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
Justin Pike Justin Pike's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
St Mary Magdalen 2012 - 2013
Ameriprise Financial Services, Inc. June 2009 - October 2011
Ameriprise Financial Services, Inc. February 2004 - June 2009
Oregon Republican Party 2000 - 2001
Oregon GOP 2000 - 2001
Education
Northwest University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and History
Dallas High School
Ameriprise Financial Services, Inc. January 2012 - Present
St Mary Magdalen 2012 - 2013
Ameriprise Financial Services, Inc. June 2009 - October 2011
Ameriprise Financial Services, Inc. February 2004 - June 2009
Oregon Republican Party 2000 - 2001
Oregon GOP 2000 - 2001
Education
Northwest University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and History
Dallas High School
Taylor Martin Taylor Martin's Ameriprise Financial Services, Inc. Experience August 2007 - June 2008
Job Disruptive Recruiter, Data Storage I'm probably looking at your profile because I'd like to work with you
Industry Staffing and Recruiting
Experience
Neighbors & Associates August 2015 - Present
Robert Half March 2015 - Present
Robert Half October 2014 - Present
Accountemps October 2012 - October 2014
Eastside Tutors January 2012 - November 2012
Earthwise Ventures August 2011 - December 2011
Northwest University 2007 - 2010
Ameriprise Financial Services, Inc. August 2007 - June 2008
Skills
Customer Service, Microsoft Office, PowerPoint, Accounting, Strategic Planning, Microsoft Excel, Finance, Public Speaking, Microsoft Word, Staffing Services, Social Networking, Executive Staffing, Staffing Models, Staff Management, Leadership, Social Media, Executive Compensation..., Key Account Development, Management, Accounts Payable, QuickBooks, Recruiting, Payroll, Accounts Receivable, Permanent Staffing, Account Management, Temporary Staffing, Accounting Applications, Management Accounting, Compensation & Benefit, Sales, Business Development, Human Resources, Time Management, Training
Education
Northwest University 2007 — 2011
BA, Accounting and Finance
Arlington High School
Neighbors & Associates August 2015 - Present
Robert Half March 2015 - Present
Robert Half October 2014 - Present
Accountemps October 2012 - October 2014
Eastside Tutors January 2012 - November 2012
Earthwise Ventures August 2011 - December 2011
Northwest University 2007 - 2010
Ameriprise Financial Services, Inc. August 2007 - June 2008
Skills
Customer Service, Microsoft Office, PowerPoint, Accounting, Strategic Planning, Microsoft Excel, Finance, Public Speaking, Microsoft Word, Staffing Services, Social Networking, Executive Staffing, Staffing Models, Staff Management, Leadership, Social Media, Executive Compensation..., Key Account Development, Management, Accounts Payable, QuickBooks, Recruiting, Payroll, Accounts Receivable, Permanent Staffing, Account Management, Temporary Staffing, Accounting Applications, Management Accounting, Compensation & Benefit, Sales, Business Development, Human Resources, Time Management, Training
Education
Northwest University 2007 — 2011
BA, Accounting and Finance
Arlington High School
Josh Cothran, CFP® Josh Cothran, CFP®'s Ameriprise Financial Services, Inc. Experience March 2001 - Present
Job Branch Manager, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2001 - Present
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. November 2009 - March 2015
Ameriprise Financial Services, Inc. April 2007 - June 2009
Education
Oglethorpe University 2012 — 2013
Financial Planning Certificate, CERTIFIED FINANCIAL PLANNER (TM) Program
Valdosta State University 1996 — 2000
Bachelor of Science (B.S.), English Education
Shiloh High School 1992 — 1996
College Prep Diploma
Ameriprise Financial Services, Inc. March 2001 - Present
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. November 2009 - March 2015
Ameriprise Financial Services, Inc. April 2007 - June 2009
Education
Oglethorpe University 2012 — 2013
Financial Planning Certificate, CERTIFIED FINANCIAL PLANNER (TM) Program
Valdosta State University 1996 — 2000
Bachelor of Science (B.S.), English Education
Shiloh High School 1992 — 1996
College Prep Diploma
Kevin Murphy, CFP's Ameriprise Financial Services, Inc. Experience December 2000 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2000 - Present
Ameriprise Financial Services, Inc. December 1994 - Present
Ameriprise Financial Services, Inc. December 2000 - December 2006
Ameriprise Financial Services, Inc. December 1984 - December 2000
Ameriprise Financial Services, Inc. December 1982 - December 1994
Education
Northwestern State University 1978 — 1982
Bachelor of Science (BS), Business Administration
Ameriprise Financial Services, Inc. December 2000 - Present
Ameriprise Financial Services, Inc. December 1994 - Present
Ameriprise Financial Services, Inc. December 2000 - December 2006
Ameriprise Financial Services, Inc. December 1984 - December 2000
Ameriprise Financial Services, Inc. December 1982 - December 1994
Education
Northwestern State University 1978 — 1982
Bachelor of Science (BS), Business Administration
Scott Lorenzen Scott Lorenzen's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2009 - Present
H&R Block Financial Advisors July 2004 - November 2008
Morgan Stanley November 1991 - July 2004
Deloitte & Touche 1988 - 1991
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance
Northwestern University 1977 — 1981
BS, Industrial Engineering
Northwestern University 1977 — 1981
BS, Industrial Engineering
Ameriprise Financial Services, Inc. November 2009 - Present
H&R Block Financial Advisors July 2004 - November 2008
Morgan Stanley November 1991 - July 2004
Deloitte & Touche 1988 - 1991
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance
Northwestern University 1977 — 1981
BS, Industrial Engineering
Northwestern University 1977 — 1981
BS, Industrial Engineering
Samantha Eisel Samantha Eisel's Ameriprise Financial Services, Inc. Experience March 2014 - May 2014
Job Accountant at Gerken Paving/Materials Inc
Industry Accounting
Experience
Gerken Materials Inc April 2015 - Present
Reynolds and Reynolds May 2014 - February 2015
Ameriprise Financial Services, Inc. March 2014 - May 2014
Wright State University December 2012 - February 2014
Wright State University September 2011 - December 2012
Klinger Pharmacy August 2009 - August 2011
Skills
Microsoft Office, Communication Skills, Phone Etiquette, Filing, Photography, Administrative..., Office Management, Office Administration, Spreadsheets, Outlook, Customer Satisfaction, QuickBooks, Highly detail oriented, Close Attention to..., Administrative Work, Team-oriented, People Skills, Organization &..., Accounts Payable, Financial Accounting, Income Tax, Microsoft Excel, Facebook, Microsoft Word, PowerPoint
Education
Wright State University 2011 — 2014
Bachelor's Degree, Accounting and Financial Services
Northwest State Community College 2009 — 2011
Post-Secondary Enrollment Option Student
Hilltop High School 2008 — 2011
High School Diploma
Gerken Materials Inc April 2015 - Present
Reynolds and Reynolds May 2014 - February 2015
Ameriprise Financial Services, Inc. March 2014 - May 2014
Wright State University December 2012 - February 2014
Wright State University September 2011 - December 2012
Klinger Pharmacy August 2009 - August 2011
Skills
Microsoft Office, Communication Skills, Phone Etiquette, Filing, Photography, Administrative..., Office Management, Office Administration, Spreadsheets, Outlook, Customer Satisfaction, QuickBooks, Highly detail oriented, Close Attention to..., Administrative Work, Team-oriented, People Skills, Organization &..., Accounts Payable, Financial Accounting, Income Tax, Microsoft Excel, Facebook, Microsoft Word, PowerPoint
Education
Wright State University 2011 — 2014
Bachelor's Degree, Accounting and Financial Services
Northwest State Community College 2009 — 2011
Post-Secondary Enrollment Option Student
Hilltop High School 2008 — 2011
High School Diploma
Neil Kreinbrink's Ameriprise Financial Services, Inc. Experience June 2008 - December 2008
Job Security Technical Specialist Application Security
Industry Computer Software
Experience
IBM August 2014 - Present
United Technologies May 2013 - August 2014
OEConnection July 2011 - April 2013
OEConnection January 2009 - August 2010
Ameriprise Financial Services, Inc. June 2008 - December 2008
Skills
Sales, Pre-sales, Security, Application Security, AppScan, Vulnerability Scanning, Consulting, Dynamic Analysis, Static Analysis, Software Development, .NET, Visual Studio, C#, ASP.NET, JavaScript, HTML, CSS, Windows 7, Windows 8, Overclocking, SQL Server Management..., WinForms, WCF Services, SQL, XML, IIS, Java, C++, Computer Hardware, Asynchronous Service..., WPF, Stored Procedures, LINQ, PowerBuilder, PowerScript, PVCS, WPF Development, Bug Tracking, Android Development, Android SDK
Education
Ohio University 2006 — 2011
Bachelor's degree, Computer Science
St. Thomas Aquinas High School 2002 — 2006
High School Diploma
IBM August 2014 - Present
United Technologies May 2013 - August 2014
OEConnection July 2011 - April 2013
OEConnection January 2009 - August 2010
Ameriprise Financial Services, Inc. June 2008 - December 2008
Skills
Sales, Pre-sales, Security, Application Security, AppScan, Vulnerability Scanning, Consulting, Dynamic Analysis, Static Analysis, Software Development, .NET, Visual Studio, C#, ASP.NET, JavaScript, HTML, CSS, Windows 7, Windows 8, Overclocking, SQL Server Management..., WinForms, WCF Services, SQL, XML, IIS, Java, C++, Computer Hardware, Asynchronous Service..., WPF, Stored Procedures, LINQ, PowerBuilder, PowerScript, PVCS, WPF Development, Bug Tracking, Android Development, Android SDK
Education
Ohio University 2006 — 2011
Bachelor's degree, Computer Science
St. Thomas Aquinas High School 2002 — 2006
High School Diploma
Donovan Roos Donovan Roos's Ameriprise Financial Services, Inc. Experience June 2007 - July 2009
Job Assistant Vice President, Sr Group Application Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank July 2013 - Present
Ameriprise Financial July 2009 - May 2013
Ameriprise Financial Services, Inc. June 2007 - July 2009
Ameriprise Financial Services, Inc. July 2005 - June 2007
Ameriprise Financial Services, Inc. August 1999 - July 2005
Skills
Leadership, Business Analysis, Operations Management, Agile Methodologies, Business Process..., Project Management, SDLC, Agile Leadership, Process Improvement, Change Management, Sprint Planning, Planning Budgeting &..., Start-ups, Leading..., Leading Diverse Teams, Leading Development..., Drive Change, Influence Without..., Vendor Management
Education
Northwestern College
Bachelor's, Business Management
U.S. Bank July 2013 - Present
Ameriprise Financial July 2009 - May 2013
Ameriprise Financial Services, Inc. June 2007 - July 2009
Ameriprise Financial Services, Inc. July 2005 - June 2007
Ameriprise Financial Services, Inc. August 1999 - July 2005
Skills
Leadership, Business Analysis, Operations Management, Agile Methodologies, Business Process..., Project Management, SDLC, Agile Leadership, Process Improvement, Change Management, Sprint Planning, Planning Budgeting &..., Start-ups, Leading..., Leading Diverse Teams, Leading Development..., Drive Change, Influence Without..., Vendor Management
Education
Northwestern College
Bachelor's, Business Management
Effie Young's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Customer Service Professional at Ameriprise Financial Services, Inc.
Industry Health, Wellness and Fitness
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Amway June 1994 - Present
Effie's Enterprises 2009 - 2010
Sitel 2006 - 2010
Coldwell Banker Premier September 2006 - 2009
Coldwell Banker Hunter Realty March 1997 - September 2006
Skills
Customer Service, Social Networking, Coaching, Marketing, Time Management, Training, Strategic Planning, Sales, Management, Online Advertising, Microsoft Excel, Cold Calling, Entrepreneurship, Leadership Development, Microsoft Office, Social Media Marketing, Team Building, Real Estate Professional, Broker-Sales Person, Computer Proficiency, Experienced Trainer, Real Estate Sales...
Education
Notre Dame College 1992 — 1994
2 Years, Human Resources
Ameriprise Financial Services, Inc. March 2012 - Present
Amway June 1994 - Present
Effie's Enterprises 2009 - 2010
Sitel 2006 - 2010
Coldwell Banker Premier September 2006 - 2009
Coldwell Banker Hunter Realty March 1997 - September 2006
Skills
Customer Service, Social Networking, Coaching, Marketing, Time Management, Training, Strategic Planning, Sales, Management, Online Advertising, Microsoft Excel, Cold Calling, Entrepreneurship, Leadership Development, Microsoft Office, Social Media Marketing, Team Building, Real Estate Professional, Broker-Sales Person, Computer Proficiency, Experienced Trainer, Real Estate Sales...
Education
Notre Dame College 1992 — 1994
2 Years, Human Resources
Patricia A. Franklin's Ameriprise Financial Services, Inc. Experience November 2005 - February 2006
Job Sr. Manager, Business Solutions, Technology at TMobile
Industry Telecommunications
Experience
T-Mobile March 2015 - Present
T-Mobile October 2014 - March 2015
T-Mobile January 2012 - September 2014
Sales & Promotions November 2008 - June 2013
T-Mobile April 2011 - December 2011
Windstream Communications December 2010 - April 2011
Norlight, Inc. April 2008 - December 2010
Sprint Nextel February 2006 - April 2008
Ameriprise Financial Services, Inc. November 2005 - February 2006
CH2M HILL March 1998 - November 2005
Skills
Telecommunications, Process Improvement, Vendor Management, Auditing, Reporting Systems, Business Objects, Management, Telecom Expense..., Team Building, Wireless, Sales, Leadership, Event Planning, National Promotions, Marketing, Employee Management, Financial Analysis, Customer Service, Microsoft Excel, Project Planning, Contract Negotiation, Analysis, Business Analysis, Account Management, Cross-functional Team..., Operations Management, SharePoint, Access, Budgets, Networking, Team Leadership, Customer Satisfaction, Product Management, Project Management, Call Centers, System Administration, Business Process..., Forecasting, Data Analysis, Accounting, Teamwork, Competitive Analysis, Time Management, CRM, Program Management, Training, Customer Retention, Product Marketing, Entrepreneurship
Education
Oklahoma State University
Bachelor of Science, College of Business Administration, Management, Marketing
T-Mobile March 2015 - Present
T-Mobile October 2014 - March 2015
T-Mobile January 2012 - September 2014
Sales & Promotions November 2008 - June 2013
T-Mobile April 2011 - December 2011
Windstream Communications December 2010 - April 2011
Norlight, Inc. April 2008 - December 2010
Sprint Nextel February 2006 - April 2008
Ameriprise Financial Services, Inc. November 2005 - February 2006
CH2M HILL March 1998 - November 2005
Skills
Telecommunications, Process Improvement, Vendor Management, Auditing, Reporting Systems, Business Objects, Management, Telecom Expense..., Team Building, Wireless, Sales, Leadership, Event Planning, National Promotions, Marketing, Employee Management, Financial Analysis, Customer Service, Microsoft Excel, Project Planning, Contract Negotiation, Analysis, Business Analysis, Account Management, Cross-functional Team..., Operations Management, SharePoint, Access, Budgets, Networking, Team Leadership, Customer Satisfaction, Product Management, Project Management, Call Centers, System Administration, Business Process..., Forecasting, Data Analysis, Accounting, Teamwork, Competitive Analysis, Time Management, CRM, Program Management, Training, Customer Retention, Product Marketing, Entrepreneurship
Education
Oklahoma State University
Bachelor of Science, College of Business Administration, Management, Marketing
Timothy Satre CFP® CDFA™'s Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Financial Advisor, Certified Financial Planner proffessional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Raymond James Financial Inc. 1996 - July 2012
Prime Bank (Wells Fargo) 1994 - 1996
Education
College of Financial Planning 1997 — 1997
Certified Financial Planner™
Northwest Missouri State University 1983 — 1987
1987 Bachelor of Science - Finance/Managment
Institute of Certified Divorce Financial Analyst - 2002-
Certified Divorce Financial Analyst CDFA®
Ameriprise Financial Services, Inc. July 2012 - Present
Raymond James Financial Inc. 1996 - July 2012
Prime Bank (Wells Fargo) 1994 - 1996
Education
College of Financial Planning 1997 — 1997
Certified Financial Planner™
Northwest Missouri State University 1983 — 1987
1987 Bachelor of Science - Finance/Managment
Institute of Certified Divorce Financial Analyst - 2002-
Certified Divorce Financial Analyst CDFA®
Romero Llamas Romero Llamas's Ameriprise Financial Services, Inc. Experience April 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 1992 - Present
Education
Ohio University 1986 — 1991
Bachelor of Science, Communication
Ohio University 1986 — 1991
Minor, English
Ohio University 1986 — 1991
Minor, Spanish
Ameriprise Financial Services, Inc. April 1992 - Present
Education
Ohio University 1986 — 1991
Bachelor of Science, Communication
Ohio University 1986 — 1991
Minor, English
Ohio University 1986 — 1991
Minor, Spanish
Daniel Jiyamapa, CRPC®, AWMA® Daniel Jiyamapa, CRPC®, AWMA®'s Ameriprise Financial Services, Inc. Experience 2001 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Allegiance Wealth Management,a Private Wealth Advisory practice of Ameriprise Financial Services,Inc October 2014 - Present
Ameriprise Financial Services, Inc. 2001 - Present
Ameriprise Financial Services, Inc. October 2008 - January 2011
University of Washington March 1999 - June 2001
Northwestern Memorial Hospital June 1994 - February 1999
Education
Northwestern University 1990 — 1994
BA, Economics
Plymouth High School 1986 — 1990
Allegiance Wealth Management,a Private Wealth Advisory practice of Ameriprise Financial Services,Inc October 2014 - Present
Ameriprise Financial Services, Inc. 2001 - Present
Ameriprise Financial Services, Inc. October 2008 - January 2011
University of Washington March 1999 - June 2001
Northwestern Memorial Hospital June 1994 - February 1999
Education
Northwestern University 1990 — 1994
BA, Economics
Plymouth High School 1986 — 1990
David Ernest Feuerhelm David Ernest Feuerhelm's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Morgan Stanley February 1993 - July 2012
Education
Northwood University 1973 — 1975
Associate of Science (AS), Business Administration and Management, General
Ameriprise Financial Services, Inc. July 2012 - Present
Morgan Stanley February 1993 - July 2012
Education
Northwood University 1973 — 1975
Associate of Science (AS), Business Administration and Management, General
Susan McFadden's Ameriprise Financial Services, Inc. Experience 2006 - Present
Job MBA, CRPC®, ADPA®, CDFA™ Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2006 - Present
Education
University of Pittsburgh
Master of Business Administration (MBA), Finance and Financial Management Services
Northwestern University
Bachelor's degree, Music Education
Ameriprise Financial Services, Inc. 2006 - Present
Education
University of Pittsburgh
Master of Business Administration (MBA), Finance and Financial Management Services
Northwestern University
Bachelor's degree, Music Education
Brandon Adkins Brandon Adkins's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2014 - Present
State Farm® 2008 - 2014
Ohio Army National Guard 2004 - 2005
Skills
Financial Planning, Wealth Management, Portfolio Management, Retirement Planning, 401k Rollovers, College Education..., Life Insurance, Disability Insurance, Employee Benefits
Education
Shawnee State University 2012 — 2014
Bachelor's degree, Business Administration and Management, General
Ohio University
Ameriprise Financial Services, Inc. 2014 - Present
State Farm® 2008 - 2014
Ohio Army National Guard 2004 - 2005
Skills
Financial Planning, Wealth Management, Portfolio Management, Retirement Planning, 401k Rollovers, College Education..., Life Insurance, Disability Insurance, Employee Benefits
Education
Shawnee State University 2012 — 2014
Bachelor's degree, Business Administration and Management, General
Ohio University
Edward Weidman Edward Weidman's Ameriprise Financial Services, Inc. Experience November 2008 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - Present
H&R Block Financial Advisors December 1999 - November 2008
Education
Oakland University 1985 — 1989
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. November 2008 - Present
H&R Block Financial Advisors December 1999 - November 2008
Education
Oakland University 1985 — 1989
Bachelor of Science, Finance
Elizabeth Schreiner Elizabeth Schreiner's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job IT Audit Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Target August 2013 - May 2015
Target April 2012 - August 2013
KPMG March 2011 - March 2012
Regis Corporation December 2010 - March 2011
Regis Corporation April 2010 - December 2010
Skills
Visio, Requirements Gathering, SQL, Microsoft SQL Server, Integration, SDLC, Process Improvement, Business Analysis, Disaster Recovery, ITIL, Access, Requirements Analysis, IT Management, Business Process, SharePoint, Information Technology, Systems Analysis, Business Intelligence, Software Documentation, Databases, Enterprise Architecture
Education
Northwestern College 2007 — 2010
Bachelor of Science, Management Information Systems
Ameriprise Financial Services, Inc. May 2015 - Present
Target August 2013 - May 2015
Target April 2012 - August 2013
KPMG March 2011 - March 2012
Regis Corporation December 2010 - March 2011
Regis Corporation April 2010 - December 2010
Skills
Visio, Requirements Gathering, SQL, Microsoft SQL Server, Integration, SDLC, Process Improvement, Business Analysis, Disaster Recovery, ITIL, Access, Requirements Analysis, IT Management, Business Process, SharePoint, Information Technology, Systems Analysis, Business Intelligence, Software Documentation, Databases, Enterprise Architecture
Education
Northwestern College 2007 — 2010
Bachelor of Science, Management Information Systems
Nicky Taylor Nicky Taylor's Ameriprise Financial Services, Inc. Experience October 2010 - December 2012
Job Independent Consultant
Industry Management Consulting
Experience
Independent Consultant / Contractor April 2014 - Present
Independent Contractor April 2014 - June 2014
The Bailey Group March 2013 - April 2014
Ameriprise Financial Services, Inc. October 2010 - December 2012
Ameriprise Financial Services, Inc. April 2004 - October 2010
Ameriprise Financial April 2004 - October 2009
American Express 2002 - 2004
Skills
SDLC, Vendor Management, Strategic Financial..., Financial Services, Business Analysis, Process Improvement, Communication, Change Management, Behavioral Consultation, Project Portfolio..., Strategy, Business Process..., Securities, Risk Management, Leadership, Requirements Gathering, Cross-functional Team..., PMO, Insurance, Program Management, IT Strategy, Management, CRM, Business Process, Visio, Analysis, Relationship Management
Education
Northwestern University
Bachelor of Arts (B.A.)
Independent Consultant / Contractor April 2014 - Present
Independent Contractor April 2014 - June 2014
The Bailey Group March 2013 - April 2014
Ameriprise Financial Services, Inc. October 2010 - December 2012
Ameriprise Financial Services, Inc. April 2004 - October 2010
Ameriprise Financial April 2004 - October 2009
American Express 2002 - 2004
Skills
SDLC, Vendor Management, Strategic Financial..., Financial Services, Business Analysis, Process Improvement, Communication, Change Management, Behavioral Consultation, Project Portfolio..., Strategy, Business Process..., Securities, Risk Management, Leadership, Requirements Gathering, Cross-functional Team..., PMO, Insurance, Program Management, IT Strategy, Management, CRM, Business Process, Visio, Analysis, Relationship Management
Education
Northwestern University
Bachelor of Arts (B.A.)
Lisa Cizler Lisa Cizler's Ameriprise Financial Services, Inc. Experience May 2006 - August 2011
Job C.E.O. at Chateau Cizler
Industry Financial Services
Experience
Full-time stay at home mommy & wife, and I love it. August 2011 - Present
Ameriprise Financial Services, Inc. May 2006 - August 2011
State Farm 2003 - 2006
Skills
Microsoft Office, Strategic Planning, Microsoft Word, Social Media, Sales, Program Management, Marketing Strategy, Marketing Communications, Strategic Communications, Software Documentation, Selling, Lead Generation, Fundraising, Public Speaking, Customer Service
Education
Northern Virginia Community College 2002 — 2007
Associate of Science (AS), Psychology
Full-time stay at home mommy & wife, and I love it. August 2011 - Present
Ameriprise Financial Services, Inc. May 2006 - August 2011
State Farm 2003 - 2006
Skills
Microsoft Office, Strategic Planning, Microsoft Word, Social Media, Sales, Program Management, Marketing Strategy, Marketing Communications, Strategic Communications, Software Documentation, Selling, Lead Generation, Fundraising, Public Speaking, Customer Service
Education
Northern Virginia Community College 2002 — 2007
Associate of Science (AS), Psychology
Parker Jaynes Parker Jaynes's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Agio September 2013 - April 2014
Adams & Barclays Enterprises May 2011 - June 2013
Ameriprise Financial Services, Inc. October 2012 - April 2013
Canyon Creek Country Club December 2006 - December 2010
Skills
Strategic Planning
Education
Oklahoma Christian University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Ameriprise Financial Services, Inc. April 2014 - Present
Agio September 2013 - April 2014
Adams & Barclays Enterprises May 2011 - June 2013
Ameriprise Financial Services, Inc. October 2012 - April 2013
Canyon Creek Country Club December 2006 - December 2010
Skills
Strategic Planning
Education
Oklahoma Christian University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Chris Saul, MBA Chris Saul, MBA's Ameriprise Financial Services, Inc. Experience June 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2006 - Present
Education
Ohio Northern University 1976 — 1980
BSBA, Marketing and Management
Xavier University - Williams College of Business
MBA, Finance
Ameriprise Financial Services, Inc. June 2006 - Present
Education
Ohio Northern University 1976 — 1980
BSBA, Marketing and Management
Xavier University - Williams College of Business
MBA, Finance
Michael T. Perino Michael T. Perino's Ameriprise Financial Services, Inc. Experience April 2008 - April 2012
Job Financial Advisor, CRPC® , WMS at Raymond James
Industry Investment Management
Experience
Raymond James April 2012 - Present
Ameriprise Financial Services, Inc. April 2008 - April 2012
Merrill Lynch 2006 - 2008
Motorcity Limited LLC 2001 - 2006
Skills
Retirement, Investments, Long-term Care, Insurance, Trust Services, Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Estate Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Financial Advisory, Mutual Funds, Investment Strategies, Securities, Fixed Annuities, Asset Management, Wealth, Wealth Management...
Education
College of Financial Planning
CRPC®, Chartered Retirement Planning Councelor
Ohio University 1999 — 2003
BBA, Finance Major
Raymond James April 2012 - Present
Ameriprise Financial Services, Inc. April 2008 - April 2012
Merrill Lynch 2006 - 2008
Motorcity Limited LLC 2001 - 2006
Skills
Retirement, Investments, Long-term Care, Insurance, Trust Services, Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Estate Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Financial Advisory, Mutual Funds, Investment Strategies, Securities, Fixed Annuities, Asset Management, Wealth, Wealth Management...
Education
College of Financial Planning
CRPC®, Chartered Retirement Planning Councelor
Ohio University 1999 — 2003
BBA, Finance Major
Athena A. Constant, CFP® Athena A. Constant, CFP®'s Ameriprise Financial Services, Inc. Experience September 1997 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1997 - Present
Ameriprise Financial Services, Inc. February 1994 - Present
Education
University of Colorado at Denver 1990 — 1993
MBA, Economics & Finance
Occidental College 1984 — 1988
BA, Biology & English
Ameriprise Financial Services, Inc. September 1997 - Present
Ameriprise Financial Services, Inc. February 1994 - Present
Education
University of Colorado at Denver 1990 — 1993
MBA, Economics & Finance
Occidental College 1984 — 1988
BA, Biology & English
Jerod Cook Jerod Cook's Ameriprise Financial Services, Inc. Experience November 2001 - May 2015
Job Financial Advisor at J. Cook Financial Services
Industry Financial Services
Experience
J. Cook Financial Services May 2015 - Present
Ameriprise Financial Services, Inc. November 2001 - May 2015
Education
Ohio University 1995 — 2000
BBA - Finance, Finance and Economics
J. Cook Financial Services May 2015 - Present
Ameriprise Financial Services, Inc. November 2001 - May 2015
Education
Ohio University 1995 — 2000
BBA - Finance, Finance and Economics
Craig Braun Craig Braun's Ameriprise Financial Services, Inc. Experience December 1991 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1991 - Present
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Investments, Mutual Funds, Investment Advisory, Insurance
Education
Oakland University 1987 — 1991
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. December 1991 - Present
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Investments, Mutual Funds, Investment Advisory, Insurance
Education
Oakland University 1987 — 1991
Bachelor of Science, Finance
Joshua Lemmer Joshua Lemmer's Ameriprise Financial Services, Inc. Experience 2015 - 2015
Job Human Resources Professional
Industry Human Resources
Experience
Target 2014 - Present
Ameriprise Financial Services, Inc. 2015 - 2015
Target 2012 - 2014
Target 2010 - 2012
School of the Art Institute of Chicago 2007 - 2010
Truman State University 2003 - 2007
Skills
Leadership, Training, Staff Development, Employee Relations, Human Resources, Student Affairs, Leadership Development, Program Development, Student Development, Succession Planning, Customer Service, Event Planning, Teaching, Retail, Resume Writing, Employee Training, Social Media, Supervision, Interviews, Onboarding, Volunteer Management, Editing, Crisis Management, Conflict Resolution, Outlook, Hiring, Microsoft Word, Event Management, Retail Management, Project Management, Management, Performance Management, Team Building, Talent Management, Employee Engagement, Microsoft Office, Store Management
Education
University of St. Thomas 2015 — 2018
Master of Business Administration (M.B.A.)
Truman State University 2003 — 2006
MA, Counseling
Oakland University 1999 — 2003
BS, Business Administration - Human Resource Management
Target 2014 - Present
Ameriprise Financial Services, Inc. 2015 - 2015
Target 2012 - 2014
Target 2010 - 2012
School of the Art Institute of Chicago 2007 - 2010
Truman State University 2003 - 2007
Skills
Leadership, Training, Staff Development, Employee Relations, Human Resources, Student Affairs, Leadership Development, Program Development, Student Development, Succession Planning, Customer Service, Event Planning, Teaching, Retail, Resume Writing, Employee Training, Social Media, Supervision, Interviews, Onboarding, Volunteer Management, Editing, Crisis Management, Conflict Resolution, Outlook, Hiring, Microsoft Word, Event Management, Retail Management, Project Management, Management, Performance Management, Team Building, Talent Management, Employee Engagement, Microsoft Office, Store Management
Education
University of St. Thomas 2015 — 2018
Master of Business Administration (M.B.A.)
Truman State University 2003 — 2006
MA, Counseling
Oakland University 1999 — 2003
BS, Business Administration - Human Resource Management
John Zekaj John Zekaj's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2012 - Present
Philadelphia Insurance Companies February 2012 - September 2012
Skills
PowerPoint, Social Media, Marketing, Microsoft Excel, Customer Service, Leadership, Management, Financial Analysis, Business Development, Insurance
Education
Oakland University 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General
Ameriprise Financial Services, Inc. May 2012 - Present
Philadelphia Insurance Companies February 2012 - September 2012
Skills
PowerPoint, Social Media, Marketing, Microsoft Excel, Customer Service, Leadership, Management, Financial Analysis, Business Development, Insurance
Education
Oakland University 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General
Caleb Eplett Caleb Eplett's Ameriprise Financial Services, Inc. Experience June 2008 - January 2010
Job Director of Account Management at YCharts
Industry Financial Services
Experience
YCharts January 2015 - Present
YCharts October 2012 - Present
Chopper Trading March 2010 - October 2012
Ameriprise Financial Services, Inc. June 2008 - January 2010
Skills
Fixed Income, Bloomberg, Investments, Equities, Portfolio Management, Financial Markets, Financial Analysis, Series 7, Trading, Derivatives, Asset Managment, Series 63, Asset Allocation, YCharts, Equity Research, Financial Modeling, Horse Training, Valuation, Asset Management
Education
Northwood University 2004 — 2008
Bachelor of Business Administration (BBA), Economics, Business Management
YCharts January 2015 - Present
YCharts October 2012 - Present
Chopper Trading March 2010 - October 2012
Ameriprise Financial Services, Inc. June 2008 - January 2010
Skills
Fixed Income, Bloomberg, Investments, Equities, Portfolio Management, Financial Markets, Financial Analysis, Series 7, Trading, Derivatives, Asset Managment, Series 63, Asset Allocation, YCharts, Equity Research, Financial Modeling, Horse Training, Valuation, Asset Management
Education
Northwood University 2004 — 2008
Bachelor of Business Administration (BBA), Economics, Business Management
Randall Kronour, MBA Randall Kronour, MBA's Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Ameriprise Financial, Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Morgan Stanley Smith Barney February 2006 - March 2009
Edward Jones March 1999 - February 2006
Education
University of Dayton 1978 — 1980
MBA, Business Administration
Wright State University 1972 — 1975
BS, Business Administration
Ohio Northern University 1970 — 1972
Business Administration
Ameriprise Financial Services, Inc. March 2009 - Present
Morgan Stanley Smith Barney February 2006 - March 2009
Edward Jones March 1999 - February 2006
Education
University of Dayton 1978 — 1980
MBA, Business Administration
Wright State University 1972 — 1975
BS, Business Administration
Ohio Northern University 1970 — 1972
Business Administration
Susan (Billingsley) Collier Susan (Billingsley) Collier's Ameriprise Financial Services, Inc. Experience July 2001 - March 2011
Job Financial Services Representative, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group August 2014 - October 2015
MetLife Southern Financial Group April 2011 - November 2013
Ameriprise Financial Services, Inc. July 2001 - March 2011
LifeWay 1991 - 1995
LifeWay 1991 - 1995
LifeWay 1991 - 1995
LifeWay 1991 - 1995
Skills
Retirement Planning, Financial Services, Fixed Annuities, IRAs, Retirement, Variable Annuities, Series 63, Series 7, Mutual Funds, 401k, Investment Advisory, Group Benefit Plans, Series 6, 401k Rollovers, Long Term Care Insurance, Wealth Management, Variable Life, Variable Products, Permanent Life Insurance, Wealth Accumulation..., Securities, Life Insurance, Wealth Accumulation, Long-term Care, Disability Insurance, Financial Planners, Series 65, Term Life Insurance, FINRA, Roth IRA, Long-Term Disability
Education
Nova Southeastern University 1996 — 1997
MBA, Organizational Leadership
Trevecca Nazarene University 1988 — 1990
Bachelor of Education (B.A.), Elementary Education and Humanities
Samford University 1986 — 1988
Fred J. Page Middle & High Schools 1980 — 1986
Principal Financial Group August 2014 - October 2015
MetLife Southern Financial Group April 2011 - November 2013
Ameriprise Financial Services, Inc. July 2001 - March 2011
LifeWay 1991 - 1995
LifeWay 1991 - 1995
LifeWay 1991 - 1995
LifeWay 1991 - 1995
Skills
Retirement Planning, Financial Services, Fixed Annuities, IRAs, Retirement, Variable Annuities, Series 63, Series 7, Mutual Funds, 401k, Investment Advisory, Group Benefit Plans, Series 6, 401k Rollovers, Long Term Care Insurance, Wealth Management, Variable Life, Variable Products, Permanent Life Insurance, Wealth Accumulation..., Securities, Life Insurance, Wealth Accumulation, Long-term Care, Disability Insurance, Financial Planners, Series 65, Term Life Insurance, FINRA, Roth IRA, Long-Term Disability
Education
Nova Southeastern University 1996 — 1997
MBA, Organizational Leadership
Trevecca Nazarene University 1988 — 1990
Bachelor of Education (B.A.), Elementary Education and Humanities
Samford University 1986 — 1988
Fred J. Page Middle & High Schools 1980 — 1986
April Whitehead,CFP®, ChFC® April Whitehead,CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Financial Advisor Hurst & Associates a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Morgan Stanley Smith Barney March 2005 - November 2011
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
Master of Science (MS), Accounting
Ohio University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Ameriprise Financial Services, Inc. November 2011 - Present
Morgan Stanley Smith Barney March 2005 - November 2011
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
Master of Science (MS), Accounting
Ohio University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Henry Talbot Henry Talbot's Ameriprise Financial Services, Inc. Experience December 2011 - November 2012
Job J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan Securities LLC December 2012 - Present
Ameriprise Financial Services, Inc. December 2011 - November 2012
Education
Northwestern University 1999 — 2004
B.A., Economics, Philosophy
J.P. Morgan Securities LLC December 2012 - Present
Ameriprise Financial Services, Inc. December 2011 - November 2012
Education
Northwestern University 1999 — 2004
B.A., Economics, Philosophy
Paige Kerr, CFP®, CRPC®, CEP® Paige Kerr, CFP®, CRPC®, CEP®'s Ameriprise Financial Services, Inc. Experience January 2005 - Present
Job Financial Advisor / Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2005 - Present
Education
Northwestern University
Bachelor of Arts (B.A.), Biology
Ameriprise Financial Services, Inc. January 2005 - Present
Education
Northwestern University
Bachelor of Arts (B.A.), Biology
Valerie McLeod-Tyler, CRPC Valerie McLeod-Tyler, CRPC's Ameriprise Financial Services, Inc. Experience February 2006 - Present
Job Financial Advisor with the practice of Heidi Bashara Raine Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2006 - Present
Comerica Securities January 2001 - February 2006
Comerica Bank September 1992 - July 2001
Education
Oberlin College 1969 — 1971
Conservatory
Cass Tech 1966 — 1969
Avocational Music
Ameriprise Financial Services, Inc. February 2006 - Present
Comerica Securities January 2001 - February 2006
Comerica Bank September 1992 - July 2001
Education
Oberlin College 1969 — 1971
Conservatory
Cass Tech 1966 — 1969
Avocational Music
Zachary Lewis, CRPC®'s Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
US Army January 2010 - December 2013
Ameriprise Financial Services, Inc. September 2005 - July 2009
Education
Oberlin College 2001 — 2005
Bachelors of Arts, Economics
Avon Lake High School 1997 — 2001
Ameriprise Financial Services, Inc. November 2013 - Present
US Army January 2010 - December 2013
Ameriprise Financial Services, Inc. September 2005 - July 2009
Education
Oberlin College 2001 — 2005
Bachelors of Arts, Economics
Avon Lake High School 1997 — 2001
Stanley Pittman Stanley Pittman's Ameriprise Financial Services, Inc. Experience March 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 1995 - Present
Education
Northwood University 1976 — 1981
Ameriprise Financial Services, Inc. March 1995 - Present
Education
Northwood University 1976 — 1981
Richard K. Childress CIMA® CRPC®'s Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Branch Manager Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
UBS September 2006 - April 2013
Merrill Lynch April 1997 - September 2006
Fidelity National Title 1994 - 1996
Education
The University of Akron 1991 — 1993
Master of Arts, Counseling Psychology
Ohio Wesleyan University 1987 — 1989
Bachelor of Arts, History & Political Science
Ameriprise Financial Services, Inc. April 2013 - Present
UBS September 2006 - April 2013
Merrill Lynch April 1997 - September 2006
Fidelity National Title 1994 - 1996
Education
The University of Akron 1991 — 1993
Master of Arts, Counseling Psychology
Ohio Wesleyan University 1987 — 1989
Bachelor of Arts, History & Political Science
Steven Williamson, CFP® Steven Williamson, CFP®'s Ameriprise Financial Services, Inc. Experience February 1992 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1992 - Present
Education
Virginia Polytechnic Institute and State University
Bachelor's Degree, Bachelor's Degree-Finance
Northwest Missouri State University
Master of Business Administration (M.B.A.)
Ameriprise Financial Services, Inc. February 1992 - Present
Education
Virginia Polytechnic Institute and State University
Bachelor's Degree, Bachelor's Degree-Finance
Northwest Missouri State University
Master of Business Administration (M.B.A.)
Michael J. Evanoff, CFP® Michael J. Evanoff, CFP®'s Ameriprise Financial Services, Inc. Experience February 2009 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2009 - Present
Banc of America Investment Services, Inc. October 2004 - February 2009
Quick & Reilly June 2001 - October 2004
Skills
Asset Management, Wealth, Mutual Funds, Financial Planners, Securities, Insurance, Financial Planning, Financial Advisory, Retirement Planning, Series 7, Portfolio Management, Wealth Management, Estate Planning, Series 63, Investments, Finance, Series 24
Education
University of Pittsburgh 1989 — 1993
Bachelor of Arts (B.A.), Business/Political Science, Accounting Certificate
Oglethorpe University
CFP® Certification education program
Ameriprise Financial Services, Inc. February 2009 - Present
Banc of America Investment Services, Inc. October 2004 - February 2009
Quick & Reilly June 2001 - October 2004
Skills
Asset Management, Wealth, Mutual Funds, Financial Planners, Securities, Insurance, Financial Planning, Financial Advisory, Retirement Planning, Series 7, Portfolio Management, Wealth Management, Estate Planning, Series 63, Investments, Finance, Series 24
Education
University of Pittsburgh 1989 — 1993
Bachelor of Arts (B.A.), Business/Political Science, Accounting Certificate
Oglethorpe University
CFP® Certification education program
Daniel Mikul's Ameriprise Financial Services, Inc. Experience April 2011 - June 2014
Job Team Lead at RiverSource Life Insurance Company
Industry Financial Services
Experience
RiverSource April 2015 - Present
RiverSource July 2014 - March 2015
Ameriprise Financial Services, Inc. April 2011 - June 2014
JM Tree Service January 2006 - March 2011
Skills
Financial Analysis, Fundraising, Project Planning, Team Building, Microsoft Office, Microsoft Excel, Social Media
Education
Northwestern College 2007 — 2010
Bachelor of Science, Marketing
RiverSource April 2015 - Present
RiverSource July 2014 - March 2015
Ameriprise Financial Services, Inc. April 2011 - June 2014
JM Tree Service January 2006 - March 2011
Skills
Financial Analysis, Fundraising, Project Planning, Team Building, Microsoft Office, Microsoft Excel, Social Media
Education
Northwestern College 2007 — 2010
Bachelor of Science, Marketing
Ronald Puccinelli Jr's Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Registered Principal at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
Consultant February 2010 - May 2011
E*TRADE Financial January 2009 - February 2010
Dunham & Associates July 2008 - September 2008
Kelmoore Investment Co Inc. August 2005 - July 2008
Kelmoore Investment Company November 2003 - September 2005
Morgan Stanley 2000 - 2003
Education
Notre Dame de Namur University 1997 — 2000
Bachelors of Science, Finance/ Economics
Ameriprise Financial Services, Inc. April 2011 - Present
Consultant February 2010 - May 2011
E*TRADE Financial January 2009 - February 2010
Dunham & Associates July 2008 - September 2008
Kelmoore Investment Co Inc. August 2005 - July 2008
Kelmoore Investment Company November 2003 - September 2005
Morgan Stanley 2000 - 2003
Education
Notre Dame de Namur University 1997 — 2000
Bachelors of Science, Finance/ Economics
Madeline Buescher, CFP®, CRPC® Madeline Buescher, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience December 1984 - Present
Job Financial Advisor, An Ameriprise Platinum Financial Services® practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1984 - Present
Education
The University of Montana - School of Business Administration 1979 — 1981
B. A., Statistics
Northwestern University 1977 — 1978
Economics
Ameriprise Financial Services, Inc. December 1984 - Present
Education
The University of Montana - School of Business Administration 1979 — 1981
B. A., Statistics
Northwestern University 1977 — 1978
Economics
Richard D. Davis; CFP Richard D. Davis; CFP's Ameriprise Financial Services, Inc. Experience February 2006 - Present
Job Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2006 - Present
Ameriprise Financial 2006 - Present
Smith Barney April 1996 - February 2006
MetLife 1988 - 1996
Skills
Retirement Planning, Financial Planners, Options, Strategic Financial..., Insurance, Financial Analysis, Investment Strategies, Risk Management, Investments, Asset Managment, Series 7, Saving for Education, Retirement
Education
Oglethorpe University 2002 — 2004
CFP, Finance
Penn State University 1969 — 1974
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc. February 2006 - Present
Ameriprise Financial 2006 - Present
Smith Barney April 1996 - February 2006
MetLife 1988 - 1996
Skills
Retirement Planning, Financial Planners, Options, Strategic Financial..., Insurance, Financial Analysis, Investment Strategies, Risk Management, Investments, Asset Managment, Series 7, Saving for Education, Retirement
Education
Oglethorpe University 2002 — 2004
CFP, Finance
Penn State University 1969 — 1974
Bachelor of Science (B.S.)
