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,
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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
Ameriprise Financial Services, Inc. May 2008 - Present
Education
Louisiana State University 2007 — 2009
Master of Science, Finance
Louisiana State University 2003 — 2007
Bachelor of Science, Finance
Event Operations, Loyola Marymount University May 2013 - June 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
johnnie-O September 2013 - December 2013
Blue Mountain Realty Inc. June 2012 - August 2012
Omron Network Products May 2011 - August 2011
Skills
Finance, Real Estate, Retail, Microsoft Word, Public Speaking, Social Media, Management, Leadership
Education
Loyola Marymount Univeristy 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Loyola Marymount University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Echelon Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. 2012 - Present
Ehleringer, Douglas, Stolz & Associates, a private wealth advisory practice of Ameriprise Financial 2006 - 2012
Ameriprise Financial Services, Inc. 2003 - 2006
Education
Luther College
Bachelor of Arts (B.A.)
University of Wisconsin-Madison
Master of Arts (M.A.)
Wells Fargo Bank September 2010 - Present
Ameriprise Financial Services, Inc. March 2008 - March 2009
Regions Financial Corporation May 2007 - January 2008
Skills
Portfolio Management, Retirement Planning, Banking, Investments, Singing, Estate Planning, Asset Management, Relationship Management, Risk Management, Series 7, Personal Financial..., Series 63, Wealth, Financial Services, Strategic Planning
Education
Luther College 1997 — 2004
Bachelor of Arts (B.A.), Business Management
Ecolab August 2011 - April 2013
Ameriprise Financial Services, Inc. July 2007 - August 2011
Ameriprise Financial Services, Inc. June 2005 - June 2007
Moneygram May 2000 - June 2005
West Publishing 1999 - 2000
Cray Research 1994 - 1998
Skills
PMO, Vendor Management, Leadership, Finance, Process Improvement, Strategic Financial..., SDLC, Financial Analysis, Financial Services, Forecasting, Program Management, Teamwork, Financial Reporting, Capital Budgeting, Variance Analysis, Business Case Review, Project Portfolio..., Training, Analysis, Budgets, Managerial Finance, Strategy, Management, Cross-functional Team...
Education
University of Saint Thomas - School of Business
MBA, Accounting
University of St. Thomas
Mini Master, Program Management
Macalester College
BA
Ameriprise Financial Services, Inc. June 2012 - Present
J.P. Morgan October 2008 - April 2012
Skills
Financial Planning
Education
Lynn University 1992 — 1994
Bachelor of Business Administration (B.B.A.), International Business
Our Lady of Lourdes 1986 — 1990
High School
Jackey/Robinson Group February 2014 - Present
Ameriprise Financial Services, Inc. March 2010 - February 2014
Wells Fargo Advisors April 2007 - March 2010
Banc of America Investments June 1996 - April 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Estate Planning, Insurance, Retirement, Investments, Finance, Mutual Funds, Investment Advisory, IRAs, Wealth
Education
Louisiana State University 1970 — 1974
BS, Liberal Arts
Investors Advisory Management Group December 2014 - Present
Ameriprise Financial Services, Inc. April 2004 - December 2014
American Express 2003 - April 2004
American Express 2002 - 2003
American Express 1999 - 2002
Brookdale Ford 1999 - 1999
Menards 1998 - 1999
Menards 1997 - 1998
Menards 1996 - 1997
Education
Luther College 1992 — 1996
B.A., Business Management and Public Communications
Anamosa High School 1988 — 1992
RiverSource August 2014 - Present
RiverSource November 2012 - August 2014
Ameriprise Financial January 2010 - November 2012
Ameriprise Financial Services, Inc. February 2007 - January 2010
Ameriprise Financial Services, Inc. November 2005 - February 2007
Ameriprise Financial Services, Inc. March 2004 - November 2005
Limited Brands January 2004 - March 2005
Greater Stellenbosch Development Trust October 2003 - December 2003
Skills
Strategic Planning, Marketing Strategy, Product Marketing, Event Management, Event Planning, Survey Design, Customer Service, Customer Engagement, Instructor-led Training, E-Learning, Microsoft Excel, PowerPoint, Communication Skills, Proofreading, Email Marketing, HTML emails, Corporate Events, Coordinating Events, Budget Monitoring, Microsoft Word, Brainshark, Articulate Suite, Article Creation, Materials Management, Project Tracking, Invitations, Organization, Trade Show Exhibitor, Trade Show Signage, Employee Recognition, Webinar Management, Seminar Marketing, Situational Leadership, Sales Contest Management, Employee Engagement, Personal Trust, Vendor Relationships, Qualtrics, Building Relationships, Eye for Details, Sales, Management, Strategy, Financial Services, Brand Awareness, Relationship Management, Human Resources, Series 7
Education
Luther College 1999 — 2003
Bachelor's degree, Business Management & Psychology
American Funds July 2008 - Present
Hornblower Cruises & Events May 2007 - March 2008
Ameriprise Financial Services, Inc. October 2006 - April 2007
Skills
Event Planning, Social Media, Event Management, Marketing, Facebook, Marketing Communications, Customer Service, Microsoft Excel, Fundraising, Public Speaking, Microsoft Office, New Business Development, Communication Skills, Salesforce.com, Sales, PowerPoint, Critical Thinking, Problem Solving, Follow-through Skills, Outlook
Education
Loyola Marymount University 2003 — 2007
Bachelor of Arts, Political Science
Ameriprise Financial Services, Inc. December 2002 - Present
PRN Staffing Solutions, LLC, Nurse Staffing Agency December 1987 - December 2001
Education
Louisiana State University Health Sciences Center 1983 — 1987
ASN, Nursing
Institute of Business and Finance
Master of Science in Financial Services, MSFS, Financial Planning and Services
Ameriprise Financial Services, Inc. April 2007 - Present
Education
Louisiana State University 2005 — 2009
Bachelor of Science (B.S.), Finance
Woodlawn High
Ameriprise Financial Services, Inc. June 2014 - Present
Fortune Financial September 2007 - June 2014
Camp Manito-wish YMCA August 2007 - November 2009
Camp Manito-wish YMCA May 2007 - August 2007
DC Legislative and Regulatory Services September 2006 - December 2006
Skills
Securities, Investments, Estate Planning, Financial Services, Fixed Annuities, Wealth Management, Strategic Financial..., Mutual Funds, Series 7, Retirement, Life Insurance, Insurance, Disability Insurance, Leadership, 401k, Financial Planners, IRAs, Finance, 529 Plans, Compliance, Strategy, Asset Management, Investment Advisory, Personal Financial..., Long Term Care, Investment Strategies, 401k Rollovers, Insurance Strategies
Education
Luther College 2003 — 2007
BA
EY July 2015 - Present
LSU E. J. Ourso College of Business Alumni & External Relations August 2013 - May 2015
EY June 2014 - August 2014
Ameriprise Financial Services, Inc. July 2012 - August 2013
Blue Victory Holdings, Inc. December 2011 - July 2012
EducateLA January 2011 - May 2011
AAF National Student Advertising Competition January 2011 - April 2011
Louisiana Travel Promotion Association September 2010 - December 2010
Arnold Worldwide June 2010 - August 2010
Macy's May 2008 - August 2009
Skills
Marketing Research, Project Management, Social Media, Twitter, Foursquare, Customer Service, Microsoft Excel, Leadership, Management, Press Releases, Newsletters, Sales, Research
Education
Louisiana State University 2013 — 2015
Master of Business Administration (M.B.A.), Internal Audit and Management Consulting
Louisiana State University 2007 — 2011
Bachelor of Arts (B.A.), Mass Communication/Media Studies
TIAA-CREF August 2014 - Present
New York Life Insurance Company January 2012 - July 2014
SGC Financial / Securian July 2008 - January 2012
Space Concept and Design Inc. January 2002 - June 2011
Ameriprise Financial Services, Inc. October 2003 - June 2008
The IPM Group June 2001 - September 2003
Education
Loyola Marymount University 1996 — 2000
English, International Business
Crespi 1991 — 1996
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. February 2010 - Present
Ameriprise Financial Services, Inc. 2011 - 2013
Ameriprise Financial Services, Inc. February 2007 - January 2010
Skills
Microsoft Office, Outlook, Project Management, Troubleshooting, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Project Coordination, Volunteering, Lotus Notes, Visio, Time Management, Access, Administrative...
Education
Madison Area Technical College 2005 — 2006
Hospitality Administration/Management
Rochester Community and Technical College 2003 — 2004
Liberal Arts and Sciences/Liberal Studies
Minneapolis Community and Technical College
Associate's degree, Business Administration and Management, General
Ameriprise Financial Services, Inc.
Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning
Education
Louisiana Tech University
Bachelor of Arts (B.A.)
