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
William Blake Adkins William Blake Adkins's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Intern at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Alabama Small Business Development Center January 2015 - Present
Alabama Insurance Society January 2015 - Present
US Congress May 2015 - June 2015
Ol Colony Golf Course November 2013 - March 2015
UA Capital Managment January 2014 - December 2014
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Statistical Data..., Stock Management
Education
University of Alabama 2012 — 2016
Bachelor’s Degree, Mathematics and Statistics
University of Alabama 2012 — 2016
Bachelor’s Degree, Finance and Financial Management Services
Auburn High School 2008 — 2012
High School
Ameriprise Financial Services, Inc. March 2015 - Present
Alabama Small Business Development Center January 2015 - Present
Alabama Insurance Society January 2015 - Present
US Congress May 2015 - June 2015
Ol Colony Golf Course November 2013 - March 2015
UA Capital Managment January 2014 - December 2014
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Statistical Data..., Stock Management
Education
University of Alabama 2012 — 2016
Bachelor’s Degree, Mathematics and Statistics
University of Alabama 2012 — 2016
Bachelor’s Degree, Finance and Financial Management Services
Auburn High School 2008 — 2012
High School
Colton Clark Colton Clark's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Financial Planning Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
First National Bank of Fort Smith May 2013 - April 2014
State Farm December 2012 - June 2013
First National Bank of Fort Smith August 2012 - June 2013
MiTekz June 2011 - July 2012
Staples January 2012 - May 2012
Education
University of Arkansas - Sam M. Walton College of Business 2015 — 2017
Master of Business Administration (MBA)
University of Arkansas Fort Smith 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration, Finance focus
Ameriprise Financial Services, Inc. April 2014 - Present
First National Bank of Fort Smith May 2013 - April 2014
State Farm December 2012 - June 2013
First National Bank of Fort Smith August 2012 - June 2013
MiTekz June 2011 - July 2012
Staples January 2012 - May 2012
Education
University of Arkansas - Sam M. Walton College of Business 2015 — 2017
Master of Business Administration (MBA)
University of Arkansas Fort Smith 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration, Finance focus
Chelsea Jenks Chelsea Jenks's Ameriprise Financial Services, Inc. Experience January 2013 - May 2013
Job Billing Analyst at Books A Million
Industry Financial Services
Experience
Books A Million, Inc December 2013 - Present
Ameriprise Financial Services, Inc. January 2013 - May 2013
Skills
Corporate Finance, Information Technology, Invoice Processing, Telecommunications..., Telecommunications..., Microsoft Excel, Standards Compliance, Monthly Closing, Accruals, P&L review, Budget Monitoring, Lawson General Ledger, Financial Accounting, General Business..., Microsoft Office, Financial Services, Morningstar, Thomson One Analytics, Spanish-speaking, Time & Attendance, Teamwork, Customer Service, Team Leadership, SQL, Spanish
Education
University of Alabama 2009 — 2013
Bachelor of Science (B.S.), Finance and Accounting
Hoover High School 2005 — 2009
Advanced Diploma
Books A Million, Inc December 2013 - Present
Ameriprise Financial Services, Inc. January 2013 - May 2013
Skills
Corporate Finance, Information Technology, Invoice Processing, Telecommunications..., Telecommunications..., Microsoft Excel, Standards Compliance, Monthly Closing, Accruals, P&L review, Budget Monitoring, Lawson General Ledger, Financial Accounting, General Business..., Microsoft Office, Financial Services, Morningstar, Thomson One Analytics, Spanish-speaking, Time & Attendance, Teamwork, Customer Service, Team Leadership, SQL, Spanish
Education
University of Alabama 2009 — 2013
Bachelor of Science (B.S.), Finance and Accounting
Hoover High School 2005 — 2009
Advanced Diploma
Huyen Nguyen Huyen Nguyen's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Financial Planning Assistant at Pollak & Pollak
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Skills
Tax, Portfolio Management, Loans, Investments, Insurance, Finance, Customer Service, Credit, Banking, Strategic Financial..., Mutual Funds, Asset Allocation, Financial Planning, Microsoft Word, Teamwork, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking
Education
University of California, Davis 2009 — 2013
Bachelor's Degree, Managerial Economics
Abraham Lincoln High School 2005 — 2009
High School
Ameriprise Financial Services, Inc. March 2014 - Present
Skills
Tax, Portfolio Management, Loans, Investments, Insurance, Finance, Customer Service, Credit, Banking, Strategic Financial..., Mutual Funds, Asset Allocation, Financial Planning, Microsoft Word, Teamwork, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking
Education
University of California, Davis 2009 — 2013
Bachelor's Degree, Managerial Economics
Abraham Lincoln High School 2005 — 2009
High School
Kenneth Siebenmorgen, CFP®, CRPC® Kenneth Siebenmorgen, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience June 1990 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1990 - Present
Education
University of Arkansas
Bachelor of Science (BS), Mechanical Engineering
Ameriprise Financial Services, Inc. June 1990 - Present
Education
University of Arkansas
Bachelor of Science (BS), Mechanical Engineering
London Jenkins London Jenkins's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Graduate Student at The University of Alabama
Industry Investment Management
Experience
City of Tuscaloosa October 2014 - Present
City of Tuscaloosa June 2013 - September 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
West Alabama Bank and Trust August 2011 - May 2013
West Alabama Bank and Trust September 2008 - August 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Leadership, Teamwork, Public Speaking, Social Media, Outlook, Event Planning, Research, Time Management, Accounting, Access, Facebook, Windows, Strategic Planning, Data Analysis, Social Media Marketing, Social Networking
Education
University of Alabama 2011 — 2014
Bachelor of Science, Finance and Financial Management Services
City of Tuscaloosa October 2014 - Present
City of Tuscaloosa June 2013 - September 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
West Alabama Bank and Trust August 2011 - May 2013
West Alabama Bank and Trust September 2008 - August 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Leadership, Teamwork, Public Speaking, Social Media, Outlook, Event Planning, Research, Time Management, Accounting, Access, Facebook, Windows, Strategic Planning, Data Analysis, Social Media Marketing, Social Networking
Education
University of Alabama 2011 — 2014
Bachelor of Science, Finance and Financial Management Services
Chun Tang Chun Tang's Ameriprise Financial Services, Inc. Experience March 2011 - June 2011
Job Analyst at CareFusion
Industry Financial Services
Experience
CareFusion December 2013 - Present
CareFusion July 2013 - December 2013
Washington University in St. Louis September 2012 - May 2013
Unimax Communication January 2012 - June 2012
Ameriprise Financial Services, Inc. March 2011 - June 2011
Dukap, Inc. October 2010 - March 2011
First Allied Securities October 2009 - March 2010
Skills
Financial Analysis, Graphic Design, Organization, Accounting, Portfolio Management, Financial Services, Business Valuation, DCF Valuation, Business Analysis
Education
WASHINGTON UNIVERSITY, OLIN BUSINESS SCHOOL 2012 — 2013
Master of Science, Finance; Corporate Finance
University of California, Irvine 2008 — 2011
Bachelor of Science, Mathematics; Economics
University of California, Irvine 2008 — 2011
Bachelor of Art, Quantitative Economics
CareFusion December 2013 - Present
CareFusion July 2013 - December 2013
Washington University in St. Louis September 2012 - May 2013
Unimax Communication January 2012 - June 2012
Ameriprise Financial Services, Inc. March 2011 - June 2011
Dukap, Inc. October 2010 - March 2011
First Allied Securities October 2009 - March 2010
Skills
Financial Analysis, Graphic Design, Organization, Accounting, Portfolio Management, Financial Services, Business Valuation, DCF Valuation, Business Analysis
Education
WASHINGTON UNIVERSITY, OLIN BUSINESS SCHOOL 2012 — 2013
Master of Science, Finance; Corporate Finance
University of California, Irvine 2008 — 2011
Bachelor of Science, Mathematics; Economics
University of California, Irvine 2008 — 2011
Bachelor of Art, Quantitative Economics
John Ekeanyanwu's Ameriprise Financial Services, Inc. Experience September 1997 - Present
Job Platinum Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1997 - Present
Comcast Cable Vision 1988 - 1996
Education
University of Arkansas at Little Rock 1992 — 1994
Master of Business Administration (MBA), Finance
University of Arkansas at Little Rock 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Ameriprise Financial Services, Inc. September 1997 - Present
Comcast Cable Vision 1988 - 1996
Education
University of Arkansas at Little Rock 1992 — 1994
Master of Business Administration (MBA), Finance
University of Arkansas at Little Rock 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Sean Buxton, CFP®'s Ameriprise Financial Services, Inc. Experience August 2003 - August 2004
Job Senior Wealth Advisor at Legacy Capital Group
Industry Financial Services
Experience
Legacy Capital Group January 2014 - Present
Beacon Pointe Wealth Advisors (Formerly Excelcia) January 2008 - January 2014
West Hall Properties January 2008 - December 2013
The Private Consulting Group August 2004 - September 2007
Ameriprise Financial Services, Inc. August 2003 - August 2004
Skills
Strategic Financial..., Estate Planning, Investments, Insurance, Retirement Planning, Wealth Management, Financial Planners, Customer Service, Wealth, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies
Education
University of Arizona 1999 — 2002
BA, Economics; Creative Writing
Los Gatos High School
Legacy Capital Group January 2014 - Present
Beacon Pointe Wealth Advisors (Formerly Excelcia) January 2008 - January 2014
West Hall Properties January 2008 - December 2013
The Private Consulting Group August 2004 - September 2007
Ameriprise Financial Services, Inc. August 2003 - August 2004
Skills
Strategic Financial..., Estate Planning, Investments, Insurance, Retirement Planning, Wealth Management, Financial Planners, Customer Service, Wealth, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies
Education
University of Arizona 1999 — 2002
BA, Economics; Creative Writing
Los Gatos High School
Derek Lew, CFP® Derek Lew, CFP®'s Ameriprise Financial Services, Inc. Experience January 2004 - July 2007
Job Participant Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America July 2007 - Present
Ameriprise Financial Services, Inc. January 2004 - July 2007
DDB/OMD January 2001 - July 2003
KSL Media March 1999 - December 2000
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Asset Allocation, Financial Advisory, Investment Advisory, Investment Strategies, Portfolio Management, Securities, Equities, Insurance, Fixed Annuities, Variable Annuities, 401k, Pensions, IRAs, Wealth Management, Series 7, Retirement, Mutual Funds
Education
University of California, Davis 1994 — 1997
Bachelor's Degree, Speech Communication and Rhetoric, 3.2
University of California, Riverside 1992 — 1994
I transferred out of Riverside after my sophomore year, General Studies
Mutual of America July 2007 - Present
Ameriprise Financial Services, Inc. January 2004 - July 2007
DDB/OMD January 2001 - July 2003
KSL Media March 1999 - December 2000
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Asset Allocation, Financial Advisory, Investment Advisory, Investment Strategies, Portfolio Management, Securities, Equities, Insurance, Fixed Annuities, Variable Annuities, 401k, Pensions, IRAs, Wealth Management, Series 7, Retirement, Mutual Funds
Education
University of California, Davis 1994 — 1997
Bachelor's Degree, Speech Communication and Rhetoric, 3.2
University of California, Riverside 1992 — 1994
I transferred out of Riverside after my sophomore year, General Studies
Sean Jeong Sean Jeong's Ameriprise Financial Services, Inc. Experience October 2009 - August 2011
Job Associate at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2014 - Present
California Attorney General's Office June 2012 - August 2012
Ameriprise Financial Services, Inc. October 2009 - August 2011
Education
University of Chicago Law School 2011 — 2014
Juris Doctor (J.D.)
University of California, Berkeley 2006 — 2009
Bachelor's Degree, Psychology, Economics
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2014 - Present
California Attorney General's Office June 2012 - August 2012
Ameriprise Financial Services, Inc. October 2009 - August 2011
Education
University of Chicago Law School 2011 — 2014
Juris Doctor (J.D.)
University of California, Berkeley 2006 — 2009
Bachelor's Degree, Psychology, Economics
Melinda Roark Melinda Roark's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Senior Registered Client Associate
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Wells Fargo Advisors June 2003 - January 2014
Wells Fargo June 2001 - July 2003
National Bank of Alaska May 1999 - June 2001
Skills
Series 7
Education
University of Alaska Anchorage
Ameriprise Financial Services, Inc. September 2014 - Present
Wells Fargo Advisors June 2003 - January 2014
Wells Fargo June 2001 - July 2003
National Bank of Alaska May 1999 - June 2001
Skills
Series 7
Education
University of Alaska Anchorage
Michael Currier Michael Currier's Ameriprise Financial Services, Inc. Experience June 1998 - June 2007
Job Examiner at Examination Resources, LLC
Industry Management Consulting
Experience
Examination Resources, LLC November 2014 - Present
RiverSource Life Insurance Co. of New York at Ameriprise Financial Services, Inc. July 2007 - October 2014
Ameriprise Financial Services, Inc. June 1998 - June 2007
Ameriprise Financial Services, Inc. September 1995 - May 1998
Skills
Regulatory Operations, Financial Services, Insurance Regulatory, Compliance, Operations Management, Customer Service, Strategic Planning, Offshoring, Outsourcing, Risk Assessment, Life Insurance, Fixed Annuities, Variable Annuities, Variable Life, Strategic Communications, Series 24, Series 7, Series 63, Vendor Management, Insurance, Business Analysis, Strategy
Education
State University of New York at Albany 1989 — 1991
Bachelor of Arts (B.A.), Economics
LeMoyne College 1987 — 1989
Examination Resources, LLC November 2014 - Present
RiverSource Life Insurance Co. of New York at Ameriprise Financial Services, Inc. July 2007 - October 2014
Ameriprise Financial Services, Inc. June 1998 - June 2007
Ameriprise Financial Services, Inc. September 1995 - May 1998
Skills
Regulatory Operations, Financial Services, Insurance Regulatory, Compliance, Operations Management, Customer Service, Strategic Planning, Offshoring, Outsourcing, Risk Assessment, Life Insurance, Fixed Annuities, Variable Annuities, Variable Life, Strategic Communications, Series 24, Series 7, Series 63, Vendor Management, Insurance, Business Analysis, Strategy
Education
State University of New York at Albany 1989 — 1991
Bachelor of Arts (B.A.), Economics
LeMoyne College 1987 — 1989
Chris Yeung Chris Yeung's Ameriprise Financial Services, Inc. Experience March 2011 - October 2011
Job Project Design Associate at MSC Software
Industry Mechanical or Industrial Engineering
Experience
MSC Software July 2013 - Present
Southwestern Performance Technology, Inc February 2012 - January 2014
MSC Software June 2012 - June 2013
UCI Department of Chemical Engineering and Material Science March 2011 - June 2013
UCI SAE Racecar Engineering December 2011 - June 2012
Ameriprise Financial Services, Inc. March 2011 - October 2011
Skills
CAD, Solidworks, Engineering, Microsoft Office, Microsoft Excel, Product Design, Matlab, Finite Element Analysis, Machining, Mastercam, C, PowerPoint, Mechanical Engineering, Simulations, Microsoft Word, R&D, 3D Printing, Meshmixer, Makerware, ReplicatorG, Relational Databases, MIG/TIG welding, SimManager, MaterialsCenter, CNC operation (Haas,..., XML, Labview, Materials Science, Testing, SolidWorks
Education
University of California, Los Angeles 2014 — 2017
MS, Material Science Engineering
University of California, Irvine 2008 — 2013
BS, Mechanical and Material Science Engineering
MSC Software July 2013 - Present
Southwestern Performance Technology, Inc February 2012 - January 2014
MSC Software June 2012 - June 2013
UCI Department of Chemical Engineering and Material Science March 2011 - June 2013
UCI SAE Racecar Engineering December 2011 - June 2012
Ameriprise Financial Services, Inc. March 2011 - October 2011
Skills
CAD, Solidworks, Engineering, Microsoft Office, Microsoft Excel, Product Design, Matlab, Finite Element Analysis, Machining, Mastercam, C, PowerPoint, Mechanical Engineering, Simulations, Microsoft Word, R&D, 3D Printing, Meshmixer, Makerware, ReplicatorG, Relational Databases, MIG/TIG welding, SimManager, MaterialsCenter, CNC operation (Haas,..., XML, Labview, Materials Science, Testing, SolidWorks
Education
University of California, Los Angeles 2014 — 2017
MS, Material Science Engineering
University of California, Irvine 2008 — 2013
BS, Mechanical and Material Science Engineering
Philip Delord Philip Delord's Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2008 - Present
Education
University of Arizona 1989 — 1993
BS, Finance
Ameriprise Financial Services, Inc. October 2008 - Present
Education
University of Arizona 1989 — 1993
BS, Finance
Paige Kuypers's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Marketing Leadership Development Program at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
EatStreet August 2014 - November 2014
Kohl's Department Stores May 2014 - July 2014
WisGo.com August 2013 - January 2014
Lands' End June 2013 - August 2013
Twigs of Madison May 2012 - July 2013
University of Wisconsin-Madison May 2012 - August 2012
Hy Cite Corporation May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Spanish, Microsoft Word, Customer Service, Social Media, Outlook, Teamwork, Social Networking, Team Leadership, Merchandising, Management, Fundraising, Marketing, Budgets, Social Media Marketing, Strategy, Sales, Event Planning
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor of Business Administration (BBA), Marketing and International Business, 3.9
University College Dublin 2014 — 2014
Bachelor of Business Administration (B.B.A.), Marketing & International Business
Edgewood High School of the Sacred Heart 2007 — 2011
High School, 4.02
Ameriprise Financial Services, Inc. July 2015 - Present
EatStreet August 2014 - November 2014
Kohl's Department Stores May 2014 - July 2014
WisGo.com August 2013 - January 2014
Lands' End June 2013 - August 2013
Twigs of Madison May 2012 - July 2013
University of Wisconsin-Madison May 2012 - August 2012
Hy Cite Corporation May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Spanish, Microsoft Word, Customer Service, Social Media, Outlook, Teamwork, Social Networking, Team Leadership, Merchandising, Management, Fundraising, Marketing, Budgets, Social Media Marketing, Strategy, Sales, Event Planning
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor of Business Administration (BBA), Marketing and International Business, 3.9
University College Dublin 2014 — 2014
Bachelor of Business Administration (B.B.A.), Marketing & International Business
Edgewood High School of the Sacred Heart 2007 — 2011
High School, 4.02
Brandon Gatzke Brandon Gatzke's Ameriprise Financial Services, Inc. Experience January 2012 - May 2012
Job Senior Merchandise Planning Business Analyst at Target
Industry Financial Services
Experience
Target June 2014 - Present
HGA October 2013 - May 2014
University of St. Thomas September 2010 - December 2013
Target June 2013 - August 2013
SUPERVALU June 2012 - August 2012
Ameriprise Financial Services, Inc. January 2012 - May 2012
University of St. Thomas January 2011 - February 2012
Skills
Retail Financing, Retail Sales Analysis, Merchandise Planning, Finance, Strategic Planning, Business Strategy, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Team Leadership, Microsoft Excel, Microsoft Office, SharePoint, PowerPoint
Education
University of St. Thomas 2010 — 2013
Bachelor of Arts (B.A.), Finance, General
University of Arizona 2009 — 2010
Target June 2014 - Present
HGA October 2013 - May 2014
University of St. Thomas September 2010 - December 2013
Target June 2013 - August 2013
SUPERVALU June 2012 - August 2012
Ameriprise Financial Services, Inc. January 2012 - May 2012
University of St. Thomas January 2011 - February 2012
Skills
Retail Financing, Retail Sales Analysis, Merchandise Planning, Finance, Strategic Planning, Business Strategy, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Team Leadership, Microsoft Excel, Microsoft Office, SharePoint, PowerPoint
Education
University of St. Thomas 2010 — 2013
Bachelor of Arts (B.A.), Finance, General
University of Arizona 2009 — 2010
Dean Suzuki, CFP®, MBA Dean Suzuki, CFP®, MBA's Ameriprise Financial Services, Inc. Experience May 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Gliding Eagle Inc. April 2013 - Present
Ameriprise Financial Services, Inc. May 2009 - Present
UBS Financial Services 2004 - 2009
Professional Publications, Inc. 1992 - 2003
Education
University of California, Berkeley, Haas School of Business
MBA, Finance and Accounting
Gliding Eagle Inc. April 2013 - Present
Ameriprise Financial Services, Inc. May 2009 - Present
UBS Financial Services 2004 - 2009
Professional Publications, Inc. 1992 - 2003
Education
University of California, Berkeley, Haas School of Business
MBA, Finance and Accounting
Alex Dinges Alex Dinges's Ameriprise Financial Services, Inc. Experience January 2013 - April 2013
Job Bank Examination Specialist for the Alabama Banking Department
Industry Banking
Experience
Alabama Banking Department August 2013 - Present
Ameriprise Financial Services, Inc. January 2013 - April 2013
University Downs June 2011 - September 2011
Skills
Financial Analysis, Finance, Teamwork, Sales, Public Speaking, Team Leadership, Microsoft Excel, Data Analysis, Leadership, Banking, Financial Services, Managerial Accounting, Customer Service, Research, Windows
Education
University of Alabama 2009 — 2013
BS, Finance, Banking and Financial Services
Alabama Banking Department August 2013 - Present
Ameriprise Financial Services, Inc. January 2013 - April 2013
University Downs June 2011 - September 2011
Skills
Financial Analysis, Finance, Teamwork, Sales, Public Speaking, Team Leadership, Microsoft Excel, Data Analysis, Leadership, Banking, Financial Services, Managerial Accounting, Customer Service, Research, Windows
Education
University of Alabama 2009 — 2013
BS, Finance, Banking and Financial Services
Jack Evans, CFP Jack Evans, CFP's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Certified Financial Planner with Jackson, Evans & Associates, a financial advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
UBS November 2002 - April 2009
Education
University of Alabama 1987 — 1991
Bachelor of Arts (B.A.), Communication & Information Sciences
Ameriprise Financial Services, Inc. April 2009 - Present
UBS November 2002 - April 2009
Education
University of Alabama 1987 — 1991
Bachelor of Arts (B.A.), Communication & Information Sciences
Rebecca Lacefield Rebecca Lacefield's Ameriprise Financial Services, Inc. Experience March 2010 - December 2013
Job Event Planner Business and Personal Events
Industry Events Services
Experience
Becky Sue Events January 2014 - Present
Ameriprise Financial Services, Inc. March 2010 - December 2013
Creative Memories May 2008 - November 2013
Canine Companions for Independence August 1996 - January 2004
Skills
Event Palnning and..., Strategic Planning, Event Planning, Outlook, Coaching, Public Speaking, Leadership Development, Team Building, Marketing, Customer Service, Microsoft Excel, Process Improvement, Leadership, Training, Nonprofits, Sales
Education
University of California, Davis 1992 — 1996
Bachelor of Science (B.S.), Human Development and Animal Studies
Becky Sue Events January 2014 - Present
Ameriprise Financial Services, Inc. March 2010 - December 2013
Creative Memories May 2008 - November 2013
Canine Companions for Independence August 1996 - January 2004
Skills
Event Palnning and..., Strategic Planning, Event Planning, Outlook, Coaching, Public Speaking, Leadership Development, Team Building, Marketing, Customer Service, Microsoft Excel, Process Improvement, Leadership, Training, Nonprofits, Sales
Education
University of California, Davis 1992 — 1996
Bachelor of Science (B.S.), Human Development and Animal Studies
Sean Bourne Sean Bourne's Ameriprise Financial Services, Inc. Experience July 2013 - December 2014
Job Financial Analyst at Turning Point Consulting
Industry Financial Services
Experience
Turning Point Consulting August 2015 - Present
3xEquity February 2014 - July 2015
Ameriprise Financial Services, Inc. July 2013 - December 2014
Tucson Ford Dealers Aquatics August 2010 - January 2014
Universal TranWare, LLC. April 2013 - August 2013
CBRE May 2012 - August 2012
Desert Dolphins Masters Swimming September 2011 - May 2012
Skills
Strategic Planning, Leadership, Team Building, Public Speaking, Event Planning, Project Management, Marketing, Social Media, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Coaching, Social Networking, Customer Service, Training, Social Media Marketing, Time Management, Research, Microsoft Word, Corporate Real Estate, Swimming, Real Estate Development, Financial Analysis, Financial Modeling, Real Estate Economics, Swim Instruction, Real Estate, Leases
Education
University of Arizona, Eller College of Management
Bachelor's Degree, Finance
Turning Point Consulting August 2015 - Present
3xEquity February 2014 - July 2015
Ameriprise Financial Services, Inc. July 2013 - December 2014
Tucson Ford Dealers Aquatics August 2010 - January 2014
Universal TranWare, LLC. April 2013 - August 2013
CBRE May 2012 - August 2012
Desert Dolphins Masters Swimming September 2011 - May 2012
Skills
Strategic Planning, Leadership, Team Building, Public Speaking, Event Planning, Project Management, Marketing, Social Media, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Coaching, Social Networking, Customer Service, Training, Social Media Marketing, Time Management, Research, Microsoft Word, Corporate Real Estate, Swimming, Real Estate Development, Financial Analysis, Financial Modeling, Real Estate Economics, Swim Instruction, Real Estate, Leases
Education
University of Arizona, Eller College of Management
Bachelor's Degree, Finance
Robin Gann Robin Gann's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Certified Financial Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Strategic Financial Partners September 2007 - May 2012
Colonial Life 2005 - 2007
Colonial Life 2005 - 2007
Acxiom August 1999 - September 2006
Education
University of Arkansas at Little Rock 1995 — 1999
Bachelor's degree, Finance, General
Mount St. Mary Academy Little Rock 1991 — 1995
High School
Ameriprise Financial Services, Inc. June 2012 - Present
Strategic Financial Partners September 2007 - May 2012
Colonial Life 2005 - 2007
Colonial Life 2005 - 2007
Acxiom August 1999 - September 2006
Education
University of Arkansas at Little Rock 1995 — 1999
Bachelor's degree, Finance, General
Mount St. Mary Academy Little Rock 1991 — 1995
High School
T Justin Cato T Justin Cato's Ameriprise Financial Services, Inc. Experience 1997 - Present
Job Financial Advisor, CRPC®
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1997 - Present
Education
University of Alabama in Huntsville
BS/BA, Finance
Ameriprise Financial Services, Inc. 1997 - Present
Education
University of Alabama in Huntsville
BS/BA, Finance
Michelle N. Pollak, CFP Michelle N. Pollak, CFP's Ameriprise Financial Services, Inc. Experience July 2002 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER practitioner, Pollak & Pollak Wealth Management, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2002 - Present
Pollak & Pollak Wealth Management, a private wealth advisory practice of Ameriprise Financial July 2002 - Present
Education
University of California, Berkeley, Haas School of Business
Ameriprise Financial Services, Inc. July 2002 - Present
Pollak & Pollak Wealth Management, a private wealth advisory practice of Ameriprise Financial July 2002 - Present
Education
University of California, Berkeley, Haas School of Business
Juna Song Juna Song's Ameriprise Financial Services, Inc. Experience May 2011 - September 2011
Job Student at University of California, Berkeley
Industry Legal Services
Experience
Office of Assemblywoman Nancy Skinner May 2013 - August 2013
Global Brigades, Inc. April 2012 - May 2012
The Future Leaders Institute January 2012 - May 2012
Associated Students of the University of California July 2011 - May 2012
Zelle Hofmann December 2012 - 2012
Ameriprise Financial Services, Inc. May 2011 - September 2011
US Congress June 2009 - August 2009
Skills
PowerPoint, Community Outreach, Microsoft Office, Microsoft Excel, Social Media, International..., Microsoft Word, Research, Public Speaking, International Relations, Economics, Public Policy, Data Analysis, French, Leadership, Event Planning, Statistics, Legal Research, International Political..., Economic Development
Education
University of California, Berkeley
Bachelor of Arts (BA), Political Science
Dougherty Valley High School
Office of Assemblywoman Nancy Skinner May 2013 - August 2013
Global Brigades, Inc. April 2012 - May 2012
The Future Leaders Institute January 2012 - May 2012
Associated Students of the University of California July 2011 - May 2012
Zelle Hofmann December 2012 - 2012
Ameriprise Financial Services, Inc. May 2011 - September 2011
US Congress June 2009 - August 2009
Skills
PowerPoint, Community Outreach, Microsoft Office, Microsoft Excel, Social Media, International..., Microsoft Word, Research, Public Speaking, International Relations, Economics, Public Policy, Data Analysis, French, Leadership, Event Planning, Statistics, Legal Research, International Political..., Economic Development
Education
University of California, Berkeley
Bachelor of Arts (BA), Political Science
Dougherty Valley High School
Joyce Wong, CFP® Joyce Wong, CFP®'s Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Yahoo! November 2007 - April 2009
Williams-Sonoma, Inc. January 2006 - November 2007
L-3 Communications July 2005 - October 2005
Education
University of California, Berkeley
Bachelor of Science, Integrative Biology
Ameriprise Financial Services, Inc. April 2009 - Present
Yahoo! November 2007 - April 2009
Williams-Sonoma, Inc. January 2006 - November 2007
L-3 Communications July 2005 - October 2005
Education
University of California, Berkeley
Bachelor of Science, Integrative Biology
Christopher Kan Christopher Kan's Ameriprise Financial Services, Inc. Experience January 2004 - August 2006
Job Assistant Controller at Makena Capital Management, LLC
Industry Financial Services
Experience
Makena Capital Management, LLC January 2015 - Present
Makena Capital Management, LLC July 2014 - December 2014
Citco Fund Services January 2014 - July 2014
Citco Fund Services January 2011 - December 2013
Citco Fund Services July 2008 - December 2010
Citco Fund Services January 2008 - June 2008
Citco Fund Services January 2007 - December 2007
Ameriprise Financial Services, Inc. January 2004 - August 2006
Education
University of California, Davis
Makena Capital Management, LLC January 2015 - Present
Makena Capital Management, LLC July 2014 - December 2014
Citco Fund Services January 2014 - July 2014
Citco Fund Services January 2011 - December 2013
Citco Fund Services July 2008 - December 2010
Citco Fund Services January 2008 - June 2008
Citco Fund Services January 2007 - December 2007
Ameriprise Financial Services, Inc. January 2004 - August 2006
Education
University of California, Davis
Chandru Ramachandran MBA, CRPC®, ChFC® Chandru Ramachandran MBA, CRPC®, ChFC®'s Ameriprise Financial Services, Inc. Experience February 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1997 - Present
International Monetary Fund January 1993 - January 1997
Education
University of Baltimore 1990 — 1991
Master of Business Administration (MBA), Finance
University of Baltimore 1987 — 1990
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. February 1997 - Present
International Monetary Fund January 1993 - January 1997
Education
University of Baltimore 1990 — 1991
Master of Business Administration (MBA), Finance
University of Baltimore 1987 — 1990
Bachelor of Science, Finance
Michelle Nguyen Monticello, EA's Ameriprise Financial Services, Inc. Experience May 2011 - Present
Job Master Tax Advisor at H&R Block
Industry Accounting
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
H&R Block December 2010 - Present
Interlink Financial Group August 1999 - August 2008
Skills
Tax Preparation, Tax, QuickBooks, Accounting, Account Reconciliation, Accounts Payable, Financial Reporting, Financial Analysis, Bookkeeping, Payroll, Microsoft Excel, Income Tax, Tax Accounting, Tax Advisory, Cash Flow
Education
University of California, Davis 1993 — 2003
BA
Ameriprise Financial Services, Inc. May 2011 - Present
H&R Block December 2010 - Present
Interlink Financial Group August 1999 - August 2008
Skills
Tax Preparation, Tax, QuickBooks, Accounting, Account Reconciliation, Accounts Payable, Financial Reporting, Financial Analysis, Bookkeeping, Payroll, Microsoft Excel, Income Tax, Tax Accounting, Tax Advisory, Cash Flow
Education
University of California, Davis 1993 — 2003
BA
Cassandra Gerdes Cassandra Gerdes's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Senior Process Analyst Business Architecture at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - March 2015
Ameriprise Financial Services, Inc. April 2011 - May 2013
Medtronic September 2010 - April 2011
ING Nederland January 2004 - December 2007
Skills
Project Management, Customer Service, Leadership, Process Improvement, Financial Analysis, Microsoft Excel, Process Efficiency, Employee Training, Problem Solving, Business Analysis, Account Management, Microsoft Office, SAP, PeopleSoft, PowerPoint, Microsoft Word, Data Analysis, Training, Accounting, Outlook, Finance, Insurance, Forecasting, Time Management, Analysis, Management
Education
University of St. Thomas 2012 — 2015
Masters of Business Administration (M.B.A.), Management
University of Arizona 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - March 2015
Ameriprise Financial Services, Inc. April 2011 - May 2013
Medtronic September 2010 - April 2011
ING Nederland January 2004 - December 2007
Skills
Project Management, Customer Service, Leadership, Process Improvement, Financial Analysis, Microsoft Excel, Process Efficiency, Employee Training, Problem Solving, Business Analysis, Account Management, Microsoft Office, SAP, PeopleSoft, PowerPoint, Microsoft Word, Data Analysis, Training, Accounting, Outlook, Finance, Insurance, Forecasting, Time Management, Analysis, Management
Education
University of St. Thomas 2012 — 2015
Masters of Business Administration (M.B.A.), Management
University of Arizona 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Thomas Kilcommons Thomas Kilcommons's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Fry's Food and Drug October 2014 - January 2015
Available June 2014 - October 2014
Merrill Edge October 2013 - May 2014
Merrill Edge July 2013 - October 2013
Charles Schwab August 2010 - August 2012
Charles Schwab March 2008 - August 2010
Charles Schwab February 1996 - March 2008
Nelson Staffing/ Nelson Personnel HR Solutions October 1995 - February 1996
Citi- Citibank/Citicorp Savings of California May 1994 - July 1995
Education
University of California, Berkeley 1984 — 1990
B.S., Political Economy of Natural Resources, emphasis in Developmental Economics, Water Resource Economic
Fairfield College Preparatory School 1980 — 1984
High School Diploma, High School/Secondary Diplomas and Certificates
Ameriprise Financial Services, Inc. January 2015 - Present
Fry's Food and Drug October 2014 - January 2015
Available June 2014 - October 2014
Merrill Edge October 2013 - May 2014
Merrill Edge July 2013 - October 2013
Charles Schwab August 2010 - August 2012
Charles Schwab March 2008 - August 2010
Charles Schwab February 1996 - March 2008
Nelson Staffing/ Nelson Personnel HR Solutions October 1995 - February 1996
Citi- Citibank/Citicorp Savings of California May 1994 - July 1995
Education
University of California, Berkeley 1984 — 1990
B.S., Political Economy of Natural Resources, emphasis in Developmental Economics, Water Resource Economic
Fairfield College Preparatory School 1980 — 1984
High School Diploma, High School/Secondary Diplomas and Certificates
Stuart Beale Stuart Beale's Ameriprise Financial Services, Inc. Experience October 2005 - August 2006
Job Retail Merchandising and Training Specalist at American Tire Distributors
Industry Automotive
Experience
American Tire Distributors November 2011 - Present
Wraser Pharmaceuticals October 2006 - October 2011
Ameriprise Financial Services, Inc. October 2005 - August 2006
Roly Poly Restaurant LLC March 2002 - July 2005
Skills
Account Management, Sales Operations, Cold Calling, Sales, Training, Business Development, Customer Service, Selling Skills, Marketing Strategy, New Business Development, Pharmaceutical Sales, Sales Process
Education
University of Alabama 2000 — 2005
Bachelor, Communication and Information Sciences; Public Relations
American Tire Distributors November 2011 - Present
Wraser Pharmaceuticals October 2006 - October 2011
Ameriprise Financial Services, Inc. October 2005 - August 2006
Roly Poly Restaurant LLC March 2002 - July 2005
Skills
Account Management, Sales Operations, Cold Calling, Sales, Training, Business Development, Customer Service, Selling Skills, Marketing Strategy, New Business Development, Pharmaceutical Sales, Sales Process
Education
University of Alabama 2000 — 2005
Bachelor, Communication and Information Sciences; Public Relations
Edwin Keith Edwin Keith's Ameriprise Financial Services, Inc. Experience October 2007 - June 2014
Job Financial Advisor, Senior Vice President at Synergy Wealth Management
Industry Financial Services
Experience
Synergy Wealth Management June 2014 - Present
Ameriprise Financial Services, Inc. October 2007 - June 2014
A.G. Edwards & Sons, Inc. November 1996 - September 2007
Merrill Lynch January 1992 - October 1996
Lexington Capital Management 1986 - 1991
StorageTek 1984 - 1986
Itel Corp 1977 - 1984
Skills
Retirement Planning, Investments, Insurance
Education
University of Arkansas at Fayetteville 1957 — 1962
BSIE, Industrial Engineering
Synergy Wealth Management June 2014 - Present
Ameriprise Financial Services, Inc. October 2007 - June 2014
A.G. Edwards & Sons, Inc. November 1996 - September 2007
Merrill Lynch January 1992 - October 1996
Lexington Capital Management 1986 - 1991
StorageTek 1984 - 1986
Itel Corp 1977 - 1984
Skills
Retirement Planning, Investments, Insurance
Education
University of Arkansas at Fayetteville 1957 — 1962
BSIE, Industrial Engineering
Felix Pu's Ameriprise Financial Services, Inc. Experience June 2013 - August 2013
Job Investment Banking Summer Analyst at Signal Hill Capital
Industry Financial Services
Experience
Signal Hill Capital June 2015 - August 2015
Caviar, Inc. October 2014 - December 2014
Atelier Advisors July 2014 - July 2014
Ameriprise Financial Services, Inc. June 2013 - August 2013
Kumon May 2011 - August 2012
Skills
Microsoft Office
Education
UC Berkeley 2012 — 2016
Bachelor's Degree, Statistics
OpenDoor 2013 — 2013
Bank of America Merrill Lynch: Inside an Investment Bank, Finance
Davis Senior High School 2009 — 2012
High School
Signal Hill Capital June 2015 - August 2015
Caviar, Inc. October 2014 - December 2014
Atelier Advisors July 2014 - July 2014
Ameriprise Financial Services, Inc. June 2013 - August 2013
Kumon May 2011 - August 2012
Skills
Microsoft Office
Education
UC Berkeley 2012 — 2016
Bachelor's Degree, Statistics
OpenDoor 2013 — 2013
Bank of America Merrill Lynch: Inside an Investment Bank, Finance
Davis Senior High School 2009 — 2012
High School
Ellis G Windle Jr., CRPC® Ellis G Windle Jr., CRPC®'s Ameriprise Financial Services, Inc. Experience 1999 - 2003
Job Financial Advisor, Hudson and Windle, A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Hudson, Steed & Windle, A financial advisory pratice of Ameriprise Financial Services, Inc. 2003 - Present
Ameriprise Financial Services, Inc. 1999 - 2003
Education
University of Alabama in Huntsville 1994 — 1999
Hudson, Steed & Windle, A financial advisory pratice of Ameriprise Financial Services, Inc. 2003 - Present
Ameriprise Financial Services, Inc. 1999 - 2003
Education
University of Alabama in Huntsville 1994 — 1999
Randy Laird Randy Laird's Ameriprise Financial Services, Inc. Experience October 2010 - Present
Job Financial Advisor, Vice President, Laird & Lundy Group, A financial advisory practice of Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2010 - Present
Morgan Stanley Smith Barney August 2005 - October 2010
Prudential Financial October 1999 - August 2005
Merrill Lynch July 1985 - October 1999
Education
University of Alabama at Birmingham 1974 — 1983
Bachelor of Science (BS), Marketing and Economics
Ameriprise Financial Services, Inc. October 2010 - Present
Morgan Stanley Smith Barney August 2005 - October 2010
Prudential Financial October 1999 - August 2005
Merrill Lynch July 1985 - October 1999
Education
University of Alabama at Birmingham 1974 — 1983
Bachelor of Science (BS), Marketing and Economics
Selina Soo Selina Soo's Ameriprise Financial Services, Inc. Experience May 1995 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1995 - Present
Fortune Financial June 1987 - April 1995
Education
University of California, Berkeley 1981 — 1985
BA, Sociology
Ameriprise Financial Services, Inc. May 1995 - Present
Fortune Financial June 1987 - April 1995
Education
University of California, Berkeley 1981 — 1985
BA, Sociology
James D. Sumpter, CFP James D. Sumpter, CFP's Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Financial Advisor, Associate Vice President, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Merrill Lynch May 2000 - March 2009
Prudential Securities September 1998 - May 2000
Education
University of Alabama 1988 — 1992
Bachelor of Science (B.S.), International Corporate Finance and Economics
Oneonta High School 1980 — 1988
Ameriprise Financial Services, Inc. March 2009 - Present
Merrill Lynch May 2000 - March 2009
Prudential Securities September 1998 - May 2000
Education
University of Alabama 1988 — 1992
Bachelor of Science (B.S.), International Corporate Finance and Economics
Oneonta High School 1980 — 1988
Josh Garbert's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Edward Jones April 2009 - August 2012
Merrill Lynch September 2008 - February 2009
Motorsports Source 2007 - 2008
Universal Technical Institute, Inc 2005 - 2007
NASCAR, Inc. 1993 - 2005
Education
University of Arizona 1989 — 1994
BS
Ameriprise Financial Services, Inc. August 2012 - Present
Edward Jones April 2009 - August 2012
Merrill Lynch September 2008 - February 2009
Motorsports Source 2007 - 2008
Universal Technical Institute, Inc 2005 - 2007
NASCAR, Inc. 1993 - 2005
Education
University of Arizona 1989 — 1994
BS
Stephen Harnden, CPA, CFP's Ameriprise Financial Services, Inc. Experience 1993 - Present
Job Private Wealth Advisor, Harnden & Associates, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1993 - Present
Ameriprise Financial Services, Inc. 1993 - 2008
Van Wazer and Associates 1981 - 1993
Education
University of Arizona 1973 — 1977
Bachelor of Science (B.S.), Engineering
Ameriprise Financial Services, Inc. 1993 - Present
Ameriprise Financial Services, Inc. 1993 - 2008
Van Wazer and Associates 1981 - 1993
Education
University of Arizona 1973 — 1977
Bachelor of Science (B.S.), Engineering
Anne Gamache CFP®, AAMS Anne Gamache CFP®, AAMS's Ameriprise Financial Services, Inc. Experience December 1985 - Present
Job Associate Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1985 - Present
Education
University of Arizona 1971 — 1975
BA, Merchandising
East Grand Rapids High School 1967 — 1971
Ameriprise Financial Services, Inc. December 1985 - Present
Education
University of Arizona 1971 — 1975
BA, Merchandising
East Grand Rapids High School 1967 — 1971
Scott Kindrick, CFP Scott Kindrick, CFP's Ameriprise Financial Services, Inc. Experience January 1986 - Present
Job Lyders and Associates A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1986 - Present
Arrow Automotive January 1984 - December 1985
Education
University of Arkansas at Fayetteville 1979 — 1984
BS, Marketing
Ameriprise Financial Services, Inc. January 1986 - Present
Arrow Automotive January 1984 - December 1985
Education
University of Arkansas at Fayetteville 1979 — 1984
BS, Marketing
Peter Huver Peter Huver's Ameriprise Financial Services, Inc. Experience July 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2003 - Present
Education
University of Alabama
Bachelors, Finance
Ameriprise Financial Services, Inc. July 2003 - Present
Education
University of Alabama
Bachelors, Finance
Susan McEuen,CFP®, ChFC® Susan McEuen,CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience February 1983 - Present
Job Private Wealth Advisor at McEuen and Associates, Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1983 - Present
Ameriprise Financial Services, Inc. 1983 - Present
Education
University of Arizona
Bachelor of Business Administration (B.B.A.)
Ameriprise Financial Services, Inc. February 1983 - Present
Ameriprise Financial Services, Inc. 1983 - Present
Education
University of Arizona
Bachelor of Business Administration (B.B.A.)
Derrick Coates Derrick Coates's Ameriprise Financial Services, Inc. Experience February 1998 - September 2004
Job Commission Auditor at Visalus Sciences
Industry Investment Management
Experience
Visalus Sciences March 2011 - Present
WSC ACADEMY HAZEL PARK SCHOOL DISTRICT September 2010 - July 2011
Towers Financial. November 2006 - December 2009
Wachovia Securities Financial Network October 2004 - November 2006
Ameriprise Financial Services, Inc. February 1998 - September 2004
Design and Construction May 1990 - August 1994
Skills
Investments, Forecasting, Financial Analysis, Finance, Customer Service
Education
University of Arkansas at Fayetteville 1985 — 1989
BS, Architecture
Visalus Sciences March 2011 - Present
WSC ACADEMY HAZEL PARK SCHOOL DISTRICT September 2010 - July 2011
Towers Financial. November 2006 - December 2009
Wachovia Securities Financial Network October 2004 - November 2006
Ameriprise Financial Services, Inc. February 1998 - September 2004
Design and Construction May 1990 - August 1994
Skills
Investments, Forecasting, Financial Analysis, Finance, Customer Service
Education
University of Arkansas at Fayetteville 1985 — 1989
BS, Architecture
Todd Mitman CRPC® Todd Mitman CRPC®'s Ameriprise Financial Services, Inc. Experience March 2005 - Present
Job Financial Advisor at Mitman, Reese and Associates,a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2005 - Present
American Express Financial Advisors October 2000 - October 2005
Ameriprise Financial Services, Inc. January 2003 - March 2005
Education
University of Alabama 1996 — 2000
BS, Consumer Science
College of Financial Planning
Ameriprise Financial Services, Inc. March 2005 - Present
American Express Financial Advisors October 2000 - October 2005
Ameriprise Financial Services, Inc. January 2003 - March 2005
Education
University of Alabama 1996 — 2000
BS, Consumer Science
College of Financial Planning
Robert Petrik Robert Petrik's Ameriprise Financial Services, Inc. Experience July 1988 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1988 - Present
Little Rock Air Force Base May 1983 - October 1986
Education
Webster University 1984 — 1987
Dual Masters in Human Resource Development and Business Administration, Small Business Administration/Management
University of Arkansas at Fayetteville 1970 — 1974
Secondary Education, Vocational Arts
Ameriprise Financial Services, Inc. July 1988 - Present
Little Rock Air Force Base May 1983 - October 1986
Education
Webster University 1984 — 1987
Dual Masters in Human Resource Development and Business Administration, Small Business Administration/Management
University of Arkansas at Fayetteville 1970 — 1974
Secondary Education, Vocational Arts
Jill Citron's Ameriprise Financial Services, Inc. Experience 2003 - 2008
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch March 2012 - July 2013
Chase Investment Services, Inc March 2011 - March 2012
Randall S. Linde & Associates March 2008 - March 2010
Ameriprise Financial Services, Inc. 2003 - 2008
Executive Counterparts 2001 - 2003
Skills
PowerPoint, Mutual Funds, Marketing Strategy, Finance, Securities, Wealth Management, Project Management, Business Development, IRAs, Series 7, Management, Fixed Annuities, Investment Advisory, 401k, Retirement Planning, Strategic Financial..., Singing, Asset Allocation, Series 63, Event Planning, Marketing, Investments, Asset Management, Estate Planning, Retirement
Education
University of California, Berkeley
BA
Merrill Lynch March 2012 - July 2013
Chase Investment Services, Inc March 2011 - March 2012
Randall S. Linde & Associates March 2008 - March 2010
Ameriprise Financial Services, Inc. 2003 - 2008
Executive Counterparts 2001 - 2003
Skills
PowerPoint, Mutual Funds, Marketing Strategy, Finance, Securities, Wealth Management, Project Management, Business Development, IRAs, Series 7, Management, Fixed Annuities, Investment Advisory, 401k, Retirement Planning, Strategic Financial..., Singing, Asset Allocation, Series 63, Event Planning, Marketing, Investments, Asset Management, Estate Planning, Retirement
Education
University of California, Berkeley
BA
William Lance Hocutt, CRPC William Lance Hocutt, CRPC's Ameriprise Financial Services, Inc. Experience December 1997 - September 2015
Job Lance Hocutt Financial Group, President and Founder
Industry Financial Services
Experience
Lance Hocutt Financial Group September 2015 - Present
TTU August 2007 - Present
Ameriprise Financial Services, Inc. December 1997 - September 2015
Education
University of Alabama 1995 — 1996
BS, Financial Planning
Texas Tech University
Ph.D. Candidate: Expected graduation December 2015, Financial Planning
Lance Hocutt Financial Group September 2015 - Present
TTU August 2007 - Present
Ameriprise Financial Services, Inc. December 1997 - September 2015
Education
University of Alabama 1995 — 1996
BS, Financial Planning
Texas Tech University
Ph.D. Candidate: Expected graduation December 2015, Financial Planning
Peter Haag, CRPC Peter Haag, CRPC's Ameriprise Financial Services, Inc. Experience June 1992 - Present
Job Financial Planner, Chartered Retirement Planning Counselor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1992 - Present
Education
University at Buffalo
Economics
Ameriprise Financial Services, Inc. June 1992 - Present
Education
University at Buffalo
Economics
Brad Hensley Brad Hensley's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
RBC Wealth Management March 2005 - July 2013
Education
University of Arizona
Marketing
Ameriprise Financial Services, Inc. August 2013 - Present
RBC Wealth Management March 2005 - July 2013
Education
University of Arizona
Marketing
Evan Foehrkolb Evan Foehrkolb's Ameriprise Financial Services, Inc. Experience
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Series 63, Estate Planning, Fixed Annuities, Investment Strategies, Portfolio Management, 401k
Education
University of Baltimore
Bachelor of Science (BS), Finance
Ameriprise Financial Services, Inc.
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Series 63, Estate Planning, Fixed Annuities, Investment Strategies, Portfolio Management, 401k
Education
University of Baltimore
Bachelor of Science (BS), Finance
Kristie Matsuoka Kristie Matsuoka's Ameriprise Financial Services, Inc. Experience August 2011 - May 2012
Job Business Career Foundation Program at Boeing
Industry Defense & Space
Experience
Boeing June 2013 - Present
University of Alabama January 2012 - May 2013
Qualcomm May 2012 - August 2012
Ameriprise Financial Services, Inc. August 2011 - May 2012
Northrop Grumman Corporation January 2009 - May 2009
Skills
Financial Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Statistics
Education
University of Alabama, Manderson Graduate School of Business 2011 — 2013
M.S., Finance
University of Alabama 2009 — 2013
M.S., B.S., Finance & Economics
Boeing June 2013 - Present
University of Alabama January 2012 - May 2013
Qualcomm May 2012 - August 2012
Ameriprise Financial Services, Inc. August 2011 - May 2012
Northrop Grumman Corporation January 2009 - May 2009
Skills
Financial Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Statistics
Education
University of Alabama, Manderson Graduate School of Business 2011 — 2013
M.S., Finance
University of Alabama 2009 — 2013
M.S., B.S., Finance & Economics
Ethan Mergen's Ameriprise Financial Services, Inc. Experience January 2015 - April 2015
Job Undergraduate at The University of Alabama
Industry
Experience
The University of Alabama April 2015 - Present
Sigma Chi Fraternity April 2015 - Present
UA Men's Club Soccer Team August 2014 - Present
Caesars Interactive Entertainment Inc. May 2015 - July 2015
Ameriprise Financial Services, Inc. January 2015 - April 2015
Inverness Country Club July 2014 - December 2014
Daylight Donuts May 2014 - August 2014
Southeastern Temperature Controls, Inc. June 2009 - January 2014
Skills
Leadership, Project Management, Strategic Planning, Public Speaking, Event Planning, Customer Service, Management, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office
Education
University of Alabama 2012 — 2016
Bachelor of Science in Commerce and Business Administration, Double Major in Finance and Hospitality Management, Sales Specialization, Senior. 3.4 GPA
The University of Alabama April 2015 - Present
Sigma Chi Fraternity April 2015 - Present
UA Men's Club Soccer Team August 2014 - Present
Caesars Interactive Entertainment Inc. May 2015 - July 2015
Ameriprise Financial Services, Inc. January 2015 - April 2015
Inverness Country Club July 2014 - December 2014
Daylight Donuts May 2014 - August 2014
Southeastern Temperature Controls, Inc. June 2009 - January 2014
Skills
Leadership, Project Management, Strategic Planning, Public Speaking, Event Planning, Customer Service, Management, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office
Education
University of Alabama 2012 — 2016
Bachelor of Science in Commerce and Business Administration, Double Major in Finance and Hospitality Management, Sales Specialization, Senior. 3.4 GPA
Alejandro G. Lewin's Ameriprise Financial Services, Inc. Experience 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2004 - Present
American Express Financial Advisors 1992 - 2004
Condor Trading - TradeLink 1987 - 1991
Perugia Bottier S.A.I.C. 1978 - 1982
Education
University of Southern California - Marshall School of Business 1984 — 1988
BSBA, Business, Entrepreneur Program
Universidad de Buenos Aires 1978 — 1982
Industrial Engineering
Colegio Nacional De Buenos Aires
Bachillerato
Ameriprise Financial Services, Inc. 2004 - Present
American Express Financial Advisors 1992 - 2004
Condor Trading - TradeLink 1987 - 1991
Perugia Bottier S.A.I.C. 1978 - 1982
Education
University of Southern California - Marshall School of Business 1984 — 1988
BSBA, Business, Entrepreneur Program
Universidad de Buenos Aires 1978 — 1982
Industrial Engineering
Colegio Nacional De Buenos Aires
Bachillerato
Jacqueline Kwong CRPC® Jacqueline Kwong CRPC®'s Ameriprise Financial Services, Inc. Experience
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.
Skills
Estate Planning..., Domestic Partner..., Tax Planning Strategies, Charitable Giving, Employee Stock Options, Executive Compensation..., Investments, Small Business, Retirement Income..., Wealth Preservation..., Women's Financial..., Retirement Planning...
Education
University of California, Berkeley 1998 — 2002
Bachelor’s Degree, Chemistry
University of California, Berkeley 1998 — 2002
Bachelor’s Degree, Biochemistry and Molecular Biology
Ameriprise Financial Services, Inc.
Skills
Estate Planning..., Domestic Partner..., Tax Planning Strategies, Charitable Giving, Employee Stock Options, Executive Compensation..., Investments, Small Business, Retirement Income..., Wealth Preservation..., Women's Financial..., Retirement Planning...
Education
University of California, Berkeley 1998 — 2002
Bachelor’s Degree, Chemistry
University of California, Berkeley 1998 — 2002
Bachelor’s Degree, Biochemistry and Molecular Biology
Eric Flaim, CRPC®, APMA® Eric Flaim, CRPC®, APMA®'s Ameriprise Financial Services, Inc. Experience April 2009 - May 2015
Job Independent Wealth Management Firm Owner
Industry Financial Services
Experience
Estate Planners of New England May 2015 - Present
Ameriprise Financial Services, Inc. April 2009 - May 2015
Banc of America Investments (Portsmouth NH) October 2005 - April 2009
Citizens Investment Services October 2003 - September 2005
NBC Sports October 2001 - March 2002
US Speedskating 1999 - 2000
Education
College of Saint Joseph 2000 — 2002
BS, Business management
The University of Calgary 1988 — 1991
Estate Planners of New England May 2015 - Present
Ameriprise Financial Services, Inc. April 2009 - May 2015
Banc of America Investments (Portsmouth NH) October 2005 - April 2009
Citizens Investment Services October 2003 - September 2005
NBC Sports October 2001 - March 2002
US Speedskating 1999 - 2000
Education
College of Saint Joseph 2000 — 2002
BS, Business management
The University of Calgary 1988 — 1991
Chuck Wada Chuck Wada's Ameriprise Financial Services, Inc. Experience July 1988 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1988 - Present
Education
University of California, Berkeley 1971 — 1975
B.A., philosophy
Ameriprise Financial Services, Inc. July 1988 - Present
Education
University of California, Berkeley 1971 — 1975
B.A., philosophy
Karen Ang's Ameriprise Financial Services, Inc. Experience March 2012 - April 2012
Job Secretary at City of Vallejo
Industry Philanthropy
Experience
City of Vallejo September 2014 - Present
Angelblood Publishing LLC February 2014 - Present
Groskopf Warehouse & Logistics April 2014 - September 2014
Randstad USA April 2014 - August 2014
Law Office of M.G. March 2012 - September 2012
Ameriprise Financial Services, Inc. March 2012 - April 2012
Vallejo Jazz Society June 2011 - August 2011
US Aloe Inc April 2010 - October 2010
TheOnlineGrapevine.com June 2009 - January 2010
Kaiser Permanente August 2005 - January 2010
Skills
Human Resources, Purchasing, Blogging, Social Networking, Administrative..., Event Planning, Data Entry, Microsoft Office, Outlook, Research, Public Speaking, Facebook, Non-profits, Community Outreach, PowerPoint, Leadership, Nonprofits, Social Media, Social Media Marketing, Time Management, Advertising, Event Management, Management, Recruiting, Fundraising, Newsletters, Editing, Marketing, Creative Writing, Team Building, Leadership Development, Customer Service, Microsoft Word
Education
University of California, Irvine 2000 — 2004
Bachelor's, Sociology, Political Science
Vallejo High School 1997 — 2000
Diploma, Honors, Advanced Placement
City of Vallejo September 2014 - Present
Angelblood Publishing LLC February 2014 - Present
Groskopf Warehouse & Logistics April 2014 - September 2014
Randstad USA April 2014 - August 2014
Law Office of M.G. March 2012 - September 2012
Ameriprise Financial Services, Inc. March 2012 - April 2012
Vallejo Jazz Society June 2011 - August 2011
US Aloe Inc April 2010 - October 2010
TheOnlineGrapevine.com June 2009 - January 2010
Kaiser Permanente August 2005 - January 2010
Skills
Human Resources, Purchasing, Blogging, Social Networking, Administrative..., Event Planning, Data Entry, Microsoft Office, Outlook, Research, Public Speaking, Facebook, Non-profits, Community Outreach, PowerPoint, Leadership, Nonprofits, Social Media, Social Media Marketing, Time Management, Advertising, Event Management, Management, Recruiting, Fundraising, Newsletters, Editing, Marketing, Creative Writing, Team Building, Leadership Development, Customer Service, Microsoft Word
Education
University of California, Irvine 2000 — 2004
Bachelor's, Sociology, Political Science
Vallejo High School 1997 — 2000
Diploma, Honors, Advanced Placement
Barry Blount Barry Blount's Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Education
University of Arizona
Ameriprise Financial Services, Inc. March 2009 - Present
Education
University of Arizona
Murphy Haugland Murphy Haugland's Ameriprise Financial Services, Inc. Experience June 2013 - August 2013
Job Account Executive at Yelp
Industry Public Relations and Communications
Experience
Yelp August 2014 - Present
The Outside Organisation June 2014 - August 2014
Journal Broadcast Group October 2012 - May 2014
Metzger Family Restaurants (The Abbey) October 2013 - March 2014
Ameriprise Financial Services, Inc. June 2013 - August 2013
University of Arizona Athletics (Baseball Team) February 2012 - May 2012
Brand Adoption September 2011 - December 2011
Phoenix Suns October 2008 - May 2010
Skills
Facebook, Social Media, Social Media Marketing, Public Relations, Social Networking, Event Planning, Media Relations, Marketing Communications, Customer Service, Advertising, Marketing, Press Releases, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Communication, Leadership, Customer Experience, Time Management, Research, English, Twitter, Pinterest, Instagram, Event Management, Editing
Education
University of Arizona 2010 — 2014
Bachelor of Arts (BA), Communication; Minor in Leadership Studies and Practice
Mountain Pointe High School 2006 — 2010
Yelp August 2014 - Present
The Outside Organisation June 2014 - August 2014
Journal Broadcast Group October 2012 - May 2014
Metzger Family Restaurants (The Abbey) October 2013 - March 2014
Ameriprise Financial Services, Inc. June 2013 - August 2013
University of Arizona Athletics (Baseball Team) February 2012 - May 2012
Brand Adoption September 2011 - December 2011
Phoenix Suns October 2008 - May 2010
Skills
Facebook, Social Media, Social Media Marketing, Public Relations, Social Networking, Event Planning, Media Relations, Marketing Communications, Customer Service, Advertising, Marketing, Press Releases, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Communication, Leadership, Customer Experience, Time Management, Research, English, Twitter, Pinterest, Instagram, Event Management, Editing
Education
University of Arizona 2010 — 2014
Bachelor of Arts (BA), Communication; Minor in Leadership Studies and Practice
Mountain Pointe High School 2006 — 2010
Galen McKay Galen McKay's Ameriprise Financial Services, Inc. Experience December 1999 - Present
Job Registered Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1999 - Present
Ameriprise Financial December 1999 - Present
Skills
Asset Allocation, Investments, Mutual Funds, Retirement, Retirement Planning, Saving for Education, Securities, Series 24, Series 63, Financial Planning, Series 7
Education
University of Alabama 1979 — 1993
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. December 1999 - Present
Ameriprise Financial December 1999 - Present
Skills
Asset Allocation, Investments, Mutual Funds, Retirement, Retirement Planning, Saving for Education, Securities, Series 24, Series 63, Financial Planning, Series 7
Education
University of Alabama 1979 — 1993
Bachelor of Science (B.S.), Finance, General
Candace Swaim Candace Swaim's Ameriprise Financial Services, Inc. Experience February 2010 - Present
Job Client relationship representative at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2010 - Present
Education
University of Alabama
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Bob Jones High School
high school diploma
Ameriprise Financial Services, Inc. February 2010 - Present
Education
University of Alabama
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Bob Jones High School
high school diploma
Steven Leininger Steven Leininger's Ameriprise Financial Services, Inc. Experience February 2013 - May 2013
Job Business Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - May 2013
Kent H. Landsberg 2006 - 2008
Skills
Financial Analysis, Seris 66, Series 7, Sales, Salesforce.com, Customer Service
Education
Webster University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
UC Berkeley 2003 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General, 3.0
Ameriprise Financial Services, Inc. February 2013 - May 2013
Kent H. Landsberg 2006 - 2008
Skills
Financial Analysis, Seris 66, Series 7, Sales, Salesforce.com, Customer Service
Education
Webster University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
UC Berkeley 2003 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General, 3.0
Christopher G. Murphy, CFP, ChFC, MBA, APMA Christopher G. Murphy, CFP, ChFC, MBA, APMA's Ameriprise Financial Services, Inc. Experience September 1988 - Present
Job Private Wealth Advisor, Senior Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1988 - Present
Paine Webber 1987 - 1988
EF Hutton Group, Inc. 1985 - 1987
Education
University of Bridgeport 1980 — 1982
M.B.A & B.S., Marketing
Ameriprise Financial Services, Inc. September 1988 - Present
Paine Webber 1987 - 1988
EF Hutton Group, Inc. 1985 - 1987
Education
University of Bridgeport 1980 — 1982
M.B.A & B.S., Marketing
Mark L. Byars, ChFC Mark L. Byars, ChFC's Ameriprise Financial Services, Inc. Experience January 1995 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1995 - Present
Bombardier Capital January 2000 - January 2005
Education
University of Alabama 1985 — 1989
BA, Financial Management
Ameriprise Financial Services, Inc. January 1995 - Present
Bombardier Capital January 2000 - January 2005
Education
University of Alabama 1985 — 1989
BA, Financial Management
Lee Cooper, CFP®, ChFC® Lee Cooper, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience February 1987 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1987 - Present
Education
University of Arizona 1978 — 1979
MA, Oriental Studies
Ameriprise Financial Services, Inc. February 1987 - Present
Education
University of Arizona 1978 — 1979
MA, Oriental Studies
Stephanie Kinnunen, CFP®,CRPC® Stephanie Kinnunen, CFP®,CRPC®'s Ameriprise Financial Services, Inc. Experience September 2002 - Present
Job Financial Advisor | Business Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2002 - Present
Blockbuster February 1996 - March 2002
Free Consulting 1986 - 1996
Skills
Retirement Planning, Wealth Management, Small Business, Finance, Insurance, Estate Planning, Real Estate, Tax, Strategic Financial..., Series 7, Investments, Retirement, Mutual Funds, Financial Analysis, Asset Allocation
Education
State University of New York at Albany
Moore High School
Ameriprise Financial Services, Inc. September 2002 - Present
Blockbuster February 1996 - March 2002
Free Consulting 1986 - 1996
Skills
Retirement Planning, Wealth Management, Small Business, Finance, Insurance, Estate Planning, Real Estate, Tax, Strategic Financial..., Series 7, Investments, Retirement, Mutual Funds, Financial Analysis, Asset Allocation
Education
State University of New York at Albany
Moore High School
Matt Stanfield Matt Stanfield's Ameriprise Financial Services, Inc. Experience 2001 - 2006
Job Account Executive at Ricoh Americas Corporation
Industry Information Technology and Services
Experience
Ricoh Americas Corporation February 2015 - Present
Little Rock Police Department August 2014 - September 2014
Arkansas Teacher Retirement System June 2014 - August 2014
Arkansas Public Employees Retirement System 2011 - 2014
Allstate Financial Services, LLC 2008 - 2011
John Hancock Financial Services 2006 - 2008
Ameriprise Financial Services, Inc. 2001 - 2006
Skills
Customer Service, Microsoft Excel, Research, Management, Microsoft Word, Microsoft Office, Investments
Education
University of Arkansas
Drama and Dramatics/Theatre Arts, General / Business Finance
Ricoh Americas Corporation February 2015 - Present
Little Rock Police Department August 2014 - September 2014
Arkansas Teacher Retirement System June 2014 - August 2014
Arkansas Public Employees Retirement System 2011 - 2014
Allstate Financial Services, LLC 2008 - 2011
John Hancock Financial Services 2006 - 2008
Ameriprise Financial Services, Inc. 2001 - 2006
Skills
Customer Service, Microsoft Excel, Research, Management, Microsoft Word, Microsoft Office, Investments
Education
University of Arkansas
Drama and Dramatics/Theatre Arts, General / Business Finance
Bern Wilkinson Bern Wilkinson's Ameriprise Financial Services, Inc. Experience 2008 - 2009
Job Partner, AccuSearch International
Industry Staffing and Recruiting
Experience
AccuSearch International November 2014 - Present
Mutual of Omaha April 2014 - November 2014
The Onin Group July 2012 - March 2014
TWG, Inc 2009 - July 2012
Ameriprise Financial Services, Inc. 2008 - 2009
St. Vincent’s Health System 2002 - 2007
Highland Search Group 2000 - 2002
Skills
Employee Relations, Recruiting, Healthcare, Talent Acquisition, Onboarding, Strategic Planning, Hospitals, Technical Recruiting, New Business Development, Business Development, Cold Calling, Temporary Placement, Applicant Tracking..., Staffing Services, Permanent Placement, Contract Recruitment, Employee Benefits, Temporary Staffing, Sourcing, Internet Recruiting, Executive Search, Talent Management, Leadership, Human Resources, College Recruiting, Benefits Negotiation, Hiring, Building Relationships, Training, Recruitment Advertising, Screening Resumes, Interviews, Performance Management, Screening, Employee Training, HRIS, Succession Planning, Sales, Search
Education
University of Alabama
Finance/Economics
AccuSearch International November 2014 - Present
Mutual of Omaha April 2014 - November 2014
The Onin Group July 2012 - March 2014
TWG, Inc 2009 - July 2012
Ameriprise Financial Services, Inc. 2008 - 2009
St. Vincent’s Health System 2002 - 2007
Highland Search Group 2000 - 2002
Skills
Employee Relations, Recruiting, Healthcare, Talent Acquisition, Onboarding, Strategic Planning, Hospitals, Technical Recruiting, New Business Development, Business Development, Cold Calling, Temporary Placement, Applicant Tracking..., Staffing Services, Permanent Placement, Contract Recruitment, Employee Benefits, Temporary Staffing, Sourcing, Internet Recruiting, Executive Search, Talent Management, Leadership, Human Resources, College Recruiting, Benefits Negotiation, Hiring, Building Relationships, Training, Recruitment Advertising, Screening Resumes, Interviews, Performance Management, Screening, Employee Training, HRIS, Succession Planning, Sales, Search
Education
University of Alabama
Finance/Economics
Douglas Emitte's Ameriprise Financial Services, Inc. Experience August 2011 - March 2013
Job Wealth Management
Industry Financial Services
Experience
DAE Capital Strategies March 2013 - Present
Ameriprise Financial Services, Inc. August 2011 - March 2013
FOX40 News November 2011 - October 2012
Morgan Stanley Smith Barney March 2009 - August 2011
Wells Fargo Investments June 2001 - March 2009
Morgan Stanley Dean Witter March 1997 - June 2001
Skills
Strategic Partnerships, Finance, Wealth Management, Retirement Planning, Investments, Strategic Planning, Small Business, Business Development, 401k Rollovers, New Business Development, Long Term Care Insurance, Disability Insurance, Variable Annuities, Fixed Income Strategies, Indexed Annuities, 529 Plans, SEP IRA, Life Insurance, Small Business..., Qualified Retirement..., Roth IRA, Donor Advised Funds, Risk Management, Retirement Income..., Estate Planning, Charitable Gift Planning
Education
University of California, Davis 1989 — 1992
B.A., Communications
DAE Capital Strategies March 2013 - Present
Ameriprise Financial Services, Inc. August 2011 - March 2013
FOX40 News November 2011 - October 2012
Morgan Stanley Smith Barney March 2009 - August 2011
Wells Fargo Investments June 2001 - March 2009
Morgan Stanley Dean Witter March 1997 - June 2001
Skills
Strategic Partnerships, Finance, Wealth Management, Retirement Planning, Investments, Strategic Planning, Small Business, Business Development, 401k Rollovers, New Business Development, Long Term Care Insurance, Disability Insurance, Variable Annuities, Fixed Income Strategies, Indexed Annuities, 529 Plans, SEP IRA, Life Insurance, Small Business..., Qualified Retirement..., Roth IRA, Donor Advised Funds, Risk Management, Retirement Income..., Estate Planning, Charitable Gift Planning
Education
University of California, Davis 1989 — 1992
B.A., Communications
Quyen Thai, CFP®'s Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job CERTIFIED FINANCIAL PLANNER™practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
Chase December 2009 - February 2011
Ameriprise Financial Services, Inc. October 2005 - December 2009
Education
UC Davis 1996 — 2000
Bachelor of Arts (B.A.), Economics and Political Science
Ameriprise Financial Services, Inc. April 2011 - Present
Chase December 2009 - February 2011
Ameriprise Financial Services, Inc. October 2005 - December 2009
Education
UC Davis 1996 — 2000
Bachelor of Arts (B.A.), Economics and Political Science
Richard Stoner Richard Stoner's Ameriprise Financial Services, Inc. Experience November 2008 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - Present
H&R Block Financial Advisors, Inc. February 1995 - November 2008
H&R Block Financial Advisors, Inc. January 2001 - June 2002
Education
University of Alabama 1985 — 1989
BS, Corporate Finance and Investment Management
Ameriprise Financial Services, Inc. November 2008 - Present
H&R Block Financial Advisors, Inc. February 1995 - November 2008
H&R Block Financial Advisors, Inc. January 2001 - June 2002
Education
University of Alabama 1985 — 1989
BS, Corporate Finance and Investment Management
Jennifer Dreisbach Jennifer Dreisbach's Ameriprise Financial Services, Inc. Experience 2013 - 2014
Job Marketing/Communications Professional | Specialty Retail Expert | Licensed Real Estate Agent | Leasing Specialist
Industry Public Relations and Communications
Experience
JLL 2014 - Present
Ameriprise Financial Services, Inc. 2013 - 2014
Sparks Health System/Summit Medical Center 2013 - 2013
Sparks Health System 2011 - 2012
Sparks Health System 2010 - 2011
Hearst Television 2008 - 2010
Skills
Marketing, Community Development, Media Relations, Public Relations, Press Releases, Social Media, Event Management, Newsletters, Event Planning, Community Outreach, Marketing Communications, AP Style, Broadcast Journalism, Nonprofits, Editing, Salesforce.com, Internal Communications, ENPS, Writing, Customer Service
Education
University of Arkansas at Fayetteville
Bachelor's Degree, Broadcast Journalism, Political Science
JLL 2014 - Present
Ameriprise Financial Services, Inc. 2013 - 2014
Sparks Health System/Summit Medical Center 2013 - 2013
Sparks Health System 2011 - 2012
Sparks Health System 2010 - 2011
Hearst Television 2008 - 2010
Skills
Marketing, Community Development, Media Relations, Public Relations, Press Releases, Social Media, Event Management, Newsletters, Event Planning, Community Outreach, Marketing Communications, AP Style, Broadcast Journalism, Nonprofits, Editing, Salesforce.com, Internal Communications, ENPS, Writing, Customer Service
Education
University of Arkansas at Fayetteville
Bachelor's Degree, Broadcast Journalism, Political Science
Joshua Wong Joshua Wong's Ameriprise Financial Services, Inc. Experience June 2009 - August 2011
Job Graduated Senior at U.C. Berkeley
Industry Computer Software
Experience
Informatica May 2014 - August 2014
Empathy FX International December 2013 - August 2014
U.C. Berkeley Office of Student Development September 2013 - May 2014
Consult Your Community February 2013 - May 2014
InfoScout November 2013 - February 2014
University of California, Berkeley, Haas School of Business August 2013 - January 2014
Consult Your Community January 2013 - August 2013
Ameriprise Financial Services, Inc. June 2009 - August 2011
Skills
Entrepreneurship, Data Analysis, PowerPoint, Marketing, Microsoft Excel, Leadership, Nonprofits, Event Planning, Public Speaking, Python, Event Management, Tableau, Community Outreach, Microsoft Office, Microsoft Word, MySQL, R, Big Data Analytics, Stata, Hair Cutting, Customer Service, Project Management, Guitar, Piano, Bass Guitar, Operations Management, Linear Programming, JMP, Research
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BA), Business Evolution & Behavior, Senior
Informatica May 2014 - August 2014
Empathy FX International December 2013 - August 2014
U.C. Berkeley Office of Student Development September 2013 - May 2014
Consult Your Community February 2013 - May 2014
InfoScout November 2013 - February 2014
University of California, Berkeley, Haas School of Business August 2013 - January 2014
Consult Your Community January 2013 - August 2013
Ameriprise Financial Services, Inc. June 2009 - August 2011
Skills
Entrepreneurship, Data Analysis, PowerPoint, Marketing, Microsoft Excel, Leadership, Nonprofits, Event Planning, Public Speaking, Python, Event Management, Tableau, Community Outreach, Microsoft Office, Microsoft Word, MySQL, R, Big Data Analytics, Stata, Hair Cutting, Customer Service, Project Management, Guitar, Piano, Bass Guitar, Operations Management, Linear Programming, JMP, Research
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BA), Business Evolution & Behavior, Senior
Curtis B. Adams III's Ameriprise Financial Services, Inc. Experience August 2013 - May 2014
Job Assistant Property Manager at Case and Associates
Industry Real Estate
Experience
Case and Associates June 2015 - Present
LynnCo Supply Chain Solutions September 2014 - May 2015
Congressman Matt Salmon July 2014 - August 2014
U.S. House of Representatives May 2014 - June 2014
Ameriprise Financial Services, Inc. August 2013 - May 2014
LynnCo Supply Chain Solutions December 2012 - May 2013
Skills
Public Speaking, Event Planning, Time Management, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Recruiting, Microsoft Word, Research, Fundraising, Organization, Public Relations, Social Media, Editing, Higher Education, Political Campaigns, Leadership
Education
University of Arkansas-Fort Smith 2010 — 2014
Bachelor's degree, Administration, AACSB Accredited Business Program
North side High school
North side High school
Case and Associates June 2015 - Present
LynnCo Supply Chain Solutions September 2014 - May 2015
Congressman Matt Salmon July 2014 - August 2014
U.S. House of Representatives May 2014 - June 2014
Ameriprise Financial Services, Inc. August 2013 - May 2014
LynnCo Supply Chain Solutions December 2012 - May 2013
Skills
Public Speaking, Event Planning, Time Management, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Recruiting, Microsoft Word, Research, Fundraising, Organization, Public Relations, Social Media, Editing, Higher Education, Political Campaigns, Leadership
Education
University of Arkansas-Fort Smith 2010 — 2014
Bachelor's degree, Administration, AACSB Accredited Business Program
North side High school
North side High school
M. Shawn Syx M. Shawn Syx's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Raymond James Financial Inc. August 2003 - October 2012
Education
University of Alabama at Birmingham 1986 — 1991
Bachelor of Science (BS), Finance and Financial Management Services
Ameriprise Financial Services, Inc. October 2012 - Present
Raymond James Financial Inc. August 2003 - October 2012
Education
University of Alabama at Birmingham 1986 — 1991
Bachelor of Science (BS), Finance and Financial Management Services
Ari Shusterman Ari Shusterman's Ameriprise Financial Services, Inc. Experience October 2013 - May 2014
Job Student
Industry Financial Services
Experience
CloserIQ June 2015 - June 2015
Gust June 2014 - August 2014
Ameriprise Financial Services, Inc. October 2013 - May 2014
Gust 2014 - 2014
Venuing June 2013 - August 2013
International Chess Academy September 2011 - June 2012
Skills
Social Media, Finance, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Accounting, Microsoft Word, Research, Customer Service, Public Speaking, Leadership, Outlook, Strategic Planning, Management
Education
University of California, Berkeley 2014 — 2018
Bachelorâs Degree, Business Administration
Bergen County Academies 2010 — 2014
CloserIQ June 2015 - June 2015
Gust June 2014 - August 2014
Ameriprise Financial Services, Inc. October 2013 - May 2014
Gust 2014 - 2014
Venuing June 2013 - August 2013
International Chess Academy September 2011 - June 2012
Skills
Social Media, Finance, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Accounting, Microsoft Word, Research, Customer Service, Public Speaking, Leadership, Outlook, Strategic Planning, Management
Education
University of California, Berkeley 2014 — 2018
Bachelorâs Degree, Business Administration
Bergen County Academies 2010 — 2014
Anna Merez Anna Merez's Ameriprise Financial Services, Inc. Experience June 2010 - January 2011
Job Research Assistant at University of California, Berkeley, Haas School of Business
Industry Information Services
Experience
University of California, Berkeley, Haas School of Business January 2013 - May 2014
central garden and pet 2012 - 2012
Villa Group Real Estate February 2009 - August 2011
Ameriprise Financial Services, Inc. June 2010 - January 2011
Skills
Russian, Translation, Python, Stata, Morningstar, Brazilian Portuguese
Education
University of California, Berkeley 2012 — 2014
Bachelor of Arts (BA), Economics
Pontificate University of Comillas 2013 — 2013
Study Abroad
University of California, Berkeley, Haas School of Business January 2013 - May 2014
central garden and pet 2012 - 2012
Villa Group Real Estate February 2009 - August 2011
Ameriprise Financial Services, Inc. June 2010 - January 2011
Skills
Russian, Translation, Python, Stata, Morningstar, Brazilian Portuguese
Education
University of California, Berkeley 2012 — 2014
Bachelor of Arts (BA), Economics
Pontificate University of Comillas 2013 — 2013
Study Abroad
Ashley Burrell's Ameriprise Financial Services, Inc. Experience May 2015 - August 2015
Job Graduate Teaching Assistant at The University of Alabama
Industry Financial Services
Experience
The University of Alabama August 2015 - Present
Ameriprise Financial Services, Inc. May 2015 - August 2015
Zoes Kitchen January 2013 - August 2015
University of Alabama June 2012 - May 2013
Skills
Customer Service, Financial Planning, PowerPoint, Microsoft Excel, Sales, Facebook, Social Media, Microsoft Office, Microsoft Word, Social Networking, Public Speaking, Time Management, Data Entry, Management, Office Management, iPhone, Student Affairs, Teaching, Windows, Coaching, Leadership, Word, Excel, Writing Skills, Word Processing, Community Outreach, Telephone Skills, Retail, Spreadsheets, Student Services, Apple, Twitter, Teamwork, Training, Staff Development, Leadership Development, OS X, Higher Education, Hospitality, Student Development, Writing
Education
University of Alabama
Master's Degree, Financial Planning and Services
University of Alabama 2009 — 2014
Bachelor's Degree, Human Development and Family Studies
Sparkman High School 2005 — 2009
Advanced Diploma with Honors Academic Endorsement
The University of Alabama August 2015 - Present
Ameriprise Financial Services, Inc. May 2015 - August 2015
Zoes Kitchen January 2013 - August 2015
University of Alabama June 2012 - May 2013
Skills
Customer Service, Financial Planning, PowerPoint, Microsoft Excel, Sales, Facebook, Social Media, Microsoft Office, Microsoft Word, Social Networking, Public Speaking, Time Management, Data Entry, Management, Office Management, iPhone, Student Affairs, Teaching, Windows, Coaching, Leadership, Word, Excel, Writing Skills, Word Processing, Community Outreach, Telephone Skills, Retail, Spreadsheets, Student Services, Apple, Twitter, Teamwork, Training, Staff Development, Leadership Development, OS X, Higher Education, Hospitality, Student Development, Writing
Education
University of Alabama
Master's Degree, Financial Planning and Services
University of Alabama 2009 — 2014
Bachelor's Degree, Human Development and Family Studies
Sparkman High School 2005 — 2009
Advanced Diploma with Honors Academic Endorsement
Malane Young Malane Young's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Manifestations by Design, Inc. April 2011 - 2014
Metro Public Adjustment, Inc. 2011 - 2014
UCMC February 2008 - September 2011
State of Washington - Employment Security Department July 2002 - June 2006
Capgemini October 1998 - June 2001
Andersen Consulting February 1997 - October 1998
Education
University of Arkansas at Fayetteville 1991 — 1996
BS, Industrial Engineering
Professional Woman Network 2001 — 2001
Certified Wellnes Coach/Trainer
Professional Woman Network 1999 — 1999
Certified Diversity Trainer/Consultant
Dudley School of Beauty 2006 — 2007
License, Esthetics
Ameriprise Financial Services, Inc. September 2014 - Present
Manifestations by Design, Inc. April 2011 - 2014
Metro Public Adjustment, Inc. 2011 - 2014
UCMC February 2008 - September 2011
State of Washington - Employment Security Department July 2002 - June 2006
Capgemini October 1998 - June 2001
Andersen Consulting February 1997 - October 1998
Education
University of Arkansas at Fayetteville 1991 — 1996
BS, Industrial Engineering
Professional Woman Network 2001 — 2001
Certified Wellnes Coach/Trainer
Professional Woman Network 1999 — 1999
Certified Diversity Trainer/Consultant
Dudley School of Beauty 2006 — 2007
License, Esthetics
Robert Ralston Robert Ralston's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
PennySaver USA February 2007 - April 2015
Skills
Leadership
Education
University of California, Davis 2004 — 2006
Bachelor of Science (B.S.), Business/Managerial Economics
West Valley College 2002 — 2004
Ameriprise Financial Services, Inc. March 2015 - Present
PennySaver USA February 2007 - April 2015
Skills
Leadership
Education
University of California, Davis 2004 — 2006
Bachelor of Science (B.S.), Business/Managerial Economics
West Valley College 2002 — 2004
Stephen Pantuso Stephen Pantuso's Ameriprise Financial Services, Inc. Experience October 2001 - August 2003
Job Business Technology Services Manager at Federal Reserve Bank of Cleveland (Currently Hiring MIS Professionals)
Industry Banking
Experience
Federal Reserve Bank of Cleveland June 2011 - Present
Federal Reserve Bank of Cleveland October 2008 - June 2011
Ohio Savings Bank July 2006 - October 2008
Ohio Savings Bank August 2003 - July 2006
Ameriprise Financial Services, Inc. October 2001 - August 2003
More Than Gourmet January 2000 - September 2001
Skills
Information Systems..., Information Security...
Education
University of Arkansas 1994 — 1999
Bachelor's Degree, Accounting and Finance
Federal Reserve Bank of Cleveland June 2011 - Present
Federal Reserve Bank of Cleveland October 2008 - June 2011
Ohio Savings Bank July 2006 - October 2008
Ohio Savings Bank August 2003 - July 2006
Ameriprise Financial Services, Inc. October 2001 - August 2003
More Than Gourmet January 2000 - September 2001
Skills
Information Systems..., Information Security...
Education
University of Arkansas 1994 — 1999
Bachelor's Degree, Accounting and Finance
Julia Hu Julia Hu's Ameriprise Financial Services, Inc. Experience May 2011 - November 2011
Job Digital Marketing Account Associate at 3Q Digital
Industry Marketing and Advertising
Experience
3Q Digital, a Harte Hanks Company August 2015 - Present
KPMG US August 2013 - August 2015
Haas School of Business, Berkeley-Columbia Executive MBA Program October 2010 - May 2013
KPMG US June 2012 - August 2012
Credit Union for Berkeley Students September 2009 - December 2011
Ameriprise Financial Services, Inc. May 2011 - November 2011
Henry C. Levy & Company CPA and Consultants February 2010 - December 2010
Bank of America Merrill Lynch June 2010 - August 2010
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.S, Business Administration
3Q Digital, a Harte Hanks Company August 2015 - Present
KPMG US August 2013 - August 2015
Haas School of Business, Berkeley-Columbia Executive MBA Program October 2010 - May 2013
KPMG US June 2012 - August 2012
Credit Union for Berkeley Students September 2009 - December 2011
Ameriprise Financial Services, Inc. May 2011 - November 2011
Henry C. Levy & Company CPA and Consultants February 2010 - December 2010
Bank of America Merrill Lynch June 2010 - August 2010
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.S, Business Administration
Cindy Tam Cindy Tam's Ameriprise Financial Services, Inc. Experience May 2007 - August 2009
Job Management Consultant
Industry Financial Services
Experience
Capco September 2010 - Present
UC Berkeley May 2008 - May 2010
Ameriprise Financial Services, Inc. May 2007 - August 2009
Skills
Financial Services, Management Consulting, Business Analysis, Business Process..., Change Management, Program Management, Business Process Design, Business Strategy, Financial Modeling, Risk Management, Financial Analysis, Business Transformation, Retail Banking
Education
Haas School of Business, UC Berkeley 2008 — 2010
BS, Business
UC Berkeley 2006 — 2010
Honors BS, Psychology
Capco September 2010 - Present
UC Berkeley May 2008 - May 2010
Ameriprise Financial Services, Inc. May 2007 - August 2009
Skills
Financial Services, Management Consulting, Business Analysis, Business Process..., Change Management, Program Management, Business Process Design, Business Strategy, Financial Modeling, Risk Management, Financial Analysis, Business Transformation, Retail Banking
Education
Haas School of Business, UC Berkeley 2008 — 2010
BS, Business
UC Berkeley 2006 — 2010
Honors BS, Psychology
James Sandlin's Ameriprise Financial Services, Inc. Experience January 2015 - April 2015
Job Financial Professional at AIG Financial Network
Industry Financial Services
Experience
AIG Financial Network July 2015 - Present
The University of Alabama July 2011 - May 2015
Sandco International August 2008 - May 2015
Ameriprise Financial Services, Inc. January 2015 - April 2015
Coogler/Pendry Farm January 2010 - 2014
Alabama Express August 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Social Media, Marketing Strategy, Inventory Management, Teaching, Social Networking, Time Management, Teamwork, Research, Life Insurance, Health Insurance, Disability Insurance, Indexed Annuities, College Education...
Education
University of Alabama 2014 — 2015
Master's degree, Financial Planning and Services, 3.60
University of Alabama 2010 — 2013
B.S, Commerce and Business Administration; Finance, 3.69
AIG Financial Network July 2015 - Present
The University of Alabama July 2011 - May 2015
Sandco International August 2008 - May 2015
Ameriprise Financial Services, Inc. January 2015 - April 2015
Coogler/Pendry Farm January 2010 - 2014
Alabama Express August 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Social Media, Marketing Strategy, Inventory Management, Teaching, Social Networking, Time Management, Teamwork, Research, Life Insurance, Health Insurance, Disability Insurance, Indexed Annuities, College Education...
Education
University of Alabama 2014 — 2015
Master's degree, Financial Planning and Services, 3.60
University of Alabama 2010 — 2013
B.S, Commerce and Business Administration; Finance, 3.69
Shazia Virji's Ameriprise Financial Services, Inc. Experience June 2009 - April 2012
Job Sr. Business Development Manager at Credit Sesame
Industry Marketing and Advertising
Experience
Credit Sesame September 2015 - Present
Mint.com May 2012 - August 2015
Ameriprise Financial Services, Inc. June 2009 - April 2012
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S.
University of California, Berkeley 2014 — 2015
Marketing Certificate
Credit Sesame September 2015 - Present
Mint.com May 2012 - August 2015
Ameriprise Financial Services, Inc. June 2009 - April 2012
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S.
University of California, Berkeley 2014 — 2015
Marketing Certificate
Josiah Garrison's Ameriprise Financial Services, Inc. Experience June 1999 - December 2002
Job VP of Sales
Industry Health, Wellness and Fitness
Experience
RedBrick Health January 2014 - Present
RedBrick Health October 2010 - Present
ConnectedHealth 2009 - September 2010
WebMD Health Services, Inc. 2005 - 2008
Subimo September 2005 - November 2006
Pyxis 2002 - 2005
Ameriprise Financial Services, Inc. June 1999 - December 2002
Skills
Selling, Healthcare, Start-ups, Sales, Program Management, Strategy, Account Management, Cold Calling, Marketing, Sales Operations, Cross-functional Team..., Salesforce.com, Business Development, Employee Benefits
Education
University of Arizona, Eller College of Management 1995 — 1999
BSBA, Finance
RedBrick Health January 2014 - Present
RedBrick Health October 2010 - Present
ConnectedHealth 2009 - September 2010
WebMD Health Services, Inc. 2005 - 2008
Subimo September 2005 - November 2006
Pyxis 2002 - 2005
Ameriprise Financial Services, Inc. June 1999 - December 2002
Skills
Selling, Healthcare, Start-ups, Sales, Program Management, Strategy, Account Management, Cold Calling, Marketing, Sales Operations, Cross-functional Team..., Salesforce.com, Business Development, Employee Benefits
Education
University of Arizona, Eller College of Management 1995 — 1999
BSBA, Finance
Rebecca (Flemming) Jacobs, PMP Rebecca (Flemming) Jacobs, PMP's Ameriprise Financial Services, Inc. Experience 2015 - Present
Job PM, PMO and Clarity SME
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. 2015 - Present
Target Corporation 2007 - 2015
Accenture, METAMOR, Bear Creek Technologies 1997 - 2006
Southern Computer Systems 1992 - 1996
Skills
Project Management, Program Management, Budgeting, Forecasting, Scope Management, Scheduling, Resource Management, Financial Analysis, Financial Reporting, Agile & Waterfall..., Coaching, CA Clarity, Facilitation, Communication, Presentations, Risk Management, Issue Management, PMP, Project Portfolio..., Software Project..., Training, Cross-functional Team..., Information Technology, Business Process..., Requirements Gathering, PMO, Management, Requirements Analysis, IT Strategy, Visio, Business Analysis, Vendor Management, Business Process, Process Improvement, Integration, IT Management, SDLC, Clarity, Six Sigma, Data Modeling, Project Planning, Business Intelligence, Change Management, Team Leadership, Agile Methodologies, Leadership, Analysis, SharePoint
Education
University of Alabama
B.S., Computer Science
Ameriprise Financial Services, Inc. 2015 - Present
Target Corporation 2007 - 2015
Accenture, METAMOR, Bear Creek Technologies 1997 - 2006
Southern Computer Systems 1992 - 1996
Skills
Project Management, Program Management, Budgeting, Forecasting, Scope Management, Scheduling, Resource Management, Financial Analysis, Financial Reporting, Agile & Waterfall..., Coaching, CA Clarity, Facilitation, Communication, Presentations, Risk Management, Issue Management, PMP, Project Portfolio..., Software Project..., Training, Cross-functional Team..., Information Technology, Business Process..., Requirements Gathering, PMO, Management, Requirements Analysis, IT Strategy, Visio, Business Analysis, Vendor Management, Business Process, Process Improvement, Integration, IT Management, SDLC, Clarity, Six Sigma, Data Modeling, Project Planning, Business Intelligence, Change Management, Team Leadership, Agile Methodologies, Leadership, Analysis, SharePoint
Education
University of Alabama
B.S., Computer Science
Michael Margulis Michael Margulis's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Vice President at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
LP Capital Advisors, a Pavilion Company February 2005 - June 2015
Barclays Global Investors August 2002 - August 2004
Laurel Management Company June 2000 - December 2001
Vestek August 1998 - June 2000
Skills
Valuation, Private Equity, Financial Analysis, Due Diligence, Investments, Alternative Investments, Asset Management, Venture Capital, Portfolio Management, Financial Services
Education
University of California, Davis 2002 — 2005
Master of Business Administration (M.B.A.)
University of California, Santa Barbara 1994 — 1998
Bachelor's Degree, Math/Econ
Ameriprise Financial Services, Inc. July 2015 - Present
LP Capital Advisors, a Pavilion Company February 2005 - June 2015
Barclays Global Investors August 2002 - August 2004
Laurel Management Company June 2000 - December 2001
Vestek August 1998 - June 2000
Skills
Valuation, Private Equity, Financial Analysis, Due Diligence, Investments, Alternative Investments, Asset Management, Venture Capital, Portfolio Management, Financial Services
Education
University of California, Davis 2002 — 2005
Master of Business Administration (M.B.A.)
University of California, Santa Barbara 1994 — 1998
Bachelor's Degree, Math/Econ
Kelly Bride Kelly Bride's Ameriprise Financial Services, Inc. Experience September 2003 - Present
Job Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2003 - Present
Education
University of Alabama
BA, Women's Studies
Ameriprise Financial Services, Inc. September 2003 - Present
Education
University of Alabama
BA, Women's Studies
Dexter Liu Dexter Liu's Ameriprise Financial Services, Inc. Experience November 2011 - April 2012
Job Consultant at Navigant Consulting, Energy Practice
Industry Oil & Energy
Experience
Navigant April 2014 - Present
Pacific Gas and Electric Company June 2013 - August 2013
Cleantech Group June 2012 - August 2012
Ameriprise Financial Services, Inc. November 2011 - April 2012
AAC Technologies May 2011 - July 2011
Skills
Renewable Energy, Energy Efficiency, Solar Energy, Combined Heat and Power, Modeling, Energy, Microgrids
Education
University of California, Berkeley 2010 — 2013
Bachelor of Science (B.S.), Environmental Economics & Policy
Shanghai American School 2006 — 2010
High School Diploma
Navigant April 2014 - Present
Pacific Gas and Electric Company June 2013 - August 2013
Cleantech Group June 2012 - August 2012
Ameriprise Financial Services, Inc. November 2011 - April 2012
AAC Technologies May 2011 - July 2011
Skills
Renewable Energy, Energy Efficiency, Solar Energy, Combined Heat and Power, Modeling, Energy, Microgrids
Education
University of California, Berkeley 2010 — 2013
Bachelor of Science (B.S.), Environmental Economics & Policy
Shanghai American School 2006 — 2010
High School Diploma
Nancy Meyer's Ameriprise Financial Services, Inc. Experience July 2013 - July 2014
Job Campus Operations Facilitator
Industry Insurance
Experience
Liberty Mutual Insurance October 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - July 2014
All Saints Church January 2013 - July 2013
Church of the Redeemer September 2004 - August 2008
Skills
Customer Service, Sales, Time Management, Project Management, Solution Focused, Efficent, Problem Solving, Delegate Management, Organizational..., Leadership, Appointment Scheduling, Office Administration, Administrative..., Sales Presentations, Executive Reporting, Microsoft Office, Visual Merchandising, Retail Sales, Publications, Creative Writing, Social Media, Social Networking, PowerPoint, Microsoft Word, Management
Education
University of Alabama 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Liberty Mutual Insurance October 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - July 2014
All Saints Church January 2013 - July 2013
Church of the Redeemer September 2004 - August 2008
Skills
Customer Service, Sales, Time Management, Project Management, Solution Focused, Efficent, Problem Solving, Delegate Management, Organizational..., Leadership, Appointment Scheduling, Office Administration, Administrative..., Sales Presentations, Executive Reporting, Microsoft Office, Visual Merchandising, Retail Sales, Publications, Creative Writing, Social Media, Social Networking, PowerPoint, Microsoft Word, Management
Education
University of Alabama 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Chris Taylor, Ph.D.'s Ameriprise Financial Services, Inc. Experience November 2006 - May 2008
Job President at BridgeWork, Inc.
Industry Professional Training & Coaching
Experience
BridgeWork, Inc. October 1998 - Present
Liberty University January 2010 - Present
Ameriprise Financial Services, Inc. November 2006 - May 2008
Skills
Leadership Development, Mediation, Public Speaking, Teaching, Coaching, Psychotherapy, Personal Development, Leadership, Executive Coaching, Organizational..., Career Counseling, Motivational Speaking, Program Development, Higher Education, Team Building, Conflict Resolution, Nonprofits, Financial Coaching, Community Outreach, Staff Development, Training, Fundraising, Workshop Facilitation, Grant Writing, Strategic Planning, Sales
Education
University of Alabama 1997 — 2004
Ph.D., Educational Phychology
University of Montevallo 1995 — 1997
M.Ed., Counseling and Guidance
University of Arkansas 1983 — 1987
BA, Cultural Anthropology
BridgeWork, Inc. October 1998 - Present
Liberty University January 2010 - Present
Ameriprise Financial Services, Inc. November 2006 - May 2008
Skills
Leadership Development, Mediation, Public Speaking, Teaching, Coaching, Psychotherapy, Personal Development, Leadership, Executive Coaching, Organizational..., Career Counseling, Motivational Speaking, Program Development, Higher Education, Team Building, Conflict Resolution, Nonprofits, Financial Coaching, Community Outreach, Staff Development, Training, Fundraising, Workshop Facilitation, Grant Writing, Strategic Planning, Sales
Education
University of Alabama 1997 — 2004
Ph.D., Educational Phychology
University of Montevallo 1995 — 1997
M.Ed., Counseling and Guidance
University of Arkansas 1983 — 1987
BA, Cultural Anthropology
Scott Leiber Scott Leiber's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2013 - Present
Wells Fargo Advisors 2002 - 2013
Education
University of California, Davis 1968 — 1972
Bachelor's Degree, Political Science and Government
Ameriprise Financial Services, Inc. 2013 - Present
Wells Fargo Advisors 2002 - 2013
Education
University of California, Davis 1968 — 1972
Bachelor's Degree, Political Science and Government
T. Jason Copeland, CFA, CAIA T. Jason Copeland, CFA, CAIA's Ameriprise Financial Services, Inc. Experience November 2007 - May 2011
Job Senior Research Analyst at Highland Associates, Inc.; Birmingham, AL
Industry Financial Services
Experience
Highland Associates; Birmingham, AL May 2011 - Present
Ameriprise Financial Services, Inc. November 2007 - May 2011
Skills
Portfolio Management, Asset Allocation, Financial Modeling, Valuation, Capital Markets, Alternative Investments, Private Equity, Hedge Funds, Due Diligence
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2011
MBA, Financial Risk
University of Alabama 2003 — 2006
Bachelor of Business Administration (BBA)
Highland Associates; Birmingham, AL May 2011 - Present
Ameriprise Financial Services, Inc. November 2007 - May 2011
Skills
Portfolio Management, Asset Allocation, Financial Modeling, Valuation, Capital Markets, Alternative Investments, Private Equity, Hedge Funds, Due Diligence
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2011
MBA, Financial Risk
University of Alabama 2003 — 2006
Bachelor of Business Administration (BBA)
Denise Padovani Denise Padovani's Ameriprise Financial Services, Inc. Experience April 2010 - April 2013
Job Wealth Management Advisor
Industry Financial Services
Experience
LPL Finanical March 2014 - Present
Mechanics Investment Services/Mechanics Bank/Wealth Management April 2013 - February 2014
Ameriprise Financial Services, Inc. April 2010 - April 2013
US Bancorp January 2005 - April 2010
Cal Fed Investments/Citicorp Investments November 1993 - November 2004
Skills
Investments, Insurance, Retirement Planning, Risk Management, Series 7, Banking, Financial Risk, Leadership, Asset Allocation, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Services, Series 63, Fixed Income, Mortgage Lending, Finance, Strategic Financial..., Investment Advisory, Securities, Financial Advisory, Loans, Equities, Credit, Alternative Investments, Investment Management
Education
UC Berkeley 1988 — 1991
Bachelor of Arts, Philosophy
LPL Finanical March 2014 - Present
Mechanics Investment Services/Mechanics Bank/Wealth Management April 2013 - February 2014
Ameriprise Financial Services, Inc. April 2010 - April 2013
US Bancorp January 2005 - April 2010
Cal Fed Investments/Citicorp Investments November 1993 - November 2004
Skills
Investments, Insurance, Retirement Planning, Risk Management, Series 7, Banking, Financial Risk, Leadership, Asset Allocation, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Services, Series 63, Fixed Income, Mortgage Lending, Finance, Strategic Financial..., Investment Advisory, Securities, Financial Advisory, Loans, Equities, Credit, Alternative Investments, Investment Management
Education
UC Berkeley 1988 — 1991
Bachelor of Arts, Philosophy
Jenna Mitelman Jenna Mitelman's Ameriprise Financial Services, Inc. Experience 2003 - Present
Job Senior Business Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2003 - Present
Ameriprise Financial Services, Inc. 2004 - Present
JCRC of Minnesota and the Dakotas 2006 - Present
TC Jewfolk January 2010 - Present
City of Plymouth 2010 - 2011
Skills
Strategic Planning, Analysis, Project Management, Requirements Gathering, Requirements Analysis, Project Delivery, Quality Assurance, Test Planning, Foreign Languages, Writing, Foreign Policy, Middle Eastern history, Nonprofits, Financial Services, Vendor Management, International Relations, Budgets, Process Improvement, Business Analysis
Education
University of California, Berkeley 2000 — 2003
B.A., Economics & Business Administration
Ameriprise Financial Services, Inc. 2003 - Present
Ameriprise Financial Services, Inc. 2004 - Present
JCRC of Minnesota and the Dakotas 2006 - Present
TC Jewfolk January 2010 - Present
City of Plymouth 2010 - 2011
Skills
Strategic Planning, Analysis, Project Management, Requirements Gathering, Requirements Analysis, Project Delivery, Quality Assurance, Test Planning, Foreign Languages, Writing, Foreign Policy, Middle Eastern history, Nonprofits, Financial Services, Vendor Management, International Relations, Budgets, Process Improvement, Business Analysis
Education
University of California, Berkeley 2000 — 2003
B.A., Economics & Business Administration
Madeline McGowan's Ameriprise Financial Services, Inc. Experience August 2014 - December 2014
Job Attended the University of Alabama
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - December 2014
National League of Cities June 2014 - August 2014
Doug Gansler for Governor of Maryland Campaign May 2014 - June 2014
Zolio Inc March 2014 - May 2014
Aquatic Services LLC May 2009 - September 2012
Fedora Films May 2009 - July 2009
Skills
Social Networking, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Data Analysis, HTML, Access, Public Speaking, Event Planning, Social Media Marketing, Photoshop, English, InDesign, Customer Service
Education
University of Alabama 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. August 2014 - December 2014
National League of Cities June 2014 - August 2014
Doug Gansler for Governor of Maryland Campaign May 2014 - June 2014
Zolio Inc March 2014 - May 2014
Aquatic Services LLC May 2009 - September 2012
Fedora Films May 2009 - July 2009
Skills
Social Networking, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Data Analysis, HTML, Access, Public Speaking, Event Planning, Social Media Marketing, Photoshop, English, InDesign, Customer Service
Education
University of Alabama 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Alan Kolnik's Ameriprise Financial Services, Inc. Experience May 2005 - Present
Job Financial Advisor Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2005 - Present
ARK & Associates, L.L.C. January 2004 - January 2005
PA Consulting March 2001 - June 2003
NerveWire March 2000 - January 2001
SRI Consulting 1995 - 1999
Stanford Reseach Institute 1995 - 1999
Gemini Consulting 1993 - 1995
Booz.Allen & Hamilton 1989 - 1993
Education
Yale University - Yale School of Management 1987 — 1989
MBA, Business Administration
Auckland University 1969 — 1972
B.E., Electronics
Auckland Grammar
Ameriprise Financial Services, Inc. May 2005 - Present
ARK & Associates, L.L.C. January 2004 - January 2005
PA Consulting March 2001 - June 2003
NerveWire March 2000 - January 2001
SRI Consulting 1995 - 1999
Stanford Reseach Institute 1995 - 1999
Gemini Consulting 1993 - 1995
Booz.Allen & Hamilton 1989 - 1993
Education
Yale University - Yale School of Management 1987 — 1989
MBA, Business Administration
Auckland University 1969 — 1972
B.E., Electronics
Auckland Grammar
Mark Clyma's Ameriprise Financial Services, Inc. Experience May 2011 - September 2012
Job Object Oriented Web Programmer at MN Dept. of Health
Industry Information Technology and Services
Experience
MN Dept. of Health February 2013 - Present
Ameriprise Financial Services, Inc. May 2011 - September 2012
Appleseed Software, Inc. March 1996 - December 2004
Best Buy Co. April 1992 - April 1995
Best Buy, Inc. October 1989 - March 1992
Fingerhut Corp. April 1988 - September 1989
Skills
Unix, Programming, Tomcat, Java, Object Oriented Design, OOP, SDLC, RichFaces, JBoss Seam, JSF, IntelliJ IDEA, Eclipse, Hibernate, Web Services, XHTML, XML, Apache, Database Design, SQL, Relational Databases, Oracle PL/SQL..., PostgreSQL, Web Applications, Bash, Ksh, Subversion, CVS, JIRA, DBVisualizer, Putty, Windows, Microsoft Office, Visio, SharePoint, MIS, Mac OS, ITIL v3 Foundations..., Mainframe, COBOL, TSO, JCL, ISPF, z/OS, IBM Tivoli, Clarity, WebEx, TWS, Agile Methodologies, AJAX
Education
Dakota County Technical College 2004 — 2011
Computer Programming
University of Arizona, Eller College of Management 1977 — 1982
BSBA, Management Information Systems
MN Dept. of Health February 2013 - Present
Ameriprise Financial Services, Inc. May 2011 - September 2012
Appleseed Software, Inc. March 1996 - December 2004
Best Buy Co. April 1992 - April 1995
Best Buy, Inc. October 1989 - March 1992
Fingerhut Corp. April 1988 - September 1989
Skills
Unix, Programming, Tomcat, Java, Object Oriented Design, OOP, SDLC, RichFaces, JBoss Seam, JSF, IntelliJ IDEA, Eclipse, Hibernate, Web Services, XHTML, XML, Apache, Database Design, SQL, Relational Databases, Oracle PL/SQL..., PostgreSQL, Web Applications, Bash, Ksh, Subversion, CVS, JIRA, DBVisualizer, Putty, Windows, Microsoft Office, Visio, SharePoint, MIS, Mac OS, ITIL v3 Foundations..., Mainframe, COBOL, TSO, JCL, ISPF, z/OS, IBM Tivoli, Clarity, WebEx, TWS, Agile Methodologies, AJAX
Education
Dakota County Technical College 2004 — 2011
Computer Programming
University of Arizona, Eller College of Management 1977 — 1982
BSBA, Management Information Systems
Janice Ng, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Morgan Stanley Smith Barney December 2003 - January 2012
Education
UC Irvine
B.S., Mathematics
UC Irvine
B.A. Economics
UC Irvine
B. S. Information Computer Science
Ameriprise Financial Services, Inc. October 2011 - Present
Morgan Stanley Smith Barney December 2003 - January 2012
Education
UC Irvine
B.S., Mathematics
UC Irvine
B.A. Economics
UC Irvine
B. S. Information Computer Science
Sandra Boyer's Ameriprise Financial Services, Inc. Experience 1997 - 1998
Job Consultant, focusing on wealth management and brokerage
Industry Financial Services
Experience
Self Employed Recruitment Consultant January 2014 - Present
Edward Jones February 2012 - November 2013
SunTrust Bank, Inc. 2003 - February 2012
Prudential Financial 1998 - 2000
Ameriprise Financial Services, Inc. 1997 - 1998
Ameriprise Financial Services, Inc. 1987 - 1996
Skills
Talent Acquisition, Onboarding, Sourcing, Full-cycle Recruiting, Talent Management, Process Improvement, Performance Management, Insurance, Recruiting, College Recruiting, Employee Benefits, PeopleSoft, Coaching, Internet Recruiting, Human Resources, Management, SDLC, Hiring, Leadership
Education
University of Alabama 1971 — 1975
Self Employed Recruitment Consultant January 2014 - Present
Edward Jones February 2012 - November 2013
SunTrust Bank, Inc. 2003 - February 2012
Prudential Financial 1998 - 2000
Ameriprise Financial Services, Inc. 1997 - 1998
Ameriprise Financial Services, Inc. 1987 - 1996
Skills
Talent Acquisition, Onboarding, Sourcing, Full-cycle Recruiting, Talent Management, Process Improvement, Performance Management, Insurance, Recruiting, College Recruiting, Employee Benefits, PeopleSoft, Coaching, Internet Recruiting, Human Resources, Management, SDLC, Hiring, Leadership
Education
University of Alabama 1971 — 1975
Sujesh Raghavan's Ameriprise Financial Services, Inc. Experience July 2010 - Present
Job Seasoned IT Project Manager with development & maintenance background in Financial Services and Insurance domains
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. July 2010 - Present
Travelers May 2005 - June 2010
MetLife June 2002 - March 2005
Skills
Software Project..., Scope Management, Time Management, Cost Management, Risk Management, Quality Management, Portals, Web Development, Web Content Management, Data Warehousing, Mainframe, Mutual Funds, Annuities, Commercial Insurance, Whole Life
Education
University of Calicut 1994 — 1998
Bachelor of Technology, Electrical and Electronics Engeering
Ameriprise Financial Services, Inc. July 2010 - Present
Travelers May 2005 - June 2010
MetLife June 2002 - March 2005
Skills
Software Project..., Scope Management, Time Management, Cost Management, Risk Management, Quality Management, Portals, Web Development, Web Content Management, Data Warehousing, Mainframe, Mutual Funds, Annuities, Commercial Insurance, Whole Life
Education
University of Calicut 1994 — 1998
Bachelor of Technology, Electrical and Electronics Engeering
chris modene's Ameriprise Financial Services, Inc. Experience 2009 - 2011
Job Institutional Sales Trader/Market Maker
Industry Financial Services
Experience
Feltl and Company 2011 - Present
Ameriprise Financial Services, Inc. 2009 - 2011
Kenwood Capital Management 2007 - 2009
RBC Capital Markets 1999 - 2007
Timber Hill, LLC March 1996 - March 1999
Education
Osseo
Osseo
University of California, Berkeley
Feltl and Company 2011 - Present
Ameriprise Financial Services, Inc. 2009 - 2011
Kenwood Capital Management 2007 - 2009
RBC Capital Markets 1999 - 2007
Timber Hill, LLC March 1996 - March 1999
Education
Osseo
Osseo
University of California, Berkeley
Elan Wang's Ameriprise Financial Services, Inc. Experience May 2003 - November 2004
Job Manager, Vendor Management at Amazon
Industry Internet
Experience
Amazon March 2014 - Present
Amazon February 2012 - March 2014
Amazon.com August 2010 - February 2012
Microsoft May 2009 - August 2009
The Jane Goodall Institute November 2004 - June 2008
Ameriprise Financial Services, Inc. May 2003 - November 2004
The Jane Goodall Institute February 2002 - September 2002
University of California January 2001 - January 2002
Lehman Brothers January 1999 - January 2001
Skills
Project Management, Email Marketing, Online Marketing, SEO, Strategy, Business Strategy, Management, Marketing Strategy, Cross-functional Team..., E-commerce, Competitive Analysis, Leadership, Financial Modeling, Product Marketing, Marketing Communications, Marketing, Online Advertising, Strategic Planning, Analytics
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Marketing, Management
University of California, Berkeley 1995 — 1999
BA, Economics
Amazon March 2014 - Present
Amazon February 2012 - March 2014
Amazon.com August 2010 - February 2012
Microsoft May 2009 - August 2009
The Jane Goodall Institute November 2004 - June 2008
Ameriprise Financial Services, Inc. May 2003 - November 2004
The Jane Goodall Institute February 2002 - September 2002
University of California January 2001 - January 2002
Lehman Brothers January 1999 - January 2001
Skills
Project Management, Email Marketing, Online Marketing, SEO, Strategy, Business Strategy, Management, Marketing Strategy, Cross-functional Team..., E-commerce, Competitive Analysis, Leadership, Financial Modeling, Product Marketing, Marketing Communications, Marketing, Online Advertising, Strategic Planning, Analytics
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Marketing, Management
University of California, Berkeley 1995 — 1999
BA, Economics
Lisa M. Garcia, AIF®'s Ameriprise Financial Services, Inc. Experience 2004 - 2006
Job FiduciaryFirst
Industry Financial Services
Experience
FiduciaryFirst December 2010 - Present
Independent Contractor October 2009 - December 2010
CBIZ May 2006 - May 2009
Ameriprise Financial Services, Inc. 2004 - 2006
Charles Schwab 2004 - 2004
Skills
Investments, 401k, Retirement Plan Design, RFP facilitation, Defined Contribution, Defined Benefit, Prudent Fiduciary..., ERISA, Retirement Planning, Employee Benefits, Fixed Annuities, Disability Insurance, Mutual Funds, Series 6, Pensions, Term Life Insurance, Financial Services, Series 7, Retirement Plan..., Long Term Care Insurance, Series 63
Education
State University of New York at Buffalo 1997 — 2002
Bachelor of Science, International Business & World Trade
University of Phoenix 2004 — 2006
MBA, Human Resources
FiduciaryFirst December 2010 - Present
Independent Contractor October 2009 - December 2010
CBIZ May 2006 - May 2009
Ameriprise Financial Services, Inc. 2004 - 2006
Charles Schwab 2004 - 2004
Skills
Investments, 401k, Retirement Plan Design, RFP facilitation, Defined Contribution, Defined Benefit, Prudent Fiduciary..., ERISA, Retirement Planning, Employee Benefits, Fixed Annuities, Disability Insurance, Mutual Funds, Series 6, Pensions, Term Life Insurance, Financial Services, Series 7, Retirement Plan..., Long Term Care Insurance, Series 63
Education
State University of New York at Buffalo 1997 — 2002
Bachelor of Science, International Business & World Trade
University of Phoenix 2004 — 2006
MBA, Human Resources
Nikos Stathopoulos's Ameriprise Financial Services, Inc. Experience 2011 - 2014
Job Cosmetic & Restorative Dental Professional
Industry Medical Practice
Experience
Rodriguez Dental Group January 2004 - Present
Ameriprise Financial Services, Inc. 2011 - 2014
Skills
Dentistry, Restorative Dentistry, Veneers, Teeth Whitening, Dentures, Teaching, Endodontics, Prosthodontics, Oral Surgery, Insurance, Periodontics, Practice Management, Cosmetics, TMJ dysfunction, Aesthetics, Wellness, Treatment, CEREC, Wisdom Teeth, Laser Dentistry, Cancer Screening, Medical Devices, Sales
Education
UCSF School of Dentistry 1999 — 2003
Doctorate of Dental Surgery, Advanced General Dentistry
UC Berkeley 1994 — 1999
Bachelor of Science (BS), Cell/Cellular and Molecular Biology
Rodriguez Dental Group January 2004 - Present
Ameriprise Financial Services, Inc. 2011 - 2014
Skills
Dentistry, Restorative Dentistry, Veneers, Teeth Whitening, Dentures, Teaching, Endodontics, Prosthodontics, Oral Surgery, Insurance, Periodontics, Practice Management, Cosmetics, TMJ dysfunction, Aesthetics, Wellness, Treatment, CEREC, Wisdom Teeth, Laser Dentistry, Cancer Screening, Medical Devices, Sales
Education
UCSF School of Dentistry 1999 — 2003
Doctorate of Dental Surgery, Advanced General Dentistry
UC Berkeley 1994 — 1999
Bachelor of Science (BS), Cell/Cellular and Molecular Biology
Charles Haelig's Ameriprise Financial Services, Inc. Experience January 2011 - Present
Job National Sales Consultant, Wealth Management Products and Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial Advisors, Inc. 2011 - Present
Ameriprise Financial Services, Inc. April 2009 - January 2011
Skills
Series 7, 6., 63 and 66...
Education
University of California, Davis 1973 — 1978
Bachelor of Science (B.S.), Zoology/Animal Biology
Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial Advisors, Inc. 2011 - Present
Ameriprise Financial Services, Inc. April 2009 - January 2011
Skills
Series 7, 6., 63 and 66...
Education
University of California, Davis 1973 — 1978
Bachelor of Science (B.S.), Zoology/Animal Biology
Robert Yeh's Ameriprise Financial Services, Inc. Experience September 2005 - January 2008
Job Branch manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2011 - Present
Ameriprise Financial Services, Inc. September 2005 - January 2008
Ameriprise Financial Services, Inc. September 2005 - January 2008
Skills
Wealth Management, Banking, Mutual Funds, Strategic Financial..., Investments, Financial Analysis, Finance, Series 7, Portfolio Management, Relationship Management, Retirement Planning, Insurance, Loans, Credit, Mortgage Lending, Credit Analysis, Consumer Lending, Small Business Lending, Home Equity Lines of...
Education
UC Berkeley 2001 — 2005
Wells Fargo February 2011 - Present
Ameriprise Financial Services, Inc. September 2005 - January 2008
Ameriprise Financial Services, Inc. September 2005 - January 2008
Skills
Wealth Management, Banking, Mutual Funds, Strategic Financial..., Investments, Financial Analysis, Finance, Series 7, Portfolio Management, Relationship Management, Retirement Planning, Insurance, Loans, Credit, Mortgage Lending, Credit Analysis, Consumer Lending, Small Business Lending, Home Equity Lines of...
Education
UC Berkeley 2001 — 2005
Monica Sullivan, CFP, ChFC, RICP, DTM's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
National Planning Corporation (NPC) October 2008 - May 2014
National Planning Corporation (NPC) April 2008 - May 2014
MassMutual Financial Group March 2004 - April 2008
Lincoln Financial Advisors November 2000 - March 2004
Chevron August 1988 - May 2000
Skills
Fixed Annuities, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Series 7, Estate Planning, Uniform Combined State..., Disability Insurance, Series 63, Financial Planners, Investments, Long-term Care, Insurance, Life Insurance, Series 24, Presentation Coaching, Member of Toastmasters, Budget, Certified Financial..., Small Business, Proofreading, Account Reconciliation, Spreadsheets, Financial Accounting, Financial Services, Budgets, Finance, Variable Annuities, Securities, Investment Management, Wealth, Series 65, Saving for Education, 401k, Financial Goals, Wealth Accumulation, Asset Management, Series 6, Long Term Care Insurance, Income Protection, Portfolio Management, IRAs, Investment Strategies, Personal Financial..., 529 Plans, Financial Advisory, FINRA
Education
UC Berkeley Extension 1995 — 1997
Certificate in Financial Planning, Financial Planning and Services
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1988
BS, Business
Ameriprise Financial Services, Inc. June 2015 - Present
National Planning Corporation (NPC) October 2008 - May 2014
National Planning Corporation (NPC) April 2008 - May 2014
MassMutual Financial Group March 2004 - April 2008
Lincoln Financial Advisors November 2000 - March 2004
Chevron August 1988 - May 2000
Skills
Fixed Annuities, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Series 7, Estate Planning, Uniform Combined State..., Disability Insurance, Series 63, Financial Planners, Investments, Long-term Care, Insurance, Life Insurance, Series 24, Presentation Coaching, Member of Toastmasters, Budget, Certified Financial..., Small Business, Proofreading, Account Reconciliation, Spreadsheets, Financial Accounting, Financial Services, Budgets, Finance, Variable Annuities, Securities, Investment Management, Wealth, Series 65, Saving for Education, 401k, Financial Goals, Wealth Accumulation, Asset Management, Series 6, Long Term Care Insurance, Income Protection, Portfolio Management, IRAs, Investment Strategies, Personal Financial..., 529 Plans, Financial Advisory, FINRA
Education
UC Berkeley Extension 1995 — 1997
Certificate in Financial Planning, Financial Planning and Services
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1988
BS, Business
Todd Harrell's Ameriprise Financial Services, Inc. Experience May 2005 - June 2007
Job Assistant Vice President at ABA Retirement Funds
Industry Investment Management
Experience
ABA Retirement Funds March 2010 - Present
Pryor McCormick July 2009 - March 2010
Merrill Lynch June 2007 - July 2009
Ameriprise Financial Services, Inc. May 2005 - June 2007
American Express/Ameriprise Financial May 2005 - June 2007
American Printing July 2000 - May 2005
Craftsman Printing January 1996 - July 2000
Skills
Sales, Alternative Investments, Financial Advisory, Financial Services, Asset Management, Banking, Securities, Mutual Funds, Retirement, Financial Planners, Investment Advisory, Retirement Planning, Strategic Financial..., 401k, Leadership, Investments, FINRA, Risk Management, Financial Planning, Investment Management, Series 7, Wealth Management
Education
University of Alabama at Birmingham 1991 — 1995
BA, History
ABA Retirement Funds March 2010 - Present
Pryor McCormick July 2009 - March 2010
Merrill Lynch June 2007 - July 2009
Ameriprise Financial Services, Inc. May 2005 - June 2007
American Express/Ameriprise Financial May 2005 - June 2007
American Printing July 2000 - May 2005
Craftsman Printing January 1996 - July 2000
Skills
Sales, Alternative Investments, Financial Advisory, Financial Services, Asset Management, Banking, Securities, Mutual Funds, Retirement, Financial Planners, Investment Advisory, Retirement Planning, Strategic Financial..., 401k, Leadership, Investments, FINRA, Risk Management, Financial Planning, Investment Management, Series 7, Wealth Management
Education
University of Alabama at Birmingham 1991 — 1995
BA, History
Darrell Roberts's Ameriprise Financial Services, Inc. Experience June 1999 - September 2013
Job Private Wealth Manager at Financial West Group
Industry Financial Services
Experience
Financial West Group September 2013 - Present
Ameriprise Financial Services, Inc. June 1999 - September 2013
Skills
Retirement Planning, Investments, Series 7, Risk Management, Asset Management, Wealth Management, Insurance, Portfolio Management, Investment Strategies, Strategic Financial..., Product Marketing, Investment Advisory, Financial Planning, Retirement Income..., Asset Managment, Asset Allocation, Sales Management, Financial Analysis, Mutual Funds, Equities, Bonds, Investment Management, Financial Planners, Alternative Investments, Fixed Income Analysis, Retirement Savings
Education
University at Buffalo 1994 — 1998
Bachelors, Political Science / Finance
Financial West Group September 2013 - Present
Ameriprise Financial Services, Inc. June 1999 - September 2013
Skills
Retirement Planning, Investments, Series 7, Risk Management, Asset Management, Wealth Management, Insurance, Portfolio Management, Investment Strategies, Strategic Financial..., Product Marketing, Investment Advisory, Financial Planning, Retirement Income..., Asset Managment, Asset Allocation, Sales Management, Financial Analysis, Mutual Funds, Equities, Bonds, Investment Management, Financial Planners, Alternative Investments, Fixed Income Analysis, Retirement Savings
Education
University at Buffalo 1994 — 1998
Bachelors, Political Science / Finance
Joshua G. Winston, CIMA's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Financial Advisor Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Deskhub 2014 - Present
Wells Fargo Advisors, LLC March 2007 - February 2014
UBS October 2000 - March 2007
Piper Jaffray 2000 - 2006
Education
University of Arizona 1995 — 1999
Bachelor of Arts (B.A.), Psychology
University of California, Berkeley
Certified Investment Management Analyst (CIMA)
Ameriprise Financial Services, Inc. February 2014 - Present
Deskhub 2014 - Present
Wells Fargo Advisors, LLC March 2007 - February 2014
UBS October 2000 - March 2007
Piper Jaffray 2000 - 2006
Education
University of Arizona 1995 — 1999
Bachelor of Arts (B.A.), Psychology
University of California, Berkeley
Certified Investment Management Analyst (CIMA)
Frank Hinnendael's Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
ITT Technical Institute March 2009 - May 2011
Adecco August 2008 - February 2009
The University of Auckland February 2007 - November 2007
Research Animal Resources April 2005 - December 2005
University of Minnesota September 2003 - May 2004
Education
University of Auckland 2006 — 2008
MS, Marine Science
University of Minnesota-Twin Cities 2000 — 2004
BS, Biology major, Medieval Studies minor
Notre Dame Academy
Ameriprise Financial Services, Inc. June 2011 - Present
ITT Technical Institute March 2009 - May 2011
Adecco August 2008 - February 2009
The University of Auckland February 2007 - November 2007
Research Animal Resources April 2005 - December 2005
University of Minnesota September 2003 - May 2004
Education
University of Auckland 2006 — 2008
MS, Marine Science
University of Minnesota-Twin Cities 2000 — 2004
BS, Biology major, Medieval Studies minor
Notre Dame Academy
Nick Bartel's Ameriprise Financial Services, Inc. Experience May 2012 - February 2014
Job Senior Liability Claims Representative at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance February 2014 - Present
Ameriprise Financial Services, Inc. May 2012 - February 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Claims Handling, Conflict Resolution, Leadership, Time Management, Public Speaking, Data Analysis, Liability, Research
Education
University of Arizona 2007 — 2011
Bachelor of Science (BS), Criminal Justice/Business Management
Farmers Insurance February 2014 - Present
Ameriprise Financial Services, Inc. May 2012 - February 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Claims Handling, Conflict Resolution, Leadership, Time Management, Public Speaking, Data Analysis, Liability, Research
Education
University of Arizona 2007 — 2011
Bachelor of Science (BS), Criminal Justice/Business Management
Matt Rodrigue, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Hancock Horizon Investments June 2014 - March 2015
Invesco 2013 - 2014
Ameriprise Financial Services, Inc. November 2012 - November 2013
Cadina & Co, LLC August 2008 - 2012
Skills
Equities, Investments, Series 63, Equity Trading, FINRA, Fixed Income, Mutual Funds, Securities, Uniform Combined State..., Alternative Investments, Investment Advisory, Asset Allocation, Investment Strategies, Portfolio Management, Series 65, Series 7, series 55
Education
University of Alabama 2002 — 2006
B.S, Accounting
Jesuit High School- New Orleans 1998 — 2002
Ameriprise Financial Services, Inc. March 2015 - Present
Hancock Horizon Investments June 2014 - March 2015
Invesco 2013 - 2014
Ameriprise Financial Services, Inc. November 2012 - November 2013
Cadina & Co, LLC August 2008 - 2012
Skills
Equities, Investments, Series 63, Equity Trading, FINRA, Fixed Income, Mutual Funds, Securities, Uniform Combined State..., Alternative Investments, Investment Advisory, Asset Allocation, Investment Strategies, Portfolio Management, Series 65, Series 7, series 55
Education
University of Alabama 2002 — 2006
B.S, Accounting
Jesuit High School- New Orleans 1998 — 2002
Pradeep Kavuri's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Project Lead Business Analyst at BI WORLDWIDE
Industry Financial Services
Experience
BI WORLDWIDE February 2015 - Present
Ameriprise Financial Services, Inc. 2013 - Present
Citi 2013 - 2013
US Banccorp 2013 - 2013
Ameriprise Financial Services, Inc. 2010 - 2012
JPMorgan Chase & Co. 2009 - 2009
Coral 2007 - 2008
Skills
Requirements Gathering, Business Analysis, Data Analysis, Scrum, Agile & Waterfall..., Budget Forecasts, User Acceptance Testing, Test Planning, Implementation Planning, SAP ERP, Microsoft SQL Server, Oracle SQLServer, Microsoft Project, Project Planning, Mobile Applications, Business Process..., UML
Education
University of Bedfordshire 2006 — 2007
MSC Business Management and Marketing, Business Administration and Management, General
BI WORLDWIDE February 2015 - Present
Ameriprise Financial Services, Inc. 2013 - Present
Citi 2013 - 2013
US Banccorp 2013 - 2013
Ameriprise Financial Services, Inc. 2010 - 2012
JPMorgan Chase & Co. 2009 - 2009
Coral 2007 - 2008
Skills
Requirements Gathering, Business Analysis, Data Analysis, Scrum, Agile & Waterfall..., Budget Forecasts, User Acceptance Testing, Test Planning, Implementation Planning, SAP ERP, Microsoft SQL Server, Oracle SQLServer, Microsoft Project, Project Planning, Mobile Applications, Business Process..., UML
Education
University of Bedfordshire 2006 — 2007
MSC Business Management and Marketing, Business Administration and Management, General
Felix Chen, CFA's Ameriprise Financial Services, Inc. Experience 2001 - Present
Job Regional Risk Supervisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2001 - Present
Education
University of California, Berkeley 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services, Inc. 2001 - Present
Education
University of California, Berkeley 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Chuck Hoerl's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job Retired from Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Ameriprise August 2007 - April 2012
Ameriprise Financial July 2005 - August 2007
American Express F September 1995 - July 2005
IDS Financial Advisors August 1991 - September 1995
US Army May 1971 - August 1991
Skills
Series 7, Retirement Planning, Strategic Financial..., Investments, Financial Advisory, Insurance, Uniform Combined State..., Asset Allocation, Financial Services, Investment Advisory, Wealth Management, Retirement, Fixed Annuities, Mutual Funds, Estate Planning, Securities, Small Business, Series 63, Process Improvement
Education
JF Kennedy HS
University of Alaska Fairbanks
Western Michigan University
Business Management
Ameriprise Financial Services, Inc. April 2012 - Present
Ameriprise August 2007 - April 2012
Ameriprise Financial July 2005 - August 2007
American Express F September 1995 - July 2005
IDS Financial Advisors August 1991 - September 1995
US Army May 1971 - August 1991
Skills
Series 7, Retirement Planning, Strategic Financial..., Investments, Financial Advisory, Insurance, Uniform Combined State..., Asset Allocation, Financial Services, Investment Advisory, Wealth Management, Retirement, Fixed Annuities, Mutual Funds, Estate Planning, Securities, Small Business, Series 63, Process Improvement
Education
JF Kennedy HS
University of Alaska Fairbanks
Western Michigan University
Business Management
Nadia Ramos's Ameriprise Financial Services, Inc. Experience May 2012 - February 2013
Job Intern at financial advisory practice at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
University of San Francisco January 2012 - Present
Ameriprise Financial Services, Inc. May 2012 - February 2013
SulAmerica ING October 2003 - October 2006
American Express Bank (Brasil) September 2000 - September 2003
Skills
Data Analysis, Excel, VBA, Queries, SAS, matlab, Eviews, Bloomberg Terminal, Microsoft Office, Risk Management, Financial Modeling
Education
University of San Francisco 2011 — 2011
Master of Science, Risk Management
Universidade de São Paulo
Bachelor of Science, Economics
UC Berkeley 2012 — 2012
UC Santa Cruz 2009 — 2010
University of San Francisco January 2012 - Present
Ameriprise Financial Services, Inc. May 2012 - February 2013
SulAmerica ING October 2003 - October 2006
American Express Bank (Brasil) September 2000 - September 2003
Skills
Data Analysis, Excel, VBA, Queries, SAS, matlab, Eviews, Bloomberg Terminal, Microsoft Office, Risk Management, Financial Modeling
Education
University of San Francisco 2011 — 2011
Master of Science, Risk Management
Universidade de São Paulo
Bachelor of Science, Economics
UC Berkeley 2012 — 2012
UC Santa Cruz 2009 — 2010
Nihaal Rao, CFP, ChFC, CRPC's Ameriprise Financial Services, Inc. Experience November 1997 - November 2008
Job Vice President at Merrill Lynch Bank of America
Industry Financial Services
Experience
Merrill Lynch November 2008 - Present
Ameriprise Financial Services, Inc. November 1997 - November 2008
Skills
Retirement Planning, Retirement Income..., Series 66, Series 7, Saving for Education, Series 9, Series 10, ChFC, CRPC, AAMS, AWMA, Investments, Retirement, Uniform Combined State..., Wealth Management, Mutual Funds, Financial Advisory, Asset Allocation, Investment Advisory, FINRA, Financial Planning, Asset Management
Education
University of Arizona 1994 — 1997
Bachelor's degree, Economics
Granada Hills High Scool 1990 — 1994
Merrill Lynch November 2008 - Present
Ameriprise Financial Services, Inc. November 1997 - November 2008
Skills
Retirement Planning, Retirement Income..., Series 66, Series 7, Saving for Education, Series 9, Series 10, ChFC, CRPC, AAMS, AWMA, Investments, Retirement, Uniform Combined State..., Wealth Management, Mutual Funds, Financial Advisory, Asset Allocation, Investment Advisory, FINRA, Financial Planning, Asset Management
Education
University of Arizona 1994 — 1997
Bachelor's degree, Economics
Granada Hills High Scool 1990 — 1994
Paul Rhyne, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience August 1984 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc..
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1984 - Present
Education
University of North Carolina at Chapel Hill 1966 — 1974
Bachelor of Art, Political Science
University of Alabama
Post Graduate Certificate, Human Service Administration
Ameriprise Financial Services, Inc. August 1984 - Present
Education
University of North Carolina at Chapel Hill 1966 — 1974
Bachelor of Art, Political Science
University of Alabama
Post Graduate Certificate, Human Service Administration
William Pulliam's Ameriprise Financial Services, Inc. Experience December 1980 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1980 - Present
Suburban Publications January 1970 - November 1980
Education
University of Arkansas at Little Rock 1965 — 1968
Business
Ameriprise Financial Services, Inc. December 1980 - Present
Suburban Publications January 1970 - November 1980
Education
University of Arkansas at Little Rock 1965 — 1968
Business
Lynette Ringstad's Ameriprise Financial Services, Inc. Experience September 2010 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2010 - Present
Education
South Hamilton High School
University of Baltimore
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. September 2010 - Present
Education
South Hamilton High School
University of Baltimore
Bachelor of Science (B.S.), Finance
Molly Kaska's Ameriprise Financial Services, Inc. Experience January 2010 - August 2010
Job Financial Institution Examiner at Federal Deposit Insurance Corporation (FDIC)
Industry Banking
Experience
Federal Deposit Insurance Corporation (FDIC) December 2014 - Present
FDIC May 2011 - December 2014
Ameriprise Financial Services, Inc. January 2010 - August 2010
Skills
Financial Analysis, Credit Analysis, Risk Management, Banking
Education
University of Alabama, Manderson Graduate School of Business 2010 — 2011
Master of Science, Finance
University of Alabama 2007 — 2011
Bachelor of Science, Finance
Federal Deposit Insurance Corporation (FDIC) December 2014 - Present
FDIC May 2011 - December 2014
Ameriprise Financial Services, Inc. January 2010 - August 2010
Skills
Financial Analysis, Credit Analysis, Risk Management, Banking
Education
University of Alabama, Manderson Graduate School of Business 2010 — 2011
Master of Science, Finance
University of Alabama 2007 — 2011
Bachelor of Science, Finance
Enpu (David) Zhang's Ameriprise Financial Services, Inc. Experience May 2011 - July 2011
Job Business Intelligence Professional
Industry Think Tanks
Experience
BofI Federal Bank March 2015 - Present
McKesson November 2013 - March 2015
LPL Financial June 2013 - October 2013
Tang Capital Management April 2013 - June 2013
UST Global June 2011 - January 2013
Ameriprise Financial Services, Inc. May 2011 - July 2011
Skills
Microsoft Office, Word, MS Project, MS Visio, Excel, PowerPoint, Outlook, Access, OneNote, ClarityPPM, Clarity OWB, SynergyOne, E-views, Computer Hardware..., R-Commander, SharePoint, MS paint, HPQC, Conversational Mandarin, Regression Testing, Forecasting, Futures, Annuities, Corporate Finance, Accounting, Finance Calculator...
Education
University of California, Irvine
Bachelor's Degree, Economics
BofI Federal Bank March 2015 - Present
McKesson November 2013 - March 2015
LPL Financial June 2013 - October 2013
Tang Capital Management April 2013 - June 2013
UST Global June 2011 - January 2013
Ameriprise Financial Services, Inc. May 2011 - July 2011
Skills
Microsoft Office, Word, MS Project, MS Visio, Excel, PowerPoint, Outlook, Access, OneNote, ClarityPPM, Clarity OWB, SynergyOne, E-views, Computer Hardware..., R-Commander, SharePoint, MS paint, HPQC, Conversational Mandarin, Regression Testing, Forecasting, Futures, Annuities, Corporate Finance, Accounting, Finance Calculator...
Education
University of California, Irvine
Bachelor's Degree, Economics
Raja Kapil Dev Polineni's Ameriprise Financial Services, Inc. Experience July 2009 - September 2011
Job at
Industry Information Technology and Services
Experience
State of Connecticut May 2014 - Present
State of Connecticut September 2012 - Present
State of Connecticut January 2012 - September 2012
March of Dimes September 2011 - February 2012
Ameriprise Financial Services, Inc. July 2009 - September 2011
Skills
Agile Project Management, Business Analysis, Software Project..., Requirements Analysis, MS Project, Visio, Vendor Management, Program Management, SDLC, SharePoint, Risk Management, Financial Services, CA Clarity, Strategic Planning, Project Planning, Portfolio Management, Project Portfolio..., Change Management, Compliance, SOX Compliancy, Operational Readiness, Resource Management, ROI Strategies, Quality Center, Business Process..., Integration
Education
JNTU
B.Tech, Electronics & Communications
University of Bridgeport
M.S., Electrical Engineering
State of Connecticut May 2014 - Present
State of Connecticut September 2012 - Present
State of Connecticut January 2012 - September 2012
March of Dimes September 2011 - February 2012
Ameriprise Financial Services, Inc. July 2009 - September 2011
Skills
Agile Project Management, Business Analysis, Software Project..., Requirements Analysis, MS Project, Visio, Vendor Management, Program Management, SDLC, SharePoint, Risk Management, Financial Services, CA Clarity, Strategic Planning, Project Planning, Portfolio Management, Project Portfolio..., Change Management, Compliance, SOX Compliancy, Operational Readiness, Resource Management, ROI Strategies, Quality Center, Business Process..., Integration
Education
JNTU
B.Tech, Electronics & Communications
University of Bridgeport
M.S., Electrical Engineering
Chisholm Carruthers's Ameriprise Financial Services, Inc. Experience January 2012 - April 2012
Job Commercial Lending at BBVA Compass
Industry Financial Services
Experience
BBVA Compass August 2012 - Present
Ameriprise Financial Services, Inc. January 2012 - April 2012
BBVA Compass June 2011 - July 2011
Skills
Portfolio Management, Risk Management, Loans, Commercial Lending
Education
University of Alabama 2008 — 2012
Bachelor of Science, Commerce and Business Administration; Finance, Economics, 3.35
BBVA Compass August 2012 - Present
Ameriprise Financial Services, Inc. January 2012 - April 2012
BBVA Compass June 2011 - July 2011
Skills
Portfolio Management, Risk Management, Loans, Commercial Lending
Education
University of Alabama 2008 — 2012
Bachelor of Science, Commerce and Business Administration; Finance, Economics, 3.35
Patrick Verdon's Ameriprise Financial Services, Inc. Experience August 2012 - July 2013
Job Financial Advisor at Merrill Edge, Merrill Lynch
Industry Financial Services
Experience
Merrill Edge August 2013 - Present
Ameriprise Financial Services, Inc. August 2012 - July 2013
Northwestern Mutual May 2012 - August 2012
Skills
Retirement Planning, Insurance, Financial Advisory, CRM, Strategic Financial..., Finance, Wealth, Financial Services, Investments, Strategy, Series 6, Life Insurance, Series 63, Financial Analysis, Investment Strategies, Financial Planning, Microsoft Excel, Microsoft Office
Education
University of Arizona, Eller College of Management 2008 — 2012
Bachelor of Science (BS), Economics
Merrill Edge August 2013 - Present
Ameriprise Financial Services, Inc. August 2012 - July 2013
Northwestern Mutual May 2012 - August 2012
Skills
Retirement Planning, Insurance, Financial Advisory, CRM, Strategic Financial..., Finance, Wealth, Financial Services, Investments, Strategy, Series 6, Life Insurance, Series 63, Financial Analysis, Investment Strategies, Financial Planning, Microsoft Excel, Microsoft Office
Education
University of Arizona, Eller College of Management 2008 — 2012
Bachelor of Science (BS), Economics
Timothy Schouten's Ameriprise Financial Services, Inc. Experience August 2007 - February 2013
Job IT Specialist 2 at State of Minnesota
Industry Financial Services
Experience
State of Minnesota February 2013 - Present
Ameriprise Financial Services, Inc. August 2007 - February 2013
Telstra BigPond October 2005 - October 2006
Government of South Australia January 2004 - October 2004
Government of South Australia January 2003 - December 2003
Australian Bureau of Statistics January 2002 - December 2002
Australian Bureau of Statistics July 1997 - December 2001
Australian Government January 1993 - June 1997
Skills
Crystal Reports, Oracle SQL Developer, Microsoft SQL Server, Visual Studio, Visual Basic, Survey Methodology, Macola, Macola Progression, QuestionMark, Qualtrics, Salesforce.com, Regression Analysis, Data Analysis, Learning Management..., PeopleSoft, Economics, Fleet Management, Econometrics, Financial Analysis, Customer Service, Customer Oriented, Microsoft Office, Microsoft Excel, Survey Design, PowerPoint, Microsoft Word, Report Writing, Intelligence Analysis, Sales, Business Process..., Time Management, Problem Solving
Education
University of Adelaide 1997 — 2002
Bachelor of Economics, Economics
State of Minnesota February 2013 - Present
Ameriprise Financial Services, Inc. August 2007 - February 2013
Telstra BigPond October 2005 - October 2006
Government of South Australia January 2004 - October 2004
Government of South Australia January 2003 - December 2003
Australian Bureau of Statistics January 2002 - December 2002
Australian Bureau of Statistics July 1997 - December 2001
Australian Government January 1993 - June 1997
Skills
Crystal Reports, Oracle SQL Developer, Microsoft SQL Server, Visual Studio, Visual Basic, Survey Methodology, Macola, Macola Progression, QuestionMark, Qualtrics, Salesforce.com, Regression Analysis, Data Analysis, Learning Management..., PeopleSoft, Economics, Fleet Management, Econometrics, Financial Analysis, Customer Service, Customer Oriented, Microsoft Office, Microsoft Excel, Survey Design, PowerPoint, Microsoft Word, Report Writing, Intelligence Analysis, Sales, Business Process..., Time Management, Problem Solving
Education
University of Adelaide 1997 — 2002
Bachelor of Economics, Economics
Sharon (O Brien) Leathem's Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2011 - Present
Skills
Strategic Financial..., Retirement Planning, Investment Advisory, Wealth Management, Management, Operational Excellence, Client Services, Service Delivery, Calendar Planning, Trading Systems, Thompson One, Microsoft Excel, Microsoft Word, Series 7
Education
University College Dublin 1991 — 1995
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. 2011 - Present
Skills
Strategic Financial..., Retirement Planning, Investment Advisory, Wealth Management, Management, Operational Excellence, Client Services, Service Delivery, Calendar Planning, Trading Systems, Thompson One, Microsoft Excel, Microsoft Word, Series 7
Education
University College Dublin 1991 — 1995
Bachelor of Arts (B.A.), Economics
Ben Carabin's Ameriprise Financial Services, Inc. Experience May 2011 - August 2011
Job Patient Access Representative at St. Catherine Hospital
Industry Hospital & Health Care
Experience
St. Catherine Hospital December 2014 - Present
Famous Footwear August 2014 - January 2015
Tuscaloosa Toyota February 2014 - August 2014
Bob's Victory Grille November 2013 - February 2014
Coca-Cola Bottling Company United, Inc. July 2013 - September 2013
UA Department of Building Maintenance June 2009 - May 2013
Ameriprise Financial Services, Inc. May 2011 - August 2011
The Cypress Inn January 2009 - June 2009
Skills
PowerPoint, Microsoft Excel, Customer Service, Time Management, Data Entry, Outlook, Administrative...
Education
University of Alabama 2009 — 2013
Bachelor of Science, Consumer Sciences
St. Catherine Hospital December 2014 - Present
Famous Footwear August 2014 - January 2015
Tuscaloosa Toyota February 2014 - August 2014
Bob's Victory Grille November 2013 - February 2014
Coca-Cola Bottling Company United, Inc. July 2013 - September 2013
UA Department of Building Maintenance June 2009 - May 2013
Ameriprise Financial Services, Inc. May 2011 - August 2011
The Cypress Inn January 2009 - June 2009
Skills
PowerPoint, Microsoft Excel, Customer Service, Time Management, Data Entry, Outlook, Administrative...
Education
University of Alabama 2009 — 2013
Bachelor of Science, Consumer Sciences
Debbie Coyle's Ameriprise Financial Services, Inc. Experience April 2006 - Present
Job Certified Financial Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2006 - Present
Morgan Stanley January 2000 - April 2006
Education
University of Arizona 1986 — 1988
Master of Science (MS), Exercise Physiology
University of Michigan 1982 — 1986
Bachelor of Science (BS), Kinesiology and Exercise Science
Ameriprise Financial Services, Inc. April 2006 - Present
Morgan Stanley January 2000 - April 2006
Education
University of Arizona 1986 — 1988
Master of Science (MS), Exercise Physiology
University of Michigan 1982 — 1986
Bachelor of Science (BS), Kinesiology and Exercise Science
Michael Weisman's Ameriprise Financial Services, Inc. Experience January 2007 - July 2010
Job Human Resources / Restaurant Professional
Industry Restaurants
Experience
Tommy Bahama's July 2014 - Present
Pasta Pomodoro, Inc. 2011 - 2014
Ameriprise Financial Services, Inc. January 2007 - July 2010
Skills
Customer Service, Team Building, Management, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Time Management, Leadership, Research
Education
University of California, Irvine
Bachelor of Arts (B.A.), Psychology
Tommy Bahama's July 2014 - Present
Pasta Pomodoro, Inc. 2011 - 2014
Ameriprise Financial Services, Inc. January 2007 - July 2010
Skills
Customer Service, Team Building, Management, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Time Management, Leadership, Research
Education
University of California, Irvine
Bachelor of Arts (B.A.), Psychology
Abigail MacDonald's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Intern at Springwoods Behavioral Health
Industry Mental Health Care
Experience
University of Arkansas February 2015 - Present
Pier 1 Imports February 2015 - August 2015
Springwoods Behavioral Health January 2015 - May 2015
Ameriprise Financial Services, Inc. May 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Leadership, Service, Teamwork, Social Media, Research, Social Networking, Time Management, Data Analysis, Public Relations, Team Building, Nonprofits, Fundraising, Editing, Community Outreach, Customer Satisfaction, Retail
Education
University of Arkansas 2012 — 2016
Bachelor of Social Work, Social Work
Nerinx Hall High School 2009 — 2012
High School Diploma
University of Arkansas February 2015 - Present
Pier 1 Imports February 2015 - August 2015
Springwoods Behavioral Health January 2015 - May 2015
Ameriprise Financial Services, Inc. May 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Leadership, Service, Teamwork, Social Media, Research, Social Networking, Time Management, Data Analysis, Public Relations, Team Building, Nonprofits, Fundraising, Editing, Community Outreach, Customer Satisfaction, Retail
Education
University of Arkansas 2012 — 2016
Bachelor of Social Work, Social Work
Nerinx Hall High School 2009 — 2012
High School Diploma
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank