Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

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

Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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

Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Kevin Considine Kevin Considine Westwood, New Jersey Details
Kevin Considine's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2012 - Present
Merrill Lynch  April 1996 - May 2012

Education
Rutgers, The State University of New Jersey-Newark   1983 — 1986
Bachelor of Arts (B.A.), Finance, Cum Laude

Brad McGrady Brad McGrady Raleigh, North Carolina Details
Brad McGrady's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2014 - Present

Skills
Account Management, Credit, Finance, Risk Management, Financial Analysis, 401k Rollovers, Asset Allocation, Business Owner Planning, Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Reporting, Financial Services, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Investments, Multi-generational..., Relationship Management, Retirement Planning, Retirement-plan..., Securities, Stock Analysis, Tax-efficient Strategies, Wealth Management, Wealth-preservation..., Stocks, Bonds, Mutual Funds, ETFs, Financial Modeling, Portfolio Management, Asset Management, Series 7, 401k, Valuation, Investment Management, Wealth, Financial Planners, Banking, Fixed Income, Equities, Fixed Annuities, Corporate Finance, Financial Risk, Financial Planning

Education
Rutgers University   1998 — 2002
BS, Finance

Tom Wentzell Tom Wentzell Greater Minneapolis-St. Paul Area Details
Tom Wentzell's Ameriprise Financial Services, Inc. Experience June 2014 - December 2014
Job Associate Attorney Real Estate and Banking at Barna, Guzy & Steffen
Industry Law Practice
Experience
Barna, Guzy & Steffen   December 2014 - Present
Ameriprise Financial Services, Inc.   June 2014 - December 2014
Cousineau McGuire Chartered  September 2013 - June 2014
Wentzell Law Office and Foster & Brever Law Offices   May 2013 - September 2013
Barna, Guzy & Steffen   January 2012 - April 2013
Ecolab  September 2012 - December 2012
Ameriprise Financial Services, Inc.   June 2011 - August 2011
Epilepsy Foundation of Minnesota  April 2008 - October 2010

Skills
Compliance, Civil Litigation, Securities Regulation, Non-profits, Legal Issues, Lexis, Negotiation, Nonprofits, LexisNexis, Leadership, Legal Writing, Legal Research, Westlaw, Bankruptcy, Corporate Law

Education
University of Saint Thomas School of Law   2010 — 2013
Juris Doctor, cum laude

St. John's University   2003 — 2007
Social Science, History

Scott Butters Scott Butters Portland, Maine Area Details
Scott Butters's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Scott Butters Legal Expert Witness   May 2012 - Present
S.A. Butters Financial Planning   September 2009 - October 2014
Wells Fargo Advisors  May 2006 - September 2009
Morgan Stanley  November 2005 - May 2006

Education
Saint Anselm College   1992 — 1996
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Westwood high school   1988 — 1992
Degree, Sanskrit and Classical Indian Languages, Literatures, and Linguistics

Tyler Rice Tyler Rice Greater Philadelphia Area Details
Tyler Rice's Ameriprise Financial Services, Inc. Experience 2013 - 2013
Job Junior Account Executive at AIG Benefit Solutions
Industry Insurance
Experience
AIG Benefit Solutions  2014 - Present
Summit Research Partners LLC   2013 - 2013
Ameriprise Financial Services, Inc.   2013 - 2013

Skills
Financial Modeling, Financial Analysis, Equity Research, PowerPoint, Interpersonal Skill, Valuation, Bloomberg, Conflict Resolution, Market Research, Microsoft Excel, Corporate Finance, Team-oriented, Sales, Customer Service

Education
Rutgers Business School   2011 — 2014
Bachelor of Science (B.S.), Finance, Cum Laude

Evan Neville Evan Neville Greater Boston Area Details
Evan Neville's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Marketing and Communications Intern at Textron Systems
Industry Marketing and Advertising
Experience
Textron Systems  June 2015 - Present
Demoulas Market Basket  May 2011 - January 2015
Ameriprise Financial Services, Inc.   June 2014 - August 2014
Self-employed Landscaping  April 2010 - August 2013
Saint Anselm College  August 2012 - May 2013

Skills
Customer Service, Microsoft Word, Leadership, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Team Leadership, English, Windows, Public Speaking, Research, Management, Marketing

Education
The University of Dallas   2013 — 2016
Bachelor of Arts (BA), History, Senior

Saint Anselm College   2012 — 2013
Business Administration and Management, General

Alicia Bunn Alicia Bunn Zebulon, North Carolina Details
Alicia Bunn's Ameriprise Financial Services, Inc. Experience September 2013 - May 2014
Job Staff Associate at Duke University
Industry Consumer Services
Experience
Duke University  May 2014 - Present
Ameriprise Financial Services, Inc.   September 2013 - May 2014
Bare  July 2011 - May 2013
Safety-Kleen  November 2009 - January 2011

Skills
Administrative Work, Customer Service, Human Resourses, Microsoft Office, Proficient Typing Skills, Organization &..., Highly detail oriented, Dependable Team Player

Education
Saint Augustines College   2004 — 2006
Bachelor of Science (BS), Organizational Management

NC State University   1992 — 1995
N/A, Communications

Adam Vander Poel Adam Vander Poel Minneapolis, Minnesota Details
Adam Vander Poel's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Global Leader Security, Risk, Compliance and Operations Professional
Industry Retail
Experience
Ameriprise Financial Services, Inc.   April 2015 - Present
Target  August 2014 - March 2015
Target  May 2013 - July 2014
Target  January 2013 - April 2013
Target  July 2011 - December 2012
Target  August 2009 - June 2011
Target  April 2008 - July 2009
Target  February 2007 - March 2008
Target  June 2005 - January 2007

Education
St. John's University   2001 — 2005
Business Management

Bethel University   2011 — 2015
MBA

Timothy A Davisson, CFP®, ChFC®, CLU® Timothy A Davisson, CFP®, ChFC®, CLU® Greater Minneapolis-St. Paul Area Details
Timothy A Davisson, CFP®, ChFC®, CLU®'s Ameriprise Financial Services, Inc. Experience October 1988 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   October 1988 - Present

Education
Saint John's University   1980 — 1984
BS, Business Administration

Corrie Beebe Corrie Beebe Medford, Oregon Details
Corrie Beebe's Ameriprise Financial Services, Inc. Experience September 2006 - November 2006
Job Certified Hospital Billing Epic Analyst
Industry Information Technology and Services
Experience
Asante  February 2014 - Present
Lithia Auto Stores  July 2013 - January 2014
Rogue Federal Credit Union  April 2013 - June 2013
Southern Oregon University  September 2011 - March 2013
Southern Oregon University  June 2012 - September 2012
Brock Coleman Insurance Agency   March 2008 - October 2009
Ted Johnson, District Manager   February 2007 - March 2008
Ameriprise Financial Services, Inc.   September 2006 - November 2006
Brock Coleman Insurance Ageny   September 1995 - August 2006

Skills
Communication, Customer Service, Public Speaking, Training, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Management, Compliance, Process Improvement, Account Management, Sales, Presentations, Proofreading, Leadership, Conflict Resolution, Managing Database, Troubleshooting, Needs Analysis, Contractual Agreements, High level of initiative, Collaboration, Adaptability, Relationship Marketing, Time Management, Conceptual Ability, Writing, Professional Ethics, Consultative Sales..., English, Close Attention to..., Organized Multi-tasker, Account Reconciliation, Networking, Onboarding, Office Management, Underwriting, Vendor Management, Career Development, Coaching

Education
Southern Oregon University   2011 — 2013
Bachelor of Science (B.S.), Communication, General, Senior-Graduating March 2013

Rogue Community College   2010 — 2011
Associate of Arts (A.A.), General Studies

Jeff Lorsung Jeff Lorsung Rosemount, Minnesota Details
Jeff Lorsung's Ameriprise Financial Services, Inc. Experience October 2009 - May 2012
Job
Industry Financial Services
Experience
Tata Consultancy Services  April 2015 - Present
Diageo  February 2014 - January 2015
AMD  July 2014 - July 2014
Ameriprise Financial Services, Inc.   October 2009 - May 2012
Ameriprise Financial Services, Inc.   December 2006 - October 2009
Ameriprise Financial Services, Inc.   December 2005 - December 2006
American Express Financial Advisors  December 2003 - December 2005
American Express Financial Advisors  February 2001 - December 2003
Minnesota Life  December 1997 - December 2001
Compuware  February 1999 - February 2001

Skills
Strategy, Integration, Financial Services, Product Management, Management, Business Requirements, Vendor Management, Risk Management, Business Architecture, Process Improvement, Consulting, Mergers & Acquisitions, Cross-functional Team..., SDLC, Project Portfolio..., Business Analysis, PMO, Business Process..., Portfolio Management, Program Management, Change Management, Wealth Management, Troubleshooting, Financial Advisory, Networking, Budgets, Leadership, Investment Advisory, Strategic Planning, Securities, Strategic Financial..., IT Strategy, Relationship Management, Requirements Gathering, ROI Strategies, Technical Support, Cisco Technologies, Information Technology, Technology, Organizational..., ROI Optimization, Visio, Enterprise Architecture, Business Process, IT Management, Outsourcing, Enterprise Software, Cloud Computing, Testing, Quality Assurance

Education
St. John's University   1994 — 1997
BA

Cathedral High School (St. Cloud, MN)   1990 — 1994

John Osterberg, CRC John Osterberg, CRC Charlotte, North Carolina Area Details
John Osterberg, CRC's Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Financial Advisor and Associate VP at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2009 - Present
Wachovia Securities  2000 - 2009
Citigroup  1991 - 1999

Skills
Series 7, Series 63, series 9/10, Series 24, Retirement Planning, Wealth Management, Asset Allocation, Securities, Mutual Funds, Investment Advisory, Banking, Personal Financial..., tax advantaged investing, Estate Planning, High Net Worth..., CA Insurance License..., Uniform Combined State...

Education
Rutgers, The State University of New Jersey-New Brunswick   1989 — 1993
B.A., Economics

Christian Antoine Christian Antoine Greater Minneapolis-St. Paul Area Details
Christian Antoine's Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job Certified Scrum Professional Agile Coach / Instructor CoFounder of Collaborative Leadership Team
Industry Professional Training & Coaching
Experience
Collaborative Leadership Team   February 2014 - Present
Medtronic  January 2010 - February 2014
Hollstadt & Associates  March 2004 - January 2010
Ameriprise Financial  2005 - 2007
Ameriprise Financial Services, Inc.   2005 - 2007
GMAC-RFC  2004 - 2005
CSC Consulting  1996 - 2003
Southwestern Company  May 1992 - 1995

Skills
Process Engineering, Change Management, Collaborative Leadership, Agile, Integration, Coaching, Certified Scrum Master..., Business Analysis, Agile Methodologies, Requirements Analysis, Consulting, Scrum, Process Improvement, Requirements Gathering, Program Management, SDLC

Education
St. John's University   1991 — 1995
Bachelor of Arts (B.A.), Mathematics

Kevin St. John Kevin St. John Greater Minneapolis-St. Paul Area Details
Kevin St. John's Ameriprise Financial Services, Inc. Experience January 2011 - Present
Job Vice President Investment Management, Annuity Products at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2011 - Present
RiverSource Annuities   June 2004 - December 2010
Piper Jaffray  1997 - 2004

Skills
Fixed Annuities, Series 7, Variable Annuities, Series 63, Investment Management, Key Account Management, Relationship Marketing, Retirement Planning, Asset Allocation, Wealth Management, Financial Planning, Series 6

Education
Saint John's University   1988 — 1992
BA, Business Management, Psychology

Wayzata High School

Michael Rozinka Michael Rozinka Minneapolis, Minnesota Details
Michael Rozinka's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Team Lead Brokerage Cashiering & Money Movement at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
Ameriprise Financial Services, Inc.   October 2013 - July 2015
Ameriprise Financial Services, Inc.   October 2010 - October 2013
Ameriprise Financial Services, Inc.   October 2008 - October 2010
MorganMyers  March 2006 - August 2007
Axiom Marketing  February 2005 - January 2006
Pettit National Ice Center  January 2004 - May 2004
Core Creative  May 2003 - November 2003
Milwaukee Admirals  September 2002 - May 2003
Verizon Wireless  June 2002 - August 2002

Skills
Mutual Funds, Insurance, Series 7, Business Analysis, Financial Services, Analysis, Financial Modeling, Leadership, Strategy, Marketing, Microsoft Excel

Education
University of Notre Dame   2014 — 2015
Executive Certificate in Leadership and Management

Rutgers, The State University of New Jersey-Newark   2007 — 2008
Business Core Curriculum

University of Wisconsin-Milwaukee   2002 — 2004
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication

University of Minnesota-Twin Cities   2000 — 2002

Michael Quinn, CRPC® Michael Quinn, CRPC® Haddon Heights, New Jersey Details
Michael Quinn, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2009 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2009 - Present
H&R Block Financial Advisors  2007 - 2009
H&R Block Financial Advisors  2001 - 2007
Olde Discount Brokers  1989 - 2001
Merrill Lynch  1983 - 1989

Education
Rutgers, The State University of New Jersey-New Brunswick   1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General

Andrew Palladino Andrew Palladino Greater Philadelphia Area Details
Andrew Palladino's Ameriprise Financial Services, Inc. Experience April 2010 - September 2010
Job Financial Analyst at Lockheed Martin
Industry Financial Services
Experience
Lockheed Martin  August 2011 - Present
Ameriprise Financial Services, Inc.   April 2010 - September 2010

Skills
Earned Value Management, Variance Analysis, Essbase, Financial Reporting, Budgets, Security Clearance, Hyperion Enterprise, COBRA, Microsoft Office, SAP, Financial Analysis

Education
Rutgers, The State University of New Jersey-Camden   2009 — 2010
BS, Finance

Rosa Novakovskiy Rosa Novakovskiy Minneapolis, Minnesota Details
Rosa Novakovskiy's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Customer Care Professional at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Berkley Risk Administrators  December 2013 - October 2014
CalRecycle  2012 - 2013
CalRecycle  February 2012 - August 2012
California Sun  April 2010 - February 2012

Skills
Insurance, Underwriting, Risk Assessment, Office Administration, Data Management, Employee Training, Customer Support, Sales, Training, Help Desk Support, Executive Support, Travel Arrangements, Client Education, Customer Acquisition

Education
Sierra College   2012 — 2013
CPhT, Pharmacy Technician/Assistant

Sacramento City College   2010 — 2012

Matt Dehn Matt Dehn Greater Minneapolis-St. Paul Area Details
Matt Dehn's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Senior Customer Service Professional at Ameriprise Financial Services, Inc.
Industry Fund-Raising
Experience
Ameriprise Financial Services, Inc.   August 2011 - Present
The Bakken Museum  March 2011 - August 2011
Minnesota DFL Party  November 2010 - December 2010
Minnesota DFL Party  June 2010 - November 2010

Skills
Nonprofits, Public Speaking, Fundraising, Customer Service, Research, Community Outreach, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Volunteer Management

Education
St. John's University   2005 — 2009
Bachelor's Degree, Political Science and Government

Luke Opsahl Luke Opsahl United States Details
Luke Opsahl's Ameriprise Financial Services, Inc. Experience July 2011 - November 2012
Job Online Equity Trading Analyst
Industry
Experience
Minnesota Based Broker Dealer   November 2012 - Present
Ameriprise Financial Services, Inc.   July 2011 - November 2012
Northwestern Mutual  May 2010 - July 2011

Education
St. John's University   2007 — 2011
Bachelor of Arts (BA), Economics

Rosemarie F. Cohen, CFP® Rosemarie F. Cohen, CFP® Washington D.C. Metro Area Details
Rosemarie F. Cohen, CFP®'s Ameriprise Financial Services, Inc. Experience 1987 - 1992
Job Vice President, Financial Advisor
Industry Financial Services
Experience
Capital One Financial Advisors  2009 - Present
Chevy Chase Financial Services  1999 - 2009
M&T Bank (formerly BSB Bank & Trust)   1992 - 1997
Ameriprise Financial Services, Inc.   1987 - 1992

Skills
Wealth Management, Personal Financial..., Retirement Planning, Series 7, Investment Management, Team Building, Strategic Partnerships, Asset Management, Insurance

Education
Rutgers University
Bachelor's degree, Business Administration and Management, General

Victoria Purcell Victoria Purcell Mullica Hill, New Jersey Details
Victoria Purcell's Ameriprise Financial Services, Inc. Experience January 2008 - January 2011
Job Yoga of Real Estate Realtor at Weichert, Realtors
Industry Real Estate
Experience
Blissful Yoga Mullica Hill   July 2014 - Present
Weichert, Realtors  April 2014 - Present
Keller Williams Realty  May 2013 - April 2014
The Sanctuary for Yoga   April 2012 - April 2014
The Walters Group, LLC.   September 2012 - May 2013
Woloshin InvestmentP   January 2011 - September 2012
Ameriprise Financial Services, Inc.   January 2008 - January 2011
Rosenbluth International  February 1992 - February 2000

Skills
Microsoft Office, Real Estate, Social Media, Marketing Strategy, New Business Development, Marketing Communications, Strategic Planning, Advertising, Sourcing, Public Relations, Yoga, Yin Yoga, Children's Yoga, Meditation, Mindfulness Meditation, Reiki, Energy Healing, Selling, Lead Generation, Referrals, Negotiation, Marketing, Social Networking, Coaching, Sales, First Time Home Buyers, Investment Properties, Executive Coaching, Supervision, Training, Investors, Short Sales, Foreclosures, Real Estate Transactions, Residential Homes, Sellers

Education
Kripalu Center for Yoga   2005 — 2006
YogaDance Instructor, Yoga Teacher Training/Yoga Therapy

Burlington County College

Rancocas Valley Regional High School

Nick Cammarata Nick Cammarata Greater Atlanta Area Details
Nick Cammarata's Ameriprise Financial Services, Inc. Experience July 2006 - May 2009
Job Posterus Insurance Group, NASB
Industry Financial Services
Experience
Self-employed  June 2009 - Present
Ameriprise Financial Services, Inc.   July 2006 - May 2009
US Navy  July 2001 - June 2006

Education
University of Phoenix   2009 — 2012
Master of Business Administration (MBA), Business/Healthcare Management, 3.33

University of Phoenix   2006 — 2008
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics, 3.35

University of Alabama at Birmingham   1999 — 2001
Business/Managerial Economics

Saint Bonaventure University   1997 — 1999
Biology, General

Matthew Bornstein Matthew Bornstein Englishtown, New Jersey Details
Matthew Bornstein's Ameriprise Financial Services, Inc. Experience June 2013 - August 2013
Job Executive Development Program Finance, Merchandise Information Office at Macy's
Industry Financial Services
Experience
Macy's  June 2015 - Present
The Children's Place  June 2014 - August 2014
Michael Kors  February 2014 - May 2014
Ameriprise Financial Services, Inc.   June 2013 - August 2013

Education
Rutgers University   2011 — 2015
Bachelor’s Degree, Finance, General, 3.86

Leonard Dramis Leonard Dramis Sewell, New Jersey Details
Leonard Dramis's Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job Insurance Broker/Agency Producer
Industry Insurance
Experience
Farmers Insurance  April 2014 - Present
Leonard F Dramis III Agency   January 1989 - Present
Monumental Life Insurance  March 2009 - August 2012
Ameriprise Financial Services, Inc.   2005 - 2007
Prudential Financial  1995 - 2005
MetLife  1989 - 1994

Skills
Life Insurance, Small Business, Public Speaking, Insurance, Term Life Insurance, Disability Insurance, Property & Casualty..., Fixed Annuities, Underwriting, Long-term Care, Retirement Planning, Health Insurance, Long Term Care Insurance, General Insurance, Finance, Whole Life, Retirement

Education
Rutgers University   1979 — 1987
BS, Business, Management, Marketing, and Related Support Services

Rutgers University – Camden   1979 — 1987
Bachelor of Science (B.S.) , Business, Management, Marketing, and Related Support Services

Samudra Raychaudhuri Samudra Raychaudhuri Greater New York City Area Details
Samudra Raychaudhuri's Ameriprise Financial Services, Inc. Experience 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2006 - Present

Education
Middletown High School North

Rutgers University-New Brunswick
BA, Economics, Psychology

Jeffrey McCloskey, MBA Jeffrey McCloskey, MBA Kensington, Maryland Details
Jeffrey McCloskey, MBA's Ameriprise Financial Services, Inc. Experience May 2013 - July 2015
Job Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc.   July 2015 - Present
Ameriprise Financial Services, Inc.   May 2013 - July 2015
IBA Radiopharmaceuticals   July 2010 - April 2013
MedImmune, Inc.   November 2007 - July 2010
Digene Corporation  May 2006 - November 2007
Gene Logic Inc.  January 2004 - May 2006
Intronn Inc.   September 2002 - January 2004
National Institutes of Health, NHGRI   February 1999 - September 2002
Rockefeller University  June 1998 - February 1999

Education
The Johns Hopkins University - Carey Business School   2009 — 2012
MBA

The Johns Hopkins University   1999 — 2001
MS

Rutgers University-New Brunswick   1994 — 1998
BA

John P. Keane John P. Keane Sioux City, Iowa Area Details
John P. Keane's Ameriprise Financial Services, Inc. Experience December 1984 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1984 - Present

Education
St. John's University   1980 — 1984
Bachelor of Arts, Business Administration

John Matson CFP John Matson CFP Long Beach, California Details
John Matson CFP's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
LPL Financial  April 2007 - June 2015
Morgan Stanley Smith Barney  September 2004 - April 2007
Merrill Lynch  January 1996 - September 2004

Education
Rollins College   1974 — 1978
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Ann Rucker Ann Rucker Greater Philadelphia Area Details
Ann Rucker's Ameriprise Financial Services, Inc. Experience 2012 - Present
Job Office Manager at Ameriprise Financial Services, Inc.
Industry Primary/Secondary Education
Experience
Ameriprise Financial Services, Inc.   2012 - Present
Bucks County Playhouse  2013 - 2013
Chandler Hall Health Services  2004 - 2012
Gavin Anderson & Company  1995 - 1996
Barnes & Noble  1995 - 1996
HarperCollins Publishers  1992 - 1993
Prentice Hall  1989 - 1990

Skills
Teaching, Lesson Planning, Early Childhood..., Tutoring, Teacher Training, Microsoft Office, Educational Leadership, Public Speaking, Curriculum Development, Public Relations, Editorial, Investor Relations

Education
Rutgers University
Bachelor of Arts (BA), Anthropology

Steve Lupkas Steve Lupkas Shelton, Connecticut Details
Steve Lupkas's Ameriprise Financial Services, Inc. Experience May 1995 - September 2005
Job Certified Financial Planner (CFP)/Financial Advisor, Dockside Wealth Advisors, LLC
Industry Investment Management
Experience
Dockside Wealth Advisors, LLC (formerly J. Stephens Wealth Management, LLC)   September 2005 - Present
Ameriprise Financial Services, Inc.   May 1995 - September 2005
Premier Appraisal Group   January 1992 - December 1994

Skills
Certified Financial..., Tax and investment..., Financial Planning, Money, Retirement Income..., Investment Strategies, Retirement, Personal Finance, Strategic Financial..., Financial Advisory, Portfolio Management, Retirement Planning, Wealth

Education
Sacred Heart University   1988 — 1991
Bachelor of Science, Finance

Trumbull High School   1984 — 1987

Mark Shuell Mark Shuell Saginaw, Michigan Area Details
Mark Shuell's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Certified Financial Planner Financial Advisor Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2011 - Present
Raymond James Financial Inc.  September 1983 - September 2011

Education
Saginaw Valley State University   1976 — 1980
BBA, Accounting

Travis Truax, MBA Travis Truax, MBA Greater Minneapolis-St. Paul Area Details
Travis Truax, MBA's Ameriprise Financial Services, Inc. Experience May 2009 - January 2011
Job Senior Marketing Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management  April 2012 - Present
Columbia Management  January 2011 - April 2012
Ameriprise Financial Services, Inc.   May 2009 - January 2011
First American Funds  December 2007 - April 2009
Transamerica Capital Inc.  April 2006 - December 2007

Skills
MBA, Series 24, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning, Retirement, FINRA, Uniform Combined State..., Securities, Investment Strategies, Financial Planning, Series 66, series 6

Education
University of Minnesota - Carlson School of Management   2007 — 2011
MBA, Business Administration

Saint John's University   2002 — 2005
B.A., Business Management

Hastings High School   1996 — 2000

Tara Pinchal, MBA Tara Pinchal, MBA Winter Park, Florida Details
Tara Pinchal, MBA's Ameriprise Financial Services, Inc. Experience March 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1996 - Present

Education
Rollins College
BA, Economics

Rollins College - Crummer Graduate School of Business
MBA

Rachel Tepper Rachel Tepper Greater New York City Area Details
Rachel Tepper's Ameriprise Financial Services, Inc. Experience October 2010 - November 2011
Job Sr. Financial Analyst at Frontier Communications
Industry Financial Services
Experience
Frontier Communications  September 2015 - Present
Frontier Communications  March 2015 - Present
Frontier Communications  November 2013 - March 2015
Gerald Metals  November 2012 - July 2013
Mario J. Gabelli School of Business   January 2012 - May 2012
Ameriprise Financial Services, Inc.   October 2010 - November 2011
Provident Healthcare Ventures   May 2011 - August 2011
DownStream Technologies, LLC.   May 2008 - August 2008

Skills
PowerPoint, Word, Excel, Photoshop, InDesign, Microsoft Excel, Microsoft Word, Access, Research, Leadership, Outlook, Finance, Public Speaking, Microsoft Office, Social Networking, Customer Service, Event Planning, Social Media

Education
Roger Williams University   2008 — 2012
Bachelor, Business Economics and Finance

Daniel (Bobby) Sopher Daniel (Bobby) Sopher Greater New York City Area Details
Daniel (Bobby) Sopher's Ameriprise Financial Services, Inc. Experience June 2012 - May 2013
Job Director of Client Relations at Sopher Financial Group
Industry Financial Services
Experience
Sopher Financial Group   October 2014 - Present
HCPLive  February 2014 - October 2014
Planet Honda NJ   June 2013 - February 2014
Ameriprise Financial Services, Inc.   June 2012 - May 2013

Skills
Finance, Portfolio Management, Analysis, Strategic Financial..., Financial Advisory, Wealth Management, Asset Allocation, Retirement Planning, Credit Analysis, Securities, Credit, Insurance, Credit Risk, Relationship Management, Funding, Loans, Mutual Funds, Getting The Job Done, Marketing Strategy, Digital Marketing, Email Marketing, Healthcare, Customer Service, Financial Planning, Microsoft Word, PowerPoint, Public Speaking, Social Networking, Leadership, Management, Social Media

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2009 — 2013
Bachelor of Science (BS), Finance, General

Rutgers, The State University of New Jersey-New Brunswick   2009 — 2013
Bachelor of Science (BS), Finance, General

Sean Andrew Fitzpatrick Sean Andrew Fitzpatrick Greater New York City Area Details
Sean Andrew Fitzpatrick's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Registered Operations Leader
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present

Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.), History

Mark Harwanko Mark Harwanko Bedminster, New Jersey Details
Mark Harwanko's Ameriprise Financial Services, Inc. Experience January 2010 - September 2010
Job Independent Financial Advisor / Retirement Planning / Wealth Management to "Win by Not Losing"
Industry Financial Services
Experience
Black River Financial, LLC   September 2010 - Present
Ameriprise Financial Services, Inc.   January 2010 - September 2010
Ameriprise Financial Services, Inc.   November 2008 - January 2010
H&R Block Financial Advisors  June 2006 - October 2008
Janney Montgomery Scott  December 1983 - June 2006

Skills
Strategic Financial..., Personal Finance, Investments, Wealth Management, Financial Advisory, Financial Services, Retirement Planning, Portfolio Management, Asset Management, Retirement, Small Business, Investment Advisory, Leadership, Finance, Insurance, Annuity Sales, 401k Rollovers, Risk Management, Fixed Income, Investment Management, Asset Allocation, Fixed Annuities, Indexed Annuities, Variable Annuities, IRAs, Roth IRA, Life Insurance, Municipal Bonds, Mutual Funds, Securities, Series 7, Series 63

Education
Rutgers, The State University of New Jersey-Newark   1980 — 1990
MBA, Finance

University of Delaware   1975 — 1980
BSCE, Civil Engineering

Tammra Radford Tammra Radford Tulsa, Oklahoma Details
Tammra Radford's Ameriprise Financial Services, Inc. Experience 2010 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2010 - Present
Ameriprise Financial  2003 - 2010
Homespun Treasures   1994 - 2001

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Planning, Retirement, Investments, Public Speaking, Financial Advisory, Microsoft Excel, Series 7, Asset Allocation, Portfolio Management, Mutual Funds, Insurance, Microsoft Office, Microsoft Word, PowerPoint

Education
Rogers State University
Bachelor of Arts (B.A.), Business Administration, Management and Operations, 3.92

Tulsa Community College
Associate of Arts (AA), Business Administration and Management, General

Taryn Lapierre Taryn Lapierre Hopkinton, Massachusetts Details
Taryn Lapierre's Ameriprise Financial Services, Inc. Experience September 2013 - February 2014
Job Marketing Manager at Allegion, PLC
Industry Marketing and Advertising
Experience
Allegion, PLC  April 2015 - Present
EMC  May 2014 - April 2015
Ameriprise Financial Services, Inc.   September 2013 - February 2014
Worldwide Express  June 2013 - August 2013
Kenney Manufacturing  April 2013 - May 2013
Kenney Manufacturing  February 2013 - April 2013
Supermedia  July 2011 - November 2011
Bridgeport Sound Tigers  January 2011 - May 2011
M.H. Stallman Company   May 2010 - August 2010
Collegiate Entrepreneurs  March 2009 - September 2009

Skills
Customer Service, Sales, Marketing, Leadership, Management, New Business Development, Account Management, Microsoft Office, Social Media, Social Media Marketing, Customer Satisfaction, Social Networking, Event Planning, Team Leadership, Microsoft Excel, Advertising, Microsoft Word, Public Speaking, Event Management, Team Building, Marketing Strategy, Facebook, Cold Calling, Entrepreneurship, Online Marketing, B2B, Market Planning, Accounting, Coaching, Direct Marketing, Marketing Communications, Market Research, Salesforce.com, PPC, Selling, Lead Generation, Sales Process, Direct Sales, Online Advertising, CRM, Sales Presentations, SEO, Sales Operations, Email Marketing, Customer Acquisition, Marketing Research, Google Adwords, Business Development, Business Planning, Public Relations

Education
Sacred Heart University   2007 — 2011
Bachelor of Science, Marketing

Sacred Heart University   2007 — 2011
BS, Sport Management

Mount St. Charles Academy   2003 — 2007

Ted Krize Ted Krize Greater Minneapolis-St. Paul Area Details
Ted Krize's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Senior Director, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2013 - Present
Ameriprise Financial Services, Inc.   September 2010 - January 2013
Ameriprise Financial Services, Inc.   July 2007 - September 2010
McKesson  November 2004 - July 2007
McKesson  August 2000 - November 2004
GE  August 1999 - August 2000
University of St. Thomas  August 1998 - August 1999
Northland Community and Technical College  August 1997 - August 1998

Skills
Process Improvement, Financial Services, SDLC, Business Analysis, Vendor Management, Business Process..., IT Strategy, Program Management, Project Portfolio..., Requirements Gathering, Strategy, Management, Project Management, Leadership, Cross-functional Team...

Education
University of St. Thomas   1995 — 1997
MA, English

St. John's University   1991 — 1995
BA, English

Paul Kalani, CRPC® Paul Kalani, CRPC® Greater Philadelphia Area Details
Paul Kalani, CRPC®'s Ameriprise Financial Services, Inc. Experience July 1993 - Present
Job Financial Advisor, Associate Vice President, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1993 - Present

Skills
Retirement Planning, Investments, Estate Planning, Retirement, Insurance

Education
Rutgers University-New Brunswick   1986 — 1990
B.S., Economics

Hammonton High School   1983 — 1986

Peter J. Passalacqua Peter J. Passalacqua Greater New York City Area Details
Peter J. Passalacqua's Ameriprise Financial Services, Inc. Experience January 1993 - December 1998
Job Certified Financial Planner™ at Frontier Financial Planning & Capital Management Inc.
Industry Financial Services
Experience
Frontier Financial Planning & Capital Management Inc.   September 1999 - Present
Ameriprise Financial Services, Inc.   January 1993 - December 1998

Skills
Customer Service, Strategic Planning, Nonprofits, Strategic Financial..., Financial Services, FINRA, Management, Social Media, Finance, Securities, Community Outreach, Public Speaking, Investments

Education
Rutgers Business School   1988 — 1992
Bachelor of Science (B.S.)

Joseph Sweeney Joseph Sweeney Greater New York City Area Details
Joseph Sweeney's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job President, Advice and Wealth Management Products and Service Delivery at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
Ameriprise Financial Services, Inc.   June 2009 - May 2012
Ameriprise Financial  June 2005 - May 2009
American Express Financial Advisors  April 2003 - May 2005
American Express Company  December 1998 - March 2003

Skills
Banking, Wealth Management, Strategic Financial..., Business Transformation, Retirement Planning, Series 7, Financial Services, Portfolio Management, Leadership, Strategy, Finance, Strategic Planning, Relationship Management, Securities, Series 24, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Financial Advisory, Investment Strategies, Uniform Combined State..., Retirement, Alternative Investments, Asset Management, FINRA, Fixed Income, Investment Management, Equities, Series 63, Values-based Leadership, Trusted Business Partner, 401k, Financial Planning

Education
Saint Anselm College   1979 — 1983
BA, Business & Economics

Scott M. Boyd Scott M. Boyd Greater Philadelphia Area Details
Scott M. Boyd's Ameriprise Financial Services, Inc. Experience August 2013 - August 2014
Job Financial Advisor at VALIC Financial (AIG)
Industry Financial Services
Experience
VALIC (AIG)   October 2014 - Present
Ameriprise Financial Services, Inc.   August 2013 - August 2014
PNC Investments  January 2013 - April 2013
E*TRADE Financial  February 2008 - September 2012
GAIN Capital  October 2006 - January 2008
Hennion & Walsh, Inc   June 2005 - October 2006
Best Buy  September 2000 - January 2005

Skills
Investments, Mutual Funds, Finance, Retirement Planning, Financial Services, Financial Planning, Retirement, Estate Planning, Investment Strategies, Insurance

Education
Rutgers University-New Brunswick   2001 — 2005
Bachelors of Science, Finance, Paleontology, Graphic Arts, Psychology

Pat Henehan Pat Henehan Greater New York City Area Details
Pat Henehan's Ameriprise Financial Services, Inc. Experience April 2014 - January 2015
Job Internal Investment Consultant at AMG Funds
Industry Financial Services
Experience
AMG Funds  February 2015 - Present
Ameriprise Financial Services, Inc.   April 2014 - January 2015
UCONN HEALTH  August 2011 - April 2014
Ameriprise Financial Services, Inc.   June 2010 - October 2010

Skills
Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Financial Reporting, Microsoft Word, Insurance, Investment Strategies, Business Economics, Personal Financial..., Team Leadership, Communication, Wealth Management, Problem Solving, Financial Accounting, Mutual Funds, Social Media, Finance, Investments

Education
University of Connecticut   2012 — 2016
Master of Business Administration (M.B.A.), Finance

Sacred Heart University   2007 — 2011
Bachelor of Science (B.S.), Finance

Sacred Heart University   2007 — 2011
Bachelor of Science (B.S.), Business/Managerial Economics

MaryAnn Lazzaro, CPA MaryAnn Lazzaro, CPA Morrisville, Pennsylvania Details
MaryAnn Lazzaro, CPA's Ameriprise Financial Services, Inc. Experience 2012 - Present
Job Financial Advisor with the practice of JRB Wealth Management, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2012 - Present
JRB Wealth Management   2006 - Present
HD Vest  2008 - 2012
Datex-Ohmeda  1991 - 1998
KPMG Peat Marwick  September 1985 - January 1989

Education
Rutgers University-New Brunswick   1981 — 1985
BA, Economics/Accounting

Patrick Carr Patrick Carr Baltimore, Maryland Area Details
Patrick Carr's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Registered Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2013 - Present
UBS Wealth Management  June 2008 - August 2013
Citi Smith Barney  January 2006 - May 2008

Skills
Uniform Combined State..., Series 7, Asset Allocation, Wealth Management, Financial Analysis, Finance, Investments, Mutual Funds, Equities, Securities

Education
Saint Bonaventure University   2001 — 2005
Bachelor of Arts (B.A.), History

Chantay Moore Chantay Moore Chicago, Illinois Details
Chantay Moore's Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2012 - Present
thinkorswim  December 2011 - December 2012
Genesis Wealth Management   March 2009 - August 2009
Groshong & Associates   August 2007 - March 2008
Ameriprise Financial Services, Inc.   January 2006 - April 2007

Skills
Mutual Funds, Retirement Planning, Series 63, Series 7, Wealth Management, Life Insurance, College Education..., Personal Financial..., Retirement, Investment Strategies, Securities, Microsoft Excel, Financial Services, Investments, Insurance

Education
Roosevelt University   2002 — 2005
Bachelor of Science (B.S.), Accounting

Jonathan Ingalls, RICP® Jonathan Ingalls, RICP® Greater Minneapolis-St. Paul Area Details
Jonathan Ingalls, RICP®'s Ameriprise Financial Services, Inc. Experience June 2012 - August 2013
Job Internal Retirement Consultant at Allianz Life Financial Services, LLC
Industry Financial Services
Experience
Allianz Life Financial Services, LLC  August 2013 - Present
Ameriprise Financial Services, Inc.   June 2012 - August 2013
Robert Zagrodny CPA, Inc.   July 2011 - May 2012
One Bellevue Restaurant   July 2010 - August 2011
The Hotel Viking  April 2010 - August 2011
Roger Williams University  September 2008 - December 2009
Round Hill Fence & Security   May 2006 - October 2009

Education
Roger Williams University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

Matthew Echaniz, CFP® Matthew Echaniz, CFP® Chesapeake, Virginia Details
Matthew Echaniz, CFP®'s Ameriprise Financial Services, Inc. Experience May 1999 - July 2009
Job Managing Principal at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors  June 2011 - Present
1st Global  July 2009 - June 2011
Ameriprise Financial Services, Inc.   May 1999 - July 2009

Skills
Wealth Management, Strategic Financial..., Insurance, Estate Planning, Financial Advisory, Retirement Planning, Finance, Management, Coaching, Financial Services, Leadership, Financial Planners, Marketing, Tax, Investments, Sales, Series 7, Mutual Funds, Asset Management, Tax Reduction Strategies, FINRA, Portfolio Management

Education
Saint Anselm College   1995 — 1999
BA, Mathematics and Economics

Jon Cowart Jon Cowart Lonsdale, Minnesota Details
Jon Cowart's Ameriprise Financial Services, Inc. Experience January 2000 - Present
Job Financial Advice Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2000 - Present

Skills
Empathy, Fast Learner, Adaptability, Intellection, Achieve Results

Education
St. John's University   1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General

FB Kellogg SHS   1978 — 1981
HS Degree

Michael R. Gould, CFP®, CRPC® Michael R. Gould, CFP®, CRPC® Greater New York City Area Details
Michael R. Gould, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc., An Ameriprise Platinum Financial Services® Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2000 - Present

Education
Rutgers University-New Brunswick   1986 — 1992
BA, Psychology

Alexander Carr, CFP®, CRPC® Alexander Carr, CFP®, CRPC® Montclair, New Jersey Details
Alexander Carr, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2006 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2006 - Present

Education
Rutgers, The State University of New Jersey-New Brunswick   2000 — 2004
BS, Biological Sciences

Jerald Cooperman Jerald Cooperman Dallas/Fort Worth Area Details
Jerald Cooperman's Ameriprise Financial Services, Inc. Experience July 2011 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2011 - Present

Education
Roosevelt University
Music Teacher Education

Doug Lawrence Doug Lawrence Greater Minneapolis-St. Paul Area Details
Doug Lawrence's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Managed Accounts Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2015 - Present
Contego Capital Financial Group (formerly River Rock Brokerage)   July 2012 - April 2015
brocorXchange   March 2012 - June 2012
VALIC  May 2011 - March 2012
Slider Trading   June 2009 - March 2012
The Stenglein Group   December 2010 - May 2011
Ameriprise Financial  January 2007 - June 2009
Ameriprise Financial  January 2000 - January 2007

Skills
Fixed Annuities, Series 7, 401k, Asset Allocation, Estate Planning, Financial Advisory, Financial Planners, Financial Services, Health Insurance, Investments, Leadership, Retirement, Retirement Planning, Sales, Sales Operations, Series 63, Small Business, Strategic Financial..., Variable Annuities, Wealth Management, Mutual Funds, Financial Planning, Insurance, Marketing, Finance, Strategic Planning

Education
St. John's University   1987 — 1991
Bachelor, Science Business Management

CSB/SJU

College of Financial Planning CMFC and CRPC designations

Spring Lake Park High School

Spring Lake Park High School

Kevin A. Keane CFP®, CRPC®, CMFC® Kevin A. Keane CFP®, CRPC®, CMFC® Sioux City, Iowa Area Details
Kevin A. Keane CFP®, CRPC®, CMFC®'s Ameriprise Financial Services, Inc. Experience 1987 - 2011
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
KEANE AND ASSOCIATES   1987 - Present
Ameriprise Financial Services, Inc.   1987 - 2011
Security National Bank  July 1985 - February 1987

Education
St. John's University   1981 — 1985
BS, Business Administration

Martin Wera Martin Wera Greater Minneapolis-St. Paul Area Details
Martin Wera's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Director Community Relations at Ameriprise Financial
Industry Philanthropy
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
Charities Review Council  March 2009 - November 2011
Minnesota Civic Engagement Table   December 2007 - January 2009
Grassroots Solutions  June 2005 - April 2007
Annie E. Casey Foundation  November 2004 - June 2005
Center for Democracy and Citizenship   September 2003 - October 2004

Skills
Philanthropy, Leadership Development, Grassroots Organizing, Grants, Civic Engagement, Organizational..., Management, Community Outreach, Non-profits, Community Development, Program Evaluation, Public Policy, Public Relations, Training, Leadership, Strategic Planning, Fundraising, Program Development, Volunteer Management, Public Speaking, Workshop Facilitation, Capacity Building, Nonprofits, Grant Writing, Research, Grassroots

Education
University of Minnesota-Twin Cities
MPP, Nonprofit Management, Community and Economic Development

St. John's University
BA, Spanish

Richard Byank, CFP®, ChFC®, APMA®, CRPC® Richard Byank, CFP®, ChFC®, APMA®, CRPC® Greater New York City Area Details
Richard Byank, CFP®, ChFC®, APMA®, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2005 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2005 - Present
CH2M HILL  October 2003 - January 2005
Parsons  2001 - 2003

Skills
Management, Finance, Financial Planning, Retirement Planning, Financial Services, Retirement, Estate Planning, Strategy, Investment Strategies, Strategic Planning, Investments, Program Management

Education
Rutgers University-New Brunswick   1990 — 1995
B.S., Geological Sciences

Nicholas Gentile Nicholas Gentile Greater Boston Area Details
Nicholas Gentile's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Marketing Manager at Gage & Wilson, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2014 - Present
Ameriprise Financial Services, Inc.   May 2013 - May 2014
Fabrizia Spirits   May 2010 - July 2012

Skills
Leadership, Project Management, Process Improvement, Management, Customer Service, Risk Management, Microsoft Office, Microsoft Excel

Education
Roger Williams University   2009 — 2013
Bachelor's degree, Business Administration and Management, General

Daniel Minich Daniel Minich Bradford, Pennsylvania Details
Daniel Minich's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Financial Management Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
PNC  January 2014 - January 2015
YMCA  August 2012 - January 2014
Education Management Corporation  2009 - 2012
Dresser, Inc., a GE Energy Services company   May 2007 - March 2009

Skills
Positive Can-do Attitude, Sales Management, Financial Analysis, Marketing Strategy, Marketing Communications, Ethical Leadership, Cold Calling, Job Coaching, Customer Service, Public Speaking, Fundraising, Marketing, Team Building, Nonprofits, Advertising, Volunteer Management, Leadership, Event Planning, Training, Recruiting, Sales, Social Networking, Strategic Planning, Social Media Marketing, Social Media, Risk Management

Education
St. Bonaventure University   2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services

University of Pittsburgh   2003 — 2007
Bachelor of Science, Business Administration and Management, General

Margaret(Peg Jacobs) VanDrisse, AIRC Margaret(Peg Jacobs) VanDrisse, AIRC Greater Minneapolis-St. Paul Area Details
Margaret(Peg Jacobs) VanDrisse, AIRC's Ameriprise Financial Services, Inc. Experience January 2001 - July 2005
Job Contract Analyst/Business Analyst at RiverSource Life Insurance Company
Industry Health, Wellness and Fitness
Experience
RiverSource Life Insurance Company   June 2013 - Present
Life Insurance, Health Insurance, Financial Services companies   January 2013 - Present
OptumHealth  October 2011 - August 2012
Allianz Life  May 2010 - December 2010
Thrivent Financial for Lutherans  September 2009 - April 2010
Ameriprise Financial  July 2005 - June 2009
Ameriprise Financial Services, Inc.   January 2001 - July 2005
Ameriprise Financial Services, Inc.   1985 - 2001

Skills
Securities Regulation, Insurance, Technical Leadership, Cross-functional Team..., Regulatory Affairs, Regulatory Guidelines, Insurance Law, Financial Services, Legal Interpretation, Claims Handling, Training, Analysis, Leadership, Auditing, Business Excellence, Business Process, Risk Management

Education
Roosevelt University
Lawyer's Assistant Certificate, Litigation

The University of North Dakota
BA, Double Major - Political Science/Pre-Law and American History

Terry Leiendecker Terry Leiendecker Greater Minneapolis-St. Paul Area Details
Terry Leiendecker's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Franchise Field Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
Thrivent Financial for Lutherans  February 2008 - October 2012
Ameriprise Financial Services, Inc.   2003 - 2008

Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Estate Planning, Financial Advisory, Strategic Financial..., Asset Allocation, Investments, Investment Advisory, Mutual Funds, Fixed Annuities, 401k, Securities, Series 24, Series 63, Investment Strategies, Financial Planners, Insurance, Financial Services, FINRA, 401k Rollovers

Education
Saint John's University   1980 — 1984
BS, Business Administration

Daniel Dijak, Sr. Daniel Dijak, Sr. Saginaw, Michigan Area Details
Daniel Dijak, Sr.'s Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Financial Advisor / Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
Raymond James Financial  June 1985 - February 2012

Education
Saginaw Valley State University - College of Business and Management   1974 — 1978
Bachelor of Business Administration (BBA), Marketing

John Rearden John Rearden Greater Philadelphia Area Details
John Rearden's Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1998 - Present

Education
Rutgers University-New Brunswick   1990 — 1994

Holy Cross High School

Pennsauken High School

Pennsauken High School

Luke Opsahl Luke Opsahl Greater Minneapolis-St. Paul Area Details
Luke Opsahl's Ameriprise Financial Services, Inc. Experience July 2011 - Present
Job Brokerage Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2011 - Present
Northwestern Mutual  May 2010 - May 2011
Take it to eleven, Inc.   2008 - 2008

Education
Saint John's University   2007 — 2011
B.A., Economics

Duncan Shannon Duncan Shannon Greater Minneapolis-St. Paul Area Details
Duncan Shannon's Ameriprise Financial Services, Inc. Experience September 2009 - January 2012
Job Senior PreSales Systems Engineer at EMC
Industry Information Technology and Services
Experience
EMC  January 2013 - Present
MoneyGram International  January 2012 - December 2012
Ameriprise Financial Services, Inc.   September 2009 - January 2012
Long Lake Volunteer Fire Department   September 2009 - July 2011
Ameriprise Financial, Inc.   July 2007 - September 2009
Ameriprise Financial  September 2006 - July 2007
Techfluent   October 2005 - September 2006
Premier Technologies, Inc  November 2001 - October 2005
Open Ratings  2000 - 2001
Members Connect (eGrad)   1999 - 2000

Skills
Strategic Planning, Team Building, Project Delivery, PowerVM, Wintel, VMware, Process Improvement, AIX, Architecture, Enterprise Architecture, Data Center, Reference Architecture, Integration, Vendor Management, Storage, Virtualization, Project Management, Cloud Computing, SDLC, High Availability, Program Management, VMware Infrastructure, Enterprise Software, Solution Architecture, SOA, ITIL, SAN, Technical Architecture, Governance, Infrastructure, Leadership, Unix, IT Strategy, Disaster Recovery, Business Intelligence, IT Service Management, Business Continuity, Management, Servers, Pre-sales, Consulting, Requirements Analysis

Education
St. John's University   1995 — 1999
Bacherlors, Computer Science

College International de Cannes   1996 — 1996
French Language, Literature and History

Northfield High School   1991 — 1995

Continuing Technical Education
Various Technical

Other Continuing Education
Volunteer and Community

Nicholas Forliti, CFP(R), AAMS Nicholas Forliti, CFP(R), AAMS Rochester, Minnesota Area Details
Nicholas Forliti, CFP(R), AAMS's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Financial Advisor,Certified Financial Planner professional, Ameriprsie Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2013 - Present
Palen, Hammes, and Associates, Ameriprise Financial Inc.   August 2007 - September 2013
Wells Fargo  May 2006 - August 2006
Top Shelf Hockey Camp   2000 - 2006

Education
St. John's University   2003 — 2007
Bachelor of Arts, Finance, Communication

Saradjine Agenoir Saradjine Agenoir Greater Atlanta Area Details
Saradjine Agenoir's Ameriprise Financial Services, Inc. Experience October 2014 - February 2015
Job Exceptional Sr. Administrative Assistant providing genuine service in return for satisfied clients.
Industry Executive Office
Experience
Microsoft  May 2015 - September 2015
Ameriprise Financial Services, Inc.   October 2014 - February 2015
Pegasystems  April 2014 - June 2014
On The Go Tax   January 2006 - April 2014
Nelson Mullins LLC   March 2010 - January 2013

Skills
Microsoft Office, Star-Guest Application..., Internet Research, Analytical Skills, Critical Thinking, Multi Tasking, Customer Service, Call Center, Heavy Calendaring, Self-driven, Team Leadership, Sales Management, Public Speaking, Writing, Multicultural, Leadership, Filing, Fax, Time Management, Data Entry, Spreadsheets, Microsoft Word, Strategic Planning, Outlook, Social Networking, PowerPoint, Microsoft Excel, Event Planning, Administrative..., Facebook, File Management, Fundraising, Copying, Social Media, Editing, Travel Arrangements, Telephone Skills, Event Management, Nonprofits, Social Media Marketing, Leadership Development, Marketing, Scanners, Office Management, Public Relations, Multi-line Phone, Clerical Skills, Sales, Confidentiality, Calendaring

Education
Roxbury Community College   2013 — 2016
Associate's Degree, Paralegal

Boston Language Institute   2012 — 2013
Certificate, Spanish & French Language and Literature

U.S Small Business Administration
Certificate Of Completion, Marketing 101

Jamie DeAngelis Jamie DeAngelis Greater Philadelphia Area Details
Jamie DeAngelis's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Client Service Specialst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
Philadelphia Art Alliance  February 2014 - February 2015
Philadelphia Art Alliance  February 2013 - February 2014
Jeni's Splendid Ice Creams  February 2013 - December 2013
Philadelphia Art Alliance  September 2012 - January 2013
Main Line Art Center  January 2012 - May 2012
Warrior Writers  September 2011 - March 2012
Philadelphia Sculptors   September 2011 - December 2011
DeAngelis & Son, Inc.   December 2009 - July 2011
Torrid  August 2008 - September 2009

Skills
Arts Administration, Fundraising, Non-profits, Art, Editing, Event Planning, Social Media, Photoshop, Blogging, Facebook, Nonprofits, Event Management, Marketing, Data Entry, Research, WordPress, Social Networking, Customer Service, Office Management, Community Outreach, Public Speaking, Public Relations, Creative Writing, Sales, Volunteer Management, Press Releases, Art History, PowerPoint, Social Media Marketing

Education
Drexel University   2011 — 2014
Arts Administration, Development/Operations

Rosemont College   2004 — 2008
Bachelor of Arts (B.A.), Fine and Studio Arts, Art History

St. Mary's High School   2000 — 2004

Devin McCreary Devin McCreary Orlando, Florida Details
Devin McCreary's Ameriprise Financial Services, Inc. Experience May 2015 - August 2015
Job Servicing Support at FBC Mortgage LLC
Industry Financial Services
Experience
FBC Mortgage LLC  October 2014 - Present
Ameriprise Financial Services, Inc.   May 2015 - August 2015
FBC Mortgage LLC  September 2013 - October 2014
Mosaic Wealth Management Group, Inc  May 2013 - August 2013
ETourandTravel, Inc.   November 2012 - August 2013
U-Haul International, Inc.   July 2011 - November 2012
Faith Assembly of God  July 2010 - July 2011

Skills
Finance, Outlook, Mortgage Lending, Loans, Microsoft Excel, Budgets, Sales, Microsoft Office, Microsoft Word, Investments, Wealth Management, Windows, Public Speaking, Teamwork

Education
Rollins College - Crummer Graduate School of Business   2014 — 2016
Master of Business Administration (M.B.A.), Finance and Management

Rollins College   2011 — 2015
Bachelor’s Degree, Economics, 3.6 (Cum Laude)

Nikila Okorowo Nikila Okorowo Orlando, Florida Details
Nikila Okorowo's Ameriprise Financial Services, Inc. Experience 2015 - Present
Job Registered Client Service Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2015 - Present
Walgreens  2012 - 2014
Merrill Lynch  2006 - 2011
Morgan Stanley  2002 - 2006

Skills
Series 7, Retirement Planning, Wealth Management, Equities, Mutual Funds, Investments, Fixed Income, Series 63, Securities, Portfolio Management, Bloomberg, Strategic Financial..., Retirement, Asset Allocation, Financial Analysis, Leadership, Microsoft Word, Financial Planning, Customer Service

Education
Rollins College
Bachelor's degree, International Affairs and Business Administration

Valencia College

Jason Yager Jason Yager Greater Philadelphia Area Details
Jason Yager's Ameriprise Financial Services, Inc. Experience July 2001 - February 2004
Job Chief Finance / Administrative Officer at Global Tax Management
Industry Management Consulting
Experience
Global Tax Management  January 2015 - Present
KPMG  October 2008 - January 2015
J.P. Morgan   February 2004 - October 2008
Ameriprise Financial Services, Inc.   July 2001 - February 2004
EisnerAmper LLP  April 2000 - July 2001
Deloitte  August 1997 - April 2000

Skills
Business Strategy, Operations Management, Managerial Finance, Project Management, Risk Management

Education
Rutgers, The State University of New Jersey-Newark   2001 — 2005
Master of Business Administration (M.B.A.), Finance, General

The College of New Jersey   1993 — 1997
Bachelor of Science (B.S.), Finance, General

Dilip Shekhar Dilip Shekhar Leesburg, Florida Details
Dilip Shekhar's Ameriprise Financial Services, Inc. Experience May 2014 - May 2015
Job M&A Intern at Oracle
Industry Financial Services
Experience
Oracle  May 2015 - August 2015
Ameriprise Financial Services, Inc.   May 2014 - May 2015

Skills
Microsoft Office, Java, Valuation, C++, Ruby, SQL, Trading Systems, Global Macro, Due Diligence

Education
Rollins College   2014 — 2017
Bachelor's degree, Computer Science, 4.0

Rollins College   2014 — 2017
Bachelor's degree, Economics

Shabih Aftab Shabih Aftab Greater New York City Area Details
Shabih Aftab's Ameriprise Financial Services, Inc. Experience November 2013 - May 2014
Job Analyst at Gap Inc.
Industry Retail
Experience
Gap Inc.  June 2015 - Present
L'Oréal   May 2014 - March 2015
Ameriprise Financial Services, Inc.   November 2013 - May 2014
First Investors  August 2013 - November 2013
Ameriprise Financial Services, Inc.   March 2013 - April 2013
Possible Consulting Inc.   January 2012 - August 2012

Skills
Microsoft Excel, Time Management, PowerPoint, Microsoft Word, Finance, Leadership, Public Speaking, Critical Thinking, Analysis, Microsoft Office, Management, Teamwork, Derivatives, Market Analysis, Marketing, Customer Service, Social Media, Data Entry

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2011 — 2015
Bachelor's degree, Finance, General

Rutgers, The State University of New Jersey-New Brunswick   2011 — 2015
Bachelor's degree, Finance, General

Thomas Breen Thomas Breen Northport, New York Details
Thomas Breen's Ameriprise Financial Services, Inc. Experience September 2014 - January 2015
Job Talent Sourcer at Lloyd Staffing
Industry
Experience
Lloyd Staffing  August 2015 - Present
Ameriprise Financial Services, Inc.   September 2014 - January 2015
Kappa Sigma Fraternity  August 2013 - December 2014
Caribbean Air   June 2012 - August 2014
Anastasio Associates   May 2010 - September 2010

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Leadership, PowerPoint, Public Speaking, Teamwork, Customer Service, Facebook, Time Management, Event Planning, Management, Fundraising, Social Networking

Education
Sacred Heart University   2011 — 2015
Bachelor's degree, Finance, General

Northport High School   2007 — 2011

Stephanie Tocco Stephanie Tocco Voorhees, New Jersey Details
Stephanie Tocco's Ameriprise Financial Services, Inc. Experience July 2003 - Present
Job Financial Advisor at Barroway & Associates, A Financial Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2003 - Present
Capital Supply   August 1998 - May 2003

Skills
Long Term Care Insurance, Disability Insurance, ETFs, Credit Analysis, Wealth Accumulation, Wealth Management, Variable Annuities, Pensions, High Net Worth..., 401k Rollovers, Financial Analysis, Financial Markets, Strategic Financial..., Employee Benefits, Investment Banking, Investment Strategies, Tax Free Income, Income Tax, Municipal Bonds, Mutual Funds, Stocks, REIT

Education
Rutgers, The State University of New Jersey-Camden   1999 — 2003
Bachelor of Science (B.S.), Finance

Cinnaminson High School

Jeana D'Agostino Jeana D'Agostino Voorhees, New Jersey Details
Jeana D'Agostino's Ameriprise Financial Services, Inc. Experience March 2006 - January 2011
Job Internal Consultant at Delaware Investments a member of Macquarie Group
Industry Financial Services
Experience
Delaware Investments  April 2014 - Present
Lincoln Financial Advisors  January 2011 - March 2014
Ameriprise Financial Services, Inc.   March 2006 - January 2011

Skills
Series 7, Series 66, Life & Health Insurance..., Variable Life, Retirement Planning, Strategic Financial..., Investments, Retirement, Wealth Accumulation, Investment Advisory, Wealth Management, Fixed Annuities, Insurance, IRAs, Estate Planning, Financial Planners, Mutual Funds, Uniform Combined State...

Education
Rowan University   2005 — 2009
Bachelor of Science (B.S.), Accounting

Eastern High School

Garrett Bassett, CRPC® Garrett Bassett, CRPC® Greater Minneapolis-St. Paul Area Details
Garrett Bassett, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Financial Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2012 - Present
BRS Aerospace   June 2011 - August 2011

Education
St. John's University   2008 — 2012
Bachelor's degree, Business Administration

Brian Attard Brian Attard Hammonton, New Jersey Details
Brian Attard's Ameriprise Financial Services, Inc. Experience February 2006 - September 2009
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade  November 2012 - Present
Scottrade  July 2011 - November 2012
Scottrade  October 2009 - July 2011
Ameriprise Financial Services, Inc.   February 2006 - September 2009

Skills
Investments, Stocks, Bonds, Mutual Funds, Portfolio Management, Sales Management, Branch Management, Microsoft Excel, PowerPoint, ETFs, Financial Services, Retirement Planning, Business Coaching, Series 7, Series 63, Series 9, Series 10, Asset Allocation, IRAs, Options, Securities, Finance, Retirement, Equities, 401k, Asset Management, FINRA, Financial Modeling, Series 24, Financial Markets, Investment Advisory, Wealth Management, Uniform Combined State...

Education
Rutgers, The State University of New Jersey-Camden   2003 — 2006
Bachelor's degree, Finance, General

Delaney Downing Delaney Downing Greater New York City Area Details
Delaney Downing's Ameriprise Financial Services, Inc. Experience September 2011 - May 2012
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2013 - Present
Richman Asset Management, Inc.   May 2012 - July 2013
Ameriprise Financial Services, Inc.   September 2011 - May 2012
Fox News Channel  June 2011 - August 2011
Thomson Horstmann & Bryant  December 2010 - May 2011

Skills
Financial Statements, Investments, Financial Analysis, Microsoft Excel, Finance, Corporate Finance, Asset Managment

Education
Sacred Heart University   2008 — 2012
BS, Finance

Kristopher Daoud Kristopher Daoud Greater New York City Area Details
Kristopher Daoud's Ameriprise Financial Services, Inc. Experience May 2013 - September 2014
Job Student at Sacred Heart University
Industry Financial Services
Experience
Easton Community Center  March 2015 - Present
Miloco   June 2014 - Present
The Cutting Room Studios  May 2014 - January 2015
Ameriprise Financial Services, Inc.   May 2013 - September 2014

Skills
Microsoft Office, Teamwork, Public Speaking, Operations Management, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, English, Marketing Strategy, Financial Accounting, Economics, Finance, Strategic Planning, Leadership, Outlook, Windows, Budgets

Education
Sacred Heart University   2013 — 2015
Business Administration, Management and Operations

Stetson University   2011 — 2013
Business Administration and Management, General

Cheshire Academy   2008 — 2011
High School

Dong Choi Dong Choi San Francisco Bay Area Details
Dong Choi's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
Morgan Stanley  2003 - February 2012
Shoreline Pacific   2001 - 2002
Houlihan Lokey  1999 - 2001

Education
Rutgers, The State University of New Jersey-New Brunswick   1991 — 1995
Bachelor of Science (B.S.), Finance, General

Raymond Bolleia Raymond Bolleia Greater New York City Area Details
Raymond Bolleia's Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Financial Advisor/Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2009 - Present

Education
RUTGERS UNIVERSITY-NEWARK   1970 — 1977
Bachelor of Science -Accounting, Accounting/Economics

Rutgers, The State University of New Jersey-Newark

Brian Broadwell Brian Broadwell Greater Minneapolis-St. Paul Area Details
Brian Broadwell's Ameriprise Financial Services, Inc. Experience 2008 - July 2014
Job Senior Director Finance Tech Services at SUPERVALU
Industry Retail
Experience
SUPERVALU  August 2014 - Present
Ameriprise Financial Services, Inc.   2008 - July 2014
United Health Group  2007 - 2008
Accenture  2004 - 2007
Best Buy  July 1994 - July 2004
Target  1985 - 1990

Skills
Analysis, Financial Modeling, Leadership, Strategic Planning, Outsourcing, Finance, Strategic Financial..., Forecasting, Financial Reporting, Financial Analysis, Business Intelligence, Managerial Finance, Project Planning, Process Improvement, Strategy, Financial Planning, Budgets, Management, Team Building, Business Process..., Business Analysis, Cross-functional Team..., Project Management, Retail, Change Management, Business Strategy, IT Strategy, Vendor Management

Education
St. John's University
Bachelor’s Degree, Business

University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Finance

Joe Batcha, CPA Joe Batcha, CPA Greater Minneapolis-St. Paul Area Details
Joe Batcha, CPA's Ameriprise Financial Services, Inc. Experience June 2008 - August 2008
Job Controller at Interstate Energy Partners
Industry Mining & Metals
Experience
Interstate Energy Partners   May 2012 - Present
US Water Services  January 2012 - May 2012
United Subcontractors, Inc.   April 2010 - December 2011
Lessard Group  September 2009 - April 2010
Ameriprise Financial Services, Inc.   June 2008 - August 2008

Education
St. John's University   2005 — 2009
BS, Accounting

Bradley Erbes Bradley Erbes Greater Minneapolis-St. Paul Area Details
Bradley Erbes's Ameriprise Financial Services, Inc. Experience 2015 - Present
Job DirectorBusiness Transformation at Ameriprise Financial Services, Inc.
Industry Management Consulting
Experience
Ameriprise Financial Services, Inc.   2015 - Present
Ameriprise Financial Services, Inc.   September 2012 - July 2015
OptumHealth  December 2011 - September 2012
OptumInsight  September 2010 - December 2011
Baker Tilly-Virchow Krause  September 2005 - October 2010
US Bank  1998 - 2005

Skills
Revenue Enhancement, Process and Technology..., Customer Experience, Product rationalization..., Operating cost..., Program management and..., Risk Management

Education
University of Wisconsin-Madison - School of Business   2010 — 2012
Executive Masters, Banking

University of St. Thomas - Opus College of Business   1998 — 2002
Masters, Business

St. John's University   1991 — 1995
B.A.

Tommaso Merullo Tommaso Merullo Greater Boston Area Details
Tommaso Merullo's Ameriprise Financial Services, Inc. Experience January 2012 - June 2012
Job Accountant II at Keurig Green Mountain, Inc.
Industry Accounting
Experience
Keurig Green Mountain, Inc.   April 2015 - Present
John Hancock Financial Services  May 2013 - April 2015
Roger Williams University  April 2011 - May 2013
John Hancock Life Insurance Company (U.S.A.)   May 2012 - September 2012
Ameriprise Financial Services, Inc.   January 2012 - June 2012

Skills
PowerPoint, Excel, Word, Microsoft Office, Outlook, Microsoft Excel, Research, Analysis, Finance, Budgets, Microsoft Word, Financial Analysis, Account Reconciliation, Financial Reporting, Access, Accounting, US GAAP, Financial Statements

Education
Roger Williams University   2009 — 2013
Bachelors, Accounting

Sandra Torres Ernest Sandra Torres Ernest Vineland, New Jersey Details
Sandra Torres Ernest's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Accountant at Martini & Martini CPA
Industry Accounting
Experience
Martini & Martini CPA   June 2006 - Present
Ameriprise Financial Services, Inc.   2005 - 2006
AIG Advisor Group  1999 - 2005
Gloucester County College  2000 - 2002

Skills
Account Reconciliation, Financial Reporting, Accounting, Financial Accounting, General Ledger, Fixed Assets, Journal Entries, Accruals, Financial Statements, GAAP, Tax Returns, Sales Tax

Education
Thomas Edison State College   2010 — 2011
Bachelor of Science in Accounting, Accounting and Business/Management

Rowan College at Gloucester County   2000 — 2002
Associate of Arts and Sciences (A.A.S.), Database Management and Accounting

Vineland High School   1989 — 1992

Jennifer Mercier Jennifer Mercier Greater Detroit Area Details
Jennifer Mercier's Ameriprise Financial Services, Inc. Experience January 2010 - February 2012
Job Executive Coach & Facilitator
Industry Management Consulting
Experience
Independent Management & Leadership Training Consultant   June 2012 - Present
The Droste Group   August 2012 - December 2014
Lawrence Technological University  January 2012 - December 2013
Ameriprise Financial Services, Inc.   January 2010 - February 2012
Ameriprise Financial Services, Inc.   September 2005 - January 2010
General Motors  November 1985 - April 2000

Skills
Workshop Facilitation, Workshop Development, Leadership Development, Organizational..., Team Building, Team Leadership, Executive Coaching, Personal Coaching, Leadership, Business Development, Change Management, Coaching, Customer Satisfaction, Customer Service, Career Development, Employee Training, Management, Management Consulting, Organizational..., Performance Management, Program Management, Public Speaking, Small Business, Staff Development, Training, Analysis, Marketing

Education
Saginaw Valley State University - College of Business and Management   1981 — 1989
MBA, Business Administration and Management, General

Michael Bozzone Michael Bozzone Fairfield, New Jersey Details
Michael Bozzone's Ameriprise Financial Services, Inc. Experience September 2006 - December 2007
Job Financial Advisor at Cornerstone Planning Group, LLC
Industry Financial Services
Experience
Cornerstone Planning Group, LLC   April 2015 - Present
Carey Financial, LLC  December 2010 - March 2015
Treasury Partners  January 2010 - November 2010
Cohen & Steers  March 2008 - January 2010
Ameriprise Financial Services, Inc.   September 2006 - December 2007

Skills
Series 7, Mutual Funds, Finance, Investments, Sales, Portfolio Management, Financial Analysis, Financial Advisory, Marketing, Series 63, Life Insurance, 401k Rollovers, Small Business..., Estate Planning

Education
Rutgers University-New Brunswick   2002 — 2006
Bachelor's Degree, Economics and Political Science

Rutgers University-New Brunswick
Economics and Political Science

Daniel Mathews Daniel Mathews New York, New York Details
Daniel Mathews's Ameriprise Financial Services, Inc. Experience January 2012 - May 2012
Job Equity Trader at Seven Points Capital
Industry Capital Markets
Experience
Seven Points Capital  September 2013 - Present
Wynston Hill Capital, LLC   May 2012 - Present
Ameriprise Financial Services, Inc.   January 2012 - May 2012
The Atlantic Club  May 2005 - September 2011

Skills
Financial Modeling, Microsoft Office, Financial Analysis, Investments, Economics, Valuation

Education
Rutgers, The State University of New Jersey-New Brunswick   2009 — 2013
Bachelors, Finance

Eric Prawalsky Eric Prawalsky Greater Minneapolis-St. Paul Area Details
Eric Prawalsky's Ameriprise Financial Services, Inc. Experience May 2005 - November 2007
Job Operations Manager at Parametric Portfolio Associates, LLC
Industry Financial Services
Experience
Parametric Portfolio Associates, LLC   March 2013 - Present
The Clifton Group  May 2011 - March 2013
Lacrosse Global Fund Services  November 2007 - May 2011
Ameriprise Financial Services, Inc.   May 2005 - November 2007

Skills
Trade Management Design, Reconciliation..., Process Consulting, Reconciliation, Risk Management, Financial Planning, Excel, Process Improvement, Analysis, Hedge Funds, Problem Solving, Management, Investments, Financial Analysis

Education
St. John's University   2001 — 2005
BA, Economics

Trisha Wilke Trisha Wilke Palms, Michigan Details
Trisha Wilke's Ameriprise Financial Services, Inc. Experience September 2010 - Present
Job Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2010 - Present

Education
Saginaw Valley State University   2002 — 2007
Bachelor's Degree, Accounting

Barb Smith Barb Smith Greater Minneapolis-St. Paul Area Details
Barb Smith's Ameriprise Financial Services, Inc. Experience February 2001 - February 2003
Job Sr. Administrative Assistant at Amerirprise Financial Inc.
Industry Financial Services
Experience
Ameriprise Financial  April 2005 - Present
Ameriprise Financial Advisors  2005 - Present
Ameriprise Financial  February 2003 - April 2005
Ameriprise Financial Services, Inc.   February 2001 - February 2003
Ameriprise Financial Services, Inc.   July 1999 - February 2001
Ameriprise Financial Inc.  June 1997 - July 1999

Skills
Lotus Notes, PeopleSoft, Concur, Visio, Financial Services, Vendor Management, Process Improvement, Insurance, Access, Mutual Funds, Business Analysis, Onboarding, Requirements Gathering, Change Management, Time Management, Risk Management, SharePoint, Relationship Management, Training, SDLC, Business Process, Business Process..., Analysis, Program Management, Leadership, Microsoft Office

Education
Sacred Heart University   1986 — 1988
bs, Business Administration and Management, General

Katharine Gibbs   1978 — 1979
one year certificate, one year certificate

Notre Dame High School

Notre Dame High School

Camillo Matteucci Camillo Matteucci Greater New York City Area Details
Camillo Matteucci's Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2008 - Present
Amerprise Financial Services, Inc.   1998 - Present
H&R Block Financial Advisors  December 1999 - October 2008

Education
Rutgers University-New Brunswick   1994 — 1998

Marcus Genzlinger Marcus Genzlinger Greater Minneapolis-St. Paul Area Details
Marcus Genzlinger's Ameriprise Financial Services, Inc. Experience 2004 - 2005
Job Growth hacking with UX, social, lead generation, mobile, analytics, owned, paid and earned media to grow companies.
Industry Marketing and Advertising
Experience
MegaInteractive   2006 - Present
Minnage.com   2007 - 2010
Ameriprise Financial  2005 - 2007
Ameriprise Financial Services, Inc.   2004 - 2005
American Express  2003 - 2004
American Express  2000 - 2003
American Express  August 1999 - January 2000
American Express  2000 - 2000
American Express  August 1998 - August 1999
American Express  March 1998 - August 1998

Skills
Social Media Marketing, Strategy, User Experience, Marketing, Analytics, Lead Generation, Content Management, Email Marketing, Leadership, CMS, Google Analytics, Online Advertising, SEO, Competitive Analysis, Online Marketing, Project Management, Public Relations, Training, Marketing Communications, Web Design, Content Development, Brand Management, Web Analytics, Wordpress Design, PowerPoint, Google Adwords, Business Analysis, Web Project Management, Brand Development, Business Development, WordPress, Dreamweaver, Omniture, Joomla, HTML + CSS, Enterprise Content..., Sungard Phase 3, SEM, Basecamp, OpenText (Vignette), Copywriting, JIRA, User Acceptance Testing, Paid Media, Earned Media, Growth Hacking, Fireworks, Axure RP, Management, Social Media

Education
Saint John's University   1991 — 1995
B.A., Organizational Management

Edina High School   1989 — 1991

Patrick Gilbert Patrick Gilbert Denver, Colorado Details
Patrick Gilbert's Ameriprise Financial Services, Inc. Experience September 2013 - February 2015
Job Director Summit Investment Management
Industry Financial Services
Experience
Summit Investment Management  March 2015 - Present
Ameriprise Financial Services, Inc.   September 2013 - February 2015
Miller Buckfire  July 2010 - July 2013
Key Principal Partners  August 2006 - July 2008

Skills
Valuation, Mezzanine, Strategy, Investments, Business Strategy, Emerging Markets, Leveraged Finance, Business Development, Portfolio Management, Competitive Analysis, Fixed Income, M&A experience, Asset Management, Mergers & Acquisitions, Corporate Finance, Due Diligence

Education
University of Pennsylvania - The Wharton School   2008 — 2010
Finance, MBA

Saint John's University   1998 — 2002

St. Thomas Academy   1992 — 1998

Ryan Bronowicz Ryan Bronowicz Bryn Mawr, Pennsylvania Details
Ryan Bronowicz's Ameriprise Financial Services, Inc. Experience February 2009 - September 2012
Job Financial Specialist
Industry Financial Services
Experience
PNC  September 2013 - Present
Santander Bank, N.A.   September 2012 - September 2013
Ameriprise Financial Services, Inc.   February 2009 - September 2012
Ameriprise Financial Services, Inc.   February 2008 - February 2009

Skills
Microsoft Office, Management, Microsoft Word, Microsoft Excel, Sales

Education
St. Bonaventure University   2006 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance

Eric Michelson Eric Michelson Greater New York City Area Details
Eric Michelson's Ameriprise Financial Services, Inc. Experience June 2008 - January 2009
Job Senior Portfolio Management Specialist at Morgan Stanley
Industry Financial Services
Experience
Lord, Abbett & Co. LLC   June 2015 - Present
Morgan Stanley Smith Barney  May 2012 - June 2015
Fedway Associates  January 2011 - April 2011
NYC Department of Education  April 2009 - May 2010
Ameriprise Financial Services, Inc.   June 2008 - January 2009

Skills
Strategic Financial..., Retirement Planning, Series 7, Investments, Wealth Management, Asset Allocation, Investment Strategies, Mutual Funds, Portfolio Management, Insurance, Securities, Financial Analysis, Financial Planners, Financial Services, Asset Managment, Finance

Education
Rutgers Business School   2004 — 2008
New Brunswick, Marketing

Rutgers University-New Brunswick   2004 — 2008
Marketing, Rutgers School of Business- Undergraduate

Eric Fowler Eric Fowler Greater Minneapolis-St. Paul Area Details
Eric Fowler's Ameriprise Financial Services, Inc. Experience October 2011 - March 2013
Job Savings Counselor at Transamerica Retirement Management
Industry Financial Services
Experience
Transamerica  April 2013 - Present
Ameriprise Financial Services, Inc.   October 2011 - March 2013
Thrivent Financial  April 2009 - October 2011
Thrivent Financial  January 2008 - March 2009
Wells Fargo  April 2006 - January 2008
Wells Fargo  December 2004 - March 2006

Skills
Strategic Financial..., Estate Planning, Investment Strategies, Investments, Retirement, Life Insurance, Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Asset Managment

Education
St. John's University   1994 — 1998
B.A., Political Science & French

Le College Internationale de Cannes   1997 — 1997
French & Intl Business

l'Institut de Touraine   1997 — 1997
N/A, French & French History

Steve Gathje Steve Gathje Greater Minneapolis-St. Paul Area Details
Steve Gathje's Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job SVP & Chief Actuary at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   June 2011 - Present
ING Employee Benefits  September 2008 - August 2011
Americo  March 2007 - September 2008
Americo Life, Inc  2007 - 2008
Assurant Employee Benefits  October 2001 - March 2007
Fortis Financial Group  1998 - 2001

Skills
Insurance, Enterprise Risk..., Underwriting, Risk Management, Financial Risk, Actuarial Science, Employee Benefits, Health Insurance, Life Insurance, Executive Management, Strategy, Disability Insurance, Fixed Annuities, Reinsurance, ALM, Economic Capital, General Insurance, Capital Management, Long-term Care, Embedded Value, Pensions, Retirement, Claim, Variable Annuities, Property & Casualty..., Solvency II, Commercial Insurance, Term Life Insurance, Strategic Financial..., Valuation, Liability, Brokers, Financial Modeling, Workers Compensation, Investments, Long Term Care Insurance, Universal Life, 401k, Retirement Planning, Financial Services, Predictive Modeling, Group Insurance, Series 6, Accident, Mutual Funds, Claims Management, Medicare, Asset Allocation, Whole Life, Health Savings Accounts

