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.
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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
Employee
Years
Job
Industry
Daniel Roberts Jr., MBA Daniel Roberts Jr., MBA's Ameriprise Financial Services, Inc. Experience February 2005 - September 2008
Job Program Director, AOS in Small Business Operations at Mueller College
Industry Higher Education
Experience
Business Bridging Solutions January 2015 - Present
Mueller College May 2014 - Present
Mueller College February 2013 - Present
Mueller College July 2010 - November 2013
San Diego Film Festival June 2010 - September 2012
National Polytechnic College of Science January 2008 - June 2010
Waddell & Reed September 2008 - January 2010
Ameriprise Financial Services, Inc. February 2005 - September 2008
National University 2002 - 2005
Skills
Leadership, Training, Management, Marketing, Solution Focused, Business Process..., Small Business..., Coaching, Strategic Planning, Business Planning, Marketing Strategy, Team Leadership, Team Building, Leadership Development, Program Management, Student Affairs, Sales Management, Budgets, Social Media, Sales Process, Teaching, Nonprofits, Social Media Marketing, Enrollment Management, Staff Development, Sales, Strategic Financial..., Public Relations, Employee Training, Campus, Film Criticism, Creative Problem Solving, Public Speaking, Student Financial Aid, Recruiting, Retaining Customers, Educational Leadership, Admissions, Student Recruiting, Career Counseling, Social Networking, Film Festivals, Analysis, Facebook, Community Outreach, Adult Education, Resume Writing, Adaptability, Blogging, Higher Education
Education
National University 2002 — 2003
Masters, Business Administration
Rutgers University-New Brunswick 1992 — 1997
Bachelors, English & Journalism
Business Bridging Solutions January 2015 - Present
Mueller College May 2014 - Present
Mueller College February 2013 - Present
Mueller College July 2010 - November 2013
San Diego Film Festival June 2010 - September 2012
National Polytechnic College of Science January 2008 - June 2010
Waddell & Reed September 2008 - January 2010
Ameriprise Financial Services, Inc. February 2005 - September 2008
National University 2002 - 2005
Skills
Leadership, Training, Management, Marketing, Solution Focused, Business Process..., Small Business..., Coaching, Strategic Planning, Business Planning, Marketing Strategy, Team Leadership, Team Building, Leadership Development, Program Management, Student Affairs, Sales Management, Budgets, Social Media, Sales Process, Teaching, Nonprofits, Social Media Marketing, Enrollment Management, Staff Development, Sales, Strategic Financial..., Public Relations, Employee Training, Campus, Film Criticism, Creative Problem Solving, Public Speaking, Student Financial Aid, Recruiting, Retaining Customers, Educational Leadership, Admissions, Student Recruiting, Career Counseling, Social Networking, Film Festivals, Analysis, Facebook, Community Outreach, Adult Education, Resume Writing, Adaptability, Blogging, Higher Education
Education
National University 2002 — 2003
Masters, Business Administration
Rutgers University-New Brunswick 1992 — 1997
Bachelors, English & Journalism
Andrew Obes Andrew Obes's Ameriprise Financial Services, Inc. Experience July 2002 - Present
Job Finacial advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2002 - Present
Education
Nassau Community College 1980 — 1982
Associate's degree, Business/Managerial Economics
Ameriprise Financial Services, Inc. July 2002 - Present
Education
Nassau Community College 1980 — 1982
Associate's degree, Business/Managerial Economics
Jennifer Levesque Jennifer Levesque's Ameriprise Financial Services, Inc. Experience November 2012 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2012 - Present
Mount Ida College October 2006 - June 2012
Mount Ida College June 2004 - October 2006
State Street 1999 - 2003
Education
Mount Ida College 2003 — 2007
Business Administration and Management, General
Suffolk County Community College 1995 — 1996
Ameriprise Financial Services, Inc. November 2012 - Present
Mount Ida College October 2006 - June 2012
Mount Ida College June 2004 - October 2006
State Street 1999 - 2003
Education
Mount Ida College 2003 — 2007
Business Administration and Management, General
Suffolk County Community College 1995 — 1996
David A Velho David A Velho's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Financial Advisor Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Education
University of Pennsylvania - The Wharton School
Wharton Retirement Planning Program, Retirement Planning
New York University 1966 — 1970
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Ameriprise Financial Services, Inc. October 2011 - Present
Education
University of Pennsylvania - The Wharton School
Wharton Retirement Planning Program, Retirement Planning
New York University 1966 — 1970
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Jacqueline Nonnemacher, CFS® Jacqueline Nonnemacher, CFS®'s Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Financial Advisor | Franchise Owner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1998 - Present
Janney Montgomery Scott 1992 - 1998
National Penn Bank 1988 - 1992
Mellon Bank 1984 - 1988
Education
Muhlenberg College 1987 — 1992
B.A., Business Management
Ameriprise Financial Services, Inc. 1998 - Present
Janney Montgomery Scott 1992 - 1998
National Penn Bank 1988 - 1992
Mellon Bank 1984 - 1988
Education
Muhlenberg College 1987 — 1992
B.A., Business Management
Jeffrey Lucisano Jeffrey Lucisano's Ameriprise Financial Services, Inc. Experience September 2009 - December 2009
Job Assistant Branch Manager at Connex Credit Union
Industry Management Consulting
Experience
Connex Credit Union November 2013 - Present
Connex Credit Union September 2012 - November 2013
Jackson Hewitt Tax Service, Inc. September 2011 - April 2012
Ameriprise Financial Services, Inc. September 2009 - December 2009
Sikorsky Aircraft May 2008 - August 2009
Mount Saint Mary College January 2009 - May 2009
Skills
Team Building, Team Motivator, Hard Worker, Sales, Management, Marketing, Credit Unions, Teamwork, Leadership, Financial Analysis, Outlook, Customer Service, Customer Satisfaction, Process Improvement
Education
University of New Haven 2013 — 2015
Master of Business Administration (MBA), Accounting
Mount Saint Mary College 2006 — 2010
Bachelor of Science in Business Administration, Finance
Mount Saint Mary College 2006 — 2010
Bachelor's degree, Business Administration and Management, Finance
Connex Credit Union November 2013 - Present
Connex Credit Union September 2012 - November 2013
Jackson Hewitt Tax Service, Inc. September 2011 - April 2012
Ameriprise Financial Services, Inc. September 2009 - December 2009
Sikorsky Aircraft May 2008 - August 2009
Mount Saint Mary College January 2009 - May 2009
Skills
Team Building, Team Motivator, Hard Worker, Sales, Management, Marketing, Credit Unions, Teamwork, Leadership, Financial Analysis, Outlook, Customer Service, Customer Satisfaction, Process Improvement
Education
University of New Haven 2013 — 2015
Master of Business Administration (MBA), Accounting
Mount Saint Mary College 2006 — 2010
Bachelor of Science in Business Administration, Finance
Mount Saint Mary College 2006 — 2010
Bachelor's degree, Business Administration and Management, Finance
Jeff Yarnell Jeff Yarnell's Ameriprise Financial Services, Inc. Experience January 2005 - March 2006
Job Support Engineer at Certain, Inc.
Industry Computer Software
Experience
Certain, Inc. January 2015 - Present
Certain, Inc. June 2013 - January 2015
Nous Infosystems July 2012 - June 2013
Raritan Valley Community College May 2010 - July 2012
Merrill Lynch June 2007 - March 2010
Merrill Lynch March 2006 - June 2007
Ameriprise Financial Services, Inc. January 2005 - March 2006
Skills
Access, Public Speaking, Management, Java, HTML, JIRA, Zendesk, Siebel, Research, Customer Service, Teamwork, Analysis, Data Analysis, Leadership, Project Management, Process Improvement, Windows, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Project Planning, Networking, Training, Salesforce.com, SaaS, Account Management
Education
New Jersey Institute of Technology 2012 — 2013
Computer Science
Raritan Valley Community College 2010 — 2012
Associate of Science, Computer Science
Certain, Inc. January 2015 - Present
Certain, Inc. June 2013 - January 2015
Nous Infosystems July 2012 - June 2013
Raritan Valley Community College May 2010 - July 2012
Merrill Lynch June 2007 - March 2010
Merrill Lynch March 2006 - June 2007
Ameriprise Financial Services, Inc. January 2005 - March 2006
Skills
Access, Public Speaking, Management, Java, HTML, JIRA, Zendesk, Siebel, Research, Customer Service, Teamwork, Analysis, Data Analysis, Leadership, Project Management, Process Improvement, Windows, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Project Planning, Networking, Training, Salesforce.com, SaaS, Account Management
Education
New Jersey Institute of Technology 2012 — 2013
Computer Science
Raritan Valley Community College 2010 — 2012
Associate of Science, Computer Science
Allison Handke's Ameriprise Financial Services, Inc. Experience January 2014 - October 2014
Job Title Examiner
Industry Real Estate
Experience
Fidelity National Title May 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - October 2014
IKEA Group November 2012 - October 2014
Ameriprise Financial Services, Inc. September 2013 - December 2013
Boy Scouts of America, Cascade Pacific Council June 2009 - August 2009
Skills
Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Time Management, Data Entry, Team Leadership, Critical Thinking
Education
Portland State University 2011 — 2014
Bachelor of Arts (B.A.) business administron: real estate finance, Real Estate
Mt. Hood Community College 2009 — 2011
Associates of Arts Oregon Transfer Degree, General Studies
Fidelity National Title May 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - October 2014
IKEA Group November 2012 - October 2014
Ameriprise Financial Services, Inc. September 2013 - December 2013
Boy Scouts of America, Cascade Pacific Council June 2009 - August 2009
Skills
Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Time Management, Data Entry, Team Leadership, Critical Thinking
Education
Portland State University 2011 — 2014
Bachelor of Arts (B.A.) business administron: real estate finance, Real Estate
Mt. Hood Community College 2009 — 2011
Associates of Arts Oregon Transfer Degree, General Studies
Tameeka Cribs's Ameriprise Financial Services, Inc. Experience September 2006 - January 2007
Job Vice President eBanking at Webster Bank
Industry Financial Services
Experience
Webster Bank August 2014 - Present
Morgan Stanley December 2009 - Present
Morgan Stanley March 2009 - December 2009
Morgan Stanley July 2008 - March 2009
Morgan Stanley June 2007 - August 2007
INROADS January 2006 - April 2007
Ameriprise Financial Services, Inc. September 2006 - January 2007
Pitney Bowes June 2006 - August 2006
University of New Haven President Public Service Fellowship June 2005 - August 2005
Skills
Investments, Wealth Management, Series 7, Series 63, Series 65, Product Management, Product Development, Project Management, IT Management, Document Management, Cross-functional Team..., Cross-functional..., Vendor Management, Manage Client..., Client Liaison, Client Relations Skills
Education
University of Connecticut-Stamford
Master of Business Administration (MBA), Finance, General
Southern Connecticut State University 2007 — 2008
Bachelors, Finance
Morgan State University 2006 — 2007
Finance, General
University of New Haven 2004 — 2006
Business Administration and Management, General
Webster Bank August 2014 - Present
Morgan Stanley December 2009 - Present
Morgan Stanley March 2009 - December 2009
Morgan Stanley July 2008 - March 2009
Morgan Stanley June 2007 - August 2007
INROADS January 2006 - April 2007
Ameriprise Financial Services, Inc. September 2006 - January 2007
Pitney Bowes June 2006 - August 2006
University of New Haven President Public Service Fellowship June 2005 - August 2005
Skills
Investments, Wealth Management, Series 7, Series 63, Series 65, Product Management, Product Development, Project Management, IT Management, Document Management, Cross-functional Team..., Cross-functional..., Vendor Management, Manage Client..., Client Liaison, Client Relations Skills
Education
University of Connecticut-Stamford
Master of Business Administration (MBA), Finance, General
Southern Connecticut State University 2007 — 2008
Bachelors, Finance
Morgan State University 2006 — 2007
Finance, General
University of New Haven 2004 — 2006
Business Administration and Management, General
Charlene (Charlene Ingram) Dodson Charlene (Charlene Ingram) Dodson's Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job Human Resources Manager at Target
Industry Retail
Experience
Target November 2012 - Present
Target January 2012 - November 2012
Target February 2010 - December 2011
Target June 2008 - February 2010
Ameriprise Financial Services, Inc. 2005 - 2007
Skills
Leadership, Supply Chain, Distribution Center..., Inventory Management, Inventory Control, Operations Management, Retail, Logistics, Process Improvement, Team Building, Cross-functional Team..., Supply Chain Management, Customer Service, Performance Management, Warehousing, P&L, Forecasting, Human Resources, Recruiting, Talent Management, Change Management, Team Leadership, Strategy, Succession Planning, Management, Training, Employee Relations, Hiring, Onboarding, Budgets, Leadership Development
Education
New York University 2002 — 2002
Publishing, Magzine and Book Publishing
Old Dominion University 1998 — 2002
BA, English and Business Managment
Target November 2012 - Present
Target January 2012 - November 2012
Target February 2010 - December 2011
Target June 2008 - February 2010
Ameriprise Financial Services, Inc. 2005 - 2007
Skills
Leadership, Supply Chain, Distribution Center..., Inventory Management, Inventory Control, Operations Management, Retail, Logistics, Process Improvement, Team Building, Cross-functional Team..., Supply Chain Management, Customer Service, Performance Management, Warehousing, P&L, Forecasting, Human Resources, Recruiting, Talent Management, Change Management, Team Leadership, Strategy, Succession Planning, Management, Training, Employee Relations, Hiring, Onboarding, Budgets, Leadership Development
Education
New York University 2002 — 2002
Publishing, Magzine and Book Publishing
Old Dominion University 1998 — 2002
BA, English and Business Managment
Robert Corona's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Wells Fargo Advisors, LLC May 2001 - September 2014
Smith Barney March 1993 - May 2001
California Concerts 1990 - February 1993
Education
Monterey Peninsula College 1969 — 1971
Associate of Arts (A.A.), Music Performance, General
Seaside High School 1967 — 1969
High School Diploma, Music
Ameriprise Financial Services, Inc. September 2014 - Present
Wells Fargo Advisors, LLC May 2001 - September 2014
Smith Barney March 1993 - May 2001
California Concerts 1990 - February 1993
Education
Monterey Peninsula College 1969 — 1971
Associate of Arts (A.A.), Music Performance, General
Seaside High School 1967 — 1969
High School Diploma, Music
Sarah Brechbuehl Sarah Brechbuehl's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Banking
Experience
Ameriprise Financial Services, Inc. 2014 - Present
PNC 2013 - 2014
Corning Credit Union February 2013 - October 2013
Members 1st Federal Credit Union/Invest Financial Services September 2009 - February 2013
Patriot Federal Credit Union/CUSO Financial Services December 2004 - September 2009
Morgan Stanley December 2003 - December 2004
Leonard J. Ferrara Company/Financial Network Investment Company August 2001 - December 2003
Skills
Series 7, Series 63, Series 65, Life Insurance, Personal Financial..., Wealth Management, Regional Development, Investments, Roth IRA, Securities, Series 24, Fixed Annuities, Credit, Credit Analysis, Consumer Lending, Estate Planning, Investment Strategies, Mutual Funds, Portfolio Management, Wealth Management..., Retirement Planning, Insurance, Mortgage Banking, Financial Analysis, Financial Planners, Long Term Care Insurance, Wealth Accumulation, FINRA, Alternative Investments, Mortgage Lending, Asset Allocation, Bonds, Small Business Lending, Banking, Strategic Financial..., IRAs, Wealth, Financial Advisory, Retail Banking, 401k, Variable Annuities, Retirement, Series 6, Investment Management, Finance, Investment Advisory, Project Management, Loans, Employee Benefits, Financial Services
Education
Mount St. Mary's College 2000 — 2003
Bachelor's degree, Business
Licenses and Awards
Ameriprise Financial Services, Inc. 2014 - Present
PNC 2013 - 2014
Corning Credit Union February 2013 - October 2013
Members 1st Federal Credit Union/Invest Financial Services September 2009 - February 2013
Patriot Federal Credit Union/CUSO Financial Services December 2004 - September 2009
Morgan Stanley December 2003 - December 2004
Leonard J. Ferrara Company/Financial Network Investment Company August 2001 - December 2003
Skills
Series 7, Series 63, Series 65, Life Insurance, Personal Financial..., Wealth Management, Regional Development, Investments, Roth IRA, Securities, Series 24, Fixed Annuities, Credit, Credit Analysis, Consumer Lending, Estate Planning, Investment Strategies, Mutual Funds, Portfolio Management, Wealth Management..., Retirement Planning, Insurance, Mortgage Banking, Financial Analysis, Financial Planners, Long Term Care Insurance, Wealth Accumulation, FINRA, Alternative Investments, Mortgage Lending, Asset Allocation, Bonds, Small Business Lending, Banking, Strategic Financial..., IRAs, Wealth, Financial Advisory, Retail Banking, 401k, Variable Annuities, Retirement, Series 6, Investment Management, Finance, Investment Advisory, Project Management, Loans, Employee Benefits, Financial Services
Education
Mount St. Mary's College 2000 — 2003
Bachelor's degree, Business
Licenses and Awards
Tim Eades's Ameriprise Financial Services, Inc. Experience 1998 - 2002
Job Associate Provost for Graduate and Continuing Studies at Trevecca Nazarene University
Industry Higher Education
Experience
Trevecca Nazarene University September 2014 - Present
Education Management Services 2010 - Present
Ohio Christian University January 2010 - August 2014
Mount Vernon Nazarene University September 2007 - December 2009
Mount Vernon Nazarene University February 2006 - September 2007
Mount Vernon Nazarene University January 2003 - February 2006
Ameriprise Financial Services, Inc. 1998 - 2002
Skills
Higher Education, Non-profits, Adult Education, Enrollment Management, Leadership, Strategic Planning, Marketing, Public Speaking, Leadership Development, Teaching, Staff Development, Recruiting, Admissions, Student Affairs, Team Building, Event Planning, Program Management, Nonprofits, Management, E-Learning, University Teaching, Student Development, Theology, Fundraising, Research, Preaching, Classroom, Training, Program Development, Instructional Design, Educational Technology
Education
Olivet Nazarene University 2008 — 2011
Ed.D., Doctor of Education in Ethical Leadership
Mount Vernon Nazarene University 2004 — 2007
M MIN, Practical Theology
Trevecca Nazarene University 1985 — 1987
B.A., Religion
Trevecca Nazarene University September 2014 - Present
Education Management Services 2010 - Present
Ohio Christian University January 2010 - August 2014
Mount Vernon Nazarene University September 2007 - December 2009
Mount Vernon Nazarene University February 2006 - September 2007
Mount Vernon Nazarene University January 2003 - February 2006
Ameriprise Financial Services, Inc. 1998 - 2002
Skills
Higher Education, Non-profits, Adult Education, Enrollment Management, Leadership, Strategic Planning, Marketing, Public Speaking, Leadership Development, Teaching, Staff Development, Recruiting, Admissions, Student Affairs, Team Building, Event Planning, Program Management, Nonprofits, Management, E-Learning, University Teaching, Student Development, Theology, Fundraising, Research, Preaching, Classroom, Training, Program Development, Instructional Design, Educational Technology
Education
Olivet Nazarene University 2008 — 2011
Ed.D., Doctor of Education in Ethical Leadership
Mount Vernon Nazarene University 2004 — 2007
M MIN, Practical Theology
Trevecca Nazarene University 1985 — 1987
B.A., Religion
Keyth Beck Keyth Beck's Ameriprise Financial Services, Inc. Experience December 2010 - November 2013
Job Investment, Analytics, & Trading Professional
Industry Investment Management
Experience
Private Key Capital December 2013 - Present
Ameriprise Financial Services, Inc. December 2010 - November 2013
Madison Prop Trading February 2010 - December 2010
T-Mobile December 2005 - January 2009
Skills
Hedge Funds, Bitcoin, Equity Derivatives, Equities, Equity Trading, Portfolio Management, Equity Research, Economics, Investments, Bonds, Trading, Securities, Fixed Income
Education
New York University
Bachelor of Science (BS), Finance & International Business
CFA Institute
working towards CFA charter, CFA - Chartered Financial Analyst, working towards completion of level 3
HedgeFundGroup.com
working torwards CHP certification, CHP - Chartered Hedge Fund Professional, passed level 1, level 2 in progress
Private Key Capital December 2013 - Present
Ameriprise Financial Services, Inc. December 2010 - November 2013
Madison Prop Trading February 2010 - December 2010
T-Mobile December 2005 - January 2009
Skills
Hedge Funds, Bitcoin, Equity Derivatives, Equities, Equity Trading, Portfolio Management, Equity Research, Economics, Investments, Bonds, Trading, Securities, Fixed Income
Education
New York University
Bachelor of Science (BS), Finance & International Business
CFA Institute
working towards CFA charter, CFA - Chartered Financial Analyst, working towards completion of level 3
HedgeFundGroup.com
working torwards CHP certification, CHP - Chartered Hedge Fund Professional, passed level 1, level 2 in progress
CATHERINE QUINN GRAY CATHERINE QUINN GRAY's Ameriprise Financial Services, Inc. Experience May 2009 - March 2011
Job Director, Client Relations at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC 2011 - Present
Ameriprise Financial Services, Inc. May 2009 - March 2011
H&R Block January 2003 - April 2009
Ricoh Business Solutions May 2001 - December 2004
Verizon 1974 - May 2002
Skills
Strategic Financial..., Finance, Investments, Portfolio Management, Mutual Funds, Retirement Planning, Financial Analysis, Wealth Management, Risk Management, Asset Managment, Strategic Planning, Budgets, Forecasting, Asset Management, Financial Services, Investment Advisory, Financial Modeling, Asset Allocation, Retirement, Investment Strategies, Alternative Investments, Financial Planning, Management, Process Improvement, Leadership, Strategy
Education
Sacred Heart Academy, Stamford, CT 1970 — 1974
Business Program
NYU
Certificate, Finance
NYU
Certificate, Business Management
Upstream Investment Partners, LLC 2011 - Present
Ameriprise Financial Services, Inc. May 2009 - March 2011
H&R Block January 2003 - April 2009
Ricoh Business Solutions May 2001 - December 2004
Verizon 1974 - May 2002
Skills
Strategic Financial..., Finance, Investments, Portfolio Management, Mutual Funds, Retirement Planning, Financial Analysis, Wealth Management, Risk Management, Asset Managment, Strategic Planning, Budgets, Forecasting, Asset Management, Financial Services, Investment Advisory, Financial Modeling, Asset Allocation, Retirement, Investment Strategies, Alternative Investments, Financial Planning, Management, Process Improvement, Leadership, Strategy
Education
Sacred Heart Academy, Stamford, CT 1970 — 1974
Business Program
NYU
Certificate, Finance
NYU
Certificate, Business Management
David Durso David Durso's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Investment Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Flexible Plan Investments, Ltd. January 2010 - August 2014
New York Home Health Care November 2007 - December 2009
JPMorgan Chase Paymentech July 2006 - May 2007
Washington Mutual bank January 2000 - June 2006
Education
Nassau Community College 1993 — 1995
Associate's degree, Finance and Financial Management Services
Mepham
Ameriprise Financial Services, Inc. September 2014 - Present
Flexible Plan Investments, Ltd. January 2010 - August 2014
New York Home Health Care November 2007 - December 2009
JPMorgan Chase Paymentech July 2006 - May 2007
Washington Mutual bank January 2000 - June 2006
Education
Nassau Community College 1993 — 1995
Associate's degree, Finance and Financial Management Services
Mepham
Justin Daley, CFP® Justin Daley, CFP®'s Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Branch Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services, Inc. December 2009 - August 2011
Ameriprise Financial January 2006 - November 2009
Education
New Mexico State University 1998 — 2000
BS, Comp Sci
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services, Inc. December 2009 - August 2011
Ameriprise Financial January 2006 - November 2009
Education
New Mexico State University 1998 — 2000
BS, Comp Sci
Kathleen Bresnan, CFP®, CFS®, CRPC® Kathleen Bresnan, CFP®, CFS®, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Financial Advisor, CFP at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. January 1996 - Present
Sanwa Financial Products January 1990 - November 1994
Banque Indosuez Mer Rouge February 1989 - January 1990
Tradition August 1987 - February 1989
Bankers Trust August 1986 - July 1987
Education
New York University 1996 — 1999
Certificate in Financial Planning
Providence College 1982 — 1986
BS, Marketing
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. January 1996 - Present
Sanwa Financial Products January 1990 - November 1994
Banque Indosuez Mer Rouge February 1989 - January 1990
Tradition August 1987 - February 1989
Bankers Trust August 1986 - July 1987
Education
New York University 1996 — 1999
Certificate in Financial Planning
Providence College 1982 — 1986
BS, Marketing
Robert Korzik Robert Korzik's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Northwestern Mutual 1977 - October 2011
Education
Montclair State University
Ameriprise Financial Services, Inc. October 2011 - Present
Northwestern Mutual 1977 - October 2011
Education
Montclair State University
Thomas Shrader Thomas Shrader's Ameriprise Financial Services, Inc. Experience January 2005 - June 2006
Job Business Development
Industry Financial Services
Experience
Shamrock Asset Management, LLC July 2012 - September 2015
Chase December 2011 - June 2012
Wells Fargo January 2011 - August 2011
Fidelity Investments July 2006 - December 2010
Ameriprise Financial Services, Inc. January 2005 - June 2006
Education
New Mexico State University 1994 — 1998
Bachelor of Arts (BA), Marketing
Slippery Rock University of Pennsylvania 1992 — 1994
Undergraduate studies in Environmental Science
Shamrock Asset Management, LLC July 2012 - September 2015
Chase December 2011 - June 2012
Wells Fargo January 2011 - August 2011
Fidelity Investments July 2006 - December 2010
Ameriprise Financial Services, Inc. January 2005 - June 2006
Education
New Mexico State University 1994 — 1998
Bachelor of Arts (BA), Marketing
Slippery Rock University of Pennsylvania 1992 — 1994
Undergraduate studies in Environmental Science
Jeff Carty Jeff Carty's Ameriprise Financial Services, Inc. Experience February 2004 - July 2006
Job Agent at North Carolina Mutual Insurance Agency
Industry Insurance
Experience
North Carolina Mutual Insurance Agency April 2012 - Present
MetLife July 2006 - September 2007
Ameriprise Financial Services, Inc. February 2004 - July 2006
All About You Massage 2002 - 2005
IBM June 1970 - June 2000
Merck June 1967 - June 1970
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, HTML, Budgets, Problem Solving, Process Improvement, Strategic Financial..., Insurance, Therapeutic Massage, Computer Science, Critical Thinking, Project Management, CRM, Technical Leadership, Visio, Management, Long Term Care Insurance, Health Insurance, Financial Services, IRAs, Financial Planning
Education
Morehouse College 1963 — 1967
Bachelor of Science (BS), Chemistry
UNC Chapel Hill 1966 — 1966
North Carolina Mutual Insurance Agency April 2012 - Present
MetLife July 2006 - September 2007
Ameriprise Financial Services, Inc. February 2004 - July 2006
All About You Massage 2002 - 2005
IBM June 1970 - June 2000
Merck June 1967 - June 1970
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, HTML, Budgets, Problem Solving, Process Improvement, Strategic Financial..., Insurance, Therapeutic Massage, Computer Science, Critical Thinking, Project Management, CRM, Technical Leadership, Visio, Management, Long Term Care Insurance, Health Insurance, Financial Services, IRAs, Financial Planning
Education
Morehouse College 1963 — 1967
Bachelor of Science (BS), Chemistry
UNC Chapel Hill 1966 — 1966
Douglas Pyle Douglas Pyle's Ameriprise Financial Services, Inc. Experience July 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2003 - Present
Merrill Lynch June 1994 - July 2003
O-I November 1972 - March 1994
Education
Moravian College 1966 — 1970
BA, English
Ameriprise Financial Services, Inc. July 2003 - Present
Merrill Lynch June 1994 - July 2003
O-I November 1972 - March 1994
Education
Moravian College 1966 — 1970
BA, English
Charles Hamowy CFP, CPA's Ameriprise Financial Services, Inc. Experience September 1990 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1990 - Present
Education
New York University 1974 — 1978
Bachelor of Science, Accounting
Ameriprise Financial Services, Inc. September 1990 - Present
Education
New York University 1974 — 1978
Bachelor of Science, Accounting
Paul Nader, CRPC® Paul Nader, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2000 - Present
Job Finanical Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2000 - Present
Drew Industrial 1984 - 1999
Education
Montclair State University 1976 — 1980
BS, Chemistry
Ameriprise Financial Services, Inc. February 2000 - Present
Drew Industrial 1984 - 1999
Education
Montclair State University 1976 — 1980
BS, Chemistry
Ryan Rinderman's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Research Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Accenture June 2015 - August 2015
VentureOutNY June 2014 - May 2015
SoundView Technology Group May 2013 - August 2013
Skills
Valuation, Equities, Investment Banking, Venture Capital, IPO, Equity Research, Capital Markets, Investments, Financial Analysis, Portfolio Management, Due Diligence, Financial Modeling, Social Media, Trading, Public Relations, Asset Management, Microsoft Office, Private Equity, Public Speaking, PowerPoint, Corporate Development
Education
New York University 2012 — 2016
Economics
Golda Och Academy 2008 — 2012
Ameriprise Financial Services, Inc. August 2015 - Present
Accenture June 2015 - August 2015
VentureOutNY June 2014 - May 2015
SoundView Technology Group May 2013 - August 2013
Skills
Valuation, Equities, Investment Banking, Venture Capital, IPO, Equity Research, Capital Markets, Investments, Financial Analysis, Portfolio Management, Due Diligence, Financial Modeling, Social Media, Trading, Public Relations, Asset Management, Microsoft Office, Private Equity, Public Speaking, PowerPoint, Corporate Development
Education
New York University 2012 — 2016
Economics
Golda Och Academy 2008 — 2012
Kyle Lehman Kyle Lehman's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Northside Chrysler October 2012 - February 2013
Edward Jones July 2010 - October 2012
Edward Jones Investments July 2010 - October 2012
Plateau Electric Inc April 2009 - July 2010
Suddenlink Communications April 2007 - April 2009
Skills
Financial Advisory, Financial Planning, Electrical Engineering, Computer Hardware, Computer Repair, A+ Certified, Broadband Networks, IP Networking, Network Operations, Computer Science, Cell Phone Repair, Mobile Communications, Broadband Technician, Cat5, Cable Modems, DSL, Wireless Networking, Office Management, Electrician, Web Design, eBay, Microsoft Office, Dreamweaver, JavaScript
Education
Mountain State University 2006 — 2007
Information Technology
Mountain State University
Bachelor of Science, Information Technology & Business Management
West Virginia Institute of Technology
Bachelor of Science, Electrical Engineering & Computer Science
Greater Beckley Christian School 2000 — 2005
High School Diploma
West Virginia University Institute of Technology
Associate's degree, Electrical Engineering / Computer Science
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Northside Chrysler October 2012 - February 2013
Edward Jones July 2010 - October 2012
Edward Jones Investments July 2010 - October 2012
Plateau Electric Inc April 2009 - July 2010
Suddenlink Communications April 2007 - April 2009
Skills
Financial Advisory, Financial Planning, Electrical Engineering, Computer Hardware, Computer Repair, A+ Certified, Broadband Networks, IP Networking, Network Operations, Computer Science, Cell Phone Repair, Mobile Communications, Broadband Technician, Cat5, Cable Modems, DSL, Wireless Networking, Office Management, Electrician, Web Design, eBay, Microsoft Office, Dreamweaver, JavaScript
Education
Mountain State University 2006 — 2007
Information Technology
Mountain State University
Bachelor of Science, Information Technology & Business Management
West Virginia Institute of Technology
Bachelor of Science, Electrical Engineering & Computer Science
Greater Beckley Christian School 2000 — 2005
High School Diploma
West Virginia University Institute of Technology
Associate's degree, Electrical Engineering / Computer Science
Michael Blakemore Michael Blakemore's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Marketing Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial Services, Inc. January 2000 - June 2013
Commercial Financial Services, Inc. 1997 - 1999
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Strategic Financial..., Retirement, Investments, Series 63, Asset Allocation, Investment Advisory, Portfolio Management, Financial Advisory, Fixed Annuities, Financial Services, Estate Planning, Financial Analysis, Insurance, Marketing
Education
Oklahoma State University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New Mexico State University 1994 — 1995
Business Administration and Management, General
Northeastern Oklahoma A&M College 1992 — 1994
Marketing/Marketing Management, General
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial Services, Inc. January 2000 - June 2013
Commercial Financial Services, Inc. 1997 - 1999
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Strategic Financial..., Retirement, Investments, Series 63, Asset Allocation, Investment Advisory, Portfolio Management, Financial Advisory, Fixed Annuities, Financial Services, Estate Planning, Financial Analysis, Insurance, Marketing
Education
Oklahoma State University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New Mexico State University 1994 — 1995
Business Administration and Management, General
Northeastern Oklahoma A&M College 1992 — 1994
Marketing/Marketing Management, General
Giunero Anthony Floro's Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job General Manager JP Morgan Cards at JPMorgan Chase
Industry Marketing and Advertising
Experience
JPMorgan Chase May 2013 - Present
JPMorgan Chase 2008 - Present
Ameriprise Financial Services, Inc. 2005 - 2007
American Express September 1999 - September 2005
Skills
Integrated Marketing, Loyalty Programs, Market Research, Online Advertising, Product Marketing, Social Media, Vendor Management, Team Leadership, Customer Acquisition, Segmentation, Direct Marketing, B2B Marketing, Brand Loyalty, Strategic Partnerships, Analytics, Advertising, Strategy, Marketing, Marketing Strategy, Competitive Analysis, Online Marketing, Email Marketing, Brand Management, Values-based Leadership, Business Development, Brand Development, Ethics, Trusted Business Partner
Education
New York University
BS
JPMorgan Chase May 2013 - Present
JPMorgan Chase 2008 - Present
Ameriprise Financial Services, Inc. 2005 - 2007
American Express September 1999 - September 2005
Skills
Integrated Marketing, Loyalty Programs, Market Research, Online Advertising, Product Marketing, Social Media, Vendor Management, Team Leadership, Customer Acquisition, Segmentation, Direct Marketing, B2B Marketing, Brand Loyalty, Strategic Partnerships, Analytics, Advertising, Strategy, Marketing, Marketing Strategy, Competitive Analysis, Online Marketing, Email Marketing, Brand Management, Values-based Leadership, Business Development, Brand Development, Ethics, Trusted Business Partner
Education
New York University
BS
Mancy Maxwell Mancy Maxwell's Ameriprise Financial Services, Inc. Experience June 2011 - August 2011
Job Experienced Artist and Yoga Teacher Looking for Positions in the Lehigh Valley
Industry Arts and Crafts
Experience
Muhlenberg College August 2010 - Present
Quiet Heart Yoga Fitness and Holistic Health September 2012 - February 2013
Aqua Pool and Spa Supply Inc. June 2012 - August 2012
Olde Mill Yoga June 2012 - August 2012
Ameriprise Financial Services, Inc. June 2011 - August 2011
Cups and Cones April 2008 - May 2011
Life Sports Center - Muhlenberg College August 2010 - December 2010
Trexler Library - Muhlenberg College September 2009 - May 2010
Skills
Computer Skills: MS...
Education
Muhlenberg College 2009 — 2013
Bachelor of Arts (B.A.), Fine and Studio Arts
Easton Area High School
Muhlenberg College August 2010 - Present
Quiet Heart Yoga Fitness and Holistic Health September 2012 - February 2013
Aqua Pool and Spa Supply Inc. June 2012 - August 2012
Olde Mill Yoga June 2012 - August 2012
Ameriprise Financial Services, Inc. June 2011 - August 2011
Cups and Cones April 2008 - May 2011
Life Sports Center - Muhlenberg College August 2010 - December 2010
Trexler Library - Muhlenberg College September 2009 - May 2010
Skills
Computer Skills: MS...
Education
Muhlenberg College 2009 — 2013
Bachelor of Arts (B.A.), Fine and Studio Arts
Easton Area High School
Jeremy Straub's Ameriprise Financial Services, Inc. Experience February 2012 - March 2015
Job Managing Partner, MetLife Premier Client Group of Florida, an Office of MetLife
Industry Financial Services
Experience
MetLife Premier Client Group of Florida March 2015 - Present
Ameriprise Financial Services, Inc. February 2012 - March 2015
Ameriprise Financial Services, Inc. March 2009 - February 2012
Ameriprise Financial Services, Inc. October 2005 - March 2009
Ameriprise Financial Services, Inc. August 2000 - October 2005
Skills
Retirement Planning, Portfolio Management, Finance, Financial Services, Leadership, Wealth Management, Team Building, Relationship Management, Recruiting, Advisor Development
Education
Moravian College 1996 — 2000
BA, Finance and Political Science
MetLife Premier Client Group of Florida March 2015 - Present
Ameriprise Financial Services, Inc. February 2012 - March 2015
Ameriprise Financial Services, Inc. March 2009 - February 2012
Ameriprise Financial Services, Inc. October 2005 - March 2009
Ameriprise Financial Services, Inc. August 2000 - October 2005
Skills
Retirement Planning, Portfolio Management, Finance, Financial Services, Leadership, Wealth Management, Team Building, Relationship Management, Recruiting, Advisor Development
Education
Moravian College 1996 — 2000
BA, Finance and Political Science
Kevin Vasilik Kevin Vasilik's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
CPS Financial Services September 1996 - October 2014
National Life Insurance Company September 1996 - October 2014
Education
New Jersey Institute of Technology 1982 — 1984
Graduate Studies, Chemistry & Chemical Engineering
William Paterson University of New Jersey 1975 — 1981
BS, Chemistry
Ameriprise Financial Services, Inc. October 2014 - Present
CPS Financial Services September 1996 - October 2014
National Life Insurance Company September 1996 - October 2014
Education
New Jersey Institute of Technology 1982 — 1984
Graduate Studies, Chemistry & Chemical Engineering
William Paterson University of New Jersey 1975 — 1981
BS, Chemistry
Lauren Barnwell Lauren Barnwell's Ameriprise Financial Services, Inc. Experience February 2012 - June 2012
Job Collections Coordinator at TF Cornerstone
Industry Financial Services
Experience
TF Cornerstone August 2013 - Present
Incentex of Vero Beach July 2012 - January 2013
Ameriprise Financial Services, Inc. February 2012 - June 2012
Daniels College of Business August 2011 - June 2012
Institutional Investor June 2011 - August 2011
Social Security Administration June 2009 - March 2011
The Curtis Hotel September 2009 - December 2010
RE/MAX of Boulder 2007 - 2008
Skills
Financial Analysis, Investments, Financial Modeling, Sellers, Real Estate, Financial Accounting, Microsoft Excel, SAP, Bloomberg Terminal, Capital IQ, QuickBooks, Strategic Financial..., Process Improvement, Customer Service, Finance, Financial Planning, PowerPoint, Marketing, Analysis, Event Planning, Social Media, Microsoft Office
Education
University of Denver - Daniels College of Business 2011 — 2012
Master of Business Administration (MBA), Finance
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Business Ethics & Legal Studies
The Institute for International Education of Students (IES) 2009 — 2009
New York University
New York University
TF Cornerstone August 2013 - Present
Incentex of Vero Beach July 2012 - January 2013
Ameriprise Financial Services, Inc. February 2012 - June 2012
Daniels College of Business August 2011 - June 2012
Institutional Investor June 2011 - August 2011
Social Security Administration June 2009 - March 2011
The Curtis Hotel September 2009 - December 2010
RE/MAX of Boulder 2007 - 2008
Skills
Financial Analysis, Investments, Financial Modeling, Sellers, Real Estate, Financial Accounting, Microsoft Excel, SAP, Bloomberg Terminal, Capital IQ, QuickBooks, Strategic Financial..., Process Improvement, Customer Service, Finance, Financial Planning, PowerPoint, Marketing, Analysis, Event Planning, Social Media, Microsoft Office
Education
University of Denver - Daniels College of Business 2011 — 2012
Master of Business Administration (MBA), Finance
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Business Ethics & Legal Studies
The Institute for International Education of Students (IES) 2009 — 2009
New York University
New York University
Timothy Cooper's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Financial Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
American Express Business Travel December 2010 - September 2012
US Census Bureau April 2010 - June 2010
Northwest Airlines November 2003 - October 2009
Education
New York University 1999 — 2001
Bachelor of Fine Arts (BFA)
Ameriprise Financial Services, Inc. January 2013 - Present
American Express Business Travel December 2010 - September 2012
US Census Bureau April 2010 - June 2010
Northwest Airlines November 2003 - October 2009
Education
New York University 1999 — 2001
Bachelor of Fine Arts (BFA)
David Wright, CRPC® David Wright, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Merrill Lynch December 2006 - July 2012
Education
Muhlenberg College 1998 — 2002
Bachelor's degree, Business/Entrepreneurial Studies and Asian Studies/Buddhism
Ameriprise Financial Services, Inc. July 2012 - Present
Merrill Lynch December 2006 - July 2012
Education
Muhlenberg College 1998 — 2002
Bachelor's degree, Business/Entrepreneurial Studies and Asian Studies/Buddhism
Thomas Walker II, ChFC's Ameriprise Financial Services, Inc. Experience December 1985 - Present
Job Financial Advisor, Compass Financial Group, a financial advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1985 - Present
Education
Morehead State University 1972 — 1977
Master of Higher Education
Ameriprise Financial Services, Inc. December 1985 - Present
Education
Morehead State University 1972 — 1977
Master of Higher Education
Sriram Bommaraju Sriram Bommaraju's Ameriprise Financial Services, Inc. Experience October 2007 - October 2010
Job Asst. Vice President, Technology at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial October 2013 - Present
JPMorgan Chase October 2010 - October 2013
Ameriprise Financial Services, Inc. October 2007 - October 2010
Ameriprise Financial 2005 - October 2007
American Express Financial Advisors June 1999 - April 2004
Skills
Program Management, Requirements Analysis, SDLC, Software Project..., Global Delivery, IT Strategy, Solution Architecture, Relationship Management, Business Analysis, Project Delivery, Project Governance, Resource Management, Scaled Agile Framework...
Education
Nagpur University 1996 — 1999
Bachelor of Engineering, Mechanical Engineering
Govt High School, Kothapeta
LPL Financial October 2013 - Present
JPMorgan Chase October 2010 - October 2013
Ameriprise Financial Services, Inc. October 2007 - October 2010
Ameriprise Financial 2005 - October 2007
American Express Financial Advisors June 1999 - April 2004
Skills
Program Management, Requirements Analysis, SDLC, Software Project..., Global Delivery, IT Strategy, Solution Architecture, Relationship Management, Business Analysis, Project Delivery, Project Governance, Resource Management, Scaled Agile Framework...
Education
Nagpur University 1996 — 1999
Bachelor of Engineering, Mechanical Engineering
Govt High School, Kothapeta
Maureen Cajoux, Esq. Maureen Cajoux, Esq.'s Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Counsel at Ameriprise Financial Services, Inc.
Industry Legal Services
Experience
Ameriprise Financial Services, Inc. 2011 - Present
Blue Sky MLS 2010 - 2011
Maureen G. Cajoux Esq. 2001 - 2010
Raymond James Financial 2004 - 2006
Hooper and Weiss LLC 2002 - 2004
FINRA 2001 - 2002
Academic Clerkships 1998 - 2001
Morgan Stanley Dean Witter 1997 - 1998
Skills
Securities Litigation, FINRA, Securities Regulation, Mediation, Class Actions, Arbitration, SEC, Litigation, Investment Advisory, Negotiation, Public Speaking, Corporate Governance, Civil Litigation, AML, Commercial Litigation, Corporate Law, Securities Offerings, Securities, Legal Research, Broker-Dealer, Securities Arbitration, Securities Law, Investment Company Act, Litigation Management, Mergers, Wealth Management, Hedge Funds, Legal Writing, Strategic Financial..., Investments
Education
New York Law School
JD
New York University
BA
Ameriprise Financial Services, Inc. 2011 - Present
Blue Sky MLS 2010 - 2011
Maureen G. Cajoux Esq. 2001 - 2010
Raymond James Financial 2004 - 2006
Hooper and Weiss LLC 2002 - 2004
FINRA 2001 - 2002
Academic Clerkships 1998 - 2001
Morgan Stanley Dean Witter 1997 - 1998
Skills
Securities Litigation, FINRA, Securities Regulation, Mediation, Class Actions, Arbitration, SEC, Litigation, Investment Advisory, Negotiation, Public Speaking, Corporate Governance, Civil Litigation, AML, Commercial Litigation, Corporate Law, Securities Offerings, Securities, Legal Research, Broker-Dealer, Securities Arbitration, Securities Law, Investment Company Act, Litigation Management, Mergers, Wealth Management, Hedge Funds, Legal Writing, Strategic Financial..., Investments
Education
New York Law School
JD
New York University
BA
David Danielian Holland David Danielian Holland's Ameriprise Financial Services, Inc. Experience 2009 - 2011
Job Program Assistant at Food and Drug Administration
Industry Government Administration
Experience
Food and Drug Administration April 2010 - Present
Ameriprise Financial Services, Inc. 2009 - 2011
Ameriprise Financial Services, Inc. 2009 - 2011
Program Support Center October 2001 - April 2010
Skills
Outlook
Education
Montgomery College 1999 — 2009
AA, Computer Applications
Food and Drug Administration April 2010 - Present
Ameriprise Financial Services, Inc. 2009 - 2011
Ameriprise Financial Services, Inc. 2009 - 2011
Program Support Center October 2001 - April 2010
Skills
Outlook
Education
Montgomery College 1999 — 2009
AA, Computer Applications
Daniel Rodriguez, Sr, CRPC Daniel Rodriguez, Sr, CRPC's Ameriprise Financial Services, Inc. Experience October 1981 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1981 - Present
Education
National University 1978 — 1980
B.B.A., Business Administration
Ameriprise Financial Services, Inc. October 1981 - Present
Education
National University 1978 — 1980
B.B.A., Business Administration
Peter Voisin CRPC CLTC APMA's Ameriprise Financial Services, Inc. Experience October 1984 - Present
Job Financial Planning Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1984 - Present
Hendersonville County Partnership for Economic Development 2015 - 2015
Hendersonville County Partnership for Economic Development 2015 - 2015
Orchestral Experience 1972 - 2014
Hendersonville Symphony Orchestra 2010 - 2011
Aging Projects Inc. 2008 - 2011
Kiwanis Hendersonville 2007 - 2011
Four Seasons Toastmasters 2007 - 2010
Skills
Music, Composition, Band, Orchestral Music
Education
New England Conservatory of Music 1971 — 1972
Music Performance
Oberlin College 1969 — 1971
Music Performance
Ameriprise Financial Services, Inc. October 1984 - Present
Hendersonville County Partnership for Economic Development 2015 - 2015
Hendersonville County Partnership for Economic Development 2015 - 2015
Orchestral Experience 1972 - 2014
Hendersonville Symphony Orchestra 2010 - 2011
Aging Projects Inc. 2008 - 2011
Kiwanis Hendersonville 2007 - 2011
Four Seasons Toastmasters 2007 - 2010
Skills
Music, Composition, Band, Orchestral Music
Education
New England Conservatory of Music 1971 — 1972
Music Performance
Oberlin College 1969 — 1971
Music Performance
Daniel R. Masiello, CFP®, CLU®, ChFC®, CFS®, LUTCF Daniel R. Masiello, CFP®, CLU®, ChFC®, CFS®, LUTCF's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job MASIELLO, NICOLOSI & ASSOCIATES, a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - March 2015
Ameriprise Financial Services, Inc. September 2005 - June 2013
American Express Financial Advisors, Inc. 1998 - 2005
American Express Financial Advisors, Inc. September 1989 - June 1998
American Express Financial Advisors January 1989 - May 1998
American Express Financial Advisors, Inc. September 1987 - May 1989
Education
New York Institute of Technology 1977 — 1982
bs, psychology
Holy Cross High School 1973 — 1977
High School
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - March 2015
Ameriprise Financial Services, Inc. September 2005 - June 2013
American Express Financial Advisors, Inc. 1998 - 2005
American Express Financial Advisors, Inc. September 1989 - June 1998
American Express Financial Advisors January 1989 - May 1998
American Express Financial Advisors, Inc. September 1987 - May 1989
Education
New York Institute of Technology 1977 — 1982
bs, psychology
Holy Cross High School 1973 — 1977
High School
John L. Connors John L. Connors's Ameriprise Financial Services, Inc. Experience 2003 - 2007
Job Financial Advisor at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors, LLC October 2014 - Present
Gilford Securities January 2012 - September 2014
Merrill Lynch September 2007 - January 2012
Ameriprise Financial Services, Inc. 2003 - 2007
NCR Corporation 1999 - 2001
AT&T 1988 - 1998
NCR Corporation 1986 - 1988
The Systems Center 1984 - 1986
Online Systems 1983 - 1984
DATAGRAPHICS, Division of General Dynamics 1981 - 1983
Skills
Wealth Management..., Investments, Financial Services, ETFs, Retirement Plan..., Pensions, Asset Management, Fixed Income, Estate Planning, Strategy, Retirement, Variable Annuities, Whole Life Insurance, Tax Advisory, Individual Retirement...
Education
New York University 1978 — 1980
Studied Computer Sciences, Data Base Architectures
Computer Educational Institute 1969 — 1970
Computer Programimg, Systems Design
DON BOSCO Prep 1965 — 1969
Diploma, College Prep
Cetera Advisors, LLC October 2014 - Present
Gilford Securities January 2012 - September 2014
Merrill Lynch September 2007 - January 2012
Ameriprise Financial Services, Inc. 2003 - 2007
NCR Corporation 1999 - 2001
AT&T 1988 - 1998
NCR Corporation 1986 - 1988
The Systems Center 1984 - 1986
Online Systems 1983 - 1984
DATAGRAPHICS, Division of General Dynamics 1981 - 1983
Skills
Wealth Management..., Investments, Financial Services, ETFs, Retirement Plan..., Pensions, Asset Management, Fixed Income, Estate Planning, Strategy, Retirement, Variable Annuities, Whole Life Insurance, Tax Advisory, Individual Retirement...
Education
New York University 1978 — 1980
Studied Computer Sciences, Data Base Architectures
Computer Educational Institute 1969 — 1970
Computer Programimg, Systems Design
DON BOSCO Prep 1965 — 1969
Diploma, College Prep
Kevin Marriott Kevin Marriott's Ameriprise Financial Services, Inc. Experience September 2006 - October 2009
Job Associate Director Business Risk Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS March 2014 - Present
Wells Fargo Advisors, LLC March 2010 - March 2014
Ameriprise Financial Services, Inc. September 2006 - October 2009
Ameriprise Financial Services, Inc. March 2004 - September 2006
Education
New York University 1999 — 2003
Bachelor of Arts
UBS March 2014 - Present
Wells Fargo Advisors, LLC March 2010 - March 2014
Ameriprise Financial Services, Inc. September 2006 - October 2009
Ameriprise Financial Services, Inc. March 2004 - September 2006
Education
New York University 1999 — 2003
Bachelor of Arts
latifat Ibrahim latifat Ibrahim's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Financial Planning Analyst Intern at Ameriprise Financial Services, Inc.
Industry Higher Education
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Morgan State University June 2014 - Present
Morgan State University August 2013 - Present
INROADS July 2013 - May 2014
Morgan State University August 2012 - April 2013
Grant-Brett Promethean Kappa Tau May 2012 - December 2012
Skills
Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Research, Project Management, Leadership, Strategic Planning, Social Media, Sales, Data Analysis, Teamwork, Time Management, Event Planning
Education
Earl G. Graves School of Business and Management 2011 — 2016
Bachelor of Science, Accounting
Morgan State University 2011 — 2015
Morgan State University
Ameriprise Financial Services, Inc. May 2015 - Present
Morgan State University June 2014 - Present
Morgan State University August 2013 - Present
INROADS July 2013 - May 2014
Morgan State University August 2012 - April 2013
Grant-Brett Promethean Kappa Tau May 2012 - December 2012
Skills
Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Research, Project Management, Leadership, Strategic Planning, Social Media, Sales, Data Analysis, Teamwork, Time Management, Event Planning
Education
Earl G. Graves School of Business and Management 2011 — 2016
Bachelor of Science, Accounting
Morgan State University 2011 — 2015
Morgan State University
Elbert Kim Elbert Kim's Ameriprise Financial Services, Inc. Experience February 2000 - August 2003
Job Assistant Vice President Finance Compliance at State Street
Industry Financial Services
Experience
Upromise Investments, Inc. & Upromise Investment Advisors, LLC (a Division of SLM Corp.) April 2012 - September 2013
Upromise Investments, Inc. & Upromise Investment Advisors, LLC (a Division of SLM Corporation December 2003 - April 2012
Ameriprise Financial Services, Inc. February 2000 - August 2003
Massachusetts Appellate Tax Board September 1998 - January 1999
Greater Boston Legal Services January 1998 - May 1998
Office of the Attorney General of the Commonwealth of Massachusetts June 1995 - August 1995
Skills
Compliance, Series 7, Investments, Series 24, Securities, Legal Compliance, Legal Support, SAS70, Internal Controls, Accounting, Mutual Funds, Auditing, Financial Services, Legal Assistance, Finance, Risk Management, Banking, Insurance, Internal Audit, Management, Anti Money Laundering
Education
New England Law Boston 1996 — 1999
JD, Law
University of California, Berkeley 1988 — 1993
Bachelor of Arts (B.A.), Economics
Upromise Investments, Inc. & Upromise Investment Advisors, LLC (a Division of SLM Corp.) April 2012 - September 2013
Upromise Investments, Inc. & Upromise Investment Advisors, LLC (a Division of SLM Corporation December 2003 - April 2012
Ameriprise Financial Services, Inc. February 2000 - August 2003
Massachusetts Appellate Tax Board September 1998 - January 1999
Greater Boston Legal Services January 1998 - May 1998
Office of the Attorney General of the Commonwealth of Massachusetts June 1995 - August 1995
Skills
Compliance, Series 7, Investments, Series 24, Securities, Legal Compliance, Legal Support, SAS70, Internal Controls, Accounting, Mutual Funds, Auditing, Financial Services, Legal Assistance, Finance, Risk Management, Banking, Insurance, Internal Audit, Management, Anti Money Laundering
Education
New England Law Boston 1996 — 1999
JD, Law
University of California, Berkeley 1988 — 1993
Bachelor of Arts (B.A.), Economics
Paul Wyand, CFP® Paul Wyand, CFP®'s Ameriprise Financial Services, Inc. Experience June 1990 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1990 - Present
Council Rock Wealth Advisory Group 1990 - 2014
Victor Central School District June 1980 - May 1990
Education
Nazareth College of Rochester 1973 — 1976
Master's degree, Education
Niagara University 1969 — 1973
Bachelor's degree, Education
Ameriprise Financial Services, Inc. June 1990 - Present
Council Rock Wealth Advisory Group 1990 - 2014
Victor Central School District June 1980 - May 1990
Education
Nazareth College of Rochester 1973 — 1976
Master's degree, Education
Niagara University 1969 — 1973
Bachelor's degree, Education
Mackenzie O'Connor Mackenzie O'Connor's Ameriprise Financial Services, Inc. Experience January 2011 - September 2011
Job Member Engagement Specialist at Martin's Point Health Care
Industry Nonprofit Organization Management
Experience
Martin's Point Health Care August 2014 - Present
Urban Blazers September 2013 - Present
The North Face September 2013 - June 2014
Hidden River Outfitters August 2013 - September 2013
Muhlenberg College June 2013 - August 2013
Muhlenberg College January 2011 - August 2013
City Theater May 2012 - September 2012
Ameriprise Financial Services, Inc. January 2011 - September 2011
Aim Foundation September 2008 - September 2009
Skills
Leadership, Outstanding..., Strong Verbal..., Creative and adept..., Collaborative team..., Close Attention to..., Microsoft Office, PowerPoint, Public Speaking, Sales, Facebook, Nonprofits, Higher Education, Theatre, Fundraising, Community Outreach, Event Planning
Education
Muhlenberg College 2010 — 2013
Bachelor of Arts (BA), Theater with Music minor, Graduate
Westminster Choir College 2009 — 2010
Bachelor of Fine Arts (BFA) track, Musical Theatre
Martin's Point Health Care August 2014 - Present
Urban Blazers September 2013 - Present
The North Face September 2013 - June 2014
Hidden River Outfitters August 2013 - September 2013
Muhlenberg College June 2013 - August 2013
Muhlenberg College January 2011 - August 2013
City Theater May 2012 - September 2012
Ameriprise Financial Services, Inc. January 2011 - September 2011
Aim Foundation September 2008 - September 2009
Skills
Leadership, Outstanding..., Strong Verbal..., Creative and adept..., Collaborative team..., Close Attention to..., Microsoft Office, PowerPoint, Public Speaking, Sales, Facebook, Nonprofits, Higher Education, Theatre, Fundraising, Community Outreach, Event Planning
Education
Muhlenberg College 2010 — 2013
Bachelor of Arts (BA), Theater with Music minor, Graduate
Westminster Choir College 2009 — 2010
Bachelor of Fine Arts (BFA) track, Musical Theatre
Josh Beekman, CRPC® Josh Beekman, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2007 - Present
Job AFA at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2007 - Present
Education
Montclair State University 2001 — 2006
Bachelor of Science (BS), Business Administration
Ameriprise Financial Services, Inc. February 2007 - Present
Education
Montclair State University 2001 — 2006
Bachelor of Science (BS), Business Administration
Jason A. Helbig, CFP®, CRPC® Jason A. Helbig, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience 2005 - Present
Job Regional Sales Director Pacific West Region, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2005 - Present
Ameriprise Financial Services, Inc. 2011 - 2014
Ameriprise Financial Services, Inc. 2005 - 2011
UPS 2001 - 2005
Skills
Retirement Planning, Mutual Funds, Series 7, Financial Services, Wealth Management, Retirement, Financial Advisory, Estate Planning, Asset Allocation, Investment Strategies, Investment Advisory, Fixed Annuities, Series 63, Securities, Strategic Financial..., FINRA, Relationship Management, Financial Planning, Finance, Investments, Portfolio Management, Asset Management, Insurance, 401k
Education
Portland State University
Bachelor of Science, Social Science
Multnomah University
Ameriprise Financial Services, Inc. 2005 - Present
Ameriprise Financial Services, Inc. 2011 - 2014
Ameriprise Financial Services, Inc. 2005 - 2011
UPS 2001 - 2005
Skills
Retirement Planning, Mutual Funds, Series 7, Financial Services, Wealth Management, Retirement, Financial Advisory, Estate Planning, Asset Allocation, Investment Strategies, Investment Advisory, Fixed Annuities, Series 63, Securities, Strategic Financial..., FINRA, Relationship Management, Financial Planning, Finance, Investments, Portfolio Management, Asset Management, Insurance, 401k
Education
Portland State University
Bachelor of Science, Social Science
Multnomah University
Lori Ritt Lori Ritt's Ameriprise Financial Services, Inc. Experience 1996 - 2006
Job * Office Specialist * Administration * Customer Service * Clerical * Business Analyst * Secretary
Industry Religious Institutions
Experience
Minnesota Department of Education June 2012 - April 2013
Salem Evangelical Lutheran Church August 2006 - June 2012
Ameriprise Financial Services, Inc. 1996 - 2006
Skills
Community Outreach, Data Entry, Administrative..., Nonprofits, Public Speaking, Event Planning, Outlook, Government, Policy, Microsoft Office, Program Development, Volunteer Management, Research, Newsletters, Team Leadership, Editing, Administrative...
Education
National American University-Roseville
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Minnesota Department of Education June 2012 - April 2013
Salem Evangelical Lutheran Church August 2006 - June 2012
Ameriprise Financial Services, Inc. 1996 - 2006
Skills
Community Outreach, Data Entry, Administrative..., Nonprofits, Public Speaking, Event Planning, Outlook, Government, Policy, Microsoft Office, Program Development, Volunteer Management, Research, Newsletters, Team Leadership, Editing, Administrative...
Education
National American University-Roseville
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Steve Felton Steve Felton's Ameriprise Financial Services, Inc. Experience August 1985 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Duke Children's Hospital and Health Center May 2012 - Present
Ameriprise Financial August 1985 - Present
Ameriprise Financial Services, Inc. August 1985 - Present
Skills
Fundraising, Leadership
Education
North Carolina Wesleyan College 1982 — 1984
BA, Business Administration
Nash Community College 1981 — 1983
Honorary degree
Rocky Mount Senior High School 1977 — 1979
high School
Deerfield Elementary School
Deerfield Elementary School
Duke Children's Hospital and Health Center May 2012 - Present
Ameriprise Financial August 1985 - Present
Ameriprise Financial Services, Inc. August 1985 - Present
Skills
Fundraising, Leadership
Education
North Carolina Wesleyan College 1982 — 1984
BA, Business Administration
Nash Community College 1981 — 1983
Honorary degree
Rocky Mount Senior High School 1977 — 1979
high School
Deerfield Elementary School
Deerfield Elementary School
Carly Quinn Carly Quinn's Ameriprise Financial Services, Inc. Experience June 2012 - July 2013
Job Client Concierge at Ameriprise Financial Services, Inc. with the practice of Denise A. Palmer
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. with the practice of Denise A. Palmer September 2014 - Present
Russell, Blanchard & DuBois July 2013 - September 2014
The Knotty Shamrock October 2012 - August 2014
Ameriprise Financial Services, Inc. June 2012 - July 2013
Work Out World February 2012 - April 2012
Wilkins Harley-Davidson June 2011 - August 2011
Enterprise Rent-A-Car June 2010 - August 2010
Skills
Strategic Financial..., Management, Time Management, Leadership, Process Improvement, Budgets, Team Leadership, Marketing, Financial Analysis, Administration, Data Analysis, CRM, Project Planning, Strategy, Team Building, Press Rele, Seminars, Seminar Marketing, Data Entry, Bylined Articles, Events Coordination, Lotus Notes, Outlook, Microsoft Excel, Microsoft Word, Microsoft Publisher, Website Updating, Documentation Practices, Protocol, Appointment Scheduling, Scheduling Tools, Data Collection, Compliance, Social Media, Financial Planning
Education
Mount Ida College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Northfield High School 2006 — 2008
Diploma
Hudson High School 2004 — 2006
University of Limerick
Ameriprise Financial Services, Inc. with the practice of Denise A. Palmer September 2014 - Present
Russell, Blanchard & DuBois July 2013 - September 2014
The Knotty Shamrock October 2012 - August 2014
Ameriprise Financial Services, Inc. June 2012 - July 2013
Work Out World February 2012 - April 2012
Wilkins Harley-Davidson June 2011 - August 2011
Enterprise Rent-A-Car June 2010 - August 2010
Skills
Strategic Financial..., Management, Time Management, Leadership, Process Improvement, Budgets, Team Leadership, Marketing, Financial Analysis, Administration, Data Analysis, CRM, Project Planning, Strategy, Team Building, Press Rele, Seminars, Seminar Marketing, Data Entry, Bylined Articles, Events Coordination, Lotus Notes, Outlook, Microsoft Excel, Microsoft Word, Microsoft Publisher, Website Updating, Documentation Practices, Protocol, Appointment Scheduling, Scheduling Tools, Data Collection, Compliance, Social Media, Financial Planning
Education
Mount Ida College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Northfield High School 2006 — 2008
Diploma
Hudson High School 2004 — 2006
University of Limerick
Hillel Katzeff's Ameriprise Financial Services, Inc. Experience January 1990 - January 1994
Job Financial Life Planner
Industry Financial Services
Experience
HK Financial, Inc. January 1999 - Present
WealthCouncil December 2012 - Present
Our Little Blue Box October 2005 - Present
Doors of Change formerly Photocharity March 2015 - Present
Ameriprise Financial Services, Inc. January 1990 - January 1994
Skills
Facilitator -..., Investment Advisory, Investments, Series 7, Securities, Insurance, Series 24, Certified Financial..., Wealth Management, Uniform Combined State..., WealthCouncil..., Long Term Care, Real Estate, Series 66, Series 63, Financial Advisory, Financial Planning, Retirement Planning, Finance, Estate Planning, Asset Management, Asset Allocation, Portfolio Management, Financial Planners, Financial Services, Strategic Financial..., Small Business, Fixed Annuities, FINRA, IRAs, Training, Wealth Management..., 401k, Bonds, Credit, High Net Worth..., Retirement, Long-term Care, Alternative Investments, Pensions, Equities, Investment Strategies, Investment Management
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Financial and Marketing Management
Muhlenberg College 1979 — 1982
B.A., Economics and Business Adminstration
Hampton Community High School 1979 — 1979
High School Diploma
Sea Point High School 1973 — 1978
University Pass, High School Graduate
HK Financial, Inc. January 1999 - Present
WealthCouncil December 2012 - Present
Our Little Blue Box October 2005 - Present
Doors of Change formerly Photocharity March 2015 - Present
Ameriprise Financial Services, Inc. January 1990 - January 1994
Skills
Facilitator -..., Investment Advisory, Investments, Series 7, Securities, Insurance, Series 24, Certified Financial..., Wealth Management, Uniform Combined State..., WealthCouncil..., Long Term Care, Real Estate, Series 66, Series 63, Financial Advisory, Financial Planning, Retirement Planning, Finance, Estate Planning, Asset Management, Asset Allocation, Portfolio Management, Financial Planners, Financial Services, Strategic Financial..., Small Business, Fixed Annuities, FINRA, IRAs, Training, Wealth Management..., 401k, Bonds, Credit, High Net Worth..., Retirement, Long-term Care, Alternative Investments, Pensions, Equities, Investment Strategies, Investment Management
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Financial and Marketing Management
Muhlenberg College 1979 — 1982
B.A., Economics and Business Adminstration
Hampton Community High School 1979 — 1979
High School Diploma
Sea Point High School 1973 — 1978
University Pass, High School Graduate
George A. Goodall's Ameriprise Financial Services, Inc. Experience May 1977 - Present
Job Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1977 - Present
Education
Northern Kentucky University 1973 — 1974
Business Administration/Education
Morehead State University 1970 — 1973
Business Administration/Music Education
Ameriprise Financial Services, Inc. May 1977 - Present
Education
Northern Kentucky University 1973 — 1974
Business Administration/Education
Morehead State University 1970 — 1973
Business Administration/Music Education
Mathew Scott Chilton, CRPC®'s Ameriprise Financial Services, Inc. Experience June 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1996 - Present
A&A Photo May 1983 - June 1996
Education
Texas Christian University 1979 — 1982
BBA, Finance
Morningside College 1978 — 1979
Business
East High School
Ameriprise Financial Services, Inc. June 1996 - Present
A&A Photo May 1983 - June 1996
Education
Texas Christian University 1979 — 1982
BBA, Finance
Morningside College 1978 — 1979
Business
East High School
Lenora Hammett, MBA Lenora Hammett, MBA's Ameriprise Financial Services, Inc. Experience August 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1999 - Present
Lenora Hammett and Associates/ Amerprise December 1997 - December 2014
Education
Morgan State University 1994 — 1996
MBA, Finance
Towson University 1985 — 1989
Bachelor of Science, Finance, Sociology
Ameriprise Financial Services, Inc. August 1999 - Present
Lenora Hammett and Associates/ Amerprise December 1997 - December 2014
Education
Morgan State University 1994 — 1996
MBA, Finance
Towson University 1985 — 1989
Bachelor of Science, Finance, Sociology
Elisabeth G Beck's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. January 1995 - January 2014
Trinzic (AICorp) June 1989 - July 1994
Cullinet Software 1980 - 1989
Education
Mount Holyoke College 1964 — 1968
BA, Latin
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. January 1995 - January 2014
Trinzic (AICorp) June 1989 - July 1994
Cullinet Software 1980 - 1989
Education
Mount Holyoke College 1964 — 1968
BA, Latin
Ashu Arora Ashu Arora's Ameriprise Financial Services, Inc. Experience February 2010 - August 2012
Job IT Program Manager at UnitedHealth GroupOptum Insight
Industry Information Technology and Services
Experience
UnitedHealth Group- Optum Insight July 2014 - Present
Infosys Public Services August 2012 - Present
Infosys Public Services April 2014 - July 2014
Syntel February 2010 - August 2012
Ameriprise Financial Services, Inc. February 2010 - August 2012
Infosys September 2003 - February 2010
Infosys Technologies Limited 2003 - February 2010
Pfizer Pharmaceuticals 2005 - 2010
GE Capital September 2000 - September 2003
Skills
Lifesciences, Global Delivery, SDLC, Software Project..., Program Management, Business Analysis, IT Strategy, Requirements Analysis, Vendor Management, Pre-sales, Resource Management, Project Portfolio..., Management, Project Management, Six Sigma, Requirements Gathering
Education
Nagpur University 1989 — 1993
BE, Electronics Design & Technology
UnitedHealth Group- Optum Insight July 2014 - Present
Infosys Public Services August 2012 - Present
Infosys Public Services April 2014 - July 2014
Syntel February 2010 - August 2012
Ameriprise Financial Services, Inc. February 2010 - August 2012
Infosys September 2003 - February 2010
Infosys Technologies Limited 2003 - February 2010
Pfizer Pharmaceuticals 2005 - 2010
GE Capital September 2000 - September 2003
Skills
Lifesciences, Global Delivery, SDLC, Software Project..., Program Management, Business Analysis, IT Strategy, Requirements Analysis, Vendor Management, Pre-sales, Resource Management, Project Portfolio..., Management, Project Management, Six Sigma, Requirements Gathering
Education
Nagpur University 1989 — 1993
BE, Electronics Design & Technology
Adam Yakubec, CRPC® Adam Yakubec, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job Operations Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Financial Services, Inc. July 2005 - January 2010
Merrill Lynch June 2000 - July 2005
Gotham, Inc. July 1999 - May 2000
The Clayman Realty Group March 1994 - May 1999
Education
New York University 1993 — 1997
Bachelor of Arts, Business Management
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Financial Services, Inc. July 2005 - January 2010
Merrill Lynch June 2000 - July 2005
Gotham, Inc. July 1999 - May 2000
The Clayman Realty Group March 1994 - May 1999
Education
New York University 1993 — 1997
Bachelor of Arts, Business Management
Courtney Yartz's Ameriprise Financial Services, Inc. Experience 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2009 - Present
Education
Morehead State University 2005 — 2008
Bachelor’s Degree, Business Administration and Management, General
Christian Academy of Louisville
High School
Ameriprise Financial Services, Inc. 2009 - Present
Education
Morehead State University 2005 — 2008
Bachelor’s Degree, Business Administration and Management, General
Christian Academy of Louisville
High School
Lori Palmer's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Ameriprise Financial Services Brokerage Trades and Money Movement
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Station Casinos, LLC April 2014 - September 2014
Station Casinos September 2013 - May 2014
Station Casinos January 2014 - April 2014
Henderson District Public Libraries August 2012 - September 2013
Big Foot Saw Adapters March 2002 - March 2010
Skills
Casino, Casino Gaming, Gaming Industry, VIP, Poker, Gaming, ACSC, Blackjack, Gaming Law, Roulette, Baccarat, Online Gambling, Player Development, VIP Services, Resorts, Loyalty Programs, Online Gaming, Database Marketing, Hospitality, Loyalty Marketing, Customer Service, Customer Retention, Customer Satisfaction
Education
National American University 2000 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
National American University 2000 — 2013
Associate of Arts and Sciences (A.A.S.), Business Administration
Ameriprise Financial Services, Inc. September 2014 - Present
Station Casinos, LLC April 2014 - September 2014
Station Casinos September 2013 - May 2014
Station Casinos January 2014 - April 2014
Henderson District Public Libraries August 2012 - September 2013
Big Foot Saw Adapters March 2002 - March 2010
Skills
Casino, Casino Gaming, Gaming Industry, VIP, Poker, Gaming, ACSC, Blackjack, Gaming Law, Roulette, Baccarat, Online Gambling, Player Development, VIP Services, Resorts, Loyalty Programs, Online Gaming, Database Marketing, Hospitality, Loyalty Marketing, Customer Service, Customer Retention, Customer Satisfaction
Education
National American University 2000 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
National American University 2000 — 2013
Associate of Arts and Sciences (A.A.S.), Business Administration
Shawn Ewasyshyn's Ameriprise Financial Services, Inc. Experience 2015 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2015 - Present
Great Commission Ministries May 2009 - May 2015
Great Commission Ministries May 2009 - August 2009
Education
Moody Bible Institute 2011 — 2014
Theology/Theological Studies
University of Michigan 2006 — 2010
Bachelor of Science (B.S.E.), Naval Architecture and Marine Engineering
De La Salle Collegiate 2003 — 2006
High School
Ameriprise Financial Services, Inc. 2015 - Present
Great Commission Ministries May 2009 - May 2015
Great Commission Ministries May 2009 - August 2009
Education
Moody Bible Institute 2011 — 2014
Theology/Theological Studies
University of Michigan 2006 — 2010
Bachelor of Science (B.S.E.), Naval Architecture and Marine Engineering
De La Salle Collegiate 2003 — 2006
High School
Brennan Altringer's Ameriprise Financial Services, Inc. Experience May 2012 - July 2012
Job Paid Search & Social Manager at Oregonian Media Group
Industry Marketing and Advertising
Experience
Oregonian Media Group August 2015 - Present
Oregonian Media Group February 2015 - July 2015
TriMark Digital August 2013 - September 2014
Solid Rock September 2011 - May 2013
Ameriprise Financial Services, Inc. May 2012 - July 2012
Starbucks May 2010 - August 2011
George Fox University September 2008 - April 2009
Skills
Leadership, Social Media, Team Building, Passionate about work, Project Management, Communication, Social Networking, Public Speaking, Creativity, Public Relations, Time Management, Web Pages, Training, Youth Ministry, Event Planning, PowerPoint, Leadership Development, PPC, SEM
Education
George Fox University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Multnomah Bible College 2010 — 2010
Bible and Theology, Bible/Biblical Studies
Southridge Highschool 2004 — 2008
High School Diploma, Computer Science
Oregonian Media Group August 2015 - Present
Oregonian Media Group February 2015 - July 2015
TriMark Digital August 2013 - September 2014
Solid Rock September 2011 - May 2013
Ameriprise Financial Services, Inc. May 2012 - July 2012
Starbucks May 2010 - August 2011
George Fox University September 2008 - April 2009
Skills
Leadership, Social Media, Team Building, Passionate about work, Project Management, Communication, Social Networking, Public Speaking, Creativity, Public Relations, Time Management, Web Pages, Training, Youth Ministry, Event Planning, PowerPoint, Leadership Development, PPC, SEM
Education
George Fox University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Multnomah Bible College 2010 — 2010
Bible and Theology, Bible/Biblical Studies
Southridge Highschool 2004 — 2008
High School Diploma, Computer Science
Jonathan Citrin's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Managing Director of CitrinGroup, a financial advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
JonathanCitrin.com July 2004 - Present
CitrinGroup August 2003 - August 2015
Wayne State University School of Business November 2007 - June 2013
Morgan Stanley June 2000 - June 2004
Education
New York University 1998 — 1999
MA, History
Tulane University 1994 — 1998
BA, History
Ameriprise Financial Services, Inc. August 2015 - Present
JonathanCitrin.com July 2004 - Present
CitrinGroup August 2003 - August 2015
Wayne State University School of Business November 2007 - June 2013
Morgan Stanley June 2000 - June 2004
Education
New York University 1998 — 1999
MA, History
Tulane University 1994 — 1998
BA, History
Jason Siegel Jason Siegel's Ameriprise Financial Services, Inc. Experience July 2000 - April 2007
Job Trading Associate at Mitsubishi International
Industry Financial Services
Experience
Mitsubishi International Corporation June 2010 - Present
AXA Equitable January 2008 - April 2008
Courtwright, Munn & Associates May 2007 - July 2007
Ameriprise Financial Services, Inc. July 2000 - April 2007
Education
Montclair State University 1995 — 1999
BS, Management Information Systems
Mitsubishi International Corporation June 2010 - Present
AXA Equitable January 2008 - April 2008
Courtwright, Munn & Associates May 2007 - July 2007
Ameriprise Financial Services, Inc. July 2000 - April 2007
Education
Montclair State University 1995 — 1999
BS, Management Information Systems
Diana Gillette's Ameriprise Financial Services, Inc. Experience January 2015 - May 2015
Job at
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. January 2015 - May 2015
Mount Saint Mary College August 2013 - May 2015
EmblemHealth May 2014 - August 2014
Hudson Valley Parent magazine August 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Editing
Education
Mount Saint Mary College 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General and English
Ameriprise Financial Services, Inc. January 2015 - May 2015
Mount Saint Mary College August 2013 - May 2015
EmblemHealth May 2014 - August 2014
Hudson Valley Parent magazine August 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Editing
Education
Mount Saint Mary College 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General and English
Bradley Bianchi Bradley Bianchi's Ameriprise Financial Services, Inc. Experience October 1996 - October 1999
Job Personal Financial Representative
Industry Financial Services
Experience
Allstate Financial Services, LLC October 2008 - Present
Brenton’s Bar and Grill June 2003 - November 2009
Prudential Financial October 1999 - March 2003
Ameriprise Financial Services, Inc. October 1996 - October 1999
Skills
IRAs, Disability Insurance, Long Term Care Insurance, Series 63, Leadership, Life Insurance, Fixed Annuities, Integrity, Consultative Sales..., Consultative Sales..., Sales, Sales Management, Management, Team Leadership, Leadership Development, Consultative Selling..., Financial Risk, Philanthropy, Board of Director..., Non-profit Board..., Board of Directors..., Restaurant Management, Situational Leadership, Recruiting, Recruitment Training, Acting, Scripting, Annuity Sales, Insurance planning, Asset Protection, Training, Staff Development, Financial Services, Retirement Savings
Education
Montclair State University 1982 — 2006
Bachelor's degree, Broadcasting/Journalism, B+
Life and Health Insurance Licensed, CA and NJ
Middlesex Polytechnic - London England
Overseas Study
Professional Licenses: Series 7, 63, 65 and 24
Allstate Financial Services, LLC October 2008 - Present
Brenton’s Bar and Grill June 2003 - November 2009
Prudential Financial October 1999 - March 2003
Ameriprise Financial Services, Inc. October 1996 - October 1999
Skills
IRAs, Disability Insurance, Long Term Care Insurance, Series 63, Leadership, Life Insurance, Fixed Annuities, Integrity, Consultative Sales..., Consultative Sales..., Sales, Sales Management, Management, Team Leadership, Leadership Development, Consultative Selling..., Financial Risk, Philanthropy, Board of Director..., Non-profit Board..., Board of Directors..., Restaurant Management, Situational Leadership, Recruiting, Recruitment Training, Acting, Scripting, Annuity Sales, Insurance planning, Asset Protection, Training, Staff Development, Financial Services, Retirement Savings
Education
Montclair State University 1982 — 2006
Bachelor's degree, Broadcasting/Journalism, B+
Life and Health Insurance Licensed, CA and NJ
Middlesex Polytechnic - London England
Overseas Study
Professional Licenses: Series 7, 63, 65 and 24
Jennifer Glynis Micale, CFP® Jennifer Glynis Micale, CFP®'s Ameriprise Financial Services, Inc. Experience June 2005 - June 2007
Job Trust Administrator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments November 2012 - March 2015
Wells Fargo Advisors May 2011 - November 2012
Fidelity Investments October 2007 - June 2010
Ameriprise Financial Services, Inc. June 2005 - June 2007
Education
Montclair State University 1998 — 2002
Bachelor of Arts (B.A.)
Fidelity Investments March 2015 - Present
Fidelity Investments November 2012 - March 2015
Wells Fargo Advisors May 2011 - November 2012
Fidelity Investments October 2007 - June 2010
Ameriprise Financial Services, Inc. June 2005 - June 2007
Education
Montclair State University 1998 — 2002
Bachelor of Arts (B.A.)
Hongtao Xu's Ameriprise Financial Services, Inc. Experience October 2007 - April 2009
Job
Industry Information Technology and Services
Experience
Dell Services August 2015 - Present
Tenet Healthcare August 2015 - Present
Dell Services August 2011 - August 2015
Tenet Healthcare August 2011 - August 2015
Intel Security April 2010 - May 2011
Infosys Technologies Ltd. August 2005 - March 2010
Ameriprise Financial Services, Inc. October 2007 - April 2009
Tyler Technologies May 2004 - August 2005
Startup Companies May 2000 - April 2004
Skills
SOA, Enterprise Architecture, Integration, SDLC, Performance Engineering, Solution Architecture
Education
The University of Texas at Dallas 1999 — 2000
MS, Computer Science, 3.9
The University of Texas Southwestern Medical Center at Dallas 1997 — 1998
Cell and Molecular Biology
Nankai University
MS, Molecular Biology
Dell Services August 2015 - Present
Tenet Healthcare August 2015 - Present
Dell Services August 2011 - August 2015
Tenet Healthcare August 2011 - August 2015
Intel Security April 2010 - May 2011
Infosys Technologies Ltd. August 2005 - March 2010
Ameriprise Financial Services, Inc. October 2007 - April 2009
Tyler Technologies May 2004 - August 2005
Startup Companies May 2000 - April 2004
Skills
SOA, Enterprise Architecture, Integration, SDLC, Performance Engineering, Solution Architecture
Education
The University of Texas at Dallas 1999 — 2000
MS, Computer Science, 3.9
The University of Texas Southwestern Medical Center at Dallas 1997 — 1998
Cell and Molecular Biology
Nankai University
MS, Molecular Biology
Sheri Granaroli Sheri Granaroli's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Wells Fargo December 2005 - April 2014
Wells Fargo 1994 - 2005
Skills
Family Finances, Investments, Tax Planning Strategies, College Savings Plans, Cash Flow Management..., Estate Planning..., Insurance, Retirement Planning, Financial Planning
Education
New York Institute of Technology-Old Westbury 1989 — 1993
Bachelor of Science, Business
Ameriprise Financial Services, Inc. April 2014 - Present
Wells Fargo December 2005 - April 2014
Wells Fargo 1994 - 2005
Skills
Family Finances, Investments, Tax Planning Strategies, College Savings Plans, Cash Flow Management..., Estate Planning..., Insurance, Retirement Planning, Financial Planning
Education
New York Institute of Technology-Old Westbury 1989 — 1993
Bachelor of Science, Business
Kathleen Koderick's Ameriprise Financial Services, Inc. Experience April 2007 - Present
Job Surveillance Senior Analyst Surveillance, Reporting and Quality Control at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2007 - Present
Ameriprise Financial Services, Inc. March 2006 - April 2007
Ameriprise Financial Services, Inc. August 2004 - March 2006
Ameriprise Financial Services, Inc. July 2002 - August 2004
Ameriprise Financial Services, Inc. April 2000 - July 2002
Ameriprise Financial Services, Inc. March 1998 - April 2000
Circuit City September 1994 - March 1998
Hancock Fabrics February 1993 - September 1994
Hancock Fabrics March 1985 - February 1993
Skills
Series 7, Mutual Funds, Financial Services, FINRA, Securities, Series 63, Series 24, Risk Based Inspection, Complaint Investigations, Team Leadership, Brokerage, Options, Vendor Management, Equities, Analysis, Compliance, Risk Analysis, Analytical Skills
Education
Mount Mary College
University of Minnesota-Twin Cities
Ameriprise Financial Services, Inc. April 2007 - Present
Ameriprise Financial Services, Inc. March 2006 - April 2007
Ameriprise Financial Services, Inc. August 2004 - March 2006
Ameriprise Financial Services, Inc. July 2002 - August 2004
Ameriprise Financial Services, Inc. April 2000 - July 2002
Ameriprise Financial Services, Inc. March 1998 - April 2000
Circuit City September 1994 - March 1998
Hancock Fabrics February 1993 - September 1994
Hancock Fabrics March 1985 - February 1993
Skills
Series 7, Mutual Funds, Financial Services, FINRA, Securities, Series 63, Series 24, Risk Based Inspection, Complaint Investigations, Team Leadership, Brokerage, Options, Vendor Management, Equities, Analysis, Compliance, Risk Analysis, Analytical Skills
Education
Mount Mary College
University of Minnesota-Twin Cities
Charles Bliayang Charles Bliayang's Ameriprise Financial Services, Inc. Experience December 1999 - November 2004
Job Senior Lead PC/LAN Analyst
Industry Financial Services
Experience
Wells Fargo Financial November 2005 - Present
Ameriprise Financial Services, Inc. December 1999 - November 2004
Skills
ITIL, Windows 7, Leadership, Active Directory, Netbackup, Microsoft Server Support, Ubuntu 9.10, Microsoft Server..., wmware, Microsoft Windows..., Method 1, Workflow, Implementation Planning, Windows Server, VMware, SDLC, Integration, Disaster Recovery, Process Improvement, Program Management, Visio
Education
National American University-Roseville 2006 — 2011
BS, IT Emphasis on Network Management
National American University
BS, Information Technology
Wells Fargo Financial November 2005 - Present
Ameriprise Financial Services, Inc. December 1999 - November 2004
Skills
ITIL, Windows 7, Leadership, Active Directory, Netbackup, Microsoft Server Support, Ubuntu 9.10, Microsoft Server..., wmware, Microsoft Windows..., Method 1, Workflow, Implementation Planning, Windows Server, VMware, SDLC, Integration, Disaster Recovery, Process Improvement, Program Management, Visio
Education
National American University-Roseville 2006 — 2011
BS, IT Emphasis on Network Management
National American University
BS, Information Technology
Alexis Gerasimow's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Sr. Field Assistant to Atlantic Region Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial Services, Inc. February 2010 - June 2013
Ameriprise Financial Services, Inc. January 2007 - February 2010
Ameriprise Financial Services, Inc. August 2007 - February 2009
Skills
Recruiting, Mutual Funds, Leadership, Microsoft Excel, Marketing, Retirement Planning, Financial Planning, Investments, Salesforce.com, Training, Wealth Management, Financial Services, Management, Insurance, Finance, Intercall, WebEx
Education
Berkeley College, Woodland Park 2001 — 2002
Fashion Marketing
Montclair State University 1999 — 2001
English/Literature
School
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial Services, Inc. February 2010 - June 2013
Ameriprise Financial Services, Inc. January 2007 - February 2010
Ameriprise Financial Services, Inc. August 2007 - February 2009
Skills
Recruiting, Mutual Funds, Leadership, Microsoft Excel, Marketing, Retirement Planning, Financial Planning, Investments, Salesforce.com, Training, Wealth Management, Financial Services, Management, Insurance, Finance, Intercall, WebEx
Education
Berkeley College, Woodland Park 2001 — 2002
Fashion Marketing
Montclair State University 1999 — 2001
English/Literature
School
John D. Morris, CFP® John D. Morris, CFP®'s Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors January 2006 - January 2009
Edward Jones July 2002 - January 2006
Fidelity Investments November 2000 - July 2002
Education
Kaplan Schweser 2010 — 2011
CFP®, Financial Planning and Services
Muskingum College 1996 — 2000
B.A, Political Science & Communications
Maysville High School--Zanesville, OH 1992 — 1996
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors January 2006 - January 2009
Edward Jones July 2002 - January 2006
Fidelity Investments November 2000 - July 2002
Education
Kaplan Schweser 2010 — 2011
CFP®, Financial Planning and Services
Muskingum College 1996 — 2000
B.A, Political Science & Communications
Maysville High School--Zanesville, OH 1992 — 1996
Christine (Heroux) Douglass, MBEC's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - May 2014
Ameriprise Financial Services, Inc. October 2012 - June 2013
The Village Bank June 2011 - August 2012
The Village Bank July 2010 - June 2011
Skills
Financial Planning, Securities, Banking, Bank Secrecy Act, Strategic Financial..., Customer Relations, Risk Management, Commercial Lending, Customer Service, PowerPoint, AML, Financial Services, Fraud, Credit, Outlook, Policy, Compliance, Banking Law, Excel, Microsoft Office, Word, Problem Solving, Retail, Teamwork, Risk Assessment, Retail Banking, OFAC, Financial Institutions, Telephone Skills, Financial Risk
Education
New England College of Business and Finance 2012 — 2013
Master of Business Ethics and Compliance, Compliance
Newbury College 2005 — 2012
Bachelor of Science, Criminal Justice
UMass Boston 2006 — 2007
Criminal Justice, Criminal Justice/Law Enforcement Administration
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - May 2014
Ameriprise Financial Services, Inc. October 2012 - June 2013
The Village Bank June 2011 - August 2012
The Village Bank July 2010 - June 2011
Skills
Financial Planning, Securities, Banking, Bank Secrecy Act, Strategic Financial..., Customer Relations, Risk Management, Commercial Lending, Customer Service, PowerPoint, AML, Financial Services, Fraud, Credit, Outlook, Policy, Compliance, Banking Law, Excel, Microsoft Office, Word, Problem Solving, Retail, Teamwork, Risk Assessment, Retail Banking, OFAC, Financial Institutions, Telephone Skills, Financial Risk
Education
New England College of Business and Finance 2012 — 2013
Master of Business Ethics and Compliance, Compliance
Newbury College 2005 — 2012
Bachelor of Science, Criminal Justice
UMass Boston 2006 — 2007
Criminal Justice, Criminal Justice/Law Enforcement Administration
Tylor Toll's Ameriprise Financial Services, Inc. Experience September 2004 - August 2008
Job Hospitality & Outreach Associate at IMG Academy
Industry Sports
Experience
IMG Academy June 2014 - Present
The Madison Square Garden Company January 2014 - May 2014
NFL Alumni Association February 2014 - February 2014
Style House PR January 2013 - April 2013
Burson-Marsteller June 2012 - October 2012
Midtown Marketing Group Inc. January 2012 - April 2012
Zoey's Cafe and All Natural Ice Cream April 2010 - November 2011
Edible Arrangements November 2007 - December 2010
Big City Burritos June 2005 - September 2009
Ameriprise Financial Services, Inc. September 2004 - August 2008
Skills
Human Relations, Organizing, Social Interactions, Connectivity, Internal Communications, Crisis Communications, Interpersonal..., Corporate Communications, People Skills, Publicity, Marketing, Strategy, Public Relations, Press Releases, Time Management, Customer Service, Facebook
Education
New York University 2012 — 2014
Master's degree, Public Relations & Corporate Communication
Southern Oregon University 2009 — 2012
Bachelor of Science (B.S.), Communications, Human emphasis
IMG Academy June 2014 - Present
The Madison Square Garden Company January 2014 - May 2014
NFL Alumni Association February 2014 - February 2014
Style House PR January 2013 - April 2013
Burson-Marsteller June 2012 - October 2012
Midtown Marketing Group Inc. January 2012 - April 2012
Zoey's Cafe and All Natural Ice Cream April 2010 - November 2011
Edible Arrangements November 2007 - December 2010
Big City Burritos June 2005 - September 2009
Ameriprise Financial Services, Inc. September 2004 - August 2008
Skills
Human Relations, Organizing, Social Interactions, Connectivity, Internal Communications, Crisis Communications, Interpersonal..., Corporate Communications, People Skills, Publicity, Marketing, Strategy, Public Relations, Press Releases, Time Management, Customer Service, Facebook
Education
New York University 2012 — 2014
Master's degree, Public Relations & Corporate Communication
Southern Oregon University 2009 — 2012
Bachelor of Science (B.S.), Communications, Human emphasis
Monica Wylie Monica Wylie's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
RBC Wealth Management 2006 - 2013
Hiway Federal Credit Union November 2001 - June 2006
Skills
Clerical Skills, Administrative..., Customer Service, Administrative Work, Data Entry, Office Administration, Outlook, Finance, Spreadsheets, Call Centers, Microsoft Excel
Education
National American University-Roseville 2009 — 2010
Rasmussen College-Minnesota 2000 — 2000
Ameriprise Financial Services, Inc. May 2014 - Present
RBC Wealth Management 2006 - 2013
Hiway Federal Credit Union November 2001 - June 2006
Skills
Clerical Skills, Administrative..., Customer Service, Administrative Work, Data Entry, Office Administration, Outlook, Finance, Spreadsheets, Call Centers, Microsoft Excel
Education
National American University-Roseville 2009 — 2010
Rasmussen College-Minnesota 2000 — 2000
Sarah Spartz Sarah Spartz's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. April 2012 - January 2013
Ameriprise Financial Services, Inc. March 2004 - April 2012
Education
Morningside College 2005 — 2008
Bachelor of Music, Piano Performance
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. April 2012 - January 2013
Ameriprise Financial Services, Inc. March 2004 - April 2012
Education
Morningside College 2005 — 2008
Bachelor of Music, Piano Performance
Emily Nabasny Emily Nabasny's Ameriprise Financial Services, Inc. Experience June 2012 - May 2013
Job Audiovisual Conservation Contractor
Industry Motion Pictures and Film
Experience
Smithsonian Institution, Hirshhorn Museum and Sculpture Garden February 2015 - Present
JDC August 2014 - October 2014
Dance Heritage Coalition September 2014 - September 2014
New York University June 2014 - August 2014
American Museum of Natural History August 2013 - August 2014
Association of Moving Image Archivists Student Chapter at NYU January 2013 - May 2014
American Museum of Natural History January 2014 - March 2014
Major League Baseball Productions May 2013 - August 2013
New York Women in Film & Television January 2013 - May 2013
Ameriprise Financial Services, Inc. June 2012 - May 2013
Skills
Archival Preservation, Digital Preservation, Video Preservation, Film Preservation, Cataloging, Metadata, Film Studies, PowerPoint, Microsoft Word, Editing, Digital Photography, Microsoft Excel, Library, Photography
Education
New York University 2012 — 2014
Master of Arts (M.A.), Moving Image Archiving and Preservation
University of Pittsburgh 2008 — 2012
BA, English Writing, Film Studies
Pennsbury High School 2004 — 2008
Smithsonian Institution, Hirshhorn Museum and Sculpture Garden February 2015 - Present
JDC August 2014 - October 2014
Dance Heritage Coalition September 2014 - September 2014
New York University June 2014 - August 2014
American Museum of Natural History August 2013 - August 2014
Association of Moving Image Archivists Student Chapter at NYU January 2013 - May 2014
American Museum of Natural History January 2014 - March 2014
Major League Baseball Productions May 2013 - August 2013
New York Women in Film & Television January 2013 - May 2013
Ameriprise Financial Services, Inc. June 2012 - May 2013
Skills
Archival Preservation, Digital Preservation, Video Preservation, Film Preservation, Cataloging, Metadata, Film Studies, PowerPoint, Microsoft Word, Editing, Digital Photography, Microsoft Excel, Library, Photography
Education
New York University 2012 — 2014
Master of Arts (M.A.), Moving Image Archiving and Preservation
University of Pittsburgh 2008 — 2012
BA, English Writing, Film Studies
Pennsbury High School 2004 — 2008
Justin Cannon Justin Cannon's Ameriprise Financial Services, Inc. Experience March 2009 - December 2009
Job Business Development Manager at CareerBuilder.com
Industry Staffing and Recruiting
Experience
CareerBuilder.com April 2015 - Present
CareerBuilder.com July 2014 - April 2015
CareerBuilder.com May 2013 - July 2014
CareerBuilder.com January 2012 - April 2013
Maxim Healthcare Services January 2010 - January 2012
Ameriprise Financial Services, Inc. March 2009 - December 2009
Galway Tour Company April 2008 - September 2008
McMillin Financial Agency May 2007 - August 2007
Vector Marketing May 2005 - September 2006
Skills
Recruiting, Customer Service, Human Resources, Direct Sales, Account Management, Cold Calling, Sales Management, New Business Development, Marketing, Sales, Sales Presentations, Sales Process, Negotiation, Didgeridoo, Advertising, CRM, Lead Generation, Salesforce.com, Building Relationships, B2B, Customer Retention
Education
University of Iowa 2004 — 2008
Bachelor of Business Administration, Finance
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BS, Finance
National University of Ireland, Galway 2007 — 2007
Bachelor of Business Administration (BBA), Finance, General
Lyons Township 2000 — 2004
CareerBuilder.com April 2015 - Present
CareerBuilder.com July 2014 - April 2015
CareerBuilder.com May 2013 - July 2014
CareerBuilder.com January 2012 - April 2013
Maxim Healthcare Services January 2010 - January 2012
Ameriprise Financial Services, Inc. March 2009 - December 2009
Galway Tour Company April 2008 - September 2008
McMillin Financial Agency May 2007 - August 2007
Vector Marketing May 2005 - September 2006
Skills
Recruiting, Customer Service, Human Resources, Direct Sales, Account Management, Cold Calling, Sales Management, New Business Development, Marketing, Sales, Sales Presentations, Sales Process, Negotiation, Didgeridoo, Advertising, CRM, Lead Generation, Salesforce.com, Building Relationships, B2B, Customer Retention
Education
University of Iowa 2004 — 2008
Bachelor of Business Administration, Finance
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BS, Finance
National University of Ireland, Galway 2007 — 2007
Bachelor of Business Administration (BBA), Finance, General
Lyons Township 2000 — 2004
Hari Hara Kumar's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job TOGAF 9 Certified Solutions Architect, Technology Strategy and Architecture at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - December 2014
Target April 2009 - May 2011
Target April 2007 - May 2009
BI Worldwide 2006 - March 2007
BI WORLDWIDE 2002 - 2007
Tech-Pro, Inc August 1995 - June 2002
Skills
System Architecture, Modeling, System Design, Architecture, IT Strategy, Requirements Analysis, Business Intelligence, PeopleSoft, Integration, Enterprise Software, Analytics, Data Warehousing, Oracle, Databases, CRM, Program Management, ERP, Architectures, Project Management, Vendor Management, Strategy, Enterprise Architecture, SDLC
Education
University of St. Thomas
M.S., Software Engineering
National Institute of Information Technology
Systems Management
Osmania University
B.Sc., Physics, Mathematics and Chemistry
Loyola Academy
Intermediate Education, Physics, Mathematics & Chemistry
St. Patrick's High School
SSC, Physics, Mathematics, Chemistry, Social Studies, Hindi, Telugu
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - December 2014
Target April 2009 - May 2011
Target April 2007 - May 2009
BI Worldwide 2006 - March 2007
BI WORLDWIDE 2002 - 2007
Tech-Pro, Inc August 1995 - June 2002
Skills
System Architecture, Modeling, System Design, Architecture, IT Strategy, Requirements Analysis, Business Intelligence, PeopleSoft, Integration, Enterprise Software, Analytics, Data Warehousing, Oracle, Databases, CRM, Program Management, ERP, Architectures, Project Management, Vendor Management, Strategy, Enterprise Architecture, SDLC
Education
University of St. Thomas
M.S., Software Engineering
National Institute of Information Technology
Systems Management
Osmania University
B.Sc., Physics, Mathematics and Chemistry
Loyola Academy
Intermediate Education, Physics, Mathematics & Chemistry
St. Patrick's High School
SSC, Physics, Mathematics, Chemistry, Social Studies, Hindi, Telugu
Jenna M. Campbell's Ameriprise Financial Services, Inc. Experience June 2011 - August 2011
Job
Industry Writing and Editing
Experience
Avionte Staffing Software September 2012 - June 2014
Avanade, Inc. April 2012 - September 2012
Ever BE Magazine August 2010 - December 2011
Ameriprise Financial Services, Inc. June 2011 - August 2011
Eau Claire Press Company January 2011 - June 2011
Volume One Magazine August 2009 - December 2009
Skills
Blogging, Social Media, Interviews, Editing, Social Networking, Marketing, Research, Microsoft Office, Event Management, Writing, Management, Marketing Communications, Newsletters, Copy Editing, Wordpress, Recruiting, Microsoft Excel, Time Management, Feature Articles, Video, Sourcing, AP Style, InDesign, Video Editing, Sales, Creative Writing, Social Media Marketing, Magazines, Facebook, Video Production, Editorial, MS Office Suite, Dreamweaver, Corporate Branding, Coordinating Events, Talent Acquisition, Website Promotion, Adobe Creative Suite, Branding & Identity, Content Curation, Content Marketing
Education
University of Wisconsin-Eau Claire 2007 — 2011
Bachelor of Arts, journalism, creative writing, global studies
Murdoch University 2010 — 2010
Study Abroad program, Australia (Perth), Journalism
Eastview
Avionte Staffing Software September 2012 - June 2014
Avanade, Inc. April 2012 - September 2012
Ever BE Magazine August 2010 - December 2011
Ameriprise Financial Services, Inc. June 2011 - August 2011
Eau Claire Press Company January 2011 - June 2011
Volume One Magazine August 2009 - December 2009
Skills
Blogging, Social Media, Interviews, Editing, Social Networking, Marketing, Research, Microsoft Office, Event Management, Writing, Management, Marketing Communications, Newsletters, Copy Editing, Wordpress, Recruiting, Microsoft Excel, Time Management, Feature Articles, Video, Sourcing, AP Style, InDesign, Video Editing, Sales, Creative Writing, Social Media Marketing, Magazines, Facebook, Video Production, Editorial, MS Office Suite, Dreamweaver, Corporate Branding, Coordinating Events, Talent Acquisition, Website Promotion, Adobe Creative Suite, Branding & Identity, Content Curation, Content Marketing
Education
University of Wisconsin-Eau Claire 2007 — 2011
Bachelor of Arts, journalism, creative writing, global studies
Murdoch University 2010 — 2010
Study Abroad program, Australia (Perth), Journalism
Eastview
Chad E Wolfson Chad E Wolfson's Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Financial Advisor with the practice of Joanne Reilly
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. 1998 - Present
Education
New England College 1993 — 1996
Bachelor's, Finance
Ameriprise Financial Services, Inc. 1998 - Present
Education
New England College 1993 — 1996
Bachelor's, Finance
Raina Gless Raina Gless's Ameriprise Financial Services, Inc. Experience December 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 1999 - Present
Ameriprise Financial Services, Inc. December 1998 - Present
American Airlines May 1991 - August 1997
Education
Nassau Community College 1984 — 1987
Associate of Arts and Sciences (AAS), Hotel/Motel Administration/Management
Syosset High School 1980 — 1984
Syosset High School
Ameriprise Financial 1999 - Present
Ameriprise Financial Services, Inc. December 1998 - Present
American Airlines May 1991 - August 1997
Education
Nassau Community College 1984 — 1987
Associate of Arts and Sciences (AAS), Hotel/Motel Administration/Management
Syosset High School 1980 — 1984
Syosset High School
Michael Giacobbe Michael Giacobbe's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Wealth Management Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
The Lemon Ice King May 2015 - Present
Ameriprise Financial Services, Inc. April 2015 - Present
Brookville Capital Partners LLC June 2014 - August 2014
Finish Line Collision June 2010 - September 2012
The Feinstein Institute for Medical Research June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Project Management, Public Speaking, Python, Microsoft Word, Management, Microsoft Office, Windows, Social Media, Data Analysis, Research, Teamwork, Leadership, Event Planning, Customer Service, Social Networking, Marketing
Education
New York University 2012 — 2016
Bachelor's Degree, Economics
Portledge School 2010 — 2012
High School, General Studies, ACT Score: 32
Saint Anthony's High School 2008 — 2010
General Studies
The Lemon Ice King May 2015 - Present
Ameriprise Financial Services, Inc. April 2015 - Present
Brookville Capital Partners LLC June 2014 - August 2014
Finish Line Collision June 2010 - September 2012
The Feinstein Institute for Medical Research June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Project Management, Public Speaking, Python, Microsoft Word, Management, Microsoft Office, Windows, Social Media, Data Analysis, Research, Teamwork, Leadership, Event Planning, Customer Service, Social Networking, Marketing
Education
New York University 2012 — 2016
Bachelor's Degree, Economics
Portledge School 2010 — 2012
High School, General Studies, ACT Score: 32
Saint Anthony's High School 2008 — 2010
General Studies
Alison Chang's Ameriprise Financial Services, Inc. Experience October 2011 - May 2015
Job Vice President, Segment Marketing at Pershing, a BNY Mellon company
Industry Marketing and Advertising
Experience
Pershing, a BNY Mellon company May 2015 - Present
Ameriprise Financial Services, Inc. October 2011 - May 2015
Ameriprise Financial Services, Inc. December 2007 - September 2011
Ameriprise Financial Services, Inc. March 2006 - November 2007
BrownCo, Brokerage Service of JPMorgan Asset Management April 2003 - February 2006
Skills
Advertising, Direct Marketing, Marketing, Brand Management, Creative Strategy, Email Marketing, Marketing Strategy, Sponsorship, Strategic Planning, Financial Services, Search Engine Marketing, Digital Marketing, Media Strategy, Social Media Marketing, ROI Optimization, Production Planning, Budget Management
Education
Montclair State University 1990 — 1994
Bachelor of Science, Marketing and Management, with a concentration in Advertising
Pershing, a BNY Mellon company May 2015 - Present
Ameriprise Financial Services, Inc. October 2011 - May 2015
Ameriprise Financial Services, Inc. December 2007 - September 2011
Ameriprise Financial Services, Inc. March 2006 - November 2007
BrownCo, Brokerage Service of JPMorgan Asset Management April 2003 - February 2006
Skills
Advertising, Direct Marketing, Marketing, Brand Management, Creative Strategy, Email Marketing, Marketing Strategy, Sponsorship, Strategic Planning, Financial Services, Search Engine Marketing, Digital Marketing, Media Strategy, Social Media Marketing, ROI Optimization, Production Planning, Budget Management
Education
Montclair State University 1990 — 1994
Bachelor of Science, Marketing and Management, with a concentration in Advertising
John R. Soward's Ameriprise Financial Services, Inc. Experience December 2009 - Present
Job CPA, CFP
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. December 2009 - Present
Waddell & Reed February 2003 - December 2009
Sony Pictures Entertainment February 1996 - June 1998
KPMG October 1993 - February 1996
Education
University of Southern California - Marshall School of Business 1991 — 1993
B.S., Accounting
Mt. San Antonio College 1988 — 1990
A.A., Liberal Arts
Ameriprise Financial Services, Inc. December 2009 - Present
Waddell & Reed February 2003 - December 2009
Sony Pictures Entertainment February 1996 - June 1998
KPMG October 1993 - February 1996
Education
University of Southern California - Marshall School of Business 1991 — 1993
B.S., Accounting
Mt. San Antonio College 1988 — 1990
A.A., Liberal Arts
John A. Calhoun's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Wells Fargo Advisors, LLC May 2004 - April 2012
Merrill Lynch & Co. July 1994 - May 2004
Skills
Investments, Finance, Wealth Management, Retirement Planning, Asset Allocation, Financial Planning, Management, Investment Advisory, Retirement, Leadership
Education
Morehouse College 1986 — 1990
B.A. Degree, Political Science/ Business Administration
Ameriprise Financial Services, Inc. April 2012 - Present
Wells Fargo Advisors, LLC May 2004 - April 2012
Merrill Lynch & Co. July 1994 - May 2004
Skills
Investments, Finance, Wealth Management, Retirement Planning, Asset Allocation, Financial Planning, Management, Investment Advisory, Retirement, Leadership
Education
Morehouse College 1986 — 1990
B.A. Degree, Political Science/ Business Administration
Matthew D. Sams, CFP, ChFC, CLU, MSM's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Investment Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Amerprise Financial July 1997 - June 2014
Skills
Saving for Education, Retirement Planning, Series 7, Wealth Management, 401k Rollovers, Asset Allocation, Retirement, Investment Advisory, Financial Advisory, Mutual Funds, Series 63, Strategic Financial..., Estate Planning, Financial Goals, Investment Strategies, Investments, IRAs, Fixed Annuities
Education
National Louis University 1995 — 1999
MSM, Management
University of Central Florida 1988 — 1993
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. June 2014 - Present
Amerprise Financial July 1997 - June 2014
Skills
Saving for Education, Retirement Planning, Series 7, Wealth Management, 401k Rollovers, Asset Allocation, Retirement, Investment Advisory, Financial Advisory, Mutual Funds, Series 63, Strategic Financial..., Estate Planning, Financial Goals, Investment Strategies, Investments, IRAs, Fixed Annuities
Education
National Louis University 1995 — 1999
MSM, Management
University of Central Florida 1988 — 1993
Bachelor of Science (B.S.), Finance
Abhinesh Sikka's Ameriprise Financial Services, Inc. Experience 2007 - 2008
Job Senior Technical Associate at Trilogy / Versata
Industry Computer Software
Experience
Trilogy / Versata 2008 - Present
Ameriprise Financial Services, Inc. 2007 - 2008
Trilogy 2006 - 2007
Trilogy 2005 - 2006
Trilogy June 2004 - August 2004
Intersolutions Pvt Ltd May 2003 - July 2003
Skills
Agile Methodologies, Java, Java Enterprise Edition, Management, Web Services, Software Development
Education
National Institute of Technology Tiruchirappalli 2002 — 2005
Rosary Senior Secondary School, Delhi
Trilogy / Versata 2008 - Present
Ameriprise Financial Services, Inc. 2007 - 2008
Trilogy 2006 - 2007
Trilogy 2005 - 2006
Trilogy June 2004 - August 2004
Intersolutions Pvt Ltd May 2003 - July 2003
Skills
Agile Methodologies, Java, Java Enterprise Edition, Management, Web Services, Software Development
Education
National Institute of Technology Tiruchirappalli 2002 — 2005
Rosary Senior Secondary School, Delhi
Kaushik Bhattacharya's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Solution Architect Consultant at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Wells Fargo Advisors March 2014 - May 2015
General Mills January 2014 - March 2014
McGladrey June 2013 - December 2013
Cetera Financial Group May 2012 - May 2013
XCEL ENERGY January 2012 - May 2012
OptumInsight August 2011 - January 2012
Blue Cross Blue Shield of Iowa September 2010 - August 2011
UnitedHealth Group November 2009 - August 2010
Wells Fargo November 2008 - November 2009
Skills
Technology Management, MVVM and Knockout..., .NET MVC4, UX design Pattern, Microsoft CRM, salesforce, Apex Data Loader, Microsoft SQL Server, Oracle Applications, jQuery, Java, IBM Cast Iron Studio, TIBCO COMPOSITE STUDIO
Education
New York Institute of Technology-Old Westbury 2003 — 2005
MS, Computer Science With Distinction
New York 2001 — 2002
New York University
Ameriprise Financial Services, Inc. June 2015 - Present
Wells Fargo Advisors March 2014 - May 2015
General Mills January 2014 - March 2014
McGladrey June 2013 - December 2013
Cetera Financial Group May 2012 - May 2013
XCEL ENERGY January 2012 - May 2012
OptumInsight August 2011 - January 2012
Blue Cross Blue Shield of Iowa September 2010 - August 2011
UnitedHealth Group November 2009 - August 2010
Wells Fargo November 2008 - November 2009
Skills
Technology Management, MVVM and Knockout..., .NET MVC4, UX design Pattern, Microsoft CRM, salesforce, Apex Data Loader, Microsoft SQL Server, Oracle Applications, jQuery, Java, IBM Cast Iron Studio, TIBCO COMPOSITE STUDIO
Education
New York Institute of Technology-Old Westbury 2003 — 2005
MS, Computer Science With Distinction
New York 2001 — 2002
New York University
Amy Cheng Valentine, CFA (鄭佳雯)'s Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Wealth management professional
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Charles Schwab Investment Management July 2011 - January 2014
RMS Management Company, Forest City Enterprises, Inc July 2008 - August 2010
CFA Society of Cleveland 2010 - 2010
Forest City Enterprises / Commercial Development March 2004 - May 2007
Forest City Enterprises / Land Development December 2002 - March 2004
Metrobank July 2000 - September 2000
National Taiwan University July 1998 - June 1999
Citibank June 1997 - June 1999
Skills
Portfolio Management, Financial Modeling, Asset Managment, Due Diligence, Financial Analysis, Real Estate Development, Valuation, Investments, Asset Management, Finance, Market Research, Competitive Analysis, Private Equity, Strategic Planning, Corporate Finance, Risk Management
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2002
MBA, Finance and Banking
National Taiwan University 1992 — 1997
B.A., Ecnomics
Taipei First Girls' High School 1989 — 1992
Ameriprise Financial Services, Inc. February 2014 - Present
Charles Schwab Investment Management July 2011 - January 2014
RMS Management Company, Forest City Enterprises, Inc July 2008 - August 2010
CFA Society of Cleveland 2010 - 2010
Forest City Enterprises / Commercial Development March 2004 - May 2007
Forest City Enterprises / Land Development December 2002 - March 2004
Metrobank July 2000 - September 2000
National Taiwan University July 1998 - June 1999
Citibank June 1997 - June 1999
Skills
Portfolio Management, Financial Modeling, Asset Managment, Due Diligence, Financial Analysis, Real Estate Development, Valuation, Investments, Asset Management, Finance, Market Research, Competitive Analysis, Private Equity, Strategic Planning, Corporate Finance, Risk Management
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2002
MBA, Finance and Banking
National Taiwan University 1992 — 1997
B.A., Ecnomics
Taipei First Girls' High School 1989 — 1992
Jeffery J Sutton, MBA, CIMA®, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience September 2004 - Present
Job Sutton, Benning, and Mancell, a financial advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2004 - Present
Education
University of Pennsylvania - The Wharton School
Executive Education Program, IMCA Certified Investment Management Analyst Program
University of Colorado at Denver
Master of Business Administration (MBA), International Business and Entrepreneurship
New York University
Bachelor of Arts (BA), Psychology and History
Ameriprise Financial Services, Inc. September 2004 - Present
Education
University of Pennsylvania - The Wharton School
Executive Education Program, IMCA Certified Investment Management Analyst Program
University of Colorado at Denver
Master of Business Administration (MBA), International Business and Entrepreneurship
New York University
Bachelor of Arts (BA), Psychology and History
Michael Liguori's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
J.P. Morgan Securities LLC August 2009 - December 2013
Goldman Sachs- SLK Specialist 1987 - 2007
Skills
Investments, Series 7, Securities
Education
SUNY Old Westbury
Computer Science
Nassau Community College 1979 — 1982
associate, computer science
Ameriprise Financial Services, Inc. December 2013 - Present
J.P. Morgan Securities LLC August 2009 - December 2013
Goldman Sachs- SLK Specialist 1987 - 2007
Skills
Investments, Series 7, Securities
Education
SUNY Old Westbury
Computer Science
Nassau Community College 1979 — 1982
associate, computer science
Eric Jackson's Ameriprise Financial Services, Inc. Experience January 2007 - January 2008
Job Business Development Manager at Guaranty Bank FSB
Industry Financial Services
Experience
Guaranty Bank FSB March 2014 - Present
Business & Financial Consulting Group January 2008 - Present
Ameriprise Financial Services, Inc. January 2007 - January 2008
RBC January 2006 - January 2007
Wachovia, A Wells Fargo Company January 2000 - January 2006
Merrill Lynch January 1998 - January 2000
MBNA Marketing Systems (Bank of America January 1993 - January 1998
Skills
Wealth Management, Business Development, Retirement Planning, Loans, Investments, Business Planning, Credit Cards, Banking, Strategic Financial...
Education
Morehouse College 1988 — 1993
B.A., Business Administration (Marketing)
Guaranty Bank FSB March 2014 - Present
Business & Financial Consulting Group January 2008 - Present
Ameriprise Financial Services, Inc. January 2007 - January 2008
RBC January 2006 - January 2007
Wachovia, A Wells Fargo Company January 2000 - January 2006
Merrill Lynch January 1998 - January 2000
MBNA Marketing Systems (Bank of America January 1993 - January 1998
Skills
Wealth Management, Business Development, Retirement Planning, Loans, Investments, Business Planning, Credit Cards, Banking, Strategic Financial...
Education
Morehouse College 1988 — 1993
B.A., Business Administration (Marketing)
Debra Noble, CFP®'s Ameriprise Financial Services, Inc. Experience December 2009 - April 2010
Job Assistant Vice President, Financial Planning
Industry Financial Services
Experience
Lenox Advisors April 2013 - Present
Lenox Advisors April 2010 - March 2013
Ameriprise Financial Services, Inc. December 2009 - April 2010
FRIENDS OF ISLAND ACADEMY January 2009 - December 2009
J.P. Morgan November 2006 - October 2008
SMITH BARNEY May 2004 - November 2006
UBS FINANCIAL SERVICES INC September 2002 - May 2004
Skills
Series 7, Strategic Financial..., Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Estate Planning, Securities, Financial Planners, Financial Advisory, FINRA, Alternative Investments, Uniform Combined State..., Equities, Series 65, Financial Services, Wealth Management..., Hedge Funds, Retirement, Asset Management, 401k, Finance, Investment Advisory, Portfolio Management, Disability Insurance, Investment Strategies, Investment Management, Life Insurance, Long-term Care
Education
Moravian College 1998 — 2002
BA, Economics
Lenox Advisors April 2013 - Present
Lenox Advisors April 2010 - March 2013
Ameriprise Financial Services, Inc. December 2009 - April 2010
FRIENDS OF ISLAND ACADEMY January 2009 - December 2009
J.P. Morgan November 2006 - October 2008
SMITH BARNEY May 2004 - November 2006
UBS FINANCIAL SERVICES INC September 2002 - May 2004
Skills
Series 7, Strategic Financial..., Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Estate Planning, Securities, Financial Planners, Financial Advisory, FINRA, Alternative Investments, Uniform Combined State..., Equities, Series 65, Financial Services, Wealth Management..., Hedge Funds, Retirement, Asset Management, 401k, Finance, Investment Advisory, Portfolio Management, Disability Insurance, Investment Strategies, Investment Management, Life Insurance, Long-term Care
Education
Moravian College 1998 — 2002
BA, Economics
Stephen Pietsch's Ameriprise Financial Services, Inc. Experience August 2007 - August 2008
Job Sales
Industry Telecommunications
Experience
T-Mobile August 2008 - August 2013
Ameriprise Financial Services, Inc. August 2007 - August 2008
Skills
Telecommunications, B2B, Salesforce.com, Call Centers, Sales Process, Strategic Partnerships, VoIP, CRM, Product Management, Unified Communications, Selling
Education
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Nankai University
Certificate of Studies, Chinese Language and Literature
T-Mobile August 2008 - August 2013
Ameriprise Financial Services, Inc. August 2007 - August 2008
Skills
Telecommunications, B2B, Salesforce.com, Call Centers, Sales Process, Strategic Partnerships, VoIP, CRM, Product Management, Unified Communications, Selling
Education
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Nankai University
Certificate of Studies, Chinese Language and Literature
Alexandra Woodruff's Ameriprise Financial Services, Inc. Experience September 2006 - December 2006
Job Program Analyst, National Advisory Council at FEMA
Industry Government Administration
Experience
FEMA January 2012 - Present
FEMA October 2013 - February 2014
FEMA January 2010 - January 2012
Touchstone Consulting Group March 2009 - January 2012
General Services Administration June 2009 - February 2010
U.S. Senate January 2009 - March 2009
TD Bank January 2009 - March 2009
Ameriprise Financial Services, Inc. September 2006 - December 2006
Skills
Analysis, Policy Analysis, Public Speaking, Event Planning, Financial Analysis, Strategy, Government, Public Policy, International Relations
Education
National Taiwan University 2007 — 2008
Mandarin Chinese
Smith College 2003 — 2007
BA, Chinese, Economics
FEMA January 2012 - Present
FEMA October 2013 - February 2014
FEMA January 2010 - January 2012
Touchstone Consulting Group March 2009 - January 2012
General Services Administration June 2009 - February 2010
U.S. Senate January 2009 - March 2009
TD Bank January 2009 - March 2009
Ameriprise Financial Services, Inc. September 2006 - December 2006
Skills
Analysis, Policy Analysis, Public Speaking, Event Planning, Financial Analysis, Strategy, Government, Public Policy, International Relations
Education
National Taiwan University 2007 — 2008
Mandarin Chinese
Smith College 2003 — 2007
BA, Chinese, Economics
Kumuda Kanta Mohanty's Ameriprise Financial Services, Inc. Experience April 2007 - September 2011
Job Engagement Manager
Industry Information Technology and Services
Experience
Abbott Nutrition April 2013 - Present
Cognizant Technology Solutions January 2001 - Present
Abbott Vascular September 2011 - April 2013
Ameriprise Financial Services, Inc. April 2007 - September 2011
Schneider National October 2004 - April 2007
Gillette April 2004 - October 2004
Cognizant Technology Solutions 2001 - April 2004
Skills
SDLC, Global Delivery, PMP, Requirements Analysis, Software Project..., Business Analysis, Program Management, Customer Engagement, Relationship Management, Building Relationships, Engagement Management, Strategy, Data Warehousing, Management, Business Intelligence, Solution Architecture, Agile Methodologies, Software Development, IT Strategy, Project Portfolio..., Pre-sales
Education
National Institute of Technology Tiruchirappalli 1998 — 2001
Masters, Computer Application
Orissa University of Agriculture and Technology 1994 — 1997
Bachelor of Science (B.Sc.), Mathematics (Honors)
Abbott Nutrition April 2013 - Present
Cognizant Technology Solutions January 2001 - Present
Abbott Vascular September 2011 - April 2013
Ameriprise Financial Services, Inc. April 2007 - September 2011
Schneider National October 2004 - April 2007
Gillette April 2004 - October 2004
Cognizant Technology Solutions 2001 - April 2004
Skills
SDLC, Global Delivery, PMP, Requirements Analysis, Software Project..., Business Analysis, Program Management, Customer Engagement, Relationship Management, Building Relationships, Engagement Management, Strategy, Data Warehousing, Management, Business Intelligence, Solution Architecture, Agile Methodologies, Software Development, IT Strategy, Project Portfolio..., Pre-sales
Education
National Institute of Technology Tiruchirappalli 1998 — 2001
Masters, Computer Application
Orissa University of Agriculture and Technology 1994 — 1997
Bachelor of Science (B.Sc.), Mathematics (Honors)
Thomas Chuck Williams's Ameriprise Financial Services, Inc. Experience September 1998 - December 2010
Job Professional
Industry Financial Services
Experience
Undisclosed January 2011 - Present
Action In Montgomery 2007 - 2012
Ameriprise Financial Services, Inc. September 1998 - December 2010
Association of African American Financial Advisors 2001 - 2006
Education
New Jersey City University
Economics
Northland College
Music
Snyder High School, Jersey City, NJ
College Preparatory
Undisclosed January 2011 - Present
Action In Montgomery 2007 - 2012
Ameriprise Financial Services, Inc. September 1998 - December 2010
Association of African American Financial Advisors 2001 - 2006
Education
New Jersey City University
Economics
Northland College
Music
Snyder High School, Jersey City, NJ
College Preparatory
Don Spruill, MSM's Ameriprise Financial Services, Inc. Experience January 1995 - Present
Job FINANCIAL ADVISOR at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1995 - Present
US Navy September 1973 - October 1993
United States Navy 1973 - 1993
Education
Troy State University 1990 — 1992
Master of Science, Management
The University of New Mexico 1969 — 1973
Bachelor of Arts, Social Science
New Mexico Military Institute 1967 — 1969
Associate of Arts (A.A.), General Studies
Ameriprise Financial Services, Inc. January 1995 - Present
US Navy September 1973 - October 1993
United States Navy 1973 - 1993
Education
Troy State University 1990 — 1992
Master of Science, Management
The University of New Mexico 1969 — 1973
Bachelor of Arts, Social Science
New Mexico Military Institute 1967 — 1969
Associate of Arts (A.A.), General Studies
John O'Connor CFP®'s Ameriprise Financial Services, Inc. Experience September 2003 - January 2010
Job Senior Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
USAA February 2010 - February 2014
Ameriprise Financial Services, Inc. September 2003 - January 2010
American Express Financial Advisors June 2000 - August 2003
Skills
Financial Advisory, Finance, Investment Management, Certified Financial..., Small Business, Personal Finance, New Business Development, Marketing Strategy, Tax, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Series 63, Financial Goals
Education
Nebraska Wesleyan University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Vanguard March 2014 - Present
USAA February 2010 - February 2014
Ameriprise Financial Services, Inc. September 2003 - January 2010
American Express Financial Advisors June 2000 - August 2003
Skills
Financial Advisory, Finance, Investment Management, Certified Financial..., Small Business, Personal Finance, New Business Development, Marketing Strategy, Tax, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Series 63, Financial Goals
Education
Nebraska Wesleyan University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Darius Ghoddoussi's Ameriprise Financial Services, Inc. Experience May 2010 - April 2013
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch January 2015 - Present
Bluewater Capital April 2014 - December 2014
Paladin Investment LLC May 2013 - March 2014
Ameriprise Financial Services, Inc. May 2010 - April 2013
Invest Financial January 2009 - May 2010
Morgan Stanley September 2007 - August 2008
Morgan Stanley May 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Finance, Financial Advisory, Securities, Wealth Management, Investment Management, 401k, Series 63, Investment Strategies
Education
New Mexico State University 2003 — 2007
Bachelor's Degree, Finance
Mercer Island High School 1997 — 2000
Merrill Lynch January 2015 - Present
Bluewater Capital April 2014 - December 2014
Paladin Investment LLC May 2013 - March 2014
Ameriprise Financial Services, Inc. May 2010 - April 2013
Invest Financial January 2009 - May 2010
Morgan Stanley September 2007 - August 2008
Morgan Stanley May 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Finance, Financial Advisory, Securities, Wealth Management, Investment Management, 401k, Series 63, Investment Strategies
Education
New Mexico State University 2003 — 2007
Bachelor's Degree, Finance
Mercer Island High School 1997 — 2000
Ravi Narayanan's Ameriprise Financial Services, Inc. Experience 2003 - 2007
Job Entrepreneurial Leadership in Enterprise Data Ecosystem
Industry Information Technology and Services
Experience
Open Data Integration Consulting September 2015 - Present
Medica Research Institute March 2011 - August 2015
Life and Health Insurance Organizations February 2007 - March 2011
Ameriprise Financial Services, Inc. 2003 - 2007
ING 2000 - 2002
eFunds 1997 - 2000
Skills
Data Warehousing, Integration, Data Integration, Analytics, Data Management, Business Analysis, Data Modeling, ETL, IT Strategy, SDLC, Business Intelligence, Enterprise Architecture, Enterprise Software, Program Management, Master Data Management, Requirements Gathering, Data Warehouse..., Project Management, Management Consulting, Information Management, Data Governance, Informatica, SAS
Education
Northwestern University
Master of Science (MS), Medical Informatics
National Institute of Technology Warangal
Bachelor of Technology (BTech), Electronics & Communication Engineering
Open Data Integration Consulting September 2015 - Present
Medica Research Institute March 2011 - August 2015
Life and Health Insurance Organizations February 2007 - March 2011
Ameriprise Financial Services, Inc. 2003 - 2007
ING 2000 - 2002
eFunds 1997 - 2000
Skills
Data Warehousing, Integration, Data Integration, Analytics, Data Management, Business Analysis, Data Modeling, ETL, IT Strategy, SDLC, Business Intelligence, Enterprise Architecture, Enterprise Software, Program Management, Master Data Management, Requirements Gathering, Data Warehouse..., Project Management, Management Consulting, Information Management, Data Governance, Informatica, SAS
Education
Northwestern University
Master of Science (MS), Medical Informatics
National Institute of Technology Warangal
Bachelor of Technology (BTech), Electronics & Communication Engineering
Michael Leanch's Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Regional Sales Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial Services, Inc. January 2011 - December 2012
Ameriprise Financial Services, Inc. August 2006 - January 2011
Education
Muhlenberg College 2002 — 2006
Bachelor of Arts, Economics
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial Services, Inc. January 2011 - December 2012
Ameriprise Financial Services, Inc. August 2006 - January 2011
Education
Muhlenberg College 2002 — 2006
Bachelor of Arts, Economics
Don Holloschutz, CRPC ®'s Ameriprise Financial Services, Inc. Experience February 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1998 - Present
Education
New York University
Bachelor's degree
Ameriprise Financial Services, Inc. February 1998 - Present
Education
New York University
Bachelor's degree
Jaclyn Fisher's Ameriprise Financial Services, Inc. Experience June 2012 - July 2013
Job Customer Service Administrator at Wabtec Railway Electronics
Industry Railroad Manufacture
Experience
Wabtec Railway Electronics June 2014 - Present
C2 Imaging August 2013 - May 2014
Ameriprise Financial Services, Inc. June 2012 - July 2013
Quad/Graphics February 2002 - January 2011
Capital One November 1998 - August 2000
Skills
Account Management, Sales Process, Customer Retention, Selling, Marketing Strategy, Advertising, Marketing, Marketing Communications, CRM, Customer Satisfaction, Email Marketing, Digital Printing
Education
University of Maryland University College 2015 — 2017
Accounting and Business/Management
Montgomery College 2012 — 2013
General Studies, Business
Wabtec Railway Electronics June 2014 - Present
C2 Imaging August 2013 - May 2014
Ameriprise Financial Services, Inc. June 2012 - July 2013
Quad/Graphics February 2002 - January 2011
Capital One November 1998 - August 2000
Skills
Account Management, Sales Process, Customer Retention, Selling, Marketing Strategy, Advertising, Marketing, Marketing Communications, CRM, Customer Satisfaction, Email Marketing, Digital Printing
Education
University of Maryland University College 2015 — 2017
Accounting and Business/Management
Montgomery College 2012 — 2013
General Studies, Business
Jim Feimster's Ameriprise Financial Services, Inc. Experience September 2006 - December 2007
Job Coverage Coordinator at The Linde Group
Industry Logistics and Supply Chain
Experience
The Linde Group December 2013 - Present
Moravian College August 2009 - Present
Penske Truck Leasing September 2013 - December 2013
Conway Provisions January 2009 - July 2013
CUNA Mutual Group December 2007 - October 2008
Ameriprise Financial Services, Inc. September 2006 - December 2007
Skills
Inventory Management, Warehousing, Customer Service, Food Service, Transportation, Food, Operations Management, Supply Chain, Microsoft Office, Restaurants, Microsoft Excel, Food Safety, Inventory Control, Microsoft Word, Shipping, Food & Beverage, Team Building
Education
Moravian College 2001 — 2005
Bachelor's degree, History
The Linde Group December 2013 - Present
Moravian College August 2009 - Present
Penske Truck Leasing September 2013 - December 2013
Conway Provisions January 2009 - July 2013
CUNA Mutual Group December 2007 - October 2008
Ameriprise Financial Services, Inc. September 2006 - December 2007
Skills
Inventory Management, Warehousing, Customer Service, Food Service, Transportation, Food, Operations Management, Supply Chain, Microsoft Office, Restaurants, Microsoft Excel, Food Safety, Inventory Control, Microsoft Word, Shipping, Food & Beverage, Team Building
Education
Moravian College 2001 — 2005
Bachelor's degree, History
Kurt Schindler's Ameriprise Financial Services, Inc. Experience October 2011 - February 2013
Job Manager at Yipes Stripes
Industry Graphic Design
Experience
Yipes Stripes February 2013 - Present
Ameriprise Financial Services, Inc. October 2011 - February 2013
Liberty Savings Bank August 2006 - September 2011
Education
Morehead State University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Yipes Stripes February 2013 - Present
Ameriprise Financial Services, Inc. October 2011 - February 2013
Liberty Savings Bank August 2006 - September 2011
Education
Morehead State University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Shauna Stone McCormick's Ameriprise Financial Services, Inc. Experience
Job client service manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.
Education
Murray State University
Bachelor of Business Administration (BBA)
Ameriprise Financial Services, Inc.
Education
Murray State University
Bachelor of Business Administration (BBA)
Midrell Robinson's Ameriprise Financial Services, Inc. Experience 2007 - 2008
Job Staffing and Recruiting Professional
Industry Staffing and Recruiting
Experience
Kelly Services 2009 - Present
Ameriprise Financial Services, Inc. 2007 - 2008
Skills
Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Lotus Notes, Outlook, Customer Service, Telemarketing, Sales, Retail Management
Education
National American University 2010 — 2014
Still attending, Medical Insurance Coding Specialist/Coder
North Hennepin Community College 1981 — 1985
Associate's degree, Marketing
Kelly Services 2009 - Present
Ameriprise Financial Services, Inc. 2007 - 2008
Skills
Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Lotus Notes, Outlook, Customer Service, Telemarketing, Sales, Retail Management
Education
National American University 2010 — 2014
Still attending, Medical Insurance Coding Specialist/Coder
North Hennepin Community College 1981 — 1985
Associate's degree, Marketing
Ivan Johnson's Ameriprise Financial Services, Inc. Experience January 2005 - October 2010
Job Financial Services Representative, Financial Advisor, at MetLife
Industry Financial Services
Experience
MetLife October 2010 - Present
Ameriprise Financial Services, Inc. January 2005 - October 2010
Skills
Securities, Finance, Financial Services, Leadership, Investments, Strategy, Insurance, Team Building, Marketing, Public Speaking
Education
New York Institute of Technology-Old Westbury
Master of Science (MS) w/Distinction, Instructional Technology
MetLife October 2010 - Present
Ameriprise Financial Services, Inc. January 2005 - October 2010
Skills
Securities, Finance, Financial Services, Leadership, Investments, Strategy, Insurance, Team Building, Marketing, Public Speaking
Education
New York Institute of Technology-Old Westbury
Master of Science (MS) w/Distinction, Instructional Technology
Cora Carabini's Ameriprise Financial Services, Inc. Experience July 2004 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2004 - Present
Bank of America April 1998 - May 2002
Bank of America April 1964 - May 2002
Skills
Time Management, Accounting, Data Processing, Schedules, Client-focused, Client/server, Client-oriented, Organizational...
Education
Sonoma Valley High School 1958 — 1962
Napa Valley College
Ameriprise Financial Services, Inc. July 2004 - Present
Bank of America April 1998 - May 2002
Bank of America April 1964 - May 2002
Skills
Time Management, Accounting, Data Processing, Schedules, Client-focused, Client/server, Client-oriented, Organizational...
Education
Sonoma Valley High School 1958 — 1962
Napa Valley College
Gloria Chace's Ameriprise Financial Services, Inc. Experience March 2000 - Present
Job financial paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2000 - Present
Education
Mount Holyoke College 1984 — 1987
Bachelor of Arts, Psychology/English
Ameriprise Financial Services, Inc. March 2000 - Present
Education
Mount Holyoke College 1984 — 1987
Bachelor of Arts, Psychology/English
Kay Stamos's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Senior Compliance Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. February 2013 - February 2015
Ameriprise Financial Services, Inc. July 2009 - February 2013
Skills
Financial Analysis, Corporate Finance, Back Office, SOX Compliancy, WSP, Risk Assessment, Process Improvement, Brokerage
Education
Mount Marty College 1993 — 1997
Bachelor of Arts (B.A.), Communication and Media Studies
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. February 2013 - February 2015
Ameriprise Financial Services, Inc. July 2009 - February 2013
Skills
Financial Analysis, Corporate Finance, Back Office, SOX Compliancy, WSP, Risk Assessment, Process Improvement, Brokerage
Education
Mount Marty College 1993 — 1997
Bachelor of Arts (B.A.), Communication and Media Studies
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank