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
Jim Mills, AAMS Jim Mills, AAMS San Antonio, Texas Area Details
Jim Mills, AAMS's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Branch Manager/ Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2014 - Present
IPI  October 2013 - November 2014
Edward Jones  July 1990 - September 2013

Education
Texas Tech University   1981 — 1985
BBA Finance, Portfolio Management/ Banking

Texas Tech University - Rawls College of Business   1981 — 1985
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law

Jonathan Salvato, CRPC® Jonathan Salvato, CRPC® Houston, Texas Area Details
Jonathan Salvato, CRPC®'s Ameriprise Financial Services, Inc. Experience 2003 - 2006
Job Financial Advisor
Industry Financial Services
Experience
Asset Management Advisors   September 2014 - Present
Vestis Advisors, LLC   October 2009 - September 2014
Charles Schwab & Co.   March 2006 - October 2009
Ameriprise Financial Services, Inc.   2003 - 2006

Skills
Chartered Retirement..., Retirement Planning, Investments, Financial Advisory, Wealth Management, Investment Advisory, Investment Management, Retirement, Leadership, Due Diligence, Mutual Funds, Management, Options, Investment Strategies, Portfolio Management, Finance, Financial Analysis, Strategy

Education
Texas A&M University   1998 — 2002
BS, Agriculture Development

Callie Caraballo Callie Caraballo Orlando, Florida Area Details
Callie Caraballo's Ameriprise Financial Services, Inc. Experience August 2007 - December 2008
Job Registered Diagnostic Medical Sonographer at True Life Choice, Inc.
Industry Hospital & Health Care
Experience
True Life Choice, Inc.   January 2014 - Present
Orlando Health  July 2013 - Present
Ameriprise Financial Services, Inc.   August 2007 - December 2008
Beau Rivage  2005 - 2007

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Healthcare, Teamwork, Diagnostic Ultrasound, Medical Procedures, Medical Manager, Thyroid, PACS, Managerial Skills, Patient Safety, Direct Patient Care, Sonography, Cpr Certified, Pregnancy, Microsoft Office, Hospitality, Social Media, English, Time Management, Hotels, Hospitality Industry, Bloodborne Pathogens..., Medical Ultrasound, Informed Consent, Obstetrics, McKesson PACS, Liver Disease, Renal, Prenatal Care, Gallbladder, Pancreas, Abdominal Imaging, Gynecology, Quality Patient Care, Radiology, Interventional Radiology, CPR Certified

Education
Valencia Community College   2010 — 2013
Associate of Science (A.S.), Diagnostic Medical Sonography/Sonographer and Ultrasound Technician, Senior

Valencia Community College   2010 — 2012
Associate of Arts (A.A.), General Studies

Texas Tech University   2004 — 2005

Julie Tidholm Julie Tidholm Houston, Texas Details
Julie Tidholm's Ameriprise Financial Services, Inc. Experience July 2013 - October 2014
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2013 - October 2014
Ameriprise Financial Services, Inc.   January 2012 - July 2013

Skills
Outlook, Microsoft Excel, PowerPoint, Insurance, Customer Service, Microsoft Office, Microsoft Word, Data Entry, Investments, Mutual Funds, Series 7, Finance

Education
Texas A&M University
B.A., Finance, General

Dana Bives Dana Bives Austin, Texas Details
Dana Bives's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Bives & Associates, An Ameriprise Platinum Financial Services Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2012 - Present
Texas American Title Company  September 2007 - December 2009
Austin Texas  May 1997 - September 2007

Education
The University of Texas at Austin   1997 — 1998
History

Texas A&M University   1994 — 1997
Business & Architecture

Brock Dunn Brock Dunn San Antonio, Texas Area Details
Brock Dunn's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Financial Advising Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2013 - Present
Avant Strategic Partners, LP  May 2012 - December 2012
Farmer's Gin Co   May 2007 - April 2012
Spurs Youth Basketball League   January 2010 - March 2012

Skills
Microsoft Excel, Financial Analysis, Marketing, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Teamwork, Customer Service, Financial Reporting, Data Analysis, Research, Analysis, English, Time Management, Risk Management, Public Speaking

Education
Texas Lutheran   2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.346

Francisco Armada Francisco Armada Greater Nashville Area Details
Francisco Armada's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Franchise Field Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Ameriprise Financial Services, Inc.   March 2009 - October 2014
Ameriprise Financial Services, Inc.   January 2008 - March 2009
Ameriprise Financial Services, Inc.   March 2005 - January 2008
Ameriprise Financial Services, Inc.   February 2002 - March 2005

Skills
Recruiting, Financial Services, Wealth Management, Finance, Talent Acquisition, Training, Financial Advisory, CRM, Human Resources, Financial Planners, Series 7, Mutual Funds, Strategic Financial..., Retirement Planning, Retirement, Financial Planning

Education
Texas A&M University   1994 — 1998

Jack Grimes Jack Grimes Austin, Texas Area Details
Jack Grimes's Ameriprise Financial Services, Inc. Experience April 2002 - March 2009
Job Problem Solver
Industry Apparel & Fashion
Experience
?????????????????   April 2009 - Present
Ameriprise Financial Services, Inc.   April 2002 - March 2009
American Express  May 1999 - February 2002
US Army  June 1990 - August 1994

Education
Southwest Texas State University   1996 — 1998
Business, History

Tyler Junior College   1988 — 1990
General Studies/ History

Micah Porter Micah Porter Austin, Texas Details
Micah Porter's Ameriprise Financial Services, Inc. Experience 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2008 - Present
Manatron  October 2007 - May 2008
Thrivent Financial for Lutherans  July 2007 - October 2007

Skills
Microsoft Excel, Microsoft Word, Organization, Efficiency, Social Media, Records Management, Analysis, Data, Mathematics, Customer Satisfaction, Problem Analysis, Problem Solving, Creative Strategy, Outlook, Microsoft Office, Series 7, Series 65, Budgets, Budget Monitoring, PowerPoint, Asset Allocation, Retirement, Series 63, Fixed Annuities, Software Documentation

Education
Texas State University-San Marcos   2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General

Dweeta BasuThakur Dweeta BasuThakur Collegeville, Pennsylvania Details
Dweeta BasuThakur's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Client Services Coordinator at Ameriprise Financial Services, Inc.
Industry Hospital & Health Care
Experience
Ameriprise Financial Services, Inc.   June 2013 - Present
Acro Pharmaceutical Services  November 2012 - Present
Foley Modeling Agency   June 2012 - Present
Tandava Dance Academy   June 2009 - Present
Pegasus Software Ltd   June 2007 - Present
Independence Blue Cross  June 2011 - June 2012

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

Education
Temple University - Fox School of Business and Management   2008 — 2012
Bachelor's degree, International Business Administration & Finance

Temple University   2007 — 2012

Jessica Szopinski Jessica Szopinski Dallas/Fort Worth Area Details
Jessica Szopinski's Ameriprise Financial Services, Inc. Experience May 2008 - June 2010
Job Operations Engineer at Lockheed Martin
Industry Logistics and Supply Chain
Experience
Lockheed Martin  March 2015 - Present
Lockheed Martin  June 2010 - March 2015
Ameriprise Financial Services, Inc.   May 2008 - June 2010
Sunbelt Powersports   January 2007 - June 2010

Education
Texas Christian University - M.J. Neeley School of Business   2006 — 2010
BBA, Finance and Supply & Value Chain Management

Stacy L. Crews Stacy L. Crews Houston, Texas Details
Stacy L. Crews's Ameriprise Financial Services, Inc. Experience October 1999 - Present
Job CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1999 - Present

Education
Texas State University
BBA in Finance, earned CFP from Rice, Finance

Jason Doll Jason Doll Greater Minneapolis-St. Paul Area Details
Jason Doll's Ameriprise Financial Services, Inc. Experience April 2011 - April 2014
Job Corporate Recruiter (contractor) at UnitedHealth Group
Industry Staffing and Recruiting
Experience
UnitedHealth Group  March 2015 - Present
Polaris Industries (through Dahl Consulting)   June 2014 - March 2015
Ameriprise Financial Services, Inc.   April 2011 - April 2014
Lawson Software  October 2010 - April 2011
OtterBase  September 2009 - September 2010
Recruiters of Minnesota  June 2008 - June 2009
Landmark Recruiting   March 2005 - June 2008
Ameriprise Financial  2001 - 2005

Skills
Customer Satisfaction, Human Resources, Leadership, Management, Recruiting, Talent Acquisition

Education
Texas Lutheran University   1994 — 1998

James Hardy, CFP®, ChFC® James Hardy, CFP®, ChFC® Greater Pittsburgh Area Details
James Hardy, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience October 2001 - Present
Job AFA at BRAUNBOSTICH & ASSOCIATES, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2001 - Present

Education
The American College
ChFC®, Chartered Financial Consultant® - Advanced Financial Planning

The American College
CFP® Certification Curriculum

University of Pittsburgh
Bachelor of Science, neuroscience

Fryeburg Academy

Brad E. Thompson Brad E. Thompson San Antonio, Texas Details
Brad E. Thompson's Ameriprise Financial Services, Inc. Experience June 2011 - November 2012
Job Vice President of Investments at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC  November 2012 - Present
Ameriprise Financial Services, Inc.   June 2011 - November 2012
Investment Professionals, Inc.   1996 - 2011
JBS  1990 - 1992

Skills
Asset Allocation, Retirement Planning, Investments, Securities, Insurance, Finance, Financial Advisory, FINRA, Wealth, Tax, Wealth Management, Series 7, Strategic Financial..., Investment Advisory, Mutual Funds, Fixed Annuities, Retirement, Asset Management, Series 63, Portfolio Management, Investment Strategies

Education
Incarnate Word   1977 — 1979

Cullen Jr High

Texas Tech University

Marc Marquez, MBA, RICP® Marc Marquez, MBA, RICP® Houston, Texas Area Details
Marc Marquez, MBA, RICP®'s Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Financial Advisor, Financial Planning & Retirement Income Specialist
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2015 - Present
Escayg and Associates, Ameriprise Financial Services, Inc.   January 2013 - January 2015
Ameriprise Financial  November 2009 - December 2012
Ameriprise Financial Services, Inc.   September 2006 - November 2009
JP Morgan Chase / JP Morgan Chase Private Bank   February 2002 - September 2006
American Express  September 2000 - February 2002
U.S. Air Force   September 1993 - September 1997

Education
The American College   2014 — 2015
Retirement Income Certified Professional Designation

Madison University   2003 — 2005
Masters, Business Administration

Kaplan College   2003 — 2003
Certificate of Wealth Management Specialist™, Financial Planning and Services

ROYTEC   1990 — 1991
Certificate of Completion, Introduction to Business and Technology

Holy Cross College, Arima, Trinidad   1985 — 1990
Caribbean Examinations Council Certificate, High School/Secondary Diplomas and Certificates

Donald Doungpanya Donald Doungpanya Greater San Diego Area Details
Donald Doungpanya's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Salt Capital Management
Industry Investment Management
Experience
Salt Capital Management, Inc.   2006 - Present
QA3 Financial   2006 - 2009
Ameriprise Financial Services, Inc.   2005 - 2006
American Express Financial Advisors  2003 - 2005

Skills
Business Income Planning, Wealth Management, Investment Strategies, Financial Planning, Insurance Planning, Tax Planning, Investment Advisory, Alternative Investments, Estate Planning, ETFs, Private Equity, Asset Allocation, Options, Hedge Funds, Series 7, Series 66, Series 3, Life Insurance, Health Insurance, Annuities, Section 79, Strategic Financial...

Education
University of California, San Diego
Bachelor's degree, Economics

Webster University
MBA, Finance

The American College
Financial Planning

Tony Recchia Tony Recchia Bethlehem, Pennsylvania Details
Tony Recchia's Ameriprise Financial Services, Inc. Experience June 2013 - May 2015
Job Director, Sales at Infinera
Industry Telecommunications
Experience
Infinera  May 2015 - Present
Ameriprise Financial Services, Inc.   June 2013 - May 2015
Alcatel-Lucent  1985 - 2013

Skills
Finance, Investments, Retirement, Leadership, Customer Service, Management, Strategic Planning, Marketing, Strategy

Education
Temple University   1980 — 1984
BS ME, ENGINEERING

Eric Bono Eric Bono Blue Bell, Pennsylvania Details
Eric Bono's Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Financial Planner/Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2011 - Present
Merrill Lynch  July 2008 - 2010
Merrill Lynch  February 2007 - 2009

Skills
Investments, Retirement Planning, Financial Advisory, Insurance, Marketing, Series 7, Wealth Management

Education
Temple University - Fox School of Business and Management   2002 — 2007
Bachelor of Science (BS), Economics

Rev. Lisa Aschoff Rev. Lisa Aschoff Portland, Oregon Area Details
Rev. Lisa Aschoff's Ameriprise Financial Services, Inc. Experience September 2001 - December 2010
Job HeartCentered Therapist and ordained InterSpiritual Minister
Industry Individual & Family Services
Experience
Kindred Spirits Journeys   June 2012 - Present
Coexist Celebration   November 2010 - October 2012
Ameriprise Financial Services, Inc.   September 2001 - December 2010

Skills
Non-profits, Coaching, Small Business, Public Speaking, Hypnotherapy, Addiction Recovery, Weight Loss Coaching, Budgets, Business Planning, Career Counseling, Case Management, Meditation, Mental Health, Wellness, Healing, Training, Community Outreach, Conflict Resolution, Counseling Psychology, Customer Service, Emotional Intelligence, Empathy, Energy Work, Entrepreneurship, Event Planning, Executive Coaching, Family Therapy, Fundraising, Google Groups, Leadership, Leadership Development, Life Coaching, Management, Marketing, Motivational Speaking, Organizational..., Personal Development, Project Planning, Psychology, Social Media, Public Relations, Strategic Planning, Stress Management, Teaching, Team Building, Therapists, Volunteer Management, Workshop Facilitation, Nonprofits

Education
Wellness Institute   2012 — 2014
Advanced Clinical Hypnotherapist, Marriage and Family Therapy/Counseling

Wellness Institute   2012 — 2012
Certification, Heart-centered Hypnotherapy

One Spirit Interfaith Seminary   2010 — 2012
Ordination in Interfaith Ministry, Interfaith Ministry

One Spirit Interfaith Seminary   2010 — 2012
Ordination, Interfatih/Interspiritual Studies

Texas Tech University   1970 — 1974
BA in Biology, Biology, Genetics, Psychology

Lawrence Harrison Lawrence Harrison Greater Denver Area Details
Lawrence Harrison's Ameriprise Financial Services, Inc. Experience February 2004 - July 2006
Job Broker Associate at Equity Colorado Real Estate
Industry Real Estate
Experience
Equity Colorado  October 2012 - Present
Transamerica  July 2006 - August 2010
Ameriprise Financial Services, Inc.   February 2004 - July 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Editing, Strategic Planning, Negotiation, Short Sales, Real Estate, Event Planning

Education
University of Colorado at Denver   2002 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations

Texas Woman's University   1999 — 2002
Bachelor's degree, Elementary Education and Teaching

Brad Langford Brad Langford Franklin, Tennessee Details
Brad Langford's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Finacial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2013 - Present
Langford & Associates   October 1991 - August 2013

Education
Franklin Road Academy   1972 — 1982

Tennessee Technological University

Joseph O'Connor Joseph O'Connor Houston, Texas Details
Joseph O'Connor's Ameriprise Financial Services, Inc. Experience January 2005 - August 2006
Job Financial analyst at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil  August 2006 - Present
Ameriprise Financial Services, Inc.   January 2005 - August 2006

Skills
Financial Analysis, Budgets, Leadership, Financial Modeling

Education
University of Houston, C.T. Bauer College of Business   2010 — 2012
Master of Business Administration (MBA), International Business, GPA 3.9 (4.0) overall

Texas State University-San Marcos   2000 — 2004
Bachelor of Business Administration (BBA), Finance, General, GPA 3.9 (4.0) overall

Eyal Lavie Eyal Lavie Austin, Texas Area Details
Eyal Lavie's Ameriprise Financial Services, Inc. Experience September 2005 - July 2008
Job Vice President of Business Development at CORDA Investment Management
Industry Financial Services
Experience
CORDA Investment Management   January 2014 - Present
Selavie Group LLC   December 2012 - Present
TD Ameritrade  August 2008 - September 2012
Ameriprise Financial Services, Inc.   September 2005 - July 2008
F.E Lavie Engineers Inc.   April 2003 - August 2005
Denisra   March 2002 - April 2003
Denisra International LTD   January 2001 - March 2002

Skills
Retirement Planning, Estate Planning, Series 7, Investment Advisory, Finance, Investment Strategies, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Series 63, Uniform Combined State..., Mutual Funds, Asset Allocation, Financial Analysis, ETFs, Equities, Securities, Series 65, 401k, IRAs, Series 24, Retirement, Financial Advisory, Alternative Investments, Asset Management, FINRA, Wealth Management..., Investment Management, Fixed Income

Education
Technion - Israel Institute of Technology   1996 — 2001
B.Sc, Water and Soil engineer

Russell Rosin Russell Rosin Houston, Texas Area Details
Russell Rosin's Ameriprise Financial Services, Inc. Experience September 1986 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1986 - Present

Education
Texas A&M University   1973 — 1977
Bachelor of Arts (B.A.), Business Administration and Management, General

Jennifer Yeaton, CLF® Jennifer Yeaton, CLF® Greater Chicago Area Details
Jennifer Yeaton, CLF®'s Ameriprise Financial Services, Inc. Experience October 2002 - January 2008
Job Advanced Markets Director at MetLife
Industry Financial Services
Experience
MetLife  July 2013 - Present
MetLife  August 2012 - July 2013
New England Financial  July 2009 - August 2012
Ameriprise Financial, INC  January 2008 - March 2009
Ameriprise Financial Services, Inc.   October 2002 - January 2008
Carlson Wagonlit Travel  April 2002 - October 2002
American Express  January 2000 - December 2001
American Express  January 1999 - December 1999
American Express  January 1995 - December 1998
American Express  January 1992 - December 1994

Skills
Leadership, Insurance, Life Insurance, Mutual Funds, Coaching, Business Planning, Management, Strategy, Recruiting, Training, Employee Training, Financial Services, Competitive Analysis, Marketing Strategy, Retirement Planning, Sales, Business Development, Marketing

Education
The American College   2012 — 2013
Chartered Leadership Fellow, Organizational Leadership

Arlene Wilson Arlene Wilson Greater Philadelphia Area Details
Arlene Wilson's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
Morgan Stanley Smith Barney  March 2005 - November 2011
Merrill Lynch  April 1984 - August 2002

Skills
Retirement Planning

Education
Temple University - Fox School of Business and Management

Greg Musick Greg Musick San Francisco Bay Area Details
Greg Musick's Ameriprise Financial Services, Inc. Experience August 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2001 - Present

Education
Texas A&M University   1996 — 2000
Bachelor of Business Administration

Jaclyn Castano Jaclyn Castano Dallas/Fort Worth Area Details
Jaclyn Castano's Ameriprise Financial Services, Inc. Experience 2011 - 2013
Job Mineral Management
Industry Oil & Energy
Experience
OpTeryx Mineral Management   October 2014 - Present
Bank of Texas  June 2013 - October 2014
Ameriprise Financial Services, Inc.   2011 - 2013
Wells Fargo Advisors  January 2008 - October 2011
Citi  2006 - 2006

Education
Texas Woman's University   2003 — 2006
BS, Cum Laude, Chemistry, Psychology

Frank Burdick Frank Burdick Sugar Land, Texas Details
Frank Burdick's Ameriprise Financial Services, Inc. Experience September 2007 - Present
Job Financial Advisor Vice President
Industry Financial Services
Experience
Ameriprise Financial  2009 - Present
Ameriprise Financial Services, Inc.   September 2007 - Present
AG Edwards  January 1993 - September 2007

Education
Texas A&M University   1976 — 1979

Pranoti Athani Pranoti Athani Minneapolis, Minnesota Details
Pranoti Athani's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job QA Analyst at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present

Skills
Agile Methodologies, Databases, JIRA, Java, Test Cases, SDLC, C, Git, HTML, Jenkins, Splunk

Education
Texas Tech University   2011 — 2013
Master's Degree, Managment Information Systems, 3.67

University of Pune   2007 — 2011
Bachelor's Degree, Engineering, 65%

Vincent J. Capsello, ChFC® Vincent J. Capsello, ChFC® Syracuse, New York Details
Vincent J. Capsello, ChFC®'s Ameriprise Financial Services, Inc. Experience March 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2001 - Present
Ameriprise Financial Services, Inc.   July 1996 - March 2001
Ameriprise Financial Services, Inc.   January 1986 - July 1996
Ameriprise Financial Services, Inc.   March 1982 - January 1986

Education
The American College   1989 — 1992
Chartered Financial Consultant, Financial Planning

Robert Durham Robert Durham Camp Hill, Pennsylvania Details
Robert Durham's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2011 - Present
Citizens Investment Services  2009 - 2011
Morgan Stanley  2006 - 2009
Wachovia Securities  1999 - 2006

Education
SWTSU   1977 — 1979
Bachelor of Business Administration (BBA), Finance

Texas A&M University   1973 — 1976
Bachelor of Science (BS), Biology

Jeffrey Gunder Jeffrey Gunder King Of Prussia, Pennsylvania Details
Jeffrey Gunder's Ameriprise Financial Services, Inc. Experience September 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2001 - Present
Rightime Econometrics   March 1998 - June 2001

Skills
Wealth Preservation..., Retirement Income..., Estate Planning, Investment Advisory

Education
Temple University   1995 — 1999
Bachelor of Arts (BA), Finance

Lansdale Catholic High School

Seth Huber, CFP® Seth Huber, CFP® Greater Nashville Area Details
Seth Huber, CFP®'s Ameriprise Financial Services, Inc. Experience 1999 - 2005
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   October 2007 - Present
Merrill Lynch  April 2005 - October 2007
Ameriprise Financial Services, Inc.   1999 - 2005

Education
Tennessee State University   1995 — 1998
B.S. ARTS AND SCIENCES

Aquinas college   1993 — 1996

Davidson Academy   1987 — 1993

James (Matt) Chase James (Matt) Chase Fort Worth, Texas Details
James (Matt) Chase's Ameriprise Financial Services, Inc. Experience November 2004 - August 2006
Job Branch Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  October 2014 - Present
TD Ameritrade  July 2012 - October 2014
TD Ameritrade  May 2010 - July 2012
Fidelity Investments  February 2008 - May 2010
Fidelity Investments  August 2006 - February 2008
Ameriprise Financial Services, Inc.   November 2004 - August 2006

Skills
Financial Services, Series 63, 401k, Investments, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Retirement, Series 65, Life & Health Insurance..., Series 6, Qualified Retirement..., Annuity Sales, Sales, Salesforce.com, Retirement Income..., Variable Annuities, Immediate Annuities, Guaranteed Lifetime...

Education
Texas A&M University   2000 — 2004
Bachelor of Business Administration (BBA), Finance, General

Jan Sebastian Vigar Jan Sebastian Vigar San Francisco, California Details
Jan Sebastian Vigar's Ameriprise Financial Services, Inc. Experience February 2012 - February 2012
Job IT Associate at Quorum Consulting
Industry Pharmaceuticals
Experience
Quorum Consulting  March 2012 - Present
Ameriprise Financial Services, Inc.   February 2012 - February 2012
Texas A&M University-Corpus Christi  February 2011 - December 2011
PT. Adicipta Inovasi Teknologi   February 2009 - August 2009
PT Cyberindo Aditama (CBN Internet)   June 2008 - August 2008

Skills
Microsoft Office, JavaScript, C#, VB.NET, SQL Server, Crystal Reports, Research, Visual Studio, C++, Analysis, WCF, PHP, MySQL, HTML, CSS, XML, DOM, Microsoft SQL Server, ASP.NET, Web Development, Access

Education
Texas A&M University-Corpus Christi   2009 — 2011
MBA, Business

   2005 — 2009
S.Kom, Computer Science

Merideth Murphey Merideth Murphey Dallas/Fort Worth Area Details
Merideth Murphey's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Compliance Associate at First Southwest Company
Industry Financial Services
Experience
First Southwest Company  August 2013 - Present
Mosaic Sales Solutions  October 2012 - March 2013
Ameriprise Financial Services, Inc.   May 2012 - August 2012
AXA Advisors  December 2010 - May 2012
Texas Tech Study   August 2010 - December 2010
Texas Tech's Daily Toreador   May 2010 - August 2010
Celestial Jets   August 2009 - November 2009
Kennedy & Associates  November 2008 - April 2009

Skills
Series 7, Series 63, Series 65, Spanish-speaking, Investments, Marketing, Public Relations, Retirement Planning, Advertising, Strategic Financial..., Financial Advisory, Budgets, Life Insurance, Financial Planners, Spanish, Entrepreneurship, PowerPoint, Training, Financial Modeling, Sales, Business Development, Time Management

Education
Texas Tech University   2006 — 2010
Bachelor of Arts, Public Relations, Business

Jake Dunlap Jake Dunlap Dallas/Fort Worth Area Details
Jake Dunlap's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Regional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
Ameriprise Financial Services, Inc.   2009 - July 2014
Ameriprise Financial  January 2006 - February 2009
Ameriprise Financial Advisors  July 2003 - January 2006
Ameriprise Financial Services, Inc.   September 1997 - January 2003
RB&H  June 1995 - June 1997

Skills
Leadership, Recruiting, Leadership Development, Financial Advisory, Finance, Time Management, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Advisory, Investments, Securities

Education
Texas Tech University - Rawls College of Business   1992 — 1997
BA, Finance and Economics

Danny Lee, CFP®, ChFC® Danny Lee, CFP®, ChFC® Washington D.C. Metro Area Details
Danny Lee, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience August 2006 - June 2007
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual - Reston   August 2007 - Present
Ameriprise Financial Services, Inc.   August 2006 - June 2007

Skills
Strategic Financial..., Finance, Financial Advisory, Wealth Management, Retirement Planning, Financial Planning, Investments, Retirement, Estate Planning, Securities, Disability Insurance, Financial Analysis, Financial Services, Fixed Annuities, Insurance, Life Insurance, Portfolio Management

Education
The American College   2006 — 2008
ChFC®, Financial Planning

The American College   2006 — 2008
CFP®, Financial Planning

University of Maryland College Park   2000 — 2004
B.A., Communication

Westlake

Kristen Palme Kristen Palme San Antonio, Texas Area Details
Kristen Palme's Ameriprise Financial Services, Inc. Experience October 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1999 - Present

Education
The University of Texas at Austin - The Red McCombs School of Business   2005 — 2007
MBA

Texas A&M University   1993 — 1998
BS, Biochemistry

Texas A&M University   1993 — 1998
BS, Genetics

Texas A&M University   1993 — 1998
BA, Psychology

St Stephen's Episcopal Highschool   1989 — 1993

Anthony F. Madden III Anthony F. Madden III Scranton, Pennsylvania Area Details
Anthony F. Madden III's Ameriprise Financial Services, Inc. Experience September 1987 - Present
Job Private Wealth Advisor, Madden & Associates
Industry Financial Services
Experience
Madden & Associates  September 2007 - Present
Ameriprise Financial Services, Inc.   September 1987 - Present
Madden & Associates  May 1983 - Present
Pringle Boro   January 1982 - January 1986

Education
Temple University
Accounting

Wilkes University
Bachelor of Science, Accounting

Marshall Ipsen CFP® Marshall Ipsen CFP® Little Rock, Arkansas Area Details
Marshall Ipsen CFP®'s Ameriprise Financial Services, Inc. Experience July 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2001 - Present
Financial Planning Association of Arkansas   2011 - 2014

Education
Texas A&M University-Texarkana   2000 — 2001
Bachelor of Business Administration, Finance

Texarkana College   1998 — 1999
Associate in Arts, Business Administration

Ana George Ana George Tampa/St. Petersburg, Florida Area Details
Ana George's Ameriprise Financial Services, Inc. Experience August 2008 - October 2008
Job Registered Client Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  November 2011 - Present
The Vanguard Group  September 2010 - April 2012
Vanguard  November 2009 - September 2010
Enterprise Rent-A-Car  May 2009 - November 2009
Ameriprise Financial Services, Inc.   August 2008 - October 2008

Skills
Finance, Equities, Mutual Funds

Education
Temple University   2004 — 2008
BBA, Finance/ Real Estate

Dan Young, PhD Dan Young, PhD Greater Philadelphia Area Details
Dan Young, PhD's Ameriprise Financial Services, Inc. Experience July 1999 - December 2010
Job Owner and Chief Rainmaker at Young Consulting Group LLC
Industry Higher Education
Experience
Wilmington University  January 2012 - Present
Civitas Partners, LLC   January 2011 - Present
Wilmington Rotary Club   2008 - Present
University of Delaware  September 2007 - Present
Young Consulting Group LLC  January 2005 - Present
Trustees of Color, Inc.   July 2003 - July 2012
Ameriprise Financial Services, Inc.   July 1999 - December 2010
Temple University  September 2005 - June 2007
American Express Financial Advisors  June 2003 - September 2005
American Express Financial Advisors  July 1999 - May 2002

Skills
Team Building, Change Management, Fundraising, Leadership Development, Mentoring, Non-profits, Strategic Planning, Budgets, Organizational..., Community Development, Community Outreach, Customer Service, Entrepreneurship, Event Management, Finance, Grant Writing, Insurance, Investments, Leadership, Management, Management Consulting, Marketing, Marketing Strategy, Nonprofits, Online Advertising, Program Development, Program Management, Public Relations, Public Speaking, Recruiting, Research, Sales Management, Small Business, Social Media, Social Networking, Staff Development, Teaching, Team Leadership, Training

Education
Temple University   2006 — 2012
Doctor of Philosophy (Ph.D.), Social and Behavioral Marketing

University of Delaware   1993 — 1999
Master, Business Administration; Marketing and Finance

University of Delaware   1993 — 1997
Bachelor of Science, Business Administration; Marketing

Concord High School   1989 — 1993

Pavan Ravuri Pavan Ravuri Hopkins, Minnesota Details
Pavan Ravuri's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Software Engineer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2014 - Present
Tata Consultancy Services  September 2012 - April 2014
TCS  May 2011 - September 2012
Ameriprise Financial Services, Inc.   April 2010 - May 2011
N2 Services Inc.   January 2006 - 2010
AREVA NP  2009 - 2009
RCI,Hyderabad   2004 - 2005

Skills
XML, JavaScript, Java, MySQL, HTML, C++, SQL, Tomcat, Eclipse, Integration, CSS, Business Analysis, jQuery, AJAX, C, PHP, Software Development, Flash, Agile Methodologies, Web Services, Hibernate, Flex

Education
Texas A&M University   2007 — 2008
Master's, Computer Science

Barb Hagen Barb Hagen Cedar Rapids, Iowa Area Details
Barb Hagen's Ameriprise Financial Services, Inc. Experience June 1975 - June 1990
Job VP of Operations at Benefit Solutions, Inc.
Industry Insurance
Experience
Benefit Solutions, Inc.   October 1990 - Present
Ameriprise Financial Services, Inc.   June 1975 - June 1990
RiverSource Life Insurance Co. (formerly IDS Life)   April 1981 - April 1985

Skills
Employee Benefits, Insurance, Underwriting, Group Medical, Benefits, Health Insurance, Plan Design, Benefits Administration, Performance Management, Disability Insurance, Account Management, Employee Relations, Compliance, Group Benefits, Life Insurance, Leadership, Customer Service, Dentistry, Training, Fixed Annuities, Human Resources, Management, Program Management, Marketing, Medicare, Operations Management, Workers Compensation, Claim, Term Life Insurance, Risk Management, Customer Retention, Sales, Personnel Management

Education
University of Minnesota - Carlson School of Management   1971 — 1977
Bachelor of Science, Business Administration, Marketing and a Bachelor Degree in Merchandising

The American College

Scott Byrd, CFP® Scott Byrd, CFP® Dallas/Fort Worth Area Details
Scott Byrd, CFP®'s Ameriprise Financial Services, Inc. Experience March 2003 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2003 - Present
Fidelity Investments  January 2000 - March 2003

Education
Texas A&M University   1996 — 2000
Bachelor of Business Administration (B.B.A.), Management

Groesbeck High School   1992 — 1996

Britt Ester Britt Ester Houston, Texas Area Details
Britt Ester's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
Ameriprise Financial Services, Inc.   February 2015 - Present
Ameriprise Financial Services, Inc.   December 2009 - January 2015
Ameriprise Financial Services, Inc.   February 2008 - November 2009

Skills
Retirement Planning, Series 7, Wealth Management

Education
Texas A&M University   2005 — 2007
Masters, Economics

Texas A&M University   2000 — 2004
Bachelors, Economics

Christopher McCrossan, CFP®, ChFC® Christopher McCrossan, CFP®, ChFC® Phoenix, Arizona Area Details
Christopher McCrossan, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience June 1987 - Present
Job Private Wealth Advisor, Business Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1987 - Present

Education
The American College

The Denver College for Financial Planning

Christie Mouton Christie Mouton Dallas/Fort Worth Area Details
Christie Mouton's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
Wells Fargo Advisors  October 2007 - March 2014
Edward Jones  July 1999 - October 2007

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Data Entry, Outlook, Time Management, Event Planning, Team Building, Leadership, Marketing, Social Media, Finance

Education
Tarrant County College
Early Childhood Education and Teaching

Patrick Wainscott Patrick Wainscott Henderson, Nevada Details
Patrick Wainscott's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor Vice President at Ameriprise Financial Services, Inc. CA Insurance #OC57479
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2012 - Present
Wedbush Securities  May 2002 - January 2012

Education
UNLV   1983 — 1985
Bachelor's of Science, Finance

Texas Tech University   1981 — 1982

Tracey Larsen, CRPC® Tracey Larsen, CRPC® Greater Minneapolis-St. Paul Area Details
Tracey Larsen, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2012 - February 2015
Job Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  March 2015 - Present
Ameriprise Financial Services, Inc.   October 2012 - February 2015
Fidelity Investments  March 1989 - February 1991
Bank of America  July 1987 - February 1989

Education
Texas Tech University
BBA, Marketing

Tanner Murphy Tanner Murphy Fort Worth, Texas Details
Tanner Murphy's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job Equity/Industry Research Associate Automobiles/Auto Parts at Bloomberg LP
Industry Oil & Energy
Experience
Bloomberg LP  June 2014 - Present
William C. Conner Educational Investment Fund  August 2013 - May 2014
M.J. Neeley School of Business   August 2012 - May 2014
Sigma Phi Epsilon TX Gamma   December 2012 - December 2013
Satori Capital  June 2013 - August 2013
Energy & Exploration Partners  October 2012 - January 2013
Ameriprise Financial Services, Inc.   June 2012 - August 2012
Sigma Phi Epsilon TX Gamma   January 2011 - August 2012

Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Analytical Skills, Teamwork, Hardworking, PowerPoint, Public Speaking, Research, Management, Budgets, Accounting

Education
Texas Christian University - M.J. Neeley School of Business   2010 — 2014
Bachelor of Business Administration, Finance Major and Accounting Minor, 3.92/4.0

Phillip Kennemer Phillip Kennemer Houston, Texas Area Details
Phillip Kennemer's Ameriprise Financial Services, Inc. Experience 1995 - Present
Job Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1995 - Present

Education
Texas A&M University   1989 — 1993
BS, Economics

Jennifer Chachere, CRPC® Jennifer Chachere, CRPC® Houston, Texas Area Details
Jennifer Chachere, CRPC®'s Ameriprise Financial Services, Inc. Experience August 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1993 - Present

Education
Texas Southern University   1964 — 1975
BA, Economics, Math

Daniel Bellino, ChFC Daniel Bellino, ChFC North Palm Beach, Florida Details
Daniel Bellino, ChFC's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Private Wealth Advisor, Ameripirse Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2011 - Present
Morgan Stanley Smith Barney  May 2004 - May 2011

Education
The American College   2006 — 2006
ChFC - Chartered Financial Consultant®, Financial Planning and Services

University of Massachusetts at Lowell   1999 — 2001
Graduate Certificate, Business Administration

University of Massachusetts at Lowell   1990 — 1994
BS, Finance

Donna Cornell Donna Cornell Dallas/Fort Worth Area Details
Donna Cornell's Ameriprise Financial Services, Inc. Experience October 2007 - October 2014
Job Administrative Assistant at Colleyville Presbyterian Church
Industry Financial Services
Experience
Colleyville Presbyterian Church   October 2014 - Present
Ameriprise Financial Services, Inc.   October 2007 - October 2014
First Baptist Church of Hurst   March 2002 - July 2004
Bank of America  August 1997 - March 2001

Skills
Cooking, Event Planning, Microsoft Office, Social Networking, Leadership, Customer Service, Event Management, Customer Satisfaction, Time Management

Education
Texas A&M University   1991 — 1995
BBA, Management

Zachary Swain CEP®, CFS®, CRPC® Zachary Swain CEP®, CFS®, CRPC® Dallas/Fort Worth Area Details
Zachary Swain CEP®, CFS®, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2003 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2003 - Present

Education
Texas Christian University   2000 — 2002
BBA, Marketing & Finance

Don Davenport, CFP, ChFC, CLU, MSFS Don Davenport, CFP, ChFC, CLU, MSFS Greater Minneapolis-St. Paul Area Details
Don Davenport, CFP, ChFC, CLU, MSFS's Ameriprise Financial Services, Inc. Experience 1994 - 2007
Job VP Life Insurance Products at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services  January 2008 - Present
Wells Fargo Investments  2008 - Present
Ameriprise Financial Services, Inc.   1994 - 2007

Skills
Insurance, Marketing Strategy, Series 7, Investments, Marketing, Team Management, Life Insurance, Wealth Management, Product Development, Product Management, Financial Services, Fixed Annuities, Series 63, Mutual Funds, Relationship Management, Retirement, Series 6, Retirement Planning

Education
The American College   2002 — 2004
Master's of Science in Financial Services, Master of Science in Financial Services

University of Oklahoma   1987 — 1989
BA, Business Administration

Stafford F. Lucky Stafford F. Lucky Houston, Texas Area Details
Stafford F. Lucky's Ameriprise Financial Services, Inc. Experience 1996 - 2003
Job Owner at Lucky Annuity and Insurance Group
Industry Financial Services
Experience
Lucky Annuity and Insurance Group   January 1974 - Present
Allianz Life  April 2003 - September 2009
United Investors Life Insurance Company   May 1987 - January 2009
Ameriprise Financial Services, Inc.   1996 - 2003
Waddell & Reed Financial Services  May 1987 - March 1996

Skills
IRAs, Strategic Financial..., Retirement, Insurance, Disability Insurance, Long-term Care, Long Term Care Insurance, Finance, Asset Management, Roth IRA, Retirement Planning, Personal Finance, Fixed Annuities, Life Insurance, Term Life Insurance, Mutual Funds, Series 63, Health Insurance, Investments, Wealth Management, 401k, Financial Planners, Universal Life

Education
Texas Southern University   1973 — 1976
Bachelor of Science in Accounting, and Finance

University of Houston, C.T. Bauer College of Business   1971 — 1973
Business, Finance

Thomas McCandless, CFA Thomas McCandless, CFA Greater New York City Area Details
Thomas McCandless, CFA's Ameriprise Financial Services, Inc. Experience June 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2009 - Present
TDM Investment Services   2006 - 2009
Deutsche Bank Securities  2003 - 2005
Keefe, Bruyette & Woods   2001 - 2003
CIBC World Markets  1998 - 2001
NatWest Markets  1996 - 1997
Paine Webber  1993 - 1995
Goldman Sachs  1989 - 1993

Education
University of North Texas   1981 — 1982
MBA, Finance, Economics

Texas Wesleyan University   1978 — 1980
BBA, Management, Economics

Nicole Fassak Nicole Fassak Elmwood Park, New Jersey Details
Nicole Fassak's Ameriprise Financial Services, Inc. Experience December 2009 - August 2011
Job Junior Associate at UIC, Inc. Risk Management Consultants
Industry Marketing and Advertising
Experience
UIC, Inc. - Risk Management Consultants   January 2015 - Present
UIC, Inc. - Risk Management Consultants   May 2014 - August 2014
Smith Design Associates   May 2012 - December 2013
Ameriprise Financial Services, Inc.   December 2009 - August 2011
ING Financial Partners  January 2011 - May 2011

Skills
Marketing, Customer Service, Microsoft Excel, PowerPoint, Packaging, Advertising, Social Networking, Branding Research, MIS, Recruiting, Social Media Marketing, Microsoft Office, Microsoft Word, package design, Management Information..., Risk Management, Insurance Consulting

Education
Temple University - Fox School of Business and Management   2010 — 2014
Bachelor of Business Administration (BBA), Marketing, Management Information Systems, 3.67

David Covington, AAMS® David Covington, AAMS® Houston, Texas Area Details
David Covington, AAMS®'s Ameriprise Financial Services, Inc. Experience June 2007 - December 2014
Job Investment Manager, Associate Vice President
Industry Financial Services
Experience
PinnacleReach Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services   December 2014 - Present
Ameriprise Financial Services, Inc.   June 2007 - December 2014
A.G. Edwards   October 2004 - June 2007
Various  September 1989 - July 2004

Skills
Retail, Store Management, Series 7, Retirement Planning, Investments, Strategic Financial..., Financial Analysis, Portfolio Management, Retirement, Insurance, Budgets, Asset Management, Mutual Funds, Risk Management, Estate Planning, Fixed Annuities, Securities, Team Building, Customer Service, Financial Planning

Education
Texas A&M University
BBA, Management

William P Clements High School

Charlene Guess, CFP®, CLU®, ChFC® Charlene Guess, CFP®, CLU®, ChFC® Austin, Texas Details
Charlene Guess, CFP®, CLU®, ChFC®'s Ameriprise Financial Services, Inc. Experience June 2013 - October 2014
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2013 - October 2014
Guess Financial Services, Inc.   January 1997 - June 2013
Guess Financial Services, Inc.   October 1986 - June 2013
Guess Financial Services, Inc.   October 1986 - May 2013

Skills
C++, Insurance, Investments, Estate Planning, Retirement Planning, Sales Management, Public Speaking, Social Media, Fixed Annuities, Employee Benefits, Health Insurance, Financial Advisory, Life Insurance, Disability Insurance, Cross-functional Team..., 401k, Corporate Communications, Financial Planners, Protection..., Multi-generational..., Gifting Strategies, Multi-generational..., Wealth Preservation..., Wealth Accumulation..., Tax-advantaged..., Concentrated Stock..., Dynamic Asset Allocation, Income for Life, Equity Indexed Annuities, Final Expense Planning, Licensed Life Insurance..., Legacies, Annuity Sales, Indexed Annuities, Financial Concepts, Debt Elimination, Free Consultation, Long Term Care Insurance, Wealth, Long-term Care, Investment Advisory, Wealth Management, Wealth Management...

Education
The American College   1994 — 2004
Chartered Life Underwriter, Insurance

University of North Texas   2000 — 2003
CFP(r) Certification, Certified Financial Planner

The American College   1995 — 2003
Chartered Financial Consultant, Financial Planning

Kent Copeland CPA, PFS Kent Copeland CPA, PFS San Antonio, Texas Area Details
Kent Copeland CPA, PFS's Ameriprise Financial Services, Inc. Experience 1993 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1993 - Present

Education
Texas A&M University   1981 — 1985
BBA, Accounting

Certified Public Accountant, Personal Financial Specialist
CPA, PFS

Lorrie Hess Lorrie Hess Fredericksburg, Texas Details
Lorrie Hess's Ameriprise Financial Services, Inc. Experience March 1997 - April 2011
Job Professional Speaker at Lorrie A Hess
Industry Professional Training & Coaching
Experience
Lorrie A Hess   March 2011 - Present
Lorrie A Hess   January 2011 - Present
The Coaches Training Institute  December 2011 - July 2013
Ameriprise Financial Services, Inc.   March 1997 - April 2011
Ameriprise Financial  March 1997 - March 2011
Corporate Systems Inc   December 1989 - March 1995

Skills
Public Speaking, Team Building, Financial Planning, Leadership Development, Small Business, Motivating People, Life Coaching, Business Coaching, Trade Show Presentations, Motivation, Motivational Speaking, Entrepreneurship, Strategy, Marketing, Fundraising, Coaching, Personal Development, Nonprofits, Executive Coaching, Strategic Planning, Strategic Financial..., Leadership, Emotional Intelligence, Training, Time Management, Organizational..., Budgets, Management Consulting, Program Management, Management, Career Development, Staff Development

Education
LTASB   2012 — 2013

Coaches Training Institute   2011 — 2011

Gillespie County Leadership Class of 1998   1997 — 1998

Texas Tech University - Rawls College of Business   1988 — 1989
M.B.A., Finance

Texas Tech University   1983 — 1986
B.S., Merchandising

Barry Shelley Barry Shelley West Chester, Ohio Details
Barry Shelley's Ameriprise Financial Services, Inc. Experience August 1984 - Present
Job CFP®, CLU®, ChFC®, CASL®, MSFS
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1984 - Present

Education
The American College   2001 — 2007
Master of Science in Financial Services, Finance

University of Cincinnati   1974 — 1978
Bachelor of Fine Arts, Broadcasting

Terry D. Doyle, CFP® Terry D. Doyle, CFP® Dallas/Fort Worth Area Details
Terry D. Doyle, CFP®'s Ameriprise Financial Services, Inc. Experience June 1988 - Present
Job Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1988 - Present

Education
Texas A&M University-Commerce
Bachelor of Business Administration (B.B.A.)

Emily Coleman Emily Coleman Greater San Diego Area Details
Emily Coleman's Ameriprise Financial Services, Inc. Experience July 2009 - August 2015
Job Operations Manager at Pacific Coast Financial Planning Group
Industry Financial Services
Experience
Pacific Coast Financial Planning Group   August 2015 - Present
Ameriprise Financial Services, Inc.   July 2009 - August 2015
Bank of America  May 2005 - October 2008

Skills
Strategic Communications, Problem Solving, Leadership, New Business..., Marketing Strategy, Employee Training, Client Services, Creative Solutions, Process Improvement, New Client Acquisitions, Series 7, Event Planning, Online Communications, Training & Development, Drip Marketing, Onboarding, Solution Focused, Operational Efficiency, New Business Development, Online Marketing, Sales Operations, Client Relations, Team Leadership, Positive Work..., Contact Management, Client Prospecting, Presentation Skills, Service Delivery, Financial Services, Policy Analysis, Marketing, Financial Planning, Retirement Planning, Communication, Training, Recruiting, Public Speaking, Strategic Brand..., Presentations, Project Management, Business Planning, Internal Communications, Banking, Risk Management, Management, Copywriting

Education
University of North Texas   2002 — 2004
B.A., Radio, Television, Film

Texas Christian University   1999 — 2001
UnderGrad

David J. Klein, CLU, ChFC, CFP David J. Klein, CLU, ChFC, CFP Greater Minneapolis-St. Paul Area Details
David J. Klein, CLU, ChFC, CFP's Ameriprise Financial Services, Inc. Experience December 2002 - May 2003
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  March 2004 - Present
The Minnesota Daily  September 2003 - May 2004
Ameriprise Financial Services, Inc.   December 2002 - May 2003

Education
University of Minnesota - Carlson School of Management   2001 — 2005

The American College

The American College

The American College

Hunter Muse, CFP® Hunter Muse, CFP® Raleigh-Durham, North Carolina Area Details
Hunter Muse, CFP®'s Ameriprise Financial Services, Inc. Experience 2002 - Present
Job Private Wealth Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2002 - Present
FUNimation Entertainment  October 2000 - August 2002

Education
NC State University
Master of Science (M.S.), Economics

Texas A&M University-Commerce   1995 — 1999
Bachelor of Science, Math

Howard K. Bellet, CFP®, CRPC®, MBA Howard K. Bellet, CFP®, CRPC®, MBA Dallas/Fort Worth Area Details
Howard K. Bellet, CFP®, CRPC®, MBA's Ameriprise Financial Services, Inc. Experience August 1995 - Present
Job Financial Advisor & Franchise Owner Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1995 - Present

Education
University of Phoenix   1983 — 1985
MBA, Business Administration

Texas A&M University   1974 — 1978
B.S., Animal Science, Agri-Business

Michael Harrison, Jr. Michael Harrison, Jr. Tyler, Texas Area Details
Michael Harrison, Jr.'s Ameriprise Financial Services, Inc. Experience June 2010 - Present
Job Associate Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
PGA of America  May 1991 - Present
Ameriprise Financial Services, Inc.   June 2010 - Present
Morgan Stanley Smith Barney  October 2006 - June 2010
Hollytree CC   May 2001 - August 2006
Woodhaven CC   February 1997 - May 2001
River Creek GC   January 1996 - February 1997
Mira Vista Golf & Country Club  May 1991 - December 1996

Education
Texas Christian University   1987 — 1991
Bachelor of Science, Business/Corporate Communications

Steve Stalcup Steve Stalcup Downers Grove, Illinois Details
Steve Stalcup's Ameriprise Financial Services, Inc. Experience 2008 - Present
Job Financial Advisor | Vice President Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2008 - Present
H&R Block Financial Advisors  1999 - 2008
Olde Discount Stockbrokers  1993 - 1999

Education
B.A. Business Administration, Taylor University, Upland, IN, 1989-1993   1989 — 1993
B.A. Business Administration

Diploma, Plano High School, 1985-1989

Matt Rossiter Matt Rossiter Plano, Texas Details
Matt Rossiter's Ameriprise Financial Services, Inc. Experience October 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2001 - Present
Heick, Hester, Smith & Associates   November 2009 - January 2015
YPAL Cares, Inc   December 2009 - June 2012
Wolfe, Lehman and Associates   2006 - March 2009

Skills
Judgment, Team Building, Client Relationships, Compliance, Ethical Character, Marketing, Leadership, Client Management, Prudence

Education
Texas A&M University   1997 — 2001
BBS, Finance

Texas A&M University - Mays Business School   1997 — 2001
BBS, Finance

Michael Wergelis, ChFC®, CRPC® Michael Wergelis, ChFC®, CRPC® Greater Philadelphia Area Details
Michael Wergelis, ChFC®, CRPC®'s Ameriprise Financial Services, Inc. Experience September 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc., With the Practice of Ari Spectorman
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1995 - Present

Education
Villanova University   1980 — 1984
M.S., Counseling and Human Resources

Temple University   1977 — 1980
B.A., Psychology

Craig Scrimpshire, CFP®, ChFC® Craig Scrimpshire, CFP®, ChFC® Phoenix, Arizona Area Details
Craig Scrimpshire, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience 2003 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2003 - Present
Intel Corp  August 2000 - November 2003
Compaq Computer Corp  August 1999 - August 2000

Education
The American College   2005 — 2008
CFP® Certification Curriculum, Chartered Financial Consultant®

Texas A&M University   1994 — 1999
BS, Engineering

Joshua Ely, CFP®, AAMS® Joshua Ely, CFP®, AAMS® Greater Minneapolis-St. Paul Area Details
Joshua Ely, CFP®, AAMS®'s Ameriprise Financial Services, Inc. Experience August 1999 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1999 - Present

Education
Texas A&M University   1991 — 1996
Bachelor of Science (BS), Industrial Distribution

Luke T. Meier Luke T. Meier Minneapolis, Minnesota Details
Luke T. Meier's Ameriprise Financial Services, Inc. Experience September 2015 - Present
Job Paraplanner with Biekkola & Associates, A Private Wealth Advisory practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2015 - Present
Northwestern Mutual  June 2014 - July 2015
North Star Resource Group  January 2013 - June 2014
Ameriprise Financial Services, Inc.   July 2011 - November 2012
Ameriprise Financial  May 2010 - July 2011

Skills
Coaching, Personal Finance, Leadership, Social Media, Microsoft Office, Insurance, Sales, Finance, Investments, Life Insurance, Disability Insurance, Microsoft Excel, Wealth Management, Strategic Planning, Customer Service

Education
The American College   2015 — 2016
Financial Planning and Services

University of Wisconsin-River Falls   2003 — 2007
Bachelor of Science, Business Adminstration - Finance

New Richmond High School

Mariah Shirley Mariah Shirley Stephenville, Texas Details
Mariah Shirley's Ameriprise Financial Services, Inc. Experience December 2014 - May 2015
Job Client Services Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
The City of Marble Falls, Tx   June 2015 - Present
Amway  January 2012 - Present
Ameriprise Financial Services, Inc.   December 2014 - May 2015
Ameriprise Financial Services, Inc.   May 2014 - December 2014
Ameriprise Financial Services, Inc.   July 2012 - May 2014

Skills
Client Relations Skills, PowerPoint, Proofreading, Paperwork, Calendar Planning, Corporate Communications, Communication Skills, Office Administration, Administrative..., Microsoft Office, Team Building, Customer Service, Microsoft Excel, Time Management, Social Media, Marketing

Education
Tarleton State University   2010 — 2014
Bachelor of Science (BS), Agricultural Economics

Faith Academy of Marble Falls   2000 — 2010

James (Rich) Broyles, CRPC® James (Rich) Broyles, CRPC® Westminster, Colorado Details
James (Rich) Broyles, CRPC®'s Ameriprise Financial Services, Inc. Experience April 1992 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 1992 - Present

Education
Texas Tech University   1974 — 1978
Bachelor of Arts (B.A.)

Chuck Waugh, CLU®, ChFC® Chuck Waugh, CLU®, ChFC® Lawton, Oklahoma Area Details
Chuck Waugh, CLU®, ChFC®'s Ameriprise Financial Services, Inc. Experience July 1991 - Present
Job Waugh, Lavender & Associates A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1991 - Present

Education
The American College

Michael L. Thompson Michael L. Thompson Burlington, Vermont Area Details
Michael L. Thompson's Ameriprise Financial Services, Inc. Experience 1998 - 2006
Job Partner at Copper Leaf Financial
Industry Financial Services
Experience
Copper Leaf Financial   Member Board of DirectorsThe Intervale CenterJanuary 2012 - Present
KeyBank  2011 - 2015
Transamerica  2006 - 2009
Ameriprise Financial Services, Inc.   1998 - 2006

Skills
Wealth Management, Holistic Financial..., Sudden Wealth, Sustainable Investing, Wealth Preservation..., Retirement Planning, Charitable Gift Planning, Financial Planning, Strategic Planning, Investment Advisory, Food Systems, Philanthropy, Venture Philanthropy, Planned Giving, Retirement Income..., Insurance, Asset Management, Business Transition, Tax Planning, Goal Planning, Family Legacy Planning, Pensions, Trust Services, Investments

Education
The American College

University of Florida

David Moeller, CIMA® David Moeller, CIMA® Houston, Texas Details
David Moeller, CIMA®'s Ameriprise Financial Services, Inc. Experience June 2004 - June 2006
Job Director of Investment Planning at Symphony Financial, Ltd. Co.
Industry Financial Services
Experience
Symphony Financial, Ltd. Co.   October 2014 - Present
Sound Financial Solutions, LP   March 2009 - October 2014
Innovus Financial Solutions, Inc.   August 2006 - March 2009
Ameriprise Financial Services, Inc.   June 2004 - June 2006

Education
University of Pennsylvania - The Wharton School
CIMA

Texas State University-San Marcos
Bachelor of Business Administration (BBA), Finance

George Rentos George Rentos Clearwater, Florida Details
George Rentos's Ameriprise Financial Services, Inc. Experience January 2005 - Present
Job Financial Advisor Investments Wealth Management Retirerment Planning Asset Allocation Portfolio Management
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2005 - Present

Skills
Retirement Planning, Retirement, Series 7, Wealth Management, Investments, Mutual Funds, Financial Planning, Finance, Portfolio Management, Investment Advisory, Financial Advisory, Financial Services, Asset Allocation, Investment Strategies

Education
Texas A&M University   2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Cincinnati   1984 — 1988
B.B.A., Finance Marketing

Simon Luna Simon Luna Dallas, Texas Details
Simon Luna's Ameriprise Financial Services, Inc. Experience March 2004 - August 2005
Job Photographer
Industry Photography
Experience
Simon Luna Studios, LLC / DBA Simon Luna Photography   February 2008 - Present
S. Luna Enterprises, Inc.   January 1998 - Present
M. Terry Enterprises, Inc. - Private Family Office   February 2012 - November 2014
JPMorgan Chase  March 2007 - February 2012
Merrill Lynch  August 2005 - March 2007
Ameriprise Financial Services, Inc.   March 2004 - August 2005

Education
Texas State University-San Marcos   1990 — 1995
BA

Scott Stockton, MBA, CRPC®, CFP® Scott Stockton, MBA, CRPC®, CFP® Plano, Texas Details
Scott Stockton, MBA, CRPC®, CFP®'s Ameriprise Financial Services, Inc. Experience November 1996 - September 2009
Job
Industry Financial Services
Experience
WealthStar Advisors, LLC   December 2010 - Present
Stockton, Wolf and Associates   May 2004 - December 2010
Ameriprise Financial Services, Inc.   November 1996 - September 2009

Education
Texas Tech University   1994 — 1996
MBA, Finance

Texas A&M University   1989 — 1993
BBA- Finance, Finance

Cara Dawn Collins Cara Dawn Collins Houston, Texas Area Details
Cara Dawn Collins's Ameriprise Financial Services, Inc. Experience June 2004 - June 2011
Job Office Manager at Pelican Energy Partners
Industry Venture Capital & Private Equity
Experience
Pelican Energy Partners LP   January 2012 - Present
Ameriprise Financial Services, Inc.   June 2004 - June 2011
Invesco Aim  March 2000 - March 2004

Education
Texas State University-San Marcos   1994 — 1999
Psychology

Bill Swindlehurst Bill Swindlehurst Greater Minneapolis-St. Paul Area Details
Bill Swindlehurst's Ameriprise Financial Services, Inc. Experience October 2010 - Present
Job SMA Specialist at Ameriprise Financial Services, Inc.
Industry Banking
Experience
Ameriprise Financial Services, Inc.   October 2010 - Present
Ameriprise Financial Services, Inc.   March 2009 - November 2010
Home Savings of America  2007 - 2009
HomeTowne Mortgage   October 2006 - December 2007
Town and Country Credit  2004 - 2006
Delve  January 2000 - October 2004

Skills
Finance, Separately Managed..., Series 7, Series 63, Envestnet, Investments, Project Management, BETALink, APL, Asset Management, Retirement Planning, Strategic Financial..., Loans, Budgets, Mortgage Lending, Branch Banking, Credit, Mortgage Banking, Refinance, Residential Mortgages, Financial Planning

Education
Texas Christian University   1994 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General

Breck School   1992 — 1998
Diploma

Christopher C. Mitchell Christopher C. Mitchell Bellevue, Washington Details
Christopher C. Mitchell's Ameriprise Financial Services, Inc. Experience May 2007 - August 2007
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  March 2013 - Present
Pacific Capital Resource Group, Inc.   July 2009 - March 2013
Kroger  May 2008 - July 2008
Ameriprise Financial Services, Inc.   May 2007 - August 2007

Education
Washington State University - College of Business and Economics   2005 — 2009
B.A., Finance

The American College

greg shock greg shock Fort Worth, Texas Details
greg shock's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present

Education
Texas Christian University

Dan Herman, CRPC® Dan Herman, CRPC® Philadelphia, Pennsylvania Details
Dan Herman, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2007 - January 2009
Job Financial Advisor with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Signature Capital Wealth Management Group of Wells Fargo Advisors   November 2014 - Present
Wells Fargo Advisors, LLC  January 2009 - November 2014
Ameriprise Financial Services, Inc.   May 2007 - January 2009
Frazer, Wayman, Zirinsky & Associates   January 2006 - May 2007
Home Generator Company   June 2004 - January 2006

Skills
Investments, Retirement Planning, College Savings Plans, College Education..., Mutual Funds, ETFs, Stocks, Bonds, Fixed Annuities, Variable Annuities, Economics, Finance, Equities

Education
Temple University - Fox School of Business and Management   2000 — 2004
Bachelor of Business Administration (BBA), Business Management/Finance

Upper Dublin High School   1996 — 2000

Troy M. Brueggemeier Troy M. Brueggemeier Minneapolis, Minnesota Details
Troy M. Brueggemeier's Ameriprise Financial Services, Inc. Experience January 2004 - August 2007
Job Paraplanner at Fathom Advisors, a Private Wealth Advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Fathom Advisors   August 2011 - Present
ROR Tax Professionals, LLC   August 2011 - Present
Ameriprise Financial Services, Inc.   January 2004 - August 2007
Ameriprise Financial Services, Inc.   January 2003 - January 2004
Ameriprise Financial Services, Inc.   February 2001 - January 2003
Ameriprise Financial Services, Inc.   June 2000 - February 2001

Skills
Insurance, Strategic Planning, Series 7, Leadership, Financial Services, Fixed Annuities, Securities, Competitive Analysis, Financial Advisory, Mutual Funds, Strategic Financial..., Program Management, Series 63, Process Improvement, Asset Allocation, Wealth Management, Relationship Management, Sales, Equities, Business Development, Retirement Planning, Retirement, 401k, Disability Insurance, Finance, Investments, Life Insurance, Uniform Combined State..., Selling, CRM, FINRA, Management, Investment Advisory, Estate Planning

Education
The American College
Working on my CFP designation

The College of St. Scholastica
Business Management

Cindy Fogleman Cindy Fogleman Washington D.C. Metro Area Details
Cindy Fogleman's Ameriprise Financial Services, Inc. Experience December 2003 - September 2008
Job Iraqi Children Foundation
Industry Philanthropy
Experience
Iraqi Children Foundation   2008 - Present
Ameriprise Financial Services, Inc.   December 2003 - September 2008
US House of Representatives  April 1997 - March 2002

Skills
Policy Analysis, International Relations, Non-profits, International..., AML, Public Policy, Editing, Capacity Building, NGOs, Grants, Politics, Fundraising, Community Outreach, Public Speaking, Policy, Program Evaluation, Community Development, Foreign Policy

Education
University of Michigan   1979 — 1981
Masters, Asian Studies

Taylor University   1969 — 1973
BA, Political Science

Wendy Ossinger Wendy Ossinger Bangor, Maine Area Details
Wendy Ossinger's Ameriprise Financial Services, Inc. Experience April 2012 - October 2014
Job Assistant for Eastern Maine Medical Center, U.S. cellular and Ameriprise Financal, I am now moved to Loudon Tennesse,
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   April 2012 - October 2014
US Celular   August 2001 - March 2012

Education
Tennessee Temple University   1977 — 1980
Education

Justin L. Lytal Justin L. Lytal Knoxville, Tennessee Details
Justin L. Lytal's Ameriprise Financial Services, Inc. Experience August 2008 - December 2008
Job Logistics Coordinator
Industry Logistics and Supply Chain
Experience
Pilot Flying J  2011 - Present
Enterprise Rent-A-Car  November 2010 - August 2011
Law Offices of Scott L. Lytal   February 2004 - December 2010
Ameriprise Financial Services, Inc.   August 2008 - December 2008

Skills
Process Improvement, Inventory Management, Forecasting, Operations Management, Logistics, Budgets, Analysis, Supply Chain Management, Financial Analysis, SAP, Transportation, Management, Training

Education
Tennessee Technological University - College of Business Administration
BS, Finance

Tennessee Technological University
Bachelor's degree, Finance, General

Kly Randell Kly Randell Dallas/Fort Worth Area Details
Kly Randell's Ameriprise Financial Services, Inc. Experience January 2013 - June 2013
Job Tax Associate at PwC
Industry Accounting
Experience
PwC  June 2014 - Present
Whitley Penn  January 2014 - April 2014
PwC  June 2013 - October 2013
Ameriprise Financial Services, Inc.   January 2013 - June 2013

Skills
Project Management, Report Writing, Oral & Written..., Communication, Problem Solving, Problem Analysis, Data Analysis, Preparation Of Reports, Microsoft Office, Fast Learner, Analytical Skills, Preparation Of Proposals, Public Speaking, Professional..., Critical Thinking, Team Management, Leadership, Analysis, Account Management, Teamwork, Team Building, Team Leadership, PowerPoint, Social Media Marketing, Sales, Microsoft Excel, Time Management, Accounting, Customer Service, Training, Management, Microsoft Word, Access, Financial Analysis, Inventory Management, Social Networking, Tax, Event Planning, QuickBooks, Outlook, Tax Accounting

Education
The University of Texas at Arlington   2012 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.78

Texas Wesleyan University   2007 — 2010
Bachelor of Science (BS), Mass Communication/Media Studies, 2.93

York College   2006 — 2007
Bachelor's degree, Mass Communication/Media Studies

Hiba Khalil Hiba Khalil Greater Seattle Area Details
Hiba Khalil's Ameriprise Financial Services, Inc. Experience January 2000 - February 2003
Job Program Officer at College Success Foundation
Industry Nonprofit Organization Management
Experience
College Success Foundation  February 2015 - Present
City of Seattle  August 2014 - December 2014
1Libya   September 2012 - December 2013
World Learning  October 2010 - August 2012
World Learning  April 2009 - October 2010
Bellevue School District  November 2008 - February 2009
Catholic Community Services  April 2007 - June 2008
Say Yes to Education  January 2006 - May 2006
Crosby & Associates, Ameriprise Financial Services, Inc.   February 2003 - December 2004
Ameriprise Financial Services, Inc.   January 2000 - February 2003

Skills
International..., Program Evaluation, Capacity Building, Community Development, Program Development, NGOs, Grants, International Education, Program Management, Youth Development, Youth Programs, Grant Writing, Leadership Development, Cross-cultural..., International Relations, Proposal Writing, Event Planning, International Project..., Human Rights, Intercultural..., Policy Analysis, Nonprofits, Public Policy, Civil Society, Community Outreach, Volunteer Management, Community Organizing, Fundraising, Leadership, Training, Strategic Planning, Public Speaking, Advocacy, Operations Management, Financial Analysis, Budget Management

Education
Teachers College of Columbia University   2005 — 2006
International Educational Development, Education, Concentration in Curriculum and Instruction

University of Washington   2001 — 2003
Bachelor of Arts (B.A.), Psychology

Pam Bromley CLU ,ChFC, CEP Pam Bromley CLU ,ChFC, CEP Orange County, California Area Details
Pam Bromley CLU ,ChFC, CEP's Ameriprise Financial Services, Inc. Experience June 2001 - December 2004
Job Helping your business thrive
Industry Management Consulting
Experience
Bromley Consulting & Sage Coaching   January 2005 - Present
F&M Bank  October 2007 - February 2010
Citi  April 2004 - May 2005
Ameriprise Financial Services, Inc.   June 2001 - December 2004
CUNA Mutual Group  June 1991 - June 2001

Skills
Wealth Management, Fixed Annuities, Financial Services, Management, Finance, Retirement Planning, Life Insurance, Strategic Financial..., Financial Advisory, Small Business, Leadership, Business Loans, Small Business..., Strategic Planning, Worksite Solutions, Guaranteed Lifetime..., Supplemental Health, Indexed Annuities, Positive Coaching, Law of Attraction, Metaphysics, Life Transitions, Term Life Insurance, Medicare, Medicare Supplements, Sales Management, Business Development, 401k, IRAs, Sales, Long-term Care, Retirement, Estate Planning, Insurance, Financial Planning, Investments

Education
The American College   1994 — 1999
CLU ChFC, Finance, Investments, Insurance

Suzanne Raph Suzanne Raph Greater Minneapolis-St. Paul Area Details
Suzanne Raph's Ameriprise Financial Services, Inc. Experience September 2011 - January 2012
Job ETL Architect at University of Minnesota
Industry Information Technology and Services
Experience
University of Minnesota  July 2014 - Present
Emtec Inc. working at Carlson Companies   November 2013 - June 2014
Lifetime Fitness  2014 - 2014
Organic BI, LLC, working at Carlson CWT, Finance division.   May 2013 - November 2013
Portico(ELCA Board of Pensions)   October 2012 - May 2013
Emtec/Carlson Companies   February 2012 - October 2012
Ameriprise Financial Services, Inc.   September 2011 - January 2012
Digital River  August 2010 - August 2011
BioScrip  October 2009 - February 2011
Digital River  May 2008 - October 2009

Skills
Data Warehousing, ETL, Integration, Oracle, Software Development, Informatica, Unix, Business Intelligence, Data Modeling, SQL, SharePoint, Software Project..., Database Design, Databases, DB2, PL/SQL, SDLC, Unix Shell Scripting, Requirements Analysis, Requirements Gathering, Enterprise Architecture, Microsoft SQL Server, Visio, Business Analysis, Testing, SSIS, Data Integration, Data Warehouse..., Data Migration, Solution Architecture, OLAP, Master Data Management, Data Quality, OBIEE, Erwin, Dimensional Modeling, SSRS, Business Intelligence..., Toad, T-SQL, Systems Analysis, Data Architecture, Database Administration, Data Marts, Business Objects, Cognos, Consulting

Education
Texas A&M University-Corpus Christi   1994 — 1997
BS, Computer Science

Ayesha Selden, CFP®, ChFC® Ayesha Selden, CFP®, ChFC® Greater Philadelphia Area Details
Ayesha Selden, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience June 2000 - Present
Job Private Wealth Advisor | Managing Partner | Selden & Berryman Financial Group | Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2000 - Present
Ameriprise Financial Services, Inc.   September 2004 - August 2008
American Express Financial Advisors  July 2002 - September 2004
American Express Financial Advisors  June 2000 - July 2002

Education
Temple University - Fox School of Business and Management   1996 — 2000
BBA, magna cum laude, Economics and Marketing

The American College   2002 — 2003
Certified Financial Planner, Financial Planning and Services

Russ Zorn Russ Zorn Greater San Diego Area Details
Russ Zorn's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2014 - Present
Southwest Securities  2004 - 2014

Education
Texas Tech University   1982 — 1987

Catherine Marshall Catherine Marshall Austin, Texas Details
Catherine Marshall's Ameriprise Financial Services, Inc. Experience August 2006 - February 2010
Job Business Development Consultant
Industry Information Technology and Services
Experience
Rackspace, the #1 managed cloud company   October 2013 - Present
Apple  July 2011 - January 2014
Apple  March 2013 - September 2013
AnComm, Inc.   February 2010 - April 2011
Ameriprise Financial Services, Inc.   August 2006 - February 2010

Skills
Strategic Financial..., Leadership, Salesforce.com, Coaching, Management, Sales, Strategic Planning, Microsoft Office, Project Management, New Business Development, Selling, CRM, Business Development, Business Strategy, Training, OS X, Small Business, Retail, Entrepreneurship, Start-ups, Cross-functional Team..., Finance

Education
The University of Texas at Austin   2012 — 2013
Master's degree, Technology Commercialization, 3.5

Texas Tech University   2001 — 2005
Bachelor of Arts (B.A.), Double Major - English & Spanish; Minor - Mass Communications, 3.6

Memorial High School   1998 — 2001

Benjamin Jones, CFP®, CIMA®, CPWA® Benjamin Jones, CFP®, CIMA®, CPWA® Plano, Texas Details
Benjamin Jones, CFP®, CIMA®, CPWA®'s Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2012 - Present

Education
Texas Tech University   2002 — 2005
BS, Personal Financial Planning

University of Pennsylvania - The Wharton School   2013 — 2013
CIMA®, Certified Investment Management Analyst

The University of Chicago Booth School of Business   2015 — 2015
CPWA®, Certified Private Wealth Advisor

Bill Graves CRC, CRPC Bill Graves CRC, CRPC Austin, Texas Area Details
Bill Graves CRC, CRPC's Ameriprise Financial Services, Inc. Experience February 2010 - December 2010
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica  January 2011 - Present
Ameriprise Financial Services, Inc.   February 2010 - December 2010
BBVA Compass  September 2009 - February 2010
Hartford Life  October 2002 - July 2009

Skills
Retirement Planning, Portfolio Management, Public Speaking, Team Leadership, Series 63, Fixed Annuities, Series 7, Mutual Funds, Series 6, Retirement, Investments, 401k, Asset Allocation, Financial Advisory, Alternative Investments, Management, Variable Annuities, Insurance, FINRA, Financial Services, IRAs, Series 65

Education
Texas Tech University   1989 — 1992
None, Architecture

Jesuit College Preparatory School   1985 — 1989
Diploma, General Studies

Adrienne Kocher Adrienne Kocher Houston, Texas Area Details
Adrienne Kocher's Ameriprise Financial Services, Inc. Experience January 2008 - January 2009
Job Registered Nurse at Texas Children's Hospital
Industry Hospital & Health Care
Experience
Texas Children's Hospital  July 2011 - Present
Ameriprise Financial Services, Inc.   January 2008 - January 2009

Skills
Healthcare, Cpr Certified, Nursing, Public Health, Microsoft Excel, Microsoft Office, PowerPoint, Critical Care

Education
The University of Texas Health Science Center at Houston   2010 — 2011
BSN, Registered Nursing/Registered Nurse

Texas A&M University   2003 — 2007
BBA, Finance

Texas A&M University - Mays Business School   2003 — 2007
BBA, Finance

Robbie Schubert Robbie Schubert Houston, Texas Details
Robbie Schubert's Ameriprise Financial Services, Inc. Experience September 2003 - October 2009
Job Senior Benefits and Planning Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  October 2010 - Present
Investment Professionals, Inc.   2009 - 2010
Ameriprise Financial Services, Inc.   September 2003 - October 2009

Skills
Wealth Management, Investments, Retirement Planning, Retirement, Finance, Employee Benefits, 401k, Relationship Management, 403b, SEP IRA, Simple IRA, Deferred Compensation..., Defined Benefit Plans, Series 7, Life Insurance, Financial Services

Education
Texas A&M University   1996 — 2001
Ag-Business, Business, Finance

Vijay Vellabati Vijay Vellabati Greater Minneapolis-St. Paul Area Details
Vijay Vellabati's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Design Engineer at Ameriprise Financial
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
SunOpta  March 2013 - October 2013
Thomson Reuters  October 2011 - February 2012
Target  January 2011 - September 2011
Accenture  March 2010 - December 2010
Providence Health & Services  October 2009 - February 2010
People's United Bank  October 2008 - October 2009
Texas Concrete Company   July 2007 - August 2008
Texas A&M University-Kingsville  November 2005 - December 2006

Skills
SharePoint, SharePoint Designer, MOSS 2007, Sharepoint 2010, Shared Services, Infopath 2010, Infopath 2007, ASP.NET, JavaScript, REST, Microsoft Office..., InfoPath, Visual Studio, C#, Databases, Windows Server, Web Services, VB.NET, ADO.NET, Integration, Requirements Analysis, SQL, Microsoft SQL Server, SDLC

Education
Texas A&M University-Kingsville   2005 — 2006
MS, Computer Science

Stephen FX Whalen, CFA Stephen FX Whalen, CFA Greater Philadelphia Area Details
Stephen FX Whalen, CFA's Ameriprise Financial Services, Inc. Experience September 2003 - February 2005
Job Financial Adviser at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group  July 2007 - Present
Whitemarsh boat club   2005 - 2014
PNC Investments  February 2005 - July 2007
Ameriprise Financial Services, Inc.   September 2003 - February 2005
Lincoln National  1996 - 2002
Wilmington Trust  April 1994 - September 1996
Delaware Group of Funds   1989 - 1994

Skills
Investments, Asset Management, Investment Management, Series 63, High Net Worth..., Institutional..., Chartered Financial..., Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Strategic Financial..., Portfolio Management, Securities, Estate Planning, Series 7, Investment Strategies, Business Analysis

Education
Temple University - Fox School of Business and Management   1993 — 1995
MBA, Marketing

Temple University - Fox School of Business and Management   1985 — 1989
BBA, Economics

NICHOLAS J. MESSINA NICHOLAS J. MESSINA Greater Atlanta Area Details
NICHOLAS J. MESSINA's Ameriprise Financial Services, Inc. Experience 2007 - 2007
Job Client Relationship Director at Financial Network Associates
Industry Financial Services
Experience
Financial Network Associates   Financial AdvisorSunTrust Investment Services2008 - 2009
Ameriprise Financial Services, Inc.   2007 - 2007
EDWARD JONES  2004 - 2006
Securian Financial Group  December 1999 - June 2004
MASS MUTUAL  1997 - 1999

Skills
Series 7, Financial Services

Education
Temple University

Brad Hornberger Brad Hornberger Dallas/Fort Worth Area Details
Brad Hornberger's Ameriprise Financial Services, Inc. Experience May 2004 - November 2006
Job Senior Fixed Income Specialist
Industry Financial Services
Experience
TD Ameritrade  April 2014 - Present
TD Ameritrade  July 2013 - April 2014
TD Ameritrade  November 2006 - July 2013
Ameriprise Financial Services, Inc.   May 2004 - November 2006

Skills
Series 7, Series 63, Investments, Bonds, Bloomberg, Series 65, Stocks

Education
Texas Tech University - Rawls College of Business   1999 — 2003
Finance, Finance and General Business

Vince Mendiola Vince Mendiola Dallas/Fort Worth Area Details
Vince Mendiola's Ameriprise Financial Services, Inc. Experience February 1993 - Present
Job Associate Branch Manager, Financial Advisor at Ameriprise Financial Services inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 1993 - Present

Education
Texas Tech University

Timothy Games Timothy Games Minneapolis, Minnesota Details
Timothy Games's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Vice President & Group Counsel at Ameriprise Financial Services, Inc.
Industry Law Practice
Experience
Ameriprise Financial Services, Inc.   2014 - Present
Rubin, Fortunato & Harbison P.C.   2000 - 2014
United States Marine Corps  1984 - 1994

Skills
Civil Litigation, Trade Secrets, Employment..., Commercial Litigation, Legal Writing, Arbitration, Unfair Competition, Litigation, Restrictive Covenants, Non-disclosure..., Non-compete Agreements, Securities Litigation, Employment Law, Trial Practice, Corporate Law, Discrimination, Legal Research, Business Litigation

Education
Temple University   1988 — 1991
J.D., Law

University of Pennsylvania   1980 — 1984
B.A., History

Milton Academy   1974 — 1980

Gary Bergeson, MSFS, CLU, ChFC, CEBS Gary Bergeson, MSFS, CLU, ChFC, CEBS Greater Minneapolis-St. Paul Area Details
Gary Bergeson, MSFS, CLU, ChFC, CEBS's Ameriprise Financial Services, Inc. Experience September 1996 - April 2009
Job CoOwner at JP Ventures of Bloomington, LLC
Industry Financial Services
Experience
JP Ventures of Bloomington, LLC   2011 - Present
H & R Block  January 2010 - April 2012
Ameriprise Financial Services, Inc.   September 1996 - April 2009
Ameriprise Financial  September 1996 - April 2009
IKON Office Solutions  November 1994 - August 1996
First Bank System  November 1986 - November 1994

Skills
Leadership, Management, Risk Management, Insurance, Analysis, Operations Management

Education
University of St. Thomas - Opus College of Business   2010 — 2010
Mini-MBA, Business

H&R Block   2009 — 2009
Tax

The American College   2000 — 2002
Master Science Financial Services (MSFS), CLU, ChFC, Financial Services

University of Pennsylvania - The Wharton School
CEBS, Employee Benefits

University of St. Thomas
BA, Business Administration-Finance

Bradley L. Shelman, ChFC, CRPC Bradley L. Shelman, ChFC, CRPC Iowa City, Iowa Area Details
Bradley L. Shelman, ChFC, CRPC's Ameriprise Financial Services, Inc. Experience September 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1993 - Present

Education
University of Iowa   1988 — 1992
B.B.A., Business Administration

The American College

The College of Financial Planning

Taylor McLean Taylor McLean San Angelo, Texas Area Details
Taylor McLean's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Associate Financial Advisor at Ameripri
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2009 - Present

Education
Texas Tech University   2007 — 2008
Master of Science, Personal Financial Planning

Texas Tech University - Rawls College of Business   2007 — 2008
Masters in Business Administration, General Business

Texas Tech University - Rawls College of Business   2003 — 2007
Bachelor of Business Administration, Finance

Christella McCall Christella McCall Houston, Texas Area Details
Christella McCall's Ameriprise Financial Services, Inc. Experience 2001 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2001 - 2002

Skills
Financial Analysis, Customer Service, Microsoft Excel, Accounts Payable, Microsoft Office, Microsoft Word

Education
Texas Southern University   1991 — 1995
Bachelor's degree, Accounting

Jesse H. Jones High School

Holly Sutton Holly Sutton Greater Denver Area Details
Holly Sutton's Ameriprise Financial Services, Inc. Experience May 2007 - August 2007
Job Trust Officer at Colorado State Bank and Trust
Industry Legal Services
Experience
Colorado State Bank and Trust  January 2015 - Present
Colorado State Bank and Trust  August 2013 - January 2015
Denver Probate Court  September 2012 - December 2012
Denver District Court  May 2012 - August 2012
University of Colorado Law School, Career Development Office   May 2011 - August 2012
Collin County Children’s Advocacy Center  June 2008 - July 2008
Ameriprise Financial Services, Inc.   May 2007 - August 2007

Skills
Nonprofits, Community Outreach, Legal Writing, Research, Trust Services, Estate Administration, Estate Planning, Trusts, Wills

Education
University of Colorado School of Law   2010 — 2013
J.D., Tax Emphasis Certificate, Entrepreneurial Law Certificate

Texas A&M University - Mays Business School   2006 — 2010
BBA in Finance, BBA in Management, Minor in Economics, Magna Cum Laude, Business Honors

Jacob Waggoner Jacob Waggoner Keller, Texas Details
Jacob Waggoner's Ameriprise Financial Services, Inc. Experience March 2005 - September 2007
Job Enterprise Accounting Supervisor at DynCorp International
Industry Accounting
Experience
DynCorp International  June 2014 - Present
Deloitte & Touche LLP  January 2013 - June 2014
Chase Investment Services Corp.  May 2010 - January 2012
Fidelity Investments  September 2007 - January 2010
Ameriprise Financial Services, Inc.   March 2005 - September 2007

Skills
Certified Financial..., Financial Advisory, Strategic Financial..., Retirement Planning, Wealth Management, Asset Management, Securities, Tax Planning, Financial Analysis, US GAAP, GAAP, Financial Planning, Leadership

Education
Texas Christian University   2012 — 2012
Master of Accounting, Accounting

University of North Texas   2004 — 2004
Bachelor of Arts and Science, Spanish Business

Ty Needler Ty Needler Greater Chicago Area Details
Ty Needler's Ameriprise Financial Services, Inc. Experience January 2010 - February 2011
Job Director External Sales at Elkhorn Investments
Industry Financial Services
Experience
Elkhorn Investments   September 2013 - Present
Invesco PowerShares Capital Management  January 2011 - September 2013
Ameriprise Financial Services, Inc.   January 2010 - February 2011

Skills
ETFs, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Series 63, Investment Strategies, Investment Management, Wealth Management, Series 65, Investments, Uniform Combined State..., FINRA, Investment Advisory

Education
Taylor University   2005 — 2009
Bachelor of Science, Finance

Andrew Cashiola Andrew Cashiola Houston, Texas Area Details
Andrew Cashiola's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Regional Sales Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2013 - Present
Southwest Securities  September 2011 - Present
Morgan Keegan  March 2007 - June 2011
UBS Wealth Management  January 1999 - March 2007

Skills
Finance, Process Improvement

Education
Texas Tech University   1983 — 1987
Economics

Daniel Hendren Daniel Hendren San Antonio, Texas Details
Daniel Hendren's Ameriprise Financial Services, Inc. Experience October 2004 - February 2009
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA  February 2009 - Present
Ameriprise Financial Services, Inc.   October 2004 - February 2009

Education
Southwest Texas State University   1997 — 2002
Bachelor of Science, Geography - Resource & Environmental Studies

Rosemary DeHaven Rosemary DeHaven San Antonio, Texas Details
Rosemary DeHaven's Ameriprise Financial Services, Inc. Experience May 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 1995 - Present

Education
The University of Dallas   1987 — 1989
Master of Business Administration (MBA), Personal Finance

Texas Tech University   1967 — 1971
Bachelor of Business Administration (BBA), Marketing

Robert Lapp Robert Lapp Harrison, Arkansas Details
Robert Lapp's Ameriprise Financial Services, Inc. Experience 2006 - 2010
Job Sales Manager at Ramsey Motor Company
Industry Automotive
Experience
Ramsey Motor Company   August 2014 - Present
Midwest Drywall  December 2012 - April 2014
Ameriprise Financial Services, Inc.   2006 - 2010
Ratech Construction   January 2003 - May 2006
Bennett Building Systems, Inc.   1999 - 2003

Skills
Financial Services, Asset Management, Mutual Funds, Project Planning, Budgets, Financial Analysis, Strategic Planning

Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Finance, General

Burleson High School

Texas A&M University

Aaron Hoge Aaron Hoge Houston, Texas Area Details
Aaron Hoge's Ameriprise Financial Services, Inc. Experience November 2004 - June 2006
Job
Industry Financial Services
Experience
Fidelity Investments  September 2006 - June 2013
Ameriprise Financial Services, Inc.   November 2004 - June 2006
AIM Fund Services   October 1994 - April 2004

Skills
Business Analysis, Sales Management, Business Strategy, Project Planning, Finance, Coaching, Marketing, Change Management, Strategic Financial...

Education
Texas A&M University   1989 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General

Daniel Wechsler Daniel Wechsler Allentown, Pennsylvania Details
Daniel Wechsler's Ameriprise Financial Services, Inc. Experience April 2007 - July 2007
Job Attorney at Amato Keating and Lessa, PC
Industry Law Practice
Experience
Amato Keating and Lessa, PC   February 2008 - Present
Ameriprise Financial Services, Inc.   April 2007 - July 2007

Skills
Civil Litigation, Litigation

Education
University of Dayton   2003 — 2006
Juris Doctor, Law

Temple University   1999 — 2003
Bachelor of Arts (B.A.), Philosophy and Criminal Justice

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