Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. January 2011 - April 2014
Orthopedic Excellence of Long Island December 2008 - January 2011
Morganstern & Quatela Law Firm May 2008 - August 2008
Aberdeen IronBirds February 2008 - May 2008
Long Island Lizards May 2006 - August 2006
University of Delaware October 2005 - January 2006
Rose Fence Company May 2005 - August 2005
Coleman Country Day Camp June 2003 - August 2003
Education
University of Delaware 2004 — 2008
Bachelor of Science (B.S.), Sports Management
South Side High School 2000 — 2004
High School Diploma
AdvisorLoans June 2015 - Present
John Pierce Consulting August 2014 - June 2015
Ameriprise Financial Services, Inc. June 2008 - August 2014
John Pierce Consulting August 2006 - June 2008
Merrill Lynch May 1993 - August 2006
Progressive Daycare Centers, Inc. December 1986 - May 1993
Skills
Recruiting, Leadership, Strategy, Business Development, Training, Management, Finance, Sourcing, Coaching, Marketing, Change Management, Consulting, Sales, Banking, Management Consulting, Executive Management, Business Planning, Business Strategy, Sales Management, Team Building, Start-ups
Education
University of London 2004 — 2006
MBA, International Finance and Management
University of Cincinnati College of Business 1982 — 1986
BBA, Marketing and Management
Ameriprise Financial Services, Inc. August 1994 - Present
Citicorp 1988 - 1993
Transamerica Commercial Finance 1987 - 1989
Education
University of Colorado Denver 1989 — 1992
MBA, Business Administration
Western State Colorado University 1982 — 1986
BA, Business Administration
Alliance Academy 1977 — 1981
Cotopaxi Academy
MMH Consulting 2008 - Present
Ameriprise Financial Services, Inc. July 2004 - Present
American Express Financial Advisors October 2001 - July 2004
American Express Financial Advisors November 1997 - October 2001
Education
University of Evansville 1990 — 1994
Bachelor of Science, Business Administration
Johnson & Johnson January 2015 - Present
Johnson & Johnson June 2013 - December 2014
Johnson & Johnson June 2012 - June 2013
Johnson & Johnson October 2010 - June 2012
Johnson & Johnson May 2009 - August 2009
Ameriprise Financial Services, Inc. May 2008 - August 2008
Skills
Finance, Accounting, Budgets, SAP R/3, Financial Reporting, Microsoft Excel, Prezi
Education
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. March 1999 - Present
Pecos Valley Medical Center August 1996 - February 1999
Pecos River Learning Centers March 1990 - July 1996
Education
University of Colorado Health Sciences Center 1973 — 1977
BSN, Nursing
BlackRock December 2013 - Present
BlackRock September 2010 - December 2013
BlackRock June 2007 - September 2010
Ameriprise Financial Services, Inc. August 2006 - April 2007
Skills
Investments, Mutual Funds, Sales Presentations, Client Relationship..., Global Cash Management, Sales Prospecting, Risk Management, Leadership, CRM, Derivatives, Alternative Investments, Financial Markets, Trading, Financial Services, Finance, Portfolio Management, Equities, Asset Management, Fixed Income, Relationship Management
Education
Villanova University
MBA, Finance
University of Delaware - Lerner College of Business and Economics
BS, Finance, History
Needham High School
Ameriprise Financial Services, Inc. August 2014 - Present
Morgan Stanley February 1995 - August 2014
Education
University of Florida 1989 — 1991
Bachelors of Science in Business Administration, Degree in Finance
University of Florida 1989 — 1991
Bachelor of Science (B.S.) - Finance, Finance, General
Ameriprise Financial Services, Inc. April 1975 - Present
Education
University of Connecticut 1967 — 1971
Bachelor's Degree, Accounting
Ameriprise Financial Services, Inc. February 2014 - Present
Prudential Financial 2011 - 2014
University of Colorado Colorado Springs 2009 - 2010
Education
University of Colorado Colorado Springs 2006 — 2010
Bachelors of Science, Marketing
Delta Air Lines August 2015 - Present
Tech-Pro, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - July 2015
U.S. Bank September 2011 - January 2014
OppenheimerFunds January 2009 - September 2011
OppenheimerFunds July 2006 - January 2009
OppenheimerFunds July 1999 - January 2006
Skills
Project Management, Agile Project Management, Software Project..., Project Delivery, Strategic Planning, Agile Methodologies, Scrum, Team Leadership, Business Analysis, Requirements Analysis, Financial Analysis, Budgets, Business Process, Cross-functional Team..., Business Intelligence, IT Strategy, CRM, MS Project, SharePoint
Education
University of Colorado Denver
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. December 2011 - Present
Ameriprise Financial Services, Inc. February 2009 - December 2010
Ameriprise Financial Services, Inc. January 2007 - February 2009
Boulder Colorado June 1996 - October 2006
Skills
Technical Writing, Business Process..., Process Control, Proofreading, Editing, Relationship Management, Building Strong..., Training Delivery, Series 63, Series 6, Strategic Communications, Sarbanes-Oxley, Variable Annuities, Fixed Annuities, Brokered Insurance and..., Variable Insurance, Business Writing, Client Correspondence, Manage Client..., New Business Development, Successful Business...
Education
University of Colorado Boulder 2003 — 2006
Bachelor of Arts (B.A.), Environmental Science, 3.36
University of Colorado Boulder 2003 — 2006
Bachelor of Arts (B.A.), Environmental Studies
Travelers March 2015 - September 2015
G&K Services September 2014 - November 2014
Ameriprise Financial Services, Inc. February 2014 - September 2014
Forward Thinking Inc. (Contracting) January 2013 - February 2014
Target November 2012 - January 2013
Watermark Learning 2012 - 2013
General Mills March 2012 - June 2012
Dashe & Thomson June 2011 - June 2012
3M January 2012 - March 2012
Medtronic January 2008 - June 2011
Skills
Training, Blended Learning, mLearnig, eLearning, Instructor-led Training, Business Process, Software Documentation, Instructional Design, Technical Writing, Change Management, Program Management, Project Management, Business Analysis, Needs Analysis, Management, Leadership, SAP -SD, MM, PP, PM,..., ERP, Process Improvement, CRM, Cross-functional Team..., Enterprise Software, User Productivity Kit..., Saba LMS, Articulate Storyline..., Captivate, SharePoint, SnagIt, RoboHelp, Saba Learning..., Visio, Courselab 2.4, Windows Live Movie Maker, Moodle, GoToMeeting, WebEx, Microsoft Office Suite, WinnShuttle, Camtasia, Microsoft Office, E-Learning
Education
University of Colorado at Boulder
Masters - Education, Theory and practice of pedagogy
Watermark Learning 2013 — 2013
Associate degree in Business Analysis, Systems Business Analysis
Halpern Eye Care June 2009 - Present
Ameriprise Financial Services, Inc. August 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Health, Health Insurance, Cpr Certified, CPR Certified, Customer Service, Leadership, Social Networking, Time Management, Access
Education
Thomas Jefferson University 2013 — 2015
Master's degree, Occupational Therapy/Therapist
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Allied Health and Medical Assisting Services
Langueoneze 2011 — 2011
Caravel Academy 2005 — 2009
Ameriprise Financial Services, Inc. April 2013 - August 2013
Advanced Massage October 2004 - March 2007
NYL Retirement Plan Services April 1998 - January 2004
John Hancock Financial Services March 1995 - April 1998
Bear, Stearns & Co. September 1993 - February 1995
Shearson Lehman Brothers August 1990 - June 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Customer Service, PowerPoint, Outlook, Office Administration, Recruiting
Education
The University of Connecticut 1986 — 1990
Bachelor's of Science, Human Development and Family Studies
Broadridge Financial Solutions December 2014 - Present
Broadridge Financial Solutions February 2013 - January 2015
Broadridge Financial Solutions July 2012 - February 2013
Ameriprise Financial Services, Inc. August 2011 - May 2012
Farm Credit East, ACA January 2011 - May 2011
Peter Caradonna Architecture and Planning May 2010 - August 2010
Education
The University of Connecticut 2008 — 2012
BS, Resource Economics
Langue Onze 2011 — 2011
Language and Culture
Earl L Vandermeulen High School 2004 — 2008
Life Time - The Healthy Way of Life Company June 2014 - Present
International Education Center November 2012 - May 2014
Ameriprise Financial Services, Inc. September 2012 - May 2014
Ameriprise Financial Services, Inc. October 2010 - September 2012
Minnesota Breast Cancer Coalition October 2009 - December 2011
Wells Fargo December 2009 - September 2010
UCare October 2006 - December 2009
HealthPartners October 2005 - October 2006
Priority Integrated Marketing November 2001 - October 2005
Media Relations, Inc. May 2000 - November 2001
Skills
Project Management, Internal Communications, Public Relations, Copywriting, Account Management, Change management..., Journalism, Brand Development..., Marketing Communications, Marketing, Web Content, Editing, Blogging, Press Releases, Newsletters, Social Media, Leadership, Marketing Strategy, Strategic Communications, Fundraising, Management, Strategy, Corporate Communications, Program Management, Email Marketing, Change Management, Public Speaking, Crisis Communications, Media Relations, Brand Management, Communications Planning, Social Media Marketing, Nonprofits, Advertising, Brand Development, Integrated Marketing, Event Planning, Web Content Management, Sales, Training, Direct Marketing, Online Marketing, Content Strategy, Content Development, Event Management, Copy Editing, Facebook, Social Networking, Market Research, Magazines
Education
University of Minnesota-Twin Cities 2008 — 2010
M.A., Strategic Communication
University of Evansville 1995 — 1999
B.A., Mass Communications
South Knox High School 1991 — 1995
Ameriprise Financial Services, Inc. April 2015 - Present
PwC November 2011 - April 2015
PwC 2011 - 2015
Skills
International Tax, Mergers & Acquisitions
Education
University of Denver 2010 — 2011
Master's degree, Taxation
University of Iowa 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Fred Troendle & Associates, A Financial Planning Practice of Focus Financial January 2015 - Present
Ameriprise Financial Services, Inc. September 2003 - January 2015
Wolter & Raak, LTD September 1998 - September 2003
Lehman & Wilkinson, CPAs January 1997 - September 1998
American Lung Association of New Hampshire April 1990 - December 1996
United States Marine Corps January 1986 - January 1990
Skills
Retirement Planning, Finance, Small Business, Microsoft Excel, Accounting, Microsoft Office
Education
New Hampshire College 1992 — 1996
Master's degree, Accounting
University of Colorado Boulder 1981 — 1985
Bachelor's degree, Political Science
Ameriprise Financial Services, Inc. February 2015 - June 2015
Turf Master June 2014 - October 2014
Mizuno April 2014 - July 2014
Cheyenne Mountain Resort August 2012 - October 2013
American Golf Corporation May 2013 - August 2013
Mimis Cafe November 2010 - July 2012
Skills
Customer Service, Golf, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Social Networking, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Facebook, Hospitality Management, Financial Analysis, Financial Planning, Financial Services, Administrative..., Investment Strategies, Investments, Securities
Education
University of Colorado at Colorado Springs 2012 — 2017
Bachelor of Science, Business, Finance, Finance and Economics
Ameriprise Financial Services, Inc. December 2010 - Present
Ameriprise Financial Services, Inc. April 2007 - December 2010
CT/NH Army National Guard 2000 - 2008
Hartford, CT 2003 - 2007
U.S. Army 1997 - 2000
Education
The University of Connecticut 2000 — 2003
BS Accounting
Capital High School 1993 — 1997
ElectroSpin University September 2012 - Present
Boppers Events August 2005 - Present
Ameriprise Financial Services, Inc. May 2009 - August 2009
Camp Laurelwood July 2006 - August 2006
Skills
Public Speaking, Editing, Customer Service, English, Teaching, Emcee, Creative Problem Solving, Entertainment, DJ, Parties, Entrepreneurship, Weddings, Concerts, Social Networking, Microsoft Office, Social Media, Microsoft Excel, Social Media Marketing, Leadership, PowerPoint, Event Planning, Microsoft Word
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts (B.A.), Economics
University of Connecticut 2007 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
University of Connecticut 2007 — 2011
Minor, Business, A
Charles Schwab March 2014 - Present
Charles Schwab January 2008 - March 2014
Charles Schwab January 2006 - December 2007
Ameriprise Financial Services, Inc. June 2005 - December 2005
Skills
Financial Services, Finance, Investments, Leadership, Investment Strategies, Trading, Capital Markets, Team Management, Team Leadership, Business Development, Strategy, Team Building, Team-oriented, Competitive Analysis, Business Strategy, Management, Project Management, Product Management, Marketing
Education
University of Colorado at Boulder 2001 — 2004
B.A., History, Cum Laude
Cans for Hope January 2014 - Present
Lincoln Financial Group June 2008 - October 2013
Lincoln Financial Group September 2007 - June 2008
Lincoln Financial Group August 2005 - June 2008
Lincoln Financial Group September 2006 - August 2007
Lincoln Financial Group August 2005 - August 2006
Bullrun Financial, Inc. June 2004 - August 2004
Ameriprise Financial Services, Inc. June 2004 - August 2004
Skills
Microsoft Office, Financial Analysis, Investment Management, Morningstar Direct, Lipper, Zephyr Style Advisor, FactSet, eVestment Alliance, Chartered Financial..., Securities, Valuation, Leadership
Education
University of Delaware 2001 — 2005
Honors Bachelor of Science (BS), magna cum laude, Finance and Marketing
University of Delaware 2001 — 2005
Honors Bachelor of Science, Finance and Marketing
Ameriprise Financial Services, Inc. November 2011 - Present
Wilshire Associates August 2001 - January 2011
AllScripts HealthCare Solutions April 2000 - June 2001
Societe Generale June 1998 - August 1999
Prebon Yamane Financial Products January 1996 - June 1998
Patriot Securities Incorporated January 1994 - January 1996
Cantor Fitzgerald January 1995 - July 1995
Flynn Options Trading Incorporated June 1991 - October 1993
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
Bachelors of Science in Economics
University of Delaware
BS, Economics
Ameriprise Financial Services, Inc. August 2012 - Present
Morgan Stanley July 2003 - August 2012
Education
University of Connecticut 1996 — 2000
Bachelor of Arts (BA), Communication, General
PNC Wealth Management November 2013 - Present
PNC Wealth Management September 2010 - November 2013
PNC Wealth Management June 2007 - September 2010
PNC Investments January 2006 - June 2007
Ameriprise Financial Services, Inc. November 2003 - January 2006
Skills
Certified Financial...
Education
Villanova University 2008 — 2011
Master of Science (M.S.), Taxation
University of Delaware 1998 — 2003
Bachelor of Science (B.S.), Finance
Mutual of America April 2014 - Present
Fidelity Investments November 2009 - September 2013
Waddell & Reed January 2009 - November 2009
Wells Fargo Advisors January 2005 - January 2009
Wells Fargo Advisors 1997 - January 2005
Ameriprise Financial Services, Inc. 1991 - 1997
Skills
Financial Services, Series 7, Series 63, Series 65, Series 9 & 10, Leadership, Sales, Management, Financial Advisory, Mutual Funds, Strategic Partnerships, Capital Markets, Sales Operations, Asset Allocation, Retirement Planning, Recruiting, Team Leadership, Sales Motivation, Sales Management, Career Development..., Public Speaking, Inside Sales
Education
University of Colorado at Boulder 1985 — 1990
Bachelor's degree, Political Science and Government
Ameriprise Financial Services, Inc. November 2001 - Present
Education
University of Colorado at Boulder 1997 — 2001
Bachelor of Science, Journalism
Ameriprise Financial Services, Inc. March 1997 - Present
Education
The University of Connecticut 1987 — 1990
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. January 1975 - Present
Education
University of Hartford 1971 — 1973
Masters of Education, Administration
The University of Connecticut 1965 — 1969
Batchelors, education and psychology
Ameriprise Financial Services, Inc. February 2000 - September 2010
Ameriprise Financial January 2000 - September 2010
Camelot Travel and Detours 1973 - 1999
Skills
Retirement Planning, Project Management, Retirement, Estate Planning, Microsoft Office, Investments, Personal Development, Strategic Financial..., Wealth Management, Fixed Annuities, Financial Advisory, Investment Advisory, Personal Financial..., Personal Finance, Tax, Financial Planning
Education
College of Financial Planning 1998 — 2000
Certified Financial Planner, Financial Planning and Services
University of Colorado at Boulder 1965 — 1969
Bachelor of Arts (B.A.), English and History
Ameriprise January 2006 - Present
Ameriprise Financial Services, Inc. March 2003 - January 2006
Skills
Strategic Planning, Financial Analysis
Education
The University of Connecticut 2000 — 2003
Bachelor's degree, Economics
Xavier High School 1987 — 1991
Ameriprise Financial Services, Inc. June 1997 - Present
Education
University of Colorado Boulder 1993 — 1997
American College 2003 — 2005
ChFC, Chartered Financial Consultant
Paychex 2012 - Present
Paychex May 2008 - 2012
Ameriprise Financial Services, Inc. July 2005 - May 2008
Skills
Direct Sales, business to business..., Internal Marketing, Series 7, Cold Calling, Salesforce.com, Sales Presentations, Benefits Administration, SaaS, Outside Sales, Building Relationships, Sales Prospecting, Onboarding, Sales Process, Payroll
Education
University of Delaware
Bachelors, Communications
Woodhill Apartments June 2014 - August 2014
Wahoo's Swim Club June 2013 - August 2014
Newark High School September 2013 - June 2014
Ameriprise Financial Services, Inc. January 2014 - May 2014
Alex Eigh Community Center November 2012 - May 2014
Skills
Computer Skills:..., Team Leadership, Presentation Skills, Communication, Team Motivation, Self-confidence, Organization Skills, Leadership, Teamwork, Microsoft Office
Education
University of Delaware - Lerner College of Business and Economics 2014 — 2018
Bachelor's Degree, Hospitality, Restaurant, and Institutional Management (HRIM), Cumulative GPA - 3.7
Newark High School 2010 — 2014
High School, 96
University of Florida - Department of Housing and Residence Education August 2014 - Present
University of Florida - Department of Housing and Residence Education August 2014 - Present
Kumon May 2013 - August 2014
Ameriprise Financial Services, Inc. May 2014 - July 2014
Kumon August 2011 - May 2013
Skills
Goal Oriented, Oral & Written..., Public Speaking, Critical Thinking, Time Management, Customer Service, Organization &..., Teamwork, Customer Satisfaction, Enthusiasm to learn, Youth Mentoring, Interpersonal..., PowerPoint, Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, Communication
Education
University of Florida 2012 — 2016
Bachelor of Science (BS), Finance, General
University of Florida - Warrington College of Business Administration 2012 — 2016
Minor, Real Estate
Bentley Financial August 2007 - Present
Ameriprise Financial Services, Inc. 1998 - 2007
Ameriprise Financial Services, Inc. August 1999 - July 2001
Merrill Lynch January 1997 - 1998
Skills
401k Rollovers, Roth IRA, Wealth Management, Retirement Planning, Estate Planning, Job Transition, Life Insurance, Disability Insurance, Personal Finance, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Long Term Care Insurance, Term Life Insurance, Permanent Life Insurance, Series 7, Series 63, IRAs, Retirement, Traditional IRA
Education
University of Florida 1994 — 1998
BSBA, Finance and Economics
Ameriprise Financial Services, Inc. April 2015 - Present
Wells Fargo Advisors, LLC March 2006 - April 2015
Education
University of Florida 1980 — 1982
Associate’s Degree, Business Administration and Management, General
JPMorgan Chase July 2013 - Present
Ameriprise Financial Services, Inc. September 2011 - December 2011
AAA Party Rentals June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Finance, Banking, Analysis, Bloomberg, Business Analysis, Risk Management, Microsoft Office, Microsoft Word, Teamwork, Management, Social Networking, Investments
Education
University of Delaware 2009 — 2013
BS, Finance/Economics
Ameriprise Financial Services, Inc. January 2005 - Present
Ameriprise Financial Services, Inc January 2005 - Present
Smith Barney January 2001 - December 2004
Education
Certified Financial Planner-Board of Standards, Inc. 2007 — 2008
CERTIFIED FINANCIAL PLANNER™ Practitioner, Finance, Economics, Asset Management, and Financial Planning
The University of Connecticut 1992 — 1996
Public Relations, Finance, Marketing, and Economics
Fitch High School
Ameriprise Financial Services, Inc. August 1993 - Present
Education
University of Delaware
Ameriprise Financial Services, Inc. September 2012 - Present
Floor and Decor June 2011 - July 2012
Heating & Plumbing Engineers September 2006 - March 2009
Education
University of Colorado at Denver
Bachelor of Science (BS), Finance
Ameriprise Financial Services, Inc. October 2011 - Present
Morgan Stanley Smith Barney May 2002 - October 2011
Education
University of Colorado at Boulder 1971 — 1975
Bachelor of Arts, Foreign Language - Italian
Financial Industry Regulatory Authority October 2013 - Present
Hamilton County, Ohio January 2013 - Present
Burg Simpson Eldredge Hersh & Jardine, P.C. May 2012 - November 2012
Scripps Networks Interactive Inc. March 2011 - March 2012
Scripps Networks March 2011 - January 2012
JPMorgan Chase February 2008 - July 2010
Ameriprise Financial Services, Inc. November 2005 - February 2008
Skills
Legal Writing, Legal Research, Financial Structuring, Financial Regulation, Financials, Corporations, Linguistics, Language Learning, Tax-planning, Team-oriented, Sports, Financial Transactions, Legal Documents, Health Systems, Health Insurance, Bank Accounting, Bank Statements, Securities License, Securities Market, Securities Offerings, Client Representation, Client Relations Skills, Manage Client..., New Client Acquisitions, Document Drafting, Investment Banking, Financial Analysis, Strategic Financial..., Asset Management, Risk Assessment, Retirement Planning, Asset Allocation, Mergers & Acquisitions, Transactional Law, Negotiation, Contract Negotiation, Westlaw
Education
University of Cincinnati College of Law 2010 — 2013
JD, Law
Barney & Barney, a Marsh & McLennan Agency LLC Company April 2013 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2012 - March 2013
TIAA-CREF November 2006 - February 2010
Ameriprise Financial Services, Inc. August 2005 - July 2006
University of Colorado at Boulder September 2002 - May 2005
US Navy December 1997 - August 2000
Skills
Valuation, Public Speaking, Financial Modeling, Microsoft Excel, Financial Services, Investments, Portfolio Management, Mutual Funds, Retirement Planning, Retirement, Insurance
Education
University of Colorado at Denver 2008 — 2010
Master of Science, Finance
University of Colorado Boulder - Leeds School of Business 2000 — 2005
Bachelor of Science, Business Management
Ameriprise Financial Services, Inc. 2007 - Present
Ameriprise Financial Advisors March 2002 - February 2005
IDS FInancial Services/American Express Financial Advisors 1989 - 1999
Education
University of Delaware 1977 — 1981
BA, Political Science/International Relations
Sightline Wealth Advisors, LLC May 2015 - Present
Ameriprise Financial Services, Inc. 1996 - May 2015
Education
University of Connecticut 1986 — 1990
BA, Communications
Ameriprise Financial Services, Inc. February 2012 - Present
Wesleyan University October 2008 - February 2012
University of Connecticut April 2008 - May 2008
University of Connecticut - Dining Services August 2006 - November 2007
Pratt & Whitney May 2007 - August 2007
OTIS May 2006 - August 2006
Between Rounds May 2005 - August 2005
Education
The University of Connecticut 2004 — 2008
Bachelor's Degree, Finance
Glastonbury High School 2000 — 2004
Marshall & Stevens, Inc. July 2015 - Present
Marshall & Stevens November 2013 - July 2015
New York Commercial Bank May 2012 - October 2013
Town & Country FCU December 2010 - February 2012
Ameriprise Financial Services, Inc. May 2009 - July 2010
Education
University of Maine 2007 — 2009
Bachelor of Science (BS), Business Administration, Finance
University of Connecticut 2005 — 2007
Finance, Finance, General
Ameriprise Financial Services, Inc. September 1999 - Present
Whimsy Daisy Designs October 2009 - Present
Sanford C. Bernstein June 1997 - August 1999
Skills
Successful Business..., Product Marketing, Online Marketing, Social Media Marketing, Marketing Communications, Fundraising, Non-profits..., Event Planning, Creative Writing, Personal Financial..., Financial Advisory, Investments, Portfolio Management, Life Insurance, Sales, Budgets, Series 7, Mutual Funds, Financial Modeling, Marketing Research, Finance, Nonprofits, Strategy, Mortgage Lending, Small Business, Leadership, Public Speaking, Asset Allocation, Negotiation, Insurance, Financial Analysis, Loans, Strategic Financial..., Marketing, Asset Management, Competitive Analysis
Education
University of Dayton 1993 — 1997
Bachelor of Science in Business Administration, Finance
Archbishop Alter High School 1989 — 1993
Ameriprise Financial Services, Inc. July 1993 - Present
Education
The University of Connecticut 1995 — 1997
Bachelor's degree, General Studies
Momar Wealth Management April 2009 - Present
Ameriprise Financial Services, Inc. December 2008 - April 2009
American Express Financial Advisors May 2003 - November 2008
Skills
Wealth Management, Saving for Education, Series 7, Investment Strategies, Mutual Funds, Asset Allocation, Retirement Planning
Education
University of Delaware 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General, A
University of Delaware 1986 — 1990
Bachelor of Science (B.S.), Mechanical Engineering
SUPERVALU February 2012 - Present
Wells Fargo Advisors April 2010 - November 2011
Ameriprise Financial Services, Inc. November 2009 - April 2010
Delta Air Lines August 2009 - November 2009
Express Scripts June 2008 - July 2009
Boston Scientific August 2007 - March 2008
Ameriprise Financial Services, Inc. October 2006 - July 2007
Black Box Network Services 2004 - 2006
Electroshield 2003 - 2004
Volkart May & Associates, Inc. 2000 - 2002
Skills
Business Intelligence, Integration, Data Warehousing, Project Management, Agile Project Management, CRM, PMP, Requirements Analysis, Business Requirements, Project Portfolio..., Analysis, Data Migration, PeopleSoft, SharePoint, PMO, HTML, Waterfall, .NET, Middleware, Data Management, Iterative Methodologies, PM of CRM/ERP..., Informatica, Siteminder, TIBCO, Big Data, Big Data Analytics, Adobe CQ5, Hadoop, Enterprise Service BUS..., Data Mining, Microstrategy, Oracle Access Manager, Oracle Identity Manager, App Dev..., Splunk, Tableau Software, Portal Development, Web Applications..., Peoplesoft CRM, J2EE Web Services, Oracle 10.3 WLP/WLS/WLI, Active Directory, LDAP, Federated Identity..., Wildfly! (formerly..., Adobe Experience..., Management, SDLC, Vendor Management
Education
University of Dayton 1982 — 1984
BSBA, Finance & Management
University of Michigan 1975 — 1978
pre BS, LS&A & Stephen Ross School of Business
Ameriprise Financial Services, Inc. November 2006 - Present
A. G. Edwards November 1987 - October 2006
Education
University of Denver 1966 — 1970
B.S.B A., Finance
Ameriprise Financial Services, Inc. September 2005 - Present
American Express Financial Advisors October 2004 - May 2005
Education
University of Connecticut 2001 — 2005
Business, Finance
Ledyard High School 1997 — 2001
Business
Ameriprise Financial Services, Inc. June 1995 - Present
Education
The University of Connecticut 1991 — 1995
Finance
Ameriprise Financial Services, Inc. August 2003 - Present
Prudential Financial 2002 - 2003
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science: Business Administration, Finance, MIS
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor's Degree, Management Information Systems, General
WEEC LLC March 2006 - Present
Brooke McCauley Real Estate 1977 - 2014
Brooke McCauley Real Estate 1977 - 2014
G&G Investment 1990 - 2013
Point Pleasant Resort 1991 - 2012
Ameriprise Financial Services, Inc. 2005 - 2007
American Express Financial Advisors 2001 - 2007
Peoples Computer February 1982 - May 1989
Skills
Investments, Small Business, Retirement, Retirement Planning, Saving for Education, Series 7, Wealth Management, Investment Advisory, Asset Managment, Investment Strategies, 401k, Strategic Financial..., Financial Advisory, Fixed Annuities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1980
M.B.A., Business
University of Delaware 1975 — 1977
M.S., Human Resources
University of Delaware 1970 — 1975
B.A., Mathematics
Bank of America Merrill Lynch March 2008 - Present
Charles Schwab March 2004 - March 2007
Ameriprise Financial Services, Inc. June 2002 - February 2004
Skills
Series 7, Series 63, Certified Equity..., Mutual Funds, 401k, Retirement Planning, Retirement, Investments, Securities, Insurance, Fixed Income, Equities, Estate Planning
Education
University of Phoenix 2005 — 2007
Bachelor of Science (B.S.), Business Management
University of Colorado at Colorado Springs 1992 — 1998
BMO Capital Markets May 2013 - Present
Ameriprise Financial Services, Inc. January 2007 - May 2013
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Fixed Income, Bonds, Finance, Investment Banking, Management, Asset Management
Education
University of Dayton
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial Services, Inc. August 2011 - December 2012
Ameriprise Financial Services, Inc. May 2010 - August 2011
Education
University of Delaware 2011 — 2012
Certificate in Financial Planning
University of Delaware - Lerner College of Business and Economics
Bachelor of Science (BS), Finance and Economics
Ameriprise Financial Services, Inc. January 2011 - Present
Agemy & Associates November 2009 - July 2010
Morgan Stanley Smith Barney June 2006 - September 2009
Skills
Asset Allocation, Retirement Planning, Strategic Financial..., Financial Analysis, Investments, Equities, Fixed Income, Mutual Funds, Variable Annuities, Variable Life, REIT, College Savings Plans, Life Insurance, Series 7, Series 66, Series 6, Investment Advisory, Series 63
Education
University of Connecticut 2001 — 2004
BA, Economics
Ameriprise Financial Services, Inc. October 2008 - Present
Education
University of Denver 1977 — 1979
Business
Ameriprise Financial Services, Inc. July 2010 - Present
TalentBurst March 2010 - July 2010
Insight Compliance & Financial Solutions November 2009 - January 2010
Skills
Series 7
Education
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BS, Economics
University of Delaware
Bs, Economics
Ameriprise Financial Services, Inc. May 2005 - Present
Education
University of Florida 1970 — 1972
Master of Business Administratioin, Insurance
University of South Florida - College of Business Administration 1966 — 1970
Bachelor of Arts, Finance
Ameriprise Financial Services, Inc. September 1996 - Present
Host Marriott 1990 - 1996
Deloitte & Touche LLP 1987 - 1990
Education
University of Delaware 1983 — 1987
Bachelor of Science, Accounting
Ameriprise Financial Services, Inc. 1998 - Present
Education
University of Delaware
B.B.A, Marketing
Ameriprise Financial Services, Inc. January 2012 - Present
Open Mortgage, LLC DBA Irongate Mortgage October 2009 - December 2011
Irongate Wealth Services, Inc. June 1995 - December 2011
Education
University of Colorado at Boulder 1988 — 1992
Bachelor of Science (BS), International Business
Regis Jesuit High School 1984 — 1988
Fidelity Investments November 2011 - Present
Ameriprise Financial Services, Inc. January 2003 - November 2011
Morgan Stanley April 1999 - September 2001
Bureau of National Affairs (BNA) January 1983 - December 1993
Skills
Wealth Management, Complex Retirement...
Education
University of Dayton 1975 — 1979
Bachelor of Science, Business Management
Ameriprise Financial Services, Inc. December 1995 - Present
Education
University of Delaware 1987 — 1991
Bachelor of Arts, International Relations
Ameriprise Financial Services, Inc. November 2011 - Present
Financial Advisor-Chartered Retirement Plans Specialist July 2001 - November 2011
Merrill Lynch January 1997 - 2001
Skills
Retirement Planning..., Retirement Income..., Women's Financial..., Executive Compensation..., Insurance
Education
University of Florida 1993 — 1997
History, Latin American Studies
College of Financial Planning
CRPC-Chartered Retirement Planning Counselor
College of Financial Planning
CRPS, Retirement Plans
CB Richard Ellis October 2010 - Present
Ameriprise Financial Services, Inc. May 2009 - October 2010
Education
University of Dayton 2004 — 2008
BS, Criminal Justice and Sociology
University of Dayton 2004 — 2008
Ameriprise Financial Services, Inc. August 2008 - Present
H&R Block Financial Advisors August 2004 - August 2008
H&R Block Financial Advisors August 1999 - August 2004
Education
The University of Connecticut 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Johnson & Johnson May 2015 - Present
Chase June 2014 - August 2014
Johnson & Johnson June 2013 - January 2014
University of Delaware January 2013 - June 2013
Ameriprise Financial Services, Inc. November 2011 - December 2012
Skills
Visual Basic, Microsoft Excel, SAP, Forecasting, Bloomberg, FactSet, DCF Valuation, ArcGIS
Education
Passed Level 1 of the CFA Program
University of Delaware 2010 — 2014
Bachelor of Science (BS), Finance
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Environmental & Resource Economics
Ameriprise Financial Services, Inc. April 2015 - Present
LPL Financial Consultant - Lehigh Valley Investment Group June 2000 - March 2015
Society of Financial Service Professionals June 2003 - August 2012
LVCPO 2010 - 2012
Residential & Commercial Rental & Management Company June 2000 - May 2005
Skills
Series 6, Series 63, PA Life & Health License, Financial Analysis, Strategic Planning, Budgeting, IRAs, ROTH IRA, Simple IRA, 401k, Event Planning, Marketing Strategy, Marketing Communications, eMoney, MS Office Suite, Access, Wordpress, Wordpress Design, Association Management, Blogging, Oral & Written..., Budgets, Project Management, Retirement Planning, Project Planning, E-money, Financial Advisory, Event Management, Investments, Securities, Microsoft Office, Portfolio Management, Management, Life Insurance, Insurance, Strategic Financial..., Financial Services, Marketing, Asset Allocation, Social Media Marketing, Retirement, Estate Planning, Risk Management, Variable Annuities, Disability Insurance, Public Speaking, Mutual Funds, Customer Service
Education
Villanova University 2012 — 2013
PMP/CAPM Certification, Project Mgmt with IS/IT
University of Delaware 1996 — 2000
BS, Business Administration
Saucon Valley High School 1992 — 1996
High School Diploma
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial Services, Inc. June 2007 - May 2013
Ameriprise Financial Services, Inc. March 2005 - May 2007
Education
University of Connecticut 1994 — 1997
Bachelor’s Degree
Ameriprise Financial Services, Inc. August 1992 - June 2014
Coldwell Banker September 1983 - July 1993
Skills
Retirement Planning, Investment Advisory, Insurance Planning, College Education..., Portfolio Management, Cash Flow, Executive Management, Relationship Management, Sales, Sales & Marketing, Sales Management, Marketing, Financial Advisory, Financial Planning, Accounts Receivable, Insurance, Financial Services, Customer Service, Investments, Management, Retirement, Mutual Funds, Finance
Education
University of Cincinnati College of Business
BBA, Real Estate & Finance
Camp Shane May 2015 - Present
Shane Diet & Fitness Resorts May 2015 - Present
Ameriprise Financial Services, Inc. March 2011 - April 2015
Putnam Hospital Center April 2010 - March 2011
Making Waves Swim School & Hotel Pool Management September 2008 - April 2010
Executive Meetings & Incentives, Inc. September 2006 - August 2008
Skills
Event Planning, Event Management, Developing Client..., Corporate Events, Customer Service, Photography, Weddings, Budgets, Hospitality, Incentives, Marketing Communications, Incentive Programs, Microsoft Excel, Social Media, Meeting Planning, Social Media Marketing, Marketing, Organization Skills, Sales, Microsoft Office, Management
Education
University of Delaware 2002 — 2006
Bachelor's, Hotel, Restaurant & Institutional Management
Gateway Financial Partners May 2013 - Present
Cornerstone Wealth Management Group April 2010 - May 2013
Ameriprise Financial Services, Inc. September 2007 - April 2010
Skills
401k, Pensions, Strategic Financial..., Wealth Accumulation, Wealth Preservation..., Life Insurance
Education
The University of Connecticut 2002 — 2007
Bachelor of Science (B.S.), Professional Sales
KPMG LLP October 2013 - Present
KPMG LLP June 2012 - August 2012
Ameriprise Financial Services, Inc. September 2011 - May 2012
Sunoco, Inc. May 2011 - August 2011
Skills
Tax, Tax Accounting, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Microsoft Word, Tax Returns, Access, Accounting, Financial Reporting, Teamwork
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor's degree, Accounting and Finance
Gloo February 2014 - Present
Gloo November 2013 - Present
Gloo February 2012 - Present
Alexander West January 2009 - February 2011
Boettcher Foundation 2010 - 2011
Ameriprise Financial Services, Inc. August 2006 - August 2008
Skills
Mobile Technology, Digital Strategy, Start-ups, New Business Development, Management Consulting, Entrepreneurship, Business Strategy, Marketing, Solution Selling, Competitive Analysis, Social Media, Project Management, Leadership, Management, Strategic Planning, Strategy, Program Management, Marketing Strategy, Public Speaking, Strategic Partnerships, Mobile Applications, Nonprofits
Education
BJ Fogg's Behavioral Bootcamp
BJ Fogg's Behavioral Bootcamp
University of Colorado at Boulder 2001 — 2005
Bachelor of Arts (BA), Fine and Studio Arts, Education
Trinity College Rome Campus
Barclaycard November 2014 - Present
barclaycard May 2013 - Present
Barclaycard October 2011 - Present
J.P. Morgan 2007 - 2011
PNC 2005 - 2007
Ameriprise Financial Services, Inc. 2004 - 2004
Skills
SEO, Organic Search, SEM, Digital Marketing, Digital Media, Banking, Brand Perception, Credit Cards, Financial Analysis, Strategic Planning, Behavioral Targeting, Digital Strategy, Integrated Marketing, Marketing, DMP, Risk Management, Relationship Management, Finance, Leadership, Financial Services, Portfolio Management, Management, Business Analysis, Analytics
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
Master of Business Administration (MBA), Marketing
University of Delaware
Ameriprise Financial Services, Inc. January 1996 - Present
Education
University of Delaware
MA, BA
Delex Systems, Inc. January 2014 - Present
US Navy April 2008 - Present
Ameriprise Financial Services, Inc. August 2005 - April 2008
Skills
DoD, Navy, Security Clearance, Military, Intelligence Analysis, Electronic Warfare, Operational Planning, Investment Advisory, Military Operations, Force Protection, National Security, Defense, Intelligence, Information Assurance, Government, Systems Engineering, SIGINT
Education
University of Delaware 2001 — 2005
Bachelor of Arts (B.A.), Mathematics
Ameriprise Financial Services, Inc. March 2004 - Present
Education
University of Dubuque 2001 — 2003
Bachelor's degree, Business Administration
Northeast Iowa Community College-Peosta 1999 — 2001
Associate's degree, Marketing Management
RetireMED®iQ March 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - January 2015
Alpha Phi International Fraternity, Zeta Psi. November 2013 - November 2014
Skills
Social Networking, Compliance, Communication, Social Media Marketing, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Teamwork, Team Leadership, Facebook, Event Planning, Public Speaking
Education
University of Dayton 2011 — 2015
Ameriprise Financial Services, Inc. November 2004 - Present
Education
University of Delaware 1999 — 2003
Bachelor’s Degree
Ameriprise Financial Services, Inc. 1992 - Present
Carpenter Northeast 1988 - 1992
Education
University of Denver 1982 — 1984
Master of Business Administration (MBA), Accounting
University of Denver 1975 — 1979
Bachelor of Science (BS), Business Administration
Ameriprise Financial Services, Inc. January 2002 - Present
Decisioneering 1995 - 1997
Education
University of Denver - Daniels College of Business 1994 — 1997
MBA
University of Wisconsin-Madison 1980 — 1983
BA
Habitat for Humanity of greater Charlottesville May 2015 - Present
CEB August 2014 - May 2015
eBay June 2009 - August 2014
LivingSocial November 2013 - June 2014
Vocus June 2013 - November 2013
Campus Special May 2012 - September 2012
Entrepreneurial Venture September 2011 - October 2011
Ameriprise Financial Services, Inc. December 2010 - October 2011
Apsley Builders, INC June 2010 - September 2010
Skills
Social Media Marketing, Marketing, Social Media, Facebook, Cold Calling, Account Management, Sales, Advertising, Public Speaking, Event Planning, Sales Process, Marketing Strategy, Sales Presentations, Consulting, B2B Marketing, Digital Marketing, Entrepreneurship, Lead Generation, Online Advertising, Selling, Teamwork, Work Ethic
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
BS, Marketing / Entrepreneurial Studies
CONCORD HIGH SCHOOL 2006 — 2009
Graduate
Ameriprise Financial Services, Inc. October 2014 - Present
Gampel Pavilion May 2013 - June 2014
Linda McMahon Campaign May 2012 - August 2012
Education
University of Connecticut 2010 — 2014
BA, Economics
Blue Water Wealth, Inc. August 2012 - Present
Nancy Congdon & Associates August 2007 - August 2012
Ameriprise Financial Services, Inc. December 1998 - August 2007
Education
University of Denver 1998 — 1999
Master of Business Administration (M.B.A.)
Wright State University 1982 — 1987
Bachelor's Degree, Dual major in Accounting & Finance
NAI Hiffman April 2015 - Present
CBRE January 2014 - April 2015
CB Richard Ellis October 2010 - December 2013
Ameriprise Financial Services, Inc. May 2009 - October 2010
Maryville Academy October 2008 - December 2008
Skills
Real Estate Development, Brokerage, Real Estate, Corporate Real Estate, Property Management, Commercial Real Estate, Real Estate Transactions, Leases, Lease Administration, Asset Management, Residential Homes, Location Intelligence, Selling, Sales, Tenant, Contract Negotiation, Microsoft Office, Marketing
Education
University of Dayton 2004 — 2008
BA, Criminal Justice Studies and Sociology
Goldman Sachs June 2015 - Present
Stephens Inc. June 2014 - December 2014
Deloitte September 2012 - June 2014
Elix Enterprises LLC April 2010 - August 2012
HensHelpingHens LLC February 2009 - June 2011
Ameriprise Financial Services, Inc. November 2009 - February 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg, Fixed Income, Minitab, MS Project, Management, DCF Valuation, FactSet, Enterprise Valuation, Morningstar, Financial Market..., Equity Derivatives, Data Analysis, Portfolio Management, Microsoft Office
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science in Finance (MSF)
University of Delaware - Lerner College of Business and Economics 2008 — 2012
BS, Finance, Minor in Economics, Cum Laude
Pope John XXIII High School 2005 — 2008
Ameriprise Financial Services, Inc. April 2015 - Present
Denver Museum of Nature & Science December 2014 - April 2015
Nonnas Italian Bistro and Deli August 2014 - April 2015
Denver Museum of Nature & Science July 2014 - April 2015
University of Colorado Museum of Natural History July 2014 - December 2014
University of Colorado Museum of Natural History March 2014 - December 2014
Skills
English, Microsoft Word, Customer Service, Energetic team player, Management, Highly resourceful, Microsoft Office, Microsoft Excel, PowerPoint, Windows, Research, Teaching, Photoshop, Public Speaking, Strategic Planning, Negotiation, Editing, Creative Problem Solving, Re:Discovery, Budgeting, Fire Safety, Aloha, Outlook
Education
University of Colorado Boulder 2010 — 2014
Bachelor's Degree, History
University of Colorado Boulder 2010 — 2014
Bachelor's degree, History
Rowles & Company, LLP July 2015 - Present
Ameriprise Financial Services, Inc. September 2013 - May 2015
Computer Aid, Inc. September 2012 - December 2013
World Athlete January 2012 - August 2013
Skills
Accounting, Financial Services, Payroll, Strategic Financial..., Tax, Microsoft Excel, Time Management, Financial Planning, Finance, Microsoft Word
Education
University of Delaware 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Lenape High School 2007 — 2011
High School Diploma
T. Rowe Price March 2008 - Present
T. Rowe Price June 2007 - March 2008
T. Rowe Price July 2006 - June 2007
Ameriprise Financial Services, Inc. May 2005 - April 2006
Skills
Financial Modeling, Investments, Equity Research, Microsoft Office, Microsoft Excel, C++, Visual Basic, VBA, Commodity Markets, Oil & Gas Industry, Petrochemical, Engineered Wood Products, Valuation, Equities
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2015
Master of Business Administration (MBA)
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Financial Services, Inc. 2000 - 2010
American Express Financial Advisors, Inc. 1985 - 2000
IDS Financial Services, Inc. 1980 - 1985
IDS Financial Services, Inc. 1977 - 1980
Education
American International School of Vienna 1965 — 1968
HS, General
University of Denver
General
Festiva Development Group March 2015 - Present
Total Quality Logistics September 2014 - March 2015
Ameriprise Financial Services, Inc. June 2011 - September 2011
Ameriprise Financial Services, Inc. June 2010 - September 2010
Skills
Time Management, At Multitasking, Communication, Economics, Logistics, Relationship Building, Sales, Marketing, Finance, Negotiation, Transportation, Customer Service, Leadership, Operations Management, Team Building, Logistics Management, Shipping, Cold Calling, Sales Management, Account Management
Education
University of Cincinnati College of Business 2009 — 2014
Bachelor's degree, Finance, General
Legend Properties June 2011 - Present
New Business 2011 - 2012
Ameriprise Financial Services, Inc. December 2003 - August 2005
Skills
Property Management, Investments, Leases, Commercial Real Estate, Tenant, Real Estate Transactions, Real Estate Development, Dispositions, Brokerage, Finance, Real Estate Economics, Investment Properties, Negotiation
Education
University of Connecticut 1989 — 1993
bs, finance
Citi January 2015 - Present
Citi September 2010 - December 2014
Citi June 2009 - September 2010
Discover Financial Services June 2008 - June 2009
Ameriprise Financial Services, Inc. September 2007 - May 2008
Skills
Data Analysis, Loans, Project Management, Financial Risk, Microsoft Excel, Banking, Requirements Gathering, Business Requirements, User Acceptance Testing, Analytics, User Documentation, Construction Loans, Reporting Metrics, Process Improvement, Real Estate
Education
University of Massachusetts, Amherst 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Delaware 2005 — 2009
Bachelor of Science (B.S.), Finance and Marketing, Cum Laude
Travelers January 2014 - Present
Travelers January 2013 - December 2013
Yanni Orthodontic February 2009 - January 2013
Ameriprise Financial Services, Inc. August 2006 - January 2009
Skills
Retirement Planning, Computer-savvy, Microsoft Office 2007, Insurance, Microsoft Excel, Data Analysis, Access, Analysis, Pricing, Property, PowerPoint, Coaching, Property & Casualty..., Small Business, Series 7, Management, Strategic Planning, Underwriting, Finance, Financial Analysis, Strategic Financial..., Commercial Insurance, Financial Advisory
Education
The University of Connecticut
Bachelor of Arts (BA), Economics
The University of Connecticut
Bachelor of Fine Arts (BFA), Acting
Hatteras Funds August 2014 - Present
Hatteras Funds April 2014 - August 2014
Hatteras Funds May 2013 - April 2014
Mirae Asset Global Investments (USA) LLC October 2010 - January 2013
Legg Mason August 2007 - November 2010
Legg Mason May 2005 - August 2007
Citi November 2004 - May 2005
Ameriprise Financial Services, Inc. 2004 - 2004
Skills
Mutual Funds, Separately Managed..., Series 7, Alternative Investments, ETFs, Series 63, Investments, Asset Managment, Hedge Funds, Equities, Series 6, Wealth Management, Retirement, Relationship Management, Asset Allocation, Portfolio Management, Asset Management
Education
The University of Connecticut
Bachelor of Science, Business and Technology, Magna Cum Laude
Ameriprise Financial Services, Inc. January 2009 - Present
H & R BlockFinancial Advisors December 2005 - January 2009
PNC Investments August 1993 - December 2005
MetLife July 1988 - August 1993
MBNA 1985 - 1988
Education
University of Delaware 2007 — 2008
Certificate, Financial Planning
University of Delaware - Lerner College of Business and Economics 1983 — 1999
Bachelor of Science (BS), Business Management and Marketing
John Dickinson High School 1980 — 1983
Ameriprise Financial Services, Inc. June 2012 - Present
Broadreach Recruiting & Consulting February 2007 - November 2012
Center Partners May 2011 - May 2012
ADP 2001 - 2007
ADP 2001 - 2007
Education
University of Colorado at Boulder 1986 — 1992
Bachelor of Arts (B.A.), American Studies
Burlington High School 1982 — 1986
Perrittdise May 2014 - Present
Ameriprise Financial Services, Inc. August 1997 - April 2014
CompBenefits May 1994 - August 1997
KPMG Peat Marwick January 1989 - May 1994
Skills
Retirement Planning, Insurance, Small Business, Financial Advisory, Finance, Auditing, Financial Goals, Personal Finance, Income Tax, Financial Analysis, Investments, Portfolio Management, Financial Reporting, Saving for Education, Loans, Credit, Strategic Financial..., Accounting, Business Planning
Education
University of Florida 1984 — 1989
Master of Accounting, Accounting
University of Florida - Warrington College Of Business 1984 — 1988
Bachelor of Science, Accounting
Ameriprise Financial Services, Inc. 1985 - Present
Education
University of Detroit Mercy 1962 — 1964
Ameriprise Financial Services, Inc. April 2007 - Present
Education
University of Delaware 2000 — 2002
MA, Communication
CSC 2014 - 2015
ING August 2011 - October 2012
AEGON November 2009 - December 2010
MetLife 2006 - 2008
MassMutual Financial Group 2005 - 2006
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
NextX 2002 - 2004
Manulife Financial 2000 - 2001
Ameriprise Financial Services, Inc. 1999 - 2000
xyberNET 1996 - 1998
Skills
Life Insurance, DB2, Analysis, Integration, Training, Insurance, Fixed Annuities, VSAM, SDLC, Business Requirements
Education
University of Connecticut 1976 — 1980
Bachelor of Science, Risk and Insurance
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Advisor Services December 2006 - January 2010
Ameriprise Advisor Services January 2000 - December 2008
H&R Block Financial Advisors 1997 - 2008
Olde Financial 1996 - 2000
Skills
Series 24, Series 7, Series 65, FINRA, Series 63, Securities, Mutual Funds, Investment Advisory, Bonds, Wealth Management
Education
University of Detroit Mercy School of Law
General Civil Mediator Training, Wayne Mediation Center
University of Michigan
Bachelor of Arts, Economics & Sociology
Ameriprise Financial March 1998 - Present
Ameriprise Financial Services, Inc. March 1998 - Present
Skills
Security Law, Security litigation, Security Arbitration, Broker-dealer..., Excellent communication..., Legal Research Skills, Excellent..., Multi-tasked, Teamwork, Attentiveness to Detail, E-discovery skills, Word Processing skills, Fluent in polish..., Legal database skills, Internet research, Legal Research, Online Research, Word Processors, Corporate Law, Employment Law, Litigation Support
Education
University of Detroit Mercy 1996 — 1998
Paralegal, Law
University of Warsaw 1980 — 1985
Master, Law and Administration
Ameriprise Financial Services, Inc. July 2012 - Present
Morgan Stanley Smith Barney July 1998 - June 2012
Education
University of Dayton 1994 — 1998
Bachelor of Science, Accounting
Strongsville High School
Ameriprise Financial Services, Inc. October 2012 - Present
David Lerner Associates, inc. May 2010 - October 2012
University of Connecticut January 2008 - May 2009
University of Connecticut August 2008 - January 2009
University of Connecticut September 2007 - January 2008
Skills
Investments, Management, Analysis, Sales, Research
Education
The University of Connecticut 2005 — 2009
Bachelor of Arts, Psychology
FirstService Residential at Sun City Carolina Lakes May 2014 - Present
Hawfield Farms July 2010 - May 2014
Northwestern Mutual October 2008 - May 2010
Ameriprise Financial Services, Inc. October 2003 - October 2008
Skills
Property Management, Leases, Investments, Investment Properties, Brokerage, Asset Management, Lease Administration
Education
University of Dubuque
Bachelor of Business Administration (BBA)
Ameriprise Financial Services, Inc. May 2015 - Present
Wells Fargo Advisors, LLC June 2012 - May 2015
Wells Fargo Advisors, LLC 2005 - 2012
Morgan Stanley 1974 - 2005
Skills
Investments, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, IRAs, Retirement, 401k, Securities, Alternative Investments, Fixed Annuities, ETFs, Investment Strategies
Education
University of South Florida 1969 — 1972
B.A, Sociology
University of Florida 1967 — 1968
Ameriprise Financial Services, Inc. April 2003 - Present
Future Electronics January 1999 - November 1999
Education
University of Delaware 1989 — 1994
BS, Management
Millennial Media January 2015 - Present
Millennial Media January 2013 - December 2014
Millennial Media July 2012 - December 2012
Millennial Media February 2011 - July 2012
Morgan Stanley January 2010 - February 2011
Ameriprise Financial Services, Inc. June 2006 - August 2008
Skills
Business Analysis, Mobile Advertising, Microsoft Excel, Operations Management, Forecasting, Process Optimization, Optimizations, Finance, Analytics, Pricing Analysis, Advertising, Sales, Management, Analysis, Team Leadership
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
B.S., Finance
Ameriprise Financial Services, Inc. Financial AdvisorAmeriprise Financial Services, Inc.September 2002 - Present
Banco de la Provincia de Buenos Aires 1995 - 2001
BBVA Banco Frances 1995 - 1998
Skills
Economics, Credit, Project Planning, Risk Management, Mutual Funds, Finance, Investments
Education
Victoria University of Manchester 1979 — 1981
Graduate studies, Economics and Economic Development
University of Colorado at Boulder
UNPHU
Colegio del Apostolado
Ameriprise Financial Services, Inc. April 2006 - October 2009
Education
University of Detroit Mercy
Accounting, Computer Programming
RBC Wealth Management June 2013 - Present
Wilmington Trust February 2010 - June 2013
Wilmington Trust April 2007 - February 2010
Ameriprise Financial Services, Inc. November 2006 - January 2007
Skills
Investment Advisory, Investment Strategies, Alternative Investments, Wealth Management, Asset Allocation, Securities, Wealth Management..., Series 7, Asset Management, Wealth, High Net Worth..., Investments, Estate Planning, Retirement Planning, Mutual Funds, Investment Management, Portfolio Management, Equities
Education
University of Delaware 2002 — 2006
BA, History
Paychex October 2014 - Present
Bethpage Federal Credit Union February 2013 - Present
Mutual of America January 2010 - February 2013
Mutual of America February 2007 - December 2009
Ameriprise Financial Services, Inc. January 2004 - February 2007
American Capital Partners July 2003 - December 2003
Skills
Series 7, Life Insurance, IRAs, Investment Advisory, Investment Strategies, Retirement Plan..., 401k Rollovers, Fixed Income, Qualified Retirement..., Roth IRA, Equities, Defined Benefit, Asset Management, Financial Advisory, Financial Analysis, Employee Benefits, Fixed Annuities, Insurance, 401k, Investments, Retirement, Mutual Funds, Defined Contribution, ERISA, FINRA, Retirement Planning, Series 63
Education
University of Delaware 1999 — 2003
Bachelor's degree
The Vanguard Group April 2011 - Present
White Financial Associates September 2008 - February 2011
Ameriprise Financial Services, Inc. November 2004 - September 2008
Skills
Chartered Financial..., Series 7, Series 63, Series 65, Microsoft Office, Bloomberg Terminal, Morningstar Direct
Education
University of Colorado Boulder 2000 — 2004
Bachelor of Arts (BA), Economics and Sociology
Ameriprise Financial Services, Inc. February 2013 - Present
Community Health Network June 2012 - February 2013
General Motors July 1994 - June 2011
Ethicon Endo-Surgery (subsidiary of Johnson & Johnson) August 1992 - July 1993
Harman Motive (subsidary of Harman International) May 1989 - August 1992
University of Dayton Research Institute June 1987 - May 1989
Skills
Project Planning, Project Coordination, Data Analysis, Administration, Process Improvement, Continuous Improvement, Lean Manufacturing, Teamwork, Facilitating Meetings, Cost Analysis, Cost Estimating, Lotus Notes, Organizing, Industrial Engineering, Time Studies, QS9000, Problem Solving, Project Management, Microsoft Office 2010, AutoCAD, Cost Benefit, Time Study, Leadership, Manufacturing..., Software Documentation, Analysis, Project Estimation, Manufacturing, Office 2010, FMEA, Engineering, Microsoft Office, Strategic Planning, Management
Education
University of Cincinnati College of Business
Master of Business Administration (M.B.A.)
Purdue University
Bachelor's Degree, Industrial Engineering
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial December 2012 - June 2014
Ameriprise Financial June 2010 - December 2012
Ameriprise Financial April 2002 - June 2010
Ameriprise Financial Services, Inc. August 1999 - April 2002
Education
University of Evansville 1971 — 1975
BSMT, Medical Technology
Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial November 2008 - August 2015
Ameriprise Financial Services, Inc. 2004 - 2008
Skills
Series 7, Portfolio Management, Management
Education
University of Florida - Warrington College Of Business 1990 — 1994
B.S, Finance and Economics
University of Florida
Ameriprise Financial Services, Inc. January 2011 - Present
Inverness Consulting, LLC January 2000 - December 2010
Accenture June 1994 - December 1999
Skills
Retirement Planning..., Tax Planning Strategies, Executive Compensation..., Wealth Preservation..., Education Planning, Retirement Income..., Investment Advisory, Employee Stock Options, Estate Planning..., Women's Financial...
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1994
BS, Finance, International Business
Pure Yoga Pilates Studio April 2012 - Present
J.P. Morgan Private Bank June 2007 - Present
Ameriprise Financial Services, Inc. August 2005 - April 2007
Skills
Microsoft Office, Excel, Word, Customer Service, Customer Relations, Attention to Detail, Hatha Yoga, Microsoft Excel, Leadership, Microsoft Word
Education
OM Yoga 2011 — 2012
200-hour yoga teacher-training, Hatha Yoga
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science, Marketing and Management
Ameriprise Financial Services, Inc. Medical AssistantHelios HealthJanuary 1999 - September 2001
Education
University of Colorado at Boulder
Bachelor of Arts, Classics and Anthropology
Allegro Classics February 2009 - Present
Ameriprise Financial Services, Inc. 2007 - 2009
Skills
Sales Management, New Business Development, Marketing Strategy
Education
The University of Connecticut 2003 — 2008
Human Development & Family Studies
Ameriprise Financial Services, Inc. 2012 - 2012
Employers Choice Plus 2009 - 2010
Education
University of Cincinnati College of Business 2009 — 2014
TradeStation Securities January 2013 - Present
TradeStation Securities January 2013 - Present
TradeStation Securities January 2010 - January 2013
TradeStation Securities October 2008 - January 2010
Zimmerman Advertising March 2008 - October 2008
Ameriprise Financial Services, Inc. September 2007 - February 2008
Smokin' Notes, Inc. January 2007 - June 2007
Skills
Online Brokerage, Institutional Sales, Institutional Accounts, Cashiering, Account Management, Customer Support, Electronic Trading, Financial Markets, Sales Support
Education
University of Florida 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
University of Delaware Business Undergraduate Advising and Career Services August 2015 - Present
The Review University of Delaware Independent Newspaper May 2015 - Present
Ameriprise Financial Services, Inc. June 2015 - September 2015
University of Delaware Student Government Association September 2013 - May 2014
Giacomo's Restaurant December 2013 - February 2014
Skills
Microsoft Office, Photoshop, Minitab, Social Media, Customer Service, Photography, AutoCAD, iMovie, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Leadership, Spanish, Spanish Translation, Video Editing, Photo Editing, Writing, Editing, Graphic Design, Public Speaking, Social Networking
Education
University of Delaware - Lerner College of Business and Economics 2013 — 2017
Bachelor’s Degree, Marketing, International Business (Minor in Spanish), 3.6
Spackenkill High School 2009 — 2013
High School, Advanced Regents Diploma
TIAA-CREF April 2015 - Present
TIAA-CREF February 2011 - April 2015
TIAA-CREF August 2006 - February 2011
Ameriprise Financial Services, Inc. March 2005 - May 2006
Skills
Financial Services, Wealth Management, Finance, Investments, Financial Planning, Portfolio Management, Retirement Planning, Analysis, Consulting, Mutual Funds
Education
University of Denver 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General, 3.7