Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
Employee
Years
Job
Industry
Muneeza Zaidi Muneeza Zaidi's Ameriprise Financial Services, Inc. Experience June 2001 - July 2004
Job Senior Finance Manager Lead at Microsoft Corporation
Industry Computer Software
Experience
Microsoft June 2013 - Present
Microsoft April 2011 - May 2013
Microsoft August 2008 - March 2011
Microsoft August 2007 - July 2008
Ameriprise Financial Services, Inc. June 2001 - July 2004
Skills
Financial Modeling, Financial Analysis, Financial Planning, Revenue Recognition, Internal Controls, Cloud Computing, Strategic Financial..., Business Strategy, Pricing Strategy, Cross-functional Team..., Management, Enterprise Software, Business Intelligence, Microsoft Gold Star..., Forecasting
Education
University of London
Bachelor of Science, Economics & Management
Microsoft June 2013 - Present
Microsoft April 2011 - May 2013
Microsoft August 2008 - March 2011
Microsoft August 2007 - July 2008
Ameriprise Financial Services, Inc. June 2001 - July 2004
Skills
Financial Modeling, Financial Analysis, Financial Planning, Revenue Recognition, Internal Controls, Cloud Computing, Strategic Financial..., Business Strategy, Pricing Strategy, Cross-functional Team..., Management, Enterprise Software, Business Intelligence, Microsoft Gold Star..., Forecasting
Education
University of London
Bachelor of Science, Economics & Management
Sarah Barajas Sarah Barajas's Ameriprise Financial Services, Inc. Experience October 2004 - November 2010
Job Financial Consultant at Regions Investment Solutions
Industry Financial Services
Experience
Regions Financial Corporation February 2015 - Present
Girl Scouts of Central Texas February 2012 - February 2015
Atlantic Capital Advisors, LLC January 2014 - January 2015
McKinley Rother Group Insurance Services April 2013 - November 2013
ADP June 2012 - April 2013
ADP October 2011 - July 2012
ADP November 2010 - August 2011
Ameriprise Financial Services, Inc. October 2004 - November 2010
Bank One September 2003 - October 2004
American Express Financial Advisors September 2002 - August 2003
Skills
Salesforce.com, CRM, Sales Process, Lead Generation, Recruiting, Sales, Management, Marketing, Human Resources, Talent Management, Insurance, Sales Operations, Customer Satisfaction, Analysis, Payroll, Investments, Time Management, Outsourcing, HRIS, Banking, 401k, Employee Benefits, Retirement, Customer Service, Customer Retention, Retirement Planning, Finance
Education
University of Mary Hardin-Baylor 2000 — 2002
BA, Management Information Systems
Regions Financial Corporation February 2015 - Present
Girl Scouts of Central Texas February 2012 - February 2015
Atlantic Capital Advisors, LLC January 2014 - January 2015
McKinley Rother Group Insurance Services April 2013 - November 2013
ADP June 2012 - April 2013
ADP October 2011 - July 2012
ADP November 2010 - August 2011
Ameriprise Financial Services, Inc. October 2004 - November 2010
Bank One September 2003 - October 2004
American Express Financial Advisors September 2002 - August 2003
Skills
Salesforce.com, CRM, Sales Process, Lead Generation, Recruiting, Sales, Management, Marketing, Human Resources, Talent Management, Insurance, Sales Operations, Customer Satisfaction, Analysis, Payroll, Investments, Time Management, Outsourcing, HRIS, Banking, 401k, Employee Benefits, Retirement, Customer Service, Customer Retention, Retirement Planning, Finance
Education
University of Mary Hardin-Baylor 2000 — 2002
BA, Management Information Systems
Vernon Thomas Vernon Thomas's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Morgan Stanley Smith Barney December 1999 - March 2012
Education
University of Maryland College Park 1971 — 1976
Bachelor's degree, Philosophy
Ameriprise Financial Services, Inc. March 2012 - Present
Morgan Stanley Smith Barney December 1999 - March 2012
Education
University of Maryland College Park 1971 — 1976
Bachelor's degree, Philosophy
Ben Whitlock Ben Whitlock's Ameriprise Financial Services, Inc. Experience May 2010 - August 2010
Job Web Developer/Designer at Cyberbility
Industry Online Media
Experience
Cyberbility July 2013 - Present
909 Media May 2012 - August 2013
Ameriprise Financial Services, Inc. May 2010 - August 2010
Skills
Website Development, Front-end Coding, HTML 5, CSS3, JavaScript, CSS, User Interface Design, HTML5, User Interface, Mobile Design
Education
Mary Washington College 2008 — 2010
Computer Science
Cyberbility July 2013 - Present
909 Media May 2012 - August 2013
Ameriprise Financial Services, Inc. May 2010 - August 2010
Skills
Website Development, Front-end Coding, HTML 5, CSS3, JavaScript, CSS, User Interface Design, HTML5, User Interface, Mobile Design
Education
Mary Washington College 2008 — 2010
Computer Science
CJ Hager CJ Hager's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial Services, Inc. July 2012 - February 2013
Gate City Bank October 2009 - July 2012
US Navy June 2000 - October 2009
Education
University of Jamestown 2010 — 2012
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Jamestown High School 1997 — 2000
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial Services, Inc. July 2012 - February 2013
Gate City Bank October 2009 - July 2012
US Navy June 2000 - October 2009
Education
University of Jamestown 2010 — 2012
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Jamestown High School 1997 — 2000
Justin Hall, CFP®, CRPC®, APMA®, CRPS® Justin Hall, CFP®, CRPC®, APMA®, CRPS®'s Ameriprise Financial Services, Inc. Experience November 2005 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2005 - Present
Education
University of Maine at Farmington 2001 — 2005
Bachelors, Business/Economics
GHS
Ameriprise Financial Services, Inc. November 2005 - Present
Education
University of Maine at Farmington 2001 — 2005
Bachelors, Business/Economics
GHS
Jak Plihal Jak Plihal's Ameriprise Financial Services, Inc. Experience January 1997 - November 1998
Job Strategic Operations and Sales
Industry Information Technology and Services
Experience
Being Solutions July 2005 - Present
SalesQB / CEO Focus July 2012 - Present
Accomplishment Coaching June 2005 - 2008
Speedera Networks 2002 - 2004
What Box Communications 2000 - 2002
Ameriprise Financial Services, Inc. January 1997 - November 1998
InterContinental Mortgage Corp May 1993 - October 1996
Skills
Strategy, Entrepreneurship, Leadership, Coaching, Strategic Planning, Start-ups, Business Development, Training, Executive Coaching, Business Strategy, Management, Change Management, Personal Development, Marketing, Consulting, Management Consulting, Sales, Program Management, SaaS, Organizational..., Leadership Development, Sales Operations, Team Building, New Business Development, Selling, Mergers & Acquisitions, Sales Management, CRM, Executive Management, Team Leadership, Nonprofits, Recruiting, Negotiation, Lead Generation, Business Process..., Strategic Partnerships, Integration, Integrated Marketing, Executive Development
Education
Newfield Network 2011 — 2012
Masters, CEO (Coaching Excellence in Organizations)
Accomplishment Coaching 2005 — 2006
Certified Professonal Coach, Business & Personal Ontological Coaching
Landmark Education 1997 — 2001
N/A, Ontology
University of Maryland 1988 — 1992
BA, Government, Economics, 3.32
Being Solutions July 2005 - Present
SalesQB / CEO Focus July 2012 - Present
Accomplishment Coaching June 2005 - 2008
Speedera Networks 2002 - 2004
What Box Communications 2000 - 2002
Ameriprise Financial Services, Inc. January 1997 - November 1998
InterContinental Mortgage Corp May 1993 - October 1996
Skills
Strategy, Entrepreneurship, Leadership, Coaching, Strategic Planning, Start-ups, Business Development, Training, Executive Coaching, Business Strategy, Management, Change Management, Personal Development, Marketing, Consulting, Management Consulting, Sales, Program Management, SaaS, Organizational..., Leadership Development, Sales Operations, Team Building, New Business Development, Selling, Mergers & Acquisitions, Sales Management, CRM, Executive Management, Team Leadership, Nonprofits, Recruiting, Negotiation, Lead Generation, Business Process..., Strategic Partnerships, Integration, Integrated Marketing, Executive Development
Education
Newfield Network 2011 — 2012
Masters, CEO (Coaching Excellence in Organizations)
Accomplishment Coaching 2005 — 2006
Certified Professonal Coach, Business & Personal Ontological Coaching
Landmark Education 1997 — 2001
N/A, Ontology
University of Maryland 1988 — 1992
BA, Government, Economics, 3.32
Joseph LoCascio's Ameriprise Financial Services, Inc. Experience July 2014 - August 2014
Job Professional Lacrosse Player Florida Launch
Industry
Experience
Major League Lacrosse May 2015 - Present
Kutin-Metis wealth management July 2014 - August 2014
Ameriprise Financial Services, Inc. July 2014 - August 2014
Skills
PowerPoint, Research, Sports, Customer Service, Public Speaking, Event Planning, Leadership, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Social Networking, Sales, Social Media Marketing, Marketing
Education
University of Maryland College Park 2011 — 2015
American Studies, Communication, General
St. Anthony's High School 2008 — 2011
Major League Lacrosse May 2015 - Present
Kutin-Metis wealth management July 2014 - August 2014
Ameriprise Financial Services, Inc. July 2014 - August 2014
Skills
PowerPoint, Research, Sports, Customer Service, Public Speaking, Event Planning, Leadership, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Social Networking, Sales, Social Media Marketing, Marketing
Education
University of Maryland College Park 2011 — 2015
American Studies, Communication, General
St. Anthony's High School 2008 — 2011
Ehab Alalfey's Ameriprise Financial Services, Inc. Experience June 2005 - January 2012
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc January 2012 - Present
Ameriprise Financial Services, Inc. June 2005 - January 2012
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management
Education
University of Maryland College Park 2007 — 2010
Bachelor of Science (B.S.), International Business, A
Raymond James Financial Services, Inc January 2012 - Present
Ameriprise Financial Services, Inc. June 2005 - January 2012
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management
Education
University of Maryland College Park 2007 — 2010
Bachelor of Science (B.S.), International Business, A
Cynthia Morgan Cynthia Morgan's Ameriprise Financial Services, Inc. Experience March 2009 - February 2010
Job Financial Advisor
Industry Financial Services
Experience
Finance 500, Inc., Morgan & Walsh Investments October 2010 - Present
Ameriprise Financial Services, Inc. March 2009 - February 2010
Ameriprise Financial Services, Inc. September 2007 - March 2009
Education
University of Maryland University College 2005 — 2007
Bachelor of Science, Finance
LaReine High School
McNamara HS
Finance 500, Inc., Morgan & Walsh Investments October 2010 - Present
Ameriprise Financial Services, Inc. March 2009 - February 2010
Ameriprise Financial Services, Inc. September 2007 - March 2009
Education
University of Maryland University College 2005 — 2007
Bachelor of Science, Finance
LaReine High School
McNamara HS
Kristin Manikowski Kristin Manikowski's Ameriprise Financial Services, Inc. Experience March 2007 - March 2008
Job Legal Recruiting Administrator at Fish & Richardson
Industry Law Practice
Experience
Fish & Richardson P.C. September 2014 - Present
Gray Plant Mooty March 2008 - September 2014
Ameriprise Financial Services, Inc. March 2007 - March 2008
Nordstrom October 2005 - March 2007
Education
University of Iowa 2000 — 2005
Bachelor of Arts (B.A.), Communications
Fish & Richardson P.C. September 2014 - Present
Gray Plant Mooty March 2008 - September 2014
Ameriprise Financial Services, Inc. March 2007 - March 2008
Nordstrom October 2005 - March 2007
Education
University of Iowa 2000 — 2005
Bachelor of Arts (B.A.), Communications
Kaitlyn Oxendine Kaitlyn Oxendine's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Executive Compensation Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - October 2014
The University of Iowa Foundation July 2011 - June 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Skills
Customer Service, Public Speaking, Interviewing Skills, Microsoft Office, Event Planning, Microsoft Excel, Leadership, PowerPoint, Training, Recruiting, Budgets, Data Analysis, Human Resources, Strategic Financial..., Teamwork, Program Management, Financial Services, Social Networking, Financial Analysis, Social Media, Microsoft Word, Financial Modeling, Time Management, Cross-functional Team..., Wealth Management..., Personal Finance
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
BBA, Finance and Human Resource Management; Minor in Psychology
Consortium of Universities for International Study 2011 — 2011
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - October 2014
The University of Iowa Foundation July 2011 - June 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Skills
Customer Service, Public Speaking, Interviewing Skills, Microsoft Office, Event Planning, Microsoft Excel, Leadership, PowerPoint, Training, Recruiting, Budgets, Data Analysis, Human Resources, Strategic Financial..., Teamwork, Program Management, Financial Services, Social Networking, Financial Analysis, Social Media, Microsoft Word, Financial Modeling, Time Management, Cross-functional Team..., Wealth Management..., Personal Finance
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
BBA, Finance and Human Resource Management; Minor in Psychology
Consortium of Universities for International Study 2011 — 2011
Justin Kuczynski, CRPC® Justin Kuczynski, CRPC®'s Ameriprise Financial Services, Inc. Experience April 2005 - Present
Job Financial Advisor, Associate Manager, Chartered Retirement Planning Counselor SM at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2005 - Present
Pacific Gas and Electric Company May 2002 - September 2002
Pacific Gas and Electric Company May 2001 - September 2001
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2005
BS, Finance
Ameriprise Financial Services, Inc. April 2005 - Present
Pacific Gas and Electric Company May 2002 - September 2002
Pacific Gas and Electric Company May 2001 - September 2001
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2005
BS, Finance
Gordon Sun, MBA's Ameriprise Financial Services, Inc. Experience January 2005 - July 2006
Job Premier Relationship Advisor at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management December 2013 - Present
HSBC Retail Banking and Wealth Management May 2013 - December 2013
Citi April 2012 - May 2013
PNC October 2011 - April 2012
HSBC July 2010 - October 2011
SunTrust Bank December 2007 - July 2010
Ameriprise Financial Services, Inc. January 2005 - July 2006
Skills
Series 7, Banking, Consumer Lending, Wealth Management, Financial Planning, Retirement Planning, Investments, Risk Management, Mutual Funds, Portfolio Management, Retail Banking, Loans, Financial Services, Strategic Financial..., Credit Analysis, Credit, Commercial Banking
Education
University of Maryland University College 2008 — 2010
Master, MBA
University of Maryland, College 1999 — 2004
Bachelor of Art, Economic
Quince Orchard High School 1995 — 1999
HSBC Retail Banking and Wealth Management December 2013 - Present
HSBC Retail Banking and Wealth Management May 2013 - December 2013
Citi April 2012 - May 2013
PNC October 2011 - April 2012
HSBC July 2010 - October 2011
SunTrust Bank December 2007 - July 2010
Ameriprise Financial Services, Inc. January 2005 - July 2006
Skills
Series 7, Banking, Consumer Lending, Wealth Management, Financial Planning, Retirement Planning, Investments, Risk Management, Mutual Funds, Portfolio Management, Retail Banking, Loans, Financial Services, Strategic Financial..., Credit Analysis, Credit, Commercial Banking
Education
University of Maryland University College 2008 — 2010
Master, MBA
University of Maryland, College 1999 — 2004
Bachelor of Art, Economic
Quince Orchard High School 1995 — 1999
David Kronour, CFP®'s Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Financial Advisor and CERTIFIED FINANCIAL PLANNER™, practitioner with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Smith Barney March 2006 - March 2009
Education
University of Kentucky 2002 — 2006
Bachelor's Degree, Finance, Economics
Ameriprise Financial Services, Inc. March 2009 - Present
Smith Barney March 2006 - March 2009
Education
University of Kentucky 2002 — 2006
Bachelor's Degree, Finance, Economics
Andrew Hess, CFP®, CRPC® Andrew Hess, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2005 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2005 - Present
Education
University of Maine 2001 — 2005
Bachelor's Degree, Finance
Bangor High School 1995 — 2000
Ameriprise Financial Services, Inc. October 2005 - Present
Education
University of Maine 2001 — 2005
Bachelor's Degree, Finance
Bangor High School 1995 — 2000
Daniel Mukira Daniel Mukira's Ameriprise Financial Services, Inc. Experience May 2010 - August 2010
Job Senior Accountant, Capital Markets Accounting at Navient
Industry Accounting
Experience
Navient May 2014 - Present
PwC August 2013 - May 2014
PwC June 2012 - July 2012
GSA October 2011 - June 2012
Robert H. Smith School of Business September 2011 - December 2011
PwC June 2011 - July 2011
Montgomery County Department of Finance June 2010 - August 2010
Ameriprise Financial Services, Inc. May 2010 - August 2010
Skills
Microsoft Office, Critical Thinking, Persuasive Writing, Customer Service, External Audit, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
BS, Accounting and FInance
The Heights 2004 — 2008
High School Diploma
Navient May 2014 - Present
PwC August 2013 - May 2014
PwC June 2012 - July 2012
GSA October 2011 - June 2012
Robert H. Smith School of Business September 2011 - December 2011
PwC June 2011 - July 2011
Montgomery County Department of Finance June 2010 - August 2010
Ameriprise Financial Services, Inc. May 2010 - August 2010
Skills
Microsoft Office, Critical Thinking, Persuasive Writing, Customer Service, External Audit, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
BS, Accounting and FInance
The Heights 2004 — 2008
High School Diploma
Renee L Green Renee L Green's Ameriprise Financial Services, Inc. Experience December 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.& Renee Green Productions
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1997 - Present
Education
University of Maryland College Park 1981 — 1985
B.S., Finance
Elizabeth Seton Catholic High School 1979 — 1981
High School Diploma
Ameriprise Financial Services, Inc. December 1997 - Present
Education
University of Maryland College Park 1981 — 1985
B.S., Finance
Elizabeth Seton Catholic High School 1979 — 1981
High School Diploma
Ben Hanson Ben Hanson's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Financial Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. March 2009 - August 2014
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Finance
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. March 2009 - August 2014
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Finance
Matthew De Leon, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. May 2010 - June 2012
Education
University of Iowa 2006 — 2010
BBA, Finance, Marketing
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. May 2010 - June 2012
Education
University of Iowa 2006 — 2010
BBA, Finance, Marketing
Kenneth Woo Kenneth Woo's Ameriprise Financial Services, Inc. Experience July 2011 - August 2011
Job Intern at Karmaloop.com
Industry Financial Services
Experience
Karmaloop.com June 2015 - Present
NYSE Euronext May 2013 - August 2013
Ameriprise Financial Services, Inc. July 2011 - August 2011
Skills
Final Cut Pro, Unix, Big Data, Microsoft Office, Photoshop, Logic Pro, Morningstar, Software Documentation, Database Administration, Microsoft Access, Hadoop, SQL, InDesign, Google Analytics, Copywriting, Marketing Strategy
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (B.S.), Agricultural and Resource Economics, Business Management
Karmaloop.com June 2015 - Present
NYSE Euronext May 2013 - August 2013
Ameriprise Financial Services, Inc. July 2011 - August 2011
Skills
Final Cut Pro, Unix, Big Data, Microsoft Office, Photoshop, Logic Pro, Morningstar, Software Documentation, Database Administration, Microsoft Access, Hadoop, SQL, InDesign, Google Analytics, Copywriting, Marketing Strategy
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (B.S.), Agricultural and Resource Economics, Business Management
Seth Albert Seth Albert's Ameriprise Financial Services, Inc. Experience May 2011 - August 2011
Job Actuarial Assistant at Unum
Industry Insurance
Experience
Unum June 2014 - Present
Unum June 2013 - August 2013
University of Maine January 2013 - May 2013
University of Maine January 2012 - December 2012
Mardens Surplus and Salvage June 2012 - August 2012
Ameriprise Financial Services, Inc. May 2011 - August 2011
Skills
Statistics, Higher Education, R, Tutoring, Teaching, Data Analysis, Mathematical Modeling
Education
University of Maine 2011 — 2014
Bachelor of Arts (B.A.), Mathematics
Scarborough High School 2007 — 2011
Unum June 2014 - Present
Unum June 2013 - August 2013
University of Maine January 2013 - May 2013
University of Maine January 2012 - December 2012
Mardens Surplus and Salvage June 2012 - August 2012
Ameriprise Financial Services, Inc. May 2011 - August 2011
Skills
Statistics, Higher Education, R, Tutoring, Teaching, Data Analysis, Mathematical Modeling
Education
University of Maine 2011 — 2014
Bachelor of Arts (B.A.), Mathematics
Scarborough High School 2007 — 2011
Jennifer Weglarz Jennifer Weglarz's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Content Sourcing and Relationship Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial Services, Inc. May 2011 - August 2012
The Creative Group October 2010 - April 2011
Riversource Distributors/Ameriprise Financial 2006 - 2010
RiverSource Investments September 1997 - 2010
American Express Financial Advisors 1999 - 2006
Borders 1993 - 1997
Minnesota Daily 1991 - 1993
Skills
Series 7, Series 6, Mutual Funds, Asset Managment, Strategic Financial..., German, Renewable Energy, Financial Services, Investments, Relationship Management, Financial Advisory, Asset Allocation, Series 63, Marketing Communications, Marketing, Marketing Strategy, Retirement Planning, Portfolio Management, Strategic Planning, Securities, Alternative Investments, Wealth Management, Asset Management, Insurance, Financial Analysis, Strategy, Retirement, Management, Team Building
Education
University of Iowa
BA, German
University of Minnesota-Twin Cities
German
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial Services, Inc. May 2011 - August 2012
The Creative Group October 2010 - April 2011
Riversource Distributors/Ameriprise Financial 2006 - 2010
RiverSource Investments September 1997 - 2010
American Express Financial Advisors 1999 - 2006
Borders 1993 - 1997
Minnesota Daily 1991 - 1993
Skills
Series 7, Series 6, Mutual Funds, Asset Managment, Strategic Financial..., German, Renewable Energy, Financial Services, Investments, Relationship Management, Financial Advisory, Asset Allocation, Series 63, Marketing Communications, Marketing, Marketing Strategy, Retirement Planning, Portfolio Management, Strategic Planning, Securities, Alternative Investments, Wealth Management, Asset Management, Insurance, Financial Analysis, Strategy, Retirement, Management, Team Building
Education
University of Iowa
BA, German
University of Minnesota-Twin Cities
German
Randy M. Herr, CFP® Randy M. Herr, CFP®'s Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. July 2004 - March 2014
Ameriprise Financial November 2000 - July 2004
Education
University of Iowa - Henry B. Tippie College of Business 1984 — 1988
Bachelor of Science, Business Administration
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. July 2004 - March 2014
Ameriprise Financial November 2000 - July 2004
Education
University of Iowa - Henry B. Tippie College of Business 1984 — 1988
Bachelor of Science, Business Administration
Melinda (Cousin) Gee's Ameriprise Financial Services, Inc. Experience January 2008 - March 2009
Job Strategist | Field Marketing | Business Development | MetLife Premier Client Group
Industry Financial Services
Experience
MetLife June 2015 - Present
MetLife March 2013 - June 2015
New England Financial January 2010 - March 2013
Ameriprise Financial Services, Inc. January 2008 - March 2009
Ameriprise Financial Services, Inc. May 2006 - January 2008
American Express November 2003 - May 2006
Skills
Finance, Leadership, Life Insurance, Marketing, Retirement Planning, Management, Retirement, Securities, Fixed Annuities, Sales, Investments, Series 63, Series 7, Wealth Management, Insurance, Public Speaking, Financial Services, Financial Advisory, Long-term Care, Strategic Planning, Strategic Financial..., Disability Insurance, Mutual Funds, IRAs, Project Management, 401k, Estate Planning, Business Development, Market Planning, Asset Allocation
Education
University of Louisiana at Lafayette 1992 — 1997
Bachelor of Science, Biology, Chemistry
MetLife June 2015 - Present
MetLife March 2013 - June 2015
New England Financial January 2010 - March 2013
Ameriprise Financial Services, Inc. January 2008 - March 2009
Ameriprise Financial Services, Inc. May 2006 - January 2008
American Express November 2003 - May 2006
Skills
Finance, Leadership, Life Insurance, Marketing, Retirement Planning, Management, Retirement, Securities, Fixed Annuities, Sales, Investments, Series 63, Series 7, Wealth Management, Insurance, Public Speaking, Financial Services, Financial Advisory, Long-term Care, Strategic Planning, Strategic Financial..., Disability Insurance, Mutual Funds, IRAs, Project Management, 401k, Estate Planning, Business Development, Market Planning, Asset Allocation
Education
University of Louisiana at Lafayette 1992 — 1997
Bachelor of Science, Biology, Chemistry
Lizzie Hendren Lizzie Hendren's Ameriprise Financial Services, Inc. Experience March 2011 - December 2012
Job Court Advocate at Between Friends
Industry Individual & Family Services
Experience
Between Friends January 2015 - Present
Northside Community Resources November 2013 - December 2014
Ameriprise Financial Services, Inc. March 2011 - December 2012
Macy's Bridal Salon October 2009 - May 2011
West Midlands Police May 2006 - April 2008
Skills
Advocacy, Crisis Intervention, Crisis Counselling, Crisis Communications, Legal Assistance, Building Relationships, Public Relations, Leadership, Social Responsibility, Public Speaking, Team Leadership, Project Management, Management, Account Management, Sales, Retail, Training, Social Media, Marketing, Event Planning, Event Management, Sales Management
Education
University of Lincoln 2001 — 2004
Bachelor of Arts (B.A.), Criminology
Between Friends January 2015 - Present
Northside Community Resources November 2013 - December 2014
Ameriprise Financial Services, Inc. March 2011 - December 2012
Macy's Bridal Salon October 2009 - May 2011
West Midlands Police May 2006 - April 2008
Skills
Advocacy, Crisis Intervention, Crisis Counselling, Crisis Communications, Legal Assistance, Building Relationships, Public Relations, Leadership, Social Responsibility, Public Speaking, Team Leadership, Project Management, Management, Account Management, Sales, Retail, Training, Social Media, Marketing, Event Planning, Event Management, Sales Management
Education
University of Lincoln 2001 — 2004
Bachelor of Arts (B.A.), Criminology
Andrew Noto's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Client Service Associate
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
PGA Tour Canada June 2012 - December 2014
Education
University of Louisiana at Lafayette 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Ameriprise Financial Services, Inc. March 2015 - Present
PGA Tour Canada June 2012 - December 2014
Education
University of Louisiana at Lafayette 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Aaron Favors Aaron Favors's Ameriprise Financial Services, Inc. Experience October 2005 - November 2006
Job Senior Consultant in Financial Services Risk Management Regulatory Compliance at EY
Industry Financial Services
Experience
EY February 2014 - Present
Federal Deposit Insurance Corporation June 2011 - February 2014
Financial Industry Regulatory Authority April 2007 - May 2011
Ameriprise Financial Services, Inc. October 2005 - November 2006
PNC August 2004 - October 2005
Skills
Financial Risk..., Regulatory Compliance, AML, KYC, Bank Secrecy Act, Suspicious Activity..., USA PATRIOT Act, Certified Fraud Examiner, CAMS, Dodd-Frank, Volcker, Securities Regulation, Series 7, Market Regulation, Best Execution, SEC regulations, Secondary Offerings
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts (B.A.), Economics
EY February 2014 - Present
Federal Deposit Insurance Corporation June 2011 - February 2014
Financial Industry Regulatory Authority April 2007 - May 2011
Ameriprise Financial Services, Inc. October 2005 - November 2006
PNC August 2004 - October 2005
Skills
Financial Risk..., Regulatory Compliance, AML, KYC, Bank Secrecy Act, Suspicious Activity..., USA PATRIOT Act, Certified Fraud Examiner, CAMS, Dodd-Frank, Volcker, Securities Regulation, Series 7, Market Regulation, Best Execution, SEC regulations, Secondary Offerings
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts (B.A.), Economics
John Treptow John Treptow's Ameriprise Financial Services, Inc. Experience 2009 - 2012
Job Treptow Financial Services L.L.C.
Industry Financial Services
Experience
Treptow Financial Services 2013 - Present
Ameriprise Financial Services, Inc. 2009 - 2012
Ameriprise Financial Services, Inc. 2007 - 2009
American Express Financial Advisors 2004 - 2007
American Express Financial Advisors 2001 - 2003
American Express Financial Advisors 2000 - 2001
Skills
CRPC, Series 24 Registered..., Series 7 General..., Series 66 Uniform..., Life and Health..., Six –Sigma Green Belt, Mutual Funds
Education
University of Iowa
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Treptow Financial Services 2013 - Present
Ameriprise Financial Services, Inc. 2009 - 2012
Ameriprise Financial Services, Inc. 2007 - 2009
American Express Financial Advisors 2004 - 2007
American Express Financial Advisors 2001 - 2003
American Express Financial Advisors 2000 - 2001
Skills
CRPC, Series 24 Registered..., Series 7 General..., Series 66 Uniform..., Life and Health..., Six –Sigma Green Belt, Mutual Funds
Education
University of Iowa
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sarah Hasho's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Kona Grill August 2011 - August 2013
The Henry Ford March 2012 - September 2012
Brian Simon SimonHouses.com August 2010 - June 2011
University of Massachusetts August 2008 - May 2010
UMass Boston June 2009 - August 2009
Center for American Archeology June 2008 - August 2008
University of Michigan September 2006 - June 2008
University of Michigan September 2006 - June 2008
University of Michigan June 2007 - August 2007
Education
University of Massachusetts Boston 2008 — 2012
MA, Historical Archaeology
University of Michigan 2004 — 2008
BA, Anthropology, Native American Studies
Ameriprise Financial Services, Inc. August 2013 - Present
Kona Grill August 2011 - August 2013
The Henry Ford March 2012 - September 2012
Brian Simon SimonHouses.com August 2010 - June 2011
University of Massachusetts August 2008 - May 2010
UMass Boston June 2009 - August 2009
Center for American Archeology June 2008 - August 2008
University of Michigan September 2006 - June 2008
University of Michigan September 2006 - June 2008
University of Michigan June 2007 - August 2007
Education
University of Massachusetts Boston 2008 — 2012
MA, Historical Archaeology
University of Michigan 2004 — 2008
BA, Anthropology, Native American Studies
Dwight Morton Dwight Morton's Ameriprise Financial Services, Inc. Experience 2006 - 2008
Job Program Support
Industry Defense & Space
Experience
TASC, Inc. May 2014 - Present
Deloitte January 2010 - October 2013
PwC 2008 - 2010
Ameriprise Financial Services, Inc. 2006 - 2008
Skills
Internal Controls, Business Development, Creative Concept Design, Project Management, Proposal Writing, Risk Management, Business Process..., Managerial Finance
Education
University of Maryland College Park 2000 — 2005
Bachelor of Science (B.S.)
TASC, Inc. May 2014 - Present
Deloitte January 2010 - October 2013
PwC 2008 - 2010
Ameriprise Financial Services, Inc. 2006 - 2008
Skills
Internal Controls, Business Development, Creative Concept Design, Project Management, Proposal Writing, Risk Management, Business Process..., Managerial Finance
Education
University of Maryland College Park 2000 — 2005
Bachelor of Science (B.S.)
Alan Fatemi CRPC® Alan Fatemi CRPC®'s Ameriprise Financial Services, Inc. Experience 2005 - January 2015
Job Financial Advisor at Flagship Harbor Advisors
Industry Financial Services
Experience
Flagship Harbor Advisors February 2015 - Present
Ameriprise Financial Services, Inc. 2005 - January 2015
Raytheon Missile Systems 1984 - 2003
Education
University of Maryland College Park 1976 — 1982
BS & MS, Electrical Engineering
Flagship Harbor Advisors February 2015 - Present
Ameriprise Financial Services, Inc. 2005 - January 2015
Raytheon Missile Systems 1984 - 2003
Education
University of Maryland College Park 1976 — 1982
BS & MS, Electrical Engineering
R. Scott Davis R. Scott Davis's Ameriprise Financial Services, Inc. Experience 1988 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1988 - Present
Education
University of Iowa 1983 — 1987
Bachelor of Business Administration (B.B.A.), College of Business
Ameriprise Financial Services, Inc. 1988 - Present
Education
University of Iowa 1983 — 1987
Bachelor of Business Administration (B.B.A.), College of Business
Ned Steinwand Ned Steinwand's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Director Actuary, Statutory and Tax Valuations
Industry Insurance
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Leadership for Actuaries, Financial Modelers & Analysts in the Minneapolis / St Paul Area 2011 - Present
Actuarial Resources Corporation March 2012 - July 2013
Allianz 2000 - February 2011
Life USA Insurance Co. August 1995 - 1999
Skills
Financial Modeling, ALM, Risk Management, Analysis, Valuation, Finance, Actuarial Science, Statistics, VBA, Financial Analysis, Derivatives, Quantitative Finance, Financial Reporting, Asset Allocation
Education
Jamestown College
BA, Mathematics, Minor in Chemistry
Ameriprise Financial Services, Inc. June 2014 - Present
Leadership for Actuaries, Financial Modelers & Analysts in the Minneapolis / St Paul Area 2011 - Present
Actuarial Resources Corporation March 2012 - July 2013
Allianz 2000 - February 2011
Life USA Insurance Co. August 1995 - 1999
Skills
Financial Modeling, ALM, Risk Management, Analysis, Valuation, Finance, Actuarial Science, Statistics, VBA, Financial Analysis, Derivatives, Quantitative Finance, Financial Reporting, Asset Allocation
Education
Jamestown College
BA, Mathematics, Minor in Chemistry
Michael Calgaard Michael Calgaard's Ameriprise Financial Services, Inc. Experience 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2012 - Present
Waddell & Reed March 2010 - December 2011
Lozier Corp. 1998 - 2009
Cummins Inc. 1982 - 1998
Skills
Sales, Leadership, Project Planning, Market Research, Retail, Analysis, Manufacturing, Customer Satisfaction, Marketing, Strategic Planning, Budgets, Microsoft Excel, New Business Development, Access, Negotiation
Education
University of Iowa
MBA, Finance
University of Northern Iowa
BA, Finance
Ameriprise Financial Services, Inc. 2012 - Present
Waddell & Reed March 2010 - December 2011
Lozier Corp. 1998 - 2009
Cummins Inc. 1982 - 1998
Skills
Sales, Leadership, Project Planning, Market Research, Retail, Analysis, Manufacturing, Customer Satisfaction, Marketing, Strategic Planning, Budgets, Microsoft Excel, New Business Development, Access, Negotiation
Education
University of Iowa
MBA, Finance
University of Northern Iowa
BA, Finance
Mitchell Berlin Mitchell Berlin's Ameriprise Financial Services, Inc. Experience May 2011 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
Ameriprise Financial Services, Inc. October 2009 - May 2011
Ameriprise Financial Services, Inc. 2002 - 2009
Education
University of Maryland College Park 1992 — 1996
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc. May 2011 - Present
Ameriprise Financial Services, Inc. October 2009 - May 2011
Ameriprise Financial Services, Inc. 2002 - 2009
Education
University of Maryland College Park 1992 — 1996
Bachelor of Science (B.S.)
Daniel North Daniel North's Ameriprise Financial Services, Inc. Experience September 2005 - January 2007
Job Senior Supply Planning Manager at Under Armour
Industry Apparel & Fashion
Experience
Under Armour March 2007 - Present
Ameriprise Financial Services, Inc. September 2005 - January 2007
Skills
Customer Service, Supply Chain Management, Management
Education
University of Maryland College Park 2001 — 2005
B.S., Finance, Economics
Under Armour March 2007 - Present
Ameriprise Financial Services, Inc. September 2005 - January 2007
Skills
Customer Service, Supply Chain Management, Management
Education
University of Maryland College Park 2001 — 2005
B.S., Finance, Economics
Steve Binder, CRPC® Steve Binder, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Financial Advisor, Chartered Retirement Planning CounselorSM, Ameriprise Financial Serivces, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Education
University of Maryland - Robert H. Smith School of Business 1969 — 1974
business management, accounting
Ameriprise Financial Services, Inc. June 2013 - Present
Education
University of Maryland - Robert H. Smith School of Business 1969 — 1974
business management, accounting
Stephen A Williams, CFP® Stephen A Williams, CFP®'s Ameriprise Financial Services, Inc. Experience November 1986 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 1986 - Present
Education
University of Iowa Graduate College 1979 — 1980
Masters of Art, Public Administration
University of Iowa 1971 — 1975
B.A., Liberal Arts
Ameriprise Financial Services, Inc. November 1986 - Present
Education
University of Iowa Graduate College 1979 — 1980
Masters of Art, Public Administration
University of Iowa 1971 — 1975
B.A., Liberal Arts
Bernadette Strout, CFP®'s Ameriprise Financial Services, Inc. Experience September 2008 - January 2012
Job CERTIFIED FINANCIAL PLANNER (TM)
Industry Financial Services
Experience
Gitterman Wealth Management LLC January 2012 - Present
NJIT 2009 - Present
Ameriprise Financial Services, Inc. September 2008 - January 2012
UBS Financial Services Inc July 2004 - September 2008
Education
University of Massachusetts Boston 1979 — 1982
BA, Mathematics / Computer Science
Gitterman Wealth Management LLC January 2012 - Present
NJIT 2009 - Present
Ameriprise Financial Services, Inc. September 2008 - January 2012
UBS Financial Services Inc July 2004 - September 2008
Education
University of Massachusetts Boston 1979 — 1982
BA, Mathematics / Computer Science
Danielle Brooks, CRPC® Danielle Brooks, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2000 - Present
Job Financial Advisor, Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2000 - Present
Octagon August 1997 - June 2000
Education
University of Maryland College Park 1990 — 1996
BS, Criminology
Ameriprise Financial Services, Inc. May 2000 - Present
Octagon August 1997 - June 2000
Education
University of Maryland College Park 1990 — 1996
BS, Criminology
Jeff Adair, CFP® Jeff Adair, CFP®'s Ameriprise Financial Services, Inc. Experience August 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1994 - Present
US Army February 1983 - June 1994
On-Site Inspection Agency 1991 - 1994
Education
University of Maryland University College
BA, Management
Ameriprise Financial Services, Inc. August 1994 - Present
US Army February 1983 - June 1994
On-Site Inspection Agency 1991 - 1994
Education
University of Maryland University College
BA, Management
Kristin Emerick Kristin Emerick's Ameriprise Financial Services, Inc. Experience April 2006 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2006 - Present
Skills
Temporary Staffing, Recruiting, Permanent Placement, Recruitment Advertising, Talent Acquisition, Sourcing, Microsoft Office, Administrative..., Business Development, Office Management, Accounts Payable, Payroll, Data Entry, Outlook, Calendaring, Travel Arrangements, Human Resources, Applicant Tracking..., Office Administration, Spreadsheets, Event Planning
Education
University of Massachusetts Boston 2000 — 2001
Bay State College 1996 — 1998
AA
Ameriprise Financial Services, Inc. April 2006 - Present
Skills
Temporary Staffing, Recruiting, Permanent Placement, Recruitment Advertising, Talent Acquisition, Sourcing, Microsoft Office, Administrative..., Business Development, Office Management, Accounts Payable, Payroll, Data Entry, Outlook, Calendaring, Travel Arrangements, Human Resources, Applicant Tracking..., Office Administration, Spreadsheets, Event Planning
Education
University of Massachusetts Boston 2000 — 2001
Bay State College 1996 — 1998
AA
Rosey Coryn's Ameriprise Financial Services, Inc. Experience June 2014 - August 2014
Job Sales Representative at Grimco
Industry Staffing and Recruiting
Experience
Grimco, Inc. June 2015 - Present
University of St. Thomas August 2012 - April 2015
University of St. Thomas September 2011 - April 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
University of St. Thomas November 2011 - May 2012
Skills
Leadership, Time Management, Organized Multi-tasker, Punctual, Training, Interviews, Planning, Marketing Communications, Management, Admissions, Marketing
Education
University of Saint Thomas 2011 — 2015
Marketing
University of London 2013 — 2013
Assumption High School 2007 — 2011
Grimco, Inc. June 2015 - Present
University of St. Thomas August 2012 - April 2015
University of St. Thomas September 2011 - April 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
University of St. Thomas November 2011 - May 2012
Skills
Leadership, Time Management, Organized Multi-tasker, Punctual, Training, Interviews, Planning, Marketing Communications, Management, Admissions, Marketing
Education
University of Saint Thomas 2011 — 2015
Marketing
University of London 2013 — 2013
Assumption High School 2007 — 2011
Robert Woerner, MBA's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Nielsen June 2012 - December 2013
The Nielsen Company January 2007 - April 2012
The Nielsen Company July 2005 - January 2007
Education
University of South Florida 2011 — 2013
Masters, Business Administration
University of South Florida 2009 — 2011
BGS, General Studies w/Business Concentration
University of Maryland College Park 1985 — 1989
Radio, Television, & Film
Bishop Ireton High School 1981 — 1985
Ameriprise Financial Services, Inc. January 2014 - Present
Nielsen June 2012 - December 2013
The Nielsen Company January 2007 - April 2012
The Nielsen Company July 2005 - January 2007
Education
University of South Florida 2011 — 2013
Masters, Business Administration
University of South Florida 2009 — 2011
BGS, General Studies w/Business Concentration
University of Maryland College Park 1985 — 1989
Radio, Television, & Film
Bishop Ireton High School 1981 — 1985
Gregory Choquette's Ameriprise Financial Services, Inc. Experience September 1989 - August 2006
Job Financial Consultant at Choquette Financial Services, Inc.
Industry Financial Services
Experience
Choquette Financial August 2006 - Present
Choquette Financial Services, Inc. August 2006 - Present
Northeast Financial Services July 2012 - November 2013
Ameriprise Financial Services, Inc. September 1989 - August 2006
Skills
Insurance, Investments, Financial Advisory, Finance, Strategic Financial..., Series 7, Retirement Planning, Securities, Financial Services, Financial Analysis, Small Business, Mutual Funds
Education
University of Maine 1969 — 1973
BS, Businesss Management/Accounting
University of Maine 1968 — 1973
Business Administration and Management, General, Accounting
Choquette Financial August 2006 - Present
Choquette Financial Services, Inc. August 2006 - Present
Northeast Financial Services July 2012 - November 2013
Ameriprise Financial Services, Inc. September 1989 - August 2006
Skills
Insurance, Investments, Financial Advisory, Finance, Strategic Financial..., Series 7, Retirement Planning, Securities, Financial Services, Financial Analysis, Small Business, Mutual Funds
Education
University of Maine 1969 — 1973
BS, Businesss Management/Accounting
University of Maine 1968 — 1973
Business Administration and Management, General, Accounting
Dora McCarthy's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - August 2015
Community Health and Counseling December 2013 - June 2014
University of Maine Museum of Art September 2011 - August 2013
Maine Senate Majority Office January 2013 - May 2013
Maine New Leadership May 2010 - June 2010
Atlantic Partners EMS (Northeastern Maine EMS) September 2006 - June 2010
Irving Oil Corporation January 2001 - January 2004
People's Heritage Bank (TD Banknorth) September 1999 - May 2002
Skills
Microsoft Office, Proficient Typing Skills, Editing, Customer Service, Cross Selling, Office Management, InDesign, Social Media, Social Skills, Networking, Political Campaigns, Telephone Skills, Data Entry, Minute Taking, Filing, Event Planning, Engaging Public Speaker, Research, Teaching, Community Outreach, Project Planning, Administration, Access, Nonprofits, Social Networking, Fundraising, Facebook, Microsoft Word, Time Management, Public Speaking, Politics, Higher Education, PowerPoint, Policy, Outlook, Proofreading, Data Analysis, Teamwork, Policy Analysis, Microsoft Excel, Public Relations, Supervisory Skills, Training, Government, Leadership, Press Releases, Event Management, Healthcare, Team Building, Adult Education
Education
University of Maine 2014 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Maine 2010 — 2013
Bachelor's Degree, English/Political Science, 3.5 GPA
Eastern Maine Community College 2009 — 2010
Associate's, Business Management, 3.3 GPA
Brewer High School 1990 — 1994
Diploma, Business concentration
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - August 2015
Community Health and Counseling December 2013 - June 2014
University of Maine Museum of Art September 2011 - August 2013
Maine Senate Majority Office January 2013 - May 2013
Maine New Leadership May 2010 - June 2010
Atlantic Partners EMS (Northeastern Maine EMS) September 2006 - June 2010
Irving Oil Corporation January 2001 - January 2004
People's Heritage Bank (TD Banknorth) September 1999 - May 2002
Skills
Microsoft Office, Proficient Typing Skills, Editing, Customer Service, Cross Selling, Office Management, InDesign, Social Media, Social Skills, Networking, Political Campaigns, Telephone Skills, Data Entry, Minute Taking, Filing, Event Planning, Engaging Public Speaker, Research, Teaching, Community Outreach, Project Planning, Administration, Access, Nonprofits, Social Networking, Fundraising, Facebook, Microsoft Word, Time Management, Public Speaking, Politics, Higher Education, PowerPoint, Policy, Outlook, Proofreading, Data Analysis, Teamwork, Policy Analysis, Microsoft Excel, Public Relations, Supervisory Skills, Training, Government, Leadership, Press Releases, Event Management, Healthcare, Team Building, Adult Education
Education
University of Maine 2014 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Maine 2010 — 2013
Bachelor's Degree, English/Political Science, 3.5 GPA
Eastern Maine Community College 2009 — 2010
Associate's, Business Management, 3.3 GPA
Brewer High School 1990 — 1994
Diploma, Business concentration
Mitchell Carr Mitchell Carr's Ameriprise Financial Services, Inc. Experience January 2011 - August 2013
Job VP Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2013 - Present
Ameriprise Financial Services, Inc. January 2011 - August 2013
Ameriprise Financial February 2007 - January 2011
Merrill Lynch 2005 - 2007
Invesmart 2002 - 2004
The Sheakley Group of Companies 1996 - 2003
Education
University of Maine 1990 — 1994
BS, Business Management
LPL Financial August 2013 - Present
Ameriprise Financial Services, Inc. January 2011 - August 2013
Ameriprise Financial February 2007 - January 2011
Merrill Lynch 2005 - 2007
Invesmart 2002 - 2004
The Sheakley Group of Companies 1996 - 2003
Education
University of Maine 1990 — 1994
BS, Business Management
Kristi Battarbee Kristi Battarbee's Ameriprise Financial Services, Inc. Experience September 2011 - May 2012
Job Copywriter at Periscope
Industry Marketing and Advertising
Experience
Periscope June 2014 - Present
Colle+McVoy February 2014 - May 2014
Freelance October 2013 - January 2014
Colle+McVoy June 2013 - September 2013
Havas Worldwide January 2013 - March 2013
Campbell Mithun October 2012 - December 2012
Human Capital Partners September 2003 - December 2012
A&E Casting May 2012 - September 2012
Ameriprise Financial Services, Inc. September 2011 - May 2012
Star Tribune November 2010 - August 2011
Skills
Social Media, Advertising, Copywriting, Creative Direction, Photography, Laughing, Editing, Campaign Concepting, Social Networking, Social Media Marketing, Presenting Work, Writing, Marketing Communications, Blogging, Email Marketing, Recruiting, Public Relations, Adobe Creative Suite, Branding & Identity
Education
Miami Ad School-Minneapolis 2011 — 2013
Copywriting
University of Saint Thomas 2008 — 2011
Bachelor of Arts, Communication and Journalism (Advertising)
University of Iowa 2007 — 2008
Art, Communications and Journalism
Cretin-Derham Hall 2003 — 2007
Periscope June 2014 - Present
Colle+McVoy February 2014 - May 2014
Freelance October 2013 - January 2014
Colle+McVoy June 2013 - September 2013
Havas Worldwide January 2013 - March 2013
Campbell Mithun October 2012 - December 2012
Human Capital Partners September 2003 - December 2012
A&E Casting May 2012 - September 2012
Ameriprise Financial Services, Inc. September 2011 - May 2012
Star Tribune November 2010 - August 2011
Skills
Social Media, Advertising, Copywriting, Creative Direction, Photography, Laughing, Editing, Campaign Concepting, Social Networking, Social Media Marketing, Presenting Work, Writing, Marketing Communications, Blogging, Email Marketing, Recruiting, Public Relations, Adobe Creative Suite, Branding & Identity
Education
Miami Ad School-Minneapolis 2011 — 2013
Copywriting
University of Saint Thomas 2008 — 2011
Bachelor of Arts, Communication and Journalism (Advertising)
University of Iowa 2007 — 2008
Art, Communications and Journalism
Cretin-Derham Hall 2003 — 2007
Todd Metcalf CFP, CRPC's Ameriprise Financial Services, Inc. Experience December 2000 - Present
Job Financial Advisor, Triple Crown Advisors, A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2000 - Present
Education
University of Kentucky 1998 — 2001
BA, Finance
Ameriprise Financial Services, Inc. December 2000 - Present
Education
University of Kentucky 1998 — 2001
BA, Finance
Bridget (Arnold) Gilbertson's Ameriprise Financial Services, Inc. Experience October 2009 - January 2010
Job Sr. HR Business Partner at Atterro Human Capital Group | Trusted HR Advisor | Collaborative Connector
Industry Human Resources
Experience
Atterro Human Capital Group January 2010 - Present
Ameriprise Financial Services, Inc. October 2009 - January 2010
SuperValu January 2008 - August 2009
Skills
Employee Relations, Onboarding, Recruiting, Contract Recruitment, Human Resources, Performance Management, HR Policies, Succession Planning, New Hire Orientations, Employee Engagement, FMLA, Personnel Management
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MA, Human Resources & Industrial Relations
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
BBA, Business Management and Marketing
Atterro Human Capital Group January 2010 - Present
Ameriprise Financial Services, Inc. October 2009 - January 2010
SuperValu January 2008 - August 2009
Skills
Employee Relations, Onboarding, Recruiting, Contract Recruitment, Human Resources, Performance Management, HR Policies, Succession Planning, New Hire Orientations, Employee Engagement, FMLA, Personnel Management
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MA, Human Resources & Industrial Relations
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
BBA, Business Management and Marketing
Nathan Peine, CFP® Nathan Peine, CFP®'s Ameriprise Financial Services, Inc. Experience August 2008 - May 2010
Job Associate Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual March 2013 - Present
Northwestern Mutual June 2010 - November 2011
Ameriprise Financial Services, Inc. August 2008 - May 2010
Skills
Education Funding, Long Term Care Insurance, Wealth Accumulation, Roth IRA, Strategic Financial..., IRAs, Disability Insurance, Fixed Annuities, Retirement Planning, Variable Products, Long-term Care, Life Insurance, Retirement, Insurance, 401k Rollovers, Whole Life, Series 63, Term Life Insurance, Estate Planning, Securities, Leadership
Education
Jamestown College 2005 — 2010
Bachelor of Science (BS), Financial Planning, Accounting, Business Admin.
Northwestern Mutual March 2013 - Present
Northwestern Mutual June 2010 - November 2011
Ameriprise Financial Services, Inc. August 2008 - May 2010
Skills
Education Funding, Long Term Care Insurance, Wealth Accumulation, Roth IRA, Strategic Financial..., IRAs, Disability Insurance, Fixed Annuities, Retirement Planning, Variable Products, Long-term Care, Life Insurance, Retirement, Insurance, 401k Rollovers, Whole Life, Series 63, Term Life Insurance, Estate Planning, Securities, Leadership
Education
Jamestown College 2005 — 2010
Bachelor of Science (BS), Financial Planning, Accounting, Business Admin.
Steve Abbott Steve Abbott's Ameriprise Financial Services, Inc. Experience March 2013 - September 2013
Job Technical Project Manager at Wells Fargo
Industry Health, Wellness and Fitness
Experience
Wells Fargo July 2015 - Present
Hallmark Business Connections September 2014 - April 2015
Ameriprise Financial Services, Inc. March 2013 - September 2013
Blue Cross and Blue Shield of Minnesota 2012 - 2013
Accenture May 2012 - August 2012
Express Scripts October 2011 - April 2012
Nuveen Investments March 2011 - June 2011
Ecolab February 2010 - September 2010
Ameriprise Financial September 2008 - February 2009
Ecolab June 2006 - July 2008
Skills
Risk Management, Administration, Program Management, Financial Management, Staff Mentoring, Issues Management, Software Development..., Enterprise Architecture, System Architecture, Security Management, Identity Management, Identity Federation, Project Delivery, Systems Analysis, IT Infrastructure..., Strategic Planning, Project Management, IT Strategy, Creative Problem Solving, System Administration, Integration, Management, Leadership, MS Project, Analysis, SDLC, Project Portfolio..., Management Consulting, Consulting, Testing, Public Relations, Vendor Management, Managerial Finance, Visio, Requirements Analysis, Training, Databases, PMO, Business Process..., Microsoft Project, Process Improvement, Business Analysis, Cross-functional Team...
Education
University of Iowa 1972 — 1976
Music, Business
Wells Fargo July 2015 - Present
Hallmark Business Connections September 2014 - April 2015
Ameriprise Financial Services, Inc. March 2013 - September 2013
Blue Cross and Blue Shield of Minnesota 2012 - 2013
Accenture May 2012 - August 2012
Express Scripts October 2011 - April 2012
Nuveen Investments March 2011 - June 2011
Ecolab February 2010 - September 2010
Ameriprise Financial September 2008 - February 2009
Ecolab June 2006 - July 2008
Skills
Risk Management, Administration, Program Management, Financial Management, Staff Mentoring, Issues Management, Software Development..., Enterprise Architecture, System Architecture, Security Management, Identity Management, Identity Federation, Project Delivery, Systems Analysis, IT Infrastructure..., Strategic Planning, Project Management, IT Strategy, Creative Problem Solving, System Administration, Integration, Management, Leadership, MS Project, Analysis, SDLC, Project Portfolio..., Management Consulting, Consulting, Testing, Public Relations, Vendor Management, Managerial Finance, Visio, Requirements Analysis, Training, Databases, PMO, Business Process..., Microsoft Project, Process Improvement, Business Analysis, Cross-functional Team...
Education
University of Iowa 1972 — 1976
Music, Business
Travis Francis Travis Francis's Ameriprise Financial Services, Inc. Experience May 2000 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2000 - Present
Ameriprise Financial Services, Inc. May 2000 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
Bachelor of Business Administration (B.B.A.)
Ameriprise Financial Services, Inc. May 2000 - Present
Ameriprise Financial Services, Inc. May 2000 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
Bachelor of Business Administration (B.B.A.)
Monisha Prakash Monisha Prakash's Ameriprise Financial Services, Inc. Experience August 2010 - September 2011
Job Sr. Business Analyst at Omgeo, a DTCC & Thomson Reuters company
Industry Information Technology and Services
Experience
IntePros Consulting November 2012 - Present
Bank of America September 2011 - November 2012
Ameriprise Financial Services, Inc. August 2010 - September 2011
Skills
Agile Methodologies, Requirements Gathering, Quality Assurance, Business Analysis, SDLC, Integration, Oracle, Linux, Requirements Analysis, Software Development, Testing, Enterprise Software, Data Analysis, Analysis, Cross-functional Team..., Software Documentation, Software Project..., Unix, Databases, SQL
Education
Bangalore Institute of Technology, Bangalore
BE, Computer Science & Engineering
UMass Boston
MS, Computer Science
IntePros Consulting November 2012 - Present
Bank of America September 2011 - November 2012
Ameriprise Financial Services, Inc. August 2010 - September 2011
Skills
Agile Methodologies, Requirements Gathering, Quality Assurance, Business Analysis, SDLC, Integration, Oracle, Linux, Requirements Analysis, Software Development, Testing, Enterprise Software, Data Analysis, Analysis, Cross-functional Team..., Software Documentation, Software Project..., Unix, Databases, SQL
Education
Bangalore Institute of Technology, Bangalore
BE, Computer Science & Engineering
UMass Boston
MS, Computer Science
Mallory Sand Mallory Sand's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Marketing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Investment Centers of America June 2011 - May 2013
First Community Credit Union May 2009 - May 2011
Skills
Marketing, Marketing Communications, Social Media Marketing, Banking, Marketing Research, Event Planning, Public Relations, InDesign, Photoshop, Microsoft Office, Team-oriented, Customer Service, Advertising, Brand Development, Social Media, Strategic Planning, Strategy, Social Networking, Market Planning
Education
University of Jamestown 2005 — 2009
Bachelor's degree, Marketing/Business
Ameriprise Financial Services, Inc. May 2013 - Present
Investment Centers of America June 2011 - May 2013
First Community Credit Union May 2009 - May 2011
Skills
Marketing, Marketing Communications, Social Media Marketing, Banking, Marketing Research, Event Planning, Public Relations, InDesign, Photoshop, Microsoft Office, Team-oriented, Customer Service, Advertising, Brand Development, Social Media, Strategic Planning, Strategy, Social Networking, Market Planning
Education
University of Jamestown 2005 — 2009
Bachelor's degree, Marketing/Business
Chris Kersey's Ameriprise Financial Services, Inc. Experience June 2003 - December 2006
Job Entrepreneur
Industry Financial Services
Experience
Bird Crash, LLC February 2011 - Present
ACS January 2011 - Present
I.C.O.E. Bracelet July 2009 - September 2013
DMB Transport July 2006 - September 2010
Ameriprise Financial Services, Inc. June 2003 - December 2006
Skills
Small Business..., Operations, Innovative Thinking, Creative Problem Solving, Customer Relations, Customer Service, Team Building, Team Leadership, Team Coordination
Education
University of Kentucky 1998 — 2003
BS, Political Science
Bird Crash, LLC February 2011 - Present
ACS January 2011 - Present
I.C.O.E. Bracelet July 2009 - September 2013
DMB Transport July 2006 - September 2010
Ameriprise Financial Services, Inc. June 2003 - December 2006
Skills
Small Business..., Operations, Innovative Thinking, Creative Problem Solving, Customer Relations, Customer Service, Team Building, Team Leadership, Team Coordination
Education
University of Kentucky 1998 — 2003
BS, Political Science
Eric Heick's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Paraplanner at Cardinal Pointe Financial Group
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Education
University of Louisville 2009 — 2011
BS, Finance and Economics
Western Kentucky University 2005 — 2007
Finance and Economics
Ameriprise Financial Services, Inc. August 2011 - Present
Education
University of Louisville 2009 — 2011
BS, Finance and Economics
Western Kentucky University 2005 — 2007
Finance and Economics
John Schoppe, WMS®, CRPC® John Schoppe, WMS®, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2005 - March 2007
Job Vice President of Business Development at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Inc. June 2012 - July 2014
Raymond James Financial Inc. March 2007 - June 2012
Ameriprise Financial Services, Inc. May 2005 - March 2007
Ameriprise Financial Services, Inc. 2003 - 2005
Ameriprise Financial Services, Inc. 2001 - 2003
Skills
Apple, Direct Recruiting, Mac OS X, iPhone, iPad, Leadership Development, User Interface Design, Series 7, Series 66, Series 9/10, Series 4, Uniform Combined State..., Recruiting, Strategic Financial..., FINRA, Microsoft Dynamics, Dashboard, Asset Allocation, Series 24, OS X
Education
University of Maine at Farmington 1997 — 2001
Bachelor of Science, Business/Managerial Economics
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Inc. June 2012 - July 2014
Raymond James Financial Inc. March 2007 - June 2012
Ameriprise Financial Services, Inc. May 2005 - March 2007
Ameriprise Financial Services, Inc. 2003 - 2005
Ameriprise Financial Services, Inc. 2001 - 2003
Skills
Apple, Direct Recruiting, Mac OS X, iPhone, iPad, Leadership Development, User Interface Design, Series 7, Series 66, Series 9/10, Series 4, Uniform Combined State..., Recruiting, Strategic Financial..., FINRA, Microsoft Dynamics, Dashboard, Asset Allocation, Series 24, OS X
Education
University of Maine at Farmington 1997 — 2001
Bachelor of Science, Business/Managerial Economics
Jibu Thomas Jibu Thomas's Ameriprise Financial Services, Inc. Experience August 2006 - April 2010
Job Scrum Master/Agile Coach at Capital One
Industry Financial Services
Experience
Capital One July 2013 - Present
HSBC Card Services/Capital One April 2010 - July 2013
Ameriprise Financial Services, Inc. August 2006 - April 2010
Infosys December 2000 - April 2010
Skills
PMP, SDLC, Program Management, Software Project..., Banking and Brokerage, Asset Managment, Credit Cards, Mainframe, Requirements Analysis, Integration, Change Management, Project Management, Management, Leadership, Testing, PMO, Business Analysis
Education
University of Kerala 1995 — 1999
Bachelors Degree, Engineering
Sacred Heart Changanacherry 1982 — 1992
High School
Capital One July 2013 - Present
HSBC Card Services/Capital One April 2010 - July 2013
Ameriprise Financial Services, Inc. August 2006 - April 2010
Infosys December 2000 - April 2010
Skills
PMP, SDLC, Program Management, Software Project..., Banking and Brokerage, Asset Managment, Credit Cards, Mainframe, Requirements Analysis, Integration, Change Management, Project Management, Management, Leadership, Testing, PMO, Business Analysis
Education
University of Kerala 1995 — 1999
Bachelors Degree, Engineering
Sacred Heart Changanacherry 1982 — 1992
High School
Rajiv Paliwal Rajiv Paliwal's Ameriprise Financial Services, Inc. Experience 1999 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1999 - Present
Education
University of La Verne 1990 — 1992
MBA
Doon School 1980 — 1986
Ameriprise Financial Services, Inc. 1999 - Present
Education
University of La Verne 1990 — 1992
MBA
Doon School 1980 — 1986
Nancy Eduvas Nancy Eduvas's Ameriprise Financial Services, Inc. Experience 2007 - 2009
Job Senior Financial Analyst at Regis Corporation
Industry Accounting
Experience
Regis Corporation December 2012 - Present
Robert Half Management Resources September 2012 - December 2012
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 2004 - 2007
Ameriprise Financial Services, Inc. 1999 - 2004
Ameriprise Financial Services, Inc. 1996 - 1999
Ameriprise Financial Services, Inc. 1993 - 1996
Ameriprise Financial Services, Inc. 1992 - 1993
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Strategic Financial..., Long Range Planning, Department Budgeting, Benefit Cost Analysis, Key Metrics, Process Improvement, Microsoft Excel, PowerPoint, Access, Analysis, Budgets, Accounting, Retirement Planning, Financial Services, Mutual Funds, Securities, Finance
Education
University of Iowa
B.B.A., Accounting
Regis Corporation December 2012 - Present
Robert Half Management Resources September 2012 - December 2012
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 2004 - 2007
Ameriprise Financial Services, Inc. 1999 - 2004
Ameriprise Financial Services, Inc. 1996 - 1999
Ameriprise Financial Services, Inc. 1993 - 1996
Ameriprise Financial Services, Inc. 1992 - 1993
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Strategic Financial..., Long Range Planning, Department Budgeting, Benefit Cost Analysis, Key Metrics, Process Improvement, Microsoft Excel, PowerPoint, Access, Analysis, Budgets, Accounting, Retirement Planning, Financial Services, Mutual Funds, Securities, Finance
Education
University of Iowa
B.B.A., Accounting
George Krzywicki CRPC George Krzywicki CRPC's Ameriprise Financial Services, Inc. Experience June 2009 - Present
Job Financial Advisor / Associate Vice President Ameriprise Financial Services, Inc. Chartered Retirement Planning Counselor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
Wells Fargo Advisors, LLC December 2003 - June 2009
Legg Mason September 1989 - December 2003
Skills
18 holes of golf is my..., Volunteering in...
Education
University of Maryland College Park 1968 — 1974
BA
Ameriprise Financial Services, Inc. June 2009 - Present
Wells Fargo Advisors, LLC December 2003 - June 2009
Legg Mason September 1989 - December 2003
Skills
18 holes of golf is my..., Volunteering in...
Education
University of Maryland College Park 1968 — 1974
BA
Jason Warnke, CFS®, CRPC® Jason Warnke, CFS®, CRPC®'s Ameriprise Financial Services, Inc. Experience August 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1999 - Present
Education
University of Maryland College Park 1995 — 1999
Bachelor's degree, Finance
Ameriprise Financial Services, Inc. August 1999 - Present
Education
University of Maryland College Park 1995 — 1999
Bachelor's degree, Finance
Timothy Keene Timothy Keene's Ameriprise Financial Services, Inc. Experience February 2009 - Present
Job Financial Advisor, CFP®
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2009 - Present
Merrill Lynch October 1997 - February 2009
Skills
Leadership, Investments, Mutual Funds, Public Speaking, Portfolio Management, Retirement Planning, Wealth Management, Finance, Strategic Planning, Series 7
Education
University of Maine 1991 — 1997
BA Civil Engineering, BA Resource Economics and Policy, Minor in Business
Maranacook Community School
Ameriprise Financial Services, Inc. February 2009 - Present
Merrill Lynch October 1997 - February 2009
Skills
Leadership, Investments, Mutual Funds, Public Speaking, Portfolio Management, Retirement Planning, Wealth Management, Finance, Strategic Planning, Series 7
Education
University of Maine 1991 — 1997
BA Civil Engineering, BA Resource Economics and Policy, Minor in Business
Maranacook Community School
Marie McNeill Marie McNeill's Ameriprise Financial Services, Inc. Experience January 2015 - May 2015
Job Public Affairs Intern at Mayo Clinic
Industry Marketing and Advertising
Experience
Mayo Clinic June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
Grand Central Restaurant January 2014 - August 2014
Skills
Operations Management, Social Media Marketing, Marketing Strategy, Marketing, Time Management, Teamwork, Business Analysis, Public Relations
Education
University of St. Thomas 2012 — 2016
Bachelor of Arts (B.A.), Marketing, Senior
University of London 2014 — 2014
Business Administration and Management, General, Junior
Stewartville High School 2010 — 2012
Mayo High School 2008 — 2010
General
Mayo Clinic June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
Grand Central Restaurant January 2014 - August 2014
Skills
Operations Management, Social Media Marketing, Marketing Strategy, Marketing, Time Management, Teamwork, Business Analysis, Public Relations
Education
University of St. Thomas 2012 — 2016
Bachelor of Arts (B.A.), Marketing, Senior
University of London 2014 — 2014
Business Administration and Management, General, Junior
Stewartville High School 2010 — 2012
Mayo High School 2008 — 2010
General
Steven Link, CRPC® Steven Link, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2010 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2010 - Present
Skills
Retirement Planning, Retirement, Investments
Education
University of Iowa 1988 — 1992
Economics
Ameriprise Financial Services, Inc. October 2010 - Present
Skills
Retirement Planning, Retirement, Investments
Education
University of Iowa 1988 — 1992
Economics
Chad Parker, CFP® Chad Parker, CFP®'s Ameriprise Financial Services, Inc. Experience November 2008 - April 2010
Job Associate Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2010 - Present
Ameriprise Financial Services, Inc. November 2008 - April 2010
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2008
BBA, Finance
Ameriprise Financial April 2010 - Present
Ameriprise Financial Services, Inc. November 2008 - April 2010
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2008
BBA, Finance
Scott Dyer, AAMS, CMFC's Ameriprise Financial Services, Inc. Experience August 2007 - Present
Job Financial Adviosr, Associate VicePresident at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
AMERIPRISE FINANCIAL ADVISORS August 2007 - Present
Ameriprise Financial Services, Inc. August 2007 - Present
A G Edwards & Sons, Inc. January 2002 - August 2007
Skills
IRA Rollover, Retirement Planning..., Investments, Insurance, Women's Financial..., Retirement Income...
Education
University of Louisiana at Lafayette 1963 — 1971
B.A., English, with minors in Gen. Bus., Spanish, History & Art
Lake Charles High School
AMERIPRISE FINANCIAL ADVISORS August 2007 - Present
Ameriprise Financial Services, Inc. August 2007 - Present
A G Edwards & Sons, Inc. January 2002 - August 2007
Skills
IRA Rollover, Retirement Planning..., Investments, Insurance, Women's Financial..., Retirement Income...
Education
University of Louisiana at Lafayette 1963 — 1971
B.A., English, with minors in Gen. Bus., Spanish, History & Art
Lake Charles High School
Gwen (Bruce) Villines, CRPC's Ameriprise Financial Services, Inc. Experience May 2013 - October 2014
Job Financial Services Professional
Industry Financial Services
Experience
Nationwide Retirement Solutions, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - October 2014
Diversified Investment Advisors February 2005 - August 2012
Raymond James Financial Inc. April 2000 - February 2005
Principal Financial Group January 1997 - April 2000
Skills
Series 7, Series 9, Series 10, Series 63, Brokerage Firm..., Chartered Retirement..., Strategic Financial..., Wealth Management, Securities, Mutual Funds, Investments, Asset Allocation, IRAs, Non-Qualified Deferred..., Retirement Planning, Retirement Plan..., Qualified Retirement..., Options, Pensions, Defined Benefit, Defined Contribution, Investment Advisory..., Investment Advisory..., General Securities..., Personal Financial..., Investment Management, Investment Advisory, Fixed Annuities, Variable Annuities, 401k Rollovers, Roth IRA, Alternative Investments, ETFs, Investment Strategies, College Savings Plans, Wealth, Wealth Accumulation, Wealth Management..., Risk Management, High Net Worth..., Relationship Management, Financial Goals, Stocks, Income Protection, 529 Plans, Portfolio Management, Financial Advisory, Financial Planners, Financial Services, Separately Managed...
Education
Murray State University 1993 — 1995
Bachelor of Business, Finance
University of Kentucky 1991 — 1992
Associate of Arts (A.A.), General Studies
Nationwide Retirement Solutions, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - October 2014
Diversified Investment Advisors February 2005 - August 2012
Raymond James Financial Inc. April 2000 - February 2005
Principal Financial Group January 1997 - April 2000
Skills
Series 7, Series 9, Series 10, Series 63, Brokerage Firm..., Chartered Retirement..., Strategic Financial..., Wealth Management, Securities, Mutual Funds, Investments, Asset Allocation, IRAs, Non-Qualified Deferred..., Retirement Planning, Retirement Plan..., Qualified Retirement..., Options, Pensions, Defined Benefit, Defined Contribution, Investment Advisory..., Investment Advisory..., General Securities..., Personal Financial..., Investment Management, Investment Advisory, Fixed Annuities, Variable Annuities, 401k Rollovers, Roth IRA, Alternative Investments, ETFs, Investment Strategies, College Savings Plans, Wealth, Wealth Accumulation, Wealth Management..., Risk Management, High Net Worth..., Relationship Management, Financial Goals, Stocks, Income Protection, 529 Plans, Portfolio Management, Financial Advisory, Financial Planners, Financial Services, Separately Managed...
Education
Murray State University 1993 — 1995
Bachelor of Business, Finance
University of Kentucky 1991 — 1992
Associate of Arts (A.A.), General Studies
Scott Upham Scott Upham's Ameriprise Financial Services, Inc. Experience March 2002 - December 2005
Job Managing Director at Cribstone Capital Management
Industry Investment Management
Experience
Cribstone Capital Management, LLC February 2012 - Present
Russell Investments December 2005 - February 2012
Russell Investment Group December 2005 - February 2012
Maine Maritime Museum February 2009 - January 2012
Ameriprise Financial Services, Inc. March 2002 - December 2005
Putnam Investments February 1999 - April 2002
Fleet Investment Services January 1993 - March 1999
Education
University of Maine 1988 — 1992
BS, Finance
Cribstone Capital Management, LLC February 2012 - Present
Russell Investments December 2005 - February 2012
Russell Investment Group December 2005 - February 2012
Maine Maritime Museum February 2009 - January 2012
Ameriprise Financial Services, Inc. March 2002 - December 2005
Putnam Investments February 1999 - April 2002
Fleet Investment Services January 1993 - March 1999
Education
University of Maine 1988 — 1992
BS, Finance
Kyle Lichtenstein, Sales & Marketing Management Kyle Lichtenstein, Sales & Marketing Management's Ameriprise Financial Services, Inc. Experience January 2000 - November 2011
Job Senior Financial Advisor, CRPC®
Industry Financial Services
Experience
Small Business Advantage November 2011 - Present
Ameriprise Financial Services, Inc. January 2000 - November 2011
Coleman Powersport April 1996 - November 1999
Skills
Financial Advisory, Investments, Portfolio Management, Insurance, Marketing, Sales Management, Client Service, Client Acquisition, Retirement Planning, Financial Services, Financial Planning, Leadership, Management, Wealth Management, Small Business, Mutual Funds, Life Insurance, Risk Management, Finance, Investment Advisory, Strategy, Asset Management, Investment Strategies, Retirement, Disability Insurance, Asset Allocation, Strategic Planning, Financial Analysis, Estate Planning, Equities, Relationship Management, Process Improvement, Marketing Strategy, Program Management, Team Building, Wealth, Sales, Securities, Microsoft Office, Alternative Investments
Education
University of Maryland College Park 1995 — 1999
Bachelor of Science (BS), Finance, 3.87 GPA
Small Business Advantage November 2011 - Present
Ameriprise Financial Services, Inc. January 2000 - November 2011
Coleman Powersport April 1996 - November 1999
Skills
Financial Advisory, Investments, Portfolio Management, Insurance, Marketing, Sales Management, Client Service, Client Acquisition, Retirement Planning, Financial Services, Financial Planning, Leadership, Management, Wealth Management, Small Business, Mutual Funds, Life Insurance, Risk Management, Finance, Investment Advisory, Strategy, Asset Management, Investment Strategies, Retirement, Disability Insurance, Asset Allocation, Strategic Planning, Financial Analysis, Estate Planning, Equities, Relationship Management, Process Improvement, Marketing Strategy, Program Management, Team Building, Wealth, Sales, Securities, Microsoft Office, Alternative Investments
Education
University of Maryland College Park 1995 — 1999
Bachelor of Science (BS), Finance, 3.87 GPA
Taylor Newton Taylor Newton's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Client Service Specialist
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Northwestern Mutual June 2014 - May 2015
Education
University of Jamestown 2011 — 2015
Financial Planning and Wealth Management, Business
Ameriprise Financial Services, Inc. May 2015 - Present
Northwestern Mutual June 2014 - May 2015
Education
University of Jamestown 2011 — 2015
Financial Planning and Wealth Management, Business
Jaime van Biljon, CFP® Jaime van Biljon, CFP®'s Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Financial Advisor at The GW Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. November 2011 - May 2015
Ameriprise Financial January 2011 - November 2011
Ameriprise Financial Services, Inc. April 2009 - January 2011
Ameriprise Financial February 2008 - March 2009
Ameriprise Financial January 2007 - February 2008
Ameriprise Financial January 2005 - December 2006
Ameriprise Financial Services, Inc. January 2004 - December 2004
Education
University of Rhode Island 2001 — 2003
MS, Labor Relations and Human Resources
University of Massachusetts Dartmouth 1995 — 1998
BA, Sociology
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. November 2011 - May 2015
Ameriprise Financial January 2011 - November 2011
Ameriprise Financial Services, Inc. April 2009 - January 2011
Ameriprise Financial February 2008 - March 2009
Ameriprise Financial January 2007 - February 2008
Ameriprise Financial January 2005 - December 2006
Ameriprise Financial Services, Inc. January 2004 - December 2004
Education
University of Rhode Island 2001 — 2003
MS, Labor Relations and Human Resources
University of Massachusetts Dartmouth 1995 — 1998
BA, Sociology
William Perryman William Perryman's Ameriprise Financial Services, Inc. Experience June 2006 - May 2008
Job Director of Financial Planning at Planning Solutions Group LLC
Industry Financial Services
Experience
Planning Solutions Group LLC August 2010 - Present
Stephen Schad and Associates May 2008 - August 2010
Ameriprise Financial Services, Inc. June 2006 - May 2008
Skills
Microsoft Excel, Asset Allocation, Retirement Planning, Finance, Salesforce.com, Investments, Strategic Financial..., Wealth Management, Bloomberg, Morningstar, Mutual Funds, Estate Planning, Financial Planning, Bonds, Series 7, Investment Strategies, 401k, Financial Modeling, Financial Reporting, Financial Statement...
Education
University of Maryland University College 2009 — 2012
Bachelor's degree, Finance, General
Planning Solutions Group LLC August 2010 - Present
Stephen Schad and Associates May 2008 - August 2010
Ameriprise Financial Services, Inc. June 2006 - May 2008
Skills
Microsoft Excel, Asset Allocation, Retirement Planning, Finance, Salesforce.com, Investments, Strategic Financial..., Wealth Management, Bloomberg, Morningstar, Mutual Funds, Estate Planning, Financial Planning, Bonds, Series 7, Investment Strategies, 401k, Financial Modeling, Financial Reporting, Financial Statement...
Education
University of Maryland University College 2009 — 2012
Bachelor's degree, Finance, General
Christopher Mallory's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Financial Advisor Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Education
University of Kentucky 1992 — 1997
Bachelor in Business Administration, Finance
Ameriprise Financial Services, Inc. February 2014 - Present
Education
University of Kentucky 1992 — 1997
Bachelor in Business Administration, Finance
Bonnie DiGiacomo's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Registered Sales Assistant for The Byers, Oltorik & Naber Group
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Paycor January 2007 - August 2014
Education
University of Kentucky
Ameriprise Financial Services, Inc. September 2014 - Present
Paycor January 2007 - August 2014
Education
University of Kentucky
Megan Chute Megan Chute's Ameriprise Financial Services, Inc. Experience May 2004 - December 2013
Job Associate Consultant, High Net Worth Consulting Team at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2014 - Present
LPL Financial January 2014 - December 2014
Ameriprise Financial Services, Inc. May 2004 - December 2013
Skills
Retirement Planning, Series 63, Investments, Series 7, Wealth Management, Strategic Financial..., Retirement, Estate Planning, Insurance, Mutual Funds, Finance, Investment Advisory, Securities, Asset Allocation, Financial Services, Portfolio Management, Investment Strategies, Asset Management, Alternative Investments, Financial Analysis, series 66, Life Insurance
Education
University of La Verne 2003 — 2007
BS, Business Administration
Bonita High School
LPL Financial December 2014 - Present
LPL Financial January 2014 - December 2014
Ameriprise Financial Services, Inc. May 2004 - December 2013
Skills
Retirement Planning, Series 63, Investments, Series 7, Wealth Management, Strategic Financial..., Retirement, Estate Planning, Insurance, Mutual Funds, Finance, Investment Advisory, Securities, Asset Allocation, Financial Services, Portfolio Management, Investment Strategies, Asset Management, Alternative Investments, Financial Analysis, series 66, Life Insurance
Education
University of La Verne 2003 — 2007
BS, Business Administration
Bonita High School
Scott White,CRPC® CLTC Scott White,CRPC® CLTC's Ameriprise Financial Services, Inc. Experience 2006 - Present
Job Financial Advisor & Business Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2006 - Present
Morgan Stanley May 2005 - May 2006
Cingular 1997 - 2004
Cingular 1995 - 1997
Skills
Retirement Planning, Estate Planning, Small Business, Finance, Saving for Education, Series 7, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Series 63, Asset Allocation, Retirement, Investment Advisory, Fixed Annuities
Education
University of Maine 1989 — 1993
BS, Finance
Cheverus High School 1986 — 1989
High School
College for Financial Planning
CRPC (r), Retirement Planning
Ameriprise Financial Services, Inc. 2006 - Present
Morgan Stanley May 2005 - May 2006
Cingular 1997 - 2004
Cingular 1995 - 1997
Skills
Retirement Planning, Estate Planning, Small Business, Finance, Saving for Education, Series 7, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Series 63, Asset Allocation, Retirement, Investment Advisory, Fixed Annuities
Education
University of Maine 1989 — 1993
BS, Finance
Cheverus High School 1986 — 1989
High School
College for Financial Planning
CRPC (r), Retirement Planning
John Matzelle John Matzelle's Ameriprise Financial Services, Inc. Experience 2012 - 2013
Job Account Executive at Kinetic Social
Industry Marketing and Advertising
Experience
Kinetic Social August 2014 - Present
Booker Software September 2013 - August 2014
Russo Consultants July 2012 - July 2013
Ameriprise Financial Services, Inc. 2012 - 2013
University of Maryland Athletic Department November 2011 - March 2012
Skills
PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Marketing Strategy, Recruiting, Sales, Marketing, Public Speaking
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (BS), Marketing
Kinetic Social August 2014 - Present
Booker Software September 2013 - August 2014
Russo Consultants July 2012 - July 2013
Ameriprise Financial Services, Inc. 2012 - 2013
University of Maryland Athletic Department November 2011 - March 2012
Skills
PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Marketing Strategy, Recruiting, Sales, Marketing, Public Speaking
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (BS), Marketing
Adam Dunaway Adam Dunaway's Ameriprise Financial Services, Inc. Experience May 2007 - September 2008
Job Actuarial Analyst at Aon Risk Solutions
Industry Financial Services
Experience
Aon Risk Solutions September 2014 - Present
MLF Lexserv, LP July 2014 - August 2014
MLF Lexserv, LP July 2012 - June 2014
Maple Life Financial LLC December 2008 - June 2012
Ameriprise Financial Services, Inc. May 2007 - September 2008
Skills
Analysis, Data Analysis, Portfolio Management, Investments, Finance, Microsoft Excel, Financial Analysis, Financial Services, Valuation, Financial Modeling, Leadership, Capital Markets, Risk Management, Due Diligence, Insurance, Business Analysis, Microsoft Office, Customer Service
Education
University of Maryland College Park 2004 — 2007
Bachelor’s Degree, Economics and Actuarial Mathematics
Aon Risk Solutions September 2014 - Present
MLF Lexserv, LP July 2014 - August 2014
MLF Lexserv, LP July 2012 - June 2014
Maple Life Financial LLC December 2008 - June 2012
Ameriprise Financial Services, Inc. May 2007 - September 2008
Skills
Analysis, Data Analysis, Portfolio Management, Investments, Finance, Microsoft Excel, Financial Analysis, Financial Services, Valuation, Financial Modeling, Leadership, Capital Markets, Risk Management, Due Diligence, Insurance, Business Analysis, Microsoft Office, Customer Service
Education
University of Maryland College Park 2004 — 2007
Bachelor’s Degree, Economics and Actuarial Mathematics
Nikita Shenoy Nikita Shenoy's Ameriprise Financial Services, Inc. Experience August 2010 - August 2010
Job Portfolio Management Officer I at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America June 2011 - August 2011
Travesky & Associates March 2011 - June 2011
Ameriprise Financial Services, Inc. August 2010 - August 2010
RE/MAX June 2009 - January 2010
Skills
Mac OS x 10.5 (Expert), Windows 7 (Expert), Microsoft Office..., Adobe Creative Suite...
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science, Finance and International Business
Colts Neck High School 2004 — 2008
Bank of America June 2011 - August 2011
Travesky & Associates March 2011 - June 2011
Ameriprise Financial Services, Inc. August 2010 - August 2010
RE/MAX June 2009 - January 2010
Skills
Mac OS x 10.5 (Expert), Windows 7 (Expert), Microsoft Office..., Adobe Creative Suite...
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science, Finance and International Business
Colts Neck High School 2004 — 2008
Brian Stallings, CDFM Brian Stallings, CDFM's Ameriprise Financial Services, Inc. Experience July 2001 - August 2002
Job Associate, Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton August 2009 - Present
FINRA November 2005 - August 2009
Financial Industry Regulatory Authority (FINRA) 2005 - 2009
FINRA May 2003 - October 2005
UBS PaineWebber 2002 - 2003
Ameriprise Financial Services, Inc. July 2001 - August 2002
Skills
Business Strategy, Financial Modeling, Valuation, Corporate Finance, Fixed Income, Capital Markets, Data Analysis, Economics, Financial Analysis, Financial Markets, Risk Management, Securities, Finance, Management, Management Consulting, Strategic Planning, Program Management, Strategy, Due Diligence, Private Equity, Bloomberg, Equities, Forecasting, Investments, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2009
C.F.A., Chartered Financial Analyst Level 2 Candidate
University of Maryland - Robert H. Smith School of Business 2006 — 2009
MBA, Finance / Mgmt. Consulting
University of Maryland College Park 1997 — 2001
BS, Finance
Booz Allen Hamilton August 2009 - Present
FINRA November 2005 - August 2009
Financial Industry Regulatory Authority (FINRA) 2005 - 2009
FINRA May 2003 - October 2005
UBS PaineWebber 2002 - 2003
Ameriprise Financial Services, Inc. July 2001 - August 2002
Skills
Business Strategy, Financial Modeling, Valuation, Corporate Finance, Fixed Income, Capital Markets, Data Analysis, Economics, Financial Analysis, Financial Markets, Risk Management, Securities, Finance, Management, Management Consulting, Strategic Planning, Program Management, Strategy, Due Diligence, Private Equity, Bloomberg, Equities, Forecasting, Investments, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2009
C.F.A., Chartered Financial Analyst Level 2 Candidate
University of Maryland - Robert H. Smith School of Business 2006 — 2009
MBA, Finance / Mgmt. Consulting
University of Maryland College Park 1997 — 2001
BS, Finance
Ann H. Lung, CFP® Ann H. Lung, CFP®'s Ameriprise Financial Services, Inc. Experience 1989 - Present
Job Financial Advisor, Lung & Shiring | A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1989 - Present
Education
University of Maryland University College
B.S., Economics
Ameriprise Financial Services, Inc. 1989 - Present
Education
University of Maryland University College
B.S., Economics
Brittni Carr's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Customer Service Representative at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Jamestown Regional Medical Center October 2009 - August 2014
Skills
Healthcare, Customer Service, Microsoft Office, Microsoft Word, Leadership, Office Management, Filing, Electronic Filing, Clerical Skills, Phone Etiquette, Data Entry, Social Media Marketing, Marketing
Education
Jamestown College 2009 — 2012
Bachelor of Arts (BA), Business Administration and Financial Planning
Carrington High School 2005 — 2009
Ameriprise Financial Services, Inc. July 2012 - Present
Jamestown Regional Medical Center October 2009 - August 2014
Skills
Healthcare, Customer Service, Microsoft Office, Microsoft Word, Leadership, Office Management, Filing, Electronic Filing, Clerical Skills, Phone Etiquette, Data Entry, Social Media Marketing, Marketing
Education
Jamestown College 2009 — 2012
Bachelor of Arts (BA), Business Administration and Financial Planning
Carrington High School 2005 — 2009
John Yetman's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Financial Advisor | Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Morgan Stanley December 2008 - June 2015
UBS June 2004 - December 2008
Wachovia Securities December 2000 - June 2004
Moors and Cabot June 1992 - December 1998
Skills
Investments, Finance, Financial Planning, Management, Retirement Planning, Wealth Management, Financial Advisory, Strategic Planning, Leadership, Retirement
Education
University of Maryland College Park 1977 — 1981
Bachelor's degree, Accounting
Ameriprise Financial Services, Inc. June 2015 - Present
Morgan Stanley December 2008 - June 2015
UBS June 2004 - December 2008
Wachovia Securities December 2000 - June 2004
Moors and Cabot June 1992 - December 1998
Skills
Investments, Finance, Financial Planning, Management, Retirement Planning, Wealth Management, Financial Advisory, Strategic Planning, Leadership, Retirement
Education
University of Maryland College Park 1977 — 1981
Bachelor's degree, Accounting
Eric Friedman, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2009 - Present
Banc of America Investments August 2006 - February 2009
Paychex, Inc 2001 - 2006
Gocargo.com November 1999 - April 2001
Education
University of Maryland College Park 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Ameriprise Financial Services, Inc. February 2009 - Present
Banc of America Investments August 2006 - February 2009
Paychex, Inc 2001 - 2006
Gocargo.com November 1999 - April 2001
Education
University of Maryland College Park 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Bobby D. Harris's Ameriprise Financial Services, Inc. Experience 2002 - Present
Job Financial Advisor/Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2002 - Present
Morgan Stanley September 2000 - January 2002
Education
University of Maryland College Park 1996 — 2000
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. 2002 - Present
Morgan Stanley September 2000 - January 2002
Education
University of Maryland College Park 1996 — 2000
Bachelor of Science (B.S.), Finance
Shelly Hoppe's Ameriprise Financial Services, Inc. Experience 1992 - 2005
Job Assistant Vice President at US Bank
Industry Banking
Experience
US Bank January 2012 - Present
Blue Cross Blue Shield of Minnesota January 2008 - December 2011
Weatherly Consulting March 2006 - December 2007
Woodbury Financial March 2005 - March 2006
Ameriprise Financial Services, Inc. 1992 - 2005
Skills
Process Improvement, Business Analysis, SDLC, Project Management, Technical Documentation, Vendor Management, Management, Business Process..., Information Technology, Enterprise Architecture, Requirements Gathering, Software Project..., Visio, PMO, Project Portfolio..., Disaster Recovery, Requirements Analysis, Business Process, IT Strategy, Data Warehousing, IT Management, MS Project, IT Service Management, Agile Methodologies, Software Development, Integration, Governance, User Acceptance Testing, Consulting, Business Requirements, SharePoint, Project Delivery, Analysis, Resource Management, Change Management, Business Intelligence, ITIL, Software Documentation, PMP, Quality Assurance, Risk Management, Agile Project Management, Program Management, Systems Analysis, Solution Architecture, Cross-functional Team..., Outsourcing, Waterfall, Testing, IT Operations
Education
University of Iowa 1986 — 1990
BA, Journalism
US Bank January 2012 - Present
Blue Cross Blue Shield of Minnesota January 2008 - December 2011
Weatherly Consulting March 2006 - December 2007
Woodbury Financial March 2005 - March 2006
Ameriprise Financial Services, Inc. 1992 - 2005
Skills
Process Improvement, Business Analysis, SDLC, Project Management, Technical Documentation, Vendor Management, Management, Business Process..., Information Technology, Enterprise Architecture, Requirements Gathering, Software Project..., Visio, PMO, Project Portfolio..., Disaster Recovery, Requirements Analysis, Business Process, IT Strategy, Data Warehousing, IT Management, MS Project, IT Service Management, Agile Methodologies, Software Development, Integration, Governance, User Acceptance Testing, Consulting, Business Requirements, SharePoint, Project Delivery, Analysis, Resource Management, Change Management, Business Intelligence, ITIL, Software Documentation, PMP, Quality Assurance, Risk Management, Agile Project Management, Program Management, Systems Analysis, Solution Architecture, Cross-functional Team..., Outsourcing, Waterfall, Testing, IT Operations
Education
University of Iowa 1986 — 1990
BA, Journalism
Bruce Klemm's Ameriprise Financial Services, Inc. Experience 2004 - 2006
Job Consultant
Industry Financial Services
Experience
Fidelity Investments December 2007 - March 2014
Retail Business 2006 - 2007
Ameriprise Financial Services, Inc. 2004 - 2006
Retail Business 2002 - 2004
Penske Auto Centers 1998 - 2002
Jiffy Lube International 1990 - 1998
Western Auto Supply Co 1974 - 1989
Skills
Leadership, Business Strategy, Sales Management, Retail, Training, Sales, Customer Service, Team Building, Customer Satisfaction, Process Improvement, Time Management, Recruiting, Small Business, Strategic Planning
Education
University of Louisville 1977 — 1980
Bachelor of Science & Commerce, Management
Fidelity Investments December 2007 - March 2014
Retail Business 2006 - 2007
Ameriprise Financial Services, Inc. 2004 - 2006
Retail Business 2002 - 2004
Penske Auto Centers 1998 - 2002
Jiffy Lube International 1990 - 1998
Western Auto Supply Co 1974 - 1989
Skills
Leadership, Business Strategy, Sales Management, Retail, Training, Sales, Customer Service, Team Building, Customer Satisfaction, Process Improvement, Time Management, Recruiting, Small Business, Strategic Planning
Education
University of Louisville 1977 — 1980
Bachelor of Science & Commerce, Management
Lindsay Rath's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Planning assistant at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
BlueCross BlueShield of Wyoming September 2005 - May 2012
Skills
Account Management, Marketing Communications, Public Speaking, Sales Management, Event Planning, Marketing Strategy, Public Relations
Education
Jamestown College 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Communications
Ray High School
Ray High School
Ameriprise Financial Services, Inc. June 2012 - Present
BlueCross BlueShield of Wyoming September 2005 - May 2012
Skills
Account Management, Marketing Communications, Public Speaking, Sales Management, Event Planning, Marketing Strategy, Public Relations
Education
Jamestown College 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Communications
Ray High School
Ray High School
Sean Hayward's Ameriprise Financial Services, Inc. Experience June 2004 - March 2006
Job VP and Head of US Actuarial Library Development at SunGard Insurance
Industry Computer Software
Experience
SunGard Insurance October 2014 - Present
GGY Inc. September 2013 - October 2014
Allianz Life June 2012 - September 2013
GGY Inc. July 2009 - May 2012
Tetrem Capital Management February 2008 - July 2009
Allianz Life March 2006 - February 2008
Ameriprise Financial Services, Inc. June 2004 - March 2006
Deloitte Consulting May 1999 - June 2004
Skills
ALM, Actuarial Science, Financial Risk, Valuation, Risk Management, Enterprise Risk..., Financial Modeling, Business Process...
Education
University of Minnesota - Carlson School of Management 2002 — 2005
MBA, Finance
University of Manitoba 1995 — 2000
B Comm, Actuarial Math & Finance
SunGard Insurance October 2014 - Present
GGY Inc. September 2013 - October 2014
Allianz Life June 2012 - September 2013
GGY Inc. July 2009 - May 2012
Tetrem Capital Management February 2008 - July 2009
Allianz Life March 2006 - February 2008
Ameriprise Financial Services, Inc. June 2004 - March 2006
Deloitte Consulting May 1999 - June 2004
Skills
ALM, Actuarial Science, Financial Risk, Valuation, Risk Management, Enterprise Risk..., Financial Modeling, Business Process...
Education
University of Minnesota - Carlson School of Management 2002 — 2005
MBA, Finance
University of Manitoba 1995 — 2000
B Comm, Actuarial Math & Finance
Bonnie Butler's Ameriprise Financial Services, Inc. Experience December 2011 - June 2013
Job Realtor at Rozansky Group of Long & Foster Real Estate, Inc.
Industry Real Estate
Experience
Rozansky Group of Long & Foster Real Estate, Inc. Registered Sales AssistantSandy Spring Wealth ManagementJune 2013 - August 2014
LPL Financial June 2013 - June 2013
Ameriprise Financial Services, Inc. December 2011 - June 2013
Long & Foster June 2004 - December 2012
Smith Barney 1984 - 2004
Skills
Sellers, Real Estate, Investment Properties, Residential Homes, Short Sales, First Time Home Buyers, Foreclosures, Investors, Relocation, REO, Single Family Homes, Buyer Representation, Condos, Rentals, Real Estate Transactions, New Home Sales, Listings, Property Management, Referrals, Real Estate Development, Investments, Brokerage, Sales
Education
Walter Johnson HS Bethesda, MD 1969 — 1972
University of Maryland College Park
Rozansky Group of Long & Foster Real Estate, Inc. Registered Sales AssistantSandy Spring Wealth ManagementJune 2013 - August 2014
LPL Financial June 2013 - June 2013
Ameriprise Financial Services, Inc. December 2011 - June 2013
Long & Foster June 2004 - December 2012
Smith Barney 1984 - 2004
Skills
Sellers, Real Estate, Investment Properties, Residential Homes, Short Sales, First Time Home Buyers, Foreclosures, Investors, Relocation, REO, Single Family Homes, Buyer Representation, Condos, Rentals, Real Estate Transactions, New Home Sales, Listings, Property Management, Referrals, Real Estate Development, Investments, Brokerage, Sales
Education
Walter Johnson HS Bethesda, MD 1969 — 1972
University of Maryland College Park
Tracy Powell's Ameriprise Financial Services, Inc. Experience January 2005 - June 2007
Job Founder of The Blak Business Directory
Industry Internet
Experience
Blak Business Directory August 2015 - Present
Big Web Inc. July 2011 - Present
P2 Investment Advisors Inc. January 2007 - June 2011
Alpha Phi Alpha Fraternity, Inc. 1982 - 2011
Ameriprise Financial Services, Inc. January 2005 - June 2007
Skills
Internet Services, Online Marketing, Web site design, Search engine..., Mobile Applications, Writers, SEO, Web Design
Education
University of Iowa 1981 — 1985
BA, Economics
Central high school 1979 — 1981
History
Blak Business Directory August 2015 - Present
Big Web Inc. July 2011 - Present
P2 Investment Advisors Inc. January 2007 - June 2011
Alpha Phi Alpha Fraternity, Inc. 1982 - 2011
Ameriprise Financial Services, Inc. January 2005 - June 2007
Skills
Internet Services, Online Marketing, Web site design, Search engine..., Mobile Applications, Writers, SEO, Web Design
Education
University of Iowa 1981 — 1985
BA, Economics
Central high school 1979 — 1981
History
Manny Mathews's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
The Brandt Company August 2012 - July 2014
Fidlar Printing Company September 2009 - August 2012
The Johnson Group November 2000 - September 2009
Graphic Image, Inc. November 1999 - November 2000
Graphic Image, Inc. January 1995 - November 1999
Education
University of Iowa
B.A., Communication Studies
Ameriprise Financial Services, Inc. September 2014 - Present
The Brandt Company August 2012 - July 2014
Fidlar Printing Company September 2009 - August 2012
The Johnson Group November 2000 - September 2009
Graphic Image, Inc. November 1999 - November 2000
Graphic Image, Inc. January 1995 - November 1999
Education
University of Iowa
B.A., Communication Studies
Myron Thornberry's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Project Manager | Packaging & Print Consultant
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Cimarron Winter November 2013 - Present
Myron Thornberry November 2013 - July 2014
Regis Corporation January 2008 - April 2013
Regis Corporation January 2006 - January 2008
Regis Corporation March 2005 - January 2006
Regis Corporation April 1999 - March 2005
Summit Medical Systems 1994 - 1998
Skills
Marketing, Cross-functional Team..., Direct Mail, Purchasing, Retail, Leadership, Digital Printing, Management, Negotiation, Vendor Management, Customer Service, Advertising, Project Management, Process Improvement, Integrated Marketing, Sourcing, Creative Problem Solving, Training, Direct Marketing, Packaging, Email Marketing, Lotus Notes, Time Management, Microsoft Excel, POS, Marketing Strategy, Lifesciences, Press Checks, Trade Shows, Account Management, Collateral, Print Production..., Color Management, Inventory Management, Pre-press, Problem Solving, Vendor Relations, Print, Brochures, Organization, Relocation, Basecamp, QuickBooks, Retail Packaging, LogicSource OneMarket, IQ Navigator, 'Organize' digital..., Print Management
Education
University of St. Thomas 2013 — 2013
Certified Professional Project Manager (CPPM), Center for Business Excellence, Opus College of Business
University of Minnesota-Twin Cities 1987 — 1989
2 years toward Master of Science, Plant Physiology
University of Kentucky 1983 — 1987
Bachelors of Science, Horticulture
Ameriprise Financial Services, Inc. October 2014 - Present
Cimarron Winter November 2013 - Present
Myron Thornberry November 2013 - July 2014
Regis Corporation January 2008 - April 2013
Regis Corporation January 2006 - January 2008
Regis Corporation March 2005 - January 2006
Regis Corporation April 1999 - March 2005
Summit Medical Systems 1994 - 1998
Skills
Marketing, Cross-functional Team..., Direct Mail, Purchasing, Retail, Leadership, Digital Printing, Management, Negotiation, Vendor Management, Customer Service, Advertising, Project Management, Process Improvement, Integrated Marketing, Sourcing, Creative Problem Solving, Training, Direct Marketing, Packaging, Email Marketing, Lotus Notes, Time Management, Microsoft Excel, POS, Marketing Strategy, Lifesciences, Press Checks, Trade Shows, Account Management, Collateral, Print Production..., Color Management, Inventory Management, Pre-press, Problem Solving, Vendor Relations, Print, Brochures, Organization, Relocation, Basecamp, QuickBooks, Retail Packaging, LogicSource OneMarket, IQ Navigator, 'Organize' digital..., Print Management
Education
University of St. Thomas 2013 — 2013
Certified Professional Project Manager (CPPM), Center for Business Excellence, Opus College of Business
University of Minnesota-Twin Cities 1987 — 1989
2 years toward Master of Science, Plant Physiology
University of Kentucky 1983 — 1987
Bachelors of Science, Horticulture
Sharon Mckinney's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Sr Manager Business System Analysts at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial June 2010 - Present
Ameriprise Financial Services, Inc. March 2007 - July 2010
Skills
Analysis, Access, Business Analysis, Business Process, Business Requirements, Financial Services, Insurance, Integration, Management, Mergers, Mutual Funds, Process Improvement, Requirements Analysis, Requirements Gathering, Securities, Series 7, Software Documentation, Testing, Training, Vendor Management
Education
University of Iowa 1989 — 2004
Bachelor of Arts (B.A.), Anthropology
Ameriprise Financial August 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial June 2010 - Present
Ameriprise Financial Services, Inc. March 2007 - July 2010
Skills
Analysis, Access, Business Analysis, Business Process, Business Requirements, Financial Services, Insurance, Integration, Management, Mergers, Mutual Funds, Process Improvement, Requirements Analysis, Requirements Gathering, Securities, Series 7, Software Documentation, Testing, Training, Vendor Management
Education
University of Iowa 1989 — 2004
Bachelor of Arts (B.A.), Anthropology
Jaclyn Stanley, CFP®'s Ameriprise Financial Services, Inc. Experience April 2007 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2007 - Present
Ameriprise Financial Services, Inc. May 2004 - April 2007
Education
University of Massachusetts Boston
Bachelor's, Business/Finance
Ameriprise Financial Services, Inc. April 2007 - Present
Ameriprise Financial Services, Inc. May 2004 - April 2007
Education
University of Massachusetts Boston
Bachelor's, Business/Finance
Jase Johnson's Ameriprise Financial Services, Inc. Experience September 2006 - February 2008
Job Sr. Business Strategist at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group January 2014 - Present
Principal Financial Group April 2012 - December 2013
Principal Financial Group February 2008 - April 2012
Ameriprise Financial Services, Inc. September 2006 - February 2008
Ameriprise Financial Services, Inc. June 2005 - September 2006
TD Ameritrade 2004 - 2004
Skills
Financial Analysis, Accounting, Insurance, Finance, Financial Reporting, Team Building, Process Improvement, Strategic Financial..., Mutual Funds, Analysis, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
Master of Business Administration (MBA), Finance
Peru State College 1999 — 2003
Bachelor of Arts, Business Education
Principal Financial Group January 2014 - Present
Principal Financial Group April 2012 - December 2013
Principal Financial Group February 2008 - April 2012
Ameriprise Financial Services, Inc. September 2006 - February 2008
Ameriprise Financial Services, Inc. June 2005 - September 2006
TD Ameritrade 2004 - 2004
Skills
Financial Analysis, Accounting, Insurance, Finance, Financial Reporting, Team Building, Process Improvement, Strategic Financial..., Mutual Funds, Analysis, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
Master of Business Administration (MBA), Finance
Peru State College 1999 — 2003
Bachelor of Arts, Business Education
Jeffery Pulford's Ameriprise Financial Services, Inc. Experience Branch ManagerNVRM Finance, Inc.2005 - 2007
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. Branch ManagerNVRM Finance, Inc.2005 - 2007
Waterfield Financial 1997 - 2005
Education
University of Maryland College Park 1973 — 1977
BA, Political Science, Philosophy, Business
Ameriprise Financial Services, Inc. Branch ManagerNVRM Finance, Inc.2005 - 2007
Waterfield Financial 1997 - 2005
Education
University of Maryland College Park 1973 — 1977
BA, Political Science, Philosophy, Business
Katherine Larlee's Ameriprise Financial Services, Inc. Experience September 2003 - Present
Job Registered Principal Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial September 2004 - Present
Ameriprise Financial Services, Inc. September 2003 - Present
Education
University of Louisville 1984 — 1989
BA
University of Louisville
BS Bachelor of Science Business
Ameriprise Financial September 2004 - Present
Ameriprise Financial Services, Inc. September 2003 - Present
Education
University of Louisville 1984 — 1989
BA
University of Louisville
BS Bachelor of Science Business
Dev Shah, CIMA's Ameriprise Financial Services, Inc. Experience April 2007 - May 2009
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock July 2009 - Present
RiverSource Asset Management April 2007 - May 2009
Ameriprise Financial Services, Inc. April 2007 - May 2009
RiverSource/Seligman Investments April 2007 - May 2009
Rydex Investments April 2002 - 2007
Education
University of Maryland College Park 1994 — 1998
Bachelors, Finance
BlackRock July 2009 - Present
RiverSource Asset Management April 2007 - May 2009
Ameriprise Financial Services, Inc. April 2007 - May 2009
RiverSource/Seligman Investments April 2007 - May 2009
Rydex Investments April 2002 - 2007
Education
University of Maryland College Park 1994 — 1998
Bachelors, Finance
Jeffrey Bellucci, ChFC, CRPC's Ameriprise Financial Services, Inc. Experience May 1999 - Present
Job Private Wealth Advisor at Cardinal Pointe Financial Group A private wealth advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1999 - Present
Hopeful Hearts Foundation, Inc. May 2002 - May 2011
Quest Engineers, Inc. 1995 - 1999
Education
University of Kentucky 1993 — 1995
Master of Science, Civil Engineering
Ameriprise Financial Services, Inc. May 1999 - Present
Hopeful Hearts Foundation, Inc. May 2002 - May 2011
Quest Engineers, Inc. 1995 - 1999
Education
University of Kentucky 1993 — 1995
Master of Science, Civil Engineering
Jeffrey Burnett's Ameriprise Financial Services, Inc. Experience 2001 - 2003
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Duerr, Mullaney & Associates private wealth advisory practice of Ameriprise Financial Services, Inc. March 1997 - Present
Somnio Real Estate, LLC May 2014 - Present
Ameriprise Financial Services, Inc. 2001 - 2003
Humana 1991 - 1996
Oldham County Schools 1989 - 1990
Education
University of Louisville 1988 — 1989
Master of Arts in Teaching, Social Studies
University of Louisville 1981 — 1985
Bachelor of Arts (B.A.), Communications
Duerr, Mullaney & Associates private wealth advisory practice of Ameriprise Financial Services, Inc. March 1997 - Present
Somnio Real Estate, LLC May 2014 - Present
Ameriprise Financial Services, Inc. 2001 - 2003
Humana 1991 - 1996
Oldham County Schools 1989 - 1990
Education
University of Louisville 1988 — 1989
Master of Arts in Teaching, Social Studies
University of Louisville 1981 — 1985
Bachelor of Arts (B.A.), Communications
Joey Wilder'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 December 2006 - October 2011
Edward Jones October 2003 - December 2006
Education
University of South Florida 1992 — 1994
BS, Communications
Saint Petersburg Junior college 1990 — 1992
Associate of Arts (A.A.)
University of Maryland College Park 1986 — 1988
Ameriprise Financial Services, Inc. October 2011 - Present
Morgan Stanley December 2006 - October 2011
Edward Jones October 2003 - December 2006
Education
University of South Florida 1992 — 1994
BS, Communications
Saint Petersburg Junior college 1990 — 1992
Associate of Arts (A.A.)
University of Maryland College Park 1986 — 1988
Mike Mohl's Ameriprise Financial Services, Inc. Experience July 2008 - Present
Job Associate Financial Advisor/Business Financial Advisor at Ameriprise Financial & Consilium Wealth Group
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2008 - Present
Bob's Pickup & Delivery, Inc. June 2000 - June 2008
Omni Electronics, Inc. March 1993 - June 2000
Education
University of Jamestown 1983 — 1987
B.A., Business Administration, Computer Science
Ameriprise Financial Services, Inc. July 2008 - Present
Bob's Pickup & Delivery, Inc. June 2000 - June 2008
Omni Electronics, Inc. March 1993 - June 2000
Education
University of Jamestown 1983 — 1987
B.A., Business Administration, Computer Science
Todd Gavelek's Ameriprise Financial Services, Inc. Experience May 2007 - November 2008
Job Financial Consultant Associate at PNC Investments
Industry Financial Services
Experience
PNC Investments July 2010 - Present
Ameriprise Financial Services, Inc. May 2007 - November 2008
Education
University of Maryland College Park 2003 — 2007
BA, Economics and Criminal Justice
PNC Investments July 2010 - Present
Ameriprise Financial Services, Inc. May 2007 - November 2008
Education
University of Maryland College Park 2003 — 2007
BA, Economics and Criminal Justice
Ganesh Murugesan's Ameriprise Financial Services, Inc. Experience January 2007 - May 2009
Job Harris Computer Systems
Industry Information Technology and Services
Experience
Harris Computer Systems May 2012 - Present
Lender Processing Services, Inc. (LPS) May 2011 - May 2012
JPMorgan Chase May 2009 - April 2011
Ameriprise Financial Services, Inc. January 2007 - May 2009
AV Systems May 2004 - December 2006
Skills
.NET, Microsoft SQL Server, WCF, TFS, Business Intelligence, ASP.NET, Visual Studio, SDLC, Agile Methodologies, C#, Enterprise Architecture, Web Services, XML, SOA, T-SQL, Entity Framework, SQL Server Management..., MVC Architecture, Kanban, Scrum
Education
University of Madras 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Science
University of Madras 1998 — 2001
Bachelor of Science (B.Sc.), Computer Science
Sacred Heart Convent Higher Secondary School 1986 — 1998
HSS, Computer Science
Harris Computer Systems May 2012 - Present
Lender Processing Services, Inc. (LPS) May 2011 - May 2012
JPMorgan Chase May 2009 - April 2011
Ameriprise Financial Services, Inc. January 2007 - May 2009
AV Systems May 2004 - December 2006
Skills
.NET, Microsoft SQL Server, WCF, TFS, Business Intelligence, ASP.NET, Visual Studio, SDLC, Agile Methodologies, C#, Enterprise Architecture, Web Services, XML, SOA, T-SQL, Entity Framework, SQL Server Management..., MVC Architecture, Kanban, Scrum
Education
University of Madras 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Science
University of Madras 1998 — 2001
Bachelor of Science (B.Sc.), Computer Science
Sacred Heart Convent Higher Secondary School 1986 — 1998
HSS, Computer Science
Quentin Young's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. May 2005 - December 2011
Ameriprise financial 2004 - December 2011
Skills
Protection..., Saving for Education, Retirement Plan..., Retirement Income..., Wealth Preservation...
Education
University of Maine 1969 — 1973
Bachelor's degree, Electrical and Electronics Engineering
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. May 2005 - December 2011
Ameriprise financial 2004 - December 2011
Skills
Protection..., Saving for Education, Retirement Plan..., Retirement Income..., Wealth Preservation...
Education
University of Maine 1969 — 1973
Bachelor's degree, Electrical and Electronics Engineering
Reed Pawelk's Ameriprise Financial Services, Inc. Experience March 2004 - Present
Job Financial Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2004 - Present
Ameriprise Financial Services, Inc. March 2004 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
Finance, Economics
Ameriprise Financial Services, Inc. March 2004 - Present
Ameriprise Financial Services, Inc. March 2004 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
Finance, Economics
Naga Someswara Rao Kamma's Ameriprise Financial Services, Inc. Experience April 2007 - September 2009
Job Technical Lead at JPMorgan Chase
Industry Outsourcing/Offshoring
Experience
JPMorgan Chase April 2012 - Present
JPMorgan Chase May 2011 - March 2012
Credit Suisse October 2009 - April 2011
Ameriprise Financial Services, Inc. April 2007 - September 2009
Skills
Business Requirements, JavaScript, .NET, Websphere, ASP, Database Administration, Architecture, Software Development, Functional Requirements, Automation, Computer Hardware, Insurance, Visual C#, Customer Service, Finance, Strategic Financial..., WCF, Microsoft SQL Server, ASP.NET, Funding, VSS, Agile Methodologies, Databases, Architectures, XML, Requirements Analysis, C#, T-SQL, SSIS
Education
University of Madras 2000 — 2003
MCA, Computers
C. R Reddy College 1997 — 2000
Bachelor of Science, Electronics
ZPPH School 1995 — 1995
X, X th standard
JPMorgan Chase April 2012 - Present
JPMorgan Chase May 2011 - March 2012
Credit Suisse October 2009 - April 2011
Ameriprise Financial Services, Inc. April 2007 - September 2009
Skills
Business Requirements, JavaScript, .NET, Websphere, ASP, Database Administration, Architecture, Software Development, Functional Requirements, Automation, Computer Hardware, Insurance, Visual C#, Customer Service, Finance, Strategic Financial..., WCF, Microsoft SQL Server, ASP.NET, Funding, VSS, Agile Methodologies, Databases, Architectures, XML, Requirements Analysis, C#, T-SQL, SSIS
Education
University of Madras 2000 — 2003
MCA, Computers
C. R Reddy College 1997 — 2000
Bachelor of Science, Electronics
ZPPH School 1995 — 1995
X, X th standard
Austin Guntz, MBA, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Ameriprise Financial Paraplanner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2012 - Present
Education
University of New Orleans 2012 — 2013
Master of Business Administration (M.B.A.)
University of Louisiana at Lafayette 2008 — 2012
Bachelor of Science in Business Administraion
LSU Laboratory School 1995 — 2008
High School Diploma
Ameriprise Financial Services, Inc. May 2012 - Present
Education
University of New Orleans 2012 — 2013
Master of Business Administration (M.B.A.)
University of Louisiana at Lafayette 2008 — 2012
Bachelor of Science in Business Administraion
LSU Laboratory School 1995 — 2008
High School Diploma
Brian Rutland's Ameriprise Financial Services, Inc. Experience June 2010 - August 2010
Job Associate at First Annapolis Consulting
Industry Management Consulting
Experience
First Annapolis Consulting August 2011 - Present
Ameriprise Financial Services, Inc. June 2010 - August 2010
Skills
Corporate Finance, Financial Modeling, Data Analysis, Bloomberg, Financial Analysis, Analysis, Finance, Microsoft Word
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General
First Annapolis Consulting August 2011 - Present
Ameriprise Financial Services, Inc. June 2010 - August 2010
Skills
Corporate Finance, Financial Modeling, Data Analysis, Bloomberg, Financial Analysis, Analysis, Finance, Microsoft Word
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Matthew Millavec's Ameriprise Financial Services, Inc. Experience June 2011 - December 2011
Job Technology Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte March 2015 - Present
Deloitte August 2013 - March 2015
JPMorgan Chase June 2012 - August 2012
Ameriprise Financial Services, Inc. June 2011 - December 2011
Aflac June 2010 - August 2010
Kentlands Mansion June 2007 - August 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Financial Modeling, Cash Flow Forecasting, Time Management, Financial Analysis, Public Speaking
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Operations Management
Deloitte March 2015 - Present
Deloitte August 2013 - March 2015
JPMorgan Chase June 2012 - August 2012
Ameriprise Financial Services, Inc. June 2011 - December 2011
Aflac June 2010 - August 2010
Kentlands Mansion June 2007 - August 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Financial Modeling, Cash Flow Forecasting, Time Management, Financial Analysis, Public Speaking
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Operations Management
Gayle Whitlock's Ameriprise Financial Services, Inc. Experience 2001 - Present
Job Business Manager at Whitlock Wealth Management
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2001 - Present
Lake Ridge Parks and Recreation Association February 2012 - Present
Action in the Community Through Service (ACTS) April 2012 - Present
Prince William Chamber of Commerce June 2014 - Present
Optimist Club of Occoquan & Woodbridge October 2011 - Present
GPW CASA September 2010 - Present
Birchwood Holdings Group September 1988 - June 2002
High Frontier September 1987 - August 1988
Snyder Cohn September 1985 - September 1987
Skills
Reporting & Analysis, Personal Finance, Cash Flow Management, Cash Flow, Wealth Management, Financial Advisory, Investment Advisory, Management, Retirement, Employee Training, Fixed Annuities, Payroll, Retirement Planning, Series 7, Mutual Funds, Asset Allocation, Investment Strategies, Banking, Mortgage Lending, Finance, Loans, Business Strategy, Long-term Care, Managerial Finance, Credit, Strategic Financial..., Cash Management, Employee Benefits
Education
University of Mary Washington 1981 — 1985
Bachelors, Business Administration
Ameriprise Financial Services, Inc. 2001 - Present
Lake Ridge Parks and Recreation Association February 2012 - Present
Action in the Community Through Service (ACTS) April 2012 - Present
Prince William Chamber of Commerce June 2014 - Present
Optimist Club of Occoquan & Woodbridge October 2011 - Present
GPW CASA September 2010 - Present
Birchwood Holdings Group September 1988 - June 2002
High Frontier September 1987 - August 1988
Snyder Cohn September 1985 - September 1987
Skills
Reporting & Analysis, Personal Finance, Cash Flow Management, Cash Flow, Wealth Management, Financial Advisory, Investment Advisory, Management, Retirement, Employee Training, Fixed Annuities, Payroll, Retirement Planning, Series 7, Mutual Funds, Asset Allocation, Investment Strategies, Banking, Mortgage Lending, Finance, Loans, Business Strategy, Long-term Care, Managerial Finance, Credit, Strategic Financial..., Cash Management, Employee Benefits
Education
University of Mary Washington 1981 — 1985
Bachelors, Business Administration
Kristina Liu's Ameriprise Financial Services, Inc. Experience June 2013 - August 2013
Job
Industry
Experience
Shank Wealth Management August 2013 - August 2013
Ameriprise Financial Services, Inc. June 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Windows, English
Education
University of Mary-Hardin Baylor 2011 — 2015
Shank Wealth Management August 2013 - August 2013
Ameriprise Financial Services, Inc. June 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Windows, English
Education
University of Mary-Hardin Baylor 2011 — 2015
David Hardinger's Ameriprise Financial Services, Inc. Experience July 1980 - October 2005
Job McGladrey Wealth Management LLC
Industry Financial Services
Experience
McGladrey Wealth Management LLC November 2005 - Present
McGladrey Wealth Management LLC November 2005 - Present
Ameriprise Financial Services, Inc. July 1980 - October 2005
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Estate Planning, Retirement Planning, Tax, 401k
Education
University of Iowa - Henry B. Tippie College of Business 1975 — 1977
BBA, Finance and Insurance
McGladrey Wealth Management LLC November 2005 - Present
McGladrey Wealth Management LLC November 2005 - Present
Ameriprise Financial Services, Inc. July 1980 - October 2005
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Estate Planning, Retirement Planning, Tax, 401k
Education
University of Iowa - Henry B. Tippie College of Business 1975 — 1977
BBA, Finance and Insurance
Nanju Appavuchetty's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Director Technology
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
AIG April 2006 - August 2012
Merrill Lynch September 2001 - March 2006
1800flowers.com May 1997 - August 2001
Skills
SDLC, Vendor Management, Business Analysis, Software Project..., Requirements Analysis, PMO, PMP, IT Strategy, Project Portfolio..., Data Warehousing, Project Management, Risk Management
Education
University of Madras 1990 — 1994
Bachelor of Engineering (B.E.), Computer Science
Ameriprise Financial Services, Inc. August 2012 - Present
AIG April 2006 - August 2012
Merrill Lynch September 2001 - March 2006
1800flowers.com May 1997 - August 2001
Skills
SDLC, Vendor Management, Business Analysis, Software Project..., Requirements Analysis, PMO, PMP, IT Strategy, Project Portfolio..., Data Warehousing, Project Management, Risk Management
Education
University of Madras 1990 — 1994
Bachelor of Engineering (B.E.), Computer Science
Vijayaanand Permalsamy's Ameriprise Financial Services, Inc. Experience July 2012 - October 2012
Job Technology Lead at Wisdom Infotech
Industry Information Technology and Services
Experience
American Family Insurance October 2012 - Present
Wisdom Infotech October 2012 - Present
Ameriprise Financial Services, Inc. July 2012 - October 2012
Infosys July 2012 - October 2012
3M July 2006 - July 2012
Cognizant Technology Solutions July 2006 - June 2012
Cambridge Solutions February 2007 - May 2007
Nexmoo Solutions (India) Private Limited 2004 - 2006
Skills
DB2, J2EE, Java, SQL Server 2000-2008, SSIS, SSRS, Jasper Reports, Oracle, Struts, Hibernate, DTS, jQuery, JavaScript, J2ME Development, AJAX, Spring, WebSphere Application..., tomcat 6, JBoss Application Server, Java Enterprise Edition, Tomcat 5, iOS development, Tomcat, Microsoft SQL Server, Project Management, Software Development, JSP, Integration, Web Applications
Education
University of Madras 2000 — 2004
Bachelor of Technology (B.Tech.), Information Technology
Nadar Higher Secondary School 1992 — 2000
American Family Insurance October 2012 - Present
Wisdom Infotech October 2012 - Present
Ameriprise Financial Services, Inc. July 2012 - October 2012
Infosys July 2012 - October 2012
3M July 2006 - July 2012
Cognizant Technology Solutions July 2006 - June 2012
Cambridge Solutions February 2007 - May 2007
Nexmoo Solutions (India) Private Limited 2004 - 2006
Skills
DB2, J2EE, Java, SQL Server 2000-2008, SSIS, SSRS, Jasper Reports, Oracle, Struts, Hibernate, DTS, jQuery, JavaScript, J2ME Development, AJAX, Spring, WebSphere Application..., tomcat 6, JBoss Application Server, Java Enterprise Edition, Tomcat 5, iOS development, Tomcat, Microsoft SQL Server, Project Management, Software Development, JSP, Integration, Web Applications
Education
University of Madras 2000 — 2004
Bachelor of Technology (B.Tech.), Information Technology
Nadar Higher Secondary School 1992 — 2000
DeAnn Mercer McNeil's Ameriprise Financial Services, Inc. Experience June 2001 - April 2009
Job Planning Assistant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2011 - Present
Ameriprise Financial Services, Inc. June 2001 - April 2009
Education
Airline
University of Louisiana at Lafayette
Northwestern Mutual 2011 - Present
Ameriprise Financial Services, Inc. June 2001 - April 2009
Education
Airline
University of Louisiana at Lafayette
Karl Gagnon's Ameriprise Financial Services, Inc. Experience February 1999 - October 2006
Job Assistant Actuary at Allianz Life
Industry Insurance
Experience
Allianz Life November 2006 - Present
Ameriprise Financial Services, Inc. February 1999 - October 2006
Skills
Actuarial Science, Variable Annuities, Financial Modeling, MoSes, VBA, Valuation, Financial Analysis, Insurance, ALM, Financial Risk
Education
University of Manitoba 1996 — 1998
Bachelor of Science (BS), Actuarial Science
University of Manitoba 1990 — 1995
Bachelor of Commerce (B.Com.), Finance
Allianz Life November 2006 - Present
Ameriprise Financial Services, Inc. February 1999 - October 2006
Skills
Actuarial Science, Variable Annuities, Financial Modeling, MoSes, VBA, Valuation, Financial Analysis, Insurance, ALM, Financial Risk
Education
University of Manitoba 1996 — 1998
Bachelor of Science (BS), Actuarial Science
University of Manitoba 1990 — 1995
Bachelor of Commerce (B.Com.), Finance
Paul Heppner's Ameriprise Financial Services, Inc. Experience 2008 - 2009
Job IT Analyst at Infosys
Industry Information Technology and Services
Shaun Larlee's Ameriprise Financial Services, Inc. Experience May 2006 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2006 - Present
Education
University of Louisville
Ameriprise Financial Services, Inc. May 2006 - Present
Education
University of Louisville
S K's Ameriprise Financial Services, Inc. Experience July 2011 - July 2012
Job Senior Etl Consultant at Lincoln Financial Group
Industry Retail
Experience
Lincoln Financial Group June 2015 - Present
Staples March 2015 - May 2015
JPMorgan Chase & Co. November 2014 - February 2015
Lincoln Financial Group August 2013 - November 2014
Union Pacific Railroad July 2012 - July 2013
Ameriprise Financial Services, Inc. July 2011 - July 2012
Skills
ETL, Informatica, Data Warehousing, Oracle, SDLC, Data Modeling, PL/SQL, SQL, Requirements Analysis, Unix, Requirements Gathering, Business Intelligence
Education
University of Madras
Bachelor of Engineering (B.E.)
Lincoln Financial Group June 2015 - Present
Staples March 2015 - May 2015
JPMorgan Chase & Co. November 2014 - February 2015
Lincoln Financial Group August 2013 - November 2014
Union Pacific Railroad July 2012 - July 2013
Ameriprise Financial Services, Inc. July 2011 - July 2012
Skills
ETL, Informatica, Data Warehousing, Oracle, SDLC, Data Modeling, PL/SQL, SQL, Requirements Analysis, Unix, Requirements Gathering, Business Intelligence
Education
University of Madras
Bachelor of Engineering (B.E.)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank