Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial March 2009 - February 2013
Ameriprise Financial March 2005 - March 2009
Ameriprise Financial Services, Inc. April 2005 - October 2006
Linfield College August 2001 - May 2005
Education
Linfield College 2001 — 2005
Bachelor of Arts, Finance
Linfield College 2001 — 2005
Bachelor of Arts (B.A.), Finance, General
Ameriprise Financial Services, Inc. September 2013 - Present
CML Wealth Management October 2011 - August 2013
Wells Fargo Advisors January 1993 - May 2011
Skills
Wealth Management, Mutual Funds, Portfolio Management, Retirement, Financial Planning, Series 63, Equities, Insurance, Fixed Income, Financial Advisory, Investment Strategies, Finance
Education
Liberty University 1987 — 1991
Bachelor's degree, Business Administration and Management, General, Magna Cum Laude
Ameriprise Financial Services, Inc. September 2008 - Present
Installer Parts Headquarters (IPH) 2006 - 2008
Ameriprise Financial Services, Inc. February 1999 - August 2006
Spokane Foot Clinic, PS August 1985 - July 1998
Skills
Relationship Management, Marketing, Recruiting, Insurance, Finance, Microsoft Excel, Outlook, Microsoft Office, Mutual Funds, Employee Benefits, Process Improvement, Team Building, Loans
Education
Spokane Falls Community College 2008 — 2008
General Studies
Lewis-Clark State College 1978 — 1979
General Studies
Eastern Washington University 1977 — 1978
General Studies
Ositech Communications Inc January 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - September 2014
Merrill Lynch January 2013 - January 2014
Ositech Communications Inc June 2013 - August 2013
Skills
International..., Policy Analysis, Politics, Qualitative Research, Research, Public Policy, Economics, Business Strategy, Microsoft Office, Project Management, International Relations, Report Writing, Management, Strategic Planning, Microsoft Excel, Business Planning, Entrepreneurship, Financial Analysis, Marketing, Strategy, Policy, Program Evaluation, Public Speaking, Economic Development, Nonprofits, Microsoft Publisher, Microsoft Word, PowerPoint, Web Content Management, Business Analysis, Global Business Planning, Sustainability, Product Development, Product Design, Diplomacy, Blue Ocean Strategy, Bootstrapping, Website Updating, Creative..., Creativity, Leadership, Analysis, Teamwork, Feasibility Studies
Education
University of South Florida 2013 — 2014
Master of Science (M.Sc.), Entrepreneurship in Applied Technologies, 3.90 GPA
Lahore University of Management Sciences 2006 — 2011
Bachelor of Science (BSc), Political Science, International Relations, Economics, (Hons.)
St. Marys Academy 1998 — 2006
Coursera
Ameriprise Financial Services, Inc. January 2001 - Present
Education
Linfield College 1998 — 2000
Bachelor's Degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. July 2013 - Present
Hornor Townsend & Kent October 2012 - July 2013
OneAmerica Financial Partners Inc. December 2011 - October 2012
Park Row Associates October 2005 - January 2007
MA Business Association November 1990 - October 2005
Education
Suffolk University - Sawyer School of Management 2006 — 2007
Master of Business Administration (MBA), Business
Lesley University 1999 — 2002
Bachelor's degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. May 2010 - Present
Ameriprise Financial Services, Inc. November 2005 - Present
Education
Lehigh University - College of Business and Economics 2001 — 2005
B.S., Finance
Wyoming Seminary College Preparatory School 1998 — 2001
Fisher Investments March 2014 - Present
Fisher Investments August 2012 - March 2014
Ameriprise Financial Services, Inc. June 2011 - September 2011
City of Sherwood June 2008 - August 2010
Skills
Finance, Microsoft Office, Team Leadership, Time Management
Education
Linfield College 2008 — 2012
Bachelor of Science, Economics and Finance; accounting
Ameriprise Financial Services, Inc. March 2008 - Present
Education
Lawrence Technological University 1985 — 1989
BSBA, Finance, Accounting
3Red Trading October 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - September 2015
Infinium Capital Management September 2002 - November 2013
Macquarie Bank 1998 - 2002
Bankers Trust 1998 - 1999
Education
Lake Forest College 1994 — 1998
Bachelor of Arts (BA)
Cypress Lake High School 1990 — 1994
Fincastle Property Partners, LLC January 2015 - Present
Long & Foster Companies August 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Time Management, Analysis, Leadership, Event Planning, Team Building, Marketing
Education
Liberty University 2012 — 2015
"BS", Business Administration and Entrepreneurship
Lenawee Christian
Thrivent Financial 2013 - Present
Thrivent Financial 2012 - 2013
Thrivent Financial for Lutherans 2007 - 2012
Ameriprise Financial 2003 - 2007
Ameriprise Financial Services, Inc. 2002 - 2007
Skills
Retirement Planning, Retirement, Estate Planning, Financial Advisory, Recruiting, Disability Insurance, Leadership, Financial Services, Asset Management, Small Business, Series 7, Fixed Annuities, Change Management, Uniform Combined State..., Finance, Talent Management, Project Planning, Wealth Accumulation, Wealth Management, Strategic Financial..., Life Insurance, Curriculum Design, Team Leadership, Leadership Development, Situational Leadership, Coaching, Personal Financial..., Sales Management, People Development, Financial Planning
Education
Lewis and Clark College 1998 — 2001
Ameriprise Financial Services, Inc. 1997 - Present
Ameriprise Financial Services, Inc. January 2000 - June 2003
Education
Lewis and Clark College 1990 — 1994
BA, Business
Mid-Pacific Institiute 1984 — 1990
Ameriprise Financial Services, Inc. February 2009 - Present
A. G. Edwards & Sons, Inc January 2001 - February 2009
Morgan Stanley 2000 - 2001
Education
Lee College
Ross S Sterling
Ameriprise Financial Services, Inc. June 2015 - August 2015
Kate Spade & Company March 2014 - August 2014
OMKAR Solutions Inc. September 2011 - July 2014
Expert Quote Insurance June 2013 - August 2013
City of Pleasanton April 2011 - May 2012
Skills
Photography, Social Media, Teaching, Social Media Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budgets, Editing, Public Speaking, Strategic Planning, Negotiation, Journalism, Microsoft Office, Event Planning, Marketing, Marketing Strategy, Leadership, Market Research
Education
University of Southern California 2014 — 2016
Bachelor's Degree, Business Administration and Management, Transfer GPA: 3.8
Las Positas College 2012 — 2014
Business Administration
Foothill High School 2008 — 2012
High School Diploma, Diploma
Ameriprise Financial Services, Inc. June 2012 - Present
Anderson County Schools August 1976 - June 2011
Education
The University of Tennessee 1978 — 1981
Master's degree, Vocational Business/Vocational-Industrial Program
Lincoln Memorial University 1974 — 1976
Bachelor's degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. June 2000 - Present
Education
Long Island University, C.W. Post Campus 1997 — 2000
Certified Financial Planner
Queens College
Steptoe & Johnson LLP July 2013 - Present
Capitol Partners, Inc. May 2013 - July 2013
United States Senate January 2012 - April 2012
Wide Bridge, Inc. July 2011 - August 2011
U.S. House of Representatives July 2010 - August 2010
Ameriprise Financial Services, Inc. January 2010 - May 2010
Skills
Microsoft Office, Leadership Development, Team Management, Creative Problem Solving, Policy Analysis, International Relations, SPSS, Research, Foreign Policy, Event Planning, PowerPoint, Editing, Politics, Microsoft Excel, Public Speaking, Project Management, Public Policy, Intercultural..., Data Analysis, Teamwork, Qualitative Research, Policy, Event Management, Training, Leadership, Microsoft Word, Russian, Proposal Writing, Spanish, International..., Public Relations
Education
The George Washington University 2014 — 2016
Master's of Professional Studies, Strategic Public Relations
American University 2009 — 2012
School of International Studies, International/Global Studies
USMC Officer Candidate School 2010 — 2010
Military and Strategic Leadership
Long Island University, C.W. Post Campus 2008 — 2009
Ameriprise Financial Services, Inc. December 2010 - Present
Ameriprise Financial Services, Inc. December 2010 - Present
Skills
Investment Advisory...
Education
LIU Brooklyn 1970 — 1972
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
University of Oklahoma
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial, Wilusz and Associates July 2013 - Present
US Army January 2010 - May 2014
Chateau St. Jean Winery August 2009 - November 2009
St. Francis Winery & Vineyards July 2008 - October 2008
Ledson Winery September 2004 - February 2008
Sandpiper Restaurant November 2002 - November 2003
Skills
Dance, Supply, Office Management, Leadership, Food & Beverage, Nutrition, Team Building, Inventory Management, Customer Service, Marketing Strategy, Event Planning, Microsoft Office, Food, Microsoft Word, Sales, Management, Social Media, Microsoft Excel
Education
Las Positas College 2013 — 2015
Associate’s Degree, Business Administration
Santa Rosa Junior College 2002 — 2009
Associate of Science (A.S.), Wine Evaluation & Enology
Santa Rosa Junior College 2002 — 2008
Associate of Arts (A.A.), Mathematics
UC Berkeley 1999 — 2002
Bachelor of Arts (B.A.), Dance
Ameriprise Financial Services, Inc. 2006 - Present
Education
LIU Brooklyn 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Main Avenue Financial Services, LLC September 2009 - Present
Ameriprise Financial Services, Inc. November 1999 - September 2009
Skills
Budgets, Life Coaching, Financial Advisory, Strategic Financial..., Personal Finance, Financial Goals, 401k, Investment Management, Retirement Planning, Investment Advisory, Wealth Management
Education
Linfield College 1990 — 1994
BA, Business, Emphasis in Finance and Economics
Linfield College 1990 — 1994
Bachelor of Arts (B.A.), Business, Emphasis Finance and Economics
American Express February 2014 - October 2014
American Express February 2013 - February 2014
Ameriprise Financial Services, Inc. 2011 - November 2012
Ameriprise Financial 2009 - 2011
Ameriprise Financial Services, Inc. 2005 - 2009
American Express 2003 - 2005
NDCHealth 1996 - 2003
Trilogy Consutling 1995 - 1996
Indecon Solutions 1994 - 1995
American Hospital Association 1985 - 1994
Skills
SAS Administration, SAS Management Console, SAS Data Integration..., SAS Enterprise Guide, SAS programming, SAS Macro, Unix, SAS, Analytics, Business Intelligence, Data Warehousing, Databases, Statistics, SQL, Access, Program Management, SAS Programming, Business Analysis
Education
Lake Forest Graduate School of Management 1993 — 1996
MBA, Business Management
University of Phoenix
Certificate, Project Management
Southern Illinois University, Carbondale 1979 — 1983
B.A., Mathematics
Ameriprise Financial Services, Inc. July 2013 - Present
Blakelock Financial Group July 2013 - Present
Edward Jones February 2007 - July 2013
Citigroup Institutional Consulting 2006 - 2007
VALIC Financial Advisors 2001 - 2006
Education
University of Houston, C.T. Bauer College of Business 2005 — 2008
MBA, Finance
Lamar University 1994 — 1998
BBA, Finance
Lamar University 1994 — 1998
BBA, Accounting
College for Financial Planning
Certified Financial Planner
McAdam Financially Advanced™ November 2008 - Present
ING Financial Partners October 2008 - October 2014
Ameriprise Financial Services, Inc. July 2001 - September 2008
Skills
Wealth Management, Retirement Planning, Mutual Funds, Retirement, Portfolio Management, Investment Advisory, Financial Advisory, Financial Planning, Asset Allocation, Estate Planning, Investments, Asset Management, Investment Strategies, Series 63
Education
La Salle University 1997 — 2001
Bachelor's degree, Finance and Risk Management
Ameriprise Financial Services, Inc. November 2010 - Present
UBS Wealth Management January 2005 - November 2010
Wachovia Securities January 1998 - January 2005
Cambrex Corporation September 1982 - November 1996
Gibson Guitar November 1995 - July 1996
Education
New York University 1985 — 1988
Master of Business Administration (MBA), Management
Lafayette College 1977 — 1981
Bachelor of Science (BS), Chemical Engineering
Ameriprise Financial Services, Inc. October 1996 - Present
Education
Lander University
The American College
The Citadel
MBA
Ameriprise Financial Services, Inc. October 1991 - Present
Sumitomo Ltd 1981 - 1984
First Chicago March 1981 - April 1982
Education
Stony Brook University 1981 — 1982
ba, fine arts
LIU Post 1979 — 1981
BA, Management
Long Island University, C.W. Post Campus 1976 — 1980
BAfa, Managment in Fine Arts
Stony Brook University 1978 — 1979
ba, psychology
Ameriprise Financial Services, Inc. June 1998 - Present
Education
Lake Forest Graduate School of Management 1988 — 1991
MBA, Finance
University of Illinois 1969 — 1974
BS,MS, Science
Forman High School 1965 — 1969
HS, College Prep
Coastline Wealth Management October 2014 - Present
Ameriprise Financial Services, Inc. April 2009 - October 2014
Merrill Lynch October 2002 - April 2009
Prudential Securities January 2000 - October 2002
Skills
Retirement, Estate Planning, Asset Management, Retirement Planning, Investment Management, Wealth, Mutual Funds, Finance, Wealth Management, Series 7, Financial Planning
Education
Villanova University School of Law 1982 — 1985
J.D., Corporate Finance
Lehigh University - College of Business and Economics 1978 — 1982
B.S., Finance
Holman Group Consulting March 2009 - Present
CareFusion March 2012 - September 2015
American Express 2004 - 2009
Ameriprise Financial Services, Inc. January 2006 - December 2008
American Express 2002 - 2004
American Express 2000 - 2002
American Express 1998 - 2000
American Express 1997 - 1998
Ford Motor Company - Geometric Results 1995 - 1997
MAR RIZ Group 1993 - 1995
Skills
Strategic Sourcing, Cross-functional Team..., Business Process..., Vendor Management, Strategy, Procurement, Six Sigma, Global Sourcing, Management, Spend Analysis, Supply Management, Leadership, Operations Management, Business Process..., Business Transformation, Risk Management, E-procurement, Strategic Partnerships, Purchasing, Mergers & Acquisitions, Contract Management, Contract Negotiation, BPO, Supply Chain Management, Outsourcing, Logistics, Strategic Planning, Business Strategy, Real Estate, Supply Chain, Consulting, Operational Excellence, SDLC, Intellectual Property, Team Leadership, Process Excellence, Hedging, Ariba, SAP, Telecommunications, Process Improvement, Program Management, Sourcing
Education
Southampton Solent University 1992 — 1995
Diploma, Business Administration
Colchester Institute 1990 — 1992
Associate's degree, Diploma - Business & Finance
Colchester Institute 1988 — 1990
Associate's degree - Advanced City & Guilds, Metallurgical Engineering, Sheet Metal Fabrication & Manufacturing
Le Cordon Bleu College of Culinary Arts-Scottsdale 2011 — 2012
Culinary Arts, 3.9 GPA
Ameriprise Financial Services, Inc. July 2014 - Present
American Portfolios December 2008 - July 2014
Education
Long Island University, C.W. Post Campus 1986 — 1990
Economics
MFS Investment Management March 2013 - Present
Munroe Morrow Wealth Management September 2007 - December 2012
Ameriprise Financial Services, Inc. September 2007 - December 2010
Atlas Distributing Inc May 2005 - September 2007
Skills
Retirement Planning, Protection..., Estate Planning, Education Funding, Investments, Retirement, Tax, Saving for Education, Strategic Financial..., Wealth Management, Fixed Annuities, Long-term Care, 401k Rollovers, IRAs, College Savings Plans, Financial Advisory, Wealth Accumulation, Mutual Funds, Asset Allocation, Finance, Customer Service, Insurance
Education
Lasell College 2004 — 2008
B.S., Finance
Lasell College 2004 — 2008
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. September 2014 - Present
National Financial Partners May 2012 - September 2014
Elliott Davis Investment Advisors, LLC April 2008 - May 2012
Waddell & Reed August 2005 - April 2008
Education
University of South Carolina-Columbia 1997 — 1999
Bachelor's degree, Finance, General
Lander University 1995 — 1997
Bachelor's degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. February 2009 - May 2012
Ameriprise Financial February 2008 - January 2009
Ameriprise Financial Services, Inc. August 2007 - January 2008
Prudential Financial January 2007 - July 2007
Prudential Financial January 2004 - December 2006
Prudential Financial January 2000 - December 2003
Skills
Series 7, Series 66, Series 24, Finance, Long Term Care Insurance, Retirement Plan..., Salesforce.com, Change Management, Retirement Planning, Business Planning, Insurance, Uniform Combined State..., Defined Benefit, Small Business, Retirement, Term Life Insurance, Financial Services, Banking, Strategy, Wealth Management, Series 63, CRM, Mutual Funds
Education
La Salle University 2003 — 2005
MBA, Management
Temple University 2001 — 2003
MBA, Management
The George Washington University 2000 — 2001
PMP, Project Management
Seton Hall University 1993 — 1997
BA, Business Administration
Ameriprise Financial Services, Inc. March 2008 - Present
Development Engineering Company September 1997 - June 2006
Education
Walsh College of Accountancy and Business Administration 2007 — 2010
Master of Science (M.S.), Finance, General
Lawrence Technological University 1993 — 1997
Bachelor of Science (BS), Civil Engineering
Ameriprise Financial Services, Inc. June 2005 - Present
Liberty Tax Service May 2000 - June 2004
Education
Lee University 1995 — 2000
B.A., Business Administration
SEI June 2012 - Present
B.Braun Medical September 2010 - December 2011
White Orchids August 2007 - December 2010
Ameriprise Financial Services, Inc. September 2006 - July 2007
Education
Lehigh University - College of Business and Economics 2009 — 2011
MBA, Finance
Penn State University 2002 — 2006
BS, Finance, Economics
The Main Street Group - LPL Financial December 2012 - Present
BNI 2014 - 2014
BNI 2014 - 2014
Ameriprise Financial Services, Inc. October 2008 - October 2012
The Leukemia & Lymphoma Society of Virginia 2008 - 2012
SunTrust Investment Services September 2006 - September 2008
Merrill Lynch February 2005 - September 2006
Altria 1996 - 2000
Altria 1996 - 2000
Altria 1996 - 2000
Education
Liberty University 1980 — 1984
BA
Ameriprise Financial Services, Inc. July 2000 - Present
Education
Longwood University 1997 — 2000
BSBA, Economics
Ameriprise Financial Services, Inc. March 2015 - Present
General Mills December 2014 - March 2015
General Mills June 2012 - December 2014
General Mills September 2010 - May 2012
General Mills April 2005 - September 2010
General Mills November 2001 - April 2005
The Pillsbury Company April 2000 - November 2001
The Pillsbury Company October 1998 - April 2000
The Pillsbury Company August 1996 - October 1998
Hayes Chemicals February 1994 - June 1995
Skills
Strategic Sourcing, Sourcing Category..., Business Process..., Supplier Negotiation, Cross-functional Team..., Supplier Relationship..., Continuous Improvement, Agency Relationship..., Project Management, Team Leadership, Change Management, Process Improvement, Supply Chain Management, Creative Strategy, Global Sourcing, Program Management, Competitive Analysis, Marketing Strategy, Forecasting, Negotiation
Education
Villanova University
Master Certificate, Commercial Contract Management
Leeds Metropolitan University
Business and Finance
U.S. Trust May 2015 - Present
Merrill Edge February 2014 - May 2015
Merrill Lynch July 2009 - February 2014
Merrill Lynch December 2006 - July 2009
Ameriprise Financial Services, Inc. April 2006 - December 2006
Skills
Analytics, Process Improvement, Finance, Leadership, Customer Engagement, Asset Allocation, Defined Contribution, Mutual Funds, Defined Benefit, Retirement, 401k, Wealth Management, Investment Advisory, Six Sigma, MIS, Microsoft Excel, Consultative Selling..., Financial Services, Program Management, Retirement Planning
Education
La Salle University 1999 — 2003
Bachelor of Science (B.S.), Management Information Systems, General
Camden Catholic High School 1995 — 1999
BNY Mellon February 2014 - Present
KTR Capital Partners January 2014 - February 2014
Ameriprise Financial Services, Inc. September 2013 - December 2013
EMI Music August 2011 - November 2011
AMPD Group January 2011 - April 2011
The Mushroom Festival, Inc. June 2010 - August 2010
Skills
Press Releases, Customer Service, Time Management, PowerPoint, Microsoft Excel, Spanish, Budgets, Finance, Accounting, Financial Analysis, Public Speaking, Microsoft Office
Education
La Salle University 2014 — 2016
Master of Business Administration (MBA)
University of Pittsburgh 2012 — 2013
Bachelor of Science, Business Administration, Accounting
University of Pittsburgh 2007 — 2011
Bachelor of Science, Business Administration; Marketing; Economics
Avon Grove High School 2003 — 2007
Capital Analysts June 2013 - Present
Valley Forge Asset Management October 2012 - June 2013
Ameriprise Financial Services, Inc. June 2010 - October 2012
Skills
Trading, Mutual Funds, Investments, Portfolio Management, Asset Management, Asset Allocation, Fixed Income, Wealth Management, Securities
Education
Lock Haven University of Pennsylvania 2006 — 2011
B.S., Business Administration: Finance & Economics
Hodgson CPA April 2015 - Present
Hodgson CPA February 2015 - April 2015
Ameriprise Financial Services, Inc. February 2013 - January 2015
The Limited October 2014 - December 2014
Ruby Tuesday April 2011 - September 2011
Redwood City Child Development Program May 2010 - August 2010
Skills
Microsoft Office, Office Management, PowerPoint, Customer Service, Microsoft Word, QuickBooks, Invoice Processing, UltraTax CS, Practice CS, File Cabinet, Event Planning, Office Administration, Spreadsheets, Access, Data Entry, Event Management, Outlook, Translation, Checks, Appointment Scheduling, Mail Sorting, Thompson One, Client Liaison, Microsoft Excel, Spanish, Multitasking Skills, Phone Etiquette, Social Media Marketing, Dependable Team Player, Individual Work, Confidentiality, Superior Work Ethic, Organization, Texas Notary, Employee Training, Teamwork, Marketing, Accounts Receivable
Education
Lone Star College-CyFair 2014 — 2016
Associate's Degree, Business
University of Hawaii at Manoa 2009 — 2012
Candidate for a Bachelor's degree, Spanish
Cambridge Investment Research May 2014 - Present
FSC Securities Corporation January 2010 - May 2014
FSC Securities Corporation November 2008 - January 2010
FSC Securities Corporation December 2007 - November 2008
FSC Securities Corporation October 2006 - December 2007
Ameriprise Financial Services, Inc. May 2004 - August 2006
Bank of America Merrill Lynch February 2004 - April 2004
Skills
Securities, Investment Advisory, Financial Planning, Tax, Compliance, Investment Strategies, Retirement Planning, Retirement Income..., Retirement, Financial Planners, Financial Advisory, Equities, Strategic Financial..., Management, Financial Services, FINRA, Investments, Series 6, Mutual Funds, Leadership, Financial Risk, Portfolio Management, Series 63, Accounting, Series 24, Fixed Annuities, Wealth Management, Finance, Asset Allocation, ETFs, Asset Management, Insurance, Uniform Combined State..., Trading, Bonds
Education
University of Georgia - Terry College of Business 2008 — 2009
Executive Program for Financial Planning Certification, CFP® Certification Education Program
Lee University 2002 — 2004
BA, Business Administration
Young Harris College 1999 — 2001
AS, Internaitonal Business
Ameriprise Financial Services, Inc. January 2014 - Present
Watertown Savings Bank May 2012 - January 2014
xtra xtra February 2012 - May 2013
Boston Sports Then and Now December 2012 - April 2013
Dick's Sporting Goods 2010 - April 2013
Tufts University Athletics October 2012 - March 2013
Boys and Girls Club February 2012 - April 2012
The Rivers School September 2011 - December 2011
Reebok May 2006 - January 2010
Kutcher's Sports Academy June 2009 - August 2009
Skills
Customer Service, Finance, Marketing, Banking, Sales, Sports Communication, Coaching, Basketball, Sports Marketing, Teamwork, Training, Social Networking, Sports, Social Media, Sports Writing, Facebook, Event Planning, Sports Management, Market Research, Leadership, Microsoft Excel, Time Management, Social Media Marketing, Fundraising, Microsoft Office, Retail, Event Management, Public Speaking, Investments, Sports Journalism, Portfolio Management, Financial Planning, Series 7, Retirement Planning
Education
Lasell College 2008 — 2012
Bachelor of Science (BS), Sport Management
Monument Mountain Regional High School 2004 — 2008
LPL Financial November 2014 - Present
Ameriprise Financial Services, Inc. October 2011 - November 2014
Edward Jones Investments October 2006 - October 2011
Education
The University of Tennessee at Chattanooga 2000 — 2002
Lambuth University 1998 — 2000
North Shore-LIJ Health System August 2015 - Present
North Shore-LIJ Health System June 2014 - Present
North Shore-LIJ Health System November 2012 - June 2014
Ameriprise Financial Services, Inc. September 2004 - November 2012
American Express September 1999 - June 2004
Israeli Navy January 1992 - January 1994
Skills
Business Planning, Strategic Planning, Financial Management, Financial Planning, Investments, Reporting & Analysis, Financial Analysis, PowerPoint, Managerial Finance, Strategic Financial..., Forecasting, Operations Management, Leadership, Analysis, Budgets, Program Management, Project Management, Change Management, Business Development, Human Resources, Accounting
Education
Frank G. Zarb School of Business, Hofstra University 2010 — 2012
EMBA, Business Administration
Long Island University, C.W. Post Campus 1994 — 1999
Bachelor of Science, Business Management Administration
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Financial April 1999 - Present
Skills
Leadership Development, Leadership, Series 63, Series 7, Financial Advisory, Retirement Planning, Wealth Management, Recruiting, Strategy, Strategic Financial...
Education
Le Moyne College 1993 — 1998
BA, Biology, Business
Ameriprise Financial Services, Inc. July 2003 - Present
Tong Investment Trust September 2001 - Present
American International Group July 1996 - June 2000
AIG 1992 - 2000
American International Group June 1994 - June 1996
American International Group February 1982 - June 1994
Skills
Investments, Retirement Planning, Retirement, Estate Planning, Wealth, Small Business, Tax, Management, Financial Analysis, Series 7, Financial Risk, Risk Management, Cash Management, Finance, Wealth Management
Education
LIU Post 1977 — 1981
MBA, Finance & International Business
LIU Post 1973 — 1981
Ameriprise Financial Services, Inc. November 2005 - Present
Jazz District Redevelopment Corporation 2003 - 2005
Central Bank of Kansas City 1998 - 2003
Education
Lincoln University (MO)
Bachelor of Business Administration, Business
Insite Software July 2013 - Present
SAP December 2011 - June 2013
Jobs2web March 2009 - December 2011
Ameriprise Financial Services, Inc. January 2008 - March 2009
Ameriprise Financial Services, Inc. March 2006 - January 2008
J. Walter Thompson Worldwide 2002 - 2006
J. Walter Thompson Worldwide 1996 - 2002
TMP Worldwide 1993 - 1996
Skills
Strategy, CRM, SaaS, Cross-functional Team..., Start-ups, Enterprise Software, Leadership, Account Management, Analytics, B2B, Sales, Customer Success, Integrated Marketing, Cloud Computing, Salesforce.com, Business Development, Marketing, New Business Development, Value Creation, Voice of the Customer, Strategic Planning, Change Management, Training, Customer Insight, Customer Engagement, Customer Retention, Customer Satisfaction, Solution Selling, Value Selling, Marketing Strategy, Digital Marketing, Digital Strategy, Net Promoter Score, Customer Experience, E-commerce
Education
Lawrence University 1989 — 1993
Bachelor of Arts (B.A.)
Ameriprise Financial Services, Inc. October 1992 - Present
Skills
Financial Advisory, Investments, Insurance, Estate Planning, Women Financial Planning, Retirement Planning, Tax Planning
Education
Lenoir-Rhyne University
Ameriprise Financial Services, Inc. December 2008 - Present
Banc of America Investment Services, Inc. July 1991 - November 2008
Quick & Reilly 1991 - 2001
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance / Management
Lehigh University 1986 — 1991
Bachelor's degree, Finance and Computer Science
Pascack Valley High School 1982 — 1986
Citizens Bank June 2015 - Present
Quarry View Construction August 2014 - June 2015
Ameriprise Financial Services, Inc. May 2012 - August 2014
Ameriprise Financial Services, Inc. August 2012 - May 2013
Jayz Auto May 2009 - August 2011
Skills
Marketing, Customer Service, Investments, Finance, Portfolio Management, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Time Management, Social Networking, Critical Thinking, Social Media Marketing, Team Leadership, Teamwork, Marketing Strategy, Leadership Development, Recruiting, Team-oriented, Team Building, Spreadsheets, Campaigns, Strategic Financial..., Financial Advisory, Leadership, CRM, Strategy, Management
Education
Liberty University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Financial Planning
Liberty University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Liberty University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Liberty University 2011 — 2013
Associate of Arts (A.A.), Government
Emerging Technologies LLC September 1999 - Present
Ameriprise Financial Services, Inc. 2001 - 2010
Ameriprise Financial Services, Inc. 2001 - 2010
Skills
Functional Testing, life cycle test, production testing, End of line testing, Test Fixture design and..., test bench design and..., NI LabVIEW, NI, Manufacturing, Instrumentation, Testing, Automation, Engineering Management, Electrical Engineering, Electronics, Test Automation, Quality Assurance, ISO, Test Engineering, Process Improvement, Labview, Root Cause Analysis, SPC, Test Equipment, Embedded Systems, Six Sigma, DMAIC, Troubleshooting, PCB design, Product Development, FMEA, Process Engineering, Design for Manufacturing, Manufacturing..., Continuous Improvement
Education
Milwaukee School of Engineering 2001 — 2005
BA Electrical Engineering
UWEC 1987 — 1992
Martin Luther College
UWSP
BA Secondary ED/ Math/German
Wayne State University
Lakeland College 2010 — 2011
Bachelor of Business Administration (B.B.A.)
Fidelity Investments March 2012 - Present
Charles Schwab 2009 - 2012
PNC 2008 - 2009
Ameriprise Financial Services, Inc. 2007 - 2008
Skills
Certified Financial..., Wealth Management, Retirement Planning
Education
Liberty University 2004 — 2008
Bachelor of Science (BS)
Goellner Printing February 2013 - Present
Insight Global August 2012 - January 2013
The Walt Disney Company February 2011 - August 2011
Ameriprise Financial Services, Inc. May 2010 - August 2010
College Works Painting March 2009 - June 2009
Skills
Goal Oriented, Time Management, Entrepreneurship, Team Building, Interpersonal..., Proactivity, Creativity, Forward Thinking, Highly Dedicated, CRM, Entrepreneur, Interpersonal..., Interviews, Illustrator, 3D Printing, SketchUp 3D Design, Premiere Pro, Customer Service, Microsoft Excel, Management, Product Development, WordPress, Prestashop
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (BS), Business Entrepreneurship
Lindenwood University
The Bookstore & More October 2012 - Present
Ameriprise Financial Services, Inc. October 2013 - February 2014
Upper Palmetto YMCA February 2009 - August 2013
Skills
Customer Service, Public Relations, Event Management, Microsoft Office, Social Media Marketing, Nonprofits, Event Planning, Marketing Communications, Fundraising, Public Speaking, Marketing, Social Media, Social Networking, Advertising, Sales
Education
Lander University
Ameriprise Financial Services, Inc. September 2011 - Present
Southeastern Financial Group, LLC June 2010 - February 2011
Merge Healthcare / AMICAS / Emageon September 2005 - June 2010
JH Ranch August 2004 - August 2005
Leadership Center East October 2001 - July 2004
Education
Lipscomb University 1999 — 2000
MBA, Leadership, Non-Profit
Pepperdine University 1995 — 1999
BA, Organizational Communication
Miller Motorcars Sales January 2015 - Present
Ameriprise Financial Services, Inc. June 2011 - September 2014
Self Employed October 2006 - December 2010
Westchester Indoor Tennis Club June 1999 - September 2006
Skills
Series 7, Retirement Planning, Asset Managment, Investment Advisory, Investments, Strategic Financial..., Wealth Management, Financial Advisory, Equities, Valuation, Fixed Income, Financial Services, Securities, Finance, Hedge Funds, Financial Modeling, Asset Management, Financial Planning
Education
SUNY Purchase 2011 — 2014
Bachelor's Degree, Economics
Lehigh University 2002 — 2005
English, Economics
Trinity-Pawling School 1999 — 2002
Irvington High School 1998 — 1999
Ameriprise Financial Services, Inc. July 2012 - Present
Satre Financial Group, Inc. June 2010 - July 2012
JPMorgan Chase August 2006 - June 2010
Enterprise Rent-A-Car August 2004 - August 2006
SouthTrust Bank March 2003 - June 2004
Boy Scouts of America March 2001 - March 2003
Skills
Series 7, Life Insurance, Investments, Mutual Funds, Finance, Insurance, Loans, Estate Planning, Microsoft Word, Mortgage Lending, Employee Benefits
Education
Lamar University 1996 — 2000
Bachelor of Science, Communication
Ameriprise Financial Services, Inc. July 2003 - Present
Mar-Mac Services August 1992 - April 2002
Education
University Florida 1979 — 1981
Bachelor Science, Advertising/Marketing
Lees-McRae College 1977 — 1978
Associate of Arts (AA)
Ameriprise Financial Services, Inc. June 2003 - October 2013
Skills
Retirement Planning, Customer Service, Estate Planning, Series 7, Asset Allocation, Finance, Mutual Funds, Investment Advisory, Series 63
Education
Lehigh University - College of Business and Economics 1999 — 2003
BS, Finance & English
Ameriprise Financial Services, Inc. March 2011 - Present
AG Edwards, Wachovia Financial, Wells Fargo Advisors October 1991 - Present
Education
LIU Post 1963 — 1967
liberal arts, Psychology
Ameriprise Financial Services, Inc. August 2004 - Present
Fru-Con Construction September 1994 - July 1996
Electronic Data Systems May 1992 - August 1994
General Dynamics Services Company May 1987 - March 1992
Skills
Account Management, Microsoft Excel, Event Planning, Leadership, Microsoft Office, Marketing, Social Media, Financial Planning, Time Management, Social Networking, Event Management, Fundraising
Education
Lindenwood University 1991 — 1998
Master of Business Administration (M.B.A.), 4.0
Lindenwood University 1988 — 1991
Bachelor of Arts (B.A.), Business and Marketing, 3.875/4.0
Ameriprise Financial Services, Inc. September 2015 - Present
Universal Orlando Resort April 2014 - Present
Universal Orlando Resort January 2012 - April 2014
Synetic Theater August 2010 - August 2011
Skills
Theatre, Entertainment, Stage Management, Schedules, Theatre Management, Budgets, Administrative..., Microsoft Office
Education
Valencia College 2012 — 2013
Teaching Certification, Secondary Education and Teaching
Lock Haven University of Pennsylvania 2004 — 2008
Bachelor of Fine Arts (B.F.A.), Theatre/Theatre Arts Management
F and G Agency - "Advice Based Quality Service" October 2013 - Present
Easton Area School District August 2009 - Present
F and G Agency - "Advice Based Quality Service" April 2013 - October 2013
KidsPeace National Centers August 2011 - August 2013
MetLife January 2008 - August 2011
Ameriprise Financial Services, Inc. May 2006 - December 2007
Skills
Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Training, Leadership, Sales, Coaching, Management, Staff Development, Sales Management, New Business Development, Marketing Strategy, Budgets, Small Business, Advertising, Account Management, Negotiation
Education
Lafayette College 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Liberty University 2010 — 2012
Master of Education (M.Ed.), School Counseling
Easton Area High School 1999 — 2002
The Wright Fit August 2015 - Present
The Wright Fit October 2014 - Present
Life Time Fitness November 2013 - October 2014
B. Carr Group, Inc. October 2009 - September 2013
Ameriprise Financial Services, Inc. January 2013 - July 2013
Carlson Hotels Worldwide January 2008 - October 2009
Allianz 2004 - January 2008
Chase Auto Finance 2003 - 2004
JPMorgan Chase 1996 - 2003
Skills
Professional Speaker, Co-active Coach, Leadership Development, Strategic Planning, Marketing, Strategy, Marketing Strategy, Marketing Communications, Team Building, Business Strategy, Cross-functional Team..., Direct Marketing, Budgets, Executive Management, New Business Development, Public Speaking, Integrated Marketing, Leadership, Motivational Speaking, Strategic Partnerships, Management, Sales, Consulting
Education
LIU Brooklyn 1998 — 2003
MBA
LIU Brooklyn 1988 — 1995
BA
Coaches Training Institute (CTI) 2010 — 2011
CPCC
LifePower Yoga
RYT-200
Core Power Yoga 2009 — 2009
RYT - 200
David McKinney Carpentry September 2012 - Present
N/A - Currently Self Employed 1992 - 2014
Wells Fargo August 1999 - March 2002
Ameriprise Financial Services, Inc. February 1998 - August 1999
Stifel Financial Corp. April 1995 - February 1998
Sweet Haven Inc. August 1994 - December 1995
Skills
Customer Service, Budgets, Strategic Planning, Microsoft Office, Management, Microsoft Excel, Project Management, Team Building, Public Speaking, Government, Microsoft Word, Leadership, Operations Management, Coaching, Policy
Education
Liberty University 2009 — 2013
Bachelor's Degree, Bachelor of Science-Business: Economics, 3.1
Ameriprise Financial Services, Inc. April 2011 - Present
Consumers Professional Credit Union January 2014 - Present
Tammy Sue Allen Photography February 2005 - Present
Lansing State Journal February 2006 - August 2014
Eaton RESA September 2013 - December 2013
Macy's October 2010 - November 2010
Michaels Stores, Inc. August 1998 - August 2006
Silverlead Art Supply Co. August 1996 - August 1998
Skills
Wedding Photography, Custom Invitations, Event Planning, Graphic Design, Marketing Communications, Event Photography, Visual Merchandising, Corporate Event..., Photography, Social Media, Web Design, Photoshop, Layout, Marketing, Magazines, Social Networking, Digital Photography, Art, Advertising, Facebook, Social Media Marketing, InDesign, Adobe Creative Suite, Event Management, Marketing Strategy
Education
Lansing Community College 2005 — 2011
AAA, Graphic Design
Ameriprise Financial Services, Inc. January 2014 - July 2015
MoneyGram International November 2007 - November 2013
Gelco Information Network 2004 - 2007
SUPERVALU 2001 - 2004
SUPERVALU 1996 - 2001
Skills
Cash Management, Treasury Management, Risk Management, Liquidity Management, FX Trading, Banking, Certified Treasury..., Forecasting, Capital Markets, Treasury, Financial Modeling, Portfolio Management, Cash Flow Forecasting, Analysis, Credit Analysis, Risk Monitoring, Credit Insurance, Secured Financing, Loan Auditing, Loan Documents, ACH, Secured Lending, Commercial Credit..., Financial Analysis, Finance, Financial Risk, Payments
Education
Liberty University
B.S., Finance
Meadow Creek
Ameriprise Financial Services, Inc. August 2013 - Present
CML Wealth Management October 2011 - August 2013
Wells Fargo Advisors January 1993 - May 2011
Skills
Fully bilingual English, Insurance, Mutual Funds, Retirement, Wealth Management, Asset Management, Retirement Planning, Asset Allocation, Series 7, Investment Advisory, Fixed Annuities
Education
Liberty University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General, 3.2 GPA
Ameriprise Financial Services, Inc. June 1997 - Present
Education
Lebanon Valley College 1997 — 2001
Master of Business Administration (MBA)
Liberty University 1988 — 1993
Bachelor's degree, Sport and Fitness Administration/Management
Ameriprise Financial Services, Inc. September 2013 - Present
Quad Graphics June 2010 - August 2013
Skills
Corporate Events, Event Planning, Expense Reports, Expense Budget..., Marketing Strategy, Marketing Communications, Typing, Client Relations, Receptionist Duties
Education
Lewis University 2005 — 2009
Bachelor, Aviation Administration and Business
WaterLogic, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. February 2011 - July 2013
Minuti Coffee August 2010 - December 2011
Skills
Outlook, Administrative..., Calendars, Calendaring, Access, Office Management, PowerPoint, Data Entry, Lotus Notes, Social Media, Spreadsheets
Education
University of Houston 2013 — 2016
Psychology
Lone Star College System
Associate of Arts (A.A.), Social Psychology
Ameriprise Financial Services, Inc. October 2014 - Present
Red Girls Creative August 2013 - Present
Masterpiece Graphix June 2013 - September 2014
Anchor STL June 2011 - June 2013
Anchor Communications February 2011 - June 2013
Texas Roadhouse July 2012 - May 2013
The Men's Wearhouse, Inc March 2008 - July 2012
Lunchtime MBA July 2011 - March 2012
Skills
Photoshop, Gimp, Quickbooks, Facebook, Blogging, Video Editing, Public Speaking, Media Buying, Retail, Social Media Marketing, SEO, Adobe Creative Suite, Wordpress, Web Design, Social Media, PowerPoint, Copywriting, Customer Service, Management, Microsoft Office, Creative Writing, Public Relations, GIMP, Graphic Design, Video Production, QuickBooks, Online Marketing, Editing, Marketing Communications, Email Marketing, Online Advertising, Marketing, Event Planning, Advertising, Social Networking, Press Releases, Digital Marketing, InDesign, Marketing Strategy, Mobile Marketing, Time Management, Television, WordPress, Corporate Communications, Content Strategy, Copy Editing, Media Relations, Direct Marketing, Radio, Google Analytics
Education
Lindenwood University 2008 — 2013
B.A, Advertising, Corporate Communications, and Public Relations, Specialty: Media Management
DeVry University January 2014 - Present
QCSS July 2012 - January 2014
One Hope United August 2010 - December 2011
Streamwood Behavioral Health Systems June 2009 - June 2010
Ameriprise Financial Services, Inc. March 2006 - May 2009
Skills
Data Analysis, Data Entry, Outlook, Research, Report Formating, Critical Thinking, Sales analysis, Microsoft Excel, Microsoft Word, Databases, Social Sciences, Oral & Written..., Customer Service, Quality Assurance, Interpersonal..., Mediation, Time Management, Statistics, Teamwork, Microsoft Office, Social Skills, Online Research, Research Design, Quantitative Research, Report Writing, Data Collection, Call Centers, Qualitative Research, Five9, Salesforce.com, Gap Analysis, Workforce Management
Education
Walden University 2010 — 2012
Masters of Science, Social Psychology
Lewis University 2005 — 2009
Bachelors of Arts, Psychology
First Citizens Bank June 2005 - Present
First Citizens Bank November 2004 - June 2005
First Citizens Bank May 2004 - October 2004
First Citizens Bank May 2002 - May 2004
First Citizens Bank May 2001 - May 2002
First Union National Bank June 2000 - May 2001
Ameriprise Financial Services, Inc. June 1998 - June 2000
Skills
Financial Services, Credit, Consumer Lending, Investments, Sales, Credit Analysis, Financial Planning, Mutual Funds, Entrepreneurship, Life Insurance, Retirement Planning, Commercial Lending, Loans, Variable Annuities, Relationship Management, Finance, Fixed Annuities, Banking, Refinance, Credit Risk, Insurance, Lines Of Credit
Education
Lenoir-Rhyne College 1991 — 1995
Bachelor of Arts (BA), Business Administration and Management, General
Aerohive Networks September 2015 - Present
Advent Software April 2014 - September 2015
Advent Software April 2012 - April 2014
Advent Software February 2008 - April 2012
Ameriprise Financial Services, Inc. 2003 - 2007
Tompkins International 2001 - 2003
Skills
SQL, Microsoft Office, Microsoft SQL Server, Databases, HTML, SharePoint, Business Analysis, Project Management, Cloud Computing, Integration, Software Project..., SaaS, Business Intelligence, Enterprise Software, Requirements Analysis, Salesforce.com, CRM, Long-term Customer..., Process Automation
Education
Lehigh University 1992 — 1996
B.S.I.E., Industrial Engineering, Finance
OppenheimerFunds September 2010 - Present
Ameriprise Financial Services, Inc. May 2006 - August 2010
Skills
Mutual Funds, Wholesale, Consulting, Relationship Management, Client Relations, Portfolio Management, Presentation Skills, Financial Markets, Morningstar, Risk Assessment, Team Building, Series 7, Series 66, Certified Mutual Fund..., Microsoft Office, Salesforce.com, Asset Allocation, Securities, Financial Services, Financial Planning, Finance, Investments, Retirement Planning, Asset Management, Wealth Management, Alternative Investments, Equities, 401k, Fixed Income
Education
Le Moyne College 2002 — 2006
Bachelor's degree, Finance and Applied Management Analysis., 3.7/4.0
LOG-ON Computer and Mailing Services June 2015 - Present
Ameriprise Financial Services, Inc. August 2012 - June 2015
Thomas Edison MOUSE November 2010 - June 2011
Skills
Information Technology, Computer Science, Windows, Troubleshooting, Management, Microsoft Office, Operating Systems, Software Installation, Help Desk Support, Technical Support, Computer Repair, HTML5, CSS, Java, JavaScript, C#, COBOL, GUI, Printers, Laptops, Computer Hardware, Android Development, Online Research
Education
LIU Post 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Thomas Edison High School 2007 — 2011
HS Diploma, Computer Repair
Ameriprise Financial Services, Inc. June 2012 - Present
Education
Liberty University 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Radford University 2008 — 2010
Business Administration and Management, General
King George High School 2002 — 2006
Bank of America Merrill Lynch March 2015 - Present
Pershing, a BNY Mellon company May 2014 - February 2015
Ameriprise Financial Services, Inc. July 2013 - February 2014
Skills
Banking, Business Analysis, Process Improvement, Customer Service, Series 7, Marketing, Entrepreneurship, Business Development, Cold Calling, Entrepreneurship..., Securities, Data Entry, Communication, Youth Mentoring, Series 63, Finance, Microsoft Excel, Leadership, Financial Services, Microsoft Office, Public Speaking, Investments, Mutual Funds, PowerPoint, Financial Planning, Management, Social Networking, Team Building, Event Planning, Time Management, Strategic Planning, CRM, Financial Analysis, Trading, Event Management, Research
Education
Lincoln University 2009 — 2013
Bachelor of Science (BS), Management and Finance
Ameriprise Financial August 2014 - Present
RiverSource December 2012 - August 2014
Ameriprise Financial Services, Inc. June 2011 - December 2012
COUNTRY Financial® January 2010 - June 2011
Hutchinson Area Health Care January 2007 - September 2009
Skills
Policy, Finance, Administrative..., Mutual Funds, Training, Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Northwestern University
Master of Music, Piano Performance and Pedagogy
Lawrence University
Bachelor of Music, Piano Performance
Happy Trees LLC December 2008 - Present
Ameriprise Financial Services, Inc. July 2001 - December 2008
Goldman Sachs November 1995 - May 2000
Skills
Tax Accounting, Financial Planning, Zoning, Investing, Customer Service, Small Business Marketing, Small Business..., Key Account Management, Small Business, Strategic Financial..., Financial Analysis, Mutual Funds, Financial Modeling, Tax Preparation, Accounting, Tax Advisory, Corporate Tax, Portfolio Management, Microsoft Excel, Tax Returns, Tax, Asset Management, Financial Accounting, Investments, Finance, Income Tax, Marketing, Corporate Finance, Tax Law, Key Account Development, Due Diligence, Public Speaking, Financial Reporting, Risk Management, Microsoft Office, Project Management
Education
Long Island University, C.W. Post Campus
Master of Science (M.S.), Accounting
Long Island University, Southampton Campus
Bachelor of Science (B.S.), Business Management
Ameriprise Financial Services, Inc. November 2008 - Present
Gary Goldberg Financial Services December 2005 - November 2008
Investment Advisors and Consultants Inc August 1994 - August 2005
Education
LIU Brooklyn 1957 — 1960
B.S, magna cum laude, Pharmacy, Business Economics
Moffatt Thomas 2013 - Present
Ameriprise Financial Services, Inc. 2006 - 2011
Morgan Stanley 2004 - 2005
Law Firms October 1985 - June 2004
Skills
Research, Trial Exhibits, Legal Research, Legal Documents, Document Review, Editing, Teaching, Public Speaking, Prevention, Microsoft Office, Litigation Support, Strategic Planning, Customer Service
Education
Lewis and Clark College 1973 — 1977
Bachelor of Science
GPHS
Mount Hood Community College
Associate Degree
Dollars & Sense Financial Services October 2013 - Present
Music Source Professional Disc Jockey Service & Rock Star Professional Photo Booth 1993 - Present
American Income Life June 2012 - September 2012
US Banccorp August 2006 - February 2012
ING Financial Partners May 2004 - July 2006
United Community Bank December 1998 - April 2004
First Bank October 1992 - November 1998
Magna Bank April 1991 - September 1992
Ameriprise Financial Services, Inc. January 1987 - July 1990
Skills
Retirement Planning, Marketing, Finance, Strategic Financial..., Public Speaking, Small Business, Time Management, Fixed Annuities, Music, Financial Analysis, Wealth Management, Microsoft Office, Wedding DJ, Term Life Insurance, Life Insurance, Retirement, Series 7, Investments, Series 6, Mutual Funds, Securities, Exceptional organization, Weddings, Insurance, Sales, Strategic Planning
Education
Lincoln Land Community College 1981 — 1983
Associate of Science (A.S.), Business Administration and Management, General
Griffin High School 1977 — 1981
Capital Group 2015 - Present
Russell Investments 2013 - 2015
Western United States Agricultural Trade Association (WUSATA) 2011 - 2013
Whole Foods Market 2010 - 2011
Urban Studio 2009 - 2010
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Ike Trading Co., Ltd. 2005 - 2006
Kathleen Bernards, CPA & Kellie S. Menke, CPA 2004 - 2005
Skills
Event Marketing, Competitive Analysis, Community Relations, Event Planning, Marketing Strategy, Strategic Planning, Social Media, Budget Management, New Business Development, Business Planning, Market Research, Business Development, Project Planning, Customer Service, CRM, Budgets, Leadership, Marketing, Management, Negotiation, Online Marketing, Team Building, Product Marketing, Market Planning, Teamwork, Direct Marketing, Talent Acquisition, Time Management, Retail, Project Management, Investments, Strategy, Social Networking, Community Development, Leadership Development, Marketing Communications, Social Media Marketing, Team Leadership, Entrepreneurship, Training, Program Management, Marketing Management, Strategic Partnerships, Coaching, Event Management, Public Speaking, Account Management, Community Outreach, Small Business, Public Relations
Education
Linfield College 2001 — 2005
Bachelor of Arts, International Business, French & Mathematics
American University Center of Provence
French Language & Culture
Ameriprise Financial Services, Inc. April 2014 - Present
RiverSource Ameriprise Financial March 2011 - April 2014
Business Wire November 2007 - March 2011
Metropolitan State University June 2010 - August 2010
CaptionMax January 2006 - January 2007
Annette Cross Photography 1998 - 2001
Fingerhut Photo Studio January 1995 - January 1998
Skills
Copy Editing, Editing, Press Releases, Technical Writing, Proofreading, Editorial, Corporate Communications, Ap Style, Photography, Research, Multimedia, Copywriting, Content Strategy
Education
Metropolitan State University 2010 — 2014
Masters of Science, Technical Communications
Lawrence University
Bachelor of Arts, French
Ameriprise Financial Services, Inc. 2004 - Present
Ameriprise Financial Services, Inc. 2000 - 2004
Education
Lock Haven University of Pennsylvania 1995 — 1999
BA - Magna Cum Laude, International Finance
Lock Haven University of Pennsylvania 1995 — 1999
B.A. - Magna Cum Laude, Spanish
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial Services, Inc. 2011 - 2012
First Consumer Debt Consolidation February 2006 - July 2011
Gillette Company March 2005 - February 2006
Alpha Bank August 2004 - September 2004
Skills
Series 7, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Long-term Care, Valuation, Wealth Management..., Trading, Strategic Financial..., Asset Allocation, Investments, Securities, Retirement Planning, Wealth Management
Education
Lynn University 2008 — 2008
Master of Business Administration (MBA), Financial Valuation and Investment Management, 3.9725
Business school of Moscow State University 2005 — 2006
Master's degree, General and Strategic Management, 3.5
Lomonosov Moscow State University (MSU) 2001 — 2005
Bachelor of Business Administration (B.B.A.), Economics, 3.64
Vanderbilt Financial Group June 2015 - Present
Capitol Securities Management January 2012 - Present
Ameriprise Financial Services, Inc. August 2010 - January 2012
Oppenheimer & Co. 2006 - 2010
Wells Fargo August 2001 - June 2006
UBS November 1999 - August 2001
Smith Barney September 1987 - November 1999
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Series 63, Estate Planning, Fixed Annuities, Investment Strategies, Portfolio Management
Education
Long Island University, C.W. Post Campus 1980 — 1983
Business Administration and Finance
The Ohio State University 1978 — 1980
Finance and Business Administration
Natural Specialty Sales January 2014 - Present
Natural Specialty Sales February 2013 - January 2014
Ameriprise Financial Services, Inc. April 2012 - February 2013
L'Oréal April 2004 - December 2011
Food & Wine Magazine September 2003 - April 2004
American Express Financial Advisors August 1998 - September 2003
Skills
Merchandising, Retail, Sales, Marketing, Consumer Products, Cosmetics, Beauty Industry, Sales Operations, Sales Management, FMCG, Management, Pricing, Trade Marketing, Brand Management, New Business Development, Product Development
Education
LIU Post
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Ameriprise Financial Services, Inc. 2000 - Present
American Express Financial Advisors 2000 - 2005
Education
LIU Post 1997 — 1999
Bachelors, Business/Marketing
Herricks High School 1988 — 1993
Ameriprise Financial Services, Inc. April 2012 - April 2013
Ameriprise Financial Investor Center March 2009 - March 2012
OneAmerica / American United Life September 2004 - July 2007
UMB Bank, n.a. April 2002 - February 2004
Hunter Midwest, Inc. December 1998 - March 2002
Waddell & Reed, Inc. April 1997 - September 1998
Jones & Babson, Inc. September 1986 - April 1997
Skills
Customer Service, Timely, Administrative Support, Spreadsheets, Outlook, Fax, Customer Relations, Confidentiality, Customer Satisfaction, Benefits, Microsoft Office, Excel, Leadership, PowerPoint, Employee Benefits, Administrative..., Microsoft Excel, Lotus Notes, Time Management, Retirement Planning, Investments
Education
Rockhurst University 1992 — 1995
Business Administration
Longview Community College 1986 — 1991
Associates, Business
Lee's Summit
Thrivent Financial November 2014 - Present
BMO Financial Group December 2013 - November 2014
Ameriprise Financial Services, Inc. September 2009 - November 2013
Ameriprise Financial Services, Inc. February 2007 - September 2009
Ameriprise Financial Services, Inc. August 2005 - February 2007
Ameriprise Financial Services, Inc. August 2004 - August 2005
Ameriprise Financial Services, Inc. January 2003 - August 2004
State of Oregon May 2002 - September 2002
Wells Fargo Advisors May 1999 - September 2001
Skills
FINRA, Series 24, Securities, Financial Services, Series 7, Uniform Combined State..., Fixed Annuities, Series 65, Retirement, Series 63, Insurance, Legal Compliance, Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Series 9/10, Variable Annuities, Regulatory Affairs, Financial Regulation, Mutual Funds, Investment Advisory, FINRA Arbitrator, Fixed Income, Leadership, Securities Regulation, REIT
Education
Willamette University College of Law 2001 — 2002
Liberty University
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc. March 2013 - Present
Skills
Strategy, Training, Strategic Planning, Management, Operations Management, Budgets, Program Management, Leadership, Project Management, Human Resources, Forecasting, Process Improvement, Leadership Development, Strategic Financial..., Negotiation, Budgeting, HR Solutions, Communications Strategy, Staff Development, Strategic Communications, Financial Planning, Marketing, Financial Services, Finance, Retirement Planning, Investments
Education
Long Island University, C.W. Post Campus 1989 — 1993
BFA, Public Relations
Stuyvesant High School 1986 — 1989
Ameriprise Financial Services, Inc. May 1996 - Present
Education
La Salle University 1986 — 1993
B.S., Finance
Camden County College 1981 — 1986
Finance, Engineering
Collingswood High School 1977 — 1981
Amazon March 2015 - Present
Target February 2014 - February 2015
Ameriprise Financial Services, Inc. July 2013 - February 2014
Best Buy January 2011 - June 2013
Wells Fargo Home Mortgage September 2010 - January 2011
API Outsourcing January 2008 - September 2010
Metlife January 2000 - November 2007
St. Paul Companies January 1998 - December 1999
Skills
Business Analysis, SQL, Requirements Analysis, Visio, SDLC, Requirements Gathering, Agile Methodologies, Vendor Management, User Acceptance Testing, SharePoint, Systems Analysis, Business Requirements, Agile Project Management, User Experience, Axure RP, Functional Design, Rapid Prototyping, Information Architecture, User Experience Design, User Interface Design
Education
University of Minnesota-Twin Cities 2006 — 2007
Masters of Science, Software Engineering
Lawrence University 1992 — 1996
Bachelor of Arts, History
Ameriprise Financial Services, Inc. September 2011 - Present
MoneyGram International February 2011 - September 2011
BlueStem Brands 2009 - February 2011
Target April 2005 - April 2009
Ceridian August 2002 - April 2005
Travelers Insurance May 1999 - May 2002
Skills
Data Analysis, Business Analysis, Cross-functional Team..., Project Management, Process Improvement
Education
Lawrence University
Ameriprise Financial Services, Inc. January 2012 - Present
Red Smith Neighborhood Association April 2011 - October 2013
Kimberly-Clark June 2008 - January 2012
McAuliffe Park NHA June 2009 - November 2009
Bay Valley Foods July 2000 - June 2008
Huffy Sports June 1998 - July 2000
Technology Consulting Corporation January 1998 - June 1998
Norland Medical Systems June 1997 - January 1998
Skills
Management, Technology Development, Strategy, Vendor Management, Web Development, Team Leadership, Leadership, Project Management, Web Services, Team Building, Staff Management, Thought Leadership, Outsourcing, Change Management, SQL, Cloud Computing, Interactive Applications, Organizational..., Windows Server, IIS, Software Development, E-commerce, Microsoft SQL Server, Responsive Web Design, Social Media, User Experience, Data Center, Process Improvement, Cross-functional Team..., IT Strategy
Education
Silver Lake College 2008 — 2010
Master of Science, Management and Organizational Behavior
Lakeland College 2002 — 2008
Bachelor of Arts, Double Major: Business Administration & Marketing
Northeast Wisconsin Technical College 1995 — 1997
Coursework, Computer Programming
Ameriprise Financial Services, Inc. October 1996 - Present
Education
Long Island University, C.W. Post Campus 1989 — 1991
Bachelor of Science, Accounting
University of Hartford 1987 — 1989
Wacoal America November 2014 - Present
Lines for Life August 2013 - Present
Ameriprise Financial Services, Inc. March 2007 - August 2014
Creative Memories February 2007 - February 2009
Kaiser Permanente December 2004 - October 2006
Skills
Suicide Intervention, Financial Services, Social Media, Event Planning, Marketing, Public Speaking, Social Networking, Strategic Planning, Customer Service, Social Media Marketing, Event Management, Leadership, Nonprofits
Education
Linfield College 2013 — 2016
Bachelor's Degree, Social and Behavioral Sciences
Pioneer Pacific College 2001 — 2002
Associate of Applied Sciences, Paralegal and Medical Assisting
West Linn High School 1987 — 1990
ARS January 2012 - Present
NSC Consulting Services LLC September 2001 - January 2012
Ameriprise Financial Services, Inc. August 2011 - December 2011
Accredo Healthcare - a Medco Company June 2009 - June 2011
Barclays Global Investors September 2008 - November 2008
FedEx January 2008 - September 2008
Pfizer November 2006 - December 2007
First Horizon National Corporation April 2005 - September 2006
Cummins Engine Company September 2001 - September 2004
Skills
Process Improvement, Business Process, Project Management, Change Management, Business Process..., SDLC, Business Analysis, Team Leadership, SharePoint, Team Building, Software Documentation, Visio, ERP, Analysis, Leadership, Management, Finance, Data Warehousing, Project Planning, Testing, Training, Sarbanes-Oxley Act
Education
University of Phoenix 2005 — 2006
MBA, Marketing
University of Phoenix 2000 — 2004
MBA, Accounting
LeMoyne-Owen College 1992 — 1998
BBA, Accounting
Hamilton High 1989 — 1991
Corry Jr High 1988 — 1989
Bellevue Jr High 1986 — 1988
Surescripts May 2014 - Present
Donaldson December 2013 - May 2014
Digital River June 2012 - November 2013
Ameriprise Financial Services, Inc. July 2011 - June 2012
Quebecor World June 2009 - July 2011
Skills
DATAGUARD, Unix Shell Scripting, OEM Grid Control, RMAN, Oracle, PL/SQL, High Availability, Databases, Oracle RAC, ETL, Database Design, Data Warehousing, Data Modeling, SQL Tuning, Performance Tuning, Data Center, Solaris, Database Administration, Unix, Disaster Recovery, Oracle Applications, Shell Scripting
Education
Metropolitan State University 2015 — 2016
Master of Business Administration (M.B.A.), Management Information Systems, General
Life University 2002 — 2006
Bachelor of Business Administration (BBA), Management Information Systems, General
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial June 2010 - March 2013
Ameriprise Financial November 2007 - June 2010
Ameriprise Financial October 2006 - November 2007
Lego Store 2003 - 2005
US Bank 2002 - 2003
Skills
Banking, PowerPoint, Management, Lotus Notes, Microsoft Excel, Microsoft Word, SSD, 10 Key, Macro, Customer Service, Client Liaison, Close Attention to..., Handle Multiple Projects, Problem Solving, Knowledge Management, Lean Thinking, Outlook, Thompson O, Escalation Resolution
Education
North Central University 2000 — 2004
B.A, International Studies
Lincoln College 1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Ameriprise Financial Services, Inc. November 2011 - Present
ThomsonReuters June 2011 - December 2011
Wells Fargo International Systems November 2009 - June 2011
SunGard June 1984 - March 2009
Quintessa Charters 1998 - 2007
Nixdorf Computer 1976 - 1983
siemens-nixdorf 1976 - 1983
Skills
Microsoft SQL Server, Oracle, Unix, Perl, Java, Solaris, SDLC, SQL, Software Development, Business Analysis, XML, SharePoint, Project Planning, Integration, Linux, Active Directory, Virtualization, Windows, VMware, Requirements Analysis, Networking, Databases, Agile Methodologies, SOA, Visio, Solution Architecture, Web Services, Business Intelligence, Java Enterprise Edition, Software Project..., Web Applications
Education
Lawrence University 1969 — 1974
BA, Studio Art, Psychology
PNC October 2012 - Present
Primerica May 2011 - October 2012
SunTrust Bank December 2008 - March 2011
Ameriprise Financial Services, Inc. January 2008 - August 2008
Skills
Customer Relations, Loans, Customer Service, Financial Planning, Team-oriented, Relationship Management, Strategic Financial..., Data Entry, Finance, Insurance, Credit, Financial Services, Portfolio Management, Banking, Project Management, Financial Analysis, Leadership, Business Analysis
Education
University of Phoenix 2005 — 2006
MBA
Lagos State University 1986 — 1990
BSC, Botany/Microbiology
Ricoh Americas Corporation May 2014 - Present
Interactive Discovery Consulting & Psychological Services, P.C. April 2012 - May 2014
Voltaix, LLC September 2007 - March 2012
Wachovia Bank (i.e. Wells Fargo) September 2006 - September 2007
Ameriprise Financial Services, Inc. September 2004 - August 2006
J.S. Consultants, Inc. February 2001 - August 2004
M&M Knopf Auto Parts, Inc. March 1991 - January 2001
Skills
Project Management, Management, Budgets, Leadership, Strategic Planning, Financial Modeling, Process Improvement, Team Building, Risk Management, Negotiation, Business Analysis, Software Documentation, Data Analysis, Six Sigma, Business Development, Analysis, Pricing, Program Management, Customer Service, Microsoft Office, Operations Management, Finance, Financial Analysis, Purchasing, Cross-functional Team..., Investments, SAP, Product Development, Forecasting, Management Consulting, Change Management, Process Scheduler, Microsoft Excel, Project Planning, PowerPoint, Agile & Waterfall..., MS Visio, MS Project
Education
Liberty University 2010 — 2011
B.S. B. A., Finance, Graduated Summa Cum Laude
Villanova University 2003 — 2003
Certificate of Achievement, Essentials of Project Management
DeVry College of Technology 2001 — 2002
Associate of Arts and Sciences (A.A.S.), Computer Information Systems, Phi Theta Kappa Honors
Ameriprise Financial Services, Inc. April 2007 - Present
Education
Lake Superior State University 2001 — 2005
Bachelors, Social Studies
Ameriprise Financial Services, Inc. January 2004 - Present
Skills
Financial Services, Investments, Risk Management, Strategy, Portfolio Management, Business Analysis
Education
State University of New York at Stony Brook 1990 — 1995
Bachelor of Business Administration (B.B.A.), Social Sciences
LIU Post 2002 — 2004
Financial Planning and Services
Ameriprise Financial Services, Inc. 1994 - Present
Skills
Retirement Planning, Investments, Retirement, Finance, Estate Planning, Series 7, Wealth Management, Mutual Funds, Series 63, Investment Advisory
Education
La Salle University 1980 — 1984
Bachelor of Science in Business Administration, Finance and Management
APAC Customer Services June 2014 - Present
Encadria Staffing Solutions LLC October 2013 - March 2014
Kenan Advantage Group March 2013 - October 2013
Schneider National December 2011 - March 2013
Your Credit Inc October 2011 - November 2011
JCA Marketing July 2009 - October 2009
Ross Imaging August 2008 - April 2009
Peot Enterprise ( Your Neighborhood Shopper) February 2006 - August 2008
UnitedHealthcare August 2007 - February 2008
Ameriprise Financial Services, Inc. March 2007 - July 2007
Skills
Insurance, Customer Service, Cold Calling, New Business Development, Management, Training, Contract Negotiation, Advertising, Sales, Team Building, Account Management, Direct Sales, Sales Management, Strategic Planning, Marketing
Education
Lakeland College 2005 — 2007
B.A; B.A, Marketing; Business Administration
Northeast Wisconsin Technical College 1991 — 1996
A.S, Marketing
saint philip 1984 — 1988
Ameriprise Financial Services, Inc. August 2007 - Present
Sensis Corporation November 2002 - November 2007
Phillips Broadband December 1999 - November 2002
GE Energy December 1997 - December 1999
GE Energy September 1993 - December 1997
Education
Le Moyne College
MBA, Master - Business Administration
Queen's University
BS, Mechanical Engineering
Transamerica Financial 2012 - 2013
Ameriprise Financial Services, Inc. 2010 - January 2012
Shoreline Trading Group LLC 2007 - 2010
Strome Partners 2002 - 2007
Bear Stearns 1983 - 2002
Skills
Series 7, Series 63, Securities, Equities, Mutual Funds, Retirement Planning, Options, Investments, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Investment Advisory, Variable Annuities, Equity Trading, FINRA, Asset Management, Capital Markets, Trading, Financial Modeling, Financial Markets, Derivatives, Investment Banking, Relationship Management, Bonds, 401k, Long-term Care, Retirement, Investment Management, Strategic Financial..., Hedge Funds, Investment Strategies, Bloomberg, Fixed Income, Wealth Management..., Series 65, Financial Services, Alternative Investments, CA Insurance License, Disability Insurance, Insurance, Life Insurance, Trading Systems, Valuation, Financial Advisory, Risk Management, Separately Managed...
Education
Long Beach City College 1981 — 1983
AA, Business
Roman Catholic High 1969 — 1973
Business
BNY Mellon June 2014 - Present
Citi June 2012 - May 2014
Ameriprise Financial Services, Inc. January 2011 - April 2012
AIG July 2010 - October 2010
Netik August 2006 - July 2010
SunGard August 1997 - May 2006
Systec Computer Associates October 1996 - July 1997
Premier Solutions Ltd. January 1990 - September 1996
Long Island University September 1989 - May 1990
Time Electronics March 1989 - January 1990
Skills
Microsoft SQL Server, Oracle SQL, Microsoft Excel, Visio, PowerPoint, VBA, XML, VBScript, Microsoft Word, Access, SDLC, SQL
Education
Long Island University 1986 — 1988
Bachelor of Science (BS), Accounting and Management Information Systems (MIS), 3.90 Summa Cum Laude
Suffolk County Community College 1984 — 1985
Associates in Applied Science (AAS), Computer Information Systems (CIS), 3.80 With Highest Distinction
Ameriprise Financial Services, Inc. November 2005 - Present
Goldman Sachs March 2005 - November 2005
UBS 2000 - 2005
Skills
Administrative..., Outlook, Lotus Notes, Microsoft Excel
Education
LaGuardia Community College 1980 — 1983
A.A.S
Ameriprise Financial Services, Inc. June 2014 - Present
Ohio High School Athletic Association October 2013 - Present
Rooted Values, LLC May 2013 - Present
inVentiv Communications August 2011 - March 2015
Merrill Lynch May 2011 - August 2011
NB Handy September 2010 - May 2011
Sodexo October 2009 - May 2011
Skills
Accounting, Account Reconciliation, General Ledger, Microsoft Office, Accounts Receivable, Auditing, Financial Statements, Invoicing, Excel, Budgeting, Customer Service, Access, Quickbooks, Outlook, Reconciliation, Spreadsheets, Tax, Financial Planning, Billing, Journal Entries, SOX, GAAP, Accruals, Bookkeeping, Payroll, Income Statement, Expenses, Financial Accounting, Peachtree, Cash Flow, Fixed Assets, Cash, Tax Preparation, Tax Returns, US GAAP, Cash Management, Bank Reconciliation, Hold Series 7, Series 7
Education
Liberty University 2012 — 2012
Master of Science (M.S.), Accounting
Liberty University 2008 — 2011
Bachelor of Science (BS), Accounting
Tree of Life
Home June 2010 - Present
Aldine ISD August 2009 - June 2010
Ameriprise Financial Services, Inc. January 2008 - August 2008
Sona Medspa February 2007 - January 2008
US Army August 1999 - March 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Project Management, Mac, Apple Numbers, Apple, iWork, Multi Tasking, Organization
Education
Lone Star College System 2011 — 2014
Accounting Advanced Technical Certificate - CPA Exam Prep, Accounting
University of Houston 2005 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Voutsaras Financial July 2010 - Present
Ameriprise Financial Services, Inc. September 2004 - February 2010
Charles Schwab January 2003 - August 2004
Education
Lansing Community College
Associates, General / Business
Allianz Life May 2013 - Present
Ameriprise Financial Services, Inc. May 2005 - March 2013
Ameriprise Financial Services, Inc. May 2002 - May 2005
Ameriprise Financial Services, Inc. 2000 - 2002
Ameriprise Financial Services, Inc. April 1995 - April 2000
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Financial Reporting, Team Leadership, M&A experience, Forecasting, Benchmarking, Cost Benefit, Pricing, Compensation Structure..., Profit Maximization, Reengineering, Decision Support, Presentations, Microsoft Office, Insurance, Process Improvement
Education
University of Minnesota - Carlson School of Management 1998 — 2000
MBA, Finance and Strategic Management
University of Michigan Business School 1991 — 1993
BBA, Finance and Accounting
Lansing Community College 1989 — 1991
General Studies
Blue Cross Blue Shield of Michigan August 2012 - Present
Ameriprise Financial Services, Inc. December 2008 - September 2011
Holy Cross Evangelical Lutheran Church August 2004 - July 2007
American Express August 2001 - August 2004
H.W. Barkley Company January 1991 - June 2001
Novi-Northville Montessori 1989 - 1991
EDS Group 1986 - 1991
Skills
Microsoft Office, Customer Relations, Research, Customer Service, Event Management, Outlook, Event Planning
Education
Schoolcraft College 1977 — 1984
Business Administration, Management and Operations
Lawrence Technological University 1980 — 1982
Data Processing
Wells Fargo July 2009 - Present
Ameriprise Financial Services, Inc. September 2008 - April 2009
Education
Radford University - College of Business and Economics 2005 — 2008
B.B.A., Finance
Longwood University 2003 — 2005
Stone House Investment Management July 2010 - Present
Ameriprise Financial Services, Inc. October 2000 - June 2010
Education
Lock Haven University of Pennsylvania
BS, Business Management
Self Employed Retiree April 2009 - Present
Ameriprise Financial Services, Inc. 1993 - 2009
Unisys July 1978 - July 1991
Skills
Asset Management, Investments, Finance, Small Business, Retirement Planning, Financial Advisory, Estate Planning, Strategic Financial..., Retirement, 401k, Risk Management
Education
Lewis and Clark College 1976 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General
Phoenix College 1975 — 1976
None, Accounting and Business/Management
Larson Financial Group Llc July 2014 - Present
Wells Fargo Advisors August 2013 - June 2014
Wells Fargo Advisors June 2008 - August 2013
Ameriprise Financial Services, Inc. March 2005 - December 2007
Edward Jones January 1999 - February 2003
US Army August 1992 - December 1996
Skills
Managing Database, Investments, Branch Management, Supervisory Management, Risk Management, Compliance, Banking, Military
Education
University of Missouri-Saint Louis 1999 — 2001
Master of Business Administration (MBA), Business and Information Systems
Lake Forest College 1987 — 1991
Bachelor's Degree, Double Major Business and Psychology, 3.0
Saint Louis Priory 1987 — 1991
High school diploma, College Prep