American Century Investments

Description

American Century Companies is a privately controlled and independent investment management firm. Headquarters: Kansas City, Missouri, United States CEO: Jonathan Thomas Founder: James E. Stowers Founded: 1958, Kansas City, Missouri, United States Number of employees: 1,300 (2012) SVPs: Victor Zhang, Joe Schultz

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American Century Investments Employees

Employee
Years
Job
Industry
John Davis, CEM John Davis, CEM San Francisco Bay Area Details
John Davis, CEM's American Century Investments Experience January 2013 - March 2014
Job Director of Operations at 8760Inc.
Industry Renewables & Environment
Experience
8760Inc  November 2014 - Present
American Century Investments   January 2013 - March 2014
Cypress Envirosystems  October 2011 - August 2012
EnerNOC, Inc  May 2007 - August 2011
Webgen Systems  August 2003 - November 2006
ADI Integrated Technologies   January 1999 - January 2003
ADI Control Techniques (An Emerson Electric Company)   January 1996 - January 1999
ADI Integrations   January 1993 - January 1996
Sun Microsystems  January 1986 - January 1993

Skills
Energy Management, Certified Energy Manager, Operations Management, Energy Efficiency, Solar Energy, Energy Audits, Building Automation, Process Automation, HVAC Controls, Electrical Controls, Lighting Controls, Product Development, Product Management, Product Design, Software Project..., Embedded Software, Software Design, HVAC, Embedded Linux, Linux Desktop, Linux Server, Proposal Generation, Operating Budgets, Project Management, Facilities Management, Facilities Operations, Mission Critical..., Facilities Engineering, Demand Response, Commissioning, Building Maintenance, Building Management..., Start-ups, Start-up Ventures, Smart Grid, Program Management, Engineering, Integration, Energy Conservation, Renewable Energy, Energy, Cleantech, Alternative Energy, Management, Sustainable Energy, Photovoltaics, Salesforce.com, Energy Policy, Forecasting, Cross-functional Team...

Education
Santa Clara University   1991 — 1992
Electronics-Robotics

Sun University   1989 — 1992
Employee Management - Networking -Unix- Electrical Journeyman Training

Carrier University   1988 — 1990
HVACR Journeyman Training

San Jose City College   1985 — 1986
AS, Electronics-Mathematics

James Lick HS   1983 — 1985
HS

Matthew Lanier Matthew Lanier Oklahoma City, Oklahoma Area Details
Matthew Lanier's American Century Investments Experience May 2013 - August 2013
Job Programmer Analyst at Pioneer Telephone
Industry Internet
Experience
Pioneer Telephone  February 2014 - Present
American Century Investments   May 2013 - August 2013
Multiple Locations  June 2007 - May 2012

Skills
ESL, Java, Python, Software Development, Teaching, Programming, SQL, Web Applications, HTML, Eclipse, Curriculum Design, Django, Assembly Language, Bootstrap, jQuery, C#, Microsoft Office, JavaScript

Education
Southwestern Oklahoma State University   2012 — 2014
Bachelor of Science (BS), Computer Science, Major: 4.0, Cumulative: 3.76

University of Nottingham   2009 — 2011
PG Cert, English Studies, Distinction

University of Kansas   2004 — 2007
Bachelor of Arts (BA), English, Major: 4.0, Cumulative: 3.72

Nessa Goodson Nessa Goodson San Francisco Bay Area Details
Nessa Goodson's American Century Investments Experience December 1994 - August 1997
Job Founder, Chief Storyteller at Storyline Associates
Industry Public Relations and Communications
Experience
Storyline Associates   May 2009 - Present
SunGard  September 1997 - May 2009
American Century Investments   December 1994 - August 1997
Radio Station WEVD, New York, N.Y.   September 1973 - December 1991

Skills
Copywriting, Press Releases, Public Relations, Copy Editing, Journalism, Editing, Content Management, Web Content, Writing, Storytelling, Content Development, Blogging, Training, Broadcast, Program Management, Start-ups, Fundraising, Cross-functional Team..., Corporate Communications, Nonprofits, Strategic Consulting, SDLC, Business Analysis, Content Strategy, Newsletters, Software Documentation, Strategic Communications, Brand Awareness, Media Relations, Content Creation, Brand Development, Branding, Story Consulting, Story Pitching, Brand Development..., Personal Branding, Small Business Branding, ghost blogging

Education
State University of New York College at Fredonia
BA, Speech, English, Drama

Gregory Smith, CFA, CFP Gregory Smith, CFA, CFP Greater Chicago Area Details
Gregory Smith, CFA, CFP's American Century Investments Experience December 2000 - January 2002
Job Investment Advisor / Founder Long Run Investment Management llc
Industry Financial Services
Experience
Long Run Investment Management llc   August 2009 - Present
Morningstar  September 2006 - July 2009
American Century Investments   December 2000 - January 2002
Bank of America  August 1994 - December 2000
Bank One  1988 - 1992

Skills
Asset Management, Investments, Financial Planning, Retirement, Mutual Funds, Asset Managment, Retirement Planning, Asset Allocation, Strategic Financial..., Investment Management, Alternative Investments, Equities, Investment Strategies, Investment Advisory, Portfolio Management, Fixed Income, Wealth Management, Securities, Financial Advisory

Education
The University of Akron   1982 — 1987
BS, Finance

CFA Institute
CFA, Finance

Certified Financial Planner
CFP

Steven Bebout Steven Bebout Sacramento, California Area Details
Steven Bebout's American Century Investments Experience April 1995 - April 1996
Job Sales Effectiveness & BI Consultant: SPM Strategy & Implementation, Customer Experience, Channel Optimization
Industry Management Consulting
Experience
Independent  June 2010 - Present
PwC  October 2012 - 2013
Baseline Consulting  February 2009 - July 2010
Hewlett-Packard / Knightsbridge Solutions   November 2007 - January 2009
Iconixx  January 2004 - November 2007
Capgemini - Sogeti USA   August 2005 - August 2006
Intel  May 2000 - August 2003
PeopleSoft  November 1997 - May 2000
E*Trade Business Solutions - ShareData   April 1996 - November 1997
American Century Investments   April 1995 - April 1996

Skills
Web Analytics, Business Analysis, Segmentation, Campaign Management, Customer Centricity, Business Intelligence, Program Management, Data Analysis, Requirements Analysis, Process Improvement, Process Engineering, Customer Relations, Management Consulting, Change Management, Integration, Strategic Planning, Business Management, Team Leadership, Analytics, Product Development, Performance Management, SDLC, New Business Development, Business Strategy, Team Building, Analysis, Mentoring, Product Management, Problem Solving, Insurance, Marketing Strategy, Business Process..., Databases, E-commerce, Data Modeling, Account Management, Healthcare, Data Warehousing, ERP, Customer Insight, Customer Experience, Brand Awareness, Master Data Management, Enterprise Architecture, Data Governance, Project Management, Strategy, Cross-functional Team..., Consulting, Leadership

Education
Santa Clara University - Leavey School of Business   1996 — 1997
Certified Equity Professional (CEP)

University of Northern Iowa
BA, Business Finance

University of Northern Iowa
MPP, Public Policy - Emphasis in Economic Policy

Cheryl Wood Cheryl Wood Kansas City, Missouri Area Details
Cheryl Wood's American Century Investments Experience August 2004 - August 2008
Job Vice President, Digital Product at CRTV, LLC
Industry Information Technology and Services
Experience
Iris Data Services, Inc.   May 2013 - November 2014
Penton Media  September 2012 - May 2013
Data Systems International  May 2010 - May 2012
Andrews McMeel Universal  June 2009 - March 2010
uclick  August 2008 - June 2009
American Century Investments   August 2004 - August 2008
American Century Investments   May 2002 - August 2004
American Century Investments   August 1997 - May 2002
Shelter Insurance Companies  January 1991 - August 1997

Skills
Project Management, Leadership, E-commerce, Risk Management, Vendor Management, SQL, Microsoft SQL Server, IT Management, Integration, Business Analysis, Enterprise Architecture, Program Management, Visio, Software Project..., Process Improvement, XML, Application Architecture, SDLC, Agile Methodologies, Java, Requirements Analysis, Windows, Strategic Planning, ASP.NET, Business Process..., .NET, Change Management, Linux, Web Development, Team Building, IT Strategy, C#, JavaScript, Business Intelligence, Scrum, HTML, Team Leadership, MS Project, Disaster Recovery, Cloud Computing, SOA, Software Development, CRM, Databases, Product Management, CSS, Mobile Product..., Data Warehousing, Management, Strategic Leadership

Education
The George Washington University   2001 — 2003
Masters Certificate

University of Missouri-Columbia   1987 — 1990
BSBA

PCHS

Brian Barnhart Brian Barnhart Kansas City, Missouri Area Details
Brian Barnhart's American Century Investments Experience September 2000 - November 2008
Job Senior Consultant at EDL Consulting
Industry Information Technology and Services
Experience
EDL Consulting  April 2013 - Present
Fike Corporation  June 2012 - March 2013
Accenture  February 2012 - June 2012
Perceptive Software  December 2011 - February 2012
Perceptive Software  June 2010 - December 2011
JPMorgan Chase  January 2009 - June 2010
American Century Investments   September 2000 - November 2008
The Associates  May 1996 - September 2000

Skills
Salesforce.com, BigMachines, SQL, SaaS

Education
Tabor College   1987 — 1990
Businees Administrastion

John McKee, Ph.D. John McKee, Ph.D. Kansas City, Kansas Details
John McKee, Ph.D.'s American Century Investments Experience August 2015 - Present
Job Manager, Data Mining at American Century Investments
Industry Research
Experience
American Century Investments   August 2015 - Present
Ascend Learning  March 2013 - August 2015
Ascend Learning  December 2011 - March 2013
Service Management Group  March 2009 - December 2011
Kenexa  September 2007 - November 2008
Wright State University  September 2003 - September 2007
Palouse Regional Crisis Line   September 2001 - August 2003

Skills
Survey Design, SPSS, Research Design, Statistics, Data Analysis, Market Research, Performance Management, Survey Research, Statistical Modeling, Marketing Research, Public Speaking, Analytics, Research, SAS, Qualitative Research, Quantitative Research, Organizational Culture, Talent Management, Recruiting, Personnel Selection, Customer Insight, Analysis, Employee Opinion Surveys, ROI Analyses, Predictive Modeling

Education
Wright State University   2003 — 2007
Doctor of Philosophy (Ph.D.), Industrial Organizational Psychology

Wright State University   2003 — 2005
Master's Degree, Industrial Organizational Psychology

Washington State University   2001 — 2003
Master's Degree, Counseling Psychology

The Ohio State University   1998 — 2001
Bachelor's Degree, Psychology

The Ohio State University   1998 — 2001
Minor, German Language and Literature

Matt Beck Matt Beck San Francisco, California Details
Matt Beck's American Century Investments Experience March 2011 - Present
Job Vice President, Financial Advisor Consultant at American Century Investments
Industry Financial Services
Experience
American Century Investments   March 2011 - Present
Realty Capital Securities  2010 - 2010
Schwab Advisor Services  2000 - 2010
Greater Twin Cities United Way  1996 - 2000
AMERICAN Cast Iron Pipe Company  1993 - 1996
Carlson Marketing  1991 - 1993

Skills
Series 63, Series 7, Mutual Funds, Investment Strategies, Wealth Management, Alternative Investments, Investments, Portfolio Management, Equities, Asset Allocation, Asset Management, Series 24, Securities, Retirement Planning, Financial Planning, Financial Markets, Real Estate Investment, Investment Advisory, Risk Management, Estate Planning, Retirement, Strategic Planning, Fixed Income, Customer Relations, New Business Development, Bonds, Business Strategy, Sales Management, Capital Markets, Trading, Business Planning, Asset, Segmentation, Team Building, Separately Managed..., Fundraising, Consultative Selling, Financial Analysis, Selling, Customer Service, Financial Advisory, Financial Services, ETFs, Sales, Strategic Financial..., Investment Properties

Education
University of Minnesota - Carlson School of Business   1995 — 1996
Master of Business Administration (MBA)

St. Olaf College   1988 — 1991
Bachelor of Arts (B.A.) - Dual Majors, Political Science & American Studies

Lake Mary HS

Brian Tolander Brian Tolander Kansas City, Missouri Area Details
Brian Tolander's American Century Investments Experience 2004 - 2008
Job Vice President Commercial Operations Manager at Commerce Bank
Industry Banking
Experience
Commerce Bank  August 2015 - Present
Commerce Bank & Trust  August 2009 - July 2015
Platte Woods United Methodist Church  January 2009 - August 2009
American Century Investments   2004 - 2008
American Century Investments   2000 - 2004
American Century Investments   1992 - 2000
American Century Investments   January 1990 - January 1992

Skills
Customer Relations, Vendor Management, Call Center, Operations Management, Banking, Coaching, Problem Solving, Teamwork, Team Management, People Management, Management, Customer Service, Leadership, CRM, Project Management, Call Centers, Business Process..., Customer Satisfaction, Analysis, Business Development, Budgets, Training, Financial Services, Process Improvement

Education
The George Washington University - School of Business   2004 — 2005
Masters Certificate, Project Management

University of Iowa   1987 — 1989
Bachelor of Arts, Business

Hannah Quinton Hannah Quinton San Francisco Bay Area Details
Hannah Quinton's American Century Investments Experience February 2010 - Present
Job Investor Center Manager at American Century Investments
Industry Financial Services
Experience
American Century Investments   February 2010 - Present
American Century Investments   March 2009 - February 2010
Ameriprise Financial  July 2006 - March 2009

Skills
Mutual Funds, Wealth Accumulation, Asset Allocation, Investments, Series 7, Series 24, Series 66, Retirement Planning, Financial Services, Event Planning, Equities, FINRA, Fixed Income, Investment Management, Retirement, Securities, Series 6, Series 65, Strategic Financial..., Wealth Management, Investment Strategies, Uniform Combined State..., Financial Planning

Education
San Francisco State University, College of Business
BS, Corporate Finance, Financial Services

Rich Weiss Rich Weiss Greater Los Angeles Area Details
Rich Weiss's American Century Investments Experience May 2010 - Present
Job Senior Portfolio Manager at American Century Investments
Industry Financial Services
Experience
American Century Investments   May 2010 - Present
City National Bank  November 1999 - May 2010
City National Asset Management, Inc   November 1999 - May 2010
City National Bank  November 1999 - May 2010
Sanwa Bank California  January 1994 - January 1999
Vantage Global Advisors   January 1991 - January 1994
TSA Capital Management   January 1987 - January 1991
PaineWebber Group, Inc   January 1986 - January 1987
Mellon Bank Corporation  January 1984 - January 1986

Education
The University of Chicago Booth School of Business   1982 — 1984
M.B.A., Fianance and Econometrics

University of Pennsylvania - The Wharton School   1978 — 1982
B.S. in Finance, Finance and Statistics

Thanh Bui Thanh Bui San Jose, California Details
Thanh Bui's American Century Investments Experience May 2011 - June 2012
Job Advance TAC Engineer at Juniper Networks
Industry Computer Networking
Experience
Juniper Networks  October 2014 - Present
Brocade  June 2012 - October 2014
American Century Investments   May 2011 - June 2012
San Jose State University Library  January 2010 - May 2011

Skills
OSPF, BGP, Servers, Troubleshooting, MPLS, Network Security, SNMP, Windows Server, Windows 7, Operating Systems, VRRP, HSRP, Powershell, PHP, MySQL, VBScript, System Automation, Cisco IOS, Windows Operating..., Multicast PIM, SMARTBIT, IXIA, JUNOS, Juniper Technologies

Education
San Jose State University   2010 — 2012
Bachelor's degree, Electrical, Electronic and Communications Engineering Technology

Heather Busby Heather Busby San Francisco Bay Area Details
Heather Busby's American Century Investments Experience October 2014 - Present
Job Executive Coordinator at American Century Investments
Industry Executive Office
Experience
American Century Investments   October 2014 - Present
Merk Investments  February 2011 - August 2014
Community Outreach  February 2008 - September 2010
Joe Feshbach Partners   November 2005 - February 2008
Curative Health Services  August 2002 - November 2005
Dry Creek Software, LLC (acquired by PumaTech in 2000)   September 1999 - August 2002

Skills
System Administration, Office Management, Microsoft Office, Contract Negotiation, Human Resources, Public Speaking, Account Management, PowerPoint, Outlook, Payroll, Administration, Marketing, Leadership, Event Planning, Social Media, Time Management

Education
San Francisco State University   1986 — 1989
Bachelor of Arts (B.A.), Psychology

Ginger Lackman, PMP Ginger Lackman, PMP Kansas City, Missouri Area Details
Ginger Lackman, PMP's American Century Investments Experience February 2003 - June 2006
Job Program Manager at FINEOS
Industry Financial Services
Experience
FINEOS  July 2011 - Present
Lincoln Financial Group  March 2010 - June 2011
Americo Financial Life and Annuity Insurance Company  January 2008 - March 2010
Coldwater Creek  April 2007 - January 2008
Waddell & Reed  June 2006 - April 2007
American Century Investments   February 2003 - June 2006
American Century Investments   February 1998 - February 2003
Ernst & Young  July 1996 - February 1998
Providence Medical Center  December 1993 - July 1996
Saint Luke's Health System  June 1989 - November 1993

Skills
Microsoft Office, Product Development, Salesforce.com, Software Implementation, Process Engineering, Business Analysis, SDLC, Requirements Analysis, Software Project..., Vendor Management, Project Planning, Project Management, MS Project, Project Delivery, Software Quality..., Consulting, Software Consulting, Coaching, Mentoring Of Staff, Requirements Gathering, Process Improvement, Visio, Integration, Business Process..., Business Intelligence, Project Portfolio..., CRM, Change Management, Program Management, Program Coordination, Strategy, Outsourcing, Management, Risk Management, Resource Management, Leadership, Governance, PMP, Enterprise Software, PMO, IT Strategy, Testing, Agile Project Management, IT Management, Agile Methodologies, Enterprise Architecture, SharePoint, Business Requirements, Waterfall, Microsoft Project

Education
The George Washington University

Henry Grayum Henry Grayum Ames, Iowa Details
Henry Grayum's American Century Investments Experience September 2000 - September 2009
Job Owner & Managing Director at FTG Enterprises LLC
Industry Financial Services
Experience
FTG Enterprises LLC   September 2009 - Present
American Century Investments   September 2000 - September 2009
sanofi-aventis  December 1986 - September 2000

Skills
Process Improvement, Project Management, PMO, Team Building, Computer System..., Vendor Management, Business Analysis, Visio, SDLC, IT Management, Business Process..., Program Management, Integration, Disaster Recovery, Requirements Analysis, SharePoint, Change Management, Risk Management, Team Leadership, MS Project, Quality Assurance, Project Portfolio..., Business Intelligence, Training, Team Management, Financial Services, Enterprise Architecture, IT Strategy, Software Documentation, Information Technology, Management, Entrepreneurship

Education
Kauffman Foundation
Certificate, FastTrac New Venture Program

The George Washington University
Masters Certificate, Project Management

University of Missouri-Kansas City
BA, Political Science, Communication Studies

Joe Swank Joe Swank Kansas City, Missouri Area Details
Joe Swank's American Century Investments Experience June 2015 - Present
Job Investment Representative at American Century Investments
Industry Financial Services
Experience
American Century Investments   June 2015 - Present
The University of Kansas  August 2010 - Present
Swank Financial Strategies   January 2015 - June 2015
Central National Bank  August 2014 - June 2015
The University of Kansas  January 2011 - August 2014

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Customer Service, Teamwork, Social Media Marketing, Social Networking, Event Planning, Financial Services, Social Skills, Financial Modeling, Project Management, Microsoft Access, Process Improvement, Data Analysis, Twitter, Google Docs

Education
The University of Kansas   2010 — 2015
Bachelors of Business Administration with a Focus in Finance, Business Administration and Management, General, Senior

Topeka High School   2006 — 2010

Dilek Akman Dilek Akman San Jose, California Details
Dilek Akman's American Century Investments Experience 1994 - 2002
Job Mortgage Consultant
Industry Real Estate
Experience
Self-employed  April 2004 - Present
American Century Investments   1994 - 2002

Skills
Mortgage Lending, Investment Properties, Real Estate, First Time Home Buyers, Residential Homes, Loans, Negotiation, Refinance, Selling, Short Sales, Management, Residential Mortgages, Customer Service, Microsoft Office, Business Strategy

Education
San Jose State University
Bachelor of Science (BS), Computer Science

Nalin Yogasundram Nalin Yogasundram Kansas City, Missouri Details
Nalin Yogasundram's American Century Investments Experience February 2013 - Present
Job Analyst at American Century
Industry Financial Services
Experience
American Century Investments   February 2013 - Present
T. Rowe Price  June 2007 - February 2013
American Century Investments   June 2006 - August 2006
Ceterus Networks  November 2004 - August 2005
Mahi Networks  October 2000 - November 2004
Fujitsu Network Communications  1998 - 2000
Texas Instruments  1996 - 1998

Skills
Equity Research, Competitive Analysis, Finance, Equities, Financial Modeling, Valuation, Investments, Bloomberg, Fixed Income, Equity Valuation, Hedge Funds, Asset Managment, Asset Management, Emerging Markets, Portfolio Management, Private Equity, Venture Capital

Education
Wharton Business School   2005 — 2007
MBA, Finance, General

Southern Methodist University   1998 — 2000
Masters, Electrical Engineering

University of Arkansas   1992 — 1996
BSEE, Engineering

Robert Finley Robert Finley Dallas/Fort Worth Area Details
Robert Finley's American Century Investments Experience April 2012 - January 2014
Job Wealth Management Consultant
Industry Investment Management
Experience
Lone Star Karting, LLC   August 2011 - Present
Onyx Capital Management   February 2010 - Present
American Century Investments   April 2012 - January 2014
Stadion Money Management  April 2010 - April 2012
Janus Capital  March 2005 - April 2010
Berkeley Capital   August 2003 - March 2005
UBS Global Asset Management  October 2000 - August 2003
Clark Lanzen Skalla   December 1998 - October 2000
The Cambridge Group  December 1992 - December 1998

Skills
Wealth Management, Investment Management, Separately Managed..., Mutual Funds, Retirement Planning, Alternative Investments, Series 65, Series 63, ETFs, Hedge Funds, Series 7, Asset Allocation, Series 6, Investment Strategies, Investment Advisory, Asset Managment, Managing Accounts, Fixed Income

Education
University of Pennsylvania - The Wharton School   2006 — 2008
CIMA, Investment Management Consulting

Texas State University   1988 — 1992
B.S., Business & Nutrition

Cathy Thum Cathy Thum Greater Milwaukee Area Details
Cathy Thum's American Century Investments Experience 2002 - 2012
Job Technical Project Manager at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  April 2013 - Present
Insight Management Consultants  November 2012 - April 2013
American Century Investments   2002 - 2012
American Century Investments   2000 - 2002
American Century Investments   1992 - 2000
American Century Investments   1990 - 1992
Young Life  1988 - 1990

Skills
Vendor Management, Team Leadership, Team Building, Project Management, Management, Process Improvement, Strategy, Cross-functional Team..., Recruiting, Budgets, Human Resources, Strategic Planning, Coaching, Leadership, Data Analysis, CRM, Business Analysis, Operations Management

Education
University of Kansas   1980 — 1984
Bachelor of Arts (BA), Communications and Personnel Studies

Hannah VanDeusen Hannah VanDeusen Kansas City, Missouri Area Details
Hannah VanDeusen's American Century Investments Experience May 2011 - August 2011
Job Audit Associate at Deloitte
Industry Accounting
Experience
Deloitte  September 2014 - Present
Starlight Theatre  May 2013 - September 2013
Deloitte  January 2013 - March 2013
Dunham Law Firm, P.C.   November 2010 - December 2012
American Century Investments   May 2011 - August 2011

Education
University of Missouri-Kansas City   2013 — 2014
Masters, Accounting

Texas Christian University - M.J. Neeley School of Business   2009 — 2013
Bachelor of Business Administration (BBA), Accounting

Jeffrey Yun Jeffrey Yun Naples, Florida Area Details
Jeffrey Yun's American Century Investments Experience March 1998 - February 2006
Job Managing Director
Industry Investment Management
Experience
Wasmer, Schroeder & Company, Inc.   September 2009 - Present
CGR Insurance Group   October 2008 - August 2009
Private Capital Management  March 2006 - March 2008
American Century Investments   March 1998 - February 2006
HSBC  February 1993 - March 1998
Chase  1990 - 1993

Skills
Asset Managment, Asset Allocation, Investments, Asset Management, Investment Strategies, Mutual Funds, Fixed Income, Wealth Management, Hedge Funds, Alternative Investments, Portfolio Management

Education
St. Lawrence University   1984 — 1988

St. Lawrence University   1984 — 1988

William (Bill) Bates William (Bill) Bates Jefferson City, Missouri Details
William (Bill) Bates's American Century Investments Experience February 1998 - December 2008
Job Chief Executive Officer at LeadingAge Missouri
Industry Public Policy
Experience
LeadingAge Missouri  August 2015 - Present
Bates Public Affairs Consulting   January 2009 - July 2015
American Century Investments   February 1998 - December 2008
American Century Investments   November 1995 - February 1998
Hallmark Cards, Inc.   July 1991 - February 1995
Hallmark Cards, Inc.   January 1988 - July 1991

Skills
Crisis Communications, Strategic Communications, Corporate Communications, Marketing Communications, Public Affairs, Entrepreneurship, Government, Spokesperson, Project Planning, Media Relations, Leadership, Newsletters, Press Releases, Marketing Strategy, Philanthropy, Communication Training, Communications Planning, Integrated Marketing, Speech Writing, Brand Development, Strategic Planning, Internal Communications, Public Relations, Marketing, Public Policy, Strategy, Strategic Partnerships, Legislative Relations, Mergers & Acquisitions, Community Development, Policy

Education
Southern Methodist University
Bachelor of Business Administration (B.B.A.) and Bachelor of Arts - Psychology

University of Missouri-Columbia School of Law
Juris Doctor (J.D.)

Dennis Keller Dennis Keller Kansas City, Missouri Area Details
Dennis Keller's American Century Investments Experience October 2008 - September 2009
Job Project Analyst Internet at Garmin International
Industry Consumer Electronics
Experience
Garmin International  April 2011 - Present
US Oncology/AccessMED, LLC   March 2010 - April 2011
American Century Investments   October 2008 - September 2009
American Century Investments   June 1992 - September 2008
YRC (Formerly Yellow Freight Systems, Inc.)   1991 - 1992
Johnson County Community College  1986 - 1991

Skills
Project Management, Integration, SDLC, Requirements Analysis, Visio, SQL, Strategic Planning, Training, Enterprise Software, Web Applications, Vendor Management, Business Analysis, Process Improvement, Requirements Gathering

Education
Simpson College
B.A., Psychology

The University of Kansas
M.A. & Ph.D., Experimental Psychology

Frank Longo Frank Longo Rockville Centre, New York Details
Frank Longo's American Century Investments Experience January 2015 - Present
Job External Wholesaler at American Century Investments
Industry Financial Services
Experience
American Century Investments   January 2015 - Present
Curian Capital  November 2008 - January 2015
Century Hill Investments   January 2008 - October 2008

Skills
Separately Managed...

Education
Skidmore College   2003 — 2007
BS, Business Administration and Management, General

Jim Jennings Jim Jennings Kansas City, Missouri Area Details
Jim Jennings's American Century Investments Experience 2005 - 2009
Job Lead Financial Analyst at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement  September 2014 - Present
JP Morgan Chase  March 2010 - September 2014
White Label Wireless   August 2009 - March 2010
American Century Investments   2005 - 2009
American Century Investments   2002 - 2005
American Century Investments   2001 - 2002
American Century Investments   1999 - 2001
American Century Investments   1997 - 1999
Nine West Group  1992 - 1997

Skills
Financial Modeling, Financial Analysis, Accounting, Financial Reporting, Budgets, Strategic Financial..., Forecasting, Mutual Funds, Management, Strategic Planning, Investments, Due Diligence, Client / Channel..., Pricing, Balanced Scorecard, Corporate Communications, IPO, Lines Of Credit, Asset Managment, Bonus Programs, Profit Maximization, Cost Saving Initiatives, Activity Based Costing, Activity Based..., Board Presentations, Hyperion Financial..., SAP ERP, Cost Management, Revenue & Profit Growth, Revenue Analysis, Analysis, Financial Planning, Asset Management, Executive Management, Finance, Mergers & Acquisitions, Process Improvement, Leadership, Financial Services

Education
Saint Louis University   1993 — 1995
Masters, Finance

The University of Kansas   1986 — 1989
BS, Business & Accounting

University of Missouri-Rolla   1984 — 1986
transferred, Civil Engineering & Management

Carlye Yanker Carlye Yanker United States Details
Carlye Yanker's American Century Investments Experience May 2012 - August 2012
Job Financial Representative II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  July 2013 - Present
Mortar Board Honor Society   April 2012 - May 2013
University of Kansas Student Senate  September 2011 - May 2013
American Century Investments   May 2012 - August 2012
Kappa Delta Sorority  November 2010 - November 2011
Center for Community Outreach  August 2010 - September 2011

Skills
Accounting, Excel, PowerPoint, Word, Microsoft Office, Access, Budgeting

Education
University of Kansas   2009 — 2013
Finance and Accounting

Alex Basman Alex Basman San Francisco Bay Area Details
Alex Basman's American Century Investments Experience 1999 - 2001
Job Snr Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management  Credit Analyst/CLO Portfolio ManagerWells Capital Management2003 - Present
American Century Investments   1999 - 2001

Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Portfolio Management, Valuation, Alternative Investments, Credit, Asset Management, Financial Modeling, Financial Services, Asset Allocation, High Yield, Investments

Education
Stanford University   1996 — 1997
MSc, Economic Systems

University of Sydney   1990 — 1994
BSc (Hon), Applied Mathematics and Physics

Other

Brent Fischer Brent Fischer Greater Denver Area Details
Brent Fischer's American Century Investments Experience 2000 - 2002
Job Vice President Sales
Industry Banking
Experience
SWBC  November 2009 - Present
Bellco Credit Union  2007 - 2009
Wells Fargo Financial  2001 - 2007
American Century Investments   2000 - 2002
American Century Investments   2000 - 2002

Skills
Sales, Banking, Loans, Management, Credit, Portfolio Management, Risk Management, Mortgage Lending, Investments, Financial Analysis, Insurance, Mutual Funds, Strategic Planning, Team Building, Credit Unions, Executive Management, Leadership, Underwriting, Consumer Lending, Retail Banking

Education
South Dakota State University   1997 — 2000
Bachelors, Science

Glenn Fogle, CFA Glenn Fogle, CFA Kansas City, Missouri Area Details
Glenn Fogle, CFA's American Century Investments Experience 1990 - February 2010
Job Experienced Equity Manager Seeking A New Challenge
Industry Investment Management
Experience
PCA Retirement & Benefits Inc  August 1996 - Present
Acceleration Asset Management, Oxford Creek Capital Management   November 2010 - December 2014
American Century Investments   1990 - February 2010

Skills
Alternative Investments, Asset Allocation, Equities, Equity Research, Financial Modeling, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Risk Management, Team Leadership, Investment Management, Hedge Funds, Leadership, Asset Management, Strategy

Education
Texas Christian University - M.J. Neeley School of Business
MBA, Finance

Texas Christian University
Bachelor of Business Administration (BBA)

Lisa Clute Lisa Clute Austin, Texas Area Details
Lisa Clute's American Century Investments Experience December 1999 - November 2008
Job Sr. Administrative Assistant
Industry Banking
Experience
Farm Credit Bank of Texas  February 2015 - Present
Aspen Heights  August 2014 - February 2015
TransforMed  April 2012 - July 2014
McKesson Specialty Health AccessMED   December 2010 - May 2012
Fleur de Lis  November 2008 - October 2010
American Century Investments   December 1999 - November 2008

Skills
Team Building, Leadership, Training, Problem Solving, Healthcare, Microsoft Excel, Project Management, Microsoft Office, Event Planning, Customer Service

Education
Savannah College of Art and Design

Savannah College of Art and Design
BA Graphic Design, Graphic Design

Jackie Faust Jackie Faust Kansas City, Missouri Area Details
Jackie Faust's American Century Investments Experience 1993 - 1995
Job Owner at MDL Wine & Spirits, Metcalf Discount Liquor
Industry Wine and Spirits
Experience
MDL Wine & Spirits   September 2009 - Present
Metcalf Discount Liquor   January 2009 - Present
Zurich  March 1996 - May 2009
American Century  March 1994 - March 1996
American Century Investments   1993 - 1995
Worldspan  February 1988 - March 1994

Education
The University of Kansas   1980 — 1985
BS, Marketing

Paul Somogye Paul Somogye Kansas City, Missouri Area Details
Paul Somogye's American Century Investments Experience November 2012 - August 2013
Job
Industry Investment Management
Experience
Federal Reserve Bank of Kansas City  December 2014 - Present
Netsmart Technologies  August 2013 - December 2014
American Century Investments   November 2012 - August 2013
American Century Investments   2003 - 2012
American Century Investments   2001 - 2003
American Century Investments   2000 - 2001
American Century Investments   1996 - 2000
American Century Investments   1993 - 1996
Forrest T. Jones & Company   1990 - 1993
Blue Springs Bank   1986 - 1990

Skills
Vendor Management, IT Management, Risk Management, Systems Management, IT Operations Management, IT Infrastructure..., Business Process, IT Financial Management, Data Center Management

Education
University of Missouri-Kansas City
Bachelor of Business & Administration (B.B.A.)

The University of Georgia

Crowder Junior College
AA

Blue Springs High School

Thatcher MacDonald Thatcher MacDonald Kansas City, Missouri Area Details
Thatcher MacDonald's American Century Investments Experience 2011 - 2012
Job Account Executive Great Plains Trust Company
Industry Investment Management
Experience
Great Plains Trust Company  March 2012 - Present
American Century Investments   2011 - 2012
Morgan Stanley Smith Barney  2010 - 2011

Skills
Investments, Wealth Management, Asset Allocation, Valuation, Financial Modeling, Series 7, Series 63, Investment Management, Portfolio Management, Mutual Funds, Uniform Combined State..., Financial Analysis, Series 65, Investment Strategies, Retirement Planning

Education
Southern Methodist University   2005 — 2009

Mike LaPointe Mike LaPointe Stamford, Connecticut Details
Mike LaPointe's American Century Investments Experience December 2012 - September 2013
Job Financial Professional
Industry Financial Services
Experience
American Century Investments   December 2012 - September 2013
Alpine Funds   December 2011 - June 2012
Legg Mason  March 2010 - December 2011
Legg Mason  March 2006 - March 2010
Citigroup Asset Management  May 2004 - March 2006
Bear Stearns  May 2002 - May 2004
Smith Barney  August 2000 - May 2002

Skills
Separately Managed..., Series 63, Series 7, Mutual Funds, Series 65, Uniform Combined State..., Series 6, ETFs, Alternative Investments, Wealth Management, Securities, Retirement Planning

Education
State University of New York College at Cortland   1997 — 2000
Business Economics, Financial Management Concentration, Mathematics Minor

St. Bonaventure University   1996 — 1997
Mathematics

Jeff Goodnow Jeff Goodnow Olathe, Kansas Details
Jeff Goodnow's American Century Investments Experience 1997 - 2002
Job National Sales Manager at Potomac Fund Management, Inc.
Industry Financial Services
Experience
Potomac Fund Management, Inc.   September 2015 - Present
VSR Financial Services  March 2003 - September 2015
American Century Investments   1997 - 2002
Security Benefit  January 1995 - May 1997

Skills
Project Management, Sales, Banking, Web Development, Securities, Portfolio Management, Investments, Strategic Financial..., Asset Managment, Series 7, Investment Advisory, Retirement Planning

Education
The University of Kansas
Bachelors, Psychology

Laura (Clark) Rogers Laura (Clark) Rogers Overland Park, Kansas Details
Laura (Clark) Rogers's American Century Investments Experience 2000 - 2003
Job VP Business Development
Industry Financial Services
Experience
UMB Bank  April 2014 - September 2015
BOK Financial  March 2009 - April 2014
JPMorgan  November 2007 - January 2009
JPMorgan Retirement Plan Services  July 2003 - 2007
American Century Investments   2000 - 2003

Education
The University of Kansas
BS, Business Administration

University of Missouri-Kansas City
MBA, Finance

Yadira Cazares Yadira Cazares San Francisco Bay Area Details
Yadira Cazares's American Century Investments Experience March 2015 - Present
Job Investment Specialists at American Century Investments
Industry Investment Management
Experience
American Century Investments   March 2015 - Present

Education
San Jose State University
Bachelor's Degree, Business Administration with a concentration in Finance

Joseph Biscardi Joseph Biscardi Kansas City, Missouri Details
Joseph Biscardi's American Century Investments Experience July 2015 - Present
Job
Industry Financial Services
Experience
American Century Investments   July 2015 - Present
Ameriprise Financial Services, Inc.   September 2014 - July 2015
Chevrolet of Huntington   July 2014 - September 2014
Jackson's Restaurant   June 2007 - July 2014
SUNY Geneseo  April 2012 - May 2013
SUNY Farmingdale  May 2012 - August 2012
Macy's  December 2009 - June 2011

Skills
Research, Microsoft Office, Microsoft Excel, Teamwork, Time Management, Financial Analysis, Investments, Sales

Education
State University of New York College at Geneseo   2009 — 2013
Bachelor of Science (B.S.), Biology/Biological Sciences, General

Dana Wright Dana Wright Greater Chicago Area Details
Dana Wright's American Century Investments Experience September 2003 - May 2005
Job Investor | Adviser | Executive
Industry Venture Capital & Private Equity
Experience
MATH Venture Partners   April 2015 - Present
Golden Seeds  October 2014 - Present
Lena Street   August 2014 - Present
Gavilon Group, LLC  May 2008 - July 2014
Hewitt Associates  September 2006 - April 2008
ConAgra Foods  May 2005 - August 2006
American Century Investments   September 2003 - May 2005
Clark Consulting (Pearl Meyer & Partners)   May 2002 - September 2003
Arthur Andersen & Co.   January 1997 - May 2002

Skills
Early-Stage Investing, Venture Capital, Private Equity, Strategy, Corporate Development, Mergers & Acquisitions, Business Development, Management, Integration, Due Diligence, Finance, Financial Analysis, Financial Modeling, Compensation, Tax

Education
University of Kansas - Graduate School of Business   1995 — 1996
MS, Accounting and Information Systems

The University of Kansas   1991 — 1995
BS, Accounting & Business Administration

Sean Stowers Sean Stowers San Antonio, Texas Area Details
Sean Stowers's American Century Investments Experience 2004 - 2005
Job Software Developer at Rackspace
Industry Information Technology and Services
Experience
Rackspace  June 2014 - Present
Rackspace, the Open Cloud Company (through Convene)   July 2013 - June 2014
Key Energy Services  July 2006 - June 2013
Dawson Geophysical  July 2009 - July 2011
American Century Investments   2004 - 2005

Skills
XML, Oracle, JavaScript, MySQL, Microsoft SQL Server, SQL, Ruby, jQuery, HTML, Ruby on Rails, PHP, Informatica, Access, Analysis, Software Documentation, SharePoint, ERP, ETL, Databases, SQL Server, CSS, XBRL, Java, Apache

Education
Texas Tech University - Rawls College of Business   2004 — 2005
MS/BA, Management Information Systems

Texas Tech University - Rawls College of Business   2000 — 2004
BBA, Management Information Systems/Accounting

Michael Vertin, AWMA® Michael Vertin, AWMA® San Francisco Bay Area Details
Michael Vertin, AWMA®'s American Century Investments Experience September 2011 - Present
Job Investment Advisor at American Century Investments
Industry Financial Services
Experience
American Century Investments   September 2011 - Present
Fidelity Investments  November 2010 - May 2011
Charles Schwab  March 1998 - November 2010

Skills
Series 7, Investments, Finance, Asset Allocation, Wealth Management, Retirement Planning, Mutual Funds, 529 Plans, Investment Strategies, Investment Advisory

Education
San Jose State University   1977 — 1980
Accounting

David Embry David Embry Kansas City, Missouri Area Details
David Embry's American Century Investments Experience January 1995 - January 1998
Job President Lockton Marketplace at Lockton Affinity
Industry Financial Services
Experience
Lockton Affinity  January 2014 - Present
SelectQuote Benefit Solutions   November 2011 - December 2013
JPMorgan  January 2004 - November 2011
JPMorgan  January 1998 - January 2004
American Century Investments   January 1995 - January 1998
ADP Retirement Plan Services   January 1994 - January 1995
American Century Investments   August 1991 - December 1994

Skills
Employee Benefits, Retirement, Investments, Medicare Exchange, Defined Benefit, Sales Management, 401k, Series 7, Series 6, Series 24, Series 63, Pensions, Voluntary Employee..., Finance, Financial Services, Portfolio Management, Fixed Annuities, Investment Strategies, Mutual Funds, Insurance, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Health Insurance, Securities, Asset Management, Relationship Management, Investment Management, Financial Advisory, Life Insurance, Retirement Plan..., ERISA, Alternative Investments, FINRA

Education
University of Missouri-Kansas City   1992 — 1995
MBA, Finance

Southwest Baptist University   1987 — 1991
BS, Business Administration and Finance

Audra Stiles Audra Stiles Kansas City, Missouri Area Details
Audra Stiles's American Century Investments Experience June 2007 - Present
Job Learning Resource Center Specialist
Industry Financial Services
Experience
American Century Investments   June 2007 - Present
American Century Investments   February 2006 - October 2006
American Century Investments   October 2004 - February 2006
Peoples Bank  August 2002 - September 2004

Skills
Mutual Funds, Customer Relations, Coaching, Banking, Customer Service, PowerPoint, Word, Excel, Problem Solving, Retirement, Risk Management, Compliance, Lotus Notes, Microsoft Excel, Investments

Education
University of Kansas   1997 — 2002
Bachelor of Science, Communications

Blue Valley Northwest   1993 — 1997

Drew Kline Drew Kline Kansas City, Missouri Details
Drew Kline's American Century Investments Experience March 2015 - Present
Job Investment Representative | Environmental Advocate | Fitness Enthusiast
Industry Financial Services
Experience
American Century Investments   March 2015 - Present
SunSource Homes   March 2014 - Present
54th Street   July 2012 - March 2014
Automated Agri-systems   May 2011 - August 2011

Skills
Solar Energy, Energy Efficiency, PV Design, Business Development, Social Networking, Customer Service, Hospitality, Data Analysis, Data Entry, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Food Service, Food & Beverage, Restaurants, Cashiering, Public Speaking, Teamwork, Social Media, Leadership

Education
Southern Illinois University, Edwardsville   2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Economics and Finance

Penny Williams Penny Williams Overland Park, Kansas Details
Penny Williams's American Century Investments Experience August 1996 - February 1997
Job Senior Product Marketing Manager at Sprint
Industry Marketing and Advertising
Experience
Sprint Nextel  November 2011 - Present
Cox Communications  November 2010 - October 2011
P.S. Williams Consulting   November 2008 - October 2010
EMBARQ (formerly Sprint)   December 2005 - October 2008
Sprint  November 2000 - December 2005
Sprint  March 2000 - November 2000
Sprint  September 1999 - March 2000
Sprint  August 1998 - August 1999
Sprint  February 1997 - February 1998
American Century Investments   August 1996 - February 1997

Skills
Segmentation, Market Research, Pricing, Trend Analysis, Multi-channel Marketing, Customer Acquisition, Loyalty and..., Brand Strategy and..., Product Development,..., Promotions, Advertising..., On-Line, Social Media &..., Multi-Channel..., Joint Ventures &..., Vendor & Agency..., National Account..., Cross Functional Teams, Cross-functional Team..., Marketing, Product Marketing, Advertising, Integrated Marketing, Leadership, Product Management, Strategy, Business Development, Market Planning, Brand Development, Marketing Communications, Marketing Strategy, Management, Strategic Partnerships, Competitive Analysis, Telecommunications

Education
The George Washington University - School of Business   1988 — 1990
MBA, International Business and Marketing

University of Missouri-Kansas City   1981 — 1986
Bachelors, Liberal Arts

Matt Kasa Matt Kasa San Clemente, California Details
Matt Kasa's American Century Investments Experience May 2015 - Present
Job Vice President, DCIO Sales at American Century Investments
Industry Financial Services
Experience
American Century Investments   May 2015 - Present
Franklin Templeton Investments  February 2012 - May 2015
Legg Mason  March 2008 - February 2012
OppenheimerFunds  May 2004 - March 2008

Skills
Leadership, Series 63, 401k, Series 6, Mutual Funds, Series 7, CRPS

Education
State University of New York College at Oneonta
B/S, Business Economics

Theresa Hoang-Tran, CFA Theresa Hoang-Tran, CFA King Of Prussia, Pennsylvania Details
Theresa Hoang-Tran, CFA's American Century Investments Experience 2015 - Present
Job Investment Analyst at American Century Investments
Industry Investment Management
Experience
American Century Investments   2015 - Present
Turner Investment Partners  August 2007 - May 2014
Towers Watson  2004 - 2007

Skills
Equities, Hedge Funds, Alternative Investments, Bloomberg, Equity Research, Financial Modeling, Asset Management, Investments, Fixed Income, Valuation, Mutual Funds, Capital Markets, Series 7, Investment Management

Education
Temple University
Bachelor's degree, Finance, General

Todd Pardula Todd Pardula San Francisco Bay Area Details
Todd Pardula's American Century Investments Experience February 1990 - May 2013
Job VP & Portfolio Manager at American Century Investments
Industry Investment Management
Experience
American Century Investments   February 1990 - May 2013

Skills
Bloomberg, Fixed Income

Education
Santa Clara University   1980 — 1984
BS, Finance

Heath Hoobing Heath Hoobing Kansas City, Missouri Area Details
Heath Hoobing's American Century Investments Experience July 1998 - August 2006
Job Attorney and Shareholder at Seigfreid Bingham, PC
Industry Law Practice
Experience
Seigfreid Bingham, PC  June 2009 - Present
American Century Investments   July 1998 - August 2006
American Century Investments   January 1996 - June 1998
American Century Investments   September 1991 - December 1995

Skills
Estate Planning, Legal Writing, Retirement Planning, Trusts, Wills, Retirement, Tax, Succession Planning, ERISA, Legal Advice, Legal Research, Corporate Law, Business Transactions, Mergers, Tax Law

Education
University of Missouri-Kansas City School of Law   2009 — 2011
LL.M., Taxation

University of Missouri-Kansas City School of Law   2006 — 2009
J.D., Law

The University of Kansas   1987 — 1991
B.A., Communication Studies

Joseph Gotelli Joseph Gotelli San Francisco Bay Area Details
Joseph Gotelli's American Century Investments Experience February 2010 - Present
Job Vice President and Portfolio Manager at American Century Investments
Industry Investment Management
Experience
American Century Investments   February 2010 - Present
American Century Investments   July 2008 - February 2010
Franklin Templeton Investments  July 2001 - July 2008

Skills
Investments, Portfolio Management, Asset Management, Mutual Funds, Fixed Income, Bloomberg, Municipal Bonds, Alternative Investments, Bonds

Education
Santa Clara University   2005 — 2007
MBA, Finance

University of California, Santa Barbara   1998 — 2001
BA, Business/Economics

Bridget Richards Bridget Richards Fort Collins, Colorado Area Details
Bridget Richards's American Century Investments Experience 1993 - 1995
Job Director of Marketing & Communications at Blue Ocean Enterprises, Inc.
Industry Marketing and Advertising
Experience
Blue Ocean Enterprises, Inc.   March 2014 - Present
Artemis Consulting Group   July 2008 - March 2014
ICON Advisers  February 2003 - June 2008
Founders Asset Management  September 1995 - February 2003
American Century Investments   1993 - 1995
AIM Management Group  1989 - 1993

Skills
Marketing, Strategic Communications, Corporate Communications, Crisis Communications, Internal Communications, Communications Planning, Message Development, Mutual Funds, Financial Writing, Strategic..., Strategic Thinking, Helping Clients Succeed, Consulting, Agency Leadership, Thought Leadership, Employee Engagement, Investment Management, Branding Initiatives, Marketing Communications, Content Strategy, Leadership, Strategy, Integrated Marketing, Digital Strategy, Creative Direction, Creative Strategy, Strategic Planning, Brand Development, Digital Marketing, Media Relations, Public Relations, Messaging, Social Media Marketing, Corporate Branding, Content Development, Investor Relations, Press Releases, B2B Marketing, Communication Training, Publicity, Speech Writing, Copywriting, Newsletters, Direct Marketing

Education
The University of Kansas   1983 — 1987
BS, Journalism

Ben Abelson, CFA Ben Abelson, CFA Kansas City, Missouri Area Details
Ben Abelson, CFA's American Century Investments Experience April 2013 - Present
Job
Industry Investment Management
Experience
American Century Investments   April 2013 - Present

Skills
Valuation, Financial Modeling, Corporate Development, Due Diligence, Investments, Divestitures, Project Finance, Corporate Finance, Renewable Energy, Mergers, Energy, Cleantech, Alternative Energy, Financial Structuring

Education
The University of Chicago Booth School of Business   2006 — 2008
MBA, Finance, Economics

Wesleyan University   1998 — 2002
BA, English

Aaron Dick, CBAP Aaron Dick, CBAP Kansas City, Missouri Area Details
Aaron Dick, CBAP's American Century Investments Experience September 2006 - June 2008
Job Business Analysis Manager at SAIC
Industry Information Technology and Services
Experience
SAIC - Science Applications International Corporation  August 2011 - Present
SAIC - Science Applications International Corporation  October 2008 - August 2011
Cardinals Management LLC   January 2006 - December 2008
American Century Investments   September 2006 - June 2008
American Century Investments   February 2003 - September 2006
American Century Investments   November 2000 - February 2003

Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Business Process..., Business Process, Business Requirements, Process Mapping, Functional..., RUP, Analysis

Education
Tabor College   1989 — 1993
Bachelors

Garden City Community College   1988 — 1989

Hesston High School   1984 — 1988

Greg Reid Greg Reid Kansas City, Missouri Area Details
Greg Reid's American Century Investments Experience June 2007 - November 2008
Job Vice President, Business Segment Marketing at US Bank
Industry Banking
Experience
US Bank  September 2014 - Present
NetStandard   December 2008 - September 2014
American Century Investments   June 2007 - November 2008
American Century Investments   October 2001 - June 2007
American Century Investments   March 1998 - October 2001

Skills
Project Management, Business Process..., Program Management, Mentoring, Change Management, Management, Strategic Planning, Leadership, Team Leadership, Project Planning, Operations Management, Strategy, Coaching, Vendor Management, Business Analysis, Process Improvement, Business Process..., Requirements Analysis, IT Management, Business Intelligence, Management Consulting, Cloud Computing, SharePoint, Business Process, SDLC

Education
DeVry University   2007 — 2010
Project Management

The George Washington University   2003 — 2005
Masters Certificate, Project Management

University of Missouri-Kansas City   1980 — 1982
Business Administration

Steve Beardslee Steve Beardslee Kansas City, Missouri Area Details
Steve Beardslee's American Century Investments Experience 1993 - 1995
Job Video Development and Programming at CenturyLink
Industry Telecommunications
Experience
CenturyLink  July 2009 - Present
Embarq (formerly Sprint / acquired by CenturyLink)   April 2005 - July 2009
Sprint  September 2003 - April 2005
Sprint  October 2001 - September 2003
Maxim Group Business Solutions  January 2000 - October 2001
SunGard Shareholder Services   1997 - 2000
DST Systems  1995 - 1997
American Century Investments   1993 - 1995

Skills
Telecommunications, Strategy, Business Development, Wireless, Product Development, Product Management, IPTV, Strategic Planning, Program Management, Product Marketing, New Business Development, Cross-functional Team..., Strategic Partnerships, Competitive Analysis, Mergers & Acquisitions, Operations Management, Contract Negotiations, Account Management, Leadership, Marketing, Business Planning, Problem Solving, Management, B2B, Vendor Management, Team Management, Forecasting, Strategy Development, Content Strategy, VOD, Executive Management, Sales Operations, Customer Relations, Channel Management, Planning, Contract Negotiation, Broadband, Mobile Devices, Business Strategy, Business Intelligence, Project Management, Sales, Analysis, Go-to-market Strategy, Mobile, Product Strategy, Content Acquisition, Content Management, Partner Relationship..., Marketing Strategy

Education
University of Kansas   1988 — 1992
BS, Business Administration, with emphasis in Finance and Computer Science

Shawnee Mission Northwest   1984 — 1988

Steve Huff Steve Huff Topeka, Kansas Details
Steve Huff's American Century Investments Experience December 1997 - February 2004
Job VP, IT Security & Risk at Capitol Federal Savings Bank
Industry Banking
Experience
Capitol Federal Savings Bank  January 2013 - Present
CoreFirst Bank & Trust  May 2004 - December 2012
American Century Investments   December 1997 - February 2004
Deloitte Consulting  January 1994 - December 1997
Hill's Pet Nutrition  May 1990 - January 1994

Skills
Banking Technology, Program Management, Project Execution, Core Banking, Managerial Experience, Management Consulting, Big 4, Technology Integration, Technology Planning, Technology..., Technology Evaluation, Technical Management, Team Leadership, Enterprise Software, Internet Banking, Financial Management, Business Analysis, Systems Analysis, IT Management, Vendor Management, Banking, Contract Negotiation, Contract Management, Project Management, Management, Technology Management, Managerial Finance, PeopleSoft, SDLC, Process Improvement, Business Process..., Budgets, Leadership, Business Process, Risk Management, Information Technology, Human Resources, Recruiting, Consulting, IT Strategy, Project Planning, Visio, Disaster Recovery, Project Portfolio..., Sarbanes-Oxley Act, IT Audit, Executive Management, PMO, CRM, Business Intelligence

Education
The George Washington University   1999 — 2002
Master's Certificate, IT Project Management

University of Kansas - Graduate School of Business   1989 — 1991
MBA, Information Technology

University of Kansas   1985 — 1989
BS, Business and Accounting

David Grainger David Grainger Kansas City, Missouri Area Details
David Grainger's American Century Investments Experience September 2005 - May 2008
Job Director HRIS & Analytics at DST Systems
Industry Financial Services
Experience
DST Systems  September 2015 - Present
Nuance Investments, LLC  June 2014 - 2015
H&R Block  October 2011 - June 2014
H&R Block  December 2009 - October 2011
H&R Block  June 2008 - November 2009
American Century Investments   September 2005 - May 2008
American Century Investments   January 2001 - September 2005
American Century Investments   May 1998 - January 2001
American Century Investments   May 1997 - May 1998

Skills
Leadership, Change Management, Vendor Management, Project Management, Information Technology, Business Analysis, Process Improvement, Business Continuity..., Disaster Recovery, Learning Management..., Corporate Services, Program Management, Scrum, Agile & Waterfall..., SDLC, Visio, Risk Management, Enterprise Architecture, Software Development, Training, Business Intelligence, Management, Databases, Security, Analysis, Data Warehousing, IT Management, PMP, Integration, CRM, Requirements Analysis, Requirements Gathering, PMO

Education
The George Washington University   2003 — 2005
Masters, Project Management

William Jewell College   1990 — 1992
Bachelor's Degree, English and Communications

David (Dave) Bedrick David (Dave) Bedrick East Greenwich, Rhode Island Details
David (Dave) Bedrick's American Century Investments Experience January 2013 - February 2014
Job VP, IODC Sales at Prudential Investments
Industry Financial Services
Experience
Prudential Investments  March 2014 - Present
American Century Investments   January 2013 - February 2014
Prudential Investments  December 2007 - November 2012
Dreyfus Investments  June 2006 - December 2007
AllianceBernstein  June 2004 - January 2006
Seligman  1997 - 2003

Skills
Series 6, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, Retirement Planning, Asset Allocation, DC/IO, Life Insurance, Investment Strategies, Strategic Planning, Securities, Defined Contribution, Investment Solutions

Education
Skidmore College   1992 — 1996
Bachelor of Arts (B.A.), Political Science

Nicholas Stark, CFA Nicholas Stark, CFA Kansas City, Missouri Area Details
Nicholas Stark, CFA's American Century Investments Experience July 2012 - Present
Job Senior Investment Analyst
Industry Investment Management
Experience
American Century Investments   July 2012 - Present
Columbia Management  August 2007 - May 2012
Lockheed Martin  2002 - 2005
National Security Agency  May 2001 - August 2001

Skills
Equities, Portfolio Management, Financial Modeling, Investments, Mutual Funds, Chartered Financial..., Quantitative Analytics, Equity Research, Valuation, Asset Managment, Financial Analysis, Bloomberg

Education
The University of Chicago - Booth School of Business   2005 — 2007
MBA, Finance and Accounting

The University of Texas at Austin   2000 — 2002
Master of Science, Operation Research

University of Nebraska-Lincoln   1995 — 2000
BS/BA, Mathematics & Psychology

Rob Aneweer Rob Aneweer Kansas City, Missouri Area Details
Rob Aneweer's American Century Investments Experience 2002 - 2008
Job Director of Interactive Development at InQuest Marketing
Industry Marketing and Advertising
Experience
InQuest Marketing  2014 - Present
Blue Cross Blue Shield of Kansas City  2011 - 2014
Commerce Bank  2010 - 2011
Security Benefit  2008 - 2010
American Century Investments   2002 - 2008
American Century Investments   1999 - 2002
American Century Investments   1997 - 1999
DST Systems  1994 - 1997

Skills
Portfolio Management, Asset Managment, Wealth Management, Talent Management, SDLC, Business Intelligence..., PeopleSoft, Oracle Applications, Agile Methodologies, Business Analysis, Business Intelligence, Vendor Management, Project Management, IT Management, SharePoint, Microsoft SQL Server, Team Leadership, Integration, Oracle, Software Development, Leadership, Visio, Strategy, Disaster Recovery, Information Technology, Enterprise Architecture, Process Improvement, Project Portfolio..., IT Strategy, Strategic Planning, Applications..., Program Management, Business Process, Requirements Analysis, Databases, Crystal Reports, DB2, Asset Management

Education
University of Northern Iowa   1978 — 1982
BA, Computer Science and Mathematics

The George Washington University   2003 — 2004
Associates, Project Management

Doris Keller Doris Keller San Francisco Bay Area Details
Doris Keller's American Century Investments Experience September 2009 - June 2011
Job Customer Success Professional at SuccessFactors
Industry Information Technology and Services
Experience
SuccessFactors  March 2015 - Present
IntApp  March 2012 - March 2015
American Century Investments   September 2009 - June 2011
Financial Engines  May 2004 - May 2009
Wachovia, Info-One   June 2000 - August 2003
Jackson National Life  July 1998 - June 2000
Charles Schwab  June 1996 - July 1998

Skills
Customer Relations, Presentation Development, Account Management, Integration, SaaS, Project Management, Software Project..., Cross-functional Team..., Business Analysis, Business Process..., Marketing, Program Management, Relationship Management, CRM, Customer Service, Management, Product Marketing, Salesforce.com, Team Leadership

Education
Santa Clara University - Leavey School of Business   2009 — 2013
MBA

University of the Pacific   1992 — 1996
Bachelor of Arts

Steve Hanson Steve Hanson Southport, Connecticut Details
Steve Hanson's American Century Investments Experience 2013 - September 2015
Job Institutional Client Service & Marketing
Industry Financial Services
Experience
Axiom International Investors, LLC  October 2015 - Present
American Century Investments   2013 - September 2015
Lord, Abbett & Co. LLC   2008 - 2012
Lord, Abbett & Co. LLC   2006 - 2008
Lord, Abbett & Co. LLC   2004 - 2006

Skills
Investment Management, Institutional Sales, Public Funds, Consultants, Client Service, Defined Contribution, Variable Annuities

Education
The College of William and Mary - The Mason School of Business   2015 — 2017
Candidate for Master of Business Administration (MBA)

University of Central Florida
BSBA, Economics

Graeme Johnson Graeme Johnson San Francisco Bay Area Details
Graeme Johnson's American Century Investments Experience 1993 - 2011
Job Compliance 40 Act
Industry Investment Management
Experience
American Century Investments   1993 - 2011

Skills
Mutual Funds, Fixed Income, Asset Managment, Compliance, Investment Management, FINRA, Equities, Series 7, Portfolio Management, Series 63, Investments, Hedge Funds, Business Analysis, Financial Services, Investment Advisory, Series 65, Bloomberg, Securities, Risk Management, Vendor Management, Bonds, Alternative Investments, Series 24, Financial Markets, Securities Regulation, Trading, Fund Accounting, Capital Markets, Separately Managed..., Investment Strategies, Asset Allocation, Uniform Combined State..., ETFs, Institutional..., Equity Trading, Trading Systems, Portfolio Optimization, Electronic Trading, Asset Management

Education
Santa Clara University School of Law

University of California, Berkeley, Haas School of Business

Danielle Abernethy Merrick Danielle Abernethy Merrick Kansas City, Missouri Area Details
Danielle Abernethy Merrick's American Century Investments Experience June 2001 - March 2004
Job Associate Staff Director at Entrepreneurial Legal Services Clinic & Executive Director at KCVLAA
Industry Legal Services
Experience
Kansas City Volunteer Lawyers & Accountants for the Arts   January 2010 - Present
University of Missouri-Kansas City School of Law  October 2004 - Present
American Century Investments   June 2001 - March 2004
American Century Investments   May 2001 - August 2001
American Century Investments   August 1999 - June 2001

Skills
Non-profits, Small Business, Tax, Writing, Public Speaking, Microsoft Office, Business Planning, New Business Development, Estate Planning, Tax Law, Strategic Financial..., Legal Writing, Financial Planners, Fundraising, Corporate Law, Accounting, Mergers, Nonprofits, Mergers & Acquisitions, Start-ups, Management, Legal Research, Entrepreneurship, Intellectual Property, Finance, Grant Writing, Research, Legal Assistance

Education
University of Missouri-Kansas City School of Law   2000 — 2003
J.D., L.L.M., Taxation

The University of Kansas   1995 — 1999
B.S.W., Social Welfare

Bishop Miege High School   1991 — 1995
Diploma

Beth Sabates Beth Sabates Kansas City, Missouri Area Details
Beth Sabates's American Century Investments Experience April 2013 - Present
Job Innovation Strategist at American Century Investments
Industry Financial Services
Experience
American Century Investments   April 2013 - Present
American Century Investments   June 2011 - March 2013
American Century Investments   September 2008 - June 2011
Perceptive Software  November 2006 - July 2008
Kansas Political Party   June 2006 - November 2006
Hutfles Government Relations   December 2005 - June 2006

Skills
Business Strategy..., Cross-functional Team..., Vendor Management, Digital Strategy, Digital Engagement, Creative Technology, Program Management, Technology Needs..., Problem Solving, Client Experience, Agile, Business Analysis, Change Management, Business Process..., Management Consulting, Strategic Planning, Mobile Strategy, Digital Marketing, Mobile Web Design, E-commerce, User Experience, Social Media, Emerging Technologies, Customer Relations, Analytics, Budgeting, Outsourcing, B2B, Business Transformation, Business Development, CRM, Public Relations, Community Outreach, Salesforce.com, Sustainability, Social Entrepreneurship, Impact Investing, Base of the Pyramid, Triple Bottom Line, Spanish, Globalization, Customer Experience, SaaS, Customer Service, Agile Methodologies, Sales, Relationship Management, Mutual Funds, Financial Services, Strategy

Education
University of Kansas - Graduate School of Business   2009 — 2012
MBA

University of Kansas
B.S.B. in International Business, B.A. in Spanish

Robert Bauman Robert Bauman Lawrence, Kansas Area Details
Robert Bauman's American Century Investments Experience 2001 - 2006
Job PMO Practice Leader at HP Enterprise Services
Industry Aviation & Aerospace
Experience
HP Enterprise Services  August 2011 - Present
Ultra Electronics Airport Systems  2007 - August 2011
Sprint  2006 - 2006
American Century Investments   2001 - 2006
American Century Investments   1998 - 2001
Nissan North America  1994 - 1998
Amdahl Corporation  1990 - 1994
Digital Equipment Corporation  1987 - 1990

Skills
ITIL Foundation, Enterprise Architecture, Project Management, Vendor Management, IT Management, IT Strategy, PMO, Team Building, Leadership, Security, ITIL, Software Development, Strategic Planning, SDLC, Risk Management, Program Management, Integration, Business Process..., Change Management, Distributed Systems, Data Center, Requirements Analysis, Business Process, CRM, Management, Strategy, Enterprise Software, Testing, Pre-sales, E-commerce, PMP, Project Portfolio..., Operations Management, Software Project..., MS Project, Process Improvement, Project Delivery, Business Analysis, Visio, Cross-functional Team..., Software Documentation, IT Service Management, Business Intelligence, Oracle, Resource Management, VMware

Education
Villanova University   1977 — 1979
Post Graduate

The University of Dallas   1972 — 1976
BA

Jon Keeling Jon Keeling San Francisco Bay Area Details
Jon Keeling's American Century Investments Experience December 2006 - January 2011
Job Chief Instructor at Silicon Valley Karate, LLC
Industry Financial Services
Experience
Silicon Valley Karate, LLC. (formerly JKA of Silicon Valley)   July 1998 - Present
American Century Investments   December 2006 - January 2011
Bloomberg  March 2000 - December 2006
Salomon Smith Barney  January 1998 - March 2000
Lehman Brothers  August 1994 - June 1997
Morgan Stanley  August 1992 - August 1994

Skills
Fixed Income

Education
University of California, Berkeley   1990 — 1991
BA, Economics

Stony Brook University   1988 — 1989
Economics

Laura Christopherson Laura Christopherson Kansas City, Missouri Area Details
Laura Christopherson's American Century Investments Experience February 2007 - November 2008
Job Office Business Manager, HNTB Central Division Architecture
Industry Architecture & Planning
Experience
HNTB Companies  May 2012 - Present
HNTB Companies  January 2009 - April 2012
American Century Investments   February 2007 - November 2008
Black & Veatch  September 2004 - February 2008
Black & Veatch  May 2000 - September 2004
Alcatel  June 1985 - March 2000

Skills
Financial Reporting, Forecasting, Cost Accounting, Financial Analysis, Financial Modeling, Budgets, Accounting, Account Reconciliation, Strategic Financial..., Managerial Finance, Process Improvement, General Ledger, Variance Analysis, Finance, Management, Analysis, Strategic Planning, Leadership, Business Analysis, Budgeting

Education
University of Texas at Dallas - Naveen Jindal School of Management   1989 — 1993
MBA, Finance

Stephen F. Austin State University   1982 — 1985
B.B.A, Accounting

Jeff Benton Jeff Benton Boulder, Colorado Details
Jeff Benton's American Century Investments Experience October 2007 - October 2009
Job CEO, President at ZOO Fans, Inc.
Industry Renewables & Environment
Experience
ZOO Fans, Inc.   January 2010 - Present
American Century Investments   October 2007 - October 2009
Smith Barney  October 2006 - May 2007
Charles Schwab  1986 - 2003

Skills
Brokerage, Insurance, Investments, Direct Sales, Client Services, Retail, Strategic Planning, Profitability, Sales Management, CRM, Finance, Management, Financial Services, Business Development, Program Management, Sales, Strategy, Marketing Strategy, Contract Negotiation, Marketing, Leadership, Negotiation, New Business Development

Education
The Johns Hopkins University   1972 — 1976

Gerri Duffy Gerri Duffy San Francisco Bay Area Details
Gerri Duffy's American Century Investments Experience
Job Sr Compliance Analyst at American Century Investments
Industry Financial Services
Experience
American Century Investments  

Skills
Mutual Funds, Bloomberg, Securities, Legal Compliance, Fixed Income, Investment Management, Investments, Compliance, Asset Allocation, Process Improvement, Alternative Investments

Education
San Jose State University

Alyx M. Cox Alyx M. Cox Chicago, Illinois Details
Alyx M. Cox's American Century Investments Experience June 2012 - May 2015
Job Sales Professional, Relationship Manager
Industry Wholesale
Experience
American Century Investments   June 2012 - May 2015
NATIXIS GLOBAL ASSET MANAGEMENT  May 2011 - April 2012
Fidelity Investments  June 2010 - April 2011
Dallas Mavericks  November 2009 - December 2009
Boston Celtics  May 2009 - August 2009
SMU Public Relations Student Society of America Board   April 2008 - April 2009
Southern Methodist University's Sports Marketing Department   August 2007 - May 2008

Skills
CRM, Marketing, Advertising, Sales

Education
Southern Methodist University   2006 — 2010
Bachelor of Arts, Corporate Communications and Public Affairs, Advertising, Spanish

Angela Nelson, BSJ, CC, CL Angela Nelson, BSJ, CC, CL Kansas City, Missouri Area Details
Angela Nelson, BSJ, CC, CL's American Century Investments Experience 1993 - 2002
Job Researcher | Healthcare Analyst
Industry Medical Practice
Experience
Transitioning to exciting career   August 2015 - Present
Hallmark  August 2007 - August 2015
American Century Investments   1993 - 2002

Skills
Process Improvement, Strategic Planning, Leadership, Marketing, Training, Customer Satisfaction, Customer Service, Team Building, Vendor Management, Project Management, Inventory Management, Project Planning, Market Research, Cross-functional Team..., Program Management, Event Planning, Management, Research, Microsoft Excel, Public Speaking, PowerPoint, Strategy, Social Media, Time Management, Microsoft Word, Microsoft Office, Analysis, SharePoint, Nonprofits, Event Management, Contract Negotiation, Data Analysis, Problem Solving, Outlook, Editing, Community Outreach, Marketing Communications, Recruiting

Education
University of Missouri at Kansas City   2013 — 2015
Master’s Degree, Medical Sociology, 3.78 GPA

University of Central Missouri   2011 — 2013
MA, Sociology

TechSkills   2006 — 2007
Project Management

LaBaron Hairdressing Academy   2002 — 2002
Missouri State License, Manicurist / Nail Technician

Webster University   1997 — 1998
Master of Business Administration (M.B.A.), Business Administration

University of Kansas   1983 — 1987
BSJ, Advertising

Billi Jo Larmore Billi Jo Larmore Kansas City, Missouri Area Details
Billi Jo Larmore's American Century Investments Experience March 2000 - May 2008
Job Technical Writing
Industry Information Technology and Services
Experience
Sprint Real Estate   October 2012 - March 2015
H&R Block  November 2011 - November 2012
American Century Investments   March 2000 - May 2008
University of Kansas Medical Center  October 1996 - March 2000

Education
The George Washington University   2005 — 2007
Project Mgmt, Project Management

Kim Smith, SPHR Kim Smith, SPHR Leawood, Kansas Details
Kim Smith, SPHR's American Century Investments Experience November 1992 - November 2008
Job Regional Human Resources Director at 24 Hour Fitness
Industry Retail
Experience
24 Hour Fitness  January 2011 - Present
VSR Financial Services  December 2008 - November 2010
American Century Investments   November 1992 - November 2008

Skills
Employee Relations, Succession Planning, Leadership, Training, Recruiting, Strategic Planning, Onboarding, Employee Benefits, Human Resources, Performance Management, Temporary Placement, Management, Personnel Management, Strategy, Employee Engagement, Leadership Development, Talent Acquisition, Talent Management, Workshop Facilitation, Organizational..., College Recruiting, Coaching, Workforce Planning, Employee Training, Benefits Administration, New Hire Orientations, Hiring, Interviews, Organizational...

Education
Webster University   1995 — 1997
Masters, Management

Webster University   1995 — 1997
Masters, Human Resource Development

The University of Kansas   1988 — 1992
Business Communications

Janet Burchinal Janet Burchinal San Francisco Bay Area Details
Janet Burchinal's American Century Investments Experience February 2010 - Present
Job Brokerage Manager at American Century Investments
Industry Financial Services
Experience
American Century Investments   February 2010 - Present
American Century Investments   2007 - February 2010
American Century Investments   2003 - 2007
American Century Investments   1997 - 2003
The Benham Group  1989 - 1997

Skills
Mutual Funds, Series 7, Investments, Securities, Equities, Series 53, Series 4, Series 99, Series 24, Compliance, Salesforce.com, Broker-Dealer, Options, FINRA, Management, Trading, Retirement

Education
Swarthmore College   1984 — 1988
B.A., History, Economics

Stacy Bernstein Stacy Bernstein Greater Boston Area Details
Stacy Bernstein's American Century Investments Experience June 2012 - Present
Job Head of Financial Intermediaries, American Century Investments
Industry Financial Services
Experience
American Century Investments   June 2012 - Present
Legg Mason  2002 - June 2012
Salomon Brothers Asset Management  2002 - 2005
Liberty Funds  1992 - 2002

Skills
Financial Services, Strategic Partnerships, Alternative Investments, Fixed Income, Separately Managed..., Uniform Combined State..., Series 7, Management, Mutual Funds, Strategic Financial..., Retirement Planning, Relationship Management, Investment Strategies, Wealth Management, Retail, Asset Management, Insurance, Investment Advisory, Investment Management, Capital Markets, Asset Allocation, ETFs, Investments, FINRA, Portfolio Management, Retirement, Fixed Annuities, Equities, Series 63, Series 24, Financial Advisory, Hedge Funds, Series 6, Strategy, Securities, Bloomberg, 401k

Education
Syracuse University
Bachelor of Arts, Political Science, Economics

Mark Westmoreland, CIMA® Mark Westmoreland, CIMA® Dallas/Fort Worth Area Details
Mark Westmoreland, CIMA®'s American Century Investments Experience July 2008 - February 2012
Job Regional Vice President at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management  February 2012 - Present
American Century Investments   July 2008 - February 2012
AllianceBernstein  May 1998 - June 2008
Talbot Financial Services (Safeco)   August 1997 - May 1998
GE Capital  February 1987 - October 1996
NA  1900 - 1900

Skills
Mutual Funds, Financial Advisory, Retirement, Investments, Investment Advisory, Wealth Management, Business Planning, Fixed Annuities, Series 63, Financial Services, Customer Relations, Asset Allocation, Series 7, Managed Accounts, Retirement Services, Annuities, Series 65, Separately Managed..., Relationship Management, Alternative Investments, Managing Accounts, Customer Service

Education
The Evergreen State College   1981 — 2006
BA, Marketing and Finance

Maureen Haun Maureen Haun Kansas City, Missouri Area Details
Maureen Haun's American Century Investments Experience February 1992 - October 2001
Job Senior Communications Delivery Specialist, Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  January 2013 - Present
JPMorgan  June 2003 - December 2012
Haun & Associates   February 1999 - February 2004
JPMorgan Retirement Plan Services  October 2001 - June 2003
American Century Investments   February 1992 - October 2001

Skills
Internal Communications, Corporate Communications, Copywriting, Strategic Communications, Marketing Communications, Web Content

Education
Simmons College   1968 — 1972
B.A., Communictions

Tom Telford Tom Telford Kansas City, Missouri Area Details
Tom Telford's American Century Investments Experience July 1996 - December 2008
Job Investor
Industry Investment Management
Experience
The ETF Store   April 2010 - May 2013
American Century Investments   July 1996 - December 2008
Ernst & Young  June 1989 - July 1994

Skills
Portfolio Management, Investments, Mutual Funds, Investment Management, Asset Allocation, Alternative Investments, Investment Strategies, Asset Management, Equity Research, Auditing, Equities, Funding

Education
University of Pennsylvania - The Wharton School   1994 — 1996
MBA, Finance

Southern Methodist University   1985 — 1989
BBA, Accounting and MIS

Jeff Hass Jeff Hass Kansas City, Missouri Area Details
Jeff Hass's American Century Investments Experience November 2004 - November 2006
Job Systems Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  August 2011 - Present
Tekmark Global Solutions  October 2007 - August 2011
Global System Solutions, Inc (GSS)   November 2006 - October 2007
American Century Investments   November 2004 - November 2006
JPMorgan Chase  November 2002 - November 2004

Skills
Certified Scrum Master..., Technical Leadership, Agile Leadership, Agile Methodolgy, System Testing, Development Testing, Quality Assurance, Business Analysis, SDLC, Software Documentation, Software Development, Process Improvement, Financial Services, Requirements Analysis, Requirements Gathering, Visio, Project Management, Retirement, Microsoft Excel, Information Technology, Pensions, SharePoint, 401k, Retirement Plan..., Training Facilitation, OmniStation, Vendor Management, User Acceptance Testing, Agile Methodologies

Education
The University of Kansas   1998 — 2002
Bachelor of Arts (B.A.), Communication, General

Art Neely Art Neely Kansas City, Missouri Area Details
Art Neely's American Century Investments Experience Programmer AnalystYellow Freight SystemsMarch 1990 - July 1993
Job Programmer Analyst at American Century Investments
Industry Investment Management
Experience
American Century Investments   Programmer AnalystYellow Freight SystemsMarch 1990 - July 1993
Honeywell Aerospace  1985 - 1990

Education
Southwestern College   1981 — 1985
BS, Business, Computer Science

Brad Jackson Brad Jackson Greater Chicago Area Details
Brad Jackson's American Century Investments Experience 2006 - 2008
Job Analyst
Industry Investment Management
Experience
Calamos Investments  February 2015 - Present
Driehaus Capital Management  2010 - January 2015
American Century Investments   2006 - 2008
Neuberger Berman  2003 - 2006
American Century Investments   1998 - 2002

Education
The University of Chicago Booth School of Business   2002 — 2004
Master of Business Administration, Analytic Finance and Economics

University of Wisconsin-Madison   1995 — 1998
Bachelor of Business Administration, Finance Investments and Banking

Diane Hughes Diane Hughes Kansas City, Missouri Area Details
Diane Hughes's American Century Investments Experience May 2002 - Present
Job Code of Ethics Compliance Manager at American Century Investments
Industry Investment Management
Experience
American Century Investments   May 2002 - Present
American Century Investments   1998 - 2002
State Street Bank  January 1991 - June 1998

Skills
Internal Audit, Investments, Mutual Funds, Management, Financial Services, Corporate Governance, Risk Management, FINRA, Policy, Portfolio Management, Accounting, Securities, Due Diligence

Education
Tarkio College   1988 — 1991
Bachelor of Arts, Accounting

Southeast Community College   1984 — 1986
Associates Degree, Secreterial with Legal Emphasis

Mick Schell Mick Schell Jacksonville, Florida Area Details
Mick Schell's American Century Investments Experience March 2008 - May 2014
Job Vice President at Cohen and Steers
Industry Financial Services
Experience
Cohen and Steers  May 2014 - Present
American Century Investments   March 2008 - May 2014
Old Mutual Investment Partners  November 2005 - February 2008
Evergreen Investments  October 2003 - November 2005
Fidelity Investments  January 2003 - October 2003
J&W Seligman  August 2001 - January 2003

Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Investments, Alternative Investments, Asset Management, Wealth Management, Securities, 401k, Investment Advisory, Retirement Planning, Equities, Portfolio Management, Separately Managed..., Investment Strategies, Fixed Income, Investment Management, Retirement, Series 6

Education
University of Cincinnati   1987 — 1991
BA, Personnel and Industrial Relations

The University of Findlay   1999 — 2001
MBA, Finance

Jeff Eisenhauer Jeff Eisenhauer Lawrence, Kansas Area Details
Jeff Eisenhauer's American Century Investments Experience May 1993 - March 2003
Job VPTrade Desk at VSR Financial Services
Industry Financial Services
Experience
VSR Financial Services  January 2008 - Present
TIAA-CREF  April 2003 - December 2007
American Century Investments   May 1993 - March 2003

Skills
Series 63, Series 7, Securities, Series 6, Series 24, Investments, Mutual Funds, Retirement Planning, ETFs, FINRA, Trading

Education
University of Kansas   1981 — 1989
BGS

John Paul Cunningham John Paul Cunningham Greater Los Angeles Area Details
John Paul Cunningham's American Century Investments Experience February 2000 - June 2003
Job Chief Information Security Officer, Head of IT Governance and Architecture
Industry Financial Services
Experience
Ares Management  February 2014 - Present
J.P. Morgan Asset Management (J.P. Morgan Chase)   February 2000 - February 2014
American Century Investments   February 2000 - June 2003
US Army  July 1984 - February 2002
University of Nebraska at Omaha  August 1992 - January 2000
ConAgra Foods  July 1991 - January 2000

Skills
Enterprise Architecture, Strategy, CRM, Enterprise Software, ITIL, Project Management, Leadership, Solution Architecture, Management, Software Development, Risk Management, Strategic Planning, Team Building, Quality Assurance, IT Management, Financial Services, IT Strategy, Organizational..., SDLC, Mergers & Acquisitions, Budgets, Security, Vendor Management, Information Technology, Project Portfolio...

Education
University of Nebraska at Omaha   1984 — 1991
B.S.B.A., Management Information Systems

Syracuse University - Martin J. Whitman School of Management
Masters of Business Administration

Lisa Lorelle Lisa Lorelle San Francisco Bay Area Details
Lisa Lorelle's American Century Investments Experience 1991 - 1997
Job Stock Administration
Industry Human Resources
Experience
Atmel  2006 - 2006
Symantec  2004 - 2006
Stock and Option Solutions   2002 - 2002
Exodus Communications  1999 - 2002
Etrade Financial  1997 - 1999
American Century Investments   1991 - 1997

Skills
Leadership, Human Resources, SaaS, Financial Services, Customer Service, Project Management, Mergers & Acquisitions, Employee Benefits, HRIS, Program Management, Management, Salesforce.com, Deferred Compensation, Process Improvement, Benefits Administration, Vendor Management

Education
Adrian C. Wilcox High School

San Jose State University
BA

Santa Clara University - Leavey School of Business
CEP Level 2, Equity Compensation

Todd Pardula Todd Pardula San Francisco Bay Area Details
Todd Pardula's American Century Investments Experience February 1990 - Present
Job VP & Senior Portfolio Manager at American Century Investments
Industry Investment Management
Experience
American Century Investments   February 1990 - Present

Education
Santa Clara University   1980 — 1984
BS, Finance

Bill Reigel Bill Reigel Kansas City, Missouri Area Details
Bill Reigel's American Century Investments Experience 2000 - 2006
Job Project Manager/Infrastructure Lead
Industry Information Technology and Services
Experience
ECCO Select  August 2014 - Present
Genesis10  June 2010 - July 2014
Sprint  2006 - 2009
Midwest Consulting Group  2006 - 2006
American Century Investments   2000 - 2006

Skills
Project Management, Business Analysis, Quality Assurance, Migration Management, Vendor Management, Cross-functional Team..., Process Improvement, Agile Methodologies, Business Process..., Testing, Management, Security, Requirements Gathering, Databases, Switches, Project Planning, VoIP, Program Management, Visio, Integration, PMP

Education
The University of Kansas   1982 — 1987
BS, Computer Science

The George Washington University
Project Management

Laura Speicher Laura Speicher Kansas City, Missouri Area Details
Laura Speicher's American Century Investments Experience January 2008 - October 2008
Job VP, Ad Operations at UberMedia
Industry Wireless
Experience
UberMedia  February 2011 - Present
Handmark  2008 - February 2011
American Century Investments   January 2008 - October 2008
Boveri Realty Group  January 2005 - January 2008

Skills
Mobile Advertising, Mobile Devices, Digital Media, Mobile Marketing, Digital Marketing, Online Advertising, Advertising, Social Media, Management, Product Management, Business Development, Sales, Online Marketing, Digital Strategy, Strategic Partnerships

Education
The University of Kansas   2000 — 2004
BA, Communication Studies

Tim Reynolds, CFA, CAIA Tim Reynolds, CFA, CAIA Austin, Texas Area Details
Tim Reynolds, CFA, CAIA's American Century Investments Experience 1999 - 2005
Job Portfolio Manager
Industry Investment Management
Experience
ERS Texas   April 2012 - Present
USAA  2008 - 2012
American Century Investments   1999 - 2005

Skills
21 years in global..., Fundamental Analysis, Quantitative Investing

Education
Texas A&M University
Bachelor of Business Administration (BBA), Finance

Texas Tech University
Master of Science (MS), Finance

Devon Drew, CIMA® Devon Drew, CIMA® Houston, Texas Area Details
Devon Drew, CIMA®'s American Century Investments Experience April 2015 - Present
Job Vice President, Territory Sales at American Century Investments
Industry Investment Management
Experience
American Century Investments   April 2015 - Present
Fred Alger Management  May 2011 - April 2015
JP Morgan Chase  April 2010 - May 2011
Merrill Lynch  May 2008 - April 2010
Westrok Advisors   May 2007 - May 2008

Skills
Wealth Management, Solution Selling, Series 7, Series 63, Financial Analysis, Banking, Credit, Investments, Equities, Fixed Income

Education
University of Pennsylvania - The Wharton School   2013 — 2013
Certified Investment Management Analyst Program

Southern Connecticut State University   2003 — 2007
Business, Management

Greg Johnsen Greg Johnsen Greater Boston Area Details
Greg Johnsen's American Century Investments Experience 1997 - 2001
Job Director, Institutional Portfolio Manager at Parametric
Industry Investment Management
Experience
Parametric  February 2012 - Present
Wellington Management  April 2001 - December 2011
American Century Investments   1997 - 2001
DiMeo Schneider & Associates  1994 - 1997

Skills
Hedge Funds, Alternative Investments, Investment Management, Investments, Portfolio Management, Equities, Fixed Income, Bloomberg, Investment Strategies

Education
The University of Chicago - Booth School of Business   1989 — 1991
MBA, Finance

University of Minnesota-Twin Cities   1981 — 1985
BS, Economics

Zung Nguyen Zung Nguyen Greater New York City Area Details
Zung Nguyen's American Century Investments Experience October 1998 - January 2002
Job Executive Wealth Advisor at Athena Capital Advisors LLC
Industry Banking
Experience
Athena Capital Advisors LLC   January 2013 - Present
Asset & Wealth Management   October 2010 - January 2013
JP Morgan Private Bank  April 2003 - October 2010
American Century Investments   October 1998 - January 2002
ING Barings  May 1996 - February 1998
JP Morgan & Co.   February 1983 - January 1996
Federal Home Loan Banks   September 1978 - February 1983

Skills
Wealth Management, Investments, Wealth Management..., Asset, Financial Institutions, Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Investment Advisory, Fixed Income, Asset Managment, Asset Management, Emerging Markets, Finance, Equities, Portfolio Management

Education
The George Washington University - School of Business   1979 — 1982
MBA, Finance

Washington College   1973 — 1977
BA, Economics & Psychology

Washington College   1973 — 1977
Nguyen received his BA; his MBA; lectured, economics and psychology; finance

Ron Peeples Ron Peeples Dallas/Fort Worth Area Details
Ron Peeples's American Century Investments Experience November 1986 - June 1996
Job Buyer at SwissAmerican Products, Inc.
Industry Logistics and Supply Chain
Experience
Swiss-American Products, Inc.   June 2012 - Present
Optex Systems, Inc.   October 2007 - September 2010
Flextronics Software Systems  2004 - 2007
Self Employed  April 2001 - August 2004
Convergent Communications  March 1997 - April 2001
American Century Investments   November 1986 - June 1996
Dcomm Interconnect   May 1984 - September 1986
Wulfsberg Electronics   April 1976 - May 1984
King Radio (Allied Signal)   August 1970 - April 1976

Skills
Forecasting, Supply Chain Management, MRP, Materials Management, Lean Manufacturing, Supply Management, Strategic Sourcing, Global Sourcing, Supplier Evaluation, Program Management, Process Improvement, Six Sigma, Continuous Improvement, Manufacturing, Purchasing, Cross-functional Team...

Education
Texas A&M University-Commerce
Accounting and Business/Management

Jackie Quach Jackie Quach Santa Clara, California Details
Jackie Quach's American Century Investments Experience December 1995 - August 2002
Job admin at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente  May 2006 - Present
Kaiser Permanente  May 2006 - Present
American Century Investments   December 1995 - August 2002
American Century Investments   1995 - 2002

Skills
Crystal Reports, Healthcare Management

Education
San Jose State University

Katelyn Leary Katelyn Leary Greater New York City Area Details
Katelyn Leary's American Century Investments Experience Meeting CoordinatorAmerican Century InvestmentsApril 2013 - October 2014
Job Administrative Coordinator at American Century Investments
Industry Executive Office
Experience
American Century Investments   Meeting CoordinatorAmerican Century InvestmentsApril 2013 - October 2014
Circle Peak Capital   January 2013 - April 2013
Private Resident  May 2011 - January 2013
New Plaza Beach Club   2008 - 2009

Education
State University of New York College at Cortland   2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General

Jessica Raymond Jessica Raymond Palo Alto, California Details
Jessica Raymond's American Century Investments Experience June 2015 - Present
Job Investment Management Professional
Industry Investment Management
Experience
American Century Investments   June 2015 - Present
Avenue Capital Group  2004 - 2012
Franklin Templeton Investments  2000 - 2004

Skills
Leveraged Lending, High Yield Bonds, CLO, Mutual Funds, Fundamental Analysis, Financial Analysis, Financial Modeling, Investment Modeling, Valuation, Relative Value, Workout, Capital Markets

Education
Stanford University   1996 — 2000
Bachelor of Science (BS), Materials Science

Benjamin Weigand Benjamin Weigand Kansas City, Missouri Area Details
Benjamin Weigand's American Century Investments Experience August 2015 - Present
Job Desktop Support at American Century Investments
Industry Computer Hardware
Experience
American Century Investments   August 2015 - Present
New Directions Behavioral Health  March 2015 - April 2015
Centura Health  August 2013 - September 2014
Maalt, LP   December 2011 - October 2012
Carondelet Health  April 2011 - May 2011
H&R Block  December 2010 - April 2011

Skills
Windows XP, Technical Support, Servers, Active Directory, Windows Server, Troubleshooting, Windows 7, Microsoft Exchange, Hardware, Network Administration, Networking, System Deployment

Education
Southern Adventist University   2015 — 2019
Bachelor of Science (B.S.), Computer Systems Administration

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