Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,

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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
Keith McCoy Keith McCoy Greater Seattle Area Details
Keith McCoy's Ameriprise Financial Services, Inc. Experience September 2006 - October 2008
Job Senior Program Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft  June 2015 - Present
Arryve  April 2014 - June 2015
URS Corporation  April 2013 - April 2014
Herren Associates, Inc.   August 2011 - April 2013
Wells Fargo  October 2008 - May 2010
Ameriprise Financial Services, Inc.   September 2006 - October 2008

Skills
Management, Management Consulting, Data Analysis, Strategy, Analysis, Portfolio Management, Strategic Planning, Consulting, Competitive Analysis, Program Management, Project Management, Training, Finance, Forecasting, Performance Management, Financial Analysis

Education
University of Arizona   2010 — 2011
MBA, Finance

Oregon State University   2002 — 2006
B.S., Business Administration

Roger Duffy CMFC® Roger Duffy CMFC® Canton, Ohio Details
Roger Duffy CMFC®'s Ameriprise Financial Services, Inc. Experience June 2003 - Present
Job Financial Advisor with the practice of Glen Cleary at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2003 - Present

Education
Penn State University   1986 — 1990
Bachelor's of Arts, Mass Communication/Media Studies

Benjamin R. Hurn CTA, CMT Benjamin R. Hurn CTA, CMT Greater Philadelphia Area Details
Benjamin R. Hurn CTA, CMT's Ameriprise Financial Services, Inc. Experience July 2002 - December 2012
Job President at BRH Capital Management, LLC
Industry Capital Markets
Experience
BRH Capital Management, LLC   August 2013 - Present
Ameriprise Financial Services, Inc.   July 2002 - December 2012

Skills
Investment Strategies, Trading, Investments, Investment Advisory, Portfolio Management, Technical Analysis, Asset Allocation, Financial Markets, Securities, Financial Services, Commodity, Hedge Funds, Analysis, Fixed Income, Derivatives, Alternative Investments, Equities, Wealth Management, Electronic Trading, Managed Futures, Trading Strategies, Asset Management, Trading Systems, Investment Management, Capital Markets, Series 3

Education
Penn State University

Market Technicians Association
CMT, Chartered Market Technician

Jayme Hurn Jayme Hurn Newark, Delaware Details
Jayme Hurn's Ameriprise Financial Services, Inc. Experience February 2006 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2006 - Present
The Malvern School  June 2002 - January 2006

Skills
Series 7, Life & Health Insurance..., Uniform Combined State..., Securities, Financial Advisory

Education
Penn State University   1998 — 2002
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication

Rebecca Cloeter Rebecca Cloeter Broken Arrow, Oklahoma Details
Rebecca Cloeter's Ameriprise Financial Services, Inc. Experience September 2011 - October 2013
Job International Compliance Analyst at Helmerich & Payne
Industry Financial Services
Experience
Helmerich & Payne  August 2014 - Present
Brilliant Energy  February 2014 - July 2014
Ameriprise Financial Services, Inc.   September 2011 - October 2013
Tulsa Community College  January 2009 - September 2011

Skills
Marketing, Event Planning, Social Media

Education
Oral Roberts University
International Business

Steve Weber Steve Weber Dallas, Pennsylvania Details
Steve Weber's Ameriprise Financial Services, Inc. Experience June 2006 - November 2008
Job SEO Director at Digital Net Agency
Industry Internet
Experience
Digital Net Agency  November 2014 - Present
Digital Net Agency  February 2014 - Present
NEPA Networkers   May 2013 - March 2014
Penn Foster  December 2011 - February 2014
Solid Cactus Web.com, Inc.   March 2010 - November 2011
C3i, INC  April 2009 - March 2010
Ameriprise Financial Services, Inc.   June 2006 - November 2008
Forbo  December 2005 - June 2006
CareGivers America  May 2005 - December 2005

Skills
SEO, Web Analytics, Social Media Marketing, Google Analytics, Social Media, Online Marketing, PPC, Social Networking, E-commerce, Blogging, SEM, Digital Marketing, YouTube, Lead Generation, Marketing, Online Advertising, Advertising, Google Tag Manager, Web Marketing, HTML, Email Marketing, Leadership, Facebook, Strategy, Marketing Strategy, Google Adwords, Mobile Marketing, Affiliate Marketing, WordPress, Video Blogging, Internet Strategy, Creative Problem Solving, Account Management, Social Media Strategist, SMO, Landing Page..., Corporate Branding, Podcasting, Comparison Shopping, Microblogging, Product Marketing, Google Technologies, Video Editing, Digital Strategy, Comparison Shopping..., HD Video, Database Design, Google Places, Google Product Search, Video Marketing

Education
Penn State University   2001 — 2005
Bachelor of Science, Marketing and Business Management

Shrinivas Penugonda, MBA Shrinivas Penugonda, MBA Conshohocken, Pennsylvania Details
Shrinivas Penugonda, MBA's Ameriprise Financial Services, Inc. Experience November 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2002 - Present
Morgan Stanley Wealth Management  January 1998 - October 2002
Merrill Lynch  October 1993 - December 1997
Wilkes University  September 1987 - October 1993

Skills
Retirement Planning, Finance, Estate Planning, Leadership, SDLC, Investments, Financial Planning, Process Improvement, Data Analysis, Retirement

Education
Wilkes University   1983 — 1985
Master of Business Administration (M.B.A.), Finance, General

Osmania University   1977 — 1981
Bachelor of Science (BS)

Toni (Keener) Oertel Toni (Keener) Oertel Austin, Texas Details
Toni (Keener) Oertel's Ameriprise Financial Services, Inc. Experience January 2012 - June 2012
Job Veterinary Technician at Austin Corner Vet
Industry Veterinary
Experience
Austin Corner Vet   March 2015 - Present
Sunburst Animal Hospital   January 2013 - Present
Westlake Animal Hospital Inc   December 2014 - March 2015
Ameriprise Financial Services, Inc.   January 2012 - June 2012
AAA Insurance  December 2010 - December 2011
Claimsolution  September 2006 - December 2010

Skills
Insurance, Customer Service, Claims, Property & Casualty..., Customer Relations, Microsoft Office, Liability, Customer Satisfaction, Commercial Insurance, Claim, Underwriting, Homeowners, Claims Management, Negotiation, Data Entry, Commercial Lines, General Insurance, Subrogation, Claims Handling, Microsoft Excel, Claim Investigation, Property Damage, Professional Liability, Casualty, Motorcycle, Small Business, Client Education, Legal Liability, Casualty Insurance, Claims Resolution, Telephone Skills

Education
Penn Foster   2013 — 2015
Veterinary/Animal Health Technology/Technician and Veterinary Assistant

Riley County High School   1998 — 2002
diploma, high school diploma

Paul Broesch Paul Broesch Greater Milwaukee Area Details
Paul Broesch's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job President Broesch & Co., S.C.
Industry Accounting
Experience
BROESCH & CO., S.C.   2004 - Present
Ameriprise Financial Services, Inc.   August 2013 - Present

Skills
Tax, Accounting, Sales Tax, Finance, Tax Preparation, Management Consulting, Income Tax, Estate Tax Planning, Tax Returns, Financial Reporting, Small Business, Financial Analysis, Corporate Tax, General Ledger

Education
Ottawa University
BA, Accounting

University of Wisconsin-La Crosse
BS

Rhonda McMurtrey Rhonda McMurtrey Oklahoma City, Oklahoma Details
Rhonda McMurtrey's Ameriprise Financial Services, Inc. Experience January 2006 - February 2014
Job Independent Brand Partner at Nerium International & parttime at CarterMaxwell
Industry Investment Management
Experience
Nerium International  June 2012 - Present
Carter-Maxwell - Goodyear Racing Tire Distributor   September 2001 - Present
Ameriprise Financial Services, Inc.   January 2006 - February 2014
Green, Brown & Stark, P.C.   1983 - 2004

Education
Oklahoma State University   1979 — 1983
BS, Business Administration

Cherokee High School   1975 — 1979
High school diploma, Business Administration and Management, General

Rebecca Rooks, MBA, AWMA® Rebecca Rooks, MBA, AWMA® Vancouver, Washington Details
Rebecca Rooks, MBA, AWMA®'s Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Financial Advisor | Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2011 - Present
Waddell & Reed  1991 - 2011

Education
University of Oregon - Oregon Executive MBA   1989 — 1991
MBA, Business

Oregon State University   1978 — 1982
B.S., Accounting

Harsha Maram Harsha Maram Greater Philadelphia Area Details
Harsha Maram's Ameriprise Financial Services, Inc. Experience September 2010 - May 2013
Job Application Lead at Wipro
Industry Information Technology and Services
Experience
U.S. Bank   June 2013 - Present
Wipro  June 2013 - Present
Ameriprise Financial Services, Inc.   September 2010 - May 2013
Cognizant Technology Solutions  November 2005 - May 2013
MetLife  January 2006 - August 2010

Skills
Java Enterprise Edition, Spring, Web Services, XML, Solr, Agile Methodologies, Struts, SQL, Hibernate, Java, Requirements Analysis, Oracle, SOA, Software Project..., SDLC, JavaScript, Websphere, PL/SQL, JSP, Servlets

Education
Osmania University   2001 — 2005
Bachelor of Engineering (B.E.), Computer Science

Garrett Taylor, CRPC Garrett Taylor, CRPC Greater New York City Area Details
Garrett Taylor, CRPC's Ameriprise Financial Services, Inc. Experience August 2004 - September 2012
Job Managing Partner at Coastline Wealth Management
Industry Financial Services
Experience
Coastline Wealth Management   September 2012 - Present
Ameriprise Financial Services, Inc.   August 2004 - September 2012
Ameriprise Financial Services, Inc.   February 2010 - May 2012
Ameriprise Financial Services, Inc.   August 2007 - May 2009

Skills
Investments, Estate Planning, Insurance, Retirement, Retirement Planning, IRAs, Strategic Financial..., Wealth Management, Securities, FINRA, Finance, Financial Advisory, Financial Goals, Financial Services, High Net Worth..., Series 7, Small Business

Education
Penn State University
Bachelors of Science, Finance

Chelsea Traver Chelsea Traver Greater Seattle Area Details
Chelsea Traver's Ameriprise Financial Services, Inc. Experience June 2009 - August 2009
Job Sr. Performance Analyst at BNY Mellon
Industry Financial Services
Experience
Bank of New York Mellon  May 2011 - Present
Pacific Lutheran University  February 2011 - May 2011
Pacific Lutheran University  September 2009 - May 2011
Pacific Lutheran University  February 2009 - May 2011
UBS  October 2010 - January 2011
Corvallis Chamber Coaltion   June 2010 - September 2010
Killik & Co  January 2010 - April 2010
Ameriprise Financial Services, Inc.   June 2009 - August 2009

Skills
Financial Analysis, Equities, Investments, Data Analysis, Fixed Income, Portfolio Management, Valuation, Asset Managment, Financial Modeling, Analysis, Derivatives, Alternative Investments, Microsoft Excel, Finance, Microsoft Office, Teamwork, Financial Services, Customer Service, Accounting, Asset Allocation

Education
Pacific Lutheran University   2007 — 2011
BA, Business Finance

Shaun Spaid, CFP®, ChFC®, MBA, CRPC® Shaun Spaid, CFP®, ChFC®, MBA, CRPC® Orlando, Florida Area Details
Shaun Spaid, CFP®, ChFC®, MBA, CRPC®'s Ameriprise Financial Services, Inc. Experience September 2006 - Present
Job Financial Advisor, Certified Financial Planner™ Practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2006 - Present

Skills
Retirement Planning..., Wealth Preservation..., Retirement Plan..., Executive Compensation..., Tax Planning Strategies, Insurance, Charitable Giving, Education Planning

Education
Rollins College - Crummer Graduate School of Business   2002 — 2006
MBA

Penn State University   1995 — 1999
BS, Biology

David Gottschalk David Gottschalk Oklahoma City, Oklahoma Area Details
David Gottschalk's Ameriprise Financial Services, Inc. Experience 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1991 - Present

Education
Oklahoma State University
Bachelor of Science in Business Administration (BSBA), Finance and Economics

Sandeep Baid Sandeep Baid Greater Minneapolis-St. Paul Area Details
Sandeep Baid's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Derivatives Analyst at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  August 2015 - Present
Ameriprise Financial Services, Inc.   April 2013 - Present
Ameriprise Financial  December 2007 - March 2013
Franklin Templeton Investments  2007 - 2008
Franklin Templeton Investments  September 2006 - November 2007

Skills
Investment Accounting, Fund Accounting, Mutual Funds, Bonds, People Management, Equities, Bloomberg, Asset Management, Capital Markets, Fixed Income, Back Office, Fund Of Funds, Derivatives, Financial Reporting, Corporate Actions, Reconciliation, Employee Hiring, performance management, Securities, Account Reconciliation, Accounting, Hedge Funds, Analysis, Financial Services, Auditing

Education
2008US TaxationDevry University   2007 — 2015
2006B, Taxation

Osmania University   2003 — 2006
B.com, Commerce

Wesley degree college   2003 — 2006
Degree; B.Com, Computers

Brendan Dooley, CRPC® Brendan Dooley, CRPC® Greater Philadelphia Area Details
Brendan Dooley, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Financial Advisor at MLS Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2014 - Present
Wells Fargo Advisors, LLC  October 2012 - December 2014
Wells Fargo Bank, N.A.   July 2010 - October 2012
Mihlfeld & Associates  September 2009 - May 2010
Penn State University  January 2009 - July 2009
Penn State University  October 2006 - July 2009
Urish Popeck & Co., LLC   January 2009 - April 2009
Penn State University  January 2008 - January 2009
Penn Mutual  June 2008 - August 2008

Education
Penn State University   2005 — 2009
B.S., Economics

Hatboro-Horsham High School

Dale S. White Dale S. White Norfolk, Virginia Area Details
Dale S. White's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Financial Advisor, The White, Soyars & White Group, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - Present
Humana  September 2005 - August 2012

Education
Maury High School, Norfolk, VA   1970 — 1973

Old Dominion University
Bachelor's degree, Education; Business Admin - Minor

Gerald Laundry Gerald Laundry Syracuse, New York Area Details
Gerald Laundry's Ameriprise Financial Services, Inc. Experience 2004 - 2013
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   2004 - 2013
MetLife  April 2006 - May 2010
Colonial Life  June 2002 - April 2006
AgFirst Farm Credit Bank  March 2000 - March 2002
DP Professionals  June 1999 - March 2000
American Management Association  March 1977 - June 1999

Skills
Databases, SDLC, PMP, COBOL, MVS, JCL, CICS, VSAM, IBM Mainframe, Microsoft SQL Server, DB2, Software Development

Education
SUNY Plattsburgh   1974 — 1976
Bachelor of Science (B.S.), Secondary Education and Teaching

Paul Smith's College   1972 — 1974
Associate of Arts and Sciences (A.A.S.), Forestry

Jonathan Curry Jonathan Curry Little Rock, Arkansas Details
Jonathan Curry's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Staff Accountant at Arkansas Blue Cross Blue Shield
Industry Accounting
Experience
Arkansas Blue Cross Blue Shield  October 2014 - Present
Ross Sparks Builders, Inc.   September 2014 - October 2014
Ary Student Investment Fund   May 2013 - May 2014
Ouachita Baptist University  August 2010 - May 2014
Ameriprise Financial Services, Inc.   May 2013 - August 2013
Ameriprise Financial Services, Inc.   May 2012 - August 2012
Little Rock Christian Academy  March 2012 - March 2012
Chenal Country Club  May 2011 - August 2011
Little Rock Junior Cotillion   2006 - 2009

Skills
Fundraising, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Customer Service, Social Media, Event Planning, English, Team Leadership, QuickBooks, Photoshop, Organizational..., Donor Engagement, Federal Grants..., Charities, Organizational..., Sponsorships, Silent Auction, Phone-a-thon Director, Secretarial..., Listening, Construction Accounting, Project Estimation, Accounts Payable, Payroll, Viewpoint

Education
Ouachita Baptist University   2010 — 2014
Accounting and Finance, Accounting and Finance, Senior

Little Rock Christian Academy   1997 — 2010

John Hershock John Hershock Orange County, California Area Details
John Hershock's Ameriprise Financial Services, Inc. Experience May 2001 - November 2006
Job Regional Vice President at AmericaFirst Securities
Industry Financial Services
Experience
AmericaFirst Capital Management, LLC   August 2015 - Present
Patrick Capital Markets, LLC   March 2013 - August 2015
Piedmont Capital Distributors  March 2013 - August 2015
Lincoln Financial Distributors  November 2006 - February 2013
RiverSource Asset Management  May 2001 - November 2006
Ameriprise Financial Services, Inc.   May 2001 - November 2006
Guardian Life  April 2000 - May 2001
Pacific Life  July 1998 - April 2000
Talbot Financial Services  February 1996 - July 1998
AllianceBernstein  December 1993 - February 1996

Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, Series 65, Financial Advisory, Wealth Management, Asset Allocation, Equities, Alternative Investments, Investment Management, Life Insurance, IRAs, Financial Services, Insurance, Customer Service, Investments, Investment Advisory, Term Life Insurance, FINRA, Separately Managed..., Asset Management, Securities, Investment Strategies, Finance, Risk Management, Bonds, Strategic Financial..., Financial Planning

Education
Vanguard University of Southern California   2000 — 2003
BA, organizational management

Penn State University   1981 — 1983
Architectural Engineering

Scott Halliwell, CFP® Scott Halliwell, CFP® San Antonio, Texas Details
Scott Halliwell, CFP®'s Ameriprise Financial Services, Inc. Experience April 1999 - December 2000
Job Financial Readiness Program Lead at The USAA Educational Foundation
Industry Financial Services
Experience
The USAA Educational Foundation   March 2015 - Present
USAA  January 2009 - March 2015
Charles Schwab  March 2006 - January 2009
Citizens Investment Services  February 2003 - March 2006
PNC  March 2002 - February 2003
PNC  December 2000 - March 2002
Ameriprise Financial Services, Inc.   April 1999 - December 2000
Hantz Financial  October 1997 - October 1998
Ameriprise Financial Services, Inc.   April 1996 - October 1997
Ameriprise Financial Services, Inc.   April 1993 - April 1996

Skills
Investments, Wealth, Financial Advisory, Series 7, Mutual Funds, Wealth Management, Public Speaking, Retirement Planning, Personal Financial..., Corporate Communications, Social Media, Financial Services, Strategic Planning, Series 63, Series 24, Insurance, Customer Service, Series 65, Project Management, Internal Communications, Banking, Writing, Personal Finance, Spokesperson

Education
Penn State University   1986 — 1990
Bachelor's degree, Accounting

Peter Virok Peter Virok Norfolk, Virginia Area Details
Peter Virok's Ameriprise Financial Services, Inc. Experience October 1988 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1988 - Present
American Express Financial Advisors  1994 - 2005
U. S. Coast Guard   May 1980 - September 2000

Education
Penn State University   1976 — 1979
BS, Health, Physical Education and Recreation

Steve Marciniak CRPC® Steve Marciniak CRPC® Center Valley, Pennsylvania Details
Steve Marciniak CRPC®'s Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Financial Advisor, Managing Director, MARCINIAK FINANCIAL GROUP
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2013 - Present
Wells Fargo Advisors  June 2002 - January 2013
Smith Barney  April 2000 - June 2002

Education
Penn State University   1989 — 1993
Bachelor of Science (B.S.), Marketing

Emmaus High School   1985 — 1989

Alyson Cruz Alyson Cruz Virginia Beach, Virginia Details
Alyson Cruz's Ameriprise Financial Services, Inc. Experience August 2004 - Present
Job Senior Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2004 - Present

Education
Old Dominion University
Accounting

Marissa Cortese Marissa Cortese Greenwich, Connecticut Details
Marissa Cortese's Ameriprise Financial Services, Inc. Experience October 2013 - October 2014
Job President at Broad Reach Online Marketing Services
Industry Marketing and Advertising
Experience
Broad Reach Online Marketing Services   January 2015 - Present
Ratio Consulting   December 2014 - Present
Ameriprise Financial Services, Inc.   October 2013 - October 2014
IMAX  April 2011 - October 2013
Cosmos Communications  April 2010 - April 2011
MKTG INC  December 2008 - April 2010

Skills
Social Media, SEO Copywriting, SEM, Digital Media, Digital Marketing, Marketing Strategy, Social Media Marketing, Marketing Communications, Management, Advertising, Online Advertising, Blogging, Marketing, Sales, SEO, Online Marketing, Customer Service, Social Networking, Strategic Planning, New Business Development, Small Business, Email Marketing, Public Relations, Public Speaking, Negotiation, Strategy, Entrepreneurship, Sales Management

Education
Pace University   2006 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies

Davisson Hammond, CFP® Davisson Hammond, CFP® Greater Pittsburgh Area Details
Davisson Hammond, CFP®'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
Janney Montgomery Scott  October 2003 - May 2009
MBNA  September 2002 - June 2003

Education
Penn State University   1995 — 2003
Bachelor of Science, Industrial Engineering

Thomas Jefferson High School   1991 — 1995

Lori Fraraccio Lori Fraraccio North Palm Beach, Florida Details
Lori Fraraccio's Ameriprise Financial Services, Inc. Experience May 2010 - Present
Job Registered Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2010 - Present
Edward Jones  August 2005 - May 2010
Prudential Financial  October 2000 - April 2003
Merrill Lynch  August 1999 - October 2000

Skills
Series 7, Series 66, Life & Health Insurance..., Variable Annuities

Education
Palm Beach State College   2011 — 2013
Associate of Arts (AA)

Palm Beach Gardens High School

Palm Beach State College
Associate of Arts (AA)

Charles Li Charles Li Miami/Fort Lauderdale Area Details
Charles Li's Ameriprise Financial Services, Inc. Experience May 2005 - April 2006
Job Senior Account Manager at NSU
Industry Staffing and Recruiting
Experience
NSU  January 2014 - Present
Mondo Media  August 2010 - December 2013
The CSI Companies  June 2006 - July 2010
Ameriprise Financial Services, Inc.   May 2005 - April 2006

Skills
Professional Services, CRM, HR Project Management, Talent Management, Leadership, Employee Training, Staff Management, Interviews, Internet Recruiting, Social Networking, Benefits Negotiation, Screening, Phone Screening, Strategic Sourcing, Recruiting

Education
Penn State University   1999 — 2002
"BS", Computer Software and Media Applications

Maggie Chen Maggie Chen Greater New York City Area Details
Maggie Chen's Ameriprise Financial Services, Inc. Experience February 2014 - May 2014
Job Associate, Business & Reporting Analysis at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   February 2015 - Present
JPMorgan Chase & Co.   June 2014 - December 2014
Ameriprise Financial Services, Inc.   February 2014 - May 2014
CITIC Securities  February 2012 - May 2012
L'Oréal China   July 2011 - December 2011

Skills
Financial Analysis, Market Research, Valuation, Corporate Finance, Microsoft Excel, Risk Management, Alternative Investments, Pricing Analysis, Excel, Mandarin, Hedge Funds, SPSS, Microsoft Office, PowerPoint, Word, Accounting, Quantitative Analysis, Marketing, VBA, Quantitative Analytics

Education
Pace University - Lubin School of Business   2012 — 2014
Master of Science (MS), Finance and Investment Management

Shanghai University of International Business and Economics   2008 — 2012
Bachelor's degree, Bachelor of Arts in Finance

Emily Richardson Emily Richardson Atlanta, Georgia Details
Emily Richardson's Ameriprise Financial Services, Inc. Experience January 2006 - August 2007
Job Business Operations Manager at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors  July 2015 - Present
Lincoln Financial Advisors  2011 - June 2015
Lincoln Financial Advisors  December 2007 - 2011
Ameriprise Financial Services, Inc.   January 2006 - August 2007

Skills
Series 24, Series 7, Series 66, Finance, Financial Services, Mutual Funds, Investments, Financial Planning, Securities, Insurance, Wealth Management, Investment Advisory, Retirement Planning

Education
Old Dominion University   2001 — 2005
Bachelor's Degree, Sociology

Troy Enmeier Troy Enmeier Enid, Oklahoma Details
Troy Enmeier's Ameriprise Financial Services, Inc. Experience July 1984 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1984 - Present

Education
Oklahoma State University   1978 — 1981

Craig Frank, CPA Craig Frank, CPA New York, New York Details
Craig Frank, CPA's Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2011 - Present
Raymond James Financial Inc.  February 2002 - April 2011
Advest, Inc.   August 1996 - February 2002
Prudential Financial  April 1992 - August 1996

Education
Pace University - Lubin School of Business   1979 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting

Larry Lehrman Larry Lehrman Red Bank, New Jersey Details
Larry Lehrman's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2012 - Present
Morgan Stanley Smith Barney  January 2005 - January 2012

Education
Penn State University   1986 — 1990
Bachelor of Science (BS), Finance, General

Lisa M Lynn, CFP®, MBA Lisa M Lynn, CFP®, MBA Fort Collins, Colorado Area Details
Lisa M Lynn, CFP®, MBA's Ameriprise Financial Services, Inc. Experience April 2003 - Present
Job Financial Advisor & Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2003 - Present
American Express Financial Advisors  2003 - 2005
Celestica  September 1997 - March 2003
Merix Corporation  September 1993 - August 1997

Education
Regis University   1997 — 2000
MBA, Business, Finance emphasis

Oregon State University   1988 — 1993
BS, Industrial Engineering

Brook Buchanan Brook Buchanan Greater Seattle Area Details
Brook Buchanan's Ameriprise Financial Services, Inc. Experience 2000 - 2000
Job Director, Client Executive at Avanade
Industry Management Consulting
Experience
Avanade  December 2013 - Present
Collistic   May 2010 - December 2013
Pcubed  October 2012 - November 2013
Canviz Consulting   2009 - 2010
EMC Consulting  2008 - 2009
Microsoft  2006 - 2008
BearingPoint  2005 - 2006
Pitney Bowes Management Services  2002 - 2005
Ameriprise Financial Services, Inc.   2000 - 2000

Skills
Benefits Realisation, Technology Planning, Web Analytics, IT Strategy, Change Management, Business Development, Business Analysis, Project Management, Business Transformation, Leadership, Program Management, Enterprise Architecture, Strategy, Organizational..., Service Lifecycle..., Management Consulting, Business Strategy, Business Intelligence, Cloud Computing, IT Transformation, Management, Project Planning, Consulting, Project Portfolio..., Telecommunications, Business Process..., PMO, Strategic Planning, Business Process, Resource Management, Governance, PMP

Education
Seattle University   2009 — 2011
MBA, Leadership Formation Certificate

Information Technology Institute   2001 — 2001
Applied Information Technology Certificate, Technology Management

Pacific Lutheran University   1996 — 2000
BA, BS, Economics, Psychology

Cedell Johnson, MS, CAP Cedell Johnson, MS, CAP Alpharetta, Georgia Details
Cedell Johnson, MS, CAP's Ameriprise Financial Services, Inc. Experience 2000 - Present
Job Franchise Field Vice President Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2000 - Present
Emory University School of Medicine  October 1994 - March 2000
Mount Sinai Medical Center  July 1983 - October 1994

Skills
Series 7, Series 66, Certified...

Education
Audrey Cohen College   1992 — 1993
Master of Science (MS), Administration

Pace University-Pleasantville/Briarcliff Campus   1983 — 1986
Bachelor of Business Administration (B.B.A.), Management Information Systems, General

Philip Browne Philip Browne Greater New York City Area Details
Philip Browne's Ameriprise Financial Services, Inc. Experience January 2014 - July 2014
Job Insurance and Risk Management
Industry Financial Services
Experience
Insureatech Agency and Krug Insurance   2014 - Present
Ameriprise Financial Services, Inc.   January 2014 - July 2014
Krug, Sachem and Insureatech Agencies   April 1996 - January 2014
AT&T CAPITAL  1994 - 1996

Skills
Business Development, Financial Analysis, Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, Series 7, Term Life Insurance, Risk Management, Health Insurance, Property, Commercial Insurance, General Insurance, Asset Management, Long Term Care Insurance, Wealth, New Business Development

Education
Pace University - Lubin School of Business
Master of Business Administration (MBA)

Angela Golestaneh Angela Golestaneh Las Vegas, Nevada Area Details
Angela Golestaneh's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job AAH Client Service Professional at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
MetLife  August 2012 - November 2013
TIMET  June 2011 - August 2012

Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Business Process..., Software, Enterprise Software, Strategic Planning, PowerPoint, Account Management, Process Improvement, Root Cause Analysis, Continuous Improvement, Lean Manufacturing, Manufacturing, Project Management, Program Management, Troubleshooting, Leadership, Process Engineering, Inventory Control, Budgets, Six Sigma, Team Building, Coaching, Change Management, Training, Performance Management, New Business Development, Contract Negotiation, Team Leadership

Education
Penn State University   2007 — 2011
Communications Arts and Sciences, Communications

Eric J. Kelman, CFP®, ChFC® Eric J. Kelman, CFP®, ChFC® Greater Philadelphia Area Details
Eric J. Kelman, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience December 1996 - Present
Job Private Wealth Advisor at Kelman and Magliari, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Kelman & Magliari, A Financial Advisory Practice of Ameriprise Financial   December 1996 - Present
Ameriprise Financial Services, Inc.   December 1996 - Present

Education
Penn State University   1992 — 1996
Finance

William Tennent High School   1989 — 1992

Benjamin Rollins Benjamin Rollins Portland, Oregon Area Details
Benjamin Rollins's Ameriprise Financial Services, Inc. Experience July 2011 - Present
Job Financial Planner Ameriprise Franchise Owner
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   July 2011 - Present
Phillips & Company  January 2006 - June 2011
Phillips & Company Securities   June 1997 - June 2011

Education
Oregon State University   1993 — 1997
BA, Economics

Andrew Horowitz, CFP®, MBA Andrew Horowitz, CFP®, MBA Greater New York City Area Details
Andrew Horowitz, CFP®, MBA's Ameriprise Financial Services, Inc. Experience June 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1995 - Present
HSBC  April 1986 - June 1996

Education
Pace University - Lubin School of Business   1985 — 1989
MBA, Finance/Marketing

University of Tennessee-Knoxville   1977 — 1981
Bachelor's degree, Public Administration & Business

David Kleiner David Kleiner Valhalla, New York Details
David Kleiner's Ameriprise Financial Services, Inc. Experience September 1990 - Present
Job Private Wealth Advisor at DMK Wealth Advisors an Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1990 - Present
Ameriprise Financial Services, Inc.   September 1990 - Present

Education
Pace University-Pleasantville/Briarcliff Campus
BA, Finance

Charlie Camilleri Charlie Camilleri Greater New York City Area Details
Charlie Camilleri's Ameriprise Financial Services, Inc. Experience January 1998 - Present
Job CRPC®, AWMA®, Financial Advisor | Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1998 - Present
United States Air Force  September 1992 - September 1996

Education
Pace University
Bachelor of Business Administration, Finance

Allan Cornman Allan Cornman Reading, Pennsylvania Area Details
Allan Cornman's Ameriprise Financial Services, Inc. Experience July 2011 - Present
Job Financial Advisor at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2011 - Present
Legacy Financial, Inc.   July 2006 - July 2011
The Seltzer Group  August 1998 - July 2011

Education
The American College   1999 — 2001
Certified Financial Planner, Financial Services

Virginia Polytechnic Institute and State University   1978 — 1980
M.S.

Penn State University   1972 — 1976
B.S.

Stephen Coburn Stephen Coburn Leawood, Kansas Details
Stephen Coburn's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
Ameriprise Financial Services, Inc.   October 2009 - May 2013
Ameriprise Financial  July 2007 - October 2009

Education
Penn State University   1997 — 2001
BS, Finance, Economics

Pennsbury High School   1994 — 1997

Zac Hill Zac Hill Portland, Oregon Area Details
Zac Hill's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Wealth Advisor, Number Lover, Spreadsheet Geek
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2015 - Present
Doneth Wealth Management   September 2012 - Present
LPL Financial  July 2010 - May 2015
Resident Lending Group   July 2006 - July 2010
Salem/Keizer School District  September 2001 - August 2006

Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Mortgage Lending, IRAs, Variable Annuities, Asset Management, Loans, Retirement, 401k Rollovers, Pensions, Financial Advisory, 401k, Life Insurance, Retirement Income..., IRA's, Business Retirement..., College Savings Plans

Education
Oregon State University   2000 — 2001
Master's, Advanced Math Education

Corban College   1995 — 2000
B.S., Mathematics

North Mason High School   1990 — 1994

Holly Lowry Holly Lowry State College, Pennsylvania Area Details
Holly Lowry's Ameriprise Financial Services, Inc. Experience June 2012 - December 2012
Job Research and Analytics Intern at Penn State University
Industry Environmental Services
Experience
Penn State University  May 2015 - Present
Penn State Fitness Centers   January 2014 - Present
Ameriprise Financial Services, Inc.   June 2012 - December 2012

Skills
Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Social Media, Microsoft Word, Leadership, Research, Customer Service, Teamwork, Fundraising

Education
Penn State University   2012 — 2016
Bachelor of Science (B.S.), Enivronmental Meteorology, Meteorology, Junior

Erin Masterson Erin Masterson Conshohocken, Pennsylvania Details
Erin Masterson's Ameriprise Financial Services, Inc. Experience May 2011 - August 2011
Job Consultant at BlackTree Healthcare Consulting
Industry Hospital & Health Care
Experience
BlackTree Healthcare Consulting  June 2012 - Present
The Riser Group   June 2010 - January 2012
Ameriprise Financial Services, Inc.   May 2011 - August 2011
Legislative Office for Research Liaison (LORL)   May 2010 - August 2010

Skills
Data Analysis, Healthcare, Healthcare Consulting, Healthcare Information..., Healthcare Management, Marketing Communications, Medicare, Management

Education
Penn State University   2008 — 2012
Bachelor of Science (BS), Finance

Central Dauphin   2004 — 2008

Thomas Razey, CLTC Thomas Razey, CLTC Syracuse, New York Area Details
Thomas Razey, CLTC's Ameriprise Financial Services, Inc. Experience October 1986 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. with a Private Wealth Advisory Franchise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1986 - Present

Education
State University of New York College at Geneseo   1975 — 1977
BA, Psychology

Onondaga Community College   1973 — 1975
Associate of Arts, Liberal Arts

Erica Goldblatt Erica Goldblatt Pittsburgh, Pennsylvania Details
Erica Goldblatt's Ameriprise Financial Services, Inc. Experience July 2013 - November 2014
Job Project Administrator at Matrix PDM Engineering
Industry Education Management
Experience
Matrix PDM Engineering  November 2014 - Present
The Meadows Racetrack and Casino  March 2014 - November 2014
Ameriprise Financial Services, Inc.   July 2013 - November 2014
The Goddard School  August 2012 - July 2013

Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Teaching, Fundraising, Research, Higher Education, Curriculum Design

Education
Penn State University   2008 — 2012
Bachelor of Applied Science (BASc), Special Education and Teaching

Garrett Spangler Garrett Spangler Greater Philadelphia Area Details
Garrett Spangler's Ameriprise Financial Services, Inc. Experience 2002 - 2003
Job Attorney at The Erb Law Firm PC
Industry Law Practice
Experience
The Erb Law Firm PC   2009 - Present
Delaware Valley University  2009 - Present
Dechert LLP  2008 - 2009
Bucks County Court of Common Pleas  2007 - 2007
INC Research  2003 - 2007
Ameriprise Financial Services, Inc.   2002 - 2003

Skills
Corporate Law, Internet Law, Tax Law, Estate Planning, Trusts, Contract Negotiation, Public Speaking, Strategic Planning, Research, Mergers, Negotiation, Tax, Strategic Financial..., Legal Assistance, Estate Administration, Finance, Cyberlaw, Mergers & Acquisitions, Financial Planning, Commercial Litigation

Education
Temple University - James E. Beasley School of Law   2008 — 2009
LL.M., Tax Law

Temple University - James E. Beasley School of Law   2005 — 2008
JD, Transactional Law - Corporate Law

Penn State University   1998 — 2002
BS, Business Management

Hatboro-Horsham   1994 — 1998
High School

Daniel Gellner Daniel Gellner Klamath Falls, Oregon Details
Daniel Gellner's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2012 - Present
LPL Financial  January 1999 - April 2012

Education
Oregon State University   1984 — 1989
Bachelor of Science (BS), Marketing/Marketing Management

Jason Ledesma, CFP® Jason Ledesma, CFP® Tacoma, Washington Details
Jason Ledesma, CFP®'s Ameriprise Financial Services, Inc. Experience December 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2000 - Present

Education
Pacific Lutheran University   1996 — 2000
BA Finance

Lakes High School

Bret Chernow, CFP® Bret Chernow, CFP® Miami/Fort Lauderdale Area Details
Bret Chernow, CFP®'s Ameriprise Financial Services, Inc. Experience June 1996 - Present
Job CERTIFIED FINANCIAL PLANNER™, An Ameriprise Financial Services practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1996 - Present
John Alden Financial Corp.   April 1993 - June 1996

Education
Pace University - Lubin School of Business   1987 — 1989
Bachelor of Business Administration (B.B.A.), Accounting

State University of New York at Albany   1985 — 1987

Clarkstown High School South   1981 — 1985
Diploma

Nika Qiao Nika Qiao Greater Los Angeles Area Details
Nika Qiao's Ameriprise Financial Services, Inc. Experience June 2006 - August 2006
Job Accounting Professional
Industry Accounting
Experience
Novogradac & Company LLP  September 2008 - April 2011
Ameriprise Financial Services, Inc.   June 2006 - August 2006
Bank of China  June 2005 - August 2005

Skills
Microsoft Excel, Analytical, Quick Learner, Microsoft Office, Leadership, Project Management, Analysis, Teamwork, GAAP, Accounting, Financial Analysis, Analytical Skills, Tax, Team-oriented

Education
Peking University   2011 — 2011
Certificate, Chinese Language Studies

UC Berkeley Haas School of Business   2004 — 2008
BS, Accounting / Finance

Louis M. Delaney III Louis M. Delaney III Hershey, Pennsylvania Details
Louis M. Delaney III's Ameriprise Financial Services, Inc. Experience 1993 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1993 - Present
Legg Mason Wood Walker, Inc.   December 1989 - October 1991

Skills
Retirement Planning

Education
Penn State University   1979 — 1982
BS, Business Administration, Specializing in Hotel Managment

Anthony J. Bruno ChFC®, CLU®, CASL® Anthony J. Bruno ChFC®, CLU®, CASL® Greater Philadelphia Area Details
Anthony J. Bruno ChFC®, CLU®, CASL®'s Ameriprise Financial Services, Inc. Experience October 1995 - Present
Job Financial Advisor, An Ameriprise Financial Platinum Services® Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1995 - Present
Vanguard  August 1987 - September 1995

Education
Bishop Kenrick HS

Penn State University
Economics

The American College
Financial Planning

Erica Wadel, CLU, CLTC Erica Wadel, CLU, CLTC Greater Philadelphia Area Details
Erica Wadel, CLU, CLTC's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Region Vice President, RiverSource Insurance
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2012 - Present
Ameriprise Financial Services, Inc.   January 2006 - December 2011
Ameriprise Financial Services, Inc.   January 2003 - December 2006

Education
Penn State University   1989 — 1993
Bachelor’s Degree, Business Administration and Management, General

The American College
CLU

The Corporation for Long Term Care
CLTC

Graham Gardner, MBA Graham Gardner, MBA Greater New York City Area Details
Graham Gardner, MBA's Ameriprise Financial Services, Inc. Experience January 2008 - June 2008
Job Regional Inside Sales Manager at Gannett
Industry Marketing and Advertising
Experience
Gannett  March 2015 - Present
DGA Security Systems  February 2013 - October 2014
HealthPlan Services  January 2012 - August 2012
HealthPlan Services  January 2011 - January 2012
HealthPlan Services  June 2010 - January 2011
HealthPlan Services  August 2008 - June 2010
Ameriprise Financial Services, Inc.   January 2008 - June 2008
Ameriprise Financial Services, Inc.   June 2006 - September 2007
T-Way, Inc   March 2005 - January 2006
W.B. Mason Company Inc.   June 2002 - October 2004

Skills
Sales Management, Business Development, Training, Salesforce.com, Sales, Team Building, Cold Calling, Call Centers, Process Improvement, Insurance, Account Management, Selling, Management, Health Insurance, Licensed Life & Health..., Financial Services, Customer Service, Healthcare, Employee Benefits, Business Analysis, Start-ups, Term Life Insurance, Project Management, Product Management, Problem Solving, Series 7, Series 66, Project Coordination, Product Marketing, Product Launch, Consultative Selling, Leadership

Education
University of Florida - Warrington College of Business Administration - Hough Graduate School of Business   2010 — 2012
Master of Business Administration (M.B.A.)

Pace University - Lubin School of Business   1997 — 2002
Bachelor of Business Administration (B.B.A.), Marketing Major; Law Minor

Nadine (Minelli) Bartkowski Nadine (Minelli) Bartkowski Scranton, Pennsylvania Area Details
Nadine (Minelli) Bartkowski's Ameriprise Financial Services, Inc. Experience October 2005 - Present
Job MBA, CFP Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2005 - Present
PNC  1989 - 1993

Education
University of Scranton   1990 — 1993
Master of Business Administration (M.B.A.), Accounting

Penn State University   1984 — 1988
Bachelor of Science (BS), Finance/ Ecomomics

Craig Stiles Craig Stiles Harrisburg, Pennsylvania Details
Craig Stiles's Ameriprise Financial Services, Inc. Experience December 2000 - September 2006
Job Business Consultant at 7Eleven
Industry Retail
Experience
7-Eleven  March 2012 - Present
Rita's Italian Ice  September 2006 - October 2011
Ameriprise Financial Services, Inc.   December 2000 - September 2006

Skills
Leadership, Management, P&L, Retail, Marketing, Sales, Budgets, Team Leadership, Customer Service

Education
Broome Community College   1996 — 1999
Associate of Arts and Sciences (A.A.S.), Computer Information Systems

Onondaga Community College   1986 — 1988
Associate of Arts and Sciences (AAS), Music Education

Todd Swan, CFP® Todd Swan, CFP® Vancouver, Washington Details
Todd Swan, CFP®'s Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
Thrivent Financial  January 2003 - August 2014

Education
Pacific Lutheran University - School of Business   1982 — 1987
Bachelor's Degree, Business Administration

Pacific Lutheran University   1982 — 1987
Bachelor's Degree, French

Columbia River High School   1980 — 1982
High School

James Pfister James Pfister Allentown, Pennsylvania Area Details
James Pfister's Ameriprise Financial Services, Inc. Experience August 1987 - Present
Job Financial Advisor, Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1987 - Present
IDS/American Express Financial Advisors/Ameriprise Financial Advisors   August 1987 - August 2008

Education
Penn State University   1969 — 1973
BS, Business/Insurance

Greg McElheny Greg McElheny Colorado Springs, Colorado Details
Greg McElheny's Ameriprise Financial Services, Inc. Experience July 2000 - September 2005
Job Managing Sales Director at Centennial State Financial
Industry Financial Services
Experience
Centennial State Financial   January 2015 - Present
Centennial State Financial/New England Financial   January 2011 - December 2014
Children's HopeChest  January 2010 - October 2010
Delaney Financial Group   July 2005 - December 2009
Ameriprise Financial Services, Inc.   July 2000 - September 2005

Skills
Strategic Financial..., Securities, Fixed Annuities, Retirement Planning, Finance, Financial Services, Disability Insurance, Personal Finance, IRAs, Life Insurance, Insurance, Long-term Care, Term Life Insurance, Retirement, Estate Planning, Investments

Education
Palm Beach Atlantic University   1996 — 2000
Bachelor of Arts, Religion

Faith Heritage School   1992 — 1996

Maggie Zahuranec Maggie Zahuranec Norristown, Pennsylvania Details
Maggie Zahuranec's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Student at Penn State University
Industry
Experience
Ameriprise Financial Services, Inc.   June 2014 - Present
Balfurd Inc.   March 2013 - December 2013
Sovereign - Santander Bank   June 2013 - August 2013
Child Attention and Learning Lab   September 2012 - May 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English

Education
Penn State University   2010 — 2014
Bachelor of Science (B.S.), Psychology with Business Focus

Lora Gambino Lora Gambino Tulsa, Oklahoma Details
Lora Gambino's Ameriprise Financial Services, Inc. Experience September 2013 - August 2014
Job Student
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2013 - August 2014
GableGotwals  September 2008 - September 2013
The Sharper Image  September 1999 - September 2003
Lockheed Martin Postal Technologies, Inc.   September 1997 - May 1999

Skills
Legal Research, Microsoft Office, Outlook, Customer Service, Elite, Worldox, Filing, Document Imaging, Research, File Review, Barcode Scanners, Fundraising, Records Management

Education
Oklahoma State University   2015 — 2018
Bachelor’s Degree, Management Information Systems, General

Tulsa Community College   2014 — 2015
Associate’s Degree, Business Administration and Management, General

Matt Cass, CRPC® Matt Cass, CRPC® Philadelphia, Pennsylvania Details
Matt Cass, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2006 - October 2008
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Kron & Polis Financial Group of Wells Fargo Advisors   January 2012 - Present
Wells Fargo Advisors, LLC  November 2008 - January 2012
Ameriprise Financial Services, Inc.   December 2006 - October 2008

Skills
Financial Advisory, Retirement Planning, Financial Planning, Investment Management, Small Business..., Estate Planning, Asset Allocation, ETFs, Mutual Funds, Equities, Fixed Income, Alternative Investments, Variable Annuities, Fixed Annuities, 401k, Mortgage Banking, Asset Backed Lending, Life Insurance

Education
Penn State University   2002 — 2006
B.S. Finance

Nicholas Meola Nicholas Meola Greater New York City Area Details
Nicholas Meola's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2011 - Present

Education
Pace University - Lubin School of Business   2006 — 2010
BA, Finance & Economics

Julie Marks, CPA, CFP Julie Marks, CPA, CFP Oklahoma City, Oklahoma Area Details
Julie Marks, CPA, CFP's Ameriprise Financial Services, Inc. Experience July 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2000 - Present

Education
Oklahoma State University   1996 — 2000
BS, Agricultural Economics and Accounting

Bryan A. Kupchik Bryan A. Kupchik Clarks Summit, Pennsylvania Details
Bryan A. Kupchik's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job CERTIFIED FINANCIAL PLANNER™Accredited Portfolio Management AdvisorSM
Industry Financial Services
Experience
Capstone Wealth Management Group   February 2014 - Present
Ameriprise Financial Services, Inc.   February 2014 - Present
Capstone Wealth Management Group   2005 - February 2014
LPL Financial  2005 - February 2014
Ameriprise Financial Services, Inc.   2014 - 2014

Education
Penn State University   1993 — 1997

Drew Andersen, CRPC® Drew Andersen, CRPC® Portland, Oregon Area Details
Drew Andersen, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2009 - February 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
AIM Wealth Advisory Group - an Ameriprise Financial Services, Inc. Private Wealth Advisory Practice   February 2013 - Present
Ameriprise Financial Services, Inc.   October 2009 - February 2013
Northwestern Mutual  February 2008 - October 2009
merritt forest products   December 2007 - January 2008
Beneficial Financial Group  June 2007 - September 2007

Education
Oregon State University   2004 — 2008
BS, Finance

Roger Phelps Roger Phelps Greater Seattle Area Details
Roger Phelps's Ameriprise Financial Services, Inc. Experience July 2001 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2001 - Present

Education
Stony Brook University   1977 — 1979
MS, Healthcare Administration

Oregon State University   1966 — 1968
MS, Oceanography

Oregon State University   1961 — 1965
BS, General Science

Gregory Coe Gregory Coe Greater New York City Area Details
Gregory Coe's Ameriprise Financial Services, Inc. Experience December 2013 - October 2014
Job Sales Specialist
Industry Luxury Goods & Jewelry
Experience
Agriturismo   October 2014 - February 2015
Ameriprise Financial Services, Inc.   December 2013 - October 2014
Pace University  August 2011 - May 2014
Morgan Stanley Wealth Management  July 2012 - December 2013
People's United Bank  May 2011 - August 2012

Skills
Cultural Sensitivity, Management, Emerging Markets, Cultural Diversity, Photography, Gender Studies, Networking, Italian languages, European politics, European History, European Union Politics, Guitarist, Architecture, European Studies, European Markets, Portrait Photography, Public Speaking, World History, Project Management, Product Management, Public Relations, Customer Retention

Education
Pace University - Lubin School of Business   2010 — 2014
International Business Management, European Studies/Civilization

Richard Mutchler Richard Mutchler Williamsport, Pennsylvania Details
Richard Mutchler's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
McCulloch & Mutchler Wealth Management, LLC.   March 2005 - September 2012
Smith Barney Citigroup  March 2001 - March 2005
West Branch Valley FCU   June 1993 - March 2001

Skills
Retirement Planning, Retirement, Investments, Finance, Tax, Financial Planning, Wealth Management, Portfolio Management, Financial Analysis, Insurance

Education
Penn State University

Anna Kurpiewska Anna Kurpiewska San Jose, California Details
Anna Kurpiewska's Ameriprise Financial Services, Inc. Experience July 2004 - May 2005
Job OffCampus Analyst I Corporate Program Specialist for the Graduate School of Engineering
Industry Higher Education
Experience
San Jose State University  January 2014 - Present
United Way Silicon Valley  July 2013 - Present
Child Advocates of Silicon Valley  September 2009 - January 2014
RR Donnelley  March 2011 - March 2012
Bowne  August 2005 - May 2009
Ameriprise Financial Services, Inc.   July 2004 - May 2005
RR Donnelley  June 1997 - May 2004

Skills
Customer Service, Account Management, Strategic Financial..., Strategic Planning, New Business Development, Process Improvement, Project Management, Vendor Management, Team Building, Relationship Management, Change Management, Team Leadership, Training, Business Analysis, Project Planning, Business Process..., Analysis of business..., Business Process Mapping, Analysis, Operations Management, SaaS, Negotiation, Coaching, Team Management, Organizational..., CRM, Program Management, Marketing Strategy, Budgets, Event Planning

Education
Pace University - Lubin School of Business
Master of Business Administration (MBA)

City University of New York-Queens College
Bachelor of Arts (B.A.)

Glorivette Somoza Glorivette Somoza Greater Los Angeles Area Details
Glorivette Somoza's Ameriprise Financial Services, Inc. Experience August 2011 - August 2012
Job 3D Post Coordinator at Paramount Pictures
Industry Motion Pictures and Film
Experience
Paramount Pictures  November 2014 - Present
Prime Focus World  August 2012 - November 2014
Ameriprise Financial Services, Inc.   August 2011 - August 2012
Fresh Fries LA   May 2010 - August 2012
Pacific Mercantile Bank  August 2007 - March 2010
Long Beach Mortgage  January 2006 - June 2007
Bank of America  February 2003 - December 2005

Skills
Film, Creative Writing, Screenwriting, Entertainment, Social Media, Storytelling, Public Relations, Social Media Marketing, Poetry, Content Strategy, Television, Creative Writer, Feature Films, Administrative..., Blogging, Comedy, Freelance Writing, Publicity, Screenplays, Songwriting, Short Stories, Novels, Fiction, Fiction Writing, Non-fiction, Ghostwriting, Post Production, Playwriting, Script Doctoring, Financial Analysis, Stock Market, Strategic Financial..., Short Films, Frame Cycler, Doremi DCP software, Script Coverage, Strategic Planning, Marketing Strategy, Budgeting, Project Coordination, Events Coordination, 3D, Visual Effects, Post-production Support, Adobe Creative Suite, Colorfront's Transkoder, Speed Grade

Education
Pasadena City College   2001 — 2004
English Language and Literature/Letters

Pasadena High School   1999 — 2001

Will Rothermel Will Rothermel Ithaca, New York Details
Will Rothermel's Ameriprise Financial Services, Inc. Experience October 2006 - April 2007
Job Associate Director of Athletics at Ithaca College
Industry Sports
Experience
Ithaca College  May 2015 - Present
VCU Athletics  October 2014 - May 2015
CVBOA   November 2013 - March 2015
VCU Athletics  June 2013 - October 2014
Merrimack College Athletics  August 2009 - June 2013
IAABO Board 130   October 2010 - May 2013
Old Dominion University  August 2008 - July 2009
Saint Michael's College  August 2007 - July 2008
Ameriprise Financial Services, Inc.   October 2006 - April 2007

Skills
Sports Management, Event Planning, Sports, Sales, Sports Marketing, Basketball, Cycling, Corporate Sales..., Athletic Ticketing, Sports Clubs, Volunteering, CRM, Customer Service, Supervisory Skills, Sponsorship, Athletics, Ticket Sales, Student Development, Student Affairs, Fundraising, Facebook, Event Management, Athletic Training, Baseball, Alumni Relations, Student Leadership, Social Networking, Annual Giving, Academic Advising, Enrollment Management, Admissions, Scouting, Student Engagement, Intercollegiate..., Higher Education

Education
Saint Michael's College   2002 — 2006
Bachelor's degree, Business Administration and Management, General

Old Dominion University   2008 — 2009
Master of Education (M.Ed.), Sport Management

York High School   1998 — 2002

OMghee Butter and Foods OMghee Butter and Foods Cedar Grove, New Jersey Details
OMghee Butter and Foods's Ameriprise Financial Services, Inc. Experience June 2007 - October 2010
Job Www.omghee.com Organic non GMO Ghee. Owner of the most awesome butter company ever!
Industry Food & Beverages
Experience
Omghee   May 2013 - Present
Cedar grove Liquors   January 2013 - Present
Edge Insurance Consulting Group   April 2011 - January 2013
Omega Financial Services, Inc   November 2010 - September 2011
Ameriprise Financial Services, Inc.   June 2007 - October 2010
Five star mortgage  May 2001 - 2007

Skills
Marketing, Leadership, Management, Advertising, Marketing Strategy, SEO, New Business Development, Project Management, Sales, Insurance, Selling, Real Estate, Customer Service, Finance, Fundraising, Web Design, Financial Services, Investments, Social Networking, Portfolio Management, Strategy, Integrated Marketing, Social Media Marketing, Social Media, Business Development, Market Research, Strategic Planning, Marketing Communications, Microsoft Office, Sales Management, Email Marketing, Facebook, Public Relations, Small Business, Direct Marketing, Entrepreneurship, Retail, Time Management, Online Marketing, Brand Development, Brand Management, Online Advertising, Market Planning, Marketing Management, Business Strategy, Lead Generation, Product Development, Marketing Research, Team Building, E-commerce

Education
Old Dominion University   2006 — 2011
Bachelors, Marketing

cedar grove high school   1997 — 2001

Pooja Mahesh Pooja Mahesh Greater New York City Area Details
Pooja Mahesh's Ameriprise Financial Services, Inc. Experience March 2008 - May 2011
Job Android Developer at AetherPal
Industry Computer Software
Experience
AetherPal Inc.  August 2015 - Present
inPace   November 2014 - August 2015
Technology Research Assistant Seidenberg School Of CSIS   December 2014 - May 2015
Intellibins   July 2014 - October 2014
Radio Live Streaming App   September 2012 - April 2014
Ameriprise Financial Services, Inc.   March 2008 - May 2011

Skills
Java, Android Development, JavaScript, SQL, Software Development, HTML, SDLC, jQuery Mobile, Web Development, Unix, Agile Methodologies, XML

Education
Pace University   2014 — 2015
Master's degree, Computer Science, 3.98/4.0

Pace University-Seidenberg School Of CSIS, New York   2014 — 2015
Master's degree, Computer Science, 3.98

SJC Institute Of Technology   2003 — 2007
Bachelor of Engineering (BE), Information Technology, 4

Levi DeShaw Levi DeShaw Portland, Oregon Area Details
Levi DeShaw's Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Financial Advisor, CEO at DeShaw and Downey
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1998 - Present

Education
Oregon State University   1993 — 1998
B.S. in Business Administration, Finance

Silverton Union High School

Connor Lucas Connor Lucas Grove City, Ohio Details
Connor Lucas's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Student at Otterbein College
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present

Skills
Customer Service, Microsoft Excel, Microsoft Word, Photoshop, Microsoft Office, PowerPoint, Research, Social Media, Teamwork, Time Management, Event Planning

Education
Otterbein College   2012 — 2015
Bachelor's Degree, Finance, General, 3.94/4.0

Alex Atallah Alex Atallah New York, New York Details
Alex Atallah's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Student at Pace University
Industry Accounting
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present

Education
Pace University   2013 — 2018
BBA/MS, Public Accounting/Financial Management

Edward Shiring 3rd Edward Shiring 3rd Bethesda, Maryland Details
Edward Shiring 3rd's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Operations Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
MicroStrategy  May 2014 - October 2014
MicroStrategy  August 2013 - May 2014
Ameriprise Financial Services, Inc.   September 2012 - August 2013
EDMC/Argosy University   June 2008 - March 2012
Cypress Communications  January 2007 - July 2007
Health Communications, Inc.   July 2003 - January 2007
Computer Associates, Inc.   January 2001 - September 2002
UUNET  May 1999 - August 2000

Skills
Sales, Training, Cold Calling, Account Management, Selling, Inside Sales, Exceeding Quotas, Outside Client Facing..., Generate Revenue, Customer Service, High Technology Sales, Mentoring, Develop and nurture..., Following Up, Follow Through, Sales process, Coaching, Solution Selling, Consultative Selling, Software Solution Sales, New Business Development, Marketing, Direct Sales, Customer Insight, Relationship Management, Strategy, Leadership, Strategic Partnerships, Sales Operations, Enterprise Software, Business Development, Sales Process

Education
Penn State University   1987 — 1992
BA, Political Science

Shauni Brinser Shauni Brinser Camp Hill, Pennsylvania Details
Shauni Brinser's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2014 - Present
The Hershey Company  January 2010 - Present
Penn State University  2014 - 2015
ANN INC.  November 2011 - January 2013

Skills
Management, Customer Service, Sales, Leadership, Microsoft Excel, Time Management, PowerPoint, Sales Operations, Sales Management, Microsoft Office, Team Building, Team Leadership, Microsoft Word, Customer Satisfaction, Marketing

Education
Penn State University   2011 — 2015
Bachelor's degree in Business Management, Business Management

Lower Dauphin High School   2007 — 2011

John A. Rojas, CFP® John A. Rojas, CFP® West Palm Beach, Florida Area Details
John A. Rojas, CFP®'s Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Financial Advisor | Vice President | CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
Wells Fargo Advisors, LLC  July 2003 - February 2015
1st Discount Brokerage  February 2000 - June 2003
Army  June 1991 - September 1993

Skills
Strategic Planning, Insurance Broker/Agent, Employee Benefits, Client Management, Public Speaking, Small Business Planning, Business Strategy, Strategic Partnerships, Protection Planning, Business Planning, Risk Management, Education Planning

Education
Palm Beach Atlantic University   2007 — 2012
Bachelor's degree, Organizational Management

Jessica Blomgren Jessica Blomgren Washington D.C. Metro Area Details
Jessica Blomgren's Ameriprise Financial Services, Inc. Experience June 2008 - June 2011
Job Energy Services Project Coordinator at Institute for Building Technology and Safety
Industry Renewables & Environment
Experience
IBTS - Institute for Building Technology and Safety  June 2011 - Present
Ameriprise Financial Services, Inc.   June 2008 - June 2011
Timberline Knolls Residential Treatment Center  2007 - 2008

Skills
Energy Efficiency, Government, Green Building, Construction, Sustainability, Program Management, Contract Management, Project Management, Policy, Project Planning, Process Scheduler, Marketing, Construction Management, Contract Negotiation, Microsoft Excel, Strategic Planning, Public Speaking, Training

Education
Old Dominion University
Bachelor's degree, Human Services Counseling

Stephanie Napolitano Dolan Stephanie Napolitano Dolan Harrison, New York Details
Stephanie Napolitano Dolan's Ameriprise Financial Services, Inc. Experience August 2011 - May 2012
Job Assistant Cooperative Operations, MAXX Properties
Industry Financial Services
Experience
Maxx Properties Inc  May 2012 - January 2014
Ameriprise Financial Services, Inc.   August 2011 - May 2012
Ameriprise Financial Services, Inc.   1989 - 1994

Skills
Hiring, Employee Engagement, Recruiting, Training, Customer Service, Talent Acquisition, Team Building, Sourcing, Management, Budgets

Education
Pace University-Pleasantville/Briarcliff Campus
BS, Human Resources Management

Westlake HS

Michal Berns Michal Berns Baltimore, Maryland Area Details
Michal Berns's Ameriprise Financial Services, Inc. Experience May 2008 - October 2012
Job Associate Director of Development, Regional Programs at Johns Hopkins University
Industry Fund-Raising
Experience
Johns Hopkins University & Medicine   October 2014 - Present
The Jewish Federation of Greater Washington  April 2013 - October 2014
Penn State Hillel  May 2011 - April 2013
Ameriprise Financial Services, Inc.   May 2008 - October 2012

Skills
PowerPoint, Illustrator, Hebrew, Arabic, Non-profits, Microsoft Office, Microsoft Excel, Adobe Creative Suite, Photoshop, InDesign, Fundraising, Event Planning, Community Outreach, Public Speaking, Advertising, Nonprofits, Stewardship, Research, Political Campaigns

Education
Penn State University   2007 — 2011
BA, Media Studies/Media Law & Policy

Elizabeth Mirarchi Elizabeth Mirarchi Greater New York City Area Details
Elizabeth Mirarchi's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Assistant Branch Manager at Sherwin Williams
Industry Consumer Goods
Experience
Sherwin-Williams Automotive and Transportation Finishes  September 2013 - Present
Sherwin-Williams Automotive and Transportation Finishes  July 2013 - September 2013
Happenings Magazine & Communications Group  May 2012 - August 2012
Ameriprise Financial Services, Inc.   May 2012 - August 2012
PSU Childcare Center at Hort Woods   August 2011 - May 2012
The Daily Collegian  2011 - 2012
The Daily Collegian  August 2011 - December 2011

Skills
Management, Sales, Customer Service, Communication, Editing, Marketing, Graphic Design, Teaching, Microsoft Office, Adobe Creative Suite, News Writing, Technical Writing, Creative Writing, Social Media, Arts, Art Education

Education
Penn State University   2009 — 2013
Bachelor of Arts (B.A.), Integrative Arts

Nicholas Gates Nicholas Gates Portland, Oregon Details
Nicholas Gates's Ameriprise Financial Services, Inc. Experience September 2007 - September 2007
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments  April 2013 - Present
Standard Insurance Company  August 2010 - April 2013
Standard Insurance Company  June 2009 - August 2010
Standard Insurance Company  March 2008 - June 2009
Ameriprise Financial Services, Inc.   September 2007 - September 2007
Northwestern Mutual  November 2006 - May 2007

Skills
Series 7, Series 66, Public Speaking, Time Management, Customer Service, QKA

Education
Oregon State University   2003 — 2007
Bachelor of Science (BS), Business Administration; Option Finance

Gary Buczkowski, CFP® Gary Buczkowski, CFP® Portland, Oregon Area Details
Gary Buczkowski, CFP®'s Ameriprise Financial Services, Inc. Experience November 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1997 - Present

Education
Oregon State University   1992 — 1997
Bachelor of Science (B.S.), Finance

Ahmad Zeaiter Ahmad Zeaiter Cincinnati Area Details
Ahmad Zeaiter's Ameriprise Financial Services, Inc. Experience March 2013 - June 2013
Job Assistant Brand Manager at Procter & Gamble
Industry Marketing and Advertising
Experience
Procter & Gamble  May 2015 - Present
University of Wisconsin-Madison  July 2013 - May 2015
Procter & Gamble  June 2014 - August 2014
Plymouth Rock Assurance  June 2013 - July 2013
Ameriprise Financial Services, Inc.   March 2013 - June 2013
Markel Corporation  April 2011 - March 2013
Colony Insurance  October 2008 - April 2011
The Hanover Insurance Group  June 2005 - October 2008

Skills
Marketing, Leadership, Property & Casualty..., Negotiation, Teamwork, Sales, Social Media, Customer Service, Microsoft Office, Price Forecasting, Time Management, Brand Management, New Business Development, Market Research, Financial Analysis, Pricing, Casualty, Process Improvement, Strategy, Underwriting, Analytics

Education
University of Wisconsin-Madison   2013 — 2015
Master of Business Administration (M.B.A.), Brand and Product Management

Olivet College   2001 — 2005
Bachelor of Arts (B.A.), Double Major: Insurance & Risk Management and Financial Planning

Steven Tresnan, CFP®, AIF® Steven Tresnan, CFP®, AIF® Greater New York City Area Details
Steven Tresnan, CFP®, AIF®'s Ameriprise Financial Services, Inc. Experience April 2006 - December 2009
Job Director of Client Service, Private Wealth Manager, at HighTower
Industry Investment Management
Experience
HighTower Advisors  October 2009 - Present
Ameriprise Financial Services, Inc.   April 2006 - December 2009
Ameriprise Financial Services, Inc.   April 2006 - October 2009
Northrop Grumman  June 2003 - December 2005
Westinghouse EMD   2000 - 2001

Skills
Strategic Financial..., Investments, Estate Planning, Retirement Planning, Marketing, Presentation Design, Client Presentation, Portfolio Construction, Hedge Funds, Insurance Planning

Education
Penn State University   1998 — 2003
Bachelor's, Industrial Engineering

North Hills   1992 — 1998

Penni Stathakos Penni Stathakos Greater New York City Area Details
Penni Stathakos's Ameriprise Financial Services, Inc. Experience May 2007 - July 2009
Job Attorney Admitted in NY and NJ
Industry Law Practice
Experience
Sankel, Skurman & McCartin, LLP   May 2015 - Present
Katerina Nikiforou, PLLC   November 2012 - May 2015
Title One, Inc.   November 2012 - May 2015
Pace University School of Law  October 2011 - May 2012
Keane & Beane, P.C.   June 2010 - May 2012
Hon. Richard A. Molea, Supervising Judge of the Criminal Courts, Ninth Judicial District   June 2010 - July 2010
Ameriprise Financial Services, Inc.   May 2007 - July 2009

Skills
Legal Research, Legal Writing, Estate Planning, Tax Law, Corporate Tax, Land Use Law, Financial Planning, Document Management, Microsoft Office, Civil Litigation, Courts, Litigation, Strategic Financial..., Real Estate

Education
Pace University School of Law   2009 — 2012
Juris Doctor

St. Joseph's College   2004 — 2008
Bachelor of Science, Business Administration, Finance

Kevin Loftus Kevin Loftus Washington D.C. Metro Area Details
Kevin Loftus's Ameriprise Financial Services, Inc. Experience July 2006 - August 2007
Job Financial Analyst at Michael Baker International
Industry Information Technology and Services
Experience
Michael Baker International  July 2015 - Present
Michael Baker International  July 2013 - July 2015
Google  July 2013 - July 2013
CrossCountry Consulting  May 2013 - June 2013
Price Waterhouse Coopers  April 2010 - January 2013
PricewaterhouseCoopers  June 2009 - July 2009
National Rural Utilities Cooperative Finance Corporation  June 2008 - August 2008
Ameriprise Financial Services, Inc.   July 2006 - August 2007

Skills
Financial Analysis, Financial Modeling, Financial Reporting, Finance, Auditing, Managerial Finance, Financial Accounting, Due Diligence, Sarbanes-Oxley Act, Internal Controls, Portfolio Management, Risk Assessment, Analysis, Mergers & Acquisitions, Budgets, US GAAP, Program Management, Account Reconciliation, Corporate Finance

Education
James Madison University - College of Business   2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance

Old Dominion University   2005 — 2007
International Business

Nicolas Pearson Nicolas Pearson Miami/Fort Lauderdale Area Details
Nicolas Pearson's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Financial Planning Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
Publix Super Markets  November 2012 - Present

Skills
QuickBooks, Teamwork, Finance, Customer Service, Time Management, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Planning, Customer Satisfaction, Accounting, Outlook, Financial Analysis, Banking, Data Entry, Retail, Leadership, PowerPoint

Education
Marjory Stoneman Douglas High School   2010 — 2014
High School

Palm Beach State College   2014 — 2018
Finance, Finance

Caroline Helou Caroline Helou Greater Minneapolis-St. Paul Area Details
Caroline Helou's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Strategic Solutions Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2013 - Present
Ameriprise Financial Services, Inc.   April 2012 - July 2013
Ameriprise Financial Services, Inc.   October 2005 - July 2010
LSI Logic  2004 - 2005

Skills
Financial Analysis, Strategic Financial..., Finance, Leadership, New Business Development, Mutual Funds, Retirement Planning, Wealth Management, Investments, Portfolio Management, Securities, Series 7, Asset Management, Financial Services, Equities, Asset Allocation, Insurance, Investment Advisory, Risk Management, Banking, Financial Reporting, Forecasting, Series 63, 401k, FINRA, Financial Planning

Education
Oregon State University   1999 — 2003
Bachelor of Science (BS), Finance

Janet Palmatier Janet Palmatier State College, Pennsylvania Details
Janet Palmatier's Ameriprise Financial Services, Inc. Experience October 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2002 - Present
IBM  June 2000 - July 2002

Education
Penn State University   1995 — 2000
Bachelor of Science (B.S.), Physics

Robert Shveima Robert Shveima Dallas/Fort Worth Area Details
Robert Shveima's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
Raytheon  June 1995 - March 2014

Education
Southern Methodist University   1997 — 1999
Masters, Manufacturing Systems Management

Oklahoma State University   1990 — 1995
BS, Mechanical Engineering Technology

Murali Mannava Murali Mannava San Francisco Bay Area Details
Murali Mannava's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job at and t
Industry Telecommunications
Experience
AT&T  May 2013 - Present
Visa thru latitude inc 36   January 2013 - April 2013
Advanced Software Talent  September 2011 - April 2012
Intuit  2011 - 2012
Kaiser Permanente  2008 - 2011
Ameriprise Financial Services, Inc.   2006 - 2007

Skills
Agile Methodologies, Data Mining, Web Development, SQL, Unix, Apache, SAS, SAS programming, XML, Business Intelligence, Data Analysis, AIX, Data Warehousing

Education
NIIT   1993 — 1995
Professional Diploma, Software Technology and Systems management

Osmania University   1987 — 1991
Bachelors degree, Mechanical Engineering

Gregory Voetberg Gregory Voetberg Greater Seattle Area Details
Gregory Voetberg's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Financial Advisor at Ameriprise Financial Services Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2013 - Present
Arcadia Reports   January 2009 - Present
Ameriprise Financial Advisors  January 2006 - January 2009

Education
Oregon State University   1978 — 1983
B.S., Business Administration

Pratap Vankayala Pratap Vankayala Greater Chicago Area Details
Pratap Vankayala's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Business Relationship Manager at TCS
Industry Computer Software
Experience
TCS  July 2009 - Present
TCS  2008 - 2009
Ameriprise Financial Services, Inc.   2006 - 2007
TCS  2005 - 2007
TCS  1998 - 1999

Education
Osmania University   1990 — 1994
BE, mechanical engineering

Richard Beckel Richard Beckel Minneapolis, Minnesota Details
Richard Beckel's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Designer/Owner Primeau
Industry Design
Experience
Ameriprise Financial Services, Inc.   May 2014 - Present
Primeau   August 2006 - Present
Ameriprise  February 2010 - December 2012

Skills
Creative Direction, Financial Services, User Experience, Creative Strategy, Email Marketing, Interactive Marketing, Fashion Design, Marketing, Strategy, Product Development, Marketing Strategy, Graphic Design, Adobe Creative Suite, Illustrator, Advertising, Art Direction, InDesign, Corporate Identity, Layout, Brochures, Logo Design, Graphics, Direct Mail, Adobe Acrobat, Mac, QuarkXPress, Web Design, Illustration, Typography

Education
Parsons School of Design   2005 — 2006
AAS, Design

University of Minnesota-Twin Cities

Matt Nagy Matt Nagy Greater Denver Area Details
Matt Nagy's Ameriprise Financial Services, Inc. Experience June 2006 - February 2007
Job VP of Sales West Central at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate  January 2010 - Present
Resource Real Estate  July 2008 - January 2010
Resource Real Estate  March 2007 - July 2008
Ameriprise Financial Services, Inc.   June 2006 - February 2007

Skills
Retirement Planning, Series 7, Asset Management

Education
Penn State University   2002 — 2006
Bachelor of Science (BS), Accounting

Radhika Banoor Radhika Banoor Smyrna, Georgia Details
Radhika Banoor's Ameriprise Financial Services, Inc. Experience October 2006 - March 2008
Job SAP SD functional Consultant at The Home Depot
Industry Information Technology and Services
Experience
The Home Depot Canada  September 2014 - Present
CTS  November 2005 - Present
Cognizant Technology Solutions  2005 - Present
The Home Depot  June 2012 - August 2014
Merck  September 2009 - May 2012
TD Ameritrade  March 2008 - June 2009
Ameriprise Financial Services, Inc.   October 2006 - March 2008

Skills
SDLC, Quality Center, Software Quality..., Business Analysis, Software Project..., Requirements Analysis, Data Warehousing, Quality Assurance, Integration, Testing, SQL, SOA, Visio, Oracle, SAP, User Acceptance Testing, Business Process, SAP R/3, Data Migration, Test Planning, Software Development

Education
Chaitanya Bharathi Institute of Technology   2002 — 2005
BE, Electrical & Electronics

Osmania University   2002 — 2005
BE, Electronics and Electricals

St. Anthony School   1994 — 1999

Bobby D. Schneider Bobby D. Schneider Austin, Texas Area Details
Bobby D. Schneider's Ameriprise Financial Services, Inc. Experience 2001 - 2004
Job Founder & CEO at The Delta Group
Industry Financial Services
Experience
The Delta Group  Region Vice-PresidentAmeriprise2003 - 2004
Ameriprise Financial  2001 - 2004
Ameriprise Financial Services, Inc.   2001 - 2004
American Express Financial Advisors  1993 - 2004
Ameriprise Financial (Formerly American Express Financial Advisors)   1992 - 2004

Skills
Financial Advisory, Wealth Management, Retirement

Education
Cambridge University   1994 — 2004
PhD, Management

Our Lady of the Lake University   1980 — 1985
BA & MBA, Marketing/Management

Austin Comando Austin Comando Greater New York City Area Details
Austin Comando's Ameriprise Financial Services, Inc. Experience September 2009 - Present
Job Associate Financial Advisor with the Practice of Rocco A. Carriero at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2009 - Present
Ameriprise Financial  June 2007 - September 2009
Ameriprise Financial  2007 - 2009
Joslin Diabetes Center  1999 - 2003

Education
University of Connecticut   2005 — 2007
BA, Economics, Finance

Pace University   2003 — 2006
economics

Brian Dart, CRPC® Brian Dart, CRPC® Greater Pittsburgh Area Details
Brian Dart, CRPC®'s Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job Financial Advisor at Kades Margolis Corp.
Industry Financial Services
Experience
Kades Margolis Corp.   November 2007 - Present
Ameriprise Financial Services, Inc.   2005 - 2007

Education
Penn State University   2001 — 2005

Timothy J. McGee CFP®, ChFC®, CLU®, CFS® Timothy J. McGee CFP®, ChFC®, CLU®, CFS® Greater Philadelphia Area Details
Timothy J. McGee CFP®, ChFC®, CLU®, CFS®'s Ameriprise Financial Services, Inc. Experience 1988 - 2011
Job CERTIFIED FINANCIAL PLANNER™ Practitioner at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors  June 1988 - Present
Ameriprise Financial  1988 - Present
Ameriprise Financial Services, Inc.   1988 - 2011

Education
Penn State University
BS, Finance

Rebecca Jessen Rebecca Jessen Davenport, Iowa Details
Rebecca Jessen's Ameriprise Financial Services, Inc. Experience September 2008 - May 2009
Job Contract Specialist at U.S. Army Contracting Command
Industry Government Administration
Experience
U.S. Army Contracting Command   January 2013 - Present
Ashford University  September 2011 - January 2013
University of Northern Iowa  August 2009 - May 2011
Social Security Administration  May 2010 - August 2010
AFS Intercultural Programs  January 2009 - May 2009
Ameriprise Financial Services, Inc.   September 2008 - May 2009
Dr. Ramaswamy, D.D.S.   June 2005 - July 2008

Skills
Non-profits, Microsoft Word, Microsoft Excel, Customer Service, Social Media, Event Planning, PowerPoint, Research, Event Management, Project Management, Public Speaking, Community Outreach, Leadership, French, Nonprofits, Higher Education, Teaching, Training, Editing, Social Networking, Data Analysis, Public Relations, Staff Development, Microsoft Office, Analysis, Fundraising, Teamwork

Education
University of Northern Iowa   2009 — 2012
M.A., French

Pace University   2005 — 2009
B.B.A., International Management, French

Troy Janke Troy Janke Greater Minneapolis-St. Paul Area Details
Troy Janke's Ameriprise Financial Services, Inc. Experience 2010 - 2011
Job Network Engineer at Cambria
Industry Computer Networking
Experience
Cambria  May 2014 - Present
CompuCom  January 2007 - Present
Ameriprise Financial Services, Inc.   2010 - 2011

Skills
CCNP, Routing, CCIE, Switching, Cisco Technologies, Windows Server, System Administration, VMware, Microsoft Office, Account Management, TCP/IP, Troubleshooting, Strategic Planning, CCNA, Telecommunications

Education
Oral Roberts University   1985 — 1990
BA, Pre Law

Kyle Williams, CFP, CRPC, CFS Kyle Williams, CFP, CRPC, CFS Oklahoma City, Oklahoma Area Details
Kyle Williams, CFP, CRPC, CFS's Ameriprise Financial Services, Inc. Experience 1994 - Present
Job Financial Advisor at Robinson, Williams, Self & Associates, a financial advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1994 - Present

Education
Oklahoma State University
Bachelor of Science (B.S.), Business Administration

Jason Minnella Jason Minnella Greater New York City Area Details
Jason Minnella's Ameriprise Financial Services, Inc. Experience August 2007 - January 2008
Job Employee Benefits Specialist at AXA Advisors
Industry Financial Services
Experience
AXA US  June 2015 - Present
Benefit Managers LLC   January 2012 - Present
AXA Advisors  2010 - Present
AXA Advisors  June 2009 - Present
AXA Advisors  June 2009 - June 2010
Sensus Group   January 2008 - June 2009
Ameriprise Financial Services, Inc.   August 2007 - January 2008

Skills
Personal Financial..., Employee Benefits, Employee Benefits Design, Executive Compensation..., Retirement Planning, Voluntary Employee..., Deferred Compensation, Non-Qualified Deferred..., Life Insurance, Fixed Annuities, Variable Annuities, Health Insurance, Healthcare Industry, Retirement, Disability Insurance, 401k, Defined Benefit, Long Term Care Insurance, Series 63

Education
Pace University   2006 — 2011
Bachelor of Business Administration (BBA), Finance

Pace University - Lubin School of Business   2006 — 2011
Bachelor of Business Administration (BBA)

Randy Sienkiewicz Randy Sienkiewicz Greater Chicago Area Details
Randy Sienkiewicz's Ameriprise Financial Services, Inc. Experience 2006 - 2008
Job COO One Resource Group, CEO Epic Financial Corporation
Industry Financial Services
Experience
Epic Financial Corporation   January 2000 - Present
One Resource Group  January 2000 - Present
Ameriprise Financial Services, Inc.   2006 - 2008
First Variable Life   January 1998 - January 2001
National Brokerage Associates, Inc.   January 2000 - January 2000
BISYS Insurance Services  January 2000 - January 2000
National Life Group  January 2000 - January 2000
ING  1996 - 1998
Fortis Investments  1992 - 1996

Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Commercial Pilot,..., Microsoft Excel, Life Insurance, Microsoft Word, Strategic Planning, Process Improvement, Strategic Financial..., Management, Fixed Annuities, Marketing Strategy, Leadership, Sales, Insurance, Marketing, Budgets, Start-ups, Mergers & Acquisitions, Sales Operations, Finance, Entrepreneurship, Executive Management

Education
Pacific University
BS, Business Management

Christine Langford Christine Langford Owatonna, Minnesota Details
Christine Langford's Ameriprise Financial Services, Inc. Experience November 2007 - August 2009
Job Lead Front Desk Associate
Industry Hospitality
Experience
Owatonna Fit Lab   March 2015 - Present
TMI Hospitality  October 2013 - Present
Plant Essentials  May 2013 - November 2014
Hyatt Childcare & Learning Center   September 2012 - September 2014
Prudential Financial  May 2011 - October 2012
Cedar Kids Childcare   May 2010 - May 2011
Kohl's Department Stores  September 2009 - September 2010
Ameriprise Financial Services, Inc.   November 2007 - August 2009
Global Marketing Group  August 2006 - November 2006
New York & Company  January 2004 - May 2006

Skills
Customer Service, Training, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Staff Development, Team Building

Education
Oral Roberts University   2003 — 2006
MBA, Business

Winona State University   1995 — 1999
BSW, Social Work, Business

Prashanth Susarla Prashanth Susarla Green Bay, Wisconsin Area Details
Prashanth Susarla's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Sr. Peoplesoft Consultant at Computer Power Group
Industry Information Technology and Services
Experience
Integrys Energy Group  2007 - Present
Computer Power Group  2005 - Present
Ameriprise Financial Services, Inc.   2006 - 2007

Skills
PeopleSoft, SQR, PeopleTools, PeopleCode, Requirements Analysis, Crystal Reports, Requirements Gathering, Oracle, SQL, ERP, Microsoft SQL Server, Databases, XML Publisher, Unix

Education
Osmania University

Dan Samarin, MBA Dan Samarin, MBA Greater Philadelphia Area Details
Dan Samarin, MBA's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Financial Advisor at BISHOP, SMITH AND ASSOCIATES
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2013 - Present
BNY Mellon  June 2010 - March 2013
Vanguard  November 2007 - May 2010
AIG  February 2007 - September 2007

Education
Penn State University   2010 — 2013
MBA, Finance

Temple University   2002 — 2006
Bachelor of Science (B.S.), Sport and Recreation Management

Priyanka Sagare Priyanka Sagare West Chester, Pennsylvania Details
Priyanka Sagare's Ameriprise Financial Services, Inc. Experience January 2005 - February 2005
Job System Quality Assurance Advisor at HealthCore, Inc.
Industry Health, Wellness and Fitness
Experience
HealthCore, Inc.   February 2013 - Present
Lincoln Financial Group  December 2011 - January 2013
Bank of America  January 2011 - November 2011
Lincoln Financial Group  June 2010 - December 2010
JPMorgan Chase  September 2008 - May 2010
Bank of America  December 2007 - August 2008
JPMorgan Chase  November 2006 - November 2007
Countrywide Mortgage Services  March 2005 - October 2006
Ameriprise Financial Services, Inc.   January 2005 - February 2005

Skills
SDLC, Software Quality..., Software Quality Control, Business Requirements, Requirements..., Quality Center, Test Management, Test Automation, Rational Functional..., System Testing, Manual Testing, Test Cases, Defect Life Cycle, Agile & Waterfall..., Health Insurance, Healthcare Information..., Finance, Credit Cards, Retirement, Quality Assurance, HP Quality Center, User Acceptance Testing, Test Planning, SQL, Regression Testing, Testing, Oracle, Requirements Gathering, Databases, Microsoft SQL Server, Requirements Analysis, Test Strategy, Integration, Defect Tracking

Education
Osmania University   2002 — 2004
Masters, Information Sciences, First

St.Francis Degree College   1999 — 2002
Bachelor's degree, Computer Applications

PRADEEP KUMAR NANNURU PRADEEP KUMAR NANNURU Washington D.C. Metro Area Details
PRADEEP KUMAR NANNURU's Ameriprise Financial Services, Inc. Experience October 2005 - Present
Job Project Lead at Tata consulatncy Services
Industry Financial Services
Experience
The World Bank  April 2008 - Present
Ameriprise Financial Services, Inc.   October 2005 - Present

Skills
J2EE, WebSphere Message Broker, SAP, iOS development, Sencha, Android Development, Spring, Struts, Mobile Applications, Software Project..., Agile Methodologies, Android, Enterprise Architecture

Education
Osmania University   2001 — 2005
Engineering, Electronics and communication

Shannon Rogers Shannon Rogers Madison, Wisconsin Details
Shannon Rogers's Ameriprise Financial Services, Inc. Experience November 2013 - June 2015
Job Executive Benefits Consultant
Industry Financial Services
Experience
CUNA Mutual Group  July 2015 - Present
Ameriprise Financial Services, Inc.   November 2013 - June 2015
Kades-Margolis Corporation  June 2007 - November 2013
Edward Jones  August 2006 - May 2007
Juniata College  May 2005 - August 2006
St. Joseph's University   2000 - 2005
Penn State University  1999 - 2005

Education
Penn State University
Doctor of Philosophy (Ph.D.), Modern European History

Vassar College
Bachelor of Arts, Victorian Studies

Christopher Coffman Christopher Coffman Greater Minneapolis-St. Paul Area Details
Christopher Coffman's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Enterprise Solutions Architect
Industry Information Technology and Services
Experience
CSC  February 2011 - Present
Ameriprise Financial Services, Inc.   February 2015 - Present

Skills
Unix, Integration, System Administration, Unix Shell Scripting, Servers, AIX, HP-UX, ITIL, Disaster Recovery, Perl, Solaris, Shell Scripting, RHEL, Veritas Cluster Server, Firewalls, HP Proliant, Software Development, Solaris 8/9/10, SLES, Ksh, IBM Server Hardware, Dell PowerEdge Servers, HP Proliant Servers, SUN Systems Hardware, Oracle E-Business Suite, VMware ESX, BMC Remedy, HP Openview, PowerVM, IBM PowerHA, Symantec SFCFS, HP Opsware, Oracle ASM, NPIV, WPARS, Cluster, Infrastructure, SAN, Storage Area Networks, Virtualization, VMware, Amazon Web Services..., CommVault, EMC Storage, Symmetrix, Data Warehousing, RDBMS, IBM AIX, Data Center

Education
Penn State University   1984 — 1988
Bachelors, Physical Sciences

Sachin Mahajan Sachin Mahajan Dayton, Ohio Area Details
Sachin Mahajan's Ameriprise Financial Services, Inc. Experience June 2006 - September 2008
Job SAS Administrator at The Walt Disney Company
Industry Banking
Experience
Jawan Consulting Inc   October 2014 - Present
The Walt Disney Company  2014 - Present
American Express  September 2008 - September 2014
JPMorgan Chase  2012 - 2013
SAS  September 2011 - December 2011
Ameriprise Financial Services, Inc.   June 2006 - September 2008

Skills
Unix, SAS, ETL, Enterprise Architecture, Oracle, Business Intelligence, Databases, Requirements Gathering, DB2, Shell Scripting, Perl

Education
Oklahoma State University   2003 — 2006
MS

vijay pasupulati vijay pasupulati Greater Minneapolis-St. Paul Area Details
vijay pasupulati's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Tech Lead at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   August 2011 - Present
Encora Inc.  March 2010 - April 2011
Railwire ICT   January 2009 - March 2010

Education
Osmania University
Master of Computer Applications

Cody Fleischfresser Cody Fleischfresser Saint Paul, Minnesota Details
Cody Fleischfresser's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Director, Client Experience at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2014 - Present
Ameriprise Financial Services, Inc.   August 2010 - February 2014
Target  June 2009 - August 2010
Target  May 2007 - June 2009
Progressive Insurance  June 2006 - May 2007
Progressive Insurance  June 2005 - June 2006

Skills
Analytics, Interactive Marketing, Database Marketing, Omniture, Web Analytics, Multi-channel Marketing, Marketing, E-commerce, Strategy, Product Management, Digital Marketing, Direct Marketing, Digital Strategy, Email Marketing, Online Marketing, Mobile Marketing, Customer Acquisition, Competitive Analysis, Integrated Marketing, Google Analytics

Education
University of St. Thomas   2002 — 2005
B.A., Business, Quantitative Methods Computer Science

Parsons School of Design
Master's degree, Strategic Design and Management

David Pistner David Pistner Williamsport, Pennsylvania Details
David Pistner's Ameriprise Financial Services, Inc. Experience February 2004 - December 2007
Job Director, Energy Initiatives at Pennsylvania College of Technology
Industry Higher Education
Experience
Pennsylvania College of Technology  July 2012 - Present
Pennsylvania College of Technology  November 2010 - June 2012
Pennsylvania Department of Labor & Industry  August 2009 - October 2010
Ameriprise Financial Services, Inc.   February 2004 - December 2007
Team Pennsylvania Workforce Investment Board   August 2002 - October 2003
Team Pennsylvania Workforce Investment Board   February 1999 - August 2002
York County Economic Development Corp.   April 1993 - February 1999

Skills
Higher Education, Nonprofits, Public Speaking, Editing, PowerPoint, Program Development, Adult Education, Research, Community Outreach, Leadership Development, Grant Writing, Teaching, Microsoft Office, Student Affairs, Student Development, Leadership

Education
Penn State University
Master of Arts (M.A.), Economics with an emphasis on industrial organization

Penn State University
Bachelor of Science (B.S.), Economics

Kenneth F.X. Albers Jr Kenneth F.X. Albers Jr Westwood, New Jersey Details
Kenneth F.X. Albers Jr's Ameriprise Financial Services, Inc. Experience October 1987 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1987 - Present

Education
Pace University   1979 — 1982
Master of Business Administration (MBA), Finance, General

St. Peter's College   1973 — 1977
Bachelor of Science (BS), Accounting

St. Peter's Prep   1969 — 1973
Class of 73, High School

Fred DaSilva Fred DaSilva Bethel, Connecticut Details
Fred DaSilva's Ameriprise Financial Services, Inc. Experience September 1995 - June 2005
Job Controller at The Ropart Group
Industry Financial Services
Experience
The Ropart Group   September 2005 - Present
Ameriprise Financial Services, Inc.   September 1995 - June 2005
Warrantech Corporation  September 1990 - July 1994

Skills
SEC filings, Financial Planning, Financial Analysis, Accounting, Finance

Education
Pace University-Pleasantville/Briarcliff Campus   1979 — 1981
Bachelor of Business Administration (BBA), Accounting

Westchester Community College   1977 — 1979
Associate's degree, Accounting

Peter Sikora Peter Sikora Nyack, New York Details
Peter Sikora's Ameriprise Financial Services, Inc. Experience August 2007 - December 2009
Job Financial Adviosr
Industry Financial Services
Experience
J.P. Morgan Securities LLC   December 2009 - Present
Ameriprise Financial Services, Inc.   August 2007 - December 2009

Education
Pace University - Lubin School of Business   2011 — 2012
Master of Business Administration (MBA), Finance

Pace University - Lubin School of Business   2003 — 2007
Bachelor of Business Administration (BBA), Finance

Aaron Thurston Aaron Thurston Colorado Springs, Colorado Details
Aaron Thurston's Ameriprise Financial Services, Inc. Experience March 2009 - March 2013
Job Executive Recruiter at Peak P3 Human Capital Management
Industry Human Resources
Experience
Peak P3 Human Capital Management   March 2013 - Present
Ameriprise Financial Services, Inc.   March 2009 - March 2013
Morgan Stanley  June 2002 - November 2007

Skills
Recruiting, Financial Services, Asset Allocation, Investments, Retirement Planning, Human Resources

Education
Oklahoma Wesleyan University   1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General

James Fread James Fread United States Details
James Fread's Ameriprise Financial Services, Inc. Experience September 1992 - Present
Job
Industry
Experience
Ameriprise Financial Services, Inc.   September 1992 - Present

Education
Oregon State University   1973 — 1976
Bachelor of Science (BS), Business Administration

Heather Hughey Heather Hughey Issaquah, Washington Details
Heather Hughey's Ameriprise Financial Services, Inc. Experience August 2006 - August 2013
Job Client Service Specialist at Ameriprise Financial
Industry Financial Services
Experience
SanMar  May 2015 - Present
Ameriprise  September 2014 - April 2015
Washington Federal  August 2013 - September 2014
Ameriprise Financial Services, Inc.   August 2006 - August 2013

Skills
Office Management

Education
Olympic College   2004 — 2005

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