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
Kim Williams Kim Williams's Ameriprise Financial Services, Inc. Experience 2000 - 2002
Job IT Recruiter with Experis, a ManpowerGroup
Industry Staffing and Recruiting
Experience
Experis IT March 2012 - Present
Las Vegas Athletic Club March 2009 - March 2012
MGM Resorts International January 2008 - October 2008
Pitney Bowes 2005 - 2007
University of Phoenix 2003 - 2005
Oakland Raiders April 2000 - February 2003
Ameriprise Financial Services, Inc. 2000 - 2002
Skills
IT Recruitment, Full-cycle Recruiting, Corporate Recruiting, College Recruiting, Customer Service, Fitness Training, Temporary Staffing, Boolean Searching
Education
University of Phoenix 2003 — 2006
Bachelors, Business Management
Heald Business College 1998 — 2000
Associates, Computer Business Administration
Experis IT March 2012 - Present
Las Vegas Athletic Club March 2009 - March 2012
MGM Resorts International January 2008 - October 2008
Pitney Bowes 2005 - 2007
University of Phoenix 2003 - 2005
Oakland Raiders April 2000 - February 2003
Ameriprise Financial Services, Inc. 2000 - 2002
Skills
IT Recruitment, Full-cycle Recruiting, Corporate Recruiting, College Recruiting, Customer Service, Fitness Training, Temporary Staffing, Boolean Searching
Education
University of Phoenix 2003 — 2006
Bachelors, Business Management
Heald Business College 1998 — 2000
Associates, Computer Business Administration
Shinoy Cherayil Shinoy Cherayil's Ameriprise Financial Services, Inc. Experience November 2011 - May 2012
Job Sr. Prin IT Technologist at Medtronic
Industry Medical Devices
Experience
Medtronic October 2013 - Present
UnitedHealth Group May 2012 - October 2013
Ameriprise Financial Services, Inc. November 2011 - May 2012
Medtronic July 2011 - November 2011
Medtronic January 2010 - July 2011
Pacific West Corp January 2006 - December 2009
Skills
Identity Management, Security, Troubleshooting, Enterprise Architecture, SDLC, Integration, Requirements Analysis, IIS, Unix, LDAP, Software Project..., Siteminder, ADFS 2.0, Building Relationships, RSA Adaptive..., Process Improvement, Information Security, IAM, Active Directory, Solaris, WebSphere Application..., Computer Security, Disaster Recovery, Perl, IT Strategy, Solution Architecture, Data Center, IT Management, Virtualization, Strategy, System Deployment, System Architecture, ITIL, SSO
Education
Wright State University 2003 — 2005
MS
University of Pune 1997 — 2001
Bachelor of Engineering
Medtronic October 2013 - Present
UnitedHealth Group May 2012 - October 2013
Ameriprise Financial Services, Inc. November 2011 - May 2012
Medtronic July 2011 - November 2011
Medtronic January 2010 - July 2011
Pacific West Corp January 2006 - December 2009
Skills
Identity Management, Security, Troubleshooting, Enterprise Architecture, SDLC, Integration, Requirements Analysis, IIS, Unix, LDAP, Software Project..., Siteminder, ADFS 2.0, Building Relationships, RSA Adaptive..., Process Improvement, Information Security, IAM, Active Directory, Solaris, WebSphere Application..., Computer Security, Disaster Recovery, Perl, IT Strategy, Solution Architecture, Data Center, IT Management, Virtualization, Strategy, System Deployment, System Architecture, ITIL, SSO
Education
Wright State University 2003 — 2005
MS
University of Pune 1997 — 2001
Bachelor of Engineering
Barbara Hindman Barbara Hindman's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Skills
Outlook, Administrative..., PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel
Education
University of Phoenix 2010 — 2015
Associate of Arts (A.A.), Business Administration and Management, General
Lansing High School
High School Diploma
Ameriprise Financial Services, Inc. September 2011 - Present
Skills
Outlook, Administrative..., PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel
Education
University of Phoenix 2010 — 2015
Associate of Arts (A.A.), Business Administration and Management, General
Lansing High School
High School Diploma
Pratik Chandratreya's Ameriprise Financial Services, Inc. Experience April 2011 - May 2012
Job Senior Sharepoint Consultant at USPTO
Industry Information Technology and Services
Experience
USPTO July 2014 - Present
Baker Hughes May 2012 - Present
Infosys May 2012 - Present
Syntel April 2011 - May 2012
Ameriprise Financial Services, Inc. April 2011 - May 2012
Ameriprise Financial Services, Inc. 2011 - 2012
AIG June 2009 - February 2011
Syntel June 2009 - February 2011
Cybage 2007 - 2007
Extentia Information Technology 2004 - 2006
Skills
.NET, Web Services, Agile Methodologies, Requirements Analysis, XML, Software Project..., C#, ASP.NET, PL/SQL, SharePoint 2010, Microsoft Office..., SharePoint, SSRS, Microsoft SQL Server, Oracle
Education
University of Pune 1998 — 2003
Bachelor's degree, Electrical, Electronics and Communications Engineering
St Josephs High School 1990 — 1996
USPTO July 2014 - Present
Baker Hughes May 2012 - Present
Infosys May 2012 - Present
Syntel April 2011 - May 2012
Ameriprise Financial Services, Inc. April 2011 - May 2012
Ameriprise Financial Services, Inc. 2011 - 2012
AIG June 2009 - February 2011
Syntel June 2009 - February 2011
Cybage 2007 - 2007
Extentia Information Technology 2004 - 2006
Skills
.NET, Web Services, Agile Methodologies, Requirements Analysis, XML, Software Project..., C#, ASP.NET, PL/SQL, SharePoint 2010, Microsoft Office..., SharePoint, SSRS, Microsoft SQL Server, Oracle
Education
University of Pune 1998 — 2003
Bachelor's degree, Electrical, Electronics and Communications Engineering
St Josephs High School 1990 — 1996
Natalie Carr's Ameriprise Financial Services, Inc. Experience January 2007 - January 2010
Job Business Operations and Compliance Consultant
Industry Financial Services
Experience
NZ JARRELL & ASSOCIALTES January 2010 - Present
Ameriprise Financial Services, Inc. January 2007 - January 2010
XCU Capital Corporation January 2005 - January 2006
Citicorp Investment Services January 2003 - January 2005
H&R Block Financial Advisors January 2002 - January 2003
NZ JARRELL & ASSOCIATES January 2001 - January 2002
Scudder Weisel Capital January 2000 - January 2001
TD Waterhouse Inc./Jack White & CO.. January 1992 - January 2000
Jack White & Company/ TD Water4house 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Financial Advisory, Fixed Annuities, Life Insurance, Financial Services, Investments, Securities, Mutual Funds, Wealth Management, Strategic Financial..., Asset Allocation, Asset Management, Series 24, Series 65, Series 9, Series 10, California Insurance..., Excellent in research..., Professional trainer..., Business Risk Analyst, FINRA
Education
University of Phoenix
Business Administration and Management, General
NZ JARRELL & ASSOCIALTES January 2010 - Present
Ameriprise Financial Services, Inc. January 2007 - January 2010
XCU Capital Corporation January 2005 - January 2006
Citicorp Investment Services January 2003 - January 2005
H&R Block Financial Advisors January 2002 - January 2003
NZ JARRELL & ASSOCIATES January 2001 - January 2002
Scudder Weisel Capital January 2000 - January 2001
TD Waterhouse Inc./Jack White & CO.. January 1992 - January 2000
Jack White & Company/ TD Water4house 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Financial Advisory, Fixed Annuities, Life Insurance, Financial Services, Investments, Securities, Mutual Funds, Wealth Management, Strategic Financial..., Asset Allocation, Asset Management, Series 24, Series 65, Series 9, Series 10, California Insurance..., Excellent in research..., Professional trainer..., Business Risk Analyst, FINRA
Education
University of Phoenix
Business Administration and Management, General
Jacqueline Reese's Ameriprise Financial Services, Inc. Experience January 2008 - December 2009
Job UBS Wealth Management CSA
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
MEA, Inc. September 2010 - May 2015
Ameriprise Financial Services, Inc. January 2008 - December 2009
Skills
Series 7, Series 66, Financial Services, Process Improvement, Management, Microsoft Excel, Microsoft Office, Outlook, Human Resources, Training, Employee Relations, Employee Benefits, Customer Service, Uniform Combined State..., Leadership, Hiring
Education
University of Phoenix 2009 — 2014
Bachelor's degree, Business Administration, Management and Operations
UBS Wealth Management May 2015 - Present
MEA, Inc. September 2010 - May 2015
Ameriprise Financial Services, Inc. January 2008 - December 2009
Skills
Series 7, Series 66, Financial Services, Process Improvement, Management, Microsoft Excel, Microsoft Office, Outlook, Human Resources, Training, Employee Relations, Employee Benefits, Customer Service, Uniform Combined State..., Leadership, Hiring
Education
University of Phoenix 2009 — 2014
Bachelor's degree, Business Administration, Management and Operations
Athena Gatan's Ameriprise Financial Services, Inc. Experience 2001 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2001 - Present
Education
University of Phoenix 2012 — 2014
Bachelor of Science (B.S.), Business Finance
Rainier Beach High School
High School Diploma, General
Ameriprise Financial Services, Inc. 2001 - Present
Education
University of Phoenix 2012 — 2014
Bachelor of Science (B.S.), Business Finance
Rainier Beach High School
High School Diploma, General
Angela Norris's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Registered Support Associate at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Morgan Stanley Wealth Management May 2014 - October 2014
Morgan Stanley Wealth Management August 2011 - April 2014
Ameriprise Financial Services, Inc. May 2006 - August 2011
Skills
Client Relations Skills, Time Management, Organizational..., Detailed Organization, Outstanding..., Communication Skills, Office Administration, Multi Tasking, Budget Monitoring, Operations Management, Series 7, Insurance, Financial Services, Team Building, Social Networking, Marketing, Leadership
Education
University of Phoenix
Associate of Arts and Sciences (A.A.S.), Finance and Financial Management Services
Ameriprise Financial Services, Inc. October 2014 - Present
Morgan Stanley Wealth Management May 2014 - October 2014
Morgan Stanley Wealth Management August 2011 - April 2014
Ameriprise Financial Services, Inc. May 2006 - August 2011
Skills
Client Relations Skills, Time Management, Organizational..., Detailed Organization, Outstanding..., Communication Skills, Office Administration, Multi Tasking, Budget Monitoring, Operations Management, Series 7, Insurance, Financial Services, Team Building, Social Networking, Marketing, Leadership
Education
University of Phoenix
Associate of Arts and Sciences (A.A.S.), Finance and Financial Management Services
Erin Livermore's Ameriprise Financial Services, Inc. Experience July 2005 - April 2006
Job Assistant Market Controller for CBS Radio Washington, DC
Industry Accounting
Experience
CBS Radio August 2015 - Present
CBS Radio September 2014 - July 2015
Saint Aubyn Homes, LLC March 2013 - June 2014
Saint Aubyn Homes June 2012 - March 2013
Chase April 2007 - April 2008
MassMutual Financial Group April 2006 - October 2006
Ameriprise Financial Services, Inc. July 2005 - April 2006
Skills
Microsoft Excel, Microsoft Office, Mac, Windows 7, Accounting, Account Management, Accounts Payable, Sage Timberline Office, Personal Financial..., Cost Accounting, Construction Accounting
Education
University of Phoenix 2010 — 2011
Master of Science (M.S.), Accounting
Vassar College 2001 — 2005
Bachelor of Arts (B.A.), Economics
CBS Radio August 2015 - Present
CBS Radio September 2014 - July 2015
Saint Aubyn Homes, LLC March 2013 - June 2014
Saint Aubyn Homes June 2012 - March 2013
Chase April 2007 - April 2008
MassMutual Financial Group April 2006 - October 2006
Ameriprise Financial Services, Inc. July 2005 - April 2006
Skills
Microsoft Excel, Microsoft Office, Mac, Windows 7, Accounting, Account Management, Accounts Payable, Sage Timberline Office, Personal Financial..., Cost Accounting, Construction Accounting
Education
University of Phoenix 2010 — 2011
Master of Science (M.S.), Accounting
Vassar College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Joseph Rao Joseph Rao's Ameriprise Financial Services, Inc. Experience April 2005 - September 2006
Job VP, Reporting Actuary at Zurich North America
Industry Insurance
Experience
Zurich North America August 2011 - Present
SCOR Global Life US Re December 2009 - February 2011
XL Re Life America September 2006 - November 2009
Ameriprise Financial Services, Inc. April 2005 - September 2006
First Investors October 1999 - April 2005
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania
Bachelor of Arts (BA), Music Theory and History
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Economics
Zurich North America August 2011 - Present
SCOR Global Life US Re December 2009 - February 2011
XL Re Life America September 2006 - November 2009
Ameriprise Financial Services, Inc. April 2005 - September 2006
First Investors October 1999 - April 2005
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania
Bachelor of Arts (BA), Music Theory and History
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Economics
Derek Fecteau's Ameriprise Financial Services, Inc. Experience May 2006 - February 2009
Job Regional Vice President at New York Life / MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments February 2009 - Present
Ameriprise Financial Services, Inc. May 2006 - February 2009
Skills
Annuity, Mutual Funds, Series 7, Investments
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Finance
New York Life & MainStay Investments February 2009 - Present
Ameriprise Financial Services, Inc. May 2006 - February 2009
Skills
Annuity, Mutual Funds, Series 7, Investments
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Finance
Aaron Tice, CRPC, APMA Aaron Tice, CRPC, APMA's Ameriprise Financial Services, Inc. Experience August 2007 - July 2015
Job Financial Advisor, Owner
Industry Financial Services
Experience
West Slope Advisory Services, LLC July 2015 - Present
Ameriprise Financial Services, Inc. August 2007 - July 2015
BrainOrg llc January 2006 - August 2007
Starbucks June 2004 - June 2006
Education
University of Oregon 1999 — 2004
Biochemistry, Biochemistry and Molecular Biology
GJHS 1995 — 1998
GJHS
West Slope Advisory Services, LLC July 2015 - Present
Ameriprise Financial Services, Inc. August 2007 - July 2015
BrainOrg llc January 2006 - August 2007
Starbucks June 2004 - June 2006
Education
University of Oregon 1999 — 2004
Biochemistry, Biochemistry and Molecular Biology
GJHS 1995 — 1998
GJHS
Gourav Sharma's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Systems Engineer | Tech Lead | Design, Develop , Architect .Net Applications in Agile Environment
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Cognizant Technology Solutions May 2011 - October 2014
Lumedx July 2008 - May 2011
Vishwayon Software Pvt. Ltd. November 2006 - June 2008
Skills
.NET, Microsoft SQL Server, ASP.NET, C#, VB.NET, Software Development, WCF, OOP, MVC, Software Design, XML, SDLC, Web Services, MVVM, PL/SQL, BFS, SQL, Oracle, Software Project..., Requirements Analysis, Visual Basic, TFS, Agile Methodologies, SSRS, AJAX, JavaScript, ASP.NET MVC, MVC Architecture, Scrum, Project Management, Web Development, SQL Server Management..., Agile Project Management, Security Management, ERP Software, Infragistics, DevExpress Controls, HL7, Visual SVN, VSS, VBScript, Silverlight, Health Insurance, GIS, Software Documentation, ADO.NET, Visual Studio, Design Patterns, Database Design, WPF
Education
University of Pune 2002 — 2006
Bachelor of Engineering (BE), Information Technology
AVJC , Pune University 2000 — 2002
High School, Science
Ameriprise Financial Services, Inc. November 2014 - Present
Cognizant Technology Solutions May 2011 - October 2014
Lumedx July 2008 - May 2011
Vishwayon Software Pvt. Ltd. November 2006 - June 2008
Skills
.NET, Microsoft SQL Server, ASP.NET, C#, VB.NET, Software Development, WCF, OOP, MVC, Software Design, XML, SDLC, Web Services, MVVM, PL/SQL, BFS, SQL, Oracle, Software Project..., Requirements Analysis, Visual Basic, TFS, Agile Methodologies, SSRS, AJAX, JavaScript, ASP.NET MVC, MVC Architecture, Scrum, Project Management, Web Development, SQL Server Management..., Agile Project Management, Security Management, ERP Software, Infragistics, DevExpress Controls, HL7, Visual SVN, VSS, VBScript, Silverlight, Health Insurance, GIS, Software Documentation, ADO.NET, Visual Studio, Design Patterns, Database Design, WPF
Education
University of Pune 2002 — 2006
Bachelor of Engineering (BE), Information Technology
AVJC , Pune University 2000 — 2002
High School, Science
Howard Bryant Howard Bryant's Ameriprise Financial Services, Inc. Experience January 2011 - March 2014
Job Franchise Owner at Wingstop Restaurants, Inc.
Industry Hospitality
Experience
Bryant Enterprises Inc March 2014 - Present
Wingstop Restaurants, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. January 2011 - March 2014
Wells Fargo January 2010 - January 2011
Edward Jones November 2008 - January 2010
US Army July 1993 - September 2006
Skills
Restaurant Management, Hospitality Management, Food Safety, Food & Beverage, Customer Satisfaction, Sponsorship Relations, Fundraising, People Management, Catering Sales, Quick Service, marketing, Series 7, Series 63, Sales, Customer Service, Leadership Development, Financial Advisory, Customer Retention, Communication, Series 66, Life Insurance, Separately Managed..., Mutual Funds, Stocks, Bonds, UIT
Education
University of Phoenix 2006 — 2008
Associate of Arts (AA), Business
Fairfield High School 1989 — 1993
High School
Bryant Enterprises Inc March 2014 - Present
Wingstop Restaurants, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. January 2011 - March 2014
Wells Fargo January 2010 - January 2011
Edward Jones November 2008 - January 2010
US Army July 1993 - September 2006
Skills
Restaurant Management, Hospitality Management, Food Safety, Food & Beverage, Customer Satisfaction, Sponsorship Relations, Fundraising, People Management, Catering Sales, Quick Service, marketing, Series 7, Series 63, Sales, Customer Service, Leadership Development, Financial Advisory, Customer Retention, Communication, Series 66, Life Insurance, Separately Managed..., Mutual Funds, Stocks, Bonds, UIT
Education
University of Phoenix 2006 — 2008
Associate of Arts (AA), Business
Fairfield High School 1989 — 1993
High School
Francine Olejar Francine Olejar's Ameriprise Financial Services, Inc. Experience August 2008 - August 2009
Job claims examiner at amerihealth caritas
Industry Hospital & Health Care
Experience
AmeriHealth Caritas July 2013 - Present
AmeriHealth Caritas March 2012 - July 2013
Ameriprise Financial Services, Inc. August 2008 - August 2009
Henkel July 2000 - October 2006
Skills
Healthcare Industry, Claims Handling, Defined Benefit, Retirement Benefits, Benefits Administration, Microsoft Office, Customer Service, Employee Benefits
Education
University of Phoenix 2010 — 2012
Bachelor’s Degree, Business Management
AmeriHealth Caritas July 2013 - Present
AmeriHealth Caritas March 2012 - July 2013
Ameriprise Financial Services, Inc. August 2008 - August 2009
Henkel July 2000 - October 2006
Skills
Healthcare Industry, Claims Handling, Defined Benefit, Retirement Benefits, Benefits Administration, Microsoft Office, Customer Service, Employee Benefits
Education
University of Phoenix 2010 — 2012
Bachelor’s Degree, Business Management
Daniel Mikeska Daniel Mikeska's Ameriprise Financial Services, Inc. Experience August 2012 - June 2014
Job Office Administrator at Green Partners LLC
Industry Insurance
Experience
Ameriprise Financial Services, Inc. August 2012 - June 2014
Universal Insurance Facilities January 2012 - August 2012
Liberty Mutual Insurance March 2004 - January 2012
USAA January 2002 - March 2004
Skills
Direct Sales, Market Research, Accounting, Forecasting, Sales, Customer Service, Insurance, Microsoft Excel, Mergers & Acquisitions, Account Management, Customer Satisfaction, Leadership, Process Improvement, Team Leadership, Sales Management, New Business Development, Project Management, Negotiation, Business Development, Contract Negotiation, Risk Management, Microsoft Office, Project Planning, Outlook, Training
Education
University of Phoenix 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. August 2012 - June 2014
Universal Insurance Facilities January 2012 - August 2012
Liberty Mutual Insurance March 2004 - January 2012
USAA January 2002 - March 2004
Skills
Direct Sales, Market Research, Accounting, Forecasting, Sales, Customer Service, Insurance, Microsoft Excel, Mergers & Acquisitions, Account Management, Customer Satisfaction, Leadership, Process Improvement, Team Leadership, Sales Management, New Business Development, Project Management, Negotiation, Business Development, Contract Negotiation, Risk Management, Microsoft Office, Project Planning, Outlook, Training
Education
University of Phoenix 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Ravi Kumar Sankula Ravi Kumar Sankula's Ameriprise Financial Services, Inc. Experience January 2012 - February 2013
Job Sr. ETL Informatica Consultant at National Dentex Corp
Industry Information Technology and Services
Experience
National Dentex Corp August 2013 - Present
Medtronic February 2013 - August 2013
Ameriprise Financial Services, Inc. January 2012 - February 2013
Park Nicollet Health Services 2011 - 2011
AT&T January 2010 - December 2010
Terex Corporation October 2008 - January 2010
Skills
Data Warehousing, Informatica, Data Integration, SQL, ETL, PL/SQL, Oracle, Business Intelligence, Data Migration, OBIEE, Microsoft SQL Server, SDLC, Erwin, Requirements Analysis, DB2, Unix Shell Scripting, Unix, Teradata, SSRS, Oracle Warehouse Builder, Data Warehouse..., Dimensional Modeling, Data Modeling
Education
University of Pune 2000 — 2002
Masters in Computer Application, Computers
National Dentex Corp August 2013 - Present
Medtronic February 2013 - August 2013
Ameriprise Financial Services, Inc. January 2012 - February 2013
Park Nicollet Health Services 2011 - 2011
AT&T January 2010 - December 2010
Terex Corporation October 2008 - January 2010
Skills
Data Warehousing, Informatica, Data Integration, SQL, ETL, PL/SQL, Oracle, Business Intelligence, Data Migration, OBIEE, Microsoft SQL Server, SDLC, Erwin, Requirements Analysis, DB2, Unix Shell Scripting, Unix, Teradata, SSRS, Oracle Warehouse Builder, Data Warehouse..., Dimensional Modeling, Data Modeling
Education
University of Pune 2000 — 2002
Masters in Computer Application, Computers
Kevin J. Donoghue CFP®, CRPC®, CPA's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Lincon Financial Advisors January 2001 - February 2012
Price Donoghue Ridenour, CPA's October 1979 - December 2000
Arthur Andersen & Company May 1975 - September 1979
US Army May 1971 - June 1975
Education
University of Notre Dame 1967 — 1971
BBA, Business Adminstration
Ameriprise Financial Services, Inc. March 2012 - Present
Lincon Financial Advisors January 2001 - February 2012
Price Donoghue Ridenour, CPA's October 1979 - December 2000
Arthur Andersen & Company May 1975 - September 1979
US Army May 1971 - June 1975
Education
University of Notre Dame 1967 — 1971
BBA, Business Adminstration
Ashley Cornelsen Ashley Cornelsen's Ameriprise Financial Services, Inc. Experience February 2014 - November 2014
Job Corporate Admin Support at Devon Energy
Industry Marketing and Advertising
Experience
Devon Energy November 2014 - Present
Ameriprise Financial Services, Inc. February 2014 - November 2014
MidFirst Bank February 2013 - February 2014
MidFirst Bank October 2010 - January 2013
MidFirst Bank May 2009 - January 2013
MidFirst Bank January 2012 - March 2012
McClain Bank May 2007 - May 2009
OU Nightly August 2007 - May 2008
Gamma Phi Beta August 2004 - May 2008
Skills
Advertising, Marketing, Leadership, Management, Budgets, Project Management, Banking, Editing, Accounts Payable, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service
Education
University of Oklahoma 2004 — 2008
Bachelor of Arts in Journalism, Broadcast Journalism
University of Oklahoma 2004 — 2008
Bachelor of Arts in Journalism, Journalism
Devon Energy November 2014 - Present
Ameriprise Financial Services, Inc. February 2014 - November 2014
MidFirst Bank February 2013 - February 2014
MidFirst Bank October 2010 - January 2013
MidFirst Bank May 2009 - January 2013
MidFirst Bank January 2012 - March 2012
McClain Bank May 2007 - May 2009
OU Nightly August 2007 - May 2008
Gamma Phi Beta August 2004 - May 2008
Skills
Advertising, Marketing, Leadership, Management, Budgets, Project Management, Banking, Editing, Accounts Payable, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service
Education
University of Oklahoma 2004 — 2008
Bachelor of Arts in Journalism, Broadcast Journalism
University of Oklahoma 2004 — 2008
Bachelor of Arts in Journalism, Journalism
Matt Hubbell Matt Hubbell's Ameriprise Financial Services, Inc. Experience September 2012 - May 2015
Job Wealth Management Practice
Industry Financial Services
Experience
Maverick Wealth Management May 2015 - Present
Ameriprise Financial Services, Inc. September 2012 - May 2015
Edward Jones May 2009 - September 2012
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
New York Life October 2006 - June 2007
Thornburg Investment Management August 2001 - July 2005
Education
University of Oklahoma 1982 — 1985
Bachelor's Degree
Maverick Wealth Management May 2015 - Present
Ameriprise Financial Services, Inc. September 2012 - May 2015
Edward Jones May 2009 - September 2012
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
New York Life October 2006 - June 2007
Thornburg Investment Management August 2001 - July 2005
Education
University of Oklahoma 1982 — 1985
Bachelor's Degree
Jeffrey Gillins, PHR Jeffrey Gillins, PHR's Ameriprise Financial Services, Inc. Experience September 2006 - March 2008
Job Human Resource Consultant at SG Consulting
Industry Human Resources
Experience
SG Consulting January 2014 - Present
CB Holdings April 2012 - December 2013
Catholic Community Services of Utah May 2009 - September 2012
Ameriprise Financial Services, Inc. September 2006 - March 2008
Belleview Property Services Inc. (Specialty Cleaning) January 1996 - September 2006
Skills
Employee Relations, Team Building, Human Resources, Recruiting, Employee Benefits, Talent Acquisition, Training, Budgets, Organizational..., Leadership, Onboarding, Interviews, Benefits Administration, Employee Engagement
Education
Utah State University 2008 — 2009
Master of Science, Human Resources
University of Phoenix 1995 — 1997
Bachelors of Science, Business Management
SG Consulting January 2014 - Present
CB Holdings April 2012 - December 2013
Catholic Community Services of Utah May 2009 - September 2012
Ameriprise Financial Services, Inc. September 2006 - March 2008
Belleview Property Services Inc. (Specialty Cleaning) January 1996 - September 2006
Skills
Employee Relations, Team Building, Human Resources, Recruiting, Employee Benefits, Talent Acquisition, Training, Budgets, Organizational..., Leadership, Onboarding, Interviews, Benefits Administration, Employee Engagement
Education
Utah State University 2008 — 2009
Master of Science, Human Resources
University of Phoenix 1995 — 1997
Bachelors of Science, Business Management
Rami Abdelhadi, CRPC ® Rami Abdelhadi, CRPC ®'s Ameriprise Financial Services, Inc. Experience May 1999 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1999 - Present
Education
University of Phoenix
BS, Business Marketing
Ameriprise Financial Services, Inc. May 1999 - Present
Education
University of Phoenix
BS, Business Marketing
Janet McCune Janet McCune's Ameriprise Financial Services, Inc. Experience December 2000 - August 2006
Job Principal, Sales Marketing & Communications at Milliman
Industry Financial Services
Experience
Milliman, Inc. September 2006 - Present
Ameriprise Financial Services, Inc. December 2000 - August 2006
UNUM Provident Corporation January 1998 - January 2000
Stanton Group January 1993 - January 1998
Watson Wyatt & Company January 1990 - January 1993
Skills
Product Development, 401k, Investment Strategies, Strategy, Leadership, Product Management, Asset Allocation, Investments, Business Development, CRM, Strategic Financial..., Sales Operations, Investment Advisory, New Business Development, Retirement
Education
Pillsbury College
BA, Summa cum Laude
University of Pennsylvania - The Wharton School
CEBS, Certified Employee Benefit Specialist Designation
Milliman, Inc. September 2006 - Present
Ameriprise Financial Services, Inc. December 2000 - August 2006
UNUM Provident Corporation January 1998 - January 2000
Stanton Group January 1993 - January 1998
Watson Wyatt & Company January 1990 - January 1993
Skills
Product Development, 401k, Investment Strategies, Strategy, Leadership, Product Management, Asset Allocation, Investments, Business Development, CRM, Strategic Financial..., Sales Operations, Investment Advisory, New Business Development, Retirement
Education
Pillsbury College
BA, Summa cum Laude
University of Pennsylvania - The Wharton School
CEBS, Certified Employee Benefit Specialist Designation
Michael Assad Michael Assad's Ameriprise Financial Services, Inc. Experience March 2003 - December 2006
Job Senior Portfolio and Planning Analyst at Marmaras & Smith, LLC
Industry Financial Services
Experience
Marmaras & Smith, LLC January 2007 - Present
Ameriprise Financial Services, Inc. March 2003 - December 2006
Crothall Healthcare June 2000 - February 2003
Skills
Strategy, Strategic Planning, Market Research, Project Management, Management, Marketing Strategy, Competitive Analysis, Financial Analysis, Marketing, Business Planning, Business Analysis, Marketing Communications, Analysis, Budgets, Business Development, Financial Planning, Leadership
Education
University of Pittsburgh-Bradford 1995 — 1999
Bachelor's degree, Public Relations
Marmaras & Smith, LLC January 2007 - Present
Ameriprise Financial Services, Inc. March 2003 - December 2006
Crothall Healthcare June 2000 - February 2003
Skills
Strategy, Strategic Planning, Market Research, Project Management, Management, Marketing Strategy, Competitive Analysis, Financial Analysis, Marketing, Business Planning, Business Analysis, Marketing Communications, Analysis, Budgets, Business Development, Financial Planning, Leadership
Education
University of Pittsburgh-Bradford 1995 — 1999
Bachelor's degree, Public Relations
Ryan J. McCall Ryan J. McCall's Ameriprise Financial Services, Inc. Experience November 1998 - December 2006
Job Partner, Clarendon Wealth Management
Industry Financial Services
Experience
Clarendon Wealth Management November 2011 - Present
Commonwealth Financial Network January 2007 - November 2011
Ameriprise Financial Services, Inc. November 1998 - December 2006
Skills
Personal Financial..., Retirement Planning, Investment Management, College Education..., Estate Planning, Life Insurance, Long-term Care, Disability Insurance
Education
University of Richmond - Robins School of Business 1994 — 1998
Bachelor of Science (BS), Finance and Marketing
LVR
Clarendon Wealth Management November 2011 - Present
Commonwealth Financial Network January 2007 - November 2011
Ameriprise Financial Services, Inc. November 1998 - December 2006
Skills
Personal Financial..., Retirement Planning, Investment Management, College Education..., Estate Planning, Life Insurance, Long-term Care, Disability Insurance
Education
University of Richmond - Robins School of Business 1994 — 1998
Bachelor of Science (BS), Finance and Marketing
LVR
Nicolle Schrof Nicolle Schrof's Ameriprise Financial Services, Inc. Experience December 2005 - April 2007
Job Pipette Calibration Technician I at PCI Pharmaceutical Calibrations and Instrumentation, LLC
Industry Environmental Services
Experience
PCI - Pharmaceutical Calibrations and Instrumentation, LLC October 2014 - Present
Novozymes, Inc. June 2014 - October 2014
Novartis Vaccines and Diagnostics October 2012 - August 2013
Air Purification, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. December 2005 - April 2007
Skills
Microsoft Office, Environmental Science, Environmental Awareness, Microsoft Excel, Ecology, Environmental Education, Microsoft Word, PowerPoint, Data Entry, Administrative..., Field Work, Office Administration, Spreadsheets, Biotechnology, Training, Manufacturing, Pharmaceutical Industry, Process Improvement, Validation, GMP, Public Speaking, FDA
Education
Wake Technical Community College 2010 — 2012
Associates of Applied Science, Biopharmaceutical Technology, 3.929
University of Oregon 1986 — 1990
Bachelor's degree, Humanities/Humanistic Studies
PCI - Pharmaceutical Calibrations and Instrumentation, LLC October 2014 - Present
Novozymes, Inc. June 2014 - October 2014
Novartis Vaccines and Diagnostics October 2012 - August 2013
Air Purification, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. December 2005 - April 2007
Skills
Microsoft Office, Environmental Science, Environmental Awareness, Microsoft Excel, Ecology, Environmental Education, Microsoft Word, PowerPoint, Data Entry, Administrative..., Field Work, Office Administration, Spreadsheets, Biotechnology, Training, Manufacturing, Pharmaceutical Industry, Process Improvement, Validation, GMP, Public Speaking, FDA
Education
Wake Technical Community College 2010 — 2012
Associates of Applied Science, Biopharmaceutical Technology, 3.929
University of Oregon 1986 — 1990
Bachelor's degree, Humanities/Humanistic Studies
Stacie Cartagena Stacie Cartagena's Ameriprise Financial Services, Inc. Experience February 2002 - Present
Job Operations Manager at TruVista Wealth Advisors with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2002 - Present
American Express Financial Advisors 1999 - 2003
Skills
Talent Acquisition, Human Resources, Technical Recruiting
Education
University of Phoenix 2010 — 2013
Bachelors of Science in Business, Business Management
Ameriprise Financial Services, Inc. February 2002 - Present
American Express Financial Advisors 1999 - 2003
Skills
Talent Acquisition, Human Resources, Technical Recruiting
Education
University of Phoenix 2010 — 2013
Bachelors of Science in Business, Business Management
Jan Gerards's Ameriprise Financial Services, Inc. Experience October 1996 - Present
Job Financial Advisor CFP at Ameriprise Financial Services, Inc.
Industry
Experience
Ameriprise Financial Services, Inc. October 1996 - Present
Education
University of Oregon
Ameriprise Financial Services, Inc. October 1996 - Present
Education
University of Oregon
Nancy Calhoon's Ameriprise Financial Services, Inc. Experience September 2007 - August 2012
Job Executive Assistant at Holiday Retirement
Industry Executive Office
Experience
Holiday Retirement September 2013 - Present
Wells Fargo Home Mortgage January 2013 - September 2013
Providence Foundation September 2012 - January 2013
Ameriprise Financial Services, Inc. September 2007 - August 2012
Lake Grove Presbyterian Church March 2005 - September 2007
Westridge Elementary School September 2004 - April 2005
US Bank 1993 - 1995
Nike, Inc 1991 - 1993
Ticor and Chicago Title 1989 - 1991
Residence Inn by Marriott 1987 - 1989
Skills
Organization, Coordinating Events, Event Planning, Event Management, Opportunity..., Service Delivery, Service Management, Development Of..., Volunteer Recruiting, Public Speaking, Business Writing, Time Management, Highly detail oriented, Communication, Travel Arrangements, Expense Reports, Project Management, Onboarding, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Budget Monitoring, Project Coordination, Project Planning, Volunteer Management
Education
University of Oregon - Charles H. Lundquist College of Business 1981 — 1986
Bachelor of Arts (B.A.), Marketing and Finance
Sheldon High School 1979 — 1981
Holiday Retirement September 2013 - Present
Wells Fargo Home Mortgage January 2013 - September 2013
Providence Foundation September 2012 - January 2013
Ameriprise Financial Services, Inc. September 2007 - August 2012
Lake Grove Presbyterian Church March 2005 - September 2007
Westridge Elementary School September 2004 - April 2005
US Bank 1993 - 1995
Nike, Inc 1991 - 1993
Ticor and Chicago Title 1989 - 1991
Residence Inn by Marriott 1987 - 1989
Skills
Organization, Coordinating Events, Event Planning, Event Management, Opportunity..., Service Delivery, Service Management, Development Of..., Volunteer Recruiting, Public Speaking, Business Writing, Time Management, Highly detail oriented, Communication, Travel Arrangements, Expense Reports, Project Management, Onboarding, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Budget Monitoring, Project Coordination, Project Planning, Volunteer Management
Education
University of Oregon - Charles H. Lundquist College of Business 1981 — 1986
Bachelor of Arts (B.A.), Marketing and Finance
Sheldon High School 1979 — 1981
Scott Theodorson, CFP®'s Ameriprise Financial Services, Inc. Experience December 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1991 - Present
Education
University of Oregon - Charles H. Lundquist College of Business 1978 — 1982
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. December 1991 - Present
Education
University of Oregon - Charles H. Lundquist College of Business 1978 — 1982
Bachelor of Science (B.S.), Finance
Andrew Clark, CRPC® Andrew Clark, CRPC®'s Ameriprise Financial Services, Inc. Experience October 1997 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1997 - Present
Ameriprise October 1997 - January 2013
Education
University of Oregon 1992 — 1995
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc. October 1997 - Present
Ameriprise October 1997 - January 2013
Education
University of Oregon 1992 — 1995
Bachelor of Science (B.S.)
Mark McKinnon, CFP's Ameriprise Financial Services, Inc. Experience March 1986 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 1986 - Present
Education
Michigan Tech U. 1974 — 1977
BSBA, Accounting
University of Notre Dame 1971 — 1973
English Language and Literature/Letters
Ameriprise Financial Services, Inc. March 1986 - Present
Education
Michigan Tech U. 1974 — 1977
BSBA, Accounting
University of Notre Dame 1971 — 1973
English Language and Literature/Letters
Ryan Westbrook's Ameriprise Financial Services, Inc. Experience August 2007 - January 2009
Job Administrative Professional
Industry Retail
Experience
Safeway November 2011 - Present
VRBO.com December 2009 - Present
Ameriprise Financial Services, Inc. August 2007 - January 2009
Wild Oats Markets June 2001 - August 2007
Sigma Phi Epsilon September 1998 - September 2000
Skills
Microsoft Office, Writing, Customer Service, Customer Relations, Excel, Word, Problem Solving, PowerPoint, Microsoft Excel, Retail, Merchandising, Inventory Management, Sales, Data Entry
Education
University of Oregon 1997 — 2002
Bachelor of Science (BS), Sociology
Safeway November 2011 - Present
VRBO.com December 2009 - Present
Ameriprise Financial Services, Inc. August 2007 - January 2009
Wild Oats Markets June 2001 - August 2007
Sigma Phi Epsilon September 1998 - September 2000
Skills
Microsoft Office, Writing, Customer Service, Customer Relations, Excel, Word, Problem Solving, PowerPoint, Microsoft Excel, Retail, Merchandising, Inventory Management, Sales, Data Entry
Education
University of Oregon 1997 — 2002
Bachelor of Science (BS), Sociology
Patrick Gara Patrick Gara's Ameriprise Financial Services, Inc. Experience January 2004 - December 2005
Job Regional Sales Director at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial May 2015 - Present
PNC Bank November 2014 - April 2015
AssetMark January 2007 - October 2014
AIG January 2006 - January 2007
Ameriprise Financial Services, Inc. January 2004 - December 2005
US Army January 1999 - January 2002
Skills
Cold Calling, Investment Advisory, Mutual Funds, ETFs, SMA, Investments, Asset Management, Asset Allocation, Practice Management, Client Relationship..., Alternative Investments, Asset Managment, Investment Management, Financial Advisory, Insurance, Series 63, Portfolio Management, Wealth Management, Financial Planning, Investment Strategies, Retirement Planning, Management, CRM, Series 6, Fixed Annuities, Relationship Management
Education
University of Phoenix 2012 — 2013
Bachelor of Science (B.S.), Business and Finance
DePaul University, College of Commerce 2010 — 2012
Bachelor of Arts (B.A.), General Business and Finance, 3.7
US ARMY 1998 — 2002
n/a, Telecommunication
Great-West Financial May 2015 - Present
PNC Bank November 2014 - April 2015
AssetMark January 2007 - October 2014
AIG January 2006 - January 2007
Ameriprise Financial Services, Inc. January 2004 - December 2005
US Army January 1999 - January 2002
Skills
Cold Calling, Investment Advisory, Mutual Funds, ETFs, SMA, Investments, Asset Management, Asset Allocation, Practice Management, Client Relationship..., Alternative Investments, Asset Managment, Investment Management, Financial Advisory, Insurance, Series 63, Portfolio Management, Wealth Management, Financial Planning, Investment Strategies, Retirement Planning, Management, CRM, Series 6, Fixed Annuities, Relationship Management
Education
University of Phoenix 2012 — 2013
Bachelor of Science (B.S.), Business and Finance
DePaul University, College of Commerce 2010 — 2012
Bachelor of Arts (B.A.), General Business and Finance, 3.7
US ARMY 1998 — 2002
n/a, Telecommunication
Robert Alton Pete Smith, CRPC® Robert Alton Pete Smith, CRPC®'s Ameriprise Financial Services, Inc. Experience October 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2003 - Present
Spotlight Solutions, Inc. January 2000 - October 2003
Dillard's Inc. January 1998 - December 1999
Education
University of Richmond 1977 — 1982
B.A., Communications
Ameriprise Financial Services, Inc. October 2003 - Present
Spotlight Solutions, Inc. January 2000 - October 2003
Dillard's Inc. January 1998 - December 1999
Education
University of Richmond 1977 — 1982
B.A., Communications
Mike Assad Mike Assad's Ameriprise Financial Services, Inc. Experience March 2003 - December 2006
Job Financial Advisor at Marmaras & Smith, LLC
Industry Financial Services
Experience
Marmaras & Smith, LLC January 2007 - Present
Marmaras & Smith, LLC January 2007 - Present
Ameriprise Financial Services, Inc. March 2003 - December 2006
Crothall Healthcare June 2000 - February 2003
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Financial Planning, Analysis, Risk Management, Management, Finance, Portfolio Management, Data Analysis, Mutual Funds, Securities, Wealth Management, Asset Allocation, Financial Services, Investment Strategies, Bonds, Retirement Planning, Retirement, Investments, Strategic Planning, Life Insurance, Wealth
Education
University of Pittsburgh-Bradford 1995 — 1999
BA, Public Relations, Advertising, and Applied Communication
Marmaras & Smith, LLC January 2007 - Present
Marmaras & Smith, LLC January 2007 - Present
Ameriprise Financial Services, Inc. March 2003 - December 2006
Crothall Healthcare June 2000 - February 2003
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Financial Planning, Analysis, Risk Management, Management, Finance, Portfolio Management, Data Analysis, Mutual Funds, Securities, Wealth Management, Asset Allocation, Financial Services, Investment Strategies, Bonds, Retirement Planning, Retirement, Investments, Strategic Planning, Life Insurance, Wealth
Education
University of Pittsburgh-Bradford 1995 — 1999
BA, Public Relations, Advertising, and Applied Communication
Mark Aronson's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Wells Fargo Advisors 1994 - 2013
MONY 1993 - 1994
The Copeland Companies 1988 - 1990
Dean Witter 1984 - 1988
Education
University of Pennsylvania 1970 — 1974
Bachelor of Arts (B.A.)
Bethpage High School
Ameriprise Financial Services, Inc. April 2013 - Present
Wells Fargo Advisors 1994 - 2013
MONY 1993 - 1994
The Copeland Companies 1988 - 1990
Dean Witter 1984 - 1988
Education
University of Pennsylvania 1970 — 1974
Bachelor of Arts (B.A.)
Bethpage High School
Ryan Cramer - 7 Day Processing's Ameriprise Financial Services, Inc. Experience 2009 - 2010
Job Mortgage Consultant at Movement Mortgage, LLC The Preferred Lender for Realtors & their Buyers
Industry Marketing and Advertising
Experience
Movement Mortgage, LLC - Home of the 7 Day Processing July 2015 - Present
Social Solutions, LLC (AZ) 2012 - Present
imortgage March 2013 - September 2014
BBVA Compass August 2012 - March 2013
loanDepot March 2012 - July 2012
JPMorgan Chase August 2010 - February 2012
Ameriprise Financial Services, Inc. 2009 - 2010
Canyon State Mortgage 2004 - 2008
Skills
Strategic Financial..., Sales, Investments, Banking, Real Estate, Credit Analysis, Real Estate Economics, Financial Analysis, Short Sales, Mortgage Underwriting, Government Loans, Commercial Mortgages, Options, First Time Home Buyers, Foreclosures, Real Estate Transactions, FHA financing, Construction Loans, Home Equity Loans, Lines Of Credit, Small Business Lending, Retail Banking, Reverse Mortgages, Loss Mitigation, Investors, Real Estate Financing, Certified Mortgage..., Commercial Lending, Residential Mortgages, USDA, Portfolio Management, VA loans, REO, Credit, Consumer Lending, Investment Properties, Finance, Loan Origination, Underwriting, Mortgage Banking, Loans, Refinance, FHA, Mortgage Lending, New Home Purchase, Purchase Financing, Marketing, FHA Financing, VA Loans
Education
University of Phoenix 2008 — 2010
Series 7, 66, Life & Health Insurance, Banking, Corporate, Finance, and Securities Law
University of Toledo 1993 — 1994
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Solon High School 1991 — 1993
High School Graduate, High School Graduate
Grand River Academy 1989 — 1991
High School, Freshman/Sophmore Year
Beachwood
Movement Mortgage, LLC - Home of the 7 Day Processing July 2015 - Present
Social Solutions, LLC (AZ) 2012 - Present
imortgage March 2013 - September 2014
BBVA Compass August 2012 - March 2013
loanDepot March 2012 - July 2012
JPMorgan Chase August 2010 - February 2012
Ameriprise Financial Services, Inc. 2009 - 2010
Canyon State Mortgage 2004 - 2008
Skills
Strategic Financial..., Sales, Investments, Banking, Real Estate, Credit Analysis, Real Estate Economics, Financial Analysis, Short Sales, Mortgage Underwriting, Government Loans, Commercial Mortgages, Options, First Time Home Buyers, Foreclosures, Real Estate Transactions, FHA financing, Construction Loans, Home Equity Loans, Lines Of Credit, Small Business Lending, Retail Banking, Reverse Mortgages, Loss Mitigation, Investors, Real Estate Financing, Certified Mortgage..., Commercial Lending, Residential Mortgages, USDA, Portfolio Management, VA loans, REO, Credit, Consumer Lending, Investment Properties, Finance, Loan Origination, Underwriting, Mortgage Banking, Loans, Refinance, FHA, Mortgage Lending, New Home Purchase, Purchase Financing, Marketing, FHA Financing, VA Loans
Education
University of Phoenix 2008 — 2010
Series 7, 66, Life & Health Insurance, Banking, Corporate, Finance, and Securities Law
University of Toledo 1993 — 1994
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Solon High School 1991 — 1993
High School Graduate, High School Graduate
Grand River Academy 1989 — 1991
High School, Freshman/Sophmore Year
Beachwood
Annetter Reynolds Annetter Reynolds's Ameriprise Financial Services, Inc. Experience August 1997 - August 2012
Job Experienced Accounting
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1997 - August 2012
Living Word Church May 1995 - August 1999
Education
University of Phoenix 2007 — 2009
Associate's degree, Accounting
Ameriprise Financial Services, Inc. August 1997 - August 2012
Living Word Church May 1995 - August 1999
Education
University of Phoenix 2007 — 2009
Associate's degree, Accounting
Benjamin Page, CFP® Benjamin Page, CFP®'s Ameriprise Financial Services, Inc. Experience February 1999 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1999 - Present
Ameriprise Financial Services, Inc. June 1999 - February 2009
Ameriprise Financial (Formerly American Express Financial Advisors) August 2005 - January 2008
Ameriprise Financial Services, Inc. February 2005 - September 2007
Education
University of Richmond 1995 — 1999
Business Administration, Finance, General
University of Richmond - Robins School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Ameriprise Financial Services, Inc. February 1999 - Present
Ameriprise Financial Services, Inc. June 1999 - February 2009
Ameriprise Financial (Formerly American Express Financial Advisors) August 2005 - January 2008
Ameriprise Financial Services, Inc. February 2005 - September 2007
Education
University of Richmond 1995 — 1999
Business Administration, Finance, General
University of Richmond - Robins School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Thomas Baker, CFP® Thomas Baker, CFP®'s Ameriprise Financial Services, Inc. Experience February 2000 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2000 - Present
Education
University of Puget Sound 1991 — 1994
Masters, Physical Therapy
University of Washington 1987 — 1991
Bachelor, Psychology
Ameriprise Financial Services, Inc. February 2000 - Present
Education
University of Puget Sound 1991 — 1994
Masters, Physical Therapy
University of Washington 1987 — 1991
Bachelor, Psychology
Annette Sager Annette Sager's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Silicon Valley Bank May 2000 - March 2009
Education
University of Oregon 1987 — 1989
MBA, Business/Finance
University of Puget Sound 1983 — 1987
BA, Business
Ameriprise Financial Services, Inc. April 2009 - Present
Silicon Valley Bank May 2000 - March 2009
Education
University of Oregon 1987 — 1989
MBA, Business/Finance
University of Puget Sound 1983 — 1987
BA, Business
Edward Brower's Ameriprise Financial Services, Inc. Experience April 1997 - Present
Job CFP®, ChFC®, APMASM Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 1997 - Present
Education
University of Notre Dame 1972 — 1976
B.S., Electicical Engineering
Ameriprise Financial Services, Inc. April 1997 - Present
Education
University of Notre Dame 1972 — 1976
B.S., Electicical Engineering
Gary Gallagher's Ameriprise Financial Services, Inc. Experience January 1989 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1989 - Present
Education
University of Notre Dame 1971 — 1975
BBA, Business Administration
Ameriprise Financial Services, Inc. January 1989 - Present
Education
University of Notre Dame 1971 — 1975
BBA, Business Administration
Justin Gratz's Ameriprise Financial Services, Inc. Experience September 2006 - June 2008
Job Vice President at Citi
Industry Financial Services
Experience
Citi March 2015 - Present
Barclays August 2010 - March 2015
J.P. Morgan April 2009 - August 2010
J.P. Morgan August 2008 - April 2009
Ameriprise Financial Services, Inc. September 2006 - June 2008
Skills
Investments, Equities, Portfolio Management, Risk Management, Fixed Income, Investment Banking, Wealth Management, Financial Modeling, Asset Management, Hedge Funds, Bloomberg, Alternative Investments, Derivatives, Private Equity
Education
University of Pittsburgh 2002 — 2006
BS, Biochemistry, Economics
Citi March 2015 - Present
Barclays August 2010 - March 2015
J.P. Morgan April 2009 - August 2010
J.P. Morgan August 2008 - April 2009
Ameriprise Financial Services, Inc. September 2006 - June 2008
Skills
Investments, Equities, Portfolio Management, Risk Management, Fixed Income, Investment Banking, Wealth Management, Financial Modeling, Asset Management, Hedge Funds, Bloomberg, Alternative Investments, Derivatives, Private Equity
Education
University of Pittsburgh 2002 — 2006
BS, Biochemistry, Economics
Edward Gaskey's Ameriprise Financial Services, Inc. Experience May 1997 - Present
Job Edward Gaskey, Financial Advisor, CRPC
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1997 - Present
Education
University of Pittsburgh 1990 — 1994
Bachelors, Mathematics
Ameriprise Financial Services, Inc. May 1997 - Present
Education
University of Pittsburgh 1990 — 1994
Bachelors, Mathematics
Andrew W. Ferraro, CFP®, CIMA® Andrew W. Ferraro, CFP®, CIMA®'s Ameriprise Financial Services, Inc. Experience 2011 - 2015
Job Wealth Advisor at Strategic Wealth Partners
Industry Financial Services
Experience
Strategic Wealth Partners 2015 - Present
Ameriprise Financial Services, Inc. 2011 - 2015
UBS 2005 - 2011
Skills
Financial Analysis, Financial Planning, Portfolio Management, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Retirement, Asset Management, Strategy
Education
Xavier University 2001 — 2005
BSBA, Finance
Wharton School of Business 2008 — 2009
Essentials of Investment Consulting
Xavier University 2006 — 2007
Executive Certificate in Financial Planning
Bishop Watterson High School 1997 — 2001
St. Andrew Parochial 1989 — 1997
Strategic Wealth Partners 2015 - Present
Ameriprise Financial Services, Inc. 2011 - 2015
UBS 2005 - 2011
Skills
Financial Analysis, Financial Planning, Portfolio Management, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Retirement, Asset Management, Strategy
Education
Xavier University 2001 — 2005
BSBA, Finance
Wharton School of Business 2008 — 2009
Essentials of Investment Consulting
Xavier University 2006 — 2007
Executive Certificate in Financial Planning
Bishop Watterson High School 1997 — 2001
St. Andrew Parochial 1989 — 1997
Micah Keel Micah Keel's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Financial Advisor, Vice President, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Keel Financial Group, Inc. January 2003 - August 2013
Mutual of Omaha January 2000 - January 2003
Education
University of Pennsylvania - The Wharton School
Aresty Institute of Executive Education
Ameriprise Financial Services, Inc. August 2013 - Present
Keel Financial Group, Inc. January 2003 - August 2013
Mutual of Omaha January 2000 - January 2003
Education
University of Pennsylvania - The Wharton School
Aresty Institute of Executive Education
Michael Adiutori, CFP® Michael Adiutori, CFP®'s Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Financial Advisor / Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
MetLife January 1993 - July 2012
Education
University of Pittsburgh
Bachelor's Degree, Computer Science
Ameriprise Financial Services, Inc. August 2012 - Present
MetLife January 1993 - July 2012
Education
University of Pittsburgh
Bachelor's Degree, Computer Science
Frank Kimmel Frank Kimmel's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Financial Advisor, Chartered Retirement Plans Specialist
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Kimmel Financial Services March 1986 - July 2012
Skills
Assist retirement plan..., Retirement Planning, 401k, Finance, Investments, Mutual Funds, Series 7, Wealth Management
Education
Thiel College 1967 — 1971
BA, Physics
University of Pittsburgh
MA, Physics Education
Ameriprise Financial Services, Inc. August 2012 - Present
Kimmel Financial Services March 1986 - July 2012
Skills
Assist retirement plan..., Retirement Planning, 401k, Finance, Investments, Mutual Funds, Series 7, Wealth Management
Education
Thiel College 1967 — 1971
BA, Physics
University of Pittsburgh
MA, Physics Education
Richard G. Simon Richard G. Simon's Ameriprise Financial Services, Inc. Experience December 1999 - June 2011
Job Owner at Advisor's
Industry Financial Services
Experience
Advisor's Advisor September 2012 - Present
NOT currently working June 2011 - August 2012
Ameriprise Financial Services, Inc. December 1999 - June 2011
Expert Witness in FINRA hearing April 2010 - April 2010
UCC (United Consumers Club) 1992 - 1994
KCS Marketing Consultants, Inc. January 1971 - December 1992
Skills
Estate Planning, Retirement Planning, Retirement, Wealth Management, Series 7, Mutual Funds, Management, Investments, Strategic Financial..., Strategy, Investment Advisory, Securities, Long-term Care, Insurance, Asset Allocation, Financial Services, Equities, Risk Management, Asset Management, Finance, Financial Advisory, Disability Insurance, Mergers & Acquisitions, Financial Analysis, Alternative Investments, Portfolio Management, Small Business, Wealth, Due Diligence, Public Speaking, Leadership, Strategic Planning
Education
University of Oklahoma 1964 — 1967
Advisor's Advisor September 2012 - Present
NOT currently working June 2011 - August 2012
Ameriprise Financial Services, Inc. December 1999 - June 2011
Expert Witness in FINRA hearing April 2010 - April 2010
UCC (United Consumers Club) 1992 - 1994
KCS Marketing Consultants, Inc. January 1971 - December 1992
Skills
Estate Planning, Retirement Planning, Retirement, Wealth Management, Series 7, Mutual Funds, Management, Investments, Strategic Financial..., Strategy, Investment Advisory, Securities, Long-term Care, Insurance, Asset Allocation, Financial Services, Equities, Risk Management, Asset Management, Finance, Financial Advisory, Disability Insurance, Mergers & Acquisitions, Financial Analysis, Alternative Investments, Portfolio Management, Small Business, Wealth, Due Diligence, Public Speaking, Leadership, Strategic Planning
Education
University of Oklahoma 1964 — 1967
Scott A. Miller Scott A. Miller's Ameriprise Financial Services, Inc. Experience 2000 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2000 - Present
Ameriprise Financial Services, Inc. 2000 - 2009
Education
University of Oklahoma
B.B.A., Finance
Ameriprise Financial Services, Inc. 2000 - Present
Ameriprise Financial Services, Inc. 2000 - 2009
Education
University of Oklahoma
B.B.A., Finance
Carol Breglio, MBA, CFP®, APMA®'s Ameriprise Financial Services, Inc. Experience June 1999 - Present
Job Breglio & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1999 - Present
Place Resources Corporation July 1997 - November 1998
CIBC January 1989 - June 1996
Skills
Finance, Financial Planning, Investments, Portfolio Management, Retirement Planning, Insurance, Public Speaking, Corporate Finance, Leadership, Financial Analysis
Education
University of Oklahoma 1983 — 1987
Master of Business Administration (M.B.A.), Concentration in Energy Finance
University of Oklahoma 1978 — 1982
Bachelor of Science (B.S.), Petroleum Engineering
Ameriprise Financial Services, Inc. June 1999 - Present
Place Resources Corporation July 1997 - November 1998
CIBC January 1989 - June 1996
Skills
Finance, Financial Planning, Investments, Portfolio Management, Retirement Planning, Insurance, Public Speaking, Corporate Finance, Leadership, Financial Analysis
Education
University of Oklahoma 1983 — 1987
Master of Business Administration (M.B.A.), Concentration in Energy Finance
University of Oklahoma 1978 — 1982
Bachelor of Science (B.S.), Petroleum Engineering
Gregory Trost Gregory Trost's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
MetLife March 2002 - May 2013
Education
University of Oregon 1979 — 1983
Business Management, Finance
Ameriprise Financial Services, Inc. May 2013 - Present
MetLife March 2002 - May 2013
Education
University of Oregon 1979 — 1983
Business Management, Finance
Suzanne Berg's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Senior Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
Skills
Process Improvement, Finance, Leadership, Analysis, Coaching, Performance Management, Testing, Project Management, Business Process, Training, Banking, Requirements Gathering, Business Analysis, Data Analysis
Education
University of Phoenix 2003 — 2008
Bachelor's, Finance
University of Phoenix
Associates
Ameriprise Financial Services, Inc. December 2013 - Present
Skills
Process Improvement, Finance, Leadership, Analysis, Coaching, Performance Management, Testing, Project Management, Business Process, Training, Banking, Requirements Gathering, Business Analysis, Data Analysis
Education
University of Phoenix 2003 — 2008
Bachelor's, Finance
University of Phoenix
Associates
Rebecca Boisclair Rebecca Boisclair's Ameriprise Financial Services, Inc. Experience January 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2000 - Present
Education
University of Rhode Island 1994 — 1999
Bachelor of Arts (B.A.), Political Science and Government
University of Rhode Island 1994 — 1999
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. January 2000 - Present
Education
University of Rhode Island 1994 — 1999
Bachelor of Arts (B.A.), Political Science and Government
University of Rhode Island 1994 — 1999
Bachelor of Arts (B.A.), Economics
Carl Dehne, CPA Carl Dehne, CPA's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley Smith Barney February 2010 - February 2012
Breakthrough Management, Inc. ("BMI") 1991 - February 2010
H.D. Vest Financial Services 2007 - 2008
Talley Sign Company 1989 - 1991
Scott & Stringfellow, Inc. May 1984 - November 1989
Stonewall Gas Company (sold to Dominion Resources) 1981 - 1984
Education
University of Richmond 1975 — 1979
Bachelor's Degree
Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley Smith Barney February 2010 - February 2012
Breakthrough Management, Inc. ("BMI") 1991 - February 2010
H.D. Vest Financial Services 2007 - 2008
Talley Sign Company 1989 - 1991
Scott & Stringfellow, Inc. May 1984 - November 1989
Stonewall Gas Company (sold to Dominion Resources) 1981 - 1984
Education
University of Richmond 1975 — 1979
Bachelor's Degree
Nicole Lolich Nicole Lolich's Ameriprise Financial Services, Inc. Experience December 2009 - Present
Job Registered Client Service Associate at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2009 - Present
Wells Fargo Advisors, LLC October 2007 - November 2009
Bank of America November 2002 - October 2007
Education
University of Oregon 1998 — 2002
BS, Psychology, Computer Information Technology
Ameriprise Financial Services, Inc. December 2009 - Present
Wells Fargo Advisors, LLC October 2007 - November 2009
Bank of America November 2002 - October 2007
Education
University of Oregon 1998 — 2002
BS, Psychology, Computer Information Technology
Jeff Asay Jeff Asay's Ameriprise Financial Services, Inc. Experience March 2012 - February 2013
Job
Industry Information Technology and Services
Experience
TitleTec, Inc. September 2015 - Present
HandStand January 2013 - Present
Asset-Map, LLC. January 2014 - September 2015
Ameriprise Financial Services, Inc. March 2012 - February 2013
Edward Jones April 2009 - March 2012
Ci&T January 2009 - January 2009
TruePosition April 2005 - November 2008
Bridgestone/Firestone Off Road Tire Company March 2004 - April 2005
Bridgestone/Firestone 1996 - 2005
MBA Enterprise Corps (now Citizens Democracy Corps) Vilnius, Lithuania 1995 - 1996
Skills
Competitive Analysis, P&L Management, Cross-functional Team..., Strategic Planning, Product Management, Retirement Planning, Tax Strategies, Wealth Management, Marketing Strategy, Business Development, Business Planning, Business Strategy, Management, Product Marketing, Leadership, Marketing Management, Strategy, Marketing
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1995
MBA, General Management
University of Pennsylvania - The Wharton School 1986 — 1990
BBA, Marketing
TitleTec, Inc. September 2015 - Present
HandStand January 2013 - Present
Asset-Map, LLC. January 2014 - September 2015
Ameriprise Financial Services, Inc. March 2012 - February 2013
Edward Jones April 2009 - March 2012
Ci&T January 2009 - January 2009
TruePosition April 2005 - November 2008
Bridgestone/Firestone Off Road Tire Company March 2004 - April 2005
Bridgestone/Firestone 1996 - 2005
MBA Enterprise Corps (now Citizens Democracy Corps) Vilnius, Lithuania 1995 - 1996
Skills
Competitive Analysis, P&L Management, Cross-functional Team..., Strategic Planning, Product Management, Retirement Planning, Tax Strategies, Wealth Management, Marketing Strategy, Business Development, Business Planning, Business Strategy, Management, Product Marketing, Leadership, Marketing Management, Strategy, Marketing
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1995
MBA, General Management
University of Pennsylvania - The Wharton School 1986 — 1990
BBA, Marketing
Tami A Berge, MBA Tami A Berge, MBA's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Compliance Manager Supervisory Controls Unit at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - September 2013
Ameriprise Financial Services, Inc. September 2009 - June 2012
Wells Fargo May 2007 - December 2008
Piper Jaffray March 2005 - September 2006
Thrivent Financial for Lutherans April 2004 - March 2005
Wells Fargo Insurance Services 1989 - 2004
UnitedHealthcare 1982 - 1989
Skills
Financial Services, Mutual Funds, Series 7, Investments, Securities, Finance, Operational Risk, Insurance, Retirement Planning, Contract Management, Asset Management, Risk Management, Internal Controls, Strategic Financial..., Wealth Management, Broker-Dealer Compliance, Investment Adviser Act
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA)
University of Phoenix 2004 — 2008
Bachelor of Science (BS), Business Management, Graduated with Honors
Villanova University 2003 — 2004
Certificate, Project Management
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - September 2013
Ameriprise Financial Services, Inc. September 2009 - June 2012
Wells Fargo May 2007 - December 2008
Piper Jaffray March 2005 - September 2006
Thrivent Financial for Lutherans April 2004 - March 2005
Wells Fargo Insurance Services 1989 - 2004
UnitedHealthcare 1982 - 1989
Skills
Financial Services, Mutual Funds, Series 7, Investments, Securities, Finance, Operational Risk, Insurance, Retirement Planning, Contract Management, Asset Management, Risk Management, Internal Controls, Strategic Financial..., Wealth Management, Broker-Dealer Compliance, Investment Adviser Act
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA)
University of Phoenix 2004 — 2008
Bachelor of Science (BS), Business Management, Graduated with Honors
Villanova University 2003 — 2004
Certificate, Project Management
John Nevins John Nevins's Ameriprise Financial Services, Inc. Experience January 2005 - June 2009
Job Director of Sales at Gravitational Marketing
Industry Marketing and Advertising
Experience
Gravitational Marketing December 2013 - Present
John Hancock Financial Network 2011 - January 2014
AXA Advisors June 2009 - September 2011
Ameriprise Financial Services, Inc. January 2005 - June 2009
Captial Growth Financial January 2003 - January 2005
Morgan Stanley June 2000 - January 2003
Merrill Lynch May 1993 - June 2000
Skills
401k, Customer Satisfaction, Customer Service, Employee Benefits, Financial Planners, Financial Services, Management, Marketing, Marketing Strategy, Sales, Sales Management
Education
University of Pittsburgh 1984 — 1985
Gravitational Marketing December 2013 - Present
John Hancock Financial Network 2011 - January 2014
AXA Advisors June 2009 - September 2011
Ameriprise Financial Services, Inc. January 2005 - June 2009
Captial Growth Financial January 2003 - January 2005
Morgan Stanley June 2000 - January 2003
Merrill Lynch May 1993 - June 2000
Skills
401k, Customer Satisfaction, Customer Service, Employee Benefits, Financial Planners, Financial Services, Management, Marketing, Marketing Strategy, Sales, Sales Management
Education
University of Pittsburgh 1984 — 1985
Brandon Herlihy Brandon Herlihy's Ameriprise Financial Services, Inc. Experience 2004 - 2005
Job New York State Deferred Compensation Plan at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance November 2013 - Present
Allstate December 2012 - November 2013
ZocDoc June 2012 - December 2012
Nationwide Insurance August 2005 - June 2012
Ameriprise Financial Services, Inc. 2004 - 2005
Skills
Sales, Life Insurance, College Savings Plans, Public Speaking, Long-term Care, Disability Insurance, Business Acquisition, New Business Development, Marketing, Marketing Strategy, Customer Service, Team Building, Contract Negotiation, Account Management, Insurance, Customer Retention, Sales Presentations, Leadership
Education
Dowling College: Townsend School of Business 2008 — 2009
M.B.A., General Management
University of Rhode Island 1999 — 2004
Nationwide Insurance November 2013 - Present
Allstate December 2012 - November 2013
ZocDoc June 2012 - December 2012
Nationwide Insurance August 2005 - June 2012
Ameriprise Financial Services, Inc. 2004 - 2005
Skills
Sales, Life Insurance, College Savings Plans, Public Speaking, Long-term Care, Disability Insurance, Business Acquisition, New Business Development, Marketing, Marketing Strategy, Customer Service, Team Building, Contract Negotiation, Account Management, Insurance, Customer Retention, Sales Presentations, Leadership
Education
Dowling College: Townsend School of Business 2008 — 2009
M.B.A., General Management
University of Rhode Island 1999 — 2004
Will Gordon, CFP® Will Gordon, CFP®'s Ameriprise Financial Services, Inc. Experience June 2005 - September 2006
Job VP Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
MetLife April 2014 - September 2015
MetLife December 2010 - August 2012
John Hancock Life Insurance Company (U.S.A.) August 2006 - December 2010
Ameriprise Financial Services, Inc. June 2005 - September 2006
Skills
Series 7, Retirement Planning, Investments, Wealth Management, Mutual Funds, Insurance, 401k, eMoney, NaviPlan, Bluefrog, Kubra, Fixed Annuities, Retirement, Asset Allocation, Variable Annuities, Strategic Financial..., 529 Plans, Uniform Combined State..., Separately Managed..., Financial Advisory, FINRA, Morningstar, Lotus Notes
Education
University of Richmond 2001 — 2005
BSBA
McDonogh School 1997 — 2001
Fidelity Investments September 2015 - Present
MetLife April 2014 - September 2015
MetLife December 2010 - August 2012
John Hancock Life Insurance Company (U.S.A.) August 2006 - December 2010
Ameriprise Financial Services, Inc. June 2005 - September 2006
Skills
Series 7, Retirement Planning, Investments, Wealth Management, Mutual Funds, Insurance, 401k, eMoney, NaviPlan, Bluefrog, Kubra, Fixed Annuities, Retirement, Asset Allocation, Variable Annuities, Strategic Financial..., 529 Plans, Uniform Combined State..., Separately Managed..., Financial Advisory, FINRA, Morningstar, Lotus Notes
Education
University of Richmond 2001 — 2005
BSBA
McDonogh School 1997 — 2001
Noah Krygier Noah Krygier's Ameriprise Financial Services, Inc. Experience September 2002 - March 2003
Job Enterprise Account Manager at Red Hat
Industry Computer Software
Experience
Red Hat January 2014 - Present
Hawk Ridge Systems October 2011 - January 2014
Pitney Bowes February 2004 - October 2011
UniFirst Corporation April 2003 - February 2004
Ameriprise Financial Services, Inc. September 2002 - March 2003
May Company April 2001 - August 2002
Skills
Sales Process, Cold Calling, Account Management, Solution Selling, Direct Sales, Key Account Management, Sales Management, Sales Presentations, Salesforce.com, SaaS, Managed Print Services, Enterprise Software, New Business Development, Training, Major Accounts, Sales, Leadership, Sales Operations, CRM, Lead Generation, Business Development, Marketing, Management, Selling, B2B, Product Development, Deal Closure, Qualifying Prospects, Software Industry, Customer Satisfaction, Product Launch, Marketing Strategy, Strategic Partnerships, Cloud Computing, Building Relationships, Marketing Automation, Product Marketing, Team Leadership, Competitive Analysis, Negotiation, Forecasting, Contract Negotiation, Selling Skills, Strategy, Direct Marketing, Complex Sales, Channel Partners, Go-to-market Strategy, Customer Retention, Demand Generation
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
Bachelor of Science, Business Administration; Marketing
Red Hat January 2014 - Present
Hawk Ridge Systems October 2011 - January 2014
Pitney Bowes February 2004 - October 2011
UniFirst Corporation April 2003 - February 2004
Ameriprise Financial Services, Inc. September 2002 - March 2003
May Company April 2001 - August 2002
Skills
Sales Process, Cold Calling, Account Management, Solution Selling, Direct Sales, Key Account Management, Sales Management, Sales Presentations, Salesforce.com, SaaS, Managed Print Services, Enterprise Software, New Business Development, Training, Major Accounts, Sales, Leadership, Sales Operations, CRM, Lead Generation, Business Development, Marketing, Management, Selling, B2B, Product Development, Deal Closure, Qualifying Prospects, Software Industry, Customer Satisfaction, Product Launch, Marketing Strategy, Strategic Partnerships, Cloud Computing, Building Relationships, Marketing Automation, Product Marketing, Team Leadership, Competitive Analysis, Negotiation, Forecasting, Contract Negotiation, Selling Skills, Strategy, Direct Marketing, Complex Sales, Channel Partners, Go-to-market Strategy, Customer Retention, Demand Generation
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
Bachelor of Science, Business Administration; Marketing
Shawn Downey Shawn Downey's Ameriprise Financial Services, Inc. Experience 2002 - Present
Job Financial Advisor at DeShaw & Downey. A financial advisory practice at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2002 - Present
Promax Event Management Company 2001 - 2002
Education
University of Portland 1996 — 2001
Bachelors of Science, Organizational Communications
Ameriprise Financial Services, Inc. 2002 - Present
Promax Event Management Company 2001 - 2002
Education
University of Portland 1996 — 2001
Bachelors of Science, Organizational Communications
Nancy Curtis Nancy Curtis's Ameriprise Financial Services, Inc. Experience 1990 - 2001
Job Sales Consultant, Designer Homes, a Division of RitzCraft
Industry Architecture & Planning
Experience
The Inn at New Berlin September 2006 - September 2012
Wealth Advocacy Partners 2003 - 2006
Ameriprise Financial Services, Inc. 1990 - 2001
Skills
Customer Service, Customer Relations, Microsoft Office, Marketing, Social Media, Strategic Planning, Event Planning, Marketing Strategy, Public Speaking, Hospitality, Microsoft Excel, Retail, Sales, Organizational..., Hotels, Tourism, Advertising
Education
University of Rhode Island - College of Business Administration
Bachelor of Science, Business Administration
The Inn at New Berlin September 2006 - September 2012
Wealth Advocacy Partners 2003 - 2006
Ameriprise Financial Services, Inc. 1990 - 2001
Skills
Customer Service, Customer Relations, Microsoft Office, Marketing, Social Media, Strategic Planning, Event Planning, Marketing Strategy, Public Speaking, Hospitality, Microsoft Excel, Retail, Sales, Organizational..., Hotels, Tourism, Advertising
Education
University of Rhode Island - College of Business Administration
Bachelor of Science, Business Administration
Kassandra Johnson's Ameriprise Financial Services, Inc. Experience November 2012 - June 2014
Job Knowledge Manager and Trainer at RiverSource
Industry Financial Services
Experience
RiverSource April 2015 - Present
RiverSource July 2014 - April 2015
Ameriprise Financial Services, Inc. November 2012 - June 2014
Ameriprise Financial Services, Inc. March 2011 - November 2012
Wells Fargo Advisors, LLC September 2009 - February 2011
Moonshadow Farms April 2009 - October 2009
Harry & David Operations Corp. March 2006 - December 2008
Harry & David Operations Corp. June 2005 - March 2006
Red Cedar Medical Center November 2003 - May 2005
The Niche September 2004 - December 2004
Skills
Customer Service, Recruiting, Employee Relations, Talent Acquisition, Human Resources, Outlook, Performance Management, Microsoft Excel, Retail, Payroll, Employee Benefits, Sourcing, Training, Onboarding, Microsoft Word, PowerPoint, HRIS, Time Management, Team Building, Management, Interviews, Process Improvement, Inventory Management, Leadership, Analysis, Budgets, Sales, New Hire Orientations, Hiring, Marketing, Leadership Development, Insurance, Customer Retention, Cold Calling
Education
University of Phoenix 2006 — 2008
MBA, Human Resource Management
University of Wisconsin-Stout 2001 — 2004
BS, Retail Merchandising & Management
Centennial High School 1997 — 2001
RiverSource April 2015 - Present
RiverSource July 2014 - April 2015
Ameriprise Financial Services, Inc. November 2012 - June 2014
Ameriprise Financial Services, Inc. March 2011 - November 2012
Wells Fargo Advisors, LLC September 2009 - February 2011
Moonshadow Farms April 2009 - October 2009
Harry & David Operations Corp. March 2006 - December 2008
Harry & David Operations Corp. June 2005 - March 2006
Red Cedar Medical Center November 2003 - May 2005
The Niche September 2004 - December 2004
Skills
Customer Service, Recruiting, Employee Relations, Talent Acquisition, Human Resources, Outlook, Performance Management, Microsoft Excel, Retail, Payroll, Employee Benefits, Sourcing, Training, Onboarding, Microsoft Word, PowerPoint, HRIS, Time Management, Team Building, Management, Interviews, Process Improvement, Inventory Management, Leadership, Analysis, Budgets, Sales, New Hire Orientations, Hiring, Marketing, Leadership Development, Insurance, Customer Retention, Cold Calling
Education
University of Phoenix 2006 — 2008
MBA, Human Resource Management
University of Wisconsin-Stout 2001 — 2004
BS, Retail Merchandising & Management
Centennial High School 1997 — 2001
Sara Meier (Jackman)'s Ameriprise Financial Services, Inc. Experience June 2011 - November 2011
Job Associate Recruiter at Precor
Industry Health, Wellness and Fitness
Experience
Precor June 2015 - Present
Moss Adams LLP December 2014 - June 2015
Moss Adams LLP October 2013 - November 2014
Moss Adams Wealth Advisors LLC November 2011 - October 2013
Ameriprise Financial Services, Inc. June 2011 - November 2011
Skills
Social Media, Financial Analysis, Financial Reporting, Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Finance
Education
University of Portland 2007 — 2011
Finance, Finance and Financial Management Services
Naaman Forest High School 2003 — 2007
Precor June 2015 - Present
Moss Adams LLP December 2014 - June 2015
Moss Adams LLP October 2013 - November 2014
Moss Adams Wealth Advisors LLC November 2011 - October 2013
Ameriprise Financial Services, Inc. June 2011 - November 2011
Skills
Social Media, Financial Analysis, Financial Reporting, Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Finance
Education
University of Portland 2007 — 2011
Finance, Finance and Financial Management Services
Naaman Forest High School 2003 — 2007
Hannah Skrbis's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Mechanical Engineering Intern at Parker Hannifin Corporate Technology Ventures
Industry Mechanical or Industrial Engineering
Experience
Parker Hannifin May 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - August 2013
Skills
Product Design, Product Development, SolidWorks, Collaborative Problem..., Collaborative R&D, CAD/CAM, PTC Creo, Matlab, Product R&D, Rapid Prototyping, Digital Sketching, 3D Rendering, Manufacturing, Teamwork, Microsoft Office, Autodesk Inventor, Adobe Design Programs, CNC Mill, 3D Printing, Data Analysis, Finite Element Analysis, Adobe Creative Suite, Photoshop, Illustrator, Digital Illustration, Technical Illustration, Keyshot, Sketchbook Pro, Fortran, Labview, C++, Arduino, Social Media
Education
University of Notre Dame 2012 — 2017
Mechanical Engineering, Industrial Design, Senior
Lake Catholic High School 2008 — 2012
Parker Hannifin May 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - August 2013
Skills
Product Design, Product Development, SolidWorks, Collaborative Problem..., Collaborative R&D, CAD/CAM, PTC Creo, Matlab, Product R&D, Rapid Prototyping, Digital Sketching, 3D Rendering, Manufacturing, Teamwork, Microsoft Office, Autodesk Inventor, Adobe Design Programs, CNC Mill, 3D Printing, Data Analysis, Finite Element Analysis, Adobe Creative Suite, Photoshop, Illustrator, Digital Illustration, Technical Illustration, Keyshot, Sketchbook Pro, Fortran, Labview, C++, Arduino, Social Media
Education
University of Notre Dame 2012 — 2017
Mechanical Engineering, Industrial Design, Senior
Lake Catholic High School 2008 — 2012
Alyson Johansen's Ameriprise Financial Services, Inc. Experience August 1998 - September 2000
Job Experienced Financial Services Junior Executive Focus in Compliance, Operations, Project Management, FINRA 7, 24, 63, 65
Industry Financial Services
Experience
TD Ameritrade October 2011 - Present
Morgan Stanley Smith Barney November 2008 - August 2011
E*TRADE Financial January 2004 - November 2008
E*TRADE Financial January 2004 - November 2008
Harrisdirect (Merged with E*TRADE) January 2004 - November 2008
ING Advisors Network September 2000 - January 2003
Ameriprise Financial Services, Inc. August 1998 - September 2000
Foster Jeffries, LLC May 1997 - June 1998
Skills
Wealth Management, Vendor Management, Portfolio Management, Investments, Securities, Customer Service, FINRA, Management, Human Resources, Series 63, Process Improvement, Equities, Training, Financial Services, Recruiting, Mutual Funds, Relationship Management, Series 7, Retirement Planning, Call Centers, Leadership, Team Leadership, Finance, Risk Management, Employee Benefits, Project Management, Series 24, Options
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Business Management and Operations, 3.88 Cum Laude
University of Utah 1992 — 1993
Psychology
TD Ameritrade October 2011 - Present
Morgan Stanley Smith Barney November 2008 - August 2011
E*TRADE Financial January 2004 - November 2008
E*TRADE Financial January 2004 - November 2008
Harrisdirect (Merged with E*TRADE) January 2004 - November 2008
ING Advisors Network September 2000 - January 2003
Ameriprise Financial Services, Inc. August 1998 - September 2000
Foster Jeffries, LLC May 1997 - June 1998
Skills
Wealth Management, Vendor Management, Portfolio Management, Investments, Securities, Customer Service, FINRA, Management, Human Resources, Series 63, Process Improvement, Equities, Training, Financial Services, Recruiting, Mutual Funds, Relationship Management, Series 7, Retirement Planning, Call Centers, Leadership, Team Leadership, Finance, Risk Management, Employee Benefits, Project Management, Series 24, Options
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Business Management and Operations, 3.88 Cum Laude
University of Utah 1992 — 1993
Psychology
Jeff Realejo's Ameriprise Financial Services, Inc. Experience July 2014 - August 2014
Job Investment Consultant at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
Sentinel Benefits & Financial Group June 2015 - Present
The Center for Career and Experiential Education September 2014 - May 2015
Ameriprise Financial Services, Inc. July 2014 - August 2014
Yeske Buie January 2014 - May 2014
SmartSite Consulting May 2013 - August 2013
Dunkin Donuts July 2009 - August 2012
Skills
SEO, Marketing Strategy, Social Media, Marketing, Social Networking, Advertising, Marketing Communications, Public Speaking, Microsoft Office, Customer Service, Financial Reporting, Finance, Strategic Financial..., Financial Risk, Salesforce.com, Portfolio Management, WordPress, Financial Planning
Education
University of Rhode Island - College of Business Administration 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Sentinel Benefits & Financial Group June 2015 - Present
The Center for Career and Experiential Education September 2014 - May 2015
Ameriprise Financial Services, Inc. July 2014 - August 2014
Yeske Buie January 2014 - May 2014
SmartSite Consulting May 2013 - August 2013
Dunkin Donuts July 2009 - August 2012
Skills
SEO, Marketing Strategy, Social Media, Marketing, Social Networking, Advertising, Marketing Communications, Public Speaking, Microsoft Office, Customer Service, Financial Reporting, Finance, Strategic Financial..., Financial Risk, Salesforce.com, Portfolio Management, WordPress, Financial Planning
Education
University of Rhode Island - College of Business Administration 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Louis Rispoli Louis Rispoli's Ameriprise Financial Services, Inc. Experience June 2013 - September 2013
Job Analyst at Aggressive Energy LLC
Industry Financial Services
Experience
Aggressive Energy LLC December 2014 - Present
Carmel Richmond Nursing Home July 2006 - November 2014
Ameriprise Financial Services, Inc. June 2013 - September 2013
Point Judith Country Club September 2012 - April 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, HTML, Windows, Team Leadership, Financial Modeling, Economics, Sales, Time Management
Education
University of Rhode Island 2010 — 2014
Bachelor's Degree, Economics and Business Administration
Xaverian High School 2006 — 2010
High School
Aggressive Energy LLC December 2014 - Present
Carmel Richmond Nursing Home July 2006 - November 2014
Ameriprise Financial Services, Inc. June 2013 - September 2013
Point Judith Country Club September 2012 - April 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, HTML, Windows, Team Leadership, Financial Modeling, Economics, Sales, Time Management
Education
University of Rhode Island 2010 — 2014
Bachelor's Degree, Economics and Business Administration
Xaverian High School 2006 — 2010
High School
Metairie Hecht's Ameriprise Financial Services, Inc. Experience April 2002 - June 2007
Job Executive Administrative Assistant/Legal Secretary at Cargill Incorporated
Industry Legal Services
Experience
Cargill Incorporated June 2007 - Present
Ameriprise Financial Services, Inc. April 2002 - June 2007
Skills
Contract Writing, Typing, Microsoft Office, Information Technology, Legal Research, People Management, Accounting, International Travel, Confidentiality, Media Technology, Travel Visas, Event Planning, Promoting Events, Marketing Communications, Website Updating, Editing, Photoshop, Legal Writing, Legal Documentation, Business Networking, Web Based Systems, Expense Management, Dictation, Records Management, Singer/Songwriter, Regulatory Documentation, Regulatory Guidelines, Microsoft Excel, Accounts Payable, Calendaring, Administrative..., Office Management, Outlook, Administrative...
Education
University of Phoenix-Minneapolis/St Paul Campus
Business Administration and Management, General
Cargill Incorporated June 2007 - Present
Ameriprise Financial Services, Inc. April 2002 - June 2007
Skills
Contract Writing, Typing, Microsoft Office, Information Technology, Legal Research, People Management, Accounting, International Travel, Confidentiality, Media Technology, Travel Visas, Event Planning, Promoting Events, Marketing Communications, Website Updating, Editing, Photoshop, Legal Writing, Legal Documentation, Business Networking, Web Based Systems, Expense Management, Dictation, Records Management, Singer/Songwriter, Regulatory Documentation, Regulatory Guidelines, Microsoft Excel, Accounts Payable, Calendaring, Administrative..., Office Management, Outlook, Administrative...
Education
University of Phoenix-Minneapolis/St Paul Campus
Business Administration and Management, General
Beth (Thomas) Patterson, C.P.M.'s Ameriprise Financial Services, Inc. Experience June 2002 - June 2005
Job
Industry Information Technology and Services
Experience
Knolls of Slaughter Creek Home Owners Association March 2015 - Present
Accenture November 2014 - Present
Accenture September 2013 - November 2014
Accenture August 2012 - September 2013
Accenture November 2010 - August 2012
Ariba October 2009 - November 2010
Ariba November 2006 - October 2009
Ariba January 2006 - November 2006
PNC May 2005 - January 2006
Ameriprise Financial Services, Inc. June 2002 - June 2005
Skills
Contract Negotiation, Sourcing & Procurement, Project Management, Spend Analysis, Procurement, Team Building, Budget Development, Contract Review, Contract Management, Training, Management, Strategic Sourcing, Leadership, Outsourcing, Purchasing, Sourcing, Supply Chain, Program Management, Supply Chain Management, Strategy, Supply Management, Cross-functional Team..., E-procurement, Global Sourcing, Integration, Negotiation, Analysis, Business Process..., Ariba, Budgets, Vendor Management
Education
University of Pittsburgh 2001 — 2005
Bachelor Of Arts, Humanities: Communication, English Writing and Linguistics
International Culinary Academy 1999 — 2001
Associate Degree, Culinary Arts
Knolls of Slaughter Creek Home Owners Association March 2015 - Present
Accenture November 2014 - Present
Accenture September 2013 - November 2014
Accenture August 2012 - September 2013
Accenture November 2010 - August 2012
Ariba October 2009 - November 2010
Ariba November 2006 - October 2009
Ariba January 2006 - November 2006
PNC May 2005 - January 2006
Ameriprise Financial Services, Inc. June 2002 - June 2005
Skills
Contract Negotiation, Sourcing & Procurement, Project Management, Spend Analysis, Procurement, Team Building, Budget Development, Contract Review, Contract Management, Training, Management, Strategic Sourcing, Leadership, Outsourcing, Purchasing, Sourcing, Supply Chain, Program Management, Supply Chain Management, Strategy, Supply Management, Cross-functional Team..., E-procurement, Global Sourcing, Integration, Negotiation, Analysis, Business Process..., Ariba, Budgets, Vendor Management
Education
University of Pittsburgh 2001 — 2005
Bachelor Of Arts, Humanities: Communication, English Writing and Linguistics
International Culinary Academy 1999 — 2001
Associate Degree, Culinary Arts
Charlie Walp's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial May 2010 - December 2014
University of Richmond August 2009 - May 2010
Ameriprise Financial Services, Inc. May 2007 - August 2009
Education
University of Richmond 2006 — 2010
BS, Business Management with a Concentration in Finance
Charles University 2008 — 2008
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial May 2010 - December 2014
University of Richmond August 2009 - May 2010
Ameriprise Financial Services, Inc. May 2007 - August 2009
Education
University of Richmond 2006 — 2010
BS, Business Management with a Concentration in Finance
Charles University 2008 — 2008
Janelle (Chavez) Carroll Janelle (Chavez) Carroll's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Office Manager at Ameriprise Financial Services, Inc.
Industry Public Relations and Communications
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Logie's on the Corner February 2007 - Present
Dugan Dental Inc. May 2011 - July 2015
Auto Insurance Center Agency Inc January 2010 - May 2014
Skills
Microsoft Word, Teamwork, Time Management, Leadership, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Event Planning, Marketing, Social Media, Outlook, Communication
Education
University of Oklahoma 2006 — 2010
Bachelor's Degree, Communication, General
Ameriprise Financial Services, Inc. July 2015 - Present
Logie's on the Corner February 2007 - Present
Dugan Dental Inc. May 2011 - July 2015
Auto Insurance Center Agency Inc January 2010 - May 2014
Skills
Microsoft Word, Teamwork, Time Management, Leadership, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Event Planning, Marketing, Social Media, Outlook, Communication
Education
University of Oklahoma 2006 — 2010
Bachelor's Degree, Communication, General
Chad Stauffacher's Ameriprise Financial Services, Inc. Experience 1996 - Present
Job Private Wealth Advisor, Managing Director, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1996 - Present
Education
College for Financial Planning 2013 — 2013
University of Phoenix 2001 — 2002
College of Financial Planning
University of Wisconsin-La Crosse 1991 — 1995
Undergraduate Degree Bachelors of Science, Finance
Ameriprise Financial Services, Inc. 1996 - Present
Education
College for Financial Planning 2013 — 2013
University of Phoenix 2001 — 2002
College of Financial Planning
University of Wisconsin-La Crosse 1991 — 1995
Undergraduate Degree Bachelors of Science, Finance
Dana Fontanella Dana Fontanella's Ameriprise Financial Services, Inc. Experience September 2011 - December 2011
Job Distribution Analyst at Michael Kors
Industry Retail
Experience
Michael Kors August 2014 - Present
American Eagle Outfitters November 2013 - August 2014
American Eagle Outfitters March 2013 - November 2013
American Eagle Outfitters November 2012 - March 2013
American Eagle Outfitters June 2012 - November 2012
Ameriprise Financial Services, Inc. September 2011 - December 2011
Merrill Lynch January 2011 - May 2011
Burger King Corporation May 2009 - August 2009
Skills
Training, Microsoft Word, Recruiting, Retail, JDA, Cognos, Microsoft Office, Product Development, Leadership, Sales, Teamwork, Microsoft Excel, Access, Social Media Marketing, Social Networking, Data Analysis, Forecasting, Social Media, Outlook, Market Research
Education
University of Pittsburgh 2008 — 2011
BSBA, College of Business Administration - Finance, Economics
Institute for Shipboard Education - UVa 2010 — 2010
Semester at Sea; Study Abroad
Michael Kors August 2014 - Present
American Eagle Outfitters November 2013 - August 2014
American Eagle Outfitters March 2013 - November 2013
American Eagle Outfitters November 2012 - March 2013
American Eagle Outfitters June 2012 - November 2012
Ameriprise Financial Services, Inc. September 2011 - December 2011
Merrill Lynch January 2011 - May 2011
Burger King Corporation May 2009 - August 2009
Skills
Training, Microsoft Word, Recruiting, Retail, JDA, Cognos, Microsoft Office, Product Development, Leadership, Sales, Teamwork, Microsoft Excel, Access, Social Media Marketing, Social Networking, Data Analysis, Forecasting, Social Media, Outlook, Market Research
Education
University of Pittsburgh 2008 — 2011
BSBA, College of Business Administration - Finance, Economics
Institute for Shipboard Education - UVa 2010 — 2010
Semester at Sea; Study Abroad
Jennifer Scully Jennifer Scully's Ameriprise Financial Services, Inc. Experience December 2002 - Present
Job Office Manager at Gin Wealth Management Partners | Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2002 - Present
Education
University of Phoenix 1999 — 2004
Bachelor of Science (B.S.), Buiness Information Systems
Ameriprise Financial Services, Inc. December 2002 - Present
Education
University of Phoenix 1999 — 2004
Bachelor of Science (B.S.), Buiness Information Systems
Susan Worwa Susan Worwa's Ameriprise Financial Services, Inc. Experience August 2014 - June 2015
Job Communications Strategist / Executive Writer
Industry Public Relations and Communications
Experience
Seeking new career opportunity July 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - June 2015
Carlson September 2012 - August 2014
MLT Vacations (subsidiary of Delta Air Lines) November 2006 - September 2012
GNP Gold 'n Plump Poultry September 2004 - November 2006
ActionGirl Communications Consulting April 2002 - September 2004
Polaris Industries March 1998 - April 2002
Skills
Internal Communications, Corporate Communications, Crisis Communications, Media Relations, Marketing Communications, Press Releases, Public Relations, Social Media Marketing, Internal & External..., Project Management, Event Management, Strategic Planning, Brand Development, Editing, Social Media, Corporate Branding, Advertising, Writing, Strategy, Online Advertising, Marketing, Strategic Communications, Email Marketing, Blogging, Employee Relations, Employee Recognition, Employee Engagement, Technical Writing, Leadership, Executive Coaching, Executive..., Communications Planning, Content Development, Intranet Strategy, Human Resources..., Communications..., C-Level Communications, C-Level Relationships, C-Level Executive..., Cross-functional..., Relationship Building, Team Management, Executive Counsel, Managing Agency..., Emotional Intelligence, Achieving Measurable..., Creative, Global Communications, Analysis, Change Management
Education
UNIVERSITY OF WISCONSIN
Bachelor of Science, Political Science
University of Puerto Rico-Humacao
Political Science and Government
Seeking new career opportunity July 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - June 2015
Carlson September 2012 - August 2014
MLT Vacations (subsidiary of Delta Air Lines) November 2006 - September 2012
GNP Gold 'n Plump Poultry September 2004 - November 2006
ActionGirl Communications Consulting April 2002 - September 2004
Polaris Industries March 1998 - April 2002
Skills
Internal Communications, Corporate Communications, Crisis Communications, Media Relations, Marketing Communications, Press Releases, Public Relations, Social Media Marketing, Internal & External..., Project Management, Event Management, Strategic Planning, Brand Development, Editing, Social Media, Corporate Branding, Advertising, Writing, Strategy, Online Advertising, Marketing, Strategic Communications, Email Marketing, Blogging, Employee Relations, Employee Recognition, Employee Engagement, Technical Writing, Leadership, Executive Coaching, Executive..., Communications Planning, Content Development, Intranet Strategy, Human Resources..., Communications..., C-Level Communications, C-Level Relationships, C-Level Executive..., Cross-functional..., Relationship Building, Team Management, Executive Counsel, Managing Agency..., Emotional Intelligence, Achieving Measurable..., Creative, Global Communications, Analysis, Change Management
Education
UNIVERSITY OF WISCONSIN
Bachelor of Science, Political Science
University of Puerto Rico-Humacao
Political Science and Government
Melissa McLerran's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Civil Engineering
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
World Ventures October 2014 - April 2015
Bob Allen Ford August 2014 - October 2014
Kansas City Orthopaedic Inst March 2011 - August 2014
AoturoaLED April 2010 - March 2011
ConEdison Solutions February 2008 - March 2010
E3 BioFuels January 2006 - September 2007
Lanier Worldwide February 2003 - February 2004
Black & Veatch December 2000 - September 2002
HP August 1985 - June 2000
Skills
Marketing Strategy, Management, Marketing, Vendor Management, Proposal Writing, Strategic Planning, Contract Negotiation, Business Development, Sales, Program Management, Leadership, Public Relations, Engineering, New Business Development, Sales Operations, Cross-functional Team...
Education
University of Pittsburgh 1977 — 1981
BS, Civil Engineering Technology
Ameriprise Financial Services, Inc. April 2015 - Present
World Ventures October 2014 - April 2015
Bob Allen Ford August 2014 - October 2014
Kansas City Orthopaedic Inst March 2011 - August 2014
AoturoaLED April 2010 - March 2011
ConEdison Solutions February 2008 - March 2010
E3 BioFuels January 2006 - September 2007
Lanier Worldwide February 2003 - February 2004
Black & Veatch December 2000 - September 2002
HP August 1985 - June 2000
Skills
Marketing Strategy, Management, Marketing, Vendor Management, Proposal Writing, Strategic Planning, Contract Negotiation, Business Development, Sales, Program Management, Leadership, Public Relations, Engineering, New Business Development, Sales Operations, Cross-functional Team...
Education
University of Pittsburgh 1977 — 1981
BS, Civil Engineering Technology
Erik D. Kos, MBA's Ameriprise Financial Services, Inc. Experience October 2009 - Present
Job Senior Manager Risk Mitigation at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Financial Services, Inc. November 2006 - October 2009
Ameriprise Financial Services, Inc. September 2002 - November 2006
Skills
Risk Management, Product Development, Entrepreneurship, Enterprise Risk..., Operational Risk..., Operations Management, Compliance, Finance, Catering, Series 7, Series 24, Risk Analysis, Trading, Analysis, Investment Advisory, Financial Crimes...
Education
University of Phoenix 2003 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
University of St. Thomas 2001 — 2003
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Financial Services, Inc. November 2006 - October 2009
Ameriprise Financial Services, Inc. September 2002 - November 2006
Skills
Risk Management, Product Development, Entrepreneurship, Enterprise Risk..., Operational Risk..., Operations Management, Compliance, Finance, Catering, Series 7, Series 24, Risk Analysis, Trading, Analysis, Investment Advisory, Financial Crimes...
Education
University of Phoenix 2003 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
University of St. Thomas 2001 — 2003
Ekaterina Velikokhatnaya Ekaterina Velikokhatnaya's Ameriprise Financial Services, Inc. Experience May 2007 - December 2007
Job MBA Candidate at NYU Stern School of Business
Industry Financial Services
Experience
NYU Stern School of Business August 2014 - Present
PPG Industries June 2013 - July 2014
PPG Industries April 2013 - May 2013
PPG Industries January 2013 - March 2013
PPG Industries August 2011 - December 2012
PPG Industries November 2009 - July 2011
Bayer March 2009 - November 2009
Clear Count Medical Solutions, Inc. June 2008 - November 2008
Legend Financial Advisors, Inc. January 2008 - April 2008
Ameriprise Financial Services, Inc. May 2007 - December 2007
Skills
Forecasting, Financial Analysis, SAP, Analysis, Finance, Budgets, Internal Controls, Auditing, Access, Variance Analysis, Management, Account Reconciliation
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pittsburgh 2004 — 2008
Bachelor's degree, Finance
University of Pittsburgh 2004 — 2008
Bachelor's degree, Mathematics-Economics
School #9 Tomsk, Russia 1992 — 2002
Elementary/Middle/High School
NYU Stern School of Business August 2014 - Present
PPG Industries June 2013 - July 2014
PPG Industries April 2013 - May 2013
PPG Industries January 2013 - March 2013
PPG Industries August 2011 - December 2012
PPG Industries November 2009 - July 2011
Bayer March 2009 - November 2009
Clear Count Medical Solutions, Inc. June 2008 - November 2008
Legend Financial Advisors, Inc. January 2008 - April 2008
Ameriprise Financial Services, Inc. May 2007 - December 2007
Skills
Forecasting, Financial Analysis, SAP, Analysis, Finance, Budgets, Internal Controls, Auditing, Access, Variance Analysis, Management, Account Reconciliation
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pittsburgh 2004 — 2008
Bachelor's degree, Finance
University of Pittsburgh 2004 — 2008
Bachelor's degree, Mathematics-Economics
School #9 Tomsk, Russia 1992 — 2002
Elementary/Middle/High School
Brandon Marino's Ameriprise Financial Services, Inc. Experience September 2014 - December 2014
Job Associate Financial Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2015 - Present
University of Pittsburgh August 2013 - April 2015
Ameriprise Financial Services, Inc. September 2014 - December 2014
Modell's Sporting Goods June 2014 - August 2014
Modell's Sporting Goods March 2011 - August 2012
Skills
Hyperion Financial..., Business Objects Data..., Essbase, Time Management, Teamwork, Microsoft Excel, Access, E-commerce, Management, Training, Financial Advisory
Education
University of Pittsburgh 2012 — 2015
Bachelor of Science in Business Administration, Finance, Cum Laude
Bethpage High School 2007 — 2011
Advanced Regents Diploma
Lincoln Financial Group June 2015 - Present
University of Pittsburgh August 2013 - April 2015
Ameriprise Financial Services, Inc. September 2014 - December 2014
Modell's Sporting Goods June 2014 - August 2014
Modell's Sporting Goods March 2011 - August 2012
Skills
Hyperion Financial..., Business Objects Data..., Essbase, Time Management, Teamwork, Microsoft Excel, Access, E-commerce, Management, Training, Financial Advisory
Education
University of Pittsburgh 2012 — 2015
Bachelor of Science in Business Administration, Finance, Cum Laude
Bethpage High School 2007 — 2011
Advanced Regents Diploma
Christopher Scelsa's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
KJ Designs and Consulting, LLC July 2013 - Present
New England Carpenters Benefit Funds April 2012 - August 2014
New England Carpenters Benefit Funds February 2010 - April 2012
Mercer June 2008 - February 2010
Skills
Defined Benefit, Pensions, Fixed Annuities, Defined Contribution, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Project Management, Research
Education
University of Oregon eCampus 2013 — 2013
Non Degree, Spanish Language
University of Rhode Island 2002 — 2006
B.A., Political Science
Ameriprise Financial Services, Inc. August 2014 - Present
KJ Designs and Consulting, LLC July 2013 - Present
New England Carpenters Benefit Funds April 2012 - August 2014
New England Carpenters Benefit Funds February 2010 - April 2012
Mercer June 2008 - February 2010
Skills
Defined Benefit, Pensions, Fixed Annuities, Defined Contribution, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Project Management, Research
Education
University of Oregon eCampus 2013 — 2013
Non Degree, Spanish Language
University of Rhode Island 2002 — 2006
B.A., Political Science
Stephen Bumby Stephen Bumby's Ameriprise Financial Services, Inc. Experience February 2006 - February 2007
Job Key Carrying Manager, Department Supervisor
Industry Retail
Experience
The Home Depot February 2015 - Present
The Home Depot October 2013 - February 2015
The Home Depot February 2008 - October 2013
Ameriprise Financial Services, Inc. February 2006 - February 2007
Blockbuster February 2005 - February 2006
Skills
Sales, Marketing, Management, Team Leadership, Strategic Planning, Business, Merchandising, Change Management, Communication, Business Planning, Problem Solving, Problem Management, Logic, Mathematics, Leadership Development, Time Management, Operations Management, Critical Thinking, Customer Service
Education
University of Phoenix 2010 — 2011
Master of Business Administration (M.B.A.), 3.95/4
University of Wisconsin-Milwaukee 2004 — 2005
Bachelor's degree, Economics, 3.8/4
The Home Depot February 2015 - Present
The Home Depot October 2013 - February 2015
The Home Depot February 2008 - October 2013
Ameriprise Financial Services, Inc. February 2006 - February 2007
Blockbuster February 2005 - February 2006
Skills
Sales, Marketing, Management, Team Leadership, Strategic Planning, Business, Merchandising, Change Management, Communication, Business Planning, Problem Solving, Problem Management, Logic, Mathematics, Leadership Development, Time Management, Operations Management, Critical Thinking, Customer Service
Education
University of Phoenix 2010 — 2011
Master of Business Administration (M.B.A.), 3.95/4
University of Wisconsin-Milwaukee 2004 — 2005
Bachelor's degree, Economics, 3.8/4
Regina Staszak Regina Staszak's Ameriprise Financial Services, Inc. Experience March 2009 - April 2011
Job Accounts Payable Supervisor at Tricon American Homes
Industry Accounting
Experience
Tricon American Homes August 2015 - Present
tricon american homes December 2014 - Present
LKQ Corporation January 2013 - December 2014
River City Business Services August 2012 - November 2012
ICF International March 2012 - August 2012
Wholesale Outlet January 2012 - February 2012
Lexington Hotel May 2011 - December 2011
Ameriprise Financial Services, Inc. March 2009 - April 2011
P3 Service March 2008 - March 2009
MDA February 2008 - March 2008
Skills
Auditing, Customer Service, Word, Excel, Outlook, PowerPoint, Microsoft Office, Data Entry, Scheduling, Accounting, Teamwork, Administration, Customer Relations, Lotus Notes, Retail, Telephone Skills, Typing, Documentation, Writing, Spreadsheets, Accounts Payable, Accounts Receivable, Administrative Support, Program X, Petty Cash, Cross-Check, Microsoft Excel
Education
University of Phoenix 2008 — 2011
Bachelors, Business Administration and Management, General, 3.19
University of Phoenix 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Accounting, 2.9
Tricon American Homes August 2015 - Present
tricon american homes December 2014 - Present
LKQ Corporation January 2013 - December 2014
River City Business Services August 2012 - November 2012
ICF International March 2012 - August 2012
Wholesale Outlet January 2012 - February 2012
Lexington Hotel May 2011 - December 2011
Ameriprise Financial Services, Inc. March 2009 - April 2011
P3 Service March 2008 - March 2009
MDA February 2008 - March 2008
Skills
Auditing, Customer Service, Word, Excel, Outlook, PowerPoint, Microsoft Office, Data Entry, Scheduling, Accounting, Teamwork, Administration, Customer Relations, Lotus Notes, Retail, Telephone Skills, Typing, Documentation, Writing, Spreadsheets, Accounts Payable, Accounts Receivable, Administrative Support, Program X, Petty Cash, Cross-Check, Microsoft Excel
Education
University of Phoenix 2008 — 2011
Bachelors, Business Administration and Management, General, 3.19
University of Phoenix 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Accounting, 2.9
Julie Neal Julie Neal's Ameriprise Financial Services, Inc. Experience September 2012 - August 2013
Job Meetings Specialist at Zimmer Biomet
Industry Medical Devices
Experience
Zimmer Biomet April 2014 - Present
One Dog at a Time Rescue January 2012 - Present
Zimmer Biomet August 2013 - April 2014
One Dog at a Time Rescue December 2011 - 2014
Ameriprise Financial Services, Inc. September 2012 - August 2013
DePuy Orthopaedics June 2011 - September 2011
Zimmer, Inc. March 2004 - February 2011
Zimmer, Inc. September 2000 - March 2004
Zimmer, Inc. January 1992 - September 2000
Skills
PowerPoint, Excel, Outlook, Word, Pricing, Event Management, Salesforce.com, Microsoft Office, Negotiation, Event Planning, Microsoft Excel, Microsoft Word, Leadership, Management, Process Improvement, Customer Service, Project Planning, Administrative..., Accounting, Invoicing, Cross-functional Team..., Medical Devices, Product Launch, Healthcare
Education
University of Phoenix 2009 — 2015
Bachelor of Science (BS)/Business, Hospitality Management
University of Phoenix 2003 — 2007
AAGS, General Studies
Zimmer Biomet April 2014 - Present
One Dog at a Time Rescue January 2012 - Present
Zimmer Biomet August 2013 - April 2014
One Dog at a Time Rescue December 2011 - 2014
Ameriprise Financial Services, Inc. September 2012 - August 2013
DePuy Orthopaedics June 2011 - September 2011
Zimmer, Inc. March 2004 - February 2011
Zimmer, Inc. September 2000 - March 2004
Zimmer, Inc. January 1992 - September 2000
Skills
PowerPoint, Excel, Outlook, Word, Pricing, Event Management, Salesforce.com, Microsoft Office, Negotiation, Event Planning, Microsoft Excel, Microsoft Word, Leadership, Management, Process Improvement, Customer Service, Project Planning, Administrative..., Accounting, Invoicing, Cross-functional Team..., Medical Devices, Product Launch, Healthcare
Education
University of Phoenix 2009 — 2015
Bachelor of Science (BS)/Business, Hospitality Management
University of Phoenix 2003 — 2007
AAGS, General Studies
Derrick Casey Derrick Casey's Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job Financial Advisor with Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management, LLC August 2012 - Present
Edward Jones July 2007 - August 2012
Ameriprise Financial Services, Inc. 2005 - 2007
NBA Seattle Supersonics & WNBA Storm 2002 - 2005
Seattle Sonics & Storm 2002 - 2005
Skills
Series 63, Ticket Operations, Investment Strategies, Sales, Asset Management, Strategic Financial..., Series 7, Mutual Funds, Investment Management, Risk Management, Financial Analysis, Retirement Planning, Series 6, Retirement, Strategic Planning, Customer Service, Financial Planning
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2002
Bachelor of Science (B.S.), Business Administration and Management
Cornerstone Wealth Management, LLC August 2012 - Present
Edward Jones July 2007 - August 2012
Ameriprise Financial Services, Inc. 2005 - 2007
NBA Seattle Supersonics & WNBA Storm 2002 - 2005
Seattle Sonics & Storm 2002 - 2005
Skills
Series 63, Ticket Operations, Investment Strategies, Sales, Asset Management, Strategic Financial..., Series 7, Mutual Funds, Investment Management, Risk Management, Financial Analysis, Retirement Planning, Series 6, Retirement, Strategic Planning, Customer Service, Financial Planning
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2002
Bachelor of Science (B.S.), Business Administration and Management
Richard Rios's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job Financial AdvisorVice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Morgan Stanley Smith Barney March 2008 - April 2012
Wachovia Securities October 1998 - March 2008
Merrill Lynch October 1992 - October 1998
Education
University of Pittsburgh 1985 — 1990
BA, Economics/Business
Ameriprise Financial Services, Inc. April 2012 - Present
Morgan Stanley Smith Barney March 2008 - April 2012
Wachovia Securities October 1998 - March 2008
Merrill Lynch October 1992 - October 1998
Education
University of Pittsburgh 1985 — 1990
BA, Economics/Business
William Jorgensen's Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Financial Advisor Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1998 - Present
Signet Bank 1990 - 1997
GE Capital 1985 - 1990
Education
University of Richmond 1974 — 1978
Bachelor’s Degree, Economics
Ameriprise Financial Services, Inc. 1998 - Present
Signet Bank 1990 - 1997
GE Capital 1985 - 1990
Education
University of Richmond 1974 — 1978
Bachelor’s Degree, Economics
Ed Hickey's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Morgan Stanley Smith Barney August 2002 - March 2013
Morgan Stanley Smith Barney 2002 - March 2013
Merrill Lynch September 1993 - August 2002
United States Navy April 1988 - January 1994
Education
University of Notre Dame 1984 — 1988
BBA, Finance
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Finance, International Investments, Accounting
St John's 1980 — 1984
Ameriprise Financial Services, Inc. March 2013 - Present
Morgan Stanley Smith Barney August 2002 - March 2013
Morgan Stanley Smith Barney 2002 - March 2013
Merrill Lynch September 1993 - August 2002
United States Navy April 1988 - January 1994
Education
University of Notre Dame 1984 — 1988
BBA, Finance
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Finance, International Investments, Accounting
St John's 1980 — 1984
Devin Luckett's Ameriprise Financial Services, Inc. Experience April 2005 - November 2005
Job Branch Manager at Chase
Industry Banking
Experience
JPMorgan Chase August 2011 - Present
JPMorgan Chase November 2005 - August 2011
Ameriprise Financial Services, Inc. April 2005 - November 2005
Skills
Team Leadership, Sales Management, Branch Management, Coaching, Increasing Sales Revenue, Personal Finance, Investments, Series 7, Series 66, Life & Health Insurance..., Consumer Lending, Uniform Combined State..., Mortgage Lending, Loans, Finance, Financial Analysis, Sales
Education
University of Phoenix 2007 — 2012
Bachelor of Science (BS), Business Management
JPMorgan Chase August 2011 - Present
JPMorgan Chase November 2005 - August 2011
Ameriprise Financial Services, Inc. April 2005 - November 2005
Skills
Team Leadership, Sales Management, Branch Management, Coaching, Increasing Sales Revenue, Personal Finance, Investments, Series 7, Series 66, Life & Health Insurance..., Consumer Lending, Uniform Combined State..., Mortgage Lending, Loans, Finance, Financial Analysis, Sales
Education
University of Phoenix 2007 — 2012
Bachelor of Science (BS), Business Management
Joel Bernstein's Ameriprise Financial Services, Inc. Experience September 2004 - May 2013
Job Functional Manager, Senior Financial Planner & Investment Advisor Representative at MetLife
Industry Financial Services
Experience
Barnum Financial Group, an Office of MetLife May 2013 - Present
Ameriprise Financial Services, Inc. September 2004 - May 2013
Matrix Instruments Inc 1986 - 1988
American ACMI 1984 - 1986
Fiber Industries Inc. 1982 - 1984
Education
University of Rochester 1978 — 1982
B.S., Mechanical Engineering
Barnum Financial Group, an Office of MetLife May 2013 - Present
Ameriprise Financial Services, Inc. September 2004 - May 2013
Matrix Instruments Inc 1986 - 1988
American ACMI 1984 - 1986
Fiber Industries Inc. 1982 - 1984
Education
University of Rochester 1978 — 1982
B.S., Mechanical Engineering
Pawan Kirtikar's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Senior Programmer Analyst at Ameriprise Financial Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Syntel Limited August 2007 - January 2014
KPIT Cummins February 2006 - August 2007
P&O Nedlloyd January 2005 - February 2006
Skills
.NET, Oracle, PL/SQL, Requirements Analysis, SDLC, Software Project..., Solution Architecture, Visual Basic, Microsoft SQL Server, ASP, Windows, Business Analysis, Data Migration
Education
University of Pune 2003 — 2005
Ameriprise Financial Services, Inc. February 2014 - Present
Syntel Limited August 2007 - January 2014
KPIT Cummins February 2006 - August 2007
P&O Nedlloyd January 2005 - February 2006
Skills
.NET, Oracle, PL/SQL, Requirements Analysis, SDLC, Software Project..., Solution Architecture, Visual Basic, Microsoft SQL Server, ASP, Windows, Business Analysis, Data Migration
Education
University of Pune 2003 — 2005
Andrew Spice's Ameriprise Financial Services, Inc. Experience May 2006 - December 2006
Job Senior Healthcare Advisory Consultant at Crowe Horwath LLP
Industry Hospital & Health Care
Experience
Crowe Horwath LLP July 2015 - Present
Ardent Health Services December 2012 - July 2015
Optum May 2009 - December 2012
KCJ February 2007 - October 2008
Ameriprise Financial Services, Inc. May 2006 - December 2006
University of Pittsburgh May 2004 - July 2005
Skills
Data Analysis, Healthcare Information..., SAS, Financial Analysis, Business Objects, Healthcare, Healthcare Industry, Medicaid, Business Intelligence, Business Analysis, Data Warehousing, Healthcare Consulting, SQL, Informatics, Healthcare Management, Decision Support, Statistical Data..., Decision Analysis, Cost Accounting, Cost Models, Financial Reporting, Healthcare Analytics, Essbase, Data Mining, Revenue Cycle, Process Improvement, Management, Analytics
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
University of Pittsburgh 2001 — 2006
Bachelor of Business Administration (BBA), Finance
Crowe Horwath LLP July 2015 - Present
Ardent Health Services December 2012 - July 2015
Optum May 2009 - December 2012
KCJ February 2007 - October 2008
Ameriprise Financial Services, Inc. May 2006 - December 2006
University of Pittsburgh May 2004 - July 2005
Skills
Data Analysis, Healthcare Information..., SAS, Financial Analysis, Business Objects, Healthcare, Healthcare Industry, Medicaid, Business Intelligence, Business Analysis, Data Warehousing, Healthcare Consulting, SQL, Informatics, Healthcare Management, Decision Support, Statistical Data..., Decision Analysis, Cost Accounting, Cost Models, Financial Reporting, Healthcare Analytics, Essbase, Data Mining, Revenue Cycle, Process Improvement, Management, Analytics
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
University of Pittsburgh 2001 — 2006
Bachelor of Business Administration (BBA), Finance
Matt Koellner, CFA's Ameriprise Financial Services, Inc. Experience August 2002 - October 2011
Job Experienced investment professional
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. August 2002 - October 2011
Ameriprise Advisor Services, Inc 1994 - August 2002
Skills
Portfolio Management, Investments, Equities, Equity Research, Securities, Valuation
Education
University of Notre Dame - Mendoza College of Business 1991 — 1992
Masters of Business Administration (MBA), Finance, General
University of Notre Dame
BBA, Finance
Ameriprise Financial Services, Inc. August 2002 - October 2011
Ameriprise Advisor Services, Inc 1994 - August 2002
Skills
Portfolio Management, Investments, Equities, Equity Research, Securities, Valuation
Education
University of Notre Dame - Mendoza College of Business 1991 — 1992
Masters of Business Administration (MBA), Finance, General
University of Notre Dame
BBA, Finance
Timothy Harberts's Ameriprise Financial Services, Inc. Experience November 2011 - August 2015
Job Sales Manager LoCorr Funds
Industry Investment Management
Experience
LoCorr Funds August 2015 - Present
Ameriprise Financial Services, Inc. November 2011 - August 2015
Roy Jenks & Associates, Inc. December 2008 - November 2011
Principal Financial Group October 2002 - November 2011
Harberts Foods Inc. 1998 - 2002
Skills
Investments, Finance, Insurance, Retirement Planning, Management, Strategic Financial..., Financial Services, Leadership, Financial Planning, Employee Benefits, Time Management, Alternative Investments, Investment Management
Education
University of Notre Dame 1993 — 1997
Business Administration, Business, Management, Marketing, and Related Support Services
LoCorr Funds August 2015 - Present
Ameriprise Financial Services, Inc. November 2011 - August 2015
Roy Jenks & Associates, Inc. December 2008 - November 2011
Principal Financial Group October 2002 - November 2011
Harberts Foods Inc. 1998 - 2002
Skills
Investments, Finance, Insurance, Retirement Planning, Management, Strategic Financial..., Financial Services, Leadership, Financial Planning, Employee Benefits, Time Management, Alternative Investments, Investment Management
Education
University of Notre Dame 1993 — 1997
Business Administration, Business, Management, Marketing, and Related Support Services
Gail Harrower's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
Education
University of Oregon 1968 — 1972
Leningrad State University, Leningrad, USSR 1971 — 1971
Russian Language, Culture and Literature
Ameriprise Financial Services, Inc. November 2013 - Present
Education
University of Oregon 1968 — 1972
Leningrad State University, Leningrad, USSR 1971 — 1971
Russian Language, Culture and Literature
Frederick Humphrey's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Senior Field Service Professional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
University of Phoenix May 2009 - December 2010
Avatar Martial Arts Association, LLC August 2006 - August 2009
The QC Group, Inc. January 2007 - January 2009
HR Personnel Services January 2007 - January 2007
Northland Employment Services, Inc October 2005 - August 2006
Industrial Staffing October 2002 - August 2005
Iron Mountain Kingsford Community Federal Credit Union January 2001 - September 2002
Skills
Recruiting, Human Resources, Sourcing, Talent Management, Staff Development, Talent Acquisition, Employee Relations, Temporary Placement, Technical Recruiting, Training, Customer Service, Sales, Cold Calling, Management, Employee Benefits, Time Management, Networking, New Business Development, Temporary Staffing, Interviews, Screening, Applicant Tracking..., Hiring, Leadership Development, Team Building, Performance Management, Coaching, Employee Training, Onboarding, Resume Writing, PowerPoint, Public Relations, Contract Recruitment, Career Development, Public Speaking, Outlook, Executive Search, Career Counseling, Staffing Services, Building Relationships, Internet Recruiting, New Hire Orientations, Personnel Management
Education
University of Phoenix 2009 — 2012
Bachelor's Degree, Business Management
Bay College 2000 — 2001
Associate of Arts, Liberal Arts, Business
Ameriprise Financial Services, Inc. January 2012 - Present
University of Phoenix May 2009 - December 2010
Avatar Martial Arts Association, LLC August 2006 - August 2009
The QC Group, Inc. January 2007 - January 2009
HR Personnel Services January 2007 - January 2007
Northland Employment Services, Inc October 2005 - August 2006
Industrial Staffing October 2002 - August 2005
Iron Mountain Kingsford Community Federal Credit Union January 2001 - September 2002
Skills
Recruiting, Human Resources, Sourcing, Talent Management, Staff Development, Talent Acquisition, Employee Relations, Temporary Placement, Technical Recruiting, Training, Customer Service, Sales, Cold Calling, Management, Employee Benefits, Time Management, Networking, New Business Development, Temporary Staffing, Interviews, Screening, Applicant Tracking..., Hiring, Leadership Development, Team Building, Performance Management, Coaching, Employee Training, Onboarding, Resume Writing, PowerPoint, Public Relations, Contract Recruitment, Career Development, Public Speaking, Outlook, Executive Search, Career Counseling, Staffing Services, Building Relationships, Internet Recruiting, New Hire Orientations, Personnel Management
Education
University of Phoenix 2009 — 2012
Bachelor's Degree, Business Management
Bay College 2000 — 2001
Associate of Arts, Liberal Arts, Business
Karen Hartley, MBA's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Financial Advisor and Assoc VP at Amerprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Morgan Stanley July 2006 - September 2012
Duquesne University 2005 - 2006
UPMC 1987 - 2004
Skills
Finance, Mergers, Strategic Planning, Retirement Planning, Retirement, Wealth Management, Financial Services, Investments, Financial Analysis, Insurance, Securities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
Master of Business Administration (MBA), Executive MBA
University of Pittsburgh
Bachelor's degree, Dual major: Business/English Writing
Ameriprise Financial Services, Inc. September 2012 - Present
Morgan Stanley July 2006 - September 2012
Duquesne University 2005 - 2006
UPMC 1987 - 2004
Skills
Finance, Mergers, Strategic Planning, Retirement Planning, Retirement, Wealth Management, Financial Services, Investments, Financial Analysis, Insurance, Securities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
Master of Business Administration (MBA), Executive MBA
University of Pittsburgh
Bachelor's degree, Dual major: Business/English Writing
Brian Heaphy's Ameriprise Financial Services, Inc. Experience January 1995 - January 2000
Job Financial Services Performance Analyst
Industry Financial Services
Experience
Select Staffing 2014 - Present
Investment Performace Services April 2008 - January 2014
Accountemps 2014 - 2014
Selik Financial Services, Inc April 2004 - May 2006
Integrated Financial Strategies, LTD February 2000 - February 2002
Ameriprise Financial Services, Inc. January 1995 - January 2000
Skills
Asset Management, Fixed Income, Marketing Strategy, Mutual Funds, Securities, Investments, Computer Hardware, Computer Science, Computers, Investment Management, Equities, Analysis, Leadership, Valuation, Customer Service, Banking, Management, Financial Services, Finance
Education
University of Phoenix 2002 — 2004
Master's degree, Information Systems
Wayne State University 1990 — 1994
Bachelor of Applied Science (BASc), Financial Planning and Services
GPN
Select Staffing 2014 - Present
Investment Performace Services April 2008 - January 2014
Accountemps 2014 - 2014
Selik Financial Services, Inc April 2004 - May 2006
Integrated Financial Strategies, LTD February 2000 - February 2002
Ameriprise Financial Services, Inc. January 1995 - January 2000
Skills
Asset Management, Fixed Income, Marketing Strategy, Mutual Funds, Securities, Investments, Computer Hardware, Computer Science, Computers, Investment Management, Equities, Analysis, Leadership, Valuation, Customer Service, Banking, Management, Financial Services, Finance
Education
University of Phoenix 2002 — 2004
Master's degree, Information Systems
Wayne State University 1990 — 1994
Bachelor of Applied Science (BASc), Financial Planning and Services
GPN
Ari Frazer CRPC®, CFS®'s Ameriprise Financial Services, Inc. Experience October 1995 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1995 - Present
Education
University of Pennsylvania 1991 — 1995
Ameriprise Financial Services, Inc. October 1995 - Present
Education
University of Pennsylvania 1991 — 1995
Patrick Good's Ameriprise Financial Services, Inc. Experience May 2008 - December 2009
Job Regional Vice President AmericaFirst Securities, Inc.
Industry Financial Services
Experience
AmericaFirst Securities, Inc August 2015 - Present
Major Financial Services Industry Money Manager March 2011 - April 2015
Ameriprise Financial January 2010 - March 2011
Ameriprise Financial Services, Inc. May 2008 - December 2009
First Trust Advisors July 2005 - October 2007
Curian Capital, LLC October 2002 - January 2005
John Hancock Funds LLC April 2001 - October 2002
Van Kampen Funds August 1999 - April 2001
Skills
Mutual Funds, Investments, Series 63, Series 7, Retirement Planning, Asset Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, Financial Services
Education
University of Pittsburgh 1982 — 1986
Bachelor of Arts, Communications
University of Pittsburgh 1982 — 1986
Bachelor's degree, Communication and Media Studies
AmericaFirst Securities, Inc August 2015 - Present
Major Financial Services Industry Money Manager March 2011 - April 2015
Ameriprise Financial January 2010 - March 2011
Ameriprise Financial Services, Inc. May 2008 - December 2009
First Trust Advisors July 2005 - October 2007
Curian Capital, LLC October 2002 - January 2005
John Hancock Funds LLC April 2001 - October 2002
Van Kampen Funds August 1999 - April 2001
Skills
Mutual Funds, Investments, Series 63, Series 7, Retirement Planning, Asset Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, Financial Services
Education
University of Pittsburgh 1982 — 1986
Bachelor of Arts, Communications
University of Pittsburgh 1982 — 1986
Bachelor's degree, Communication and Media Studies
Michelle Frain's Ameriprise Financial Services, Inc. Experience March 2011 - December 2011
Job Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - December 2011
Genzyme November 2009 - August 2011
Fidelity Investments June 2006 - December 2008
Palladium March 2004 - June 2006
Visa International 2001 - 2003
Aceva Technologies 2000 - 2001
Skills
Financial Modeling, Essbase, Business Analysis, Financial Services, Analytics, Business Intelligence, Analysis, Strategic Financial..., Business Planning, Business Process..., Strategy, Process Improvement
Education
University of San Francisco - School of Management 2006 — 2007
MBA, Finance & Marketing
University of Rhode Island - College of Business Administration 1988 — 1992
BS, Marketing
Ameriprise Financial Services, Inc. March 2011 - December 2011
Genzyme November 2009 - August 2011
Fidelity Investments June 2006 - December 2008
Palladium March 2004 - June 2006
Visa International 2001 - 2003
Aceva Technologies 2000 - 2001
Skills
Financial Modeling, Essbase, Business Analysis, Financial Services, Analytics, Business Intelligence, Analysis, Strategic Financial..., Business Planning, Business Process..., Strategy, Process Improvement
Education
University of San Francisco - School of Management 2006 — 2007
MBA, Finance & Marketing
University of Rhode Island - College of Business Administration 1988 — 1992
BS, Marketing
Kristina Wilson's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Client Service Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Maurices March 2010 - May 2012
Ameriprise Financial Services, Inc. February 2008 - June 2009
Sunriver Resort January 1999 - February 2008
Skills
Sales, Event Planning, Marketing, Event Management, Marketing Communications, Financial Services, Customer Service, Account Management, Marketing Strategy, Social Media, Team Leadership, Sales Management, Product Marketing, Social Media Marketing, Management
Education
University of Portland 2003 — 2007
Business, Marketing & Management
Ameriprise Financial Services, Inc. March 2013 - Present
Maurices March 2010 - May 2012
Ameriprise Financial Services, Inc. February 2008 - June 2009
Sunriver Resort January 1999 - February 2008
Skills
Sales, Event Planning, Marketing, Event Management, Marketing Communications, Financial Services, Customer Service, Account Management, Marketing Strategy, Social Media, Team Leadership, Sales Management, Product Marketing, Social Media Marketing, Management
Education
University of Portland 2003 — 2007
Business, Marketing & Management
Diane Moore's Ameriprise Financial Services, Inc. Experience 2009 - 2011
Job Healthcare and Financial Services Professional
Industry Financial Services
Experience
Optum Financial/United Health Group 2011 - 2014
Ameriprise Financial Services, Inc. 2009 - 2011
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 1996 - 2007
Ameriprise Financial Services, Inc. 1993 - 1996
Ameriprise Financial Services, Inc. 1990 - 1993
Ameriprise Financial Services, Inc. 1984 - 1990
Skills
Business Process..., Series 7, Employee Benefits, Analysis, Process Improvement, Strategic Financial..., Risk Management, Leadership, Financial Planning, Strategic Planning, Financial Services, Insurance, Investments, Project Management
Education
University of Phoenix
Bachelor's Degree, Business Management/Marketing
Optum Financial/United Health Group 2011 - 2014
Ameriprise Financial Services, Inc. 2009 - 2011
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 1996 - 2007
Ameriprise Financial Services, Inc. 1993 - 1996
Ameriprise Financial Services, Inc. 1990 - 1993
Ameriprise Financial Services, Inc. 1984 - 1990
Skills
Business Process..., Series 7, Employee Benefits, Analysis, Process Improvement, Strategic Financial..., Risk Management, Leadership, Financial Planning, Strategic Planning, Financial Services, Insurance, Investments, Project Management
Education
University of Phoenix
Bachelor's Degree, Business Management/Marketing
Adam J. Coletti, CIMA®'s Ameriprise Financial Services, Inc. Experience May 2006 - October 2009
Job Regional Vice President, Institutional Insurance Subaccount Sales, Fidelity Financial Advisor Solutions
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments July 2012 - January 2014
Fidelity Investments January 2011 - July 2012
Fidelity Investments October 2009 - January 2011
Ameriprise Financial Services, Inc. May 2006 - October 2009
Skills
Series 63, Mutual Funds, Series 7, 401k
Education
University of Rhode Island - College of Business Administration
Finance
Fidelity Investments January 2014 - Present
Fidelity Investments July 2012 - January 2014
Fidelity Investments January 2011 - July 2012
Fidelity Investments October 2009 - January 2011
Ameriprise Financial Services, Inc. May 2006 - October 2009
Skills
Series 63, Mutual Funds, Series 7, 401k
Education
University of Rhode Island - College of Business Administration
Finance
Brian Kilczewski's Ameriprise Financial Services, Inc. Experience April 2012 - March 2013
Job Branch Manager | First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2014 - Present
Ziegler Wealth Management April 2013 - March 2014
Ameriprise Financial Services, Inc. April 2012 - March 2013
Morgan Stanley April 2010 - April 2012
H&R Block Financial Advisors 1993 - 2010
Skills
Recruiting, Business Development, Sales Management, Change Management, Finance, Financial Services, Asset Allocation, Financial Advisory, Fixed Annuities, Fixed Income, Bonds, Insurance, Florida Health, Life &...
Education
University of Pennsylvania - The Wharton School 2003 — 2003
Executive Leadership Program
Wells Fargo Advisors, LLC March 2014 - Present
Ziegler Wealth Management April 2013 - March 2014
Ameriprise Financial Services, Inc. April 2012 - March 2013
Morgan Stanley April 2010 - April 2012
H&R Block Financial Advisors 1993 - 2010
Skills
Recruiting, Business Development, Sales Management, Change Management, Finance, Financial Services, Asset Allocation, Financial Advisory, Fixed Annuities, Fixed Income, Bonds, Insurance, Florida Health, Life &...
Education
University of Pennsylvania - The Wharton School 2003 — 2003
Executive Leadership Program
Bob Belanger's Ameriprise Financial Services, Inc. Experience July 2003 - March 2006
Job Vice President, Key Account Management at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement November 2010 - Present
Prudential Retirement January 2008 - October 2010
Fidelity Investments April 2006 - December 2007
Ameriprise Financial Services, Inc. July 2003 - March 2006
American Express February 1999 - June 2003
Education
University of Notre Dame 1982 — 1986
Bachelor of Arts, Economics - Preprofessional Studies
Prudential Retirement November 2010 - Present
Prudential Retirement January 2008 - October 2010
Fidelity Investments April 2006 - December 2007
Ameriprise Financial Services, Inc. July 2003 - March 2006
American Express February 1999 - June 2003
Education
University of Notre Dame 1982 — 1986
Bachelor of Arts, Economics - Preprofessional Studies
Ferdenia (Deena) Porter's Ameriprise Financial Services, Inc. Experience October 1986 - October 2010
Job Owner at Sweet Deena's Delights, LLC
Industry Financial Services
Experience
Sweet Deena's Delights, LLC April 2010 - Present
Ameriprise Financial Services, Inc. October 1986 - October 2010
H&R Block Financial Advisors, Inc. October 1986 - October 2009
H & R Block Financial Advisors 1986 - 2009
Skills
Adaptation, Retirement, Microsoft Office, Customer Service, Customer Relations, Excel, Problem Solving, Outlook, PowerPoint, Word, Mentoring, Supervisory Skills
Education
University of Phoenix 2011 — 2014
Bachelor, Marketing
Specs Howard School of Broadcasting 1999 — 2000
Certificate of Completion, Concentration in Radio Broadcasting
Sweet Deena's Delights, LLC April 2010 - Present
Ameriprise Financial Services, Inc. October 1986 - October 2010
H&R Block Financial Advisors, Inc. October 1986 - October 2009
H & R Block Financial Advisors 1986 - 2009
Skills
Adaptation, Retirement, Microsoft Office, Customer Service, Customer Relations, Excel, Problem Solving, Outlook, PowerPoint, Word, Mentoring, Supervisory Skills
Education
University of Phoenix 2011 — 2014
Bachelor, Marketing
Specs Howard School of Broadcasting 1999 — 2000
Certificate of Completion, Concentration in Radio Broadcasting
Christopher Maciejak's Ameriprise Financial Services, Inc. Experience March 2007 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2007 - Present
Education
University of Notre Dame 1996 — 2000
Bachelor's degree, Political Science and Government
Ameriprise Financial Services, Inc. March 2007 - Present
Education
University of Notre Dame 1996 — 2000
Bachelor's degree, Political Science and Government
Craig Lindahl's Ameriprise Financial Services, Inc. Experience August 2009 - August 2010
Job Client Research Analyst at SurveyMonkey
Industry Marketing and Advertising
Experience
SurveyMonkey June 2015 - Present
SEO Scholars February 2013 - March 2015
Diamondhead Consulting March 2012 - February 2013
Comcast May 2011 - February 2012
Ellison for Congress August 2010 - November 2010
Ameriprise Financial Services, Inc. August 2009 - August 2010
Skills
Project Management, Marketing Management, Facebook, Microsoft Office, Microsoft Excel, Product Management, Microsoft Word, Gmail, Lotus Notes, PowerPoint, Data Analysis, Social Networking, Twitter, Instagram, Google Apps, Social Media Marketing
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelors, Management
SurveyMonkey June 2015 - Present
SEO Scholars February 2013 - March 2015
Diamondhead Consulting March 2012 - February 2013
Comcast May 2011 - February 2012
Ellison for Congress August 2010 - November 2010
Ameriprise Financial Services, Inc. August 2009 - August 2010
Skills
Project Management, Marketing Management, Facebook, Microsoft Office, Microsoft Excel, Product Management, Microsoft Word, Gmail, Lotus Notes, PowerPoint, Data Analysis, Social Networking, Twitter, Instagram, Google Apps, Social Media Marketing
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelors, Management
Enrico Esparza's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Regional Sales Director at RiverSource
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - July 2015
Platinum Supplemental Insurance October 2013 - March 2014
Ameriprise Financial Services, Inc. March 2010 - October 2013
Ameriprise Financial Services, Inc. August 2008 - March 2010
Core Financial Group October 2007 - July 2008
Confidence Home Loans October 2006 - September 2007
Presidium Mortgage January 2004 - June 2005
GR Lending Corporation March 2001 - December 2003
Wells Fargo Bank July 1994 - February 2001
Skills
Management, Finance, Leadership, Banking, Business Development, Process Improvement, Financial Services, Strategic Financial..., Sales, Marketing, Mortgage Lending, Series 7, Coaching, Securities, Equities, Investments, Financial Analysis, Insurance, Trading, Risk Management, Options, Team Leadership, New Business Development, Retirement Planning
Education
University of Phoenix 2009 — 2013
Bachelor of Science, Finance
University of Phoenix 2009 — 2013
Bachelor of Science Finance, Finance
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - July 2015
Platinum Supplemental Insurance October 2013 - March 2014
Ameriprise Financial Services, Inc. March 2010 - October 2013
Ameriprise Financial Services, Inc. August 2008 - March 2010
Core Financial Group October 2007 - July 2008
Confidence Home Loans October 2006 - September 2007
Presidium Mortgage January 2004 - June 2005
GR Lending Corporation March 2001 - December 2003
Wells Fargo Bank July 1994 - February 2001
Skills
Management, Finance, Leadership, Banking, Business Development, Process Improvement, Financial Services, Strategic Financial..., Sales, Marketing, Mortgage Lending, Series 7, Coaching, Securities, Equities, Investments, Financial Analysis, Insurance, Trading, Risk Management, Options, Team Leadership, New Business Development, Retirement Planning
Education
University of Phoenix 2009 — 2013
Bachelor of Science, Finance
University of Phoenix 2009 — 2013
Bachelor of Science Finance, Finance
jill eisenhart's Ameriprise Financial Services, Inc. Experience September 2004 - Present
Job Field Operations Team Leader at Ameriprise Financial Services, Inc.
Industry
Experience
Ameriprise Financial Services, Inc. September 2004 - Present
Education
University of Phoenix 2001 — 2004
Bachelors degree, Business Administration, Management and Operations
Ameriprise Financial Services, Inc. September 2004 - Present
Education
University of Phoenix 2001 — 2004
Bachelors degree, Business Administration, Management and Operations
Susan Greif's Ameriprise Financial Services, Inc. Experience November 2004 - February 2010
Job
Industry Individual & Family Services
Experience
Ameriprise Financial Services, Inc. November 2004 - February 2010
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Microsoft Word
Education
University of Oregon 1995 — 1998
Ameriprise Financial Services, Inc. November 2004 - February 2010
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Microsoft Word
Education
University of Oregon 1995 — 1998
Stephen Dirnberger's Ameriprise Financial Services, Inc. Experience July 1997 - March 2004
Job Associate Financial Advisor / Registered Principal Delegate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Wales & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. November 2011 - Present
Wales & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. March 2004 - November 2011
Ameriprise Financial Services, Inc. July 1997 - March 2004
Education
University of Notre Dame 1993 — 1997
BS, Mathematics
Wales & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. November 2011 - Present
Wales & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. March 2004 - November 2011
Ameriprise Financial Services, Inc. July 1997 - March 2004
Education
University of Notre Dame 1993 — 1997
BS, Mathematics
Betty Jean Connors's Ameriprise Financial Services, Inc. Experience 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2009 - Present
Education
University of Pittsburgh 1975 — 1978
Business
Ameriprise Financial Services, Inc. 2009 - Present
Education
University of Pittsburgh 1975 — 1978
Business
Barbara Robertson'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
Wells Fargo Advisors January 2008 - January 2012
Edward Jones July 2003 - January 2008
Skills
CA Ins Lic. # 0C51964
Education
University of Phoenix 1992 — 1994
Bachelor of Science (BS), Business Administration
Ameriprise Financial Services, Inc. 2012 - Present
Wells Fargo Advisors January 2008 - January 2012
Edward Jones July 2003 - January 2008
Skills
CA Ins Lic. # 0C51964
Education
University of Phoenix 1992 — 1994
Bachelor of Science (BS), Business Administration
Russ Schaffer's Ameriprise Financial Services, Inc. Experience January 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1999 - Present
Skills
CRPC, JDRF Walk Chairman,...
Education
University of Pittsburgh
Bachelor's degree, Occupational Health and Industrial Hygiene
University of Pittsburgh
Master's degree, Occupational Health and Industrial Hygiene
Ameriprise Financial Services, Inc. January 1999 - Present
Skills
CRPC, JDRF Walk Chairman,...
Education
University of Pittsburgh
Bachelor's degree, Occupational Health and Industrial Hygiene
University of Pittsburgh
Master's degree, Occupational Health and Industrial Hygiene
Kevin Bjerke's Ameriprise Financial Services, Inc. Experience October 2006 - April 2013
Job Regional Vice President at RiverSource Annuities
Industry Financial Services
Experience
RiverSource Annuities May 2013 - Present
Ameriprise Financial Services, Inc. October 2006 - April 2013
Ameriprise Financial Services, Inc. September 2002 - September 2006
Ameriprise Financial Services, Inc. September 1997 - September 2002
Carlson Marketing October 1993 - September 1997
Unites States Marine Corp September 1989 - September 1993
Skills
Sales, Financial Advisory, Insurance, Mutual Funds, Fixed Annuities
Education
University of Phoenix 2008 — 2010
Bachelor of Business Administration (B.B.A.)
RiverSource Annuities May 2013 - Present
Ameriprise Financial Services, Inc. October 2006 - April 2013
Ameriprise Financial Services, Inc. September 2002 - September 2006
Ameriprise Financial Services, Inc. September 1997 - September 2002
Carlson Marketing October 1993 - September 1997
Unites States Marine Corp September 1989 - September 1993
Skills
Sales, Financial Advisory, Insurance, Mutual Funds, Fixed Annuities
Education
University of Phoenix 2008 — 2010
Bachelor of Business Administration (B.B.A.)
James P. Gilmartin's Ameriprise Financial Services, Inc. Experience July 2012 - August 2013
Job Finance Intern at Major League Baseball
Industry Financial Services
Experience
Major League Baseball May 2015 - Present
North Dining Hall May 2014 - May 2015
Legends May 2014 - August 2014
Ameriprise Financial Services, Inc. July 2012 - August 2013
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Leadership, Social Media, Management, Research
Education
University of Notre Dame 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Seton Hall Preparatory School 2009 — 2013
Major League Baseball May 2015 - Present
North Dining Hall May 2014 - May 2015
Legends May 2014 - August 2014
Ameriprise Financial Services, Inc. July 2012 - August 2013
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Leadership, Social Media, Management, Research
Education
University of Notre Dame 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Seton Hall Preparatory School 2009 — 2013
Terry Hinnendael's Ameriprise Financial Services, Inc. Experience October 1982 - Present
Job Registered Principal, Franchise Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1982 - Present
Education
University of Notre Dame
Ameriprise Financial Services, Inc. October 1982 - Present
Education
University of Notre Dame
Dustin Darwin's Ameriprise Financial Services, Inc. Experience January 2007 - Present
Job Ecommerce & Social Web Specialist / Project Manager at AdviceNinjas.com
Industry Internet
Experience
AdviceNinjas.com January 2013 - Present
Ameriprise Financial Services, Inc. January 2007 - Present
GoDaddy.com August 2011 - January 2013
Choice Hotels International March 2010 - January 2011
telenetwork 2009 - 2009
Skills
Following Directions, Windows Server, F5 BigIP, Routers, DNS, LDAP, Servers, Load Balancing, Cisco Technologies, VPN, Technical Support, Firewalls, Data Center, Cisco Call Manager, Apache, VMware, Storage Area Networks, Help Desk Support, Cluster, Virtualization, IT Operations, System Deployment, VMware ESX, Citrix, Microsoft Exchange, LAN-WAN, Network Architecture, Operating Systems, SAN, XP, Computer Security, DHCP, Active Directory, Disaster Recovery, Wireless Networking, Security, Network Administration, Microsoft Certified..., TCP/IP, Solaris, Routing, Blackberry Enterprise..., Switches, High Availability, Red Hat Linux, VMware Infrastructure, WAN, Hyper-V, Network Security, Network Design
Education
Moon Valley High School 1996 — 2000
University of Phoenix
AdviceNinjas.com January 2013 - Present
Ameriprise Financial Services, Inc. January 2007 - Present
GoDaddy.com August 2011 - January 2013
Choice Hotels International March 2010 - January 2011
telenetwork 2009 - 2009
Skills
Following Directions, Windows Server, F5 BigIP, Routers, DNS, LDAP, Servers, Load Balancing, Cisco Technologies, VPN, Technical Support, Firewalls, Data Center, Cisco Call Manager, Apache, VMware, Storage Area Networks, Help Desk Support, Cluster, Virtualization, IT Operations, System Deployment, VMware ESX, Citrix, Microsoft Exchange, LAN-WAN, Network Architecture, Operating Systems, SAN, XP, Computer Security, DHCP, Active Directory, Disaster Recovery, Wireless Networking, Security, Network Administration, Microsoft Certified..., TCP/IP, Solaris, Routing, Blackberry Enterprise..., Switches, High Availability, Red Hat Linux, VMware Infrastructure, WAN, Hyper-V, Network Security, Network Design
Education
Moon Valley High School 1996 — 2000
University of Phoenix
Elma Hamersma's Ameriprise Financial Services, Inc. Experience 2008 - Present
Job Program Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2008 - Present
Genesis10 July 2006 - 2008
Skills
Program Management, SDLC, Project Portfolio..., PMO, Financial Services, Vendor Management, Leadership
Education
University of Pretoria/Universiteit van Pretoria
Bachelor's Degree, Computer Science
University of South Africa/Universiteit van Suid-Afrika
Master of Business Administration (M.B.A.)
Ameriprise Financial Services, Inc. 2008 - Present
Genesis10 July 2006 - 2008
Skills
Program Management, SDLC, Project Portfolio..., PMO, Financial Services, Vendor Management, Leadership
Education
University of Pretoria/Universiteit van Pretoria
Bachelor's Degree, Computer Science
University of South Africa/Universiteit van Suid-Afrika
Master of Business Administration (M.B.A.)
Andrea Umenhofer's Ameriprise Financial Services, Inc. Experience May 2006 - Present
Job Paraplanner at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2006 - Present
UPS March 1996 - February 2006
Skills
Wealth Management, Financial Analysis, Portfolio Management, Retirement Planning, Strategic Financial..., Investments
Education
University of Oregon 1983 — 1988
Bachelor's Degree, Marketing, Finance
Ameriprise Financial Services, Inc. May 2006 - Present
UPS March 1996 - February 2006
Skills
Wealth Management, Financial Analysis, Portfolio Management, Retirement Planning, Strategic Financial..., Investments
Education
University of Oregon 1983 — 1988
Bachelor's Degree, Marketing, Finance
Daniel Boeckman's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Education
University of Oklahoma 2003 — 2008
Bachelor of Business Administration (BBA), Finance, General
Ameriprise Financial Services, Inc. October 2013 - Present
Education
University of Oklahoma 2003 — 2008
Bachelor of Business Administration (BBA), Finance, General
Jerald Moore's Ameriprise Financial Services, Inc. Experience 2003 - 2004
Job Client Services Representative at Interactive Brokers Group
Industry Financial Services
Experience
Interactive Brokers Group August 2005 - Present
Ameriprise Financial Services, Inc. 2003 - 2004
Skills
Securities, Financial Markets, Investments, Trading, Financial Services, Options, Finance, Fixed Income, Leadership, Portfolio Management, Management, Wealth Management, Financial Planning, Mutual Funds, Banking, Sales, Business Coaching, Foreign Exchange Trading
Education
University of Phoenix
Bachelor's degree, Business/Finance
Interactive Brokers Group August 2005 - Present
Ameriprise Financial Services, Inc. 2003 - 2004
Skills
Securities, Financial Markets, Investments, Trading, Financial Services, Options, Finance, Fixed Income, Leadership, Portfolio Management, Management, Wealth Management, Financial Planning, Mutual Funds, Banking, Sales, Business Coaching, Foreign Exchange Trading
Education
University of Phoenix
Bachelor's degree, Business/Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank