Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

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

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

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

Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Erika Telkamp Erika Telkamp Minneapolis, Minnesota Details
Erika Telkamp's Ameriprise Financial Services, Inc. Experience March 2006 - October 2006
Job Event planner and project manager supporting recruiters in their search for top talent
Industry Human Resources
Experience
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

Jason Barba Jason Barba Greater Minneapolis-St. Paul Area Details
Jason Barba's Ameriprise Financial Services, Inc. Experience October 2013 - June 2015
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
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

Francesca Banci Francesca Banci Greater New York City Area Details
Francesca Banci's Ameriprise Financial Services, Inc. Experience December 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Xiaopei (Peipei) Wang Xiaopei (Peipei) Wang Greater Minneapolis-St. Paul Area Details
Xiaopei (Peipei) Wang's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Econometrician II at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
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

Frank C Mitchell V Frank C Mitchell V San Jose, California Details
Frank C Mitchell V's Ameriprise Financial Services, Inc. Experience December 1999 - Present
Job Business Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Giovanni Scisci Giovanni Scisci Schenectady, New York Details
Giovanni Scisci's Ameriprise Financial Services, Inc. Experience April 2012 - August 2012
Job Associate Financial Rep at Northwestern Mutual
Industry Financial Services
Experience
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

Bianca Cross Bianca Cross San Jose, California Details
Bianca Cross's Ameriprise Financial Services, Inc. Experience June 2007 - October 2011
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
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

Brian Hallinan Brian Hallinan Long Beach, New York Details
Brian Hallinan's Ameriprise Financial Services, Inc. Experience January 2012 - May 2014
Job Insurance Broker at Denis A Miller Insurance
Industry Insurance
Experience
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

Deborah Reed, LUTCF Deborah Reed, LUTCF Madison, South Dakota Details
Deborah Reed, LUTCF's Ameriprise Financial Services, Inc. Experience April 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 1992 - Present

Education
South Dakota State University

Kathy Lucas, CIMA®, CFP®, CPA Kathy Lucas, CIMA®, CFP®, CPA San Francisco Bay Area Details
Kathy Lucas, CIMA®, CFP®, CPA's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job Financial Advisor at Ameriprise Financial Services
Industry Investment Management
Experience
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

Brian Silkworth Brian Silkworth Seattle, Washington Details
Brian Silkworth's Ameriprise Financial Services, Inc. Experience 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1999 - Present
Boeing  1987 - 1999
Macy's  1984 - 1987

Education
Thunderbird School of Global Management

Seattle University
Bachelor of Business Administration (B.B.A.), Finance, General

Michael V. Fasano, MBA Michael V. Fasano, MBA Greater New York City Area Details
Michael V. Fasano, MBA's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Vice President Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Tony Zollman Tony Zollman Des Moines, Iowa Area Details
Tony Zollman's Ameriprise Financial Services, Inc. Experience February 2008 - December 2008
Job Financial Advisor at Franke and Associates. A Financial advisory Practice of Ameriprise Financial
Industry Financial Services
Experience
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

Cameron Ajdari Cameron Ajdari Calabasas, California Details
Cameron Ajdari's Ameriprise Financial Services, Inc. Experience August 2013 - September 2015
Job Management Consultant at Utility Consulting Group
Industry Financial Services
Experience
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

Karen Authier Karen Authier Pierre, South Dakota Details
Karen Authier's Ameriprise Financial Services, Inc. Experience June 1995 - Present
Job
Industry
Experience
Ameriprise Financial Services, Inc.   June 1995 - Present

Education
South Dakota State University   1973 — 1977
Bachelor of Science (BS), Mathematics

Nehemias Luna Nehemias Luna Dallas/Fort Worth Area Details
Nehemias Luna's Ameriprise Financial Services, Inc. Experience July 2013 - September 2013
Job Analyst at Texas Instruments
Industry Semiconductors
Experience
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

Cathryn Farwell Cathryn Farwell Cincinnati Area Details
Cathryn Farwell's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Client Services Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Sabrina Kondelis Sabrina Kondelis Seattle, Washington Details
Sabrina Kondelis's Ameriprise Financial Services, Inc. Experience October 2007 - February 2010
Job Audiosocket
Industry Accounting
Experience
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

Deann Venuti Deann Venuti Tampa/St. Petersburg, Florida Area Details
Deann Venuti's Ameriprise Financial Services, Inc. Experience July 2011 - December 2011
Job Orange Theory Fitness Franchise Owner
Industry Health, Wellness and Fitness
Experience
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

Brittani Schettkoe Brittani Schettkoe Charlotte, North Carolina Details
Brittani Schettkoe's Ameriprise Financial Services, Inc. Experience July 2011 - August 2011
Job Assurance Associate at PwC
Industry Accounting
Experience
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

Adam Wilbur Adam Wilbur Cold Spring, Minnesota Details
Adam Wilbur's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Assistant at Central Business Supply
Industry Food Production
Experience
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

Jacob Olins Jacob Olins Greater New York City Area Details
Jacob Olins's Ameriprise Financial Services, Inc. Experience June 2010 - May 2011
Job Associate, Corporate Transformation at Verifone
Industry Financial Services
Experience
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

Robert Sieps, CFP® Robert Sieps, CFP® Omaha, Nebraska Details
Robert Sieps, CFP®'s Ameriprise Financial Services, Inc. Experience June 1989 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1989 - Present

Education
South Dakota State University   1985 — 1989
Bachelor's degree, Commercial Economics

Ed Hirota Ed Hirota Renton, Washington Details
Ed Hirota's Ameriprise Financial Services, Inc. Experience December 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Nicole Accardi Nicole Accardi Towaco, New Jersey Details
Nicole Accardi's Ameriprise Financial Services, Inc. Experience January 2011 - December 2012
Job Contingent Workforce Specialist
Industry Human Resources
Experience
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

Eugene Gabriel Eugene Gabriel New Castle, Pennsylvania Details
Eugene Gabriel's Ameriprise Financial Services, Inc. Experience September 1983 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1983 - Present

Education
Slippery Rock University of Pennsylvania
Bachelor's degree, History and Social Studies

Dana Worby-Robinson Dana Worby-Robinson Greater Boston Area Details
Dana Worby-Robinson's Ameriprise Financial Services, Inc. Experience June 2007 - August 2009
Job Marketing Account Manager at MaidPro
Industry Consumer Services
Experience
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

Joanne Wofford Joanne Wofford Olympia, Washington Details
Joanne Wofford's Ameriprise Financial Services, Inc. Experience January 2001 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kerry Abington Kerry Abington Greater Seattle Area Details
Kerry Abington's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Phillip Mccoy Phillip Mccoy Bunker Hill, West Virginia Details
Phillip Mccoy's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Phillip B. Jones Phillip B. Jones Knoxville, Tennessee Details
Phillip B. Jones's Ameriprise Financial Services, Inc. Experience 1999 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Thomas Wm. Drouin, CFP Thomas Wm. Drouin, CFP Greater Seattle Area Details
Thomas Wm. Drouin, CFP's Ameriprise Financial Services, Inc. Experience April 2010 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Adnan Haq Adnan Haq Kirkland, Washington Details
Adnan Haq's Ameriprise Financial Services, Inc. Experience June 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1997 - Present

Education
Southeastern Louisiana University   1990 — 1992
Master of Business Administration (MBA)

Kristi Tiedt Kristi Tiedt Green Bay, Wisconsin Area Details
Kristi Tiedt's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Sr. Organizational Effectiveness Consultant | Leadership Development at Ameriprise Financial Services, Inc.
Industry Internet
Experience
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

Brad Golden Brad Golden Huntsville, Alabama Details
Brad Golden's Ameriprise Financial Services, Inc. Experience August 2008 - February 2011
Job Business Development Consultant
Industry Management Consulting
Experience
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

Rachelle Holman-Little Rachelle Holman-Little Portland, Maine Area Details
Rachelle Holman-Little's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Patient Access Technical Specialist
Industry Hospital & Health Care
Experience
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

Carolynn Vasel, CFP®, CRPC® Carolynn Vasel, CFP®, CRPC® Greater St. Louis Area Details
Carolynn Vasel, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience 1989 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Nathan P. Huls Nathan P. Huls Overland Park, Kansas Details
Nathan P. Huls's Ameriprise Financial Services, Inc. Experience July 2005 - March 2007
Job Production Manager at Uhlig
Industry Printing
Experience
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

Aaron Locke Aaron Locke Greater Minneapolis-St. Paul Area Details
Aaron Locke's Ameriprise Financial Services, Inc. Experience 2003 - 2009
Job Financial Advisor at Advisornet
Industry Financial Services
Experience
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

Andrew Haber Andrew Haber New York, New York Details
Andrew Haber's Ameriprise Financial Services, Inc. Experience December 2010 - January 2011
Job Equity Trader at T3 Trading Group, LLC
Industry Capital Markets
Experience
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

Perry Peterson Perry Peterson Greater Minneapolis-St. Paul Area Details
Perry Peterson's Ameriprise Financial Services, Inc. Experience January 2004 - March 2012
Job Senior Consultant at Digineer
Industry Information Technology and Services
Experience
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

Jamie Monsler Jamie Monsler Santa Barbara, California Details
Jamie Monsler's Ameriprise Financial Services, Inc. Experience November 2011 - May 2012
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Kevin Morris, CFP (R) Kevin Morris, CFP (R) Phoenix, Arizona Details
Kevin Morris, CFP (R)'s Ameriprise Financial Services, Inc. Experience August 2000 - March 2004
Job Financial Planner at Vanguard
Industry Financial Services
Experience
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

Beth Steinhaus Beth Steinhaus Seattle, Washington Details
Beth Steinhaus's Ameriprise Financial Services, Inc. Experience March 2007 - August 2009
Job Financial Advisor at Breakwater Investment Management
Industry Financial Services
Experience
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

Camille Gosling Camille Gosling Miami/Fort Lauderdale Area Details
Camille Gosling's Ameriprise Financial Services, Inc. Experience April 2008 - December 2009
Job Administration at Mcintosh, Sawran & Cartaya, P.A.
Industry Legal Services
Experience
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

Rod Sager Rod Sager Vancouver, Washington Details
Rod Sager's Ameriprise Financial Services, Inc. Experience April 2004 - August 2005
Job The American Dream is Alive and Well
Industry Real Estate
Experience
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

Karen Flemming, CFP, EA Karen Flemming, CFP, EA Sacramento, California Area Details
Karen Flemming, CFP, EA's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Financial Planning Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Shaun Herman Shaun Herman Sacramento, California Area Details
Shaun Herman's Ameriprise Financial Services, Inc. Experience January 2008 - May 2008
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
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

William Cain Stranges William Cain Stranges Greater New York City Area Details
William Cain Stranges's Ameriprise Financial Services, Inc. Experience November 2012 - Present
Job Financial Services
Industry Financial Services
Experience
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

Lesie Kiheri Lesie Kiheri Orange County, California Area Details
Lesie Kiheri's Ameriprise Financial Services, Inc. Experience 2007 - Present
Job Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Renee Floer, CFP, CDFA, CMFC Renee Floer, CFP, CDFA, CMFC Greater Detroit Area Details
Renee Floer, CFP, CDFA, CMFC's Ameriprise Financial Services, Inc. Experience 1989 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1989 - Present

Education
William Tyndale College   1997 — 1999
Bachelors, Business

Schoolcraft College   1987 — 1989
Associates, Business

John Glenn High School

Jing Chien, ChFC Jing Chien, ChFC San Francisco Bay Area Details
Jing Chien, ChFC's Ameriprise Financial Services, Inc. Experience 1996 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1996 - Present
Norwest Mortgage  1992 - 1995

Education
San Jose State University
Bachelor's of Science, Computer Science

Chuck Shreve Chuck Shreve San Francisco Bay Area Details
Chuck Shreve's Ameriprise Financial Services, Inc. Experience December 2009 - September 2012
Job Vice President, Branch Manager
Industry Financial Services
Experience
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

Kyle Rupp Kyle Rupp San Francisco Bay Area Details
Kyle Rupp's Ameriprise Financial Services, Inc. Experience March 2012 - December 2012
Job Accouting Technician at Provident Funding Associates L.P.
Industry Financial Services
Experience
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

Jeanne Pellis Jeanne Pellis Pearland, Texas Details
Jeanne Pellis's Ameriprise Financial Services, Inc. Experience October 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1998 - Present

Education
South Texas College of Law   1985 — 1989
Doctor of Law (JD)

University of Texas, Austin
Bachelor of Arts (BA), French/English

Glen Dalton Glen Dalton West Des Moines, Iowa Details
Glen Dalton's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present

Education
Simpson College   1967 — 1970
Bachelor of Business Administration (BBA)

Matthew Couillard Matthew Couillard Washington D.C. Metro Area Details
Matthew Couillard's Ameriprise Financial Services, Inc. Experience May 2010 - August 2010
Job Analyst at TD International, LLC
Industry International Affairs
Experience
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

Tracy Northcutt Tracy Northcutt Greater Seattle Area Details
Tracy Northcutt's Ameriprise Financial Services, Inc. Experience August 2000 - March 2006
Job Senior Manager, Segment Marketing at TMobile
Industry Marketing and Advertising
Experience
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

Pauline Yue Min, CPA CFA Level 1 Candidate Pauline Yue Min, CPA CFA Level 1 Candidate Charlotte, North Carolina Area Details
Pauline Yue Min, CPA CFA Level 1 Candidate's Ameriprise Financial Services, Inc. Experience May 2009 - July 2009
Job Senior Fund Accountant at The Citco Group of Companies
Industry Accounting
Experience
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

Annalysse Padrta Annalysse Padrta Goleta, California Details
Annalysse Padrta's Ameriprise Financial Services, Inc. Experience August 2012 - December 2012
Job Assistant to Financial Planner at Ameriprise Financial Services, Inc.
Industry Accounting
Experience
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

Christina Bruscia Christina Bruscia Greater New York City Area Details
Christina Bruscia's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Branch Manager at Randstad
Industry Human Resources
Experience
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

Livingston Takane Livingston Takane Honolulu, Hawaii Details
Livingston Takane's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Davin Lundgren, CRPC®, AAMS® Davin Lundgren, CRPC®, AAMS® San Francisco Bay Area Details
Davin Lundgren, CRPC®, AAMS®'s Ameriprise Financial Services, Inc. Experience August 2001 - Present
Job Financial Advisor | Associate Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2001 - Present

Education
San Jose State University
Bachelor of Arts, History and Anthropology

Gary Gassmann Gary Gassmann San Francisco Bay Area Details
Gary Gassmann's Ameriprise Financial Services, Inc. Experience February 1990 - Present
Job Regional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 1990 - Present

Education
San Jose State University   1979 — 1983
Finance & Economics

Brian Guettler Brian Guettler Ponchatoula, Louisiana Details
Brian Guettler's Ameriprise Financial Services, Inc. Experience September 2001 - Present
Job Financial Advisor and Franchise Owner
Industry Financial Services
Experience
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

David Aramaki David Aramaki Greater Seattle Area Details
David Aramaki's Ameriprise Financial Services, Inc. Experience 1996 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  November 1996 - Present
Ameriprise Financial Services, Inc.   1996 - Present

Education
Seattle University   1992 — 1994
MBA

Whitman College   1986 — 1989
BA, Economics

Stanley Valdry Stanley Valdry Greater Seattle Area Details
Stanley Valdry's Ameriprise Financial Services, Inc. Experience November 1990 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1990 - Present

Education
Seattle University
BA, Finance

Matthew Boltz Matthew Boltz Phoenix, Maryland Details
Matthew Boltz's Ameriprise Financial Services, Inc. Experience January 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2002 - Present

Education
Shippensburg University of Pennsylvania   1997 — 2001
Bachelor's Degree, Finance, General

Ryan Murphy, CFP®, APMA®, CRPC® Ryan Murphy, CFP®, APMA®, CRPC® Greater Denver Area Details
Ryan Murphy, CFP®, APMA®, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Miguel Merilleno Miguel Merilleno San Francisco Bay Area Details
Miguel Merilleno's Ameriprise Financial Services, Inc. Experience January 2013 - March 2014
Job Sales Support Specialist at Untangle, Inc., ΔΣΠ
Industry Computer & Network Security
Experience
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

Mike Gavela Mike Gavela Greater New York City Area Details
Mike Gavela's Ameriprise Financial Services, Inc. Experience March 2014 - August 2015
Job Associate at Hive Ventures
Industry Financial Services
Experience
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

Kristy Norris Kristy Norris Houston, Texas Area Details
Kristy Norris's Ameriprise Financial Services, Inc. Experience March 2013 - October 2013
Job Accounts Payable at Fiserv Output Solutions
Industry Financial Services
Experience
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

James Pardieu James Pardieu San Francisco Bay Area Details
James Pardieu's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Sage Cho, MBA Sage Cho, MBA San Francisco Bay Area Details
Sage Cho, MBA's Ameriprise Financial Services, Inc. Experience June 2004 - July 2005
Job Global Account Manager Assistant Director, Business Development at Ernst & Young
Industry Financial Services
Experience
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

Phillip Chaffee Phillip Chaffee Encino, California Details
Phillip Chaffee's Ameriprise Financial Services, Inc. Experience April 2012 - July 2012
Job Business
Industry Insurance
Experience
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

Jacki Askelson Jacki Askelson Johnston, Iowa Details
Jacki Askelson's Ameriprise Financial Services, Inc. Experience 1999 - 2002
Job Owner / Consultant at TandemCRM
Industry Computer Software
Experience
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

Julieta Silva Julieta Silva Santa Barbara, California Area Details
Julieta Silva's Ameriprise Financial Services, Inc. Experience January 2005 - August 2005
Job Cal state Channel Islands liberal studies with an emphasis in visual and performing arts
Industry Education Management
Experience
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

Susan Yao Susan Yao Los Angeles, California Details
Susan Yao's Ameriprise Financial Services, Inc. Experience September 2009 - May 2011
Job Business Operations Analyst II at ICANN
Industry Internet
Experience
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

Matthew Mc Culla, CFP™ Matthew Mc Culla, CFP™ Pella, Iowa Details
Matthew Mc Culla, CFP™'s Ameriprise Financial Services, Inc. Experience October 2003 - Present
Job Financial Advisor, at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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™

Amy Dunigan Amy Dunigan Birmingham, Alabama Area Details
Amy Dunigan's Ameriprise Financial Services, Inc. Experience January 2007 - August 2008
Job Waitress at Diplomat Deli
Industry Consumer Services
Experience
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

James Heilgeist James Heilgeist Chicago, Illinois Details
James Heilgeist's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Aaron Wolson Aaron Wolson Greater New York City Area Details
Aaron Wolson's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Vice PresidentFinancial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Emmanuel Huereca Emmanuel Huereca Santa Rosa, California Details
Emmanuel Huereca's Ameriprise Financial Services, Inc. Experience August 2003 - Present
Job ParaPlanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

John R (Jack) Kelly, ChFC®,MBA,CRPC® John R (Jack) Kelly, ChFC®,MBA,CRPC® Greater New York City Area Details
John R (Jack) Kelly, ChFC®,MBA,CRPC®'s Ameriprise Financial Services, Inc. Experience September 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Caroline Sherman Caroline Sherman Minneapolis, Minnesota Details
Caroline Sherman's Ameriprise Financial Services, Inc. Experience July 2011 - October 2011
Job Sales Manager at Starwood Hotels & Resorts Worldwide, Inc.
Industry Hospitality
Experience
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

Denise Masanda Denise Masanda Punta Gorda, Florida Details
Denise Masanda's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Amy Feairheller Amy Feairheller Greater Philadelphia Area Details
Amy Feairheller's Ameriprise Financial Services, Inc. Experience January 2013 - April 2015
Job Administrative Assistant at Eureka Growth Capital Management, L.P.
Industry Financial Services
Experience
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

Melissa Hamilton Melissa Hamilton Washington D.C. Metro Area Details
Melissa Hamilton's Ameriprise Financial Services, Inc. Experience June 2009 - May 2010
Job Policy Analyst at U.S. Treasury
Industry Banking
Experience
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

Melani Bishel Melani Bishel Greater New York City Area Details
Melani Bishel's Ameriprise Financial Services, Inc. Experience January 2011 - May 2011
Job Vendor Liaison, Supply Management at Tiffany & Co.
Industry Staffing and Recruiting
Experience
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

Anthony Booker Anthony Booker Greater Los Angeles Area Details
Anthony Booker's Ameriprise Financial Services, Inc. Experience July 2011 - September 2011
Job Student at Santa Clara University Leavey School of Business
Industry Financial Services
Experience
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

Chris Falvey Chris Falvey San Francisco Bay Area Details
Chris Falvey's Ameriprise Financial Services, Inc. Experience June 2012 - September 2012
Job Commercial Insurance Excess Casualty Underwriter at Liberty Mutual Insurance
Industry
Experience
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

Leslie Nichols Leslie Nichols United States Details
Leslie Nichols's Ameriprise Financial Services, Inc. Experience October 2013 - January 2015
Job Paraplanner at Port Wealth Management
Industry Financial Services
Experience
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

Gene Mechling, CRS, GRI, ABR, CDPE Gene Mechling, CRS, GRI, ABR, CDPE Washington D.C. Metro Area Details
Gene Mechling, CRS, GRI, ABR, CDPE's Ameriprise Financial Services, Inc. Experience 1993 - 1994
Job Residential Realtor at Keller Williams Realty
Industry Real Estate
Experience
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

Jason Deppner Jason Deppner Greater Philadelphia Area Details
Jason Deppner's Ameriprise Financial Services, Inc. Experience March 2004 - December 2007
Job Business Development Manager at RiseSmart
Industry Outsourcing/Offshoring
Experience
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

Jacinda Wesolowski Jacinda Wesolowski Greater New York City Area Details
Jacinda Wesolowski's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Client Service Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Stephanie LaVictoire Stephanie LaVictoire Greater Minneapolis-St. Paul Area Details
Stephanie LaVictoire's Ameriprise Financial Services, Inc. Experience January 2014 - December 2014
Job Customer Service Manager
Industry Transportation/Trucking/Railroad
Experience
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

Kristine Kladt Kristine Kladt Miami/Fort Lauderdale Area Details
Kristine Kladt's Ameriprise Financial Services, Inc. Experience June 2009 - October 2009
Job Project Analyst at Assurant Solutions
Industry Information Technology and Services
Experience
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

Nate Anderson Nate Anderson Greater Minneapolis-St. Paul Area Details
Nate Anderson's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Lead QA Analyst at Ameriprise
Industry Information Technology and Services
Experience
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

Raj Boda Raj Boda Greater Minneapolis-St. Paul Area Details
Raj Boda's Ameriprise Financial Services, Inc. Experience August 2005 - April 2006
Job PeopleSoft Developer/Programmer Analyst
Industry Computer Software
Experience
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

Chris Mendel Chris Mendel San Francisco Bay Area Details
Chris Mendel's Ameriprise Financial Services, Inc. Experience August 2009 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Dave Poupard Dave Poupard Greater New York City Area Details
Dave Poupard's Ameriprise Financial Services, Inc. Experience June 2013 - June 2014
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
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

Mary Beth Booker Mary Beth Booker Greater St. Louis Area Details
Mary Beth Booker's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Betty Robinson Betty Robinson Miami/Fort Lauderdale Area Details
Betty Robinson's Ameriprise Financial Services, Inc. Experience 2006 - 2006
Job Sr. Program Manager and Director of PMO
Industry Information Technology and Services
Experience
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

Christopher Yaggie Christopher Yaggie Oshkosh, Wisconsin Area Details
Christopher Yaggie's Ameriprise Financial Services, Inc. Experience 1999 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Lisa Leefeldt Lisa Leefeldt Santa Fe, New Mexico Area Details
Lisa Leefeldt's Ameriprise Financial Services, Inc. Experience February 1995 - May 2012
Job Investment Adviser Representative, Tembion Capital Management
Industry Financial Services
Experience
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

Timothy Khin, CFP® Timothy Khin, CFP® Greater Seattle Area Details
Timothy Khin, CFP®'s Ameriprise Financial Services, Inc. Experience February 1994 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 1994 - Present

Education
Seattle University   1989 — 1992
MBA

Tom Laughlin Tom Laughlin Eden Prairie, Minnesota Details
Tom Laughlin's Ameriprise Financial Services, Inc. Experience September 2014 - January 2015
Job Business Analyst
Industry Insurance
Experience
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

Thomas Burkhart, CRPC Thomas Burkhart, CRPC Greater Minneapolis-St. Paul Area Details
Thomas Burkhart, CRPC's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Regional Sales Director Retirement Plans
Industry Financial Services
Experience
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

Laura Faerber Laura Faerber Greater St. Louis Area Details
Laura Faerber's Ameriprise Financial Services, Inc. Experience 2006 - 2010
Job Airgas Medical Gas Specialist
Industry Medical Devices
Experience
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

Kevin Dempter Kevin Dempter New York, New York Details
Kevin Dempter's Ameriprise Financial Services, Inc. Experience June 2006 - September 2006
Job Associate at Renaissance Macro Research
Industry Financial Services
Experience
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

Lorin Murphy Peterson Lorin Murphy Peterson Greater Minneapolis-St. Paul Area Details
Lorin Murphy Peterson's Ameriprise Financial Services, Inc. Experience November 2011 - March 2012
Job Senior Product Manager External Products Group at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Christopher Storch Christopher Storch Greater New York City Area Details
Christopher Storch's Ameriprise Financial Services, Inc. Experience March 2008 - September 2009
Job Assistant Supervisor at Merrill Lynch
Industry Financial Services
Experience
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

Pauline McClymonds Pauline McClymonds Houston, Texas Area Details
Pauline McClymonds's Ameriprise Financial Services, Inc. Experience January 2007 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2007 - April 2009
Ameriprise Financial  2007 - 2009

Education
Slippery Rock University of Pennsylvania   1966 — 1969
BS Ed, General Science

James Jaghab, CFP®, CRPC®, CDFA James Jaghab, CFP®, CRPC®, CDFA Greater New York City Area Details
James Jaghab, CFP®, CRPC®, CDFA's Ameriprise Financial Services, Inc. Experience December 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Nicholas Abelow Nicholas Abelow South Lake Tahoe, California Details
Nicholas Abelow's Ameriprise Financial Services, Inc. Experience April 2014 - December 2014
Job Partner at Abelow, Pratt, & Associates Financial Advisors & Wealth Management
Industry Financial Services
Experience
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

Colleen Johnstone Colleen Johnstone Greater Los Angeles Area Details
Colleen Johnstone's Ameriprise Financial Services, Inc. Experience 2009 - Present
Job at
Industry Financial Services
Experience
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

Debra Mark Debra Mark Greater Boston Area Details
Debra Mark's Ameriprise Financial Services, Inc. Experience February 2005 - March 2012
Job Realtor at Jack Conway & Company, Inc.
Industry Management Consulting
Experience
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

Meglena Lilova Meglena Lilova United States Details
Meglena Lilova's Ameriprise Financial Services, Inc. Experience November 2006 - Present
Job
Industry
Experience
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

Matthew Narksusook Matthew Narksusook Greater Los Angeles Area Details
Matthew Narksusook's Ameriprise Financial Services, Inc. Experience January 2008 - May 2014
Job
Industry Information Technology and Services
Experience
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

Marjorie Carbajal Marjorie Carbajal San Francisco Bay Area Details
Marjorie Carbajal's Ameriprise Financial Services, Inc. Experience April 2004 - Present
Job Paraplanner at Ameriprise Financial Services, Inc., CA Insurance #0E62922
Industry Financial Services
Experience
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

