Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
Charter Advisory Corporation January 2009 - Present
Ameriprise Financial Services, Inc. January 2008 - December 2008
Insurance Specialists of Indiana January 2002 - December 2007
Skills
Financial Advisory, Wealth, Employee Benefits, Tax, Uniform Combined State..., FINRA, Personal Finance, Time Management, Portfolio Management, Asset Management, Alternative Investments, Equities, Asset Allocation, Financial Analysis, Fixed Annuities
Education
Butler University
Master of Arts (MA), Social Ethics
Wheaton College
Bachelor of Arts (BA), Philosophy
Aspen Leaf Partners August 2012 - Present
Ameriprise Financial Services, Inc. August 2007 - August 2012
Skills
Financial Planning, Investments, Retirement Income..., Retirement Planning, Saving for Education, Investment Advisory, Asset Allocation, Protection..., Strategic Financial..., Securities, Personal Financial..., Series 7, Investment Strategies, Mutual Funds, Wealth Accumulation, Financial Planners, Investment Management, Debt Elimination, Fixed Annuities, Wealth, Plannning, Wealth Management, Domestic Partner..., Tax Reduction, College Education...
Education
College for Financial Planning
Chartered Retirement Planning Counselor, Financial Planning and Services
Syracuse University 1998 — 2000
Bachelor of Applied Science (BASc), Natural Resources Management and Policy
Broome Community College 1996 — 1998
Associate's degree, Liberal Arts with Science Emphasis
Information Technology and Services 2014 - Present
Ameriprise Financial Services, Inc. 2014 - Present
Fischer International Identity 2000 - 2014
Fischer International Systems Corporation 1995 - 2000
Macy's 1993 - 1995
IBM 1986 - 1993
Skills
Product Management, Business Analysis, Security, Identity Management, Solution Selling, Sales Enablement, Sales Process, SaaS, Cloud Computing, Sales Engineering, Go-to-market Strategy, Enterprise Software, Professional Services, Business Alliances, Strategic Partnerships, Lead Generation, Salesforce.com, Business Development, Channel Partners, Partner Management, Product Marketing, Software Development, Online Advertising, Strategic Planning
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.)
Florida Atlantic University
Bachelor of Applied Science (B.A.Sc.), Computer Systems
Broward College
Associate of Science (A.S.), Computer Science
Takoda Institute
Social Media Certificate Program
RG llc June 2014 - Present
Ameriprise Financial Services, Inc. May 2015 - July 2015
MacArthur Co. 2006 - July 2014
MacArthur Co. 2006 - 2009
Independent Contractor 2000 - 2006
SERVICE 800 1998 - 2000
Skills
IT Management, IT Strategy, Cisco Technologies, Network Design, Active Directory, Contract Negotiation, VMware, Hosted Services, Data Center, Hosted Voice, Integration, Disaster Recovery, Security, Troubleshooting, VoIP, Project Management, IT Service Management, Cisco Call Manager, NetApp, Networking, Mergers & Acquisitions, MacGyver, Servers, WAAS, BladeCenter, Software Documentation, Problem Solving, Process Improvement, Infrastructure, Virtualization, WAN, Databases, LAN-WAN, Windows Server, Switches, Windows XP, Synology, Cloud Computing, Information Technology, Technical Support, Network Administration, Strategic Planning, Vendor Management, Leadership, Enterprise Software, Strategy, Telecommunications, Team Leadership
Education
Metropolitan State University 2015 — 2017
Bachelor's Degree, Computer/Information Technology Administration and Management
Benchmark Learning 2013 — 2013
Cisco CCNA
Brown College 2002 — 2003
Associate of Applied Science (AASc), Computer Programming, 4.0
Ascolta
CCNA, Cisco Routers/Switches/Call Manager/CME
KRS Computer and Business 2000 — 2001
Network Administration and Design, MCSE, 4.0
Option Scholar 2012 - Present
Baystate Financial Services 2008 - 2012
Ameriprise Financial Services, Inc. 2001 - 2008
Skills
Strategic Financial..., Options Strategies, Investment Strategies, Retirement Planning
Education
Brown University 1976 — 1980
Self-employed January 2007 - Present
Ameriprise Financial Services, Inc. 2002 - July 2006
American Express 1996 - 2006
Skills
Performing Arts, Music, Music Production, Audio Engineering, Audio Editing, Digital Audio, Audio Processing, Audio Post Production, SQL, Sybase Adaptive Server, Java, XML, Relational Databases, COBOLII, JCL, C++, Microsoft Office, Sound, Video, Recording, Entertainment
Education
Brown College 2004 — 2005
Certificate in Computer Science, Computer Science, A
Ameriprise Financial Services, Inc. November 2009 - Present
H&R Block Financial Advisors May 1995 - November 2009
Olde Corporation May 1995 - December 1999
Education
Bryant University 2001 — 2003
Certificate Program, Certified Financial Planner
Daniel Webster College 1989 — 1993
Bachelor of Science, Aviation Management with Flight Operations
Daniel Webster College 1989 — 1993
Associate of Science (AS), Accounting
Columbia Threadneedle Investments, US August 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - Present
Geek Squad October 2011 - October 2012
Bank of America January 2009 - July 2009
Year Up January 2008 - January 2009
Year Up 2008 - 2009
Skills
Oracle SQL Developer, Visual C++, Visual Basic, HTML, Dreamweaver, OS Virtualization, VMware Workstation, Troubleshooting, Microsoft Office 2010, Customer Service, Microsoft SharePoint..., ServiceNow IT Service..., SCCM, MS Operating System, Technical Support, SharePoint, Help Desk Support, Software Installation, Active Directory, Hardware, VMware, Operating Systems, Windows, Computer Hardware, System Deployment, Laptops, Printers, Windows 7, Outlook, Computer Repair, Blackberry, Blackberry Enterprise..., Citrix, C, OS X, VPN, Microsoft Office, PowerPoint
Education
UMass Boston 2013 — 2015
Bachelor's degree, Information Technology Project Management, A
Bunker Hill Community College 2010 — 2013
Associates in Science, Information Technology, 3.3
Cambridge College 2008 — 2009
Certificate of Completion, Computer Technology/Computer Systems Technology, 3.7
Federal Reserve Bank of Minneapolis April 2014 - Present
Federal Reserve Bank of Minneapolis July 2012 - March 2014
Federal Reserve Bank of Minneapolis June 2010 - July 2012
Ameriprise Financial Services, Inc. March 2008 - June 2010
Skills
Risk Management, Customer Service, Strategic Planning, Change Management, Financial Analysis, SharePoint, Microsoft Office Suite, Avaya Telephony..., Cisco Networking..., Analytics, Diagnostics
Education
Brown College 2002 — 2005
Equivalent of AS, Information and Networking Technology
Ameriprise Financial Services, Inc. 2007 - Present
Novelty Machine and Supply 2006 - 2007
Iowa Office Supply 2002 - 2006
Education
Buena Vista University 1998 — 2002
BA, Economics, Marketing
First American Financial Corporation July 2015 - Present
Columbia Steel, Inc. September 2014 - April 2015
Ameriprise Financial Services, Inc. November 2013 - September 2014
California Eighth Congressional District Campaign October 2013 - June 2014
Cactus Bingo Supply, Inc. September 2011 - June 2013
Steven's Hope for Children July 2011 - April 2012
Chinese American Association of Chino Hills November 2010 - September 2011
Post-Secondary and Private Employers August 2008 - July 2010
Math Department, California Polytechnic University, Pomona September 2007 - September 2008
Skills
Leadership, Microsoft Excel, Research, QuickBooks, Microsoft Word, Program Management, Bookkeeping, Accounts Payable, Accounts Receivable, Administrative..., Payroll, Budgets, Teamwork, Editing, Management, Customer Service, Cashflow Analysis, Vlookup, MS Excel Pivot Tables, Higher Education, NPV, Project Management, Outlook, Government Accounting, Administration, Accounting, PowerPoint, Personal Income Tax..., Peachtree, Marketing, Training, Sales, Event Planning, Office Management, Tutoring, Microsoft Access, Time Management, Data Entry, Financial Accounting, Marketing Strategy, Non-profit..., Political Campaigns
Education
California State Polytechnic University-Pomona
Bachelor's Degree, Business Administration: Finance, Major GPA: 3.58
Chaffey College
Associate's Degree, Accounting, Office Management, and Liberal Arts and Sciences, Chaffey GPA: 3.78
Ameriprise Financial Services, Inc. 1993 - Present
Skills
Strategic Planning, Diligence, Compliance, Coaching, Client Relationships, Ability to Listen
Education
The University of South Dakota 1990 — 1991
MBA, Marketing and Finance
Buena Vista University 1984 — 1986
BA, Business
Maxim Healthcare Services April 2015 - Present
Expanxion January 2015 - April 2015
PlanMember Financial Corporation June 2013 - January 2015
Eric Ericsson's Fish Company May 2010 - June 2013
State Farm May 2012 - January 2013
Ameriprise Financial Services, Inc. August 2012 - December 2012
Black Angus Steakhouses October 2009 - April 2011
JCPenney November 2008 - October 2009
Mervyns June 2007 - November 2008
Dippin' Dots, Inc. June 2006 - June 2007
Skills
Customer Service, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Microsoft Office, Time Management, Hospitals, Marketing, Finance, Sales, Teamwork, Public Speaking, Analysis, Social Networking, Graphic Design, Retirement Planning, Technical Recruiting, Photoshop, Recruiting
Education
California State University-Channel Islands 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, Minor in Art
Ventura College 2008 — 2010
The Golf Club at Rio Vista January 2015 - Present
Alamo Capital February 2014 - December 2014
Northland Securities July 2013 - January 2014
Ameriprise Financial Services, Inc. April 2011 - July 2013
Skills
Retirement, Insurance, Financial Analysis, Investments, Retirement Planning, Financial Advisory, Sales Management, Series 7, Finance, Mutual Funds, Wealth Management, Asset Allocation, Series 63, Investment Advisory, Uniform Combined State..., Investment Strategies, Employee Benefits
Education
California State University-Chico 1985 — 1990
Scottrade April 2015 - Present
Brokers Financial Services, LLC March 2013 - February 2015
Principal Financial Group February 2012 - March 2013
Ameriprise Financial Services, Inc. August 2009 - February 2012
MetLife Financial Services October 2008 - July 2009
Golf facilities in Iowa and Minnesota April 2003 - September 2008
Skills
Retirement, Investments, Retirement Planning, Variable Annuities, Mutual Funds, Securities, ETFs, Financial Advisory, IRAs, 401k Rollovers, Fixed Annuities, Life Insurance, Brokerage, Series 7, Series 66, Strategic Financial..., Insurance, Uniform Combined State..., Golf Clubs, Golf Instruction, Disability Insurance, 401k, Financial Planning
Education
Iowa State University - College of Business 2012 — 2015
Master's Degree, Finance
Iowa State University - College of Business 2001 — 2003
BS, Business Management
Buena Vista University 1999 — 2001
Advantage Resourcing - Technical Staffing November 2014 - Present
United Software Corp May 2009 - November 2014
RBC Investor Services June 2007 - April 2009
HSBC November 2006 - May 2007
MoneyGram International March 2002 - October 2006
Digital Fusion January 2002 - March 2002
Wells Fargo February 2001 - August 2001
Ameriprise Financial Services, Inc. August 1997 - February 2001
Wells Fargo June 1996 - August 1997
Compuware July 1995 - June 1996
Skills
Mainframe, DB2, Oracle, CICS, SQL, COBOL, BAL, Solution Architecture, VSAM, Fileaid, Endeavor, Stored Procedures, XML, Visio, IBM Mainframe, Easytrieve, MVS, TSO, Requirements Analysis, Databases, JCL
Education
Brown College 1971 — 1972
Diploma, Computer Programming
Brown College
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. June 2012 - Present
Merrill Lynch August 2006 - June 2012
Education
California State University-Fresno
BS, Agronomy and Crop Science
Ameriprise Financial Services, Inc. February 2012 - Present
Skills
Management, Customer Service, Microsoft Excel, Business Development
Education
Santa Barbara City College 2010 — 2015
Landscape Design
Cal Poly San Luis Obispo 1984 — 1988
Bachelor of Science (B.S.), Agricultural Business and Management
Flagship Harbor Advisors, LPL Financial February 2015 - Present
Ameriprise Financial Services, Inc. September 2005 - February 2015
Axon Sleep Research Labs October 2004 - May 2005
Education
Brown University 2000 — 2004
Bachelor of Science, Computer Engineering
Ameriprise Financial Services, Inc. August 2015 - Present
Archer Daniels Midland Company May 2015 - August 2015
Butler University May 2014 - May 2015
Butler University January 2014 - December 2014
Scherer Bros. Lumber Co. June 2013 - August 2013
Menards May 2012 - May 2013
Skills
Microsoft Excel, Piano, Customer Service, Microeconomics, Microsoft Office, Microsoft Word, HTML, CSS, Macroeconomics, Forklift Operator
Education
Butler University 2013 — 2016
Bachelor's degree, Finance and Economics, 3.93
Benilde-St. Margaret's High School 2009 — 2013
High School Diploma, 3.84
Allianz Life September 2015 - Present
Ameriprise Financial Services, Inc. August 2011 - September 2015
GovDelivery May 2009 - August 2011
Golf Galaxy March 2008 - January 2009
ShopNBC June 2004 - March 2008
MLT Vacations April 2000 - June 2004
Colorspan/VirtualFund.com October 1999 - April 2000
Community Channel.com March 1997 - October 1999
Skills
Web Design, Illustrator, Marketing, Adobe Creative Suite, Dreamweaver, User Experience, Graphic Design, InDesign, Social Media, Online Marketing, Digital Marketing, E-commerce, Advertising, Flash, Interactive Marketing, Email Marketing, Photoshop, Social Media Marketing, Creative Direction, Marketing Communications, Online Advertising, Leadership, Layout, Usability, Teamwork, Content Management
Education
Brown College 1996 — 1998
Topcon Positioning Systems February 2014 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Cunha's Country Store 2011 - 2011
Duarte, Inc. June 2009 - September 2009
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (B.S.), Agricultural Business and Management
Pacific Link International Educational Services (PLIES) January 2011 - June 2012
N/A August 2009 - January 2011
Ameriprise Financial Services, Inc. August 2008 - January 2009
Skills
Public Speaking, Customer Service, Social Media, Leadership, Strategic Planning, Leadership Development, Training, Entrepreneurship
Education
Moody Graduate School 2012 — 2014
Master's Degree, Ministry Leadership
California Baptist University 2005 — 2008
Bachelor's Degree, Business Administration and Management, General
Fudan University 2003 — 2005
Bachelor of Arts (BA), Public / Polical Administration
Ameriprise Financial Services, Inc. October 1987 - Present
Brigham's Inc. September 1978 - December 1987
Howard Johnson's September 1968 - September 1978
Education
Bryant and Stratton College 1968 — 1991
Associates, Management
Braintree High School 1963 — 1967
Ameriprise Financial Services, Inc. September 2012 - August 2014
BANDER Investments January 2012 - June 2012
Thirst July 2011 - November 2011
Education
Brigham Young University - Idaho 2009 — 2012
Bachelor's degree, Finance and Supply Chian Management
Jamison, Grant & Associates, A financial advisory practice of Ameriprise Financial Services, Inc November 2008 - Present
Ameriprise Financial Services, Inc. November 2008 - April 2012
National Football League (NFL) 2006 - 2008
Skills
Mutual Funds, Insurance, Investments, Asset Allocation, Estate Planning, Finance, Portfolio Management, Retirement Planning, Strategic Planning, Retirement, Securities, Investment Strategies, Asset Management, Strategic Financial..., Series 7, Disability Insurance, Wealth Management, 401k, Financial Analysis, Life Insurance, Small Business
Education
California State University-Fresno 2001 — 2006
Business Entrepreneurship
Ameriprise Financial Services, Inc. April 2011 - Present
Ameriprise Financial Services, Inc. July 2010 - March 2011
H&M September 2009 - March 2010
EXPRESS June 2004 - September 2009
County of San Luis Obispo August 2007 - February 2008
Ricondo & Associates 2002 - 2003
Skills
Microsoft Excel, Microsoft Office, Leadership, Adobe Acrobat, Microsoft Word, Outlook, Adobe Creative Suite, ArcGIS, SketchUp, Sales, Customer Service, Management, Social Networking, PowerPoint
Education
California Polytechnic State University-San Luis Obispo 2003 — 2009
Bachelor of Science, City & Regional Planning
Phillip & Sala Academic High School 1999 — 2003
Federal Reserve Bank of Minneapolis August 2012 - Present
OTTASITE BEATZ February 2012 - Present
Cargill October 2006 - Present
CARGILL/WWTS December 2006 - 2012
CARGILL/WWTS October 2007 - December 2010
I.B.M June 2006 - July 2007
M May 2005 - June 2006
Ameriprise Financial Services, Inc. October 2004 - June 2006
Holiday Companies February 2004 - June 2005
M August 2004 - February 2005
Skills
Technical Support, Troubleshooting, Active Directory, Software Documentation, Hardware, Software Installation, Networking, Help Desk Support, Printers, BMC Remedy, Management, Training, Customer Service, Remote Desktop, Remote Access, Research, Windows Server, Laptops, Microsoft Office
Education
Brown College 2002 — 2004
Associates of Applied Science Degree, Information and Networking Technology
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. September 2002 - June 2014
Westvaco Corp 1988 - 2002
Education
California Coast University 1999 — 2002
Doctor of Business Administration, Business Administration
Iona College 1983 — 1987
Master of Business Administration, Finance
North Carolina State University 1973 — 1977
Bachelor of Science, Pulp and Paper Science & Technology
Shaw University 1973 — 1977
Bachelor of Arts, Liberal Arts
Ameriprise Financial Services, Inc. December 2006 - Present
Morgan Stanley October 1995 - December 2006
Guzzardo & Associates 1980 - 1995
Education
Golden Gate University 1984 — 1987
MBA, Marketing
California Polytechnic State University-San Luis Obispo 1974 — 1978
BS, Environmental Design, Landscape Architecure
CoolSport, LLC 2005 - Present
Golf Club Exchange 2005 - 2006
Ameriprise Financial Services, Inc. 1997 - 2006
Leading Edge Promotions 2002 - 2004
Skills
Marketing, Start-ups, Sales, Strategic Planning, Small Business, Selling, Marketing Strategy, Coaching, Business Development, Retail, Sales Management, Training, Sports Marketing, New Business Development, Entrepreneurship, Team Building, Social Media Marketing, Finance, Sales Operations, Leadership, Account Management
Education
Bucknell University
BA, Psychology
Ameriprise Financial Services, Inc. November 2002 - Present
Education
Bryant University 1998 — 2002
Bachelor of Science in Business Administration, Accounting
Electric Insurance Company April 2015 - Present
Electric Insurance Company June 2013 - April 2015
West Hartford Amateur Baseball Association June 2011 - August 2012
Athletic Evolution September 2011 - December 2011
Ameriprise Financial Services, Inc. May 2010 - June 2010
Skills
Microsoft Excel, Microsoft Word, Photoshop, Microsoft PowerPoint, Facebook, Twitter, Instagram, Social Media, Microsoft Office, Customer Service, Public Speaking, PowerPoint
Education
Endicott College 2012 — 2013
Master of Business Administration (MBA)
Endicott College 2009 — 2012
Business Administration with a concentration in International Business
Bryant University 2008 — 2009
Liberty Mutual Insurance July 2013 - Present
Bryant University September 2010 - May 2013
GTECH June 2012 - April 2013
Ameriprise Financial Services, Inc. September 2011 - May 2012
Aetna June 2011 - August 2011
Skills
Internal Audit, Audit Command Language, Excel, Commercial Insurance, Property & Casualty..., Risk Assessment, Organization, Financial Analysis, Financial Modeling, Accounting, Finance, Economics, Investments, PowerPoint, Team Leadership, Time Management, Leadership, Microsoft Excel, Customer Service, Access, Public Speaking, Social Media, Analysis, Microsoft Word, Teamwork
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Admnistration, Finance & Economics, Magna Cum Laude
PHENOMENON March 2015 - Present
Anthropologie September 2013 - April 2015
FleishmanHillard September 2013 - December 2013
Student Language Exchange February 2013 - May 2013
Brown University September 2012 - May 2013
Ameriprise Financial Services, Inc. September 2012 - May 2013
Hawai'i Center for Aquatic Rehabilitation May 2011 - August 2011
Skills
Social Media, Facebook, Photoshop, InDesign, Final Cut Pro, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Pages, Keynote, iMovie, Stata, Strategic Communications, Media Planning, Media Monitoring, Coverage Reports, Media List Building, Accounts Receivable, Appointment Scheduling, Garageband, Creative Writing, Photography, TweetDeck, Twitter, Pinterest, Research, Microsoft Office, Blogging, Editing
Education
Brown University 2009 — 2013
Bachelor of Arts (BA), Economics
Kamehameha Schools Hawai'i 2005 — 2009
Ameriprise Financial Services, Inc. January 2002 - Present
Ameriprise Financial 2001 - Present
Skills
Estate Planning, Retirement Planning, Saving for Education, Asset Allocation, Financial Planning, Investment Advisory, Investments, Financial Advisory, Wealth Management, Investment Strategies, Financial Goals, Retirement, Finance, Strategic Financial..., Insurance
Education
University of Missouri-Kansas City 2003 — 2005
Financial Planning
Butler University - College of Business Administration
Southern Illinois University, Carbondale
BS, Civil Engineering
Eric Margison Photography April 2011 - Present
Allstate August 2006 - February 2008
Ameriprise Financial Services, Inc. September 2005 - May 2006
Skills
Studio Lighting, CGI, Photo Realistic..., Keyshot, Photoshop, Lightroom, Architectural Lighting, Automotive Lighting, HDRI, Photomatix Pro, PTGui Pro, Canon DSLR, Nikon DSLR, Hasselblad, Mamiya, Adobe Bridge, Microsoft Office, Profoto 7A & B lighting..., Norman Lighting Pack, Canon and Nikon..., Mac OS X, PC, Nik Software, White Lighting equipment, Mole Richards Hot Lights, Quicktime, Image Manipulation, Commercial Photography, Graphic Design, Nikon, Image Editing, OS X, Travel Photography, Portrait Photography
Education
Brooks Institute of Photography 2009 — 2012
Bachelor of Arts (B.A.), Commercial Photography, GPA: 3.3
San Diego State University-California State University 1999 — 2005
Bachelor of Science (BSc), Finance, General
LPL Financial May 2014 - Present
Ameriprise Financial Services, Inc. July 2002 - April 2014
Morgan Stanley Smith Barney October 2000 - May 2002
Franklin Templeton Investments August 1999 - September 2000
Skills
Retirement Planning, Investments, Series 7, Retirement, Wealth Management, Investment Advisory, Financial Goals, Mutual Funds, Financial Advisory, Series 63, Asset Allocation, Strategic Financial..., Fixed Annuities, Investment Strategies, 401k, Series 65, Securities, IRAs, 401k Rollovers, 529 Plans, Socially Responsible...
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
Bachelor of Science (B.A.)
Carlmont High School 1990 — 1994
Ameriprise Financial Services, Inc. April 2004 - Present
Education
Brooklyn Law School 1984 — 1987
Doctor of Law (JD)
The George Washington University 1979 — 1983
BA, Political Science
Ameriprise Financial Services, Inc. June 2014 - Present
Amerprise Financial December 2011 - June 2014
AXA Rosenberg May 1999 - February 2011
DPIC 1997 - 1999
Sony Electronic Publishing Company 1993 - 1995
Skills
Calendaring, Attention To Detail, Status Reporting, Able To Multi-task, Organizational..., Financial Reporting, Software Training, Technical Writing, Training & Development, Project Management, Employee Training, Management, Hands-on Training, Asset Management, Research, Software Documentation, CRM, Training, Marketing, Analysis, Customer Service, Budgets
Education
California Polytechnic State University-San Luis Obispo 1983 — 1989
BS, Science; Single Subject Teachers Credential in Physical Science
Ameriprise Financial Services, Inc. November 2009 - Present
BNY Mellon March 2006 - October 2009
Ameriprise Financial 1992 - 2007
Education
Bucknell University 1988 — 1992
Bachelor of Science, Business Administration and Management, General
East Allegheny High School 1984 — 1988
Ameriprise Financial Services, Inc. September 2012 - Present
Morgan Stanley Smith Barney November 2006 - September 2012
A.G. Edwards & Sons, Inc. April 2004 - November 2006
Arandell Corporation December 1999 - March 2004
Banta Corporation January 1994 - December 1999
RR Donnelley May 1985 - July 1992
Education
Bryant University 2001 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS Economics, Marketing
iQor October 2012 - February 2013
NCO Group July 2012 - October 2012
Teleperformance December 2008 - May 2009
Ameriprise Financial Services, Inc. October 2005 - May 2009
Skills
PowerPoint, Microsoft Word, Multi Tasking, Customer Service, Customer Satisfaction, Radio Broadcasting, Telephone Skills, Leadership, Cashiering, Call Centers, Time Management, Social Networking, Data Entry, Lotus Notes, Customer Retention, Outlook, Customer Experience, Troubleshooting, Teamwork, Team Building, Process Improvement, Retail, Windows, Microsoft Office
Education
Weber State University 2009 — 2014
Brown College 1988 — 1990
Bachelor of Science (BS), Radio and Television Broadcasting Technology/Technician
Ameriprise Financial Services, Inc. September 2011 - Present
Bally Technologies February 2009 - April 2011
Mrs. Clean September 1997 - February 2009
Wealth Builders, Inc, September 1997 - January 1998
NET/TECH INTERNATIONAL, INC April 1996 - September 1997
Skills
Administrative..., Process Scheduler, Payroll, Human Resources, Sales, Management, Customer Service, Recruiting, Project Management, Invoicing, Budgets
Education
Thomas Edison State College 2011 — 2011
BA, Criminal Justice
ATLANTIC CAPE COMMUNITY COLLEGE 2009 — 2011
AAS, Paralegal Studies
Atlantic Cape Community College 2008 — 2010
AAS, Paralegal Studies
Brookdale Community College 1992 — 1993
AA, Sociology
Vermont Academy 1980 — 1983
Ameriprise Financial Services, Inc. November 2009 - Present
Ameriprise Financial Services, Inc. November 2006 - June 2009
Education
California State University-Fresno 1980 — 1985
B.S., Dietetics and Food Administration
Ameriprise Financial Services, Inc. October 2014 - Present
CitizensTrust- a division of Citizens Business Bank January 2011 - October 2014
Merrill Lynch January 2009 - January 2011
United States Navy August 2004 - December 2008
Education
California Polytechnic State University-San Luis Obispo 2002 — 2004
B.S., Business Administration
Ameriprise Financial Services, Inc. May 2006 - Present
Skills
Insurance, Customer Service
Education
Florida Atlantic University
Bachelor of Arts (BA), Sociology
Broome Community College
Associate of Arts (A.A.), Liberal Arts
Ameriprise Financial Services, Inc. 1999 - Present
Education
California Lutheran University 2006 — 2008
MBA, Financial Planning
Whittier College 1997 — 2001
BA, Business Administration, Finance
Ameriprise Financial Services, Inc. March 2007 - Present
Ameriprise Financial Services, Inc. May 2001 - February 2007
Ameriprise Financial Services, Inc. 1999 - 2007
Education
California State Polytechnic University-Pomona
BS, Mechanical Engineering
Fifth Third Bank March 2013 - Present
AXA Advisors February 2010 - July 2012
Ameriprise Financial Services, Inc. January 2009 - October 2009
Wachovia Securities, LLC February 2008 - January 2009
BankAtlantic 2004 - 2008
Skills
Banking, Asset Allocation
Education
Broward College 2004 — 2006
Associate's, Business Administration
Florida Atlantic University 2004 — 2006
Ameriprise Financial Services, Inc. March 2006 - Present
Hornblower Cruises & Events April 1990 - March 2012
Education
San Francisco State University 1986 — 1989
Bachelor's degree, Mass Communication/Media Studies
Brown University 1980 — 1983
BA, Mass Communications
Germantown Friends School 1967 — 1980
High School Diploma
Ameriprise Financial Services, Inc. September 2013 - Present
DK Peterson Development July 2010 - September 2012
Education
Brigham Young University - Idaho 2007 — 2013
Bachelor of Science, Business Management
The Law Office of Alerian Hall 2011 - Present
Insight Law Firm February 2012 - June 2013
Ameriprise Financial Services, Inc. 2005 - 2008
Skills
Estate Planning, Legal Research, Legal Writing, Tax, Corporate Law, Estate Law, Legal Assistance, Finance, Estate Tax Planning
Education
University of Washington School of Law 2008 — 2011
JD, Law
University of Washinton School of Law 2008 — 2011
JD, Law, Tax Law
Brown University 2000 — 2004
BA, English Literature
Holistic Primary Care January 2012 - Present
Vibo Music Center May 2011 - Present
WellCall May 2011 - July 2013
WellCall June 2011 - May 2012
FoundHealth Inc. May 2010 - May 2011
California Institute of Integral Studies September 2009 - May 2011
Nago Foods January 2010 - August 2010
Ameriprise Financial Services, Inc. 2010 - 2010
Silverado Resort September 2008 - November 2009
Napa Library Literacy January 2009 - September 2009
Skills
Public Speaking, Event Planning, Wellness Coaching, Teaching, Wellness, Social Media, Yoga, Non-profits, Health Education, Program Development, Fundraising, Research, Editing, Coaching, Nutrition, Nonprofits, Fitness, Personal Development
Education
California Institute of Integral Studies 2009 — 2011
MA, Integrative Health
University of Michigan 2003 — 2007
BA, BMA, Psychology, Vocal Performance
IES Milan 2005 — 2006
Music, Psychology and Italian Studies
Mercy Health System February 2012 - Present
Mercy Health System April 2009 - August 2010
Mercy Health System November 2007 - April 2009
Ameriprise Financial Services, Inc. May 2006 - October 2006
Skills
Revenue Cycle
Education
Cabrini College 2003 — 2007
Bachelors of Science Degree, Human Resource Management, A
Ameriprise Financial February 2007 - Present
Ameriprise Financial Services, Inc. 1997 - 2012
Denise's Career and Golf Wear 1978 - 1983
Minute Maids 1976 - 1978
Education
California State University, Fresno 1999 — 2000
Financial Planning
The American College 1998 — 1999
Ameriprise Financial Services, Inc. July 2006 - Present
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Saving for Education, Finance, Financial Planners, Mutual Funds, Retirement, Series 7, Asset Allocation, Investments, Financial Services, Financial Planning, Microsoft Excel, Investment Strategies, Portfolio Management, Insurance, 401k, Fixed Annuities, Investment Advisory, Banking, Equities, Thompson One, Alternative Investments, Life Insurance, Investment Management, Strategic Planning, Small Business, Fixed Income, FINRA, Loans, Charities, Education Funding, Series 24, Asset Managment, Asset Management
Education
Certified Financial Planner Board of Standard, Inc. 2010 — 2011
CFP ®, Financial Planning
Bryant University 2002 — 2006
B.S., Finance
Milford High School
Ameriprise Financial Services, Inc. 2004 - Present
Kemet Electronics 2001 - 2003
Procter & Gamble 1999 - 2001
Corning Precision Lens (Now 3M) 1995 - 1999
Merrick & Company 1990 - 1994
North American Aircraft (Now Boeing) 1987 - 1990
Education
University of Southern California 1987 — 1989
MS, Mechanical Engineering
California State Polytechnic University-Pomona 1982 — 1985
BS, Mechanical Engineering
Ameriprise Financial Services, Inc. June 1991 - Present
Education
California Lutheran University 1987 — 1990
Bachelor of Arts, Marketing/Advertising
Financial Professional May 2013 - Present
Four Seasons Wealth Management May 2011 - May 2013
Fifth Third Securities April 2010 - February 2012
Ameriprise Financial Services, Inc. March 2009 - April 2010
Merrill Lynch July 2007 - January 2009
Pattonville School District August 2001 - June 2007
Cuyama Joint Unified School District August 1998 - June 2001
Education
California Polytechnic State University-San Luis Obispo 1991 — 1997
Ameriprise Financial Services, Inc. January 1989 - Present
Education
California State University Stanislaus 1984 — 1986
B.S., Business Administration, Accounting
Symbio Financial Partners (LPL Financial) 2014 - 2015
Thrivent Financial 2013 - 2014
MetLife 2010 - 2012
Ameriprise Financial Services, Inc. 2001 - 2010
Ameriprise Financial Services, Inc. 1990 - 2001
Skills
People Leadership, Leader Development, Consultative Selling, Behavioral Advice, Situational Leadership, Comprehensive Planning, 401k, Investment Advisory, Life Insurance, Financial Planning, Tax-advantaged..., College Funding..., Estate Planning, Retirement Plan..., Retirement Income..., Retirement Planning, Management, Investments
Education
California State University Stanislaus
Bachelor of Arts (B.A.), Business/Managerial Economics
The American College
Certified Financial Planner™, Finance and Financial Management Services
QuotaFactory June 2015 - Present
VMTurbo January 2015 - March 2015
YourMandarin Chinese Language Institute February 2014 - July 2014
First Leap: Future Leaders Institute July 2013 - July 2014
Ameriprise Financial Services, Inc. May 2011 - August 2011
Skills
PowerPoint, Management, Business Development, Sales, Microsoft Excel, Research, Leadership, Teamwork, Microsoft Word, Virtualization, Salesforce.com, Microsoft Office, Excel, Word, Data Analysis, Cloud Computing, Hyper-V, VMware, Time Management, Software, Financial Analysis, Market Research, Marketing, Finance, Social Media, Social Networking, Event Planning, Customer Service, Data Warehousing, Business Intelligence
Education
Bryant University 2009 — 2014
Bachelor's Degree, International Business, Graduate
Fudan University 2011 — 2011
The Chinese Market
Ameriprise Financial Services, Inc. August 2014 - Present
Waddell & Reed September 2011 - August 2014
Morgan Stanley October 2009 - September 2011
Education
University of Nevada-Reno 2007 — 2009
California State University Stanislaus 2002 — 2007
Bachelor's degree, Clarinet Performance
Ameriprise Financial Services, Inc. May 2012 - Present
LPL Financial January 2009 - May 2012
John Hancock Life Insurance Company (U.S.A.) March 1990 - January 2009
Signator Investors, Inc March 1990 - January 2009
Delta Investment Securities, Inc. April 1987 - March 1990
Federal Home Loan Bank of San Francisco January 1986 - April 1987
Education
California State Polytechnic University-Pomona 1983 — 1985
Bachelor of Science (B.S.), Finance, Insurance and Real Estate
Riverside Community College 1980 — 1982
Associate of Arts (AA), General Studies
Waller Financial Coaching, LLC October 2014 - Present
The H Group, Inc. August 2009 - Present
Financial Network Investment Corporation, Member SIPC August 2009 - December 2011
Ameriprise Financial Services, Inc. April 2000 - August 2009
Franklin Templeton Investments 1998 - 2000
Skills
Personal Financial..., Strategic Financial..., Personal Tax Planning, Investment Advisory, Wealth Management, Financial Advisory, Estate Planning, Portfolio Management, Wealth Accumulation, Retirement Planning, Asset Managment, Retirement, IRAs, Financial Planners
Education
University of California, Davis 1999 — 2001
Personal Financial Planning Program (Certificate Program), Personal Financial Planning
California State University-Chico 1996 — 1998
Bachelor of Science (B.S.), Business Administration - Strategic Management
Merced College 1993 — 1996
Associate of Arts (AA), Business Administration
Ameriprise Financial Services, Inc. 1990 - Present
Education
College for Financial Planning 2008 — 2008
Bachelor of Science, Chartered Retirement Planning Counselor
California State University-Bakersfield 1985 — 1989
Bachelor of Science, Business Administration & Management
SMP 63
SMP 63
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. October 2012 - August 2015
Ameriprise Financial Services, Inc. April 2009 - October 2012
Allianz December 2007 - March 2009
Prindle, Amaro, Goetz, Hillyard, Barnes & Reinholtz LLP August 2003 - November 2007
Prindle, Amaro, Goetz, Hillyard, Barnes & Reinholtz LLP February 1999 - August 2003
Bonne Bridges Mueller O'Keefe & Nichols September 1998 - February 1999
McKiernan Law August 1991 - August 1998
Skills
Legal Research, Legal Writing, Licensing, Corporate Governance, Corporate Law, Legal Advice, Legal Compliance, Securities Regulation, Securities, FINRA, Financial Services, Civil Litigation, Litigation, Privacy Law
Education
Whittier Law School 2000 — 2004
J.D., Law
California Polytechnic State University-San Luis Obispo
B.S., Journalism
Ass June 2015 - Present
One Medical Group July 2014 - May 2015
Active Care Physical Therapy and Sports Medicine Fitness Center March 2014 - July 2014
Nicandri's June 2009 - March 2014
Ameriprise Financial Services, Inc. August 2012 - December 2013
Pasta Pomodoro, Inc. May 2004 - December 2011
chrisadAuditing client database records, Creating weekly schedules for designers, Contacting clients May 2011 - September 2011
Skills
Facebook, Social Media Marketing, Email Marketing, Google Analytics, Advertising, Social Networking, Customer Service, Marketing, PowerPoint, Public Relations, Social Media, Time Management
Education
Sonoma State University 2008 — 2011
Business, marketing
CSU Chico 2006 — 2008
Business
Barnum Financial Group, an Office of MetLife January 2012 - Present
Ameriprise Financial Services, Inc. October 2002 - January 2012
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Financial Advisory, Securities, Strategic Financial..., Investment Advisory, Investments, Uniform Combined State...
Education
Bucknell University 1998 — 2002
Bachelor's degree, Economics
Bucknell University
Ameriprise Financial Services, Inc. February 2002 - Present
American Express Financial Advisors January 2004 - February 2006
Education
The American College 2006 — 2006
CASL®
The American College 2005 — 2005
ChFC®, Financial Planning
Certified Financial Planner -Board of Standards, Inc.
CFP®, Financial Planning
California State University-San Marcos
Bachelor of Science, Economics
Ameriprise Financial Services, Inc. September 1998 - Present
Blue Cross & Blue Shield of RI June 1988 - September 1998
Education
Bryant University 1983 — 1987
Bachelor of Science, Business Administration
Ameriprise Financial Advisors November 2008 - Present
Ameriprise Financial Services, Inc. 2008 - Present
Riverside Unified School District June 1998 - June 2008
Education
California Baptist University 2003 — 2006
M.S., Educational Administration and Leadership
University of California, Riverside 1993 — 1998
B.A., English Literature and Spanish Language
JetBlue Airways June 2015 - Present
Ameriprise Financial Services, Inc. August 2012 - September 2014
South Jordan City Police Department 2010 - August 2013
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Sales, Training, Project Management, Data Entry, Team Building, Strategic Planning, Social Media, PowerPoint, Marketing, Management
Education
Brigham Young University - Idaho 1999 — 2001
Associates, General Studies
Waddell & Reed Financial Advisors February 2014 - July 2014
Ameriprise Financial Services, Inc. December 2005 - July 2013
Papa Murphy's October 2002 - October 2005
Kings River Golf & Country Club May 2001 - September 2003
Skills
Retirement, Retirement Planning, Investments, 401k, Series 7, Social Media, Social Networking, Community Outreach, Team Building, Leadership, Microsoft Office
Education
California State University, Fresno 2015 — 2017
Bachelor’s Degree, Accounting and Business/Management
Fresno City College 2013 — 2015
Associate of Science (AS) Business Administration, Business Administration, Management and Operations
Kingsburg High School 1999 — 2002
Alpine Learning Group, Inc. July 2013 - Present
Stepping Forward Counseling Center January 2010 - April 2013
SFCC June 2010 - August 2012
Ameriprise Financial Services, Inc. May 2008 - January 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Applied Behavior..., Tutoring, PowerPoint, Editing, Writing, Mental Health, Child Development, Behavior Management, Special Education, Autism Spectrum..., Behavior Modification, Early Intervention, Childcare, Cpr Certified, Smartboard, Preschool
Education
Caldwell College 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Ameriprise Financial Services, Inc. December 2008 - Present
Wells Fargo Advisors January 2002 - November 2008
Edward Jones Investments February 1995 - October 2002
Education
Cabrini College
Associates, Business
Ameriprise Financial Services, Inc. May 2015 - Present
Lucky Brand November 2011 - Present
Skills
Microsoft Word, Microsoft Excel, PowerPoint, SAS E-Miner, Tableau, R, MySQL
Education
Bryant University 2012 — 2015
Bachelor's Degree, Finance, General
Ameriprise Financial Services, Inc. June 2015 - Present
Charlesworth & Rugg, Inc. February 2015 - May 2015
California State University, Northridge September 2013 - May 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
CUTCO Cutlery July 2011 - August 2011
Skills
Comprehensive Financial..., Interpersonal..., Economics, Critical Thinking, Team-oriented, Goal Oriented, Athletics, Time Management, Organizational..., Customer Service, Multi Tasking, Organized with Strong..., Learning Quickly, Extensive Leaning..., Adaptability, Quantitative Data
Education
California State University-Northridge 2012 — 2015
Bachelor of Arts (BA), Economics
California State University-Bakersfield 2010 — 2012
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - October 2014
Ecessa Corporation (formerly Astrocom) June 2012 - June 2013
POPP Communications May 2004 - June 2012
Skills
VoIP, Routers, Cisco Technologies, Network Security, Firewalls, Networking, Network Engineering, IT Strategy, Network Administration, ITIL, Information Technology, Project Management, Network Design, IT Management, Telecommunications, Troubleshooting, IT Project Leadership, Vendor Management, Information Security, IT Infrastructure..., Data Center, CISSP, IT Operations, Business Process..., Network Infrastructure, IT Cost Optimization, Business Analysis, Data Center Management, Data Center Operations, Business Process..., Process Improvement, Business Service..., Disaster Recovery, Security, Infrastructure, Technical Support, Cross-functional Team..., LAN-WAN, Cloud Computing, Integration, Strategy, Business Process..., Virtualization, Business Continuity, Management, Leadership, Team Leadership, SDLC
Education
Western Governors University
Bachelor of Science (B.S.), Business - Information Technology Management
Brown College 1996 — 1998
Associate in Applied Science (A.A.S.), PC/LAN Networking
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - Present
Affordable Golf Instruction May 2014 - Present
Northwestern Mutual May 2013 - January 2014
Boston Stategic Advisors June 2012 - August 2012
Education
Bryant University 2013 — 2014
Bachelor of Science in Business Administration (BSBA), Finance, Psychology
Hofstra University 2009 — 2012
Finance, General
Hopkinton High School 2005 — 2009
High School Diploma
Ameriprise Financial Services, Inc. May 2015 - Present
General Dynamics AIS September 2014 - Present
Pearson VUE May 2014 - Present
Target December 2013 - May 2014
U.S. Bank April 2013 - November 2013
GfK Custom Research North America January 2013 - April 2013
GE Capital August 2012 - January 2013
Jostens April 2012 - July 2012
Imagewerks Marketing April 2011 - April 2012
Digital River January 2011 - March 2011
Skills
jQuery, HTML, html 5, JavaScript, JavaScript Libraries, Node.js, backbone.js, require.js, PHP, MySQL, Java Enterprise Edition, Spring, CSS, CSS3, XML, AJAX, HTML 5, Subversion, Git, Agile Methodologies, Linux, Ruby on Rails, Eclipse, Front-end, Web Applications, Web Development, SQL, XHTML, JSP, LAMP, Databases, Database Design, Android, User Interface Design, JSON, User Experience, MongoDB, OS X, MVC, REST, PostgreSQL, XSLT, Web Design, Requirements Analysis, Apache, SEO, Google Analytics
Education
Brown College 2001 — 2003
Computer Programming, Computer Programming
Homrich Berg July 2015 - Present
The Wellspring Group January 2009 - July 2015
The Ayco Company, L.P., a Goldman Sachs Company January 2007 - December 2008
Ameriprise Financial Services, Inc. December 2002 - December 2006
Skills
Wealth Management, Financial Advisory, Wealth, Finance, Investments, Financial Planning, Small Business, Estate Planning, Strategic Financial..., Financial Analysis, Securities, Asset Allocation, Asset Management, Investment Management, Portfolio Management, Retirement Planning, Investment Advisory
Education
Bucknell University 1998 — 2002
BSBA, Management
Whitfield School 1994 — 1998
Ameriprise Financial Services, Inc. August 2015 - Present
RiverSource April 2013 - August 2015
RiverSource May 2011 - April 2013
RiverSource November 2006 - May 2011
Citadel Broadcasting December 2002 - October 2008
Roundy's Supermarkets, Inc. June 2000 - November 2006
New Brighton Ford April 2006 - August 2006
Town Square Television October 2001 - February 2004
Skills
Organization, Communication, Process Improvement, Highly detail oriented, Expense Management, Project Management, Building Relationships, Problem Solving, Collaborative Problem..., Public Speaking, Positive Team Player, Motivated self-starter, Event Planning, Team Leadership, Customer Service, Financial Planning, Financial Services, Insurance, Investments, Leadership, Management, Marketing, Mutual Funds, Sales
Education
North Hennepin Community College 2009 — 2015
General Studies
Brown College 2002 — 2003
Associate of Applied Science, Radio Broadcasting
Brown College 2001 — 2002
Associate of Applied Science, Television Production
North Bay Perfusion July 2014 - Present
J.P. Morgan June 2013 - March 2014
California Polytechnic State University -- Finance Department March 2012 - June 2013
Cal Poly Investment Banking Society February 2012 - June 2013
J.P. Morgan June 2012 - August 2012
Ameriprise Financial Services, Inc. June 2011 - September 2011
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor's Degree, Concentration: Finance
Sun Life Financial April 2013 - Present
Liberty Mutual Insurance November 2012 - April 2013
State Street Global Advisors August 2011 - November 2012
Fidelity Investments 2010 - 2011
Ameriprise Financial Services, Inc. March 2009 - November 2009
Investors Capital 2005 - 2009
FundQuest 2002 - 2004
AccountPros 1996 - 2002
Skills
Financial Services, Investments, Recruiting, Executive Search, Broker-Dealer, Wholesale, Mutual Funds, Talent Acquisition, Fixed Income, Wealth Management, Relationship Management, Applicant Tracking..., College Recruiting, RIA, Asset Managment, Technical Recruiting, Securities, Asset Management, Insurance, Retirement, CRM, Human Resources, Onboarding, Screening, Internet Recruiting, Sourcing
Education
Bryant University 1990 — 1994
Finance, Investments
Thrivent Financial March 2008 - Present
Newman Catholic November 2004 - March 2010
Ameriprise Financial Services, Inc. January 1989 - May 2007
Penn Corp Financial September 1982 - January 1989
Skills
Recruiting, Relationship Management, Relationship Building, Training, Business Coaching, College Recruiting, Internet Recruiting, Talent Acquisition, Sales, Teacher Mentoring, Marketing Strategy, Relationship Development, Coaching, Job Coaching
Education
Buena Vista University 2006 — 2008
Bachelor of Science (BS), Elementary Education and Teaching
University of Northern Iowa 1978 — 1980
Education
Ameriprise Financial Services, Inc. August 2014 - August 2015
Peet's Coffee & Tea January 2013 - August 2013
Kohl's Department Stores 2008 - 2011
Skills
Sales, Online Marketing, Social Media, Microsoft Office, Fashion, Customer Service, Online Research, Facebook, Merchandising, PowerPoint, SAP, Retail, Teamwork, Amazon, E-commerce, E-business, Ebay Sales, Internet, Microsoft Word
Education
California State Polytechnic University-Pomona 2011 — 2013
Bachelor of Business Administration, eBusiness
Citrus College 2007 — 2010
Associate's degree, Business Administration and Management
Ameriprise Financial Services, Inc. December 1999 - Present
Education
California State University-Chico 1996 — 1998
Bachelor of Science (BS), Business Administration
Shasta College 1994 — 1995
Associate's degree, Business Administration and Management, General
Independent Wealth Connections August 2015 - Present
Ameriprise Financial Services, Inc. March 2010 - August 2015
Jones Lang LaSalle September 2000 - December 2013
Cushman & Wakefield 2009 - 2012
Santa Fe International October 1993 - September 2000
Education
Brookhaven Community College 1992 — 1995
Associate's Degree, Business Administration, Management and Operations
Antenna/Thomson Reuters April 2015 - Present
Wunderman/KBM Group February 2012 - February 2015
Ameriprise Financial Services, Inc. June 2011 - February 2012
Medtronic February 2010 - April 2011
U.S. Bank October 2009 - November 2009
UnitedHealth Group February 2009 - July 2009
Wells Fargo December 2008 - February 2009
Best Buy June 2008 - November 2008
Thomson Reuters / Xerox November 2004 - June 2008
FedEx Kinko's January 2004 - November 2005
Skills
Adobe Acrobat, Visio, Photoshop, Illustrator, InDesign, Digital Printing, Offset Printing, Print Management, Vendor Management, Vendor Relationships, IT Operations, Technology, Training, Business Process..., Process Management, Workflow Applications, Business Workflows, Customer Service, Leadership, Problem Solving, Marketing Communications, Print Production Process, Procurement, Advertising, Project Management, Program Development, Traffic Management, Creative Services, Quality Control, Microsoft Office, Print, Direct Mail, Brand Development, Management, Pre-press, B2B, Graphics
Education
Collins College 2003 — 2004
Bachelor of Arts, Visual Communications
Brown College 2001 — 2003
Associate of Applied Science, Visual Communications
Keokuk Schools 1997 — 2001
High School Diploma, General
Garrand April 2015 - Present
Ameriprise Financial Services, Inc. April 2015 - Present
Surf 6 Bar & Grill May 2013 - Present
The Riley Family 2009 - Present
The Wills/Myers Family 2013 - September 2014
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Teamwork, Social Media, Public Speaking, English, Event Planning, Time Management, Facebook
Education
Butler University 2015 — 2019
Health Sciences, PA Track, Minor in French
Falmouth High School 2011 — 2015
Freshman-Senior Year
Cheetah Software Systems June 2015 - August 2015
FreshRealm January 2015 - May 2015
Ameriprise Financial Services, Inc. May 2014 - August 2014
Data Exchange Corporation June 2013 - April 2014
Accurate Freight Systems July 2010 - July 2010
Skills
Data Analysis, PowerPoint, Financial Analysis, Entrepreneurship, Leadership, Microsoft Excel, Microsoft Office, Management, Microsoft Word, Critical Thinking, Social Media Marketing, Teamwork, Team Building, Analysis, Market Research, Research, Time Management, Stata, Microsoft Expression, Web Development, Data Mining, Consulting
Education
California State University-Channel Islands 2011 — 2015
Bachelor’s Degree, Business Administration
California State University-Channel Islands 2011 — 2015
Bachelor’s Degree, Managerial Economics
EY June 2014 - August 2014
Ameriprise Financial Services, Inc. September 2013 - June 2014
The National Society of Collegiate Scholars June 2013 - June 2014
California Polytechnic State University April 2013 - January 2014
Business Council June 2013 - December 2013
California Polytechnic State University April 2013 - September 2013
The National Society of Collegiate Scholars April 2012 - May 2013
Dripworks.com June 2012 - September 2012
Willits Furniture, Inc August 2011 - September 2012
Skills
Public Speaking, PowerPoint, Microsoft Office, Customer Service, Social Networking, Microsoft Word, Research, Social Media Marketing, Economics, Time Management, Administrative..., Market Research, Teamwork, Community Outreach, Access, Spanish, Leadership Development, Training, Budgets
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), Business Administration
Imation April 2013 - Present
TIES December 2012 - March 2013
Eden Prairie School District January 2010 - December 2012
Eden Prairie School District November 2005 - December 2009
Sierra Bravo Corp January 2005 - October 2005
Marianne Richmond Studios Inc. March 2003 - February 2005
Ajilon Consulting (Target Corporation) July 2002 - April 2003
MoneyGram International June 2001 - July 2002
Ameriprise Financial Services, Inc. January 1999 - June 2001
Skills
C#, jQuery, Advanced CSS, JavaScript, Linux server..., Visual Studio, SQL Server, Mac OS X, DOM, Tandem, XHTML, XML, SOA, JSON, WCF Services, Microsoft SQL Server, Windows 7, OS X, Linux System..., Unix, COBOL, PHP, .NET
Education
Brown College 1996 — 1998
Associate's degree, Information Technology
Northwestern Mutual May 2011 - Present
Young Media Enterprises, LLC. January 2011 - May 2012
HD Marine May 2007 - May 2012
Ameriprise Financial Services, Inc. January 2011 - May 2011
Skills
Strategy, Time Management, Customer Service, Sales, Long-term Care, Asset Allocation, Portfolio Management, Asset Management, Estate Planning, Valuation, Leadership, Public Speaking, Alternative Investments, Mobile Devices, Equities, Fixed Income, Creative Direction, Financial Planners, Financial Services, Social Networking
Education
Bryant University
Bachelor of Science, Finance
St. John's Preparatory High School
High School Diploma, General Studies
Ameriprise Financial Services, Inc. January 2015 - Present
Smith-Mottini Financial Advisors July 2012 - January 2015
Next Level Advisors, Inc. May 2011 - July 2012
Pinnacle Asset Management, Inc. September 2007 - May 2011
PricewaterhouseCoopers September 2005 - September 2007
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor of Science, Business Administration
Granite Bay High School
The Hartford July 2010 - Present
Wells Fargo December 2009 - August 2010
Venio, LLC October 2008 - September 2009
Ameriprise Financial January 2000 - October 2008
Ameriprise Financial Services, Inc. June 2002 - September 2004
Ameriprise Financial Services, Inc. January 2000 - June 2002
Prudential Select Brokerage August 1997 - December 1999
Business and Estate Consultants October 1994 - August 1997
Mutual of Omaha August 1983 - February 1995
Skills
Management Consulting, Financial Analysis, Financial Services, Cross-functional Team..., Series 7, Operations Management, Relationship Management, Sales Management, Sales, Budgets, Finance, New Business Development, Business Process, Forecasting, Process Improvement, Talent Management, Change Management, Management, Strategic Planning, Product Development, Leadership, Insurance, Call Centers, Marketing, Six Sigma, Customer Satisfaction, Vendor Management, Risk Management
Education
University of Minnesota - Carlson School of Management 2004 — 2005
Minnesota Executive Program
Bryn Mawr College 1989 — 1992
ChFC, Chartered Financial Consultant
The Tamale Club March 2012 - Present
Tupperware Brands 2006 - 2011
SWCA Environmental Consultants June 2008 - February 2010
Ameriprise Financial Services, Inc. September 2005 - April 2007
Skills
PowerPoint, Social Media, Public Relations, Marketing, Social Networking, Social Media Marketing, Event Planning, Facebook, Public Speaking, Customer Service, Fundraising, Press Releases, Newsletters, Blogging, Online Marketing, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 1988 — 1990
BA, Communications
Willamette University 1986 — 1988
Bachelor's of Arts, Speech / Econ
STAG Industrial, Inc. November 2014 - Present
Admirals Bank May 2011 - Present
Ameriprise Financial Services, Inc. January 2010 - May 2010
Skills
Financial Modeling, Asset Management, Financial Analysis, Portfolio Management, Finance, Investments, Bloomberg, Banking, Valuation, Financial Reporting, Loans, Equity Valuation, Quantitative Analytics, Acquisitions
Education
Bryant University 2010 — 2011
MBA
Bryant University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Economics
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 2004 - 2007
Education
Cal Poly Pomona 1999 — 2004
Bachelor of Arts (B.A.), Marketing
Sheehan Family Companies October 2014 - Present
Sheehan Family Companies June 2013 - October 2014
Boston Burger Company October 2012 - May 2013
Ameriprise Financial Services, Inc. September 2011 - December 2011
Skills
Customer Service, Food, Inventory Management, Food Service, Restaurants, Management, Food & Beverage, Restaurant Management, Retail, Sales Management, Strategic Planning, Menu Development, Budgets, Business Strategy, Microsoft Office, PowerPoint
Education
Bryant University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Mangement
Merrill Edge June 2015 - Present
Fidelity Investments June 2014 - August 2014
Ameriprise Financial Services, Inc. September 2013 - December 2013
Travelers June 2013 - August 2013
Skills
Customer Service, Financial Services, Microsoft Excel, Management, Leadership, PowerPoint, Strategic Planning, Project Management, Research, Underwriting, Finance, Investments
Education
Bryant University 2011 — 2015
Bachelor of Arts (BA), Finance and Economics
Scuola Lorenzo de' Medici- Study Abroad 2014 — 2014
Bachelor of Business Administration (B.B.A.)
Bryant University
Experian 2015 — Present
Beckman Coulter 2012 — 2014
Beckman Coulter 2008 — 2012
Ameriprise Financial Services, Inc. 2007 — 2008
Skills
PowerPoint, Outlook, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Purchasing, Recruiting, Negotiation, Leadership, Process Improvement, Cross-functional Team..., Forecasting, Inventory Management, Management, Sourcing, Strategy, Continuous Improvement, Training, Contract Negotiation, Team Building
Education
University of Phoenix 2011 — 2012
Master of Business Administration
California State University-Fresno 2006 — 2008
Bachelor of Science, Business Administration with an emphasis in Finance
College of the Sequoias 2004 — 2005
Associates of Arts, General Education
RBC - (Contractor) November 2013 - March 2014
Target July 2013 - October 2013
ING March 2013 - July 2013
Best Buy November 2012 - January 2013
Ameriprise Financial Services, Inc. May 2012 - June 2012
RCM Technologies March 2011 - July 2011
Nash Finch Company October 2007 - October 2009
Smith Micro Tech April 2007 - August 2007
Smith Micro Tech December 2006 - April 2007
St Paul Travelers February 2006 - July 2006
Skills
Change Management, Troubleshooting, VPN, Customer Service, XP, Security, Technical Support, Hardware, DNS, Windows 7, Software Installation, Active Directory, Microsoft Office, Windows XP
Education
Minneapolis Community and Technical College 1994 — 1994
Minneapolis Community and Technical College 1990 — 1990
Brown College 1980 — 1981
Ameriprise Financial Services, Inc. January 1998 - Present
Education
California State University Stanislaus 1993 — 1998
Unisys 2012 - Present
CDI IT Services 2005 - 2012
Ameriprise Financial Services, Inc. 2001 - 2007
Education
Brown College 2000 — 2001
Ameriprise Financial Services, Inc. August 1997 - Present
Education
Buena Vista University 1992 — 1995
BA, Mgmt-Entrepreneur
Franklin's Campfire S'mores January 2015 - Present
Ameriprise Financial Services, Inc. December 2012 - June 2014
Ameriprise Bank 2008 - 2012
Skills
Mutual Funds, Series 63, Fixed Annuities, Retirement Planning, Account Management, Marketing, Series 6, 401k, Retirement, Business Planning, Series 7, Salesforce.com, Social Media Marketing
Education
Brown College
Bachelor of Science (BS), Communication and Media Studies
NE Moves Mortgage February 2012 - Present
Ameriprise Financial Services, Inc. November 2006 - February 2012
Education
Brown University 2002 — 2006
Phillips Exeter Academy
Winchester High School
Ameriprise Financial Services, Inc. March 2012 - Present
Wells Fargo Advisors February 2006 - March 2012
Citicorp Investments Services February 2003 - February 2006
Sagemark Consulting March 2001 - February 2003
Education
California State University-Chico 1988 — 1993
International Relations, Environmental Psychology
El Cerrito High School
Ameriprise Financial Services, Inc. August 2014 - Present
Allianz Life Financial Services, LLC 2006 - June 2014
Qwest October 2001 - December 2005
Self-Employed Freelance Writer and Editor July 2000 - October 2001
Words At Work February 1999 - June 2000
Gelbach plus Gelbach June 1996 - February 1999
Skills
Series 6, Series 63, Fixed Annuities, Insurance, Financial Services, Editing, Customer Service, Retirement, Microsoft Excel, Financial Advisory, Microsoft Word, Life Insurance, Writing, Microsoft, Voice Over, Inside Sales, Word, Excel, Customer Relations, Sales, Management, Retirement Planning, Investments
Education
Brown College
Certificate, Radio and Television
University of Minnesota-Twin Cities
Bachelor of Arts, English, Speech-Communication
Ameriprise Financial Services, Inc. April 1993 - Present
Breault Research Organization 1986 - 1993
Hughes Aircraft Company (Raytheon Missile Systems) 1983 - 1986
Northrop Grumman Corporation 1978 - 1983
Education
California State Polytechnic University-Pomona 1980 — 1982
MBA, Finance
California State University-Long Beach 1974 — 1978
BS, Engineering
www.bobharden.com August 2011 - Present
Ameriprise Financial Services, Inc. 1995 - 2001
Skills
Blogging, Media Relations, Broadcast, Video Production, Radio, Social Media Marketing, Press Releases, Public Relations, Social Media, Editing, Journalism, Videography, Public Speaking, Television, Online Marketing, Event Planning, Marketing, Newspapers, Online Advertising, New Media, Editorial, Publicity, Social Networking, Copy Editing, Newsletters, Facebook, Video, SEO, Copywriting, Storytelling, Publishing, News Writing, Magazines, Content Strategy, Creative Writing, Strategic Communications, Digital Media, Multimedia, Corporate Communications, AP Style, Advertising, Web Content, Entertainment, Publications, Feature Articles, Email Marketing, Video Editing, Crisis Communications, Marketing Communications, Speech Writing
Education
Brown University 1964 — 1968
A.B., American Civilization
Walt Whitman High School
JPMorgan Chase October 2009 - Present
Merrill Lynch April 2007 - April 2008
Ameriprise Financial Services, Inc. February 2006 - April 2007
Skills
Microsoft Office, Market Research, Microsoft Excel, Customer Service, HTML, Microsoft SQL Server, JavaScript, Analysis, Microsoft Word, Business Analysis, SQL, PowerPoint
Education
California State University-Fresno 2002 — 2005
Bachelor of Science, Business Administration - Information Systems
U.S. Bank July 2015 - Present
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Financial February 2007 - June 2010
IBM January 2000 - February 2007
Skills
IBM Mainframe, DB2, Mainframe, Disaster Recovery, z/OS, Fileaid, JCL, MVS, Program Management, Project Portfolio..., Requirements Gathering, Enterprise Architecture, Visio, Requirements Analysis, Business Analysis
Education
Brown College 1998 — 2000
Certificate of Computer Programming, Technology
Pillsbury College 1984 — 1988
BA, Business Administration
Ameriprise Financial Services, Inc. July 2006 - Present
Education
California State Polytechnic University-Pomona
IT, Economics, Finance
General Mills June 2013 - Present
Twin Cities SMB Solutions LLC November 2011 - December 2013
Hennepin County Medical Center December 2012 - May 2013
Ameriprise Financial Services, Inc. May 2012 - October 2012
WorldWide Tech Services February 2012 - May 2012
Compar, Inc. June 1985 - October 2011
Skills
Customer Relationship..., Work Orders, Order Fulfillment, Customer – Vendor..., Service Level Agreements, Servers – Certified IBM..., Desktop and Laptop -..., Printers – Certified on..., Microsoft MS-DOS to..., Microsoft Windows NT to..., Microsoft Office XP,..., Installation of..., Software Installation..., Troubleshooting and..., Virus/Malware Removal, Data Backup, Data Recovery, Data Migration, Desktop Imaging and..., Online Marketing, Social Media Marketing, Hardware, Software Installation, Troubleshooting, Vendor Relations, Printers, Desktop Support, HP, XP, Windows 7, Deployment, Documentation, Computer Hardware, Hardware Diagnostics, Computer Setup, Hardware Installation, Vendors, Laser Printers, Windows Server, Laptops, Technical Support, Software Documentation, Access, VPN, Windows XP, Information Technology, Business Intelligence, System Deployment, CRM
Education
Crown College
Bachelor of Science - Summa Cum Laude, Business Management and Network Administration, 3.92 GPA
Brown College
Associates, Electronic Technology
Citi February 2014 - June 2015
Ameriprise Financial Services, Inc. June 2009 - May 2013
Wells Fargo Investments January 2005 - July 2009
Skills
Financial Advisory, Strategic Financial..., Financial Reporting, Recruiting, Business Coaching, Leadership Development, Business Development, Wealth Management, Series 7, 9, 10, 24, 63..., CA Life & Health, Marketing, Investment Advisory, Financial Services, Retirement Planning, Wealth Management..., Strategy, Leadership, Mergers & Acquisitions, Finance, Management, Business Planning, Training, Sales, Investment Management, Financial Planning, Investments, Mutual Funds
Education
California State University, Fresno 1986 — 1991
BS, Business, Marketing Option
Ameriprise Financial July 2000 - Present
Ameriprise Financial Services, Inc. 2001 - 2009
Education
California State Polytechnic University-Pomona 1985 — 1988
MLA
University of California, Berkeley 1980 — 1983
BA, Psychology
Ameriprise Financial Services, Inc. August 2014 - Present
Skills
Microsoft Excel, Leadership, Microsoft Office, Public Speaking, Research
Education
California State University-Chico 2008 — 2013
Bachelor's degree, Animal Sciences Pre-Veterinary
Simon Property Group July 2014 - Present
Barrington Management Co., Inc. April 2012 - October 2013
Ameriprise Financial Services, Inc. January 2013 - May 2013
Infinity Clients September 2011 - January 2012
International Center of Indianapolis September 2009 - December 2009
National Labor Relations Board May 2009 - August 2009
Skills
Project Management, Customer Service, Account Management, Employee Training, Recruiting, Customer Analysis, Data Entry, Stock Management, Marketing Strategy, Event Planning, International Relations, Public Speaking, Nonprofits, Social Media
Education
Butler University - College of Business Administration 2006 — 2010
International Business Management, International Business Management
Griffith University
Study Abroad Program - Gold Coast, Australia, International Business Management
Town of Narragansett July 2011 - Present
Ameriprise Financial Services, Inc. September 2008 - October 2008
Skills
Police, Police Training, Accident Investigation, Field Training
Education
Salve Regina University 2012 — 2015
Master of Science (M.S.), Administration of Justice & Homeland Security
Bryant University 2004 — 2008
Bachelors, Finance
WELLS FARGO ADVISORS, LLC August 2014 - Present
Ameriprise Financial Services, Inc. May 2012 - October 2013
Ignite Funding November 2010 - March 2012
TD Ameritrade December 2009 - October 2010
Charles Schwab Brokerage and Bank December 2005 - October 2008
WestPark Capital June 2005 - November 2005
Safeco Investment Services, Inc April 2002 - May 2003
Skills
Sales Management, Investments, Asset Management, Relationship Development, Direct Sales, Sales Process, Asset Managment, Inter-personal, Series 63, Series 7, Retirement Planning, Insurance, Finance, Mutual Funds, Retirement, Wealth Management, Strategic Financial..., Securities, Mortgage Lending, Financial Advisory, Financial Services, Loans, Financial Planning
Education
University of California, Santa Barbara 2001 — 2004
Bachelor of Arts, Philosophy of the Ethics of Public Policy
Bryant University
Financial Planning Certificate Program, Financial Planning and Services
Ameriprise Financial Services, Inc. May 2015 - Present
CHS December 2010 - May 2015
Legacy Professionals LLP June 2005 - May 2010
Skills
Internal Audit, Accounting, Auditing, Budgets, Financial Audits, Financial Reporting, Financial Statements, GAAP, General Ledger, Internal Controls, Sarbanes-Oxley Act, US GAAP, Analysis, Financial Accounting
Education
Keller Graduate School of Management of DeVry University 2011 — 2012
Master of Business Administration (MBA), Accounting, 3.98 GPA
Buena Vista University 2001 — 2005
B.S., Accounting
Ameriprise Financial Services, Inc. January 2012 - Present
Walgreens August 2008 - January 2012
The Douglas and Judith Krupp Memorial Library September 2004 - May 2008
Seville Corporation June 2005 - August 2007
Skills
Financial Modeling, Finance, Customer Service, Investments, Retail, Microsoft Excel, Microsoft Office, PowerPoint, Analysis
Education
Bryant University 2004 — 2008
Bachelor of Science, Business Administration; Finance; business
McFarland High School 2001 — 2004
Sean Consignment Store August 2014 - Present
Zealandia Capital June 2014 - August 2014
Calebrations in The Kitchen February 2013 - March 2014
Ameriprise Financial Services, Inc. January 2014 - February 2014
Tully Construction Co. 2011 - 2013
Kings Point Responsible Government Party June 2012 - August 2012
Empire Advisory, LLC 2009 - February 2012
Cash4cals 2005 - 2012
LoCurto Books 2007 - 2010
Education
Bucknell University 2007 — 2010
Bucknell University 2007 — 2010
Political Science
Ameriprise Financial Services, Inc. April 2013 - Present
Morgan Keegan February 2011 - January 2013
Smith Barney February 2004 - February 2011
Smith Barney January 2006 - December 2007
Smith Barney March 2000 - February 2004
Smith Barney August 1999 - March 2000
Smith Barney August 1997 - August 1999
Merrill Lynch January 1991 - August 1997
New York Life Insurance Company January 1990 - January 1991
Education
Bryant University 1985 — 1989
BS, Finance
John Hancock Financial July 2012 - Present
Ameriprise Financial Services, Inc. September 2011 - January 2012
ING June 2011 - August 2011
Harwich Port Tennis Association June 2010 - August 2010
Skills
Actuarial Science, Financial Modeling, Microsoft Excel, Asset Allocation, Investments, Valuation, Financial Analysis, Retirement, Insurance, PowerPoint, Fixed Annuities, Microsoft Office, Reinsurance, Variable Annuities, Investment Strategies, Forecasting, Data Analysis, Statistics, Financial Reporting
Education
Brown University 2008 — 2012
Commerce, Organizations, and Entrepreneurship - Business Economics Track
Ameriprise Financial Services, Inc. September 2011 - December 2011
Skills
Investments
Education
Hult International Business School 2012 — 2013
Master's of International Business, International Business, Graduate Student
Bryant University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Management
Ameriprise Financial Services, Inc. December 2010 - Present
RiverSource Life Insurance Co. of New York December 2010 - Present
RiverSource Life Insurance Co. of New York April 2002 - December 2010
Equifax ARS, Inc September 1989 - October 1994
Equifax August 1989 - September 1994
Education
Bryant & Stratton College
Associate Degree, Administrative Assisting
Columbia High School
Ameriprise Financial Services, Inc. February 2014 - Present
Bradley Company October 2012 - December 2013
Weiss Homes July 2005 - October 2012
INOVA Federal Credit Union August 2002 - July 2005
Crowe Horwath LLP September 2000 - 2002
Skills
Cash Management, Microsoft Excel, Budget, Construction Loans, QuickBooks, Time Management, Delegation, Year-end Close, Month End Close, Forecasting, 1099 Preparation, Tax Preparation, Yardi Voyager
Education
Butler University 1996 — 2000
Bachelor of Science (B.S.), Accounting
Indiana University South Bend
Ameriprise Financial Services, Inc. February 2007 - Present
Education
Monmouth University 1990 — 1993
Bachelor of Applied Science (BASc), Business Administration and Management, General
Brookdale Community College 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Thrivent Financial August 2013 - Present
Woodbury Financial Services 2010 - 2013
Woodbury Financial Services October 2008 - December 2010
Ameriprise Financial Services, Inc. January 2007 - October 2008
Ratwik, Roszak & Maloney, P.A. September 2004 - January 2007
Skills
Compliance, Legal Compliance, Microsoft Office, Series 7, Series 63, Series 6, Series 24, Securities, Financial Advisory, FINRA
Education
The George Washington University Law School 2000 — 2003
Doctor of Law (J.D.), Law
University of Minnesota-Twin Cities 1996 — 1998
Bachelor of Arts (B.A.), English Language and Literature, General
Brown University 1991 — 1993
English Language and Literature, General
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial Services, Inc. February 2007 - July 2013
American Express Financial Advisors January 2002 - June 2006
Designs In Life Insurance Marketing January 1996 - November 1999
Education
California Polytechnic State University-San Luis Obispo 1991 — 1994
Bachelor's degree, Business Administration, Finance
Cuesta College 1988 — 1991
Associate of Arts (AA), Business Administration and Management, General
Atascadero High School