Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
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
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
Ameriprise Financial Services, Inc. March 1998 - Present
Education
Rider University 1993 — 1994
BSBA, Finance
Matawan Regional High School, NJ
University of Arizona
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. June 1999 - Present
Education
Quinnipiac University - School of Business 1993 — 1997
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
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
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
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
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
Ameriprise Financial Services, Inc. November 1998 - Present
Education
DHS
Rider University
Rider University
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
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
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
Ameriprise Financial Services, Inc. April 2003 - Present
Education
Rider University 1998 — 2002
Bachelor of Arts (B.A.), Finance
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
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
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
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
Ameriprise Financial Services, Inc. January 1993 - Present
Education
Rochester Institute of Technology 1986 — 1991
BS, Finance
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
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
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
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
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
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
Ameriprise Financial Services, Inc. May 2008 - Present
Education
Regis University 1994 — 2000
Business, Philosophy
Brebeuf Prep.
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
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
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
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
Ameriprise Financial Services, Inc. 1996 - Present
Education
University of Northern Iowa 1985 — 1992
BA, Human Resources Management and Services
Rochester Community and Technical College
Ameriprise Financial Services, Inc. July 1986 - Present
Education
Queens College 1973 — 1985
BA, Psychology
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
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
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
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
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
Ameriprise Financial Services, Inc. May 1998 - Present
Ameriprise Financial Services, Inc. August 2008 - Present
Education
Rockford University 1994 — 1998
B.S., Mathematics/Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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)
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
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
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
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
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
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
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
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
__ 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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. 2007 - Present
Education
Rivier College 1963 — 1967
BA, History
Montclair State University
MA, History
Rutgers University
MBA, Accounting
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
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
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
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
Ameriprise Financial Services, Inc. April 1998 - Present
Education
Ramapo College of New Jersey
B.S., Business Administration
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
Ameriprise Financial Services, Inc. December 1990 - Present
Education
Rockford University 1986 — 1990
B.S., Accounting
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. June 2014 - Present
Morgan Stanley Wealth Management January 2009 - June 2014
Education
Rensselaer Polytechnic Institute 1973 — 1978
BSME, Mechanical Engineering
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
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
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
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
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
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.)
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
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
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
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
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
Ameriprise Financial Services, Inc. June 2012 - Present
Education
Regis University
Bachelor of Science (BS)
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
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