AIG Valic
Industry: Insurance company
DescriptionThe Variable Annuity Life Insurance Company, or VALIC, a subsidiary of American International Group, Inc., is an insurance corporation that specializes in tax-qualified retirement plans, supplemental tax-deferred and after-tax investments. VALIC's CEO is Jana Greer. VALIC's headquarters are in Houston, Texas. Customer service: 1 (800) 448-2542 Headquarters: Houston, TX Founded: 1955 Parent organizations: American General Life Insurance Co., AGC Life Insurance Company Subsidiaries: AIG Retirement Services,
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AIG Valic Employees
Acuff & Associates April 2007 - Present
Bryan, Pendleton Swats & McAllister/Wells Fargo August 1996 - April 2007
Tupperware Brands 1997 - 2005
AIG VALIC September 1990 - August 1996
Skills
ERISA, Retirement Planning, Retirement, Employee Benefits, 401k, Defined Contribution
Education
Middle Tennessee State University 1982 — 1986
BBA, Management
Park Place Real Estate July 2015 - Present
RE/MAX Equity Group 2012 - Present
John L Scott Real Estate October 2001 - March 2012
AIG VALIC June 1994 - July 2001
Port of Portland September 1990 - March 1994
Nike May 1986 - September 1990
Skills
First Time Home Buyers, Short Sales, Investment Properties, Investors, REO, Relocation, Condos, Real Estate, Real Estate Transactions, Residential Homes, FHA, Buyer Representation, Single Family Homes, Foreclosures, New Home Sales, Referrals, Listings, Investments
Education
Oregon State University 1969 — 1971
History, Art History
Acquity Group, part of Accenture Interactive November 2010 - Present
HP August 2005 - August 2010
AIG VALIC March 2004 - July 2005
Dell Computer Corp July 1999 - August 2001
Interliant June 1997 - July 1999
Skills
Competitive Analysis, Program Management, Business Planning, Team Building, Strategy Development, Executive Level..., Industry Analysis, Strategy, Cross-functional Team..., Business Case Modelling, eCommerce Strategy, Web Content Management, Digital Governance, Digital Strategy, E-commerce, Business Development, Mobile Devices, Digital Marketing, B2B, Market Analysis, Account Management, Go-to-market Strategy, Strategic Planning, Analytics, Business Strategy, Marketing, Financial Analysis, Management, Consulting
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2003
MBA, Corporate Finance
Duke University 1993 — 1996
BA, History
The Kinkaid School 1989 — 1993
High School, Well-rounded awesomeness
Legrand / Middle Atlantic Products, Inc. July 2015 - Present
American Traffic Solutions July 2014 - June 2015
Nestlé USA December 2009 - June 2013
Nestlé USA August 2007 - November 2009
Party City Corporation August 2005 - December 2006
AIG VALIC August 2003 - October 2004
Pearson Education 2001 - 2002
Novartis Pharmaceuticals 1997 - 2000
Skills
Inventory Management, Strategic Planning, Cross-functional Team..., Sales Operations, Management, Microsoft Excel, Sales Management, SAP, Financial Analysis, Financial Reporting, Strategic Financial..., Access, Accounts Payable, Accounts Receivable, Account Reconciliation, Analytics, Data Analysis, Databases, Hyperion Enterprise, Oracle Applications, SAP Applications, Brio Query, MS Excel Pivot Tables, Macros, VBA, Financial Forecasting, Increased Profitability, Project Management, Analysis, Business Planning, Achieving Results, Building Relationships, Strategy, Variance Analysis, Forecasting, Budgets, P&L, Leadership, Sales, Process Improvement, Hyperion, Financial Planning, Macro
Education
Centenary College
Bachelor of Business Administration (BBA), Management Concentration, 3.8 GPA (Magna Cum Laude)
MCNA Dental October 2011 - Present
HealthHelp 2007 - 2011
ChaseCom May 2007 - December 2008
AIG VALIC February 2000 - May 2006
Skills
Workforce Management, Analytics, Employee Engagement, Customer Experience, Service Delivery, Talent Acquisition, Team Building, Training Delivery, Customer Satisfaction, Call Center, Process Improvement, Account Management, CRM, Call Center Development, Quality Assurance, Business Analysis, Call Centers, Vendor Management, Employee Benefits, Healthcare, Operations Management, BPO, Customer Retention, Training
Education
Lamar University
University of North Texas
National Oilwell Varco July 2014 - Present
National Oilwell Varco November 2011 - July 2014
DePelchin Children's Center March 2008 - November 2011
Healix Infusion Therapy December 2006 - March 2008
Staffmark /Search Services February 2006 - December 2006
AIG Valic April 2004 - January 2006
MCI WorldCom March 2000 - October 2003
Skills
Applicant Tracking..., Human Resources, Recruiting, Employee Relations, Social Media, Sourcing, Cold Calling, Employee Benefits, HRIS, Hiring, Internet Recruiting, Interviews, Management, Job Fairs, Onboarding, New Hire Orientations, Payroll, PeopleSoft, Personnel Management, Policy, Recruitment Advertising, Staffing Services, Temporary Placement, Time Management, Taleo, Benefits Administration
Education
DeVry University
Bachelor of Science, Technical Management; Human Resources Management
University of South Florida September 2008 - Present
USF Federal Credit Union January 2015 - August 2015
Modern Luxury July 2007 - July 2008
AIG VALIC 2000 - 2004
Skills
Web Design, Graphic Design, Desktop Publishing, Business Cards, Posters
Education
Savannah College of Art and Design 2012 — 2015
Bachelor of Arts (BA), Design and Visual Communications, General
Art Institute of Pittsburgh 2010 — 2013
Associate's degree, Graphic Design
Tennessee State University 1989 — 1991
Fountainhead Wealth November 2005 - Present
Arden Park Soccer Club December 2012 - August 2015
AIG VALIC February 2000 - November 2005
New York Life December 1996 - February 2000
Education
Institute of Business & Finance 2009 — 2010
Board Certified in Estates (BCE), Estate and Tax Planning
Boston University 2005 — 2006
Certificate, Financial Planning (CFP Coursework)
Northern Trust Asset Management May 2014 - Present
Penn Capital Management March 2008 - March 2014
Raymond James April 2006 - March 2008
JP Morgan Chase January 2004 - April 2006
AIG VALIC December 2001 - December 2003
Skills
Bloomberg Terminal, Factset, charles river, Equities, Investments, Portfolio Management, Hedge Funds, High Yield, Fixed Income, Analysis, Equity Research, Capital Structure, Charles River IMS, Finance, Mutual Funds, Asset Management, Valuation, Securities
Education
University of Miami - School of Business 2004 — 2006
Master, Business Administration
Robert Morris University 1995 — 2000
Bachelor of Science, Business Administration, Finance
Deakin University 1999 — 1999
International Finance
Allstate November 2014 - Present
AIG-VALIC December 2013 - October 2014
State Farm Insurance January 2009 - April 2013
State Farm Insurance March 2004 - December 2008
State Farm Insurance December 2000 - February 2004
Skills
Property & Casualty..., Insurance, Commercial Insurance, Health Insurance, Umbrella Insurance, General Insurance, Life Insurance, Casualty, Term Life Insurance, Liability, Disability Insurance, Homeowners, Whole Life, Renters, Universal Life, Long-term Care, Fixed Annuities, Roth IRA, Coaching, Entrepreneurship, Negotiation, Cold Calling Experience, Sales Management, Small Business, Building Relationships, Teamwork, Objection Handling, New Business Development, Full-life Cycle..., Sales Process, Salesforce.com, Lead Generation, Results Oriented, Leadership Development, Training, Sales, Leadership, Strategic Planning, Management, Goal Oriented, Team Building, Retirement, Mutual Funds, Retirement Planning, Underwriting, Long Term Care Insurance, Legal Liability, Customer Retention, Financial Services, Recruiting
Education
Lamar University
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
Tulane University - A.B. Freeman School of Business
University of Houston-Downtown
AIG VALIC June 1987 - Present
AIG VALIC June 1987 - September 1996
Baylor University June 1986 - May 1987
Skills
Business Analysis, Visual Basic, .NET, Software Development, SDLC, Vendor Management, Process Improvement, Project Management, Integration, Change Management, Risk Management
Education
Our Lady of the Lake University 2012 — 2014
MBA, Business Administration and Management, General
Baylor University - Hankamer School of Business 1983 — 1987
BBA, Information Systems
PROS August 2014 - Present
Apttus October 2013 - August 2014
Oracle May 2013 - October 2013
Oracle January 2008 - September 2012
RightNow June 2006 - January 2008
AIG VALIC July 2003 - January 2006
Skills
SaaS, Account Management, Direct Sales, Customer Experience, Enterprise Software, Cloud Computing, Lead Generation, Salesforce.com, Customer Retention, Solution Selling, Call Center, CRM, Sales Process, Analytics, Business Development, Product Management, New Business Development, Sales, Sales Management
Education
Ball State University - College of Business 1994 — 1997
business, Marketing
Ball State University 1993 — 1997
B.S, Marketing
Great Point Wealth Advisors, LLC 2009 - Present
Garnet Group, Inc. 2007 - 2009
AIG VALIC 2003 - 2007
Putnam Investments 2000 - 2003
Skills
Retirement Planning, Investment Advisory, Retirement, Strategic Financial..., Finance, Wealth Management, Financial Advisory, Investment Strategies, 401k, Investments, Financial Planners, IRAs
Education
Boston University
Certificate in Financial Planning, Financial Planning
Framingham State University
Bachelor of Arts, Political Science
HCA ICU secretary night shiftArchbold HospitalJune 2012 - October 2013
Presbyterian Hospice April 2010 - October 2011
AIG-VALIC February 1983 - September 2005
AIG - VALIC February 1983 - September 2005
Skills
Nursing, Healthcare, Training, Wound Care, Epic Systems, Pets, Compassion, Drawing, Medical-Surgical
Education
southwest Georgia Technical College 2011 — 2014
ADN - Registered Nurse, Registered Nursing/Registered Nurse
SW Ga Technical College
ADN, Registered Nursing/Registered Nurse, 3.67
Florida State University
Enterprise Products March 2014 - August 2014
Robbins-Gioia, LLC October 2012 - March 2014
Texas Pictures April 2007 - January 2014
Sysco February 2009 - October 2012
Sysco December 2008 - November 2009
Sysco June 2006 - December 2008
AIG VALIC June 2005 - June 2006
VALIC April 2001 - June 2005
VALIC August 2000 - March 2001
VALIC December 1999 - July 2000
Skills
SAP Records Management, Livelink, Perectus, Business Analysis, Business Process, Visio, BMC Remedy, Enterprise Content..., Microsoft Excel, Microsoft Office, Project Management, SAP, Business Intelligence, Process Improvement, SharePoint, Change Management, Software Documentation, Business Process..., Access, Leadership, ERP, Project Planning, Business Objects, Analysis, Microsoft SQL Server, IT Management, IT Strategy, SQL, Records Management, Business Requirements, Management, Training, Strategy, Program Management
Education
LeTourneau University 2000 — 2004
BA, Business Administration
San Jacinto College
Uvalde High
Diploma
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division March 2009 - Present
Heartland Institute of Financial Education June 2012 - Present
AIG VALIC October 2007 - February 2009
Infinity Financial Group, LLC September 2006 - July 2007
AEGON - Western Reserve Life May 2005 - July 2006
AEGON - Western Reserve Life October 2001 - May 2005
Secure Futures, Inc. March 1995 - October 2000
Pinellas County Schools August 1990 - June 1997
Florida Department of Corrections June 1982 - August 1990
Skills
Sales Management, Public Speaking, Organizational..., Market Development, Financial Advisory, Annuities, Insurance, Long Term Care, Consultative Selling, Mentoring, Coaching, Retirement Planning, Employee Benefits, Team Building, New Business Development, Strategic Planning, Business Planning, Mutual Funds, Financial Planning, Term Life Insurance, Leadership Development, Team Leadership, Retirement, Customer Relations, Succession Planning, Sales Support, Call Center, 401k, Fundraising, Problem Solving, Portfolio Management, Direct Sales, Securities, Investments, Hiring, Competitive Analysis, Marketing Strategy, ERISA, Buy-sell Agreements, Key Person Insurance, Deferred Compensation, IRAs, Qualified Retirement..., Strategic Financial..., Fixed Annuities, Training, Program Facilitation, Customer Service, Small Business, Leadership
Education
Penn State University
B.S., Administration of Justice
University of South Florida
Bachelor of Science (B.S.), Educational, Instructional, and Curriculum Supervision
Midland National Life Insurance Company January 2014 - Present
Sammons Annuity Group July 2010 - January 2014
Table Bay Financial Network April 2009 - July 2010
Jackson National Life June 2004 - January 2009
Jackson National Life July 2004 - June 2006
AIG VALIC June 1998 - October 2002
Skills
Fixed Annuities, CRM, Series 6, Series 63, Leadership, Insurance, Risk Management, Sales, Sales Operations, Investments, Training, Financial Services, Organizational..., Retirement Planning, Retirement, Mutual Funds, Wealth Management, Variable Annuities, Sales Management, Marketing Strategy, Marketing, 401k, Sales Strategy, Coaching, Mentoring, Strategic Planning, Lead Generation, Income Planning, Business Building
Education
Colorado State University 1994 — 1998
BA, Business Administration
Smoky Hill High School 1990 — 1993
Mount Sinai Beth Israel December 2014 - Present
Montefiore Medical Center July 2009 - December 2014
Dobbs Ferry Community Hospital May 2009 - January 2010
In Search of New Employment… January 2009 - April 2009
AIG Valic July 2008 - January 2009
Self-Employed April 2007 - July 2008
LAW OFFICE OF TERRANCE P. BAGGOTT May 2005 - March 2007
TIAA-CREF July 1993 - August 2004
TIAA-CREF 1996 - 1998
TIAA-CREF 1993 - 1996
Skills
Budgets, Project Management, Forecasting, Team Building, Analysis, Process Improvement, Business Analysis, Vendor Management, Software Documentation, Risk Management, Strategic Financial..., Insurance, PeopleSoft, Change Management, Management
Education
Pace University-Pleasantville/Briarcliff Campus 1988 — 1991
Bachelor of Arts (BA)
Houston Northwest Chamber of Commerce November 2008 - Present
Sam Houston Race Park May 2007 - September 2008
Houston Northwest Chamber of Commerce May 2006 - May 2007
Leading Edge Marketing Communications September 2003 - December 2006
AIG VALIC January 2001 - August 2003
Northwestern Mutual Life January 1986 - January 2001
Skills
Marketing Communications, Business Development, Marketing, Marketing Strategy, Public Relations, Email Marketing, Advertising, SEO, Negotiation, Training, Budgets, Strategy, Management, Sales, Customer Service, Public Speaking, Event Management, Fundraising, Social Media Marketing, Strategic Planning, Team Building, Leadership, Brand Management, Small Business, Recruiting, Event Planning, New Business Development, Direct Marketing, Market Research
Education
Alverno College 1988 — 1991
BA, Business Management and Professional Communications
AIG VALIC June 1993 - Present
AMERICAN INTERNATIONAL GROUP,AIG; VARIABLE ANNUITY LIFE INSURANCE COMPANY,VALIC June 1993 - Present
USAID September 1987 - June 1993
USAID September 1987 - January 1991
Black, Manafort, Stone and Atwater January 1985 - August 1987
United States Senator Roger W. Jepsen January 1983 - January 1985
The International Foundation November 1981 - January 1983
Skills
Politics, Financial Analysis, Action, Direct Sales, Self Starter, International Relations, International..., Foreign Affairs, Foreign Policy, Foreign Relations, Investment Advisory, Political Science, Public Relations, Sales Operations, Management, Investments, Leadership, Series 7, Economics, Financial Advisory, Mutual Funds, IRAs, Retirement Planning, Strategic Financial..., Retirement, Fixed Annuities, Finance, 401k, Government, Wealth Management..., Investment Strategies, Estate Planning, Wealth Accumulation, Series 63, Asset Management, Asset Allocation, Wealth Management
Education
George Mason University 1989 — 1993
Masters, International Transactions
Whitworth University 1976 — 1980
Bachelors Science, Political Studies/International Affairs
General Motors April 2014 - Present
Streamline Health May 2013 - April 2014
SunTrust Bank April 2009 - April 2013
Georgia Pacific Corporation November 2007 - April 2009
AIG Valic August 2005 - November 2007
Skills
Quality Center, User Acceptance Testing, Banking, SDLC, Regression Testing, Risk Management, QTP, Test Management, Quality Assurance, Process Improvement, Test Planning, Business Analysis, Test Cases, Requirements Analysis, Test Strategy, System Testing, Testing, Retail Banking, Software Quality..., LoadRunner, Requirements Gathering, Business Process, Integration, HP QTP, HP Quality Center
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences, General
Gwinnett Technical College
Puffer Sweiven 2013 - Present
Partnervest Financial Group, LLC 2011 - 2012
Pacer Financial January 2010 - July 2010
Meeder Financial May 2008 - October 2008
NEXT FINANCIAL GROUP June 2006 - September 2007
Capitas Financial July 2005 - June 2006
AIG VALIC March 2000 - December 2004
Morgan Stanley February 1999 - January 2000
Skills
Mutual Funds
Education
Baylor University 1994 — 1998
Bachelor of Arts (BA), Financial Planning
Baylor University
Finance and Financial Management Services
UT MD Anderson Cancer Center February 2012 - Present
UT MD Anderson Cancer Center May 1999 - Present
AIG VALIC May 1996 - May 1999
Skills
Healthcare Information..., Informatics, Project Management, HL7, Disaster Recovery, HIPAA, EMR, IT Strategy, EHR, Hospitals, Visio, SDLC, Healthcare, Microsoft SQL Server, Systems Analysis, Process Improvement, Software Documentation, Crystal Reports
Education
Sam Houston State University 1990 — 1994
BA, Mathematics, History
Hargrave High School
MetLife May 2014 - Present
Buck Consultants September 2012 - October 2013
SageView Advisory Group January 2011 - January 2012
Westminster Consulting February 2010 - February 2011
Fidelity Investments May 2005 - March 2009
Fidelity Investments October 2000 - May 2005
AIG VALIC March 1996 - September 2000
AIG VALIC January 1995 - March 1996
AIG VALIC March 1995 - December 1995
GTE Wireless 1994 - 1995
Skills
Consultative Selling, Negotiation, Sales Presentations, Coaching, Languages, Mentoring, New Business Development, Problem Solving, Strategic Planning, Team Leadership, Strategy, Management, Leadership, Business Development, CRM, Investments, Mutual Funds, Risk Management, Series 6, Deferred Compensation, Project Management, 401k, Employee Relations, Retirement, Spanish-speaking, Compensation & Benefit, Human Resources, Series 63, Program Management, Defined Benefit, Employee Benefits, Talent Management, Selling, Consulting, Pensions, Executive Management, Business Planning, Outsourcing, ERISA, Salesforce.com
Education
Sam Houston State University 1991 — 1993
MA, English Literature
Sam Houston State University 1985 — 1991
BM, Liberal Arts
LHS 1982 — 1985
ASafetyNet December 2007 - Present
Pilot Catastrophe Services August 2005 - October 2007
AIG VALIC August 1998 - August 2005
Education
Sam Houston State University 1991 — 1993
NRG Energy September 2015 - Present
Chevron June 2013 - September 2015
Malvern Instruments April 2012 - June 2013
El Paso August 2011 - March 2012
City of Houston August 2005 - June 2011
H&E Equipment Services, Inc. June 2003 - April 2005
AIG VALIC June 2002 - June 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Budgets, Administrative..., Training, Process Scheduler
Education
University of Phoenix 2014 — 2016
Associate's Degree, Concentration in Foundations of Business
Houston Community College 2009 — 2011
General Studies
ERISA Business Intelligence September 2012 - Present
Virtuoso Sourcing Group, LLC April 2013 - Present
Fire & Police Pension Association of Colorado March 2012 - August 2012
ACT 2011 - 2012
TIAA-CREF June 2004 - January 2011
Ave Maria Catholic School September 2004 - May 2008
AIG VALIC August 2002 - December 2003
Great-West Financial November 1992 - August 2002
Citicorp Diners Club 1985 - 1992
Skills
Sales Operations, Proposal Management, Proposal Writing, Proposal Automation, RFP Generation, RFP Design, Qvidian software, RFP Machine Software, Sales Strategy..., New Business Development, Customer Relations, Business Management, Pricing Strategy, Pricing Analysis, B2B services, CRM Software, Business Strategy, Business Analysis, Competitive Intelligence, Grant Writing, Grant Research, Grant Development, Presenter, Sales Presentations, Group Presentations, Seminars, Workshop Leader, RFP, Financial Services, Strategic Planning, Business Development, CRM, Leadership, Management, Sales, Strategy, Process Improvement, Lead Generation, Business Intelligence, Recruiting, Marketing, Operations Management, Sales Management, B2B, Customer Service, Negotiation, Grants, CDBG
Education
Colorado State University
Bachelor of Science, Economics
Blue Cross and Blue Shield of MS November 2007 - Present
EXPRESS TAX, LLC November 2005 - August 2007
AIG VALIC April 2006 - May 2007
Skills
Accounting, Insurance, Finance, Microsoft Excel, Process Improvement, Strategic Planning, Healthcare, PowerPoint, Microsoft Word, Health Insurance, Leadership, Customer Service
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
Masters Degree, Accounting and Financial Management
Southern University at New Orleans 1996 — 2001
Bachelors of Science, Business Adminstration
JPMorgan Chase March 2014 - Present
JPMorgan Chase November 2012 - February 2014
JPMorgan Chase October 2007 - November 2012
Outsource Partners International October 2005 - October 2007
DHL September 2004 - July 2005
AIG VALIC January 2001 - September 2004
Cost Plus World Market November 1998 - January 2001
Texas Department of Criminal Justice August 1992 - November 1998
Skills
Banking, Operations Management, Retail Banking, Risk Management, Process Improvement, Leadership, Call Centers, Financial Analysis, Vendor Management, Financial Risk, Financial Services, Change Management, Operational Risk, Finance, Strategic Planning, Project Management, Training, Analysis, Business Process...
Education
Western Governors University 2014 — 2015
Bachelor's degree, Business Management
Sam Houston State University
University of Phoenix Online
Whitley LLP Attorneys at Law November 2011 - Present
USAA September 2014 - January 2015
U.S. Global Investors 2005 - 2011
AIG VALIC 2000 - 2005
Skills
Compliance, SEC filings, Investment Advisory, Hedge Funds, Securities Law, Mutual Funds, Mergers, Securities, Risk Management, Series 7, AML, FINRA, Securities Regulation, Litigation, Corporate Governance, Corporate Law, Asset Managment, Private Equity, Financial Services, Employment Law, Due Diligence, Investments, Insurance, SEC, Product Liability, Licensing, Legal Writing, Joint Ventures, Arbitration, Litigation Management, Legal Research, Insurance Law, Legal Compliance, Class Actions, Mergers & Acquisitions, Intellectual Property, Commercial Litigation
Education
South Texas College of Law 1988 — 1990
law
Sam Houston State University 1983 — 1987
BS, Criminal Justice
Karen DeTorres Financial Management April 2010 - Present
AIG Valic June 1999 - April 2010
Skills
Wealth Management, Retirement, Series 7, Strategic Financial..., Mutual Funds, Investment Advisory, Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Series 63, Investment Strategies, Securities, Portfolio Management
Education
The American College
ChFC
State University of New York Empire State College
Hudson Valley Community College
Blair, Robertson & Associates, P.L.L.C. January 2011 - May 2012
AIG Retirement Services 2007 - 2008
AIG American General 2003 - 2005
AIG VALIC 1995 - 2002
CIGNA Corporation December 1985 - September 1995
Education
University of Houston-Downtown 2009 — 2010
Accounting
Oklahoma State University 1981 — 1985
Business Administration, Organizational Administration
Aflac September 2015 - Present
Intermountain Lift Trucks July 2011 - September 2015
ASIG December 2010 - June 2011
Sunbelt Rentals June 2010 - September 2010
Coastal Material Handling May 2006 - June 2010
Coastal Material Handling July 2001 - May 2006
AIG VALIC April 1999 - July 2001
U.S. Marine Corps November 1986 - August 1996
Skills
Employee Training, Continuous Improvement, Management, Operations Management, Project Planning, Maintenance & Repair, Aircraft, Process Improvement, Marketing, Time Management, Government Contracting, Defense, Engineering, Manufacturing, Military, Problem Solving, Project Management, Team Leadership, Training
Education
Baker College Center for Graduate Studies 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Del Mar College 1987 — 1993
Associate of Applied Science, Industrial Management
Belleville East
Bill Ellis Barbecue & Catering, Inc. April 2008 - August 2014
Barton College January 2011 - May 2013
Career Plus February 2013 - March 2013
Bill Ellis Barbecue & Catering, Inc. April 2012 - June 2012
PDSS (Professional Drug Screening Services) April 2011 - November 2011
Mental Health Association September 2009 - December 2009
Merrill Lynch July 2007 - December 2008
AIG-VALIC April 2005 - June 2007
Capital Bank November 2004 - March 2005
BB&T November 1997 - March 2004
Skills
Financial Reporting, Budgeting, Administration, Audit, Tax, Risk Assessment, Sarbanes-Oxley Act, Accounts Payable, Insurance, Apparel, Cosmetics, Accounting, Internal Audit, Financial Analysis, Internal Controls, Banking, Risk Management, Financial Accounting, Cash Management, Financial Risk, Finance, Process Improvement, Customer Service, Financial Services, Financial Modeling, Corporate Finance, Credit Risk, Microsoft Office, Human Resources, Account Reconciliation, Investments, Accounts Receivable, General Ledger, Sales, QuickBooks, Asset Managment, Payroll, Portfolio Management, Microsoft Excel, Management, Auditing, Budgets, Strategic Financial..., Financial Statements, Financial Planning
Education
Barton College 2011 — 2013
B.S. Accounting; B.S. HR Mgmt; Minor in Finance; Concentration in International Business, Accounting; Finance; International Business; HR Management
IRS Voluntary Income Tax Assistance (VITA) training course 2012 — 2012
Tax Preparation
East Carolina University 2004 — 2005
College of Education: Business Education, 4.0
BB&T Banking School at Wake Forest University 2001 — 2002
Banking & Finance
Cannon Financial's Internal Audit School at UNC-Charlotte 1998 — 2000
Internal Auditing
Atlantic Christian College 1990 — 1991
B.S, Business Administration
Wilson Community College 1986 — 1990
A.A.S., A.A.S. in Accounting; A.A.S. in Business Administration
AIG- Human Resources February 2014 - Present
AIG-Travel Guard April 2012 - February 2014
AIG-VALIC June 2008 - April 2012
PrideStaff 2007 - 2007
Bank of America 2000 - 2007
Skills
Talent Management, Process Improvement, Insurance, Performance Management, Employee Benefits, Recruiting, Business Analysis, Talent Acquisition, Applicant Tracking..., PeopleSoft, Project Management, Visio, Business Process, Training, MS Project, Project Coordination, Business Workflows, Analysis, Interviews, Management
Education
California State University-Fullerton
BA, Business Adminstration, Marketing, Human Resources
Scented Sails LLC March 2010 - Present
Prudential Financial October 2009 - December 2012
AIG VALIC May 1987 - October 2009
Ernst & Young January 1986 - May 1987
Ernst & Young January 1985 - April 1985
Skills
Business Strategy, 401k, Mutual Funds, Insurance, Retirement, Retirement Planning, Investments, Strategic Financial..., Customer Service, Sales Management, Fixed Annuities, Small Business, Succession Planning, Series 7, Estate Planning, Long-term Care, Leadership, Financial Planners
Education
Brigham Young University 1978 — 1985
Macc, Accounting
Rocky's Retreat Canine Health & Fitness Center October 2009 - Present
Edwards Financial Services May 2010 - September 2011
Lincoln Financial Advisors October 2004 - October 2009
AIG VALIC September 2003 - October 2004
PrimeVest Financial Services August 1996 - November 2002
The Provident Bank 1991 - 1995
Skills
Canine Massage, Small Business, Reiki, Training, Management, Team Building, Entrepreneurship, Marketing Strategy, Human Resources, CRM, Budgets, Strategy, Marketing, Customer Service
Education
University of Houston, C.T. Bauer College of Business 1979 — 1982
BBA, Finance
Camden County College 1972 — 1974
AAS, Animal Science Technology
Premier Family Chiropractic 2009 - Present
AIG-Valic 2005 - 2008
Westfield Group/Westfield Insurance 2003 - 2004
Skills
Insurance, Investments, Marketing, Marketing Communications, Non-profits, Marketing Strategy, Event Planning, Event Management, Finance, Nonprofits, Recruiting, Social Networking, Public Speaking, Strategic Planning, Social Media Marketing, Leadership, Public Relations, Fundraising, Customer Service, Social Media, Sales, Management
Education
Indiana University Bloomington 2009 — 2011
MBA, Business, Focus: Marketing
Indiana University Bloomington 2001 — 2005
Bachelor of Science, Communications, Fine Art and Business
McGladrey September 2011 - Present
Blue Water Capital Advisors August 2010 - September 2011
Rotary Club 25 2011 - 2011
Hartland Wind Farm 2008 - 2011
Catfish Parlour 1998 - 2011
AIG VALIC 1991 - 2006
American Express Financial Advisors April 1987 - May 1991
CHS, Inc October 1983 - March 1987
Education
College for Financial Planning 1992 — 1997
University of St. Thomas - Opus College of Business 1984 — 1986
MBA, Business/Finance
The College of St. Scholastica 1979 — 1983
BA, Management
Lincoln
AIG - VALIC October 2014 - Present
AIG - VALIC 2014 - 2015
AIG - VALIC 2014 - 2015
NMS Capital Asset Management, Inc. November 2012 - October 2014
The eMini Trader *( Self Employed )* August 2008 - December 2012
e Display Group / Div of: Abex Exhibit Systems April 2007 - July 2008
Fancy Publications / Bow Tie Inc. September 2004 - March 2007
Advanced Inhalation Revolutions January 2001 - September 2004
RG-Data Inc. / Computer Land March 1985 - December 2000
Skills
Investments, Start-ups, Equities, Risk Management, Lead Generation, Trading, Options, Strategic Planning, Market Research, Marketing Strategy, Account Management, Negotiation, Technical Analysis, Business Strategy, Financial Analysis, Insurance, Capital Markets, Business Planning, New Business Development, Currency, Advertising, B2B, Sales Management, Customer Service, Market Analysis, Team Leadership, Team Building, Business Analysis, Forecasting, Microsoft Office, Credit, Online Marketing, Pricing, PowerPoint, Social Media, Small Business, Day Trading, Product Development, Purchasing, Market Planning, Customer Relations, Budgeting, Excel, Problem Solving, Mentoring, Word, Consultative Selling, FX, Industry Analysis, Commodities
Education
Glendale Community College 2009 — 2010
Economics and Finance, 4.0 GPA
On-Line Trading Academy 2008 — 2009
Equity, Options, Commodities and Currency (FOREX) Trading, Equity, Options, Commodities and Currency (FOREX) Trading
Pasadena City College 2007 — 2008
Marketing and Advertising, 4.0 GPA
Rochester Institute of Technology 1983 — 1986
Bachelors:, Computer Science, 3.8 GPA
Greeece Arcadia 1979 — 1983
Regents Diploma, Business Administration and Management, General
Mother of Sorrows
looking for new job opportunities February 2015 - Present
Gencor pacific April 2012 - April 2014
Staffing Agencies June 2009 - April 2012
AIG VALIC November 2004 - June 2009
Medieval Times December 2001 - September 2003
Skills
Microsoft Office, Excel, Word, Administration, Outlook, PowerPoint, Customer Service, Problem Solving, Event Planning, Lotus Notes, Customer Relations, Teamwork, Time Management, Access, Social Networking, Public Relations, Research, Social Media, Writing, Event Management, Accounting, Budgeting, Public Speaking, Windows, Planning, Administrative Support, Photoshop, Vendor Relations, Inventory Management, Data Entry, Salesforce.com, Editing, Scheduling, Negotiation, Blogging, Supervisory Skills, Team Building, SAP, Databases, Database Administration, Hiring, Vendor, Social Media Marketing, Purchasing, Advertising, Coordination, SharePoint, Non-profits, Office Management, Contract Negotiation
Education
Cypress College
Orange County Business College
AIG Retirement Services August 2006 - Present
AIG VALIC January 2005 - August 2006
Freeman Gregory Communications May 1990 - January 2005
Solid Systems, Inc. November 2000 - May 2001
Metropolitan Transit Authority of Harris County January 1992 - November 2000
Anadarko Petroleum May 1987 - May 1990
Panhandle Eastern Corporation April 1981 - May 1987
Saudi Research and Marketing June 1980 - April 1981
Odessa American July 1979 - June 1980
Killeen Daily Herald October 1978 - July 1979
Education
Baylor University 1974 — 1978
Bachelor of Arts, Journalism/Communication
AIG Advisor Group May 2007 - Present
AIG Advisor Group February 2006 - May 2007
AIG VALIC October 2004 - February 2006
ChaseCom September 2003 - August 2004
ProMark Research October 2002 - January 2003
Education
Sam Houston State University 2002 — 2003
Paradise Island Maintenance April 2010 - Present
Cunningham Lindsey, Inc September 2008 - November 2009
Pilot Catastrophe Services September 2005 - September 2008
AIG VALIC July 1998 - September 2005
Foley's July 1994 - July 1998
United Parcel Service December 1988 - July 1994
US Army January 1985 - January 1991
Education
Sam Houston State University 1991 — 1993
Bachelor, Business Administration; Management
Joliet Junior College August 2005 - Present
Joliet Junior College August 2005 - Present
Teaching Experience August 1992 - Present
AIG VALIC January 2003 - January 2005
Olive-Harvey College August 1999 - May 2002
Chicago State University August 1997 - August 1999
Chicago State Univeristy January 1995 - August 1997
Chicago State Univeristy January 1991 - January 1995
South East Alcohol and Drug Abuse Center January 1989 - January 1991
Skills
Microsoft Office, Microsoft Excel, Training, Microsoft Word, Leadership, PowerPoint, Real Estate Transactions, Management, Research, Sales, Higher Education
Education
Ferris State University
Doctor of Education (Ed.D.), Community College Leadership
Chicago State University
B.A, Psychology
School Guidance and Counseling – Chicago State University
M.S, Education
Huntsman Petrochemical Corp September 2007 - Present
AIG-VALIC October 2005 - September 2007
VALIC and AIG Annuity 1999 - 2007
AIG-VALIC October 1999 - October 2005
Southwestern Professional Institute October 1997 - October 1999
Emerald Foods January 1996 - October 1997
Skills
Training, Customer Satisfaction, Customer Service, Accounts Receivable, Forecasting, CRM, Sales, Payroll, Coaching, Troubleshooting, Account Reconciliation, Databases, Analysis, Insurance, Process Improvement, Management, Time Management
Education
Southwestern Accounting Institute 1997 — 1998
Para Accounting, Accounting
Penn State University 1986 — 1987
Hotel Restraurant Management
Penn State University 1986 — 1987
Principal Financial Group April 2014 - Present
New York Life March 2009 - April 2014
LPL Financial Services (IFMG) January 2003 - March 2009
AIG VALIC 2000 - 2003
Fidelity Federal Bank January 1994 - June 2000
Skills
Sales Management, Team Leadership, Operations Management, Customer Relations, Training & Development, Recruitment/Retention, Marketing Strategy, Business Development, Events, Leadership, New Business Development, Social Networking, Customer Service, Employee Training, Teamwork, Management, Recruiting, Training, Coaching, Sales, Investments, Program Management, Banking, Strategy, Financial Services, Executive Management, Entrepreneurship, Insurance, Marketing, Human Resources, Finance, Analysis, Small Business, Securities, Time Management, Retirement Planning, Fixed Annuities, Retirement, Financial Advisory, Life Insurance, Strategic Financial..., Mutual Funds, Series 7, Long-term Care, Wealth Management, Estate Planning, Financial Planners, Series 63, IRAs, Term Life Insurance
Education
James Madison University - College of Business 1972 — 2000
BS
DISA December 2013 - Present
Department of Veterans Affairs August 2011 - December 2013
Department of Veterans Affairs December 2008 - August 2011
Department of Veterans Affairs February 2006 - December 2008
Department of Veterans Affairs October 2004 - February 2006
AIG VALIC February 2002 - August 2004
The News Group September 1999 - May 2000
Simmons Bedding Company March 1999 - August 1999
Detroit Diesel May 1996 - March 1999
US Navy May 1991 - May 1995
Skills
SharePoint, SharePoint Designer, Microsoft Office..., Website Development, Active Directory, InfoPath, Photoshop, Microsoft Office 2007, Microsoft Office, Computer Security, Software Documentation, ITIL, Computer Maintenance, Software Installation, Web Design, Windows Sharepoint..., InfoPath Forms, Training, Executive Administrative, Office Management, Human Resources, Policy Writing, Process Improvement, Surgical Technology, FrontPage, Technical Support, Visio, Windows 7, Military, Federal Government, Windows XP, System Administration, XP, Analysis
Education
Mount Carmel College 2004 — 2004
Surgical Technology/Technologist
Agilent Technologies December 2010 - Present
4086 Advisors July 2009 - October 2010
Varian, Inc. September 2004 - June 2009
AIG VALIC December 1996 - September 2004
Skills
Administrative..., Visio, PowerPoint, Microsoft Excel, Access, Software Documentation, Budgets, Lotus Notes, Microsoft Word, SAP, Outlook, Accounting, Time Management, Customer Service, Management, Teamwork, Invoicing, Databases, Calendars, Spreadsheets, Travel Arrangements, Administrative...
Education
UCSC Silicon Valley Extension 2013 — 2015
Certificate Program, Administrative and Executive Assistant
College of San Mateo 2007 — 2009
Associate in Arts, Accounting
Half Moon Bay High
Pacific Capital Resource Group October 2014 - Present
MassMutual Financial Group December 2013 - November 2014
The Partners Group April 2013 - December 2013
COUNTRY ® Financial July 2011 - March 2013
Webtrends September 2010 - April 2011
APMC Mortgage June 2003 - December 2008
AIG VALIC November 1997 - July 2003
VanPelt's Christmas Trees October 1990 - January 2003
Skills
Strategic Financial..., Strategic Planning, Insurance, Financial Services, Property & Casualty..., Sales Management, Disability Insurance, Life Insurance, Key Person Insurance, Wealth Management, Retirement Planning, Fixed Annuities, Series 6, Series 63, 401k Rollovers, Investments, 401k, Simple IRA, Estate Planning, Small Business, Business Development, Long-term Care, Strategy, Entrepreneurship, Mortgage Lending, Finance, Retirement, IRAs, Long Term Care Insurance, Financial Planners, Term Life Insurance, Roth IRA, Employee Benefits, Variable Annuities, Financial Planning
Education
George Fox University 1990 — 1994
BS, Economics & Business Administration
Hesston 1988 — 1990
Associate of Arts (A.A.), Business Administration and Management, General
RTI International February 2014 - Present
RTI International February 2007 - February 2014
AIG VALIC December 2004 - January 2007
Sunshine International November 2003 - October 2004
CTS Watch Repair January 2003 - October 2004
Michelle's Fine Jewelry & Gifts December 1998 - August 2000
Skills
Budgets, Outlook, Administrative..., Administration, Forecasting, Project Management, Microsoft Office, Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Customer Service, Process Improvement, Strategic Planning, Research, Leadership, Data Analysis, SharePoint, Analysis, Procurement, Invoicing, Accounts Receivable, Accounts Payable, Visio
Education
Campbell University 2012 — 2017
Bachelor's Degree, Business Administration and Management, General
Durham Technical Community College
Associate's Degree, Business Admin. / Finance
Advisors Asset Management, Inc. November 2014 - Present
Pacific Life Insurance Company October 2010 - October 2014
USAA March 2010 - September 2010
Wells Fargo Advisors, LLC June 2008 - March 2010
ING U.S. Investment Management October 2006 - June 2008
AIG VALIC November 2005 - October 2006
Skills
Advanced Sales, Asset Allocation, Business Planning, Concept Knowledge, Consultative Sales, Estate Planning, Executive Benefits, Family Protection, Financial Products, Income Planning, Life Insurance, Long-Term Care, Public Speaking, Retirement, Retirement Plans, Retirement Planning, Retirement Strategies, Sales, Series 7, Series 63, Survivorship Life, Term Life Insurance, Territory Management, Mutual Funds, Unit Investment Trusts, Separately Managed..., Series 65
Education
Arizona State University, W. P. Carey School of Business
Bachelors Degree
Thomas Jefferson HS
Rockfish/Geometry/Ogilvy January 2015 - Present
OrganizetheChaos.com January 2009 - Present
Havas Worldwide August 2014 - December 2014
closerlook, inc. March 2013 - July 2014
Resolution Media September 2012 - March 2013
Resolution Media 2012 - 2013
AIG VALIC January 2007 - June 2012
AIG January 2007 - June 2012
C2 Media 2005 - 2007
JWT 2004 - 2005
Skills
Social Media, Advertising, Account Management, Customer Relations, Budget Management, Direct Mail, Conferences, Inventory Management, Scheduling, Editing, Negotiation, Cross-functional Team..., Content Management, User Interface Design, Benefits Administration, Materials Management, Process Development, Market Research, Direct Marketing, Marketing Strategy, Marketing Communications, Social Media Marketing, Email Marketing, Market Planning, Digital Marketing, Promotions, Online Marketing, Event Planning, Vendor Relations, Strategic Planning, Budgeting, PowerPoint, Creative Problem Solving, Marketing Research, Copywriting, Customer Service, Word, Research, B2B, Excel, Facebook, Outlook, SEO, Management, Marketing Management, Budgets, Strategy, Online Advertising, Project Management, Marketing
Education
Landmark Education 2012 — 2013
Self Expression and Leadership Training
Southern Illinois University, Carbondale 2003 — 2004
MBA, Marketing
Southern Illinois University, Carbondale 2000 — 2002
Bachelor's of Science, Marketing
Prairie View A&M University 1998 — 2000
Marketing
Strawn Arnold & Associates, Ltd. September 2014 - Present
TL Jones and Associates 2014 - Present
Seton Healthcare Family 2007 - 2014
AIG Valic 2002 - 2007
Barclays Global Investors 1999 - 2001
University of Texas System 1991 - 1998
State of Texas Hospital System 1990 - 1991
State of Texas Youth Commission 1984 - 1990
State of Texas Comptroller of Public Accounts 1974 - 1984
Skills
Strategy, Operational Excellence, Program Innovation, Creative Problem Solving, Higher Education, Financial Services, Healthcare, Human Resources, Leadership, Change Management, Financial Managment, Financial Management, Culture Change, Leadership Development, Business Management, Management, Public Speaking, Team Building, Organizational..., Strategic Planning, Program Management, Consulting, Employee Benefits
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.)
Lamar University
Bachelor of Science (BS)
Ashmore & Associates October 2010 - Present
Law Firm June 2010 - October 2010
Arthur J. Gallagher & Co. June 2007 - June 2010
AIG VALIC June 2006 - June 2007
Skills
Property & Casualty..., Commercial Insurance, Insurance, Account Management, Marketing, Customer Service, Leadership, Sales, New Business Development, Strategic Planning, Underwriting, Selling, Sales Management, Microsoft Excel, Microsoft Office, Microsoft Word, AMS360, Claim, Employee Benefits, Health Insurance, Workers Compensation, Social Networking, Management
Education
Amarillo College 2003 — 2004
Roxane Blake - Nuno Design 2014 - Present
The Organized Elder July 2007 - Present
High Plains Marina/ Lakeside Lodge 1993 - Present
Self 2014 - 2014
The Compass School 1999 - 2004
AIG VALIC 1990 - 2002
Skills
Retirement Planning, Grant Writing, Insurance License in NM..., Long Term Care Planning, Daily Money Management, Educator, Long-term Care, Public Speaking, Teaching, Fundraising, Small Business, Strategic Planning
Education
Emporia State University 1975 — 1976
M.S., Guidance
Kansas State University 1968 — 1971
Bachelor's degree, Education
SHE Created IT (SCI) 2014 - Present
Eat and Drink with Me October 2013 - Present
Jacobs Engineering November 2004 - Present
AIG VALIC May 2002 - July 2004
Skills
Microsoft Office, Event Planning, Teamwork, Public Speaking, Customer Service, Human Resources, Microsoft Excel, Microsoft Word, Office Management, Administrative..., Creative Writing, Time Management, Project Management, Benefits Administration, Social Networking, Leadership, Data Entry, Process Scheduler, Budgets, Employee Relations, Event Management, Project Planning
Education
Georgia State University 2011 — 2014
Bachelor of Arts (BA), Sound Engineering/Film&Video
Atlanta Metropolitan College 2007 — 2011
AA, Mass Communication
ClearPoint Financial Solutions April 2014 - Present
Keller Willams Realty 2012 - Present
robinson realty group March 2009 - Present
self employed 2005 - Present
AIG VALIC March 1999 - July 2007
Skills
Retirement, Uniform Combined State..., Retirement Planning, Series 7, IRAs, Fixed Annuities, Investments, Series 63, Wealth Accumulation, 401k Rollovers, Saving for Education, Series 6, Roth IRA, Variable Annuities, 401k
Education
Morehouse College 1977 — 1982
Bachelor of Arts (BA), PSYCHOLOGY
Oglethorpe University 1995 — 1997
certified financial planner program
Memorial Hermann Health System July 2014 - Present
The University of Texas Health Science Center at Houston August 2012 - December 2013
AT&T January 2012 - August 2012
Omni Hotels May 2009 - January 2012
AIG VALIC March 2008 - April 2009
JPMorgan 2007 - 2008
JPMorgan Chase 2006 - 2007
Second Baptist Church, Houston, TX 2004 - 2004
Skills
Leadership, Sales, Customer Service, Microsoft Office, Team Building, Training, Event Planning, Public Speaking, Microsoft Excel, Strategic Planning, Social Media, PowerPoint, Outlook, Microsoft Word, Team Leadership, Management, Social Networking, Marketing, Budgets, Sales Management
Education
The University of Texas Health Science Center at Houston 2012 — 2013
Bachelor of Science, Nursing
Baylor University 1999 — 2003
B.A., Telecommunications
Lonestar
ADP Payroll Services 2010 - Present
Cox Target Media - Valpak of Boston 2007 - 2009
AIG VALIC 2005 - 2007
Nova Biomedical 2000 - 2004
Job Search Inc 1994 - 2000
Skills
Microsoft Office, Customer Service, Management, Event Planning, Lotus Notes, ADP Payroll, Administrative..., Executive Support, Computer Software..., Start-up Implementation, Recruiting, Lead Generation, Trade Shows, Sales Letters, Accounts Payable, Citrix, Pivotal CRM, Sales&Marketing, Inside Sales, Training, Time Management, Account Management
Education
Middlesex Community College 1995 — 1997
Associates, Communications
Xcel Energy Services May 2001 - Present
Xcel Energy Services October 2009 - May 2010
Applied Industrial Technologies October 2007 - December 2008
Comfort Air Distributing January 2005 - October 2007
AIG Valic March 2004 - August 2004
ARS of Colorado February 2003 - September 2003
Robert Madden Industries September 2000 - October 2002
Xcel Energy Services October 1989 - September 2000
Xcel Energy Services July 1985 - October 1989
Skills
Strategic Planning, Team Building, Customer Service, Management, Process Improvement, Sales, Marketing, Project Management, Sales Operations, Product Development, Negotiation, Energy, Energy Efficiency
Education
Amarillo College
Associates, Criminology
Amarillo College
ASSOCIATE DEGREE, APPLIED SCIENCES
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
Insperity April 2007 - Present
AIG VALIC October 2006 - April 2007
VALIC August 1999 - October 2006
VALIC August 2001 - August 2002
AIG VALIC August 1999 - August 2000
New Caney ISD 1990 - 1994
Shell 1987 - 1990
Skills
Analysis, Onboarding, Strategy, Employee Benefits, Budgets, Retirement, Management, New Business Development, Training, Strategic Planning, Process Improvement, Banking, Access, Negotiation, Small Business, Project Management, Forecasting, CRM, Mergers & Acquisitions, PeopleSoft, System Administration, Customer Service, Microsoft Office, Team Building, Accounting, Vendor Management, 401k, E-commerce, Risk Management, SDLC, Business Analysis, Microsoft Excel
Education
University of Phoenix 2003 — 2005
MBA, e-Business
Sam Houston State University 1995 — 1997
BA, Political Science
Kingwood College 1993 — 1995
AA, General Studies
Company Confidential November 2011 - Present
ANICO (American National Insurance Company) October 2007 - October 2010
AIG VALIC February 2007 - August 2007
Exxon Mobil Global Information Services November 1997 - June 2003
Ashland Exploration, Inc.; a subsidiary of Ashland Oil, Inc. (now known as Ashland, Inc.) August 1983 - September 1997
Skills
PL/1, IMS DB/DC, DB2, COBOL, z/OS, QMF, JCL, Business Analysis, IBM Mainframe, Software Documentation, Databases, MVS, Testing, Quality Assurance, Systems Analysis, RACF, Database Design, OS/390, Analysis, Program Management, Operating Systems, Programming, CICS, SQL, TSO, Mainframe, Access, Training, TSO/ISPF, ACF2, IMS and DB2 database..., Accounting, BMC Remedy, BMC Change Manager, BMC Catalog Manager
Education
Rice University
Mathematics
Rice University
B. A., Mathematics
Northwestern Mutual January 2015 - Present
JDA Software October 2012 - December 2014
Allstate July 2012 - October 2012
Johnson Controls February 2011 - July 2012
Normal Modes June 2010 - February 2011
RedPrairie October 2009 - May 2010
Velocity Futures October 2008 - May 2009
Chevron March 2007 - May 2008
IFMA July 2006 - March 2007
AIG VALIC October 2001 - 2006
Skills
Axure, OmniGraffle, Visio, Photoshop, Illustrator, HTML, CSS, Dreamweaver, Wireframes, Rapid Prototyping, Agile Methodologies, Information Architecture, Usability Testing, Usability, User-centered Design, User Experience Design, User Experience, Interaction Design, Web Design, Graphic Design, Project Management, User Interface Design, XHTML, Accessibility
Education
Purdue University 1991 — 1995
BA
Tremper High School 1988 — 1991
Hodges-Mace, LLC September 2005 - Present
AIG VALIC August 1997 - September 2005
Flow Products April 1995 - April 1997
Noble Drilling 1992 - 1995
Skills
Benefits Administration, Employee Benefits, HRIS, Project Management, Retirement Benefits, Training, Outlook, Salesforce.com, Team Building, Leadership, Business Analysis, Strategic Planning
Education
Sam Houston State University 1988 — 1991
B.S.
Lon Morris College 1986 — 1988
A.A.
AIG VALIC October 2007 - Present
Chartres General Management November 2005 - August 2007
Merrill Lynch & Company August 2004 - October 2005
United Way, Inc. September 1996 - July 2004
Moore Business Forms 1985 - 1990
Skills
Leadership, Management, Business Development, Fundraising, Business Strategy, New Business Development, Direct Marketing, Negotiation, Finance, Customer Service, Management Consulting, Direct Sales
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2003
Master of Business Administration (MBA)
The American Film Institute Conservatory 1994 — 1994
TV Writer's Summer Workshop
American University 1990 — 1993
MA, Film & Video
University of California, Los Angeles 1980 — 1984
BA, English, Political Science
Portland Public Schools
Athene USA June 2015 - Present
Athene USA (formerly Aviva USA) March 2012 - June 2015
Travelers July 2011 - March 2012
Dyson April 2011 - July 2011
Culligan International September 2007 - March 2011
AIG VALIC January 2007 - August 2007
Nationwide Insurance August 2004 - January 2007
Flex Execs - HR Innovations May 2004 - August 2004
Jacobson Group January 2003 - May 2004
NCS Pearson/TSA Homeland Security March 2002 - November 2002
Skills
Talent Acquisition, Behavioral Interviewing, Resource Management, Applicant Tracking..., Onboarding, Budgets, Underwriting, Microsoft Office, Talent Management, Human Resources, Temporary Placement, HRIS, Training, Sourcing, Recruiting, Leadership, College Recruiting, Sales Management
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
Bachelor’s Degree
Kirkwood Community College 1997 — 1999
Associate’s Degree
Solon
Travelers June 2015 - Present
Travelers January 2014 - May 2015
Travelers October 2011 - December 2013
Travelers October 2010 - October 2011
Travelers October 2008 - October 2010
Travelers May 2006 - October 2008
AIG-VALIC July 2004 - April 2006
Thunderbird Global Consulting, Inc. December 1999 - March 2003
American Express March 1997 - March 1998
American Express April 1996 - March 1997
Education
Thunderbird School of Global Management 2004 — 2005
MBA, International Management & Strategic Marketing
American University 1988 — 1992
BSBA, International Business & Marketing
ACE Private Risk Services August 2012 - Present
Travelers July 2006 - July 2012
AIG VALIC September 2000 - July 2006
Education
University of Houston-Downtown 2000 — 2005
Computer Science, Computer Science and Mathematics
Penn State University 1991 — 1995
Vertebrate Physiology
Del Rey Systems & Technology November 2004 - Present
AIG Valic May 2003 - November 2004
Skills
DoD, Security Clearance, Operational Planning, Navy, Aerospace, Analysis, Military, Program Management, Military Operations, Government, Command, Defense, National Security
Education
Southwest Missouri State University 1996 — 1999
Computer and Information Systems Security/Information Assurance
Hilltop High School
Southwestern College
Associate of Arts (AA), Music Teacher Education
MullinTBG July 2013 - Present
Cetera Financial Group February 2010 - June 2013
ING Advisors Network December 2007 - February 2010
Aon / Mercury Insurance October 2006 - December 2007
AIG VALIC August 2004 - October 2006
AIG SunAmerica 1999 - 2004
Skills
Leadership, Insurance, Risk Management, Customer Service, Securities, Training, Process Improvement
Education
California State University-Northridge 1990 — 1992
AIG - VALIC 2013 - Present
AIG - VALIC 2007 - 2013
Allstate 1994 - 2006
Skills
Workforce Planning, Succession Planning, Benefits Administration, Talent Management, Onboarding, Employee Benefits, Leadership, Applicant Tracking..., Talent Acquisition, Insurance, Retirement Planning
Education
Northern Illinois University
Bachelor's degree
U.S. Physiatry October 2012 - Present
Memorial Hermann Hospital September 2007 - October 2012
Triad Hospitals November 2004 - August 2007
HCA Healthcare September 2002 - November 2004
AIG VALIC June 1998 - May 2002
Skills
Healthcare, Project Management, Hospitals, Healthcare Information..., Policy, Revenue Cycle, Analysis, Auditing, Administration, Budgets, Business Analysis, Business Planning, Business Strategy, Clinical Research, Contract Management, Contract Negotiation, EHR, EMR, Epic Systems, HIPAA, Healthcare Consulting, Healthcare Industry, Healthcare Management, Informatics, Insurance, Leadership, Managed Care, Management, Medicaid, Medical Billing, Medicare, Meditech, Nonprofits, Performance Improvement, Physician Relations, Physicians, Practice Management, Process Improvement, Project Planning, Revenue Cycle Management, Training, Credentialing, Executive Management, HL7, Health Policy, Inpatient, Medical Coding, Nursing, Patient Safety, Quality Improvement
Education
Houston Community College 1991 — 1992
MIS Technology
University of St. Thomas (TX) 1988 — 1991
Chemistry
National Society of Leadership & Success 2007 - 2007
AIG VALIC 1997 - 2007
VALIC and AIG Annuity 1997 - 2007
AIG Retirement Services 1997 - 2006
VALIC 1997 - 2006
Security First Group 1985 - 1997
Education
California State University-Los Angeles 1961 — 1964
Los Angeles City College 1962 — 1963
Burr Pilger Mayer (BPM) August 2014 - Present
Lincoln Financial Advisors January 2012 - August 2014
AIG VALIC November 2006 - December 2011
Loyola Marymount University August 2004 - May 2005
Skills
Retirement Planning, Investment Advisory, Wealth Management, IRAs, Retirement, Wealth Accumulation, Uniform Combined State..., Mutual Funds, Asset Allocation, Investment Strategies, 529 Plans, 401k Rollovers, Series 7, ETFs
Education
Loyola Marymount University 2002 — 2004
Master of Arts (M.A.), Philosophy
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.), German Studies
AIG Valic 2004 - 2007
Edward Jones 2001 - 2004
CoreExpress 2000 - 2001
Primary Networks 2000 - 2000
Milgo Solutions 1984 - 1999
Racal Datacom 1984 - 1999
Racal-Milgo 1984 - 1999
NextiraOne 1984 - 1999
Education
Ball State University - College of Business 1970 — 1974
AIG VALIC Financial AdvisorNational Association of Asian American Professionals1996 - Present
Education
California State University-San Marcos - College of Business Administration
Berlin Steel Construction Company February 2015 - Present
C.H. Nickerson and Company September 2013 - February 2015
Industrial Air Flow Dynamics, Inc. October 2009 - September 2013
ThermoSpas August 2006 - October 2010
Environmental Management Consultants March 2009 - May 2009
CT Safety Society 2008 - 2009
AIG VALIC February 2005 - February 2006
Skills
Customer Relations, Budgeting, Customer Service, Team Building, EPA, Budget, Leadership, Manufacturing, Auditing, Microsoft Excel, New Business Development, Contract Negotiation, Employee Relations, Management, Budgets, EHS, Emergency Management, Change Management, Supervisory Skills, Safety Management..., Employee Training, Microsoft Word, Risk Assessment, Operations Management, Process Improvement, Industrial Hygiene, HAZWOPER, Project Management, Team Leadership, Risk Management, Coaching, Strategic Planning, Training, Construction, Microsoft Office, Program Management, Facilities Management, Occupational Health, Environmental Awareness
Education
Central Connecticut State University 1999 — 2004
Bachelors, Business Management
Terry Sanford High School 1995 — 1999
Diploma, Leadership
AIG VALIC March 2008 - Present
PricewaterhouseCoopers September 2006 - September 2007
AIG VALIC 1990 - October 2002
Skills
Visio, Analysis, Process Improvement, Mainframe, COBOL, Business Analysis, Microsoft Excel, Software Documentation, Accounting
Education
University of Houston 2004 — 2006
masters, accountancy
Rice University 1978 — 1982
Bachelor of Arts, Managerial Studies
Mimeocase.com January 2012 - Present
CMT Enterprises August 2008 - Present
Recruiting Reps August 2008 - Present
Cmt Investments June 2007 - Present
Physician placement firm March 2007 - 2014
John Hancock Financial February 2007 - August 2008
World Ventures 2008 - 2008
53Rd Securities November 2004 - February 2007
53rd Securities November 2004 - February 2007
AIG VALIC 2002 - 2004
Skills
Investments, Strategic Financial..., Retirement Planning, Wealth Management, Insurance, Asset Managment, Portfolio Management, Mutual Funds, Financial Analysis, Series 63, Series 7, Fixed Annuities, Financial Advisory, Equities, Financial Services, Financial Modeling, Securities, Banking, Strategic Planning, Asset Allocation, Estate Planning, Finance, Sales, Investment Strategies, Wealth, Marketing, Financial Markets, Trading, Retirement, IRAs, Life Insurance, 401k, Executive Management, Recruiting, Employee Benefits, Long-term Care, Disability Insurance, Business Planning, Investment Advisory, Alternative Investments, Entrepreneurship, ETFs, Bonds, Small Business, Asset Management, Financial Planners, Investor Relations, Management, Mergers & Acquisitions
Education
College for Financial Planning 2005 — 2008
CFP, Cfp Program
Tennessee State University 1991 — 1992
Middle Tennessee State University 1988 — 1990
NYC Department of Education August 2007 - Present
Federation of Multicultural Programs August 2007 - Present
AIG VALIC October 2006 - July 2007
Project GRAD Atlanta September 2004 - April 2006
United Way of Metropolitan Atlanta February 2002 - April 2004
Education
Clark Atlanta University
M.S., Counseling
Clark Atlanta University
B.A., Psychology
City University of New York City College
AICPA June 2010 - Present
AICPA March 2007 - June 2010
Duke University Press October 2005 - March 2007
Thomson Dialog 2004 - 2005
AIG Valic 2003 - 2004
Skills
Process Improvement, Microsoft Excel, Budgets, Outlook, Microsoft Word, Forecasting, Microsoft Office, Strategic Planning, Management, PowerPoint, Project Management, Team Building, Leadership, Personal Finance, Coaching, Tax Preparation, Customer Service, Change Management, Accounting, Human Resources, Operations Management, Recruiting, Business Development, Sales, Access
Education
New York Institute of Technology-Old Westbury
MBA, Business Management
State University of New York College at Fredonia
BS, Business Marketing
The Vanguard Group April 2008 - Present
AIG VALIC March 1978 - December 2007
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Financial Services, Retirement, Investments, Relationship Management, 401k, Sales, Series 6, Leadership, Salesforce.com, Insurance, Securities, Cold Calling, Account Management, Asset Allocation
Education
Salem State University 1971 — 1974
Salem State University 1971 — 1974
BA, Political Science
McLean household May 2014 - Present
First Community Bank, NA July 2011 - May 2014
BBVACOMPASS March 2006 - July 2011
BBVA Compass March 2006 - July 2011
AIG VALIC August 2004 - March 2006
Skills
CRM, Portfolio Management, Banking, Management, Investments, Marketing, Analysis, Finance, Retail, Relationship Management, Financial Services, Sales Management, Risk Management, Sales, Business Development, Leadership, Team Building, New Business Development, Strategy, Team Leadership, Strategic Planning, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Lines Of Credit, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Process Improvement, Project Management, Retail Banking, Small Business Lending, Wealth Management, Series 63, Series 7
Education
Baylor University 1999 — 2001
B.A, American Studies
Baylor University
Bachelor of Arts (B.A.), American Studies
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
Jacobs Technology January 2009 - Present
AIG VALIC January 2005 - October 2007
Putnam Investments October 2002 - May 2004
KPMG Consulting June 2000 - April 2002
Education
Auburn University 1999 — 2000
MBA, Finance & Investments
United States Military Academy at West Point 1988 — 1992
Arlington County May 1999 - Present
Arlington County May 1999 - September 2007
CACI October 1997 - May 1999
AIG VALIC January 1996 - September 1997
United States Army Reserve November 1984 - August 1990
Skills
Integration, Software Documentation, Databases, Project Management, Government, Business Analysis, Business Process..., Process Improvement, Software Development, SharePoint, Technical Support, Testing, Disaster Recovery, Oracle E-Business Suite
Education
Prairie View A&M University 1993 — 1995
BA, Information Systems
University of Houston-Downtown 1991 — 1992
Purchasing and Marketing
Santa Fe Community College 1986 — 1988
Associate's degree, Accounting
AIG American General February 2013 - Present
AIG American General July 2007 - February 2013
AIG VALIC August 2005 - July 2007
AIG VALIC August 2002 - July 2005
Education
Sam Houston State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
North Harris Community College 1998 — 2001
Associate of Arts, Business
Darvin Asset Management July 2013 - Present
A&I Financial August 2007 - July 2013
AIG Valic June 2004 - August 2007
Ameriprise Financial Services, Inc. June 2001 - June 2004
Education
Colorado State University 1988 — 1992
Bachelor of Science (BS), Finance, General
PineBridge Investments February 2010 - Present
JPMorgan Asset Management June 2006 - October 2008
AIG Retirement Services February 1996 - May 2006
AIG Retirement Services September 2004 - May 2005
AIG VALIC January 2000 - September 2004
AIG Retirement Services (AIG VALIC) February 2000 - June 2003
AIG American General (American General Life) February 1996 - February 2000
Skills
Relationship Management, Business Development, Marketing Strategy, Project Management, Corporate Communications, Asset Managment, Mutual Funds, Marketing, Financial Services, RFP, Marketing Communications, Asset Allocation, Asset Management, Investor Relations, Due Diligence, Hedge Funds, Strategy, Series 63, Training, Leadership, Process Improvement, Management
Education
Almeda College 2000 — 2001
Bachelor of Science, Business Administration
Wright State University 1991 — 1993
Pharmacy
Lamar University 1990 — 1991
Pharmacy
Department of Behavioral Health and Developmental Disabilities 2014 - Present
Department of Juvenile Justice December 2012 - May 2014
Advance Therapeutic Concepts 2012 - 2013
Alere August 2007 - September 2010
AIG VALIC January 2007 - August 2007
Skills
Event Planning, Customer Service, Community Outreach, Healthcare, Clinical Research, Hospitals, Leadership, Microsoft Office, Disease Management, Teaching
Education
Clark Atlanta University
MSW, Social Work
Jane Aubrey Group, LLC January 2009 - Present
Vorenberg Associates December 2007 - 2008
Direct Lending, Inc. October 2005 - August 2007
AIG Valic January 2005 - December 2005
Skills
Dentistry, Accident, Preventive Medicine, Employee Benefits, Small Business, Insurance, Health Insurance, Retirement, Strategic Planning, Healthcare, Time Management, Finance, Life Insurance, Long-term Care, Term Life Insurance
Education
Oakland University 1999 — 2001
BS, Elementary Education
Oakland University 1980 — 1984
BA, English and Journalism
Majestic Aerotech, Inc VolunteerAREVA Challenge
Sobel & Associates, Inc February 2005 - December 2006
AIG VALIC August 2001 - May 2004
PACCAR Kenworth December 1994 - April 1996
McDonnell Douglas/Boeing April 1985 - September 1994
Education
California State University-Long Beach - College of Business Administration 1988 — 1992
MBA
University of Washington, Michael G. Foster School of Business 1980 — 1984
Bachelor Science, Business
Sears Holdings Corporation March 2012 - Present
AIG VALIC January 2010 - January 2011
Prudential January 2005 - January 2010
Sam's Club June 1996 - October 2005
Sam's Club, Scranton/ Wilkes June 1996 - October 2005
Skills
Retirement Planning, Series 7, Retirement, Fixed Annuities, IRAs, Series 63, Mutual Funds, Uniform Combined State..., Series 6, Wealth Management, 529 Plans, 401k Rollovers, Wealth Accumulation, 401k, Variable Annuities, Asset Protection, Inventory Control, Inventory Management, Leadership, Loss Prevention, PowerPoint, Security
Education
Keystone College 2011 — 2015
Information Technology, IT
Penn State University 2005 — 2009
IST
Lackawanna College
Criminal Justice (Act 120)
Prudential Financial December 2008 - Present
AIG VALIC November 1999 - December 2008
First Union October 1997 - November 1999
Edward Jones September 1994 - October 1997
First Financial Savings Bank August 1989 - August 1994
Education
Appalachian State University 1980 — 1984
BS, Business Administration: Marketing, Management
AIG VALIC May 2009 - Present
AccountPros/Randstad Professionals September 2008 - April 2009
Wachovia February 2007 - January 2008
Skills
Recruiting, Applicant Tracking...
