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
Johnathan Breen, J.D. Johnathan Breen, J.D. Greater Boston Area Details
Johnathan Breen, J.D.'s Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2014 - Present
Law Office of Patrick Shanley   July 2011 - June 2013
Bernson & Burnham, PLLC; Burnham & Associates, Attorneys at Law   June 2008 - July 2011
Syracuse University College of Law  August 2009 - May 2010
Sectra North America  June 2006 - January 2008

Education
Syracuse University College of Law   2007 — 2010
Juris Doctor

Sacred Heart University, John F. Welch College of Business   2004 — 2007
Bachelor of Science

St. John's Prep

Kim McDougall Kim McDougall Greater Atlanta Area Details
Kim McDougall's Ameriprise Financial Services, Inc. Experience June 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1998 - Present
The National Faculty (Emory University)   September 1991 - May 1998
General Electric  May 1988 - June 1991

Education
Syracuse University   1984 — 1988
BA, Economics

Luke Kauffman Luke Kauffman Lancaster, Pennsylvania Area Details
Luke Kauffman's Ameriprise Financial Services, Inc. Experience May 2007 - August 2007
Job Financial Advisor at Kauffman Advisory Group
Industry Financial Services
Experience
Kauffman Advisory Group   September 2015 - Present
Kauffman Advisory Group   March 2015 - August 2015
Fulton Financial Corporation  November 2013 - March 2015
Fulton Financial Corporation  December 2010 - October 2013
Fulton Financial Corporation  August 2009 - November 2010
JPMorgan Chase  May 2008 - August 2008
Ameriprise Financial Services, Inc.   May 2007 - August 2007
U.S. Department of Education   June 2006 - August 2006

Education
Susquehanna University   2005 — 2009
Bachelor of Science (BS), Economics, Finance, Summa Cum Laude

Joseph Willoughby Joseph Willoughby Tampa/St. Petersburg, Florida Area Details
Joseph Willoughby's Ameriprise Financial Services, Inc. Experience August 2011 - February 2013
Job J.D Candidate, Stetson University College of Law, Financial Analyst at Humana
Industry Insurance
Experience
Humana  July 2014 - Present
Humana  February 2013 - July 2014
Ameriprise Financial Services, Inc.   August 2011 - February 2013
Wells Fargo Advisors  September 2010 - July 2011
UBS  May 2010 - September 2010

Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Retirement Planning, Morningstar, Uniform Combined State..., Investments, Bloomberg, Portfolio Management, Thompson One, Mutual Funds, Asset Allocation, Bloomberg Terminal, Equities, ETFs, Financial Statement..., Retirement, Series 63, Wealth Management, Valuation, Sports

Education
Stetson University College of Law   2015 — 2019
Juris Doctor

University of Louisville   2011 — 2013
MBA, Finance

University of South Florida - College of Business Administration   2007 — 2011
BA, Finance

Donald Bertucci Donald Bertucci New York, New York Details
Donald Bertucci's Ameriprise Financial Services, Inc. Experience December 1996 - Present
Job Financial Advisor at Ameriprise Financial Advisors, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1996 - Present

Education
State University of New York College at Geneseo
BA, Business/Corporate Communications

Brandon Mahler Brandon Mahler Greater Boston Area Details
Brandon Mahler's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2014 - Present
KPMG  July 2014 - November 2014
KPMG  March 2014 - September 2014
KPMG  August 2012 - June 2014
Grand Circle Corporation  April 2011 - August 2012
KPMG Audit  January 2011 - April 2011
Salem State University  July 2009 - February 2011
Putnam Investments  December 2009 - May 2010
Salem State University  January 2009 - August 2009
Putnam Investments  January 2009 - July 2009

Education
Salem State University   2012 — 2012
Masters of Business Administration, Financial Planning

Salem State University   2008 — 2010
2010 Bachelor of Science, Business Administration; Accounting, Cum Laude

SUNY Canton   2007 — 2008
Business Administration and Management, General

Christina Walsh, MBA Christina Walsh, MBA Greater New York City Area Details
Christina Walsh, MBA's Ameriprise Financial Services, Inc. Experience January 2007 - June 2010
Job Associate at Evercore
Industry Investment Banking
Experience
Evercore  August 2015 - Present
Evercore  June 2014 - August 2014
Renaissance Technologies LLC  October 2011 - April 2013
OppenheimerFunds  June 2010 - July 2011
Ameriprise Financial Services, Inc.   January 2007 - June 2010

Skills
Completed Level 1 of..., Investments, Leadership, Portfolio Management, Wealth Management, Financial Modeling, Financial Analysis, Valuation, Mergers

Education
University of Pennsylvania - The Wharton School   2013 — 2015
MBA, Finance, Accounting, Entrepreneurial Management

Stony Brook University   2003 — 2006
B.S., Business Management

Xerxes Nabong, CFP®, CRPC® Xerxes Nabong, CFP®, CRPC® Virginia Beach, Virginia Details
Xerxes Nabong, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience April 2005 - March 2010
Job *Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional with Virginia Financial Planning
Industry Financial Services
Experience
Escape Room Virginia Beach   April 2015 - Present
Virginia Financial Planning   March 2010 - Present
SagePoint Financial  June 2011 - Present
Yelp.com  January 2012 - Present
Ameriprise Financial Services, Inc.   April 2005 - March 2010

Skills
Retirement Planning, Certified Financial..., Retirement Plan..., Alternative Investments, Small Business, Strategic Financial..., Investments, Estate Planning, Business Strategy, Disability Insurance, Life & Health Insurance..., Qualified Retirement..., Asset Management, Asset Allocation, Asset Protection, Investment Strategies, Real Estate Investment..., Business Development, Social Media Marketing

Education
Old Dominion University - College of Business and Public Administration   2007 — 2008
Professional Financial Planner, CERTIFIED FINANCIAL PLANNER™ Certification Education Program

Strome College of Business   2001 — 2005
Bachelor of Science in Business Administration, Major: Management, Minors: Finance and Marketing

Christine M. Emond, CRPC®, CLTC Christine M. Emond, CRPC®, CLTC Washington D.C. Metro Area Details
Christine M. Emond, CRPC®, CLTC's Ameriprise Financial Services, Inc. Experience September 1990 - August 1999
Job Private Wealth Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Emond, Berger and Associates, an Ameriprise Private Wealth Advisory Practice   September 1990 - Present
Ameriprise Financial Services, Inc.   September 1990 - August 1999

Education
Stonehill College   1986 — 1990
BSBA, Finance, Economics

Brandon Harrington, CRPC® Brandon Harrington, CRPC® Buffalo/Niagara, New York Area Details
Brandon Harrington, CRPC®'s Ameriprise Financial Services, Inc. Experience March 1997 - Present
Job Anthony Baldi & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1997 - Present

Education
State University of New York College at Buffalo   1992 — 1997

royalton hartland

Cassi Montandon Cassi Montandon Pflugerville, Texas Details
Cassi Montandon's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Support Coordinator for the practice of Justin Montandon at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - Present
Citizens, Inc  March 2009 - May 2013

Skills
Microsoft Excel, Customer Service, Accounting, Teaching, Strategic Financial..., Finance, Investments, Strategic Planning, Retirement Planning, Financial Services, Financial Analysis, Sales Management

Education
Tarleton State University   1998 — 2003
Master of Business Administration (MBA)

Michele Kingdeski Michele Kingdeski Leawood, Kansas Details
Michele Kingdeski's Ameriprise Financial Services, Inc. Experience May 2009 - Present
Job Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2009 - Present
UBS  March 1999 - April 2009
UBS  February 1998 - March 1999
Smith Barney  January 1994 - January 1998

Education
State University of New York College at Potsdam   1984 — 1988
Bachelor of Arts (B.A.), Economics

Warren Stokey Warren Stokey Las Vegas, Nevada Details
Warren Stokey's Ameriprise Financial Services, Inc. Experience July 2012 - March 2014
Job Personal Performance Advisor Consulting
Industry Professional Training & Coaching
Experience
Ameriprise Financial Services, Inc.   July 2012 - March 2014
University Medical Center  January 2009 - July 2010
HSBC CRS Las Vegas   February 2004 - November 2008
HSBC Card & Retail Services  February 2004 - September 2007
State of Nevada  July 1998 - September 2001

Skills
Workshop Facilitation, Team Building, Onboarding, Process Improvement, Organizational..., Talent Management, Human Resources, Talent Acquisition, Performance Management, Change Management, Recruiting, Leadership Development, Coaching, Culture Change, Employee Engagement, Employee Relations, Training, Executive Coaching, Training Delivery, Employee Training, Personnel Management, Interviews, Staff Development, HR Consulting, Team Leadership, Management, Management Consulting, Succession Planning, Strategy, Instructional Design, Vendor Management, Leadership, Organizational..., Business Process..., Personal Development, Sourcing

Education
State University of New York Empire State College   1973 — 1976

Joseph Spanfelner Joseph Spanfelner Mount Laurel, New Jersey Details
Joseph Spanfelner's Ameriprise Financial Services, Inc. Experience November 2010 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2010 - Present
Morgan Stanley Smith Barney  October 2000 - November 2009

Education
SUNY Oswego   1981 — 1985
Bachelor of Science (B.S.)

Douglas Parrish, CFP®, CRPC®, ChFC®, CDFA™, CFS® Douglas Parrish, CFP®, CRPC®, ChFC®, CDFA™, CFS® Greater New York City Area Details
Douglas Parrish, CFP®, CRPC®, ChFC®, CDFA™, CFS®'s Ameriprise Financial Services, Inc. Experience November 1997 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  November 1997 - Present
Ameriprise Financial Services, Inc.   November 1997 - Present
Continental Brokerage Inc   August 1996 - October 1997
Tucker Athoney/ John Hancock   August 1992 - August 1996

Skills
Finance, Financial Advisory, Securities, Estate Planning, Retirement Planning, Mutual Funds, Investments, Financial Services, Series 7, Asset Allocation, Insurance, Legal Research

Education
State University of New York College at Plattsburgh   1982 — 1985
BA, Philosophy

Bryan Pitney Bryan Pitney West Hartford, Connecticut Details
Bryan Pitney's Ameriprise Financial Services, Inc. Experience September 2006 - January 2008
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  September 2013 - Present
ING Financial Partners  March 2010 - September 2013
ING Financial Advisers  July 2008 - March 2010
Ameriprise Financial Services, Inc.   September 2006 - January 2008

Skills
Series 7, Series 66, Series 24, Series 53, Life & Health Insurance..., Retirement Planning, Investments

Education
Stonehill College   2002 — 2006
Bachelor, Economics

Robert Kampfer Robert Kampfer Melville, New York Details
Robert Kampfer's Ameriprise Financial Services, Inc. Experience July 2010 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2010 - Present
Janney Montgomery Scott  2007 - 2010
Oppenheimer & Co.   2003 - 2007

Education
State University of New York College at Brockport   1976 — 1980
Bachelor of Science (B.S.), Finance, General

Ryan Walton Ryan Walton Arlington, Texas Details
Ryan Walton's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Walton Lourcey Group
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
LPL Financial/First Western Securities Inc.   September 2004 - January 2014
ING  2001 - 2004
Merrill Lynch  1999 - 2001

Education
Texas A&M University School of Law   1997 — 1998
Law

Stephen F. Austin State University   1995 — 1997
BBA, Finance

Texas A&M University   1992 — 1995
Architecture-Business

Martin High School   1989 — 1992

Randall Goebel Randall Goebel Houston, Texas Details
Randall Goebel's Ameriprise Financial Services, Inc. Experience August 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2000 - Present

Education
Stephen F. Austin State University   1985 — 1991
Bachelor of Business Administration (BBA), Business Administration and Management, General

Shawn Robitaille Shawn Robitaille Lewiston/Auburn, Maine Area Details
Shawn Robitaille's Ameriprise Financial Services, Inc. Experience October 2005 - December 2008
Job Owner/General Manager at RC Enterprises LLC
Industry Restaurants
Experience
DCS Limited LLC   January 2010 - November 2013
RC Enterprises LLC   May 2009 - October 2012
Downeast Financial Group   December 2008 - May 2009
Ameriprise Financial Services, Inc.   October 2005 - December 2008

Skills
Sales, Marketing, Entrepreneurship, Management, Financial Services, Presentations, Small Business, Community Outreach, Music, Event Management

Education
Susquehanna University   2001 — 2005
Bachelor of Science (BS), Business Administration and Marketing

Lewiston High School   1996 — 2000

Adam Doig Adam Doig Saratoga Springs, New York Details
Adam Doig's Ameriprise Financial Services, Inc. Experience November 2004 - March 2006
Job owner at Sterling Manor Financial, LLC
Industry Financial Services
Experience
Sterling Manor Financial, LLC   April 2006 - Present
Ameriprise Financial Services, Inc.   November 2004 - March 2006
Caldwell Banker  May 2001 - October 2004

Skills
Estate Planning, Investments, Disability Insurance, Long Term Care Insurance, Life Insurance, Strategic Financial..., 529 Plans

Education
State University of New York College at Plattsburgh   1998 — 2001
Business, Management, Marketing, and Related Support Services

Peter Bazanos Peter Bazanos Albany, New York Details
Peter Bazanos's Ameriprise Financial Services, Inc. Experience 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1995 - Present
American Express Financial Advisors  1990 - 1995

Education
Nelson A. Rockefeller College of Public Affairs and Policy   1984 — 1987
M.P.A., Public Administration

Richard Stockton College of New Jersey   1980 — 1984
B.A., Political Science

Paul Grande Paul Grande Oldsmar, Florida Details
Paul Grande's Ameriprise Financial Services, Inc. Experience July 2010 - Present
Job Financial Advisor, Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2010 - Present
Morgan Stanley  April 1989 - July 2010

Education
State University of New York at New Paltz   1984 — 1986

United States Coast Guard Academy   1981 — 1983

Jeffrey Biscardi, CFP® Jeffrey Biscardi, CFP® Greater New York City Area Details
Jeffrey Biscardi, CFP®'s Ameriprise Financial Services, Inc. Experience September 1984 - Present
Job Biscardi, Jacobs, Tong and Associates a Private Wealth Advisor Practice of Amerprise Financial
Industry Financial Services
Experience
Ameriprise Financial  September 1984 - Present
Ameriprise Financial Services, Inc.   September 1984 - Present

Education
State University of New York College at Buffalo   1979 — 1983
Bachelors, Consumer Behavior

Diane Stitz Diane Stitz Greater Chicago Area Details
Diane Stitz's Ameriprise Financial Services, Inc. Experience March 2014 - January 2015
Job Human Resources Specialist
Industry Human Resources
Experience
Securitas Security Services  April 2015 - Present
Ameriprise Financial Services, Inc.   March 2014 - January 2015
Snider-Blake Personnel  July 2011 - December 2013
Todays Office Professionals an SFN Company   May 2009 - August 2011
Dawson Resources  2007 - 2009
Express Employment Professionals  2003 - 2006

Skills
Employee Counseling, Professional Networking, Interviewing Skills, Contract Recruitment, Sales Management, Sales, Exit Interviews, Interviews, Internet Recruiting, Strategic Planning, Applicant Tracking..., Taleo, Kronos, Kronos Timekeeping, Staff Supervision, Light Industrial, Social Media Marketing, Problem Solving, Employee Benefits, Staff Retention, Corporate Recruiting, High Volume Staffing, Client Liaison, Client Development, Onboarding, New Hire Orientations, Employee Orientations, New Business Development, Business Development, Recruiting, Staffing Services, Temporary Placement, Temporary Staffing, Sourcing, Human Resources, Talent Acquisition, Job Fairs, Cold Calling, Permanent Placement, Account Management, Customer Service, Lead Generation, Recruitment Advertising, Screening, Screening Resumes, Interview Preparation, Building Relationships, Time Management, Behavioral Interviewing, Customer Retention

Education
State University of New York College of Agriculture and Technology at Morrisville

Morrisville State

Patrick Devaney Patrick Devaney Jefferson Valley, New York Details
Patrick Devaney's Ameriprise Financial Services, Inc. Experience February 2009 - Present
Job CRPC® Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2009 - Present
Citi Smith Barney  August 1998 - February 2009
Citi  August 1998 - February 2009

Education
State University of New York College at Buffalo   1991 — 1993

Archbishop Stepinac H.S.   1996 — 2000
Yes, Education

Joseph Barusch Joseph Barusch Fredericksburg, Virginia Details
Joseph Barusch's Ameriprise Financial Services, Inc. Experience January 2013 - May 2013
Job Sales Supervisor at GEICO
Industry Insurance
Experience
GEICO  July 2015 - Present
GEICO  January 2014 - June 2015
The Walt Disney Company  June 2013 - January 2014
Ameriprise Financial Services, Inc.   January 2013 - May 2013
New York Jets  July 2012 - August 2012

Skills
Microsoft Excel, Microsoft Word, Business Analysis, Customer Service, PowerPoint, Sales, Sports Management, Social Media Marketing, Event Management, Advertising, Analysis, Finance, Insurance, Investments

Education
State University of New York College at Cortland   2009 — 2013
Bachelor of Science (BS), Business/Managerial Economics, 3.79 Overall G.P.A

Saratoga Springs High School

Lesh Michniewicz, CRPC® Lesh Michniewicz, CRPC® Greater New York City Area Details
Lesh Michniewicz, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2009 - Present
Job Financial Advisor, Chartered Retirement Planning CounselorSM at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2009 - Present

Education
SUNY Cortland   1973 — 1977
Bachelor of Arts (B.A.)

David K. Gillespie, CFS David K. Gillespie, CFS Greater Boston Area Details
David K. Gillespie, CFS's Ameriprise Financial Services, Inc. Experience 2004 - 2009
Job Founder & Managing Principal, DKG Financial
Industry Investment Management
Experience
DKG Financial   June 2009 - Present
Ameriprise Financial Services, Inc.   2004 - 2009
The Architectural Team, Inc.   2000 - 2003

Education
Syracuse University   1995 — 2000
B.Arch (cum laude)

Syracuse University Study Abroad Program (Florence, Italy)

Merrimack High School (NH)   1991 — 1995
National Honor Society (cum laude)

Institute of Business & Finance
CFS (Certified Fund Specialist)

Thor Hoppess Thor Hoppess Dallas/Fort Worth Area Details
Thor Hoppess's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Financial Advisor Vice President at Hoppess, Williams & Associates at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2014 - Present
Hoppess & Williams Financial Group at Wells Fargo Advisors,LLC   May 2007 - March 2014
Smith Barney  March 2006 - May 2007
A.G. Edwards & Sons, Inc.   February 2002 - March 2006
A.G. Edwards & Sons, Inc.   December 1994 - February 2002

Education
Stephen F. Austin State University   1985 — 1989
Bachelor of Arts, Political Science and Communications

Sherman High School

Frank Talluto Frank Talluto Revere, Massachusetts Details
Frank Talluto's Ameriprise Financial Services, Inc. Experience December 2008 - April 2009
Job Retail Associate Manager at TMobile
Industry Telecommunications
Experience
T-Mobile  July 2013 - Present
Vitamin World  July 2009 - July 2013
Ameriprise Financial Services, Inc.   December 2008 - April 2009
EXPRESS  September 2006 - November 2008
Lucky Brand  February 2005 - September 2006
American Eagle Outfitters  April 2001 - January 2005
Abercrombie & Fitch  September 1999 - April 2001

Education
Suffolk University

Lee Cooper Lee Cooper Greater Boston Area Details
Lee Cooper's Ameriprise Financial Services, Inc. Experience October 2011 - June 2012
Job Proprietor at Hopsters LLC
Industry Hospitality
Experience
Hopster's   April 2013 - Present
Ameriprise Financial Services, Inc.   October 2011 - June 2012
Liberty Mutual Insurance  July 2011 - November 2011
Reebok  April 2011 - June 2011
JOHN HANCOCK FINANCIAL SERVICES  January 2007 - February 2011
Vinfen Corporation  2004 - 2007
UMASS MEMORIAL HEALTH SYSTEM   2003 - 2004
SYNECTICS  2002 - 2003
LUCENT TECHNOLOGIES  January 1999 - January 2001
COMPUTER MANAGEMENT SCIENCES   January 1996 - January 1999

Skills
Employee Engagement, Performance Management, Instructional Design, MBTI, Photoshop, InDesign, Illustrator, 3D Studio Max, Situational Leadership, Executive Coaching, Organizational Design, Onboarding

Education
Suffolk University   2002 — 2003
MS, Adult & Organizational Learning

University of Greenwich   1992 — 1994
B.A. Business Administration, Human Resource Management

Ronald Michael Beekman CFP®, ChFC®, CLU®, CRPC® Ronald Michael Beekman CFP®, ChFC®, CLU®, CRPC® Paramus, New Jersey Details
Ronald Michael Beekman CFP®, ChFC®, CLU®, CRPC®'s Ameriprise Financial Services, Inc. Experience 1996 - 2013
Job Financial Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial  October 1996 - Present
Ameriprise Financial Services, Inc.   1996 - 2013

Education
State University of New York College at Oswego
BS, Education

Daniel Timari Daniel Timari Greater New York City Area Details
Daniel Timari's Ameriprise Financial Services, Inc. Experience May 2008 - June 2009
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  September 2011 - Present
JP Morgan Chase  September 2009 - September 2011
Ameriprise Financial Services, Inc.   May 2008 - June 2009

Education
State University of New York at New Paltz   2003 — 2007
Bachelor, Finance

Hannah Madigan Hannah Madigan Greater Seattle Area Details
Hannah Madigan's Ameriprise Financial Services, Inc. Experience 2012 - Present
Job Illustrator
Industry Design
Experience
www.hannahmadigan.com   2010 - Present
Ethan Allen Biathlon Club   October 2010 - Present
Ameriprise Financial Services, Inc.   2012 - Present
Vermont Nanny Connection   October 2010 - Present
Art From The Heart  August 2011 - March 2012
Making Music Magazine   September 2010 - September 2010
Syracuse Poster Project  May 2010 - May 2010

Skills
Illustration, Painting, Drawing, Art, Graphic Design, Microsoft Office, Adobe Creative Suite, Wheel Throwing, Cake Decorating, Social Media

Education
Syracuse University   2006 — 2010
Bachelor of Fine Arts, Illustration

Craftsbury Academy   2002 — 2006

Albert Sargent Albert Sargent Portland, Maine Area Details
Albert Sargent's Ameriprise Financial Services, Inc. Experience September 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2002 - Present

Education
Suffolk University Law School   1976 — 1979
JD, Real Estate, Securities law, and Taxation

The Tuck School of Business at Dartmouth   1966 — 1968
MBA, Finance and Tax

University of Maine   1961 — 1966
BA, English

Staci Baird Staci Baird Daytona Beach, Florida Area Details
Staci Baird's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Financial Advisor with Maddy, Baird & Associates, A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2011 - Present
Ameriprise Financial Services, Inc.   April 2011 - August 2011
Ameriprise Financial Services, Inc.   April 2008 - April 2011

Education
Stetson University   1995 — 1997
Bachelor of Science (B.S.)

Thomas Curran Thomas Curran Westborough, Massachusetts Details
Thomas Curran's Ameriprise Financial Services, Inc. Experience July 2011 - Present
Job JD, CLU, Associate Manager, Vice President at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2011 - Present
United States Marine Corps  May 1982 - January 1992

Education
Chelmsford High School

Suffolk University Law School
Juris Doctorate

Villanova University
B.A., Economics

Webster University
M.A., Business Administration and Management, General

Ashley Standish Ashley Standish Pittsford, New York Details
Ashley Standish's Ameriprise Financial Services, Inc. Experience December 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2009 - Present
Ameriprise Financial  December 2009 - December 2011
Johnson & Johnson  July 2007 - April 2009

Education
State University of New York College at Buffalo   2002 — 2007
B.S., Psychology and Chemistry

Linda Forte, CFP® Linda Forte, CFP® Jacksonville, Florida Details
Linda Forte, CFP®'s Ameriprise Financial Services, Inc. Experience August 1985 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1985 - Present

Education
Stonehill College   1974 — 1978
BA, Liberal Arts, magna cum laude

Nicholas Chavis Nicholas Chavis Richmond, Virginia Area Details
Nicholas Chavis's Ameriprise Financial Services, Inc. Experience 2004 - May 2009
Job Agency Sales Manager at Mass Mutual Greater Richmond
Industry Financial Services
Experience
MassMutual Greater Richmond  2009 - Present
Ameriprise Financial Services, Inc.   2004 - May 2009
Ameriprise Financial  May 2004 - October 2005

Skills
Finance, Securities, Sales, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Fixed Annuities, Strategic Financial..., Investments, Disability Insurance, Leadership, Financial Services, Life Insurance

Education
State University of New York College at Cortland   1999 — 2003
Bachelors, Business Economics

University of the Sunshine Coast   2001 — 2001
Business Economics, Finance

Jana White Jana White Vancouver, Canada Area Details
Jana White's Ameriprise Financial Services, Inc. Experience July 2007 - April 2013
Job Educational Adminstration, Staff Development, Curriculum Design, Instructional Specialist, Teacher, NonProfit
Industry Education Management
Experience
Bodwell High School  September 2013 - Present
Mansfield Independent School District  August 2009 - April 2013
Ameriprise Financial Services, Inc.   July 2007 - April 2013
Tarrant County Community College  July 2012 - March 2013
Mansfield Independent School District  February 2009 - August 2009
The University of Texas at Arlington  January 2006 - May 2006
Arlington Independent School District  August 2001 - January 2006
Arlington Independent School District  September 2003 - May 2005
Arlington Independent School District  August 1999 - August 2001
Arlington Independent School District  August 1991 - August 1999

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Editing

Education
The University of Texas at Arlington   1999 — 2001
Master's of Educational Administration and Leadership, Educational Administration; Principalship and Mid-Management, EC-12

The University of Texas at Dallas   1989 — 1991
Teacher Certification - Secondary (6-12), English, ESL, History, Language Arts

Stephen F. Austin State University   1981 — 1986
B.A., English and Psychology

Joseph Tyler, CFP®, ChFC®, MBA Joseph Tyler, CFP®, ChFC®, MBA Greater Boston Area Details
Joseph Tyler, CFP®, ChFC®, MBA's Ameriprise Financial Services, Inc. Experience July 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1997 - Present
Ameriprise Financial  1997 - Present

Education
Syracuse University   1990 — 1992
MBA, Finance and Marketing

University of Massachusetts, Amherst   1984 — 1986
B.A., Marketing

Joseph Tyler, CFP®, ChFC®, MBA Joseph Tyler, CFP®, ChFC®, MBA Greater Boston Area Details
Joseph Tyler, CFP®, ChFC®, MBA's Ameriprise Financial Services, Inc. Experience July 1997 - Present
Job Ceritfied Financial Planner Practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1997 - Present

Skills
Financial Planning, Retirement Planning, Estate Planning, Protection..., Wealth Management, Education, College Savings Plans

Education
Syracuse University   1990 — 1992
Master of Business Administration (MBA), Finance and Marketing

University of Massachusetts, Amherst   1984 — 1986
Bachelor of Business Administration (BBA), Marketing

Philip von Arx Philip von Arx Greater New York City Area Details
Philip von Arx's Ameriprise Financial Services, Inc. Experience December 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1998 - Present

Education
State University of New York at New Paltz   1993 — 1997

Roslyn High School

John Baringer CFP® John Baringer CFP® Syracuse, New York Area Details
John Baringer CFP®'s Ameriprise Financial Services, Inc. Experience 1985 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1985 - Present

Education
State University of New York College at Plattsburgh
B.A.

Kevin Talley Kevin Talley Houston, Texas Area Details
Kevin Talley's Ameriprise Financial Services, Inc. Experience October 1998 - Present
Job Financial Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1998 - Present

Education
US Coast Guard Academy   1989 — 1993

Tarleton State University   1988 — 1989

Eric Kubiak, ChFC® Eric Kubiak, ChFC® Buffalo/Niagara, New York Area Details
Eric Kubiak, ChFC®'s Ameriprise Financial Services, Inc. Experience August 2007 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2007 - Present

Education
State University of New York at Buffalo   2005 — 2007
B.S., Business Administration, Paralegal Certificate & concentration in Computer Applications & Networking

State University of New York at Buffalo - School of Management   2005 — 2007
Bachelor of Science (BS), Business Administration

Terry Webb, AAMS Terry Webb, AAMS Delhi, New York Details
Terry Webb, AAMS's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
Edward Jones  September 2007 - February 2011
LPL Financial  October 2005 - September 2007
AXA Advisors  August 2003 - October 2005
Key Bank  December 1969 - March 1997

Skills
Leadership, Public Speaking, Finance, Microsoft Office, Investments, Management, Insurance, Retirement Planning, Wealth Management, Financial Planning

Education
Kaplan-Schweser College   2012 — 2013
CFP Candidate

The American College   2009 — 2009
AAMS, Finance and Financial Management Services

State University of New York College at Oneonta   1986 — 1991
Bachelor's degree, Business and Economics

Sara Stang Sara Stang Wilton, Connecticut Details
Sara Stang's Ameriprise Financial Services, Inc. Experience January 2015 - May 2015
Job Marketing Student at Syracuse University
Industry Marketing and Advertising
Experience
Syracuse University  September 2012 - Present
Syracuse Food Services   September 2012 - Present
Caraluzzi's   September 2008 - Present
5 North Inc.  May 2015 - July 2015
Deposit a Gift  January 2015 - May 2015
Ameriprise Financial Services, Inc.   January 2015 - May 2015

Skills
Microsoft Office, Social Media, Research, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Customer Service, Photoshop, Event Planning

Education
Syracuse University   2012 — 2016
Bachelor of Business Administration (BBA), Marketing, Junior

Wilton High School   2008 — 2012

Matthew Consentino Matthew Consentino Littleton, New Hampshire Details
Matthew Consentino's Ameriprise Financial Services, Inc. Experience 2004 - 2008
Job Network Professional at Nikken International, Inc.
Industry Marketing and Advertising
Experience
Nikken International, Inc.   July 2015 - Present
XanGo Independent Distributor  December 2006 - Present
KT1, LLC   May 2014 - September 2014
Trust Advisory Group/Advisory Equity Services   April 2014 - July 2014
KLEOSSUM, inc   October 2011 - April 2014
Ameriprise Financial Services, Inc.   2004 - 2008

Skills
Coaching, Team Building, Management Consulting, Strategy, Process Improvement, PMO, Program Management, Business Analysis, Public Speaking, Sales, Marketing, Marketing Strategy, Management, Customer Service, Leadership, Strategic Planning, Business Process..., Change Management, Organizational Design, Performance Improvement, Consulting

Education
Suffolk University - Sawyer School of Management   1999 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General

Vivien Shen Vivien Shen Greater New York City Area Details
Vivien Shen's Ameriprise Financial Services, Inc. Experience May 2008 - July 2008
Job International Procurement Specialist at Chapin International
Industry Logistics and Supply Chain
Experience
Chapin International  January 2010 - July 2014
Ameriprise Financial Services, Inc.   May 2008 - July 2008

Skills
Microsoft Office, Excel, Word, PowerPoint, ERP

Education
Yale University - Yale School of Management   2014 — 2016
Master of Business Administration (MBA)

Syracuse University   2006 — 2010
BS, Supply Chain Management & Finance, 3.67

Syracuse University   2006 — 2010
BS, Public Relations, 3.67

Nathan R. Wegman Nathan R. Wegman Rochester, New York Details
Nathan R. Wegman's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Financial Advisor with Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2013 - Present
Paychex  July 2010 - June 2013
Paychex  July 2009 - July 2010
Paychex  February 2008 - July 2009
Best Buy  2006 - 2008
Best Buy  2006 - 2008
Best Buy  2003 - 2006

Education
State University of New York College at Brockport   2003 — 2006
Bachelor, Finance

Richard Weinhaus Richard Weinhaus Greater New York City Area Details
Richard Weinhaus's Ameriprise Financial Services, Inc. Experience November 1998 - May 2009
Job Executive Director at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A.   April 2012 - Present
AXA Advisors  May 2009 - March 2012
National Network of Accountants   May 2009 - February 2010
Ameriprise Financial Services, Inc.   November 1998 - May 2009

Education
Towson University   1993 — 1995
BS, Sport Management

Suffolk County Community College   1989 — 1994

Nicolo Beccalossi Nicolo Beccalossi Greater Minneapolis-St. Paul Area Details
Nicolo Beccalossi's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Client Support Associated at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2013 - Present
TransPerfect  September 2012 - November 2012
Ultimate Parking LLC.  June 2006 - August 2012

Education
Suffolk University
B.A. in Business Administration, Entrepreneurial Studies

Dwight J. Swaney, MBA Dwight J. Swaney, MBA Greater Philadelphia Area Details
Dwight J. Swaney, MBA's Ameriprise Financial Services, Inc. Experience May 2006 - January 2008
Job Consultant
Industry Financial Services
Experience
Self Employed  August 2010 - Present
Villanova University  January 2010 - May 2012
TD Ameritrade  February 2008 - February 2010
Ameriprise Financial Services, Inc.   May 2006 - January 2008

Skills
Investment Strategies, Securities, Investments, Strategic Financial..., Equities, Portfolio Management, Asset Managment, Financial Markets, Asset Allocation, Mutual Funds, Series 7, Series 66, Financial Analysis, Asset Management

Education
Villanova University   2010 — 2012
MBA, Finance & Strategic Management

Susquehanna University   2002 — 2006
Business Administration, Marketing & Finance

Giuseppe Treviso Giuseppe Treviso Greater Boston Area Details
Giuseppe Treviso's Ameriprise Financial Services, Inc. Experience March 2010 - March 2012
Job Examiner at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority  May 2013 - Present
Fidelity Investments  May 2012 - January 2013
Ameriprise Financial Services, Inc.   March 2010 - March 2012

Skills
Excel, PowerPoint, Customer Relations, Customer Service, Teamwork, Financial Reporting, Database Analysis, Research, Portfolio Management, Mac/PC proficient, Open Minded, Employee Loyalty, Compliance, Compliance Testing, Microsoft Excel, GRC

Education
Suffolk University   2009 — 2013
Finance

Weymouth High School   2005 — 2009

John Gleeson CFP,ChFC,MSFS,CFS John Gleeson CFP,ChFC,MSFS,CFS Bohemia, New York Details
John Gleeson CFP,ChFC,MSFS,CFS's Ameriprise Financial Services, Inc. Experience October 1997 - Present
Job Gleeson and Associates Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1997 - Present

Education
The American College

Suffolk County Community College

Institute of Business and Finance
Master of Science in Financial Services

Vijeta Satle Vijeta Satle Greater Minneapolis-St. Paul Area Details
Vijeta Satle's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Quality Analyst at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
Prime Therapeutics  April 2013 - December 2013
Schnieder Electric  October 2012 - March 2013
Aviva USA  May 2012 - August 2012

Skills
Quality Assurance, Manual Testing, Test Automation, SDLC, Requirements Gathering, Quality Center, Agile Methodologies, Requirements Analysis, Test Cases, User Acceptance Testing, QTP, Test Planning, Regression Testing, Selenium, Share Point, Oracle, SQL, Visio

Education
Symbiosis institute of Management Studies   2008 — 2010
Master of Business Administration (MBA), A

DAVV   2003 — 2006
Bachelor of Commerce (BCom), Commerce

Wolfgang Niedert Wolfgang Niedert Austin, Texas Details
Wolfgang Niedert's Ameriprise Financial Services, Inc. Experience March 2001 - July 2006
Job Cielo Private Equity Funds, LLC
Industry Venture Capital & Private Equity
Experience
Cielo Private Equity Funds   September 2012 - July 2015
E. Wolfgang Niedert & Associates   July 2006 - September 2012
Ameriprise Financial Services, Inc.   March 2001 - July 2006

Skills
Strategic Planning, Political Consulting, Real Estate Development, Strategic Financial..., Public Speaking, Investments, Fundraising, Wealth Management, Retirement Planning, Account Management, Business Strategy, Private Equity, Finance, Venture Capital, Due Diligence, Mergers & Acquisitions, Valuation

Education
The University of Texas   2003 — 2005
Professional Certification, Financial Planner

The University of Texas at Austin   1996 — 1998
B.A., Government

Stetson University   1994 — 1996
Economics

Universidad de Salamanca   1994 — 1994
Espanol

Derek Eldridge Derek Eldridge Greater New York City Area Details
Derek Eldridge's Ameriprise Financial Services, Inc. Experience 1995 - Present
Job at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial  1995 - Present
Ameriprise Financial Services, Inc.   1995 - Present

Education
Stockton University

Robert Gude, CRPC® Robert Gude, CRPC® Red Bank, New Jersey Details
Robert Gude, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2009 - Present
Job Financial Advisor, Chartered Retirement Planning CounselorSM
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2009 - Present
Smith Barney  February 1991 - May 2009
Smith Barney  1991 - 2009

Skills
Insurance, Financial Services, Equities, Wealth, Investments, Fixed Income, Business Development, Investment Strategies, Life Insurance, Asset Allocation, Relationship Management, Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Portfolio Management, Banking, Derivatives, Asset Management, Salesforce.com, Investment Advisory, Mutual Funds, Securities, Alternative Investments, Series 63, 401k, Risk Management, Tax, Vendor Management, Financial Analysis, Finance, Uniform Combined State..., Customer Service, SDLC, Hedge Funds, Wealth Management..., Series 7, Process Improvement, Estate Planning, Public Speaking, Business Analysis, Due Diligence, Financial Advisory, Financial Planning

Education
Susquehanna University   1986 — 1990
BA, English/Business

Merrill Thor, CFP® Merrill Thor, CFP® Greater New York City Area Details
Merrill Thor, CFP®'s Ameriprise Financial Services, Inc. Experience October 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2002 - Present
NetworkOSS   2000 - 2001
ABB Simcon  1989 - 2000
Stone & Webster  1977 - 1988
Leeds and Northrup  1968 - 1973
Leeds and Northrup  1968 - 1973

Education
Stevens Institute of Technology   1976 — 1979
M.M.S., Management -- Major in Economics

Stevens Institute of Technology   1964 — 1968
B.E., Engineering

Nutley High School   1960 — 1964

Raquel Parker, PMP Raquel Parker, PMP Greater Minneapolis-St. Paul Area Details
Raquel Parker, PMP's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job AWM Project Manager at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   October 2013 - Present
YMCA of the Greater Twin Cities  March 2012 - Present
Parker Dance and Fitness   November 2011 - Present
Analysts International Corporation  March 2012 - March 2013
Ceridian  August 2010 - January 2012
Ameriprise Financial Services, Inc.   October 2007 - June 2010
Ameriprise Financial Services, Inc.   June 2008 - March 2009
Ameriprise Financial  October 2007 - September 2008
Unisys Corporation  September 2006 - September 2007
Unisys  September 2006 - September 2007

Skills
ITIL, Change Management, Documentation, Process Engineering, Disaster Recovery, Agile Project Management, Release Management, Software Documentation, Project Management, Windows Server, Visio, Project Planning, SharePoint, Organization, Communication, Internal Communications, Process Improvement, Business Analysis, SDLC, Requirements Gathering, IT Service Management, Information Technology, Outsourcing, Leadership, Management, Enterprise Software, Product Management, Vendor Management, IT Strategy, Risk Management, Training, PMP, Software Project..., Business Process, IT Management, Project Portfolio..., Requirements Analysis, System Deployment, MS Project

Education
Tarleton State University   1993 — 1997
Bachelor of Science, Computer Information Systems

Steven Ross, CFP® Steven Ross, CFP® Greater Chicago Area Details
Steven Ross, CFP®'s Ameriprise Financial Services, Inc. Experience May 1981 - Present
Job ADAMS AND ROSS WEALTH MANAGEMENT GROUP, A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 1981 - Present
USCI, a division of CR Bard   1978 - 1980

Education
Suffolk University
Masters of Business Administration

University of Missouri-Columbia, College of Business   1972 — 1977
BSBA, Business

Matthew Meddaugh Matthew Meddaugh Greater New York City Area Details
Matthew Meddaugh's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
QFS Quest Financial Services   March 2009 - September 2014

Education
State University of New York at New Paltz
Business Administration and Management, General

Andrew Brink Andrew Brink Saratoga Springs, New York Details
Andrew Brink's Ameriprise Financial Services, Inc. Experience June 2014 - November 2014
Job Management Trainee/Relationship Banker at M&T Bank
Industry Higher Education
Experience
M&T Bank  July 2015 - Present
EJ Sterling  December 2014 - January 2015
Ameriprise Financial Services, Inc.   June 2014 - November 2014
Baileys Cafe   May 2012 - August 2014
NBT Bank  May 2014 - June 2014
McDonald's Corporation  May 2011 - May 2014
Skidmore College  November 2011 - April 2012

Skills
Microsoft Excel, Higher Education, Bloomberg Certified, PowerPoint, Public Speaking, Microsoft Office, Whitman Business Plan..., Microsoft Word, Social Media, Facebook, Photoshop, Statistics, Data Analysis, Minitab, ThomsonOne, Morningstar, NaviPlan

Education
Syracuse University   2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Banking, Corporate, Finance, and Securities Law, Junior

University of North Carolina at Wilmington   2011 — 2012
Bachelor's degree, Finance and Financial Management Services, 3.8/4.0

Anthony Rando Anthony Rando Boston, Massachusetts Details
Anthony Rando's Ameriprise Financial Services, Inc. Experience November 1991 - Present
Job Certified Financial Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1991 - Present

Education
Suffolk University   1974 — 1978
Bachelor of Science (BS), Marketing/Marketing Management, General

Janet Benedetti Janet Benedetti Midlothian, Virginia Details
Janet Benedetti's Ameriprise Financial Services, Inc. Experience March 1993 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1993 - Present
Morgan Stanley  August 1989 - November 1992

Education
State University of New York College at Oneonta   1987 — 1989
Bachelor of Science (BS), Economics

Tom D'Onofrio Tom D'Onofrio Greater Minneapolis-St. Paul Area Details
Tom D'Onofrio's Ameriprise Financial Services, Inc. Experience January 2003 - October 2007
Job Consultant Owner Magnett LLC
Industry Financial Services
Experience
Magnett LLC   May 2009 - Present
Merrill Corporation  April 2015 - September 2015
MoneyGram International  June 2014 - March 2015
Allianz Life  May 2013 - August 2013
MoneyGram International  September 2010 - November 2012
Contata   January 2010 - August 2010
bswing  May 2009 - January 2010
Ameriprise Financial  November 2007 - May 2009
Ameriprise Financial Services, Inc.   January 2003 - October 2007
American Express Financial Advisors  January 2000 - January 2003

Skills
Business Analysis, Financial Services, Process Improvement, Strategic Partnerships, Executive Coaching, New Business Development, Strategic Planning, Operations Management, Operational Excellence, Small Business, Customer Experience, Leadership Development, Road Maps, Management Consulting, Leadership, Operational Planning, Program Management, Project Portfolio...

Education
Stony Brook University   1979 — 1981
B.S., Computer Science, Applied Mathematics

Liam McGrath, CFP®, CRPC® Liam McGrath, CFP®, CRPC® Washington D.C. Metro Area Details
Liam McGrath, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience August 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1998 - Present

Education
Stony Brook University
Bachelor of Arts (BA)

Stuyvesant High School

Cole Gilliam Parks Cole Gilliam Parks Abilene, Texas Details
Cole Gilliam Parks's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Franchise Consultant
Industry Financial Services
Experience
Southwestern Advisory Group, a financial advisory practice of Ameriprise Financial Services, Inc.   November 2011 - Present
Ameriprise Financial Services, Inc.   November 2011 - Present
Parks and Associates, a financial advisory practice of Ameriprise Financial Services, Inc.   January 2006 - November 2011
Mamantov and Associates, a financial advisory practice of Ameriprise Financial Services, Inc.   March 2005 - December 2005
Lumberjack Lawn   March 2004 - December 2004
Cooper Service Center   August 2002 - May 2003
Stephenville Parks and Recreation Department   May 2002 - July 2002
Boy Scouts of America  June 2001 - July 2001
Boy Scouts of America  June 2000 - July 2000

Education
Texas Tech University   2004 — 2007
Agricultural Economics

Stephen F. Austin State University   2003 — 2004
Agricultural Economics

Stephenville High School   1999 — 2003

Craig Pascale Craig Pascale Phoenix, Arizona Area Details
Craig Pascale's Ameriprise Financial Services, Inc. Experience June 2005 - Present
Job Corp. Claims Division Audit/Development at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   June 2005 - Present
Power Insurance/ANPAC   May 1998 - September 2013
Ameriprise Financial Services, Inc.   June 2005 - June 2009
Bristol West Insurance Group  1999 - 2005
Scottsdale Insurance Company  April 1996 - May 1999
Kemper Insurance  January 1993 - March 1996
The Robert Plan Corp & Empire Mutual Ins. Co.   April 1990 - March 1993

Skills
Claim, Claims Management, Insurance, Management, General Insurance, Liability, Property & Casualty..., Auditing, Casualty, Umbrella Insurance, Health Insurance, Commercial Lines, Subrogation, Legal Liability, Casualty Insurance, Commercial Insurance

Education
State University of New York College at Brockport   1988 — 1990
BS, Double Major: Criminal Justice/Political Science

Olga Jones Olga Jones Ojai, California Details
Olga Jones's Ameriprise Financial Services, Inc. Experience January 1998 - Present
Job Financial Advisor, CFP, CRPC and Platinum Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1998 - Present

Education
The Metropolitian State College of Denver
Certificate in Financial Planning

University of California, Santa Barbara
Professional Certificate in Financial Planning

Sul Ross State University
Masters, Education

Trinity University   1969 — 1973
BA, Education

Kevin J Lane Kevin J Lane Greater Boston Area Details
Kevin J Lane's Ameriprise Financial Services, Inc. Experience September 2015 - Present
Job National Director, Insurance Recruiting at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2015 - Present
The Guardian Life Insurance Company of America  February 2013 - February 2015
Guardian Life Insurance  July 2006 - February 2013
John Hancock  October 2004 - July 2006
MetLife Broker Dealer Group  February 2003 - October 2004
FundQuest Inc  2000 - 2002
New England Life Brokerage   1995 - 2000

Skills
Leadership, Recruiting, Management, Relationship Management, Business Networking, Insurance, Marketing Strategy, Distribution Strategies, Brand Development, Training, Marketing, Strategy, Life Brokerage, Growing Revenue, Professional Networking, Experience in Career..., Institutional Sales, Business Coaching, Financial Services, Sales, Life Insurance, Strategic Planning, Sales Management, Negotiation, Business Development, Relationship Building

Education
Suffolk University

Terry Albin CFP Terry Albin CFP Houston, Texas Area Details
Terry Albin CFP's Ameriprise Financial Services, Inc. Experience May 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2009 - Present
Citi Smith Barney  January 1986 - May 2009

Education
Stephen F. Austin State University   1966 — 1970
BBA, Business - Economics

Michael J. Mc Keever Michael J. Mc Keever Greater New York City Area Details
Michael J. Mc Keever's Ameriprise Financial Services, Inc. Experience October 1995 - Present
Job Finacial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1995 - Present

Education
State University of New York College at Oneonta   1977 — 1979
Bachelor of Science (B.S.), Economics & Accounting

Curtis High School   1971 — 1974
Regents Deploma, Economics

Lauren Devendorf Lauren Devendorf Syracuse, New York Details
Lauren Devendorf's Ameriprise Financial Services, Inc. Experience February 2015 - July 2015
Job Student at State University of New York College at Oswego
Industry Financial Services
Experience
Northwestern Mutual  July 2015 - Present
Ameriprise Financial Services, Inc.   February 2015 - July 2015
County North Children's Center   January 2015 - February 2015
Relin, Goldstein & Crane LLP   May 2014 - July 2014
Auxiliary Services at Pathfinder Dining Hall   May 2013 - May 2014
Town Of Camillus Parks & Recreation   June 2008 - March 2014

Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership

Education
SUNY Oswego   2010 — 2014
Bachelor of Arts (B.A.), Public Justice, History

Oom Jackson, CFP®, CRPC®, MBA Oom Jackson, CFP®, CRPC®, MBA San Francisco Bay Area Details
Oom Jackson, CFP®, CRPC®, MBA's Ameriprise Financial Services, Inc. Experience 2007 - 2008
Job Financial Advisor | Certified Financial Planner™ Practioner
Industry Financial Services
Experience
Jackson & Pan A financial advisory practice of Ameriprise Financial Services, Inc   August 2005 - Present
Ameriprise Financial Services, Inc.   2007 - 2008
7-Eleven  June 1997 - February 2000

Education
Suffolk University - Sawyer Business School   2003 — 2004
MBA, Marketing

Bangkok University   1993 — 1997
BBA, 1997, Management

Danielle Norris-Calderon Danielle Norris-Calderon Washington D.C. Metro Area Details
Danielle Norris-Calderon's Ameriprise Financial Services, Inc. Experience 2007 - 2009
Job Audit Liaison
Industry Accounting
Experience
Cotton & Company LLP  June 2015 - Present
Ruchman and Associates, Inc., Drug Enforcement Administration   October 2013 - June 2015
Move More Fitness   February 2013 - October 2013
Ameriprise Financial Services, Inc.   2007 - 2009

Skills
Bookkeeping, Accounts Payable, Accounts Receivable, Cost Accounting, Cost Management, Microsoft Excel, Peachtree, QuickBooks, Quicken, Microsoft Office, Operations Management, Financial Analysis, Financial Reporting, Financial Accounting, Government Accounting, Finance

Education
Strayer University (VA)   2010 — 2014
Bachelors of Science, Accounting

Strayer University
Bachelor of Science (BS), Accounting

Jonathan Crawley Jonathan Crawley Greater Boston Area Details
Jonathan Crawley's Ameriprise Financial Services, Inc. Experience July 2006 - August 2007
Job VP Investments, Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Inc.  January 2015 - Present
J.P. Morgan   March 2010 - January 2015
J.P. Morgan   March 2008 - March 2010
Bear Stearns & Company  August 2007 - March 2008
Ameriprise Financial Services, Inc.   July 2006 - August 2007

Education
Syracuse University   2002 — 2006
Bachelor's Degree, History

Catholic Memorial

Catholic Memorial

Heather Aubrey Heather Aubrey Albany, New York Area Details
Heather Aubrey's Ameriprise Financial Services, Inc. Experience March 2009 - August 2014
Job Customer Service Manager at BESTPASS
Industry Transportation/Trucking/Railroad
Experience
BESTPASS, Inc.   December 2014 - Present
BESTPASS, Inc.   August 2014 - December 2014
Ameriprise Financial Services, Inc.   March 2009 - August 2014
Travelers  August 2006 - March 2009

Skills
Customer Service, Insurance, Term Life Insurance, Permanent Life Insurance, Phone Etiquette, Customer Satisfaction, Customer Retention, Property & Casualty..., Escalation Resolution, Microsoft Office, Life Insurance, Leadership, Time Management, Training, Underwriting, Client Correspondence, NY Regulation 60, Recruiting, Management, Account Management

Education
Adirondack Community College

Joseph Elliot Joseph Elliot Greater New York City Area Details
Joseph Elliot's Ameriprise Financial Services, Inc. Experience February 2015 - May 2015
Job Seeking opportunities in financial and accounting services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - May 2015
The Delta Chi Fraternity, Inc.   February 2013 - April 2015
Greenfield Cemetery   June 2014 - September 2014
General Theological Seminary  May 2013 - September 2013

Skills
Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Teamwork, Time Management

Education
SUNY Cortland   2012 — 2015
Bachelor of Applied Science (BASc), Business/Managerial Economics, Minor Sociology, Minor in Political Science

St.Francis Preparatory High School   2006 — 2010

Nicholas Pellicore Nicholas Pellicore Buffalo/Niagara, New York Area Details
Nicholas Pellicore's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Financial Advisor, Vice President at John Miskey & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
Warner Chilcott  August 2012 - February 2014
GlaxoSmithKline  August 2011 - December 2011

Education
State University of New York College at Buffalo   2008 — 2011
Bachelor of Science

St. Joseph Collegiate Inst.   2002 — 2005

Victor DeMarco Victor DeMarco Greater New York City Area Details
Victor DeMarco's Ameriprise Financial Services, Inc. Experience July 2007 - December 2007
Job District Manager at Royal Canin USA (Mars,Inc)
Industry Veterinary
Experience
Royal Canin  January 2014 - Present
Citi  September 2011 - January 2014
Enterprise Rent-A-Car  May 2011 - September 2011
Capital One  May 2008 - May 2011
Ameriprise Financial Services, Inc.   July 2007 - December 2007

Skills
Consumer Lending, Credit, Small Business Lending, Loans, Banking, Credit Analysis, Lines Of Credit, Mortgage Lending, Commercial Lending, Cross Selling, Commercial Banking, Retail Banking, Series 6, Loan Origination, Underwriting, Mortgage Banking, Financial Analysis, Deposits, Branch Management, Branch Banking, Credit Cards, Strategic Financial...

Education
SUNY Albany   2005 — 2007
Bachelor of Arts (BA), Political Science and Government

Suffolk County Community College   2003 — 2004
Associate of Science (AS), Criminal Justice/Police Science

Joseph Biscardi Joseph Biscardi Kansas City, Missouri Details
Joseph Biscardi's Ameriprise Financial Services, Inc. Experience September 2014 - July 2015
Job
Industry Financial Services
Experience
American Century Investments  July 2015 - Present
Ameriprise Financial Services, Inc.   September 2014 - July 2015
Chevrolet of Huntington   July 2014 - September 2014
Jackson's Restaurant   June 2007 - July 2014
SUNY Geneseo  April 2012 - May 2013
SUNY Farmingdale  May 2012 - August 2012
Macy's  December 2009 - June 2011

Skills
Research, Microsoft Office, Microsoft Excel, Teamwork, Time Management, Financial Analysis, Investments, Sales

Education
State University of New York College at Geneseo   2009 — 2013
Bachelor of Science (B.S.), Biology/Biological Sciences, General

Charles Sawyer, CFP® Charles Sawyer, CFP® Rochester, New York Details
Charles Sawyer, CFP®'s Ameriprise Financial Services, Inc. Experience 1994 - Present
Job Financial Advisor and Certified Financial Planner™ professional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1994 - Present
Sawyer Consulting   1993 - 1994
Rogers House, Corpus Christi Church   1987 - 1993

Education
State University of New York College at Geneseo
Bachelor's Degree

The American College
CFP® Certification Curriculum

St. Bernard's Institute
Master's Degree

Michael Ferraro Michael Ferraro Center Moriches, New York Details
Michael Ferraro's Ameriprise Financial Services, Inc. Experience 2008 - 2009
Job Performance Consultant at Dale Carnegie Training
Industry Professional Training & Coaching
Experience
Dale Carnegie Training  January 2015 - Present
Lemmor Capital   June 2011 - December 2014
Phd Capital  January 2009 - June 2011
J.P. Turner & Company, LLC   September 2005 - February 2009
Ameriprise Financial Services, Inc.   2008 - 2009

Skills
Leadership, Sales, Public Speaking, Finance, Risk Management, Corporate Communications, Sales Presentations, Management Training..., Presentation Skills, Personal Development, Customer Service, Management, Presentation Design

Education
Suffolk County Community College   1991 — 1994

Patchogue Medford High School   1989 — 1991

Tiru Khanna Tiru Khanna Greater New York City Area Details
Tiru Khanna's Ameriprise Financial Services, Inc. Experience December 2005 - October 2006
Job Middle Office Operations Professional
Industry Financial Services
Experience
BBR Partners  July 2009 - Present
Deutsche Bank  June 2008 - June 2009
Wipro Technologies (Client UBS Investment Bank)   October 2007 - May 2008
Banc of America Investments  October 2006 - October 2007
Ameriprise Financial Services, Inc.   December 2005 - October 2006

Skills
Bloomberg, Excel, Microsoft Office, ADP, DTC, Fixed Income, Back Office, Equities, Asset Management, Portfolio Management, Hedge Funds, Securities, Wealth Management, Financial Analysis, Investments, Trading, Mutual Funds, Financial Reporting, Alternative Investments, Bonds, Pricing, PowerPoint, Cash Management, Word, Outlook, Valuation, Microsoft Excel, Finance, Middle Office, Financial Services, Corporate Actions, Settlement, Investment Management, Fund Accounting, Investment Advisory, ETFs, Prime Brokerage, Fund Administration, Bloomberg Terminal, Fund Of Funds

Education
Stony Brook University   2000 — 2005

Manava Bharati

Benjamin Giardini Benjamin Giardini Rochester, New York Area Details
Benjamin Giardini's Ameriprise Financial Services, Inc. Experience April 2014 - January 2015
Job Marketing | Management | Customer Service | Leadership
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc.   April 2014 - January 2015
Village of Allegany Department of Public Works   May 2012 - August 2012
Allegany Beverage and Redemption   July 2008 - August 2012

Education
State University of New York College at Brockport   2013 — 2014
Bachelor of Business Administration (BBA), Marketing

West Virginia University   2010 — 2013

Derek Eldridge Derek Eldridge Freehold, New Jersey Details
Derek Eldridge's Ameriprise Financial Services, Inc. Experience November 1995 - October 2012
Job Business Owner
Industry Wireless
Experience
Self-employed  October 2012 - Present
Ameriprise Financial Services, Inc.   November 1995 - October 2012

Skills
Entrepreneurship

Education
Richard Stockton College of New Jersey   1991 — 1995
Bachelor of Arts (B.A.), Finance, General

Matthew Solowey Matthew Solowey Pound Ridge, New York Details
Matthew Solowey's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Incoming Compliance Analyst at Apollo Global Management
Industry Financial Services
Experience
Apollo Global Management LLC  June 2015 - August 2015
Sol Goldman Investments   May 2014 - August 2014
Ameriprise Financial Services, Inc.   May 2013 - August 2013
Rockrimmon Country Club  April 2007 - August 2012

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Social Media, Data Analysis, Leadership

Education
University of Pennsylvania   2012 — 2016
Bachelor of Arts (B.A.), Philosophy, Politics, & Economics (PPE), Portuguese, Latin American and Latino Studies

Stockholm School of Economics   2014 — 2014
Public Policy Analysis

Nichole Capsello Nichole Capsello Syracuse, New York Details
Nichole Capsello's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
Women Business Opportunities Connection   September 2014 - Present
Ameriprise Financial Services, Inc.   November 2010 - January 2012
SUNY Cortland  June 2010 - August 2010
CommonFund Mortgage Corp  2009 - 2010

Education
SUNY Cortland   2006 — 2010
BA, Business Economics

Fayetteville-Manlius High School

Garrett Moskowitz, CTP Garrett Moskowitz, CTP Greater New York City Area Details
Garrett Moskowitz, CTP's Ameriprise Financial Services, Inc. Experience October 2006 - December 2007
Job Vice President Cash Management Specialist at Flushing Bank
Industry Banking
Experience
Flushing Bank  February 2015 - Present
Citi  July 2013 - February 2015
Citi  2010 - July 2013
UBS  2007 - 2010
Ameriprise Financial Services, Inc.   October 2006 - December 2007

Skills
Series 7, Series 66, Certified Treasury..., Banking, Commercial Banking, Information Technology, Cash Management, Equities, Corporate Finance, Capital Markets, Uniform Combined State..., Finance, Trading, Treasury Management, Fixed Income, Portfolio Management

Education
Stony Brook University   2003 — 2007
Bachelors, Economics, Business

Christopher Marco Christopher Marco New York, New York Details
Christopher Marco's Ameriprise Financial Services, Inc. Experience November 2011 - May 2012
Job Corporate Trust Analytics at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  January 2015 - Present
Wells Fargo  July 2014 - January 2015
Wells Fargo  August 2012 - July 2014
Ameriprise Financial Services, Inc.   November 2011 - May 2012

Skills
Microsoft Excel, Microsoft Office, Customer Service, Leadership, Microsoft Word, PowerPoint, Banking, Sales, Social Networking, Time Management, Public Speaking, Teamwork

Education
State University of New York College at Cortland   2008 — 2012
Bachelor of Science, Business Economics; Financial Management Concentration

Nelson Goenaga Nelson Goenaga Charlotte, North Carolina Details
Nelson Goenaga's Ameriprise Financial Services, Inc. Experience 2004 - 2005
Job Compliance at WellsFargo
Industry Financial Services
Experience
Wells Fargo  February 2014 - Present
TIAA-CREF  January 2013 - February 2014
LPL Financial  2008 - January 2013
Banc of America Investments  March 2006 - April 2008
Ameriprise Financial Services, Inc.   2004 - 2005
AT&T Wireless  1999 - 2003
at&t wireless  1995 - 1999

Skills
Project Planning, Compliance, Financial Services, Staff Management, Securities, Mutual Funds, New Business Development, Series 7, Series 24, Options, FINRA

Education
State University of New York College at Oswego   1987 — 1991
BA, Communications

Christopher Vasseur Christopher Vasseur Raleigh-Durham, North Carolina Area Details
Christopher Vasseur's Ameriprise Financial Services, Inc. Experience March 2005 - April 2008
Job Operations Manager & IT Systems Administrator with Hilltop Wealth Advisors
Industry Information Technology and Services
Experience
Hilltop Wealth Advisors, associated with Ameriprise Financial Services, Inc.   January 2011 - Present
Lowe's Companies, Inc.   August 2008 - December 2010
Ameriprise Financial Services, Inc.   March 2005 - April 2008
Ameriprise Financial Services, Inc.   June 2001 - March 2005
Saturn  1998 - 2001

Skills
Organization Skills, Process Management, Analytical Skills, Technical Support, Service Orientation, Multitasking, Easily Adaptable, Employee Training, Business Process..., Critical Thinking, Cross-functional..., Sales, Wealth Management, Financial Planning, Retirement Planning, Asset Allocation, Life Insurance, Computer Maintenance, Windows System..., CompTIA A+, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Outlook, Finance, Management, Leadership, Investments, Financial Advisory, Process Improvement, Customer Service, Financial Services, Team Leadership, Mutual Funds, Microsoft Office, CRM

Education
Suffolk University
Bachelor of Science in Business Administration (BSBA), Business Management

Barry Steele Barry Steele Harrodsburg, Kentucky Details
Barry Steele's Ameriprise Financial Services, Inc. Experience November 2008 - July 2012
Job Investment Executive at Raymond James Financial Services/FNB Investment Services
Industry Investment Management
Experience
Raymond James Financial Services  July 2012 - Present
Ameriprise Financial Services, Inc.   November 2008 - July 2012
UBS Financial Services  January 2006 - November 2008
Merrill Lynch  October 2004 - January 2006

Skills
Investments, Wealth Management, Retirement, Retirement Planning, Financial Advisory, Finance, Investment Advisory, Portfolio Management, Management, Employee Benefits, Financial Services, Mutual Funds, Series 7, Strategic Financial..., Asset Management, Training, Securities, Wealth, Insurance, Estate Planning, Financial Risk, Financial Planners

Education
Sullivan University   2003 — 2004
Business

Naval Nuclear Power School   1985 — 1987
Electrical Engineering, Nuclear Power

Boyle County High School   1980 — 1985

Jessica Pfister Jessica Pfister Lexington, Kentucky Area Details
Jessica Pfister's Ameriprise Financial Services, Inc. Experience October 2011 - September 2012
Job Executive Assistant at Muir Station Capital
Industry Legal Services
Experience
Muir Station Capital   July 2014 - Present
Frost Brown Todd  September 2012 - July 2014
Ameriprise Financial Services, Inc.   October 2011 - September 2012
Document Technologies  April 2011 - November 2011

Skills
Paralegal Services, Legal Assistance, Legal Research, Legal Writing, Legal Documents, Paralegals, Civil Litigation, Microsoft Office, Microsoft Word, Marketing, Leadership

Education
University of Kentucky   2005 — 2010
Bachelor's of Arts, English

Sullivan University   2011 — 2013
Certificate of Paralegal Studies, Post Bacc in Paralegal Studies

Harlan Independent   2002 — 2005
HS Diploma

Warren Ganeles Warren Ganeles Minneapolis, Minnesota Details
Warren Ganeles's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Financial AdvisorAmeriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2011 - Present
IKEA  June 2004 - January 2010
Big lots  September 1992 - August 1994
Revco Drug Stores, Inc.   1990 - 1992

Education
Hagerstown Community College   1994 — 1995
A.A., business

Bethlehem Central High School
NY Regents Diploma, college prep

Syracuse University
Business Administrtion / Economics

Daniel Omogrosso, ChFC, CLTC,APMA,CFS Daniel Omogrosso, ChFC, CLTC,APMA,CFS Greater Boston Area Details
Daniel Omogrosso, ChFC, CLTC,APMA,CFS's Ameriprise Financial Services, Inc. Experience November 1990 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1990 - Present

Education
Suffolk University - Sawyer Business School   1981 — 1983
Bachelor of Science, Business Administration

Jennifer Schwenzer Jennifer Schwenzer Greater New York City Area Details
Jennifer Schwenzer's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Partner at DOT Compliance & Safety Solutions, LLC
Industry Transportation/Trucking/Railroad
Experience
DOT Compliance & Safety Solutions, LLC   January 2009 - Present
PNC Bank  2008 - 2008
Ameriprise Financial Services, Inc.   2006 - 2007

Skills
Analysis, Budgets, Business Strategy, Cash Flow, Container, Contract Management, Finance, Financial Analysis, Fleet Management, Freight, Insurance, Integration, Logistics, Management, Managerial Finance, Marketing, Marketing Strategy, Operations Management, Shipping, Sales, Small Business, Strategic Planning, Strategy, Training, Transportation, Transportation..., Warehousing

Education
Suffolk University   1999 — 2003
BA, Communications

Woodbridge High School   1995 — 1999

Patrick McGlashan Patrick McGlashan Greater New York City Area Details
Patrick McGlashan's Ameriprise Financial Services, Inc. Experience 1998 - 2006
Job McGlashan Law Firm, P.C. Managing Partner
Industry Legal Services
Experience
McGlashan Law Firm, P.C.   2011 - Present
Alpha Chamber of Commerce, Inc.   January 2012 - Present
Sullivan & Cromwell LLP  2006 - 2011
Ameriprise Financial Services, Inc.   1998 - 2006
Boutique Brokerage Firms   1994 - 1998
New York Army National Guard  1990 - 1996
Morgan Stanley Smith Barney  1993 - 1994

Skills
Securities, Strategic Financial..., Corporate Governance, Intellectual Property, Not for Profit, Public Finance

Education
Touro College Jacob D. Fuchsberg Law Center
J.D., summa cum laude, Law

SUNY Oneonta
B.S., Business, Economics and Finance

Thomas Shovan Thomas Shovan Greater Minneapolis-St. Paul Area Details
Thomas Shovan's Ameriprise Financial Services, Inc. Experience 2012 - Present
Job Regional Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2012 - Present
Columbia Management (Ameriprise Financial)   2011 - 2012
US Trust  2010 - 2011
Charles Schwab & Company  2005 - 2009
Morgan Stanley Dean Witter  2002 - 2005
Deutsche Bank /National Discount Brokers   2000 - 2001

Skills
Asset Management, Wealth Management, Asset Allocation, Sales Management, Account Management, Valuation, Technical Analysis, Compliance, Investments, Retirement Planning, Portfolio Management, Investment Advisory, New Business Development, Investment Strategies, Financial Planning, Alternative Investments, Mutual Funds, Wealth, Hedge Funds, Customer Relations, Due Diligence, Consultative Selling, Negotiation, Retirement, Sales Process, Key Account Management, Financial Modeling, Solution Selling, Asset, Equities, Industry Analysis, Retirement Income..., Risk Management, Equity Research, Private Equity, Investment Policy, Financial Advice, Private Wealth..., Portfolios, Series 7, High Net Worth...

Education
State University of New York College at Plattsburgh
B.S, Accounting and Business

Jonathan Nott, MBA Jonathan Nott, MBA Greater New York City Area Details
Jonathan Nott, MBA's Ameriprise Financial Services, Inc. Experience September 2006 - April 2007
Job Staff Accountant at LeverPoint Management
Industry Financial Services
Experience
Media Audits International  October 2013 - May 2015
JAB Wireless, Inc.   July 2013 - September 2013
Ulster County Comptrollers Office  May 2012 - August 2012
SUNY New Paltz  January 2012 - June 2012
Ulster Greene ARC  January 2011 - January 2012
Alliance Bernstein  May 2007 - December 2009
Ameriprise Financial Services, Inc.   September 2006 - April 2007
American Express Financial Advisors  June 2005 - August 2005

Skills
Finance, Accounting, Data Analysis, Financial Reporting, Strategic Financial..., Microsoft Excel, Microsoft Office, Auditing, Financial Analysis, Account Reconciliation, Journal Entries, Financial Accounting, Bloomberg Terminal, Internal Audit, Accounts Receivable, Analysis, Regression Analysis, Great Plains Software, Bank Reconciliation, Cash Flow Forecasting, Cash Receipts, SOP development, Qualitative Research, Spreadsheets, Access, Portfolio Management, Microsoft Word, Cash Flow, Financial Planning, General Ledger..., Employee Training, Microsoft Dynamics, Mutual Funds, Strategic Planning, Investments, Banking, Time Management, Private Equity, Fund Administration, Fund Accounting

Education
State University of New York at New Paltz   2011 — 2012
MBA

State University of New York at New Paltz   2003 — 2006
BS, Finance

Kingston High School   1999 — 2002

Suzanne Cameron Suzanne Cameron Houston, Texas Area Details
Suzanne Cameron's Ameriprise Financial Services, Inc. Experience February 2009 - February 2015
Job Client Concierge at Kurka, Vanover & Associates
Industry Financial Services
Experience
Kurka, Vanover & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.   March 2015 - Present
Ameriprise Financial Services, Inc.   February 2009 - February 2015
Ameriprise Financial Services, Inc.   January 2005 - February 2009
Confidential Investigative Associates   1999 - 2005
Kingwood Country Club  1994 - 1999

Skills
Wealth Management, Series 7, Retirement, 401k, Retirement Planning

Education
Stephen F. Austin State University   1984 — 1987
Political Science

Tyler Junior College   1983 — 1984
Associates Degree

LeAnne Dickson LeAnne Dickson Dallas/Fort Worth Area Details
LeAnne Dickson's Ameriprise Financial Services, Inc. Experience July 2009 - Present
Job Franchise Regional Vice President Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2009 - Present
Kathy Light Leadership   May 2008 - July 2009
Ameriprise Financial Services, Inc.   1994 - 2008
Ameriprise Financial (then American Express Financial Advisors)   1991 - 1994
Ameriprise Financial (then American Express Financial Advisors)   1985 - 1991

Skills
Leadership, Training, Staff Development, Human Resources, Performance Management, Time Management, Process Improvement, Strategic Planning

Education
Stephen F. Austin State University   1980 — 1984
B.S., Liberal Arts

Joseph Casale Joseph Casale Greater Boston Area Details
Joseph Casale's Ameriprise Financial Services, Inc. Experience October 2004 - June 2011
Job Private Wealth Advisor
Industry Financial Services
Experience
Sagamore Wealth Management,LLC   February 2011 - Present
Ameriprise Financial Services, Inc.   October 2004 - June 2011
3 G Wireless Inc   January 2000 - October 2004
Connectec Inc   April 1997 - December 1999

Skills
Tactical Asset..., Wealth Accumulation, Retirement Income..., Retirement Planning, 401k Rollovers, Estate Planning, Investments, 401k, Series 7, Asset Allocation, Investment Advisory, Investment Strategies, Personal Financial...

Education
Syracuse University   1989 — 1993
Bachelors of Arts, Economics

St. John's High School, Shrewsbury, MA   1985 — 1989

Northboro Middle School

Greg Rosenberger Greg Rosenberger Greater New York City Area Details
Greg Rosenberger's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Geneva Watch Group  January 2014 - October 2014
Fifth & Pacific Companies, Inc.   August 2012 - August 2013
Fifth & Pacific Companies, Inc.   March 2009 - July 2012
Liz Claiborne  June 2006 - February 2009
Warnaco  October 2003 - May 2006

Education
Syracuse University   1991 — 1995
B.A., Political Science

Brandi A. Mack, MBA Brandi A. Mack, MBA Charlotte, North Carolina Area Details
Brandi A. Mack, MBA's Ameriprise Financial Services, Inc. Experience February 2008 - Present
Job Field Operations Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2008 - Present
Ameriprise Financial Services, Inc.   September 2005 - February 2008
IBM  November 2004 - September 2005

Skills
Process Improvement, Mutual Funds, Wealth Management, Series 7, Retirement Planning, Financial Services, Financial Analysis, Microsoft Office, Investments, Leadership, Finance, Microsoft Excel, Public Speaking, Management, Team Building, Customer Service

Education
Strayer University   2007 — 2009
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General

University of North Carolina at Greensboro   1999 — 2003
Bachelor's Degree, Business Administration, Human Resources Management

Milenda Kilby Milenda Kilby Batavia, New York Details
Milenda Kilby's Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job Office Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2010 - Present
Ameriprise Financial  January 2007 - January 2010

Education
State University of New York at Buffalo - School of Management   2005 — 2007
B.B.A.

Aaron Haley, CFP® Aaron Haley, CFP® Colorado Springs, Colorado Details
Aaron Haley, CFP®'s Ameriprise Financial Services, Inc. Experience 1999 - 2006
Job Director, USAA Wealth Management
Industry Financial Services
Experience
USAA  March 2006 - Present
Ameriprise Financial Services, Inc.   1999 - 2006
American Express Financial Advisors  1997 - 2006

Skills
Sales Management, FINRA, Series 24, Financial Planning, Wealth Management, Series 7, Series 63, Series 65, Insurance, Retirement Income..., Estate Planning, Investment Advisory, Sales Process, Marketing Strategy, Consultative Selling, Sales Operations, Strategic Planning, Compliance, Retirement, Wealth, Wealth Accumulation, Retirement Planning, Annuities, Investment Strategies, Financial Advisory, Strategic Financial..., Financial Planners, Salesforce.com, Wealth Management..., Certified Financial..., High Net Worth..., Financial Services, Asset Allocation, Fixed Annuities, Mutual Funds, Portfolio Management

Education
Tarleton State University   2003 — 2005
MBA, Marketing

University of Utah   1995 — 1999
Bachelors, Finance

Uintah Highschool   1990 — 1994
Diploma, General Studies

Rich Avdoyan Rich Avdoyan Greater New York City Area Details
Rich Avdoyan's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
CAPITAL FINANCIAL PLANNING  July 2009 - November 2011
Edward Jones  May 2008 - June 2009

Skills
Retirement Planning, CRPC, Strategic Financial..., Investments, Wealth Management, Asset Allocation, Insurance, Series 7, Series 63, Long-term Care, IRAs, Retirement, Financial Advisory, Investment Strategies, 401k, Wealth Management..., ETFs, Pensions, College Savings Plans, Personal Financial...

Education
State University of New York College at Cortland   2003 — 2008

Gregory Steen, CFP Gregory Steen, CFP Greater Detroit Area Details
Gregory Steen, CFP's Ameriprise Financial Services, Inc. Experience March 1983 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1983 - Present

Skills
Financial Goals, Finance, Saving for Education, Retirement Planning, Mergers & Acquisitions, Investments, Wealth Management, Estate Planning, Series 7, Retirement, Mutual Funds, Strategic Planning, Strategic Financial..., Business Analysis, Investment Properties

Education
Syracuse University   1971 — 1975
B.S., Accounting

Clint Wammack, CFP®, CRPC® Clint Wammack, CFP®, CRPC® Dallas/Fort Worth Area Details
Clint Wammack, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2000 - Present
Job FINANCIAL ADVISOR
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2000 - Present
Ameriprise Financial  August 2003 - March 2007
Ameriprise Financial  July 2000 - July 2003

Education
Tarleton State University   1995 — 2000
B.S., Biology, General

Kelly Corby Kelly Corby Greater New York City Area Details
Kelly Corby's Ameriprise Financial Services, Inc. Experience May 2014 - September 2014
Job McMasterCarr
Industry Logistics and Supply Chain
Experience
Ameriprise Financial Services, Inc.   May 2014 - September 2014
Kathy's Clown   March 2009 - August 2013
Credit Suisse  January 2001 - February 2009

Skills
Credit, Banking, Due Diligence, Investment Banking, Fixed Income, Sales, Wholesale Lending, Portfolio Management, Risk Management, Loans, Analysis, Finance, Mortgage Lending, Financial Analysis, Management

Education
SUNY Cortland   1995 — 1999
Bachelor's degree, Mathematics

Rush N Hodgin Rush N Hodgin Greater Pittsburgh Area Details
Rush N Hodgin's Ameriprise Financial Services, Inc. Experience December 1996 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1996 - Present
Ameriprise Financial  December 1991 - December 1996

Education
Syracuse University   1986 — 1990
BS, Finance, Minor Economics

GOMTESH KUMAR JAIN GOMTESH KUMAR JAIN Minneapolis, Minnesota Details
GOMTESH KUMAR JAIN's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Consultant at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Cognizant Technology Solutions  January 2010 - December 2013
Northern Trust Corporation  March 2007 - December 2008
Essar  September 2006 - November 2006

Skills
Business Analysis, Business Development, Requirements Analysis, Project Planning, Analysis, Marketing, Requirements Management, Requirements..., Project Management, Product Evangelism, Business Process, Requirements Gathering, Program Management, SDLC, Management, Business Requirements, Strategy, Consulting, E-commerce, Change Management, Stakeholder Analysis, Business Process...

Education
Symbiosis institute of Management Studies   2010 — 2011
PGDM, Marketing/Marketing Management, General, First

Vellore Institute of Technology   2002 — 2006
B.Tech, Electrical & electronics, First Class

David Ames David Ames Fort Lauderdale, Florida Details
David Ames's Ameriprise Financial Services, Inc. Experience 1989 - 1998
Job Sr. System Engineer at Randstad
Industry Information Technology and Services
Experience
Randstad  August 2012 - Present
Freudenberg IT LP  April 2012 - August 2012
First Niagara Financial Group  June 2005 - April 2012
Multisorb Technologies  2000 - 2005
Fedex Trade   1998 - 1999
Ameriprise Financial Services, Inc.   1989 - 1998

Skills
Change Management, Team Leadership, Microsoft Office, Process Improvement, Project Management, SCCM, Desktop Deployment, MDT 2012, Banking, SCCM 2012, Integration, Troubleshooting, Active Directory, Leadership, System Administration, IT Service Management, Microsoft SQL Server, Networking, Disaster Recovery, Windows Server, IT Management, ITIL, Vendor Management, Visio, Software Documentation, Security, Citrix, VMware, SharePoint, System Deployment

Education
State University of New York College at Fredonia   1983 — 1987
BA, Economics

Lockport Senior high School   1980 — 1983

Garry D. Greenough Garry D. Greenough Saint Petersburg, Florida Details
Garry D. Greenough's Ameriprise Financial Services, Inc. Experience January 2004 - December 2007
Job Interim Banquet Chef/Line Cook at The St. Petersburg Yacht Club
Industry Food Production
Experience
St. Petersburg Yacht Club  March 2014 - Present
The Sandpearl Resort   April 2012 - March 2014
V-Squared Restaurant Group   October 2011 - July 2012
TS Capital, LLC.   January 2010 - September 2010
John Hancock Funds  January 2007 - March 2009
Ameriprise Financial Services, Inc.   January 2004 - December 2007
Franklin Templeton Investments  June 1998 - December 2004

Skills
Separately Managed..., Series 7, Series 63, 401k, Mutual Funds, Fixed Annuities, Uniform Combined State..., Alternative Investments, Sales Management, Sales, Public Speaking, Forecasting, Strategic Planning, New Business Development, Account Management, Culinary Skills, Cooking, Fine Dining, Banquets

Education
The Art Insitute of Tampa   2011 — 2012
Associates Degree, Culinary Arts/Chef Training

State University of New York College at Plattsburgh   1990 — 1994
Bachelor of Professional Accounting Degree, Accounting

Dennis Friedman Dennis Friedman Greater Boston Area Details
Dennis Friedman's Ameriprise Financial Services, Inc. Experience March 2012 - September 2012
Job Benefit Counselor at Marsh & McLennan
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc.   August 2014 - Present
Town of Wareham  January 2013 - June 2013
Ameriprise Financial Services, Inc.   March 2012 - September 2012
State Street Bank  June 2011 - December 2011
Citizens Bank  August 2010 - November 2010
Deutsche Bank  March 2004 - December 2008
JP Morgan Chase  January 1992 - March 2003

Skills
Excel, Mutual Funds, Securities, Financial Analysis, Investments, Financial Reporting, Banking, PowerPoint, Word, Asset Management, Valuation, Funding, Corporate Finance, Accounting, Compliance, General Ledger, Asset Managment, Financial Modeling, Financial Services, Account Reconciliation, Analysis, Finance, Management, Fund Accounting, Financial Statements, Portfolio Management, Insurance, Microsoft Excel

Education
Suffolk University - Sawyer Business School
BS, Business Administration

BLS (Spouse)

Bellmore JFK
High School

Michael Angelo, CIMA® Michael Angelo, CIMA® Greater Philadelphia Area Details
Michael Angelo, CIMA®'s Ameriprise Financial Services, Inc. Experience December 1998 - May 2000
Job Sales Manager FAS Internal Sales
Industry Financial Services
Experience
Vanguard  January 2014 - Present
Vanguard  August 2013 - March 2014
BlackRock  March 2011 - August 2013
Pacer Financial  January 2010 - February 2011
Lincoln Financial Distributors  December 2007 - April 2009
Lincoln Financial Distributors  August 2004 - December 2007
Lincoln Financial Distributors  October 2000 - August 2004
Prudential Financial  May 2000 - October 2000
Ameriprise Financial Services, Inc.   December 1998 - May 2000

Skills
Strategic Planning, Series 7, Series 63, Sales Process, Sales Management, Mutual Funds, Separately Managed..., CIMA, Series 24, ETFs, Asset Allocation, Sales, Uniform Combined State..., FINRA, Investments, Alternative Investments, Series 65, 401k, Series 6, Securities, Investment Strategies, Wealth Management, Retirement Planning, Retirement, Fixed Annuities, Investment Advisory, Investment Management, Financial Services, Fixed Income, Variable Annuities, Equities, Financial Advisory, Hedge Funds, Asset Management, Bonds, Portfolio Management

Education
Susquehanna University   1994 — 1998
BS, Business Administration, Finance

University of London, Birkbeck College   1995 — 1995
Susquehanna University London Program

Athens Area High School   1990 — 1994

Tom Huszcza, CFP® Tom Huszcza, CFP® Washington D.C. Metro Area Details
Tom Huszcza, CFP®'s Ameriprise Financial Services, Inc. Experience January 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1998 - Present

Education
State University of New York College at Oneonta   1990 — 1994
BA

Jane Lang Jane Lang Boca Raton, Florida Details
Jane Lang's Ameriprise Financial Services, Inc. Experience September 2007 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2007 - Present
Raymond James & Associates  January 2001 - September 2007
raymond james and assoc   2001 - 2007

Education
State University of New York College at Potsdam   1966 — 1970
BA, Anthropology

Chau Trinh Chau Trinh Greater Boston Area Details
Chau Trinh's Ameriprise Financial Services, Inc. Experience April 2011 - March 2013
Job Senior Analyst, Product Analysis at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance  May 2015 - Present
Natixis Global Asset Management  March 2013 - May 2015
Ameriprise Financial Services, Inc.   April 2011 - March 2013
Harvard Business School  January 2011 - April 2011
University at Buffalo  December 2008 - December 2009
Safety Insurance Company  September 2003 - September 2005

Skills
Data Analysis, PowerPoint, Business Analysis, Access, Microsoft Excel, Finance, Microsoft Office, Financial Analysis, Customer Service, Microsoft SQL Server, Business Objects, Toad, Experienced Business..., User Acceptance Testing, Quality Center, Longview, Charles River IMS, Navigators, Lotus Notes, Windows Vista, Windows XP Pro, Windows 7, Forecasting, Management, Data Quality, Analysis, Requirements Analysis

Education
State University of New York at Buffalo - School of Management   2007 — 2010
Business Adminstration, Finance, Management Information Systems

Janet Fugarazzo Janet Fugarazzo Denver, Colorado Details
Janet Fugarazzo's Ameriprise Financial Services, Inc. Experience May 2005 - April 2009
Job Account Executive at FullContact Inc.
Industry Information Technology and Services
Experience
FullContact Inc.  Director Client Solutions, MidwestSimple EnergyFebruary 2014 - May 2015
Simple Energy  February 2014 - July 2014
Clayton Fixed Income Services  April 2011 - February 2014
University of New Hampshire  2009 - 2010
Ameriprise Financial Services, Inc.   May 2005 - April 2009

Skills
Direct Sales, Energy Efficiency, Business Development, Relationship Management, Strategic Planning, Strategic Prospecting, Manage Client..., Financial Modeling, Investments, Financial Analysis, Mutual Funds, Microsoft Excel, Risk Management, Analysis, Due Diligence, Retirement Planning, Marketing Strategy, Global Client Management, Project Coordination, Client Development, Asset Management, CRM, Strategic Financial..., Series 7, Wealth Management

Education
University of New Hampshire - Whittemore School of Business and Economics   2009 — 2010
MBA

Stetson University   2001 — 2004
BBA, Management/Business Law

Susan Bentkowski Susan Bentkowski Clearwater, Florida Details
Susan Bentkowski's Ameriprise Financial Services, Inc. Experience October 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2009 - Present
Smith Barney  December 1996 - June 2003

Education
Stephens College   1976 — 1980
BS, Psychology

Sean Tully, CRPC@ Sean Tully, CRPC@ Greater Philadelphia Area Details
Sean Tully, CRPC@'s Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
Merrill Lynch  November 2007 - September 2012
UBS Wealth Management  December 2002 - December 2007
Lord, Abbett & Co. LLC   December 1997 - August 2001

Education
Richard Stockton College of New Jersey   1993 — 1995
Bachelor of Science, Chemistry

Columbia High School   1986 — 1990

Katherine Hanadel Katherine Hanadel Greater Philadelphia Area Details
Katherine Hanadel's Ameriprise Financial Services, Inc. Experience December 2007 - December 2009
Job President at Conservative Investors Services
Industry Financial Services
Experience
Conservative Investors Services   Insurance SalesBankers Life and CasualtySeptember 2010 - November 2014
Bankers Life and Casualty  July 2010 - February 2011
Ameriprise Financial Services, Inc.   December 2007 - December 2009

Skills
Fixed Annuities, Insurance, Long Term Care Insurance, Customer Service, Small Business, Investments, Retirement Planning, Financial Planning, Medicare, Sales, Mortgage Lending, Finance, Disability Insurance, Strategic Financial..., Health Insurance, Life Insurance, Term Life Insurance

Education
Richard Stockton College of New Jersey
B.A., Liberal Arts

Margreit (Jupp) McInnis Margreit (Jupp) McInnis Greater New York City Area Details
Margreit (Jupp) McInnis's Ameriprise Financial Services, Inc. Experience January 1999 - September 2008
Job
Industry Writing and Editing
Experience
Freelance Writing, E-Newsletters, Research and Copywriting Services   2015 - Present
self  January 2007 - Present
Northwestern Mutual  September 2008 - Present
Ameriprise Financial Services, Inc.   January 1999 - September 2008
Muller Data Corporation   February 1994 - December 1998

Skills
Strategic Financial..., Relationship Management, Account Management, Superior Client Service, Building Relationships, Creative Writing, Copywriting, Research, Life & Health Insurance..., Stocks, Bonds, Mutual Funds

Education
IT University Online   2015 — 2015
Social Media Certification

American Writers and Artists Inc.   2014 — 2015
Copywriting, Social Media Marketing, Internet Research, e-newsletters

CW Post University   1998 — 2002
Financial Planning Certificate, Financial Planning

State University of New York College at Plattsburgh   1986 — 1990
Individualized Studies, Business and Retail Merchandising, Bachelors of Science

Ward Melville High School   1983 — 1986
High School, Regents

Securies and Insurance Licenses
Life, disability and Annuities licensed. Series 7, 6, 63 securities licenses, Financial Planning and Services

Ronni Puglisi Ronni Puglisi Miami/Fort Lauderdale Area Details
Ronni Puglisi's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2013 - Present
Merrill Lynch  November 2010 - March 2013
Morgan Stanley  May 2007 - May 2010
Morgan Stanley  November 1993 - May 2007

Skills
Finance, Sales, Training, Transition Management, Relationship Management, Licenses-Series 7, 66,..., Client Relationship..., Life & Health Insurance..., Customer Service, Equities, Financial Advisory

Education
SUNY Stony Brook
Bachelor of Arts (B.A.), Psychology

Casey Krenek Casey Krenek Greater New York City Area Details
Casey Krenek's Ameriprise Financial Services, Inc. Experience June 2006 - April 2007
Job Partner, Director of Sales at USA Mutual Insurance Agency, LLC
Industry Insurance
Experience
USA Mutual Insurance Agency, LLC   March 2014 - Present
Signature Bank  August 2011 - October 2014
JP Morgan Chase  July 2007 - August 2011
Ameriprise Financial Services, Inc.   June 2006 - April 2007
GunnAllen Financial  July 2005 - June 2006

Skills
Banking, Commercial Banking, Investments, Series 63, Financial Services, Loans, Risk Management, Series 7, Portfolio Management, Private Banking, Consumer Lending, Small Business Lending, Commercial Lending, Strategic Financial..., Financial Analysis, Credit, Retail Banking, Lines Of Credit, Wealth Management, AML, Relationship Management, Securities, Financial Planners, Credit Analysis, Property & Casualty..., Insurance, Loan Origination, Insurance Planning, Retirement Planning, Mortgage Lending, Retirement, Mutual Funds, Equities, Commercial Insurance, Personal Insurance, Health Insurance, Life Insurance, Disability Insurance, Umbrella Insurance, Customer Service, Sales, Marketing, Financial Planning

Education
SUNY Empire State College
Associates, Business, Management & Economics

Justin R. Harlan, CRPC® Justin R. Harlan, CRPC® Orono, Maine Details
Justin R. Harlan, CRPC®'s Ameriprise Financial Services, Inc. Experience 2010 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2010 - Present
Ameriprise Financial Services, Inc.   2007 - 2010
Techworks  2001 - 2006

Education
State University of New York Empire State College   2007 — 2010
Bachelor of Science (BS), B.S. in American History - Emphasis on Financial and Industrial History, 4.0 GPA

The University of Montana - School of Business Administration   2000 — 2003
Economics and Business Administration - (unfinished)

Elizabeth Yardley Elizabeth Yardley Stephenville, Texas Details
Elizabeth Yardley's Ameriprise Financial Services, Inc. Experience September 2008 - Present
Job Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2008 - Present

Skills
Investments, Strategic Financial..., Securities, Asset Allocation, Retirement Planning, Investment Advisory, Wealth Management, Retirement

Education
Tarleton State University   2004 — 2007
Economics, Sociology, Political Science

Sarah Dunckel , CFP®, MBA, ChFC Sarah Dunckel , CFP®, MBA, ChFC Lewiston/Auburn, Maine Area Details
Sarah Dunckel , CFP®, MBA, ChFC's Ameriprise Financial Services, Inc. Experience May 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2000 - Present
Ameriprise Financial Services, Inc.   May 2000 - Present

Education
The College of Saint Rose   1999 — 2000
Masters of Business Administration, Finance

State University of New York at Oswego   1993 — 1997
BS, Finance

Amanda Zurla Amanda Zurla Valley Cottage, New York Details
Amanda Zurla's Ameriprise Financial Services, Inc. Experience May 2014 - August 2014
Job Marketing Executive & Inside Sales Specialist at Infinity Solar Systems
Industry Public Relations and Communications
Experience
Infinity Solar Systems   October 2014 - Present
Ameriprise Financial Services, Inc.   May 2014 - August 2014

Education
State University of New York at New Paltz   2010 — 2014

Cade Vogelsong Cade Vogelsong Charleston, West Virginia Details
Cade Vogelsong's Ameriprise Financial Services, Inc. Experience May 2007 - April 2008
Job Business Manager & Investment Consultant
Industry Financial Services
Experience
Superior Coal Services   April 2008 - Present
Ameriprise Financial Services, Inc.   May 2007 - April 2008

Skills
Series 7, Financial Analysis, Business Analysis, Leadership, Investments, Financial Modeling, Wealth Management, Microsoft Excel, Financial Reporting

Education
Susquehanna University   2003 — 2007
Bachelor of Arts (B.A.), Economics

Brooke Rollero Brooke Rollero Riverhead, New York Details
Brooke Rollero's Ameriprise Financial Services, Inc. Experience January 2013 - May 2013
Job Office Manager at Giorgio's Premier Caterers
Industry
Experience
Giorgio's Premier Caterers   June 2014 - Present
Simon's Beach Bakery   September 2006 - June 2014
Fingerlakes Wealth Management  September 2013 - December 2013
Ameriprise Financial Services, Inc.   January 2013 - May 2013

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Event Planning, Social Media, Public Speaking, Horse Training

Education
State University of New York College at Cortland   2010 — 2014
Bachelor of Science (BS), Business Economics

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