Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

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

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Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Tate Plangemann Tate Plangemann Greater Philadelphia Area Details
Tate Plangemann's Ameriprise Financial Services, Inc. Experience January 2012 - May 2012
Job EMC at KPMG
Industry Management Consulting
Experience
KPMG  May 2015 - Present
Vanguard  May 2014 - May 2015
Vanguard  October 2012 - May 2014
Ameriprise Financial Services, Inc.   January 2012 - May 2012

Skills
Retirement Planning, Investment Strategies, Financial Services, Investments, CRM, Analysis, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Advisory, Finance

Education
Rider University   2008 — 2012
Bachelor of Science, Finance

Nicholas Sayer Nicholas Sayer Roanoke, Virginia Area Details
Nicholas Sayer's Ameriprise Financial Services, Inc. Experience January 2015 - June 2015
Job Assistant Tennis Professional at Hidden Valley Country Club
Industry Sports
Experience
Hidden Valley Country Club  June 2015 - Present
Ameriprise Financial Services, Inc.   January 2015 - June 2015
Radford University  August 2014 - May 2015
Radford University  August 2013 - May 2014
Smith/Stearns Tennis Academy   June 2012 - July 2012

Skills
English, Finance, Microsoft Excel, Financial Analysis, Teamwork, Business Analytics, Statistics, SAS, Marketing Analytics, SPSS, Analytics

Education
Radford University   2013 — 2015
Master of Business Administration (MBA), Marketing, 3.96

Radford University   2010 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.91

Eric Kalma, CFP®, APMA℠ Eric Kalma, CFP®, APMA℠ Greater New York City Area Details
Eric Kalma, CFP®, APMA℠'s Ameriprise Financial Services, Inc. Experience March 1998 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc. A Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1998 - Present

Education
Rider University   1993 — 1994
BSBA, Finance

Matawan Regional High School, NJ

University of Arizona

Scott Ari Shaw, CFA, CFP Scott Ari Shaw, CFA, CFP Philadelphia, Pennsylvania Details
Scott Ari Shaw, CFA, CFP's Ameriprise Financial Services, Inc. Experience January 2002 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2002 - Present

Education
CFA Institute   2011 — 2015
Chartered Financial Analyst

The American College   2003 — 2005
CERTIFIED FINANCIAL PLANNER Practitioner, Financial Planning

Rider University   1997 — 2001
Marketing and Finance, Economics and Financial Markets

Mark Savastano, M. Acc., CRPC® Mark Savastano, M. Acc., CRPC® Providence, Rhode Island Details
Mark Savastano, M. Acc., CRPC®'s Ameriprise Financial Services, Inc. Experience December 2011 - January 2014
Job Associate Financial Advisor with Balance Wealth Advisors a Private Wealth Advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Balance Wealth Advisors   January 2014 - Present
Ameriprise Financial Services, Inc.   December 2011 - January 2014

Education
Rhode Island College   2013 — 2015
M. Acc. - Master of Professional Accountancy, Financial Planning

Rhode Island College
Bachelor of Science (B.S.), Finance

Joseph Case High School

Mitchell Sayers Mitchell Sayers Charlotte, North Carolina Details
Mitchell Sayers's Ameriprise Financial Services, Inc. Experience May 2014 - January 2015
Job Finance and Accounting Intern at Siemens
Industry Financial Services
Experience
Siemens  July 2015 - Present
Ameriprise Financial Services, Inc.   May 2014 - January 2015
Queen City Forward  January 2014 - April 2014
First Baptist Church of Hickory   June 2013 - August 2013
Ameriprise Financial Services, Inc.   August 2011 - May 2012

Skills
Leadership, Investments, Entrepreneurship, Financial Analysis, Mutual Funds, Portfolio Management, Asset Allocation, Wealth Management, SAP, Financial Planning, Securities, Time Management, Event Planning, Volunteering, Marketing Strategy, CRM, Sales, Public Relations, Microsoft Excel, Procurement, Corporate Finance

Education
Queens University of Charlotte   2012 — 2016

Università Cattolica del Sacro Cuore

Carrie Callaway Cardy Carrie Callaway Cardy Greater Seattle Area Details
Carrie Callaway Cardy's Ameriprise Financial Services, Inc. Experience February 1995 - April 1998
Job SBA Business Acquisition and Real Estate Lender
Industry Banking
Experience
Wells Fargo  June 2005 - Present
Taylor Nelson Sofres  September 2004 - April 2005
Aerotek  May 2003 - August 2004
Richmond The American International University in London  October 2002 - May 2003
Digital River  January 2000 - August 2002
Ameriprise Financial Services, Inc.   February 1995 - April 1998

Skills
Mortgage Lending, Loan Origination, Business Development, Mortgage Banking, Small Business Lending, Loans, Customer Service, Strategic Planning, Marketing, Refinance, Financial Analysis, Public Speaking, Construction Loans, Sales, Finance, Microsoft Office

Education
University of Minnesota-Twin Cities   2006 — 2008
Master's degree, Public Policy Analysis

Richmond, The American International University in London   2002 — 2005
BA, International Business

Brian Jacobs, ChFC Brian Jacobs, ChFC Greater New York City Area Details
Brian Jacobs, ChFC's Ameriprise Financial Services, Inc. Experience 1994 - Present
Job Private Wealth Advisor with Amerprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1994 - Present
American Express Financial Advisors/Ameriprise Financial   1994 - Present
MetLife  1992 - 1994
3M  1988 - 1992
US Army  1984 - 1988

Skills
Mutual Funds, Financial Services, Insurance, Retirement Planning, Fixed Annuities, Series 7, Investments, Retirement, Strategic Financial..., Asset Allocation, Series 63, Finance, Financial Advisory, Estate Planning, 401k

Education
Rochester Institute of Technology

US Army Aviation School   1984 — 1985
Aerial Observer, Flight, Sergeant

Rick Sunderland Rick Sunderland Carmel, Indiana Details
Rick Sunderland's Ameriprise Financial Services, Inc. Experience August 1999 - February 2009
Job Independent Financial Advisor to individuals, families and small businesses.
Industry Financial Services
Experience
Adaptive Financial Services "You Can't Control the Wind, But You Can Adjust Your Sails"   October 2010 - Present
Representing numerous investment and insurance companies to best meet our clients needs.   June 2010 - Present
The Prudential Insurance Company of America  October 2013 - January 2015
Horizon Planning Group - Sales Manager   December 2011 - October 2013
MetLife  June 2010 - December 2011
Ameriprise Financial Services, Inc.   August 1999 - February 2009

Skills
Management, Finance, Financial Planning, Investments, Leadership, Financial Services, Insurance, Financial Advisory, Strategic Planning, Team Building, Disability Insurance

Education
Rider University   1975 — 1979
Bachelor of Science (BS), Int'l Commerce, Finance and Mkt'g

Rider University   1975 — 1979
Bachelor of Applied Science (B.A.Sc.), Finance and International Commerce

Rider University   1975 — 1979
B.S. Finance, Majors in International Commerce and Marketing, International Finance and Marketing

Brianna Mello Brianna Mello Mattapoisett, Massachusetts Details
Brianna Mello's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Executive Assistant at JSIMPLE
Industry Marketing and Advertising
Experience
JSIMPLE   May 2014 - May 2015
Ameriprise Financial Services, Inc.   May 2013 - August 2013
Target  May 2011 - May 2013

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Team Leadership, Photography, English, Social Media Marketing, Time Management, Administrative..., Social Networking, Editing, Facebook, Public Speaking, Social Media

Education
Quinnipiac University - School of Business   2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

Quinnipiac University   2010 — 2014
Bachelor of Arts (BA), Communication and Media Studies

The Rome Study Center of Richmond

Daniel J. Lauletta, CFP®,LUTCF,CLU®,ChFC®,AEP® Daniel J. Lauletta, CFP®,LUTCF,CLU®,ChFC®,AEP® Cleveland/Akron, Ohio Area Details
Daniel J. Lauletta, CFP®,LUTCF,CLU®,ChFC®,AEP®'s Ameriprise Financial Services, Inc. Experience February 2008 - September 2012
Job Financial Planner at Plancorp, Inc.
Industry Financial Services
Experience
Plancorp, Inc.   September 2012 - Present
Cetera Advisor Networks LLC  September 2012 - Present
Financial Management Strategies, Inc.   September 2012 - Present
Ameriprise Financial Services, Inc.   February 2008 - September 2012
Lincoln Financial Advisors  February 2004 - February 2008
GE Financial Advisors   February 2003 - February 2004
Western-Southern Life Insurance Company  October 1991 - February 2003
Liberty National Life Insurance Company  October 1985 - October 1991

Skills
Retirement Planning, Insurance, Series 7, Wealth Management, Retirement, Strategic Financial..., Investment Advisory, Estate Planning, Asset Allocation, Mutual Funds, Investments, Financial Advisory, Series 63, Fixed Annuities, Securities, 401k, IRAs, Investment Strategies, Asset Managment

Education
Rockford University   1980 — 1984
B.S., Pyschology

Logan Greer Logan Greer Houston, Texas Area Details
Logan Greer's Ameriprise Financial Services, Inc. Experience 2007 - 2008
Job Vice President at InSite Realty Partners, L.P.
Industry Commercial Real Estate
Experience
InSite Realty Partners, L.P.   April 2014 - Present
InSite Realty Partners, LLC   March 2008 - March 2014
Ameriprise Financial Services, Inc.   2007 - 2008

Skills
Investments, Asset Managment, Portfolio Management, Strategic Financial..., Due Diligence, Real Estate, Securities, Brokerage, Insurance, Estate Planning, Finance, Asset Management, Investment Advisory, Series 7, Retirement Planning, Disposition, Contract Negotiation, Dispositions, Financial Advisory

Education
Rice University   2003 — 2007
B.A., Political Science and Managerial Studies

Ralph Saunders, Jr., CFP®, AAMS® Ralph Saunders, Jr., CFP®, AAMS® Richmond, Virginia Area Details
Ralph Saunders, Jr., CFP®, AAMS®'s Ameriprise Financial Services, Inc. Experience January 2006 - December 2008
Job Vice President Investment Officer, Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors  December 2008 - Present
Ameriprise Financial Services, Inc.   January 2006 - December 2008
Scott & Stringfellow  January 2000 - December 2005
OLDE Discount Corporation  May 1995 - January 2000

Skills
Investments, Retirement, 401k, Securities, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Financial Advisory, Fixed Annuities, IRAs, Insurance, Alternative Investments, Estate Planning..., Strategic Investment...

Education
Radford University - College of Business and Economics   1989 — 1993
BA, Economics

Amanda Grace Amanda Grace Providence, Rhode Island Area Details
Amanda Grace's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Interactive Marketing Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2011 - Present
Columbia Management  January 2007 - September 2011
Bank of America  December 2005 - January 2007

Skills
Series 6, Series 63, Series 26, Mutual Funds, Interactive Marketing, 529 Plans, Online Marketing, Qualified Retirement..., Customer Service..., Adobe Professional, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Outlook, E-commerce, Social Media Marketing, Marketing Strategy, Investments, FINRA, Marketing Communications, Financial Services, Marketing, Leadership, Asset Management, Management, Relationship Management, Digital Marketing, Email Marketing, Social Media, Strategy

Education
Rhode Island College

Kelly Pyryt Kelly Pyryt Dallas/Fort Worth Area Details
Kelly Pyryt's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Client Service Corridinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
Academic Outfitters of Plano   February 2010 - April 2014
Coldwater Creek  June 2007 - October 2009
Garland ISD  August 2007 - December 2008
Garland ISD  July 2006 - August 2007

Skills
Visual Merchandising, Merchandising, Loss Prevention, Store Management, Sales, Customer Service, Inventory Control, Cashiering, Retail Sales, Profit, Planograms, Retail, Driving Results, Marketing, CRM, Leadership, Management, Public Speaking, Team Building

Education
Richland Community College   1979 — 1981

Richardson High School   1977 — 1979

Mathew Higgins Mathew Higgins Grand Junction, Colorado Details
Mathew Higgins's Ameriprise Financial Services, Inc. Experience September 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1995 - Present
Ameriprise Financial Services, Inc.   September 1995 - Present
Norwest Investment Management & Trust   1990 - 1994
Pace Membership Warehouse Inc.   1984 - 1989

Education
Regis University   1986 — 1988
Master of Business Administration (MBA), Finance & Accounting

University of Colorado Denver   1980 — 1984
Bachelor's degree, Finance, General

Alexander Firestone Alexander Firestone New York, New York Details
Alexander Firestone's Ameriprise Financial Services, Inc. Experience June 2013 - August 2013
Job Retail Sales Account Executive at Atlantic Coast Brands
Industry Cosmetics
Experience
Atlantic Coast Brands  September 2015 - Present
LMK! Unlimited, LLC   August 2014 - Present
Gogotech  July 2014 - September 2015
Atlantic Coast Media Group  December 2010 - June 2014
Quinnipiac University  August 2013 - May 2014
Ameriprise Financial Services, Inc.   June 2013 - August 2013
Corningware   May 2011 - June 2011
Quinnipiac University National Polling Institute   September 2010 - December 2010
Delia's Inc  June 2010 - September 2010
Business that included physical labor in Lawn Care, Painting, Car Washing, etc.   May 2009 - August 2009

Skills
Teamwork, Finance, Microsoft Excel, Financial Reporting, Market Research, Data Analysis, Payroll, Forecasting, Analysis, Mergers, PowerPoint, Outlook, Budgets, Microsoft Word, Data Mining, Marketing, Mergers, Microsoft Office, Management, Social Media, Time Management, Mergers & Acquisitions, Strategic Partnerships, Project Implementation

Education
Quinnpiac University - Graduate School   2013 — 2014
Master of Business Administration (M.B.A.), Finance, 3.8 GPA

Quinnipiac University - School of Business   2010 — 2013
Bachelor of Science, Finance, Graduated - 3.63 GPA

The University of Connecticut   2009 — 2010
Bachelor of Science (B.S.), Finance

John Planell John Planell Greater New York City Area Details
John Planell's Ameriprise Financial Services, Inc. Experience March 1985 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
B.T. Bowler & Associates   February 2013 - Present
Ameriprise Financial Services, Inc.   March 1985 - Present

Education
Rensselaer Polytechnic Institute
M.S., Mechanical Engineering

University of New Hampshire
Bachelor of Science (B.S.), Mechanical Engineering

Fordham Prep

Anthony Salerno CRPC® Anthony Salerno CRPC® Greater New York City Area Details
Anthony Salerno CRPC®'s Ameriprise Financial Services, Inc. Experience June 1999 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1999 - Present

Education
Quinnipiac University - School of Business   1993 — 1997

Bryan McWayne Bryan McWayne Albany, New York Area Details
Bryan McWayne's Ameriprise Financial Services, Inc. Experience September 2012 - March 2014
Job Helping Christian Families Make Wise Financial Decisions and Live Generously
Industry Financial Services
Experience
Thrivent Financial  June 2014 - Present
Ameriprise Financial Services, Inc.   September 2012 - March 2014
Hometown Healthcare Inc  January 2012 - August 2012
Northwestern Mutual  June 2009 - January 2012
Roarke Custom Builders   May 2008 - January 2009
Aflac  2009 - 2009
Sears Holdings Corporation  August 2006 - August 2007

Education
Rensselaer Polytechnic Institute   2003 — 2007
Bachelor of Science (BS), Economics

Allison Becker Allison Becker Torrington, Connecticut Details
Allison Becker's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Client Concierge at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2013 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Time Management, Outlook, Data Entry, Administrative..., Management, Editing, Strategic Planning, Public Relations, Insurance, Telephone Skills, Financial Analysis, Access

Education
Roger Williams University   2009 — 2013
Bachelor of the Arts, Psychology

Christa Sopel Christa Sopel Hamden, Connecticut Details
Christa Sopel's Ameriprise Financial Services, Inc. Experience May 2014 - August 2014
Job Marketing and MBA Student at Quinnipiac University
Industry Marketing and Advertising
Experience
Alzheimer's Association®   May 2014 - August 2014
Ameriprise Financial Services, Inc.   May 2014 - August 2014
New Hampshire Fisher Cats  May 2013 - August 2013
RGIS  June 2010 - June 2013

Skills
Teamwork, Microsoft Excel, Access, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Telephone Skills, Market Research, Process Improvement, Social Media Marketing

Education
Quinnipiac University   2014 — 2016
Master of Business Administration (MBA), Business Administration

Quinnipiac University   2011 — 2015
Bachelor's Degree, Marketing

Manchester Memorial High School   2007 — 2011
High School Diploma

John M. Picard, CFP John M. Picard, CFP United States Details
John M. Picard, CFP's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2013 - Present
City of West Haven, CT   December 2005 - December 2013
American Express  1995 - 2006

Education
Rensselaer Polytechnic Institute   2009 — 2010
Master of Science, Sustainable Enterprise Management

University of New Haven   1983 — 1987
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Notre Dame High School   1979 — 1983
High School

TiMecka Sanchez-Michaels TiMecka Sanchez-Michaels Saint Paul, Minnesota Details
TiMecka Sanchez-Michaels's Ameriprise Financial Services, Inc. Experience November 2006 - January 2008
Job Project Coordinator at Abcom
Industry Computer Software
Experience
ABcom LLC  March 2011 - January 2012
Ameriprise Financial Services, Inc.   November 2006 - January 2008
Life Time Fitness  December 2004 - November 2006
Holiday Inn Hotel & Suites  June 2001 - November 2004

Education
Rasmussen College-Florida   2013 — 2014
Bachelor's degree, Human Resources Management and Leadership Organization, 3.8

University of Phoenix   2010 — 2012
Associate of Arts and Sciences (AAS), Human Services, General, 3.8

Phil Confalone Phil Confalone Greater New York City Area Details
Phil Confalone's Ameriprise Financial Services, Inc. Experience November 1998 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1998 - Present

Education
DHS

Rider University

Rider University

Kimberly Davieds Kimberly Davieds Spartanburg, South Carolina Details
Kimberly Davieds's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2013 - Present
Hubbell Lighting  May 2004 - April 2013
Hubbell Lighting  2000 - May 2004
Hubbell Lighting  1997 - 2000

Skills
Product Marketing, Sales Management, Marketing Communications, Sales, Strategic Planning, Marketing, Manufacturing, Team Building, Negotiation, Forecasting, Strategy, Telecommunications, Sourcing, Project Management

Education
Radford University
BS, Marketing Communications

Seth Finkelstein, MBA, CLTC Seth Finkelstein, MBA, CLTC Greater New York City Area Details
Seth Finkelstein, MBA, CLTC's Ameriprise Financial Services, Inc. Experience 2010 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   2010 - Present
Morgan Stanley Smith Barney  2005 - 2010
TRANZACT  2000 - 2002

Education
UCLA Anderson School of Management   1978 — 1980
MBA, Finance

Rochester Institute of Technology   1975 — 1977
BS, Computer Science

Anura Ranasinghe Anura Ranasinghe Manassas, Virginia Details
Anura Ranasinghe's Ameriprise Financial Services, Inc. Experience October 2013 - December 2013
Job Marketing Communications Intern at the International Economic Development Council
Industry Financial Services
Experience
International Economic Development Council  June 2015 - Present
World Bank Group  June 2011 - July 2014
Ameriprise Financial Services, Inc.   October 2013 - December 2013

Skills
Microsoft Excel, Research, Marketing, Microsoft Word, Academic Tutoring, Communication, Economic Development, Asset Management, Retirement Planning, Academic Writing, Data Analysis

Education
University of Virginia   2014 — 2016
BS, Economics

Randolph College   2012 — 2014

Steven Kochenour Steven Kochenour Florence, New Jersey Details
Steven Kochenour's Ameriprise Financial Services, Inc. Experience April 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2003 - Present

Education
Rider University   1998 — 2002
Bachelor of Arts (B.A.), Finance

Steven Hauser Steven Hauser Greater Minneapolis-St. Paul Area Details
Steven Hauser's Ameriprise Financial Services, Inc. Experience March 2011 - November 2012
Job Financial Services Professional at Nylife Securities
Industry Financial Services
Experience
NYLIFE Securities LLC  December 2012 - Present
New York Life Insurance Company  December 2012 - Present
Ameriprise Financial Services, Inc.   March 2011 - November 2012
Tires Plus  2006 - 2010
Gleasons   2003 - 2004

Skills
Retirement Planning, Insurance, Retirement, Financial Advisory, 401k, Strategic Financial..., Life Insurance, 401k Rollovers, Investments, Estate Planning, Term Life Insurance, Risk Management, Financial Services, Wealth Preservation..., wealth transfer..., 401k rollo, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Communication, Education Funding..., Estate Pl, Personal Finance, Public Speaking, Supplements to Employee..., Small Business, Succession Planning, Problem Solving, Networking, Key Person Insurance, Grandchild Gifting, Gifting Strategies, Legacy Planning, Variable Annuities, Financial Planning

Education
Rasmussen College-Minnesota   2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General

Eastview High School   2001 — 2004
High School, General

Jane Pyle Jane Pyle San Francisco Bay Area Details
Jane Pyle's Ameriprise Financial Services, Inc. Experience 1996 - 2000
Job Payroll Specialist at Hearsay Social, Inc.
Industry Investment Management
Experience
Hearsay Social, Inc.   March 2015 - Present
Prince of Peace Lutheran Church  2011 - Present
Skyhigh Networks  April 2013 - January 2014
Ameriprise Financial Services, Inc.   1996 - 2000
Raychem part of Tyco Electronics   1994 - 1996

Skills
Nonprofits, Public Speaking, Microsoft Excel, Fundraising, Strategic Planning, Team Leadership, Microsoft Office, Budgets, Leadership, Community Outreach, Customer Service, Volunteer Management, QuickBooks, Non-profit Leadership, Team Building

Education
Loyola University of Chicago - Graduate School of Business   1987 — 1988
MBA, Finance

University of Wisconsin-Madison   1982 — 1986
BS, Economics

Bob Nesbitt Bob Nesbitt Greater Minneapolis-St. Paul Area Details
Bob Nesbitt's Ameriprise Financial Services, Inc. Experience June 1997 - January 2000
Job Consultant at Wells Fargo Bank
Industry Computer Software
Experience
Wells Fargo Bank  October 2011 - Present
Bank of America  September 2010 - June 2011
RBC Dain  September 2007 - June 2008
Ameriprise Financial Services, Inc.   June 1997 - January 2000

Education
Mankato Technical college

Rochester Community and Technical College

Charles Bingham Charles Bingham Houston, Texas Area Details
Charles Bingham's Ameriprise Financial Services, Inc. Experience October 2009 - April 2010
Job Wealth Manager
Industry Financial Services
Experience
Sunbelt Securties, Inc.   April 2010 - Present
Ameriprise Financial Services, Inc.   October 2009 - April 2010
Ameriprise Financial Services, Inc.   2005 - April 2010
Rice University Mathematics Department   August 2002 - April 2005

Skills
Alternative Investments, Private Placements, Retirement Planning, Investment Management, Estate Planning

Education
Rice University   2002 — 2005
M.A., Mathematics

Texas Christian University   1998 — 2002
B.S., Economics & Mathematics

Lance J. Johnson Lance J. Johnson Portland, Oregon Area Details
Lance J. Johnson's Ameriprise Financial Services, Inc. Experience January 1993 - Present
Job Platinum Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1993 - Present

Education
Rochester Institute of Technology   1986 — 1991
BS, Finance

Daniel Bernard Daniel Bernard Boston, Massachusetts Details
Daniel Bernard's Ameriprise Financial Services, Inc. Experience May 2010 - December 2012
Job Senior Compliance Advisor at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  January 2013 - Present
Ameriprise Financial Services, Inc.   May 2010 - December 2012
Bank of America  November 2009 - May 2010
Columbia Management Services, Inc   May 2007 - October 2009
Columbia Management Services, Inc   August 2006 - April 2007
Columbia Management Services, Inc   September 2005 - July 2006
Columbia Management Services, Inc   January 2005 - August 2005

Skills
Microsoft Excel, Microsoft Word, Visio

Education
Quinnipiac University   1999 — 2003
Bachelor of Arts (BA), Political Science and Government, 3.4

University College Cork   2002 — 2002
Studied abroad spring semester 2002, 4.5

Eugene Balakirov CRPC®, AAMS® Eugene Balakirov CRPC®, AAMS® Houston, Texas Area Details
Eugene Balakirov CRPC®, AAMS®'s Ameriprise Financial Services, Inc. Experience January 2003 - Present
Job Financial Advisor
Industry Internet
Experience
Ameriprise Financial Services, Inc.   January 2003 - Present
AXA Advisors  June 2001 - December 2002
Eutex Enterprises Inc.   May 1995 - December 2002
RAPCO Overseas Inc.   June 1992 - May 1997
RAPCO LTD   June 1992 - May 1997
NEFTEKOM HOLDING   1991 - 1994

Education
Rice University   2004 — 2005
Certification, Financial Planning

Moscow University of Chemical Engineering   1968 — 1972
Bachelor of Science in Chemical Engineering (Plastics), Chemical Engineering

Jason Dunn, CRPC® Jason Dunn, CRPC® Washington D.C. Metro Area Details
Jason Dunn, CRPC®'s Ameriprise Financial Services, Inc. Experience January 1996 - Present
Job Chartered Retirement Planning Counselor (sm) & Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1996 - Present

Education
Radford University - College of Business and Economics   1991 — 1995
Business, Finance

Radford University - College of Business and Economics
Finance, General

Jacob Cummings, CFP®, MBA Jacob Cummings, CFP®, MBA Kansas City, Missouri Area Details
Jacob Cummings, CFP®, MBA's Ameriprise Financial Services, Inc. Experience October 2006 - September 2013
Job Financial Advisor with McInnes Wealth Management, LLC
Industry Financial Services
Experience
McInnes Wealth Management, LLC   September 2013 - Present
Ameriprise Financial Services, Inc.   October 2006 - September 2013
Cummings Contracting, Inc.   July 1993 - December 2006

Skills
Retirement Planning, Investments, Small Business, Estate Planning, Financial Analysis, Finance, Financial Advisory, Asset Management, Succession Planning, Insurance, Financial Planners, Retirement, Public Speaking, Project Management, Management, Financial Services, Budgets, Strategic Planning, Budget, Asset Managment, Wealth Management, Securities, FINRA, Strategic Financial..., Series 7, 401k

Education
Rockhurst University   2005 — 2006
MBA, International Business, Management, and Accounting

University of Central Missouri   1997 — 2003
BSBA, Management and Marketing

Bishop Miege

Mark Gurley, CFP® ChFC® MBA Mark Gurley, CFP® ChFC® MBA Washington D.C. Metro Area Details
Mark Gurley, CFP® ChFC® MBA's Ameriprise Financial Services, Inc. Experience 1995 - Present
Job Private Wealth Advisor, Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1995 - Present

Education
George Mason University - School of Business   1994 — 1995
MBA, Finance

Randolph-Macon College   1988 — 1992
BA, Business & Economics

George Pinkerton, MBA, CRPC® George Pinkerton, MBA, CRPC® New York, New York Details
George Pinkerton, MBA, CRPC®'s Ameriprise Financial Services, Inc. Experience 2012 - Present
Job Financial Advisor, Chartered Retirement Planning Counselor (SM) at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2012 - Present
Merrill Lynch  December 2009 - December 2011

Education
Queens University of Charlotte   1999 — 2002
MBA, Leadership

Winthrop University   1992 — 1994
MA Teaching, Secondary Social Studies

University of South Carolina-Columbia   1976 — 1981

Alexander Voils Alexander Voils Greater San Diego Area Details
Alexander Voils's Ameriprise Financial Services, Inc. Experience May 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2008 - Present

Education
Regis University   1994 — 2000
Business, Philosophy

Brebeuf Prep.

Nicholas Fioraliso Nicholas Fioraliso Greater New York City Area Details
Nicholas Fioraliso's Ameriprise Financial Services, Inc. Experience July 2007 - August 2007
Job Cancer Service Program Coordinator at New York Hospital of Queens
Industry Hospital & Health Care
Experience
New York Hospital Queens  June 2015 - Present
Henry Schein  April 2010 - June 2015
Henry Schein  December 2009 - March 2010
Pall Corporation  October 2009 - November 2009
Albrecht, Viggiano, Zureck & Company, P.C.   July 2008 - August 2008
Dvirka and Bartilucci Environmental Engineers   July 2006 - August 2008
Ameriprise Financial Services, Inc.   July 2007 - August 2007

Skills
JD Edwards, Outlook, Microsoft Excel, Customer Service, Microsoft Office, Access, PowerPoint, Microsoft Word, Spreadsheets, Process Improvement, Lotus Notes, Training

Education
Quinnipiac University   2005 — 2009
Bachelor of Science (BS), Finance and Financial Management Services

Jeannie Otterness Jeannie Otterness Greater Los Angeles Area Details
Jeannie Otterness's Ameriprise Financial Services, Inc. Experience January 1995 - June 2000
Job Owner
Industry Real Estate
Experience
Otterness Investments   July 2010 - Present
Shaklee Corporation  March 2009 - Present
Ameriprise Financial Services, Inc.   January 1995 - June 2000

Skills
Supplements, Nutrition, Wellness, Customer Service, Social Media, Public Speaking, Investment Properties, Team Building, Small Business, Home Based Business, Personal Development, Marketing, Social Networking, Online Marketing, Coaching, Entrepreneurship, Real Estate, Start-ups, Social Media Marketing, Weight, Selling, Web Marketing, Wellness Coaching, Lifestyle, Online Advertising, Investors, Sports Nutrition, Lifestyle Coaching, Foreclosures, Real Estate Transactions, REO, Single Family Homes, Real Estate Investor, Buyers, Short Sales, Sellers, Residential Homes, First Time Home Buyers, Condos, Relocation, Property, New Home Sales, Buyer Representation, HUD, Fitness, Seniors, Real Property, New Homes, FHA, SFR

Education
Riverside Community College

Western High School

Camille Hernandez-Burt Camille Hernandez-Burt Greater New York City Area Details
Camille Hernandez-Burt's Ameriprise Financial Services, Inc. Experience August 2006 - November 2008
Job Financial Services Representative at Jaraiedi Financial an office of MetLife
Industry Financial Services
Experience
Jaraiedi Financial an office of MetLife   August 2014 - Present
PNC Bank  July 2009 - July 2014
Ameriprise Financial Services, Inc.   August 2006 - November 2008
Merrill Lynch  September 2003 - August 2006

Skills
Series 7, Notary Public, series 66, NJ Insurance (Life,...

Education
Rider University   2002 — 2003

The University of New Mexico   1999 — 2002
Business Administration

Chad D. Meisner, CFP® Chad D. Meisner, CFP® Greater Atlanta Area Details
Chad D. Meisner, CFP®'s Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor | Associate Vice President | CERTIFIED FINANCIAL PLANNER(TM) |
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2009 - Present
Smith Barney  January 2005 - April 2009
A.G. Edwards & Sons, Inc.   January 1996 - January 2005

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Finance, Estate Planning, Financial Services, Retirement, Tax, Series 7, Mutual Funds, Asset Allocation, Investment Advisory

Education
Roger Williams University   1990 — 1994
Bachelor of Science, Business Administration

Minnechaug Regional High School   1986 — 1990

Daniel Kruse Daniel Kruse Waterloo, Iowa Area Details
Daniel Kruse's Ameriprise Financial Services, Inc. Experience 1996 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1996 - Present

Education
University of Northern Iowa   1985 — 1992
BA, Human Resources Management and Services

Rochester Community and Technical College

Joan Coke,CFP®,CLU®,ChFC® Joan Coke,CFP®,CLU®,ChFC® Ocala, Florida Area Details
Joan Coke,CFP®,CLU®,ChFC®'s Ameriprise Financial Services, Inc. Experience July 1986 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1986 - Present

Education
Queens College   1973 — 1985
BA, Psychology

Cheryl Viker Cheryl Viker Greater Minneapolis-St. Paul Area Details
Cheryl Viker's Ameriprise Financial Services, Inc. Experience October 2009 - October 2010
Job Associate Creative Director at Hanley Wood Marketing
Industry Marketing and Advertising
Experience
Hanley Wood Marketing  January 2015 - Present
Freelance  2006 - 2015
OrangeSeed Design   November 2010 - March 2011
Ameriprise Financial Services, Inc.   October 2009 - October 2010
Beganik Strategy + Design   June 2008 - June 2009
Wunderman  January 2001 - September 2006
Freelance  1998 - 2000
Ross Culbert & Lavery, Inc.   1993 - 1998

Skills
Brand Management, Corporate Identity, Photography, Creative Direction, Art Direction, Typography, Graphic Design, Layout, Brand Development, Art, Advertising

Education
Rochester Institute of Technology
BFA, Graphic Design

Michael Subhan Michael Subhan Greater New York City Area Details
Michael Subhan's Ameriprise Financial Services, Inc. Experience March 1998 - December 2002
Job Vice President Marketing at Thirstie
Industry Venture Capital & Private Equity
Experience
Thirstie  June 2015 - Present
Naya Ventures  June 2015 - Present
Avlino Inc.   2015 - Present
SnapOne, Inc.   December 2010 - June 2015
SnapOne, Inc.   June 2010 - December 2010
Ecendant Interactive/Fraser Wallace Advertising   February 2009 - June 2010
Heritage Homes Group  March 2007 - December 2008
Legacy Group  January 2003 - March 2007
Ameriprise Financial Services, Inc.   March 1998 - December 2002

Skills
Mobile Marketing, Multi-channel Marketing, Marketing Strategy, Interactive Marketing, Online Advertising, Mobile Advertising, Brand Development, Public Relations, Customer Acquisition, Event Management, Management, Web Analytics, Strategic Partnerships, Email Marketing, Strategic Communications, Marketing Communications, E-commerce, SEO, Strategy, Website Development, Start-ups, Facebook, Product Marketing, Social Media Marketing, Budgets, Advertising, Marketing, Business Development, Media Buying, SEM, Account Management, Mobile Devices, Market Research, Analytics, Brand Management, Mobile Applications, Web Marketing, Online Marketing, Lead Generation, Digital Marketing, Competitive Analysis, Brand Awareness, Digital Strategy, Direct Marketing, Integrated Marketing, Product Management, Sales, Mobile Internet, Digital Media, PPC

Education
Rider University

University of Arizona

Emily Cheng Emily Cheng Greater Boston Area Details
Emily Cheng's Ameriprise Financial Services, Inc. Experience August 2012 - May 2013
Job Investor Services Associate at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  May 2013 - Present
Ameriprise Financial Services, Inc.   August 2012 - May 2013
Reliable Tax Services   May 2012 - August 2012
Rochester Institute of Technology  September 2011 - May 2012
Luxottica Group  September 2011 - November 2011
College Fashionista  May 2011 - August 2011
H&R Block  December 2010 - March 2011

Skills
Microsoft Office, Social Media, Time Management, Team Leadership, Analysis, Customer Service, QuickBooks, Accounting, Microsoft Excel, Leadership, Research, Budgets, Problem Solving, Fashion, Financial Analysis, Marketing, Management, Auditing, Strategic Financial..., Stock Market, CRM, Human Resources, Investments, Work Programming, Customer Relations, Tax Preparation, Bloomberg Terminal

Education
Simmons College - Simmons School of Management   2015 — 2017
Master of Business Administration (M.B.A.), Finance

Rochester Institute of Technology   2008 — 2012
Bachelor of Science, Accounting, Finance, Business Management

Theresa Larson Theresa Larson Albert Lea, Minnesota Details
Theresa Larson's Ameriprise Financial Services, Inc. Experience June 2000 - April 2003
Job Business Administration Professional
Industry Financial Services
Experience
Culligan  July 2012 - Present
Edward Jones  2003 - 2012
Ameriprise Financial Services, Inc.   June 2000 - April 2003

Education
Riverland Community College   1989 — 1990
1 yr program, Legal Administrative Assistant/Secretary

Steven Montoya Steven Montoya Attleboro, Massachusetts Details
Steven Montoya's Ameriprise Financial Services, Inc. Experience January 2014 - September 2014
Job Financial Advisor at McAdam Financially Advanced™
Industry Investment Management
Experience
McAdam Financially Advanced™  September 2015 - Present
OPTICOMP Networks   May 2014 - August 2015
Answer is Fitness  March 2008 - August 2015
Ameriprise Financial Services, Inc.   January 2014 - September 2014
Commonwealth Foreign Exchange  May 2013 - August 2013
Rhode Island College  February 2011 - May 2013

Education
Rhode Island College   2010 — 2014
Bachelor of Science (BS), Finance, General

Online Trading Academy   2011 — 2012
Certificate of Completetion, Equities Essentials, FX Essentials, Fixed Income Essentials, Commodities Essentials

Bradley Barrie, CFP®, ChFC® Bradley Barrie, CFP®, ChFC® Greater Chicago Area Details
Bradley Barrie, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience May 1998 - Present
Job Ameriprise Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 1998 - Present
Ameriprise Financial Services, Inc.   August 2008 - Present

Education
Rockford University   1994 — 1998
B.S., Mathematics/Economics

Saul Ellison Saul Ellison Elmont, New York Details
Saul Ellison's Ameriprise Financial Services, Inc. Experience November 2011 - July 2012
Job Student at Quinnipiac University
Industry Investment Banking
Experience
Ben's Kosher Delicatessen-Ben's Restaurant Group   April 2011 - Present
Amway Global  March 2012 - September 2012
Ameriprise Financial Services, Inc.   November 2011 - July 2012

Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, C++, Public Speaking, Debate, Essayist, Digital Photography, Foreign Affairs, Impromptu Speaking, Criminal Law, Food Service, Customer Satisfaction, Budgets, Sales, Microsoft Word, Customer Service, Social Media, Research, Teamwork

Education
Quinnipiac University - School of Business   2013 — 2017
Bachelor of Arts (B.A.), Finance, and Securities Law Minor in International Relations, Freshmen

Elmont Memorial High School   2007 — 2013
New York State Advanced Regents Diploma, Secondary Education, Graduated

Christina Sullivan Christina Sullivan Chanhassen, Minnesota Details
Christina Sullivan's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Client Relationship Specialist at Ameriprise Financial Services, Inc.
Industry Events Services
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Your Story Photography   November 2011 - Present
Country Inn & Suites By Carlson  May 2013 - February 2015

Skills
Portrait Photography, Portraits, Event Photography, Wedding Photography, Digital Photography, Photography, Headshots, Lightroom, Photos, Photo Restoration, Studio Photography, Studio Lighting, Sales, Customer Service, Retail, Hospitality, Commercial Photography, Social Networking, Graphic Design, Social Media, Customer Satisfaction, Event Management

Education
Rochester Community and Technical College

William Carl William Carl Richmond, Virginia Area Details
William Carl's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Finanical Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2015 - Present
Northwestern Mutual  January 2013 - February 2015
C&F Bank  June 2007 - January 2013

Education
Radford University - College of Business and Economics   2005 — 2008
Finance, Economics

Varina High School

Jeffrey N. Vanover, AWMA®, APMA®, AAMS® Jeffrey N. Vanover, AWMA®, APMA®, AAMS® Houston, Texas Area Details
Jeffrey N. Vanover, AWMA®, APMA®, AAMS®'s Ameriprise Financial Services, Inc. Experience October 2009 - January 2012
Job Wealth Advisory | Asset Management
Industry Financial Services
Experience
Kurka, Vanover & Associates a Financial Advisory Practice at Ameriprise Financial Service   October 2009 - Present
Ameriprise Financial Services, Inc.   October 2009 - January 2012
Ameriprise Financial Services, Inc.   March 2009 - October 2009
Ameriprise Financial Services, Inc.   October 2006 - March 2009
Ameriprise Financial Services, Inc.   October 2005 - October 2006
American Express Financial Advisors  August 2004 - October 2005
Temple-Inland  2000 - 2003

Education
Rice University   1999 — 2004
BA, Economics, Human Performance

Charles Speer, AAMS Charles Speer, AAMS Rochester, New York Area Details
Charles Speer, AAMS's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   August 2011 - Present
Edward Jones  September 2000 - August 2011
George S. May International  April 2000 - September 2000
Merrill Lynch & Co., Inc.   August 1998 - April 2000
Morgan Stanley Dean Witter  November 1995 - August 1998
The DuBois Press / Cohber Press Inc.   September 1979 - November 1995

Education
Rochester Institute of Technology   1975 — 1979
BS, Business Administration, Marketing, Finance

Eastridge High School   1971 — 1975

Jerry Fuller CFP®, MBA Jerry Fuller CFP®, MBA Kansas City, Missouri Area Details
Jerry Fuller CFP®, MBA's Ameriprise Financial Services, Inc. Experience June 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2009 - Present
Wachovia Securities Financial Network  January 2008 - June 2009
A.G. Edwards   March 2005 - January 2008
Edward Jones  August 1999 - March 2005

Education
Rockhurst University   1980 — 1982
MBA, Executive Fellows

University of Missouri-Columbia   1970 — 1973
Masters of Science, Civil Engineering

University of Missouri-Rolla   1965 — 1969
Bachelors of Science, Civil Engineering

NKC High School

Andy Rampersaud Andy Rampersaud Orlando, Florida Area Details
Andy Rampersaud's Ameriprise Financial Services, Inc. Experience May 2002 - May 2010
Job CRPC, Independent Wealth Manager
Industry Financial Services
Experience
Rampersaud Wealth Management   July 2014 - Present
Cambridge Investment Research  May 2010 - July 2014
Ameriprise Financial Services, Inc.   May 2002 - May 2010

Skills
Retirement Planning, Estate Planning, Series 7, Finance, Wealth, Variable Annuities, Personal Financial..., Investments, Fixed Annuities, Insurance, Long-term Care, Small Business, Personal Finance, Education Funding, Mutual Funds, Asset Allocation, Protection..., Investment Advisory, IRAs, 401k Rollovers, Term Life Insurance, Alternative Investments, Portfolio Management, Retirement, Financial Advisory, Financial Planning, Asset Management, Securities, Financial Services

Education
College for Financial Planning
CRPC, Retirement Planning

Queens College
Business

Lisa Kern CFA,CFP® Lisa Kern CFA,CFP® Richmond, Virginia Details
Lisa Kern CFA,CFP®'s Ameriprise Financial Services, Inc. Experience January 1983 - December 1989
Job Senior Vice President InvestmentsFinancial Advisor Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  February 2013 - Present
Davenport & Company LLC  February 1996 - February 2013
Kanawa Capital Management   January 1994 - January 1996
Crestar Trust Investment Management Group   December 1989 - December 1993
Ameriprise Financial Services, Inc.   January 1983 - December 1989

Education
Virginia Commonwealth University - School of Business   1988 — 1991
MBA, Finance-Real Estate Urban Land Development

Randolph-Macon College   1978 — 1982
BA, Political Science

Jami Saccomanno Jami Saccomanno Greater Chicago Area Details
Jami Saccomanno's Ameriprise Financial Services, Inc. Experience August 2005 - September 2006
Job Supervising Associate at Ernst & Young
Industry Financial Services
Experience
Ernst & Young  January 2012 - Present
Credit Suisse  July 2007 - January 2012
VALIC  September 2006 - June 2007
Ameriprise Financial Services, Inc.   August 2005 - September 2006

Skills
Client Services, Trade Execution, Alternative Investments

Education
Quinlan School of Business, Loyola University Chicago   2008 — 2010
MBA, Finance

University of Illinois at Urbana-Champaign   2001 — 2005
BA, Economics

Maine South   1998 — 2001

Frederick Ernest Casper Jr., CFP, MBA, CRPC Frederick Ernest Casper Jr., CFP, MBA, CRPC Baltimore, Maryland Area Details
Frederick Ernest Casper Jr., CFP, MBA, CRPC's Ameriprise Financial Services, Inc. Experience August 2004 - Present
Job Financial Advisor | CERTIFIED FINANCIAL PLANNER at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2004 - Present
Hoechst Celanese & Agfa Corporation   August 1980 - December 2003

Education
Mount Saint Mary's University   1997 — 2001
MBA, Finance

Rochester Institute of Technology   1976 — 1980
Bachelor of Science, Printing Management

Cindy Ramsay Cindy Ramsay Greater Boston Area Details
Cindy Ramsay's Ameriprise Financial Services, Inc. Experience 2001 - Present
Job Office Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2001 - Present
Stop & Shop Supermarket Company  1989 - 2002
Hazeltine Corporation  1988 - 1989

Education
University of Massachusetts Boston   1995 — 1997
MEd, Instructional Design

Rider University   1983 — 1987
BS, Human Resource Management

Jordan Kelly Jordan Kelly Danville, Virginia Area Details
Jordan Kelly's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Senior Investment Analyst at SMIPO, Intern at Ameriprise Financial
Industry Financial Services
Experience
RU Student Managed Investment Portfolio   September 2014 - Present
Ameriprise Financial Services, Inc.   September 2014 - Present
The CIT Group  June 2014 - August 2014

Skills
Economics, Financial Accounting, Investments, Finance, Microsoft Excel, Data Analysis, Research

Education
Radford University - College of Business and Economics   2012 — 2015
Bachelor's Degree, Economics, Senior

Whitney Massey [LION] Whitney Massey [LION] Roanoke, Virginia Area Details
Whitney Massey [LION]'s Ameriprise Financial Services, Inc. Experience September 2011 - May 2012
Job Branch Operations Manager at Market Square Advisors
Industry Financial Services
Experience
Delta Sigma Pi  September 2015 - Present
Level Four Advisory Services, LLC  September 2013 - Present
Market Square Advisors   September 2013 - Present
Delta Sigma Pi  June 2013 - Present
Red Robin  July 2007 - March 2015
Valley Financial Solutions   July 2012 - September 2013
Ameriprise Financial Services, Inc.   September 2011 - May 2012

Skills
Customer Service, Financial Analysis, Time Management, PowerPoint, Sales, Data Analysis, Microsoft Word, Access, Microsoft Excel, Leadership, Social Networking, Insurance, Investments, Data Entry, Microsoft Office, Marketing, Project Planning, Facebook, Finance, Outlook, Social Media, Teamwork

Education
Radford University - College of Business and Economics   2008 — 2012
Bachelors of Business Administration, Finance

Andrew Liebler Andrew Liebler Greater Minneapolis-St. Paul Area Details
Andrew Liebler's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Business System Analyst at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
Genesis10  November 2013 - July 2014
Buffalo Wild Wings  June 2013 - August 2013

Skills
Business Analysis, Project Management, Visual Basic, XLMiner, Visio, MySQL, Access, SharePoint, Microsoft Office, Microsoft Excel, PowerPoint, Windows, Mac OS, Photoshop, HTML, HTML 5, CSS, Programming, Databases, Requirements Gathering, Requirements Analysis, CSS3, JavaScript, Vendor Management, Adobe Creative Suite

Education
University of Minnesota-Twin Cities   2010 — 2013
Management Information Systems BSB, Management Information Systems, General

Queensland University of Technology   2012 — 2012

University of Technology, Sydney   2012 — 2012

Ximena Restrepo Ximena Restrepo Milwaukee, Wisconsin Details
Ximena Restrepo's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Director of Projects at Ancilla Partners, Inc.
Industry Health, Wellness and Fitness
Experience
Ancilla Partners, Inc.   January 2015 - Present
United Way of Dane County  July 2014 - November 2014
WHIO - Wisconsin Health Information Organization   May 2013 - May 2014
BluePages.MD and Healthy Magazine   2012 - January 2013
Miami Comprehensive Medicine Group   January 2012 - October 2012
ACAMS  2007 - 2012
Ameriprise Financial Services, Inc.   2006 - 2007
Helm Bank  2004 - 2005
Rainforest Distribution LLC   January 2003 - December 2004

Skills
Salesforce.com, Account Management, Sales, Email Marketing, Lead Generation, Social Media Marketing, Marketing Communications, Advertising, Business Development, Strategic Partnerships, Customer Service, Office Administration, EHR, Medical Records, Human Resources, Training, Leadership, Management, Strategic Planning, Marketing, Project Management, Team Building, Public Speaking, Program Management

Education
Regis University   2014 — 2015
Master's degree, Health/Health Care Administration/Management

MDC and Regis University
BS, Health/Health Care Administration/Management

Tenisha Pruitt MBA HRM Tenisha Pruitt MBA HRM Phoenix, Arizona Area Details
Tenisha Pruitt MBA HRM's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Auto NonInjury Claims Adjuster
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
USAA  June 2013 - October 2014
USAA  June 2012 - June 2013
Arizona Women's Education & Employment (AWEE)   April 2012 - May 2012
Arnold Scott Harris, P.   June 2011 - February 2012
Meyer & Njus, P.A.   July 2009 - April 2010
City Colleges of Chicago  March 2009 - December 2009
Allstate Insurance Company  May 2008 - November 2008
Affirmative Insurance Company  May 2007 - May 2008
United Services Automobile Association  February 2004 - February 2007

Skills
Docketing, Proofreading, Court Filing, Corporate Law, Customer Service, Research, Insurance, Compliance, Training, Time Management, Teamwork, Team Building, Sales, PowerPoint, Program Management, Policy, Public Speaking, Legal Writing, Leadership, Management, Microsoft Excel, Outlook, Administrative..., Call Centers, Filing

Education
Robert Morris University   2009 — 2012
MBA, Management & Human Resources, 3.33

Robert Morris University   2008 — 2009
BS, Professional Studies; Paralegal

Robert Morris University   2002 — 2003
AAS, Paralegal Studies

Kim Do Kim Do Washington, District Of Columbia Details
Kim Do's Ameriprise Financial Services, Inc. Experience September 2012 - December 2012
Job FINCA International
Industry Financial Services
Experience
FINCA International  August 2015 - Present
IntelligentUAS (www.1uas.com)   April 2014 - December 2014
City First Bank of DC  August 2013 - April 2014
Ameriprise Financial Services, Inc.   September 2012 - December 2012
Auditing and Accounting Financial Consultancy Service Company Limited   May 2012 - August 2012
Illinois Wesleyan University  January 2012 - May 2012
Studio Roanoke   May 2011 - August 2011

Skills
Market Research, Research, QGIS, Economics, Microsoft Office, PowerPoint, Fundraising, Data Analysis, Public Speaking, Social Media, Editing, Program Management, Budgets, Team Leadership, Business Analysis, Business Strategy, Accounting, Logistics Management, Non-profits, International Relations, Financial Analysis, Corporate Finance, Marketing Plan Creation, International Business..., Financial Statement..., Economic Research, Banking, QuickBooks, Banktel

Education
Randolph-Macon Woman's College   2010 — 2013
Bachelor of Arts (B.A.), Economics

Donna Meyring, CBAP Donna Meyring, CBAP Greater Minneapolis-St. Paul Area Details
Donna Meyring, CBAP's Ameriprise Financial Services, Inc. Experience May 2011 - June 2012
Job Business Systems Consultant, AVP at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage  June 2013 - Present
Medtronic  November 2012 - April 2013
Best Buy  June 2012 - November 2012
Ameriprise Financial Services, Inc.   May 2011 - June 2012
The Lacek Group  2012 - 2012
IIBA Minneapolis St Paul Chapter  February 2011 - August 2011
Thomson Reuters  February 2011 - May 2011
RBS Citizens Financial Group  July 2010 - February 2011
Doreen Evans Associates  March 2010 - September 2010
Tek Systems  November 2009 - March 2010

Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Documentation, Analysis, Requirements Management, Business Requirements, Use Case Analysis, Business Process, Process Improvement, Project Planning, Software Documentation, Project Management, Visio, Management

Education
University of Massachusetts at Lowell   2007 — 2008
Bachelor of Science, Information Technology

Rensselaer Polytechnic Institute   2004 — 2005
Architecture

State University of New York at Albany   1994 — 1998
Bachelor of Arts, English

Candace Watters Candace Watters Oshkosh, Wisconsin Area Details
Candace Watters's Ameriprise Financial Services, Inc. Experience July 2013 - November 2014
Job Branch Team Leader at SEEK Careers and Staffing
Industry Human Resources
Experience
SEEK Careers/Staffing  August 2015 - Present
SEEK Careers/Staffing  December 2014 - August 2015
Toastmasters International  June 2014 - November 2014
Ameriprise Financial Services, Inc.   July 2013 - November 2014
Pitney Bowes  April 2011 - July 2013
Nielsen  August 2010 - April 2011
Charter Communications  July 2008 - August 2009

Skills
Customer Service, Call Center, Sales, Customer Retention, Data Entry, Microsoft Office, Cold Calling, Leadership, Telephone Skills, Human Resources, Training, Customer Experience, Account Management, PowerPoint, Sales Process, Customer Satisfaction, Insurance, Administrative..., Microsoft Excel, Microsoft Word, Teamwork, Administrative...

Education
Rasmussen College   2015 — 2016
Bachelor of Human Resources Management and Leadership Development, Human Resources Management/Personnel Administration, Leadership Development, Junior

Fox Valley Technical College   2012 — 2014
Associates, Human Resources Management, 3.82 GPA

Ellen McInerney Ellen McInerney Chicago, Illinois Details
Ellen McInerney's Ameriprise Financial Services, Inc. Experience May 2010 - August 2010
Job Associate at Invoyent
Industry Management Consulting
Experience
Invoyent  August 2015 - Present
Optum  July 2011 - July 2014
Ameriprise Financial Services, Inc.   May 2010 - August 2010
RBC Wealth Management  January 2009 - May 2010

Skills
Financial Modeling, Analysis, Data Analysis, Analytics, Process Improvement, Access, Business Intelligence, Project Management, Financial Analysis, PowerPoint, Customer Service, Microsoft Excel, Management

Education
University of Minnesota - Carlson School of Management   2007 — 2011
Bachelor of Science in Business, Finance & Marketing

Queensland University of Technology   2011 — 2011

University of Pennsylvania - The Wharton School   2014 — 2014

Jason Bilyeu Jason Bilyeu Greater Minneapolis-St. Paul Area Details
Jason Bilyeu's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Regional Sales Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2015 - Present
Ameriprise Financial Services, Inc.   March 2008 - April 2015
Ameriprise Financial Services, Inc.   March 1998 - March 2008

Skills
Series 7, Investments, Wealth Management, Retirement Planning

Education
Rainy River Community College   1991 — 1993
Associate of Arts (A.A.)

Carolyn Savage Ragan Carolyn Savage Ragan Greater Philadelphia Area Details
Carolyn Savage Ragan's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Client Service Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2012 - Present
Ameriprise Financial Services, Inc.   June 2008 - August 2012
The Hartford  January 2007 - June 2008

Skills
Insurance, Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Series 6, Financial Services

Education
Rider University   2001 — 2005
Bachelor of Arts, English

Monique Palmer Monique Palmer Plano, Texas Details
Monique Palmer's Ameriprise Financial Services, Inc. Experience October 2005 - March 2008
Job Executive Assistant/Coordinator for At Home LLC
Industry Retail
Experience
At Home LLC   September 2013 - Present
Duff & Phelps  March 2008 - September 2013
Ameriprise Financial Services, Inc.   October 2005 - March 2008

Skills
Office Administration, Event Planning, Project Coordination, Staff Supervision, Recruiting, Executive..., Property Tax

Education
The University of Texas at Dallas   1999 — 2001
Bachelor of Arts (BA), Literary Studies

Richland College   1997 — 2001
Associate of Arts (AA)

Adam Levi Adam Levi Redlands, California Details
Adam Levi's Ameriprise Financial Services, Inc. Experience 2012 - April 2015
Job Operations Associate at Anderson Financial Management Group, Centaurus Financial
Industry Financial Services
Experience
Anderson Financial Management Group, Centaurus Financial, California Insurance # 0I20441   April 2015 - Present
Ameriprise Financial Services, Inc.   2012 - April 2015
Levi Landscape Corp.   2008 - 2012
John Elway Toyota   2008 - 2009
Moss Bros Auto Group  October 2006 - January 2008
Raceway Ford  June 2004 - October 2006

Education
University of California, Riverside   2013 — 2015
Bachelor’s Degree, Economics, Summa Cum Laude

Riverside Community College District   2011 — 2013
General Studies

Jean Haynes Jean Haynes Glen Allen, Virginia Details
Jean Haynes's Ameriprise Financial Services, Inc. Experience June 2001 - April 2005
Job Manager, Human Resources and Administrative Services at DriveFactor
Industry Information Services
Experience
DriveFactor   May 2011 - Present
Circuit City  September 2007 - March 2009
Capital One  April 2005 - September 2007
Ameriprise Financial Services, Inc.   June 2001 - April 2005
Allen, Allen, Allen, & Allen   June 1999 - June 2001
Bank of America  January 1997 - June 1999

Skills
Human Resources, Vendor Management, Hiring, Process Improvement, Leadership, Customer Service, Administrative..., Customer Satisfaction, Strategic Planning, Team Building, Event Planning, Program Management, Payroll, Recruiting, Problem Solving, Inventory Management, Time Management, Employee Relations, Invoicing, Process Scheduler, Management, Vendor Relations, Administrative Support, Customer Relations, Accounts Payable, QuickBooks, Word, PowerPoint, Microsoft Excel, Lotus Notes

Education
Virginia Commonwealth University   2000 — 2002
Fine Arts

Richard Bland College of the College of William and Mary   1997 — 1999

Lloyd C. Bird Highschool   1994 — 1996

Broad Run Highschool   1992 — 1994

Jamie Jansen Jamie Jansen Kaukauna, Wisconsin Details
Jamie Jansen's Ameriprise Financial Services, Inc. Experience March 2012 - June 2013
Job eCommerce Associate at Eagle Graphics
Industry Design
Experience
Eagle Graphics  April 2015 - Present
JSJ Designs Plus   September 2014 - Present
Toy's For Trucks   March 2015 - April 2015
J.J Keller & Associates   June 2013 - June 2014
Ameriprise Financial Services, Inc.   March 2012 - June 2013
AT&T  September 2009 - March 2012
Coldwell Banker The Real Estate Group, Inc.   September 2004 - December 2009

Skills
Web Design, Graphic Design, Computer Graphics, First Time Home Buyers, Graphic Arts, Customer Service, Inventory Management, Foreclosures, Negotiation, Short Sales, Sellers, Relocation, Residential Homes, Real Estate, Buyer Representation, REO, Contract Negotiation, Investment Properties, Condos, Referrals, Investors, Adobe Creative Suite

Education
Rasmussen College   2012 — 2014
Multimedia Technology of Applied Science, Web Design, 3.75 GPA

Fox Valley Technical College

Jonathan Esposito Jonathan Esposito Greater Minneapolis-St. Paul Area Details
Jonathan Esposito's Ameriprise Financial Services, Inc. Experience November 2009 - August 2012
Job Service Delivery Manager at Tata Consultancy Services
Industry Financial Services
Experience
Tata Consultancy Services  June 2015 - Present
UnitedHealth Group  February 2014 - February 2015
Univita Health Inc  September 2012 - November 2013
Ameriprise Financial Services, Inc.   November 2009 - August 2012
Ameriprise Financial Services, Inc.   June 2007 - November 2009
Target Corporation  March 2006 - June 2007
IBM  January 2004 - March 2006
Microsoft Corporation  2002 - 2004
Citigroup  1999 - 2001
IKON Office Solutions  1997 - 1998

Skills
IT Strategy, Disaster Recovery, Security, Active Directory, Virtualization, Identity Management, Project Management, Infrastructure, Directory Services, Leadership, System Deployment, Windows Server, Information Security, Software Documentation, System Architecture, Microsoft SQL Server, Management, Unix, Microsoft Technologies, Vendor Management, Deployment, SDLC, Enterprise Architecture, Business Analysis, Requirements Gathering, Integration

Education
Rochester Institute of Technology

Jill Strickland Jill Strickland Minneapolis, Minnesota Details
Jill Strickland's Ameriprise Financial Services, Inc. Experience March 2009 - June 2009
Job Executive Administrative Assistant at Donaldson LATAM
Industry Information Technology and Services
Experience
Donaldson LATAM   March 2014 - Present
Best Buy  December 2012 - March 2014
Ameriprise Financial  March 2007 - September 2012
Ameriprise Financial Services, Inc.   March 2009 - June 2009

Skills
Outlook, Microsoft Excel, Microsoft Office, Process Improvement, Human Resources, Training, Customer Service, Administrative..., Microsoft Word, Change Management, PeopleSoft, Visio, PowerPoint, Leadership, Administrative..., Public Speaking

Education
Rasmussen College   1995 — 1996
Legal Secretary, Law

John McDonough John McDonough Spring, Texas Details
John McDonough's Ameriprise Financial Services, Inc. Experience February 2001 - September 2001
Job John McDonough is a Financial Advisor specializing in Wealth Preservation, Business Planning, & College Funding.
Industry Financial Services
Experience
College Funding Evolution, Inc.   May 2015 - Present
Cool Springs Financial   January 2014 - Present
The Studemont Group, LP   June 2011 - Present
Studemont Group College Funding Solutions, LLC   June 2011 - Present
First Financial Resources, LLC   March 2011 - Present
Granite Harbor Advisors (Division of AXA Advisors, LLC)   November 2010 - June 2011
AXA Advisors  September 2001 - November 2010
Ameriprise Financial Services, Inc.   February 2001 - September 2001
Merrill Lynch  January 2000 - May 2001

Skills
Principal protection, Life insurance, Investment Advisory, Annuities, Financial Planning, Estate Planning, College Funding..., Strategy, Leadership, Investments, Finance, Insurance, Management, Financial Services, Financial Advisory, Marketing Strategy, Marketing, Sales, Public Speaking, Social Media Marketing, Social Media

Education
University of North Carolina at Charlotte   1997 — 2001
BSBA, Marketing

University of North Carolina at Charlotte - Belk College of Business   1997 — 2001
Business, Marketing

Rice University
Certified Financial Planning Coursework

Serena Hutton Serena Hutton Greater New York City Area Details
Serena Hutton's Ameriprise Financial Services, Inc. Experience May 2013 - July 2013
Job Associate Account Executive at STEINREICH COMMUNICATIONS
Industry Public Relations and Communications
Experience
STEINREICH COMMUNICATIONS  May 2015 - Present
STEINREICH COMMUNICATIONS  February 2015 - May 2015
BurrellesLuce  November 2013 - February 2015
BurrellesLuce  July 2013 - November 2013
Ameriprise Financial Services, Inc.   May 2013 - July 2013
[project one] media group   August 2012 - June 2013
Central Jersey Oncology   January 2011 - April 2013
LFB Media Group  January 2012 - April 2012
Pathmark Stores, Inc.   February 2010 - January 2011
Shoprite  September 2007 - January 2010

Skills
Social Media, Microsoft Word, Event Planning, Facebook, Microsoft Office, PowerPoint, Customer Service, Research, Public Relations, Social Networking, Media Relations, Microsoft Excel, Press Releases, Social Media Marketing, Time Management, Blogging, Data Entry, Public Speaking, Outlook, Computer Software...

Education
Rutgers State UniversitySchool of Communication & Information   2011 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies

Rutgers, The State University of New Jersey-New Brunswick   2011 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies

Sussex County Community College   2010 — 2010
Associates Degree, Sociology

Raritan Valley Community College

hunterdon central

Chloe Willis Chloe Willis Wytheville, Virginia Details
Chloe Willis's Ameriprise Financial Services, Inc. Experience May 2014 - August 2014
Job Helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams!
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   May 2014 - August 2014
Miss Virginia Organization   December 2013 - May 2014
Ruby Tuesday  2011 - 2013

Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, Budgets, Strategic Planning, Research, Windows, Public Speaking, Time Management, Data Entry, Teamwork, Social Networking, Event Planning, Leadership, Social Media, Customer Satisfaction, Editing, Team Leadership, Sales, Team Building, Data Analysis, Management, Event Management, Marketing, Human Resources, Community Outreach, Critical Thinking, Leadership Development, Recruiting, Advertising, Social Media Marketing, Project Planning, Telephone Skills, Employee Relations, Project Management, Facebook

Education
Roanoke College   2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.2

Roanoke College   2011 — 2014
Bachelors of Business Administration, Business Administration and Management, General

Kaleb Lindsey Kaleb Lindsey Minneapolis, Minnesota Details
Kaleb Lindsey's Ameriprise Financial Services, Inc. Experience March 2011 - October 2013
Job Financial Sales Professional and Event Marketing Specialist
Industry Financial Services
Experience
__  March 2010 - Present
Nestlé Nespresso  2010 - 2015
Nestlé Nespresso  2010 - 2015
Nestlé Nespresso  2010 - 2015
Productions Plus – The Talent Shop  2014 - 2014
Ascent Talent, Model, Promotion Ltd.   2014 - 2014
Encore Nationwide  2013 - 2014
Ameriprise Financial Services, Inc.   March 2011 - October 2013
Aladdin Solar, LLC   March 2010 - February 2012
Sjoblom's Landscape and Nursery   2011 - 2012

Skills
Sales: Inside, outside,..., Finance, Financial Services, Financial Advisory, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Estate Planning, Asset Allocation, Investments, Investment Advisory, Insurance

Education
Rochester Community and Technical College   2003 — 2006
Liberal Arts and Sciences/Liberal Studies

Winona State University
Political Science and Government

Anita Mcdermott Anita Mcdermott Saint Paul, Minnesota Details
Anita Mcdermott's Ameriprise Financial Services, Inc. Experience 1994 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1994 - 2013
AT&T  1991 - 1994

Skills
Customer Service, Data Entry, Windows, Financial Services, Insurance, Risk Management, Banking, Finance, problem solving, Compliance, Case Managment, Cashiering, Product Display, Phone Etiquette, Public Speaking, Problem Solving, Microsoft Excel

Education
Riverland Community College   1983 — 1985

Austin High School   1980 — 1983
Required

Debra M. Pauli Debra M. Pauli Greater Minneapolis-St. Paul Area Details
Debra M. Pauli's Ameriprise Financial Services, Inc. Experience January 2011 - March 2012
Job Sr. Project Manager Voya Financial
Industry Information Technology and Services
Experience
Voya Financial  March 2015 - Present
UHG - Optum Insight   July 2014 - February 2015
UnitedHealth Group  August 2013 - May 2014
Prime Therapeutics  March 2012 - January 2013
Ameriprise Financial Services, Inc.   January 2011 - March 2012
Apex Systems  January 2011 - January 2012
Allianz Life  March 2010 - January 2011

Skills
Program/Project..., Product Management, Information..., Change & Risk..., Quality Assurance and..., Program/Project..., Certified in Onyx CRM..., Business Analysis, Vendor Management, Software Documentation, Integration, Strategic Planning, Scrum, Quality Assurance, User Acceptance Testing, Testing, Sales, Team Building, Change Management, Project Management, SDLC, Business Process, Visio, Training, Requirements Gathering, Project Portfolio..., Requirements Analysis, PMO, SharePoint, PMP

Education
Winona State University   1992 — 1996
Associate of Arts (A.A.), Psychology/Sociology

Rochester Community and Technical College   1987 — 1988
Word Processing / Graphic Arts, Computers

Catarina Totten Catarina Totten Lincoln, Rhode Island Details
Catarina Totten's Ameriprise Financial Services, Inc. Experience November 2010 - September 2013
Job Administrative Assistant at GPS Investment Advisors, LLC.
Industry Financial Services
Experience
GPS Investment Advisors, LLC.   April 2015 - Present
New England Controls  May 2014 - Present
Ameriprise Financial Services, Inc.   November 2010 - September 2013
Vanderbilt Mortgage and Finance, Inc  January 2009 - September 2010
Ameriprise Financial Services, Inc.   February 1999 - September 2008

Skills
Microsoft Word, Strategic Financial..., Business Analysis, Sales, Retirement, Salesforce.com, Series 63, Banking, Financial Services, Asset Management, Project Management, Strategic Planning, Account Management, Call Centers, Securities, Financial Modeling, Equities, Investment Advisory, Small Business, IRAs, Financial Planners, Fixed Annuities, Risk Management, Business Planning, FINRA, Management, Analysis, Loans, Vendor Management, Customer Satisfaction, Alternative Investments, Budgets, Investment Strategies, Data Analysis, Accounting, Leadership, Financial Advisory, Employee Benefits, Fixed Income, Wealth Management, Asset Allocation, Financial Planning

Education
Rhode Island College

Donald Bennett Donald Bennett Pittsburgh, Pennsylvania Details
Donald Bennett's Ameriprise Financial Services, Inc. Experience July 2009 - July 2012
Job Financial Regulatory Compliance Officer
Industry Financial Services
Experience
BNY Mellon  July 2012 - June 2014
Ameriprise Financial Services, Inc.   July 2009 - July 2012
Janney Montgomery Scott LLC  April 2005 - June 2009
Parker/Hunter Inc.   January 2002 - March 2005
Parker/Hunter Inc.   March 2000 - December 2001

Skills
Compliance, Finance, Securities, Mutual Funds, Investments, Strategic Financial..., Risk Management, Financial Analysis, Asset Management, Financial Risk, Banking, Portfolio Management, Financial Services, Mergers & Acquisitions

Education
Robert Morris University   1998 — 2001
Bachelor's degree, Accounting and Finance, Graduated Magna Cum Laude, GPA: 3.76/4.0

Jerry Coscia Jerry Coscia Greater Philadelphia Area Details
Jerry Coscia's Ameriprise Financial Services, Inc. Experience 2009 - 2013
Job Exterior Sales Consultant at The Home Depot
Industry Building Materials
Experience
Home Depot  May 2015 - Present
Peak Performance Meetings and Incentives   July 2013 - August 2014
Ameriprise Financial Services, Inc.   2009 - 2013
National Junior Tennis and Learning of Trenton   2003 - 2013
Wells Fargo Advisors  2004 - 2009
UBS  1999 - 2004
IKON Office Solutions  1996 - 1998
Select Office Systems, Philadelphia   1987 - 1996

Skills
Strategic Financial..., Team Building, Financial Services, Management, Retirement Planning, Marketing Strategy, Contract Negotiation, Insurance, Event Management, Sales, Meetings, Organizing Meetings, Employee Incentives, Presidents Club, Strategy, Finance, Business Planning, Incentives

Education
Rider University   1984 — 1987
Bachelor of Science (BS), Marketing

Tulane University   1982 — 1984
Mechanical Engineering

Council Rock North High School   1978 — 1982

Connor Tyson Connor Tyson Greater New York City Area Details
Connor Tyson's Ameriprise Financial Services, Inc. Experience January 2005 - December 2008
Job Private Client Investment Associate
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA   July 2012 - Present
Chase Investment Services.  February 2010 - July 2012
Securities America, Inc. Member FINRA/SIPC   January 2009 - January 2010
Ameriprise Financial Services, Inc.   January 2005 - December 2008

Education
Quinnipiac University   1995 — 1999
Bachelors of Science, Finance

Ronald Gellert Ronald Gellert Boca Raton, Florida Details
Ronald Gellert's Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2011 - Present
Ameriprise Financial Services, Inc.   January 2002 - March 2011
IPL Systems  January 1991 - December 1999
Sequoia Systems  January 1980 - December 1990

Education
Queens College   1964 — 1968
Bachelor of Arts, History, Economics

Derrick Curtis Derrick Curtis Washington D.C. Metro Area Details
Derrick Curtis's Ameriprise Financial Services, Inc. Experience September 2012 - December 2012
Job FP&A Analyst at The Teaching Company Inc
Industry Defense & Space
Experience
The Teaching Company Inc  May 2015 - Present
DRS Technologies, Inc.   May 2013 - Present
Radford University College of Business and Economics   September 2011 - May 2013
SMIPO   February 2011 - May 2013
Ameriprise Financial Services, Inc.   September 2012 - December 2012
SMIPO   April 2011 - April 2012

Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg, Financial Reporting, Microsoft Office, Economics, Portfolio Management, CAPM, Cash Flow Forecasting, Excel, NPV, Essbase, Costpoint, Hyperion HFM, Hyperion Reports, Cognos, Indirects, Variance Analysis, Financial Variance...

Education
Radford University - College of Business and Economics   2009 — 2013
Bachelor of Business Administration (BBA), Finance and Economics; Finance; Economics

Robert Lucarelli, CFP® Robert Lucarelli, CFP® North Haven, Connecticut Details
Robert Lucarelli, CFP®'s Ameriprise Financial Services, Inc. Experience June 1995 - Present
Job Private Wealth Advisor & Managing Director Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1995 - Present

Education
Quinnipiac University - School of Business   1991 — 1995
Bachelor of Science (B.S.), Finance, Business Management

Quinnipiac University

Mary Judith Gedroiz Mary Judith Gedroiz Williamsport, Pennsylvania Area Details
Mary Judith Gedroiz's Ameriprise Financial Services, Inc. Experience 2007 - Present
Job Registered Principal Delegate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2007 - Present

Education
Rivier College   1963 — 1967
BA, History

Montclair State University
MA, History

Rutgers University
MBA, Accounting

Alexander Gracia, CFP(R) Alexander Gracia, CFP(R) Durham, North Carolina Details
Alexander Gracia, CFP(R)'s Ameriprise Financial Services, Inc. Experience November 2002 - April 2005
Job Advisor at VALIC
Industry Financial Services
Experience
VALIC  May 2005 - Present
Ameriprise Financial Services, Inc.   November 2002 - April 2005

Skills
Retirement Planning, Series 7, Saving for Education, Wealth Management, Retirement, 401k Rollovers, Mutual Funds, Investment Advisory, IRAs, Asset Allocation, Fixed Annuities, Wealth Accumulation, Strategic Financial...

Education
Rhode Island College   1998 — 2002
Bachelor of Science (B.S.), Marketing

Landon Holbrook Landon Holbrook Richmond, Virginia Area Details
Landon Holbrook's Ameriprise Financial Services, Inc. Experience January 2011 - May 2011
Job A&F Internal Audit Rotation Analyst at Markel Corporation
Industry Financial Services
Experience
Markel Corporation  February 2015 - Present
Markel Corporation  November 2011 - Present
Ameriprise Financial Services, Inc.   January 2011 - May 2011
Radford University  October 2010 - May 2011
Radford University - College of Business and Economics   August 2010 - May 2011
Radford University  December 2009 - May 2011
Radford University  August 2009 - December 2009

Skills
Microsoft Excel, Financial Analysis, Valuation, Investments, Financial Modeling, Analysis, Finance, Insurance, Portfolio Management, Leadership, Public Speaking, Risk Management, Time Management

Education
Radford University - College of Business and Economics   2007 — 2011
BBA, Finance, Economics

Robert Johnson CCPS Robert Johnson CCPS Cranbury, New Jersey Details
Robert Johnson CCPS's Ameriprise Financial Services, Inc. Experience March 1999 - February 2009
Job Senior Financial Consultant, Certified College Planning Specialist; Owner Johnson Tax Services, RTRP
Industry Financial Services
Experience
New Century Investor Services   February 2009 - Present
Johnson Tax Services   October 2010 - Present
Ameriprise Financial Services, Inc.   March 1999 - February 2009
Prime Hospitality Corp.  July 1995 - January 1999
The Meyer Group  June 1985 - July 1995

Skills
Retirement Planning, Mutual Funds, Securities, Estate Planning, 401k, IRAs, Fixed Annuities, Financial Advisory, Series 63, Asset Allocation, Financial Goals, ETFs, FINRA, Notary Public, Series 7, Strategic Financial..., Investments, Alternative Investments, Bonds, Portfolio Management, Wealth Management, Wealth, Retirement, Investment Strategies, Asset Managment

Education
Rider University   1983 — 1988
B.S., Finance

St. Joseph's H.S.   1979 — 1983

Joseph Gilbertson Joseph Gilbertson Minneapolis, Minnesota Details
Joseph Gilbertson's Ameriprise Financial Services, Inc. Experience June 2012 - October 2012
Job Trading Assistant at Whitebox Advisors
Industry Investment Management
Experience
Whitebox Advisors LLC  December 2013 - August 2015
Robert Half Finance & Accounting  September 2013 - October 2013
New Penn Financial, LLC  January 2013 - September 2013
Ameriprise Financial Services, Inc.   June 2012 - October 2012

Skills
Financial Markets, Financial Advisory, Securities, Series 7, Series 63, International Finance, Finance, Financial Analysis, Investments, Strategic Financial..., Portfolio Management, Capital Markets, Microsoft Excel, Customer Service

Education
St. Cloud State University   2007 — 2012
Bachelor of Science (B.S.), Finance

QUT   2010 — 2010

Michael Carter, CFP ® Michael Carter, CFP ® Greater New York City Area Details
Michael Carter, CFP ®'s Ameriprise Financial Services, Inc. Experience April 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 1998 - Present

Education
Ramapo College of New Jersey
B.S., Business Administration

Steven Pester Steven Pester Dallas/Fort Worth Area Details
Steven Pester's Ameriprise Financial Services, Inc. Experience July 2007 - December 2007
Job Command Center Manager at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage  February 2015 - Present
Ocwen Financial Corporation  March 2014 - January 2015
Ocwen Financial Corporation  February 2012 - March 2014
Ocwen Financial Corporation (Homeward Residential)   June 2011 - February 2012
Citi  June 2010 - October 2010
Pester Consulting   January 2008 - February 2010
Ameriprise Financial Services, Inc.   July 2007 - December 2007

Skills
Leadership, Financial Modeling, Finance, Financial Analysis, Portfolio Management, Analytics, Investments, Business Analysis, Analysis, Budgets, Due Diligence, Forecasting, Business Development, Business Strategy, Strategy, Corporate Finance, Process Improvement, Mergers & Acquisitions, Risk Management, Credit Analysis, Program Management, Loans, Banking, Capital Markets, Credit, Management, Predictive Modeling, Project Management, Valuation, Competitive Analysis

Education
Southern Methodist University - Cox School of Business   2009 — 2011
MBA, Finance, Marketing

Rochester Institute of Technology   2003 — 2006
B.S., Food Management

Bradford Richardson, CFP® Bradford Richardson, CFP® Plainfield, Illinois Details
Bradford Richardson, CFP®'s Ameriprise Financial Services, Inc. Experience December 1990 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1990 - Present

Education
Rockford University   1986 — 1990
B.S., Accounting

Zach Jordan Zach Jordan Greater Minneapolis-St. Paul Area Details
Zach Jordan's Ameriprise Financial Services, Inc. Experience August 2013 - May 2015
Job Senior Application Services Engineer at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters  May 2015 - Present
Ameriprise Financial Services, Inc.   August 2013 - May 2015
PDI Ninth House  2009 - June 2013
Personnel Decisions International  March 2002 - May 2009
Equus Computer Systems  May 1999 - April 2003

Skills
MySQL, IIS, Glassfish, Tomcat, Orion, SharePoint, SAP Portal, Microsoft SQL Server, Program Management, SQL, Windows Server, Microsoft Exchange, Process Improvement, Disaster Recovery, Business Process..., Integration, Solaris, Linux, VMware, Atlassian JIRA, Subversion, VSS, Git, Powershell, Web Applications

Education
Riverland Community College   1997 — 1999
Associate in Science, Computer networking and electronics

Deborah Coons Deborah Coons Boynton Beach, Florida Details
Deborah Coons's Ameriprise Financial Services, Inc. Experience 2009 - 2011
Job Financial Analyst and Planning Consultant
Industry Nonprofit Organization Management
Experience
Northwestern Mutual  October 2011 - August 2014
Ameriprise Financial Services, Inc.   2009 - 2011
MassMutual Financial Services  1996 - 2008
Connecticut Mutual Life Insurance Co.  1993 - 1996
Aetna Life & Casualty  1982 - 1992

Skills
Leadership, Strategic Financial..., Finance, Strategic Planning, Event Planning, Research, Fundraising, Social Media, Strategy, Insurance, Process Improvement

Education
Rensselaer Polytechnic Institute
Master of Business Administration (MBA)

Skidmore College
Bachelor of Science

Tom Shepard, CFP, APMA Tom Shepard, CFP, APMA Yarmouth, Maine Details
Tom Shepard, CFP, APMA's Ameriprise Financial Services, Inc. Experience July 1996 - December 2011
Job Founder and CEO shepard FINANCIAL
Industry Financial Services
Experience
shepard FINANCIAL   December 2011 - Present
Ameriprise Financial Services, Inc.   July 1996 - December 2011
Maine School Administrative District 51   July 2006 - June 2009
Institute for Civic Leadership  2007 - 2008
Gould Academy  September 1994 - June 1996
Pratt & Whitney  June 1991 - March 1993

Education
Rochester Institute of Technology   1990 — 1992
BS, Engineering and Business Management

State University of New York at Buffalo   1986 — 1990
engineering, business, finance, economics, english

fayetteville-manlius high school

Cary Schaller Cary Schaller Big Lake, Minnesota Details
Cary Schaller's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Sr. Lean Deployment Specialist at Ameriprise Finanical
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2015 - Present
Ameriprise Finanical   July 2006 - May 2015
Ameriprise Financial Services, Inc.   October 1996 - July 2006

Skills
Life Insurance, Financial Services, Customer Service, Retirement Planning, Insurance, Strategic Financial..., Business Analysis, Business Process..., Series 7, Management, Investments

Education
Ridgewater College   1994 — 1996
Associate of Arts (AA), Business, 3.0

New London-Spicer   1989 — 1994
Honor Roll

Thomas Fallon IV Thomas Fallon IV Greater New York City Area Details
Thomas Fallon IV's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2013 - Present
Sterne Agee  December 2011 - July 2013
UBS  May 2011 - August 2011

Education
Rider University   2008 — 2011
Bachelor of Science (BS), Finance, General

Jon Villella Jon Villella Greater Minneapolis-St. Paul Area Details
Jon Villella's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Sr. Director Application Development at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Zinfinity RV   2013 - Present
Ameriprise Financial Services, Inc.   June 2013 - February 2015
Ameriprise Financial Services, Inc.   July 2014 - December 2014
Ameriprise Financial Services, Inc.   August 2013 - December 2013
Ameriprise Financial Services, Inc.   October 2012 - June 2013
Ameriprise Financial Services, Inc.   August 2007 - December 2012
Ameriprise Financial Services, Inc.   July 2011 - October 2012
Ameriprise Financial  May 2006 - August 2007
Deloitte Consulting  September 2004 - May 2006

Skills
Project Delivery, Program Management, Software Development, IT Strategy, Business Analysis, SDLC, Enterprise Architecture, Vendor Management, PMO, Process Improvement, Business Architecture, Project Portfolio..., Requirements Analysis, Cross-functional Team..., Business Intelligence, Project Management, Business Process..., Software Project..., Solution Architecture, Integration, Business Process, Leadership, Management, Data Center, PMP, Oracle, Information Technology, Microsoft SQL Server, Visio, Outsourcing, Requirements Gathering

Education
Rensselaer Polytechnic Institute   1988 — 1993
BS, Electrical Engineering

Justin Steinbruchel Justin Steinbruchel Greater Minneapolis-St. Paul Area Details
Justin Steinbruchel's Ameriprise Financial Services, Inc. Experience November 2010 - August 2012
Job Manager Financial Analysis at Target
Industry Retail
Experience
Target  March 2014 - Present
Target  September 2012 - March 2014
Ameriprise Financial Services, Inc.   November 2010 - August 2012
Ameriprise Financial  June 2008 - November 2010
Ameriprise Financial  June 2007 - August 2007
State Farm Insurance  July 2004 - August 2006
State Farm Insurance  January 2003 - July 2004

Skills
Financial Analysis, Valuation, Mergers & Acquisitions, Competitive Analysis, Financial Modeling, Corporate Finance, Financial Reporting, Strategic Financial..., Finance, Due Diligence, Strategic Planning, Business Planning, Forecasting, Budgeting, Business Strategy, Business Valuation, Leadership, Management, Project Management, Long Range Planning, Process Improvement, Strategy

Education
University of Iowa - Henry B. Tippie College of Business   2006 — 2008
MBA, Finance

Rensselaer Polytechnic Institute   1998 — 2002
Bachelor of Science, Management

Keith Atkinson MBA Keith Atkinson MBA Greater St. Louis Area Details
Keith Atkinson MBA's Ameriprise Financial Services, Inc. Experience April 1999 - September 1999
Job Quality Assurance Specialist/ Production Control Clerk at Serco
Industry Government Administration
Experience
Serco  October 2013 - Present
Atlas Financial Holdings, Inc.   June 2011 - August 2013
Fireman's Fund Insurance Company  April 2006 - November 2010
National General Insurance  August 2000 - April 2006
Insurance Overload Staffing  September 1999 - August 2000
Ameriprise Financial Services, Inc.   April 1999 - September 1999
Amerisure Insurance  1996 - 1998

Skills
Investigation, Public Speaking, Insurance, Risk Management, Claim, Liability, Liability Analysis, Research, Litigation, Legal Liability, Claim Investigation, Litigation Management, Property & Casualty..., Claims Management, Casualty, Personal Injury, Subrogation, General Insurance, Analysis, Casualty Insurance, Claims Handling, Claims Resolution, Commercial Insurance, Commercial Lines, Communication Skills, Life Insurance, Professional Liability, Property Damage, Underwriting

Education
Webster University
MBA, Business Administration

Rockhurst University
B.A, Political Science

Dennis Fama Dennis Fama Greater New York City Area Details
Dennis Fama's Ameriprise Financial Services, Inc. Experience December 1999 - Present
Job Investment Systems, Business Analyst at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   December 1999 - Present
J&W Seligman  December 1999 - November 2008
Trust Company of the West  1995 - 1999
Continental Asset Management   1988 - 1995
Thomson Mckinnon Securities  1984 - 1988

Skills
Valuation, Asset Managment, Investments, Trading, Portfolio Management, Equities, Fixed Income, Business Analysis

Education
City University of New York-Queens College
BS

Alfred Randy Zarroli, CFP® Alfred Randy Zarroli, CFP® Mount Laurel, New Jersey Details
Alfred Randy Zarroli, CFP®'s Ameriprise Financial Services, Inc. Experience July 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2002 - Present
JennCor Trading LLC   1996 - 2002
Merrill Lynch  1994 - 1996
Mortenson and Associates   1993 - 1994

Skills
Estate Planning, Retirement Planning, Tax Planning, Retirement Plan..., Investments, Saving for Education, Executive Compensation..., Retirement Income...

Education
Rider University   1989 — 1993

council rock high school   1985 — 1989

Dave Dick Dave Dick Plano, Texas Details
Dave Dick's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Franchise Field Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2011 - Present
Wealth Strategies Northwest   January 2011 - October 2011
Ameriprise Financial  October 2009 - January 2011
Ameriprise Financial Services, Inc.   September 2007 - October 2009

Education
Regis University   2002 — 2004
B.S., Finance & Accounting

Cory Maus Cory Maus Greater Minneapolis-St. Paul Area Details
Cory Maus's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Senior Account Specialist at Periscope
Industry Marketing and Advertising
Experience
Periscope  June 2007 - Present
Ameriprise Financial Services, Inc.   2006 - 2007
The Lacek Group  2004 - 2006
Digital Marketing  2002 - 2004
Thein Companies   2001 - 2002
Carlson Marketing Worldwide  1995 - 2001

Skills
Direct Mail, Direct Marketing, Interactive Marketing, User Interface Design, Integrated Marketing, Creative Direction, Advertising, Social Media Marketing, Digital Marketing, Creative Strategy, Interactive Advertising, Email Marketing, Digital Strategy, Content Strategy, Brand Development, Marketing Communications

Education
Rochester Institute of Technology

John F. Poulton, CFP® John F. Poulton, CFP® Providence, Rhode Island Details
John F. Poulton, CFP®'s Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2014 - Present
Morgan Stanley Wealth Management  January 2009 - June 2014

Education
Rensselaer Polytechnic Institute   1973 — 1978
BSME, Mechanical Engineering

Janice Christopher Janice Christopher Greater New York City Area Details
Janice Christopher's Ameriprise Financial Services, Inc. Experience July 1985 - December 2007
Job Founder of free2Bme Coaching
Industry Professional Training & Coaching
Experience
free2Bme Coaching   September 2008 - Present
Ameriprise Financial Services, Inc.   July 1985 - December 2007

Education
Quinnipiac University - School of Business   1980 — 1983
BS, Marketing and Economics

Lori Feinberg Lori Feinberg Greater New York City Area Details
Lori Feinberg's Ameriprise Financial Services, Inc. Experience September 2010 - April 2013
Job at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc.   September 2010 - April 2013
Epic Search Partners  March 2009 - June 2010
Warner Lambert  December 1989 - April 2000

Education
Rider University   1983 — 1987
B.S., Office Admin./Human Resources

Julie Schmitz Broker Julie Schmitz Broker Houston, Texas Area Details
Julie Schmitz Broker's Ameriprise Financial Services, Inc. Experience 2006 - 2009
Job Development Professional
Industry Nonprofit Organization Management
Experience
Executive Service Corps of Houston  January 2012 - Present
River Oaks Chamber Orchestra  2011 - 2011
Ameriprise Financial Services, Inc.   2006 - 2009
The University of Texas Health Science Center at Houston - SWCOEH   2003 - 2005
University of Washington - NCOHS   1993 - 2003

Skills
Fundraising, Grant Writing, French, Diplomacy, Budgeting, Conferences, Event Management, Program Management, Financial Management, Budget Management, Event Planning, Non-profits, Philanthropy, Social Media, Project Planning, Project Implementation, Project Coordination, Promotions, Public Relations, Social Media Marketing, Conference Organisation, Conference Coordination, Conference Management, Administration, Events, Budgets, Nonprofits, Strategic Communications, Operations Management, Research, Strategic Planning, Non-profit..., Training, Management, Leadership Development, Volunteer Management, Workshop Facilitation, Public Speaking, Management Consulting, Leadership, Marketing, Organizational..., Community Outreach, Strategy, Annual Giving, Program Development, Proposal Writing, Board Development, Community Development, Editing

Education
Rice University

Western Washington University
BA, French

Université d'Avignon et des Pays de Vaucluse

Michael J. Keys,Certified Financial Planner Michael J. Keys,Certified Financial Planner Rochester, New York Area Details
Michael J. Keys,Certified Financial Planner's Ameriprise Financial Services, Inc. Experience April 1988 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 1988 - Present
Constellation Brands  June 1985 - April 1988

Education
Rochester Institute of Technology   1981 — 1985
Bachelor of Applied Science (BASc), Biology

Rochester Institute of Technology   1981 — 1985

Shawn Oleston Shawn Oleston Las Vegas, Nevada Details
Shawn Oleston's Ameriprise Financial Services, Inc. Experience March 2013 - September 2013
Job Table Games Supervisor at Caesars Palace
Industry Gambling & Casinos
Experience
Caesars Palace  July 2014 - Present
Downtown Grand Las Vegas  October 2013 - July 2014
Ameriprise Financial Services, Inc.   March 2013 - September 2013
Tropicana Las Vegas Inc  June 2011 - September 2012
Fight Camp 360   2011 - 2011
NV ENERGY (formerly NEVADA POWER COMPANY)   April 2008 - July 2009
RIO ALL SUITE HOTEL & CASINO  October 2006 - August 2007
AMS Marketing & Design and Ron & Company   July 2005 - August 2006
PECHANGA CASINO   June 2003 - February 2004
HARRAH'S CASINO  July 2002 - May 2003

Skills
Financial Analysis, Supervisory Skills, Customer Service, Excel, CPI, Charts, Graphs, PowerPoint, Word, Analysis, Problem Solving, Microsoft Office, Customer Satisfaction, Team Leadership, Coaching, Hospitality, Process Improvement, Business Analysis, Teamwork, Continuous Improvement, Strategic Planning, Credit, Project Planning, Team Building, Microsoft Excel, Budgets, Time Management, Microsoft Word, Leadership, Training

Education
Rochester Institute of Technology   2004 — 2006
BACHELOR OF SCIENCE, Finance

Mimi Barbera Mimi Barbera Greater Chicago Area Details
Mimi Barbera's Ameriprise Financial Services, Inc. Experience June 2010 - June 2014
Job Office Manager and Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2010 - June 2014
New Century Mortgage  1997 - 2005

Education
Robert Morris College   1990 — 1994
Bachelor of Business Administration (B.B.A.)

Sarah Matas Sarah Matas Decatur, Illinois Area Details
Sarah Matas's Ameriprise Financial Services, Inc. Experience January 2011 - September 2011
Job
Industry Supermarkets
Experience
Niemann Foods, Inc.   October 2014 - Present
Rural King Supply  March 2014 - October 2014
Niemann Foods, Inc.   September 2011 - March 2014
Ameriprise Financial Services, Inc.   January 2011 - September 2011
Allstate Insurance Company  July 2010 - January 2011

Skills
Customer Service, Microsoft Office, Word, PowerPoint, Outlook, Editing, Grammar, Basic Accounting, Internet, Teaching, Documentation, Organizing, Tutorials, Analytics, Microsoft Excel, Project Management, Promotions, Budgets, Software Documentation, Leadership, Proofreading, Tutoring, Microsoft Word

Education
Missouri State University   2013 — 2014
Master of Science (MS), Project Management

Quincy University   2008 — 2010
Bachelor of Science Degree, Mathematics

Heartland Community College   2006 — 2008
Associate of Arts

Dundee-Crown High School   2001 — 2005

Brett Berlin Brett Berlin Greater Chicago Area Details
Brett Berlin's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job Marketing and Sales at Hansen Realty
Industry Financial Services
Experience
Hansen Realty   November 2013 - Present
UBS Wealth Management  March 2013 - July 2013
Ameriprise Financial Services, Inc.   June 2012 - August 2012
Chicago Board of Trade  June 2011 - August 2011
Chicago Board of Trade  June 2011 - August 2011
InterCall  June 2010 - August 2010
InterCall  June 2009 - August 2009

Skills
Investments, Commodity, Finance, Alternative Investments, Trading, Equity Research, Investment Strategies, Wealth Management, Mutual Funds, Management, Equities, Financial Modeling, Valuation, Economics, Financial Analysis, Options, Derivatives, Portfolio Management, Asset Management, Real Estate, Real Estate Marketing, Real Estate Brokerage

Education
University of Wisconsin-Madison   2009 — 2013
Bachelor, Economics

Roanoke College   2008 — 2009
Economics

The Williston Northampton School   2004 — 2008
Highschool Diploma

Roger Buckmann Roger Buckmann Kansas City, Missouri Area Details
Roger Buckmann's Ameriprise Financial Services, Inc. Experience June 2006 - August 2007
Job Project Engineer at KCI, Incorporated
Industry Mechanical or Industrial Engineering
Experience
KCI, Incorporated  November 2014 - Present
AirFixture, LLC   2013 - 2014
Tennessee Valley Industrial   December 2012 - May 2013
ICL - Performance Products, Lawrence Plant Thru Aerotek   February 2011 - January 2012
Phoenix Fabrication, L.L.C.   April 2009 - April 2010
Automatic Systems, Inc.   September 2007 - April 2009
Ameriprise Financial Services, Inc.   June 2006 - August 2007
Allied-Callaway Equipment Company, Inc.   March 2005 - June 2006
International Fabricators & Erectors, Inc.   November 2001 - February 2005
Act-1 Engineering & Managed Services   1999 - November 2001

Skills
Project Management, Engineering, Contract Management, Construction, Software Documentation, Project Planning, Process Improvement, Team Leadership, Quality Assurance, Management, AutoCAD, Strategic Planning, Microsoft Office

Education
Rochester Institute of Technology
BSME, Mechanical Engineering

Terry W. Howard, CFP® Terry W. Howard, CFP® San Antonio, Texas Area Details
Terry W. Howard, CFP®'s Ameriprise Financial Services, Inc. Experience March 1993 - Present
Job Financial Advisor, Certified Financial Planner™ practitioner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1993 - Present

Skills
Retirement, Retirement Planning, Leadership, Financial Advisory, Team Building, Microsoft Office, Customer Service

Education
Rice University   2007 — 2008
Certified Financial Planner™ Certificaion Education Program

Texas A&M University   1974 — 1977
Bachelor's degree, Landscape Architecture

The University of Texas at Austin   1972 — 1974

Adam Jurewicz, CRPC Adam Jurewicz, CRPC Columbia, South Carolina Area Details
Adam Jurewicz, CRPC's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Financial Advisor, Vice President, Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2013 - Present
BMW Car Club of America  2013 - 2015
St Marys Church  2006 - 2015
Merrill Lynch  January 2007 - July 2013

Education
Quinnipiac University - School of Business   1994 — 1998
BS, Economics

Alice Anheuser Mach Alice Anheuser Mach Greater St. Louis Area Details
Alice Anheuser Mach's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Registered Advisor Support at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present

Education
Regis University
Bachelor of Science (BS)

Christopher Neitz Christopher Neitz Rochester, New York Details
Christopher Neitz's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Investment Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
Harris Corporation  June 2008 - July 2015

Skills
Software Engineering, Software Design, C++, Embedded Systems, Embedded Software, Software Development, Perl, Subversion, C, C#, Systems Engineering, Object Oriented Design, Linux, OOP, Visual Studio

Education
Rochester Institute of Technology   2003 — 2008
Bachelor of Science (BS), Computer Engineering

Mary-Kathryn Foehl Mary-Kathryn Foehl Skaneateles, New York Details
Mary-Kathryn Foehl's Ameriprise Financial Services, Inc. Experience 2008 - May 2013
Job Confirmation Coordinator at St. Mary's of the Lake
Industry Financial Services
Experience
St. Mary's of the Lake   August 2014 - Present
Independnt   June 2008 - Present
YMCA Skaneateles   2002 - Present
Ameriprise Financial Services, Inc.   2008 - May 2013
Open Tech Services, inc   September 2003 - August 2008
Interstate Hotels & Resorts  1991 - 1996

Skills
Moms & kids...., Elder Care

Education
Rochester Institute of Technology   1981 — 1988
Hotel/Resort/Restaurant Management

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