Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. October 1988 - Present
Education
Saint John's University 1980 — 1984
BS, Business Administration
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. 2006 - Present
Education
Middletown High School North
Rutgers University-New Brunswick
BA, Economics, Psychology
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
Ameriprise Financial Services, Inc. December 1984 - Present
Education
St. John's University 1980 — 1984
Bachelor of Arts, Business Administration
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
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
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
Ameriprise Financial Services, Inc. September 2011 - Present
Raymond James Financial Inc. September 1983 - September 2011
Education
Saginaw Valley State University 1976 — 1980
BBA, Accounting
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
Ameriprise Financial Services, Inc. March 1996 - Present
Education
Rollins College
BA, Economics
Rollins College - Crummer Graduate School of Business
MBA
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
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
Ameriprise Financial Services, Inc. June 2015 - Present
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.), History
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. July 2000 - Present
Education
Rutgers University-New Brunswick 1986 — 1992
BA, Psychology
Ameriprise Financial Services, Inc. March 2006 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
BS, Biological Sciences
Ameriprise Financial Services, Inc. July 2011 - Present
Education
Roosevelt University
Music Teacher Education
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. 1998 - Present
Education
Rutgers University-New Brunswick 1990 — 1994
Holy Cross High School
Pennsauken High School
Pennsauken High School
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
Ameriprise Financial Services, Inc. September 2010 - Present
Education
Saginaw Valley State University 2002 — 2007
Bachelor's Degree, Accounting
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. 2008 - Present
Chestnut Hill Bootery 2001 - 2008
Education
Rutgers University – Camden 2005 — 2008
B.S., Finance
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
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
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
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
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
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
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)
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
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
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
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
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
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
Ameriprise Financial Services, Inc. October 1998 - Present
Education
Rutgers, The State University of New Jersey-Camden 1989 — 1993
Bachelor of Science (B.S.), Accounting