IDS AMERICAN EXPRESS
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IDS AMERICAN EXPRESS Employees
Employee
Years
Job
Industry
Ann Ziegler-Lauder Ann Ziegler-Lauder's IDS AMERICAN EXPRESS Experience 1983 - 1985
Job English as a Second Language Teacher at Mifflin County School District
Industry
Experience
Mifflin County School District December 2001 - Present
IDS American Express 1983 - 1985
PA Migrant Education 1981 - 1983
Wycliffe Bible Translators August 1979 - May 1981
Richard Wiener, Inc. 1978 - 1979
Skills
Curriculum Design, Spanish, Curriculum Development, Teaching, Educational Leadership, Higher Education, Lesson Planning, Instructional Design, Elementary Education
Education
Millersville University of Pennsylvania 1975 — 1977
BA, Spanish
Messiah College 1973 — 1975
Spanish
Mifflin County School District December 2001 - Present
IDS American Express 1983 - 1985
PA Migrant Education 1981 - 1983
Wycliffe Bible Translators August 1979 - May 1981
Richard Wiener, Inc. 1978 - 1979
Skills
Curriculum Design, Spanish, Curriculum Development, Teaching, Educational Leadership, Higher Education, Lesson Planning, Instructional Design, Elementary Education
Education
Millersville University of Pennsylvania 1975 — 1977
BA, Spanish
Messiah College 1973 — 1975
Spanish
John Gentry, CFP®, CEBS, CRPS®, AIF® John Gentry, CFP®, CEBS, CRPS®, AIF®'s IDS AMERICAN EXPRESS Experience August 1988 - October 1989
Job Managing Director at Streamline Partners
Industry Financial Services
Experience
Streamline Partners January 2015 - Present
Bank of America Merrill Lynch, Retirement & Benefit Plan Services January 2009 - March 2014
Bank of America Merrill Lynch July 2004 - December 2009
Fidelity Investments, National Financial Services July 2001 - July 2004
Fidelity Investments December 1999 - July 2001
Fidelity Investments Tax Exempt Services Co. June 1996 - November 1999
Fidelity Investments Life Insurance Co. June 1992 - June 1996
Fidelity Investments October 1989 - June 1992
IDS American Express August 1988 - October 1989
Skills
ERISA, Consultative Selling, Marketing Strategy, Project Management, Product Management, Retirement, Series 7, Retirement Planning, 401k, Employee Benefits, Financial Services, Investment Management, Mutual Funds, Financial Advisory, Strategic Financial..., Financial Planning, Securities, Defined Benefit, Defined Contribution, IRAs, Equities, Series 63, Asset Allocation, Wealth Management, Series 65, Investment Advisory, FINRA
Education
The University of Connecticut School of Business 1980 — 1984
B.S. Finance, Finance, Economics, French
Streamline Partners January 2015 - Present
Bank of America Merrill Lynch, Retirement & Benefit Plan Services January 2009 - March 2014
Bank of America Merrill Lynch July 2004 - December 2009
Fidelity Investments, National Financial Services July 2001 - July 2004
Fidelity Investments December 1999 - July 2001
Fidelity Investments Tax Exempt Services Co. June 1996 - November 1999
Fidelity Investments Life Insurance Co. June 1992 - June 1996
Fidelity Investments October 1989 - June 1992
IDS American Express August 1988 - October 1989
Skills
ERISA, Consultative Selling, Marketing Strategy, Project Management, Product Management, Retirement, Series 7, Retirement Planning, 401k, Employee Benefits, Financial Services, Investment Management, Mutual Funds, Financial Advisory, Strategic Financial..., Financial Planning, Securities, Defined Benefit, Defined Contribution, IRAs, Equities, Series 63, Asset Allocation, Wealth Management, Series 65, Investment Advisory, FINRA
Education
The University of Connecticut School of Business 1980 — 1984
B.S. Finance, Finance, Economics, French
Shana (Warshaw) Alexander's IDS AMERICAN EXPRESS Experience 1994 - 1997
Job Executive Advisor to Chamberlain Group
Industry Financial Services
Experience
Chamberlain Group July 2015 - Present
Nabu, LLC July 2013 - Present
Chamberlain Group January 2014 - June 2015
BNY Mellon November 2006 - August 2013
Paul Comstock Partners April 2003 - August 2006
Wells Fargo January 1999 - April 2003
Bank of America 1997 - 1999
IDS American Express 1994 - 1997
Skills
Wealth Management, Asset Management, Wealth Management..., Wealth, Investment Management, Estate Planning, Alternative Investments, Private Banking, Portfolio Management, Hedge Funds, Family Office, Venture Capital, Securities, Investments, Mutual Funds, Asset Allocation, Private Equity, Investment Advisory, Equities
Education
California State University-Chico 1984 — 1989
BA
Chamberlain Group July 2015 - Present
Nabu, LLC July 2013 - Present
Chamberlain Group January 2014 - June 2015
BNY Mellon November 2006 - August 2013
Paul Comstock Partners April 2003 - August 2006
Wells Fargo January 1999 - April 2003
Bank of America 1997 - 1999
IDS American Express 1994 - 1997
Skills
Wealth Management, Asset Management, Wealth Management..., Wealth, Investment Management, Estate Planning, Alternative Investments, Private Banking, Portfolio Management, Hedge Funds, Family Office, Venture Capital, Securities, Investments, Mutual Funds, Asset Allocation, Private Equity, Investment Advisory, Equities
Education
California State University-Chico 1984 — 1989
BA
Larry Manchester Larry Manchester's IDS AMERICAN EXPRESS Experience January 1990 - January 1991
Job Bass / Vocals at Cheeze N' Krackers
Industry Entertainment
Experience
Cheeze N' Krackers January 2013 - Present
Self-employed August 1956 - Present
Arizona Department of Corrections June 2001 - September 2010
Vision Engraving & Routing Systems January 1998 - October 2000
Soft Bank Services Group January 1995 - January 1998
IDS American Express January 1990 - January 1991
Husky House Restaurant January 1984 - January 1989
Skills
Eclectic Hodge Podge of..., Government, Public Speaking, Security, Microsoft Excel
Education
Bryant and Stratton College-Southtowns
East Aurora High School
Cheeze N' Krackers January 2013 - Present
Self-employed August 1956 - Present
Arizona Department of Corrections June 2001 - September 2010
Vision Engraving & Routing Systems January 1998 - October 2000
Soft Bank Services Group January 1995 - January 1998
IDS American Express January 1990 - January 1991
Husky House Restaurant January 1984 - January 1989
Skills
Eclectic Hodge Podge of..., Government, Public Speaking, Security, Microsoft Excel
Education
Bryant and Stratton College-Southtowns
East Aurora High School
Amy Kron Amy Kron's IDS AMERICAN EXPRESS Experience 1991 - 1993
Job Senior Investment Officer at BLX Group LLC
Industry Financial Services
Experience
BLX Group LLC June 2001 - Present
Fund Services Advisors July 1993 - July 2001
IDS - American Express 1991 - 1993
Skills
Strategy, Due Diligence, Investments, Finance, Financial Modeling, Investment Advisory, Marketing, Capital Markets, Leadership, Management, Financial Analysis, Risk Management, Banking, Portfolio Management, Bonds, Consulting
Education
Fordham University 1996 — 2001
Master of Business Administration (M.B.A.), Finance, General
Loyola Marymount University 1995 — 1996
Ithaca College 1987 — 1991
Bachelor of Science (BS), Finance, General
BLX Group LLC June 2001 - Present
Fund Services Advisors July 1993 - July 2001
IDS - American Express 1991 - 1993
Skills
Strategy, Due Diligence, Investments, Finance, Financial Modeling, Investment Advisory, Marketing, Capital Markets, Leadership, Management, Financial Analysis, Risk Management, Banking, Portfolio Management, Bonds, Consulting
Education
Fordham University 1996 — 2001
Master of Business Administration (M.B.A.), Finance, General
Loyola Marymount University 1995 — 1996
Ithaca College 1987 — 1991
Bachelor of Science (BS), Finance, General
Maria McGill's IDS AMERICAN EXPRESS Experience January 1991 - January 1994
Job Substitute at Loudoun County Public Schools
Industry Human Resources
Experience
Loudoun County Public Schools September 2014 - Present
Marriott HQ January 1994 - January 1998
IDS American Express January 1991 - January 1994
Kelly Temporary Services January 1990 - January 1991
The Childrens Place January 1988 - January 1989
Education
University of Maryland College Park
B.S, Management and Consumer Studies
Springbrook HS
Loudoun County Public Schools September 2014 - Present
Marriott HQ January 1994 - January 1998
IDS American Express January 1991 - January 1994
Kelly Temporary Services January 1990 - January 1991
The Childrens Place January 1988 - January 1989
Education
University of Maryland College Park
B.S, Management and Consumer Studies
Springbrook HS
Laura De La Horra Laura De La Horra's IDS AMERICAN EXPRESS Experience 1990 - 1995
Job President at Love Your Getaway
Industry Translation and Localization
Experience
Love Your Getaway January 2012 - Present
New Line Transport, LLC December 2003 - December 2013
george weston bakeries 1999 - 2003
Americas Export 1995 - 1999
IDS American Express 1990 - 1995
Skills
Strategic Financial..., Financial Reporting, Forecasting, Sarbanes-Oxley Act, Financial Analysis, Accounting, Variance Analysis, Internal Controls, Cost Accounting, General Ledger, Budgets, SAP, GAAP, Accounts Payable, Process Improvement, Cash Flow, Fixed Assets, Family Vacations, Consolidation, Responsiveness, Cruising, Disney Vacations, Customer Service, Strategic Planning
Education
University of Miami - School of Business 2001 — 2002
MBA, Business Administration and Management, General
Florida International University - College of Business Administration 1990 — 1993
BA, Finance
St. Brendan High School 1984 — 1988
St. Theresa Catholic School 1975 — 1984
Love Your Getaway January 2012 - Present
New Line Transport, LLC December 2003 - December 2013
george weston bakeries 1999 - 2003
Americas Export 1995 - 1999
IDS American Express 1990 - 1995
Skills
Strategic Financial..., Financial Reporting, Forecasting, Sarbanes-Oxley Act, Financial Analysis, Accounting, Variance Analysis, Internal Controls, Cost Accounting, General Ledger, Budgets, SAP, GAAP, Accounts Payable, Process Improvement, Cash Flow, Fixed Assets, Family Vacations, Consolidation, Responsiveness, Cruising, Disney Vacations, Customer Service, Strategic Planning
Education
University of Miami - School of Business 2001 — 2002
MBA, Business Administration and Management, General
Florida International University - College of Business Administration 1990 — 1993
BA, Finance
St. Brendan High School 1984 — 1988
St. Theresa Catholic School 1975 — 1984
Roger Bliss Roger Bliss's IDS AMERICAN EXPRESS Experience October 1992 - February 1994
Job Treasury/Manager of Finance
Industry Information Technology and Services
Experience
Hitachi Data Systems Corporation March 1999 - July 2008
Hitachi Data Systems Corporation May 1996 - March 1999
Fresh Choice Produce Company February 1994 - May 1996
IDS AMERICAN EXPRESS October 1992 - February 1994
Infrared Radiation Technologies May 1987 - October 1992
Education
United States International University 1977 — 1979
MBA, International Business
Kent State University
BBA
Hitachi Data Systems Corporation March 1999 - July 2008
Hitachi Data Systems Corporation May 1996 - March 1999
Fresh Choice Produce Company February 1994 - May 1996
IDS AMERICAN EXPRESS October 1992 - February 1994
Infrared Radiation Technologies May 1987 - October 1992
Education
United States International University 1977 — 1979
MBA, International Business
Kent State University
BBA
Geoff Oprandy, CFP®, ChFC®, CLU® Geoff Oprandy, CFP®, ChFC®, CLU®'s IDS AMERICAN EXPRESS Experience October 1993 - October 1999
Job Senior Vice President
Industry Financial Services
Experience
SagePoint Financial September 2010 - Present
YourCEONow June 2009 - Present
Ameriprise Financial August 2004 - March 2009
American Express Financial Advisors October 1999 - August 2004
IDS - American Express October 1993 - October 1999
Education
Stockton University
Business, Finance and Economics
College for Financial Planning
CFP®, Financial Planning
The American College
ChFC® & CLU®, Financial Planning & Insurance
SagePoint Financial September 2010 - Present
YourCEONow June 2009 - Present
Ameriprise Financial August 2004 - March 2009
American Express Financial Advisors October 1999 - August 2004
IDS - American Express October 1993 - October 1999
Education
Stockton University
Business, Finance and Economics
College for Financial Planning
CFP®, Financial Planning
The American College
ChFC® & CLU®, Financial Planning & Insurance
John Mertes John Mertes's IDS AMERICAN EXPRESS Experience February 1987 - December 1988
Job General Manager at Ziker Cleaners
Industry Consumer Services
Experience
Ziker Cleaners 2004 - Present
IDS American Express February 1987 - December 1988
United States Air Force June 1979 - February 1987
Skills
Team Building, Leadership, Training, Sales Management, Event Planning, Management, Strategic Planning, Customer Service, New Business Development, Leadership Development, Negotiation, Customer Satisfaction, Coaching, Retail, Business Development, Time Management, B2B, Business Strategy, Sales Operations, Sales, Entrepreneurship, Team Leadership, Marketing, Small Business, Operations Management, Customer Retention, Social Networking, Marketing Strategy, Analysis, Account Management, Inventory Management, Business Planning, Start-ups, Budgets, Teamwork, Contract Negotiation, Selling, Customer Relations, Fundraising, Public Relations, Production, Problem Solving, Budgeting, Dry Cleaning, Not for Profit, Capital Budgeting, Strategy
Education
Park University 1983 — 1986
Business Management, Bachelor of Science
Cerro Coso Community College 1980 — 1982
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Ziker Cleaners 2004 - Present
IDS American Express February 1987 - December 1988
United States Air Force June 1979 - February 1987
Skills
Team Building, Leadership, Training, Sales Management, Event Planning, Management, Strategic Planning, Customer Service, New Business Development, Leadership Development, Negotiation, Customer Satisfaction, Coaching, Retail, Business Development, Time Management, B2B, Business Strategy, Sales Operations, Sales, Entrepreneurship, Team Leadership, Marketing, Small Business, Operations Management, Customer Retention, Social Networking, Marketing Strategy, Analysis, Account Management, Inventory Management, Business Planning, Start-ups, Budgets, Teamwork, Contract Negotiation, Selling, Customer Relations, Fundraising, Public Relations, Production, Problem Solving, Budgeting, Dry Cleaning, Not for Profit, Capital Budgeting, Strategy
Education
Park University 1983 — 1986
Business Management, Bachelor of Science
Cerro Coso Community College 1980 — 1982
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Jolyn Bulthuis Jolyn Bulthuis's IDS AMERICAN EXPRESS Experience January 1982 - September 1984
Job Owner at Girlfriend Staging & Design
Industry Consumer Services
Experience
Girlfriend Staging & Design November 2011 - Present
Strait-Line Decorating August 1990 - Present
Steve Bulthuis ltd. August 1990 - Present
American Savings Bank June 1986 - February 1988
IDS/ American Express January 1982 - September 1984
Skills
Advertising, Product Development, Graphic Design, Social Media, Sales, Customer Service, Microsoft Office, Sales Management, New Business Development, Marketing Strategy, Social Media Marketing, Leadership, Email Marketing
Education
Valparaiso University, Valparaiso 1981 — 1982
BS, Business Administration
Illinois Wesleyan University 1978 — 1981
International Business
Girlfriend Staging & Design November 2011 - Present
Strait-Line Decorating August 1990 - Present
Steve Bulthuis ltd. August 1990 - Present
American Savings Bank June 1986 - February 1988
IDS/ American Express January 1982 - September 1984
Skills
Advertising, Product Development, Graphic Design, Social Media, Sales, Customer Service, Microsoft Office, Sales Management, New Business Development, Marketing Strategy, Social Media Marketing, Leadership, Email Marketing
Education
Valparaiso University, Valparaiso 1981 — 1982
BS, Business Administration
Illinois Wesleyan University 1978 — 1981
International Business
Jeff Fontaine's IDS AMERICAN EXPRESS Experience January 1985 - January 1986
Job General Manager / Strategic Planner / former CitizenSoldier
Industry Executive Office
Experience
Capital Solutions Services LLC January 1986 - Present
US Army January 2008 - September 2012
USAR October 2006 - January 2008
Culver Academies 2005 - 2007
Florida Army National Guard October 1998 - September 2003
32d Army Air and Missile Defense Command (32d AAMDC) September 2001 - September 2002
38th Infantry Division Indiana Army National Guard October 1995 - September 1997
Central Florida Motorola dealer December 1994 - September 1995
Law Enforcement Records Management Software - BCCS January 1990 - January 1993
IDS, American Express January 1985 - January 1986
Skills
Military, Army, Security Clearance, Government, DoD, Defense, Intelligence Analysis, Command, Military Operations, Military Training, Afghanistan, Process Improvement, Logistics, Security+, Counterterrorism, Air Force, Information Assurance, Navy, Military Experience, Security, Supervisory Skills, Emergency Management, Enforcement, National Security, NATO, Government Contracting, Program Management, Team Building, Physical Security, Electronic Warfare, Organizational..., Crisis Management, Helicopters, Homeland Security, Training, Leadership, Aviation, Systems Engineering, Top Secret, Intelligence, Risk Assessment, Operational Planning, Tactics, Weapons, Security Management, Force Protection, Firearms, Analysis, Policy, Disaster Response
Education
US Army Command/General Staff College 2009 2008 — 2009
US Army Field Artillery School (USAFAS) 1994 — 1994
Branch Qualification
USCG RTC Yorktown 1979
DePauw University 1975 — 1978
BA
Miami University 1973 — 1975
Culver Summer Schools 1966 — 1973
Capital Solutions Services LLC January 1986 - Present
US Army January 2008 - September 2012
USAR October 2006 - January 2008
Culver Academies 2005 - 2007
Florida Army National Guard October 1998 - September 2003
32d Army Air and Missile Defense Command (32d AAMDC) September 2001 - September 2002
38th Infantry Division Indiana Army National Guard October 1995 - September 1997
Central Florida Motorola dealer December 1994 - September 1995
Law Enforcement Records Management Software - BCCS January 1990 - January 1993
IDS, American Express January 1985 - January 1986
Skills
Military, Army, Security Clearance, Government, DoD, Defense, Intelligence Analysis, Command, Military Operations, Military Training, Afghanistan, Process Improvement, Logistics, Security+, Counterterrorism, Air Force, Information Assurance, Navy, Military Experience, Security, Supervisory Skills, Emergency Management, Enforcement, National Security, NATO, Government Contracting, Program Management, Team Building, Physical Security, Electronic Warfare, Organizational..., Crisis Management, Helicopters, Homeland Security, Training, Leadership, Aviation, Systems Engineering, Top Secret, Intelligence, Risk Assessment, Operational Planning, Tactics, Weapons, Security Management, Force Protection, Firearms, Analysis, Policy, Disaster Response
Education
US Army Command/General Staff College 2009 2008 — 2009
US Army Field Artillery School (USAFAS) 1994 — 1994
Branch Qualification
USCG RTC Yorktown 1979
DePauw University 1975 — 1978
BA
Miami University 1973 — 1975
Culver Summer Schools 1966 — 1973
Gene Wolfe,CLU, CHFC's IDS AMERICAN EXPRESS Experience March 1987 - July 1991
Job Vice President at Mercury Financial Group
Industry Financial Services
Experience
Mercury Financial Group March 2012 - Present
Lakeside Advisors November 2004 - March 2012
The Householder Group March 2003 - October 2004
Fortis Financial Group August 1991 - December 2003
IDS American Express March 1987 - July 1991
Skills
Retirement, Strategic Financial..., Succession Planning, Retirement Planning, Wealth Management, Mutual Funds, Investments, Life Insurance, Fixed Annuities, Strategic Planning, Long-term Care, High Net Worth..., Estate Planning, Disability Insurance, Series 7, Series 63
Education
St. Olaf College 1972 — 1976
BA, History, Religion
Mercury Financial Group March 2012 - Present
Lakeside Advisors November 2004 - March 2012
The Householder Group March 2003 - October 2004
Fortis Financial Group August 1991 - December 2003
IDS American Express March 1987 - July 1991
Skills
Retirement, Strategic Financial..., Succession Planning, Retirement Planning, Wealth Management, Mutual Funds, Investments, Life Insurance, Fixed Annuities, Strategic Planning, Long-term Care, High Net Worth..., Estate Planning, Disability Insurance, Series 7, Series 63
Education
St. Olaf College 1972 — 1976
BA, History, Religion
Glenn McDuffy Glenn McDuffy's IDS AMERICAN EXPRESS Experience October 1994 - June 1996
Job Business Consultant, SMG Business Consultants, Inc., Professional Speaker
Industry Investment Management
Experience
SMG Business Consultants, Inc. January 2015 - Present
Virgin Islands Small Business Development Center April 2012 - January 2015
SOU Small Business Development Center January 2010 - March 2012
Southern Oregon University July 2009 - March 2012
Rogue Community College March 2010 - September 2010
ORCOM International, LLC January 1996 - July 2008
IDS American Express October 1994 - June 1996
McDuffy Financial Services June 1982 - March 1994
McDuffy Land Development, Inc. June 1980 - January 1982
Skills
Project Management, Marketing, Customer Service, Business Development, Sales, Public Speaking, Grant Writing, Adult Education, Leadership Development, Higher Education, Coaching, Financial Advisory, Financial Analysis, Syndications, Start-ups, Management, Training, Nonprofits, Program Management, Management Consulting, Event Planning, Budgets
Education
Southern Oregon University 2008 — 2009
Master of Art in Teaching, Business
University of Phoenix 2007 — 2008
Masters of Education, Adult Education
SMG Business Consultants, Inc. January 2015 - Present
Virgin Islands Small Business Development Center April 2012 - January 2015
SOU Small Business Development Center January 2010 - March 2012
Southern Oregon University July 2009 - March 2012
Rogue Community College March 2010 - September 2010
ORCOM International, LLC January 1996 - July 2008
IDS American Express October 1994 - June 1996
McDuffy Financial Services June 1982 - March 1994
McDuffy Land Development, Inc. June 1980 - January 1982
Skills
Project Management, Marketing, Customer Service, Business Development, Sales, Public Speaking, Grant Writing, Adult Education, Leadership Development, Higher Education, Coaching, Financial Advisory, Financial Analysis, Syndications, Start-ups, Management, Training, Nonprofits, Program Management, Management Consulting, Event Planning, Budgets
Education
Southern Oregon University 2008 — 2009
Master of Art in Teaching, Business
University of Phoenix 2007 — 2008
Masters of Education, Adult Education
Steve Telesca Steve Telesca's IDS AMERICAN EXPRESS Experience February 1981 - October 1987
Job Vice PresidentFinancial Advisor at Sage Rutty & Co., Inc.
Industry Financial Services
Experience
Legacy Pathway September 2009 - Present
Sage Rutty & Co., Inc. December 2002 - Present
Morgan Stanley April 1999 - October 2002
The MONY Group October 1987 - April 1999
IDS American Express February 1981 - October 1987
Skills
Series 7, Retirement Planning, Strategic Financial..., Retirement, Finance, Loans, Investment Advisory, Portfolio Management, Mutual Funds, Estate Planning, Securities, Asset Allocation, Series 63, Financial Advisory, Investments, Investment Management, 401k, Fixed Annuities, Investment Strategies, Wealth Management, IRAs, Alternative Investments, Long Term Care Insurance, Life Insurance, Small Business, Pensions, Long-term Care, Term Life Insurance, Estate Tax Planning, Asset Management, Disability Insurance, Financial Services, Trusts, Wealth, Insurance, Health Insurance, Financial Planning
Education
University of Rochester 1977 — 1979
Economics
Legacy Pathway September 2009 - Present
Sage Rutty & Co., Inc. December 2002 - Present
Morgan Stanley April 1999 - October 2002
The MONY Group October 1987 - April 1999
IDS American Express February 1981 - October 1987
Skills
Series 7, Retirement Planning, Strategic Financial..., Retirement, Finance, Loans, Investment Advisory, Portfolio Management, Mutual Funds, Estate Planning, Securities, Asset Allocation, Series 63, Financial Advisory, Investments, Investment Management, 401k, Fixed Annuities, Investment Strategies, Wealth Management, IRAs, Alternative Investments, Long Term Care Insurance, Life Insurance, Small Business, Pensions, Long-term Care, Term Life Insurance, Estate Tax Planning, Asset Management, Disability Insurance, Financial Services, Trusts, Wealth, Insurance, Health Insurance, Financial Planning
Education
University of Rochester 1977 — 1979
Economics
Cheryl Treadwell Cheryl Treadwell's IDS AMERICAN EXPRESS Experience January 1989 - January 1990
Job Career Executive Branch Chief at California Department of Social Services
Industry Government Administration
Experience
California Department of Social Services June 2013 - Present
State of California Dept of Social Services December 1998 - May 2013
State of Missouri Social Services January 1991 - December 1998
IDS American Express January 1989 - January 1990
Eblon Jazz December 1987 - December 1989
Housing Information Center May 1977 - June 1978
Skills
Policy Analysis, Budget Management, Project Coordination, Project Management, Analysis, Public Policy, Non-profits, Program Management, Public Speaking, Government, Public Relations, Community Outreach
Education
PCL School of Law 1980 — 1982
Juris Doctorate, Law
University of Missouri-Kansas City School of Law 1977 — 1979
jd, Law
Grinnell College 1972 — 1976
Bachelor of Arts, Social Work/Political Science
Central HIgh School 1969 — 1972
Diploma, General studies
California Department of Social Services June 2013 - Present
State of California Dept of Social Services December 1998 - May 2013
State of Missouri Social Services January 1991 - December 1998
IDS American Express January 1989 - January 1990
Eblon Jazz December 1987 - December 1989
Housing Information Center May 1977 - June 1978
Skills
Policy Analysis, Budget Management, Project Coordination, Project Management, Analysis, Public Policy, Non-profits, Program Management, Public Speaking, Government, Public Relations, Community Outreach
Education
PCL School of Law 1980 — 1982
Juris Doctorate, Law
University of Missouri-Kansas City School of Law 1977 — 1979
jd, Law
Grinnell College 1972 — 1976
Bachelor of Arts, Social Work/Political Science
Central HIgh School 1969 — 1972
Diploma, General studies
Todd Riggin's IDS AMERICAN EXPRESS Experience May 1986 - August 1988
Job Director, Wealth Advisor at BMO Private Bank
Industry Investment Management
Experience
BMO Private Bank March 1996 - Present
Select Financial Services August 1988 - March 1996
IDS American Express May 1986 - August 1988
Whirlpool Corporation June 1984 - May 1986
Skills
Wealth Management, Asset Allocation, Strategic Financial..., Estate Planning, Investment Management, Portfolio Management, Trust Services, Private Banking, Retirement Planning, Fixed Income, Succession Planning, Hedge Funds, Alternative Investments, Wealth Preservation..., Wealth Transfer, Risk Management, ETFs, Series 65, Uniform Combined State..., Financial Planning, Credit Analysis, Wealth, Consumer Lending, Treasury Management, Retail Banking, Fixed Annuities, Financial Analysis
Education
College of Financial Planning 1988 — 1990
CFP® designation
Northern Illinois University - College of Business 1980 — 1984
BS
BMO Private Bank March 1996 - Present
Select Financial Services August 1988 - March 1996
IDS American Express May 1986 - August 1988
Whirlpool Corporation June 1984 - May 1986
Skills
Wealth Management, Asset Allocation, Strategic Financial..., Estate Planning, Investment Management, Portfolio Management, Trust Services, Private Banking, Retirement Planning, Fixed Income, Succession Planning, Hedge Funds, Alternative Investments, Wealth Preservation..., Wealth Transfer, Risk Management, ETFs, Series 65, Uniform Combined State..., Financial Planning, Credit Analysis, Wealth, Consumer Lending, Treasury Management, Retail Banking, Fixed Annuities, Financial Analysis
Education
College of Financial Planning 1988 — 1990
CFP® designation
Northern Illinois University - College of Business 1980 — 1984
BS
Laura A. Kowalsky Laura A. Kowalsky's IDS AMERICAN EXPRESS Experience October 1991 - May 1994
Job Merchant Sales Account Representative at MCPS East
Industry Financial Services
Experience
MCPS East December 2009 - Present
Jett Chiropractic May 2005 - Present
AuntieGen, Inc. October 2010 - January 2013
Spore Buster, Inc. January 2009 - July 2010
G.A. Environmental March 1997 - December 1999
EWT Contracting September 1994 - February 1997
IDS American Express October 1991 - May 1994
Skills
Budgets, Contract Management, Proposal Writing, Sales, Accounts Payable, Insurance, Negotiation, Strategic Planning, Team Building, Contract Negotiation, Public Speaking, Community Outreach, Leadership, Process Scheduler, Customer Service
Education
Queens College 2004 — 2007
B.A., Psychology
New York College of Health Professions 1997 — 2000
AOS, Ocupational Studies- Massage Therapy
MCPS East December 2009 - Present
Jett Chiropractic May 2005 - Present
AuntieGen, Inc. October 2010 - January 2013
Spore Buster, Inc. January 2009 - July 2010
G.A. Environmental March 1997 - December 1999
EWT Contracting September 1994 - February 1997
IDS American Express October 1991 - May 1994
Skills
Budgets, Contract Management, Proposal Writing, Sales, Accounts Payable, Insurance, Negotiation, Strategic Planning, Team Building, Contract Negotiation, Public Speaking, Community Outreach, Leadership, Process Scheduler, Customer Service
Education
Queens College 2004 — 2007
B.A., Psychology
New York College of Health Professions 1997 — 2000
AOS, Ocupational Studies- Massage Therapy
Mike Overline, MBA, SPHR Mike Overline, MBA, SPHR's IDS AMERICAN EXPRESS Experience 1975 - 1977
Job Manager of Human Resources Consulting at University of Minnesota
Industry Logistics and Supply Chain
Experience
University of Minnesota July 2012 - Present
Overline Consulting June 2009 - July 2012
Land O'Lakes 2011 - 2011
Supervalu January 2008 - May 2009
Supervalu May 2005 - December 2007
Supervalu May 1995 - April 2005
Supervalu May 1984 - April 1995
Supervalu March 1980 - April 1984
IDS American Express 1975 - 1977
IDS American Express 1975 - 1977
Skills
Labor Management, Employee Relations, Organizational Design, Human Resources, Talent Acquisition, Recruiting, Personnel Management, Labor Relations, Employee Training, Employee Benefits, HR Consulting, Employment Law, Management, Leadership, Project Management, Sourcing, Change Management, Negotiation, Training, Organizational..., Succession Planning, Strategy, Executive Coaching, Leadership Development, Performance Management, Talent Management, Process Improvement, Employee Engagement, Coaching, Deferred Compensation, Organizational..., HRIS, Policy, Project Planning, Mergers & Acquisitions, Temporary Placement, Workforce Planning, Onboarding, Career Counseling, Start-ups, Interviews, Hiring, Career Development, Executive Search, College Recruiting, Benefits Administration, New Hire Orientations, Applicant Tracking..., Budgets, Conflict Resolution
Education
University of Minnesota - Carlson School of Management
M.B.A., Business
University of Minnesota-Twin Cities 1971 — 1975
B.S.B, Business
University of Michigan
Executive education, Human Resources and Employee Relations
University of Minnesota July 2012 - Present
Overline Consulting June 2009 - July 2012
Land O'Lakes 2011 - 2011
Supervalu January 2008 - May 2009
Supervalu May 2005 - December 2007
Supervalu May 1995 - April 2005
Supervalu May 1984 - April 1995
Supervalu March 1980 - April 1984
IDS American Express 1975 - 1977
IDS American Express 1975 - 1977
Skills
Labor Management, Employee Relations, Organizational Design, Human Resources, Talent Acquisition, Recruiting, Personnel Management, Labor Relations, Employee Training, Employee Benefits, HR Consulting, Employment Law, Management, Leadership, Project Management, Sourcing, Change Management, Negotiation, Training, Organizational..., Succession Planning, Strategy, Executive Coaching, Leadership Development, Performance Management, Talent Management, Process Improvement, Employee Engagement, Coaching, Deferred Compensation, Organizational..., HRIS, Policy, Project Planning, Mergers & Acquisitions, Temporary Placement, Workforce Planning, Onboarding, Career Counseling, Start-ups, Interviews, Hiring, Career Development, Executive Search, College Recruiting, Benefits Administration, New Hire Orientations, Applicant Tracking..., Budgets, Conflict Resolution
Education
University of Minnesota - Carlson School of Management
M.B.A., Business
University of Minnesota-Twin Cities 1971 — 1975
B.S.B, Business
University of Michigan
Executive education, Human Resources and Employee Relations
John T. Sullivan John T. Sullivan's IDS AMERICAN EXPRESS Experience January 1989 - January 1990
Job Ameriprise FinancialFranchise Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc February 2010 - Present
Ameriprise Financial Services, Inc January 2007 - January 2010
RiverSource Distributors, Inc January 2002 - January 2007
Prudential Financial Inc January 1998 - January 2001
American Express Financial Advisors, Inc January 1990 - January 1998
IDS-American Express January 1989 - January 1990
Investors Diversified Services January 1984 - January 1988
IDS Financial Services January 1981 - January 1988
Education
University of California, Davis 1977 — 1979
Bachelor of Science, Business Management
Ameriprise Financial Services, Inc February 2010 - Present
Ameriprise Financial Services, Inc January 2007 - January 2010
RiverSource Distributors, Inc January 2002 - January 2007
Prudential Financial Inc January 1998 - January 2001
American Express Financial Advisors, Inc January 1990 - January 1998
IDS-American Express January 1989 - January 1990
Investors Diversified Services January 1984 - January 1988
IDS Financial Services January 1981 - January 1988
Education
University of California, Davis 1977 — 1979
Bachelor of Science, Business Management
Ed Haskell Ed Haskell's IDS AMERICAN EXPRESS Experience July 1983 - January 1985
Job Global Investor
Industry Investment Management
Experience
HASKELL'S HOLDINGS February 1996 - Present
United States Air Force February 1985 - January 1996
IDS American Express July 1983 - January 1985
Byrd Regional Hospital July 1981 - June 1983
US Army July 1977 - June 1981
Skills
Bonds, Investments, Equities, Commodity, Currency, Fixed Income, Hedge Funds, Asset Allocation, Investment Strategies, Equity Research, Finance, Trading, Retirement, Financial Services, Investment Management, Leadership, Training, Government, Team Leadership, Military, New Business Development, Project Planning, Operations Management, Program Management, Leadership Development
Education
Central Michigan University 1986 — 1988
Master of Business Administration (M.B.A.), Finance, GPA 4.0
HASKELL'S HOLDINGS February 1996 - Present
United States Air Force February 1985 - January 1996
IDS American Express July 1983 - January 1985
Byrd Regional Hospital July 1981 - June 1983
US Army July 1977 - June 1981
Skills
Bonds, Investments, Equities, Commodity, Currency, Fixed Income, Hedge Funds, Asset Allocation, Investment Strategies, Equity Research, Finance, Trading, Retirement, Financial Services, Investment Management, Leadership, Training, Government, Team Leadership, Military, New Business Development, Project Planning, Operations Management, Program Management, Leadership Development
Education
Central Michigan University 1986 — 1988
Master of Business Administration (M.B.A.), Finance, GPA 4.0
Gary L. Zaugg, CFP®, ChFC, CASL, CDFA Gary L. Zaugg, CFP®, ChFC, CASL, CDFA's IDS AMERICAN EXPRESS Experience December 1986 - December 1996
Job Owner, The Zaugg Financial Group, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC January 1996 - Present
The Zaugg Financial Group, Inc., an Independent Firm December 1995 - Present
IDS American Express December 1986 - December 1996
Skills
Estate Planning, Retirement Planning, Holistic Financial..., Wealth Management, Tax Planning, 401k, Mutual Funds, Investment Strategies, IRAs, Wealth Management..., Strategic Financial..., Financial Planners, Retirement, Investment Advisory, FINRA, Asset Allocation, Uniform Combined State..., Series 7, Investments, Securities, High Net Worth..., Wealth, Tax, Financial Advisory, Fixed Annuities, 401k Rollovers, Alternative Investments, Variable Annuities, Wealth Accumulation, Series 24, Long-term Care, Bonds, Long Term Care Insurance, Stocks, Investment Management, Insurance, Life Insurance, Disability Insurance, Personal Finance, Term Life Insurance, Finance, Estate Tax Planning, Pensions, Portfolio Management, Series 6, Options, Series 65, Equities, Financial Services, Asset Management
Education
Old Dominion University
University of Connecticut
Raymond James Financial Services, Inc. Member FINRA/SIPC January 1996 - Present
The Zaugg Financial Group, Inc., an Independent Firm December 1995 - Present
IDS American Express December 1986 - December 1996
Skills
Estate Planning, Retirement Planning, Holistic Financial..., Wealth Management, Tax Planning, 401k, Mutual Funds, Investment Strategies, IRAs, Wealth Management..., Strategic Financial..., Financial Planners, Retirement, Investment Advisory, FINRA, Asset Allocation, Uniform Combined State..., Series 7, Investments, Securities, High Net Worth..., Wealth, Tax, Financial Advisory, Fixed Annuities, 401k Rollovers, Alternative Investments, Variable Annuities, Wealth Accumulation, Series 24, Long-term Care, Bonds, Long Term Care Insurance, Stocks, Investment Management, Insurance, Life Insurance, Disability Insurance, Personal Finance, Term Life Insurance, Finance, Estate Tax Planning, Pensions, Portfolio Management, Series 6, Options, Series 65, Equities, Financial Services, Asset Management
Education
Old Dominion University
University of Connecticut
Paul Marino, CFP®'s IDS AMERICAN EXPRESS Experience October 1989 - October 1997
Job Financial Advisor, Managing Director at Marino, Stram & Associates, LLC
Industry Financial Services
Experience
Marino, Stram & Associates, LLC October 1997 - Present
Securities America, Inc. Member FINRA/SIPC October 1997 - Present
IDS American Express October 1989 - October 1997
Drexel Burnham Lambert June 1987 - May 1989
Education
Bentley University 1985 — 1989
Bachelor of Science (BS), Finance
Marino, Stram & Associates, LLC October 1997 - Present
Securities America, Inc. Member FINRA/SIPC October 1997 - Present
IDS American Express October 1989 - October 1997
Drexel Burnham Lambert June 1987 - May 1989
Education
Bentley University 1985 — 1989
Bachelor of Science (BS), Finance
Daryle Wohlleber's IDS AMERICAN EXPRESS Experience January 1987 - August 1990
Job Owner, WFS & Associates Inc
Industry Accounting
Experience
WFS & Associates Inc January 1992 - Present
VARIOUS BANKS August 1990 - January 1992
IDS AMERICAN EXPRESS January 1987 - August 1990
Skills
ENROLLED AGENT, Budgeting, Business Planning, Strategic Planning, Start-ups, Excel, Process Improvement, PowerPoint, Budgets, Public Speaking, Tax, Microsoft Office, Risk Management, Business Strategy, Analysis, Microsoft Excel, New Business Development, Contract Negotiation, Finance, Financial Analysis, Small Business, Team Building, Income Tax, Financial Planning
Education
University of South Florida - College of Business Administration 1979 — 1985
MBA, Marketing
SUMMIT HIGH SCHOOL 1967 — 1971
USUAL, SPORTS
WFS & Associates Inc January 1992 - Present
VARIOUS BANKS August 1990 - January 1992
IDS AMERICAN EXPRESS January 1987 - August 1990
Skills
ENROLLED AGENT, Budgeting, Business Planning, Strategic Planning, Start-ups, Excel, Process Improvement, PowerPoint, Budgets, Public Speaking, Tax, Microsoft Office, Risk Management, Business Strategy, Analysis, Microsoft Excel, New Business Development, Contract Negotiation, Finance, Financial Analysis, Small Business, Team Building, Income Tax, Financial Planning
Education
University of South Florida - College of Business Administration 1979 — 1985
MBA, Marketing
SUMMIT HIGH SCHOOL 1967 — 1971
USUAL, SPORTS
Mike Yoken's IDS AMERICAN EXPRESS Experience 1989 - 1994
Job Managing Partner at Baystate Financial
Industry Financial Services
Experience
Baystate Financial November 1996 - Present
IDS American Express 1989 - 1994
Skills
Retirement Planning, Retirement, Estate Planning, Insurance, Wealth Management, Mutual Funds, Investments, 401k, Finance, Fixed Annuities, Life Insurance, Securities, Asset Allocation, Financial Advisory, Investment Advisory, Series 7, Alternative Investments, Financial Analysis, Long Term Care Insurance, Portfolio Management, Wealth, IRAs, Wealth Accumulation, 401k Rollovers
Education
Assumption College 1983 — 1987
BA, Accounting
St. John's Prep 1979 — 1983
Baystate Financial November 1996 - Present
IDS American Express 1989 - 1994
Skills
Retirement Planning, Retirement, Estate Planning, Insurance, Wealth Management, Mutual Funds, Investments, 401k, Finance, Fixed Annuities, Life Insurance, Securities, Asset Allocation, Financial Advisory, Investment Advisory, Series 7, Alternative Investments, Financial Analysis, Long Term Care Insurance, Portfolio Management, Wealth, IRAs, Wealth Accumulation, 401k Rollovers
Education
Assumption College 1983 — 1987
BA, Accounting
St. John's Prep 1979 — 1983
Caron Porthan's IDS AMERICAN EXPRESS Experience 1984 - 1989
Job Experienced Information and Data Architect
Industry Financial Services
Experience
ProPlate April 2015 - Present
Open for employment opportunities March 2014 - Present
Ameriprise Financial January 2015 - March 2015
Temporary hiatus from job search for family reasons November 2012 - March 2014
Delta AIrlines February 2011 - August 2012
Delta Air Lines January 2009 - February 2011
Northwest Airlines October 1989 - January 2009
University of Minnesota July 1988 - October 1989
IDS American Express 1984 - 1989
Skills
Data Modeling, Data Warehousing, Systems Analysis, Enterprise Architecture, Data Integration, Data Analysis, Business Analysis, Business Intelligence, SDLC, Erwin, DB2, Requirements Analysis, Database Design, Visio, Data Architecture, Data Architects, Enterprise Data..., Metadata Management, Metadata Standards, Taxonomy, XML Spy, Oracle Applications, Microsoft SQL Server, SOA, Enterprise Content..., Databases, Teradata, Data Strategy, Metadata Modeling, IBM SOA, information architect, Unstructured Data, Altova, Classical Piano, ACARS, ATPCO, SCEPTRE, Airlines, Requirements Gathering, Business Requirements, ETL, SharePoint, Data Warehouse..., Software Project..., Data Governance, Oracle, Strategy, Integration
Education
Aurora Hoyt Lakes
Augsburg College 1976 — 1978
BA, Music
Mesabi Community College 1974 — 1976
AA, Associate in Arts
Mankato Area Voc-Tech 1979 — 1980
2 yr, Programming
University of Minnesota-Twin Cities
Studied for Graduate Program, East Asian Studies, A
ProPlate April 2015 - Present
Open for employment opportunities March 2014 - Present
Ameriprise Financial January 2015 - March 2015
Temporary hiatus from job search for family reasons November 2012 - March 2014
Delta AIrlines February 2011 - August 2012
Delta Air Lines January 2009 - February 2011
Northwest Airlines October 1989 - January 2009
University of Minnesota July 1988 - October 1989
IDS American Express 1984 - 1989
Skills
Data Modeling, Data Warehousing, Systems Analysis, Enterprise Architecture, Data Integration, Data Analysis, Business Analysis, Business Intelligence, SDLC, Erwin, DB2, Requirements Analysis, Database Design, Visio, Data Architecture, Data Architects, Enterprise Data..., Metadata Management, Metadata Standards, Taxonomy, XML Spy, Oracle Applications, Microsoft SQL Server, SOA, Enterprise Content..., Databases, Teradata, Data Strategy, Metadata Modeling, IBM SOA, information architect, Unstructured Data, Altova, Classical Piano, ACARS, ATPCO, SCEPTRE, Airlines, Requirements Gathering, Business Requirements, ETL, SharePoint, Data Warehouse..., Software Project..., Data Governance, Oracle, Strategy, Integration
Education
Aurora Hoyt Lakes
Augsburg College 1976 — 1978
BA, Music
Mesabi Community College 1974 — 1976
AA, Associate in Arts
Mankato Area Voc-Tech 1979 — 1980
2 yr, Programming
University of Minnesota-Twin Cities
Studied for Graduate Program, East Asian Studies, A
Loralee DiLorenzo's IDS AMERICAN EXPRESS Experience June 1985 - July 1998
Job Chairman of the Board of Directors at Women's Advocates, Inc.
Industry Nonprofit Organization Management
Experience
Women's Advocates, Inc. February 2014 - Present
J. Murphy & Associates June 2009 - Present
Women's Advocates, Inc. 2009 - 2013
Junior League of Saint Paul June 2008 - June 2009
IDS American Express June 1985 - July 1998
Skills
Fundraising, Newsletter Production, Event Planning, Volunteer Management, Nonprofits, Community Outreach, Non-profits, Program Development, Copy Editing, Philanthropy, Strategic Communications, Grant Writing, Grants, Marketing Communications, Newsletters, Media Relations, Public Speaking
Education
University of Minnesota - Carlson School of Management 1989 — 1993
MBA
St. Olaf College 1981 — 1985
B.A., American Studies
Women's Advocates, Inc. February 2014 - Present
J. Murphy & Associates June 2009 - Present
Women's Advocates, Inc. 2009 - 2013
Junior League of Saint Paul June 2008 - June 2009
IDS American Express June 1985 - July 1998
Skills
Fundraising, Newsletter Production, Event Planning, Volunteer Management, Nonprofits, Community Outreach, Non-profits, Program Development, Copy Editing, Philanthropy, Strategic Communications, Grant Writing, Grants, Marketing Communications, Newsletters, Media Relations, Public Speaking
Education
University of Minnesota - Carlson School of Management 1989 — 1993
MBA
St. Olaf College 1981 — 1985
B.A., American Studies
Nirmala Jagannath's IDS AMERICAN EXPRESS Experience June 1990 - April 1993
Job Director/Owner at Amba Gallery
Industry Apparel & Fashion
Experience
Amba Gallery, Inc March 2004 - Present
Amba Gallery March 2004 - Present
Scripps Memorial Hospital 1997 - 2003
IDS-American Express June 1990 - April 1993
Merrill Lynch May 1984 - June 1989
Skills
Marketing Strategy, Apparel, design, Fashion, design textiles, Arts, Indian classical dance, Performing Arts, dance, Music, craft traditions of..., Social Services, Textiles, Art, Craft, Social Media, Contemporary Art, Drawing, Creative Direction, Visual Arts, Fashion Design
Education
Behavioral Health
Master of Social Work (MSW), Clinical psychology and therapy
Board Of Behavioral Health-
LCSW- Liscenced Clinical Social Work, Clinical/Medical Social Work
Osmania University
Master of Arts (M.A.), Comparative Literature
School of Financial Planning, Denver, Colorado
Certified Financial Planner, Financial Planning and Services
St Anns High School, Secunderabad, India
Amba Gallery, Inc March 2004 - Present
Amba Gallery March 2004 - Present
Scripps Memorial Hospital 1997 - 2003
IDS-American Express June 1990 - April 1993
Merrill Lynch May 1984 - June 1989
Skills
Marketing Strategy, Apparel, design, Fashion, design textiles, Arts, Indian classical dance, Performing Arts, dance, Music, craft traditions of..., Social Services, Textiles, Art, Craft, Social Media, Contemporary Art, Drawing, Creative Direction, Visual Arts, Fashion Design
Education
Behavioral Health
Master of Social Work (MSW), Clinical psychology and therapy
Board Of Behavioral Health-
LCSW- Liscenced Clinical Social Work, Clinical/Medical Social Work
Osmania University
Master of Arts (M.A.), Comparative Literature
School of Financial Planning, Denver, Colorado
Certified Financial Planner, Financial Planning and Services
St Anns High School, Secunderabad, India
Mark Plotner's IDS AMERICAN EXPRESS Experience May 1985 - October 1989
Job East Region Finance Manager at CocaCola Refreshments
Industry Consumer Goods
Experience
Coca-Cola Refreshments May 2013 - Present
Coca-Cola Refreshments April 2010 - April 2013
Coca-Cola Refreshments November 1989 - May 2010
IDS - American Express May 1985 - October 1989
Keebler Company June 1979 - May 1985
Skills
Direct Store Delivery, Forecasting, Consumer Products, Grocery, Income Statement, Key Account Development, FMCG, Cross-functional Team..., P&L Management, Pricing, Sales Operations, Supply Chain, Trade Marketing, Inventory Management, Customer Insight, Demand Planning, Profit, Key Account Management, Merchandising, Supply Chain..., Pricing Strategy, Shopper Marketing, Retail, Beverage Industry, Supply Chain Management, Business Planning, Competitive Analysis, Financial Forecasting, P&L, Variance Analysis, Cost Accounting, Budgets, Sarbanes-Oxley Act
Education
Illinois State University 1973 — 1977
Bachelor of Science (BS), Accounting
Coca-Cola Refreshments May 2013 - Present
Coca-Cola Refreshments April 2010 - April 2013
Coca-Cola Refreshments November 1989 - May 2010
IDS - American Express May 1985 - October 1989
Keebler Company June 1979 - May 1985
Skills
Direct Store Delivery, Forecasting, Consumer Products, Grocery, Income Statement, Key Account Development, FMCG, Cross-functional Team..., P&L Management, Pricing, Sales Operations, Supply Chain, Trade Marketing, Inventory Management, Customer Insight, Demand Planning, Profit, Key Account Management, Merchandising, Supply Chain..., Pricing Strategy, Shopper Marketing, Retail, Beverage Industry, Supply Chain Management, Business Planning, Competitive Analysis, Financial Forecasting, P&L, Variance Analysis, Cost Accounting, Budgets, Sarbanes-Oxley Act
Education
Illinois State University 1973 — 1977
Bachelor of Science (BS), Accounting
Kay Murdoff's IDS AMERICAN EXPRESS Experience 1981 - 1983
Job Corporate Benefits Plans Manager / Benefits Systems Analyst / Benefits Migration / Retirement Benefits
Industry Financial Services
Experience
Accountemps by Robert Half January 2011 - March 2011
IMI Cornelius May 1997 - June 2008
Thomas Moore September 1994 - May 1997
Minnesota Mutual Life Insurance November 1986 - December 1989
American Express 1983 - 1986
IDS American Express 1981 - 1983
Education
Concordia College
BA
International Foundation of Certified Employee Benefit Specialists and the Wharton School of Busines
CEBS, Certified Employee Benefit Specialist
The American College
CHFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
University of Minnesota-Twin Cities
Business and Human Resources Courses
Accountemps by Robert Half January 2011 - March 2011
IMI Cornelius May 1997 - June 2008
Thomas Moore September 1994 - May 1997
Minnesota Mutual Life Insurance November 1986 - December 1989
American Express 1983 - 1986
IDS American Express 1981 - 1983
Education
Concordia College
BA
International Foundation of Certified Employee Benefit Specialists and the Wharton School of Busines
CEBS, Certified Employee Benefit Specialist
The American College
CHFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
University of Minnesota-Twin Cities
Business and Human Resources Courses
Bradley Busler's IDS AMERICAN EXPRESS Experience 1987 - 1990
Job SPHR
Industry Construction
Experience
Drewery Construction November 2013 - Present
Georgia-Pacific LLC July 2013 - November 2013
Temple-Inland, A Business of International Paper March 2012 - July 2013
Temple-Inland March 1999 - March 2012
Temple-Inland November 1996 - March 1999
Temple-Inland July 1995 - November 1996
Temple-Inland September 1992 - July 1995
Temple-Inland January 1992 - September 1992
Temple-Inland January 1990 - January 1992
IDS - American Express 1987 - 1990
Skills
Manufacturing, Talent Management, Budgets, Labor Relations, Union, Process Improvement, Lean Manufacturing, Human Resources, Succession Planning, Employee Relations, Performance Management, Strategic Planning, HRIS, Team Building, Change Management, Continuous Improvement, Organizational..., Union Avoidance, Analysis, Workforce Planning
Education
Texas A&M University 1975 — 1979
BS, Industrial Technology
Drewery Construction November 2013 - Present
Georgia-Pacific LLC July 2013 - November 2013
Temple-Inland, A Business of International Paper March 2012 - July 2013
Temple-Inland March 1999 - March 2012
Temple-Inland November 1996 - March 1999
Temple-Inland July 1995 - November 1996
Temple-Inland September 1992 - July 1995
Temple-Inland January 1992 - September 1992
Temple-Inland January 1990 - January 1992
IDS - American Express 1987 - 1990
Skills
Manufacturing, Talent Management, Budgets, Labor Relations, Union, Process Improvement, Lean Manufacturing, Human Resources, Succession Planning, Employee Relations, Performance Management, Strategic Planning, HRIS, Team Building, Change Management, Continuous Improvement, Organizational..., Union Avoidance, Analysis, Workforce Planning
Education
Texas A&M University 1975 — 1979
BS, Industrial Technology
Stephen Philip's IDS AMERICAN EXPRESS Experience December 1990 - July 1992
Job Client Relationship VP Director with Expertise in Fixed Income Sales | Open to new opportunities
Industry Financial Services
Experience
Client Relationship Leadership, Greater Chicago Area 2015 - Present
Sustainable Venture Partners LLC January 2011 - Present
Bank of America Merrill Lynch March 2003 - January 2011
Neptune Capital February 2000 - March 2003
Merrill Lynch July 1992 - January 2000
IDS American Express December 1990 - July 1992
Skills
Investments, Alternative Investments, Fixed Income, Investment Strategies, Bonds, Asset Allocation, Portfolio Management, Securities, Asset Management, Capital Markets, Investment Management, Series 7, Investment Advisory, Investment Banking, Equities, Wealth Management, Series 63, Credit Analysis, Hedge Funds, Emerging Markets, Financial Advisory, Alternative Energy, Renewable Energy Systems, Key Client Relationships, Client Relations, Client Services, Client Development, Client Liaison, Client Education, Client Presentation, Customer Experience, Management
Education
Miami University 1982 — 1985
BA, Russian Studies
University of Southern California 1981 — 1982
Barrington High School 1977 — 1981
Client Relationship Leadership, Greater Chicago Area 2015 - Present
Sustainable Venture Partners LLC January 2011 - Present
Bank of America Merrill Lynch March 2003 - January 2011
Neptune Capital February 2000 - March 2003
Merrill Lynch July 1992 - January 2000
IDS American Express December 1990 - July 1992
Skills
Investments, Alternative Investments, Fixed Income, Investment Strategies, Bonds, Asset Allocation, Portfolio Management, Securities, Asset Management, Capital Markets, Investment Management, Series 7, Investment Advisory, Investment Banking, Equities, Wealth Management, Series 63, Credit Analysis, Hedge Funds, Emerging Markets, Financial Advisory, Alternative Energy, Renewable Energy Systems, Key Client Relationships, Client Relations, Client Services, Client Development, Client Liaison, Client Education, Client Presentation, Customer Experience, Management
Education
Miami University 1982 — 1985
BA, Russian Studies
University of Southern California 1981 — 1982
Barrington High School 1977 — 1981
Craig Ordal's IDS AMERICAN EXPRESS Experience 1983 - 1985
Job Executive Vice President Wealth Management at Bremer Bank
Industry Financial Services
Experience
Bremer Bank 2014 - Present
Green Truck LLC 2012 - Present
Northern Trust 2007 - 2012
Bremer Bank 2003 - 2007
Norwest Bank - Wells Fargo 1992 - 2003
University of Minnesota 1985 - 1992
IDS - American Express 1983 - 1985
Skills
Wealth Management, Equities, Portfolio Management, Investments, Asset Allocation, Alternative Investments, Asset Management
Education
University of Minnesota-Twin Cities
BA, Economics
Bremer Bank 2014 - Present
Green Truck LLC 2012 - Present
Northern Trust 2007 - 2012
Bremer Bank 2003 - 2007
Norwest Bank - Wells Fargo 1992 - 2003
University of Minnesota 1985 - 1992
IDS - American Express 1983 - 1985
Skills
Wealth Management, Equities, Portfolio Management, Investments, Asset Allocation, Alternative Investments, Asset Management
Education
University of Minnesota-Twin Cities
BA, Economics
William O. Hicks's IDS AMERICAN EXPRESS Experience August 1992 - February 1993
Job President, Desert Sky Wealth Management, LLC
Industry Financial Services
Experience
Get Insured August 2013 - September 2014
Desert Sky Wealth Management, LLC May 2011 - April 2014
Charles Schwab February 1993 - February 2010
IDS /American Express August 1992 - February 1993
Skills
Wealth Management, Business Planning, Mutual Funds, Retirement Planning, Financial Analysis, Portfolio Management, Strategic Financial..., Relationship Management, Insurance, Investments, Risk Management, Financial Risk, Fixed Annuities, Financial Advisory, Management, Financial Planning, Series 7
Education
Lake Superior State University 1972 — 1976
BA, Pre-Law
Lake Superior State University
Pre-Law Studies
Get Insured August 2013 - September 2014
Desert Sky Wealth Management, LLC May 2011 - April 2014
Charles Schwab February 1993 - February 2010
IDS /American Express August 1992 - February 1993
Skills
Wealth Management, Business Planning, Mutual Funds, Retirement Planning, Financial Analysis, Portfolio Management, Strategic Financial..., Relationship Management, Insurance, Investments, Risk Management, Financial Risk, Fixed Annuities, Financial Advisory, Management, Financial Planning, Series 7
Education
Lake Superior State University 1972 — 1976
BA, Pre-Law
Lake Superior State University
Pre-Law Studies
Bruce P. Thompson's IDS AMERICAN EXPRESS Experience 1981 - 1983
Job Founder Thompson Wealth Management, Ltd.
Industry Investment Management
Experience
Thompson Wealth Management, Ltd. 1991 - Present
Morgan Stanley 1989 - 1991
Smith Barney 1985 - 1989
EF Hutton 1983 - 1985
IDS American Express 1981 - 1983
Skills
Wealth Management, Investment Advisory
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1976 — 1981
London School of Economics and Political Science 1979 — 1980
Nichols School 1972 — 1976
Thompson Wealth Management, Ltd. 1991 - Present
Morgan Stanley 1989 - 1991
Smith Barney 1985 - 1989
EF Hutton 1983 - 1985
IDS American Express 1981 - 1983
Skills
Wealth Management, Investment Advisory
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1976 — 1981
London School of Economics and Political Science 1979 — 1980
Nichols School 1972 — 1976
Floreen Halpern's IDS AMERICAN EXPRESS Experience 1978 - 1986
Job Owner, Amaryllis Event Design
Industry Events Services
Experience
Amaryllis Event Design 2009 - Present
Amaryllis Catering 1990 - 2009
Gatherings 1988 - 1990
Prudential Bache Securities 1986 - 1988
IDS American Express 1978 - 1986
Education
CFP Certification Program
CFP
University of Michigan
Wayne State University
BA, English, Secondary Eng. Ed.
Wayne State University
Social Work
Amaryllis Event Design 2009 - Present
Amaryllis Catering 1990 - 2009
Gatherings 1988 - 1990
Prudential Bache Securities 1986 - 1988
IDS American Express 1978 - 1986
Education
CFP Certification Program
CFP
University of Michigan
Wayne State University
BA, English, Secondary Eng. Ed.
Wayne State University
Social Work
lilies elbadewi's IDS AMERICAN EXPRESS Experience 1989 - 1990
Job Health, Wellness and Fitness
Industry Health, Wellness and Fitness
Experience
IDS American Express 1989 - 1990
Education
Indiana University Bloomington 1978 — 1982
BS, Accounting/Finance
IDS American Express 1989 - 1990
Education
Indiana University Bloomington 1978 — 1982
BS, Accounting/Finance
Steve Horning's IDS AMERICAN EXPRESS Experience January 1984 - January 1985
Job Investment Management
Industry Investment Management
Experience
Self-employed 2000 - Present
Home January 1985 - April 2013
IDS American Express January 1984 - January 1985
Skills
Asset Management, Portfolio Management, Equities, Financial Analysis, Valuation, Alternative Investments, Closed-end Funds, Dividend paying stocks
Education
Stark State College of Technology 1983 — 1985
associate degree in business
Self-employed 2000 - Present
Home January 1985 - April 2013
IDS American Express January 1984 - January 1985
Skills
Asset Management, Portfolio Management, Equities, Financial Analysis, Valuation, Alternative Investments, Closed-end Funds, Dividend paying stocks
Education
Stark State College of Technology 1983 — 1985
associate degree in business
Peter Koldras's IDS AMERICAN EXPRESS Experience August 1985 - September 1990
Job Professor of Mathematics
Industry Higher Education
Experience
Koldras Wealth Management January 2008 - Present
Queensborough Community College August 2007 - Present
NYC Department of Education February 1995 - Present
IJS Vending February 2000 - February 2005
IDS American Express August 1985 - September 1990
Skills
Higher Education, Teaching, Adult Education, Educational Leadership, University Teaching, Student Affairs, Staff Development, Teacher Training, Instructional Design, Strategic Financial..., Options, Investments, Assistent Principal /..., College Teaching
Education
St. John's University 1994 — 1995
Professional Diploma, Educational Leadership and Administration, Gifted and Talented students.
St. John's University 1983 — 1994
BS/ MA/, Buisness Mgt. / Mathematics Education. / Educational Leadership and Administration
California Maritime Academy 1979 — 1980
Nautical Technology
Queensborough Community College 1976 — 1979
AAS, Electrical Eng. and Business Mgt.
Koldras Wealth Management January 2008 - Present
Queensborough Community College August 2007 - Present
NYC Department of Education February 1995 - Present
IJS Vending February 2000 - February 2005
IDS American Express August 1985 - September 1990
Skills
Higher Education, Teaching, Adult Education, Educational Leadership, University Teaching, Student Affairs, Staff Development, Teacher Training, Instructional Design, Strategic Financial..., Options, Investments, Assistent Principal /..., College Teaching
Education
St. John's University 1994 — 1995
Professional Diploma, Educational Leadership and Administration, Gifted and Talented students.
St. John's University 1983 — 1994
BS/ MA/, Buisness Mgt. / Mathematics Education. / Educational Leadership and Administration
California Maritime Academy 1979 — 1980
Nautical Technology
Queensborough Community College 1976 — 1979
AAS, Electrical Eng. and Business Mgt.