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.
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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
Target September 2014 - Present
Target January 2013 - September 2014
Target Corporation October 2006 - January 2013
Ameriprise Financial Services, Inc. March 2006 - October 2006
Target October 2003 - March 2006
Target March 2003 - October 2003
Skills
Management, Change Management, Forecasting, Relocation, Corporate Relocation, Employee Benefits, Talent Management, Outlook, Human Resources, Employee Relations, Leadership, Training, Recruiting, Event Planning, Event Management, Corporate Events
Education
South Dakota State University
Bachelor of Science (BS), Psychology
Charles Schwab July 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - June 2015
Merrill Lynch July 2010 - March 2012
Mike Pero Mortgages June 2008 - March 2010
World Savings January 2003 - November 2004
Skills
Investment Management, Personal Financial..., Investments, Mortgage Lending, Finance, Insurance, Loans, Retirement Planning, Portfolio Management, Financial Planning, Relationship Management, Wealth Management, Series 7, Retirement, Asset Allocation, Investment Advisory, Financial Advisory, Mutual Funds, Investment Strategies, IRAs, Wealth Management..., Life Insurance
Education
San Jose State University 1996 — 2000
Ameriprise Financial Services, Inc. December 1995 - Present
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Major-Finance, Minor-International Business
Smith College 1984 — 1988
BA, Major-History, Minor-Economics
Friends Academy, Locast Valley, NY 1984 — 1988
Ameriprise Financial Services, Inc. March 2014 - Present
Apollo Group January 2012 - March 2014
University of Minnesota January 2011 - December 2011
Shanghai Pudong Development Bank January 2009 - August 2009
Citibank China January 2008 - July 2008
Skills
SAS/SQL, SAS, C#, R, Matlab, Microsoft Office, SAS programming, Time Series Analysis, VBA, Analytics, Analysis, Monte Carlo Simulation, Statistics, Data Mining, Statistical Modeling, Data Analysis, SAS Programming, Research, Quantitative Analytics
Education
University of Minnesota-Twin Cities 2010 — 2012
Master of Science (M.S.), Statistics, 3.7/4.0
University of Minnesota-Twin Cities 2008 — 2010
Master, Financial Mathematics, 3.6/4.0
Shanghai University of Finance and Economics 2004 — 2008
Bachelor of Arts (B.A.), Economics with an emphasis in Financial Engineering, 3.8/4.0
Ameriprise Financial Services, Inc. December 1999 - Present
Santa Clara Unified School District June 1983 - June 2008
Skills
Investments, Leadership, Customer Service, Management, Financial Services, Office Administration, Financial Modeling, Portfolio Management, Financial Planning, Strategic Financial..., Financial Analysis, Valuation, Financial Accounting, Managerial Finance, Financial Reporting, Risk Management, Cash Flow, Forecasting, Asset Management, Cash Management, Nonprofits
Education
San Jose State University 1978 — 1980
Bachelor of Business Administration (B.B.A.), Business Admin/Financial Accounting
Bellarmine College Prep 1972 — 1976
College Preparatory Diploma, Mathematics, English, Science
Northwestern Mutual June 2015 - Present
Siena College September 2011 - May 2015
GE Power & Water June 2014 - August 2014
Teal, Becker & Chiaramonte, CPAs, P.C. April 2013 - August 2013
Ameriprise Financial Services, Inc. April 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, Accounting, Research, Finance, Public Speaking, Trading, Access, Teamwork, Financial Analysis, QuickBooks, Windows, Statistics, Financial Accounting, Accounts Payable, Financial Reporting, Payroll
Education
Siena College 2011 — 2015
B.S. in Finance, Finance, General
Siena Italian Studies 2013 — 2013
Culture and Language
Niskayuna Central School District 2007 — 2011
Advanced Regents Diploma
Wells Fargo June 2013 - Present
Morgan Stanley Wealth Management October 2011 - June 2013
Ameriprise Financial Services, Inc. June 2007 - October 2011
Citi March 2003 - June 2007
Bank of America August 2000 - March 2003
Skills
Saving for Education, Wealth Management, Protection..., Estate Planning, College Savings Plans, Asset Allocation, Wealth Accumulation, Financial Goals, Roth IRA, High Net Worth..., Life Insurance, Banking, Disability Insurance, Credit, Asset Management, Fully licensed. Series..., Investments, Strategic Financial..., Retirement, Series 7, Uniform Combined State..., 401k Rollovers, IRAs
Education
San Jose State University
Business Finance
West Valley College
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Denis A Miller Insurance September 2015 - Present
The CHAIN November 2013 - Present
Kuttin-Metis Wealth Management a private wealth advisory practice of Ameriprise Financial May 2014 - August 2015
Ameriprise Financial Services, Inc. January 2012 - May 2014
MATA DEL PLATANO ESTATES S April 2007 - March 2012
OHEKA CASTLE, HOTEL AND ESTATE February 2011 - October 2011
Oheka Castle September 2010 - October 2011
Oheka Castle May 2008 - February 2011
BEAR STEARNS SECURITIES, INC October 2005 - April 2008
Bear Stearns 2000 - 2007
Skills
Management, Finance, Investments, Fixed Income, Sales, Portfolio Management, Asset Management, Equities, Capital Markets, Leadership
Education
Siena College 1994 — 1998
BA, Sociology
Chaminade High School 1990 — 1994
H.S. Degree
Ameriprise Financial Services, Inc. April 1992 - Present
Education
South Dakota State University
Ameriprise Financial Services, Inc. November 2009 - Present
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Aresty Institute of Executive Education, IMCA Certified Investment Management Analyst Program
Santa Clara University - Leavey School of Business 2001 — 2004
MBA, Finance, Accounting
University of California, Berkeley 1979 — 1983
BA, Political Science
San Jose State University 1985 — 1989
MPA, Public Administration
Ameriprise Financial Services, Inc. November 2014 - Present
Oppenheimer & Co. April 2009 - November 2014
Morgan Stanley Smith Barney November 2006 - April 2009
Valley National Bank January 2006 - December 2006
Valley National Bank July 2004 - January 2006
Education
St. Thomas Aquinas College 2005 — 2008
MBA, Finance
Siena College 2000 — 2004
BS, Marketing and Management
Don Bosco Prep 1996 — 2000
High School
Franke and Associates A Financial advisory Practice of Ameriprise Financial January 2009 - Present
Ameriprise Financial Services, Inc. February 2008 - December 2008
Heartwood Imperial Homes, Inc January 2000 - January 2008
Education
Simpson College 2011 — 2012
Bachelor, Business
Winona State University 1992 — 1995
Marketing
Utility Consulting Group September 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - September 2015
Objective Capital Partners October 2012 - February 2013
Ameriprise Financial Services, Inc. June 2012 - September 2012
UBS Financial Services, Inc. November 2011 - June 2012
Congressional Progressive Caucus June 2011 - August 2011
Congressman Henry Waxman's Office January 2011 - June 2011
Skills
Economics, Finance, Macroeconomics, Microsoft Office, Financial Modeling, Investments, Statistics, Strategic Financial..., Financial Analysis, Microsoft Excel, Valuation, Portfolio Management, Bloomberg, Derivatives, Personal Financial..., Customer Service, Financial Advisory, Financial Markets, Mergers & Acquisitions, Equities, Equity Research, Corporate Finance, Fixed Income, Investment Banking, Private Equity, Capital Markets, Alternative Investments, PowerPoint, Leadership, Brokerage, Microsoft Word, Public Speaking, Data Analysis, Teamwork, Financial Services, Analysis, Time Management, Wealth Management, Mutual Funds, Entrepreneurship, Management Consulting, Utilities
Education
University of California, San Diego 2011 — 2013
Bachelor's Degree, Economics
Santa Monica College 2009 — 2011
Business Economics, Political Science
Calabasas High School
High School Diploma
Ameriprise Financial Services, Inc. June 1995 - Present
Education
South Dakota State University 1973 — 1977
Bachelor of Science (BS), Mathematics
Texas Instruments July 2015 - Present
Texas Instruments July 2014 - July 2015
Ameriprise Financial Services, Inc. July 2013 - September 2013
Google January 2013 - May 2013
Google June 2012 - August 2012
Santa Clara University September 2011 - June 2012
Horizons at Colorado Academy June 2007 - July 2011
Santa Clara University October 2010 - June 2011
Skills
Microsoft Excel, Data Analysis, PowerPoint, Marketing, Research, Bilingual, Event Management, Event Planning, Microsoft Office, Cross-functional..., Google Apps, Spanish, Customer Service, Marketing Communications, Web Design, SAP, Data Mining, French, Multilingual, Windows & Mac operating...
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science (B.S.)
Colorado Academy 2002 — 2010
High School Diploma
Ameriprise Financial Services, Inc. March 2015 - Present
Osborn Rohs Williams & Donohoe, LLC. April 2013 - January 2015
Skills
Event Management, Management, Microsoft Excel, Purchasing, Accounts Payable, Event Planning, Social Media, Customer Service, Public Speaking, Social Networking, Microsoft Office, Marketing, Leadership, Interviews, Sales, Social Media Marketing
Education
University of Cincinnati expected 2016 2014 — 2016
BA of Psychology
Sandhills Community College 1999 — 2002
Associate of Arts
Audiosocket September 2013 - Present
S L Allen, LLC & Allen & Co, LLC February 2012 - September 2013
Pico Computing July 2013 - August 2013
Building Changes February 2010 - December 2012
Ameriprise Financial Services, Inc. October 2007 - February 2010
Carson Corbett Fine Arts March 2006 - September 2007
Neudorfer Engineers, Inc. April 2004 - March 2006
Skills
Accounts Payable, Account Reconciliation, Accounting, Management, QuickBooks, Journal Entries, Bank Reconciliation, Accounts Receivable, Payroll, Forecasting, Bookkeeping, Tax, Training
Education
University of Washington, Michael G. Foster School of Business
Graduate Certificate in Business Administration
Seattle Pacific University 2001 — 2003
BA, Fine and Studio Arts, Psychology
Shoreline Community College 1998 — 2000
Associate of Arts and Sciences (AAS), General Studies
Orange Theory Fitness June 2013 - Present
Orangetheory Fitness October 2011 - June 2013
Ameriprise Financial Services, Inc. July 2011 - December 2011
SunTrust Investment Services December 2000 - June 2011
Skills
Business Development, Financial Analysis, Leadership, Customer Service, Fitness, Marketing, Marketing Strategy, Sales, Sales Management, Small Business, Wellness, Team Building
Education
University of Florida 1997 — 1999
BA, Business Administration
Santa Fe Community College 1994 — 1997
AA, Business/Accounting
PwC September 2014 - Present
PwC June 2013 - August 2013
GE June 2012 - May 2013
Siena College September 2009 - September 2012
Catlin Gardens September 2008 - September 2012
Ameriprise Financial Services, Inc. July 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Access, Event Planning, Outlook, Facebook, Finance
Education
Siena College 2013 — 2013
Master's degree, Accounting
Siena College 2009 — 2013
Bachelor's degree, Accounting
Minisink Valley High School 2005 — 2009
High School Diploma with Honors
Central Business Supply September 2013 - Present
CHS May 2015 - August 2015
Ameriprise Financial Services, Inc. May 2013 - August 2013
Mississippi Topsoils May 2011 - August 2012
ROCORI School District 2010 - 2012
ROCORI School District 2009 - 2012
Skills
Customer Service, Leadership, Public Speaking, Microsoft Excel
Education
South Dakota State University 2012 — 2016
Bachelor's Degree, Animal Science with a minor in Agricultural Business, Senior
Fond du Lac Tribal and Community College 2010 — 2012
Verifone November 2014 - Present
Citi January 2014 - November 2014
Citi August 2011 - December 2013
Ameriprise Financial Services, Inc. June 2010 - May 2011
Jacob & Anthony's American Grille June 2010 - August 2010
The Portfolio PR Group March 2010 - May 2010
Boston Beer Company July 2009 - January 2010
The Country Club June 2006 - September 2008
Skills
Financial Modeling, Information Architecture, Business Analysis, Financial Analysis, Research, People Skills, Financial Markets, Market Research, Sales, Management, Strategy, Social Media
Education
Skidmore College 2006 — 2011
Bachelor of Science, Business, Finance, Economics
Brookline High School 2002 — 2006
High School Diploma, General Studies
Ameriprise Financial Services, Inc. June 1989 - Present
Education
South Dakota State University 1985 — 1989
Bachelor's degree, Commercial Economics
Ameriprise Financial Services, Inc. December 1993 - Present
DSHS October 1991 - December 1993
Education
San Jose State University
Masters, Mathematics Education
Seattle Pacific University
Bachelor's degree, Math Education
WebMD July 2014 - Present
Hollister Co. November 2013 - July 2014
Community Service January 2006 - March 2014
Abercrombie & Fitch July 2013 - November 2013
Hollister Co. May 2013 - July 2013
Hollister Co. January 2013 - May 2013
Law Offices of Michael Mirda December 2009 - January 2013
Ameriprise Financial Services, Inc. January 2011 - December 2012
Ameriprise Financial Services, Inc. March 2011 - December 2011
Law Offices of Chirstopher Luongo June 2010 - December 2011
Skills
Marketing, Personal Financial..., Microsoft Excel, Microsoft Word, PowerPoint, Life & Health Insurance..., Financial Modeling, Legal Documents, Typing, Multi Tasking, Energetic team player, Financial Analysis, Financial Reporting, Financial Markets, Finance, Event Planning, Investments, Portfolio Management, Retirement Planning, Insurance, QuickBooks, Asset Allocation, Lotus Notes, Morningstar, Estate Planning, Outlook, Spreadsheets, Teamwork, Legal Research, Financial Advisory, Legal Writing, Mutual Funds, Payroll, Life Insurance, Data Entry, Customer Service, Management, Retail, Time Management, Asset Protection, Visual Merchandising, Scheduling Management, Styling, Organizational Behavior, Team Leadership, Team Building, Dependable Team Player, Team Management, Team-oriented, Retail Category...
Education
Seton Hall University 2010 — 2011
Bachelor of Science (B.S.), Finance, General
University of Rhode Island - College of Business Administration 2007 — 2010
Bachelor of Science (B.S.), Finance, 3.4
Ameriprise Financial Services, Inc. September 1983 - Present
Education
Slippery Rock University of Pennsylvania
Bachelor's degree, History and Social Studies
MaidPro March 2014 - Present
Champ Internet Solutions April 2011 - March 2014
Champ Internet Solutions April 2010 - August 2010
Ameriprise Financial Services, Inc. June 2007 - August 2009
Skills
Facebook, Social Media, Social Networking, Marketing Communications, Social Media Marketing, Public Relations, Project Management, Online Marketing, Google Adwords, Editing, Marketing, Content Writing, Communication Skills, Web Content Creation, Online Content Creation, Microsoft Office, Inbound Marketing, Content Marketing, Twitter, Web Marketing Strategy, Web Content Optimization, SEO copywriting, Integrated Marketing..., Marketing Strategy
Education
Shippensburg University of Pennsylvania 2006 — 2010
Bachelor of Arts, Communication/Journalism & English
Ameriprise Financial Services, Inc. January 2001 - Present
Washington State Attorney General's Office May 1993 - January 2001
Education
Timberline High School 1987 — 1990
South Puget Sound Community College
Associate's degree
Ameriprise Financial Services, Inc. January 2012 - Present
Edward Jones December 2001 - January 2012
US Army May 1972 - December 2001
Education
Seattle University 1999 — 2001
MBA
Texas Tech University 1968 — 1972
BA, International Relations
Ameriprise Financial Services, Inc. August 2012 - Present
Skills
Customer Service, Team Building, Finance, Strategic Planning, Leadership, Microsoft Office, Marketing Strategy, Public Speaking, Marketing, Management
Education
Shepherd University 1994 — 1998
Bachelor's degree
Ameriprise Financial Services, Inc. 1999 - Present
American General Life Companies 1996 - 1999
Skills
Strategic Planning, Relationship Building, Client Management, Small Business Planning, Protection Planning, Business Planning, Education Planning
Education
Sewanee-The University of the South 1992 — 1996
Bachelor's degree, English Language and Literature, General
Ameriprise Financial Services, Inc. April 2010 - Present
Bishop Blanchet High School 2013 - 2014
Bishop Blanchet High School 2013 - 2014
Bishop Blanchet High School 2013 - 2014
Diversified Financial Advisors, L.L.C. January 1996 - April 2010
LPL Financial January 1996 - April 2010
IDS/American Express April 1985 - January 1996
Education
Seattle University 1977 — 1980
BA, Business
Ameriprise Financial Services, Inc. June 1997 - Present
Education
Southeastern Louisiana University 1990 — 1992
Master of Business Administration (MBA)
Ameriprise Financial Services, Inc. June 2015 - Present
Cellcom May 2013 - May 2015
Northeast Wisconsin Technical College January 2012 - January 2015
Cellcom December 2012 - October 2013
SparkNET Interactive April 2012 - September 2012
SparkNET Interactive April 2009 - April 2012
Butterfly Books February 2008 - April 2009
Career Pros 1995 - 1999
Skills
Training & Development, Team Building, Teaching, Training, Technical Writing, Editing, Copywriting, Social Media, Public Relations, Strategic Planning, Business Development, Curriculum Design, Employee Training, Newsletters, Marketing, Nonprofits, Blogging, Management, E-Learning, Coaching, Time Management, Event Management, Analysis, Sales, Research, Leadership Development, Customer Satisfaction, Instructional Design, Instructor-led Training, Blended Learning, Team Leadership, Public Speaking, Social Networking, Leadership, Staff Development, Press Releases, Adult Education, ADDIE, Organizational..., Workshop Facilitation, Event Planning, Interviews, Higher Education, Resume Writing
Education
Silver Lake College 2012 — 2016
Masters in Management and Organizational Behavior, Workforce Development and Training, GPA 4.0
Marian University 1986 — 1991
BS, English & Psychology
RB Golden Solutions October 2010 - Present
Orkin Pest Control June 2014 - August 2015
Ameriprise Financial Services, Inc. August 2008 - February 2011
AMERIPRISE FINANCIAL August 2008 - February 2011
AMERIPRISE FINANCIAL March 2007 - July 2008
Ameriprise Financial Services, Inc. July 2005 - January 2007
AMERIPRISE FINANCIAL July 2005 - January 2007
American Express Financial Advisors March 2003 - July 2005
RBG FINANCIAL January 2000 - January 2002
Skills
Financial Planning, Training & Development, Financial Analysis, Strategic Financial..., Strategy, Wealth Management, Investments, Management, Portfolio Management, Financial Services, Business Planning, Budgets, Financial Advisory, Training, Start-ups, Small Business, CRM, Business Development, Sales, Marketing
Education
University of Alabama 1997 — 2001
BACHELOR OF SCIENCE, POLITICAL SCIENCE
Snead State Community College 1993 — 1995
Associate's degree, Pre-Law Studies
Southern Maine Health Care June 2014 - Present
Quest Fitness July 2012 - Present
Southern Maine Health Care January 2014 - June 2014
Southern Maine Health Care January 2008 - January 2014
The Carriage House Spa and Salon June 2010 - July 2012
Prudential Financial 2007 - 2007
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Therapeutic Massage, Cpr Certified, Customer Service, Training, Microsoft Excel, Microsoft Word
Education
Seacoast Career Schools-Sanford Campus 2008 — 2010
Massage Therapy Certification
University of New England 2003 — 2006
BS, Business Administration
Ameriprise Financial Services, Inc. 1989 - Present
Education
University of Missouri-Columbia
M.B.A., Business Administration
University of Missouri-Columbia
M.S.P.H., Health Services Management
Southeast Missouri State University
B.S., Biology and Medical Technology
Uhlig February 2015 - Present
Uhlig March 2013 - January 2015
Uhlig June 2011 - March 2013
Preferred Credit, Inc. July 2007 - February 2011
Ameriprise Financial Services, Inc. July 2005 - March 2007
Skills
Loans, Credit, Credit Analysis, Financial Analysis, Investments, Microsoft Excel, Insurance, Customer Service, Sales, Time Management
Education
South Dakota State University 2002 — 2005
Bachelors, Economics
Financial Network Investment Corporation, Member SIPC June 2009 - Present
Ameriprise Financial Services, Inc. 2003 - 2009
Skills
Investment Management, Securities, Financial Advisory, Retirement Planning, Estate Planning, Asset Allocation, Investments, Mutual Funds
Education
Santa Clara University 1999 — 2003
Bachelor's degree, Finance, General
T3 Trading Group, LLC July 2013 - Present
Skidmore Saratoga Entrepreneurial Partnership September 2012 - December 2012
Tampa Bay Lightning May 2012 - August 2012
Ameriprise Financial Services, Inc. December 2010 - January 2011
Education
Skidmore College 2009 — 2013
Business Management, Economics
Lawrence Academy 2007 — 2009
Digineer April 2013 - Present
UnitedHealth Group March 2012 - March 2013
Ameriprise Financial Services, Inc. January 2004 - March 2012
Skills
SDLC, Software Project..., Vendor Management, Requirements Gathering, PMO, Requirements Analysis, Business Analysis, Waterfall, Agile Methodologies, Agile Project Management, Project Portfolio..., Release Management, Team Leadership, IT Strategy, Enterprise Architecture, Program Management, Process Improvement
Education
South Central College
Associate of Science (A.S.), Computer Science
Wells Fargo Advisors, LLC August 2013 - Present
Wells Fargo Advisors, LLC June 2012 - Present
Ameriprise Financial Services, Inc. November 2011 - May 2012
Applebee's April 2010 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Photoshop, Google Docs, Software Engineering, Microsoft Office Xp, Microsoft Word, Outlook, Time Management, Teamwork
Education
Sonoma State University 2008 — 2012
Vanguard March 2004 - July 2015
Ameriprise Financial Services, Inc. August 2000 - March 2004
Discount Tire Company June 1998 - June 2000
Skills
Certified Financial..., Retirement Planning, Strategic Financial..., High Net Worth..., Finance, Mutual Funds, Retirement, Wealth Management, Quality Assurance, Investments, Series 7, Investment Advisory, Financial Advisory
Education
Parks College, Saint Louis University 1991 — 1994
Bachelor of Science (BS), Business Administration and Management, Aviation
Scottsdale Community College 1989 — 1991
Associate of Arts (AA), General Studies
Breakwater Investment Management August 2009 - Present
Ameriprise Financial Services, Inc. March 2007 - August 2009
Education
Seattle University 2007 — 2009
Master of Education (MEd), Teaching English as a Second or Foreign Language/ESL Language Instructor
University of Michigan 2002 — 2004
Bachelor of Arts (B.A.), Secondary Education and Teaching
University of Michigan 2000 — 2004
Bachelor of Arts (B.A.), Spanish Language and Literature
Universidad de Salamanca
Spanish and Iberian Studies
Various Temporary Assignments January 2015 - March 2015
AAA Premier Title January 2014 - October 2014
Various Assignments/Companies October 2012 - December 2013
Mcintosh Sawran & Cartaya, P.A. February 2010 - June 2011
Ameriprise Financial Services, Inc. April 2008 - December 2009
Edwards Angell Palmer & Dodge LLP March 2005 - April 2008
Kerzner International August 1999 - March 2005
Skills
Microsoft Office, Employee Relations, Customer Service, Human Resources, Talent Acquisition, Training, Outlook, Management, PowerPoint, Recruiting
Education
Broward College
Sheridan Technical Center
Business Management & Supervision
Equity Northwest Properties October 2006 - Present
Photo Fair November 2014 - Present
Self Employed Author February 1993 - Present
rodsager.com 1980 - Present
Wachovia, A Wells Fargo Company August 2005 - October 2008
Century 21 Complete Realty December 2002 - October 2006
Ameriprise Financial Services, Inc. April 2004 - August 2005
Northbay Resource Group September 2000 - September 2004
Mac Tools November 1997 - January 2004
Seawood Photo, Inc 1993 - 1997
Skills
Investment Properties, Real Estate, Referrals, Mortgage Lending, Sellers, Listings, Mortgage Banking, Investments, Real Property, Brokerage, First Time Home Buyers, Buyers, Marketing, Residential Homes, Short Sales, Foreclosures, REO, FHA, Selling, Small Business, Home, Social Media, Photography, Weather, Sales
Education
Leadership Management, Inc. 1996 — 1996
Diploma, Organizational Leadership
Columbia School of Broadcasting 1989 — 1990
Diploma, Radio Announcing
Santa Rosa Junior College 1982 — 1983
Communications
Ameriprise Financial Services, Inc. 2014 - Present
Ameriprise Financial Services, Inc. 1993 - 2014
Enrolled Agent January 1982 - July 1992
Skills
Retirement Planning, Financial Planning, Tax
Education
San Jose State University
BA, History
University of Southern California
Personal Financial Planning
New York Life Insurance Company December 2008 - Present
Ameriprise Financial Services, Inc. January 2008 - May 2008
Lowe's October 2001 - December 2007
Education
Securities Training Corporation 2008 — 2008
Series 7 & 66, Registered Representative Certification and Registered Investment Advisor Representative Licensing
Sierra College 1997 — 1999
Mathematics, English
Roseville High School 1993 — 1997
Ameriprise Financial Services, Inc. November 2012 - Present
JPMorgan Chase June 2010 - July 2012
GunnAllen Financial June 2008 - May 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, SQL, Bloomberg, Social Media, Account Management, Sales, Financial Markets, Investments, Portfolio Management, Banking, Mutual Funds, Equities, Fixed Income, Financial Services, Valuation, Bonds, Investment Management, Series 7, Securities, Alternative Investments, Wealth Management, Asset Management, Hedge Funds, Investment Strategies
Education
Seton Hall University
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Ameriprise Financial Services, Inc. 2007 - Present
Ameriprise Financial Services, Inc. 1999 - 2006
Ameriprise Financial Services, Inc. 1997 - 1999
Skills
Requirements Gathering, Testing, Microsoft Office, Outlook, Lotus Notes, IQMS, Clarity, Doors, Quality Center, Reports, Communication, Issue Management, Change Management, Project Management, Project Coordination, Project Documentation, Defect Management, Forecasting, Project Planning, MS Project, Open Workbench, SharePoint, Business Requirements, Project Portfolio...
Education
The College of Santa Fe 1990 — 1995
Bachelor of Arts (B.A.), Social Sciences
Ameriprise Financial Services, Inc. 1989 - Present
Education
William Tyndale College 1997 — 1999
Bachelors, Business
Schoolcraft College 1987 — 1989
Associates, Business
John Glenn High School
Ameriprise Financial Services, Inc. 1996 - Present
Norwest Mortgage 1992 - 1995
Education
San Jose State University
Bachelor's of Science, Computer Science
Fidelity Investments October 2012 - Present
Ameriprise Financial Services, Inc. December 2009 - September 2012
Waddell & Reed July 2009 - November 2009
USBII January 2003 - March 2009
Skills
Series 7, Investments, Financial Planning, Sales, Wealth Management, Retirement Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Fixed Annuities, 401k, Series 63, Sales Management, Financial Services, Series 6, Banking, Insurance, Customer Service, Coaching, Series 24, FINRA, Relationship Management, Financial Advisory, Retirement, Securities, Loans, Mortgage, VA, Compliance, Retirement Income..., Asset, Profitability, Wealth, Series 9, Series 10
Education
Santa Clara University 1977 — 1982
BSC, Management
Provident Funding Associates L.P. January 2013 - Present
Ameriprise Financial Services, Inc. March 2012 - December 2012
Sonoma State University Information Technology October 2009 - December 2012
City of Santa Cruz June 2008 - August 2008
Cafe Violette June 2006 - September 2007
Skills
Professionalism, Microsoft Excel, Customer Service, Sales, Finance, PowerPoint, Microsoft Word, Microsoft Office, Social Networking, Public Speaking, Social Media, Analysis, Research
Education
Sonoma State University 2008 — 2013
Business Administration, Finance
Soquel High School 2004 — 2008
GED, General Studies
Ameriprise Financial Services, Inc. October 1998 - Present
Education
South Texas College of Law 1985 — 1989
Doctor of Law (JD)
University of Texas, Austin
Bachelor of Arts (BA), French/English
Ameriprise Financial Services, Inc. June 2012 - Present
Education
Simpson College 1967 — 1970
Bachelor of Business Administration (BBA)
TD International, LLC December 2014 - Present
Kroll May 2014 - December 2014
Bradburys Global Risk Partners February 2014 - November 2014
Impact Economy April 2013 - January 2014
Institute for Policy Studies, Center for Civil Society Studies September 2012 - September 2013
The Carter Center: China Elections and Governance Project May 2012 - December 2012
Office of U.S. Senator Olympia Snowe May 2011 - August 2011
Ameriprise Financial Services, Inc. May 2010 - August 2010
Skills
Research, Political Risk Analysis, Leadership, Public Speaking, Microsoft Office, Stata, Politics, Community Outreach, Policy Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts (M.A.), International Economics; Energy, Resources, and Environment, 3.85
US State Department: Critical Language Scholarship Program
ACTFL Certificate of Advanced Proficiency, Mandarin Chinese Language
The Johns Hopkins University
Bachelor of Arts (B.A.), Political Science, East Asian Studies, 3.7
School for International Training
Chinese Culture and Ethnic Minorities
T-Mobile July 2015 - Present
You Kick Ass September 2014 - July 2015
Microsoft March 2011 - September 2014
Microsoft March 2009 - March 2012
Microsoft October 2006 - February 2009
Ameriprise Financial Services, Inc. August 2000 - March 2006
Skills
Customer Experience, Online Advertising, Digital Marketing, Program Management, Vendor Management, Metrics, Customer Relations, Customer Satisfaction, Segmentation, Product Launch, Outsourcing, Problem Solving, Strategic Partnerships, E-commerce, SaaS, Management, Strategy, Strategic Financial..., Advertising, Customer Service, Project Management, Cross-functional Team..., SEM, Analytics, Product Management, Market Research, Marketing Strategy, Business Development
Education
Seattle University 2005 — 2007
MBA, Business
University of Washington, Michael G. Foster School of Business 1998 — 2000
BA, Business
The Citco Group of Companies January 2015 - Present
Citco Fund Services May 2013 - December 2014
Camstar Systems, Inc. May 2013 - August 2013
UNC Charlotte January 2013 - May 2013
China Power Investment Corporation at Shanghai July 2010 - May 2012
HSBC May 2010 - July 2010
Ameriprise Financial Services, Inc. May 2009 - July 2009
Skills
Hedge Fund Accounting, Hedge Accounting, Accounting, Financial Reporting, Financial Accounting, CPA, GAAP, Tax, International Tax, Tax Research, Personal Income Tax..., Auditing, Chinese, Accounts Receivable, Finance, Account Reconciliation, PowerPoint, Managerial Finance, Analysis, Financial Statements, Internal Audit, Journal Entries, General Ledger, Client Counseling, Peachtree, Income Tax, Billing Systems, IFRS, US GAAP, Social Media, Financial Analysis, Microsoft Excel
Education
University of North Carolina at Charlotte 2012 — 2013
Master's Degree, Accounting, 4.0
Truman State University 2008 — 2009
Bachelor of Science, Accounting, 3.88
Shanghai University 2006 — 2010
Bachelor of Science, Finance, 3.61
Ameriprise Financial Services, Inc. August 2012 - December 2012
Tropicana Student Housing September 2008 - December 2012
Fund for the Public Interest June 2012 - September 2012
The Rendezvous Grill June 2008 - August 2008
Skills
Working Abroad, Living Abroad, Study Abroad Programs, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Research, Outlook, Facebook, Data Entry, Social Networking
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts (B.A.), Environmental Studies, Spanish, 3.27
Santa Barbara City College 2008 — 2010
Associate of Arts (A.A.), 3.52
Randstad March 2015 - Present
Randstad June 2011 - March 2015
Enterprise Rent-A-Car 2008 - 2011
Ameriprise Financial Services, Inc. 2006 - 2007
A.G. Edwards 2006 - 2006
Skills
Account Management, Recruiting, Human Resources, Temporary Placement, Talent Acquisition, Cold Calling, Applicant Tracking..., Technical Recruiting, Sourcing, Contract Recruitment, Temporary Staffing, Sales, Employee Relations, Executive Search, Sales Management, Customer Service, Talent Management, New Business Development, Sales Process, Salesforce.com, Direct Sales, Customer Retention, Building Relationships, Executive Coaching, Finance, Leadership, Marketing, Microsoft Excel, Microsoft Office, Payroll, PowerPoint, Time Management, Interviews
Education
Seton Hall University 2004 — 2007
Bachelor's degree, Finance, General, 3.35
Ameriprise Financial Services, Inc. August 2011 - Present
Morgan Stanley Smith Barney July 2006 - August 2011
Education
Sophia University 1986 — 1991
B.A., Business & Economics
Mid Pacific Institute 1982 — 1986
High School
Ameriprise Financial Services, Inc. August 2001 - Present
Education
San Jose State University
Bachelor of Arts, History and Anthropology
Ameriprise Financial Services, Inc. February 1990 - Present
Education
San Jose State University 1979 — 1983
Finance & Economics
Ameriprise Financial Services, Inc. September 2001 - Present
Ameriprise Financial Services 2001 - Present
Southeastern Louisiana University 1997 - 2001
Skills
Investments, Saving for Education, Retirement Planning..., Estate planning..., Wealth Preservation..., Tax Planning Strategies
Education
Southeastern Louisiana University 1997 — 2001
BS, Accounting
Ameriprise Financial November 1996 - Present
Ameriprise Financial Services, Inc. 1996 - Present
Education
Seattle University 1992 — 1994
MBA
Whitman College 1986 — 1989
BA, Economics
Ameriprise Financial Services, Inc. November 1990 - Present
Education
Seattle University
BA, Finance
Ameriprise Financial Services, Inc. January 2002 - Present
Education
Shippensburg University of Pennsylvania 1997 — 2001
Bachelor's Degree, Finance, General
Ameriprise Financial Services, Inc. March 2003 - Present
Citigroup 1998 - 2003
Education
Shippensburg University of Pennsylvania 1998 — 2002
B.S.B.A, Finance, Management with an emphasis on International Management
Untangle, Inc. August 2015 - Present
Delta Sigma Pi May 2015 - Present
Cinequest June 2014 - March 2015
AMQ Solutions June 2014 - October 2014
Ameriprise Financial Services, Inc. January 2013 - March 2014
Sony June 2013 - December 2013
Skills
Leadership, Teamwork, Public Speaking, Communication, Customer Service, Financial Analysis, Sales, Marketing, Management, Account Management, Salesforce.com, Research, Social Networking, Project Management, Outlook
Education
San Jose State University 2011 — 2015
Bachelor of Science (B.A.), Economics
San Jose State University 2011 — 2015
Bachelor's degree, Economics
Hive Ventures August 2015 - Present
Ameriprise Financial Services, Inc. March 2014 - August 2015
Cthroo May 2014 - June 2015
Seton Hall University - Public Relations and Marketing August 2013 - August 2014
Seton Hall University - PC Support Services August 2012 - August 2013
Skills
Leadership, Project Management, Public Speaking, Troubleshooting, Business Strategy, Entrepreneurship, Team Management, Slide Decks
Education
Seton Hall University 2012 — 2016
Bachelor of Science (B.S) Finance, Minor in Legal Business Studies
Saddle Brook High School
Fiserv Output Solutions November 2013 - Present
Ameriprise Financial Services, Inc. March 2013 - October 2013
Moody Gardens® September 2012 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Adobe Creative Suite, Event Planning, Event Management, Accounts Payable, Public Relations
Education
University of Houston-Clear Lake 2010 — 2012
Bachelor of Arts, Applied Design & Visual Art, 3.57
San Jacinto College 2009 — 2010
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services, Inc. July 2009 - July 2011
Skills
Financial Planning, Asset Management, Series 7, Series 65, CA Insurance License, Series 63, Mutual Funds, Equities, Taxable Fixed Income, Municipal Bonds, Unit Investment Trusts, Alternative Investments, Fixed Annuities, Variable Annuities, Certificates of Deposit, Variable Life, Equity Trading, Capital Gains Tax, Disability Insurance, Long Term Care Insurance, Retirement Planning, Estate Planning, Retirement Benefits, Wealth Management, Investments, Portfolio Management, Financial Analysis, Relationship Management, Insurance, Personal Financial..., Microsoft Excel, 401k, 403 b, Pensions, Equity Awards, Indexed Annuities, Fixed Income Portfolio..., Project Management, Viatical Settlements, Money Transfers, Anti Money Laundering, Secure Communications, Debt Management, Restricted Stock, Employee Stock Options, Cash Flow Analysis, Social Security, Medicare
Education
Sonoma State University
EY May 2015 - Present
Google via Vaco September 2014 - April 2015
Google via Randstad May 2013 - September 2014
Morgan Stanley Wealth Management October 2011 - May 2013
Wells Fargo Advisors August 2005 - October 2011
Ameriprise Financial Services, Inc. June 2004 - July 2005
Skills
Strategic Financial..., Retirement Planning, Investments, Series 7, Alternative Investments, Mutual Funds, Wealth Management, Financial Modeling, Financial Analysis, Portfolio Management, Sales, Marketing, Product Marketing, Data Analysis, Customer Service, Account Management, Relationship Management, Maintaining Strong..., Operations Management, Direct Marketing, Event Planning, Equities, Supply Chain Management, Logistics, CRM, Asset Allocation, Financial Planning
Education
Santa Clara University - Leavey School of Business 2008 — 2012
MBA, Marketing/Marketing Management, General
University of California, Santa Cruz 2000 — 2004
B,A,, Business Management, Economics
Mills High 1996 — 2000
Brookhurst Insurance August 2013 - December 2014
North Pacific Seafoods June 2006 - August 2013
Ameriprise Financial Services, Inc. April 2012 - July 2012
Skills
Accounting, Microsoft Word, PowerPoint, Financial Analysis, Sales, Microsoft Office, Access, Microsoft Excel, Time Management, English, Teamwork, Data Entry, Sales Management, Public Speaking, Research, Customer Service, Leadership, Management, Marketing, Finance, Operations Management
Education
Woodbury University 2012 — 2014
Bachelor's Degree, Accounting and Business/Management, Graduated
Santa Monica College 2011 — 2012
Business Administration and Management, General
St. Lukes
TandemCRM March 2015 - Present
ITAGroup April 2013 - August 2015
ITAGroup September 2009 - April 2013
ITAGroup May 2008 - September 2009
ITAGroup 2005 - 2008
New England Financial 2002 - 2005
Ameriprise Financial Services, Inc. 1999 - 2002
Skills
Corporate Communications, Marketing Communications, Salesforce.com, Marketing, Social Media Marketing, Market Research, Team-oriented, Business Process..., CRM, Customer Service, Training, Leadership, Strategic Partnerships, Program Management, Sales Process, Salesforce.com..., Salesforce Training
Education
Simpson College 1993 — 1997
BA, Psychology and Sociology
Cal-soap September 2013 - July 2014
Santa Barbara City College August 2007 - April 2008
La Arcada Law Offices November 2005 - June 2007
Ameriprise Financial Services, Inc. January 2005 - August 2005
Skills
Teaching, Public Speaking, Microsoft Office, Research, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Tutoring, Curriculum Design
Education
California State University-Channel Islands 2012 — 2015
Bachelor's degree, Liberal studies with an emphasis in Visual and Performing arts
Santa Barbara City College 2007 — 2012
Associate's Degree, General Education Breadth
Lacunza 2008 — 2008
Castilian language, A
Santa Barbara High School 2003 — 2007
High School, General Education, 3.8 GPA
ICANN April 2014 - Present
Dignified Transition Solutions, LLC July 2012 - April 2014
Ameriprise Financial Services, Inc. September 2009 - May 2011
Signature Estate & Investment Advisors, LLC April 2007 - November 2008
The True Agency April 2006 - July 2007
Skills
Project Management, Process Improvement, Visio, Risk Management, Leadership, Program Management, Salesforce.com, Encompass, Microsoft Excel, Vendor Management, Management, Portfolio Management, Change Management, Data Analysis, Multi Tasking, PowerPoint, DocuSign, Finance, Microsoft Office, Financial Analysis, Customer Service, Marketing
Education
Sophia University 2002 — 2006
Bachelor of Arts (B.A.), International/Global Studies
Ameriprise Financial Services, Inc. October 2003 - Present
Education
Simpson College 1999 — 2003
Bachelor of Arts (BA), Business Administration and Management, Specialization in Finance and Insurance. Minor in Economics
The American College
Certified Financial Planner™
Diplomat Deli September 2013 - Present
CVS Caremark Corporation April 2012 - June 2013
Vulcan Steel Products September 2012 - April 2013
Polo Dental Creations July 2011 - July 2012
U.S. Pipe & Foundry Company, LLC. November 2008 - August 2009
Ameriprise Financial Services, Inc. January 2007 - August 2008
Ford Motor Credit Company 2000 - 2003
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Debt Management, Pinnacle, Fast Data, SAP, pbx multi line phone..., advisor compass, Smart Office, Morningstar, Awareness, Accountability, Communication, Flexibility, General Practice, New Hires, Integrity, Merchandising, Overseeing, Packaging, Projects, Shipping, receiving, Telephone Skills
Education
Shelton State Community College 1994 — 1996
none, General Studies
Hillcrest High School
Ameriprise Financial Services, Inc. October 2011 - Present
J.P. Morgan Chase Private Client March 2009 - October 2011
CITIBANK November 2000 - March 2007
Edward Jones 1998 - 2000
Edward Jones 1998 - 2000
Education
Seattle Pacific University 1992 — 1996
Bachelor of Business Administration (BBA), Finance & Business Management
Ameriprise Financial Services, Inc. March 2012 - Present
Wells Fargo Advisors August 2006 - February 2012
UBS Financial Services October 2001 - August 2006
Education
Skidmore College
Bachelor of Arts (B.A.), Psychology
New Rochelle High School
Ameriprise Financial Services, Inc. August 2003 - Present
Skills
Personal Financial..., Investments
Education
Sonoma State University 1998 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Sonoma State University 1998 — 2003
Bachelor of Arts (B.A.), Economics
Novato High School 1994 — 1998
Ameriprise Financial Services, Inc. September 2005 - Present
American Express Financial Advisors July 1995 - September 2005
IBM January 1986 - June 1995
IBM January 1982 - December 1985
IBM January 1971 - December 1981
IBM January 1969 - December 1970
United States Peace Corp November 1966 - December 1968
Education
Seton Hall University 1965 — 1966
Master of Business Administration (MBA), Business Administration and Management, General
Seton Hall University 1960 — 1965
Bachelor of Science (BS), Economics
Starwood Hotels & Resorts Worldwide, Inc. August 2013 - Present
Starwood Hotels & Resorts Worldwide, Inc. December 2011 - August 2013
Ameriprise Financial Services, Inc. July 2011 - October 2011
Skills
Account Management, Event Planning, Sales, Customer Service, Marketing Communications, Hospitality Management, Wedding Management, Communication, Highly detail oriented, Creativity
Education
Skidmore College 2007 — 2011
Bachelor of Arts (BA), Business Administration and Management, General
Ameriprise Financial Services, Inc. March 2014 - Present
Hawaiian airlines May 2013 - January 2014
Hawaiian Airlines July 2012 - May 2013
Pacific Nutrition & Wellness February 2009 - February 2012
Optimum Chiropractic February 2008 - December 2008
Birth & Family Clinic March 1996 - February 2008
Skills
Microsoft Office, Outlook Express, Customer Centricity, Medisoft, advanced md, Office Management, Customer Satisfaction, Strategic Planning, Invoicing, Process Scheduler, Customer Service, Team Leadership, Telephone Skills, Human Resources, Coaching, Payroll, Public Speaking, Medical Records, Outlook, Management, Event Planning, Accounting, Purchasing, Budgets, Social Networking, Team Building, Microsoft Word, Microsoft Excel, EMR, Analysis, Process Improvement, Leadership, Account Management, ICD-9, CPT, Time Management, Contract Negotiation, Operations Management, Sales, Medical Terminology, Retail, Social Media, Marketing, Training, PowerPoint, Event Management
Education
Meadowdale High School 1984 — 1988
Diploma, Accounting and Business/Management
Shoreline Community College
Eureka Growth Capital Management, L.P. April 2015 - Present
Ameriprise Financial Services, Inc. January 2013 - April 2015
Hartford Steam Boiler January 2012 - May 2012
Skills
Process Scheduler, PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Customer Service, Management, Social Media, Time Management, Microsoft Word, Marketing, Sales, Social Media Marketing
Education
Shippensburg University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Business Administration, Marketing, Dean's List
US Treasury, Financial Stability Oversight Council June 2013 - July 2015
Federal Reserve Board, Division of Research and Statistics, Financial Studies Section June 2012 - May 2013
Federal Reserve Board, Division of Research and Statistics, Financial Studies Section June 2010 - May 2012
Ameriprise Financial Services, Inc. June 2009 - May 2010
Skidmore College Math Department September 2007 - May 2010
Skidmore College Economics Department September 2008 - May 2009
UBS Financial Services Inc. July 2008 - August 2008
Skills
Leadership, Econometrics, Economics, Statistics, Research, Stata, Finance, Policy Analysis
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Skidmore College 2006 — 2010
BA, Mathematics & Economics
Maple Hill High School 2002 — 2006
Tiffany & Co. May 2014 - Present
Tiffany & Co. October 2013 - May 2014
Insight Global May 2012 - June 2013
The Ayco Company, L.P. May 2011 - May 2012
Ameriprise Financial Services, Inc. January 2011 - May 2011
Skills
Access, Time Management, CRM, Microsoft Office, Start-ups, Finance, Cold Calling, PowerPoint, Microsoft Excel, Human Resources, Event Planning, Social Networking
Education
Siena College 2008 — 2012
Bachelors, Accounting
Suffern High School 2004 — 2008
PROGENEX October 2011 - Present
Santa Clara University October 2009 - Present
Ameriprise Financial Services, Inc. July 2011 - September 2011
Olive Medical Corp April 2010 - June 2010
RGIS - Retail Grocery Inventory Specialist 2008 - 2010
Skills
Facebook, Social Media, Social Media Marketing, PowerPoint, Microsoft Excel
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Bachelor of Science in Commerce, Finance
Loyola High School of Los Angeles 2004 — 2008
Liberty Mutual Insurance June 2014 - Present
Fenwick & West LLP May 2013 - May 2014
Santa Clara University December 2010 - May 2013
Ameriprise Financial Services, Inc. June 2012 - September 2012
City and County of San Francisco June 2011 - September 2011
San Francisco Chronicle June 2006 - June 2010
Skills
Event Planning, Proposal Writing, Social Media
Education
Santa Clara University 2010 — 2014
Political Science, Economics
Institute for the International Education of Students
Study Abroad, Fall Junior Year
Saint Ignatius College Preparatory 2006 — 2010
Port Wealth Management January 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - January 2015
Monahan Associates October 2012 - October 2013
Putnam Investments 2007 - October 2010
Putnam Investments 2005 - 2007
Putnam Investments 2003 - 2004
Putnam Investments 2001 - 2003
Putnam Investments 2000 - 2001
Skills
Series 63, Series 7, Series 6, Investments, Series 65, Sales, Training, Building Relationships, Mutual Funds, Client Development, Sales Presentations, Client Education, Relationship Marketing, Business Planning
Education
Simmons College 1996 — 2000
Business Management, Finance, Economics
University of Whales Swansea 1998 — 1998
1998 Fall Semester Abroad
Keller Williams Realty May 2013 - Present
Prudential PenFed Realty April 2006 - May 2013
Prudential Carruthers Realtors 2006 - November 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1995 - 2005
Ameriprise Financial Services, Inc. 1993 - 1994
Skills
First Time Home Buyers, Accredited Buyer Rep, Certified Residential..., Certified Distressed..., Fine Homes Specialist, Certified Luxury Homes..., Short Sales, Luxury, Foreclosures, Sellers, Relocation, Investors, Property, ABR, Townhomes, Real Property, Listings, Agents, Buyer Representation, New Homes, Move Up Buyers, New Home Sales, National Association of..., Real Estate
Education
Sewanee-The University of the South 1971 — 1975
Bachelor of Arts (B.A.), English Literature
RiseSmart 2013 - May 2014
Kenexa October 2011 - 2013
ADP 2009 - 2011
Ameriprise Financial Services, Inc. March 2004 - December 2007
Skills
Salesforce.com, Cold Calling, SaaS, Account Management, Sales Process, Lead Generation, New Business Development, Human Resources, Talent Management, Direct Sales, Performance Management, Talent Acquisition, Contract Negotiation, Applicant Tracking..., Training, Business Development, CRM, Leadership, Team Leadership, Sales Presentations, Technical Recruiting, Solution Selling, Recruiting, Consulting, Sales Management, Customer Retention, Building Relationships, Team Building, Start-ups, Professional Services, Outsourcing, Sales Operations, Sales
Education
Shippensburg University of Pennsylvania 1998 — 2003
Elementary Education, Mathematics, Business
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. August 2012 - April 2013
Ameriprise Financial Services, Inc. November 2010 - August 2012
Skills
Series 7, Retirement Planning, Uniform Combined State..., Mutual Funds, Wealth Management
Education
Seton Hall University 2003 — 2007
Bachelor of Science (B.S.), Finance, Business Management
Transport America December 2014 - Present
Farmington Senior High School October 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - December 2014
Coaching Youth Lacrosse June 2011 - November 2014
TCF Bank July 2013 - January 2014
Coca-Cola Refreshments November 2009 - June 2013
Skills
Communication, Time Management, Energy, Microsoft Word, PowerPoint, Marketing, Efficiency, Prezi, Sales, Coaching, Leadership, Critical Thinking, Motivation, Sales Motivation, Inspiration, Team Leadership, Microsoft Technologies, Written & Oral..., Customer Service, Customer Retention, Grit
Education
Minnesota State University 2011 — 2013
Bachelor of Science, Communications; Communication Studies, Marketing
South Dakota State University 2010 — 2011
Assurant Solutions February 2015 - Present
Assurant Solutions August 2014 - February 2015
Britto Central November 2013 - March 2014
Britto Central January 2013 - November 2013
Britto Central December 2011 - December 2012
Britto Central May 2011 - December 2011
Britto Central November 2010 - May 2011
Chase Bank July 2009 - July 2010
Ameriprise Financial Services, Inc. June 2009 - October 2009
Skills
Bookkeeping, Finance, PeopleSoft, Microsoft Money, Data Entry, Microsoft Excel, Microsoft Office, Customer Service, Sales, Microsoft Word, Distribution Center..., Purchasing, Spreadsheets, Management, Training, Financial Statements, Payroll, Retail, Logistics, Forecasting, Accounts Receivable, Invoicing, Process Scheduler, Human Resources, Accounting, Leadership, Inventory Management, Bank Reconciliation, Account Reconciliation, Accounts Payable, Budgets, Customer Satisfaction, Inventory, Pricing, Analysis, Cost Accounting, Team Building, Marketing, Business Analysis, Process Improvement, SDLC
Education
Sonoma State University 2007 — 2010
BS, Business Administration concentration: Finance
Ameriprise Financial Services, Inc. September 2014 - Present
US Bank September 2010 - September 2014
US Banccorp January 2009 - September 2010
US Banccorp September 2007 - January 2009
US Bank September 2006 - October 2007
Manpower Professional April 2004 - September 2006
Skills
Requirements Analysis, Banking, Technical Recruiting, Talent Acquisition, SDLC, User Acceptance Testing, Recruiting, Business Analysis, Quality Center, Process Improvement, Agile Methodologies, CRM, HP Quality Center, Management, Vendor Management
Education
South Dakota State University 1992 — 1996
Bachelor's degree, Sociology and Criminal Justice
Wells Fargo December 2013 - December 2014
Nokia June 2013 - October 2013
Jostens March 2009 - April 2013
GMAC RFC/ResCap May 2006 - March 2009
Ameriprise Financial Services, Inc. August 2005 - April 2006
Target October 2004 - July 2005
ADP May 2004 - September 2004
Skills
PeopleSoft, SDLC, PeopleTools, PeopleCode, SQR, SQL, Application Engine, Component Interface, Integration Broker, Application Packages, Application Classes, PS Query, XML Publisher, Change Assistant, Change Management, Workflow, Upgrades, Bolt-on-aplications, tax updates, bundles, data mover, Analytical Skills, Oral & Written..., Toad, Problem Solving, independent as well as..., integrations, conversions, interfaces, User Interface, Weblogic, Integration
Education
Shippensburg University of Pennsylvania 2002 — 2003
Masters, Computer Science
Ameriprise Financial Services, Inc. August 2009 - Present
Wells Fargo Investments April 2009 - June 2009
Wells Fargo Bank November 2004 - June 2009
Education
San Jose State University 2005 — 2008
BS, Marketing
MetLife July 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - June 2014
Morgan Stanley Smith Barney May 2010 - May 2013
Humanscale February 2007 - April 2010
Northern Valley Lacrosse 2005 - 2009
DHL Express 1994 - 2007
Skills
Management, Strategic Planning, Finance, Leadership, Contract Negotiation, Sales Management, Negotiation, Investments, Sales Operations, Business Development
Education
Seton Hall University 1995 — 2000
Masters in Business Administration, Management
University of Delaware 1983 — 1987
Bachelor of Arts, Economics
Ameriprise Financial Services, Inc. July 2014 - Present
Francis Howell School District August 2013 - May 2014
Francis Howell School District August 2008 - August 2013
XTRA Lease 1985 - 2000
Skills
Customer Service, Customer-focused Sales, Microsoft Office, Microsoft Word, Marketing, Microsoft Excel, Outlook, Marketing Communications
Education
Southeast Missouri State University 1981 — 1985
Business, Marketing and Public Relations
St Dominic High School
Leading Edge Investments Inc. February 2011 - Present
Allianz Life February 2006 - Present
ITR 2007 - 2008
Ameriprise Financial Services, Inc. 2006 - 2006
Skills
PMP, Vendor Management, SDLC, Process Improvement, Program Management
Education
Seton Hall University
BS, Business and Finance
Ameriprise Financial Services, Inc. 1999 - Present
Education
Silver Lake College 1993 — 1995
Bachelor of Science (B.S.), Business Administration, Management and Operations
University of Wisconsin-Oshkosh 1991 — 1993
Business Administration, Management and Operations
Tembion Capital Management May 2012 - Present
Ameriprise Financial Services, Inc. February 1995 - May 2012
Education
Santa Fe Community College 2009 — 2014
Associate's Degree, Business Administration - Accounting Concentration, Graduated Magna Cum Laude
Santa Fe Community College 2008 — 2009
Accounting Specialist Certificate, accounting
Ameriprise Financial Services, Inc. February 1994 - Present
Education
Seattle University 1989 — 1992
MBA
U.S. Bank October 2015 - Present
Ameriprise Financial Services, Inc. September 2014 - January 2015
Allianz Life July 2011 - September 2014
Allianz Life October 2008 - July 2011
Allianz Life March 2004 - October 2008
Skills
Customer Relations, Budgeting, Insurance, Customer Service, Case Management, XML Schema, XML Spy, Budgets, E-commerce, Fixed Annuities, Process Improvement, XML, Analysis, Brokerage, Business Analysis, Leadership, Public Speaking, Requirements Analysis
Education
South Dakota State University 1996 — 2002
Consumer Affairs
South Dakota State University 1996 — 2002
Bachelor of Science (BS), Consumer Affairs
Rosemount High School
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. 2010 - November 2014
RiverSource Life Insurance Co. March 2004 - June 2010
American Express Financial Advisors October 1999 - September 2003
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Financial Services, Financial Advisory, Wealth Management, Retirement, Strategic Financial..., FINRA, Financial Planning, Series 63, Leadership, Series 6, Insurance, Series 7, Business Analysis, IRAs, Relationship Management
Education
College for Financial Planning 2014 — 2014
Chartered Retirement Planning Counselor, Retirement Plans
South Dakota State University 1991 — 1996
Bachelor’s Degree, Business Economics
Community Emergency Responce Team September 2008 - Present
Airgas Puritan Medical July 2005 - Present
Pandemic Prep.org December 2010 - December 2012
Pandemic Prep.org January 2009 - December 2011
Ameriprise Financial Services, Inc. 2006 - 2010
Skills
Community Emergency..., American Red Cross CPR..., Pandemic Prep.org..., Fundraising, Financial Reporting, Healthcare, Hosting, Home Care, Non-profits, Quickbooks, Market Research, Customer Service, Teaching, Team Leadership, Tax Preparation, QuickBooks, Nonprofits, Leadership, Selling, New Business Development, Team Building, Budgets, Leadership Development, Sales Operations, Public Speaking, Negotiation, Account Management, Sales Management, Sales Process, Start-ups, Strategic Planning, Business Planning, Direct Sales, Management, Supervisory Skills, Coaching, Sales, Policy, Contract Negotiation, Program Management, Operations Management, Cross-functional Team..., Project Planning, Strategy, Business Development, Analysis, Forecasting, Marketing Strategy, Marketing, Sales Presentations
Education
Southeast Missouri State University 1979 — 1983
Accounting & Finance, Business
Southeast Missouri State University 1979 — 1983
Bachalor of Science in Accounting, Accounting and Finance Double Major
Renaissance Macro Research September 2014 - Present
T3 Trading Group, LLC July 2009 - July 2014
PTG Capital March 2008 - June 2009
Siemens May 2007 - September 2007
Ameriprise Financial Services, Inc. June 2006 - September 2006
Skills
Equities, Financial Analysis, Portfolio Management, Technical Analysis, Risk Management, Hedge Funds, Proprietary Trading, Equity Research, Java, Python, HTML, Investments, Trading, Microsoft Excel, Finance
Education
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Science (BS), Finance, Economics
Ameriprise Financial Services, Inc. November 2011 - March 2012
Ameriprise Financial February 2009 - November 2011
Skills
Wealth Management, Financial Services, Securities, Mutual Funds, Series 7
Education
Sarah Lawrence College 2000 — 2002
Near and Middle Eastern Studies
University of Colorado Boulder 1978 — 1982
Political Science and Government
Sara
Merrill Lynch June 2011 - Present
Merrill Lynch September 2009 - June 2011
Ameriprise Financial Services, Inc. March 2008 - September 2009
Johnson & Johnson May 2008 - August 2008
Skills
Series 24, Series 7, Series 66
Education
Seton Hall University 2011 — 2015
Master of Business Administration, Accounting
Seton Hall University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Ameriprise Financial Services, Inc. January 2007 - April 2009
Ameriprise Financial 2007 - 2009
Education
Slippery Rock University of Pennsylvania 1966 — 1969
BS Ed, General Science
Ameriprise Financial Services, Inc. December 2003 - Present
Skills
Retirement Planning, Estate Planning, Retirement, Investments, Financial Advisory, Finance, Wealth, Portfolio Management, Tax, Financial Goals, Strategic Financial..., Due Diligence, Time Management, Series 7, Strategic Planning
Education
Seton Hall University
BA
LPL Financial January 2015 - Present
Ameriprise Financial Services, Inc. April 2014 - December 2014
Ameriprise Financial Services, Inc. April 2012 - April 2014
Lincoln Financial Group June 2010 - November 2010
Ameriprise Financial Services, Inc. April 2009 - November 2009
Ameriprise Financial Services, Inc. January 2006 - February 2009
American Express Financial Advisors March 2004 - February 2006
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Series 7, Investments, Investment Advisory, Financial Advisory, Asset Allocation, Estate Planning, Investment Strategies, Mutual Funds, Wealth, Portfolio Management, Financial Services, Finance, Securities, FINRA, Insurance
Education
Sonoma State University
Bachelor's Degree, Economics with a Finance Concentration
Ameriprise Financial Services, Inc. 2009 - Present
Morgan Stanley November 2001 - March 2009
Waddell & Reed Financial Services March 2005 - August 2005
Education
Santa Monica College
Business
Jack Conway & Company, Inc. May 2013 - Present
GDM Associates May 2007 - Present
Ameriprise Financial Services, Inc. February 2005 - March 2012
The Stop & Shop Companies May 1988 - November 1989
The Stop & Shop Companies June 1986 - May 1988
Bradlees Department Stores March 1985 - June 1986
Bradlees Department Stores August 1983 - March 1985
Skills
Email Marketing, Social Media Marketing, Marketing Strategy, Online Marketing, Business Development, Non-profit Program..., Non-profit Leadership, Non-profit Volunteer, Community Outreach, Marketing Communications, Fundraising, Sales, Selling, Organizational..., Marketing, Human Resources, Salesforce.com
Education
Simmons College
Bachelor Of Science, Management and Marketing
Ameriprise Financial Services, Inc. November 2006 - Present
Skills
Microsoft Office, Leadership, Process Improvement, Outlook, Team Building, Risk Management, Research
Education
Sofia University St. Kliment Ohridski
Telescope November 2014 - Present
MoJo Designs January 2012 - Present
Ameriprise Financial Services, Inc. January 2008 - May 2014
Ameriprise Financial Services, Inc. June 2004 - May 2014
theNARKS Records June 2010 - June 2012
Skills
Web Design, Information Technology, Web Development, JavaScript, CSS, Git, Node.js, HTML, jQuery, Servers, Microsoft Office, Microsoft Excel, Investment Strategies, Strategic Financial..., Retirement Planning, Estate Planning, Series 7, Series 66, Insurance, Long-term Care, Retirement, Uniform Combined State..., Financial Planning, PHP, Social Media, Photoshop
Education
Santa Monica College 2008 — 2010
Associate's Degree
Ameriprise Financial Services, Inc. April 2004 - Present
City of San Jose, Department of Parks and Recreation 2001 - 2002
Education
San Jose State University 2001 — 2003
Bachelor of Science, Business Administration, Finance
University of California, Irvine 1999 — 2001
MetLife May 2011 - Present
Ameriprise Financial Services, Inc. December 2000 - May 2011
PORTAMEDIC SERVICES January 1995 - January 2000
MASTERTECH PHONE CORP January 1994 - January 1995
Hooper Holmes January 1987 - January 1994
Skills
P&L, Budgeting, Supervisory Skills, Mentoring, Budget Preparation, Profit, Staff Management, Compliance, Strategic Planning, Insurance
Education
Seton Hall University 1983 — 1987
Bachelor of Science, Business Administration
Ameriprise Financial Services, Inc. December 2003 - Present
Education
Shippensburg University of Pennsylvania 1999 — 2003
Self-Employed 2014 - Present
Self-Employed 1989 - Present
Renna Communications 2006 - 2014
Ameriprise Financial Services, Inc. 1999 - 2001
DePelchin Children's Center 1997 - 2000
Sheppard Pratt 1995 - 1997
Child Protective Services, Washington, DC 1993 - 1995
National Community Action Foundation 1989 - 1991
Allied Capital 1987 - 1989
Dai-Ichi Kangyo Bank 1985 - 1987
Skills
Social Media, Strategic Communications, Strategic Financial..., Team Leadership, Message Development, Branding & Identity, Writing, Actvism, Business Planning, Social Media Marketing, Human Rights, Negotiation, Management Consulting, Crisis Communications, Strategic Consulting, Business Strategy, Managerial Finance, International Relations, Managing Business Growth, Non-profit Consulting, Brand Development, Brand Management, Collateral Materials..., Mental Health, Community Outreach, Media Relations, Nonprofits, Program Development
Education
Smith College School for Social Work 1991 — 1993
Master of Social Work (MSW), Clinical Social Work
Smith College 1981 — 1985
BA, Economics/Intl Relations, magna cum laude
London School of Economics and Political Science 1983 — 1984
International Relations and Affairs
USAA August 2014 - Present
BB&T July 2013 - June 2014
Ameriprise Financial Services, Inc. March 2002 - June 2013
Bank of America October 2000 - January 2002
Bank of America June 1999 - October 2000
Bank of America 1997 - 1999
Bank of America July 1996 - June 1997
Bank of America May 1995 - July 1996
Bank of America January 1994 - May 1995
Bank of America June 1987 - January 1994
Skills
Small Business Lending, Personal Financial..., Commercial Lending, Credit Analysis, SBA, SBA 504, Managing Associates, Investment Selection, Asset Allocation, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Lotus Notes, Investments
Education
Southeast Missouri State University 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General Majors: Finance, Accounting & Management
Peabody & Arnold LLP February 2013 - Present
Harmon Law Offices, P.C. March 2012 - February 2013
Paper Garden Records July 2011 - August 2011
Nasty Little Man June 2011 - August 2011
Warner Music Group June 2010 - August 2010
Bluejay Recording Studio June 2009 - August 2009
Ameriprise Financial Services, Inc. June 2008 - August 2009
Skills
Music, Composition, Music Production, Music Industry, Legal Writing, Legal Documents, Public Relations, Music Licensing, Financial Advisory, Administrative..., Event Planning, Database Administration, Legal Research, Westlaw, Lexis
Education
Smith College 2007 — 2011
Bachelor's degree, American Studies, Media & Popular Culture
Yonsei University 2009 — 2009
Lending Club July 2015 - Present
Aerotek December 2012 - June 2015
Premier Smog 2010 - 2013
Aerotek July 2012 - December 2012
Wells Fargo 2008 - 2012
Ameriprise Financial Services, Inc. 2007 - 2008
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Customer Service, Microsoft Office, Social Networking, Team Building, Data Entry, Sales Management, Social Media, Interviews, Employee Relations, Management, Accounting, Training, Analysis, Recruiting, Time Management, Human Resources, Salesforce.com, Budgets, Finance, Access, Leadership, Sales
Education
San Jose State University 2001 — 2007
Bachelor of Science (B.S.), Business Administration concentration in Finance
Junipero Serra High School 1996 — 2000
High School Diploma
PA Department of Revenue November 2014 - Present
PA Department of Revenue April 2012 - March 2015
Ameriprise Financial Services, Inc. May 2011 - August 2011
Skills
Retirement Planning, Financial Advisory, Securities, Portfolio Management, Equities
Education
Shippensburg University of Pennsylvania 2007 — 2011
Finance & Personal Financial Planning
Data Consulting Group May 2015 - Present
Masco Corporation Through TekSystems October 2014 - May 2015
CDI Contracted to IBM November 2012 - October 2014
TEKsystems Contracted to HP January 2012 - November 2012
Veritas Solutions, Contracted to IBM On Site at ALLY May 2010 - January 2012
Ameriprise Financial Services, Inc. November 2008 - November 2009
H&R Block Financial Advisors November 1999 - November 2008
The Talent Shop 1997 - 1998
Skills
SCCM, Windows 7, Servers, Active Directory, Windows Server, Operating Systems, Infrastructure, System Deployment, VMware, SharePoint, Data Center, IIS, Group Policy, Disaster Recovery, Microsoft SQL Server, 2008 R2, Troubleshooting, System Administration, Security, Windows XP, DHCP, Visio, Microsoft Exchange, XP, Microsoft Office, Network Administration, Integration, DNS, MDT, WAIK, VBScript, Powershell, Technical Support, IT Operations, Software Installation
Education
Western Governors University 2009 — 2012
Bachelor of Science, IT - Networks Design and Management
Schoolcraft College
A.A.S., Computer Information Systems
Fountainhead Capital Management - RIA December 2013 - Present
Paragon Financial Group April 2012 - December 2013
Ameriprise Financial Services, Inc. 2009 - 2011
H&R Block Financial Advisors August 2002 - October 2009
A. G. Edwards & Sons February 2000 - August 2002
Skills
CRM, Training, Series 7, Series 63, Series 65, Long-term Care, Life, Accident &..., Variable Life & Annuity...
Education
Shepherd University 1987 — 1992
Bachelor of Science (B.S.), Hotel, Motel, and Restaurant Management
Wells Fargo Advisors, LLC June 2012 - Present
Scottrade November 2006 - June 2012
Ameriprise Financial Services, Inc. October 2004 - November 2006
Skills
Social Media, Management, Microsoft Office, Finance, Team Management, Leadership, Training, Investments, Bass Fishing, Bowhunting, Compliance
Education
Southeast Missouri State University 1999 — 2004
Bachelor's degree, General Studies
Scotts coach works June 2013 - Present
Choice Pet Market March 2012 - June 2013
Ameriprise Financial Services, Inc. March 2011 - September 2011
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Marketing
Scottsdale Community College
Specialized Bicycle Components September 2015 - Present
Kaiser Permanente Regional Offices June 2014 - August 2014
Ameriprise Financial Services, Inc. April 2014 - May 2014
Hanhai Investment October 2013 - March 2014
Hanhai Investment May 2013 - September 2013
Skills
Leadership, Business Development, Microsoft Excel, Organization Skills, Interpersonal..., Data Analysis, Access, Financial Analysis, Customer Service, Sales, Financial Modeling, Microsoft Visio, Microsoft Access, Procedural Analysis, Strategic Planning, Gap Analysis, Agile & Waterfall..., Team Leadership, Community Outreach, Public Speaking, PowerPoint, Web Design, Web Development, CSS, JavaScript
Education
Santa Clara University 2012 — 2015
Bachelor of Science in Commerce, Finance
GLG (Gerson Lehrman Group) January 2014 - Present
DBS Diversified Brokerage Services September 2013 - Present
Farmers Insurance April 2014 - October 2014
USAA November 2013 - February 2014
Ameriprise Financial Services, Inc. October 2012 - September 2013
GE Capital May 2011 - July 2012
Defendent 2008 - 2008
Defendent 2008 - 2008
Bank of America April 2005 - December 2007
Wells Fargo February 2004 - December 2004
Skills
Retirement Planning, Insurance, Finance, Financial Services, Financial Advisory, Time Management, Financial Planners, Accounts Receivable, Financial Goals, Portfolio Management, Strategic Financial..., Investments, Banking, Credit, Financial Analysis
Education
Scottsdale Community College 2004 — 2007
Jackson National Life March 2008 - Present
Ameriprise Financial Services, Inc. March 2007 - March 2008
ING Financial Servis April 2003 - March 2007
Skills
COBOL, JCL, VSAM, DB2, Eztrieve, SAS, SQL, MS Office., Vantage-One for Annuity..., TSO/ISPF, SPUFI, File-AID. IBM Debugger, Chageman, Endeavor, TWS., Mutual Funds, Securities, Financial Services, Equities, Retirement Planning, Fixed Annuities, Retirement, Wealth Management, Financial Analysis, Vantage-One
Education
Shivaji University 1998 — 2001
Master of Computer Applications (MCA)
Ameriprise Financial Services, Inc. October 2011 - Present
Northwestern Mutual 2002 - October 2011
Education
Seton Hall University 2001 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
Bergen Catholic High School 1997 — 2001
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo June 2009 - October 2014
Ameriprise Financial Services, Inc. 2007 - 2008
Japan Exchange and Teaching Program(me) (JET) 2003 - 2006
Skills
Banking, Mortgage Lending, Credit Analysis, Finance, Credit, Mortgage Banking, Financial Analysis
Education
University of Kansas 1998 — 2003
Bachelor of Science (B.S.), International Business, Concentration in East Asian Languages and Cultures
Sophia University 2001 — 2002