Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,

Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Michael Laliberte Michael Laliberte Greater New York City Area Details
Michael Laliberte'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 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

John Pierce John Pierce Philadelphia, Pennsylvania Details
John Pierce's Ameriprise Financial Services, Inc. Experience June 2008 - August 2014
Job Managing Partner, National Sales at AdvisorLoans
Industry Financial Services
Experience
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

Paul Franco Paul Franco Colorado Springs, Colorado Area Details
Paul Franco's Ameriprise Financial Services, Inc. Experience August 1994 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Meredith McNulty Herr Meredith McNulty Herr Clive, Iowa Details
Meredith McNulty Herr's Ameriprise Financial Services, Inc. Experience July 2004 - Present
Job Operations Manager with Ameriprise Financial, Inc., Practice Management Coach / Consultant for Financial Advisors
Industry Financial Services
Experience
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

Michelle Kertzman Michelle Kertzman Jacksonville, Florida Details
Michelle Kertzman's Ameriprise Financial Services, Inc. Experience May 2008 - August 2008
Job Senior Finance Analyst, US GtN and Customer Investment at Johnson & Johnson
Industry Hospital & Health Care
Experience
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

Lisa Mason, CFP® Lisa Mason, CFP® Santa Fe, New Mexico Area Details
Lisa Mason, CFP®'s Ameriprise Financial Services, Inc. Experience March 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Lisa J. Vincent Lisa J. Vincent Greater Philadelphia Area Details
Lisa J. Vincent's Ameriprise Financial Services, Inc. Experience August 2006 - April 2007
Job Vice President Institutional Liquidity Sales at BlackRock | Cash Management Group
Industry Investment Management
Experience
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

William Enriquez William Enriquez West Palm Beach, Florida Area Details
William Enriquez's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Financial Advisor | Certified Financial Planner™ at Ameriprise Financial.
Industry Financial Services
Experience
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

Dennis J. Leone, CFP® Dennis J. Leone, CFP® East Hartford, Connecticut Details
Dennis J. Leone, CFP®'s Ameriprise Financial Services, Inc. Experience April 1975 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 1975 - Present

Education
University of Connecticut   1967 — 1971
Bachelor's Degree, Accounting

Bob Sikorski Bob Sikorski Greater Denver Area Details
Bob Sikorski's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Kristin Wood Kristin Wood Greater Minneapolis-St. Paul Area Details
Kristin Wood's Ameriprise Financial Services, Inc. Experience January 2014 - July 2015
Job Senior Project Manager
Industry Information Technology and Services
Experience
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

Amber Carleton Amber Carleton Greater Minneapolis-St. Paul Area Details
Amber Carleton's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Knowledge Management Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Malcolm Forward Malcolm Forward Greater Minneapolis-St. Paul Area Details
Malcolm Forward's Ameriprise Financial Services, Inc. Experience February 2014 - September 2014
Job Seeking work contract or permanent
Industry Education Management
Experience
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

Courtney Hudson Courtney Hudson Bear, Delaware Details
Courtney Hudson's Ameriprise Financial Services, Inc. Experience August 2012 - May 2013
Job Patient Coordinator at Halpern Eye Care
Industry
Experience
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

Lara MacDonald Lara MacDonald Greater Seattle Area Details
Lara MacDonald's Ameriprise Financial Services, Inc. Experience April 2013 - August 2013
Job
Industry Human Resources
Experience
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

Robert Sannelli, CFP® Robert Sannelli, CFP® United States Details
Robert Sannelli, CFP®'s Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job Team Leader at Vanguard
Industry Financial Services
Experience
Vanguard  January 2014 - Present
Vanguard  2007 - Present
Ameriprise Financial Services, Inc.   2005 - 2007

Education
University of Delaware - Lerner College of Business and Economics   2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing and Management

Caitlin Kelly Caitlin Kelly Greater New York City Area Details
Caitlin Kelly's Ameriprise Financial Services, Inc. Experience August 2011 - May 2012
Job IT Project Coordinator at Broadridge Financial Solutions
Industry Financial Services
Experience
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

Danielle Morgan Danielle Morgan Minneapolis, Minnesota Details
Danielle Morgan's Ameriprise Financial Services, Inc. Experience September 2012 - May 2014
Job Certified Pilates Instructor at Life Time The Healthy Way of Life Company
Industry Health, Wellness and Fitness
Experience
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

Mike Less Mike Less Minneapolis, Minnesota Details
Mike Less's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Senior Tax Accountant, Ameriprise
Industry Accounting
Experience
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

Chip Montgomery Chip Montgomery Saint Charles, Minnesota Details
Chip Montgomery's Ameriprise Financial Services, Inc. Experience September 2003 - January 2015
Job Financial Advisor at Focus Financial
Industry Financial Services
Experience
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

Austin Nonte Austin Nonte Colorado Springs, Colorado Details
Austin Nonte's Ameriprise Financial Services, Inc. Experience February 2015 - June 2015
Job Assistant Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Nathan Alger, CRPC® Nathan Alger, CRPC® Portsmouth, New Hampshire Details
Nathan Alger, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2010 - Present
Job Financial AdvisorAssociate Vice President
Industry Investment Management
Experience
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

David J. Rubin David J. Rubin Wallingford, Connecticut Details
David J. Rubin's Ameriprise Financial Services, Inc. Experience May 2009 - August 2009
Job Social Entrepreneur. ESU, CEO. Boppers Events, MC/DJ. Yoga Instructor.
Industry Entertainment
Experience
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

Pat Shea Pat Shea Denver, Colorado Details
Pat Shea's Ameriprise Financial Services, Inc. Experience June 2005 - December 2005
Job Sr Manager, Client Experience at Charles Schwab
Industry Financial Services
Experience
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

Deanna DiDomenico Deanna DiDomenico Erie, Colorado Details
Deanna DiDomenico's Ameriprise Financial Services, Inc. Experience June 2004 - August 2004
Job Treasurer at Cans for Hope
Industry Investment Management
Experience
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

Jason Totedo, CFA, CIPM Jason Totedo, CFA, CIPM Greater Seattle Area Details
Jason Totedo, CFA, CIPM's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Chartered Financial Analyst at AGP Wealth Advisors, An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
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

Kimberly Slatky Kimberly Slatky New Haven, Connecticut Details
Kimberly Slatky's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Benjamin Fenicle Benjamin Fenicle Lancaster, Pennsylvania Details
Benjamin Fenicle's Ameriprise Financial Services, Inc. Experience November 2003 - January 2006
Job Vice President and Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
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

Stephen Saladrigas CFP, ChFC Stephen Saladrigas CFP, ChFC Dallas/Fort Worth Area Details
Stephen Saladrigas CFP, ChFC's Ameriprise Financial Services, Inc. Experience 1991 - 1997
Job Vice PresidentRegional Financial Consultant at Mutual of America
Industry Financial Services
Experience
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

Matthew Monks Matthew Monks Greater Denver Area Details
Matthew Monks's Ameriprise Financial Services, Inc. Experience November 2001 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2001 - Present

Education
University of Colorado at Boulder   1997 — 2001
Bachelor of Science, Journalism

Mark Pericolosi Mark Pericolosi Rockville Centre, New York Details
Mark Pericolosi's Ameriprise Financial Services, Inc. Experience March 1997 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1997 - Present

Education
The University of Connecticut   1987 — 1990
Bachelor of Arts (B.A.), Economics

Lewis Lassow, CFP® Lewis Lassow, CFP® Hartford, Connecticut Area Details
Lewis Lassow, CFP®'s Ameriprise Financial Services, Inc. Experience January 1975 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Beth Waggoner Beth Waggoner Greater Denver Area Details
Beth Waggoner's Ameriprise Financial Services, Inc. Experience February 2000 - September 2010
Job Retired
Industry Financial Services
Experience
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

Keith Albert Keith Albert North Haven, Connecticut Details
Keith Albert's Ameriprise Financial Services, Inc. Experience March 2003 - January 2006
Job Financial Advisors at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Andrew J. Thurlow, CFP Andrew J. Thurlow, CFP Henderson, Nevada Details
Andrew J. Thurlow, CFP's Ameriprise Financial Services, Inc. Experience June 1997 - Present
Job CERTIFIED FINANCIAL PLANNER(TM) Professional, Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1997 - Present

Education
University of Colorado Boulder   1993 — 1997

American College   2003 — 2005
ChFC, Chartered Financial Consultant

Lauren Raus Lauren Raus Greater Philadelphia Area Details
Lauren Raus's Ameriprise Financial Services, Inc. Experience July 2005 - May 2008
Job Senior Enterprise Flex Solutions Consultant at Paychex
Industry Human Resources
Experience
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

Megan Kreuser Megan Kreuser Newark, New York Details
Megan Kreuser's Ameriprise Financial Services, Inc. Experience January 2014 - May 2014
Job Intern at Vicmead Hunt Club
Industry Hospitality
Experience
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

Michelle Delmastro Michelle Delmastro Gainesville, Florida Details
Michelle Delmastro's Ameriprise Financial Services, Inc. Experience May 2014 - July 2014
Job Peer Advocate for Social Justice & Conflict Resolution at University of Florida
Industry Financial Services
Experience
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

Jac Bentley Jac Bentley Greater Boston Area Details
Jac Bentley's Ameriprise Financial Services, Inc. Experience 1998 - 2007
Job Wealth Manager | Investment Advisor | Financial Advisor Helping Individuals Plan, Protect, and Enjoy
Industry Financial Services
Experience
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

Karen D. Higgins Karen D. Higgins Richmond, Virginia Area Details
Karen D. Higgins's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Financial Advisor | Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Frank Carra Frank Carra Greater Philadelphia Area Details
Frank Carra's Ameriprise Financial Services, Inc. Experience September 2011 - December 2011
Job Operations Analyst at JPMorgan Chase
Industry Financial Services
Experience
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

Jason Cerniglia Jason Cerniglia New London/Norwich, Connecticut Area Details
Jason Cerniglia's Ameriprise Financial Services, Inc. Experience January 2005 - Present
Job CFP®, Private Wealth Advisor, Coastal Wealth Management, A Private Weatlh advisory practice of Ameriprise Financial Serv
Industry Financial Services
Experience
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

Thomas H. Fairchild, CFP, CIMA, CPWA, CTFA Thomas H. Fairchild, CFP, CIMA, CPWA, CTFA Newark, Delaware Details
Thomas H. Fairchild, CFP, CIMA, CPWA, CTFA's Ameriprise Financial Services, Inc. Experience August 1993 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1993 - Present

Education
University of Delaware

Mark Vorheis Mark Vorheis Greater Minneapolis-St. Paul Area Details
Mark Vorheis's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Client Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Rhonda Wagner, CFP®, ChFC® Rhonda Wagner, CFP®, ChFC® Greater Denver Area Details
Rhonda Wagner, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Antwuan Williamson Antwuan Williamson Cincinnati Area Details
Antwuan Williamson's Ameriprise Financial Services, Inc. Experience November 2005 - February 2008
Job Market Regulation at Financial Industry Regulatory Authority
Industry Broadcast Media
Experience
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

Kevin Bowler, MSF, AIF Kevin Bowler, MSF, AIF San Diego, California Details
Kevin Bowler, MSF, AIF's Ameriprise Financial Services, Inc. Experience August 2005 - July 2006
Job Client Manager II at Barney & Barney, a Marsh & McLennan Agency LLC Company
Industry Financial Services
Experience
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

Dave Detjen, CFP Dave Detjen, CFP Oshkosh, Wisconsin Area Details
Dave Detjen, CFP's Ameriprise Financial Services, Inc. Experience 2007 - Present
Job Franchise Consultant at Ameriprise Financial Inc.
Industry Financial Services
Experience
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

S. Alexander Pellish S. Alexander Pellish New London/Norwich, Connecticut Area Details
S. Alexander Pellish's Ameriprise Financial Services, Inc. Experience 1996 - May 2015
Job Principal at Sightline Wealth Advisors, LLC
Industry Financial Services
Experience
Sightline Wealth Advisors, LLC   May 2015 - Present
Ameriprise Financial Services, Inc.   1996 - May 2015

Education
University of Connecticut   1986 — 1990
BA, Communications

Jeffrey Leone Jeffrey Leone Hartford, Connecticut Area Details
Jeffrey Leone's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Higher Education
Experience
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

Greg Doonan Greg Doonan New York, New York Details
Greg Doonan's Ameriprise Financial Services, Inc. Experience May 2009 - July 2010
Job Associate at Marshall & Stevens, Inc.
Industry Commercial Real Estate
Experience
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

Angie Mahoney Angie Mahoney Dayton, Ohio Details
Angie Mahoney's Ameriprise Financial Services, Inc. Experience September 1999 - Present
Job Financial ParaPlanner, Ameriprise Financial Services
Industry Financial Services
Experience
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

Joseph Irizarry, CLTC Joseph Irizarry, CLTC Woodbridge, Connecticut Details
Joseph Irizarry, CLTC's Ameriprise Financial Services, Inc. Experience July 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1993 - Present

Education
The University of Connecticut   1995 — 1997
Bachelor's degree, General Studies

Earl Morgan Earl Morgan Greater Philadelphia Area Details
Earl Morgan's Ameriprise Financial Services, Inc. Experience December 2008 - April 2009
Job Wealth Manager at The Simon Group
Industry Investment Management
Experience
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

Dave Porter Dave Porter Greater Minneapolis-St. Paul Area Details
Dave Porter's Ameriprise Financial Services, Inc. Experience November 2009 - April 2010
Job Sr. IT Project Manager at Supervalu
Industry Logistics and Supply Chain
Experience
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

Philip Ochs Philip Ochs Campbell, California Details
Philip Ochs's Ameriprise Financial Services, Inc. Experience November 2006 - Present
Job Associate Vice President at Ameriprise Financial Services
Industry Financial Services
Experience
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

Sean Allen, CRPC®, AWMA® Sean Allen, CRPC®, AWMA® Hartford, Connecticut Area Details
Sean Allen, CRPC®, AWMA®'s Ameriprise Financial Services, Inc. Experience September 2005 - Present
Job Financial Advisor with the practice of Richard J Vogler
Industry Financial Services
Experience
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

Albert Michael D'Amato Albert Michael D'Amato Greater New York City Area Details
Albert Michael D'Amato's Ameriprise Financial Services, Inc. Experience June 1995 - Present
Job Financial Advisor/Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1995 - Present

Education
The University of Connecticut   1991 — 1995
Finance

Matthew McMenamy, CFP®, ChFC®, CRPC®, CFS Matthew McMenamy, CFP®, ChFC®, CRPC®, CFS Wilmington, Delaware Details
Matthew McMenamy, CFP®, ChFC®, CRPC®, CFS's Ameriprise Financial Services, Inc. Experience August 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Brooke McCauley Brooke McCauley Gainesville, Florida Area Details
Brooke McCauley's Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job President at WEEC LLC
Industry Real Estate
Experience
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

Becca Foster Becca Foster Littleton, Colorado Details
Becca Foster's Ameriprise Financial Services, Inc. Experience June 2002 - February 2004
Job VP, Sr. Implementation Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

David Morkes David Morkes Chicago, Illinois Details
David Morkes's Ameriprise Financial Services, Inc. Experience January 2007 - May 2013
Job Vice President Institutional Fixed Income at BMO Capital Markets
Industry Financial Services
Experience
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

Dimitry Belokopyty, CFP® Dimitry Belokopyty, CFP® Greater Philadelphia Area Details
Dimitry Belokopyty, CFP®'s Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Bryan Lauriat Bryan Lauriat Greater New York City Area Details
Bryan Lauriat's Ameriprise Financial Services, Inc. Experience January 2011 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kathryn (Kippi) Hart Kathryn (Kippi) Hart Colorado Springs, Colorado Area Details
Kathryn (Kippi) Hart's Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2008 - Present

Education
University of Denver   1977 — 1979
Business

Marianne Daubert Marianne Daubert Greater Boston Area Details
Marianne Daubert's Ameriprise Financial Services, Inc. Experience July 2010 - Present
Job at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
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

Andrew MacGill, CFP®, MBA Andrew MacGill, CFP®, MBA Tampa/St. Petersburg, Florida Area Details
Andrew MacGill, CFP®, MBA's Ameriprise Financial Services, Inc. Experience May 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. | CERTIFIED FINANCIAL PLANNER(TM)
Industry Financial Services
Experience
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

Stephen Schad, CFP® Stephen Schad, CFP® Severna Park, Maryland Details
Stephen Schad, CFP®'s Ameriprise Financial Services, Inc. Experience September 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Andre S. Duffie, CFP®, CRPC® Andre S. Duffie, CFP®, CRPC® West Chester, Pennsylvania Details
Andre S. Duffie, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Financial Advisor at Legacy Planning Advisor Group, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1998 - Present

Education
University of Delaware
B.B.A, Marketing

Mark Tapp Mark Tapp Radford, Virginia Details
Mark Tapp's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor Ameriprise Financial Services, Inc.,
Industry Financial Services
Experience
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

Mark Zonno Mark Zonno Torrance, California Details
Mark Zonno's Ameriprise Financial Services, Inc. Experience January 2003 - November 2011
Job Financial Consultant
Industry Financial Services
Experience
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

Stephen Walker, CFP®, ChFC®, CLU® Stephen Walker, CFP®, ChFC®, CLU® Greater New York City Area Details
Stephen Walker, CFP®, ChFC®, CLU®'s Ameriprise Financial Services, Inc. Experience December 1995 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1995 - Present

Education
University of Delaware   1987 — 1991
Bachelor of Arts, International Relations

Seth Bassoff, CRPC®, CRPS® Seth Bassoff, CRPC®, CRPS® Miami/Fort Lauderdale Area Details
Seth Bassoff, CRPC®, CRPS®'s Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
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

Juliann Tucker Juliann Tucker Greater Chicago Area Details
Juliann Tucker's Ameriprise Financial Services, Inc. Experience May 2009 - October 2010
Job Real Estate Services Administrator at CB Richard Ellis
Industry Financial Services
Experience
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

Cliff Anderson Cliff Anderson Hartford, Connecticut Details
Cliff Anderson's Ameriprise Financial Services, Inc. Experience August 2008 - Present
Job Branch Manager/Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Zachary Keller Zachary Keller Newark, Delaware Details
Zachary Keller's Ameriprise Financial Services, Inc. Experience November 2011 - December 2012
Job FLDP Associate Financial Analyst at Johnson & Johnson
Industry Consumer Goods
Experience
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

Jennifer A Davco Jennifer A Davco Boca Raton, Florida Details
Jennifer A Davco's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Practice Operations Leader Thais D. Piotrowski & Associates at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kara Sherman Kara Sherman Manchester, Connecticut Details
Kara Sherman's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Divisional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Shakeel Tanveer Shakeel Tanveer Cincinnati Area Details
Shakeel Tanveer's Ameriprise Financial Services, Inc. Experience August 1992 - June 2014
Job Currently seeking opportunity in executive sales and account management.
Industry Financial Services
Experience
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

Mary Bellettieri Mary Bellettieri Wappingers Falls, New York Details
Mary Bellettieri's Ameriprise Financial Services, Inc. Experience March 2011 - April 2015
Job Communications at Shane Camps & Resorts
Industry Health, Wellness and Fitness
Experience
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

Salvatore Motta Salvatore Motta Glastonbury, Connecticut Details
Salvatore Motta's Ameriprise Financial Services, Inc. Experience September 2007 - April 2010
Job Financial Advisor at Gateway Financial Partners
Industry Financial Services
Experience
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

Casey Cunningham, CPA Casey Cunningham, CPA Greater Philadelphia Area Details
Casey Cunningham, CPA's Ameriprise Financial Services, Inc. Experience September 2011 - May 2012
Job Federal Tax Associate at KPMG LLP
Industry Accounting
Experience
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

Tory Leggat Tory Leggat Boulder, Colorado Details
Tory Leggat's Ameriprise Financial Services, Inc. Experience August 2006 - August 2008
Job Mobile Content Creative Director at Gloo
Industry Information Technology and Services
Experience
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

John L'Heureux John L'Heureux Wilmington, Delaware Details
John L'Heureux's Ameriprise Financial Services, Inc. Experience 2004 - 2004
Job SEO Content Performance Engineering
Industry Financial Services
Experience
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

Rebecca B Hall, CFP®, ChFC®, CASL® Rebecca B Hall, CFP®, ChFC®, CASL® Washington D.C. Metro Area Details
Rebecca B Hall, CFP®, ChFC®, CASL®'s Ameriprise Financial Services, Inc. Experience January 1996 - Present
Job Private Wealth Advisor, RBH Global Wealth Partners
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1996 - Present

Education
University of Delaware
MA, BA

Jesse Bird Jesse Bird Washington, District Of Columbia Details
Jesse Bird's Ameriprise Financial Services, Inc. Experience August 2005 - April 2008
Job Senior Consultant
Industry Military
Experience
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

April Buol April Buol Dubuque, Iowa Details
April Buol's Ameriprise Financial Services, Inc. Experience March 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Sydnee Eberly Sydnee Eberly Dayton, Ohio Details
Sydnee Eberly's Ameriprise Financial Services, Inc. Experience May 2013 - January 2015
Job Office Coordinator at RetireMED®iQ
Industry Public Relations and Communications
Experience
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

Mike Samuelson, CRPC® Mike Samuelson, CRPC® Greater New York City Area Details
Mike Samuelson, CRPC®'s Ameriprise Financial Services, Inc. Experience November 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2004 - Present

Education
University of Delaware   1999 — 2003
Bachelor’s Degree

D. William Winkelman, CFP® D. William Winkelman, CFP® Skaneateles, New York Details
D. William Winkelman, CFP®'s Ameriprise Financial Services, Inc. Experience 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Amy Berk, MBA Amy Berk, MBA Greater Denver Area Details
Amy Berk, MBA's Ameriprise Financial Services, Inc. Experience January 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Ben Goodman Ben Goodman Charlottesville, Virginia Details
Ben Goodman's Ameriprise Financial Services, Inc. Experience December 2010 - October 2011
Job Construction Crew Leader
Industry Nonprofit Organization Management
Experience
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

Alexander Fredericks Alexander Fredericks Danbury, Connecticut Details
Alexander Fredericks's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Nancy Congdon Nancy Congdon Portland, Oregon Details
Nancy Congdon's Ameriprise Financial Services, Inc. Experience December 1998 - August 2007
Job President and Lead Advisor at Blue Water Wealth, Inc.
Industry Financial Services
Experience
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

Juliann Tucker Juliann Tucker Greater Chicago Area Details
Juliann Tucker's Ameriprise Financial Services, Inc. Experience May 2009 - October 2010
Job Property Assistant at NAI Hiffman
Industry Real Estate
Experience
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

Bryan Ross Bryan Ross Greater New York City Area Details
Bryan Ross's Ameriprise Financial Services, Inc. Experience November 2009 - February 2011
Job Equity Research Analyst at Goldman Sachs
Industry Investment Management
Experience
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

Devin Pinkney Devin Pinkney New York, New York Details
Devin Pinkney's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Executive Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Corey Holloway Corey Holloway Mount Laurel, New Jersey Details
Corey Holloway's Ameriprise Financial Services, Inc. Experience September 2013 - May 2015
Job Accounting Staff at Rowles & Company, LLP
Industry Accounting
Experience
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

Kevin Mastalerz, CFA Kevin Mastalerz, CFA Baltimore, Maryland Details
Kevin Mastalerz, CFA's Ameriprise Financial Services, Inc. Experience May 2005 - April 2006
Job Research Associate at T. Rowe Price
Industry Investment Management
Experience
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

Robert G (Rob) Davis Robert G (Rob) Davis Tacoma, Washington Details
Robert G (Rob) Davis's Ameriprise Financial Services, Inc. Experience 2010 - Present
Job Financial Advisor | Franchise Consultant
Industry Financial Services
Experience
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

Tyler Boland Tyler Boland West Chester, Ohio Details
Tyler Boland's Ameriprise Financial Services, Inc. Experience June 2011 - September 2011
Job Logistics Account Executive at Total Quality Logistics
Industry Logistics and Supply Chain
Experience
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

Shon Guttman Shon Guttman Newtown, Pennsylvania Details
Shon Guttman's Ameriprise Financial Services, Inc. Experience December 2003 - August 2005
Job Commercial Real Estate Professional
Industry Commercial Real Estate
Experience
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

Diane Cerqueira Diane Cerqueira Greater New York City Area Details
Diane Cerqueira's Ameriprise Financial Services, Inc. Experience September 2007 - May 2008
Job Vice President / Manager at Citi
Industry Financial Services
Experience
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

Glen Nicholes Jr. Glen Nicholes Jr. Hartford, Connecticut Area Details
Glen Nicholes Jr.'s Ameriprise Financial Services, Inc. Experience August 2006 - January 2009
Job Market Analyst at Travelers
Industry Insurance
Experience
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

Matthew Brancato, AAMS ® Matthew Brancato, AAMS ® Raleigh-Durham, North Carolina Area Details
Matthew Brancato, AAMS ®'s Ameriprise Financial Services, Inc. Experience 2004 - 2004
Job Executive Director at Hatteras Funds
Industry Financial Services
Experience
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

Scott Springer, LUTCF Scott Springer, LUTCF Greater Philadelphia Area Details
Scott Springer, LUTCF's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Financial Advisor and Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Rob Timme Rob Timme Fort Collins, Colorado Area Details
Rob Timme's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Practice Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jennifer Perritt, CFP Jennifer Perritt, CFP Chapin, South Carolina Details
Jennifer Perritt, CFP's Ameriprise Financial Services, Inc. Experience August 1997 - April 2014
Job Retired in Perrittdise
Industry Financial Services
Experience
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

Walter C. Gray Walter C. Gray Greater Minneapolis-St. Paul Area Details
Walter C. Gray's Ameriprise Financial Services, Inc. Experience 1985 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1985 - Present

Education
University of Detroit Mercy   1962 — 1964

John (Alex) Stiner John (Alex) Stiner Greater Philadelphia Area Details
John (Alex) Stiner's Ameriprise Financial Services, Inc. Experience April 2007 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2007 - Present

Education
University of Delaware   2000 — 2002
MA, Communication

Karen (Zurawski) Leland Karen (Zurawski) Leland Greater San Diego Area Details
Karen (Zurawski) Leland's Ameriprise Financial Services, Inc. Experience 1999 - 2000
Job Technical Consultant at ING
Industry Information Technology and Services
Experience
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

Lou Deregi Lou Deregi Greater Detroit Area Details
Lou Deregi's Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job Corporate Registered Principal Centralized Supervision Unit / Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Julita Kargol Julita Kargol Canton, Michigan Details
Julita Kargol's Ameriprise Financial Services, Inc. Experience March 1998 - Present
Job Legal Affairs Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Nick Pietrocola Nick Pietrocola Cleveland/Akron, Ohio Area Details
Nick Pietrocola's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Financial Advisor, Associate VicePresident
Industry Financial Services
Experience
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

Manny Negron Manny Negron Middletown, Connecticut Details
Manny Negron's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Debbie (Landon) McGrath Debbie (Landon) McGrath Charlotte, North Carolina Details
Debbie (Landon) McGrath's Ameriprise Financial Services, Inc. Experience October 2003 - October 2008
Job at
Industry Real Estate
Experience
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)

Ron Aranow Ron Aranow Greater Denver Area Details
Ron Aranow's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Financial Advisor Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Christopher Moser Christopher Moser Baltimore, Maryland Area Details
Christopher Moser'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
Future Electronics  January 1999 - November 1999

Education
University of Delaware   1989 — 1994
BS, Management

Andrew Kramer Andrew Kramer Baltimore, Maryland Area Details
Andrew Kramer's Ameriprise Financial Services, Inc. Experience June 2006 - August 2008
Job Senior Director, Performance Operations at Millennial Media
Industry Online Media
Experience
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

Eva Canela Eva Canela Greater New York City Area Details
Eva Canela's Ameriprise Financial Services, Inc. Experience Financial AdvisorAmeriprise Financial Services, Inc.September 2002 - Present
Job Client Relationship and Operations Manager at Ameriprise Financial, Inc.
Industry Financial Services
Experience
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

Rhonda Herczak Rhonda Herczak Greater Detroit Area Details
Rhonda Herczak's Ameriprise Financial Services, Inc. Experience April 2006 - October 2009
Job Operations Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2006 - October 2009

Education
University of Detroit Mercy
Accounting, Computer Programming

Brian Beyard Brian Beyard Greater Philadelphia Area Details
Brian Beyard's Ameriprise Financial Services, Inc. Experience November 2006 - January 2007
Job Trust Associate at RBC Wealth Management
Industry Financial Services
Experience
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

Seth Duhl Seth Duhl Greater New York City Area Details
Seth Duhl's Ameriprise Financial Services, Inc. Experience January 2004 - February 2007
Job Retirement Plan Consultant at Paychex
Industry Financial Services
Experience
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

Chris Lannon, CFA Chris Lannon, CFA Greater Philadelphia Area Details
Chris Lannon, CFA's Ameriprise Financial Services, Inc. Experience November 2004 - September 2008
Job High Net Worth Relationship Manager at Vanguard
Industry Financial Services
Experience
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

Laura Schofield, PMP, MBA Laura Schofield, PMP, MBA Indianapolis, Indiana Details
Laura Schofield, PMP, MBA's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Michael Trible Michael Trible Evansville, Indiana Area Details
Michael Trible's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Regional Risk Supervisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Chris Dobberstein Chris Dobberstein Greater Minneapolis-St. Paul Area Details
Chris Dobberstein's Ameriprise Financial Services, Inc. Experience September 2015 - Present
Job Product Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kristen Wenaas Kristen Wenaas Greater Denver Area Details
Kristen Wenaas's Ameriprise Financial Services, Inc. Experience January 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Chelsea Grue Gildea Chelsea Grue Gildea Hockessin, Delaware Details
Chelsea Grue Gildea's Ameriprise Financial Services, Inc. Experience August 2005 - April 2007
Job Senior Client Service Associate & Yoga Teacher
Industry Banking
Experience
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

Jennifer Fairer Jennifer Fairer Greater Denver Area Details
Jennifer Fairer's Ameriprise Financial Services, Inc. Experience Medical AssistantHelios HealthJanuary 1999 - September 2001
Job Client Service Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   Medical AssistantHelios HealthJanuary 1999 - September 2001

Education
University of Colorado at Boulder
Bachelor of Arts, Classics and Anthropology

Nicole Tandet Nicole Tandet San Francisco Bay Area Details
Nicole Tandet's Ameriprise Financial Services, Inc. Experience 2007 - 2009
Job Director of Sales at Allegro Classics
Industry Furniture
Experience
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

Tyler Boland Tyler Boland West Chester, Ohio Details
Tyler Boland's Ameriprise Financial Services, Inc. Experience 2012 - 2012
Job Student at University of Cincinnati College of Business
Industry
Experience
Ameriprise Financial Services, Inc.   2012 - 2012
Employers Choice Plus   2009 - 2010

Education
University of Cincinnati College of Business   2009 — 2014

Giselle Schlubatis Giselle Schlubatis Fort Lauderdale, Florida Details
Giselle Schlubatis's Ameriprise Financial Services, Inc. Experience September 2007 - February 2008
Job Cashiering Supervisor at TradeStation Securities
Industry Financial Services
Experience
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

Eve Lombardi Eve Lombardi Greater New York City Area Details
Eve Lombardi's Ameriprise Financial Services, Inc. Experience June 2015 - September 2015
Job Student Assistant at University of Delaware Business Undergraduate Advising and Career Services
Industry Marketing and Advertising
Experience
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

Laura Schutte Laura Schutte Little Elm, Texas Details
Laura Schutte's Ameriprise Financial Services, Inc. Experience March 2005 - May 2006
Job TIAACREF Team Manager
Industry Financial Services
Experience
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

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