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
American Century Investments February 2015 - Present
Ivy Funds January 2012 - January 2015
Education
University of Iowa 2000 — 2004
Bachelor of Arts (B.A.), Communication, General
Sales,Fund-raising, Relationship Management, Business Development January 2012 - Present
Atlantic Asset Management/Palmer Square Emerging Manager Fund August 2011 - January 2013
American Century Investments March 2003 - July 2008
J. Stephan & Company February 1996 - March 2003
America First Investment Advisors, LLC 1993 - 1995
PaineWebber 1989 - 1993
Drexel Burnham Lambert 1986 - 1989
E.F. Hutton 1985 - 1986
Merrill Lynch December 1980 - May 1985
Skills
Marketing, CRM, Sales, Asset Managment, Hedge Funds, Alternative Investments, Equities, Investments, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Mutual Funds, Investment Management, Investment Advisory, Institutional, Asset Management, Management, Securities, Business Development, Private Equity, Emerging Markets, Strategic Planning, Relationship Management, Leadership, Trading, Financial Services, Wealth Management, Start-ups, New Business Development, Financial Analysis, Sales Management, Capital Markets, Strategy, Finance, Risk Management, Insurance, Team Building, Funding, Team Leadership
Education
University of Maryland BS Finance , Webster University MA Marketing 1977 — 1982
Bachelor’s Degree, Accounting and Finance
University of Maryland College Park 1977 — 1981
BS, Finance
Webster University 1987 — 1988
MA, Marketing/Marketing Management, General
American Century Investments April 2013 - Present
Mariner Holdings October 2010 - April 2013
AllianceBernstein July 2009 - June 2010
AllianceBernstein January 2008 - July 2009
Morgan Stanley August 2006 - August 2007
Skills
Series 7, Strategy, Asset Managment, Series 63, Investments, Mutual Funds, Asset Management, Leadership, Equities, Management, Marketing
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Marketing with a Concentration in Six Sigma Quality Management
J.P. Morgan January 2014 - Present
JPMorgan Retirement Plan Services June 2013 - Present
J.P. Morgan Retirement Plan Services January 2002 - Present
JPMorgan 1996 - Present
J.P. Morgan 1991 - 2010
American Century Investments October 1996 - January 2002
American Century Investments February 1993 - October 1996
Skills
JCL, Requirements Analysis, DB2, SDLC, COBOL, Mainframe
Education
University of Central Missouri 1980 — 1984
Computer Science & Math Functional Major, Math and computer engineering
Shelter Insurance January 2014 - Present
Private December 2011 - Present
ABC Laboratories September 2010 - September 2011
Sprint (contract position through Comsys) July 2009 - September 2010
Oasis Outsourcing September 2006 - July 2009
NationsRent July 2006 - September 2006
Feratech, Inc. December 2004 - July 2006
Worldwide Shore Services (Holland America Line) October 2004 - April 2005
Kansas City Chiefs September 2003 - January 2004
American Century Investments May 2002 - August 2003
Skills
Writing, Editing, Marketing Communications, SEO, Content Writing, Promotional Writing, Newsletters, Copywriting, Web Content, Online Marketing, Internal Communications, Press Releases, Microsoft Office, Corporate Communications, Direct Mail, Email Marketing, B2B, Brochures, Online Advertising, Project Management, Media Writing, Social Media Marketing, Mac, Blogging, SEO copywriting, Marketing, Wordpress, Copy Editing, Public Relations, Lead Generation, Social Media, Marketing Strategy, Content Strategy, Marketing Management, Content Management, Strategic Communications, Advertising
Education
Keller Graduate School of Management 2001 — 2003
Project Management
University of Missouri
BA, Communications
Blue Springs High School 1984 — 1987
High School Diploma, General
American Century Investments November 2010 - Present
Skills
Mutual Funds, Equities, Asset Allocation, Alternative Investments, Asset Management, Fixed Income, Investments, Series 7, Portfolio Management, Series 63, Investment Management, Investment Strategies, Bloomberg, Securities, Investment Advisory, Equity Research, Wealth Management, Capital Markets, Valuation
Education
University of Massachusetts, Amherst 1994 — 1997
Chaminade High School
FCI Advisors May 2015 - Present
American Century Investments January 2013 - May 2015
American Century Investments February 2012 - January 2013
American Century Investments February 2008 - February 2012
American Century Investments November 2006 - February 2008
American Century Investments September 2004 - November 2006
Skills
Mutual Funds, Portfolio Management, Equity Research, Asset Management, Equities, Investments, Investment Management, Financial Modeling
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Science, Finance
Jet Methods, Inc. November 2014 - July 2015
FactSet May 2012 - July 2014
Merrill Lynch January 2012 - May 2012
Merrill Lynch February 2010 - October 2011
New Canaan Public Schools January 2009 - June 2009
Nuveen Investments July 2008 - November 2008
Fred Alger Management, Inc. January 2006 - November 2007
American Century Investments October 1997 - January 2006
Eagle Capital Management February 1997 - August 1997
Hedge Fund March 1993 - January 1997
Skills
Portfolio Management, Investment Management, Asset Management, Strategy, Business Development, Financial Services, Finance, Structured Products
Education
University of California, San Diego 1983 — 1987
B.A., Economics
University of Pennsylvania - Wharton/AIMSE Investment Management Marketing Executive Program 2008 — 2008
DSM Capital Partners April 2015 - Present
American Century Investments January 2006 - April 2015
American Century Investments April 2001 - December 2005
Skills
Financial Modeling, Investments, Finance, Forecasting, Equities, Equity Research, Bloomberg, Mutual Funds, Investment Management, Asset Management, Valuation, Equity Valuation
Education
University of Colorado at Denver 2008 — 2010
Master of Science, Finance
InsightSoftware.com May 2010 - Present
StarTek November 2009 - May 2010
Titan Technology Partners 2007 - December 2009
Intelligo August 2004 - December 2006
BORN 1999 - 2002
Baan 1998 - 1998
American Century Investments 1993 - 1998
Skills
JD Edwards, ERP, Financials, Business Process, Business Intelligence, Oracle E-Business Suite, Change Management, Adult Learning..., End User Training, Accounts Receivable, Accounts Payable, Fixed Assets, Implementation..., Camtasia, UPK, Financial Reporting, Enterprise Software, Oracle, Software Documentation, Financial Analysis, Baan ERP, CRM, Business Analysis, Program Management, Oracle Applications, Solution Selling, SaaS, Project Management, SDLC, Management, Visio, Testing, Leadership, Business Process..., Requirements Analysis, Software Implementation, Integration, Pre-sales, Professional Services, Project Planning, Software Project..., Process Improvement, Salesforce.com, Analytics, Agile Methodologies, Cloud Computing, Demand Generation, NetSuite, Training, Consulting
Education
University of Denver 1989 — 1992
BA, Communications, Sociology
University of Denver
Bachelor's degree, Communication and Media Studies
Hyland Software January 2013 - Present
iModules Software April 2012 - January 2013
Perceptive Software November 2010 - April 2012
UMB Bank February 2005 - November 2010
American Century Investments August 2004 - February 2005
American Century Investments January 2001 - August 2004
Skills
SaaS, Salesforce.com, Enterprise Content..., Document Management, Business Development, Business Process, Cloud Computing, Enterprise Software, Integration, Management, Product Management, Project Management, Quality Assurance, Sales Process, Strategy, Testing, Information Technology, Requirements Analysis, Sales, Account Management, Business Analysis, Solution Selling
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
B.A Business Administration, Management Information Systems
Harry D Jacobs
Harry D Jacobs
Merrill Edge February 2013 - Present
American Century Investments July 2011 - September 2012
Charles Schwab August 1998 - March 2011
CHARLES SCHWAB & CO., INC January 2006 - January 2011
CHARLES SCHWAB & CO., INC January 2001 - January 2006
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Investments, Retirement Planning, Investment Strategies, Series 65
Education
University of Colorado Denver
Bachelor of Arts (BA), Finance and Marketing
Sunflower Bank March 2015 - Present
University of Denver April 2009 - November 2014
American Century Investments May 1996 - June 2008
Price Waterhouse August 1989 - May 1996
Skills
Process Improvement, Auditing, Internal Audit, Leadership, Internal Controls, Financial Analysis, Accounting, GAAP, Enterprise Risk..., US GAAP, Financial Reporting, Financial Accounting, CPA, Compliance, Audit, Sarbanes-Oxley Act, Mentoring, Strategic Planning, Regulatory Compliance, Board of Directors..., Team Building, Client Services
Education
University of Denver 1984 — 1989
Bachelor of Science and Masters, Accounting
University of Denver - Daniels College of Business 1984 — 1989
Bachelor of Science and Masters, Accounting
American Century Investments May 2013 - Present
CrossFit Memorial Hill 2012 - Present
American Century Investments November 2011 - May 2013
American Century Investments June 2009 - November 2011
American Century Investments May 2008 - June 2009
American Century Investments January 2006 - May 2008
CDW 2002 - 2005
Skills
Process Improvement, Leadership, Business Analysis
Education
University of Iowa 1991 — 1995
BBA, Finance
PNC August 2010 - Present
American Century Investments June 1995 - January 2008
Skills
Marketing, Advertising, Integrated Marketing, Direct Marketing, Digital Marketing, Marketing Communications, Marketing Strategy, Brand Management, Corporate Communications, Digital Strategy, Sponsorship, Brand Development, Direct Mail, Social Media Marketing, Online Advertising, Strategy, Strategic Planning
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Advertising
American Century Investments May 2012 - Present
American Century Investments October 2006 - April 2012
Luminopolis 2006 - 2006
ING Bank - Brussels, Belgium May 2005 - August 2005
Skills
Investments, Mutual Funds, Strategic Financial..., Series 63, Bloomberg, Portfolio Management, Series 7, Wealth Management, Financial Modeling, Retirement Planning, Alternative Investments, Financial Analysis, Asset Managment, Series 6
Education
CFA Institute
University of Missouri-Kansas City 2007 — 2009
MBA, International Business & Entrepreneurship
University of Missouri-Columbia 2002 — 2006
BSBA, Finance & Banking
Career Resume Consulting November 2008 - Present
ITS Personal Marketing 2003 - 2008
Krystal Planet 2004 - 2007
American Century Investments 1993 - 2003
Skills
Visio, Segmentation, Healthcare, Strategic Partnerships, Strategic Communications, Coaching, Strategic Planning, Marketing Strategy, Marketing Communications, Job Search Strategies, Change Management, Career Counseling, Strategy, Leadership Development, Recruiting, Online Marketing, Resume Writing, Interviews, Marketing, Cross-functional Team..., Public Speaking, Program Management, Job Search, Organizational..., Leadership, Conflict Resolution, Management Consulting, Team Building, Management, Training, Staff Development, Executive Coaching, Hiring, Networking, Organizational..., Workshop Facilitation, Small Business, Career Development, Career Management, Personal Development, Emotional Intelligence, Executive Development, Business Coaching, Personal Branding, Employee Training, Management Development, Consulting, Entrepreneurship, Motivational Speaking, Business Networking
Education
University of Central Missouri 1986 — 1991
B.S., Psychology
Sprint January 2013 - Present
Hallmark Cards August 2008 - January 2013
Hallmark Cards August 2007 - August 2008
Harte-Hanks 2004 - 2007
American Century May 1998 - April 2004
American Century Investments 1999 - 2004
Commerce Bancshares, Inc. 1990 - 1992
Skills
SAS, Analytics, Analysis, Database Marketing, Segmentation, SAS programming, Customer Insight, Data Analysis, SPSS, Data Mining, Business Intelligence, Predictive Modeling, Quantitative Research, SQL, Qualitative Research, Marketing Analytics, Predictive Analytics, Marketing Research, Customer Analysis, Direct Marketing, Data Warehousing, Web Analytics, Quantitative Analytics
Education
University of Kentucky 1983 — 1987
BBA, Marketing
University of Missouri-Kansas City
Master of Business Administration (MBA), Business
American Century Investments
Skills
Fixed Income, Investments, Investment Management, Mutual Funds, Portfolio Management, Bloomberg, Bonds, Capital Markets
Education
University of California, Santa Cruz 1986 — 1989
American Century Investments June 2011 - Present
American Century Investments January 2009 - July 2011
American Century Investments November 2007 - December 2008
American Century Investments November 2003 - November 2007
American Century July 2000 - November 2003
Farmers and Commerical Bank September 1992 - January 2000
Waddell & Reed Financial Services January 1992 - August 1992
Education
University of Central Missouri 1997 — 1999
Anderson High School 1984 — 1986
American Century Investments September 2014 - Present
Aguilera Investments LLC November 2012 - September 2014
Citigroup October 2009 - November 2011
Credit Suisse Asset Management December 2003 - June 2009
Global Advisors July 2003 - November 2003
Compass Group Investment Advisors February 2002 - July 2003
Donaldson, Lufkin & Jenrette August 2000 - February 2002
Rothschild September 1998 - August 2000
Lehman Brothers October 1994 - April 1998
Bear Stearns August 1993 - October 1994
Skills
Hedge Funds, Equities, Investments, Investment Strategies, Emerging Markets, Mutual Funds, Latin America, Equity Research, Portfolio Management, Portfolio Strategy, Closed-end Funds, Client Relationship..., Client Retention, Client Interfacing, Wealth Management, CRM, Fixed Income, Asset Management, Customer Retention, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Start-ups, Alternative Investments, Financial Advisory, Financial Markets, Derivatives
Education
University of Cambridge 1983 — 1987
BA, Modern Languages
Marlborough College
Bracewell & Giuliani LLP March 2010 - Present
El Paso Corporation August 2008 - October 2009
Deloitte Consulting June 2004 - August 2008
Towers Perrin January 2000 - June 2004
Baylor College of Medicine May 1999 - January 2000
Hewitt Associates May 1997 - March 1999
American Century Investments July 1996 - May 1997
CIGNA Retirement & Investment May 1993 - July 1996
Skills
Employee Benefits, Talent Management, Organizational Design, Change Management, Performance Management, HRIS, Workforce Planning, Human Resources, Mergers, Employee Relations, Benefits Administration, Recruiting, Mergers & Acquisitions, Business Strategy, Deferred Compensation, Management, Budgets, Strategy, Sales, Personnel Management, Onboarding, Leadership, Training, Program Management, Project Management, Talent Acquisition, Analysis, Organizational..., Labor Relations, Vendor Management, Negotiation, New Hire Orientations, Leadership Development, PeopleSoft, Employee Engagement, Employee Training, Succession Planning, Employment Law, Policy, Applicant Tracking..., HR Policies, Interviews, HR Consulting, HR Transformation
Education
University of Houston 1989 — 1993
BBA, Business Administration
Greenwich High School
High School
UMB Bank June 2012 - May 2015
DST Systems January 2002 - January 2012
American Century Investments June 1996 - January 2002
Yellow Freight System April 1985 - May 1996
Skills
IT Management, PeopleSoft, Program Management, Vendor Management, Application Development, Business Intelligence, People Management, Customer Relations, Software Development, Requirements Analysis, SDLC, Budgeting, Budgets, Management, Business Analysis, Cross-functional Team..., Project Management, Customer Service, Project Planning, Leadership, Project Delivery, Strategy, Disaster Recovery
Education
University of Missouri-Columbia 1973 — 1975
Business Administration
University of Missouri-Kansas City
Bachelor's degree, Business Administration and Management, General
DoubleLine Group LP June 2013 - Present
BlackRock January 2010 - Present
Barclays Global Investors 2008 - Present
American Century Investments 2000 - 2008
OppenheimerFunds 1993 - 2000
Franklin Templeton Investments 1992 - 1993
Apple Inc. 1989 - 1990
Skills
University of..., AIFA® Accredited..., Professional Licenses:..., Pensions, ETFs, Alternative Investments, Mutual Funds, Series 7
Education
University of Michigan 1989 — 1991
BA, LSA
Pleasant Hill April 2014 - Present
ARK Construction and Remodeling LLC December 2008 - Present
American Century Investments June 2007 - November 2008
American Century Investments November 1999 - November 2004
Education
University of Central Missouri 1989 — 1990
Masters, Security Management
University of Central Missouri
B.S., Criminal Justice Administration
PIMCO April 2011 - Present
Buffalo Funds January 2010 - April 2011
Russell Investment Group January 2008 - April 2009
Russell Investments July 2005 - December 2007
JP MORGAN RETIREMENT PLAN SERVICES January 2000 - January 2005
American Century Investments 1995 - 2000
Skills
Investments, Mutual Funds, Alternative Investments, Retirement, Asset Allocation, 401k, Investment Management, Portfolio Management, Series 7, Retirement Planning
Education
University of Central Missouri 1985 — 1990
Bachelor of Science, Business Administration
Putnam Investments July 2014 - Present
Cadaret Grant April 2010 - July 2014
American Century Investments January 2004 - January 2009
American Century Investments January 2000 - December 2003
American Century Investments March 1998 - January 2000
Skills
FUSION Presentation, Mutual Funds, Client Relations, New Business Development, Innovative Marketing, Product Management, Exemplary Client...
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts (B.A.)
Cohasset High School
American Century Investments December 2012 - Present
American Century Investments April 2011 - December 2012
American Century Investments March 2010 - May 2011
American Century Investments June 2007 - July 2010
Waddell & Reed 2003 - 2007
Blockbuster 1997 - 2003
Skills
Customer Service, Customer Relations, Lotus Notes, Access, Word, Excel, PeopleSoft, PowerPoint, Process Improvement, Problem Solving, Team Building, Microsoft Office, Mutual Funds, Call Center, Research, Analysis, Documentation, Fundraising, Financial Reporting, Series 63, Microsoft Word
Education
University of Central Missouri 1998 — 2002
Bachelor of Science, Psychology
Wells Fargo Advisors 2010 - Present
American Century Investments 1996 - 2009
First Chicago Investment Management 1994 - 1996
KPMG Peat Marwick 1986 - 1992
Skills
Equities, Investments, Mutual Funds, Asset Management, Capital Markets, Finance, Investment Management, Financial Services, Mergers & Acquisitions, Equity Research, Alternative Investments, Financial Analysis, Due Diligence, Asset Allocation, Executive Management, Corporate Finance, Financial Risk, Asset Managment
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance
University of Central Florida 1982 — 1986
BSBA, Accounting
Momo the Store January 2011 - Present
City Wide Maintenance April 2010 - December 2010
American Century Investments July 1994 - April 2010
State Street 1992 - 1994
Skills
Sales Management, Account Management, New Business Development, Strategic Planning, Sales, Leadership, Management, Negotiation, Competitive Analysis, Budgets, Team Leadership, CRM, Public Speaking, Coaching, Marketing, Operations Management, Change Management, Program Management, Customer Service, Project Management, Business Strategy, Team Building, Marketing Strategy, Contract Negotiation, Business Development, Time Management, B2B, Sales Operations
Education
University of Missouri-Columbia 1988 — 1991
Bachelor of Science (BS), Agricultural Business and Management
O'Hara 1981 — 1984
Dean Capital Management June 2008 - Present
CH Dean Inc November 2006 - June 2008
American Century Investments September 1997 - October 2006
Skills
Mutual Funds, Portfolio Management, Investments, Asset Management, Equities, Financial Analysis
Education
University of Missouri-Kansas City 1992 — 1995
MBA, Finance
University of Central Missouri 1987 — 1991
BSBA, Finance
Greater Kansas City Crime Stoppers 2002 - Present
American Century Investments 1995 - Present
InfraGard 2006 - 2011
Main Street CID 2005 - 2011
HTCIA - MoKan Chapter 2000 - 2011
Health Midwest - (currently HCA Midwest) 1984 - 1995
Health Midwest 1984 - 1995
Skills
Security, Strategic Planning, Program Management, Project Management, Budget, Public Speaking, Risk Assessment, Physical Security, Team Building, Security Management, Hypnosis, Composite Drawing, Budgets, Leadership, Process Improvement, Corporate Security, Executive Protection
Education
Central Missouri State University
Master of Science (MS), Criminal Justice/Safety Studies
McGladrey LLP December 2014 - Present
H&R Block Bank December 2012 - September 2014
Dickinson Financial Corporation/Armed Forces Bank June 2011 - December 2012
First National Bank of Olathe January 2009 - June 2011
American Century Investments 1992 - 2008
Skills
Regulatory Compliance, Fraud Investigations, Process Management, Risk Management, Budgeting, Risk, AML, Mutual Funds, Retail Banking, Banking Operations, Microsoft Office, Access, Project Implementation, Music, Poetry, Creative Writing, Anti-corruption, Dogs, Financial Risk, Budgets, Fraud, Core Banking, Process Improvement, Bank Secrecy Act, Compliance, Training, Management, Finance, Policy, OFAC, CRM, Quality Assurance, Operations Management, Financial Services, Employee Training, Leadership, Vendor Management, Risk Assessment, Anti Money Laundering
Education
University of Michigan 1981 — 1985
Bachelors of Music Composition, Music Performance, History, English
RBC Wealth Management May 2015 - Present
Edward Jones June 2008 - February 2015
American Century Investments June 2007 - August 2007
Archway Pool Management May 1999 - August 2005
Education
University of Missouri-Columbia 2006 — 2008
MBA
University of Missouri-Columbia, College of Business 2002 — 2006
Finance
Commerce Bank April 2015 - Present
Longview Technology LLC March 2014 - Present
American Century Investments June 2000 - February 2014
Sprint Nextel October 1999 - June 2000
Metropolitan Community College-Kansas City April 1983 - October 1999
Metropolitan Community College-Kansas City January 1988 - May 1999
Skills
Software Project..., Team Management, Enterprise Application..., Mobile Applications, iOS development, .NET, PeopleSoft, Unix, Oracle, Microsoft SQL Server, Ektron, Digital Photography, Essbase, Unix Administration, Windows Server, Spring, Java software..., Web Project Management, Website Development, Change Management, Network Engineering, Network Administration, Network Architecture, Oracle Portal, Oracle Application..., Oracle SQL, Relational Databases, SQL Server, Visual Studio, Eclipse, JDeveloper, Mobile Application..., Xcode, MySQL, PeopleSoft CRM, PeopleTools, JavaScript, Oracle HR, XML, SQR, Java, Android, Oracle Discoverer, Swift, Integration, Visio, SDLC
Education
Tarkio College
Bachelor of Science (BS), Management & Management Information Systems
Central Missouri State University
Industrial Vocational Technical Education
BSW Wealth Partners January 2015 - Present
BSW Wealth Partners September 2003 - January 2015
American Century Investments January 1998 - September 2000
Skills
Equities, Alternative Assets, Fixed Income, Asset Allocation, Portfolio Management, Wealth Management, Trading, Investments, Asset Management, Investment Strategies, Mutual Funds, Alternative Investments, Financial Analysis, Investment Advisory, Hedge Funds, ETFs, Private Equity, Municipal Bonds, Impact Investing, Socially Responsible...
Education
University of Colorado at Denver 2000 — 2002
MBA, Financial Analysis
University of Vermont 1987 — 1991
BS, Business
American Century Investments October 2012 - Present
J.P. Morgan Asset Management January 2012 - October 2012
J.P. Morgan Retirement Plan Services March 2010 - January 2012
J.P. Morgan Retirement Plan Services 1995 - May 2010
Mutual Fund Education Alliance November 1994 - May 1995
Sinai Health System January 1990 - May 1994
Skills
Internal & External..., Leadership, Marketing, Retirement Planning, Presenter, Business Development, Employee Benefits, Media Relations, Department Budgeting, Program Management, Coaching, Writing, Executive Presentation..., Team Facilitation, Financial Services, Relationship Management, Strategy, Retirement, 401k, CRM, Investments, Internal Communications
Education
University of Detroit Mercy 1985 — 1989
BA, Communication Studies
Regina High School
American Century Investments June 2014 - Present
Krause Fund January 2014 - May 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking, English, Finance, Data Analysis, Leadership, Valuation, Economics, Time Management, Social Media
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
American Century Investments March 2015 - Present
BlackRock February 2014 - Present
BlackRock January 2011 - January 2014
BlackRock December 2009 - December 2010
Barclays Global Investors July 2008 - March 2010
Capital Groups 2005 - 2008
JPMorgan Chase 2004 - 2005
Skills
Agile Methodologies, SQL, Test Planning, Agile Project Management, Quality Assurance, Test Automation, Quality Center, User Acceptance Testing, Software Quality..., System Testing, Regression Testing, Test Management, Test Cases, JIRA, SDLC, QTP, Waterfall, HP Quality Center
Education
University of California, Santa Cruz 2010 — 2011
Program and Project Management
Lamar University, Texas, United States 2002 — 2004
Master of Engineering Science, Electrical Engineering
Madras University 1997 — 2001
Bachelors in Engineering, Electronics and communications
American Century Investments October 2013 - Present
American Century Investments July 2010 - October 2013
American Century Investments February 2010 - July 2010
American Century Investments February 2007 - February 2010
DST Systems Inc. January 2006 - January 2007
Skills
Mutual Funds, Asset Allocation, Fixed Income, Strategic Financial..., Bloomberg, Investment Strategies, Investment Management, Factset, Portfolio Management, Securities, FINRA, Retirement Planning, Microsoft Excel, Morningstar, Quantitative Data, Zephyr Style Advisor, Lipper, Financial Planning
Education
University of Missouri-Columbia 2001 — 2005
Bachelor of Science in Business Administration, Finance and Banking
Missouri Department of Elementary and Secondary Education November 2014 - Present
Missouri Department of Elementary and Secondary Education July 2014 - November 2014
Missouri Department of Elementary and Secondary Education: Disability Determination Services September 2010 - July 2014
American Century Investments April 2003 - August 2009
American Century Investments March 2002 - April 2003
American Century Investments January 2001 - March 2002
American Century Investments October 2000 - January 2001
Skills
Access, Excel, Word, People Management, Quality Assurance, Productivity Improvement, Accounting, Corporate Finance, Case Management, Internal Communications, Crystal Reports, Analysis, Customer Service, Finance, Investments, Management, Microsoft Excel, Microsoft Word, Mutual Funds, Process Improvement, Training
Education
University of Kansas - Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and Institutional Investment
University of Missouri-Kansas City 1996 — 1999
Bachelor of Arts (BA), Psychology
Northwestern Mutual September 2014 - Present
American Century Investments April 2013 - September 2014
Northwestern Mutual March 2011 - March 2013
Northwestern Mutual January 2009 - March 2011
Northwestern Mutual October 2007 - January 2009
Skills
Securities, Fixed Annuities, Insurance, Retirement Planning, Strategic Financial..., Mutual Funds, Investments, Wealth Management, Equities, Investment Advisory, Retirement, 401k
Education
Central Missouri State University 2002 — 2007
Bachelors, Finance
Asian American Chamber of Commerce of St. Louis December 2014 - Present
Regions Financial Corporation September 2013 - Present
Covenant Theological Seminary April 2009 - August 2013
Bank Of America June 2006 - April 2009
Monsanto November 2003 - June 2006
Monsanto May 2002 - November 2003
Monsanto January 2000 - May 2002
Monsanto November 1997 - December 1999
Accenture January 1996 - November 1997
American Century Investments November 1991 - December 1992
Skills
Strategic Planning, Risk Management, Microsoft Office, Cash Management, Analysis, Strategic Financial..., Financial Analysis, Finance, Asset Managment, Coaching, SAP, Non-profits, Teaching, Business Strategy, Financial Modeling, Credit Analysis, Process Improvement, Data Analysis, Corporate Finance, Banking, Management Consulting, Managerial Finance, Public Relations, Treasury Management, Loans, Strategy, Accounting, Credit Risk, Credit, Commercial Banking, Team Building, Financial Risk, Financial Reporting, Due Diligence, Commercial Lending, Economics, Relationship Management, Management, Forecasting, Budgets, Leadership, Portfolio Management, Sales, Investments, Internal Audit, Financial Services, Business Analysis, New Business Development, Customer Service, Asset Management
Education
Washington University in St. Louis - Olin Business School 2011 — 2013
Executive MBA, Business Administration and Management, General
University of Missouri-Columbia 1993 — 1995
MA, Economics
University of Missouri-Columbia 1986 — 1991
Communications, Economics
Christian Foundation for Children and Aging Co-owner and managerCandD Land LLCJanuary 2010 - Present
American Century Investments 1989 - 2002
Russell Stover Candies 1976 - 1989
Skills
Training, SharePoint, Leadership, Process Improvement, Program Management, Project Management, Business Analysis, Microsoft Office, Team Leadership
Education
University of Central Missouri 1972 — 1976
Computer Science
American Century Investments August 2014 - Present
The London Company May 2013 - August 2014
American Century Investments May 2012 - August 2012
Hilliard Lyons Capital Management, LLC March 2009 - April 2011
Fifth Third Asset Management January 2008 - March 2009
Fifth Third Asset Management May 2007 - August 2007
Education
University of Wisconsin-Madison, Wisconsin School of Business 2011 — 2013
Master of Business Administration Candidate, Applied Security Analysis Program (ASAP)
CFA Institute 2007 — 2009
CFA Charterholder
University of Dayton 2003 — 2007
Bachelor of Science in Business Administration, Finance & Accounting
Anchor Capital Advisors January 2010 - Present
American Century Investments February 2008 - November 2008
Davis Selected Advisors April 1999 - February 2008
Skills
Business Development, Asset Allocation, Series 7, Mutual Funds, Series 63, Wealth Management, Separately Managed..., Asset Managment, Alternative Investments, Investments, Investment Advisory, Portfolio Management, Investment Strategies, Fixed Income, Series 65, Equities
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance
University of Minnesota-Twin Cities 1981 — 1986
BA, Economics
American Century Investments April 1993 - Present
Skills
Microsoft Excel, Microsoft Word, Research, Inventory Management, Print Management, Vendor Relations, Offset Printing
Education
University of Central Missouri 1990 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
American Century Investments May 2008 - Present
Skills
Certified Employee..., C(K)P
Education
University of Iowa 1974 — 1979
Master of Business Administration (MBA), Finance, General
Merchants Bonding Company June 2014 - Present
HCC Surety Group November 2011 - June 2014
American Century Investments June 2010 - September 2010
Skills
Microsoft Office, Financial Analysis, Finance, Leadership, Investments, Management
Education
University of Missouri-Kansas City 2014 — 2016
Master's degree, Finance
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Finance
Consumers Energy July 2015 - August 2015
Meijer September 2013 - May 2015
ConAgra Foods June 2012 - August 2013
ConAgra Foods May 2010 - June 2012
U.S. Trust, Bank of America Private Wealth Management June 2008 - March 2009
American Century Investments June 2007 - August 2007
DTE Energy Services July 2004 - August 2006
DTE Energy February 2001 - July 2004
DTE Energy July 1999 - February 2001
DTE Energy July 1997 - July 1999
Skills
Financial Analysis, Financial Modeling, Forecasting, Cross-functional Team..., Strategic Financial..., Financial Reporting, Variance Analysis, Finance, Strategic Planning, Financial Forecasting, Valuation, Corporate Finance, Strategy, Mergers & Acquisitions, Competitive Analysis, Analysis, Management, Pricing, Leadership, Analytics, Process Improvement, Business Strategy, Sales, Pricing Strategy, Budgets
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2008
MBA
Wayne State University 1994 — 1997
Bachelors of Science in Business Administration
Johnson County Community College May 2013 - Present
Kansas City Power & Light February 2008 - May 2013
. January 2007 - 2008
American Century Investments 1998 - 2007
Hoechst Marion Roussel 1988 - 1998
Marion Merrell Dow 1988 - 1998
Marion Laboratories 1988 - 1998
City of Kansas City, Kansas March 1983 - March 1988
Skills
Strategic Planning, Process Improvement, Vendor Management, Strategic Sourcing, Performance Tuning, Procurement, Contract Negotiation, Business Planning, Management, Team Building, Operations Management, Performance Management, Change Management, Six Sigma, Leadership, Management Consulting, Talent Management, Negotiation, Purchasing, Team Leadership, Contract Management, Program Management, Business Process..., Cross-functional Team..., Strategy, Forecasting, Project Management, Budgets, Staff Development
Education
University of Kansas - Graduate School of Business 1980 — 1983
MBA, Finance
Colorado Women's College - Denver, CO
BA, Urban Studies (Economics, Pol. Sci.)
Temple Buell College - Denver, CO
BA, Urban Studies
Wyandotte HS
Waddell & Reed August 2015 - Present
Bukaty Companies Financial Services September 2013 - July 2015
The Mutual Fund Store December 2011 - July 2013
The Mutual Fund Store October 2009 - December 2011
The Mutual Fund Store October 2005 - October 2009
American Century Investments February 1987 - October 2005
University of Central Missouri September 1984 - April 1985
Skills
Mutual Funds, Training, Financial Services, Leadership, Operations Management, Investment Management, Business Development, Building Relationships, FINRA, Financial Advisory, Process Improvement, Business Process..., Uniform Combined State..., Retirement Planning, Business Analysis, Management, Manage Client..., Fixed Income, Relationship Management, ETFs, Executive Management, CRM, Finance, Wealth Management, Event Planning
Education
University of Central Missouri 1981 — 1986
B.S, Speech Communications, Minor in Marketing
Helzberg Diamonds Implementation Manager / Account Supervisor / Solution AnalystSaepio TechnologiesApril 2009 - December 2012
American Century Investments March 2007 - November 2008
American Century Investments February 2002 - March 2007
American Century Investments October 2000 - January 2002
American Century Investments August 1999 - October 2000
Skills
Web Development, HTML, CSS, Flash, Content Management, Adobe Creative Suite, Account Management, Process Improvement, Project Management, Email Marketing, Marketing, Omniture, Wordpress, Drupal, Microsoft Office, WordPress, Software Documentation, E-commerce, SEO, Analytics, Web Analytics, Training, Management
Education
University of Central Missouri 1996 — 1999
American Century Investments August 2000 - Present
Farmland Industries 1995 - 2001
Education
University of Central Missouri 1987 — 1991
BlackRock December 2009 - Present
Barclays Global Investors 2002 - November 2009
American Century Investments 2000 - 2001
Wells Fargo Bank 1999 - 2000
Cornell University 1994 - 1999
Institute of Chemical Physics, Russian Academy of Sciences, Moscow. 1987 - 1989
Skills
Portfolio Construction, Equities, ETFs, Portfolio Optimization, Portfolio Management, Investment Risk..., Liquidity Risk..., Equity Research, Investment Strategies, Transition Management, Quantitative Finance, Asset Allocation, Investments, Quantitative Analytics, Trading Strategies, Trading Systems, Financial Modeling, Investment Management, Taxable Optimization, Multiperiod optimization, Fixed Income Portfolio..., Hedge Funds, Fixed Income, Risk Management, Credit Risk, Data Analysis, Financial Analysis, Business Analysis
Education
University of Illinois at Chicago 1989 — 1994
PhD, Theoretical/Computational Chemistry
Moscow State University (MGU) 1982 — 1987
BA/MSc, Chemistry
American Century Investments August 2007 - Present
Novastar Financial January 2005 - August 2007
Hallmark Cards 2000 - 2004
Education
University of Kansas - Graduate School of Business 1998 — 2000
Self - Employed June 2007 - Present
Financial Media Advisors May 2010 - December 2011
UMKC Law School August 2010 - June 2011
American Century Investments November 1998 - June 2007
KPMG Peat Marwick January 1997 - November 1998
UMB Bank October 1989 - December 1996
Olsen & Talpers May 1983 - October 1989
Skills
Estate Planning, Tax, Investments, Public Speaking, Financial Planning, Retirement Planning, Wealth Management, Contract Negotiation, Strategic Financial..., Mutual Funds, Retirement, Strategy, Leadership, Asset Allocation, Strategic Planning, Training, Financial Services, Finance, Investment Advisory, Securities, Series 7, Portfolio Management, Investment Strategies, Investment Management, Asset Management, 401k, Insurance, Series 63, Risk Management
Education
University of Missouri-Kansas City School of Law 1983 — 1986
J.D., Emphasis on tax and corporate law.
University of Central Missouri 1975 — 1978
M.B.A., Management
University of Central Missouri 1973 — 1975
B.S.B.A., Computer Science and Bus.Admin.
The Curved Pen LLC August 2006 - Present
American Century Investments January 2006 - Present
Education
University of Central Missouri 2003 — 2006
Journalism
Janus MarketingJanus Capital Group1999 - Present
Janus Capital 1999 - Present
Janus Capital Group 1999 - 2009
American Century Investments 1998 - 1999
Education
University of Colorado Boulder
Mitchell Capital Management January 2013 - Present
American Century Investments August 2010 - January 2013
Blue Ridge Bank & Trust Co. January 2010 - August 2010
Edward Jones August 2008 - January 2010
Education
University of Kansas - Graduate School of Business 2011 — 2015
Master of Business Administration (M.B.A.), Finance
Northwest Missouri State University 2004 — 2008
BS, Finance
SilverPepper June 2013 - December 2014
American Century Investments April 2000 - June 2012
C.N.B.S., Inc October 1992 - December 1999
Skills
Risk Management, Asset Allocation, Investments, Strategy, Portfolio Management, Fixed Income, Asset Management, Financial Services, Hedge Funds, Securities, Investment Management, Equities, Management, Investment Strategies, Mutual Funds
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1989
Master of Business Administration (MBA)
University of Iowa
Masters, Business Administration
University of Iowa
Bachelor of Science, Economics
University of Pennsylvania, The Wharton School2004
Cerner Corporation January 2012 - Present
Cerner Corporation September 2011 - April 2012
Cerner Corporation September 2010 - October 2011
Cerner Corporation April 2009 - October 2010
American Century Investments January 2008 - December 2008
American Century Investments January 2007 - December 2007
American Century Investments April 2004 - December 2006
Skills
Sales Management, Process Improvement, Financial Analysis, PeopleSoft, Leadership, Management, Training, Analysis, Project Planning, Finance, Vendor Management
Education
University of Missouri-Kansas City 2005 — 2008
MBA, Finance
University of Iowa 1997 — 2001
American Century Investments Business ConsultantAmerican Century InvestmentsAugust 2012 - Present
American Century Investments August 1998 - August 2012
American Century Investments August 1997 - August 1998
Skills
Vendor Management, Series 63, Investment Strategies, Mutual Funds, Investments, Series 6, Strategy, Management, Strategic Planning, Risk Management, Financial Services, Retirement Planning, Asset Allocation, Relationship Management
Education
University of Central Missouri 1977 — 1981
American Century Investments 2002 - December 2012
MSCI Barra 2000 - 2002
State Street 1996 - 2000
Barra 1992 - 1996
Skills
Portfolio Management, Product Management, Investments, Management, Analytics, Asset Allocation, Market Analysis, Investment Strategies, Venture Capital, Fixed Income, Product Development, Equities, Mutual Funds, Business Development, Risk Management, Financial Services, Alternative Investments, Investment Management, Hedge Funds, Financial Risk, Contract Negotiation, Asset Management
Education
Berkeley Digital Film Institute
University of Massachusetts, Amherst
American Century Investments January 2003 - Present
Skills
Portfolio Management, Investments, Asset Allocation, Equities, Fixed Income, Asset Management, Mutual Funds, Risk Management, Capital Markets, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA)
The Trust Co. December 2010 - Present
Landmark Bank November 2001 - December 2010
Country Club Bank January 1999 - November 2001
DeMarche Associates Inc 1998 - 1999
American Century Investments 1995 - 1998
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Alternative Investments, Asset Managment, Investment Advisory, Securities, Investment Strategies, Strategic Financial..., Asset Management, Retirement Planning, Hedge Funds, Equities, Investment Management, Fixed Income, Wealth Management..., Financial Planning
Education
Central Missouri State University 1992 — 1997
Bachelor of Science (B.S.), Economics
KCUMB Kansas City University of Medicine and Biosciences January 2014 - Present
Johnson County Government August 2009 - January 2014
American Century Investments August 1992 - November 2008
360 Architecture (formerly CDFM2) 1984 - 1992
Skills
Facilities Management, Project Management, Interior Design, Sustainability, Strategic Planning, Change Management, Move Management, Forecasting, Facility Relocation, Facility Master Planning, Leading Change, Space Planning, CAFM, Computerized..., Alternative Workplace..., Workplace Research, Utility Optimization
Education
University of Cincinnati 1980 — 1984
BS, Interior Design
University of Kansas 1978 — 1980
Interior Design
HealthNow New York Inc. February 2012 - Present
CareFirst BlueCross BlueShield February 2009 - February 2012
WellPoint June 2008 - February 2009
Hawaii Medical Service Association November 2007 - May 2008
Cerner Corporation 2002 - 2007
American Century Investments 1993 - 2002
Worldspan 1983 - 1993
Skills
Visio, SDLC, Vendor Management, Requirements Analysis, Business Analysis, Requirements Gathering, Integration, Business Requirements, Agile Methodologies, Data Warehousing, Enterprise Architecture, Testing, Project Management, IT Management, Business Process, PMO, Resource Management, Agile Project Management, Project Portfolio..., Solution Architecture, Software Documentation, Software Development, SharePoint, IT Strategy, Systems Analysis, Process Improvement, PMP, SOA, Business Intelligence, Leadership, Business Process..., Management, Oracle, Project Delivery, Quality Assurance, IT Service Management, Databases, Disaster Recovery
Education
Central Missouri State University 1979 — 1983
Bachelor of Science (B.S.), Computer Information Systems
Stericycle May 2015 - Present
Stericycle July 2011 - Present
Stericycle January 2011 - June 2011
Truman Medical Centers June 2009 - October 2010
American Century Investments 1996 - November 2008
North Kansas City Hospital 1987 - June 1996
Gallagher Bassett 1985 - 1987
Skills
Risk Assessment, Program Management, Management, Security, Emergency Management, Environmental Compliance, Process Improvement, Vendor Management, Change Management, Project Management, Strategic Planning, Team Building, Healthcare, Operations Management, Leadership, Contract Management, Training, Risk Management
Education
University of Central Missouri 1977 — 1982
BS, Ind. Safety / Security
Sumitomo Mitsui Banking Corporation January 2015 - Present
Single Stop September 2013 - January 2015
Independent Advisory and Consulting Services January 2012 - August 2013
Willis January 2009 - December 2011
American Century Investments November 2001 - May 2008
Goldman Sachs May 1985 - November 2001
Philip Morris Companies, Inc. 1980 - 1985
Skills
Total Rewards, Broad-based Compensation, Executive Compensation, Employee Benefits, Performance Management, Talent Management, Talent Acquisition, Leadership Development, Training & Development, Change Leadership, Employee Relations, Expatriate Management, Employee Engagement, Coaching, HR Metrics, Program Management, M&A due diligence, Diversity & Inclusion, Change Management, Executive Pay, Executive Management, Due Diligence, Human Resources, Employee Training, Leadership, Training, Management, Organizational..., Strategy, Personnel Management, Organizational Design, HRIS, HR Policies, HR Consulting, Deferred Compensation, Employment Law, Vendor Management, Organizational..., Workforce Planning, Onboarding, Benefits Administration, Compensation & Benefit, HR Transformation, Team Building, Applicant Tracking..., Recruiting, Mergers & Acquisitions, Executive Search, Business Planning, Interviews
Education
University of Michigan
B.A., Pre-legal Studies
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
Tortoise Capital Advisors November 2012 - Present
Waddell & Reed Financial Services September 2009 - November 2012
Ivy Funds, Waddell & Reed September 2009 - November 2012
American Century Investments 1986 - 2008
Skills
Strategic Communications, Series 7, Series 63, Equities, Communication Training, Social Media, Portfolio Management, Communications Planning, Marketing Strategy
Education
University of Iowa 1980 — 1984
ba, english, journalism
American Century Investments October 1999 - Present
American Century Services, Inc. June 1992 - October 1999
TransWorld Airlines January 1984 - June 1992
IBM - International Business Machines January 1981 - December 1983
Kansas City Board Of Education January 1977 - January 1981
Skills
COBOL, SQL DB2, IMS DB/DC, Java, Tracemaster, Xpediter, QMF for Windows, Rapid SQL, Mainframe, CICS, SQL, DB2, VSAM, TraceMaster, Business Analysis, JCL
Education
Central Missouri State University
Management Information Systems
Industry Leading Retirement Services Provider June 2014 - Present
The Debt Free Guys 2013 - 2015
The Debt Free Guys 2013 - 2015
The Debt Free Guys 2013 - 2015
Fortune 500 Financial Services Firm August 2010 - May 2014
Fortune 500 Investment Services Firm December 2006 - August 2010
Envestnet Asset Management November 2005 - December 2006
American Century Investments May 1996 - May 2005
American Cenutry 1996 - 2005
American Century 1996 - 2005
Skills
Series 7, Series 63, Trading, Securities, Equities, Fixed Income, Asset Allocation, Mutual Funds, Business Analysis, Microsoft Excel, Microsoft Office, Call Center, Analysis, Business Requirements, Visio, Requirements Gathering, Customer Service, PowerPoint, Series 6, Requirements Analysis, Team Leadership, Outlook, Product Management, Process Improvement, SharePoint, Financial Services, Call Centers
Education
IIL 2009 — 2010
University of Colorado Denver 1999 — 2003
BS, International Business
North Star Consulting October 2001 - Present
American Century Investments 1986 - 2001
Menorah Medical Center 1984 - 1986
Avon Cosmetics 1978 - 1983
Lee Company 1970 - 1978
Skills
Financial Analysis, Vendor Management, Strategic Planning, Budgeting, Contract Negotiation, Forecasting, Change Management, Promotions, Asset Management, Business Analysis, Problem Solving, Due Diligence, Negotiation, Budgets, Business Planning, Management
Education
University of Central Missouri 1967 — 1970
BS Industrial Management
American Century Investments January 2014 - Present
Park University January 2008 - Present
Parsons' Prairie Farm January 2007 - Present
Education
University of Central Missouri
BS, Textiles & Clothing in Business
A Financial company June 2015 - Present
JPMorgan October 2004 - May 2015
American Century Investments 1996 - 2004
Arizona Public Services (APS) August 1984 - October 1996
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, SQL, DB2
Education
University of Central Missouri 1980 — 1984
BSBA, Accounting and Computer Information
Dean Capital Management 2008 - Present
CH Dean Inc 2006 - 2008
American Century Investments 1998 - 2006
Deloitte 1993 - 1996
Skills
Portfolio Management, Investments, Investment Management, Equities, Valuation, Asset Management, Equity Research, Asset Allocation, Investment Strategies, Equity Valuation, Financial Modeling, Mutual Funds, Investment Advisory
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 1998
MBA, Finance
University of Iowa 1989 — 1993
BBA, Accounting
American Century Investments Loss Prevention ManagerJones storeJune 1990 - July 1999
Education
University of Central Missouri 1984 — 1988
B.S.ED., Physical Education and Health
American Century Investments August 1999 - Present
Jones Store Company June 1996 - August 1999
Jone Store Company January 1990 - June 1996
Skills
CCTV, Loss Prevention, Security, Risk Management, Risk Assessment, Team Building, Operations Management, Government, Analysis, Policy, Customer Service, Leadership, Access, Strategic Planning, Microsoft Office, Physical Security, Security Management, Internal Investigations, Process Scheduler, Private Investigations, Process Improvement, Program Management
Education
Central Missouri State University 1983 — 1988
B.S. ED, Health and Physical Education
Arrowpoint Partners September 2013 - Present
American Century Investments July 2010 - August 2013
University of Michigan Business School August 2008 - May 2010
Deloitte & Touche February 2005 - July 2008
Raytheon February 2004 - February 2005
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
University of Southern California
BS, Computer Science
Charles Schwab March 2008 - Present
Wells Capital Management May 2006 - March 2008
American Century Investments April 1992 - April 2006
Education
CFA Institute 1997 — 1997
CFA, Chartered Financial Analyst Designation
University of California, San Diego 1988 — 1992
BA, Quantitative Economics
UMB Bank March 2010 - Present
Ultra Electronics Airport Systems September 2009 - April 2010
Ultra Electronics - Airport Systems February 2009 - September 2009
American Century Investments 1992 - 2008
BMC Software 1992 - 1992
Candle Corporation 1991 - 1992
Skills
IT Management, Vendor Management, Virtualization, Data Center, Unix, Disaster Recovery, Databases, SharePoint, Visio, SDLC, Technical Support, Management, Business Continuity, Project Management, Software Development, Enterprise Architecture, SAN, Windows, VMware, Program Management, Information Technology
Education
University of Central Missouri 1981 — 1985
BS, Computer Science and Mathematics
DRII.org
DRII.org
Bluebird Network LLC May 2014 - Present
Plastic Enterprises Co., Inc. May 2009 - May 2014
American Century Investments June 1998 - November 2008
Mobil Oil March 1992 - June 1998
Kemper Service Company June 1991 - March 1992
Mid-Continent Public Library August 1986 - April 1991
Mobil Oil January 1990 - August 1990
Skills
Crystal Reports, Data Warehousing, DB2, SQL, Visio, Unix, Requirements Analysis, JavaScript, Software Documentation, Process Improvement, Leadership, COBOL, Java, Software Development, Programming
Education
University of Central Missouri 1989 — 1991
B.S. Business Administration, Computer Information Systems
ICON Advisers January 2015 - Present
ICON Advisers July 2006 - Present
American Century Investments 1998 - 2002
Skills
Strategic Planning, Strategic Financial..., Series 7, Series 63, Sales, Process Improvement, Mutual Funds, Marketing Strategy, Marketing, Investments, Financial Analysis, Asset Management, Asset Allocation, Alternative Investments
Education
University of Missouri-Columbia 1993 — 1995
MHA
University of Denver 1989 — 1993
BSBA, Management
Department of the Treasury December 2014 - Present
Department of the Treasury November 2012 - December 2014
Department of the Treasury April 2009 - November 2012
American Century Investments September 1996 - November 2008
Hunt Midwest Entertainment July 1991 - August 1996
Hunt Midwest Entertainment January 1988 - July 1991
Hunt Midwest Entertainment June 1978 - January 1988
Skills
Writing, Customer Service, Budgeting, Editing, Inventory Management, Leadership, Microsoft Office, Human Resources, Analysis, Budgets, Research, Training
Education
Webster University 1996 — 1997
Master of Arts, Human Resources Management
University of Central Missouri 1980 — 1991
Bachelor of Science, Textiles and Clothing/Minor in Business Administration
Waddell & Reed August 2015 - Present
Kansas City Power & Light January 2009 - Present
American Century Investments 2001 - 2008
Skills
Contract Negotiation, Negotiation, PeopleSoft, Process Improvement, Purchasing, Vendor Management, Risk Management, Contract Management, Program Management
Education
University of Central Missouri 1991 — 1994
Bachelor of Science, Sociology
The Tax Institute at H&R Block January 2014 - Present
University of Missouri Kansas City School of Law January 2012 - December 2012
American Century Investments October 1990 - November 2008
American Century Investments February 2004 - September 2007
Skills
Mutual Funds, FINRA, Securities, Financial Services, Fixed Income
Education
UMKC School of Law 2011 — 2014
J.D., Estate Planning, Elder Law, Tax Law
University of California, Santa Barbara 1984 — 1988
History
University of Missouri-Kansas City
B.A., History
Owner, My Personal Sleep Coach February 2011 - Present
TIAA-CREF 2007 - 2009
Salt Hill Station Trading Company, LLC June 2004 - September 2007
TIAA-CREF June 1999 - June 2004
American Century Investments 1998 - 1999
Skills
Mutual Funds, CRM, Series 7, Investments, Reporting & Analysis
Education
University of Denver 1987 — 1990
B.A., History
Webster University 2004 - Present
American Century Investments September 1998 - June 2015
american century 2000 - 2009
Education
University of Central Missouri
MS, Business Administration/Safety Management
American Century Investments 2015 - Present
American Century Investments 2007 - 2014
American Century Investments 2002 - 2007
American Century Investments 2000 - 2002
Aetna Health Plans 1996 - 2000
Aetna 1995 - 1996
Aetna 1992 - 1995
Aetna 1989 - 1993
Liberty Mutual Insurance 1987 - 1989
Eugene D. Brown Company 1985 - 1987
Skills
Sales, Marketing, Sales & Marketing..., Institutional..., Mutual Funds, Manage Client..., Retirement Planning, Business Planning, Staff Relations, Performance Measurement, Sales Management, Budget Process, Regulatory Guidelines, Compliance
Education
University of Missouri-Columbia 1980 — 1985
Bachelor of Science (BS)
North Star Consulting October 2001 - Present
American Century Investments 1986 - 2001
Education
University of Central Missouri 1966 — 1970
BS, Industrial Management
Kauffman Foundation December 2008 - February 2015
American Century Investments July 2005 - November 2008
iOptics, Inc June 1997 - March 1999
Skills
Equities, Financial Modeling, Portfolio Management, Alternative Investments, Investments, Bloomberg, Asset Management, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Doctor of Philosophy (Ph.D.), Electrical Engineering
University of Illinois at Urbana-Champaign 1994 — 1996
Master of Science (M.S.), Electrical Engineering
Washington University in St. Louis 1990 — 1994
Bachelor of Science (B.S.), Physics
Washington University in St. Louis 1990 — 1994
Bachelor of Science (B.S.), Electrical Engineering
American Century Investments June 2005 - January 2009
American Century 1999 - 2009
American Century Investments 1999 - 2009
Education
University of Great Falls 1993 — 1996
BS, Accounting
University of Colorado Denver June 2005 - March 2015
American Century Investments August 2000 - June 2005
AT&T Broadband/MediaOne Group/USWEST, Inc. October 1996 - August 2000
University of Denver September 1994 - October 1996
University of Colorado at Boulder September 1990 - September 1994
KUSA-TV September 1988 - April 1990
Skills
Strategic Communications, Internal Communications, Crisis Communications, Media Relations, Corporate Communications, Public Relations, Speech Writing, Newsletters, Editing, Press Releases, Marketing Communications, Communication Training, Spokesperson, Social Media, Integrated Marketing, Budgets, Journalism, Copywriting, Social Media Marketing, Copy Editing, New Media, Community Outreach, Event Management, Video Production, Strategy, Crisis Management, Video, Publicity, Publications, Broadcast, Public Speaking, Communications Planning, Leadership, Content Development, Community Development, Television, Content Strategy, Reputation Management, Web Content, Content Management, Storytelling, Blogging, News Writing, Message Development
Education
University of Colorado Boulder 1992 — 1994
Masters-in progress, Journalism and Communication
University of Nebraska-Lincoln 1973 — 1975
Bachelor's, Journalism and Political Science
American Century Investments 1993 - 2001
Skills
Public Speaking, Social Media, Editing, Teaching, Research, Team-oriented, Customer Service, Keen Listener, Budgets, Coaching, Management, Team Building, Training, Strategic Planning, Process Improvement, Leadership, Investments, Writing
Education
University of Colorado Boulder 2005 — 2009
Bachelor’s Degree, Asian Studies, 3.6
University of Colorado Denver 1989 — 1995
Master’s Degree, Political Science, 3.3 avg
University of Colorado Boulder 1988 — 1989
Political Science, 3.3
University of Colorado Denver 1984 — 1986
Bachelor's Degree, History/Political Science, 3.3 GPA
University of Colorado Boulder 1983 — 1984
Political Science/History, 2.5
Directory Marketing Inc February 2008 - Present
Universal Underwriters Group 1995 - 2001
American Century Investments 1991 - 1995
Trans World Airlines 1985 - 1992
TWA 1984 - 1991
Skills
Lead Generation, Marketing Communications, Online Marketing, Direct Marketing
Education
University of Central Missouri 1981 — 1985
BS, Business Administration
Freelance Writer 1974 - Present
Madison Investment Advisors June 1997 - December 2014
Greater Madison Tennis Association 2001 - 2013
American Century Investments 1993 - 1997
United States Tennis Association June 1982 - September 1991
Skills
Struggling novelist --..., Public Speaking, Asset Management, Mutual Funds, Portfolio Management, Equities, Retirement Planning, Series 7, Asset Managment, Investments, Investment Strategies, Fixed Income, Sports Marketing, Tennis, Options, Estate Planning
Education
Northwestern University
University of Iowa
MA English
Wipro November 2014 - Present
Deloitte January 2014 - November 2014
American Century Investments June 2013 - January 2014
IBM August 2006 - May 2013
Satyam Computer services Limited August 2005 - August 2006
Northwest Airlines 2004 - 2005
Skills
SAS, SAS programming, Data Warehousing, ETL, Teradata, Unix, SAS Base, Predictive Analytics, Business Intelligence, Predictive Modeling, JCL, CDISC, SQL, Oracle, DB2
Education
University of Madras 2000 — 2003
MCA, Computer science
Sprint January 2011 - December 2012
Jackson National Life Insurance Company November 2005 - December 2009
American Century Investments July 1998 - May 2005
Neodata/Centobe January 1994 - January 1998
Skills
Customer Service, Training, Technical Support, Quality Assurance, Team Leadership, Analysis, Call Centers, Leadership, New Business Development, Business Process..., Software Documentation, Management, Process Improvement, Project Management, Customer Satisfaction, Data Analysis, Operations Management, Sales Operations, Strategic Planning, Cross-functional Team..., Team Building, Strategic Partnerships, Human Resources, Leadership Development, Outlook, Coaching, Microsoft Office, Microsoft Excel, Microsoft Word, Program Management, Troubleshooting, Project Planning, Photovoltaics
Education
Comp TIA 2013 — 2013
A+ Certification
SEI 2009 — 2009
60 NABCEP training hours, Photovoltaic Design and Installation
University of Colorado Boulder 1988 — 1992
B.S., Business Administration (emphasis in Transportation/Logistics)
University of Kansas Medical Center June 2010 - March 2011
American Century Investments 2000 - 2009
Honeywell FM&T 1996 - 2000
Midwest Research Institute 1989 - 1996
Skills
JavaScript, SQL, Java Enterprise Edition, Databases, Linux, Oracle, Integration, Apache, Java, DB2, Business Analysis
Education
University of Missouri-Columbia
BS, Biological Sciences
MegaForce Contracting Firm 2010 - Present
GEHA August 2007 - October 2009
GEHA August 2007 - October 2009
Zurich Insurance December 2005 - August 2007
DST Systems, Inc. August 2002 - October 2005
American Century Services August 1990 - January 2002
American Century Investments 1990 - 2002
Education
University of Central Missouri 1976 — 1978
Data Processing
Bayer HealthCare 2011 - Present
City of Lenexa 2010 - Present
ZuPreem 2010 - 2011
JPMorgan Retirement Plan Services 2002 - 2009
American Century Investments 1989 - 2002
World Book 1986 - 1989
Education
University of Illinois at Urbana-Champaign
B.S., Journalism
Loews Corporation April 2015 - Present
Guardian Life June 2007 - April 2015
Goldman Sachs March 2001 - June 2007
American Century Investments April 1999 - March 2001
Charles Schwab February 1996 - April 1999
Federal Reserve Bank of San Francisco October 1993 - February 1996
Skills
Portfolio Management, Asset Management, Fixed Income, Bonds, Loans, Investments, Investment Banking, Bloomberg, Investment Strategies, Credit Risk, Capital Markets, Valuation, Hedge Funds, Securities, High Yield, Structured Finance, Equities, Banking, Financial Modeling, Credit, Alternative Investments, Leveraged Finance, Mutual Funds, Asset Managment, Financial Markets, Credit Derivatives, Financial Institutions, Derivatives, Trading, Credit Analysis, Finance, Series 7, Emerging Markets, Asset Allocation, Equity Research, Investment Management, Series 63, Private Equity, Corporate Finance, Structured Products, Trading Systems, Financial Services
Education
University of San Francisco 1991 — 1993
MBA, Finance
University of Colorado at Boulder 1983 — 1988
BA, Anthropology
Waddell & Reed Financial Services August 2000 - Present
Bayer Corporation 1998 - 1999
American Century Investments October 1995 - August 1998
Kansas City Ballet 1989 - 1994
Skills
Microsoft Office, Event Planning, Fundraising, Strategic Planning, Budgets, Sales, Negotiation, Volunteer Management, Team Building, Sales Management, Nonprofits, Business Development, New Business Development, Process Scheduler, Management, Marketing, Training, Leadership, Public Speaking, Recruiting, Marketing Communications, Event Management, Research, Public Relations, Social Media, Leadership Development, Coaching
Education
University of Central Missouri 1969 — 1973
Bachelor of Science in Education, Consumer and Family Studies
American Century Investments 2006 - Present
Skills
Business Analysis, Fixed Income, Investments, Bloomberg
Education
University of California, Santa Barbara 1989 — 1991
BS, Business and Economics
American Century Investments February 2009 - Present
Curian Capital 2006 - February 2009
SunAmerica Mutual Funds 1996 - 2006
Skills
Mutual Funds, Series 7, Series 63, Investments, 401k, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, Investment Management, Wealth Management, Series 6, Portfolio Management, Alternative Investments, Asset Management, CAIA
Education
University of Illinois at Urbana-Champaign
BlackRock April 2013 - Present
Charles Schwab September 1999 - April 2013
Fremont Investment Advisors, Inc. August 1992 - September 1999
American Century Investments March 1985 - July 1992
Skills
Mutual Funds, Investment Management, ETFs, CRM, Financial Reporting, Asset Allocation, Equities, Investments, Portfolio Management, Due Diligence, Asset Management, Finance, Accounting, Auditing, Risk Management, Financial Services
Education
University of California, Santa Barbara 1979 — 1983
Bachelor of Arts (BA), Business Economics, emphasis in Accounting
University of Dubuque October 2003 - Present
Hillcrest Family Services March 2003 - October 2003
Avnet July 1997 - November 2002
American Century Investments June 1983 - March 1994
Skills
Higher Education, Student Affairs, Public Speaking, PowerPoint, Research, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Non-profits, Event Planning, Student Development, Time Management
Education
University of Dubuque 2004 — 2012
Bachelor of Science (BS), Sociology, 3.97
Shawnee Mission Northwest High School 1975 — 1978
Wells Fargo Advisors, LLC May 2011 - Present
Merrill Lynch 2007 - 2009
American Century Investments 1999 - 2005
Morgan Stanley 1989 - 1999
Waterhouse Securities, Inc 1985 - 1989
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC®
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
Cigna August 2014 - Present
CIGNA May 2013 - August 2014
Cigna September 2009 - May 2013
Cigna February 2006 - September 2009
Cigna November 2004 - February 2006
Hobby Lobby August 2003 - November 2004
Centennial Eye Associates April 2000 - May 2003
American Century Investments November 1999 - April 2000
Intercare Health Plans (now CNIC) July 1997 - August 1999
Principal Financial Group April 1991 - July 1997
Skills
OneSource, Excel, Customer Service, Customer Focus, Health Insurance, Hyperion Reports, Data Analysis, PowerPoint, Account Servicing, Claims Review, Client-focused, Customer Advocacy, Benefit Communication, Root Cause Analysis
Education
University of Colorado at Denver 2006 — 2007
Master of Science (MS), Environmental Science
University of Colorado at Colorado Springs 1993 — 2005
Bachelor of Arts (BA), Biology
Modis February 2015 - Present
Experis Technology Group October 2013 - September 2014
SunGard March 1997 - December 2011
American Century Investments April 1996 - March 1997
DST Systems May 1994 - March 1996
Kemper Insurance December 1993 - May 1994
DST Systems September 1988 - December 1993
Skills
COBOLII, COBOL, CICS, Eztrieve, SQL DB2, Oracle SQL Developer, Spufi, QMF, IMS DB/DC, Oracle, VSAM, Fileaid, Expeditor, Autosys, CA-7, TSO, ISPF, Microsoft Word, Microsoft Excel, Microsoft Office, MVS, OS2
Education
Central Missouri State University 1977 — 1988
Bachelor of Science, Computer Information Systems
American Century Investments September 1992 - Present
DST Systems April 1991 - September 1992
TWA September 1989 - April 1991
DST Systems August 1982 - September 1989
Pennzoil June 1980 - August 1982
Skills
SDLC, Business Analysis, SQL, Requirements Analysis, Data Warehousing, Integration, Enterprise Architecture
Education
Central Missouri State University 1976 — 1980
Bachelor of Science (B.S.), Information Technology