American Century Investments
Description
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
American Century Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at American Century Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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American Century Investments Employees
Employee
Years
Job
Industry
Sharon Mossman Sharon Mossman's American Century Investments Experience March 1986 - December 1995
Job Head of Strategic Accounts at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments June 2015 - Present
BNY Mellon Asset Management January 1996 - April 2015
DWS Investments May 2004 - January 2006
American Century Investments March 1986 - December 1995
Education
Baker University 1993 — 1995
Masters, Business Administration
Emporia State University 1981 — 1985
BS, English
RidgeWorth Investments June 2015 - Present
BNY Mellon Asset Management January 1996 - April 2015
DWS Investments May 2004 - January 2006
American Century Investments March 1986 - December 1995
Education
Baker University 1993 — 1995
Masters, Business Administration
Emporia State University 1981 — 1985
BS, English
Lisa Banning Lisa Banning's American Century Investments Experience December 2014 - Present
Job Training Specialist at American Century Investments
Industry Financial Services
Experience
American Century Investments December 2014 - Present
American Century Investments July 2014 - November 2014
American Century Investments April 2014 - June 2014
American Century Investments September 2013 - April 2014
The Mutual Fund Store February 2011 - August 2013
Scaglia Law Firm August 2009 - June 2010
American Century Investments 2006 - 2008
American Century Investments 2004 - 2006
American Century Investments 1998 - 2004
American Century Investments 1996 - 1998
Skills
Marketing Strategy, CRM, Mutual Funds, Management, Marketing, Sales, Financial Services, Program Management, Relationship Management, Direct Marketing, Process Improvement, Sales Operations, 401k, Integrated Marketing, Investments, Segmentation, Series 6, Series 63, Portfolio Management, Retirement Planning, Training
Education
Baker University 2002 — 2003
MBA
University of Central Missouri 1988 — 1992
BSBA, Human Resources
Raytown High School 1984 — 1988
American Century Investments December 2014 - Present
American Century Investments July 2014 - November 2014
American Century Investments April 2014 - June 2014
American Century Investments September 2013 - April 2014
The Mutual Fund Store February 2011 - August 2013
Scaglia Law Firm August 2009 - June 2010
American Century Investments 2006 - 2008
American Century Investments 2004 - 2006
American Century Investments 1998 - 2004
American Century Investments 1996 - 1998
Skills
Marketing Strategy, CRM, Mutual Funds, Management, Marketing, Sales, Financial Services, Program Management, Relationship Management, Direct Marketing, Process Improvement, Sales Operations, 401k, Integrated Marketing, Investments, Segmentation, Series 6, Series 63, Portfolio Management, Retirement Planning, Training
Education
Baker University 2002 — 2003
MBA
University of Central Missouri 1988 — 1992
BSBA, Human Resources
Raytown High School 1984 — 1988
Dawn McPherson, QPFC Dawn McPherson, QPFC's American Century Investments Experience 1997 - 2008
Job Retirement Plan Consultant at Mariner Retirement
Industry Financial Services
Experience
Mariner Retirement Advisors October 2014 - Present
SageView Advisory Group January 2011 - October 2014
American Century Investments 1997 - 2008
Skills
Customer Satisfaction, Coaching, Management, Training, Delegation, 401k, Following Up, Mutual Funds, Investments, Retirement, Investment Advisory, Retirement Planning, Pensions
Education
Bob Jones University
B.A., Humanities
Mariner Retirement Advisors October 2014 - Present
SageView Advisory Group January 2011 - October 2014
American Century Investments 1997 - 2008
Skills
Customer Satisfaction, Coaching, Management, Training, Delegation, 401k, Following Up, Mutual Funds, Investments, Retirement, Investment Advisory, Retirement Planning, Pensions
Education
Bob Jones University
B.A., Humanities
Joseph Crossett, CFA Joseph Crossett, CFA's American Century Investments Experience February 2015 - Present
Job Investment Analyst at American Century Investments
Industry Financial Services
Experience
American Century Investments February 2015 - Present
American Century Investments January 2013 - February 2015
John Hancock Life Insurance Company (U.S.A.) July 2011 - December 2012
Avid Technology June 2009 - December 2010
Au Bon Pain March 2010 - June 2010
Ameriprise Financial October 2008 - May 2009
Skills
Bloomberg, Financial Analysis, Valuation, Corporate Finance, Investments, Capital IQ, Factset, Finance, Equity Research, Portfolio Management, Mutual Funds, Fixed Income, Due Diligence, Financial Services, Equities, Microsoft Excel, Analysis, Financial Reporting, Strategy, Financial Risk, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSF, Finance
Bentley University 2007 — 2010
Bachelor of Science, Economics & Finance
Copenhagen Business School 2009 — 2009
American Century Investments February 2015 - Present
American Century Investments January 2013 - February 2015
John Hancock Life Insurance Company (U.S.A.) July 2011 - December 2012
Avid Technology June 2009 - December 2010
Au Bon Pain March 2010 - June 2010
Ameriprise Financial October 2008 - May 2009
Skills
Bloomberg, Financial Analysis, Valuation, Corporate Finance, Investments, Capital IQ, Factset, Finance, Equity Research, Portfolio Management, Mutual Funds, Fixed Income, Due Diligence, Financial Services, Equities, Microsoft Excel, Analysis, Financial Reporting, Strategy, Financial Risk, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSF, Finance
Bentley University 2007 — 2010
Bachelor of Science, Economics & Finance
Copenhagen Business School 2009 — 2009
Arlene Holt Arlene Holt's American Century Investments Experience 1998 - 2006
Job Military Family and Life Counseling at Magellan Health Services
Industry Mental Health Care
Experience
Magellan Health Services October 2012 - Present
Arlene Holt Counseling 2007 - Present
Baca Counseling Services April 2012 - July 2012
MHN Government Services 2009 - August 2011
Send Out Cards 2006 - 2011
American Century Investments 1998 - 2006
American Century Investments 1998 - 2005
Skills
Investments, Coaching, Public Speaking, Leadership Development, Small Business, Retirement Planning, Organizational..., Risk Management, Customer Service, Mutual Funds, Retirement, Strategic Financial..., Mental Health, Life Transitions, Community Outreach, Family Therapy, Teaching, Adolescents, Anger Management, Behavioral Health, CBT, Conflict Resolution, Crisis Intervention, Counseling Psychology, Military, Policy, Staff Development, Supervisory Skills, Therapists, Training, Workshop Facilitation, Mental Health Counseling, Social Services
Education
University of Northern Colorado 2004 — 2006
MA, Clinical Counseling
Colorado Christian University 2002 — 2004
BA, Organizational Management
Texas City High School
Magellan Health Services October 2012 - Present
Arlene Holt Counseling 2007 - Present
Baca Counseling Services April 2012 - July 2012
MHN Government Services 2009 - August 2011
Send Out Cards 2006 - 2011
American Century Investments 1998 - 2006
American Century Investments 1998 - 2005
Skills
Investments, Coaching, Public Speaking, Leadership Development, Small Business, Retirement Planning, Organizational..., Risk Management, Customer Service, Mutual Funds, Retirement, Strategic Financial..., Mental Health, Life Transitions, Community Outreach, Family Therapy, Teaching, Adolescents, Anger Management, Behavioral Health, CBT, Conflict Resolution, Crisis Intervention, Counseling Psychology, Military, Policy, Staff Development, Supervisory Skills, Therapists, Training, Workshop Facilitation, Mental Health Counseling, Social Services
Education
University of Northern Colorado 2004 — 2006
MA, Clinical Counseling
Colorado Christian University 2002 — 2004
BA, Organizational Management
Texas City High School
David Donovan David Donovan's American Century Investments Experience June 2002 - Present
Job Vice President, Territory Sales at American Century Investments
Industry Investment Management
Experience
American Century Investments June 2002 - Present
State Street Global Advisors January 2000 - May 2002
Natixis Global Asset Management May 1995 - December 1999
Skills
Financial Markets, Mutual Funds, Bloomberg, Investment Strategies, Asset Allocation, Investment Management, Investment Advisory, Financial Services, Alternative Investments, Retirement Planning, Asset Management, Series 7, Series 63, Wealth Management
Education
Bryant University 1988 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
Southern New Hampshire University 1986 — 1988
American Century Investments June 2002 - Present
State Street Global Advisors January 2000 - May 2002
Natixis Global Asset Management May 1995 - December 1999
Skills
Financial Markets, Mutual Funds, Bloomberg, Investment Strategies, Asset Allocation, Investment Management, Investment Advisory, Financial Services, Alternative Investments, Retirement Planning, Asset Management, Series 7, Series 63, Wealth Management
Education
Bryant University 1988 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
Southern New Hampshire University 1986 — 1988
Paul Gerling's American Century Investments Experience 1993 - 2002
Job Internal Sales Director Core Market
Industry Financial Services
Experience
EMPOWER Retirement March 2013 - Present
Great-West Retirement Services November 2008 - March 2013
Great-West Retirement Services November 2008 - January 2011
JPMorgan June 2007 - November 2008
Starz Entertainment Group July 2002 - January 2005
American Century Investments 1993 - 2002
The Limited August 1991 - May 1992
Skills
401k, Business Analysis, Customer Service, Retirement Planning, Employee Benefits, IRAs, FINRA, Pensions, Insurance, Retail, Series 7, Investments, Roth IRA, Series 6, Process Improvement, Sales, Financial Services, Asset Management, Securities, Series 63, Project Management, Recruiting, Retirement, Fixed Annuities, Mutual Funds, Human Resources
Education
Kansas State University 1989 — 1991
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Benedictine College 1987 — 1989
History
Rockhurst High School 1983 — 1986
St Josephs Grade School 1976 — 1982
EMPOWER Retirement March 2013 - Present
Great-West Retirement Services November 2008 - March 2013
Great-West Retirement Services November 2008 - January 2011
JPMorgan June 2007 - November 2008
Starz Entertainment Group July 2002 - January 2005
American Century Investments 1993 - 2002
The Limited August 1991 - May 1992
Skills
401k, Business Analysis, Customer Service, Retirement Planning, Employee Benefits, IRAs, FINRA, Pensions, Insurance, Retail, Series 7, Investments, Roth IRA, Series 6, Process Improvement, Sales, Financial Services, Asset Management, Securities, Series 63, Project Management, Recruiting, Retirement, Fixed Annuities, Mutual Funds, Human Resources
Education
Kansas State University 1989 — 1991
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Benedictine College 1987 — 1989
History
Rockhurst High School 1983 — 1986
St Josephs Grade School 1976 — 1982
Mary Rumpza's American Century Investments Experience May 2014 - Present
Job Student at Benedictine College
Industry Computer Software
Experience
American Century Investments May 2014 - Present
Gary Adkins Associates, Inc June 2013 - December 2013
Snuffy's Malt Shop May 2009 - August 2013
Skills
Teamwork, Microsoft Office, Customer Service, Data Analysis, Programming, Research, Java, Leadership, PowerPoint, Microsoft Word, Matlab, Social Media, Analysis, SQL, Windows 7, OS X, Windows, Critical Thinking, Microsoft Excel, LaTeX, Spring Framework, RESTful WebServices, IceFaces
Education
Benedictine College 2012 — 2016
Bachelor's degree, Computer Science
Trinity School at River Ridge 2006 — 2012
American Century Investments May 2014 - Present
Gary Adkins Associates, Inc June 2013 - December 2013
Snuffy's Malt Shop May 2009 - August 2013
Skills
Teamwork, Microsoft Office, Customer Service, Data Analysis, Programming, Research, Java, Leadership, PowerPoint, Microsoft Word, Matlab, Social Media, Analysis, SQL, Windows 7, OS X, Windows, Critical Thinking, Microsoft Excel, LaTeX, Spring Framework, RESTful WebServices, IceFaces
Education
Benedictine College 2012 — 2016
Bachelor's degree, Computer Science
Trinity School at River Ridge 2006 — 2012
Patti Gahagan Patti Gahagan's American Century Investments Experience May 1983 - August 2004
Job Travel Consultant, Los Gatos Travel
Industry Leisure, Travel & Tourism
Experience
Los Gatos Travel September 2010 - Present
American Cancer Society January 2005 - Present
American Century Investments May 1983 - August 2004
Skills
Customer Service, Event Planning, Public Speaking, Microsoft Office, Social Media, Event Management, Microsoft Excel, Nonprofits, Microsoft Word, Volunteer Management, Marketing, Program Management, Coaching, Fundraising, Budgets, Social Networking, Marketing Strategy, Organizational..., Public Relations, Marketing Communications, Community Outreach, Account Management, Team Building, Outlook, Strategic Planning, PowerPoint, Training, Social Media Marketing
Education
University of Missouri-Kansas City 1986 — 1986
Paralegal Certification
Brigham Young University 1977 — 1979
General
Los Gatos Travel September 2010 - Present
American Cancer Society January 2005 - Present
American Century Investments May 1983 - August 2004
Skills
Customer Service, Event Planning, Public Speaking, Microsoft Office, Social Media, Event Management, Microsoft Excel, Nonprofits, Microsoft Word, Volunteer Management, Marketing, Program Management, Coaching, Fundraising, Budgets, Social Networking, Marketing Strategy, Organizational..., Public Relations, Marketing Communications, Community Outreach, Account Management, Team Building, Outlook, Strategic Planning, PowerPoint, Training, Social Media Marketing
Education
University of Missouri-Kansas City 1986 — 1986
Paralegal Certification
Brigham Young University 1977 — 1979
General
Lana Akin Lana Akin's American Century Investments Experience April 2013 - Present
Job Investment Specialist at American Century Investments
Industry Investment Management
Experience
American Century Investments April 2013 - Present
Ministry of Economy March 2010 - April 2013
Government of the Republic of Croatia, Office of the Minister July 2009 - March 2010
Ministry of Foreign and European Affairs, Office of the State Secretary for Political Affairs June 2008 - July 2009
Meritor Media December 2007 - June 2008
Central State Office for e-Croatia, Office of the State Secretary June 2007 - November 2007
Consulate General of the Republic of Croatia June 2006 - December 2006
Chico State University January 2004 - June 2006
Skills
Economics, Public Policy, International Relations, European Union, Policy Analysis, Public Relations, Research, Political Science, Analysis, Fundraising, Press Releases, Diplomacy
Education
California State University Chico 2004 — 2006
Graduate Program (MA), Political Science
California State University-Chico 2001 — 2004
BA, International Relations and European Studies
American Century Investments April 2013 - Present
Ministry of Economy March 2010 - April 2013
Government of the Republic of Croatia, Office of the Minister July 2009 - March 2010
Ministry of Foreign and European Affairs, Office of the State Secretary for Political Affairs June 2008 - July 2009
Meritor Media December 2007 - June 2008
Central State Office for e-Croatia, Office of the State Secretary June 2007 - November 2007
Consulate General of the Republic of Croatia June 2006 - December 2006
Chico State University January 2004 - June 2006
Skills
Economics, Public Policy, International Relations, European Union, Policy Analysis, Public Relations, Research, Political Science, Analysis, Fundraising, Press Releases, Diplomacy
Education
California State University Chico 2004 — 2006
Graduate Program (MA), Political Science
California State University-Chico 2001 — 2004
BA, International Relations and European Studies
Seth Daniel Bernstein Seth Daniel Bernstein's American Century Investments Experience May 1995 - December 2001
Job Professional Coach, Career Counselor, Writer/Editor
Industry Professional Training & Coaching
Experience
West Coast University October 2011 - July 2015
Elsdon, Inc. June 2008 - October 2011
California State Polytechnic University, Pomona March 2006 - June 2008
Peter F. Drucker School of Management at Claremont Graduate University December 2004 - March 2006
American Century Investments May 1995 - December 2001
The Benham Group March 1980 - May 1995
Skills
Career Counseling, Workforce Development, Job Coaching, Personal Branding, Direct Marketing, Job Descriptions, Psychotherapy, Career Development, Resume Writing, Coaching, Career Management, Job Search, Public Speaking, Job Search Strategies, MBTI, Leadership Development, Career Assessment, Staff Development, Organizational..., Program Development, Interviews, Recruiting, Training, Nonprofits, Temporary Placement, Program Management, Workshop Facilitation, Conflict Resolution, Leadership, Hiring, Workshops, Management, Interview Preparation, College Recruiting, Executive Coaching, Student Affairs, Adult Education, Academic Advising, Mock Interviews, Higher Education, Mentoring
Education
Stanford University 1975 — 1979
B.A., Political Science
California State University-Sacramento 2002 — 2004
M.S., Counseling, Career Development
West Coast University October 2011 - July 2015
Elsdon, Inc. June 2008 - October 2011
California State Polytechnic University, Pomona March 2006 - June 2008
Peter F. Drucker School of Management at Claremont Graduate University December 2004 - March 2006
American Century Investments May 1995 - December 2001
The Benham Group March 1980 - May 1995
Skills
Career Counseling, Workforce Development, Job Coaching, Personal Branding, Direct Marketing, Job Descriptions, Psychotherapy, Career Development, Resume Writing, Coaching, Career Management, Job Search, Public Speaking, Job Search Strategies, MBTI, Leadership Development, Career Assessment, Staff Development, Organizational..., Program Development, Interviews, Recruiting, Training, Nonprofits, Temporary Placement, Program Management, Workshop Facilitation, Conflict Resolution, Leadership, Hiring, Workshops, Management, Interview Preparation, College Recruiting, Executive Coaching, Student Affairs, Adult Education, Academic Advising, Mock Interviews, Higher Education, Mentoring
Education
Stanford University 1975 — 1979
B.A., Political Science
California State University-Sacramento 2002 — 2004
M.S., Counseling, Career Development
Sean Devlin's American Century Investments Experience November 2011 - November 2013
Job Annuity Sales Consultant at CreativeOne
Industry Civic & Social Organization
Experience
CreativeOne July 2014 - Present
MindMixer March 2014 - May 2014
American Century Investments November 2011 - November 2013
American Century Investments August 2010 - October 2011
American Century Investments January 2010 - August 2010
American Century Investments February 2009 - December 2009
Aflac July 2008 - February 2009
Capital One Home Loans December 2006 - July 2008
First Horizon Home Loans March 2006 - December 2006
Ameriprise Financial August 2003 - March 2006
Skills
Mutual Funds, Investments, Financial Services, Portfolio Management, Loans, Mortgage Lending, Finance, Series 7, Strategic Financial..., Management, Sales, Retirement, Leadership, Business Development, Training, Financial Planning
Education
Benedictine College 1995 — 2002
Bachelor of Arts, Sociology
Raritan High School
CreativeOne July 2014 - Present
MindMixer March 2014 - May 2014
American Century Investments November 2011 - November 2013
American Century Investments August 2010 - October 2011
American Century Investments January 2010 - August 2010
American Century Investments February 2009 - December 2009
Aflac July 2008 - February 2009
Capital One Home Loans December 2006 - July 2008
First Horizon Home Loans March 2006 - December 2006
Ameriprise Financial August 2003 - March 2006
Skills
Mutual Funds, Investments, Financial Services, Portfolio Management, Loans, Mortgage Lending, Finance, Series 7, Strategic Financial..., Management, Sales, Retirement, Leadership, Business Development, Training, Financial Planning
Education
Benedictine College 1995 — 2002
Bachelor of Arts, Sociology
Raritan High School
Mary Ellen Spillane's American Century Investments Experience December 2011 - June 2013
Job Registered Client Service Associate, Stifel
Industry Investment Management
Experience
Stifel Financial Corp. July 2013 - Present
American Century Investments December 2011 - June 2013
American Century Investments October 2010 - December 2011
Pinnacle Foods Corporation June 2008 - August 2008
First Federal Savings Bank of Iowa May 2007 - January 2008
Skills
Microsoft Excel, Investments, Series 7, Microsoft Office, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Series 6, 401k, Investment Strategies, Retirement, FINRA, Investment Advisory, Portfolio Management, Estate Planning, Financial Advisory, IRAs, Chartered Mutual Fund..., Investment Management, Wealth Management, Customer Service
Education
Benedictine College 2005 — 2010
Bachelor of Science (BS), Accounting
Stifel Financial Corp. July 2013 - Present
American Century Investments December 2011 - June 2013
American Century Investments October 2010 - December 2011
Pinnacle Foods Corporation June 2008 - August 2008
First Federal Savings Bank of Iowa May 2007 - January 2008
Skills
Microsoft Excel, Investments, Series 7, Microsoft Office, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Series 6, 401k, Investment Strategies, Retirement, FINRA, Investment Advisory, Portfolio Management, Estate Planning, Financial Advisory, IRAs, Chartered Mutual Fund..., Investment Management, Wealth Management, Customer Service
Education
Benedictine College 2005 — 2010
Bachelor of Science (BS), Accounting
Derrick Benitz's American Century Investments Experience December 2014 - Present
Job Internal Wholesaler
Industry Investment Management
Experience
American Century Investments December 2014 - Present
FourSquare Photography January 2012 - Present
Bank of Kansas City February 2011 - November 2014
Blue Ridge Bank and Trust Co. July 2007 - February 2010
Skills
Wealth Management, Investments, Strategic Planning, Insurance, Annuities, Series 7, IRAs, 529 Plans, Financial Planning, Banking, Loans, Personal Financial..., Series 6, Series 63, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Retail Banking, Microsoft Excel, Sales, Research, Marketing, Consumer Lending, Commercial Lending, Public Speaking, Social Media, Budgets, Leadership, Outlook, Financial Analysis, Finance, Relationship Management, Private Banking, Securities, Branch Management
Education
Park University 2005 — 2008
Bachelor of Arts (BA), Psychology, Summa Cum Laude
Blinn College
Associate's degree, Psychology
American Century Investments December 2014 - Present
FourSquare Photography January 2012 - Present
Bank of Kansas City February 2011 - November 2014
Blue Ridge Bank and Trust Co. July 2007 - February 2010
Skills
Wealth Management, Investments, Strategic Planning, Insurance, Annuities, Series 7, IRAs, 529 Plans, Financial Planning, Banking, Loans, Personal Financial..., Series 6, Series 63, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Retail Banking, Microsoft Excel, Sales, Research, Marketing, Consumer Lending, Commercial Lending, Public Speaking, Social Media, Budgets, Leadership, Outlook, Financial Analysis, Finance, Relationship Management, Private Banking, Securities, Branch Management
Education
Park University 2005 — 2008
Bachelor of Arts (BA), Psychology, Summa Cum Laude
Blinn College
Associate's degree, Psychology
Ryan Todd's American Century Investments Experience October 1993 - May 2003
Job Lead Technology Architect at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
JPMorgan Chase 2003 - September 2014
American Century Investments October 1993 - May 2003
Universal Group Underwriters, LLC 1991 - 1993
Andersen Consulting (Accenture) 1989 - 1991
Skills
Financial Services, Requirements Analysis, SDLC, Enterprise Architecture, Mutual Funds, Business Analysis, DB2, Vendor Management, Requirements Gathering, Visio, Data Warehousing, Agile Methodologies, IT Strategy, Software Project..., Business Requirements, SOA
Education
Baker University 1992 — 1994
MBA, Finance, General
Baker University 1986 — 1989
B.S. Business, Finance and Economics
EMPOWER Retirement September 2014 - Present
JPMorgan Chase 2003 - September 2014
American Century Investments October 1993 - May 2003
Universal Group Underwriters, LLC 1991 - 1993
Andersen Consulting (Accenture) 1989 - 1991
Skills
Financial Services, Requirements Analysis, SDLC, Enterprise Architecture, Mutual Funds, Business Analysis, DB2, Vendor Management, Requirements Gathering, Visio, Data Warehousing, Agile Methodologies, IT Strategy, Software Project..., Business Requirements, SOA
Education
Baker University 1992 — 1994
MBA, Finance, General
Baker University 1986 — 1989
B.S. Business, Finance and Economics
Joshua R. Richards, M.A.'s American Century Investments Experience July 1998 - July 2003
Job Leadership Development / L&D Guru | Vocal Superstar Wannabe
Industry Professional Training & Coaching
Experience
Catholic Health Initiatives April 2014 - Present
DIRECTV January 2013 - December 2013
DIRECTV August 2006 - December 2012
AIMCO August 2005 - August 2006
Centura Health July 2003 - August 2005
American Century Investments July 1998 - July 2003
California State University, Chico January 1994 - July 1996
Blue Shield of California January 1995 - April 1996
California Department of Education July 1994 - December 1994
California State University, Chico August 1992 - May 1994
Skills
Training, Leadership Development, Organizational..., Leadership, Coaching, Learning Management, Employee Engagement, Training Delivery, Management, Management Development, Needs Analysis, Talent Management, Executive Coaching, Strategy, Staff Development, Performance Management, Team Effectiveness, Organizational..., Blended Learning, Performance Improvement, Process Improvement, Instructor-led Training, Workshop Facilitation, Team Building, Curriculum Design, Human Capital, Succession Planning, Customer Experience, Performance Consulting, Change Management, Onboarding, Curriculum Development, Employee Training, Instructional Design, Strategic Planning, Human Resources, Career Development, ADDIE, Adult Education, Instructional Technology, Organizational Learning, Human Performance, Adult Learning Theory, Training Leadership, Leadership Development...
Education
University of Colorado Denver 1999 — 2002
MA with honors, Information & Learning Technologies, GPA: 3.925 out of 4.0
California State University-Chico 1991 — 1996
BS, Instructional Technology
Fall River Jr. Sr. High School 1987 — 1990
Diploma, General Education
Catholic Health Initiatives April 2014 - Present
DIRECTV January 2013 - December 2013
DIRECTV August 2006 - December 2012
AIMCO August 2005 - August 2006
Centura Health July 2003 - August 2005
American Century Investments July 1998 - July 2003
California State University, Chico January 1994 - July 1996
Blue Shield of California January 1995 - April 1996
California Department of Education July 1994 - December 1994
California State University, Chico August 1992 - May 1994
Skills
Training, Leadership Development, Organizational..., Leadership, Coaching, Learning Management, Employee Engagement, Training Delivery, Management, Management Development, Needs Analysis, Talent Management, Executive Coaching, Strategy, Staff Development, Performance Management, Team Effectiveness, Organizational..., Blended Learning, Performance Improvement, Process Improvement, Instructor-led Training, Workshop Facilitation, Team Building, Curriculum Design, Human Capital, Succession Planning, Customer Experience, Performance Consulting, Change Management, Onboarding, Curriculum Development, Employee Training, Instructional Design, Strategic Planning, Human Resources, Career Development, ADDIE, Adult Education, Instructional Technology, Organizational Learning, Human Performance, Adult Learning Theory, Training Leadership, Leadership Development...
Education
University of Colorado Denver 1999 — 2002
MA with honors, Information & Learning Technologies, GPA: 3.925 out of 4.0
California State University-Chico 1991 — 1996
BS, Instructional Technology
Fall River Jr. Sr. High School 1987 — 1990
Diploma, General Education
Nicole Chestnut's American Century Investments Experience February 2012 - Present
Job Investment Operations Specialist at American Century Investments
Industry Financial Services
Experience
American Century Investments February 2012 - Present
State Street May 2008 - February 2012
Skills
Excel, Outlook, Word, Trade Settlements, Financial Accounting, Lotus Notes, 10 Key, Settlement, Microsoft Word, Microsoft Excel, Portfolio Management, Financial Analysis
Education
Baker University 2010 — 2012
MBA
Northwest Missouri State University 2004 — 2008
Bachelors of Science, Business Marketing and Management
American Century Investments February 2012 - Present
State Street May 2008 - February 2012
Skills
Excel, Outlook, Word, Trade Settlements, Financial Accounting, Lotus Notes, 10 Key, Settlement, Microsoft Word, Microsoft Excel, Portfolio Management, Financial Analysis
Education
Baker University 2010 — 2012
MBA
Northwest Missouri State University 2004 — 2008
Bachelors of Science, Business Marketing and Management
Amy Sehayek, CFP®'s American Century Investments Experience 1987 - 1999
Job Feeonly, hourly advisor helping individuals and families get their financial house in order.
Industry Financial Services
Experience
Prism Financial Planning, LLC July 2013 - Present
Ramsey & Associates, Inc. February 2009 - June 2013
American Century Investments 1987 - 1999
Education
Cal State Hayward
MBA, finance
Prism Financial Planning, LLC July 2013 - Present
Ramsey & Associates, Inc. February 2009 - June 2013
American Century Investments 1987 - 1999
Education
Cal State Hayward
MBA, finance
Glen Casey's American Century Investments Experience July 2014 - Present
Job Global Head of Products, Senior Vice President at American Century Investments
Industry Investment Management
Experience
American Century Investments July 2014 - Present
Goldman Sachs Asset Management February 1997 - July 2014
Cerulli Associates 1994 - 1997
Fidelity Investments 1986 - 1994
Skills
Hedge Funds, Alternative Investments, Equities, Mutual Funds, Fixed Income, Asset Management, Series 7, Investment Management, Asset Allocation, Capital Markets, Derivatives, Series 63, Investment Strategies, Private Equity, Structured Products, Portfolio Management, Investments, Emerging Markets, Investment Banking, Financial Services, Wealth Management
Education
Boston College 1989 — 1992
Master's degree, Finance, General
Bentley College 1982 — 1986
Bachelor's degree, Accounting
American Century Investments July 2014 - Present
Goldman Sachs Asset Management February 1997 - July 2014
Cerulli Associates 1994 - 1997
Fidelity Investments 1986 - 1994
Skills
Hedge Funds, Alternative Investments, Equities, Mutual Funds, Fixed Income, Asset Management, Series 7, Investment Management, Asset Allocation, Capital Markets, Derivatives, Series 63, Investment Strategies, Private Equity, Structured Products, Portfolio Management, Investments, Emerging Markets, Investment Banking, Financial Services, Wealth Management
Education
Boston College 1989 — 1992
Master's degree, Finance, General
Bentley College 1982 — 1986
Bachelor's degree, Accounting
Kimberly Kauser Kimberly Kauser's American Century Investments Experience April 1998 - November 2008
Job Legal Administrative Specialist (Benefit Authorizer) at Social Security Administration, Kansas City, MO
Industry Government Administration
Experience
Social Security Administration May 2014 - Present
GSA February 2010 - May 2014
USDA January 2009 - February 2010
American Century Investments April 1998 - November 2008
Honeywell FM&T/NNSA November 1991 - April 1998
US Navy November 1986 - 1990
Skills
Government, Policy, Administrative..., Spreadsheets, Microsoft Excel, Microsoft Word, Outlook, Access, Data Entry, Software Documentation, System Administration, Process Scheduler, Office Management, Supervisory Skills, Office Administration, PowerPoint, Event Planning, Calendaring, Telephone Skills, Lotus Notes, Expense Reports, File Management, Invoicing, Administration, Executive Support, Fax, PeopleSoft, Confidentiality, Wordperfect, Payroll, Notary Public, Travel Arrangements, Calendars, Office Equipment, Business Correspondence, Executive Level..., Filing, Adobe Acrobat, 10 Key, Records Management, Copying, Clerical Work, Medical Transcription, Microsoft Office 2007, Administrative Work, Handle Confidential..., Microsoft Office, Program Management
Education
Brown Mackie College-Salina 1994 — 1996
Court Reporting/Court Reporter
Social Security Administration May 2014 - Present
GSA February 2010 - May 2014
USDA January 2009 - February 2010
American Century Investments April 1998 - November 2008
Honeywell FM&T/NNSA November 1991 - April 1998
US Navy November 1986 - 1990
Skills
Government, Policy, Administrative..., Spreadsheets, Microsoft Excel, Microsoft Word, Outlook, Access, Data Entry, Software Documentation, System Administration, Process Scheduler, Office Management, Supervisory Skills, Office Administration, PowerPoint, Event Planning, Calendaring, Telephone Skills, Lotus Notes, Expense Reports, File Management, Invoicing, Administration, Executive Support, Fax, PeopleSoft, Confidentiality, Wordperfect, Payroll, Notary Public, Travel Arrangements, Calendars, Office Equipment, Business Correspondence, Executive Level..., Filing, Adobe Acrobat, 10 Key, Records Management, Copying, Clerical Work, Medical Transcription, Microsoft Office 2007, Administrative Work, Handle Confidential..., Microsoft Office, Program Management
Education
Brown Mackie College-Salina 1994 — 1996
Court Reporting/Court Reporter
Tracy Osterkamp's American Century Investments Experience 1990 - 1995
Job Client Service Manager at JP Morgan
Industry Investment Banking
Experience
JPMorgan Chase May 2014 - Present
JP Morgan March 2007 - April 2014
Payne Financial Group February 2005 - March 2007
UMB Bank/ M&I Trust Company 2000 - 2004
The Resource Group 1998 - 2000
Colonial Life 1997 - 1998
Commercial Federal Savings 1995 - 1997
American Century Investments 1990 - 1995
Franklin Savings & Association 1985 - 1990
Skills
Treasury Services, Series 7, Credit, Securities, Commercial Banking, Credit Analysis, Loans, Banking, Superior Client Service, Relationship Management
Education
Baker University 1982 — 1986
BA, Business Admin
JPMorgan Chase May 2014 - Present
JP Morgan March 2007 - April 2014
Payne Financial Group February 2005 - March 2007
UMB Bank/ M&I Trust Company 2000 - 2004
The Resource Group 1998 - 2000
Colonial Life 1997 - 1998
Commercial Federal Savings 1995 - 1997
American Century Investments 1990 - 1995
Franklin Savings & Association 1985 - 1990
Skills
Treasury Services, Series 7, Credit, Securities, Commercial Banking, Credit Analysis, Loans, Banking, Superior Client Service, Relationship Management
Education
Baker University 1982 — 1986
BA, Business Admin
Gina DiLonardo Gina DiLonardo's American Century Investments Experience August 2005 - July 2006
Job Recruiting ManagerRobert Half International
Industry Staffing and Recruiting
Experience
Robert Half International November 2011 - Present
Nordstrom February 2010 - April 2011
Nordstrom January 2007 - November 2008
American Century Investments August 2005 - July 2006
Skills
Customer Relations, Sales Management, Promotions, Hiring, Interviewing, Customer Service, Applicant Tracking..., Recruiting, Temporary Placement, Interviews
Education
Benedictine University 2009 — 2011
Bachelors, Business Managment
Robert Half International November 2011 - Present
Nordstrom February 2010 - April 2011
Nordstrom January 2007 - November 2008
American Century Investments August 2005 - July 2006
Skills
Customer Relations, Sales Management, Promotions, Hiring, Interviewing, Customer Service, Applicant Tracking..., Recruiting, Temporary Placement, Interviews
Education
Benedictine University 2009 — 2011
Bachelors, Business Managment
Kelli Wallace Kelli Wallace's American Century Investments Experience June 1998 - April 1999
Job Investment Advisor Representative at Financial Security Management, Inc
Industry Financial Services
Experience
Financial Security Management, Inc February 2014 - Present
The Employers Edge April 2013 - January 2014
sanofi-aventis May 2009 - 2012
sanofi-aventis August 2002 - May 2009
TAP Pharmaceuticals September 1999 - August 2002
American Century Investments June 1998 - April 1999
American Century Investments 1996 - 1998
American Century Investments 1993 - 1996
American Century Investments 1991 - 1993
Levittown Baptist Adademy 1990 - 1991
Skills
Sales, Pharmaceutical Sales, Hospital Sales, Gastroenterology, Cardiology, Hospitals, Oncology, Training, Leadership Development, Team Building, Coaching, Performance Management, Organizational..., Orthopedic, Management, Surgeons, Sales Effectiveness, Business Development, Sales Operations, Product Launch, Strategic Planning, Recruiting, Endocrinology
Education
Baylor University 1985 — 1989
Bachelor of Business Administration (BBA), Marketing/Management
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Marketing/Management
Shawnee Mission Northwest High School 1983 — 1985
Financial Security Management, Inc February 2014 - Present
The Employers Edge April 2013 - January 2014
sanofi-aventis May 2009 - 2012
sanofi-aventis August 2002 - May 2009
TAP Pharmaceuticals September 1999 - August 2002
American Century Investments June 1998 - April 1999
American Century Investments 1996 - 1998
American Century Investments 1993 - 1996
American Century Investments 1991 - 1993
Levittown Baptist Adademy 1990 - 1991
Skills
Sales, Pharmaceutical Sales, Hospital Sales, Gastroenterology, Cardiology, Hospitals, Oncology, Training, Leadership Development, Team Building, Coaching, Performance Management, Organizational..., Orthopedic, Management, Surgeons, Sales Effectiveness, Business Development, Sales Operations, Product Launch, Strategic Planning, Recruiting, Endocrinology
Education
Baylor University 1985 — 1989
Bachelor of Business Administration (BBA), Marketing/Management
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Marketing/Management
Shawnee Mission Northwest High School 1983 — 1985
Kyle Helton's American Century Investments Experience May 2013 - Present
Job Internal Wholesaler American Century Investments
Industry Investment Management
Experience
American Century Investments May 2013 - Present
American Century Investments November 2012 - April 2013
American Century Investments October 2010 - October 2012
Skills
Capital Markets, Mutual Funds, Investment Analysis, Sales, Asset Allocation, Wealth Management, Investment Strategies, Series 7, Series 63, Valuation, Investments, 401k, Investment Advisory, Securities, Relationship Building
Education
Benedictine College 2006 — 2010
Bachelor of Science (BS), Political Science
American Century Investments May 2013 - Present
American Century Investments November 2012 - April 2013
American Century Investments October 2010 - October 2012
Skills
Capital Markets, Mutual Funds, Investment Analysis, Sales, Asset Allocation, Wealth Management, Investment Strategies, Series 7, Series 63, Valuation, Investments, 401k, Investment Advisory, Securities, Relationship Building
Education
Benedictine College 2006 — 2010
Bachelor of Science (BS), Political Science
Jake Mora, Senior Marketing Executive Jake Mora, Senior Marketing Executive's American Century Investments Experience 1994 - 1996
Job Brand Campaigns at Intel Corporation
Industry Marketing and Advertising
Experience
Intel Corporation 2015 - Present
CMD 2010 - 2015
R2C Group 2009 - 2010
Babcock & Jenkins 2006 - 2009
SellPoint 2005 - 2006
Barracuda Networks (formerly Yosemite Technologies) 2001 - 2005
Direct Partners 2000 - 2001
Euro RSCG 1998 - 2000
Young & Rubicam 1996 - 1998
American Century Investments 1994 - 1996
Skills
Integrated Marketing, Direct Marketing, Email Marketing, Lead Generation, Marketing Strategy, Digital Marketing, Marketing, Multi-channel Marketing, B2B, CRM, Interactive Marketing, Creative Direction, Advertising, Demand Generation, Digital Strategy, Online Advertising, Strategy, Social Media Marketing, Strategic Planning, Marketing Communications, Business Development, Online Marketing, Relationship Marketing, SEM, E-commerce, Brand Development, Digital Media, Sales Enablement Tools, Direct Mail, Media Planning, Analytics, Content Strategy, Strategic Content..., Film and Video, Interactive Advertising, Management, Content Development, Integrated..., Channel Partners, Web Design, Web Applications, Mobile Applications, Social Network Analysis, Agency Relationship..., Cross-functional Team..., Campaign Management, Operations Management, Multimillion-Dollar..., Paid Media, Social Media
Education
California State University-Fresno 1989 — 1994
BA Arts, English
Intel Corporation 2015 - Present
CMD 2010 - 2015
R2C Group 2009 - 2010
Babcock & Jenkins 2006 - 2009
SellPoint 2005 - 2006
Barracuda Networks (formerly Yosemite Technologies) 2001 - 2005
Direct Partners 2000 - 2001
Euro RSCG 1998 - 2000
Young & Rubicam 1996 - 1998
American Century Investments 1994 - 1996
Skills
Integrated Marketing, Direct Marketing, Email Marketing, Lead Generation, Marketing Strategy, Digital Marketing, Marketing, Multi-channel Marketing, B2B, CRM, Interactive Marketing, Creative Direction, Advertising, Demand Generation, Digital Strategy, Online Advertising, Strategy, Social Media Marketing, Strategic Planning, Marketing Communications, Business Development, Online Marketing, Relationship Marketing, SEM, E-commerce, Brand Development, Digital Media, Sales Enablement Tools, Direct Mail, Media Planning, Analytics, Content Strategy, Strategic Content..., Film and Video, Interactive Advertising, Management, Content Development, Integrated..., Channel Partners, Web Design, Web Applications, Mobile Applications, Social Network Analysis, Agency Relationship..., Cross-functional Team..., Campaign Management, Operations Management, Multimillion-Dollar..., Paid Media, Social Media
Education
California State University-Fresno 1989 — 1994
BA Arts, English
Matt Kobata, CFP® Matt Kobata, CFP®'s American Century Investments Experience July 2013 - Present
Job Financial Services
Industry Financial Services
Experience
American Century Investments July 2013 - Present
Allianz Global Investors May 2006 - June 2013
PIMCO May 2006 - June 2013
AIM Investments March 2001 - June 2006
SunAmerica 1997 - 2000
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Management, Investments, Asset Allocation, Series 63, Portfolio Management, Equities, Fixed Income, Wealth Management, Securities
Education
California State University-Northridge
Business Administration
University of California, Los Angeles
American Century Investments July 2013 - Present
Allianz Global Investors May 2006 - June 2013
PIMCO May 2006 - June 2013
AIM Investments March 2001 - June 2006
SunAmerica 1997 - 2000
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Management, Investments, Asset Allocation, Series 63, Portfolio Management, Equities, Fixed Income, Wealth Management, Securities
Education
California State University-Northridge
Business Administration
University of California, Los Angeles
Rosie Sinn Bilyeu Rosie Sinn Bilyeu's American Century Investments Experience February 2005 - July 2013
Job Manager of Digital Marketing at Lexmark
Industry Information Technology and Services
Experience
Lexmark International, Inc. April 2014 - Present
Perceptive Software July 2013 - March 2014
American Century Investments February 2005 - July 2013
Sprint March 2004 - January 2005
Bernstein-Rein Advertising May 2002 - March 2004
The Kansas City Star October 2000 - May 2002
Kansas City Symphony January 1997 - October 2000
Oklahoma City Philharmonic Orchestra December 1992 - January 1997
Miracle Hill Ministries September 1991 - December 1992
Skills
Marketing Strategy, Marketing Automation, Demand Generation, Strategy, Direct Marketing, SEM, Competitive Analysis, Lead Generation, Advertising, Market Planning, Direct Mail, Marketing
Education
University of Hartford 1990 — 1991
Master of Business Administration, Marketing
Bob Jones University 1986 — 1990
Bachelor of Arts, Piano Pedagogy, Business Administration
Lexmark International, Inc. April 2014 - Present
Perceptive Software July 2013 - March 2014
American Century Investments February 2005 - July 2013
Sprint March 2004 - January 2005
Bernstein-Rein Advertising May 2002 - March 2004
The Kansas City Star October 2000 - May 2002
Kansas City Symphony January 1997 - October 2000
Oklahoma City Philharmonic Orchestra December 1992 - January 1997
Miracle Hill Ministries September 1991 - December 1992
Skills
Marketing Strategy, Marketing Automation, Demand Generation, Strategy, Direct Marketing, SEM, Competitive Analysis, Lead Generation, Advertising, Market Planning, Direct Mail, Marketing
Education
University of Hartford 1990 — 1991
Master of Business Administration, Marketing
Bob Jones University 1986 — 1990
Bachelor of Arts, Piano Pedagogy, Business Administration
Kalpesh Dadbhawala Kalpesh Dadbhawala's American Century Investments Experience March 1998 - March 2001
Job Experienced M&A, strategy, and finance professional
Industry Medical Devices
Experience
Becton, Dickinson and Company August 2010 - Present
Thermo Fisher Scientific June 2006 - July 2010
Fisher Scientific International December 2004 - June 2006
BoardwalkTech Inc. May 2001 - July 2002
American Century Investments March 1998 - March 2001
Skills
Strategic Planning, Mergers, Project Management, Cross-functional Team..., Business Strategy, Biotechnology, Product Management, Corporate Development, Financial Modeling, Medical Devices, Competitive Analysis, Financial Analysis, Business Development, Forecasting, Process Improvement, Finance, Mergers, Leadership, Strategy, Mergers & Acquisitions
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Strategy, Finance, Operations Management
Bryant University 1994 — 1997
B.S., Finance and Economics
Becton, Dickinson and Company August 2010 - Present
Thermo Fisher Scientific June 2006 - July 2010
Fisher Scientific International December 2004 - June 2006
BoardwalkTech Inc. May 2001 - July 2002
American Century Investments March 1998 - March 2001
Skills
Strategic Planning, Mergers, Project Management, Cross-functional Team..., Business Strategy, Biotechnology, Product Management, Corporate Development, Financial Modeling, Medical Devices, Competitive Analysis, Financial Analysis, Business Development, Forecasting, Process Improvement, Finance, Mergers, Leadership, Strategy, Mergers & Acquisitions
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Strategy, Finance, Operations Management
Bryant University 1994 — 1997
B.S., Finance and Economics
Amy McAllister Amy McAllister's American Century Investments Experience January 1997 - December 1997
Job Consultant, Digital and Integrated Marketing Strategy
Industry Marketing and Advertising
Experience
AMC2 Consulting January 2015 - Present
JPMorgan Chase February 2013 - September 2014
Organic January 2010 - February 2013
Ogilvy & Mather March 2008 - April 2010
Digitas January 1998 - March 2008
American Century Investments January 1997 - December 1997
Bronner Slosberg Humphrey (now Digitas) June 1992 - December 1997
Education
Barnard College 1987 — 1991
BA
US House of Representatives Page School
AMC2 Consulting January 2015 - Present
JPMorgan Chase February 2013 - September 2014
Organic January 2010 - February 2013
Ogilvy & Mather March 2008 - April 2010
Digitas January 1998 - March 2008
American Century Investments January 1997 - December 1997
Bronner Slosberg Humphrey (now Digitas) June 1992 - December 1997
Education
Barnard College 1987 — 1991
BA
US House of Representatives Page School
Jerry Rossi's American Century Investments Experience November 2004 - Present
Job Vice President, Territory Sales @ American Century Investments
Industry Investment Management
Experience
American Century Investments November 2004 - Present
Smile Again Ministries January 2008 - Present
Precision Marketing Partners May 2004 - October 2004
Strong Funds July 2000 - April 2004
Skills
Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Asset Allocation, Finance, Financial Advisory, Asset Management, Investment Advisory, Investment Strategies, Retirement Planning, Wealth Management
Education
Bethel University 1993 — 1997
BA, Business
American Century Investments November 2004 - Present
Smile Again Ministries January 2008 - Present
Precision Marketing Partners May 2004 - October 2004
Strong Funds July 2000 - April 2004
Skills
Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Asset Allocation, Finance, Financial Advisory, Asset Management, Investment Advisory, Investment Strategies, Retirement Planning, Wealth Management
Education
Bethel University 1993 — 1997
BA, Business
Max Egan Max Egan's American Century Investments Experience May 2011 - August 2011
Job
Industry Investment Management
Experience
Morgan Stanley Investment Management July 2012 - Present
American Century Investments May 2011 - August 2011
NERA Economic Consulting July 2006 - July 2010
Carnegie Mellon University May 2005 - August 2005
Skills
Bloomberg, Stata, Eviews, Factset, SAS, Java, Visual Basic, Quantitative Analysis, Asset Management, Econometrics, Quantitative Analytics
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Finance
Carnegie Mellon University 2002 — 2006
BS, Economics
Morgan Stanley Investment Management July 2012 - Present
American Century Investments May 2011 - August 2011
NERA Economic Consulting July 2006 - July 2010
Carnegie Mellon University May 2005 - August 2005
Skills
Bloomberg, Stata, Eviews, Factset, SAS, Java, Visual Basic, Quantitative Analysis, Asset Management, Econometrics, Quantitative Analytics
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Finance
Carnegie Mellon University 2002 — 2006
BS, Economics
Oliver Brassard, CFA Oliver Brassard, CFA's American Century Investments Experience June 2009 - September 2009
Job Equity Research Associate, Banks at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2010 - Present
NYU Stern School of Business August 2008 - July 2010
American Century Investments June 2009 - September 2009
Prudential Investments May 2006 - August 2008
International Council of Shopping Centers October 2004 - May 2006
Skills
Equities, Mutual Funds, Equity Research, Investment Management, Investments, Portfolio Management, Bloomberg, Financial Modeling, Capital Markets, Valuation, Asset Managment, Fixed Income, Financial Analysis, Due Diligence, Corporate Finance, Financial Institutions, Banking, Commercial Banking, Retail Banking, CFA, Series 7, Series 63
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Accounting, Financial Markets
Colgate University 2000 — 2004
BA, Mathematical Economics, Physics
BMO Capital Markets July 2010 - Present
NYU Stern School of Business August 2008 - July 2010
American Century Investments June 2009 - September 2009
Prudential Investments May 2006 - August 2008
International Council of Shopping Centers October 2004 - May 2006
Skills
Equities, Mutual Funds, Equity Research, Investment Management, Investments, Portfolio Management, Bloomberg, Financial Modeling, Capital Markets, Valuation, Asset Managment, Fixed Income, Financial Analysis, Due Diligence, Corporate Finance, Financial Institutions, Banking, Commercial Banking, Retail Banking, CFA, Series 7, Series 63
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Accounting, Financial Markets
Colgate University 2000 — 2004
BA, Mathematical Economics, Physics
Matt Schoenfeld Matt Schoenfeld's American Century Investments Experience 1991 - 1998
Job Financial Advisor at VALIC
Industry Investment Management
Experience
VALIC February 2014 - Present
Matt Schoenfeld Consulting, LLC January 2010 - December 2014
Maranatha Christian Academy August 2013 - February 2014
Abundant Living September 2003 - February 2014
Church Development August 2008 - January 2014
American Century Investments 1991 - 1998
Skills
Stewardship, Planned Giving, Public Speaking, Strategic Planning, Writing, Editing, Video Production, Social Media, Management, Leadership, Nonprofits, Customer Service, Teaching, Training, Coaching
Education
Webster University 1996 — 1998
MA, Business
Baylor University 1985 — 1989
BA, Religion and Communications
VALIC February 2014 - Present
Matt Schoenfeld Consulting, LLC January 2010 - December 2014
Maranatha Christian Academy August 2013 - February 2014
Abundant Living September 2003 - February 2014
Church Development August 2008 - January 2014
American Century Investments 1991 - 1998
Skills
Stewardship, Planned Giving, Public Speaking, Strategic Planning, Writing, Editing, Video Production, Social Media, Management, Leadership, Nonprofits, Customer Service, Teaching, Training, Coaching
Education
Webster University 1996 — 1998
MA, Business
Baylor University 1985 — 1989
BA, Religion and Communications
Nathan Ryerson's American Century Investments Experience May 2008 - August 2011
Job Senior Account Manager at PGi
Industry Financial Services
Experience
PGi January 2012 - Present
American Century Investments May 2008 - August 2011
Prudential Financial 2007 - 2008
Platte County Citizen May 2005 - May 2006
Skills
Retirement Planning, Mutual Funds, Insurance, Fixed Annuities, Series 63, Series 6, Investment Strategies, Asset Allocation, Investments, Pensions, Marketing, Risk Management, Small Business, Separately Managed..., Sales, Customer Service, Social Media, Organization, Software Solution Sales, Journalism, Video Conferencing, Audio Conferencing
Education
Baker University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Kansas State University 2001 — 2005
Journalism, Business, Economics
PGi January 2012 - Present
American Century Investments May 2008 - August 2011
Prudential Financial 2007 - 2008
Platte County Citizen May 2005 - May 2006
Skills
Retirement Planning, Mutual Funds, Insurance, Fixed Annuities, Series 63, Series 6, Investment Strategies, Asset Allocation, Investments, Pensions, Marketing, Risk Management, Small Business, Separately Managed..., Sales, Customer Service, Social Media, Organization, Software Solution Sales, Journalism, Video Conferencing, Audio Conferencing
Education
Baker University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Kansas State University 2001 — 2005
Journalism, Business, Economics
Nick Maillet's American Century Investments Experience May 2013 - August 2013
Job Client Support Analyst at Eze Software Group
Industry Financial Services
Experience
American Century Investments May 2013 - August 2013
ESF, Inc. May 2012 - August 2012
Skills
Bloomberg, Fixed Income, Currency, Microsoft Excel, Databases, Matlab, Mutual Funds, Investments, Financial Modeling, Investment Strategies, Financial Analysis
Education
Colgate University 2010 — 2014
Economics
Strath Haven High School
American Century Investments May 2013 - August 2013
ESF, Inc. May 2012 - August 2012
Skills
Bloomberg, Fixed Income, Currency, Microsoft Excel, Databases, Matlab, Mutual Funds, Investments, Financial Modeling, Investment Strategies, Financial Analysis
Education
Colgate University 2010 — 2014
Economics
Strath Haven High School
James (Michael) Sutherland James (Michael) Sutherland's American Century Investments Experience April 1999 - April 2001
Job Personal Banker at Cadence Bank, N.A.
Industry Banking
Experience
Cadence Bank, N.A. January 2015 - Present
Navy Federal Credit Union May 2014 - January 2015
Charter Communications January 2014 - May 2014
Wells Fargo July 2001 - 2013
American Century Investments April 1999 - April 2001
Skills
Banking, Lines Of Credit, Retail Banking, Loans, Credit, Consumer Lending, Small Business Lending, Portfolio Management, Deposits, Cross Selling, Team Leadership, Process Improvement, Branch Management, Branch Banking, Commercial Banking, Mutual Funds
Education
Black Hawk College 1976 — 1978
Associate's degree, 4.0
Cadence Bank, N.A. January 2015 - Present
Navy Federal Credit Union May 2014 - January 2015
Charter Communications January 2014 - May 2014
Wells Fargo July 2001 - 2013
American Century Investments April 1999 - April 2001
Skills
Banking, Lines Of Credit, Retail Banking, Loans, Credit, Consumer Lending, Small Business Lending, Portfolio Management, Deposits, Cross Selling, Team Leadership, Process Improvement, Branch Management, Branch Banking, Commercial Banking, Mutual Funds
Education
Black Hawk College 1976 — 1978
Associate's degree, 4.0
Richard Welsh, CFA Richard Welsh, CFA's American Century Investments Experience August 1994 - June 1999
Job Principal at Liquid Capital Partners
Industry Financial Services
Experience
Merrill Lynch April 2010 - February 2011
ING Investment Management July 2003 - August 2008
Columbus Circle Investors June 2002 - May 2004
Evergreen Investments July 1999 - November 2001
American Century Investments August 1994 - June 1999
Brown Brothers Harriman July 1990 - December 1992
Skills
Capital Markets, Wealth Management, Investment Management, Financial Analysis, Investor Relations, Equity Valuation, Risk Management, Equity Research, Portfolio Management, Investor Marketing, Financial Modeling, Research Management, Financial Services, Corporate Finance, Banking, Finance
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance/Accounting
Boston University 1986 — 1990
BA, Economics, Cum Laude
The Lawrenceville School 1985 — 1986
Tabor Academy 1982 — 1985
Merrill Lynch April 2010 - February 2011
ING Investment Management July 2003 - August 2008
Columbus Circle Investors June 2002 - May 2004
Evergreen Investments July 1999 - November 2001
American Century Investments August 1994 - June 1999
Brown Brothers Harriman July 1990 - December 1992
Skills
Capital Markets, Wealth Management, Investment Management, Financial Analysis, Investor Relations, Equity Valuation, Risk Management, Equity Research, Portfolio Management, Investor Marketing, Financial Modeling, Research Management, Financial Services, Corporate Finance, Banking, Finance
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance/Accounting
Boston University 1986 — 1990
BA, Economics, Cum Laude
The Lawrenceville School 1985 — 1986
Tabor Academy 1982 — 1985
Toby Leach's American Century Investments Experience October 2005 - January 2007
Job Cintas First Aid & Safety
Industry Consumer Services
Experience
Cintas First Aid & Safety September 2015 - Present
Netchemia, a PeopleAdmin Company July 2015 - September 2015
Shred-it (formerly Cintas Document Management) May 2014 - June 2015
Cintas August 2011 - May 2014
Life Time Fitness February 2010 - August 2011
FedEx August 2009 - March 2011
JPMorgan Chase January 2007 - July 2009
American Century Investments October 2005 - January 2007
Target Corporation August 1997 - August 2005
Omaha Sports Marketing March 2003 - March 2004
Skills
Budgeting, Promotions, Research, Hiring, Customer Service, Close Attention to..., Management, Direct Sales, Budgets, Recruiting, Sales, Coaching, Cold Calling, Leadership, Process Improvement, Account Management, Strategic Planning
Education
Baker University 1998 — 2002
Bachelor of Science, Business; Business Administration
Cintas First Aid & Safety September 2015 - Present
Netchemia, a PeopleAdmin Company July 2015 - September 2015
Shred-it (formerly Cintas Document Management) May 2014 - June 2015
Cintas August 2011 - May 2014
Life Time Fitness February 2010 - August 2011
FedEx August 2009 - March 2011
JPMorgan Chase January 2007 - July 2009
American Century Investments October 2005 - January 2007
Target Corporation August 1997 - August 2005
Omaha Sports Marketing March 2003 - March 2004
Skills
Budgeting, Promotions, Research, Hiring, Customer Service, Close Attention to..., Management, Direct Sales, Budgets, Recruiting, Sales, Coaching, Cold Calling, Leadership, Process Improvement, Account Management, Strategic Planning
Education
Baker University 1998 — 2002
Bachelor of Science, Business; Business Administration
James Finnegan, CFA, RMA James Finnegan, CFA, RMA's American Century Investments Experience September 2011 - Present
Job FINANCIAL MARKETING | BUSINESS ANALYTICS
Industry Investment Management
Experience
American Century Investments September 2011 - Present
American Century Investments June 2007 - September 2011
Cusp Communications Group- Start-Up Company January 2001 - January 2007
Arthur D. Little, Inc. 1984 - 2000
Procter & Gamble 1978 - 1982
Skills
Strategic Planning, Strategic Partnerships, Strategic Analysis, Product Marketing, Small Business, Entrepreneur, International Business, Management Consulting, Chemical Engineering, Macroeconomics, Client Acquisition, Client Development, Client Retention, Key Account Management, Applied Mathematics, Behavioral Finance, Mutual Funds, Financial Analysis, Financial Modeling, Communication Written, Written Skills, Group Presentations, Sales Presentations, Common Sense, Chemical Industry, Oil and Gas Industry, Valuation, Entrepreneurship, Analysis, Strategy, Finance, Customer Acquisition, Equities, Portfolio Management, Customer Retention, Fixed Income, Business Strategy, Management
Education
Boston University 2000 — 2001
Masters of Science, Investment Management, (Honors)
Harvard Business School 1982 — 1984
Masters Degree, Business Administration
Clarkson University 1974 — 1978
Bachelors of Science Degree, Chemical Engineering
American Century Investments September 2011 - Present
American Century Investments June 2007 - September 2011
Cusp Communications Group- Start-Up Company January 2001 - January 2007
Arthur D. Little, Inc. 1984 - 2000
Procter & Gamble 1978 - 1982
Skills
Strategic Planning, Strategic Partnerships, Strategic Analysis, Product Marketing, Small Business, Entrepreneur, International Business, Management Consulting, Chemical Engineering, Macroeconomics, Client Acquisition, Client Development, Client Retention, Key Account Management, Applied Mathematics, Behavioral Finance, Mutual Funds, Financial Analysis, Financial Modeling, Communication Written, Written Skills, Group Presentations, Sales Presentations, Common Sense, Chemical Industry, Oil and Gas Industry, Valuation, Entrepreneurship, Analysis, Strategy, Finance, Customer Acquisition, Equities, Portfolio Management, Customer Retention, Fixed Income, Business Strategy, Management
Education
Boston University 2000 — 2001
Masters of Science, Investment Management, (Honors)
Harvard Business School 1982 — 1984
Masters Degree, Business Administration
Clarkson University 1974 — 1978
Bachelors of Science Degree, Chemical Engineering
Darrin Wolff, AAMS Darrin Wolff, AAMS's American Century Investments Experience August 1993 - May 1998
Job Registered Investment Advisor Aspen Wealth Management. Owner Wolff Capital Management.