Cornerstone OnDemand September 2015 - Present
Ameriprise Financial Services, Inc. May 2015 - August 2015
Northwestern Mutual March 2015 - May 2015
Sonki Fitness February 2015 - May 2015
SHAMS Coffee August 2014 - December 2014
Malibu Health May 2014 - August 2014
Las Virgenes Unified School District May 2013 - August 2014
Thousand Oaks Radiology September 2010 - January 2011
Skills
NetSuite, Salesforce.com, Thomson One Analytics, Account Management, Microsoft Excel, Stock Trading, Microsoft Office, Teamwork, Financial Planning, Time Value of Money, Public Speaking, Oral Communication, Written Communication, Research, Market Research, Project Management, Leadership, Microsoft Word, Customer Service
Education
Loyola Marymount University 2012 — 2016
Finance, General
Akademie für Internationale Bildung 2014 — 2014
International Business, Junior
Parkside Financial Bank & Trust June 2015 - Present
Buckingham Family of Financial Services June 2014 - May 2015
Ameriprise Financial Services, Inc. February 2014 - June 2014
Saint Louis University August 2013 - May 2014
Saint Louis University January 2011 - May 2013
Collins & Hermann, Inc. June 2005 - August 2012
Skills
Leadership, Oral & Written..., Organization &..., Collaborative Problem..., Ethical Decision Making, Microsoft Office, Social Media, Construction, Event Planning, Sales, Management, Proposal Writing, Project Management, Time Management, PowerPoint, Microsoft Excel
Education
Saint Louis University 2013 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship
Saint Louis University 2010 — 2013
Bachelor of Science, Business Administration, Finance
Loyola University of Chicago 2009 — 2010
Loyola University Chicago John Felice Rome Center
Ameriprise Financial Services, Inc. June 2014 - August 2014
Elevate Living June 2013 - August 2013
Central Bank of Paraguay December 2012 - January 2013
Skills
Economics, Statistics, Research, Data Analysis, Microsoft Excel, Spanish, PowerPoint, R, English, Python, Public Speaking, Building Relationships, Oracle SQL Developer, Cluster Analysis, VBA, Bloomberg
Education
Macalester College 2011 — 2015
BA, Economics, Applied Mathematics & Statistics
United World College-USA 2009 — 2011
IB Diploma Programme
Colegio Cristo Rey 2008 — 2009
Bachillerato Tecnico en Administracion de Negocios
Ameriprise Financial Services, Inc. April 2011 - Present
Greater Toledo Aquatic Club August 2005 - Present
SFS Water Polo 2004 - 2013
Skills
Leadership
Education
Lourdes University 2009 — 2011
Bachelor's degree, Accounting
University of Toledo 1995 — 1999
Bachelor of Science (B.S.), Marketing
Your Shipping Guy, LLC March 2013 - Present
XPO Logistics, Inc. August 2012 - March 2013
Freightquote June 2011 - August 2012
XTeam September 2009 - June 2011
The Sales Board November 2008 - September 2009
Girard Securities August 2007 - October 2008
AIG Advisor Group January 2002 - August 2002
Dau Financial Consulting January 1994 - January 2002
Ameriprise Financial Services, Inc. January 1987 - January 1994
Skills
Logistics, 3PL, Pricing, Logistics Management, Transportation..., Truckload, LTL, Freight Brokerage, Trucking, Dry Van, Flatbed, Reefer, Intermodal, Supply Chain Management, Transportation, Reverse Logistics, Rail, Supply Chain..., Transportation Planning, Freight Forwarding, Ocean Freight, Shipping, Warehousing, Air Freight, Supply Chain, Sales, Customer Service, E-commerce, Strategic Planning, Forecasting, Account Management, Management, Business Development, Sales Management, Container
Education
Loras College 1983 — 1987
BA, Finance
Teles Properties July 2014 - Present
Teles Properties August 2012 - July 2014
Capstone Realty Group August 2011 - August 2012
Esquire Realty Group June 2009 - August 2011
Scott Stander & Associates, Inc. February 2007 - June 2009
Ameriprise Financial Services, Inc. July 2005 - November 2006
Skills
Sellers, Project Management, Real Estate, Development of..., Manage Client..., Business Development, P&L Budget Management, Sales, Market Analysis, Negotiation, Buyer Representation, Foreclosures, Coaching, Collaboration, Networking, Customer Service, Employee Training, Communication, Expense Budget..., Investment Properties, First Time Home Buyers, New Home Sales, Relocation, Selling, Single Family Homes, Short Sales, Entrepreneurship, Team Leadership, Management
Education
Luther College 2000 — 2004
Bachelor of Arts (B.A.), Accounting; Economics & Music, Summa Cum Laude
Ameriprise Financial Services, Inc. June 2012 - Present
Blue Ridge International April 1987 - Present
U.S. Bank September 2007 - July 2012
University of St. Thomas September 1987 - June 2007
Metropolitan State University September 1998 - August 2000
University of Minnesota September 1997 - August 2000
Wisconsin Indianhead Technical College September 1997 - 2000
Westinghouse Electric Company April 1997 - April 1999
ICI, Plc. Imperial Chemical Industries, Plc. July 1982 - January 1990
GE November 1975 - July 1982
Skills
See aforementioned work...
Education
University of St. Thomas 1987 — 1989
Master of Business Administration (M.B.A.), International Management, 3.9
Western Michigan University 1964 — 1969
Bachelor's of Science, Public Administration, 2.5
Macomb Community College 1962 — 1964
Associate of Arts and Sciences (A.A.S.), International Business, 3.8
Handy Cash ATM June 2012 - Present
The Centurion Project June 2007 - Present
Snap Fitness 24/7 May 2011 - May 2012
Supernus Technologies November 2009 - April 2011
Ameriprise Financial Services, Inc. June 2005 - May 2007
Abercrombie & Fitch May 2004 - June 2005
Skills
Sales, Customer Relations, Networking, Building Relationships, Customer Service, Outlook, Excel, Microsoft Excel, Selling, Strategic Planning
Education
University of Wisconsin 2002 — 2004
Bachelor of Arts; Certificate, Sociology; Business
University of Massachusetts 2001 — 2002
Sports Management
Madison Area Technical College 1999 — 2001
Liberal Arts
Ameriprise Financial Services, Inc. October 2012 - Present
UBS Financial Services, Inc. May 2008 - November 2012
Morgan Stanley December 2006 - May 2008
Education
Louisiana State University and Agricultural and Mechanical College 2004 — 2006
Master of Mass Communications, Public Relations, Advertising, and Applied Communication
Louisiana State University and Agricultural and Mechanical College 1999 — 2003
Bachelor of Science (B.S.), Marketing
American Forest Products, LLC 2014 - Present
Johns Hopkins Bloomberg School of Public Health 2008 - May 2014
Ameriprise Financial Services, Inc. 2007 - 2008
Skills
Financial Reporting, Financial Analysis, Microsoft Excel, Data Mining, Financial Services, Valuation, Bloomberg Terminal, Data Analysis
Education
Loyola College in Maryland 2011 — 2014
Master of Business Administration (M.B.A.), finance
University of Maryland Baltimore County 2001 — 2006
Bachelor's degree, Finance
Ameriprise Financial Services, Inc. 2012 - Present
Merrill Lynch 2011 - 2012
JPMorgan Chase 2005 - 2011
American General Finance 2002 - 2005
Education
Louisiana State University 1994 — 1999
Bachelor's degree, Business Administration and Management, General
Holy Cross High School 1990 — 1994
Accenture October 2014 - Present
Microsoft September 2013 - July 2014
Porch September 2012 - August 2013
Ameriprise Financial Services, Inc. May 2011 - September 2012
Teknon Corporation August 2007 - August 2012
Washington State University March 2010 - December 2011
Gamma Phi Beta Sorority January 2008 - January 2011
Skills
Customer Service, Microsoft Office, Marketing, Sales, Data Entry, Time Management, Digital Marketing, Leadership, Social Media Marketing, Email Marketing, Salesforce.com, Facebook, Microsoft Excel, Customer Satisfaction, Timberline, Social Networking Sites, Phone Etiquette, Budgets, Social Media, Event Planning, Cold Calling, Process Scheduler, Mac, Outlook, PowerPoint, Organizational Design, SQL Server 2005/2000, Normalization, Database Management, Database Design, Apple Macintosh, Outstanding Customer..., Email Management, Accounts Payable, Job Costing, MIS, MySQL DBA, Database Admin, MySQL, Sage, Software Documentation, Social Networking, Management, Inventory Management, SQL, Data Analysis, Microsoft Word, Analysis, Account Management, Access
Education
Washington State University 2008 — 2011
BA, Management Information Systems
Loyola Marymount University 2009 — 2009
Philosophy, Religion
RBC Wealth Management August 2013 - Present
RBC Wealth Management June 2010 - Present
Jewish Community Relations Council of Minnesota and the Dakotas March 2008 - September 2011
Acorn Financial Corporation November 2009 - May 2010
Ameriprise Financial Services, Inc. April 2008 - September 2008
FFC Capital Corporation May 2007 - July 2007
Education
Macalester College 2005 — 2009
Bachelor of Arts, Economics and German Studies
WU (Vienna University of Economics and Business) 2007 — 2008
Illinois-Austria Exchange
Raymond James June 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - June 2014
Ameriprise Financial Services, Inc. June 2011 - June 2013
Ameriprise Financial Services, Inc. June 2008 - June 2011
Skills
Series 7, Series 63, Life, Accident & Health..., Retirement Planning, Mutual Funds, Financial Planning, Insurance, Wealth Management, Retirement, Financial Services, Finance, Investments, Sales
Education
Macomb Community College
Associate of Arts (A.A.)
Volt Workforce Solutions March 2012 - May 2012
Ameriprise Financial Services, Inc. March 2012 - May 2012
United Mailing Services July 2010 - July 2011
Express Professionals March 2010 - May 2010
New Mexico Youth September 2008 - November 2008
ProMark June 2008 - September 2008
Comforce May 2005 - February 2007
e-Telecare February 2006 - July 2006
Lady Foot Locker September 2003 - January 2004
Kohls April 1997 - March 2002
Skills
Word, Excel, Windows, Outlook, PowerPoint, Access, Microsoft Office, PeopleSoft, Administration, Customer Service, Customer Relations, Supervisory Skills, Data Entry, Inventory Management, Retail, Documentation, Customer Satisfaction, Problem Solving, Appointment Scheduling, Meeting Scheduling, Bookkeeping, Organization, General Office Skills, General Office..., Phone Etiquette, Answering Phones, Greeting Clients, Mail Sorting, Handling,..., Update spreadsheets, Create Spreadsheets, Meet Deadlines, Maintainability, Records Management, Fax, File, Copying, scan documents, Administrative..., Support Team Members, Ordering Office Supplies, Billing Process, Client Confidentiality, Cash Handling Experience, Call Center, Options Strategies, Survey Research, Patient Listener, Mutlitask, Software Documentation, Microsoft Excel
Education
University of Maryland University College 2012 — 2013
Bachelor's degree, Social Sciences, Business Administration, 3.0
Madison Area Technical College 2010 — 2012
Applied Science, Administrative Professional
CNM 2005 — 2006
Phlebotomy Certificate, Phlebotomy/Clinical Laboratory Assistance
ASU Foundation March 2011 - Present
Ahwatukee Kiwanis November 2009 - Present
Ameriprise Financial Services, Inc. August 2008 - Present
Ahwatukee Chamber of Commerce 2008 - Present
Radiometer America 1981 - 2008
Education
Los Angeles Valley College 1978 — 1981
Ameriprise Financial Services, Inc. March 2010 - Present
Skills
Retirement Planning
Education
Louisiana State University
BS, Liberal Arts
Wells Fargo Advisors January 2015 - Present
Ameriprise Financial Services, Inc. 1997 - January 2015
SunAmerica Financial Group June 1996 - September 1997
Coast Federal Bank 1994 - 1996
Skills
Finance, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Financial Advisory, Financial Goals, Financial Services, Financial Analysis, Securities, Retirement, Investment Strategies, Alternative Investments, Tax Investment Planning, Investment Planning
Education
Loyola Marymount University, College of Business Administration
BBA, Management
University of California, Berkeley 1984 — 1985
Loyola High School 1980 — 1984
UCLA Extension
Accounting
Ameriprise Financial Services, Inc. December 1992 - Present
Ernst & Young 1963 - 1990
Education
University of Minnesota - Carlson School of Management 1961 — 1963
BS, Business
Macalester College 1959 — 1961
Business
Ameriprise Financial Services, Inc. July 1991 - Present
Booz Allen Hamilton February 1978 - April 1988
Skills
Investments, Retirement Planning, Retirement, Tax, Mutual Funds, Saving for Education, Series 7, 401k Rollovers, Wealth Management, Financial Advisory, Estate Planning, Wealth Accumulation, Investment Advisory, Protection..., Asset Allocation
Education
Lynchburg College 1965 — 1969
B.A., Art Education
Coastal Pension Services June 2015 - Present
CDM Retirement Consultants, Inc. April 2007 - May 2015
Ascensus January 2000 - April 2007
Ameriprise Financial Services, Inc. March 1998 - September 2000
New York Life Insurance Company 1995 - 1998
T. Rowe Price 1987 - 1995
Skills
401k, Retirement, Retirement Plan..., Pensions, Defined Benefit, Mutual Funds, Retirement Planning, Financial Services, Asset Allocation, Defined Contribution, Investment Advisory, Asset Management, Financial Advisory
Education
American Society of Pension Professions and Actuaries 2008 — 2011
QPFC, QKA, Retirement Plan Administration and Investments
Sellinger School of Business 1988 — 1994
Master of Business Administration (MBA)
Loyola College in Maryland 1980 — 1984
Bachelor of Arts (B.A.), English, Business
Calvert Hall College High School 1976 — 1980
St. Pius X
Ameriprise Financial Services, Inc. December 2014 - Present
U.S. Bank 2005 - 2014
Heartland Financial USA, Inc. 2001 - 2005
Crowe Chizek and Company LLP 1993 - 2000
Prudential Financial 1991 - 1993
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
Master, Business Administration (With Distinction)
Loras College 1987 — 1991
B.A., Economics and Finance
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - June 2015
Ameriprise Financial Services, Inc. June 2010 - August 2013
Skills
Microsoft Office, Marketing, Marketing Communications, Business Strategy, Business Development, Personal Financial..., Event Planning, Project Planning, Business Planning, Strategic Financial..., Social Media Marketing, Marketing Strategy, Molecular Biology, Cell Biology, Biology, Series 7, Mutual Funds, Series 63, Asset Allocation, Retirement Planning, Retirement, Securities, Wealth Management, Financial Advisory, Investment Advisory, Financial Services, Investments, Fixed Annuities, Investment Strategies, Financial Planning
Education
LSU Shreveport 2004 — 2009
Bachelor of Science (BS), Cell/Cellular and Molecular Biology
Louisiana State University
Bachelor of Science (BS), Cell/Cellular and Molecular Biology
Travelers April 2014 - Present
Travelers August 2012 - April 2014
Carlson School of Management January 2009 - May 2012
Target August 2010 - 2011
Target January 2008 - July 2010
Ameriprise Financial Services, Inc. May 2006 - December 2007
Skills
Leadership, Recruiting, Organizational Design, Performance Management, Change Management, Cross-functional Team..., Talent Management, Process Improvement, Data Analysis, Strategic Planning, Project Management, Strategy, Program Management, Training, Management, Coaching, Employee Training, Employee Engagement, Analysis, Human Resources, Business Process, Onboarding, Time Management, Executive Coaching, Employee Relations, Personnel Management, Leadership Development
Education
Carlson School of Management 2009 — 2012
MBA, Human Resources and International Studies
Macalester College
Bachelor of Arts (B.A.), East Asian Studies
Ameriprise Financial Services, Inc. October 2013 - Present
Wells Fargo August 2012 - October 2013
Accountemps August 2011 - August 2012
University of Sydney March 2010 - June 2011
Jeffrey Slocum & Associates July 2008 - November 2009
Jeffrey Slocum & Associates June 2006 - June 2008
Skills
Social Entrepreneurship, Project Management, MS Project, Asset Managment, Investment Management, Portfolio Management, Financial Analysis, Investments, Asset Allocation, Due Diligence, Valuation, Hedge Funds, Mutual Funds, Research, Investment Strategies, Risk Management, Data Analysis, Process Improvement, Microsoft Excel, Analysis
Education
University of Sydney 2010 — 2011
Masters of Commerce, Entrepreneurship
Luther College
Bachelor of Arts, Business, Music
Stauffer & Nathan May 2009 - March 2012
Lockridge Grindal Nauen March 2006 - February 2009
Carver County July 2006 - February 2007
Ameriprise Financial Services, Inc. January 2006 - March 2006
Los Angeles District Attorney’s Office January 2005 - April 2005
Los Angeles District Attorney’s Office April 2004 - April 2005
Education
Loyola Law School, Loyola Marymount University
Juris Doctorate
Ameriprise Financial Services, Inc. July 1992 - Present
Highland Groveland Recreation Association February 2006 - February 2015
University of St. Thomas 2013 - 2013
Skills
Coaching, Recruiting, Human Resources, Leadership, Onboarding
Education
University of Minnesota - Carlson School of Management
MA - Human Resources & Industrial Relations
Macalester College 1988 — 1992
BA, Political Science and International Studies
Phillips Exeter Academy 1984 — 1988
University of St. Thomas
Ameriprise Financial Services, Inc. April 1984 - Present
LaMartina & Callieteau, CPA 1982 - 1984
Louisiana Gas Services 1972 - 1982
Education
Loyola University New Orleans
Master of Business Administration (MBA), Marketing and Finance
Louisiana State University
Bachelor of Science (B.S.), Business Administration
Ameriprise Financial Services, Inc. November 1991 - Present
Education
Loyola University New Orleans 1983 — 1985
BA, German
Ludwig-Maximilians Universität München 1982 — 1983
German
Loyola University New Orleans 1980 — 1982
BA, German
Ameriprise Financial Services, Inc. August 2011 - Present
Wells Fargo February 2010 - August 2011
Wells Fargo LLC September 2008 - March 2010
Ameriprise Financial October 2006 - July 2008
Ameriprise Financial 1995 - 2008
Ameriprise Financial June 2002 - October 2006
American Express Financial Advisors December 1999 - June 2002
American Express Financial Advisors February 1995 - December 1999
Skills
Series 7, Coaching, Mutual Funds, Human Resources, Team Leadership, Policy, Leadership, Financial Advisory, Customer Service, Insurance, Accounting
Education
University of St. Thomas 1992 — 1994
M.A., Theology
Loras College 1980 — 1984
B.A., Degree in English Literature with a minor in Philosophy. At that time, also an IA Secondary Educatio
Ameriprise Financial Services, Inc. June 1998 - Present
Education
Loyola University Maryland 1976 — 1978
MMS, Fine Art
Roosevelt University 1959 — 1962
B.A, Education
Ameriprise Financial Services, Inc. April 2011 - Present
Tapestry Public Charter School 2014 - 2015
Waddell & Reed July 1989 - March 2011
Education
University of New Orleans 1983 — 1986
BS, Finance
LSU 1977 — 1979
Accounting and Finance
Office of Financial Institutions of Louisiana April 2013 - Present
Cypress Mounds Baseball Complex November 2010 - April 2013
Kleinpeter Dairy November 2008 - October 2010
Ameriprise Financial Services, Inc. September 2006 - November 2008
The Island Golf Course Llc January 2005 - August 2006
Triple Play Sports Management January 2002 - December 2004
Skills
Customer Service, Microsoft Excel, Process Improvement, Insurance, Microsoft Office, Sales, PowerPoint, Vendor Management, Outlook, Strategic Planning, Microsoft Word, Call Center, Marketing, Project Management, New Business Development, Operations Management, Team Building, Analysis, Management, Budgets, Business Planning, Business Strategy, Human Resources, Sales Management, Finance, Public Speaking, Negotiation, Contract Negotiation, Account Management
Education
Southeastern Louisiana University 2011 — 2013
M.B.A., Finance/Accounting, 3.5
Louisiana State University 2005 — 2007
B.A., Communication Studies
Ameriprise Financial Services, Inc. November 1999 - Present
Education
University of Montana
Master's Degree, Environmental Studies
Macalester College
Bachelor's degree, Mathematics and Statistics
Ameriprise Financial Services, Inc. May 2011 - Present
Iron Mountain July 1999 - April 2011
Iron Mountain Records Management July 1999 - January 2011
Action Labor / Staffing Connection August 1996 - July 1999
United States Air Force October 1989 - December 1994
Skills
Management, Process Improvement, Team Building, Change Management, Leadership, Cross-functional Team..., Program Management, Disaster Recovery, Service Delivery, Operations Management, Analysis, Business Analysis, Project Planning, Project Management, Strategy, Vendor Management, Business Development, Business Process..., Strategic Planning, Team Leadership, Contract Negotiation, Sales, CRM
Education
Louisiana State University in Shreveport 1987 — 1989
Computer Science
Ameriprise Financial Services, Inc. May 2012 - Present
Education
Opus College of Business St.Thomas 2009 — 2012
MBA, Business Administration
Luther College 2000 — 2004
BA, Philosophy, Political Science
LPL Financial May 2008 - Present
Ameriprise Financial Services, Inc. January 2002 - May 2008
Inter-American Management Ltd. 1978 - 2002
Skills
Investment Strategies, Wealth Management..., Series 7, Estate Planning, 401k Rollovers, College Savings Plans, Roth IRA, Retirement Planning, Financial Advisory, 401k, IRAs, Fixed Annuities, Financial Planners, Series 66, Charitable Giving, Annuities, IRA's, Insurance Planning, Long Term Care, Financial Analysis, Comprehensive Wealth..., Retirement, Securities, Financial Services, Wealth
Education
Ludwig-Maximilians Universität München 1960 — 1965
Dipl.-Kfm. i.e. MBA equivalent, Economics, Business Administration, Business Law, Statistics
Ameriprise Financial Services, Inc. July 2008 - Present
Haug Capital Partners January 2004 - Present
U.S. Media Partners 2004 - Present
Education
Lynn University 2004 — 2008
Ameriprise Financial Services, Inc. January 2006 - Present
Education
Montclair State University 2003 — 2005
Bachelor's Degree, Sociology
Macquarie University 2004 — 2004
Business
University of Maine 2000 — 2003
Business-Finance
Ameriprise Financial Services, Inc. September 2009 - Present
Ameriprise Financial July 1996 - March 2009
FBS Investment Services June 1994 - August 1996
Lutheran Brotherhood January 1993 - June 1994
US Navy July 1981 - February 1993
Skills
Strategic Financial..., Financial Services, Investments
Education
Investment Management Consultants Association 2006 — 2008
CIMA, Investment Management
College of Financial Planning 1992 — 1994
CFP
Troy State University 1990 — 1992
MS, Management
Macalester College 1974 — 1979
BA, Economics, Psychology
Ameriprise Financial Services, Inc. November 2001 - Present
Skills
Leadership, Investments, Retirement Planning, Finance, Estate Planning, Financial Services, Financial Advisory, Retirement, Marketing, Public Speaking
Education
Loyola University Maryland 1999 — 2001
B.B.A., Finance (Major), Philosophy (Minor)
Ameriprise Financial Services, Inc. August 2015 - Present
The DJJD Foundation October 2014 - Present
Morgan Stanley April 2014 - August 2015
Morgan Stanley November 2008 - April 2014
Skills
Customer Service, Administrative..., Operational Excellence, Series 7, Series 63, Nonprofits, Client Relations, Client Services, Financial Analysis, Marketing, Social Media Marketing, Securities
Education
Los Angeles Pierce College 2006 — 2008
William Howard Taft High School 2002 — 2006
High School, 3.1
Siena Wealth Advisory Group June 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - August 2013
Skills
PowerPoint, Marketing, Microsoft Excel, Microsoft Word, Customer Service, Financial Services, Advertising, Jewelry, Organization, JavaScript, Bloomberg, Financial Reporting, Strategic Financial..., Wealth Management, Financial Advisory, Human Resources, Financial Planning
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Cold Spring Harbor High School 2006 — 2010
Pacific Legal Foundation September 2015 - Present
Institute for Justice May 2014 - August 2014
Charles Koch Institute May 2014 - August 2014
Jefferson Parish Public Defender's Office May 2013 - July 2013
JPMorgan Chase October 2009 - August 2012
Waddell & Reed March 2009 - August 2009
Ameriprise Financial Services, Inc. May 2008 - January 2009
UBS Wealth Management March 2004 - June 2006
Skills
Constitutional Law, Statutory Interpretation, Administrative Law, Criminal Law, Intellectual Property, Legislation, Legal Research, Legal Writing, Litigation, Economics, Election Law
Education
Loyola University New Orleans College of Law 2012 — 2015
Juris Doctor (J.D.), Cum Laude
Michigan State University College of Law 2014 — 2014
Tulane University - A.B. Freeman School of Business 2002 — 2006
Bachelor of Science in Management, Finance & Legal Studies in Business
AXA Advisors December 2014 - Present
Etch Marketing & Design May 2013 - June 2014
Ameriprise Financial Services, Inc. September 2013 - May 2014
Finish Line 2014 - 2014
TennisEurope May 2013 - August 2013
Beverly Hills Tennis January 2006 - August 2012
Beverly Hills Tennis 2006 - 2012
Beverly Hills Tennis May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, English, QuickBooks, Payroll, Team Leadership, Spanish, Management, Marketing, Coaching, Sales, French, Accounting, Social Media, Public Speaking, Customer Service
Education
McPherson College 2012 — 2014
Bachelor's degree, Accounting and Finance, Marketing
Los Angeles Pierce College 2010 — 2012
Associate's degree
LILA 1995 — 2012
International Baccalaureate Diploma
IBERIABANK August 2005 - Present
Whitney Bank December 2013 - May 2014
Ameriprise Financial Services, Inc. January 2013 - December 2013
Skills
Banking, Finance, Microsoft Excel, Sales, Integration, Customer Service, Microsoft Word, Microsoft Office, Coaching, Investments, Strategic Financial..., Portfolio Management, Financial Services, Relationship Management, Securities, Series 7, Wealth Management, Credit, Insurance
Education
University of Louisiana at Lafayette 2002 — 2004
MBA, Finance
Louisiana State University, Paul M. Hebert Law Center 2001 — 2002
Louisiana State University 1996 — 2001
BS, Microbiology Major; Chemistry Minor
Jesuit High School
Ross University School of Medicine
DocVue July 2014 - Present
361 Services June 2014 - July 2014
Personnel Plus Colorado May 2014 - June 2014
Sempera January 2014 - February 2014
ProBuild Holdings March 2010 - July 2013
Three Sixty Group July 2009 - December 2009
Ameriprise Financial Services, Inc. January 2008 - December 2008
Quicken Loans April 2007 - August 2007
Skills
Oracle Applications, Program Management, Business Analysis, Pricing, Analysis, Inventory Management, Forecasting, Microsoft Excel, Financial Analysis, SDLC, Quality Assurance, User Acceptance Testing, Order Management, Access, Business Analytics, Requirements Gathering, Cost Management, Functional Testing, Training, ERP, Data Analysis, Process Improvement, Business Process, Oracle E-Business Suite, Applications Software..., Joint Application Design, Integration, Oil & Gas Industry, SQL Server Management..., Kofax, DocVue, OGSYS, Excalibur, BOLO
Education
Oakland University 2012 — 2013
Master of Business Administration (MBA), Management Information Systems, 3.8
Western Michigan University - Haworth College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, 3.5
Universiteit Maastricht / Maastricht University 2008 — 2008
Study Abroad Program, Economics
Danielle Awkerman MUA April 2015 - Present
Ameriprise Financial Services, Inc. February 2015 - Present
Superior Labels Inc September 2014 - December 2014
Black Hawk College August 2013 - June 2014
Freelance/Independent Contractor August 2011 - June 2013
DHL GLOBAL FORWARDING October 2010 - April 2011
Davenport Community Schools August 2009 - June 2010
Davenport Community Schools August 2003 - June 2009
USAgencies September 1999 - December 2002
USAgencies May 1999 - August 1999
Skills
Type 75WPM, Speaks French, Microsoft Office, Teaching, Research, Microsoft Excel, English, PowerPoint, Public Speaking, Microsoft Word, Customer Service, Curriculum Design, Tutoring, Adult Education, Event Planning, Lesson Planning, Classroom, Teaching English as a..., ESL, Teamwork, French, Training, Classroom Management, Literacy, Differentiated..., Language Teaching, Grammar, Social Media, E-Learning, Secondary Education, Pedagogy, Language Learning, Educational Technology, Integrating Technology..., Middle School, Proofreading, English grammar, Literature, Grant Writing, Curriculum Development, Blogging
Education
Louisiana State University 1999 — 2003
Bachelor of Science, Secondary Education (French)
Ameriprise Financial Services, Inc. March 2006 - Present
A.G. Edwards & Sons, Inc. September 1994 - March 2006
Edward Jones August 1990 - September 1994
Transamerica Financial Advisors, Inc. June 1990 - August 1990
Branch Office of Transamerica Financial Advisors December 1989 - August 1990
Education
Tulane University - A.B. Freeman School of Business 1982 — 1982
Post-Graduate Studies, Finance
Louisiana State University 1975 — 1978
BS, Psychology & Computer Science/Statistics
University of Virginia 1973 — 1974
Social Psychology
Ameriprise Financial Services, Inc. October 2014 - Present
StudioPMG June 2013 - October 2014
Nexus Health Capital, LLC June 2012 - August 2012
Romney for President June 2011 - August 2011
Skills
Strategy, Sales, Research, Press Releases, Management, Analysis, Marketing Strategy, Social Media, Market Research, Marketing
Education
Loyola Marymount University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Ameriprise Financial Services, Inc. 1997 - Present
Skills
Client Management, Judgement, Analytical, Business Planning, Business Strategy, Client Relationships, Coaching, Compliance, Customer Service, Decision Making, Diligence, Education Planning, Innovation, Leadership, Marketing, Protection Planning, Public Speaking, Responsiveness, Risk Management, Skilled Communicator, Small Business Planning, Social Media, Strategic Partnerships, Team Building, Employee Benefits, Finance, Investments, Retirement
Education
University of Louisiana at Lafayette
Master of Business Administration (MBA)
Louisiana State University 1988 — 1992
Bachelor's Degree, General Studies
St.Thomas More Catholic Highschool
High School Diploma
Solstice Mobile January 2015 - Present
Solstice Mobile May 2014 - Present
Chicago Bears March 2012 - Present
Chicago Bears March 2012 - Present
Solstice Mobile May 2014 - August 2014
Ameriprise Financial Services, Inc. July 2014 - July 2014
Houlihan's Restaurants, Inc. July 2009 - May 2014
CitySwarm, LLC August 2013 - December 2013
Ameriprise Financial Services, Inc. May 2013 - May 2013
Skills
Leadership, Marketing, Organizational..., Time Management, Event Planning, Microsoft Office, iMovie, Project Management, Team Leadership, Critical Thinking, Team Building, iPhoto, Sponsorship, Entertainment, Proposal Writing, Memos, Email, SEO, Google Analytics, Google Adwords, Google Docs, PPC, CRM, Social Media Marketing, Email Marketing, Tiffany Bow Tying, Social Media, Public Speaking, Facebook, Event Management, Management, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Social Networking, Marketing Communications, Mobile Devices, Strategic Planning, Marketing Strategy, Teamwork, Public Relations, Sales
Education
Loyola University of Chicago 2011 — 2014
Bachelor of Business Administration (BBA), Marketing with a Minor in Management
Crystal Lake South High School 2007 — 2011
Ameriprise Financial Services, Inc. September 2004 - Present
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 1998 - 2002
Bethlehem Academy 1995 - 1997
IDS Financial Services 1990 - 1995
Skills
Series 7, Mutual Funds, AML, Series 24, Wealth Management, Relationship Management, Risk Management, Options, Financial Services, Portfolio Management, Investments, Financial Analysis, Asset Allocation, Retirement, Business Analysis, Series 63, Securities, Strategic Financial..., Retirement Planning, FINRA, Finance, Coaching, Process Management, Financial Advisory, Investment Advisory, Process Improvement, Alternative Investments
Education
Macalester College 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Cretin High School 1983 — 1987
Diploma
Iberia Financial Services September 2013 - March 2015
Ameriprise Financial Services, Inc. May 2013 - August 2013
Armentor & Associates LLC September 2012 - May 2013
Voorhies Supply Company September 2010 - May 2012
Motion Industries August 2010 - May 2012
The Bayou Companies April 2008 - December 2008
Foreman June 2006 - September 2007
Lafayette Health Club May 2007 - August 2007
Skills
Sales Management, Time Management, Team Leadership, Account Management, Selling, Customer Service, Customer Relations, Excel, Word, PowerPoint, Microsoft Office, Inventory Management, Purchasing, Leadership, New Business Development, English, Teamwork, Negotiation, Contract Negotiation, Project Planning, Budgets, Operations Management, Microsoft Excel, Social Media, Microsoft Word, Marketing, Retail, Sales, Accounting, Team Building, Process Improvement, Sales Operations, Management, Finance, Financial Planning
Education
University of Louisiana at Lafayette 2009 — 2013
Finance, Business
Louisiana State University 2005 — 2008
Bachelor of Science, Finance
Dev Bootcamp March 2015 - July 2015
Ameriprise Financial Services, Inc. February 2012 - July 2014
Conservation Corps Minnesota and Iowa February 2011 - December 2011
Wells Fargo October 2009 - May 2010
Skills
Ruby, JavaScript, Java, Ruby on Rails, React JS, Rspec, Capybara, Git, Node.js, C, SQL, APIs, OmniAuth, Jasmine, Heroku, Unix, TDD, Matlab, SPSS, Leadership, Team Building, Project Management, Data Analysis, Research, Strategic Planning, Training
Education
Dev Bootcamp 2015 — 2015
Luther College 2005 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General
Mayo High School 2001 — 2005
Cornerstone OnDemand March 2015 - Present
Cornerstone OnDemand January 2013 - Present
NEOGOV September 2010 - December 2012
Taycor Financial January 2010 - September 2010
Europe Economics September 2009 - December 2009
Ameriprise Financial Services, Inc. May 2008 - September 2008
Skills
Recruiting, SaaS, Lead Generation, Enterprise Software, Sales, Cloud Computing, Selling, Performance Management, Contract Negotiation, Sales Process, Salesforce.com, Leadership, Cold Calling, CRM, Marketing, PowerPoint, Management
Education
Loyola Marymount University 2007 — 2010
Bachelors, Economics, 3.7/4.0
Northwestern Mutual January 2010 - Present
Ameriprise Financial Services, Inc. October 2005 - July 2006
Capital Professional Advisors, Inc. June 2000 - September 2005
Education
Luther College 1992 — 1996
Bachelor of Arts (BA), Business Management
Meritas Law Firms Worldwide August 2015 - Present
Ameriprise Financial Services, Inc. February 2015 - August 2015
Robert Half Technology May 2014 - February 2015
J.Crew March 2013 - August 2014
Robert Half March 2013 - May 2014
Heritage Behavioral Health Center January 2011 - March 2013
Skills
Recruiting, Temporary Staffing, Applicant Tracking..., Staffing Services, Temporary Placement, Mental Health Care, Crisis Intervention, Case Managment, Developmental..., Medical Social Work, Case Management, Interviews, Event Planning
Education
Loyola University Chicago 2006 — 2010
Bachelor of Social Work
Loyola University Chicago 2006 — 2010
Bachelor of Social Work
Legal Shield June 2014 - Present
Bankers Conseco Life Insurance Company May 2014 - December 2014
Colonial Voluntary Benefits March 2014 - March 2014
Medical Answering Service January 2014 - March 2014
C.R. Fletcher Associates, Inc. September 2013 - December 2013
Rapid Response Monitoring Services November 2007 - September 2013
Ameriprise Financial Services, Inc. August 2004 - April 2005
Combined Life Insurance September 2003 - December 2003
United States Air Force December 1972 - February 1982
Skills
Customer Service, Military Experience, Team Leadership, Alarm Systems, Physical Security, Security, Security Management, Access Control, Fire Alarm, Troubleshooting, Sales, Radio Broadcasting, Video Conferencing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Biblical Teaching, Apple Safari, Apple OS, Team Building, Training, Social Networking, Social Media, Marketing, Public Speaking, Strategic Planning, Leadership
Education
Columbia School of Broadcasting
radio and television broadcasting
University of Maryland 1974 — 1974
Foreign Language Studies
Los Angeles City College
criminal justice
Theocratic Ministry School
Public Speaking
Ameriprise Financial Services, Inc. May 2011 - Present
Wells Fargo Advisors January 2006 - April 2011
Raymond James Financial Inc. May 2002 - January 2006
Morgan Stanley March 1993 - May 2002
Radio Advertising Sales and Management April 1980 - January 1993
Us-99 Radio Chicago 1981 - 1983
Education
Loyola University of Chicago 1971 — 1973
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
elk grove High 1965 — 1969
College Prep.
Ameriprise Financial Services, Inc. December 2013 - Present
WorldTeach April 2013 - September 2013
WorldTeach October 2012 - April 2013
Sports 4 Life June 2009 - August 2011
Skills
Leadership, Project Planning, Teaching, Time Management, Public Policy, Nonprofits, Recruiting, Customer Service, Teamwork, Training, Social Media, Microsoft Office, Public Speaking, Research
Education
Luther College 2008 — 2012
Bachelor's degree, Political Science and Government
MullinTBG, a Prudential Financial company July 2014 - Present
MullinTBG, a Prudential Financial company July 2008 - July 2014
MullinTBG, a Prudential Financial company January 2004 - July 2008
MullinTBG, a Prudential Financial company January 2000 - December 2004
MullinTBG, a Prudential Financial company January 1997 - December 2000
Ameriprise Financial Services, Inc. 1994 - 1997
Skills
Retirement Planning, 401k, Mutual Funds, Financial Services, Series 7, Life Insurance, Investments, Insurance, Strategic Financial..., Securities, Asset Management, Employee Benefits, Asset Allocation, Wealth Management, Financial Analysis, Disability Insurance, Series 63, Financial Modeling, Relationship Management, Retirement, Management, Deferred Compensation, Leadership, Defined Benefit, Fixed Annuities, CRM, Strategic Planning
Education
Loyola Marymount University
BBA, Finance
Manson Gulf LLC November 2014 - Present
Manson Gulf LLC June 2013 - November 2014
Ameriprise Financial Services, Inc. December 2012 - June 2013
The Dovetail Companies February 2012 - January 2013
'47 Brand August 2011 - 2012
LA. Football Magazine 2011 - 2012
LSU Golfcourse August 2007 - May 2011
Cajun Constructors, Inc. May 2007 - August 2010
Skills
Real Estate, Project Management, Management, Microsoft Office, Sales Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Product Marketing, Marketing, Event Planning, Strategic Planning, Contract Negotiation, Social Media, Leadership, Sales, Budgets, Account Management, Public Speaking, Social Media Marketing, Construction
Education
Louisiana State University 2007 — 2011
Bachelors, Business Administration and Management, General
Ameriprise Financial Services, Inc. July 2012 - Present
Ameriprise Financial Services, Inc. July 2012 - Present
Skills
Life & Health Insurance...
Education
Lynchburg College 1986 — 1991
BS, Political Science
Ameriprise Financial Services, Inc. December 2011 - Present
Hilliard Lyons September 1996 - December 2011
S G Donahue & Assoc. 1994 - 1996
Education
Bristol University 1990 — 1992
MBA, Executive Management
Lyon College 1983 — 1987
BS, Business Management
Ameriprise Financial Services, Inc. 2003 - Present
Education
LSU Shreveport 1994 — 2002
Bachelor of Business Administration (BBA), Business Administration
Ameriprise Financial Services, Inc. September 2011 - Present
Education
Louisiana State University 1997 — 2002
Bachelor of Science (B.S.), International Trade and Finance
Ameriprise Financial Services, Inc. August 2014 - Present
Data Recognition Corporation November 2012 - July 2014
Fulcrum Consulting January 2012 - November 2012
Analysts International Corporation (AIC) September 2010 - November 2011
Thrivent Financial November 2007 - September 2010
Thrivent Financial May 2002 - November 2007
Thrivent Financial September 1997 - May 2002
Skills
Management, Software Documentation, Leadership, SDLC, Salesforce.com, Budgets, Requirements Gathering, Business Analysis, Business Requirements, Process Improvement, Business Intelligence, Requirements Analysis, Vendor Management, Business Process...
Education
Luther College 1991 — 1995
Bachelor's Degree, Business Management and Public Communications
Danos June 2014 - September 2015
Sterne Agee August 2013 - June 2014
Enactus Loyola University New Orleans December 2011 - May 2014
CommTech Industries June 2013 - August 2013
Ameriprise Financial Services, Inc. March 2013 - April 2013
Applebee's August 2010 - March 2013
Skills
Microsoft Office, Suggestive Selling, Public Speaking, Leadership, Social Networking, Marketing, Team Management, Facebook, Event Planning, Social Media Marketing, Selling Skills, Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Social Media, Customer Service
Education
Loyola University New Orleans 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Jesuit High School New Orleans 2005 — 2010
Equinix May 2014 - Present
A Way With Words January 2012 - Present
Black & White Design April 2012 - May 2013
Ameriprise Financial Services franchise October 2007 - December 2011
Ameriprise Financial Services, Inc. September 2003 - October 2007
Blue Shield of California 2002 - 2003
Raychem 1996 - 2000
Health Net 1990 - 1996
Skills
Marketing Communications, Editorial, SaaS, Content Strategy, Insurance, Strategic Planning, Writing, Public Speaking, Investments, Integrated Marketing, Copywriting, Teamwork, Editing, Product Development, Demand Generation, Creative Concept..., Copy Editing, Project Management, Creative Concept Design, Web Content, Microsoft Office, Mac OS, iWork, SEO copywriting, Keynote, PowerPoint, Strategic Communications, Public Relations, Social Media Marketing, social media, Press Releases, Marketing Strategy, Social Media, Customer Service, Email Marketing, Strategy, Management
Education
Loyola Marymount University
University of California, Santa Barbara
Bachelor's Degree, Communication Studies
Ameriprise Financial Services, Inc. February 1996 - Present
Education
Loyola University of Chicago 1987 — 1991
Economics & Political Science
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. September 2014 - December 2014
Wyndham Hotel Group September 2014 - November 2014
Lynn University Office of Admission September 2011 - May 2014
Providence Tennis Academy June 2010 - August 2013
Delray Beach International Tennis Championships September 2012 - March 2013
Skills
Sports, Sports Management, Customer Service, Sports Marketing, Facebook, Public Relations, Social Media, Social Networking, Teamwork, Microsoft Office, Higher Education, Research, Networking, Event Planning
Education
Lynn University 2014 — 2015
Master of Business Administration (MBA), International Business, 3.30 GPA
Lynn University 2010 — 2014
Bachelor's Degree, Sports Management, 3.31 GPA
KLR Group, LLC July 2013 - Present
Louisiana Small Business Development Center January 2013 - June 2013
Ameriprise Financial Services, Inc. May 2011 - July 2011
Skills
Microsoft Excel, Valuation, Financial Modeling, Investment Banking, Financial Advisory, Economics, Google Docs, Research, PowerPoint, Financial Analysis, Start-ups, Start-up Consulting, Early-stage Startups, Private Equity, Strategic Planning, Strategy
Education
Loyola University New Orleans 2009 — 2013
BBA, Finance, BBA, Economics
Ameriprise Financial June 2011 - Present
Ameriprise Financial May 2007 - June 2011
Ameriprise Financial November 1998 - May 2007
Ameriprise Financial Services, Inc. May 1995 - November 1998
Education
Macalester College 1983 — 1987
Stock Loon LLC July 2008 - Present
Oyen Digital LLC 2005 - Present
Ameriprise Financial Services, Inc. 2002 - 2005
Skills
Investments, Portfolio Management, Investment Management
Education
Luther College 1998 — 2002
Bachelor of Arts (B.A.), Economics, Religion
Woodbury High School
Team USA Minnesota September 2015 - Present
Apothecary Products August 2014 - Present
North American Membership Group December 2012 - July 2014
Dixon Hughes Goodman LLP April 2012 - November 2012
Airborne Health March 2010 - March 2012
MinuteClinic January 2008 - March 2010
Allianz Life June 2005 - January 2008
Ameriprise Financial Services, Inc. July 2002 - June 2005
Skills
Process Improvement, Strategic Planning, Microsoft Excel, Analysis, Accounting, Forecasting, Microsoft Office, Budget, Insurance, Microsoft Word, Financial Analysis, Business Analysis, Financial Reporting, Finance, Budgets, Strategic Financial..., Financial Modeling, Leadership, Financial Planning, Management
Education
Luther College 1998 — 2002
BA, MIS and Management
Ameriprise Financial Services, Inc. April 2009 - Present
Wachovia Securities December 1990 - April 2009
EF Hutton June 1978 - November 1990
Education
Loyola Marymount University 1974 — 1978
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Burt Wealth Advisors January 2010 - Present
Ameritas Investment Corp. May 2007 - December 2009
Ameritas Investment Corp. August 2004 - May 2007
Ameriprise Financial Services, Inc. January 2002 - March 2004
Ferris, Baker Watts June 1999 - December 2001
Skills
Investments, Equities, Mutual Funds, Securities, Asset Management, Retirement Planning, Investment Advisory, Wealth Management, Portfolio Management, Alternative Investments, Asset Allocation
Education
Loyola University Maryland 2007 — 2009
MSF, Finance, 3.94 GPA
West Virginia University 1995 — 1998
BSBA, Finance, 2.92 GPA
Dulaney
Dulaney
Ameriprise Financial Services, Inc, December 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - December 2014
Respicardia, Inc (formerly Cardiac Concepts) May 2009 - May 2011
Ameriprise Financial 2006 - 2009
Ameriprise Financial 2004 - 2006
Ameriprise Financial 2002 - 2005
Ameriprise Financial 2000 - 2002
Boston Health Care Systems 1997 - 2000
Lutheran Social Services of Minnesota 1993 - 1997
Skills
Financial Services, Budgets, Leadership, Project Management
Education
Luther College 1989 — 1993
BA, Social Work
Ameriprise Financial Services, Inc. June 2011 - Present
Ameriprise Financial Services, Inc. January 2010 - June 2011
Ameriprise Financial October 2007 - January 2010
Ameriprise Financial Services, Inc. April 2007 - October 2007
Ameriprise Financial March 1999 - April 2007
American Express Financial Advisors March 1997 - March 1999
New Orleans Metropolitan Convention & Visitors Bureau 1993 - 1997
Elmwood Medical Center 1993 - 1993
Skills
Project Management, Strategic Communications, Collaboration Solutions, Budgets, Change Management, Marketing, CRM, Leadership, Management, Business Analysis, Strategic Planning, Financial Services, Marketing Strategy
Education
Verbatim Court Reporting Academy 1990 — 1995
Stenography, Medical & Legal Terminology
Louisiana State University 1986 — 1989
General
Comcast January 2008 - Present
Young America Corp 2007 - 2007
Ameriprise Financial Services, Inc. 2005 - 2007
AI Signal Research 2004 - 2005
Sapphire Technogies 2004 - 2004
Cobb County and Dougals County Boards of Health 2003 - 2003
Federal Reserve Bank of Atlanta 2000 - 2002
Bank of America 1997 - 2000
SouthTrust Corporation 1989 - 1997
Skills
Process Improvement, Telecommunications, Project Management, Six Sigma, Customer Satisfaction, Operations Management, Business Analysis, Team Leadership, Team Building
Education
Lynchburg College
Masters Industrial Management
Samford University
Master of Business Administration (MBA)
Target October 2012 - Present
Ameriprise Financial Services, Inc. August 2011 - October 2012
Ameriprise Financial Services, Inc. September 2006 - August 2011
Ameriprise Financial Services, Inc. February 2005 - September 2006
Ameriprise Financial Services, Inc. November 2000 - February 2006
Ameriprise Financial Services, Inc. August 1994 - February 2000
Skills
Mutual Funds, Insurance, Operations Management, Annuities, Budgeting, Brokerage, Managed Accounts, Process Improvement, Series 7, Financial Planning, Vendor Management, Risk Management, Strategic Planning, Customer Relations, Team Building, Call Center, Business Process..., Performance Management, Customer Service, Budgets, Fixed Annuities, Strategic Financial..., Strategy, Managing Accounts, Call Centers, Project Management, Business Strategy, Change Management, Business Analysis, Financial Services, Six Sigma, Management, Leadership, Forecasting, New Business Development, Project Planning, Relationship Management, Team Leadership, Business Process, Talent Management, Coaching, Customer Satisfaction, Cross-functional Team..., Product Development, Finance, Customer Experience, Retail, Outsourcing, Program Management, Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA
Macalester College 1990 — 1994
BA, History and Legal Studies
Hunter College High School-New York, NY 1984 — 1990
High School Diploma, College Prep
Dean Health Plan, Inc. April 2014 - Present
Dean Health Plan January 2012 - March 2014
Badger Computer Consulting, Inc. September 1997 - December 2012
Dean Health System February 2010 - January 2012
American Family Insurance July 2002 - February 2010
Ameriprise Financial Services, Inc. October 1997 - December 2001
Prudential Financial October 1996 - September 1997
American Family Insurance July 1993 - October 1996
American Family Insurance May 1992 - December 1992
Skills
Data Modeling, Business Intelligence, Oracle, Business Analysis, Databases, PL/SQL, Data Integration, Data Warehouse..., Microsoft SQL Server, SharePoint, Software Project..., Requirements Analysis, Dimensional Modeling, Enterprise Architecture, Database Design, Visio, Requirements Gathering
Education
Informatica Training 2003 — 2003
Developer, Informatica
Madison Area Technical College 1988 — 1992
Associate, Computer Programming
Ameriprise Financial Services, Inc. June 2012 - Present
New Orleans Flare October 2009 - July 2011
Voltage Designs September 2009 - December 2010
Celebration Distillation Corporation January 2007 - October 2009
The Garden Gate April 2007 - December 2007
Lakeside Camera Photoworks October 2006 - May 2007
Inessa Stewart’s Antique’s 2006 - 2006
Skills
Graphic Design, Photography, Advertising, Social Media, Portrait Photography, Social Networking, Sales, Event Management, Marketing, Social Media Marketing, Public Relations, Online Marketing, Marketing Strategy, Facebook, Marketing Communications, Adobe Creative Suite, Email Marketing, Online Advertising, Photoshop, Blogging, Event Planning, Fundraising, Digital Marketing, Customer Service, Microsoft Word, Microsoft Excel, Brand Development, Digital Media, Newsletters, Microsoft Office, Web Design, Trade Shows, SEO, Editing, Creative Writing, Copywriting, Press Releases, Account Management, Direct Marketing, Brand Management, Marketing Management, New Business Development, Retail, Google Analytics, Creative Direction, Illustrator, Finance, Leadership
Education
Louisiana State University 2001 — 2005
BA, Mass Communications and Photography
Quest Wealth Management with Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. May 2010 - April 2015
RiverSource Distributors/Ameriprise Financial October 2008 - May 2010
Ameriprise Financial November 2005 - July 2008
Ameriprise Financial October 2003 - November 2005
Prudential Securities/Wachovia Securities July 2002 - September 2003
Edward Jones August 2001 - June 2002
American Express Financial Advisors April 2000 - July 2001
American Express Financial Advisors May 1998 - April 2000
Education
Luther College 1993 — 1997
BA, Music
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial June 2010 - August 2012
Ameriprise Financial January 2007 - June 2010
KPMG LLP August 2004 - January 2007
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Enterprise Risk..., Risk Management, Financial Analysis, Financial Risk, Sarbanes-Oxley, Financial Reporting, Finance, Risk Assessment, Process Improvement
Education
Luther College 2000 — 2004
Bachelor of Arts, Accounting & Economics
J.P. Morgan June 2010 - June 2013
Brewer Investment Group June 2009 - January 2010
Ameriprise Financial Services, Inc. September 1995 - April 2009
Edward Jones January 1993 - May 1995
Euro Atlanitc Securities June 1992 - December 1992
Emrem Financial Services October 1986 - May 1992
Skills
Series 7, Series 63, Mutual Funds, Equities, Investments, Options, Risk Management, Series 65, Wealth Management, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Investment Strategies, Financial Services, Finance, FINRA, Retirement, Strategic Financial..., Strategy, Fixed Annuities, Variable Annuities, Indexed Annuities, Portfolio Management, Alternative Investments, Wealth Management..., Financial Advisory, Series 6, Series 24, Bonds, ETFs, Uniform Combined State..., Investment Management, Fixed Income, Asset Management, Leadership, Financial Planning
Education
Loyola University of Chicago
Accounting & Finance
National-Louis University
Business Management
Northwestern University
Organizational Leadership
Ameriprise Financial Services, Inc. April 2002 - Present
Ameriprise Financial January 2002 - Present
Ameriprise Financial (Formerly American Express Financial Advisors) 2002 - 2005
US Navy October 1976 - December 2001
USS Abraham Lincoln (CVN 72) 1994 - 1997
Education
University of Virginia 1984 — 1986
Master of Engineering, Nuclear Engineering
Louisiana State University 1971 — 1976
Bachelor of Science, Applied Mathematics
Benjamin Franklin High School 1967 — 1971
High School
Contractors & Developers Bonding March 2012 - Present
Farmers Insurance- Osty Insurance September 2010 - March 2012
Ameriprise Financial Services, Inc. December 2009 - July 2010
Morris & Garritano Insurance June 2002 - November 2008
SeaVenture Resort August 1998 - June 2002
Resort at Squaw Creek September 1991 - June 1998
Superior National Insurance 1986 - 1991
Allianz June 1983 - September 1987
Skills
Marketing, Strategy, Employee Benefits, Insurance, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Benefits Administration, Workshop Facilitation, Strategic Planning, Employee Relations, Customer Service, Sales, Public Relations, Outlook, Commercial Lines, Account Management
Education
Los Angeles Valley College 1985 — 1987
Psychology
Saint Paul Public Schools April 2009 - Present
Saint Paul Area Synod January 2002 - Present
Ameriprise Financial January 1986 - June 2006
Ameriprise Financial Services, Inc. 2005 - 2006
American Express Financial Advisors now Ameriprise Financial 1986 - 2006
Skills
Program Management, Vendor Management, Financial Services, Process Improvement, Business Analysis, PMO, Data Center, Integration, Project Management, Lotus Notes, Microsoft Office, Testing, IT Management, PMP, Cross-functional Team..., Disaster Recovery, Analysis, Strategic Planning, Software Development, Requirements Analysis, Business Process..., Visio, IT Strategy, Leadership, Management, SDLC, Team Building, Requirements Gathering, Information Technology, Risk Management, Software Documentation, Team Leadership, Nonprofits, Project Portfolio..., Staff Development
Education
University of Minnesota - Carlson School of Management 1982 — 1985
MBA, MIS
Luther College
BA
Horan Capital Management, LLC March 2013 - Present
Fidelity Investments April 2010 - December 2012
MetLife Securities, Inc. June 2008 - April 2010
Ameriprise Financial Services, Inc. September 2004 - May 2008
Skills
Certified Financial..., Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Insurance, Portfolio Management, Risk Management, 401k, Fixed Annuities, Financial Analysis
Education
Loyola University Maryland 2000 — 2004
Bachelor of Business Administration (BBA), Management
Leyden, Thomas & Associates “A financial advisory practice of Ameriprise Financial Services, Inc. January 1999 - Present
Ameriprise Financial Services, Inc. 2000 - 2002
Ameriprise Financial Services, Inc. 1999 - 2000
USAF, Offfut Air Force Base, NE 1978 - 1998
Education
Louisiana Tech University 1980 — 1982
Master of Business Administration (M.B.A.), Finance, General
Alabama State University 1974 — 1978
Bachelor of Business Administration (BBA), Accounting
Robert W. Baird & Co. June 2010 - Present
Robert W. Baird & Co. September 2006 - May 2010
Ameriprise Financial Services, Inc. October 2003 - September 2006
Skills
Series 7, Fixed Income
Education
Loyola University Chicago 2015 — 2017
Masters of Jurisprudence, Law
Wheaton College, Wheaton, IL 1994 — 1998
B.A., Literature
Robert W. Baird & Co. July 2013 - Present
Robert W. Baird & Co. July 2010 - June 2013
Allianz Life Insurance Company Summer Research Grant May 2009 - August 2009
Ameriprise Financial Services, Inc. January 2009 - April 2009
Societe Generale July 2008 - August 2008
Education
Macalester College 2006 — 2010
Bachelor of Arts (B.A.), Economics, Political Science
American Academy Tbilisi 2002 — 2006
American International School - Salzburg 2004 — 2005
Cambridge Associates March 2015 - Present
SunTrust Investment Services July 2011 - March 2015
Scottrade April 2008 - June 2011
Ameriprise Financial Services, Inc. January 2008 - March 2008
Skills
Series 7, Series 24, FINRA, Investments, Series 66, NICE Perform, Pinnacle Enterprise..., Oracle Customer..., SharePoint, Microsoft Excel, Bloomberg Certified, Bloomberg, Uniform Combined State...
Education
Loyola College in Maryland 2011 — 2014
MSF, Finance
Robert Morris University 2005 — 2007
BSBA, Finance
Ameriprise Financial Services, Inc. August 2005 - October 2009
Education
Macomb Community College
Associates, General Studies
Oakland University
Bachelor's, Accounting
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise Financial Services Inc January 2011 - March 2012
Ameriprise Financial March 2010 - January 2011
Ameriprise Financial September 2001 - March 2010
Education
Lynn University 1997 — 2001
Ameriprise Financial Services, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. May 2012 - July 2015
Ameriprise Financial Services, Inc January 2009 - May 2012
Ameriprise Financial Services, Inc. January 2007 - December 2008
Education
Loyola University New Orleans
Bachelor of Arts Degree
Scottrade May 2015 - Present
Assistant Vice President at Merrill Edge December 2014 - May 2015
Veritas Wealth Management, LLC February 2014 - November 2014
TD Ameritrade June 2007 - February 2014
Ameriprise Financial Services, Inc. August 2003 - June 2007
Skills
Investments, Securities, Portfolio Management, ETFs, Investment Advisory, Investment Strategies, Equities, Finance, Fixed Annuities, Asset Management, Series 66, Hold Series 7, Options Strategies
Education
Louisiana State University 1996 — 2000
BS, International Trade and Finance, 3.5
Louisiana State University 1996 — 2000
Minor, Economics, 3.5
Teachers' Retirement System of Louisiana December 2012 - Present
Bill Barkas Insurance Agency December 2011 - July 2014
State Farm VP Management Corp August 2011 - January 2013
3rd Millennium Insurance & Financial Services, Inc October 2010 - August 2011
JPMorgan Chase November 2005 - July 2010
Ameriprise Financial Services, Inc. July 2004 - November 2005
Skills
Insurance, 401k, Fixed Annuities, Employee Benefits, Life Insurance, Investments, Retirement, Mutual Funds, Risk Management, IRAs, Commercial Insurance, Finance, Property, Strategic Planning, Variable Annuities
Education
Louisiana State University 2000 — 2002
Bachelor's, Business Administration, Communication Studies
University of Louisiana at Monroe 1995 — 1999
Caddo Magnet High School 1992 — 1995
Diploma
Ameriprise Financial Services, Inc. August 1995 - Present
Hughes Aircraft Company June 1988 - July 1995
Litton Industries June 1987 - June 1988
Coopers and Lybrand September 1984 - June 1987
Education
Loyola Marymount University 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
University of Southern California 1981 — 1983
Bachelor's degree, Accounting
Ameriprise Financial Services, Inc. October 2011 - Present
Wells Fargo January 2007 - January 2011
US Airways February 2005 - January 2007
Helping Hands, Inc. January 2000 - February 2005
Skills
Event Planning, Executive..., Executive Calendar..., Microsoft Office, Gatekeeper, Time Management, Project Management, Strategic Planning, Event Management, Team Leadership, Peer Mentoring, Training, Teamwork, PowerPoint, Outlook
Education
Loyola University of Chicago
Bachelor of Business Administration (BBA), International Business
Loyola University of Chicago; John Felice Rome Center
Study Abroad
Ameriprise Financial Services, Inc. July 2005 - Present
Skills
Disability Insurance, Underwriting, Life Insurance, Public Speaking, Financial Modeling, Microsoft Office, Leadership, Financial Risk, Research, Social Media, Nonprofits, Analysis
Education
Macalester College 1999 — 2003
BA, Religious Studies
Macalester College 1999 — 2003
Ameriprise Financial Services, Inc. March 2011 - Present
Skills
Data Entry, Management, Microsoft Office, Insurance, Retirement Planning, Research, Social Media, Administrative..., Investments, Leadership, Customer Service, Outlook, Event Planning, Wealth Management, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking
Education
Loras College 1973 — 1975
none, Basics
Piraeus Consulting August 2014 - Present
Piraeus Consulting July 2013 - August 2014
Reflections Landscape and Construction February 2013 - June 2013
Macalester College August 2010 - December 2012
City of Seattle June 2011 - August 2011
Ameriprise Financial Services, Inc. September 2010 - December 2010
Tenhulzen Painting Company June 2009 - August 2009
Skills
Analysis, Statistics, Data Analysis, Economics, Financial Analysis, Microsoft Office, Microsoft Excel, Business Intelligence, Stata, Access, Financial Modeling, PowerPoint, Research, Microsoft SQL Server, Matlab, Microsoft Word, R, Econometric Modeling, Mathematica, Applied Mathematics, Policy Analysis, Financial Projection, LaTeX, PowerPivot, DAX, MDX, SharePoint, Econometrics, Qualitative Research
Education
Macalester College 2008 — 2012
Bachelor of Arts, Economics
Basignani Winery April 2010 - Present
Ameriprise Financial Services, Inc. August 1997 - March 2010
Education
Loyola College in Maryland 1992 — 1995
Bachelor of Arts (BA), Psychology
Ameriprise Financial Services, Inc.
Skills
Investment Strategies, Investment Management, Retirement Plan..., 529 Plans, Bonds, Strategic Financial...
Education
Loyola University of Chicago 1992 — 1994
Master of Business Administration (MBA), Finance and Financial Management Services
Loyola University of Chicago 1992 — 1994
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Iowa 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Ameriprise Financial Services, Inc. September 2007 - Present
Ameriprise Financial September 2007 - Present
Jay Werschky, DDS November 2005 - March 2007
David D. Owocki, DDS December 2004 - November 2005
Stephen Nechvatal, DMD June 2004 - December 2004
Eastman, DDS July 1999 - June 2004
Education
Macomb Community College 1989 — 1990
Ameriprise Financial Services, Inc. June 2012 - Present
UNIQUE CUISINE CATERING May 2011 - August 2011
OUR LADY OF THE May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, C++, Financial Analysis, Teamwork, SQL, HTML, Research, Photoshop, Accounting, Access
Education
Louisiana State University 2009 — 2013
Bachelor of Science, Finance ProgramConcentration Corporate Finance; Finance
LSU 2009 — 2012
Finance, General
Signature Real Estate Group July 2015 - Present
Wardley Real Estate May 2014 - July 2015
Lincoln Heritage December 2013 - June 2015
COUNTRY Financial® September 2012 - December 2013
Ameriprise Financial Services, Inc. April 2012 - September 2012
Home Savings Mortgage January 2002 - January 2011
Skills
Series 7, Series 66, Life and Health, Property and Casualty, Retirement Planning, Saving for Education, Commercial Insurance, Investments, Sales, Uniform Combined State..., Real Estate Financing, Mortgage Lending, Real Estate, FHA, Selling, REO, Foreclosures, Short Sales, Investment Properties, Condos, Commercial Real Estate, First Time Home Buyers, Vacation Homes, HUD, Property Management, Real Property, Buyers, Referrals, New Home Sales, Real Estate Transactions, Brokerage, VA loans, Refinance, Property, Real Estate Economics, New Homes, Sellers, Loan Origination, Residential Mortgages, Reverse Mortgages, Loans, Mortgage Banking, Investors, Finance, USDA, FHA financing, Certified Mortgage..., Commercial Mortgages, Underwriting, Credit
Education
West Los Angeles College 1994 — 1996
Associate of Arts (A.A.), Psychology
Los Angeles City College 1976 — 1979
Music
Wells Fargo Advisors, LLC November 2010 - Present
Ameriprise Financial Services, Inc. August 2005 - November 2010
Wachovia Securities March 1993 - August 2005
Skills
Retirement, Investments, Alternative Investments, Financial Advisory, Fixed Annuities
Education
Louisiana State University 1975 — 1979
Bachelor of Arts (BA), Economics