Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Cameron Michael Smith Cameron Michael Smith's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Wholesale Representative at Acne Studios AB
Industry Apparel & Fashion
Experience
Acne Studios AB March 2015 - Present
Theory November 2014 - March 2015
Marc Jacobs January 2014 - December 2014
Let's Play House NYC, L.L.C. 2012 - 2013
Fashion Executive 2012 - 2012
Barnes & Noble 2009 - 2012
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Publicity, Facebook, Microsoft Exchange, Microsoft Powerpoint, Social Media, Travel Planning, Phone Etiquette, Oral & Written..., Press Releases, Event Planning, E-commerce, Concur, Adobe Creative Suite, Adobe Acrobat, Internet Business..., A&R, Travel Management, Business Travel, Expense Reports, Expense Management, Expense Allocation, Writing, Proposal Writing, Presentation Development, Calendar Planning, Event Management, Market Research, Social Media Marketing, Product Marketing, Email Marketing, Online Marketing, Strategic Planning, Cultural Awareness, Music Industry, Music Publishing, Music Licensing, Talent Scouting, Brand Development, Branding & Identity, Google Drive, Database Management, Blue Cherry, Sales Analysis, Project Management, Budget Management, Scheduling
Education
The Ohio State University 2007 — 2011
Bachelor of Arts (BA), Philosophy, 3.4
Acne Studios AB March 2015 - Present
Theory November 2014 - March 2015
Marc Jacobs January 2014 - December 2014
Let's Play House NYC, L.L.C. 2012 - 2013
Fashion Executive 2012 - 2012
Barnes & Noble 2009 - 2012
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Publicity, Facebook, Microsoft Exchange, Microsoft Powerpoint, Social Media, Travel Planning, Phone Etiquette, Oral & Written..., Press Releases, Event Planning, E-commerce, Concur, Adobe Creative Suite, Adobe Acrobat, Internet Business..., A&R, Travel Management, Business Travel, Expense Reports, Expense Management, Expense Allocation, Writing, Proposal Writing, Presentation Development, Calendar Planning, Event Management, Market Research, Social Media Marketing, Product Marketing, Email Marketing, Online Marketing, Strategic Planning, Cultural Awareness, Music Industry, Music Publishing, Music Licensing, Talent Scouting, Brand Development, Branding & Identity, Google Drive, Database Management, Blue Cherry, Sales Analysis, Project Management, Budget Management, Scheduling
Education
The Ohio State University 2007 — 2011
Bachelor of Arts (BA), Philosophy, 3.4
Selena Nhoua Yang Selena Nhoua Yang's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Sr. Administrative Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Five Star Professional July 2013 - October 2014
Nouveaux July 2012 - July 2013
The Travelers Companies, Inc. (TRV) April 2001 - June 2012
World Financial Group, Calgary (WFG) November 2006 - June 2008
Avis Budget Group December 2005 - June 2006
Skills
Management, Insurance, Leadership, Process Improvement, Training, Program Management, Analysis, Sales, Risk Management, Underwriting, Recruiting, Project Management, Human Resources, Marketing, Team Building, SharePoint, Strategic Planning, Onboarding, Negotiation, Project Planning, Salesforce.com, Access, Ariba, Audix, Budgets, Claims, Lotus Notes, Microsoft Excel, Microsoft Office, Outlook, Quickplace, Workers Compensation, Customer Service, Property, Concur
Education
The College of St. Scholastica 2009 — 2011
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, Cum Laude Graduate
United International College (Zhuhai, China) 2010 — 2010
Undergraduate Semester Exchange, International Economics and Chinese culture
State of Minnesota - Kaplan Financial 2007 — 2008
Resident Producer, Life & Health (Non-Renewed)
Ameriprise Financial Services, Inc. October 2014 - Present
Five Star Professional July 2013 - October 2014
Nouveaux July 2012 - July 2013
The Travelers Companies, Inc. (TRV) April 2001 - June 2012
World Financial Group, Calgary (WFG) November 2006 - June 2008
Avis Budget Group December 2005 - June 2006
Skills
Management, Insurance, Leadership, Process Improvement, Training, Program Management, Analysis, Sales, Risk Management, Underwriting, Recruiting, Project Management, Human Resources, Marketing, Team Building, SharePoint, Strategic Planning, Onboarding, Negotiation, Project Planning, Salesforce.com, Access, Ariba, Audix, Budgets, Claims, Lotus Notes, Microsoft Excel, Microsoft Office, Outlook, Quickplace, Workers Compensation, Customer Service, Property, Concur
Education
The College of St. Scholastica 2009 — 2011
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, Cum Laude Graduate
United International College (Zhuhai, China) 2010 — 2010
Undergraduate Semester Exchange, International Economics and Chinese culture
State of Minnesota - Kaplan Financial 2007 — 2008
Resident Producer, Life & Health (Non-Renewed)
Duane Lusson Duane Lusson's Ameriprise Financial Services, Inc. Experience December 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1991 - Present
Education
The American College 2007 — 2011
Master of Science-Financial Services
College of Financial Planning 1998 — 2000
Certified Financial Planner, Financial Planning and Services
University of Iowa 1987 — 1991
BBA, Accounting and Finance
Ameriprise Financial Services, Inc. December 1991 - Present
Education
The American College 2007 — 2011
Master of Science-Financial Services
College of Financial Planning 1998 — 2000
Certified Financial Planner, Financial Planning and Services
University of Iowa 1987 — 1991
BBA, Accounting and Finance
Shaun Patterson, CERTIFIED FINANCIAL PLANNER™ Shaun Patterson, CERTIFIED FINANCIAL PLANNER™'s Ameriprise Financial Services, Inc. Experience April 2003 - Present
Job Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2003 - Present
UBS Wealth Management 1993 - 2003
Education
The Ohio State University 1982 — 1986
Bachelor of Science (BS), Marketing
Ameriprise Financial Services, Inc. April 2003 - Present
UBS Wealth Management 1993 - 2003
Education
The Ohio State University 1982 — 1986
Bachelor of Science (BS), Marketing
Amy Austria Amy Austria's Ameriprise Financial Services, Inc. Experience May 2014 - August 2014
Job Marketing Intern at BHDP Architecture
Industry Market Research
Experience
BHDP Architecture August 2015 - Present
Emerson Network Power May 2015 - August 2015
Lextant May 2014 - March 2015
Ameriprise Financial Services, Inc. May 2014 - August 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
Home Goods Retailer February 2012 - August 2012
Skyline Chili June 2010 - August 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Marketing, Marketing Strategy, Events Coordination, Market Research
Education
The Ohio State University 2012 — 2016
Bachelor of Science (BS), Marketing
The Ohio State University
Minor: Engineering Sciences
Carroll High School 2008 — 2012
BHDP Architecture August 2015 - Present
Emerson Network Power May 2015 - August 2015
Lextant May 2014 - March 2015
Ameriprise Financial Services, Inc. May 2014 - August 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
Home Goods Retailer February 2012 - August 2012
Skyline Chili June 2010 - August 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Marketing, Marketing Strategy, Events Coordination, Market Research
Education
The Ohio State University 2012 — 2016
Bachelor of Science (BS), Marketing
The Ohio State University
Minor: Engineering Sciences
Carroll High School 2008 — 2012
Heather Blood Heather Blood's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Reasearch Assistant at University of Minnesota Duluth
Industry Political Organization
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
UMD Stores November 2010 - Present
University of Minnesota Duluth March 2014 - September 2014
Gap Inc. 2008 - 2010
McDonald's Corporation 2007 - 2008
Skills
Social Media, Event Planning, Facebook, Political Science, Politics, PowerPoint, Public Speaking, Microsoft Office, Research, Social Networking, Political Campaigns, Customer Service, Public Relations, Microsoft Word, Microsoft Excel, Time Management, Leadership, Teamwork
Education
The George Washington University 2015 — 2017
Master’s Degree, Political Management
University of Minnesota-Duluth 2010 — 2014
Political Science BA, Political Science and Government
University of Worcester 2011 — 2012
Ameriprise Financial Services, Inc. May 2014 - Present
UMD Stores November 2010 - Present
University of Minnesota Duluth March 2014 - September 2014
Gap Inc. 2008 - 2010
McDonald's Corporation 2007 - 2008
Skills
Social Media, Event Planning, Facebook, Political Science, Politics, PowerPoint, Public Speaking, Microsoft Office, Research, Social Networking, Political Campaigns, Customer Service, Public Relations, Microsoft Word, Microsoft Excel, Time Management, Leadership, Teamwork
Education
The George Washington University 2015 — 2017
Master’s Degree, Political Management
University of Minnesota-Duluth 2010 — 2014
Political Science BA, Political Science and Government
University of Worcester 2011 — 2012
Ron Caruso CFP®, ChFC®, CLU® Ron Caruso CFP®, ChFC®, CLU®'s Ameriprise Financial Services, Inc. Experience January 2007 - Present
Job Private Wealth Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2007 - Present
American Express Financial Advisors January 2000 - January 2007
American Express Financial Advisors January 1986 - January 1996
IDS Investors Diversified Services January 1984 - January 1986
Steak and Ale/ Bennigan's February 1972 - September 1982
Education
The Ohio State University 1966 — 1971
BS, Business Administration
Ameriprise Financial Services, Inc. January 2007 - Present
American Express Financial Advisors January 2000 - January 2007
American Express Financial Advisors January 1986 - January 1996
IDS Investors Diversified Services January 1984 - January 1986
Steak and Ale/ Bennigan's February 1972 - September 1982
Education
The Ohio State University 1966 — 1971
BS, Business Administration
Michael Stafford Michael Stafford's Ameriprise Financial Services, Inc. Experience 2004 - Present
Job Financial Advisor at Scioto Wealth Strategies.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2004 - Present
The Ohio State University August 1998 - June 2003
Skills
Retirement, Finance, Marketing, Microsoft Office, Wealth Management, Investment Strategies, Retirement Planning, Financial Planning, Team Building, Public Speaking, Strategic Financial..., Mutual Funds, Financial Services, Investments, Customer Service, Series 7, Time Management
Education
The Ohio State University 1998 — 2003
BA, Bachelor of Arts
Upper Arlington High School 1994 — 1998
Ameriprise Financial Services, Inc. 2004 - Present
The Ohio State University August 1998 - June 2003
Skills
Retirement, Finance, Marketing, Microsoft Office, Wealth Management, Investment Strategies, Retirement Planning, Financial Planning, Team Building, Public Speaking, Strategic Financial..., Mutual Funds, Financial Services, Investments, Customer Service, Series 7, Time Management
Education
The Ohio State University 1998 — 2003
BA, Bachelor of Arts
Upper Arlington High School 1994 — 1998
Kristen Kaufman Kristen Kaufman's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Student at The Ohio State University
Industry Public Relations and Communications
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
National Kidney Foundation January 2015 - April 2015
Ameriprise Financial Services, Inc. April 2014 - January 2015
Tanuki Japanese Steakhouse November 2012 - August 2013
Skills
Time Management, Microsoft Excel, Microsoft Word, Microsoft Publisher, Cooperation, Interpersonal Skills, Communication, Working With Clients, Thompson One, Teamwork, Social Media
Education
The Ohio State University 2015 — 2017
Strategic Communication
University of Cincinnati 2013 — 2015
Communication and Public Relations
Ameriprise Financial Services, Inc. April 2015 - Present
National Kidney Foundation January 2015 - April 2015
Ameriprise Financial Services, Inc. April 2014 - January 2015
Tanuki Japanese Steakhouse November 2012 - August 2013
Skills
Time Management, Microsoft Excel, Microsoft Word, Microsoft Publisher, Cooperation, Interpersonal Skills, Communication, Working With Clients, Thompson One, Teamwork, Social Media
Education
The Ohio State University 2015 — 2017
Strategic Communication
University of Cincinnati 2013 — 2015
Communication and Public Relations
Travis Allen Travis Allen's Ameriprise Financial Services, Inc. Experience 1996 - 1998
Job Director, Alta Capital LLC
Industry Investment Management
Experience
Alta Capital, LLC 2008 - Present
KeyBank 2006 - 2008
JP Morgan Chase 2003 - 2006
Forum Partners 2002 - 2002
JPMorgan Chase & Co. 1998 - 2000
Ameriprise Financial Services, Inc. 1996 - 1998
Skills
Asset Managment, Capital Markets, Investments, Alternative Investments, New Business Development, Institutional Sales, Investment Sales, Family Office, Commercial Real Estate, Private Equity, Hedge Funds, Mutual Funds, ETFs, Equities, Mezzanine, Fixed Income, Valuation, Portfolio Management, Financial Analysis, Risk Management, Finance, Asset Allocation, Portfolio Optimization
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Finance
The American College
Certified Financial Planner designation
Utah State University
BS, Finance
Alta Capital, LLC 2008 - Present
KeyBank 2006 - 2008
JP Morgan Chase 2003 - 2006
Forum Partners 2002 - 2002
JPMorgan Chase & Co. 1998 - 2000
Ameriprise Financial Services, Inc. 1996 - 1998
Skills
Asset Managment, Capital Markets, Investments, Alternative Investments, New Business Development, Institutional Sales, Investment Sales, Family Office, Commercial Real Estate, Private Equity, Hedge Funds, Mutual Funds, ETFs, Equities, Mezzanine, Fixed Income, Valuation, Portfolio Management, Financial Analysis, Risk Management, Finance, Asset Allocation, Portfolio Optimization
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Finance
The American College
Certified Financial Planner designation
Utah State University
BS, Finance
Garrett M. Groebner Garrett M. Groebner's Ameriprise Financial Services, Inc. Experience September 2008 - December 2008
Job Garrett Michael Financial
Industry Financial Services
Experience
Garrett Michael Financial April 2010 - Present
The College of St. Scholastica January 2009 - May 2009
Ameriprise Financial Services, Inc. September 2008 - December 2008
FedEx May 2008 - September 2008
College Funding Strategies Inc. June 2008 - August 2008
Skills
Finance, Customer Service, Leadership, Economics, Process Improvement, Microsoft Excel, PowerPoint, Financial Analysis, Management, Data Analysis, Analysis, Team Leadership, Teamwork, Budgets, Sales
Education
The College of St. Scholastica 2005 — 2009
Bachelor of Arts (B.A.) Finance & Economics
Garrett Michael Financial April 2010 - Present
The College of St. Scholastica January 2009 - May 2009
Ameriprise Financial Services, Inc. September 2008 - December 2008
FedEx May 2008 - September 2008
College Funding Strategies Inc. June 2008 - August 2008
Skills
Finance, Customer Service, Leadership, Economics, Process Improvement, Microsoft Excel, PowerPoint, Financial Analysis, Management, Data Analysis, Analysis, Team Leadership, Teamwork, Budgets, Sales
Education
The College of St. Scholastica 2005 — 2009
Bachelor of Arts (B.A.) Finance & Economics
Bruce Tobin Jr. Bruce Tobin Jr.'s Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Economics and International Affairs
Boston College High School 2005 — 2009
Ameriprise Financial Services, Inc. March 2014 - Present
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Economics and International Affairs
Boston College High School 2005 — 2009
Mario Anderson's Ameriprise Financial Services, Inc. Experience July 2011 - September 2011
Job Quality Control Associate at Rels Valuation
Industry Consumer Services
Experience
Rels Valuation July 2014 - Present
Pro Staff April 2012 - July 2014
The Mergis Group November 2011 - March 2012
Ameriprise Financial Services, Inc. July 2011 - September 2011
Colonial Life April 2010 - June 2011
Pennsylvania Life February 2010 - April 2010
Speedway SuperAmerica LLC May 2006 - December 2009
US Bank Corporate Trust August 1998 - May 2006
US Bank 24 Hour Banking August 1996 - August 1998
Skills
Recruiting, Employee Benefits, Insurance, Customer Service, Sales, Training, Leadership, Marketing, Management, Coaching, Employee Relations, Account Management, Team Building, Health Insurance, New Business Development, Call Centers, CRM, Networking, Team Leadership, Banking, Analysis, Outlook, Human Resources, Small Business, Finance, Interviews, Microsoft Excel, Customer Satisfaction, Customer Retention, Time Management, Cold Calling, Auditing, Financial Services, Risk Assessment
Education
University of Northwestern 1995 — 1996
Bachelor's Degree, Business Organizational Administration
University of Maryland
Bachelor's Degree, Business Administration
The American College 2012 — 2013
Certificate in Paraplanner Development, Financial Planning and Services, GPA 3.6
Rels Valuation July 2014 - Present
Pro Staff April 2012 - July 2014
The Mergis Group November 2011 - March 2012
Ameriprise Financial Services, Inc. July 2011 - September 2011
Colonial Life April 2010 - June 2011
Pennsylvania Life February 2010 - April 2010
Speedway SuperAmerica LLC May 2006 - December 2009
US Bank Corporate Trust August 1998 - May 2006
US Bank 24 Hour Banking August 1996 - August 1998
Skills
Recruiting, Employee Benefits, Insurance, Customer Service, Sales, Training, Leadership, Marketing, Management, Coaching, Employee Relations, Account Management, Team Building, Health Insurance, New Business Development, Call Centers, CRM, Networking, Team Leadership, Banking, Analysis, Outlook, Human Resources, Small Business, Finance, Interviews, Microsoft Excel, Customer Satisfaction, Customer Retention, Time Management, Cold Calling, Auditing, Financial Services, Risk Assessment
Education
University of Northwestern 1995 — 1996
Bachelor's Degree, Business Organizational Administration
University of Maryland
Bachelor's Degree, Business Administration
The American College 2012 — 2013
Certificate in Paraplanner Development, Financial Planning and Services, GPA 3.6
Gene Redding's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial September 2013 - Present
Ameriprise Financial Services, Inc. 2007 - 2013
Citigroup 2000 - 2007
USMC 2000 - 2004
Morgan Stanley 1998 - 2000
USMC 1982 - 1996
Education
The Citadel 1989 — 1992
Bachelors, English
St. James 1978 — 1982
UCLA Anderson School of Management
Entrepreneurship
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial September 2013 - Present
Ameriprise Financial Services, Inc. 2007 - 2013
Citigroup 2000 - 2007
USMC 2000 - 2004
Morgan Stanley 1998 - 2000
USMC 1982 - 1996
Education
The Citadel 1989 — 1992
Bachelors, English
St. James 1978 — 1982
UCLA Anderson School of Management
Entrepreneurship
Alex Tuttle, CRPC® Alex Tuttle, CRPC®'s Ameriprise Financial Services, Inc. Experience September 2010 - Present
Job Financial Advisor & Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2010 - Present
Education
The College of St. Scholastica 2006 — 2010
Bachelors of Science in Finance, Concentration in Management
Ameriprise Financial Services, Inc. September 2010 - Present
Education
The College of St. Scholastica 2006 — 2010
Bachelors of Science in Finance, Concentration in Management
Adrian Pernick Adrian Pernick's Ameriprise Financial Services, Inc. Experience November 2003 - November 2005
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA November 2005 - Present
Ameriprise Financial Services, Inc. November 2003 - November 2005
Ameriprise Financial Services, Inc. December 2001 - November 2003
Skills
Series 7, Series 65, Series 63, Retirement Planning, Health Insurance, Long-term Care, Medicare, Investment Strategies, Estate Planning, Fixed Annuities, IRAs, Retirement, Investment Advisory, Financial Planners, 401k, Wealth Management, Mutual Funds, Asset Allocation, Wealth, Life Insurance, FINRA, 401k Rollovers, Securities, Wealth Accumulation, Long Term Care Insurance, Variable Annuities, Strategic Financial..., Disability Insurance, Term Life Insurance, Investments, Portfolio Management, Asset Management, Roth IRA, Personal Financial..., Financial Planning
Education
The Catholic University of America, Columbus School of Law 1989 — 1992
Doctor of Law (J.D.), Law
Tulane University 1985 — 1989
Bachelor of Arts (B.A.), English Language and Literature, General
USAA November 2005 - Present
Ameriprise Financial Services, Inc. November 2003 - November 2005
Ameriprise Financial Services, Inc. December 2001 - November 2003
Skills
Series 7, Series 65, Series 63, Retirement Planning, Health Insurance, Long-term Care, Medicare, Investment Strategies, Estate Planning, Fixed Annuities, IRAs, Retirement, Investment Advisory, Financial Planners, 401k, Wealth Management, Mutual Funds, Asset Allocation, Wealth, Life Insurance, FINRA, 401k Rollovers, Securities, Wealth Accumulation, Long Term Care Insurance, Variable Annuities, Strategic Financial..., Disability Insurance, Term Life Insurance, Investments, Portfolio Management, Asset Management, Roth IRA, Personal Financial..., Financial Planning
Education
The Catholic University of America, Columbus School of Law 1989 — 1992
Doctor of Law (J.D.), Law
Tulane University 1985 — 1989
Bachelor of Arts (B.A.), English Language and Literature, General
Denise Meinster Denise Meinster's Ameriprise Financial Services, Inc. Experience April 1994 - March 2009
Job Sales Executive at Nottingham Insurance
Industry Insurance
Experience
Nottingham Insurance February 2012 - Present
Marsilio's Kitchen (Restaurant/Catering) September 1986 - Present
Ameriprise Financial Services, Inc. April 1994 - March 2009
Skills
Retirement Planning, Life Insurance, Estate Planning, Insurance Brokerage, Charitable Gift..., Indexed Annuities, Buy-Sell, Irrevocable Life..., Disability Benefits, Property & Casualty..., Series 6, Small Business, Commercial Insurance, Finance, Professional Liability, Financial Planners, Insurance, Disability Insurance, Fixed Annuities, Financial Advisory, Financial Planning
Education
The College of New Jersey 1982 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Nottingham Insurance February 2012 - Present
Marsilio's Kitchen (Restaurant/Catering) September 1986 - Present
Ameriprise Financial Services, Inc. April 1994 - March 2009
Skills
Retirement Planning, Life Insurance, Estate Planning, Insurance Brokerage, Charitable Gift..., Indexed Annuities, Buy-Sell, Irrevocable Life..., Disability Benefits, Property & Casualty..., Series 6, Small Business, Commercial Insurance, Finance, Professional Liability, Financial Planners, Insurance, Disability Insurance, Fixed Annuities, Financial Advisory, Financial Planning
Education
The College of New Jersey 1982 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Deborah Hecht's Ameriprise Financial Services, Inc. Experience September 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1991 - Present
Education
The George Washington University 1981 — 1985
West Orange High School
Ameriprise Financial Services, Inc. September 1991 - Present
Education
The George Washington University 1981 — 1985
West Orange High School
Conny Spann Conny Spann's Ameriprise Financial Services, Inc. Experience 1980 - 1984
Job Senior Project Manager at Safeco Insurance
Industry Information Services
Experience
Safeco Insurance February 2014 - Present
Premera Blue Cross March 2013 - January 2014
Pemco Insurance March 2010 - March 2013
Seattle Public Schools October 2008 - December 2009
Northwest Airlines April 2006 - September 2008
Target 1995 - April 2006
Marshall Field's (Department Store Division of Target Stores) 1990 - 1995
US Bank 1984 - 1990
Ameriprise Financial Services, Inc. 1980 - 1984
Skills
Retail, Banking, Finance, Program Management, Agile Methodologies, Project Management, PMP, Management, Analysis, Integration, SDLC, Leadership, Software Documentation, Microsoft SQL Server, Visio
Education
Agile Coach Retreat
Agile Coach Retreat
Bethel University
BA
The George Washington University
Project Management Masters Certification
Safeco Insurance February 2014 - Present
Premera Blue Cross March 2013 - January 2014
Pemco Insurance March 2010 - March 2013
Seattle Public Schools October 2008 - December 2009
Northwest Airlines April 2006 - September 2008
Target 1995 - April 2006
Marshall Field's (Department Store Division of Target Stores) 1990 - 1995
US Bank 1984 - 1990
Ameriprise Financial Services, Inc. 1980 - 1984
Skills
Retail, Banking, Finance, Program Management, Agile Methodologies, Project Management, PMP, Management, Analysis, Integration, SDLC, Leadership, Software Documentation, Microsoft SQL Server, Visio
Education
Agile Coach Retreat
Agile Coach Retreat
Bethel University
BA
The George Washington University
Project Management Masters Certification
Austin Stewart Austin Stewart's Ameriprise Financial Services, Inc. Experience August 2014 - May 2015
Job Student at The Ohio State University
Industry International Affairs
Experience
Iridium May 2015 - August 2015
Ameriprise Financial Services, Inc. August 2014 - May 2015
Iridium Communications June 2014 - August 2014
The Ohio State University May 2013 - August 2013
The Ohio State University August 2012 - August 2013
Skills
Event Planning, Data Analysis, Time Management, Leadership Development, Recruiting, English, Microsoft Office
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2016
Bachelor of Science (B.S.), Finance, General
The Ohio State University 2011 — 2016
Bachelor of Arts (B.A.), International/Global Studies
The Ohio State University 2011 — 2016
Minor, Russian Language and Literature
Saint Petersburg State Polytechnical University 2014 — 2014
Russian Studies
Iridium May 2015 - August 2015
Ameriprise Financial Services, Inc. August 2014 - May 2015
Iridium Communications June 2014 - August 2014
The Ohio State University May 2013 - August 2013
The Ohio State University August 2012 - August 2013
Skills
Event Planning, Data Analysis, Time Management, Leadership Development, Recruiting, English, Microsoft Office
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2016
Bachelor of Science (B.S.), Finance, General
The Ohio State University 2011 — 2016
Bachelor of Arts (B.A.), International/Global Studies
The Ohio State University 2011 — 2016
Minor, Russian Language and Literature
Saint Petersburg State Polytechnical University 2014 — 2014
Russian Studies
Marco Fattorini, CFP®, CRPC® Marco Fattorini, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2006 - Present
Education
The George Washington University
Ameriprise Financial Services, Inc. July 2006 - Present
Education
The George Washington University
Nicholas Beres, CFP®'s Ameriprise Financial Services, Inc. Experience October 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. CA Insurance #0J08801
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
H&R Block Financial Advisors October 2004 - September 2009
Education
The Ohio State University 2000 — 2004
Human Ecology, Family Resource Management specializing in Family Financial Management
Ameriprise Financial Services, Inc. October 2009 - Present
H&R Block Financial Advisors October 2004 - September 2009
Education
The Ohio State University 2000 — 2004
Human Ecology, Family Resource Management specializing in Family Financial Management
Sean Kacer Sean Kacer's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Sr Product Specialist at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. January 2013 - January 2015
Ameriprise Financial Services, Inc. May 2011 - January 2013
Mound Westonka High School February 2010 - May 2011
CPP North America September 2009 - February 2010
College of Saint Scholastica September 2008 - May 2009
Sears, Roebuck and Co. August 2008 - March 2009
Skills
Series 7, Trading, Series 63, Financial Services, Brokerage, Mutual Funds, Securities, Customer Service, Equities, Finance, Fixed Income
Education
The College of St. Scholastica 2005 — 2009
BA, English
Mound Westonka High School 2000 — 2005
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. January 2013 - January 2015
Ameriprise Financial Services, Inc. May 2011 - January 2013
Mound Westonka High School February 2010 - May 2011
CPP North America September 2009 - February 2010
College of Saint Scholastica September 2008 - May 2009
Sears, Roebuck and Co. August 2008 - March 2009
Skills
Series 7, Trading, Series 63, Financial Services, Brokerage, Mutual Funds, Securities, Customer Service, Equities, Finance, Fixed Income
Education
The College of St. Scholastica 2005 — 2009
BA, English
Mound Westonka High School 2000 — 2005
Christopher Maino Christopher Maino's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Assistant Financial Planner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Neff Rental May 2012 - October 2012
The Citadel September 2011 - May 2012
The Citadel August 2008 - May 2012
Amyco Relocation May 2011 - August 2011
Amyco Relocation May 2010 - August 2010
Boca Java 2008 - 2008
Skills
Leadership, PowerPoint, Public Speaking, Teamwork, Financial Analysis, Procurement, Team Building, Microsoft Office, Team Leadership
Education
The Citadel 2008 — 2012
BS, Business Administration
Atlee High School 2005 — 2008
Ameriprise Financial Services, Inc. September 2012 - Present
Neff Rental May 2012 - October 2012
The Citadel September 2011 - May 2012
The Citadel August 2008 - May 2012
Amyco Relocation May 2011 - August 2011
Amyco Relocation May 2010 - August 2010
Boca Java 2008 - 2008
Skills
Leadership, PowerPoint, Public Speaking, Teamwork, Financial Analysis, Procurement, Team Building, Microsoft Office, Team Leadership
Education
The Citadel 2008 — 2012
BS, Business Administration
Atlee High School 2005 — 2008
Beth Weimer Beth Weimer's Ameriprise Financial Services, Inc. Experience June 2001 - July 2006
Job Owner, Waterside Enterprises, LLC
Industry Financial Services
Experience
Waterside Enterprises, LLC July 2006 - Present
Ameriprise Financial Services, Inc. June 2001 - July 2006
Arthur Andersen LLC, Regulatory Consulting August 1998 - June 2001
Nasdaq Stock Market 1988 - 1998
Skills
Securities Regulation, Financial Services, Investment Advisory, Investments, Mutual Funds, Securities, Capital Markets, Risk Management
Education
The Catholic University of America, Columbus School of Law 1980 — 1983
JD, Law
Il Benedictine College (now Benedictine University) 1969 — 1973
BA, English
St. Francis High School 1965 — 1969
High School
Mary, Queen of Heaven 1959 — 1965
Grammar School
Waterside Enterprises, LLC July 2006 - Present
Ameriprise Financial Services, Inc. June 2001 - July 2006
Arthur Andersen LLC, Regulatory Consulting August 1998 - June 2001
Nasdaq Stock Market 1988 - 1998
Skills
Securities Regulation, Financial Services, Investment Advisory, Investments, Mutual Funds, Securities, Capital Markets, Risk Management
Education
The Catholic University of America, Columbus School of Law 1980 — 1983
JD, Law
Il Benedictine College (now Benedictine University) 1969 — 1973
BA, English
St. Francis High School 1965 — 1969
High School
Mary, Queen of Heaven 1959 — 1965
Grammar School
Geraldine Gordon, CHFC, RICP Geraldine Gordon, CHFC, RICP's Ameriprise Financial Services, Inc. Experience February 1995 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1995 - Present
Education
The American College 1998 — 1999
Chartered Financial Consultant, ChFC, Financial Planning and Services
Ameriprise Financial Services, Inc. February 1995 - Present
Education
The American College 1998 — 1999
Chartered Financial Consultant, ChFC, Financial Planning and Services
Lindsay Hansen Lindsay Hansen's Ameriprise Financial Services, Inc. Experience February 2003 - March 2006
Job Senior Director of Brand Strategy
Industry Marketing and Advertising
Experience
Capital One March 2006 - Present
Ameriprise Financial Services, Inc. February 2003 - March 2006
Capital One August 1999 - February 2003
Skills
Financial Services, Value Propositions, Customer Marketing, Customer Experience..., Integrated Marketing, Marketing Strategy, Strategy, Small Business Marketing, Credit Cards, Direct Marketing, Customer Insight, Lead Generation, Acquisition Integration, Product Development, Cross-functional Team..., Marketing, Brand Architecture, Customer Acquisition, New Business Development, Management, Marketing Communications, Segmentation, Analytics
Education
The College of William and Mary - The Mason School of Business 2006 — 2007
Master of Business Administration (MBA), Marketing
The College of William and Mary - The Mason School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Marketing, Spanish
University of Valencia 1998 — 1998
Capital One March 2006 - Present
Ameriprise Financial Services, Inc. February 2003 - March 2006
Capital One August 1999 - February 2003
Skills
Financial Services, Value Propositions, Customer Marketing, Customer Experience..., Integrated Marketing, Marketing Strategy, Strategy, Small Business Marketing, Credit Cards, Direct Marketing, Customer Insight, Lead Generation, Acquisition Integration, Product Development, Cross-functional Team..., Marketing, Brand Architecture, Customer Acquisition, New Business Development, Management, Marketing Communications, Segmentation, Analytics
Education
The College of William and Mary - The Mason School of Business 2006 — 2007
Master of Business Administration (MBA), Marketing
The College of William and Mary - The Mason School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Marketing, Spanish
University of Valencia 1998 — 1998
Kevin Garoian's Ameriprise Financial Services, Inc. Experience June 2013 - April 2014
Job Analyst at Hamilton & Company
Industry Financial Services
Experience
Hamilton & Company October 2014 - Present
BNY Mellon June 2014 - October 2014
Leonard Brodsky & Associates, Inc. February 2014 - April 2014
Ameriprise Financial Services, Inc. June 2013 - April 2014
Maida Mackler, LLC January 2012 - April 2013
Skills
Microsoft Excel, Bloomberg Terminal, Data Analysis, Equity Research, Microsoft Office, PowerPoint, Research, Social Media, Public Speaking, Customer Service, English
Education
The College of New Jersey 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance Concentration
Hamilton & Company October 2014 - Present
BNY Mellon June 2014 - October 2014
Leonard Brodsky & Associates, Inc. February 2014 - April 2014
Ameriprise Financial Services, Inc. June 2013 - April 2014
Maida Mackler, LLC January 2012 - April 2013
Skills
Microsoft Excel, Bloomberg Terminal, Data Analysis, Equity Research, Microsoft Office, PowerPoint, Research, Social Media, Public Speaking, Customer Service, English
Education
The College of New Jersey 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance Concentration
Samarah Daher's Ameriprise Financial Services, Inc. Experience 2008 - 2010
Job Creative Coordinator at Al Jazeera Media Network
Industry Media Production
Experience
Al Jazeera Media Network May 2013 - Present
Current TV November 2012 - Present
ABEL intermedia llc / Barbara Barna Casting October 2011 - Present
4th Row Films 2011 - 2011
EnergyHub 2010 - 2011
Ameriprise Financial Services, Inc. 2008 - 2010
Shimer College 2006 - 2008
Nike 2001 - 2006
Skills
Event Planning, Customer Service, Administrative..., Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Research, Budget, Editing, Social Media, Blogging, WordPress, Writing
Education
New School University
Bachelor of Science (B.Sc.), Media and Cultural Studies
Al Jazeera Media Network May 2013 - Present
Current TV November 2012 - Present
ABEL intermedia llc / Barbara Barna Casting October 2011 - Present
4th Row Films 2011 - 2011
EnergyHub 2010 - 2011
Ameriprise Financial Services, Inc. 2008 - 2010
Shimer College 2006 - 2008
Nike 2001 - 2006
Skills
Event Planning, Customer Service, Administrative..., Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Research, Budget, Editing, Social Media, Blogging, WordPress, Writing
Education
New School University
Bachelor of Science (B.Sc.), Media and Cultural Studies
Yasmine Bonilla Yasmine Bonilla's Ameriprise Financial Services, Inc. Experience February 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2008 - Present
Smith Barney December 2000 - February 2008
Education
The George Washington University 1998 — 2000
Bachelor of Applied Science (B.A.Sc.), Finance, General
Ameriprise Financial Services, Inc. February 2008 - Present
Smith Barney December 2000 - February 2008
Education
The George Washington University 1998 — 2000
Bachelor of Applied Science (B.A.Sc.), Finance, General
Aoli Zhang Aoli Zhang's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Student Clerical Assistant at The Ohio State University
Industry Financial Services
Experience
Amway April 2012 - Present
Ameriprise Financial Services, Inc. October 2011 - Present
The Ohio State University September 2011 - Present
O ctober January 2011 - Present
North Commons in OSU October 2010 - December 2011
North Commons in OSU October 2010 - December 2011
North Commons in OSU October 2010 - December 2011
Skills
Problem Solving, Communication, Team Leadership, Innovation, Highly detail oriented, Customer Service, Retail, Motivation, Financial Analysis, Inter-personal, Self-starter, Entrepreneurship, Data Analysis, Journal Entries, Microsoft Excel, E-commerce, Quantitative Analytics, Strategic Planning, PowerPoint, Time Management, Work Ethic, Chinese, Diversity, Conscientious
Education
The Ohio State University 2010 — 2012
Bachelor\'s Degree, Finance
hio State University, F isher College of Business Columbus, O H
Bachelor of Science, Business
Amway April 2012 - Present
Ameriprise Financial Services, Inc. October 2011 - Present
The Ohio State University September 2011 - Present
O ctober January 2011 - Present
North Commons in OSU October 2010 - December 2011
North Commons in OSU October 2010 - December 2011
North Commons in OSU October 2010 - December 2011
Skills
Problem Solving, Communication, Team Leadership, Innovation, Highly detail oriented, Customer Service, Retail, Motivation, Financial Analysis, Inter-personal, Self-starter, Entrepreneurship, Data Analysis, Journal Entries, Microsoft Excel, E-commerce, Quantitative Analytics, Strategic Planning, PowerPoint, Time Management, Work Ethic, Chinese, Diversity, Conscientious
Education
The Ohio State University 2010 — 2012
Bachelor\'s Degree, Finance
hio State University, F isher College of Business Columbus, O H
Bachelor of Science, Business
Barry Robert Hess's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2011 - Present
Morgan Stanley Smith Barney February 1990 - December 2011
Education
The George Washington University
Bachelor of Arts (B.A.), Political Science
Ameriprise Financial Services, Inc. December 2011 - Present
Morgan Stanley Smith Barney February 1990 - December 2011
Education
The George Washington University
Bachelor of Arts (B.A.), Political Science
Dorothy Greppin Powers, CFP®, MSFS Dorothy Greppin Powers, CFP®, MSFS's Ameriprise Financial Services, Inc. Experience January 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2000 - Present
Education
The American College
Master of Science in Financial Services, Financial Services
The American College
Master of financial services, Certificate in Business Succession Planning
University of Nevada-Las Vegas 1994 — 1999
Bachelor of Arts, Criminal Justice
CERTIFIED FINANCIAL PLANNER™ practitioner
CFP ®, Financial Planning and Services
Ameriprise Financial Services, Inc. January 2000 - Present
Education
The American College
Master of Science in Financial Services, Financial Services
The American College
Master of financial services, Certificate in Business Succession Planning
University of Nevada-Las Vegas 1994 — 1999
Bachelor of Arts, Criminal Justice
CERTIFIED FINANCIAL PLANNER™ practitioner
CFP ®, Financial Planning and Services
Joseph Siegrist Joseph Siegrist's Ameriprise Financial Services, Inc. Experience February 2006 - July 2006
Job Research and Logistics
Industry Logistics and Supply Chain
Experience
Ameriprise Financial Services, Inc. February 2006 - July 2006
The Ohio State University Medical Center March 2004 - June 2006
Education
The Ohio State University 2001 — 2006
Bachelor of Arts (B.A.), Economics, Political Science
Ameriprise Financial Services, Inc. February 2006 - July 2006
The Ohio State University Medical Center March 2004 - June 2006
Education
The Ohio State University 2001 — 2006
Bachelor of Arts (B.A.), Economics, Political Science
Carol Petrov, CFP® Carol Petrov, CFP®'s Ameriprise Financial Services, Inc. Experience July 2001 - April 2007
Job Relationship Manager with Kendall Capital Management
Industry Financial Services
Experience
Kendall Capital May 2014 - Present
Morgan Stanley November 2008 - May 2014
First Financial Group April 2007 - November 2008
Ameriprise Financial Services, Inc. July 2001 - April 2007
Skills
Financial Planning, Training & Development, Staff Training, Staff Mentoring, Staff Management, Certified Financial..., Series 7, Series 63, Insurance Planning, Investment Strategies, Asset Allocation, Financial Planners, Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial..., Investments, Estate Planning, Finance, Financial Services, Investment Management, Mutual Funds, Wealth Management..., Asset Management
Education
The George Washington University
BS, Business Administration, Management and Operations
Walter Johnson High School
Kendall Capital May 2014 - Present
Morgan Stanley November 2008 - May 2014
First Financial Group April 2007 - November 2008
Ameriprise Financial Services, Inc. July 2001 - April 2007
Skills
Financial Planning, Training & Development, Staff Training, Staff Mentoring, Staff Management, Certified Financial..., Series 7, Series 63, Insurance Planning, Investment Strategies, Asset Allocation, Financial Planners, Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial..., Investments, Estate Planning, Finance, Financial Services, Investment Management, Mutual Funds, Wealth Management..., Asset Management
Education
The George Washington University
BS, Business Administration, Management and Operations
Walter Johnson High School
Ryan McCloud Ryan McCloud's Ameriprise Financial Services, Inc. Experience August 2012 - April 2013
Job Former Associate Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - April 2013
Precision Wood Products 2007 - 2011
Marsh Supermarkets November 2005 - March 2008
Skills
Series 7, Series 66, Morningstar, Thompson One, Variable Annuities, Fixed Annuities, Life & Health Insurance..., Microsoft Excel, Microsoft Word, PowerPoint
Education
The Ohio State University 2008 — 2012
Bachelor of Science in Business Administration, Finance, General
Eaton High School 2004 — 2008
Ameriprise Financial Services, Inc. August 2012 - April 2013
Precision Wood Products 2007 - 2011
Marsh Supermarkets November 2005 - March 2008
Skills
Series 7, Series 66, Morningstar, Thompson One, Variable Annuities, Fixed Annuities, Life & Health Insurance..., Microsoft Excel, Microsoft Word, PowerPoint
Education
The Ohio State University 2008 — 2012
Bachelor of Science in Business Administration, Finance, General
Eaton High School 2004 — 2008
Jennifer Bymark's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Wells Fargo Advisors April 2008 - January 2012
Wells Fargo June 2003 - April 2008
American Express June 1998 - July 2003
Education
Fridley High School
The College of St. Scholastica
Accounting
Ameriprise Financial Services, Inc. January 2012 - Present
Wells Fargo Advisors April 2008 - January 2012
Wells Fargo June 2003 - April 2008
American Express June 1998 - July 2003
Education
Fridley High School
The College of St. Scholastica
Accounting
Kelsey Steuber Kelsey Steuber's Ameriprise Financial Services, Inc. Experience January 2012 - July 2012
Job Herdsman at Signature Swine
Industry Farming
Experience
Ameriprise Financial Services, Inc. January 2012 - July 2012
Northwestern Mutual Financial Network September 2007 - November 2011
Northwestern Mutual Financial Network May 2006 - September 2007
Bakers Square June 2004 - January 2006
Education
University of Minnesota - Carlson School of Management 2004 — 2007
BSB Finance, Finance, Risk Management and Insurance
The American College
Ameriprise Financial Services, Inc. January 2012 - July 2012
Northwestern Mutual Financial Network September 2007 - November 2011
Northwestern Mutual Financial Network May 2006 - September 2007
Bakers Square June 2004 - January 2006
Education
University of Minnesota - Carlson School of Management 2004 — 2007
BSB Finance, Finance, Risk Management and Insurance
The American College
Stephen Grimmie Stephen Grimmie's Ameriprise Financial Services, Inc. Experience January 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1996 - Present
Education
The College of New Jersey 1985 — 1989
BA, Public Administration
Holy Spirit High School 1981 — 1985
Ameriprise Financial Services, Inc. January 1996 - Present
Education
The College of New Jersey 1985 — 1989
BA, Public Administration
Holy Spirit High School 1981 — 1985
Philip Deitch Philip Deitch's Ameriprise Financial Services, Inc. Experience January 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2000 - Present
College Bound 2008 - 2011
independent contractor 1992 - 1999
Easton Hospital and Walter Reed Medical Center 1979 - 1991
Education
The George Washington University - School of Business
Masters in Health Services Administration
Ameriprise Financial Services, Inc. January 2000 - Present
College Bound 2008 - 2011
independent contractor 1992 - 1999
Easton Hospital and Walter Reed Medical Center 1979 - 1991
Education
The George Washington University - School of Business
Masters in Health Services Administration
Paul C. Koenig, Jr., CFP®, ChFC®, CRPC®, RFC® Paul C. Koenig, Jr., CFP®, ChFC®, CRPC®, RFC®'s Ameriprise Financial Services, Inc. Experience November 2006 - September 2011
Job Certified Financial Planner® Practitioner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners/Lincoln Financial Advisors September 2011 - Present
Ameriprise Financial Services, Inc. November 2006 - September 2011
Skills
Comprehensive Financial..., Investment Advice, Retirement Income..., Retirement Plan..., Small Business..., Disability Insurance, Insurance Planning, Estate Planning, Charitable Giving..., Trusts, Financial Strategies..., Retirement Planning, Small Business, Finance, Financial Advisory, Insurance, Retirement, Financial Services, Strategy, Mutual Funds, Strategic Financial..., Financial Goals, Wealth Management, Financial Planning, Investments, Financial Planners
Education
The American College 2009 — 2011
CERTIFIED FINANCIAL PLANNER (TM) Practitioner - CFP®
The American College 2009 — 2011
Chartered Financial Consultant - ChFC®
The College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor - CRPC®
Millersville University of Pennsylvania 1997 — 2001
B.S, Biology, Chemistry Minor
Integrated Financial Partners/Lincoln Financial Advisors September 2011 - Present
Ameriprise Financial Services, Inc. November 2006 - September 2011
Skills
Comprehensive Financial..., Investment Advice, Retirement Income..., Retirement Plan..., Small Business..., Disability Insurance, Insurance Planning, Estate Planning, Charitable Giving..., Trusts, Financial Strategies..., Retirement Planning, Small Business, Finance, Financial Advisory, Insurance, Retirement, Financial Services, Strategy, Mutual Funds, Strategic Financial..., Financial Goals, Wealth Management, Financial Planning, Investments, Financial Planners
Education
The American College 2009 — 2011
CERTIFIED FINANCIAL PLANNER (TM) Practitioner - CFP®
The American College 2009 — 2011
Chartered Financial Consultant - ChFC®
The College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor - CRPC®
Millersville University of Pennsylvania 1997 — 2001
B.S, Biology, Chemistry Minor
Steve Berardi CFP® ,CRPC® Steve Berardi CFP® ,CRPC®'s Ameriprise Financial Services, Inc. Experience February 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2002 - Present
Education
The Ohio State University 1996 — 2001
Bachelor of Science (B.S.), Human Ecology
Ameriprise Financial Services, Inc. February 2002 - Present
Education
The Ohio State University 1996 — 2001
Bachelor of Science (B.S.), Human Ecology
Warren Seeley Warren Seeley's Ameriprise Financial Services, Inc. Experience May 2008 - Present
Job Financial Advisor at The Seeley Group, A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2008 - Present
Seeley Financial, Inc. May 1995 - May 2008
American General Life Companies is now part of the AIG Family! July 1978 - May 1995
Education
The American College
Ameriprise Financial Services, Inc. May 2008 - Present
Seeley Financial, Inc. May 1995 - May 2008
American General Life Companies is now part of the AIG Family! July 1978 - May 1995
Education
The American College
Giordan Kritzman's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Student at The College of New Jersey
Industry Accounting
Experience
The Village for Families & Children June 2014 - August 2014
Ameriprise Financial Services, Inc. June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
The College of New Jersey 2012 — 2016
Bachelor of Science (BS), Accounting
The Village for Families & Children June 2014 - August 2014
Ameriprise Financial Services, Inc. June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
The College of New Jersey 2012 — 2016
Bachelor of Science (BS), Accounting
Andrew Lyman Andrew Lyman's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Recent College Graduate from The College of New Jersey
Industry Financial Services
Experience
AEGEAN MARINE PETROLEUM May 2014 - August 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
Education
The College of New Jersey 2011 — 2015
Bachelor's Degree, Economics and Finance, Senior
AEGEAN MARINE PETROLEUM May 2014 - August 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
Education
The College of New Jersey 2011 — 2015
Bachelor's Degree, Economics and Finance, Senior
James D. Dickey, CFP®, CDFA™ James D. Dickey, CFP®, CDFA™'s Ameriprise Financial Services, Inc. Experience May 2009 - April 2014
Job Financial Advisor at SeaCrest Wealth Management
Industry Investment Management
Experience
SeaCrest Wealth Management May 2014 - Present
Ameriprise Financial Services, Inc. May 2009 - April 2014
NatCity Investments June 1999 - April 2009
Skills
Certified Divorce..., Certified Financial..., Management, Investments, Finance, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Retirement, Series 7
Education
The Ohio State University 1994 — 1999
BS, Financial Management
SeaCrest Wealth Management May 2014 - Present
Ameriprise Financial Services, Inc. May 2009 - April 2014
NatCity Investments June 1999 - April 2009
Skills
Certified Divorce..., Certified Financial..., Management, Investments, Finance, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Retirement, Series 7
Education
The Ohio State University 1994 — 1999
BS, Financial Management
Daniel Sopher Daniel Sopher's Ameriprise Financial Services, Inc. Experience July 2009 - April 2010
Job Customer service representative
Industry Financial Services
Experience
State Farm October 2014 - Present
State Farm March 2014 - October 2014
Delaware County Bank June 2013 - February 2014
Huntington National Bank May 2010 - March 2013
Ameriprise Financial Services, Inc. July 2009 - April 2010
JPMorgan Chase June 2005 - July 2009
JPMorgan Chase - Personal Banker June 2005 - July 2009
Primerica Financial Services June 2001 - June 2005
Enterprise-Rent-A-Car January 2000 - November 2002
RTM Arby's July 1993 - December 1999
Skills
Mortgage Lending, Banking, Sales, Portfolio Management, Loans, Fixed Annuities, Insurance, Financial Services, Customer Service, Life Insurance, Finance, Retirement Planning, Cross Selling, Credit Cards, Microsoft Excel, Outlook, Microsoft Word, Long-term Care, Investments, Credit, Financial Analysis, Management, Relationship Management, Underwriting, Term Life Insurance
Education
The Ohio State University 1995 — 1997
Business
Hondros CollegeLife
The Ohio State University
Business
State Farm October 2014 - Present
State Farm March 2014 - October 2014
Delaware County Bank June 2013 - February 2014
Huntington National Bank May 2010 - March 2013
Ameriprise Financial Services, Inc. July 2009 - April 2010
JPMorgan Chase June 2005 - July 2009
JPMorgan Chase - Personal Banker June 2005 - July 2009
Primerica Financial Services June 2001 - June 2005
Enterprise-Rent-A-Car January 2000 - November 2002
RTM Arby's July 1993 - December 1999
Skills
Mortgage Lending, Banking, Sales, Portfolio Management, Loans, Fixed Annuities, Insurance, Financial Services, Customer Service, Life Insurance, Finance, Retirement Planning, Cross Selling, Credit Cards, Microsoft Excel, Outlook, Microsoft Word, Long-term Care, Investments, Credit, Financial Analysis, Management, Relationship Management, Underwriting, Term Life Insurance
Education
The Ohio State University 1995 — 1997
Business
Hondros CollegeLife
The Ohio State University
Business
Hayes Griffin Hayes Griffin's Ameriprise Financial Services, Inc. Experience April 2006 - November 2011
Job Wholesaler at Prudential Investments
Industry Financial Services
Experience
Prudential Investments May 2014 - Present
Prudential Investments November 2011 - May 2014
Ameriprise Financial Services, Inc. April 2006 - November 2011
Skills
Investments, Investment Advisory, Wholesale, Sales, Insurance, Estate Planning, Personal Financial..., Personal Tax Planning, Mutual Funds, Marketing, Financial Advisory, Series 7, Finance, Portfolio Management, Financial Services, Retirement Planning
Education
The Johns Hopkins University 2000 — 2004
Bachelor of Arts (BA), Economics
Prudential Investments May 2014 - Present
Prudential Investments November 2011 - May 2014
Ameriprise Financial Services, Inc. April 2006 - November 2011
Skills
Investments, Investment Advisory, Wholesale, Sales, Insurance, Estate Planning, Personal Financial..., Personal Tax Planning, Mutual Funds, Marketing, Financial Advisory, Series 7, Finance, Portfolio Management, Financial Services, Retirement Planning
Education
The Johns Hopkins University 2000 — 2004
Bachelor of Arts (BA), Economics
Bill Snyder, CFP, CEP, CRPC Bill Snyder, CFP, CEP, CRPC's Ameriprise Financial Services, Inc. Experience 2007 - 2011
Job Practice Consultant at 1st Global
Industry Financial Services
Experience
1st Global 2012 - Present
Ameriprise Financial Services, Inc. 2007 - 2011
Ameriprise Financial Services, Inc. 2002 - 2006
Connexn Technologies 2000 - 2002
Dorado Software 1999 - 2000
Lucent Technologies 1993 - 1999
AT&T Network Systems 1989 - 1993
AT&T Network Systems 1983 - 1989
Skills
Sales Management, Sales, Series 7, Series 24, series 66, Insurance, Certified Financial..., Certified Estate Planner, Chartered Retirement..., New Business Development, Team Building, Coaching, Strategy, Risk Management, Business Development, Strategic Planning, Budgets, Retirement, Leadership, Charitable Trusts, Security, Series 63, Business Strategy, Project Management, Comprehensive Planning, Management, Investments
Education
The Johns Hopkins University
Bachelor of Science (BS)
1st Global 2012 - Present
Ameriprise Financial Services, Inc. 2007 - 2011
Ameriprise Financial Services, Inc. 2002 - 2006
Connexn Technologies 2000 - 2002
Dorado Software 1999 - 2000
Lucent Technologies 1993 - 1999
AT&T Network Systems 1989 - 1993
AT&T Network Systems 1983 - 1989
Skills
Sales Management, Sales, Series 7, Series 24, series 66, Insurance, Certified Financial..., Certified Estate Planner, Chartered Retirement..., New Business Development, Team Building, Coaching, Strategy, Risk Management, Business Development, Strategic Planning, Budgets, Retirement, Leadership, Charitable Trusts, Security, Series 63, Business Strategy, Project Management, Comprehensive Planning, Management, Investments
Education
The Johns Hopkins University
Bachelor of Science (BS)
Blake Kroyer, CRPC®, AAMS®'s Ameriprise Financial Services, Inc. Experience June 2010 - Present
Job Financial Advisor & Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2010 - Present
Ameriprise Financial Services, Inc. June 2010 - Present
Education
Simley High School
The College of St. Scholastica
Bachelor of Arts (BA), Applied Economics & Finance
Ameriprise Financial Services, Inc. June 2010 - Present
Ameriprise Financial Services, Inc. June 2010 - Present
Education
Simley High School
The College of St. Scholastica
Bachelor of Arts (BA), Applied Economics & Finance
Robin Shoemaker, CRPC® Robin Shoemaker, CRPC®'s Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1998 - Present
Stone Harbor Golf Club February 1998 - August 1998
Spotless Services New Zealand August 1996 - April 1997
Harrah's Sky City, Auckland New Zealand February 1996 - April 1997
Harrah's Casino Atlantic City 1988 - 1994
Education
Culinary Institute of America 1994 — 1995
BPS, Culinary Arts
Culinary Institute of America 1983 — 1984
AOS, Culinary Arts
Ameriprise Financial Services, Inc. 1998 - Present
Stone Harbor Golf Club February 1998 - August 1998
Spotless Services New Zealand August 1996 - April 1997
Harrah's Sky City, Auckland New Zealand February 1996 - April 1997
Harrah's Casino Atlantic City 1988 - 1994
Education
Culinary Institute of America 1994 — 1995
BPS, Culinary Arts
Culinary Institute of America 1983 — 1984
AOS, Culinary Arts
Christin Schaaf Christin Schaaf's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Training Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2011 - Present
Ameriprise Platinum Financial Services, Inc. October 2009 - December 2011
HSBC Bank, USA N.A. October 2006 - October 2008
Ameriprise Financial Services, Inc. August 2002 - March 2006
The Scottish Parliament September 1999 - September 2000
British House of Commons January 1998 - September 1998
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Investment Advisory, Investments, Estate Planning, Asset Allocation, Securities, Asset Managment, Retirement
Education
The University of Edinburgh 1999 — 2000
Masters of Science, Policy Studies
Wells College 1995 — 1999
Bachelor of Arts, Public Affairs: Ethics, Politics & Social Policy
The London School of Economics and Political Science (LSE) 1998 — 1998
Hansard Scholar
Webster High School
Ameriprise Financial Services, Inc. December 2011 - Present
Ameriprise Platinum Financial Services, Inc. October 2009 - December 2011
HSBC Bank, USA N.A. October 2006 - October 2008
Ameriprise Financial Services, Inc. August 2002 - March 2006
The Scottish Parliament September 1999 - September 2000
British House of Commons January 1998 - September 1998
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Investment Advisory, Investments, Estate Planning, Asset Allocation, Securities, Asset Managment, Retirement
Education
The University of Edinburgh 1999 — 2000
Masters of Science, Policy Studies
Wells College 1995 — 1999
Bachelor of Arts, Public Affairs: Ethics, Politics & Social Policy
The London School of Economics and Political Science (LSE) 1998 — 1998
Hansard Scholar
Webster High School
Michael Sbertoli, CFP® Michael Sbertoli, CFP®'s Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Associate Financial Advisor at Watson & Associates of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services, Inc. November 2005 - July 2011
Education
The American College 2010 — 2011
CFP® Certification
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. August 2011 - Present
Ameriprise Financial Services, Inc. November 2005 - July 2011
Education
The American College 2010 — 2011
CFP® Certification
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science, Finance
Collin Nailor Collin Nailor's Ameriprise Financial Services, Inc. Experience March 2008 - May 2010
Job Sales Representative at Multiwall Packaging Corp
Industry Packaging and Containers
Experience
Multiwall Packaging Corp October 2014 - Present
RJW Transport November 2011 - September 2014
Intermark Transport May 2010 - December 2011
Ameriprise Financial Services, Inc. March 2008 - May 2010
VWB Research May 2007 - January 2008
Skills
Transportation, Logistics
Education
The Ohio State University 2002 — 2007
B.A., Financial Planning/Real Estate
Multiwall Packaging Corp October 2014 - Present
RJW Transport November 2011 - September 2014
Intermark Transport May 2010 - December 2011
Ameriprise Financial Services, Inc. March 2008 - May 2010
VWB Research May 2007 - January 2008
Skills
Transportation, Logistics
Education
The Ohio State University 2002 — 2007
B.A., Financial Planning/Real Estate
Jason Calhoun Jason Calhoun's Ameriprise Financial Services, Inc. Experience August 2005 - August 2006
Job Actuarial Analyst at Mercer
Industry Financial Services
Experience
Mercer 2014 - Present
U.S. Bank September 2007 - 2013
U.S. Bank April 2007 - September 2007
U.S. Bank September 2006 - April 2007
Ameriprise Financial Services, Inc. August 2005 - August 2006
Education
The Ohio State University 2011 — 2014
Bachelor of Arts (B.A.), Actuarial Science
The Ohio State University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Mercer 2014 - Present
U.S. Bank September 2007 - 2013
U.S. Bank April 2007 - September 2007
U.S. Bank September 2006 - April 2007
Ameriprise Financial Services, Inc. August 2005 - August 2006
Education
The Ohio State University 2011 — 2014
Bachelor of Arts (B.A.), Actuarial Science
The Ohio State University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Ronald W. Barratt's Ameriprise Financial Services, Inc. Experience January 1998 - December 2002
Job Account Representative at Allied Wire & Cable
Industry Consumer Services
Experience
Allied Wire & Cable October 2013 - Present
Orkin Pest Control January 2013 - May 2013
Power Home Remodeling Group September 2012 - January 2013
TruGreen LawnCare June 2009 - September 2012
sanofi-aventis January 2003 - June 2007
Ameriprise Financial Services, Inc. January 1998 - December 2002
Armtec January 1996 - December 1998
US Navy January 1992 - December 1996
Skills
Account Management, Strategic Planning, Sales Management, Coaching, New Business Development, Business Development, Program Management, Sales Operations, Analysis, Cross-functional Team..., Leadership, Budgets, Management, Strategy, Customer Satisfaction, Marketing Strategy, Team Building, Salesforce.com
Education
The College of New Jersey 1987 — 1992
Bachelor of Science, Law and Justice
Allied Wire & Cable October 2013 - Present
Orkin Pest Control January 2013 - May 2013
Power Home Remodeling Group September 2012 - January 2013
TruGreen LawnCare June 2009 - September 2012
sanofi-aventis January 2003 - June 2007
Ameriprise Financial Services, Inc. January 1998 - December 2002
Armtec January 1996 - December 1998
US Navy January 1992 - December 1996
Skills
Account Management, Strategic Planning, Sales Management, Coaching, New Business Development, Business Development, Program Management, Sales Operations, Analysis, Cross-functional Team..., Leadership, Budgets, Management, Strategy, Customer Satisfaction, Marketing Strategy, Team Building, Salesforce.com
Education
The College of New Jersey 1987 — 1992
Bachelor of Science, Law and Justice
Brian J. Golden, CRPC Brian J. Golden, CRPC's Ameriprise Financial Services, Inc. Experience October 2003 - Present
Job Financial Advisor at Sandstone Financial Group, A Private Wealth Advisory Practice at Ameriprise Financial.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2003 - Present
Lehman Brothers September 2000 - July 2003
JPMorgan Chase June 2000 - August 2000
Skills
Leadership
Education
The Ohio State University 1995 — 2000
Bachelor of Science in Business Administration, Finance
Ameriprise Financial Services, Inc. October 2003 - Present
Lehman Brothers September 2000 - July 2003
JPMorgan Chase June 2000 - August 2000
Skills
Leadership
Education
The Ohio State University 1995 — 2000
Bachelor of Science in Business Administration, Finance
Rebecca M. Hyde, CFP® Rebecca M. Hyde, CFP®'s Ameriprise Financial Services, Inc. Experience June 1995 - Present
Job Financial Advisor, CFP(R) at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1995 - Present
Chase Home Mortgage April 1988 - January 1995
Education
The Johns Hopkins University 1972 — 1973
MLA, Liberal Arts
Towson University 1970 — 1971
Secondary Education Certification, Secondary English
The Catholic University of America 1965 — 1969
BA, Speech and Drama
Ameriprise Financial Services, Inc. June 1995 - Present
Chase Home Mortgage April 1988 - January 1995
Education
The Johns Hopkins University 1972 — 1973
MLA, Liberal Arts
Towson University 1970 — 1971
Secondary Education Certification, Secondary English
The Catholic University of America 1965 — 1969
BA, Speech and Drama
Jay Green, ChFC Jay Green, ChFC's Ameriprise Financial Services, Inc. Experience June 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1995 - Present
Skills
Board Member of Lebanon..., Volunteer Member of the...
Education
The American College
Chartered Financial Consultant
Ameriprise Financial Services, Inc. June 1995 - Present
Skills
Board Member of Lebanon..., Volunteer Member of the...
Education
The American College
Chartered Financial Consultant
Gary T. Moss Jr. CFP ® Gary T. Moss Jr. CFP ®'s Ameriprise Financial Services, Inc. Experience November 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - Present
Education
Lees McRae College 1994 — 1998
Business Administration, Mathematics
The American College
Ameriprise Financial Services, Inc. November 2008 - Present
Education
Lees McRae College 1994 — 1998
Business Administration, Mathematics
The American College
Jill Campbell Jill Campbell's Ameriprise Financial Services, Inc. Experience Office ManagerNortwind Safety1999 - 2010
Job Client Service Manager at Montgomery and Associates, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. Office ManagerNortwind Safety1999 - 2010
Education
The Ohio State University 1980 — 1982
Westerville South High School
Ameriprise Financial Services, Inc. Office ManagerNortwind Safety1999 - 2010
Education
The Ohio State University 1980 — 1982
Westerville South High School
Jeremy Wakeland Jeremy Wakeland's Ameriprise Financial Services, Inc. Experience November 2010 - February 2011
Job Financial Planner at Ascend Advisory Group
Industry Financial Services
Experience
Ascend Advisory Group May 2014 - Present
Morgan Stanley November 2013 - May 2014
Summit Financial Strategies, Inc. January 2011 - June 2013
Ameriprise Financial Services, Inc. November 2010 - February 2011
Summit Financial Strategies, Inc. September 2010 - February 2011
The Ohio State University November 2006 - November 2010
21st Century Gym 2004 - 2006
21st Century Gym 2004 - 2006
Skills
Retirement Planning, Financial Planning, Wealth Management, Investment Advisory, Investments, Client Service Oriented, Mutual Funds, ETFs
Education
The Ohio State University 2012 — 2013
Executive Certificate in Financial Planning
The Ohio State University 2012 — 2013
Executive Certificate in Financial Planning, Financial Planning and Services
The Ohio State University 2006 — 2010
Bachelor's of Arts, Family Financial Planning
Ascend Advisory Group May 2014 - Present
Morgan Stanley November 2013 - May 2014
Summit Financial Strategies, Inc. January 2011 - June 2013
Ameriprise Financial Services, Inc. November 2010 - February 2011
Summit Financial Strategies, Inc. September 2010 - February 2011
The Ohio State University November 2006 - November 2010
21st Century Gym 2004 - 2006
21st Century Gym 2004 - 2006
Skills
Retirement Planning, Financial Planning, Wealth Management, Investment Advisory, Investments, Client Service Oriented, Mutual Funds, ETFs
Education
The Ohio State University 2012 — 2013
Executive Certificate in Financial Planning
The Ohio State University 2012 — 2013
Executive Certificate in Financial Planning, Financial Planning and Services
The Ohio State University 2006 — 2010
Bachelor's of Arts, Family Financial Planning
Yury Fridman Yury Fridman's Ameriprise Financial Services, Inc. Experience July 2005 - November 2011
Job Business Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2011 - Present
Ameriprise Financial Services, Inc. July 2005 - November 2011
Skills
Series 7, Retirement Planning, Investment Advisory, Strategic Financial..., Insurance, Wealth Management, CRPC, Retirement, Mutual Funds, Financial Advisory, 401k, Estate Planning, Securities, Financial Planning
Education
The Ohio State University 2001 — 2005
Bachelor, Financial Management
AXA Advisors December 2011 - Present
Ameriprise Financial Services, Inc. July 2005 - November 2011
Skills
Series 7, Retirement Planning, Investment Advisory, Strategic Financial..., Insurance, Wealth Management, CRPC, Retirement, Mutual Funds, Financial Advisory, 401k, Estate Planning, Securities, Financial Planning
Education
The Ohio State University 2001 — 2005
Bachelor, Financial Management
Sam L. Rinehart, CFP, CLU Sam L. Rinehart, CFP, CLU's Ameriprise Financial Services, Inc. Experience June 1987 - Present
Job Private Wealth Advisor at Amerprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1987 - Present
Ameriprise Financial June 1987 - Present
Education
Chaminade High School
Chaminade High School
The American College
CLU
Wright State University
B.S, Business Administration
Ameriprise Financial Services, Inc. June 1987 - Present
Ameriprise Financial June 1987 - Present
Education
Chaminade High School
Chaminade High School
The American College
CLU
Wright State University
B.S, Business Administration
Keith von Schmidt-Pauli Keith von Schmidt-Pauli's Ameriprise Financial Services, Inc. Experience April 2013 - June 2013
Job MBA, PMP, CMQ/OE
Industry Information Technology and Services
Experience
VSP Consulting, Inc. 2004 - Present
Jostens February 2015 - Present
Group O April 2014 - November 2014
3M Health Care November 2013 - April 2014
Red Sky Consulting June 2013 - July 2013
Ameriprise Financial Services, Inc. April 2013 - June 2013
Wells Fargo 2011 - April 2013
3M 2010 - 2010
Sutter Health January 2008 - 2009
RBC Dain Rauscher February 2007 - March 2008
Skills
Cross-functional Team..., PMP, Project Management, Program Management, Business Analysis, SDLC, Process Improvement, Project Portfolio..., Data Center, Management, Integration, Software Development, MS Project, SharePoint, Vendor Management, Project Planning, Business Development, PMO, Business Process, ITIL, Leadership, Strategy, Governance, Security, Training, Enterprise Software, Management Consulting, IT Strategy, Software Project..., Change Management, Business Process..., Visio, Business Intelligence, Consulting, Requirements Analysis, Enterprise Architecture, IT Management, Information Technology, CRM, Risk Management, Software Documentation, Requirements Gathering, Resource Management, Disaster Recovery, Microsoft Project
Education
Project Management Institute
Project Management Professional (PMP), Project Management
American Society for Quality
Certified Manager of Quality / Organizational Excellence (CMQ/OE), Quality Leadership and Management
George Washington University
Masters Certificate in Project Management, Project Management
University of St. Thomas
Master of Business Administration (M.B.A.), Business Administration and Computer Science
University of Wisconsin-Eau Claire
BBA, Business Management and Computer Science
VSP Consulting, Inc. 2004 - Present
Jostens February 2015 - Present
Group O April 2014 - November 2014
3M Health Care November 2013 - April 2014
Red Sky Consulting June 2013 - July 2013
Ameriprise Financial Services, Inc. April 2013 - June 2013
Wells Fargo 2011 - April 2013
3M 2010 - 2010
Sutter Health January 2008 - 2009
RBC Dain Rauscher February 2007 - March 2008
Skills
Cross-functional Team..., PMP, Project Management, Program Management, Business Analysis, SDLC, Process Improvement, Project Portfolio..., Data Center, Management, Integration, Software Development, MS Project, SharePoint, Vendor Management, Project Planning, Business Development, PMO, Business Process, ITIL, Leadership, Strategy, Governance, Security, Training, Enterprise Software, Management Consulting, IT Strategy, Software Project..., Change Management, Business Process..., Visio, Business Intelligence, Consulting, Requirements Analysis, Enterprise Architecture, IT Management, Information Technology, CRM, Risk Management, Software Documentation, Requirements Gathering, Resource Management, Disaster Recovery, Microsoft Project
Education
Project Management Institute
Project Management Professional (PMP), Project Management
American Society for Quality
Certified Manager of Quality / Organizational Excellence (CMQ/OE), Quality Leadership and Management
George Washington University
Masters Certificate in Project Management, Project Management
University of St. Thomas
Master of Business Administration (M.B.A.), Business Administration and Computer Science
University of Wisconsin-Eau Claire
BBA, Business Management and Computer Science
Sarah Shifflet's Ameriprise Financial Services, Inc. Experience May 2005 - January 2006
Job Therapist at Syntero
Industry Mental Health Care
Experience
Syntero July 2009 - Present
Corna Kokosing January 2007 - January 2009
Ameriprise Financial Services, Inc. May 2005 - January 2006
Skills
Case Management, Psychology, Psychotherapy, Mental Health, Crisis Intervention, Adolescents, Personal Development, Public Speaking, Mental Health Counseling, Group Therapy, Behavioral Health, CBT, Family Therapy, Counseling Psychology, Leadership, Team Building
Education
The Ohio State University 2007 — 2009
Master's Degree, Clinical/Medical Social Work
University of South Alabama 2000 — 2004
Bachelor's Degree, Psychology, Graduated Cum Laude
Syntero July 2009 - Present
Corna Kokosing January 2007 - January 2009
Ameriprise Financial Services, Inc. May 2005 - January 2006
Skills
Case Management, Psychology, Psychotherapy, Mental Health, Crisis Intervention, Adolescents, Personal Development, Public Speaking, Mental Health Counseling, Group Therapy, Behavioral Health, CBT, Family Therapy, Counseling Psychology, Leadership, Team Building
Education
The Ohio State University 2007 — 2009
Master's Degree, Clinical/Medical Social Work
University of South Alabama 2000 — 2004
Bachelor's Degree, Psychology, Graduated Cum Laude
J. Mark English J. Mark English's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Client Service Manager & Marketing Manager with the Practice of Anthony S. Lesica, CFP, CFS
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Steiner Sports November 2009 - August 2011
Signature Auctions & American Legends November 2005 - November 2009
Political Capital June 2004 - June 2005
Office of Senator Frist, Washington, DC September 2001 - May 2002
City of White Plains, New York May 2001 - August 2001
Camp Dudley YMCA 2000 - 2000
Skills
Social Media, Event Planning, Public Relations, Public Speaking, Social Media Marketing, Account Management, Advertising, Marketing, Salesforce.com, Strategic Planning, PowerPoint, Facebook, Event Management, Press Releases, Online Marketing, Fundraising, Leadership, Media Relations, Customer Service, Management, Nonprofits, Time Management, Blogging, Social Networking, Project Planning, Recruiting
Education
The Catholic University of America 1999 — 2004
Politics, BA, American Government
The Webb School 1998 — 1999
Certificate of Attendence
Fordham Prep 1995 — 1998
High School Diploma
Bronxville High School 1985 — 1995
Ameriprise Financial Services, Inc. August 2011 - Present
Steiner Sports November 2009 - August 2011
Signature Auctions & American Legends November 2005 - November 2009
Political Capital June 2004 - June 2005
Office of Senator Frist, Washington, DC September 2001 - May 2002
City of White Plains, New York May 2001 - August 2001
Camp Dudley YMCA 2000 - 2000
Skills
Social Media, Event Planning, Public Relations, Public Speaking, Social Media Marketing, Account Management, Advertising, Marketing, Salesforce.com, Strategic Planning, PowerPoint, Facebook, Event Management, Press Releases, Online Marketing, Fundraising, Leadership, Media Relations, Customer Service, Management, Nonprofits, Time Management, Blogging, Social Networking, Project Planning, Recruiting
Education
The Catholic University of America 1999 — 2004
Politics, BA, American Government
The Webb School 1998 — 1999
Certificate of Attendence
Fordham Prep 1995 — 1998
High School Diploma
Bronxville High School 1985 — 1995
James P. Olivo Jr. James P. Olivo Jr.'s Ameriprise Financial Services, Inc. Experience August 2012 - January 2013
Job Analyst at Baker Tilly Capital, LLC
Industry Financial Services
Experience
Baker Tilly Capital, LLC July 2015 - Present
Management Planning, Inc. - Business Valuation & Advisory June 2013 - June 2015
Merrill Lynch February 2013 - June 2013
PAR Consulting Services August 2012 - May 2013
The College of New Jersey August 2010 - May 2013
Ameriprise Financial Services, Inc. August 2012 - January 2013
Skills
Business Valuation, Financial Analysis, Financial Modeling, Microsoft Excel, DCF Valuation, Microsoft Office, Information Technology, Analysis, Investments, Finance, Bloomberg Terminal, Capital IQ, Marketing, Management, CRM, Valuation, PowerPoint, Microsoft Word, WACC
Education
The College of New Jersey 2009 — 2013
B.S., Finance, Business Administration, Finance
Camden Catholic High School 2005 — 2009
Baker Tilly Capital, LLC July 2015 - Present
Management Planning, Inc. - Business Valuation & Advisory June 2013 - June 2015
Merrill Lynch February 2013 - June 2013
PAR Consulting Services August 2012 - May 2013
The College of New Jersey August 2010 - May 2013
Ameriprise Financial Services, Inc. August 2012 - January 2013
Skills
Business Valuation, Financial Analysis, Financial Modeling, Microsoft Excel, DCF Valuation, Microsoft Office, Information Technology, Analysis, Investments, Finance, Bloomberg Terminal, Capital IQ, Marketing, Management, CRM, Valuation, PowerPoint, Microsoft Word, WACC
Education
The College of New Jersey 2009 — 2013
B.S., Finance, Business Administration, Finance
Camden Catholic High School 2005 — 2009
Arne Schoeller Arne Schoeller's Ameriprise Financial Services, Inc. Experience January 2012 - December 2013
Job Database Analyst
Industry Information Technology and Services
Experience
Accenture Mortgage Cadence November 2014 - April 2015
Ameriprise Financial Services, Inc. January 2012 - December 2013
United Healthcare Group February 2011 - August 2011
Accenture August 2010 - December 2010
Wells Fargo Technology Operations Group July 2009 - June 2010
Wells Fargo Institutional Trust Services November 2008 - March 2009
Jorge Scientific - U.S. Department of Justice - Civil Division March 2007 - April 2008
AEGON - Monumental Life Insurance August 1995 - March 2007
Monumental Life Insurance 1995 - 2007
Nationsbank Corporation January 1988 - January 1995
Skills
Access, Visio, Project Management, SharePoint, Databases, Microsoft SQL Server, Software Documentation, Management, Business Process, Analysis, Testing, Troubleshooting, Business Analysis, Software Development, Process Improvement, Requirements Analysis, Project Planning, Team Leadership, Business Requirements, Business Process..., Vendor Management, Oracle, Crystal Reports, Data Analysis, Requirements Gathering
Education
The Johns Hopkins University Carey School of Business
Masters, Business Administration; Management Information Systems
The Johns Hopkins University 1982 — 1987
Bachelor of Arts, International Studies; History of Art
The Blake Schools 1978 — 1982
High School diploma
Accenture Mortgage Cadence November 2014 - April 2015
Ameriprise Financial Services, Inc. January 2012 - December 2013
United Healthcare Group February 2011 - August 2011
Accenture August 2010 - December 2010
Wells Fargo Technology Operations Group July 2009 - June 2010
Wells Fargo Institutional Trust Services November 2008 - March 2009
Jorge Scientific - U.S. Department of Justice - Civil Division March 2007 - April 2008
AEGON - Monumental Life Insurance August 1995 - March 2007
Monumental Life Insurance 1995 - 2007
Nationsbank Corporation January 1988 - January 1995
Skills
Access, Visio, Project Management, SharePoint, Databases, Microsoft SQL Server, Software Documentation, Management, Business Process, Analysis, Testing, Troubleshooting, Business Analysis, Software Development, Process Improvement, Requirements Analysis, Project Planning, Team Leadership, Business Requirements, Business Process..., Vendor Management, Oracle, Crystal Reports, Data Analysis, Requirements Gathering
Education
The Johns Hopkins University Carey School of Business
Masters, Business Administration; Management Information Systems
The Johns Hopkins University 1982 — 1987
Bachelor of Arts, International Studies; History of Art
The Blake Schools 1978 — 1982
High School diploma
Sean McEvoy, CFP® ChFC® Sean McEvoy, CFP® ChFC®'s Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Associate Manager, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - Present
Fifth Third Securities December 1998 - May 2011
Education
The Ohio State University 1996 — 2002
BS, Family Financial Management
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - Present
Fifth Third Securities December 1998 - May 2011
Education
The Ohio State University 1996 — 2002
BS, Family Financial Management
Robert Pastva Robert Pastva's Ameriprise Financial Services, Inc. Experience June 2004 - April 2012
Job Provider Relations Specialist, Partners for Kids at Nationwide Childrens Hospital
Industry Hospital & Health Care
Experience
Nationwide Childrens Hospital May 2015 - Present
Nationwide Childrens Hospital February 2014 - May 2015
Licking Memorial Health Systems May 2014 - August 2014
Ameriprise Financial Services, Inc. June 2004 - April 2012
Skills
Retirement Planning, Healthcare, Series 7, Wealth Management, Investments, Retirement, 401k, Public Speaking, Strategic Financial..., Asset Allocation, Fixed Annuities, Estate Planning, Insurance, Healthcare Information..., Investment Advisory, Life Insurance, Mutual Funds, Healthcare Improvement, Medicare/Medicaid..., Microsoft Excel, Financial Planning, Health Insurance, Medicaid Managed Care, Patient Safety, Health Policy, Microsoft Office, SQL, Baldrige Examiner, Healthcare Management, Accountable Care, Provider Relations
Education
The Ohio State University 2013 — 2015
Master's degree, Health/Health Care Administration/Management
The Ohio State University 1999 — 2004
Bachelor of Science in Human Ecology, Family Financial Management
Nationwide Childrens Hospital May 2015 - Present
Nationwide Childrens Hospital February 2014 - May 2015
Licking Memorial Health Systems May 2014 - August 2014
Ameriprise Financial Services, Inc. June 2004 - April 2012
Skills
Retirement Planning, Healthcare, Series 7, Wealth Management, Investments, Retirement, 401k, Public Speaking, Strategic Financial..., Asset Allocation, Fixed Annuities, Estate Planning, Insurance, Healthcare Information..., Investment Advisory, Life Insurance, Mutual Funds, Healthcare Improvement, Medicare/Medicaid..., Microsoft Excel, Financial Planning, Health Insurance, Medicaid Managed Care, Patient Safety, Health Policy, Microsoft Office, SQL, Baldrige Examiner, Healthcare Management, Accountable Care, Provider Relations
Education
The Ohio State University 2013 — 2015
Master's degree, Health/Health Care Administration/Management
The Ohio State University 1999 — 2004
Bachelor of Science in Human Ecology, Family Financial Management
Meredith Rummel Meredith Rummel's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Financial Services
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Fox Holdings April 2008 - Present
Pedalcraft Inc. June 1999 - Present
Education
University of Wyoming 2006 — 2007
PhD Candidate
The Evergreen State College 2002 — 2004
Bachelor of Arts, Bachelor of Science (BAS)
United States Naval Academy 2001 — 2003
Bachelor of Science (BS)
Ameriprise Financial Services, Inc. May 2013 - Present
Fox Holdings April 2008 - Present
Pedalcraft Inc. June 1999 - Present
Education
University of Wyoming 2006 — 2007
PhD Candidate
The Evergreen State College 2002 — 2004
Bachelor of Arts, Bachelor of Science (BAS)
United States Naval Academy 2001 — 2003
Bachelor of Science (BS)
Isao Shoji, CFP® CLTC Isao Shoji, CFP® CLTC's Ameriprise Financial Services, Inc. Experience 2006 - Present
Job Financial Advisor / Managing Partner at The Schumacher Group, a financial advisory practice of Ameriprise Financial
Industry Financial Services
Experience
The Schumacher Group, a financial advisory practice of Ameriprise Financial June 2014 - Present
Ameriprise Financial Services, Inc. 2006 - Present
Education
The Ohio State University College of Medicine 2001 — 2005
Medicine
The Ohio State University 1994 — 1999
BA & BS, Chinese & Molecular Genetics
Hilliard High School
Hilliard High School
The Schumacher Group, a financial advisory practice of Ameriprise Financial June 2014 - Present
Ameriprise Financial Services, Inc. 2006 - Present
Education
The Ohio State University College of Medicine 2001 — 2005
Medicine
The Ohio State University 1994 — 1999
BA & BS, Chinese & Molecular Genetics
Hilliard High School
Hilliard High School
Paul S. Lim, CRPC®, CFP®'s Ameriprise Financial Services, Inc. Experience December 2005 - January 2009
Job Financial Advisor at The Wealth Consulting Group
Industry Financial Services
Experience
The Wealth Consulting Group November 2014 - Present
MetLife Premier Client Group April 2009 - November 2014
Ameriprise Financial Services, Inc. December 2005 - January 2009
SunTrust Bank May 2005 - August 2005
Wachovia Securities (Now Wells Fargo Advisors) December 2002 - March 2003
Education
The Johns Hopkins University 2002 — 2006
Bachelor's, Economics
The Wealth Consulting Group November 2014 - Present
MetLife Premier Client Group April 2009 - November 2014
Ameriprise Financial Services, Inc. December 2005 - January 2009
SunTrust Bank May 2005 - August 2005
Wachovia Securities (Now Wells Fargo Advisors) December 2002 - March 2003
Education
The Johns Hopkins University 2002 — 2006
Bachelor's, Economics
Frances Kelley Frances Kelley's Ameriprise Financial Services, Inc. Experience July 2014 - August 2014
Job Wealth Management Intern at Morgan Stanley
Industry
Experience
Morgan Stanley May 2015 - Present
Ameriprise Financial Services, Inc. July 2014 - August 2014
Education
The College of William and Mary - The Mason School of Business 2012 — 2016
Morgan Stanley May 2015 - Present
Ameriprise Financial Services, Inc. July 2014 - August 2014
Education
The College of William and Mary - The Mason School of Business 2012 — 2016
Alex Coulson's Ameriprise Financial Services, Inc. Experience March 2013 - August 2013
Job Assistant Account Executive at SFW Agency
Industry Marketing and Advertising
Experience
SFW Agency August 2015 - Present
SFW Agency August 2014 - August 2015
Mullen June 2014 - August 2014
Ameriprise Financial Services, Inc. March 2013 - August 2013
College of William and Mary September 2012 - December 2012
Skills
Advertising, Digital Marketing, Project Management, B2B Marketing, Customer Service, Public Speaking, Event Planning, Microsoft Word, Social Media, Microsoft Excel, Microsoft Office, Social Networking, Teamwork, Accounting, Sales, Philosophy, Team Management, Twitter, Writing, Computer Proficiency, Retail, Organization
Education
The College of William and Mary 2011 — 2014
Bachelor of Arts (B.A.), Philosophy. Accounting minor.
The College of William and Mary - The Mason School of Business 2013 — 2014
Accounting Minor
SFW Agency August 2015 - Present
SFW Agency August 2014 - August 2015
Mullen June 2014 - August 2014
Ameriprise Financial Services, Inc. March 2013 - August 2013
College of William and Mary September 2012 - December 2012
Skills
Advertising, Digital Marketing, Project Management, B2B Marketing, Customer Service, Public Speaking, Event Planning, Microsoft Word, Social Media, Microsoft Excel, Microsoft Office, Social Networking, Teamwork, Accounting, Sales, Philosophy, Team Management, Twitter, Writing, Computer Proficiency, Retail, Organization
Education
The College of William and Mary 2011 — 2014
Bachelor of Arts (B.A.), Philosophy. Accounting minor.
The College of William and Mary - The Mason School of Business 2013 — 2014
Accounting Minor
Max Dibrell Max Dibrell's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Wealth Consulting Service Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Wells Fargo October 2013 - April 2015
Ameriprise Financial Services, Inc. April 2011 - October 2013
Wells Fargo Home Mortgage August 2010 - April 2011
Skills
Customer Service, Finance, Financial Advisory, Financial Analysis, Insurance, Investments, Leadership
Education
The College of St. Scholastica
Bachelors, Marketing, Management
Ameriprise Financial Services, Inc. April 2015 - Present
Wells Fargo October 2013 - April 2015
Ameriprise Financial Services, Inc. April 2011 - October 2013
Wells Fargo Home Mortgage August 2010 - April 2011
Skills
Customer Service, Finance, Financial Advisory, Financial Analysis, Insurance, Investments, Leadership
Education
The College of St. Scholastica
Bachelors, Marketing, Management
Loredana Rickard Loredana Rickard's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Shipco Transport July 2013 - May 2015
Shipco Transport May 2011 - July 2013
Shipco Transport September 2007 - May 2011
Shipco Transport July 2006 - September 2007
BCT Chicago 2004 - 2006
Skills
Freight Forwarding, Hazardous Materials, Ocean Freight, LCL, Air Freight, Ocean, International Logistics, Freight, 3PL, Customs Regulations, Transportation..., Logistics Management, Shipping, Transportation, Container, Warehousing, LTL, Trucking, Warehouse Management, Forwarding, Truckload, Import, Export, International Shipping, Logistics, Customer Service, Supply Chain, Microsoft Office
Education
The Illinois Institute of Art-Schaumburg 1999 — 2003
Bachelor of Fine Arts (B.F.A.)
Ameriprise Financial Services, Inc. May 2015 - Present
Shipco Transport July 2013 - May 2015
Shipco Transport May 2011 - July 2013
Shipco Transport September 2007 - May 2011
Shipco Transport July 2006 - September 2007
BCT Chicago 2004 - 2006
Skills
Freight Forwarding, Hazardous Materials, Ocean Freight, LCL, Air Freight, Ocean, International Logistics, Freight, 3PL, Customs Regulations, Transportation..., Logistics Management, Shipping, Transportation, Container, Warehousing, LTL, Trucking, Warehouse Management, Forwarding, Truckload, Import, Export, International Shipping, Logistics, Customer Service, Supply Chain, Microsoft Office
Education
The Illinois Institute of Art-Schaumburg 1999 — 2003
Bachelor of Fine Arts (B.F.A.)
Barbara Freilich Barbara Freilich's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
RWBC-- MFRW 2007 - 2014
Stifel Nicolaus & Co. September 1996 - October 2012
Smith Barney September 1987 - September 1996
Education
The Ohio State University 1965 — 1970
Master of Fine Arts (MFA), Studio Arts
The Ohio State University 1962 — 1965
Bachelor of Science (BS), Art and Art History
Ameriprise Financial Services, Inc. October 2012 - Present
RWBC-- MFRW 2007 - 2014
Stifel Nicolaus & Co. September 1996 - October 2012
Smith Barney September 1987 - September 1996
Education
The Ohio State University 1965 — 1970
Master of Fine Arts (MFA), Studio Arts
The Ohio State University 1962 — 1965
Bachelor of Science (BS), Art and Art History
Jeffrey Linn Jeffrey Linn's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Student at Washington University in St. Louis
Industry
Experience
Mercer June 2015 - August 2015
Guardzilla May 2014 - November 2014
Social Programming Board October 2013 - November 2014
Ameriprise Financial Services, Inc. June 2014 - August 2014
Warner Music Group May 2013 - August 2013
Superfly May 2012 - July 2012
Skills
Research, Social Media, Public Speaking, Event Planning, PowerPoint
Education
Washington University in St. Louis 2012 — 2016
Bachelor's Degree, Economics and Finance, Senior
The Chinese University of Hong Kong 2015 — 2015
Study Abroad, Economics and Finance
Mercer June 2015 - August 2015
Guardzilla May 2014 - November 2014
Social Programming Board October 2013 - November 2014
Ameriprise Financial Services, Inc. June 2014 - August 2014
Warner Music Group May 2013 - August 2013
Superfly May 2012 - July 2012
Skills
Research, Social Media, Public Speaking, Event Planning, PowerPoint
Education
Washington University in St. Louis 2012 — 2016
Bachelor's Degree, Economics and Finance, Senior
The Chinese University of Hong Kong 2015 — 2015
Study Abroad, Economics and Finance
Dean H. Miller Dean H. Miller's Ameriprise Financial Services, Inc. Experience October 2013 - July 2014
Job Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services July 2014 - Present
Ameriprise Financial Services, Inc. October 2013 - July 2014
The PrinceRidge Group June 2011 - August 2011
Education
The George Washington University 2009 — 2013
B.B.A., Finance, School of Business
Notre Dame High School 2005 — 2009
High School
UBS Financial Services July 2014 - Present
Ameriprise Financial Services, Inc. October 2013 - July 2014
The PrinceRidge Group June 2011 - August 2011
Education
The George Washington University 2009 — 2013
B.B.A., Finance, School of Business
Notre Dame High School 2005 — 2009
High School
Griffin Neil Bell Griffin Neil Bell's Ameriprise Financial Services, Inc. Experience April 2013 - August 2015
Job 2017 MBA Candidate | Owen Graduate School of Management | Marketing | Strategy | Brand Management
Industry Marketing and Advertising
Experience
Vanderbilt Owen Graduate School of Management August 2015 - Present
Ameriprise Financial Services, Inc. April 2013 - August 2015
Genesis10 June 2011 - March 2013
University of Minnesota-Duluth Athletics August 2010 - March 2011
Sherwin Williams June 2010 - September 2010
Skills
Management Consulting, Project Planning, Project Coordination, Marketing, Cross-functional Team..., Team Management, Event Management, Team Building, Management, Presenter, Public Speaking, Project Finance, Risk Management, Persuasion, Data Analysis, Strategic Planning
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Marketing, Strategy, Brand Management
The College of St. Scholastica 2007 — 2011
BA, Marketing, Management
Oconomowoc High School 2004 — 2007
High School
Vanderbilt Owen Graduate School of Management August 2015 - Present
Ameriprise Financial Services, Inc. April 2013 - August 2015
Genesis10 June 2011 - March 2013
University of Minnesota-Duluth Athletics August 2010 - March 2011
Sherwin Williams June 2010 - September 2010
Skills
Management Consulting, Project Planning, Project Coordination, Marketing, Cross-functional Team..., Team Management, Event Management, Team Building, Management, Presenter, Public Speaking, Project Finance, Risk Management, Persuasion, Data Analysis, Strategic Planning
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Marketing, Strategy, Brand Management
The College of St. Scholastica 2007 — 2011
BA, Marketing, Management
Oconomowoc High School 2004 — 2007
High School
Sierra Martin's Ameriprise Financial Services, Inc. Experience January 2012 - June 2013
Job Student at The Ohio State University
Industry Financial Services
Experience
AVINTIV May 2015 - Present
Carowinds May 2014 - August 2014
Ameriprise Financial Services, Inc. January 2012 - June 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Project Management, Leadership, Microsoft Access, Process Improvement, Operations Management
Education
The Ohio State University 2013 — 2017
Bachelor of Science (B.S.), Finance, Junior
AVINTIV May 2015 - Present
Carowinds May 2014 - August 2014
Ameriprise Financial Services, Inc. January 2012 - June 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Project Management, Leadership, Microsoft Access, Process Improvement, Operations Management
Education
The Ohio State University 2013 — 2017
Bachelor of Science (B.S.), Finance, Junior
Jacqueline M. Riley, CFP®, ChFC®, CLU®'s Ameriprise Financial Services, Inc. Experience 2008 - 2015
Job Financial Advisor with the practice of Daniel T. Wilson, CFP, ChFC, CLU
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2008 - 2015
Gage & Wilson, Ameriprise Financial Services, Inc. May 2011 - March 2012
Vineyard Vines September 2008 - May 2011
Cox Communications May 2010 - July 2010
Education
The George Washington University 2007 — 2011
Bachelor of Business Administration, Finance
Peabody Veterans Memorial High School 2004 — 2007
Ameriprise Financial Services, Inc. 2008 - 2015
Gage & Wilson, Ameriprise Financial Services, Inc. May 2011 - March 2012
Vineyard Vines September 2008 - May 2011
Cox Communications May 2010 - July 2010
Education
The George Washington University 2007 — 2011
Bachelor of Business Administration, Finance
Peabody Veterans Memorial High School 2004 — 2007
Tanvi Parmar Tanvi Parmar's Ameriprise Financial Services, Inc. Experience June 2015 - August 2015
Job Corporate Finance Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - August 2015
Camp Kesem National August 2014 - August 2014
The Observer September 2012 - May 2014
Skills
Microsoft Excel, Teamwork, Nonprofits, Public Relations, Marketing Communications, Community Outreach, Leadership, Ariba
Education
Case Western Reserve University - Weatherhead School of Management 2012 — 2016
Bachelor of Science (BS) in Finance; Minors in Marketing and Entrepreneurial Studies
The Goethe University Frankfurt 2014 — 2014
Business Administration and Management, General
South Brunswick High School 2008 — 2012
Ameriprise Financial Services, Inc. June 2015 - August 2015
Camp Kesem National August 2014 - August 2014
The Observer September 2012 - May 2014
Skills
Microsoft Excel, Teamwork, Nonprofits, Public Relations, Marketing Communications, Community Outreach, Leadership, Ariba
Education
Case Western Reserve University - Weatherhead School of Management 2012 — 2016
Bachelor of Science (BS) in Finance; Minors in Marketing and Entrepreneurial Studies
The Goethe University Frankfurt 2014 — 2014
Business Administration and Management, General
South Brunswick High School 2008 — 2012
Jonathan D. Belair's Ameriprise Financial Services, Inc. Experience 2015 - Present
Job Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2015 - Present
Ameriprise Financial Services, Inc. 2011 - 2015
Aveda 2008 - 2011
North Star Bank 2006 - 2008
Federal Reserve Bank of Minneapolis 2003 - 2006
Skills
Process Improvement, Customer Service, Management, Sales Operations, Sales Management, Business Strategy, Customer Retention, Customer Support, Training, Cross Functional Team..., Organizational..., Six Sigma, Product Launch, Banking, Customer Satisfaction, Business Continuity..., Customer Insight, Lean Transformation, Customer Engagement, Change Management, SAP CRM, Operational Risk..., Marketing, Leadership, Finance, Account Reconciliation, Team Building, Sarbanes-Oxley, ACH, Account Management, Key Account Management, Wealth Management, CRM, Thompson One, Brokerage, Notary Public
Education
The College of St. Scholastica
College of Business and Technology
University of Minnesota-Twin Cities
Ameriprise Financial Services, Inc. 2015 - Present
Ameriprise Financial Services, Inc. 2011 - 2015
Aveda 2008 - 2011
North Star Bank 2006 - 2008
Federal Reserve Bank of Minneapolis 2003 - 2006
Skills
Process Improvement, Customer Service, Management, Sales Operations, Sales Management, Business Strategy, Customer Retention, Customer Support, Training, Cross Functional Team..., Organizational..., Six Sigma, Product Launch, Banking, Customer Satisfaction, Business Continuity..., Customer Insight, Lean Transformation, Customer Engagement, Change Management, SAP CRM, Operational Risk..., Marketing, Leadership, Finance, Account Reconciliation, Team Building, Sarbanes-Oxley, ACH, Account Management, Key Account Management, Wealth Management, CRM, Thompson One, Brokerage, Notary Public
Education
The College of St. Scholastica
College of Business and Technology
University of Minnesota-Twin Cities
Alyssa Miller Alyssa Miller's Ameriprise Financial Services, Inc. Experience June 2006 - May 2013
Job Field Marketing Professional at The Reynolds and Reynolds Company
Industry Automotive
Experience
The Reynolds and Reynolds Company September 2014 - Present
Insight Global June 2013 - September 2014
Insight Global June 2013 - November 2013
Ameriprise Financial Services, Inc. June 2006 - May 2013
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Data Entry, Microsoft Word, Time Management, Outlook, Event Planning, Teamwork, Phone Etiquette, Access, Management, Editing, Organization, Spanish
Education
The Ohio State University
Bachelor of Business Administration (BBA), International Business
The Ohio State University
Bachelor of Arts (BA), Spanish and Iberian Studies
Centerville High School
The Reynolds and Reynolds Company September 2014 - Present
Insight Global June 2013 - September 2014
Insight Global June 2013 - November 2013
Ameriprise Financial Services, Inc. June 2006 - May 2013
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Data Entry, Microsoft Word, Time Management, Outlook, Event Planning, Teamwork, Phone Etiquette, Access, Management, Editing, Organization, Spanish
Education
The Ohio State University
Bachelor of Business Administration (BBA), International Business
The Ohio State University
Bachelor of Arts (BA), Spanish and Iberian Studies
Centerville High School
John Turi John Turi's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
The College of New Jersey February 2014 - May 2015
Ameriprise Financial Services, Inc. June 2010 - August 2014
Skills
Microsoft Office, Microsoft Excel, Research, Microsoft Word, PowerPoint, Leadership, Sales, Recruiting, Training, Management, English, Strategic Planning, Public Speaking, Risk Management, Investments, Marketing, Negotiation, Team Building, Team Leadership, Financial Analysis, Teamwork, Finance, Portfolio Management, Business Planning, Strategy, Business Analysis, Financial Modeling, Data Analysis, Financial Planning, Financial Services, Time Management, Asset Management, Fundraising, Social Networking, Retirement Planning, Relationship Management, Teaching, Mutual Funds, Project Planning, Event Planning, Facebook, Outlook, Social Media Marketing, Wealth Management
Education
The College of New Jersey 2011 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services
Christian Brothers Academy 2007 — 2011
Ameriprise Financial Services, Inc. June 2015 - Present
The College of New Jersey February 2014 - May 2015
Ameriprise Financial Services, Inc. June 2010 - August 2014
Skills
Microsoft Office, Microsoft Excel, Research, Microsoft Word, PowerPoint, Leadership, Sales, Recruiting, Training, Management, English, Strategic Planning, Public Speaking, Risk Management, Investments, Marketing, Negotiation, Team Building, Team Leadership, Financial Analysis, Teamwork, Finance, Portfolio Management, Business Planning, Strategy, Business Analysis, Financial Modeling, Data Analysis, Financial Planning, Financial Services, Time Management, Asset Management, Fundraising, Social Networking, Retirement Planning, Relationship Management, Teaching, Mutual Funds, Project Planning, Event Planning, Facebook, Outlook, Social Media Marketing, Wealth Management
Education
The College of New Jersey 2011 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services
Christian Brothers Academy 2007 — 2011
Gina Jackson-Powell Gina Jackson-Powell's Ameriprise Financial Services, Inc. Experience November 1997 - March 2011
Job Corporate Office Receptionist/Admin. Asst.
Industry Health, Wellness and Fitness
Experience
Girlie-Girl-Goodies.com May 2004 - Present
Sherman Associates July 2013 - April 2015
PwC February 2013 - June 2013
Lender Processing Services, Inc. (LPS) September 2012 - November 2012
Rust Consulting October 2011 - January 2012
Ameriprise Financial Services, Inc. November 1997 - March 2011
American Express Financial Advisors June 1996 - May 1997
Berkley Risk Services Inc February 1993 - June 1996
Skills
Small Business, Customer Service, Social Networking, Social Media, Entrepreneurship, Public Speaking, Financial Services, Coaching, Microsoft Office
Education
The Ohio State University 1987 — 1989
Textiles and Clothing
Girlie-Girl-Goodies.com May 2004 - Present
Sherman Associates July 2013 - April 2015
PwC February 2013 - June 2013
Lender Processing Services, Inc. (LPS) September 2012 - November 2012
Rust Consulting October 2011 - January 2012
Ameriprise Financial Services, Inc. November 1997 - March 2011
American Express Financial Advisors June 1996 - May 1997
Berkley Risk Services Inc February 1993 - June 1996
Skills
Small Business, Customer Service, Social Networking, Social Media, Entrepreneurship, Public Speaking, Financial Services, Coaching, Microsoft Office
Education
The Ohio State University 1987 — 1989
Textiles and Clothing
Jim McGowan, CFP® Jim McGowan, CFP®'s Ameriprise Financial Services, Inc. Experience 2001 - 2002
Job Certified Financial Planner at Marshall Financial Group
Industry Investment Management
Experience
Marshall Financial Group (Doylestown, PA) September 2014 - Present
Asset Planning Services, Ltd. February 2008 - August 2014
The Hartford 2006 - February 2008
Vanguard 2003 - 2006
New England Financial, A MetLife Company 2002 - 2003
Ameriprise Financial Services, Inc. 2001 - 2002
Skills
Certified Financial..., Investments, Retirement Planning, Mutual Funds, Insurance, ETFs, Portfolio Management, Estate Planning, Tax Advisory, Financial Planning, Investment Management, Asset Management, Wealth Management, Financial Services, Retirement
Education
The American College 2008 — 2010
CFP, Financial Planning and Services
West Chester University of Pennsylvania 1998 — 2002
BS, Business Management
Lansdale Catholic High School 1994 — 1998
Regular/General High School/Secondary Diploma Program
Marshall Financial Group (Doylestown, PA) September 2014 - Present
Asset Planning Services, Ltd. February 2008 - August 2014
The Hartford 2006 - February 2008
Vanguard 2003 - 2006
New England Financial, A MetLife Company 2002 - 2003
Ameriprise Financial Services, Inc. 2001 - 2002
Skills
Certified Financial..., Investments, Retirement Planning, Mutual Funds, Insurance, ETFs, Portfolio Management, Estate Planning, Tax Advisory, Financial Planning, Investment Management, Asset Management, Wealth Management, Financial Services, Retirement
Education
The American College 2008 — 2010
CFP, Financial Planning and Services
West Chester University of Pennsylvania 1998 — 2002
BS, Business Management
Lansdale Catholic High School 1994 — 1998
Regular/General High School/Secondary Diploma Program
Gulsanga Jalawan Gulsanga Jalawan's Ameriprise Financial Services, Inc. Experience May 2003 - October 2011
Job Wealth Planning Advisor at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners October 2011 - Present
Ameriprise Financial Services, Inc. May 2003 - October 2011
Ameriprise Financial April 2003 - October 2011
Skills
Retirement Planning, Financial Planning, Retirement Income..., Estate Planning, Investments, Charitable Giving, Small Business
Education
The George Washington University - School of Business
International Business and Marketing
Integrated Financial Partners October 2011 - Present
Ameriprise Financial Services, Inc. May 2003 - October 2011
Ameriprise Financial April 2003 - October 2011
Skills
Retirement Planning, Financial Planning, Retirement Income..., Estate Planning, Investments, Charitable Giving, Small Business
Education
The George Washington University - School of Business
International Business and Marketing
Felipe Peres's Ameriprise Financial Services, Inc. Experience 2002 - 2003
Job .
Industry Management Consulting
Experience
Database & LAN Solutions 2011 - 2012
Independent Financial Advisor 2007 - 2010
Safeway Inc. 2005 - 2005
The World Bank 2003 - 2004
Ameriprise Financial Services, Inc. 2002 - 2003
Nortel Networks 2000 - 2001
Skills
Business Strategy, Strategic Planning, Business Development, Business Planning, New Business Development, Business Communications, Leadership, Long-term Customer..., Sales, Spanish (Fluent), Portuguese (Fluent)
Education
The George Washington University 1998 — 2000
MBA, International Business
University of Maryland College Park 1993 — 1998
B.S., Marketing & Finance
Database & LAN Solutions 2011 - 2012
Independent Financial Advisor 2007 - 2010
Safeway Inc. 2005 - 2005
The World Bank 2003 - 2004
Ameriprise Financial Services, Inc. 2002 - 2003
Nortel Networks 2000 - 2001
Skills
Business Strategy, Strategic Planning, Business Development, Business Planning, New Business Development, Business Communications, Leadership, Long-term Customer..., Sales, Spanish (Fluent), Portuguese (Fluent)
Education
The George Washington University 1998 — 2000
MBA, International Business
University of Maryland College Park 1993 — 1998
B.S., Marketing & Finance
Amy Stimmel Amy Stimmel's Ameriprise Financial Services, Inc. Experience June 2007 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2007 - Present
Ameriprise Financial Services, Inc. June 2006 - May 2007
Education
The Ohio State University 2001 — 2006
Bachelor of Science (B.S.), Financial Planning and Services
Ameriprise Financial Services, Inc. June 2007 - Present
Ameriprise Financial Services, Inc. June 2006 - May 2007
Education
The Ohio State University 2001 — 2006
Bachelor of Science (B.S.), Financial Planning and Services
Sean Claugherty Sean Claugherty's Ameriprise Financial Services, Inc. Experience June 2010 - December 2011
Job Business Systems Consultant at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage July 2013 - Present
Genesis 10 January 2012 - June 2013
Ameriprise Financial Services, Inc. June 2010 - December 2011
Skills
Business Analysis, Business Requirements, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Data Analysis, Analysis, Outlook, Presenter, Requirements Gathering, Project Planning, User Acceptance Testing, Leadership, Process Improvement, Management
Education
The College of St. Scholastica 2006 — 2010
Bachelor of Arts (B.A.), Economics and Finance
Wells Fargo Home Mortgage July 2013 - Present
Genesis 10 January 2012 - June 2013
Ameriprise Financial Services, Inc. June 2010 - December 2011
Skills
Business Analysis, Business Requirements, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Data Analysis, Analysis, Outlook, Presenter, Requirements Gathering, Project Planning, User Acceptance Testing, Leadership, Process Improvement, Management
Education
The College of St. Scholastica 2006 — 2010
Bachelor of Arts (B.A.), Economics and Finance
Carly Kehn's Ameriprise Financial Services, Inc. Experience April 2011 - July 2014
Job Associate Director of Basketball Operations
Industry Sports
Experience
University of Houston June 2014 - Present
Ameriprise Financial Services, Inc. April 2011 - July 2014
The Ohio State University December 2011 - May 2014
Basketball Camps June 2012 - July 2013
Cambridge High School Basketball Team June 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, Public Speaking, English, Coaching, Event Planning, Fundraising, Recruiting, Facebook, Sports Management, Social Networking
Education
The Ohio State University 2010 — 2014
Bachelor of Science (B.S.) In Progress, Sport and Leisure Studies
Cambridge High School 2007 — 2010
Ridgewood High School 2006 — 2007
University of Houston June 2014 - Present
Ameriprise Financial Services, Inc. April 2011 - July 2014
The Ohio State University December 2011 - May 2014
Basketball Camps June 2012 - July 2013
Cambridge High School Basketball Team June 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, Public Speaking, English, Coaching, Event Planning, Fundraising, Recruiting, Facebook, Sports Management, Social Networking
Education
The Ohio State University 2010 — 2014
Bachelor of Science (B.S.) In Progress, Sport and Leisure Studies
Cambridge High School 2007 — 2010
Ridgewood High School 2006 — 2007
Gerald Gortner Gerald Gortner's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Rotary Leadership Institute July 2012 - Present
Ameriprise Financial Services, Inc. January 2011 - September 2012
Ameriprise Financial Services, Inc. August 1970 - January 2011
Education
The Ohio State University 1959 — 1963
BS, Agricultural Economics-Marketing
Union College
Ameriprise Financial Services, Inc. September 2012 - Present
Rotary Leadership Institute July 2012 - Present
Ameriprise Financial Services, Inc. January 2011 - September 2012
Ameriprise Financial Services, Inc. August 1970 - January 2011
Education
The Ohio State University 1959 — 1963
BS, Agricultural Economics-Marketing
Union College
Suzanne Loin Suzanne Loin's Ameriprise Financial Services, Inc. Experience September 2006 - April 2009
Job Education Management Professional
Industry Education Management
Experience
WESTWOOD REGIONAL SCHOOL DISTRICT January 2010 - Present
Ameriprise Financial Services, Inc. September 2006 - April 2009
Sony Corporation of America May 1994 - September 1997
Sony Corporation of America September 1992 - May 1994
Sony Corporation of America August 1988 - September 1992
ABC Television February 1986 - August 1988
ABC Television May 1985 - February 1986
ABC Television August 1984 - May 1985
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Forecasting, Capital Budgeting
Education
The College of New Jersey 1980 — 1984
Bachelor of Science (B.S.), Accounting
WESTWOOD REGIONAL SCHOOL DISTRICT January 2010 - Present
Ameriprise Financial Services, Inc. September 2006 - April 2009
Sony Corporation of America May 1994 - September 1997
Sony Corporation of America September 1992 - May 1994
Sony Corporation of America August 1988 - September 1992
ABC Television February 1986 - August 1988
ABC Television May 1985 - February 1986
ABC Television August 1984 - May 1985
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Forecasting, Capital Budgeting
Education
The College of New Jersey 1980 — 1984
Bachelor of Science (B.S.), Accounting
Nestor Nova, MBA, MS Nestor Nova, MBA, MS's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job CFO VP of Finance at Nando's PERiPERi USA
Industry Restaurants
Experience
Nando's PERi-PERi USA December 2014 - Present
Margaritaville September 2013 - December 2014
Planet Hollywood Group - Buca di Beppo, Earl of Sandwich, Planet Dailies, ECE November 2010 - September 2013
Planet Hollywood Group - Buca di Beppo, Earl of Sandwich, Hard Rock Cafe Mexico, Grupo ECE November 2009 - November 2010
NBCUniversal - Theme Parks July 2006 - November 2009
Ameriprise Financial Services, Inc. 2005 - 2006
Ginn Resorts 2004 - 2006
Skills
Forecasting, Financial Reporting, Financial Analysis, Financial Modeling, Microsoft Excel, Financial Statement..., Corporate Finance, Hospitality, Proformas, Financial Planning, Statistical Modeling, Benchmarking, Access, Forecasting Models, Quantitative Analysis, Business Objects, Restaurant Management, SharePoint, Menu Engineering, Consumer Behavior, Price Modeling, Cost Control, Cognos, Excel, Project Finance, Oracle Applications, SAS, Fiduciary, M&A due diligence, Great Plains, SSRS, Lawson, Morningstar, Fiduciary Analytics, Business Optimization, Marketing Strategy..., Micros, Microstrategy, Aloha, SMS, Publishing, Labor Management, Price Setting, Microsoft Project
Education
The London School of Economics and Political Science (LSE) 2008 — 2008
Finance - Forecasting Financial Markets, Economics
Webster University 2008 — 2008
Master of Science (MS), Finance
Regents College - Webster 2006 — 2008
Master of Business Administration (MBA)
University of Central Florida
Bachelors, Science; Economics
Nando's PERi-PERi USA December 2014 - Present
Margaritaville September 2013 - December 2014
Planet Hollywood Group - Buca di Beppo, Earl of Sandwich, Planet Dailies, ECE November 2010 - September 2013
Planet Hollywood Group - Buca di Beppo, Earl of Sandwich, Hard Rock Cafe Mexico, Grupo ECE November 2009 - November 2010
NBCUniversal - Theme Parks July 2006 - November 2009
Ameriprise Financial Services, Inc. 2005 - 2006
Ginn Resorts 2004 - 2006
Skills
Forecasting, Financial Reporting, Financial Analysis, Financial Modeling, Microsoft Excel, Financial Statement..., Corporate Finance, Hospitality, Proformas, Financial Planning, Statistical Modeling, Benchmarking, Access, Forecasting Models, Quantitative Analysis, Business Objects, Restaurant Management, SharePoint, Menu Engineering, Consumer Behavior, Price Modeling, Cost Control, Cognos, Excel, Project Finance, Oracle Applications, SAS, Fiduciary, M&A due diligence, Great Plains, SSRS, Lawson, Morningstar, Fiduciary Analytics, Business Optimization, Marketing Strategy..., Micros, Microstrategy, Aloha, SMS, Publishing, Labor Management, Price Setting, Microsoft Project
Education
The London School of Economics and Political Science (LSE) 2008 — 2008
Finance - Forecasting Financial Markets, Economics
Webster University 2008 — 2008
Master of Science (MS), Finance
Regents College - Webster 2006 — 2008
Master of Business Administration (MBA)
University of Central Florida
Bachelors, Science; Economics
Christine Fredericks Christine Fredericks's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Client Service Coordinator
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
DIVERSANT, LLC April 2011 - February 2013
IMC Associates October 2008 - September 2010
New York Life Insurance Company April 1999 - May 2007
Individual Commercial Associates July 1996 - April 1999
Education
The College of New Jersey 1992 — 1996
Bachelor of Arts (B.A.), English - Major Law & Justice - Minor
Ameriprise Financial Services, Inc. February 2013 - Present
DIVERSANT, LLC April 2011 - February 2013
IMC Associates October 2008 - September 2010
New York Life Insurance Company April 1999 - May 2007
Individual Commercial Associates July 1996 - April 1999
Education
The College of New Jersey 1992 — 1996
Bachelor of Arts (B.A.), English - Major Law & Justice - Minor
Camille Gaffney's Ameriprise Financial Services, Inc. Experience July 2009 - June 2010
Job Service Manager at Financial Services Firm
Industry Financial Services
Experience
Financial Services Firm March 2011 - Present
Ameriprise Financial Services, Inc. July 2009 - June 2010
Ameriprise Financial June 2004 - July 2009
Skills
Portfolio Management, Series 7, Microsoft Office, Customer Service, Securities, Series 63, Team Leadership, Series 24, Series 65, Series 3, Series 9/10
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2006
Master of Business Administration (MBA), Finance
The College of St. Scholastica 1988 — 1992
BA, Management
Financial Services Firm March 2011 - Present
Ameriprise Financial Services, Inc. July 2009 - June 2010
Ameriprise Financial June 2004 - July 2009
Skills
Portfolio Management, Series 7, Microsoft Office, Customer Service, Securities, Series 63, Team Leadership, Series 24, Series 65, Series 3, Series 9/10
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2006
Master of Business Administration (MBA), Finance
The College of St. Scholastica 1988 — 1992
BA, Management
Kimberly Carson's Ameriprise Financial Services, Inc. Experience July 2011 - Present
Job Financial Advisor, CLTC
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
Waddell & Reed January 2009 - May 2011
Silicon Valley Small Business Development Center March 2009 - January 2011
CRG Real Estate and Mortgage Services January 2006 - November 2007
American Home Mortgage July 2005 - February 2007
Bank of America April 2003 - July 2005
Cadence Design Systems November 2000 - November 2003
Park Wine Company 1997 - 2000
Birk's Restaurant 1990 - 2000
Education
Securities Training Institute 2008 — 2008
Series 7, 6, 63, 65 and California Insurance Licenses, Investment, Retirement and Protection Planning
Securities Training Institute 2008 — 2008
Series 65, Financial Planning
CMPS Institute 2007 — 2007
Certificate, Mortgage/Financial Planning
Allied Business School 2002 — 2004
Finance, General
George Washington University 2002 — 2002
Certificate, Project Management
West Valley College 1980 — 1982
General Business
Westmont High School 1976 — 1980
General
Ameriprise Financial Services, Inc. July 2011 - Present
Waddell & Reed January 2009 - May 2011
Silicon Valley Small Business Development Center March 2009 - January 2011
CRG Real Estate and Mortgage Services January 2006 - November 2007
American Home Mortgage July 2005 - February 2007
Bank of America April 2003 - July 2005
Cadence Design Systems November 2000 - November 2003
Park Wine Company 1997 - 2000
Birk's Restaurant 1990 - 2000
Education
Securities Training Institute 2008 — 2008
Series 7, 6, 63, 65 and California Insurance Licenses, Investment, Retirement and Protection Planning
Securities Training Institute 2008 — 2008
Series 65, Financial Planning
CMPS Institute 2007 — 2007
Certificate, Mortgage/Financial Planning
Allied Business School 2002 — 2004
Finance, General
George Washington University 2002 — 2002
Certificate, Project Management
West Valley College 1980 — 1982
General Business
Westmont High School 1976 — 1980
General
Ranier Lang's Ameriprise Financial Services, Inc. Experience 1984 - Present
Job Ranier Lang, CFP®, CDFA™, Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1984 - Present
Education
The Australian National University 1966 — 1972
Ph.D., Social Sciences
UCLA 1963 — 1966
Social Anthropology
The University of Texas at Austin 1962 — 1963
M.A., Anthropology, Linguistics
The University of Chicago 1961 — 1962
Ameriprise Financial Services, Inc. 1984 - Present
Education
The Australian National University 1966 — 1972
Ph.D., Social Sciences
UCLA 1963 — 1966
Social Anthropology
The University of Texas at Austin 1962 — 1963
M.A., Anthropology, Linguistics
The University of Chicago 1961 — 1962
Amy Stromgren's Ameriprise Financial Services, Inc. Experience November 2010 - Present
Job Registered Sales Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2010 - Present
UBS March 2004 - November 2010
American National Mortgage/American Abstract & Title August 2003 - March 2004
Republic Bank December 2002 - August 2003
Wells Fargo Advisors September 2000 - December 2002
Skills
Series 7, Series 63, Fixed Income, Equities, Mutual Funds, Securities, Bloomberg, Financial Advisory, Insurance, Investments, Financial Planning, Banking, Portfolio Management
Education
The College of St. Scholastica
NA, Nursing
Ameriprise Financial Services, Inc. November 2010 - Present
UBS March 2004 - November 2010
American National Mortgage/American Abstract & Title August 2003 - March 2004
Republic Bank December 2002 - August 2003
Wells Fargo Advisors September 2000 - December 2002
Skills
Series 7, Series 63, Fixed Income, Equities, Mutual Funds, Securities, Bloomberg, Financial Advisory, Insurance, Investments, Financial Planning, Banking, Portfolio Management
Education
The College of St. Scholastica
NA, Nursing
Brian Flanagan's Ameriprise Financial Services, Inc. Experience December 2001 - June 2002
Job Senior Vice President
Industry Financial Services
Experience
F-Squared Investments October 2013 - March 2015
The Newport Group February 2013 - October 2013
Fidelity Investments December 2010 - January 2013
Ivy Funds March 2005 - October 2010
Nationwide Financial October 2002 - March 2005
Ameriprise Financial Services, Inc. December 2001 - June 2002
J-Byte Electronics Inc August 2000 - November 2001
Flanagan's Beach Bar and Grill January 2000 - December 2000
Skills
Mutual Funds, Wholesale, Institutional Sales, Series 63, 401k, Selling, Series 6, Retirement Planning, Retirement, Investments, Series 7, Fixed Annuities, Life Insurance, Series 65, Asset Allocation, Financial Advisory, Investment Advisory, Defined Contribution, Financial Services, Wealth Management, Investment Strategies, Uniform Combined State..., Separately Managed..., Financial Planners, Qualified Retirement..., Retirement Plan..., Defined Benefit, Variable Annuities, Alternative Investments, FINRA, Pensions, Profit Sharing, Series 24, Securities, Financial Planning, Sales
Education
The Ohio State University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Financial Planning and Services
American Intercontinental University
F-Squared Investments October 2013 - March 2015
The Newport Group February 2013 - October 2013
Fidelity Investments December 2010 - January 2013
Ivy Funds March 2005 - October 2010
Nationwide Financial October 2002 - March 2005
Ameriprise Financial Services, Inc. December 2001 - June 2002
J-Byte Electronics Inc August 2000 - November 2001
Flanagan's Beach Bar and Grill January 2000 - December 2000
Skills
Mutual Funds, Wholesale, Institutional Sales, Series 63, 401k, Selling, Series 6, Retirement Planning, Retirement, Investments, Series 7, Fixed Annuities, Life Insurance, Series 65, Asset Allocation, Financial Advisory, Investment Advisory, Defined Contribution, Financial Services, Wealth Management, Investment Strategies, Uniform Combined State..., Separately Managed..., Financial Planners, Qualified Retirement..., Retirement Plan..., Defined Benefit, Variable Annuities, Alternative Investments, FINRA, Pensions, Profit Sharing, Series 24, Securities, Financial Planning, Sales
Education
The Ohio State University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Financial Planning and Services
American Intercontinental University
Matt Wolfe's Ameriprise Financial Services, Inc. Experience May 2000 - March 2001
Job Impact Manager at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial July 2010 - Present
Nationwide Financial February 2008 - July 2010
Nationwide Financial May 2006 - February 2008
Nationwide Financial March 2004 - May 2006
Nationwide Financial March 2001 - March 2004
Ameriprise Financial Services, Inc. May 2000 - March 2001
Hyatt Hotels Corporation 1992 - 2000
Skills
Retirement Planning, Retirement, Investments, Process Improvement, 401k, Change Management, Pensions, Leadership, Strategic Financial..., Series 7, Fixed Annuities, DMAIC, Strategic Planning, Customer Service, Life Insurance, Requirements Analysis, Problem Solving, Project Planning, User Acceptance Testing, Retirement Plans, Customer Retention, Inside Sales, Estate Planning, Annuities, Term Life Insurance, Financial Planning, siebel, ivr, CRM Integration, Green Belt, Mutual Funds, Insurance, Financial Services
Education
The Ohio State University
Bachelor of Science (B.S.), Financial Planning and Services
Nationwide Financial July 2010 - Present
Nationwide Financial February 2008 - July 2010
Nationwide Financial May 2006 - February 2008
Nationwide Financial March 2004 - May 2006
Nationwide Financial March 2001 - March 2004
Ameriprise Financial Services, Inc. May 2000 - March 2001
Hyatt Hotels Corporation 1992 - 2000
Skills
Retirement Planning, Retirement, Investments, Process Improvement, 401k, Change Management, Pensions, Leadership, Strategic Financial..., Series 7, Fixed Annuities, DMAIC, Strategic Planning, Customer Service, Life Insurance, Requirements Analysis, Problem Solving, Project Planning, User Acceptance Testing, Retirement Plans, Customer Retention, Inside Sales, Estate Planning, Annuities, Term Life Insurance, Financial Planning, siebel, ivr, CRM Integration, Green Belt, Mutual Funds, Insurance, Financial Services
Education
The Ohio State University
Bachelor of Science (B.S.), Financial Planning and Services
Randall Helt's Ameriprise Financial Services, Inc. Experience November 2004 - Present
Job Financial Advisor, Cardinal Pointe Financial Group, A private wealth advisory practice with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2004 - Present
Education
The Ohio State University 1979 — 1983
BS, Agricultural Economics
Ameriprise Financial Services, Inc. November 2004 - Present
Education
The Ohio State University 1979 — 1983
BS, Agricultural Economics
Lauriena Borstein's Ameriprise Financial Services, Inc. Experience September 2004 - March 2006
Job Senior Vice President of Operations at Rita's Italian Ice
Industry Retail
Experience
Rita's Italian Ice January 2012 - Present
Rita's Italian Ice March 2006 - January 2012
Ameriprise Financial Services, Inc. September 2004 - March 2006
Skills
Franchise Consulting, Franchising, Customer Service, Food, Food, Income Statement, Inventory Management, Food Service, Location Intelligence, Marketing, Marketing Strategy, Multi-unit, New Business Development, P, Profit, Restaurant Management, Restaurants, Retail, Strategic Planning, Sales, Team Building
Education
The College of New Jersey 2000 — 2004
Rita's Italian Ice January 2012 - Present
Rita's Italian Ice March 2006 - January 2012
Ameriprise Financial Services, Inc. September 2004 - March 2006
Skills
Franchise Consulting, Franchising, Customer Service, Food, Food, Income Statement, Inventory Management, Food Service, Location Intelligence, Marketing, Marketing Strategy, Multi-unit, New Business Development, P, Profit, Restaurant Management, Restaurants, Retail, Strategic Planning, Sales, Team Building
Education
The College of New Jersey 2000 — 2004
Jason Ahlgren's Ameriprise Financial Services, Inc. Experience September 2011 - February 2014
Job Associate Client Relationship Manager at Riverbridge Partners, LLC
Industry Financial Services
Experience
Riverbridge Partners, LLC February 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - February 2014
Thrivent Financial for Lutherans January 2007 - September 2011
Valspar September 2005 - January 2007
Metris Companies May 2005 - September 2005
Regis Corporation September 2003 - May 2005
Skills
Finance, Forecasting, Analysis, Budgets
Education
University of Minnesota Duluth 2000 — 2003
BA, Finance
Series 7 & 66 Licenses
The American College
CFP, Certified Financial Planner
The American College
ChFC, Chartered Financial Consultant
Riverbridge Partners, LLC February 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - February 2014
Thrivent Financial for Lutherans January 2007 - September 2011
Valspar September 2005 - January 2007
Metris Companies May 2005 - September 2005
Regis Corporation September 2003 - May 2005
Skills
Finance, Forecasting, Analysis, Budgets
Education
University of Minnesota Duluth 2000 — 2003
BA, Finance
Series 7 & 66 Licenses
The American College
CFP, Certified Financial Planner
The American College
ChFC, Chartered Financial Consultant
Emily Hartllage's Ameriprise Financial Services, Inc. Experience August 2006 - February 2008
Job Inside Sales Rep at Piezosurgery, Inc
Industry International Trade and Development
Experience
Piezosurgery, Inc June 2009 - Present
Walgreens June 2008 - June 2009
Ameriprise Financial Services, Inc. August 2006 - February 2008
Education
The Ohio State University 2005 — 2009
Bacelor of Arts, International Business and French
Piezosurgery, Inc June 2009 - Present
Walgreens June 2008 - June 2009
Ameriprise Financial Services, Inc. August 2006 - February 2008
Education
The Ohio State University 2005 — 2009
Bacelor of Arts, International Business and French
Jayson Hesch's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Senior Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2014
Ameriprise Financial March 2009 - February 2012
Ameriprise Financial Services, Inc. July 2006 - February 2009
Ameriprise Financial Services, Inc. September 2002 - June 2006
Wells Fargo 2001 - 2002
Skills
Vendor Management, Series 63, Risk Management, Requirements Gathering, Mutual Funds, Financial Services, Fixed Income, Equities, Options, Securities, Series 7, Business Analysis, SDLC, Change Management
Education
The George Washington University - School of Business 1997 — 2001
BBA, Finance
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2014
Ameriprise Financial March 2009 - February 2012
Ameriprise Financial Services, Inc. July 2006 - February 2009
Ameriprise Financial Services, Inc. September 2002 - June 2006
Wells Fargo 2001 - 2002
Skills
Vendor Management, Series 63, Risk Management, Requirements Gathering, Mutual Funds, Financial Services, Fixed Income, Equities, Options, Securities, Series 7, Business Analysis, SDLC, Change Management
Education
The George Washington University - School of Business 1997 — 2001
BBA, Finance
Ian Malakoff's Ameriprise Financial Services, Inc. Experience January 2009 - May 2009
Job Analyst at Engle Capital
Industry Financial Services
Experience
Engle Capital January 2015 - Present
Centerline Investment Partners February 2014 - November 2014
Scout Capital July 2012 - February 2014
Bloomberg June 2010 - June 2012
Trinity College - Hartford September 2006 - February 2010
Bloomberg May 2009 - August 2009
Ameriprise Financial Services, Inc. January 2009 - May 2009
McKinsey & Company June 2008 - August 2008
Skills
Fixed Income, Credit Derivatives, Chartered Financial..., Equities, Interest Rate..., Quantitative Investing, Microsoft Excel, Bloomberg, Data Visualization, Futures Trading, Hedge Funds, Capital Markets, Financial Modeling, Equity Research, Valuation, Derivatives, Bloomberg Terminal
Education
Trinity College-Hartford 2006 — 2010
BA, Economics, Hispanic Studies
The London School of Economics and Political Science (LSE) 2008 — 2008
Financial Accounting
Universitat Pompeu Fabra 2008 — 2008
Economics, Hispanic Studies
Engle Capital January 2015 - Present
Centerline Investment Partners February 2014 - November 2014
Scout Capital July 2012 - February 2014
Bloomberg June 2010 - June 2012
Trinity College - Hartford September 2006 - February 2010
Bloomberg May 2009 - August 2009
Ameriprise Financial Services, Inc. January 2009 - May 2009
McKinsey & Company June 2008 - August 2008
Skills
Fixed Income, Credit Derivatives, Chartered Financial..., Equities, Interest Rate..., Quantitative Investing, Microsoft Excel, Bloomberg, Data Visualization, Futures Trading, Hedge Funds, Capital Markets, Financial Modeling, Equity Research, Valuation, Derivatives, Bloomberg Terminal
Education
Trinity College-Hartford 2006 — 2010
BA, Economics, Hispanic Studies
The London School of Economics and Political Science (LSE) 2008 — 2008
Financial Accounting
Universitat Pompeu Fabra 2008 — 2008
Economics, Hispanic Studies
Branden Kurgan's Ameriprise Financial Services, Inc. Experience December 2008 - Present
Job Associate Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2008 - Present
Education
The Ohio State University 2001 — 2005
Ameriprise Financial Services, Inc. December 2008 - Present
Education
The Ohio State University 2001 — 2005
Mike Gschlecht's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Sr Tax Manager State & Local at Ameriprise Financial Services, Inc.
Industry Accounting
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
American Medical Systems, Inc December 2007 - November 2013
Deloitte Tax, LLP October 2007 - November 2007
Deloitte Tax, LLC March 2005 - September 2007
State of Minnesota Department of Revenue December 2003 - February 2005
MN Department of Revenue November 2001 - November 2003
MN Department of Revenue May 1997 - October 2001
MN Department of Revenue July 1994 - April 1997
Skills
Tax, Auditing, Sales Tax, Fixed Assets, Use Tax, Property Tax, Mergers & Acquisitions, Forecasting, Due Diligence, Invoicing, Sales & Use Tax, Management, Microsoft Excel, Accounting, Tax Research
Education
The College of St. Scholastica 1984 — 1988
B.A, Business Management
The College of St. Scholastica 1984 — 1988
BA, Business Management
Ameriprise Financial Services, Inc. December 2013 - Present
American Medical Systems, Inc December 2007 - November 2013
Deloitte Tax, LLP October 2007 - November 2007
Deloitte Tax, LLC March 2005 - September 2007
State of Minnesota Department of Revenue December 2003 - February 2005
MN Department of Revenue November 2001 - November 2003
MN Department of Revenue May 1997 - October 2001
MN Department of Revenue July 1994 - April 1997
Skills
Tax, Auditing, Sales Tax, Fixed Assets, Use Tax, Property Tax, Mergers & Acquisitions, Forecasting, Due Diligence, Invoicing, Sales & Use Tax, Management, Microsoft Excel, Accounting, Tax Research
Education
The College of St. Scholastica 1984 — 1988
B.A, Business Management
The College of St. Scholastica 1984 — 1988
BA, Business Management
Rex B Fitch, Jr CFP's Ameriprise Financial Services, Inc. Experience September 1992 - May 2015
Job Retired Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Retired, Enjoy helping others May 2015 - Present
Ameriprise Financial Services, Inc. September 1992 - May 2015
United States Navy October 1986 - August 1992
Education
University of Notre Dame 1961 — 1965
BA, English
The George Washington University 1969 — 1972
MSA, Systems Management
Retired, Enjoy helping others May 2015 - Present
Ameriprise Financial Services, Inc. September 1992 - May 2015
United States Navy October 1986 - August 1992
Education
University of Notre Dame 1961 — 1965
BA, English
The George Washington University 1969 — 1972
MSA, Systems Management
Erica Valliant's Ameriprise Financial Services, Inc. Experience June 2011 - December 2014
Job New Business Suitability Analyst at Securian Financial Group
Industry Financial Services
Experience
Securian Financial Group June 2015 - Present
REshopp LLC April 2015 - Present
Ameriprise Financial Services, Inc. June 2011 - December 2014
Avon January 2011 - January 2012
Blue Cross Blue Shield of Minnesota January 2011 - June 2011
Prometric October 2008 - January 2010
AT&T Mobility 2007 - 2009
Skills
Networking, Leadership, Creative Problem Solving, PowerPoint, Graphic Design, Customer Service, Project Management, Communication, Creativity, Adobe Design Programs, Lean Thinking, Soldering, Series 7, Series 63, Microsoft Office, Financial Services, Team Building, Fashion, Personal Shopping, Image Consulting, Wardrobe Analysis
Education
The Art Institutes International-Minnesota 2013 — 2015
Graphic Design
Hyde Park Career Academy 1993 — 1997
DCTC
Securian Financial Group June 2015 - Present
REshopp LLC April 2015 - Present
Ameriprise Financial Services, Inc. June 2011 - December 2014
Avon January 2011 - January 2012
Blue Cross Blue Shield of Minnesota January 2011 - June 2011
Prometric October 2008 - January 2010
AT&T Mobility 2007 - 2009
Skills
Networking, Leadership, Creative Problem Solving, PowerPoint, Graphic Design, Customer Service, Project Management, Communication, Creativity, Adobe Design Programs, Lean Thinking, Soldering, Series 7, Series 63, Microsoft Office, Financial Services, Team Building, Fashion, Personal Shopping, Image Consulting, Wardrobe Analysis
Education
The Art Institutes International-Minnesota 2013 — 2015
Graphic Design
Hyde Park Career Academy 1993 — 1997
DCTC
Duane Gajewski's Ameriprise Financial Services, Inc. Experience January 2004 - June 2008
Job Actuarial Consultant
Industry Insurance
Experience
Duane Gajewski, Consultant March 2015 - Present
Allianz Life Insurance Company of North America June 2008 - March 2015
Ameriprise Financial Services, Inc. January 2004 - June 2008
Ameriprise Financial Services, Inc. September 2001 - January 2004
Ameriprise Financial Services, Inc. January 1998 - September 2001
National Life Group August 1995 - January 2001
University of Wisconsin - Superior September 1994 - May 1995
University of Minnesota Duluth September 1992 - May 1994
Skills
Actuary: Associate of..., ALM, Risk Management, Financial Risk, Financial Modeling, Insurance, Actuarial Science, Investments, Analysis, Portfolio Management, Valuation, Fixed Income, Economic Capital, Asset Allocation, Financial Services, VBA, Fixed Annuities, Quantitative Finance, Derivatives, Life Insurance, Reinsurance, Actuaries, Solvency II
Education
University of Minnesota Duluth 1992 — 1995
Master's degree, Applied and Computational Mathematics
The College of St. Scholastica 1982 — 1987
Bachelor of Arts (B.A.), Majors: Mathematics & Communication
Duane Gajewski, Consultant March 2015 - Present
Allianz Life Insurance Company of North America June 2008 - March 2015
Ameriprise Financial Services, Inc. January 2004 - June 2008
Ameriprise Financial Services, Inc. September 2001 - January 2004
Ameriprise Financial Services, Inc. January 1998 - September 2001
National Life Group August 1995 - January 2001
University of Wisconsin - Superior September 1994 - May 1995
University of Minnesota Duluth September 1992 - May 1994
Skills
Actuary: Associate of..., ALM, Risk Management, Financial Risk, Financial Modeling, Insurance, Actuarial Science, Investments, Analysis, Portfolio Management, Valuation, Fixed Income, Economic Capital, Asset Allocation, Financial Services, VBA, Fixed Annuities, Quantitative Finance, Derivatives, Life Insurance, Reinsurance, Actuaries, Solvency II
Education
University of Minnesota Duluth 1992 — 1995
Master's degree, Applied and Computational Mathematics
The College of St. Scholastica 1982 — 1987
Bachelor of Arts (B.A.), Majors: Mathematics & Communication
Tony Marx's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Ameriprise 2011 - 2012
Education
The George Washington University
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. April 2009 - Present
Ameriprise 2011 - 2012
Education
The George Washington University
Bachelor of Arts (B.A.), Economics
Leigh Guido's Ameriprise Financial Services, Inc. Experience July 1996 - Present
Job Financial Advisor/Associate Vice President/CRPC® at Ameriprise Financial Services, Inc. CA Insurance #0G21231
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1996 - Present
Education
The Ohio State University 1984 — 1987
B.S., Business/Finance
Ameriprise Financial Services, Inc. July 1996 - Present
Education
The Ohio State University 1984 — 1987
B.S., Business/Finance
Ashley Chang's Ameriprise Financial Services, Inc. Experience June 2007 - May 2008
Job at
Industry Accounting
Experience
Valero Energy Corporation January 2015 - Present
Whole Foods Market November 2012 - December 2014
MulWare January 2012 - November 2012
Veris Consulting, Inc September 2010 - January 2012
City of Round Rock May 2008 - July 2009
Ameriprise Financial Services, Inc. June 2007 - May 2008
Skills
Accounting
Education
The College of William and Mary - The Mason School of Business 2009 — 2010
MAcc, Accounting
The University of Texas at Austin 2005 — 2009
B.A., Business Economics
Valero Energy Corporation January 2015 - Present
Whole Foods Market November 2012 - December 2014
MulWare January 2012 - November 2012
Veris Consulting, Inc September 2010 - January 2012
City of Round Rock May 2008 - July 2009
Ameriprise Financial Services, Inc. June 2007 - May 2008
Skills
Accounting
Education
The College of William and Mary - The Mason School of Business 2009 — 2010
MAcc, Accounting
The University of Texas at Austin 2005 — 2009
B.A., Business Economics
Bryan Pederson's Ameriprise Financial Services, Inc. Experience April 1999 - December 2005
Job Cook and Banquet Chef at Celebration Golf Management
Industry Restaurants
Experience
Celebration Golf Management March 2011 - Present
Ameriprise Financial Services, Inc. April 1999 - December 2005
Education
The Art Institutes International-Minnesota 2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Culinary Arts/Chef Training
Celebration Golf Management March 2011 - Present
Ameriprise Financial Services, Inc. April 1999 - December 2005
Education
The Art Institutes International-Minnesota 2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Culinary Arts/Chef Training
Leslie O'Brien, CFP®'s Ameriprise Financial Services, Inc. Experience May 2004 - January 2009
Job Experienced Caregiver/ Chef/ Financial Planner / Home Coordinator
Industry Financial Services
Experience
O'Brien Household August 2010 - Present
City Park Fitness Center January 2013 - August 2013
USAA January 2009 - August 2010
Ameriprise Financial Services, Inc. May 2004 - January 2009
Skills
Financial Planning, Retirement, Estate Planning, Strategic Financial..., Financial Advisory, Insurance, Marketing, Retirement Planning, Leadership, Management, Financial Planners, Finance
Education
University of Colorado at Boulder 1997 — 2001
BS, Advertising, emphasis in Communications
The American College
CFP®
O'Brien Household August 2010 - Present
City Park Fitness Center January 2013 - August 2013
USAA January 2009 - August 2010
Ameriprise Financial Services, Inc. May 2004 - January 2009
Skills
Financial Planning, Retirement, Estate Planning, Strategic Financial..., Financial Advisory, Insurance, Marketing, Retirement Planning, Leadership, Management, Financial Planners, Finance
Education
University of Colorado at Boulder 1997 — 2001
BS, Advertising, emphasis in Communications
The American College
CFP®
Jane A Core Thomas's Ameriprise Financial Services, Inc. Experience 1999 - Present
Job Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1999 - Present
Office of the Ohio Public Defender 1983 - 1994
Skills
Management, Customer Service, Leadership, Project Management, Strategic Planning, Sales, Insurance, Banking, Marketing, Microsoft Word
Education
The Ohio State University
Bachelor of Education (B.Ed.), English/Language Arts Teacher Education
The Ohio State University
Graduate coursework, Counseling
Ameriprise Financial Services, Inc. 1999 - Present
Office of the Ohio Public Defender 1983 - 1994
Skills
Management, Customer Service, Leadership, Project Management, Strategic Planning, Sales, Insurance, Banking, Marketing, Microsoft Word
Education
The Ohio State University
Bachelor of Education (B.Ed.), English/Language Arts Teacher Education
The Ohio State University
Graduate coursework, Counseling
Adam Paljieg's Ameriprise Financial Services, Inc. Experience December 2010 - March 2011
Job Student at The Ohio State University
Industry Logistics and Supply Chain
Experience
GE Aviation April 2011 - September 2011
Ameriprise Financial Services, Inc. December 2010 - March 2011
Education
The Ohio State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration- Operations Management
GE Aviation April 2011 - September 2011
Ameriprise Financial Services, Inc. December 2010 - March 2011
Education
The Ohio State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration- Operations Management
Tania Patrucco Reyes's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
The College of Saint Rose September 2009 - May 2011
Education
The College of Saint Rose 2007 — 2011
Master of Business Administration (MBA)
The College of Saint Rose 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services, Inc. January 2012 - Present
The College of Saint Rose September 2009 - May 2011
Education
The College of Saint Rose 2007 — 2011
Master of Business Administration (MBA)
The College of Saint Rose 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Paul Eastman, CFP, CLU's Ameriprise Financial Services, Inc. Experience October 1971 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1971 - Present
Education
College for Financial Planning 1981 — 1982
Certified Financial Planner (CFP), Financial Planning and Services
The Ohio State University 1963 — 1969
Bachelor’s Degree, Journalism
Ameriprise Financial Services, Inc. October 1971 - Present
Education
College for Financial Planning 1981 — 1982
Certified Financial Planner (CFP), Financial Planning and Services
The Ohio State University 1963 — 1969
Bachelor’s Degree, Journalism
C Reed Gerberick's Ameriprise Financial Services, Inc. Experience September 1987 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1987 - Present
Education
The Ohio State University
Bachelor of Business Administration (B.B.A.), Finance
Ameriprise Financial Services, Inc. September 1987 - Present
Education
The Ohio State University
Bachelor of Business Administration (B.B.A.), Finance
Asif Pathan's Ameriprise Financial Services, Inc. Experience June 2007 - August 2008
Job Hadoop Developer at Verizon
Industry Computer Software
Experience
Verizon January 2014 - Present
Mondelēz International September 2012 - November 2013
Omgeo June 2011 - August 2012
Wells Fargo January 2010 - March 2011
Infor Global Solution September 2008 - December 2009
Ameriprise Financial Services, Inc. June 2007 - August 2008
Skills
SQL, XML, Hadoop, Java, JavaScript, MySQL, SDLC, Oracle, Linux, Unix, Java Enterprise Edition, Databases, Microsoft SQL Server, Requirements Analysis, Agile Methodologies
Education
The Maharaja Sayajirao University of Baroda
Verizon January 2014 - Present
Mondelēz International September 2012 - November 2013
Omgeo June 2011 - August 2012
Wells Fargo January 2010 - March 2011
Infor Global Solution September 2008 - December 2009
Ameriprise Financial Services, Inc. June 2007 - August 2008
Skills
SQL, XML, Hadoop, Java, JavaScript, MySQL, SDLC, Oracle, Linux, Unix, Java Enterprise Edition, Databases, Microsoft SQL Server, Requirements Analysis, Agile Methodologies
Education
The Maharaja Sayajirao University of Baroda
Jeffrey L. Davis's Ameriprise Financial Services, Inc. Experience April 1990 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 1990 - Present
Education
College of Financal Planning
Financial Planning and Services
The American College
Financial Planning and Services
Ameriprise Financial Services, Inc. April 1990 - Present
Education
College of Financal Planning
Financial Planning and Services
The American College
Financial Planning and Services
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank