Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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Ameriprise Financial Services, Inc. Employees
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
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
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
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
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
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
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
????????????????? 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
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
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
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
Ameriprise Financial Services, Inc. October 1999 - Present
Education
Texas State University
BBA in Finance, earned CFP from Rice, Finance
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. August 2013 - Present
Langford & Associates October 1991 - August 2013
Education
Franklin Road Academy 1972 — 1982
Tennessee Technological University
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
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
Ameriprise Financial Services, Inc. September 1986 - Present
Education
Texas A&M University 1973 — 1977
Bachelor of Arts (B.A.), Business Administration and Management, General
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
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
Ameriprise Financial Services, Inc. August 2001 - Present
Education
Texas A&M University 1996 — 2000
Bachelor of Business Administration
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
Ameriprise Financial 2009 - Present
Ameriprise Financial Services, Inc. September 2007 - Present
AG Edwards January 1993 - September 2007
Education
Texas A&M University 1976 — 1979
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%
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. June 1987 - Present
Education
The American College
The Denver College for Financial Planning
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
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
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
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
Ameriprise Financial Services, Inc. 1995 - Present
Education
Texas A&M University 1989 — 1993
BS, Economics
Ameriprise Financial Services, Inc. August 1993 - Present
Education
Texas Southern University 1964 — 1975
BA, Economics, Math
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
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
Ameriprise Financial Services, Inc. March 2003 - Present
Education
Texas Christian University 2000 — 2002
BBA, Marketing & Finance
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
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
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
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
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
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
Ameriprise Financial Services, Inc. 1993 - Present
Education
Texas A&M University 1981 — 1985
BBA, Accounting
Certified Public Accountant, Personal Financial Specialist
CPA, PFS
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
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
Ameriprise Financial Services, Inc. June 1988 - Present
Education
Texas A&M University-Commerce
Bachelor of Business Administration (B.B.A.)
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. August 1999 - Present
Education
Texas A&M University 1991 — 1996
Bachelor of Science (BS), Industrial Distribution
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
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
Ameriprise Financial Services, Inc. April 1992 - Present
Education
Texas Tech University 1974 — 1978
Bachelor of Arts (B.A.)
Ameriprise Financial Services, Inc. July 1991 - Present
Education
The American College
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
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
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 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
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
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
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
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
Ameriprise Financial Services, Inc. January 2014 - Present
Education
Texas Christian University
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
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
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
Ameriprise Financial Services, Inc. April 2012 - October 2014
US Celular August 2001 - March 2012
Education
Tennessee Temple University 1977 — 1980
Education
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
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
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
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
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
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
Ameriprise Financial Services, Inc. 2014 - Present
Southwest Securities 2004 - 2014
Education
Texas Tech University 1982 — 1987
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. February 1993 - Present
Education
Texas Tech University
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
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
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
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
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
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
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
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
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
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
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
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
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
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