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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Ameriprise Financial Services, Inc. Employees
Employee
Years
Job
Industry
Cole Linquist Cole Linquist's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Financial Planning Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. September 2014 - Present
Ledford Financial January 2014 - September 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Accounting, Leadership
Education
University of Central Florida 2009 — 2013
Finance, General
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. September 2014 - Present
Ledford Financial January 2014 - September 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Accounting, Leadership
Education
University of Central Florida 2009 — 2013
Finance, General
Josh Grassel Josh Grassel's Ameriprise Financial Services, Inc. Experience December 2013 - December 2014
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments February 2015 - July 2015
Ameriprise Financial Services, Inc. December 2013 - December 2014
Citi February 2011 - December 2013
Education
University of California, Santa Cruz
Psychology
Berkeley High School 1999 — 2003
Fidelity Investments July 2015 - Present
Fidelity Investments February 2015 - July 2015
Ameriprise Financial Services, Inc. December 2013 - December 2014
Citi February 2011 - December 2013
Education
University of California, Santa Cruz
Psychology
Berkeley High School 1999 — 2003
Katelin Robertson Katelin Robertson's Ameriprise Financial Services, Inc. Experience January 2014 - June 2014
Job Underwriting Assistant at Rockhill Insurance Company, a division of State Auto Insurance Companies
Industry Insurance
Experience
Rockhill Insurance Company, a division of State Auto Insurance Companies August 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - June 2014
Risk Services of Arkansas August 2013 - December 2013
American Management Corporation April 2012 - August 2013
University of Central Arkansas October 2011 - March 2013
Angela Conrad Inc. November 2011 - April 2012
Premiere Tans February 2011 - November 2011
The Heritage Company December 2006 - November 2007
Skills
Customer Service, PowerPoint, Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Marketing, Advertising, Finance, Office Management, Commercial Insurance, Databases, Risk Management, Management, Team Building, Marketing Strategy, Life and Health..., Financial Planning
Education
University of Central Arkansas 2010 — 2013
Bachelor's Degree, Insurance and Risk Management, 3.69
Conway High School 2004 — 2008
High School Diploma, Graduated in the top 10% of the class.
Rockhill Insurance Company, a division of State Auto Insurance Companies August 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - June 2014
Risk Services of Arkansas August 2013 - December 2013
American Management Corporation April 2012 - August 2013
University of Central Arkansas October 2011 - March 2013
Angela Conrad Inc. November 2011 - April 2012
Premiere Tans February 2011 - November 2011
The Heritage Company December 2006 - November 2007
Skills
Customer Service, PowerPoint, Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Marketing, Advertising, Finance, Office Management, Commercial Insurance, Databases, Risk Management, Management, Team Building, Marketing Strategy, Life and Health..., Financial Planning
Education
University of Central Arkansas 2010 — 2013
Bachelor's Degree, Insurance and Risk Management, 3.69
Conway High School 2004 — 2008
High School Diploma, Graduated in the top 10% of the class.
Jerrod McClung Jerrod McClung's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Financial Advisor, Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
LPL Financial November 2010 - November 2013
Merrill Lynch June 2007 - November 2010
UBS Wealth Management January 2005 - June 2007
Education
UCLA 1993 — 1998
Bachelor of Psychology, Specialization in Business & Administration
La Jolla High School 1990 — 1993
Ameriprise Financial Services, Inc. November 2013 - Present
LPL Financial November 2010 - November 2013
Merrill Lynch June 2007 - November 2010
UBS Wealth Management January 2005 - June 2007
Education
UCLA 1993 — 1998
Bachelor of Psychology, Specialization in Business & Administration
La Jolla High School 1990 — 1993
Kristina Liuag Kristina Liuag's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Paraplanner and Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
UCLA Office of Residential Life May 2012 - September 2014
The Coca-Cola Company August 2013 - June 2014
UCLA Athletics October 2011 - June 2014
Ameriprise Financial Services, Inc. June 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, HTML, Public Speaking, Teamwork, Windows, English, Editing, Fundraising, Outlook, Social Networking, Program Management, Facebook, Event Planning, Data Analysis, Spanish, Higher Education, Blogging, Public Relations, Event Management, Social Media Marketing, Student Development, Student Affairs, Marketing, Political Science, International Relations, Sales, Sports Marketing, Sports, Financial Analysis, Community Outreach, Nonprofits, Volunteer Management, Teaching, Public Policy, Critical Thinking, Leadership, Management, Time Management, Finance
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Ameriprise Financial Services, Inc. June 2014 - Present
UCLA Office of Residential Life May 2012 - September 2014
The Coca-Cola Company August 2013 - June 2014
UCLA Athletics October 2011 - June 2014
Ameriprise Financial Services, Inc. June 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, HTML, Public Speaking, Teamwork, Windows, English, Editing, Fundraising, Outlook, Social Networking, Program Management, Facebook, Event Planning, Data Analysis, Spanish, Higher Education, Blogging, Public Relations, Event Management, Social Media Marketing, Student Development, Student Affairs, Marketing, Political Science, International Relations, Sales, Sports Marketing, Sports, Financial Analysis, Community Outreach, Nonprofits, Volunteer Management, Teaching, Public Policy, Critical Thinking, Leadership, Management, Time Management, Finance
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Jixiao (Vivian) Ma Jixiao (Vivian) Ma's Ameriprise Financial Services, Inc. Experience September 2014 - December 2014
Job Student at University of Southern California
Industry Financial Services
Experience
USC Chinese Students & Scholars Association (CSSA) March 2014 - Present
University of Southern California August 2013 - Present
Ameriprise Financial Services, Inc. September 2014 - December 2014
Department of Economics, UC San Diego September 2012 - March 2013
Department of Economics, UCSD September 2012 - December 2012
Department of Mathematics, UC San Diego January 2012 - December 2012
Bank of Montreal (China) Co. Ltd. Beijing Branch August 2012 - September 2012
Trust Business Department 3, Kunlun Trust Co., Ltd. June 2012 - July 2012
UC San Diego, Pines Dining Hall March 2011 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Matlab, Research, Data Analysis, Photoshop, Customer Service, Teamwork, Stata, Economics, Statistics, SPSS
Education
University of Southern California 2013 — 2015
Master of Arts (M.A.), Economics
University of California, Los Angeles Extension 2013 — 2014
Certificate, Personal Financial Planning
University of California, San Diego 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.83
USC Chinese Students & Scholars Association (CSSA) March 2014 - Present
University of Southern California August 2013 - Present
Ameriprise Financial Services, Inc. September 2014 - December 2014
Department of Economics, UC San Diego September 2012 - March 2013
Department of Economics, UCSD September 2012 - December 2012
Department of Mathematics, UC San Diego January 2012 - December 2012
Bank of Montreal (China) Co. Ltd. Beijing Branch August 2012 - September 2012
Trust Business Department 3, Kunlun Trust Co., Ltd. June 2012 - July 2012
UC San Diego, Pines Dining Hall March 2011 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Matlab, Research, Data Analysis, Photoshop, Customer Service, Teamwork, Stata, Economics, Statistics, SPSS
Education
University of Southern California 2013 — 2015
Master of Arts (M.A.), Economics
University of California, Los Angeles Extension 2013 — 2014
Certificate, Personal Financial Planning
University of California, San Diego 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.83
Shannon Armitage's Ameriprise Financial Services, Inc. Experience February 2011 - December 2011
Job Executive Assistant at Hearsay Social
Industry Computer Software
Experience
Hearsay Social November 2014 - Present
Fastly May 2014 - October 2014
Mozilla January 2012 - April 2014
Ameriprise Financial Services, Inc. February 2011 - December 2011
FAZ Restaurants June 2009 - February 2011
Skills
Office Management, Administrative Office..., Executive Calendar..., Travel Management, Executive..., Event Planning, Office Administration, Administrative..., Mozilla, Human Resources, Meeting Planning, Concur, Administrative..., Travel Arrangements
Education
University of California, Santa Barbara 2005 — 2009
Hearsay Social November 2014 - Present
Fastly May 2014 - October 2014
Mozilla January 2012 - April 2014
Ameriprise Financial Services, Inc. February 2011 - December 2011
FAZ Restaurants June 2009 - February 2011
Skills
Office Management, Administrative Office..., Executive Calendar..., Travel Management, Executive..., Event Planning, Office Administration, Administrative..., Mozilla, Human Resources, Meeting Planning, Concur, Administrative..., Travel Arrangements
Education
University of California, Santa Barbara 2005 — 2009
Shane Brophy's Ameriprise Financial Services, Inc. Experience April 2012 - December 2012
Job Financial Analyst Verizon
Industry Financial Services
Experience
Verizon June 2014 - Present
Ameriprise Financial Services, Inc. April 2012 - December 2012
Skills
Cross-functional Team..., Business Meetings, Data Analysis, Marketing Research, Market Research, Financial Modeling, Strategic Leadership, Statistics, Finance, Mutual Funds, Portfolio Management, Economics, PowerPoint, Microsoft Excel, Microsoft Office
Education
University of Central Florida - College of Business Administration 2011 — 2013
B.S.B.A., Business Economics
Valencia Community College 2008 — 2011
Associate Arts, General Business
Verizon June 2014 - Present
Ameriprise Financial Services, Inc. April 2012 - December 2012
Skills
Cross-functional Team..., Business Meetings, Data Analysis, Marketing Research, Market Research, Financial Modeling, Strategic Leadership, Statistics, Finance, Mutual Funds, Portfolio Management, Economics, PowerPoint, Microsoft Excel, Microsoft Office
Education
University of Central Florida - College of Business Administration 2011 — 2013
B.S.B.A., Business Economics
Valencia Community College 2008 — 2011
Associate Arts, General Business
Jasmin Sahota Jasmin Sahota's Ameriprise Financial Services, Inc. Experience November 2010 - November 2011
Job Web Metrics Analyst at Cisco
Industry Information Technology and Services
Experience
Cisco March 2015 - Present
Cisco October 2014 - Present
SK telecom Americas Innopartners May 2014 - September 2014
Cloud Carrier Corporation January 2014 - April 2014
University of California, Los Angeles January 2013 - March 2014
UCLA Anderson School of Management February 2013 - December 2013
Ameriprise Financial Services, Inc. November 2010 - November 2011
SIS Infotech Pvt. Ltd October 2008 - October 2010
Skills
Social Media Marketing, Blogging, Market Research, Corporate Communications, Strategy, Marketing, Brand Development, Marketing Communications, Employee Engagement, Internal Communications, Social Networking, Email Marketing, Leadership, Public Speaking, Facebook, Newsletters, Training, Web Content, Content Development, Business Development, Copywriting, Strategic Planning, Link Building, Social Media, Editing, Team Management, Employee Relations, Process Improvement, Search Engine Ranking, Press Releases, Creative Briefs, Management, Start-ups, CRM, Digital Marketing, Online Marketing, Adobe Site Catalyst, Tableau
Education
University of California, Los Angeles 2013 — 2013
Marketing Certificate, Social Media Marketing and Web Analytics
Institute of Management Studies, H.P University 2006 — 2008
MBA, Human Resources Management/ Marketing Management
St.Bedes, H.P university 2003 — 2006
Bachelor of Arts (B.A.), English Honors, Psychology
Cisco March 2015 - Present
Cisco October 2014 - Present
SK telecom Americas Innopartners May 2014 - September 2014
Cloud Carrier Corporation January 2014 - April 2014
University of California, Los Angeles January 2013 - March 2014
UCLA Anderson School of Management February 2013 - December 2013
Ameriprise Financial Services, Inc. November 2010 - November 2011
SIS Infotech Pvt. Ltd October 2008 - October 2010
Skills
Social Media Marketing, Blogging, Market Research, Corporate Communications, Strategy, Marketing, Brand Development, Marketing Communications, Employee Engagement, Internal Communications, Social Networking, Email Marketing, Leadership, Public Speaking, Facebook, Newsletters, Training, Web Content, Content Development, Business Development, Copywriting, Strategic Planning, Link Building, Social Media, Editing, Team Management, Employee Relations, Process Improvement, Search Engine Ranking, Press Releases, Creative Briefs, Management, Start-ups, CRM, Digital Marketing, Online Marketing, Adobe Site Catalyst, Tableau
Education
University of California, Los Angeles 2013 — 2013
Marketing Certificate, Social Media Marketing and Web Analytics
Institute of Management Studies, H.P University 2006 — 2008
MBA, Human Resources Management/ Marketing Management
St.Bedes, H.P university 2003 — 2006
Bachelor of Arts (B.A.), English Honors, Psychology
Dane Horn Dane Horn's Ameriprise Financial Services, Inc. Experience July 2005 - December 2005
Job Account Executive
Industry Computer Software
Experience
Jobvite August 2014 - Present
Jobvite March 2013 - August 2014
Paradise Shave Ice March 2009 - August 2014
Wells Fargo Bank October 2012 - March 2013
iCiX (Contract) September 2009 - March 2010
Franklin Templeton Investments July 2008 - February 2009
Franklin Templeton Investments March 2006 - July 2008
Ameriprise Financial Services, Inc. July 2005 - December 2005
Skills
Account Management, Channel Sales, Client Retention, Consultative Sales, Forecasting, New Business Development, SaaS, Staff Management, Strategic Planning, Territory Development, Lead Generation, Sales Process, Customer Retention, Salesforce.com, Business Development, Customer Service, Start-ups, Sales, CRM, Management
Education
University of California, San Diego 2000 — 2004
Bachelor of Arts, Economics
Jobvite August 2014 - Present
Jobvite March 2013 - August 2014
Paradise Shave Ice March 2009 - August 2014
Wells Fargo Bank October 2012 - March 2013
iCiX (Contract) September 2009 - March 2010
Franklin Templeton Investments July 2008 - February 2009
Franklin Templeton Investments March 2006 - July 2008
Ameriprise Financial Services, Inc. July 2005 - December 2005
Skills
Account Management, Channel Sales, Client Retention, Consultative Sales, Forecasting, New Business Development, SaaS, Staff Management, Strategic Planning, Territory Development, Lead Generation, Sales Process, Customer Retention, Salesforce.com, Business Development, Customer Service, Start-ups, Sales, CRM, Management
Education
University of California, San Diego 2000 — 2004
Bachelor of Arts, Economics
Sophia Nguyen's Ameriprise Financial Services, Inc. Experience May 2015 - July 2015
Job Certified Financial Planner Intern at Ameriprise Financial Services, Inc.
Industry
Experience
Ameriprise Financial Services, Inc. May 2015 - July 2015
Whova January 2015 - March 2015
Vietnamese Student Association December 2013 - June 2014
Gahr High School 2012 - 2014
n/a June 2013 - December 2013
Twila Reid Elementary October 2011 - June 2012
Regional Occupational Program September 2011 - June 2012
Skills
Leadership, Teamwork, Time Management, Social Skills, Public Speaking, Critical Thinking, Social Networking, PowerPoint, Microsoft Word, Microsoft Office, English, Microsoft Excel, Stata, Matlab, Economics, Marketing, Email Marketing, Market Research
Education
University of California, San Diego 2012 — 2016
Bachelor's degree, Management Science, 3.58
Western High School 2008 — 2012
Ameriprise Financial Services, Inc. May 2015 - July 2015
Whova January 2015 - March 2015
Vietnamese Student Association December 2013 - June 2014
Gahr High School 2012 - 2014
n/a June 2013 - December 2013
Twila Reid Elementary October 2011 - June 2012
Regional Occupational Program September 2011 - June 2012
Skills
Leadership, Teamwork, Time Management, Social Skills, Public Speaking, Critical Thinking, Social Networking, PowerPoint, Microsoft Word, Microsoft Office, English, Microsoft Excel, Stata, Matlab, Economics, Marketing, Email Marketing, Market Research
Education
University of California, San Diego 2012 — 2016
Bachelor's degree, Management Science, 3.58
Western High School 2008 — 2012
Brandon Duensing's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Education
University of Central Florida 2010 — 2012
Bachelor’s Degree, International/Global Studies
Ameriprise Financial Services, Inc. July 2013 - Present
Education
University of Central Florida 2010 — 2012
Bachelor’s Degree, International/Global Studies
John S. Mc Connell, III, CFP® , CRPC® , APMA®'s Ameriprise Financial Services, Inc. Experience April 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2003 - Present
ECI Telecom 1999 - 2002
ADC 1992 - 1998
Education
University of Central Florida 1976 — 1981
BS, Engineering
Ameriprise Financial Services, Inc. April 2003 - Present
ECI Telecom 1999 - 2002
ADC 1992 - 1998
Education
University of Central Florida 1976 — 1981
BS, Engineering
Taylor Ingram's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Financial Analyst Intern at UCF/Lockheed Martin CWEP, Financial Advisor Intern at Ameriprise Financial Services
Industry Financial Services
Experience
Lockheed Martin September 2015 - Present
Ameriprise Financial Services, Inc. May 2015 - Present
North American Risk Services November 2014 - May 2015
Eaton's Beach Bar and Grill April 2014 - September 2014
Skills
Finance, Entrepreneurship, Marketing, Economics, Stock Market, Social Media, Microsoft Excel, PowerPoint, Team Leadership, Customer Service, Time Management, Social Networking, Organization Skills, Leadership, Microsoft Office, Teamwork, Research
Education
University of Central Florida 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, GPA: 3.5 Finance GPA: 3.9
Lockheed Martin September 2015 - Present
Ameriprise Financial Services, Inc. May 2015 - Present
North American Risk Services November 2014 - May 2015
Eaton's Beach Bar and Grill April 2014 - September 2014
Skills
Finance, Entrepreneurship, Marketing, Economics, Stock Market, Social Media, Microsoft Excel, PowerPoint, Team Leadership, Customer Service, Time Management, Social Networking, Organization Skills, Leadership, Microsoft Office, Teamwork, Research
Education
University of Central Florida 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, GPA: 3.5 Finance GPA: 3.9
Rebecca (Beckii) Leung Rebecca (Beckii) Leung's Ameriprise Financial Services, Inc. Experience March 2011 - September 2011
Job Revenue Assurance Analyst at Ultra Mobile
Industry Marketing and Advertising
Experience
Ultra Mobile July 2014 - Present
Ultra Mobile November 2013 - July 2014
Noodle World, Inc. December 2011 - May 2014
New York Life Insurance Company February 2013 - May 2013
Kappa Zeta Phi Sorority September 2009 - May 2013
Business Expo Center January 2013 - April 2013
UCI Hospitality and Dining- Pippin Commons November 2010 - September 2012
Ameriprise Financial Services, Inc. March 2011 - September 2011
Skills
Marketing, Social Media, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Research, Training, Public Speaking, Microsoft Word, Event Planning, Facebook, Social Networking, Blogging, Social Media Marketing, SEO, Sales, Editing, Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration, GPA: 3.709
Ultra Mobile July 2014 - Present
Ultra Mobile November 2013 - July 2014
Noodle World, Inc. December 2011 - May 2014
New York Life Insurance Company February 2013 - May 2013
Kappa Zeta Phi Sorority September 2009 - May 2013
Business Expo Center January 2013 - April 2013
UCI Hospitality and Dining- Pippin Commons November 2010 - September 2012
Ameriprise Financial Services, Inc. March 2011 - September 2011
Skills
Marketing, Social Media, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Research, Training, Public Speaking, Microsoft Word, Event Planning, Facebook, Social Networking, Blogging, Social Media Marketing, SEO, Sales, Editing, Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration, GPA: 3.709
Jodi Fields Jodi Fields's Ameriprise Financial Services, Inc. Experience June 2006 - March 2007
Job Customer Service Lead
Industry Retail
Experience
Amazon September 2011 - Present
Delta Global Staffing, a Wholly Owned Subsidiary of Delta Air Lines March 2007 - November 2012
Ameriprise Financial Services, Inc. June 2006 - March 2007
The Home Depot December 1999 - June 2006
Skills
Outlook, Excel, Data Analysis, PowerPoint, Customer Service, Customer Surveys, Sales Management, Microsoft Office, People Skills, Team Leadership, Leadership Development, Delegation, Training & Development, Work From Home, Time Management, Microsoft Excel, Human Resources, Leadership, Employee Training, Program Management, Management, Team Building, Team Management
Education
Western Governors University 2012 — 2014
Master of Business Administration (MBA), Management and Strategy
University of Cincinnati 1999 — 2005
Bachelor of Science (B.S.), Business Economics
McAuley High School 1995 — 1999
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Amazon September 2011 - Present
Delta Global Staffing, a Wholly Owned Subsidiary of Delta Air Lines March 2007 - November 2012
Ameriprise Financial Services, Inc. June 2006 - March 2007
The Home Depot December 1999 - June 2006
Skills
Outlook, Excel, Data Analysis, PowerPoint, Customer Service, Customer Surveys, Sales Management, Microsoft Office, People Skills, Team Leadership, Leadership Development, Delegation, Training & Development, Work From Home, Time Management, Microsoft Excel, Human Resources, Leadership, Employee Training, Program Management, Management, Team Building, Team Management
Education
Western Governors University 2012 — 2014
Master of Business Administration (MBA), Management and Strategy
University of Cincinnati 1999 — 2005
Bachelor of Science (B.S.), Business Economics
McAuley High School 1995 — 1999
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jeannine Granier Jeannine Granier's Ameriprise Financial Services, Inc. Experience 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1993 - Present
Education
Central Missouri State University
Bachelor of Science (B.S.), Business Administration
University of New Orleans
Master of Business Administration (MBA)
Ameriprise Financial Services, Inc. 1993 - Present
Education
Central Missouri State University
Bachelor of Science (B.S.), Business Administration
University of New Orleans
Master of Business Administration (MBA)
Michael Liang, CFP® CPWA® CRPC®'s Ameriprise Financial Services, Inc. Experience March 2006 - June 2008
Job Instructor at University of California, Irvine Extension
Industry Financial Services
Experience
Liang & Quinley Wealth Management October 2011 - Present
University of California, Irvine Extension September 2014 - Present
Cathay Bank June 2008 - October 2011
Ameriprise Financial Services, Inc. March 2006 - June 2008
Skills
Financial Services, Asset Management, Series 7, Mutual Funds, Retirement Planning, Fixed Income, Cash Management, Securities, Investment Advisory, Alternative Investments, Estate Planning, Corporate Finance, Asset Allocation, Investment Strategies, Equities
Education
University of California, San Diego 2001 — 2005
Bachelor of Science (B.S.), Management Science
Liang & Quinley Wealth Management October 2011 - Present
University of California, Irvine Extension September 2014 - Present
Cathay Bank June 2008 - October 2011
Ameriprise Financial Services, Inc. March 2006 - June 2008
Skills
Financial Services, Asset Management, Series 7, Mutual Funds, Retirement Planning, Fixed Income, Cash Management, Securities, Investment Advisory, Alternative Investments, Estate Planning, Corporate Finance, Asset Allocation, Investment Strategies, Equities
Education
University of California, San Diego 2001 — 2005
Bachelor of Science (B.S.), Management Science
Gregory Dexter, CRPC® Gregory Dexter, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2012 - February 2015
Job Private Wealth Advisor at Upstream Investment Partners
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC February 2015 - Present
Ameriprise Financial Services, Inc. December 2012 - February 2015
Dexter Business Development 2008 - January 2013
Vistage International 2010 - 2011
Niles, Inc. 1993 - 2008
TEC, nka Vistage International 2000 - 2004
Aceomatic 1987 - 1993
Connecticut Mutual Financial Services 1985 - 1987
Education
University of California, San Diego 1981 — 1984
Bachelor, Politcal Science, Economics
UPSTREAM Investment Partners, LLC February 2015 - Present
Ameriprise Financial Services, Inc. December 2012 - February 2015
Dexter Business Development 2008 - January 2013
Vistage International 2010 - 2011
Niles, Inc. 1993 - 2008
TEC, nka Vistage International 2000 - 2004
Aceomatic 1987 - 1993
Connecticut Mutual Financial Services 1985 - 1987
Education
University of California, San Diego 1981 — 1984
Bachelor, Politcal Science, Economics
Bruce Mulvey's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
Merrill Lynch July 1984 - December 2013
Education
University of Central Florida - College of Business Administration 1977 — 1982
Batchelor's Of Science, Marketing
Ameriprise Financial Services, Inc. December 2013 - Present
Merrill Lynch July 1984 - December 2013
Education
University of Central Florida - College of Business Administration 1977 — 1982
Batchelor's Of Science, Marketing
Brett Atkinson, CFP®, CRPC® Brett Atkinson, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience November 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - Present
Crowell, Weedon & Co. February 1999 - October 2006
Education
University of California, San Diego 1989 — 1993
Bachelor of Arts, Mathematics
Ameriprise Financial Services, Inc. November 2008 - Present
Crowell, Weedon & Co. February 1999 - October 2006
Education
University of California, San Diego 1989 — 1993
Bachelor of Arts, Mathematics
Diana Gilmore's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Student at University of California, Los Angeles
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Once Around Arts and Crafts January 2012 - Present
Xing Boarders June 2014 - Present
Civic Entertainment Group, LLC (A Seacrest Global Group Company) July 2014 - July 2014
UCLA World Arts and Cultures September 2013 - March 2014
RoCo Dance and Fitness September 2010 - June 2013
Conservatory Theatre Ensemble August 2009 - June 2013
Skills
Leadership, Organization, People Skills, Analytical Reasoning, Social Media, Creative Problem Solving, Choreography, Dance, Performing Arts, Critical Thinking, Event Planning, Marketing, Microsoft Excel
Education
University of California, Los Angeles 2014 — 2017
Bachelor's Degree, Dance
University of California, Los Angeles 2013 — 2017
Bachelor's Degree, Economics
Tamalpais High School 2009 — 2013
High School, General Education, GPA 4.31
Ameriprise Financial Services, Inc. June 2013 - Present
Once Around Arts and Crafts January 2012 - Present
Xing Boarders June 2014 - Present
Civic Entertainment Group, LLC (A Seacrest Global Group Company) July 2014 - July 2014
UCLA World Arts and Cultures September 2013 - March 2014
RoCo Dance and Fitness September 2010 - June 2013
Conservatory Theatre Ensemble August 2009 - June 2013
Skills
Leadership, Organization, People Skills, Analytical Reasoning, Social Media, Creative Problem Solving, Choreography, Dance, Performing Arts, Critical Thinking, Event Planning, Marketing, Microsoft Excel
Education
University of California, Los Angeles 2014 — 2017
Bachelor's Degree, Dance
University of California, Los Angeles 2013 — 2017
Bachelor's Degree, Economics
Tamalpais High School 2009 — 2013
High School, General Education, GPA 4.31
Lisa Chiu Lisa Chiu's Ameriprise Financial Services, Inc. Experience March 2011 - August 2011
Job Private Funds Analyst at UBS Investment Bank
Industry Venture Capital & Private Equity
Experience
UBS Investment Bank December 2014 - Present
Morgan Stanley June 2013 - November 2014
BlackRock June 2012 - August 2012
Vivendi Universal January 2012 - June 2012
Overseas Private Investment Corporation September 2011 - December 2011
Ameriprise Financial Services, Inc. March 2011 - August 2011
Ronald Reagan UCLA Medical Center October 2010 - May 2011
Skills
Investments, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel, Finance, Capital Markets, Economics, Valuation, Equities, Fixed Income, Due Diligence, Investment Banking, Portfolio Management, Alternative Investments
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA)
University of California Washington Center 2011 — 2011
Center for American Politics and Public Policy
Gabrielino High School 2004 — 2008
UBS Investment Bank December 2014 - Present
Morgan Stanley June 2013 - November 2014
BlackRock June 2012 - August 2012
Vivendi Universal January 2012 - June 2012
Overseas Private Investment Corporation September 2011 - December 2011
Ameriprise Financial Services, Inc. March 2011 - August 2011
Ronald Reagan UCLA Medical Center October 2010 - May 2011
Skills
Investments, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel, Finance, Capital Markets, Economics, Valuation, Equities, Fixed Income, Due Diligence, Investment Banking, Portfolio Management, Alternative Investments
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA)
University of California Washington Center 2011 — 2011
Center for American Politics and Public Policy
Gabrielino High School 2004 — 2008
Natalie Taylor, CFP® Natalie Taylor, CFP®'s Ameriprise Financial Services, Inc. Experience April 2012 - January 2013
Job Financial Planner, Product Voice Manager
Industry Financial Services
Experience
LearnVest, Inc. May 2014 - Present
LearnVest, Inc. January 2013 - May 2014
Ameriprise Financial Services, Inc. April 2012 - January 2013
Ameriprise Financial Services, Inc. May 2005 - March 2012
American Express Financial Advisors October 2004 - May 2005
Skills
Retirement Planning, Investments, Financial Modeling, Finance, Series 7, Strategic Financial..., Wealth Management, Financial Analysis, Financial Advisory, Investment Advisory, Retirement, Budgets, Estate Planning, Mutual Funds, Public Speaking, Asset Allocation, Accounting, Portfolio Management, Investment Strategies, Financial Planning, Uniform Combined State..., Securities
Education
University of California, San Diego
BA, Economics, Sociology
LearnVest, Inc. May 2014 - Present
LearnVest, Inc. January 2013 - May 2014
Ameriprise Financial Services, Inc. April 2012 - January 2013
Ameriprise Financial Services, Inc. May 2005 - March 2012
American Express Financial Advisors October 2004 - May 2005
Skills
Retirement Planning, Investments, Financial Modeling, Finance, Series 7, Strategic Financial..., Wealth Management, Financial Analysis, Financial Advisory, Investment Advisory, Retirement, Budgets, Estate Planning, Mutual Funds, Public Speaking, Asset Allocation, Accounting, Portfolio Management, Investment Strategies, Financial Planning, Uniform Combined State..., Securities
Education
University of California, San Diego
BA, Economics, Sociology
Justin Elliott, CFP® Justin Elliott, CFP®'s Ameriprise Financial Services, Inc. Experience October 2010 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2010 - Present
Wells Fargo Investments 2007 - 2010
Banc of America 2005 - 2007
Morgan Stanley Wealth Management 2002 - 2005
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. October 2010 - Present
Wells Fargo Investments 2007 - 2010
Banc of America 2005 - 2007
Morgan Stanley Wealth Management 2002 - 2005
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
Dennis Oltorik, APMA® Dennis Oltorik, APMA®'s Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Financial Advisor/Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
RhinoBoss.com 2013 - 2014
Wells Fargo Advisors, LLC 1996 - September 2013
Guardian Technologines 1986 - 1992
Guardian Technologines 1986 - 1992
Education
University of Cincinnati 1980 — 1985
BBA, Finance
Sigma Chi
Sigma Chi
Ameriprise Financial Services, Inc. September 2013 - Present
RhinoBoss.com 2013 - 2014
Wells Fargo Advisors, LLC 1996 - September 2013
Guardian Technologines 1986 - 1992
Guardian Technologines 1986 - 1992
Education
University of Cincinnati 1980 — 1985
BBA, Finance
Sigma Chi
Sigma Chi
Thomas Roetenberger Thomas Roetenberger's Ameriprise Financial Services, Inc. Experience January 2011 - October 2011
Job Professional Provider Service Consultant at Assurant Employee Benefits
Industry Financial Services
Experience
Assurant Employee Benefits 2013 - Present
AXA Advisors September 2012 - December 2012
Ameriprise Financial Services, Inc. January 2011 - October 2011
Ameriprise Financial Services, Inc. January 2010 - January 2011
Ameriprise Financial Services, Inc. 2005 - 2009
Ameriprise Financial Services, Inc. January 2000 - January 2005
Skills
Customer Service, Financial Reporting, Insurance, Kaizen, Lotus Notes, Microsoft Office, Customer Relations, Clearing Associate, Annuities, Coaching Staff, Brokerage, Mutual Funds, Innovation Management, Team Building, Cost Management, Tutoring, Real Estate, Internal Communications, Data Collection, Health Insurance, Long Term Care Insurance, Budget Monitoring, Teamwork, Microsoft Excel, Microsoft Word, New Business Development, Financial Analysis, Stocks, Bonds, Quality Control, Fixed Annuities, Retirement Planning, Series 7, Financial Advisory, Life Insurance, Leadership, Long-term Care
Education
University of Cincinnati 1981 — 1984
Business Administration and Management, General
Assurant Employee Benefits 2013 - Present
AXA Advisors September 2012 - December 2012
Ameriprise Financial Services, Inc. January 2011 - October 2011
Ameriprise Financial Services, Inc. January 2010 - January 2011
Ameriprise Financial Services, Inc. 2005 - 2009
Ameriprise Financial Services, Inc. January 2000 - January 2005
Skills
Customer Service, Financial Reporting, Insurance, Kaizen, Lotus Notes, Microsoft Office, Customer Relations, Clearing Associate, Annuities, Coaching Staff, Brokerage, Mutual Funds, Innovation Management, Team Building, Cost Management, Tutoring, Real Estate, Internal Communications, Data Collection, Health Insurance, Long Term Care Insurance, Budget Monitoring, Teamwork, Microsoft Excel, Microsoft Word, New Business Development, Financial Analysis, Stocks, Bonds, Quality Control, Fixed Annuities, Retirement Planning, Series 7, Financial Advisory, Life Insurance, Leadership, Long-term Care
Education
University of Cincinnati 1981 — 1984
Business Administration and Management, General
Gloria Sit Gloria Sit's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Distribution Publications, Inc. January 2011 - February 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching
Education
University of California, San Diego 2006 — 2010
Bachelor of Science (BS), Management Science
Ameriprise Financial Services, Inc. February 2015 - Present
Distribution Publications, Inc. January 2011 - February 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching
Education
University of California, San Diego 2006 — 2010
Bachelor of Science (BS), Management Science
Samantha Heers, CFP Samantha Heers, CFP's Ameriprise Financial Services, Inc. Experience 1992 - Present
Job Financial Advisor & Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1992 - Present
TRIAD Douglas County Chapter 1997 - 2012
Shields Development 1986 - 1992
Forever Friends 1980 - 1985
Education
Chapman College 1986 — 1988
Master of Science (M.S.), Human Resources Development & Management
University of California, Riverside 1975 — 1977
Bachelor of Arts (B.A.), Public Administration
Riverside City College 1973 — 1975
Associate of Arts (A.A.), Sociology
Ameriprise Financial Services, Inc. 1992 - Present
TRIAD Douglas County Chapter 1997 - 2012
Shields Development 1986 - 1992
Forever Friends 1980 - 1985
Education
Chapman College 1986 — 1988
Master of Science (M.S.), Human Resources Development & Management
University of California, Riverside 1975 — 1977
Bachelor of Arts (B.A.), Public Administration
Riverside City College 1973 — 1975
Associate of Arts (A.A.), Sociology
Vinh Nguyen, ChFC ® Vinh Nguyen, ChFC ®'s Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. 1998 - 2013
Education
University of Central Florida 1986 — 1990
Bachelor of Science, Hospitality Management
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. 1998 - 2013
Education
University of Central Florida 1986 — 1990
Bachelor of Science, Hospitality Management
Thomas Kong Thomas Kong's Ameriprise Financial Services, Inc. Experience 2011 - 2012
Job Accountant III Federal Regulatory Reporting
Industry Financial Services
Experience
AIG July 2013 - Present
Ameriprise Financial Services, Inc. 2011 - 2012
Skills
Mandarin Chinese, Cantonese, English, Accounting, Mandarin, Access
Education
University of California, Irvine 2008 — 2012
Bachelor's degree, Business Economics - Accounting
Morrison Academy - Taichung, Taiwan 2004 — 2008
High School, G.E.
AIG July 2013 - Present
Ameriprise Financial Services, Inc. 2011 - 2012
Skills
Mandarin Chinese, Cantonese, English, Accounting, Mandarin, Access
Education
University of California, Irvine 2008 — 2012
Bachelor's degree, Business Economics - Accounting
Morrison Academy - Taichung, Taiwan 2004 — 2008
High School, G.E.
Michael L. Morehead Michael L. Morehead's Ameriprise Financial Services, Inc. Experience Office AssistantAmeriprise Financial Services, Inc.October 2014 - Present
Job Office Assistant at Ameriprise Financial Services, Inc.
Industry Writing and Editing
Experience
Ameriprise Financial Services, Inc. Office AssistantAmeriprise Financial Services, Inc.October 2014 - Present
H & R Block January 2014 - April 2014
Ascendum Solutions May 2012 - January 2014
Ameriprise Financial Services, Inc. 2012 - 2012
The Drama Workshop 1992 - 2012
Self Employed 1971 - 2012
Kerry Ford March 2011 - May 2011
U. S. Bank October 2000 - January 2010
U. S. Bank 2000 - 2010
U. S. Bank 2000 - 2010
Skills
Musical Theatre, Theatre, Community Theatre, Directing, Lighting Design, Stage Lighting, Theatre Education, Training, Writer/Editor, Speech Writing, Acoustic Guitar, Singing, Acting, Liturgical Music, Creative Thinking, Essayist, Stage, Performing Arts, Lighting, Drama, Plays, Editing, Stage Management, Customer Service, Creative Writing, Festivals, Event Management, Public Speaking, Nonprofits, Microsoft Office, Social Media, Event Planning, Management, Social Networking
Education
Edgecliff College 1972 — 1973
Philosophy
University of Cincinnati 1971 — 1972
English Language and Literature, General
Purcell High School 1967 — 1971
Ameriprise Financial Services, Inc. Office AssistantAmeriprise Financial Services, Inc.October 2014 - Present
H & R Block January 2014 - April 2014
Ascendum Solutions May 2012 - January 2014
Ameriprise Financial Services, Inc. 2012 - 2012
The Drama Workshop 1992 - 2012
Self Employed 1971 - 2012
Kerry Ford March 2011 - May 2011
U. S. Bank October 2000 - January 2010
U. S. Bank 2000 - 2010
U. S. Bank 2000 - 2010
Skills
Musical Theatre, Theatre, Community Theatre, Directing, Lighting Design, Stage Lighting, Theatre Education, Training, Writer/Editor, Speech Writing, Acoustic Guitar, Singing, Acting, Liturgical Music, Creative Thinking, Essayist, Stage, Performing Arts, Lighting, Drama, Plays, Editing, Stage Management, Customer Service, Creative Writing, Festivals, Event Management, Public Speaking, Nonprofits, Microsoft Office, Social Media, Event Planning, Management, Social Networking
Education
Edgecliff College 1972 — 1973
Philosophy
University of Cincinnati 1971 — 1972
English Language and Literature, General
Purcell High School 1967 — 1971
Cheryl Schnitzer, CRPC's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial January 2011 - Present
Ameriprise Financial April 2006 - January 2011
Saline Recreation Center 2004 - 2005
William O'Neil + Co. Inc. January 1992 - February 1997
Education
University of California, San Diego 1987 — 1991
BA, Economics
West High School 1983 — 1987
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial January 2011 - Present
Ameriprise Financial April 2006 - January 2011
Saline Recreation Center 2004 - 2005
William O'Neil + Co. Inc. January 1992 - February 1997
Education
University of California, San Diego 1987 — 1991
BA, Economics
West High School 1983 — 1987
Carol Myers Carol Myers's Ameriprise Financial Services, Inc. Experience July 2011 - December 2012
Job Business Strategy & Initiatives Manager at Bank of America
Industry Computer Software
Experience
Bank of America July 2014 - Present
Los Angeles, CA 2013 - July 2014
Ameriprise Financial Services, Inc. July 2011 - December 2012
Bank of America June 1988 - June 2011
US Administrators 1985 - 1988
Skills
Testing, Project..., Software Documentation, Analysis, Business Analysis, Visio, Project Management, Data Analysis, Microsoft Excel, SharePoint, Business Requirements, SDLC, Microsoft Office, Project Planning, Requirements Gathering, Financial Services, Access, Process Improvement, Data Warehousing, Integration, Requirements Analysis
Education
Computer Learning Center
Technical Certificate, Computer Programming
UCLA
Bachelor of Arts (BA)
Bank of America July 2014 - Present
Los Angeles, CA 2013 - July 2014
Ameriprise Financial Services, Inc. July 2011 - December 2012
Bank of America June 1988 - June 2011
US Administrators 1985 - 1988
Skills
Testing, Project..., Software Documentation, Analysis, Business Analysis, Visio, Project Management, Data Analysis, Microsoft Excel, SharePoint, Business Requirements, SDLC, Microsoft Office, Project Planning, Requirements Gathering, Financial Services, Access, Process Improvement, Data Warehousing, Integration, Requirements Analysis
Education
Computer Learning Center
Technical Certificate, Computer Programming
UCLA
Bachelor of Arts (BA)
Paige Kock Paige Kock's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. March 1998 - August 2015
Education
University of Cincinnati 1995 — 2000
Bachelor of Business Administration (BBA), Finance, General
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. March 1998 - August 2015
Education
University of Cincinnati 1995 — 2000
Bachelor of Business Administration (BBA), Finance, General
Edward Kelly, CFP, CLU, ChFC Edward Kelly, CFP, CLU, ChFC's Ameriprise Financial Services, Inc. Experience 2000 - 2012
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial 2012 - Present
Ameriprise Financial Services, Inc. 2000 - 2012
American Express Financial Advisors 1987 - 2000
Ameriprise Financial Advisors February 1986 - January 1999
Education
CSUDH 1979 — 1980
Masters Degree, Special Education
University of California, Los Angeles 1973 — 1975
Bachelor's Degree, English
Riviera, South High
Riviera, South High
Ameriprise Financial 2012 - Present
Ameriprise Financial Services, Inc. 2000 - 2012
American Express Financial Advisors 1987 - 2000
Ameriprise Financial Advisors February 1986 - January 1999
Education
CSUDH 1979 — 1980
Masters Degree, Special Education
University of California, Los Angeles 1973 — 1975
Bachelor's Degree, English
Riviera, South High
Riviera, South High
Ben Bertot's Ameriprise Financial Services, Inc. Experience May 2008 - November 2008
Job Vicepresident/coowner of Atwell Construction, Inc.
Industry Construction
Experience
Atwell Construction Inc 2015 - Present
Fidelity Investments October 2013 - Present
Pershing 2010 - 2013
JP Morgan Chase December 2008 - October 2010
Ameriprise Financial Services, Inc. May 2008 - November 2008
Skills
Mutual Funds, Securities, Retirement Planning, Investments, Banking, Wealth Management, Financial Services, Portfolio Management, Credit, Equities, Fixed Income, Series 7, Series 66, Loans
Education
University of Central Florida 2004 — 2008
Finance
Atwell Construction Inc 2015 - Present
Fidelity Investments October 2013 - Present
Pershing 2010 - 2013
JP Morgan Chase December 2008 - October 2010
Ameriprise Financial Services, Inc. May 2008 - November 2008
Skills
Mutual Funds, Securities, Retirement Planning, Investments, Banking, Wealth Management, Financial Services, Portfolio Management, Credit, Equities, Fixed Income, Series 7, Series 66, Loans
Education
University of Central Florida 2004 — 2008
Finance
Aaron Cook, APMA ® Aaron Cook, APMA ®'s Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
Wealth & Income Management Group, LLC July 2012 - January 2014
Steadfast Capital Markets Group March 2009 - March 2012
CORE Realty Holdings, LLC March 2006 - January 2009
Grubb & Ellis F.K.A. Triple Net Properties July 2004 - April 2006
ATEL Capital Group May 2000 - July 2004
John Hancock Financial Services July 1996 - June 2000
Skills
Business Development, Management, Due Diligence, Sales Management, Asset Managment, Marketing, Real Estate, Asset Management, Series 7, Investments, Sales, Mutual Funds, Training, Alternative Investments, Investment Properties, Securities, Leases, Leadership, Real Estate Economics, Wealth Management, Investor Relations, Financial Analysis, Portfolio Management, Valuation, Finance, Mergers & Acquisitions, Series 63, Private Equity, Private Placements, Financial Advisory, Venture Capital, Disposition, Start-ups
Education
The College for Financial Planning 2014 — 2015
Accredited Portfolio Management Advisor
UCSB 1992 — 1996
BA, English & History
Ameriprise Financial Services, Inc. December 2013 - Present
Wealth & Income Management Group, LLC July 2012 - January 2014
Steadfast Capital Markets Group March 2009 - March 2012
CORE Realty Holdings, LLC March 2006 - January 2009
Grubb & Ellis F.K.A. Triple Net Properties July 2004 - April 2006
ATEL Capital Group May 2000 - July 2004
John Hancock Financial Services July 1996 - June 2000
Skills
Business Development, Management, Due Diligence, Sales Management, Asset Managment, Marketing, Real Estate, Asset Management, Series 7, Investments, Sales, Mutual Funds, Training, Alternative Investments, Investment Properties, Securities, Leases, Leadership, Real Estate Economics, Wealth Management, Investor Relations, Financial Analysis, Portfolio Management, Valuation, Finance, Mergers & Acquisitions, Series 63, Private Equity, Private Placements, Financial Advisory, Venture Capital, Disposition, Start-ups
Education
The College for Financial Planning 2014 — 2015
Accredited Portfolio Management Advisor
UCSB 1992 — 1996
BA, English & History
Cindy Shedrick (Kieffer) Cindy Shedrick (Kieffer)'s Ameriprise Financial Services, Inc. Experience June 2005 - Present
Job Registered Operations Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2005 - Present
Education
University of Cincinnati 1991 — 1996
Ameriprise Financial Services, Inc. June 2005 - Present
Education
University of Cincinnati 1991 — 1996
Stacey Tsuboi Stacey Tsuboi's Ameriprise Financial Services, Inc. Experience June 2011 - July 2012
Job Respite Coordinator at United Cerebral Palsy of Orange County
Industry Nonprofit Organization Management
Experience
Ameriprise Financial Services, Inc. June 2011 - July 2012
Mizuki Restaurant June 2010 - July 2012
Make-A-Wish Foundation September 2010 - September 2011
UC Irvine Medical Center August 2010 - September 2011
Hikari No Gakko June 2009 - July 2011
UC Irvine Medical Center September 2010 - June 2011
Skills
Cloud Database..., Salesforce.com, Microsoft Excel, Public Speaking, Event Planning, Facebook, Microsoft Office, Data Analysis, PowerPoint, Customer Service, Community Outreach, Leadership, Microsoft Word, Nonprofits, Research, Social Media, Social Networking
Education
University of California, Irvine 2008 — 2012
B.A., Psychology and Social Behavior; Management; Education
Salinas High School 2004 — 2008
G.E.
Ameriprise Financial Services, Inc. June 2011 - July 2012
Mizuki Restaurant June 2010 - July 2012
Make-A-Wish Foundation September 2010 - September 2011
UC Irvine Medical Center August 2010 - September 2011
Hikari No Gakko June 2009 - July 2011
UC Irvine Medical Center September 2010 - June 2011
Skills
Cloud Database..., Salesforce.com, Microsoft Excel, Public Speaking, Event Planning, Facebook, Microsoft Office, Data Analysis, PowerPoint, Customer Service, Community Outreach, Leadership, Microsoft Word, Nonprofits, Research, Social Media, Social Networking
Education
University of California, Irvine 2008 — 2012
B.A., Psychology and Social Behavior; Management; Education
Salinas High School 2004 — 2008
G.E.
Armen Arzumanyan Armen Arzumanyan's Ameriprise Financial Services, Inc. Experience June 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2006 - Present
Education
University of California, Riverside 2004 — 2005
Bachelor's, Economics
University of California, Riverside 2004 — 2005
Minor, International Relations
Ameriprise Financial Services, Inc. June 2006 - Present
Education
University of California, Riverside 2004 — 2005
Bachelor's, Economics
University of California, Riverside 2004 — 2005
Minor, International Relations
Ken Byers Ken Byers'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
Ken Byers & Associates January 1974 - September 2014
Education
University of Cincinnati 1958 — 1962
BA, Education
Ameriprise Financial Services, Inc. September 2014 - Present
Ken Byers & Associates January 1974 - September 2014
Education
University of Cincinnati 1958 — 1962
BA, Education
Dennis A Muehlenbach Dennis A Muehlenbach's Ameriprise Financial Services, Inc. Experience September 1989 - Present
Job CFP, Private Wealth Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1989 - Present
Education
University of California, Los Angeles 1966 — 1970
BA, Economics
Ameriprise Financial Services, Inc. September 1989 - Present
Education
University of California, Los Angeles 1966 — 1970
BA, Economics
Bruce Pullen Bruce Pullen's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Regional Director Franchise & Branch Development, Advise & Wealth Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial March 2011 - Present
Ameriprise Financial Services, Inc. March 2011 - Present
Puritan Wealth Management Group March 2009 - May 2010
MetLife Resources 2003 - 2009
Mutual of America 1986 - 1999
Skills
Strategic Communications, Recruiting, Thought Leadership, Strategic Financial..., Wealth Management, Leadership, Management, Banking, Series 7, Financial Services, Business Strategy, Sales Management, Management Consulting, Strategy, Retirement Planning, New Business Development, Business Development, Financial Advisory, Finance, Insurance, Investments, Series 63, Mutual Funds, Retirement, Series 6, Fixed Annuities, Asset Allocation, Investment Advisory, 401k, Securities, Uniform Combined State..., FINRA, Investment Strategies, Series 24, Series 65, Estate Planning, Portfolio Management, Life Insurance, Sales, Strategic Planning, Asset Management, Marketing, Risk Management, Relationship Management, Employee Benefits
Education
University of Central Oklahoma 1978 — 1983
BBA, Business & Petroleum Land Mgt
University of Central Oklahoma 1978 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Petroleum Land Management
Ameriprise Financial March 2011 - Present
Ameriprise Financial Services, Inc. March 2011 - Present
Puritan Wealth Management Group March 2009 - May 2010
MetLife Resources 2003 - 2009
Mutual of America 1986 - 1999
Skills
Strategic Communications, Recruiting, Thought Leadership, Strategic Financial..., Wealth Management, Leadership, Management, Banking, Series 7, Financial Services, Business Strategy, Sales Management, Management Consulting, Strategy, Retirement Planning, New Business Development, Business Development, Financial Advisory, Finance, Insurance, Investments, Series 63, Mutual Funds, Retirement, Series 6, Fixed Annuities, Asset Allocation, Investment Advisory, 401k, Securities, Uniform Combined State..., FINRA, Investment Strategies, Series 24, Series 65, Estate Planning, Portfolio Management, Life Insurance, Sales, Strategic Planning, Asset Management, Marketing, Risk Management, Relationship Management, Employee Benefits
Education
University of Central Oklahoma 1978 — 1983
BBA, Business & Petroleum Land Mgt
University of Central Oklahoma 1978 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Petroleum Land Management
Chengwen(Wendy) Mao Chengwen(Wendy) Mao's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
UCLA-USAC-IVP (Undergraduate Students Association Council-Internal Vice President) June 2013 - May 2014
Cornerstone Research March 2014 - March 2014
Anderson Computing & Information Services March 2014 - March 2014
Zhonghua Certified Public Accountants August 2013 - September 2013
Real Information & Technology CO,LTD July 2012 - August 2012
Skills
Accounting, Economics, Management, Microsoft Office, Microsoft Excel, PowerPoint, Research, Data Analysis, Public Speaking, Financial Analysis, English, Teamwork, Auditing, Acting, Editing
Education
UCLA 2012 — 2016
Bachelor's Degree, Business/Managerial Economics, Accounting, 3.92
Shanghai Weiyu High School 2009 — 2012
Ameriprise Financial Services, Inc. November 2014 - Present
UCLA-USAC-IVP (Undergraduate Students Association Council-Internal Vice President) June 2013 - May 2014
Cornerstone Research March 2014 - March 2014
Anderson Computing & Information Services March 2014 - March 2014
Zhonghua Certified Public Accountants August 2013 - September 2013
Real Information & Technology CO,LTD July 2012 - August 2012
Skills
Accounting, Economics, Management, Microsoft Office, Microsoft Excel, PowerPoint, Research, Data Analysis, Public Speaking, Financial Analysis, English, Teamwork, Auditing, Acting, Editing
Education
UCLA 2012 — 2016
Bachelor's Degree, Business/Managerial Economics, Accounting, 3.92
Shanghai Weiyu High School 2009 — 2012
Aaron Keith Drone, CFP® Aaron Keith Drone, CFP®'s Ameriprise Financial Services, Inc. Experience 2002 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER (tm) with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2002 - Present
Doubletree Castle/Holiday Inn Castle 1999 - 2001
clarion plaza 1996 - 1999
Education
University of Central Florida - College of Business Administration 1998 — 2001
Bachelor of Science in Business Administration, Finance
Ameriprise Financial Services, Inc. 2002 - Present
Doubletree Castle/Holiday Inn Castle 1999 - 2001
clarion plaza 1996 - 1999
Education
University of Central Florida - College of Business Administration 1998 — 2001
Bachelor of Science in Business Administration, Finance
T. J. Hynds's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Financial Planning Specialist with the practice of Douglas B. Roberts, CFP®, MBA, CRPC®
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Paychex December 2011 - February 2013
Processing Solutions September 2009 - December 2011
First Data Merchant Services June 2000 - December 2009
CBRE March 1998 - June 2000
Skills
Relationship Building, Social Media, Strategy, Time Management, Advertising, Investments, Human Resources, Payroll, Training, Sales Operations, Vendor Management, Small Business, Coaching, Retail, Cold Calling, Research, Public Speaking, Microsoft Word, Call Centers, Leadership Development, Relationship Management, Business Strategy, Social Media Marketing, Marketing Strategy, Business Relationship..., Relationship Development, Cross-functional Team...
Education
University of California, Los Angeles 1994 — 1998
Torrance High School 1990 — 1993
High School Diploma, General Education
Ameriprise Financial Services, Inc. March 2013 - Present
Paychex December 2011 - February 2013
Processing Solutions September 2009 - December 2011
First Data Merchant Services June 2000 - December 2009
CBRE March 1998 - June 2000
Skills
Relationship Building, Social Media, Strategy, Time Management, Advertising, Investments, Human Resources, Payroll, Training, Sales Operations, Vendor Management, Small Business, Coaching, Retail, Cold Calling, Research, Public Speaking, Microsoft Word, Call Centers, Leadership Development, Relationship Management, Business Strategy, Social Media Marketing, Marketing Strategy, Business Relationship..., Relationship Development, Cross-functional Team...
Education
University of California, Los Angeles 1994 — 1998
Torrance High School 1990 — 1993
High School Diploma, General Education
Brian Yun Brian Yun's Ameriprise Financial Services, Inc. Experience 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry
Experience
Ameriprise Financial Services, Inc. 2012 - Present
Wells Fargo Advisors 2005 - 2012
Merrill Lynch 2000 - 2002
Merrill Lynch 2000 - 2002
Education
UCLA 1986 — 1991
Bachelor's degree, Economics
Ameriprise Financial Services, Inc. 2012 - Present
Wells Fargo Advisors 2005 - 2012
Merrill Lynch 2000 - 2002
Merrill Lynch 2000 - 2002
Education
UCLA 1986 — 1991
Bachelor's degree, Economics
Dena Kobata, CFP® Dena Kobata, CFP®'s Ameriprise Financial Services, Inc. Experience 2005 - October 2012
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Scarbrough Financial Group, LLC
Industry Financial Services
Experience
Scarbrough Financial Group, LLC October 2012 - Present
Ameriprise Financial Services, Inc. 2005 - October 2012
Skills
Retirement Planning, Finance, Insurance, Small Business, Investments, Series 7, Financial Analysis, Equities, Investment Advisory
Education
University of California, Santa Cruz
B.A., Economics
Scarbrough Financial Group, LLC October 2012 - Present
Ameriprise Financial Services, Inc. 2005 - October 2012
Skills
Retirement Planning, Finance, Insurance, Small Business, Investments, Series 7, Financial Analysis, Equities, Investment Advisory
Education
University of California, Santa Cruz
B.A., Economics
Angela Dax, CFP®, AAMS®, CRPC® Angela Dax, CFP®, AAMS®, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2001 - Present
Job Private Wealth Advisor at Dax & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2001 - Present
Education
University of California, Santa Barbara 1997 — 2001
Law and Communication, Law and Business Communications
University of California, Santa Barbara
Ameriprise Financial Services, Inc. December 2001 - Present
Education
University of California, Santa Barbara 1997 — 2001
Law and Communication, Law and Business Communications
University of California, Santa Barbara
Eladio Correa Eladio Correa's Ameriprise Financial Services, Inc. Experience September 1983 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1983 - Present
Education
University of California, Los Angeles
Ameriprise Financial Services, Inc. September 1983 - Present
Education
University of California, Los Angeles
Jose Vitela Jose Vitela's Ameriprise Financial Services, Inc. Experience May 2002 - October 2010
Job Director of Financial Planning, Core Financial Partners
Industry Financial Services
Experience
Core Financial Partners, Inc. October 2010 - Present
Ameriprise Financial Services, Inc. May 2002 - October 2010
Education
GHS
University of California, Los Angeles
B.A., Economics
Core Financial Partners, Inc. October 2010 - Present
Ameriprise Financial Services, Inc. May 2002 - October 2010
Education
GHS
University of California, Los Angeles
B.A., Economics
Rudolf L. Molnar, CFS®, APMA®, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Financial Advisor | Managing Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
AIG VALIC June 1999 - March 2009
Sarasota County School Board August 1993 - May 1999
Education
University of Central Florida 1992 — 1996
Master's Degree, Language Arts Education
Sarasota High School 1984 — 1988
Ameriprise Financial Services, Inc. March 2009 - Present
AIG VALIC June 1999 - March 2009
Sarasota County School Board August 1993 - May 1999
Education
University of Central Florida 1992 — 1996
Master's Degree, Language Arts Education
Sarasota High School 1984 — 1988
Kenny Lee, CFP®, CRPC® Kenny Lee, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2006 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2006 - Present
Education
University of California, San Diego 2000 — 2004
Bachelor Science, Management Science
Ameriprise Financial Services, Inc. January 2006 - Present
Education
University of California, San Diego 2000 — 2004
Bachelor Science, Management Science
Tony Strittholt, CRPC, AIF Tony Strittholt, CRPC, AIF's Ameriprise Financial Services, Inc. Experience January 2006 - September 2010
Job VP Retirement Strategies at Natixis Global Associates International
Industry Financial Services
Experience
Natixis Global Associates International June 2010 - Present
Ameriprise Financial Services, Inc. January 2006 - September 2010
Ameriprise Financial Services, Inc. January 2008 - June 2009
Education
University of Cincinnati
BS, Economics
Natixis Global Associates International June 2010 - Present
Ameriprise Financial Services, Inc. January 2006 - September 2010
Ameriprise Financial Services, Inc. January 2008 - June 2009
Education
University of Cincinnati
BS, Economics
Regina Legates Regina Legates's Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc., CA Insurance 0C21962
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1998 - Present
National Semiconductor / Intel Corporation 1991 - 1998
Education
University of California, Riverside 1987 — 1991
Bachelor of Science, Economics
Ameriprise Financial Services, Inc. 1998 - Present
National Semiconductor / Intel Corporation 1991 - 1998
Education
University of California, Riverside 1987 — 1991
Bachelor of Science, Economics
Mark Kamerman, JD Mark Kamerman, JD's Ameriprise Financial Services, Inc. Experience October 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1998 - Present
Law Offices of David E. Kenner 1992 - 1998
Skills
Financial Planning, Financial Analysis, Financial Services, Financial Risk, Financial Goals, Financial Advisory..., Estate Planning, Tax Planning, Estate Tax Planning, Insurance Solutions, Employee Benefit..., Social Security Income..., Life Insurance, Long Term Care Insurance, Wealth Management, Investment Management, Portfolio Management
Education
University of La Verne 1989 — 1992
Juris Doctor, Law
University of California, Santa Barbara 1985 — 1987
BA, Mathematical Sciences
Ameriprise Financial Services, Inc. October 1998 - Present
Law Offices of David E. Kenner 1992 - 1998
Skills
Financial Planning, Financial Analysis, Financial Services, Financial Risk, Financial Goals, Financial Advisory..., Estate Planning, Tax Planning, Estate Tax Planning, Insurance Solutions, Employee Benefit..., Social Security Income..., Life Insurance, Long Term Care Insurance, Wealth Management, Investment Management, Portfolio Management
Education
University of La Verne 1989 — 1992
Juris Doctor, Law
University of California, Santa Barbara 1985 — 1987
BA, Mathematical Sciences
Rebecca Keate Rebecca Keate's Ameriprise Financial Services, Inc. Experience July 2011 - March 2012
Job Hillary For America Southern Midwest Finance Director
Industry Political Organization
Experience
Connie Pillich for Ohio Treasurer January 2014 - November 2014
Connie Pillich for Ohio Treasurer May 2013 - December 2013
Eckert & Associates January 2013 - April 2013
Joyce Healy-Abrams for Congress June 2012 - December 2012
Office of U.S. Senator Dianne Feinstein March 2012 - June 2012
Ameriprise Financial Services, Inc. July 2011 - March 2012
Development Department-UCSB September 2009 - December 2011
Vote for Pedro (Nava) March 2010 - May 2010
Annual Fund September 2008 - February 2009
Vector Marketing June 2008 - September 2008
Education
UCDC 2012 — 2012
Congressional Studies
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts, Political Science
Santa Clara High
Connie Pillich for Ohio Treasurer January 2014 - November 2014
Connie Pillich for Ohio Treasurer May 2013 - December 2013
Eckert & Associates January 2013 - April 2013
Joyce Healy-Abrams for Congress June 2012 - December 2012
Office of U.S. Senator Dianne Feinstein March 2012 - June 2012
Ameriprise Financial Services, Inc. July 2011 - March 2012
Development Department-UCSB September 2009 - December 2011
Vote for Pedro (Nava) March 2010 - May 2010
Annual Fund September 2008 - February 2009
Vector Marketing June 2008 - September 2008
Education
UCDC 2012 — 2012
Congressional Studies
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts, Political Science
Santa Clara High
Jiwei Sun Jiwei Sun's Ameriprise Financial Services, Inc. Experience October 2009 - December 2009
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners July 2012 - Present
Perella Weinberg Partners June 2011 - August 2011
State Street June 2010 - August 2010
Drobny Global Asset Management January 2010 - June 2010
Ameriprise Financial Services, Inc. October 2009 - December 2009
The Saban Free Clinic June 2009 - October 2009
Skills
Financial Modeling, Valuation, Investment Banking, Market Research, Financial Analysis, Mergers & Acquisitions, Microsoft Excel, PowerPoint
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Business Economics
University High 2004 — 2012
University of Warwick 2010 — 2011
BSc, Economics
Perella Weinberg Partners July 2012 - Present
Perella Weinberg Partners June 2011 - August 2011
State Street June 2010 - August 2010
Drobny Global Asset Management January 2010 - June 2010
Ameriprise Financial Services, Inc. October 2009 - December 2009
The Saban Free Clinic June 2009 - October 2009
Skills
Financial Modeling, Valuation, Investment Banking, Market Research, Financial Analysis, Mergers & Acquisitions, Microsoft Excel, PowerPoint
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Business Economics
University High 2004 — 2012
University of Warwick 2010 — 2011
BSc, Economics
PAOLA RUBIO's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
C & S finance orlando Inc January 2006 - April 2011
Skills
Microsoft Office, Series 7, Financial Analysis, Fixed Annuities, Strategic Financial..., Risk Management, Banking, Negotiation, Securities, Relationship Management, Commercial Lending, Corporate Finance, Financial Modeling, Mutual Funds, Treasury Management, Business Analysis, Financial Services, Credit Risk, Wealth Management
Education
University of Central Florida
Ameriprise Financial Services, Inc. July 2012 - Present
C & S finance orlando Inc January 2006 - April 2011
Skills
Microsoft Office, Series 7, Financial Analysis, Fixed Annuities, Strategic Financial..., Risk Management, Banking, Negotiation, Securities, Relationship Management, Commercial Lending, Corporate Finance, Financial Modeling, Mutual Funds, Treasury Management, Business Analysis, Financial Services, Credit Risk, Wealth Management
Education
University of Central Florida
Donna Palm Donna Palm's Ameriprise Financial Services, Inc. Experience March 1996 - March 2006
Job Financial Planner and Wealth Manager at PruCo Securities LLC
Industry Financial Services
Experience
Prudential Financial September 2012 - Present
Word & Brown October 2010 - Present
Senior Financial Services June 2008 - September 2012
Ameriprise Financial Services, Inc. March 1996 - March 2006
CTK 1980 - 2004
UCSD 1982 - 1996
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Long-term Care, Financial Advisory, Wealth, IRAs, Financial Planning, Financial Analysis, Life Insurance, Disability Insurance, Investment Advisory, Series 65, Estate Planning, Personal Finance, Equity Indexed Annuities, Financial Planners, Highest Daily Lifetime..., Fixed and Variable..., Licensed Life & Health..., Series 63, Finance, Asset Management, Retirement, Public Speaking, Asset Allocation, Financial Services, Fixed Annuities
Education
University of California, San Diego 1972 — 1975
BA
Financial Planning at Ameriprise 1996 1996 — 2006
Certified, Financial Planning and Services
Financial Planning Prudential 2014
Jerusalem Center for Biblical Studies & Archeology 1982 — 1983
Biblical archeology
Prudential Financial September 2012 - Present
Word & Brown October 2010 - Present
Senior Financial Services June 2008 - September 2012
Ameriprise Financial Services, Inc. March 1996 - March 2006
CTK 1980 - 2004
UCSD 1982 - 1996
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Long-term Care, Financial Advisory, Wealth, IRAs, Financial Planning, Financial Analysis, Life Insurance, Disability Insurance, Investment Advisory, Series 65, Estate Planning, Personal Finance, Equity Indexed Annuities, Financial Planners, Highest Daily Lifetime..., Fixed and Variable..., Licensed Life & Health..., Series 63, Finance, Asset Management, Retirement, Public Speaking, Asset Allocation, Financial Services, Fixed Annuities
Education
University of California, San Diego 1972 — 1975
BA
Financial Planning at Ameriprise 1996 1996 — 2006
Certified, Financial Planning and Services
Financial Planning Prudential 2014
Jerusalem Center for Biblical Studies & Archeology 1982 — 1983
Biblical archeology
Tro DerSarkissian Tro DerSarkissian's Ameriprise Financial Services, Inc. Experience June 2010 - April 2011
Job Owner at Jewel City CrossFit | Jewel City Yoga | Marbled LA
Industry Capital Markets
Experience
Marbled LA April 2014 - Present
Jewel City CrossFit September 2013 - Present
Jewel City Yoga November 2013 - Present
Vagabond Grillyard May 2012 - March 2014
The Daily Dose, Inc. December 2010 - May 2012
Capital Asset Exchange & Trading, LLC July 2011 - December 2011
Frazier Capital Valuations February 2009 - June 2011
Ameriprise Financial Services, Inc. June 2010 - April 2011
Morgan Stanley August 2009 - December 2009
Skills
Consulting, Financial Modeling, Financial Analysis, Corporate Finance, Investments
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts, Economics & Political Science
Marbled LA April 2014 - Present
Jewel City CrossFit September 2013 - Present
Jewel City Yoga November 2013 - Present
Vagabond Grillyard May 2012 - March 2014
The Daily Dose, Inc. December 2010 - May 2012
Capital Asset Exchange & Trading, LLC July 2011 - December 2011
Frazier Capital Valuations February 2009 - June 2011
Ameriprise Financial Services, Inc. June 2010 - April 2011
Morgan Stanley August 2009 - December 2009
Skills
Consulting, Financial Modeling, Financial Analysis, Corporate Finance, Investments
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts, Economics & Political Science
Kevin Kellogg, CFP®, APMA(sm) Kevin Kellogg, CFP®, APMA(sm)'s Ameriprise Financial Services, Inc. Experience October 2010 - Present
Job Financial Advisor, Vice President, CFP® at Ameriprise Financial, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2010 - Present
Wells Fargo Advisors, LLC 2007 - October 2010
Banc of America Investments 1996 - 2007
Education
University of Phoenix 1998 — 2000
BS, Business Management
University of California, San Diego 1975 — 1978
History
Ameriprise Financial Services, Inc. October 2010 - Present
Wells Fargo Advisors, LLC 2007 - October 2010
Banc of America Investments 1996 - 2007
Education
University of Phoenix 1998 — 2000
BS, Business Management
University of California, San Diego 1975 — 1978
History
Jill Williams-Gilmore, CFP, MSFA Jill Williams-Gilmore, CFP, MSFA's Ameriprise Financial Services, Inc. Experience September 1984 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1984 - Present
Education
University of San Francisco 2007 — 2009
Masters of Science, Financial Analysis, Financial and Asset Management
University of California, Los Angeles 1983 — 1990
BA, Economics
Ameriprise Financial Services, Inc. September 1984 - Present
Education
University of San Francisco 2007 — 2009
Masters of Science, Financial Analysis, Financial and Asset Management
University of California, Los Angeles 1983 — 1990
BA, Economics
Judy Pirkowitsch, CRPC®, CDFA™ Judy Pirkowitsch, CRPC®, CDFA™'s Ameriprise Financial Services, Inc. Experience 1992 - Present
Job Financial Advisor | Business Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1992 - Present
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Mathematics
Ameriprise Financial Services, Inc. 1992 - Present
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Mathematics
Alberto J Herrán, CLU®, ChFC® Alberto J Herrán, CLU®, ChFC®'s Ameriprise Financial Services, Inc. Experience April 1996 - Present
Job Financial Advisor An Ameriprise Platinum Financial Services® Practice
Industry Financial Services
Experience
West Orange Habitat for Humanity Inc. 2011 - Present
Ameriprise Financial Services, Inc. April 1996 - Present
H & H Foreign Trade January 1993 - May 1996
Sedanos Supermarkets January 1988 - March 1996
Education
University of Central Florida 1985 — 1987
Bachelor of Science, Finance, Computer Science
University of South Florida 1983 — 1985
Bachelor of Science (B.S.), Biology
West Orange Habitat for Humanity Inc. 2011 - Present
Ameriprise Financial Services, Inc. April 1996 - Present
H & H Foreign Trade January 1993 - May 1996
Sedanos Supermarkets January 1988 - March 1996
Education
University of Central Florida 1985 — 1987
Bachelor of Science, Finance, Computer Science
University of South Florida 1983 — 1985
Bachelor of Science (B.S.), Biology
Mace Alameri's Ameriprise Financial Services, Inc. Experience July 2012 - February 2013
Job Director of Client Success at BrightScope
Industry Financial Services
Experience
BrightScope November 2014 - Present
BrightScope February 2014 - November 2014
Sagemark Consulting August 2013 - January 2014
Ameriprise Financial Services, Inc. July 2012 - February 2013
Skills
Data Analysis, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Research, Budgets, Public Speaking, Customer Service, Outlook, Social Media, English, Accounting, Stata, MySQL, Client Relations, Mutual Funds, Analytics, Investments, Financial Services
Education
University of California, San Diego 2009 — 2013
Bachelor of Arts (B.A.), Economics
BrightScope November 2014 - Present
BrightScope February 2014 - November 2014
Sagemark Consulting August 2013 - January 2014
Ameriprise Financial Services, Inc. July 2012 - February 2013
Skills
Data Analysis, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Research, Budgets, Public Speaking, Customer Service, Outlook, Social Media, English, Accounting, Stata, MySQL, Client Relations, Mutual Funds, Analytics, Investments, Financial Services
Education
University of California, San Diego 2009 — 2013
Bachelor of Arts (B.A.), Economics
Ruby Wong Ruby Wong's Ameriprise Financial Services, Inc. Experience January 2014 - March 2015
Job Audit at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - March 2015
Deloitte June 2014 - August 2014
Delta Sigma Pi - Omicron Sigma Chapter November 2013 - June 2014
Mitchell International April 2013 - September 2013
UC San Diego Bookstore October 2012 - April 2013
Universal Dialog April 2012 - November 2012
Aim High June 2008 - August 2012
Skills
Management, Accounting, Microsoft Office, Public Speaking, Leadership, Microsoft Excel, Auditing, Finance, Analysis, Financial Analysis, Accounts Payable, PowerPoint, Corporate FP&A, Photoshop, QuickBooks, Mac OS X, Bookkeeping, Windows, Economics
Education
University of California, San Diego 2011 — 2014
Bachelor of Arts (B.A.), Economics
Deloitte September 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - March 2015
Deloitte June 2014 - August 2014
Delta Sigma Pi - Omicron Sigma Chapter November 2013 - June 2014
Mitchell International April 2013 - September 2013
UC San Diego Bookstore October 2012 - April 2013
Universal Dialog April 2012 - November 2012
Aim High June 2008 - August 2012
Skills
Management, Accounting, Microsoft Office, Public Speaking, Leadership, Microsoft Excel, Auditing, Finance, Analysis, Financial Analysis, Accounts Payable, PowerPoint, Corporate FP&A, Photoshop, QuickBooks, Mac OS X, Bookkeeping, Windows, Economics
Education
University of California, San Diego 2011 — 2014
Bachelor of Arts (B.A.), Economics
David Brooks's Ameriprise Financial Services, Inc. Experience July 2009 - October 2010
Job CEO/President Verus Wealth Management, LLC President Verus Insurance Partners, LLC., Partner Back House Consulting, LLC
Industry Financial Services
Experience
VIP Senior Healthcare January 2013 - Present
Verus Insurance Partners, LLC August 2010 - Present
Verus Wealth Management, LLC July 2010 - Present
Ameriprise Financial Services, Inc. July 2009 - October 2010
PaineWebber/UBS March 1999 - July 2009
Sanofi-Aventis 2002 - 2007
Stadium Pizza June 1992 - March 1999
Skills
Insurance, Negotiation, Strategic Planning, Budgeting, Investments, Financial Analysis, Risk Management, Public Speaking, Retirement Planning, Portfolio Management, Asset Management, Retirement, Long Term Care, Wealth Management, Fixed Income, Business Planning, Estate Planning, Series 7, Series 24, Series 3, Series 63, Series 65, Series 66, Series 9, Series 10, Health Insurance, Uniform Combined State..., Asset Managment, Long-term Care, Budgets, Term Life Insurance, Life Insurance, Selling, Small Business, Employee Benefits, 401k, FINRA, Fixed Annuities, Financial Advisory, Securities, Investment Strategies, Disability Insurance, Strategic Financial..., Finance, Wealth, IRAs, Mutual Funds, Investment Advisory, Asset Allocation, Financial Services
Education
Concordia 1998 — 2000
B.A., Business Administration
University of Central Florida 1987 — 1988
Courtland HS 1982 — 1986
VIP Senior Healthcare January 2013 - Present
Verus Insurance Partners, LLC August 2010 - Present
Verus Wealth Management, LLC July 2010 - Present
Ameriprise Financial Services, Inc. July 2009 - October 2010
PaineWebber/UBS March 1999 - July 2009
Sanofi-Aventis 2002 - 2007
Stadium Pizza June 1992 - March 1999
Skills
Insurance, Negotiation, Strategic Planning, Budgeting, Investments, Financial Analysis, Risk Management, Public Speaking, Retirement Planning, Portfolio Management, Asset Management, Retirement, Long Term Care, Wealth Management, Fixed Income, Business Planning, Estate Planning, Series 7, Series 24, Series 3, Series 63, Series 65, Series 66, Series 9, Series 10, Health Insurance, Uniform Combined State..., Asset Managment, Long-term Care, Budgets, Term Life Insurance, Life Insurance, Selling, Small Business, Employee Benefits, 401k, FINRA, Fixed Annuities, Financial Advisory, Securities, Investment Strategies, Disability Insurance, Strategic Financial..., Finance, Wealth, IRAs, Mutual Funds, Investment Advisory, Asset Allocation, Financial Services
Education
Concordia 1998 — 2000
B.A., Business Administration
University of Central Florida 1987 — 1988
Courtland HS 1982 — 1986
Debra Ticey Debra Ticey's Ameriprise Financial Services, Inc. Experience September 1995 - April 2006
Job Underwriting Manager at Ameriprise Financial
Industry Financial Services
Experience
RiverSource Life Insurance Company April 2006 - Present
Ameriprise Financial Services, Inc. September 1995 - April 2006
State Farm Insurance January 1987 - August 1995
Skills
President, Twin Cities...
Education
University of Central Arkansas 1977 — 1981
BBA, Management
University of Central Arkansas 1977 — 1981
BBA, Management
RiverSource Life Insurance Company April 2006 - Present
Ameriprise Financial Services, Inc. September 1995 - April 2006
State Farm Insurance January 1987 - August 1995
Skills
President, Twin Cities...
Education
University of Central Arkansas 1977 — 1981
BBA, Management
University of Central Arkansas 1977 — 1981
BBA, Management
Randy Price, CFP, CRPC Randy Price, CFP, CRPC's Ameriprise Financial Services, Inc. Experience 1986 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 1986 - Present
Ameriprise Financial Services, Inc. 1986 - Present
Education
University of Central Arkansas 1972 — 1977
Bachelor of Business Administration, General Business and Marketing
Ameriprise Financial December 1986 - Present
Ameriprise Financial Services, Inc. 1986 - Present
Education
University of Central Arkansas 1972 — 1977
Bachelor of Business Administration, General Business and Marketing
Jose C. Silva Jose C. Silva's Ameriprise Financial Services, Inc. Experience April 2011 - August 2011
Job Analyst at Univision Communications Inc.
Industry Broadcast Media
Experience
Univision Communications Inc. August 2015 - Present
Univision Communications Inc. July 2013 - July 2015
Sony Pictures Entertainment June 2012 - December 2012
CBS Television Distribution September 2011 - March 2012
Ameriprise Financial Services, Inc. April 2011 - August 2011
Skills
Spanish, Microsoft Excel, Data Analysis, Public Speaking, Finance, Broadcast Media, Entertainment, Cable Television, PowerPoint, Accounting
Education
UCLA 2009 — 2013
Univision Communications Inc. August 2015 - Present
Univision Communications Inc. July 2013 - July 2015
Sony Pictures Entertainment June 2012 - December 2012
CBS Television Distribution September 2011 - March 2012
Ameriprise Financial Services, Inc. April 2011 - August 2011
Skills
Spanish, Microsoft Excel, Data Analysis, Public Speaking, Finance, Broadcast Media, Entertainment, Cable Television, PowerPoint, Accounting
Education
UCLA 2009 — 2013
Vanessa Phan-Weston's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Senior Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. March 2012 - March 2015
Emerald at Queensridge August 2009 - March 2012
UCLA Jules Stein Eye Institute October 2006 - July 2009
Skills
Administrative..., Outlook, Visio, Calendaring, Office Management, PowerPoint, Concur, Microsoft Office, Event Planning, SharePoint, Financial Services, Microsoft Excel, Customer Service, Microsoft Word, Travel Management, Executive Calendar..., Meeting Scheduling, Organization, Creative Problem Solving, Systems Improvement, Communication Skills, Time Management, Department Budgeting, Research, Lean Management, Notary Public, Spreadsheets, Event Management, Expense Management, Office Administration, Management, Process Improvement
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts (B.A.), English Literature
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. March 2012 - March 2015
Emerald at Queensridge August 2009 - March 2012
UCLA Jules Stein Eye Institute October 2006 - July 2009
Skills
Administrative..., Outlook, Visio, Calendaring, Office Management, PowerPoint, Concur, Microsoft Office, Event Planning, SharePoint, Financial Services, Microsoft Excel, Customer Service, Microsoft Word, Travel Management, Executive Calendar..., Meeting Scheduling, Organization, Creative Problem Solving, Systems Improvement, Communication Skills, Time Management, Department Budgeting, Research, Lean Management, Notary Public, Spreadsheets, Event Management, Expense Management, Office Administration, Management, Process Improvement
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts (B.A.), English Literature
Raymond Mai Raymond Mai's Ameriprise Financial Services, Inc. Experience June 2013 - August 2013
Job Investment Banking Analyst at BCMS Corporate
Industry Investment Banking
Experience
BCMS Corporate June 2015 - Present
BCMS Corporate October 2014 - May 2015
UCLA September 2014 - November 2014
Clear Capital Advisors March 2014 - August 2014
US Capital Partners August 2013 - March 2014
Ameriprise Financial Services, Inc. June 2013 - August 2013
Skills
Microsoft Excel, Investment Banking, Microsoft Word, Customer Service, Research, Social Media, PowerPoint, Time Management, Public Speaking, Teamwork, Social Networking, Mathematics, Finance, Marketing, Management, Investments, Entrepreneurship, Strategic Financial..., Sales, Training, Economics, Analysis, Financial Modeling
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Political Science
Mount Miguel High School 2007 — 2011
High School Degree
BCMS Corporate June 2015 - Present
BCMS Corporate October 2014 - May 2015
UCLA September 2014 - November 2014
Clear Capital Advisors March 2014 - August 2014
US Capital Partners August 2013 - March 2014
Ameriprise Financial Services, Inc. June 2013 - August 2013
Skills
Microsoft Excel, Investment Banking, Microsoft Word, Customer Service, Research, Social Media, PowerPoint, Time Management, Public Speaking, Teamwork, Social Networking, Mathematics, Finance, Marketing, Management, Investments, Entrepreneurship, Strategic Financial..., Sales, Training, Economics, Analysis, Financial Modeling
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Political Science
Mount Miguel High School 2007 — 2011
High School Degree
Veronica Kwiatkowski's Ameriprise Financial Services, Inc. Experience April 2014 - September 2014
Job Campaign Coordinator at Hulu
Industry Marketing and Advertising
Experience
UCLA Sports Psychology Lab September 2014 - June 2015
UCLA Recreation September 2014 - April 2015
UCLA Department of Economics August 2014 - September 2014
UCLA Recreation May 2014 - September 2014
Ameriprise Financial Services, Inc. April 2014 - September 2014
Marie Claire Magazine April 2013 - December 2013
UCLA Chi Omega January 2013 - December 2013
Skills
Spanish, Entertainment, Public Speaking, Event Planning, Microsoft Excel, Social Media, Magazines, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Editing, Research, Marketing, Social Media Marketing, Organization Skills, Analytical Skills, Communication, Professional..., Teamwork, Email, Networking, Data Entry, Project Tracking, Data Analysis, Statistical Data..., Travel Planning, Organizational..., Google Drive, Stata, Note Taking, Coordinating Schedules, Maintaining..., Microsoft Publisher
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (BA), Economics and Communication Studies, Double Major
San Diego High School of International Studies 2007 — 2011
International Baccalaureate Diploma Recipient
UCLA Sports Psychology Lab September 2014 - June 2015
UCLA Recreation September 2014 - April 2015
UCLA Department of Economics August 2014 - September 2014
UCLA Recreation May 2014 - September 2014
Ameriprise Financial Services, Inc. April 2014 - September 2014
Marie Claire Magazine April 2013 - December 2013
UCLA Chi Omega January 2013 - December 2013
Skills
Spanish, Entertainment, Public Speaking, Event Planning, Microsoft Excel, Social Media, Magazines, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Editing, Research, Marketing, Social Media Marketing, Organization Skills, Analytical Skills, Communication, Professional..., Teamwork, Email, Networking, Data Entry, Project Tracking, Data Analysis, Statistical Data..., Travel Planning, Organizational..., Google Drive, Stata, Note Taking, Coordinating Schedules, Maintaining..., Microsoft Publisher
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (BA), Economics and Communication Studies, Double Major
San Diego High School of International Studies 2007 — 2011
International Baccalaureate Diploma Recipient
Marjorie Yan's Ameriprise Financial Services, Inc. Experience July 2012 - September 2012
Job Project Planner at iHeartMedia, Inc
Industry Marketing and Advertising
Experience
iHeartMedia, Inc. March 2014 - Present
iHeartMedia, Inc. January 2013 - March 2014
Various Publications November 2010 - April 2013
Los Angeles Clippers August 2012 - February 2013
UCLA Daily Bruin September 2010 - November 2012
Los Angeles Sparks April 2012 - October 2012
Ameriprise Financial Services, Inc. July 2012 - September 2012
UCLA Daily Bruin June 2011 - June 2012
Sports and Entertainment Business Network June 2011 - June 2012
Laufer Media June 2010 - September 2011
Skills
Social Media, Entertainment, Public Relations, Facebook, Journalism, Editing, Social Networking, Blogging, Interviewing Skills, AP style writing, Publicity, Photoshop, Marketing, Editorial, Sports Management, Sales, Ticket Sales, Press Releases, New Media, Event Planning, Social Media Marketing, Broadcast, Event Management, Sports, Media Relations, AP Style, Digital Media, Leadership, Advertising, Online Advertising, Project Management, Sports Marketing, Video Production, Radio, Sponsorship, Digital Marketing, WordPress, Television, Video Editing
Education
University of California, Los Angeles 2009 — 2012
B.A.
iHeartMedia, Inc. March 2014 - Present
iHeartMedia, Inc. January 2013 - March 2014
Various Publications November 2010 - April 2013
Los Angeles Clippers August 2012 - February 2013
UCLA Daily Bruin September 2010 - November 2012
Los Angeles Sparks April 2012 - October 2012
Ameriprise Financial Services, Inc. July 2012 - September 2012
UCLA Daily Bruin June 2011 - June 2012
Sports and Entertainment Business Network June 2011 - June 2012
Laufer Media June 2010 - September 2011
Skills
Social Media, Entertainment, Public Relations, Facebook, Journalism, Editing, Social Networking, Blogging, Interviewing Skills, AP style writing, Publicity, Photoshop, Marketing, Editorial, Sports Management, Sales, Ticket Sales, Press Releases, New Media, Event Planning, Social Media Marketing, Broadcast, Event Management, Sports, Media Relations, AP Style, Digital Media, Leadership, Advertising, Online Advertising, Project Management, Sports Marketing, Video Production, Radio, Sponsorship, Digital Marketing, WordPress, Television, Video Editing
Education
University of California, Los Angeles 2009 — 2012
B.A.
Kristen Gomes Kristen Gomes's Ameriprise Financial Services, Inc. Experience February 2009 - August 2010
Job U.F. Law, J.D. Candidate May 2016
Industry Law Practice
Experience
Kubicki Draper June 2015 - Present
Broward County Clerk of Court June 2014 - August 2014
The Ticktin Law Group, P.A. August 2012 - August 2013
Ameriprise Financial Services, Inc. February 2009 - August 2010
Skills
Legal Research, Microsoft Office, Legal Writing, PowerPoint, Research, Microsoft Excel, Public Speaking, Westlaw, Social Media, Teamwork, Time Matters, QuickBooks, Wordperfect, Lexis, Legal Assistance
Education
University of Florida - Fredric G. Levin College of Law 2013 — 2016
University of Central Florida
Bachelor's degree, Legal Studies
Kubicki Draper June 2015 - Present
Broward County Clerk of Court June 2014 - August 2014
The Ticktin Law Group, P.A. August 2012 - August 2013
Ameriprise Financial Services, Inc. February 2009 - August 2010
Skills
Legal Research, Microsoft Office, Legal Writing, PowerPoint, Research, Microsoft Excel, Public Speaking, Westlaw, Social Media, Teamwork, Time Matters, QuickBooks, Wordperfect, Lexis, Legal Assistance
Education
University of Florida - Fredric G. Levin College of Law 2013 — 2016
University of Central Florida
Bachelor's degree, Legal Studies
Donielle Bryant Donielle Bryant's Ameriprise Financial Services, Inc. Experience July 2014 - February 2015
Job US Army Veteran, UCLA Graduate, Banking & Logistics Professional
Industry Political Organization
Experience
Ameriprise Financial Services, Inc. July 2014 - February 2015
U.S. Bank November 2012 - November 2013
US Army January 2005 - January 2013
Skills
Microsoft Excel, Customer Service, Microsoft Word, Leadership, Inventory Management, PowerPoint, Government, Outlook, Microsoft Office, Process Scheduler, Analysis, Logistics
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Ameriprise Financial Services, Inc. July 2014 - February 2015
U.S. Bank November 2012 - November 2013
US Army January 2005 - January 2013
Skills
Microsoft Excel, Customer Service, Microsoft Word, Leadership, Inventory Management, PowerPoint, Government, Outlook, Microsoft Office, Process Scheduler, Analysis, Logistics
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Fernando Gonzalez, CRPC Fernando Gonzalez, CRPC's Ameriprise Financial Services, Inc. Experience January 2006 - October 2007
Job Managing Partner at K & G Financial Group
Industry Financial Services
Experience
K&G Financial Group November 2014 - Present
Ameriprise Financial 2004 - November 2014
Ameriprise Financial Services, Inc. January 2006 - October 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Charitable Giving, Disability Insurance, Education Planning, Estate Planning, Finance, Financial Planning, Insurance, Investments, Long Term Car Insurance, Personal Tax Planning, Portfolio Management, Protection Planning, Retirement, Retirement Planning, Boca Raton, Palm Beach, Florida
Education
University of Central Florida 1999 — 2004
Finance
University of Central Florida - College of Business Administration 1999 — 2004
Finance
K&G Financial Group November 2014 - Present
Ameriprise Financial 2004 - November 2014
Ameriprise Financial Services, Inc. January 2006 - October 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Charitable Giving, Disability Insurance, Education Planning, Estate Planning, Finance, Financial Planning, Insurance, Investments, Long Term Car Insurance, Personal Tax Planning, Portfolio Management, Protection Planning, Retirement, Retirement Planning, Boca Raton, Palm Beach, Florida
Education
University of Central Florida 1999 — 2004
Finance
University of Central Florida - College of Business Administration 1999 — 2004
Finance
Awbrey Gould Awbrey Gould's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Paraplanner, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. November 2013 - May 2015
Skills
Customer Service, Public Speaking, Financial Planning, Financial Analysis, PowerPoint, Microsoft Word, Research
Education
University of California, Los Angeles 2009 — 2013
Bachelor's degree, English Literature
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. November 2013 - May 2015
Skills
Customer Service, Public Speaking, Financial Planning, Financial Analysis, PowerPoint, Microsoft Word, Research
Education
University of California, Los Angeles 2009 — 2013
Bachelor's degree, English Literature
Shilpa Andalkar Shilpa Andalkar's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Solutions for Holistic Financial Health and Investing with Impact
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
HIP Investor August 2011 - May 2015
California League of Conservation Voters September 2006 - October 2012
Three Stone Hearth September 2010 - March 2011
Northrop Grumman Space Technology August 2003 - September 2005
University of California , San Diego January 2003 - June 2004
Skills
Research, Fundraising, CRM, Data Analysis, Report Writing, Personnel Management, Raiser's Edge, Leadership, Databases, Market Research, Non-profits, Analysis, Sustainability, Training, Project Planning, Management, Marketing, Project Management, Social Entrepreneurship, Strategic Planning, Business Strategy, Microsoft Office, Policy, Strategy, Program Management, Proposal Writing, Financial Analysis, Politics, Editing, Entrepreneurship, Sustainability Reporting, Sustainability Metrics, Impact Investing, Investment Performance, Economics, Portfolio Management, Investments, Finance
Education
University of California, San Diego 2000 — 2004
B.S. Honors, Economics / Management Science
Ameriprise Financial Services, Inc. May 2015 - Present
HIP Investor August 2011 - May 2015
California League of Conservation Voters September 2006 - October 2012
Three Stone Hearth September 2010 - March 2011
Northrop Grumman Space Technology August 2003 - September 2005
University of California , San Diego January 2003 - June 2004
Skills
Research, Fundraising, CRM, Data Analysis, Report Writing, Personnel Management, Raiser's Edge, Leadership, Databases, Market Research, Non-profits, Analysis, Sustainability, Training, Project Planning, Management, Marketing, Project Management, Social Entrepreneurship, Strategic Planning, Business Strategy, Microsoft Office, Policy, Strategy, Program Management, Proposal Writing, Financial Analysis, Politics, Editing, Entrepreneurship, Sustainability Reporting, Sustainability Metrics, Impact Investing, Investment Performance, Economics, Portfolio Management, Investments, Finance
Education
University of California, San Diego 2000 — 2004
B.S. Honors, Economics / Management Science
Luke Branscum's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Assistant at Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Student Alumni Association at UCLA September 2014 - Present
Ameriprise Financial Services, Inc. August 2014 - Present
Athletics Peer Learning Lab at UCLA July 2014 - January 2015
UCLA Alumni Association July 2014 - December 2014
Student Alumni Association at UCLA September 2013 - June 2014
Five Guys Burgers and Fries January 2013 - September 2013
Associated Student Body at Carlmont High School April 2010 - June 2013
Skills
Finance, Operating Budgets, Spreadsheets, Microsoft Office, Writing, Financial Analysis
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (BA), Economics, Minor in Film
Carlmont High School 2009 — 2013
Student Alumni Association at UCLA September 2014 - Present
Ameriprise Financial Services, Inc. August 2014 - Present
Athletics Peer Learning Lab at UCLA July 2014 - January 2015
UCLA Alumni Association July 2014 - December 2014
Student Alumni Association at UCLA September 2013 - June 2014
Five Guys Burgers and Fries January 2013 - September 2013
Associated Student Body at Carlmont High School April 2010 - June 2013
Skills
Finance, Operating Budgets, Spreadsheets, Microsoft Office, Writing, Financial Analysis
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (BA), Economics, Minor in Film
Carlmont High School 2009 — 2013
Angela Law Angela Law's Ameriprise Financial Services, Inc. Experience February 2013 - July 2013
Job Financial Institutions Consulting Staff at Moss Adams LLP
Industry
Experience
Moss Adams LLP June 2015 - Present
Wells Fargo Advisors July 2013 - June 2015
Volunteer Income Tax Assistant at UCLA October 2011 - May 2015
MoneyThink at UCLA April 2012 - September 2013
Ameriprise Financial Services, Inc. February 2013 - July 2013
Undergraduate Business Society October 2012 - June 2013
The Union Tribune, FS News 2007 - September 2012
Skills
Wealth Management, Finance, Accounting, Microsoft Office, Microsoft Excel, Management, PowerPoint, Public Speaking
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Mira Mesa High School 2007 — 2011
Moss Adams LLP June 2015 - Present
Wells Fargo Advisors July 2013 - June 2015
Volunteer Income Tax Assistant at UCLA October 2011 - May 2015
MoneyThink at UCLA April 2012 - September 2013
Ameriprise Financial Services, Inc. February 2013 - July 2013
Undergraduate Business Society October 2012 - June 2013
The Union Tribune, FS News 2007 - September 2012
Skills
Wealth Management, Finance, Accounting, Microsoft Office, Microsoft Excel, Management, PowerPoint, Public Speaking
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Mira Mesa High School 2007 — 2011
Christin Price's Ameriprise Financial Services, Inc. Experience February 2014 - December 2014
Job Hospitality Professional
Industry Hospitality
Experience
TownePlace Suites by Marriott April 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - December 2014
Hyatt Regency November 2012 - December 2013
Rosen Shingle Creek December 2011 - November 2012
The Lodge & Spa at Cordillera May 2011 - August 2011
Indigo Creative Production Inc. March 2010 - March 2011
Skills
Communication, Reservations, Problem Resolution, Outgoing, Customer service, Team Leadership, Leadership, VIP Services, Sales, Event Planning, customer relations, Event Management, Customer Satisfaction, Hospitality Management, Leadership Development, Microsoft Excel, Inventory Analysis, Hospitality Industry, Inventory Management, Employee Relations, Customer Retention, Networking, Empowerment, Microsoft Word, Presentation Skills, Sales Management, Internal Communications, Employee Training, VIP management, Negotiation, Inventory Control, POS, People Skills, Microsoft Office, ServSafe, Corporate Events, Time Management, Hospital Sales
Education
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Hospitality Management
TownePlace Suites by Marriott April 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - December 2014
Hyatt Regency November 2012 - December 2013
Rosen Shingle Creek December 2011 - November 2012
The Lodge & Spa at Cordillera May 2011 - August 2011
Indigo Creative Production Inc. March 2010 - March 2011
Skills
Communication, Reservations, Problem Resolution, Outgoing, Customer service, Team Leadership, Leadership, VIP Services, Sales, Event Planning, customer relations, Event Management, Customer Satisfaction, Hospitality Management, Leadership Development, Microsoft Excel, Inventory Analysis, Hospitality Industry, Inventory Management, Employee Relations, Customer Retention, Networking, Empowerment, Microsoft Word, Presentation Skills, Sales Management, Internal Communications, Employee Training, VIP management, Negotiation, Inventory Control, POS, People Skills, Microsoft Office, ServSafe, Corporate Events, Time Management, Hospital Sales
Education
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Hospitality Management
Patty Fang Patty Fang's Ameriprise Financial Services, Inc. Experience April 2009 - June 2010
Job Revenue Manager at MapR Technologies
Industry Accounting
Experience
MapR Technologies August 2015 - Present
Gigya May 2014 - August 2015
ServiceMax October 2013 - May 2014
KPMG August 2011 - October 2013
Zynx Health August 2010 - August 2011
Ameriprise Financial Services, Inc. April 2009 - June 2010
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, External Audit, IFRS, Financial Analysis, SEC filings, US GAAP, SEC Filings, Financial Accounting
Education
UCLA 2007 — 2011
Bachelor of Arts (B.A.), Economics
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), Accounting and Finance
MapR Technologies August 2015 - Present
Gigya May 2014 - August 2015
ServiceMax October 2013 - May 2014
KPMG August 2011 - October 2013
Zynx Health August 2010 - August 2011
Ameriprise Financial Services, Inc. April 2009 - June 2010
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, External Audit, IFRS, Financial Analysis, SEC filings, US GAAP, SEC Filings, Financial Accounting
Education
UCLA 2007 — 2011
Bachelor of Arts (B.A.), Economics
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), Accounting and Finance
Elliot Woo's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Paraplanner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2013 - Present
Chen Financial Group May 2011 - December 2012
San Francisco Associates September 2010 - January 2011
Consumer Credit Counseling Service 2008 - September 2010
Skills
Series 7, Series 63, Series 65, Strategic Financial..., Mutual Funds, Investments, Life Insurance, Investment Advisory, Retirement Planning, Fixed Annuities, Financial Analysis, 401k, IRAs, Microsoft Excel, Health Insurance, Insurance, Alternative Investments
Education
University of California Berkeley Extension 2010 — 2013
Financial Planning and Services
UC Riverside 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Hillsdale High School
Ameriprise Financial Services, Inc. 2013 - Present
Chen Financial Group May 2011 - December 2012
San Francisco Associates September 2010 - January 2011
Consumer Credit Counseling Service 2008 - September 2010
Skills
Series 7, Series 63, Series 65, Strategic Financial..., Mutual Funds, Investments, Life Insurance, Investment Advisory, Retirement Planning, Fixed Annuities, Financial Analysis, 401k, IRAs, Microsoft Excel, Health Insurance, Insurance, Alternative Investments
Education
University of California Berkeley Extension 2010 — 2013
Financial Planning and Services
UC Riverside 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Hillsdale High School
Benjamin Drucker Benjamin Drucker's Ameriprise Financial Services, Inc. Experience June 2012 - June 2013
Job Proposal Analyst at Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation June 2014 - Present
Northrop Grumman Corporation September 2013 - Present
Northrop Grumman Corporation June 2013 - September 2013
Ameriprise Financial Services, Inc. June 2012 - June 2013
Skills
Game Theory, Microsoft Excel, Microsoft Word, SAP, Material Estimating, Pricing, Economics, Political Science, Political Economy
Education
University of California, Los Angeles 2010 — 2014
Bachelor's degree, Economics/Political Science
Northrop Grumman Corporation June 2014 - Present
Northrop Grumman Corporation September 2013 - Present
Northrop Grumman Corporation June 2013 - September 2013
Ameriprise Financial Services, Inc. June 2012 - June 2013
Skills
Game Theory, Microsoft Excel, Microsoft Word, SAP, Material Estimating, Pricing, Economics, Political Science, Political Economy
Education
University of California, Los Angeles 2010 — 2014
Bachelor's degree, Economics/Political Science
Aaron Morrill Aaron Morrill's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Paraplanner at Ameriprise Financial
Industry Insurance
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise Financial August 2011 - Present
Silicon Valley Tennis Academy September 2010 - Present
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Insurance, Asset Allocation
Education
University of California, Santa Cruz 2005 — 2010
Bachelor of Arts (B.A.), Economics/Environmental Studies
Carlmont High School 2001 — 2005
High School Diploma
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise Financial August 2011 - Present
Silicon Valley Tennis Academy September 2010 - Present
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Insurance, Asset Allocation
Education
University of California, Santa Cruz 2005 — 2010
Bachelor of Arts (B.A.), Economics/Environmental Studies
Carlmont High School 2001 — 2005
High School Diploma
Peter Hoversen Peter Hoversen's Ameriprise Financial Services, Inc. Experience February 2005 - February 2007
Job Manager at AssetMark
Industry Insurance
Experience
AssetMark September 2015 - Present
AssetMark November 2010 - September 2015
Genworth Financial April 2007 - November 2010
Ameriprise Financial Services, Inc. February 2005 - February 2007
AEI Consultants October 2002 - November 2004
Skills
Mutual Funds, Series 63, Series 7, Wealth Management, Fixed Annuities, Asset Managment, Securities, Financial Analysis, Insurance, Salesforce.com, Process Improvement, Customer Service, Leadership, Retirement Planning, Project Management
Education
University of California, Riverside 1999 — 2002
BS, Business Administration
AssetMark September 2015 - Present
AssetMark November 2010 - September 2015
Genworth Financial April 2007 - November 2010
Ameriprise Financial Services, Inc. February 2005 - February 2007
AEI Consultants October 2002 - November 2004
Skills
Mutual Funds, Series 63, Series 7, Wealth Management, Fixed Annuities, Asset Managment, Securities, Financial Analysis, Insurance, Salesforce.com, Process Improvement, Customer Service, Leadership, Retirement Planning, Project Management
Education
University of California, Riverside 1999 — 2002
BS, Business Administration
Sandro Aguayo's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Revenue Management Services at Baycare Health Systems
Industry Financial Services
Experience
BayCare Health System January 2015 - Present
Florida Hospital September 2014 - December 2014
Suncoast Development May 2011 - August 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
Skills
Financial Analysis, Technical Analysis, Fundamental Analysis, Market Research, Finance, Personal Finance, Team Management, Team Leadership, Motivational Speaking, Microsoft Excel, Microsoft Office, Public Speaking, Organizational..., Golf, Economics, Investment Strategies, Teamwork, Management, Derivatives, Financial Markets, PowerPoint, Customer Service, Microsoft Word
Education
University of Central Florida 2010 — 2014
Bachelor's degree, Finance, General
BayCare Health System January 2015 - Present
Florida Hospital September 2014 - December 2014
Suncoast Development May 2011 - August 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
Skills
Financial Analysis, Technical Analysis, Fundamental Analysis, Market Research, Finance, Personal Finance, Team Management, Team Leadership, Motivational Speaking, Microsoft Excel, Microsoft Office, Public Speaking, Organizational..., Golf, Economics, Investment Strategies, Teamwork, Management, Derivatives, Financial Markets, PowerPoint, Customer Service, Microsoft Word
Education
University of Central Florida 2010 — 2014
Bachelor's degree, Finance, General
Jeff Mars Jeff Mars's Ameriprise Financial Services, Inc. Experience May 2008 - January 2009
Job SMB Program Manager (Prime 8) at Microsoft Small & Midsize Business Channel Sales
Industry Information Technology and Services
Experience
Microsoft Small & Midsize Business Channel Sales September 2015 - Present
Prime 8 Consulting September 2015 - Present
Mars Tax & Accounting Inc. July 2012 - Present
Accenture May 2014 - September 2015
Microsoft July 2012 - May 2014
Essential Business Services, Inc. March 2011 - July 2012
H&R Block October 2010 - April 2011
Eutopia Photography February 2009 - October 2010
Ameriprise Financial Services, Inc. May 2008 - January 2009
Skills
Account Reconciliation, Finance, Management, Auditing, Microsoft Excel, Payroll, General Ledger, Accounting, Microsoft Office, QuickBooks, Accounts Receivable, Financial Reporting, Financial Analysis, Accounts Payable, Financial Accounting, Bookkeeping, Tax, Income Tax, Corporate Tax, Tax Preparation, Excel, Project Management, Team Building, Leadership, Sales Tax, Microsoft Word, CRM, Process Improvement, Program Management, Training, Team Leadership, Compensation, Sales Compensation, Compensation & Benefits, Compensation Structures, MS Excel Pivot Tables
Education
Strayer University 2010 — 2012
Masters, Accounting, 4.0 GPA
University of Central Florida 2005 — 2007
BSBA, Finance
Marjory Stoneman Douglas 1993 — 1997
Microsoft Small & Midsize Business Channel Sales September 2015 - Present
Prime 8 Consulting September 2015 - Present
Mars Tax & Accounting Inc. July 2012 - Present
Accenture May 2014 - September 2015
Microsoft July 2012 - May 2014
Essential Business Services, Inc. March 2011 - July 2012
H&R Block October 2010 - April 2011
Eutopia Photography February 2009 - October 2010
Ameriprise Financial Services, Inc. May 2008 - January 2009
Skills
Account Reconciliation, Finance, Management, Auditing, Microsoft Excel, Payroll, General Ledger, Accounting, Microsoft Office, QuickBooks, Accounts Receivable, Financial Reporting, Financial Analysis, Accounts Payable, Financial Accounting, Bookkeeping, Tax, Income Tax, Corporate Tax, Tax Preparation, Excel, Project Management, Team Building, Leadership, Sales Tax, Microsoft Word, CRM, Process Improvement, Program Management, Training, Team Leadership, Compensation, Sales Compensation, Compensation & Benefits, Compensation Structures, MS Excel Pivot Tables
Education
Strayer University 2010 — 2012
Masters, Accounting, 4.0 GPA
University of Central Florida 2005 — 2007
BSBA, Finance
Marjory Stoneman Douglas 1993 — 1997
Imtiaz Kalani's Ameriprise Financial Services, Inc. Experience August 2006 - June 2007
Job Training Project Lead
Industry Financial Services
Experience
Enova Financial February 2013 - Present
Consulate Management Company August 2012 - December 2012
PERSHING LLC November 2010 - June 2012
PERSHING LLC June 2009 - November 2010
PERSHING LLC June 2007 - June 2009
Ameriprise Financial Services, Inc. August 2006 - June 2007
Skills
Training Presentations, Training & Development, Trading, Series 63, Learning Styles, Equities, Finance, Series 7, Options, Securities, FINRA, Bloomberg, Back Office, Bonds, Mutual Funds, Wealth Management, Series 24, ETFs, WebEx, Brainshark
Education
University of Central Florida 2003 — 2007
Business Administration, Finance
Enova Financial February 2013 - Present
Consulate Management Company August 2012 - December 2012
PERSHING LLC November 2010 - June 2012
PERSHING LLC June 2009 - November 2010
PERSHING LLC June 2007 - June 2009
Ameriprise Financial Services, Inc. August 2006 - June 2007
Skills
Training Presentations, Training & Development, Trading, Series 63, Learning Styles, Equities, Finance, Series 7, Options, Securities, FINRA, Bloomberg, Back Office, Bonds, Mutual Funds, Wealth Management, Series 24, ETFs, WebEx, Brainshark
Education
University of Central Florida 2003 — 2007
Business Administration, Finance
Ronald Rienas's Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Financial Advisor, Managing Director, Rienas & Brown Wealth Management
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2011 - Present
Merrill Lynch/Bank of America 1993 - 2011
Walsh Financial Consultants 1992 - 1993
Education
University of Central Florida 1986 — 1990
Bachelor of Science (BS), BA, Finance
Ameriprise Financial Services, Inc. 2011 - Present
Merrill Lynch/Bank of America 1993 - 2011
Walsh Financial Consultants 1992 - 1993
Education
University of Central Florida 1986 — 1990
Bachelor of Science (BS), BA, Finance
Olga Arkhangelskaya Olga Arkhangelskaya's Ameriprise Financial Services, Inc. Experience January 2011 - May 2014
Job Sr. Administrative Assistant at CTC Consulting/Harris myCFO
Industry Financial Services
Experience
CTC Consulting/Harris myCFO May 2014 - Present
Ameriprise Financial Services, Inc. January 2011 - May 2014
Team San Jose October 2007 - August 2008
Coffee Grounds, Saratoga, CA April 2006 - August 2008
Skills
Notary Public, Social Networking, Customer Service, Organizational..., Communication Skills, Public Speaking, PowerPoint, Data Analysis, Accurate Data Entry, Online Research, Microsoft Excel, Microsoft Word, Outlook, Lotus Notes, Analysis, Employee Training, Program Management, Office Management, Time Management, Interviews, Research, Communication
Education
University of California, Santa Barbara 2008 — 2010
BA, Communication
University of California, Santa Barbara 2008 — 2010
B.A, Communication
CTC Consulting/Harris myCFO May 2014 - Present
Ameriprise Financial Services, Inc. January 2011 - May 2014
Team San Jose October 2007 - August 2008
Coffee Grounds, Saratoga, CA April 2006 - August 2008
Skills
Notary Public, Social Networking, Customer Service, Organizational..., Communication Skills, Public Speaking, PowerPoint, Data Analysis, Accurate Data Entry, Online Research, Microsoft Excel, Microsoft Word, Outlook, Lotus Notes, Analysis, Employee Training, Program Management, Office Management, Time Management, Interviews, Research, Communication
Education
University of California, Santa Barbara 2008 — 2010
BA, Communication
University of California, Santa Barbara 2008 — 2010
B.A, Communication
Kate Morstad Kate Morstad's Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
Education
University of California, Riverside
Bachelor of Arts (B.A.), English Language and Literature, General
Ameriprise Financial Services, Inc. January 2010 - Present
Education
University of California, Riverside
Bachelor of Arts (B.A.), English Language and Literature, General
Erick Araujo's Ameriprise Financial Services, Inc. Experience September 2006 - September 2007
Job
Industry Judiciary
Experience
Seattle Municipal Court April 2015 - Present
Pexel Research Services September 2013 - Present
BDO USA, LLP November 2011 - June 2012
Ameriprise Financial Services, Inc. September 2006 - September 2007
Morgan Stanley Smith Barney June 2005 - September 2005
Skills
Microsoft Excel, PowerPoint, Finance, Customer Service, Microsoft Office, Investments, Leadership, Accounting, Management
Education
Ballard HS
UCSD 2010 — 2011
BA, Economics
UCSB 2007 — 2010
BS, Economics
SBCC 2007 — 2010
Associate of Arts, Economics; Spanish
University of Washington
Seattle Municipal Court April 2015 - Present
Pexel Research Services September 2013 - Present
BDO USA, LLP November 2011 - June 2012
Ameriprise Financial Services, Inc. September 2006 - September 2007
Morgan Stanley Smith Barney June 2005 - September 2005
Skills
Microsoft Excel, PowerPoint, Finance, Customer Service, Microsoft Office, Investments, Leadership, Accounting, Management
Education
Ballard HS
UCSD 2010 — 2011
BA, Economics
UCSB 2007 — 2010
BS, Economics
SBCC 2007 — 2010
Associate of Arts, Economics; Spanish
University of Washington
Christopher Foley Christopher Foley's Ameriprise Financial Services, Inc. Experience 1993 - 1994
Job Chief Financial Officer (CFO)
Industry Financial Services
Experience
NeighborWorks Salt Lake June 2013 - September 2014
Community Merchant Solutions 2008 - 2012
NBO Systems, Inc. 2001 - 2008
BFG Wealth Advisors 1998 - 2001
Zions Bancorporation 1996 - 1998
PNC Bank 1994 - 1996
Ameriprise Financial Services, Inc. 1993 - 1994
Ethicon Endo-Surgery 1990 - 1993
GE Aviation 1985 - 1990
US Navy 1981 - 1985
Skills
Corporate Finance, Valuation, Strategic Planning, Financial Reporting, Restructuring, Executive Management, Debt, Forecasting, Wealth Management, Financial Analysis, Financial Modeling, Start-ups, Cash Flow, Due Diligence, Corporate Development, Investor Relations, Business Strategy, Strategy Development, Project Finance, P&L Management, Business Planning, Capital, Risk Management, Business Valuation, Competitive Analysis, Corporate Governance, Financial Forecasting, Financial Markets, Portfolio Management, Fixed Income, Municipal, Quantitative Analysis, Research, Asset Management, Asset Allocation, Diversification, Project Management, Trust, Payments, Strategy, Early Stage, High Growth Companies, Turnaround Experience, Banking, Credit, Regulatory Affairs, Vendor Management, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Westminster College 1997 — 2001
Master of Business Administration (MBA), Finance
University of Cincinnati 1988 — 1991
Bachelor's degree (BS), Business Management
University of Cincinnati 1985 — 1988
Associate of Science (AS), Business Information Systems
NeighborWorks Salt Lake June 2013 - September 2014
Community Merchant Solutions 2008 - 2012
NBO Systems, Inc. 2001 - 2008
BFG Wealth Advisors 1998 - 2001
Zions Bancorporation 1996 - 1998
PNC Bank 1994 - 1996
Ameriprise Financial Services, Inc. 1993 - 1994
Ethicon Endo-Surgery 1990 - 1993
GE Aviation 1985 - 1990
US Navy 1981 - 1985
Skills
Corporate Finance, Valuation, Strategic Planning, Financial Reporting, Restructuring, Executive Management, Debt, Forecasting, Wealth Management, Financial Analysis, Financial Modeling, Start-ups, Cash Flow, Due Diligence, Corporate Development, Investor Relations, Business Strategy, Strategy Development, Project Finance, P&L Management, Business Planning, Capital, Risk Management, Business Valuation, Competitive Analysis, Corporate Governance, Financial Forecasting, Financial Markets, Portfolio Management, Fixed Income, Municipal, Quantitative Analysis, Research, Asset Management, Asset Allocation, Diversification, Project Management, Trust, Payments, Strategy, Early Stage, High Growth Companies, Turnaround Experience, Banking, Credit, Regulatory Affairs, Vendor Management, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Westminster College 1997 — 2001
Master of Business Administration (MBA), Finance
University of Cincinnati 1988 — 1991
Bachelor's degree (BS), Business Management
University of Cincinnati 1985 — 1988
Associate of Science (AS), Business Information Systems
Rick Lindsey Rick Lindsey's Ameriprise Financial Services, Inc. Experience January 2003 - June 2003
Job Personal Financial Representative at Allstate
Industry Financial Services
Experience
Allstate December 2012 - Present
Covenant Wealth Management, LLC May 2010 - December 2012
Covenant Financial Advisors March 2007 - May 2010
Wachovia, A Wells Fargo Company October 2005 - March 2007
Metropolitan Life Insurance Company June 2003 - October 2005
Ameriprise Financial Services, Inc. January 2003 - June 2003
AT&T, Inc. 1998 - 2002
SBC August 1978 - July 2001
Skills
Disability Insurance, Life Insurance, IRAs, Insurance, Long-term Care, Estate Planning, ERISA, Investment Portfolio, Retirement Planning, Fixed Annuities, Account Management, Financial Services, Wealth Management, Finance, 401k, Financial Advisory, Employee Benefits, 401k Rollovers, Long Term Care Insurance, Investments, Roth IRA, Wealth, Health Insurance, Portfolio Management
Education
Webster University 1991 — 1994
MA, Management
University of Central Arkansas 1973 — 1978
BS, Business, Management, Marketing, and Related Support Services
Allstate December 2012 - Present
Covenant Wealth Management, LLC May 2010 - December 2012
Covenant Financial Advisors March 2007 - May 2010
Wachovia, A Wells Fargo Company October 2005 - March 2007
Metropolitan Life Insurance Company June 2003 - October 2005
Ameriprise Financial Services, Inc. January 2003 - June 2003
AT&T, Inc. 1998 - 2002
SBC August 1978 - July 2001
Skills
Disability Insurance, Life Insurance, IRAs, Insurance, Long-term Care, Estate Planning, ERISA, Investment Portfolio, Retirement Planning, Fixed Annuities, Account Management, Financial Services, Wealth Management, Finance, 401k, Financial Advisory, Employee Benefits, 401k Rollovers, Long Term Care Insurance, Investments, Roth IRA, Wealth, Health Insurance, Portfolio Management
Education
Webster University 1991 — 1994
MA, Management
University of Central Arkansas 1973 — 1978
BS, Business, Management, Marketing, and Related Support Services
Bimal Gandhi Bimal Gandhi's Ameriprise Financial Services, Inc. Experience May 2004 - May 2009
Job Chief Executive Officer at Uniken Inc.
Industry Computer & Network Security
Experience
Uniken Inc. June 2015 - Present
TLM Group LLC October 2013 - Present
Ameriprise Financial February 2011 - July 2013
Ameriprise Financial May 2009 - February 2011
Ameriprise Financial Services, Inc. May 2004 - May 2009
Opera Solutions 2001 - 2004
Interpro Business Solutions 2000 - 2001
Mitchell Madison Group 1994 - 2000
Skills
Financial Services, Mergers & Acquisitions, Executive Management, Portfolio Management, Strategy, Equities, Financial Modeling, Investments, Asset Management, Due Diligence, Management Consulting, Asset Managment, Private Equity, Securities, Risk Management, Outsourcing, Valuation, Business Transformation, Change Management, Organizational..., Business Intelligence, Business Process..., Business Process..., IT Financial Management, IT Business Strategy, IT Management, Operations Management, Brand Development, Marketing Strategy, Acquisition Integration, Information Technology..., IT Outsourcing, Global Operations, Global Sourcing, Global Delivery, Global Management, Global Strategy, CFOs, Cross-functional..., Venture Capital, New Venture Development, Operational Risk..., Regulatory Compliance, Leadership, Call Centers, Management, Vendor Management, Process Improvement, Strategic Sourcing, Business Strategy
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, FINANCE & STRATEGIC MANAGEMENT
University of California, Los Angeles 1984 — 1988
B.A., Political Science & Economics
Uniken Inc. June 2015 - Present
TLM Group LLC October 2013 - Present
Ameriprise Financial February 2011 - July 2013
Ameriprise Financial May 2009 - February 2011
Ameriprise Financial Services, Inc. May 2004 - May 2009
Opera Solutions 2001 - 2004
Interpro Business Solutions 2000 - 2001
Mitchell Madison Group 1994 - 2000
Skills
Financial Services, Mergers & Acquisitions, Executive Management, Portfolio Management, Strategy, Equities, Financial Modeling, Investments, Asset Management, Due Diligence, Management Consulting, Asset Managment, Private Equity, Securities, Risk Management, Outsourcing, Valuation, Business Transformation, Change Management, Organizational..., Business Intelligence, Business Process..., Business Process..., IT Financial Management, IT Business Strategy, IT Management, Operations Management, Brand Development, Marketing Strategy, Acquisition Integration, Information Technology..., IT Outsourcing, Global Operations, Global Sourcing, Global Delivery, Global Management, Global Strategy, CFOs, Cross-functional..., Venture Capital, New Venture Development, Operational Risk..., Regulatory Compliance, Leadership, Call Centers, Management, Vendor Management, Process Improvement, Strategic Sourcing, Business Strategy
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, FINANCE & STRATEGIC MANAGEMENT
University of California, Los Angeles 1984 — 1988
B.A., Political Science & Economics
Eric Branch's Ameriprise Financial Services, Inc. Experience November 2004 - August 2005
Job Project Manager Business Analyst
Industry Insurance
Experience
Insurance Administrative Solutions, L.L.C. July 2015 - Present
Tampa General Hospital February 2015 - May 2015
HealthPlan Services June 2012 - February 2015
HealthPlan Services April 2011 - May 2012
HealthPlan Services February 2009 - March 2011
HealthPlan Services February 2007 - January 2009
HealthPlan Services October 2005 - January 2007
Ameriprise Financial Services, Inc. November 2004 - August 2005
Skills
Forecasting, Healthcare, Insurance, Management, Microsoft Excel, Sales, Business Analysis, Software Documentation, Team Building, Employee Benefits, Coaching
Education
University of Central Florida 2002 — 2004
BA, Psychology (Industrial Organizational Course of Study)
Insurance Administrative Solutions, L.L.C. July 2015 - Present
Tampa General Hospital February 2015 - May 2015
HealthPlan Services June 2012 - February 2015
HealthPlan Services April 2011 - May 2012
HealthPlan Services February 2009 - March 2011
HealthPlan Services February 2007 - January 2009
HealthPlan Services October 2005 - January 2007
Ameriprise Financial Services, Inc. November 2004 - August 2005
Skills
Forecasting, Healthcare, Insurance, Management, Microsoft Excel, Sales, Business Analysis, Software Documentation, Team Building, Employee Benefits, Coaching
Education
University of Central Florida 2002 — 2004
BA, Psychology (Industrial Organizational Course of Study)
Kem Serdengecti's Ameriprise Financial Services, Inc. Experience 2000 - 2000
Job Sr. Operations Analyst at Oakley
Industry Consumer Goods
Experience
Oakley June 2006 - Present
The Walt Disney Company February 2005 - June 2006
Unisphere Inc 2002 - 2004
Unisphere Inc April 2002 - December 2003
Ameriprise Financial Services, Inc. 2000 - 2000
Citigroup Global Markets (Saloman Smith Barney) 2000 - 2000
Santa Barbara County October 1990 - June 1999
Skills
Microsoft Access, Microsoft Access VBA..., SQL, Microsoft Excel, Microsoft Excel VBA..., Excel/Access Integration, Macros, Report Automation, SAP, SAP Business Objects, SAP BW, ANOVA, Big Data Analysis, Business Analysis, Decision Analytics, Financial Analysis, Operations Analytics, Predictive Analytics, Regression Analysis, Statistical Analysis, Linear Programming, Optimization, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Word
Education
William & Mary 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Santa Barbara 1985 — 1988
Bachelor’s Degree, Mathematics
Oakley June 2006 - Present
The Walt Disney Company February 2005 - June 2006
Unisphere Inc 2002 - 2004
Unisphere Inc April 2002 - December 2003
Ameriprise Financial Services, Inc. 2000 - 2000
Citigroup Global Markets (Saloman Smith Barney) 2000 - 2000
Santa Barbara County October 1990 - June 1999
Skills
Microsoft Access, Microsoft Access VBA..., SQL, Microsoft Excel, Microsoft Excel VBA..., Excel/Access Integration, Macros, Report Automation, SAP, SAP Business Objects, SAP BW, ANOVA, Big Data Analysis, Business Analysis, Decision Analytics, Financial Analysis, Operations Analytics, Predictive Analytics, Regression Analysis, Statistical Analysis, Linear Programming, Optimization, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Word
Education
William & Mary 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Santa Barbara 1985 — 1988
Bachelor’s Degree, Mathematics
Frank Teng, MBA, CFP®'s Ameriprise Financial Services, Inc. Experience 1997 - 1999
Job Director of Wealth Management at Modern Wealth Advisors, Inc.
Industry Financial Services
Experience
Modern Wealth Advisors 2015 - Present
Ayco, a Goldman Sachs Company 2004 - 2014
Ayco, a Goldman Sachs Company 1999 - 2004
Ameriprise Financial Services, Inc. 1997 - 1999
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Portfolio Management, Risk Management, Retirement Planning, Tax Planning, Estate Planning, Asset Management, Investment Strategies, Asset Allocation, Financial Planning, Securities, Financial Analysis, Management, Finance, Hedge Funds, Equities, Mutual Funds, Financial Modeling
Education
University of Southern California - Marshall School of Business 2005 — 2008
MBA
University of California, Los Angeles 1992 — 1996
Bachelors, Economics
Modern Wealth Advisors 2015 - Present
Ayco, a Goldman Sachs Company 2004 - 2014
Ayco, a Goldman Sachs Company 1999 - 2004
Ameriprise Financial Services, Inc. 1997 - 1999
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Portfolio Management, Risk Management, Retirement Planning, Tax Planning, Estate Planning, Asset Management, Investment Strategies, Asset Allocation, Financial Planning, Securities, Financial Analysis, Management, Finance, Hedge Funds, Equities, Mutual Funds, Financial Modeling
Education
University of Southern California - Marshall School of Business 2005 — 2008
MBA
University of California, Los Angeles 1992 — 1996
Bachelors, Economics
Bryan Clegg's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Financial Advisor at Ameriprise
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Edward Jones January 2007 - September 2013
Enterprise Florida January 2004 - December 2006
US Navy September 1996 - September 2002
Boy Scouts of America June 1996 - August 1996
Education
University of Central Florida - College of Business Administration 2003 — 2005
BSBA in Finance
Ameriprise Financial Services, Inc. September 2013 - Present
Edward Jones January 2007 - September 2013
Enterprise Florida January 2004 - December 2006
US Navy September 1996 - September 2002
Boy Scouts of America June 1996 - August 1996
Education
University of Central Florida - College of Business Administration 2003 — 2005
BSBA in Finance
Rene Ramos, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience January 2001 - Present
Job Associate Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2001 - Present
Education
University of California, Irvine 1995 — 2000
Ameriprise Financial Services, Inc. January 2001 - Present
Education
University of California, Irvine 1995 — 2000
Kristin Rye's Ameriprise Financial Services, Inc. Experience March 2008 - January 2012
Job Financial Advisor at Mission Federal Credit Union/ CUSO Financial, LP
Industry Financial Services
Experience
CUSO January 2012 - Present
Ameriprise Financial Services, Inc. March 2008 - January 2012
Union Fidelity Mortgage 2006 - 2007
Education
University of California, San Diego 1999 — 2003
Lakeside Elementary
Los Gatos High School
CUSO January 2012 - Present
Ameriprise Financial Services, Inc. March 2008 - January 2012
Union Fidelity Mortgage 2006 - 2007
Education
University of California, San Diego 1999 — 2003
Lakeside Elementary
Los Gatos High School
Lea Anne Groover's Ameriprise Financial Services, Inc. Experience 1994 - 1995
Job Attorney, Shuffield, Lowman & Wilson, P.A.
Industry Legal Services
Experience
Shuffield, Lowman & Wilson, P.A. April 2015 - Present
9th Circuit Court, State of Florida, Probate, Guardianship, and Mental Health Court January 2014 - April 2014
Seaside National Bank & Trust August 2006 - November 2013
SunTrust Bank September 1995 - August 2006
Ameriprise Financial Services, Inc. 1994 - 1995
Skills
Estate Planning, Wealth Management, Strategic Financial..., Financial Analysis, Securities, Investments, Finance, Due Diligence, Financial Services, Leadership, Management, Portfolio Management, Banking, Asset Management, Private Banking, Negotiation, Trusts, Credit, Financial Planning
Education
Florida A&M University 2012 — 2014
Doctor of Law (JD), Law
University of Central Florida 2000 — 2001
MBA
Wilkes University 1984 — 1986
Bachelor of Science, Business Administration: Banking & Finance
Valencia College 1982 — 1984
Associate of Arts, General
Shuffield, Lowman & Wilson, P.A. April 2015 - Present
9th Circuit Court, State of Florida, Probate, Guardianship, and Mental Health Court January 2014 - April 2014
Seaside National Bank & Trust August 2006 - November 2013
SunTrust Bank September 1995 - August 2006
Ameriprise Financial Services, Inc. 1994 - 1995
Skills
Estate Planning, Wealth Management, Strategic Financial..., Financial Analysis, Securities, Investments, Finance, Due Diligence, Financial Services, Leadership, Management, Portfolio Management, Banking, Asset Management, Private Banking, Negotiation, Trusts, Credit, Financial Planning
Education
Florida A&M University 2012 — 2014
Doctor of Law (JD), Law
University of Central Florida 2000 — 2001
MBA
Wilkes University 1984 — 1986
Bachelor of Science, Business Administration: Banking & Finance
Valencia College 1982 — 1984
Associate of Arts, General
Tod Hicks's Ameriprise Financial Services, Inc. Experience April 2010 - January 2013
Job Senior Project/Program Manager at Financial Industry Technical Services, Inc.
Industry Financial Services
Experience
Financial Industry Technical Services, Inc. March 1997 - Present
Ameriprise Financial Services, Inc. April 2010 - January 2013
U.S. Bank July 2009 - March 2010
BNP Paribas June 2008 - June 2009
Ameriprise Financial 1998 - 2008
American Express 1998 - 2006
U.S. Bank 1997 - 2001
Skills
Requirements Gathering, PMO, Business Analysis, SDLC, Project Portfolio..., PMP, Requirements Analysis, Financial Services, Business Requirements, Process Improvement, Business Process..., Program Management, Visio, Risk Management, Software Project..., User Acceptance Testing, Business Process, IT Strategy
Education
University of California, Irvine 1989 — 1991
Bachelor's degree, Economics
Financial Industry Technical Services, Inc. March 1997 - Present
Ameriprise Financial Services, Inc. April 2010 - January 2013
U.S. Bank July 2009 - March 2010
BNP Paribas June 2008 - June 2009
Ameriprise Financial 1998 - 2008
American Express 1998 - 2006
U.S. Bank 1997 - 2001
Skills
Requirements Gathering, PMO, Business Analysis, SDLC, Project Portfolio..., PMP, Requirements Analysis, Financial Services, Business Requirements, Process Improvement, Business Process..., Program Management, Visio, Risk Management, Software Project..., User Acceptance Testing, Business Process, IT Strategy
Education
University of California, Irvine 1989 — 1991
Bachelor's degree, Economics
Socorro Garza's Ameriprise Financial Services, Inc. Experience December 2007 - February 2009
Job Instructional Designer
Industry Outsourcing/Offshoring
Experience
Sykes February 2009 - Present
Ameriprise Financial Services, Inc. December 2007 - February 2009
Skills
Instructional Design, Captivate, Instructor-led Training, Blended Learning, Call Centers, E-Learning, Training Delivery, Adobe Acrobat, Training, Articulate Quizmaker, Articulate Engage, Articulate Storyline, Screenr, Adobe Connect, Moodle
Education
UCI 2012 — 2013
E-Learning Instructional Designer, E-Learning Instructional Design
Sykes February 2009 - Present
Ameriprise Financial Services, Inc. December 2007 - February 2009
Skills
Instructional Design, Captivate, Instructor-led Training, Blended Learning, Call Centers, E-Learning, Training Delivery, Adobe Acrobat, Training, Articulate Quizmaker, Articulate Engage, Articulate Storyline, Screenr, Adobe Connect, Moodle
Education
UCI 2012 — 2013
E-Learning Instructional Designer, E-Learning Instructional Design
Mary Sem's Ameriprise Financial Services, Inc. Experience July 2006 - Present
Job Investment Representative at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2006 - Present
Skills
Series 7, Series 66, Series 63
Education
University of St. Thomas - Opus College of Business 2004 — 2008
MBA, Finance
University of Cape Coast 1992 — 1997
Accounting/Management, Busniness
WESS
Ameriprise Financial Services, Inc. July 2006 - Present
Skills
Series 7, Series 66, Series 63
Education
University of St. Thomas - Opus College of Business 2004 — 2008
MBA, Finance
University of Cape Coast 1992 — 1997
Accounting/Management, Busniness
WESS
Ryan Onishi's Ameriprise Financial Services, Inc. Experience September 1999 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1999 - Present
Education
University of California, San Diego 1993 — 1997
BS, Management Science
Ameriprise Financial Services, Inc. September 1999 - Present
Education
University of California, San Diego 1993 — 1997
BS, Management Science
Gitesh Bhaga's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Food & Beverages
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
QSV. Inc April 2006 - Present
Enterprise Rent-A-Car February 2004 - April 2006
Education
University of California, San Diego 2000 — 2004
Bachelor's Degree, Economics-Managment Science and Political Science
Ameriprise Financial Services, Inc. January 2012 - Present
QSV. Inc April 2006 - Present
Enterprise Rent-A-Car February 2004 - April 2006
Education
University of California, San Diego 2000 — 2004
Bachelor's Degree, Economics-Managment Science and Political Science
Mark Sikorski's Ameriprise Financial Services, Inc. Experience December 1985 - Present
Job Financial Advisor, Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1985 - Present
US Army December 1981 - December 1985
United States Marine Corps May 1977 - September 1979
Education
University of California, Riverside 1980 — 1982
B.S. Administration, Business, Marketing
Ameriprise Financial Services, Inc. December 1985 - Present
US Army December 1981 - December 1985
United States Marine Corps May 1977 - September 1979
Education
University of California, Riverside 1980 — 1982
B.S. Administration, Business, Marketing
Kelly Crawford's Ameriprise Financial Services, Inc. Experience August 2009 - May 2010
Job Service Desk Clerk at Filene's Basement
Industry Retail
Experience
Filene's Basement November 2007 - Present
Ameriprise Financial Services, Inc. August 2009 - May 2010
Rural/Metro Ambulance of Central Ohio October 2006 - October 2007
Lakeside Marine, Inc. March 2006 - October 2006
CareWorks February 1997 - October 2005
HCR ManorCare 1994 - November 1996
The Lane House/Life Care Centers of America 1992 - 1994
Education
University of Cincinnati 1986 — 1991
BA, Psychology
Filene's Basement November 2007 - Present
Ameriprise Financial Services, Inc. August 2009 - May 2010
Rural/Metro Ambulance of Central Ohio October 2006 - October 2007
Lakeside Marine, Inc. March 2006 - October 2006
CareWorks February 1997 - October 2005
HCR ManorCare 1994 - November 1996
The Lane House/Life Care Centers of America 1992 - 1994
Education
University of Cincinnati 1986 — 1991
BA, Psychology
Peter Kuhlman's Ameriprise Financial Services, Inc. Experience October 2007 - December 2008
Job Technical Writer at HewlettPackard
Industry Marketing and Advertising
Experience
Hewlett-Packard October 2011 - Present
VietSoftware International October 2009 - Present
Buffalo Tours 2010 - 2010
Ameriprise Financial Services, Inc. October 2007 - December 2008
PK Advertising 1998 - 2007
Pagliaro/Kuhlman Advertising 1988 - 1998
RWD Advertising 1982 - 1988
Bell&Howell 1976 - 1982
Skills
Marketing Communications, Marketing Strategy, Advertising, Marketing, Strategy, Direct Mail, Project Management, Team Leadership, English, Project Planning, Market Research, Microsoft Office, Strategic Planning, E-Learning, Business Strategy, Budgets, Software Development, Analysis, Team Management, Sales, Leadership, Management, Business Development, Online Advertising, Online Marketing, Product Development, Social Media Marketing, Marketing Management, Entrepreneurship, Social Networking, Training, Social Media, E-commerce, Team Building, Business Planning
Education
University of California, Irvine
Master of Fine Arts (MFA), English Language and Literature/Letters
Hewlett-Packard October 2011 - Present
VietSoftware International October 2009 - Present
Buffalo Tours 2010 - 2010
Ameriprise Financial Services, Inc. October 2007 - December 2008
PK Advertising 1998 - 2007
Pagliaro/Kuhlman Advertising 1988 - 1998
RWD Advertising 1982 - 1988
Bell&Howell 1976 - 1982
Skills
Marketing Communications, Marketing Strategy, Advertising, Marketing, Strategy, Direct Mail, Project Management, Team Leadership, English, Project Planning, Market Research, Microsoft Office, Strategic Planning, E-Learning, Business Strategy, Budgets, Software Development, Analysis, Team Management, Sales, Leadership, Management, Business Development, Online Advertising, Online Marketing, Product Development, Social Media Marketing, Marketing Management, Entrepreneurship, Social Networking, Training, Social Media, E-commerce, Team Building, Business Planning
Education
University of California, Irvine
Master of Fine Arts (MFA), English Language and Literature/Letters
Jean McCleery, Financial Advisor, CFP, CRPC's Ameriprise Financial Services, Inc. Experience March 1999 - Present
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 1999 - Present
Investors Title Company January 1982 - February 1996
Education
University of California, Santa Barbara 2001 — 2003
PFP, Financial Planning
University of California, Los Angeles 1976 — 1979
BA, Political Science
Ameriprise Financial Services, Inc. March 1999 - Present
Investors Title Company January 1982 - February 1996
Education
University of California, Santa Barbara 2001 — 2003
PFP, Financial Planning
University of California, Los Angeles 1976 — 1979
BA, Political Science
Dianna Russick's Ameriprise Financial Services, Inc. Experience 2000 - 2006
Job Project Manager at Caterpillar Inc.
Industry Mining & Metals
Experience
Caterpillar Inc. April 2012 - Present
Caterpillar Inc. October 2006 - March 2012
Ameriprise Financial Services, Inc. 2000 - 2006
US Navy 1989 - 1994
GE 1984 - 1989
Skills
Black Belt, DMAIC, Six Sigma, Continuous Improvement, Root Cause Analysis, Engineering Management, Testing, Operations Management, Project Planning, Integration, Product Development, Engineering, Logistics, Aerospace, Management, Project Management
Education
University of Cincinnati
MS Aerospace Engineering
University of Illinois at Urbana-Champaign
BS Mechanical Engineering
Caterpillar Inc. April 2012 - Present
Caterpillar Inc. October 2006 - March 2012
Ameriprise Financial Services, Inc. 2000 - 2006
US Navy 1989 - 1994
GE 1984 - 1989
Skills
Black Belt, DMAIC, Six Sigma, Continuous Improvement, Root Cause Analysis, Engineering Management, Testing, Operations Management, Project Planning, Integration, Product Development, Engineering, Logistics, Aerospace, Management, Project Management
Education
University of Cincinnati
MS Aerospace Engineering
University of Illinois at Urbana-Champaign
BS Mechanical Engineering
Nick Felldin's Ameriprise Financial Services, Inc. Experience January 2008 - August 2008
Job Office Manager
Industry Accounting
Experience
Orion Business Technology October 2012 - Present
Macias Gini & O'Connell April 2011 - May 2012
Best Buy November 2008 - April 2011
Ameriprise Financial Services, Inc. January 2008 - August 2008
CBRE Global Investors September 2005 - April 2007
Skills
Financial Reporting
Education
UCLA Extension 2009 — 2010
Certificate, Accounting
University of California, Riverside 2001 — 2005
Bachelor of Science, Business Administration
Orion Business Technology October 2012 - Present
Macias Gini & O'Connell April 2011 - May 2012
Best Buy November 2008 - April 2011
Ameriprise Financial Services, Inc. January 2008 - August 2008
CBRE Global Investors September 2005 - April 2007
Skills
Financial Reporting
Education
UCLA Extension 2009 — 2010
Certificate, Accounting
University of California, Riverside 2001 — 2005
Bachelor of Science, Business Administration
Keefe Shanahan's Ameriprise Financial Services, Inc. Experience July 2008 - April 2010
Job PGA Professional
Industry Sports
Experience
Kinnickinnic Realty, Inc. 2000 - Present
Pacific Palms Conference Resort January 2011 - March 2014
Ameriprise Financial Services, Inc. July 2008 - April 2010
ALB Commercial Capital January 2005 - July 2008
Skills
Golf Fitness, Golf Instruction, Fitness Training, Tournaments, Marketing, Finance, Investment Properties, Time Management, Commercial Real Estate, Event Planning, Refinance, Coaching, Event Management, Hospitality, Golf, Sales, Corporate Events, Sports Management, Marketing Strategy, Retirement, Budgets, Public Relations, Customer Service, Social Media Marketing
Education
California University of Pennsylvania 2012 — 2013
Master's degree, Kinesiology and Exercise Science
University of California, Los Angeles 2000 — 2004
Communications: Mass Media, Marketing/Advertising
Kinnickinnic Realty, Inc. 2000 - Present
Pacific Palms Conference Resort January 2011 - March 2014
Ameriprise Financial Services, Inc. July 2008 - April 2010
ALB Commercial Capital January 2005 - July 2008
Skills
Golf Fitness, Golf Instruction, Fitness Training, Tournaments, Marketing, Finance, Investment Properties, Time Management, Commercial Real Estate, Event Planning, Refinance, Coaching, Event Management, Hospitality, Golf, Sales, Corporate Events, Sports Management, Marketing Strategy, Retirement, Budgets, Public Relations, Customer Service, Social Media Marketing
Education
California University of Pennsylvania 2012 — 2013
Master's degree, Kinesiology and Exercise Science
University of California, Los Angeles 2000 — 2004
Communications: Mass Media, Marketing/Advertising
Timothy S. Blevins, CFP's Ameriprise Financial Services, Inc. Experience October 1985 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1985 - Present
Education
University of California, Riverside 1975 — 1979
Bachelor of Science, Economics
Ameriprise Financial Services, Inc. October 1985 - Present
Education
University of California, Riverside 1975 — 1979
Bachelor of Science, Economics
Douglas Esquer's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - December 2014
Ahart Aviation Services November 2011 - April 2014
Embry-Riddle Aeronautical University September 2008 - December 2010
Jet Aeronautical, LLC May 2010 - September 2010
Paula's Pasta Mia June 2007 - September 2007
Ameriprise Financial Services, Inc. June 2006 - September 2006
Education
Embry Riddle Aeronautical University 2008 — 2010
Professional Aeronautics, Aviation
University of California, Santa Cruz 2006 — 2008
Computer Science
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - December 2014
Ahart Aviation Services November 2011 - April 2014
Embry-Riddle Aeronautical University September 2008 - December 2010
Jet Aeronautical, LLC May 2010 - September 2010
Paula's Pasta Mia June 2007 - September 2007
Ameriprise Financial Services, Inc. June 2006 - September 2006
Education
Embry Riddle Aeronautical University 2008 — 2010
Professional Aeronautics, Aviation
University of California, Santa Cruz 2006 — 2008
Computer Science
Joseph Hinojos's Ameriprise Financial Services, Inc. Experience January 2007 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2007 - Present
Santa Barbara Cottage Hospital September 2003 - June 2006
Education
University of California, Santa Barbara 1997 — 2002
Ameriprise Financial Services, Inc. January 2007 - Present
Santa Barbara Cottage Hospital September 2003 - June 2006
Education
University of California, Santa Barbara 1997 — 2002
Pratik Patel's Ameriprise Financial Services, Inc. Experience March 2002 - March 2003
Job Chief Operating Officer at MD Revolution
Industry Medical Practice
Experience
MD Revolution March 2012 - Present
Citibank May 2006 - March 2012
Ameriprise Financial Services, Inc. March 2002 - March 2003
Skills
Branch Banking, Internal Audit, Retail Banking, Small Business Lending, Wealth Management, Commercial Banking, Loans, Banking, Credit Analysis, Credit, Investments, Cash Management, Asset Managment, Consumer Lending, Mortgage Lending, Financial Advisory, Portfolio Management, Cross Selling, Mutual Funds, Credit Cards
Education
University of California, Riverside 1992 — 1996
B.S., Psycho-Biology
MD Revolution March 2012 - Present
Citibank May 2006 - March 2012
Ameriprise Financial Services, Inc. March 2002 - March 2003
Skills
Branch Banking, Internal Audit, Retail Banking, Small Business Lending, Wealth Management, Commercial Banking, Loans, Banking, Credit Analysis, Credit, Investments, Cash Management, Asset Managment, Consumer Lending, Mortgage Lending, Financial Advisory, Portfolio Management, Cross Selling, Mutual Funds, Credit Cards
Education
University of California, Riverside 1992 — 1996
B.S., Psycho-Biology
George N. Harris II, MPA's Ameriprise Financial Services, Inc. Experience August 2000 - February 2002
Job Director of Administrative and Community Services At City of Rialto
Industry Government Administration
Experience
City of Rialto January 2012 - Present
City of Adelanto March 2010 - January 2012
City of Adelanto June 2009 - March 2010
City of Adelanto October 2008 - June 2009
City of Rialto June 2004 - October 2008
MuniFinancial February 2002 - June 2004
Ameriprise Financial Services, Inc. August 2000 - February 2002
Skills
Government, Financial Reporting, Public Speaking, Community Outreach, Research, Budgets, Community Development, Strategic Planning, Event Planning, Public Finance, Policy, Financial Analysis, Nonprofits, Economic Development, Management, Public Administration, Policy Analysis, Grant Writing, Redevelopment, Public Policy, Local Government, Public Relations, Municipalities, Leadership Development, Program Management, Organizational..., Grants, Zoning, Fundraising, Finance, Leadership, Analysis, Customer Service, Microsoft Office, Managerial Finance, Project Planning, Program Development, Microsoft Excel, Team Building
Education
California Baptist University 2013 — 2014
Master of Public Administration (MPA), Public Administration
University of California, Riverside 1995 — 2000
BS, Business Administration
City of Rialto January 2012 - Present
City of Adelanto March 2010 - January 2012
City of Adelanto June 2009 - March 2010
City of Adelanto October 2008 - June 2009
City of Rialto June 2004 - October 2008
MuniFinancial February 2002 - June 2004
Ameriprise Financial Services, Inc. August 2000 - February 2002
Skills
Government, Financial Reporting, Public Speaking, Community Outreach, Research, Budgets, Community Development, Strategic Planning, Event Planning, Public Finance, Policy, Financial Analysis, Nonprofits, Economic Development, Management, Public Administration, Policy Analysis, Grant Writing, Redevelopment, Public Policy, Local Government, Public Relations, Municipalities, Leadership Development, Program Management, Organizational..., Grants, Zoning, Fundraising, Finance, Leadership, Analysis, Customer Service, Microsoft Office, Managerial Finance, Project Planning, Program Development, Microsoft Excel, Team Building
Education
California Baptist University 2013 — 2014
Master of Public Administration (MPA), Public Administration
University of California, Riverside 1995 — 2000
BS, Business Administration
Aaron Krause's Ameriprise Financial Services, Inc. Experience November 2007 - July 2009
Job Director Brokerage Training at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2014 - Present
Waddell & Reed August 2009 - December 2013
Ameriprise Financial Services, Inc. November 2007 - July 2009
Ameriprise Financial Services, Inc. March 2006 - November 2007
Thrivent Financial April 2003 - March 2006
Skills
Training, Training Delivery, Investments, Securities, Series 7, Series 66, IRA's, Retirement, Financial Planning, Mutual Funds, Retirement Planning, Insurance, Options, Bonds, Wealth Management, Series 63, 401k, Financial Advisory, Investment Strategies, Investment Advisory
Education
University of Central Missouri 2001 — 2002
Master of Science, Aviation Safety
University of Central Missouri 1999 — 2001
Bachelor of Science, Aviation Management
Waddell & Reed January 2014 - Present
Waddell & Reed August 2009 - December 2013
Ameriprise Financial Services, Inc. November 2007 - July 2009
Ameriprise Financial Services, Inc. March 2006 - November 2007
Thrivent Financial April 2003 - March 2006
Skills
Training, Training Delivery, Investments, Securities, Series 7, Series 66, IRA's, Retirement, Financial Planning, Mutual Funds, Retirement Planning, Insurance, Options, Bonds, Wealth Management, Series 63, 401k, Financial Advisory, Investment Strategies, Investment Advisory
Education
University of Central Missouri 2001 — 2002
Master of Science, Aviation Safety
University of Central Missouri 1999 — 2001
Bachelor of Science, Aviation Management
Kyle Massey's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job at
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial July 2010 - June 2015
TD Ameritrade March 2008 - September 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Asset Allocation, Asset Management, Retirement Planning, Consultative Sales..., Investments, Insurance, Strategic Financial..., Mutual Funds, Equities, Portfolio Management, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office
Education
University of California, Riverside 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial July 2010 - June 2015
TD Ameritrade March 2008 - September 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Asset Allocation, Asset Management, Retirement Planning, Consultative Sales..., Investments, Insurance, Strategic Financial..., Mutual Funds, Equities, Portfolio Management, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office
Education
University of California, Riverside 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Susan Malcolm's Ameriprise Financial Services, Inc. Experience February 2013 - June 2013
Job
Industry Law Practice
Experience
University of Colorado Boulder August 2015 - Present
First Republic Bank October 2013 - August 2015
UCSB Family Vacation Center May 2010 - August 2013
Ameriprise Financial Services, Inc. February 2013 - June 2013
Deckers Outdoor Corporation August 2012 - December 2012
New American Funding October 2011 - May 2012
UCSB Facilities and Planning October 2008 - June 2011
UCSB Alumni Association October 2010 - March 2011
UCSB Visitor Center February 2009 - March 2011
UCSB Intercollegiate Athletics October 2008 - March 2009
Education
University of Colorado Boulder 2015 — 2018
Doctor of Law (J.D.)
University of California, Santa Barbara 2007 — 2011
BA, Communication, Exercise and Health Science
University of Colorado Boulder August 2015 - Present
First Republic Bank October 2013 - August 2015
UCSB Family Vacation Center May 2010 - August 2013
Ameriprise Financial Services, Inc. February 2013 - June 2013
Deckers Outdoor Corporation August 2012 - December 2012
New American Funding October 2011 - May 2012
UCSB Facilities and Planning October 2008 - June 2011
UCSB Alumni Association October 2010 - March 2011
UCSB Visitor Center February 2009 - March 2011
UCSB Intercollegiate Athletics October 2008 - March 2009
Education
University of Colorado Boulder 2015 — 2018
Doctor of Law (J.D.)
University of California, Santa Barbara 2007 — 2011
BA, Communication, Exercise and Health Science
Grace Pilouk's Ameriprise Financial Services, Inc. Experience July 2009 - July 2010
Job Marketing Director at Rabin Worldwide, Inc.
Industry Commercial Real Estate
Experience
Rabin Worldwide, Inc. December 2014 - Present
Akira Sales International July 2013 - October 2014
Financial Compound December 2011 - July 2013
Southwestern Law School May 2011 - December 2011
The Legal Aid Society of Orange County August 2010 - May 2011
Ameriprise Financial Services, Inc. July 2009 - July 2010
The UCLA Daily Bruin March 2009 - July 2010
Skills
Publishing, Proofreading, Editing, Grant Writing, Copy Editing, Microsoft Excel, Newspapers, Publications, AP Style, Spanish, InDesign, Facebook, Editorial, Fundraising
Education
University of California, Los Angeles 2006 — 2010
B.A., English
Rabin Worldwide, Inc. December 2014 - Present
Akira Sales International July 2013 - October 2014
Financial Compound December 2011 - July 2013
Southwestern Law School May 2011 - December 2011
The Legal Aid Society of Orange County August 2010 - May 2011
Ameriprise Financial Services, Inc. July 2009 - July 2010
The UCLA Daily Bruin March 2009 - July 2010
Skills
Publishing, Proofreading, Editing, Grant Writing, Copy Editing, Microsoft Excel, Newspapers, Publications, AP Style, Spanish, InDesign, Facebook, Editorial, Fundraising
Education
University of California, Los Angeles 2006 — 2010
B.A., English
Jeanette Strother's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Cardno ChemRisk March 2011 - June 2015
Caldwell Leslie & Proctor, PC 2004 - 2010
Skills
Policy Analysis, Data Analysis, Qualitative Research, Community Outreach, PowerPoint, Public Policy, Microsoft Office, Microsoft Excel, Editing, Legal Research, Policy
Education
UC Santa Barbara 2004 — 2008
BA, Political Science
Ameriprise Financial Services, Inc. June 2015 - Present
Cardno ChemRisk March 2011 - June 2015
Caldwell Leslie & Proctor, PC 2004 - 2010
Skills
Policy Analysis, Data Analysis, Qualitative Research, Community Outreach, PowerPoint, Public Policy, Microsoft Office, Microsoft Excel, Editing, Legal Research, Policy
Education
UC Santa Barbara 2004 — 2008
BA, Political Science
Ailina (Anna) Truong's Ameriprise Financial Services, Inc. Experience May 2010 - May 2011
Job Senior Tax Associate at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PwC August 2013 - April 2014
GSO Business Management, LLC August 2012 - April 2013
Ameriprise Financial Services, Inc. May 2010 - May 2011
Skills
Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Tax Preparation, Tax, Time Management
Education
University of California, Los Angeles 2008 — 2012
B.A.
PwC July 2014 - Present
PwC August 2013 - April 2014
GSO Business Management, LLC August 2012 - April 2013
Ameriprise Financial Services, Inc. May 2010 - May 2011
Skills
Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Tax Preparation, Tax, Time Management
Education
University of California, Los Angeles 2008 — 2012
B.A.
Angela (Berger) Patrick's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Client Concierge and Business Development Manager at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Modern Business Associates August 2006 - January 2015
Extreme Clean October 2010 - April 2012
WealthBuilders June 2009 - February 2010
Chatham Collision August 2004 - August 2005
Crew One Productions 2002 - 2003
Clean Event USA 2000 - 2002
Eventures Unlimited January 1999 - January 2000
UCF Arena 1996 - 2000
Skills
Outlook, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Human Resources, Proficient Typing Skills, Travel Planning, Windows 7, Employee Benefits, Workers Compensation, Interviews, Management, Event Planning, Coordinating Events, Fundraising, Creative Problem Solving, Executive..., Lifestyle Management, Marketing, Event Management, Teamwork, Public Speaking, Sales, Employee Relations
Education
University of Central Florida 1995 — 2001
Bachelor of Science, Hospitality Management - Business
GIbbs High School 1992 — 1995
Ameriprise Financial Services, Inc. February 2015 - Present
Modern Business Associates August 2006 - January 2015
Extreme Clean October 2010 - April 2012
WealthBuilders June 2009 - February 2010
Chatham Collision August 2004 - August 2005
Crew One Productions 2002 - 2003
Clean Event USA 2000 - 2002
Eventures Unlimited January 1999 - January 2000
UCF Arena 1996 - 2000
Skills
Outlook, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Human Resources, Proficient Typing Skills, Travel Planning, Windows 7, Employee Benefits, Workers Compensation, Interviews, Management, Event Planning, Coordinating Events, Fundraising, Creative Problem Solving, Executive..., Lifestyle Management, Marketing, Event Management, Teamwork, Public Speaking, Sales, Employee Relations
Education
University of Central Florida 1995 — 2001
Bachelor of Science, Hospitality Management - Business
GIbbs High School 1992 — 1995
Angel Walia's Ameriprise Financial Services, Inc. Experience August 2011 - June 2012
Job Senior Business Analyst
Industry Information Technology and Services
Experience
Brown Brothers Harriman July 2014 - Present
BNY Mellon June 2012 - June 2014
Ameriprise Financial Services, Inc. August 2011 - June 2012
SunTrust Robinson Humphrey July 2008 - August 2011
Skills
Business Analysis, User Acceptance Testing, SDLC, Requirements Analysis, Risk Management, Quality Center, Derivatives, Foreign Exchange, Software Project..., Back Office, Agile Methodologies, Business Process, SWIFT messaging, Project Coordination, Trade Life Cycle, FIX Protocol, XML
Education
University of Central Oklahoma
Bachelors, Finance
University of Oklahoma
Brown Brothers Harriman July 2014 - Present
BNY Mellon June 2012 - June 2014
Ameriprise Financial Services, Inc. August 2011 - June 2012
SunTrust Robinson Humphrey July 2008 - August 2011
Skills
Business Analysis, User Acceptance Testing, SDLC, Requirements Analysis, Risk Management, Quality Center, Derivatives, Foreign Exchange, Software Project..., Back Office, Agile Methodologies, Business Process, SWIFT messaging, Project Coordination, Trade Life Cycle, FIX Protocol, XML
Education
University of Central Oklahoma
Bachelors, Finance
University of Oklahoma
Sarah Richman's Ameriprise Financial Services, Inc. Experience June 2010 - September 2011
Job Planner at Rincon Consultants Inc.
Industry Environmental Services
Experience
Rincon Consultants Inc. September 2013 - Present
UC Santa Barbara January 2012 - June 2013
Buchanan Hall, UCSB October 2007 - December 2011
Ameriprise Financial Services, Inc. June 2010 - September 2011
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, R, Event Planning, Microsoft Word, GIS, Public Speaking, Spanish, Community Outreach, Environmental Science, Environmental Policy, Social Media, Sustainability, Data Analysis, ArcGIS, Technical Writing, Social Networking, Environmental Awareness, Analysis, Editing
Education
The Bren School, University of California, Santa Barbara 2011 — 2013
Master's degree, Environmental Science and Management
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts, Environmental Studies and Business Economics
Rincon Consultants Inc. September 2013 - Present
UC Santa Barbara January 2012 - June 2013
Buchanan Hall, UCSB October 2007 - December 2011
Ameriprise Financial Services, Inc. June 2010 - September 2011
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, R, Event Planning, Microsoft Word, GIS, Public Speaking, Spanish, Community Outreach, Environmental Science, Environmental Policy, Social Media, Sustainability, Data Analysis, ArcGIS, Technical Writing, Social Networking, Environmental Awareness, Analysis, Editing
Education
The Bren School, University of California, Santa Barbara 2011 — 2013
Master's degree, Environmental Science and Management
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts, Environmental Studies and Business Economics
Paul Jae-Ho Nam's Ameriprise Financial Services, Inc. Experience January 2014 - June 2014
Job Account Executive at Charity Brands Consulting
Industry Management Consulting
Experience
Delta Air Lines 2015 - 2015
Charity Brands Consulting April 2014 - August 2014
Ameriprise Financial Services, Inc. January 2014 - June 2014
PwC June 2013 - August 2013
Mathnasium - The Math Learning Center August 2012 - November 2012
Law Office of Jonathan Bae June 2011 - September 2011
Mathnasium - The Math Learning Center June 2011 - September 2011
Skills
PowerPoint, Microsoft Word, Event Planning, Microsoft Office, Social Media, Customer Service, Leadership, Microsoft Excel, WordPress, Social Media Marketing, Time Management, Data Analysis, Management, Statistics, Teaching, Public Speaking, Spanish, Community Outreach
Education
UCLA 2010 — 2015
Bachelor's Degree, Economics with Accounting and Spanish Minors, Incoming Senior
Foothill High School 2006 — 2010
Delta Air Lines 2015 - 2015
Charity Brands Consulting April 2014 - August 2014
Ameriprise Financial Services, Inc. January 2014 - June 2014
PwC June 2013 - August 2013
Mathnasium - The Math Learning Center August 2012 - November 2012
Law Office of Jonathan Bae June 2011 - September 2011
Mathnasium - The Math Learning Center June 2011 - September 2011
Skills
PowerPoint, Microsoft Word, Event Planning, Microsoft Office, Social Media, Customer Service, Leadership, Microsoft Excel, WordPress, Social Media Marketing, Time Management, Data Analysis, Management, Statistics, Teaching, Public Speaking, Spanish, Community Outreach
Education
UCLA 2010 — 2015
Bachelor's Degree, Economics with Accounting and Spanish Minors, Incoming Senior
Foothill High School 2006 — 2010
John D Sweeney's Ameriprise Financial Services, Inc. Experience Financial AdvisorWells Fargo AdvisorsDecember 1985 - June 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. Financial AdvisorWells Fargo AdvisorsDecember 1985 - June 2013
Education
University of Cincinnati 1962 — 1970
Bachelor's degree, Business/Commerce, General
Xavier University
Masters, Education
Ameriprise Financial Services, Inc. Financial AdvisorWells Fargo AdvisorsDecember 1985 - June 2013
Education
University of Cincinnati 1962 — 1970
Bachelor's degree, Business/Commerce, General
Xavier University
Masters, Education
Sherry Leppma's Ameriprise Financial Services, Inc. Experience October 2003 - January 2010
Job
Industry Financial Services
Experience
Walgreens Specialty Care Centers May 2010 - March 2013
Ameriprise Financial Services, Inc. October 2003 - January 2010
Education
University of Central Florida 1988 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Walgreens Specialty Care Centers May 2010 - March 2013
Ameriprise Financial Services, Inc. October 2003 - January 2010
Education
University of Central Florida 1988 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank