AIG/VALIC Company
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
New York Life Insurance Company April 2006 - Present
AIG/VALIC 2003 - 2004
Linsco/Private Ledger 2000 - 2003
Skills
Series 7, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Series 63, Sales Management, Financial Analysis, Strategic Planning, Process Improvement, New Business Development, Sales, Business Planning, Call Center, Business Strategy, Team Building, Team Leadership, Asset Managment, Customer Service, Forecasting, Direct Sales, Leadership, Management, Budgets, Finance, Strategy, Selling, Coaching, Investments, Call Centers, Financial Services, Risk Management, Relationship Management, Wealth Management, Life Insurance, Executive Management, Employee Benefits, Training
Education
University of Florida - Warrington College Of Business 2007 — 2009
MBA
University of Massachusetts, Amherst 1980 — 2006
BA, Business Studies
LPL Financial June 2004 - Present
AIG/VALIC January 1992 - June 2004
Skills
Investments, Financial Services, FINRA, Retirement Planning, Retirement, IRAs, Series 7, Fixed Annuities, Investment Advisory, Mutual Funds, Risk Management, Stock Management, 529 Plans, Tax-advantaged..., 401k Rollovers, Estate Tax Planning, Securities, Uniform Combined State..., Registered Investment..., Finance, Roth IRA, College Savings Plans, Variable Annuities, Wealth Accumulation, Series 63, Series 65, 401k
Education
University of California, Berkeley
Bachelor of Arts (B.A.)
Vision 99 2012 - Present
Plan Member Securities January 2009 - Present
Floating Monk.com 2007 - Present
Plan Member - Wealth Management January 2009 - 2012
The Georgian Club October 2009 - March 2011
AIG/Valic October 2001 - September 2007
AIG/Valic January 2001 - January 2007
AIG/Valic January 1999 - January 2001
Merrill Lynch January 1998 - June 1999
Merrill Lynch January 1998 - January 1999
Education
University of Phoenix 2009 — 2011
MBA, Business Administration and Management, A
Georgia State University
BS, Finance
6 Degrees Consulting, L.L.C. October 2008 - Present
TD Bank May 2006 - October 2008
AIG/VALIC 2004 - 2006
Greenwich Estate Management, Inc. 2001 - 2003
DebtTraders, Inc. 2000 - 2001
Lehman Brothers 1997 - 2000
Merrill Lynch January 1987 - August 1997
Skills
Wealth Management, Fixed Income, Marketing Strategy, Investments, Investment Strategies, Sales Process, Alternative Investments, Asset Allocation, Financial Services, Asset Managment, Business Development, Strategy, Asset Management, ETFs, Series 7, Bonds, Mutual Funds, Derivatives, Capital Markets, Retirement
Education
Fordham Gabelli School of Business 1993 — 1996
Fairleigh Dickinson University
Greenwich High School
The Salvation Army January 2015 - Present
L.T. Wood Enterprises, LLC November 2002 - Present
AIG/Valic January 2014 - January 2015
SunTrust Investment Services, Inc. November 2010 - January 2014
Robins Investment & Retirement Services August 2009 - November 2010
Century Bank & Trust July 2008 - July 2009
Smith Barney February 2005 - July 2008
Skills
Investments, Retirement Planning, Leadership, Wealth Management, Finance, Retirement, Financial Advisory, Strategic Financial..., Insurance, Portfolio Management, Sales, Series 7, Mutual Funds, Banking, New Business Development, Credit, Investment Strategies, Investment Advisory, Financial Planning, Financial Analysis, Loans, Securities, Marketing, Series 63, Connecting People, Community Service, Community Outreach, Community Development, Fundraising, Grant Writing
Education
Mercer University
Bachelor of Science, Education; an emphasis in History & English
Mercer University
BS
City of Houston March 2011 - Present
AIG/VALIC January 2000 - March 2010
AIG/VALIC January 1997 - January 2000
AIG/VALIC January 1993 - January 1997
Skills
Invoicing, Auditing, Insurance, Credit, Loans, Customer Service, Payments, Employee Benefits, Life Insurance, Fixed Annuities, Disability Insurance, Health Insurance, Retirement Planning, Retirement
Education
Houston Community College 2010 — 2013
Associated Degree, Human Resource Management
Gwinnett County Public Schools August 2015 - Present
Dekalb County School District July 2011 - July 2015
American General Life and Accident April 2012 - December 2012
Allstate August 2008 - December 2011
AIG/VALIC June 2007 - August 2008
Ross Financial Services February 1988 - June 2007
Financial Media Services, Inc. January 1988 - June 2007
First Union National Bank March 1981 - February 1988
Skills
Insurance, Public Speaking, IRAs, Retirement Planning, Retirement, Non-profits, Fixed Annuities, Educational Consulting, Life Insurance, Personal Finance, Long-term Care, Budgets, Financial Education, Term Life Insurance, Mutual Funds, Disability Insurance, Series 63, Strategic Financial..., Management, Nonprofits, Investments, Financial Services, Marketing, Finance, Sales, Small Business
Education
Capella University 2012 — 2015
Doctor of Philosophy (Ph.D.), Curriculum and Instruction
Western Governors University 2008 — 2011
Masters Degree, Elementary Education
The University of Georgia 1975 — 1979
Bachelor of Arts (B.A.), Journalism
VALIC AIG Life and Retirement June 2014 - Present
SunAmerica Financial Group (VALIC) /AIG January 2010 - June 2014
AIG VALIC August 2007 - February 2009
AIG/VALIC January 2007 - August 2007
KnowledgeBase Marketing June 2003 - July 2005
American General/VALIC July 1985 - October 2002
St. Luke's Hospital March 1984 - July 1985
CAMCO June 1981 - March 1984
Skills
RACF, VANGUARD, TPX,..., Software Documentation, SDLC, Oracle, Integration, Troubleshooting, Mainframe, Analysis, Business Analysis, PL/SQL
Education
Stephen F Austin High School
University of Houston
B.S.
KB ELLIOTT Financial Advisors/ Williams Financial Group August 2009 - Present
VALIC May 1989 - August 2008
AIG/VALIC April 1989 - August 2008
Skills
Retirement Planning, Investments, Financial Advisory, Leadership, Finance, Financial Services, Insurance, Retirement, Fixed Annuities, Mutual Funds, Series 63, 401k, IRAs, Asset Allocation, Uniform Combined State..., Wealth Accumulation, Team Building, 529 Plans, Budgets, Investment Advisory, Employee Benefits, Strategic Financial..., Series 6, Life Insurance, Alternative Investments, Roth IRA
Education
Benedictine University 1965 — 1969
DePaul University Academy 1961 — 1965
AIG/VALIC January 2014 - September 2014
T-Mobile June 2011 - May 2013
Lopez Negrete Communications June 2003 - May 2011
Skills
Interactive Marketing, Integrated Marketing, Multicultural Marketing, Advertising, Creative Strategy, Direct Marketing, Media Planning, Relationship Marketing, Marketing Communications, Interactive Advertising, Social Media Marketing, Outdoor Advertising, Brand Architecture, Creative Direction, Media Buying, Direct Mail, Email Marketing, Brand Management, Customer Insight, Brand Development, Brand Awareness, Mobile Marketing
Education
University of Houston 1998 — 2003
Bachelor's Degree, Consumer Science and Merchandising
The University of Texas Health Science Center at Houston August 2011 - Present
Texas Children's Hospital March 2011 - July 2011
MD Anderson Cancer Center March 2010 - March 2011
Practicum, Usability Evaluator August 2008 - May 2009
MD Anderson Cancer Center January 2001 - January 2009
Lason Information Management, Inc January 2000 - January 2001
AIG/VALIC January 1997 - January 2000
TeleCheck January 1996 - January 1997
Skills
EHR, Informatics, SDLC, SQL, Software Documentation, Process Improvement, Cerner, Troubleshooting, Staff Development, Curriculum Development, Nonprofits, Teacher Training, Curriculum Design
Education
The University of Texas Health Science Center at Houston 2006 — 2009
MS, Health Informatics
Prairie View A&M University 1992 — 1996
B.B.A, Management Information Systems
American Tire Distributors 2012 - Present
UnitedHealth Group May 2009 - February 2011
UnitedHealth Group August 2005 - May 2009
AIG/VALIC 2003 - 2005
M & T Bank 2001 - 2003
Skills
Coaching, Insurance, Contract Negotiation, Budgets, Sales Management, Lead Generation, Selling, Customer Retention
Education
State University of New York College at Brockport 1986 — 1988
BS
Loren R. Cook, P. C. June 2001 - October 2001
Resources Global Professionals April 2001 - June 2001
AIG/VALIC October 1998 - March 2001
Central United Life Insurance Company October 1997 - October 1998
AIG/American General Life Companies March 1990 - October 1997
Skills
GAAP, SEC reporting, Tax Preparation, FASB, Statutory Reporting, Quickbooks, Excel, Fund Accounting, Financial Reporting, Compliance, Microsoft Excel, SEC filings, Internal Controls, Sarbanes-Oxley Act, Auditing, Fixed Assets, General Ledger, QuickBooks, SEC Filings
Education
Texas A&M University
BBA, Accounting
ING Financial Partners December 2009 - April 2011
LPL Financial February 2007 - December 2009
AIG/VALIC October 1980 - November 2006
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Investments, Fixed Annuities, Financial Planners, Life Insurance, Mutual Funds, Long-term Care, Portfolio Management, Business Planning, Finance, Financial Services, Mortgage Lending, 401k, Small Business, Investment Advisory, 401k Rollovers, Asset Allocation, FINRA, Financial Analysis, Financial Planning, IRAs, Insurance, Investment Strategies, Personal Finance, Public Speaking, Securities, Series 6, Series 63, Uniform Combined State...
Education
Chicago State University
BS, Secondary Education/Math
USA
Bachelor's of Science, Secondary Education/Math
Macy's November 2010 - Present
Seafood Wholesalers January 2009 - March 2010
Constellation Energy July 2007 - November 2008
Accountemps April 2006 - July 2007
AIG/VALIC December 1999 - December 2005
Skills
Microsoft Excel, Sales, Leadership, Accounts Receivable
Education
The University of Texas at Austin 1975 — 1978
Education
AIG/VALIC October 2014 - Present
Countryside Country Club, LAFitness and Bally's January 2006 - Present
Independent February 1998 - Present
Matthews Benefit Group January 2012 - August 2014
The Newport Group January 2000 - January 2010
Skills
Retirement Planning, Insurance, 401k, Retirement, Pensions, Employee Benefits, Defined Benefit, ERISA, Pension Administration, Microsoft Excel, Customer Service, Leadership, Microsoft Office, Training, Public Speaking, Coaching, Data Analysis, Strategic Planning, Process Improvement, Financial Analysis
Education
Louisiana State University
NACE International, The Corrosion Society June 2013 - Present
Franks International March 2012 - June 2013
National Oilwell Varco November 2011 - February 2012
Ranger Offshore, Inc. July 2010 - October 2011
The BTS Team February 2006 - February 2008
D.E. Harvey Builders January 1998 - August 2006
AIG/VALIC September 1986 - April 1995
Skills
Payroll, ADP Payroll, Employee Benefits, Great Plains Software, Accounts Payable, General Ledger, Account Reconciliation, Benefits Administration, PeopleSoft, Microsoft Excel, Multi-state Payroll..., Bank Reconciliation, Talent Acquisition, New Hire Orientations, Outlook, Accounts Receivable, Supervisory Skills, Employee Relations, HRIS, Customer Service, Microsoft Office, Accruals, Human Resources, Onboarding, ADP ReportSmith, Year End Accounts, Benefits Reconciliation, Auditing
Education
Houston Community College 2010 — 2012
Assoc. in Business, Accounting
Fidelity Investments September 2013 - January 2014
Presbyterian Healthcare Services November 2005 - June 2011
Sample & Bailey CPAs June 2004 - September 2005
AIG/VALIC August 1997 - August 2003
Skills
Employee Benefits, Defined Benefit, Defined Contribution, 403(b) Plans, Benefit Plan..., Retirement Plan..., Qualified Retirement..., Profit Sharing, Compliance, ERISA
Education
Amberton University
Master of Business Administration (MBA), Business Administration and Management, General
The University of New Mexico
Whimsies September 2011 - Present
AIGValic January 1997 - November 2007
Florida Department of Revenue March 1992 - December 1996
Skills
Sales, Marketing, Coaching, Sales Management, New Business Development, Team Building, Call Center, Business Planning, Credit
Education
New Mexico State University 1990 — 1991
Masters in Public Administration, Budget Analysis