SunAmerica Mutual Funds
Industry: Company
DescriptionHeadquarters: Jersey City, NJ Founded: 1982 People also search for: SunAmerica Focused Alpha Growth Fund Inc, VALIC, AIG Life Holdings (US) Inc Parent organizations: American International Group, American General Life Insurance Co. Subsidiaries: SUNAMERICA CAPITAL SERVICES INC, SunAmerica Fund Services, Inc.
SunAmerica Mutual Funds List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SunAmerica Mutual Funds. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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26 SunAmerica Mutual Funds employees in database. Find out everything there's to know about SunAmerica Mutual Funds employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
SunAmerica Mutual Funds Employees
Employee
Years
Job
Industry
David Finol David Finol's SunAmerica Mutual Funds Experience August 2011 - August 2011
Job IT Developer/Engineer at HewlettPackard
Industry Computer Software
Experience
Hewlett-Packard August 2014 - Present
Hewlett-Packard June 2012 - November 2013
SunAmerica Mutual Funds August 2011 - August 2011
Skills
C++, HTML, Windows, Java, Unity3D, C#, Game Development, Software Development, Python
Education
The University of Texas at Austin 2010 — 2014
Bachelor's Degree, Computer Science
James E. Taylor High School 2006 — 2010
Hewlett-Packard August 2014 - Present
Hewlett-Packard June 2012 - November 2013
SunAmerica Mutual Funds August 2011 - August 2011
Skills
C++, HTML, Windows, Java, Unity3D, C#, Game Development, Software Development, Python
Education
The University of Texas at Austin 2010 — 2014
Bachelor's Degree, Computer Science
James E. Taylor High School 2006 — 2010
J.B. Walker, CPA, CIMA® J.B. Walker, CPA, CIMA®'s SunAmerica Mutual Funds Experience January 1999 - November 2004
Job Vice President Senior Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2004 - Present
SunAmerica Mutual Funds January 1999 - November 2004
Skills
Strategy, Mutual Funds, Investments, Equities, Portfolio Management, Business Analysis, Asset Management, Fixed Income, Financial Services, Wealth Management, SDLC, Financial Modeling, Financial Analysis, Banking, Risk Management, Capital Markets, Derivatives, Valuation, Series 7, Requirements Analysis
Education
California State University-Chico
B.S. -- Accounting
Franklin Templeton Investments December 2004 - Present
SunAmerica Mutual Funds January 1999 - November 2004
Skills
Strategy, Mutual Funds, Investments, Equities, Portfolio Management, Business Analysis, Asset Management, Fixed Income, Financial Services, Wealth Management, SDLC, Financial Modeling, Financial Analysis, Banking, Risk Management, Capital Markets, Derivatives, Valuation, Series 7, Requirements Analysis
Education
California State University-Chico
B.S. -- Accounting
John Fink John Fink's SunAmerica Mutual Funds Experience May 2006 - June 2009
Job Graphic Communications Designer/Presentation Specialist at ESI Design / Freelance Multimedia & Presentation Designer
Industry Design
Experience
ESI Design June 2014 - Present
John Fink Ink June 2009 - Present
Saatchi & Saatchi Wellness 2013 - 2013
New York University January 2011 - January 2012
Jones Lang LaSalle 2012 - 2012
Ernst & Young February 2011 - July 2011
Ogilvy 2011 - 2011
SunAmerica Mutual Funds May 2006 - June 2009
Deloitte June 2004 - May 2006
Bear Stearns August 1999 - June 2004
Skills
Adobe Creative Suite, Graphic Design, Creative Direction, InDesign, Social Media Marketing, Microsoft Office, Illustrator, Presentation Development, Brochures, Keynote, Logo Design, Blogging, Facebook, Management, Presentation Coaching, Advertising, Mac, Layout, Email Marketing, Branding & Identity, Presentation Design, Newsletters, Dreamweaver, User Experience, Prezi, Constant Contact, SharePoint, Art, Illustration, Photoshop, Typography, Magazines, QuarkXPress, Web Design, Microsoft Office Suite, Pages, Numbers, Benchmark Email, Style Sheets, Pitch Books, SEO, Graphics, Multimedia, Posters, Corporate Branding, Adobe Acrobat, Art Direction, Branding, Image research, InCopy
Education
New York University 2006 — 2014
MA, Graphic Communication Management and Technology
NYU SCPS 1996 — 1997
Certificate, Multimedia Technology
Hofstra University 1988 — 1991
BS, Music Merchandising
ESI Design June 2014 - Present
John Fink Ink June 2009 - Present
Saatchi & Saatchi Wellness 2013 - 2013
New York University January 2011 - January 2012
Jones Lang LaSalle 2012 - 2012
Ernst & Young February 2011 - July 2011
Ogilvy 2011 - 2011
SunAmerica Mutual Funds May 2006 - June 2009
Deloitte June 2004 - May 2006
Bear Stearns August 1999 - June 2004
Skills
Adobe Creative Suite, Graphic Design, Creative Direction, InDesign, Social Media Marketing, Microsoft Office, Illustrator, Presentation Development, Brochures, Keynote, Logo Design, Blogging, Facebook, Management, Presentation Coaching, Advertising, Mac, Layout, Email Marketing, Branding & Identity, Presentation Design, Newsletters, Dreamweaver, User Experience, Prezi, Constant Contact, SharePoint, Art, Illustration, Photoshop, Typography, Magazines, QuarkXPress, Web Design, Microsoft Office Suite, Pages, Numbers, Benchmark Email, Style Sheets, Pitch Books, SEO, Graphics, Multimedia, Posters, Corporate Branding, Adobe Acrobat, Art Direction, Branding, Image research, InCopy
Education
New York University 2006 — 2014
MA, Graphic Communication Management and Technology
NYU SCPS 1996 — 1997
Certificate, Multimedia Technology
Hofstra University 1988 — 1991
BS, Music Merchandising
Jim Sandidge Jim Sandidge's SunAmerica Mutual Funds Experience April 2006 - January 2009
Job Principal The Sandidge Group
Industry Financial Services
Experience
PNC October 2011 - April 2015
The Sandidge Group January 2009 - October 2011
Sunamerica Mutual Funds April 2006 - January 2009
Safeco January 2003 - January 2006
INVESCO March 1999 - May 2002
AIM March 1997 - March 1999
GT Global Mutual Funds 1992 - 1997
Skills
Retirement Planning, Mutual Funds, Investment Management, Wealth Management, Sales Management, Alternative Investments, Series 7, Strategic Financial..., Financial Advisory, Hedge Funds, Relationship Management, Series 63, Fixed Annuities, Retirement, Financial Services, Securities, Investment Strategies, Investment Advisory, 401k, Asset Allocation
Education
University of Denver - Daniels College of Business 1981 — 1985
MBA, Business
University of Denver - Sturm College of Law 1981 — 1985
JD, Law
Western Kentucky University
BA, Honors in History
PNC October 2011 - April 2015
The Sandidge Group January 2009 - October 2011
Sunamerica Mutual Funds April 2006 - January 2009
Safeco January 2003 - January 2006
INVESCO March 1999 - May 2002
AIM March 1997 - March 1999
GT Global Mutual Funds 1992 - 1997
Skills
Retirement Planning, Mutual Funds, Investment Management, Wealth Management, Sales Management, Alternative Investments, Series 7, Strategic Financial..., Financial Advisory, Hedge Funds, Relationship Management, Series 63, Fixed Annuities, Retirement, Financial Services, Securities, Investment Strategies, Investment Advisory, 401k, Asset Allocation
Education
University of Denver - Daniels College of Business 1981 — 1985
MBA, Business
University of Denver - Sturm College of Law 1981 — 1985
JD, Law
Western Kentucky University
BA, Honors in History
Grace Yoon Grace Yoon's SunAmerica Mutual Funds Experience September 1998 - June 1999
Job
Industry
Experience
International Fund Services (NA) LLC, A State Street Company 2004 - Present
Alliance Capital August 2002 - June 2004
Merrill Lynch June 1999 - July 2002
SunAmerica Mutual Funds September 1998 - June 1999
Skills
Finance
Education
Rutgers University-New Brunswick
Bachelor's Degree
International Fund Services (NA) LLC, A State Street Company 2004 - Present
Alliance Capital August 2002 - June 2004
Merrill Lynch June 1999 - July 2002
SunAmerica Mutual Funds September 1998 - June 1999
Skills
Finance
Education
Rutgers University-New Brunswick
Bachelor's Degree
Brian John Maloney Brian John Maloney's SunAmerica Mutual Funds Experience October 2006 - August 2011
Job Good Eggs NYC
Industry Internet
Experience
Good Eggs March 2013 - Present
Transworld Media January 2013 - December 2013
Juncture: A Writerly Newspaper August 2009 - December 2012
Tasting Table February 2012 - September 2012
SunAmerica Mutual Funds October 2006 - August 2011
Skills
Copywriting, Copy Editing, Customer Service, Literature, Social Media, Event Planning, Writing, Editorial, Rock & Roll, Skateboarding
Education
University of Vermont 2002 — 2006
BA, English, Philosophy
Macquarie University 2005 — 2005
Good Eggs March 2013 - Present
Transworld Media January 2013 - December 2013
Juncture: A Writerly Newspaper August 2009 - December 2012
Tasting Table February 2012 - September 2012
SunAmerica Mutual Funds October 2006 - August 2011
Skills
Copywriting, Copy Editing, Customer Service, Literature, Social Media, Event Planning, Writing, Editorial, Rock & Roll, Skateboarding
Education
University of Vermont 2002 — 2006
BA, English, Philosophy
Macquarie University 2005 — 2005
Peter Hereaux Peter Hereaux's SunAmerica Mutual Funds Experience January 2004 - June 2004
Job IT Support Tech/Information Systems Security Officer
Industry Defense & Space
Experience
L-3 Communications December 2005 - Present
DMB Associates June 2004 - June 2005
SunAmerica Mutual Funds January 2004 - June 2004
Vanguard Health Systems/Abrazo Health Care March 2003 - January 2004
Skills
Security+, Troubleshooting, Active Directory, Computer Hardware, Software Documentation, DoD, Security Clearance, IT Management, Systems Engineering, SQL, Military, Electronics, Process Improvement, Six Sigma, Testing, Aerospace, Program Management, Quality Assurance, Information Assurance, Cross-functional Team..., Network Security, Security, Information Security, Configuration Management, Integration, Computer Security, CompTIA, Network Administration, Software Installation, VPN, Laptops, Training, Windows 7, Government Contracting
Education
University of Phoenix 1998 — 2001
Master’s Degree, Computer Information Systems, 3.4
Colorado Technical University 1989 — 1991
Bachelor of Science Degree, Computer Systems Management
L-3 Communications December 2005 - Present
DMB Associates June 2004 - June 2005
SunAmerica Mutual Funds January 2004 - June 2004
Vanguard Health Systems/Abrazo Health Care March 2003 - January 2004
Skills
Security+, Troubleshooting, Active Directory, Computer Hardware, Software Documentation, DoD, Security Clearance, IT Management, Systems Engineering, SQL, Military, Electronics, Process Improvement, Six Sigma, Testing, Aerospace, Program Management, Quality Assurance, Information Assurance, Cross-functional Team..., Network Security, Security, Information Security, Configuration Management, Integration, Computer Security, CompTIA, Network Administration, Software Installation, VPN, Laptops, Training, Windows 7, Government Contracting
Education
University of Phoenix 1998 — 2001
Master’s Degree, Computer Information Systems, 3.4
Colorado Technical University 1989 — 1991
Bachelor of Science Degree, Computer Systems Management
Sam Pesetsky, CIMA Sam Pesetsky, CIMA's SunAmerica Mutual Funds Experience May 2013 - May 2014
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica May 2014 - Present
SunAmerica Mutual Funds May 2013 - May 2014
J.P. Morgan April 2006 - May 2013
J.P. Morgan July 2004 - April 2006
J.P. Morgan January 2003 - July 2004
J.P. Morgan November 2000 - January 2003
American Express October 1999 - August 2000
Skills
CIMA, Public Speaking, Capital Markets, Economics, Mutual Funds, Asset Allocation, Series 7, Alternative Investments, Wealth Management, Variable Annuities, Equities, Series 63, Consultative Sales..., Insurance, ETFs, Retirement Planning, Investment Strategies, Asset Management, Investment Management, Retirement, Bonds, Fixed Income, Bloomberg, CRM, 401k, Loans
Education
Franklin University
MBA, Financial Management
West Virginia State College
Bachelors of Science, Applied Mathematics
Transamerica May 2014 - Present
SunAmerica Mutual Funds May 2013 - May 2014
J.P. Morgan April 2006 - May 2013
J.P. Morgan July 2004 - April 2006
J.P. Morgan January 2003 - July 2004
J.P. Morgan November 2000 - January 2003
American Express October 1999 - August 2000
Skills
CIMA, Public Speaking, Capital Markets, Economics, Mutual Funds, Asset Allocation, Series 7, Alternative Investments, Wealth Management, Variable Annuities, Equities, Series 63, Consultative Sales..., Insurance, ETFs, Retirement Planning, Investment Strategies, Asset Management, Investment Management, Retirement, Bonds, Fixed Income, Bloomberg, CRM, 401k, Loans
Education
Franklin University
MBA, Financial Management
West Virginia State College
Bachelors of Science, Applied Mathematics
Emnet Faith Andu's SunAmerica Mutual Funds Experience January 2014 - Present
Job SunAmerica/AIG Capital Services
Industry Financial Services
Experience
SunAmerica Mutual Funds January 2014 - Present
Merrill Lynch 2011 - January 2014
Dantanna's 2009 - 2011
American General Finance 2006 - 2008
Skills
Wealth Management..., Financial Services, Series 7, Alternative Investments, Fixed Income, Mutual Funds
Education
Clemson University 2002 — 2006
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
SunAmerica Mutual Funds January 2014 - Present
Merrill Lynch 2011 - January 2014
Dantanna's 2009 - 2011
American General Finance 2006 - 2008
Skills
Wealth Management..., Financial Services, Series 7, Alternative Investments, Fixed Income, Mutual Funds
Education
Clemson University 2002 — 2006
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Andrew Dans Andrew Dans's SunAmerica Mutual Funds Experience February 2015 - Present
Job Internal Wholesaler SunAmerica Mutual Funds
Industry Public Relations and Communications
Experience
SunAmerica Mutual Funds February 2015 - Present
SunAmerica Financial Group February 2013 - February 2015
Rogue Wave Creative Group Inc. October 2012 - February 2013
Caliber Marketing Group,Inc. May 2012 - October 2012
WTBQ Radio June 2011 - July 2011
Skills
Press Releases, Facebook, Advertising, SEO, Direct Marketing, Social Media, Social Media Marketing, Public Relations, Pinterest, Social Networking, Event Planning, Marketing Communications, Press Kits, Media Relations, Tumblr, Microsoft Office, Multi Tasking, Fast-paced
Education
Quinnipiac University 2008 — 2012
Bachelor's degree, Public Relations, Advertising, and Applied Communication
SunAmerica Mutual Funds February 2015 - Present
SunAmerica Financial Group February 2013 - February 2015
Rogue Wave Creative Group Inc. October 2012 - February 2013
Caliber Marketing Group,Inc. May 2012 - October 2012
WTBQ Radio June 2011 - July 2011
Skills
Press Releases, Facebook, Advertising, SEO, Direct Marketing, Social Media, Social Media Marketing, Public Relations, Pinterest, Social Networking, Event Planning, Marketing Communications, Press Kits, Media Relations, Tumblr, Microsoft Office, Multi Tasking, Fast-paced
Education
Quinnipiac University 2008 — 2012
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Tina Wooten Tina Wooten's SunAmerica Mutual Funds Experience November 2004 - March 2006
Job Senior Compliance Manager at Invesco
Industry Financial Services
Experience
Invesco March 2006 - Present
SunAmerica Mutual Funds November 2004 - March 2006
VALIC October 1998 - November 2004
Skills
Leadership, Securities Regulation, Investment Advisory, Due Diligence, Management, Series 6, Compliance, 1940 Act, Charles River IMS, Project Management, Regulatory filings, Customer Service, People Development, Organization &..., Financial Services, Mutual Funds, Risk Management, Securities
Education
University of Phoenix 2002 — 2004
Master Degree, Business Administration
Texas A&M University
Bachelor of Science Degree, Sociology
Invesco March 2006 - Present
SunAmerica Mutual Funds November 2004 - March 2006
VALIC October 1998 - November 2004
Skills
Leadership, Securities Regulation, Investment Advisory, Due Diligence, Management, Series 6, Compliance, 1940 Act, Charles River IMS, Project Management, Regulatory filings, Customer Service, People Development, Organization &..., Financial Services, Mutual Funds, Risk Management, Securities
Education
University of Phoenix 2002 — 2004
Master Degree, Business Administration
Texas A&M University
Bachelor of Science Degree, Sociology
Mike Wall Mike Wall's SunAmerica Mutual Funds Experience January 2008 - February 2010
Job Enterprise Solutions Business Development at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP July 2015 - Present
Markit March 2010 - Present
SunAmerica Mutual Funds January 2008 - February 2010
SunAmerica Mutual Funds October 2005 - December 2007
Morgan Stanley Wealth Management December 2003 - October 2005
Morgan Stanley Wealth Management December 2000 - December 2003
Skills
Consultative Selling, New Business Development, Customer Relations, Mentoring, Strategy, Business Development, Account Management, Management, Sales Operations, Business Planning, Marketing Strategy, Training, Entrepreneurship, Sales, Marketing, Product Development, Financial Services, Investments, Sales Presentations, Relationship Management, Customer Service, Salesforce.com, Risk Management, Selling, Strategic Partnerships, Strategic Planning, Business Analysis, Sales Management, Team Leadership, CRM, Coaching, Lead Generation, Direct Sales, Finance, Executive Management, Leadership, Product Management, Team Management, Banking, Asset Management, Mutual Funds, Financial Markets, Business Strategy
Education
Seton Hall University 2007 — 2012
Masters Business Administration, Finance, 3.636
Saint Anselm College 1996 — 2000
Bachelor of Arts, Business
Mendham High School 1992 — 1996
Bloomberg LP July 2015 - Present
Markit March 2010 - Present
SunAmerica Mutual Funds January 2008 - February 2010
SunAmerica Mutual Funds October 2005 - December 2007
Morgan Stanley Wealth Management December 2003 - October 2005
Morgan Stanley Wealth Management December 2000 - December 2003
Skills
Consultative Selling, New Business Development, Customer Relations, Mentoring, Strategy, Business Development, Account Management, Management, Sales Operations, Business Planning, Marketing Strategy, Training, Entrepreneurship, Sales, Marketing, Product Development, Financial Services, Investments, Sales Presentations, Relationship Management, Customer Service, Salesforce.com, Risk Management, Selling, Strategic Partnerships, Strategic Planning, Business Analysis, Sales Management, Team Leadership, CRM, Coaching, Lead Generation, Direct Sales, Finance, Executive Management, Leadership, Product Management, Team Management, Banking, Asset Management, Mutual Funds, Financial Markets, Business Strategy
Education
Seton Hall University 2007 — 2012
Masters Business Administration, Finance, 3.636
Saint Anselm College 1996 — 2000
Bachelor of Arts, Business
Mendham High School 1992 — 1996
Joshua Kurtz's SunAmerica Mutual Funds Experience January 2004 - September 2014
Job Chief Distribution Officer, Partner ResQ Investment Partners
Industry Financial Services
Experience
ResQ Investment Partners September 2014 - Present
SunAmerica Mutual Funds January 2004 - September 2014
Flexirent Capital January 2003 - November 2003
SunAmerica Mutual Funds September 2001 - January 2003
Morgan Stanley Wealth Management August 2000 - September 2001
Skills
Series 7, Separately Managed..., Wealth Management, Retirement Planning, Asset Allocation, 401k, Securities, Retirement, FINRA, Series 65, Investments, Asset Managment, Uniform Combined State..., Investment Advisory, Portfolio Management, Equities, Fixed Income, Asset Management, Series 63, Mutual Funds, Alternative Investments, Financial Services, Finance, Turnaround Specialist, Cross-functional Team...
Education
Dickinson College 1996 — 2000
Bachelor's degree, Political Science/Minor in Economics
ResQ Investment Partners September 2014 - Present
SunAmerica Mutual Funds January 2004 - September 2014
Flexirent Capital January 2003 - November 2003
SunAmerica Mutual Funds September 2001 - January 2003
Morgan Stanley Wealth Management August 2000 - September 2001
Skills
Series 7, Separately Managed..., Wealth Management, Retirement Planning, Asset Allocation, 401k, Securities, Retirement, FINRA, Series 65, Investments, Asset Managment, Uniform Combined State..., Investment Advisory, Portfolio Management, Equities, Fixed Income, Asset Management, Series 63, Mutual Funds, Alternative Investments, Financial Services, Finance, Turnaround Specialist, Cross-functional Team...
Education
Dickinson College 1996 — 2000
Bachelor's degree, Political Science/Minor in Economics
Linda (Ngwenya) Haye's SunAmerica Mutual Funds Experience August 2014 - Present
Job Mutual Fund Specialist
Industry Financial Services
Experience
SunAmerica Mutual Funds August 2014 - Present
SunAmerica Mutual Funds September 1999 - Present
Skills
Mutual Funds, Series 7, Financial Services
Education
Fordham University 1997 — 1998
MA, International Political Economy and Development
Northwestern University 1993 — 1997
BA, Mathematics
Bedgebury School 1987 — 1992
SunAmerica Mutual Funds August 2014 - Present
SunAmerica Mutual Funds September 1999 - Present
Skills
Mutual Funds, Series 7, Financial Services
Education
Fordham University 1997 — 1998
MA, International Political Economy and Development
Northwestern University 1993 — 1997
BA, Mathematics
Bedgebury School 1987 — 1992
Kevin Erdman's SunAmerica Mutual Funds Experience July 2004 - November 2006
Job Business Intelligence Manager at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management February 2014 - Present
Janus Capital Group November 2006 - February 2014
SunAmerica Mutual Funds July 2004 - November 2006
VALIC November 2000 - July 2004
Skills
Business Objects, Cognos, Business Intelligence, Salesforce.com, Asset Management, Investments, Portfolio Management, Business Analysis, Financial Modeling, Mutual Funds, Management, CRM, Financial Analysis, Equities, Tableau
Education
The University of New Mexico
BBA, Finance
Thornburg Investment Management February 2014 - Present
Janus Capital Group November 2006 - February 2014
SunAmerica Mutual Funds July 2004 - November 2006
VALIC November 2000 - July 2004
Skills
Business Objects, Cognos, Business Intelligence, Salesforce.com, Asset Management, Investments, Portfolio Management, Business Analysis, Financial Modeling, Mutual Funds, Management, CRM, Financial Analysis, Equities, Tableau
Education
The University of New Mexico
BBA, Finance
Austin Marquis's SunAmerica Mutual Funds Experience January 2013 - Present
Job Regional Vice President at SunAmerica Mutual Funds
Industry Financial Services
Experience
SunAmerica Mutual Funds January 2013 - Present
Prudential Financial July 2007 - December 2012
Sun Life Financial 2005 - 2007
Skills
Series 63, Series 6, Retirement, Mutual Funds, Variable Annuities, Retirement Planning
Education
University of New Hampshire 1999 — 2003
BS, Business Administration
SunAmerica Mutual Funds January 2013 - Present
Prudential Financial July 2007 - December 2012
Sun Life Financial 2005 - 2007
Skills
Series 63, Series 6, Retirement, Mutual Funds, Variable Annuities, Retirement Planning
Education
University of New Hampshire 1999 — 2003
BS, Business Administration
Harris Kates's SunAmerica Mutual Funds Experience September 2002 - Present
Job Regional Marketing Specialist at SunAmerica Mutual Funds
Industry Financial Services
Experience
SunAmerica Mutual Funds September 2002 - Present
SunAmerica Retirement Markets October 1998 - July 2002
j2 Global Communications June 1997 - June 1998
Skills
Mutual Funds, Sales, Marketing, Training, Strategic Financial..., Financial Services, Insurance, Banking, Call Center, Finance, Series 63
Education
Cornell University 1992 — 1996
B.S., Business Management and Marketing
SunAmerica Mutual Funds September 2002 - Present
SunAmerica Retirement Markets October 1998 - July 2002
j2 Global Communications June 1997 - June 1998
Skills
Mutual Funds, Sales, Marketing, Training, Strategic Financial..., Financial Services, Insurance, Banking, Call Center, Finance, Series 63
Education
Cornell University 1992 — 1996
B.S., Business Management and Marketing
Tom Moretti's SunAmerica Mutual Funds Experience May 1999 - May 2000
Job CEO at Allegheny Investment Partners, LLC
Industry Investment Management
Experience
Allegheny Investment Partners, LLC March 2012 - Present
Sorrento Investments LLC October 2011 - Present
Prudential Investments October 2010 - June 2011
J. P. Morgan Asset Management September 2007 - December 2009
Salomon Brothers (acquired)/Legg Mason April 2000 - January 2007
SunAmerica Mutual Funds May 1999 - May 2000
Federated Investors December 1990 - April 1999
Ernst & Young, CPA July 1988 - March 1990
Education
Duquesne University 1984 — 1988
BS/BA, Accounting
Allegheny Investment Partners, LLC March 2012 - Present
Sorrento Investments LLC October 2011 - Present
Prudential Investments October 2010 - June 2011
J. P. Morgan Asset Management September 2007 - December 2009
Salomon Brothers (acquired)/Legg Mason April 2000 - January 2007
SunAmerica Mutual Funds May 1999 - May 2000
Federated Investors December 1990 - April 1999
Ernst & Young, CPA July 1988 - March 1990
Education
Duquesne University 1984 — 1988
BS/BA, Accounting
Mark Saint Aubyn Graham's SunAmerica Mutual Funds Experience 1998 - 1999
Job Director at HerPersonalFeminineCareProducts,Inc.
Industry Consumer Goods
Experience
HerPersonalFeminineCareProducts,Inc. June 2002 - Present
Sajenics Corporation January 2001 - Present
https://www.herpersonal.net May 2000 - Present
Munder Capital Management July 2000 - June 2001
SunAmerica Mutual Funds 1998 - 1999
Education
Penn State University 1988 — 1992
BS in Finance & Minor in Economics & History, Finance, Economics & History
HerPersonalFeminineCareProducts,Inc. June 2002 - Present
Sajenics Corporation January 2001 - Present
https://www.herpersonal.net May 2000 - Present
Munder Capital Management July 2000 - June 2001
SunAmerica Mutual Funds 1998 - 1999
Education
Penn State University 1988 — 1992
BS in Finance & Minor in Economics & History, Finance, Economics & History
William Kimbrough's SunAmerica Mutual Funds Experience 2000 - 2001
Job Senior Advisor Consultant, Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2004 - April 2015
Franklin Templeton Investments 2015 - 2015
Franklin Templeton Investments 2015 - 2015
Franklin Templeton Investments 2005 - 2009
Wells Fargo Funds 2001 - 2003
SunAmerica Mutual Funds 2000 - 2001
Raymond James & Associates 1988 - 2000
E.F. Hutton, Inc. 1986 - 1988
US Army September 1983 - September 1986
Skills
Mutual Funds, Nonprofits, Series 7, Asset Allocation, Securities, Retirement Planning, Wealth Management, Retirement, Bonds, Investment Management, Sales, Investment Advisory, IRAs, Portfolio Management, Financial Advisory, Investment Strategies, Relationship Management, Financial Services, Investments, 401k, Series 6
Education
Furman University 1979 — 1983
BA, Psychology
Franklin Templeton Investments May 2004 - April 2015
Franklin Templeton Investments 2015 - 2015
Franklin Templeton Investments 2015 - 2015
Franklin Templeton Investments 2005 - 2009
Wells Fargo Funds 2001 - 2003
SunAmerica Mutual Funds 2000 - 2001
Raymond James & Associates 1988 - 2000
E.F. Hutton, Inc. 1986 - 1988
US Army September 1983 - September 1986
Skills
Mutual Funds, Nonprofits, Series 7, Asset Allocation, Securities, Retirement Planning, Wealth Management, Retirement, Bonds, Investment Management, Sales, Investment Advisory, IRAs, Portfolio Management, Financial Advisory, Investment Strategies, Relationship Management, Financial Services, Investments, 401k, Series 6
Education
Furman University 1979 — 1983
BA, Psychology
Joseph McGivney, Jr's SunAmerica Mutual Funds Experience 1996 - 2006
Job Vice President, Territory Sales at American Century Investments
Industry Financial Services
Experience
American Century Investments February 2009 - Present
Curian Capital 2006 - February 2009
SunAmerica Mutual Funds 1996 - 2006
Skills
Mutual Funds, Series 7, Series 63, Investments, 401k, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, Investment Management, Wealth Management, Series 6, Portfolio Management, Alternative Investments, Asset Management, CAIA
Education
University of Illinois at Urbana-Champaign
American Century Investments February 2009 - Present
Curian Capital 2006 - February 2009
SunAmerica Mutual Funds 1996 - 2006
Skills
Mutual Funds, Series 7, Series 63, Investments, 401k, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, Investment Management, Wealth Management, Series 6, Portfolio Management, Alternative Investments, Asset Management, CAIA
Education
University of Illinois at Urbana-Champaign
Susan Lachance's SunAmerica Mutual Funds Experience 1991 - 1993
Job Compliance Professional | Fund Oversight
Industry Financial Services
Experience
Citi 2006 - 2013
Legg Mason (acquired Citigroup Asset Management) 2005 - 2006
Citigroup Asset Management 1993 - 2005
SunAmerica Mutual Funds 1991 - 1993
Skills
Investments, Mutual Funds, Equities, Fixed Income, Analysis, Management, Bonds, Trading, Analytics, Asset Management, Securities, Hedge Funds, Portfolio Management, Alternative Investments, Financial Services, Finance, Series 7, Capital Markets, Bloomberg, Wealth Management
Education
Rutgers University
Bachelor of Arts (B.A.), Economics and French
Citi 2006 - 2013
Legg Mason (acquired Citigroup Asset Management) 2005 - 2006
Citigroup Asset Management 1993 - 2005
SunAmerica Mutual Funds 1991 - 1993
Skills
Investments, Mutual Funds, Equities, Fixed Income, Analysis, Management, Bonds, Trading, Analytics, Asset Management, Securities, Hedge Funds, Portfolio Management, Alternative Investments, Financial Services, Finance, Series 7, Capital Markets, Bloomberg, Wealth Management
Education
Rutgers University
Bachelor of Arts (B.A.), Economics and French
Edward Marshall's SunAmerica Mutual Funds Experience June 2003 - September 2006
Job Senior Equity Research Analyst at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC September 2006 - Present
SunAmerica Mutual Funds June 2003 - September 2006
Skills
Bloomberg, Alternative Investments, Equity Research, Equities, Valuation, Equity Valuation, Financial Modeling, Capital Markets, Hedge Funds, Fixed Income, Investments, Bloomberg Terminal, Series 7, Securities, Series 63, Series 86, Series 87
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Arts (B.A.), Economics
Sidoti & Company, LLC September 2006 - Present
SunAmerica Mutual Funds June 2003 - September 2006
Skills
Bloomberg, Alternative Investments, Equity Research, Equities, Valuation, Equity Valuation, Financial Modeling, Capital Markets, Hedge Funds, Fixed Income, Investments, Bloomberg Terminal, Series 7, Securities, Series 63, Series 86, Series 87
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Arts (B.A.), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY