American Century Investments
American Century Companies is a privately controlled and independent investment management firm. Headquarters: Kansas City, Missouri, United States CEO: Jonathan Thomas Founder: James E. Stowers Founded: 1958, Kansas City, Missouri, United States Number of employees: 1,300 (2012) SVPs: Victor Zhang, Joe Schultz
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American Century Investments Employees
Deloitte Consulting LLP January 1998 - Present
American Century Investments January 1993 - January 1998
William M. Mercer January 1990 - December 1992
Business Men's Assurance Company of America April 1988 - December 1989
DST Systems May 1987 - April 1988
Skills
Management Consulting, Organizational Design, Business Alignment, Performance Management, Executive Management, Human Resources, Executive Pay, Talent Management, Employee Engagement
Education
The University of Kansas 1986 — 1990
MA, Organizational Psychology
Baker University 1982 — 1986
BS, Biology, Psychology
'Freelance' January 2015 - August 2015
American Century Investments December 2012 - December 2014
American Century Investments June 2010 - December 2012
American Century Investments October 2008 - June 2010
Skills
C#, HTML5, JavaScript, CSS, Mutual Funds, Investments, Wealth Management, Series 7, Series 63, Asset Allocation, Portfolio Management, Series 6, Finance, Retirement Planning, Financial Services
Education
Centriq Training
Eberhard-Karls-Universität Tübingen 2007 — 2008
University of Missouri-Columbia 2002 — 2008
Bachelor of Arts (B.A.), German Language and Literature
Maggie Shine Series 7 Review
Mi Casa Su Casa May 2012 - Present
Towers Perrin 1996 - 2002
The Graham Company 1994 - 1996
American Century Investments 1992 - 1994
Skills
Business Development, Leadership, New Business Development, Strategic Planning, Marketing, Team Building, Business Strategy, Social Media Marketing, Marketing Strategy, Customer Service, Hospitality Management, Online Marketing
Education
American University 1988 — 1992
Bachelor of Science (BS), International Marketing & Finance
American Century Investments March 2014 - Present
American Century Investments January 2008 - Present
American Century Investments May 2005 - December 2007
Skills
Series 6, Series 63, Mutual Funds, Investment Strategies, Sales, Training, Investments, Asset Allocation, Separately Managed...
Education
Baker University 2001 — 2003
Master's degree
Rockhurst University 1997 — 2000
Bachelor's degree
Community Financial Services Group January 2005 - Present
Belton Regional Medical Center 2012 - Present
Raymore Chamber of Commerce 2013 - 2014
Raymore Chamber of Commerce 2006 - 2007
Edward Jones June 2000 - January 2005
Raymore-Peculiar Citizens for Children Committee 2003 - 2005
World Information Network 1995 - 2005
Raymore Citizen's Advisory Board on Annexation 2003 - 2004
American Century Investments 1990 - 2000
Skills
Mutual Funds, Series 63, Series 7, 401k, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Investment Advisory, Fixed Annuities, Estate Planning, Retirement, Investments, Wealth Management, Strategic Financial..., Finance, Portfolio Management, Insurance, Variable Annuities, Life Insurance, Endowments, Series 6, FINRA, Series 24, 401k Rollovers, Long-term Care, Asset Managment, Equities, Fixed Income, Investment Management, Financial Services, Series 65, Securities, Asset Management, ETFs, Relationship Management, Pensions, Long Term Care Insurance, IRAs, Defined Benefit, Alternative Investments, Wealth Accumulation
Education
University of Missouri-Kansas City 1982 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Avila University 1981 — 1982
Communication and Media Studies
American Century Investments October 2008 - February 2014
Ameriprise Financial Services, Inc. August 2007 - April 2008
Sprint November 2001 - August 2007
Sprint May 1998 - November 2001
US Army 1989 - 1992
Skills
Program Management, Account Management, Sales Management, New Business Development, CRM, Training, Financial Analysis, Investment Strategies, Strategic Financial..., Financial Services, Investment Management, Portfolio Management, Investments, Mutual Funds, Series 7, Customer Experience, Insurance, Asset Allocation, Securities, Marketing, Customer Service, Direct Sales, Strategic Partnerships
Education
The College of Financial Planning 2011 — 2014
Completed CFP certification courses, Certified Financial Planner
Baker University 2003 — 2005
MBA, Business
Baker University 1999 — 2003
BSM, Science in Management
Green Mountain Village Liquors June 2012 - Present
Terrific Products July 2012 - December 2012
Rocky Mountain Electrical & Automation, LLC February 2012 - April 2012
Sapp & Company, LLC November 2007 - July 2010
Denver School of Massage Therapy August 2004 - July 2007
Michael E May 2003 - December 2004
American Century Investments October 2001 - August 2003
Skills
Payroll, Financial Statements, Tax, Bookkeeping, Accounting, Financial Reporting, Microsoft Excel, Financial Accounting, Finance, Account Reconciliation
Education
University of Phoenix 2011 — 2013
Networking
Thomas Jefferson High School 1994 — 1998
Arapahoe Community College
Regis University
Accounting
Tortoise Capital Advisors October 2012 - Present
Waddell & Reed June 2011 - October 2012
State Street June 2008 - June 2011
American Century Investments February 2007 - May 2008
American Century Investments July 2005 - February 2007
American Century Investments July 2003 - July 2005
American Century Investments April 2001 - July 2003
Skills
Investments, Mutual Funds, Equities, Investment Management, Investment Strategies, Bloomberg, Account Reconciliation, Marketing Communications, Product Marketing
Education
Baker University 2009 — 2011
MBA
The University of Kansas 1995 — 2000
Communications, Interpersonal and Organizational
Mariner Retirement Advisors October 2014 - Present
ReDiscover December 2011 - Present
SageView Advisory Group August 2012 - September 2014
M&I Institutional Trust Services, a Part of BMO Financial October 2003 - July 2012
American Century Investments 1998 - 2003
Skills
Retirement, Defined Benefit, Retirement Planning, Mutual Funds, 401k, Defined Contribution, Employee Benefits, Investments, Securities, Insurance, Investment Strategies, Asset Allocation, Project Management, Management, Financial Services, Series 7, Wealth Management, Program Management, Non-profits, Equities
Education
Baker University 1995 — 1997
MBA, Business/Managerial Economics
University of Missouri-Kansas City 1985 — 1990
BA, Communication Studies, Spanish
Southwest High School - KC 1972 — 1980
EMPOWER Retirement 2015 - Present
J.P. Morgan Retirement Plan Services 2009 - 2014
American Century Investments 2004 - 2008
Sprint 2000 - 2004
American Century 1997 - 2000
US Central 1985 - 1997
Skills
Mutual Funds, Marketing, Management, Strategy, Business Planning, Project Management, Budgets, Series 63, Program Management, 401k, Investments, Series 6, Asset Managment, Series 7, Sales, Lead Generation, Product Marketing, Executive Management, Segmentation, Competitive Analysis, Leadership, Relationship Management, Strategic Planning, Investment Management, Portfolio Management, Asset Allocation, Investment Strategies, Alternative Investments, Banking, CRM, Finance, Business Development, Retirement, Analytics, Email Marketing, Training, Wealth Management, Product Management, Strategic Financial..., Securities, Risk Management, Retirement Planning, Market Research, Equities, Investment Advisory, Hedge Funds, Pensions, Vendor Management, Mergers & Acquisitions, Financial Analysis
Education
Avila University
BSBA, Marketing
University of Missouri-Kansas City
Certification, Professional Direct Marketing
University of Wisconsin-Madison
Certification, Management
Honeywell Aerospace March 2015 - Present
Honeywell Aerospace December 2012 - March 2015
Honeywell Aerospace August 2011 - December 2012
Honeywell Aerospace May 2010 - May 2011
Judge Steinle, Maricopa County Superior Courts May 2009 - July 2009
GE April 2007 - November 2007
American Century Investments August 2006 - December 2006
Auto-Owners Insurance May 2006 - August 2006
Klein, DeNatale, Goldner July 2005 - August 2005
Skills
Employment Law, Contract Negotiation, Contract Management, Licensing, Training, Performance Management, Recruiting, Legal Writing, Negotiation, Management, Leadership, Six Sigma, Policy, Legal Research, Analysis, Public Speaking, Process Improvement, Program Management
Education
Sandra Day O'Connor College of Law, Arizona State University 2008 — 2011
Juris Doctor (J.D.), Law
Arizona State University, Barrett The Honors College 2004 — 2008
Graduated with Honors
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelor of Science, Marketing
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelor of Science, Management
Novelis December 2013 - Present
Novelis December 2010 - December 2013
Novelis March 2009 - December 2010
Novelis March 2005 - March 2009
Aquila March 2002 - March 2005
American Century Investments September 1998 - March 2002
Skills
Procurement, Six Sigma, Supply Chain Management, Process Improvement, Supply Chain, Continuous Improvement, Strategic Sourcing, Risk Management, Contract Negotiation, Pricing, SAP, Lean Manufacturing, Management, Analysis, Project Planning, Aluminum, Operations Management, Budgets, Global Sourcing, Purchasing, Supply Management, Negotiation, Forecasting, 5S, Root Cause Analysis, Strategy, Leadership, Project Management, Manufacturing, Investment Management, Investor Relations, Public Speaking
Education
Keller Graduate School of Management of DeVry University 2000 — 2002
Masters, Business Administration & Finance
Baker University 1998 — 2000
Bachelor, Business Administration
Sogeti July 2013 - Present
CSC July 2012 - July 2013
Garmin International July 2008 - July 2012
JPMorgan RPS June 2006 - July 2008
American Century Investments January 2001 - March 2006
Wolf Creek Golf Club July 1987 - August 2002
American Century Investments January 1999 - January 2001
American Century Investments February 1997 - January 2001
Skills
Testing, Quality Assurance, Quality Center, Software Quality..., Test Planning, User Acceptance Testing, Business Analysis, Test Cases, Agile Methodologies, Microsoft SQL Server, Test Automation, SDLC, Integration, Access, Analysis, Visio, Requirements Analysis, SharePoint, Software Project..., SQL, Database Design, Software Documentation, Requirements Gathering, System Testing, MySQL, Performance Testing, Unit Testing, Manual Testing, Relational Databases, Oracle, Business Intelligence..., Data Analysis, Financial Analysis, Test Management, Agile Project Management, Scrum, MySQL database design, Problem Solving, Excel, Managing Database, Mutual Funds, Golf, Visual Studio, Microsoft Test Manager
Education
Baker University 2001 — 2003
Master's, Business Administration
Emporia State University 1994 — 1996
Bachelor's of Science, Business Administration
Fidelity Investments January 2015 - Present
Schwab Private Client Investment Advisory, Inc. November 2014 - January 2015
Charles Schwab July 2008 - January 2015
Fidelity Investments 2007 - 2008
J.P. Morgan 2005 - 2007
Talbots 2001 - 2005
American Century Investments 1993 - 2001
Education
Art Institute of Colorado
University of Denver
Bachelor of Business Administration (BBA), Marketing
PGi June 2007 - Present
American Century Investments 1999 - 2007
Skills
Telecommunications, Call Centers, Managed Services, Account Management, Direct Sales, SaaS, Management, Solution Selling, Sales Management, Product Management, VoIP, Vendor Management, Team Leadership, Salesforce.com
Education
Baker University 2000 — 2001
Bachelor of Science (BS), Business Administration and Management, General
American Century Investments May 2006 - Present
Morgan Stanley January 2005 - May 2006
Skills
Series 7, Series 66, Mutual Funds, Investments, 401k, Fund Of Funds, Retirement, Asset Allocation, Asset Management, Alternative Investments, Financial Services, Fixed Income Strategies, Sales Presentations, Investment Advisory, Investment Management, Series 6, Separately Managed..., Wealth Management
Education
St. John Fisher College 2001 — 2005
Bachelors, Business Management
Baker University 2006 — 2008
MBA, Business Administration
American Century Investments May 2015 - Present
Interactive Data February 2008 - May 2015
Interactive Data February 2007 - February 2008
Interactive Data February 2006 - February 2007
Northwestern Mutual September 2005 - April 2006
Skills
Insurance, Fixed Income, Economics, Event Planning, Access, Microsoft Office, Microsoft Excel, Business Analysis, Customer Relations, Customer Service, Social Media, Entrepreneurship, Lifestyle, Yoga, Teaching, Meditation, Finance, Marketing
Education
Simon Kuznets Kharkiv National University of Economics 2000 — 2005
BS, Accounting and Audit
Baruch College, City University of New York (CUNY)
Bachelor's degree
TIAA-CREF October 2013 - Present
EverBank June 2006 - October 2013
American Century Investments 2003 - 2006
Sprint PCS October 1997 - February 2003
Skills
SEM, Online Advertising, SEO, Strategic Planning, Advertising, Management, Direct Marketing, Integrated Marketing, Lead Generation, Digital Marketing, Database Marketing, Marketing Management, Brand Management, Email Marketing, Product Marketing, Sales, New Business Development, Customer Acquisition, Strategy, Marketing, Running, Long Distance Running, Direct Mail, PPC, Trade Shows, Online Marketing, Customer Retention, P&L Management, Sales Process, Multi-channel Marketing, Leadership, Strategic Partnerships, Segmentation, Marketing Strategy
Education
Avila University 1992 — 1996
BA, Corporate Communication
American Century Investments May 2006 - Present
Deutsche Bank Securities Inc. January 2004 - May 2006
UBS Global Asset Management July 1999 - December 2003
American Express Bank November 1987 - June 1999
Skills
Equities, Investment Management, Portfolio Management, Mutual Funds, Product Development, Investment Strategies, Asset Allocation, Asset Management, Series 7, Securities, Wealth Management, Bloomberg, Investments, Capital Markets, Investment Advisory, Fund Of Funds, Business Development, Credit, Emerging Markets, ETFs, Separately Managed..., Equity Research, Hedge Funds
Education
University of California, Santa Barbara 1986 — 1987
MA
Ateneo de Manila University 1981 — 1985
AB
Xavier School 1969 — 1981
Custom Content Services January 2009 - Present
State Street August 1995 - March 2013
American Century Investments 1993 - 1995
Skills
Mutual Funds, Investments, Alternative Investments, Equities, Financial Services, Bloomberg, Fixed Income, Leadership, Portfolio Management, Strategic Planning, Series 7, Asset Allocation, Process Improvement, Finance, Derivatives, Risk Management, Securities, Management, Financial Analysis
Education
Baker University 1995 — 1997
MBA, Business Administration
William Jewell College 1989 — 1993
BS, Business Administration
SME
SME
Orbital ATK 2015 - Present
Air Line Pilots Association, International 2007 - 2015
MassDevelopment 2004 - 2007
American Century Investments 2000 - 2002
MFS Investment Management 1993 - 1999
United States Trust Company 1988 - 1992
Education
Babson College
BS, Economics
Columbia University - Columbia Business School
MBA, Business Administration
Invest Financial February 2013 - May 2014
Waddell & Reed June 2011 - October 2012
Waddell & Reed 2003 - 2007
Waddell & Reed August 2001 - February 2003
American Century Investments January 1998 - August 2001
UMB Mortgage Co 1994 - 1998
Skills
Series 7, Securities, Mutual Funds, Retirement Planning, Uniform Combined State..., Financial Services, Series 24, Loans, Investments, Retirement, Asset Allocation, Financial Analysis, Risk Management, Relationship Management, Life Insurance, Banking
Education
Baker University 2001 — 2003
MBA, Business
Washburn University 1989 — 1992
BS, Business Administration
American Century Investments November 2014 - Present
American Century Investments June 2006 - October 2014
State of Arizona February 2005 - June 2006
Skills
Internal Audit, Risk Management, Mutual Funds, Internal Controls, Process Improvement, Investments, PeopleSoft, Risk Assessment, Access, Enterprise Risk..., Analysis, Microsoft Excel, Business Analysis, Strategic Planning, Visio, GAAP, Data Analysis, Business Process..., Series 63, Equities, Operational Risk..., Microsoft Office, IT Audit, Leadership, Bloomberg, Project Management, Process Consulting
Education
Arizona State University 2003 — 2005
MPA, Public Administration
Baker University 1998 — 2002
BA, Political Science
ReeceNichols Real Estate January 2009 - Present
just add cake September 2007 - September 2009
Premiere Global Services May 2007 - March 2008
First Horizon Home Loans December 2004 - May 2007
American Century Investments 1998 - 2002
Skills
Real Estate, Selling, Account Management, Mortgage Lending, Customer Service, Investment Properties, Contract Negotiation, First Time Home Buyers, Sales, Marketing, Referrals, Buyer Representation, Residential Homes, Short Sales, Sellers, Foreclosures, Relocation, Condos, Listings, Real Estate Transactions
Education
Baker University 2001 — 2003
Master, Management
The University of Kansas 1992 — 1997
BA, Theatre
Commerce Bank August 2014 - Present
American Century Investments September 2013 - July 2014
American Century Investments June 2010 - September 2013
On Demand Technologies March 2008 - June 2010
Top Resources August 2007 - March 2008
RL & Associates, Inc July 2007 - August 2007
Skills
Investments, Mutual Funds, Series 63, Analysis, Series 6, Finance, Customer Service, FINRA, Securities, Investment Advisory, Asset Management, Salesforce.com, Strategic Financial..., Investment Strategies, Software Lifecycle, Asset Allocation, Financial Services, Capital Markets, Financial Markets, Credit, Credit Analysis, Financial Analysis, Commercial Banking, Banking, Financial Modeling, Financial Risk
Education
Avila University 2009 — 2012
MBA, Finance
Rockhurst University 2005 — 2007
BA, Psychology
William Jewell College 2003 — 2005
Bachelor of Arts (B.A.), Psychology
Shawnee Mission East HS 1999 — 2003
University of Kansas Medical Center March 2011 - February 2015
Waddell & Reed March 2010 - February 2011
American Century Investments October 2001 - November 2008
American Century September 1999 - October 2001
American Century Investments December 1996 - September 1999
American Century Investments 1992 - December 1996
Skills
Marketing Communications, Marketing, Training, Management, Project Management, Sales, Advertising, Public Speaking, Nonprofits, Mutual Funds, Strategic Planning, Leadership
Education
Baker University 1989 — 1991
Bachelor, Business Management
Texas Christian University 1988 — 1989
Business Administration and Management, General
American Century Investments February 2007 - Present
The Central Exchange March 2003 - February 2007
The pH Factor 1998 - 2007
Morningstar Communications Company 1995 - 2007
Medical Review Consultants October 1987 - November 1993
Blue Cross Blue Shield of Kansas City 1984 - 1987
Skills
Strategic Communications, Internal Communications, Marketing, Event Planning, Email Marketing, Marketing Strategy, Organizational..., Event Management, Community Outreach, B2B, Online Marketing, Entrepreneurship, Management, Direct Marketing, Project Management, Coaching, Team Leadership, Account Management, Public Speaking, Fundraising, Strategy, Leadership, CRM, Social Media
Education
Avila University 2010 — 2014
Master's in Organization Development, MA --Organization Development
University of Missouri-Columbia
Bachelor of Journalism, Communication, Journalism, and Related Programs
Hallmark Cards March 2015 - Present
Bradford's Antiques May 2014 - April 2015
It Works Global February 2013 - May 2014
American Century Investments December 2010 - November 2013
Lyon Construction + Design January 2008 - October 2009
Hallmark Cards January 1988 - September 2004
Skills
Customer Service, Access, Outlook, Project Management, Microsoft Excel, PeopleSoft, Process Improvement, Microsoft Office, Sales, Management, Coaching, Lotus Notes, Marketing, Strategic Planning, Team Building, Retail, Budgets, Project Coordination, Microsoft Word
Education
Baker University 2008 — 2010
Business Management
Rockhurst University 1993 — 1998
American Century Investments December 2014 - Present
Morgan Stanley May 2012 - November 2014
SPIN! Neapolitan Pizza March 2010 - August 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office
Education
Avila University 2012 — 2013
Master of Business Administration (MBA), Finance, General
University of Missouri-Kansas City 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
American Century Investments February 2013 - Present
American Century Investments October 2009 - January 2013
American Century Investments October 2008 - September 2009
American Century Investments 2007 - 2008
American Century Investments 2006 - 2007
American Century Investments 2004 - 2006
American Century Investments 2003 - 2004
American Century Investments 2002 - 2003
Midland Loan Services 2000 - 2002
Foreclosure Management Company 1999 - 2000
Skills
Portfolio Management, Equities, Investments, Mutual Funds, Asset Management, Asset Allocation, Financial Services, Series 63, Management, Thought Leadership, Series 6
Education
Kansas State University 2015 — 2017
Currently Pursuing Master of Science in Adult and Continuing Education
Keller Graduate School of Management of DeVry University 1999 — 2003
Master of Business Administration (MBA), Finance
Baker University 1995 — 1998
Bachelor of Arts (B.A.), Business
Adams 12 Five Star Schools September 2010 - Present
Colorado Therapy Associates, LLC June 2005 - August 2013
Wild Oats Markets, Inc June 2002 - November 2004
Wild Oats Markets, Inc. July 2000 - May 2002
FirsTier Bank of Colorado May 1999 - June 2000
American Century Investments September 1998 - April 1999
Skills
Forecasting, Budgeting, Cash Flow, Budgets, Management, Cross-functional Team..., Accounting, Retail, Analysis, Financial Modeling
Education
Arizona State University 1995 — 1998
Bachelor of Science, Finance
Cargill Inc January 2007 - Present
Deephaven Capital Management April 2005 - January 2007
NRG Energy, Inc. November 2002 - March 2005
American Century Investments June 2000 - June 2001
Pacific Gas & Electric 1998 - 2000
NetManage, Inc September 1997 - August 1998
Skills
Financial Modeling, Risk Management, Commodity, Derivatives, Hedging, Finance, Options, Financial Risk, Analysis, Commodity Markets, Commodity Risk..., VBA, Energy, Financial Reporting, Hedge Funds, Market Risk, Equities, Trading Systems, VAR, Financial Analysis, Credit Risk, Leadership, Financial Markets, Project Management, Fixed Income, Bloomberg, Proprietary Trading, Asset Management, Quantitative Finance, Quantitative Analytics, Project Finance, Securities, Budgets, Swaps, Valuation, Economics, Corporate Finance, Energy Markets
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA
Augsburg College
BA
CTP Transportation Products (formerly Carlisle Transportation Products) July 2012 - Present
Carlisle Transportation Products August 2010 - July 2012
UPS Freight January 2010 - July 2010
Keller Williams Realty January 2008 - January 2010
CVS Caremark Corporation November 2004 - December 2007
American Century Investments June 2000 - May 2004
Skills
Process Improvement, Continuous Improvement, Lean Manufacturing, Inventory Management, Supply Chain, Proficient in Microsoft..., Advanced in JD Edwards..., Experienced production..., MRP, Kaizen, SOP, Receiving Operations..., Administrative..., Witness Systems...
Education
Baker University 2011 — 2015
Bachelor of Science in Business Management, Business Administration, Management and Operations
Blue Springs High School 1990 — 1994
High School Diploma
Verhaeghe, Gudenkauf & Associates November 2014 - Present
American Century Investments April 2014 - November 2014
Black & Veatch December 2012 - April 2014
State Street March 2009 - December 2012
State Street January 2008 - March 2009
State Street March 2006 - January 2008
Education
Avila University 2001 — 2003
MBA, Finance
Avila University 1996 — 2001
Bachelor of Arts, Political Science
American Century Investments September 2011 - Present
American Century Investments July 2006 - September 2011
YRC Freight April 2002 - July 2006
ebizmix.com a subsidiary of Hallmark May 2000 - October 2001
Hallmark Cards 1999 - 2000
Hallmark Cards 1996 - 1999
Hallmark Cards 1995 - 1996
Hallmark Cards June 1993 - 1994
Hallmark Cards 1992 - 1993
Hallmark Cards 1989 - 1992
Skills
Process Improvement, Integrated Marketing, Vendor Management, Leadership, Business Analysis, Management, CRM, Marketing, Cross-functional Team..., Program Management, Visio, Strategy, Change Management, Strategic Planning, Project Planning, Financial Services, Project Management, Business Process..., Operations Management
Education
University of Missouri-Kansas City 1988 — 1989
MBA, Direct Marketing
Avila University
BA, Communication Minor: Business
American Century Investments June 2015 - Present
American Century Investments June 2014 - 2015
American Century Investments October 2012 - June 2014
American Century Investments July 2010 - October 2012
G4S November 2009 - July 2010
New England Financial April 2009 - November 2009
MetLife February 2008 - March 2009
The Mutual Fund Store February 2007 - February 2008
American Century Investments September 2006 - January 2007
American Century Investments June 2004 - September 2006
Skills
Call Centers, Strategic Planning, Leadership, Business Analysis, Customer Service, Quality Assurance, Quality Management, Business Process..., Content Writing, Training, Editing, Process Improvement, Customer Experience, Management, Public Speaking, Event Planning, Financial Services, Investments, Mutual Funds, Team Building, Project Management
Education
Full Sail University 2012 — 2013
Master of Fine Arts (M.F.A.), Creative Writing, 3.29 GPA
Baker University 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General, 3.93 GPA
University of Missouri-Kansas City 1998 — 2002
Bachelor of Arts (B.A.), History, "with Distinction" 3.84 GPA
PennWell June 2015 - Present
AFS August 2014 - May 2015
CCK Strategies January 2014 - August 2014
Cerner Corporation June 2013 - January 2014
HYLA January 2012 - June 2013
Front Door Fitness January 2008 - September 2011
American Century Investments October 2007 - April 2010
Skills
Financial Analysis, Finance, Data Analysis, Analysis, Accounting, Forecasting, Budgets, Management, Microsoft Excel, PowerPoint, Program Management, Payroll, Customer Service, Marketing, Process Improvement, Strategic Planning, Training, Personal Finance, Banking, Accounts Payable, Leadership, Business Analysis, Accounts Receivable, Investments, Financial Reporting, Budget Process, Budget, Business Process..., Project Planning, Tax, General Ledger, Strategic Financial..., QuickBooks, Mutual Funds, Financial Accounting, Analytics, Business Strategy, Financial Services, Corporate Finance, Financial Planning
Education
Baker University 2013 — 2015
Bachelor of Business Administration (BBA), Accounting, 4.0
Baker University 2011 — 2013
Masters of Business Administration, Finance, 4.0
Kansas State University
Bachelor of Science, Kinesiology
Great Bend High School
Sprint August 2015 - Present
Gap Inc./Old Navy April 2014 - July 2015
Gap Inc./Old Navy August 2012 - March 2014
Gap Inc./Old Navy February 2010 - July 2012
Gap Inc./Old Navy September 2007 - January 2010
Gap Inc./Old Navy July 2006 - August 2007
Target April 2004 - June 2006
American Century Investments June 1996 - April 2004
Skills
Investigation, Loss Prevention, Leadership, Analysis, Management, Retail, Inventory Management, Store Management, Inventory Control, Visual Merchandising, Merchandising, Store Operations
Education
Baker University 2000 — 2002
Master of Science (M.S.), Management
University of Missouri-Kansas City 1991 — 1994
Bachelor of Business Administration (B.B.A.)
East Central Kansas Community Action Agency June 2009 - Present
Branine Chevrolet Buick December 2007 - March 2010
American Century Investments May 2004 - September 2005
Skills
Nonprofits, Event Planning, Microsoft Office, Community Development, Program Development, Customer Service, Strategic Planning, Team Building, Time Management, Microsoft Word
Education
Avila University 1995 — 1999
Bachelor of Science (BS), Biology, General
Santa Fe High School 1992 — 1995
Mariner Holdings April 2015 - Present
American Century Investments April 2010 - February 2015
American Century Investments March 2008 - April 2010
American Century Investments September 2004 - March 2008
American Century Investments July 2003 - September 2004
American Century Investments February 2002 - September 2003
American Century Investments January 1999 - February 2002
American Century Investments October 1997 - January 1999
Skills
Recruiting, Talent Management, Employee Relations, Project Management, Software Documentation, Financial Services, Relationship Management, Vendor Management, Employee Engagement, Performance Management, Organizational..., PeopleSoft, Human Resources, Workforce Planning, Consulting, Finance, Coaching, Call Centers, Leadership, Strategy, Management, Training
Education
Baker University 2000 — 2003
Master of Science in Management, Masters Degree in Management
Northwest Missouri State University 1991 — 1995
BS, Business Management
Jeppesen August 2009 - Present
Jackson National Life November 2007 - Present
First Data Corporation October 2007 - October 2008
Malenke Barnhart Advertising & Web Agency May 2007 - January 2008
Jackson National Life September 2004 - June 2007
The Monee Group June 2002 - July 2003
American Century Investments September 1996 - June 2003
Skills
Copy Editing, Creative Direction, Keyword Research, Content Management, Dreamweaver, E-commerce, SEO, Editorial, Web Design, Publications, SEM, Web Strategy, Newsletters, Editing, Web Content, Content Writing
Education
The Ohio State University
BA English, Finance Minor
Arapahoe Community College
NACSE Certified Web Master, Web Development
IT4KC October 2014 - Present
Jack Henry & Associates June 2013 - October 2014
Quintiles March 2012 - April 2013
Pittsburg State University December 2009 - December 2011
American Century Investments May 2010 - August 2010
Skills
Troubleshooting, Active Directory, VMware, Technical Support, Windows Server, Network Administration, Windows, XP, System Administration, Windows 7, SharePoint, Citrix, Networking, Help Desk Support
Education
Pittsburg State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Computer and Information Systems Security/Information Assurance
Cass Career Center 2003 — 2007
Information Systems
American Century Investments January 2008 - Present
American Century Investments November 2000 - January 2008
J.P. Morgan March 1998 - November 2000
J.P. Morgan April 1994 - March 1998
Skills
Mutual Funds, Asset Allocation, Investment Strategies, Investments, Investment Management, Asset Managment, Alternative Investments, Equities, Portfolio Management, Series 63, Institutional Investors, Fixed Income, Investment Advisory, Hedge Funds, Wealth Management, Endowments, Bloomberg, Equity Research, Chartered Financial..., Sales Presentations, Series 6, Public Speaking, Asset Management, Financial Advisory
Education
American University 1989 — 1993
Bachelor's degree, Int'l Studies and German
American Century Investments June 2009 - Present
Saint Luke's Health System June 2003 - November 2008
Saint Luke's Health System College of Nursing January 2002 - June 2003
Saint Luke's Health System September 1998 - January 2002
New Mark Care Center May 1992 - September 1998
Skills
Microsoft Project, Cognos, Planview Enterprise, SharePoint, Business Objects, Microsoft Office, Project Management, Program Management, Visio, Project Planning, Customer Service, Event Planning, Leadership, Process Improvement, Operations Management, Management, Strategic Planning
Education
Baker University 2007 — 2010
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, 3.95
Premier, Inc March 2014 - Present
Federal Reserve System October 2011 - January 2014
American Century Investments January 2008 - September 2011
Northwestern Mutual October 2006 - December 2007
KU Network & Communications June 2005 - July 2006
Skills
Analysis, Mutual Funds, Data Analysis, Financial Analysis, Investments, SQL, Business Analysis, Certified Fraud Examiner, Microsoft Office, Crystal Reports, MySQL, Greenplum, Series 63, Asset Allocation, Internal Audit, Asset Managment, Auditing, Portfolio Management, Oracle SQL, Series 6, Portfolio Optimization, Financial Services, AML, Software Documentation, External Audit, Customer Service, Customer Satisfaction, Consulting, Entrepreneurship, Data Entry, Databases, Data Center, Data Mining, Database Design, Analytics, Business Rules, Government, Government Procurement, CRM, PgSQL, Microsoft SQL Server, Asset Management, Project Management, Big Data, Fraud Detection, Business Intelligence
Education
Baker University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Kansas 2002 — 2006
Bachelor's degree, Economics
American Century Investments March 2012 - Present
American Century Investments May 2007 - Present
Skills
Customer Service, Public Speaking, Financial Analysis, Microsoft Excel, Microsoft Office, Risk Management, Event Planning, Analysis, PeopleSoft, Leadership, Finance, Process Improvement, Mutual Funds
Education
Baker University 2010 — 2012
Master of Business Administration (M.B.A.)
University of Missouri-Columbia 2003 — 2007
Bachelor's degree, Interdisciplinary Studies
American Century Investments 1993 - Present
Skills
Series 7, Series 63, Series 65, CMFC, Mutual Funds, Investments, Asset Allocation, Risk Management, Investment Strategies, Asset Management, Equities
Education
Baker University 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of Kansas 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Nationwide Insurance February 2014 - Present
American Century Investments October 2012 - January 2014
American Century Investments October 2010 - October 2012
AT&T Mobility June 2009 - October 2010
Circuit City October 2007 - April 2009
Skills
Customer Experience, Salesforce.com, Customer Retention, Sales, Retail, Call Center, Direct Sales, Customer Satisfaction, Competitive Analysis, Portfolio Management, Strategic Financial..., Change Management, Coaching, Call Centers, Mutual Funds, Investment Strategies, Financial Analysis, Management, Sales Management, Business Intelligence, Relationship Management, CRM, Investments, Leadership, Financial Planning
Education
Avila University
Master of Business Administration (M.B.A.), Finance
Missouri State University
Bachelor's degree, Finance, Real Estate
Truestar Health November 2012 - Present
American Century Investments October 2005 - Present
Circuit Court of Jackson County, Missouri August 1987 - Present
Research Medical Center August 1990 - October 2005
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Public Speaking, Process Improvement, Financial Analysis, Budgets, Project Management, Strategic Planning, Analysis, Leadership
Education
Baker University 2008 — 2010
MA, Conflict Management and Dispute Resolution
University of Missouri-Kansas City 1983 — 1988
BBA, Finance
American Century Investments June 2014 - Present
American Century Investments September 2012 - July 2014
American Century Investments April 2011 - November 2012
American Century Investments July 2009 - November 2011
American Century Investments October 2007 - July 2009
American Century Investments October 2002 - October 2007
American Century Investments September 1995 - October 2002
Skills
Process Improvement, Vendor Management, Business Analysis, Series 63, Call Center, Mutual Funds, Risk Management, Relationship Management, Strategic Planning, Customer Experience, Microsoft Office, Investments, Change Management, Analytics, Series 7, series 24, Finance, Sales, Marketing, Call Centers, Strategic Financial..., Retirement, Financial Services, Management
Education
Avila University 1992 — 1994
MBA, Marketing/Management
Missouri Southern State University 1988 — 1991
Bachelor of Science, Finance and Economics
American Century Investments February 2012 - Present
American Century Investments June 2005 - February 2012
Argo Partners September 2000 - June 2003
Skills
Portfolio Management, Mutual Funds, Investments, Alternative Investments, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA
Amherst College 1994 — 1998
BA, Economics
Kansas Department of Commerce August 2009 - Present
Monarchs Baseball Academy February 2008 - Present
Midland Adventist Academy 2008 - Present
ROSnet October 2012 - December 2012
Beyond Century LLC July 2008 - June 2009
American Century Investments November 1991 - May 2008
Shawnee Mission Medical Center September 1980 - November 1991
Skills
Analysis, ColdFusion, Computer Graphics, Creative Writing, HTML, Lotus Notes, Piano, Programming, Proofreading, Web Design, Microsoft Office, SQL, Leadership, Process Improvement, Software Development, Training, Editing, Access, Photography, Microsoft SQL Server, C#
Education
Andrews University 1975 — 1979
Bachelors of Industrial Technology, Computer major, business minor
Blue Mountain Academy 1971 — 1975
College prep
Centriq Training 2008 — 2009
Web Development C# / ASP.NET / Access 2007
American Century Investments October 2009 - Present
AT&T Advertsing Solutions July 2008 - May 2009
Bank Mortgage Solutions, First National Bank Hays, KS January 2008 - April 2008
North American Savings Bank October 2003 - December 2007
Bank of Blue Valley February 2003 - October 2003
UC Lending October 2002 - February 2003
Bank of Blue Valley February 2002 - October 2002
Esmartloan.com April 2001 - February 2002
Advanta Finance November 1999 - February 2001
Skills
Recruiting, Mortgage Lending, Public Speaking, Human Resources, Management, Program Management, Training, Loans, Underwriting, Sales, New Business Development, Negotiation
Education
Avila University 2014 — 2017
Master's Degree, Organizational Development
Central Missouri State University 1988 — 1991
Bachelors, Management and Marketing
Hickman Mills Sr. High
American Century Investments September 2013 - Present
Bank of Blue Valley February 2013 - September 2013
Bank of Blue Valley August 2012 - February 2013
Skills
Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook
Education
Auburn University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Wells Fargo Home Mortgage April 2012 - Present
CASA of Jefferson and Gilpin Counties September 2011 - Present
Wells Fargo Home Mortgage July 2008 - April 2012
Wachovia Mortgage March 2007 - July 2008
KLC School Partnerships December 2006 - March 2007
Wells Fargo Home Mortgage January 2002 - December 2006
Community Mortgage Group January 2005 - September 2005
American Century Investments January 1997 - January 2002
Skills
Relationship Management, Credit, Loans, Mortgage Lending, Coaching, Needs Analysis, Consumer Lending, Credit Analysis, Non-profit Volunteer, Children's Rights, Training, Program Facilitation, Purchasing, Project Management, Program Management, Direct Sales, Residential Mortgages, Selling, Management
Education
University of Colorado at Denver 2001 — 2002
Management
Arizona State University, W. P. Carey School of Business 1992 — 1996
Bachelor's degree, Purchasing, Procurement/Acquisitions and Contracts Management
American Century Investments September 1994 - Present
Skills
Mutual Funds, Investment Management, Competitive Analysis, Retirement, Asset Allocation, Investment Strategies, Alternative Investments, Portfolio Management, Investments, Equities, ETFs, Asset Management, Fixed Income, Financial Services, Product Management
Education
University of Missouri-Kansas City 1991 — 1992
M.B.A., Finance
Auburn University 1980 — 1984
B.S., Chemical Engineering
Lee's Summit School District February 2010 - Present
First National Bank of Kansas November 2009 - February 2010
American Century Investments February 2006 - May 2008
American Century Investments 2002 - 2006
American Century Investments 1996 - 2002
American Century Investments 1993 - 1996
Tele-Communications, Inc. 1990 - 1993
Blue Springs Bank 1987 - 1990
Education
Avila University 2004 — 2007
The George Washington University - School of Business 2004 — 2005
Master's Certificate, Project Management
Blue Springs High School 1983 — 1987
College preparation
Nebraska Furniture Mart January 2015 - Present
Select Quote Insurance Services, Inc. February 2014 - October 2014
SelectQuote Senior Insurance Services June 2013 - February 2014
Aflac July 2009 - June 2013
Zurich May 2007 - May 2008
Universal Underwriters Group April 2002 - June 2007
KC/IABC 2005 - 2006
American Century 2000 - 2002
American Century Investments 1999 - 2002
Yellow Freight System 1984 - 1999
Skills
Corporate Communications, Insurance, Public Relations, Internal Communications, Strategy, Direct Sales, Long-term Customer..., Management, Marketing Strategy, Project Planning, Performance Management, Leadership, Email Marketing, Direct Marketing, Marketing, CRM, Employee Benefits, Teamwork, Employee Engagement, Strategic Planning, Team Building, Executive Management, Sales Operations, Sales, Marketing Communications, Online Marketing, Event Management, Recruiting, Social Media Marketing, Account Management, B2B, Public Speaking, Training, Time Management
Education
The University of Kansas 1999 — 2003
MS Journalism, Integrated Marketing Communications
Baker University 1989 — 1993
BA, Business Administration
North American Savings Bank November 2003 - Present
American Century Investments 1999 - 2001
JP Morgan 1997 - 1999
Skills
Sales, Credit Analysis, Loans, Financial Analysis, Mortgage Banking, Mortgage Lending, Banking, Strategic Planning, Credit, Customer Service, Finance, Risk Management, Management, Portfolio Management, Real Estate
Education
University of Missouri-Kansas City 1992 — 1996
Bachelor's Degree, Business Administration and Management, General
Baker University 1998 — 2001
MBA, Business
Great-West Financial August 2014 - Present
J.P. Morgan Chase 2012 - Present
J.P. Morgan Chase 2010 - 2012
J.P. Morgan Chase January 2008 - January 2010
J.P. Morgan Retirement Plan Services 2003 - 2008
American Century Investments 1993 - 2003
Yellow Freight 1990 - 1993
Skills
Vendor Management, Project Management, PMO, Business Analysis, Financial Services, Agile Methodologies, Risk Management, PMP, SDLC
Education
Baker University 2002 — 2004
MBA, Business/Finance
Truman State University 1985 — 1989
Computer Science / Accounting
Ameriprise Financial Services, Inc. June 2012 - Present
J.P. Morgan Retirement Plan Services August 2010 - June 2012
JPMorgan 2007 - June 2012
JPMorgan Retirement Plan Services March 2007 - April 2012
JPMorgan Retirement Plan Services 2000 - 2006
JPMorgan / American Century March 1998 - March 2001
American Century Investments May 1992 - August 1998
American Century Investments September 1997 - March 1998
Skills
Series 7, Series 63, Retirement, Marketing, New Business Development, Customer Service, Relationship Management, Business Development, Lead Generation, Sales Presentations, Sales, Strategic Planning
Education
Missouri Southern State University 1984 — 1986
Bachelor's degree, Marketing/Marketing Management, General
American Academy of Dramatic Arts-Los Angeles
American Century Investments Partner/CTOFountain Net1995 - 2001
Black & Veatch 1995 - 1996
Boatman's Bank November 1993 - April 1995
Boatmen's Bank 1993 - 1995
University of Missouri-Kansas City August 1986 - October 1993
UMKC 1986 - 1993
Skills
Application Security, Information Security, Security, Disaster Recovery, Information Technology, Integration, Computer Security, Identity Management, Enterprise Risk..., IT Strategy, Enterprise Architecture
Education
University of Missouri-Kansas City 1983 — 1985
BS, Computer Science
Antioch University 1971 — 1975
BA, Art/Communications
Sprint October 2013 - Present
Sprint Nextel November 2009 - October 2013
. April 2009 - October 2009
Sprint January 2004 - March 2009
Sprint January 2002 - January 2004
Sprint January 2000 - January 2002
Sprint January 1998 - January 2000
American Century Investments January 1994 - December 1997
Education
Avila University 1992 — 1994
MBA, Finance
Minnesota State University, Moorhead 1988 — 1991
BS, Finance
The University of Kansas Hospital March 2013 - Present
The University of Kansas Hospital March 2008 - March 2013
American Century Investments June 1998 - December 2007
American Century 1998 - 2007
Hallmark Cards October 1988 - June 1998
Kansas City Life Insurance Company January 1986 - October 1988
Skills
Publications, Intranet, Crisis Communications, Internal Communications, Strategic Communications, Corporate Communications, Marketing Communications, Newsletters, Speech Writing, Web Content, Media Relations, Communication Training, Communications Planning, Press Releases, Copywriting, Integrated Marketing, Copy Editing, Public Relations, Message Development, Internal & External..., Publicity, Journalism, Reputation Management, Editing, Blogging, Content Development, Advertising, Community Development, Content Strategy, Corporate Branding, Feature Articles, Storytelling, Web Content Management, Content Management, Social Networking, Proofreading, Social Media Marketing, Creative Writing, Social Media, Digital Marketing, News Writing, Technical Writing, Magazines, Direct Marketing, Digital Strategy, Event Management
Education
Avila University
Master's degree, Organizational Development
Central Missouri State University
Bachelor's degree, Mass Communication/Media Studies
Colorado Camper Rental April 2015 - Present
Private 2007 - May 2015
Norwegian Cruise Line 2006 - 2007
Jackson National Insurance Co 2000 - 2006
American Century Investments 1997 - 2000
Janus Funds 1989 - 1994
Skills
Inventory Management, Retail, Customer Service, Customer Satisfaction, Hospitality, Sales Operations, Corporate Events, Sanitation, Hotels, New Business Development, Pricing, Inventory Control, Merchandising, Sales, Food & Beverage, Administrative..., Client Relations, Client Services, Client Development, Client Liaison, Client Education, Client Counseling, Client Assessment, Communication, Marketing, Team Building, Team Leadership, Teamwork, Computer Network..., Interpersonal Skills, Interpersonal..., Employee Training, Training, Management, Client Billing, Multi-line Phone, Investor Relations, Investor Relations..., Investor Reporting, Account Management, Key Account Management, Financial Accounting, Key Account Development, Policy Analysis, Specialist Services, Event Management
Education
Arapahoe Community College
Associate's Degree, Early Childhood Education and Teaching
Baltimore International Culinary College
Baking Certificate, Baking and Pastry Arts/Baker/Pastry Chef
JPMorgan Chase January 2006 - Present
JPMorgan Chase June 2003 - June 2006
American Century Investments March 2000 - June 2003
Skills
Lotus Notes, SAML 2.0, Business Objects, SmartTS, Requirements Gathering, DB2, Visio, Mainframe, CA Riskminder - System..., CA Sitemnder - System...
Education
Baker College Business and Corporate Services 2007 — 2009
Ba, Computer Science
University of Phoenix 2004 — 2006
Information Technology
OneAmerica May 2006 - Present
U.S. Bank April 2004 - May 2006
Ohio National Financial Services January 2002 - April 2004
American Century Investments 1991 - 2001
Skills
401k, Retirement Planning, Retirement, Mutual Funds, Series 6, Series 63, ERISA, Fixed Annuities, Series 7, Investments, Pensions, Asset Allocation, Defined Benefit, Retirement Plan..., IRAs, Employee Benefits, Defined Contribution, Coaching, Cash Balance, ESOP
Education
Baker University 1987 — 1991
Bachelor of Arts (BA), Sociology
Shawnee Mission Northwest 1985 — 1987
American Century Investments January 2010 - July 2012
American Century Investments January 2008 - January 2010
American Century Investments January 2001 - January 2008
Skills
PeopleSoft, Process Improvement, Business Analysis, Project Management, Team Leadership, Operations Management, Budgets, Change Management, Financial Analysis, Vendor Management, Contract Negotiation, Contract Management, Forecasting, Problem Solving, Cross-functional Team..., Business Process..., Management, Finance, Project Planning, Coaching, Leadership
Education
Baker University
Master of Business Administration (M.B.A.)
Honeywell FM&T May 2008 - Present
American Century Investments May 2007 - August 2007
Beauty Brands April 2005 - May 2007
Entire Computer Solutions May 2006 - August 2006
Avila University January 2006 - May 2006
Skills
Visio, Java, Databases, MySQL, PHP, Dreamweaver, Testing, Unix, Requirements Analysis, Visual Basic, Systems Engineering, Integration, Process Improvement, Software Development, Troubleshooting, SQL
Education
Avila University 2003 — 2008
Bachelor of Science, Computer Science
Truman State University 2002 — 2004
Bachelor of Science, Computer Science
American Century Investments 2001 - Present
American Century Investments June 1997 - 2001
Education
Avila University 1980 — 1982
MBA, Business Administration
IBM September 2009 - Present
google 2007 - 2008
American Century Investments 1997 - 2002
Yaskawa Electric April 2000 - April 2000
Compuware 1997 - 1997
Nanometrics 1994 - 1997
Intelmatec 1990 - 1994
Skills
Japanese, Java, JavaScript, Agile Methodologies, SaaS, Software Development, Software Project..., SQL, Software Engineering, Scrum, Cloud Computing, Linux, XML
Education
Tokyo National College of Technology
Electrical Engineering
Reece & Nichols Invoicing Specialist IISprintJuly 2003 - February 2005
American Century/JP Morgan 1992 - 2003
American Century Investments 1992 - 2003
Education
Baker University 2005 — 2009
Bachelors in Business Adminstration, Business
State Street Bank May 2011 - Present
National Association of Insurance Commissioners (NAIC) February 2009 - May 2011
American Century Investments May 2003 - May 2008
American Century Investments February 1996 - May 2003
Ernst & Young August 1991 - February 1996
Skills
Access, SQL, SSIS, Microsoft Excel, Requirements Analysis, Internal Controls, Microsoft SQL Server, Visual Basic, Visio, Business Analysis, Business Intelligence, Financial Reporting, Data Warehousing, Data Analysis, SDLC, Change Management, Project Management, Program Management, Analysis, Process Improvement, Risk Management, Software Documentation, Vendor Management
Education
Baker University 1987 — 1991
Accounting & Finance, Accounting, Finance, Computer Science
PrescribersConnection, LLC July 2011 - Present
CyTrack Technologies March 2011 - July 2011
JPMorgan 2003 - March 2011
JPMorgan Chase 1998 - February 2011
American Century Investments 1999 - 2002
Skills
Application Architecture, Websphere, Agile Methodologies, Enterprise Architecture, Java Enterprise Edition, SOA, Spring, SDLC, JMS, Microsoft SQL Server, DB2, Tomcat, Hibernate
Education
University of Maryland College Park 1991 — 1997
MA, ABD, International Relations, Comparative Conflict Resolution
University of Notre Dame 1990 — 1991
MA, International Peace Studies
Ashland University 1986 — 1990
BS, Mathematics, Computer Science, Philosophy
The Meyers Group July 2009 - Present
The Meyers Group February 2007 - Present
JP Morgan Chase May 2000 - March 2007
JP Morgan 2000 - 2006
American Century Investments 2000 - 2006
Education
Baker University 2002 — 2004
MBA, Business Administration
University of Missouri-Columbia, College of Business 1996 — 2000
B.A., Personal Finance
Dean Capital Management LLC March 2008 - Present
American Century Investments November 1999 - March 2008
American Century Investments October 1994 - October 1999
Skills
Investments, Asset Allocation, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1996 — 1999
MBA, Marketing, Management
Rockhurst University 1990 — 1993
BS, Business Administration
Arizona State University 1988 — 1989
Bishop Miege High School
American Century Investments August 2007 - Present
Education
Baker University 2008 — 2010
MBA
Washburn University 2003 — 2007
BBA, Finance and Marketing
Quest Diagnostics Incorporated February 2009 - Present
American Century Investments May 1996 - November 2008
Resolution Trust Corporation 1985 - 1995
Skills
Contract Negotiation, Process Improvement, Leadership, Business Process..., Strategy
Education
Baker University 2005 — 2007
MBA, Business Administration
Ameri 2007 - Present
American Century Investments 1997 - 2007
American Century Investments 1992 - 1997
Skills
Banking, Customer Service, Web Development, Legal Writing, Google Analytics, HTML, Health, Interviews, Internet, Intranet Strategy, Knowledge Management, 10 Key, Microsoft Office, Strategic Planning, Editing, Youth Development
Education
Avila University 2012 — 2016
Master of Science (MS), Organization Development
Johnson County Community College 1996 — 1999
Paralegal Certificate, 4.0
University of Kansas
Bachelor of Science (BS), Business Administration
Federal Reserve Bank of Kansas City October 2014 - Present
Apex Systems (Overland Park, KS) January 2014 - Present
Control Service Company July 2010 - January 2014
Power IT January 2010 - June 2010
Information Technolgy Group October 2009 - January 2010
Sprint Nextel February 2006 - March 2009
IBM September 2004 - February 2006
Sprint August 2000 - September 2004
American Century Investments November 1992 - September 2000
Skills
Microsoft SQL Server, Oracle, SQL, Databases, Management, XML, Unix, SDLC, Networking, Integration, MySQL, Troubleshooting
Education
Avila University
Business
University of Nebraska-Lincoln
American Century Investments August 2012 - Present
American Century Investments June 2007 - August 2012
American Century Investments February 2001 - May 2007
American Century Investments April 1997 - January 2001
American Century Investments April 1992 - March 1997
Skills
Talent Acquisition, Employee Engagement, Talent Management, Strategic Planning, Human Resources, Employee Relations, Leadership Development, Performance Management, Succession Planning, Training and Development
Education
Webster University 1995 — 1997
Dual Masters, Human Resources and Management
Arizona State University 1986 — 1991
Bachelor, Telecommunications
Great-West Financial September 2014 - Present
J.P. Morgan Retirement Plan Services January 2011 - August 2014
J.P. Morgan Retirement Plan Services 2003 - January 2011
American Century Investments 1992 - 2003
Missouri Bank & Trust Company 1989 - January 1992
Skills
Investments, Series 7, Financial Services, Banking, Management, Series 24, Budgets, FINRA, General Securities..., Series 63
Education
Baker University 1998 — 2000
Master of Liberal Arts, Literature
William Jewell College 1985 — 1989
Bachelor of Science, Business Management and Marketing
American Century Investments 2007 - 2010
Education
Baker University 2008 — 2010
MBA
Childrens Mercy Hospital December 2011 - Present
American Century Investments March 2005 - September 2009
Kansas City Life Insurance Company January 2000 - January 2004
Southwestern Bell January 1993 - January 2000
Skills
Fixed Annuities, Customer Service, Portfolio Management, Strategic Financial..., Equities, Fixed Income, Series 63, Series 6, Mutual Funds, Medical Terminology, CNA-Missouri License, Retirement Planning, Asset Allocation, Nursing, Healthcare, Pediatrics, Investment Strategies, Software Documentation, Investments, Finance, Hospitals, Process Improvement, Cerner, EMR, Leadership, Medical Records, Training, Vital Signs, BLS, Acute Care, Medical/Surgical, Project Planning, Healthcare Management, ICU, Clinical Research, Home Care, Medication..., Patient Safety
Education
Baker University 1995 — 1996
MCCKC
in Process
American Century Investments November 2014 - Present
American Century Investments June 2010 - October 2014
Skills
Business Analysis, Requirements Analysis, Microsoft Office, Project Management, Integration, Data Management
Education
Avila University
Master of Business Administration (MBA), Accounting
Kansas State University
Bachelor of Science (B.S.), Finance, General
American Century Investments March 1997 - Present
Keystone Investments February 1994 - February 1997
Liberty Mutual Insurance April 1991 - February 1994
Skills
Municipalities, Bloomberg, Fixed Income, Alternative Investments, Bonds, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
MBA, Finance
University of New Hampshire 1982 — 1986
B.A., Communications
Treasury Department January 2010 - October 2011
American Century Investments August 1990 - December 2001
Skills
Government, Accounting, Public Speaking, Policy, Budgets
Education
Keller Graduate School of Management of DeVry University 2000 — 2003
Masters, Project Management
Avila University 1983 — 1987
Bachelor of Arts, Communications
Switchboard of Miami, Inc. April 2011 - Present
Planned Parenthood of Southwest and Central Florida October 2003 - April 2011
American Century Investments 1992 - 2002
Hotel Maastricht April 1989 - October 1989
Hogue Hotel School- Maastricht Netherlands 1988 - 1988
Skills
Non-profits, Strategic Planning, Emotional Intelligence, Operating Budgets, Coaching, Entrepreneurship, Nonprofits, Program Development, Community Development, Community Outreach, Leadership, Program Management, Leadership Development, Volunteer Management, Public Speaking, Staff Development, Thinking Outside The Box, Fundraising, Grant Writing
Education
Baker University 1994 — 1996
Masters, Social Science
Central Missouri State University 1988 — 1991
BS, Restaurant and Hotel Administration
American Century Investments September 2006 - Present
Education
Augustana College 1979 — 1983
Bachelor of Arts, Sociology and Social Work
Roosevelt University
Certificate, Paralegal Studies
American Century Investments August 1998 - Present
Waddell & Reed 1985 - August 1998
Education
Avila University
BSBA, Information Science/Studies
American Century Investments September 2015 - Present
Skills
401k, Sales, Mutual Funds, Risk Management, Customer Service, Retirement Planning, Investments, Investment Advisory, Business Development, SEO, People Skills, Pensions, Web Design, Financial Services, Employee Benefits, Retirement, SMO, Financial Advisory, PowerPoint, Communication, Series 6
Education
Arizona State University 2012 — 2015
Bachelor's Degree, Philosophy
Saddleback College 2010 — 2012
Associate of Arts (A.A.), Liberal Studies
Santa Margarita Catholic High School 2006 — 2008
High School
JSerra High School 2004 — 2006
American Century Investments 1996 - 2012
Skills
Bloomberg, Fixed Income, Equities, Mutual Funds, Investment Management, Investments, Financial Modeling, Bloomberg Terminal, Reuters Knowledge, Factset, Process Improvement, Process Management, Market Regulation, Compliance, MCAS, Disaster Recovery, Financial Services, Risk Management, Finance, Financial Analysis
Education
Avila University
Master of Business Administration (MBA)
Concordia University, Nebraska
Bachelor's degree
American Century Investments December 2014 - Present
State Street Bank January 2008 - November 2014
NovaStar Mortgage July 2003 - December 2007
Mazuma Credit Union December 1993 - July 2003
Skills
Banking, Credit, Loans, Financial Services, Mutual Funds, Investments, Mortgage Lending, Finance
Education
Baker University
Bachelor's degree, Business Administration