Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

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

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.

Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
C. Brantley Smith, CRPC C. Brantley Smith, CRPC Portland, Oregon Details
C. Brantley Smith, CRPC's Ameriprise Financial Services, Inc. Experience July 1998 - Present
Job Vice President, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jay Heffernan Jay Heffernan Greater Minneapolis-St. Paul Area Details
Jay Heffernan's Ameriprise Financial Services, Inc. Experience July 2010 - May 2015
Job Manager of Identity Management at Delta Air Lines
Industry Information Technology and Services
Experience
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

Devin Moran Devin Moran Vancouver, Washington Details
Devin Moran's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job .
Industry Financial Services
Experience
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

Ryan Noble, CFP® Ryan Noble, CFP® Kansas City, Missouri Details
Ryan Noble, CFP®'s Ameriprise Financial Services, Inc. Experience 2005 - 2009
Job Wealth Manager | CERTIFIED FINANCIAL PLANNER® | Partner at Prosperity Planning Inc
Industry Financial Services
Experience
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

Brian Dobbins, CFP® Brian Dobbins, CFP® Scottsdale, Arizona Details
Brian Dobbins, CFP®'s Ameriprise Financial Services, Inc. Experience November 1971 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1971 - Present

Education
Providence College

Cody Mares CFP®, CRPC®, MSFS, APMA Cody Mares CFP®, CRPC®, MSFS, APMA Appleton, Wisconsin Details
Cody Mares CFP®, CRPC®, MSFS, APMA's Ameriprise Financial Services, Inc. Experience June 1985 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1985 - Present

Education
Institute of Business & Finance   2005 — 2009
MSFS, Financial Services

Purdue University   1973 — 1978
BS, General Management

Timothy Biedrzycki Timothy Biedrzycki Greater Boston Area Details
Timothy Biedrzycki's Ameriprise Financial Services, Inc. Experience 2000 - 2007
Job Account Executive at Salsify
Industry Marketing and Advertising
Experience
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

Lori Raffin Lori Raffin Westlake, Ohio Details
Lori Raffin's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Client Services Coordinator
Industry Financial Services
Experience
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

Bryan Woelfel Bryan Woelfel Minneapolis, Minnesota Details
Bryan Woelfel's Ameriprise Financial Services, Inc. Experience May 2006 - June 2007
Job Program Manager at Delta Air Lines
Industry Information Technology and Services
Experience
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

Paul Zodtner Paul Zodtner Charlotte, North Carolina Details
Paul Zodtner's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Don DiDonato Don DiDonato Greater Philadelphia Area Details
Don DiDonato's Ameriprise Financial Services, Inc. Experience June 2013 - August 2014
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
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

Vik Bangia Vik Bangia Greater Minneapolis-St. Paul Area Details
Vik Bangia's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Global Head of Corporate Real Estate at Ameriprise Financial
Industry Commercial Real Estate
Experience
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

Tina Meckaroski Tina Meckaroski Greater Chicago Area Details
Tina Meckaroski's Ameriprise Financial Services, Inc. Experience August 2007 - August 2010
Job Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
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

Peter Motsis CFP®, CRPC® Peter Motsis CFP®, CRPC® Greater Boston Area Details
Peter Motsis CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience November 2005 - Present
Job Financial Advisor | Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Nikki Polistina, CFP® Nikki Polistina, CFP® Phoenix, Arizona Details
Nikki Polistina, CFP®'s Ameriprise Financial Services, Inc. Experience January 2005 - March 2006
Job Portfolio Consultant at Charles Schwab
Industry Investment Management
Experience
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

Ankur Saini Ankur Saini Greater Minneapolis-St. Paul Area Details
Ankur Saini's Ameriprise Financial Services, Inc. Experience August 2011 - August 2012
Job Exadata Architect and Oracle DBA at Cargill
Industry Food & Beverages
Experience
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

Allison (Bock) Hanley Allison (Bock) Hanley Houston, Texas Details
Allison (Bock) Hanley's Ameriprise Financial Services, Inc. Experience January 2010 - December 2010
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Debra Haley Debra Haley Mobile, Alabama Area Details
Debra Haley's Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2011 - Present

Education
University of Massachusetts Dartmouth   1975 — 1979
Bachelor of Science (BS), Textile Sciences and Engineering

Pepperdine University

Katiana Jamm, MBA, CRPC Katiana Jamm, MBA, CRPC Orange County, California Area Details
Katiana Jamm, MBA, CRPC's Ameriprise Financial Services, Inc. Experience March 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2006 - Present

Education
Pepperdine University
MBA, Management & Finance

University of San Diego
BBA, Finance & Management

Kathy Longo Kathy Longo Greater Minneapolis-St. Paul Area Details
Kathy Longo's Ameriprise Financial Services, Inc. Experience 1996 - 1997
Job President & Founder at Flourish Wealth Management
Industry Financial Services
Experience
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

Jaya Natarajan Jaya Natarajan Plano, Texas Details
Jaya Natarajan's Ameriprise Financial Services, Inc. Experience February 2011 - January 2012
Job Etl Developer at PepsiCo Frito Lay
Industry Information Technology and Services
Experience
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

Gavin Craig CFP®,ChFC® Gavin Craig CFP®,ChFC® Greater Minneapolis-St. Paul Area Details
Gavin Craig CFP®,ChFC®'s Ameriprise Financial Services, Inc. Experience 1995 - Present
Job Financial Advisor, Certified Financial Planner®, Chartered Financial Consultant®, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Bruce Wain Bruce Wain Minneapolis, Minnesota Details
Bruce Wain's Ameriprise Financial Services, Inc. Experience February 2013 - July 2014
Job Director; Assistant Complex Director Minnesota at UBS
Industry Financial Services
Experience
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

Lester Chou, ChFC®, CDFA Lester Chou, ChFC®, CDFA United States Details
Lester Chou, ChFC®, CDFA's Ameriprise Financial Services, Inc. Experience September 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Cheyne Okawa Cheyne Okawa Greater Seattle Area Details
Cheyne Okawa's Ameriprise Financial Services, Inc. Experience 2010 - 2010
Job MBA Candidate at Shidler College of Business, University of Hawai'i at Mānoa
Industry Marketing and Advertising
Experience
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

Justin Isenthal Justin Isenthal Chicago, Illinois Details
Justin Isenthal's Ameriprise Financial Services, Inc. Experience May 2012 - July 2012
Job Analyst Business Intelligence at Huron Consulting Group
Industry Computer Software
Experience
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

Hari Prasad Srinivasan Hari Prasad Srinivasan Minneapolis, Minnesota Details
Hari Prasad Srinivasan's Ameriprise Financial Services, Inc. Experience 2010 - 2013
Job Tech Project Manager at Infosys
Industry Information Technology and Services
Experience
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

Wade Schossow Wade Schossow Pittsburg, Kansas Details
Wade Schossow's Ameriprise Financial Services, Inc. Experience June 2006 - January 2007
Job Commercial Loan Officer at Commerce Bank
Industry Banking
Experience
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

Alan Ronald Alan Ronald Campbell, California Details
Alan Ronald's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Vice President, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Derick Walters, CFP®, CRPC® Derick Walters, CFP®, CRPC® Overland Park, Kansas Details
Derick Walters, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2004 - August 2012
Job Financial Advisor at McInnes Wealth Management, LLC
Industry Financial Services
Experience
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

Brady Elliott Brady Elliott San Diego, California Details
Brady Elliott's Ameriprise Financial Services, Inc. Experience 2009 - 2010
Job Associate Client Sales Manager at Equity Management Inc.
Industry Marketing and Advertising
Experience
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

Samuel Okun Samuel Okun San Jose, California Details
Samuel Okun's Ameriprise Financial Services, Inc. Experience February 2012 - July 2012
Job Project Director at Ipsos Innoquest Vantis
Industry Human Resources
Experience
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.)

Jeff Titak CFP®, RICP® Jeff Titak CFP®, RICP® Greater Chicago Area Details
Jeff Titak CFP®, RICP®'s Ameriprise Financial Services, Inc. Experience May 2011 - September 2015
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2011 - September 2015
Northwestern Mutual  May 2010 - August 2010

Education
Purdue University   2006 — 2010
Bachelor’s Degree, Finance & Marketing

Sasha (Elliott) Freccero Sasha (Elliott) Freccero San Francisco Bay Area Details
Sasha (Elliott) Freccero's Ameriprise Financial Services, Inc. Experience March 2007 - January 2008
Job Business Development Operations Analyst at Palantir Technologies
Industry Computer Software
Experience
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

Carol Skorupan Carol Skorupan Madison, Wisconsin Area Details
Carol Skorupan's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job MBA, CPA, PFS, CFP
Industry Financial Services
Experience
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

Megan Semonis Megan Semonis South Bend, Indiana Area Details
Megan Semonis's Ameriprise Financial Services, Inc. Experience November 2010 - June 2012
Job Commercial Lines Customer Service Agent at Smith, Sawyer & Smith, Inc.
Industry Insurance
Experience
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

Warren Gordon Warren Gordon Greater New York City Area Details
Warren Gordon's Ameriprise Financial Services, Inc. Experience February 2011 - December 2012
Job Financial Specialist at PNC Bank
Industry Financial Services
Experience
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

Byron Gega Byron Gega Portland, Oregon Area Details
Byron Gega's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Franchise Consultant
Industry Financial Services
Experience
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

Kelly Poteet Kelly Poteet Indianapolis, Indiana Details
Kelly Poteet's Ameriprise Financial Services, Inc. Experience 2006 - 2006
Job Sales & Client Acquisition at First Financial Bank
Industry Banking
Experience
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

Safiudeen Abdul Jabbar Safiudeen Abdul Jabbar Greater Milwaukee Area Details
Safiudeen Abdul Jabbar's Ameriprise Financial Services, Inc. Experience October 2010 - Present
Job Front End Engineer, Tech Analyst, Tech lead, Support engineer.
Industry Information Technology and Services
Experience
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

Mike McGervey Mike McGervey Canton, Ohio Area Details
Mike McGervey's Ameriprise Financial Services, Inc. Experience September 2001 - December 2003
Job President and Founder of McGervey Wealth Management
Industry Investment Management
Experience
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

Lindsey Ezell Lindsey Ezell Tucson, Arizona Area Details
Lindsey Ezell's Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job ParaPlanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

MARILYN EISENHAUER MARILYN EISENHAUER Colorado Springs, Colorado Area Details
MARILYN EISENHAUER's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Finance & Accounting Professional
Industry Financial Services
Experience
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

Peter Levine, CFP, ChFC, CLU Peter Levine, CFP, ChFC, CLU New York, New York Details
Peter Levine, CFP, ChFC, CLU's Ameriprise Financial Services, Inc. Experience August 1999 - Present
Job Financial Advisor, Certified Financial PlannerTM practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1999 - Present

Education
Purdue University   1995 — 1999
Bachelor of Science

Andreia Hemerick Andreia Hemerick Greater Minneapolis-St. Paul Area Details
Andreia Hemerick's Ameriprise Financial Services, Inc. Experience April 2011 - July 2012
Job EPMO Senior Program Coordinator
Industry Medical Devices
Experience
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

Alexandra Bruno Alexandra Bruno Philadelphia, Pennsylvania Details
Alexandra Bruno's Ameriprise Financial Services, Inc. Experience September 2014 - December 2014
Job Upcoming Graduate seeking path towards financial analysis
Industry Financial Services
Experience
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

Kitt Vahey Kitt Vahey Charlotte, North Carolina Area Details
Kitt Vahey's Ameriprise Financial Services, Inc. Experience November 1998 - November 1999
Job Senior Project Manager at Appirio
Industry Information Technology and Services
Experience
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

Colin Silva Colin Silva Boston, Massachusetts Details
Colin Silva's Ameriprise Financial Services, Inc. Experience July 2011 - August 2011
Job Portfolio Data Analyst at HarbourVest Partners
Industry Venture Capital & Private Equity
Experience
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

Jason Lieb Jason Lieb State College, Pennsylvania Area Details
Jason Lieb's Ameriprise Financial Services, Inc. Experience January 2007 - May 2008
Job Owner of BrightStar Care
Industry Hospital & Health Care
Experience
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

Rachel Saslaw Rachel Saslaw Greater New York City Area Details
Rachel Saslaw's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job Marketing & Customer Development MT | Unilever Future Leaders Program
Industry Marketing and Advertising
Experience
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

Maruthi S Maruthi S Greater Minneapolis-St. Paul Area Details
Maruthi S's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Infosys Business Analyst at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
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

John Kovalek John Kovalek Sacramento, California Details
John Kovalek's Ameriprise Financial Services, Inc. Experience February 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Lisa Sharpe Lisa Sharpe South Bend, Indiana Area Details
Lisa Sharpe's Ameriprise Financial Services, Inc. Experience July 2002 - January 2008
Job Assistant Operations Manager at 1st Source Bank
Industry Financial Services
Experience
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

Deana Smythe Healy Deana Smythe Healy Greater Minneapolis-St. Paul Area Details
Deana Smythe Healy's Ameriprise Financial Services, Inc. Experience February 2011 - July 2011
Job Experienced strategic thought leader
Industry Information Technology and Services
Experience
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

Edward Marks, CFP® Edward Marks, CFP® Baltimore, Maryland Area Details
Edward Marks, CFP®'s Ameriprise Financial Services, Inc. Experience April 2004 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
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

Jimmy Pike, CFP®, CRPC® Jimmy Pike, CFP®, CRPC® Indianapolis, Indiana Area Details
Jimmy Pike, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2008 - Present
Job Financial Advisor at Foster, Pike & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2008 - Present

Education
Purdue University   2000 — 2004
Bachelor of Science, Management

Kevin Dolen, CRPC® APMA® Kevin Dolen, CRPC® APMA® Indianapolis, Indiana Area Details
Kevin Dolen, CRPC® APMA®'s Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
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

Austin Coffel Austin Coffel Bremen, Indiana Details
Austin Coffel's Ameriprise Financial Services, Inc. Experience June 2011 - August 2011
Job Client Services Associate at 1st Source Bank
Industry Financial Services
Experience
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

Brian Smith, CFP Brian Smith, CFP Roanoke, Virginia Area Details
Brian Smith, CFP's Ameriprise Financial Services, Inc. Experience January 2007 - Present
Job Smith & Associates a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jennie Parisi Jennie Parisi Concord, New Hampshire Details
Jennie Parisi's Ameriprise Financial Services, Inc. Experience October 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2004 - Present

Education
Plymouth State University   1998 — 2002
Bachelor's Degree, Industrial and Organizational Psychology

Sarah Arthur Sarah Arthur Greater Los Angeles Area Details
Sarah Arthur's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
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

Chandler Zachary Chandler Zachary San Francisco Bay Area Details
Chandler Zachary's Ameriprise Financial Services, Inc. Experience July 2012 - October 2014
Job Finance Professional
Industry Capital Markets
Experience
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

Deborah Tata,CFP®, ChFC®, MBA Deborah Tata,CFP®, ChFC®, MBA Greater New York City Area Details
Deborah Tata,CFP®, ChFC®, MBA's Ameriprise Financial Services, Inc. Experience April 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 1993 - Present

Education
University of New Haven   1990 — 1991
MBA, Business

Post University   1976 — 1980
BS, Accounting

Noel Forma CFP®, CRPC® Noel Forma CFP®, CRPC® United States Details
Noel Forma CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience September 1995 - Present
Job Owner, Feinstein, Forma, Lalich & Associates, a Platinum Financial Advisory Practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1995 - Present

Education
Penn State University   1991 — 1995

East Brunswick High School   1988 — 1991

Susan Strong, CFP® Susan Strong, CFP® Houston, Texas Area Details
Susan Strong, CFP®'s Ameriprise Financial Services, Inc. Experience February 2009 - Present
Job CERTIFIED FINANCIAL PLANNER™ practitioner | Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Don Karpick Don Karpick Greater Chicago Area Details
Don Karpick's Ameriprise Financial Services, Inc. Experience September 2011 - February 2015
Job Associate Financial Advisor at Ameriprise Financial Barrie & Associates
Industry Financial Services
Experience
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

Amber Mitchell Amber Mitchell Meredith, New Hampshire Details
Amber Mitchell's Ameriprise Financial Services, Inc. Experience July 2011 - March 2013
Job Marketing and Sales Coordinator at IML North America
Industry Marketing and Advertising
Experience
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

Chris Brzezinski Chris Brzezinski Portland, Oregon Area Details
Chris Brzezinski's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
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

Sean Blackwood Sean Blackwood Marina Del Rey, California Details
Sean Blackwood's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Lee Bugay Lee Bugay Greenville, South Carolina Details
Lee Bugay's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Lise Lavoie Lise Lavoie Bedford, New Hampshire Details
Lise Lavoie's Ameriprise Financial Services, Inc. Experience October 2009 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc..
Industry Financial Services
Experience
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

Stephen J. Graff, Jr Stephen J. Graff, Jr Greater Atlanta Area Details
Stephen J. Graff, Jr's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Ameriprise Financial
Industry Real Estate
Experience
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

Laura Gregory Laura Gregory Orlando, Florida Area Details
Laura Gregory's Ameriprise Financial Services, Inc. Experience May 2013 - July 2013
Job Assistant Manager at Aspen Square Management
Industry Real Estate
Experience
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

Brady Boyd, CFP® Brady Boyd, CFP® San Diego, California Details
Brady Boyd, CFP®'s Ameriprise Financial Services, Inc. Experience 2006 - 2010
Job Associate Portfolio Manager
Industry Financial Services
Experience
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

Li-Lin Hsu Li-Lin Hsu Greater Los Angeles Area Details
Li-Lin Hsu's Ameriprise Financial Services, Inc. Experience September 2003 - March 2015
Job LiLin Hsu Wealth Management
Industry Financial Services
Experience
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

Justin Lynn Justin Lynn Griffith, Indiana Details
Justin Lynn's Ameriprise Financial Services, Inc. Experience May 2008 - August 2008
Job Customer Serivce Representative at First Midwest Bank
Industry Higher Education
Experience
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

Alan M. Rhode, CFP® Alan M. Rhode, CFP® Greater Philadelphia Area Details
Alan M. Rhode, CFP®'s Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Financial Advisor & CERTIFIED FINANCIAL PLANNER™ Practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Philip E Smith, CFP®, ChFC® & MSFS Philip E Smith, CFP®, ChFC® & MSFS Greater San Diego Area Details
Philip E Smith, CFP®, ChFC® & MSFS's Ameriprise Financial Services, Inc. Experience May 2000 - Present
Job Private Wealth Advisor with Ameriprise Financial Services, Inc., An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
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

Jamie Frisone CFP® Jamie Frisone CFP® Greater Seattle Area Details
Jamie Frisone CFP®'s Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Regional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

John Rogers, CFP® John Rogers, CFP® Greater Boston Area Details
John Rogers, CFP®'s Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Financial Advisor Vice President
Industry Financial Services
Experience
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

Frank McKinney Frank McKinney Houston, Texas Area Details
Frank McKinney's Ameriprise Financial Services, Inc. Experience 2000 - 2002
Job Financial Consultant I help people find their path to retirement via planning, investments and their retirement plans.
Industry Financial Services
Experience
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

Brad Schneider, CRPC®, AIF® Brad Schneider, CRPC®, AIF® Reading, Pennsylvania Area Details
Brad Schneider, CRPC®, AIF®'s Ameriprise Financial Services, Inc. Experience October 2005 - March 2012
Job Wealth Advisor at Good Life Financial Group
Industry Financial Services
Experience
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

Aidan Hutchinson Aidan Hutchinson Colorado Springs, Colorado Area Details
Aidan Hutchinson's Ameriprise Financial Services, Inc. Experience February 2010 - May 2010
Job Risk Management
Industry Utilities
Experience
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

Ryan Montana Ryan Montana San Diego, California Details
Ryan Montana's Ameriprise Financial Services, Inc. Experience August 2007 - February 2008
Job Spine Rehabilitation Specialist at SpineZone
Industry Health, Wellness and Fitness
Experience
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

Zach Walters Zach Walters Greater Chicago Area Details
Zach Walters's Ameriprise Financial Services, Inc. Experience June 2006 - October 2006
Job Senior Financial Associate, CFP® at RBC Wealth Management
Industry Financial Services
Experience
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

Toni Marie Sylvester Toni Marie Sylvester Seattle, Washington Details
Toni Marie Sylvester's Ameriprise Financial Services, Inc. Experience September 2012 - August 2013
Job Tool Integration Analyst at Boeing
Industry Airlines/Aviation
Experience
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

Carol McNeill-Skorupan, MBA, CPA, PFS, CFP® Carol McNeill-Skorupan, MBA, CPA, PFS, CFP® Madison, Wisconsin Area Details
Carol McNeill-Skorupan, MBA, CPA, PFS, CFP®'s Ameriprise Financial Services, Inc. Experience 2009 - Present
Job Financial Advisor/Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
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

Jeremy D. Henn, CRPC® Jeremy D. Henn, CRPC® Reading, Pennsylvania Area Details
Jeremy D. Henn, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2008 - Present
Job Financial Advisor with Crossroads Advisors Group a Financial Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2008 - Present

Education
Penn State University   2005 — 2009
Bachelors, Business-Financial Services

Christina Mele Christina Mele Norfolk, Virginia Area Details
Christina Mele's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Client Service Associate at Ameriprise Financial
Industry Insurance
Experience
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

Conor Dillon Conor Dillon New York, New York Details
Conor Dillon's Ameriprise Financial Services, Inc. Experience June 2010 - August 2010
Job Client Solutions Executive Premier Client Group at AT&T
Industry Telecommunications
Experience
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

Rohan Dudaney Rohan Dudaney Columbus, Ohio Area Details
Rohan Dudaney's Ameriprise Financial Services, Inc. Experience May 2011 - August 2011
Job Engineering Intern at Aerojet Rocketdyne
Industry Aviation & Aerospace
Experience
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

Corey M. Makarczyk Corey M. Makarczyk Wilkes Barre, Pennsylvania Details
Corey M. Makarczyk's Ameriprise Financial Services, Inc. Experience February 2008 - October 2010
Job Executive Recruiter & Trusted Advisor: Banking & Finance
Industry Banking
Experience
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

Daniel Matuozzi Daniel Matuozzi Greater New York City Area Details
Daniel Matuozzi's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Compliance Analyst
Industry Financial Services
Experience
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

Scott A. Scales Scott A. Scales Evansville, Indiana Area Details
Scott A. Scales's Ameriprise Financial Services, Inc. Experience May 1989 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 1989 - Present
Mutual of Omaha  March 1985 - February 1989

Education
Purdue University   1980 — 1984
BA, Advertising/Marketing

Philip Ziegler Philip Ziegler Boston, Massachusetts Details
Philip Ziegler's Ameriprise Financial Services, Inc. Experience June 2013 - August 2013
Job Audit Staff for EY
Industry Accounting
Experience
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

Josh Field Josh Field Ambler, Pennsylvania Details
Josh Field's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Private Banking Associate at SEI
Industry Financial Services
Experience
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

April Hines April Hines Greenville, North Carolina Area Details
April Hines's Ameriprise Financial Services, Inc. Experience Creditors' Rights Administrative Assistant Ward and Smith, P.A.September 2014 - Present
Job
Industry Legal Services
Experience
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

Doug Wallace Doug Wallace Greater Boston Area Details
Doug Wallace's Ameriprise Financial Services, Inc. Experience June 2012 - April 2014
Job Business Development Director at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
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

Allen Richwine Allen Richwine Minneapolis, Minnesota Details
Allen Richwine's Ameriprise Financial Services, Inc. Experience September 2012 - March 2013
Job Experienced Project Manager
Industry Financial Services
Experience
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

J.P. Cain J.P. Cain Greater Minneapolis-St. Paul Area Details
J.P. Cain's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Regional Financial Advice Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Aaron Borstein, CFP®, CRPC® Aaron Borstein, CFP®, CRPC® Greater Philadelphia Area Details
Aaron Borstein, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2002 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Brian D. Hicks Brian D. Hicks Greater San Diego Area Details
Brian D. Hicks's Ameriprise Financial Services, Inc. Experience March 1994 - August 1998
Job Regional Sales Director at BlueCat
Industry Information Technology and Services
Experience
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

John Peel John Peel Greater Memphis Area Details
John Peel's Ameriprise Financial Services, Inc. Experience September 2002 - June 2005
Job Sr. Project Manager Pillar Hotels and Resorts
Industry Hospitality
Experience
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

Ryan Vallee Ryan Vallee Westborough, Massachusetts Details
Ryan Vallee's Ameriprise Financial Services, Inc. Experience August 2003 - January 2005
Job TD Ameritrade Designated Brokerage Services
Industry Financial Services
Experience
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

Lou Lattari Lou Lattari Washington D.C. Metro Area Details
Lou Lattari's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Regional Vice President at RiverSource
Industry Financial Services
Experience
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

Heath Weidert Heath Weidert Pittsburg, Kansas Details
Heath Weidert's Ameriprise Financial Services, Inc. Experience May 1995 - September 2005
Job Senior Leasing Analyst
Industry Retail
Experience
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

Jeremy Hall CFP ® Jeremy Hall CFP ® Tampa/St. Petersburg, Florida Area Details
Jeremy Hall CFP ®'s Ameriprise Financial Services, Inc. Experience January 2007 - November 2009
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Michael K Nelson Michael K Nelson Sharon, Pennsylvania Area Details
Michael K Nelson's Ameriprise Financial Services, Inc. Experience September 1986 - January 2012
Job Executive Director at WaterFire Sharon PA
Industry Financial Services
Experience
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

Kathleen Landrigan Kathleen Landrigan Greater New York City Area Details
Kathleen Landrigan's Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job Investment Management Professional
Industry Investment Management
Experience
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

Laura Ferrazzano Laura Ferrazzano Greater New York City Area Details
Laura Ferrazzano's Ameriprise Financial Services, Inc. Experience May 2007 - August 2007
Job Senior Merchandise Planner at J.Crew
Industry Retail
Experience
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

Angela Hank Angela Hank Greater New York City Area Details
Angela Hank's Ameriprise Financial Services, Inc. Experience April 2000 - March 2006
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
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

N Kathleen Kat Bryan Wallace N Kathleen Kat Bryan Wallace Greater Minneapolis-St. Paul Area Details
N Kathleen Kat Bryan Wallace's Ameriprise Financial Services, Inc. Experience 1980 - 2008
Job Professional
Industry Fine Art
Experience
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

Nelson Tucker Nelson Tucker Baltimore, Maryland Area Details
Nelson Tucker's Ameriprise Financial Services, Inc. Experience September 2002 - September 2004
Job Tax Manager at LK Benson & Company
Industry Accounting
Experience
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

Chuck Yancey Chuck Yancey Clinton, North Carolina Details
Chuck Yancey's Ameriprise Financial Services, Inc. Experience November 2011 - February 2013
Job Pastor at Red Hill Universalist Church
Industry Religious Institutions
Experience
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

missy german missy german Greater Boston Area Details
missy german's Ameriprise Financial Services, Inc. Experience Retirement CoordinatorScudder InvestmentsDecember 1993 - August 2001
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kellyn Wilhide Kellyn Wilhide Greater Pittsburgh Area Details
Kellyn Wilhide's Ameriprise Financial Services, Inc. Experience June 2006 - January 2011
Job Sr. Sales Messaging Analyst at Highmark Inc.
Industry Marketing and Advertising
Experience
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

chico cockrell chico cockrell Dallas/Fort Worth Area Details
chico cockrell's Ameriprise Financial Services, Inc. Experience March 2008 - October 2011
Job Professional Musician/ Producer/Instructor
Industry Music
Experience
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

Darrell Smith, CFP(R) Darrell Smith, CFP(R) Greater Boston Area Details
Darrell Smith, CFP(R)'s Ameriprise Financial Services, Inc. Experience 2003 - 2007
Job Financial Consultant at Citizens Investment Services
Industry Financial Services
Experience
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

Larry Roberts, CRPC® Larry Roberts, CRPC® Greater Los Angeles Area Details
Larry Roberts, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2002 - Present
SunAmerica  November 1993 - January 2002

Education
Pepperdine University   1981 — 1983
BA

Theresa Brower Theresa Brower Greater New York City Area Details
Theresa Brower's Ameriprise Financial Services, Inc. Experience May 2015 - May 2015
Job Assistant Account Manager at Stark Carpet
Industry Design
Experience
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

Luke Sutton Luke Sutton Kalamazoo, Michigan Area Details
Luke Sutton's Ameriprise Financial Services, Inc. Experience September 2009 - April 2010
Job Business Unit Production Manager at Pridgeon and Clay
Industry Renewables & Environment
Experience
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

David Bartholomew Sr David Bartholomew Sr Phoenix, Arizona Details
David Bartholomew Sr's Ameriprise Financial Services, Inc. Experience May 2010 - April 2011
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
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

Michael Strohmier Michael Strohmier Evansville, Indiana Area Details
Michael Strohmier's Ameriprise Financial Services, Inc. Experience August 2006 - June 2007
Job Investment Consultant
Industry Financial Services
Experience
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

Courtney Meletti Courtney Meletti Greater Philadelphia Area Details
Courtney Meletti's Ameriprise Financial Services, Inc. Experience October 2012 - May 2014
Job Account Manager at Volusion, Inc.
Industry Financial Services
Experience
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

Peter Wang, P. Eng, PEO Peter Wang, P. Eng, PEO Greater Seattle Area Details
Peter Wang, P. Eng, PEO's Ameriprise Financial Services, Inc. Experience February 2003 - August 2011
Job Broker at Windermere Real Estate
Industry Program Development
Experience
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

Kevin Niemiec Kevin Niemiec Greater Philadelphia Area Details
Kevin Niemiec's Ameriprise Financial Services, Inc. Experience January 2008 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Laura Maky Laura Maky Columbia, South Carolina Details
Laura Maky's Ameriprise Financial Services, Inc. Experience June 2014 - May 2015
Job Business Analyst at Palmetto Health
Industry Hospital & Health Care
Experience
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

Joseph Spivak Joseph Spivak Pittsburgh, Pennsylvania Details
Joseph Spivak's Ameriprise Financial Services, Inc. Experience 2005 - 2005
Job Product Manager at Thermo Fisher Scientific
Industry Higher Education
Experience
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

Keisha Shaw Keisha Shaw Hopkins, Minnesota Details
Keisha Shaw's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Licensing and Field Compensation Coach at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Daniel Vilardo Daniel Vilardo Reading, Pennsylvania Area Details
Daniel Vilardo's Ameriprise Financial Services, Inc. Experience December 2005 - August 2006
Job
Industry Financial Services
Experience
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

REUBEN MILLER REUBEN MILLER Greater New York City Area Details
REUBEN MILLER's Ameriprise Financial Services, Inc. Experience September 1999 - December 2000
Job Vice President at Citi
Industry Banking
Experience
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)

Similar Companies