Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
Ameriprise Financial Services, Inc. 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
Ameriprise Financial Services, Inc. October 2012 - Present
Skills
Series 7, Series 66
Education
Arkansas State University 2007 — 2014
Associate's Degree
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
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
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
Ameriprise Financial Services, Inc. December 2009 - Present
Education
Ateneo de Manila University
Bachelor of Arts, General Studies
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
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
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
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
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 & 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
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
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
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
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
Ameriprise Financial Services, Inc. October 1988 - Present
Education
Arizona State University 1982 — 1986
Bachelor's Degree, Science, Business & Finance
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. February 1997 - Present
Education
Arizona State University 1991 — 1995
BS, Finance
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. May 2001 - Present
Education
Auburn University 1982 — 1987
Bachelor of Science (B.S.), Operations Management
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
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 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
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
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
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
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
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 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
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
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
Ameriprise Financial Services, Inc. August 1991 - Present
Education
Auburn University, College of Business 1986 — 1988
Bachelors, Finance
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
Ameriprise Financial Services, Inc. March 2005 - Present
Education
Auburn University 1999 — 2003
B.S., Marketing
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. April 2011 - Present
Cargill Pork March 2004 - April 2011
Education
Arkansas Tech University 2008 — 2010
Accounting
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
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
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
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
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
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
Ameriprise Financial Services, Inc. January 2015 - Present
Ace Hardware February 2013 - October 2014
Education
Auburn University 2015 — 2019
Auburn Highschool
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. February 2008 - Present
Education
Arizona State University 1994 — 1998
BS, Marketing
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
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
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
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
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
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
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
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.
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
Ameriprise Financial Services, Inc. 1988 - Present
Education
Arizona State University
Bachelor, Finance
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
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)
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
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
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
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
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
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
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
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
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