Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

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

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

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.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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
Rick Dominik Rick Dominik Greater Minneapolis-St. Paul Area Details
Rick Dominik's Ameriprise Financial Services, Inc. Experience October 2010 - January 2013
Job Wholesaler
Industry Financial Services
Experience
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

Jennifer Tappan Jennifer Tappan Gulf Shores, Alabama Details
Jennifer Tappan's Ameriprise Financial Services, Inc. Experience January 2015 - April 2015
Job Sales Manager at Promobutler.com
Industry Financial Services
Experience
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

Jessica Shoup Jessica Shoup Franklin, Tennessee Details
Jessica Shoup's Ameriprise Financial Services, Inc. Experience November 2012 - Present
Job Office Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2012 - Present

Education
University of South Florida

Kenneth Jung Kenneth Jung Greater Los Angeles Area Details
Kenneth Jung's Ameriprise Financial Services, Inc. Experience January 2008 - August 2008
Job Actuarial Analyst at Anthem
Industry Commercial Real Estate
Experience
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

Olive Bernice Preston Olive Bernice Preston Miami/Fort Lauderdale Area Details
Olive Bernice Preston's Ameriprise Financial Services, Inc. Experience October 2008 - January 2011
Job Market Intelligence & Operations Professional | MBA Candidate Class of 2016
Industry Marketing and Advertising
Experience
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

Constance Fantin Constance Fantin Greater Minneapolis-St. Paul Area Details
Constance Fantin's Ameriprise Financial Services, Inc. Experience October 2004 - May 2010
Job Liaison extraordinaire and lifetime learner I use my knowledge to cultivate connections and get things done.
Industry Executive Office
Experience
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

Matthew Oleson, CFP®, RICP®, CRPC® Matthew Oleson, CFP®, RICP®, CRPC® Tampa, Florida Details
Matthew Oleson, CFP®, RICP®, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2004 - March 2010
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
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

Adele Ball Adele Ball Carlsbad, California Details
Adele Ball's Ameriprise Financial Services, Inc. Experience October 2013 - March 2014
Job Manager Director Case Management | RN | MSN | Telework | High Risk | Quality | Open to New Opportunities
Industry Health, Wellness and Fitness
Experience
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

Vikram Kohli Vikram Kohli San Francisco Bay Area Details
Vikram Kohli's Ameriprise Financial Services, Inc. Experience January 2003 - Present
Job Financial Advisor, CFP(r), CRPC(r); APMA(r); CA Insurance #0D58497
Industry Financial Services
Experience
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

Andrew C. Yip Andrew C. Yip Glendale, California Details
Andrew C. Yip's Ameriprise Financial Services, Inc. Experience September 2002 - September 2014
Job State Farm
Industry Insurance
Experience
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

Joseph Scola Joseph Scola Washington, District Of Columbia Details
Joseph Scola's Ameriprise Financial Services, Inc. Experience May 2012 - September 2014
Job Freelance Coordinator Global Operations at National Geographic
Industry Media Production
Experience
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

Mitchell Meurlott Mitchell Meurlott Tampa/St. Petersburg, Florida Area Details
Mitchell Meurlott's Ameriprise Financial Services, Inc. Experience November 2012 - Present
Job Financial Advisor at Schoeppler and Associates, a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2012 - Present

Education
University of South Florida   2011 — 2013
Bachelor of Science (B.S.), Finance, General

Brock Pauly Brock Pauly Greater Los Angeles Area Details
Brock Pauly's Ameriprise Financial Services, Inc. Experience July 2001 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
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

C. Christine Walters C. Christine Walters Greater Minneapolis-St. Paul Area Details
C. Christine Walters's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Client Service Manager
Industry Financial Services
Experience
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

John P. Jack Hogan John P. Jack Hogan Boston, Massachusetts Details
John P. Jack Hogan's Ameriprise Financial Services, Inc. Experience May 2005 - September 2005
Job Assistant Vice President at Eastern Bank
Industry Banking
Experience
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

Paul Mata Paul Mata Rancho Cucamonga, California Details
Paul Mata's Ameriprise Financial Services, Inc. Experience 2005 - March 2009
Job President and CEO of Logos Lifetime Enterprises
Industry Professional Training & Coaching
Experience
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

Alicia Petersen Alicia Petersen Washington, District Of Columbia Details
Alicia Petersen's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Department of Transportation Logistics Coordinator at The Washington Center
Industry Higher Education
Experience
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

Jeff Quigley Jeff Quigley Aliso Viejo, California Details
Jeff Quigley's Ameriprise Financial Services, Inc. Experience November 2011 - May 2012
Job Research Analyst at MQ Capital Advisors
Industry Investment Management
Experience
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

Emily Stickel Emily Stickel San Francisco Bay Area Details
Emily Stickel's Ameriprise Financial Services, Inc. Experience September 2006 - May 2011
Job Administrative Assistant, Student Life at Dominican University
Industry Higher Education
Experience
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

Shari Rutherford, MBA, CRPC Shari Rutherford, MBA, CRPC Tampa/St. Petersburg, Florida Area Details
Shari Rutherford, MBA, CRPC's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Linda Rabon, CFP®, AAMS®, CRPC® Linda Rabon, CFP®, AAMS®, CRPC® Myrtle Beach, South Carolina Area Details
Linda Rabon, CFP®, AAMS®, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
Edward Jones  June 2003 - February 2012

Education
University of South Carolina-Columbia
Bachelor of Science (B.S.)

Greg Domond Greg Domond Greater New York City Area Details
Greg Domond's Ameriprise Financial Services, Inc. Experience February 2005 - Present
Job Greg Domond & Associates, A financial advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  February 2005 - Present

Education
Hofstra University   1996 — 2000
BBA, Hofstra University, Hempstead, NY

Nicky Oranich Aimcharoen Nicky Oranich Aimcharoen Rochester, New York Area Details
Nicky Oranich Aimcharoen's Ameriprise Financial Services, Inc. Experience January 2013 - May 2013
Job Introduction of Proofs Teaching Assistant at University of Rochester
Industry Financial Services
Experience
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

Peter Neeves, PhD Peter Neeves, PhD Syracuse, New York Area Details
Peter Neeves, PhD's Ameriprise Financial Services, Inc. Experience July 1991 - December 2007
Job Senior Consultant Experts Platform at CentSai
Industry Management Consulting
Experience
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

Shaakira James Shaakira James Brooklyn, New York Details
Shaakira James's Ameriprise Financial Services, Inc. Experience March 2008 - August 2008
Job Compliance Coordinator at Lefrak Organization
Industry Architecture & Planning
Experience
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

Suhani Patel Suhani Patel Tampa/St. Petersburg, Florida Area Details
Suhani Patel's Ameriprise Financial Services, Inc. Experience May 2013 - July 2013
Job Consultant
Industry Financial Services
Experience
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)

Sam Robbins Sam Robbins United States Details
Sam Robbins's Ameriprise Financial Services, Inc. Experience October 2007 - May 2008
Job Senior Analyst at Commission Junction
Industry Marketing and Advertising
Experience
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

Linda Davenport CFP® Linda Davenport CFP® Hilton Head Island, South Carolina Details
Linda Davenport CFP®'s Ameriprise Financial Services, Inc. Experience 1990 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Mary Bowen Mary Bowen Vienna, Virginia Details
Mary Bowen's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Practice Manager at Ameriprise Financial Services Inc
Industry Financial Services
Experience
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

Natasha Villarroel Natasha Villarroel Norwalk, Connecticut Details
Natasha Villarroel's Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job Financial Advisor Hunter, O'Keefe & Villarroel a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2011 - Present
Round Hill Club  May 2000 - June 2011

Education
University of South Alabama   1991 — 1996
B.A., Communications

Charles Frederich Charles Frederich Madison, Wisconsin Details
Charles Frederich's Ameriprise Financial Services, Inc. Experience June 2010 - August 2010
Job Server Systems Engineer at Epic
Industry Computer Software
Experience
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

Steve Shujian Zhang Steve Shujian Zhang Greater New York City Area Details
Steve Shujian Zhang's Ameriprise Financial Services, Inc. Experience September 2014 - October 2014
Job Student at University of Rochester
Industry Financial Services
Experience
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

Christopher Laubach Christopher Laubach Greater Los Angeles Area Details
Christopher Laubach's Ameriprise Financial Services, Inc. Experience December 1981 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
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

Garry Nichols, CFP, CPA, MBA Garry Nichols, CFP, CPA, MBA Harrisonburg, Virginia Details
Garry Nichols, CFP, CPA, MBA's Ameriprise Financial Services, Inc. Experience May 1999 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Negina Ghafarshad Negina Ghafarshad Greater Los Angeles Area Details
Negina Ghafarshad's Ameriprise Financial Services, Inc. Experience February 2010 - November 2014
Job Office Manager at McGladrey
Industry Financial Services
Experience
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

Thomas Knightly Thomas Knightly Tampa/St. Petersburg, Florida Area Details
Thomas Knightly's Ameriprise Financial Services, Inc. Experience October 1984 - September 2013
Job Vice President at American Family Legacy Group
Industry Financial Services
Experience
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

Sarah Abel Sarah Abel Seattle, Washington Details
Sarah Abel's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Client Services Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - Present

Education
University of Southern California
BA, History, Cinema-Television

Keith Farr Keith Farr Greater Milwaukee Area Details
Keith Farr's Ameriprise Financial Services, Inc. Experience February 2008 - July 2008
Job Looking for desktop support position
Industry Information Technology and Services
Experience
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

Becky Hsu Becky Hsu Greater Minneapolis-St. Paul Area Details
Becky Hsu's Ameriprise Financial Services, Inc. Experience August 2009 - December 2011
Job Global Management Consultant | Proven leader in managing people, transitions, expansions and change
Industry Management Consulting
Experience
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

Howard A. Huckins, CFP®, ChFC®, CLU® Howard A. Huckins, CFP®, ChFC®, CLU® Arcadia, California Details
Howard A. Huckins, CFP®, ChFC®, CLU®'s Ameriprise Financial Services, Inc. Experience August 1996 - Present
Job Financial Advisor of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1996 - Present

Education
University of Southern California   1986 — 1990
Bachelor of Science, Business

Jennifer Ryder, CFP® Jennifer Ryder, CFP® Mobile, Alabama Area Details
Jennifer Ryder, CFP®'s Ameriprise Financial Services, Inc. Experience July 2010 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Alan Lennick CFP, CRPC Alan Lennick CFP, CRPC Greater Los Angeles Area Details
Alan Lennick CFP, CRPC's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Complex Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jon McAleney Jon McAleney Bedminster, New Jersey Details
Jon McAleney's Ameriprise Financial Services, Inc. Experience November 2008 - September 2010
Job President at McAleney Wealth Management LLC
Industry Financial Services
Experience
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

Samantha C Adams Samantha C Adams Baltimore, Maryland Area Details
Samantha C Adams's Ameriprise Financial Services, Inc. Experience February 2010 - August 2010
Job AssistantFamily Office Services at Arthur Bell CPAs
Industry Financial Services
Experience
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

Shannin Seeholzer Shannin Seeholzer Greater Minneapolis-St. Paul Area Details
Shannin Seeholzer's Ameriprise Financial Services, Inc. Experience 2009 - October 2012
Job Supervisor at UnitedHealth Group
Industry Hospital & Health Care
Experience
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

James Morcerf CFP, CLU, ChFC James Morcerf CFP, CLU, ChFC Greater New York City Area Details
James Morcerf CFP, CLU, ChFC's Ameriprise Financial Services, Inc. Experience August 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Tibor Dani, Jr., CFP® Tibor Dani, Jr., CFP® Greater New York City Area Details
Tibor Dani, Jr., CFP®'s Ameriprise Financial Services, Inc. Experience 2003 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
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

Anthony Rizzuto Anthony Rizzuto Greater New York City Area Details
Anthony Rizzuto's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Financial Advisor, President & COO | Pell Wealth Partners
Industry Financial Services
Experience
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

Scott Roslonowski Scott Roslonowski Satellite Beach, Florida Details
Scott Roslonowski's Ameriprise Financial Services, Inc. Experience March 2008 - Present
Job Financial Advisor, Associate Vice President, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Edward Stockton Edward Stockton New Port Richey, Florida Details
Edward Stockton's Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. Ochal & Stockton Team
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2008 - Present

Education
University of South Florida
Bachelor of Arts in Business, Finance Major

Edward Winokur Edward Winokur Tampa/St. Petersburg, Florida Area Details
Edward Winokur's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Polly Danyla Polly Danyla Providence, Rhode Island Area Details
Polly Danyla's Ameriprise Financial Services, Inc. Experience May 2008 - March 2009
Job Owner at Mother's Morning Out Nursery School
Industry Financial Services
Experience
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

Joseph Sciacca, CFP®, AAMS® Joseph Sciacca, CFP®, AAMS® Greater Boston Area Details
Joseph Sciacca, CFP®, AAMS®'s Ameriprise Financial Services, Inc. Experience April 2010 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

David Babler David Babler Overland Park, Kansas Details
David Babler's Ameriprise Financial Services, Inc. Experience September 1994 - Present
Job Private Wealth Advisor, Babler & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc.  September 1994 - Present

Education
Iowa State University   1972 — 1976
Bachelor of Science (BS), Agricultural Mechanization

Devin Hilton Devin Hilton Denver, Colorado Details
Devin Hilton's Ameriprise Financial Services, Inc. Experience May 2008 - May 2009
Job Account Manager at Cobecon
Industry Insurance
Experience
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

Jason Schmid 1 Jason Schmid 1 Tampa/St. Petersburg, Florida Area Details
Jason Schmid 1's Ameriprise Financial Services, Inc. Experience 2007 - 2010
Job National Recruitment Manager at TravelMax
Industry Staffing and Recruiting
Experience
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

William Krysher William Krysher Tampa/St. Petersburg, Florida Area Details
William Krysher's Ameriprise Financial Services, Inc. Experience January 2011 - May 2011
Job Derivatives Trader
Industry Investment Management
Experience
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

George Forbis George Forbis Brentwood, Tennessee Details
George Forbis's Ameriprise Financial Services, Inc. Experience April 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2000 - Present

Education
University of South Alabama

Kathryn Kerwin-Ryberg Kathryn Kerwin-Ryberg Greater Minneapolis-St. Paul Area Details
Kathryn Kerwin-Ryberg's Ameriprise Financial Services, Inc. Experience 2008 - 2010
Job Customer Experience Program Manager, Assistant Vice President, at US Bank
Industry Financial Services
Experience
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

Jason Plank, CFP®, CRPC®, AAMS® Jason Plank, CFP®, CRPC®, AAMS® Greater Minneapolis-St. Paul Area Details
Jason Plank, CFP®, CRPC®, AAMS®'s Ameriprise Financial Services, Inc. Experience 2002 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
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

Elizabeth Hansen Elizabeth Hansen Greater Minneapolis-St. Paul Area Details
Elizabeth Hansen's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job Chief Compliance Officer Clearing; Vice President Field Compliance Oversight at Ameriprise Financial Services Inc
Industry Financial Services
Experience
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

BRUCE BOEHMCKE BRUCE BOEHMCKE Greater New York City Area Details
BRUCE BOEHMCKE's Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
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

Joseph Knarr CFP® Joseph Knarr CFP® Greater St. Louis Area Details
Joseph Knarr CFP®'s Ameriprise Financial Services, Inc. Experience November 2000 - Present
Job Certified Financial Planner, Ameriprise Financial Services, Inc
Industry Financial Services
Experience
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

Hilary Wilkins Hilary Wilkins Mansfield, Ohio Area Details
Hilary Wilkins's Ameriprise Financial Services, Inc. Experience November 2005 - September 2010
Job Membership Manager at Sam's Club
Industry Retail
Experience
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

Eeden Lee Eeden Lee Sacramento, California Area Details
Eeden Lee's Ameriprise Financial Services, Inc. Experience May 2005 - April 2006
Job SUPPLIER DEVELOPMENT SPECIALIST at United Natural Foods
Industry Financial Services
Experience
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

Josie Edmonds Josie Edmonds Miami/Fort Lauderdale Area Details
Josie Edmonds's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Registered Support Assistant at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
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

Joyce Hoban Joyce Hoban Scranton, Pennsylvania Area Details
Joyce Hoban's Ameriprise Financial Services, Inc. Experience 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
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

Jaclyn Heath Jaclyn Heath San Diego, California Details
Jaclyn Heath's Ameriprise Financial Services, Inc. Experience July 2013 - March 2014
Job Lambesis Agency
Industry Marketing and Advertising
Experience
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

Ryan Westmoreland, CRPC, AAMS Ryan Westmoreland, CRPC, AAMS Columbia, South Carolina Area Details
Ryan Westmoreland, CRPC, AAMS's Ameriprise Financial Services, Inc. Experience June 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1994 - Present

Education
University of South Carolina - Darla Moore School of Business   1990 — 1994
BS, Marketing / Management

Ryan T. Albrecht, CFP®, AAMS®, CRPC® Ryan T. Albrecht, CFP®, AAMS®, CRPC® Reston, Virginia Details
Ryan T. Albrecht, CFP®, AAMS®, CRPC®'s Ameriprise Financial Services, Inc. Experience March 1999 - Present
Job Financial Advisor | Managing Partner, Momentum Financial Team An Ameriprise Platinum Financial Services Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  March 1999 - Present

Education
George Mason University

Elliott Ozer Elliott Ozer San Diego, California Details
Elliott Ozer's Ameriprise Financial Services, Inc. Experience May 2013 - September 2013
Job Proposal Analyst at Northrop Grumman
Industry Logistics and Supply Chain
Experience
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

Richard Alley, CFA Richard Alley, CFA Tampa/St. Petersburg, Florida Area Details
Richard Alley, CFA's Ameriprise Financial Services, Inc. Experience September 1996 - Present
Job Ameriprise Financial Services, Inc Financial Advisor
Industry Financial Services
Experience
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

Joseph De Falco Joseph De Falco Greater San Diego Area Details
Joseph De Falco's Ameriprise Financial Services, Inc. Experience September 2001 - Present
Job Associate Vice President & Branch Manager at Ameriprise Financial Services, Inc.CA Ins#OE31540
Industry Financial Services
Experience
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

Karen Zicht, CRPC® Karen Zicht, CRPC® Tampa/St. Petersburg, Florida Area Details
Karen Zicht, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2009 - January 2011
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
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

Eugene Spencer Eugene Spencer Columbia, South Carolina Area Details
Eugene Spencer's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Amber Griffis CFP® CRPC® Amber Griffis CFP® CRPC® Kansas City, Missouri Area Details
Amber Griffis CFP® CRPC®'s Ameriprise Financial Services, Inc. Experience October 2002 - February 2011
Job Analyst Relationship Management with Verhaeghe, Gudenkauf & Associates at Merrill Lynch
Industry Financial Services
Experience
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

Gail Machado Gail Machado Greater New York City Area Details
Gail Machado's Ameriprise Financial Services, Inc. Experience December 2007 - August 2009
Job Insurance Investigator Terrier Claims Services, Inc.
Industry Insurance
Experience
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

Matthew T. Perry, CFP, APMA Matthew T. Perry, CFP, APMA Columbia, South Carolina Area Details
Matthew T. Perry, CFP, APMA's Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Financial Advisor, Langdon and Perry, a financial advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1998 - Present

Education
University of South Carolina - Darla Moore School of Business   1993 — 1998
Bachelor's, Management and Marketing

James Murphy, CFP James Murphy, CFP West Palm Beach, Florida Area Details
James Murphy, CFP's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
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

Joe Forlenza Joe Forlenza Greater San Diego Area Details
Joe Forlenza's Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job CFP Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Barry Whitt Barry Whitt Cincinnati Area Details
Barry Whitt's Ameriprise Financial Services, Inc. Experience January 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1994 - Present
Ameriprise Financial  1994 - Present
Mercantile Stores Company, Inc.   1975 - 1993

Education
University of South Alabama   1974 — 1979

John C Maiers, ChFC, CRPC John C Maiers, ChFC, CRPC Greater Minneapolis-St. Paul Area Details
John C Maiers, ChFC, CRPC's Ameriprise Financial Services, Inc. Experience 1996 - Present
Job An Ameriprise Platinum Financial Services Practice
Industry Financial Services
Experience
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

John Wei John Wei San Francisco Bay Area Details
John Wei's Ameriprise Financial Services, Inc. Experience August 2004 - January 2009
Job John T. Wei, CFP®
Industry Financial Services
Experience
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

Justin Hawksley, MBA Justin Hawksley, MBA Greater Denver Area Details
Justin Hawksley, MBA's Ameriprise Financial Services, Inc. Experience June 2012 - July 2014
Job Financial Advisor at Ethos Financial Partners a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Austin Boyle Austin Boyle Tampa, Florida Details
Austin Boyle's Ameriprise Financial Services, Inc. Experience 2015 - Present
Job Finance student
Industry Financial Services
Experience
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

Scott D. Linington, WMS, CFP® Scott D. Linington, WMS, CFP® Tampa/St. Petersburg, Florida Area Details
Scott D. Linington, WMS, CFP®'s Ameriprise Financial Services, Inc. Experience October 2005 - March 2008
Job Financial Advisor
Industry Financial Services
Experience
Raymond James  April 2008 - Present
Ameriprise Financial Services, Inc.   October 2005 - March 2008

Education
University of South Florida
Bachelor's Degree, Finance & Accounting

Justin N Stoll Justin N Stoll Boston, Massachusetts Details
Justin N Stoll's Ameriprise Financial Services, Inc. Experience May 2008 - August 2008
Job Client Service Manager Brokerage Services Divison at Arthur J. Gallagher & Co.
Industry Insurance
Experience
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

Jason J. Ayala Jason J. Ayala Phoenix, Arizona Area Details
Jason J. Ayala's Ameriprise Financial Services, Inc. Experience March 2000 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  March 2000 - Present

Education
Arizona State University   1995 — 1999

Nathan Baller Nathan Baller Littleton, Colorado Details
Nathan Baller's Ameriprise Financial Services, Inc. Experience May 2007 - May 2008
Job Digital Marketing
Industry Marketing and Advertising
Experience
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

Joseph St. Thomas, CFP® Joseph St. Thomas, CFP® Greater Minneapolis-St. Paul Area Details
Joseph St. Thomas, CFP®'s Ameriprise Financial Services, Inc. Experience July 2007 - Present
Job JAROS & ASSOCIATES A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Zack Seaverns Zack Seaverns Atlanta, Georgia Details
Zack Seaverns's Ameriprise Financial Services, Inc. Experience April 2012 - May 2015
Job Business Analyst at Deloitte Consulting
Industry Management Consulting
Experience
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

Dale D. Parsan Dale D. Parsan Washington D.C. Metro Area Details
Dale D. Parsan's Ameriprise Financial Services, Inc. Experience January 2012 - May 2012
Job Purchasing and Supply Management Specialist for the United States Postal Service.
Industry Logistics and Supply Chain
Experience
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

Jarratt Carson Jarratt Carson Greater Los Angeles Area Details
Jarratt Carson's Ameriprise Financial Services, Inc. Experience 2011 - 2013
Job CoExecutive Producer at Travel Channel
Industry Entertainment
Experience
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

Daniel Trnka Daniel Trnka Tampa/St. Petersburg, Florida Area Details
Daniel Trnka's Ameriprise Financial Services, Inc. Experience
Job Executive Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Dave Eliopulos, ARPC Dave Eliopulos, ARPC Bend, Oregon Details
Dave Eliopulos, ARPC's Ameriprise Financial Services, Inc. Experience December 2005 - March 2007
Job Managing Director, Emerging Markets at MassMutual Financial Group
Industry Financial Services
Experience
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

Brian Bickett, CRPC® Brian Bickett, CRPC® Rapid City, South Dakota Details
Brian Bickett, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
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

Brent Katterheinrich Brent Katterheinrich Madison, Wisconsin Details
Brent Katterheinrich's Ameriprise Financial Services, Inc. Experience September 2004 - December 2012
Job Client Support Coordinator at Bronfman E.L. Rothschild
Industry Financial Services
Experience
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

Holly Paul Holly Paul San Francisco Bay Area Details
Holly Paul's Ameriprise Financial Services, Inc. Experience June 2014 - December 2014
Job Undergraduate Student at University of Southern California
Industry Financial Services
Experience
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

Megan Thompson Megan Thompson San Diego, California Details
Megan Thompson's Ameriprise Financial Services, Inc. Experience June 2013 - August 2013
Job Student at University of Southern California
Industry
Experience
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

Neil Arora Neil Arora San Francisco Bay Area Details
Neil Arora's Ameriprise Financial Services, Inc. Experience December 2008 - August 2009
Job Accelerating eCommerce Through LearningBased Technology
Industry Information Technology and Services
Experience
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

Holly Nye, CFP®, CRPC® Holly Nye, CFP®, CRPC® Greater Salt Lake City Area Details
Holly Nye, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2005 - October 2009
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
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

Sue Cheung, CFP®, CTFA, MBA, CRPC®, AAMS Sue Cheung, CFP®, CTFA, MBA, CRPC®, AAMS San Francisco, California Details
Sue Cheung, CFP®, CTFA, MBA, CRPC®, AAMS's Ameriprise Financial Services, Inc. Experience November 2004 - July 2008
Job VP, Financial Consultant at Charles Schwab
Industry Financial Services
Experience
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

Francis Mahoney Francis Mahoney Minneapolis, Minnesota Details
Francis Mahoney's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Customer Service Professional at Ameriprise Financial Services, Inc.
Industry Entertainment
Experience
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

Catherine Katt Catherine Katt Minneapolis, Minnesota Details
Catherine Katt's Ameriprise Financial Services, Inc. Experience January 1999 - January 2009
Job Reserve Teacher in the Minneapolis Public Schools
Industry Civic & Social Organization
Experience
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

Ernie Kastner Ernie Kastner Greenville, South Carolina Area Details
Ernie Kastner's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Operations Director for Ameriprise Financial Inc.
Industry Financial Services
Experience
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

Joe Galloway, CFP® Joe Galloway, CFP® Dallas/Fort Worth Area Details
Joe Galloway, CFP®'s Ameriprise Financial Services, Inc. Experience March 2003 - Present
Job Financial Advisor, Associate Vice President with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2003 - Present

Education
University of South Florida   1988 — 1992
Bachelor of Science, Finance

Kane Brolin Kane Brolin Mishawaka, Indiana Details
Kane Brolin's Ameriprise Financial Services, Inc. Experience April 2000 - October 2014
Job Financial Advisor at Brolin Wealth Management
Industry Financial Services
Experience
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

Audrey Quaye Audrey Quaye Greater Seattle Area Details
Audrey Quaye's Ameriprise Financial Services, Inc. Experience December 2003 - August 2006
Job Independent Associate at LGN International
Industry Telecommunications
Experience
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

Casey Gagan Casey Gagan Greater Los Angeles Area Details
Casey Gagan's Ameriprise Financial Services, Inc. Experience January 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1994 - Present
US Navy  June 1979 - December 1992

Education
University of Southern California   1975 — 1979
BS, Engineering

Thomas Bucholtz Thomas Bucholtz Dallas/Fort Worth Area Details
Thomas Bucholtz's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Practice Coordinator at Ameriprise Financial
Industry Financial Services
Experience
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

Jamie Emerson-Heery, CPA Jamie Emerson-Heery, CPA San Francisco Bay Area Details
Jamie Emerson-Heery, CPA's Ameriprise Financial Services, Inc. Experience May 2007 - August 2007
Job Manager | Assurance | Wine Industry, Financial Services | Burr Pilger Mayer (BPM) – Accountants & Consultants
Industry Accounting
Experience
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

Geno Gates, AAMS, AWMA, CRPC, CLTC Geno Gates, AAMS, AWMA, CRPC, CLTC Chagrin Falls, Ohio Details
Geno Gates, AAMS, AWMA, CRPC, CLTC's Ameriprise Financial Services, Inc. Experience May 2004 - November 2011
Job President | Private Wealth Manager at Onyx Wealth Management LLC
Industry Financial Services
Experience
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

Benjamin Hoffman, CFP® Benjamin Hoffman, CFP® Baltimore, Maryland Area Details
Benjamin Hoffman, CFP®'s Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Private Wealth Advisor, Managing Director, CERTIFIED FINANCIAL PLANNER (TM) practitioner Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services Inc.  January 2014 - Present
Ameriprise Financial Services Inc.  September 2001 - Present

Education
Elon University   1996 — 2001
B.A., Philosophy/Psychology

Kenneth Krantz, CFP® Kenneth Krantz, CFP® Greater Chicago Area Details
Kenneth Krantz, CFP®'s Ameriprise Financial Services, Inc. Experience June 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  June 2004 - Present
Ameriprise Financial Advisors  2004 - Present

Education
Indiana State University   1989 — 1993

Loren Kollmar Loren Kollmar Minneapolis, Minnesota Details
Loren Kollmar's Ameriprise Financial Services, Inc. Experience 2006 - Present
Job Senior Business Systems Analyst
Industry Financial Services
Experience
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

Rob Martino Rob Martino Greater New York City Area Details
Rob Martino's Ameriprise Financial Services, Inc. Experience January 2003 - Present
Job Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Eric J. Schneider Eric J. Schneider Atlanta, Georgia Details
Eric J. Schneider's Ameriprise Financial Services, Inc. Experience December 2001 - May 2005
Job Dreamer
Industry Recreational Facilities and Services
Experience
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

Alan H Crosman Alan H Crosman Greater Philadelphia Area Details
Alan H Crosman's Ameriprise Financial Services, Inc. Experience September 2006 - January 2009
Job Chief Financial Officer at Mercer Street Friends
Industry Education Management
Experience
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

Robert Coloret Robert Coloret Tampa/St. Petersburg, Florida Area Details
Robert Coloret's Ameriprise Financial Services, Inc. Experience January 1997 - May 2011
Job Morgan Stanley
Industry Financial Services
Experience
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

Ted Trafton, CFP®, CRPC® Ted Trafton, CFP®, CRPC® Providence, Rhode Island Area Details
Ted Trafton, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2009 - Present
Job Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  February 2009 - Present
Merrill Lynch  December 2006 - December 2008

Education
Bates College   1998 — 2002
Bachelor of Arts, Philosophy

Dan Grassman Dan Grassman Greater Minneapolis-St. Paul Area Details
Dan Grassman's Ameriprise Financial Services, Inc. Experience 2005 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2005 - Present
TPC Twin Cities  2000 - 2003

Education
University of South Florida   2001 — 2005
BS, Finance

Ken (Kei) Nishikawa Ken (Kei) Nishikawa Greater Denver Area Details
Ken (Kei) Nishikawa's Ameriprise Financial Services, Inc. Experience October 2005 - February 2008
Job Supervisor / Resource Center at Cetera Advisors LLC
Industry Financial Services
Experience
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

Kay Ross Kay Ross Greater Minneapolis-St. Paul Area Details
Kay Ross's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Registered Support Assistant
Industry Financial Services
Experience
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

Gregg Newman Gregg Newman Columbia, South Carolina Area Details
Gregg Newman's Ameriprise Financial Services, Inc. Experience December 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1995 - Present
American Express  December 1991 - December 1995

Education
University of South Carolina - The Moore School of Business
Business

Sharon Newsome Sharon Newsome Washington D.C. Metro Area Details
Sharon Newsome's Ameriprise Financial Services, Inc. Experience September 2001 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
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

Rigoberto Cabezas Rigoberto Cabezas Fremont, California Details
Rigoberto Cabezas's Ameriprise Financial Services, Inc. Experience April 2008 - October 2008
Job Director of Faith Formation at Holy Spirit Catholic Church
Industry Religious Institutions
Experience
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

Jacob Shen Jacob Shen Orange County, California Area Details
Jacob Shen's Ameriprise Financial Services, Inc. Experience July 1996 - February 2014
Job Financial Planner
Industry Financial Services
Experience
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

R. Scott Davidson R. Scott Davidson Miami, Florida Details
R. Scott Davidson's Ameriprise Financial Services, Inc. Experience August 1990 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  August 1990 - Present

Education
Centenary College of Louisiana   1981 — 1985
Bachelor's degree, Business

Louise Porto Louise Porto Greater Chicago Area Details
Louise Porto's Ameriprise Financial Services, Inc. Experience 1996 - 1999
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

john narvid john narvid Wichita, Kansas Area Details
john narvid's Ameriprise Financial Services, Inc. Experience April 1995 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
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

Eric Evan McLendon, CFP, ChFC, CLU, APMA, MSFS Eric Evan McLendon, CFP, ChFC, CLU, APMA, MSFS Tampa/St. Petersburg, Florida Area Details
Eric Evan McLendon, CFP, ChFC, CLU, APMA, MSFS's Ameriprise Financial Services, Inc. Experience 1995 - Present
Job Private Wealth Advisor with McLendon & Associates, a private wealth advisory practice of Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1995 - Present

Education
University of South Florida

Lisa Mudgett Lisa Mudgett Columbus, Ohio Area Details
Lisa Mudgett's Ameriprise Financial Services, Inc. Experience March 1998 - Present
Job Paraplanner/Office Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  March 1998 - Present

Education
Bowling Green State University
Bachelors, Human Resources Management

Cathy Kantor Cathy Kantor Boca Raton, Florida Details
Cathy Kantor's Ameriprise Financial Services, Inc. Experience 2012 - Present
Job Client Service Coordinator at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2012 - Present

Education
University of South Florida   1987 — 1991
Bachelor of Science (BS), Marketing

Saint Andrews   1985 — 1987

Alan R. Simmons, JD Alan R. Simmons, JD Huntington, West Virginia Area Details
Alan R. Simmons, JD's Ameriprise Financial Services, Inc. Experience September 1997 - Present
Job Financial Advisor, Ameriprise Financial Services Inc.
Industry Financial Services
Experience
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

Terrence Daniels, RICP, CRPC, CRPS, AAMS, AWMA Terrence Daniels, RICP, CRPC, CRPS, AAMS, AWMA Greater New York City Area Details
Terrence Daniels, RICP, CRPC, CRPS, AAMS, AWMA's Ameriprise Financial Services, Inc. Experience January 2010 - August 2013
Job Financial Services Representative at MetLife Premier Client Group of New York
Industry Financial Services
Experience
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

Steve Crossetti Steve Crossetti Portland, Maine Area Details
Steve Crossetti's Ameriprise Financial Services, Inc. Experience June 2009 - September 2010
Job Finance Professional
Industry Accounting
Experience
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

Melissa Davis Simmons CPA, CFP Melissa Davis Simmons CPA, CFP Columbia, South Carolina Details
Melissa Davis Simmons CPA, CFP's Ameriprise Financial Services, Inc. Experience July 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

James Weinrich James Weinrich Brighton, Michigan Details
James Weinrich's Ameriprise Financial Services, Inc. Experience March 1991 - Present
Job Registered Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1991 - Present

Education
University of Southern California
BS, Mechanical Engineering

Peter Luu Peter Luu San Francisco, California Details
Peter Luu's Ameriprise Financial Services, Inc. Experience May 2010 - August 2010
Job Student at University of San Francisco
Industry
Experience
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

Gregg Newman Gregg Newman Columbia, South Carolina Details
Gregg Newman's Ameriprise Financial Services, Inc. Experience CFPELM2009 - 2012
Job Certified Financial Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Janet Ashurst Janet Ashurst Geneva, Illinois Details
Janet Ashurst's Ameriprise Financial Services, Inc. Experience May 2008 - July 2012
Job Financial Services Professional
Industry Financial Services
Experience
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

Albert Franzone Albert Franzone Portland, Oregon Area Details
Albert Franzone's Ameriprise Financial Services, Inc. Experience July 2005 - May 2006
Job Financial Services Professional
Industry Financial Services
Experience
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

Eva. P. Burnett Eva. P. Burnett United States Details
Eva. P. Burnett's Ameriprise Financial Services, Inc. Experience 1996 - Present
Job
Industry
Experience
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

Similar Companies