American Funds Service Company
Industry: Company
DescriptionCustomer service: 1 (800) 421-0180 Parent organization: Capital Group Companies Headquarters: Los Angeles, CA CEO: Kevin Clifford (1998–) Founder: Jonathan Bell Lovelace Founded: 1931
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American Funds Service Company Employees
Xerox (ACS) July 2012 - Present
Coalition America, Inc February 2010 - August 2010
Conseco/Long Term Care Group 2007 - 2008
American Funds Service Company 1996 - 2007
Skills
Business Process..., Program Management, Project Management, Business Analysis, Process Improvement, Software Project..., PMP, Outsourcing, Change Management, Vendor Management, SDLC, PMO, Integration, Business Process, Requirements Analysis, Management, Project Delivery, Team Leadership, Cross-functional Team..., Project Portfolio..., MS Project, CRM, Visio, Project Planning
Education
Indiana University School of Law 1994 — 1996
Jackson State University 1990 — 1994
Bachelor's Degree, Political Science/Pre-Law
Ivy Tech Community College August 2009 - Present
American Funds Service Company June 2004 - Present
Indiana Department of Commerce May 2003 - August 2003
Skills
Fundraising, Leadership
Education
Butler University - College of Business Administration 2006 — 2009
Master of Business Administration, Leadership
Purdue University - Krannert School of Management 2000 — 2004
B.S., Economics
Los Angeles County Employees Retirement Association (LACERA) January 1997 - Present
Mt. Sierra College January 2012 - June 2012
Getting Out By Going In 2012 - 2012
Pepperdine University GSEP 2012 - 2012
American Funds Service Company January 1989 - December 1996
Skills
Staff Development, Leadership Development, PowerPoint, Higher Education, Microsoft Excel, Microsoft Word, Training, Team Building, Performance Management, Teaching, Public Speaking, Project Planning, Customer Service, Leadership, Strategic Planning, Coaching, Curiculum Design, Needs Assessment, Gap Analysis, Program Evaluation, Human Performance..., Intructor-Led Training, eLearning, Distance Learning, Educational Leadership, Educational Games, Quality Auditing, Quality Assurance
Education
Pepperdine University 2012 — 2015
Doctor of Education (Ed.D.) Candidate, Organizational Leadership
Azusa Pacific University 2009 — 2011
Master of Arts, Organizational Leadership, 4.0
University of Phoenix 2003 — 2008
Bachelor of Science, Bachelor of Science in Busines with Concentration in Global Management, 3.5
California State University-Northridge 2004 — 2004
Certificate of Advanced Professional Development, Business Management, B+
Santa Fe University of Art and Design August 2015 - Present
Santa Fe University of Art and Design July 2014 - August 2015
Santa Fe University of Art and Design June 2013 - June 2014
Harrison College April 2012 - June 2013
Sanford-Brown College July 2010 - April 2012
American Funds Service Company October 2005 - October 2009
Clarian Health / Riley Children's Hospital June 2004 - October 2005
Skills
Microsoft Office, PeopleSoft, Cerner, Share, Student Financial Aid, Customer Service, Data Entry, CampusVue, Student Loans, Retaining Customers, Higher Education, Student Affairs, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Higher Education..., Management, Adult Education, Teaching, Enrollment Management, Admissions, Staff Development, Campus, Student Counseling, Student Engagement, Outlook, Financial Aid..., Title IV, Employee Training
Education
Indiana University-Purdue University at Indianapolis 2000 — 2004
Bachelor of Science (BS), Psychology, 3.14
Monrovia High School 1995 — 1999
Rackspace, the Open Cloud Company March 2013 - Present
Classic Vacations January 2010 - December 2012
MegaPath September 2008 - December 2009
MegaPath, Inc September 2008 - December 2009
MegaPath, Inc July 2004 - September 2008
MegaPath, Inc January 2006 - January 2008
MegaPath, Inc January 2004 - January 2006
American Funds Service December 1997 - March 2004
American Funds Service Company January 1997 - January 2004
Skills
Sales, Customer Service, Salesforce.com, Account Management, Troubleshooting, Management
Education
San Antonio College 2001 — 2002
No, Selected Course Work
San Antonio Community College
Voya Financial January 2015 - Present
Voya Financial November 2013 - January 2015
ING US May 2007 - November 2013
American Funds Service Company May 2006 - May 2007
American Funds Distributors, Inc. August 2003 - May 2006
OneAmerica July 2002 - July 2003
ING Financial Advisers, LLC December 2001 - May 2002
ING US October 2000 - October 2001
Skills
Retirement Planning, Series 63, Series 7, Life & Health Insurance...
Education
Indiana Wesleyan University 2009 — 2011
MBA, Human Resources
Brigham Young University 1985 — 1992
B.S., Business Management/Finance
Professional Designation
QKA
Professional Designation
QPFC
Professional Designation
CEBS
QBI, LLC. June 2015 - Present
Campbells Administration, Inc. June 2010 - June 2015
BENETECH, INC November 2009 - April 2010
TruSource, a division of UBOC April 2006 - November 2008
American Funds November 2002 - March 2006
American Funds February 2000 - November 2002
American Funds Service Company November 1998 - February 2000
American Funds Service Company May 1984 - November 1998
Skills
Customer Service, 401k, Retirement, Employee Benefits, Compliance, Pensions, Call Center, Problem Solving, Word, Excel, Mentoring, Customer Relations, Administration, Benefits Administration, Microsoft Office, Lotus Notes, Mutual Funds, Microsoft Excel, Microsoft Word, Call Centers, System Administration, Access, Leadership, Qualified Retirement..., Insurance, Visio, ERISA, Investments, Management, Retirement Planning
Education
Brea Olinda High School 1975 — 1979
Fullerton College
General Education
Mt. San Antonio College
Business
CherryRoad Technologies July 2014 - Present
St. Joseph Health System April 2011 - July 2014
CherryRoad Technologies February 2001 - April 2011
Acuent October 1999 - February 2001
Acuent December 1998 - October 1999
DataStudy November 1996 - December 1998
American Funds Service Company November 1990 - November 1996
Home Savings of America August 1984 - November 1990
Skills
Business Intelligence, HRIS, Virtualization, Financial Management, Hardware Architecture, Identity Management, Disaster Recovery, Managerial Finance, ERP, PeopleSoft, Business Process, Networking, Business Analysis, Requirements Analysis, Integration, Business Process..., SDLC, ITIL, Enterprise Software, CRM, Data Center, Cloud Computing, Databases, Information Technology, Software Development, Strategy, Management, SOA, Consulting, System Administration, Leadership, IT Management, Enterprise Architecture, Resource Management, Vendor Management, Data Warehousing, SharePoint, PMP, Requirements Gathering, IT Strategy, Security, Change Management, Analysis
Education
Chapman University 1993 — 1996
MBA, International Business emphasis
California State Polytechnic University-Pomona 1983 — 1989
BS, Computer Information Systems
Sodexo August 2011 - Present
Mercy/St. John's Mercy Medical Center March 2004 - March 2011
American Funds Service Company September 1998 - March 2004
American Funds Service Company September 1989 - June 1998
Skills
College Recruiting, Applicant Tracking..., Job Fairs, Talent Acquisition, Nurse Recruitment, Recruiting, Onboarding, Human Resources, Hiring, Interviews, Leadership, Training, HR Policies, New Hire Orientations, Management, Time Management, Employee Relations, Internet Recruiting, Deferred Compensation, Workforce Planning, Benefits Administration, Talent Management, Technical Recruiting, HRIS, Employee Engagement, Sourcing, Resume Writing
Education
University of Missouri St. Louis
Business Administration
Missouri Valley College
Business Administration and Management, General
CDI Energy Products November 2012 - Present
United Plastics Group January 2012 - November 2012
Fenner Advanced Sealing Technoligies March 2000 - January 2012
Kingwood College November 1998 - March 2000
Trinity Valley Community College July 1994 - July 1998
Joe E. Hicks, INc. March 1993 - July 1994
American Funds Service Company November 1991 - March 1993
7-Eleven Inc. November 1984 - January 1991
Skills
Employee Relations, Employee Benefits, Deferred Compensation, Human Resources, Recruiting, Payroll, Training, Talent Acquisition, HRIS, New Hire Orientations, FMLA, Talent Management, Succession Planning, Performance Management, Labor Relations, Sourcing, Employee Engagement, Organizational..., Process Improvement, Continuous Improvement, College Recruiting
Education
Kingwood College
Stephen F. Austin State University
Capital Group Companies, Inc. December 2004 - November 2008
The Capital Group Companies 1990 - 2008
American Funds Service Company June 1999 - December 2004
Capital Group August 1996 - May 1999
Capital Group June 1994 - August 1996
Capital Group July 1990 - June 1994
Skills
Active Directory, Disaster Recovery, Troubleshooting, SharePoint, Help Desk Support, Networking, Hardware, Technical Support, XP, VMware, Windows XP, Leadership, System Administration, Servers, Microsoft Excel, Computer Hardware, Windows, Operating Systems, Lotus Notes, HP, Teamwork, Analytical Skills, Software Installation, Blackberry Enterprise..., Time Management, Citrix, VPN, Microsoft Exchange
Education
Orange Coast College 1990 — 2001
Business, Administration
Stanbridge College
Information Technology
Value Trend Solutions July 2015 - Present
American Funds Service Company September 2006 - June 2015
The Capital Group Companies September 2006 - July 2011
The Vangaurd Group 2004 - August 2006
The Vanguard Group April 1996 - 2004
Skills
Series 63, Series 7, Investments, Mutual Funds, Process Improvement, Financial Modeling, Relationship Management, Financial Analysis, Strategic Financial..., Vendor Management, Financial Services, Business Process..., Business Strategy, IRAs, Strategic Planning, Data Analysis, Coaching
Education
University of Phoenix 1999 — 2001
MBA, Finance
University of Northern Colorado 1991 — 1995
Bachelor of Science (BS), Kinesiology and Exercise Science
Bechtel Civil Infrastructure March 2015 - Present
Bechtel Power Corporation November 2014 - February 2015
Bechtel Power Corporation March 2012 - December 2014
Bechtel Power Corporation April 2009 - March 2012
Bechtel Power Corporation June 2008 - April 2009
American Funds Service Company April 2006 - February 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Research, Outlook, Construction, Budget, Social Media, PowerPoint, Forecasting, Business Overhead..., Cost Variance Analysis, Trend Analysis, Risk Assessment, Budgets, Management, Project Control, Earned Value Management, Analysis, Power Generation, Power Plants, Energy, EPC, Nuclear, WBS, Contract Management, Process Scheduler, Cost Engineering, Progress Monitoring, Cost Management, Cost Control
Education
Stephen F. Austin State University 2001 — 2005
Bachelor of Business Administration, International Business
Schulenburg HS 1997 — 2001
American Funds Service Company July 2004 - Present
American Funds October 1998 - July 2004
Skills
Financial Regulation, Mutual Funds, Operational Risk, Fund Administration, Customer Service, FINRA, Financial Risk, Securities, Financial Analysis, Auditing, Business Analysis, Financial Services, Process Improvement, Risk Management, Asset Management, Relationship Management, Vendor Management, Investments
Education
Citrus College
San Dimas High School
Redefy Real Estate April 2015 - Present
The Boutique Real Estate October 2010 - April 2013
Ultima Real Estate February 2007 - November 2010
Dwell Fine Properties October 2006 - October 2007
DA Consulting 1996 - 1999
Capital Group 1991 - 1996
American Funds Service Company 1991 - 1996
Skills
Contract Negotiation, Real Estate Transactions, Corporate Relocation, Relocation Advice, Listing Homes, Buyer Representation, First Time Home Buyers, Relocation, Residential Homes, Investment Properties, Real Estate, Sellers, Condos, New Home Sales, Property, Foreclosures, Short Sales, Single Family Homes, Selling, Property Management, Referrals, ABR, Investors, Listings, REO, Buyers, Seller Representation, Townhomes, SFR, Real Property, Relocation Buyers, Move Up Buyers, HUD, New Homes, Sales
Education
The University of Texas at San Antonio
Psychology
American Funds Service Company November 2010 - August 2014
Red Eye Graphics 1997 - November 2010
Baker Brand Communications May 1995 - September 1997
(in the) Los Angeles Area November 1993 - May 1995
(in) New York City July 1992 - September 1993
Jewell Jackson McCabe Associates November 1990 - June 1992
Martin Saint-Martin, Ltd. December 1988 - September 1990
Education
The University of Kansas
Aurora Bank FSB April 2008 - July 2012
KCA FINANCIAL April 2008 - July 2008
KCA Financial Services December 2007 - April 2008
Charter One Bank June 2006 - December 2007
Ace America’s Cash Express May 2005 - June 2006
American Funds Service Company December 2003 - February 2005
Premier Mortgage Funding January 2003 - December 2003
Skills
Customer Service, Sales, Microsoft Excel, Marketing, Cold Calling, Microsoft Word, Collections, Loss Prevention, Home Retention, Mortgage Servicing
Education
Cheonggang Academy
Telecommunications
PharmaNet/i3 January 2011 - Present
inVentiv Clinical Solutions January 2011 - September 2011
Sallie Mae October 2003 - June 2010
American Funds Service Company January 1999 - January 2003
Skills
Strategic Planning, Customer Service, Cross-functional Team..., Project Management, Marketing
Education
Indiana Wesleyan University 2000 — 2002
Master of Business Administration (MBA), Business/Commerce, General
Indiana University 1993 — 1997
Bachelor of Arts Degree, History and Political Science
Triton HS
Capital Group 2014 - Present
American Funds Service Company 2011 - 2014
American Funds Distributors 2003 - 2011
WFS Financial 2002 - 2003
UltraLink LLC 2001 - 2002
Hoag Hospital 1994 - 2001
Le Meridien Newport Beach 1993 - 1994
Skills
Marketing, Mutual Funds, Corporate Communications, 529 Plans, Customer Service, Series 6, Series 63, IRAs, Investments, 401k, Qualified Retirement..., Financial Services, 401k Rollovers, Simple IRA, SEP IRA, Public Speaking, Process Improvement, Copywriting, Salesforce.com, Social Media, Time Management, Asset Allocation, Microsoft Office, Finance, Employee Training, Peer Mentoring, PowerPoint, SharePoint
Education
University of California, Irvine
B.A., Psychology Spanish minor
Orange Coast College
Certificate, Marketing Sales Advertising
Université Panthéon Sorbonne (Paris I)
Certificate, French
TrendSource, Inc. January 2013 - Present
TrendSource, Inc. January 2009 - December 2012
TrendSource, Inc. March 2004 - December 2008
TrendSource, Inc. May 2003 - February 2004
American Funds Service Company October 1998 - October 2002
Skills
Account Management, Program Management, Leadership, CRM, Management, Marketing Research, New Business Development, Project Management, Training, Business Strategy, Sales, Customer Satisfaction, Market Research
Education
University of San Diego 2012 — 2014
Master of Science (M.S.) in Executive Leadership, Organizational Leadership
University of California, Santa Cruz
BA, History
Morgan Stanley Fund Services April 2008 - Present
American Funds Service Company November 2003 - November 2007
Education
Southern Connecticut State University 1999 — 2000
Political Science
Central Connecticut State University 1995 — 1999
BA, Political Science
IT Managed Svcs/structured cabling May 2012 - Present
Del Mar Industries, Inc. January 2001 - April 2012
Mercury Air Group May 1998 - December 2000
ARCO - Atlantic Richfield Company May 1993 - April 1998
American Funds Service Company January 1987 - June 1992
Skills
Employee Relations, Payroll, Arbitration, Mergers, Benefit Administration, Compensation, Legal Compliance, Labor Relations, SPHR, HR Strategy, Benefits Administration, Succession Planning, Benefits, Talent Acquisition, Employment Law, HR Policies, Onboarding, Performance Management, Workers Compensation, Performance Appraisal, Orientation, Employee Benefits, Conflict Resolution, FLSA, EEOC, Leadership Development, Affirmative Action, Employee Handbooks, Executive Compensation, Downsizing, OFCCP, Coaching, Deferred Compensation, Personnel Management, New Hire Orientations, FMLA, Human Resources, Applicant Tracking...
Education
Pepperdine University 1993 — 1996
Master of Business Administration (MBA), Finance, General
California State University-Long Beach - College of Business Administration 1981 — 1986
BS, business administration
S.P.H.R. 1998 — 2012
SPHR, Senior Professional in Human Resources
S.P.H.R. - CA
SPHR-CA: Senior Professional in Human Resources - Calif.
Los Angeles County District Attorney's Office January 2013 - Present
Office of the County Counsel June 2012 - January 2013
Los Angeles City Attorney's Office April 2011 - June 2012
Los Angeles District Attorney's Office May 2009 - April 2010
Los Angeles County District Attorney's Office May 2008 - August 2008
American Funds Service Company October 2005 - August 2007
Camden City Public Schools-Teach for America June 2004 - September 2005
Skills
Legal Research, Legal Writing, Litigation, Civil Litigation, Courts, Criminal Law, Westlaw, Mediation, Commercial Litigation, Legal Assistance, Hearings, Class Actions, Non-profits, Contract Negotiation, Estate Planning
Education
University of Southern California Law School 2007 — 2010
Juris Doctor
Seattle University 2000 — 2004
Bachelor of Arts, History with Departmental Honors, English
BNY Mellon April 2010 - Present
Prudent Consulting Group, LLC 2010 - 2010
CENTRO Business Source November 2008 - November 2009
American Funds Service Company November 1991 - October 2008
Skills
Data Migration, Management, Training, Business Analysis
Education
University of Phoenix 2010 — 2010
Master of Management, Management
University of North Texas 1986 — 1991
Bachelor of Business Administration, Business
American Funds Service Company January 1997 - Present
Scobey Moving Services May 1991 - November 1996
Skills
Mutual Funds, Asset Management, Tax Reporting, Equities, IRAs, Account Reconciliation, Human Resources, Cost Basis Reporting, Financial Analysis, Accounting, Finance
Education
Trinity University 1986 — 1990
BA, Economics
GoDaddy.com September 2011 - Present
IPRO Tech March 2011 - September 2011
Incential Software, Inc. September 2010 - April 2011
American Funds Service Company July 2009 - September 2010
American Funds Service Company May 2006 - July 2009
American Funds Service Company July 2003 - May 2006
Skills
Test Automation, Test Cases, Regression Testing, Quality Center, Test Planning
Education
Arizona State University 2013 — 2015
Master of Science (M.S.), Computer Software Engineering
Rio Salado 2008 — 2010
CCL, Programming
Oakland University 1996 — 2000
SouthPeak Interactive May 2008 - Present
SouthPeak Interactive Corporation May 2008 - Present
American Funds Service Company June 2006 - January 2007
Virginia Department of Agriculture and Consumer Services August 2002 - August 2003
Education
Strome College of Business 2003 — 2007
BSBA, Accounting