Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

Ameriprise 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.

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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

Employee
Years
Job
Industry
Doug Gayer, MBA Doug Gayer, MBA Studio City, California Details
Doug Gayer, MBA's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2014 - Present
HPS Holdings   September 2002 - Present
Retail Revolution, LLC   January 2008 - December 2012
Fandango  August 2000 - September 2002
Razorfish  August 1998 - May 2000
ARCO Products Company  February 1995 - May 1998

Education
University of Southern California - Marshall School of Business   1998 — 2000
Master of Business Administration (MBA), Finance, Operations & Entrepreneurship

Arizona State University   1990 — 1994
Bachelor of Science (BS), Finance

Novian Tamara Novian Tamara Kerrville, Texas Details
Novian Tamara's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Client Service Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present

Skills
Series 7, Series 66

Education
Arkansas State University   2007 — 2014
Associate's Degree

Christy Lubrano Christy Lubrano New York, New York Details
Christy Lubrano's Ameriprise Financial Services, Inc. Experience January 2010 - May 2010
Job
Industry Marketing and Advertising
Experience
iProspect  November 2014 - Present
G/O Digital; A Gannett Company   July 2013 - November 2014
Xavier College Preparatory  January 2013 - August 2014
Yodle  June 2011 - July 2013
PRstore Phoenix   March 2011 - June 2011
Anheuser-Busch  September 2010 - February 2011
Ameriprise Financial Services, Inc.   January 2010 - May 2010
Puma  September 2009 - December 2009
Revolution Tea  September 2008 - September 2009
RepNation  September 2007 - December 2007

Skills
SEO, SEM, Online Marketing, Online Advertising, PPC, Google Adwords, Social Media, Digital Marketing, CRM, Marketing, Account Management, Marketing Strategy, Public Relations, Google Analytics, Product Management, Salesforce.com, Integrated Marketing, Sports Marketing, Project Management, Search Advertising, Facebook Marketing, Manage Client..., Google Ad, Kenshoo, DoubleClick, DFA

Education
Arizona State University - W. P. Carey School of Business   2006 — 2010
Bachelor of Arts, Business Communication and Certificate in International Business

La Salle University   2006 — 2007
Marketing

Hector Ortiz Hector Ortiz Minneapolis, Minnesota Details
Hector Ortiz's Ameriprise Financial Services, Inc. Experience January 2012 - July 2012
Job Associate Corporate Recruiter at Capella University
Industry Education Management
Experience
Capella University  December 2013 - Present
Xcel Energy  February 2013 - December 2013
Capella University  October 2012 - February 2013
Ameriprise Financial Services, Inc.   January 2012 - July 2012
Charles Schwab  December 2004 - September 2011
JPMorgan Chase  March 2003 - October 2004

Skills
Onboarding, Talent Acquisition, HRIS, Human Resources, Employee Relations, Interviews, Recruiting, Sourcing, Leadership, Employee Benefits, PeopleSoft, Screening, New Hire Orientations, Payroll, Personnel Management, HR Policies, Hiring, Career Development, Workforce Planning, College Recruiting, Deferred Compensation, Performance Management, Talent Management, Taleo, Coaching, FMLA, Payroll Services, Quality Assurance, Temporary Placement, Succession Planning, Benefits Administration, Job Fairs, Internet Recruiting, Organizational..., Management, Brokerage, Investment Banking, Policy, Conflict Resolution, Background Checks, Employee Engagement, Job Descriptions, Technical Recruiting, Resume Writing, Employer Branding, Employee Training, Labor Relations, Organizational..., Benefits Negotiation, Social Media

Education
University of Phoenix   2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General

Arizona State University   2001 — 2004
Bachelor of Science (B.S.), Marketing

University of Nebraska-Lincoln   1998 — 2001
non-degree, General Studies

Sandy Bowen Sandy Bowen Greater Salt Lake City Area Details
Sandy Bowen's Ameriprise Financial Services, Inc. Experience July 2001 - June 2005
Job Registered Paraplanner at Ameriprise Financial Services, Inc. with the practice of Michael G. Griffin and Daniel Foslid
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. with the practice of Michael G. Griffin and Daniel Foslid   August 2013 - Present
Krieger Radziwon and Associates, A Financial Advisory practice of Ameriprise Financial   March 2012 - August 2013
Woodward & Associates   June 2011 - February 2012
Randall S. Linde & Associates   December 2010 - May 2011
Western Plan Production   January 2010 - December 2010
Murphy Wright & Associates   January 2008 - December 2010
Specialized Collateral Recovery   June 2005 - June 2007
Ameriprise Financial Services, Inc.   July 2001 - June 2005
Desmond Kohnstamm & Tyrpak   August 1999 - September 2001
Cingular Wireless  October 1997 - July 2000

Education
Medaille College   1999 — 2001
BBA, Business

Arizona State University   1994 — 1996
Business

New Mexico State University   1990 — 1992
Communications and Education

Brigham Young University - Idaho   1988 — 1990
Communications

Las Cruces High School   1986 — 1988

Frank Sevilla Frank Sevilla Greater Chicago Area Details
Frank Sevilla's Ameriprise Financial Services, Inc. Experience December 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2009 - Present

Education
Ateneo de Manila University
Bachelor of Arts, General Studies

Gregory Kopfer Gregory Kopfer Portland, Oregon Details
Gregory Kopfer's Ameriprise Financial Services, Inc. Experience January 2005 - January 2006
Job Portland State University
Industry Real Estate
Experience
Community Management, Inc., AAMC   February 2014 - Present
Norris, Beggs & Simpson   January 2013 - July 2013
PREM Group  April 2011 - January 2013
Fabrion   March 2007 - June 2008
Gateway Financial Services  February 2006 - January 2007
Ameriprise Financial Services, Inc.   January 2005 - January 2006

Skills
Mortgage Lending, Loans, Condos, Customer Service, Marketing, Social Media, FHA, Social Media Marketing, New Business Development, Sales Management, Event Planning, Selling, Social Networking, Refinance, Microsoft Office, Financial Analysis, Budgets, Property Management

Education
Portland State University   2012 — 2014
Political Science and Government

Arizona State University   1999 — 2004

West Linn High School   1995 — 1999

Steven V. Sellers Steven V. Sellers Tampa/St. Petersburg, Florida Area Details
Steven V. Sellers's Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2008 - Present
H&R Block Financial  March 2007 - October 2008
A.G. Edwards   November 1996 - March 2007
Florida Progress Corp.   May 1981 - September 1996
Allstate Insurance  May 1979 - May 1981

Education
Auburn University   1974 — 1979
Bachelor of Science (BS), Business Administration and Management, General

Alex McElyea Alex McElyea Phoenix, Arizona Area Details
Alex McElyea's Ameriprise Financial Services, Inc. Experience August 2009 - September 2012
Job Director, Loyalty Analytics at Plenti
Industry Marketing and Advertising
Experience
American Express  October 2012 - Present
Ameriprise Financial Services, Inc.   August 2009 - September 2012

Skills
Portfolio Management, Credit, Credit Risk, Financial Risk, Risk Management, Credit Cards, Financial Analysis, Banking, Underwriting, Mortgage Lending, Loans, Credit Analysis, Risk Analytics, Process Improvement, Risk modeling, Marketing Analytics, Response Modeling, Fraud Strategy

Education
Arizona State University   2010 — 2012
Master of Business Administration (MBA), Finance, General

Arizona State University   1997 — 1999
Bachelor of Arts (B.A.), Economics/ Mathematics

Robroy Wiley Robroy Wiley Greater Atlanta Area Details
Robroy Wiley's Ameriprise Financial Services, Inc. Experience January 2006 - July 2006
Job Investment Advisor Representative
Industry Financial Services
Experience
Smart Plan Financial   July 2011 - Present
Rooms To Go  October 2006 - Present
Bloomingdale's  November 2008 - March 2012
The Container Store  May 2004 - October 2006
Ameriprise Financial Services, Inc.   January 2006 - July 2006

Skills
Inventory Control, Visual Merchandising, Customer Service, Retail, Inventory Management, Forecasting, Management, Merchandising, Store Management, Sales Management, Marketing, Team Building, New Business Development, Furniture, Sales, Change Management, Budgets, Time Management, Fashion, Leadership, CRM, Profit, Advertising, Account Management

Education
Georgia State University - J. Mack Robinson College of Business   2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance

Art Institute of Fort Lauderdale   1990 — 1991
AS, Fashion Retail Marketing

James Norris, MBA, APMA® James Norris, MBA, APMA® Phoenix, Arizona Details
James Norris, MBA, APMA®'s Ameriprise Financial Services, Inc. Experience August 2012 - September 2013
Job Owner/President & Wealth Management Advisor at Forum Wealth Management
Industry Investment Management
Experience
Forum Wealth Management   April 2014 - Present
LPL Financial  September 2013 - Present
NetVEST Financial, LLC   May 2006 - March 2014
Ameriprise Financial Services, Inc.   August 2012 - September 2013
LPL Financial  May 2006 - August 2012
New Day Bible Church   July 2006 - September 2009
Northern Arizona University  August 2003 - May 2005
First Southern Baptist Church  August 2003 - May 2004

Education
Arizona State University - W. P. Carey School of Business   2008 — 2010
MBA, Finance

   2006 — 2006
International Business

Northern Arizona University, College of Business Administration   2002 — 2006
Bachelor of Science (BS), Finance

Travis Alexander, MBA, CRPC® Travis Alexander, MBA, CRPC® Greater Los Angeles Area Details
Travis Alexander, MBA, CRPC®'s Ameriprise Financial Services, Inc. Experience 2007 - 2008
Job Financial Advisor at Travis Alexander & Associates A financial advisory practice of Ameriprise Financial Services Inc
Industry Financial Services
Experience
Travis Alexander & Associates A financial advisory practice of Ameriprise Financial Services, Inc   June 2007 - Present
Ameriprise Financial Services, Inc.   2007 - 2008
TPA House Painting   June 2000 - September 2007

Education
Gonzaga University   2007 — 2008
MBA, Finance, Accounting, Statistics, Economics, Business Management, Business Law, Ethics

Arizona State University   2002 — 2006
Bachelors of Science in Human Communication

Jeff Altman, CRPC® Jeff Altman, CRPC® Plano, Texas Details
Jeff Altman, CRPC®'s Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Financial Advisor with Verus Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Verus Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, Inc.   December 2014 - Present
Ameriprise Financial Services, Inc.   November 2013 - Present
REDC Default Solutions  December 2011 - August 2013
LITTON LOAN SERVICING (A Goldman Sachs Company)   August 2010 - September 2011
AVELO MORTGAGE (A Goldman Sachs Company)   January 2008 - August 2010
Fieldstone Mortgage Company  April 2006 - October 2007
Nationstar Mortgage  February 2005 - April 2006

Education
Arkansas State University   2001 — 2005
Business Administration, Business

University of Arkansas at Fayetteville   1998 — 2001
Bachelor's degree, Business Administration and Management, General

Barbara Groves Barbara Groves Tampa, Florida Details
Barbara Groves's Ameriprise Financial Services, Inc. Experience January 2013 - July 2013
Job Aspiring writer
Industry Consumer Services
Experience
State Farm  January 2014 - June 2014
Ameriprise Financial Services, Inc.   January 2013 - July 2013
Charles Schwab  October 2011 - July 2012
Electrolux  June 2010 - April 2011
McKesson  November 2009 - June 2010
NCO Financial  August 2008 - March 2009
Zappos.com  December 2004 - November 2007

Skills
Call Centers, Troubleshooting, Training, Technical Support, Customer Service, Data Entry, Sales, Operating Systems, DNS, Invoicing, Microsoft Office, E-commerce, Coaching, Linux, Logistics, Communication, Microsoft Excel, Customer Satisfaction, Microsoft Word, Problem Solving, Social Networking, Leadership, Typing, Public Speaking, Editing, Marketing

Education
Atlantic Cape Community College   2000 — 2004
Some College, Business Administration

Middle Township High School   1988 — 1992
Diploma, General Studies

Enika Johnson Enika Johnson Houston, Texas Area Details
Enika Johnson's Ameriprise Financial Services, Inc. Experience January 2008 - Present
Job Client Relationship Manager for Ameriprise Financial, Buchanan and Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2008 - Present

Skills
Series 7, Financial Services, 401k, Human Resources, Time Management, Vendor Management, Personal Financial..., Training, Insurance, Retirement, Sales, Employee Benefits, Long-term Care, Leadership

Education
Ashford University   2009 — 2013
Bachelor of Arts (B.A.), Human Resources Management and Services

Ashford University   2009 — 2013
Bachelor's Degree, HR Management

Veronica Turner Veronica Turner Tempe, Arizona Details
Veronica Turner's Ameriprise Financial Services, Inc. Experience January 2010 - March 2012
Job Bartender at Rooftop Patio and Lounge on Mill Ave
Industry Food & Beverages
Experience
Rooftop Patio and Lounge on Mill Ave   December 2013 - Present
Shakers Bar and Grill   March 2013 - July 2013
Flicka's Baja Cantina   January 2013 - July 2013
Woodshed 1   March 2012 - March 2013
Ameriprise Financial Services, Inc.   January 2010 - March 2012
U.S. Department of Energy   June 2006 - January 2010

Skills
Outlook, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Leadership, Access, Process Scheduler, Teamwork, Data Entry, Time Management, Office Management, Event Planning, Administrative...

Education
Arizona State University   2010 — 2014
Bachelor of Science (BS) Minor in Pre-Dental, Criminology

Mesa Community College   2011 — 2012

Craig Landers Craig Landers United States Details
Craig Landers's Ameriprise Financial Services, Inc. Experience October 1988 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry
Experience
Ameriprise Financial Services, Inc.   October 1988 - Present

Education
Arizona State University   1982 — 1986
Bachelor's Degree, Science, Business & Finance

Barbara Arend Barbara Arend Greater Pittsburgh Area Details
Barbara Arend's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Office Manager for Aiello & Brooks at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2011 - Present
Ameriprise Financial Services, Inc.   March 2009 - Present
Kamo Management Services   2005 - 2009
PaTTAN Pittsburgh   1998 - 2005
WQED Multimedia  1995 - 1998

Skills
PowerPoint, Office Management, Microsoft Excel, Microsoft Office, Event Planning, Microsoft Word, Research, QuickBooks, Coordination, Video Production, Public Speaking

Education
Ohio University   1993 — 1994
MA, Telecommunications Management & Public Administration

Ashland University   1984 — 1988
BA, Radio/Television

Shaler Area High School   1981 — 1984
Diploma, College Preparatory

Sean Draper Sean Draper Egg Harbor Township, New Jersey Details
Sean Draper's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Night Auditor at Days Inn
Industry Financial Services
Experience
Days Inn  April 2014 - Present
Shoprite  August 2013 - Present
Ameriprise Financial Services, Inc.   2013 - Present

Skills
Cashiering, Retail, Time Management, PowerPoint, Inventory Management, Microsoft Excel, Microsoft Word, Merchandising, Microsoft Office, Facebook, Customer Service, Visual Merchandising

Education
Atlantic Cape Community College   2013 — 2014

Egg Harbor Township High School   2009 — 2013

Sarah Mays Sarah Mays Marshall, Texas Details
Sarah Mays's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Academic Secretary at ETBU
Industry Higher Education
Experience
East Texas Baptist University  May 2013 - Present
Ameriprise Financial Services, Inc.   May 2012 - August 2012
East Texas Child Advocates   May 2012 - August 2012
Asbury College  January 2012 - May 2012
School for Little Children  May 2011 - August 2011
First United Methodist Church of Longview   June 2010 - August 2010

Skills
Writing, Organization, Communication, Interpersonal..., Microsoft Word, Social Media

Education
Asbury College   2009 — 2013
Bachelor of Arts (B.A.), English

Pine Tree High School   2005 — 2009

Amy Brumbeloe Amy Brumbeloe Glendale, Arizona Details
Amy Brumbeloe's Ameriprise Financial Services, Inc. Experience July 2007 - July 2013
Job Paraplanner | Practice Manager with MacLean & Associates, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
MacLean & Associates A financial advisory practice of Ameriprise Financial Services, Inc.   July 2007 - Present
Ameriprise Financial Services, Inc.   July 2007 - July 2013
H&R Block Financial Advisors  July 2007 - October 2009

Skills
Series 7, Series 66, Life and Health..., Trading, Client Relations Skills, Practice Management, Sales, Securities, Annuities, Life Insurance

Education
Arizona State University

Katherine Rouff Katherine Rouff Greater Boston Area Details
Katherine Rouff's Ameriprise Financial Services, Inc. Experience September 2011 - May 2012
Job Technical Recuiter at Apex Systems
Industry Information Technology and Services
Experience
Apex Systems  October 2012 - Present
Ameriprise Financial Services, Inc.   September 2011 - May 2012

Skills
Technical Recruiting, Recruiting, Staffing Services, Temporary Placement, Sourcing, Screening Resumes, Customer Service, Screening, Information Technology, Vendor Management, SDLC, Onboarding, Contract Relations, Employee Engagement, Project Management, Business Analysis, Online Publishing, Qualifying Candidates, Employee Relations, Customer Relations, Relationship Building, Temporary Staffing, Contract Recruitment, Internet Recruiting

Education
Assumption College   2008 — 2012
Bachelor of Arts (BA), Marketing

Beth Ann Brockman Beth Ann Brockman Phoenix, Arizona Details
Beth Ann Brockman's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job .
Industry Insurance
Experience
CVS Caremark Corporation  March 2014 - Present
Ameriprise Financial Services, Inc.   April 2012 - Present
Your Dietitian for Diabetes and Weight Control   January 2013 - January 2014
Colonial Life  December 2010 - September 2011
US Department of Commerce, Census Bureau  February 2010 - August 2010

Skills
Insurance, Disability Insurance, Life Insurance, Health Insurance, Term Life Insurance, Employee Benefits, Long-term Care, General Insurance, Medicare, Claim

Education
Arizona State University   2006 — 2008
BS, Nutrition

Michelle Kruse Michelle Kruse Phoenix, Arizona Details
Michelle Kruse's Ameriprise Financial Services, Inc. Experience December 2011 - October 2012
Job Director at ServiceMaster Restoration by ORC
Industry Construction
Experience
ServiceMaster Restoration by ORC   November 2012 - Present
Ameriprise Financial Services, Inc.   December 2011 - October 2012

Skills
Construction, Construction Management, Contract Negotiation, Project Management, Contractors, Negotiation, Project Planning, New Business Development, Budgets, Commercial Management, Management, Residential Homes

Education
Thomas Jefferson School of Law   2001 — 2001
Juris Doctorate on hold

Arizona State University   1997 — 2001
BA Communications, Mass Communication/Media Studies

Eric Niergarth Eric Niergarth Greater San Diego Area Details
Eric Niergarth's Ameriprise Financial Services, Inc. Experience May 2008 - August 2008
Job Sales Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional  October 2011 - Present
TD Ameritrade Institutional  December 2009 - October 2011
TD Ameritrade Institutional  July 2009 - December 2009
Ameriprise Financial Services, Inc.   May 2008 - August 2008

Skills
Series 7, Series 63, Series 65, Compliance, Six Sigma, Salesforce.com, Financial Services, Relationship Management, Process Improvement

Education
Arizona State University, W. P. Carey School of Business   2005 — 2009
Bachelors of Science, Accounting

Tim Bryan CRPC®, APMA® Tim Bryan CRPC®, APMA® Sun City, Arizona Details
Tim Bryan CRPC®, APMA®'s Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2013 - Present
Ameriprise Financial Services, Inc.   May 2009 - Present
Morgan Stanley  August 2003 - May 2009
Wachovia Securities  January 2001 - August 2003

Education
College for Financial Planning   2012 — 2013
CRPC® - (Chartered Retirement Planning Counselor), Retirement Planning

College for Financial Planning   2011 — 2012
APMA® - (Accredited Portfolio Management Advisor), Portfolio Management

Arizona State University   1996 — 2000
BS, Cellular Biology

Shadow Mountain High School   1990 — 1994
High School

Kami-O Betzina, M.A. Kami-O Betzina, M.A. Saint Paul, Minnesota Details
Kami-O Betzina, M.A.'s Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Human Resources
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc.   November 2014 - Present
Honeywell (Idexcel Inc.)   July 2013 - July 2014
Best Buy Co., Inc. (BC Forward)   July 2013 - July 2013
3M (HR Advantage Inc.)   April 2012 - February 2013
Best Buy  July 2007 - April 2012
U.S. Bank   March 2003 - July 2007

Skills
Marketing, Outlook, Time Management, PowerPoint, Human Resources, Data Entry, Visio, Onboarding, Microsoft Excel, Sales, Microsoft Word, Process Scheduler, Employee Relations, Administrative..., Leadership, Microsoft Office, Process Improvement, Budgets, Talent Acquisition, Training, Performance Management, Project Management, Taleo, Kenexa, LexisNexis, Marketo, Cross-functional Team..., Employee Training, Interviews, Management, Recruiting, Strategy, Program Management, Team Building, Administrative..., Marketing Communications, Product Marketing

Education
Concordia University-St. Paul   2013 — 2015
Master’s Degree, Strategic Communication Management, 3.02

Concordia University-St. Paul   2010 — 2011
Bachelor’s Degree, Marketing Management, 3.04 Graduated with Distinction

Arizona State University   1996 — 1997
Music Performance, General

Minnesota State University, Mankato   1993 — 1995
Music Performance, General

Normandale Community College   1989 — 1991
Associate's Degree, Business Administration and Management, General

Burnsville Senior High School   1987 — 1988
Diploma, Required

Taylor Conway Taylor Conway Tempe, Arizona Details
Taylor Conway's Ameriprise Financial Services, Inc. Experience December 2013 - January 2014
Job Business Women & Student at Arizona State University
Industry Financial Services
Experience
PoolSupplyWorld  April 2014 - June 2014
Ameriprise Financial Services, Inc.   December 2013 - January 2014
Procter & Gamble  December 2012 - January 2014
Alberts Investment Management Inc.   May 2013 - September 2013

Skills
Social Media, Microsoft Excel, Customer Service, Marketing, Research, Microsoft Office, Photoshop, PowerPoint, Educational Leadership, Microsoft Word, Teamwork, Public Speaking, English, Market Research, Time Management, Team Leadership, Rhetorical Analysis, Writing, Online Marketing, Vendor Management, Networking

Education
Arizona State University   2011 — 2015
Bachelor's Degree, Business Communications, Senior

Matt Weinstein Matt Weinstein Bethesda, Maryland Details
Matt Weinstein's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
Drainline Express, LLC   April 2009 - June 2012
ACE DuraFlo   April 2008 - April 2009
Colorado Independent Motors, LLC   November 2005 - April 2008

Skills
Series 7 Licensed, Series 66 Licensed, Insurance Licensed in...

Education
Arizona State University

Universal Technical Institute of Arizona Inc

Walt Whitman HS

carderock elementary

Michael J. Passante, CFP®, ChFC® Michael J. Passante, CFP®, ChFC® Phoenix, Arizona Area Details
Michael J. Passante, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience February 1997 - Present
Job Financial Advisor, Certified Financial PlannerTM practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 1997 - Present

Education
Arizona State University   1991 — 1995
BS, Finance

Garhet Wright Garhet Wright Provo, Utah Area Details
Garhet Wright's Ameriprise Financial Services, Inc. Experience April 2013 - September 2013
Job Business Analyst
Industry Accounting
Experience
Magellan Health  June 2014 - Present
PwC  June 2015 - August 2015
SunChase Holdings   September 2013 - June 2014
True Potential   July 2009 - January 2014
Arizona Youth Football League   August 2013 - December 2013
Ameriprise Financial Services, Inc.   April 2013 - September 2013
Sustain Haiti  July 2012 - August 2012
Mexico Guadalajara Mission   February 2012 - June 2012
The Church of Jesus Christ of Latter-day Saints  June 2010 - June 2012
Wright House Garden Reception Center   October 2008 - July 2010

Skills
Events Organizer, Management, Mathematics, Athletics, Fundraising, Leadership, Team Building, Team Leadership, Event Management, Communication, Equality & Diversity, Educational Leadership, Presenter, Finance, Accounting, Social Skills, Microsoft Office, Academia, Events Organisation, Public Speaking, Spanish, Teaching, Data Analysis, Event Planning

Education
Brigham Young University - Marriott School of Management   2015 — 2016
Master of Accountancy, Accounting

Arizona State University, W. P. Carey School of Business   2012 — 2014
Bachelor of Science (BS), Finance, General, Suma Cum Laude

Arizona State University   2009 — 2014
Bachelor's degree, Accounting, Suma Cum Laude

Westwood High School

Andrew Gaber, APMA, CRPC Andrew Gaber, APMA, CRPC Durango, Colorado Details
Andrew Gaber, APMA, CRPC's Ameriprise Financial Services, Inc. Experience December 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2005 - Present
Thrivent Financial  December 2010 - December 2012
American Express  December 2004 - December 2005

Education
Arizona State University   2008 — 2010
Bachelor of Science, Global Business Management

Slippery Rock University of Pennsylvania   2007 — 2008
Business and Personal/Financial Services Marketing Operations

Andrew Askin, APMA Andrew Askin, APMA Greater Denver Area Details
Andrew Askin, APMA's Ameriprise Financial Services, Inc. Experience October 2012 - May 2014
Job Associate Financial Advisor at Ethos Financial Partners
Industry Financial Services
Experience
Ethos Financial Partners   May 2014 - May 2015
Ameriprise Financial Services, Inc.   October 2012 - May 2014
Thomson Reuters  September 2010 - August 2012

Education
Arizona State University   2005 — 2009
B.S. in Business

Angela Stevens Angela Stevens Plano, Texas Details
Angela Stevens's Ameriprise Financial Services, Inc. Experience March 2008 - September 2009
Job
Industry Marketing and Advertising
Experience
inVentiv Health  September 2011 - Present
Twirl Inc   September 2009 - February 2011
Ameriprise Financial Services, Inc.   March 2008 - September 2009

Skills
Public Relations, CRM, Marketing, Marketing Strategy, Marketing Communications, Account Management, Strategic Planning, Sales, Sales Operations, Customer Service, Event Planning, Market Research, Event Management, Social Media Marketing, Trade Shows, Cross-functional Team..., Social Media, Sales Management, Advertising, Budgets

Education
Arizona State University   2002 — 2006
Bachelor, Marketing

Bryan Binz, CRPC® Bryan Binz, CRPC® Fort Smith, Arkansas Area Details
Bryan Binz, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2012 - Present
MetLife Financial Services  March 2009 - July 2012

Education
College for Financial Planning   2013 — 2015

Arkansas Tech University   1998 — 2002
Bachelor of Science, Management and Marketing

Barry McKinney Barry McKinney Chanhassen, Minnesota Details
Barry McKinney's Ameriprise Financial Services, Inc. Experience November 2012 - Present
Job Lead Design Engineer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2012 - Present
Treeswing Consulting   May 2008 - Present
Ameriprise Financial Services, Inc.   October 2007 - November 2012
Ameriprise Financial Services, Inc.   August 2002 - October 2007
Ameriprise Financial Services, Inc.   May 1998 - August 2002

Skills
.NET, Microsoft SQL Server, Database Administration, Database Design, Data Modeling, Data Mining, Web Design, Java, JavaScript, Visual C++, SAS, Visual Basic, Cisco Call Manager, Cisco VoIP, Cisco ICM, VBA, Digital Signage, Series 7, Cisco Technologies, SDLC, Visio, Business Analysis

Education
Arizona State University

University of Minnesota-Twin Cities
Bachelor of Science (BS), Geography and GIS

Hugh Blake-Thomas, III Hugh Blake-Thomas, III Greater Detroit Area Details
Hugh Blake-Thomas, III's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2014 - Present
Wells Fargo Advisors  2010 - 2014
UBS  2007 - 2010
National City Bank  2005 - 2007
Comerica Wealth & Institutional Management   2004 - 2005
Fidelity Investments  1999 - 2004

Education
Eastern Michigan University   1993 — 1997

Arizona State University   1992 — 1993

James Parker, CFP®, MBA James Parker, CFP®, MBA Mesa, Arizona Details
James Parker, CFP®, MBA's Ameriprise Financial Services, Inc. Experience March 1984 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc. An Ameriprise Platinum Financial Services® Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1984 - Present

Education
Arizona State University   1987 — 1989
Master of Business Administration (M.B.A.), Finance, General

BYU   1980 — 1983
Bachelor's of Science, Marketing

Mark Anthony Weldon Mark Anthony Weldon Phoenix, Arizona Details
Mark Anthony Weldon's Ameriprise Financial Services, Inc. Experience September 2014 - April 2015
Job Client Specialist Financial Planning at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  May 2015 - Present
Ameriprise Financial Services, Inc.   September 2014 - April 2015
Self Employed  August 2012 - May 2014

Skills
Investment Brokerage, Series 7, Series 66, Photoshop, InDesign, Illustrator, Copy Editing, Microsoft Office, CPR Certified

Education
Arizona State University   2010 — 2014
Bachelor of Science, Sociology

Sandra Porcaro Sandra Porcaro Greater Seattle Area Details
Sandra Porcaro's Ameriprise Financial Services, Inc. Experience 2014 - 2015
Job Ameriprise Financial Paragon Wealth Advisors Chief Operating Officer COO
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2014 - 2015
Ameriprise Financial Services, Inc.   2014 - 2015
1st Security Bank of Washington  October 2004 - March 2012
Washington’s Credit Union   1998 - 2004

Skills
Project Management, Project Lifecycle..., Verbal Communication, Written Communication, Online Marketing, Internal training, Customer Training, Voice of the Customer, RFP preparation, Team Management, Cross-functional Team..., Virtual Teams, Integrated Marketing, Risk Management, Communication, Customer Service, Strategy, Leadership, Team Building, Strategic Planning, Banking, Microsoft Office, Management

Education
Ashford University   2012 — 2014
Master of Business Administration (MBA) Candidate, Marketing

Western Washington University   1988 — 1991
Bachelor of Arts, Fashion Marketing - Interior Design

Blanchet High School

Blanchet High School

Seattle University

John Williford John Williford Auburn, Alabama Details
John Williford's Ameriprise Financial Services, Inc. Experience May 2001 - Present
Job Franchise Owner, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2001 - Present

Education
Auburn University   1982 — 1987
Bachelor of Science (B.S.), Operations Management

Daniel Hirota Daniel Hirota Seattle, Washington Details
Daniel Hirota's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2014 - Present
Trinity Nightclub   April 2005 - February 2015
Ameriprise Financial Services, Inc.   March 2013 - November 2014

Education
University of Washington, Michael G. Foster School of Business   2011 — 2013
Bachelor’s Degree, Finance and Information Systems, 3.89

Highline Community College   2009 — 2011
Associate of Arts (AA), Accounting and Business/Management

Art Institute of Seattle   1993 — 1996
Associate of Arts (AA), Music and Video Production

Kentridge High School   1988 — 1991

Virginia King Virginia King Greater Atlanta Area Details
Virginia King's Ameriprise Financial Services, Inc. Experience 2010 - Present
Job Business Development Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2010 - Present

Skills
Budgets, Vendor Management, Salesforce.com, Business Strategy, Program Management, Cross-functional Team..., Strategic Planning, Leadership Development, Leadership, Process Improvement, Team Building, Training, Direct Sales, Sales Operations, Team Leadership, Competitive Analysis, Strategy, Sales Process, Public Speaking, Customer Service, New Business Development, Sales Management, Business Development, Business Intelligence, Marketing Strategy, Marketing, Sales, Project Management, Account Management, Contract Negotiation, Executive Management, CRM

Education
Auburn University   1996 — 1999
B.A., Elementary Education, concentration in Music

Southern Union State Community College   1994 — 1996
B.A.

Stephen Meier Stephen Meier Greater Los Angeles Area Details
Stephen Meier's Ameriprise Financial Services, Inc. Experience January 2004 - March 2005
Job Writer
Industry Writing and Editing
Experience
Stephen Meier   April 2008 - Present
AMERIPRISE FINANCIAL  April 2005 - April 2008
Ameriprise Financial Services, Inc.   January 2004 - March 2005

Skills
Strategy, Social Media Marketing, Television, Email Marketing, Editing, Television, Film,..., Storytelling, Entertainment, Film, Press Releases, Public Relations, Publishing, Feature Films, Online Advertising, Creative Writing, Market Research, Publicity, Facebook, Copywriting, Media Relations, Video, Final Cut Pro, Online Marketing, Blogging, Social Networking, Video Production, Newsletters, Marketing, Copy Editing, Web Content, Broadcast, Public Speaking, Social Media, Advertising, Digital Media, Film Production, Content Strategy

Education
Arizona State University   1992 — 1996
BA, English

Arizona State University   1992 — 1996
Bachelor of Arts, English

Brian Conoboy Brian Conoboy Greater Atlanta Area Details
Brian Conoboy's Ameriprise Financial Services, Inc. Experience March 2010 - August 2011
Job Finance Manager at NCR Corporation
Industry Financial Services
Experience
NCR Corporation  November 2014 - Present
UnitedHealth Group  January 2014 - August 2014
UnitedHealth Group  August 2011 - January 2014
Ameriprise Financial Services, Inc.   March 2010 - August 2011
Ameriprise Financial Services, Inc.   June 2008 - March 2010
Ameriprise Financial Services, Inc.   June 2002 - June 2008
MoneyGram International  December 2001 - June 2002

Skills
Business Analysis, Risk Management, Strategic Financial..., Financial Analysis, Process Improvement, Financial Planning, Leadership, Forecasting, Financial Reporting, Down to Earth, Management, Team Leadership, Financial Modeling, Vendor Management, Business Planning, Outsourcing, Analysis, Budgets

Education
Arizona State University West   1996 — 2000
BS Management

Elizabeth M. Kieras, MBA Elizabeth M. Kieras, MBA Birmingham, Alabama Area Details
Elizabeth M. Kieras, MBA's Ameriprise Financial Services, Inc. Experience July 2000 - October 2001
Job Director of Finance & Business Development at The Center For Therapeutic Angiogenesis
Industry Medical Practice
Experience
Center For Therapeutic Angiogenesis   May 2008 - May 2015
ProEquities, Inc.   May 2005 - March 2006
Morgan Stanley  March 2002 - May 2005
Ameriprise Financial Services, Inc.   July 2000 - October 2001

Skills
Business Development, Healthcare, Strategic Planning, Leadership, Management, Finance, Financial Analysis, Clinical Research, Clinical Trials, Research

Education
University of Alabama, Manderson Graduate School of Business   2005 — 2006
MBA

Auburn University   1996 — 2000
BS, Finance

Michael J. Ladman Michael J. Ladman Minneapolis, Minnesota Details
Michael J. Ladman's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Brokerage New Business and Intercompany Transfers
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2014 - Present
Bertelson Total Office Solutions  February 2013 - March 2014
Volkart May and Associates   September 2008 - July 2012
Volkart May & Associates, Inc.   September 2008 - March 2010
L & L Exhibition   October 2007 - September 2008
Kocina Marketing Companies, Inc.   May 2005 - October 2007

Skills
Lead Generation, Business Development, Sales, Lead Management, New Business Development, Selling, Supervising Others, Marketing, Management Contracts, Team Building, B2B, Direct Sales, Cold Calling Experience, Marketing Strategy, Sales Presentations, Customer Service, Recruiting, Team Leadership, Account Management, CRM, Cold Calling, Customer Retention, Online Marketing, Salesforce.com

Education
Arizona State University

Collins College
Associate of Arts (A.A.), Advertising and Marketing

John Wipper, CAPM® John Wipper, CAPM® Chapel Hill, North Carolina Details
John Wipper, CAPM®'s Ameriprise Financial Services, Inc. Experience October 2011 - July 2012
Job Project Manager at BB&T
Industry Information Technology and Services
Experience
BB&T  February 2014 - Present
G&K Services  May 2013 - January 2014
Best Buy  August 2012 - April 2013
Ameriprise Financial Services, Inc.   October 2011 - July 2012
Healthland  February 2011 - October 2011
MN Pollution Control Agency (MPCA)   May 2010 - January 2011
Case New Holland  October 2009 - May 2010
Digi-Key Corporation  September 2008 - September 2009
Wells Fargo Financial  August 2007 - September 2008

Skills
Project Management, Program Management, PMO, Business Analysis, Process Improvement, Vendor Management, Project Portfolio..., Business Process..., SharePoint, Requirements Analysis, MS Project, Project Planning, Software Project..., Status Tracking, Business Intelligence, Agile Methodologies, Quality Assurance, Testing, Change Management, Software Documentation, Cross-functional Team..., Databases, SDLC, PMP, Training, Microsoft Project

Education
Arizona State University - W. P. Carey School of Business   2002 — 2007
Bachelors, Business Management, Economics, International Business

Spiros Kabitsis Spiros Kabitsis San Jose, California Details
Spiros Kabitsis's Ameriprise Financial Services, Inc. Experience June 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2002 - Present
Ameriprise Financial Services, Inc.   November 2002 - June 2010
American Express Financial Advisors  April 1992 - November 2002

Education
Athens University of Economics and Business   1981 — 1986
BS, Economics and Business Management

Cheryl Angelique Levy Cheryl Angelique Levy Miami/Fort Lauderdale Area Details
Cheryl Angelique Levy's Ameriprise Financial Services, Inc. Experience March 2009 - December 2012
Job Fashion Designer at Cheryl A. Levy International Inc
Industry Design
Experience
Cheryl A. Levy International Inc   January 2010 - Present
Ameriprise Financial Services, Inc.   March 2009 - December 2012
LITTLE BAY   1990 - 2009

Skills
Fashion Design, Draping, Fashion Illustration, Pattern, Mood Boards, Tech Packs, Styling, Sewing, Pattern Design, Textile Design, Fashion, Apparel, Photoshop, Illustrator, Microsoft Excel, Event Planning, Business Development

Education
University of Phoenix   2011 — 2013
Bachelor of Business Administration (BBA), Marketing, 3.85

Art Institute of Fort Lauderdale   2009 — 2011
AS, Fashion Design, 3.9

Gary Fineberg Gary Fineberg Phoenix, Arizona Area Details
Gary Fineberg's Ameriprise Financial Services, Inc. Experience 2008 - January 2009
Job Academic Counselor at Apollo Group
Industry Higher Education
Experience
Apollo Group  January 2009 - Present
Ameriprise Financial Services, Inc.   2008 - January 2009
AIG SunAmerica  2000 - 2008

Education
Arizona State University
Bachelor's degree, Political Science and Government

Scott Storkan Scott Storkan Greater Minneapolis-St. Paul Area Details
Scott Storkan's Ameriprise Financial Services, Inc. Experience July 2011 - Present
Job Process Analyst Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2011 - Present
Phoenix Coyotes Hockey Club  June 2006 - October 2010
Octagon  May 2005 - September 2005
University of Minnesota  August 2003 - May 2004

Skills
Sports, Hockey, Teamwork, Management, Brand Awareness, Budgets, Nonprofits, Strategic Planning, Recruiting, Sports Marketing

Education
University of Minnesota-Twin Cities   2003 — 2006
B.S., Sport Management

Arizona State University   2000 — 2003
N/A, Accounting

Felicia Hazen Felicia Hazen Lincoln, Nebraska Area Details
Felicia Hazen's Ameriprise Financial Services, Inc. Experience August 1991 - Present
Job Paraplanner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1991 - Present

Education
Auburn University, College of Business   1986 — 1988
Bachelors, Finance

Eileen Kane, CFP Eileen Kane, CFP Greater Atlanta Area Details
Eileen Kane, CFP's Ameriprise Financial Services, Inc. Experience 2000 - 2006
Job Vice President | Wealth Channel Development Advisor at PNC
Industry Financial Services
Experience
PNC  2012 - Present
First Citizens Bank & Trust of South Carolina  January 2011 - May 2012
PNC Bank  February 2010 - October 2010
National City Bank  December 2007 - February 2010
Ameriprise Financial Services, Inc.   2000 - 2006

Skills
Analysis, Asset Allocation, Financial Services, Time Management, Credit Analysis, Data Analysis, Mutual Funds

Education
Ashland University
MBA

Miami University
BS

Hays Latimer, CFP®, CRPC® Hays Latimer, CFP®, CRPC® Birmingham, Alabama Area Details
Hays Latimer, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2005 - Present

Education
Auburn University   1999 — 2003
B.S., Marketing

Laura Rodrigues Ammon Laura Rodrigues Ammon Greater Minneapolis-St. Paul Area Details
Laura Rodrigues Ammon's Ameriprise Financial Services, Inc. Experience July 2011 - April 2012
Job Senior BSA at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage  April 2012 - Present
Project Consulting Group  July 2011 - October 2013
Ameriprise Financial Services, Inc.   July 2011 - April 2012
Laura Ammon Photography   June 2008 - July 2011
Target  2007 - 2007
Fidelity Investments  June 2000 - May 2003
Exodus Communications  1999 - 2001
Calyber Contracting   1996 - 1997

Skills
Visio, Clarity, Quality Center, Trade Flow, Integration, Software Documentation, Business Requirements, Business Process, Process Improvement, Testing, Databases, Oracle, Gap Analysis, Requirements Gathering, Trading, Vendor Management, Requirements Analysis, Business Analysis

Education
Arizona State University   1991 — 1996
Bachelor's degree

Rene Espinoza Rene Espinoza Phoenix, Arizona Area Details
Rene Espinoza's Ameriprise Financial Services, Inc. Experience July 1998 - Present
Job Financial AdvisorFranchise Owner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1998 - Present
Merrill Lynch  March 2010 - July 2011
Ameriprise Financial  December 1999 - March 2010

Education
Arizona State University, W. P. Carey School of Business   1992 — 1998
BS, Finance

Auroon Thapa Auroon Thapa Phoenix, Arizona Area Details
Auroon Thapa's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
JP Morgan Securities  April 2012 - May 2015
Merrill Lynch  September 2010 - April 2012

Education
Arizona State University, W. P. Carey School of Business
MBA, Entrepreneurship & Finance

Arizona State University, W. P. Carey School of Business   2003 — 2007
BS, Marketing

Catherine Norvell Catherine Norvell Jonesboro, Arkansas Area Details
Catherine Norvell's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Client Services Assistant at Ameriprise Financial Services, Inc.
Industry Higher Education
Experience
Historic Houses, Pink Palace Family of Museums   February 2014 - Present
Ameriprise Financial Services, Inc.   December 2011 - Present
University of Memphis  January 2011 - Present
J.J.B. Hilliard & W.L. Lyons   January 2003 - December 2011
University of Memphis  August 2007 - August 2010
University of Memphis  August 2006 - May 2007
J.J.B. Hilliard & W.L. Lyons   July 2001 - May 2003
J.J.B. Hilliard & W.L. Lyons   February 2000 - June 2001

Education
The University of Memphis   2007 — 2012
Ph.D, History

The University of Memphis   2004 — 2007
MA, History

Arkansas State University   2003 — 2004
BFA, Art, Art History

University of Missouri-Columbia   1997 — 1999
History

Westminster College (MO)   1995 — 1996

Lorenzo D' Medici   2004 — 2004
Art; Art History

Nicholas Carlin, CFP®, CRPC®, APMA® Nicholas Carlin, CFP®, CRPC®, APMA® Greater Boston Area Details
Nicholas Carlin, CFP®, CRPC®, APMA®'s Ameriprise Financial Services, Inc. Experience 2004 - Present
Job Financial Advisor at Ameriprise Financial, CA License # 0i13286
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2004 - Present

Education
Assumption College   1999 — 2003
Bachelor of Arts (BA)

International College de Cannes   2001 — 2001
Certificate, French Language and Business

Michael Federico Michael Federico Phoenix, Arizona Area Details
Michael Federico's Ameriprise Financial Services, Inc. Experience June 1996 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1996 - Present

Education
University of Phoenix   2001 — 2002
College of Financial Planning

Arizona State University   1988 — 1996
Bachelor of Science, Management

Grant Haygood, CPA, RICP® Grant Haygood, CPA, RICP® Montgomery, Alabama Details
Grant Haygood, CPA, RICP®'s Ameriprise Financial Services, Inc. Experience January 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2008 - Present
Resurrection Catholic Missions of the South   November 2005 - April 2007
Alfa Insurance Companies   February 1993 - October 2005
Kinder Care Learning Centers  1987 - 1993
Wilson Price   1982 - 1987

Education
Auburn University   1979 — 1982
BSBA, Accounting

Scott Jones, CRPC®, RFC® Scott Jones, CRPC®, RFC® Mount Laurel, New Jersey Details
Scott Jones, CRPC®, RFC®'s Ameriprise Financial Services, Inc. Experience July 2002 - September 2011
Job Financial Advisor with a focus on multigenerational wealth management, retirement and estate planning
Industry Financial Services
Experience
Jones & Associates Wealth Management   September 2011 - Present
National Association of Women Business Owners (NAWBO) South Jersey   June 2011 - June 2012
Ameriprise Financial Services, Inc.   July 2002 - September 2011
Marlton Regional BNI   2008 - August 2011
Best Buy  December 1997 - June 2002

Skills
Retirement Planning, Estate Planning, Multi-generational..., Disability Insurance, Long-term care insurance, Medical insurance, Financial Planning, College Education..., Investment Management, Tax Management..., Trust Conservatorships, Small Business..., Special Needs Planning, Business Retirement...

Education
College for Financial Planning   2008 — 2008
Chartered Retirement Planning Counselor, Finance

Art Institute of Philadelphia   1994 — 1996
Associate of Specialized Business, MVB

Eastern High School   1990 — 1994

Cole Cardon Cole Cardon United States Details
Cole Cardon's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Financial Advisor Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2013 - Present
Riverbend golf course   2006 - 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking

Education
Arizona State University   2014 — 2015
Economics

Utah Valley University   2007 — 2009

Tim George, CFP® Tim George, CFP® Tampa, Florida Details
Tim George, CFP®'s Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. | CERTIFIED FINANCIAL PLANNER(TM)
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
RBC Wealth Management  October 2009 - May 2013
J.B. Hanauer & Co.   July 1991 - October 2009

Education
Arizona State University
Finance, General

Cassi Busby Cassi Busby Gardendale, Alabama Details
Cassi Busby's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Hospitality
Experience
Ameriprise Financial Services, Inc.   March 2013 - Present
Auburn University  August 2008 - December 2012
Carraway-Davie House and Conference Center   May 2012 - July 2012
Historic Rucker Place   May 2011 - August 2011

Skills
Event Management, Catering, Hospitality, Event Planning, Hospitality Management, Higher Education, Customer Service, Food & Beverage, Hospitality Industry, Research, Social Networking, Sales, Fundraising, Hotels, Public Speaking, Time Management

Education
Auburn University   2008 — 2012
Bachelor of Science (BS), Hospitality Administration/Management

Auburn University   2008 — 2012

Kevin Golden, CRPC® Kevin Golden, CRPC® Scottsdale, Arizona Details
Kevin Golden, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2001 - Present
Job Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2001 - Present
Charles Schwab  August 2000 - May 2001

Education
College for Financial Planning   2014 — 2014
Certification, Chartered Retirement Planning Couselor

Arizona State University   1995 — 1999

Gretchen Ditto, CFP®, ChFC®, CLU®, Gretchen Ditto, CFP®, ChFC®, CLU®, Greater San Diego Area Details
Gretchen Ditto, CFP®, ChFC®, CLU®,'s Ameriprise Financial Services, Inc. Experience October 2011 - August 2013
Job Region Vice President at Ameriprise Financial, RiverSource Insurance
Industry Financial Services
Experience
Ameriprise Financial, RiverSource Insurance   August 2013 - Present
Ameriprise Financial Services, Inc.   October 2011 - August 2013
Ditto & Co   February 2009 - September 2011
Ameriprise Financial  January 2007 - February 2009
Ameriprise Financial  May 2004 - January 2007
LPL  November 2002 - May 2004
Ameriprise Financial  1999 - 2002
Ameriprise Financial Services, Inc.   January 1996 - August 1999

Education
Arizona State University
Bachelor of Science, Marketing

Robert Devereux CFP (R) Robert Devereux CFP (R) Daytona Beach, Florida Area Details
Robert Devereux CFP (R)'s Ameriprise Financial Services, Inc. Experience 2008 - 2014
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  May 2008 - Present
Ameriprise Financial Services, Inc.   2008 - 2014

Education
Assumption College   1968 — 1972

Boston College High School   1964 — 1968
HS, College Prep

Eric Niergarth Eric Niergarth Phoenix, Arizona Area Details
Eric Niergarth's Ameriprise Financial Services, Inc. Experience May 2008 - August 2008
Job Brokerage Assistant at Mosaic Properties
Industry Accounting
Experience
Mosaic Properties   February 2008 - May 2009
Ameriprise Financial Services, Inc.   May 2008 - August 2008

Education
Arizona State University - W. P. Carey School of Business   2005 — 2009
Bachelors, Accounting

Russ Emrath, CFP®, CRPC®, MBA Russ Emrath, CFP®, CRPC®, MBA Raleigh-Durham, North Carolina Area Details
Russ Emrath, CFP®, CRPC®, MBA's Ameriprise Financial Services, Inc. Experience June 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2008 - Present
Toshiba  July 2006 - May 2008
United States Air Force  August 2002 - July 2006
Middle Tennessee State University  January 2001 - December 2001

Education
Arizona State University - W. P. Carey School of Business   2004 — 2006
MBA, Business

Middle Tennessee State University   1998 — 2002
BS, Aerospace, Physics

Daniel Thompson Daniel Thompson Minneapolis, Minnesota Details
Daniel Thompson's Ameriprise Financial Services, Inc. Experience 2011 - 2013
Job Recruiting Specialist at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  May 2015 - Present
Aerotek - Stephen James Associates   March 2014 - April 2015
Ameriprise Financial Services, Inc.   2011 - 2013
USDA  2008 - 2010

Skills
Finance, Customer Service, Key Account Management, Accounting, Financial Analysis, Staffing Services, Temporary Placement, Temporary Staffing, Business Analysis, New Business Development, Account Management, Cost Accounting, Accounts Payable, Sales Management, Account Reconciliation, Direct Sales, Management, Trade Compliance, Office Administration, Customer Insight, Client Development, Manage Client..., Banking, Small Business Lending, Lines Of Credit, Investments, Information Retrieval, Business Development, Human Resources, Training, Trade Finance, Investment Properties, Retirement Planning, Retirement Plan..., Sourcing, Microsoft Excel, Microsoft Office, CRM, Time Management, PowerPoint, Leadership, Microsoft Word, Sales, Social Media, Public Speaking, Social Networking, Teamwork, Interviews, Coaching, Analysis

Education
Augsburg College   2007 — 2012
Bachelor's Degree, Finance and Religion

University of Newcastle   2011 — 2011
Bachelor's Degree, Finance and Religion

Champlin park high school

Champlin park high school

Shannon Wiatrek Shannon Wiatrek Lincoln, Nebraska Area Details
Shannon Wiatrek's Ameriprise Financial Services, Inc. Experience January 2013 - February 2014
Job Marketing Manager at Deep Sky Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Deep Sky Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.   March 2014 - Present
Ameriprise Financial Services, Inc.   January 2013 - February 2014
University of the Rockies  February 2012 - November 2012
University of the Rockies  October 2010 - January 2012
University of the Rockies  July 2009 - September 2010
Ballentine Partners, LLC  September 2007 - March 2009
Atlantic Home Health, Inc.   January 2007 - August 2007
University of Maine  October 2003 - May 2007

Education
Ashford University   2010 — 2011
Masters of Business Administration, Finance

University of Maine   2003 — 2007
Bachelor of Arts, Psychology

Nicole Hertz Nicole Hertz Little Rock, Arkansas Details
Nicole Hertz's Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2011 - Present
Cargill Pork   March 2004 - April 2011

Education
Arkansas Tech University   2008 — 2010
Accounting

Dawyne Johnson Dawyne Johnson Las Vegas, Nevada Area Details
Dawyne Johnson's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Online Tool Support Expert at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2013 - Present
Ameriprise Financial Services, Inc.   November 2011 - December 2013
CarMax Auto Finance  November 2008 - February 2010

Skills
Financial Services, Customer Service, Series 66, Series 7, Investments, Mutual Funds, Equities, Finance, Portfolio Management

Education
Ashford University   2009 — 2013
Bachelor’s Degree, Health/Health Care Administration/Management

Rob Huish Rob Huish Phoenix, Arizona Area Details
Rob Huish's Ameriprise Financial Services, Inc. Experience July 2006 - September 2009
Job Senior Vice President at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation  September 2009 - Present
Ameriprise Financial Services, Inc.   July 2006 - September 2009
A.G. Edwards & Sons, Inc.   February 1999 - July 2006
Wells Fargo Bank  July 1994 - February 1999

Skills
Loans, Finance, Insurance, Financial Services, Banking, Life Insurance, Business Development, Management, Portfolio Management, Wealth Management, Series 7, Series 63, Retirement Planning, Investments, Retirement, Mutual Funds, Customer Service

Education
Arizona State University - W. P. Carey School of Business   1992 — 1995
Management, Business, Computer Information Systems

Douglas High   1983 — 1986

Jessica Durand, MBA Jessica Durand, MBA Owatonna, Minnesota Details
Jessica Durand, MBA's Ameriprise Financial Services, Inc. Experience June 2014 - December 2014
Job Financial Assistant at United Prairie Financial Network
Industry Financial Services
Experience
United Prairie Financial Network   January 2015 - Present
Self-employed Consulting  January 1998 - Present
Ameriprise Financial Services, Inc.   June 2014 - December 2014
Ameriprise Financial Services, Inc.   December 2009 - September 2010
Federated Insurance  September 2006 - December 2009
Jostens  May 2004 - May 2005
Jostens  May 2001 - May 2004

Skills
Financial Reporting, Sales, Customer Service, Strategic Financial..., Financial Statement..., Strategic Planning, Risk Management, Financial Analysis, Microsoft Excel, Finance, Time Management, Leadership, Accounting, Community Outreach, Public Speaking, Training, Financial Planning, Management

Education
Auburn University   2002 — 2007
MBA

Minnesota State University, Mankato   1995 — 1999
Bachelor of Science Degree, Business Administration- Finance

Irina Shurugcheeva Irina Shurugcheeva Washington D.C. Metro Area Details
Irina Shurugcheeva's Ameriprise Financial Services, Inc. Experience January 2012 - April 2014
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
Bank of America  August 2014 - May 2015
Ameriprise Financial Services, Inc.   January 2012 - April 2014
Borgata Hotel Casino & Spa  July 2006 - April 2014
Trump International Hotel and Tower, NYC  2004 - 2006

Skills
Business Ethics, Marketing, Business, Management, Time Management, Sales, Finance, Leadership, CRM, Training, Budgets, Analysis, Customer Service, Microsoft Office, Social Networking, Social Media, Public Relations, Social Media Marketing, Microsoft Excel, Event Planning

Education
Stockton University   2012 — 2013
Bachelor's degree May 2013, Communication Studies and Marketing

Atlantic Cape Community College   2010 — 2012
Communication and Public Relations, Communication and Media Studies

Пятигорский Государственный Лингвистический Университет (ПГЛУ) / Pyatigorsk State Linguistic University (PSLU)   2001 — 2004
International Communication and Foreign Culture, International Relations and Affairs

Stephanie Contino Stephanie Contino Greater New York City Area Details
Stephanie Contino's Ameriprise Financial Services, Inc. Experience August 2013 - September 2014
Job Experienced Problem Solver
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2013 - September 2014
Harvard Maintenance  February 2010 - March 2012
NMHC  2004 - 2007
Publishers Clearing House  2003 - 2004
MagnaCare  2002 - 2003
The NPD Group  2000 - 2002
Insignia/ESG  1997 - 2000
Sullivan & Company (acquired by Heidrick & Struggles)   1993 - 1997

Skills
Customer Service, PowerPoint, Microsoft Excel, Strategic Planning, Microsoft Word, Outlook, Project Management, Sales, Process Improvement, Microsoft Office, Human Resources, Employee Benefits, Negotiation, Administrative..., Research, New Hire Orientations, Social Media, Event Planning, Training, Sales Management, Operations Management, Leadership, Employee Relations, Management, Coaching, Contract Management, Team Leadership, Customer Satisfaction, Employee Training, Organizational..., Marketing, Performance Management, Project Planning, Recruiting, Leadership Development, Change Management, Purchasing, Budgets, Accounts Receivable, Invoicing, Time Management, Market Research, Payroll, Facilities Management, Business Development, Strategy, Retail, Selling, Onboarding, Forecasting

Education
Ashford University   2010 — 2012
Bachelor of Arts (BA), Social Science, GPA 3.95

Christina Lund Christina Lund Minneapolis, Minnesota Details
Christina Lund's Ameriprise Financial Services, Inc. Experience June 2013 - October 2013
Job Client Operations Analyst at NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners  March 2014 - Present
NorthRock Partners  October 2013 - February 2014
Ameriprise Financial Services, Inc.   June 2013 - October 2013
R&R Partners  January 2013 - May 2013
Tree Trust  May 2012 - August 2012
KTVK-TV  January 2012 - May 2012
Cronkite NewsWatch  August 2011 - December 2011
Green Living AZ magazine  May 2011 - September 2011
KNXV-TV  January 2011 - May 2011

Skills
Media Relations, Public Relations, Social Media, Editing, Newsletters, Journalism, Final Cut Pro, AP Style, Broadcast Journalism, Strategic Communications, Cision, Corporate Communications, Marketing Communications, ENPS, Multimedia, Wordpress, Photoshop, Blogger, Leadership, Adobe Creative Suite, Crisis Management, Special Events..., Digital Media, SEO, Client Relations, ACT!, Morningstar, Financial Reporting, Financial Services

Education
Arizona State University   2009 — 2013
Journalism and Mass Communication, Public Relations, Senior

Brandon Williford Brandon Williford Auburn, Alabama Area Details
Brandon Williford's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job
Industry
Experience
Ameriprise Financial Services, Inc.   January 2015 - Present
Ace Hardware  February 2013 - October 2014

Education
Auburn University   2015 — 2019

Auburn Highschool

Melissa Boyett Smith Melissa Boyett Smith Little Rock, Arkansas Area Details
Melissa Boyett Smith's Ameriprise Financial Services, Inc. Experience October 1993 - December 2010
Job Business/Personal Financial Consultant
Industry Financial Services
Experience
Century 21 Real Estate Unlimited   May 2015 - Present
Bank of the Ozarks  December 2014 - April 2015
Melissa R. Smith, ChFC   January 2011 - November 2014
Ameriprise Financial Services, Inc.   October 1993 - December 2010
R & G Sloane Manufacturing   October 1992 - May 1993
Lomanco, Inc.   March 1983 - October 1992

Skills
Commercial Equipment..., Commercial Lending, Customer Service, Sales Management, Small Business Lending, Banking, Credit, Contract Negotiation, Retirement Planning, Estate Planning, Strategic Financial..., Financial Advisory, Retirement, Investments, Financial Services, Finance, Personal Financial..., Small Business, Financial Goals, Retirement Income..., Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Portfolio Management, Securities, Insurance, Asset Management, Fixed Annuities, Alternative Investments, Wealth Preservation, Investment Management, Inside Sales, Outside Sales, Sales Operations, Sales Presentations, Client Relations, Client Services, Consumer Lending, Financial Analysis, Leadership, Public Speaking, Small Business...

Education
The American College   1998 — 2002
Chartered Financial Consultant, Personal and Business Financial Planning

Arkansas State University   1989 — 1992
Bachelor's Degree, Business Administration and Management, General

Arkansas State University-Beebe   1982 — 1983
Associate's Degree, Business Administration

Jerry Penegor Jerry Penegor Phoenix, Arizona Area Details
Jerry Penegor's Ameriprise Financial Services, Inc. Experience October 2003 - February 2006
Job Sr. Investment Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines  March 2013 - Present
Arizona Sunset Golf Association   November 2012 - Present
M21 Consulting/Rothschild & Sale   January 2009 - March 2013
Applied Strategies and Counsel, Inc.   May 2007 - June 2010
Ameriprise Financial Services, Inc.   October 2003 - February 2006

Skills
Strategic Financial..., Budgets, Strategic Planning, Forecasting, Project Management, Investment Management, Mergers, Financial Planners, Financial Services, Financial Analysis, Risk Management, Investments, Retirement Planning, Process Improvement, Financial Modeling, Analysis, Insurance, Management, Finance, Financial Advisory, Securities

Education
Arizona State University, W. P. Carey School of Business   2010 — 2012
MBA, Finance

Western Michigan University - Haworth College of Business   2000 — 2003
B.B.A., Finance

Vanessa Palacios, CRPC® Vanessa Palacios, CRPC® Phoenix, Arizona Area Details
Vanessa Palacios, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2014 - August 2015
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - August 2015
University of Phoenix  June 2009 - November 2013
American Funds  August 2006 - May 2009
Vanguard  June 2003 - June 2006
Vanguard  April 2002 - June 2003
Vanguard  June 2000 - April 2002

Skills
Critical Thinking, Student Financial Aid, Strategic Financial..., Spanish, Problem Solving, CRPC, Employee Training, Team-oriented, Oral & Written..., Telephone Skills, Written & Oral..., Close Attention to..., Motivated self-starter, Financial Services, Training, Finance, Organizational..., Interpersonal..., Personal Finance, Teaching Adults, Microsoft Applications, Mental Health Counseling, Spanish-speaking, Public Speaking

Education
University of Phoenix   2009 — 2012
Masters of Science, Mental Health Counseling/Counselor

Arizona State University   1997 — 2000
Bachelor of Interdisciplinary Studies, Business and Tourism

Temple University   1996 — 1997

Ashley Wilkins Ashley Wilkins Phoenix, Arizona Area Details
Ashley Wilkins's Ameriprise Financial Services, Inc. Experience October 2011 - November 2012
Job Events Coordinator Sr. at Julie Ann Wrigley Global Institute of Sustainability
Industry Financial Services
Experience
Julie Ann Wrigley Global Institute of Sustainability   March 2015 - Present
Arizona State University  January 2014 - June 2015
Charles Schwab  November 2012 - January 2014
Ameriprise Financial Services, Inc.   October 2011 - November 2012

Skills
Event Planning, Event Management, Customer Service, Office Administration, PowerPoint, Call Centers, Microsoft Word, Microsoft Office, Appointment Scheduling, Customer Retention, Time Management, Leadership, Research, Access, Social Networking, Microsoft Excel, Fundraising, Public Speaking, Nonprofits, Marketing, Management, Community Outreach, Communication, Volunteer Management, Data Entry, Facebook, Team Building, Strategic Planning, Project Management, Higher Education, Process Improvement, Project Planning, Sales, Teamwork, Operations Management, Outlook

Education
Arizona State University   2014 — 2016
Bachelor of Arts (B.A.), Cultural Anthropology

Arizona State University   2006 — 2012
Bachelor's of Liberal Arts, Religion/Religious Studies

Rebekah Nuss Rebekah Nuss Greater Atlanta Area Details
Rebekah Nuss's Ameriprise Financial Services, Inc. Experience August 2004 - February 2011
Job Field Account Manager at Thomson Reuters Checkpoint (Tax & Accounting)
Industry Information Technology and Services
Experience
Thomson Reuters  April 2011 - Present
Oppenheimer & Co.   June 2009 - March 2011
Ameriprise Financial Services, Inc.   August 2004 - February 2011

Skills
Accounting, Management, Salesforce.com, Investments, New Business Development, Investment Banking, Sales, Territory Account..., Account Management, B2B, Direct Sales, Lead Generation, Outside Sales, Customer Service..., Customer Satisfaction, Customer Retention, Corporate Training, Ethical Decision Making, Sales Operations, Business Development, Online Research, International Tax, Sales & Use Tax..., Corporate Tax, Tax Treaties, SEC Financial Reporting, EDGAR filings, US GAAP reporting, Controllership Functions

Education
Auburn University

Providence Christian Academy

Kate McCarthy, MBA Kate McCarthy, MBA Cleveland, Ohio Details
Kate McCarthy, MBA's Ameriprise Financial Services, Inc. Experience March 2009 - October 2014
Job Financial Advisor at SII Investments
Industry Investment Management
Experience
SII Investments  October 2014 - Present
Ameriprise Financial Services, Inc.   March 2009 - October 2014
girls scouts of NEO   September 2011 - September 2013
Edward Jones  January 2000 - July 2005
Fidelity Investments  January 1987 - May 1995

Skills
Strategic Financial..., Retirement Planning, Investments, Asset Protection, Financial Services, Banking, Disability Insurance, Financial Goals, Financial Advisory, Asset Managment, 401k, Mutual Funds, Investment Strategies, Long-term Care, Fixed Annuities, Pensions, Saving for Education, Financial Analysis, Investment Advisory, Series 7, Asset Management, Retirement, Wealth Management, Estate Planning, Asset Allocation

Education
Ashland University   2009 — 2013
MBA, Master of Business Administration

Magnificat H.S   1980 — 1984

De Paul University
Bachelor of Arts (B.A.), Financial Planning and Services

St Christophers

The American College
CAP (Chartered Advisor in Phillanthropy)

Allison Hayes Allison Hayes Venice, California Details
Allison Hayes's Ameriprise Financial Services, Inc. Experience August 2012 - February 2014
Job Financial Planning Assistant at Core Financial Partners
Industry Financial Services
Experience
Core Financial Partners   February 2014 - Present
Ameriprise Financial Services, Inc.   August 2012 - February 2014
Merrill Lynch  December 2011 - July 2012
Merrill Lynch  July 2011 - December 2011
Arizona State University  August 2007 - December 2011

Skills
Finance, Series 7, series 66, Life & Health Insurance..., Financial Analysis, Microsoft Excel, Customer Service, Investments, Microsoft Office, Strategic Financial..., Insurance, Data Analysis, Mutual Funds, Retirement Planning, Securities, Financial Planning, Management

Education
Arizona State University   2007 — 2011
Communication, Minor: Business

Sean Dean Sean Dean New York, New York Details
Sean Dean's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Business Analyst at Business & Decision
Industry Financial Services
Experience
Business & Decision  February 2014 - Present
Marshall & Stevens  October 2013 - December 2013
Charles Schwab  February 2013 - October 2013
Ameriprise Financial Services, Inc.   May 2012 - August 2012
Arizona State University  May 2010 - August 2012
Arizona State University  July 2008 - August 2009

Skills
Business Acumen, UPS Shipping, Fedex Ship Manager, Client Viewer, CRM, Microsoft Excel, Portfolio Management, Investments, Research, Equities, Inventory Management, Fax, Photoshop, Filing, Fixed Income, Phone Etiquette, 10 Key, Inventory, Telephone Skills, Office Equipment, Real Estate, Publishing, Internet Explorer, Analytical Skills, Customer Service

Education
Arizona State University, W. P. Carey School of Business   2008 — 2012
Bachelor's Degree, Business Sustainability, 3.33

Linda Rutledge CFP®, CRPC® Linda Rutledge CFP®, CRPC® Portland, Oregon Area Details
Linda Rutledge CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience 2004 - 2009
Job Financial Advisor at Blue Water Wealth
Industry Financial Services
Experience
Blue Water Wealth, Inc.   June 2013 - Present
Rutledge Financial Solutions   November 2011 - June 2013
Financial Planning Division, an Office of MetLife   July 2009 - October 2011
Ameriprise Financial Services, Inc.   2004 - 2009
Tigard-Tualatin School District  September 2002 - June 2004
HSBC  October 1992 - June 2001

Skills
Retirement Planning, Estate Planning, Retirement, Long-term Care, Fixed Annuities, Disability Insurance, Insurance, Financial Planners, Financial Advisory, Strategic Financial..., Investments, Public Speaking, 401k, IRAs, Life Insurance, Personal Finance, Term Life Insurance, Wealth Management, Series 7, Small Business, Social Security

Education
Arizona State University   1974 — 1978
BA, Education

Liza Jennings Seiner Liza Jennings Seiner Trafford, Pennsylvania Details
Liza Jennings Seiner's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Owner at MotionMaps.com
Industry Animation
Experience
Motion-Maps.com   December 2013 - Present
Ameriprise Financial Services, Inc.   April 2009 - Present
Elizabeth Seiner Attorney At Law   March 1995 - March 2008
Superior Court of Pennsylvania  March 1991 - February 2005

Skills
Adobe Creative Suite, Photoshop, Illustrator, Flash, Costume Design..., Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Photography, Illustration, Keynote, FileMaker, Toon Boom, Mind Mapping

Education
Art Institute of Pittsburgh   2012 — 2013
Certificate, 2D Animation

Syracuse University   1988 — 1991
Doctor of Law (JD), Graduated With Honors

Hilbert College   1981 — 1982
Associate's degree, Legal Assistant/Paralegal

State University of New York College at Fredonia   1977 — 1981
Bachelor of Music, Piano Performance, Graduated Summa Cum Laude

East Aurora High School   1973 — 1977
High School Diploma, Graduated with Honors

Tanya Noor Tanya Noor San Francisco, California Details
Tanya Noor's Ameriprise Financial Services, Inc. Experience September 2010 - December 2010
Job Senior Audit Associate at KPMG
Industry Accounting
Experience
KPMG US  July 2015 - Present
KPMG US  October 2013 - June 2015
Arizona State University  August 2012 - May 2013
KPMG  June 2010 - August 2012
KPMG  September 2010 - April 2012
Ameriprise Financial Services, Inc.   September 2010 - December 2010

Skills
Microsoft Visio, Microsoft PowerPoint, Microsoft Excel, Time Management, Microsoft Project, SQL, PowerPoint, Internal Controls, Sarbanes-Oxley Act, Finance, Accounting, Financial Accounting, US GAAP, GAAP, MS Project, Financial Reporting, Financial Analysis, Auditing, Microsoft Word, Microsoft Office

Education
Arizona State University, W. P. Carey School of Business   2012 — 2013
Master's degree, Accounting

Arizona State University, W. P. Carey School of Business   2008 — 2012
Bachelor of Science, Accountancy and Finance, Magna Cum Laude

Jerry Blanford Jerry Blanford Allen, Texas Details
Jerry Blanford's Ameriprise Financial Services, Inc. Experience 2007 - 2008
Job Consultant at HCB Services
Industry Financial Services
Experience
HCB Services   2011 - Present
JPMorgan Chase  2008 - 2011
Ameriprise Financial Services, Inc.   2007 - 2008
Allstate  2002 - 2007

Skills
Business Strategy, Supervisory Experience, Wealth Management, Analysis, Succession Planning, Strategic Financial..., Uniform Combined State..., Series 7, Series 66, Investments, 401k Rollovers, Asset Allocation

Education
Texas A&M University-Commerce
Master of Business Administration (MBA), 3.5

Ashford University
Bachelor of Arts (B.A.), Finance, General, 3.52

Jill Shoquist Jill Shoquist Phoenix, Arizona Area Details
Jill Shoquist's Ameriprise Financial Services, Inc. Experience November 2006 - May 2007
Job Technical Recruiter End User Support at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems  February 2015 - Present
DrFirst, Inc.   July 2013 - January 2015
DrFirst, Inc.   February 2014 - October 2014
Tualatin Hills United Soccer Club  January 2013 - July 2013
New Mexico State University  August 2011 - November 2012
Sun Devil Soccer Camp   June 2008 - July 2012
Arizona State University  August 2007 - November 2010
Nike  May 2007 - August 2007
Ameriprise Financial Services, Inc.   November 2006 - May 2007

Skills
Recruiting, Social Networking, Time Management, PowerPoint, Team Leadership, Microsoft Word, Microsoft Excel, Staff Development, Teamwork, Fundraising, Coaching, Resume Writing, Market Research, Management, Team Building, Strategic Planning, Leadership, Customer Service, Talent Acquisition

Education
New Mexico State University   2011 — 2013
Masters of Education, Curriculum and Instruction

Arizona State University   2007 — 2011
Bachelor of Science (B.S.), Kinesiology and Exercise Science

Paul Hinz Paul Hinz Greater Minneapolis-St. Paul Area Details
Paul Hinz's Ameriprise Financial Services, Inc. Experience September 2008 - December 2012
Job Territory Account Manager at Starkey Hearing Technologies
Industry Medical Devices
Experience
Starkey Hearing Technologies  October 2014 - Present
Carlson School of Management  September 2013 - Present
Starkey Hearing Technologies  September 2013 - October 2014
Ameriprise Financial Services, Inc.   September 2008 - December 2012
NYSE Euronext  May 2008 - August 2008

Skills
Strategic Planning, Finance, Business Development, Alternative Investments, Innovation Development, Strategic Financial..., Sales Growth, Product Launch, Retirement Planning, Public Speaking, Healthcare, Sales Operations, Team Building, Account Management, Financial Market..., Creative..., Sales Management, Management, Leadership, New Business Development

Education
University of Minnesota - Carlson School of Management   2013 — 2016
Master of Business Administration (M.B.A.), Finance; Medical Industry Leadership Institute Certificate

Arizona State University
B.A., Business Generals and Communications

Erin Maedke Erin Maedke Greater Seattle Area Details
Erin Maedke's Ameriprise Financial Services, Inc. Experience April 2009 - July 2009
Job Community Manager
Industry Marketing and Advertising
Experience
Microsoft Alumni Network Conenza   April 2011 - Present
Banyan Branch  November 2009 - April 2011
Ameriprise Financial Services, Inc.   April 2009 - July 2009

Education
Arizona State University, W. P. Carey School of Business   2004 — 2009
Business Administration

Arizona State University   2004 — 2009
Psychology

Terrina Butler Terrina Butler Atlanta, Georgia Details
Terrina Butler's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Client Service Coordinator / Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   March 2013 - Present
American Red Cross  August 2011 - April 2012
Larry Wayne Associates   January 2005 - May 2011
Federations of Mulit-Cultural Programs, Inc.   February 2003 - January 2005

Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Outlook, Data Entry, PowerPoint, Recruiting, Finance, Onboarding, Human Resources, Employee Relations, New Hire Orientations, Nonprofits, Public Speaking, Research, Invoicing, Office Management, Front Office, Business Analysis, Accounts Payable, Database Administration, Journalism, Team Leadership, Mentoring, Project Management, Public Relations, QuickBooks, Quality Control, Small Business, Mac OS, Corporate Finance, Business Planning, New Business Development, Fashion, Yoga

Education
Ashford University   2015 — 2018
Bachelor’s Degree, Business Administration and Management, General, 3.5

Bauder College   2012 — 2015
Bachelor's degree, Business Management, 3.9 GPA

Brooklyn College   2005 — 2009
Bachelor's degree, Broadcast Journalism

Sean McMaster Sean McMaster Boston, Massachusetts Details
Sean McMaster's Ameriprise Financial Services, Inc. Experience November 2007 - July 2008
Job Regional Director | Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial  June 2013 - Present
RS Investments  September 2008 - April 2013
Ameriprise Financial Services, Inc.   November 2007 - July 2008

Skills
Mutual Funds, Personal Financial..., Business Development..., Asset Allocation, Alternative Investments, Retirement Planning, Wealth Management, Securities, Series 7, Series 66, Investment Strategies, Life & Health Insurance..., Asset Management

Education
Assumption College   2004 — 2007
BA, Business Management

Boston College High School   1999 — 2003

Luis Casian, CFA Luis Casian, CFA San Francisco Bay Area Details
Luis Casian, CFA's Ameriprise Financial Services, Inc. Experience July 2004 - April 2007
Job Investment Consultant
Industry Financial Services
Experience
Fisher Investments  September 2012 - Present
Charles Schwab  July 2008 - August 2012
USAA  May 2007 - June 2008
Ameriprise Financial Services, Inc.   July 2004 - April 2007

Education
Arizona State University   1999 — 2003
B.S, Computer Science

Luke Ribich Luke Ribich Tempe, Arizona Details
Luke Ribich's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Assistant Pro at Apache Creek Golf Club
Industry Sports
Experience
Ameriprise Financial Services, Inc.   August 2013 - Present
Apache Creek Golf Club   January 2009 - October 2013

Skills
Sports Marketing, Sports, Sports Management, Golf Instruction, Golf, Event Management, Event Planning, Tournaments, Golf Courses, Public Relations, Golf Course Management, Social Media, Sports Coaching, Athletics, Marketing Communications

Education
Arizona State University   2012 — 2015
Business/Corporate Communications

Apache Junction High School   2007 — 2011

Yvonne Pohlson Yvonne Pohlson Rochester, New York Area Details
Yvonne Pohlson's Ameriprise Financial Services, Inc. Experience February 2002 - January 2012
Job Senior Field Service Representative at EcoSure
Industry Restaurants
Experience
EcoSure, a division of Ecolab  September 2014 - Present
EcoSure, a division of Ecolab  January 2012 - September 2014
Ameriprise Financial Services, Inc.   February 2002 - January 2012
AGATE of Fairport   September 2009 - June 2011
pTAG   September 2008 - June 2009
EcoSure, a division of Ecolab  January 2004 - December 2005
Mothers and More  2001 - 2003
DePaul Adult Care Communities, Inc  March 2000 - July 2002
Audits International   March 1995 - December 1999
JMB Marketing, Inc.   August 1991 - December 1992

Skills
Training, Quality Assurance, Program Management, Nonprofits, Proposal Writing, Market Research, Marketing, Human Resources, Leadership, Sales Operations, Process Improvement, Team Building, Inventory Management, Team Leadership

Education
Arizona State University   1990 — 1994
Bachelor of Science, Nutrition & Food Service Management

EJ Wilson High School   1981 — 1985
Honors/Regents High School/Secondary Diploma Program

Elizabeth Krull Elizabeth Krull Greater San Diego Area Details
Elizabeth Krull's Ameriprise Financial Services, Inc. Experience May 2006 - September 2006
Job Attorney at Independent Legal Consultant
Industry Law Practice
Experience
Contrat Attorney/Independent Legal Consultant   August 2010 - Present
Jones, Skelton & Hochuli   August 2009 - August 2010
Wilson-Goodman and Fong   June 2008 - August 2009
Boates and Crump   May 2006 - June 2008
Supreme Court of Arizona  August 2006 - May 2007
Ameriprise Financial Services, Inc.   May 2006 - September 2006
United States Attorney's Office District of Minnesota  May 2005 - September 2005

Skills
Legal Research, Litigation, Civil Litigation, Legal Writing, Courts, Commercial Litigation, Arbitration, Mediation, Corporate Law, Trials, Alternative Dispute..., Bankruptcy, Family Law, Pleadings, Hearings, Depositions, Motions, Appeals, Legal Issues, Medical Malpractice, Torts, Personal Injury..., Wrongful Death, Product Liability, Insurance Law, Business Litigation, Trial Practice

Education
Arizona State University College of Law   2006 — 2007
JD, Law

William Mitchell College of Law   2004 — 2005
JD, Law

University of Minnesota-Twin Cities   1996 — 2002
BA, Sociology and Psychology

Bryan Hendricks Bryan Hendricks Greater Los Angeles Area Details
Bryan Hendricks's Ameriprise Financial Services, Inc. Experience 2003 - 2009
Job Visionary Business Leader
Industry Management Consulting
Experience
Business Analytics   November 2010 - Present
Wealth Management  August 2009 - October 2010
Ameriprise Financial Services, Inc.   2003 - 2009

Skills
Analytics, Insurance, Retirement, Strategic Financial..., Talent Acquisition, Strategic Planning, Business Strategy, Strategy, Wealth Management

Education
Arizona State University
Bachelor, Engineering

Chris Cella Chris Cella San Francisco Bay Area Details
Chris Cella's Ameriprise Financial Services, Inc. Experience March 2011 - June 2013
Job Assistant Vice President at Abbot Downing
Industry Financial Services
Experience
Abbot Downing  June 2013 - Present
Ameriprise Financial Services, Inc.   March 2011 - June 2013
Willis  May 2010 - March 2011
Bank of America  September 2009 - April 2010
Merrill Lynch  February 2008 - September 2009
LEI Financial  March 2008 - June 2008
THE MECHANICS BANK  June 2005 - August 2005

Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Cold Calling, Sales, Mortgage Lending, Investments, Financial Analysis, Strategic Financial..., Budgets, Account Management, Management, Marketing, Insurance, Risk Management

Education
Arizona State University   2004 — 2008
BA, Psychology

Judy Osei Judy Osei Greater Minneapolis-St. Paul Area Details
Judy Osei's Ameriprise Financial Services, Inc. Experience June 2000 - December 2002
Job Change Manager at Best Buy
Industry Retail
Experience
Best Buy  March 2015 - Present
Experis Onsite at Wells Fargo (Contract)   September 2014 - November 2014
Target  June 2013 - June 2014
Target Corporation  October 2011 - June 2013
Target Corp  August 2007 - September 2011
Target  October 2006 - August 2007
Target  January 2005 - September 2006
Target  December 2002 - December 2004
Target  September 2001 - December 2002
Ameriprise Financial Services, Inc.   June 2000 - December 2002

Skills
Strategic Communications, Change Management, Leadership, Editing, Public Speaking, Marketing Strategy, Project Management, Training, Management, Business Process, Web Content Management, Knowledge Management, Proofreading, Media Relations, Internal Communications, Communications Planning, Content Management, Event Management, Change Leadership..., Leadership/Stakeholder..., Sharepoint Adminstration, Business Process..., Integration, Marketing, Strategy, Process Improvement, Team Leadership, Project Planning, Strategic Planning, Consulting

Education
Auburn University   2015 — 2015
Masters Certificate, Business Analysis/Agile Scrum Methodology - (In Progress)

Metropolitan State University   2001 — 2003
Bachelor's, Professional Communication - Public Relations

Ghana Institute of Journalism   1993 — 1996
Associates, Broadcast Journalism

Akosombo International School
GCE Ordinary Level

Arch Bishop Porter Girls Secondary School
GCE Advanced Level

Kris Preston Kris Preston Phoenix, Arizona Area Details
Kris Preston's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Registered Sales Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
Wells Fargo Advisors Financial Network, LLC  February 2009 - April 2013
Brennan Wealth Management   September 2006 - 2009
Smith Barney  November 2000 - July 2005
Eustice & Hoffman, SunAmerica Securities   September 1997 - November 2000
Kris' Gifts   August 1995 - September 1997
Dun & Bradstreet  September 1988 - July 1995

Education
Arizona State University   1985 — 1987
BS, Finance

University of Wyoming   1983 — 1985
Finance

Paul Behnken, CIMA® Paul Behnken, CIMA® Phoenix, Arizona Area Details
Paul Behnken, CIMA®'s Ameriprise Financial Services, Inc. Experience September 2012 - June 2015
Job Internal Wholesaler
Industry Capital Markets
Experience
Saratoga Capital Management, LLC   June 2015 - Present
Ameriprise Financial Services, Inc.   September 2012 - June 2015
Public Restaurant  May 2011 - September 2012
The Ainsworth   August 2009 - August 2011
Andrew Garrett, Inc.   September 2009 - September 2010
Petsense  March 2008 - March 2009
Freedland Finance   November 2007 - March 2008
Northwestern Mutual  May 2007 - November 2007
U.S. Army   September 1999 - January 2004

Skills
Microsoft Office, Bloomberg, Financial Analysis, Microsoft Word, PowerPoint, Equities, Social Media, Trading, Valuation, Investments, Options, Capital Markets, Corporate Finance, Public Speaking, Business Strategy, Team Leadership

Education
Arizona State University, W. P. Carey School of Business   2004 — 2007
Bachelor of Science (BS), Economics/Finance

Daniel Halloran Daniel Halloran Yuba City, California Area Details
Daniel Halloran's Ameriprise Financial Services, Inc. Experience 2002 - 2009
Job Principal in Wine Experience of Brazil
Industry Wine and Spirits
Experience
Nevada County Arts   January 2011 - Present
Center for Non-profit Leadership   2010 - Present
Dantoni Enterprises   June 2008 - Present
Music in the Mountains  January 2007 - Present
Rotary Club of Penn Valley, CA   July 2006 - Present
Wine Experience   2008 - 2013
Ameriprise Financial Services, Inc.   2002 - 2009
Bracher Center for Integrity in Leadership   October 2002 - December 2005
Motorola, Inc.   1971 - 2001

Skills
Public Speaking, Amateur singer, Executive Coaching, Cross Functional Team..., Leadership Development, Succession Planning, Talent Management, Management Consulting, Human Resources, Strategy, Nonprofits, Deferred Compensation, Executive Search, Coaching, Leadership, Internal Communications, Small Business, Organizational..., Organizational..., Employee Engagement, Change Management, Outstanding Communicator, Talent Acquisition, Management, Performance Management, Process Improvement, Recruiting, Workforce Planning, Team Building, Business Planning, Training, Start-ups, Cross-functional Team..., Workshop Facilitation, Strategic Financial..., Strategic Planning

Education
Arizona State University   1971 — 1975
MBA, Finance, Industrial Relations

University of Notre Dame   1957 — 1961
BA, English

Edwin G. Foreman High School

Dion Blanchard Dion Blanchard Raleigh-Durham, North Carolina Area Details
Dion Blanchard's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Director, Strategic Sourcing, Enterprise Procurement at Ameriprise Financial Services, Inc.
Industry Pharmaceuticals
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
Cisco  2013 - October 2014
GlaxoSmithKline  March 2011 - July 2013
GlaxoSmithKline  April 2006 - 2011
GlaxoSmithKline  2006 - 2008
GlaxoSmithKline  March 2003 - April 2006
GlaxoSmithKline  April 1999 - April 2003
Qualex Inc  August 1997 - April 1999
First of America Bank Corporation  January 1991 - August 1997
First of America Bank Corporation  January 1987 - January 1991

Skills
Cross-functional Team..., Outsourcing, Procurement, Strategy, Process Improvement, Global Sourcing, Management, Continuous Improvement, Telecommunications, Supplier Negotiation, IT Strategic Sourcing, Business Process..., Benchmarking/Best..., Market Analysis, eProcurement/RFx/Reverse..., Proposal/Supplier..., Contract Negotiations, Service Level Agreements, Supplier Relationship..., Contract Management, Continuous Business..., Lean/Six Sigma, Executive Engagement, Staff Development, Leadership/Mentoring

Education
Aspen University   2005 — 2010
MBA, Information Management

Michigan State University   1979 — 1985
BA, Telecommunications

Jona Schauer Jona Schauer Fort Smith, Arkansas Area Details
Jona Schauer's Ameriprise Financial Services, Inc. Experience 2010 - Present
Job Marketing Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2010 - Present
Health Management Associates, Inc.   March 1999 - September 2009

Skills
Time Management, Customer Service, Outlook, Data Entry, Microsoft Office, Process Improvement, Leadership, Data Analysis, Training, Microsoft Word, Access, Management, Software Documentation, Marketing, Social Media, Marketing Strategy

Education
Arkansas Tech University   1978 — 1980
Psychology

Russellville High School

Beucler, Stephen Beucler, Stephen Canton, Ohio Area Details
Beucler, Stephen's Ameriprise Financial Services, Inc. Experience 2007 - 2008
Job Independent Landman
Industry Oil & Energy
Experience
Chesapeake Energy  2011 - Present
Vandegrift Forwarding Company, Inc.   2008 - 2011
Ameriprise Financial Services, Inc.   2007 - 2008
United States Air Force  2002 - 2004

Skills
Legal Analyst, Organizational..., Writing, Notary Public, Microsoft Office, Petroleum, Microsoft Excel, Natural Gas, Troubleshooting, Oil & Gas Industry, Contract Negotiation, Analysis, Spreadsheets, Minerals, Auditing, Finance, Energy Industry, Due Diligence, Software Documentation, Research, Energy, Supervisory Skills, GIS, Title Opinions

Education
Miami University   2005 — 2007
BA, History, history, economics, english, Cumulative GPA 3.30

Auburn University at Montgomery   2003 — 2004

University of Cincinnati   1999 — 2002

Adlai Trone Adlai Trone Birmingham, Alabama Area Details
Adlai Trone's Ameriprise Financial Services, Inc. Experience September 2001 - August 2013
Job Independent Financial Professional
Industry Commercial Real Estate
Experience
RVG   December 2013 - Present
Ameriprise Financial Services, Inc.   September 2001 - August 2013
Birmingham City Schools  August 2009 - May 2013

Skills
Investments, Retirement Planning, Financial Planning, Wealth Management, Equities, Portfolio Management, Mutual Funds, Banking, Retirement, Asset Management, Financial Analysis, Risk Management, Credit

Education
Auburn University   1995 — 2001
Master of Business Administration (M.B.A.), Bacholer Finance, MBA

University of Alabama   2007 — 2009
Master in Financial Planning, Financial Planning

N Martyn Dickinson N Martyn Dickinson Grand Rapids, Michigan Details
N Martyn Dickinson's Ameriprise Financial Services, Inc. Experience August 2005 - December 2011
Job Client Service Manager
Industry Financial Services
Experience
Ameriprise Financial  January 2012 - May 2013
Ameriprise Financial Services, Inc.   August 2005 - December 2011
Western Michigan University, College of Aviation   January 1999 - July 2004
FlightSafety International  July 1996 - December 1998

Skills
Wealth Management, Series 7, Portfolio Management, Retirement Planning, Training, Mutual Funds, Investments, Strategic Financial..., Banking, Equities, Asset Management

Education
Aston University   1974 — 1978
BSc (Hons) 1st, Systems Analysis

Kristi Morrow, CFP® Kristi Morrow, CFP® Phoenix, Arizona Area Details
Kristi Morrow, CFP®'s Ameriprise Financial Services, Inc. Experience February 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2008 - Present

Education
Arizona State University   1994 — 1998
BS, Marketing

Kim Chapman Kim Chapman Greater Minneapolis-St. Paul Area Details
Kim Chapman's Ameriprise Financial Services, Inc. Experience 1994 - 2009
Job Senior Compliance Consultant at Robert Half Seeking employment
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA)   May 2015 - Present
Robert Half  December 2013 - Present
Woodbury Financial Services  March 2011 - May 2013
Piper Jaffray  October 2010 - April 2011
Ameriprise Financial  August 2001 - December 2009
Ameriprise Financial Services, Inc.   1994 - 2009
RBC Dain Rauscher  July 1983 - August 1989

Skills
FINRA, Problem Solving, Cross-functional Team..., Team Leadership, Financial Services, Financial Services..., Series 7, Risk Management, Risk Assessment, Securities, Series 24, Employee Training, Mutual Funds, Leadership, Series 6, Training, Analysis, Management, Investments, Insurance

Education
Augsburg College   2006 — 2015
Masters, Leadership

Augsburg College
BA, Business with a marketing emphasis

University of Minnesota-Twin Cities

Staci Polites Staci Polites Orlando, Florida Area Details
Staci Polites's Ameriprise Financial Services, Inc. Experience April 1998 - August 2008
Job Mrs. Staci Anne Polites at Panorama Software
Industry Computer Software
Experience
Panorama Software  September 2008 - Present
Ameriprise Financial Services, Inc.   April 1998 - August 2008

Skills
Enterprise Software, Business Intelligence, Business Development, Business Analysis, Lead Generation, Solution Selling, Cloud Computing, SaaS, Microsoft SQL Server, Data Warehousing, Strategic Planning, Databases, Software Project..., Management, Analytics, Software Development

Education
Art Institute of Fort Lauderdale   1988 — 1991
Associate's Degree, Music and Video Productions, 4.2 GPA

Kham Sinthavy Kham Sinthavy Greater Atlanta Area Details
Kham Sinthavy's Ameriprise Financial Services, Inc. Experience September 2006 - September 2010
Job Pushing paper like a champ. I have muscles...I mean paper cuts, to prove it
Industry Real Estate
Experience
Altisource  March 2015 - Present
PEMCO Limited  September 2013 - March 2015
Garrison's   June 2011 - July 2014
Ameriprise Financial Services, Inc.   September 2006 - September 2010

Education
Auburn University at Montgomery   1999 — 2009
B.S., M.B.A, Economics

Paul Macias, CFP® Paul Macias, CFP® Phoenix, Arizona Area Details
Paul Macias, CFP®'s Ameriprise Financial Services, Inc. Experience 2002 - 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  2011 - Present
Ameriprise Financial Services, Inc.   2002 - 2011

Skills
Certified Financial..., CRPC, Series 7, Series 66, Strategic Financial..., Small Business..., College Education..., Investments, Portfolio Management, Estate Planning, Financial Advisory, Asset Management, Life Insurance, Variable Annuities, 401k Rollovers

Education
Arizona State University

Seth Landau Seth Landau Scottsdale, Arizona Details
Seth Landau's Ameriprise Financial Services, Inc. Experience September 2007 - August 2009
Job Advisor, Finance
Industry Pharmaceuticals
Experience
CVS Caremark Corporation  July 2012 - Present
Wampum   January 2012 - July 2012
Early Warning Services  2011 - 2011
Ameriprise Financial Services, Inc.   September 2007 - August 2009

Skills
Strategic Planning, Risk Assessment, Statistics, Investments, Valuation, Forecasting, Management, Economics, Managerial Finance, Portfolio Management, Quantitative Analytics, Strategic Financial..., Financial Modeling, Financial Analysis, Risk Management, Relationship Management, Finance, Budgets, Analysis, Leadership, Financial Planning

Education
Arizona State University, W. P. Carey School of Business   2010 — 2012
Full-Time MBA, Finance

University of Arizona   2002 — 2007
Bachelor of Arts, Economics

Jesse Kitchens Jesse Kitchens Greater Minneapolis-St. Paul Area Details
Jesse Kitchens's Ameriprise Financial Services, Inc. Experience June 2011 - April 2012
Job Licensing Compliance Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2011 - April 2012
LaBranche Structured Products / LaBranche & Co   March 2005 - October 2007
Preferred Capital Markets, Inc   December 1999 - March 2005
NASD/FINRA  October 1996 - December 1999

Skills
Equities, SEC, Mutual Funds, AML, Options, Series 7, Securities Regulation, Regulations

Education
Bloomfield College   2005 — 2009
BS

Art Institute of Philadelphia   1993 — 1995
Associate Degree

Mike Tsan Mike Tsan Mesa, Arizona Details
Mike Tsan's Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2008 - Present
H&R Block Financial Advisors  January 1999 - October 2008
Olde Discount Stockbrokers  January 1995 - January 1999

Education
Arizona State University   1990 — 1994
Bachelor of Science, Finance

Brian Hoekman Brian Hoekman Modesto, California Details
Brian Hoekman's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2014 - Present
The Wine Group  October 2013 - December 2014
Ameriprise Financial Services, Inc.   2011 - October 2013
Ameriprise Financial Services, Inc.   January 2008 - June 2011

Skills
Retirement Planning, Financial Advisory

Education
Ashford University   2011 — 2012
Master of Business Administration (MBA)

Calvin College   1996 — 2000
B.A., History, Secondary Ed.

Michelle Devereaux Michelle Devereaux Greater Boston Area Details
Michelle Devereaux's Ameriprise Financial Services, Inc. Experience August 2010 - June 2011
Job Consultant / Business Analyst Compliance Data Management
Industry Investment Management
Experience
Jennison Partners   March 2015 - Present
Brown Brother Harriman (BBH)   December 2011 - December 2014
Ameriprise Financial Services, Inc.   August 2010 - June 2011
Columbia Managemet / Bank of America   October 2005 - January 2009
Scudder  2005 - 2006
InvestTech Systems Consulting  August 2002 - October 2005
Charles River Development  February 1996 - March 2002
PIMCO (Pacific Investment Management Company)   August 1991 - November 1995
Putnam Investments  July 1989 - July 1991

Skills
Business Analysis

Education
Assumption College   1985 — 1989
BA, Business Management

Richmond College, London, England

Amy Bley, CFP Amy Bley, CFP Phoenix, Arizona Area Details
Amy Bley, CFP's Ameriprise Financial Services, Inc. Experience 1988 - Present
Job Financial Advisor Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1988 - Present

Education
Arizona State University
Bachelor, Finance

Timothy Channel Timothy Channel Cleveland/Akron, Ohio Area Details
Timothy Channel's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc., AAMS
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2013 - Present
Edward Jones  November 2009 - October 2013
Ashland City Schools  June 2003 - May 2009
Olmsted Falls City Schools  June 2000 - May 2003
Wellington Exempted Village Schools   June 1991 - June 2000

Education
Ashland University   1997 — 1999
Masters, Administration

Baldwin-Wallace College   1986 — 1990
BS, Business Administration

Erica Molina Erica Molina Phoenix, Arizona Area Details
Erica Molina's Ameriprise Financial Services, Inc. Experience May 2003 - October 2006
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA  October 2006 - Present
Ameriprise Financial Services, Inc.   May 2003 - October 2006

Skills
Series 7, Retirement Planning, Retirement, Wealth Management, Investment Advisory, Asset Allocation, Financial Advisory, Investment Strategies, Mutual Funds, Uniform Combined State..., Estate Planning, Series 65, Fixed Annuities, Series 63, Financial Planners, Certified Financial..., Wealth

Education
Arizona State University   1999 — 2003
BA, Communication

Arizona State University
Master of Business Administration (MBA)

Natalie Doan Natalie Doan Scottsdale, Arizona Details
Natalie Doan's Ameriprise Financial Services, Inc. Experience June 2009 - December 2009
Job Senior Internal Auditor at Meritage Homes
Industry Real Estate
Experience
Meritage Homes  December 2013 - Present
Shea Homes  April 2013 - October 2013
First Scottsdale Bank  November 2010 - April 2013
US Airways  June 2010 - October 2010
Ameriprise Financial Services, Inc.   June 2009 - December 2009

Skills
Financial Analysis, Hyperion Enterprise, Accounting, Auditing, Financial Reporting, Financial Modeling, Financial Statements, Credit, Sarbanes-Oxley Act, Finance, Budgets, Cash Flow, Forecasting, Strategic Financial..., Analysis, Corporate Finance, Microsoft Excel, Financial Planning

Education
University of Arizona   2013 — 2014
Master of Business Administration (MBA)

Arizona State University   2006 — 2010
Bachelor of Science (BS), Accounting and Finance

Victor Stephens Victor Stephens Auburn, Alabama Area Details
Victor Stephens's Ameriprise Financial Services, Inc. Experience August 2010 - April 2012
Job Purchasing New Model at Honda Manufacturing of Alabama
Industry Outsourcing/Offshoring
Experience
FedEx  August 2015 - September 2015
Honda Manufacturing of Alabama  May 2015 - August 2015
Honda Manufacturing of Alabama  January 2014 - August 2015
Target  January 2015 - May 2015
Honda Manufacturing of Alabama  August 2014 - December 2014
Armstrong Brothers LLC   January 2009 - May 2012
Ameriprise Financial Services, Inc.   August 2010 - April 2012

Skills
Microsoft Office, Strategic Planning, Event Management, Entrepreneurship, Customer Service, Microsoft Excel, Supply Chain Management, Marketing, Project Management, Business Development, Leadership, Management, PowerPoint, Client Relations Skills, Public Speaking, Exc, Budget Process, Budget Forecasts, Microsoft Word, Time Management, Logistics, Team Building, Teamwork

Education
Auburn University   2010 — 2015
Logistics, Materials, and Supply Chain Management

Auburn University, College of Business   2010 — 2015
Bachelor of Applied Science (B.A.Sc.), Logistics, Materials, and Supply Chain Management, Major GPA: 3.45/Overall GPA: 3.02

Robert Wirth Robert Wirth Phoenix, Arizona Area Details
Robert Wirth's Ameriprise Financial Services, Inc. Experience May 2010 - Present
Job Cisco Network Academy
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   May 2010 - Present
Cisco Networking Academy  December 2011 - January 2013

Skills
Networking, Network Administration, Network Security, Cisco WAN, Cisco Certified, Cisco VPN, Insurance Adjusting, Insurance Fraud

Education
Cisco Network Academy   2011 — 2013
CCENT, CCNA, Network and System Administration/Administrator

Arizona State University   1986 — 1991
b s, justice studies, psychology

phaniendra kumar phaniendra kumar Greater Minneapolis-St. Paul Area Details
phaniendra kumar's Ameriprise Financial Services, Inc. Experience January 2010 - December 2011
Job Consultant at wells fargo
Industry Financial Services
Experience
RPS Knowledge Reservoir  February 2012 - Present
wellsfargo  January 2012 - Present
Researchwire Knowledge Solutions   February 2011 - Present
Knowledge Reservoir  2012 - 2013
Knowledge Reservoir  2012 - 2013
Orange County Government  November 2011 - February 2012
Ameriprise Financial Services, Inc.   January 2010 - December 2011

Skills
ASP.NET, Web Services, Microsoft SQL Server

Education
Arizona State University
master's

Bhashyam

Lamar University
ms, Electrical and Electronics Engineering

Richard Tevis Richard Tevis San Antonio, Texas Details
Richard Tevis's Ameriprise Financial Services, Inc. Experience June 2006 - April 2007
Job Secondary Principal at Cornerstone Christian Schools
Industry Education Management
Experience
Cornerstone Christian Schools  July 2014 - Present
Capital Christian School  August 2010 - July 2014
Northwest University  August 2013 - May 2014
Capital Bible College   November 2008 - August 2010
Capital Christian School  August 2008 - July 2010
Seo & Associates, Ameriprise Financial Services, Inc.   November 2007 - July 2009
Trinity Life Bible Colelge   April 2007 - March 2008
Ameriprise Financial Services, Inc.   June 2006 - April 2007
Lodi Unified School District  September 2005 - May 2006
Zion Christian Fellowship   August 2004 - August 2005

Skills
Academia, Public Speaking, Non-profits, Higher Education, Teaching, Staff Development, Strategic Planning, Organizational..., Leadership, Research, Leadership Development, Nonprofits, Microsoft Excel, Volunteer Management, Community Outreach, System Administration, Adult Education, Customer Service, Fundraising, Curriculum Design, Event Planning, Editing, Educational Leadership, Microsoft Office, Microsoft Word, Biblical Studies, Supervisory Skills, Theology, Curriculum Development, Preaching, Program Development, Conflict Resolution, Instructional Design, Student Development, Grant Writing, E-Learning, Student Affairs, Academic Advising, Tutoring, History, Classroom, Career Counseling, Administration, Admissions, Distance Learning, Educational Technology, Teacher Training, College Teaching, Enrollment Management, University Teaching

Education
CSU Sacramento   2010 — 2013
Ed.D., Educational Leadership

Assemblies of God Theological Seminary   1993 — 2000
Master's Degree, Biblical Literature

Vanguard University of Southern California   1981 — 1985
B.A., Biblical Studies

Brawley Union High School   1977 — 1981
HS Diploma, General Education

Mark Darter Mark Darter Centerton, Arkansas Details
Mark Darter's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Office Manager/Administrative Assistant
Industry Executive Office
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
WorkSource, Inc  November 2012 - January 2013
Consumer Testing Laboratories  June 2004 - May 2012
Office Team Staffing  April 2004 - May 2004
Humphrey Funeral Service   February 2002 - March 2003
Russellville Housing Authority   November 1996 - June 2001
Universal Housing Development Corporation   May 1995 - November 1995

Skills
Outlook, Data Entry, Filing, Certified Microsoft..., Website Building, Customer Service, Administrative..., Fax, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Office Equipment, Spreadsheets, Telephone Skills, Office Administration, File Management, Research, Leadership, Typing - 68 WPM, Public Speaking, Event Planning, Employee Relations, Training, Policy, Administrative...

Education
Russellville High School

Russellville High School

Russellville High School

University of Arkansas at Fayetteville   1986 — 1988
Bachelor of Arts (B.A.), Communications

Arkansas Tech University   1992 — 1993
Bachelor of Arts (BA)

Penn Foster   1996 — 1998
Accounting

Susan Rapier Susan Rapier Birmingham, Alabama Area Details
Susan Rapier's Ameriprise Financial Services, Inc. Experience May 2010 - March 2013
Job Complex Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  March 2013 - Present
Ameriprise Financial Services, Inc.   May 2010 - March 2013

Education
Auburn University   1969 — 1973
Bachelor's degree, Accounting and Finance

Terri Bishop Terri Bishop Phoenix, Arizona Details
Terri Bishop's Ameriprise Financial Services, Inc. Experience 1994 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Arizona Humanities Council  July 2011 - December 2012
Ameriprise Financial Services, Inc.   1994 - 2012
Ameriprise Financial Services, Inc.   November 1993 - June 2011

Education
Arizona State University
Business Administration, Advertising/Marketing

Kenneth Donovan Kenneth Donovan Virginia Beach, Virginia Details
Kenneth Donovan's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
Chapel Ridge Golf Club   June 2012 - July 2014
Kierland Golf Club  December 2009 - May 2012
Bayville Golf Club  May 2010 - August 2010
Phoenix Country Club  April 2008 - December 2009
Navy Exchange Service Command  September 2006 - March 2008
Navy Exchange Service Command  June 2005 - August 2006

Skills
Golf Instruction, Tournaments, Golf, Sports, Golf Course Management, Golf Courses, Sports Marketing, Sports Management, Club, Junior Golf, Sponsorship, Event Management, Golf Management, Sports Coaching, Golf Club Repair, PGA, Event Planning, Sports Industry, Player Development, Coaching

Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.), Professional Golf Management

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