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
Shelter Insurance May 2009 - Present
Edward Jones October 2008 - February 2009
American Century Investments January 2007 - May 2008
American Century Investments August 2000 - December 2006
American Century Investments July 1996 - July 2000
American Century Investments June 1992 - June 1996
Education
Missouri Western State University 1976 — 1980
B.S., Data Processing
Children's Hospital Association 2009 - Present
Children's Hospital Association 2006 - 2009
DST Systems 1993 - 2001
DST Systems 1990 - 1993
American Century Investments 1987 - 1990
Skills
Leadership Development, Instructional Design, Training Delivery, Needs Analysis, Performance Consulting, Organizational..., Coaching, Blended Learning, Learning Management, Management Development, Employee Engagement, Instructor-led Training, Learning Management..., Performance Improvement, Talent Management, Software Documentation, Executive Coaching, Training, ADDIE, Performance Management, Workshop Facilitation, Staff Development, Leadership, Onboarding, Vendor Management, Organizational Behavior, Employee Training, Organizational..., Personal Development, Career Path Planning, Professional..., Cultural Management
Education
Ottawa University
Master of Arts (M.A.), Human Resources with concentration in Training and Development
University of Sioux Falls
Bachelor of Arts (B.A.), Sociology
Self-employed August 2009 - Present
Merrill Lynch August 2005 - August 2009
American Century Investments November 2000 - August 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Financial Advisory, Securities, Investment Management, Long Term Care Insurance, FINRA, Disability Insurance, Finance, Education Funding, Registered Investment..., Series 7, Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Portfolio Management, Retirement, Series 65, Life Insurance
Education
Missouri State University 1995 — 2000
Bachelor of Business Administration (BBA)
Webster University
Truman Medical Centers-Behavioral Health December 2010 - Present
Barton Community College June 2014 - Present
Truman Medical Centers December 2010 - May 2011
UMKC School of Medicine October 2008 - December 2010
Benilde Hall 2009 - 2009
American Century Investments 2005 - 2008
Skills
Therapists, Individual Psychotherapy, Group Therapy, Group Facilitation, Wellness Coaching, Positive Psychology, Sandtray Therapy, Play Therapy, Peer Support, Stress Management, Training, Compassion Fatigue, Burnout, Self-care, Care for the Caregiver, Motivational..., Job Development, Training Facilitation, Cognitive Psychology, Psychotherapy, Google Groups, Adolescents, Wellness, Behavioral Health
Education
Mid America Nazarene University 2010 — 2011
Post-Graduate Studies in Play Therapy, Play Therapy, Counseling, Psychology
University of Missouri-Kansas City 2007 — 2010
MA in Counseling and Guidance, Counseling, Psychology
Missouri Western State University 2001 — 2004
BIS-Bachelor of Interdisciplinary Studies, Psychology, Communications
Freelance Financial Writer/Editor February 2012 - Present
Teacher's Retirement System of New York City October 2013 - June 2014
Franklin Templeton Investments March 2008 - February 2012
Deutsche Private Wealth Management June 2005 - September 2007
Imagination Publishing December 2004 - June 2005
Standard & Poor's February 2002 - July 2003
American Century Investments 1999 - 2000
Investor's Business Daily 1997 - 1999
Financial World magazine November 1996 - September 1997
Skills
Financial Writing, White Papers, Industry and Company..., Shareholder..., High-Net-Worth Marketing, Investment Commentary, Research, Commentary, Content Management, Finance, Integrated Marketing, Publishing, Corporate Communications, Proofreading, Investor Relations, Copywriting, Investments, Editing, Internal Communications, Speech Writing, Public Relations, Strategic Communications, Thought Leadership, Pitch Books, Content Development, Blogging, Web Content, Newsletters, Journalism, Social Media, Press Releases, Ghostwriting, Editorial, Feature Articles, Online Advertising, Digital Marketing, Marketing, Copy Editing, Marketing Communications, Content Strategy, Media Relations, Social Media Marketing, Mutual Funds, Magazines, Marketing Strategy, Public Speaking, Digital Media, Advertising, Social Networking, Storytelling
Education
Northwestern University
MSJ, Journalism
Washington University in St. Louis
Bachelor of Arts, History
Intelligent Software Solutions March 2006 - Present
Intelliden, Inc. December 2000 - March 2006
Channelpoint June 1999 - December 2000
American Century Investments May 1996 - June 1999
MCI Telecommunications May 1995 - May 1996
Skills
Java, SOA, Weblogic, Software Development, Eclipse, Web Services, JBoss Application Server, XSLT, Hibernate, XML, Ant, Software Engineering, Java Enterprise Edition, Swing, System Architecture, PostgreSQL, Oracle, Tomcat, Technical Leadership, ESB, DB2, Enterprise Architecture, Integration, Spring, Subversion, J2EE, SQL, Geospatial Technologies, Eclipse RCP, WSDL, XSD, JMS, Apache Camel, Active MQ, Servicemix, OSGI, Maven, Enterprise Integration..., SOAP, Software Design, Security+, REST, Agile Methodologies, JDBC, JSF, Primefaces, BPMN, Alfresco
Education
Oklahoma State University 1993 — 1994
CIS
University of Central Oklahoma 1990 — 1993
American Century Investments 2012 - Present
American Century Investments 2010 - 2012
American Century Investments 2000 - 2010
American Century Investments 1997 - 2000
American Century Investments 1993 - 1997
American Century Investments 1991 - 1993
Skills
CPA, Mutual Fund Treasurer, Mutual Fund Accounting, Investment Operations, Institutional Operations, Fund Administration, Middle Office Operations, Investments, Accounting, Risk Management, Financial Analysis, Fixed Income, Fund Accounting, Financial Services, Mutual Funds
Education
Central Missouri State University 1987 — 1988
Master of Business Administration (MBA), Finance, General
Missouri State University 1982 — 1986
BS, Accounting
ReeceNichols Real Estate February 2013 - Present
Synergy Real Estate Group January 2012 - February 2013
Reece and Nichols July 2002 - January 2012
Coldwell Banker Residential Brokerage 1997 - 2002
American Century Investments 1992 - 1997
Northwest Missouri State University 1991 - 1992
Skills
Buyer Representation, Foreclosures, First Time Home Buyers, Short Sales, Single Family Homes, Sellers, New Home Sales, Real Estate, Condos, Relocation, REO, ABR, HUD, Investment Properties, Listings, Investors, Luxury, Move Up Buyers, New Homes, Property, Real Property, Referrals, Residential Homes, SFR, Seniors
Education
Northwest Missouri State University 1986 — 1990
BS, Public Relations
Platte County R-111 High School 1982 — 1986
Charles Schwab June 2014 - Present
American Century Investments June 2012 - June 2014
American Century Investments June 2010 - June 2012
Skills
Wealth Management, Retirement Planning, Investment Strategies, Series 7, Series 65, Series 63, Series 6, Mutual Funds, Asset Allocation, Investments, Financial Services, Financial Planning
Education
Missouri Western State University 2005 — 2010
Bachelor of Arts (B.A.), Economics
American Century Investments June 2014 - Present
VML July 2013 - June 2014
Northwest Missouri State University August 2012 - May 2013
VML May 2012 - August 2012
Knacktive December 2011 - April 2012
Northwest Missouri State University August 2011 - April 2012
Education
Northwest Missouri State University 2009 — 2013
Interactive Digital Media: New Media, Web and Multimedia Design and Development
eShipping August 2015 - Present
eShipping February 2013 - August 2015
American Century Investments May 2012 - August 2012
Northwest Missouri State University August 2011 - May 2012
American Century Investments May 2011 - August 2011
Skills
Social Media, Broadcast, Video Editing, Java, Project Management, Training, Teaching, Project Coordination, Microsoft Office, Adobe Creative Suite, Writing, Digital Photography, Corporate Communications, PHP, SQL, Project Planning, Analysis, Databases, Access, Software Documentation, Team Leadership, Time Management, Data Analysis, SharePoint, Visio, Customer Service, Microsoft Excel
Education
Northwest Missouri State University 2008 — 2012
Bachelor of Science (B.S.), Management Information Systems
Northwest Missouri State University 2008 — 2012
Bachelor of Science Education, Business Teacher Education
Piranhas Swim Club March 2013 - Present
Norwest Financial 1998 - 1998
American Century Investments September 1993 - October 1997
Skills
Event Planning, Leadership, Strategic Planning, Customer Service, Fundraising, Event Management, Investments, Financial Analysis, Budgets, Marketing Communications, Marketing Strategy, Data Analysis, Microsoft Word, Time Management, Public Speaking, Fluent in French, Multitasker
Education
Rockhurst University 1994 — 1997
MBA, finance
Northwestern University 1989 — 1993
Bachelor of Arts, French Studies/International Studies
St. Charles Catholic School August 2013 - Present
DST Systems November 2007 - June 2012
DST Systems March 2005 - October 2007
DST Systems June 1999 - February 2005
DST Systems August 1998 - May 1999
DST Systems July 1996 - July 1998
DST Systems August 1995 - June 1996
DST Systems September 1994 - July 1995
DST Systems November 1993 - August 1994
American Century Investments April 1993 - September 1993
Skills
Project Management, Management, Business Analysis, Supplier Evaluation, Requirements Gathering, Strategic Planning, Resource Management, Process Improvement, Software Development..., Leadership, Team Building, Staff Training &..., Staff Performance..., Client Relations, Strategy & Execution, Innovation Initiatives, Quality Assurance, Software Documentation, Training, Requirements Analysis, Strategy, Testing, Vendor Management, Business Process..., SDLC, Software Development, Analysis
Education
Northwest Missouri State University 1986 — 1990
Bachelor of Science
Kansas State University March 2015 - Present
Civil Air Patrol, US Air Force Auxiliary 2001 - Present
Blue Valley School District June 2008 - November 2014
J.P. Morgan - Retrement Plan Services August 2006 - July 2008
Blue Valley School District 2004 - 2006
Consulting Engagements September 2001 - August 2004
Zurich Financial Services March 1997 - September 2001
American Century Investments 1989 - 1997
National Association of Insurance Commissioners (NAIC) 1988 - 1989
Skills
Program Management, Process Improvement, Project Management, Business Analysis, Analysis, Visio, Team Building, Product Management, Leadership, Management, PMO, Access, System Administration, Strategic Planning, Databases, Testing, Vendor Management, Security, Software Development, IT Management, Software Documentation, Project Planning, SharePoint, Disaster Recovery, IT Strategy, Team Leadership
Education
Northwestern University - Kellogg School of Management 1999 — 1999
Certificate, Management
Bryan Institute 1981 — 1982
Certificate, Computer Programming
El Dorado High School 1974 — 1977
Mastercard Worldwide March 2010 - Present
HR Block August 2008 - March 2010
American Century Investments March 1998 - May 2008
American Century Investments 1998 - 2008
Skills
Data Center, Unix, Disaster Recovery, Windows, Vendor Management, Leadership, Networking, Operating Systems, Access, Business Analysis, Help Desk Support, IT Management, Integration, Management, Process Improvement, SDLC, System Deployment
Education
Keller Graduate School of Management 1993 — 1996
Masters, Project Management
Northwest Missouri State University 1979 — 1984
Bachelor of Science, Management/Data Processing
Rodan + Fields 2012 - Present
Fight Like A Woman August 2010 - August 2012
Just Like Me Designs 2004 - 2009
JP Morgan 1998 - 2004
American Century Investments 1987 - 1998
Skills
Customer Service, Skin Care, Sales, Team Building, Direct Sales, Marketing Communications, Coaching, Entrepreneurship, Acne, Marketing Strategy, Social Networking, Strategy, Skin Care Products, Team Leadership, Social Media Marketing, Team Motivation, Training & Development, Sales Presentations, Group Presentations
Education
Missouri State University 1984 — 1987
Bachelor’s Degree, Marketing
University of Oklahoma 1982 — 1984
Wichita North High 1979 — 1982
Jackson County Court Appointed Special Advocates February 2006 - Present
Community Volunteer in Kansas City 1999 - Present
Jackson County CASA March 2008 - February 2010
Jackson County CASA February 2006 - December 2006
JP Morgan RPS January 2003 - January 2006
American Century Investments 2001 - 2003
Skills
Fundraising, Non-profits, Special Events, Event Management, Social Media, Public Relations, Nonprofits, Customer Service, Media Relations, Event Planning, Marketing Communications, Volunteer Management, Public Speaking, Grants, Newsletters, Strategic Communications, Social Networking
Education
Northwest Missouri State University 1987 — 1991
Journalism, Journalism and Advertising
Discovery Benefits May 2015 - Present
Mojo Fit Studios May 2015 - Present
Discovery Benefits October 2012 - Present
Zumba Fitness LLC September 2008 - August 2013
Case New Holland - Fargo January 2010 - September 2012
Henry Wurst, Inc. June 2009 - July 2009
Ameriprise Financial January 2009 - May 2009
Weight Watchers August 2007 - December 2008
American Century Investments November 2004 - November 2008
Curves for Women November 2004 - May 2005
Skills
Customer Service, Training, Outlook, Microsoft Office, Coaching, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, PeopleSoft, Data Entry, Process Improvement, Access, Leadership, Management, Time Management
Education
Northern State University 1996 — 2000
Bachelor of Science, Environmental Science, General Business
America's Call Center October 2004 - August 2006
Northwestern Mutual (Ertz Agency) March 2002 - October 2004
American Century Investments April 1997 - September 2001
Skills
Adobe Software, Microsoft Office, Staff Training
Education
Globe University - Madison East 2010 — 2011
Associates, Interactive Media & Graphic Design
Northwest Missouri State University 1991 — 1992
History
Waddell & Reed March 2013 - Present
HNTB January 2012 - February 2013
HNTB January 2009 - January 2012
American Century Investments February 2007 - November 2008
American Century Investments February 2004 - February 2007
American Century Investments April 2000 - February 2004
American Century Investments 1997 - 2000
American Century Investments 1994 - 1997
Intertec Publishing 1991 - 1994
State Street (previously IFTC) 1986 - 1990
Skills
Enterprise Resource..., ERP Project / Program..., Enterprise Software, ERP, Software Implementation, Functional..., Activity Based..., Business Intelligence, OBIEE, Corporate Financial..., Financial Analysis, Budget Analysis, Forecasting, Process Improvement, Process Automation, Corporate FP&A, PeopleSoft, Oracle E-Business Suite, Oracle ERP..., Project Management, Cross-functional Team..., Vendor Management, Budgets, Software Documentation, Analytics, Finance, Leadership, Oracle, Management, Business Analysis
Education
Rockhurst University 1987 — 1991
MBA
Northwest Missouri State University 1982 — 1986
B.S.
Cameron HIgh School 1978 — 1982
American Century Investments February 2013 - Present
American Century Investments August 2008 - February 2013
American Century Investments March 2000 - July 2008
Skills
SDLC, Visio, Disaster Recovery, Vendor Management, Business Analysis, SharePoint, Business Process..., Requirements Analysis, IT Management, SQL, Enterprise Architecture, Software Project..., IT Strategy, Software Development, Process Improvement, Integration, Risk Management, Program Management, Business Intelligence, PMP, Resource Management, ITIL, Change Management, Information Technology, Budget Forecasts, Technology Leadership, Staff Development, SimCorp
Education
The George Washington University 2000 — 2002
Masters of Science, Project Management
Northwest Missouri State University 1989 — 1994
B.S., Computer Science
Waddell & Reed July 2010 - Present
Stowers Institute for Medical Research December 2008 - February 2010
American Century Investments October 1997 - November 2008
American Century Investments 1997 - 2008
Education
Missouri State University 1989 — 1993
BS, Finance
3rd Generation Hearing December 2010 - Present
Dan Murdock Musical Services December 1967 - Present
Moon City Big Band 2008 - 2014
Libel Hearing Aid Center October 2009 - January 2011
Sam's Club Hearing Aid Center 2011 - 2011
COMSYS March 2008 - January 2009
Liberty Fence Company July 1994 - January 2008
CIBER assigned to SPRINT January 2000 - January 2001
American Century Investments January 1994 - January 2000
DST Systems January 1991 - January 1994
Skills
Sales Management, Healthcare, Strategic Planning, Testing, Business Development, Sales, Project Management, New Business Development, Marketing Strategy, Program Management, Process Improvement, Medical Devices, Management, Team Building, Cross-functional Team..., Public Speaking, Product Management, Account Management, Team Leadership, Customer Service, Business Strategy, Product Development, Business Analysis, Leadership Development, Coaching, Marketing, Training, Leadership, Strategy, Analysis, Sales Operations, Entrepreneurship, Operations Management
Education
TechSkills 2007 — 2008
SCJP, Java programming
Missouri State University 1986 — 1988
B.S., Computer Information Systems
UMKC Conservatory of Music 1971 — 1973
Music Performance and Education
North Kansas City High School 1966 — 1969
diploma, Science and Math
PRA International November 2007 - May 2009
American Century Investments 1993 - 2007
Pyramid Life Insurance March 1991 - March 1993
NAIC 1990 - 1991
Business Men's Assurance 1983 - 1989
American General 1982 - 1983
Philadelphia Life Insurance 1980 - 1981
Skills
Vendor Management
Education
Northwest Missouri State University 1975 — 1979
BS, Marketing
Shafer, Kline & Warren, Inc. May 2013 - Present
Green ArchiTEXT / In-Print Communications 1997 - Present
City of Roeland Park Strategic Planning Committee February 2014 - Present
Kansas City Design Week October 2012 - Present
Center for Sustainable Engagement and Development October 2009 - Present
Ecotone Publishing January 2005 - Present
Historic Green 2007 - Present
USGBC-St. Louis Regional Chapter October 2008 - December 2010
State Street 1998 - 2000
American Century Investments 1993 - 1997
Skills
Social Media, Website Copy, book publishing, SEO, Blogging, Magazine Articles, White Papers, Ghostwriting, Sustainability, Writing, Social Media Marketing, Copywriting, Marketing Communications, Brand Development, Editing, Public Speaking, Publishing, Published Author, Nonprofits, Project Management, Journalism, Media Relations, Press Releases, Marketing, Facebook, Web Content, Content Development, Photography, Editorial, Magazines, Marketing Strategy, Feature Articles, Storytelling, Strategy
Education
Ohio University
BSJ, Magazine Journalism
Shenendehowa CHS
American Century Investments April 2014 - Present
American Century Investments December 2007 - April 2014
Virtus Investment Partners May 2006 - October 2007
Nationwide Financial May 2003 - May 2006
Skills
Investment Management, Mutual Funds, Strategic Planning, Sales, Series 7, Budgets, Business Development, Series 6, Asset Management, Teaching, Public Speaking, Zephyr Style Advisor, Morningstar, Series 63, Separately Managed..., Research, Board level experience, Series 24
Education
Ohio University 1995 — 1998
Bachelor of Business Administration (BBA), Finance, General
Reece Nichols Realtors October 2013 - Present
Better Homes & Gardens Kansas City Real Estate September 2001 - September 2012
American Century Investments September 1990 - January 1998
Russell Stover Candies October 1989 - September 1990
Skills
Real Estate, Contract Negotiation, Selling, First Time Home Buyers, Sellers, Investment Properties, Negotiation, Referrals, Team Building, Short Sales, Direct Sales, Training and Development, Relocation, Marketing, Foreclosures, Investors, Single Family Homes, Buyer Representation, Listings, Residential Homes, New Home Sales, Sales
Education
Oklahoma State University 1983 — 1987
BS, Business
Oklahoma State University 1983 — 1987
BS, Marketing, Home Economics
GSA August 2013 - Present
American Century Investments April 2013 - August 2013
GSA April 2009 - April 2013
American Century Investments August 2005 - April 2009
Skills
Sales, Mutual Funds, Negotiation, Contract Management, Customer Service, Sales Prospecting, Proactive self-starter, Close Attention to..., High Sense Of Urgency, Tenacious Work Ethic, Salesforce.com, Siebel, Presentations, Mentoring, CRM, Market Research, Team Leadership, Time Management, Procurement, Call Centers, Leadership, Teamwork, Training, Investments, Analysis, Insurance, Proposal Writing
Education
Rockhurst University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northwest Missouri State University 2000 — 2005
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
BlackRock October 2009 - Present
Rydex Investments January 2008 - January 2009
Rydex Investments August 2002 - January 2008
AllianceBernstein July 1999 - August 2002
Deutsche Bank Securities February 1998 - July 1999
American Century Investments February 1996 - February 1998
Mainstay Asset Management 1994 - 1996
Federated Investors 1991 - 1994
Merrill Lynch 1987 - 1990
Skills
Risk Management, ETFs, Separately Managed..., Mutual Funds, Alternative Investments, Series 7, Series 63, Asset Allocation, Series 24, Investment Strategies, Wealth Management, Investments, Asset Managment, Series 65, Investment Advisory
Education
Old Dominion University 1981 — 1986
Bachelor of Arts, International Affairs, Business Mgmt & Marketing
Universite de Grenoble 1984 — 1985
St. Mary Star of the Sea 1969 — 1973
Hallmark Cards May 2014 - Present
Hallmark Cards July 2001 - Present
American Century Investments October 1998 - July 2001
Schroders September 1996 - March 1998
Skills
Consumer Products, Forecasting, Shopper Marketing, Customer Insight, P&L Management, Competitive Analysis, Cross-functional Team..., Retail, Merchandising, Pricing, Product Development, Income Statement, Essbase, Financial Analysis, Pricing Strategy, Budgets, Sales Management, Supply Chain, Brand Management
Education
University of Missouri-Kansas City 1999 — 2001
MBA
New Jersey City University 1992 — 1994
BA
Waddell & Reed October 2011 - Present
one2one New Media May 2010 - October 2011
Directly Speaking Seminars and Coaching October 2009 - October 2011
Lil' Red Foundation July 2008 - June 2009
Greenies/Mars, Inc. June 2007 - July 2008
Greenies September 2005 - June 2007
Waddell & Reed 2004 - September 2005
ADT August 2003 - August 2004
ADT Security Services 2003 - 2004
American Century Investments 2000 - 2001
Skills
Strategic Planning, Marketing Strategy, Marketing, Public Speaking, Social Media, Advertising, Marketing Communications, Coaching, Social Media Marketing, Customer Service, Account Management, Sales, Event Planning, Leadership, Team Building, Contract Negotiation, Budgets, Management, Public Relations, Strategic Communications, Training
Education
Missouri Western State University 2002 — 2003
BS, Communications
University of Central Missouri 1979 — 1982
Communications
American Century Investments July 2011 - Present
Barkley May 2009 - July 2011
Fleishman Hillard December 2002 - February 2009
Skills
Media Relations, Testing, Public Relations, Press Releases, Strategic Communications, Internal Communications, Social Media, Integrated Marketing, Crisis Communications, Marketing Communications, Corporate Communications
Education
Northwest Missouri State University 1998 — 2002
BS, Advertising/Journalism
The University of Kansas
Master's Degree, Integrated Marketing Communications
Distant Visions of Curry February 2013 - August 2015
The Possibility Alliance March 2015 - July 2015
Saint Lukes Health System December 2011 - August 2012
Crossroads Chiropractic & Wellness Center May 2011 - December 2011
American Century Investments 2011 - 2011
Boulder County May 2010 - August 2010
Skills
Photoshop, PowerPoint, Word, Excel, Microsoft Office, Research, Wellbeing, Illustrator
Education
Naropa University 2009 — 2011
Bachelor of Arts (B.A.), Contemplative Psychology, 3.8
Omega Institute 2014 — 2014
Permaculture Design Certificate, Ecological Literacy
University of Colorado at Boulder 2007 — 2009
Bachelor of Arts (BA), Digital Arts
American Century Investments July 2015 - Present
American Century Investments January 2014 - July 2015
American Century Investments December 2011 - January 2014
American Century Investments October 2010 - December 2011
Bank of the West April 2008 - October 2010
Skills
Financial Services, Investments, Portfolio Management, Mutual Funds, Wealth Management, Asset Management, Equities, Financial Analysis, Risk Management, Finance
Education
Missouri Western State University 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Shawnee Mission North High School 1994 — 1999
Janus Capital Group August 2014 - Present
American Century Investments January 2014 - July 2014
American Century Investments February 2012 - January 2014
Skills
Strategic Financial..., Microsoft Excel, Retirement Planning, Financial Services, Investments, Portfolio Management, Retirement, Mutual Funds, Wealth Management, Asset Allocation, Investment Strategies, Fixed Income, Investment Advisory, Series 7
Education
Northwest Missouri State University 2006 — 2010
Bachelor's Degree, Marketing
Tecnológico de Monterrey 2009 — 2009
Summit Care, Inc February 2015 - Present
Global Plains Advisory Group May 2014 - February 2015
Husch Blackwell July 2013 - November 2013
American Century Investments June 2012 - September 2013
Skills
Customer Service, Employee Relations, Leadership, Payroll, Time Management, Outlook, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Social Media, PowerPoint, Team Leadership, Teamwork, Social Networking
Education
Northwest Missouri State University 2009 — 2013
Bachelor of Science (B.S.), Business Managemnet & Organizational Communications
Northwest Missouri State University January 2014 - Present
American Century Investments May 2014 - July 2014
Cerner Corporation May 2012 - August 2012
Skills
Troubleshooting, Technical Support, Java, SolarWinds Orion, Cisco IOS, Networking, Information Technology, Microsoft Office
Education
Northwest Missouri State University 2014 — 2016
Bachelor's Degree, Computer Science
Northwest Missouri State University 2011 — 2013
Associate's Degree, Science, Mathematics, and Computing, 3.4 GPA
Remax Revolution July 2014 - Present
American Century Investments October 2010 - June 2014
Capital Fulfillment Group April 2009 - December 2010
Citicards December 2007 - March 2008
American Century Investments June 1998 - June 2007
American Century Investments 1994 - 1998
Skills
Management, Contract Negotiation, Leadership, Account Management, CRM, Performance Management, Internal Audit, Training, Strategic Planning, Customer Satisfaction, Coaching, Budgets, Leadership Development, Process Improvement, Negotiation, Financial Services, Salesforce.com, Sales, Business Development, Mutual Funds, Vendor Management, Time Management, Business Analysis, Series 63
Education
Webster University 1998 — 2000
MA, Management
Northwest Missouri State University 1981 — 1985
BS, Housing and Interiors
American Century Investments July 2013 - Present
RiverPoint February 2010 - June 2013
VML February 2010 - June 2013
LTC Financial Partners June 2009 - February 2010
Sprint November 2003 - September 2008
TWG Consulting November 2001 - November 2003
Sprint January 1984 - November 2001
Skills
User Experience, Visio, Web development..., Web Development, Software Documentation, Six Sigma, Vendor Management, Drupal, Management, Project Management, Marketing, Program Management, Process Improvement, Mobile Phone Apps, Technical Documentation, Technical Writing, Business Analysis, Market Research, Qualitative Research, User Acceptance Testing, Business Intelligence, Quality Assurance, Leadership, Strategy, Telecommunications, SharePoint, Analysis, Team Building, Requirements Analysis, Requirements Gathering, Team Management
Education
Rockhurst University 1997 — 1999
National American University 1989 — 1993
BS
Florida TaxWatch April 2015 - Present
MFG September 2012 - March 2015
American Century Investments 2011 - 2012
Pension Consultants, Inc January 2008 - November 2011
Ozarks Technical Community College September 2007 - May 2008
College of the Ozarks 1998 - 2007
Drury University 2002 - 2006
Oklahoma State University August 1992 - August 1998
Oral Roberts University June 1996 - August 1996
Northwestern Oklahoma State University August 1989 - August 1992
Skills
Economics, Investments, Macroeconomics, Mutual Funds, Strategy, Analysis, Equities, Investment Management, Fixed Income, Portfolio Management, Financial Analysis, Investment Advisory, Leadership, Alternative Investments, Investment Strategies, Asset Allocation, Financial Services, Financial Markets, Equity Research, Quantitative Analytics, Asset Managment, Financial Modeling, Investor Relations, Valuation, Marketing Communications, Securities, Capital Markets, Derivatives, ETFs, Private Equity, Bloomberg, Emerging Markets, Wealth Management, Equity Valuation, Strategic Financial..., Corporate Finance, Bonds, Business Strategy, Due Diligence, FINRA, Asset Management, Finance, Retirement Planning, Labor Economics, Higher Education..., Higher Education..., Higher Education..., Industrial Relations, Industrial Organization, Economic Forecasting
Education
Oklahoma State University
Doctor of Philosophy (Ph.D.), Economics
University of Central Missouri
Master of Arts (M.A.), Economics
Missouri Western State University
Bachelor of Science in Business Administration (B.S.B.A.), Economics
College of the Ozarks
Professor, Economics
American Century Investments December 2014 - Present
Wireless Lifestyles Inc August 2014 - November 2014
Delta Sigma Phi Fraternity September 2013 - May 2014
Pizza Hut January 2014 - April 2014
Taco Bell September 2012 - January 2014
Delta Sigma Phi Fraternity September 2012 - September 2013
Lone Star Steakhouse May 2012 - January 2013
Skills
Team Leadership, Budgeting, Outstanding..., Microsoft Office, Highly Ambitious, Event Planning, PowerPoint, Social Media, Budgets, Microsoft Word, Leadership, Access, Marketing, Strategic Financial..., Organization, Communication, Time Management, Microsoft Excel, Customer Service
Education
Northwest Missouri State University 2010 — 2014
Bachelor of Science (BS), Marketing
Park Hill High School 2006 — 2010
IR Smartt February 2014 - Present
nCap Trading June 2012 - January 2014
Merrill Lynch June 2006 - June 2012
Commerce Bank September 2004 - June 2006
Madison Capital Management April 2002 - January 2004
American Century Investments May 1998 - April 2002
Skills
Trading, Hedge Funds, Electronic Trading, Proprietary Trading, Technical Analysis, Programming, Futures Trading, Equities, Derivatives, Trading Systems, Sales, Alternative Investments, Equity Trading, Commodity, Financial Markets, ETFs, Options, Trading Strategies
Education
Ottawa University
Bachelor of Science (B.S.), Business Administration
American century investments March 2015 - Present
Target May 2013 - August 2013
Skills
Economics, Entrepreneurship, Social Skills, Interpersonal..., Interpersonal Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, Finance, Leadership, Management
Education
Ottawa University 2012 — 2014
Business Economics, Business/Managerial Economics
University of Arkansas 2011 — 2012
Economics
Brookside Soccer Club 2014 - Present
Self employed January 2004 - Present
Voices Online Now 2012 - 2014
Voices Online Now 2012 - 2014
Harvesters/Forks & Corks November 2004 - April 2012
American Century Investments March 2002 - February 2012
Sosland Publishing 2000 - 2002
Vance Publishing December 1997 - January 2000
The Manhattan Mercury 1993 - 1997
Cincinnati Enquirer 1992 - 1994
Skills
Event Planning, Project Management, Editing, Magazines, Newspapers, Marketing Communications, Public Relations, Social Media, Proofreading, Media Relations, Copy Editing, Copywriting, Press Releases, Strategic Communications, Newsletters
Education
Northern Kentucky University 1989 — 1993
Communications, Communications/journalism and speech
Scout Investments October 2014 - Present
American Century Investments March 2011 - September 2014
Skills
Salesforce.com, Business Analysis, Salesforce.com..., CRM, Salesforce.com..., Lotus Notes, Process Improvement, Financial Services, Management, Salesforce.com..., Apex Data Loader, Apex Programming, Force.com, Eloqua, Salesforce.com..., Strategic Planning, Project Management
Education
Northwest Missouri State University 2004 — 2007
Bachelor's degree, Management Information Systems, General
Central Missouri State University 2003 — 2004
Principal Global Investors September 2014 - Present
Schroders February 2014 - May 2014
Interactive Data June 2013 - January 2014
TIAA-CREF July 2011 - November 2012
American Century Investments September 2008 - February 2011
Standard & Poor's June 2002 - August 2008
The McGraw-Hill Companies May 2000 - March 2002
Thomas Publishing Company 1985 - 1999
Skills
Financial Services, Internal Communications, Press Releases, Newsletters, Strategy, Investments, Web Content, Mutual Funds, Marketing Communications, Content Management, Management, Technical Writing, Project Management, Editing, Finance, Asset Management, Financial Writing, Blogging, Fixed Income, Equities, Thought Leadership, Investment Management, Marketing, Social Media, Leadership, Wealth Management, Real Estate
Education
Pace University 1979 — 1981
BA, Journalism
Westchester Community College 1977 — 1979
AA, Liberal Arts
Mount Saint Michael Academy
High School
Western States Fire Protection March 2008 - Present
Poole Fire Protection January 2007 - February 2008
American Century Investments 2005 - 2005
Skills
Safety Training, Claims Management, NFPA 101, Fire Suppression Systems, Hazard Recognition, Fire Protection, NFPA, Construction, Construction Management, Life Safety, Fire Safety, Construction Safety, Hazard Analysis, Fire Management, Code Enforcement, Building Codes, HydraCAD, Inspection, Industrial Safety, Industrial Hygiene, Safety Management..., Accident Investigation, Occupational Health, Behavior Based Safety, EHS, Workplace Safety, Risk Assessment, Contractors, Hazardous Waste..., Fall Protection, Emergency Management, HAZWOPER, Fire Alarm
Education
Oklahoma State University 2004 — 2006
B.S., Fire Protection and Safety Technology
University of Kansas 2002 — 2004
Undecided
Shawnee Mission West 1998 — 2002
American Century Investments September 1996 - Present
American Century Investments January 1991 - September 1996
American Century Investments January 1987 - January 1991
Education
Northwest Missouri State University 1980 — 1983
Rockhurst University
Paralegal Certificate, Paralegal studies
Waddell & Reed August 2010 - Present
Waddell & Reed July 2008 - August 2010
American Century Investments August 2006 - May 2008
American Century Investments June 2001 - August 2006
American Century Investments 1997 - 2001
Education
Northwest Missouri State University 1992 — 1996
Bachelor of Applied Science, Finance
New London High School
NRECA August 2014 - Present
Fidelity Investments April 2007 - March 2014
JP Morgan April 2003 - March 2007
American Century Investments July 1997 - May 2003
Mercer Human Resource Consulting July 1990 - July 1997
Kwasha Lipton September 1983 - July 1990
Skills
Asset Allocation, Pensions, Series 7, Series 63, Mutual Funds, 401k, Asset Management, Hedge Funds, Vendor Management, Business Analysis, Retirement, Investments, Relationship Management, Financial Services, Securities, Series 6, Retirement Planning, Investment Advisory, Investment Strategies
Education
Otterbein University 1979 — 1983
BA, Finance
West Side Advisors 2014 - Present
DRB Student Loan 2014 - Present
Muchness.com October 2012 - September 2014
Saks.com October 2011 - August 2012
Gopogo.com August 2011 - September 2011
American Century Investments May 2010 - July 2010
Rotary International August 2008 - August 2009
CRG LP July 2006 - July 2008
Merrill Lynch July 2004 - July 2006
JP Morgan Chase May 2003 - July 2003
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
National University of Singapore 2008 — 2009
The University of Texas at Austin 2000 — 2004
BBA
Prvate Equity October 2012 - Present
SafeDefend 2014 - 2015
The Mutual Fund Store June 2000 - June 2012
American Century Investments 1992 - 2000
AT&T (Southwestern Bell) 1979 - 2000
Skills
Asset Managment, Management, Investment Advisory, Asset Allocation, Equities, Leadership, Series 65, Marketing Strategy, 401k, Mutual Funds, Process Improvement, Wealth Management, Investments, Investment Strategies, Series 7, ETFs, Business Analysis, FINRA, Finance, Trading, Strategy, Executive Management, Mergers & Acquisitions, Financial Modeling, Fund Of Funds, Start-ups, Forecasting, Uniform Combined State..., Series 24, High Net Worth..., Personal Financial..., Capital Markets, Defined Benefit, Due Diligence, Variable Annuities, Pensions, Equity Research, Business Process..., Financial Planners, Asset Management, Financial Planning
Education
Ottawa University
BA Business, Business/Human Resources
Great-West Financial September 2014 - Present
J.P. Morgan Retirement Plan Services June 2003 - August 2014
J.P. Morgan American Century Retirement Plan Services August 1999 - June 2003
American Century Investments December 1992 - August 1999
American Century Investments February 1992 - December 1992
American Century Investments July 1990 - February 1992
American Century Investments June 1989 - July 1990
American Century Investments January 1988 - June 1989
American Century Investments September 1987 - January 1988
Skills
Operations Management, Vendor Management, Contract Negotiation, Budgeting, Project Management, Budgets, Management, Agile Project Management, Manage Client..., Vendor Relations, Mentoring, Arbitration, Mediation, Mutual Funds, Financial Services, Investments, Securities, Series 63, FINRA, Training, Forecasting, Leadership, CRM
Education
Webster University 1998 — 2000
M.B.A., Business Administration
Missouri State University 1984 — 1985
B.S., Economics and General Business
Raytown South High School 1974 — 1977
Diploma, General
Laughlin Creative Consulting May 2008 - Present
s2 Financial Marketing February 2011 - December 2011
Northern Trust Global Investments June 2000 - May 2008
American Century Investments 1996 - 2000
Kemper Financial Services 1985 - 1996
Skills
Marketing Communications, Integrated Marketing, Investments, Marketing Strategy, Direct Marketing, Branding, Mutual Funds, Financial Services, Marketing, Corporate Communications, Strategic Communications, CRM, Strategy, Sales, Email Marketing, Product Management, Editing, Brand Development, Advertising
Education
Northwest Missouri State University
BS
American Century Investments July 2014 - Present
Financial Planning Association of Greater Kansas City January 2014 - July 2014
American Century Investments January 2011 - June 2014
American Century Investments October 2008 - January 2011
ADP November 2007 - October 2008
Career Builder January 2007 - November 2007
IKON November 2005 - February 2007
Skills
Mutual Funds, Financial Advisory, Series 7, Series 63, Asset Allocation, Strategic Financial..., Investment Management, 401k, Financial Services, Retirement Planning, Investment Advisory, Wealth Management, Investments, Financial Planning, Asset Management, Finance, Investment Strategies
Education
Baptist Bible Graduate School of Theology 2001 — 2003
Counseling
Missouri State University 2001 — 2002
Web Design
Farmers Insurace Michael Blau Agency October 2012 - Present
American Family Insurance 2011 - 2011
H&R Block November 2008 - December 2009
Pennington Painting January 2002 - December 2008
Butler Manufacturing August 2007 - February 2008
Fishnet Security August 2006 - 2007
Sprint 2003 - 2006
CVA Inc. 2003 - 2006
Ottawa University 2001 - 2004
American Century Investments 1991 - 2002
Education
Ottawa University 2001 — 2004
Masters in Human Resources, Human Resources Management/Personnel Administration, General
Central Missouri State University 1984 — 1988
BA in Finance and Management
US Department of Transportation (DOT) August 2010 - Present
USDA September 2007 - September 2010
Girl Scouts of the USA 2008 - 2010
U.S. Central August 2006 - July 2007
EDS 2007 - 2007
L3-Titan /USDA January 2005 - August 2006
American Century 1996 - 2004
American Century Investments 1996 - 2004
US Army September 1992 - April 1996
Worldspan/PARS April 1988 - September 1992
Skills
Vendor Management, Privacy Law, Cyber Warfare, Maritime Security, FISMA, CISSP, Disaster Recovery, Information Assurance, Information Security..., IT Management, Network Security, Business Continuity, Vulnerability Management, NIST, PMP
Education
Missouri State University 1980 — 1982
bs, Math/Psychology
University of Missouri-Rolla 1978 — 1980
Bachelor of Science (BSc), Mathematics and Statistics & Psychology
GNC Consulting March 2008 - Present
Applebee's September 2002 - 2008
Aquila September 2001 - September 2002
Cap Gemini Ernst & Young February 1999 - August 2001
American Century Investments June 1993 - January 1999
Worldspan 1987 - 1993
Skills
PeopleSoft, Financials, PeopleTools, Oracle, Integration, Training, Project Management, Cross-functional Team..., IT Management, Business Process, Process Improvement, Team Leadership, Business Process..., HRIS, Testing, SDLC, Requirements Analysis, Management, Project Planning, Vendor Management, Requirements Gathering, Business Intelligence, ERP
Education
Missouri Western State University 1979 — 1983
Bachelor of Science (BS), Computer Science
Janus Capital Group September 2011 - Present
American Century Investments April 2005 - April 2010
American Century Investments October 2003 - April 2005
American Century Investments March 1999 - September 2003
American Century Investments March 1998 - March 1999
Skills
Financial Services, Business Development, Management, Salesforce.com, Leadership, Strategy, Mutual Funds, Program Management, Project Management, Coaching, Business Process..., Vendor Management, CRM, Investments, Business Analysis
Education
New Mexico State University
Bachelor of Science, Microbiology
United States Department of Agriculture September 2007 - Present
United States Department of Agriculture September 2007 - Present
American Century Investments 2007 - 2008
IBM Global Business Services June 2006 - December 2006
Saahi System Ltd June 2001 - June 2006
GoldMan Sachs June 2005 - May 2006
Skills
Java Enterprise Edition, TIBCO ActiveMatrix..., Business Events, TIBCO JMS, TIBCO EMS, TIBCO Rendezvous, TIBCO Administration, TIBCO Adapters, J2EE Architecture, SOA, SOAP, SPRING 3.0, CAWA, Maven, Subversion, RSA, SoapUI, JSP, JavaScript, Servlets, EJB, Hibernate, XML, HTML, DTD, Struts, Websphere, PL/SQL, JDBC, Agile Methodologies, Spring, Web Services, RESTful WebServices, J2EE 1.4, XML Canon, C/C++, JSF, PHP, GWT, ATG Framework, Enterprise Architecture, Perl, Hawk, Ant, GH Viewer/Tracker/Tester, XSLT/XSL/XSD/XPath, WebSphere Application..., TIBCO, Software Development, J2EE Application...
Education
Osmania University 1997 — 2000
Bachelors of Computer Applications, Computers
Nalandha Res Jr College 1995 — 1997
Inter, MPC
AMG Funds October 2014 - Present
American Century Investments March 2007 - October 2014
Wells Fargo Advantage Funds August 2002 - March 2007
Bank of America - Nations Funds June 1999 - August 2002
Skills
Mutual Funds, Series 7, Investments, Series 63, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Wealth Management, Equities, Investment Strategies, Retirement Planning
Education
North Carolina State University 1994 — 1999
Bachelor of Applied Science
Charlotte Latin School
American Century Investments May 1997 - December 2012
Skills
Vendor Management, Project Management, Process Improvement, Business Analysis, Cross-functional Team..., Strategic Planning, Program Management
Education
Northwest Missouri State University 1978 — 1980
American Century Investments September 1992 - Present
American Century Investments May 2007 - April 2009
Education
Northwest Missouri State University 1983 — 1988
American Century Investments January 2014 - Present
American Century Investments 1990 - 2010
Skills
Mutual Funds, Series 6, Employee Benefits, Series 63, Investment Management, Strategic Financial..., Coaching
Education
University of Central Missouri 1996 — 1997
Oklahoma City Community College 1989 — 1990
General Studies
CandD Land LLC January 2010 - Present
American Century Investments December 1994 - Present
DST 1992 - 1994
time customer service 1991 - 1992
Skills
COBOL, DB2, Business Analysis, SDLC, Application Architecture, Websphere, Software Development, Mainframe, SharePoint, C, Enterprise Architecture, Java, Requirements Analysis
Education
Northwest Missouri State University 1982 — 1986
Northwest Missouri State University 1982 — 1986
American Century Investments February 2014 - Present
American Century Investments April 2013 - February 2014
American Century Investments October 2006 - April 2013
American Century Investments February 2003 - October 2005
American Century Investments 1998 - February 2003
Skills
SAS, Access, SQL, Process Improvement, Management, Databases, Perl, SharePoint Designer, SharePoint, jQuery, Data Mining, Automation, Reporting & Analysis, Visio, Mutual Funds, Business Analysis, Vendor Management, Financial Services, Investments, Analysis, Finance
Education
Ottawa University 1995 — 2000
Business Administration, Finance
American Century Investments September 2007 - Present
American Century Investments December 2003 - September 2007
American Century Investments July 1999 - November 2003
American Century Investments October 1997 - June 1999
Skills
Sales Operations, Sales Process, Processes Development, Investment Strategies, Institutional Investors, Mutual Funds, Series 7, Series 63, New Business Development, Investments, Salesforce.com, Customer Satisfaction, CRM, Team Building, Team Leadership, Marketing Strategy
Education
Missouri State University
B.S., General Business
Webster University
Master of Business Administration (MBA)
JP Morgan May 1998 - Present
JPMorgan Chase 1998 - Present
American Century Investments 1998 - 2003
Education
Missouri State University
Sallie Mae September 1996 - June 2002
IBM October 1993 - May 1996
American Century Investments July 1992 - November 1992
Natural Gas Pipeline Company of America May 1991 - April 1992
United Stationers September 1986 - March 1991
Skills
Software Project..., Systems Analysis, System Development..., Program Development, Highly Detailed, Quick Study
Education
Northern Illinois University 1984 — 1986
Bachelor of Science (BS), Computer Science
Rock Valley College 1982 — 1984
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
American Century Investments
Skills
Asset Allocation, Mutual Funds, Investments, Investment Strategies, Series 63, Asset Management, Securities, Financial Services, Finance, Wealth Management, 529 Plans
Education
Northwest Missouri State University 1987 — 1991
DST Systems October 2008 - Present
American Century Investments 1998 - 2008
Skills
DB2
Education
Northwest Missouri State University 1982 — 1986
BS, Finance, Computer Science
Hallmark Cards August 2008 - Present
American Century Investments June 1992 - May 2008
IBM January 1982 - June 1993
Education
George Washington University 2008 — 2008
Masters Certificate, Project Management
Webster University 2000 — 2003
MBA, Business
Missouri State University 1977 — 1981
BS, Business Communications
American Century Investments January 2011 - Present
American Century Investments February 1991 - Present
Education
Oklahoma City Community College 1989 — 1991
Business
Raymond James Financial Services, Inc Member FINRA/SIPC September 2003 - Present
American Century Investments 1992 - 2003
Skills
Mutual Funds, Securities, Series 7, Finance, Financial Advisory, Asset Allocation, Retirement Planning, Series 63, Wealth Management, Investment Strategies, 401k Rollovers, Strategic Financial..., 401k, Estate Planning, Investments, Investment Management, Asset Management, Alternative Investments
Education
Northwest Missouri State University 1987 — 1991
B.S., Finance
American Century Investments July 2015 - Present
American Century Investments June 2014 - March 2015
State Street January 2013 - September 2013
State Street July 2009 - December 2012
Blount International Inc. - Frederick Mfg Division February 2007 - June 2008
Henry Wurst, Inc. April 2004 - February 2007
State Street January 2001 - July 2003
State Street November 1999 - December 2000
Office of the Missouri State Auditor June 1998 - October 1999
Skills
Account Reconciliation, Accounting, Financial Reporting, Fixed Income, Fund Accounting, Fund Administration, Internal Controls, Mutual Funds, Financial Accounting, Financial Analysis, Valuation, GAAP, General Ledger, Financial Statements, Process Improvement
Education
Missouri State University 1994 — 1998
BS
Avid Auctions July 2008 - Present
Cigarfig Sports Cards Sales and Promotions January 1982 - Present
American Century Investments August 2006 - August 2014
The Vanguard Group September 1996 - August 2006
Claudi King & Associates 1991 - 1996
Skills
Series 6, Series 7, 401k, Customer Service, Call Centers, Leadership, Series 63, Mutual Funds, Portfolio Management, Investments, CRM, FINRA, Asset Allocation, Retirement Planning, High Net Worth..., Strategic Financial..., Brokerage, Coaching, Management
Education
Missouri State University 1989 — 1994
BS, Finance
Cameron High School, Missouri State University, Southwest Missouri State University
BS in Finance, BS Finance
American Century Investments Senior Programmer/AnalystWorldspanJune 1986 - August 1993
TWA January 1984 - December 1985
Skills
DB2, SDLC, JCL, Mainframe, Visio, Enterprise Architecture, Requirements Analysis, SQL, Data Warehousing, Business Analysis
Education
Missouri Western State University 1981 — 1985
BS
American Century Investments April 1998 - Present
aquila October 1996 - April 1998
Yellow Technologies 1991 - 1996
Yellow Freight 1990 - 1995
Skills
Oracle, Databases, Disaster Recovery, DB2, Unix, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Microsoft SQL Server, Oracle Enterprise..., JCL, SQL, Data Warehousing
Education
Missouri Western State University 1979 — 1983
Bachelor of Science (B.S.), Computer Science
Marketing & Media Services April 2000 - Present
Amigos Library Services 2000 - Present
Collin County Community College April 1999 - August 2008
American Century Investments January 1993 - December 1997
Hallmark Institute of Technology January 1990 - January 1991
Rocky Mountain Bank Note April 1988 - February 1990
Muscular Dystrophy Association April 1987 - April 1988
MidSouth Bank February 1984 - April 1986
Maison Blanche Department Store February 1983 - January 1984
Skills
Social Media, Press Releases, Public Relations, Newsletters, Marketing, Advertising, Sales, Social Media Marketing, Publishing, Microsoft Office, Marketing Strategy, Fundraising, Event Management
Education
Oklahoma State University 1979 — 1983
B.S., Journalism
American Century Investments October 2005 - Present
U.S. Trust Company of New York 1998 - 2005
Deloitte 1994 - 1998
Skills
Investment Management, Alternative Investments, Investments, Equities, Asset Management, Portfolio Management, Bloomberg, Equity Research, Financial Modeling, Valuation, Wealth Management
Education
New York University
Master of Business Administration (MBA), Finance
Villanova University 1990 — 1994
Bachelor of Science (BS), Accounting
Business Women of Missouri June 2009 - Present
American Century Investments 1998 - 2007
Skills
Marketing Communications, Email Marketing, Editing, Public Speaking, Event Planning, Direct Marketing, Direct Mail, Integrated Marketing, Adobe Creative Suite, Internal Communications, Copywriting, Online Marketing, Public Relations, Social Media, Newsletters, Customer Service, Strategic Communications
Education
University of Missouri-Kansas City 1977 — 1977
Bachelor of Science (BS), Education
Northwest Missouri State University 1964 — 1968
BS, Education
American Century Investments February 1998 - Present
Yellow Freight Systems June 1992 - February 1998
AT&T June 1983 - June 1992
Skills
JCL, Storage, Mainframe, DB2, Hardware, Virtualization
Education
Missouri State University 1978 — 1982
B.S., Computer Information Systems
Teva Pharmaceuticals 2009 - Present
American Century Investments 2004 - 2008
American Century Investments 2000 - 2004
American Century Investments 1999 - 2000
American Century Investments 1991 - 1999
Skills
Marketing, Marketing Strategy, Process Improvement, Strategy, Series 63, Budgets, Account Management, Vendor Management, Management, Sales, 401k, Strategic Planning, Competitive Analysis, Business Analysis, Project Management, Cross-functional Team..., Mutual Funds, Direct Marketing, Leadership, Marketing Communications, Market Research, Customer Service, Email Marketing, Team Building
Education
Northwest Missouri State University 1981 — 1986
Bachelor of Science, Marketing & Business Administration
Grandview High School 1978 — 1981
State Street September 2013 - Present
State Street August 2012 - September 2013
State Street Bank December 2008 - July 2012
American Century Investments 1996 - 2006
Skills
Financial Services, Bloomberg, Series 63, Series 7, Securities, Mutual Funds, Series 6, Risk Management, Financial Analysis, Investment Strategies, Asset Allocation, Investments, Equities, Asset Managment, Portfolio Management
Education
Missouri Western State University
Bachelor of Arts, Psychology & Criminal Justice
University of Phoenix
Master's degree, Business Administration and Management, General
Steve Rank Consulting October 2011 - Present
US-Analytics May 2011 - October 2011
Hitachi Consulting November 2009 - May 2011
The Hackett Group May 2008 - November 2009
American Century Investments 2006 - 2008
Sprint 1996 - 2006
Skills
OBIEE, Data Warehousing, Business Intelligence, Informatica, Essbase
Education
Ottawa University 2003 — 2005
Master's, MBA
Ottawa University 1999 — 2003
Bachelor's, CIS
AllianceBernstein September 2011 - Present
American Century Investments March 2008 - June 2011
Bear Stearns September 2000 - February 2008
Skills
Capital Markets, Valuation, Equities, Hedge Funds, Asset Management, Financial Modeling
Education
NYU
Associated Wholesale Grocers May 2009 - Present
American Century Investments June 1994 - November 2008
Computer Task Group September 1989 - June 1994
Mutual of Omaha June 1983 - September 1989
Skills
JCL, COBOL, DB2, CICS, MS Project, Business Analysis, SQL, SDLC, Business Process, IBM Mainframe, Software Development, Visio, Microsoft Project, Testing, Xpediter, Vendor Management, Disaster Recovery, Process Improvement, Requirements Analysis, Project Management
Education
Missouri State University 1979 — 1983
BS, Information Technology
EMPOWER Retirement November 2014 - Present
JPMorgan Chase June 2003 - October 2014
American Century Investments July 2000 - July 2002
Education
Northwest Missouri State University
Bachelor's, Finance
Universal Guardian Acceptance July 2013 - Present
Dent-A-Med, Inc. dba The HELPcard June 2012 - July 2013
Best Buy August 2010 - June 2012
Fidelity National Information Services August 2008 - July 2010
H&R Block October 2007 - October 2008
JPMorgan Chase March 2003 - October 2007
Deloitte & Touche January 1998 - November 2000
American Century Investments 1992 - 1995
Skills
Bank Regulations, Regulatory Compliance, Risk Assessment, AML, OFAC, USA PATRIOT Act, BSA, Debt Collection, Fair Lending, CIP, FCRA, Loans, Credit, Credit Cards, Compliance Management, Risk Management, Legal Research, RESPA, Banking
Education
University of Missouri-Kansas City School of Law 1995 — 1998
JD, Corporate, Business
University of Missouri-Kansas City School of Law 1995 — 1998
LLM, Taxation
University of Missouri-Kansas City 1992 — 1995
MBA, Finance
Missouri Western State University 1990 — 1992
BSBA, Accounting
Cognios Capital, LLC May 2013 - Present
American Century Investments March 2004 - May 2013
Andersen Consulting January 1998 - March 2003
Skills
Econometrics, Research, Numerical Analysis, Risk Management, Financial Modeling, Quantitative Research, Bloomberg, Quantitative Analytics, Hedge Funds, Fixed Income, Equities, Asset Allocation, Portfolio Optimization, Capital Markets, Equity Research, Portfolio Management, Asset Management, Investments
Education
New York University
MS, Mathematics
University of Arizona
MA, Economics
eScreen July 2014 - Present
Sprint by Wireless Lifestyle June 2011 - July 2014
Walmart July 2006 - April 2010
Wal-Mart July 2006 - October 2007
Strategic Merchandising Partners May 2004 - July 2006
AMC Theatres April 2003 - May 2004
LabOne, Inc. April 2002 - April 2003
American Century Investments February 1992 - November 2001
Skills
Employee Relations, Onboarding, Succession Planning, Performance Management, Deferred Compensation, Talent Management, Benefits Administration, Legal Compliance, New Hire Orientations, Employee Engagement, Employee Benefits, Talent Acquisition, Human Resources, College Recruiting, Employee Handbooks, Team Building, Employment Law, Labor Relations, Strategic Planning, Recruiting, Interviews, Management, Applicant Tracking..., Leadership, Performance Appraisal, Conflict Resolution, Budgets, Hiring, FMLA, Workers Compensation, HR Consulting, HR Policies, Organizational..., Strategy, Leadership Development, Employee Training, EEO, Change Management, Training, Job Descriptions, PeopleSoft, Coaching, Workforce Planning, Program Management, Temporary Placement, Career Development, Personnel Management, Employer Branding, Staff Development, Policy
Education
Ottawa University
BA, Human Resources Management
UMB Bank February 2012 - Present
American Century Investments September 1996 - February 2012
Skills
z/OS, Disaster Recovery, SMP/E, Mainframe, Performance Tuning, Capacity Planning, JES2, Visio, JCL
Education
National American University 1974 — 1978
BS, Computer Science
Waddell & Reed April 2012 - Present
J.P. Morgan May 2003 - March 2012
American Century Investments August 1991 - May 2003
Skills
Analytics, Segmentation, Market Research, Marketing Research, Competitive Analysis, Financial Services
Education
Northwest Missouri State University 1982 — 1987
BS, Business Management and Marketing
American Century Investments April 2014 - Present
Merrill Lynch November 2006 - November 2013
Standard & Poor’s, Inc July 2004 - November 2006
Prudential Equity Group, Inc November 2000 - June 2004
Skills
Investment Advisory, Series 7, Wealth Management, Alternative Investments, Equity Research, Portfolio Management, Mutual Funds, Asset Allocation, Investment Strategies, Financial Services, ETFs, Financial Analysis, Financial Advisory, Series 63, Securities, Options, Series 24, Bonds, High Net Worth..., Wealth
Education
Muhlenberg College 1992 — 1997
Bachelor of Arts (B.A.), Accounting
Bryant Real Estate May 2003 - Present
American Century Investments December 1987 - Present
Skills
Financial Modeling, Asset Management, Auditing, Strategic Financial..., Bloomberg, Hedge Funds, Sarbanes-Oxley Act, Financial Statements, PeopleSoft, GAAP
Education
Ottawa University
Bachelor's degree, Accounting and Business/Management
The Gail G. Dicus Group February 2011 - Present
Carvings LLC January 2008 - Present
American Century Investments March 1992 - February 2000
Skills
Real Estate
Education
Northwest Missouri State University
American Century Investments July 1997 - Present
Stinson Mag & Fizzell (now Stinson Leonard Street) September 1993 - July 1997
Education
Northwestern University School of Law
JD, Law
University of Nebraska-Lincoln
BS, Political Science
Pius X High School
El Pomar Foundation March 2009 - Present
J.P. Morgan September 2005 - July 2008
American Century Investments September 1998 - August 2005
USAF RETIRED July 1976 - July 1997
Education
Morningside College
Bachelor’s Degree, Business Administration and Management, General
Wilmington University
Master’s Degree, Operations Management and Supervision
Walk the Talk Associates 2009 - 2010
Des Moines Public Schools 2005 - 2008
Cendant Mobility June 2000 - March 2001
ADP June 1998 - January 2000
American Century Investments February 1996 - June 1998
Skills
Teaching, Training, Communication Skills, Account Reconciliation, Retirement Plan..., Standards Compliance, Compliance Testing, Plan Conversions, Client Service Oriented, Call Center..., 401k Rollovers, 401k, Profit Sharing, Real Estate Transactions, Enrollment Management, New Hire Training, Sales Presentations, Development & delivery..., Corporate Relocation, Interviews, Commitment to Customer...
Education
National-Louis University 2000 — 2002
Master of Arts (M.A.), Secondary Education and Teaching
University of Iowa 1987 — 1991
Bachelor of Science (B.S.), Political Science