Craig Desimone Craig Desimone Greater New York City Area Details
Craig Desimone's Ameriprise Financial Services, Inc. Experience December 2000 - May 2011
Job Director of Operations at MetLife
Industry Financial Services
Experience
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

George Mastrogiorgos CFP®, CRPC®, CFS® George Mastrogiorgos CFP®, CRPC®, CFS® Exton, Pennsylvania Details
George Mastrogiorgos CFP®, CRPC®, CFS®'s Ameriprise Financial Services, Inc. Experience December 2003 - Present
Job Financial Advisor, Chester Springs Wealth Mgmt Group, a private wealth advisory practice of Ameriprise Financial Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2003 - Present

Education
Shippensburg University of Pennsylvania   1999 — 2003

Leah McElrath Leah McElrath Greater New York City Area Details
Leah McElrath's Ameriprise Financial Services, Inc. Experience 1999 - 2001
Job Communications Consultant
Industry Public Relations and Communications
Experience
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

Steven Cecil Steven Cecil Bradenton, Florida Details
Steven Cecil's Ameriprise Financial Services, Inc. Experience March 2002 - June 2013
Job Investment Services Representative at USAA
Industry Investment Management
Experience
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

Rita Yun Rita Yun Greater Boston Area Details
Rita Yun's Ameriprise Financial Services, Inc. Experience June 2008 - August 2009
Job Paralegal at Peabody & Arnold LLP
Industry Legal Services
Experience
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

Jonathan Fu Jonathan Fu San Francisco Bay Area Details
Jonathan Fu's Ameriprise Financial Services, Inc. Experience 2007 - 2008
Job Member Support Representative Lending Club
Industry Financial Services
Experience
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

Colton Swisher Colton Swisher State College, Pennsylvania Area Details
Colton Swisher's Ameriprise Financial Services, Inc. Experience May 2011 - August 2011
Job Fiscal Analyst at Department of Revenue
Industry Accounting
Experience
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

Nava Renaud Nava Renaud Greater Detroit Area Details
Nava Renaud's Ameriprise Financial Services, Inc. Experience November 2008 - November 2009
Job SCCM Administrator to the City of Detroit at Data Consulting Group
Industry Information Technology and Services
Experience
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

Susan E. Trass Susan E. Trass Greater New York City Area Details
Susan E. Trass's Ameriprise Financial Services, Inc. Experience 2009 - 2011
Job Registered Investment Associate
Industry Financial Services
Experience
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

Ryan Pelhank Ryan Pelhank Ballwin, Missouri Details
Ryan Pelhank's Ameriprise Financial Services, Inc. Experience October 2004 - November 2006
Job Compliance Analyst at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

John Stroinski John Stroinski Scottsdale, Arizona Details
John Stroinski's Ameriprise Financial Services, Inc. Experience March 2011 - September 2011
Job at
Industry Automotive
Experience
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

Sherwin Golshani Sherwin Golshani Santa Clara, California Details
Sherwin Golshani's Ameriprise Financial Services, Inc. Experience April 2014 - May 2014
Job Recent finance graduate from Santa Clara University
Industry Financial Services
Experience
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

Nicholas Schierman Nicholas Schierman Phoenix, Arizona Details
Nicholas Schierman's Ameriprise Financial Services, Inc. Experience October 2012 - September 2013
Job Council Member at GLG (Gerson Lehrman Group)
Industry Financial Services
Experience
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

Veeru Boddapati Veeru Boddapati Okemos, Michigan Details
Veeru Boddapati's Ameriprise Financial Services, Inc. Experience March 2007 - March 2008
Job Sr Programmer Analyst at Jackson National Life
Industry Financial Services
Experience
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)

James Korzik James Korzik Little Falls, New Jersey Details
James Korzik's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Ethan Parsons Ethan Parsons Minneapolis, Minnesota Details
Ethan Parsons's Ameriprise Financial Services, Inc. Experience 2007 - 2008
Job Consumer Loan Underwriter at Wells Fargo Home Mortgage
Industry Financial Services
Experience
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

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