Education
Excelsior College 2007 — 2008
BS, Mgmt of Human Resources
The University of Texas at Austin 1999 — 2001
Computer Science
VALIC 1996 - Present
AIG VALIC 1999 - 2005
Skills
Series 6, Fixed Annuities, Series 63, Series 7, Variable Annuities, Retirement, Mutual Funds, Series 24, Retirement Planning, IRAs, Life Insurance, Term Life Insurance
Education
Prescott College
Bachelor of Arts (B.A.), Psychology
Georgia-Pacific LLC November 2007 - Present
AIG VALIC August 2005 - November 2007
Education
Georgia State University 2004 — 2008
BBA, computer information systems
Freeman Gregory Illustration 2013 - 2015
Freeman Gregory Illustration 2013 - 2015
Freeman Gregory Illustration 2013 - 2015
Variable Annuity Life Insurance Company (VALIC) 2006 - 2014
AIG VALIC 2005 - 2006
Freeman Gregory Communications May 1990 - January 2005
Solid Systems, Inc. November 2000 - May 2001
Metropolitan Transit Authority of Harris County January 1992 - November 2000
Skills
Integrated Marketing, Stakeholder Management, Strategic Communications, Branding & Identity, Collaborative Leadership, Corporate Communications, Executive Management, Crisis Communications, Internal Communications, Marketing Communications, Marketing Strategy, Content Development, Marketing, Financial Services, Strategic Planning, Leadership, Marketing Management, Online Marketing, Proposal Writing, Digital Illustration, Vector Illustration, Technical Illustration, Book Illustration, Organizational..., Adobe Creative Suite, Storyboarding, iPhoto, Social Media Marketing, iWeb, iMovie, Webinar Development, InDesign, P&L Management, Budget Development, Vendor Management, SEO, Brand Architecture, Graphic Design, Creative Direction, Advertising, Strategy, CRM, Management, Business Development, Mutual Funds, Project Management, B2B Marketing, Public Relations, Press Releases, Content Strategy
Education
Baylor University 1974 — 1978
Bachelor of Arts, Journalism/Communication
Baylor University 1974 — 1978
BA, Journalistm
Musey January 2014 - Present
Lyon Street Realty September 2014 - December 2014
AIG VALIC March 2009 - September 2014
Merrill Lynch December 2007 - January 2009
Kilguss Research Institute, Women and Infants Hospital April 2005 - September 2007
Yale School of Medicine September 1999 - April 2005
Skills
Retirement Planning, Mutual Funds, Series 7, Investments, Strategic Financial..., Retirement, Securities, Wealth Management, Fixed Annuities, 401k, IRAs, Portfolio Management
Education
Aarhus Universitet
Doctor of Philosophy (Ph.D.), Physiology
University of Alberta
Bachelor of Science, Molecular Biology
EY September 2014 - Present
Cadence Group at Delta Air Lines November 2009 - December 2013
Delta Air Transport Heritage Museum January 2009 - December 2010
Cambridge Staffing September 2009 - January 2010
Robert Half Legal March 2009 - December 2009
Littler Mendelson, PC June 2007 - July 2008
Strickland Brockington Lewis, LLP June 2005 - June 2007
AIG/ VALIC April 1997 - October 2004
Waldenbooks June 1985 - September 1996
Skills
Management, Aviation, Process Improvement, Editing, Data Entry, Legal Assistance, Microsoft Office, Marketing, Leadership, Training, Customer Service, Aircraft, Courts, Spreadsheets, Mergers & Acquisitions, Databases, Proofreading, Records Management, History, American History, Historical Research, Geography, Physical Geography, Aviation History, Books, Bookselling, Retail
Education
The University of Georgia 1988 — 1991
BA, US History, Geography
Mercer University 1994 — 1996
Education, Teacher Certification
Embry-Riddle Aeronautical University 1982 — 1984
Aeronautical Sciences
BeneSys, Inc. May 2009 - Present
AIG VALIC June 2000 - April 2009
Freedom One Financial Group October 1993 - June 2000
Education
Cleveland State University 1982 — 1986
BBA, Finance
BBVA Compass 2011 - Present
UAB Medical West April 2010 - June 2011
AIG VALIC July 2000 - April 2009
Baptist Health Centers, Inc. 1989 - 2000
Skills
Management, Health Insurance, Commercial Lending, Managerial Finance, Investments, Finance, Risk Management, Operations Management, Human Resources, Mortgage Lending, Insurance, Contract Negotiation, Budgets
Education
University of Alabama at Birmingham 1990 — 1994
MBA, Business
Auburn University 1974 — 1979
BS, Agricultural Business
John L Scott Real Estate Financial PlannerValic1996 - 2004
AIG VALIC 1995 - 2003
Education
Oregon State University
MMA-Michigan/Marsh & McLennan Agency LLC company January 2015 - Present
McGraw Wentworth, a Marsh & McLennan Agency LLC company March 2011 - Present
McGraw Wentworth September 2003 - March 2011
Plante & Moran Financial Advisors January 2000 - June 2003
AIG VALIC September 1992 - December 1999
Skills
Employee Benefits, COBRA, Health Insurance, Strategic Planning, Benefits Design, ERISA, Cost Control, Cost Analysis, Mergers, Health Savings Accounts, Health Care Reform, Due Diligence, Voluntary Employee...
Education
Albion College 1988 — 1992
BA, Liberal Arts
Brother Rice High School 1985 — 1988
Rooney Financial Group February 2007 - February 2009
AIG VALIC August 1996 - February 2007
TEMTEX Industries June 1994 - June 1996
Wayne-Dalton Corp. June 1992 - April 1994
Education
Cameron University 1974 — 1979
BS, Business
MassMutual Miami June 2015 - Present
AIG VALIC October 2013 - January 2015
VALIC Financial Advisors, Inc. August 2000 - October 2013
Skills
Strategic Planning, Retirement Planning, 401k Rollovers, IRAs, Customer Service, 529 Plans, Microsoft Office, Public Speaking, Strategic Financial..., Public Relations, Management, Social Media Marketing, Investment Advisory, Retirement, Leadership, Fixed Annuities, Securities, Marketing Communications, College Savings Plans, Event Planning
Education
Montclair State University 1982 — 1985
BS, Business Administration, Marketing & Management
Universal Software Solutions, Inc. January 2015 - Present
AIG December 2012 - June 2014
Mainstay Capital Management April 2012 - December 2012
Signature Management Team LLC March 2007 - November 2010
AIG VALIC September 2004 - March 2007
Skills
Customer Service, Email Marketing, Event Management, Event Planning, Leadership, Marketing, Marketing Strategy, Microsoft Excel, Public Relations, Public Speaking, Social Media, Social Media Marketing, Social Networking, Team Building, Facebook, Small Business, Management
Education
Baker College Center for Graduate Studies 2003 — 2005
Masters, Marketing, HR Mgt., Healthcare Mgt., and Mgt.
VALIC July 2010 - Present
BPA Harbridge August 2007 - November 2008
AIG VALIC July 2000 - July 2007
Skills
Outlook, Call Centers, Training, Mutual Funds, Finance, Pensions, Pension Funds, Fixed Annuities, Trade Finance, Trading Systems, Stocks, Bonds, Mergers & Acquisitions, Management, Series 6, Series 63, Leadership Development, Team Leadership, SAP, Windows, Lotus Notes, Public Speaking, Excel, Microsoft Word, Employee Training, Long-term Customer..., Trading, Customer Service, Social Media, Spreadsheets, Adobe Acrobat, Java, Microsoft Excel
Education
Art Institute of Houston 1989 — 1991
Bachelor of Fine Arts, Digital Filmmaking & Video Production, Audio Production, Editing, Music/Film History
Blinn Jr College
General Studies Major Business Management
AIG VALIC 1989 - 2006
The Jewelry Store 1978 - 1988
Skills
Equities, Coaching, Retirement, Asset Managment, PowerPoint, Investments, Loans, Trading, Organizational..., Series 7, Investment Banking, Mutual Funds, Wealth Management, Pensions, Wealth, Customer Service, Financial Markets, ETFs, Trading Systems, Hedge Funds, Equity Trading, Options, Capital Markets, Trading Strategies, Commodity, Asset Management, Technical Analysis, Mergers & Acquisitions, Risk Management, Investment Advisory, Securities, Bonds, FINRA, Financial Analysis, Arts Administration
Education
California State University-Northridge 1966 — 1970
BA, Spanish
Passaic County Community College April 2014 - Present
Passaic County Community College April 2014 - Present
Merrill Lynch December 2007 - October 2008
AIG Valic June 2006 - December 2007
Skills
Teaching English as a...
Education
Fairleigh Dickinson University 2009 — 2013
Master's Degree, Multi- Lingual ESL, Teaching English as a Second Language
Fairleigh Dickinson University-College at Florham 1989 — 1989
Paralegal Certificate
William Paterson University of New Jersey 1978 — 1983
Bachelor of Science (B.S.), Accounting and Finance
Self employed September 2015 - Present
Coastal Staffing Services LLC September 2013 - April 2015
MARKHAM NORTON MOSTELLER WRIGHT September 2014 - March 2015
BBT Investment August 2012 - May 2013
UBS Financial June 2011 - July 2012
Finley Asphalt & Sealing INC May 2004 - March 2011
Genworth Financial May 2005 - May 2010
AIG VALIC January 2003 - January 2004
BB&T INVESTMENTS January 2001 - November 2003
CHEVY CHASE BANK January 1999 - January 2001
Skills
Insurance, Investments, Retirement Planning, Wealth Management, Series 7, Life Insurance, Long-term Care, Banking, Credit, Loans, Series 63, Disability Insurance, Mutual Funds, Strategic Financial..., CNPR #601662013, Medical Coding..., Finance, Retirement, Financial Planning, Financial Services, Fixed Annuities, Management, Portfolio Management, Sales, Financial Analysis, Leadership, Customer Service, Financial Advisory
Education
SPGO 2015 — 2015
Guardian Certification Training
Florida Gulf Coast University 2013 — 2013
Certificate, Certificate in Medical Coding, 97
University of Kentucky 1985 — 1988
Public Administration, Public Finance, 3.3
University of Kentucky 1973 — 1977
BBA, Finance
NAPSRX
NAPSRX #601622013, Certified National Pharmaceutical Representative
MJ Freeman May 2010 - Present
Florida SouthWestern State College May 2012 - April 2014
Sunset Financial Services, Inc June 2010 - September 2011
AXA Equitable Financial Services May 2009 - May 2010
AIG VALIC December 2000 - May 2009
Davenport University August 1995 - December 1999
UNIDO (United Nations) Austria September 1986 - June 1987
Skills
Long Term Care, Insurance, Annuities, Small Business, Securities, Retirement, Mutual Funds, Retirement Income..., Asset Protection, Financial Planning, Estate Planning, Portfolio Management, Retirement Planning, Budgeting, Wealth Management, Public Speaking, 401k, Investment Strategies, Disability Insurance, Insurance Planning, Asset Allocation, Term Life Insurance, IRA's, Pensions, Annuity, Risk Management, Wealth Transfer, Wealth Accumulation, Group Benefits, Fixed Annuities, Strategic Financial..., Investments, Finance, Series 6, Life Insurance, IRAs, Long Term Care Insurance, Strategy, Financial Advisory, Variable Annuities, Leadership, Financial Planners, Employee Benefits, Long-term Care, Wealth
Education
Webster University, Austria 1985 — 1987
Master's degree, International Business/International Relations
Aquinas College 1983 — 1985
BA, Business Administration, Grand Rapids, Michigan
Insight Global July 2015 - Present
A.D. Susman & Associates August 2013 - October 2014
Kelly Services October 2012 - June 2013
Insight Global May 2012 - June 2012
The Mergis Group November 2011 - December 2011
HTC Corporation July 2006 - July 2010
AIG VALIC November 2001 - January 2006
AIG Valic June 2000 - November 2001
AIG Valic November 1999 - June 2000
Skills
Access, Analysis, SAP, Team Leadership, PeopleSoft, Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Business Objects, Databases, Visio, Word, Problem Solving, Data Reporting, Data Cleansing, RigData, DrillingInfo, Data Migration, Oil & Gas, SharePoint, Microsoft Word, Public Speaking, Team Building, Management, Leadership
Education
Pensacola Christian College 1993 — 1999
Bachelor of Arts, History
AIG-VALIC April 2008 - Present
AIG - American General Securities, Inc. June 2006 - April 2008
AIG- American General Securities, Inc January 2005 - June 2006
Skills
Customer Service, Training, Leadership Development, Marketing, Community Outreach, Social Networking, Strategic Planning, Organizational..., Project Management, Portfolio Management, Financial Modeling, Analysis, Event Planning, Entrepreneurship, Financial Analysis, Microsoft Office, Public Speaking, Management, Leadership, Team Building
Education
University of Houston-Downtown 2015 — 2017
Bachelor of Business Administration (B.B.A.), Enterprise Information Systems
Houston Community College 2002 — 2005
Associates of Arts, General
East Texas Baptist University 1991 — 1993
Not applicabe, Business Administration and Management, General
Avant Financial Group August 2004 - January 2011
Hancock Bank October 2002 - July 2004
AIG - VALIC September 2001 - October 2002
Bank of America July 1998 - September 2001
Skills
Strategic Financial..., Portfolio Management, Loans, Mutual Funds, Finance, Investments, Retirement Planning, Small Business, Fixed Annuities, Financial Planners, Securities, Life Insurance, Financial Services, Retirement, Mortgage Lending, Management, Health Insurance, Disability Insurance, Long Term Care Insurance, Group Benefit Plans, Leadership, Non-profit Volunteering, Volunteer Management
Education
Florida State University 1986 — 1990
BS, Biology
St. Petersburg College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
AIG-American General September 2013 - Present
AIG-Valic September 2012 - September 2013
Franklin Square Capital Partners April 2011 - June 2011
Morgan Stanley Smith Barney March 2010 - March 2011
Edward Jones April 2009 - January 2010
Self Employed September 2007 - March 2009
NFL January 2007 - September 2007
Skills
Asset Allocation, Customer Service, Finance, Financial Advisory, Insurance, Investment Advisory, Investments, Life Insurance, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Strategic Financial..., Wealth Management
Education
University of Rhode Island - College of Business Administration 2005 — 2006
Bachelor's, Marketing, Finance
New Mexico Military Institute 2002 — 2004
Associate's, Business
Reliant Energy /Immerge/The Partnership Firm, Houston, Texas April 2014 - Present
OfficeMax SMB Group December 2012 - Present
TXU ENERGY February 2012 - Present
Cirro Energy February 2008 - February 2012
HUMANA MARKETPOINT January 2006 - January 2007
JPMorgan Chase January 2003 - January 2005
AIG - VALIC January 2002 - January 2003
Principal Financial Group January 2000 - January 2002
Skills
Marketing Strategy, Business Development, Marketing, Cold Calling, CRM, Sales Process, Management, Sales Operations, Selling, Change Management, Sales, Business Planning, Training, Program Management
Education
Grambling State University
Computer Information Systems and Management
University of Oklahoma
Management and Marketing
Self Employed May 2010 - December 2010
Cambridge Investment Research January 2006 - December 2009
AIG VALIC November 1991 - December 2005
Education
Bowling Green State University 1978 — 1982
Bachelor of Science, English/Sociology Dept. of Education
Ensinger Special Polymers January 2012 - Present
AIG VALIC June 2006 - June 2007
Skills
Customer Service, Marketing, Advertising, Data Entry, Sales, Time Management, Process Scheduler, Customer Satisfaction, Leadership, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Inventory Management, Strategic Planning
Education
Sam Houston State University 2007 — 2011
BBA, General Business, Marketing
AIG-Valic April 2011 - Present
Wells Fargo Advisors April 2007 - March 2011
Pfizer Inc February 1990 - March 2007
Skills
Retirement Planning, Series 7, Series 66, Wealth Management, Retirement Income...
Education
Oklahoma City University 1988 — 1989
Master of Business Administration (MBA), General Management
United States Military Academy at West Point 1977 — 1981
BS, General Engineering
AIG VALIC March 2013 - Present
AIG Valic July 2010 - March 2013
AIG Valic January 2009 - May 2010
AIG Valic October 2007 - January 2009
Valic February 2005 - October 2007
Valic May 2000 - February 2005
Valic February 1998 - May 2000
Skills
Access, Securities, Defined Benefit, Pensions, Accounting, Retirement, Accounts Payable, Account Reconciliation, Accounts Receivable, SAP, Microsoft Excel
Education
University of Houston-Downtown
BBA, Accounting
Houston Community College
Associates of Applied Arts
RANDSTAD TECHNOLOGIES October 2012 - January 2014
NATIONAL HEALING May 2008 - January 2012
INTERLINE BRANDS December 2006 - May 2008
PULTE HOMES May 2005 - October 2006
AIG VALIC July 2002 - April 2005
Skills
Process Scheduler, Customer Service, Spreadsheets, Accounts Payable, Time Management, Supervisory Skills, Administrative..., Budgets, Accounts Receivable, Microsoft Word, Management, Microsoft Office, Outlook, Training, Sales
Education
Lake Orion High
Diploma, General Studies
Oakland Community College
Business
Turbo Kick April 2013 - Present
Team Beachbody Independent Business Coach January 2013 - Present
Zumba Fitness Instructor November 2010 - Present
AIG Valic November 2007 - November 2008
Metlife Resources January 2007 - November 2007
Skills
CPR/AED Certified, AFAA Group Exercise..., Zumba® Fitness Basic 1..., Zumba® Fitness Basic 2..., Zumba Toning® licensed, Zumbatomic® licensed, First Aid, Training
Education
Alfred State College - SUNY College of Technology 1998 — 2004
Bachelor of Business Administration (BBA), Financial Services Management
Continental School of Beauty Culture-Olean
Capital One 2006 - 2012
AIG VALIC 2005 - 2006
JPMorgan Chase 2003 - 2005
Capital One 2001 - 2003
Education
Iona College 1992 — 1997
Bachelor of Arts (B.A.), English Language and Literature/Letters
Fordham Preparatory 1988 — 1992
United Methodist Church January 2007 - May 2015
New York Life Insurance Company June 2006 - December 2012
AIG VALIC March 2001 - May 2006
Prudential Preffered June 1997 - January 2001
Boy Scouts of America June 1976 - March 1997
Education
Missouri Valley College 1974 — 1976
BA, Youth Agency Administration
AIG VALIC August 2014 - Present
OrthoAccel® Technologies, Inc. August 2013 - August 2014
Skills
Microsoft Excel, PowerPoint, Accounting, Microsoft Word, Microsoft Office, Outlook, Teamwork, Time Management, Data Entry, Spreadsheets, Event Planning
Education
University of Houston-Clear Lake 2014 — 2016
Bachelor's degree, Accounting
East Early College High school 2010 — 2014
Diploma, Senior
Houston Community College 2010 — 2014
Associate of Arts (AA)
WIS International February 2014 - Present
Cornerstone Multi-Specialty Center July 2013 - December 2013
Home July 2013 - November 2013
Cypress Faibanks ISD August 2007 - June 2010
AIG Valic October 2006 - August 2007
Skills
Customer Service;..., Goal Oriented, Excellent Interpersonal..., Committed to Achieving..., Teamwork, Enthusiastic..., Highly motivated, Great communications..., Work well individually..., Great ability to..., Meet Deadlines, Hard Worker, Love a Challenging Job, Analytical Skills, 10 Key, People Skills, Office Administration, Team-oriented, Fax, Time Management, Student Counseling, Healthcare, Google Groups, Oral & Written..., Data Entry, Spreadsheets, Social Skills, Highly detail oriented, Counseling Psychology, High Organizational..., Insurance, Call Centers, Patience, Human Resources, Access, Diversity Training, Telephone Skills, Teaching, Copying, Diligent, Integrity, Lotus Notes, Special Education, Determination, Resume Writing, Leadership, Fixed Annuities, Administrative..., Business, Organizational Structure
Education
Prairie View A&M University 1997 — 1999
Master of Arts (MA), Counseling
Prairie View A&M University 1983 — 1987
Prairie View A&M University, Bachelor of Business Administration (B.B.A.)
Aida J Rico Attorney at Law 2011 - 2012
Cambridge Investment Research January 2006 - December 2009
AIG VALIC November 1991 - December 2005
AIG VALIC August 1982 - November 1991
Skills
Communication, Time Management, Detail Oriented, Analytical, Outgoing, Articulate, Friendly, Microsoft Office
Education
Bowling Green State University 1978 — 1982
Bachelor of Science (B.S.), English/Language Arts Teacher Education
MainSource Bank November 2011 - Present
U.S. Bank March 2009 - November 2011
AIG Valic May 2006 - April 2008
Skills
Loans, New Business Development, Branch Banking, Credit, Banking, Finance, Consumer Lending, Commercial Lending, Commercial Banking, Small Business Lending, Retail Banking, Loan Origination, Customer Service, Credit Analysis
Education
Ball State University 1985 — 1987
Bachelor of Applied Science (BASc), Marketing
Indiana University East, Richmond 1984 — 1985
Associate of Science (A.S.), Business Administration and Management, General
Unemployed March 2014 - Present
aig valic November 2009 - January 2014
aig /valic 2009 - 2014
Education
Amarillo College 1992 — 1996
Associate of Arts and Sciences (AAS), electronics
Panhandle Texas 1959 — 1971