Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ameriprise Financial Services, Inc. Employees
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
Ameriprise Financial Services, Inc. June 2003 - Present
Education
Penn State University 1986 — 1990
Bachelor's of Arts, Mass Communication/Media Studies
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
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
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
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
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)
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. 1991 - Present
Education
Oklahoma State University
Bachelor of Science in Business Administration (BSBA), Finance and Economics
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. August 2004 - Present
Education
Old Dominion University
Accounting
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
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
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)
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
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
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
Ameriprise Financial Services, Inc. July 1984 - Present
Education
Oklahoma State University 1978 — 1981
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
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
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
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
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
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)
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
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
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
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
Ameriprise Financial Services, Inc. September 1990 - Present
Ameriprise Financial Services, Inc. September 1990 - Present
Education
Pace University-Pleasantville/Briarcliff Campus
BA, Finance
Ameriprise Financial Services, Inc. January 1998 - Present
United States Air Force September 1992 - September 1996
Education
Pace University
Bachelor of Business Administration, Finance
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.
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. December 2000 - Present
Education
Pacific Lutheran University 1996 — 2000
BA Finance
Lakes High School
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. August 2011 - Present
Education
Pace University - Lubin School of Business 2006 — 2010
BA, Finance & Economics
Ameriprise Financial Services, Inc. July 2000 - Present
Education
Oklahoma State University 1996 — 2000
BS, Agricultural Economics and Accounting
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
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
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
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
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
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.)
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
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 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
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
Ameriprise Financial Services, Inc. 1998 - Present
Education
Oregon State University 1993 — 1998
B.S. in Business Administration, Finance
Silverton Union High School
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
Ameriprise Financial Services, Inc. June 2015 - Present
Education
Pace University 2013 — 2018
BBA/MS, Public Accounting/Financial Management
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. November 1997 - Present
Education
Oregon State University 1992 — 1997
Bachelor of Science (B.S.), Finance
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
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
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
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
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
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
Ameriprise Financial Services, Inc. October 2002 - Present
IBM June 2000 - July 2002
Education
Penn State University 1995 — 2000
Bachelor of Science (B.S.), Physics
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
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
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
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
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
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
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
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
Kades Margolis Corp. November 2007 - Present
Ameriprise Financial Services, Inc. 2005 - 2007
Education
Penn State University 2001 — 2005
Ameriprise Financial Advisors June 1988 - Present
Ameriprise Financial 1988 - Present
Ameriprise Financial Services, Inc. 1988 - 2011
Education
Penn State University
BS, Finance
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
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
Ameriprise Financial Services, Inc. 1994 - Present
Education
Oklahoma State University
Bachelor of Science (B.S.), Business Administration
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. September 1992 - Present
Education
Oregon State University 1973 — 1976
Bachelor of Science (BS), Business Administration
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