Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

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

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

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

Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
JT Wiederholt, CFP JT Wiederholt, CFP Houston, Texas Area Details
JT Wiederholt, CFP's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job President at Wealth Design Group, LLC
Industry Financial Services
Experience
Wealth Design Group, LLC   July 2015 - Present
Ameriprise Financial Services, Inc.   March 2013 - Present
Ameriprise Financial Services, Inc.   May 2009 - March 2013
Ameriprise Financial  2002 - May 2009
Apex Training & Development   1999 - 2001

Education
Brigham Young University   1998 — 2000
BS

Brigham Young University - Idaho   1996 — 1998
Associates

Erik Feinberg Erik Feinberg Miami/Fort Lauderdale Area Details
Erik Feinberg's Ameriprise Financial Services, Inc. Experience February 2005 - February 2008
Job Limited Partner/ Investor at S & J Family Limited Partnership
Industry Commercial Real Estate
Experience
S & J Family Limited Partnership   August 2012 - 2014
Wells Fargo Private Bank  July 2009 - August 2012
Ameriprise Financial Services, Inc.   February 2005 - February 2008
American Express Financial Advisors  January 2003 - December 2003
Lurie Besikof Lapidus & Company, LLP   January 2000 - January 2002
American Express Financial Advisors  August 1999 - January 2000

Skills
Six Sigma, Investments, Financial Modeling, Accounting, Forecasting, Estate Planning, Project Management, Contract Negotiation, Marketing, New Business Development, Financial Advisory, Tax, Project Planning, Financial Analysis, Asset Management, Financial Services

Education
University of Minnesota - Carlson School of Management   2001 — 2005
MBA, Marketing, Finance

Chicago-Kent College of Law, Illinois Institute of Technology   1996 — 1999
JD, Law

Boston University   1991 — 1996
BA, Political Science, Economics

The Blake School   1979 — 1991

Sean P. Flannery Sean P. Flannery Charlestown, Massachusetts Details
Sean P. Flannery's Ameriprise Financial Services, Inc. Experience February 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2004 - Present

Education
Bridgewater State College   1997 — 2002
BA, Communications, Computer Science

Susan Schwarm, CFP, MBA, CRPC Susan Schwarm, CFP, MBA, CRPC Libertyville, Illinois Details
Susan Schwarm, CFP, MBA, CRPC's Ameriprise Financial Services, Inc. Experience January 1992 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1992 - Present

Education
College for Financial Planning   1992 — 1994
CFP, Certified Financial Planner

DePaul University   1986 — 1989
MBA, Masters of Business Administration

Boston University   1983 — 1985
BS, Business Administration and Finance

Justin Samuel Duncombe Justin Samuel Duncombe Greater Los Angeles Area Details
Justin Samuel Duncombe's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
Thrivent Financial for Lutherans  September 2012 - March 2014
College Bound Strategies   June 2011 - September 2012

Education
Brandeis University   2007 — 2011
B.A, Business & Economics

Brandeis University   2007 — 2011
Bachelor's degree, Business & Economics

Micah C. Benway, CFP, CRPC, MBA Micah C. Benway, CFP, CRPC, MBA Greater Minneapolis-St. Paul Area Details
Micah C. Benway, CFP, CRPC, MBA's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
Long Lake Area Chamber of Commerce   2013 - Present
Target  2010 - October 2011
Target  2004 - 2010
Target  2003 - 2003

Education
Boston University Questrom School of Business   2007 — 2010
MBA, Strategy, Entreprenuership

University of Minnesota-Twin Cities   2000 — 2004
BSBS, Marketing, Spanish

Orono High School   1996 — 2000
High School Diploma

Robert Tafuri Robert Tafuri Greater Boston Area Details
Robert Tafuri's Ameriprise Financial Services, Inc. Experience September 2003 - June 2011
Job Wealth Manager, Principal at Boston Standard Wealth Management, CFP
Industry Investment Management
Experience
Boston Standard Wealth Management, LLC   July 2011 - Present
Ameriprise Financial Services, Inc.   September 2003 - June 2011

Skills
Finance, Investment Management, Strategic Financial..., Investment Strategies, Retirement, Asset Management, Wealth Management, Investment Advisory, Retirement Planning

Education
Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2003
Bachelor of Science, Finance

Paul Gillan Paul Gillan Los Angeles, California Details
Paul Gillan's Ameriprise Financial Services, Inc. Experience September 2005 - April 2008
Job Legal and Business Affairs at A&E Television
Industry Legal Services
Experience
A&E Television  April 2014 - Present
NBCUniversal, Inc.   January 2013 - May 2013
Abrams Garfinkel Margolis Bergson, LLP  May 2012 - November 2012
Cedars-Sinai Medical Center  April 2010 - August 2010
Homrich Berg  April 2008 - November 2008
Ameriprise Financial Services, Inc.   September 2005 - April 2008
Hawkins Parnell Thackston & Young LLP  May 2005 - September 2005

Skills
Litigation, Westlaw, Legal Writing, Corporate Law, Licensing, Intellectual Property, Copyright Law, Courts, Civil Litigation, Mediation, Trademarks, Trials

Education
Whittier Law School   2010 — 2013
Doctor of Law (J.D.) Cum Laude

Boston University   2000 — 2005
BA, Economics

Yihao Shen Yihao Shen Minneapolis, Minnesota Details
Yihao Shen's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Financial Analyst(FLDP)
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
Boston University  June 2012 - May 2014
Clinton Health Access Initiative  October 2012 - December 2012
Louisiana State University  June 2010 - August 2010

Skills
Economics, Microsoft Excel, Microsoft Word, PowerPoint, People Skills, Teamwork, Leadership

Education
Boston University   2010 — 2014
Bachelor of Science in Business Administration, Finance

Boston University   2010 — 2014
Bachelor of Arts (B.A.), Economics

Larry Mengerink, AIF Larry Mengerink, AIF Lansing, Michigan Area Details
Larry Mengerink, AIF's Ameriprise Financial Services, Inc. Experience January 2000 - December 2000
Job Financial Planner | Investment Executive
Industry Financial Services
Experience
Park Lake Advisors   January 2015 - Present
MetLife Premier Client Group of Michigan   January 2008 - January 2015
The Allied Services Group   January 2005 - January 2008
American Fidelity  January 2001 - July 2004
Ameriprise Financial Services, Inc.   January 2000 - December 2000
Sands Brother's  1999 - 2000

Education
Bowling Green State University   1994 — 1998
BSBA, Majors: Finance and International Business; Minor: Asian Studies

Peter S. Velardi, CFP® Peter S. Velardi, CFP® Greater Atlanta Area Details
Peter S. Velardi, CFP®'s Ameriprise Financial Services, Inc. Experience August 1984 - March 2009
Job Chief Executive Officer at FiPath4Advisors, LLC
Industry Financial Services
Experience
FiPath4Advisors, LLC   December 2012 - Present
FiPath, Inc. (formerly eRollover, Inc.)   April 2010 - November 2012
The Velardi Group, LLC   March 2008 - April 2010
Ameriprise Financial Services, Inc.   August 1984 - March 2009

Skills
Business Development, Financial Advisory, Retirement Planning, Start-ups, Financial Services, Wealth Management, Investment Advisory, Strategic Financial..., Recruiting, Investments, Leadership, Management Consulting, Strategic Planning, Entrepreneurship, Leadership Development, Lead Generation, Online Marketing, Strategy, Sales Management, Marketing, Sales, Mergers & Acquisitions, Consulting, Small Business, Training, Retirement, Series 7, Finance, Mutual Funds, Securities, Portfolio Management, Financial Planning

Education
College of Financial Planning   1985 — 1987
Certified Financial Planner, Financial Planning

Boston University Questrom School of Business   1979 — 1982
BSBA, Marketing

Stephen Daley, CRPC® Stephen Daley, CRPC® Columbus, Ohio Area Details
Stephen Daley, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Financial Advisor, Associate Vice President with Ameriprise Financial Services, Inc. in Dublin
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2009 - Present
Morgan Stanley Wealth Management  October 2004 - March 2009
Edward Jones  June 1995 - October 2004
Huntington National Bank  1993 - 1995

Skills
Employee Benefits, Business Planning, Leadership, Protection Planning, Marketing, Client Relationships

Education
Bowling Green State University   1984 — 1988
B.S. in Education, Business Education, Marketing

Stephen Raglow-DeFranco Stephen Raglow-DeFranco Niagara Falls, New York Details
Stephen Raglow-DeFranco's Ameriprise Financial Services, Inc. Experience November 1998 - Present
Job ChFC® Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1998 - Present
Ohio Dominican University  September 1991 - May 1997
Cardinal Stritch High School  September 1987 - June 1989

Education
Bowling Green State University   1989 — 1991
Master of Arts, English Language and Literature, General

John Carroll University   1982 — 1987
Bachelor of Arts (B.A.), English Language and Literature, General

Lisa Qi Lisa Qi Greater New York City Area Details
Lisa Qi's Ameriprise Financial Services, Inc. Experience May 2009 - August 2009
Job Analyst at Goldman Sachs Asset Management (GSAM)
Industry Banking
Experience
Goldman Sachs  July 2014 - Present
Goldman Sachs  July 2011 - July 2014
Brandeis University  September 2010 - May 2011
The Rose Art Museum of Brandeis University   July 2009 - May 2011
Brandeis University  September 2010 - December 2010
Goldman Sachs  June 2010 - August 2010
Brandeis University  March 2009 - May 2010
Ameriprise Financial Services, Inc.   May 2009 - August 2009
Brandeis University  June 2009 - June 2009

Skills
Financial Modeling, Fixed Income

Education
Brandeis University   2007 — 2011
Bachelor of Arts Cum Laude, Double Major in Economics and Business, Minor in International and Global Studies

Matheus De Campos Matheus De Campos Provo, Utah Details
Matheus De Campos's Ameriprise Financial Services, Inc. Experience September 2014 - April 2015
Job Head of Business Development | Brazil Area Qualtrics
Industry Information Technology and Services
Experience
Qualtrics  May 2015 - Present
Ameriprise Financial Services, Inc.   September 2014 - April 2015
FamilySearch  March 2014 - March 2015
Orlando Arnoud   February 2012 - December 2012
Monaco lawyers   January 2009 - December 2009
Campos Business Advisory   December 2007 - December 2008
SPcred   January 2003 - November 2007

Skills
New Business Development, Analysis, Management, Strategic Planning, Communication, Negotiation, Training, Problem Solving, Leadership, Customer Service, Entrepreneurship, Research, Finance, Financial Analysis, Team Management, Social Media, Learning Quickly, Logistics Management, Marketing Strategy, Microsoft Excel, Microsoft Word

Education
Brigham Young University
BS Finance

OpenDoor   2015 — 2015
Bank of America Merrill Lynch 2015

LDS Business College   2014 — 2015
Business Transfer, Business/Commerce, General, A

Lev Brickman Lev Brickman Greater New York City Area Details
Lev Brickman's Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Financial Advisor/Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2009 - Present
Smith Barney  2003 - 2009
Prudential Financial  1998 - 2003
Lev Brickman, Clinical Social Worker   1994 - 1998

Education
Boston University   1991 — 1993
Master of Social Work (M.S.W.)

Gordon College   1987 — 1991
Bachelor of Science (B.S.), Psychology

David Solway David Solway Toledo, Ohio Area Details
David Solway's Ameriprise Financial Services, Inc. Experience August 2004 - July 2006
Job Foam Materials Management Team Leader at Owens Corning
Industry Logistics and Supply Chain
Experience
Owens Corning  February 2015 - Present
Owens Corning  January 2013 - February 2015
Toledo Walleye / Kalamazoo K-Wings / Tulsa Oilers   August 2011 - December 2012
Green Bay Highway Products   April 2012 - October 2012
Mid Vallee Golf Course   April 2012 - September 2012
St. Norbert College Hockey School   July 2006 - July 2011
Ameriprise Financial Services, Inc.   August 2004 - July 2006

Skills
Customer Service, Microsoft Office, Time Management, Public Speaking, Leadership, Teamwork, Coaching, Team Building, Strategic Planning, Purchasing, Operations Management, Inventory Management, Supply Chain Management, SAP, Materials Management, Warehousing, Outlook, Kronos WFC, Minitab, CRM, Logistics, Supply Chain

Education
Bowling Green State University   2008 — 2011
Bachelors of Science in Business Adminstration, Supply Chain Management

Green Bay West High School   2001 — 2005
High School Diploma

Allen W Allen W Greater Boston Area Details
Allen W's Ameriprise Financial Services, Inc. Experience September 1998 - May 2004
Job Dispatcher at C&L Air Limo Inc.
Industry Transportation/Trucking/Railroad
Experience
C&L Air Limo Inc.   March 2007 - Present
Eckel, Morgan & O'Connor   May 2004 - March 2007
Ameriprise Financial Services, Inc.   September 1998 - May 2004

Skills
Customer Service, Communication, Administrative..., Program Management, Staff Supervision, Computer Hardware, Client Correspondence, Clinical Supervision, Document Review, Meeting Scheduling

Education
Boston University   1985 — 1987
Bachelor of Science (B.S.), Social Work

Gordon College   1982 — 1985
Bachelor of Science (BS), Social Work

Bridgette Glas Bridgette Glas Salt Lake City, Utah Details
Bridgette Glas's Ameriprise Financial Services, Inc. Experience May 2011 - August 2011
Job Credit Risk Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2015 - Present
Goldman Sachs  June 2012 - Present
Brigham Young University  August 2011 - May 2012
Ameriprise Financial Services, Inc.   May 2011 - August 2011

Skills
Financial Analysis, Economics, Bloomberg Terminal, Financial Modeling, Valuation, Bloomberg, Data Analysis, Investments, Legal Writing, Microsoft Excel, Corporate Finance, VBA, Due Diligence, Equity Research

Education
Brigham Young University   2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General

Steven Curtis, CFP® Steven Curtis, CFP® Orange County, California Area Details
Steven Curtis, CFP®'s Ameriprise Financial Services, Inc. Experience July 1992 - Present
Job Franchise Owner and Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1992 - Present

Education
Brigham Young University   1979 — 1983
Bachelor's degree

Aris Bidianos Aris Bidianos Greater New York City Area Details
Aris Bidianos's Ameriprise Financial Services, Inc. Experience June 2008 - January 2010
Job Senior Analyst at American Express, MBA Candidate
Industry Financial Services
Experience
American Express  April 2013 - Present
Reservoir Capital Group  August 2012 - April 2013
ConvergEx Group  February 2011 - July 2012
Citi  August 2010 - February 2011
Ameriprise Financial Services, Inc.   June 2008 - January 2010

Skills
Financial Modeling, Financial Analysis, Financial Reporting, Strategic Financial..., Investments, Valuation, Equities, Corporate Finance, Portfolio Management, Mutual Funds

Education
New York University - Leonard N. Stern School of Business   2015 — 2018
Master of Business Administration (MBA), Finance, General

Boston University Questrom School of Business   2004 — 2008
Bachelor of Science in Business Administration, Concentration in Finance

Amanda Balagur Amanda Balagur Greater Boston Area Details
Amanda Balagur's Ameriprise Financial Services, Inc. Experience January 2007 - February 2012
Job Marketing expertise that helps you keep the clients you have and get the clients you want
Industry Marketing and Advertising
Experience
Balagur Marketing   October 2014 - Present
Investors Capital  April 2013 - October 2014
Ameriprise Financial Services, Inc.   January 2007 - February 2012
KFAI  2007 - 2011

Skills
Marketing, Social Media Marketing, Marketing Strategy, Radio, Blogging, Interactive Marketing, Customer Acquisition, Editing, Corporate Communications, Project Management, Proofreading, Food Studies, Podcasting, Content Management, Copywriting

Education
Boston University   2013 — 2015
MLA, Gastronomy

University of Pennsylvania
BA, Communications, Theatre Arts

Patricia Ammann Patricia Ammann Greater New York City Area Details
Patricia Ammann's Ameriprise Financial Services, Inc. Experience May 2014 - February 2015
Job ADMINISTRATIVE ASSISTANT at Current Status
Industry Financial Services
Experience
Current Status   February 2015 - Present
Ameriprise Financial Services, Inc.   May 2014 - February 2015
TASC Technical Services   April 2013 - March 2014
Randstad Staffing  February 2013 - March 2013
Stafflogix  April 2012 - November 2012
Adecco Employment Service   November 2010 - May 2011
JPMorgan Chase  November 1987 - July 2010

Skills
Outlook, Microsoft Excel, Microsoft Office, Office Equipment, Prioritize Workload, Streamlining Work..., Tech Savy, Travel Arrangements, HRIS, Organization Skills, Ameriprise Compass, Accurate Data Entry, Ariba, PeopleSoft, Outstanding time..., Microsoft Lync, iBuy, Concur, Long-term Customer...

Education
Briarcliffe College
Associate's Degree, Business/Office Automation/Technology/Data Entry

Tom Love, CFP® Tom Love, CFP® Glen Allen, Virginia Details
Tom Love, CFP®'s Ameriprise Financial Services, Inc. Experience May 2007 - March 2010
Job Vice President, The Main Street Group, LPL Financial
Industry Financial Services
Experience
LPL Financial  March 2010 - Present
Ameriprise Financial Services, Inc.   May 2007 - March 2010

Skills
Strategic Financial..., Financial Advisory, Estate Planning, Alternative Investments, Variable Annuities, Securities, Portfolio Management, Retirement Planning, 401k Rollovers, Investments, Certified Financial..., Asset Managment, Disability Insurance, Life Insurance, Personal Tax Planning, College Education..., Stock Management

Education
Boston University
Certified Financial Planner, CFP®

Radford University - College of Business and Economics
Bachelor of Business Administration (B.B.A.), Finance, Economics

Tim Hammond, CFP® Tim Hammond, CFP® Scottsdale, Arizona Details
Tim Hammond, CFP®'s Ameriprise Financial Services, Inc. Experience August 2006 - July 2009
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA  September 2013 - Present
USAA  January 2010 - August 2013
Bankers Life and Casualty Company  August 2009 - January 2010
Ameriprise Financial Services, Inc.   August 2006 - July 2009
Colonial Life  March 2006 - August 2006
Vanguard  August 2004 - March 2005
Hertz  October 2001 - March 2004

Education
University of Phoenix - MBA   2010 — 2011

Kaplan University   2008 — 2009
Financial Planning Certificate

Brigham Young University   1994 — 2001
BA, College of Communications

Hillcrest High School   1991 — 1994

Frank Carollo Frank Carollo Boise, Idaho Area Details
Frank Carollo's Ameriprise Financial Services, Inc. Experience September 1993 - December 2011
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC  April 2015 - Present
Ameriprise Financial Services, Inc. - AGP Wealth Advisors   March 2015 - March 2015
Ameriprise Financial Services, Inc. - AGP Wealth Advisors   January 2012 - February 2015
Ameriprise Financial Services, Inc.   September 1993 - December 2011
Consolidated Financial Services, Inc.   October 1983 - August 1993

Education
Brigham Young University   1977 — 1980
BS, Finance

Ricks College   1973 — 1973

Matthew Tandy Matthew Tandy Riverside, California Details
Matthew Tandy's Ameriprise Financial Services, Inc. Experience October 2005 - January 2007
Job Chief Operating Officer at Formatic Property Management
Industry Real Estate
Experience
Formatic Property Management   April 2015 - Present
Northpoint Asset Management, Inc.   August 2013 - March 2015
Northpoint Asset Management   October 2011 - August 2013
Northpoint Asset Management   January 2010 - October 2011
Northpoint Asset Management   July 2009 - January 2010
Teleperformance, USA  August 2007 - July 2009
Ameriprise Financial Services, Inc.   October 2005 - January 2007

Skills
Vice Presidents, Business Strategy, Business Development, Marketing, New Business Development, Property Management, Rentals, Real Estate, Leadership, Management, Sales Management, Sales Presentations, Sales, Lean Management, Lean Startup, Lean Thinking, Financial Analysis, Strategic Financial..., Financial Advisory, Technical Support, Computer Hardware, Computer Repair, Creative Writing, Speech Writing, Technical Writing, Team Leadership, Cross-functional Team..., History, Biblical Hebrew, Research, Strategic Planning

Education
Brigham Young University   2007 — 2011
B.A., History, 3.7

David Clarke, CFP®, MBA David Clarke, CFP®, MBA Dubuque, Iowa Area Details
David Clarke, CFP®, MBA's Ameriprise Financial Services, Inc. Experience February 2008 - March 2015
Job Executive Pastor at Hope Church
Industry Nonprofit Organization Management
Experience
Hope Church  March 2015 - Present
Ameriprise Financial Services, Inc.   February 2008 - March 2015
Hope Church  April 2013 - January 2015
John Deere  February 2001 - January 2008
John Deere Werke Zweibruecken   October 1998 - January 2001

Skills
Management, Public Speaking, Leadership, Strategic Planning, Nonprofits, Investments, Team Building, Program Management, Continuous Improvement, Product Development

Education
University of Wisconsin-Madison   2001 — 2003
Executive MBA, Business

Bradley University   1988 — 1992
Bachelor of Science, Mechanical Engineering

Sophia Spencer Sophia Spencer Portland, Oregon Area Details
Sophia Spencer's Ameriprise Financial Services, Inc. Experience June 2011 - Present
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2011 - Present
CUNA Mutual Group  October 1998 - June 2011
Morgan Stanley  July 1997 - September 1998

Education
Boston University - School of Management   1994 — 1996
Master of Science, Management

Washington State University
Bachelor of Arts, Hotel and Restaurant Managment

James White, CFP®, MSFS James White, CFP®, MSFS Orange County, California Area Details
James White, CFP®, MSFS's Ameriprise Financial Services, Inc. Experience August 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2003 - Present

Education
Brigham Young University   2000 — 2003
BS, Business Management, emphasis in Financial Services

The American College   2006 — 2009
MSFS, Master of Science in Financial Services

Paul Di Palma Paul Di Palma Providence, Rhode Island Area Details
Paul Di Palma's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job MS, CFP®, CRPC®, ChFC®, CLU®, Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2009 - Present
Ameriprise Financial  July 1997 - November 2009
United States Marine Corps Reserve  October 1985 - November 2005

Education
College for Financial Planning   1999 — 2003
CFP Professional Education Program

Boston University   1992 — 1994
MS, Business Administration

Bryant University   1986 — 1990
BS, Business Administration - Marketing

Sheila B. Stehlin, CFP ® Sheila B. Stehlin, CFP ® Greater Boston Area Details
Sheila B. Stehlin, CFP ®'s Ameriprise Financial Services, Inc. Experience January 2006 - January 2015
Job Managing Partner, Port Wealth Management
Industry Financial Services
Experience
Port Wealth Management   January 2015 - Present
Ameriprise Financial Services, Inc.   January 2006 - January 2015
Ipswich Investment   July 2000 - September 2004
Willis Corroon  September 1986 - September 1993

Skills
Investments, Mutual Funds, Wealth Management, Financial Planning, Retirement Planning, Financial Advisory, Asset Allocation, Finance, Portfolio Management, Asset Management

Education
Boston University   1994 — 1996
M.S., Psychology

Smith College   1982 — 1986
B.A., Economics

Jeff Link Jeff Link Cincinnati, Ohio Details
Jeff Link's Ameriprise Financial Services, Inc. Experience September 2001 - April 2004
Job Entrepreneur and Business Consultant
Industry Food & Beverages
Experience
Indulge Cincy   September 2014 - Present
Bembe'   March 2014 - Present
Capital One  August 2011 - May 2013
Bank of America  September 2009 - May 2011
Bank of America  April 2004 - September 2009
Ameriprise Financial Services, Inc.   September 2001 - April 2004

Skills
Banking, Sales, Team Building, Recruiting, Leadership, Strategic Planning, Retail Banking, Relationship Management, Branch Management, Cash Management, Process Improvement, Team Management, Credit, Management, Executive Management, Financial Services, Customer Service, Training, Finance, Business Planning, Risk Management, Loans, Project Management, Business Development, Operations Management, Financial Analysis, Performance Management

Education
WSET   2012 — 2012
WSET Advanced Wine Degree, Wine Steward/Sommelier

Bowling Green State University   1996 — 1997

Dr. Fadi Baradihi Dr. Fadi Baradihi Greater Detroit Area Details
Dr. Fadi Baradihi's Ameriprise Financial Services, Inc. Experience April 1991 - October 1997
Job Business and Executive Coach, Consultant, and Trainer
Industry Professional Training & Coaching
Experience
Owner ActionCOACH Michigan   June 2012 - Present
Smile For a Lifetime   July 2015 - Present
Lawrence Technological University  2013 - Present
Hantz Group  January 1998 - June 2012
Institute for Divorce Financial Analysts™   October 1998 - December 2010
Ameriprise Financial Services, Inc.   April 1991 - October 1997

Skills
Coaching, Strategy, Leadership, Management, Leadership Development, Team Building, Management Consulting, Business Development, Strategic Planning, Training, Organizational..., Public Speaking, Marketing, Business Strategy, Consulting, Business Coaching, Small Business, Sales, Employee Engagement, Recruiting, Entrepreneurship, Analysis, New Business Development, Executive Coaching, Marketing Strategy, Business Planning, Finance, Executive Management, Business Process..., Sustainability, Customer Service, Budgets, Negotiation, Time Management, Financial Analysis, Investments, Qualitative Research, Sustainable Development, Qualitative Data, Start-ups, Process Improvement, Operations Management, Sales Process, Strategic Financial..., Team Leadership, Cross-functional Team..., Risk Management, Mergers & Acquisitions, Employee Benefits, Change Management

Education
Lawrence Technological University   2008 — 2012
Doctor of Business Administration, Business Administration and Management, General

Northwood University - Richard DeVos Graduate School of Management   2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General

Bowling Green State University
Bachelor of Business Administration (B.B.A.), Operations Research

Dawn McIntosh Dawn McIntosh Dallas/Fort Worth Area Details
Dawn McIntosh's Ameriprise Financial Services, Inc. Experience February 2009 - September 2015
Job Junior Interior Designer at Staffelbach
Industry Design
Experience
Staffelbach  September 2015 - Present
Ameriprise Financial Services, Inc.   February 2009 - September 2015
RSVP Design Services   September 2014 - December 2014
InControl Systems, Inc   July 1995 - July 2000

Skills
Interior Design, Space planning, AutoCad, Finish and furnishing..., Written and verbal..., SketchUp, Organizational Design, Microsoft Office, Marketing, Revit, Photoshop, Sketching & rendering, Time Management, Project Management, Microsoft Excel

Education
The Art Institute of Pittsburgh-Online Division   2013 — 2015
Bachelor of Science (BS), Interior Design, 3.91

Bowling Green State University   1988 — 1994
Bachelor of Arts (BA), Communication

Christen Eulian Christen Eulian Green Bay, Wisconsin Area Details
Christen Eulian's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Actuary
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   November 2014 - Present
Assurant Health  November 2013 - April 2014
Northwestern Mutual  August 2012 - March 2013
Student  September 2009 - May 2012
Coventry Health Care  May 2011 - August 2011
St. Joseph Central High School   September 2010 - May 2011

Skills
Advanced Excel, Intermediate SAS and..., VBA, Access, Actuarial Science, SAS, Financial Analysis, Data Analysis, Analysis, Microsoft Excel

Education
Boston University   2009 — 2011
Master of Science, Actuarial Science

University of Massachusetts Amherst   2006 — 2009
Bachelor of Science, Applied Mathematics

Justin Dell'aglio Justin Dell'aglio New York, New York Details
Justin Dell'aglio's Ameriprise Financial Services, Inc. Experience 2008 - 2010
Job Operations Manager at RentHop
Industry Internet
Experience
RentHop   September 2013 - Present
Startup Institute  June 2013 - August 2013
Tsonimah, Inc.   2012 - 2012
JPMorgan Chase  2010 - 2012
Ameriprise Financial Services, Inc.   2008 - 2010

Skills
PowerPoint, Project Management, Microsoft Word, Financial Analysis, Financial Modeling, Microsoft Excel, Customer Service, Microsoft Office, Access, Outlook, Retail Banking, Banking, Budgets, Data Analysis, Analysis, Sales, Business Development, CRM, Market Research, Leadership

Education
Boston University   2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General

Greg Wagoner, MBA Greg Wagoner, MBA Toledo, Ohio Details
Greg Wagoner, MBA's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2009 - Present
Ameriprise Financial Services, Inc.   January 2002 - January 2009

Education
University of Toledo   2007 — 2008
Master of Business Administration (MBA), Finance, General

Bowling Green State University   2003 — 2007
Bachelor of Arts (B.A.), Sports Management

Michael Annunziata Michael Annunziata New Haven, Connecticut Details
Michael Annunziata's Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2008 - Present
H & R Block Financial   August 2005 - October 2008
Wachovia Securities, Inc.   March 2002 - August 2005
Morgan Stanley  January 1992 - March 2002
Dun & Bradstreet  1990 - 1992
Microcom, Inc  1985 - 1990
Xerox  1981 - 1985

Education
Boston University Questrom School of Business   1976 — 1980
BSBA, Business Administration

Hamden High School

Barbara Malhoit CFP, ChFC Barbara Malhoit CFP, ChFC Toledo, Ohio Area Details
Barbara Malhoit CFP, ChFC's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2011 - Present
Ameriprise Financial Services, Inc.   August 1978 - October 2011

Education
Bowling Green State University   1974 — 1978
BSBA, Finance

Central Catholic High School

Daosith Lemay, CFP® Daosith Lemay, CFP® Wolfeboro, New Hampshire Details
Daosith Lemay, CFP®'s Ameriprise Financial Services, Inc. Experience 2004 - 2008
Job Financial Advisor at Financial Focus Inc.
Industry Financial Services
Experience
Financial Focus, Inc.   June 2008 - Present
Ameriprise Financial Services, Inc.   2004 - 2008

Skills
Financial Planners, Strategic Financial..., Retirement Planning, Estate Planning, Asset Management, Investments, Small Business, Tax Planning, Education Planning, Small Business Planning, Mutual Funds, Financial Advisory, Insurance, Finance, Retirement, Wealth Management, Investment Advisory, Asset Allocation

Education
Boston University   2008 — 2011
Certificate, Financial Planning

University of New Hampshire - Whittemore School of Business and Economics   2000 — 2004
BS, Business Administration, Marketing

Guy Acerra CFP®, CLU®, Guy Acerra CFP®, CLU®, San Antonio, Texas Details
Guy Acerra CFP®, CLU®,'s Ameriprise Financial Services, Inc. Experience July 1976 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1976 - Present

Education
Bowling Green State University   1973 — 1974
Master of Arts, Geography

Bowling Green State University   1967 — 1971
Bachelors of Art, Geography

Rachel (Gagnon) Rabinovich, CFP® Rachel (Gagnon) Rabinovich, CFP® Greater Boston Area Details
Rachel (Gagnon) Rabinovich, CFP®'s Ameriprise Financial Services, Inc. Experience January 2013 - September 2015
Job Financial Planner with Society of Grownups
Industry Financial Services
Experience
Society of Grownups, LLC   2015 - Present
Ameriprise Financial Services, Inc.   January 2013 - September 2015
Ameriprise Financial  March 2005 - January 2013

Education
Boston University   1989 — 1990
M.Ed, Counseling Psychology

Brandeis University   1982 — 1986
BA, Psychology

Barry Engelman Barry Engelman Greater Los Angeles Area Details
Barry Engelman's Ameriprise Financial Services, Inc. Experience January 1998 - Present
Job Commissioner
Industry Public Policy
Experience
Commission for the Senior Community   November 2013 - Present
Ameriprise Financial Services, Inc.   January 1998 - Present
Ameriprise Financial  1998 - Present
Burdines Department Store  January 2005 - March 2007
Broadway Stores Inc  January 1984 - January 1995
Jordan Marsh Co  August 1976 - December 1983

Skills
Public Speaking, Social Media

Education
Columbia University - Columbia Business School   1964 — 1966
MBA, Marketing

Boston University   1959 — 1963
BA, American History

David Bresler, CFP® David Bresler, CFP® Greater Minneapolis-St. Paul Area Details
David Bresler, CFP®'s Ameriprise Financial Services, Inc. Experience October 2004 - Present
Job Vice President National Sales Desk
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2004 - Present
John Kerry for President  2003 - 2004
Boston Intercollegiate Government   2002 - 2003

Skills
Event Management, Project Management, Research, Financial Analysis, Social Media Marketing, Asset Managment, Financial Advisory, Finance, Investments, Mutual Funds, Financial Modeling, Media Relations, PowerPoint, Thought Leadership, Series 63, Sales, Microsoft Excel, Community Outreach, Microsoft Office, Volunteer Management, Asset Management

Education
Boston University   2000 — 2003
BA and BS, Political Science and Journalism

College for Financial Planning
CFP, CRPC

Nayan Ranchhod, CRPC, AAMS, APMA Nayan Ranchhod, CRPC, AAMS, APMA Scottsdale, Arizona Details
Nayan Ranchhod, CRPC, AAMS, APMA's Ameriprise Financial Services, Inc. Experience May 2006 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc. Managing Director
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2006 - Present
Three Lions, LLC   August 1998 - May 2006

Education
Boston University
BA, Political Science, Economics, Statistics

Jenks High School
Diploma

Katie MacDonald, CFP®, CRPC®, CDFA™ Katie MacDonald, CFP®, CRPC®, CDFA™ Dedham, Massachusetts Details
Katie MacDonald, CFP®, CRPC®, CDFA™'s Ameriprise Financial Services, Inc. Experience December 2011 - July 2014
Job Financial Advisor at Beck Bode Wealth Management
Industry Financial Services
Experience
Beck Bode Wealth Management, LLC   July 2014 - Present
Ameriprise Financial Services, Inc.   December 2011 - July 2014
Ameriprise Financial Services, Inc.   May 2010 - November 2011
Digital Federal Credit Union  July 2009 - May 2010
Winslow, Crocker & Evans, Inc.   2008 - 2009
Emerson Investment Management  2008 - 2009
State Street - WMS   2005 - 2007

Education
Boston University   2007 — 2009
Financial Planning Certificate Program

Bridgewater State University   1995 — 1999

Stephen McNear Stephen McNear Baltimore, Maryland Area Details
Stephen McNear's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Senior Field Operations Team Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2013 - Present
Kroll Bond Rating Agency, Inc.   October 2011 - April 2013
Winston Retail Solutions  September 2011 - April 2012
Signal Hill Capital  September 2006 - July 2011
Wachovia Securities, LLC  June 2000 - October 2004
DB Alex. Brown  May 1994 - June 2000
Enterprise Rent-A-Car  September 1989 - December 1991

Skills
Series 7, Equities, Banking, Capital Markets, Series 63, Strategy, Finance, Business Development, Leadership, Start-ups, Management, Competitive Analysis, Investments, Sales, Cross-functional Team..., New Business Development, Trading, Asset Management, Portfolio Management

Education
University of Maryland College Park   1992 — 1994
MBA, Marketing

Boston College - Carroll School of Management   1985 — 1989
BS, Marketing & Finance

The Branson School   1981 — 1985

Bob Dawson,CFP Bob Dawson,CFP Greater Boston Area Details
Bob Dawson,CFP's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job Financial Advisor, CFP
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2012 - Present
AonHewitt  November 2010 - December 2011
ING  July 2008 - June 2009
CitiStreet  2003 - 2008
CitiStreet  2001 - 2002
State Street Global Advisors  1994 - 2000
State Street  1990 - 1993
Wang Labs  1981 - 1989
International Business Machines  1977 - 1981

Education
Boston University   1975 — 1977
MBA, Finance & Marketing

Colgate University   1970 — 1974
BA, Pol Sci. and History

Barbara M. Wilkens, AWMA®, AIF® Barbara M. Wilkens, AWMA®, AIF® Orlando, Florida Area Details
Barbara M. Wilkens, AWMA®, AIF®'s Ameriprise Financial Services, Inc. Experience April 2006 - May 2010
Job Director of Practice Management at Certified Financial Group, Inc.
Industry Financial Services
Experience
Certified Financial Group, Inc.   June 2010 - Present
Ameriprise Financial Services, Inc.   April 2006 - May 2010
Certified Financial Group, Inc.   December 2004 - March 2006
Raymond James Financial Inc.  April 2001 - November 2004
CNL  April 1988 - March 2001
E. F. Hutton   March 1979 - March 1988

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Mutual Funds, Securities, Retirement, Financial Advisory, Asset Managment, Fixed Annuities, FINRA, Asset Allocation, Series 7, Wealth, Investment Strategies, Income Protection, Wealth Accumulation, Financial Planners, Estate Planning

Education
College of Financial Planning   2012 — 2012
Accredited Wealth Management Advisor, Financial Planning

Center for Fiduciary Studies, LLC   2011 — 2011
Accredited Investment Fiduciary, Financial Planning

Brigham Young University   1980 — 1982
Bachelor's degree, Finance

Professional Licenses
Life and Health Insurance and Variable Annuities license with the State of Florida, Series 7, 24, 63, 66 with FINRA, Financial Industry Regulatory Authority

Michael Binz Michael Binz Lexington, Kentucky Area Details
Michael Binz's Ameriprise Financial Services, Inc. Experience July 1997 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2014 - Present
Ameriprise Financial Services, Inc.   July 1997 - Present
American Express  1997 - 2005

Education
Bowling Green State University   1973 — 1977
Bachelor of Arts, Political Science, History

Lee Walp, CFP® Lee Walp, CFP® Lancaster, Pennsylvania Area Details
Lee Walp, CFP®'s Ameriprise Financial Services, Inc. Experience November 1979 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1979 - Present
Ameriprise Financial Services, Inc.   1979 - Present

Education
Elizabethtown College

Brevard College

Chad Talbot Chad Talbot Greater Salt Lake City Area Details
Chad Talbot's Ameriprise Financial Services, Inc. Experience December 2007 - June 2008
Job Sr. Business Consultant / Team Lead High Tech & Software at Domo, Inc.
Industry Information Technology and Services
Experience
Domo, Inc.   July 2013 - Present
Mindshare Technologies  August 2010 - July 2013
Talbot Financial Group   June 2008 - August 2010
Ameriprise Financial Services, Inc.   December 2007 - June 2008

Skills
Customer Experience, Salesforce.com, Customer Satisfaction, Data Analysis, Account Management, Analytics, Analysis, CRM, Call Centers, Customer Retention, Employee Engagement, Enterprise Software, Leadership, Market Research, Process Improvement, SaaS, Start-ups, Strategy, Voice of the Customer

Education
University of Utah - David Eccles School of Business   2010 — 2012
MBA

Brigham Young University   2005 — 2007
B.S.

Robert Deane Robert Deane Towson, Maryland Details
Robert Deane's Ameriprise Financial Services, Inc. Experience 2010 - 2012
Job Chief Operating Officer and Head of Business Development at Farr, Miller & Washington
Industry Financial Services
Experience
Farr, Miller & Washington   December 2014 - Present
Farr, Miller & Washington   October 2014 - Present
Fidelity Investments  February 2013 - October 2014
Ameriprise Financial Services, Inc.   2010 - 2012
Deutsche Bank Alex. Brown Private Wealth Management   July 2007 - December 2010
Morgan Stanley  2001 - 2007
CAIS Internet  2000 - 2001
United States Merchant Marine Academy  1998 - 2000
Atlanta Committee for the Olympic Games  1995 - 1996

Education
The Johns Hopkins University - Carey Business School   2004 — 2009

Boston University   1992 — 1997

The Hill School

The Johns Hopkins University - Carey Business School

Douglas Murphy CFP® Douglas Murphy CFP® Idaho Falls, Idaho Details
Douglas Murphy CFP®'s Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2012 - Present
Ameriprise Financial  December 2010 - November 2012
Ameriprise Financial  January 1986 - December 2010
Ameriprise Financial  January 1994 - December 1996

Education
Brigham Young University   1977 — 1981
BA, Communications

Ronald Kyle Sorensen Ronald Kyle Sorensen Greater Minneapolis-St. Paul Area Details
Ronald Kyle Sorensen's Ameriprise Financial Services, Inc. Experience September 2008 - Present
Job Compliance Manager/Officer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2008 - Present
Ameriprise Financial Services, Inc. / American Express Financial Advisors   July 2004 - September 2008

Education
University of Minnesota - Carlson School of Management   2008 — 2014
MBA, Management

Brigham Young University   2000 — 2002
Business Administration, Financial Services, Risk Management, and Insurance

Ellen Diamond Resneck Ellen Diamond Resneck San Francisco Bay Area Details
Ellen Diamond Resneck's Ameriprise Financial Services, Inc. Experience September 1991 - Present
Job Financial Advisor, Franchise Owner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1991 - Present
Ellen D. Resneck, EA   January 1983 - June 1991

Education
University of California, Berkeley   1971 — 1973
Bachelor of Arts, English Literature

Boston University   1967 — 1969

David C Sanders David C Sanders Greater Atlanta Area Details
David C Sanders's Ameriprise Financial Services, Inc. Experience March 2001 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.”.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2001 - Present

Education
Boston University   1988 — 1990
MA, International Relations

UNITED STATES MILITARY ACADEMY   1975 — 1979
Bachelors of Engineering, Russian Area Studies

Paul Mosley, CFP®, LUTCF Paul Mosley, CFP®, LUTCF Lake Havasu City, Arizona Details
Paul Mosley, CFP®, LUTCF's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2013 - Present
Edward Jones  June 2011 - September 2013
The Hartford  June 2010 - June 2011
New York Life Insurance Co  March 2006 - June 2010
Merrill Lynch & Co  December 2004 - April 2005
Handcrafted Cabinet Co.   December 2002 - August 2004
The Church of Jesus Christ of Latter-day Saints  November 2000 - December 2002

Education
Brigham Young University   2004 — 2006
Bachelor's Degree, Financial Planning and Services

Brigham Young University - Idaho   2000 — 2004
A.A.S, Economics

Rich Van Loan, CFP®, CRPC®, CLTC® Rich Van Loan, CFP®, CRPC®, CLTC® Greater Boston Area Details
Rich Van Loan, CFP®, CRPC®, CLTC®'s Ameriprise Financial Services, Inc. Experience November 1998 - Present
Job Financial Advisor | Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1998 - Present
Cablevision of Boston   1984 - 1998

Skills
Analytical, Relationship Building, Change Management, Responsiveness, Protection Planning, Small Business Planning, Decision-making, Skilled Communicator, Coaching, Insurance Broker/agent, Employee Benefits, Ethical Character, Client Relationships, Judgement, Risk Management, Education Planning, Ability to Listen, Client Management, Health Insurance, Prudence, Business Planning, Customer Experience

Education
Harvard University   1996 — 1997
CSS

Boston University   1979 — 1983
BS

College for Financial Planning
CFP®, CRPC®

Nathan Zielonka, EA, CFP® Nathan Zielonka, EA, CFP® Newton, Massachusetts Details
Nathan Zielonka, EA, CFP®'s Ameriprise Financial Services, Inc. Experience May 2007 - March 2011
Job Alligning Tax Planning, Social Security Strategy and Financial Planning for all your life goals
Industry Financial Services
Experience
Zielonka Financial Services LLC   April 2011 - Present
Intuit  December 2011 - April 2014
Ameriprise Financial Services, Inc.   May 2007 - March 2011
H&R Block  January 1997 - April 2007
WGBH Educational Foundation  1996 - 2006

Skills
Tax Preparation and..., Financial Planners, Estate Planning, Stocks, Bonds and..., Investment Advisory, 401(k) Planning. IRA's,, Employee Benefits, Life, Long Term Care,...

Education
Harvard University   1969 — 1973
AB, Biology

Boston University   2005 — 2006
Certificate, Financial Planning

Harvard School of Public Health   1973 — 1975
MS, Health Policy and Management

Boston Latin School   1963 — 1969
Diploma, Seconday School

Maimonides School   1957 — 1962
Primary School

Grant Harrison, CRPC® Grant Harrison, CRPC® Greater Salt Lake City Area Details
Grant Harrison, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2013 - Present

Education
Brigham Young University   2008 — 2011
Bachelor of Science (B.S.), Business Management & Portuguese

Kay Janis Kay Janis Homosassa, Florida Details
Kay Janis's Ameriprise Financial Services, Inc. Experience 2005 - 2009
Job Mary Kay Independent Beauty Consultant
Industry Cosmetics
Experience
Mary Kay Independent Consultant  April 2005 - Present
Oliver & Company, P.A.   2014 - 2015
H&R Block  2009 - 2014
Allan Feldstein CPA   2010 - 2012
Ameriprise Financial Services, Inc.   2005 - 2009

Skills
Customer Service, Research, Photoshop, Teaching, HTML, Public Speaking, C++

Education
Bowling Green State University   1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting

Revere High School   1975 — 1977

Jordan Lyman Jordan Lyman Orem, Utah Details
Jordan Lyman's Ameriprise Financial Services, Inc. Experience April 2013 - September 2013
Job Candidate for Master of Public Administration at BYU
Industry Hospital & Health Care
Experience
BYU-Idaho Health Center   February 2015 - July 2015
BYU-Idaho Health Center   February 2014 - February 2015
Ameriprise Financial Services, Inc.   April 2013 - September 2013
BYU-Idaho Testing Center  January 2012 - April 2013
Gorilla Capital, Inc   July 2012 - September 2012

Skills
Bilingual, Leadership, Eagle Scout, Teamwork, Social Skills, Public Speaking, Sales, Management, Microsoft Word, Spanish-speaking, Outlook, Research, PowerPoint, Microsoft Office, Teaching, Spanish, Data Analysis, Microsoft Excel, Event Planning, Analysis, QuickBooks, Finance, Customer Service, Windows, Financial Analysis, Editing, Team Leadership

Education
Brigham Young University   2015 — 2017
Master’s Degree, Public Administration

BYU-Idaho   2012 — 2015
Bachelor's Degree, Health/Health Care Administration/Management

Lane Community College   2008 — 2009
Emergency Medical Technology/Technician (EMT Basic)

Vikas Anand Vikas Anand Greater New York City Area Details
Vikas Anand's Ameriprise Financial Services, Inc. Experience February 2007 - February 2008
Job Management Consulting
Industry Financial Services
Experience
Capco  July 2015 - Present
Cognizant  February 2007 - July 2015
BNY Mellon  February 2009 - June 2015
Northern Trust Asset Management  March 2008 - January 2009
Ameriprise Financial Services, Inc.   February 2007 - February 2008
Sans Pareil Technologies, Inc.   May 2004 - February 2007
Sprint Nextel  April 2002 - May 2004
Havells   August 1998 - August 1999

Skills
Business Analysis, Hedge Funds, Fund Administration, Partnership Accounting, Transfer Agency, Financial Services, SDLC, Investor Accounting, Portfolio Accounting, Asset Management, Requirements Analysis, Vendor Management, Hedge Fund Back Office, Scope Management, Change Management, Alternative Investments, Process Engineering, Liquidity Management, Fund Of Funds, Private Equity, Project Management, Business Systems..., Global Custody, Capital Markets, Operations...

Education
Brandeis University   2005 — 2005
Certificate, Software Quality Assurance

The University of Edinburgh   2000 — 2001
MS, Electrical Engineering

University of Liverpool   1999 — 2000
MBA, Marketing and Finance

Punjab Technical University   1994 — 1998
BE, Electrical Engineering

Kimberly A. (Swanson) Carroll Kimberly A. (Swanson) Carroll Plainville, Massachusetts Details
Kimberly A. (Swanson) Carroll's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Financial Advisor, with the practice of Eric Takach, CFP®, ChFC®, CLU at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2013 - Present
Baystate Financial  August 2009 - August 2013
Columbia Management  June 1995 - June 2006
Massachusetts Casualty Ins   November 1990 - June 1995

Education
Lesley University   2008 — 2010
Master of Education

Rhode Island School of Design   2006 — 2007
Certificate, Interior Design

Bridgewater State College   1987 — 1989
Bachelor of Science, Accounting and Finance

Endicott College   1985 — 1987
Associate of Science, Business Administration

America's Best Defense Martial Arts School
Candidate for First Degree Black Belt, Mixed Martial Arts, Focusing in Krav Maga and Muay Thai

Michael Kelley Michael Kelley Cincinnati Area Details
Michael Kelley's Ameriprise Financial Services, Inc. Experience May 2000 - January 2004
Job Director of Sales and Business Development
Industry Computer & Network Security
Experience
Nexusguard  February 2014 - July 2015
Norse Corporation  February 2013 - February 2014
RoundTower Technologies, Inc.   January 2012 - February 2013
Afilias  September 2008 - February 2011
NeuStar, Inc.   May 2004 - July 2008
Ameriprise Financial Services, Inc.   May 2000 - January 2004

Skills
Security, Virtualization, Storage, Vendor Management, Management, Leadership, E-commerce, SaaS, Sales Management, Data Center, Marketing Strategy, Sales Process, Sales, Call Center, Sales Enablement, Strategic Selling, Enterprise Software, Selling, Call Centers, Business Development, Telecommunications

Education
Bowling Green State University   1996 — 2000
BS in Finance, Finance

Lakota High School   1993 — 1996

Conner Middle School

Emma Loeb Emma Loeb Boston, Massachusetts Details
Emma Loeb's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Marketing Intern at Ameriprise Financial Services, Inc.
Industry Health, Wellness and Fitness
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
Boston University FitRec   October 2014 - Present
Sol-A-Granola   2009 - Present
Dance Place  May 2014 - August 2014
Dance Place  May 2014 - August 2014
H.Y.P. Studio   September 2011 - May 2014

Skills
Event Planning, Hospitality, Social Media, Front Office, Social Networking, Food & Beverage, Customer Service, Facebook

Education
Boston University   2012 — 2016
Communication and Media Studies

Newton South High School

Heidi Atkinson Heidi Atkinson United States Details
Heidi Atkinson's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - Present

Education
Brigham Young University   2007 — 2011
Bachelor of Arts (BA), Dance

Eric E. Wolfe Eric E. Wolfe Dallas/Fort Worth Area Details
Eric E. Wolfe's Ameriprise Financial Services, Inc. Experience March 1996 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1996 - Present
Assistance Center of Collin County  July 2013 - Present
Minnie's Food Pantry   April 2009 - April 2014
United States Army Reserve  December 1996 - December 1998
US Army  May 1993 - January 1996
United States Army, Reserve Officer Training Corps   August 1991 - May 1993

Education
Bowling Green State University   1989 — 1993
Bachelor of Arts, Politcial Science, Military Science, Evironmental Studies

The American College
Chartered Financial Consultant, Chartered Life Underwriter

Margaret Therrien Margaret Therrien Greater Boston Area Details
Margaret Therrien's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job Global Ambassador Program at Bloomberg LP
Industry Investment Management
Experience
Bloomberg LP  December 2013 - Present
Boston University School of Law  September 2012 - May 2015
Philip Warburg   September 2012 - February 2014
Ameriprise Financial Services, Inc.   June 2012 - August 2012
Proforma  July 2010 - September 2010

Skills
Research, Analysis, Leadership

Education
Boston University Questrom School of Business   2012 — 2015
B.S. in Business Administration

University of Vermont   2011 — 2012
Business Administration, GPA: 3.17

Pomfret Preparatory School   2007 — 2011
High School, GPA: 3.20

Jim Kirk, CFP® Jim Kirk, CFP® Greater Minneapolis-St. Paul Area Details
Jim Kirk, CFP®'s Ameriprise Financial Services, Inc. Experience 2013 - 2015
Job Wealth Management Advisor The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
U.S. Bank   2015 - Present
Ameriprise Financial Services, Inc.   2013 - 2015
Morgan Stanley Wealth Management  2012 - 2013
Morgan Stanley Wealth Management  2011 - 2012
Merrill Lynch & Citi Smith Barney   2008 - 2011
Citi Smith Barney  2006 - 2008
Citi Smith Barney  2005 - 2006
MoneyGram International  2000 - 2004

Skills
Strategic Financial..., Investments, Financial Advisory, Retirement Planning, Estate Planning, Asset Management, Comprehensive Wealth..., Financial Planning, Wealth Transfer

Education
University of Saint Thomas
BA, Journalism, Business

Boston University
Certificate in Financial Planning

Giovanni Perez Giovanni Perez Springfield, Massachusetts Details
Giovanni Perez's Ameriprise Financial Services, Inc. Experience June 2013 - August 2013
Job Student at Boston University
Industry
Experience
Agganis Arena at Boston University  February 2014 - May 2015
Ameriprise Financial Services, Inc.   June 2013 - August 2013
BELL Summer Program   June 2012 - August 2012
Boston University Children's Center  September 2011 - May 2012

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Social Media, Research, Event Planning, Facebook

Education
Boston University   2011 — 2015
Bachelor of Science (B.S.), Business Administration, Management and Operations

Tina Tien Tina Tien Orange County, California Area Details
Tina Tien's Ameriprise Financial Services, Inc. Experience August 2010 - April 2011
Job Project Manager Interactive Projects at Airborne Interactive Ltd.
Industry Computer Software
Experience
Dev Bootcamp  October 2014 - January 2015
Zodiac Inflight Innovations  March 2013 - August 2014
Zodiac Inflight Innovations  March 2013 - June 2014
Bank of America  December 2011 - March 2013
Ameriprise Financial Services, Inc.   August 2010 - April 2011

Skills
CSS, Web Development, Ruby on Rails, Ruby, HTML, AngularJS, jQuery, Test Driven Development, Sinatra, JavaScript, AJAX, Project Management, Data Analysis, Management, Proposal Writing, Technical Documentation, Outlook, Product Lifecycle..., Agile Methodologies, Microsoft Office, SQL, Databases

Education
Boston University   2014 — 2016
Master of Science (MS), Computer Information Systems - Health Informatics Concentration

California State Polytechnic University-Pomona   2008 — 2011
BS, Business Administration - Finance

De Anza College   2006 — 2008

UCLA Extension

General Assembly
User Experience Design Bootcamp

Coursera.org - Georgia Institute of Technology   2014 — 2014
Health Informatics in the Cloud, Received Statement of Accomplishment

Kunal Maheshwari Kunal Maheshwari Minneapolis, Minnesota Details
Kunal Maheshwari's Ameriprise Financial Services, Inc. Experience November 2013 - January 2014
Job Finance Intern at Resilient Systems, Inc.
Industry
Experience
Resilient Systems, Inc.   June 2015 - August 2015
THE ICONIC  March 2015 - April 2015
Siemens Industry US  June 2014 - August 2014
Ameriprise Financial Services, Inc.   November 2013 - January 2014
Stone Source, Inc   July 2013 - August 2013
North Metro Umpire Association  June 2009 - July 2012

Skills
Microsoft Word, PowerPoint, Facebook, Public Speaking, Social Networking, Teamwork, Microsoft Excel, Time Management, Event Planning, Social Media, Microsoft Office, Sales

Education
Boston University   2012 — 2016
Bachelor of Science (B.S.), Business Administration & Management; Concentrations: Finance and Operations & Technology Management, Senior

Alexandra Moreira Alexandra Moreira Greater Boston Area Details
Alexandra Moreira's Ameriprise Financial Services, Inc. Experience September 2010 - February 2015
Job Associate, Trade Compliance
Industry Financial Services
Experience
Arrowstreet Capital  March 2015 - Present
Ameriprise Financial Services, Inc.   September 2010 - February 2015
ING Investment Management  September 2008 - September 2010
Bank of America  2007 - 2008
Investors Bank & Trust  March 1998 - April 2007

Skills
Mutual Funds, Managed staff and..., Presentation Skills, Data Analysis, Training, Employee Training, Resolving Issues, Trade Compliance, LineData Compliance..., Bloomberg, 1940 Act

Education
Boston University
Bachelor of Science (BS), Management Studies, Business Administration

Saad Munir Saad Munir Greater Boston Area Details
Saad Munir's Ameriprise Financial Services, Inc. Experience June 2007 - May 2010
Job Mobile Advertising and Technology Professional | MBA Candidate at Boston University
Industry Marketing and Advertising
Experience
Jana  March 2015 - Present
Skyhook Wireless (acq. by Liberty Media in Feb, 2014)   January 2014 - March 2015
Jumptap, Inc. (acq. by Millennial Media in Nov, 2013)   February 2011 - December 2013
Bankers Life and Casualty Company  June 2010 - February 2011
Ameriprise Financial Services, Inc.   June 2007 - May 2010

Skills
Strategic Financial..., Lead Generation, Mobile Advertising, Analytics, Digital Marketing, Marketing, Start-ups, Mobile Devices, Strategy, Competitive Analysis, Salesforce.com, Account Management, Finance, Entrepreneurship, Strategic Planning, Business Development, Investments, Online Advertising, PPC, Digital Media, Digital Strategy, Product Management, Financial Analysis, Insurance, Advertising, SEM, Online Marketing, Customer Acquisition, Google Adwords, CRM, Financial Markets, Retirement, Mobile Marketing, Financial Services, Direct Marketing, Sales, Web Analytics, Strategic Partnerships, Solution Selling, Location Intelligence, Location Based Services, Direct Sales, Sales Presentations, New Business Development, Digital Business..., Marketing Strategy, Financial Planning

Education
Boston University Questrom School of Business   2014 — 2017
Master of Business Administration (M.B.A.), Concentration in Strategy and Innovation

Tufts University   2003 — 2007
Bachelor's Degree, Double Major in Psychology and Economics

Nathan Kohl Nathan Kohl Greater Salt Lake City Area Details
Nathan Kohl's Ameriprise Financial Services, Inc. Experience July 2004 - June 2005
Job Manager of Life Insurance Direct Distribution at Symetra
Industry Insurance
Experience
Symetra  May 2015 - Present
Nationwide Financial  2011 - April 2015
Crump Group  June 2005 - January 2012
Ameriprise Financial Services, Inc.   July 2004 - June 2005

Skills
Brokers, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Investments, Life Insurance, Long-term Care, Property & Casualty..., Retirement, Retirement Planning, Sales, Sales Operations, Series 6, Term Life Insurance, Underwriting

Education
Brigham Young University   2001 — 2004
Bachelor of Science, Psychology

Kirsten Puntiri Kirsten Puntiri Charlestown, Massachusetts Details
Kirsten Puntiri's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Financial Planning Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2011 - Present
Wells Fargo Advisors  June 2007 - August 2011

Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Retirement, Estate Planning, Financial Services, Insurance, Series 63, Financial Advisory, Equities, Fixed Annuities

Education
University of Massachusetts, Amherst   2001 — 2005
Bachelor of Science (BS), Economics

Boston University
College of Financial Planning

Justin C. Flynn Justin C. Flynn Greater Detroit Area Details
Justin C. Flynn's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Private Wealth Management Intern, Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2015 - Present
Boston University  May 2015 - Present
Boston University, Student Government  March 2015 - Present
Boston University  January 2014 - Present
Ralph Lauren  June 2014 - Present
Boston University, Student Government  January 2015 - April 2015
Boston University, Student Government  August 2014 - April 2015
Boston University, Student Government  September 2013 - May 2014
Jack and Jill of America, Inc.   June 2012 - June 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Leadership, Community Outreach, Teamwork, Customer Service, Social Networking, Research, Social Media, Event Planning, Time Management, Facebook, Marketing

Education
Boston University Questrom School of Business   2013 — 2017
Bachelor's Degree, Business Administration

Brother Rice High School   2009 — 2013

Brendan Cahill, CFP® Brendan Cahill, CFP® Greater New York City Area Details
Brendan Cahill, CFP®'s Ameriprise Financial Services, Inc. Experience January 2005 - May 2014
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  June 2014 - Present
Ameriprise Financial Services, Inc.   January 2005 - May 2014
United States Marine Corps  May 1997 - May 2004

Education
Brandeis University International Business School   2013 — 2014
Master's Degree, Finance, 3.55

University of Massachusetts, Amherst
Bachelor's Degree, Concentration in Accounting and Finance, 3.6, Cum Laude

Nicole Piquette Nicole Piquette Columbia, South Carolina Area Details
Nicole Piquette's Ameriprise Financial Services, Inc. Experience May 2007 - August 2008
Job Recent Graduate of Boston College Law School
Industry Law Practice
Experience
Malis Law   August 2013 - May 2015
Juvenile Rights Advocacy Clinic   January 2014 - May 2014
Harvey M. Shrage, Labor Arbitration   May 2013 - August 2013
Connecticut Office of the Attorney General  April 2012 - August 2013
Congressman Christopher Murphy   May 2009 - August 2009
Ameriprise Financial Services, Inc.   May 2007 - August 2008

Education
Boston College Law School   2013 — 2015
Doctor of Law (J.D.)

Western New England College School of Law   2012 — 2013
Doctor of Law (J.D.)

Smith College   2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government, French Studies

Université Paris Sorbonne (Paris IV)   2010 — 2011
French Politics and the European Union

Zach Powell, MBA Zach Powell, MBA Bowling Green, Ohio Details
Zach Powell, MBA's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Assistant Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Banking
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
BGSU Ticket Office   August 2012 - December 2012
Cardinal Stritch High School  May 2012 - August 2012
PromoWest Productions  June 2009 - September 2011

Skills
Sports Management, Social Networking, Event Management, Social Media, Customer Service, Social Media Marketing, Microsoft Office, PowerPoint, Sports Marketing, Facebook, Microsoft Word, Ticket Sales, Sponsorship, Photoshop, Adobe Creative Suite, Google Docs, SAP, Ableton Live, Serato, Minitab, Archtics Ticketing..., Financial Analysis, Financial Services, Investments, Financial Planning, Time Management

Education
BGSU   2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.1 GPA

Bowling Green State University   2009 — 2013
Bachelor's degree, Sport and Fitness Administration/Management, 3.2 GPA

Chris Nielsen Chris Nielsen Raleigh-Durham, North Carolina Area Details
Chris Nielsen's Ameriprise Financial Services, Inc. Experience May 2013 - September 2014
Job Associate Account Executive at Twenty20 Inc.
Industry Computer Software
Experience
Twenty20 Inc.  September 2015 - Present
Alpha Instincts K9 Training Systems   December 2013 - May 2015
Ameriprise Financial Services, Inc.   May 2013 - September 2014
First Western Advisors  January 2011 - December 2013
Tetra Financial Group  January 2009 - December 2011
M6 Marketing   March 2008 - January 2009
Willow Creek School and Treatment Center   February 2007 - December 2008
The Church of Jesus Christ of Latter-day Saints  October 2004 - January 2007

Skills
Investments, Management, Leadership, Sales, Strategic Financial..., Financial Analysis, Finance, Sales Management, Entrepreneurship, Programming Languages, Retirement Planning, Public Speaking, Information Technology, Alternative Investments, Estate Planning, Investment Strategies, Funding, CRM, Programming, Wealth Management, Venture Capital, Mutual Funds, Negotiation, Marketing, Sales Process, Team Leadership, Bonds, Credit, Small Business, Marketing Strategy, Securities, Stocks, Real Estate, Financial Planning, Creative Strategy, Technology Integration, Software Project..., Enterprise Software, Online Marketing, Strategic Planning, Social Media Marketing, Customer Service, Team Building, New Business Development

Education
Brigham Young University
B.S. International Business, Political Science & Business Management

Scott Breyfogle Scott Breyfogle Greater Minneapolis-St. Paul Area Details
Scott Breyfogle's Ameriprise Financial Services, Inc. Experience August 2011 - February 2012
Job Email Segmentation Analyst at Target
Industry Marketing and Advertising
Experience
Target  July 2013 - Present
US Bank  March 2012 - August 2012
Ameriprise Financial Services, Inc.   August 2011 - February 2012
Asset Marketing Services, Inc.   January 2010 - April 2011
3M  June 2008 - August 2008
Lenox Group   August 2007 - June 2008
Sagebrush Books   January 2006 - August 2006
Augsburg Fortress Publishers  November 1995 - December 2005

Skills
Email Marketing, Product Management, Interactive Marketing, Project Management, Retail Marketing, Merchandising, Email Strategy, Email Analytics, Omniture, ExactTarget, Email Marketing Software, Marketing Strategy, E-commerce, Constant Contact, Vertical Response, Non-profits, PPC, Web Marketing, Nonprofits, Creative Direction, Direct Mail, Strategy, Copywriting, Sales, Marketing, Market Planning, Segmentation, Management, Forecasting, Retail, Product Development, Competitive Analysis

Education
Briar Cliff University   1990 — 1994
B.A., English

Andrew Janis Andrew Janis Greater Minneapolis-St. Paul Area Details
Andrew Janis's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Senior Manager, Digital Analytics at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc.   January 2015 - Present
General Mills  June 2013 - January 2015
Evantage Consulting  October 2007 - May 2013
Caldrea  September 2005 - September 2007
iProspect  October 2003 - August 2005
Campbell Mithun  2000 - 2002

Skills
Analytics, Web Analytics, Marketing Strategy, Online Marketing, Digital Marketing, Digital Strategy, Google Analytics, Omniture, Marketing Management, Integrated Marketing, Media Planning, Online Advertising, SEM, Social Media Marketing, Landing Page..., SEO, PPC, Email Marketing, Marketing, Lead Generation, E-commerce, Interactive Marketing, Google Adwords, Management, Strategy

Education
University of St. Thomas   2005 — 2008
MBA, Business

Boston University   2004 — 2005
Business

Carleton College   1995 — 1999
BA, Psychology

Hillary Johnston Hillary Johnston Syracuse, New York Area Details
Hillary Johnston's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job UX Digital/Web Designer at ARCADIS
Industry Environmental Services
Experience
ARCADIS  October 2014 - Present
ARCADIS  April 2013 - October 2014
ARCADIS  December 2011 - March 2013
ARCADIS  January 2008 - November 2011
Expectations & Beyond, Inc.   August 2006 - January 2008
Ameriprise Financial Services, Inc.   2005 - 2006
Upstate Niagara Coop  2004 - 2005

Skills
SharePoint, Project Management, Leadership, Analysis, Client Development, Business Process..., Business Analysis, Program Management, CRM Integration, Website Development, Research, Graphic Design, Marketing Communications, CRM, Technical Writing, Environmental Awareness, Web Interface Design, Knowledge Management..., jQuery Mobile, HTML scripting, Information Systems, Web Analytics, Sustainability, HTML Scripting, Strategic Planning, Project Planning, Environmental Compliance, Management

Education
Brazosport College   1998 — 1999
Office Professional

Brazoswood High School
Summa Cum Laude

Azure Celestine Azure Celestine Columbia, South Carolina Details
Azure Celestine's Ameriprise Financial Services, Inc. Experience July 2008 - December 2012
Job Investment Counselor at Scottrade
Industry Financial Services
Experience
Scottrade  December 2013 - Present
United States Air Force  November 2010 - December 2013
Ameriprise Financial Services, Inc.   July 2008 - December 2012
First Command Financial Services  May 2004 - February 2006
US Army  November 1993 - March 2002

Skills
Financial Analysis, Strategic Financial..., Military Logistics, Project Management, Financial Modeling, Finance, Risk Management, Analysis, Financial Reporting, Forecasting, Process Improvement, Operations Management, Accounting, Access, Budgets, Banking, Mergers & Acquisitions, Business Process..., Data Analysis, Training, Logistics, Quality Assurance, Cross-functional Team..., Management, Project Planning, Managerial Finance, Business Analysis, Investments, Software Documentation, Variance Analysis, Strategy

Education
Boston University   2008 — 2010
Certification, Project Management

College of Financial Planning   2007 — 2008
Certificate, Chartered Retirement Planning Counselor

Ben Wooden Ben Wooden Warren, Illinois Details
Ben Wooden's Ameriprise Financial Services, Inc. Experience August 2009 - August 2010
Job Commercial Lending Officer at Apple River State Bank
Industry Banking
Experience
Apple River State Bank   February 2012 - Present
Apple River State Bank   August 2010 - February 2012
Ameriprise Financial Services, Inc.   August 2009 - August 2010

Skills
Loans, Credit Analysis, Portfolio Management, Investments, Retirement Planning, Strategic Financial..., Financial Analysis, Securities, Asset Managment, Series 7, Finance, Commercial Lending, Mortgage Lending, Wealth Management, Credit

Education
Bradley University   2005 — 2009
Bachelor of Science (B.S.), Finance

Kelli Yates Kelli Yates Powell, Ohio Details
Kelli Yates's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2012 - Present
Telhio Credit Union  2002 - July 2012
Ameriprise Financial Services, Inc.   1992 - 1999

Education
Franklin University   2005 — 2013
Bachelor's degree, Business Administration and Management, General

Bradford School   1989 — 1992

Christopher Pai Christopher Pai Ithaca, New York Details
Christopher Pai's Ameriprise Financial Services, Inc. Experience June 2006 - January 2007
Job M&A Operations Finance Leadership Development Program Associate Corporate Development at IBM
Industry Financial Services
Experience
IBM  June 2015 - Present
Strategic Insight  January 2011 - July 2014
Strategic Insight  February 2009 - June 2014
Strategic Insight  February 2009 - January 2011
Strategic Insight  June 2008 - February 2009
Zeus Securities   January 2007 - January 2008
Ameriprise Financial Services, Inc.   June 2006 - January 2007

Skills
Alternative Investments, Asset Management, Mutual Funds, Investment Management, Equities, Management, Asset Allocation, Fixed Income, Financial Services, Statistics, Portfolio Management, Series 7, Applied Mathematics, Asset Managment, Equity Research, Enterprise Valuation, Financial Modeling, Financial Analysis

Education
Cornell University - Johnson Graduate School of Management   2014 — 2016
Master of Business Administration (MBA), Managerial Finance

Stony Brook University - College of Engineering & Applied Sciences
Bachelor of Science (BS), Applied Mathematics & Statistics, Bachelor of Arts (BA), Economics

Brandeis University

Russell Boruta Russell Boruta Detroit, Michigan Details
Russell Boruta's Ameriprise Financial Services, Inc. Experience October 2006 - June 2007
Job CBU Controller at HARMAN International
Industry Management Consulting
Experience
HARMAN International  2014 - Present
PwC's PRTM   September 2013 - January 2014
PwC Consulting  June 2012 - August 2012
Ford Motor Company  September 2007 - July 2011
Ameriprise Financial Services, Inc.   October 2006 - June 2007

Skills
Mergers, Acquisitions, Manufacturing, Corporate Finance, Product Development, Manufacturing Operations, Financial Analysis, Consulting, Strategic Planning, Automotive, Financial Modeling, Competitive Analysis, Cross-functional Team..., Mergers & Acquisitions, Finance

Education
Boston University - School of Management   2011 — 2013
Master of Business Administration (MBA)

Boston University - School of Management   2011 — 2013
Master of Science in Information Systems (MSIS)

Michigan State University   2003 — 2005
BA, Business

Justin Gillham Justin Gillham Phoenix, Arizona Area Details
Justin Gillham's Ameriprise Financial Services, Inc. Experience September 2002 - November 2008
Job Vice President Wealth Management Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2002 - November 2008

Skills
Investments, Retirement, Series 63, Finance, Financial Advisory, Certified Financial..., Retirement Planning, Series 65, Small Business

Education
Bowling Green State University   1997 — 2002
Bachelors, Finance, Financial Planning and MIS

Jeffrey DeVeau Jeffrey DeVeau Boston, Massachusetts Details
Jeffrey DeVeau's Ameriprise Financial Services, Inc. Experience June 2000 - November 2000
Job RFP Team Leader at Loomis, Sayles & Company, L.P
Industry Investment Management
Experience
Loomis, Sayles & Company   August 2007 - Present
MFS Investment Management  March 2006 - August 2007
MFS Investment Management  March 2005 - March 2006
MFS Investment Management  April 2003 - March 2005
MFS Investment Management  December 2000 - April 2003
Ameriprise Financial Services, Inc.   June 2000 - November 2000

Skills
Microsoft Office 2007, RFP Machine, PMAPS, Factset, FundStation/Perform, RFP, Investments, Proposal Writing, Portfolio Management, Mutual Funds, Marketing Communications, Project Management, Organization &..., Investment Management, Management, Relationship Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Financial Services, Finance, Securities, Equities, Microsoft Office

Education
Suffolk University: Sawyer Business School   2003 — 2006
Master of Business Administration (M.B.A.), Organizational Behavior

Boston University   1996 — 2000
Bachelor of Science, Business Administration; Finance

Kay Somogye Kay Somogye Homosassa, Florida Details
Kay Somogye's Ameriprise Financial Services, Inc. Experience April 2004 - January 2009
Job Accountant
Industry Accounting
Experience
Allan Feldstein, CPA   May 2010 - February 2012
H&R Block  2009 - 2011
Ameriprise Financial Services, Inc.   April 2004 - January 2009
Beyond the Garden   April 2001 - April 2004
Pump Engineering Inc.   May 2000 - April 2001
Private Industry Collaborative   August 1998 - May 2000
Intermedia Communication of Florida   May 1995 - July 1998
Time Warner Inc (Time Customer Service, Inc.)   September 1987 - May 1995

Skills
Tax Preparation, Tax, Accounting, Budgeting, Funding, Microsoft Office, Excel, Lucerte, Quickbooks, Financial Analysis, Financial Planning, Financial Reporting, Financial Accounting

Education
Bowling Green State University   1977 — 1981
BS Bus Adm, Accounting

Bowling Green State University   1977 — 1981
Bachelor of Science (BS), Accounting

Jay Theis, CFP®, CRPC® Jay Theis, CFP®, CRPC® Sheldon, Iowa Details
Jay Theis, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2002 - Present
Gateway  September 1994 - July 2002

Education
Briar Cliff University   1989 — 1993
Bachelor of Arts, Business Administration

Eric Henly Eric Henly Greater Minneapolis-St. Paul Area Details
Eric Henly's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Lead Business Systems Administrator
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2012 - Present
East Side Neighborhood Development Company, Inc.   August 2010 - March 2015
Wells Fargo  May 2007 - December 2011
Wells Fargo  March 2003 - May 2007
Wells Fargo  March 2001 - March 2003
Wells Fargo  March 1999 - March 2001
Wells Fargo  March 1997 - March 1999
Norwest Mortgage, Inc.   December 1995 - March 1997
Accountemps  October 1995 - December 1995

Skills
Management, Strategic Planning, Project Management, Budgets, Nonprofits, Mergers & Acquisitions, Small Business, Leadership, Program Management, Public Speaking, Fundraising, Financial Services, Team Building, Strategy, Leadership Development, Banking

Education
University of Minnesota-Carlson School of Management   2006 — 2010
MBA, Management, Business Strategy

Boston University   1988 — 1989

University of Minnesota-Twin Cities
BA, Political Science

Cyrus Clausen, CRPC® Cyrus Clausen, CRPC® Greater Chicago Area Details
Cyrus Clausen, CRPC®'s Ameriprise Financial Services, Inc. Experience July 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1999 - Present

Education
Marquette University   1995 — 1999
BS, Finance

Boston University   2011 — 2013
Certificate of Financial Planning

Lisa London, CRPC® Lisa London, CRPC® Greater Boston Area Details
Lisa London, CRPC®'s Ameriprise Financial Services, Inc. Experience 2006 - 2009
Job Registered CA at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS  2009 - Present
Cleantech Open  2013 - 2013
Ameriprise Financial Services, Inc.   2006 - 2009

Skills
Investments, Wealth Management, Mutual Funds, Series 7, Finance, Retirement Planning, Financial Services, Financial Analysis, Portfolio Management, Asset Allocation

Education
Boston University   2013 — 2016
MBA Candidate

University of Mary Washington   2002 — 2006
BA, Business Administration

Richard Scherkenbach Richard Scherkenbach Greater Minneapolis-St. Paul Area Details
Richard Scherkenbach's Ameriprise Financial Services, Inc. Experience May 2012 - April 2013
Job Bailiwick
Industry Computer Networking
Experience
Bailiwick  2015 - 2015
AT&T  May 2012 - April 2013
Ameriprise Financial Services, Inc.   May 2012 - April 2013
Plexus Synapse Consulting, Inc   January 2006 - January 2013
DJ&MaxNet, Inc   January 1991 - January 2006

Skills
Fiber Optics, Telecommunications..., VoIP, Troubleshooting, Telecommunications, Wireless, Wireless Networking, Networking, Network Design, Network Engineering, Ethernet, IP, Network Architecture, Computer Network..., DSL, ATM networks, Telephony, Frame Relay, IPT, Copper Cabling, WAN, Routing, Data Center, Vendor Management, VPN, Disaster Recovery, Cisco Technologies, Integration, Process Improvement, Switches, TCP/IP

Education
Capella University   2009 — 2011
Masters

Metropolitan State University   2005 — 2006
BA

Metropolitan State University   2004 — 2006
Bachelor of Arts (B.A.)

Inver Hills Community College   2003 — 2004
AA

Dakota Count Technical College   2000 — 2000
Certificate

UCLA   1981 — 1981
Certification

Boston University School of Medicine   1980 — 1980
Certification

Judy Carryl-Young Judy Carryl-Young Greater Boston Area Details
Judy Carryl-Young's Ameriprise Financial Services, Inc. Experience June 2000 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2000 - Present

Education
Boston University School of Law   1998 — 1999
LL.M, Banking and Financial Law

The University of the West Indies   1988 — 1991
JD, Law

David Root David Root Greater Boston Area Details
David Root's Ameriprise Financial Services, Inc. Experience February 2001 - February 2005
Job Director Institutional Sales at Quartz Partners Investment Management
Industry Financial Services
Experience
Quartz Partners Investment Management   February 2015 - Present
PageOne Financial   June 2012 - February 2015
Direxion Funds   January 2011 - July 2011
Direxion Shares   January 2009 - January 2011
John Hancock Funds  June 2006 - October 2008
Putnam Investments  February 2005 - May 2006
Ameriprise Financial Services, Inc.   February 2001 - February 2005

Skills
Morningstar, Zephyr, Bloomberg, Excel, ETFs, SMA Sales, Marketing, Business Development

Education
Brandeis University   1998 — 2002
BA, Econ

Cheshire Academy

Paul Favre Paul Favre Greater Minneapolis-St. Paul Area Details
Paul Favre's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Senior Product Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2013 - Present
Ameriprise Financial Services, Inc.   February 2010 - August 2013
RBC Wealth Management  January 2008 - February 2010
RBC Dain Rauscher  December 2006 - January 2008
RBC Wealth Management  October 2005 - December 2006
RBC Dain Rauscher  September 2004 - October 2005

Skills
Wealth Management, Asset Management, Managed Accounts, Series 7, Unified Managed Accounts, Separately Managed..., Mutual Funds, Portfolio Management, Securities, Investments, Equities, Series 63, Asset Allocation, Fixed Income, Financial Services, Business Analysis, Relationship Management, Strategic Financial..., Finance, Project Management, Product Development, Investment Advisory, FINRA, Brokerage, Requirements Gathering, Vendor Management, Business Requirements, Fiserv, Process Improvement, Leadership, SDLC, Business Process..., Requirements Analysis, Risk Management, Analysis, Series 65, Series 66, Project Planning, Envestnet, Thomson One, Thomson BETA

Education
Bradley University   1996 — 2001
Bachelor of Science (B.S.), History

George Pittaoulis, CFP®, ChFC®, CLU® George Pittaoulis, CFP®, ChFC®, CLU® Greater Philadelphia Area Details
George Pittaoulis, CFP®, ChFC®, CLU®'s Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial  August 2000 - Present
Ameriprise Financial Services, Inc.   2005 - 2007
Ameriprise Financial Services, Inc.   2002 - 2005

Education
Boston University   1995 — 1999
Bachelor's degree

timothy batts timothy batts San Francisco Bay Area Details
timothy batts's Ameriprise Financial Services, Inc. Experience December 2008 - February 2009
Job Executive Director at Green Builders & Consultants
Industry Insurance
Experience
Green Builders & Consultants   October 2006 - Present
Ameriprise Financial Services, Inc.   December 2008 - February 2009
CAMICO Mutual Insurance Company  March 1998 - October 2006
CAMICO Mutual Insurance Company  February 1998 - May 2006
The Doctors Company  1993 - 1996

Skills
Risk Management, Insurance, Liability, Management, Training

Education
University of North Carolina School of Law   1986 — 1989

Boston University   1982 — 1986
BA, Psychology

Boston University   1982 — 1986
Bachelor of Art, Psychology

Karen Bamber Karen Bamber Greater Boston Area Details
Karen Bamber's Ameriprise Financial Services, Inc. Experience April 2010 - Present
Job Sr. Manager Technology Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2010 - Present
Bank of America  May 2000 - March 2009
Boston Financial Data Services  March 1997 - May 2000
Federated Investors  April 1995 - March 1997
Grossman's Inc.   May 1974 - March 1995

Skills
Vendor Management, SDLC, Business Analysis, Release Management, IT Strategy, Process Improvement, ITIL, IT Management, PMP, Visio, Data Center, Disaster Recovery, Enterprise Architecture, Financial Services, Information Technology, Management, PMO, Project Management, Requirements Analysis, Project Portfolio..., Software Documentation

Education
Boston University   2009 — 2009
Certificate, Applied Project Management

Quincy College

Kristin E. M. Riemer Kristin E. M. Riemer Buffalo/Niagara, New York Area Details
Kristin E. M. Riemer's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Business Development Manager with the practice of Timothy A. Riemer, CFP(R), MBA
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2014 - Present
Ameriprise Financial Services, Inc.   2012 - May 2014
Ameriprise Financial  2009 - 2012
Ameriprise Financial  2007 - 2009
Ameriprise Financial  2006 - 2007
State University of New York at Buffalo  2003 - 2006

Education
State University of New York at Buffalo   1999 — 2001
MA

Boston University   1991 — 1995
BA

Art Berman Art Berman Greater Minneapolis-St. Paul Area Details
Art Berman's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Chief Executive Officer; Experienced and innovative leader in the Nonprofit and Financial Services industries
Industry Financial Services
Experience
Berman Consulting Partners, LLC   January 2014 - Present
Interfaith Action of Greater Saint Paul   July 2014 - July 2015
Twin Cities RISE!  May 2008 - December 2013
Ameriprise Financial Services, Inc.   2005 - 2006
American Express  1984 - 2005
Booz, Allen & Hamilton   1981 - 1984

Skills
Strategic Financial..., Financial Analysis, Portfolio Management, Banking, Process Improvement, Insurance, Financial Modeling, Strategic Planning, Investments, Series 7, Nonprofits, Non-profits, Budgets, Leadership, Management Consulting, Finance, Mutual Funds, Mergers & Acquisitions, Relationship Management, Corporate Finance, Risk Management, Strategy, Executive Management, Due Diligence, Managerial Finance, Management, Financial Services, Business Analysis, Cash Management, Program Management, Credit, Asset Management, Securities, Treasury Management, Asset Allocation, Valuation, Wealth Management, Financial Advisory, Capital Markets, Investment Management, Financial Risk, Fixed Income, Financial Reporting, Business Excellence, Trusted Business Partner, Trusted Business Advisor, Values-based Leadership, Financial Planning

Education
Bowdoin College
BA, magna cum laude, Economics

University of Pennsylvania - The Wharton School
MBA, Finance

Casey Crum Casey Crum Columbus, Ohio Area Details
Casey Crum's Ameriprise Financial Services, Inc. Experience December 2002 - August 2013
Job Associate
Industry Financial Services
Experience
JPMorgan Chase  August 2013 - Present
Ameriprise Financial Services, Inc.   December 2002 - August 2013
Spherion  November 2000 - December 2002
24 Hour Fitness  April 2000 - October 2000
The Fitness Company  November 1996 - April 2000

Education
Nova Southeastern University   2011 — 2012
Graduate Certificate, Information Security Management, 3.80

Nova Southeastern University   2008 — 2010
MS, Management Information Systems, 3.77

Bowling Green State University   1992 — 1996
B.S., Exercise Physiology, 3.12

Robert Somma, CFP® Robert Somma, CFP® Westport, Connecticut Details
Robert Somma, CFP®'s Ameriprise Financial Services, Inc. Experience September 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1992 - Present

Education
Boston University   1981 — 1986
Bachelor of Science (B.S.), International Relations and Affairs

Henry Cormier Henry Cormier Hartford, Connecticut Area Details
Henry Cormier's Ameriprise Financial Services, Inc. Experience July 2001 - Present
Job CFP® Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2001 - Present
Ameriprise Financial Services, Inc.   July 1995 - July 2001
Ameriprise Financial Services, Inc.   January 1989 - July 1995

Education
Bridgewater State College
M.Ed, Education/Business

University of Minnesota - Carlson School of Management
Executive Management Development

Jonathan Livingston Jonathan Livingston Cleveland/Akron, Ohio Area Details
Jonathan Livingston's Ameriprise Financial Services, Inc. Experience July 2007 - July 2009
Job VP Branch Manager
Industry Financial Services
Experience
KeyCorp  July 2014 - Present
Livingston Outdoor Supply, LLC   March 2013 - Present
PNC  July 2009 - July 2014
Ameriprise Financial Services, Inc.   July 2007 - July 2009
Macy's  August 2001 - September 2007

Skills
Strategic Financial..., Investments, Financial Analysis, Coaching, Credit, Customer Service, Insurance, Sales, Strategic Planning, Series 7, Team Building, Banking, Leadership, Microsoft Excel, Risk Management, Retail Banking, Loans, Retirement Planning, Finance, Management

Education
Bowling Green State University   2002 — 2007
Bachelor of Business Administration (B.B.A.), Business Finance

Executive Leadership, Cornell University   2012 — 2012
Executive Leadership, Business Administration, Management and Operations

High Performance Leadership, Cornell University   2012 — 2012
High Performance Leadership, Business Administration and Management, General

American Bankers Association   2013 — 2014
AIB Bank Financial Management, Finance and Financial Management Services, A

Samuel Lookner MBA, CFP, ChFC, CLU Samuel Lookner MBA, CFP, ChFC, CLU Wellesley Hills, Massachusetts Details
Samuel Lookner MBA, CFP, ChFC, CLU's Ameriprise Financial Services, Inc. Experience May 1998 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 1998 - Present

Education
Boston University   1987 — 1997
BA, MBA

Joseph Salvati, CFP® Joseph Salvati, CFP® Naples, Florida Details
Joseph Salvati, CFP®'s Ameriprise Financial Services, Inc. Experience February 2003 - May 2006
Job Senior Vice President at The Colony Group
Industry Financial Services
Experience
The Colony Group  January 2010 - Present
The Ayco Company, L.P.   June 2006 - January 2010
Ameriprise Financial Services, Inc.   February 2003 - May 2006

Skills
Wealth Management, Estate Planning, Tax Planning and..., Retirement Planning, Asset Allocation, Portfolio Management

Education
Brandeis University   1996 — 2000
BA, ENGLISH AND AMERICAN LITERATURE

Salisbury

Lars Haaland, MA, FALU Lars Haaland, MA, FALU Greater Minneapolis-St. Paul Area Details
Lars Haaland, MA, FALU's Ameriprise Financial Services, Inc. Experience 2000 - 2005
Job Senior Underwriting Consultant at Reinsurance Group of America, Incorporated
Industry Insurance
Experience
Reinsurance Group of America, Incorporated  March 2014 - Present
ValMark Securities  2009 - Present
ING Insurance / Investment Management  2005 - 2009
Ameriprise Financial Services, Inc.   2000 - 2005

Skills
Underwriting, Insurance, Life Insurance, Long-term Care, Disability Insurance, Counseling Psychology, Mentoring, Project Planning

Education
Saint Mary's University of Minnesota   1998 — 2007
Master of Arts (MA), Counseling Psychology

Boston University   1986 — 1990
Bachelor's degree, International Relations and Affairs

Heidi Lewis Ivey Heidi Lewis Ivey Greater Boston Area Details
Heidi Lewis Ivey's Ameriprise Financial Services, Inc. Experience April 2011 - November 2011
Job Technical Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  November 2013 - Present
PureSpring Global Commission   January 2014 - Present
PureSpring Institute   2012 - January 2014
State Street  December 2012 - November 2013
Boston Technologies Inc  November 2011 - 2012
Ameriprise Financial Services, Inc.   April 2011 - November 2011
Bank of New York Mellon  October 2005 - February 2011
Keane  2004 - 2005
MFS Investment Management  October 2002 - September 2004

Skills
Cross-functional Team..., Business Development, Product Management, Leadership, Strategic Planning, Risk Management, Customer Service, Product Development, Management, Outsourcing, Performance Management

Education
Boston University   2008 — 2011
Bachelor of Science, Business Administration and Management

Shon Williams Shon Williams Lewisville, Texas Details
Shon Williams's Ameriprise Financial Services, Inc. Experience 2004 - 2006
Job Customer Analysis | Marketing Analysis | Credit Risk Management | Statistical Modeling | Profit Optimization
Industry Financial Services
Experience
JPMorgan Chase  March 2014 - Present
Oak Creek Analytic Solutions   April 2012 - March 2014
Capital One  April 2010 - March 2012
Ameriprise Financial  2006 - 2008
Ameriprise Financial Services, Inc.   2004 - 2006
American Express  2002 - 2004
American Express  2002 - 2002
American Express  1997 - 2002

Skills
SAS, Predictive Modeling, Statistical Modeling, Predictive Analytics, Segmentation, Credit, Strategy, Analytics, Analysis, Econometrics, Financial Risk, Basel II, Risk Management, Business Intelligence, Logistic Regression, Leadership, Credit Risk, Portfolio Management, CRM, Valuation, Statistics, Cross-functional Team..., Time Series Analysis, Data Mining, Banking, Finance, Management, Credit Cards, Marketing Analytics

Education
Texas A&M University
Ph.D, Agricultural Economics

BYU
B.S, M.S., Agricultural Economics

Jeffrey Packman Jeffrey Packman Greater Seattle Area Details
Jeffrey Packman's Ameriprise Financial Services, Inc. Experience December 2006 - Present
Job Financial Advisor, Assoc.V.P. at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2006 - Present

Education
Tulane University   1975 — 1976
Masters

Boston University   1971 — 1975
B.A.

Irwin Persaud Irwin Persaud Beverly Hills, California Details
Irwin Persaud's Ameriprise Financial Services, Inc. Experience March 2013 - July 2015
Job Wealth Management Advisor at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Wealth Management  July 2015 - Present
Ameriprise Financial Services, Inc.   March 2013 - July 2015

Skills
Investment Management, Portfolio Management, Asset Management, Investment Strategies, Investment Advisory, Financial Planning, Retirement Planning, Retirement Income..., Financial Risk, Tax-advantaged..., Alternative Investments, Retirement Solutions, Estate Planning, Tax Planning

Education
Columbia University - Columbia Business School   1997 — 1999
MBA

Boston University   1986 — 1990
BA - Economics

Scott Covington Scott Covington Austin, Texas Area Details
Scott Covington's Ameriprise Financial Services, Inc. Experience January 2009 - January 2012
Job CFO at Prime Wealth Strategies, LLC
Industry Financial Services
Experience
Prime Wealth Strategies   August 2013 - Present
Alamo Asset Advisors, LLC   January 2012 - September 2013
Ameriprise Financial Services, Inc.   January 2009 - January 2012
Citi/ Smith Barney  December 2005 - December 2008
Edward Jones  September 2003 - December 2005
Charles Schwab  1997 - 2002

Skills
Financial Planning, Asset Management, Retirement Planning, Wealth Management, Investments, Estate Planning, Life Insurance

Education
College for Financial Planning   2011 — 2012
CFP, Certified Financial Planner

Embry Riddle Aeronautical University   1993 — 1995
MBA, Aviation Administration

Brigham Young University   1990 — 1993
B.S., Recreation Management

Curtis Christensen Curtis Christensen Phoenix, Arizona Area Details
Curtis Christensen's Ameriprise Financial Services, Inc. Experience January 2000 - July 2003
Job Chief Compliance Officer at Longboard Asset Management
Industry Financial Services
Experience
Longboard Asset Management  October 2013 - Present
M. S. Howells & Co.   2010 - Present
MSH Capital Advisors   2011 - Present
Countrywide  June 2006 - March 2009
Banc of America Investments  2008 - 2009
Zions Bank  July 2003 - June 2006
Ameriprise Financial Services, Inc.   January 2000 - July 2003

Skills
Investments, Financial Services, Finance, Securities, Hedge Funds, Mutual Funds, Series 7, Financial Analysis, Equities, FINRA, Leadership, Portfolio Management, Trading, Asset Management, Alternative Investments, Alternative Mutual Funds

Education
University of Minnesota - Carlson School of Management   1994 — 1995
MBA, Finance

Brigham Young University
B.S., Business Management

Sandy Yinger Sandy Yinger Dublin, Ohio Details
Sandy Yinger's Ameriprise Financial Services, Inc. Experience March 1997 - October 2010
Job Senior Administrator, Quality & Regulatory Affairs
Industry Executive Office
Experience
Cardinal Health  October 2010 - Present
Ameriprise Financial Services, Inc.   March 1997 - October 2010

Education
Bowling Green State University

Jason Moses Jason Moses Greater Minneapolis-St. Paul Area Details
Jason Moses's Ameriprise Financial Services, Inc. Experience June 2005 - September 2005
Job Strategy Manager at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific  February 2014 - Present
American Medical Systems  March 2013 - February 2014
Boston Scientific  July 2010 - March 2013
Boston Scientific  January 2009 - July 2010
Boston Scientific  March 2008 - January 2009
Boston Scientific  June 2006 - February 2008
Ameriprise Financial Services, Inc.   June 2005 - September 2005
Compass Enterprises, Inc   January 2002 - September 2004

Skills
Sales, Product Launch, Market Development, Marketing, Medical Devices, Cross-functional Team..., Team Leadership, Competitive Analysis, Marketing Strategy, Product Development, Product Marketing, Strategy, Management, Strategic Planning, Product Management, Cardiology, Leadership, Global Marketing, New Business Development, Commercialization

Education
University of Minnesota - Carlson School of Management   2004 — 2006
MBA, Strategy, Marketing and Finance

Brigham Young University   1999 — 2002
BS, Business

Benjamin Magoun, CFP® Benjamin Magoun, CFP® Greater Boston Area Details
Benjamin Magoun, CFP®'s Ameriprise Financial Services, Inc. Experience 2004 - 2007
Job Investment Advisor & Registered Representative of Commonwealth Financial Network
Industry Financial Services
Experience
Fitzwilliam Financial   April 2007 - Present
Ameriprise Financial Services, Inc.   2004 - 2007

Skills
Financial Planning, Portfolio Management, Insurance, Investments, Wealth Management, Retirement Planning, Asset Management, Retirement, Mutual Funds, Pensions, Investment Strategies

Education
Boston University   2008 — 2010
CFP Program

Salve Regina University   1998 — 2003
Bachelor of Science, Business, Information Systems

Hanover High

Mike Laubinger Mike Laubinger Charlotte, North Carolina Area Details
Mike Laubinger's Ameriprise Financial Services, Inc. Experience July 2003 - March 2008
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  March 2008 - Present
Ameriprise Financial Services, Inc.   July 2003 - March 2008
U.S. Coast Guard   September 1995 - September 1999

Education
Bridgewater State University   1999 — 2003
Bachelor’s Degree

Elizabeth Fiattarone Elizabeth Fiattarone Greater Seattle Area Details
Elizabeth Fiattarone's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Owner/Artist at Dead Poppies Creative Studio
Industry Accounting
Experience
Personal and Business Tax Solutions   2012 - Present
Dead Poppies Creative Studio   2001 - Present
Perkins Coie LLP  2010 - 2013
Kingman Winslow LLC  2007 - 2010
Ameriprise Financial Services, Inc.   2006 - 2007
Dorsey & Whitney LLP  January 2000 - January 2002
Golden Gate University School of Taxation   1996 - 2000
U.S. Department of the Treasury   May 1994 - December 1999
University of Washington School of Law  1998 - 1999
Lannen Beggs and Malancon   September 1991 - October 1993

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Editing, Strategic Planning, Negotiation, QuickBooks, Lacerte, Access

Education
Boston University School of Law   1986 — 1987
Master of Laws (LL.M.), Taxation

University of Oregon School of Law   1983 — 1986
Doctor of Law (J.D.)

Universität Salzburg / University of Salzburg   1985 — 1985
Certificate International Law, Law--International Transactions

Linfield College   1979 — 1983
BA, Arts and Economics

Universität Wien / University of Vienna   1981 — 1981

Jonathan SK Jonathan SK Greater Chicago Area Details
Jonathan SK's Ameriprise Financial Services, Inc. Experience 2000 - 2005
Job Senior Advisor & Consultant at KhroniclePartners, Inc.
Industry Investment Management
Experience
KhroniclePartners Inc.   April 2011 - Present
Goldman Sachs  2007 - 2011
KKR  2005 - 2007
Ameriprise Financial Services, Inc.   2000 - 2005
KPMG  1991 - 2000

Education
Boston University
MBA

Massachusetts Institute of Technology
BA

Venus Wilson Venus Wilson Washington D.C. Metro Area Details
Venus Wilson's Ameriprise Financial Services, Inc. Experience January 2006 - May 2008
Job Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  May 2014 - Present
Thrivent Financial for Lutherans  November 2010 - May 2014
Thrivent Financial for Lutherans  May 2008 - November 2010
Ameriprise Financial Services, Inc.   January 2006 - May 2008

Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Wealth Management, Investment Strategies, Financial Analysis, Life Insurance, IRAs, Portfolio Management, Estate Planning, Fixed Annuities, Mutual Funds, Series 7, Uniform Combined State..., Asset Allocation, Securities, Investment Advisory, Series 66

Education
The American College   2010 — 2012
Designation earned, CLU, CHFC

Bowie State University   1997 — 2001
MA Business Admin/Admin Mgmt, Business Administration and Management, General

University of Redlands   1978 — 1983
BA International Relations

Bowie senior high   1975 — 1978
academic

Rain Flanagan Rain Flanagan Greater Boston Area Details
Rain Flanagan's Ameriprise Financial Services, Inc. Experience June 2000 - October 2001
Job Sr BI Developer at Hypertherm, Inc.
Industry Machinery
Experience
Hypertherm Inc.  February 2012 - Present
Hypertherm Inc.  April 2010 - February 2012
Hypertherm Inc.  June 2006 - April 2010
Ameriprise Financial Services, Inc.   June 2000 - October 2001

Skills
Process Improvement, Forecasting, Analysis, Excel, Planning, Financial Analysis, Problem Solving, Results Oriented, Microsoft Office, Outlook, Financial Modeling, Budgeting, Variance Analysis, Financial Planning, Hyperion, Project Planning, Microsoft Excel, Budgets, Hyperion Enterprise, Strategic Financial..., Continuous Improvement, Product Development, Manufacturing, Sales Management, New Business Development, Six Sigma, Accounting, Cost Accounting, Lean Manufacturing, Negotiation, Access, Business Analysis, Pricing, Change Management, Account Management, Financial Reporting, Strategic Planning, Project Management

Education
Boston University   2012 — 2015
MCIS

Smith College   1996 — 2000
B.A, Economics

Callie Slama Callie Slama Minneapolis, Minnesota Details
Callie Slama's Ameriprise Financial Services, Inc. Experience September 2011 - January 2012
Job Recruiting Solutions Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2011 - January 2012
Ameriprise Financial Services, Inc.   2011 - 2012

Education
Brigham Young University

Forrest Simenson Forrest Simenson Greater Minneapolis-St. Paul Area Details
Forrest Simenson's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Senior Capital Markets Financial Analyst at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   September 2013 - Present
Manulife Asset Management  April 2012 - September 2013
Numeric Investors  November 2009 - April 2012
Fidelity Investments  October 2008 - February 2009
Fidelity Investments  September 2006 - June 2008
May Labs   June 2005 - September 2006
Spiral Manufacturing Co.   February 2005 - June 2005
Wisconsin News Lab   August 2002 - December 2004
Goodrich Pharmacy  January 1997 - August 2000

Skills
Risk Management, Portfolio Management, Fixed Income, Accounting, Fund Accounting, Data Analysis, Financial Modeling, Valuation, Investment Management, Corporate Actions, Business Analysis, Microsoft Excel, SAS, Funding, SQL, Microsoft Office, Analysis

Education
Boston University   2011 — 2012
Master of Science (MS), Investment Management

University of Wisconsin-Madison   2000 — 2004
Bachelor of Arts (BA), Geographic Information Science and Cartography

Anoka High School   1996 — 2000

Paul Wilkin Paul Wilkin Saint Louis, Missouri Details
Paul Wilkin's Ameriprise Financial Services, Inc. Experience January 1994 - May 2000
Job Principal Consultant at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting  October 2005 - Present
Oxford Financial Group, Ltd.   May 2000 - October 2005
Ameriprise Financial Services, Inc.   January 1994 - May 2000

Skills
Financial Analysis, Asset Allocation, Investments, Investment Strategies, Asset Management, Mutual Funds, Financial Modeling, Fixed Income, Due Diligence

Education
The Ohio State University   1984 — 1986
Master of Business Administration (M.B.A.), Finance, General

Bowling Green State University   1980 — 1984
Bachelor's Degree, Economics

John McClurkin John McClurkin Las Vegas, Nevada Details
John McClurkin's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Registered Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2012 - Present
Ameriprise Financial Services, Inc.   January 2010 - April 2012
WAMU Investments, Inc  January 1997 - May 2009

Education
Bradley University
Bachelor's degree, Mathematics - Psychology

Lamarr Anthony Lamarr Anthony Cleveland/Akron, Ohio Area Details
Lamarr Anthony's Ameriprise Financial Services, Inc. Experience January 1999 - August 2006
Job
Industry Retail
Experience
Family Dollar  September 2007 - May 2012
Ameriprise Financial Services, Inc.   January 1999 - August 2006
National City Bank  August 1982 - February 1998
National City Bank  August 1982 - February 1998
National City Bank  August 1982 - February 1998

Education
Bowling Green State University   1976 — 1978
Master of Business Administration (MBA), Finance and Marketing, 3.0

Bowling Green State University   1970 — 1974
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General, 2.5

Donald Logan Donald Logan Columbus, Ohio Details
Donald Logan's Ameriprise Financial Services, Inc. Experience January 2005 - March 2006
Job Data Manager at The Ohio State University Wexner Medical Center
Industry Hospital & Health Care
Experience
The Ohio State University Wexner Medical Center  September 2014 - Present
Citi  August 2011 - September 2014
Citi  June 2008 - August 2011
ProShare Advisors, LLC  March 2006 - June 2008
Ameriprise Financial Services, Inc.   January 2005 - March 2006

Skills
Vendor Management, Vendor Transition, Training Development &..., Managing Workflow, Process Efficiency, Process Improvement, Lean Thinking, Reporting & Analysis, Complex Systems, Performance Management, Coaching, Staff Development, Critical Thinking, Problem Solving, Analytical Skills, Time Management, High Organizational..., Written & Oral..., Microsoft Excel, Microsoft Word, Access Database, Microsoft Office

Education
Bowling Green State University
Bachelor of Business Administration (BBA), Finance

David Palumbo David Palumbo Rochester, New York Details
David Palumbo's Ameriprise Financial Services, Inc. Experience May 2006 - October 2007
Job VP, Branch Office Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2013 - Present
Fidelity Investments  June 2011 - January 2013
Army National Guard  January 2000 - January 2012
Fidelity Investments  November 2007 - June 2011
Ameriprise Financial Services, Inc.   May 2006 - October 2007

Skills
Financial Services, Branch Banking, Investments, Securities

Education
Bowling Green State University

Scott Covington Scott Covington Austin, Texas Details
Scott Covington's Ameriprise Financial Services, Inc. Experience 2009 - 2012
Job Financial Advisor
Industry Financial Services
Experience
Prime Wealth Strategies   2013 - Present
Alamo Asset Advisors   2012 - 2013
Ameriprise Financial Services, Inc.   2009 - 2012

Skills
Finance, Retirement Planning, Series 7, Wealth Management, Retirement, Financial Planning, Mutual Funds, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Series 63

Education
Embry Riddle Aeronautical University-Prescott   2003 — 2005
Master of Business Administration (MBA), Aviation Administration

Brigham Young University   1999 — 2002

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