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.
Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.
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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
Carroll Enterprises Inc. February 2013 - Present
Ameriprise Financial Services, Inc October 2010 - January 2013
US Bank September 2003 - May 2010
Securian Financial Group January 1999 - December 2002
Minnesota Life January 1996 - December 1998
Minnesota Life January 1993 - December 1995
Minnesota Mutual April 1978 - December 1992
Education
Creighton University
Creighton University
Promobutler.com June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - April 2015
National Healthcareer Association June 2011 - October 2013
Kettenbach December 2008 - December 2010
Microtech May 2007 - May 2008
American Hearing Aid Associates July 2006 - May 2007
ALLTEL Communications January 2003 - July 2006
Skills
Sales Operations, Selling, Account Management, Cold Calling, Healthcare, Training, New Business Development, Hospitals, Leadership, Marketing, Sales, Salesforce.com, Sales Process, Medicine, Customer Retention, Coaching, Medical Devices, Sales Management, Customer Service, Public Speaking, Team Building, Strategic Planning, Business Development, Direct Sales, Marketing Strategy, Pre-sales, Business Planning, Management, Sales Presentations, Microsoft Office, Customer Satisfaction, B2B, Program Management
Education
University of South Alabama 1998 — 2002
B.S., Education
Robertsdale High School 1993 — 1997
Bachelor of Science (BS), Elementary Education and Teaching
Ameriprise Financial Services, Inc. November 2012 - Present
Education
University of South Florida
Anthem January 2015 - Present
HealthCare Partners October 2014 - January 2015
Century 21 West Coast Brokers January 2010 - August 2014
Century 21 West Coast Brokers January 2010 - August 2014
Merrill Lynch September 2008 - December 2008
Ameriprise Financial Services, Inc. January 2008 - August 2008
Skills
Real Estate Acquisitions, Real Estate Finance, Property Management, Microsoft Office, Customer Service, Negotiation, Real Estate Economics
Education
University of Southern California 2007 — 2010
Bachelor of Science (BS), Business Administration
Trimention Global Communications May 2013 - Present
The Republic Group of Companies August 2011 - May 2013
Spherion Professional Services January 2011 - June 2011
Ameriprise Financial Services Inc October 2008 - January 2011
National Healthcare Staffing October 2007 - April 2008
Skills
Small Business..., Customer Service, Human Resources, Time Management, Management, Account Management, Recruiting, Training, Strategy, Leadership, Public Speaking, Operations Management, Process Improvement, Business Process Design, Operational Planning, Office Administration, Analysis, Advertising, Payroll, Finance, Market Research, Accounting, Budgets, Interviews, Employee Benefits, Market Analysis, Social Media Marketing
Education
Florida International University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Florida International University 2006 — 2010
Bachelors of Art, Sociology and Anthropology
American Senior High School 2002 — 2006
High School Diploma
Enterprise Minnesota August 2010 - Present
Ameriprise Financial Services, Inc October 2004 - May 2010
Jostens, Inc June 2001 - February 2002
Jostens, Inc October 2000 - June 2001
BI March 2000 - August 2000
Vistas in Education September 1991 - September 1999
Katun Corporation November 1987 - June 1990
Skills
French, Client Relationship..., Event Planning, CRM, Fundraising, Leadership, Social Media, Customer Service, Program Management, Project Management, Research, Marketing, Recruiting, Marketing Strategy, Public Relations, Management, Team Building, Sales, Product Development, Strategic Planning, Social Media Marketing, Microsoft Office, Client Liaison, Budgets, Event Management, Retail, Advertising, Customer Liason, Contract Negotiation, Marketing Communications
Education
Macalester College 1982 — 1986
BA, French, Int'l Studies, Political Science
Centre d'Etudes Européennes and Faculté de la Garde
Hamline University 1991 — 1996
MALS, Master of Arts in Liberal Studies
University of St. Thomas
Mini Master's, International Management
Thrivent Financial March 2010 - Present
Ameriprise Financial Services, Inc. June 2004 - March 2010
Education
University of South Florida 1998 — 2004
Bachelor's degree, Finance, General
High Risk Case Management Leaders in Carlsbad CA 2015 - Present
HealthNet July 2014 - December 2014
Ameriprise Financial Services, Inc. October 2013 - March 2014
Healthways January 2002 - January 2011
RADY’S CHILDREN’S HOSPITAL AND HEALTH CENTER January 2000 - January 2002
SCRIPPSHEALTH January 1998 - January 2000
Skills
Program Development and..., Case Management, Remote workforce..., Leadership and Change..., Quality and Process..., Healthcare Operations..., Patient Safety, Acute Care, Disease Management, Nursing, Case Managment, Healthcare, Leadership, Process Improvement, Healthcare Management, Program Development, Risk Management, Utilization Management, Home Care, HIPAA, Change Management, Accreditation, Physician Relations, Healthcare Consulting, Informatics, Hospitals, Healthcare Industry, Team Management, Employee Wellness, Ambulatory, Medicare, Health Promotion, Quality Improvement, Health Policy, Nursing Education, JCAHO, Physicians, EHR, Inpatient, Wellness, Performance Improvement, Healthcare Information..., Analysis, EMR, Diabetes, Management, Health Insurance, Orthopedic, Medicaid, Health Education
Education
University of San Diego 1990 — 1996
Bachelor of Science, Nursing
University of San Diego
M.S.N., Healthcare Systems Administration, 3.6
Ameriprise Financial Services Inc. January 2003 - Present
Education
College for Financial Planning 2014 — 2014
Accredited Portfolio Management Advisor (r), Investments and Securities
College for Financial Planning 2007 — 2009
Certified Financial Planner (r), Financial Planning and Services
College for Financial Planning 2005 — 2006
CRPC(r), Retirement Planning
Delhi University 1993 — 1996
MBA, Finance
Birla Institute of Technology and Science, Pilani 1983 — 1988
B.E. (Hons), M.Sc. (Hons), Electrical & Electronics Engineering, Chemistry
The Air Force School, Subroto Park, Delhi 1980 — 1983
State Farm October 2014 - Present
Ameriprise Financial Services, Inc. September 2002 - September 2014
Merrill Lynch September 2000 - September 2002
Skills
Property & Casualty..., Life Insurance, Mutual Funds, 529 Plans, 401k, 401k Rollovers, Equities, Insurance, Investment Strategies, Retirement Planning, Retirement
Education
University of Southern California 1985 — 1989
BSEE, Electrical Engineering
National Geographic August 2015 - Present
Powers Communications April 2015 - July 2015
Ameriprise Financial Services, Inc. May 2012 - September 2014
Treseler Marketing and Business Development May 2011 - August 2011
Augusta National Golf Club April 2010 - April 2011
Military Bowl presented by Northrop Grumman May 2009 - August 2009
Heathwood Hall Episcopal School February 2009 - April 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Leadership, Social Media, Microsoft Word, Risk Management, Data Analysis, Analysis, Access, Event Planning, Personal Finance, Financial Markets, Account Management
Education
University of South Carolina-Columbia 2007 — 2011
Bachelor of Science (B.S.), Sport and Entertainment Management
Ameriprise Financial Services, Inc. November 2012 - Present
Education
University of South Florida 2011 — 2013
Bachelor of Science (B.S.), Finance, General
Self-employed January 2010 - Present
Ameriprise Financial Services, Inc. July 2001 - March 2008
Countrywide Financial Corporation December 1998 - September 2000
Countrywide Home Loans June 1996 - June 1998
Countrywide Home Loans July 1993 - June 1996
KPMG March 1992 - July 1993
Skills
Series 7, Investments, Financial Analysis, Wealth Management, Strategic Financial..., Risk Management, Banking, Insurance, Mortgage Banking, Business Process..., Leadership, Retirement Planning, Budgets, Management, Executive Management, Finance, Analysis, Financial Planning
Education
University of Southern California 1987 — 1991
Bachelor's degree, Business Administration, Emphasis in Finance
Ameriprise Financial Services, Inc. June 2015 - Present
Deephaven Dental September 2010 - March 2015
Wm Campbell Commercial Appraisers 2008 - 2010
Cherry Creek Mortgage / First Residential Mortgage 2002 - 2006
DARTS 1999 - 2002
Natural Ovens Bakery 1996 - 1999
Walters Advisory Group 1989 - 1996
American Express Financial Advisors 1984 - 1989
Skills
Coaching, Leadership, Team Building, Leadership Development, Process Improvement, Project Management, Public Speaking, Management, Marketing, Strategic Planning, Small Business, Nonprofits, Fundraising, Customer Service, Budgets, Business Development, Account Management, Business Strategy, Negotiation, Sales, Teaching, Project, Volunteer Management
Education
University of South Florida
Bachelor's Degree, Finance-Accounting-Economics
Eastern Bank April 2012 - July 2013
Eastern Bank December 2011 - April 2012
Eastern Bank January 2011 - April 2012
Commonwealth Foreign Exchange April 2010 - December 2010
Brown Brothers Harriman & Co June 2008 - February 2010
Ameriprise Financial Services Inc May 2005 - September 2005
Rhode Island General Treasurer's Office September 2004 - December 2004
Skills
Portfolio Management, Credit Analysis, Finance, Loans, Accounting, Analysis, Financial Analysis, Mutual Funds, Investments, Commercial Lending, Financial Modeling, Banking, Commercial Banking, Credit, Financial Accounting, New Business Development, Credit Risk
Education
Boston College 2012 — 2015
Master of Business Administration (MBA)
University of Rhode Island 2004 — 2008
Bachelor of Science, Finance
Logos Lifetime Enterprises January 2012 - Present
World Gardens Cafe 2011 - Present
Logos Real Estate Holdings 2011 - Present
Logos Insurance Group 2010 - Present
Secured Capital Investments 2008 - Present
Renaissance Title 2007 - Present
Peak Management 2002 - Present
Logos Wealth Advisors March 2009 - March 2012
Ameriprise Financial Services Inc. 2005 - March 2009
American Express Financial Advisors, Inc. 1992 - 2005
Skills
Leadership Development, Social Media, Public Speaking, Negotiation, Business Strategy, Strategic Planning, Executive Coaching, Entrepreneurship, Coaching, Non-profits, Business Development, Strategy, Leadership, Program Management, Small Business, Team Building, Strategic Financial..., Mergers & Acquisitions, Start-ups, Investment Properties, Management, Fundraising, Marketing Strategy, Training, Marketing, Insurance, Social Media Marketing, Social Networking, New Business Development, Customer Service, Nonprofits, Organizational..., Teaching, Management Consulting, Investments, Finance, Team Leadership, Contract Negotiation, Venture Capital, Recruiting, Sales, Project Management, Business Planning, Change Management, Budgets
Education
California State University-San Bernardino 1985 — 1987
Bachelor of Science (BS), Finance, General
Chaffey College
The Washington Center April 2015 - August 2015
The Washington Center August 2014 - April 2015
Naval Historical Foundation July 2014 - August 2014
National Museum of the United States Navy June 2014 - July 2014
Moffitt Cancer Center February 2011 - May 2014
Glazer Children's Museum September 2011 - April 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
Skills
Research, Writing, European History, Oral History, Public Speaking, Strategic Planning, Museums, Informal Education, Leadership, Customer Service
Education
University of South Florida 2010 — 2014
Bachelor's Degree, History
University of South Florida 2010 — 2014
Bachelor's Degree, Biomedical Sciences
The Washington Center for Internships and Academic Seminars
Advocacy, Service, and the Arts Leadership Forum
Florence University of the Arts
Studied the History of the Italian Renaissance and Italian Political Culture
MQ Capital Advisors February 2015 - Present
Zuvich Corporate Advisors, Inc. (ZCA) June 2014 - February 2015
Laguna Hills High School Football May 2014 - November 2014
Nutrition Zone October 2012 - May 2014
Ameriprise Financial Services, Inc. November 2011 - May 2012
Northwestern Mutual June 2011 - September 2011
Montage Hotels & Resorts June 2010 - August 2010
Skills
Finance, Sales, Financial Analysis, Leadership, Customer Service, Accounting, Strategic Planning, Marketing, Management, Time Management, Public Speaking, Social Media, Microsoft Excel, Real Estate, Investments, PowerPoint
Education
University of San Diego 2009 — 2014
Bachelor's Degree, Finance
Dominican University of California September 2014 - Present
Sol Food Puerto Rican Cuisine November 2013 - August 2014
Various temporary positions December 1999 - March 2013
Bittersweet Cafe September 2011 - July 2012
Oakland Animal Services October 2010 - October 2011
Hopalong Animal Rescue July 2010 - July 2011
Ameriprise Financial Services, Inc September 2006 - May 2011
Exhale August 2008 - June 2009
Skills
Non-profits, Data Entry, Social Networking, Time Management, Customer Service, PowerPoint, Public Speaking, Editing, Microsoft Office, Microsoft Word, Event Management, Training, Microsoft Excel, Higher Education, Data Analysis, Teamwork, Recruiting, Coaching, Conflict Resolution, Critical Thinking, Psychology, Sales, Administrative..., Office Management, Facebook, Administration, Outlook, Advertising, Event Planning, Research, Interviews, Social Media, Human Resources, Program Development, New Hire Orientations, Public Relations
Education
Dominican University of California 2005 — 2009
Bachelor of Arts Degree, Psychology
Saint Mary's College High School 2000 — 2004
High School diploma, General Education
Ameriprise Financial Services, Inc. February 2013 - Present
Sunovion Pharmaceuticals Inc. February 2012 - 2013
Pfizer 2006 - February 2012
Wyeth Pharmaceuticals 2004 - 2006
Wyeth 2000 - 2004
Wyeth 1997 - 2000
The Omnia Group 1995 - 1997
Education
University of South Florida
BS, Bachelor of Science, Business Administration, Cum Laude
University of South Florida - College of Business Administration
M.B.A, Finance and Marketing
Ameriprise Financial Services, Inc. February 2012 - Present
Edward Jones June 2003 - February 2012
Education
University of South Carolina-Columbia
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc February 2005 - Present
Education
Hofstra University 1996 — 2000
BBA, Hofstra University, Hempstead, NY
J.P. Morgan August 2013 - Present
University of Rochester 2013 - Present
University of Rochester May 2013 - Present
University of Rochester August 2011 - Present
University of Rochester September 2013 - December 2013
J.P. Morgan June 2013 - August 2013
Ameriprise Financial Services, Inc. January 2013 - May 2013
University of Rochester August 2012 - May 2013
Sony Electronics July 2012 - May 2013
University of Rochester August 2011 - May 2013
Skills
Derivatives, Bloomberg, Financial Modeling, Financial Analysis, Valuation, Accounting, Budgets, Corporate Finance, Finance, Analysis, Data Analysis, Research
Education
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
International School Bangkok 2008 — 2010
International Baccalaureate
Seoul Foreign School 2005 — 2008
West Island School 1999 — 2005
CentSai September 2015 - Present
Demand Studios Media November 2009 - June 2015
Worlco Management Services, Inc February 2009 - December 2009
Ameriprise Financial Services, Inc July 1991 - December 2007
Ameriprise Financial March 2000 - April 2001
Ameriprise Financial April 1998 - March 2000
PJRMA, Inc June 1989 - June 1991
Ogden Corp August 1987 - June 1989
Ogden Corp November 1982 - July 1987
Skills
Strategic Financial..., Coaching, Management, Insurance, Finance, Accounting, Budgets, Business Planning, Sales, Marketing, Executive Management, Customer Service, Financial Analysis, Training, Human Resources, Team Building, Public Speaking
Education
Walden University 2006 — 2015
Doctor of Philosophy, Management; Finance
Iona College 1985 — 1988
Master, Business Administration; Management Information Systems
Clarkson University 1978 — 1982
Bachelor of Science, Mechanical EngineeringManufacturing Systems Concentration
Lefrak Organization February 2013 - Present
Design April 2011 - September 2011
William Vitacco Associates, Ltd March 2009 - March 2011
Ameriprise Financial Services Inc March 2008 - August 2008
Feingold & Gregory Architects November 2002 - December 2007
Skills
Publishing, Press Releases, Entrepreneurship, Lifestyle Writing, Cooking, Construction Consulting, Cpr Certified
Education
CUNY York College 2014 — 2014
Master of Science (MS), Occupational Therapy/Therapist
SUNY Empire State College 2012 — 2014
Bachelor of Science (B.S.), Human Development and Family Studies, General
City University of New York City College 2002 — 2007
Bachelor of Arts (B.A.), Mass Communication/Media Studies
USAA February 2015 - May 2015
USAA May 2014 - August 2014
Ameriprise Financial Services, Inc. May 2013 - July 2013
Skills
Finance, Corporate Finance, Financial Services, Capital Markets, Public Speaking, Microsoft Excel, Microsoft Word, Telepresence, Time Management, Investments, Research, Social Networking
Education
University of South Florida
Bachelor of Science (BS)
CJ Affiliate by Conversant (formerly Commission Junction) February 2013 - Present
CJ Affiliate by Conversant July 2011 - February 2013
CJ Affiliate by Conversant May 2010 - July 2011
First Investors Corporation March 2008 - March 2010
Ameriprise Financial Services, Inc October 2007 - May 2008
Bentley College January 2006 - May 2008
Aon Insurance Managers (Dublin) Ltd June 2007 - August 2007
Skills
Streamline Processes, Organizing, Microsoft Excel, Analysis, Financial Analysis, Business Analysis, Process Improvement, Data Analysis, Public Speaking, Marketing, Strategic Planning, Business Development, Account Management, Budgets, Forecasting, Customer Service
Education
Bentley University 2004 — 2008
BS, Finance
University College Dublin 2007 — 2007
Finance, History
Franklin High School 2000 — 2004
Ameriprise Financial Services, Inc. 1990 - Present
Education
University of South Carolina - The Moore School of Business 1970 — 1974
Bachelor of Arts (BA), Journalism and Business
American Academy, Athens, Greece 1958 — 1970
Ameriprise Financial Services Inc September 2014 - Present
S.E.E.D. Financial Strategies September 2012 - April 2014
MMC February 2010 - August 2012
MMC March 2008 - February 2010
Skills
Customer Service, Advertising, Social Media, Lead Generation, Online Advertising, Training, Strategic Planning, Salesforce.com, Budgets, Microsoft Office, Team Building, Event Management, PowerPoint, Proposal Writing, Email Marketing, Marketing Research, Online Marketing, Management, Marketing Strategy, Customer Relations, Microsoft Excel, New Business Development, Social Media Marketing, Public Relations, Marketing, Marketing Communications, Operating Budgets
Education
Elmira College
Bachelor of Science
Notre Dame High School
Ameriprise Financial Services, Inc. June 2011 - Present
Round Hill Club May 2000 - June 2011
Education
University of South Alabama 1991 — 1996
B.A., Communications
Epic September 2012 - Present
Fanattix MediaSummer 2011 June 2011 - August 2011
Ameriprise Financial Services, Inc June 2010 - August 2010
Skills
Java, C, SQL, Python, Object Oriented Design, Intersystems Cache, Epic Systems, Linux, Technical Documentation, German, AIX, Writing, Troubleshooting, Public Speaking
Education
Bucknell University 2008 — 2012
B.S. in Computer Science & Engineering, Computer Science
Oakton High School 2005 — 2008
High School Diploma
Societe Generale Corporate and Investment Banking - SGCIB June 2015 - August 2015
Ameriprise Financial Services, Inc. September 2014 - October 2014
MasterCard June 2014 - August 2014
Industrial and Commercial Bank of China December 2013 - January 2014
University of Rochester June 2013 - August 2013
People's Insurance Company of China December 2012 - January 2013
Skills
Financial Analysis, Data Analysis, Financial Modeling, Stata, Econometrics, R, Competitive Analysis, Risk Analysis, Valuation, Financial Research, English, Microsoft Excel, Community Service, E-commerce, PowerPoint
Education
University of Rochester 2012 — 2016
Bachelor's degree, Financial Economics and Statistics Double Major
Hefei No 6 High School
High School Diploma, Mathematics, Statistics, Economics, Physics, Chemistry
Ameriprise Financial Services, Inc December 1981 - Present
Education
Saint Vincent College 1973 — 1977
B.A., Sociology
College for Financial Planning 1983 — 1985
CFP, Financial Planning
Good Counsel High School 1969 — 1973
Ameriprise Financial Services, Inc. May 1999 - Present
GTE Directories Corp February 1991 - June 1997
Education
University of South Florida 1976 — 1979
Bachelor, Science
University of Tampa
Masters, Business Administration
McGladrey November 2014 - Present
Ameriprise Financial Services, Inc. February 2010 - November 2014
Ameriprise Financial Services, Inc July 2006 - August 2009
Skills
Vendor Management, Cross-functional Team..., Financial Services, Leadership, Process Improvement, Relationship Management, Project Management
Education
California State University-Northridge 2004 — 2006
Bachelors, Marketing
American Family Legacy Group LLC October 2013 - Present
Ameriprise Financial Services, Inc. October 1984 - September 2013
Education
University of South Florida 1972 — 1977
Bachelor' degree, Finance, General
St. Petersburg High School 1969 — 1972
Graduated, General
Ameriprise Financial Services, Inc. August 2012 - Present
Education
University of Southern California
BA, History, Cinema-Television
TEKsystems May 2012 - November 2012
TEK Systems April 2010 - March 2012
EMCO Chemical Distributors August 2009 - March 2010
Tek Systems March 2009 - June 2009
N/A September 2008 - February 2009
Ameriprise Financial Services, Inc February 2008 - July 2008
Washington Mutual Bank fsb September 2001 - November 2007
North Shore Bank June 2000 - June 2001
LSX Express, LLC September 1998 - May 2000
Skills
Active Directory, XP, Computer Hardware, TCP/IP, Software Installation, DHCP, Networking, Microsoft Certified..., Help Desk Support, Printers
Education
PC ProSchools 2008 — 2009
Microsoft Certifications, Information Technology
University of Phoenix 2007 — 2007
Accounting
College of Lake County 1997 — 1997
Accounting
Illinois State University 1988 — 1989
Accounting
State of Minnesota - MNsure June 2013 - June 2015
Target July 2012 - June 2013
Enclarity: A healthcare information solutions company January 2012 - July 2012
Ameriprise Financial Services, Inc August 2009 - December 2011
Best Buy Corporation February 2008 - December 2008
Ameriprise Financial January 2007 - March 2008
HKIS August 2002 - August 2006
Skills
Vendor Management, Program Management, Training, Change Management, Business Analysis, Process Improvement, Management, Cross-functional Team..., Requirements Gathering, Project Management, PMP, Strategic Planning, Integration, SDLC, PMO, Project Planning, Business Process, Quality Assurance
Education
Hamline University
BA
Ameriprise Financial Services, Inc. August 1996 - Present
Education
University of Southern California 1986 — 1990
Bachelor of Science, Business
Ameriprise Financial Services, Inc. July 2010 - Present
Ameriprise Financial Services, Inc. June 2008 - July 2010
Education
University of South Alabama 2004 — 2008
BS, Business Administration, Finance
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Financial February 2011 - October 2012
Ameriprise Financial February 2011 - October 2012
Schubert, Kumagai, Lennick and Associates a financial advisory practice of Ameriprise Financial August 2006 - February 2011
Ameriprise Financial Services, Inc. March 2003 - August 2006
Education
University of Southern California 1994 — 1998
BA
McAleney Wealth Management, LLC September 2010 - Present
Ameriprise Financial Services, Inc. November 2008 - September 2010
H & R Block Financial Advisors January 2007 - September 2010
Janney Montgomery Scott November 1999 - January 2007
Skills
Securities, Investment Advisory, Financial Analysis, Retirement, Investments, Wealth Management, Portfolio Management, Investment Properties, Finance, Strategic Financial..., Retirement Planning, FINRA, Mutual Funds, Fixed Annuities, Banking, Series 7, Small Business, Credit, Insurance, Asset Management, Series 63, Strategy, Estate Planning, Life Insurance, Customer Service
Education
University of South Carolina-Columbia 1979 — 1983
BA, Education
Arthur Bell CPAs September 2014 - Present
Target June 2012 - September 2014
Target 2011 - 2012
Ameriprise Financial Services Inc. February 2010 - August 2010
Gammon Financial September 2005 - February 2010
Skills
Administrative..., Outlook, Data Entry, PowerPoint, Office Management, Customer Service, Credit Card Fraud, Check Fraud, Investigation, Management, Sales, Customer Satisfaction, Inventory Management, Time Management, Team Building, Financial Planning, Microsoft Excel, Microsoft Office, Budgets, Auditing, Loss Prevention
Education
Harford Community College 2010 — 2011
Professional Certificate
University of Baltimore 2003 — 2005
BS
Harford Community College 2001 — 2003
UnitedHealth Group January 2013 - Present
Ameriprise Financial Services, Inc. 2009 - October 2012
Ameriprise Financial 2006 - 2009
Ameriprise Financial December 2005 - June 2006
Ameriprise Financial November 2004 - November 2005
American Express Corporate Travel January 1996 - November 2004
Advanced Travel Management July 1992 - December 1995
Marriott International 1988 - 1989
Skills
Business Process..., Change Management, Analytics, Vendor Management, Program Management, Negotiation, Management, Talent Management, Training, Leadership, Business Analysis, Process Improvement, Strategy, Analysis, Project Management, Customer Service, Call Centers, Team Building, Cross-functional Team..., Strategic Planning
Education
University of Southern California 1996 — 1998
Journalism
La Canada High School, La Canada CA 1982 — 1986
Ameriprise Financial Services, Inc August 1992 - Present
Parker Hannifin September 1983 - May 1989
Hazeltine Corporation July 1972 - September 1983
Education
LIU Post 1983 — 1986
MBA, Finance
LIU Post 1981 — 1983
BS, Business Administration, Marketing
Farmingdale State College 1973 — 1980
AS, Business Administration
Ameriprise Financial Services, Inc. 2003 - Present
American Express Financial Advisors Inc. 2001 - 2003
American Express Financial Advisors Inc. 2000 - 2001
Education
University of Rochester 1995 — 1999
BA, Political Science
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Financial Services Inc. March 1989 - Present
Education
American College 1997 — 1998
Chartered Life Underwriter (CLU), Taxation & Extate Planning
College for Financial Planning 1992 — 1993
CFP, Financial Planning and Services
Clark University 1984 — 1988
BA, Business Management
Poly Prep Country Day School 1981 — 1984
Ameriprise Financial Services, Inc. March 2008 - Present
Morgan Stanley March 2004 - March 2008
US Army May 1992 - March 2004
Education
University of Scranton 1988 — 1992
Bachelor's of Arts Degree, History
Archbishop Molloy High School 1984 — 1988
Ameriprise Financial Services, Inc. October 2008 - Present
Education
University of South Florida
Bachelor of Arts in Business, Finance Major
Ameriprise Financial Services, Inc. November 2009 - Present
JB Hanauer January 2004 - January 2009
Education
University of South Florida 1994 — 1997
Business
Hillsborough Community College 1991 — 1993
AA, Business
Mother's Morning Out Nursery School August 2003 - Present
Mass Mutual, Legacy Financial Services December 2011 - March 2012
MassMutual Financial Group 2009 - January 2011
Ameriprise Financial Services, Inc May 2008 - March 2009
American Express December 1995 - March 2002
Skills
Recruiting, Sourcing, CRM, Leadership, Management, Cold Calling, Sales, Sales Management, Program Management, Business Planning, Business Networking, Talent Acquisition, Insurance, Employee Benefits, Financial Services, Strategic Financial..., Talent Management, Applicant Tracking..., Executive Search, Leadership Development, Relationship Management, Business Development, Consulting, Finance, Marketing, New Business Development, Retirement Planning, Strategy, Training, Vendor Management
Education
College of Charleston 1984 — 1987
BS, Business
St Mary's College 1982 — 1983
Ameriprise Financial Services, Inc. April 2010 - Present
Edward Jones June 2001 - April 2010
Superba, Inc. January 1986 - February 2001
Education
University of Scranton 1968 — 1972
Bachelor of Science, History, Secondary education
Regis High School 1964 — 1968
Ameriprise Financial Services Inc. September 1994 - Present
Education
Iowa State University 1972 — 1976
Bachelor of Science (BS), Agricultural Mechanization
Cobecon November 2012 - Present
Greenpark Mortgage September 2011 - September 2012
Provident Funding Group Inc June 2009 - August 2011
Ameriprise Financial Services Inc May 2008 - May 2009
Skills
Healthcare Consulting, Risk Management, Health Care Reform, Affordable Care Act, Insurance Brokerage, Health Insurance, Health Care Compliance, Risk Budgeting, Insurance Negotiations, Underwriting, Finance, Microsoft Excel, Financial Analysis, Mortgage Lending, Loans, Refinance, Credit, Residential Mortgages, Employee Benefits
Education
Bentley University 2005 — 2009
Bachelor of Science, Finance
Thornton Academy 2001 — 2005
High School
TravelMax July 2013 - Present
SNI Companies July 2012 - July 2013
The Mergis Group November 2010 - July 2012
Ameriprise Financial Services, Inc. 2007 - 2010
HomeBanc Mortgage 2005 - 2008
Skills
Staffing Services, Technical Recruiting, Applicant Tracking..., Accounting, Recruiting, Talent Acquisition, Temporary Staffing, Temporary Placement, Sourcing
Education
University of South Florida 2000 — 2004
Business Administration, Finance
Jesuit High School
Ameriprise Financial Services, Inc. January 2011 - May 2011
Phi Theta Kappa August 2009 - December 2009
Skills
Investments, Strategic Account Growth, Technical Analysis, Options, Trend Forecasting, Trend Analysis, Trading Strategies, Venture Capital, Investment Properties, Financial Analysis, Futures Trading, Asset Management, Investment Strategies, Investment Management, Finance, Trading, Leadership, Property Management, Value Investing, Market Analysis, Alternative Investments, Financial Planning, Equity Valuation, Portfolio Management, Real Estate, Business Planning, Strategic Financial..., Securities, Financial Markets, Wealth Management, Due Diligence, Start-ups, Customer Service, Microsoft Office, Public Speaking, Social Networking
Education
University of South Florida - College of Business Administration 2010 — 2011
Valencia Community College 2008 — 2010
Associate of Arts (A.A.), Finance, General, 3.6 GPA
Ameriprise Financial Services, Inc. April 2000 - Present
Education
University of South Alabama
US Bank May 2012 - Present
Ameriprise Financial Services, Inc 2008 - 2010
Ameriprise Financial Services, Inc. 2005 - 2008
Ameriprise Financial Services, Inc. 2004 - 2005
Ameriprise Financial Services, Inc. 2002 - 2004
Ameriprise Financial Services, Inc. 2001 - 2002
Ameriprise Financial Services, Inc. 1998 - 2001
Ameriprise Financial Services, Inc. 1996 - 1998
Skills
Program Management, Process Improvement, Data Analysis, Project Management, Leadership, Training, Project Planning, Coaching, Change Management, Strategy, Cross-functional Team..., Business Analysis, Strategic Planning, Team Building, Leadership Development, Team Leadership, Performance Management, Management, Business Process..., Customer Satisfaction
Education
Iowa State University
Bachelors of Science, Psychology
University of Minnesota-Twin Cities
Ph.D. program, Industrial/Organizational Psychology
Ameriprise Financial Services, Inc 2002 - Present
Financial Planning Association January 2012 - December 2014
Financial Planning Association November 2009 - January 2012
Ameriprise Financial Services, Inc May 2004 - October 2007
Best Buy, Inc September 1999 - 2002
Education
Augsburg College
Bachelor of Arts (B.A.), Business Administration and Economics
Augsburg College
Bachelor of Arts (B.A.), Finance w/Accounting Minor
Ameriprise Financial Services Inc November 2009 - Present
Ameriprise Financial Services Inc. July 2000 - November 2009
ABN AMRO Inc. 1998 - 2000
NASD July 1996 - August 1998
American Century Investments November 1991 - July 1996
Skills
Investments, Brokerage, Capital Markets, Series 24, FINRA, Series 7, Securities, Series 63, Mutual Funds, Wealth Management, Series 65, AML, Uniform Combined State..., Alternative Investments, Equities, Securities Regulation, Financial Services
Education
Webster University 1994 — 1996
Masters, Masters of Arts in Management
Kansas State University 1987 — 1991
BA, French
Ameriprise Financial Services Inc January 2010 - Present
Merrill Lynch-Global Wealth Management February 1995 - January 2010
W.J.Nolan & Co. Inc. , a member of NYSE 1988 - 1995
ITT World Communications Inc. 1980 - 1988
Education
Villanova University
B.S., Villanova School of Business
Albertus Magnus College
Personal Financial Planning (CFP) Program
Chaminade High School
Ameriprise Financial Services, Inc November 2000 - Present
Stifel Nicolaus August 1998 - November 2000
Education
Boston University 2006 — 2007
Financial Planning
Palm Beach Community College 1990 — 1993
German language, health, science, physical fitness
pattonville
pattonville
Sam's Club August 2013 - Present
Sam's Club August 2012 - Present
Walmart April 2012 - Present
Walmart September 2011 - June 2012
Walmart November 2010 - September 2011
Kingwood Center February 2010 - October 2010
Parrot Head Pub January 2006 - September 2010
Ameriprise Financial Services, Inc November 2005 - September 2010
Clear Channel Communications June 2001 - February 2009
Ashland University 2008 - 2008
Skills
Management, Leadership, Strategy, Event Planning, Customer Service, Event Management, Team Building, Inventory Management, Interviews, Sales, Marketing, Public Speaking, Training, Merchandising, Time Management, Human Resources, Marketing Strategy, Microsoft Office, Social Media
Education
Ashland University 2007 — 2010
BSBA, Marketing, Speech Communications
Ohio Center for Broadcasting
diploma, Journalism
The Ohio State University
Journalism & Communications
United Natural Foods November 2014 - Present
Meyer Corporation January 2013 - Present
United Natural Foods January 2012 - November 2014
DSW August 2008 - September 2014
Braziel & Associates, NPB Financial Group, LLC February 2008 - October 2011
MassMutual Financial Group May 2006 - January 2008
Ameriprise Financial Services, Inc May 2005 - April 2006
Volt Technical Services July 2001 - September 2003
Teksystems, Inc November 2000 - April 2001
Wells Fargo Bank July 1998 - October 2000
Skills
Investments, Insurance, Strategic Financial..., Microsoft Excel, Portfolio Management, Series 7, Retirement Planning, Asset Managment, Financial Analysis, Asset Allocation, Investment Strategies, Microsoft Word, Wealth Management, Life Insurance, Banking, Series 63, Mutual Funds, Securities, Relationship Management, Sales, Management, Forecasting, Training, Business Analysis, Small Business, Time Management, Retail, Customer Service, Marketing Strategy, Finance, Social Networking, Merchandising, Marketing, Leadership, Financial Planning
Education
Yelm High School 1995 — 1996
University of Arizona 1996 — 1997
Geological Engineering
California State University-Sacramento 2002 — 2004
BA, History
Ameriprise Financial Services Inc. March 2013 - Present
Platinum Broker Transition Services January 2012 - Present
Morgan Stanley Smith Barney April 1994 - January 2012
Morgan Stanley Smith Barney 2003 - 2012
Citi Smith Barney 2003 - 2009
UBS Financial Services January 2001 - January 2003
UBS 2001 - 2003
U.S. Army Reserve 1995 - 2003
Smith Barney January 1994 - January 2001
Skills
Bi-lingual, Series 7, 63, 9 & 10, Series 7, Hiring, Multilingual, Recruiting, Banking, Interviews, Human Resources, Accounts Payable, Payroll, Training, Office Management, Insurance
Education
United States Army Reserve 1994 — 2002
Legal Career Institute
Broward College
Ameriprise Financial Services, Inc 1996 - Present
Education
Wilkes College 1969 — 1973
Bachelor of Arts, French and Elementary Education
College for Financial Planning
Chartered Retirement Planning Counselor
Institute of Business and Finance
Certified Fund Specialist
Lambesis June 2015 - Present
Lambesis August 2014 - May 2015
Pink Sugar Productions July 2014 - August 2014
The San Diego Padres February 2014 - July 2014
Ameriprise Financial Services, Inc. July 2013 - March 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, Event Planning, Time Management, Facebook, Social Media Marketing, Marketing, Public Relations, Leadership
Education
University of San Diego 2011 — 2015
BBA Marketing
Ameriprise Financial Services, Inc. June 1994 - Present
Education
University of South Carolina - Darla Moore School of Business 1990 — 1994
BS, Marketing / Management
Northrop Grumman Corporation June 2015 - Present
StepStone Group September 2014 - December 2014
Northrop Grumman Corporation May 2014 - September 2014
Ameriprise Financial Services, Inc. May 2013 - September 2013
Stone and Grzegorek LLP Law Firm May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Finance, Personal Financial..., Real Estate, Financial Analysis, Marketing, Accounting, Financial Modeling, Microsoft Office, Teamwork, Market Research, Social Media
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Supply Chain Management, Senior
Mira Costa High School 2007 — 2011
Ameriprise Financial Services, Inc. September 1996 - Present
Ameriprise Financial Services, Inc. March 2000 - December 2007
Education
University of South Florida - College of Business Administration 1992 — 1996
BS, Finance
Ameriprise Financial Services, Inc. September 2001 - Present
Education
University of Southern California 1995 — 1999
BA, Public Policy and Management
De la salle high school 1991 — 1995
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division April 2014 - Present
Zicht Wealth Management, Inc. May 2012 - March 2014
Sickle Hunter Financial Advisors January 2011 - May 2012
Ameriprise Financial Services, Inc. March 2009 - January 2011
Syniverse Technologies March 2008 - October 2008
Verizon Business April 2007 - December 2007
AT&T Global Services May 1999 - December 2006
IBM Corporation July 1979 - May 1999
Education
University of South Florida 1981 — 1984
BS, Management
Ameriprise Financial Services, Inc. April 2009 - Present
Morgan Stanley Dean Witter August 2000 - April 2009
Education
University of South Carolina - The Moore School of Business 1975 — 1977
MIBS, International Business
University of South Carolina-Columbia 1965 — 1970
BS, Geography
Merrill Lynch December 2014 - Present
Merrill Lynch February 2011 - 2014
Ameriprise Financial Services Inc. October 2002 - February 2011
Skills
Investments, Retirement, Financial Advisory, Wealth Management, Asset Allocation, Long-term Care, Asset Management, Finance, Small Business, Customer Service, Retirement Planning, Estate Planning, Investment Advisory, Asset Managment, Strategic Planning, Management, Certified Financial..., Investment Strategies, Insurance, Hold Series 7, Series 66
Education
Bradley University 1998 — 2002
Agilent Technologies July 2011 - July 2012
Agilent Technologies July 2010 - July 2011
Terrier Claims Services, Inc October 2002 - September 2009
Ameriprise Financial Services, Inc December 2007 - August 2009
Skills
Management, Business Strategy
Education
Universitat Autònoma de Barcelona 2011 — 2012
Máster, Dirección de Cuentas Publicitarias
European University 2009 — 2010
Masters of Business Administration, Global Banking & Finance
Iona College 2005 — 2009
Bachelor of Business Administration, Finance
Ameriprise Financial Services, Inc. 1998 - Present
Education
University of South Carolina - Darla Moore School of Business 1993 — 1998
Bachelor's, Management and Marketing
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch December 1996 - April 2009
Olde Discount 1993 - 1996
Education
University of South Carolina-Columbia 1987 — 1991
University of South Carolina-Columbia 1987 — 1991
University of South Carolina-Columbia 1987 — 1991
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. March 2009 - Present
Merrill Lynch November 2000 - March 2009
Joseph Forlenza, CPA, PC January 1990 - November 2000
Education
University of San Diego 1981 — 1985
BS, Accounting
Ameriprise Financial Services, Inc. January 1994 - Present
Ameriprise Financial 1994 - Present
Mercantile Stores Company, Inc. 1975 - 1993
Education
University of South Alabama 1974 — 1979
Ameriprise Financial Services, Inc 1996 - Present
Skills
Five Star Wealth Manager
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
The American College
ChFC, Chartered Financial Consultant
University of Minnesota - Carlson School of Management
BSB, Business, Economics, Psychology
Augsburg College 1993 — 1994
Business
Normandale Community College 1990 — 1993
Associate of Arts, Business, Economics
Mercer Advisors 2015 - Present
TIAA-CREF September 2014 - September 2015
Charles Schwab September 2013 - September 2014
New England Financial, A MetLife Company January 2009 - January 2013
Ameriprise Financial Services, Inc. August 2004 - January 2009
Skills
Microsoft Office, Microsoft Excel, Investments, Microsoft Word, PowerPoint, Portfolio Management, Sales, Insurance, Strategic Financial..., Finance, Asset Management, Retirement Planning, Financial Services, Mutual Funds, Wealth Management, Customer Service, Financial Planning
Education
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
Ethos Financial Partners a financial advisory practice of Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services Inc. June 2012 - July 2014
The Frugal Group, LLC August 2011 - January 2012
Alrington Country Club July 2010 - December 2010
RAYMOND JAMES FINANCIAL May 2008 - August 2008
Education
University of Kentucky 2010 — 2012
Masters of Business Administration, Business
Heidelberg University 2006 — 2010
Bachelor of Science, General Business, Finance, Economics
University of South Florida May 2015 - Present
Ameriprise Financial Services, Inc. 2015 - Present
Ace Hardware 2013 - 2013
Skills
Customer Service, Sales, Microsoft Office, Retail, Microsoft Excel, Training, Leadership, Strategic Planning, Money Management, Presentation Skills, Public Speaking
Education
University of South Florida 2012 — 2016
Finance, General, Junior
University of South Florida 2012 — 2016
Bachelor of Science (BS), Finance, General
Ponte Vedra High School
Business Academy
Raymond James April 2008 - Present
Ameriprise Financial Services, Inc. October 2005 - March 2008
Education
University of South Florida
Bachelor's Degree, Finance & Accounting
Arthur J. Gallagher & Co. August 2015 - Present
William Gallagher Associates June 2011 - August 2015
Toy Motorsports, LLC July 2010 - July 2011
Babson College September 2006 - May 2010
Archway Private Client Group May 2009 - August 2009
Ameriprise Financial Services, Inc May 2008 - August 2008
Skills
Insurance Brokerage, Insurance, Pollution Liability, Environmental Compliance, Environmental Impact..., Finance, Corporate Finance, Financial Analysis, Financial Statements, Financial Statement..., Property & Casualty..., Management, Microsoft Excel, Microsoft Office
Education
Babson College 2006 — 2010
Bachelor of Science, Finance, Entrepreneurship
Ameriprise Financial Services, Inc March 2000 - Present
Education
Arizona State University 1995 — 1999
Freelance February 2015 - Present
New Balance Shoes December 2013 - February 2015
Directex Inc. March 2010 - November 2013
Chamilia October 2011 - December 2011
Ameriprise Financial Services, Inc. May 2007 - May 2008
Skills
Web Design, Digital Marketing, Social Media Marketing, SEM, Social Media, SEO, Marketing, graphic design, web management, Wilderness First..., content marketing
Education
University of San Francisco 2010 — 2010
Master Certificate, Internet Marketing
University of St. Thomas 2005 — 2009
BA, International Relations
Ameriprise Financial Services, Inc July 2007 - Present
Promontory Interfinancial Network January 2006 - July 2007
Merchants National Bank NA October 2003 - January 2006
NovaStar Financial May 2001 - October 2003
Education
Minnesota State University, Mankato 2008 — 2009
CFP, Certified Financial Planner
Ball State University - College of Business 2000 — 2001
University of Minnesota - Akita, Japan 1999 — 2000
Winona State University 1995 — 2000
BS / BA, Pulbic Admin & Political Science
Deloitte August 2015 - Present
Davidson Investment Financial Association April 2014 - May 2015
Azulian Solutions July 2013 - May 2015
Ameriprise Financial Services, Inc April 2012 - May 2015
Financial Access Initiative June 2014 - August 2014
SRS, Inc. June 2012 - August 2012
Graham and Dunn PC July 2009 - August 2009
Education
Davidson College 2011 — 2015
Bachelor's Degree, Economics and German Studies
Duke in Berlin 2013 — 2013
Bachelor's Degree, Economics and German Studies
Musishes Gymnasium; Salzburg, Austria 2010 — 2010
United States Postal Service July 2012 - Present
Parsan's Paddles March 2009 - January 2013
Ameriprise Financial Services Inc January 2012 - May 2012
ATLAS TMS LLC April 2008 - September 2008
Skills
Accounting, Analysis, Financial Analysis, Leadership, Management, Sales, Strategic Financial..., Software Documentation, Negotiation, Payroll, Business Planning, Finance
Education
Florida International University 2008 — 2012
Bachelor of Business Administration, Finance
Florida International University 2008 — 2012
Bachelor of Business Administration, Management
Travel Channel October 2013 - Present
Carson Street Prods, Inc October 2011 - January 2013
Ameriprise Financial Services, Inc. 2011 - 2013
National Geographic Channel January 2012 - December 2012
Carson Street Prods, Inc February 2007 - January 2011
Renegade 82 2010 - 2011
Independent Contractor 2009 - 2011
NBC May 2010 - November 2010
CBS & Bruckheimer Television November 2006 - April 2010
CBS & Bruckhemier Television 2007 - 2010
Skills
Photography, Tennis, Production, Product Management, Problem Solving, Post Production, Creative Direction, Non-linear Editing, Creative Writing, Proposal Writing, Executive Communications, Feature Writing, Film, Communication Training, Feature Articles, Feature Films, Film Production, Producing, Television
Education
University of Southern California 1986 — 1989
Bachelor of Fine Arts, School of Cinematic Arts
King High School
Ameriprise Financial Services, Inc.
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, PowerPoint, Microsoft Word, Leadership, Project Management, Strategic Planning, Marketing
Education
University of South Florida
Bachelor of Arts (B.A.), Economics
MassMutual Financial Group June 2015 - Present
Paychex Retirement Services April 2007 - May 2015
Ameriprise Financial Services, Inc. December 2005 - March 2007
Vector Marketing June 2001 - December 2005
Education
University of San Diego 2000 — 2004
BBA, Business Administration
Ameriprise Financial Services, Inc August 2015 - Present
Fintegra August 2013 - August 2015
AddOns, Inc. 2005 - 2013
Rio Tinto 2004 - 2005
Rio Tinto 2001 - 2004
International Trucks 1998 - 2001
Education
College for Financial Planning 2015 — 2015
CRPC®, Chartered Retirement Planning Counselor
South Dakota School of Mines and Technology 1993 — 1997
Bachelor’s Degree, Mechanical Engineering
Bronfman E.L. Rothschild June 2014 - Present
J.P. Morgan December 2012 - June 2014
Ameriprise Financial Services, Inc September 2004 - December 2012
Education
Eastern Illinois University
Bachelor of Science, Economics
LPL Financial May 2015 - August 2015
Ameriprise Financial Services, Inc. June 2014 - December 2014
Yogurtland March 2014 - August 2014
Chapman Economic Science Institute June 2013 - June 2013
May's Tax and Business Services January 2013 - April 2013
California State Assembly June 2012 - August 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Public Speaking, Financial Analysis, Data Analysis
Education
University of Southern California 2015 — 2017
Bachelor's Degree, Business Administration and Management
Lynbrook High School 2010 — 2014
High School
Samantha Sackler Productions May 2015 - August 2015
CORE40 Studios October 2013 - February 2014
Ameriprise Financial Services, Inc. June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Event Planning, Microsoft Word, Social Media, Social Networking, Facebook, Research, Marketing Strategy, Fundraising, Leadership, Public Speaking, Teamwork, Customer Service
Education
University of Southern California 2014 — 2018
Business Administration and Management, General
Santa Fe Christian High School 2010 — 2014
SLI Systems July 2015 - Present
SLI Systems April 2015 - June 2015
SLI Systems October 2014 - March 2015
Fotobest Pvt. Ltd. July 2012 - July 2014
Jain Business University January 2014 - March 2014
Purple Okra October 2010 - June 2012
Ameriprise Financial Services, Inc. December 2008 - August 2009
Control Risks August 2008 - December 2008
Skills
Sales, Web Services, Customer Service, Retail Sales, Teaching, Communication, Client Services, Financial Planning, Lead Generation, SaaS, E-commerce, Salesforce.com, Client Relations, Marketing, Presentations, Finance, Retail, Start-ups, Customer Satisfaction, CRM, Public Speaking, Social Media, SEO
Education
University of Southern California 2004 — 2008
Bachelor of Arts (B.A.), Philosophy
The Frank Anthony Public School
MetLife October 2009 - Present
Ameriprise Financial Services, Inc January 2005 - October 2009
Challenger School August 2001 - June 2004
Galt High School August 2000 - June 2001
California Youth Authority August 1993 - July 1996
Education
Brigham Young University
Bachelor of Science, Business Management, Finance
College for Financial Planning
CRPC® curriculum
The American College
CFP® curriculum
Charles Schwab September 2015 - Present
USAA November 2009 - July 2015
Morgan Stanley Smith Barney Financial Inc. September 2008 - September 2009
Ameriprise Financial Services, Inc. November 2004 - July 2008
US Active Army/ Florida National Guard May 1998 - June 2005
Education
University of South Florida - College of Business Administration 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.7
University of South Florida - College of Business Administration 2001 — 2003
Bachelor of Business Administration, Marketing and Management Information System, 3.5
Ameriprise Financial Services, Inc. July 2015 - Present
Periscope August 2013 - July 2015
The Lisett Group February 2014 - August 2014
StuffDOT January 2013 - March 2014
PCS Residential April 2012 - July 2012
Education
University of St. Thomas 2009 — 2011
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs, 3.0
University of Southern California 2011 — 2011
Cinematography and Film/Video Production, 3.9
Minneapolis Public Schools October 2010 - September 2014
Ameriprise Financial Services, Inc January 1999 - January 2009
Kelly Services Inc January 1996 - January 1999
Skills
Cross-functional..., Mentoring, Administrative Support, Report Writing, Editing, Education, Customer Service, Language Skills, Computer Literate, Administrative..., Software Documentation, Program Management, Public Speaking, Event Management, Community Outreach, Higher Education
Education
Franklin College
AB Painting & Drawing, Fine/Studio Arts; English
University of Minnesota-Twin Cities
BS, Art Education
Ameriprise Financial Services, Inc. June 2014 - Present
The Greenville News April 1975 - September 1997
Education
University of South Carolina-Columbia 1970 — 1974
BA, Journalism, English
Ameriprise Financial Services, Inc. March 2003 - Present
Education
University of South Florida 1988 — 1992
Bachelor of Science, Finance
Brolin Wealth Management October 2014 - Present
Ameriprise Financial Services Inc. April 2000 - October 2014
The Decorium January 1999 - December 1999
Dow Chemical Company August 1995 - December 1998
WOI-AM/FM Public Radio, Ames, IA May 1987 - July 1993
Education
Northwestern University 1993 — 1995
Master's of Management (MM), JL Kellogg School of Management, Marketing, with Emphasis on Research
Iowa State University 1983 — 1988
BS, Speech Communication, Radio/TV/Film, Journalism, Spanish, History
LGN International August 2010 - Present
Merrill Lynch December 2006 - April 2008
Ameriprise Financial Services, Inc. December 2003 - August 2006
Education
University of Southern California 1983 — 1985
MBA, Accounting, Finance
Ameriprise Financial Services, Inc. January 1994 - Present
US Navy June 1979 - December 1992
Education
University of Southern California 1975 — 1979
BS, Engineering
Ameriprise Financial Services, Inc. July 2014 - Present
Michael Oana Retirement Planning Specialists April 2013 - May 2014
Sigma Chi Fraternity April 2013 - April 2014
Sigma Chi Fraternity April 2012 - December 2012
Assisted Living Concepts May 2012 - August 2012
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Outlook, Time Management, Public Speaking, Teamwork, Spanish, Strategic Planning, Inventory Management, Leadership, Social Media, Data Entry, Risk Management, Sales, Insurance
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor's Degree, Finance, General
Burr Pilger Mayer September 2008 - Present
Morgan Stanley Smith Barney May 2007 - January 2008
Ameriprise Financial Services, Inc. May 2007 - August 2007
Skills
Financial Analysis, Accounting, GAAP, Auditing, SEC filings, Financial Reporting, Revenue Recognition, Strategic Financial..., Sarbanes-Oxley Act, SEC Filings, Microsoft Excel, Management, Finance, Financial Accounting, Financial Planning, Internal Controls, US GAAP
Education
University of San Francisco 2004 — 2008
BS, Accounting, Finance
Onyx Wealth Management LLC September 2011 - Present
Ameriprise Financial Services Inc. May 2004 - November 2011
Ameriprise Financial Services, Inc. April 2006 - August 2007
Premier Mortgage Group, LLC October 2001 - May 2003
Colony Mortgage Corporation April 1997 - October 2001
Skills
Wealth Management..., Investment Advisory, Retirement Planning, Estate Planning, Business Planning, Financial Planning, Retirement Income..., Charitable Giving, Income Tax Planning, Strategic Financial..., Retirement, Income Tax, Financial Advisory, Investments, Charities, Portfolio Management, Asset Managment, Wealth Management, Securities, Asset Allocation, Series 7, Investment Strategies, Wealth, Mutual Funds, Financial Services, Insurance, Series 63, Alternative Investments, Small Business, Finance, FINRA, 401k, Fixed Annuities, Investment Management, Financial Planners, Asset Management, Wealth Accumulation
Education
CFA Institute 2013 — 2013
Candidate, Level I Program
Creighton University 2010 — 2013
MSAPM, Finance, GPA: 3.75
The College For Financial Planning 2008 — 2009
AAMS, AWMA, CRPC, Financial Professional Designation(s)
The Corporation For Long Term Care Certification, Inc. 2007 — 2008
CLTC, Long Term Care Planning
Cleveland State University 1993 — 1998
B.B.A., Accounting/Finance
Ameriprise Financial Services Inc. January 2014 - Present
Ameriprise Financial Services Inc. September 2001 - Present
Education
Elon University 1996 — 2001
B.A., Philosophy/Psychology
Ameriprise Financial Services, Inc June 2004 - Present
Ameriprise Financial Advisors 2004 - Present
Education
Indiana State University 1989 — 1993
Ameriprise Financial Services Inc 2006 - Present
Ameriprise Financial April 2005 - Present
Ameriprise Financial Services, Inc. October 2000 - Present
LK Fotography May 2000 - Present
American Express Financial Advisors 2000 - 2004
Kits Camera's 1994 - 1996
Skills
Requirements Gathering, Business Requirements, Requirements Analysis, Regulatory Requirements, Regulatory Affairs, System Requirements, Project Planning, Project Coordination, Process Improvement, Creative Problem Solving, Six Sigma, MS Office Suite, Lotus Notes, CAMS, BETA, DCM, Business Analysis, Documentation, Testing, Visio, MS Project, Customer Relations, PowerPoint, Excel, Word, Problem Solving, Compliance, Customer Service, Vendor Relations, Microsoft Office, Team Building, Process Development, Analysis, Business Process, Business Process..., Green Belt, CMMI, Microsoft Excel, Microsoft Word, Photography, Digital Photography, Portrait Photography, Event Photography, Thompson One, Outlook, Team Leadership, Software Documentation, Financial Services, Management, Risk Management
Education
Whatcom Community College 1995 — 1997
A.A.S., Political Science
Concordia University-Portland 1993 — 1994
Ameriprise Financial February 2003 - Present
Ameriprise Financial Services, Inc. January 2003 - Present
Boy Scouts of America - SCC 2003 - 2011
University of Rochester September 1998 - May 2002
Education
College Of Financial Planning 2005 — 2007
Certified Financial Planner Professional Designation, Financial Planning
University of Rochester 1998 — 2002
BA, Political Science
Self July 2014 - Present
Charles Schwab July 2007 - July 2014
Merrill Lynch May 2005 - May 2007
Ameriprise Financial Services, Inc. December 2001 - May 2005
MCA Records March 1998 - March 2001
Skills
Series 7, Business Development, Strategic Planning, Series 63, Marketing, Public Speaking, Asset Allocation, Wealth Management, Retirement Planning, Marketing Strategy, Account Management, CRM, Investments, Sales, Dreamweaver
Education
University of San Francisco 1992 — 1996
Bachelor of Arts (B.A.), History
Mercer Street Friends October 2014 - Present
Ameriprise Financial Services, Inc September 2006 - January 2009
Haverford College July 1986 - September 2006
George School July 1975 - July 1986
Skills
Strategic Planning, Series 7, Insurance, Strategic Financial..., Leadership, Budgets, Employee Benefits, Investments, Finance, Risk Management, Human Resources
Education
Earlham College 1967 — 1971
BA, Economics
Jenkintown High School 1963 — 1967
Morgan Stanley Wealth Management May 2011 - Present
Ameriprise Financial Services, Inc. January 1997 - May 2011
Skills
Retirement Planning
Education
University of South Florida 1994 — 1996
B.A., Finance
University of Tampa
Ameriprise Financial Services, Inc February 2009 - Present
Merrill Lynch December 2006 - December 2008
Education
Bates College 1998 — 2002
Bachelor of Arts, Philosophy
Ameriprise Financial Services, Inc. 2005 - Present
TPC Twin Cities 2000 - 2003
Education
University of South Florida 2001 — 2005
BS, Finance
Cetera Advisors LLC March 2014 - Present
Cetera Advisors LLC January 2012 - February 2014
Cetera Advisors LLC January 2010 - December 2011
Table Bay Financial Network, Inc. March 2009 - December 2009
Jackson National Life March 2008 - February 2009
Ameriprise Financial Services, Inc. October 2005 - February 2008
Skills
Series 7, Series 66, Financial Planning, Advisory / Wealth..., Sales, Securities, Variable Annuities, Fixed Annuities, Life Insurance, Relationship Management, Broker-Dealer Operations, Management, Wealth Management
Education
University of Rochester 1993 — 1997
B.A., Economics & Finance
University of Rochester 1993 — 1997
B.S., Microbiology and Immunology
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial August 2009 - October 2013
Ameriprise Financial Services, Inc June 2008 - August 2009
BriteMedia December 2002 - June 2008
Education
Concordia College 1988 — 1992
B.A., English & Communication
Ameriprise Financial Services, Inc. December 1995 - Present
American Express December 1991 - December 1995
Education
University of South Carolina - The Moore School of Business
Business
Ameriprise Financial Services, Inc September 2001 - April 2009
Ameriprise Financial Services, Inc 2001 - 2009
Ameriprise Financial 2001 - 2009
Education
The University of Texas at Austin 1966 — 1968
B.S., Latin, History
Austin College 1964 — 1966
Psychology
Holy Spirit Catholic Church June 2014 - Present
Diocese of Oakland October 2000 - Present
Legal Shield, Inc. / GoSmallBiz.com June 2009 - Present
Grissom's Chapel & Mortuary November 2013 - May 2014
NACA December 2011 - May 2013
iServe Residential Lending September 2011 - December 2011
St Michael Catholic Parish 2010 - 2011
LifePro June 2009 - October 2009
New England Financial October 2008 - May 2009
Ameriprise Financial Services, Inc. April 2008 - October 2008
Skills
Bilingual-Spanish, Sales Coach, Spiritual Counseling, Home Loan Counselor, Real Estate, Mortgage Lending, Social Media, Small Business, Sales, Strategic Financial..., Insurance, Microsoft Excel, Public Speaking, Coaching, Customer Service, Strategic Planning, Marketing, Leadership, Team Building, Budgets, Event Planning, Training, Nonprofits, Teaching, Entrepreneurship, Project Planning, Outlook, Social Networking, Fundraising, Public Relations, Management, Community Outreach, Analysis, Contract Negotiation, Team Leadership, Finance, Leadership Development, Negotiation, Business Development, Marketing Strategy, Microsoft Office, Microsoft Word, Networking, New Business Development, Organizational..., PowerPoint, Program Management, Recruiting, Research, Social Media Marketing
Education
University of San Francisco 1997 — 2000
Master of Arts (MA), Theology/Theological Studies, 3.78
University of San Francisco 1993 — 1995
Bachelor of Science (BS), Applied Economics, 3.5
Nicaragua Military Academy 1968 — 1972
Infantry Officer, 2nd Lt., Military Applied Sciences
Ameriprise Financial Services, Inc July 1996 - February 2014
Skills
Holistic Financial..., Retirement Income..., Investment Portfolio..., Tax Planning, Insurance Analysis, Cash Flow Management, Estate Planning, Compliance Supervision, Spilled Oil..., Oilfield Scaling Studies, Mass Spectrometry
Education
Case Western Reserve University
Doctor of Philosophy (Ph.D.), Physical Organic Chemistry
University of Missouri-Rolla
Master's Degree, Engineering management
Ameriprise Financial Services, Inc August 1990 - Present
Education
Centenary College of Louisiana 1981 — 1985
Bachelor's degree, Business
Wells Fargo Advisors, LLC September 2013 - Present
Fifth Third Secuities 2009 - 2012
JP Morgan - Chase Investment Services, Illinois 2006 - 2009
US Bancorp Investment Services, Illinois 2000 - 2006
Ameriprise Financial Services, Inc. 1996 - 1999
Imperial Bank, Los Angeles, CA 1990 - 1996
Education
University of San Francisco
Bachelor's degree, Business/Managerial Economics
University of Phoenix
Master's degree, Business/Managerial Economics
Ameriprise Financial Services, Inc April 1995 - Present
Skills
Team Building, Sales Management, Strategic Planning, Leadership, Customer Service, Marketing Strategy, Marketing, Public Speaking, Program Management, Negotiation
Education
Ball State University 1969 — 1973
B.S, Radio & TV, Marketing
Ameriprise Financial Services, Inc. 1995 - Present
Education
University of South Florida
Ameriprise Financial Services, Inc March 1998 - Present
Education
Bowling Green State University
Bachelors, Human Resources Management
Ameriprise Financial Services, Inc. 2012 - Present
Education
University of South Florida 1987 — 1991
Bachelor of Science (BS), Marketing
Saint Andrews 1985 — 1987
Ameriprise Financial Services Inc. September 1997 - Present
Edward Jones 1993 - 1997
Alan R. Simmons, Attorney at Law 1988 - 1993
First Huntington National Bank 1984 - 1988
Huntington Trust & Savings Bank 1980 - 1984
Ducker & McCreight, Attorneys 1977 - 1980
West Virginia State Senate Judiciary Committee 1977 - 1977
West Virginia Secretary of State 1975 - 1977
West Virginia State Tax Commissioner 1974 - 1975
Education
National Graduate Trust School at Northwestern University 1981 — 1983
Certified Financial Services Counselor (CFSC), Trust Banking and Financial Services, Honors
Emory University School of Law 1971 — 1974
JD, Law
Marshall University 1967 — 1971
BA, History, Cum Laude
MetLife Premier Client Group of New York City August 2013 - Present
Ameriprise Financial Services, Inc January 2010 - August 2013
Citi Personal Wealth Management August 1999 - December 2009
JPMorgan Chase August 1996 - August 1999
Skills
Retirement Planning, Retirement Income..., Investments, Wealth Accumulation..., Wealth Preservation..., Insurance Strategies, Long Term Care Insurance
Education
Hofstra University
BBA, Banking and Finance
TD September 2012 - Present
Prudential Disability Management Services May 2011 - March 2012
Ameriprise Financial Services, Inc June 2009 - September 2010
Seligman Data Corp September 2002 - June 2009
Forum Financial September 1999 - September 2002
Fidelity Investments May 1998 - September 1999
Skills
Financial Analysis, Finance, Accounting, Management, Leadership, Auditing, Investments, Portfolio Management, Managerial Finance, Internal Audit, Mutual Funds, Equities, Securities, Human Resources, Tax
Education
Husson University 1992 — 1996
BS, Accounting
Ameriprise Financial Services, Inc. July 2005 - Present
SC Department of Health and Human Services May 1992 - July 2005
SC State Auditors Office June 1989 - May 1992
Skills
Estate Tax Planning, Mutual Funds, Portfolio Management, Wealth Management..., Life Insurance, Investment Strategies, Saving for Education
Education
University of South Carolina - The Moore School of Business 2002 — 2004
Certificate of Financial Planning, Fianncial Planning
University of South Carolina - The Moore School of Business 1985 — 1989
Bachelor of Science (B.S.), Accounting
Ameriprise Financial Services, Inc. March 1991 - Present
Education
University of Southern California
BS, Mechanical Engineering
Senator Lou Correa June 2012 - August 2012
University of San Francisco September 2011 - May 2012
Journal of Asian Business Studies February 2008 - May 2011
Ameriprise Financial Services, Inc. May 2010 - August 2010
Skills
Vietnamese, Spanish, Stata, Microsoft Excel, Quantitative Research, Econometrics, Eviews, Qualitative Research, Research
Education
University of San Francisco 2011 — 2013
Master of Arts (M.A.), Economics
University of Deusto 2011 — 2011
Study abroad in Spain, Spanish Language and Literature
University of San Francisco 2008 — 2011
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. CFPELM2009 - 2012
Dayco Products March 1986 - April 1991
Education
University of South Carolina-Columbia 1980 — 1985
Bachelor of Science in Business Administration, Business, Management, Marketing, and Related Support Services
Ameriprise Financial Services, Inc May 2008 - July 2012
Laser, Pokorny, Schwartz et. al May 2005 - May 2008
Marks, Marks & Kaplan, Ltd September 2001 - May 2005
Klavon Design/Dean Davis Communication January 2000 - March 2000
Department of Social Services for Her Majesty's Government May 1996 - August 1997
ISA Control Ltd October 1994 - March 1996
Education
Ashworth College
Degree, paralegal studies
Bishop Auckland College
Associates Degree
TIAA-CREF December 2013 - August 2014
confidential May 2010 - February 2013
USAA May 2009 - May 2010
Charles Schwab May 2006 - February 2009
Ameriprise Financial Services, Inc. July 2005 - May 2006
East West Management Group January 1993 - May 2006
Form Physics June 1987 - September 1992
Skills
NASD Series 7, 63, 9, 10, Leadership, CRM, Business Development, Sales Operations, Team Building
Education
USC 1978 — 1981
Master of Science (MS), Systems Management
US Coast Guard Academy 1972 — 1976
Bachelor of Science (BS), Economics
culver city hs
Coldsmith & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. 1996 - Present
Education
McGill Toolen Catholic High School
University of South Alabama
Business Administration and Management, General