Markeith Boney's Ameriprise Financial Services, Inc. Experience October 2014 - May 2015
Job Account coordinator Safety division at Walman Optical Company
Industry Medical Devices
Experience
Ameriprise Financial Services, Inc. October 2014 - May 2015
Scanlan International Inc January 2012 - April 2014
Best Buy October 2010 - January 2012
US Bank September 2009 - August 2010
Asset Marketing July 2007 - August 2009
Alexander's Mobility Services March 2005 - May 2007
Skills
Sales Presentations, Managed Services, Marketing Analysis, Direct Sales, Business Development, Multi-Focused Organizer, Management, Cold Calling, Time Management, Strategic Planner, Product Launch, Hospitals, B2B, Sales, Market Analysis, CRM, Sales Operations, Sales Process, Sales Management, Account Management, Business to Business..., Client Relationship..., Customer Service..., Client Needs Assessment, Negotiations, Detail Oriented, Selling, Selling Skills, Customer Retention, Purchasing, Sales Force Development, Salesforce.com, Product Marketing, P&L Management, Competitive Analysis, Market Planning, Pricing, Building Relationships, Lead Generation, Solution Selling, Salesforce.com System..., Leadership, Customer Service, Marketing, Training, Team Building, Strategic Planning, Contract Negotiation, Team Leadership, Marketing Strategy
Education
Northwestern College 1999 — 2003
Bachelor of Science (BS), Communication, General
Ameriprise Financial Services, Inc. October 2014 - May 2015
Scanlan International Inc January 2012 - April 2014
Best Buy October 2010 - January 2012
US Bank September 2009 - August 2010
Asset Marketing July 2007 - August 2009
Alexander's Mobility Services March 2005 - May 2007
Skills
Sales Presentations, Managed Services, Marketing Analysis, Direct Sales, Business Development, Multi-Focused Organizer, Management, Cold Calling, Time Management, Strategic Planner, Product Launch, Hospitals, B2B, Sales, Market Analysis, CRM, Sales Operations, Sales Process, Sales Management, Account Management, Business to Business..., Client Relationship..., Customer Service..., Client Needs Assessment, Negotiations, Detail Oriented, Selling, Selling Skills, Customer Retention, Purchasing, Sales Force Development, Salesforce.com, Product Marketing, P&L Management, Competitive Analysis, Market Planning, Pricing, Building Relationships, Lead Generation, Solution Selling, Salesforce.com System..., Leadership, Customer Service, Marketing, Training, Team Building, Strategic Planning, Contract Negotiation, Team Leadership, Marketing Strategy
Education
Northwestern College 1999 — 2003
Bachelor of Science (BS), Communication, General
Daniel Schumann Daniel Schumann's Ameriprise Financial Services, Inc. Experience July 2011 - May 2012
Job Branch Office Compliance Examiner
Industry Financial Services
Experience
Large Broker Dealer November 2014 - Present
US Banccorp 2012 - 2014
Wells Fargo May 2012 - June 2012
Ameriprise Financial Services, Inc. July 2011 - May 2012
Schumann Vending February 2009 - December 2011
Frontline Asset Strategies, LLC March 2011 - July 2011
NCO Financial Systems May 2010 - April 2011
CVS Caremark Corporation May 2010 - October 2010
Skills
Mutual Funds, Series 7, Series 63, Series 65, Customer Service, Financial Analysis, Wealth Management, Investment Strategies, Asset Allocation, Portfolio Management, Securities, Equities, Trading, Bonds, Insurance, Risk Management, Microsoft Excel, Options, Corporate Finance, Debt Management, Microsoft Office, Training, Bloomberg, FINRA, Alternative Investments, Equity Research, Electronic Trading, Series 24, Management, Financial Services, Investments
Education
Northwestern College 2006 — 2010
Bachelor of Science (B.S.), Psychology
Concordia Academy 2002 — 2006
College prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Large Broker Dealer November 2014 - Present
US Banccorp 2012 - 2014
Wells Fargo May 2012 - June 2012
Ameriprise Financial Services, Inc. July 2011 - May 2012
Schumann Vending February 2009 - December 2011
Frontline Asset Strategies, LLC March 2011 - July 2011
NCO Financial Systems May 2010 - April 2011
CVS Caremark Corporation May 2010 - October 2010
Skills
Mutual Funds, Series 7, Series 63, Series 65, Customer Service, Financial Analysis, Wealth Management, Investment Strategies, Asset Allocation, Portfolio Management, Securities, Equities, Trading, Bonds, Insurance, Risk Management, Microsoft Excel, Options, Corporate Finance, Debt Management, Microsoft Office, Training, Bloomberg, FINRA, Alternative Investments, Equity Research, Electronic Trading, Series 24, Management, Financial Services, Investments
Education
Northwestern College 2006 — 2010
Bachelor of Science (B.S.), Psychology
Concordia Academy 2002 — 2006
College prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Susan Coffey Susan Coffey's Ameriprise Financial Services, Inc. Experience 2004 - Present
Job Tax and Financial Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2004 - Present
H&R Block November 2009 - December 2013
TD 2006 - 2008
Digital Equipment Corporation July 1981 - December 1995
Texas Instruments October 1978 - November 1981
Skills
Tax, Financial Services, Process Improvement, Strategic Planning, Team Building, Management, Nonprofits, Coaching, Change Management, Team Leadership, Business Strategy
Education
Oklahoma Christian University 1971 — 1975
Bachelor of Science
Ben Franklin 1969 — 1971
High School
Ameriprise Financial Services, Inc. 2004 - Present
H&R Block November 2009 - December 2013
TD 2006 - 2008
Digital Equipment Corporation July 1981 - December 1995
Texas Instruments October 1978 - November 1981
Skills
Tax, Financial Services, Process Improvement, Strategic Planning, Team Building, Management, Nonprofits, Coaching, Change Management, Team Leadership, Business Strategy
Education
Oklahoma Christian University 1971 — 1975
Bachelor of Science
Ben Franklin 1969 — 1971
High School
Peter Taafe, CRPC, CFP's Ameriprise Financial Services, Inc. Experience January 2000 - Present
Job Financial Advisor, Certified Financial Planner professional, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2000 - Present
Sound Investment Services 1994 - 2000
Foresters Financial Services 1988 - 1994
Education
Ohio University
Ameriprise Financial Services, Inc. January 2000 - Present
Sound Investment Services 1994 - 2000
Foresters Financial Services 1988 - 1994
Education
Ohio University
William V. Caddick, Jr., CFP®, CRPC®, AWMA® William V. Caddick, Jr., CFP®, CRPC®, AWMA®'s Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Associate Financial Advisor with Klassa, Swaggerty & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2008 - Present
Ameriprise Financial Services, Inc. January 2006 - October 2008
Education
Western Michigan University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Oakland Community College 2000 — 2003
Associate's degree, Business Administration
Ameriprise Financial Services, Inc. October 2008 - Present
Ameriprise Financial Services, Inc. January 2006 - October 2008
Education
Western Michigan University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Oakland Community College 2000 — 2003
Associate's degree, Business Administration
Alicia Templeton, CRPC, MBA's Ameriprise Financial Services, Inc. Experience May 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2009 - Present
Education
Wellesley College 1969 — 1973
BA, English Literature
Northwestern University
MA, Communications
University of Southern California
MBA, Finance
Ameriprise Financial Services, Inc. May 2009 - Present
Education
Wellesley College 1969 — 1973
BA, English Literature
Northwestern University
MA, Communications
University of Southern California
MBA, Finance
Amanda Lyons's Ameriprise Financial Services, Inc. Experience October 2008 - March 2009
Job Financial Planning Analyst at Cornerstone Capital Advisors
Industry Financial Services
Experience
Cornerstone Capital Advisors August 2015 - Present
Alliance Financial Services, Inc. January 2015 - July 2015
AXA Advisors October 2012 - January 2015
Huntington Investment Company March 2011 - September 2012
Huntington National Bank October 2009 - February 2011
Ameriprise Financial Services, Inc. October 2008 - March 2009
Skills
Series 7, Series 66, Mutual Funds, Wealth Management, Retirement Planning, Investments, Retirement, Investment Advisory, Asset Allocation, Fixed Annuities, Banking, Insurance
Education
Ohio University 2004 — 2008
BBA, Finance, Business Economics
Newcomerstown High School 2000 — 2004
Cornerstone Capital Advisors August 2015 - Present
Alliance Financial Services, Inc. January 2015 - July 2015
AXA Advisors October 2012 - January 2015
Huntington Investment Company March 2011 - September 2012
Huntington National Bank October 2009 - February 2011
Ameriprise Financial Services, Inc. October 2008 - March 2009
Skills
Series 7, Series 66, Mutual Funds, Wealth Management, Retirement Planning, Investments, Retirement, Investment Advisory, Asset Allocation, Fixed Annuities, Banking, Insurance
Education
Ohio University 2004 — 2008
BBA, Finance, Business Economics
Newcomerstown High School 2000 — 2004
Tim Moffitt's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Northwestern Mutual Financial Network August 2001 - August 2014
Ameritech & SBC 1996 - 2001
Kraft Foods 1979 - December 1995
Skills
Strategy, Strategic Financial..., Wealth Management, Financial Advisory, Securities, Project Planning, Sales Management, Creative Direction, Retirement Planning, Investments, Retirement, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA
University of Wisconsin - Eau Claire 1974 — 1978
BA, History
Ameriprise Financial Services, Inc. August 2014 - Present
Northwestern Mutual Financial Network August 2001 - August 2014
Ameritech & SBC 1996 - 2001
Kraft Foods 1979 - December 1995
Skills
Strategy, Strategic Financial..., Wealth Management, Financial Advisory, Securities, Project Planning, Sales Management, Creative Direction, Retirement Planning, Investments, Retirement, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA
University of Wisconsin - Eau Claire 1974 — 1978
BA, History
Houston R. Sanders Jr. Houston R. Sanders Jr.'s Ameriprise Financial Services, Inc. Experience February 2007 - March 2010
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. March 2010 - Present
Ameriprise Financial Services, Inc. February 2007 - March 2010
Education
Oakland University
Bachelor of Science (B.S.)
J.P. Morgan Chase Bank N.A. March 2010 - Present
Ameriprise Financial Services, Inc. February 2007 - March 2010
Education
Oakland University
Bachelor of Science (B.S.)
George David Fritts, CFP, APMA, CLU, CRPC, MBA George David Fritts, CFP, APMA, CLU, CRPC, MBA's Ameriprise Financial Services, Inc. Experience October 1999 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1999 - Present
Pekor and Associates 1994 - 1999
Education
Sewanee-The University of the South 2008 — 2010
-
Oglethorpe University 1996 — 1999
CFP
Rensselaer Polytechnic Institute 1977 — 1979
MBA
The University of Georgia 1969 — 1973
BBA
Ameriprise Financial Services, Inc. October 1999 - Present
Pekor and Associates 1994 - 1999
Education
Sewanee-The University of the South 2008 — 2010
-
Oglethorpe University 1996 — 1999
CFP
Rensselaer Polytechnic Institute 1977 — 1979
MBA
The University of Georgia 1969 — 1973
BBA
Eric Lleva Eric Lleva's Ameriprise Financial Services, Inc. Experience February 1991 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1991 - Present
Education
Northwestern University 1987 — 1989
Master of Arts (MA), Economics
University of Minnesota-Twin Cities 1982 — 1987
Bachelor of Arts (BA), Economics
Ameriprise Financial Services, Inc. February 1991 - Present
Education
Northwestern University 1987 — 1989
Master of Arts (MA), Economics
University of Minnesota-Twin Cities 1982 — 1987
Bachelor of Arts (BA), Economics
Brad Bromley Brad Bromley's Ameriprise Financial Services, Inc. Experience January 1993 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1993 - Present
Skills
Retirement, Series 63, Investments, Retirement Planning, Securities, Strategic Financial..., Bonds, Finance, Mutual Funds, Series 7, Wealth, Series 24, Investment Advisory, Wealth Management, Financial Advisory, Uniform Combined State..., Asset Allocation, Microsoft Office
Education
Northwood University 1984 — 1987
BBA, Economics
Ameriprise Financial Services, Inc. January 1993 - Present
Skills
Retirement, Series 63, Investments, Retirement Planning, Securities, Strategic Financial..., Bonds, Finance, Mutual Funds, Series 7, Wealth, Series 24, Investment Advisory, Wealth Management, Financial Advisory, Uniform Combined State..., Asset Allocation, Microsoft Office
Education
Northwood University 1984 — 1987
BBA, Economics
P. Michael Smeltzer's Ameriprise Financial Services, Inc. Experience 1999 - 2002
Job CRPC, Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 2002 - Present
Ameriprise Financial Services, Inc. 1999 - 2002
Education
Ohio University
B.B.A., Finance
Ameriprise Financial 2002 - Present
Ameriprise Financial Services, Inc. 1999 - 2002
Education
Ohio University
B.B.A., Finance
Katherine A. Gee, PMP, CSM Katherine A. Gee, PMP, CSM's Ameriprise Financial Services, Inc. Experience 2008 - 2009
Job Senior Manager, Program Management IT at National Marrow Donor Program
Industry Hospital & Health Care
Experience
Be The Match operated by National Marrow Donor Program July 2010 - Present
Hollstadt & Associates February 1997 - July 2010
OptumHealth August 2009 - January 2010
Ameriprise Financial Services, Inc. 2008 - 2009
Blue Cross Blue Shield of Minnesota 2007 - 2008
Boston Scientific 1996 - 1997
Accenture 1988 - 1996
Skills
Program Management, Project Management, PMP, Strategy, Leadership, Change Management, PMO, Integration, Financial Services, Management, Risk Management, Healthcare, Software Development, Budgets, Process Improvement, Vendor Management, Strategic Planning, Business Analysis
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, Marketing
Northwestern University 1981 — 1985
BA, Biology
Be The Match operated by National Marrow Donor Program July 2010 - Present
Hollstadt & Associates February 1997 - July 2010
OptumHealth August 2009 - January 2010
Ameriprise Financial Services, Inc. 2008 - 2009
Blue Cross Blue Shield of Minnesota 2007 - 2008
Boston Scientific 1996 - 1997
Accenture 1988 - 1996
Skills
Program Management, Project Management, PMP, Strategy, Leadership, Change Management, PMO, Integration, Financial Services, Management, Risk Management, Healthcare, Software Development, Budgets, Process Improvement, Vendor Management, Strategic Planning, Business Analysis
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, Marketing
Northwestern University 1981 — 1985
BA, Biology
Joel Mullins Joel Mullins's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Director Capital Markets Product Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Columbia Management March 2011 - October 2013
Ameriprise Financial Services, Inc. 2009 - 2011
Ameriprise Financial Services, Inc. 2006 - 2009
Ameriprise Financial Services, Inc. 2004 - 2006
Ameriprise Financial Services, Inc. 2003 - 2004
Education
Northwestern College
Bachelor of Science, Business Administration, Marketing
Ameriprise Financial Services, Inc. October 2013 - Present
Columbia Management March 2011 - October 2013
Ameriprise Financial Services, Inc. 2009 - 2011
Ameriprise Financial Services, Inc. 2006 - 2009
Ameriprise Financial Services, Inc. 2004 - 2006
Ameriprise Financial Services, Inc. 2003 - 2004
Education
Northwestern College
Bachelor of Science, Business Administration, Marketing
Ronica Hopkins's Ameriprise Financial Services, Inc. Experience September 2012 - August 2015
Job Recruiter exploring new opportunities in Minneapolis
Industry Financial Services
Experience
Thirty-One Gifts August 2013 - Present
Ameriprise Financial Services, Inc. September 2012 - August 2015
Ameriprise Financial Services, Inc. January 2012 - September 2012
Skills
Microsoft Office, PeopleSoft, Kenexa, Customer Service, Interviewing Skills, Scheduling
Education
Ohio Dominican University 2004 — 2007
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Thirty-One Gifts August 2013 - Present
Ameriprise Financial Services, Inc. September 2012 - August 2015
Ameriprise Financial Services, Inc. January 2012 - September 2012
Skills
Microsoft Office, PeopleSoft, Kenexa, Customer Service, Interviewing Skills, Scheduling
Education
Ohio Dominican University 2004 — 2007
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Eric Wathen Eric Wathen's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Raymond James Financial, Inc. January 2007 - May 2015
Education
Oakland University 2008 — 2010
Master of Business Administration (M.B.A.), Economics
Oakland University 2006 — 2008
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. May 2015 - Present
Raymond James Financial, Inc. January 2007 - May 2015
Education
Oakland University 2008 — 2010
Master of Business Administration (M.B.A.), Economics
Oakland University 2006 — 2008
Bachelor of Science (B.S.), Finance, General
Karina Jhangiani Karina Jhangiani's Ameriprise Financial Services, Inc. Experience June 2012 - March 2013
Job Investment Banking Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - August 2014
Deutsche Bank June 2013 - August 2013
Merrill Lynch Private Banking and Investment Group April 2013 - June 2013
Ameriprise Financial Services, Inc. June 2012 - March 2013
Education
Northwestern University 2011 — 2015
Beavercreek High School 2007 — 2011
Citi June 2014 - August 2014
Deutsche Bank June 2013 - August 2013
Merrill Lynch Private Banking and Investment Group April 2013 - June 2013
Ameriprise Financial Services, Inc. June 2012 - March 2013
Education
Northwestern University 2011 — 2015
Beavercreek High School 2007 — 2011
Amy Wolken CFP CFS CRPC Amy Wolken CFP CFS CRPC's Ameriprise Financial Services, Inc. Experience May 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1999 - Present
Gene DelVecchio, CFP March 1989 - May 1999
Northwest Missouri State University May 1979 - May 1981
Education
Southwestern Community College 1981 — 1983
AS, Accounting
Northwest Missouri State University 1979 — 1981
Accounting
Ameriprise Financial Services, Inc. May 1999 - Present
Gene DelVecchio, CFP March 1989 - May 1999
Northwest Missouri State University May 1979 - May 1981
Education
Southwestern Community College 1981 — 1983
AS, Accounting
Northwest Missouri State University 1979 — 1981
Accounting
Emily P Richardson's Ameriprise Financial Services, Inc. Experience March 2012 - May 2013
Job Project Coordinator at Alter Imaging
Industry Marketing and Advertising
Experience
Alter Imaging January 2015 - Present
Wells Fargo May 2014 - January 2015
Ohio University August 2013 - May 2014
Pillar Technology June 2013 - April 2014
Nordstrom December 2011 - July 2013
Ameriprise Financial Services, Inc. March 2012 - May 2013
Crѐo June 2012 - July 2012
SonLight Power March 2012 - March 2012
Abercrombie & Fitch March 2008 - July 2011
Columbus Blue Jackets October 2009 - July 2010
Skills
Marketing, Social Media, Sales, Time Management, Teamwork, Facebook, Management, PowerPoint, Microsoft Office, Customer Service, Social Networking, Analysis, Fundraising, Microsoft Excel, Outlook, Microsoft Word, Public Relations, Social Media Marketing, Retail, Leadership, Team Leadership, Market Research, Digital Marketing, Marketing Strategy, Event Planning, Cold Calling, RegOnline, iMovie, Constant Contact, WordPress, Research, Event Management, Marketing Communications, Account Management, Marketing Research, InDesign, HTML, Strategic Planning, Online Marketing
Education
Ohio University 2010 — 2014
Bachelor's Degree, Marketing and Management Information Systems
Gahanna Lincoln Highschool 2006 — 2010
Alter Imaging January 2015 - Present
Wells Fargo May 2014 - January 2015
Ohio University August 2013 - May 2014
Pillar Technology June 2013 - April 2014
Nordstrom December 2011 - July 2013
Ameriprise Financial Services, Inc. March 2012 - May 2013
Crѐo June 2012 - July 2012
SonLight Power March 2012 - March 2012
Abercrombie & Fitch March 2008 - July 2011
Columbus Blue Jackets October 2009 - July 2010
Skills
Marketing, Social Media, Sales, Time Management, Teamwork, Facebook, Management, PowerPoint, Microsoft Office, Customer Service, Social Networking, Analysis, Fundraising, Microsoft Excel, Outlook, Microsoft Word, Public Relations, Social Media Marketing, Retail, Leadership, Team Leadership, Market Research, Digital Marketing, Marketing Strategy, Event Planning, Cold Calling, RegOnline, iMovie, Constant Contact, WordPress, Research, Event Management, Marketing Communications, Account Management, Marketing Research, InDesign, HTML, Strategic Planning, Online Marketing
Education
Ohio University 2010 — 2014
Bachelor's Degree, Marketing and Management Information Systems
Gahanna Lincoln Highschool 2006 — 2010
Troy Ascher Troy Ascher's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job HRIS Analyst at Ameriprise Financial Services, Inc.
Industry Food & Beverages
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Caribou Coffee October 2013 - June 2015
Caribou Coffee May 2012 - October 2013
Caribou Coffee August 2010 - May 2012
Allstate February 2010 - January 2012
Medica September 2008 - February 2010
Target September 2006 - March 2008
Express Scripts April 2004 - February 2006
Caribou Coffee May 2001 - April 2004
Skills
Employee Benefits, HRIS, HRIS Database Management, Leave Administration, Leave of Absence, Leave of Absence..., Leave of Absence..., Benefits Administration, Compensation & Benefit, Benefits Design, Total Rewards, Total Rewards Strategies, Employee Relations, Employee Engagement, Employee Recognition, Employee Wellness..., Customer Service, Sales, Account Management, Full-life Cycle..., Recruiting, Talent Acquisition, Management, Onboarding, Applicant Tracking..., Training, Hiring, Time Management, Team Building, Leadership, Retail, Microsoft Office
Education
Hopkins
Hopkins
Northwestern College
Ameriprise Financial Services, Inc. July 2015 - Present
Caribou Coffee October 2013 - June 2015
Caribou Coffee May 2012 - October 2013
Caribou Coffee August 2010 - May 2012
Allstate February 2010 - January 2012
Medica September 2008 - February 2010
Target September 2006 - March 2008
Express Scripts April 2004 - February 2006
Caribou Coffee May 2001 - April 2004
Skills
Employee Benefits, HRIS, HRIS Database Management, Leave Administration, Leave of Absence, Leave of Absence..., Leave of Absence..., Benefits Administration, Compensation & Benefit, Benefits Design, Total Rewards, Total Rewards Strategies, Employee Relations, Employee Engagement, Employee Recognition, Employee Wellness..., Customer Service, Sales, Account Management, Full-life Cycle..., Recruiting, Talent Acquisition, Management, Onboarding, Applicant Tracking..., Training, Hiring, Time Management, Team Building, Leadership, Retail, Microsoft Office
Education
Hopkins
Hopkins
Northwestern College
Martina Bell's Ameriprise Financial Services, Inc. Experience July 2009 - November 2011
Job Merchandising Manager at Victoria's Secret
Industry Apparel & Fashion
Experience
Victoria's Secret October 2014 - Present
Victoria's Secret March 2013 - October 2014
Pannee Group, Inc. DBA Panacea January 2012 - March 2012
RuffaloCODY June 2011 - November 2011
Ameriprise Financial Services, Inc. July 2009 - November 2011
Victoria's Secret November 2008 - January 2009
Skills
Fashion, Retail, Visual Merchandising, Sales, Merchandising, Event Planning, Sales Management, Public Speaking, Management, Process Scheduler, Marketing, Customer Service, Facebook, Leadership, Training, PowerPoint, Social Networking, Microsoft Office, Microsoft Word
Education
Ohio University 2007 — 2012
Bachelor of Science (B.S.), Retail Merchandising and Fashion Product Development, Consumer Sciences
Ohio University 2007 — 2011
Bachelor of Science, Retail Merchandising and Fashion Product Development, Business Administration
Victoria's Secret October 2014 - Present
Victoria's Secret March 2013 - October 2014
Pannee Group, Inc. DBA Panacea January 2012 - March 2012
RuffaloCODY June 2011 - November 2011
Ameriprise Financial Services, Inc. July 2009 - November 2011
Victoria's Secret November 2008 - January 2009
Skills
Fashion, Retail, Visual Merchandising, Sales, Merchandising, Event Planning, Sales Management, Public Speaking, Management, Process Scheduler, Marketing, Customer Service, Facebook, Leadership, Training, PowerPoint, Social Networking, Microsoft Office, Microsoft Word
Education
Ohio University 2007 — 2012
Bachelor of Science (B.S.), Retail Merchandising and Fashion Product Development, Consumer Sciences
Ohio University 2007 — 2011
Bachelor of Science, Retail Merchandising and Fashion Product Development, Business Administration
Jim Bussey, MBA Jim Bussey, MBA's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
JBC Unlimited LLC September 2013 - July 2015
AB Mauri Fleischmann's September 2011 - September 2013
Hostess Brands October 2009 - September 2011
Danisco USA December 2005 - October 2009
Caravan Ingredients January 2001 - December 2005
J.R. Short Milling Co. October 1991 - January 2001
Education
The University of Texas at Arlington 2006 — 2007
Exec MBA, International Business
Northwood University 2004 — 2006
BBA, Summa Cum Laude
Ameriprise Financial Services, Inc. April 2015 - Present
JBC Unlimited LLC September 2013 - July 2015
AB Mauri Fleischmann's September 2011 - September 2013
Hostess Brands October 2009 - September 2011
Danisco USA December 2005 - October 2009
Caravan Ingredients January 2001 - December 2005
J.R. Short Milling Co. October 1991 - January 2001
Education
The University of Texas at Arlington 2006 — 2007
Exec MBA, International Business
Northwood University 2004 — 2006
BBA, Summa Cum Laude
Caren Boatman Caren Boatman's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
LPL Financial - Independent Financial Advisors / David Kelton May 2011 - May 2013
Mid American Connections October 2003 - March 2009
Rams Horn Restaurant September 1995 - October 2003
Skills
FINRA Series 7 & 66, Life, Health, Accident..., Variable Annuities, Training, Public Speaking, Customer Service, Management, Microsoft Office, ThomsonOne, Sage CRM, Worldspan, Travel Planning, Education, Resume Writing, Investments, Banking, FINRA, Team Building
Education
Walsh College of Accountancy and Business Administration 2009 — 2011
Bachelor of Business Administration (BBA), Major in Finance, Cum Laude - 3.77 GPA
Oakland Community College 2006 — 2009
Associate's degree, Business Administration / Accounting, Summa Cum Laude - 3.92 GPA
Ameriprise Financial Services, Inc. January 2014 - Present
LPL Financial - Independent Financial Advisors / David Kelton May 2011 - May 2013
Mid American Connections October 2003 - March 2009
Rams Horn Restaurant September 1995 - October 2003
Skills
FINRA Series 7 & 66, Life, Health, Accident..., Variable Annuities, Training, Public Speaking, Customer Service, Management, Microsoft Office, ThomsonOne, Sage CRM, Worldspan, Travel Planning, Education, Resume Writing, Investments, Banking, FINRA, Team Building
Education
Walsh College of Accountancy and Business Administration 2009 — 2011
Bachelor of Business Administration (BBA), Major in Finance, Cum Laude - 3.77 GPA
Oakland Community College 2006 — 2009
Associate's degree, Business Administration / Accounting, Summa Cum Laude - 3.92 GPA
Jacob Arnie Richardson's Ameriprise Financial Services, Inc. Experience March 2011 - July 2012
Job Load Research Analyst at American Electric Power
Industry Utilities
Experience
American Electric Power September 2012 - Present
Ameriprise Financial Services, Inc. March 2011 - July 2012
Habitat for Humanity International September 2010 - November 2010
Planete Tigre June 2010 - July 2010
Abercrombie & Fitch 2007 - 2010
Skills
Load Research, Data Analysis, Sample Design, SAS programming, Statistics, Actuarial Science, Calculus, Microsoft Office, C++, Matlab, Retirement Planning, Morningstar, Strategic Financial..., Investments, Management
Education
Ohio University 2008 — 2012
Bachelor of Business Administration, Finance & Mathematics
Gahanna Lincoln High School 2004 — 2008
American Electric Power September 2012 - Present
Ameriprise Financial Services, Inc. March 2011 - July 2012
Habitat for Humanity International September 2010 - November 2010
Planete Tigre June 2010 - July 2010
Abercrombie & Fitch 2007 - 2010
Skills
Load Research, Data Analysis, Sample Design, SAS programming, Statistics, Actuarial Science, Calculus, Microsoft Office, C++, Matlab, Retirement Planning, Morningstar, Strategic Financial..., Investments, Management
Education
Ohio University 2008 — 2012
Bachelor of Business Administration, Finance & Mathematics
Gahanna Lincoln High School 2004 — 2008
Julie D'Anastasio Julie D'Anastasio's Ameriprise Financial Services, Inc. Experience January 2008 - January 2011
Job at Cetera Advisors, LLC
Industry Financial Services
Experience
Cetera Advisors LLC March 2014 - Present
Curian Capital January 2011 - March 2014
Ameriprise Financial Services, Inc. January 2008 - January 2011
Elder Automotive Group October 2004 - December 2007
Skills
Marketing, Negotiation, Event Management, Event Planning, Sales Management, Budgets, Leadership, Strategic Planning, Press Releases, Sales, Project Management, Management, Microsoft Excel, Customer Service, Training, Account Management, Strategy, Microsoft Office, CRM
Education
Oakland University 2002 — 2003
B.A, Communications
Oakland University
B.A, Communications
Saint Mary's College 1999 — 2002
Communications
CommunicationsSaint Mary's College
Cetera Advisors LLC March 2014 - Present
Curian Capital January 2011 - March 2014
Ameriprise Financial Services, Inc. January 2008 - January 2011
Elder Automotive Group October 2004 - December 2007
Skills
Marketing, Negotiation, Event Management, Event Planning, Sales Management, Budgets, Leadership, Strategic Planning, Press Releases, Sales, Project Management, Management, Microsoft Excel, Customer Service, Training, Account Management, Strategy, Microsoft Office, CRM
Education
Oakland University 2002 — 2003
B.A, Communications
Oakland University
B.A, Communications
Saint Mary's College 1999 — 2002
Communications
CommunicationsSaint Mary's College
Terry L. Jue, CFP®, CRPC®, RFC® Terry L. Jue, CFP®, CRPC®, RFC®'s Ameriprise Financial Services, Inc. Experience October 2000 - Present
Job Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2000 - Present
Groeber, Jue & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. August 2011 - December 2013
Federal Reserve Board January 2000 - January 2000
FDIC June 1999 - August 1999
Education
Oberlin College 1997 — 2000
B.A.
Vanderbilt University 1996 — 1997
Ameriprise Financial Services, Inc. October 2000 - Present
Groeber, Jue & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. August 2011 - December 2013
Federal Reserve Board January 2000 - January 2000
FDIC June 1999 - August 1999
Education
Oberlin College 1997 — 2000
B.A.
Vanderbilt University 1996 — 1997
Beau Williams's Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Universal Home Mortgage May 2007 - March 2009
HSBC February 1998 - May 2007
Education
Northwestern State University 1992 — 1997
Bachelor of Science, Business Administration
Ameriprise Financial Services, Inc. March 2009 - Present
Universal Home Mortgage May 2007 - March 2009
HSBC February 1998 - May 2007
Education
Northwestern State University 1992 — 1997
Bachelor of Science, Business Administration
Mara Niedermayer, CISA Mara Niedermayer, CISA's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Senior IT Auditor at Ameriprise Financial Services, Inc.
Industry Retail
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Target May 2013 - March 2015
KPMG September 2011 - May 2013
Donaldson March 2011 - August 2011
Northwestern College September 2009 - March 2011
Northwestern College August 2007 - March 2011
Skills
SharePoint, Visio, Microsoft Office, Access, Microsoft Excel, Troubleshooting, SQL, Customer Service, PowerPoint, Project Management, Active Directory, Microsoft Word, IT Audit, Business Analysis, Networking, Windows 7, Databases, Information Technology
Education
Northwestern College 2007 — 2011
Bachelor of Science, Management of Information Systems
Ameriprise Financial Services, Inc. April 2015 - Present
Target May 2013 - March 2015
KPMG September 2011 - May 2013
Donaldson March 2011 - August 2011
Northwestern College September 2009 - March 2011
Northwestern College August 2007 - March 2011
Skills
SharePoint, Visio, Microsoft Office, Access, Microsoft Excel, Troubleshooting, SQL, Customer Service, PowerPoint, Project Management, Active Directory, Microsoft Word, IT Audit, Business Analysis, Networking, Windows 7, Databases, Information Technology
Education
Northwestern College 2007 — 2011
Bachelor of Science, Management of Information Systems
Renee Turunen's Ameriprise Financial Services, Inc. Experience August 2005 - December 2007
Job Procurement Analyst at Citrix, CoFounder of AWG Financial
Industry Logistics and Supply Chain
Experience
Citrix September 2014 - Present
AWG Financial December 2008 - Present
AMC Furniture Liquidators April 2014 - September 2014
New Media Mogul, Inc. April 2013 - September 2013
Ameriprise Financial Services, Inc. August 2005 - December 2007
Skills
Leadership, Marketing, Sales, Microsoft Office, Supply Chain Management, Team Leadership, Ariba, Investments, Microsoft Excel, Operations Management, Social Media Marketing, Business Process..., Change Management, Written & Oral..., Project Management, Insurance, Term Life Insurance, Strategic Financial..., Life Insurance, Health Insurance, Long-term Care, IRAs, Retirement Planning, Business, PowerPoint, Sales Management, Retirement, Financial Planning, Outlook, SAP ERP, Procurement, Management
Education
Nova Southeastern University 2013 — 2016
Master of Business Administration (M.B.A.), Business Operations, Process Improvement, Project management, 4.0
University of Florida 2003 — 2005
Bachelors, Communications, 3.0
Citrix September 2014 - Present
AWG Financial December 2008 - Present
AMC Furniture Liquidators April 2014 - September 2014
New Media Mogul, Inc. April 2013 - September 2013
Ameriprise Financial Services, Inc. August 2005 - December 2007
Skills
Leadership, Marketing, Sales, Microsoft Office, Supply Chain Management, Team Leadership, Ariba, Investments, Microsoft Excel, Operations Management, Social Media Marketing, Business Process..., Change Management, Written & Oral..., Project Management, Insurance, Term Life Insurance, Strategic Financial..., Life Insurance, Health Insurance, Long-term Care, IRAs, Retirement Planning, Business, PowerPoint, Sales Management, Retirement, Financial Planning, Outlook, SAP ERP, Procurement, Management
Education
Nova Southeastern University 2013 — 2016
Master of Business Administration (M.B.A.), Business Operations, Process Improvement, Project management, 4.0
University of Florida 2003 — 2005
Bachelors, Communications, 3.0
Lindley Baker Lindley Baker's Ameriprise Financial Services, Inc. Experience March 2013 - December 2013
Job Nursing Student
Industry Hospital & Health Care
Experience
Ameriprise Financial Services, Inc. March 2013 - December 2013
Fenwick Liquor March 2010 - March 2013
Skills
Inventory Management, Event Planning, Invoice Processing, QuickBooks, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Outlook, Budgets, Editing, Retail, Data Entry, Management
Education
Oklahoma City Community College 2014 — 2016
Associate in Applied Science, Registered Nursing/Registered Nurse
University of Central Oklahoma
Bachelor of Science, Fashion Marketing, 3.3/4.0
Ameriprise Financial Services, Inc. March 2013 - December 2013
Fenwick Liquor March 2010 - March 2013
Skills
Inventory Management, Event Planning, Invoice Processing, QuickBooks, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Outlook, Budgets, Editing, Retail, Data Entry, Management
Education
Oklahoma City Community College 2014 — 2016
Associate in Applied Science, Registered Nursing/Registered Nurse
University of Central Oklahoma
Bachelor of Science, Fashion Marketing, 3.3/4.0
Cierra Lopis's Ameriprise Financial Services, Inc. Experience 2010 - 2012
Job Cost Analyst at Ford Motor Company
Industry Accounting
Experience
Ford Motor Company 2012 - Present
Ameriprise Financial Services, Inc. 2010 - 2012
Skills
Microsoft Excel, Accounting
Education
Oakland University 2012 — 2013
Master's degree, Accounting
Saint Mary's University of Minnesota 2007 — 2011
Ford Motor Company 2012 - Present
Ameriprise Financial Services, Inc. 2010 - 2012
Skills
Microsoft Excel, Accounting
Education
Oakland University 2012 — 2013
Master's degree, Accounting
Saint Mary's University of Minnesota 2007 — 2011
Michele Maher Michele Maher's Ameriprise Financial Services, Inc. Experience February 2014 - April 2014
Job Office Specialist III at County of Santa Clara
Industry Executive Office
Experience
County of Santa Clara September 2014 - Present
Lavante, Inc. July 2014 - August 2014
Ameriprise Financial Services, Inc. February 2014 - April 2014
Giuliani and Kull December 2013 - February 2014
Full Sail University November 2010 - October 2013
Full Sail University May 2009 - November 2010
Aon Hewitt September 2008 - January 2009
Cunningham Test America March 2007 - January 2008
Skills
Customer Service, Outlook, Software Documentation, Microsoft Excel, Microsoft Word, Telephone Skills, Management, Admissions, CampusVue, Enrollment Management, Auditing, Data Entry, Microsoft Office, PowerPoint, Event Planning, Time Management, Social Networking, Facebook, Fax, Social Media, Administrative..., Leadership
Education
Ohlone College 2006 — 2008
Independence High School 2002 — 2006
County of Santa Clara September 2014 - Present
Lavante, Inc. July 2014 - August 2014
Ameriprise Financial Services, Inc. February 2014 - April 2014
Giuliani and Kull December 2013 - February 2014
Full Sail University November 2010 - October 2013
Full Sail University May 2009 - November 2010
Aon Hewitt September 2008 - January 2009
Cunningham Test America March 2007 - January 2008
Skills
Customer Service, Outlook, Software Documentation, Microsoft Excel, Microsoft Word, Telephone Skills, Management, Admissions, CampusVue, Enrollment Management, Auditing, Data Entry, Microsoft Office, PowerPoint, Event Planning, Time Management, Social Networking, Facebook, Fax, Social Media, Administrative..., Leadership
Education
Ohlone College 2006 — 2008
Independence High School 2002 — 2006
Curtis M. Thomasco, CFP, CRPC Curtis M. Thomasco, CFP, CRPC's Ameriprise Financial Services, Inc. Experience 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2002 - Present
Ameriprise Financial January 2000 - Present
Education
Northwestern University 2006 — 2007
CFP Certification
Wake Forest University, Winston-Salem, NC 1989 — 1993
BA
Ameriprise Financial Services, Inc. 2002 - Present
Ameriprise Financial January 2000 - Present
Education
Northwestern University 2006 — 2007
CFP Certification
Wake Forest University, Winston-Salem, NC 1989 — 1993
BA
Troy Williams's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Director Strategy and Business Development at Ameriprise Financial Services, Inc.
Industry Management Consulting
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - April 2014
McKinsey & Company June 2010 - August 2013
Best Buy October 2008 - August 2009
Best Buy March 2007 - September 2008
Best Buy May 2005 - February 2007
Best Buy September 2000 - May 2005
Skills
Consumer Electronics, Leadership, Merchandising, PowerPoint, Retail, E-commerce
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
Texas Christian University - M.J. Neeley School of Business 2001 — 2005
BBA
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - April 2014
McKinsey & Company June 2010 - August 2013
Best Buy October 2008 - August 2009
Best Buy March 2007 - September 2008
Best Buy May 2005 - February 2007
Best Buy September 2000 - May 2005
Skills
Consumer Electronics, Leadership, Merchandising, PowerPoint, Retail, E-commerce
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
Texas Christian University - M.J. Neeley School of Business 2001 — 2005
BBA
Johanna Schulman, MBA, ChFC, CLTC, CFP® Johanna Schulman, MBA, ChFC, CLTC, CFP®'s Ameriprise Financial Services, Inc. Experience September 1996 - Present
Job CERTIFIED FINANCIAL PLANNER at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1996 - Present
MassEquality 2007 - 2008
GLAD 1998 - 2008
Work/Family Directions June 1983 - September 1996
MIT January 1982 - June 1983
Shansi China, Taiyuan Engineering Institute June 1980 - January 1982
Education
Simmons College - Simmons School of Management 1995 — 1996
MBA cum laude, Business, Marketing
Wheelock College 1982 — 1985
MS, Human Service Administration
Oberlin College 1975 — 1979
BA, English
Ameriprise Financial Services, Inc. September 1996 - Present
MassEquality 2007 - 2008
GLAD 1998 - 2008
Work/Family Directions June 1983 - September 1996
MIT January 1982 - June 1983
Shansi China, Taiyuan Engineering Institute June 1980 - January 1982
Education
Simmons College - Simmons School of Management 1995 — 1996
MBA cum laude, Business, Marketing
Wheelock College 1982 — 1985
MS, Human Service Administration
Oberlin College 1975 — 1979
BA, English
Joshua J. Anglin's Ameriprise Financial Services, Inc. Experience March 2010 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2010 - Present
John Hancock Life Insurance Company (U.S.A.) March 2005 - March 2010
Education
Ohio Northern University 2000 — 2004
accounting, Business
Ameriprise Financial Services, Inc. March 2010 - Present
John Hancock Life Insurance Company (U.S.A.) March 2005 - March 2010
Education
Ohio Northern University 2000 — 2004
accounting, Business
Derek Wilhelm's Ameriprise Financial Services, Inc. Experience June 2004 - January 2005
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2012 - Present
PNC November 2011 - May 2012
Charles Schwab October 2006 - November 2011
Charles Schwab October 2006 - November 2011
Charles Schwab October 2006 - January 2007
Citizens Bank January 2005 - October 2006
Ameriprise Financial Services, Inc. June 2004 - January 2005
Belmont National Bank June 2001 - June 2003
Skills
Phone Sales, Microsoft Office Xp, Sales Management, Relationship Management, Investments, Retirement Planning, Retirement Plan..., Qualified Retirement..., Team Building, Separately Managed..., Investment Management, Investment Strategies, Investment Sales, New Clients, Existing Clients, Mutual Funds, Stocks, Exchange Traded Funds, Insurance, Leadership, Sales Presentations, Technical Presentations, Technical Sales...
Education
Robert Morris University 2005 — 2008
MBA, General Business MBA
Ohio University 2000 — 2004
Bachelor's, Finance
TD Ameritrade May 2012 - Present
PNC November 2011 - May 2012
Charles Schwab October 2006 - November 2011
Charles Schwab October 2006 - November 2011
Charles Schwab October 2006 - January 2007
Citizens Bank January 2005 - October 2006
Ameriprise Financial Services, Inc. June 2004 - January 2005
Belmont National Bank June 2001 - June 2003
Skills
Phone Sales, Microsoft Office Xp, Sales Management, Relationship Management, Investments, Retirement Planning, Retirement Plan..., Qualified Retirement..., Team Building, Separately Managed..., Investment Management, Investment Strategies, Investment Sales, New Clients, Existing Clients, Mutual Funds, Stocks, Exchange Traded Funds, Insurance, Leadership, Sales Presentations, Technical Presentations, Technical Sales...
Education
Robert Morris University 2005 — 2008
MBA, General Business MBA
Ohio University 2000 — 2004
Bachelor's, Finance
Jason Hawbecker Jason Hawbecker's Ameriprise Financial Services, Inc. Experience June 2006 - December 2007
Job Director of Strategy and Analytics at CVS Health
Industry Retail
Experience
CVS Health May 2015 - Present
Sears Holdings Corporation February 2014 - May 2015
Sears Holdings Corporation November 2012 - February 2014
TTK Partners, LLC August 2010 - November 2012
TTK Partners, LLC January 2008 - August 2010
Ameriprise Financial Services, Inc. June 2006 - December 2007
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Northwestern University 2002 — 2006
CVS Health May 2015 - Present
Sears Holdings Corporation February 2014 - May 2015
Sears Holdings Corporation November 2012 - February 2014
TTK Partners, LLC August 2010 - November 2012
TTK Partners, LLC January 2008 - August 2010
Ameriprise Financial Services, Inc. June 2006 - December 2007
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Northwestern University 2002 — 2006
Julie Peacock Julie Peacock's Ameriprise Financial Services, Inc. Experience June 2011 - August 2011
Job Senior HR Administrator
Industry Human Resources
Experience
LJA Engineering, Inc August 2013 - Present
Idera Software July 2013 - August 2013
Precious Formals June 2012 - June 2013
Ameriprise Financial Services, Inc. June 2011 - August 2011
Skills
Teamwork, PowerPoint, Social Media, Microsoft Office, Time Management, Microsoft Excel, Microsoft Word, Account Management, Sales, Social Media Marketing, Market Research, Outlook, Marketing, Email Marketing, Mergers & Acquisitions, Management, Facebook, Team Leadership, Salesforce.com
Education
Ohio University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Marketing and Finance
LJA Engineering, Inc August 2013 - Present
Idera Software July 2013 - August 2013
Precious Formals June 2012 - June 2013
Ameriprise Financial Services, Inc. June 2011 - August 2011
Skills
Teamwork, PowerPoint, Social Media, Microsoft Office, Time Management, Microsoft Excel, Microsoft Word, Account Management, Sales, Social Media Marketing, Market Research, Outlook, Marketing, Email Marketing, Mergers & Acquisitions, Management, Facebook, Team Leadership, Salesforce.com
Education
Ohio University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Marketing and Finance
Jerick Abbott's Ameriprise Financial Services, Inc. Experience January 2004 - August 2013
Job Financial Services Officer at Farm Credit MidAmerica
Industry Financial Services
Experience
Farm Credit Mid-America August 2013 - Present
Ameriprise Financial Services, Inc. January 2004 - August 2013
Abbott Farms Land Co. April 2001 - July 2013
London City Schools October 2011 - May 2013
The City of London municipal Pool May 2005 - September 2007
Skills
Agriculture, Agribusiness, Business Strategy, Farms, Budgets, Financial Analysis, Finance, Real Estate, Customer Service, Financial Reporting, Loans, Financial Services
Education
Ohio University 2006 — 2011
Bachelor of Science (B.S.), Integrated Mathematics
Ohio Fire Academy 2008 — 2009
Firefighter I/II + EMT-Basic Certification
Farm Credit Mid-America August 2013 - Present
Ameriprise Financial Services, Inc. January 2004 - August 2013
Abbott Farms Land Co. April 2001 - July 2013
London City Schools October 2011 - May 2013
The City of London municipal Pool May 2005 - September 2007
Skills
Agriculture, Agribusiness, Business Strategy, Farms, Budgets, Financial Analysis, Finance, Real Estate, Customer Service, Financial Reporting, Loans, Financial Services
Education
Ohio University 2006 — 2011
Bachelor of Science (B.S.), Integrated Mathematics
Ohio Fire Academy 2008 — 2009
Firefighter I/II + EMT-Basic Certification
J. Brad Hallett, ChFC's Ameriprise Financial Services, Inc. Experience 2008 - 2008
Job Trust Officer at First State Bank and Trust
Industry Financial Services
Experience
First State Bank and Trust 2012 - Present
Ameriprise Financial, Inc. 2010 - 2012
Ameriprise Financial Services, Inc. 2008 - 2008
US Bank 2005 - 2008
Northwestern Mutual 2001 - 2004
American Express 1995 - 2001
Mayo Clinic June 1991 - August 1991
Skills
Credit Analysis, Relationship Management, New Business Development, Account Management, Business Development, Portfolio Management, Series 7, Wealth Management, Commercial Lending, Commercial Banking, Investments, Risk Management, Loans, Banking, Credit, Asset Managment, Retirement Planning, Financial Analysis, Insurance, Business Planning, Leadership, Marketing, Finance, Financial Advisory, Business Analysis, CRM, Asset Management, Financial Modeling, Mergers & Acquisitions, Analysis, Small Business, Financial Services, Strategic Financial..., Investment Strategies, Mutual Funds, Mortgage Lending, Due Diligence, Strategy, Process Improvement, Accounting, Asset Allocation, Financial Planning
Education
The American College of Financial Services 2008 — 2012
ChFC - Chartered Financial Consultant, Insurance, income taxation, retirement planning, investments and estate planning
University of St. Thomas 1995 — 2000
M.B.A., Business Administration - Venture Management
University of St. Thomas 1990 — 1994
B.A., Biological Science, Accounting / Finance emphasis
Northwestern University - Kellogg School of Management 2001 — 2001
Graduate Education, Managing New Product Development
First State Bank and Trust 2012 - Present
Ameriprise Financial, Inc. 2010 - 2012
Ameriprise Financial Services, Inc. 2008 - 2008
US Bank 2005 - 2008
Northwestern Mutual 2001 - 2004
American Express 1995 - 2001
Mayo Clinic June 1991 - August 1991
Skills
Credit Analysis, Relationship Management, New Business Development, Account Management, Business Development, Portfolio Management, Series 7, Wealth Management, Commercial Lending, Commercial Banking, Investments, Risk Management, Loans, Banking, Credit, Asset Managment, Retirement Planning, Financial Analysis, Insurance, Business Planning, Leadership, Marketing, Finance, Financial Advisory, Business Analysis, CRM, Asset Management, Financial Modeling, Mergers & Acquisitions, Analysis, Small Business, Financial Services, Strategic Financial..., Investment Strategies, Mutual Funds, Mortgage Lending, Due Diligence, Strategy, Process Improvement, Accounting, Asset Allocation, Financial Planning
Education
The American College of Financial Services 2008 — 2012
ChFC - Chartered Financial Consultant, Insurance, income taxation, retirement planning, investments and estate planning
University of St. Thomas 1995 — 2000
M.B.A., Business Administration - Venture Management
University of St. Thomas 1990 — 1994
B.A., Biological Science, Accounting / Finance emphasis
Northwestern University - Kellogg School of Management 2001 — 2001
Graduate Education, Managing New Product Development
Salim A. Nathani, CFP®, MBA's Ameriprise Financial Services, Inc. Experience 2001 - 2015
Job Managing Principal at Benzer Capital
Industry Financial Services
Experience
Benzer Capital May 2015 - Present
Benzer Tax and Business Advisors 2010 - Present
University of Houston-Downtown January 2010 - Present
Ameriprise Financial Services, Inc. 2001 - 2015
Skills
Leadership, Strategic Planning, Finance, Strategy, Financial Analysis, Management, Project Management, Team Building, Risk Management, Program Management
Education
Rice University
Certificate, CERTIFIED FINANCIAL PLANNER™
University of Houston
Master of Business Administration (MBA), Finance
Oklahoma Baptist University
Bachelor of Business Administration (BBA), International Business
Benzer Capital May 2015 - Present
Benzer Tax and Business Advisors 2010 - Present
University of Houston-Downtown January 2010 - Present
Ameriprise Financial Services, Inc. 2001 - 2015
Skills
Leadership, Strategic Planning, Finance, Strategy, Financial Analysis, Management, Project Management, Team Building, Risk Management, Program Management
Education
Rice University
Certificate, CERTIFIED FINANCIAL PLANNER™
University of Houston
Master of Business Administration (MBA), Finance
Oklahoma Baptist University
Bachelor of Business Administration (BBA), International Business
Andrew Munson's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Senior Product Manager Enterprise Money Movement at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2014 - Present
Ameriprise Financial Services, Inc. 2012 - 2014
Ameriprise Financial Services, Inc. 2006 - 2012
American Express Financial Advisors 2005 - 2006
American Express Financial Advisors 2004 - 2005
American Express Financial Advisors 2000 - 2004
United States Marine Corps 1994 - 1998
Skills
Program Management, Leadership, Product Management, Change Management, Strategy, Testing, Project Management, Vendor Relationships, Banking, Analysis, Business Process..., Enterprise Software, Business Analysis, Project Portfolio..., Cross-functional Team..., Project Planning, Vendor Management, Process Improvement, Requirements Analysis, Six Sigma, Business Process, Product Marketing, Team Leadership
Education
Northwestern College
Bachelors of Science, Business Administration - Graduated
Rosemount High School
Ameriprise Financial Services, Inc. 2014 - Present
Ameriprise Financial Services, Inc. 2012 - 2014
Ameriprise Financial Services, Inc. 2006 - 2012
American Express Financial Advisors 2005 - 2006
American Express Financial Advisors 2004 - 2005
American Express Financial Advisors 2000 - 2004
United States Marine Corps 1994 - 1998
Skills
Program Management, Leadership, Product Management, Change Management, Strategy, Testing, Project Management, Vendor Relationships, Banking, Analysis, Business Process..., Enterprise Software, Business Analysis, Project Portfolio..., Cross-functional Team..., Project Planning, Vendor Management, Process Improvement, Requirements Analysis, Six Sigma, Business Process, Product Marketing, Team Leadership
Education
Northwestern College
Bachelors of Science, Business Administration - Graduated
Rosemount High School
Lori Wilking's Ameriprise Financial Services, Inc. Experience August 1998 - Present
Job Senior Research Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1998 - Present
Education
Wayne State University 2010 — 2012
MBA, Finance
Ohio University 1994 — 1998
BBA, Finance and Business Pre-Law
Ameriprise Financial Services, Inc. August 1998 - Present
Education
Wayne State University 2010 — 2012
MBA, Finance
Ohio University 1994 — 1998
BBA, Finance and Business Pre-Law
Kevin Hubers's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job VP Treasury at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. September 2012 - September 2013
Ameriprise Financial Services, Inc. June 2010 - September 2012
Ameriprise Financial Services, Inc. March 2009 - June 2010
RiverSource February 2008 - March 2009
Ameriprise Financial Services, Inc. January 2006 - February 2008
American Express 1996 - 2005
Education
Northwestern College 1991 — 1995
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. September 2012 - September 2013
Ameriprise Financial Services, Inc. June 2010 - September 2012
Ameriprise Financial Services, Inc. March 2009 - June 2010
RiverSource February 2008 - March 2009
Ameriprise Financial Services, Inc. January 2006 - February 2008
American Express 1996 - 2005
Education
Northwestern College 1991 — 1995
Helen Lockwood, PMP's Ameriprise Financial Services, Inc. Experience August 2006 - October 2007
Job Sr Solutions Consultant/TL and Field Mobility at Xcel Energy
Industry Management Consulting
Experience
Xcel Energy June 2010 - Present
Hollstadt & Associates June 2003 - June 2010
BlueCross BlueShield of MN October 2007 - May 2009
Ameriprise Financial Services, Inc. August 2006 - October 2007
Blue Cross Blue Shield of Minnesota May 2005 - July 2006
GMAC October 2004 - April 2005
Optum Health 1999 - 2001
Norwest Technical Services 1994 - 1995
Northern States Power - Excel Energy 1990 - 1992
Skills
Business Process, Business Analysis, SDLC, Management, Strategy
Education
Oakland University 1977 — 1981
Concentration in Computer Science
Xcel Energy June 2010 - Present
Hollstadt & Associates June 2003 - June 2010
BlueCross BlueShield of MN October 2007 - May 2009
Ameriprise Financial Services, Inc. August 2006 - October 2007
Blue Cross Blue Shield of Minnesota May 2005 - July 2006
GMAC October 2004 - April 2005
Optum Health 1999 - 2001
Norwest Technical Services 1994 - 1995
Northern States Power - Excel Energy 1990 - 1992
Skills
Business Process, Business Analysis, SDLC, Management, Strategy
Education
Oakland University 1977 — 1981
Concentration in Computer Science
Michael Bolgar's Ameriprise Financial Services, Inc. Experience January 2008 - November 2008
Job BMW Sales Manager at Tischer BMW of Silver Spring
Industry Automotive
Experience
Tischer BMW of Silver Spring April 2010 - Present
Tischer BMW of Silver Spring February 2009 - March 2010
Ameriprise Financial Services, Inc. January 2008 - November 2008
Tischer BMW, Audi, Porsche, Lexus June 2004 - December 2007
Jim Coleman Automotive, Tischer BMW October 1997 - June 2004
Black Sea Shipping Company August 1985 - May 1993
Skills
Finance, Sales Management, Automotive, Customer Retention, Management, Profit, Sales Process, Forecasting, Team Building, Vehicles, Customer Satisfaction, Sales, Financial Planning, Investments, Process Improvement
Education
Odessa National 'I.I. Mecnikov' University 1980 — 1985
Master of Arts (M.A.), English Language & Literature
School #119 1970 — 1980
Tischer BMW of Silver Spring April 2010 - Present
Tischer BMW of Silver Spring February 2009 - March 2010
Ameriprise Financial Services, Inc. January 2008 - November 2008
Tischer BMW, Audi, Porsche, Lexus June 2004 - December 2007
Jim Coleman Automotive, Tischer BMW October 1997 - June 2004
Black Sea Shipping Company August 1985 - May 1993
Skills
Finance, Sales Management, Automotive, Customer Retention, Management, Profit, Sales Process, Forecasting, Team Building, Vehicles, Customer Satisfaction, Sales, Financial Planning, Investments, Process Improvement
Education
Odessa National 'I.I. Mecnikov' University 1980 — 1985
Master of Arts (M.A.), English Language & Literature
School #119 1970 — 1980
Jason Coldicott's Ameriprise Financial Services, Inc. Experience 2006 - 2008
Job Senior Field Operations Team Leader & Professional Problem Solver
Industry Financial Services
Experience
Ameriprise Financial - Coffield & Assoc. January 2011 - Present
Family Video 2008 - 2010
Ameriprise Financial Services, Inc. 2006 - 2008
Skills
Retirement, Retirement Planning, Customer Service, Strategic Financial..., Investments, Portfolio Management, Microsoft Office
Education
Oakland University
Bachelor's Degree
Ameriprise Financial - Coffield & Assoc. January 2011 - Present
Family Video 2008 - 2010
Ameriprise Financial Services, Inc. 2006 - 2008
Skills
Retirement, Retirement Planning, Customer Service, Strategic Financial..., Investments, Portfolio Management, Microsoft Office
Education
Oakland University
Bachelor's Degree
Selim Tay-Agbozo, CFA's Ameriprise Financial Services, Inc. Experience September 2005 - December 2005
Job Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer July 2014 - Present
Jefferies Group LLC October 2009 - June 2012
Cavenishe, LLC January 2011 - January 2011
UBS July 2007 - September 2009
Goldman Sachs June 2006 - August 2006
Ameriprise Financial Services, Inc. September 2005 - December 2005
PwC June 2005 - August 2005
Skills
Financial Modeling, Equity Research, Economics, Valuation, Equities, Portfolio Management, Finance, Corporate Finance, Capital Markets, Mergers & Acquisitions, Asset Management, Equity Valuation, Financial Analysis, Real Estate, Financial Statement..., Real Estate Financing, Commercial Real Estate, Equity Capital Markets, Corporate Development, Oil/Gas, MLP, Competitive Analysis, REIT, Real Estate Private..., Private Equity
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Saint Lawrence University 2004 — 2007
Bachelor of Science (B.S.), Economics
Tishman Speyer July 2014 - Present
Jefferies Group LLC October 2009 - June 2012
Cavenishe, LLC January 2011 - January 2011
UBS July 2007 - September 2009
Goldman Sachs June 2006 - August 2006
Ameriprise Financial Services, Inc. September 2005 - December 2005
PwC June 2005 - August 2005
Skills
Financial Modeling, Equity Research, Economics, Valuation, Equities, Portfolio Management, Finance, Corporate Finance, Capital Markets, Mergers & Acquisitions, Asset Management, Equity Valuation, Financial Analysis, Real Estate, Financial Statement..., Real Estate Financing, Commercial Real Estate, Equity Capital Markets, Corporate Development, Oil/Gas, MLP, Competitive Analysis, REIT, Real Estate Private..., Private Equity
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Saint Lawrence University 2004 — 2007
Bachelor of Science (B.S.), Economics
Andrea Singleton, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2002 - Present
Education
University of Washington 2001 — 2002
Certificate in Creative Writing
Northwestern University 1981 — 1985
B.A., History
Ameriprise Financial Services, Inc. March 2002 - Present
Education
University of Washington 2001 — 2002
Certificate in Creative Writing
Northwestern University 1981 — 1985
B.A., History
Frank Mossett's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Associate Franchise Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. March 2015 - Present
W.A.S.A. Properties, LLC. Lakeshore Retreats, LLC. Bear Land Contracts, LLC, M &M Lodge, LLC January 2000 - Present
Ameriprise Financial Services, Inc. January 2011 - March 2015
Ameriprise Financial December 2007 - January 2011
Ameriprise Financial Services, Inc. 2000 - 2007
Ameriprise Financial Services, Inc. 1997 - 2000
Ameriprise Financial Services, Inc. 1994 - 1997
Ameriprise Financial Services, Inc. 1991 - 1995
Mossett Marketing 1987 - 1995
Skills
Series 24, Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Fixed Income, Team Building
Education
Northwood University 1987 — 1991
BA, Marketing
Ameriprise Financial Services, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. March 2015 - Present
W.A.S.A. Properties, LLC. Lakeshore Retreats, LLC. Bear Land Contracts, LLC, M &M Lodge, LLC January 2000 - Present
Ameriprise Financial Services, Inc. January 2011 - March 2015
Ameriprise Financial December 2007 - January 2011
Ameriprise Financial Services, Inc. 2000 - 2007
Ameriprise Financial Services, Inc. 1997 - 2000
Ameriprise Financial Services, Inc. 1994 - 1997
Ameriprise Financial Services, Inc. 1991 - 1995
Mossett Marketing 1987 - 1995
Skills
Series 24, Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Fixed Income, Team Building
Education
Northwood University 1987 — 1991
BA, Marketing
Alan Levin's Ameriprise Financial Services, Inc. Experience January 2009 - February 2010
Job Account Executive at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble August 2015 - Present
Acosta Sales & Marketing September 2013 - August 2015
Acosta Sales & Marketing September 2011 - September 2013
PNC February 2010 - September 2011
Ameriprise Financial Services, Inc. January 2009 - February 2010
Huntington National Bank January 2008 - January 2009
Fidelity Investments June 2007 - January 2008
Skills
Consumer Products, IRI, Grocery, Microsoft Excel, Nielsen, PowerPoint, Retail Category..., Pricing Strategy, Customer Insight, Apollo, Category Insights, dunnhumby, Market6, Forecasting, Sales, Leadership
Education
Ohio University 2003 — 2007
Bachelor of Science (B.S.), Sports Management
Procter & Gamble August 2015 - Present
Acosta Sales & Marketing September 2013 - August 2015
Acosta Sales & Marketing September 2011 - September 2013
PNC February 2010 - September 2011
Ameriprise Financial Services, Inc. January 2009 - February 2010
Huntington National Bank January 2008 - January 2009
Fidelity Investments June 2007 - January 2008
Skills
Consumer Products, IRI, Grocery, Microsoft Excel, Nielsen, PowerPoint, Retail Category..., Pricing Strategy, Customer Insight, Apollo, Category Insights, dunnhumby, Market6, Forecasting, Sales, Leadership
Education
Ohio University 2003 — 2007
Bachelor of Science (B.S.), Sports Management
Patricia Strong's Ameriprise Financial Services, Inc. Experience 1987 - 2008
Job Senior Counsel at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans October 2008 - Present
Ameriprise Financial February 1987 - October 2008
Ameriprise Financial Services, Inc. 1987 - 2008
Skills
Change Management, Series 7, Insurance, Securities, Leadership, Securities Regulation, Series 63, Litigation, Licensing, Corporate Law, Mergers & Acquisitions, Mutual Funds, Strategic Communications, Series 24, Investment Advisory, FINRA, Public Policy, Mergers, Litigation Management, Strategic Planning, Corporate Governance, Estate Planning, Financial Services, Strategy, Negotiation
Education
Northwestern University School of Law 1980 — 1983
JD
Williams College 1975 — 1979
BA, History
Thrivent Financial for Lutherans October 2008 - Present
Ameriprise Financial February 1987 - October 2008
Ameriprise Financial Services, Inc. 1987 - 2008
Skills
Change Management, Series 7, Insurance, Securities, Leadership, Securities Regulation, Series 63, Litigation, Licensing, Corporate Law, Mergers & Acquisitions, Mutual Funds, Strategic Communications, Series 24, Investment Advisory, FINRA, Public Policy, Mergers, Litigation Management, Strategic Planning, Corporate Governance, Estate Planning, Financial Services, Strategy, Negotiation
Education
Northwestern University School of Law 1980 — 1983
JD
Williams College 1975 — 1979
BA, History
Peter Nanasi's Ameriprise Financial Services, Inc. Experience March 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 1995 - Present
Education
Northwood University 1990 — 1994
B.B.A.
Ameriprise Financial Services, Inc. March 1995 - Present
Education
Northwood University 1990 — 1994
B.B.A.
Tina Lebel's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
The Great Southern Restaurant Group February 2010 - Present
Ameriprise Financial February 2010 - December 2014
Beef O' Brady's July 2008 - February 2010
Coastal bank and trust May 2006 - December 2007
Skills
Sales Management, Customer Service, Sales, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of West Florida - College of Business 2006 — 2008
Bachelor, Finance, Management
Northwest Florida State College 2004 — 2006
Associate of Arts (A.A.)
Crestview Senior High School 2000 — 2004
Ameriprise Financial Services, Inc. January 2015 - Present
The Great Southern Restaurant Group February 2010 - Present
Ameriprise Financial February 2010 - December 2014
Beef O' Brady's July 2008 - February 2010
Coastal bank and trust May 2006 - December 2007
Skills
Sales Management, Customer Service, Sales, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of West Florida - College of Business 2006 — 2008
Bachelor, Finance, Management
Northwest Florida State College 2004 — 2006
Associate of Arts (A.A.)
Crestview Senior High School 2000 — 2004
Barbara Kreitsch's Ameriprise Financial Services, Inc. Experience July 2006 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2006 - Present
Ameriprise Financial Services, Inc. August 2005 - June 2006
P.F. Chang's China Bistro December 1998 - August 2005
Education
Walsh College of Accountancy and Business Administration 2009 — 2014
Masters, Finance
Walsh College 2007 — 2009
Bachelors, Accountancy
Oakland Community College 2005 — 2007
Associates, Accounting
Ameriprise Financial Services, Inc. July 2006 - Present
Ameriprise Financial Services, Inc. August 2005 - June 2006
P.F. Chang's China Bistro December 1998 - August 2005
Education
Walsh College of Accountancy and Business Administration 2009 — 2014
Masters, Finance
Walsh College 2007 — 2009
Bachelors, Accountancy
Oakland Community College 2005 — 2007
Associates, Accounting
Adam Byard's Ameriprise Financial Services, Inc. Experience October 2007 - February 2009
Job Associate, Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2009 - Present
UBS January 2009 - September 2009
Ameriprise Financial Services, Inc. October 2007 - February 2009
Skills
Series 7, Series 63, Mutual Funds, Financial Analysis, Series 6, Fund Services
Education
Ohio University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan Asset Management September 2009 - Present
UBS January 2009 - September 2009
Ameriprise Financial Services, Inc. October 2007 - February 2009
Skills
Series 7, Series 63, Mutual Funds, Financial Analysis, Series 6, Fund Services
Education
Ohio University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Kevin Sagui's Ameriprise Financial Services, Inc. Experience January 2015 - August 2015
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc. January 2015 - August 2015
Deal Golf Club May 2001 - December 2014
Analytic Partners January 2014 - April 2014
Education
Northwestern University
Bachelor's Degree, Economics
Ameriprise Financial Services, Inc. January 2015 - August 2015
Deal Golf Club May 2001 - December 2014
Analytic Partners January 2014 - April 2014
Education
Northwestern University
Bachelor's Degree, Economics
Michelle Hoeppner's Ameriprise Financial Services, Inc. Experience 2007 - Present
Job Senior Financial Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2007 - Present
LarsonAllen January 2005 - May 2007
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Investments, Finance
Education
Northwestern College
Bachelor of Science, Accounting
Ameriprise Financial Services, Inc. 2007 - Present
LarsonAllen January 2005 - May 2007
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Investments, Finance
Education
Northwestern College
Bachelor of Science, Accounting
Mary L. Ebner, CFP's Ameriprise Financial Services, Inc. Experience June 1989 - July 2014
Job Retired at home, cabin etc.
Industry Financial Services
Experience
home, cabin etc. July 2014 - Present
Ameriprise Financial Services, Inc. June 1989 - July 2014
Mary L. Ebner, Design Consultant May 1987 - June 1989
Skills
Retirement, Strategic Financial..., Investments, Asset Allocation, Portfolio Management, Fixed Annuities, Estate Planning, Investment Strategies, Wealth Management, Finance
Education
College of Financial Planning, Denver, Colorado 1991 — 1994
CFP - CERTIFIED FINANCIAL PLANNER professional, Financial Planning and Services
Oakland University
Bachelor of Science, Business and Marketing
home, cabin etc. July 2014 - Present
Ameriprise Financial Services, Inc. June 1989 - July 2014
Mary L. Ebner, Design Consultant May 1987 - June 1989
Skills
Retirement, Strategic Financial..., Investments, Asset Allocation, Portfolio Management, Fixed Annuities, Estate Planning, Investment Strategies, Wealth Management, Finance
Education
College of Financial Planning, Denver, Colorado 1991 — 1994
CFP - CERTIFIED FINANCIAL PLANNER professional, Financial Planning and Services
Oakland University
Bachelor of Science, Business and Marketing
Joseph and Zewei O'Connor's Ameriprise Financial Services, Inc. Experience 1982 - 1995
Job Support at Dreanscape Studio
Industry Arts and Crafts
Experience
Dreanscape Studio 1995 - Present
Ameriprise Financial Services, Inc. 1982 - 1995
Education
University of Hawaii at Manoa 1979 — 1980
MA, English as a Second Language
Occidental College 1962 — 1966
BA, Psycology
Dreanscape Studio 1995 - Present
Ameriprise Financial Services, Inc. 1982 - 1995
Education
University of Hawaii at Manoa 1979 — 1980
MA, English as a Second Language
Occidental College 1962 — 1966
BA, Psycology
Paul Wildeck's Ameriprise Financial Services, Inc. Experience January 2007 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2007 - Present
Burrito Buggy October 1984 - March 2010
Wildeck Woodworking January 2000 - December 2008
Education
Ohio University 1982 — 1984
Master's degree, Linguistics
Ohio University 1976 — 1980
Bachelor's degree, English Language and Literature/Letters
Ameriprise Financial Services, Inc. January 2007 - Present
Burrito Buggy October 1984 - March 2010
Wildeck Woodworking January 2000 - December 2008
Education
Ohio University 1982 — 1984
Master's degree, Linguistics
Ohio University 1976 — 1980
Bachelor's degree, English Language and Literature/Letters
Raja Asava's Ameriprise Financial Services, Inc. Experience May 2009 - November 2010
Job Senior Financial Consulant at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC June 2011 - Present
Ameriprise Financial Services, Inc. May 2009 - November 2010
Skills
Financial Planning, Retirement Planning, Long-term Care, Securities, Risk Management
Education
Oakland University 1977 — 1982
Bachelor of science, Buisness
Upstream Investment Partners, LLC June 2011 - Present
Ameriprise Financial Services, Inc. May 2009 - November 2010
Skills
Financial Planning, Retirement Planning, Long-term Care, Securities, Risk Management
Education
Oakland University 1977 — 1982
Bachelor of science, Buisness
Benjamin Hoover's Ameriprise Financial Services, Inc. Experience October 2012 - March 2013
Job Electronics Associate at Sam's Club
Industry
Experience
Sam's Club December 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - March 2013
Skills
Finance, Microsoft Office, Communication, Critical Thinking, Teamwork, Leadership, Public Speaking, Project Planning, Management
Education
Walsh College of Accountancy and Business Administration 2012 — 2013
Masters of Finance, Finance, General, 3.86
Walsh College 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.86
Oakland Community College 2007 — 2009
Associates Degree, Business Administration and Management, General, 3.47 out 4.00
Sam's Club December 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - March 2013
Skills
Finance, Microsoft Office, Communication, Critical Thinking, Teamwork, Leadership, Public Speaking, Project Planning, Management
Education
Walsh College of Accountancy and Business Administration 2012 — 2013
Masters of Finance, Finance, General, 3.86
Walsh College 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.86
Oakland Community College 2007 — 2009
Associates Degree, Business Administration and Management, General, 3.47 out 4.00
Pamela Asmussen's Ameriprise Financial Services, Inc. Experience April 1997 - June 2000
Job Administrative Assistant/Record's Specialist, Registrar's Office at Buena Vista University
Industry Higher Education
Experience
Buena Vista University March 2009 - Present
Ameriprise Financial Services, Inc. April 1997 - June 2000
Witco, Inc. September 1973 - November 1996
Skills
Event Planning, Student Affairs, Microsoft Office, Admissions, Higher Education, Public Speaking
Education
Buena Vista University 2005 — 2010
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Northwest Iowa Community College 1997 — 2000
Associate of Arts and Sciences (AAS), Computer Programming
Buena Vista University March 2009 - Present
Ameriprise Financial Services, Inc. April 1997 - June 2000
Witco, Inc. September 1973 - November 1996
Skills
Event Planning, Student Affairs, Microsoft Office, Admissions, Higher Education, Public Speaking
Education
Buena Vista University 2005 — 2010
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Northwest Iowa Community College 1997 — 2000
Associate of Arts and Sciences (AAS), Computer Programming
Jared Barker's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Field Service Professional (Licensing) at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
New York Life Insurance Company July 2013 - December 2013
Caribou Coffee August 2005 - April 2010
Skills
Critical Thinking, Research, Analysis, Microsoft Office, Customer Service, Data Entry, Proficient Typing Skills, Communication Skills, Philosophy, Theology, Historical Research, History, Political Philosophy, English, Microsoft Word, Strategic Planning, Java, Social Media, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Business Process...
Education
University of Northwestern - St. Paul 2011 — 2013
Master's Degree, Theology/Theological Studies, 3.49
Northwestern College 2007 — 2011
Bachelor's Degree, History, 3.149
Ameriprise Financial Services, Inc. June 2014 - Present
New York Life Insurance Company July 2013 - December 2013
Caribou Coffee August 2005 - April 2010
Skills
Critical Thinking, Research, Analysis, Microsoft Office, Customer Service, Data Entry, Proficient Typing Skills, Communication Skills, Philosophy, Theology, Historical Research, History, Political Philosophy, English, Microsoft Word, Strategic Planning, Java, Social Media, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Business Process...
Education
University of Northwestern - St. Paul 2011 — 2013
Master's Degree, Theology/Theological Studies, 3.49
Northwestern College 2007 — 2011
Bachelor's Degree, History, 3.149
Tanveer A's Ameriprise Financial Services, Inc. Experience January 2011 - July 2011
Job Vice President, Business Analyst Lead at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Barclays Capital July 2011 - June 2013
Ameriprise Financial Services, Inc. January 2011 - July 2011
Bank of America May 2009 - December 2010
Thomson Reuters May 2007 - April 2009
Education
Ohio University 2000 — 2002
Master of Business Administration (MBA), Finance, General
J.P. Morgan September 2013 - Present
Barclays Capital July 2011 - June 2013
Ameriprise Financial Services, Inc. January 2011 - July 2011
Bank of America May 2009 - December 2010
Thomson Reuters May 2007 - April 2009
Education
Ohio University 2000 — 2002
Master of Business Administration (MBA), Finance, General
Ryan Mulvaney's Ameriprise Financial Services, Inc. Experience January 2005 - February 2009
Job Assistant Manager, Client Services
Industry Financial Services
Experience
Scottrade February 2014 - Present
Scotttade March 2011 - February 2014
Scottrade February 2009 - March 2011
Ameriprise Financial Services, Inc. January 2005 - February 2009
Skills
Customer Service, Microsoft Office, Process Improvement, Team Leadership, Team Building, Operations Management, Outlook, Call Centers, Troubleshooting, Performance Management, Customer Retention, Finance, Risk Management, Financial Analysis, Banking, Investments, Financial Services
Education
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Economics and psychology
Scottrade February 2014 - Present
Scotttade March 2011 - February 2014
Scottrade February 2009 - March 2011
Ameriprise Financial Services, Inc. January 2005 - February 2009
Skills
Customer Service, Microsoft Office, Process Improvement, Team Leadership, Team Building, Operations Management, Outlook, Call Centers, Troubleshooting, Performance Management, Customer Retention, Finance, Risk Management, Financial Analysis, Banking, Investments, Financial Services
Education
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Economics and psychology
Derek Santiago's Ameriprise Financial Services, Inc. Experience 2009 - 2009
Job Juris Doctor Candidate, 2018
Industry Legal Services
Experience
The Kirwan Law Firm August 2014 - May 2015
Ameriprise Financial Services, Inc. 2009 - 2009
Starbucks 2007 - 2007
American Red Cross Mid-Florida Region 2006 - 2006
Skills
Good with WordPerfect..., Professional Working..., Excellent Writing..., Prioritizes..., Quality Education,..., Basic Knowledge of..., Basic Knowledge of..., Seeks and Prioritizes..., Strives for Career..., Team Player. Likes Team..., Mentality of a Learning..., Legal Writing...
Education
Nova Southeastern University Shepard Broad College of Law 2015 — 2018
Juris Doctor, Law
University of Central Florida 2007 — 2014
Bachelor of Arts, Pre-Law Studies
Bishop Moore Catholic High School 2003 — 2007
Diploma, with Cum Laude Honors
St. Charles Borromeo Catholic School 1993 — 2003
Diploma, with Summa Cum Laude Average
The Kirwan Law Firm August 2014 - May 2015
Ameriprise Financial Services, Inc. 2009 - 2009
Starbucks 2007 - 2007
American Red Cross Mid-Florida Region 2006 - 2006
Skills
Good with WordPerfect..., Professional Working..., Excellent Writing..., Prioritizes..., Quality Education,..., Basic Knowledge of..., Basic Knowledge of..., Seeks and Prioritizes..., Strives for Career..., Team Player. Likes Team..., Mentality of a Learning..., Legal Writing...
Education
Nova Southeastern University Shepard Broad College of Law 2015 — 2018
Juris Doctor, Law
University of Central Florida 2007 — 2014
Bachelor of Arts, Pre-Law Studies
Bishop Moore Catholic High School 2003 — 2007
Diploma, with Cum Laude Honors
St. Charles Borromeo Catholic School 1993 — 2003
Diploma, with Summa Cum Laude Average
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank