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
Jennifer Bevell Jennifer Bevell's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Operations Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. July 2011 - April 2015
Ameriprise Financial Services, Inc. January 2011 - July 2011
Truman State University January 2009 - December 2010
Truman State University August 2007 - December 2010
Patty's University Bookstore May 2005 - January 2009
Skills
Detailed Organization, Organization &..., Dependable Team Player, Resourceful..., Patience, Perseverance, Communication, Inquisitive, Adaptability, Systematic, Efficent, Curiosity, Microsoft Excel, Microsoft Office, Time Management
Education
Truman State University 2006 — 2010
Bachelor of Science (BS), Mathematics
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. July 2011 - April 2015
Ameriprise Financial Services, Inc. January 2011 - July 2011
Truman State University January 2009 - December 2010
Truman State University August 2007 - December 2010
Patty's University Bookstore May 2005 - January 2009
Skills
Detailed Organization, Organization &..., Dependable Team Player, Resourceful..., Patience, Perseverance, Communication, Inquisitive, Adaptability, Systematic, Efficent, Curiosity, Microsoft Excel, Microsoft Office, Time Management
Education
Truman State University 2006 — 2010
Bachelor of Science (BS), Mathematics
Karen O'Rourke Karen O'Rourke's Ameriprise Financial Services, Inc. Experience 2007 - 2010
Job Financial Advisor; Bonfiglio, Kiley and Associates, A private wealth advisory practice of Ameriprise Financial Services
Industry Financial Services
Experience
Bonfiglio, Kiley and Associates, a private wealth advisory practice of Ameriprise financial service. September 2013 - Present
Ameriprise Financial Services, Inc. 2007 - 2010
Ameriprise Financial Services, Inc. 2003 - 2007
Education
Tufts University 1996 — 2000
Bachelor's degree, Economics
Manchester West Highschool, Manchester, NH 1992 — 1996
Bonfiglio, Kiley and Associates, a private wealth advisory practice of Ameriprise financial service. September 2013 - Present
Ameriprise Financial Services, Inc. 2007 - 2010
Ameriprise Financial Services, Inc. 2003 - 2007
Education
Tufts University 1996 — 2000
Bachelor's degree, Economics
Manchester West Highschool, Manchester, NH 1992 — 1996
Jordan Childs Jordan Childs's Ameriprise Financial Services, Inc. Experience March 2014 - September 2014
Job Series 7 Licensed, Current Sales Executive for Internet, Phone, Television,& Home Monitoring Provider
Industry Telecommunications
Experience
R-E-D Inc. March 2015 - Present
MN College Funding Strategies October 2013 - March 2015
Ameriprise Financial Services, Inc. March 2014 - September 2014
US Navy February 2010 - February 2014
Comcast 2007 - 2008
Skills
Finance, Investments, Retirement Planning, Financial Planning, Wealth Management, Insurance, Retirement, Financial Advisory, Asset Management, Asset Allocation, Series 7, Customer Service, Sales, Leadership, Microsoft Office, Management, Financial Analysis
Education
University of Wisconsin-River Falls 2015 — 2019
Accounting and Finance
Trident University International 2010 — 2012
Bachelor of Fine Arts (B.F.A.), Business and Personal/Financial Services Marketing Operations
nona
R-E-D Inc. March 2015 - Present
MN College Funding Strategies October 2013 - March 2015
Ameriprise Financial Services, Inc. March 2014 - September 2014
US Navy February 2010 - February 2014
Comcast 2007 - 2008
Skills
Finance, Investments, Retirement Planning, Financial Planning, Wealth Management, Insurance, Retirement, Financial Advisory, Asset Management, Asset Allocation, Series 7, Customer Service, Sales, Leadership, Microsoft Office, Management, Financial Analysis
Education
University of Wisconsin-River Falls 2015 — 2019
Accounting and Finance
Trident University International 2010 — 2012
Bachelor of Fine Arts (B.F.A.), Business and Personal/Financial Services Marketing Operations
nona
Eric Reinhold, CFP®, MBA, APMA® Eric Reinhold, CFP®, MBA, APMA®'s Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Financial Advisor / Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Academy Wealth Management April 2003 - January 2013
Academy Financial, Inc. April 1999 - March 2002
Ronald Blue & Co. March 1995 - March 1999
Lincoln Financial Advisors January 1994 - March 1995
United States Navy 1991 - December 1993
United States Navy 1989 - 1991
Education
United States Naval Academy 1984 — 1988
BS, Economics
University of Baltimore 1992 — 1993
MBA, Marketing
Westminster Christian High School 1981 — 1983
Ameriprise Financial Services, Inc. February 2013 - Present
Academy Wealth Management April 2003 - January 2013
Academy Financial, Inc. April 1999 - March 2002
Ronald Blue & Co. March 1995 - March 1999
Lincoln Financial Advisors January 1994 - March 1995
United States Navy 1991 - December 1993
United States Navy 1989 - 1991
Education
United States Naval Academy 1984 — 1988
BS, Economics
University of Baltimore 1992 — 1993
MBA, Marketing
Westminster Christian High School 1981 — 1983
Christopher Copenhaver, CFP® Christopher Copenhaver, CFP®'s Ameriprise Financial Services, Inc. Experience January 2001 - October 2007
Job Financial Advisor at Nauta Private Wealth
Industry Financial Services
Experience
Nauta Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc. January 2010 - Present
Lenox Advisors October 2007 - January 2009
Ameriprise Financial Services, Inc. January 2001 - October 2007
Education
Union College 1996 — 2000
BS, Psychology
Nauta Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc. January 2010 - Present
Lenox Advisors October 2007 - January 2009
Ameriprise Financial Services, Inc. January 2001 - October 2007
Education
Union College 1996 — 2000
BS, Psychology
Jeffrey Greenwald's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Morgan Stanley Smith Barney May 1989 - January 2012
Education
Tulane University 1984 — 1988
Bachelor of Arts (B.A.)
Ameriprise Financial Services, Inc. January 2012 - Present
Morgan Stanley Smith Barney May 1989 - January 2012
Education
Tulane University 1984 — 1988
Bachelor of Arts (B.A.)
Nicolas Alberti Nicolas Alberti's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Independent Contractor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial Services, Inc. March 2011 - Present
Skills
Financials, Real Estate Financing, Investment Banking
Education
Università di Bologna / University of Bologna 2000 — 2004
Bachelor of Science (BS), Accounting and Finance
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial Services, Inc. March 2011 - Present
Skills
Financials, Real Estate Financing, Investment Banking
Education
Università di Bologna / University of Bologna 2000 — 2004
Bachelor of Science (BS), Accounting and Finance
Kaitlin O'Sullivan Kaitlin O'Sullivan's Ameriprise Financial Services, Inc. Experience November 2010 - May 2011
Job Senior Analyst at Towers Watson
Industry Human Resources
Experience
Towers Watson September 2013 - Present
The Adirondack Trust Company June 2009 - August 2013
The Wishing Well Restaurant March 2007 - September 2012
Ameriprise Financial Services, Inc. November 2010 - May 2011
Skills
Payroll, Employee Benefits, Performance Management, Compensation Strategies, Data Analysis, Management Training, Management Development, Human Resources, Interviews, Talent Management, Leadership, Strategic Planning, Program Management, Research, Analysis, Management, Microsoft Excel, Public Speaking, Social Media, Succession Planning, Employee Relations, Microsoft Office, PowerPoint
Education
Union Graduate College 2011 — 2013
Master of Business Administration (M.B.A.)
Villanova University 2007 — 2011
Bachelor of Arts (B.A.), Human Services, General
Saratoga Springs High School
Towers Watson September 2013 - Present
The Adirondack Trust Company June 2009 - August 2013
The Wishing Well Restaurant March 2007 - September 2012
Ameriprise Financial Services, Inc. November 2010 - May 2011
Skills
Payroll, Employee Benefits, Performance Management, Compensation Strategies, Data Analysis, Management Training, Management Development, Human Resources, Interviews, Talent Management, Leadership, Strategic Planning, Program Management, Research, Analysis, Management, Microsoft Excel, Public Speaking, Social Media, Succession Planning, Employee Relations, Microsoft Office, PowerPoint
Education
Union Graduate College 2011 — 2013
Master of Business Administration (M.B.A.)
Villanova University 2007 — 2011
Bachelor of Arts (B.A.), Human Services, General
Saratoga Springs High School
Kimberly Matsudaira's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Financial Planning Specialist helping educate people with sound financial concepts.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Taiko Kai at the University of Washington February 2013 - Present
Portland Avenue Ventures, LLC January 2014 - March 2014
The Asian Business Student Association October 2012 - June 2013
Expeditors June 2011 - February 2013
Skills
Team Leadership, Data Analysis, Business Strategy, Financial Analysis, Social Media, Microsoft Office, Microsoft Excel, Business Development, People Skills, Clerical Skills, Guest Service Management, Event Planning, Leadership, Public Speaking
Education
University of Washington, Michael G. Foster School of Business 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Marketing
University of Washington School of Music 2010 — 2015
Music Minor, Music History, Literature, and Theory
Università Commerciale 'Luigi Bocconi'
Half the Sky: India Exploration Seminar
Micro-financing, leadership, small/large organizations and for-profit and non-profit
The Kakehashi Project
Japanese Language and Culture
Ameriprise Financial Services, Inc. February 2013 - Present
Taiko Kai at the University of Washington February 2013 - Present
Portland Avenue Ventures, LLC January 2014 - March 2014
The Asian Business Student Association October 2012 - June 2013
Expeditors June 2011 - February 2013
Skills
Team Leadership, Data Analysis, Business Strategy, Financial Analysis, Social Media, Microsoft Office, Microsoft Excel, Business Development, People Skills, Clerical Skills, Guest Service Management, Event Planning, Leadership, Public Speaking
Education
University of Washington, Michael G. Foster School of Business 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Marketing
University of Washington School of Music 2010 — 2015
Music Minor, Music History, Literature, and Theory
Università Commerciale 'Luigi Bocconi'
Half the Sky: India Exploration Seminar
Micro-financing, leadership, small/large organizations and for-profit and non-profit
The Kakehashi Project
Japanese Language and Culture
Chet Makuch, CFP®, CRPC®, APMA® Chet Makuch, CFP®, CRPC®, APMA®'s Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
US Naval Academy May 2010 - Present
Ameriprise Financial Services, Inc. April 2009 - Present
Banc of America Investments/Quick & Reilly/Fleet March 1999 - April 2009
Merrill Lynch September 1994 - March 1999
US Navy 1986 - 1995
GUARD Insurance Group 1993 - 1994
Futurekids 1992 - 1994
Education
United States Naval Academy 1982 — 1986
BS, Computer Science
US Naval Academy May 2010 - Present
Ameriprise Financial Services, Inc. April 2009 - Present
Banc of America Investments/Quick & Reilly/Fleet March 1999 - April 2009
Merrill Lynch September 1994 - March 1999
US Navy 1986 - 1995
GUARD Insurance Group 1993 - 1994
Futurekids 1992 - 1994
Education
United States Naval Academy 1982 — 1986
BS, Computer Science
Peter Birnie, CRPC Peter Birnie, CRPC's Ameriprise Financial Services, Inc. Experience September 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2003 - Present
Education
Union College 1999 — 2003
Bachelor of Arts (BA), Economics, History
Hanover High School
Ameriprise Financial Services, Inc. September 2003 - Present
Education
Union College 1999 — 2003
Bachelor of Arts (BA), Economics, History
Hanover High School
Hal Surawski Hal Surawski's Ameriprise Financial Services, Inc. Experience May 2008 - Present
Job Data Architect at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2008 - Present
Ameriprise Financial Services, Inc. May 2005 - May 2008
American Express August 1998 - December 2004
Skills
SAS Programming, SAS Administrator, UNIX, UNIX Shell Scripting, Data Warehousing, ETL, SQL, SAS, Security, Servers
Education
Park College 1988 — 1989
Computer Science
Troy State University 1985 — 1988
Computer Science
Ameriprise Financial Services, Inc. May 2008 - Present
Ameriprise Financial Services, Inc. May 2005 - May 2008
American Express August 1998 - December 2004
Skills
SAS Programming, SAS Administrator, UNIX, UNIX Shell Scripting, Data Warehousing, ETL, SQL, SAS, Security, Servers
Education
Park College 1988 — 1989
Computer Science
Troy State University 1985 — 1988
Computer Science
Sean Lawson Sean Lawson's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Student at Union College (NE)
Industry
Experience
Union College (Nebraska) August 2013 - Present
Union College (Nebraska) August 2013 - Present
Ameriprise Financial Services, Inc. June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Accounting
Education
Union College (NE) 2011 — 2015
Business, emphasis in Finance and Management
Union College (Nebraska) August 2013 - Present
Union College (Nebraska) August 2013 - Present
Ameriprise Financial Services, Inc. June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Accounting
Education
Union College (NE) 2011 — 2015
Business, emphasis in Finance and Management
Scott Warmus Scott Warmus's Ameriprise Financial Services, Inc. Experience January 2006 - May 2008
Job National Sales Manager at Lakeshore Display MFG. CO., Inc.
Industry Consumer Goods
Experience
Lakeshore Display MFG. CO., Inc. April 2014 - Present
Totes Isotoner July 2013 - April 2014
Manzella Productions December 2012 - June 2013
Self-employed June 2008 - December 2012
Ameriprise Financial Services, Inc. January 2006 - May 2008
Ryerson August 2005 - December 2005
Skills
Customer Service, Sales, New Business Development, Microsoft Excel, Business Development, Customer Satisfaction, Sales Management, Marketing, Marketing Strategy, Sales Operations, Inventory Management, Retail, Forecasting, Account Management, Cold Calling, Management, Merchandising, Product Development
Education
Trinity Christian College 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Lakeshore Display MFG. CO., Inc. April 2014 - Present
Totes Isotoner July 2013 - April 2014
Manzella Productions December 2012 - June 2013
Self-employed June 2008 - December 2012
Ameriprise Financial Services, Inc. January 2006 - May 2008
Ryerson August 2005 - December 2005
Skills
Customer Service, Sales, New Business Development, Microsoft Excel, Business Development, Customer Satisfaction, Sales Management, Marketing, Marketing Strategy, Sales Operations, Inventory Management, Retail, Forecasting, Account Management, Cold Calling, Management, Merchandising, Product Development
Education
Trinity Christian College 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Meghan Trammell's Ameriprise Financial Services, Inc. Experience June 2005 - September 2014
Job Securities & Insurance Licensing Analyst at 1st Global
Industry Financial Services
Experience
1st Global October 2014 - Present
Ameriprise Financial Services, Inc. June 2005 - September 2014
Howard, Davis & Bunt September 2003 - June 2005
Skills
Marketing, Customer Service, Financial Services, Microsoft Office, PowerPoint, Marketing Strategy, Marketing Communications, Microsoft Word, Portfolio Management, Email Marketing, Outlook, Social Networking, Finance, Public Relations, Account Management, Event Planning, Insurance, Investments, Microsoft Excel, Mutual Funds, Retirement, Retirement Planning, Social Media, Social Media Marketing, Strategic Financial..., Wealth Management
Education
University of Texas at Tyler 2003 — 2008
B.B.A., Marketing
Tyler Junior College 2001 — 2004
Dance, Business, Psychology
1st Global October 2014 - Present
Ameriprise Financial Services, Inc. June 2005 - September 2014
Howard, Davis & Bunt September 2003 - June 2005
Skills
Marketing, Customer Service, Financial Services, Microsoft Office, PowerPoint, Marketing Strategy, Marketing Communications, Microsoft Word, Portfolio Management, Email Marketing, Outlook, Social Networking, Finance, Public Relations, Account Management, Event Planning, Insurance, Investments, Microsoft Excel, Mutual Funds, Retirement, Retirement Planning, Social Media, Social Media Marketing, Strategic Financial..., Wealth Management
Education
University of Texas at Tyler 2003 — 2008
B.B.A., Marketing
Tyler Junior College 2001 — 2004
Dance, Business, Psychology
Bob Regent's Ameriprise Financial Services, Inc. Experience April 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2008 - Present
Smith Barney July 1992 - April 2008
Education
Tulane University 1979 — 1983
BA, Business
Tulane University 1979 — 1983
Ameriprise Financial Services, Inc. April 2008 - Present
Smith Barney July 1992 - April 2008
Education
Tulane University 1979 — 1983
BA, Business
Tulane University 1979 — 1983
Stephen Dolgos Stephen Dolgos's Ameriprise Financial Services, Inc. Experience April 2005 - June 2006
Job Field Compliance Director at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
USAA June 2006 - February 2015
Ameriprise Financial Services, Inc. April 2005 - June 2006
LPL Financial August 2004 - April 2005
Ameriprise Financial Services, Inc. June 2002 - August 2004
US Navy May 1996 - September 2001
Skills
Retirement, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Series 7, Retirement Planning, Series 63, IRAs, Uniform Combined State..., Securities, Financial Services, Financial Planning
Education
US Naval Academy 1992 — 1996
Bachelor of Science (B.S.), History
Edward Jones February 2015 - Present
USAA June 2006 - February 2015
Ameriprise Financial Services, Inc. April 2005 - June 2006
LPL Financial August 2004 - April 2005
Ameriprise Financial Services, Inc. June 2002 - August 2004
US Navy May 1996 - September 2001
Skills
Retirement, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Series 7, Retirement Planning, Series 63, IRAs, Uniform Combined State..., Securities, Financial Services, Financial Planning
Education
US Naval Academy 1992 — 1996
Bachelor of Science (B.S.), History
Andrew Bucquoy-Brown's Ameriprise Financial Services, Inc. Experience February 2014 - March 2014
Job Internal Wholesaler at LoCorr Funds
Industry Investment Management
Experience
LoCorr Funds March 2014 - Present
Ameriprise Financial Services, Inc. February 2014 - March 2014
Ameriprise Financial Services, Inc. June 2013 - February 2014
Beijing #19 High School September 2012 - January 2013
Education
University of Wisconsin-Madison - School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Real Estate
Tsinghua University 2011 — 2013
Chinese Language Program (Fall 2012), Semester Abroad (Spring 2011)
Lycee International de St. Germain-en-Laye 2004 — 2008
International Baccalaureat, Honors in Science
LoCorr Funds March 2014 - Present
Ameriprise Financial Services, Inc. February 2014 - March 2014
Ameriprise Financial Services, Inc. June 2013 - February 2014
Beijing #19 High School September 2012 - January 2013
Education
University of Wisconsin-Madison - School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Real Estate
Tsinghua University 2011 — 2013
Chinese Language Program (Fall 2012), Semester Abroad (Spring 2011)
Lycee International de St. Germain-en-Laye 2004 — 2008
International Baccalaureat, Honors in Science
Meredith McCanless Meredith McCanless's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Sageworks, Inc. June 2012 - November 2012
Kraft Sports Group May 2011 - February 2012
Ameriprise Financial Internship July 2010 - August 2010
Education
North Carolina State University 2008 — 2012
B.S, Business Administration; Finance and Marketing, 4.0/4.0
Université catholique de Lille 2009 — 2009
Ameriprise Financial Services, Inc. April 2013 - Present
Sageworks, Inc. June 2012 - November 2012
Kraft Sports Group May 2011 - February 2012
Ameriprise Financial Internship July 2010 - August 2010
Education
North Carolina State University 2008 — 2012
B.S, Business Administration; Finance and Marketing, 4.0/4.0
Université catholique de Lille 2009 — 2009
Steve Descano's Ameriprise Financial Services, Inc. Experience June 2004 - October 2005
Job Trial Attorney at U.S. Department of Justice, Civil Division, Consumer Protection Branch
Industry Law Practice
Experience
U.S. Department of Justice August 2010 - Present
Wilmington Trust August 2009 - August 2010
Connolly Bove Lodge & Hutz LLP June 2009 - August 2009
Wilmington Trust August 2008 - May 2009
Richards, Layton & Finger June 2008 - August 2008
Philadelphia District Attorney's Office May 2007 - August 2007
DHL October 2005 - May 2007
Ameriprise Financial Services, Inc. June 2004 - October 2005
US Army June 2002 - February 2004
Skills
Legal Research, Litigation, Jury Trials, Criminal Law, Legal Writing, Legal Advice, Trials, Courts, Government, Motions, Federal Law, White Collar, Federal Prosecutor, Court Appearances, Criminal Investigations, Tax Law, Persuasive Writing, Public Speaking, Legal Discovery, FDA, FTC, Injunctions, Consent Decree, Civil Law, Criminal Procedure, Prosecution, Westlaw, Civil Litigation, Appeals, Corporate Law
Education
Temple University (Beasley) School of Law 2006 — 2010
Juris Doctor
United States Military Academy at West Point 1998 — 2002
Bachelor of Science (B.S.)
Salesianum High School 1994 — 1998
U.S. Department of Justice August 2010 - Present
Wilmington Trust August 2009 - August 2010
Connolly Bove Lodge & Hutz LLP June 2009 - August 2009
Wilmington Trust August 2008 - May 2009
Richards, Layton & Finger June 2008 - August 2008
Philadelphia District Attorney's Office May 2007 - August 2007
DHL October 2005 - May 2007
Ameriprise Financial Services, Inc. June 2004 - October 2005
US Army June 2002 - February 2004
Skills
Legal Research, Litigation, Jury Trials, Criminal Law, Legal Writing, Legal Advice, Trials, Courts, Government, Motions, Federal Law, White Collar, Federal Prosecutor, Court Appearances, Criminal Investigations, Tax Law, Persuasive Writing, Public Speaking, Legal Discovery, FDA, FTC, Injunctions, Consent Decree, Civil Law, Criminal Procedure, Prosecution, Westlaw, Civil Litigation, Appeals, Corporate Law
Education
Temple University (Beasley) School of Law 2006 — 2010
Juris Doctor
United States Military Academy at West Point 1998 — 2002
Bachelor of Science (B.S.)
Salesianum High School 1994 — 1998
Linda Stubblefield, CFP, CDFA Linda Stubblefield, CFP, CDFA's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Linda Stubblefield Financial Wellness June 1990 - February 2012
Morgan Stanley Smith Barney November 1998 - June 2006
Skills
Employee Benefits, Financial Planning, Financial Management, Branch Management
Education
Troy State University
University of Arkansas at Fayetteville
Ameriprise Financial Services, Inc. February 2012 - Present
Linda Stubblefield Financial Wellness June 1990 - February 2012
Morgan Stanley Smith Barney November 1998 - June 2006
Skills
Employee Benefits, Financial Planning, Financial Management, Branch Management
Education
Troy State University
University of Arkansas at Fayetteville
Paul Previte CRPC® Paul Previte CRPC®'s Ameriprise Financial Services, Inc. Experience June 2006 - Present
Job Private Wealth Advisor Vice President California Insurance License #0G13433
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2006 - Present
Education
Trinity College-Hartford 2002 — 2006
Bachelor's degree, Economics
Ameriprise Financial Services, Inc. June 2006 - Present
Education
Trinity College-Hartford 2002 — 2006
Bachelor's degree, Economics
James Dugan's Ameriprise Financial Services, Inc. Experience May 2000 - October 2008
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2011 - Present
TD Ameritrade December 2008 - March 2011
Ameriprise Financial Services, Inc. May 2000 - October 2008
Ameriprise Financial Services, Inc. August 2003 - December 2007
Skills
Series 7, Wealth Management, Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Advisory, Mutual Funds, Investments, Series 63, Retirement, Securities, Strategic Financial..., Series 24, Financial Advisory, Estate Planning, Portfolio Management, Asset Managment, FINRA, IRAs, Alternative Investments
Education
Tufts University 1996 — 2000
B.A., Economics
Natick High School 1992 — 1996
TD Ameritrade April 2011 - Present
TD Ameritrade December 2008 - March 2011
Ameriprise Financial Services, Inc. May 2000 - October 2008
Ameriprise Financial Services, Inc. August 2003 - December 2007
Skills
Series 7, Wealth Management, Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Advisory, Mutual Funds, Investments, Series 63, Retirement, Securities, Strategic Financial..., Series 24, Financial Advisory, Estate Planning, Portfolio Management, Asset Managment, FINRA, IRAs, Alternative Investments
Education
Tufts University 1996 — 2000
B.A., Economics
Natick High School 1992 — 1996
Jessica Herbert Jessica Herbert's Ameriprise Financial Services, Inc. Experience June 2012 - June 2014
Job Sales Supervisor at Entourage Management
Industry Law Practice
Experience
Entourage Management June 2014 - Present
Ameriprise Financial Services, Inc. June 2012 - June 2014
Randall Drew Law Firm January 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Editing, Client Relations Skills
Education
Trident Technical College 2011 — 2014
Associate's Degree, Paralegal Certification
University of North Carolina at Charlotte
Entourage Management June 2014 - Present
Ameriprise Financial Services, Inc. June 2012 - June 2014
Randall Drew Law Firm January 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Editing, Client Relations Skills
Education
Trident Technical College 2011 — 2014
Associate's Degree, Paralegal Certification
University of North Carolina at Charlotte
Samuel M. Fox IV, MBA, CFP® Samuel M. Fox IV, MBA, CFP®'s Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
RBC Wealth Management December 2000 - November 2011
Vantage Point Associates, LLC January 1998 - January 2000
Fraser Papers Inc. January 1995 - January 1998
Fisher International, Inc. January 1994 - January 1995
Champion International January 1992 - January 1994
Champion International January 1991 - January 1992
U.S. Navy Submarine Service January 1979 - January 1987
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1987 — 1989
M.B.A., Finance
United States Naval Academy 1973 — 1977
B.S.M.E., Engineering
Ameriprise Financial Services, Inc. November 2011 - Present
RBC Wealth Management December 2000 - November 2011
Vantage Point Associates, LLC January 1998 - January 2000
Fraser Papers Inc. January 1995 - January 1998
Fisher International, Inc. January 1994 - January 1995
Champion International January 1992 - January 1994
Champion International January 1991 - January 1992
U.S. Navy Submarine Service January 1979 - January 1987
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1987 — 1989
M.B.A., Finance
United States Naval Academy 1973 — 1977
B.S.M.E., Engineering
Helmut Ogris Helmut Ogris's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Education
State University of New York at Albany 1975 — 1979
Bachelor of Arts (BA), Economics
Ameriprise Financial Services, Inc. July 2012 - Present
Education
State University of New York at Albany 1975 — 1979
Bachelor of Arts (BA), Economics
Irene Kleyman Irene Kleyman's Ameriprise Financial Services, Inc. Experience January 2005 - May 2006
Job Wrap Accountant at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. November 2012 - Present
NBC Universal June 2006 - November 2012
Ameriprise Financial Services, Inc. January 2005 - May 2006
Skills
Financial Modeling, Financial Analysis, Finance, Financial Reporting, Corporate Finance, Budgets, Microsoft Excel, Accounting, Market Research, Variance Analysis, Investments, Analysis, Payroll, Accounts Payable, Cash Flow
Education
UCLA Anderson School of Management 2008 — 2011
MBA, Business Administration
University of California, Los Angeles 2001 — 2005
BA, Economics
NBCUniversal, Inc. November 2012 - Present
NBC Universal June 2006 - November 2012
Ameriprise Financial Services, Inc. January 2005 - May 2006
Skills
Financial Modeling, Financial Analysis, Finance, Financial Reporting, Corporate Finance, Budgets, Microsoft Excel, Accounting, Market Research, Variance Analysis, Investments, Analysis, Payroll, Accounts Payable, Cash Flow
Education
UCLA Anderson School of Management 2008 — 2011
MBA, Business Administration
University of California, Los Angeles 2001 — 2005
BA, Economics
Sarah Markowski Sarah Markowski's Ameriprise Financial Services, Inc. Experience August 2011 - December 2011
Job Financial Intern at Ameriprise Financial Services, Inc.
Industry Retail
Experience
American Income Life May 2012 - Present
Plato's Closet September 2010 - May 2012
Ameriprise Financial Services, Inc. August 2011 - December 2011
YMCA of Central Maryland June 2011 - August 2011
The Maryland Zoo in Baltimore May 2010 - October 2010
Education
Towson University 2007 — 2012
BS, Business Administration
American Income Life May 2012 - Present
Plato's Closet September 2010 - May 2012
Ameriprise Financial Services, Inc. August 2011 - December 2011
YMCA of Central Maryland June 2011 - August 2011
The Maryland Zoo in Baltimore May 2010 - October 2010
Education
Towson University 2007 — 2012
BS, Business Administration
David Hatch's Ameriprise Financial Services, Inc. Experience July 2006 - July 2009
Job Consultant at Stax Inc.
Industry Management Consulting
Experience
Stax Inc. November 2009 - Present
Stax Inc. September 2009 - November 2009
Ameriprise Financial Services, Inc. July 2006 - July 2009
State Street Corporation September 2005 - April 2006
Skills
Analysis, Management Consulting, Due Diligence, Financial Modeling, Business Analysis, Market Analysis, Manufacturing, Financial Analysis, Business Strategy, Investments, Financial Services
Education
Tufts University 2001 — 2005
BA, Economics
Stax Inc. November 2009 - Present
Stax Inc. September 2009 - November 2009
Ameriprise Financial Services, Inc. July 2006 - July 2009
State Street Corporation September 2005 - April 2006
Skills
Analysis, Management Consulting, Due Diligence, Financial Modeling, Business Analysis, Market Analysis, Manufacturing, Financial Analysis, Business Strategy, Investments, Financial Services
Education
Tufts University 2001 — 2005
BA, Economics
William Slaney, CRPC® William Slaney, CRPC®'s Ameriprise Financial Services, Inc. Experience June 1994 - Present
Job Financial Advisor with the practice of Stephen R Bucknam
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1994 - Present
Education
Mt St Charles Academy 1975 — 1981
Trinity College-Hartford 1982 — 1986
BA, Psychology
Ameriprise Financial Services, Inc. June 1994 - Present
Education
Mt St Charles Academy 1975 — 1981
Trinity College-Hartford 1982 — 1986
BA, Psychology
Don Furuya Don Furuya's Ameriprise Financial Services, Inc. Experience September 2005 - January 2015
Job Vice President of Investments at Raynmond James & Associates
Industry Financial Services
Experience
Raymond James & Associates, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. September 2005 - January 2015
Edward Jones December 1999 - September 2005
Skills
Investments, Insurance, Finance, Series 7, Mutual Funds, Wealth Management, Financial Advisory, Series 63, Asset Allocation
Education
Tufts University 1969 — 1972
Tufts University 1969 — 1972
English Language and Literature/Letters
Raymond James & Associates, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. September 2005 - January 2015
Edward Jones December 1999 - September 2005
Skills
Investments, Insurance, Finance, Series 7, Mutual Funds, Wealth Management, Financial Advisory, Series 63, Asset Allocation
Education
Tufts University 1969 — 1972
Tufts University 1969 — 1972
English Language and Literature/Letters
Lance Hoenig Lance Hoenig's Ameriprise Financial Services, Inc. Experience July 1991 - Present
Job CFP®, ChFC®, Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1991 - Present
Education
Truman State University 1986 — 1990
BS, Finance and Marketing
Ameriprise Financial Services, Inc. July 1991 - Present
Education
Truman State University 1986 — 1990
BS, Finance and Marketing
Anthony Maneri, CFP, CLU, ChFC, APMA Anthony Maneri, CFP, CLU, ChFC, APMA's Ameriprise Financial Services, Inc. Experience September 1993 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1993 - Present
Education
State University of New York at Albany 1990 — 1994
BA, Economics, Business Administration
Benjamin Cardozo High School
Ameriprise Financial Services, Inc. September 1993 - Present
Education
State University of New York at Albany 1990 — 1994
BA, Economics, Business Administration
Benjamin Cardozo High School
Michael Barrie Michael Barrie's Ameriprise Financial Services, Inc. Experience June 2012 - January 2013
Job Account Management Analyst at Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management July 2015 - Present
Barclays Investment Bank June 2014 - Present
Barclays Investment Bank February 2013 - June 2014
Ameriprise Financial Services, Inc. June 2012 - January 2013
Skills
Management, Customer Service, Project Planning, Event Planning, Sales, Financial Analysis, Leadership, Expediting, Multi Tasking, Mathematics, Communication Skills, Onboarding, Accounting, Microsoft Word, Time Management, Investments
Education
Towson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.35
Westhampton Beach High School 2004 — 2008
Moore Capital Management July 2015 - Present
Barclays Investment Bank June 2014 - Present
Barclays Investment Bank February 2013 - June 2014
Ameriprise Financial Services, Inc. June 2012 - January 2013
Skills
Management, Customer Service, Project Planning, Event Planning, Sales, Financial Analysis, Leadership, Expediting, Multi Tasking, Mathematics, Communication Skills, Onboarding, Accounting, Microsoft Word, Time Management, Investments
Education
Towson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.35
Westhampton Beach High School 2004 — 2008
Laura Cui Laura Cui's Ameriprise Financial Services, Inc. Experience September 2014 - December 2014
Job Revenue and Pricing Analyst Intern at Visa
Industry Financial Services
Experience
Visa June 2015 - Present
Ameriprise Financial Services, Inc. September 2014 - December 2014
EPFR Global June 2014 - August 2014
Tufts Telefund February 2014 - April 2014
Accellion May 2013 - August 2013
Alain Pinel Realtors May 2013 - August 2013
Roomsurf November 2012 - May 2013
Skills
Social Media Marketing, WordPress, Facebook Marketing, Slideshare, Twitter, Microsoft Excel, PowerPoint, Salesforce.com, Google Analytics, SEO, Multi-line Phone, Administrative Office..., Social Media, Microsoft Office
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Minor in Entrepreneurial Leadership Studies
Palo Alto High School 2008 — 2012
Visa June 2015 - Present
Ameriprise Financial Services, Inc. September 2014 - December 2014
EPFR Global June 2014 - August 2014
Tufts Telefund February 2014 - April 2014
Accellion May 2013 - August 2013
Alain Pinel Realtors May 2013 - August 2013
Roomsurf November 2012 - May 2013
Skills
Social Media Marketing, WordPress, Facebook Marketing, Slideshare, Twitter, Microsoft Excel, PowerPoint, Salesforce.com, Google Analytics, SEO, Multi-line Phone, Administrative Office..., Social Media, Microsoft Office
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Minor in Entrepreneurial Leadership Studies
Palo Alto High School 2008 — 2012
John Dube, MBA, CFP®, RFC, AEP® John Dube, MBA, CFP®, RFC, AEP®'s Ameriprise Financial Services, Inc. Experience June 1993 - October 1997
Job President of Dube & Associates, A financial advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Dube & Associates, A financial advisory practice of Ameriprise Financial Services, Inc October 1984 - Present
University of Nevada Las Vegas March 2005 - October 2008
Ameriprise Financial Services, Inc. June 1993 - October 1997
Ameriprise Financial October 1991 - March 1993
Ameriprise Financial 1987 - 1990
Education
University of Nevada-Las Vegas 1983 — 1984
MBA, Marketing
United States Military Academy at West Point 1979 — 1983
BS, Military History
Bishop Gorman High School 1975 — 1979
Dube & Associates, A financial advisory practice of Ameriprise Financial Services, Inc October 1984 - Present
University of Nevada Las Vegas March 2005 - October 2008
Ameriprise Financial Services, Inc. June 1993 - October 1997
Ameriprise Financial October 1991 - March 1993
Ameriprise Financial 1987 - 1990
Education
University of Nevada-Las Vegas 1983 — 1984
MBA, Marketing
United States Military Academy at West Point 1979 — 1983
BS, Military History
Bishop Gorman High School 1975 — 1979
Yvonne Messer Yvonne Messer's Ameriprise Financial Services, Inc. Experience 1995 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1995 - Present
Litholink / Laboratory Corporation of America 1987 - 1995
Education
University at Albany, SUNY 1975 — 1979
B.S., Medical Technology
Ameriprise Financial Services, Inc. 1995 - Present
Litholink / Laboratory Corporation of America 1987 - 1995
Education
University at Albany, SUNY 1975 — 1979
B.S., Medical Technology
Ciro Trombetta, MBA Ciro Trombetta, MBA's Ameriprise Financial Services, Inc. Experience November 2008 - March 2009
Job Executive Director at Happy Fiesta USA, Corp
Industry Real Estate
Experience
Happy Fiesta USA, Corp September 2013 - Present
Century 21 Real Estate Professionals March 2011 - September 2012
Randita, Inc September 2010 - May 2011
Universal Investment and home, Inc January 2004 - October 2010
CNLBank March 2007 - May 2010
Ameriprise Financial Services, Inc. November 2008 - March 2009
Mezzogiorno, Inc January 1989 - January 2009
Skills
Real Estate, Sales, Leadership, Management, Strategy, Negotiation, Investments, Investment Properties, Business Planning, Training, Short Sales, Foreclosures
Education
Loyola University 1987 — 1998
Master of Business Administration (M.B.A.), Finance and Financial Management Services
EXCUTIVE CHEF * Tritol Culinary Academy
BACHELOR, BUSINESS ADMINISTRATION
Universidad Católica Andrés Bello 1986 — 1992
Business, Finances and Business
San Ignacio de Loyola 1973 — 1986
Bachelor of Science (B.S.)
Happy Fiesta USA, Corp September 2013 - Present
Century 21 Real Estate Professionals March 2011 - September 2012
Randita, Inc September 2010 - May 2011
Universal Investment and home, Inc January 2004 - October 2010
CNLBank March 2007 - May 2010
Ameriprise Financial Services, Inc. November 2008 - March 2009
Mezzogiorno, Inc January 1989 - January 2009
Skills
Real Estate, Sales, Leadership, Management, Strategy, Negotiation, Investments, Investment Properties, Business Planning, Training, Short Sales, Foreclosures
Education
Loyola University 1987 — 1998
Master of Business Administration (M.B.A.), Finance and Financial Management Services
EXCUTIVE CHEF * Tritol Culinary Academy
BACHELOR, BUSINESS ADMINISTRATION
Universidad Católica Andrés Bello 1986 — 1992
Business, Finances and Business
San Ignacio de Loyola 1973 — 1986
Bachelor of Science (B.S.)
David Boneparth David Boneparth's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Senior Manager Technology Delivery at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Gator Consulting LLC January 1996 - Present
Ameriprise Financial Services, Inc. January 2013 - August 2014
Ameriprise Financial Services, Inc. June 2012 - December 2012
Ameriprise Financial Services, Inc. January 2011 - May 2012
University of Florida August 2004 - December 2010
Skills
Risk Management, Business Analysis, Finance, Consulting, Customer Service, Process Engineering, Human Resources, Market Planning, Curriculum Development, Financial Analysis, Financial Modeling, Process Improvement, Business Development, Entrepreneurship, Business Strategy, Leadership, Budgets, Business Planning
Education
University of Florida MBA programs (UF MBA) 2008 — 2009
MBA, Global Business
University of Florida - Warrington College of Business Administration 2001 — 2005
Bachelor's Degree, Business Administration, Minor Ag. Comm.
Ameriprise Financial Services, Inc. August 2014 - Present
Gator Consulting LLC January 1996 - Present
Ameriprise Financial Services, Inc. January 2013 - August 2014
Ameriprise Financial Services, Inc. June 2012 - December 2012
Ameriprise Financial Services, Inc. January 2011 - May 2012
University of Florida August 2004 - December 2010
Skills
Risk Management, Business Analysis, Finance, Consulting, Customer Service, Process Engineering, Human Resources, Market Planning, Curriculum Development, Financial Analysis, Financial Modeling, Process Improvement, Business Development, Entrepreneurship, Business Strategy, Leadership, Budgets, Business Planning
Education
University of Florida MBA programs (UF MBA) 2008 — 2009
MBA, Global Business
University of Florida - Warrington College of Business Administration 2001 — 2005
Bachelor's Degree, Business Administration, Minor Ag. Comm.
Jeremy Merritt's Ameriprise Financial Services, Inc. Experience September 2005 - September 2006
Job Father of Twins, CRPC®
Industry Financial Services
Experience
Northwestern Mutual December 2009 - May 2010
D.W. Teal & Associates, Ameriprise Financial Services, Inc. September 2006 - September 2009
Ameriprise Financial Services, Inc. September 2005 - September 2006
Education
University at Albany, SUNY 1997 — 2004
English, Physics, Computer Science
Northwestern Mutual December 2009 - May 2010
D.W. Teal & Associates, Ameriprise Financial Services, Inc. September 2006 - September 2009
Ameriprise Financial Services, Inc. September 2005 - September 2006
Education
University at Albany, SUNY 1997 — 2004
English, Physics, Computer Science
Elizabeth Jayes's Ameriprise Financial Services, Inc. Experience September 2010 - April 2011
Job Currently seeking a salaried financial services/client relationship management position.
Industry Financial Services
Experience
Buckhead Wealth Management 2011 - 2012
Ameriprise Financial Services, Inc. September 2010 - April 2011
Raymond James Financial Inc. January 2008 - April 2009
Smith Barney September 1999 - December 2008
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Financial Analysis, Strategic Financial..., Securities, Asset Management, Equities, Series 63, Mutual Funds, Fixed Income, Financial Modeling, Finance, Investment Strategies
Education
Tulane University
B.A., English, Economics
Buckhead Wealth Management 2011 - 2012
Ameriprise Financial Services, Inc. September 2010 - April 2011
Raymond James Financial Inc. January 2008 - April 2009
Smith Barney September 1999 - December 2008
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Financial Analysis, Strategic Financial..., Securities, Asset Management, Equities, Series 63, Mutual Funds, Fixed Income, Financial Modeling, Finance, Investment Strategies
Education
Tulane University
B.A., English, Economics
Mary Cordier's Ameriprise Financial Services, Inc. Experience September 2014 - April 2015
Job Federal Tax Intern at GE
Industry
Experience
GE June 2015 - Present
Joan Nicole Prince Home September 2013 - Present
Union College September 2012 - Present
Ameriprise Financial Services, Inc. September 2014 - April 2015
Skills
Microsoft Excel, Sales, Project Management, Fundraising, Statistical Data..., PowerPoint, Financial Statement..., Community Outreach, Event Planning, Critical Thinking
Education
Union College 2012 — 2016
Bachelor's degree, Managerial Economics, Neuroscience, Senior
Orchard Park High School 2008 — 2012
Advanced Regents Diploma with Honors
GE June 2015 - Present
Joan Nicole Prince Home September 2013 - Present
Union College September 2012 - Present
Ameriprise Financial Services, Inc. September 2014 - April 2015
Skills
Microsoft Excel, Sales, Project Management, Fundraising, Statistical Data..., PowerPoint, Financial Statement..., Community Outreach, Event Planning, Critical Thinking
Education
Union College 2012 — 2016
Bachelor's degree, Managerial Economics, Neuroscience, Senior
Orchard Park High School 2008 — 2012
Advanced Regents Diploma with Honors
Leeor Shimon Leeor Shimon's Ameriprise Financial Services, Inc. Experience September 2012 - January 2013
Job Mutual Funds Reconciliation Analyst at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 2014 - Present
The Melting Pot Restaurants January 2012 - Present
Communications Electronics Inc. September 2013 - May 2014
Ameriprise Financial Services, Inc. September 2012 - January 2013
Millers Delicatessen January 2009 - January 2013
Curiosityville June 2012 - August 2012
Skills
Interpersonal Skill, Always Willing to Learn, Dependent, Multi Tasking, Organizational..., Time Management, Reliability, Dedication to..., Customer Service, Positive Behavior..., Catering, Research, Salesforce.com, Marketing, Facebook, Blogging, Leadership, Social Media
Education
Towson University 2009 — 2014
Bachelor of Business Administration (BBA), Business Administration, Management and e-Business
Morgan Stanley August 2014 - Present
The Melting Pot Restaurants January 2012 - Present
Communications Electronics Inc. September 2013 - May 2014
Ameriprise Financial Services, Inc. September 2012 - January 2013
Millers Delicatessen January 2009 - January 2013
Curiosityville June 2012 - August 2012
Skills
Interpersonal Skill, Always Willing to Learn, Dependent, Multi Tasking, Organizational..., Time Management, Reliability, Dedication to..., Customer Service, Positive Behavior..., Catering, Research, Salesforce.com, Marketing, Facebook, Blogging, Leadership, Social Media
Education
Towson University 2009 — 2014
Bachelor of Business Administration (BBA), Business Administration, Management and e-Business
J. Mac Daly's Ameriprise Financial Services, Inc. Experience July 2014 - December 2014
Job Student at Trinity College Hartford
Industry Real Estate
Experience
UBS Wealth Management January 2015 - April 2015
Ameriprise Financial Services, Inc. July 2014 - December 2014
JLL May 2014 - August 2014
Hartford's Camp Courant June 2013 - August 2013
Office of the Connecticut State Treasurer May 2012 - August 2012
C+M Screw Machine June 2009 - January 2012
Skills
History, Research, Higher Education, Public Speaking, Editing, PowerPoint, Community Outreach, Facebook, Tutoring, Teaching, Social Media, Writing
Education
Trinity College-Hartford 2011 — 2015
Bachelor's degree, History
Avon Old Farms 2007 — 2011
History
UBS Wealth Management January 2015 - April 2015
Ameriprise Financial Services, Inc. July 2014 - December 2014
JLL May 2014 - August 2014
Hartford's Camp Courant June 2013 - August 2013
Office of the Connecticut State Treasurer May 2012 - August 2012
C+M Screw Machine June 2009 - January 2012
Skills
History, Research, Higher Education, Public Speaking, Editing, PowerPoint, Community Outreach, Facebook, Tutoring, Teaching, Social Media, Writing
Education
Trinity College-Hartford 2011 — 2015
Bachelor's degree, History
Avon Old Farms 2007 — 2011
History
Kareem George Kareem George's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Private Wealth Management/Record Production
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
The Brewery Recording Studio June 2009 - Present
Advisors Ahead January 2014 - August 2014
Puma September 2013 - December 2013
Ameriprise Financial Services, Inc. June 2008 - June 2010
Skills
Teamwork, Microsoft Word
Education
University of Connecticut 2005 — 2009
Bachelor of Science (BS), Economics
Universidad Pablo de Olavide 2008 — 2008
International Business
Ameriprise Financial Services, Inc. October 2014 - Present
The Brewery Recording Studio June 2009 - Present
Advisors Ahead January 2014 - August 2014
Puma September 2013 - December 2013
Ameriprise Financial Services, Inc. June 2008 - June 2010
Skills
Teamwork, Microsoft Word
Education
University of Connecticut 2005 — 2009
Bachelor of Science (BS), Economics
Universidad Pablo de Olavide 2008 — 2008
International Business
Gary R. Neigeborn, CRPC(R) Gary R. Neigeborn, CRPC(R)'s Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Financial Advisor/Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
Janney Montgomery Scott September 2006 - October 2013
Wachovia Securities July 2004 - September 2006
Prudential Securities November 1997 - July 2004
Education
University at Albany, SUNY 1991 — 1996
Bachelor of Arts, American History
Ameriprise Financial Services, Inc. November 2013 - Present
Janney Montgomery Scott September 2006 - October 2013
Wachovia Securities July 2004 - September 2006
Prudential Securities November 1997 - July 2004
Education
University at Albany, SUNY 1991 — 1996
Bachelor of Arts, American History
Katie Kreidberg Katie Kreidberg's Ameriprise Financial Services, Inc. Experience March 2014 - July 2014
Job Financial Planning Assistant
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. March 2014 - July 2014
Spyder Trap November 2012 - March 2014
Edward Jones May 2006 - August 2011
Papyrus 2004 - 2006
Skills
Administrative..., Event Planning, Travel Arrangements, Appointment Scheduling, Outlook, Deposits, PowerPoint, Social Media, Facebook, Cash Handling Experience, Adobe Acrobat, Microsoft Office, Travel Planning, Administrative..., Customer Service, Fax, Process Scheduler, Social Media Marketing, Social Networking
Education
Truckee Meadows Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Culinary Arts/Chef Training
Truckee Meadows Community College 2009 — 2012
Associate of Science (AS), Culinary Arts/Chef Training
Ameriprise Financial Services, Inc. March 2014 - July 2014
Spyder Trap November 2012 - March 2014
Edward Jones May 2006 - August 2011
Papyrus 2004 - 2006
Skills
Administrative..., Event Planning, Travel Arrangements, Appointment Scheduling, Outlook, Deposits, PowerPoint, Social Media, Facebook, Cash Handling Experience, Adobe Acrobat, Microsoft Office, Travel Planning, Administrative..., Customer Service, Fax, Process Scheduler, Social Media Marketing, Social Networking
Education
Truckee Meadows Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Culinary Arts/Chef Training
Truckee Meadows Community College 2009 — 2012
Associate of Science (AS), Culinary Arts/Chef Training
Eric Szczurowski, CFP®, RFC®, CAS®, CFS® Eric Szczurowski, CFP®, RFC®, CAS®, CFS®'s Ameriprise Financial Services, Inc. Experience January 2003 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2003 - Present
Education
State University of New York at Albany
Ameriprise Financial Services, Inc. January 2003 - Present
Education
State University of New York at Albany
Lee Bollhorst Lee Bollhorst's Ameriprise Financial Services, Inc. Experience June 2009 - Present
Job Financial Advisor at Amerprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
Merrill Lynch February 1999 - June 2009
Education
Towson University
Bachelors, Economics
Ameriprise Financial Services, Inc. June 2009 - Present
Merrill Lynch February 1999 - June 2009
Education
Towson University
Bachelors, Economics
Kevin Callaghan's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Manager Technology Communications at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Regis Corporation September 2013 - October 2014
Regis Corporation June 2012 - September 2013
Regis Corporation June 2011 - May 2012
Junta de Andalucía September 2010 - May 2011
MN Association of Charter Schools February 2010 - August 2010
Caffeine Communications May 2009 - January 2010
The Cary Company May 2005 - May 2009
Education
Universidad de Sevilla
University of Wisconsin-La Crosse
B. A., Double Major - Communication Studies & Spanish
Ameriprise Financial Services, Inc. October 2014 - Present
Regis Corporation September 2013 - October 2014
Regis Corporation June 2012 - September 2013
Regis Corporation June 2011 - May 2012
Junta de Andalucía September 2010 - May 2011
MN Association of Charter Schools February 2010 - August 2010
Caffeine Communications May 2009 - January 2010
The Cary Company May 2005 - May 2009
Education
Universidad de Sevilla
University of Wisconsin-La Crosse
B. A., Double Major - Communication Studies & Spanish
Gary Schaap, CRPC® Gary Schaap, CRPC®'s Ameriprise Financial Services, Inc. Experience 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2006 - Present
Ameriprise Financial Services, Inc. September 1998 - Present
US Air Force June 1993 - August 1997
Education
United States Naval Academy 1987 — 1991
Ameriprise Financial Services, Inc. 2006 - Present
Ameriprise Financial Services, Inc. September 1998 - Present
US Air Force June 1993 - August 1997
Education
United States Naval Academy 1987 — 1991
Asta Muldoon, CFP®, MS Asta Muldoon, CFP®, MS's Ameriprise Financial Services, Inc. Experience 1999 - 2015
Job Financial Advisor, Muldoon, Borges & Beauregard, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1999 - 2015
Education
Certified Financial Planner - Board of Standards, Inc. 2001 — 2002
CFP®, Financial Planing
Université Panthéon Assas (Paris II) 1998 — 1999
Master's Degree, Finance and Banking
Vytautas Magnus University 1994 — 1998
BS, Management
Ameriprise Financial Services, Inc. 1999 - 2015
Education
Certified Financial Planner - Board of Standards, Inc. 2001 — 2002
CFP®, Financial Planing
Université Panthéon Assas (Paris II) 1998 — 1999
Master's Degree, Finance and Banking
Vytautas Magnus University 1994 — 1998
BS, Management
Elizabeth Dwelley Elizabeth Dwelley's Ameriprise Financial Services, Inc. Experience October 2012 - November 2013
Job Escrow Assistant
Industry Real Estate
Experience
Chicago Title November 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - November 2013
Beach Break at the Harbor January 2012 - October 2012
Advanced Diabetes Supply July 2010 - January 2012
Chicago Title January 2008 - July 2010
Private June 2007 - September 2007
Private December 2005 - June 2006
Austriano December 2005 - June 2006
Skills
Account Management, Cold Calling, Sales, Customer Service, Microsoft Office, Microsoft Excel, New Business Development, Sales Management, Event Planning, Marketing Strategy, Outlook, Sales Presentations
Education
University of Oregon 2003 — 2007
BA, Spanish with emphasis in International Relations
Universidad de Oviedo 2005 — 2006
Spanish
Chicago Title November 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - November 2013
Beach Break at the Harbor January 2012 - October 2012
Advanced Diabetes Supply July 2010 - January 2012
Chicago Title January 2008 - July 2010
Private June 2007 - September 2007
Private December 2005 - June 2006
Austriano December 2005 - June 2006
Skills
Account Management, Cold Calling, Sales, Customer Service, Microsoft Office, Microsoft Excel, New Business Development, Sales Management, Event Planning, Marketing Strategy, Outlook, Sales Presentations
Education
University of Oregon 2003 — 2007
BA, Spanish with emphasis in International Relations
Universidad de Oviedo 2005 — 2006
Spanish
Kade Stuart's Ameriprise Financial Services, Inc. Experience November 2007 - March 2008
Job Owner of Deen + Gray Scarves and Accessories
Industry Luxury Goods & Jewelry
Experience
Deen + Gray January 2010 - Present
Beauty 360 December 2009 - Present
Kade B. Stuart Beauty September 2008 - Present
Heaven Day Spa November 2008 - July 2009
Ameriprise Financial Services, Inc. November 2007 - March 2008
Education
San Francisco Institute of Esthetics and Cosmetology 2008 — 2008
Certifiaction: 600 hour Esthetics program, Esthetics
Tuskegee University 2002 — 2007
B.S., Management Science
Deen + Gray January 2010 - Present
Beauty 360 December 2009 - Present
Kade B. Stuart Beauty September 2008 - Present
Heaven Day Spa November 2008 - July 2009
Ameriprise Financial Services, Inc. November 2007 - March 2008
Education
San Francisco Institute of Esthetics and Cosmetology 2008 — 2008
Certifiaction: 600 hour Esthetics program, Esthetics
Tuskegee University 2002 — 2007
B.S., Management Science
Asseret Frausto's Ameriprise Financial Services, Inc. Experience April 2013 - June 2013
Job Systems Market Development Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle August 2015 - Present
UCLA School of Law January 2012 - June 2015
Ameson Education and Cultural Exchange Foundation June 2014 - August 2014
Student Alumni Association September 2012 - June 2014
Ruiz Family June 2013 - September 2013
Ameriprise Financial Services, Inc. April 2013 - June 2013
USAC Financial Supports Commission September 2012 - June 2013
Law Offices of Bruno Flores April 2011 - September 2012
Skills
Spanish, Event Planning, Customer Service, Microsoft Office, PowerPoint, Public Speaking, Facebook, Social Media, Microsoft Excel, Microsoft Word, Teamwork, Sales, Research, Data Analysis, Leadership, Statistics, Nonprofits, Leadership Development, Hardware Architecture, Teaching, Technical Support, IT Hardware Support
Education
UCLA 2011 — 2015
Bachelor's Degree, Political Science with International Relations, Spanish Minor, Junior
Universidad Carlos III de Madrid 2013 — 2014
Hispanic studies
Oracle August 2015 - Present
UCLA School of Law January 2012 - June 2015
Ameson Education and Cultural Exchange Foundation June 2014 - August 2014
Student Alumni Association September 2012 - June 2014
Ruiz Family June 2013 - September 2013
Ameriprise Financial Services, Inc. April 2013 - June 2013
USAC Financial Supports Commission September 2012 - June 2013
Law Offices of Bruno Flores April 2011 - September 2012
Skills
Spanish, Event Planning, Customer Service, Microsoft Office, PowerPoint, Public Speaking, Facebook, Social Media, Microsoft Excel, Microsoft Word, Teamwork, Sales, Research, Data Analysis, Leadership, Statistics, Nonprofits, Leadership Development, Hardware Architecture, Teaching, Technical Support, IT Hardware Support
Education
UCLA 2011 — 2015
Bachelor's Degree, Political Science with International Relations, Spanish Minor, Junior
Universidad Carlos III de Madrid 2013 — 2014
Hispanic studies
Debora Mattoso's Ameriprise Financial Services, Inc. Experience November 2008 - January 2013
Job
Industry Executive Office
Experience
(Bank) June 2015 - Present
Bradley Images May 2014 - Present
Prometric July 2014 - June 2015
Ameriprise Financial Services, Inc. November 2008 - January 2013
Ameriprise Financial Services, Inc. June 2005 - November 2008
Skills
Leadership, Project Management, Business Analysis, Salesforce, Customer Service, Cross-functional Team..., Operations Management, Deadline Oriented, Business Planning, Bilingual, Proactivity, Event Planning, Photography, Photoshop, Editing, Lightroom
Education
University of California, Berkeley 2013 — 2014
Principles of Written English
Sam D'Amico Photography 2014 — 2014
Universidade Estácio de Sá 2001 — 2004
Bachelor of Arts (B.A.)
(Bank) June 2015 - Present
Bradley Images May 2014 - Present
Prometric July 2014 - June 2015
Ameriprise Financial Services, Inc. November 2008 - January 2013
Ameriprise Financial Services, Inc. June 2005 - November 2008
Skills
Leadership, Project Management, Business Analysis, Salesforce, Customer Service, Cross-functional Team..., Operations Management, Deadline Oriented, Business Planning, Bilingual, Proactivity, Event Planning, Photography, Photoshop, Editing, Lightroom
Education
University of California, Berkeley 2013 — 2014
Principles of Written English
Sam D'Amico Photography 2014 — 2014
Universidade Estácio de Sá 2001 — 2004
Bachelor of Arts (B.A.)
Lauren Stoneberg Lauren Stoneberg's Ameriprise Financial Services, Inc. Experience 2009 - 2009
Job Senior Marketing Consultant at Verizon
Industry Telecommunications
Experience
Verizon August 2015 - Present
Hearst June 2014 - August 2014
Ameriprise Financial February 2012 - July 2013
Ameriprise Financial July 2010 - February 2012
Ameriprise Financial Services, Inc. 2009 - 2009
Skills
Interactive Marketing, Marketing, Marketing Strategy, Strategic Communications, Marketing Communications, Management, Strategy, Customer Acquisition, Training, SEO, Digital Strategy, Email Marketing, Digital Marketing, Strategic Planning, Integrated Marketing, Analysis, Social Media, PowerPoint, Microsoft Office, Data Analysis, Market Research, Leadership
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Specializations in Strategy, Finance, and General Management
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor of Science in Business (BSB), Marketing
Università Commerciale 'Luigi Bocconi'
Verizon August 2015 - Present
Hearst June 2014 - August 2014
Ameriprise Financial February 2012 - July 2013
Ameriprise Financial July 2010 - February 2012
Ameriprise Financial Services, Inc. 2009 - 2009
Skills
Interactive Marketing, Marketing, Marketing Strategy, Strategic Communications, Marketing Communications, Management, Strategy, Customer Acquisition, Training, SEO, Digital Strategy, Email Marketing, Digital Marketing, Strategic Planning, Integrated Marketing, Analysis, Social Media, PowerPoint, Microsoft Office, Data Analysis, Market Research, Leadership
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Specializations in Strategy, Finance, and General Management
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor of Science in Business (BSB), Marketing
Università Commerciale 'Luigi Bocconi'
Edgar Rosas Edgar Rosas's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Lampert Capital Markets January 2013 - June 2013
HFP Capital Markets LLC 2012 - 2012
Skills
Series 7, Series 63, Wealth Management, Equities, Financial Analysis, 401k, Mutual Funds, ETFs
Education
SUNY Albany 2008 — 2012
Bachelor of Arts (B.A.), Economics
Merrill Lynch July 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Lampert Capital Markets January 2013 - June 2013
HFP Capital Markets LLC 2012 - 2012
Skills
Series 7, Series 63, Wealth Management, Equities, Financial Analysis, 401k, Mutual Funds, ETFs
Education
SUNY Albany 2008 — 2012
Bachelor of Arts (B.A.), Economics
Kyle Kalanta's Ameriprise Financial Services, Inc. Experience January 2014 - August 2014
Job Student at Union Graduate College
Industry Hospital & Health Care
Experience
GE May 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - August 2014
Rick's Plumbing Service June 2013 - August 2013
Rick's Plumbing Service June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, Public Speaking, HTML, English, Matlab, Windows, Team Leadership, Data Analysis, Editing, Social Networking, Time Management, Management, Facebook, Leadership
Education
Union Graduate College 2015 — 2016
Master of Business Administration (M.B.A.), Healthcare Management
Union College 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics
GE May 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - August 2014
Rick's Plumbing Service June 2013 - August 2013
Rick's Plumbing Service June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, Public Speaking, HTML, English, Matlab, Windows, Team Leadership, Data Analysis, Editing, Social Networking, Time Management, Management, Facebook, Leadership
Education
Union Graduate College 2015 — 2016
Master of Business Administration (M.B.A.), Healthcare Management
Union College 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics
Deborah A. Nitzschke, CFP®, CLTC Deborah A. Nitzschke, CFP®, CLTC's Ameriprise Financial Services, Inc. Experience November 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial November 1995 - Present
Ameriprise Financial Services, Inc. November 1995 - Present
Education
University at Albany, SUNY 1987 — 1991
Masters, Public Administration and Management
Ameriprise Financial November 1995 - Present
Ameriprise Financial Services, Inc. November 1995 - Present
Education
University at Albany, SUNY 1987 — 1991
Masters, Public Administration and Management
Mark Alan Uhron,CRPC® Mark Alan Uhron,CRPC®'s Ameriprise Financial Services, Inc. Experience December 1996 - Present
Job KIM, UHRON AND ASSOCIATES, a Private Wealth Advisor practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1996 - Present
US Navy June 1976 - July 1996
Education
United States Naval War College 1990 — 1991
Master of Arts (MA), National Security Policy Studies
United States Naval Academy 1972 — 1976
Bachelor of Science (BS), Political Science and Government
Ameriprise Financial Services, Inc. December 1996 - Present
US Navy June 1976 - July 1996
Education
United States Naval War College 1990 — 1991
Master of Arts (MA), National Security Policy Studies
United States Naval Academy 1972 — 1976
Bachelor of Science (BS), Political Science and Government
Heather Lyhne Heather Lyhne's Ameriprise Financial Services, Inc. Experience January 2012 - May 2012
Job Actuarial Associate at OneBeacon Professional Insurance
Industry Insurance
Experience
OneBeacon Professional Insurance December 2014 - Present
OneBeacon Professional Insurance August 2013 - December 2014
OneBeacon Professional Insurance June 2012 - August 2012
Ameriprise Financial Services, Inc. January 2012 - May 2012
Skills
Finance, Economics, Statistics, Investments, Analysis, Risk Management, Insurance, Microsoft Excel, Actuarial Science, Financial Analysis, Reinsurance, Microsoft Word
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science (BS), Mathematics, 3.24
Wethersfield High School 2005 — 2009
OneBeacon Professional Insurance December 2014 - Present
OneBeacon Professional Insurance August 2013 - December 2014
OneBeacon Professional Insurance June 2012 - August 2012
Ameriprise Financial Services, Inc. January 2012 - May 2012
Skills
Finance, Economics, Statistics, Investments, Analysis, Risk Management, Insurance, Microsoft Excel, Actuarial Science, Financial Analysis, Reinsurance, Microsoft Word
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science (BS), Mathematics, 3.24
Wethersfield High School 2005 — 2009
Amanda Monteforte's Ameriprise Financial Services, Inc. Experience January 2015 - March 2015
Job Corporate Treasury Intern at Eastern Bank
Industry Financial Services
Experience
Eastern Bank June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - March 2015
Union College June 2014 - August 2014
Ame & Lulu November 2013 - December 2013
Kane's Flower World June 2013 - August 2013
Skills
Public Speaking, Data Analysis, Marketing, Microsoft Excel, Editing, Microsoft Word, Microsoft Office, Event Planning, Financial Analysis, Research, Finance, PowerPoint
Education
Union College 2012 — 2016
Bachelor's Degree, Business/Managerial Economics
Pingree School 2010 — 2012
High School
Eastern Bank June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - March 2015
Union College June 2014 - August 2014
Ame & Lulu November 2013 - December 2013
Kane's Flower World June 2013 - August 2013
Skills
Public Speaking, Data Analysis, Marketing, Microsoft Excel, Editing, Microsoft Word, Microsoft Office, Event Planning, Financial Analysis, Research, Finance, PowerPoint
Education
Union College 2012 — 2016
Bachelor's Degree, Business/Managerial Economics
Pingree School 2010 — 2012
High School
Cameron West, CRPC's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
US Army August 2013 - March 2014
US Army April 2013 - August 2013
US Army July 2012 - April 2013
Education
United States Military Academy at West Point 2005 — 2009
Bachelor of Science (BS), American Government and Politics (United States)
Ameriprise Financial Services, Inc. April 2014 - Present
US Army August 2013 - March 2014
US Army April 2013 - August 2013
US Army July 2012 - April 2013
Education
United States Military Academy at West Point 2005 — 2009
Bachelor of Science (BS), American Government and Politics (United States)
Charles Simmons's Ameriprise Financial Services, Inc. Experience June 1991 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1991 - Present
Education
Tulane University 1987 — 1991
Bachelor of Applied Science (BASc), Industrial & Organizational Psychology
Ameriprise Financial Services, Inc. June 1991 - Present
Education
Tulane University 1987 — 1991
Bachelor of Applied Science (BASc), Industrial & Organizational Psychology
Twila Star Twila Star's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Customer Service Professional at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Green Tree Servicing May 2013 - January 2015
Ovations May 2012 - October 2012
UnitedHealth Group May 2007 - March 2012
Skills
Medicare, Insurance, Medicaid, Managed Care, Customer Service, Access, Healthcare, Customer Relations, Contract Negotiation, Claims, Administration, Claim
Education
Trident Technical College
Associate's Degree, Computer Science
Ameriprise Financial Services, Inc. January 2015 - Present
Green Tree Servicing May 2013 - January 2015
Ovations May 2012 - October 2012
UnitedHealth Group May 2007 - March 2012
Skills
Medicare, Insurance, Medicaid, Managed Care, Customer Service, Access, Healthcare, Customer Relations, Contract Negotiation, Claims, Administration, Claim
Education
Trident Technical College
Associate's Degree, Computer Science
Aditya Wresniyandaka's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Systems Engineer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
General Dynamics Information Technology May 2010 - May 2013
Northrop-Grumman IT October 2005 - May 2010
Keane Inc. August 1999 - October 2005
The University of Arizona August 1998 - August 1999
IBM September 1990 - December 1997
Skills
Integration, Solaris, WebSphere Application..., Linux, IT Service Management, Security, Enterprise Architecture, System Administration, SDLC, Business Analysis, Middleware, IT Management, LDAP, ITIL, Requirements Analysis, Windows, Unix, Architecture, Web Applications, jQuery, SOA, Service-Now, Architectures, WebSphere, ServiceNow, Process Flow..., Data Flow, HTML 5, Mobile Applications, JDBC, ColdFusion, Enterprise Service Bus, Web Services, Software Development, JavaScript, Lotus Domino, Flexera FNMS
Education
University of California, Los Angeles 2013 — 2017
Information Technology Management Certificate, Information Technology Management, IT Management Certificate
UC Irvine, Extension 2012 — 2016
Business Analysis
University of Arizona 1998 — 1999
Master of Science, Management Information Systems
1984 — 1990
BS, Chemical Engineering
Ameriprise Financial Services, Inc. May 2013 - Present
General Dynamics Information Technology May 2010 - May 2013
Northrop-Grumman IT October 2005 - May 2010
Keane Inc. August 1999 - October 2005
The University of Arizona August 1998 - August 1999
IBM September 1990 - December 1997
Skills
Integration, Solaris, WebSphere Application..., Linux, IT Service Management, Security, Enterprise Architecture, System Administration, SDLC, Business Analysis, Middleware, IT Management, LDAP, ITIL, Requirements Analysis, Windows, Unix, Architecture, Web Applications, jQuery, SOA, Service-Now, Architectures, WebSphere, ServiceNow, Process Flow..., Data Flow, HTML 5, Mobile Applications, JDBC, ColdFusion, Enterprise Service Bus, Web Services, Software Development, JavaScript, Lotus Domino, Flexera FNMS
Education
University of California, Los Angeles 2013 — 2017
Information Technology Management Certificate, Information Technology Management, IT Management Certificate
UC Irvine, Extension 2012 — 2016
Business Analysis
University of Arizona 1998 — 1999
Master of Science, Management Information Systems
1984 — 1990
BS, Chemical Engineering
Richard Hagopian, CMFC Richard Hagopian, CMFC's Ameriprise Financial Services, Inc. Experience January 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2003 - Present
Education
Trinity College-Hartford 1995 — 1999
Bachelor's, Economics
Ameriprise Financial Services, Inc. January 2003 - Present
Education
Trinity College-Hartford 1995 — 1999
Bachelor's, Economics
Richard Tennant Richard Tennant's Ameriprise Financial Services, Inc. Experience August 1989 - April 2014
Job
Industry
Experience
Schuyler Tax Services LLC April 1989 - Present
Ameriprise Financial Services, Inc. August 1989 - April 2014
Education
Università per Stranieri di Perugia 1973 — 1975
Eton College, England 1968 — 1972
Schuyler Tax Services LLC April 1989 - Present
Ameriprise Financial Services, Inc. August 1989 - April 2014
Education
Università per Stranieri di Perugia 1973 — 1975
Eton College, England 1968 — 1972
Joe Princiotta Joe Princiotta's Ameriprise Financial Services, Inc. Experience August 2014 - November 2014
Job Associate Financial Analyst at 360i
Industry Financial Services
Experience
360i August 2015 - Present
IgnitionOne March 2015 - May 2015
Ameriprise Financial Services, Inc. August 2014 - November 2014
Morgan Stanley August 2013 - March 2014
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, QuickBooks, Financial Reporting, Customer Service, Research, Social Media Marketing
Education
Towson University 2010 — 2014
Double Major in Economics and Political Science
John Glenn High School 2006 — 2010
360i August 2015 - Present
IgnitionOne March 2015 - May 2015
Ameriprise Financial Services, Inc. August 2014 - November 2014
Morgan Stanley August 2013 - March 2014
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, QuickBooks, Financial Reporting, Customer Service, Research, Social Media Marketing
Education
Towson University 2010 — 2014
Double Major in Economics and Political Science
John Glenn High School 2006 — 2010
Samantha Holthusen Samantha Holthusen's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Business System Analyst at Ameriprise Financial Services, Inc.
Industry Public Relations and Communications
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - April 2015
American Red Cross June 2013 - August 2013
Target March 2007 - June 2013
Starbucks September 2011 - February 2013
Visit Winona 2012 - 2013
Skills
Microsoft Excel, Salesforce.com, Outlook, PowerPoint, Digital Marketing, Social Media Marketing, InDesign, Event Management, Photoshop, Media Planning, Marketing, Illustrator
Education
Winona State University 2009 — 2013
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Universidad de Granada
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - April 2015
American Red Cross June 2013 - August 2013
Target March 2007 - June 2013
Starbucks September 2011 - February 2013
Visit Winona 2012 - 2013
Skills
Microsoft Excel, Salesforce.com, Outlook, PowerPoint, Digital Marketing, Social Media Marketing, InDesign, Event Management, Photoshop, Media Planning, Marketing, Illustrator
Education
Winona State University 2009 — 2013
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Universidad de Granada
Jonathan Washburn's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Summer Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Phi Gamma Delta November 2014 - Present
DLG Wealth Management Llc March 2015 - June 2015
Urban Initiatives Group Llc 2014 - 2015
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Teamwork, Leadership, Economics, Finance, Research, Data Analysis
Education
Union College 2012 — 2016
Bachelor of Arts (B.A.), Managerial Economics
Ameriprise Financial Services, Inc. June 2015 - Present
Phi Gamma Delta November 2014 - Present
DLG Wealth Management Llc March 2015 - June 2015
Urban Initiatives Group Llc 2014 - 2015
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Teamwork, Leadership, Economics, Finance, Research, Data Analysis
Education
Union College 2012 — 2016
Bachelor of Arts (B.A.), Managerial Economics
Luke Lindstrom Luke Lindstrom's Ameriprise Financial Services, Inc. Experience June 2011 - November 2013
Job Internal Control at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray November 2013 - Present
Minneapolis Public Schools November 2012 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2013
Uline Shipping Supplies December 2007 - January 2011
Delta Sigma Pi January 2010 - May 2010
Delta Sigma Pi January 2010 - May 2010
Noodles & Company April 2006 - August 2007
Skills
Microsoft Excel, Expense Management, Customer Service, Inventory Management, Expense Reports, PowerPoint, Expense Budget..., Word, Access, Building Relationships, Communication, Financial Reporting
Education
University of Wisconsin-La Crosse 2007 — 2011
Bachelor of Science, General Management and Technology
Universidad de Granada 2010 — 2010
Spanish
Piper Jaffray November 2013 - Present
Minneapolis Public Schools November 2012 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2013
Uline Shipping Supplies December 2007 - January 2011
Delta Sigma Pi January 2010 - May 2010
Delta Sigma Pi January 2010 - May 2010
Noodles & Company April 2006 - August 2007
Skills
Microsoft Excel, Expense Management, Customer Service, Inventory Management, Expense Reports, PowerPoint, Expense Budget..., Word, Access, Building Relationships, Communication, Financial Reporting
Education
University of Wisconsin-La Crosse 2007 — 2011
Bachelor of Science, General Management and Technology
Universidad de Granada 2010 — 2010
Spanish
Merle Thomas Merle Thomas's Ameriprise Financial Services, Inc. Experience 2012 - 2013
Job Realtor
Industry Real Estate
Experience
Keller Williams Realty, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Summit Nursing Services Inc May 2012 - October 2012
Skills
Human Resources, Management, Marketing, Administration, Microsoft Excel, Policy, Financial Planning, Microsoft Office, Time Management, Social Media, Client Education, Client Services
Education
Universidad Católica Andrés Bello 1987 — 1992
Bachelor's Degree, Mass Communication/Media Studies
Universidad Católica Andrés Bello 1987 — 1992
BA Mass Communications, Audiovisual
Keller Williams Realty, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Summit Nursing Services Inc May 2012 - October 2012
Skills
Human Resources, Management, Marketing, Administration, Microsoft Excel, Policy, Financial Planning, Microsoft Office, Time Management, Social Media, Client Education, Client Services
Education
Universidad Católica Andrés Bello 1987 — 1992
Bachelor's Degree, Mass Communication/Media Studies
Universidad Católica Andrés Bello 1987 — 1992
BA Mass Communications, Audiovisual
Mark Grossmann, CFP®'s Ameriprise Financial Services, Inc. Experience August 2000 - Present
Job Financial Advisor and franchise owner at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2000 - Present
Education
Tulane University - A.B. Freeman School of Business
BSM, Finance
Ameriprise Financial Services, Inc. August 2000 - Present
Education
Tulane University - A.B. Freeman School of Business
BSM, Finance
Marielle Gonzales Marielle Gonzales's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job University at Albany, State University of New York
Industry
Experience
University at Albany August 2014 - Present
University at Albany August 2014 - Present
GE Power & Water June 2015 - August 2015
GE Capital August 2014 - December 2014
Ameriprise Financial Services, Inc. June 2014 - August 2014
Skills
Analysis, CRM, Microsoft Office, Research, Social Networking, Public Speaking, Teamwork, Leadership, Customer Service, Management, Microsoft Excel
Education
State University of New York at Albany 2012 — 2016
Accounting and Information Technology Management
University at Albany August 2014 - Present
University at Albany August 2014 - Present
GE Power & Water June 2015 - August 2015
GE Capital August 2014 - December 2014
Ameriprise Financial Services, Inc. June 2014 - August 2014
Skills
Analysis, CRM, Microsoft Office, Research, Social Networking, Public Speaking, Teamwork, Leadership, Customer Service, Management, Microsoft Excel
Education
State University of New York at Albany 2012 — 2016
Accounting and Information Technology Management
Kevin McAlpine, PHR Kevin McAlpine, PHR's Ameriprise Financial Services, Inc. Experience January 2012 - May 2012
Job Talent Acquisition Specialist at Navigant
Industry Management Consulting
Experience
Navigant March 2014 - Present
CNA Insurance September 2013 - March 2014
Northern Trust May 2012 - August 2013
Ameriprise Financial Services, Inc. January 2012 - May 2012
PricewaterhouseCoopers LLP June 2009 - August 2009
Skills
Human Resources, Talent Management, Microsoft Office, Talent Acquisition, Management, Social Media Marketing
Education
The University of Illinois at Urbana-Champaign - College of Business 2008 — 2011
Bachelor of Science, Business Administration, Marketing
Università Commerciale 'Luigi Bocconi' / Bocconi University 2010 — 2010
Business Administration, Marketing
Proviso West High School 2005 — 2008
General Studies
Navigant March 2014 - Present
CNA Insurance September 2013 - March 2014
Northern Trust May 2012 - August 2013
Ameriprise Financial Services, Inc. January 2012 - May 2012
PricewaterhouseCoopers LLP June 2009 - August 2009
Skills
Human Resources, Talent Management, Microsoft Office, Talent Acquisition, Management, Social Media Marketing
Education
The University of Illinois at Urbana-Champaign - College of Business 2008 — 2011
Bachelor of Science, Business Administration, Marketing
Università Commerciale 'Luigi Bocconi' / Bocconi University 2010 — 2010
Business Administration, Marketing
Proviso West High School 2005 — 2008
General Studies
Ryan Wallgren's Ameriprise Financial Services, Inc. Experience August 2012 - April 2013
Job Associate Buyer at Amazon
Industry Retail
Experience
Amazon July 2015 - Present
Kohl's Department Stores June 2013 - June 2015
Ameriprise Financial Services, Inc. August 2012 - April 2013
CPP North America May 2012 - July 2012
North Star Resource Group September 2011 - December 2011
Sigma Phi Epsilon Fraternity December 2010 - December 2011
Sigma Phi Epsilon Fraternity March 2011 - August 2011
Skills
PowerPoint, Management, Access, Time Management, Analysis, Accounting, Program Management, Team Leadership, Training, Forecasting, Retail, Negotiation, Inventory Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Business, International Business & Finance
Universitat Autònoma de Barcelona 2012 — 2012
International Business
Amazon July 2015 - Present
Kohl's Department Stores June 2013 - June 2015
Ameriprise Financial Services, Inc. August 2012 - April 2013
CPP North America May 2012 - July 2012
North Star Resource Group September 2011 - December 2011
Sigma Phi Epsilon Fraternity December 2010 - December 2011
Sigma Phi Epsilon Fraternity March 2011 - August 2011
Skills
PowerPoint, Management, Access, Time Management, Analysis, Accounting, Program Management, Team Leadership, Training, Forecasting, Retail, Negotiation, Inventory Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Business, International Business & Finance
Universitat Autònoma de Barcelona 2012 — 2012
International Business
Benjamin Kay Benjamin Kay's Ameriprise Financial Services, Inc. Experience October 2006 - July 2007
Job Manager, Financial Operations at DIRECTV
Industry Financial Services
Experience
DIRECTV October 2013 - Present
Crowdfunding Platform March 2013 - October 2013
Northern Trust Securities, Inc. August 2007 - March 2013
Ameriprise Financial Services, Inc. October 2006 - July 2007
Skills
Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Alternative Investments, Securities, Management, Business Strategy, Business Development, Financial Modeling, Strategic Financial..., Financial Analysis, Financial Services, Financial Reporting, Business Analysis, Start-ups, Finance, Asset Management, Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Valuation, Investment Management, Series 7, Wealth Management..., Fixed Income
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Finance, Strategy, Business Development
Tulane University - A.B. Freeman School of Business 2002 — 2006
Bachelor of Science (BS), Finance
DIRECTV October 2013 - Present
Crowdfunding Platform March 2013 - October 2013
Northern Trust Securities, Inc. August 2007 - March 2013
Ameriprise Financial Services, Inc. October 2006 - July 2007
Skills
Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Alternative Investments, Securities, Management, Business Strategy, Business Development, Financial Modeling, Strategic Financial..., Financial Analysis, Financial Services, Financial Reporting, Business Analysis, Start-ups, Finance, Asset Management, Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Valuation, Investment Management, Series 7, Wealth Management..., Fixed Income
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Finance, Strategy, Business Development
Tulane University - A.B. Freeman School of Business 2002 — 2006
Bachelor of Science (BS), Finance
Jordan Dorsey Jordan Dorsey's Ameriprise Financial Services, Inc. Experience January 2014 - May 2014
Job SAS Analyst II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Johns Hopkins University June 2014 - March 2015
Ameriprise Financial Services, Inc. January 2014 - May 2014
Livingston Financial Group February 2013 - February 2014
New York Life Insurance Company June 2013 - August 2013
Skills
Financial Analysis, Budget Monitoring, Financial Modeling, Financial Statements, Budget Reconciliation, Equity Research, Financial Reporting, Financial Markets, Financial Institutions, Budget Allocation, Corporate Finance, Mutual Funds, Fixed Income, Accounts Payable, Bloomberg Software, Microsoft Excel, Microsoft Word, Research, Teamwork, Customer Service
Education
Towson University 2010 — 2014
Bachelor of Science, Business Administraton with a Concentration in Finance, GPA: 3.65
Towson University
Wells Fargo March 2015 - Present
Johns Hopkins University June 2014 - March 2015
Ameriprise Financial Services, Inc. January 2014 - May 2014
Livingston Financial Group February 2013 - February 2014
New York Life Insurance Company June 2013 - August 2013
Skills
Financial Analysis, Budget Monitoring, Financial Modeling, Financial Statements, Budget Reconciliation, Equity Research, Financial Reporting, Financial Markets, Financial Institutions, Budget Allocation, Corporate Finance, Mutual Funds, Fixed Income, Accounts Payable, Bloomberg Software, Microsoft Excel, Microsoft Word, Research, Teamwork, Customer Service
Education
Towson University 2010 — 2014
Bachelor of Science, Business Administraton with a Concentration in Finance, GPA: 3.65
Towson University
Julie Vogt Julie Vogt's Ameriprise Financial Services, Inc. Experience July 2012 - June 2013
Job Senior Loss Analyst at Genworth
Industry Financial Services
Experience
Genworth September 2014 - Present
Jordan Lumber & Supply February 2013 - February 2014
Ameriprise Financial Services, Inc. July 2012 - June 2013
Ameriprise Financial Services, Inc. July 2010 - June 2012
Ameriprise Financial Services, Inc. March 2007 - July 2010
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Advanced Excel, Project Management, Spanish-speaking, FINRA Series 7, FINRA Series 66, Valuation, Series 7, Fixed Income
Education
Tulane University 2010 — 2012
Master of Business Administration (M.B.A.), Finance and International Business, 3.7
University of North Carolina at Wilmington 2004 — 2006
Bachelor of Science (B.S.), Business Administration, Finance Concentration, 3.7
Genworth September 2014 - Present
Jordan Lumber & Supply February 2013 - February 2014
Ameriprise Financial Services, Inc. July 2012 - June 2013
Ameriprise Financial Services, Inc. July 2010 - June 2012
Ameriprise Financial Services, Inc. March 2007 - July 2010
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Advanced Excel, Project Management, Spanish-speaking, FINRA Series 7, FINRA Series 66, Valuation, Series 7, Fixed Income
Education
Tulane University 2010 — 2012
Master of Business Administration (M.B.A.), Finance and International Business, 3.7
University of North Carolina at Wilmington 2004 — 2006
Bachelor of Science (B.S.), Business Administration, Finance Concentration, 3.7
Brian Deal Brian Deal's Ameriprise Financial Services, Inc. Experience October 2014 - September 2015
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - September 2015
Ameriprise Financial Services, Inc. July 2013 - October 2014
Legg Mason December 2006 - April 2012
MetLife December 2003 - December 2006
Travelers December 2000 - December 2003
Travelers October 1998 - December 2000
Travelers December 1996 - November 1998
Education
University of Arizona 1990 — 1994
BA, Business & Technical Spanish
Universidad de Santiago de Compostela 1991 — 1992
BA, Spanish
Ameriprise Financial Services, Inc. October 2014 - September 2015
Ameriprise Financial Services, Inc. July 2013 - October 2014
Legg Mason December 2006 - April 2012
MetLife December 2003 - December 2006
Travelers December 2000 - December 2003
Travelers October 1998 - December 2000
Travelers December 1996 - November 1998
Education
University of Arizona 1990 — 1994
BA, Business & Technical Spanish
Universidad de Santiago de Compostela 1991 — 1992
BA, Spanish
Barrett Ramsay Barrett Ramsay's Ameriprise Financial Services, Inc. Experience May 2014 - August 2014
Job Intern at The Boston Group
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Trinity College - Hartford September 2012 - Present
Ameriprise Financial Services, Inc. May 2014 - August 2014
Prime Time Hoop Camp April 2013 - August 2013
Skills
Economics, Market Research, Corporate Finance, Strategy, Microsoft Excel, Bloomberg Terminal, Market Analysis, Financial Planning, Life Insurance, Term Life Insurance, Disability Insurance, Sales, Social Networking
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Arts (BA), Economics
Berkshire School 2010 — 2012
Northwestern Mutual May 2015 - Present
Trinity College - Hartford September 2012 - Present
Ameriprise Financial Services, Inc. May 2014 - August 2014
Prime Time Hoop Camp April 2013 - August 2013
Skills
Economics, Market Research, Corporate Finance, Strategy, Microsoft Excel, Bloomberg Terminal, Market Analysis, Financial Planning, Life Insurance, Term Life Insurance, Disability Insurance, Sales, Social Networking
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Arts (BA), Economics
Berkshire School 2010 — 2012
Katherine Hall's Ameriprise Financial Services, Inc. Experience 2009 - 2012
Job IT Direct Placement Account Manager at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems February 2015 - Present
TEKsystems September 2013 - Present
Target 2012 - 2013
Ameriprise Financial Services, Inc. 2009 - 2012
Skills
Business Relationship..., Business Service..., Microsoft Office, Customer Service, Compliance, Communication, Driving Results, Highly detail oriented, Interpersonal Skill, Interviews, Recruiting, Budgets, Networking, Business Analysis, Leadership, Security, Management, Process Improvement, Project Management, Team Leadership, Strategic Partnerships, Program Management, Human Resources, Vendor Management
Education
University of Nevada, Reno 2009 — 2012
Bachelor of Science (BS), Business Administration and Economics
Tri-County Technical College 2003 — 2007
Associate of Arts (AA), Radio and Television Broadcasting
TEKsystems February 2015 - Present
TEKsystems September 2013 - Present
Target 2012 - 2013
Ameriprise Financial Services, Inc. 2009 - 2012
Skills
Business Relationship..., Business Service..., Microsoft Office, Customer Service, Compliance, Communication, Driving Results, Highly detail oriented, Interpersonal Skill, Interviews, Recruiting, Budgets, Networking, Business Analysis, Leadership, Security, Management, Process Improvement, Project Management, Team Leadership, Strategic Partnerships, Program Management, Human Resources, Vendor Management
Education
University of Nevada, Reno 2009 — 2012
Bachelor of Science (BS), Business Administration and Economics
Tri-County Technical College 2003 — 2007
Associate of Arts (AA), Radio and Television Broadcasting
Dan Hohenberg, CRPC Dan Hohenberg, CRPC'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
Citi Personal Wealth Management June 2012 - February 2014
Merrill Lynch January 2007 - June 2012
Morgan Stanley Smith Barney August 1994 - January 2007
The Riese Organization April 1991 - August 1994
Education
State University of New York at Albany 1979 — 1983
Bachelors of Arts, Communications, Marketing Concentration
Ameriprise Financial Services, Inc. March 2014 - Present
Citi Personal Wealth Management June 2012 - February 2014
Merrill Lynch January 2007 - June 2012
Morgan Stanley Smith Barney August 1994 - January 2007
The Riese Organization April 1991 - August 1994
Education
State University of New York at Albany 1979 — 1983
Bachelors of Arts, Communications, Marketing Concentration
Engelo Bonanno Engelo Bonanno's Ameriprise Financial Services, Inc. Experience 2010 - 2011
Job Chicago Select Limo
Industry Transportation/Trucking/Railroad
Experience
Chicago Select Limo May 2013 - Present
Navisis Financial May 2012 - March 2013
Trading Advantage 2011 - 2012
City Wide Maintenance October 2010 - May 2011
Ameriprise Financial Services, Inc. 2010 - 2011
CareerBuilder.com May 2007 - September 2010
Envision Mortgage Solutions June 2005 - May 2006
Skills
Cold Calling, Sales, Account Management, Sales Presentations, Direct Sales, Sales Process, New Business Development, Sales Management, B2B, Qualifying Prospects, Social Media Marketing, Lead Generation, Outside Sales, Business Development, Solution Selling, Investments, Microsoft Excel, Customer Retention, Leadership, Contract Negotiation, Deal Closure, Selling, Series 7, Series 63, Deaf Culture, Recruiting, Time Management, Training, Salesforce.com, Customer Service, Coaching, Management
Education
East Lyme High
Triton-College
Psych.
Waterford High
Chicago Select Limo May 2013 - Present
Navisis Financial May 2012 - March 2013
Trading Advantage 2011 - 2012
City Wide Maintenance October 2010 - May 2011
Ameriprise Financial Services, Inc. 2010 - 2011
CareerBuilder.com May 2007 - September 2010
Envision Mortgage Solutions June 2005 - May 2006
Skills
Cold Calling, Sales, Account Management, Sales Presentations, Direct Sales, Sales Process, New Business Development, Sales Management, B2B, Qualifying Prospects, Social Media Marketing, Lead Generation, Outside Sales, Business Development, Solution Selling, Investments, Microsoft Excel, Customer Retention, Leadership, Contract Negotiation, Deal Closure, Selling, Series 7, Series 63, Deaf Culture, Recruiting, Time Management, Training, Salesforce.com, Customer Service, Coaching, Management
Education
East Lyme High
Triton-College
Psych.
Waterford High
Darren Jurick's Ameriprise Financial Services, Inc. Experience November 2012 - Present
Job Financial Advisor/Associate Vice President Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2012 - Present
Principal Financial Group January 2005 - November 2012
Morgan Stanley Smith Barney January 2000 - February 2005
Merrill Lynch January 1995 - January 2000
Education
Tulane University 1989 — 1993
Bachelor of Science (BS), Sociology
Nova High School 1986 — 1989
Sociology
Ameriprise Financial Services, Inc. November 2012 - Present
Principal Financial Group January 2005 - November 2012
Morgan Stanley Smith Barney January 2000 - February 2005
Merrill Lynch January 1995 - January 2000
Education
Tulane University 1989 — 1993
Bachelor of Science (BS), Sociology
Nova High School 1986 — 1989
Sociology
Elizabeth Hiemcke Elizabeth Hiemcke's Ameriprise Financial Services, Inc. Experience September 2005 - August 2013
Job Communications Specialist
Industry Public Relations and Communications
Experience
Davis Vision September 2013 - Present
Ameriprise Financial Services, Inc. September 2005 - August 2013
Safeco Insurance October 2002 - December 2004
Capital District Mothers' Center December 1998 - September 2002
Quail Street News and Grocery October 1995 - July 2001
New York State Assembly January 1989 - October 1995
Various Poltical Campaigns December 1988 - November 1994
Skills
Customer Service, Problem Solving, Outstanding..., Building Relationships, Writing, Training, Troubleshooting, Legislative Relations, Legal Compliance, Legal Issues, Legal Assistance, Advocacy, Financial Services, Research, Team Building, Teamwork, Activism, Current Affairs, Microsoft Office, Microsoft Word, Outlook, Cultural Sensitivity, Managing Database, Political Campaigns, Fundraising, Trusted Business Partner, Time Management, Management, Public Relations, Legislation, Internal Communications, Healthcare, Reputation Management, Government, Politics, Communications Planning, Call Centers, Policy, Public Policy
Education
State University of New York at Albany
Bachelor of Arts (BA), Political Science and Government, 3.8 Overall GPA
Davis Vision September 2013 - Present
Ameriprise Financial Services, Inc. September 2005 - August 2013
Safeco Insurance October 2002 - December 2004
Capital District Mothers' Center December 1998 - September 2002
Quail Street News and Grocery October 1995 - July 2001
New York State Assembly January 1989 - October 1995
Various Poltical Campaigns December 1988 - November 1994
Skills
Customer Service, Problem Solving, Outstanding..., Building Relationships, Writing, Training, Troubleshooting, Legislative Relations, Legal Compliance, Legal Issues, Legal Assistance, Advocacy, Financial Services, Research, Team Building, Teamwork, Activism, Current Affairs, Microsoft Office, Microsoft Word, Outlook, Cultural Sensitivity, Managing Database, Political Campaigns, Fundraising, Trusted Business Partner, Time Management, Management, Public Relations, Legislation, Internal Communications, Healthcare, Reputation Management, Government, Politics, Communications Planning, Call Centers, Policy, Public Policy
Education
State University of New York at Albany
Bachelor of Arts (BA), Political Science and Government, 3.8 Overall GPA
Alexandra (Lexi) Moroney's Ameriprise Financial Services, Inc. Experience January 2014 - April 2014
Job Brand & Product Coordinator, Stride Rite at Wolverine Worldwide
Industry Apparel & Fashion
Experience
Wolverine Worldwide June 2015 - Present
Wolverine World Wide June 2014 - August 2014
Ameriprise Financial Services, Inc. January 2014 - April 2014
Wolverine World Wide June 2013 - August 2013
Manchester Bath and Tennis Club June 2012 - August 2012
Manchester Athletic Club June 2011 - August 2011
Abercrombie & Fitch June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Cpr Certified, Sales, Facebook, Marketing, Management, Social Networking
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
Trinity College Rome Campus 2012 — 2012
Phillips Academy, Andover 2007 — 2011
High School
Wolverine Worldwide June 2015 - Present
Wolverine World Wide June 2014 - August 2014
Ameriprise Financial Services, Inc. January 2014 - April 2014
Wolverine World Wide June 2013 - August 2013
Manchester Bath and Tennis Club June 2012 - August 2012
Manchester Athletic Club June 2011 - August 2011
Abercrombie & Fitch June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Cpr Certified, Sales, Facebook, Marketing, Management, Social Networking
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
Trinity College Rome Campus 2012 — 2012
Phillips Academy, Andover 2007 — 2011
High School
Laura Steagall, CFP® Laura Steagall, CFP®'s Ameriprise Financial Services, Inc. Experience August 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2006 - Present
Education
Trinity University 1982 — 1986
BA, Economics
Ameriprise Financial Services, Inc. August 2006 - Present
Education
Trinity University 1982 — 1986
BA, Economics
Charles C. Justino, CFP Charles C. Justino, CFP's Ameriprise Financial Services, Inc. Experience September 2001 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2001 - Present
Education
University at Albany, SUNY 1997 — 2001
Bachelors of Science, Finance, Economics, Management Science Information
Ameriprise Financial Services, Inc. September 2001 - Present
Education
University at Albany, SUNY 1997 — 2001
Bachelors of Science, Finance, Economics, Management Science Information
Jonathon Gais Jonathon Gais's Ameriprise Financial Services, Inc. Experience October 2006 - July 2008
Job Management Consultant Wealth & Asset Management Advisory
Industry Management Consulting
Experience
EY January 2015 - Present
Freelance Consultant September 2013 - December 2014
RINET Company, LLC October 2008 - August 2013
Tufts Men's Crew September 2011 - June 2012
Ameriprise Financial Services, Inc. October 2006 - July 2008
House of Commons September 2004 - January 2005
Skills
Strategic Financial..., Investments, Finance, Financial Analysis, Asset Allocation, Wealth Management, Hedge Funds, Equities, Management, Research, Fixed Income, Risk Management, Insurance Planning, Estate Planning, Microsoft Office, Client Relationship..., Financial Planning
Education
Tufts University 2002 — 2006
BA, Economics
UCL 2004 — 2005
Economics and Geography
EY January 2015 - Present
Freelance Consultant September 2013 - December 2014
RINET Company, LLC October 2008 - August 2013
Tufts Men's Crew September 2011 - June 2012
Ameriprise Financial Services, Inc. October 2006 - July 2008
House of Commons September 2004 - January 2005
Skills
Strategic Financial..., Investments, Finance, Financial Analysis, Asset Allocation, Wealth Management, Hedge Funds, Equities, Management, Research, Fixed Income, Risk Management, Insurance Planning, Estate Planning, Microsoft Office, Client Relationship..., Financial Planning
Education
Tufts University 2002 — 2006
BA, Economics
UCL 2004 — 2005
Economics and Geography
Ryan Alberg Ryan Alberg's Ameriprise Financial Services, Inc. Experience May 2011 - June 2013
Job MBA Candidate, Class of 2017
Industry Financial Services
Experience
Carlson School of Management August 2015 - Present
Abbot Downing June 2013 - August 2015
MN Opera - Tempo July 2012 - July 2015
Ameriprise Financial Services, Inc. May 2011 - June 2013
Beta Academy July 2010 - April 2011
Innovations Inc February 2010 - April 2011
Green Goddess Restaurant July 2009 - October 2009
Skills
Sales, Investments, Portfolio Management, Management, Microsoft Office, Analysis, Finance, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2015 — 2017
Master of Business Administration (MBA), Finance, General
Tulane University 2005 — 2009
Bachelor of Arts, History (Ancient History) & Political Science (Comparative Political Economy
University of Minnesota-Twin Cities 2004 — 2006
Carlson School of Management August 2015 - Present
Abbot Downing June 2013 - August 2015
MN Opera - Tempo July 2012 - July 2015
Ameriprise Financial Services, Inc. May 2011 - June 2013
Beta Academy July 2010 - April 2011
Innovations Inc February 2010 - April 2011
Green Goddess Restaurant July 2009 - October 2009
Skills
Sales, Investments, Portfolio Management, Management, Microsoft Office, Analysis, Finance, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2015 — 2017
Master of Business Administration (MBA), Finance, General
Tulane University 2005 — 2009
Bachelor of Arts, History (Ancient History) & Political Science (Comparative Political Economy
University of Minnesota-Twin Cities 2004 — 2006
Michael Wollner Michael Wollner's Ameriprise Financial Services, Inc. Experience February 2014 - May 2014
Job Commercial Project Manager & Cash Management Sales Associate at NBT Bank
Industry Banking
Experience
NBT Bank June 2015 - Present
NBT Bank June 2014 - May 2015
Ameriprise Financial Services, Inc. February 2014 - May 2014
The Ayco Company, L.P., a Goldman Sachs Company July 2013 - September 2013
VB/Research March 2013 - June 2013
Union College VITA Site January 2013 - March 2013
Adirondack Small Cap Fund December 2011 - January 2013
Retail Gaming Solutions June 2012 - September 2012
New York State Office of the Attorney General June 2011 - August 2011
Skills
Market Research, Financial Analysis, Portfolio Management, Team Leadership, Statistics, Access, Data Analysis, EViews, Public Speaking, Leadership, Analysis, Microsoft Word, PowerPoint, Microsoft Office, Research, Social Media, Databases, Gretl, Income Tax
Education
Union College 2010 — 2014
B.A., Economics
Bethlehem Central High School 2006 — 2010
NBT Bank June 2015 - Present
NBT Bank June 2014 - May 2015
Ameriprise Financial Services, Inc. February 2014 - May 2014
The Ayco Company, L.P., a Goldman Sachs Company July 2013 - September 2013
VB/Research March 2013 - June 2013
Union College VITA Site January 2013 - March 2013
Adirondack Small Cap Fund December 2011 - January 2013
Retail Gaming Solutions June 2012 - September 2012
New York State Office of the Attorney General June 2011 - August 2011
Skills
Market Research, Financial Analysis, Portfolio Management, Team Leadership, Statistics, Access, Data Analysis, EViews, Public Speaking, Leadership, Analysis, Microsoft Word, PowerPoint, Microsoft Office, Research, Social Media, Databases, Gretl, Income Tax
Education
Union College 2010 — 2014
B.A., Economics
Bethlehem Central High School 2006 — 2010
Haley Wodenshek Haley Wodenshek's Ameriprise Financial Services, Inc. Experience September 2012 - December 2012
Job Junior Associate at GLG (Gerson Lehrman Group)
Industry Research
Experience
GLG (Gerson Lehrman Group) July 2015 - Present
The Posen Library of Jewish Culture and Civilization June 2014 - May 2015
Trinity College Office of International Programs September 2013 - January 2015
Acquire Media May 2013 - August 2014
St. Agnes Primary School February 2014 - June 2014
Ameriprise Financial Services, Inc. September 2012 - December 2012
Skills
Blogging, Marketing, Sales, Databases, Sales Operations, Networking, Editorial, Data Analysis, Research, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Leadership
Education
Trinity College-Hartford 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Economics and History
University of Miami 2011 — 2012
Bachelor of Arts (B.A.), Economics and History
GLG (Gerson Lehrman Group) July 2015 - Present
The Posen Library of Jewish Culture and Civilization June 2014 - May 2015
Trinity College Office of International Programs September 2013 - January 2015
Acquire Media May 2013 - August 2014
St. Agnes Primary School February 2014 - June 2014
Ameriprise Financial Services, Inc. September 2012 - December 2012
Skills
Blogging, Marketing, Sales, Databases, Sales Operations, Networking, Editorial, Data Analysis, Research, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Leadership
Education
Trinity College-Hartford 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Economics and History
University of Miami 2011 — 2012
Bachelor of Arts (B.A.), Economics and History
Declan Macken's Ameriprise Financial Services, Inc. Experience 2000 - 2013
Job Engineer at Seagate
Industry Computer Hardware
Experience
Seagate April 1995 - Present
Seagate Technology LLC 1995 - Present
Ameriprise Financial Services, Inc. 2000 - 2013
Teleflex Medical 1994 - 1995
NiBEC 1993 - 1994
Skills
Engineering, Hard Drives, Storage, Hardware, Electrical Engineering, Testing, Manufacturing, Electronics, Failure Analysis, Analysis, Six Sigma, Magnetics, R&D, Engineering Management, Semiconductors, Thin Films, Minitab, Embedded Systems, Design of Experiments, Matlab, JMP, Process Simulation, FMEA, SPC
Education
Ulster University 1984 — 1994
Seagate April 1995 - Present
Seagate Technology LLC 1995 - Present
Ameriprise Financial Services, Inc. 2000 - 2013
Teleflex Medical 1994 - 1995
NiBEC 1993 - 1994
Skills
Engineering, Hard Drives, Storage, Hardware, Electrical Engineering, Testing, Manufacturing, Electronics, Failure Analysis, Analysis, Six Sigma, Magnetics, R&D, Engineering Management, Semiconductors, Thin Films, Minitab, Embedded Systems, Design of Experiments, Matlab, JMP, Process Simulation, FMEA, SPC
Education
Ulster University 1984 — 1994
Jonathan Roncek's Ameriprise Financial Services, Inc. Experience August 2004 - October 2005
Job Retirement Analyst at Providence Health & Services
Industry Human Resources
Experience
Providence Health & Services February 2015 - Present
Paladino and Company September 2012 - June 2014
Deutsche Bank March 2011 - September 2012
CitiStreet / ING July 2007 - April 2011
Ameriprise Financial Services, Inc. August 2004 - October 2005
Skills
Portfolio Management, Investments, Risk Management, Asset Management, Finance, Management, Investment Management, Wealth Management, Mutual Funds, Fixed Income, Asset Allocation, Equities, Asset Managment, Bloomberg, Investment Advisory, Securities Market, Equity Trading, Defined Benefit, Pensions, Entrepreneurship, Financial Advisory
Education
University of Florida 2011 — 2011
Master of Science (M.S.), Architectural Studies - Sustainable Design
University of Florida - Warrington College of Business Administration 2006 — 2007
Master of Science (M.S.), Business Administration - Entrepreneurship
University of Florida - Warrington College of Business Administration 2000 — 2004
Bachelor of Science (B.S.), Business Administration - Management
Università Commerciale 'Luigi Bocconi' 2014 — 2014
Non-Degree Seeking, Business, Management, Marketing, and Related Support Services
Providence Health & Services February 2015 - Present
Paladino and Company September 2012 - June 2014
Deutsche Bank March 2011 - September 2012
CitiStreet / ING July 2007 - April 2011
Ameriprise Financial Services, Inc. August 2004 - October 2005
Skills
Portfolio Management, Investments, Risk Management, Asset Management, Finance, Management, Investment Management, Wealth Management, Mutual Funds, Fixed Income, Asset Allocation, Equities, Asset Managment, Bloomberg, Investment Advisory, Securities Market, Equity Trading, Defined Benefit, Pensions, Entrepreneurship, Financial Advisory
Education
University of Florida 2011 — 2011
Master of Science (M.S.), Architectural Studies - Sustainable Design
University of Florida - Warrington College of Business Administration 2006 — 2007
Master of Science (M.S.), Business Administration - Entrepreneurship
University of Florida - Warrington College of Business Administration 2000 — 2004
Bachelor of Science (B.S.), Business Administration - Management
Università Commerciale 'Luigi Bocconi' 2014 — 2014
Non-Degree Seeking, Business, Management, Marketing, and Related Support Services
John Wellet's Ameriprise Financial Services, Inc. Experience June 2002 - December 2003
Job
Industry Financial Services
Experience
Branch County Abstract & Title, Inc February 2015 - Present
Flagstar Bank March 2012 - January 2015
Allstate Insurance May 2011 - March 2012
Phase 2 Investment Advisers, LLC July 2010 - May 2011
Fifth Third Bank December 2003 - July 2010
American Express June 2002 - December 2003
Ameriprise Financial Services, Inc. June 2002 - December 2003
Adesta, LLC April 1999 - November 2001
Schlumberger January 1997 - April 1999
Peace Corps February 1994 - June 1996
Skills
Investments, Banking, Insurance, Loans, Series 7, Management, Life Insurance, New Business Development, Sales, Series 63, Leadership, Sales Management, Finance, Health Insurance, Training, Financial Advisory, Time Management, Mortgage Lending, Strategic Financial..., Retirement Planning
Education
Trine University 1988 — 1992
BSCE
University of Phoenix 2001 — 2003
Coldwater High School 1983 — 1987
Branch County Abstract & Title, Inc February 2015 - Present
Flagstar Bank March 2012 - January 2015
Allstate Insurance May 2011 - March 2012
Phase 2 Investment Advisers, LLC July 2010 - May 2011
Fifth Third Bank December 2003 - July 2010
American Express June 2002 - December 2003
Ameriprise Financial Services, Inc. June 2002 - December 2003
Adesta, LLC April 1999 - November 2001
Schlumberger January 1997 - April 1999
Peace Corps February 1994 - June 1996
Skills
Investments, Banking, Insurance, Loans, Series 7, Management, Life Insurance, New Business Development, Sales, Series 63, Leadership, Sales Management, Finance, Health Insurance, Training, Financial Advisory, Time Management, Mortgage Lending, Strategic Financial..., Retirement Planning
Education
Trine University 1988 — 1992
BSCE
University of Phoenix 2001 — 2003
Coldwater High School 1983 — 1987
Paul Bucchioni's Ameriprise Financial Services, Inc. Experience 2001 - 2002
Job Section Chief, Retail Indicators Branch at U.S. Census Bureau
Industry Government Administration
Experience
U.S. Census Bureau August 2004 - Present
Rydex Investments 2002 - 2004
Ameriprise Financial Services, Inc. 2001 - 2002
Education
Towson University 1995 — 2000
BS, Business Administration
UMBC 1994 — 1996
U.S. Census Bureau August 2004 - Present
Rydex Investments 2002 - 2004
Ameriprise Financial Services, Inc. 2001 - 2002
Education
Towson University 1995 — 2000
BS, Business Administration
UMBC 1994 — 1996
Jordan M. Guynn, LUTCF's Ameriprise Financial Services, Inc. Experience October 2005 - April 2006
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
New York Life February 2009 - October 2012
Merrill Lynch August 2007 - January 2009
Northwestern Mutual Financial Network May 2006 - August 2007
Ameriprise Financial Services, Inc. October 2005 - April 2006
Skills
Retirement Planning, Alternative Investments, Investments, Estate Planning, Wealth Management, Insurance, Financial Analysis, Mutual Funds, Portfolio Management, Retirement, Finance
Education
Tufts University 2001 — 2005
Germantown Academy
Wells Fargo September 2012 - Present
New York Life February 2009 - October 2012
Merrill Lynch August 2007 - January 2009
Northwestern Mutual Financial Network May 2006 - August 2007
Ameriprise Financial Services, Inc. October 2005 - April 2006
Skills
Retirement Planning, Alternative Investments, Investments, Estate Planning, Wealth Management, Insurance, Financial Analysis, Mutual Funds, Portfolio Management, Retirement, Finance
Education
Tufts University 2001 — 2005
Germantown Academy
Paul Mumma's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Vice President Alternative Investments at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Columbia Management March 2003 - June 2013
Prudential Financial 2001 - 2003
Prudential Financial 1998 - 2001
Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, Portfolio Management, Investment Management, Wealth Management
Education
University of St. Thomas - Opus College of Business 1997 — 2000
MBA, Finance
Truman State University 1988 — 1992
BA, English
University of Maryland College Park
English
Ameriprise Financial Services, Inc. June 2013 - Present
Columbia Management March 2003 - June 2013
Prudential Financial 2001 - 2003
Prudential Financial 1998 - 2001
Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, Portfolio Management, Investment Management, Wealth Management
Education
University of St. Thomas - Opus College of Business 1997 — 2000
MBA, Finance
Truman State University 1988 — 1992
BA, English
University of Maryland College Park
English
Lauren Hyken's Ameriprise Financial Services, Inc. Experience October 2006 - December 2012
Job Travel Counselor at Grand Circle Corporation
Industry Financial Services
Experience
Grand Circle Corporation March 2014 - Present
Reach Analytics July 2013 - October 2013
Ameriprise Financial Services, Inc. October 2006 - December 2012
Tufts University January 2006 - May 2006
Tufts University September 2005 - December 2005
Tufts University February 2005 - May 2005
Tufts University February 2004 - May 2004
Spring Brook Country Club June 2003 - August 2003
Summer Plus June 2002 - August 2002
Skills
Retirement Planning, Investments, Mutual Funds, Investment Advisory, Series 7, Wealth Management, Financial Planning, Securities, Insurance, Asset Management, Finance, Fixed Annuities, Management, Customer Service, Microsoft Office, Strategic Planning, Marketing, Strategic Financial..., Estate Planning, Financial Advisory, Asset Managment, Sales, Customer Relations
Education
Tufts University 2002 — 2006
Bachelor of Arts (BA)
Tufts University 2002 — 2006
Child Development
Grand Circle Corporation March 2014 - Present
Reach Analytics July 2013 - October 2013
Ameriprise Financial Services, Inc. October 2006 - December 2012
Tufts University January 2006 - May 2006
Tufts University September 2005 - December 2005
Tufts University February 2005 - May 2005
Tufts University February 2004 - May 2004
Spring Brook Country Club June 2003 - August 2003
Summer Plus June 2002 - August 2002
Skills
Retirement Planning, Investments, Mutual Funds, Investment Advisory, Series 7, Wealth Management, Financial Planning, Securities, Insurance, Asset Management, Finance, Fixed Annuities, Management, Customer Service, Microsoft Office, Strategic Planning, Marketing, Strategic Financial..., Estate Planning, Financial Advisory, Asset Managment, Sales, Customer Relations
Education
Tufts University 2002 — 2006
Bachelor of Arts (BA)
Tufts University 2002 — 2006
Child Development
Joyce Gavino's Ameriprise Financial Services, Inc. Experience September 2007 - October 2007
Job Consultant at Salo LLC
Industry Financial Services
Experience
Salo LLC August 2005 - Present
Wade Financial Group April 2012 - June 2012
Merrill Corporation February 2011 - January 2012
Tennant Company June 2010 - November 2010
Valspar September 2009 - November 2009
Ceridian March 2009 - July 2009
Valspar September 2008 - January 2009
Jostens November 2007 - August 2008
Ameriprise Financial Services, Inc. September 2007 - October 2007
Imation March 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Strategic Planning, Pricing, Product Management, Data Analysis, Financial Management, International Business, Capital Budgeting, Process Improvement, Budgets, Managerial Finance, Management, Leadership, Finance, Business Analysis
Education
University of Minnesota - Carlson School of Management 1991 — 1994
BSB, Accounting
Universidad de Sevilla 1993 — 1993
Salo LLC August 2005 - Present
Wade Financial Group April 2012 - June 2012
Merrill Corporation February 2011 - January 2012
Tennant Company June 2010 - November 2010
Valspar September 2009 - November 2009
Ceridian March 2009 - July 2009
Valspar September 2008 - January 2009
Jostens November 2007 - August 2008
Ameriprise Financial Services, Inc. September 2007 - October 2007
Imation March 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Strategic Planning, Pricing, Product Management, Data Analysis, Financial Management, International Business, Capital Budgeting, Process Improvement, Budgets, Managerial Finance, Management, Leadership, Finance, Business Analysis
Education
University of Minnesota - Carlson School of Management 1991 — 1994
BSB, Accounting
Universidad de Sevilla 1993 — 1993
Frank Keechi's Ameriprise Financial Services, Inc. Experience August 2003 - August 2014
Job Health Insurance for Individual and Small Businesses USHealth Advisors
Industry Insurance
Experience
US Health Advisors August 2014 - Present
Board Chairman, DNEDA February 2014 - Present
Orientally Yours, Inc April 2006 - Present
Ameriprise Financial Services, Inc. August 2003 - August 2014
DNEDA - an economic development corporation 2013 - 2014
Alliant Foodservice/US Foodservice January 2001 - April 2003
Sysco April 1999 - January 2001
SYSCO Portland December 1996 - April 1999
Nokia USA December 1995 - December 1996
US Army June 1974 - November 1995
Skills
Retirement Planning, Investments, Operations Management, Leadership, Strategic Planning, Risk Management, Management, Team Building, Sales, Process Improvement, Leadership Development, Program Management, Finance, Cross-functional Team..., Government, Project Planning, Security Clearance, Health Insurance
Education
United States Military Academy at West Point 1974 — 1978
BS, Engineering
Troy University in Montgomery 1992 — 1993
MS, Human Resources
Air University 1992 — 1993
Masters Equivalent, Aviation Leadership Studies
US Health Advisors August 2014 - Present
Board Chairman, DNEDA February 2014 - Present
Orientally Yours, Inc April 2006 - Present
Ameriprise Financial Services, Inc. August 2003 - August 2014
DNEDA - an economic development corporation 2013 - 2014
Alliant Foodservice/US Foodservice January 2001 - April 2003
Sysco April 1999 - January 2001
SYSCO Portland December 1996 - April 1999
Nokia USA December 1995 - December 1996
US Army June 1974 - November 1995
Skills
Retirement Planning, Investments, Operations Management, Leadership, Strategic Planning, Risk Management, Management, Team Building, Sales, Process Improvement, Leadership Development, Program Management, Finance, Cross-functional Team..., Government, Project Planning, Security Clearance, Health Insurance
Education
United States Military Academy at West Point 1974 — 1978
BS, Engineering
Troy University in Montgomery 1992 — 1993
MS, Human Resources
Air University 1992 — 1993
Masters Equivalent, Aviation Leadership Studies
Mark Pauly CFA's Ameriprise Financial Services, Inc. Experience November 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. November 2012 - Present
Neuberger Berman July 2011 - February 2012
PineBridge Investments March 2010 - July 2011
AIG Global Investment Group March 2002 - May 2010
Criterion Investment Management (West LB) January 2000 - March 2002
American General Corporation May 1991 - January 2000
JJ Kenny February 1988 - May 1989
Dean Witter Reyolds February 1985 - February 1988
Crews and Associates May 1984 - February 1985
Education
Tulane University - A.B. Freeman School of Business 1989 — 1990
MBA, Finance and Intl. Business
University of Arkansas 1980 — 1984
BSBA, Finance
Ameriprise Financial Services, Inc. November 2012 - Present
Neuberger Berman July 2011 - February 2012
PineBridge Investments March 2010 - July 2011
AIG Global Investment Group March 2002 - May 2010
Criterion Investment Management (West LB) January 2000 - March 2002
American General Corporation May 1991 - January 2000
JJ Kenny February 1988 - May 1989
Dean Witter Reyolds February 1985 - February 1988
Crews and Associates May 1984 - February 1985
Education
Tulane University - A.B. Freeman School of Business 1989 — 1990
MBA, Finance and Intl. Business
University of Arkansas 1980 — 1984
BSBA, Finance
Josh Fiorini's Ameriprise Financial Services, Inc. Experience June 2004 - July 2005
Job at PTR Industries, Inc.
Industry Defense & Space
Experience
PTR Industries, Inc. June 2009 - Present
I.W. Harding January 2009 - July 2009
Quaestor Capital Management October 2007 - July 2009
Athena Capital Advisors March 2006 - January 2009
Ameriprise Financial Services, Inc. June 2004 - July 2005
Skills
Hedge Funds, Private Equity, Business Strategy, Manufacturing..., Strategic Planning, Business Development, Sales Management, Operations Management, Asset Management, Excel, Word, Investments, Finance, Portfolio Management, Microsoft Excel, Leadership, Social Media, Management, Customer Service, Program Management, Public Speaking
Education
Union College 2000 — 2004
B.A., Economics
Union College 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Kingswood-Oxford 1997 — 2000
PTR Industries, Inc. June 2009 - Present
I.W. Harding January 2009 - July 2009
Quaestor Capital Management October 2007 - July 2009
Athena Capital Advisors March 2006 - January 2009
Ameriprise Financial Services, Inc. June 2004 - July 2005
Skills
Hedge Funds, Private Equity, Business Strategy, Manufacturing..., Strategic Planning, Business Development, Sales Management, Operations Management, Asset Management, Excel, Word, Investments, Finance, Portfolio Management, Microsoft Excel, Leadership, Social Media, Management, Customer Service, Program Management, Public Speaking
Education
Union College 2000 — 2004
B.A., Economics
Union College 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Kingswood-Oxford 1997 — 2000
Debra Veer's Ameriprise Financial Services, Inc. Experience November 2011 - March 2013
Job Senior Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - March 2013
Ameriprise Financial Services, Inc. 2009 - 2011
Ameriprise Financial Services, Inc. 2006 - 2009
American Express/Ameriprise Financial 2002 - 2006
Cargill Dow LLC 2001 - 2002
VideoUpdate 1999 - 2001
Marvin Windows 1989 - 1999
Skills
Organized, Self Starter, Dedicated, Multitasker, Excel, Innovation, Lotus Notes, Microsoft Office, PowerPoint, Quality, Troubleshooting, Recruiting, Change Management, Microsoft Excel, Leadership, Interviews, Training, Management, Human Resources, Managed Hosting
Education
Trinity Bible College 1984 — 1986
Associated Degree, Clerical Business
Trinity Bible College 1984 — 1986
Associate's degree, Business Administration
Ameriprise Financial Services, Inc. November 2011 - March 2013
Ameriprise Financial Services, Inc. 2009 - 2011
Ameriprise Financial Services, Inc. 2006 - 2009
American Express/Ameriprise Financial 2002 - 2006
Cargill Dow LLC 2001 - 2002
VideoUpdate 1999 - 2001
Marvin Windows 1989 - 1999
Skills
Organized, Self Starter, Dedicated, Multitasker, Excel, Innovation, Lotus Notes, Microsoft Office, PowerPoint, Quality, Troubleshooting, Recruiting, Change Management, Microsoft Excel, Leadership, Interviews, Training, Management, Human Resources, Managed Hosting
Education
Trinity Bible College 1984 — 1986
Associated Degree, Clerical Business
Trinity Bible College 1984 — 1986
Associate's degree, Business Administration
Melba Wilson's Ameriprise Financial Services, Inc. Experience 1986 - 1994
Job Sales Associate at Coldwell Banker Schmitt
Industry Real Estate
Experience
Coldwell Banker Schmitt Real Estate Co. December 2000 - Present
Ameriprise Financial Services, Inc. 1986 - 1994
Xerox Corporation, Nicaragua 1976 - 1982
Skills
Single Family Homes, Short Sales, Condos, Relocation, REO, Sellers, Listings, Foreclosures, Residential Homes, Vacation Homes, SFR, Buyers, Buyer Representation, Referrals, Investors, First Time Home Buyers, New Home Sales, Luxury, Real Property, Townhomes, Resellers, Seniors, Investment Properties
Education
Universidad Centroamericana, Managua 1973 — 1977
Bachelor of Science (BS), Computer Science
St Theresa Academy, Nicaragua
Coldwell Banker Schmitt Real Estate Co. December 2000 - Present
Ameriprise Financial Services, Inc. 1986 - 1994
Xerox Corporation, Nicaragua 1976 - 1982
Skills
Single Family Homes, Short Sales, Condos, Relocation, REO, Sellers, Listings, Foreclosures, Residential Homes, Vacation Homes, SFR, Buyers, Buyer Representation, Referrals, Investors, First Time Home Buyers, New Home Sales, Luxury, Real Property, Townhomes, Resellers, Seniors, Investment Properties
Education
Universidad Centroamericana, Managua 1973 — 1977
Bachelor of Science (BS), Computer Science
St Theresa Academy, Nicaragua
Worrell DSouza's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Project Manager at Pacific International
Industry Import and Export
Experience
Pacific International July 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - August 2013
Pacific Gen. Trdg. & Contg. Est, 2002 - 2004
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Teamwork, English, Sales, Negotiation, Marketing, Retail, Social Media, Outlook, Time Management, Market Research, Photoshop, Team Leadership, Research, Windows, Marketing Strategy, Sales Management, Logistics, Inventory Management, Forecasting, Finance, Analysis
Education
Towson University 2012 — 2013
Bachelor's degree, Finance, General
University of Maryland University College 2009 — 2012
Bachelor's degree, Finance, General
Pacific International July 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - August 2013
Pacific Gen. Trdg. & Contg. Est, 2002 - 2004
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Teamwork, English, Sales, Negotiation, Marketing, Retail, Social Media, Outlook, Time Management, Market Research, Photoshop, Team Leadership, Research, Windows, Marketing Strategy, Sales Management, Logistics, Inventory Management, Forecasting, Finance, Analysis
Education
Towson University 2012 — 2013
Bachelor's degree, Finance, General
University of Maryland University College 2009 — 2012
Bachelor's degree, Finance, General
Marshall Heitzman, CFP®, CPCU, ChFC, FLMI's Ameriprise Financial Services, Inc. Experience December 2009 - August 2015
Job RIA Compliance Director at Questar Capital Corporation
Industry Financial Services
Experience
Questar Capital Corporation August 2015 - Present
Ameriprise Financial Services, Inc. December 2009 - August 2015
FAF Advisors September 2008 - April 2009
Thrivent Financial for Lutherans October 2005 - August 2008
State Farm Insurance January 1993 - September 2005
Skills
Financial Planning, Annuities, Retirement Planning, Retirement, Long Term Care, Series 7, Compliance, Insurance, Series 63, FINRA Series 6, Investments, Securities, Budgeting, Mutual Funds, Risk Management, Leadership, Strategic Financial..., Financial Advisory, Long-term Care, Fixed Annuities, Life Insurance, FINRA
Education
Trinity International University 1988 — 1992
BA, Applied Mathematics
University of Saint Thomas - School of Business 2009 — 2009
mini-MBA
Questar Capital Corporation August 2015 - Present
Ameriprise Financial Services, Inc. December 2009 - August 2015
FAF Advisors September 2008 - April 2009
Thrivent Financial for Lutherans October 2005 - August 2008
State Farm Insurance January 1993 - September 2005
Skills
Financial Planning, Annuities, Retirement Planning, Retirement, Long Term Care, Series 7, Compliance, Insurance, Series 63, FINRA Series 6, Investments, Securities, Budgeting, Mutual Funds, Risk Management, Leadership, Strategic Financial..., Financial Advisory, Long-term Care, Fixed Annuities, Life Insurance, FINRA
Education
Trinity International University 1988 — 1992
BA, Applied Mathematics
University of Saint Thomas - School of Business 2009 — 2009
mini-MBA
Valerie Gingras's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Actuarial Director Risk Management, Capital Market Solutions
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Ameriprise Financial Services, Inc. September 2009 - September 2011
Ameriprise Financial Services, Inc. April 2005 - September 2009
Ameriprise Financial Services, Inc. April 2004 - April 2005
Mercer Human Resources Consulting September 2001 - January 2004
Standard Life Assurance Canada May 1999 - September 2001
Blue Cross Quebec June 1997 - May 1999
Skills
Actuarial Science, Variable Annuities, Risk Management, Assurance, Health Insurance
Education
Université de Montréal 1994 — 1997
Ameriprise Financial Services, Inc. September 2011 - Present
Ameriprise Financial Services, Inc. September 2009 - September 2011
Ameriprise Financial Services, Inc. April 2005 - September 2009
Ameriprise Financial Services, Inc. April 2004 - April 2005
Mercer Human Resources Consulting September 2001 - January 2004
Standard Life Assurance Canada May 1999 - September 2001
Blue Cross Quebec June 1997 - May 1999
Skills
Actuarial Science, Variable Annuities, Risk Management, Assurance, Health Insurance
Education
Université de Montréal 1994 — 1997
Ronald S. Fish's Ameriprise Financial Services, Inc. Experience 2012 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2012 - Present
Ameriprise Financial Services, Inc. 1986 - 2011
Northern Virginia Community College September 1971 - August 1985
Education
Virginia Tech 1975 — 1984
Doctor of Education (Ed.D.), Curriculum and Instruction
Univ. of Maryland 1969 — 1971
Master of Arts (M.A.), Economics
Tulane University 1965 — 1969
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. 2012 - Present
Ameriprise Financial Services, Inc. 1986 - 2011
Northern Virginia Community College September 1971 - August 1985
Education
Virginia Tech 1975 — 1984
Doctor of Education (Ed.D.), Curriculum and Instruction
Univ. of Maryland 1969 — 1971
Master of Arts (M.A.), Economics
Tulane University 1965 — 1969
Bachelor of Arts (B.A.), Economics
Ann DeBoef's Ameriprise Financial Services, Inc. Experience October 2001 - Present
Job Senior Field Operations Team Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2001 - Present
Cleveland Chiropractic College 1993 - 2001
Washington University School of Medicine 1991 - 1992
Valparaiso University 1990 - 1991
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Wealth Management, Retirement, Series 63, Asset Allocation, Investments, Leadership, Insurance, Financial Advisory, Fixed Annuities, Asset Management, Portfolio Management, Financial Services, Estate Planning, Process Improvement, 401k, Customer Service, Financial Planning, Management, Series 7, Organization Skills
Education
Truman State University 1983 — 1987
B.S., Family Science
Ameriprise Financial Services, Inc. October 2001 - Present
Cleveland Chiropractic College 1993 - 2001
Washington University School of Medicine 1991 - 1992
Valparaiso University 1990 - 1991
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Wealth Management, Retirement, Series 63, Asset Allocation, Investments, Leadership, Insurance, Financial Advisory, Fixed Annuities, Asset Management, Portfolio Management, Financial Services, Estate Planning, Process Improvement, 401k, Customer Service, Financial Planning, Management, Series 7, Organization Skills
Education
Truman State University 1983 — 1987
B.S., Family Science
Wesley Vesprini's Ameriprise Financial Services, Inc. Experience August 2010 - December 2010
Job Product Developer, Portfolio Products FactSet Research Systems
Industry Financial Services
Experience
FactSet November 2012 - Present
SapientNitro March 2012 - November 2012
Trinity College January 2009 - May 2011
Ameriprise Financial Services, Inc. August 2010 - December 2010
Skills
Research, Writing, Economics, Data Analysis, Statistics, PowerPoint, Excel, Word, Management, Social Media, Microsoft Excel, Editing, Leadership, Microsoft Office
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science, Economics
Belmont Hill School, Member of Independent School League (ISL) 2002 — 2006
FactSet November 2012 - Present
SapientNitro March 2012 - November 2012
Trinity College January 2009 - May 2011
Ameriprise Financial Services, Inc. August 2010 - December 2010
Skills
Research, Writing, Economics, Data Analysis, Statistics, PowerPoint, Excel, Word, Management, Social Media, Microsoft Excel, Editing, Leadership, Microsoft Office
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science, Economics
Belmont Hill School, Member of Independent School League (ISL) 2002 — 2006
Chris Russick's Ameriprise Financial Services, Inc. Experience August 1998 - February 2009
Job Educator at Limestone Community High School
Industry Education Management
Experience
Limestone Community High School April 2009 - Present
Ameriprise Financial Services, Inc. August 1998 - February 2009
Peoria (Central) High School July 2003 - June 2006
MTC Technologies 1997 - 1998
United States Air Force 1982 - 1997
Skills
Curriculum Design, Curriculum Development, Teaching, Educational Leadership, Lesson Planning, Classroom Management, Literacy, Teacher Training, Elementary Education, Educational Technology, Differentiated..., Tutoring, K-12, Special Education, Public Speaking
Education
U.S. Air Force Institute of Technology 1987 — 1988
Master's degree, Cost Analysis
US Air Force Academy 1978 — 1982
Bachelor of Science (BS), Management
San Clemente High School 1974 — 1978
Limestone Community High School April 2009 - Present
Ameriprise Financial Services, Inc. August 1998 - February 2009
Peoria (Central) High School July 2003 - June 2006
MTC Technologies 1997 - 1998
United States Air Force 1982 - 1997
Skills
Curriculum Design, Curriculum Development, Teaching, Educational Leadership, Lesson Planning, Classroom Management, Literacy, Teacher Training, Elementary Education, Educational Technology, Differentiated..., Tutoring, K-12, Special Education, Public Speaking
Education
U.S. Air Force Institute of Technology 1987 — 1988
Master's degree, Cost Analysis
US Air Force Academy 1978 — 1982
Bachelor of Science (BS), Management
San Clemente High School 1974 — 1978
Phyllis Snodgrass's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Administrative Assistant at Ameriprise Financial
Industry Financial Services
Experience
ViSalus Sciences Body by Vi Challenge May 2012 - Present
Ameriprise Financial Services, Inc. February 2012 - Present
The Glass Works 1979 - Present
Education
Truman State University 1974 — 1975
Elementary Education and Teaching
ViSalus Sciences Body by Vi Challenge May 2012 - Present
Ameriprise Financial Services, Inc. February 2012 - Present
The Glass Works 1979 - Present
Education
Truman State University 1974 — 1975
Elementary Education and Teaching
Samuel Murphy III's Ameriprise Financial Services, Inc. Experience 2007 - 2012
Job Portfolio Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Independent Financial Consultant 2012 - Present
Ameriprise Financial Services, Inc. 2007 - 2012
Carlson School of Management 2005 - 2008
Redsky Partners 2002 - 2004
Ameriprise Financial Services, Inc. 1999 - 2002
Wessels, Arnold & Henderson 1990 - 1997
Skills
Equity Research, Equities, Bloomberg, Portfolio Management, Asset Managment, Investments, Valuation, Financial Modeling, Investment Management, Hedge Funds, Financial Analysis, Investment Strategies, Alternative Investments, Asset Management, Series 7
Education
Wharton Business School 1984 — 1986
MBA, Finance
University College London, U. of London 1978 — 1980
M.S., Geophysics
Wesleyan University 1974 — 1978
Bachelor's degree, Geological and Earth Sciences/Geosciences
Independent Financial Consultant 2012 - Present
Ameriprise Financial Services, Inc. 2007 - 2012
Carlson School of Management 2005 - 2008
Redsky Partners 2002 - 2004
Ameriprise Financial Services, Inc. 1999 - 2002
Wessels, Arnold & Henderson 1990 - 1997
Skills
Equity Research, Equities, Bloomberg, Portfolio Management, Asset Managment, Investments, Valuation, Financial Modeling, Investment Management, Hedge Funds, Financial Analysis, Investment Strategies, Alternative Investments, Asset Management, Series 7
Education
Wharton Business School 1984 — 1986
MBA, Finance
University College London, U. of London 1978 — 1980
M.S., Geophysics
Wesleyan University 1974 — 1978
Bachelor's degree, Geological and Earth Sciences/Geosciences
Lawrence Marcus, ChFC®, MBA's Ameriprise Financial Services, Inc. Experience August 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1992 - Present
Education
SUNY Albany
Ameriprise Financial Services, Inc. August 1992 - Present
Education
SUNY Albany
Vincent St. Clair's Ameriprise Financial Services, Inc. Experience February 2006 - 2007
Job Business Development Manager
Industry Financial Services
Experience
Murphy & Associates (An Ameriprise Private Wealth Advisory Practice) April 2012 - Present
Wells Fargo Advisors November 2008 - October 2011
Wells Fargo Advisors June 2007 - November 2008
Ameriprise Financial Services, Inc. February 2006 - 2007
ING (WSSI) 2000 - 2002
Skills
Series 7, Securities, Mutual Funds, Equities, Series 63, Wealth Management, Retirement, Investments, Fixed Annuities, Trading, FINRA, Retirement Planning, Portfolio Management, Financial Services, Options
Education
Trinity University 1982 — 1986
BA, English & Politica Science
Univeristy of Natal/Pietermaritzburg 1985 — 1985
Bachelor of Arts (BA), English Language and Literature, General
Murphy & Associates (An Ameriprise Private Wealth Advisory Practice) April 2012 - Present
Wells Fargo Advisors November 2008 - October 2011
Wells Fargo Advisors June 2007 - November 2008
Ameriprise Financial Services, Inc. February 2006 - 2007
ING (WSSI) 2000 - 2002
Skills
Series 7, Securities, Mutual Funds, Equities, Series 63, Wealth Management, Retirement, Investments, Fixed Annuities, Trading, FINRA, Retirement Planning, Portfolio Management, Financial Services, Options
Education
Trinity University 1982 — 1986
BA, English & Politica Science
Univeristy of Natal/Pietermaritzburg 1985 — 1985
Bachelor of Arts (BA), English Language and Literature, General
James (Jim) Lee IV, MBA's Ameriprise Financial Services, Inc. Experience December 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1995 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Mutual Funds, Retirement, Series 7, Investment Advisory, Saving for Education, Series 63
Education
Tulane University
Master of Business Administration (M.B.A.)
University of South Alabama
Bachelor of Science (BS), Business Administration
Ameriprise Financial Services, Inc. December 1995 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Mutual Funds, Retirement, Series 7, Investment Advisory, Saving for Education, Series 63
Education
Tulane University
Master of Business Administration (M.B.A.)
University of South Alabama
Bachelor of Science (BS), Business Administration
Samantha Kam's Ameriprise Financial Services, Inc. Experience September 2007 - May 2008
Job Banking Professional
Industry Banking
Experience
Bank of America Home Loans January 2012 - Present
Bank of America May 2011 - January 2012
Ameriprise Financial Services, Inc. September 2007 - May 2008
Skills
Microsoft Office, Customer Service, Credit Reporting, Multi Tasking, Close Attention to..., Team Environments, Team Leadership, Leadership Development, Critical Thinking, Web-based Research, Determination to Succeed, Microsoft Excel, Microsoft Word
Education
University of Baltimore 2011 — 2013
Master of Business Administration (M.B.A.)
Towson University 2004 — 2008
Bachelor of Science (BS), Finance, General
Bank of America Home Loans January 2012 - Present
Bank of America May 2011 - January 2012
Ameriprise Financial Services, Inc. September 2007 - May 2008
Skills
Microsoft Office, Customer Service, Credit Reporting, Multi Tasking, Close Attention to..., Team Environments, Team Leadership, Leadership Development, Critical Thinking, Web-based Research, Determination to Succeed, Microsoft Excel, Microsoft Word
Education
University of Baltimore 2011 — 2013
Master of Business Administration (M.B.A.)
Towson University 2004 — 2008
Bachelor of Science (BS), Finance, General
Scott Suarez, CFP®'s Ameriprise Financial Services, Inc. Experience January 2004 - May 2006
Job Advisor at BB&T Wealth
Industry Financial Services
Experience
BB&T June 2006 - Present
Ameriprise Financial Services, Inc. January 2004 - May 2006
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Strategic Financial..., Portfolio Management, Estate Planning, Retirement, Loans, Credit, Banking, Mortgage Lending
Education
University of Georgia - Terry College of Business 2008 — 2010
MBA
Tulane University 1999 — 2003
BA, History
BB&T June 2006 - Present
Ameriprise Financial Services, Inc. January 2004 - May 2006
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Strategic Financial..., Portfolio Management, Estate Planning, Retirement, Loans, Credit, Banking, Mortgage Lending
Education
University of Georgia - Terry College of Business 2008 — 2010
MBA
Tulane University 1999 — 2003
BA, History
R. Rene de la Garza's Ameriprise Financial Services, Inc. Experience May 2005 - October 2006
Job Global Markets/Back Office Operations
Industry Capital Markets
Experience
Independent Contractor 2010 - Present
MetLife November 2006 - December 2010
Ameriprise Financial Services, Inc. May 2005 - October 2006
UBS Wealth Management December 2003 - April 2005
JP Morgan Investor Services January 2000 - July 2001
Standard and Poor's Compustat August 1996 - December 1998
U.S. Department of Veterans Affairs September 1985 - December 1994
University of Colorado Denver August 1984 - May 1994
Skills
Equities, Financial Analysis, Investments, Asset Management, Data Analysis, Portfolio Management, Research, Microsoft Excel, Private Equity, PowerPoint, Microsoft Office, Spanish, Equity Research, Market Research, Microsoft Word, Market Analysis, Project Management, Entrepreneurship, Financial Markets, Emerging Markets, Capital Markets, Bloomberg Terminal
Education
University of Denver 1995 — 1998
Master of Science (MS), Finance, Investment Markets
Western Michigan University 1976 — 1978
Master's Degree (MA), Research and Experimental Psychology
Universidad de Monterrey 1972 — 1975
Bachelor's Degree, General Psychology
Independent Contractor 2010 - Present
MetLife November 2006 - December 2010
Ameriprise Financial Services, Inc. May 2005 - October 2006
UBS Wealth Management December 2003 - April 2005
JP Morgan Investor Services January 2000 - July 2001
Standard and Poor's Compustat August 1996 - December 1998
U.S. Department of Veterans Affairs September 1985 - December 1994
University of Colorado Denver August 1984 - May 1994
Skills
Equities, Financial Analysis, Investments, Asset Management, Data Analysis, Portfolio Management, Research, Microsoft Excel, Private Equity, PowerPoint, Microsoft Office, Spanish, Equity Research, Market Research, Microsoft Word, Market Analysis, Project Management, Entrepreneurship, Financial Markets, Emerging Markets, Capital Markets, Bloomberg Terminal
Education
University of Denver 1995 — 1998
Master of Science (MS), Finance, Investment Markets
Western Michigan University 1976 — 1978
Master's Degree (MA), Research and Experimental Psychology
Universidad de Monterrey 1972 — 1975
Bachelor's Degree, General Psychology
Kyle Hoeft's Ameriprise Financial Services, Inc. Experience January 2014 - June 2014
Job Senior Portfolio Administrator at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company June 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
Strategies for Wealth June 2014 - August 2014
Ameriprise Financial Services, Inc. January 2014 - June 2014
Phi Gamma Delta November 2013 - June 2014
Skills
Econometrics, Macroeconomics, Microeconomics, Monetary Economics, Financial Analysis, Spanish, Financial Modeling, Finance, Corporate Finance, Due Diligence, Accounting, Financial Reporting, Valuation, Risk Management, Fixed Income, Microsoft Office, Microsoft Excel
Education
Union College 2011 — 2015
Managerial Economics, Spanish
Spackenkill High School
Spackenkill High School
Ayco, a Goldman Sachs Company June 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
Strategies for Wealth June 2014 - August 2014
Ameriprise Financial Services, Inc. January 2014 - June 2014
Phi Gamma Delta November 2013 - June 2014
Skills
Econometrics, Macroeconomics, Microeconomics, Monetary Economics, Financial Analysis, Spanish, Financial Modeling, Finance, Corporate Finance, Due Diligence, Accounting, Financial Reporting, Valuation, Risk Management, Fixed Income, Microsoft Office, Microsoft Excel
Education
Union College 2011 — 2015
Managerial Economics, Spanish
Spackenkill High School
Spackenkill High School
Greg Middleman's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Structured Finance Analyst at EY
Industry Financial Services
Experience
EY September 2014 - Present
Bluepoint Investments January 2014 - June 2014
EY June 2013 - August 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Freedom Mortgage 2008 - 2011
Skills
Customer Service, Microsoft Word, Research, PowerPoint, Microsoft Excel, Microsoft Office, Bloomberg Terminal
Education
Towson University
Finance
EY September 2014 - Present
Bluepoint Investments January 2014 - June 2014
EY June 2013 - August 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Freedom Mortgage 2008 - 2011
Skills
Customer Service, Microsoft Word, Research, PowerPoint, Microsoft Excel, Microsoft Office, Bloomberg Terminal
Education
Towson University
Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank