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
Ameriprise Financial Services, Inc. July 1998 - Present
Education
Portland State University 1996 — 1998
Masters of Science, Political Science
Willamette University 1993 — 1995
Bachelor of Arts (B.A.), Political Scien
Delta Air Lines May 2015 - Present
Ameriprise Financial Services, Inc. July 2010 - May 2015
Ameriprise Financial Services, Inc. June 2009 - July 2010
Ameriprise Financial July 2006 - June 2009
Xcel Energy May 2002 - June 2006
Qwest Communications April 1996 - February 2002
Skills
Vendor Management, SDLC, Process Improvement, Business Analysis, Program Management, Telecommunications, Enterprise Architecture, IT Strategy, Disaster Recovery, Integration, Data Center, PMP, Outsourcing, Telephony, Security, Active Directory, Requirements Analysis, Strategy, Cross-functional Team..., Leadership, Identity Management, Team Leadership, Networking, Product Management, System Deployment, Project Portfolio...
Education
Purdue University 1993 — 1995
MBA, Business, MIS, Operations
University of Minnesota-Twin Cities 1988 — 1992
Bachelors of Electrical Engineering, Electrical Engineering, Mathematics
Ameriprise Financial Services, Inc. October 2012 - Present
DM Home Improvements January 2008 - October 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Financial Accounting, Financial Modeling, Personal Finance
Education
Portland State University 2012 — 2014
Post Baccalaureate in Accounting
University of Portland 2004 — 2008
Bachelor of Arts (B.A.), Music
Prosperity Planning Inc 2009 - Present
Ameriprise Financial Services, Inc. 2005 - 2009
Skills
Financial Analysis, Investment Management, Retirement Planning, Estate Planning, Tax Planning, College Funding..., Wealth Management, Portfolio Management, Business Planning
Education
Pittsburg State University
Bachelor's degree, Business Administration
Ameriprise Financial Services, Inc. November 1971 - Present
Education
Providence College
Ameriprise Financial Services, Inc. June 1985 - Present
Education
Institute of Business & Finance 2005 — 2009
MSFS, Financial Services
Purdue University 1973 — 1978
BS, General Management
Salsify March 2015 - Present
Yottaa, Inc. May 2013 - January 2015
Constant Contact May 2011 - May 2013
Ameriprise Financial Services, Inc. 2000 - 2007
Skills
Lead Generation, Salesforce.com, Email Marketing, Social Media Marketing, Direct Marketing, Online Advertising, CRM, Direct Sales, Online Marketing, Cold Calling, B2B, Sales Process, Strategic Partnerships, SaaS, SEM
Education
Plymouth State University 1996 — 2000
BS, Marketing
Souhegan High School 1992 — 1996
Ameriprise Financial Services, Inc. 2014 - Present
Skills
Customer Service, Social Media, Event Planning, Financial Analysis, Team Building, Public Speaking, PowerPoint, Leadership, Microsoft Office, Marketing, Strategy, Process Improvement, Sales Management
Education
John Carroll University
Bachelor of Arts (B.A.), Communications
Purdue University
Advertising
Delta Air Lines June 2015 - Present
Onshore Consulting, LLC November 2005 - Present
Progressive Insurance October 2014 - May 2015
Express Scripts February 2013 - October 2014
Best Buy June 2012 - February 2013
Express Scripts March 2011 - June 2012
US Bank November 2009 - March 2011
Best Buy November 2007 - November 2009
Ameriprise Financial Services, Inc. May 2006 - June 2007
Capella Education Company November 2005 - May 2006
Education
Plymouth State University 1989 — 1993
MBA, Master of Business Administration
Plymouth State University 1993 — 1997
MEd, Master of Education
St. Cloud State University 1984 — 1988
BS, Computer Science/BCIS
Ameriprise Financial Services, Inc. October 2013 - Present
Wells Fargo November 2011 - August 2013
Bank of America June 2008 - November 2011
Education
Penn State University
BS, Smeal College of Business
The Hill School
PNC Investments November 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - August 2014
Morgan Stanley Wealth Management October 2002 - June 2013
Merrill Lynch September 1994 - March 2001
Education
Penn State University 1990 — 1994
Bachlor of Science, Marketing
Ameriprise Financial Services, Inc. October 2013 - Present
CoreNet Global March 1996 - Present
Realogy Holdings Corp (NYSE: RLGY) July 2010 - September 2013
CresaPartners, LLC 2008 - 2010
Verum Consulting, LLC 2006 - 2010
United Properties/Northmarq 2006 - 2008
CB Richard Ellis 2001 - 2006
Struxicon 2000 - 2001
Unocal Corporation 1991 - 2000
Skills
Business Development, Marketing, Public Speaking, Corporate Development, Strategy Alignment, Storytelling, Real Estate, Leases, Strategic Planning, Real Estate Transactions, Contract Negotiation, Commercial Real Estate, Negotiation, Asset Management, Brokerage, Budgets, Change Management, Consulting, Corporate Real Estate, Disposition, Due Diligence, Executive Management, Facilities Management, Financial Analysis, Investment Properties, Investments, Leadership, Lease Negotiations, Location Intelligence, Management, Market Analysis, Marketing Strategy, Mergers & Acquisitions, New Business Development, Outsourcing, Portfolio Management, Program Management, Property, Real Estate Economics, Selling, Strategy, Team Leadership, Acquisitions, Valuation, Finance, Process Improvement, Dispositions, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2004
MBA
University of Oklahoma 1984 — 1986
BS
University of Tulsa 1982 — 1984
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney August 2010 - November 2012
Ameriprise Financial Services, Inc. August 2007 - August 2010
Schererville Town Court March 2002 - August 2007
Skills
Investments, Mutual Funds, Series 7, Strategic Financial..., Wealth Management, Strategy, Finance, Financial Analysis, Portfolio Management
Education
Purdue University 2003 — 2007
Bachelor of Science, Finance and Marketing
Ameriprise Financial Services, Inc. November 2005 - Present
Internal Revenue Service January 2005 - April 2005
Education
Plymouth State University 2001 — 2005
Bachelor of Science (BS), Accounting, Economics
Charles Schwab May 2013 - Present
Girard Partners May 2006 - April 2013
Ameriprise Financial Services, Inc. January 2005 - March 2006
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Alternative Investments, Wealth Management, Investment Management, Asset Management, Retirement, Investment Strategies, Retirement Planning
Education
Penn State University 1999 — 2003
BS, Finance
Cargill August 2014 - Present
McGraw Hill Financial February 2014 - August 2014
Wyndham Hotel Group January 2013 - January 2014
Target August 2012 - January 2013
Ameriprise Financial Services, Inc. August 2011 - August 2012
New Alliance Bank January 2009 - July 2011
Xerox October 2008 - December 2009
Skills
Oracle RAC, SQL Tuning, RMAN, SQL, Linux, Oracle Enterprise..., Performance Tuning, Data Guard, Oracle ASM, Solaris, Oracle, Oracle SQL Developer, Unix, Oracle Application..., Oracle HR, Databases, Oracle Performance..., Unix Shell Scripting, Troubleshooting, GoldenGate, Import Export, Toad, Apex, Oracle Grid, DBVisualizer, Quest Spotlight, SQL*Plus, Statspack, Database Administration, Oracle Database..., SDLC, Disaster Recovery, Oracle Database, Exadata
Education
Punjab Technical University 2003 — 2007
Bachelor's of technology
Merrill Lynch September 2013 - Present
UBS May 2013 - September 2013
Merrill Lynch August 2011 - April 2013
JP Morgan Chase November 2010 - August 2011
Ameriprise Financial Services, Inc. January 2010 - December 2010
Ameriprise Financial Services, Inc. April 2007 - December 2009
Aldine ISD August 2005 - April 2007
Tippecanoe County Government June 2002 - January 2004
Skills
Series 7, Microsoft Excel, Customer Service, Sales, Retirement, Finance, Microsoft Word, Investments, Management, Risk Management
Education
Purdue University 1998 — 2002
BA
Ameriprise Financial Services, Inc. June 2011 - Present
Education
University of Massachusetts Dartmouth 1975 — 1979
Bachelor of Science (BS), Textile Sciences and Engineering
Pepperdine University
Ameriprise Financial Services, Inc. March 2006 - Present
Education
Pepperdine University
MBA, Management & Finance
University of San Diego
BBA, Finance & Management
Flourish Wealth Management April 2014 - Present
Accredited Investors Inc. 2001 - April 2014
Family Financial Strategies 1997 - 2000
Ameriprise Financial Services, Inc. 1996 - 1997
KPMG Peat Marwick 1995 - 1996
Deloitte & Touche 1994 - 1995
CCP Financial Planning Services, Inc. 1992 - 1993
Skills
Estate Planning, Wealth Management, Retirement Planning, Wealth, Management, Investment Advisory, Financial Goals, Financial Advisory, Asset Allocation, Financial Services, Finance, Asset Management, Retirement, Strategic Planning, Strategic Financial..., Insurance, CRM, Tax, Financial Planners, Leadership, Investments, Certified Financial..., Investment Management, Portfolio Management
Education
Purdue University 1988 — 1992
BS, Financial Planning and Counseling
PepsiCo - Frito Lay April 2012 - Present
Infosys January 2012 - Present
Ameriprise Financial Services, Inc. February 2011 - January 2012
National Systems Consulting L.P. January 2011 - January 2012
Bank of America February 2007 - August 2010
Tata Consultancy Services August 2005 - August 2010
DBS Bank August 2005 - January 2007
Skills
Informatica, Requirements Analysis, PL/SQL, Unix, DB2, SDLC, ETL, Unix Shell Scripting, SQL, Data Modeling, Oracle, Data Warehousing, Teradata, Ab Initio, SSRS, ThingWorx, Microsoft SQL Server, T-SQL, Business Analysis, Software Project...
Education
Pondicherry University 2001 — 2005
Bachelor of Technology (B.Tech.), Computer Science and Engineering
Ameriprise Financial Services, Inc. 1995 - Present
Education
Purdue University 1990 — 1994
BA, Economics
The London School of Economics and Political Science (LSE) 1993 — 1994
General Course, Economics
UBS July 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - July 2014
Morgan Stanley August 2008 - February 2013
UBS Wealth Management March 2000 - August 2008
Merrill Lynch March 1996 - March 2000
Reynolds Metals Company 1993 - 1996
Calcitek, Inc. 1991 - 1992
Pfizer-Shiley, Inc. 1990 - 1991
US Navy 1985 - 1990
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1994
Master of Business Administration (M.B.A.)
United States Naval Academy 1981 — 1985
Bachelor of Science (B.S.), Applied Science
The Peddie School 1979 — 1981
Kinnelon High School 1977 — 1979
Ameriprise Financial Services, Inc. September 2000 - Present
Ameriprise Financial Services, Inc. May 2002 - April 2003
Education
Penn State University 1995 — 2000
BS, Astronomy & Astrophysics
Penn State University 1995 — 2000
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Shidler College of Business, University of Hawai'i at Mānoa August 2015 - Present
Tableau Software December 2014 - June 2015
Tableau Software August 2013 - December 2014
Pico Computing 2012 - 2013
Unsocial 2011 - 2012
Ameriprise Financial Services, Inc. 2010 - 2010
Theta Delta Chi 2009 - 2010
Nagamine Okawa Engineers, Inc. 2004 - 2006
Skills
Sales, Tableau, Social Media Marketing, Product Marketing, Business Development, Marketing Communications, Direct Sales, Project Management, Advertising, Web Design, User Interface Design, Sales Management, User Experience Design, Market Analysis, Mobile Design, FPGA
Education
University of Washington 2007 — 2011
BA, Economics
Punahou School
Huron Consulting Group May 2014 - Present
Grant Thornton LLP September 2013 - April 2014
MarketSphere Consulting April 2013 - August 2013
Ameriprise Financial Services, Inc. May 2012 - July 2012
FORUM Credit Union May 2011 - July 2012
Golfsmith International May 2010 - December 2010
Finish Line March 2008 - April 2008
Off the Wall Sports November 2005 - December 2007
Skills
Customer Service, Sales, Microsoft Excel, Finance, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Analysis, Marketing, Leadership, Accounting, Team Leadership, Time Management, Social Media, Process Improvement
Education
Purdue University 2008 — 2012
Bachelor of Science (BS), Financial Planning and Counseling
Carmel High School 2004 — 2008
Infosys June 2010 - Present
Ameriprise Financial Services, Inc. 2010 - 2013
Standard Chartered Bank 2006 - 2008
Skills
Software Project..., Requirements Analysis, SDLC, Global Delivery, Requirements Gathering, Solution Architecture, Business Analysis, Agile Methodologies, IT Strategy, Agile Project Management, Project Delivery, SOA, Java Application..., Oracle, Microsoft SQL Server, Unix Operating Systems, Resource Management
Education
PSG College of Technology 1999 — 2003
Bachelor of Engineering (BEng), Automotive Engineering Technology/Technician
Commerce Bank January 2007 - Present
Ameriprise Financial Services, Inc. June 2006 - January 2007
Skills
Commercial Lending, Loans, Credit Analysis, Commercial Banking, Small Business Lending, Credit, Consumer Lending, Loan Origination, SBA, Lines Of Credit, Commercial Mortgages, Credit Risk
Education
Pittsburg State University 2002 — 2006
Bachelor of Business Administration (BBA), Business Finance
Girard High School 1998 — 2002
High School
Ameriprise Financial Services, Inc. July 2014 - Present
Sterne Agee December 2006 - June 2014
Citigroup Global Markets, Inc. March 1997 - December 2006
Dean Witter Reynolds January 1987 - March 1997
Victor Technologies June 1983 - December 1986
Occidental Petroleum April 1975 - May 1983
Education
Pepperdine University
M.B.A., Business
University of California, Davis
Bachelor of Arts, Economics and Psychology
McInnes Wealth Management August 2012 - Present
Ameriprise Financial Services, Inc. May 2004 - August 2012
Skills
Retirement Planning, Saving for Education, Series 7, Wealth Management, Employee Stock Options, Retirement, Estate Planning, Asset Allocation, Series 66, Life & Health Insurance..., Retirement Plan..., Financial Advisory, Investment Advisory, Retirement Plan..., Financial Planners, Securities, Personal Financial...
Education
Pittsburg State University 2000 — 2004
Bachelor of Business Administration (BBA), Economics and Finance
Paola
Equity Management Inc. May 2010 - Present
Ameriprise Financial Services, Inc. 2009 - 2010
New England Financial 2008 - 2009
Skills
New Business Development, Licensing, License Acquisition, Strategic Partnerships, Intellectual Property, Start-ups, Sales, Contract Negotiation, Strategic Planning, Trade Secrets, Competitive Analysis, Financial Analysis, B2B, Account Management, Brand Management, Marketing Strategy
Education
Point Loma Nazarene University 2008 — 2010
Bachelor of Arts (B.A.), Finance, General, Magna Cum Laude
Ipsos Innoquest Vantis January 2014 - Present
ViaSat April 2013 - September 2013
Balance ProTech June 2012 - July 2012
Ameriprise Financial Services, Inc. February 2012 - July 2012
Starbucks November 2010 - February 2012
Asiel Design April 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Spanish, Facebook, Microsoft Word, Social Media, Public Speaking, Teamwork, Sales, Customer Service, Marketing, Leadership, Entrepreneurship, Team Building, Time Management, Customer Satisfaction, CRM, Marketing Strategy, Research, Start-ups, Management, Social Networking, Market Research, Event Planning
Education
Point Loma Nazarene University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship
West Valley College 2009 — 2011
Associate of Arts (A.A.)
Ameriprise Financial Services, Inc. May 2011 - September 2015
Northwestern Mutual May 2010 - August 2010
Education
Purdue University 2006 — 2010
Bachelor’s Degree, Finance & Marketing
Palantir Technologies May 2012 - Present
EDMC July 2009 - June 2012
Peace Corps 2008 - 2009
Ameriprise Financial Services, Inc. March 2007 - January 2008
Skills
Event Planning, Nonprofits, Higher Education, Student Affairs, Microsoft Office, Teaching, Project Management, Public Speaking, International..., Fundraising, Community Outreach, French, Travel, Travel Planning, Concur, Customer Service
Education
Purdue University 2002 — 2006
Bachelor of Science, Financial Counseling & Planning
Ameriprise Financial Services, Inc. January 2009 - Present
UBS Financial Services Inc 2004 - 2009
Education
Purdue University - Krannert School of Management
BS, Business Economics, minor in Computer Science
University of Wisconsin-Madison
MBA, Accounting
Smith, Sawyer & Smith, Inc. June 2014 - Present
Smith, Sawyer & Smith, Inc. January 2013 - June 2014
Smith, Sawyer & Smith, Inc. June 2012 - January 2013
Ameriprise Financial Services, Inc. November 2010 - June 2012
Ameriprise Financial Services, Inc. June 2007 - November 2010
Saint Joseph Regional Medical Center 2006 - 2010
Skills
Client Service, Scheduling, Data Processing, Financial Planning, Microsoft Office, Data Entry, Administrative Support, Microsoft Excel, Strategic Financial..., Administrative..., Insurance, Financial Analysis, Account Management, Client Services, Customer Service, Sales, Strategy
Education
Purdue University 2005 — 2009
Bachelor of Science, Financial Counseling & Planning
Triton High School
Triton High School
PNC Bank March 2013 - Present
Ameriprise Financial Services, Inc. February 2011 - December 2012
Gordon Consulting Services, LLC January 2002 - March 2011
ReServe Inc. 2008 - 2010
New York City Department of Health and Mental Hygiene 2008 - 2010
Jonathan Wood & Associates 2008 - 2009
Parexel International 2004 - 2007
Healthways Communications 2002 - 2003
RxCentric 2002 - 2003
Rogers Medical Intelligence Solutions 2002 - 2003
Education
University of Southern California - Marshall School of Business 1967 — 1971
MBA, Finance/Marketing (with honors)
Penn State University 1963 — 1967
BA, Industrial Relations
Liberty Central High School 1959 — 1963
Academic studies
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial June 2010 - Present
Ameriprise Financial December 2008 - June 2010
Ameriprise Financial October 2006 - December 2008
Ameriprise Financial Advisors January 2000 - October 2006
Education
Portland State University 1992 — 1997
BA, History
First Financial Bank May 2013 - Present
Ameriprise Financial Services, Inc. 2006 - 2006
Skills
New Account Acquisition, Building Relationships, Relationship Management, Client Relations Skills, Business Networking, New Client Prospecting, Client Service Oriented, Social Networking, Social Media, Volunteering, Cold Calling, Solution Selling, Sales, Social Media Marketing, Marketing, Partnership-building, Networking, Leadership
Education
Purdue University 2006 — 2010
Bachelor of Science (BS), Advertising
Infosys Front end engineer, Lead DeveloperNorthwestern MutualMay 2013 - Present
Ameriprise Financial Services, Inc. October 2010 - Present
Skills
Mainframe, COBOL, JCL, CICS, DB2, Java, JavaScript, Java Enterprise Edition, JSP, jQuery, Web Services, HTML, JMS, AJAX, XML, JSON, Informatica, Shell Scripting, VBScript, SharePoint, C#, Agile Methodologies, IIS, ASP, Web Development, CSS
Education
Pondicherry University 2002 — 2006
Bachelor of Technology (B.Tech.), Computer Science, A
McGervey Capital March 2013 - Present
McGervey Wealth Management December 2003 - Present
Ameriprise Financial Services, Inc. September 2001 - December 2003
Education
Purdue University
Master of Science
Purdue University
Bachelor of Science
Ameriprise Financial Services, Inc. June 2011 - Present
Witt Financial December 2010 - June 2011
LPL Financial December 2010 - June 2011
Smith Barney ~Peninsula Group April 2007 - January 2010
UBS Financial Services March 2006 - April 2007
Janney Montgomery Scott August 2005 - March 2006
Morgan Stanley Dean Witter March 2003 - June 2005
Morgan Stanley Dean Witter June 1999 - March 2003
Skills
Series 7
Education
Canyon Del Oro High School
Pima Community College
Business Finance
University of Arizona
Business Finance
Ameriprise Financial Services, Inc. January 2012 - Present
Edward Jones September 2007 - August 2011
John Laing Homes April 2001 - January 2007
Skills
Investments, Financial Planning, Financial Reporting, Customer Service, Reconciliation, Portfolio Management, Annuities, Long Term Care, Retirement Planning, Retirement Income..., Accounting, Tax Preparation, Budgeting, Problem Solving, Decision Making, Attention To Detail, FINRA, Series 7, Series 66, Insurance
Education
Regis University 2012 — 2015
Master of Business Administration (MBA), Finance
Regis University 2000 — 2002
Bachelor of Science (BS), Finance
Pikes Peak Community College 1998 — 2001
Associate of Science (AS), Accounting
Ameriprise Financial Services, Inc. August 1999 - Present
Education
Purdue University 1995 — 1999
Bachelor of Science
Medtronic September 2015 - Present
Target February 2012 - September 2015
Ameriprise Financial Services, Inc. April 2011 - July 2012
Target February 2012 - February 2012
IBM 2004 - 2005
Norstan Telecom 2001 - 2004
Cyclades Brazil 1997 - 2000
Skills
Business Analysis, Vendor Management, Leadership, Customer Service, Change Management, Cross-functional Team..., Management, Process Improvement, Program Management, Project Planning, SDLC, SharePoint, Project Management, Team Leadership, Training, Visio
Education
Pontifícia Universidade Católica de São Paulo 1992 — 1996
Computer Science
Vanguard May 2015 - August 2015
John E McGovern & Associates January 2015 - May 2015
Ameriprise Financial Services, Inc. September 2014 - December 2014
Germantown Cricket Club May 2014 - August 2014
Verizon June 2014 - July 2014
Chestnut Hill Cheese Shop December 2012 - January 2014
Philadelphia Cricket Club May 2013 - August 2013
Plymouth Rock Search & Abstract September 2011 - August 2012
Huntingdon Valley Country Club June 2010 - August 2012
Skills
Teamwork, Time Management, Microsoft Excel, Fundraising, Eagerness to Learn, PowerPoint, Financial Analysis, Microsoft Word, Sports Management, Asking Questions, Policy, Budgets, Photoshop, Customer Service, Microsoft Office, Management, Social Media, Public Speaking, Finance
Education
Philadelphia University 2012 — 2016
Finance and Accounting, 3.7
Appirio December 2013 - Present
Astadia September 2011 - December 2013
BearingPoint November 2008 - May 2009
BearingPoint July 2001 - October 2008
KPMG Consulting April 1995 - June 2001
Ameriprise Financial Services, Inc. November 1998 - November 1999
KPMG Peat Marwick September 1990 - March 1995
Skills
Business Process..., CRM, Management Consulting, Business Intelligence, Business Process, ERP, Business Analysis, SaaS, Oracle E-Business Suite, Enterprise Software, Business Transformation, Professional Services, Cloud Computing, Consulting, IT Strategy, Management
Education
Penn State University 1986 — 1990
B.S., Accounting
HarbourVest Partners July 2014 - Present
RequestNow, Inc. February 2013 - Present
Reputation Squad May 2012 - July 2012
Ameriprise Financial Services, Inc. July 2011 - August 2011
Punahou School June 2009 - July 2009
Punahou School June 2008 - July 2008
Skills
PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, OS X, WordPress, Excel, Google Analytics, Microsoft Office, Access, Facebook, Social Media Marketing, Windows, Mac OS, Word, Argus Modeling, French, Teamwork, Team Leadership, Market Research, Competitive Analysis, SEO, DCF Valuation, Direct Sales, Viral Marketing, Time Management
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science (BS), Business Administration
Punahou School 2004 — 2010
Graduation with Honors
BrightStar Care September 2015 - Present
UHS April 2013 - May 2015
UHS February 2012 - June 2013
University of Maryland School of Medicine August 2010 - June 2011
Ameriprise Financial Services, Inc. January 2007 - May 2008
Skills
Cognitive Therapy, Existential Therapy, Marketing, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Management, Insurance, Corporate Communications, Community Outreach, Social Services, Leadership, Program Development, Healthcare, Therapists, Case Management, Mental Health, Treatment, Group Therapy, Family Therapy
Education
University of Baltimore 2009 — 2011
Master of Science (MS), Counseling Psychology, 3.7
Penn State University 2003 — 2006
Bachelor of Science (BS), Psychology
Unilever Food Solutions March 2015 - Present
Unilever June 2014 - March 2015
The Sports Quotient June 2013 - October 2014
Siegel+Gale June 2013 - August 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Dylan's Candy Bar June 2011 - August 2011
Skills
Social Media, Marketing Strategy, Strategic Brand..., Digital Photography, Brand Development, Copywriting, Creative Writing, Leadership, Google Analytics, Competitive Analysis, E-commerce, Marketing, Entrepreneurship, Management, Market Research, Facebook, Social Media Marketing, Strategic Planning, Analysis, Spanish, Social Networking, Advertising, Research, Public Relations, Marketing Communications, Event Planning, Marketing Research, Integrated Marketing, Blogging, Digital Marketing, Press Releases, Event Management, Email Marketing, Brand Management, Online Advertising, Digital Strategy
Education
Penn State University 2010 — 2014
Bachelor's Degree, Marketing
Universidad de Sevilla 2013 — 2013
Pascack Valley High School 2006 — 2010
High School
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2012
Bank of America 2009 - 2011
Ameriprise Financial Services, Inc. 2007 - 2008
Principal Financial Group 2005 - 2007
Deluxe Corporation 2005 - 2005
Tata Consultancy Services 2002 - 2004
Skills
Mainframe, Requirements Analysis, SDLC, Software Project..., Business Analysis, Oracle, Global Delivery, Software Development, Project Management, Quality Center, Test Management, Test Planning, Risk Management, Data Analysis, QTP, Informatica, Performance Testing, Teradata
Education
Pondicherry University 1999 — 2002
Bachelor of Technology (BTech), Computer Engineering
Ameriprise Financial Services, Inc. February 1991 - Present
US Air Force October 1965 - October 1990
Education
Pepperdine University 1976 — 1977
Master's degree, Personnel and Industrial Relations
Triad Advisors August 2012 - November 2013
Thrivent Financial for Lutherans June 2009 - June 2012
Invest Financial January 2008 - February 2009
Ameriprise Financial Services, Inc. July 2002 - January 2008
Ambrosia Banquet & Catering, Inc. April 2000 - November 2001
Sharpe Enterprises, Inc. January 1994 - February 1998
IBM May 1992 - July 1994
Howmet Corporation October 1984 - April 1991
Skills
Project Management, Public Relations, Event/Conference..., Administrative..., Business Development, Financial Services
Education
Purdue University North Central
Associate's Degree
Vista Consulting Group February 2014 - Present
Stevens Foster Financial Advisors July 2011 - January 2014
Ameriprise Financial Services, Inc. February 2011 - July 2011
Ameriprise Financial 2007 - February 2011
Ameriprise Financial Advisors 2006 - 2007
Ameriprise Financial 2005 - 2006
Ameriprise Financial 2002 - 2005
Ameriprise Financial 2001 - 2002
American Express Financial Advisors 1998 - 2001
Ameriprise Financial 1994 - 1998
Skills
Business Process, Strategic Planning, Program Management, Program Implementation, Operational Risk..., Analysis, Business Analysis, Change Management, Business Strategy, Management, Recruiting, Sales Operations, Project Planning, Talent Management, Leadership, Business Development, Training, Consulting, Vendor Management, IT Strategy, Process Improvement, PMO
Education
Princeton University 1990 — 1992
M.A.
Wellesley College 1986 — 1990
BA
Ameriprise Financial Services, Inc. April 2004 - Present
E. S. Marks & Company January 1997 - March 2004
Education
Towson University 1990 — 1993
MA, Mass Communication
Providence College 1960 — 1965
BA, Economics
Ameriprise Financial Services, Inc. January 2008 - Present
Education
Purdue University 2000 — 2004
Bachelor of Science, Management
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial December 2008 - January 2012
HR Block Financial Advisors March 2003 - January 2012
American Express Financial Advisors January 2002 - March 2003
American Express Financial Advisors 2001 - January 2002
DTC, Inc. 1994 - 2000
Olde Stockbrokers 1992 - 1994
Hibbard Brown 1991 - 1992
Education
Purdue University 1987 — 1991
BS
Lincoln HS Sioux Falls, SD
1st Source Bank June 2014 - Present
Edward Jones May 2012 - August 2013
Ameriprise Financial Services, Inc. June 2011 - August 2011
Skills
Time Management, Organization, Appointment Scheduling, Microsoft Office, Cpr Certified, Finance, Entrepreneurship, Cold Calling, Mail Sorting, Stock Trading, OLS
Education
Purdue University 2010 — 2014
Ameriprise Financial Services, Inc. January 2007 - Present
Christiansburg High School January 2014 - Present
Pfizer February 1998 - January 2009
USMC June 1989 - June 2001
Education
Penn State University 1985 — 1989
BS, Engineering
Ameriprise Financial Services, Inc. October 2004 - Present
Education
Plymouth State University 1998 — 2002
Bachelor's Degree, Industrial and Organizational Psychology
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - July 2014
Summit Journey Coaching April 2013 - May 2013
Bradford Real Estate Services Corp. September 2011 - February 2013
Bradford Real Estate Services Corp. March 2008 - August 2011
Protiviti July 2007 - February 2008
Northwestern Mutual May 2006 - December 2006
Education
UCLA 2012 — 2015
Certificate in Personal Financial Planning (PFP)
Purdue University 2003 — 2007
B.S. Management, Finance
Cathedral High School 1999 — 2003
Broker-Dealer June 2015 - Present
Pinnacle Capital Mortgage Corp March 2015 - May 2015
Ameriprise Financial Services, Inc. July 2012 - October 2014
AVID/Enlace, Santa Fe Community College September 2008 - May 2010
Jimmy John's August 2006 - April 2008
Skills
Finance, Investments, Economics, Strategic Financial..., Financial Analysis, Mutual Funds, Financial Modeling, Series 7, Portfolio Management, Microsoft Excel, Data Analysis, Retirement, Python, JavaScript, HTML5, CSS
Education
St. John's College (NM) 2008 — 2009
Master of Arts, Eastern Classics
Purdue University 2003 — 2008
Bachelor of Science, Economics
Ameriprise Financial Services, Inc. April 1993 - Present
Education
University of New Haven 1990 — 1991
MBA, Business
Post University 1976 — 1980
BS, Accounting
Ameriprise Financial Services, Inc. September 1995 - Present
Education
Penn State University 1991 — 1995
East Brunswick High School 1988 — 1991
Ameriprise Financial Services, Inc. February 2009 - Present
Stavis Margolis Advisory Services March 2007 - December 2008
FCA Corp March 2004 - March 2007
Sussex Financial Group, Inc. May 1999 - December 2003
Tetra Tech / Whalen June 1995 - June 1997
United Methodist Publishing House October 1981 - December 1994
Education
Rice University 2003 — 2004
Certificate of Completion, CERTIFIED FINANCIAL PLANNER™
Purdue University 1977 — 1981
B.S., Computer Science
Ameriprise Financial Services, Inc. - Barrie and Associates February 2015 - Present
Ameriprise Financial Services, Inc. September 2011 - February 2015
Charles Schwab & Co., Inc July 2008 - November 2010
Ameriprise September 2004 - July 2008
INVISTA July 2003 - July 2004
E.I. du Pont de Nemours and Company January 1975 - April 2004
Education
Purdue University 1970 — 1974
BS, Industrial Engineering
West Lafayette High School 1966 — 1970
High School Diploma, College Prep
IML North America June 2015 - Present
Breakthrough Property Services January 2015 - Present
Advanced Kiosks May 2013 - June 2015
U.S. Coast Guard June 2008 - July 2014
Ameriprise Financial Services, Inc. July 2011 - March 2013
Preston Marketing Concepts November 2009 - March 2013
Curt's Caterers June 2009 - February 2013
Lakes Region Chamber of Commerce February 2011 - May 2011
Corner House Inn September 2005 - September 2007
Skills
Marketing Communications, Event Planning, Advertising, Email Marketing, Press Releases, Social Media, Management, Social Networking, Sales, Facebook, Public Speaking, Social Media Marketing, Public Relations, Customer Service, Microsoft Word, Teamwork, Salesforce.com, Act-On Email Automation, Microsoft Office, Fine Art, Promotions, Outlook, Google+, Adroll, Weebly, Marketing, Microsoft Excel
Education
Plymouth State University 2007 — 2011
Communications Bachelor Degree, Fine Art Minor
Defense Information School 2010 — 2010
Public Affairs
Moultonborough Academy
Ameriprise Financial Services, Inc. July 2015 - Present
Audi Wilsonville June 2012 - July 2015
MINI of Portland February 2012 - June 2012
Fry's Electronics September 2010 - July 2011
Skills
Merchandising, Customer Service, Photoshop, Word, Microsoft Office, Illustrator, Retail, Photography, Adobe Creative Suite, Dreamweaver, Facebook, Camera, HTML, Blogging, Audio, Mac, Social Media, Social Networking, Digital Cameras, Windows 7, Windows XP Professional, Linux, Mac OS X, Video Editing, Videography, OS X, Hardware Installation, Microsoft Word, Computer Maintenance, Computer Repair, Sound, Windows XP, Teamwork, Time Management, Marketing
Education
Portland Community College 2011 — 2015
Wilsonville High School
Ameriprise Financial Services, Inc. August 2015 - Present
Farmers Insurance July 2010 - August 2012
Calvary Church of Pacific Palisades August 2007 - April 2010
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Asset Allocation, Retirement, Series 63, Investment Advisory, Equities, Series 66, Financial Analysis, Finance, Insurance, Uniform Combined State..., Financial Planning
Education
Pepperdine University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services, Inc. May 2014 - Present
Canal Insurance Company January 2011 - April 2014
Nationwide Insurance August 2006 - December 2010
Assurant Specialty Property September 2004 - July 2006
Education
University of South Carolina - The Moore School of Business 2009 — 2012
Master of Business Administration (MBA), International Business, Management, Marketing, and Related Support Services
University of South Carolina-Columbia 2001 — 2004
Bachelor of Arts, Advertising and Public Relations
Presbyterian College 2000 — 2001
Freshman Year, Liberal Arts
Ameriprise Financial Services, Inc. October 2009 - Present
Together of NH July 2000 - July 2009
Education
Plymouth State University
Bachelor of Science (BS), Business Administration and Management, General
manchester memorial high school
Ameriprise Financial Services, Inc. January 2013 - Present
Camp Creek Parkway Association April 2013 - June 2013
First American Financial Corporation July 2012 - January 2013
Hennessy & Roach September 2009 - September 2010
First American Title Insurance Company June 2004 - August 2006
Hitchcock Design Group December 2005 - March 2006
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Urban Planning, Real Estate, Policy Analysis, Sustainability, Project Management, GIS, Project Planning, Urban Design, Policy, Adobe Creative Suite, Public Speaking, New Urbanism, Real Estate Development, SketchUp, Urban
Education
Queens University of Belfast 2010 — 2011
Masters of Science, Urban & Rural Design
University of Illinois at Chicago 2006 — 2010
Bachelors of Arts, Urban Studies & Public Affairs
Politecnico di Milano 2009 — 2009
City/Urban, Community and Regional Planning
University of the West of England 2008 — 2008
City/Urban, Community and Regional Planning
Aspen Square Management March 2015 - Present
Aspen Square Management August 2014 - March 2015
Aspen Square Management September 2013 - July 2014
Ameriprise Financial Services, Inc. May 2013 - July 2013
Fifth Third Bank September 2009 - May 2011
Great Lakes Catering June 2009 - September 2009
Red Lobster August 2004 - June 2009
Coach June 2007 - August 2008
Skills
Customer Satisfaction, Time Management, Management, Retail Banking, Customer Service, Customer Engagement, Microsoft Excel, Microsoft Word, Direct Sales, Sales, Banking, Sales Management, Restaurants, Financial Services, Client Confidentiality, Confidential Documents, Apartments, Property Management, OneSite, Social Media Marketing, Marketing Strategy, Online Marketing, Microsoft Office, Leadership, Marketing, Social Media, Real Estate, Budgets, Advertising, Training, Rentals, PowerPoint, Account Management, Social Networking, Leases, Team Leadership, Strategic Planning
Education
Purdue University-North Central Campus 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Valparaiso University 2006 — 2008
Financial Guidance Group, Inc. June 2015 - Present
Christians Against Poverty NZ June 2014 - March 2015
Union Bank May 2012 - March 2014
OneAmerica Financial Partners Inc. 2010 - May 2012
Ameriprise Financial Services, Inc. 2006 - 2010
Skills
Investments, Networking, Personal Financial..., Mutual Funds, Wealth Management, Strategic Financial..., Financial Advisory, Retirement Planning, Insurance, Series 7, Investment Advisory, Portfolio Management, Investment Strategies, Retirement, Fixed Annuities, Finance, Risk Management, Financial Services, Estate Planning, Securities, Asset Allocation, Asset Management, Financial Planning
Education
Point Loma Nazarene University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Institute of Economics and Political Studies 2005 — 2005
Cambridge, UK, Economics
Ameriprise Financial Services, Inc. September 2003 - March 2015
Skills
Retirement Planning, Estate Planning, Investments, Long-term Care, Tax, Wealth Management, Retirement, Series 63, Strategic Financial..., Series 7, Mutual Funds, Fixed Annuities, Insurance, Litigation, Portfolio Management, Risk Management, Wealth, Asset Management, Financial Planning
Education
Pepperdine University 1999 — 2001
BA, Finance and Marketing
First Midwest Bank June 2010 - Present
Ameriprise Financial Services, Inc. May 2008 - August 2008
Skills
Banking, Customer Service, Credit, Microsoft Excel, Retail Banking, Microsoft Office, Financial Analysis, Credit Analysis, Microsoft Word, PowerPoint, Outlook, Cash Management, Data Entry, Finance, Analysis
Education
Purdue University - Krannert School of Management 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Ameriprise Financial Services, Inc. March 2014 - Present
myCIO Wealth Partners October 2013 - January 2014
Janney Montgomery Scott LLC April 2011 - September 2013
Morgan Stanley March 2010 - March 2011
Northeast US Motor Sports, Inc. October 2004 - March 2010
Voya Financial May 2009 - November 2009
Merrill Lynch October 2008 - May 2009
LiveHelpNow October 2005 - October 2008
Education
The American College 2011 — 2012
CFP Board-Registered Education Program
Penn State University 2004 — 2009
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. May 2000 - Present
Education
The American College 2015 — 2015
RICP®, Financial Planning
The American College 2008 — 2010
MSFS
Certified Financial Planner-Board of Standards, Inc. 2002 — 2003
CFP®, Financial Planning
The American College 2001 — 2003
ChFC®, Financial Planning
Point Loma Nazarene University 1996 — 2000
Bachelor of Arts, Business Administration, Concentration in Finance
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. March 2009 - April 2013
Ameriprise Financial March 2002 - March 2009
Ameriprise Financial March 2000 - March 2002
Ameriprise Financial October 1998 - March 2000
Skills
401k, Asset Allocation, Change Management, Leadership Development, Asset Management, Coaching, Customer Service, Employee Benefits, Estate Planning, FINRA, Finance, Financial Services, Insurance, Investment Advisory, Investment Strategies, Investments, Leadership, Management, Marketing, Marketing Strategy, Mutual Funds, Portfolio Management, Recruiting, Retirement, Retirement Planning, Sales Management, Securities, Series 63, Series 65, Series 7, Strategic Financial..., Strategy, Training, Wealth, Wealth Management, Uniform Combined State...
Education
Plymouth State University 1994 — 1998
Business Administration, Human Resources
Pinkerton Academy 1990 — 1994
Ameriprise Financial Services, Inc. June 2013 - Present
Morgan Stanley Smith Barney June 2009 - July 2013
Smith Barney November 2005 - June 2009
Morgan Stanley June 1996 - November 2005
Education
Providence College 1992 — 1996
Bachelor of Science, Finance
McKinney Capital Management March 2006 - Present
TD Ameritrade 2004 - 2006
Morgan Stanley 2002 - 2004
Ameriprise Financial Services, Inc. 2000 - 2002
Skills
Retirement Planning, Retirement, Series 7, Series 66, CFS, Financial Advisory, Strategic Financial..., Finance, Investments, Wealth Management..., 401k, Investment Advisory, FINRA, Asset Management, Asset Allocation, Securities, Retirement Plan..., Portfolio Management, Employee Benefits, IRAs, Investment Strategies, Wealth Management, ETFs, Mutual Funds, Separately Managed..., Asset Managment
Education
Prairie View A&M University 1991 — 1995
B.S., Biology
Good Life Financial Group, LLC March 2012 - Present
Ameriprise Financial Services, Inc. October 2005 - March 2012
Skills
Retirement Planning, Retirement Plan..., 401k, Investment Advisory, Estate Planning, Strategic Financial..., Asset Allocation, Investments, Wealth Management, Saving for Education, Protection, Employee Stock Options, Protection..., Investment Strategies, Wealth Accumulation, Financial Planning, Series 7
Education
Penn State University 2000 — 2005
Bachelor of Science, Finance and International Business
Schuylkill Valley High School 1996 — 2000
Stay at home mom January 2015 - Present
Colorado Springs Utilities January 2014 - December 2014
Wild Blue Animal Rescue and Sanctuary April 2013 - January 2014
Brunswick Zone XL July 2012 - August 2012
Colorado Springs Utilities April 2012 - May 2012
Colorado Springs Utilities March 2011 - November 2011
Honeywell Aerospace May 2010 - May 2011
Ameriprise Financial Services, Inc. February 2010 - May 2010
Pikes Peak Community College January 2009 - December 2009
Skills
Data Analysis, Earned Value Management, Time Management, Organization, Leadership, Microsoft Office, Innovation, Creativity, Contract Management, Animals, Making A Difference, Plannning, Microsoft Excel, Financial Analysis, Teamwork, Finance, Networking, Event Planning, Government
Education
University of Colorado at Colorado Springs 2010 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.70 GPA
Pikes Peak Community College 2006 — 2009
Associate's degree, Business Administration and Management, General, 3.94 GPA
SpineZone May 2013 - Present
Sport and Spine Rehab January 2011 - May 2011
Point Loma High School September 2010 - December 2010
Ameriprise Financial Services, Inc. August 2007 - February 2008
Skills
Customer Service, PowerPoint, Sports, Cpr Certified, Microsoft Word, Fitness, Time Management, Microsoft Office, Microsoft Excel, Social Media, Public Speaking, Medical Billing, Referrals, Strength Training, Rehabilitation, Adult CPR, First Aid, Stretching, Administrative Work, Client Relations Skills
Education
Point Loma Nazarene University 2010 — 2013
Bachelor's degree, Kinesiology - Exercise Science
California State University Monterey Bay 2008 — 2009
BA, Kinesiology
RBC Wealth Management October 2014 - Present
RBC Wealth Management October 2012 - September 2014
RBC Wealth Management October 2006 - September 2012
Ameriprise Financial Services, Inc. June 2006 - October 2006
Education
Purdue University 2002 — 2006
Business Management, Minor in Finance
Boeing October 2014 - Present
Windermere Real Estate September 2013 - October 2014
Ameriprise Financial Services, Inc. September 2012 - August 2013
Ameriprise Financial Services, Inc. January 2012 - August 2012
WNBA Seattle Storm June 2011 - September 2011
Organic To Go May 2008 - August 2008
Skills
Marketing, Teamwork, Team Building, Data Entry, Time Management, Social Networking, Data Analysis, Market Research, Team Leadership, Event Management
Education
Portland State University 2008 — 2012
Bachelor of Applied Science (BASc), Business Administration and Management, General
Ameriprise Financial 2009 - Present
Ameriprise Financial Services, Inc. 2009 - Present
UBS Financial Services 2004 - 2009
Skills
Retirement Planning..., Retirement Income..., Small Business, Investment Management, Family Finances, Tax & Estate Planning..., Women's Financial..., Wealth Preservation...
Education
Purdue University
Bachelor of Science (BS), Business Economics, Computer Science
University of Wisconsin-Madison
Master of Business Administration (MBA), Accounting
Ameriprise Financial Services, Inc. March 2008 - Present
Education
Penn State University 2005 — 2009
Bachelors, Business-Financial Services
Ameriprise Financial Services, Inc. August 2015 - Present
The Abbate Practice LLC March 2015 - August 2015
Volvo Penta through Randstad October 2013 - March 2015
Volvo Penta through Randstad March 2013 - October 2013
HRACRE (Hampton Roads Association for Commercial Real Estate) June 2009 - December 2011
American Reprographics Corporation March 2007 - January 2009
Dominion Printers, Inc. March 2001 - March 2007
Skills
Newsletters, Advertising, Social Media, Customer Service, Leadership, Microsoft Office, Public Relations, Graphics, Brochures, Adobe Acrobat, PowerPoint, Microsoft Word, Data Entry, Editing, Administrative..., Time Management, Outlook, InDesign, Photoshop, Image Editing, Office Equipment, Public Speaking
Education
Pratt Institute 1982 — 1984
Associate's degree, Graphic Design
Virginia Beach Vocational-Technical Center 1980 — 1982
Certificate of Completion, Commercial and Advertising Art
Princess Anne High School 1979 — 1982
High School Diploma, General Studies
OppInc 2012 — 2013
http://www.opp-inc.org
Bank On Virginia Beach 2013 — 2014
http://bankonvb.blogspot.com/, Financial Education, Pass
AT&T January 2015 - Present
AT&T December 2013 - Present
AT&T November 2011 - December 2013
AT&T July 2011 - November 2011
Providence College September 2007 - May 2011
Citizens Financial Group September 2010 - December 2010
GTECH June 2010 - August 2010
Ameriprise Financial Services, Inc. June 2010 - August 2010
Skills
Social Media, Sales, Microsoft Office, Microsoft Excel, Account Management, Leadership, B2B, Management, Time Management, Social Media Marketing, Marketing, Social Networking, Team Leadership
Education
Providence College 2007 — 2011
Aerojet Rocketdyne May 2015 - Present
Purdue University January 2015 - May 2015
Purdue University August 2014 - May 2015
Purdue University August 2014 - May 2015
Purdue University May 2014 - August 2014
Columbus Zoo and Aquarium May 2012 - August 2013
Columbus Idea Foundry May 2012 - August 2012
Ameriprise Financial Services, Inc. May 2011 - August 2011
Skills
Matlab, Catia, C Programming, Rocket Design, Microsoft Office, Engineering, Time Management, C
Education
Purdue University 2015 — 2017
Master of Science (M.S.), Aeronautical and Astronautical Engineering
Purdue University 2011 — 2015
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
The Makarczyk Group August 2012 - Present
Huntsville Executive Search January 2012 - August 2012
AJ Consultants October 2010 - January 2012
Ameriprise Financial Services, Inc. February 2008 - October 2010
Navstar, Inc. May 2007 - February 2008
Ameriprise Financial Services, Inc. August 2002 - March 2004
Skills
Banking, Business Development, Executive Search, Finance, Sales, Management, Executive Management, Talent Acquisition, Interviews, Negotiation, Relationship Management, Full-life Cycle..., Financial Services, Networking, Staffing Services, Leadership, Small Business Lending, Sales Management, Marketing
Education
Penn State University
BS, Marketing/Management
Greater Nanticoke Area H.S.
Diploma, Academic
Mizuho Bank October 2014 - Present
JPMorgan Chase September 2013 - December 2013
Solve Advisors May 2013 - September 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Bagelry May 2008 - August 2011
Rockville Links Club 2005 - 2009
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Financial Analysis, Social Media, Microsoft Word, Finance, Access, Financial Modeling, Research, Accounting
Education
Providence College 2010 — 2014
Bachelor of Science (BS), Finance/Economics
Chaminade High School 2005 — 2009
Academic High School Diploma
CFA Institute
Passed Level 1 of the CFA Program
Ameriprise Financial Services, Inc. May 1989 - Present
Mutual of Omaha March 1985 - February 1989
Education
Purdue University 1980 — 1984
BA, Advertising/Marketing
EY September 2015 - Present
Providence College September 2014 - June 2015
Ameriprise Financial Services, Inc. June 2013 - August 2013
Pfizer June 2012 - August 2012
East Lyme All Star Sports Camp April 2010 - January 2011
Skills
PowerPoint, Microsoft Excel, Budgets, Research, Microsoft Office, Leadership, Microsoft Word, Social Networking
Education
Providence College 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
Providence College 2010 — 2014
Bachelor's Degree, Accounting
East Lyme High School 2006 — 2010
SEI June 2015 - Present
Pershing, a BNY Mellon company June 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Kades-Margolis Corporation May 2012 - August 2012
Skills
Microsoft Excel, Insurance, PowerPoint, Strategic Financial..., Data Analysis, Risk Management, Teamwork, Microsoft Office, Microsoft Word, Public Speaking
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.) Finance
Penn State University
Ameriprise Financial Services, Inc. Creditors' Rights Administrative Assistant Ward and Smith, P.A.September 2014 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Pitt Community College
Voya Financial Advisors, Inc April 2014 - Present
Ameriprise Financial Services, Inc. June 2012 - April 2014
Investors Capital August 2006 - June 2012
OneAmerica Financial Partners Inc. 2005 - 2006
Putnam Investments 1999 - 2005
Skills
Recruiting, Marketing, Series 7, Series 63, Mutual Funds, Series 6, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Series 24, Securities, Alternative Investments, 401k, FINRA, Investments, Investment Advisory, Uniform Combined State..., Financial Advisory, Investment Strategies
Education
Purdue University 1994 — 1998
B.A., Political Science and Sociology
Masconomett
Columbia Threadneedle Investments, US (Ameriprise) March 2015 - May 2015
River Towers Condominium Association November 2013 - June 2014
Brandow Design April 2013 - June 2014
Ameriprise Financial Services, Inc. September 2012 - March 2013
Target November 2011 - February 2012
Wells Fargo Home Mortgage July 2011 - August 2011
Ameriprise Financial Services, Inc. July 2010 - June 2011
Harmon January 2008 - June 2008
Ameriprise Financial January 1998 - June 2007
Jennie-O Turkey Store September 2001 - November 2003
Skills
PMO, SharePoint, Visio, PMP, Project Management, Management, Program Management, Training, Access, Software Development, Analysis
Education
University of Missouri-Columbia 1975 — 1979
MBA, Quantitative Methods (Operations Research)
Purdue University - Krannert School of Management 1971 — 1975
BS, General Management / Finance
Ameriprise Financial Services, Inc. October 2014 - Present
OneAmerica September 2013 - September 2014
Charles Schwab July 2010 - August 2013
McCready & Keene December 2008 - December 2009
RolloverSystems November 2007 - May 2008
Wachovia February 2005 - November 2007
Wachovia September 2001 - February 2005
Skills
Investments, Mutual Funds, Qualified Retirement..., Series 7, Wealth Management, Equity Trading, Technical Analysis, Options Trading, Portfolio Analysis, IRAs, Mutual Fund Analysis, ETF Analysis, Financial Services, Asset Allocation, Series 63, 401k, Financial Advisory, Financial Planning, Leadership, Retirement, Retirement Plan..., Portfolio Management, Options, Retirement Planning, Sales
Education
Purdue University
BS, Financial Counseling and Planning
Ameriprise Financial Services, Inc. March 2002 - Present
Ameriprise Financial Services, Inc June 2005 - April 2009
Skills
Retirement Planning
Education
Penn State University 1997 — 2001
Bachelor of Science, Finance and International Business
BlueCat June 2015 - Present
Dell December 2013 - June 2015
Alcatel-Lucent May 2011 - December 2013
Alcatel-Lucent August 2000 - June 2011
GTSI July 1998 - August 2000
Ameriprise Financial Services, Inc. March 1994 - August 1998
Skills
Telecommunications, Wireless, VoIP, IP, Ethernet, Unified Communications, Program Management, Team Leadership, Security, Product Management, Integration, Network Security, Network Design, Data Center, Vendor Management, Networking, Enterprise Software, Professional Services, Virtualization, Cloud Computing, Pre-sales, Management, Solution Selling, Selling, Managed Services, Sales
Education
The American College 1996 — 1997
Chartered Financial Consultant, Financial Planning and Services
Point Loma Nazarene University 1989 — 1993
BA, Business and Finance
Pillar Hotels & Resorts - (formerly Archon Hospitality) November 2007 - Present
Equity Inns July 2005 - October 2007
Ameriprise Financial Services, Inc. September 2002 - June 2005
CRI Installations 1994 - August 2002
Skills
Hospitality Industry, Capital Projects, Budgets, Revenue Analysis, Contract Negotiation, Cost Control, Team Building, Renovation
Education
Pensacola Christian College 1988 — 1992
B.S., Business Administration
TD Ameritrade May 2013 - Present
Guardian Investor Services, LLC January 2005 - April 2013
Ameriprise Financial Services, Inc. August 2003 - January 2005
Source Technology 1998 - 2002
Skills
Asset Allocation, Investments, Uniform Combined State..., Insurance, Risk Management, Financial Planning, Series 7, Sales Management, Series 66, Customer Relations, Series 26
Education
Providence College 1993 — 1997
B.S., Business Management
Northfield Mount Hermon 1992 — 1993
Ameriprise Financial Services, Inc. July 2012 - Present
Pacer Financial February 2011 - December 2011
AIG SunAmerica May 2007 - April 2009
The Hartford 2004 - 2007
Merrill Lynch 2001 - 2004
Skills
Series 7, Mutual Funds, Fixed Annuities, ETFs, Retirement Planning, Series 63, Variable Annuities, Retirement, Alternative Investments, Asset Allocation, Investments, Separately Managed..., Financial Advisory
Education
Penn State University 1994 — 1999
B.A., Logistics
NPC International November 2008 - Present
Ameriprise Financial Services, Inc. May 1995 - September 2005
Skills
Commercial Real Estate, Corporate Real Estate, Contract Negotiation, Real Estate, Asset Management, Finance, Leases, P, Operations Management
Education
Pittsburg State University 1992 — 1995
Bachelor's degree, Finance, General
Morgan Stanley Wealth Management November 2009 - Present
Ameriprise Financial Services, Inc. January 2007 - November 2009
Education
Pennsylvania State University-Erie Campus 2002 — 2006
Finance, Accounting and Financial Planning
WaterFire Sharon PA December 2014 - Present
313 North Market Street, LLC February 2012 - Present
Ameriprise Financial Services, Inc. September 1986 - January 2012
Skills
Series 7
Education
Penn State University 1968 — 1972
BS, Business Administration
Kennedy Christian High School
Ameriprise Financial Services, Inc. June 2011 - Present
Kreitler Financial December 2009 - January 2011
Capital Wealth Management January 2006 - February 2009
The Pension Service, Inc. August 1998 - January 2006
Aetna, Inc. April 1988 - August 1991
Aetna, Inc. January 1985 - April 1988
Skills
Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Portfolio Management, Series 7, Investment Management, Asset Managment, Fixed Income, Investment Advisory
Education
The University of Connecticut School of Business 1985 — 1988
MBA, Finance
Providence College 1977 — 1981
BS, Business Administration/Finance
J.Crew July 2013 - Present
Macy's May 2011 - June 2013
Macy's April 2010 - May 2011
Macy's February 2010 - April 2010
Halper Rawiszer Financial Group June 2008 - August 2008
Ameriprise Financial Services, Inc. May 2007 - August 2007
DeWitt Stern Group May 2006 - May 2006
Skills
Merchandising, PowerPoint
Education
Providence College 2005 — 2009
Bachelor of Science, Finance
Université Paris-Sorbonne 2008 — 2008
French
Ameriprise Financial April 2006 - Present
Ameriprise Financial Services, Inc. April 2000 - March 2006
Skills
Retirement Planning, Retirement, Estate Planning, Mutual Funds, Series 7, Risk Management, Leadership, Public Speaking, Financial Planning, Process Improvement
Education
Penn State University 1981 — 1985
BS, Accounting
Independent Artist and Illustrator January 1992 - Present
indepent August 2009 - 2011
RiverSource Investments 1980 - 2009
Ameriprise Financial Services, Inc. 1980 - 2008
Skills
Illustrator, Illustration, Series 7, Mutual Funds, Financial Services, Securities, Series 63, Adobe Acrobat, Graphic Design, Acrylic, Photoshop, Event Planning, Dreamweaver, Asset Allocation, Social Media
Education
St. Cloud State University 2012 — 2014
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts, Summa Cum Laude
Pennsylvania State University-Penn State Altoona
LK Benson & Company January 2015 - Present
Hertzbach & Company, P.A., CPAs October 2004 - December 2014
Sir Speedy May 1991 - December 2004
Ameriprise Financial Services, Inc. September 2002 - September 2004
Gross Mendelsohn & Associates January 1999 - September 2002
PCA Group August 1997 - January 1999
Rosen Saperstein & Friedlander October 1995 - August 1997
Reznick Group December 1994 - August 1995
Ellin & Tucker, Chartered October 1971 - September 1990
Skills
Tax, Tax Preparation, CPA, Income Tax, Corporate Tax, Partnership Taxation, Tax Accounting, Tax Returns, Tax Research
Education
University of Baltimore 1976 — 1980
MS, Taxation
University of Baltimore 1970 — 1976
BA, Accounting
The Johns Hopkins University 1967 — 1969
Psychology
Princeton University 1964 — 1966
Literature, Psychology
Red Hill Universalist Church September 2014 - Present
Ameriprise Financial Services, Inc. November 2011 - February 2013
Edward Jones August 2007 - November 2011
Skills
Preaching, Public Speaking, Pastoral Counseling, Pastoral Theology, Church Growth, Church Administration, Writing, Non-profit Leadership
Education
Princeton Theological Seminary 1983 — 1987
M Div
University of Missouri-Columbia 1979 — 1983
BS Ag, Agricultural Economics
Ameriprise Financial Services, Inc. Retirement CoordinatorScudder InvestmentsDecember 1993 - August 2001
Ivex Corporation April 1990 - November 1993
Education
Plymouth State University 1984 — 1988
BS Business Mangement, Human Resources
Highmark Inc. April 2015 - Present
Highmark July 2013 - April 2015
Direct Energy February 2011 - January 2013
The Candlelight Room March 2007 - March 2011
Ameriprise Financial Services, Inc. June 2006 - January 2011
Skills
Marketing Communications, Marketing, Event Planning, Project Management, Marketing Strategy, Account Management, Vendor Management, Microsoft Office, Adobe Creative Suite, Budgets, Event Management, Sales Management, Management, Strategy, Sales, Advertising
Education
Point Park University 2006 — 2007
MBA, Management
University of Pittsburgh 2002 — 2006
Bachelors, Marketing & Finance
Ameriprise Financial Services, Inc. March 2008 - October 2011
Ameriprise Financial Services, Inc. June 2002 - March 2008
Ameriprise Financial Services, Inc. November 2001 - June 2002
Ameriprise Financial Services, Inc. June 1999 - November 2001
Ameriprise Financial Services, Inc. September 1997 - June 1999
Ameriprise Financial Services, Inc. August 1992 - September 1997
Skills
Customer Service, Insurance, Mutual Funds, Call Center, Call Centers, Music Production, Music Industry, Music Education, Percussion, Studio Recording, Live Recording, Drum Set
Education
Purdue University Calumet
Business management, 3.2
Citizens Investment Services May 2008 - Present
Ameriprise Financial Services, Inc. 2003 - 2007
Ameriprise Financial 2002 - 2007
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Series 63, Asset Allocation, Retirement, Investment Advisory, Fixed Annuities, Estate Planning, Securities, Financial Advisory, Investment Strategies
Education
Providence College 1999 — 2002
BA, Philosophy, Art History, Music
Episcopal 1996 — 1998
Ameriprise Financial Services, Inc. October 2002 - Present
SunAmerica November 1993 - January 2002
Education
Pepperdine University 1981 — 1983
BA
Stark Carpet October 2015 - Present
Ameriprise Financial Services, Inc. May 2015 - May 2015
Ameriprise Financial Services, Inc. May 2014 - August 2014
Blue Sky Studios January 2006 - February 2013
McGraw-Hill Education December 1998 - May 2004
Skills
Marketing, Corporate Events, Outlook, Client Services, Photoshop, Feature Films
Education
The College of New Rochelle 1991 — 1995
Bachelor’s Degree, Communication and Media Studies
Purchase College, SUNY 1987 — 1990
Singing, Performing Arts
Pridgeon and Clay August 2013 - Present
Pridgeon and Clay February 2013 - August 2013
Noribachi October 2011 - December 2012
Noribachi May 2010 - September 2011
Ameriprise Financial Services, Inc. September 2009 - April 2010
Gibbs Wire and Steel May 2008 - August 2008
Skills
Cross-functional Team..., Product Development, Project Management, Strategic Planning, Microsoft Excel, Lean Manufacturing, Competitive Analysis, Microsoft Office, Business Strategy, New Business Development, Six Sigma, Customer Service, Marketing Strategy, Process Improvement, Direct Sales, Microsoft Word, Continuous Improvement, Manufacturing
Education
Purdue University 2014 — 2016
Master of Business Administration (MBA), Business
Purdue University 2005 — 2009
Management, Marketing, Organization Behavior and Human Resources
US Census Bureau March 2012 - Present
Ameriprise Financial Services, Inc. May 2010 - April 2011
CX-ANALYTICS, LLC April 2009 - December 2009
MDwise Hoosier Alliance November 2008 - March 2009
JPMorgan Chase March 2003 - April 2007
WELLMARK BLUE CROSS AND BLUE SHIELD January 2001 - January 2003
Intel January 2001 - January 2001
American Express January 1998 - January 2000
INLAND STEEL COMPANY January 1989 - January 1998
BETHLEHEM STEEL COMPANY June 1988 - March 1989
Skills
Oracle, SDLC, Unix, Training, Databases, SQL, SAS, Data Warehousing, ETL, DB2, Analysis, Networking, Requirements Analysis
Education
Purdue University 1970 — 1974
BSEE, Electronic Engineering
Purdue University 1970 — 1974
B.S, COMPUTER SCIENCE
Scottrade May 2013 - Present
Strohmier Consulting LLC February 2010 - February 2012
Scottrade October 2007 - February 2010
Ameriprise Financial Services, Inc. August 2006 - June 2007
US Airways February 2005 - March 2006
All Nippon Airways February 1999 - February 2005
World Airways July 1995 - January 1999
Skills
Pricing, Aviation, Program Management, Risk Management, Sales Operations
Education
Purdue University
Bachelor's degree, Aviation Management
Volusion, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. October 2012 - May 2014
EXPRESS October 2010 - October 2012
Federal Reserve Board May 2011 - August 2011
Federal Reserve Board June 2010 - August 2010
Pacific Sunwear May 2007 - August 2009
Skills
Sales, Microsoft Excel, Management, Microsoft Word, Relationship Building, Customer Satisfaction, Microsoft Office, Customer Relations, Research, Microsoft SQL Server, Access, Retail, Customer Service, Employee Training, Databases, Fashion, Photoshop, Data Analysis, Team Leadership, Analysis, Visual Merchandising, PowerPoint, CRM, Social Media, Marketing, Social Networking, Social Media Marketing, Leadership, Salesforce.com, Account Management
Education
Philadelphia University 2009 — 2012
Bachelor of Science (BS), Finance, General
Windermere Real Estate July 2015 - Present
Emergency Care & Safety Institute (ECSI) March 2012 - Present
Schools March 2003 - Present
Boy Scouts of America May 2006 - May 2013
Woodland Park Zoo January 2010 - January 2013
Bellevue Rotary Club January 2005 - January 2013
Ameriprise Financial Services, Inc. February 2003 - August 2011
Overlake Hospital May 2005 - September 2006
International Wholesale 1991 - 2000
Computron Business Systems December 1979 - September 1991
Skills
Business Development, Event Planning, Fundraising, Leadership, Management, Microsoft Office, Nonprofits, Process Improvement, Program Management, Project Management, Public Speaking, Research, Retail, Sales Management, Strategic Planning, Sustainability, Team Building, Volunteer Management
Education
Queen's University
BSc Applied Science, Mechanical Engineer
Ameriprise Financial Services, Inc. January 2008 - Present
Ameriprise Financial Services, Inc. June 2007 - December 2007
Ameriprise Financial Services, Inc. June 2005 - June 2007
Education
Pennsylvania State University - University Park 2001 — 2005
B.S., Finance
Palmetto Health May 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - May 2015
South Carolina General Assembly January 2009 - June 2012
Skills
Microsoft Office
Education
Presbyterian College 2003 — 2007
Bachelor of Science (B.S.), Mathematics
Thermo Fisher Scientific July 2014 - Present
Independent Contractor October 2007 - Present
Thermo Fisher Scientific January 2013 - June 2014
Thermo Fisher Scientific January 2013 - May 2013
CCAC May 2006 - November 2012
Zane State College May 2012 - August 2012
Point Park University August 2007 - July 2012
HJ Heinz 2005 - 2006
Ameriprise Financial Services, Inc. 2005 - 2005
Skills
Higher Education, College Teaching, Curriculum Development, Distance Learning, Student Affairs, Adult Education, University Teaching, Instructional Technology, Academic Advising, Teaching, Instructional Design, Sales, Leadership Development, E-Learning, Curriculum Design, Public Speaking, Student Development, Academia, Courses, EHS, Lecturing, Critical Thinking, Educational Leadership, Science, Training
Education
Point Park University 2003 — 2004
Master of Business Administration (M.B.A.), International Business
Point Park University 2002 — 2003
Bachelor of Science (BS), Biology/Chemistry
West Virginia University 2007 — 2007
OSHA Outreach Trainer, Industrial Hygiene & EHS
Community College of Allegheny County 2006 — 2006
PA EMT-B, Emergency Medical Technology/Technician (EMT Paramedic)
Community College of Allegheny County 2000 — 2002
Associate of Science (A.S.), Pre-Health Professions
Point Park University
MBA, International Business
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial January 2011 - January 2012
Ameriprise Financial July 2003 - January 2011
Univita Health (Long Term Care Group) 2003 - 2006
Skills
Investments, Portfolio Management, CRM, Management, Finance, Mutual Funds, Process Improvement, Customer Service, Insurance, Public Speaking, Strategic Planning
Education
Purdue University 1995 — 1999
Bachelor of Science, Organizational, Leadership and Supervision
Purdue University 1995 — 1999
Bachelor of Science, Organizational, Leadership, and Supervision
Calumet High School 1991 — 1995
High school
Vanguard September 2008 - Present
Ameriprise Financial Services, Inc. December 2005 - August 2006
Skills
Data Analysis, Cognos, Documentum, Financial Reporting, Financial Analysis, SharePoint Designer, SharePoint, Business Analysis, Social Media Marketing
Education
Pennsylvania State University-Penn State Berks 2002 — 2006
Bachelor of Science (BS), Finance, General
wilson
Citibank August 2015 - Present
Gisco Inc. June 2013 - August 2015
TD Bank October 2008 - April 2013
TD Bank January 2006 - October 2008
Bank of America October 2002 - October 2005
People's United Bank April 2001 - September 2002
Ameriprise Financial Services, Inc. September 1999 - December 2000
Skills
Branch Management, Retail Banking, Mortgage Banking, Investment Banking, Small Business Lending, Core Banking, Consumer Loans, Building Business..., Building Consumer..., Project Coordination, Coaching Staff, Sales Motivation, Personnel Management, Personnel Evaluation, Strategic Financial..., Department Budgeting, Risk Management, Risk Assessment, Fraud Detection, Internal Audit, Banking Compliance, Anti Money Laundering, KYC, OFAC, Customer Accountability, Real Estate Transactions, Property Management, Commercial Banking, Cross Selling, Cash Management, Portfolio Management, Finance, Branch Banking, Financial Services, Banking, Loans, Coaching, Credit, Mortgage Lending, Management, Leadership, Consumer Lending
Education
Pontificia Universidad Católica Madre y Maestra 1998 — 1999
Master of Science (M.Sc.), Public Sector Management
The University of the West Indies, Mona 1994 — 1997
Bachelor of Science (B.Sc.), International Relations and Public Administration (Double Major)