American Century Investments
American Century Companies is a privately controlled and independent investment management firm. Headquarters: Kansas City, Missouri, United States CEO: Jonathan Thomas Founder: James E. Stowers Founded: 1958, Kansas City, Missouri, United States Number of employees: 1,300 (2012) SVPs: Victor Zhang, Joe Schultz
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American Century Investments Employees
DST Retirement Solutions May 2011 - Present
DST Systems 2002 - 2011
CBIZ MHM, LLC 1998 - 2002
Buck Consultants 1996 - 1998
American Century Investments 1988 - 1996
Skills
Employee Benefits, Pensions, Mutual Funds, 401k, Financial Services, Retirement Planning, Retirement, Defined Contribution, ERISA, Defined Benefit, Series 6, Securities
Education
Truman State University 1984 — 1988
BS, Business Administration - Human Resources
Waddell & Reed 2008 - Present
American Century Investments 2005 - 2008
American Century Investments 2000 - 2005
Skills
Series 6, Series 7, Series 63, Mutual Funds, Retirement, Investments, Retirement Planning, QPA (Qualified Pension..., Strategic Financial..., 401k, Portfolio Management, Asset Allocation, Wealth Management, QKA (Qualified 401(k)..., Financial Services, Relationship Management
Education
University of Kansas
Bachelor of Science (BS), Business Administration and Management, General
Barclays June 2015 - Present
Trinity Student Managed Fund August 2014 - May 2015
American Century Investments May 2014 - August 2014
Cristo Rey Network November 2013 - May 2014
Country Club Bank May 2013 - August 2013
Skills
Banking, Credit, Retail Banking, Strategic Financial..., Financial Modeling, Finance, Valuation, Accounting, Financial Analysis, Corporate Finance, Equities, Mutual Funds, Asset Management, Bloomberg, Financial Planning
Education
Trinity University 2012 — 2015
Bachelor of Arts (B.A.), Economics, Finance
UNC Kenan-Flagler July 2014 - Present
Sungevity June 2015 - August 2015
American Century Investments November 2013 - May 2014
Renewable Energy Case Competition (RECC) 2014 - 2014
Consigned Sales 2006 - 2014
American Century Investments July 2012 - November 2013
Cerner Corporation July 2011 - July 2012
The University of Kansas School of Business August 2010 - May 2011
Edward Jones August 2010 - May 2011
Edward Jones June 2010 - August 2010
Skills
Finance, Analysis, Investments, Management, Portfolio Management, Entrepreneurship, Training, Valuation, Bloomberg, Cross-functional Team..., Marketing Strategy, Financial Analysis, Project Planning, Financial Modeling, Retirement Planning, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Kansas 2007 — 2011
Bachelor of Science, Finance, 3.84 Overall
Consortium Institute
American Century Investments May 2015 - Present
Natera January 2013 - August 2013
Lorain and May Design Associates August 2012 - December 2012
J Hettinger Interiors March 2011 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Digital Photography, AutoCAD, Vectorworks, Office Administration, Microsoft SQL Server, Database Design, OODBMS, RDBMS
Education
University of Phoenix- Bay Area 2013 — 2015
Bachelor's degree, Information Technology
University of California, Davis 2007 — 2012
Bachelor of Arts (BA), Interior Design
Synergie Capital Group February 2012 - Present
BYD Company Ltd. (1211.HK) September 2014 - Present
China Modern Dairy Holdings Ltd (1117.HK) August 2014 - Present
PT Delta Dunia Makmur Tbk. June 2011 - Present
China Investment Corporation 2008 - 2012
American Century Investments 1998 - May 2008
Skills
Portfolio Management, Cross-border..., Cross-cultural, Private Equity, Emerging Markets, China Business..., Sovereign Wealth Funds, Chinese Capital, Chinese State Owned..., Equity Valuation, China Strategy, Cross-border M&A, Commodity Markets, China outbound..., Financial Advisory, Investment Management, Mutual Funds, Equities, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 2003
Doctor of Philosophy (PhD), Finance, General
The University of Texas at Austin 1996 — 1998
Master's degree, Economics
Wells Fargo October 2014 - Present
Butcher Joseph Hayes May 2014 - August 2014
Health Capital Consultants February 2014 - May 2014
American Century Investments February 2010 - June 2013
Skills
Series 7, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Office, Valuation, Investments, Mutual Funds, Finance, Series 63, PowerPoint
Education
Washington University 2013 — 2014
Master's Degree, Finance
University of Kansas 2005 — 2009
Bachelor's degree, Economics
freelance October 2012 - Present
American Century Investments 1993 - 1998
Skills
Writer, Copywriting, Social Media, Press Releases, Social Media Marketing, Public Relations, Corporate Communications, Media Relations, Leadership
Education
Webster University 1993 — 1996
M.A. Master's Degree, Marketing
University of Arkansas at Fayetteville 1980 — 1984
B.A. Journalism, Journalism/Public Relations
American Century Investments September 2014 - Present
BATS Global Markets, Inc. September 2010 - August 2014
Hawker Beechcraft May 2010 - August 2010
RSM McGladrey January 2010 - April 2010
Kansas City Southern Railway 2006 - 2009
MarketSphere Consulting July 2006 - November 2006
Emerson 2003 - 2006
Sprint 1999 - 2001
George K. Baum & Company 1999 - 1999
Skills
Financial Analysis, Forecasting, Sarbanes-Oxley Act, Financial Reporting, Accounting, Variance Analysis, Financial Modeling, Process Improvement, SAP, Internal Controls, Strategic Financial..., Auditing, Business Planning, Financial Risk, Treasury Management, Capital Budgeting, TM1, Microsoft Excel, Budgets, Strategy, Cross-functional Team..., ERP, SEC filings, Financial Planning, Project Management, Business Intelligence, Enterprise Valuation, Business Process..., Strategic Planning, Microsoft Dynamics, Excel, Equity Capital Markets, Stock Market, Options, Business Performance..., Change Management, Stock Exchange, Financial Markets, Corporate Finance, SOX, Planning, Project Implementation, Valuation, Business Analysis, Budgeting, Pricing, Consolidation, Corporate FP&A, Finance, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
Master of Business Administration (MBA)
Truman State University 1995 — 1999
BS, Finance, Economics
American Century Investments March 2015 - Present
American Century Investments December 1998 - February 2015
Wells Fargo March 1994 - November 1998
Tetra Sales March 1993 - March 1994
Franklin Templeton Investments April 1988 - March 1993
Skills
Product Management, Fixed Income, Mutual Funds, Product Development, Asset Allocation, Product Marketing, New Product..., Asset Management, Annual Planning, Investment Management, Investment Strategies, Investment..., Integrated Marketing, Marketing Strategy, Sales & Marketing..., Wealth Management, Marketing Communications, Sales Presentations, Microsoft Office
Education
University of California, Irvine 1984 — 1989
Bachelor of Arts (B.A.), Economics
Akamai Technologies November 2014 - Present
American Century Investments June 2014 - November 2014
Moxie Software, Inc. February 2012 - May 2014
Amber Road/Management Dynamics January 2011 - February 2012
Travelocity May 2008 - September 2010
Cigniti Inc January 2006 - December 2007
Skills
JSP, Web Applications, JDBC, Ant, Struts, Web Services, JUnit, Design Patterns, Agile Methodologies, MySQL, Java, Java Enterprise Edition, Distributed Systems, AJAX, Hibernate
Education
The University of texas at dallas 2005 — 2007
Master's Degree, Computer Science
Visvesvaraya Technological University 2000 — 2004
Bachelor's Degree, Computer Science
Consulting Projects 2013 - Present
Sapient Global Markets 2010 - 2013
Headstrong Consulting ( A James Martin Company) 2007 - 2009
FactSet Research Systems 2006 - 2007
American Century Investments 2005 - 2005
Skills
Management Consulting, Management, Fixed Income, CRM, Equities, Bloomberg, Risk Management, ProQuest, Capital Markets, Factiva, Business Development
Education
University of California, Berkeley
American Century Investments 2005 - Present
American Century Investments 1997 - 2004
American Century Investments 1993 - 1996
Children's Mercy Hospital 1990 - 1993
Charter Hospital of Overland Park 1989 - 1990
American Red Cross 1983 - 1989
Skills
Mutual Funds, Asset Managment, Financial Services, Asset Management, Series 7, Investments, Series 63, Integrated Marketing, Public Relations, Investment Management, Asset Allocation, Media Relations, Community Development, Investment Strategies, Portfolio Management
Education
The University of Kansas
Webster University
MA, Marketing
Caption Solutions Inc. September 2014 - Present
Apria Healthcare April 2013 - September 2014
Faneuil Inc June 2011 - January 2013
West Side Presbyterian Church 2009 - January 2013
Golf Course Superintendents Association of America December 2010 - February 2011
Owens Flower Shop August 2007 - October 2010
Kohl’s Department Store April 2004 - April 2007
American Century Investments March 1992 - May 2002
Fluor Daniel 1989 - 1991
Skills
Customer Service, Data Entry, Management, Sales, Time Management, Training, Event Planning
Education
University of Kansas 1983 — 1989
B.G.S, Communication Studies
Lawrence High School 1980 — 1983
General Education, College Preparatory
American Century Investments 2012 - Present
Advisors Asset Management January 2009 - December 2011
Merrill Lynch January 2008 - December 2008
Collins Stewart January 2006 - December 2007
Roth Capital Partners January 2005 - December 2007
MegaWine January 2004 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of Kansas 1999 — 2003
Bachelor of Science in Business Administration, Finance, General
Consortium of Universities for International Studies (CIMBA) 2002 — 2002
Study Abroad, International Finance, A
University of Buenos Aires 2002 — 2002
Study Abroad, Field Geology
American Century Investments January 2014 - Present
American Century Investments January 1999 - January 2014
Skills
Asset Allocation, Sales Management, Series 63, Asset Management, Financial Services, Mutual Funds, Investments
Education
University of Missouri - Kansas City 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
Truman State University 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Blue Springs High School 1984 — 1987
RBC June 2008 - Present
AMD formerly ATI August 2003 - April 2008
Instill Corporation July 2001 - October 2001
American Century Investments October 2000 - July 2001
Alta Vista March 2000 - September 2000
IBM Global Services (ISM) September 1999 - March 2000
BMO Financial Group March 1998 - September 1999
IT Consultant Freelance December 1996 - March 1998
Skills
Quality Center, SDLC, User Acceptance Testing, Test Management, Regression Testing, Testing, Quality Assurance, Test Strategy, Test Planning, QTP, Defect Tracking, Requirements Gathering, Test Automation, Agile Methodologies, Software Quality..., Business Requirements, Software Project..., Requirements Analysis, Agile Project Management, System Integration..., Integration, Release Management, Scrum, Waterfall, SQL, Test Cases, System Testing, UML, PMP, Agile Testing, Unix, PMO, Integration Testing, End-to-end Testing, ClearCase, Test Estimation, Manual Testing, Performance Testing, CMMI, Test Execution, Functional Testing, JIRA, WinRunner, Black Box Testing, SOA Testing, ISTQB, LoadRunner, Bug Tracking, HP Quality Center
Education
University of Belgrade 1981 — 1987
MSc
The Institute for Computer Studies, North York, Ontario
Diploma
American Century Investments November 2013 - Present
American Century Investments February 2013 - October 2013
American Century Investments May 2011 - January 2013
American Century Investments October 2010 - May 2011
American Century Investments October 2009 - September 2010
American Century Investments January 2008 - September 2009
Boston Financial Data Services September 2006 - October 2007
Lockton Companies June 2007 - August 2007
Missouri Bank June 2005 - August 2005
Skills
Mutual Funds, Investments, Annuities, Client Relationship..., Emotional Intelligence, Persistence, Public Speaking, Product Marketing, Sales Process, 401k, CRM, Asset Allocation, Financial Advisory, Asset Management, Financial Services, Financial Analysis, Investment Strategies
Education
Washington University in St. Louis - Olin Business School 2011 — 2012
Executive MBA, Business Leadership
University of Kansas 2003 — 2007
Finance & Business Administration
Lexmark International, Inc. May 2012 - Present
Accenture June 2007 - May 2012
American Century Investments May 2006 - August 2006
Skills
PeopleSoft, PeopleTools, SQL, Access Management, Application Security, Testing, User Acceptance Testing, Systems Analysis, Defect Tracking, Troubleshooting, SuccessFactors, Service Now, Production Support, Enterprise Software, Security, Solution Architecture, Business Services, Integration, Requirements Analysis, SDLC, Business Analysis, Consulting
Education
University of Kansas 2003 — 2007
Bachelor of Science, Information Systems
CenturyLink February 2010 - Present
Transamerica Investment Services, Inc. July 2009 - November 2009
American Century Investments January 2001 - November 2008
JPMorgan/American Century Retirement Plan Services February 2000 - January 2001
JPMorgan/American Century Retirement Plan Services April 1998 - January 2000
American Century Investments August 1995 - March 1998
NKHW Inc. November 1994 - July 1995
UMB Financial Corporation September 1991 - November 1994
Moore Sturges and Associates January 1989 - August 1991
Skills
Corporate Communications, Strategic Planning, Internal Communications, Executive Communications, Crisis Communications, Strategic Communications, Editing, Writing, Public Relations, Communication Training, Marketing, Strategy, Leadership, Direct Marketing, Integrated Marketing, Press Releases, Management, Program Management, Marketing Communications, Message Development, Community Development, Media Relations, Leadership Development, Event Management, Team Player, Team Motivation
Education
Truman State University 1984 — 1989
Bachelor of Arts, Mass Communication
UMB Bank March 2015 - Present
Cottonwood Advisors, LLC. May 2004 - March 2015
JPMorgan January 2003 - May 2004
American Century Investments (JPMorgan acquired part of American Century Investments), 2001 – 2003 January 2001 - January 2003
American Century Investments January 2000 - January 2001
FBD Consulting January 1999 - January 2000
Skills
•Have taken and passed..., •Currently hold the..., •Excellent..., Mutual Funds, Investments, Retirement Planning, Retirement, Investment Advisory, Pensions, Asset Allocation, Defined Benefit, Asset Management, 401k
Education
Webster University 2000 — 2002
Masters of Art, Dual - Finance and HR Development
The University of Texas at El Paso 1995 — 1998
Bachelor of Business Administration, Finance
American Century Investments January 2014 - Present
American Century Investments May 2011 - December 2013
American Century Investments January 2008 - May 2011
American Century Investments March 1998 - December 2007
American Century Investments February 1994 - March 1998
American Century Investments May 1992 - February 1994
Skills
Mutual Funds, Series 63, Asset Allocation, Series 6, Investments, Wealth Management, Retirement Planning, Investment Strategies, Strategic Planning, Securities, Investment Advisory, Alternative Investments, 401k, FINRA, Fixed Income, Series 7, Investment Management, Equities
Education
University of Arizona 1987 — 1992
Bachelor of Arts, Economics & Communication
American Century Investments
Skills
Vendor Management, Business Analysis, SDLC, Project Management, Visio, Process Improvement, IT Strategy, SharePoint, IT Management, Requirements Analysis
Education
University of Kansas 1986 — 1990
American Century Investments May 2005 - Present
AIM Distributors, Inc. July 1995 - May 2005
Skills
Portfolio Management, Mutual Funds, Investment Strategies, Investments, Series 7, Equities, Wealth Management, CIMA
Education
The University of Texas at Austin 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
American Century Investments February 2014 - Present
Wilshire Associates January 2006 - January 2014
Harris myCFO Investment Advisory Services June 2001 - December 2005
myCFO 2001 - 2005
Ernst & Young 1996 - 2001
Skills
Investments, Portfolio Management, Asset Allocation, Hedge Funds, Asset Management, Risk Management, Due Diligence, Economics, Asset Managment, Alternative Investments, Emerging Markets, Institutional..., Mergers & Acquisitions, Financial Risk, Investment Strategies, Financial Modeling, Capital Markets, Fixed Income, Bloomberg, Securities, Investment Management, Finance, Private Equity, Wealth Management, Derivatives, Fund Of Funds, Financial Markets, Valuation, Management, Financial Analysis, Bonds, Equities, Mutual Funds, Investment Banking
Education
University of California, Los Angeles
BA, Business Economics
Cisco Systems 2012 - Present
Levi Strauss & Co. 2011 - 2012
VMware 2008 - 2010
Yahoo! 2007 - 2008
Adobe Systems 1997 - 2007
Gateway 1996 - 1997
American Century Investments 1987 - 1996
Education
Shawnee Misssion South High School
University of Kansas
Bachelors
US Trust September 2012 - August 2015
Charles Schwab Investment Management August 2004 - August 2011
American Century Investments August 1997 - August 2004
Barra April 1993 - August 1997
Lawrence Johnson and Associates 1991 - 1992
Skills
Client Communications, Board Presentations, Investment Strategies, Product Strategy, Product Management, Portfolio Management, Investments, Equities, Alternative Investments, Asset Management, Asset Managment, Wealth Management, Mutual Funds, Asset Allocation
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
MBA
University of California, Berkeley 1987 — 1991
AB, Applied Mathematics
Tax Favored Benefits, Inc. July 2013 - Present
American Century Investments April 2012 - March 2013
Kansas City Chiefs May 2010 - August 2010
Skills
Sales, 401k, Advertising, Financial Modeling, Insurance, Investments, Financial Analysis, Mutual Funds, Sponsorship, Marketing, Cold Calling, Marketing Strategy, New Business Development, Account Management, Strategic Financial..., Strategic Planning
Education
University of Kansas 2007 — 2011
BA Sport Management, Business
Shawnee Mission East High School 2004 — 2007
Hallmark Cards July 2014 - Present
Hallmark Cards September 2011 - June 2014
PlattForm Advertising February 2009 - September 2011
American Century Investments 2007 - 2008
American Century Investments 2006 - 2007
Truman State University 2005 - 2006
Truman State University 2004 - 2006
Skills
Offshore Project..., Multimedia Project..., Graphic Design, Project Management, Adobe Acrobat, Multimedia, Advertising, Photoshop
Education
Truman State University 2000 — 2004
BS and BA, Economics, Art
American Century Investments May 2007 - Present
Bear Stearns October 2006 - April 2007
MetLife August 2004 - September 2006
CalPERS March 1998 - July 2002
Skills
Portfolio Management, MBS, ABS, Financial Analysis, Structured Finance, Agency MBS, Bloomberg, Fixed Income, Financial Modeling, Chartered Financial...
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
University of California, Berkeley 1993 — 1997
BA, Economics
American Century Investments May 2005 - Present
Essex Investment Management October 2000 - May 2005
The Walt Disney Company 1998 - 2000
Skills
Asset Management, Retirement, Pensions, Investment Strategies, Investments, Alternative Investments, Investment Management, Asset Allocation, Pension Funds, Business Development, Asset Managment, Series 7, Hedge Funds, Investment Advisory, Series 63, Portfolio Management, Mutual Funds, Fund Of Funds, Bloomberg, Derivatives, Equities, Fixed Income, Institutional..., Financial Services
Education
University of Southern California - Marshall School of Business 1997 — 2000
MBA
University of Arizona 1989 — 1995
BA, General Business
Chaparral High School
American Century Investments 1999 - Present
Blue Cross Blue Shield of Kansas City 1996 - 1999
Applied Marketing Research 1994 - 1996
Commerce Bancshares, Inc. 1992 - 1994
Valentine Radford Advertising 1989 - 1992
Skills
SAS programming, SAS Enterprise Miner, SQL, Data Analysis, Segmentation, Analysis, Data Mining, Market Research, Business Analysis, CRM, Customer Insight, Strategy, Quantitative Research, Statistics, Databases, Database Marketing
Education
Truman State University 1985 — 1989
BS, Mathematics
Cognios Capital April 2015 - Present
Montage Investments April 2013 - April 2015
American Century Investments July 2012 - April 2013
Jack Stack Barbecue April 2011 - July 2011
Jack Stack Barbecue May 2010 - August 2010
Skills
Series 63, Mutual Funds, Asset Allocation, Series 6, Account Management, Series 65
Education
University of Kansas 2008 — 2012
Bachelor of Science, Marketing
Rockhurst High School 2004 — 2008
American Century Investments May 2015 - Present
Skills
Portfolio Management, Asset Allocation, Financial Risk, Asset Management, Fixed Income, Risk Management, Alternative Investments, Due Diligence, Investments, Strategy, Hedge Funds, Research, Investment Management, Investment Strategies, Multi-asset Solutions, Bank Quant Strategies, Outcome-Oriented..., Managed Account..., Index Design &..., Active portfolio..., Smart Beta Strategies, Capital Markets, Mutual Funds
Education
University of California, Berkeley
University of Southern California - Marshall School of Business
MBA, Finance
Campbell Ewald October 2012 - June 2015
InterContinental Hotels Group (IHG) April 2011 - October 2011
Markor, Inc. November 2008 - April 2011
ReFlow June 2006 - November 2008
Charles Schwab 2005 - 2006
Verizon, Visa, TIme Warner, Bailey Banks & Biddle and Synergy Software 2001 - 2005
American Century Investments 1996 - 2001
Skills
Integrated Marketing, Direct Marketing, Strategy, Marketing Communications, Cross-functional Team..., SaaS, Advertising, Marketing, B2B, Management, Leadership, Multi-channel Marketing, Entrepreneurship, Product Development, Strategic Planning, Content Strategy, Marketing Strategy, Digital Marketing, Software, Brand Development, Web Analytics, Mobile Devices, Market Planning, Trade Shows, Email Marketing, Account Management, New Business Development
Education
Towson University
BA
Stuttgart American High School (Germany)
The Traveling Vineyard August 2014 - Present
Robert D Fowler YMCA October 2013 - Present
YMCA January 2013 - Present
YMCA January 2013 - Present
Oswego County Habitat for Humanity March 2009 - December 2010
American Century Investments 1998 - 2005
Skills
Marketing Communications, Email Marketing, Direct Marketing, Database Marketing, Social Media Marketing, Integrated Marketing, Marketing, Online Advertising, Marketing Strategy, Social Media
Education
Truman State University 1992 — 1996
Bachelor of Science, Exercise Science
Cigna HealthCare September 2015 - Present
Wellness Innovations & Nursing Services, LLC (WINS) April 2012 - November 2013
CBIZ January 2007 - April 2012
American Century Investments March 1995 - January 2007
Bryan Memorial Hospital 1990 - 1995
Skills
Outstanding people..., Personnel Management, Personnel Development, Collaborative Problem..., Collaboration, Fitness, Personal Development, Health Savings Accounts, Employee Wellness, Employee Benefits, Wellness, Team Building, Recruiting, Employee Wellness..., Insurance, Program Management, Healthcare
Education
Union College (NE) 1988 — 1992
Bachelor's degree
University of Nebraska-Lincoln 1988 — 1992
Bachelor of Applied Science (B.A.Sc.)
Advisor Partners, LLC 2002 - 2014
American Century Investments 2000 - 2001
Bank of America 1997 - 2000
SEI 1988 - 1997
Skills
Product Development, Product Management, Strategy, Portfolio Management, Investments, Asset Allocation, Mutual Funds, CRM, Management, Wealth Management, Asset Managment, Risk Management, Equities, Manager Selection, Investment Portfolios, Product Marketing, Investment Strategies, Financial Advisory, Investment Management, ETFs, Asset Management, Strategy Development, New Business Development, Creative Problem Solving, Relationship Management, Team Development
Education
University of California, Berkeley
Bachelors and Master's degrees, Economics
American Century Investments June 2015 - Present
HNTB March 2014 - May 2015
D2Cycles Inc. September 2004 - December 2014
HNTB December 2012 - February 2014
Hallmark Cards December 2011 - December 2012
Hallmark Cards December 2010 - December 2011
Hallmark Cards January 2006 - November 2010
Hallmark Cards October 2003 - January 2006
Hallmark Cards July 2001 - October 2003
Hallmark Cards August 2000 - June 2001
Skills
Cross-functional Team..., Process Improvement, Program Management, Supply Chain, Team Leadership, Strategy, Supply Chain Management, Continuous Improvement, Leadership, Change Management, Business Process, Management, Problem Solving, Project Management, Project Planning, Business Intelligence, Information Technology, Business Process..., Project Portfolio..., SAP, ERP, Product Development, Consumer Products, Coaching, Strategic Planning, Team Building, Enterprise Software, Product Marketing, Security, Integration, ITIL, Software Project..., Six Sigma, IT Strategy, Business Analysis, Vendor Management, Operations Management, Business Strategy, MS Project, P&L Management, PMO, Risk Management, IT Management, Quality Assurance, PMP, SharePoint, SDLC, CRM, Software Documentation, Visio
Education
United States Military Academy at West Point
Bachelor's Degree, Computer Science Engineering & English Literature
FuturePoint Advisors LLC August 2014 - Present
Relational Investors LLC 2010 - Present
AMG Advisory Group LLC 2008 - 2010
Freeman Associates 2004 - 2008
American Century Investments 1998 - 2004
PaineWebber 1989 - 1998
Education
Union College 1988 — 1992
Bachelor of Arts, Economics & Philosophy
Ozanam January 2014 - Present
Loudon Construction April 2006 - Present
Trozzolo Communications Group March 2015 - June 2015
Trozzolo Communications Group 2015 - 2015
Trozzolo Communications Group 2015 - 2015
Trozzolo Communications Group 2015 - 2015
Beauty Brands February 2011 - May 2012
Mission Steakhouse Meats October 2009 - May 2010
American Century Investments June 2005 - April 2007
Skills
Customer Service, Marketing, Sales, Selling, Training, Event Planning, PowerPoint, Leadership, Team Building, Public Speaking, Management, Beauty Industry, Coaching, Account Management, Microsoft Office
Education
University of St. Mary 2011 — 2013
Bachelor's of Science Degree, Psychology, Graduate
The University of Kansas 1988 — 1992
Communications
American Century Investments June 2015 - Present
Ashlee Foster Design June 2013 - Present
University at Buffalo Wellness Education Services June 2014 - May 2015
Rally House May 2014 - August 2014
The Spectrum Newspaper August 2013 - May 2014
City of Olathe May 2009 - August 2013
Symmetry Productions DJ Services September 2004 - February 2012
Skills
Photoshop, InDesign, Graphic Design, Illustrator, Adobe Creative Suite, Graphics, Logo Design, Photography, Web Design, Microsoft Office, Illustration, PowerPoint, Typography, Microsoft Word, Marketing, Social Media Marketing
Education
University at Buffalo 2012 — 2015
Bachelor's Degree, Graphic Design
Olathe East High School 2009 — 2012
RigNet November 2014 - Present
Independent November 2013 - April 2014
Samba Financial Group July 2010 - July 2013
Paradigm Capital Management September 2009 - July 2010
American Century Investments June 2008 - August 2008
The Clinton Foundation February 2008 - April 2008
JPMorgan Chase June 2003 - July 2007
Skills
Equities, Valuation, Equity Research, Hedge Funds, Portfolio Management, Fixed Income, Investments, Emerging Markets, Asset Management, Finance, Financial Modeling, Bloomberg, Investment Management, Capital Markets, Commodity, Due Diligence, Trading, Mutual Funds, Hedging, Quantitative Analytics, Funding, Derivatives, Alternative Investments, Private Equity, FactSet, Reuters Eikon, Tableau
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Finance & Corporate Strategy
University of Houston, C.T. Bauer College of Business 1998 — 2003
BBA, Finance
Universidad de Los Andes 2002 — 2002
International Business
Analytic Marketing Innovations August 2012 - Present
KBM Group March 2008 - August 2012
Sprint April 2006 - March 2008
American Century Investments May 2004 - February 2006
American Century Investments September 2001 - May 2004
American Century Investments November 1999 - September 2001
American Century Investments July 1998 - November 1999
G.E. Capital, Employers Re Corp March 1996 - July 1998
G.E. Capital, Bates Turner April 1993 - March 1996
Skills
Analytics, CRM, Segmentation, Strategy, Forecasting, Program Management, Business Intelligence, SAS, Database Marketing, Statistical Modeling, Marketing Research, Access, Portfolio Management, Marketing, Marketo Certified, Marketing Automation, Digital Attribution, VBA Automation, SQL, Microsoft SQL Server, QlikView Development, Omniture, Facebook API, Google Analytics, Tableau, Oracle SQL Developer, Sybase, Teradata, Hadoop, Unix, SPSS, Twitter API, Mixed Media, Salesforce.com, Hoovers, Strategic Insights, Software Development, Reporting & Analysis, KPI Reports, Software Documentation, Hive, FactSet
Education
The University of Kansas 1990 — 1992
Bachelor's degree, Business/Managerial Economics
University of Kansas 1990 — 1992
Business Administration and Accounting, Business Administration and Management, General
American Century Investments October 2013 - Present
PwC 2011 - October 2013
PwC 2006 - 2011
PwC 2003 - 2006
State Street June 1999 - July 2003
Skills
Accounting, Auditing, Asset Management, Assurance, Equities, Financial Reporting, SSAE 16, Fund Accounting, SEC filings, US GAAP, Financial Services, CPA, External Audit
Education
Truman State University 1994 — 1999
BS, Accounting
Truman State University 1994 — 1999
BS, Finance
Wells Fargo Advisors, LLC July 2008 - Present
Stifel Nicolaus March 2001 - July 2008
American Century Investments 1996 - 2001
Skills
FINRA Series 7, 63, 65..., Chartered Retirement..., Series 7, Retirement Planning, Mutual Funds, Investments, Financial Advisory, Marketing Strategy, Strategic Planning, Series 63, Marketing Communications, Marketing, Social Media Marketing, Series 65, Series 24, Asset Allocation, Wealth Management, Investment Advisory, FINRA, Business Development, Securities, Separately Managed..., Retirement, 401k, Investment Strategies, Alternative Investments, ETFs, IRAs, Defined Benefit
Education
Truman State University 1991 — 1995
B.S., Finance
Boston University
Certificate in Financial Planning, Financial Planning
Hospice Compassus June 2013 - Present
Dialog Health November 2012 - April 2013
Community Health Systems, Inc May 2012 - July 2012
Hospital Corporate of America January 2012 - May 2012
American Century Investments January 2007 - July 2011
Ernst & Young LLP July 2006 - October 2007
Skills
Auditing, Internal Controls, Internal Audit, Business Strategy, Marketing Strategy, Healthcare Management, Financial Modeling, Financial Analysis, Data Analysis, Forecasting, Process Improvement, Corporate Finance, Managerial Finance, Financial Reporting, Sarbanes-Oxley Act, CPA, Due Diligence, Microsoft Excel, Accounting, Mergers, Budgets, SEC filings, Valuation, Finance, Account Reconciliation, Financial Services, Strategic Financial..., Financial Accounting
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Healthcare, Marketing, Operations, Beta Gamma Sigma
The University of Kansas 2001 — 2006
Finance & Accounting, Business
Oracle June 2012 - Present
Taleo June 2007 - June 2012
American Century Investments September 1998 - June 2007
Skills
Talent Management, Talent Acquisition, Applicant Tracking..., SaaS, Onboarding, Recruiting, Taleo, Human Resources
Education
Truman State University 1994 — 1998
History, History
American Century Investments July 2014 - Present
Mellon Capital Management/OFI July 2011 - July 2014
Putnam Investments 2007 - 2011
RCM 2004 - 2007
Skills
Asset Allocation, Alternative Investments, Series 7, Asset Managment, Investments, Hedge Funds, Investment Strategies, Fixed Income, Equities, Portfolio Management, Series 63, Investment Management, Investment Advisory, Institutional..., Equity Research
Education
University of California, Los Angeles 1979 — 1982
BA, Business Economics
Multi Service October 2005 - Present
Applied Resources, Inc April 2001 - October 2005
SAS September 1999 - April 2001
American Century Investments April 1992 - September 1999
Skills
Requirements Analysis, Databases, Documentation, Analysis, SDLC, ITIL, Security, it, IT Management, IT Operations, Web Development, User Interface Design, Interaction Design, Software Documentation, Program Management, CRM, Project Management, Quality Assurance, Leadership, Business Analysis, Vendor Management, Management, Software Project..., System Administration, Requirements Gathering, Process Improvement, Integration
Education
University of Nebraska at Omaha 1989 — 1991
Bachelor of Science, Human Resources Management
University of Arizona 1987 — 1989
Business
PNC August 2010 - Present
Communication Catalyst November 2009 - July 2011
Tridelta Alumni Association of Greater Kansas City April 2008 - December 2009
American Century Investments April 1996 - January 2008
American Century 1996 - 2007
Kemper Financial Services 1993 - 1996
BBDO 1987 - 1992
Skills
Public Relations, Integrated Marketing, Market Research, Marketing Strategy, Account Management, Advertising, Marketing Management, Customer Insight, Strategic Financial..., Creative Direction, Marketing Communications, Strategy
Education
University of Illinois at Urbana-Champaign 1976 — 1979
B.S.
University of Arizona 1974 — 1975
UC Berkeley September 2013 - Present
ShoreTel 2015 - 2015
Trupik Inc. May 2014 - August 2014
American Century Investments May 2013 - August 2013
Veterans Health Administration May 2011 - August 2011
Skills
Software Development, Programming, Business Intelligence, Software Engineering, Java
Education
University of California, Berkeley 2012 — 2016
Computer Science / Business, Sophomore
Saint Francis High School 2008 — 2012
High School Diploma
BlackRock June 2012 - Present
BlackRock September 2009 - May 2012
American Century Investments January 2003 - September 2009
Deloitte & Touche September 2000 - January 2003
Skills
Tax, Mutual Funds, Bloomberg, Asset Managment, Equities, Financial Modeling, Investments, Strategic Financial..., Securities, Financial Analysis, Financial Planners, Investment Management, Retirement Planning, Alternative Investments, Risk Management, Finance, Mergers, Estate Planning, Hedge Funds, Series 7
Education
Truman State University 1999 — 2000
Masters, Accounting with Tax Emphasis
Truman State University 1995 — 1999
B.S., Accounting
American Century Investments 2011 - Present
American Century June 2006 - July 2009
Skills
Financial Modeling, Equity Research, Equities, Financial Analysis, Valuation, Portfolio Management, Asset Managment, Investments, Corporate Finance, Investment Strategies
Education
The University of Texas at Austin 2004 — 2006
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
ZOLL Medical Corporation October 2000 - Present
ZOLL Medical Corporation October 2000 - Present
ZOLL Medical Corporation October 2000 - Present
ZOLL Medical Corporation October 2000 - Present
ZOLL Medical Corporation October 2000 - Present
ZOLL Medical Corporation October 2000 - Present
Smith + Nephew, Inc January 1998 - October 2000
American Century Investments October 1993 - January 1998
American Century Investments October 1993 - January 1998
Skills
Capital Equipment, Budgets, Customer Service, Cath Lab, Disposables, Forecasting, Healthcare, Management, Market Analysis, Marketing, Medical Devices, Negotiation, Product Launch, Recruiting, Sales, Sales Force Development, Sales Management, Sales Operations, Selling, Strategic Planning
Education
University of Missouri-Kansas City 1993 — 1995
MBA, Finance
The University of Kansas 1987 — 1991
B.A, Chemistry
Hayman Capital Management, LP April 2014 - January 2015
Balyasny Asset Management L.P. June 2013 - March 2014
Paradigm Advisors, LLC November 2010 - May 2013
American Century Investments June 2009 - August 2009
KeyPoint Capital Management May 2009 - June 2009
American Capital March 2006 - March 2008
McKinsey & Company October 2004 - March 2006
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
The University of Texas at Austin 2002 — 2004
MS
The University of Texas at Austin 1998 — 2002
BS
American Century Investments February 2013 - Present
American Century Investments September 2009 - February 2013
American Century Investments March 2008 - September 2009
Knot Baked, L.L.C. January 2005 - December 2008
American Century Investments March 2004 - March 2008
American Century Investments July 2003 - March 2004
American Century Investments March 1996 - July 2003
St. Louis Bread Company - Panera June 1993 - March 1996
Music 4 Less 1991 - 1994
Skills
Training, Process Improvement, Vendor Management, Customer Experience, Leadership, Strategy, Call Centers, Mutual Funds, Strategic Planning, Relationship Management, Change Management, Program Management, Customer Satisfaction, Business Strategy, Performance Management, Series 6, CRM, Analysis, Employee Training, Call Center, Management Consulting, Consulting, Business Process..., Business Analysis, Series 24
Education
The University of Kansas 1992 — 1996
Business Management and Administration, Business
Blue Valley North High School 1988 — 1992
American Century Investments January 2011 - Present
State Street Bank June 2008 - February 2011
State Street January 2007 - May 2008
State Street October 2005 - December 2006
State Street October 2004 - September 2005
State Street October 2003 - September 2004
State Street June 2001 - August 2003
Education
The University of Kansas 1997 — 2001
BS in Business Administration, Concentration in Communication Studies
American Century Investments October 2013 - Present
PIMCO July 2011 - September 2013
PIMCO March 2010 - July 2011
Morris Associates LLC June 2008 - March 2010
Bear Stearns March 2008 - June 2008
Fimat June 2005 - September 2007
Skills
Fixed Income, Hedge Funds, Capital Markets, Portfolio Management, Investment Management, ETFs, Bonds, Asset Allocation, Equity Research, Investments, Derivatives, Wealth Management, Bloomberg, Securities, Investment Strategies, Series 7, Alternative Investments, Mutual Funds, Asset Management, Financial Modeling, Series 63, Equities, Private Equity, Valuation, Emerging Markets, Equity Derivatives, Financial Markets, Fund Of Funds, Investor Relations, Options
Education
Trinity College-Hartford 1998 — 2002
Bachelor of Arts (B.A.), History
American Century Investments June 2015 - Present
American Century Investments January 2013 - June 2015
American Century Investments February 2010 - January 2013
American Century Investments February 2005 - January 2010
American Century Investments February 2004 - February 2005
American Century Investments July 2000 - February 2004
Skills
Vendor Management, Project Management, MS Project, Software Documentation, SDLC, Business Analysis, Visio, Process Improvement, Project Planning, PMP, Requirements Analysis, IT Management, IT Strategy, PMO, Management
Education
University of Kansas 1996 — 2000
Bachelor of Science (BS), Business Administration and Management
West Paces Advisors May 2015 - Present
The Northern Trust Company May 2006 - May 2015
Northern Trust Bank April 2003 - May 2006
American Century Investments July 1999 - December 2000
Education
University of Alabama 2001 — 2002
MA, Banking and Finance
University of North Carolina at Chapel Hill 1992 — 1995
BA, Chemistry
The McCallie School 1986 — 1992
American Century October 2003 - Present
American Century Investments 2003 - Present
Standish Mellon Asset Management September 1995 - October 2003
Skills
Fixed Income, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Investment Management, Asset Managment, Investments, Equities, Bonds, Financial Risk, Asset Management, Hedge Funds, Bloomberg, Capital Markets, Securities, Investment Strategies, Equity Research, Risk Management, Valuation, Financial Markets, Trading
Education
University of Southern California - Marshall School of Business 1988 — 1990
MBA, Finance
University of California, Berkeley 1981 — 1985
BA, Economics and History
TIAA-CREF October 2012 - Present
TIAA-CREF July 2010 - Present
H & R Block December 2008 - July 2010
Commerce Bank April 2008 - December 2008
Assurant Employee Benefits October 2007 - April 2008
American Century Investments April 2007 - October 2007
Transamerica February 2005 - April 2007
JP Morgan Chase Retirement Plan Service June 2003 - February 2005
American Century Investments September 1997 - June 2003
Education
University of Kansas
Home 2008 - Present
American Century Investments 1996 - 2008
Education
The University of Kansas 1982 — 1984
American Century Investments
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Market Research, Email Marketing, Marketing, Integrated Marketing
Education
The University of Kansas
American Century Investments September 1982 - Present
Northern California Savings 1979 - 1982
Skills
Internal Audit, Operational Risk..., SEC filings, Internal Controls, Enterprise Risk..., Auditing, Operational Risk, Sarbanes-Oxley Act, Asset Management, CISA, Financial Reporting, Financial Risk, Risk Management, Financial Services, Risk Assessment, Managerial Finance, Corporate Governance, Financial Modeling, COSO, Financial Analysis, IT Audit, Process Improvement, Governance, Business Process...
Education
University of California, Berkeley, Haas School of Business
B.S., Business Administration - Finance; Production Management
Alan D. Biller & Associates March 2013 - Present
CalPERS June 2007 - February 2013
E*TRADE Financial August 2002 - May 2007
American Century Investments July 1989 - November 2001
Skills
Asset Allocation, Performance Measurement..., Investment Manager..., Economic and..., Alternative Investments, Fixed Income, Portfolio Management, Capital Markets, Economics, Hedge Funds, Private Equity, Investment Management, Investments, Asset Management
Education
University of California, Los Angeles 1982 — 1987
Bachelor of Arts (BA), Economics
Classic Parts, Inc August 1995 - Present
American Century Investments February 1991 - August 1995
Skills
Advertising, Marketing Strategy, Sales Management, Customer Service, Sales, Online Advertising, Online Marketing
Education
The University of Kansas
BA, Advertising/Marketing
American Century Investments Comms. & Education Program ManagerJPMorgan/American Century Retirement Plan ServicesAugust 1995 - January 2001
NKH&W (agency) November 1994 - July 1995
UMB Bank September 1991 - November 1994
Education
Truman State University 1984 — 1989
Lockton Companies June 2014 - Present
American Century Investments July 2010 - June 2014
Ernst & Young September 2006 - June 2010
Skills
CPA
Education
The University of Kansas 2004 — 2006
Grissom High School
Grissom High School
Grissom High School
University of Illinois at Urbana-Champaign
ACUTE Marketing and Promotions May 2006 - Present
American Century Investments August 1999 - July 2006
Education
The University of Kansas 1994 — 1999
Capital Group Companies CIO JPMC Retirement Plan ServicesJPMorgan Chase2001 - 2004
American Century Investments 2000 - 2001
Skills
Business Analysis, Requirements Analysis, SDLC, Risk Management, Agile Methodologies, Scrum, Vendor Management, IT Management, IT Strategy, Enterprise Architecture, Requirements Gathering, Project Portfolio..., Disaster Recovery, Software Development, Process Improvement, Project Delivery, Project Management, Change Management, Outsourcing, Financial Services, Resource Management, ITIL, Software Project...
Education
University of Alabama at Birmingham 1983 — 1985
BS CS, Information Technology, Business
Wells Fargo - Funds Management Group 2011 - Present
Artisan Partners March 2008 - January 2011
JP Morgan 1997 - 2008
American Century Investments December 1989 - April 1997
Skills
Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Investment Strategies, Equities, Investment Advisory, Portfolio Management, Pensions, Wealth Management, ETFs, FINRA, Relationship Management, Retirement Planning, Series 7, Retirement, 401k, Institutional, Mutual Funds, Asset Management, Financial Services, Valuation
Education
University of Kansas
B.S., Business Administration
American Century Investments August 2000 - Present
American Century 2000 - Present
American Century 2000 - Present
Skills
PeopleSoft, Access, Lotus Notes, Outlook, Microsoft Excel, Human Resources, Investments
Education
University of Kansas
BSE, Elementary Education and Teaching
The Mutual Fund Store May 2010 - Present
The Mutual Fund Store October 2006 - May 2010
American Century Investments 1991 - 1999
Skills
Financial Services, Relationship Management, Process Improvement, Business Process..., Leadership, Account Management, Management, Business Development, Program Management, Retirement Planning, Investment Advisory, Investments, Mutual Funds
Education
University of Kansas 1986 — 1990
B.S., Business
American Century Investments October 2004 - Present
American Century Investments October 2000 - October 2004
American Century Investments December 1999 - October 2000
Cerner Corporation April 1997 - December 1999
Cerner Corporation September 1993 - April 1997
Skills
Enterprise Architecture, Business Analysis, SDLC, SQL, Visio, IT Management
Education
The University of Kansas 2000 — 2004
Masters of Engineering Management
University of Missouri-Columbia 1990 — 1993
Bachelors of Science in Electrical and Computer Engineering
MGP Ingredients December 2013 - Present
Kauffman Foundation 2012 - Present
JE Dunn Construction 2006 - Present
Euronet Worldwide 2001 - Present
American Century Investments 1994 - Present
DST Systems 1996 - 2012
Charming Shoppes 2006 - 2010
National Association of Corporate Directors (NACD) 2004 - 2010
Sprint 2003 - 2005
Sprint Nextel 2002 - 2003
Skills
Mergers, Team Building, Strategic Planning, Process Improvement, Leadership, Contract Negotiation, Mergers & Acquisitions, Business Development, Budgets, Strategy, Entrepreneurship, Business Planning, Business Strategy, Risk Management, Leadership Development, Start-ups, Cross-functional Team..., Organizational..., Management Consulting, Change Management, New Business Development, Program Management, Small Business, Management
Education
The University of Kansas 1964 — 1968
Bachelor’s Degree, Busisness Administration and Accounting - CPA
Nuance Investments, LLC January 2015 - Present
Nuance Investments, LLC February 2011 - Present
American Century Investments January 1987 - September 1996
Analyst August 1983 - January 1987
Education
University of Missouri-Kansas City 1986 — 1988
Master of Business Administration (M.B.A.), Finance, General
University of Kansas 1979 — 1983
Bachelor of Science (B.S.), Accounting and Business/Management
Backwoods Retail, Inc. 2007 - Present
JP Morgan Retirement Plan Services February 2004 - September 2007
American Century Investments July 2000 - February 2004
DST Systems November 1993 - July 2000
Education
The University of Memphis
BS, Computer Science
American Century Investments
Skills
Series 6, Series 7, Mutual Funds, Financial Services, Series 63, Call Centers
Education
The University of Kansas 1981 — 1985
BS, Business
American Century Investments 1995 - Present
State Street 1992 - 1995
Skills
Mutual Funds, Compliance
Education
Truman State University
Bachelor's Degree, Bachelor of Science in Accounting
BATS Exchange December 2008 - Present
American Century Investments February 1994 - November 2008
Education
Truman State University 1989 — 1993
Bachelors, Business Management
Rockhurst High School 1985 — 1989
Waddell & Reed 2010 - Present
Ameriprise Advisor Services 2008 - 2009
H&R Block Financial Advisors 2007 - 2009
H&R Block Financial Advisors 2004 - 2007
H&R Block Financial Advisors 2003 - 2004
American Century Services 1993 - 2002
American Century Investments 1992 - 2002
Education
The University of Kansas 1985 — 1990
Personnel Administration
Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P. August 2015 - Present
Fooda May 2015 - August 2015
High Road Craft Ice Cream, Inc. November 2013 - May 2015
Commonwealth Capital Securities May 2012 - November 2013
Goldman Sachs Asset Management November 2009 - May 2011
American Century Investments February 2008 - November 2008
CNL August 2001 - December 2007
Protective Life February 2001 - September 2001
American Express October 1998 - February 2001
Skills
Banking, Fundraising, Asset Management, Mutual Funds, Investment Advisory, Strategic Financial..., Relationship Management, Financial Services, Equities, Portfolio Management, Retirement Planning, Wealth Management, Investments, Alternative Investments, Retirement, Private Equity, Due Diligence, Financial Advisory, Series 7, Asset Allocation, Fixed Annuities, Securities, Hedge Funds, Series 63, Finance, Management, Sales, Sales Management, Leadership, Strategic Planning, Marketing, Customer Service, Financial Analysis, Team Building, New Business Development, Business Development, Risk Management, Marketing Strategy
Education
University of Alabama 1995 — 1999
Finance, Business
Optiv Inc June 2015 - Present
FishNet Security January 2014 - July 2015
FishNet Security August 2011 - January 2014
TEKsystems contractor for State Street June 2010 - July 2011
TEKsystems contractor for State Street March 2009 - June 2010
American Century Investments July 2006 - December 2008
Truman State University September 2004 - June 2005
Skills
Vendor Management, SDLC, SharePoint, Help Desk Support, DHCP, Windows XP, VPN, VMware, Networking, Microsoft Exchange, Troubleshooting, Disaster Recovery, Network Security, Information Technology, System Administration, Technical Support
Education
Truman State University 2002 — 2006
BA, Business Administration
American Century Investments June 2004 - Present
Skills
Mutual Funds, Investments, Series 7, Asset Management, Asset Allocation, Series 6, Investment Strategies
Education
The University of Kansas 1994 — 1998
bachelor of arts, political science
VK Investments Senior Investments AnalystWells Capital ManagementAugust 2001 - February 2003
American Century Investments November 1997 - July 2001
Skills
Investments, Equities, Bloomberg, Asset Management, Financial Analysis, Financial Modeling, Fixed Income
Education
University of California, Los Angeles
Feller Financial Solutions Inc. January 2002 - Present
Yellow Freight 1998 - 2001
American Century Investments May 1997 - October 1998
Worldspan 1989 - 1996
Skills
Accounting, Strategic Planning, QuickBooks, Strategic Financial..., Corporate Finance, Budgets, Risk Management, Business Strategy, Financial Analysis, Management Consulting, Forecasting, Business Planning, Accounts Receivable, Financial Reporting, Accounts Payable, Finance, Mergers, Financial Modeling, Tax, Mergers & Acquisitions
Education
University of Kansas - Graduate School of Business 1985 — 1986
MBA, Finance
The University of Kansas 1979 — 1982
B.S., Business Admin & Finance
Lee Hecht Harrison 2009 - 2009
American Century Investments 2001 - 2008
DiscoverME LLC January 2000 - April 2001
Farmland Industries 1998 - 2000
Education
University of Missouri-Kansas City
MBA, Finance
Truman State University 1989 — 1993
BS, Accounting
Deloitte July 2014 - August 2015
Kataman Metals LLC January 2014 - May 2014
American Century Investments May 2013 - June 2013
Off Campus Media August 2011 - January 2013
DST Systems April 2012 - August 2012
Cerner Corporation January 2009 - January 2011
Skills
Certified..., Java, Agile Methodologies, PHP, Software Engineering, Facebook, Microsoft Excel, HTML, MySQL, Python, C++, Software Development, SQL, JavaScript, CSS, PowerPoint, Business Analysis, IT Business Strategy, Financial Modeling, Salesforce.com, Salesforce.com..., Salesforce.com...
Education
University of California, Berkeley - School of Law 2015 — 2018
Juris Doctor (J.D.)
WASHINGTON UNIVERSITY IN ST. LOUIS, SCHOOL OF ENGINEERING 2010 — 2014
Bachelor of Science, Computer Science; Computer Science and Finance
Ivy Funds Distributor, Inc./Waddell & Reed Financial Inc. 2009 - Present
U.S. Central Federal Credit Union 2008 - 2009
American Century Investments 2004 - 2008
Sosland Publishing 2002 - 2004
Dow Jones Newswires 2001 - 2002
Bridge News/Knight-Ridder Financial 1994 - 2001
Education
University of Kansas - Graduate School of Business 2002 — 2005
M.B.A. in Finance/Marketing with Portfolio Management Emphasis
University of Kansas 1990 — 1993
B.S. in Journalism
Phi Beta Kappa
American Century Investments July 2012 - Present
American Century Investments February 2011 - June 2012
American Century Investments July 2009 - February 2011
Skills
Salesforce.com, Training, CRM, Business Analysis, Call Centers, Financial Services, Process Improvement, Vendor Management
Education
The University of Kansas 1996 — 2000
Communication Studies
J.P. Morgan December 2003 - Present
American Century Investments 1998 - 2003
Fidelity Investments 1987 - 1998
Education
University of Kansas City - Missouri
Certified Financial Planner (CFP)
Thomas More College
Bachelor's Degree, Business Administration and Management, General; Computer Science
American Century Investments February 2007 - Present
American Century Investments December 2000 - January 2007
Skills
Mutual Funds, Series 63, Series 6, Investments
Education
University of Arkansas at Fayetteville 1993 — 1997
Business, Management, Marketing, and Related Support Services
American Century Investments January 2008 - Present
First Command Financial Planning January 2005 - January 2008
US Navy January 1991 - May 2004
Skills
Series 63, Investment Strategies, Mutual Funds, Insurance, Asset Allocation, Investments, Retirement Planning, Asset Managment, Equities, Fixed Income, Series 6, FINRA, Analysis, Asset Management, Finance, Portfolio Management, Financial Services, Leadership, Financial Planning
Education
University of Kansas 1987 — 1991
Bachelor of Arts (BA), Spanish Language and Literature
Santa Fe High 1981 — 1985
Keller Williams Realty October 2013 - Present
ABW October 2009 - Present
Jackson National Life 2004 - 2005
American Century Investments 1999 - 2003
Skills
Sellers, Buyer Representation, Short Sales, First Time Home Buyers, Negotiation
Education
The University of South Dakota 1991 — 1995
B.S, Economics
Charles Schwab April 2013 - Present
Charles Schwab April 2013 - March 2015
Consultant May 2012 - April 2013
American Century Investments June 1998 - September 2010
American Century Investments March 2001 - June 2010
American Century Investments February 2004 - January 2006
American Century Investments August 2000 - January 2004
American Century Investments June 1998 - July 2000
Skills
Portfolio Management, Portfolio Optimization, Equities, Asset Allocation, Risk Management, R, Time Series Analysis, Risk Models, Market Neutral, Quantative Analysis, Quantitative Research, Alternative Investments, Statistics, Databases, Programming, GARCH, Compustat, IBES, Equity Research, Hedge Funds, Commodity, Investment Strategies
Education
University of Washington 2011 — 2013
Master's Degree
University of California, San Diego 1994 — 1998
B.S.
American Century Investments September 2004 - Present
American Century Investm February 2001 - September 2004
Skills
Mutual Fund, Series 7, Series 63, Series 24, Sales Management
Education
University of Kansas 1983 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
American Century Investments March 2012 - Present
American Century Investments January 2001 - March 2012
J.P. Morgan/American Century Retirement Plan Services March 1996 - January 2001
New York Life Asset Management February 1995 - March 1996
T. Rowe Price January 1989 - February 1995
Education
University of Baltimore 1990 — 1992
MBA, Marketing
Towson University 1985 — 1989
BS, Management
Garmin International August 2015 - Present
University of Nebraska–Lincoln August 2014 - May 2015
Mutual of Omaha May 2014 - August 2014
Northwest Missouri State University January 2011 - May 2014
Garmin International June 2013 - August 2013
American Century Investments May 2012 - August 2012
Camp Geiger Boy Scout Camp May 2011 - July 2011
Skills
MySQL, Mobile Applications, Java, Software Development, Databases, Programming, Python, OS X, Web Development, AngularJS, Mac OS X, Integration, SQL, HTML, VMware, JavaScript, Windows, Unix, Bash, Linux, Microsoft SQL Server, Objective-C
Education
University of Nebraska-Lincoln 2014 — 2015
Doctor of Philosophy (Ph.D.), Computer Science
Northwest Missouri State University 2010 — 2014
Bachelor's Degree, Computer Science, Minor: Database Management Systems, 3.79/4.0
The University of Stirling 2013 — 2013
Bachelor's degree, Computer Science
American Century Investments April 2000 - Present
USAA Investment Management March 1994 - March 2000
Ernst & Young September 1989 - February 1994
Texas Instruments June 1984 - May 1987
Skills
Financial Analysis, Financial Modeling, Risk Management, Investments, Finance, Portfolio Management, Valuation, Equities, Asset Management, Securities
Education
The University of Texas at Austin 1987 — 1989
Master of Business Administration (M.B.A.)
University of Arizona 1980 — 1984
Bachelor of Science (B.S.)
US Trust 2014 - Present
American Century Investments 2008 - 2014
Baylor College of Medicine Endowment Fund 2007 - 2008
Invesco Ltd. 1997 - 2007
Education
The University of Texas at Austin 1987 — 1991
BA, Government
University of St. Thomas (TX) 1997 — 1999
MBA, Finance
Stratford High School
Stratford High School
De Anza College Senior AnalystSegaMay 1996 - June 2000
American Century Investments June 1992 - April 1996
Education
UC Irvine 1981 — 1985
Bachelor of Science (BS), Psychology
University of California, Irvine 1981 — 1985
Bachelor's degree, Psychology
UMB Fund Services August 2011 - Present
State Street July 1995 - August 2011
Edward Jones June 1994 - July 1995
American Century Investments 1992 - 1994
Skills
Mutual Funds, Fund Accounting, Global Custody, Alternative Investments, Investments, Bloomberg, Financial Analysis, Securities Lending, Asset Managment, Process Improvement, Collateral Management, Derivatives, Securities, Equities, Fund Administration, Financial Services
Education
Truman State University 1987 — 1991
BS, Business Administration/Finance
American Century Investments 1987 - Present
Skills
Business Analysis, Risk Management, Project Management, Vendor Management, PMO, Software Project..., Visio, Requirements Analysis, Program Management
Education
Truman State University 1982 — 1987
Bachelor of Science (BS), Business Administration and Management, General
American Century Investments July 1997 - Present
Atwood Convention Publishing January 1994 - June 1997
Skills
Print Management, Project Management, Inventory Management, Vendor Relationships, Print On Demand, Marketing, Marketing Strategy, Sales Management, Strategic Planning, Microsoft Excel, Offset Printing
Education
University of Kansas 1989 — 1993
Advertising
Gold Rush Girls June 2013 - Present
American Century Investments January 1998 - February 2010
Education
University of Kansas 1994 — 1998
BGS, Human Development and Family Studies, General