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
Randy Harrison Randy Harrison Indianapolis, Indiana Area Details
Randy Harrison's Ameriprise Financial Services, Inc. Experience January 2008 - December 2008
Job Financial Advisor at Charter Advisory Corporation
Industry Financial Services
Experience
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

Greg Lessard, CRPC® Greg Lessard, CRPC® Golden, Colorado Details
Greg Lessard, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2007 - August 2012
Job Founder & President, Aspen Leaf Partners
Industry Financial Services
Experience
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

Glenn Choquette Glenn Choquette Greater Minneapolis-St. Paul Area Details
Glenn Choquette's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
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

Jon Reineke Jon Reineke Greater Minneapolis-St. Paul Area Details
Jon Reineke's Ameriprise Financial Services, Inc. Experience May 2015 - July 2015
Job Business Technology Partner / IT Leader
Industry Information Technology and Services
Experience
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

Mark Farnham Mark Farnham Andover, Massachusetts Details
Mark Farnham's Ameriprise Financial Services, Inc. Experience 2001 - 2008
Job Founder at Option Scholar
Industry Financial Services
Experience
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

Daniel Monaghan Daniel Monaghan Minneapolis, Minnesota Details
Daniel Monaghan's Ameriprise Financial Services, Inc. Experience 2002 - July 2006
Job Owner @ HazerGam, L.L.C
Industry Entertainment
Experience
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

Raymond Arruda Jr,CFP Raymond Arruda Jr,CFP Johnston, Rhode Island Details
Raymond Arruda Jr,CFP's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2009 - Present
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

Lewis Taveras Lewis Taveras Jamaica Plain, Massachusetts Details
Lewis Taveras's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job UMASS Boston
Industry Information Technology and Services
Experience
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

Kyle McCauley Kyle McCauley Burnsville, Minnesota Details
Kyle McCauley's Ameriprise Financial Services, Inc. Experience March 2008 - June 2010
Job Information Security Analyst II at Federal Reserve Bank of Minneapolis
Industry Information Technology and Services
Experience
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

Nate Colbert Nate Colbert Sioux City, Iowa Area Details
Nate Colbert's Ameriprise Financial Services, Inc. Experience 2007 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Elizabeth R. McIntyre Elizabeth R. McIntyre Rancho Cucamonga, California Details
Elizabeth R. McIntyre's Ameriprise Financial Services, Inc. Experience November 2013 - September 2014
Job Accounting/Finance Assistant with Administrative skills
Industry Financial Services
Experience
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

Jan M Spielman, MBA, ChFC®, CRPC® Jan M Spielman, MBA, ChFC®, CRPC® Storm Lake, Iowa Details
Jan M Spielman, MBA, ChFC®, CRPC®'s Ameriprise Financial Services, Inc. Experience 1993 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Chelsie Spoon Chelsie Spoon Ventura, California Details
Chelsie Spoon's Ameriprise Financial Services, Inc. Experience August 2012 - December 2012
Job Healthcare Recruiter at Maxim Healthcare Services
Industry Financial Services
Experience
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

Byron Cone Byron Cone Walnut Creek, California Details
Byron Cone's Ameriprise Financial Services, Inc. Experience April 2011 - July 2013
Job General Manager at The Golf Club at Rio Vista
Industry Financial Services
Experience
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

Kyle Pieper, MBA CRPC® Kyle Pieper, MBA CRPC® Des Moines, Iowa Area Details
Kyle Pieper, MBA CRPC®'s Ameriprise Financial Services, Inc. Experience August 2009 - February 2012
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
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

Victor Rocchio Jr Victor Rocchio Jr Greater San Diego Area Details
Victor Rocchio Jr's Ameriprise Financial Services, Inc. Experience August 1997 - February 2001
Job Software Engineer at Advantage Resourcing Technical Staffing/ guitarist, Maple Grove Jazz Ensemble
Industry Information Technology and Services
Experience
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

Terry Hickey, CRPC Terry Hickey, CRPC Lodi, California Details
Terry Hickey, CRPC's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Financial Advisor, CRPC at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kristen Clawson Kristen Clawson Greater Los Angeles Area Details
Kristen Clawson's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Independent Environmental Services Professional
Industry Environmental Services
Experience
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

Razvan Mirica, CRPC® Razvan Mirica, CRPC® Greater Boston Area Details
Razvan Mirica, CRPC®'s Ameriprise Financial Services, Inc. Experience September 2005 - February 2015
Job Private Wealth Advisor at Flagship Harbor Advisors
Industry Financial Services
Experience
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

Adam Bilski Adam Bilski Indianapolis, Indiana Area Details
Adam Bilski's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Investments Advisor Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kayley Gilmore Kayley Gilmore Minneapolis, Minnesota Details
Kayley Gilmore's Ameriprise Financial Services, Inc. Experience August 2011 - September 2015
Job Web and Graphic Design / Content Publishing / Email Marketing
Industry Design
Experience
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

Clayton Post Clayton Post United States Details
Clayton Post's Ameriprise Financial Services, Inc. Experience 2012 - 2013
Job Product Marketing Specialist at Topcon Positioning Systems
Industry Financial Services
Experience
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

Yukai Sun Yukai Sun Chicago, Illinois Details
Yukai Sun's Ameriprise Financial Services, Inc. Experience August 2008 - January 2009
Job Student at Moody Graduate School
Industry Investment Management
Experience
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

Donald Young, CFP Donald Young, CFP Greater Boston Area Details
Donald Young, CFP's Ameriprise Financial Services, Inc. Experience October 1987 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
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

Jacob Bierstedt Jacob Bierstedt Las Vegas, Nevada Area Details
Jacob Bierstedt's Ameriprise Financial Services, Inc. Experience September 2012 - August 2014
Job Production Assistant at Northwestern Mutual
Industry Financial Services
Experience
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

Jermaine L Jamison, AAMS® CRPC® AWMA® Jermaine L Jamison, AAMS® CRPC® AWMA® Greater Los Angeles Area Details
Jermaine L Jamison, AAMS® CRPC® AWMA®'s Ameriprise Financial Services, Inc. Experience November 2008 - April 2012
Job Financial Advisor at Jamison, Grant & Associates, A financial advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
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

Jennifer Gayton Jennifer Gayton Greater Los Angeles Area Details
Jennifer Gayton's Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Bryan Qualley Bryan Qualley Chanhassen, Minnesota Details
Bryan Qualley's Ameriprise Financial Services, Inc. Experience October 2004 - June 2006
Job Technical Support Analyst at Federal Reserve Bank of Minneapolis
Industry Computer Networking
Experience
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

Dr. Bivas K. Ghosh, DBA, MBA, CFS, CRPC, CLTC Dr. Bivas K. Ghosh, DBA, MBA, CFS, CRPC, CLTC Midlothian, Virginia Details
Dr. Bivas K. Ghosh, DBA, MBA, CFS, CRPC, CLTC's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Financial Advisor | Franchise Owner at Ameriprise Financial; An Ameriprise Platinium Financial Services® Practice
Industry Financial Services
Experience
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

Rick Connett, MBA Rick Connett, MBA San Francisco Bay Area Details
Rick Connett, MBA's Ameriprise Financial Services, Inc. Experience December 2006 - Present
Job Financial Advisor | Associate Vice President
Industry Financial Services
Experience
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

Howie Rubenstein Howie Rubenstein Greater Atlanta Area Details
Howie Rubenstein's Ameriprise Financial Services, Inc. Experience 1997 - 2006
Job President/Owner, CoolSport LLC nat'l distributor of unique sporting goods accessories. Stay Cool...Play Cool!
Industry Sporting Goods
Experience
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

Timothy McGraw, CFP® Timothy McGraw, CFP® Providence, Rhode Island Area Details
Timothy McGraw, CFP®'s Ameriprise Financial Services, Inc. Experience November 2002 - Present
Job Associate Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2002 - Present

Education
Bryant University   1998 — 2002
Bachelor of Science in Business Administration, Accounting

Colin Sitarz Colin Sitarz Beverly, Massachusetts Details
Colin Sitarz's Ameriprise Financial Services, Inc. Experience May 2010 - June 2010
Job Commercial Lines Finance Analyst at Electric Insurance
Industry Insurance
Experience
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

Alyssa Wypychoski Alyssa Wypychoski Greater Boston Area Details
Alyssa Wypychoski's Ameriprise Financial Services, Inc. Experience September 2011 - May 2012
Job Internal Auditor at Liberty Mutual Insurance
Industry Insurance
Experience
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

Kayla Stormont Kayla Stormont Greater Los Angeles Area Details
Kayla Stormont's Ameriprise Financial Services, Inc. Experience September 2012 - May 2013
Job Executive Assistant to the CEO at Phenomenon
Industry Marketing and Advertising
Experience
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

Wayne Harlan Wayne Harlan Leawood, Kansas Details
Wayne Harlan's Ameriprise Financial Services, Inc. Experience January 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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 Eric Margison Greater San Diego Area Details
Eric Margison's Ameriprise Financial Services, Inc. Experience September 2005 - May 2006
Job Photographer
Industry Photography
Experience
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

Mike Toy Mike Toy Sunnyvale, California Details
Mike Toy's Ameriprise Financial Services, Inc. Experience July 2002 - April 2014
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
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

Andrew Margolin Andrew Margolin Greater New York City Area Details
Andrew Margolin's Ameriprise Financial Services, Inc. Experience April 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Paige Hynes Paige Hynes Concord, California Details
Paige Hynes's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Client Services Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Ralph G. Powell III Ralph G. Powell III Greater Pittsburgh Area Details
Ralph G. Powell III's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Frank Salvatore Frank Salvatore Providence, Rhode Island Area Details
Frank Salvatore's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Bronwyn Janzen Bronwyn Janzen Minneapolis, Minnesota Details
Bronwyn Janzen's Ameriprise Financial Services, Inc. Experience October 2005 - May 2009
Job Customer Service Professional
Industry Public Relations and Communications
Experience
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

Ami Lai Ami Lai Egg Harbor Township, New Jersey Details
Ami Lai's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Ameriprise Financial Executive Assistant
Industry Financial Services
Experience
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

Sara TarBush, CRPC® Sara TarBush, CRPC® United States Details
Sara TarBush, CRPC®'s Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry
Experience
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

Garth Gipson Garth Gipson Visalia, California Area Details
Garth Gipson's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Financial Advisor and Franchise Owner with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Joyce DeFlippo Joyce DeFlippo Orlando, Florida Area Details
Joyce DeFlippo's Ameriprise Financial Services, Inc. Experience May 2006 - Present
Job Client Support Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Amber Robinson, CDFA, CFP, ChFC, CLU, MBA Amber Robinson, CDFA, CFP, ChFC, CLU, MBA Charlotte, North Carolina Area Details
Amber Robinson, CDFA, CFP, ChFC, CLU, MBA's Ameriprise Financial Services, Inc. Experience 1999 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1999 - Present

Education
California Lutheran University   2006 — 2008
MBA, Financial Planning

Whittier College   1997 — 2001
BA, Business Administration, Finance

Alan Blinn CFP® Alan Blinn CFP® Greater Seattle Area Details
Alan Blinn CFP®'s Ameriprise Financial Services, Inc. Experience March 2007 - Present
Job Certified Financial Planner at AGP Wealth Advisors, An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
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

Seth Monroe, CRPC® Seth Monroe, CRPC® Miami/Fort Lauderdale Area Details
Seth Monroe, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2009 - October 2009
Job Financial Center Manager at Fifth Third Bank
Industry Financial Services
Experience
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

Constance Young Constance Young San Francisco Bay Area Details
Constance Young's Ameriprise Financial Services, Inc. Experience March 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Dallin Peterson Dallin Peterson Idaho Falls, Idaho Details
Dallin Peterson's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Alerian Hall Alerian Hall Seattle, Washington Details
Alerian Hall's Ameriprise Financial Services, Inc. Experience 2005 - 2008
Job Of Counsel at Insight Law Firm
Industry Law Practice
Experience
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

Sarah Showalter Sarah Showalter San Francisco Bay Area Details
Sarah Showalter's Ameriprise Financial Services, Inc. Experience 2010 - 2010
Job Health Writer and Private Music Instructor
Industry Health, Wellness and Fitness
Experience
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

Anthony Falcone Anthony Falcone Greater Philadelphia Area Details
Anthony Falcone's Ameriprise Financial Services, Inc. Experience May 2006 - October 2006
Job Patient Accounts Supervisor
Industry Hospital & Health Care
Experience
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

Denise Karle Denise Karle Fresno, California Area Details
Denise Karle's Ameriprise Financial Services, Inc. Experience 1997 - 2012
Job Financial Advisor with the practice of Donavan Brouwer, CFP at Ameriprise Financial
Industry Financial Services
Experience
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

Stephen J. Coffey, CFP®, CRPC®, CLTC Stephen J. Coffey, CFP®, CRPC®, CLTC Greater Boston Area Details
Stephen J. Coffey, CFP®, CRPC®, CLTC's Ameriprise Financial Services, Inc. Experience July 2006 - Present
Job Financial Advisor at The GW Group, a private wealth advisory practice for Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jeff Froman Jeff Froman Greenville, South Carolina Area Details
Jeff Froman's Ameriprise Financial Services, Inc. Experience 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Carl Friedemann Carl Friedemann Greater San Diego Area Details
Carl Friedemann's Ameriprise Financial Services, Inc. Experience June 1991 - Present
Job Private Wealth Advisor at Friedemann & Associates, A private wealth advisory practice Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1991 - Present

Education
California Lutheran University   1987 — 1990
Bachelor of Arts, Marketing/Advertising

Gregory Anderson, CFP® Gregory Anderson, CFP® Orlando, Florida Area Details
Gregory Anderson, CFP®'s Ameriprise Financial Services, Inc. Experience March 2009 - April 2010
Job Financial Professional
Industry Financial Services
Experience
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

Robert J. Tyler ,CFP®, Robert J. Tyler ,CFP®, Merced, California Area Details
Robert J. Tyler ,CFP®,'s Ameriprise Financial Services, Inc. Experience January 1989 - Present
Job Financial Advisor, Certified Financial Planner, practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1989 - Present

Education
California State University Stanislaus   1984 — 1986
B.S., Business Administration, Accounting

Greg Wright, CFP®, CLU® Greg Wright, CFP®, CLU® Greater San Diego Area Details
Greg Wright, CFP®, CLU®'s Ameriprise Financial Services, Inc. Experience 2001 - 2010
Job Vice President of Sales Training and BSAN
Industry Financial Services
Experience
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

Justin Biggins Justin Biggins Marlborough, Massachusetts Details
Justin Biggins's Ameriprise Financial Services, Inc. Experience May 2011 - August 2011
Job Business Development Representative at QuotaFactory
Industry Computer Software
Experience
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

Christopher Smeltzer Christopher Smeltzer Reno, Nevada Details
Christopher Smeltzer's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Todd L. Dreyer Todd L. Dreyer San Bernardino, California Details
Todd L. Dreyer's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Justin Waller, CFP® Justin Waller, CFP® Chico, California Details
Justin Waller, CFP®'s Ameriprise Financial Services, Inc. Experience April 2000 - August 2009
Job Certified Financial Planner at Waller Financial Coaching, LLC
Industry Financial Services
Experience
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

Hendra Tanuwijaya, CRPC®, APMA® Hendra Tanuwijaya, CRPC®, APMA® Bakersfield, California Details
Hendra Tanuwijaya, CRPC®, APMA®'s Ameriprise Financial Services, Inc. Experience 1990 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Ryder Hill Ryder Hill Greater Minneapolis-St. Paul Area Details
Ryder Hill's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Counsel at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Angela Olmanson Angela Olmanson San Rafael, California Details
Angela Olmanson's Ameriprise Financial Services, Inc. Experience August 2012 - December 2013
Job Asst Dean of Health Sciences at College of Marin
Industry Marketing and Advertising
Experience
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

Derrek Metz Derrek Metz Greater New York City Area Details
Derrek Metz's Ameriprise Financial Services, Inc. Experience October 2002 - January 2012
Job Managing Sales Director at Barnum Financial Group, an Office of MetLife
Industry Financial Services
Experience
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

Andrew Norolahi, CFP® Andrew Norolahi, CFP® Greater San Diego Area Details
Andrew Norolahi, CFP®'s Ameriprise Financial Services, Inc. Experience February 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Sandra Peters Sandra Peters Cranston, Rhode Island Details
Sandra Peters's Ameriprise Financial Services, Inc. Experience September 1998 - Present
Job Financial Advisor CRPC® Financial Advisor
Industry Financial Services
Experience
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

Donna Goode Donna Goode Greater Los Angeles Area Details
Donna Goode's Ameriprise Financial Services, Inc. Experience 2008 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
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

Jenni Nickels Jenni Nickels Greater Salt Lake City Area Details
Jenni Nickels's Ameriprise Financial Services, Inc. Experience August 2012 - September 2014
Job CEO, Nickels Family
Industry Individual & Family Services
Experience
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

Kara Meyer Kara Meyer Fresno, California Area Details
Kara Meyer's Ameriprise Financial Services, Inc. Experience December 2005 - July 2013
Job Business Administration in Accounting Student
Industry Individual & Family Services
Experience
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

Mary Catherine Patey Mary Catherine Patey Greater New York City Area Details
Mary Catherine Patey's Ameriprise Financial Services, Inc. Experience May 2008 - January 2009
Job Instructional Paraprofessional
Industry Primary/Secondary Education
Experience
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

Al Nicolosi CRPC® Al Nicolosi CRPC® Trenton, New Jersey Details
Al Nicolosi CRPC®'s Ameriprise Financial Services, Inc. Experience December 2008 - Present
Job Branch Manager, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Kathryn Hinton Kathryn Hinton Greater Boston Area Details
Kathryn Hinton's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Intern at Ameriprise Financial Services, Inc.
Industry
Experience
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

Jordan P. Taylor Jordan P. Taylor Greater Los Angeles Area Details
Jordan P. Taylor's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Christopher Gustafson Christopher Gustafson Greater Minneapolis-St. Paul Area Details
Christopher Gustafson's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Sr IT Operations Engineer at Ameriprise | Identity & Access Management | Leadership | Network Ops | Security | CISSP
Industry Financial Services
Experience
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

Connell McNamara Connell McNamara Hopkinton, Massachusetts Details
Connell McNamara's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Michael Meyer III Michael Meyer III Cottage Grove, Minnesota Details
Michael Meyer III's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job JS Developer at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
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

Todd Hall, CFP® Todd Hall, CFP® Greater Atlanta Area Details
Todd Hall, CFP®'s Ameriprise Financial Services, Inc. Experience December 2002 - December 2006
Job Homrich Berg
Industry Financial Services
Experience
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

Julie ODell Julie ODell Greater Minneapolis-St. Paul Area Details
Julie ODell's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Senior Business Program Coordinator at Ameriprise Financial
Industry Financial Services
Experience
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

John Lawler John Lawler Santa Rosa, California Details
John Lawler's Ameriprise Financial Services, Inc. Experience June 2011 - September 2011
Job Financial Advisor / Accountant at North Bay Perfusion
Industry Financial Services
Experience
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

Andy Effron Andy Effron Greater Boston Area Details
Andy Effron's Ameriprise Financial Services, Inc. Experience March 2009 - November 2009
Job Senior Corporate Recruiter at Sun Life Financial
Industry Financial Services
Experience
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

Greg Messmore Greg Messmore Waterloo, Iowa Area Details
Greg Messmore's Ameriprise Financial Services, Inc. Experience January 1989 - May 2007
Job Recruiter at Thrivent Financial ► Recruiting Top Sales Leaders in Iowa to Help Individuals Be Wise With Money
Industry Financial Services
Experience
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

Melissa Melbon Melissa Melbon Greater Los Angeles Area Details
Melissa Melbon's Ameriprise Financial Services, Inc. Experience August 2014 - August 2015
Job ECommerce
Industry Information Technology and Services
Experience
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

Christopher Mulloy, CFP® Christopher Mulloy, CFP® Reno, Nevada Details
Christopher Mulloy, CFP®'s Ameriprise Financial Services, Inc. Experience December 1999 - Present
Job Certified Financial Planner™ practitioner
Industry Financial Services
Experience
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

Charlie Ker Charlie Ker Spokane, Washington Details
Charlie Ker's Ameriprise Financial Services, Inc. Experience March 2010 - August 2015
Job Independent Wealth Connections
Industry Financial Services
Experience
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

Melina Van Alstine Melina Van Alstine Greater Minneapolis-St. Paul Area Details
Melina Van Alstine's Ameriprise Financial Services, Inc. Experience June 2011 - February 2012
Job Account Executive
Industry Marketing and Advertising
Experience
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

Elizabeth Cattell Elizabeth Cattell Falmouth, Maine Details
Elizabeth Cattell's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Receptionist at Ameriprise Financial Services, Inc.
Industry Restaurants
Experience
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

Max Pido Max Pido Ventura, California Details
Max Pido's Ameriprise Financial Services, Inc. Experience May 2014 - August 2014
Job Young Professional Looking For New And Exciting Opportunities
Industry Logistics and Supply Chain
Experience
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

Jessica McMahon Jessica McMahon San Francisco, California Details
Jessica McMahon's Ameriprise Financial Services, Inc. Experience September 2013 - June 2014
Job Business Advisor Financial Services Office at EY
Industry Financial Services
Experience
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

Tom Zahratka Tom Zahratka Saint Paul, Minnesota Details
Tom Zahratka's Ameriprise Financial Services, Inc. Experience January 1999 - June 2001
Job .NET Developer at Imation
Industry Education Management
Experience
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

David DeCelle David DeCelle Greater Boston Area Details
David DeCelle's Ameriprise Financial Services, Inc. Experience January 2011 - May 2011
Job at Northwestern Mutual Financial Network
Industry Financial Services
Experience
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

Rick Wertheim Rick Wertheim Sacramento, California Area Details
Rick Wertheim's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Lisa Andersen ChFC Lisa Andersen ChFC Greater Minneapolis-St. Paul Area Details
Lisa Andersen ChFC's Ameriprise Financial Services, Inc. Experience June 2002 - September 2004
Job Director of LTD Claims at The Hartford
Industry Financial Services
Experience
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

Teresa Whitesel Navarro Teresa Whitesel Navarro San Luis Obispo, California Area Details
Teresa Whitesel Navarro's Ameriprise Financial Services, Inc. Experience September 2005 - April 2007
Job Owner The Tamale Club
Industry Financial Services
Experience
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

Douglas Emerzian Douglas Emerzian Boston, Massachusetts Details
Douglas Emerzian's Ameriprise Financial Services, Inc. Experience January 2010 - May 2010
Job Senior Financial Analyst at STAG Industrial, Inc.
Industry Banking
Experience
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

Jennifer Leichter Jennifer Leichter Walnut Creek, California Details
Jennifer Leichter's Ameriprise Financial Services, Inc. Experience 2007 - 2009
Job Registered Support Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2007 - 2009
Ameriprise Financial Services, Inc.   2004 - 2007

Education
Cal Poly Pomona   1999 — 2004
Bachelor of Arts (B.A.), Marketing

Dallas Harasim Dallas Harasim Boston, Massachusetts Details
Dallas Harasim's Ameriprise Financial Services, Inc. Experience September 2011 - December 2011
Job Corporate Freight Manager at Sheehan Family Companies
Industry Wine and Spirits
Experience
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

Anthony Dell'Aquila Anthony Dell'Aquila Providence, Rhode Island Area Details
Anthony Dell'Aquila's Ameriprise Financial Services, Inc. Experience September 2013 - December 2013
Job Merill Edge Investment Specialist
Industry Financial Services
Experience
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

Fey Saephan Fey Saephan Orange County, California Area Details
Fey Saephan's Ameriprise Financial Services, Inc. Experience 2007 — 2008
Job Strategic Sourcing
Industry Information Services
Experience
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

Mitchel Pilipovic Mitchel Pilipovic Greater Minneapolis-St. Paul Area Details
Mitchel Pilipovic's Ameriprise Financial Services, Inc. Experience May 2012 - June 2012
Job
Industry Information Services
Experience
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

Dora Villa Dora Villa Turlock, California Details
Dora Villa's Ameriprise Financial Services, Inc. Experience January 1998 - Present
Job Financial Advisor, Ameriprise Financial Services Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   January 1998 - Present

Education
California State University Stanislaus   1993 — 1998

Kevin Klipstein Kevin Klipstein Greater Minneapolis-St. Paul Area Details
Kevin Klipstein's Ameriprise Financial Services, Inc. Experience 2001 - 2007
Job Information Technology and Services Consultant and Contractor
Industry Information Technology and Services
Experience
Unisys  2012 - Present
CDI IT Services   2005 - 2012
Ameriprise Financial Services, Inc.   2001 - 2007

Education
Brown College   2000 — 2001

Steve Haakinson, CFP® Steve Haakinson, CFP® Greater Omaha Area Details
Steve Haakinson, CFP®'s Ameriprise Financial Services, Inc. Experience August 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1997 - Present

Education
Buena Vista University   1992 — 1995
BA, Mgmt-Entrepreneur

Ryan Gasca Ryan Gasca Greater Minneapolis-St. Paul Area Details
Ryan Gasca's Ameriprise Financial Services, Inc. Experience December 2012 - June 2014
Job Owner and operator of Franklin's Campfire S'mores
Industry Food & Beverages
Experience
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

Rugo Santini Rugo Santini Greater Boston Area Details
Rugo Santini's Ameriprise Financial Services, Inc. Experience November 2006 - February 2012
Job NE Moves Mortgage
Industry Financial Services
Experience
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

Chad Jorgensen Chad Jorgensen Walnut Creek, California Details
Chad Jorgensen's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

John Scullin, CRPC® John Scullin, CRPC® Greater Minneapolis-St. Paul Area Details
John Scullin, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Customer Professional Insurance at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Steven Rhein CFP MBA Steven Rhein CFP MBA Prescott, Arizona Details
Steven Rhein CFP MBA's Ameriprise Financial Services, Inc. Experience April 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Bob Harden Bob Harden Naples, Florida Area Details
Bob Harden's Ameriprise Financial Services, Inc. Experience 1995 - 2001
Job Talk Show Host on www.bobharden.com
Industry Media Production
Experience
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

Edwin Kumar Edwin Kumar Modesto, California Area Details
Edwin Kumar's Ameriprise Financial Services, Inc. Experience February 2006 - April 2007
Job hi
Industry Information Services
Experience
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

Lisa Boomgaarden Lisa Boomgaarden Milaca, Minnesota Details
Lisa Boomgaarden's Ameriprise Financial Services, Inc. Experience 2010 - Present
Job Business Analyst Retail Payments Services
Industry Financial Services
Experience
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

Navy Klomsue Navy Klomsue United States Details
Navy Klomsue's Ameriprise Financial Services, Inc. Experience July 2006 - Present
Job Financial Advisor with Pahal, Vora, and Associates a financial advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2006 - Present

Education
California State Polytechnic University-Pomona
IT, Economics, Finance

Larry Brandmire Larry Brandmire Greater Minneapolis-St. Paul Area Details
Larry Brandmire's Ameriprise Financial Services, Inc. Experience May 2012 - October 2012
Job Experienced Computer Services/Technical Analyst, Entrepeneur
Industry Information Technology and Services
Experience
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

John Scambray John Scambray Sacramento, California Area Details
John Scambray's Ameriprise Financial Services, Inc. Experience June 2009 - May 2013
Job Wealth Management Executive
Industry Financial Services
Experience
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

Drew Fitzmorris Drew Fitzmorris Greater Detroit Area Details
Drew Fitzmorris's Ameriprise Financial Services, Inc. Experience 2001 - 2009
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Aimee Rose Matthews Aimee Rose Matthews Chico, California Area Details
Aimee Rose Matthews's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
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

Jessica Otterman Jessica Otterman Indianapolis, Indiana Area Details
Jessica Otterman's Ameriprise Financial Services, Inc. Experience January 2013 - May 2013
Job Portfolio Review Coordinator at Simon Property Group
Industry Real Estate
Experience
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

Keith Lagasse Keith Lagasse Providence, Rhode Island Area Details
Keith Lagasse's Ameriprise Financial Services, Inc. Experience September 2008 - October 2008
Job Patrol Officer with Narragansett Police Dept
Industry Law Enforcement
Experience
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

Jeffrey Wiltse Jeffrey Wiltse Las Vegas, Nevada Area Details
Jeffrey Wiltse's Ameriprise Financial Services, Inc. Experience May 2012 - October 2013
Job Senior Registered Client Associate at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
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

John Hougen, MBA John Hougen, MBA Greater Minneapolis-St. Paul Area Details
John Hougen, MBA's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Audit Manager at Ameriprise Financial Services, Inc.
Industry Accounting
Experience
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

Richard Radloff Richard Radloff Madison, Wisconsin Area Details
Richard Radloff's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Paraplanner/Investment Specialist at Ameriprise Financial Services, Inc.
Industry Retail
Experience
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 LoCurto Sean LoCurto Greater New York City Area Details
Sean LoCurto's Ameriprise Financial Services, Inc. Experience January 2014 - February 2014
Job Seans Consignment Store
Industry Real Estate
Experience
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

Patrick Keegan Patrick Keegan Greater Atlanta Area Details
Patrick Keegan's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Complex Director at Ameriprise Financial Services
Industry Financial Services
Experience
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

Andrew Yazmer Andrew Yazmer Boston, Massachusetts Details
Andrew Yazmer's Ameriprise Financial Services, Inc. Experience September 2011 - January 2012
Job John Hancock Financial (U.S.A.)
Industry Financial Services
Experience
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

Dallas Harasim Dallas Harasim Greater Boston Area Details
Dallas Harasim's Ameriprise Financial Services, Inc. Experience September 2011 - December 2011
Job Graduate Student at Hult International Business School
Industry Financial Services
Experience
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

Stacey Fontanelli Stacey Fontanelli Albany, New York Details
Stacey Fontanelli's Ameriprise Financial Services, Inc. Experience December 2010 - Present
Job Senior Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jennifer Whitmer Jennifer Whitmer South Bend, Indiana Details
Jennifer Whitmer's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Accountant at Ameriprise Financial Services, Inc.
Industry Accounting
Experience
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

Trisha Hintze Trisha Hintze Red Bank, New Jersey Details
Trisha Hintze's Ameriprise Financial Services, Inc. Experience February 2007 - Present
Job Admin Assist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Dawit Haile Dawit Haile Saint Paul, Minnesota Details
Dawit Haile's Ameriprise Financial Services, Inc. Experience January 2007 - October 2008
Job Compliance/Regulatory Analyst at Thrivent Financial
Industry Financial Services
Experience
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

Deborah Garza Deborah Garza San Luis Obispo, California Details
Deborah Garza's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

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