American Century Investments
American Century Companies is a privately controlled and independent investment management firm. Headquarters: Kansas City, Missouri, United States CEO: Jonathan Thomas Founder: James E. Stowers Founded: 1958, Kansas City, Missouri, United States Number of employees: 1,300 (2012) SVPs: Victor Zhang, Joe Schultz
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American Century Investments Employees
VZD Capital Management LLC December 2012 - Present
Paragon Capital Management May 2004 - August 2012
Charles Schwab & Co., Inc May 1995 - May 2004
American Century Investments October 1988 - May 1994
Skills
Investments, Investment Advisory, Public Speaking, Estate Planning, Wealth Management, Portfolio Management, Investment Management, Management, Finance, Financial Services, Small Business, Entrepreneurship, Retirement Planning, Financial Advisory, Asset Management, Asset Allocation, Mutual Funds, Customer Service, Strategic Planning, Strategic Financial..., Alternative Investments, Financial Analysis, Networking, Risk Management, Valuation, Time Management, Marketing, Business Planning, Investment Strategies, Retail, Analysis, Real Estate, Philanthropy, Asset Managment, Wealth Accumulation..., Wealth Management..., Customized Investment..., Financial Planning
Education
Allen County Community College 1983 — 1985
A.A, Journalism
The University of Kansas 1981 — 1983
AA, Journalism
Iola High School 1978 — 1981
Diploma, General Studies
Medicis, a Division of Valeant July 2012 - Present
sanofi-aventis 2002 - July 2012
American Century Investments 1996 - 2002
American Century Investments 1996 - 1997
Skills
Consultative Selling, Sales Operations, Pharmaceutical Sales, Selling Skills, Selling, Account Management, Sales Management, Endocrinology, Leadership, Medical Devices, Training, Cardiology, Dermatology, Urology, Neurology, Sales
Education
University of Missouri-Columbia 1992 — 1996
Bachelor of Science, Communication Science and Disorders
University of Missouri-Columbia 1992 — 1996
Minor, Psychology and Education
The University of Kansas
mini-MBA, Business
American Century Investments October 1990 - Present
Skills
Investments, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, 401k, Investment Strategies, Investment Management, Wealth Management, Financial Services, Equities
Education
The University of Kansas 1985 — 1990
BS, Communications
Advanced Medical Solutions September 2012 - Present
Corporate Fitness Works May 2012 - November 2012
American Century Investments December 2010 - November 2012
Skills
PowerPoint, Wellness, Fitness, Personal Training
Education
University of Kansas 2005 — 2010
Bachelor of Science in Education, Community Health
Waddell & Reed October 2013 - Present
UMB Bank, NA August 2011 - October 2013
American Century Investments January 1994 - August 2011
Skills
Training, Mutual Funds, Relationship Management, Investments, Financial Services, Series 63, Talent Management, Series 7, Management, Asset Allocation, Banking, Wealth Management, Strategic Financial..., Sales, Portfolio Management, Securities, Investment Advisory, Asset Management, Investment Strategies, Retirement, Investment Management, Risk Management, Business Strategy, Succession Planning, 401k, Retirement Planning, Series 6, Financial Advisory, Equities, FINRA, Financial Planning, Alternative Investments, Hold Series 7, Series 24
Education
Upper Iowa University 2010 — 2013
MBA, Organizational Development
University of Kansas 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
American Century Investments April 2014 - Present
Kansas Legislature - Revisor of Statutes December 2013 - April 2014
UnitedLex Corporation September 2013 - December 2013
A. Scott Grabel & Associates October 2012 - May 2013
United States Court of Appeals for the Sixth Circuit January 2013 - April 2013
Michigan State University College of Law January 2013 - April 2013
Judge Larsen - Western District of Missouri May 2012 - August 2012
Jackson County Prosecutor May 2012 - August 2012
LexisNexis September 2011 - March 2012
Federal Public Defender - Western District of MO May 2011 - August 2011
Education
University of Kansas - Graduate School of Business 2015 — 2016
MBA Certificate, Finance and Investments
Michigan State University College of Law 2010 — 2013
Doctor of Law (J.D.), magna cum laude
University of Kansas 2006 — 2010
BA, Political Science, with Distinction
Green Bay Southwest High School 2003 — 2006
High School Diploma, 3.75 GPA
Basehor Linwood High School 2002 — 2003
American Century Investments March 2015 - Present
American Century Investments April 2008 - March 2015
American Century Investments September 2005 - April 2008
American Century Investments August 2003 - September 2005
Skills
Mutual Funds, Investments, Asset Allocation, Series 7, Series 63, Investment Strategies, Equities, Investment Management, Fixed Income
Education
University of Kansas - Graduate School of Business 1999 — 2001
MBA, Finance and Marketing
The University of Kansas 1991 — 1995
BA, English
Lexmark Enterprise Software June 2012 - Present
J.P. Morgan Retirement Plan Services June 2007 - April 2012
J.P. Morgan Retirement Plan Services January 2003 - June 2007
American Century Investments July 1999 - January 2003
American Century Investments June 1992 - July 1999
Skills
Self Starter, Results Oriented, Relationship Cultivation, Consultative Selling, Territory Analysis, Data Analysis, Organizational..., Fast Learner, Marketing Communications, Problem Solving, Database Management, Independent, Reliability, Client Loyalty, Multitasker, Data Integrity, Microsoft Office, Visio, Inside Sales, Direct Sales, Outstanding Customer..., Proactivity, Initiator, Lead Generation, Strategic Partnerships, Analysis, Project Management, Selling, Salesforce.com, Account Management, Customer Service, Relationship Management, New Business Development, Management, Goal Oriented, Sales, CRM, Business Analysis, Long-term Customer..., Database Admin, Leadership, Reporting
Education
University of Kansas 1987 — 1991
Bachelor of Arts, Communications
Blue Valley Highschool
Financial Advisory Service, Inc October 2014 - Present
American Century Investments January 2014 - October 2014
American Century Investments August 2013 - December 2013
Army National Guard October 2005 - December 2013
American Century Investments July 2012 - August 2013
Education
University of Missouri-Kansas City 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
The University of Kansas
Deluxe/OrangeSoda July 2011 - Present
Pitney Bowes December 2006 - June 2008
Universal Music Latin Entertainment January 2006 - July 2006
Universal Music Group April 2001 - December 2005
Gartner November 1996 - April 2001
American Century Investments December 1991 - March 1996
Skills
Online Advertising, Social Media Marketing, SEM, Social Media, Advertising, Account Management, Salesforce.com, Digital Marketing, Marketing Strategy, Marketing, Integrated Marketing, Music Industry, Entertainment, Kenshoo, Google Adwords..., Bing, Search Advertising, SearchCenter, Google Adwords, B2B, Direct Marketing, PPC, Email Marketing, Social Networking, Web Marketing, Customer Retention, Public Relations, Digital Media, Marketing Management, Online Marketing, Management, Leadership, Google Analytics, Digital Strategy, Advertising Sales, Web Analytics, B2B Marketing, Interactive Marketing, Direct Mail, SEO, Mobile Marketing, Lead Generation, Sales, Event Management
Education
University of Kansas 1987 — 1991
B.A., Communications
VOYA Financial Advisors, Inc. July 2010 - Present
Investment Planners July 2009 - July 2010
RBC Insurance October 2004 - May 2009
RBC Insurance April 2007 - December 2007
RBC Insurance October 2004 - December 2007
American Century Investments February 2004 - October 2004
Education
The University of Kansas 1999 — 2003
BS, Business - Finance Emphasis
American Century Investments January 2015 - Present
American Century Investments August 2014 - December 2014
American Century Investments September 2013 - July 2014
Cerner Corporation May 2012 - August 2012
Skills
Sales, Mutual Funds, Wealth Management, Asset Allocation, Finance, Investments, Asset Management, Financial Analysis, Financial Modeling, Risk Management, Equities, Analysis, Microsoft Excel, Excel, Budgeting, Word, PowerPoint, Microsoft Office, Valuation, Business Strategy, Customer Service, 401k, Market Research, Business
Education
The University of Kansas 2009 — 2013
Bachelor of Science (BS), Finance
American Century Investments November 2011 - Present
American Century Investments October 2007 - October 2011
Boston Financial Data Services May 2006 - September 2007
Goldman Sachs May 2006 - September 2007
Skills
Series 6, Series 63, AAMS, Salesforce.com, Sales, Direct Sales, Finance, Sales Presentations, Travel Management, Professional..., Fusion, Asset Management, Investments, Customer Service, Marketing, Business Strategy, Process Improvement, Financial Analysis, Business Analysis, Leadership, Public Speaking
Education
The University of Kansas 2003 — 2006
Bachelor's degree, Sociology & History double major
American Century Investments May 2014 - Present
American Century Investments June 2013 - May 2014
American Century Investments August 2012 - June 2013
American Century Investments August 2010 - August 2012
American Century Investments March 2005 - August 2010
Kristin Dempsey/Raven Portraiture and Illustration January 1997 - December 2006
American Century Investments March 2005 - April 2006
Audio-Reader August 2000 - July 2003
Skills
Customer Service, Coaching, Coordination, Business Analysis, Call Center Development, Process Improvement, Client Experience, Customer Experience, Series 63, Call Centers, Mutual Funds, CRM, Relationship Management, Analysis, Salesforce.com, Financial Services, Human Resource...
Education
University of Kansas
BFA, Design
SHOESTRING: the nonprofit's agency January 1998 - Present
UMKC May 2000 - May 2001
America's Promise September 1999 - September 2000
Children's Mercy Hospital August 1997 - August 1999
American Century Investments May 1997 - September 1997
University of Kansas August 1994 - June 1996
LeMars Daily Sentinal August 1992 - May 1993
The Pitch September 1991 - September 1992
University Photography August 1990 - August 1992
Topeka Metro News September 1991 - May 1992
Skills
Advertising, Public Relations, Marketing Communications, Social Media Marketing, Copywriting, Marketing, Newsletters, Brand Development, Integrated Marketing, Non-profits, Social Media, Graphic Design, Public Speaking, Corporate Communications, Email Marketing, Press Releases, Photography, Media Relations, Nonprofits, Leadership, Web Design, Blogging, Brochures, New Media, Digital Media, Website Development, Versatile Writer, Digital Strategy, Logo Design, Editorial, Creative Direction, Direct Mail, Marketing Strategy, Fundraising, Online Marketing, Corporate Branding, Strategic Communications, SEO
Education
University of Kansas 1992 — 1996
Journalism: Business Communications & Advertising (William Allen White School of Journalism)
American Century Investments April 1992 - Present
Skills
Relationship Management, Sales, Key Account Management, Financial Services, Mutual Funds, Investments, Business Analysis, Morningstar, Competitive Analysis, Analysis, Market Analysis, Marketing, Identifying..., Research, Variable Annuities
Education
University of Kansas - Graduate School of Business 1997 — 1998
Master of Business Administration (M.B.A.)
University of Kansas 1987 — 1991
BA, Economics
VSR Financial Services January 2008 - Present
TIAA-CREF April 2004 - December 2007
American Century Investments October 1995 - March 2004
Skills
Series 4 Options..., Series 53 Municipal..., Series 7 General..., Series 24 General..., Series 6 Investment..., Series 63 Uniform..., Pershing Netx360, Morningstar Office, First Clearing...
Education
The University of Kansas
Bachelor of General Studies BGS
The Denver Post - Colorado Voices Columnist March 2015 - Present
Spit in The Wind Cards August 2005 - Present
American Century Investments July 1998 - May 2005
Skills
Leadership Development, Coaching, Organizational..., Talent Management, Staff Development, Public Speaking, Project Management, Illustration, Book Illustration, Writing, Drawing, Photography, Creative Writing, Editing, Instructional Design, Training, Essayist, Visual Arts
Education
The University of Kansas 1983 — 1988
University of Kansas- Lawrence
BA Elementary Education, Art and Education
The Standard August 2014 - Present
American Century Investments May 2013 - July 2014
American Century Investments July 2012 - June 2013
The Hartford March 2011 - June 2012
American Financial Management June 2010 - February 2011
Skills
Retirement, 401k, Mutual Funds, Series 63, Series 6, Financial Advisory, Financial Services, Zephyr, Finance, Asset Allocation, Portfolio Management, Morningstar, Financial Analysis, Insurance
Education
The University of Kansas 2006 — 2010
B.S., Finance
American Century Investments October 1988 - May 2007
American Century Investments 1995 - 2000
American Century Investments 1990 - 1995
Skills
Vendor Management, Training, Management, Process Improvement, Technical Writing, Leadership, Fundraising, Key Client Relationships, CRM, Customer Satisfaction, Sales, Editing, Internal Communications, Financial Services, Strategic Planning, Writing, Business Analysis, Project Management, Marketing, Mutual Funds, Visio, Customer Service
Education
Webster University 1996 — 1998
MA, Legal Studies/Paralegal Certificate
Webster University 1992 — 1995
MA, Business and Management
The University of Kansas
BA, Commercial Art, Fashion Illustration
American Century Investments October 2007 - Present
Transamerica October 2000 - October 2007
Skills
Series 63, Investments, Mutual Funds, Asset Allocation
Education
The University of Kansas 1961 — 1966
American Century Investments January 2011 - Present
ETF Portfolio Partners July 2009 - August 2010
American Century Investments 1991 - 2008
Wolferman's 1983 - 1987
Skills
Marketing Communications
Education
The University of Kansas
MS, Marketing Communications
The University of Kansas
BS, Business Administration
American Century Investments October 2001 - Present
Petty & Company May 1997 - March 2001
Skills
Series 7, Equities, Portfolio Management, Alternative Investments, Asset Managment, Investments, Fixed Income, Wealth Management, Derivatives, Trading, Retirement Planning, Mutual Funds, Options, Retirement, Series 63, Investment Strategies, Investment Management
Education
University of Kansas 1984 — 1988
Pem Day 1976 — 1983
The Kansas City CARE Clinic September 2011 - Present
J.P. Morgan Retirement Plan Services January 1993 - September 2011
JP Morgan November 1999 - July 2004
American Century Investments January 1993 - October 1999
Education
The University of Kansas 1987 — 1992
Cuka Family January 2012 - Present
IMRE July 2011 - December 2011
American Century Investments January 2006 - June 2011
Kansas City Public Library 1999 - 2006
Skills
Media Relations
Education
The University of Kansas 2002 — 2005
M.S., Journalism
Valparaiso University 1990 — 1994
B.A., Political Science, Public Relations
American Century Investments May 2015 - Present
Accuvant + FishNet Security = NOW! June 2014 - May 2015
FishNet Security August 2013 - May 2014
NetStandard, Inc. May 2011 - April 2013
Sounding House April 2008 - April 2011
American Century Investments October 2000 - December 2001
American Century Investments March 1999 - October 2000
American Century Investments February 1992 - March 1999
Twentieth Century Investments August 1991 - February 1992
Comer Packaging 1990 - 1991
Skills
Team Building, Recruiting, Customer Service, Organizational..., Leadership Development, Mentoring, Strategic Hiring, Team Leadership, Influential Communicator, Trusted Advisor, Best Practices, Bringing out the best..., Creativity, Creative Solutions, Employee Loyalty, Thinking Outside The Box, IT Recruitment, Human Resources, Employee Benefits, Talent Management, Employee Relations, Management, Security, Coaching, Leadership, Vendor Management
Education
National Association of Securities Dealer
Registered Representative, Series 6 and 63
University of Kansas
Bachelor of Sciences Journalism, Advertising /Broadcast Sales Mgmt
Kapaun Mount Carmel
American Century Investments April 2015 - Present
American Century Investments May 2014 - April 2015
Hint Productions March 2014 - April 2014
Kookiedoodle Crafts August 2013 - January 2014
Gordon Biersch Brewery Restaurant May 2013 - September 2013
Hilltop Daycare September 2012 - May 2013
Boys and Girls Clubs of America January 2010 - May 2013
Laugh Out Loud June 2012 - October 2012
KUnights.com January 2012 - June 2012
Iroquois Springs Summer Camp June 2011 - August 2011
Skills
Social Media, Public Relations, Public Speaking, Leadership, Creative Writing, Blogging, Market Research, Adobe Illustrator, Adobe Photoshop, Nonprofits, Teaching, Drawing, Microsoft Excel, PowerPoint, Youth Development, Youth Mentoring, Painting, Screenwriting, Acting, Event Planning, Volunteer Management, Video Editing, Speech Writing, Web Design
Education
University of Kansas 2009 — 2013
Strategic Communications, Public Relations, Marketing, Advertising, Film, Sociology
Bishop Miege High School 2005 — 2009
Collages.net 2013 - Present
De novo Digital June 2011 - Present
Engage Mobile Solutions 2012 - 2013
American Century Investments 1999 - May 2011
American Century 1992 - May 2011
Skills
Customer Experience, Business Strategy, Strategic Planning, Digital Strategy, Leadership, Mobile Technology, Web Strategy, Organizational Design, Project Management, Business Analysis, Vendor Management, Strategy, Analytics, Risk Management, B2B, Digital Marketing, Executive Management, Online Marketing, Mobile Applications, Business Process..., Email Marketing, Start-ups, E-business, CRM, Sales, E-commerce
Education
University of Kansas 1989 — 1992
MS Ed, Exercise Physiology
University of Missouri-Columbia 1980 — 1984
BGS, Finance, Music, Communication Arts
Mortgage Lenders of America June 2013 - Present
Found Marketing Strategy April 2008 - December 2013
Callahan Creek October 2006 - April 2008
American Century Investments February 2005 - October 2006
Nueterra Healthcare 2004 - 2005
ResMed Corp 1998 - 2004
Skills
Digital Marketing, Social Media Marketing, Direct Marketing, Marketing Strategy, Marketing Communications, Strategy, Marketing, Lead Generation, Customer Insight, Business Development, Segmentation, CRM, Sales Management, B2B, Brand Management, Social Media, Budgets, E-commerce, Interactive Marketing, Analysis, Advertising, Brand Architecture, Brand strategy, Cross-functional Team..., Management, Email Marketing, Leadership, Integrated Marketing, Sales, Strategic Planning, Online Advertising, Online Marketing, Market Planning, Customer Acquisition, Direct Mail
Education
University of Kansas 2002 — 2004
Master of Science (M.S.), Integrated Marketing Communications
The University of Kansas 1992 — 1996
Bachelor's Degree, English Language and Literature with emphasis in Creative Writing
American Century Investments April 2011 - Present
KC IIA Chapter 2015 - 2015
KC IIA Chapter 2015 - 2015
Kansas City Power & Light Company September 2010 - April 2011
Protection One Alarm Monitoring October 2007 - June 2010
State Street August 2003 - October 2007
Grant Thornton, L.L.P September 2001 - August 2003
Skills
Auditing, Data Analytics, Sarbanes-Oxley Act, Risk Assessment, Internal Controls, Analysis, Internal Audit, Financial Statements, Management, Sarbanes-Oxley, Software Documentation, Financial Risk, Risk Management, Finance
Education
University of Missouri-Kansas City 2013 — 2016
Master of Business Administration (MBA), Finance, General
The University of Kansas 2000 — 2003
Bachelors, Economics
American Century Investments 2010 - 2014
American Century Investments 2003 - 2010
American Century Investments 1998 - 2003
Mayer Hoffman McCann P.C. (CBIZ) 1995 - 1998
Skills
Mutual Funds, Investments, Investment Management, Financial Analysis, Finance, Asset Allocation, Asset Management, Equities, Portfolio Management, Series 63, Investment Strategies, Alternative Investments, Series 6, Series 26, Series 11
Education
University of Missouri-Kansas City 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
University of Missouri-Kansas City 1993 — 1995
BS Accounting, Accounting and Finance, Graduated with Distinction
The University of Kansas 1986 — 1991
Bachelor's Degree, Economics
Shawnee Mission South
Overland Park, KS, High School
Indian Creek
Overland Park, KS, Junior High School
Cure' of Ars
Leawood KS, Grade School
RiverPoint March 2015 - Present
Greater Kansas City Chamber of Commerce January 2015 - Present
KCDMA 2014 - Present
LittleHoots, LLC. April 2013 - Present
Sprint Nextel May 2011 - November 2014
Quest Diagnostics 2011 - 2011
Voltage Creative & River City Studio 2010 - 2011
VML & Barkley 2007 - 2010
Sprint 1999 - 2007
American Century Investments 1993 - 1999
Skills
CRM, Integrated Marketing, Project Management, Product Management, Marketing, Leadership, Management, Account Management, Online Advertising, Cross-functional Team..., Strategic Planning, Telecommunications, Mobile Devices, Mobile Applications, Marketing Strategy, Social Media, Digital Marketing, Entrepreneurship, Social Media Marketing, SAP, Project Planning, Community Engagement, Community Outreach, SEO, Program Management, Vendor Management, Product Marketing, Business Analysis, Mobile Technology, MS Project, Process Improvement
Education
The University of Kansas 1991 — 1995
Communication Studies, Marketing and Communications
American Century Investments
Skills
Visio, JCL, Business Analysis, Management, Strategic Planning, SQL
Education
The University of Kansas 1987 — 1993
American Century Investments September 2004 - Present
Skills
Recruiting, Onboarding, Talent Management
Education
University of Missouri-Kansas City 2005 — 2008
MBA, Leadership & Change
The University of Kansas 2000 — 2004
BA, Economics
Bizi Bee Boutique LLC 2013 - Present
The Bizi Bee December 2010 - Present
American Century Investments January 2013 - August 2013
Morgan Stanley November 2012 - January 2013
Equestrian Influence Inc July 2012 - December 2012
CoolProducts.com December 2011 - May 2012
University of Kansas: Strategic Campaigns August 2011 - December 2011
Santio Equestrian Apparel May 2011 - August 2011
Skills
Social Media Marketing, Blog Marketing, Creative Strategy, Facebook, Blogging, Journalism, Web Marketing, Social Media, Wordpress, SEO, Hootsuite, Final Cut Pro, Photoshop, Google Analytics, Advertising, Marketing Communications, Online Advertising, Marketing Strategy, Horses, Show Jumping, Equestrian, Broadcast, 3D, Outlook, Social Media Outreach, Strategic Communications, LinkedIn, Twitter, Social Media Measurement, Equestrian Style, Fashion, Fashion Writing, Fashion Blogging, Client Services, Press Releases, WordPress, Sponsorship, Email Marketing, Pinterest, Marketing, Social Networking, Online Marketing, Blogger, Brand Awareness, Public Relations, Direct Marketing, Brand Management, Web Content
Education
University of Kansas 2008 — 2012
Bachelor of Science (BS), Journalism:Strategic Communications
American Century Investments July 2010 - Present
Kansas Public Employees Retirement System November 2007 - July 2010
American Red Cross August 2005 - November 2007
Rydex Investments April 2001 - July 2005
Skills
Alternative Investments, Mutual Funds, Equities, Asset Managment, Investments, Series 7, Portfolio Management, Investment Strategies, Series 63, Data Analysis, Private Equity, Due Diligence, Microsoft Excel, Capital Markets, Investment Management, Asset Management, Competitive Analysis, Analysis
Education
University of Kansas 1994 — 2000
Economics
American Century Investments June 2010 - Present
American Century Investments 2010 - 2010
Lied Center of Kansas June 2009 - August 2009
Hungry Cats Incorporated November 2008 - March 2009
Education
The University of Kansas 2005 — 2009
Bachelor, Journalism - Strategic Communication
American Century Investments September 2014 - Present
Euronet Worldwide November 2011 - September 2014
Marks Nelson Vohland Campbell Radetic LLC August 2009 - November 2011
Skills
Tax, Auditing, Tax Returns, Accounting, Tax Preparation, Financial Planners, Management, Forensic Accounting, Financial Accounting, Financial Statements, Corporate Tax, General Ledger
Education
University of Kansas 2003 — 2009
BS & BA, Accounting, Political Science, & Philosophy
American Century Investments April 2015 - Present
American Century Investments June 2014 - April 2015
BASYS Processing Inc. October 2013 - December 2013
Bank of Prairie Village October 2009 - April 2013
Northwestern Mutual January 2009 - September 2009
Skills
Sales, Risk Management, Financial Analysis, New Business Development, Marketing, Leadership, Microsoft Office, Strategic Planning, Management, Social Media, Loans, Finance, Microsoft Excel, Marketing Strategy
Education
The University of Kansas 2003 — 2008
BGS, Economics, Business
JP Morgan Chase 2006 - Present
JPMorgan Chase 2003 - 2006
American Century Investments 1999 - 2001
Wyndham Garden Hotel 1997 - 1999
Education
University of Kansas 1992 — 1996
Bachelor of Science, Journalism
Saepio Technologies July 2015 - Present
Perceptive Software October 2010 - July 2015
Perceptive Software December 2009 - October 2010
Ewing Marion Kauffman Foundation May 2007 - September 2009
American Century Investments January 1997 - May 2007
American Century Investments January 1995 - December 1996
American Century Investments May 1991 - December 1994
Skills
Financial Analysis, Business Analysis, Salesforce.com, PeopleSoft, Strategic Planning, Financial Reporting, Finance, Business Intelligence, Forecasting, Budgets, Analysis, Mergers, Microsoft Excel, Investments, Competitive Analysis, Financial Modeling, Process Improvement, Strategic Financial..., Business Process..., Access, Mergers & Acquisitions, Managerial Finance, Financial Planning
Education
University of Kansas - Graduate School of Business 1993 — 1995
MBA
The University of Kansas 1989 — 1993
BS-Accounting
Waddell & Reed May 2014 - Present
American Century Investments July 2010 - May 2014
Invesco Aim June 2009 - August 2009
Boyer Corporon Wealth Management November 2006 - May 2008
PNC Bank; Midland Loan Services September 2005 - November 2006
Skills
Investments, Analysis, Equity Research, Investment Strategies, Equities, Bloomberg, Data Analysis, Valuation, Financial Modeling, Investment Management, Equity Valuation, Bonds
Education
University of Wisconsin-Madison - School of Business 2008 — 2010
MBA, Applied Securities Analysis Program
The University of Kansas 2001 — 2005
Finance, Finance and Philosophy
American Century Investments February 2014 - Present
American Century Investments October 2010 - February 2014
American Century Investments February 2010 - August 2011
American Century Investments March 2008 - August 2010
Skills
Mutual Funds, Financial Services, Investments, Series 63, Series 7, Asset Allocation, Asset Management, Retirement Planning, Series 6, Investment Strategies, Retirement, 401k, Investment Management
Education
University of Kansas 2008 — 2014
Master of Arts (MA), Business/Corporate Communications
Texas Christian University 1983 — 1987
BA, Education
3201 Consulting LLC November 2008 - Present
American Century Investments October 1996 - November 2008
American Century Investments October 1996 - November 2008
Education
The University of Texas at Austin 1990 — 1992
MA, Communication
The University of Kansas 1986 — 1990
Bachelor of Arts, History and Communication Studies
American Century Investments 2008 - Present
Hopkins Appraisal Service January 2008 - August 2008
North American Savings Bank August 2004 - November 2006
Education
The University of Kansas 1988 — 1993
Waddell & Reed 2008 - Present
American Century Investments February 2003 - November 2007
American Century Investments 1998 - 2003
American Century 1997 - 1998
Utilicorp United 1995 - 1997
K.C. and C., Inc. 1990 - 1995
Education
The University of Kansas 1983 — 1987
American Century Investments May 2014 - Present
American Century Investments April 1994 - May 2014
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Strategic Financial..., Managerial Finance, Budgets, Internal Controls, Accounting, PeopleSoft, Finance, Business Process..., Business Analysis, Forecasting, Auditing
Education
University of Kansas 1981 — 1986
BS, Accounting/Business Administration
Intouch Solutions August 2011 - Present
TEK Systems February 2011 - December 2011
Analysts International January 2009 - February 2011
American Century Investments October 2000 - November 2008
American Century April 1999 - October 2000
American Century July 1998 - April 1999
Phoenix Gallery 1997 - June 1998
H.J. Meyers 1997 - 1997
Skills
Requirements Analysis, Quality Center, Agile Methodologies, Quality Assurance, WinRunner, User Acceptance Testing, SDLC
Education
The University of Kansas 1984 — 1993
Bachelor of Arts, Majors: Art History and Physical Anthropology an additional emphasis in Environmental Studies.
American Century Investments August 1997 - Present
The Nelson-Atkins Museum of Art August 1994 - May 1997
Skills
Brochures, Art Direction
Education
The University of Kansas 1986 — 1990
BFA, Visual Communication, Graphic Design
UMB Financial (Scout Investment Advisors) March 2004 - September 2010
CNBS, LLC September 2002 - June 2003
American Century Investments October 1997 - September 2002
Skills
Investments, Mutual Funds, Fixed Income
Education
University of Kansas - Graduate School of Business 1999 — 2002
MBA, Finance
The University of Kansas 1989 — 1994
Bachelor of Science, Business Administration
T.D. Ameritrade October 2011 - Present
American Century Investments June 2005 - July 2010
American Century Investments February 2000 - June 2005
American Century Investments November 1996 - January 2000
American Century Investments August 1993 - February 1996
American Century Investments July 1992 - August 1993
American Century Investments October 1991 - August 1993
Education
The University of Kansas 1986 — 1990
BS, Communications
American Century Investments Sales ConsultantAmerican Century InvestmentsOctober 2000 - Present
American Century Investments 2001 - 2006
Skills
Portfolio Management, Mutual Funds, Series 63, Marketing Strategy, Customer Service, Marketing Communications, Series 7, Series 6, 401k, Asset Allocation, Investments
Education
Webster University 2004 — 2006
MA, Marketing
The University of Kansas 1996 — 2000
BA, Communications
WitnessWork June 2014 - Present
Pennebaker Fifth Ring January 2010 - August 2013
WitnessWork April 2008 - January 2010
Burns & McDonnell June 2005 - April 2008
Three Dog Bakery January 1999 - January 2003
American Century Investments 1998 - 1999
Trozzolo Communications Group 1998 - 1999
Center for Trial Insights 1996 - 1998
Sound warehouse 1995 - 1996
Skills
Strategic Brand..., Strategic Brand..., Marketing Research, Litigation Consulting, Litigation Support, Marketing Communications, Strategic Communications, Corporate Communications, Marketing, Analysis, Brand Development, Corporate Branding, Marketing Strategy, Advertising, Social Media Marketing, Training
Education
University of Missouri-Kansas City 2003 — 2005
MBA, Business Administration/Marketing
The University of Kansas
BGS, Communications
University of Missouri-Columbia
Exclusive Resorts January 2007 - Present
American Century Investments September 1990 - May 2005
Education
The University of Kansas 1984 — 1988
Cerner Corporation August 2015 - Present
Cerner Corporation March 2015 - Present
Cerner Corporation September 2012 - Present
Cerner Corporation March 2011 - August 2012
Cerner Corporation March 2010 - March 2011
Cerner Corporation March 2009 - March 2010
Cerner Corporation January 2007 - March 2009
American Century Investments May 2005 - January 2007
State Street Bank July 2003 - April 2005
Skills
Data Analysis, Financial Analysis, Analysis, Leadership, Accounting, Finance, ERP, Budgets, Marketing
Education
University of Missouri-Kansas City 2004 — 2006
Masters of Science
The University of Kansas 1998 — 2003
Bachelor of Science
The University of Kansas 1998 — 2002
Bachelor of Science
JPMorgan Chase 2008 - Present
JP Morgan 2008 - Present
J.P. Morgan Retirement Plan Services 2008 - Present
American Century 2000 - Present
J.P. Morgan 2008 - 2012
American Century Investments 2000 - 2008
Aventis Pharmaceuticals 1986 - 2000
Marion Laboratories 1986 - 2000
sanofi-aventis 1986 - 2000
Marion Merrell Dow 1986 - 2000
Education
The University of Kansas
Bachelor of Science, Secondary Education
University of Missouri-Kansas City
Master of Arts, English
EFL Associates, a CBIZ Company September 2008 - April 2012
American Century Investments March 2005 - August 2008
American Century Investments November 2001 - March 2005
American Century Investments March 1997 - November 2001
American Century Investments May 1993 - March 1997
American Century Investments May 1989 - May 1993
Education
The University of Kansas 1982 — 1986
BS, Business
American Century Investments 2011 - Present
American Century Investments February 2009 - February 2011
American Century Investments June 2004 - February 2009
American Century Investments October 2003 - May 2004
American Century Investments February 2003 - October 2003
American Century April 2000 - February 2003
American Century Investments July 1998 - April 2000
Skills
Investments, Bloomberg, Fixed Income, Risk Management, Accounting, Mutual Funds, Equities, Fund Accounting, Fund Accounting..., Operations Management, Operational Planning, Document Review, Derivatives, Change Management, Team Management, Personnel Management, Employee Training, Project Planning
Education
The University of Kansas 1993 — 1998
BS, Business Administration
Dex Media, Inc. September 2013 - Present
American Century Investments March 2011 - September 2013
Spencer Reed Group March 2010 - December 2010
Zacks Investment Research November 2004 - February 2010
Deutsche Bank 1996 - 2004
Skills
ETFs, Series 7, Investments, Series 6, Series 63, Asset Allocation, Securities, Insurance, Asset Managment, Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, Financial Advisory, Equity Research, Financial Markets, Relationship Management, 401k, Marketing, Sales, Equities, Investment Management, Retirement, Asset Management
Education
The University of Kansas 1991 — 1995
BA, Business Communications, Slavic Languages
The Jones Group RE December 2013 - January 2015
UMB Bank February 2005 - February 2013
Missouri Democratic Party June 2004 - November 2004
American Century Investments June 1999 - April 2004
Skills
Fundraising, Investments, Public Relations, Event Management, Volunteer Management, Wealth Management, Strategic Financial..., Finance, Newsletters, Financial Planning, Editing, Customer Service, Securities, Event Planning
Education
University of Missouri-Kansas City 2000 — 2001
Financial Planning and Services
University of Kansas 1995 — 1999
Art History, Art History, English
Commerce Bank June 2009 - Present
American Century Investments January 2007 - November 2008
American Century Brokerage, Inc. January 2007 - November 2008
American Century Investment Services, Inc. January 2007 - November 2008
Commerce Bank and Commerce Trust Company September 1999 - January 2007
FINRA (formerly NASDR) January 1993 - September 1999
Education
The University of Kansas 1987 — 1991
BS, Business Administration
ReeceNichols 2013 - Present
just add cake March 2008 - September 2009
American Century Investments October 1996 - April 2003
Skills
Public Speaking, Marketing, Sales Management, Strategic Planning, Advertising, Customer Service, Research, Team Building, Sales, Negotiation, Team Leadership, Mutual Funds, Selling, Training, Coaching, Contract Negotiation, Management, Account Management, Leadership, Microsoft Office, Budgets, Event Planning, Nonprofits
Education
The University of Kansas 1990 — 1994
B.S., Recreational Therapy
St. Thomas Aquinas 1986 — 1989
American Century Investments 1992 - 2008
Education
The University of Kansas
Bachelor of Science in Business Administration, Business
Ewing Marion Kauffman Foundation May 2007 - Present
American Century Investments August 2003 - May 2007
American Century Investments 2000 - 2003
Education
University of Kansas 1994 — 1998
BS, MAIS, Accounting, Business Admin, Audit
American Century Investments 1999 - Present
Cerner Corporation 1997 - 1999
Teletrac 1996 - 1997
Knight Ridder Financial 1983 - 1996
Skills
Enterprise Architecture, IT Management, Vendor Management, IT Strategy, Information Technology, Change Management, Business Analysis, Integration, SDLC, Software Development, Process Improvement, Program Management, SharePoint, Application Architecture, Disaster Recovery, Business Intelligence, Requirements Analysis, Software Project..., Agile Methodologies, Data Center, Data Warehousing, Visio
Education
The University of Kansas 1977 — 1981
BS, Computer Science
Principal Financial Group June 2010 - Present
American Century Investments January 2003 - November 2008
American Century Investments January 1999 - January 2003
Skills
401k, Retirement Planning, Retirement, Financial Advisory, Financial Services, Pensions, Defined Benefit, Relationship Management, Wealth, Qualified Retirement...
Education
Webster University 1995 — 1997
MBA, MBA
The University of Kansas 1988 — 1992
Journalism, Business Communications
The University of Kansas 1988 — 1992
Bachelor’s Degree, Journalism, Business Communications
American Century Investments September 1993 - Present
Skills
Investments, Financial Analysis, Portfolio Management, Asset Management, Risk Management, Business Strategy, Business Analysis, Finance, Equities, Mutual Funds
Education
The University of Kansas 1986 — 1990
Santa Fe Tow Service January 2006 - Present
American Century Investments October 1985 - September 2004
Skills
Asset Allocation, Financial Services, Investments, Insurance, Relationship Management, Series 63, Leadership, Financial Analysis, Mutual Funds, Series 7, Portfolio Management, Training, Marketing, Management, New Business Development, Retirement Planning, Risk Management, Budgets, Customer Service, Strategic Planning
Education
The University of Kansas 1984 — 1986
Business
Jackson National Life 2003 - Present
American Century Investments 1999 - 2002
Skills
Microsoft Excel, Microsoft Office, Strategic Planning, Insurance, Customer Service, Training, Management, Process Improvement, Financial Planning, Marketing, Series 63, Series 6, Risk Management, Salesforce.com, Asset Management, Public Speaking, Securities
Education
The University of Kansas 1991 — 1996
BA, Psychology
Circle High School
American Century Investments December 2008 - Present
American Century Investments 2006 - 2008
American Century Investments 2003 - 2006
JPMorgan 2001 - 2003
American Century Investments November 1999 - 2001
Skills
Mutual Funds, FINRA, Series 63, Series 6, Securities, Asset Allocation, 401k, Retirement, Retirement Planning, Investment Strategies, Investments, Financial Services, Equities, Wealth Management, Relationship Management, Bloomberg, Separately Managed...
Education
Kansas City Business College 1978 — 1981
Court Reporting degree
The University of Kansas 1977 — 1978
EMB Statistical Solutions, LLC August 2011 - Present
YRC Worldwide, Inc. May 2010 - August 2011
American Century Investments August 1997 - September 2009
John Deere June 1996 - August 1997
Eagle Food Centers October 1989 - January 1996
Sprint February 1988 - September 1988
Yellow Freight Systems 1984 - 1988
Skills
Telecommunications, Software Development, Disaster Recovery, Networking, Hardware, Project Management, DB2, Unix, SAN, Requirements Analysis, Windows, Enterprise Software, Enterprise Architecture, Servers, Security, SQL, Project Planning, Databases, Testing, JCL, Storage, Management, Agile Methodologies, Vendor Management, System Administration, Programming, SDLC, Mainframe, COBOL
Education
ECPI (Electronic Computer Programming Institute) 1974 — 1974
Cobol, Assembler, RPG, Fortran
The University of Kansas
Computer
American Century Investments March 2012 - April 2015
American Century Investments March 2008 - March 2012
Price Waterhouse January 1993 - February 1996
Skills
Budgets, Financial Analysis, Asset Management, Microsoft Excel, Mutual Funds, Financial Modeling, Cost Allocation, Risk Management, Financial Reporting, Strategic Financial..., Process Improvement, Financial Systems, Investments, Equities, Treasury, Finance, Financial Institutions, SEC filings, Fund Of Funds, Financial Services
Education
The University of Kansas 1988 — 1992
Undergraduate, Business & Accounting
Ivy Funds February 2014 - Present
American Century Investments June 2008 - February 2014
American Century Investments June 2005 - May 2008
American Century Investments December 2000 - May 2005
Skills
Investments, Mutual Funds, Series 63, Asset Allocation
Education
The University of Kansas
American Century Investments April 2014 - Present
American Century Investments September 2013 - April 2014
Emprise Bank November 2010 - September 2013
Smith Barney 2006 - 2008
Skills
Wealth Management, Mutual Funds, Series 63, 401k, Banking, Finance, Financial Services, Investments
Education
The University of Kansas 2006 — 2010
Bachelor's, Economics
American Century Investments April 1998 - Present
Clinical Reference Laboratory 1996 - 1998
Skills
Investments, Asset Allocation, Asset Management, Equities, Mutual Funds, Strategic Planning, Software Documentation, Series 63
Education
The University of Kansas
American Century Investments June 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Financial Analysis, Sales
Education
University of Kansas 2005 — 2009
Bachelor's degree, Communication, Journalism, and Related Programs
University of Kansas 2005 — 2009
Journalism, Public Relations, Advertising, and Applied Communication
Retired and enjoying time with family December 2014 - Present
BNY Mellon Asset Management February 2011 - Present
American Century Investments March 1987 - July 2008
Skills
Account Management, New Business Development, Insurance, Finance, Sales, Business Strategy, CRM, Business Development, Investments, Budgets, Strategic Financial..., Mutual Funds, Asset Management
Education
The University of Kansas 1976 — 1981
Bachelors, Liberal Arts/General Studies
American Century Investments January 2015 - May 2015
American Century Investments December 2009 - January 2015
American Century Investments May 2008 - December 2009
Skills
Mutual Funds, Asset Allocation, Investments, Investment Strategies, Equities, Asset Management, Financial Modeling, Financial Analysis, Alternative Investments, Portfolio Management
Education
The University of Kansas 1996 — 1998
Bachelor of General Studies, Psychology
OMNI Employment Management Services LLC October 2013 - Present
EFL Associates, a CBIZ Company September 2010 - April 2013
American Century Investments September 1994 - July 2000
American Century Investments May 1992 - September 1994
Skills
Talent Acquisition, Leadership, Nonprofits, Executive Search, Search, Marketing, Applicant Tracking..., Employee Benefits, Sales, Customer Service, Talent Management, Interviews, Internet Recruiting, Sourcing, Human Resources, Technical Recruiting, Recruiting
Education
The University of Kansas 1986 — 1990
BS, Journalism
Ashmore August 2012 - Present
Headstrong 2011 - July 2012
Trumbower Financial Advisors November 2008 - April 2011
American Century Investments 2003 - 2008
Skills
Equities, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Investment Strategies, Management, Analysis, Capital Markets, Finance, Asset Management, Due Diligence, Financial Modeling, VBA, Bloomberg, Investment Management, Valuation
Education
University of Kansas 1989 — 1995
BSE Mathematics, Education
American Century Investments April 2013 - Present
American Century Investments June 2005 - March 2013
Grant Thornton 2003 - 2005
Miller Haviland Ketter PC, PA 2002 - 2003
Education
University of Missouri Kansas City
Masters of Science in Accounting
University of Kansas
Bachelors in Health Information Management
American Century Investments March 2008 - Present
ING August 1999 - March 2008
Mercantile Bank April 1996 - August 1999
Skills
Accredited Investment...
Education
University of Kansas 1985 — 1989
Bachelor of Science, Business Administration
J.P. Morgan May 2003 - Present
TIAA-CREF 2013 - 2015
American Century Investments September 1991 - May 2005
Pizza Hut August 1990 - February 1991
Skills
Financial Services, Customer Service, Benefit Plan..., Retirement, Investments, Mutual Funds
Education
University of Kansas 1986 — 1990
Bachelor of Arts (B.A.), Communication, General
Truman High School
UMB Bank March 2015 - Present
DST Systems August 2009 - March 2015
American Century Investments 2005 - 2008
American Century Investments 1998 - 2003
Education
The University of Kansas
Asurion 2011 - Present
Boston Financial Data Services 2006 - 2010
American Century Investments 1983 - 2005
Education
The University of Kansas 1976 — 1978
Boehringer Ingelheim January 2008 - Present
Dive World Scuba 2010 - 2014
Ocean Divers Key Largo 2010 - 2010
Boehringer Ingelheim January 2005 - December 2007
Boehringer Ingelheim February 2003 - December 2004
Aon Hewitt May 1999 - February 2003
American Century Investments August 1991 - May 1999
Skills
Pulmonology
Education
The University of Kansas
Bachelor of Arts (B.A.)