Industry Financial Services
Experience
Aspen Wealth Management September 2009 - Present
Ed Jones June 1999 - September 2009
Charles Schwab June 1998 - July 1999
American Century Investments August 1993 - May 1998
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Asset Management, Portfolio Management, Investment Advisory, Investment Strategies, Retirement, Finance, Investment Management, Financial Advisory, 401k, Mutual Funds, Wealth, Asset Allocation, Wealth Management..., Leadership, Financial Planning, Management, Financial Services, Risk Management, Financial Analysis, Equities, Series 63, Securities, Alternative Investments, Fixed Income, Process Improvement, Relationship Management, Insurance, Fixed Annuities, Small Business, Strategy, Sales Management, Account Management, P&L Management, Branch Management, Branch Administration, Strategic Partnerships, Strategic Planning, Entrepreneurship
Education
University of Wisconsin-Milwaukee 1988 — 1993
Bachelor of Political Science
College for Financial Planning
AAMS
Aspen Wealth Management September 2009 - Present
Ed Jones June 1999 - September 2009
Charles Schwab June 1998 - July 1999
American Century Investments August 1993 - May 1998
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Asset Management, Portfolio Management, Investment Advisory, Investment Strategies, Retirement, Finance, Investment Management, Financial Advisory, 401k, Mutual Funds, Wealth, Asset Allocation, Wealth Management..., Leadership, Financial Planning, Management, Financial Services, Risk Management, Financial Analysis, Equities, Series 63, Securities, Alternative Investments, Fixed Income, Process Improvement, Relationship Management, Insurance, Fixed Annuities, Small Business, Strategy, Sales Management, Account Management, P&L Management, Branch Management, Branch Administration, Strategic Partnerships, Strategic Planning, Entrepreneurship
Education
University of Wisconsin-Milwaukee 1988 — 1993
Bachelor of Political Science
College for Financial Planning
AAMS
Brett Carney's American Century Investments Experience March 1993 - September 1995
Job Director of Development Regional Programs at Iowa State University Foundation
Industry Sports
Experience
Iowa State University Foundation August 2013 - Present
All-American Sports Complex December 2010 - Present
Ames High School March 2011 - August 2013
Championship Productions June 2007 - August 2011
Championship Productions June 2007 - August 2011
Drake University 2008 - 2008
Buena Vista University August 2001 - May 2007
Missouri Valley College August 2000 - August 2001
Johnson County Community College August 1996 - August 1999
American Century Investments March 1993 - September 1995
Skills
Fitness, Customer Service, Wellness, Sports, Event Management, Marketing Strategy, Sports Marketing, Sports Management, Business Development, Public Speaking, Marketing, Coaching, Social Media, Event Planning
Education
Buena Vista University 2001 — 2006
Head Coach, Track and Field / Cross Country Coach
The University of Kansas 1997 — 1998
M.S. Ed., Athletic Administration
Iowa State University 1987 — 1992
B.S., Communications and Public Relations
Ames High School 1985 — 1987
Iowa State University Foundation August 2013 - Present
All-American Sports Complex December 2010 - Present
Ames High School March 2011 - August 2013
Championship Productions June 2007 - August 2011
Championship Productions June 2007 - August 2011
Drake University 2008 - 2008
Buena Vista University August 2001 - May 2007
Missouri Valley College August 2000 - August 2001
Johnson County Community College August 1996 - August 1999
American Century Investments March 1993 - September 1995
Skills
Fitness, Customer Service, Wellness, Sports, Event Management, Marketing Strategy, Sports Marketing, Sports Management, Business Development, Public Speaking, Marketing, Coaching, Social Media, Event Planning
Education
Buena Vista University 2001 — 2006
Head Coach, Track and Field / Cross Country Coach
The University of Kansas 1997 — 1998
M.S. Ed., Athletic Administration
Iowa State University 1987 — 1992
B.S., Communications and Public Relations
Ames High School 1985 — 1987
Kathleen Fraser Kathleen Fraser's American Century Investments Experience February 2006 - March 2008
Job Development Associate at SunEdison
Industry Utilities
Experience
SunEdison June 2015 - Present
Pacific Gas and Electric Company May 2013 - April 2015
Pacific Gas and Electric Company August 2012 - April 2013
Duke University August 2010 - May 2012
Southeast Energy Efficiency Alliance May 2011 - September 2011
Cycles of Change June 2010 - August 2010
Peace Corps Panama April 2008 - June 2010
American Century Investments February 2006 - March 2008
Skills
Energy, Sustainability, Energy Efficiency, Energy Policy, International..., Sustainable Development, Environmental Policy, Leadership, Renewable Energy, Water, Policy Analysis, Grant Writing, Project Management, Management, Environmental Awareness, Program Evaluation, Environmental Education, Sustainable Energy
Education
Duke University 2010 — 2012
Master Environmental Management, Energy and Environment
College of Charleston
Bachelor's degree, International Business and Spanish
SunEdison June 2015 - Present
Pacific Gas and Electric Company May 2013 - April 2015
Pacific Gas and Electric Company August 2012 - April 2013
Duke University August 2010 - May 2012
Southeast Energy Efficiency Alliance May 2011 - September 2011
Cycles of Change June 2010 - August 2010
Peace Corps Panama April 2008 - June 2010
American Century Investments February 2006 - March 2008
Skills
Energy, Sustainability, Energy Efficiency, Energy Policy, International..., Sustainable Development, Environmental Policy, Leadership, Renewable Energy, Water, Policy Analysis, Grant Writing, Project Management, Management, Environmental Awareness, Program Evaluation, Environmental Education, Sustainable Energy
Education
Duke University 2010 — 2012
Master Environmental Management, Energy and Environment
College of Charleston
Bachelor's degree, International Business and Spanish
Courtney Broderick Courtney Broderick's American Century Investments Experience February 2007 - March 2008
Job Executive Assistant to VP of Educational Services at ACCEL
Industry Executive Office
Experience
ACCEL July 2014 - Present
Lennar October 2013 - July 2014
Metropolitan home mortgage April 2012 - August 2013
Mark IV Capital March 2008 - November 2009
American Century Investments February 2007 - March 2008
NationPoint February 2004 - December 2006
Skills
Sales, Management, Customer Service, Microsoft Office, Outlook, Leadership, Training, Banking, Strategic Planning, Project Management
Education
California State University-Fullerton 2002 — 2004
Bachlor of Arts, Liberal Arts and Sciences/Liberal Studies
ACCEL July 2014 - Present
Lennar October 2013 - July 2014
Metropolitan home mortgage April 2012 - August 2013
Mark IV Capital March 2008 - November 2009
American Century Investments February 2007 - March 2008
NationPoint February 2004 - December 2006
Skills
Sales, Management, Customer Service, Microsoft Office, Outlook, Leadership, Training, Banking, Strategic Planning, Project Management
Education
California State University-Fullerton 2002 — 2004
Bachlor of Arts, Liberal Arts and Sciences/Liberal Studies
Tyler Stack, MBA's American Century Investments Experience August 2014 - Present
Job Business Support Specialist at American Century Investments
Industry Financial Services
Experience
American Century Investments August 2014 - Present
American Century Investments September 2011 - July 2014
American Century Investments February 2010 - September 2011
Skills
Investments, Financial Analysis, Series 7, Series 63, Equities, Trading, Customer Service, Customer Experience, Customer Acquisition, Stock Market, Economics, Online Research, Financial Markets, Insurance, Asset Allocation, Analysis, Banking, Bonds, Mutual Funds
Education
Baker University 2009 — 2012
Master's degree, Business Administration with a concentration in Finance
Kansas State University 1998 — 2003
Bachelor's Degree, Hotel and Restaurant Management
American Century Investments August 2014 - Present
American Century Investments September 2011 - July 2014
American Century Investments February 2010 - September 2011
Skills
Investments, Financial Analysis, Series 7, Series 63, Equities, Trading, Customer Service, Customer Experience, Customer Acquisition, Stock Market, Economics, Online Research, Financial Markets, Insurance, Asset Allocation, Analysis, Banking, Bonds, Mutual Funds
Education
Baker University 2009 — 2012
Master's degree, Business Administration with a concentration in Finance
Kansas State University 1998 — 2003
Bachelor's Degree, Hotel and Restaurant Management
Zachariah Ewing's American Century Investments Experience May 2013 - August 2013
Job Technology Consultant at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation August 2014 - Present
Cerner Corporation May 2014 - August 2014
Northwest Missouri State University April 2013 - April 2014
Northwest Missouri State University October 2011 - April 2014
American Century Investments May 2013 - August 2013
American Century Investments May 2012 - August 2012
Regal Cinemas December 2009 - May 2011
Jack in the Box October 2007 - March 2010
Skills
Microsoft Office, Time Management, Computer Hardware, Leadership, Windows, Windows 7, Databases, Networking, Customer Service, Microsoft Word, Java, Teamwork, Computer Maintenance, Troubleshooting, SQL, HTML, MySQL, Microsoft SQL Server, Computer Network..., Communication Skills, Positive Personality, Cascade Server, Outlook, Software Installation, Hardware Installation, Written & Oral..., Windows & Mac operating..., Software Documentation, Project Management, Editing, Analysis, OS X, Dreamweaver, Network Administration, Access, System Administration, Team Leadership, Consulting, Healthcare Information..., Technology Integration, Knowledge Transfer, Technical Support, LDAP, Nuance, Multiple Project..., Client Presentation, Client Relations, SQL Server Management..., Windows Server, Cerner
Education
Baker University 2015 — 2017
Master’s Degree
Northwest Missouri State University 2010 — 2014
Bachelor of Science
Cerner Corporation August 2014 - Present
Cerner Corporation May 2014 - August 2014
Northwest Missouri State University April 2013 - April 2014
Northwest Missouri State University October 2011 - April 2014
American Century Investments May 2013 - August 2013
American Century Investments May 2012 - August 2012
Regal Cinemas December 2009 - May 2011
Jack in the Box October 2007 - March 2010
Skills
Microsoft Office, Time Management, Computer Hardware, Leadership, Windows, Windows 7, Databases, Networking, Customer Service, Microsoft Word, Java, Teamwork, Computer Maintenance, Troubleshooting, SQL, HTML, MySQL, Microsoft SQL Server, Computer Network..., Communication Skills, Positive Personality, Cascade Server, Outlook, Software Installation, Hardware Installation, Written & Oral..., Windows & Mac operating..., Software Documentation, Project Management, Editing, Analysis, OS X, Dreamweaver, Network Administration, Access, System Administration, Team Leadership, Consulting, Healthcare Information..., Technology Integration, Knowledge Transfer, Technical Support, LDAP, Nuance, Multiple Project..., Client Presentation, Client Relations, SQL Server Management..., Windows Server, Cerner
Education
Baker University 2015 — 2017
Master’s Degree
Northwest Missouri State University 2010 — 2014
Bachelor of Science
Joe D'Agostino Joe D'Agostino's American Century Investments Experience 2012 - 2015
Job Partner and Chief Operating Officer at WestEnd Advisors, LLC
Industry Financial Services
Experience
American Century Investments® 2012 - 2015
Morgan Stanley Wealth Management 2007 - 2012
Citi Smith Barney 2005 - 2007
Smith Barney 1994 - 2005
Smith Barney Shearson 1992 - 1994
Shearson Lehman Hutton 1990 - 1992
Shearson Lehman Brothers 1987 - 1990
The Robinson-Humphrey Company, a Division of Shearson American Express 1984 - 1987
The Coca-Cola Company 1983 - 1984
Manufacturers Hanover Trust 1979 - 1981
Skills
Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Equities, ETFs, Asset Allocation, Financial Services, Investment Management, Portfolio Management, Insurance, Team Leadership, Strategy, Fixed Income, Closed-end Funds, Hedge Funds, Unit Investment Trusts, Fixed Annuities, Recruiting, Selecting..., Annuities, UITs
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Marketing and Finance
College of the Holy Cross 1975 — 1979
BA, Philosophy and Economics
American Century Investments® 2012 - 2015
Morgan Stanley Wealth Management 2007 - 2012
Citi Smith Barney 2005 - 2007
Smith Barney 1994 - 2005
Smith Barney Shearson 1992 - 1994
Shearson Lehman Hutton 1990 - 1992
Shearson Lehman Brothers 1987 - 1990
The Robinson-Humphrey Company, a Division of Shearson American Express 1984 - 1987
The Coca-Cola Company 1983 - 1984
Manufacturers Hanover Trust 1979 - 1981
Skills
Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Equities, ETFs, Asset Allocation, Financial Services, Investment Management, Portfolio Management, Insurance, Team Leadership, Strategy, Fixed Income, Closed-end Funds, Hedge Funds, Unit Investment Trusts, Fixed Annuities, Recruiting, Selecting..., Annuities, UITs
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Marketing and Finance
College of the Holy Cross 1975 — 1979
BA, Philosophy and Economics
Corey O'Neal's American Century Investments Experience May 2006 - August 2006
Job Product And Customer Advocate
Industry Internet
Experience
Deloitte Digital July 2008 - June 2013
CIMBA January 2007 - July 2008
American Century Investments May 2006 - August 2006
Skills
E-commerce, Business Process, Scrum, Strategy, SQL, HTML, Databases, Management, Consulting, Leadership, Web Design, Project Management, Functional Design, Retail, Requirements Gathering, Management Consulting, Multi-channel Retail, Business Analysis, Omniture, CRM, Functional..., Product Development, Mobile Commerce, Mobile Strategy, Online Retail, User Stories, Google Analytics, Certified Scrum Master..., Atlassian JIRA, Analytics, Agile Methodologies, Program Management, Enterprise Software, Design Strategy, Product Requirements, Design Thinking
Education
California College of the Arts 2013 — 2015
Master of Business Administration (MBA)
University of Kansas 2004 — 2008
BS
Deloitte Digital July 2008 - June 2013
CIMBA January 2007 - July 2008
American Century Investments May 2006 - August 2006
Skills
E-commerce, Business Process, Scrum, Strategy, SQL, HTML, Databases, Management, Consulting, Leadership, Web Design, Project Management, Functional Design, Retail, Requirements Gathering, Management Consulting, Multi-channel Retail, Business Analysis, Omniture, CRM, Functional..., Product Development, Mobile Commerce, Mobile Strategy, Online Retail, User Stories, Google Analytics, Certified Scrum Master..., Atlassian JIRA, Analytics, Agile Methodologies, Program Management, Enterprise Software, Design Strategy, Product Requirements, Design Thinking
Education
California College of the Arts 2013 — 2015
Master of Business Administration (MBA)
University of Kansas 2004 — 2008
BS
Bart Wyrick Bart Wyrick's American Century Investments Experience
Job Senior Investment Analyst at American Century Investments
Industry Investment Management
Experience
American Century Investments
Education
University of Chicago Graduate School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
Baylor Law School 1988 — 1991
Doctor of Law (JD)
Texas Christian University 1985 — 1988
Bachelor of Arts (BA), Political Science
American Century Investments
Education
University of Chicago Graduate School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
Baylor Law School 1988 — 1991
Doctor of Law (JD)
Texas Christian University 1985 — 1988
Bachelor of Arts (BA), Political Science
Joshua Margulies Joshua Margulies's American Century Investments Experience November 1995 - April 1997
Job Head of Investment Operations at Nipun Capital, L.P.
Industry Financial Services
Experience
Nipun Capital, L.P. June 2013 - Present
Nipun Capital, L.P. September 2012 - June 2013
BlackRock 2009 - January 2012
Barclays Global Investors 1997 - 2009
American Century Investments November 1995 - April 1997
American Century 1995 - 1997
Barra June 1991 - November 1995
Lexecon October 1988 - January 1991
Education
The London School of Economics and Political Science (LSE) 1987 — 1988
M.Sc., Economics
Brandeis University 1983 — 1987
B.A., Economics
Solomon Schechter
Nipun Capital, L.P. June 2013 - Present
Nipun Capital, L.P. September 2012 - June 2013
BlackRock 2009 - January 2012
Barclays Global Investors 1997 - 2009
American Century Investments November 1995 - April 1997
American Century 1995 - 1997
Barra June 1991 - November 1995
Lexecon October 1988 - January 1991
Education
The London School of Economics and Political Science (LSE) 1987 — 1988
M.Sc., Economics
Brandeis University 1983 — 1987
B.A., Economics
Solomon Schechter
Srinivas/Rao Sunkara's American Century Investments Experience September 2008 - Present
Job Investment Management IT Advisor at American Century Investments
Industry Investment Management
Experience
American Century Investments September 2008 - Present
Skills
Fixed Income, Bloomberg, Investment Management, Trading Systems, XML, Trading, Quantitative Research, FX Options, Equities, Electronic Trading, Hadoop, Fixed Income Technology, Securities, SDLC, Barclays Point, Mutual Funds, Market Data, Bloomberg AIM, Capital Markets, UML, Application Architecture, Bonds, Equity Trading, J2EE Application..., Enterprise Architecture, Hedge Funds, Derivatives, Equity Research, Financial Services, Portfolio Management, Options, Investment Banking, FX Trading, Bond Markets, Electronic Trading..., Investments, Portfolio Optimization, Asset Management, Asset Allocation, Alternative Investments, Risk Management, SOA, Financial Markets, Quantitative Analytics, Series 7, Investment Strategies, ETFs, Emerging Markets, Big Data Analytics, Hive
Education
San Jose State University 2003 — 2005
M.S.
Bangalore University 1992 — 1997
B.E.
American Century Investments September 2008 - Present
Skills
Fixed Income, Bloomberg, Investment Management, Trading Systems, XML, Trading, Quantitative Research, FX Options, Equities, Electronic Trading, Hadoop, Fixed Income Technology, Securities, SDLC, Barclays Point, Mutual Funds, Market Data, Bloomberg AIM, Capital Markets, UML, Application Architecture, Bonds, Equity Trading, J2EE Application..., Enterprise Architecture, Hedge Funds, Derivatives, Equity Research, Financial Services, Portfolio Management, Options, Investment Banking, FX Trading, Bond Markets, Electronic Trading..., Investments, Portfolio Optimization, Asset Management, Asset Allocation, Alternative Investments, Risk Management, SOA, Financial Markets, Quantitative Analytics, Series 7, Investment Strategies, ETFs, Emerging Markets, Big Data Analytics, Hive
Education
San Jose State University 2003 — 2005
M.S.
Bangalore University 1992 — 1997
B.E.
Erin Goff Lambert Erin Goff Lambert's American Century Investments Experience July 2010 - Present
Job Senior Marketing Strategist at Burns & McDonnell
Industry Marketing and Advertising
Experience
Burns & McDonnell September 2015 - Present
American Century Investments July 2010 - Present
Junior League of Kansas City, Missouri November 2013 - December 2014
American Century Investments July 2009 - July 2010
American Century Investments November 2007 - July 2009
Bernstein-Rein Advertising July 2007 - November 2007
Boasberg Wheeler Communications May 2005 - June 2007
Skills
Integrated Marketing, Marketing Communications, Email Marketing, Microsoft Office, Marketing Strategy, Graphic Design, Business Development, Management, Social Media, Digital Marketing, Strategic Communications, Event Planning, Corporate Events, Event Management, Events, Program Management, Online Advertising, Advertising, Marketing Management, Marketing, Leadership, Sales Management, Direct Mail, Direct Marketing, Public Relations, Social Media Marketing, Brand Management, Strategic Planning, Account Management
Education
The University of Kansas 2007 — 2010
Masters of Science in Journalism, Integrated Marketing Communications
Baylor University 2001 — 2005
Bachelor of Science, Journalism / Public Relations
Burns & McDonnell September 2015 - Present
American Century Investments July 2010 - Present
Junior League of Kansas City, Missouri November 2013 - December 2014
American Century Investments July 2009 - July 2010
American Century Investments November 2007 - July 2009
Bernstein-Rein Advertising July 2007 - November 2007
Boasberg Wheeler Communications May 2005 - June 2007
Skills
Integrated Marketing, Marketing Communications, Email Marketing, Microsoft Office, Marketing Strategy, Graphic Design, Business Development, Management, Social Media, Digital Marketing, Strategic Communications, Event Planning, Corporate Events, Event Management, Events, Program Management, Online Advertising, Advertising, Marketing Management, Marketing, Leadership, Sales Management, Direct Mail, Direct Marketing, Public Relations, Social Media Marketing, Brand Management, Strategic Planning, Account Management
Education
The University of Kansas 2007 — 2010
Masters of Science in Journalism, Integrated Marketing Communications
Baylor University 2001 — 2005
Bachelor of Science, Journalism / Public Relations
Michael Difley, CFA Michael Difley, CFA's American Century Investments Experience November 2001 - September 2010
Job Managing Director at Pacific Life
Industry Investment Management
Experience
Pacific Life September 2011 - Present
American Century Investments November 2001 - September 2010
American Century Investments July 1996 - October 2001
Wells Fargo Bank January 1995 - June 1996
First Interstate Bank (acquired by Wells Fargo) January 1991 - December 1994
Skills
Fixed Income, Capital Markets, Credit Analysis, Portfolio Management, Fixed Income Trading, High Yield, Basic Materials, Capital Goods, Industrials, Chemicals, Forest Products, Gaming, Metals, Bloomberg, Industrial Sector, Investments, Equities, Trading, Mutual Funds, Investment Management, Bonds, Investment Strategies, Asset Management, Securities
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration, Finance Concentration
Pacific Life September 2011 - Present
American Century Investments November 2001 - September 2010
American Century Investments July 1996 - October 2001
Wells Fargo Bank January 1995 - June 1996
First Interstate Bank (acquired by Wells Fargo) January 1991 - December 1994
Skills
Fixed Income, Capital Markets, Credit Analysis, Portfolio Management, Fixed Income Trading, High Yield, Basic Materials, Capital Goods, Industrials, Chemicals, Forest Products, Gaming, Metals, Bloomberg, Industrial Sector, Investments, Equities, Trading, Mutual Funds, Investment Management, Bonds, Investment Strategies, Asset Management, Securities
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration, Finance Concentration
Joseph D. Wright, CSM Joseph D. Wright, CSM's American Century Investments Experience February 2014 - Present
Job Fixed Income Platforms Developer at American Century Investments
Industry Investment Management
Experience
American Century Investments February 2014 - Present
American Century Investments August 2012 - January 2014
American Century Investments November 2009 - August 2012
Kansas City Rowing Club January 2009 - December 2009
American Century Investments May 2006 - November 2009
Skills
Investment Management, Portfolio Management, Fixed Income, Integration, Java, Spring Boot, Jackson, Microservices, Swagger.io, Bloomberg AIM, Tableau, JPA, REST Web Services, Enterprise Architecture, Independent Thinking, Asset Management, IT Strategy, JAXB, Maven, Agile Methodologies, Business Strategy, Business Analysis, FX Connect, Vendor Management, SharePoint, Project Management, Market Data, Bloomberg, Trading Systems, Mutual Funds, Business Intelligence, SDLC, Business Process..., Relationship Management, End User Training, Microsoft SQL Server, Visio, Process Improvement, Asset Managment, Database Design, SQL, Change Management, User Acceptance Testing, Application Architecture, Requirements Gathering, Electronic Trading, Hands-on Training, Mobile Application..., TeamForge, Spring Integration
Education
Iowa State University 2001 — 2006
B.S, Management Information Systems
CIMBA 2005 — 2005
Undergraduate International Business Study Abroad Program, Italian & Western European Studies
American Century Investments February 2014 - Present
American Century Investments August 2012 - January 2014
American Century Investments November 2009 - August 2012
Kansas City Rowing Club January 2009 - December 2009
American Century Investments May 2006 - November 2009
Skills
Investment Management, Portfolio Management, Fixed Income, Integration, Java, Spring Boot, Jackson, Microservices, Swagger.io, Bloomberg AIM, Tableau, JPA, REST Web Services, Enterprise Architecture, Independent Thinking, Asset Management, IT Strategy, JAXB, Maven, Agile Methodologies, Business Strategy, Business Analysis, FX Connect, Vendor Management, SharePoint, Project Management, Market Data, Bloomberg, Trading Systems, Mutual Funds, Business Intelligence, SDLC, Business Process..., Relationship Management, End User Training, Microsoft SQL Server, Visio, Process Improvement, Asset Managment, Database Design, SQL, Change Management, User Acceptance Testing, Application Architecture, Requirements Gathering, Electronic Trading, Hands-on Training, Mobile Application..., TeamForge, Spring Integration
Education
Iowa State University 2001 — 2006
B.S, Management Information Systems
CIMBA 2005 — 2005
Undergraduate International Business Study Abroad Program, Italian & Western European Studies
Lisa Huang's American Century Investments Experience May 2014 - August 2014
Job Incoming Tech Consulting Associate at PwC
Industry Higher Education
Experience
Boston College August 2013 - Present
PwC June 2015 - August 2015
American Century Investments May 2014 - August 2014
Consult Your Community August 2013 - May 2014
Summit Tutoring Center June 2013 - August 2013
EPM Solutions January 2013 - August 2013
EDUexpress November 2011 - August 2012
Elite Educational Institute June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Word, Leadership, Project Management, Microsoft Office, Public Speaking, Facebook, Python, Social Media, Editing, Photoshop, Sony Vegas, SQL
Education
Boston College 2012 — 2016
Bachelor of Science (B.S.), Management
Boston College - Wallace E. Carroll School of Management 2012 — 2016
Bachelor of Science (BS), Finance and Information Systems
Sogang University 2014 — 2014
Bachelor's Degree, Business
California High School 2008 — 2012
Boston College August 2013 - Present
PwC June 2015 - August 2015
American Century Investments May 2014 - August 2014
Consult Your Community August 2013 - May 2014
Summit Tutoring Center June 2013 - August 2013
EPM Solutions January 2013 - August 2013
EDUexpress November 2011 - August 2012
Elite Educational Institute June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Word, Leadership, Project Management, Microsoft Office, Public Speaking, Facebook, Python, Social Media, Editing, Photoshop, Sony Vegas, SQL
Education
Boston College 2012 — 2016
Bachelor of Science (B.S.), Management
Boston College - Wallace E. Carroll School of Management 2012 — 2016
Bachelor of Science (BS), Finance and Information Systems
Sogang University 2014 — 2014
Bachelor's Degree, Business
California High School 2008 — 2012
Angela Gardner Angela Gardner's American Century Investments Experience June 2000 - December 2006
Job Bookkeeper & Cost Accountant at The EMS Group
Industry Financial Services
Experience
DirectBuy, Inc. February 2015 - Present
EMS Group July 2012 - June 2014
Platte County R-3 School District November 2009 - August 2012
C2C Resources March 2009 - October 2009
Mimi's Cafe February 2007 - April 2009
American Century Investments June 2000 - December 2006
Metropolitan Community Colleges Foundation September 1998 - May 2000
Skills
Budgets, Customer Service, Financial Analysis, Vendor Management, Microsoft Office, Project Management, Account Management, Accounts Receivable, General Ledger, Invoicing, Accounts Payable, Account Reconciliation, Microsoft Dynamics, Microsoft Excel, Business Development, Project Planning, PowerPoint, Restaurant Management, Troubleshooting, Financials, Crystal Reports, Market Data, Event Planning, Month End Close, QuickBooks, Google Apps, Management, Team Building, Public Speaking, Microsoft Word, Budgeting, Analysis, Accounting, Payroll, Problem Solving
Education
University of Phoenix 2005 — 2007
Master of Business Administration (MBA), Business Administration, 3.97
Central Methodist University-College of Liberal Arts & Sciences 1994 — 1998
Bachelor of Science (B.S.), Management, 3.65
DirectBuy, Inc. February 2015 - Present
EMS Group July 2012 - June 2014
Platte County R-3 School District November 2009 - August 2012
C2C Resources March 2009 - October 2009
Mimi's Cafe February 2007 - April 2009
American Century Investments June 2000 - December 2006
Metropolitan Community Colleges Foundation September 1998 - May 2000
Skills
Budgets, Customer Service, Financial Analysis, Vendor Management, Microsoft Office, Project Management, Account Management, Accounts Receivable, General Ledger, Invoicing, Accounts Payable, Account Reconciliation, Microsoft Dynamics, Microsoft Excel, Business Development, Project Planning, PowerPoint, Restaurant Management, Troubleshooting, Financials, Crystal Reports, Market Data, Event Planning, Month End Close, QuickBooks, Google Apps, Management, Team Building, Public Speaking, Microsoft Word, Budgeting, Analysis, Accounting, Payroll, Problem Solving
Education
University of Phoenix 2005 — 2007
Master of Business Administration (MBA), Business Administration, 3.97
Central Methodist University-College of Liberal Arts & Sciences 1994 — 1998
Bachelor of Science (B.S.), Management, 3.65
Lynn Brownlee Lynn Brownlee's American Century Investments Experience January 1998 - June 2001
Job Internet Solutions Manager
Industry Financial Services
Experience
Capital Group October 2008 - March 2013
JPMorgan RPS 2007 - 2008
JPMorgan Retirement Plan Services August 2003 - September 2007
JPMorgan June 2001 - August 2003
American Century Investments January 1998 - June 2001
American Century Investments August 1991 - January 1998
Sprint May 1989 - August 1991
Fort Hays State University October 1986 - May 1989
Skills
Strategic Planning, Organizational Structure, Employee Engagement, Business Alignment, Creative Solutions, Business Analysis, Requirements Analysis, Vendor Management, Agile Methodolgy, RUP Methodologies, Application Architecture, Risk Management, Budget Estimating, OOAD, Integration Planning, Associate Development, Mutual Funds, SDLC, Analysis, Integration, Agile Methodologies, IT Strategy, Information Technology, Visio, Business Development, Investments, Disaster Recovery, Mergers & Acquisitions, Governance, Executive Management, Enterprise Architecture, PMO, Requirements Gathering, Business Process..., Leadership, Business Intelligence, Project Portfolio..., IT Management, Business Process, Process Improvement, Portfolio Management, PMP, Software Project..., Data Warehousing, Outsourcing, Program Management, Agile Project Management, Business Continuity, Strategy, Financial Services
Education
Bethany College 1982 — 1986
BA, Computer Science
Capital Group October 2008 - March 2013
JPMorgan RPS 2007 - 2008
JPMorgan Retirement Plan Services August 2003 - September 2007
JPMorgan June 2001 - August 2003
American Century Investments January 1998 - June 2001
American Century Investments August 1991 - January 1998
Sprint May 1989 - August 1991
Fort Hays State University October 1986 - May 1989
Skills
Strategic Planning, Organizational Structure, Employee Engagement, Business Alignment, Creative Solutions, Business Analysis, Requirements Analysis, Vendor Management, Agile Methodolgy, RUP Methodologies, Application Architecture, Risk Management, Budget Estimating, OOAD, Integration Planning, Associate Development, Mutual Funds, SDLC, Analysis, Integration, Agile Methodologies, IT Strategy, Information Technology, Visio, Business Development, Investments, Disaster Recovery, Mergers & Acquisitions, Governance, Executive Management, Enterprise Architecture, PMO, Requirements Gathering, Business Process..., Leadership, Business Intelligence, Project Portfolio..., IT Management, Business Process, Process Improvement, Portfolio Management, PMP, Software Project..., Data Warehousing, Outsourcing, Program Management, Agile Project Management, Business Continuity, Strategy, Financial Services
Education
Bethany College 1982 — 1986
BA, Computer Science
Jon Keeling Jon Keeling's American Century Investments Experience December 2006 - January 2012
Job Financial Technology Consultant & Owner/Instructor at Silicon Valley Karate, LLC
Industry Investment Management
Experience
San Jose State University January 2014 - Present
Silicon Valley Karate 1997 - Present
Franklin Templeton Investments June 2012 - December 2012
American Century Investments December 2006 - January 2012
Bloomberg March 2000 - December 2006
Salomon Smith Barney January 1999 - March 2000
Lehman Brothers August 1994 - June 1997
Morgan Stanley August 1992 - August 1994
Skills
Fixed Income, Trading, Options, Electronic Trading, Trading Systems, Bloomberg, Portfolio Management, Financial Markets, Bonds, Series 7, Capital Markets, Hedge Funds, Financial Services, Equities, Mutual Funds, Investment Management, Market Data, Vendor Management, Derivatives, Securities, Equity Trading, Alternative Investments, Investments, FX trading, Investment Advisory, Equity Research, Bloomberg Terminal, Risk Management, Asset Management, Asset Allocation, Portfolio Optimization, Series 63, ETFs, Investment Strategies, FINRA, Technical Analysis, Emerging Markets, FX Options, Commodity
Education
Fresno Pacific University 2014 — 2015
Master's Degree, Kinesiology and Exercise Science
University of California, Santa Cruz 1990 — 1991
BA, Economics
Cabrillo College 1989 — 1989
Stony Brook University 1988 — 1989
Newtown High School 1981 — 1985
San Jose State University January 2014 - Present
Silicon Valley Karate 1997 - Present
Franklin Templeton Investments June 2012 - December 2012
American Century Investments December 2006 - January 2012
Bloomberg March 2000 - December 2006
Salomon Smith Barney January 1999 - March 2000
Lehman Brothers August 1994 - June 1997
Morgan Stanley August 1992 - August 1994
Skills
Fixed Income, Trading, Options, Electronic Trading, Trading Systems, Bloomberg, Portfolio Management, Financial Markets, Bonds, Series 7, Capital Markets, Hedge Funds, Financial Services, Equities, Mutual Funds, Investment Management, Market Data, Vendor Management, Derivatives, Securities, Equity Trading, Alternative Investments, Investments, FX trading, Investment Advisory, Equity Research, Bloomberg Terminal, Risk Management, Asset Management, Asset Allocation, Portfolio Optimization, Series 63, ETFs, Investment Strategies, FINRA, Technical Analysis, Emerging Markets, FX Options, Commodity
Education
Fresno Pacific University 2014 — 2015
Master's Degree, Kinesiology and Exercise Science
University of California, Santa Cruz 1990 — 1991
BA, Economics
Cabrillo College 1989 — 1989
Stony Brook University 1988 — 1989
Newtown High School 1981 — 1985
Nic Gordon, CFP® Nic Gordon, CFP®'s American Century Investments Experience August 2011 - May 2015
Job Financial Planner at Robert Gordon & Associates, Inc.
Industry Investment Management
Experience
Robert Gordon & Associates, Inc. May 2015 - Present
American Century Investments August 2011 - May 2015
Community America Credit Union June 2010 - July 2011
Bank of America May 2009 - May 2010
Heartland Credit Union - Springfield, IL May 2007 - January 2009
Lake Springfield Marina April 1996 - August 2005
Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Financial Planning, Asset Allocation, Financial Services, Finance, Financial Analysis, Retirement Planning, Wealth Management
Education
College for Financial Planning 2013 — 2016
Master of Science (M.S.), Personal Financial Planning
University of Missouri-Columbia 2005 — 2009
Bachelor's degree, Business Management
Robert Gordon & Associates, Inc. May 2015 - Present
American Century Investments August 2011 - May 2015
Community America Credit Union June 2010 - July 2011
Bank of America May 2009 - May 2010
Heartland Credit Union - Springfield, IL May 2007 - January 2009
Lake Springfield Marina April 1996 - August 2005
Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Financial Planning, Asset Allocation, Financial Services, Finance, Financial Analysis, Retirement Planning, Wealth Management
Education
College for Financial Planning 2013 — 2016
Master of Science (M.S.), Personal Financial Planning
University of Missouri-Columbia 2005 — 2009
Bachelor's degree, Business Management
Jane Ackerman's American Century Investments Experience April 1996 - July 2005
Job Global Head of Brand and Integrated Marketing
Industry Financial Services
Experience
Broadridge May 2015 - Present
J.P. Morgan Asset Management May 2012 - April 2015
J.P. Morgan Asset Management July 2011 - April 2012
J.P. Morgan Asset Management October 2009 - June 2011
J.P. Morgan Asset Management July 2007 - September 2009
AllianceBernstein Investments July 2005 - June 2007
American Century Investments April 1996 - July 2005
OppenheimerFunds August 1992 - March 1996
Grey Direct March 1990 - July 1992
Skills
Digital Marketing, Marketing Strategy, Direct Marketing, Corporate Communications, Brand Management, Social Media, Advertising, B2B Marketing, Marketing Research, Content Strategy, Public Relations, Sponsorship, Team Building, Integrated Marketing, Marketing Communications, Digital Strategy, Email Marketing, Online Advertising, Social Media Marketing, Financial Services, Leadership, Strategy, Marketing, Management, Brand Development
Education
Colgate University 1984 — 1988
BA, English
Broadridge May 2015 - Present
J.P. Morgan Asset Management May 2012 - April 2015
J.P. Morgan Asset Management July 2011 - April 2012
J.P. Morgan Asset Management October 2009 - June 2011
J.P. Morgan Asset Management July 2007 - September 2009
AllianceBernstein Investments July 2005 - June 2007
American Century Investments April 1996 - July 2005
OppenheimerFunds August 1992 - March 1996
Grey Direct March 1990 - July 1992
Skills
Digital Marketing, Marketing Strategy, Direct Marketing, Corporate Communications, Brand Management, Social Media, Advertising, B2B Marketing, Marketing Research, Content Strategy, Public Relations, Sponsorship, Team Building, Integrated Marketing, Marketing Communications, Digital Strategy, Email Marketing, Online Advertising, Social Media Marketing, Financial Services, Leadership, Strategy, Marketing, Management, Brand Development
Education
Colgate University 1984 — 1988
BA, English
Vicki Douglass's American Century Investments Experience May 1999 - April 2003
Job Director, Marketing Communications at Structural Integrity
Industry Marketing and Advertising
Experience
Structural Integrity Associates, Inc. August 2009 - Present
PlayPower, Inc. June 2005 - December 2008
Children International April 2003 - June 2005
American Century Investments May 1999 - April 2003
Gateway March 1993 - May 1999
Skills
Integrated Marketing, Direct Marketing, Database Marketing, Email Marketing, Marketing Strategy, Marketing Communications, SEM, Segmentation, Online Advertising, Web Analytics, Competitive Analysis, Marketing, Project Management, Strategic Planning, SEO, Copywriting, Analytics, Social Media Marketing, Brand Management, Social Media, Product Management, Management, Brand Development, Advertising, Corporate Communications, CRM, B2B, Business Planning, Internal Communications, Marketing Management, Sales, Trade Shows, Training, Strategy, Leadership
Education
Briar Cliff University 1989 — 1993
Bachelor of Arts
Structural Integrity Associates, Inc. August 2009 - Present
PlayPower, Inc. June 2005 - December 2008
Children International April 2003 - June 2005
American Century Investments May 1999 - April 2003
Gateway March 1993 - May 1999
Skills
Integrated Marketing, Direct Marketing, Database Marketing, Email Marketing, Marketing Strategy, Marketing Communications, SEM, Segmentation, Online Advertising, Web Analytics, Competitive Analysis, Marketing, Project Management, Strategic Planning, SEO, Copywriting, Analytics, Social Media Marketing, Brand Management, Social Media, Product Management, Management, Brand Development, Advertising, Corporate Communications, CRM, B2B, Business Planning, Internal Communications, Marketing Management, Sales, Trade Shows, Training, Strategy, Leadership
Education
Briar Cliff University 1989 — 1993
Bachelor of Arts
Ed Caseres's American Century Investments Experience September 2004 - August 2005
Job Senior Solutions Manager: Vitech Systems Group
Industry Information Technology and Services
Experience
Vitech Systems Group September 2009 - Present
TD Ameritrade July 2009 - September 2009
Sapient October 2006 - December 2008
J.P. Morgan Retirement Plan Services August 2005 - October 2006
American Century Investments September 2004 - August 2005
Sphere Technology June 2003 - August 2004
Sprint May 1998 - May 2003
PacifiCare Health Systems 1990 - 1998
Skills
Program Management, Vendor Management, PMP, Requirements Analysis, Project Management, Project Planning, Budgets, SDLC, PMO, Business Analysis, Software Project..., Process Improvement, Business Process..., Project Portfolio..., Integration, Requirements Gathering, Consulting, Outsourcing, Telecommunications, Strategy, Cross-functional Team..., Management, Enterprise Software, Leadership, Risk Management, Testing, Business Process, Team Building, IT Strategy, CRM, Information Technology, Resource Management
Education
California State University-Long Beach 1979 — 1984
MBA
Claremont McKenna College 1974 — 1978
BA
Vitech Systems Group September 2009 - Present
TD Ameritrade July 2009 - September 2009
Sapient October 2006 - December 2008
J.P. Morgan Retirement Plan Services August 2005 - October 2006
American Century Investments September 2004 - August 2005
Sphere Technology June 2003 - August 2004
Sprint May 1998 - May 2003
PacifiCare Health Systems 1990 - 1998
Skills
Program Management, Vendor Management, PMP, Requirements Analysis, Project Management, Project Planning, Budgets, SDLC, PMO, Business Analysis, Software Project..., Process Improvement, Business Process..., Project Portfolio..., Integration, Requirements Gathering, Consulting, Outsourcing, Telecommunications, Strategy, Cross-functional Team..., Management, Enterprise Software, Leadership, Risk Management, Testing, Business Process, Team Building, IT Strategy, CRM, Information Technology, Resource Management
Education
California State University-Long Beach 1979 — 1984
MBA
Claremont McKenna College 1974 — 1978
BA
Maria Cassisi's American Century Investments Experience 2001 - 2003
Job SVP, Business Development Head Client Services, USA at Standard Life Investments
Industry Investment Management
Experience
Standard Life Investments October 2010 - Present
JPMorgan Asset Management October 2006 - October 2010
US Trust September 2003 - October 2006
American Century April 2001 - September 2003
American Century Investments 2001 - 2003
State Street Research 2000 - 2001
Baring Asset Management 1996 - 2000
Education
Boston University 1991 — 1995
BA, International Relations, Economics
Standard Life Investments October 2010 - Present
JPMorgan Asset Management October 2006 - October 2010
US Trust September 2003 - October 2006
American Century April 2001 - September 2003
American Century Investments 2001 - 2003
State Street Research 2000 - 2001
Baring Asset Management 1996 - 2000
Education
Boston University 1991 — 1995
BA, International Relations, Economics
Ray Fuller, PMP, CSM's American Century Investments Experience February 2014 - Present
Job Digital Operations Manager at American Century Investments
Industry Financial Services
Experience
American Century Investments February 2014 - Present
American Century Investments January 2008 - February 2014
American Century Investments March 2002 - December 2007
American Century Investments November 2000 - February 2002
American Century Investments February 1998 - October 2000
Skills
PMP, Vendor Management, Business Analysis, Analysis, Process Improvement, Management, Project Management, Risk Management, Business Process..., Customer Service, CRM, Visio, IT Strategy, Strategy, Software Project..., SharePoint, Strategic Planning, MS Project, SDLC, Change Management, Financial Services, Requirements Analysis, Leadership, Access, SQL, Team Leadership, Microsoft Office, Analytics, Quality Assurance, Software Documentation, Asset Management, Requirements Gathering, Business Intelligence, Program Management, Integration, Cross-functional Team..., Business Requirements, Product Management, Agile Methodologies, Project Planning, PMO, Project Portfolio..., Asset Managment, Web Analytics, Web Content
Education
Coastal Carolina University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
American Century Investments February 2014 - Present
American Century Investments January 2008 - February 2014
American Century Investments March 2002 - December 2007
American Century Investments November 2000 - February 2002
American Century Investments February 1998 - October 2000
Skills
PMP, Vendor Management, Business Analysis, Analysis, Process Improvement, Management, Project Management, Risk Management, Business Process..., Customer Service, CRM, Visio, IT Strategy, Strategy, Software Project..., SharePoint, Strategic Planning, MS Project, SDLC, Change Management, Financial Services, Requirements Analysis, Leadership, Access, SQL, Team Leadership, Microsoft Office, Analytics, Quality Assurance, Software Documentation, Asset Management, Requirements Gathering, Business Intelligence, Program Management, Integration, Cross-functional Team..., Business Requirements, Product Management, Agile Methodologies, Project Planning, PMO, Project Portfolio..., Asset Managment, Web Analytics, Web Content
Education
Coastal Carolina University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Aysun Ilkiz Kilic, CFA's American Century Investments Experience December 2012 - Present
Job Vice President, Institutional Consultant Relations at American Century Investments
Industry Financial Services
Experience
American Century Investments December 2012 - Present
Wilshire Associates March 2005 - December 2012
Claremont Financial Group March 2003 - March 2005
Skills
Portfolio Management, Alternative Investments, Equities, Investment Management, Asset Management, Investment Strategies, Fixed Income, Credit, Asset Allocation, Investments, Bloomberg, Valuation, Hedge Funds, Investment Banking, Private Equity, Financial Modeling, Capital Markets, Due Diligence
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2001 — 2003
MS, Financial Engineering
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1997 — 2001
BS, Business Administration
Robert College 1990 — 1997
High School, Social Sciences
Lutfi Banat Ilkokulu
American Century Investments December 2012 - Present
Wilshire Associates March 2005 - December 2012
Claremont Financial Group March 2003 - March 2005
Skills
Portfolio Management, Alternative Investments, Equities, Investment Management, Asset Management, Investment Strategies, Fixed Income, Credit, Asset Allocation, Investments, Bloomberg, Valuation, Hedge Funds, Investment Banking, Private Equity, Financial Modeling, Capital Markets, Due Diligence
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2001 — 2003
MS, Financial Engineering
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1997 — 2001
BS, Business Administration
Robert College 1990 — 1997
High School, Social Sciences
Lutfi Banat Ilkokulu
Jim Lauterwasser's American Century Investments Experience January 2004 - January 2010
Job Program Manager at Sprint
Industry Investment Management
Experience
Sprint 2015 - Present
Sprint 2010 - 2015
American Century Investments January 2004 - January 2010
American Century Investments January 2001 - January 2004
American Century Investments August 1998 - January 2001
O'Renick Companies, Inc August 1996 - August 1998
American Century Investments January 1992 - January 1996
Skills
Investments, Mutual Funds, Series 7, Finance, Leadership, Program Management, Investment Management, Strategic Planning, Management, Sales, Selling, 401k, Business Development, Integration, Risk Management, Series 63, CRM, Salesforce.com, Process Improvement, Investment Advisory, Call Centers, Financial Advisory, Strategic Financial..., Retirement, Portfolio Management, Customer Satisfaction, Relationship Management, Series 6, Retirement Planning, Sales Management, New Business Development, Financial Services, Budgets
Education
Benedictine College 1983 — 1987
Bachelor of Arts Degree, Business Administration
Sprint 2015 - Present
Sprint 2010 - 2015
American Century Investments January 2004 - January 2010
American Century Investments January 2001 - January 2004
American Century Investments August 1998 - January 2001
O'Renick Companies, Inc August 1996 - August 1998
American Century Investments January 1992 - January 1996
Skills
Investments, Mutual Funds, Series 7, Finance, Leadership, Program Management, Investment Management, Strategic Planning, Management, Sales, Selling, 401k, Business Development, Integration, Risk Management, Series 63, CRM, Salesforce.com, Process Improvement, Investment Advisory, Call Centers, Financial Advisory, Strategic Financial..., Retirement, Portfolio Management, Customer Satisfaction, Relationship Management, Series 6, Retirement Planning, Sales Management, New Business Development, Financial Services, Budgets
Education
Benedictine College 1983 — 1987
Bachelor of Arts Degree, Business Administration
Miller, Sheila's American Century Investments Experience April 2005 - December 2006
Job Strategic Sourcing Manger
Industry Telecommunications
Experience
Sprint Nextel 1988 - Present
Sprint October 1985 - Present
American Century Investments April 2005 - December 2006
NovaStar Financial December 2004 - April 2005
Education
Baker University 1991 — 1995
MBA, Business
Truman State University 1981 — 1985
BA, Business
Sprint Nextel 1988 - Present
Sprint October 1985 - Present
American Century Investments April 2005 - December 2006
NovaStar Financial December 2004 - April 2005
Education
Baker University 1991 — 1995
MBA, Business
Truman State University 1981 — 1985
BA, Business
Gene Caresia's American Century Investments Experience October 1997 - June 2002
Job Independent Investor
Industry Investment Management
Experience
Self-Employed February 2010 - Present
Ferrellgas July 2002 - February 2010
American Century Investments October 1997 - June 2002
Aquila August 1994 - October 1997
BP Amoco May 1989 - August 1994
Education
Brigham Young University 1988 — 1990
MS, Organizational Behavior
Brigham Young University 1982 — 1988
BS, Physical Education
Self-Employed February 2010 - Present
Ferrellgas July 2002 - February 2010
American Century Investments October 1997 - June 2002
Aquila August 1994 - October 1997
BP Amoco May 1989 - August 1994
Education
Brigham Young University 1988 — 1990
MS, Organizational Behavior
Brigham Young University 1982 — 1988
BS, Physical Education
Christine Wallace's American Century Investments Experience 1995 - 2007
Job Experienced Compliance Professional
Industry Investment Management
Experience
PlanMember Services Corporation February 2015 - Present
Summa Capital Management October 2014 - January 2015
STW Fixed Income Management 2007 - March 2014
American Century Investments 1995 - 2007
Benham Capital Management Group 1985 - 1995
Benham Capital Management Group 1984 - 1985
Skills
Risk Assessment, Regulations, Internal Audit, Policy, Regulatory Requirements, Due Diligence, Process Improvement, Fraud, Governance, Corporate Governance, Compliance, Securities Regulation, AML, Change Management, Risk Management, Operational Risk, Business Analysis, Contract Management, Investment Management, Securities, Portfolio Management, Investments, Anti Money Laundering, Asset Management, Finance, Mutual Funds
Education
California State University-Hayward
Bachelor of Science (B.S.), Business Administration, Accounting
PlanMember Services Corporation February 2015 - Present
Summa Capital Management October 2014 - January 2015
STW Fixed Income Management 2007 - March 2014
American Century Investments 1995 - 2007
Benham Capital Management Group 1985 - 1995
Benham Capital Management Group 1984 - 1985
Skills
Risk Assessment, Regulations, Internal Audit, Policy, Regulatory Requirements, Due Diligence, Process Improvement, Fraud, Governance, Corporate Governance, Compliance, Securities Regulation, AML, Change Management, Risk Management, Operational Risk, Business Analysis, Contract Management, Investment Management, Securities, Portfolio Management, Investments, Anti Money Laundering, Asset Management, Finance, Mutual Funds
Education
California State University-Hayward
Bachelor of Science (B.S.), Business Administration, Accounting
Kelly Reimers's American Century Investments Experience October 2000 - February 2002
Job Agent Assistant at DeLUX Team Realty
Industry Wholesale
Experience
DeLUX Team Realty November 2007 - Present
Riley Creek Distribution March 2006 - November 2007
American Lighting April 2005 - March 2006
American Lighting March 2003 - April 2005
PHM Financial Services February 2002 - March 2003
American Century Investments October 2000 - February 2002
Skills
Negotiation, Marketing, Forecasting, Sales, Management, Pricing, Retail, Access, Customer Service, Purchasing, Sales Operations, Analysis, Product Development, Strategic Planning, Project Planning
Education
University of Colorado Denver 2000 — 2003
MBA, Business Administration
California State University Stanislaus 1998 — 2000
BS, Business Administration
Western Nebraska Community College 1996 — 1998
AA, Business Administration
Eaglecrest High School
DeLUX Team Realty November 2007 - Present
Riley Creek Distribution March 2006 - November 2007
American Lighting April 2005 - March 2006
American Lighting March 2003 - April 2005
PHM Financial Services February 2002 - March 2003
American Century Investments October 2000 - February 2002
Skills
Negotiation, Marketing, Forecasting, Sales, Management, Pricing, Retail, Access, Customer Service, Purchasing, Sales Operations, Analysis, Product Development, Strategic Planning, Project Planning
Education
University of Colorado Denver 2000 — 2003
MBA, Business Administration
California State University Stanislaus 1998 — 2000
BS, Business Administration
Western Nebraska Community College 1996 — 1998
AA, Business Administration
Eaglecrest High School
Kim Howie's American Century Investments Experience 1993 - 1998
Job Production Artist at Hallmark Cards
Industry Graphic Design
Experience
Hallmark Cards January 2014 - Present
Hallmark Cards 2012 - Present
Hallmark Cards 2011 - 2011
Hallmark Cards 2007 - 2010
Hallmark Cards October 2004 - 2007
Corbin Bronze 2002 - 2004
Copycat Studios LLC 1998 - 2004
Red Fruit Musepaper 2003 - 2003
American Century Investments 1993 - 1998
Clifford & Wills Catalog 1993 - 1993
Skills
Illustrator, Creative Direction, Graphic Design, Photography, Photoshop, Advertising, Magazines, Newsletters, Social Media, Pre-press, Graphics
Education
Bank Street College of Education 1997 — 1997
New York State Teaching Certification, Art Teacher Education, 5th - 12th Grade
School of Visual Arts 1989 — 1991
Master of Fine Arts (M.F.A.)
University of Kansas 1983 — 1988
Bachelor of Fine Arts (B.F.A.)
Hallmark Cards January 2014 - Present
Hallmark Cards 2012 - Present
Hallmark Cards 2011 - 2011
Hallmark Cards 2007 - 2010
Hallmark Cards October 2004 - 2007
Corbin Bronze 2002 - 2004
Copycat Studios LLC 1998 - 2004
Red Fruit Musepaper 2003 - 2003
American Century Investments 1993 - 1998
Clifford & Wills Catalog 1993 - 1993
Skills
Illustrator, Creative Direction, Graphic Design, Photography, Photoshop, Advertising, Magazines, Newsletters, Social Media, Pre-press, Graphics
Education
Bank Street College of Education 1997 — 1997
New York State Teaching Certification, Art Teacher Education, 5th - 12th Grade
School of Visual Arts 1989 — 1991
Master of Fine Arts (M.F.A.)
University of Kansas 1983 — 1988
Bachelor of Fine Arts (B.F.A.)
Margaret Pierce, CFP®, AIFA®'s American Century Investments Experience May 1998 - March 2013
Job Vice President, Institutional Sales at DailyAccess Corporation A Verisight Company
Industry Investment Management
Experience
DailyAccess Corporation, A Verisight Company September 2014 - Present
Art In Giving July 2013 - August 2014
American Century Investments May 1998 - March 2013
TIAA-CREF March 1993 - April 1998
Smith Barney May 1991 - March 1993
Skills
Certified Financial..., Series 63, Asset Management, Mutual Funds, Creative Strategy, 401k, Investments, Charismatic Leadership, Public Speaking, Insurance, New Business Development, Work Ethic, Relationship Management, Series 6, Retirement, Investment Advisory, Separately Managed..., Financial Services, Retirement Planning, Asset Allocation, Series 7, Wealth Management, Securities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Master of Business Administration (MBA)
Boston University 1989 — 1991
Bachelor of Science (B.S.), Communications
Tabor Academy 1985 — 1987
Lake Forest Country Day School
DailyAccess Corporation, A Verisight Company September 2014 - Present
Art In Giving July 2013 - August 2014
American Century Investments May 1998 - March 2013
TIAA-CREF March 1993 - April 1998
Smith Barney May 1991 - March 1993
Skills
Certified Financial..., Series 63, Asset Management, Mutual Funds, Creative Strategy, 401k, Investments, Charismatic Leadership, Public Speaking, Insurance, New Business Development, Work Ethic, Relationship Management, Series 6, Retirement, Investment Advisory, Separately Managed..., Financial Services, Retirement Planning, Asset Allocation, Series 7, Wealth Management, Securities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Master of Business Administration (MBA)
Boston University 1989 — 1991
Bachelor of Science (B.S.), Communications
Tabor Academy 1985 — 1987
Lake Forest Country Day School
Kristin Overman's American Century Investments Experience July 2014 - Present
Job Human Resources Consultant at American Century Investments
Industry Financial Services
Experience
American Century Investments July 2014 - Present
American Century Investments January 2008 - June 2014
American Century Investments February 1996 - December 2007
American Century Investments February 1993 - February 1996
American Century Investments November 1991 - February 1993
Skills
Mutual Funds, Series 7, Series 6, Asset Allocation, Retirement Planning, 401k, Sales, Investments, Separately Managed..., Retirement, Investment Strategies, Finance
Education
College for Financial Planning 1997 — 1998
Chartered Mutual Fund Counselor, Accredited Asset Management Specialist
University of Kansas 1986 — 1990
Bachelor of Arts (B.A.), Personnel Administration
American Century Investments July 2014 - Present
American Century Investments January 2008 - June 2014
American Century Investments February 1996 - December 2007
American Century Investments February 1993 - February 1996
American Century Investments November 1991 - February 1993
Skills
Mutual Funds, Series 7, Series 6, Asset Allocation, Retirement Planning, 401k, Sales, Investments, Separately Managed..., Retirement, Investment Strategies, Finance
Education
College for Financial Planning 1997 — 1998
Chartered Mutual Fund Counselor, Accredited Asset Management Specialist
University of Kansas 1986 — 1990
Bachelor of Arts (B.A.), Personnel Administration
Keith Kinart's American Century Investments Experience 1997 - 2008
Job Owner/President Monkey Bars of Kansas City
Industry Construction
Experience
Monkey Bars of Kansas City March 2009 - Present
American Century Investments 1997 - 2008
American Century Investments January 2000 - January 2002
American Century Investments July 1997 - January 2000
Commerce Bancshares, Inc. June 1997 - June 1999
Commerce Bancshares, Inc. June 1993 - June 1995
Skills
Vendor Management, Strategic Planning, Security, Risk Management, Budgets, Business Analysis, Business Intelligence, Business Process..., Change Management, Construction, Customer Service, Disaster Recovery, Forecasting, Governance, IT Management, Information Technology, Integration, Management, New Business Development, Operations Management, Organizational..., Process Improvement, Program Management, Project Management, Project Planning, SDLC, Sales, Sales Management, Team Building, Team Leadership, Visio, Training
Education
Bloomsburg University of Pennsylvania 1970 — 1974
Monkey Bars of Kansas City March 2009 - Present
American Century Investments 1997 - 2008
American Century Investments January 2000 - January 2002
American Century Investments July 1997 - January 2000
Commerce Bancshares, Inc. June 1997 - June 1999
Commerce Bancshares, Inc. June 1993 - June 1995
Skills
Vendor Management, Strategic Planning, Security, Risk Management, Budgets, Business Analysis, Business Intelligence, Business Process..., Change Management, Construction, Customer Service, Disaster Recovery, Forecasting, Governance, IT Management, Information Technology, Integration, Management, New Business Development, Operations Management, Organizational..., Process Improvement, Program Management, Project Management, Project Planning, SDLC, Sales, Sales Management, Team Building, Team Leadership, Visio, Training
Education
Bloomsburg University of Pennsylvania 1970 — 1974
Jana Honermann's American Century Investments Experience July 2000 - November 2005
Job Workforce Analyst
Industry Financial Services
Experience
OppenheimerFunds November 2005 - Present
American Century Investments July 2000 - November 2005
Consumer Credit Counseling Service 1997 - 2000
Summit Bank January 1989 - September 1993
Skills
Loan Servicing, Operations Management, Compliance Management, Management, Team Building, Project Management, Team Leadership, Analysis, Coaching, Banking, Forecasting, Process Improvement, Training, Call Centers, Vendor Management, Program Management, Leadership, Business Analysis, Time Management, Change Management, Business Process..., Software Documentation, Performance Management, Customer Service, SharePoint, Leadership Development, Workforce Management, Project Planning, Human Resources, Recruiting, Financial Services, Business Intelligence, Relationship Management, Organizational..., Outlook, Microsoft Excel, Customer Satisfaction, Strategic Planning, Microsoft Word, Budgets, Microsoft Office, Hiring, Workforce Planning, Requirements Gathering, Mutual Funds, Client Services
Education
MidAmerica Nazarene University 2001 — 2001
MA, Counseling
California State University-East Bay 1990 — 1996
MA, Anthropology
California State University-East Bay 1993 — 1993
BA, Human Development
Modesto High School
OppenheimerFunds November 2005 - Present
American Century Investments July 2000 - November 2005
Consumer Credit Counseling Service 1997 - 2000
Summit Bank January 1989 - September 1993
Skills
Loan Servicing, Operations Management, Compliance Management, Management, Team Building, Project Management, Team Leadership, Analysis, Coaching, Banking, Forecasting, Process Improvement, Training, Call Centers, Vendor Management, Program Management, Leadership, Business Analysis, Time Management, Change Management, Business Process..., Software Documentation, Performance Management, Customer Service, SharePoint, Leadership Development, Workforce Management, Project Planning, Human Resources, Recruiting, Financial Services, Business Intelligence, Relationship Management, Organizational..., Outlook, Microsoft Excel, Customer Satisfaction, Strategic Planning, Microsoft Word, Budgets, Microsoft Office, Hiring, Workforce Planning, Requirements Gathering, Mutual Funds, Client Services
Education
MidAmerica Nazarene University 2001 — 2001
MA, Counseling
California State University-East Bay 1990 — 1996
MA, Anthropology
California State University-East Bay 1993 — 1993
BA, Human Development
Modesto High School
Jeff Slaughterbeck's American Century Investments Experience April 1990 - June 2008
Job Staffing Representative at Silver Peak Systems
Industry Computer Software
Experience
Silver Peak Systems December 2013 - Present
Slaughterbeck Daily Money Management January 2013 - Present
Silver Peak Systems January 2010 - July 2011
American Century Investments April 1990 - June 2008
Skills
Strategic Planning, Customer Service, Salesforce.com, Mutual Funds, Team Building, Management, New Business Development, Process Improvement, Relationship Management, Vendor Management, Recruiting, Change Management, Investments, Risk Management, Contract Negotiation, Business Analysis, Organizational..., Start-ups, Leadership, Business Development
Education
Foothill College 2011 — 2013
Career Certificate, Gerontology
California State University-Fresno
B.S., Finance and Geography
Silver Peak Systems December 2013 - Present
Slaughterbeck Daily Money Management January 2013 - Present
Silver Peak Systems January 2010 - July 2011
American Century Investments April 1990 - June 2008
Skills
Strategic Planning, Customer Service, Salesforce.com, Mutual Funds, Team Building, Management, New Business Development, Process Improvement, Relationship Management, Vendor Management, Recruiting, Change Management, Investments, Risk Management, Contract Negotiation, Business Analysis, Organizational..., Start-ups, Leadership, Business Development
Education
Foothill College 2011 — 2013
Career Certificate, Gerontology
California State University-Fresno
B.S., Finance and Geography
Dane Asmussen's American Century Investments Experience November 1992 - March 2002
Job HR/Contracts/Purchasing Professional
Industry Computer & Network Security
Experience
H&R Block December 2010 - Present
FishNet Security September 2007 - April 2009
DST October 2005 - September 2007
Sprint Nextel January 2005 - October 2005
General March 2002 - October 2005
American Century Investments November 1992 - March 2002
Robert Half International January 1988 - November 1992
Skills
Vendor Management, Recruiting, Human Resources, Training, Sourcing, Management, Analysis
Education
Bellevue University
BS, Human Resources Management
H&R Block December 2010 - Present
FishNet Security September 2007 - April 2009
DST October 2005 - September 2007
Sprint Nextel January 2005 - October 2005
General March 2002 - October 2005
American Century Investments November 1992 - March 2002
Robert Half International January 1988 - November 1992
Skills
Vendor Management, Recruiting, Human Resources, Training, Sourcing, Management, Analysis
Education
Bellevue University
BS, Human Resources Management
Christina Sabalvaro's American Century Investments Experience 2008 - 2008
Job Manager Financials Application Development Core Accounting and Expenses at Workday
Industry Computer Software
Experience
Workday May 2013 - Present
Workday July 2009 - May 2013
Lockheed Martin Information Technology February 2009 - June 2009
California Polytechnic State University, San Luis Obispo October 2008 - March 2009
7-Eleven Stores September 2000 - March 2009
American Century Investments 2008 - 2008
Skills
Visio, Java, Visual Basic, HTML, JavaScript, SQL, Windows, C++, Software Documentation, Testing, MySQL, Agile Methodologies, Software Development, Scrum, Programming, Software Design, Software Engineering, Object Oriented Design, ERP
Education
California Polytechnic State University-San Luis Obispo 2007 — 2009
Bachelor of Science (BS), Management Information Systems, General
Cuesta College 2002 — 2007
General Education
Workday May 2013 - Present
Workday July 2009 - May 2013
Lockheed Martin Information Technology February 2009 - June 2009
California Polytechnic State University, San Luis Obispo October 2008 - March 2009
7-Eleven Stores September 2000 - March 2009
American Century Investments 2008 - 2008
Skills
Visio, Java, Visual Basic, HTML, JavaScript, SQL, Windows, C++, Software Documentation, Testing, MySQL, Agile Methodologies, Software Development, Scrum, Programming, Software Design, Software Engineering, Object Oriented Design, ERP
Education
California Polytechnic State University-San Luis Obispo 2007 — 2009
Bachelor of Science (BS), Management Information Systems, General
Cuesta College 2002 — 2007
General Education
Kevin Osterman's American Century Investments Experience 1993 - 1996
Job Sr. Manager, Global Equity
Industry Human Resources
Experience
Edwards Lifesciences February 2009 - Present
Washington Mutual / JPMorgan Chase 2003 - 2009
Palm 2003 - 2003
E*TRADE Financial 1996 - 2001
American Century Investments 1993 - 1996
Skills
Mergers & Acquisitions, Business Analysis, Executive Pay, SEC filings, Management, Business Planning, HRIS, Project Management, Human Resources, Process Improvement, Performance Management, Organizational..., Deferred Compensation, Equities, Vendor Management, Employee Benefits, Onboarding
Education
California State Polytechnic University-Pomona 1989 — 1991
Bachelor of Business Administration (BBA)
Santa Clara University
CEP, Equity Compensation
Edwards Lifesciences February 2009 - Present
Washington Mutual / JPMorgan Chase 2003 - 2009
Palm 2003 - 2003
E*TRADE Financial 1996 - 2001
American Century Investments 1993 - 1996
Skills
Mergers & Acquisitions, Business Analysis, Executive Pay, SEC filings, Management, Business Planning, HRIS, Project Management, Human Resources, Process Improvement, Performance Management, Organizational..., Deferred Compensation, Equities, Vendor Management, Employee Benefits, Onboarding
Education
California State Polytechnic University-Pomona 1989 — 1991
Bachelor of Business Administration (BBA)
Santa Clara University
CEP, Equity Compensation
Tyler Sweany's American Century Investments Experience September 2011 - Present
Job Municipal Credit Analyst
Industry Investment Management
Experience
American Century Investments September 2011 - Present
American Century Investments August 2009 - September 2011
American Century Investments October 2007 - August 2009
Midland Loan Services February 2006 - October 2007
Skills
Municipal Bonds, Credit Analysis, Financial Analysis, Microsoft Excel, Portfolio Performance..., Financial Risk, Portfolio Assessment, Financial Metrics, Investments, Mutual Funds, Finance
Education
Baker University 2008 — 2010
MBA, Empasis in Finance
Lindenwood University 2002 — 2006
Bachelors Degree, Finance
American Century Investments September 2011 - Present
American Century Investments August 2009 - September 2011
American Century Investments October 2007 - August 2009
Midland Loan Services February 2006 - October 2007
Skills
Municipal Bonds, Credit Analysis, Financial Analysis, Microsoft Excel, Portfolio Performance..., Financial Risk, Portfolio Assessment, Financial Metrics, Investments, Mutual Funds, Finance
Education
Baker University 2008 — 2010
MBA, Empasis in Finance
Lindenwood University 2002 — 2006
Bachelors Degree, Finance
Lisa Cahoon's American Century Investments Experience February 2003 - November 2008
Job Marketing Manager at Sprint
Industry Telecommunications
Experience
Sprint October 2012 - Present
Sprint December 2009 - September 2012
Service Management Group April 2009 - October 2009
American Century Investments February 2003 - November 2008
American Century Investments February 2001 - February 2003
American Century Investments May 1998 - February 2001
American Century Investments August 1991 - May 1998
Skills
Analytics, Project Management, Strategic Planning, CRM
Education
Baker University 2000 — 2002
MBA, Business
University of Iowa 1987 — 1991
BBA, Marketing (Major)/Communications (Minor)
Sprint October 2012 - Present
Sprint December 2009 - September 2012
Service Management Group April 2009 - October 2009
American Century Investments February 2003 - November 2008
American Century Investments February 2001 - February 2003
American Century Investments May 1998 - February 2001
American Century Investments August 1991 - May 1998
Skills
Analytics, Project Management, Strategic Planning, CRM
Education
Baker University 2000 — 2002
MBA, Business
University of Iowa 1987 — 1991
BBA, Marketing (Major)/Communications (Minor)
Martha Rocha's American Century Investments Experience September 1991 - Present
Job Legal Administrative Coordinator at American Century Investments
Industry Investment Management
Experience
American Century Investments September 1991 - Present
Bed Bath & Beyond November 2009 - May 2012
Sonnenschein Nath & Rosenthal LLP November 1995 - November 2008
Skills
PowerPoint, PeopleSoft, Microsoft Word, Corporate Law, Accounting, Financial Analysis, Process Improvement, Access, Real Estate, Risk Management, Financial Reporting, Microsoft Excel, Analysis
Education
Baker University 2008 — 2011
BA, Business administration
American Century Investments September 1991 - Present
Bed Bath & Beyond November 2009 - May 2012
Sonnenschein Nath & Rosenthal LLP November 1995 - November 2008
Skills
PowerPoint, PeopleSoft, Microsoft Word, Corporate Law, Accounting, Financial Analysis, Process Improvement, Access, Real Estate, Risk Management, Financial Reporting, Microsoft Excel, Analysis
Education
Baker University 2008 — 2011
BA, Business administration
Chrstina Psaras's American Century Investments Experience October 1990 - February 2002
Job Consultant at Pampered Chef
Industry Consumer Goods
Experience
The Pampered Chef July 2007 - Present
American Century Investments October 1990 - February 2002
Skills
Coaching, Management, Recruiting, Event Planning
Education
California State University, Fresno 1981 — 1983
BS, Management and Finance
St Teresa's Academy - High School 1963 — 1967
The Pampered Chef July 2007 - Present
American Century Investments October 1990 - February 2002
Skills
Coaching, Management, Recruiting, Event Planning
Education
California State University, Fresno 1981 — 1983
BS, Management and Finance
St Teresa's Academy - High School 1963 — 1967
Andrew Butin's American Century Investments Experience June 2009 - August 2009
Job Senior Financial Analyst at ISNetworld
Industry Oil & Energy
Experience
ISNetworld January 2015 - Present
ISNetworld April 2014 - Present
ISNetworld April 2013 - March 2014
ISNetworld July 2012 - April 2013
ISN October 2011 - July 2012
ISN April 2011 - September 2011
Commerce Bancshares, Inc. June 2010 - April 2011
American Century Investments June 2009 - August 2009
Wachovia Securities Financial Network June 2006 - August 2006
Skills
Corporate Finance, Financial Analysis, Data Analysis, Financial Accounting, Microsoft Excel, Financial Reporting, Budgets, Analysis, Finance, Forecasting, Management, Marketing, Project Management, PowerPoint
Education
Southern Methodist University 2015 — 2017
Master of Finance, International Finance
Baylor University 2006 — 2010
BBA, Finance
Baylor University - Hankamer School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
ISNetworld January 2015 - Present
ISNetworld April 2014 - Present
ISNetworld April 2013 - March 2014
ISNetworld July 2012 - April 2013
ISN October 2011 - July 2012
ISN April 2011 - September 2011
Commerce Bancshares, Inc. June 2010 - April 2011
American Century Investments June 2009 - August 2009
Wachovia Securities Financial Network June 2006 - August 2006
Skills
Corporate Finance, Financial Analysis, Data Analysis, Financial Accounting, Microsoft Excel, Financial Reporting, Budgets, Analysis, Finance, Forecasting, Management, Marketing, Project Management, PowerPoint
Education
Southern Methodist University 2015 — 2017
Master of Finance, International Finance
Baylor University 2006 — 2010
BBA, Finance
Baylor University - Hankamer School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Richard Peck's American Century Investments Experience 2001 - 2005
Job Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management April 2014 - Present
Wells Capital Management April 2010 - April 2014
Fidelity Investments October 2005 - March 2009
American Century Investments 2001 - 2005
Goldman Sachs 2000 - 2001
State Street 1997 - 1999
Education
University of Massachusetts, Amherst 1989 — 1994
B.B.A., Finance
Brandeis International Business School
DIS
Wells Capital Management April 2014 - Present
Wells Capital Management April 2010 - April 2014
Fidelity Investments October 2005 - March 2009
American Century Investments 2001 - 2005
Goldman Sachs 2000 - 2001
State Street 1997 - 1999
Education
University of Massachusetts, Amherst 1989 — 1994
B.B.A., Finance
Brandeis International Business School
DIS
Chris Stauffer's American Century Investments Experience July 1998 - May 2003
Job Investment Executive at Iowa Falls State Bank
Industry Financial Services
Experience
Iowa Falls State Bank April 2013 - Present
Cetera Investment Services 2013 - Present
Principal Financial Group August 2007 - April 2013
JP Morgan Retirement Plan Services May 2003 - July 2007
JPMorgan Retirement Plan Services LLC 2003 - 2007
American Century Investments July 1998 - May 2003
Skills
Retirement Planning, Defined Benefit, Financial Services, Mutual Funds, Retirement, 401k, Pensions, Series 7, CRM, Investments, Asset Allocation, Securities
Education
Central College 1994 — 1998
Bachelors, Business Administration
Iowa Falls High School 1990 — 1994
Diploma, General Studies
Iowa Falls State Bank April 2013 - Present
Cetera Investment Services 2013 - Present
Principal Financial Group August 2007 - April 2013
JP Morgan Retirement Plan Services May 2003 - July 2007
JPMorgan Retirement Plan Services LLC 2003 - 2007
American Century Investments July 1998 - May 2003
Skills
Retirement Planning, Defined Benefit, Financial Services, Mutual Funds, Retirement, 401k, Pensions, Series 7, CRM, Investments, Asset Allocation, Securities
Education
Central College 1994 — 1998
Bachelors, Business Administration
Iowa Falls High School 1990 — 1994
Diploma, General Studies
Hunter Rodgers's American Century Investments Experience July 2015 - Present
Job Vice President, Territory Sales at American Century Investments
Industry Financial Services
Experience
American Century Investments July 2015 - Present
MassMutual Financial Group January 2013 - July 2015
The Hartford May 2010 - December 2012
The Hartford May 2007 - May 2010
Cantor Fitzgerald March 2006 - April 2007
Morgan Keegan May 2005 - March 2006
Skills
Series 7, Mutual Funds, Fixed Income, Series 63, Investments, Retirement Planning, Asset Managment, Securities, Wealth Management, Retirement, Portfolio Management, 401k, Asset Allocation, Equities, Investment Strategies, Bonds, Investment Advisory, Financial Services, Capital Markets, Qualified Retirement..., Defined Benefit, Variable Annuities, Profit Sharing
Education
Christian Brothers University School of Business 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning and Services
University of Tennessee-Knoxville 2001 — 2005
BS, Finance
American Century Investments July 2015 - Present
MassMutual Financial Group January 2013 - July 2015
The Hartford May 2010 - December 2012
The Hartford May 2007 - May 2010
Cantor Fitzgerald March 2006 - April 2007
Morgan Keegan May 2005 - March 2006
Skills
Series 7, Mutual Funds, Fixed Income, Series 63, Investments, Retirement Planning, Asset Managment, Securities, Wealth Management, Retirement, Portfolio Management, 401k, Asset Allocation, Equities, Investment Strategies, Bonds, Investment Advisory, Financial Services, Capital Markets, Qualified Retirement..., Defined Benefit, Variable Annuities, Profit Sharing
Education
Christian Brothers University School of Business 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning and Services
University of Tennessee-Knoxville 2001 — 2005
BS, Finance
Mitch Wurzer's American Century Investments Experience 1990 - Present
Job Vice President, National Accounts, Head of RIA Strategy at American Century Investments
Industry Investment Management
Experience
American Century Investments 1990 - Present
Skills
Asset Management, Investments, Mutual Funds, Series 7
Education
Saint Louis University 1988 — 1990
BA, Marketing/Communications
Baker University 1992 — 1994
MS, Management
St. Pius X 1982 — 1986
High School
Benedictine College 1986 — 1988
American Century Investments 1990 - Present
Skills
Asset Management, Investments, Mutual Funds, Series 7
Education
Saint Louis University 1988 — 1990
BA, Marketing/Communications
Baker University 1992 — 1994
MS, Management
St. Pius X 1982 — 1986
High School
Benedictine College 1986 — 1988
Della Wildfong's American Century Investments Experience November 2012 - Present
Job Sr Financial Reporting Specialist at American Century Investments
Industry Food Production
Experience
American Century Investments November 2012 - Present
DJW Consulting LLC December 2011 - Present
A. M. Todd December 2008 - October 2011
Pfizer-Pharmacia-Upjohn 1983 - 2008
Skills
Financial Reporting, Statutory Audit, SEC Financial Reporting, Financial Forecasting, Financial Analysis, FASB, General Ledger, TeamMate, Process Improvement, COGS, Customer Service, Technical Accounting..., US GAAP reporting, Forecasting, Cross-functional Team..., Managerial Finance, Finance, Khalix, GAAP, Accounting, Peachtree, PowerPoint, Strategic Planning, Budgets, Analysis, Team Building, Technical Research, Business Planning, Auditing, Cost Accounting
Education
Ball State University
Accounting
American Century Investments November 2012 - Present
DJW Consulting LLC December 2011 - Present
A. M. Todd December 2008 - October 2011
Pfizer-Pharmacia-Upjohn 1983 - 2008
Skills
Financial Reporting, Statutory Audit, SEC Financial Reporting, Financial Forecasting, Financial Analysis, FASB, General Ledger, TeamMate, Process Improvement, COGS, Customer Service, Technical Accounting..., US GAAP reporting, Forecasting, Cross-functional Team..., Managerial Finance, Finance, Khalix, GAAP, Accounting, Peachtree, PowerPoint, Strategic Planning, Budgets, Analysis, Team Building, Technical Research, Business Planning, Auditing, Cost Accounting
Education
Ball State University
Accounting
Shawn Foltz's American Century Investments Experience 1994 - 1999
Job Executive Director/SVP at Aggregato Global (Krush Communications)
Industry Financial Services
Experience
Aggregato Global (Krush Communications) August 2014 - Present
epay Australia (Euronet Worldwide) April 2011 - September 2014
epay, a Euronet Worldwide Company June 2010 - July 2011
epay, a Euronet Worldwide Company July 2007 - June 2010
H&R Block 2005 - July 2007
U.S. Central 1999 - 2004
American Century Investments 1994 - 1999
UMB Bank 1993 - 1995
Skills
Business Analysis, New Business Development, Strategic Planning, Account Management, Business Strategy, Product Management, Financial Services, CRM, Management, Business Development, Process Improvement, Strategy, Financial Technology, Product Marketing, Strategic Partnerships, Vendor Management, International Business, Payment Cards
Education
Baker University 1996 — 1998
MBA, Business/International
Kansas State University 1987 — 1992
Aggregato Global (Krush Communications) August 2014 - Present
epay Australia (Euronet Worldwide) April 2011 - September 2014
epay, a Euronet Worldwide Company June 2010 - July 2011
epay, a Euronet Worldwide Company July 2007 - June 2010
H&R Block 2005 - July 2007
U.S. Central 1999 - 2004
American Century Investments 1994 - 1999
UMB Bank 1993 - 1995
Skills
Business Analysis, New Business Development, Strategic Planning, Account Management, Business Strategy, Product Management, Financial Services, CRM, Management, Business Development, Process Improvement, Strategy, Financial Technology, Product Marketing, Strategic Partnerships, Vendor Management, International Business, Payment Cards
Education
Baker University 1996 — 1998
MBA, Business/International
Kansas State University 1987 — 1992
Brendan R. Murray's American Century Investments Experience November 2008 - June 2010
Job Director, Global Business Development at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein March 2011 - Present
Cohen & Steers June 2010 - June 2011
American Century Investments November 2008 - June 2010
American Century Investments September 2007 - November 2008
American Century Investments January 2003 - September 2007
Putnam Investments October 1992 - January 2003
Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Series 63, Asset Allocation, Separately Managed..., Investments, Equities, Investment Strategies, Portfolio Management, Marketing, Sales, Series 24, Hedge Funds, Investment Management, Financial Services, Fixed Income, Relationship Management, Securities, Investment Advisory
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Management
Boston College 1986 — 1989
BS, Finance
AllianceBernstein March 2011 - Present
Cohen & Steers June 2010 - June 2011
American Century Investments November 2008 - June 2010
American Century Investments September 2007 - November 2008
American Century Investments January 2003 - September 2007
Putnam Investments October 1992 - January 2003
Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Series 63, Asset Allocation, Separately Managed..., Investments, Equities, Investment Strategies, Portfolio Management, Marketing, Sales, Series 24, Hedge Funds, Investment Management, Financial Services, Fixed Income, Relationship Management, Securities, Investment Advisory
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Management
Boston College 1986 — 1989
BS, Finance
Marcy McAfee's American Century Investments Experience Investment AccountingState Street1996 - 2005
Job Investment Accounting Mgr., Sr. at American Century Investments
Industry Investment Management
Experience
American Century Investments Investment AccountingState Street1996 - 2005
Education
Baker University 1992 — 1996
Accounting & Finance
American Century Investments Investment AccountingState Street1996 - 2005
Education
Baker University 1992 — 1996
Accounting & Finance
nancy prial's American Century Investments Experience 1994 - 1998
Job CoCEO and Managing Principal at Essex Investment Management
Industry Investment Management
Experience
Essex Investment Management 2015 - Present
Essex Investment Management 2005 - 2014
The Burridge Group 1998 - 2004
American Century Investments 1994 - 1998
Skills
Asset Management, Portfolio Management, Equities, Investments, Asset Allocation, Investment Management, Investment Strategies, Equity Research, Business Strategy, Corporate Governance, Department..., Valuation, Mutual Funds
Education
Harvard Business School 1982 — 1984
MBA
Bucknell University
Bs, Electrical and Electronics Engineering
Essex Investment Management 2015 - Present
Essex Investment Management 2005 - 2014
The Burridge Group 1998 - 2004
American Century Investments 1994 - 1998
Skills
Asset Management, Portfolio Management, Equities, Investments, Asset Allocation, Investment Management, Investment Strategies, Equity Research, Business Strategy, Corporate Governance, Department..., Valuation, Mutual Funds
Education
Harvard Business School 1982 — 1984
MBA
Bucknell University
Bs, Electrical and Electronics Engineering
Joseph Brazzi, CFA's American Century Investments Experience June 2010 - August 2010
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2014 - Present
ING Investment Management July 2011 - December 2013
American Century Investments June 2010 - August 2010
Goldman Sachs July 2006 - August 2009
Skills
Equities, Fixed Income, Portfolio Management, Equity Research, Trading, Emerging Markets, Mutual Funds, Finance, Structured Finance, Valuation, Financial Modeling, Funding, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Corporate Finance, Private Equity, Investments, Asset Management, International Investment, International Equities, Analysis, Equity Valuation
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA)
Bowdoin College 2002 — 2006
BA, Economics
The Lawrenceville School 1998 — 2002
Goldman Sachs May 2014 - Present
ING Investment Management July 2011 - December 2013
American Century Investments June 2010 - August 2010
Goldman Sachs July 2006 - August 2009
Skills
Equities, Fixed Income, Portfolio Management, Equity Research, Trading, Emerging Markets, Mutual Funds, Finance, Structured Finance, Valuation, Financial Modeling, Funding, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Corporate Finance, Private Equity, Investments, Asset Management, International Investment, International Equities, Analysis, Equity Valuation
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA)
Bowdoin College 2002 — 2006
BA, Economics
The Lawrenceville School 1998 — 2002
Therin Irwin's American Century Investments Experience June 2012 - September 2012
Job iOS Engineer at AnyPerk
Industry Computer Software
Experience
AnyPerk July 2015 - Present
ShopTap June 2013 - June 2015
American Century Investments June 2012 - September 2012
Cal Poly State University January 2012 - June 2012
Student Academic Services, Cal Poly, San Luis Obispo November 2009 - June 2012
Quantcast June 2010 - September 2011
Skills
Java, C, JavaScript, PHP, SQL, C++, CUDA, MySQL, CouchDB, Groovy, Grails, Git, Web Applications, iOS, Ruby, Ruby on Rails
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
BS Computer Science, Minor in Mathematics
Bellarmine College Preparatory 2006 — 2009
High School Education
CodePath
AnyPerk July 2015 - Present
ShopTap June 2013 - June 2015
American Century Investments June 2012 - September 2012
Cal Poly State University January 2012 - June 2012
Student Academic Services, Cal Poly, San Luis Obispo November 2009 - June 2012
Quantcast June 2010 - September 2011
Skills
Java, C, JavaScript, PHP, SQL, C++, CUDA, MySQL, CouchDB, Groovy, Grails, Git, Web Applications, iOS, Ruby, Ruby on Rails
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
BS Computer Science, Minor in Mathematics
Bellarmine College Preparatory 2006 — 2009
High School Education
CodePath
Andrew Cipro's American Century Investments Experience August 2008 - March 2010
Job AVP Intermediary Sales at Scout Funds
Industry Financial Services
Experience
Scout Funds January 2013 - Present
Dolan Capital Group, LLC January 2012 - December 2012
J. Stephan & Co. July 2010 - January 2012
American Century Investments August 2008 - March 2010
Pioneer Investments September 2005 - August 2008
Pioneer Investments September 2003 - August 2005
Pioneer Investments February 2002 - August 2003
Morgan Stanley Smith Barney October 1999 - February 2002
Education
Boston College 1994 — 1998
BS, Marketing
Scout Funds January 2013 - Present
Dolan Capital Group, LLC January 2012 - December 2012
J. Stephan & Co. July 2010 - January 2012
American Century Investments August 2008 - March 2010
Pioneer Investments September 2005 - August 2008
Pioneer Investments September 2003 - August 2005
Pioneer Investments February 2002 - August 2003
Morgan Stanley Smith Barney October 1999 - February 2002
Education
Boston College 1994 — 1998
BS, Marketing
Dina Hodes's American Century Investments Experience August 1989 - May 1992
Job MBA Direct Marketing
Industry Marketing and Advertising
Experience
TouchNet Information Systems, Inc. January 1995 - February 2001
Beren Shoes January 1992 - December 1993
American Century Investments August 1989 - May 1992
Skills
Customer Service, Corporate Events, Direct Mail, Direct Marketing, Fundraising, Windows, Microsoft Office, Microsoft Excel, Microsoft Word, English, Research, Outlook
Education
University of Missouri-Kansas City 1990 — 1991
Master of Business Administration (MBA), Direct Marketing
Benedictine College 1984 — 1988
Bachelor of Arts (BA), Business Administration and Management, General
TouchNet Information Systems, Inc. January 1995 - February 2001
Beren Shoes January 1992 - December 1993
American Century Investments August 1989 - May 1992
Skills
Customer Service, Corporate Events, Direct Mail, Direct Marketing, Fundraising, Windows, Microsoft Office, Microsoft Excel, Microsoft Word, English, Research, Outlook
Education
University of Missouri-Kansas City 1990 — 1991
Master of Business Administration (MBA), Direct Marketing
Benedictine College 1984 — 1988
Bachelor of Arts (BA), Business Administration and Management, General
Kristalynn Redstone's American Century Investments Experience January 1999 - February 2000
Job Marketing Manager
Industry Financial Services
Experience
Sound Stewardship, LLC 913-317-6000 August 2009 - Present
Madam President camp 2014 - 2014
American Century Investments January 1999 - February 2000
American Century/JP Morgan 1996 - 1999
American Century Investments 1994 - 1996
Texas Commerce Bank 1990 - 1994
Skills
Marketing, Presentation Skills, Presentation Coaching
Education
Baylor University
Marketing/ Management
Baylor University - Hankamer School of Business
Sound Stewardship, LLC 913-317-6000 August 2009 - Present
Madam President camp 2014 - 2014
American Century Investments January 1999 - February 2000
American Century/JP Morgan 1996 - 1999
American Century Investments 1994 - 1996
Texas Commerce Bank 1990 - 1994
Skills
Marketing, Presentation Skills, Presentation Coaching
Education
Baylor University
Marketing/ Management
Baylor University - Hankamer School of Business
Taras Shumelda's American Century Investments Experience February 2006 - June 2011
Job Investment Analyst at AshmoreEMM
Industry Investment Management
Experience
Ashmore March 2012 - Present
American Century Investments February 2006 - June 2011
American Century Investments May 1999 - January 2006
Skills
Emerging Markets, Derivatives, Hedge Funds, Equities, Equity Research, Asset Management, Bloomberg, Portfolio Management, Alternative Investments, Investments, Valuation, Capital Markets, Asset Allocation, Financial Modeling, Investment Management, Mutual Funds, Investment Strategies, Macroeconomics, Financial Markets, Securities, Equity Valuation
Education
Bucknell University 1997 — 1999
Marster of Science in Business Administration, Business Administration
Mansfield University of Pennsylvania 1991 — 1994
BS, Business Administration
Ashmore March 2012 - Present
American Century Investments February 2006 - June 2011
American Century Investments May 1999 - January 2006
Skills
Emerging Markets, Derivatives, Hedge Funds, Equities, Equity Research, Asset Management, Bloomberg, Portfolio Management, Alternative Investments, Investments, Valuation, Capital Markets, Asset Allocation, Financial Modeling, Investment Management, Mutual Funds, Investment Strategies, Macroeconomics, Financial Markets, Securities, Equity Valuation
Education
Bucknell University 1997 — 1999
Marster of Science in Business Administration, Business Administration
Mansfield University of Pennsylvania 1991 — 1994
BS, Business Administration
Russ Hartley's American Century Investments Experience October 1986 - Present
Job Sr. Captain at American Century Investments
Industry Investment Management
Experience
American Century Investments October 1986 - Present
Skills
Leadership, Strategic Planning, Customer Service, Microsoft Excel, Team Building, Training, Flights, Team Leadership, CRM, Process Improvement, Risk Management, Operations Management, Vendor Management, Budgets, Program Management, Customer Satisfaction, Management, Aerospace, Aircraft, Airports, Business Aviation, Business Development, Piloting
Education
Central Missouri State University
Aviation Science
College of the Ozarks
Aviation Science
American Century Investments October 1986 - Present
Skills
Leadership, Strategic Planning, Customer Service, Microsoft Excel, Team Building, Training, Flights, Team Leadership, CRM, Process Improvement, Risk Management, Operations Management, Vendor Management, Budgets, Program Management, Customer Satisfaction, Management, Aerospace, Aircraft, Airports, Business Aviation, Business Development, Piloting
Education
Central Missouri State University
Aviation Science
College of the Ozarks
Aviation Science