Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ameriprise Financial Services, Inc. Employees
Kwangjang Elementary School May 2011 - May 2013
BCM Language Centers April 2011 - December 2011
Janghak Education June 2010 - March 2011
KNC Hyunjae May 2009 - May 2010
Wealth Enhancement Group January 2008 - March 2009
Ameriprise Financial Services, Inc. March 2006 - September 2006
Ferguson Financial April 2005 - January 2006
Morgan Stanley November 2003 - April 2005
Skills
Teaching, Microsoft Office, Customer Service, Microsoft Excel, Curriculum Design, PowerPoint, Curriculum Development, Microsoft Word, Strategic Planning, Series 7, Series 63, Life Insurance, CompTIA A+ Certification, TESOL, ESL, Personal Financial..., Team Leadership, CompTIA Network+...
Education
University of Minnesota-Twin Cities 1999 — 2004
Bachelor's degree, Asian Languages and Literatures
Bemidji State University 1998 — 1999
Resultants For Business, Inc. March 2012 - Present
Advance Business Group, Inc. June 2006 - Present
Ameriprise Financial Services, Inc. February 2003 - March 2006
Ameriprise Financial Services, Inc. July 1997 - February 2003
Ameriprise Financial Services, Inc. July 1995 - June 1997
Ameriprise Financial Services, Inc. December 1993 - June 1995
Ameriprise Financial Services, Inc. September 1989 - December 1993
Ameriprise Financial Services, Inc. May 1985 - December 1989
Miles Homes October 1982 - May 1985
Skills
Business Coaching, Business Planning, Strategic Planning, Profitability..., Cash Flow Improvement, Budgeting and..., Business Development, Strategic Implementation, Project Management, Business Process..., Workshops and..., Leadership, Change Management, Leadership Development, Management, Strategy, Training, Coaching, Program Management, Cash Flow, Process Improvement, Entrepreneurship, Finance, Team Building, Project Planning, Small Business, Management Consulting, Cross-functional Team..., Budgets, Executive Management, Team Leadership, Marketing Strategy, Customer Satisfaction, Business Strategy, Consulting, Organizational..., Forecasting, Team Management, Sales, Retail, Executive Coaching, Business Analysis, CRM, Competitive Analysis, Mergers & Acquisitions
Education
St. Cloud State University 2005 — 2007
MBA, Business Administration
Bemidji State University 1978 — 1982
BS, Accounting
AM2 Management May 2011 - Present
National Association of Women Business Owners - San Antonio September 2011 - Present
Scherer Communications May 2011 - Present
Premier Designs Jewelry February 2001 - Present
H&R Block January 1999 - April 2012
National Association of Women Business Owners - San Antonio July 2011 - August 2011
Ameriprise Financial Services, Inc. 2004 - 2006
CCC-KC 1998 - 2002
Skills
Highly Organized, Audit Assistance, Quickbooks, Microsoft Office, Teamwork, Customer Service, Time Management, Process Development, Technology..., Entrepreneur, Quick Study, Compliance Management, Tax Preparation, Event Management
Education
Baker University 2000 — 2002
BS, Business Management
Tom C. Clark 1990 — 1994
Credit Suisse August 2014 - Present
Credit Suisse July 2013 - August 2014
NYSE Euronext April 2012 - June 2013
Ameriprise Financial Services, Inc. March 2008 - October 2009
Ectaco, Inc. September 2007 - January 2008
Skills
Management, Customer Service, Change Management, Business Analysis, Microsoft Excel, Basics of Unix, SQL, ITIL Certified, Trading Systems, Fixed Income, Microsoft Office, Unix, Access
Education
Baruch College 2010 — 2013
BBA, Computer Information Systems
Novosibirsk State Technical University (NSTU) 2000 — 2004
Information Systems in Economics
NYU
School of Continuing and Professional Studies, Project Management
Colliers International Tampa Bay Florida, Central Florida, Southwest Florida January 2011 - Present
Cushman & Wakefield/NorthMarq July 2005 - December 2010
Liquid Glass Powerboats April 2005 - July 2010
Integra Realty Resources May 2004 - August 2004
Ameriprise Financial Services, Inc. July 2000 - August 2003
Lights Out International May 1998 - June 2000
Skills
Commercial Real Estate, Leadership, Corporate Strategy..., Management, Team Building, Recruiting, Strategic Planning, Entrepreneurship, Operations Management, Sales Management, Innovation, Public Speaking
Education
Harvard Business School 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Babson College 1996 — 1998
Bachelor's Degree, Entrepreneurship & Finance, Summa Cum Laude
Luther College 1994 — 1996
Business Administration and Management, General
Ameriprise Financial Services, Inc. October 2003 - Present
Education
Baldwin-Wallace College 2000 — 2003
BS, Business Administration
Ameriprise Financial Services, Inc. July 2007 - Present
Education
Baylor University School of Law 1992 — 1994
Doctor of Law (JD)
The University of Texas at Austin 1985 — 1989
Bachelor of Arts (B.A.), History
Ameriprise Financial Services, Inc. July 2001 - Present
BNI Prime Connections 2003 - 2014
Comm-Works October 1998 - October 2000
Video Update 1996 - 1998
Education
Beloit College 1990 — 1994
BA, History
The Gunnery 1987 — 1990
Baystate Financial December 2014 - Present
Ameriprise Financial Services, Inc. September 2001 - December 2014
Education
Baylor University 1997 — 2001
B.B.A., Finance and Financial Planning
Ameriprise Financial Services, Inc. September 2012 - Present
SunTrust Bank/ Orlando January 2011 - September 2012
Popular Community Bank January 2010 - January 2011
Old Southern Bank January 2009 - January 2010
Harbor Federal Savings Bank/ Clermont Fl January 2005 - January 2008
CFE FEDERAL CREDIT UNION/ Winter Garden Fl January 2003 - January 2005
AmSouth Bank January 2001 - January 2003
First Union National Bank January 1996 - January 2001
Skills
Banking, Commercial Lending
Education
Baker College Business and Corporate Services 2002 — 2004
AA, Business
American Century Investments October 2008 - February 2014
Ameriprise Financial Services, Inc. August 2007 - April 2008
Sprint November 2001 - August 2007
Sprint May 1998 - November 2001
US Army 1989 - 1992
Skills
Program Management, Account Management, Sales Management, New Business Development, CRM, Training, Financial Analysis, Investment Strategies, Strategic Financial..., Financial Services, Investment Management, Portfolio Management, Investments, Mutual Funds, Series 7, Customer Experience, Insurance, Asset Allocation, Securities, Marketing, Customer Service, Direct Sales, Strategic Partnerships
Education
The College of Financial Planning 2011 — 2014
Completed CFP certification courses, Certified Financial Planner
Baker University 2003 — 2005
MBA, Business
Baker University 1999 — 2003
BSM, Science in Management
Ameriprise Financial Services, Inc. September 2014 - Present
Blackhawk Network June 2013 - September 2014
Cigna 2011 - 2012
The Hartford December 2004 - June 2011
The Hartford May 2002 - December 2004
The Hartford April 1999 - May 2002
The Hartford January 1996 - April 1999
The Hartford April 1987 - April 1999
The Hartford June 1986 - April 1987
Skills
Retail, Sales, Merchandising, Account Management, Customer Service, Management, Vendor Management, CRM
Education
Holyoke Community College 1979 — 1981
Associate's Degree, Retail Management
Becker College 1976 — 1977
Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Ameriprise Financial Services, Inc. April 2010 - Present
Banc of America/Merrill Lynch September 2005 - April 2010
Fidelity Investments September 2000 - September 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA, Management
Boston College 1996 — 2000
BS, Finance
Ameriprise Financial Services, Inc. August 2011 - Present
Edward Jones January 2005 - August 2011
Atomic & Celebrity Bowl and Casino's August 1999 - November 2004
Education
Seattle University 1987 — 1989
Bachelor of Arts (BA), Business Teacher Education
Bellevue Community College 1982 — 1985
Business, Management, Marketing, and Related Support Services
Expedia, Inc. January 2014 - Present
Expedia, Inc. July 2013 - December 2013
Clearwire October 2012 - July 2013
Clearwire March 2011 - October 2012
Clearwire November 2009 - March 2011
AT&T Mobility June 2008 - November 2009
Ameriprise Financial Services, Inc. October 2006 - May 2008
Skills
Oracle E-Business Suite, Oracle Discoverer, Microsoft Office, Pivot Tables, Variance Analysis, Financial Analysis, Process Improvement, Forecasting, Accounts Payable, Accounting, Oracle Applications, Sarbanes-Oxley Act, General Ledger, Procure-to-Pay, Process Flow, Project Management, Cross-functional Team..., Business Analysis, Vertex, Sales & Use Tax, User Acceptance Testing, System Testing, Operational Efficiency, Systems Analysis, Solution Development, Finance, Business Process..., Visio, Sarbanes-Oxley, Oracle, Business Process, ERP, SharePoint, SDLC, Business Intelligence, Accruals, Software Documentation, Analysis
Education
Central Washington University 2004 — 2006
Business Administration, Finance, Economics, Human Resources
Bellevue Community College 2002 — 2004
Associates of Arts, Business Administration
Fatheadz Eyewear June 2014 - Present
Gander Mountain March 2014 - May 2014
Ameriprise Financial Services, Inc. 2011 - 2012
Cicero Pool and Spa June 2010 - August 2010
Live Nation Entertainment April 2010 - August 2010
Skills
Event Planning, Public Speaking, Social Media, Leadership, Fundraising, Entrepreneurship, Nonprofits, Social Media Marketing, Social Networking, PowerPoint, Facebook, Customer Service
Education
Noblesville High School
Ball State University - College of Business 2012 — 2013
Master of Business Administration (M.B.A.)
Ball State University - College of Business 2008 — 2012
Bachelor's of Science, Entrepreneurship
Allina Health January 2015 - Present
Good Samaritan Society March 2014 - January 2015
Saint Therese October 2013 - March 2014
Saint Therese February 2013 - October 2013
Abbott Northwestern Hospital June 2012 - July 2012
Ameriprise Financial Advisors July 2007 - July 2010
Ameriprise Financial Services, Inc. December 1986 - July 2010
Ameriprise Financial 1987 - 2009
Skills
Registered Nurses, Assessment Skills, Transitional Care, Long Term Acute Care, Primary Care, Critical Thinking, Direct Patient Care, Priority Setting, Nursing, Healthcare, Medication..., BLS, Retirement, Hospice, Palliative Care, Case Managment, End of Life, Series 63, Management, Retirement Planning, Clinical Research, Epic Systems, Financial Advisory, Series 7, Long-term Care
Education
Saint Catherine University, MN 2010 — 2012
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Bemidji State University 2013 — 2014
Bachelor of Science (B.S.), Nursing, Nursing
YMCA May 2015 - Present
Lucke & Associates, CPAs February 2015 - Present
- August 2014 - Present
Ameriprise Financial Services, Inc. June 2008 - July 2012
INTRUST Bank March 2007 - June 2008
INTRUST Bank September 2006 - March 2007
First State Bank & Trust 2005 - 2006
Skills
Banking, Loans, Marketing, Credit Analysis, Strategic Planning, Credit, Investments, Sales, Leadership, Insurance, Social Media, Small Business, Microsoft Office, Social Networking
Education
Baker University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Clearwater High School 2002 — 2006
Total Bank Solutions April 2014 - Present
Heitman Financial Services Consulting February 2001 - September 2015
The Reserve Funds 2005 - 2006
Ameriprise Financial Services, Inc. March 2002 - February 2004
BearingPoint May 1998 - April 2002
U.S. Bank 1991 - 1998
Skills
Financial Services..., Merger and Acquidition..., Financial Advisor...
Education
City University of New York-Baruch College
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Penn State University
Bachelor of Science (BS), Marketing
Visa April 2015 - Present
LPL Financial April 2014 - April 2015
Strategy& (Formerly Booz & Company) October 2013 - April 2014
Ameriprise Financial Services, Inc. June 2010 - September 2013
Ameriprise Financial June 2010 - November 2012
Ameriprise Financial September 2009 - May 2010
Ameriprise Financial January 2008 - May 2010
Ameriprise Financial November 2005 - December 2007
American Express April 2004 - October 2005
Q's Sport May 1997 - April 2004
Skills
Vendor Management, Process Improvement, Management, Risk Management, Business Transformation, Change Management, Project Management, Financial Analysis, Business Process..., Analytics, Program Management, Strategic Planning, Strategic Sourcing, Financial Modeling, Transition Management, Business Analysis, Strategic Thinking, Project Finance, Strategic Analysis, Contract Negotiation, Supplier Negotiations, Pricing Strategy, Pricing Negotiations, Organisational..., Finance Transformation, Process Management, Process Optimization, Vendor Relations, Financial Planning, Financial Reporting, Financial Management, Audit, Compliance Audits, Billing, Change Control, Project Implementation, Project Delivery, Project Execution, Mergers, Acquisition Integration, M&A due diligence, Operational Due..., Transition Planning, Risk Mitigation, Risk Assessment, Risk Analysis, Business Analytics, Strategy, Cross-functional Team..., Outsourcing
Education
Indian Institute of Management, Calcutta 2002 — 2004
Master of Business Administration (MBA)
Bangalore University 1996 — 2001
B.Arch
The Lawrence School, Lovedale 1989 — 1996
AISSCE
Kendriya Vidyalaya 1988 — 1989
Methodist High School, Kanpur 1986 — 1988
Sishya School, Chennai (Madras) 1984 — 1986
Harrow School, Bareilly 1982 — 1984
Hartmann College, Bareilly 1982 — 1984
Ameriprise Financial Services, Inc. 2009 - Present
H & R Block Financial Advisors 2000 - 2009
Olde Discount Stockbrokers 1996 - 2000
Education
Bellarmine University 1992 — 1996
B.A., Business Administration
Holy Rosary Academy 1988 — 1992
Clover Technologies Group October 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - October 2014
McDonald's Corporation December 2005 - August 2013
United States Soccer Federation March 2011 - October 2012
Skills
Soccer, Basketball, Sports, Football, Sports Management, Sports Marketing, Business, Athletics, Volunteering, Sports Coaching, Running, Personal Finance, Logistics, Data Analysis
Education
Beloit College 2010 — 2014
Bachelor's degree, Business/Managerial Economics
Delavan-Darien High School 2006 — 2010
High School Diploma
Ameriprise Financial Services, Inc. October 2014 - Present
University of Maine June 2008 - September 2014
Broadway Veterinary Clinic November 2012 - June 2013
Education
Beal College 2013 — 2016
Associate of Arts and Sciences (AAS), Accounting
Beal College 2010 — 2012
Associate of Arts and Sciences (AAS), Administrative Management
Orono High School 2005 — 2009
High School Diploma
Falcon Investments January 2012 - Present
Ameriprise Financial Services, Inc. February 2010 - December 2011
Edward Jones 2009 - 2009
Skills
Finance, Entrepreneurship, Business Development, Retirement Planning, Strategic Financial..., Investments, Series 7, Wealth Management, Retirement, Portfolio Management, Asset Allocation, Investment Advisory, Estate Planning, Insurance, Investment Management, Financial Planning
Education
Belmont Abbey College 2004 — 2008
Bachelor of Arts (B.A.), Business Management
Ameriprise Financial Services, Inc. April 2014 - Present
IJK Consulting LLC January 2013 - April 2014
New York Portfolio Clearing, LLC July 2010 - August 2012
Credit Suisse Securities (USA) LLC March 2000 - July 2010
Credit Suisse First Boston April 1996 - March 2000
Merrill Lynch Futures, Inc. 1979 - 1996
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, Investment Analysis
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Business
Kingsborough Community College 1975 — 1977
AAS, Accounting
Ameriprise Financial Services, Inc. December 2013 - Present
Hantz Financial September 2006 - November 2013
Skills
Series 7, Series 63, Life, Accident and..., Property & Casualty..., Retirement, Strategic Financial..., Risk Management, Retirement Planning, Insurance, Investments, Life Insurance, Tax, Financial Advisory, Estate Planning, Wealth, Financial Analysis, Finance, Financial Planning, Mutual Funds
Education
Grand Valley State University 2003 — 2006
Bachelors, Business Finance
Bay de Noc Community College 2002 — 2003
Enterprise Fleet Management February 2013 - Present
Enterprise Fleet Management March 2009 - January 2013
Enterprise Rent-A-Car April 2007 - March 2009
Ameriprise Financial Services, Inc. December 2005 - March 2007
Skills
Risk Management, Analysis, Fleet Management, Transportation, Vehicles, Sales Management, Team Building, Account Management, New Business Development, Coaching, Customer Service, Cold Calling, Program Management, Sales Process, Marketing, Sales
Education
Beloit College 2001 — 2005
BA, Business Administration
Arrowhead High School 1997 — 2001
Ameriprise Financial Services, Inc. May 2006 - Present
Education
Kansas State University 2001 — 2003
Bachelor of Science, Major in Business with an Emphasis in Marketing
Baker University 2009 — 2013
Master's Degree in Business Administration & Management with Emphasis in Finance
Meade High School
Ameriprise Financial Services, Inc. May 2011 - Present
RCF Church and MarketPlace Ministries June 1995 - Present
Edward Jones July 2008 - August 2010
SIAC/NYSE 1993 - November 1998
Skills
Entrepreneurship, Training, Financial Analysis, Strategic Financial..., Budgets, Mentoring, Budgeting, Personal Finance
Education
Saint John's University 1994 — 1996
MBA, Finance
Baruch College 1990 — 1993
BBA, Accounting
Ameriprise Financial Services, Inc. October 1998 - Present
Ameriprise Financial Services, Inc. January 1998 - Present
Education
Baylor University 1994 — 1996
MES, Master of Environmental Studies
Baylor University - Hankamer School of Business 1990 — 1994
BA, Business Administration
Four Seasons Hotels and Resorts April 2012 - Present
Hilton Worldwide Boston October 2010 - April 2012
Liberty Hotel January 2010 - May 2010
Room to Dream Foundation June 2009 - August 2009
The Mount Vernon Company December 2005 - December 2008
Ameriprise Financial Services, Inc. June 2008 - August 2008
Boston Sports Club May 2006 - August 2008
DoubleTree Guest Suites May 2006 - May 2006
Skills
Event Planning, Event Management, Leadership, Proposal Writing, Facebook, Public Relations, Marketing, Hospitality, Budgets, Sales, Management
Education
Gordon College 2006 — 2010
Bachelor of Arts, Communication Arts, Business Administration
Baylor University 2006 — 2007
Public Relations/Image Management
Lexington Christian Academy 1999 — 2006
Africair, Inc. November 2013 - Present
Ameriprise Financial Services, Inc. July 2013 - Present
Warner Music Group/Word Entertainment January 2013 - April 2013
Miami City Ballet August 2010 - January 2011
Southern Audio Visual September 2009 - January 2011
Clear Channel Communications January 2010 - May 2010
Miami Dade College January 2008 - May 2010
Skills
Research, Entertainment, Music, Event Management, Music Publishing, Social Media, Music Industry, Video, Sound, Marketing, Live Events, Video Production
Education
Belmont University 2011 — 2012
Bachelor of Business Administration (BBA), Music Business
Miami Dade College 2008 — 2010
Associates Degree, Music Business - Business Administration
Ameriprise Financial Services, Inc. 1999 - Present
Education
Baylor Law School
Doctor of Law (J.D.)
Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.), Finance, General
Grant Thornton LLP May 2015 - Present
America Works October 2014 - June 2015
Twin Service Corporation July 2013 - September 2014
Bean & Bean April 2013 - September 2014
Ameriprise Financial Services, Inc. September 2012 - June 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Leadership
Education
Baruch College, City University of New York (CUNY) 2013 — 2017
Herricks High School 2009 — 2013
Ameriprise Financial Services, Inc. March 2014 - Present
NASDAQ OMX June 2013 - February 2014
Thomson Reuters April 2012 - May 2013
Fidelity Investments November 2011 - January 2012
Wellington Management February 2008 - October 2011
BNY Mellon April 2006 - January 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2003 - 2005
Skills
Compliance Management, Auditing, Operations Management, Project Planning, Project Implementation, System Testing, Group Presentations, Customer Presentations, Subscription Management, Client Relations, System Administration, Microsoft Office, Business Continuity..., Vendor Management, Policy Analysis, Internal Controls, Training Manuals, SharePoint, Database Administration, SEC reporting, Reporting & Analysis, Compliance, Analysis, SEC filings, SQL, PeopleSoft, Integration, Forecasting, Change Management, Securities, Governance, Management, Business Analysis, Equities, Risk Management, Financial Services, Project Management
Education
Suffolk University - Sawyer School of Management 2003 — 2005
MBA, Organizational Behavior
Babson College 1996 — 2000
Bachelor of Science, Finance and International Studies
Wellesley High School 1992 — 1996
EY August 2015 - Present
EY June 2014 - August 2014
Self-Employed October 2010 - May 2014
Avatar Securities, LLC October 2008 - October 2010
Ameriprise Financial Services, Inc. January 2006 - October 2008
E*TRADE Financial May 2000 - May 2005
Skills
Mandarin, Bloomberg, Valuation, Equities, Financial Modeling, Equity Research, Fixed Income, Series 7, Trading, Financial Risk, Securities, Alternative Investments, Hedge Funds, Capital Markets, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
University of Rochester 1996 — 2000
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. February 2002 - Present
Skills
Small Business Planning, Public Speaking, Protection Planning, Community Service, Business Strategy
Education
Baylor University 1996 — 1998
Bachelor or Science
1888 Management, LLC January 2015 - Present
Koch Industries May 2007 - December 2014
Ameriprise Financial Services, Inc. June 2006 - May 2007
Carey,Thomas,Hoover, and Breault, Inc. May 2005 - January 2006
Skills
Asset Management, Strategic Financial..., Finance, Cash Management, Portfolio Management, Compliance, Financial Forecasting, Trading
Education
Bellevue University 2000 — 2002
Bachelor's degree, Business Administration and Management, General
Glen Lake Fire Department December 2012 - Present
Grand Traverse Metro Emergency Services Authority June 2012 - Present
Benzie County EMS May 2012 - Present
Multiple Locations April 2011 - Present
GT Rural Fire Department 2011 - Present
West Shore Medical Center July 2012 - July 2013
Phillip C Yancho, DDS July 2010 - May 2012
Ameriprise Financial Services, Inc. March 2008 - July 2010
Skills
Process Improvement, Customer Service, Healthcare, Microsoft Excel, Data Entry, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Insurance, Software Documentation, Training, Data Analysis, Event Planning
Education
Northwestern Michigan College 2011 — 2013
Northwestern Michigan Regional Training Center 2011 — 2012
Firefighter 1 & 2, Pass
Baker College Center for Graduate Studies 2010 — 2011
EMT Certification, BLS
Ameriprise Financial Services, Inc. January 1988 - Present
Fidelity Investments June 1987 - August 1987
Education
Baylor University 1982 — 1987
BBA, Financial Planning
College for Financial Planning
Bachelor of Business Administration (BBA), Financial Planning
S2E Consulting, LLC September 2014 - Present
Taproot Foundation February 2013 - Present
LPL Financial September 2013 - August 2014
Charles Schwab December 2011 - October 2012
Ameriprise Financial Services, Inc. November 2009 - April 2011
Ameriprise Financial, Inc October 2008 - November 2009
Ameriprise Financial Inc 2006 - 2008
Ameriprise Financial 2004 - 2006
American Express 2002 - 2004
Skills
Strategy, Cross-functional Team..., Leadership, Program Management, Management, Business Analysis, Marketing, Financial Services, Competitive Analysis, Management Consulting, Product Management, Segmentation
Education
Indian Institute of Management, Bangalore 2000 — 2002
PGDM, Strategy, Finance
Portland State University 1998 — 1999
B.S., General Science, Business Administration
Bangalore University 1991 — 1994
B Sc, Mathematics, Statistics, Economics
MA Financial Planning, LLC August 2010 - Present
Ameriprise Financial Services, Inc. 2002 - August 2010
Skills
Retirement Planning, Investments, Estate Planning, Investment Strategies, Financial Goals, Financial Planners, Strategic Planning, Tax, Finance
Education
New York University 1990 — 1994
MA
Bates College
McGill University
Biochemistry
Ameriprise Financial Services, Inc. October 1991 - Present
Education
Belmont University 1988 — 1990
B.A., Finance
Motlow State Community College 1982 — 1984
Associate's Degree
Ameriprise Financial Services, Inc. 2005 - Present
Waterway 1999 - 2002
Skills
Retirement Planning
Education
The University of Kansas 2001 — 2005
B.A., Finance
Baker University 2008 — 2010
MBA, Finance
Nantucket Cottage Hospital June 2015 - Present
Nantucket Cottage Hospital October 2013 - June 2015
The Walt Disney Company January 2011 - October 2013
Ameriprise Financial Services, Inc. February 2004 - August 2010
Ameriprise Financial Services, Inc. September 2005 - August 2006
Mike Lamb, Inc April 2000 - September 2003
Mike Lamb, Inc January 1997 - April 2000
First Data Corporation January 1996 - January 1997
Skills
Financial Analysis, Team Building, Leadership, Negotiation, Retirement Planning, Management, Budgets, Strategic Planning, Sales, Business Development, Public Speaking, Insurance, Process Improvement, Finance, Business Planning, Marketing Strategy, Marketing, Small Business, Fundraising, Customer Service, Entrepreneurship, Microsoft Word, Forecasting, Investments
Education
Isenberg School of Management, UMass Amherst 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Babson College 1989 — 1993
Bachelor of Science, Finance/Investments
Ameriprise Financial Services, Inc. June 2009 - Present
UBS Wealth Management January 2008 - April 2009
Morgan Stanley January 2006 - January 2008
Gold's Gym January 2002 - January 2006
Education
Bakersfield College 1985 — 1987
2YR., Business
Management Search October 2014 - Present
Windsor Marketing Group July 2013 - August 2014
Ameriprise Financial Services, Inc. May 2009 - June 2013
Commission Junction 2005 - 2008
Education
Babson College 2001 — 2005
Bachelor's Degree, Marketing
Cathedral High School 1997 — 2001
MetLife 2013 - October 2014
Genworth Financial 2011 - 2013
Genworth Financial 2008 - 2011
Genworth 2005 - 2008
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Learning Management, Training Delivery, Sales Rep Training, Sales Management, Leadership Development, Curriculum Development, Coaching, Selling Skills, Soft Skills, Sales Leadership..., Life Insurance, Series 7, Series 24, Annuity Sales, Long Term Care Insurance, Fixed Annuities, Sales, Variable Annuities, Insurance, Leadership, Management, Financial Services, Retirement, Strategy, Long-term Care, Retirement Planning, Training
Education
Bellevue University 2015 — 2017
Bachelor’s Degree, Business Administration
University of Richmond 1998 — 2002
Business Administration and Management, General
Munich Reinsurance America, Inc. July 2014 - Present
ESPN January 2014 - Present
Fiserv March 2013 - Present
Charter Communications January 2009 - April 2012
Cognizant Technology Solutions December 2006 - January 2010
mass mutual financials October 2008 - December 2008
Thrivent Financial for Lutherans May 2008 - October 2008
Merck August 2007 - March 2008
Ameriprise Financial Services, Inc. December 2006 - July 2007
Atlantic Container Line May 2006 - December 2006
Skills
Requirements Analysis, SQL, SDLC, Testing, Quality Assurance
Education
Bangalore University 2001 — 2003
Bachelor's in Mgmt., Mgmt & Computer applications.
Ameriprise Financial Services, Inc. October 1996 - Present
Education
Baylor University 1990 — 1994
BBA, Financial Planning and Services
Nationwide Insurance July 2014 - Present
Legal & General April 2012 - July 2014
Ameriprise Financial Services, Inc. June 2007 - April 2012
Mutual of Omaha May 2004 - May 2007
Skills
Finance, Insurance, Retirement Planning, Underwriting, Microsoft Office, Long-term Care, Health Insurance, Strategic Financial..., Life Insurance, Disability Insurance, Employee Training, Microsoft Excel, Employee Benefits, Term Life Insurance, Financial Planning, Retirement
Education
Bellevue University 2001 — 2003
Master of Business Administration (MBA)
University of Nebraska-Lincoln 1992 — 1998
Bachelor of Science (BS), Apparel and Textiles
Aspire Wealth Management Corporation July 2012 - Present
Ameriprise Financial Services, Inc. June 1997 - July 2012
Skills
Retirement Planning, Asset Allocation, Financial Advisory, Protection..., Estate Planning, Wealth Management, Series 65, Business Planning
Education
Babson College 1993 — 1997
Finance & Investments
Malden Catholic High School
Ameriprise Financial Services, Inc. July 2009 - Present
Morgan Stanley January 2001 - December 2003
Merrill Lynch October 1998 - January 2000
Education
Belmont University 1991 — 1993
Business Administration, Management Information Systems
Nicholls State University 1987 — 1991
Archbishop Rummel 1984 — 1987
High School, High School
OLDP
Aflac April 2011 - Present
Aflac September 1995 - Present
Aflac October 1997 - June 2007
Ameriprise Financial Services, Inc. July 1987 - August 1995
Skills
Sales Process, Sales..., Human Resources, Public Relations, Sales Management, Customer Acquisition, Customer Service
Education
Ball State University 1971 — 1976
Bachelor of Science, Education/Coaching/Aquatics
Integrated Financial Partners November 2013 - Present
Ameriprise Financial Services, Inc. September 2006 - November 2013
Ameriprise Financial August 2007 - May 2009
Great American Restaurants August 2002 - August 2006
Education
Baldwin Wallace University 1998 — 2002
Northern Trust October 2013 - Present
Northern Trust Corporation September 2010 - October 2013
Ameriprise Financial Services, Inc. 2009 - 2010
Amy Bickers Communications 2005 - 2009
U.S. Department of State 2000 - 2004
U.S. Department of State 1998 - 2000
CNBC International 1996 - 1997
CNN 1990 - 1996
Skills
Asset Management, Asset Managment, Investments, Financial Services, Strategic Communications, Equities, Media Relations, Public Speaking, Mutual Funds, Content Development, Research, Business Development, Wealth Management, Public Relations, Project Management, Content Management, Press Releases, Editing, Nonprofits, Banking, Investor Relations
Education
The London School of Economics and Political Science (LSE) 1993 — 1994
MS, World Economy
Barnard College 1985 — 1989
BA Magna Cum Laude, English
Ameriprise Financial Services, Inc. June 2014 - Present
Zolio Inc June 2014 - September 2014
Clark University January 2014 - April 2014
Main South Community Development Corporation January 2014 - April 2014
China Zheshang Bank May 2013 - August 2013
Mingyangchangjing Law Firm June 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Research, Public Speaking, Risk Management, Corporate Finance, Microsoft Excel, PowerPoint, Strategic Planning, Legal Writing, Financial Research, Project Management, Investments, Analysis, Microsoft Word, Customer Service, English, Teaching, Budgets, Marketing, Windows, Personal Financial..., Retirement Planning
Education
Clark University 2012 — 2014
MSF, Master of Finance, 3.55
University of Southern California 2011 — 2012
Master of Laws (LLM), Business
Beijing Institute of Technology 2007 — 2011
Bachelor of Laws (LLB), General Law
Beijing Institute of Technology 2007 — 2011
Bachelor of Business Administration (B.B.A.)
University of Oxford 2009 — 2009
English Legal Systemt
Shandong University 2008 — 2009
Exchange Student, Law
Infusion Global Partners September 2015 - Present
Babson College November 2012 - Present
Ameriprise Financial Services, Inc. May 2014 - August 2015
Dow Jones September 2014 - May 2015
WiGo July 2014 - May 2015
Merrill Lynch October 2014 - January 2015
KIND October 2013 - August 2014
Pro Ambitions Hockey Inc. February 2014 - May 2014
Babson Skating Center August 2012 - May 2014
Wears Woody April 2013 - September 2013
Skills
Bloomberg, Morningstar, Thompson One, Teamwork, Start-ups, PowerPoint, Social Media, Microsoft Excel, Entrepreneurship, Financial Analysis, Marketing, Microsoft Word, Microsoft Office, Customer Service, Management, Accounting, Minitab, Ice Hockey, Public Speaking
Education
Babson College 2012 — 2016
Finance, General
new hampton school 2008 — 2011
high school diploma
Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley Smith Barney October 1993 - February 2012
Education
Barry University 1991 — 1993
Master of Business Administration (M.B.A.), Dwayne O. Andreas School of Business - Finance & Investments Focus
Florida State University 1974 — 1978
Bachelor of Arts (BA), English & Business Co-Major
Ameriprise Financial Services, Inc. August 2015 - Present
JHS Capital Advisors, LLC April 2013 - August 2015
BENNU Legal Services NFP August 2011 - November 2011
Education
Barry University
Bachelor of Business Administration (B.B.A.), Finance, General
College of Lake County
Associate of Science (A.S.), Business Management
St. Anne's High School
Capital Group Companies, American Funds August 2006 - Present
Ameriprise Financial Services, Inc. 2001 - 2006
USBank January 1998 - September 2001
Star Tribune July 1992 - December 1998
Tribune Company 1989 - 1995
South Florida Sun Sentinel 1989 - 1992
UPS 1980 - 1989
Skills
Process Improvement, Change Management, Organizational..., Operations Management, Team Building, Program Implementation, Business Strategy, Strategic Planning, Series 7, Series 24, Leadership, Strategy, Mutual Funds, Risk Management, CRM, Management, Vendor Management, Sales, Financial Services, Insurance, Business Analysis, Asset Management, Program Management, Business Process..., Executive Management, Management Consulting, Performance Management, Mergers & Acquisitions, Cross-functional Team...
Education
Barry University - Dwayne O. Andreas School of Law 1994 — 1995
MBA, Business Administration
New York Institute of Technology-Old Westbury 1978 — 1982
B.S, General Studies/ Business
Hokkien Harvest International May 2012 - Present
Ameriprise Financial Services, Inc. September 2005 - May 2012
Education
Baylor University
BA
Golden Gate Baptist Theological Seminary
Master of Divinity
Wade Financial Group January 1994 - Present
Twin Cities Film Festival 2013 - January 2015
Indy Luxury Rentals January 2014 - December 2014
MN News Network 2004 - 2006
American Express January 1993 - December 1994
Ameriprise Financial Services, Inc. October 1984 - December 1994
Skills
Value Investing, Financial Planning, Portfolio Management, Executive Management, Investments, Asset Management, Wealth Management, Retirement Planning, Strategic Financial..., Small Business, Investment Advisory, Financial Advisory, Asset Managment, Estate Planning, Fixed Annuities, Financial Planners, Mutual Funds, Financial Services, 401k, Retirement, Finance, Strategy, Investment Management, High Net Worth..., Asset Allocation, Investment Strategies, Equities, Long-term Care, Series 63
Education
Ball State University 1977 — 1981
Bachelor of Science, Communications
SOHN - School of Hard Knocks 1972 — 2014
Doctor of Philosophy (Ph.D.), Life, Pending!
Chrysler High School 1974 — 1977
Grew Up, The Usual!
Ameriprise Financial Services, Inc. February 2000 - Present
Ameriprise Financial Services, Inc. February 1987 - January 2000
Dow Chemical September 1980 - June 1985
Skills
Retirement Planning, Investments, Retirement, Estate Planning, Finance, Insurance, Employee Benefits, Management, Accounting, Tax, Series 7, Wealth Management, Strategic Financial..., Research, Asset Allocation
Education
Baldwin-Wallace College 1983 — 1985
Master of Business Administration (MBA), Finance and Financial Management Services
The Ohio State University 1976 — 1979
BSCHE, Chemical Engineering
The Ohio State University 1976 — 1979
BSCHE, Chemical Engineer
Reserve Wealth Management, LLC August 2011 - Present
LPL Financial 2011 - 2014
Ameriprise Financial Services, Inc. February 2005 - August 2011
Applied Card Systems May 2001 - September 2003
Champion Computer Solutions March 1998 - May 2001
T-Square October 1991 - March 1998
Skills
Estate Planning, Women & Money, Retirement Planning, Tax Reduction Strategies, Cash Management, Roth, Investments, Small Business..., Strategic Financial..., Asset Protection, Second Opinions, Financial Advisory, Insurance, Trusts, Investment Portfolios, 401k Rollovers, Asset Management, Long-term Care, Securities, Investment Strategies, Portfolio Management, Fixed Annuities, Tax, Second Opinion, Personal Finance, Term Life Insurance, Roth IRA, Finance, Wealth, Asset Allocation, Money, Risk Management, Small Business, Employee Benefits, Disability Insurance, Wealth Management, Mutual Funds, Equities, 401k, Asset Managment, Alternative Investments, Investment Advisory, High Net Worth..., Financial Services, Life Insurance, Retirement, Baby Boomers, Boca Raton, Delray Beach, Income
Education
City University of New York-Baruch College - Zicklin School of Business 1969 — 1971
Graduate School, Finance & Investments
Fairleigh Dickinson University 1967 — 1969
BS, Accounting
College for Financial Planning 2005 — 2006
CRPC, Financial Planning
Kaplan University 2007 — 2008
Financial Planning Certificate, Financial Planning
Morgan Stanley Wealth Management July 2013 - Present
Management Equity, LLC 2007 - Present
Ameriprise Financial Services, Inc. May 2011 - July 2013
Hantz Financial Services, Inc. 2007 - 2010
Fanz Racing/Rusty Wallace Racing, Inc. 2005 - 2007
American Speed Association, LLC 2003 - 2005
Jack Nicklaus, N+ Sports Management 1995 - 2003
Jack Nicklaus, Golden Bear International, Inc. 1990 - 1995
NFL Players Association 1979 - 1990
Skills
Marketing, Marketing Management, Mergers & Acquisitions, B2B, Integrated Marketing, Business Development, New Business Development, New Media, Marketing Strategy, Strategic Partnerships, Start-ups, Finance, Entrepreneurship, Strategic Planning
Education
University of Massachusetts, Amherst 1977 — 1979
Doctor of Philosophy (PhD), Sports Management, Exercise Science
Ball State University 1975 — 1977
MS Human Bioenergenics, Sports Medicine
Earlham College 1971 — 1975
Bachelor of Arts (B.A.)
Wayne High School 1967 — 1971
Ameriprise Financial Services, Inc. August 2013 - Present
MetLife Southern Financial Group August 2005 - August 2013
Education
Belmont University - Jack C. Massey Graduate School of Business 2006 — 2007
Certificate in Financial Planning, Financial Planning
University of Alabama 1991 — 1995
Bachelor of Science, Finance & Marketing
Ameriprise Financial Services, Inc. 2009 - Present
Merrill Lynch 1996 - 2009
CITIZENS BANK 1978 - 1996
Education
Ball State University
Ameriprise Financial Services, Inc. May 2012 - Present
Merrill Lynch December 2010 - May 2012
UBS FINANCIAL SERVICES, INC 2008 - 2010
Merrill Lynch 2007 - 2008
RYAN BECK & CO 2004 - 2007
NORTHEAST SECURITIES INC 2003 - 2004
SARATOGA CAPITAL INC 2003 - 2004
Prudential Securities, Inc. 1997 - 2003
Wells Fargo Advisors 1991 - 2003
PRUDENTIAL SECURITIES INC 1991 - 2003
Education
Cornell University 1979 — 1981
Cornell University
BS, Hotel Management
Baruch College, City University of New York (CUNY)
MBA, International Business
Yeshiva of Flatbush
Ameriprise Financial Services, Inc. November 2011 - Present
Ameriprise Financial April 2005 - November 2011
Adventist Health January 2003 - February 2005
Education
Bakersfield College
Accounting
IBM September 2015 - Present
Babson College September 2014 - May 2015
Bank of America June 2014 - August 2014
Diesel September 2013 - December 2013
Walgreens May 2013 - August 2013
Ameriprise Financial Services, Inc. November 2011 - November 2012
Lazerwear Apparel January 2012 - May 2012
Skills
Leadership, Microsoft Excel, Time Management, Team Leadership, Entrepreneurship, Customer Service, Analysis, Management, Marketing Strategy, Creative Problem Solving, Social Media, Public Speaking, Organizational..., Teamwork, Project Management, Project Planning, Business Development, Social Networking, Human Resources, Finance, Market Research, PowerPoint, Budgets, Operations Management, Microsoft Office
Education
Babson College 2010 — 2015
Bachelor of Science (B.S.), Business Analytics and Economics
University of Westminster 2013 — 2013
International Business
Ameriprise Financial Services, Inc. July 2011 - Present
Citizens Bank October 2007 - July 2011
Boston Financial Data Services 2005 - 2007
John Hancock Financial Services June 2003 - August 2005
Skills
Series 7, Series 63, Mutual Funds, Securities, FINRA, Financial Services, Investments, Uniform Combined State..., Series 6, Series 24, Fixed Annuities, Banking, 401k, Process Improvement, Management, Trading
Education
Bridgewater State University 2000 — 2002
Communications Studies, Speech Communication and Rhetoric
Becker College 1995 — 1997
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Harstad Consulting and Publishing February 2015 - July 2015
Wells Fargo Home Mortgage September 2013 - January 2015
Wells Fargo CICCT April 2012 - January 2013
Wells Fargo Trust September 2011 - January 2012
MoneyGram International March 2011 - August 2011
Wells Fargo Wholesale February 2010 - January 2011
Minnesota Real Estate Exchangers- MREE 2005 - 2011
Express Scripts June 2008 - January 2009
Ameriprise Financial Services, Inc. 2001 - 2007
State of Minnesota 2002 - 2003
Skills
Software Project..., Budgeting, Meeting Facilitation, Budgets, Strategic Planning, Workshop Facilitation, SDLC, Forecasting, Financial Variance..., Consulting, Change Management, Project Management, Integration, Process Improvement, Project Planning, Management, Business Analysis, Vendor Management, Leadership, PMP, Program Management
Education
University of Minnesota - Carlson School of Management 1982 — 1983
MBA, Finance and Investments
Bemidji State University 1975 — 1978
BS, Business Administration
St. Cloud State University 1976 — 1977
Business Administration and Management, General
Harmony High School 1968 — 1974
Diploma, General Studies
Self-employed August 2015 - Present
Red D Records and dallicious music publishing January 1972 - Present
Ameriprise Financial Services, Inc. May 1996 - July 2015
Ameriprise Financial May 1995 - July 2015
Skills
Financial Services, Retirement Planning, Series 7, Social Media, Business Intelligence, Project Management, Strategic Planning, Public Speaking, Leadership, Program Management, Event Planning, Music, Coaching, Training, Non-profits, Social Networking, Change Management, Analysis, Fundraising, Entrepreneurship, Social Media Marketing, Nonprofits, Management Consulting, Sales, Team Leadership, Small Business, Marketing, Management, Leadership Development, Strategy, Team Building, Process Improvement, Event Management, Marketing Strategy, Organizational..., Business Development, Public Relations, Marketing Communications
Education
Bemidji State University
PHS
360 Wealth Management LLC September 2015 - Present
RBC Wealth Management January 2013 - August 2015
Ameriprise Financial Services, Inc. September 2009 - December 2012
Ameriprise Financial Services, Inc. January 2007 - September 2009
Schlitterbahn Waterparks May 2000 - September 2006
Skills
Series 7, Mutual Funds, Series 63, Finance, Wealth Management, Investments, Uniform Combined State..., Retirement Planning, Investment Advisory, Financial Planning, Asset Allocation, Fixed Annuities, Insurance, Series 24, Securities, FINRA, Microsoft Office, Retirement, Estate Planning, Strategic Financial..., Leadership, Customer Service
Education
Baylor University
J.P. Morgan Asset Management September 2014 - Present
JPMorgan Chase June 2013 - September 2014
JPMorgan Chase June 2012 - June 2013
DTCC November 2011 - May 2012
MetroPlus Health Plan March 2011 - November 2011
Bank of New York Mellon, Pershing LLC June 2011 - August 2011
Ameriprise Financial Services, Inc. March 2009 - July 2009
Skills
Financial Analysis, Financial Risk, Auditing, Internal Audit, Bloomberg, Financial Modeling, Fixed Income, Equities, Corporate Finance, Derivatives, Risk Management, Investment Banking, Finance, Microsoft Excel, Bloomberg Terminal, Access, Analysis, Due Diligence, Microsoft Office, PowerPoint, Project Management, Outlook, Team Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Investments
Santa Monica College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General, 3.75
Camden Capital March 2014 - Present
TD Ameritrade October 2010 - March 2014
Ameriprise Financial Services, Inc. March 2008 - September 2009
Skills
Wealth Management, Series 7, Investment Advisory..., Asset Allocation, Tactical Asset..., Portfolio Management, Salesforce.com, Coaching, Sales, Recruiting, Individual stock..., Advanced estate planning, Structured Products, Fixed Income, Fundamental Analysis, Technical Analysis, 401k Rollovers, High Net Worth..., Retirement, Equities, IRAs, Retirement Planning, Options, Financial Advisory, ETFs, Investment Strategies, Investment Advisory, Uniform Combined State..., Investments, Mutual Funds, Series 63
Education
Barry University 2003 — 2007
Bachelor's degree, Finance, General
EY June 2015 - August 2015
NephroPlus June 2014 - August 2014
Bihoop May 2014 - July 2014
Ameriprise Financial Services, Inc. January 2014 - May 2014
PepsiCo September 2013 - December 2013
EY July 2013 - August 2013
BluClear Solutions August 2012 - April 2013
Mojostreet June 2012 - July 2012
Skills
Microsoft Office, Accounting, Management Consulting, Leadership, Management, Entrepreneurship, Public Speaking, Teamwork, Analysis
Education
Babson College 2012 — 2016
Bachelor’s Degree, Economics and Global & Regional Studies, 3.57
Chirec Public School 2010 — 2012
High School, Business/Commerce, General
University of Oxford
Summer School, International Business, A+
University of Cambridge
Summer School, Mathematics and Science, A+
Wigo, INC (Who is Going Out?) November 2014 - Present
FitBud September 2014 - Present
Cancel LLC January 2014 - Present
Ameriprise Financial Services, Inc. April 2015 - September 2015
Wellesley Country Club May 2015 - August 2015
Prove People Wrong June 2012 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Coaching, Morningstar, Minitab, Thompson One, Hockey Coaching, Entrepreneurship, Start-ups
Education
Babson College 2014 — 2018
Candidate for Bachelor of Science in Business Management, Freshman
Westwood High School 2010 — 2013
High School
Essilor August 2014 - Present
Essilor January 2013 - August 2014
Southern Methodist University December 2009 - January 2012
Young Life January 2006 - December 2010
Sherpa Management Partners December 2007 - September 2009
Peacemakers Incorporated January 2007 - December 2008
Peacemakers Incorporated January 2007 - September 2007
Brown Brothers Harriman February 2006 - February 2007
Ameriprise Financial Services, Inc. January 2006 - February 2006
American Express Financial Advisors January 2004 - February 2006
Skills
Fundraising, Event Planning, Program Management, Leadership, Non-profits, Grant Writing, Strategic Planning, Community Outreach, Training, Strategy, Public Speaking, Nonprofits, Business Development, Workshop Facilitation, Recruiting, Social Media, Time Management, Leadership Development, Marketing, Event Management, Public Relations, Customer Service, Marketing Communications, Data Analysis, Volunteer Management, Social Media Marketing, Team Building, Organizational..., Research, Program Development, Project Management, Social Networking, Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Non-Profit/Public/Organizational Management
The University of Texas at Dallas - School of Management 2011 — 2013
Master's Degree, Marketing - Branding and Analytics
Southern Methodist University 2010 — 2011
Executive Certificate in Global Systems and Sustainable Organizations
Baylor University 1999 — 2003
Bachelor's Degree, Marketing & International Business
Ameriprise Financial Services, Inc. January 2014 - Present
Key Management Group January 2014 - Present
The National Society of Collegiate Scholars November 2009 - Present
Clear Rate Communications, Inc. August 2011 - December 2013
Skills
Microsoft Office, Compliance, Strategic Consulting, Asana, Contact Manager, Group Training, Process Improvement, Management
Education
Baker College of Auburn Hills 2009 — 2014
Bachelor of Business Administration (BBA), Human Resources Management and Services
Oakland University 2008 — 2009
General Studies
Staples July 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
PT Matahari Department Store Tbk June 2013 - August 2013
AmeriCorps January 2013 - May 2013
Green River Community College August 2012 - May 2013
Skills
Microsoft Office, Teamwork, Leadership, Financial Analysis, Critical Thinking, Management Consulting, Public Speaking, Quantitative Research, Statistics, Business Case, Financial Modelling, Econometric Modeling, Economic Statistics, Political Philosophy, Minitab, PowerPoint, Strategic Planning, EViews, Research, Social Media, Time Management, Microsoft Excel, Analysis, IBM SPSS, Data Analysis
Education
Babson College 2013 — 2015
Bachelor's Degree, Finance, Analytic, 3.59
Green River Community College 2011 — 2013
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, 3.87
The Honorable Jeffrey C. Manske, Magistrate Judge for the Western District of Texas August 2015 - Present
The Carlson Law Firm 2015 - August 2015
Ameriprise Financial Services, Inc. January 2014 - April 2014
North Star Resource Group August 2013 - December 2013
Skills
Investments, Finance, Economics, Management, Microsoft Excel, Portfolio Management, International Political..., Oil/Gas, Philanthropy, Asset Allocation, Spanish-speaking, Writing, Reading Comprehension, Case Analysis, Leadership, Spanish, Public Speaking
Education
Baylor University School of Law 2014 — 2017
Juris Doctor (J.D.), Law
Southwestern University 2010 — 2014
Bachelor's Degree, Business, Economics Minor
IES Barcelona
Study Abroad, Spanish and Economics
Portsmouth Abbey School
Diploma, Regular/General High School/Secondary Diploma Program
Ameriprise Financial Services, Inc. April 2001 - Present
Education
Barry University
Bachelor's degree, Accounting and Finance
South Broward High School
Optum November 2007 - Present
Ameriprise Financial Services, Inc. December 2000 - April 2007
American Express Financial Advisors July 1996 - December 2000
Hedberg Broadcasting May 1989 - March 1996
Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Data Entry, Account Management, Building Relationships, Radio Broadcasting, Management, Radio Advertising, Voice Over, Copywriting, Mutual Funds, Investments, Retirement Services, 401k, Administrative Office..., Qualified Retirement..., Insurance, Healthcare
Education
Bemidji State University 1983 — 1986
Bachelor of Science (BS), Mass Communication/Media Studies
Concordia College 1982 — 1983
Music Education and Mass Communications
American Express March 2014 - Present
American Express July 2012 - March 2014
Ameriprise Financial Services, Inc. September 2005 - July 2010
Skills
Client management, Sales, Marketing Strategy, Business Development, Business Strategy, Financial Advisory, Investment Management, Product Marketing, Banking, Portfolio Management, CRM, Finance, Strategy
Education
NYU Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Finance and Marketing
Bates College 2001 — 2005
Bachelor of Arts (BA), Political Science and Economics
Ameriprise Financial Services, Inc. August 2009 - September 2013
Ameriprise Financial Services, Inc. September 2005 - August 2009
Skills
Corporate Finance, Cash Management, Leadership, Cash Flow, Microsoft Excel, Lotus Notes, Management, Microsoft Word, PowerPoint, Cash Flow Forecasting, Accounting, Financial Analysis
Education
Bemidji State University
BS, Business Administration
Sprenger Health Care Systems 2010 - Present
PartsSource Inc. 2009 - 2010
Principal Financial Group 2007 - 2009
Oswald Companies 2007 - 2007
Ameriprise Financial Services, Inc. 2005 - 2007
Skills
Leadership, Business Development, Finance, Team Building, Customer Service, Hospitals, Public Speaking, Process Improvement, Strategic Planning, Management, Strategic Financial..., Event Planning, Healthcare
Education
Case Western Reserve University
Lean Six Sigma Green Belt Certification
Baldwin-Wallace College
MBA, International Management
Ohio Northern University
BSBA, Accounting
Jefferies May 2015 - Present
VTB July 2014 - August 2014
Ameriprise Financial Services, Inc. January 2014 - July 2014
Skills
Financial Analysis, Management, Project Management, Bloomberg Terminal, Bloomberg, @Risk, Palisades Decision Tools, Research, Capital IQ, Thompson One, Public Speaking, Microsoft Office, Microsoft Excel, Financial Modeling, Access, Risk Management
Education
Babson College 2012 — 2016
Bachelor's degree, Finance, General
Peddie School 2009 — 2012
High School
Ameriprise Financial Services, Inc. February 2014 - June 2015
American Express September 1998 - January 2014
Ocwen Financial Corporation - US 1997 - 1999
VISA (Latin American & Caribbean HO) 1995 - 1997
Bahrain National Insurance Co. ME 1991 - 1994
Price Waterhouse 1989 - 1991
Rockwell International 1986 - 1989
Education
Nova Southeastern University
MS, Leadership
Nova Southeastern University
Master of Business Administration (MBA)
Stanford University
Strategic Project Management
Barry University
BS, Physics and Info. Technology
Ameriprise Financial Services, Inc. 2011 - Present
Merrill Lynch 1997 - 2011
Lew Lieberbaum & Company Inc 1994 - 1997
Education
Baruch College
BBA, Finance, Accounting & Marketing
First Allied Securities November 2009 - Present
Levis Planning September 1999 - Present
Citi December 2002 - November 2009
Ameriprise Financial Services, Inc. May 1999 - November 2001
Skills
Investment Planning, Retirement Planning, Equities, Investments, Mutual Funds, Finance, Wealth Management, Series 7, Portfolio Management, Investment Advisory, Strategic Financial..., Securities, Investment Strategies
Education
City University of New York-Baruch College 1993 — 1996
Bachelor of Business Administration (BBA), International Business
Coats Financial Planning June 2010 - Present
Ameriprise Financial Services, Inc. April 2009 - August 2009
Skills
Estate Planning, Financial Planning, Retirement Planning, income tax planning, Investments, Portfolio Management, Investment Advisory, Strategic Financial..., Financial Planners, Income Tax, Financial Advisory, Insurance, Finance, Microsoft Office, Employee Benefits, Financial Goals
Education
Bellarmine University 2010 — 2011
Accelerated Executive Certificate, Financial Planning
University of Louisville 2006 — 2010
Bachelor of Science in Business Administration, Finance
Owensboro Catholic High School 2002 — 2006
Ameriprise Financial Services, Inc. January 1981 - Present
Education
Belhaven University
Bachelor’s Degree, History, Science, and Secondary Education
Optum Health (United Health Group) January 2014 - April 2014
Best Buy 2013 - 2013
Prime Therapeutics 2012 - 2013
Ameriprise Financial September 2011 - January 2012
Capella University June 2011 - September 2011
Target November 2010 - May 2011
Wells Fargo July 2009 - September 2010
Medtronic December 2007 - June 2009
Boston Scientific June 2007 - November 2007
Ameriprise Financial Services, Inc. June 2006 - June 2007
Skills
Retail, Healthcare, Logistics, Airlines, Supply Chain, Warehousing, Inventory Management, Supply Chain Management, Flight Operations, ERP, Healthcare IT, Stores, Customer Relations, Customer Service, Government, Software Documentation, Change Management, Healthcare Information..., Process Improvement, Business Analysis, Visio, SharePoint, Requirements Gathering, SDLC, Vendor Management, Testing, Business Requirements, Leadership, Business Process, Requirements Analysis, Business Process..., Flights, Program Management, MS Project, Integration, CRM, Agile Methodologies, PMO, Project Management, Agile Project Management, Software Development, Project Planning, Management, Quality Assurance, Analysis, Data Warehousing, Resource Management, Strategy, Training, PMP
Education
University of Minnesota-Twin Cities 1984 — 1986
Doctor of Arts
Wichita State University 1978 — 1980
Master of Arts, Music
Bemidji State University 1974 — 1978
Bachelor of Science, Music Education
Ameriprise Financial Services, Inc. July 1998 - Present
Education
Bemidji State University 1995 — 1998
B.S., Accounting and Business Administration
Mt. Iron High School
Ameriprise Financial Services, Inc. January 2011 - Present
Best Buy September 2006 - January 2011
BioScrip 2004 - 2006
Carlson Marketing Group 2003 - 2004
UnitedHealth Group 2001 - 2002
US Bank 1999 - 2001
US Bank 1994 - 1999
Land O'Lakes 1992 - 1994
Skills
Portfolio Management, Multi-channel Marketing, Loyalty Marketing, Segmentation, Direct Marketing, Marketing Strategy, Marketing Management, Cross-functional Team..., P&L Management, Relationship Marketing, Customer Insight, B2B, Customer Retention, Product Development, Strategy Development, Pricing, Strategic Planning, Integrated Marketing, Product Management, B2B Marketing, Database Marketing, Email Marketing, Retail, Marketing Communications, Customer Acquisition, Budget Management, Product Marketing, Business Strategy, Account Management, Brand Development, Leadership, Advertising, Marketing, Strategy, Strategic Partnerships, CRM, Brand Management, Analytics, Competitive Analysis, Team Leadership, Lead Generation, Marketing Research, Digital Marketing, Financial Services, E-commerce, Market Planning, Market Research, Online Marketing, Interactive Marketing, Mobile Marketing
Education
Bemidji State University
BS, Business Administration
University of Minnesota - Carlson School of Management
MBA, Marketing
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - April 2013
Ameriprise Financial March 2008 - October 2012
American Express Financial Advisors / Ameriprise Financial June 2004 - March 2008
JPMorgan Chase May 2003 - May 2004
Intellinex (Ernst & Young e-learning) April 2002 - April 2003
Skills
Risk Management, Business Analysis, Process Improvement, Project Management, Program Management, Change Management, Financial Services, Leadership, Large Budget Management, Strategic Planning, Cross-functional Team..., Banking, Business Strategy, SDLC, Strategy, PMO, Business Process..., Strategic Financial..., IT Strategy, Project Portfolio..., Business Continuity, Disaster Recovery
Education
Baldwin-Wallace College 1999 — 2003
Bachelor of Science (BS), Computer Science
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. April 2011 - September 2014
Metro Omaha Builders Association June 2007 - August 2010
Mutual of Omaha April 2007 - June 2007
MediFit Corporate Services October 2002 - March 2007
Skills
Fitness, Personal Training, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, Series 7, Series 66
Education
Bellevue University 2004 — 2007
MBA
University of Nebraska at Omaha 1999 — 2002
BS, Exercise Science
Schwab Institutional June 2012 - July 2015
United States Marine Corps November 2005 - November 2013
Eaton Vance February 2007 - June 2012
Ameriprise Financial Services, Inc. March 2000 - June 2006
Skills
Series 7, Series 66, ETFs, 401k, Financial Services, Financial Modeling, Uniform Combined State..., Securities, Series 63, Fixed Income, Strategic Financial..., Alternative Investments, Separately Managed..., Asset Allocation, Wealth Management, Financial Analysis, Portfolio Management, Capital Markets, Estate Planning, Investment Management, Bloomberg, Relationship Management, Hedge Funds, Asset Management, Series 24, FINRA, Life Insurance, Trading, Retirement, Series 6, Risk Management, Mutual Funds, IRAs, Financial Advisory, Retirement Planning, Equities, Investments, Finance, Investment Strategies, Investment Advisory, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2012
Master's degree, Business Administration and Management, General
Saint Anselm College 1996 — 2000
Bachelor of Arts (B.A.), Finance, General
Colonial Bank October 2008 - Present
Ameriprise Financial Services, Inc. January 2005 - October 2008
Norwegian Cruise Lines 2003 - 2004
Norwegian Cruise Lines 2000 - 2003
Steiner Leisure Limited 1996 - 2000
Education
Barry University 1991 — 1994
Ameriprise Financial Services, Inc. 2013 - Present
Indiana Trust Company July 2000 - April 2012
Education
Ball State University - College of Business
Northwestern Trust School
ROBERT REINERT - RIA June 2014 - Present
Ameriprise Financial Services, Inc. 2012 - 2015
Robert Reinert & Company January 1994 - June 2014
ROBERT REINERT, CPA CONSULTING January 1992 - December 1994
THE FARR COMPANIES (REAL ESTATE) January 1986 - December 1990
CONTEL SERVICE CORPORATION January 1984 - December 1986
BUCHANAN AND COMPANY CPA'S January 1982 - December 1984
NATIONAL CITY BANK January 1978 - January 1982
FOUR MEMBER POP BAND "COVENTRY" January 1972 - December 1980
Skills
Accounting, Tax, Tax Preparation, Small Business, Finance, Financial Statements, Start-ups, Auditing, Mergers & Acquisitions, Bookkeeping, General Ledger, Analysis, Nonprofits, Tax Returns, Management Consulting, CPA, Management, Cash Flow, QuickBooks, Financial Reporting, Financial Analysis, Budgets, Financial Planners, Real Estate, Financial Planning, Executive Management, Income Tax, Corporate Tax, Payroll, Sales Tax, Singer-songwriter
Education
Baldwin Wallace University 1978 — 1980
Bachelor of Arts (B.A.), Accounting and Finance
Kent State University 1969 — 1971
None, Accounting major and a Music minor, Bachelor's program
Ohio University 1967 — 1969
None, Architecture
IBM September 2014 - Present
Emergent Professional Resources L.P. (EPR) April 2014 - September 2014
National Oilwell Varco April 2007 - April 2014
Resources Connection September 2005 - April 2007
Ameriprise Financial Services, Inc. April 2005 - September 2005
Resources Global Professionals June 2004 - April 2005
Philips Service Co March 2001 - October 2003
Enterprise Rent-A-Car August 2000 - February 2001
DST Systems June 1995 - May 2000
Skills
ERP, Business Analysis, JD Edwards, Business Process..., Integration, Sarbanes-Oxley Act, Management Consulting, Business Intelligence, IT Strategy, Vendor Management, PeopleSoft, Requirements Analysis, Business Process, Process Improvement, Oracle E-Business Suite, Project Management, Change Management, IT Management, MS Project, Visio, Accounting, Accounts Payable, Procurement, Consulting
Education
Baker University 1996 — 1999
Masters, Management
University of Central Missouri 1990 — 1991
NA, Accounting
Southwest High School 1986 — 1990
UnitedHealth Group November 2011 - Present
Ameriprise Financial Services, Inc. July 2011 - November 2011
Medtronic October 2009 - May 2011
Ameriprise Financial 2007 - 2009
MetLife 2005 - 2007
Accenture Technology Solutions 2003 - 2005
GE IT Solutions and Ness Technologies 2001 - 2003
Wipro Technologies 1999 - 2001
BFL Software 1997 - 1999
Skills
Technology Management, Program Management, Healthcare, SDLC, Insurance, Enterprise Architecture, Data Warehousing, Vendor Management, Integration, Software Portfolio..., BIG Data, Hadoop-..., Enterprise Software, Cloud Computing, Oracle, Process Improvement, Strategy, Project Management, Change Management, Unix, Software Product..., Web Services, Business Intelligence, Business Process, Business Analysis, Requirements Analysis, Management, Consulting, IT Strategy
Education
University of St. Thomas 2013 — 2013
Mini MBA, Health Care Management
Six Sigma 2009 — 2010
NA, Six Sigma Black Belt
Birla Institute of Technology and Science, Pilani 2007 — 2009
MS, Software Systems
Visvesvaraya Technological University 1993 — 1997
B. E, Computer Science and Engineering
Bangalore University 1990 — 1992
Diploma (D C.sc and E), Computer Science and Engineering
PMI - PMP
PMP #1367995
Upstream Investment Partners, LLC December 2013 - Present
Ameriprise Financial Services, Inc. January 2008 - December 2013
Skills
Retirement Planning, Investments
Education
Ball State University
Master of Business Administration (M.B.A.), Finance and Economics
Ameriprise Financial Services, Inc. November 2014 - Present
Americans Overseas Domestic Violence Crisis Center January 2013 - May 2015
Axiom September 2012 - October 2014
Bingham McCutchen February 2008 - July 2012
Skills
Legal Research, Corporate Law, Litigation, Legal Writing, Family Law, Corporate Governance, Private Equity, Legal Assistance, Property Law, Patent Litigation
Education
New England Law Boston 2000 — 2004
JD, Law
Beloit College 1995 — 1999
Bachelor of Arts (B.A.), Anthropology
IBM Global Process Services June 2012 - Present
Ameriprise Financial January 1979 - October 2011
American Express Financial Advisors 1979 - 2011
Ameriprise Financial Services, Inc. January 1979 - 1991
Skills
JCL, IBM Mainframe, TSO, VSAM, Xpediter, COBOL, Testing, WebSphere MQ, CICS, z/OS, Mainframe, MVS, Batch Processing, Software Documentation, IMS DB/DC, Fileaid, Requirements Analysis, SDLC, IBM Utilities
Education
Bemidji State University 1974 — 1978
bs, Accounting and Business/Management
Thomas M. Dryden, P.L. April 2012 - Present
Ameriprise Financial Services, Inc. August 2011 - March 2012
Smith Barney May 2005 - May 2009
Smith Barney March 2001 - May 2005
Education
Barry University 1990 — 1992
Master of Arts (M.A.), Communications Media
Sacred Heart University, Puerto Rico 1986 — 1989
Bachelor of Arts (B.A.), Advertising
Ameriprise Financial January 2011 - Present
Ameriprise Financial January 2008 - January 2011
Ameriprise Financial Services, Inc. 1996 - 2009
Skills
Enterprise Architecture, Microsoft Office, Software Project..., Business Analysis, SDLC, SOA, Management, Requirements Analysis, Strategic Planning, Process Improvement, IT Strategy, Vendor Management, Project Management, Requirements Gathering, Integration
Education
Bangalore University 1988 — 1992
Bachelor of Engineering
ActiFi June 2014 - August 2014
Infosys August 2012 - August 2013
Infosys Technologies August 2008 - August 2012
Ameriprise Financial Services, Inc. 2012 - 2012
Infosys August 2005 - August 2008
Infosys August 2002 - August 2005
Ameriprise Financial Services, Inc. 2002 - 2003
Infosys July 1999 - August 2002
Skills
Project Management, PMP, Global Delivery, Enterprise Architecture, Requirements Gathering, Software Project..., SDLC, Requirements Analysis, IT Service Management, Integration
Education
University of St. Thomas 2013 — 2015
Master of Business Administration (MBA)
Symbiosis Center for Distance Learning 2009 — 2012
Post Graduate Diploma in Business Administration, Finance, General
Banaras Hindu University 1995 — 1999
B. Technology, Chemical Engineering
BBR Partners June 2012 - Present
BBR Partners September 2009 - June 2012
Ameriprise Financial Services, Inc. July 2008 - August 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
Brandeis University 2004 — 2008
B.A., Economics, Business, American Studies
Private Client Advisor--J.P. Morgan Chase Bank, N.A. September 2009 - Present
Ameriprise Financial Services, Inc. September 2006 - September 2009
E J Residual LLC May 2003 - September 2006
Education
Indiana University-Purdue University at Indianapolis 2001 — 2003
Cardiophysiology
Ball State University 1996 — 2000
Exercise Physiology/Investment Management
Winchester Community High School 1992 — 1996
HS Diploma, general
Ameriprise Financial Services, Inc. January 2014 - Present
Sewell Automotive Companies December 2009 - July 2013
Nortel July 2007 - August 2009
Baylor University August 2005 - June 2007
Education
Baylor University 2005 — 2007
Masters of Arts, Communications
Baylor University 2003 — 2005
Bachelor's Degree, Telecommunications
Broken Arrow High School
University of Oklahoma
Ameriprise Financial Services, Inc. August 2014 - Present
Symphony Financial Services-Securties offered through LPL Financial FINRA/SIPC Member June 2009 - July 2014
UBS Wealth Management 2003 - 2006
Amerprise Financial 2003 - 2005
nash finch 2000 - 2002
Giant Eagle 1998 - 2000
Purity Wholesale Grocers 1994 - 1997
Fleming Foods 1990 - 1994
Grocer Supply 1981 - 1990
Education
John Carroll University 2005 — 2006
Certified Financial Planning
Baldwin Wallace University 1970 — 1975
Byzantine Catholic h.S.
case western reserve
Portland General Electric July 2014 - December 2014
Expedia, Inc. March 2013 - June 2014
Alaska Airlines April 2012 - February 2013
Seattle Cancer Care Alliance July 2011 - 2012
Swedish Medical Center February 2010 - June 2011
KiaserPermnate April 2008 - April 2009
Ameriprise Financial Services, Inc. August 2007 - February 2008
Ameriquest Mortgage-ACC Capital Holdings May 2006 - May 2007
Community Hospital of Northwest Indiana inc March 2004 - March 2006
USI April 2003 - March 2004
Skills
nVision, PeopleSoft, GL, ERP, Crystal Reports, Requirements Gathering, Business Analysis, Financials, Oracle E-Business Suite, PeopleTools, Requirements Analysis, Process Improvement, SDLC, SQR, Business Process, Business Intelligence, PeopleCode, Oracle, SQL, Integration
Education
Institute of Company Secretaries of India 1985 — 1990
Associate Member of the Institute, Accounting, Finance, Taxation, Company Law
V R Law Collge Nellore 1985 — 1988
Bachelor of Laws (LL.B.)
S G S Arts College Tirupati 1982 — 1985
B.Com, Accounting and Finance
Bellevue College
Project Management Certifications, Project Management
Ameriprise Financial Services, Inc. July 1986 - Present
Education
Ball State University - College of Business 1965 — 1969
BS, Business Education
Ameriprise Financial, Inc. May 2010 - Present
Compassion International 1993 - Present
Thrivent Financial for Lutherans July 2008 - April 2010
Ameriprise Financial Services, Inc. March 2003 - June 2008
Ameriprise Financial June 1999 - March 2003
Skills
Finra Series 7, 9, 10,..., Leadership, Series 7, Series 24, Equities, Mutual Funds, Investments, FINRA, Investment Advisory, Financial Services, Risk Management, Sales, Licensing, AML, Finance, Relationship Management, Fixed Annuities, Call Centers, Securities, Insurance
Education
Bethel Seminary-St. Paul 1990 — 1991
Bemidji State University
Bachelor of Science, Business Administration-Finance
Infosys May 2006 - Present
Ameriprise Financial Services, Inc. July 2010 - March 2013
Skills
.NET, C#, VB.NET, ASP.NET, ASP.NET AJAX, JavaScript, WCF, Web Services, Infragistics, Silverlight, WPF, SQL, WinForms, XML, XSLT, HTML, Crystal Reports, Design Patterns, Software Engineering, High Analytical Skills, Trading Systems, LVTS, Visual Studio, SSIS
Education
Banaras Hindu University 2002 — 2006
B.Tech, Mechanical Engineering
Ameriprise Financial Services, Inc. April 1996 - Present
Education
Baruch College, City University of New York (CUNY) 1984 — 1988
McCarthy & Cox Retirement & Estate Specialists, LLC September 2009 - Present
Ameriprise Financial Services, Inc. October 2006 - September 2009
Skills
Retirement Planning, Series 7, Strategic Financial..., Retirement, Wealth Management, Investments, Saving for Education, Mutual Funds, Uniform Combined State..., Asset Allocation, Investment Advisory, Fixed Annuities, Financial Advisory, 401k Rollovers, Portfolio Management, Financial Analysis, Estate Planning, Securities, IRAs, Certified Financial...
Education
Ball State University - College of Business 2002 — 2006
B.S., Business Administration
Delaware Christian School 2000 — 2002
High School Diploma
Citi September 2014 - Present
Ameriprise Financial Services, Inc. October 2013 - September 2014
Morgan Stanley January 2008 - October 2013
Merrill Lynch January 2006 - December 2007
Skills
Series 7, Equities, Financial Modeling, Investments, Portfolio Management, Wealth Management, Financial Analysis, Securities, Mutual Funds, Asset Management, Investment Advisory, Alternative Investments, Asset Allocation, Finance, Investment Strategies
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Master of Business Administration (MBA)
Queens College 2001 — 2004
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. August 2008 - Present
McCaw & Associates, A Financial Advisory Practice at Ameriprise Financial 2008 - Present
Eudora Chamber of Commerce 2000 - 2013
H & R Block Financial Advisors May 2005 - August 2008
Morgan Stanley Dean Witter July 1985 - May 2005
Education
College for Financial Planning 1990 — 1991
CFP®, Financial Planning and Services
Baker University 1970 — 1975
BA, Business, Economics, German
Ameriprise Financial Services, Inc. January 2001 - Present
AmeriQual Foods April 2000 - December 2000
RSC June 1999 - December 1999
Skills
Deferred Compensation, Retirement Planning, Training, Human Resources, Employee Relations, Recruiting, Employee Benefits, Benefits Administration, FMLA, HR Policies, Process Improvement
Education
Ball State University - College of Business 1995 — 1999
Bachelor of Science, Management
Ameriprise Financial Services, Inc. January 2003 - Present
Ameriprise Financial Services, Inc. June 1987 - December 2002
Manufacturers Hanover Trust June 1976 - June 1986
Education
College for Financial Planning 1982 — 1987
Certified Financial Planner Certification, Financial Planning
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1974 — 1975
Barnard College 1970 — 1974
Bachelor of Arts (B.A.), Cultural Anthropology
Delaware Investments September 2013 - Present
Invesco Ltd. November 1999 - September 2013
Ameriprise Financial Services, Inc. May 1997 - November 1999
Skills
Mutual Funds, ETFs, Series 63, Alternative Investments, Series 7, SMA's
Education
Baylor University
BBA, Economics, Statistics
Tremor Video July 2013 - Present
EVO Platinum Services Group January 2013 - July 2013
Alpha Media Publishing, Inc. July 2010 - January 2013
Ameriprise Financial Services, Inc. April 2006 - July 2010
Skills
Accounting, Financial Reporting, QuickBooks, Budgets, Microsoft Excel, Forecasting, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Fixed Assets
Education
Baruch College 2010 — 2012
Master of Science (M.S.), Accounting
Long Island University, C.W. Post Campus 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Malverne School District July 2013 - Present
Stony Brook University January 2010 - Present
JPMorgan Chase August 2006 - December 2009
Ameriprise Financial Services, Inc. November 2003 - July 2006
Skills
Public Speaking, Matlab, PowerPoint, Research, Microsoft Office, Microsoft Word, Teamwork, Team Leadership, Statistics, Social Media, Higher Education, Leadership, Microsoft Excel
Education
Stony Brook University 1999 — 2012
Master's degree, History- Teaching
Baruch College, City University of New York (CUNY)
Ameriprise Financial Services, Inc. November 2006 - Present
Education
Barry University 2012 — 2015
Bachelor of Science (BS), Administration with a Personal Financial Planning Specialization
Ameriprise Financial Services, Inc. February 2008 - Present
American Express Financial Advisors Inc. June 1999 - February 2008
Education
Penn State University 1991 — 1992
Master of Arts, Humanities
Barnard College 1967 — 1969
Bachelor of Science, Englisht, History
Ameriprise Financial Services, Inc. September 2011 - April 2014
The Minnesota Project 2014 - 2014
The Minnesota Project 2014 - 2014
Skills
Creative Writing, Editing, Research, Public Speaking, Social Media, Nonprofits, Event Management, Fundraising, Community Outreach, Microsoft Word, Volunteer Management, Teaching, Grant Writing, Proofreading, Blogging, Event Planning, Social Networking, Curriculum Design, Microsoft Office, Social Media Marketing, Higher Education, Marketing Communications
Education
Beloit College 1996 — 2000
Bachelor of Arts (B.A.), Creative Writing
Totino-Grace High School 1992 — 1996
Baptist Convention of New England May 2007 - Present
Ameriprise Financial Services, Inc. October 1991 - October 2002
Education
Texas Christian University 1967 — 1968
Master of Education (M.Ed.), Guidance & Counseling
Baylor University
Bachelor of Science (B.S.), Home Economics
Baylor University
Bachelor's degree, HomeEconomics Education
Ameriprise Financial Services, Inc. May 2012 - Present
Skills
Organization, Time Management, Financial Accounting, Team Leadership
Education
Baylor University 2010 — 2015
Doterra Essential Oils May 2015 - Present
Saganing Eagles Landing Casino February 2014 - Present
Ameriprise Financial Services, Inc. January 2013 - November 2013
American Signature Inc. June 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Budgets, Time Management, Teamwork, Retail, Social Media, Marketing
Education
Baker College of Owosso 2006 — 2011
Bachelor's Degree, Interior Design
Ameriprise Financial Services, Inc. September 1997 - Present
Education
Baruch College
Master of Business Administration (MBA), Business Administration and Management, General
Ameriprise Financial Services, Inc. May 2012 - Present
CenturyLink February 2010 - May 2012
Seagate Technology April 2000 - January 2009
Skills
Administrative..., Lotus Notes, Outlook, Spreadsheets, Microsoft Excel, Access, Office Management, Visio, PeopleSoft, Calendaring, PowerPoint, Travel Arrangements, Insurance, Microsoft Word, Microsoft Office
Education
Bellevue University 1983 — 1984
Creighton University 1981 — 1983
Bachelor of Business Administration (BBA), Business Administration and Management, General