AIG Retirement
AIG Retirement List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AIG Retirement. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AIG Retirement Employees
Employee
Years
Job
Industry
Drew Herman Drew Herman's AIG Retirement Experience December 2004 - December 2008
Job Manager, Sales Operations and Administration
Industry Information Services
Experience
Market Track July 2012 - Present
VALIC May 2009 - November 2010
VALIC December 2008 - May 2009
AIG Retirement December 2004 - December 2008
AIG VALIC April 2004 - December 2004
Danbee Investigations August 2002 - October 2003
Proudfoot Reports, Inc April 1994 - August 2002
Skills
Recognized for coaching..., Adept at analyzing and..., Hiring, Coaching, Administration, Microsoft Office, Problem Solving, Supervisory Skills, Excel, Budgeting, Team Building, Team Leadership, Word, Mentoring, Interviewing, Policy, Scheduling, Process Scheduler, Budgets, Human Resources, Time Management, Analysis, Program Management, Access, Management, Customer Service, Salesforce.com, Payroll, Sales Operations, Vendor Management, Marketing, Call Centers, Account Management, Recruiting, Teamwork, Onboarding, Outlook, Strategic Planning, Market Research, Process Improvement, Sales, Employee Relations, Customer Satisfaction, CRM, Operations Management, Strategy, Customer Retention, Social Networking, Interviews
Education
State University of New York College at Plattsburgh 1988 — 1992
BA, Mass Media-Communications
Market Track July 2012 - Present
VALIC May 2009 - November 2010
VALIC December 2008 - May 2009
AIG Retirement December 2004 - December 2008
AIG VALIC April 2004 - December 2004
Danbee Investigations August 2002 - October 2003
Proudfoot Reports, Inc April 1994 - August 2002
Skills
Recognized for coaching..., Adept at analyzing and..., Hiring, Coaching, Administration, Microsoft Office, Problem Solving, Supervisory Skills, Excel, Budgeting, Team Building, Team Leadership, Word, Mentoring, Interviewing, Policy, Scheduling, Process Scheduler, Budgets, Human Resources, Time Management, Analysis, Program Management, Access, Management, Customer Service, Salesforce.com, Payroll, Sales Operations, Vendor Management, Marketing, Call Centers, Account Management, Recruiting, Teamwork, Onboarding, Outlook, Strategic Planning, Market Research, Process Improvement, Sales, Employee Relations, Customer Satisfaction, CRM, Operations Management, Strategy, Customer Retention, Social Networking, Interviews
Education
State University of New York College at Plattsburgh 1988 — 1992
BA, Mass Media-Communications
Jeannie Knudson-Bailey Jeannie Knudson-Bailey's AIG Retirement Experience August 2003 - August 2008
Job ORM Director of Risk at AIG Life and Retirement
Industry Insurance
Experience
AIG Life and Retirement June 2013 - Present
AIG Life and Retirement August 2003 - June 2013
AIG Retirement August 2003 - August 2008
IKON Office Solutions September 1998 - August 2003
Waste Management May 1996 - May 1997
Uniglobe Travel International LP 1996 - 1997
Weston Solutions, Inc. June 1991 - August 1994
Skills
Financial Analysis, Sarbanes-Oxley Act, Internal Controls, General Ledger, Operational Risk..., Project Management, Internal Audit, Financial Reporting, Sarbanes-Oxley, Auditing, Budgets, Accounting, Enterprise Risk..., Account Reconciliation, Variance Analysis, SEC filings, GAAP, Financial Risk
Education
University of Houston-Downtown 1987 — 1991
BBA, Finance
Clemson University 1984 — 1986
Business
Barron Collier High School 1982 — 1984
Naples High 1980 — 1982
AIG Life and Retirement June 2013 - Present
AIG Life and Retirement August 2003 - June 2013
AIG Retirement August 2003 - August 2008
IKON Office Solutions September 1998 - August 2003
Waste Management May 1996 - May 1997
Uniglobe Travel International LP 1996 - 1997
Weston Solutions, Inc. June 1991 - August 1994
Skills
Financial Analysis, Sarbanes-Oxley Act, Internal Controls, General Ledger, Operational Risk..., Project Management, Internal Audit, Financial Reporting, Sarbanes-Oxley, Auditing, Budgets, Accounting, Enterprise Risk..., Account Reconciliation, Variance Analysis, SEC filings, GAAP, Financial Risk
Education
University of Houston-Downtown 1987 — 1991
BBA, Finance
Clemson University 1984 — 1986
Business
Barron Collier High School 1982 — 1984
Naples High 1980 — 1982
Shaila Mulji Shaila Mulji's AIG Retirement Experience July 2006 - April 2008
Job AKA Hotels, LLC VicePresident, Real Estate Broker, Insurance Specialist, LUTCF
Industry Hospitality
Experience
AKA Hotels, LLC June 1999 - Present
Hollywood Downtowner Inn June 1999 - Present
Farmers Insurance April 2010 - April 2011
AIG Retirement July 2006 - April 2008
Horace Mann March 2003 - February 2005
Colonial Life 2004 - 2005
LoanNow Financial April 2002 - July 2003
Virtuant Corporation February 2001 - January 2002
Protégé Systems October 2000 - February 2001
healthwindows.com March 2000 - September 2000
Skills
Loan Origination, Real Estate, Change Management, Marketing Strategy, Sales Management, Conference Speaking, Conference Presentations, Conference Management, Conflict Resolution, Conflict Analysis, Conflict Prevention, Lifestyle Coaching, Sales Coach, Marketing Communications, Leadership Mentoring, Executive Coaching, Youth Mentoring, Mentoring Of Staff, Hotel Contract..., Hotel Reservations, Customer Relations, Public Relations, Retail Management, Employee Relations, Career Counseling, Employee Counseling, Spiritual Counseling, Financial Coaching, Wellness Coaching, Contract Negotiation, Investments, Sales, Customer Service, Leadership, Management, Small Business, Event Management, Public Speaking, Retirement Planning, Marketing, Insurance, Coaching, Finance, Time Management, Fixed Annuities
Education
The American College 2003 — 2014
CFP & LUTCF, Certified Financial Planner, Passing
Pepperdine University 1997 — 1999
Bachelor of Science, Business Management
Pepperdine University 1997 — 1999
Bachelor of Science (B.Sc.), Business Administration and Management, General
Pepperdine University 1997 — 1999
Bachelor, Science Business Management
UC Davis / UC Irvine BioChem 1984 — 1986
2 year cerificate Bio-Chem
UC Davis 1984 — 1985
Undergrad, Bio-Chemistry
AKA Hotels, LLC June 1999 - Present
Hollywood Downtowner Inn June 1999 - Present
Farmers Insurance April 2010 - April 2011
AIG Retirement July 2006 - April 2008
Horace Mann March 2003 - February 2005
Colonial Life 2004 - 2005
LoanNow Financial April 2002 - July 2003
Virtuant Corporation February 2001 - January 2002
Protégé Systems October 2000 - February 2001
healthwindows.com March 2000 - September 2000
Skills
Loan Origination, Real Estate, Change Management, Marketing Strategy, Sales Management, Conference Speaking, Conference Presentations, Conference Management, Conflict Resolution, Conflict Analysis, Conflict Prevention, Lifestyle Coaching, Sales Coach, Marketing Communications, Leadership Mentoring, Executive Coaching, Youth Mentoring, Mentoring Of Staff, Hotel Contract..., Hotel Reservations, Customer Relations, Public Relations, Retail Management, Employee Relations, Career Counseling, Employee Counseling, Spiritual Counseling, Financial Coaching, Wellness Coaching, Contract Negotiation, Investments, Sales, Customer Service, Leadership, Management, Small Business, Event Management, Public Speaking, Retirement Planning, Marketing, Insurance, Coaching, Finance, Time Management, Fixed Annuities
Education
The American College 2003 — 2014
CFP & LUTCF, Certified Financial Planner, Passing
Pepperdine University 1997 — 1999
Bachelor of Science, Business Management
Pepperdine University 1997 — 1999
Bachelor of Science (B.Sc.), Business Administration and Management, General
Pepperdine University 1997 — 1999
Bachelor, Science Business Management
UC Davis / UC Irvine BioChem 1984 — 1986
2 year cerificate Bio-Chem
UC Davis 1984 — 1985
Undergrad, Bio-Chemistry
Justy Armijo Justy Armijo's AIG Retirement Experience 2002 - 2008
Job at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group March 2015 - Present
New York Life Insurance Company June 2013 - March 2015
CBA January 2011 - May 2013
AIG Retirement Services September 2006 - June 2008
AIG Retirement 2002 - 2008
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Retirement, Risk Management, Investments, Relationship Management, Retirement Planning, Financial Services, Investment Strategies, Insurance, Fixed Annuities, Securities, Mutual Funds, Financial Planning, Life Insurance
Education
University of Notre Dame 1990 — 1994
Human Resources Management
CUNA Mutual Group March 2015 - Present
New York Life Insurance Company June 2013 - March 2015
CBA January 2011 - May 2013
AIG Retirement Services September 2006 - June 2008
AIG Retirement 2002 - 2008
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Retirement, Risk Management, Investments, Relationship Management, Retirement Planning, Financial Services, Investment Strategies, Insurance, Fixed Annuities, Securities, Mutual Funds, Financial Planning, Life Insurance
Education
University of Notre Dame 1990 — 1994
Human Resources Management
Mike Stockman's AIG Retirement Experience November 1999 - February 2009
Job Independent Financial Advisor
Industry Financial Services
Experience
Independent Financial Advisor March 2013 - Present
Sovereign Investment Group February 2009 - February 2013
AIG Retirement November 1999 - February 2009
VALIC Retirement 1999 - 2009
Skills
Financial Planning, Retirement Planning, Education Planning, Investment Planning, Mutual Funds, Fixed Annuities, Retirement, Series 63, Asset Allocation, Insurance, Life Insurance, Finance, Series 6, Investment Management, Variable Annuities, Long Term Care Insurance, Wealth Management, Estate Planning
Education
Texas State University-San Marcos 1985 — 1990
BS, Criminal Justice
Independent Financial Advisor March 2013 - Present
Sovereign Investment Group February 2009 - February 2013
AIG Retirement November 1999 - February 2009
VALIC Retirement 1999 - 2009
Skills
Financial Planning, Retirement Planning, Education Planning, Investment Planning, Mutual Funds, Fixed Annuities, Retirement, Series 63, Asset Allocation, Insurance, Life Insurance, Finance, Series 6, Investment Management, Variable Annuities, Long Term Care Insurance, Wealth Management, Estate Planning
Education
Texas State University-San Marcos 1985 — 1990
BS, Criminal Justice
Larry Deutchman Larry Deutchman's AIG Retirement Experience Financial AdvisorAIG VALICApril 1998 - Present
Job Financial Advisor at AIG VALIC
Industry Financial Services
Experience
AIG RETIREMENT Financial AdvisorAIG VALICApril 1998 - Present
Prudential Financial April 1986 - April 1998
Education
Fairleigh Dickinson University 1969 — 1973
AIG RETIREMENT Financial AdvisorAIG VALICApril 1998 - Present
Prudential Financial April 1986 - April 1998
Education
Fairleigh Dickinson University 1969 — 1973
Patrick Blair Patrick Blair's AIG Retirement Experience December 2007 - November 2008
Job General Manager at Speedway LLC
Industry Retail
Experience
Speedway SuperAmerica LLC November 2011 - Present
U. S. Military Academy October 2006 - Present
Bank of America/Merrill Lynch January 2009 - March 2010
AIG Retirement December 2007 - November 2008
Morgan Stanley and Co., Inc March 2007 - November 2007
Lowe's Home Improvement Warehouse January 2004 - October 2006
Har-Tal, LLC January 2003 - November 2003
FedEx Express July 2000 - March 2002
US Army July 1999 - July 2000
US Army December 1988 - September 1998
Skills
Training, Strategic Planning, Recruiting, Analysis, Program Management, Project Management, Project Planning, Sales, Security Clearance, Management, Leadership, Business Development, Military
Education
United States Military Academy 1984 — 1988
B.S, Mechanical Engineering (Aerospace Engineering)
Colorado State University
Master of Science, Management
Speedway SuperAmerica LLC November 2011 - Present
U. S. Military Academy October 2006 - Present
Bank of America/Merrill Lynch January 2009 - March 2010
AIG Retirement December 2007 - November 2008
Morgan Stanley and Co., Inc March 2007 - November 2007
Lowe's Home Improvement Warehouse January 2004 - October 2006
Har-Tal, LLC January 2003 - November 2003
FedEx Express July 2000 - March 2002
US Army July 1999 - July 2000
US Army December 1988 - September 1998
Skills
Training, Strategic Planning, Recruiting, Analysis, Program Management, Project Management, Project Planning, Sales, Security Clearance, Management, Leadership, Business Development, Military
Education
United States Military Academy 1984 — 1988
B.S, Mechanical Engineering (Aerospace Engineering)
Colorado State University
Master of Science, Management
Edmund Grey Edmund Grey's AIG Retirement Experience 1997 - Present
Job Sr Securities Trader
Industry Investment Management
Experience
AIG January 1999 - Present
AIG Retirement 1997 - Present
VALIC and AIG Annuity 1997 - Present
Houston Networking News 2007 - 2008
Skills
Trading, Securities, Equities, Options, Investments, Portfolio Management, Asset, Risk, Series 7, Hedging, Traders, Series 66, IRA's, Mutual Funds, Series 6, Series 63, Uniform Combined State..., IRAs, Asset Allocation, Investment Strategies, Financial Risk, Investment Advisory, Retirement Planning, Retirement, Financial Planning, Wealth Management
Education
University of Houston 1975 — 1979
AIG January 1999 - Present
AIG Retirement 1997 - Present
VALIC and AIG Annuity 1997 - Present
Houston Networking News 2007 - 2008
Skills
Trading, Securities, Equities, Options, Investments, Portfolio Management, Asset, Risk, Series 7, Hedging, Traders, Series 66, IRA's, Mutual Funds, Series 6, Series 63, Uniform Combined State..., IRAs, Asset Allocation, Investment Strategies, Financial Risk, Investment Advisory, Retirement Planning, Retirement, Financial Planning, Wealth Management
Education
University of Houston 1975 — 1979
Doug Sonnenberg Doug Sonnenberg's AIG Retirement Experience 1993 - 2005
Job Financial Advisor at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2015 - Present
New England Financial 2007 - Present
Sun Mountain Financial January 2014 - July 2015
Strategic Wealth Associates June 2008 - December 2013
VALIC May 1993 - December 2005
AIG Retirement 1993 - 2005
American General Life Companies 1993 - 2005
Skills
Retirement Planning, Retirement, Life Insurance, Succession Planning, Risk Management, Strategic Financial..., Disability Insurance, Securities, Investment Advisory, Finance, Asset Management, Wealth, Series 7, Strategy, Long Term Care Insurance, Small Business, Strategic Planning, 401k, Financial Services, Series 63, Estate Planning, Business Planning, Investments, IRAs, Mutual Funds, Wealth Management, Fixed Annuities, Financial Advisory, Uniform Combined State...
Education
San Diego State University-California State University 1989 — 1993
Finance
San Diego State University-California State University 1989 — 1993
Finance
Prudential Financial July 2015 - Present
New England Financial 2007 - Present
Sun Mountain Financial January 2014 - July 2015
Strategic Wealth Associates June 2008 - December 2013
VALIC May 1993 - December 2005
AIG Retirement 1993 - 2005
American General Life Companies 1993 - 2005
Skills
Retirement Planning, Retirement, Life Insurance, Succession Planning, Risk Management, Strategic Financial..., Disability Insurance, Securities, Investment Advisory, Finance, Asset Management, Wealth, Series 7, Strategy, Long Term Care Insurance, Small Business, Strategic Planning, 401k, Financial Services, Series 63, Estate Planning, Business Planning, Investments, IRAs, Mutual Funds, Wealth Management, Fixed Annuities, Financial Advisory, Uniform Combined State...
Education
San Diego State University-California State University 1989 — 1993
Finance
San Diego State University-California State University 1989 — 1993
Finance
Stewart Wenger's AIG Retirement Experience March 2003 - October 2008
Job Managing Director at Hallmark Consultants
Industry Information Technology and Services
Experience
Hallmark Consultants April 2013 - Present
Hallmark Financial Consultants November 2008 - December 2012
LPL Financial November 2008 - December 2012
AIG Retirement March 2003 - October 2008
The Healing Projects Institute June 2000 - December 2005
Skills
Retirement Planning, Tax Strategies, Financial Planning, Investments, Solution Design, Strategic Financial..., Tax, Business Continuity...
Education
University of Nevada-Las Vegas 1994 — 1997
School of Business Department of Finance
Blinn College 1993 — 1994
Engineering
Hallmark Consultants April 2013 - Present
Hallmark Financial Consultants November 2008 - December 2012
LPL Financial November 2008 - December 2012
AIG Retirement March 2003 - October 2008
The Healing Projects Institute June 2000 - December 2005
Skills
Retirement Planning, Tax Strategies, Financial Planning, Investments, Solution Design, Strategic Financial..., Tax, Business Continuity...
Education
University of Nevada-Las Vegas 1994 — 1997
School of Business Department of Finance
Blinn College 1993 — 1994
Engineering
Mary Wingrove Mary Wingrove's AIG Retirement Experience February 2005 - February 2009
Job Certified Financial Planner at VALIC
Industry Financial Services
Experience
VALIC July 2013 - Present
Nationwide Financial January 2013 - June 2013
Allstate September 2011 - January 2013
PNC Wealth Management January 2010 - August 2011
Northwestern Mutual February 2009 - January 2010
AIG Retirement February 2005 - February 2009
National City Bank January 2002 - November 2004
UBS February 2000 - June 2001
PNC Financial Services Group April 1986 - November 1999
PNC Bank 1986 - 1999
Skills
Retirement Planning
Education
Mercyhurst College 1997 — 2003
Bachelor of Arts (B.A.), Business Management and Finance
McDowell
VALIC July 2013 - Present
Nationwide Financial January 2013 - June 2013
Allstate September 2011 - January 2013
PNC Wealth Management January 2010 - August 2011
Northwestern Mutual February 2009 - January 2010
AIG Retirement February 2005 - February 2009
National City Bank January 2002 - November 2004
UBS February 2000 - June 2001
PNC Financial Services Group April 1986 - November 1999
PNC Bank 1986 - 1999
Skills
Retirement Planning
Education
Mercyhurst College 1997 — 2003
Bachelor of Arts (B.A.), Business Management and Finance
McDowell
Scott Collingwood Scott Collingwood's AIG Retirement Experience 2006 - 2008
Job Channel Sales Manager Open to New Opportunities
Industry Telecommunications
Experience
BlackBerry 2011 - 2014
Research In Motion 2008 - 2011
AIG Retirement 2006 - 2008
QDI 2002 - 2005
QDI 2000 - 2002
QDI 1998 - 2000
Skills
Sales Operations, Management, B2B, Customer Service, Sales, Cold Calling, Leadership, Account Management, Marketing Strategy, Telecommunications, Wireless, Go-to-market Strategy, Direct Sales, Training, Coaching, Solution Selling, Sales Presentations, Goal Oriented, Selling Skills, Team Leadership, Sales Management, Inventory Management, Mobile Devices, Contract Negotiation, Sales Process, Product Development, Strategic Financial..., Uniform Combined State...
Education
Arizona State University
BA, Political Science, 1996
BlackBerry 2011 - 2014
Research In Motion 2008 - 2011
AIG Retirement 2006 - 2008
QDI 2002 - 2005
QDI 2000 - 2002
QDI 1998 - 2000
Skills
Sales Operations, Management, B2B, Customer Service, Sales, Cold Calling, Leadership, Account Management, Marketing Strategy, Telecommunications, Wireless, Go-to-market Strategy, Direct Sales, Training, Coaching, Solution Selling, Sales Presentations, Goal Oriented, Selling Skills, Team Leadership, Sales Management, Inventory Management, Mobile Devices, Contract Negotiation, Sales Process, Product Development, Strategic Financial..., Uniform Combined State...
Education
Arizona State University
BA, Political Science, 1996
Darla G. Wilton Darla G. Wilton's AIG Retirement Experience 2004 - 2008
Job Vice President, Chief Administration Officer at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. June 2013 - Present
COO Incite 2012 - Present
BlackRock, Inc. 2011 - 2012
Williams Financial Group 2008 - 2010
AIG Retirement 2004 - 2008
INTERFINANCIAL PARTNERS, INC. (FORMERLY TIG SECURITIES, INC.) 2002 - 2003
Charles Schwab and Company, INC. 1989 - 2001
Skills
Business Strategy, Performance Consulting, CRM software, Strategic Planning, Project Execution, Sales Management, Talent and Performance..., Financial Services, Financial Management..., Business Transformation, Turnaround Experience, Operational Turnaround, Turn Around Management, Business Planning, Talent Management, Project Management, High-Level Relationship..., Long-term Customer..., Relationship Management, Change Management, Compensation Structure..., Leadership Development, Business Performance..., Sales Management..., Consultative Sales..., Regulatory Compliance, Account Management, Key Account Management, Key Account..., Operations Management, Corporate Events, Asset Managment, Wealth Management, Retirement Plan..., Retirement Planning, RIA, Registered Investment..., Team Building, Business Development, Business Growth..., Strategic Initiatives, High Performance..., Leveraging Strategic..., Performance Improvement, Sales Compensation..., Conference Design, PFP, Corporate Strategy..., Talent Acquisition, Financial Modeling
Education
The University of Texas at San Antonio 2001 — 2003
Executive MBA, Leadership and Executive Management
J. Frank Dobie
Ameritas Investment Corp. June 2013 - Present
COO Incite 2012 - Present
BlackRock, Inc. 2011 - 2012
Williams Financial Group 2008 - 2010
AIG Retirement 2004 - 2008
INTERFINANCIAL PARTNERS, INC. (FORMERLY TIG SECURITIES, INC.) 2002 - 2003
Charles Schwab and Company, INC. 1989 - 2001
Skills
Business Strategy, Performance Consulting, CRM software, Strategic Planning, Project Execution, Sales Management, Talent and Performance..., Financial Services, Financial Management..., Business Transformation, Turnaround Experience, Operational Turnaround, Turn Around Management, Business Planning, Talent Management, Project Management, High-Level Relationship..., Long-term Customer..., Relationship Management, Change Management, Compensation Structure..., Leadership Development, Business Performance..., Sales Management..., Consultative Sales..., Regulatory Compliance, Account Management, Key Account Management, Key Account..., Operations Management, Corporate Events, Asset Managment, Wealth Management, Retirement Plan..., Retirement Planning, RIA, Registered Investment..., Team Building, Business Development, Business Growth..., Strategic Initiatives, High Performance..., Leveraging Strategic..., Performance Improvement, Sales Compensation..., Conference Design, PFP, Corporate Strategy..., Talent Acquisition, Financial Modeling
Education
The University of Texas at San Antonio 2001 — 2003
Executive MBA, Leadership and Executive Management
J. Frank Dobie
Vanessa Aldred, PHR Vanessa Aldred, PHR's AIG Retirement Experience 2007 - 2008
Job 9Gauge Partners LLC
Industry Management Consulting
Experience
9Gauge Partners, LLC May 2015 - Present
NFP May 2008 - May 2015
AIG Retirement 2007 - 2008
Burnett Staffing 2007 - 2007
Clear Channel University 2005 - 2007
Skills
Recruiting, Applicant Tracking..., Employee Benefits, Human Resources, Talent Acquisition, Interviews, Onboarding, Sourcing, College Recruiting, New Hire Orientations, Training, Hiring, Temporary Placement, Organizational..., Personnel Management, Management, Talent Management
Education
Texas A&M University 2001 — 2005
BS, Human Resource Development
9Gauge Partners, LLC May 2015 - Present
NFP May 2008 - May 2015
AIG Retirement 2007 - 2008
Burnett Staffing 2007 - 2007
Clear Channel University 2005 - 2007
Skills
Recruiting, Applicant Tracking..., Employee Benefits, Human Resources, Talent Acquisition, Interviews, Onboarding, Sourcing, College Recruiting, New Hire Orientations, Training, Hiring, Temporary Placement, Organizational..., Personnel Management, Management, Talent Management
Education
Texas A&M University 2001 — 2005
BS, Human Resource Development
Kyle Sadler, AIF Kyle Sadler, AIF's AIG Retirement Experience 1999 - 2008
Job President at Precept Wealth Management
Industry Financial Services
Experience
Precept Wealth Management January 2011 - Present
The C12 Group May 2013 - March 2015
BarterOnly October 2012 - January 2015
Sovereign Investment Group October 2008 - January 2011
AIG Retirement Services June 1999 - October 2008
AIG Retirement 1999 - 2008
AIG VALIC 1999 - 2008
Skills
Talking, Thinking, Theorizing
Education
Sam Houston State University 1994 — 1997
BBA, Accounting
University of North Texas 1993 — 1994
Blinn College 1991 — 1993
C.H. Yoe High School 1987 — 1991
Precept Wealth Management January 2011 - Present
The C12 Group May 2013 - March 2015
BarterOnly October 2012 - January 2015
Sovereign Investment Group October 2008 - January 2011
AIG Retirement Services June 1999 - October 2008
AIG Retirement 1999 - 2008
AIG VALIC 1999 - 2008
Skills
Talking, Thinking, Theorizing
Education
Sam Houston State University 1994 — 1997
BBA, Accounting
University of North Texas 1993 — 1994
Blinn College 1991 — 1993
C.H. Yoe High School 1987 — 1991
David Stoller's AIG Retirement Experience April 2008 - Present
Job Investment adviser at AIG Retirement
Industry Investment Management
Experience
AIG Retirement April 2008 - Present
Skills
Retirement Planning, IRAs, Insurance, 401k, Retirement, Fixed Annuities, Financial Planning, Mutual Funds, Strategic Financial..., Asset Allocation, Wealth Management
Education
University of Northern Colorado 1971 — 1972
MA, Music Education
University of Wisconsin-Madison 1963 — 1967
BA, Applied Music
AIG Retirement April 2008 - Present
Skills
Retirement Planning, IRAs, Insurance, 401k, Retirement, Fixed Annuities, Financial Planning, Mutual Funds, Strategic Financial..., Asset Allocation, Wealth Management
Education
University of Northern Colorado 1971 — 1972
MA, Music Education
University of Wisconsin-Madison 1963 — 1967
BA, Applied Music
Doug Milholland's AIG Retirement Experience October 1995 - Present
Job Managing Consultant at AIG Retirement
Industry Financial Services
Gary Grigsby's AIG Retirement Experience Director of Broker Dealer OperationsAIG Retirement Services2000 - Present
Job Director of Operations at AIG Retirement
Industry Financial Services
Experience
AIG Retirement Director of Broker Dealer OperationsAIG Retirement Services2000 - Present
AIG Retirement & AIG Annuity 2000 - Present
AIG VALIC 2000 - Present
VALIC Financial Advisors 2000 - Present
VALIC 2000 - Present
Education
Baylor University 1982 — 1987
AIG Retirement Director of Broker Dealer OperationsAIG Retirement Services2000 - Present
AIG Retirement & AIG Annuity 2000 - Present
AIG VALIC 2000 - Present
VALIC Financial Advisors 2000 - Present
VALIC 2000 - Present
Education
Baylor University 1982 — 1987
Matt Fitzgerald, CFP®'s AIG Retirement Experience 2003 - 2008
Job Financial Advisor
Industry Financial Services
Experience
E3 Consultants Group, LLC September 2008 - Present
AIG Retirement 2003 - 2008
US Bancorp 2001 - 2003
Salomon Smith Barney 2000 - 2001
Dr Pepper/Seven Up Inc. 1996 - 1999
Skills
Retirement Planning, Wealth Management, Finance, Fixed Annuities, Retirement, Securities, Mutual Funds, Investments, Series 7, Asset Management, Wealth Management..., Financial Services, Variable Annuities
Education
Ohio University 1991 — 1996
Bachelor of Business Administration, Marketing and Management Information Systems
E3 Consultants Group, LLC September 2008 - Present
AIG Retirement 2003 - 2008
US Bancorp 2001 - 2003
Salomon Smith Barney 2000 - 2001
Dr Pepper/Seven Up Inc. 1996 - 1999
Skills
Retirement Planning, Wealth Management, Finance, Fixed Annuities, Retirement, Securities, Mutual Funds, Investments, Series 7, Asset Management, Wealth Management..., Financial Services, Variable Annuities
Education
Ohio University 1991 — 1996
Bachelor of Business Administration, Marketing and Management Information Systems
Ron Gatti's AIG Retirement Experience November 1988 - May 2008
Job Personal Financial Representative at Allstate Financial Advisors, LLC
Industry Financial Services
Experience
Allstate Financial Advisors, LLC August 2009 - Present
Laguna Beach Financial and Insurance Solutions, Inc. September 2008 - Present
AIG Retirement November 1988 - May 2008
Skills
Relationship Management, Retirement, Leadership, 401k, Sales, Mutual Funds, Business Planning, Fixed Annuities, Series 7, Investments, Insurance, Human Resources, Series 63
Education
San Jose State University 1976 — 1981
BS, Business Mgmt.
Washington High School
Allstate Financial Advisors, LLC August 2009 - Present
Laguna Beach Financial and Insurance Solutions, Inc. September 2008 - Present
AIG Retirement November 1988 - May 2008
Skills
Relationship Management, Retirement, Leadership, 401k, Sales, Mutual Funds, Business Planning, Fixed Annuities, Series 7, Investments, Insurance, Human Resources, Series 63
Education
San Jose State University 1976 — 1981
BS, Business Mgmt.
Washington High School
Anne Marie Nagy's AIG Retirement Experience November 2000 - March 2010
Job Financial Services Representative at MetLife Solutions Group, an Office of MetLife
Industry Financial Services
Experience
MetLife September 2009 - Present
AIG Retirement November 2000 - March 2010
CIGNA Healthcare March 2000 - December 2000
Nationwide Retirement Solutions January 1998 - March 2000
PEBSCO 1995 - 1998
ADP 1987 - 1993
Fortunoff 1982 - 1987
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, 401k, Insurance, Wealth Management, Securities, Financial Advisory, Process Improvement, Strategic Financial..., Investments
Education
Saint Peter's University 1983 — 1986
Spanish cum laude, Spanish Literature, History
St. Peter's College 1983 — 1986
Bachelor of Arts (B.A.), Spanish
Nutley High School 1978 — 1982
MetLife September 2009 - Present
AIG Retirement November 2000 - March 2010
CIGNA Healthcare March 2000 - December 2000
Nationwide Retirement Solutions January 1998 - March 2000
PEBSCO 1995 - 1998
ADP 1987 - 1993
Fortunoff 1982 - 1987
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, 401k, Insurance, Wealth Management, Securities, Financial Advisory, Process Improvement, Strategic Financial..., Investments
Education
Saint Peter's University 1983 — 1986
Spanish cum laude, Spanish Literature, History
St. Peter's College 1983 — 1986
Bachelor of Arts (B.A.), Spanish
Nutley High School 1978 — 1982
Traci Langford's AIG Retirement Experience 1986 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
AIG VALIC 1986 - 2004
AIG Retirement 1986 - 2004
AIG Retirement Services 1986 - 2004
VALIC 1986 - 2004
Education
Texas A&M University 1982 — 1986
BA, Business Analysis
AIG VALIC 1986 - 2004
AIG Retirement 1986 - 2004
AIG Retirement Services 1986 - 2004
VALIC 1986 - 2004
Education
Texas A&M University 1982 — 1986
BA, Business Analysis
Di Gazdar's AIG Retirement Experience 2001 - 2009
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC March 1999 - Present
aig retirement 2001 - 2009
aig valic 2001 - 2009
valic 1999 - 2009
Skills
Retirement Planning, Financial Planning, Retirement Income..., Investments, 529 Plans, Wealth Preservation..., IRA's, Retirement, Wealth Accumulation, Insurance Planning, Annuities, Mutual Funds, Insurance, Asset Allocation, Investment Advisory, Wealth Management, 401k, Financial Advisory, Long Term Care, Estate Planning, Series 63, Series 6, Investment Strategies, Term Life Insurance, Portfolio Management, Fixed Income
Education
The University of Texas at Austin 1990 — 1997
VALIC March 1999 - Present
aig retirement 2001 - 2009
aig valic 2001 - 2009
valic 1999 - 2009
Skills
Retirement Planning, Financial Planning, Retirement Income..., Investments, 529 Plans, Wealth Preservation..., IRA's, Retirement, Wealth Accumulation, Insurance Planning, Annuities, Mutual Funds, Insurance, Asset Allocation, Investment Advisory, Wealth Management, 401k, Financial Advisory, Long Term Care, Estate Planning, Series 63, Series 6, Investment Strategies, Term Life Insurance, Portfolio Management, Fixed Income
Education
The University of Texas at Austin 1990 — 1997
Becky Meler's AIG Retirement Experience 1991 - Present
Job Pension Consultant @ VALIC
Industry Financial Services
Experience
VALIC September 1991 - Present
AIG Retirement 1991 - Present
valic 1991 - 2008
aig 1991 - 2008
american general 1991 - 2008
Education
Southern Illinois University, Carbondale
BS, Education
VALIC September 1991 - Present
AIG Retirement 1991 - Present
valic 1991 - 2008
aig 1991 - 2008
american general 1991 - 2008
Education
Southern Illinois University, Carbondale
BS, Education
Richard Gutierrez's AIG Retirement Experience 2006 - 2009
Job Vice President, Planning and Tools at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
VALIC May 2009 - May 2013
AIG Retirement 2006 - 2009
Van Kampen Funds 1997 - 2000
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Strategic Financial..., Mutual Funds, Series 63, IRAs, 401k, Personal Financial...
Education
University of Houston
BS ISS
Merrill Lynch April 2013 - Present
VALIC May 2009 - May 2013
AIG Retirement 2006 - 2009
Van Kampen Funds 1997 - 2000
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Strategic Financial..., Mutual Funds, Series 63, IRAs, 401k, Personal Financial...
Education
University of Houston
BS ISS
Bruce Gingrich's AIG Retirement Experience August 2008 - June 2009
Job JPMorgan Chase, VP Senior Relationship Mgr
Industry Banking
Experience
JPMorgan Chase Bank April 2013 - Present
Citizens First National Bank November 2011 - Present
Boughton Financial Solutions LLC June 2009 - November 2011
AIG Retirement August 2008 - June 2009
AG Edwards & Sons, Inc August 2006 - August 2008
Gingrich and Associates August 1999 - August 2006
Castle Bank NA December 1995 - August 1999
Farm Credit Services March 1993 - December 1995
High Risk Assets August 1986 - March 1993
Commodore Financial Corporation March 1985 - August 1986
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Retirement, Portfolio Management, Loans, Investment Strategies, Estate Planning, Asset Managment, Financial Analysis, Insurance, Banking, Credit, Series 7, Risk Management, Strategic Financial..., Series 63, Securities, Fixed Annuities
Education
University of Illinois at Urbana-Champaign 1988 — 1990
MBA, Executive Management/Finance
University of Illinois at Urbana-Champaign 1976 — 1980
BS, Ag Science/Economics
JPMorgan Chase Bank April 2013 - Present
Citizens First National Bank November 2011 - Present
Boughton Financial Solutions LLC June 2009 - November 2011
AIG Retirement August 2008 - June 2009
AG Edwards & Sons, Inc August 2006 - August 2008
Gingrich and Associates August 1999 - August 2006
Castle Bank NA December 1995 - August 1999
Farm Credit Services March 1993 - December 1995
High Risk Assets August 1986 - March 1993
Commodore Financial Corporation March 1985 - August 1986
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Retirement, Portfolio Management, Loans, Investment Strategies, Estate Planning, Asset Managment, Financial Analysis, Insurance, Banking, Credit, Series 7, Risk Management, Strategic Financial..., Series 63, Securities, Fixed Annuities
Education
University of Illinois at Urbana-Champaign 1988 — 1990
MBA, Executive Management/Finance
University of Illinois at Urbana-Champaign 1976 — 1980
BS, Ag Science/Economics
Erin Gowan's AIG Retirement Experience July 2008 - December 2008
Job Compensation & Benefits Specialist at Sasol North America
Industry Chemicals
Experience
Stay at home mom December 2012 - Present
Sasol North America July 2010 - December 2012
Sasol North America, Inc January 2009 - July 2010
AIG Retirement July 2008 - December 2008
AIG Retirement Services October 2006 - July 2008
VALIC February 2006 - October 2006
Resulté Universal August 2005 - February 2006
Skills
Deferred Compensation
Education
Baylor University 2001 — 2005
Bachelor of Business Administration Degree, Human Resources Management
Stay at home mom December 2012 - Present
Sasol North America July 2010 - December 2012
Sasol North America, Inc January 2009 - July 2010
AIG Retirement July 2008 - December 2008
AIG Retirement Services October 2006 - July 2008
VALIC February 2006 - October 2006
Resulté Universal August 2005 - February 2006
Skills
Deferred Compensation
Education
Baylor University 2001 — 2005
Bachelor of Business Administration Degree, Human Resources Management