Education
St. John's University   1973 — 1977
B.A., Mathemtatics

Teri Prause Teri Prause Greater Detroit Area Details
Teri Prause's Ameriprise Financial Services, Inc. Experience October 2009 - Present
Job Corporate RP at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2009 - Present
Ameriprise Advisor Services Inc  July 1999 - October 2009

Skills
Mutual Funds, Insurance, Series 7, Equities, Customer Service, Microsoft Office, Uniform Combined State..., Securities, Fixed Income, Leadership

Education
Saginaw Valley State University - College of Business and Management   1995 — 1999
BBA, Finance

Dan Steffes Dan Steffes Greater Minneapolis-St. Paul Area Details
Dan Steffes's Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Financial Advisor at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2008 - Present
H&R Block Financial Advisors  March 2000 - October 2008

Education
St. John's University   1994 — 1998
BA, Political Science

Daniel Foslid Daniel Foslid Greater Salt Lake City Area Details
Daniel Foslid's Ameriprise Financial Services, Inc. Experience 1982 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1982 - Present
Ameriprise Financial Services, Inc.   March 2008 - September 2009

Education
University of St. Thomas   1992 — 1995
Masters of Business Administration, Business

Saint John's University   1976 — 1981
BA, Business

Christen A. Scanlon Christen A. Scanlon San Francisco, California Details
Christen A. Scanlon's Ameriprise Financial Services, Inc. Experience November 2006 - January 2008
Job Scanlon & Associates an Allstate Agency
Industry Insurance
Experience
Allstate  July 2011 - Present
Allianz Global Investors  July 2008 - May 2009
Ameriprise Financial Services, Inc.   November 2006 - January 2008

Skills
Personal Insurance..., Auto Insurance, Commercial Auto, Business/Inland Marine..., Life Insurance, Renters Insurance, Condo Insurance, Homeowners Insurance, Motorcycle Insurance, Boat Insurance, Protection, Marine Insurance, Insurance, Homeowners, Commercial Vehicle, Liability, Property & Casualty..., Renters, Umbrella Insurance, Professional Liability, Term Life Insurance, General Insurance

Education
St. Joseph's University   2002 — 2006
BA, Haub School of Business: Business Marketing

Aiko Walson, AU Aiko Walson, AU Greater Grand Rapids, Michigan Area Details
Aiko Walson, AU's Ameriprise Financial Services, Inc. Experience January 2005 - September 2006
Job Commercial Underwriting Team Manager
Industry Insurance
Experience
Foremost Insurance  February 2015 - Present
Foremost Insurance  January 2014 - January 2015
Foremost Insurance  February 2012 - December 2013
Zurich North America  April 2007 - January 2012
Zurich North America  October 2006 - March 2007
Ameriprise Financial Services, Inc.   January 2005 - September 2006

Skills
Commercial Insurance, Property & Casualty..., Casualty, Commercial Lines, Underwriting, Liability, Workers Compensation, General Insurance, Umbrella Insurance, Insurance, Sales, CPCU, Property, Liability Analysis, Risk Management, Homeowners, Casualty Insurance

Education
AICPCU   2010 — 2012
CPCU, Chartered Property Casualty Underwriter

AICPCU   2008 — 2009
AU, Associates in Underwriting

Rutgers, The State University of New Jersey-New Brunswick   2000 — 2005
Bachelors, Economics w/ option in Finance

Randi Freedman Randi Freedman Greater Philadelphia Area Details
Randi Freedman's Ameriprise Financial Services, Inc. Experience 2008 - Present
Job Financial Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2008 - Present
Chestnut Hill Bootery   2001 - 2008

Education
Rutgers University – Camden   2005 — 2008
B.S., Finance

Jeff J Scherman Jeff J Scherman Greater Minneapolis-St. Paul Area Details
Jeff J Scherman's Ameriprise Financial Services, Inc. Experience December 2000 - Present
Job Vice President & Controller Advice & Wealth Management, Asset Management at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2000 - Present
Ernst & Young  December 1996 - December 2000
United States Army  September 1992 - November 1996

Skills
Financial Analysis, Finance, Financial Modeling, Risk Management, Banking, Process Improvement, Sarbanes-Oxley Act, Leadership, Financial Services, Accounting

Education
St. John's University   1988 — 1992
BA, Accounting

Bernie DeLaRosa Bernie DeLaRosa Greater Minneapolis-St. Paul Area Details
Bernie DeLaRosa's Ameriprise Financial Services, Inc. Experience January 2000 - Present
Job Private Wealth Advisor at Skipping Stone Wealth, an Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2000 - Present
De La Rosa and Associates, a Platinum Financial Services Practice with Ameriprise Financial Services   April 1987 - Present
Ameriprise Financial (Formerly American Express Financial Advisors)   1987 - Present
Ameriprise Financial Services, Inc.   September 2008 - December 2010
Ameriprise Financial Services, Inc.   September 2006 - September 2008
Ameriprise Financial Services, Inc.   September 2004 - September 2006

Education
Saint John's University   1980 — 1984
B.A., Business Administration

The American College
CRPC, CLU

The College for Financial Planning
CFP

Paul Perino CFP®, MSFA, CRPC®, APMA® Paul Perino CFP®, MSFA, CRPC®, APMA® Vineland, New Jersey Details
Paul Perino CFP®, MSFA, CRPC®, APMA®'s Ameriprise Financial Services, Inc. Experience January 1978 - Present
Job Financial Advisor, Business Financial Advisor at Beacon Bridge Wealth Partners
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1978 - Present

Education
College for Financial Planning   2011 — 2013
Master's Degree, Financial Analysis

Rutgers University   1969 — 1973
Bachelor of Science, Busness and Economics

Frances Visalli Frances Visalli Greater Philadelphia Area Details
Frances Visalli's Ameriprise Financial Services, Inc. Experience September 2004 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2004 - Present
UBS PaineWebber  May 2000 - June 2002
Morgan Stanley  March 1997 - May 2000

Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Securities, Fixed Annuities, Asset Allocation, Investment Advisory, Strategic Financial..., Investments, Uniform Combined State..., Estate Planning, FINRA, Financial Advisory, Investment Strategies, Series 6, Fixed Income, Financial Services, Portfolio Management, Alternative Investments, Series 24, Retirement, Financial Analysis, Mutual Funds

Education
Gloucester County College   2004 — 2005
Liberal Arts, Communications

Paulsboro High   1965 — 1969

Chris Gardeski Chris Gardeski Minneapolis, Minnesota Details
Chris Gardeski's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Experienced Advisor Recruiter at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2012 - Present
LightEdge Solutions  2008 - 2008

Skills
Recruiting, Customer Service, Business Development, Sales, Problem Solving, Account Management, Cold Calling, Leadership, Marketing, Microsoft Excel, Microsoft Office, Negotiation, PowerPoint, Process Improvement, Sourcing, Strategic Planning, Training

Education
St. John's University   2004 — 2008
Bachelor of Arts (BA), Communication, General

Jill Loomis Jill Loomis Clearwater, Florida Details
Jill Loomis's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Registered Support Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2011 - Present
Welch Financial Services   December 2010 - February 2011
Ameriprise Financial Services, Inc.   October 2008 - August 2010
Bank of America Securities  January 1999 - May 2008

Skills
FINRA Series 7, Life & Health Lic 2-15, Series 65, Series 63

Education
Roosevelt University   1969 — 1971
BA, Education

Southern Illinois University, Carbondale   1966 — 1968
Attended, Education

Al Saffert Al Saffert Greater Minneapolis-St. Paul Area Details
Al Saffert's Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Vice President, Central Supervision Unit at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2012 - Present
Ameriprise Financial  December 2009 - December 2012
Ameriprise Financial Services, Inc.   September 2007 - November 2012
Prudential Financial  1994 - 2007

Skills
Series 7, Mutual Funds, Financial Services, Securities, Investments, Series 63, Risk Management, FINRA, Series 24, Wealth Management

Education
St. John's University
Bachelor's degree

University of St. Thomas
Master of Business Administration (MBA)

Thomas LaPointe Thomas LaPointe Hartford, Connecticut Area Details
Thomas LaPointe's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2013 - Present
AXA Advisors  April 2009 - June 2013
MetLife Financial Services  October 2005 - January 2009
MetLife Financial Services  August 2001 - October 2005

Education
Sacred Heart University   1996 — 2000
BS, Business & Finance

Elissa Leffler Elissa Leffler Saint Augustine, Florida Details
Elissa Leffler's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2012 - Present
Ameriprise Financial Services, Inc.   October 2010 - October 2012
The Tile Company   1985 - 2008

Skills
Customer Service, Insurance, Series 7, Sales, Series 63, Microsoft Excel, Retirement Planning, Outlook, Data Entry, PowerPoint, Uniform Combined State..., Microsoft Office, Marketing, Event Planning, Microsoft Word

Education
Rowan University   1979 — 1981
psychology

West Windsor Plainsboro   1975 — 1979

Kevin J. Wilkison Kevin J. Wilkison Phoenix, Arizona Area Details
Kevin J. Wilkison's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2013 - Present
Merrill Edge  September 2012 - December 2012
USAA  August 2011 - June 2012
Charles Schwab  July 2006 - June 2011
Charles Schwab  July 2006 - October 2007
Charles Schwab  January 1997 - December 2002

Education
Sacred Heart University
Masters of Business Administration, Investment Finance

Southern Connecticut State University
Bachelor of Science, Economics

Matt Germscheid Matt Germscheid Greater Minneapolis-St. Paul Area Details
Matt Germscheid's Ameriprise Financial Services, Inc. Experience January 2005 - May 2009
Job Financial Advisor at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services  June 2009 - Present
Ameriprise Financial Services, Inc.   January 2005 - May 2009

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

Education
St. John's University   2000 — 2004
BA, Mathematics

Chris Pflanz Chris Pflanz Westwood, Massachusetts Details
Chris Pflanz's Ameriprise Financial Services, Inc. Experience August 2011 - June 2012
Job Structured Trust Administrator at State Street
Industry Financial Services
Experience
State Street  September 2013 - Present
Granite Telecommunications  August 2012 - August 2013
Ameriprise Financial Services, Inc.   August 2011 - June 2012
WTS Proprietary Trading Group, LLC  June 2011 - August 2011
GateHouse Media New England  May 2010 - August 2010

Education
Saint Anselm College   2008 — 2012
BA, Financial Economics, 3.0

Josh Hennen Josh Hennen Minneapolis, Minnesota Details
Josh Hennen's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Vice President, Marketing at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
Ameriprise Financial Services, Inc.   May 2005 - October 2012

Education
University of St. Thomas   2004 — 2011
Master of Business Administration (M.B.A.), Marketing

St. John's University   1993 — 1997
Bachelor of Fine Arts (B.F.A.), Marketing/Marketing Management, General

Robert Greenwood, CPA, CFP Robert Greenwood, CPA, CFP Voorhees, New Jersey Details
Robert Greenwood, CPA, CFP's Ameriprise Financial Services, Inc. Experience October 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1998 - Present

Education
Rutgers, The State University of New Jersey-Camden   1989 — 1993
Bachelor of Science (B.S.), Accounting

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