American Funds
Industry: Company
DescriptionCustomer service: 00 1 757-670-4900 AUM: US$ $1.3 trillion; (December 31, 2015) Parent organization: Capital Group Companies Headquarters: Los Angeles, California, United States CEO: Kevin Clifford (1998–) Founder: Jonathan Bell Lovelace
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American Funds Employees
Employee
Years
Job
Industry
Emily (Tutt) Hasche Emily (Tutt) Hasche's American Funds Experience March 2007 - June 2008
Job Executive Business Administrator at Microsoft
Industry Computer Software
Experience
Microsoft July 2009 - Present
Microsoft July 2009 - Present
Kelly Services August 2008 - July 2009
American Funds March 2007 - June 2008
Microsoft July 2005 - January 2007
Spherion June 2004 - July 2005
Spherion August 2002 - June 2004
Skills
SharePoint, Outlook, Visio, PowerPoint, Microsoft Excel, Event Planning, Executive Support, Customer Service, Sales, Human Resources, Team Leadership, Microsoft Office, Recruiting, Strategy, Leadership, Management, Vendor Management, Program Management
Education
Bellevue Community College 2001 — 2004
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Bellevue Community College 2001 — 2004
Liberal Arts Transfer Degree
Microsoft July 2009 - Present
Microsoft July 2009 - Present
Kelly Services August 2008 - July 2009
American Funds March 2007 - June 2008
Microsoft July 2005 - January 2007
Spherion June 2004 - July 2005
Spherion August 2002 - June 2004
Skills
SharePoint, Outlook, Visio, PowerPoint, Microsoft Excel, Event Planning, Executive Support, Customer Service, Sales, Human Resources, Team Leadership, Microsoft Office, Recruiting, Strategy, Leadership, Management, Vendor Management, Program Management
Education
Bellevue Community College 2001 — 2004
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Bellevue Community College 2001 — 2004
Liberal Arts Transfer Degree
Jason Christena Jason Christena's American Funds Experience 2002 - 2009
Job Business Analyst at American Funds
Industry Financial Services
Experience
Capital Group April 2011 - Present
Capital Group June 2009 - April 2011
American Funds 2002 - 2009
American Funds September 2000 - October 2002
Skills
Mutual Funds, Investments, Project Management, 401k, Financial Services, Budgets, Business Analysis, Financial Analysis, Process Improvement, Risk Management, Team Leadership, Microsoft Excel, Marketing Strategy, Customer Service..., Management, Budget Process, Business Planning, Customer Communication, Team Facilitation, SharePoint, Leadership, Fly Tying
Education
Ball State University 1995 — 2000
BS, Political Science
University of Wisconsin-Platteville 2010 — 2011
Project Management
Hamilton Southeastern High School 1992 — 1995
Capital Group April 2011 - Present
Capital Group June 2009 - April 2011
American Funds 2002 - 2009
American Funds September 2000 - October 2002
Skills
Mutual Funds, Investments, Project Management, 401k, Financial Services, Budgets, Business Analysis, Financial Analysis, Process Improvement, Risk Management, Team Leadership, Microsoft Excel, Marketing Strategy, Customer Service..., Management, Budget Process, Business Planning, Customer Communication, Team Facilitation, SharePoint, Leadership, Fly Tying
Education
Ball State University 1995 — 2000
BS, Political Science
University of Wisconsin-Platteville 2010 — 2011
Project Management
Hamilton Southeastern High School 1992 — 1995
Scott A. Rojas, CFP® Scott A. Rojas, CFP®'s American Funds Experience 1996 - 2001
Job FeeOnly Investment Advisor, Financial Planner
Industry Financial Services
Experience
Eclectic Associates August 2004 - Present
Brea Rotary 2012 - Present
Beckman Coulter 2001 - 2004
American Funds 1996 - 2001
T Rowe Price 1993 - 1994
Education
California State Polytechnic University-Pomona 2000 — 2004
MBA, Business Administration
Biola University 1991 — 1993
BS, Business Administration
College for Financial Planning 2004 — 2008
CFP Certification, Financial Planning
Eclectic Associates August 2004 - Present
Brea Rotary 2012 - Present
Beckman Coulter 2001 - 2004
American Funds 1996 - 2001
T Rowe Price 1993 - 1994
Education
California State Polytechnic University-Pomona 2000 — 2004
MBA, Business Administration
Biola University 1991 — 1993
BS, Business Administration
College for Financial Planning 2004 — 2008
CFP Certification, Financial Planning
Sara Salazar Sara Salazar's American Funds Experience December 2005 - September 2007
Job Closing Officer at KeyBank Real Estate Capital
Industry Banking
Experience
KeyBank Real Estate Capital December 2014 - Present
KeyBank Real Estate Capital August 2011 - December 2014
KeyBank Real Estate Capital May 2009 - August 2011
KeyBank Real Estate Capital October 2007 - May 2009
American Funds December 2005 - September 2007
Skills
Cash Management, Customer Service, Administrative..., Property Tax, Mutual Funds, Financial Services, Analysis, Administration, Loans, Banking, Portfolio Management, Administrative..., Asset Management, Credit, Credit Analysis, Finance, Financial Analysis, Mortgage Lending, Risk Management, Commercial Real Estate, Loan Servicing, Leadership
Education
Maple Woods Community College
Associates of Arts
Rockhurst University 2001 — 2003
Psychology
Arizona State University 2000 — 2001
Psychology
KeyBank Real Estate Capital December 2014 - Present
KeyBank Real Estate Capital August 2011 - December 2014
KeyBank Real Estate Capital May 2009 - August 2011
KeyBank Real Estate Capital October 2007 - May 2009
American Funds December 2005 - September 2007
Skills
Cash Management, Customer Service, Administrative..., Property Tax, Mutual Funds, Financial Services, Analysis, Administration, Loans, Banking, Portfolio Management, Administrative..., Asset Management, Credit, Credit Analysis, Finance, Financial Analysis, Mortgage Lending, Risk Management, Commercial Real Estate, Loan Servicing, Leadership
Education
Maple Woods Community College
Associates of Arts
Rockhurst University 2001 — 2003
Psychology
Arizona State University 2000 — 2001
Psychology
Todd Cress's American Funds Experience January 2007 - September 2008
Job Financial Management Specialist at DFAS
Industry Financial Services
Experience
DFAS February 2009 - Present
American Funds January 2007 - September 2008
Skills
Financial Analysis, Financial Reporting, Managerial Finance, Auditing, Internal Controls, Account Reconciliation, Accounts Payable, General Ledger, Strategic Financial..., Internal Audit, Management, Finance, Leadership, Policy
Education
Ball State University - College of Business 2000 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations
Muncie Central High School 1995 — 2000
Muncie Central High School
DFAS February 2009 - Present
American Funds January 2007 - September 2008
Skills
Financial Analysis, Financial Reporting, Managerial Finance, Auditing, Internal Controls, Account Reconciliation, Accounts Payable, General Ledger, Strategic Financial..., Internal Audit, Management, Finance, Leadership, Policy
Education
Ball State University - College of Business 2000 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations
Muncie Central High School 1995 — 2000
Muncie Central High School
Terri Fleener's American Funds Experience June 2002 - March 2005
Job Outside Conference Assistant
Industry Think Tanks
Experience
Liberty Fund, Inc. 2005 - 2008
American Funds June 2002 - March 2005
Skills
Non-profits, Nonprofits, Research, Event Management, Public Speaking, Event Planning, Social Media, Fundraising, Editing, Blogging, Social Networking, Public Relations
Education
Ball State University - College of Business 1998 — 2002
BS, Entrepreneurship, Management, Information Technology
Olentangy
Liberty Fund, Inc. 2005 - 2008
American Funds June 2002 - March 2005
Skills
Non-profits, Nonprofits, Research, Event Management, Public Speaking, Event Planning, Social Media, Fundraising, Editing, Blogging, Social Networking, Public Relations
Education
Ball State University - College of Business 1998 — 2002
BS, Entrepreneurship, Management, Information Technology
Olentangy
Laura Shettleworth Laura Shettleworth's American Funds Experience December 2005 - September 2007
Job Google Ad Quality Rater at ZeroChaos
Industry Think Tanks
Experience
ZeroChaos January 2015 - Present
Work From Home January 2013 - Present
Globaltranz/ teldesign August 2013 - May 2014
Western Federal Credit Union November 2007 - January 2013
American Funds December 2005 - September 2007
AT & T February 2001 - November 2005
Walmart September 1994 - February 2001
Skills
Customer Service, Sales, Call Centers, Management, Credit, Customer Satisfaction, Leadership, Banking, Consumer Lending, Retail Banking, Call Center, Loans, Team Building, Training, Microsoft Office, Process Improvement, Coaching
Education
Arkansas Tech University 1997 — 2000
Bachelor of Arts (B.A.), French and Spanish
Westark Community College ( University of Arkansas Ft. Smith) 1995 — 1997
working towards B.A in languages
ZeroChaos January 2015 - Present
Work From Home January 2013 - Present
Globaltranz/ teldesign August 2013 - May 2014
Western Federal Credit Union November 2007 - January 2013
American Funds December 2005 - September 2007
AT & T February 2001 - November 2005
Walmart September 1994 - February 2001
Skills
Customer Service, Sales, Call Centers, Management, Credit, Customer Satisfaction, Leadership, Banking, Consumer Lending, Retail Banking, Call Center, Loans, Team Building, Training, Microsoft Office, Process Improvement, Coaching
Education
Arkansas Tech University 1997 — 2000
Bachelor of Arts (B.A.), French and Spanish
Westark Community College ( University of Arkansas Ft. Smith) 1995 — 1997
working towards B.A in languages
David Anewalt David Anewalt's American Funds Experience August 2010 - December 2010
Job Air Traffic Controller at FAA
Industry Airlines/Aviation
Experience
FAA December 2010 - Present
American Funds August 2010 - December 2010
American Funds June 2007 - August 2010
American Funds June 2006 - June 2007
Skills
Microsoft Excel, Microsoft Word, SQL, Aircraft, Analysis, Process Improvement, Access, Program Management, Microsoft Office, Software Documentation, Team Leadership, PowerPoint, Project Management, Customer Service, Project Planning
Education
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.)
Haifa University 2004 — 2005
Ball State University 2002 — 2005
Bachelor of Science (B.S.), Mathematical Economics, 3.7
Abilene Christian University 2001 — 2002
FAA December 2010 - Present
American Funds August 2010 - December 2010
American Funds June 2007 - August 2010
American Funds June 2006 - June 2007
Skills
Microsoft Excel, Microsoft Word, SQL, Aircraft, Analysis, Process Improvement, Access, Program Management, Microsoft Office, Software Documentation, Team Leadership, PowerPoint, Project Management, Customer Service, Project Planning
Education
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.)
Haifa University 2004 — 2005
Ball State University 2002 — 2005
Bachelor of Science (B.S.), Mathematical Economics, 3.7
Abilene Christian University 2001 — 2002
Joshua Sawyers's American Funds Experience March 2005 - November 2010
Job Technical Account Manager at Peak Hosting
Industry Information Technology and Services
Experience
Peak Hosting June 2015 - Present
Compli March 2014 - June 2015
Harland Financial Solutions April 2012 - March 2014
Harland Financial Solutions August 2011 - April 2012
Market Studies LLC November 2010 - August 2011
American Funds March 2005 - November 2010
Skills
SharePoint, SDLC, Software Implementation, Software Documentation, Visio, Microsoft SQL Server, SQL, Requirements Analysis, Business Analysis, Databases, Software Project..., Agile Methodologies, SaaS, Integration, Business Intelligence, Disaster Recovery, Salesforce.com, Enterprise Software, Requirements Gathering, Technical Support, Process Improvement, Account Management, Vendor Management
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Psychology
Peak Hosting June 2015 - Present
Compli March 2014 - June 2015
Harland Financial Solutions April 2012 - March 2014
Harland Financial Solutions August 2011 - April 2012
Market Studies LLC November 2010 - August 2011
American Funds March 2005 - November 2010
Skills
SharePoint, SDLC, Software Implementation, Software Documentation, Visio, Microsoft SQL Server, SQL, Requirements Analysis, Business Analysis, Databases, Software Project..., Agile Methodologies, SaaS, Integration, Business Intelligence, Disaster Recovery, Salesforce.com, Enterprise Software, Requirements Gathering, Technical Support, Process Improvement, Account Management, Vendor Management
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Psychology
Marla Brannum, BS, CHES Marla Brannum, BS, CHES's American Funds Experience January 1989 - September 1999
Job Public Health Education Technician at Utah County Tobacco Prevention
Industry Individual & Family Services
Experience
Utah County January 2011 - Present
US Census Bureau January 2010 - July 2010
American Funds January 1989 - September 1999
Skills
Health Education, Public Health, Microsoft Office, Windows Movie Maker, Wellness, Prevention, Community Outreach, Program Evaluation, Public Speaking, Program Development, Literature Reviews, Grant Writing, Community Health, Volunteer Management, Chronic Care Management, Chronic Illness, Childhood Obesity, Behavior Change, Health Communication, Motivational..., Nonprofits, Teaching, Cpr Certified, Research, Social Services, Data Analysis, Event Planning, Mental Health
Education
BYU 2007 — 2010
BS, Public Health Education
Utah County January 2011 - Present
US Census Bureau January 2010 - July 2010
American Funds January 1989 - September 1999
Skills
Health Education, Public Health, Microsoft Office, Windows Movie Maker, Wellness, Prevention, Community Outreach, Program Evaluation, Public Speaking, Program Development, Literature Reviews, Grant Writing, Community Health, Volunteer Management, Chronic Care Management, Chronic Illness, Childhood Obesity, Behavior Change, Health Communication, Motivational..., Nonprofits, Teaching, Cpr Certified, Research, Social Services, Data Analysis, Event Planning, Mental Health
Education
BYU 2007 — 2010
BS, Public Health Education
LaTaishia Richardson LaTaishia Richardson's American Funds Experience August 2007 - September 2007
Job Eligibility Specialist at Xerox
Industry Construction
Experience
Xerox June 2015 - Present
CFA Staffing September 2014 - June 2015
Powers & Sons Construction Co., Inc June 2014 - July 2014
Powers & Sons Construction Co., Inc November 2009 - April 2011
Brickyard International Trucks November 2007 - December 2007
American Funds August 2007 - September 2007
Powers & Sons Construction Co., Inc October 2003 - February 2007
Skills
Outlook, Process Scheduler, Proposal Writing, Microsoft Excel, Contract Management, PowerPoint, Microsoft Word, Software Documentation, Adobe Acrobat, MS Project, Accounts Payable, Invoicing, Customer Service, Microsoft Office, Word, Excel, Scheduling, Ten Key, Microsoft Money, Administrative..., Executive..., Microsoft Project
Education
University of Phoenix 2013 — 2015
Bachelor of Science (BS), Business Administration and Management, General
University of Phoenix 2011 — 2013
Associate of Arts (AA), Business Administration and Management, General
Everest College-Merrillville 2009 — 2009
Certification, Medical Administrative Assisting
Xerox June 2015 - Present
CFA Staffing September 2014 - June 2015
Powers & Sons Construction Co., Inc June 2014 - July 2014
Powers & Sons Construction Co., Inc November 2009 - April 2011
Brickyard International Trucks November 2007 - December 2007
American Funds August 2007 - September 2007
Powers & Sons Construction Co., Inc October 2003 - February 2007
Skills
Outlook, Process Scheduler, Proposal Writing, Microsoft Excel, Contract Management, PowerPoint, Microsoft Word, Software Documentation, Adobe Acrobat, MS Project, Accounts Payable, Invoicing, Customer Service, Microsoft Office, Word, Excel, Scheduling, Ten Key, Microsoft Money, Administrative..., Executive..., Microsoft Project
Education
University of Phoenix 2013 — 2015
Bachelor of Science (BS), Business Administration and Management, General
University of Phoenix 2011 — 2013
Associate of Arts (AA), Business Administration and Management, General
Everest College-Merrillville 2009 — 2009
Certification, Medical Administrative Assisting
Erika Ivanyi Erika Ivanyi's American Funds Experience October 2006 - Present
Job Senior Vice President at American Funds
Industry Financial Services
Experience
American Funds October 2006 - Present
Washington Mutual 2005 - 2006
JPMorgan Chase 2001 - 2006
Citibank 1991 - 2000
Skills
Process Improvement, Management, Mutual Funds, Change Management, Financial Services, Portfolio Management, Customer Service, Strategy, Talent Management, Asset Management, Call Center, Vendor Management, Business Process..., Risk Management, Business Analysis, Strategic Planning, Leadership, Investments, Banking, Call Centers, Project Management, Relationship Management, Executive Management, Finance, Mergers & Acquisitions, Performance Management, CRM, Coaching, Outsourcing, Team Building, Analysis, Financial Analysis, Team Leadership, Business Development, SDLC
Education
American University of Paris 1988 — 1991
Bachelor of Arts, Political Science
Belmont Abbey College 1986 — 1990
BA, Political Science
American Funds October 2006 - Present
Washington Mutual 2005 - 2006
JPMorgan Chase 2001 - 2006
Citibank 1991 - 2000
Skills
Process Improvement, Management, Mutual Funds, Change Management, Financial Services, Portfolio Management, Customer Service, Strategy, Talent Management, Asset Management, Call Center, Vendor Management, Business Process..., Risk Management, Business Analysis, Strategic Planning, Leadership, Investments, Banking, Call Centers, Project Management, Relationship Management, Executive Management, Finance, Mergers & Acquisitions, Performance Management, CRM, Coaching, Outsourcing, Team Building, Analysis, Financial Analysis, Team Leadership, Business Development, SDLC
Education
American University of Paris 1988 — 1991
Bachelor of Arts, Political Science
Belmont Abbey College 1986 — 1990
BA, Political Science
Laurie Edwards's American Funds Experience September 1999 - August 2002
Job Manager at Apollo Group
Industry Higher Education
Experience
Apollo Group September 2008 - Present
Coca-Cola Enterprises May 2003 - May 2008
American Funds September 1999 - August 2002
Skills
Employee Training, Project Management, Customer Service, Sales, Team Building, Team Leadership, Team Management, Bookkeeping, Microsoft Excel, Vendor Management, Health, Interviews, Microsoft Office, Microsoft Word, Office Management, Office Administration, PowerPoint, QuickBooks, Youth Mentoring, Violence Against Women
Education
University of Phoenix 2013 — 2015
Bachelor of Science (B.S.), Psychology
University of Phoenix 2011 — 2013
Associate's degree, Psychology
Lewiston-Porter High School 1980 — 1984
Orleans Niagara BOCES-Practical Nursing Program 1980 — 1984
LPN, Practical Nursing, Vocational Nursing and Nursing Assistants
Apollo Group September 2008 - Present
Coca-Cola Enterprises May 2003 - May 2008
American Funds September 1999 - August 2002
Skills
Employee Training, Project Management, Customer Service, Sales, Team Building, Team Leadership, Team Management, Bookkeeping, Microsoft Excel, Vendor Management, Health, Interviews, Microsoft Office, Microsoft Word, Office Management, Office Administration, PowerPoint, QuickBooks, Youth Mentoring, Violence Against Women
Education
University of Phoenix 2013 — 2015
Bachelor of Science (B.S.), Psychology
University of Phoenix 2011 — 2013
Associate's degree, Psychology
Lewiston-Porter High School 1980 — 1984
Orleans Niagara BOCES-Practical Nursing Program 1980 — 1984
LPN, Practical Nursing, Vocational Nursing and Nursing Assistants
Eric Scott Steuer's American Funds Experience June 1995 - December 1995
Job VP Data Management at Voya Investment Management
Industry Investment Management
Experience
Voya / ING Investment Management December 2012 - Present
Voya / ING Investment Management June 2003 - December 2012
AIG American General June 2000 - June 2003
Conseco January 1996 - June 2000
American Funds June 1995 - December 1995
NBD 1994 - 1995
Education
Butler University 1991 — 1995
BS, Finance
Morgan Twp High School 1986 — 1991
Voya / ING Investment Management December 2012 - Present
Voya / ING Investment Management June 2003 - December 2012
AIG American General June 2000 - June 2003
Conseco January 1996 - June 2000
American Funds June 1995 - December 1995
NBD 1994 - 1995
Education
Butler University 1991 — 1995
BS, Finance
Morgan Twp High School 1986 — 1991
Monica Arrieta's American Funds Experience 2012 - 2013
Job Client Relationship Associate
Industry Investment Management
Experience
Capital Group Private Client Services March 2015 - Present
Morgan Stanley Wealth Management March 2014 - March 2015
American Funds 2012 - 2013
American Funds 2010 - 2012
American Funds 2008 - 2010
American Funds 2007 - 2008
American Funds 2006 - 2007
Starbucks 2004 - 2006
Starbucks 2002 - 2004
Skills
Customer Satisfaction, Leadership, Time Management, Customer Service, Customer Experience, Team Management, Financial Services, Coaching, Associate Development, Analysis, Organization, Building Relationships, Project Management, Customer Experience..., Microsoft Office, Call Monitoring, Superior Client Service, financial, Training, Management, Mutual Funds, HTML 5, CSS, Illustrator, Photoshop, After Effects, Logic Pro, Coding Experience, Web Design, User Experience, Typography, Digital Photography, Cross-functional Team..., Call Centers, Client Services, Finance, Process Improvement, Relationship Building
Education
University of Phoenix 2006 — 2007
BS, Business Management
Academy of Art University 2009 — 2010
Web Design and New Media
University of Arizona 2001 — 2003
Business Administration and Management, General
Capital Group Private Client Services March 2015 - Present
Morgan Stanley Wealth Management March 2014 - March 2015
American Funds 2012 - 2013
American Funds 2010 - 2012
American Funds 2008 - 2010
American Funds 2007 - 2008
American Funds 2006 - 2007
Starbucks 2004 - 2006
Starbucks 2002 - 2004
Skills
Customer Satisfaction, Leadership, Time Management, Customer Service, Customer Experience, Team Management, Financial Services, Coaching, Associate Development, Analysis, Organization, Building Relationships, Project Management, Customer Experience..., Microsoft Office, Call Monitoring, Superior Client Service, financial, Training, Management, Mutual Funds, HTML 5, CSS, Illustrator, Photoshop, After Effects, Logic Pro, Coding Experience, Web Design, User Experience, Typography, Digital Photography, Cross-functional Team..., Call Centers, Client Services, Finance, Process Improvement, Relationship Building
Education
University of Phoenix 2006 — 2007
BS, Business Management
Academy of Art University 2009 — 2010
Web Design and New Media
University of Arizona 2001 — 2003
Business Administration and Management, General
Crystal Rioux's American Funds Experience December 2009 - July 2011
Job Administrative Assistant for Financial Operations at Simon Property Group
Industry Public Relations and Communications
Experience
Simon Property Group December 2013 - Present
Glazer's Distributors of Indiana July 2011 - December 2013
American Funds December 2009 - July 2011
American Funds December 2007 - December 2009
Ball State University August 2004 - December 2007
Double-Take Software, Inc. May 2007 - August 2007
Skills
Event Planning, Human Resources, Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Communication
Education
Ball State University 2004 — 2007
Simon Property Group December 2013 - Present
Glazer's Distributors of Indiana July 2011 - December 2013
American Funds December 2009 - July 2011
American Funds December 2007 - December 2009
Ball State University August 2004 - December 2007
Double-Take Software, Inc. May 2007 - August 2007
Skills
Event Planning, Human Resources, Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Communication
Education
Ball State University 2004 — 2007
Rhonda G. Broadnax, MBA's American Funds Experience 1992 - 1997
Job Premier Plan Manager
Industry Financial Services
Experience
OneAmerica December 2012 - Present
Faegre Baker Daniels June 2002 - December 2012
MICHAEL REESE & ASSOCIATES July 1999 - May 2002
One America (formerly AUL) 1997 - June 1999
American Funds 1992 - 1997
Skills
Profit Sharing, ERISA, Insurance, Qualified Retirement..., Retirement Plan..., Defined Benefit, Pension Administration, 401k, Pensions, ESOP, Defined Contribution, Retirement, Mergers, Strategic Planning, Estate Planning, Retirement Planning, Securities, Series 6, FINRA, Deferred Compensation, Employee Benefits, Investments, Mutual Funds, Fixed Annuities, Asset Allocation
Education
Anderson University 2000 — 2002
MBA, Business
Ball State University 1990 — 1992
BS, Psychological Science
Indiana University Bloomington 1987 — 1989
Psychology
Anderson high school
OneAmerica December 2012 - Present
Faegre Baker Daniels June 2002 - December 2012
MICHAEL REESE & ASSOCIATES July 1999 - May 2002
One America (formerly AUL) 1997 - June 1999
American Funds 1992 - 1997
Skills
Profit Sharing, ERISA, Insurance, Qualified Retirement..., Retirement Plan..., Defined Benefit, Pension Administration, 401k, Pensions, ESOP, Defined Contribution, Retirement, Mergers, Strategic Planning, Estate Planning, Retirement Planning, Securities, Series 6, FINRA, Deferred Compensation, Employee Benefits, Investments, Mutual Funds, Fixed Annuities, Asset Allocation
Education
Anderson University 2000 — 2002
MBA, Business
Ball State University 1990 — 1992
BS, Psychological Science
Indiana University Bloomington 1987 — 1989
Psychology
Anderson high school
Nicole (Chamberlin) McGoff Nicole (Chamberlin) McGoff's American Funds Experience February 2014 - Present
Job American Funds
Industry Financial Services
Experience
American Funds February 2014 - Present
Edward Jones 2010 - February 2014
Zimmer 2008 - 2010
I-Flow Corporation 2006 - 2008
Biomet 2004 - 2006
Skills
Customer Satisfaction, Sales, Customer Service
Education
Butler University
Indiana University-Purdue University at Indianapolis
Western Michigan University
American Funds February 2014 - Present
Edward Jones 2010 - February 2014
Zimmer 2008 - 2010
I-Flow Corporation 2006 - 2008
Biomet 2004 - 2006
Skills
Customer Satisfaction, Sales, Customer Service
Education
Butler University
Indiana University-Purdue University at Indianapolis
Western Michigan University
Deborah Teague Deborah Teague's American Funds Experience August 2007 - Present
Job Dealer Relations at American Funds
Industry Investment Management
Experience
American Funds August 2007 - Present
American Funds March 2002 - August 2007
Fortis Investors September 1999 - November 2001
Skills
Mutual Funds, Asset Allocation, Series 63, Investments, Series 6, Asset Managment, Relationship Management, Financial Services, Strategic Planning, 401k, Customer Service, Wealth Management, Securities, Asset Management, Strategic Financial..., Retirement
Education
Albertus Magnus College 1996 — 1999
Bachelor's, Psychological Research
North Haven High School 1990 — 1993
American Funds August 2007 - Present
American Funds March 2002 - August 2007
Fortis Investors September 1999 - November 2001
Skills
Mutual Funds, Asset Allocation, Series 63, Investments, Series 6, Asset Managment, Relationship Management, Financial Services, Strategic Planning, 401k, Customer Service, Wealth Management, Securities, Asset Management, Strategic Financial..., Retirement
Education
Albertus Magnus College 1996 — 1999
Bachelor's, Psychological Research
North Haven High School 1990 — 1993
Alan Heaton, CFA Alan Heaton, CFA's American Funds Experience July 2013 - Present
Job North American Distribution
Industry Investment Management
Experience
American Funds July 2013 - Present
OutSell Consulting October 2011 - July 2013
CE2 Capital Partners July 2008 - September 2011
Morgan Stanley February 2007 - June 2008
Morgan Stanley February 2004 - June 2006
Mergecor Corporation July 2002 - February 2004
Morgan Stanley May 1997 - July 2002
Olde Financial February 1994 - May 1997
Skills
Strategic Planning, Business Strategy, Sales Management..., Sales Process..., Sales Management..., Product Management, Investment Banking, Asset Management, Sales Process, Leadership Development, Sales, Alternative Investments, Team Building, Product Development, Hedge Funds, Management Consulting, Series 7, Coaching, Finance, Negotiation, Portfolio Management, Wealth Management, Management, Investments, Risk Management, Change Management, Entrepreneurship, Strategy, Business Development, Strategic Financial..., Start-ups, Mergers & Acquisitions
Education
Arizona State University 1989 — 1993
B.S., Finance
American Funds July 2013 - Present
OutSell Consulting October 2011 - July 2013
CE2 Capital Partners July 2008 - September 2011
Morgan Stanley February 2007 - June 2008
Morgan Stanley February 2004 - June 2006
Mergecor Corporation July 2002 - February 2004
Morgan Stanley May 1997 - July 2002
Olde Financial February 1994 - May 1997
Skills
Strategic Planning, Business Strategy, Sales Management..., Sales Process..., Sales Management..., Product Management, Investment Banking, Asset Management, Sales Process, Leadership Development, Sales, Alternative Investments, Team Building, Product Development, Hedge Funds, Management Consulting, Series 7, Coaching, Finance, Negotiation, Portfolio Management, Wealth Management, Management, Investments, Risk Management, Change Management, Entrepreneurship, Strategy, Business Development, Strategic Financial..., Start-ups, Mergers & Acquisitions
Education
Arizona State University 1989 — 1993
B.S., Finance
Leigh Washington's American Funds Experience September 2015 - Present
Job Administrative Assistant II Training & Development Coordination at American Funds
Industry Investment Management
Experience
American Funds September 2015 - Present
American Funds January 2015 - September 2015
American Funds September 2014 - January 2015
American Funds June 2012 - September 2014
American Funds September 2010 - June 2012
American Funds September 2008 - September 2010
American Funds September 2007 - September 2008
American Funds March 2005 - September 2007
Clearview Auto Glass January 2001 - January 2005
Natural Wonders January 1999 - January 2001
Education
Arizona State University 2014 — 2016
Mass Communication and Media Studies, Mass Communication/Media Studies
Rio Salado College 2009 — 2014
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
American Funds September 2015 - Present
American Funds January 2015 - September 2015
American Funds September 2014 - January 2015
American Funds June 2012 - September 2014
American Funds September 2010 - June 2012
American Funds September 2008 - September 2010
American Funds September 2007 - September 2008
American Funds March 2005 - September 2007
Clearview Auto Glass January 2001 - January 2005
Natural Wonders January 1999 - January 2001
Education
Arizona State University 2014 — 2016
Mass Communication and Media Studies, Mass Communication/Media Studies
Rio Salado College 2009 — 2014
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Kelly (Conger) Sheridan's American Funds Experience May 2006 - August 2006
Job Fixed Asset Manager at HighPoint Global, LLC
Industry Management Consulting
Experience
HighPoint Global, LLC September 2013 - Present
Defense Finance and Accounting Service (DFAS) June 2008 - August 2013
American Funds May 2006 - August 2006
Skills
Process Improvement, Project Portfolio..., Business Analysis, Visio, Management, Project Management, Vendor Management, Cost Accounting, Internal Controls, Financial Reporting, Team Leadership, Variance Analysis, Microsoft Office, Software Asset..., Asset Management, Risk Management, Financial Management...
Education
Ball State University 2010 — 2014
Master of Business Administration (MBA), Business Administration and Management
Ball State University 2004 — 2008
Bachelor of Arts (B.A.), Economics and Finance
HighPoint Global, LLC September 2013 - Present
Defense Finance and Accounting Service (DFAS) June 2008 - August 2013
American Funds May 2006 - August 2006
Skills
Process Improvement, Project Portfolio..., Business Analysis, Visio, Management, Project Management, Vendor Management, Cost Accounting, Internal Controls, Financial Reporting, Team Leadership, Variance Analysis, Microsoft Office, Software Asset..., Asset Management, Risk Management, Financial Management...
Education
Ball State University 2010 — 2014
Master of Business Administration (MBA), Business Administration and Management
Ball State University 2004 — 2008
Bachelor of Arts (B.A.), Economics and Finance
Christina Aranda's American Funds Experience 1999 - 2007
Job Performer
Industry Performing Arts
Experience
Skylight Music Theatre January 2014 - February 2014
Westchester Broadway Theatre January 2013 - April 2013
Worklight Productions 2nd National Tour In the Heights October 2011 - June 2012
The John F. Kennedy Center for the Performing Arts January 2011 - May 2011
New Theatre of Chesapeake - October 2010 - November 2010
Hangar Theatre May 2009 - June 2009
American Funds 1999 - 2007
Skills
Data Entry, Account Maintenance, Telephone Support, Outstanding Customer..., Writing Skills, Vocal Performance, Acting, Singing, Customer Service, Writing, Musical Theatre, Technical Support, Film, Process Improvement, Dance, Entertainment, Event Planning, Theatre, Performing Arts, Stage, Music, Editing, Teaching, Nonprofits
Education
American Musical and Dramatic Academy 2007 — 2009
Musical Theatre
St. Mary's University
BA - Music, Vocal Performance
Skylight Music Theatre January 2014 - February 2014
Westchester Broadway Theatre January 2013 - April 2013
Worklight Productions 2nd National Tour In the Heights October 2011 - June 2012
The John F. Kennedy Center for the Performing Arts January 2011 - May 2011
New Theatre of Chesapeake - October 2010 - November 2010
Hangar Theatre May 2009 - June 2009
American Funds 1999 - 2007
Skills
Data Entry, Account Maintenance, Telephone Support, Outstanding Customer..., Writing Skills, Vocal Performance, Acting, Singing, Customer Service, Writing, Musical Theatre, Technical Support, Film, Process Improvement, Dance, Entertainment, Event Planning, Theatre, Performing Arts, Stage, Music, Editing, Teaching, Nonprofits
Education
American Musical and Dramatic Academy 2007 — 2009
Musical Theatre
St. Mary's University
BA - Music, Vocal Performance
Chase Batt's American Funds Experience April 2006 - March 2007
Job Human Resource Professional, Training and Development Leader
Industry Human Resources
Experience
MutualBank March 2007 - Present
American Funds April 2006 - March 2007
MutualBank June 2004 - April 2006
Skills
Organizational..., Workshop Facilitation, Onboarding, Training, SharePoint, New Hire Orientations, Coaching, Customer Service, Banking, PowerPoint, Leadership, Management, Change Management, Human Resources, Employee Training, Recruiting, Leadership Development, Sales, Strategic Planning, Interviews, Team Leadership, Performance Management, Talent Acquisition, College Recruiting, Talent Management, Call Centers, Training Delivery, HRIS, Employee Relations, Process Improvement, Employee Engagement, Team Building, Microsoft Excel, Succession Planning, Time Management, Analysis, Staff Development
Education
Graduate School of Banking at the University of Wisconsin - Madison 2015 — 2015
Human Resources Management School
Anderson University 2006 — 2008
MBA, Business
Ball State University 1996 — 2000
B.A., Telecommunications
MutualBank March 2007 - Present
American Funds April 2006 - March 2007
MutualBank June 2004 - April 2006
Skills
Organizational..., Workshop Facilitation, Onboarding, Training, SharePoint, New Hire Orientations, Coaching, Customer Service, Banking, PowerPoint, Leadership, Management, Change Management, Human Resources, Employee Training, Recruiting, Leadership Development, Sales, Strategic Planning, Interviews, Team Leadership, Performance Management, Talent Acquisition, College Recruiting, Talent Management, Call Centers, Training Delivery, HRIS, Employee Relations, Process Improvement, Employee Engagement, Team Building, Microsoft Excel, Succession Planning, Time Management, Analysis, Staff Development
Education
Graduate School of Banking at the University of Wisconsin - Madison 2015 — 2015
Human Resources Management School
Anderson University 2006 — 2008
MBA, Business
Ball State University 1996 — 2000
B.A., Telecommunications
Abe Mulvihill's American Funds Experience May 2007 - August 2007
Job at ADP Inc.
Industry Human Resources
Experience
ADP September 2015 - Present
Robson Forensic January 2011 - Present
Express Medical Records July 2008 - December 2010
Case Pacer May 2008 - December 2010
TF Publishing August 2007 - December 2007
American Funds May 2007 - August 2007
Skills
Sales, Business Development, Entrepreneurship, Microsoft Office, Marketing Strategy, New Business Development, Social Media, Customer Service, Account Management, Salesforce.com, Microsoft Excel, Public Speaking, Strategic Planning, PowerPoint, Leadership, Marketing, Social Media Marketing, Microsoft Word, Investments, Contract Negotiation
Education
Butler University 2004 — 2008
BS, Finance
ADP September 2015 - Present
Robson Forensic January 2011 - Present
Express Medical Records July 2008 - December 2010
Case Pacer May 2008 - December 2010
TF Publishing August 2007 - December 2007
American Funds May 2007 - August 2007
Skills
Sales, Business Development, Entrepreneurship, Microsoft Office, Marketing Strategy, New Business Development, Social Media, Customer Service, Account Management, Salesforce.com, Microsoft Excel, Public Speaking, Strategic Planning, PowerPoint, Leadership, Marketing, Social Media Marketing, Microsoft Word, Investments, Contract Negotiation
Education
Butler University 2004 — 2008
BS, Finance
John R Schmidt John R Schmidt's American Funds Experience 2007 - 2011
Job Financial Advisor, Schmidt Investment Strategies Group of Wells Fargo Advisors Financial Network LLC
Industry Financial Services
Experience
Schmidt Investment Strategies Group, LLC August 2011 - Present
American Funds 2007 - 2011
Skills
401k Rollovers, Investment planning, Retirement Planning, Financial Services, Investment Strategies, Insurance, Investments, Finance
Education
Miami University 2002 — 2006
Organizational Leadership, Business
Bellbrook High School
Bond University
Schmidt Investment Strategies Group, LLC August 2011 - Present
American Funds 2007 - 2011
Skills
401k Rollovers, Investment planning, Retirement Planning, Financial Services, Investment Strategies, Insurance, Investments, Finance
Education
Miami University 2002 — 2006
Organizational Leadership, Business
Bellbrook High School
Bond University
Anthony L. Soave, CLU, ChFC Anthony L. Soave, CLU, ChFC's American Funds Experience 1998 - 2009
Job Chartered Financial Consultant, Registered Principal at Guide Point Financial Partners
Industry Financial Services
Experience
Guide Point Financial Partners, An Independent Firm 2010 - Present
American Funds 1998 - 2009
Merrill Lynch 1997 - 1998
Prudential Securities 1994 - 1997
Paine Webber 1990 - 1994
Merrill Lynch 1987 - 1990
Skills
Asset Management, Retirement Planning, Risk evaluation, Investment Planning, Disability and Life..., Succession Planning, Employee Compensation..., Financial Planning, Long Term Care Insurance, Portfolio Management, Business Planning, Strategic Financial..., Risk Assessment, Investments, Estate Planning, Insurance, Mutual Funds
Education
Ball State University
Master of Arts, Management
Ferris State University
Bachelor's Degree, Business
Ferris State University
Associate's Degree, Marketing
Guide Point Financial Partners, An Independent Firm 2010 - Present
American Funds 1998 - 2009
Merrill Lynch 1997 - 1998
Prudential Securities 1994 - 1997
Paine Webber 1990 - 1994
Merrill Lynch 1987 - 1990
Skills
Asset Management, Retirement Planning, Risk evaluation, Investment Planning, Disability and Life..., Succession Planning, Employee Compensation..., Financial Planning, Long Term Care Insurance, Portfolio Management, Business Planning, Strategic Financial..., Risk Assessment, Investments, Estate Planning, Insurance, Mutual Funds
Education
Ball State University
Master of Arts, Management
Ferris State University
Bachelor's Degree, Business
Ferris State University
Associate's Degree, Marketing
Leah Ring's American Funds Experience July 2006 - May 2014
Job Renewal Manager
Industry Marketing and Advertising
Experience
Salesforce February 2015 - Present
salesforce.com May 2014 - January 2015
American Funds July 2006 - May 2014
American Funds October 2011 - December 2013
Western & Southern Financial Group August 2004 - July 2006
Skills
Salesforce.com, Sales, Salesforce.com..., Microsoft Word, Microsoft Office, Microsoft Excel, Presentations, Technical Training, Event Planning, Sales Support Tools, Research, ExactTarget, Marketing, Marketing Strategy, Customer Service, Leadership
Education
Ball State University 2000 — 2004
Bachelor of Science (BS), Journalism
Salesforce February 2015 - Present
salesforce.com May 2014 - January 2015
American Funds July 2006 - May 2014
American Funds October 2011 - December 2013
Western & Southern Financial Group August 2004 - July 2006
Skills
Salesforce.com, Sales, Salesforce.com..., Microsoft Word, Microsoft Office, Microsoft Excel, Presentations, Technical Training, Event Planning, Sales Support Tools, Research, ExactTarget, Marketing, Marketing Strategy, Customer Service, Leadership
Education
Ball State University 2000 — 2004
Bachelor of Science (BS), Journalism
Sandi Smyser Sandi Smyser's American Funds Experience October 2009 - June 2011
Job Internal Sales Representative at American Funds, a Capital Group Company
Industry Financial Services
Experience
American Funds, A Capital Group Company July 2011 - Present
American Funds October 2009 - June 2011
American Funds August 2006 - October 2009
Warren High School & Barstow High School September 2002 - June 2006
Skills
Sales, Mutual Funds
Education
USC Marshall School of Business 2011 — 2014
MBA candidate - Projected May 2014
Azusa Pacific University 1998 — 2002
Bachelor of Arts (B.A.), Mathematics
American Funds, A Capital Group Company July 2011 - Present
American Funds October 2009 - June 2011
American Funds August 2006 - October 2009
Warren High School & Barstow High School September 2002 - June 2006
Skills
Sales, Mutual Funds
Education
USC Marshall School of Business 2011 — 2014
MBA candidate - Projected May 2014
Azusa Pacific University 1998 — 2002
Bachelor of Arts (B.A.), Mathematics
Nicole Rosencrantz's American Funds Experience June 2005 - June 2008
Job Manager Bank Operations at H&R Block Bank
Industry Banking
Experience
H&R Block Bank June 2013 - Present
H&R Block Bank May 2012 - June 2013
H&R Block September 2008 - May 2012
American Funds June 2005 - June 2008
Skills
Portfolio Management, Investments, Banking, IRAs, Microsoft Office, Retirement Planning, Outlook, Budgets, Customer Service, Strategic Planning, Financial Analysis, Microsoft Excel, Process Improvement, Accounting, Team Building, Training, Coaching, Analysis, Business Analysis, Sales, Risk Management, Forecasting, Account Management, Leadership, Finance, Insurance, Management
Education
Azusa Pacific University 2001 — 2005
Bachelor of Arts, Sociology
H&R Block Bank June 2013 - Present
H&R Block Bank May 2012 - June 2013
H&R Block September 2008 - May 2012
American Funds June 2005 - June 2008
Skills
Portfolio Management, Investments, Banking, IRAs, Microsoft Office, Retirement Planning, Outlook, Budgets, Customer Service, Strategic Planning, Financial Analysis, Microsoft Excel, Process Improvement, Accounting, Team Building, Training, Coaching, Analysis, Business Analysis, Sales, Risk Management, Forecasting, Account Management, Leadership, Finance, Insurance, Management
Education
Azusa Pacific University 2001 — 2005
Bachelor of Arts, Sociology
Mary Pugh Mary Pugh's American Funds Experience December 2013 - Present
Job Attended University of Evansville
Industry Higher Education
Experience
American Funds December 2013 - Present
UE International Student Engagement October 2012 - Present
University of Evansville August 2012 - December 2012
UE Department of Education October 2009 - December 2012
Starbucks February 2012 - October 2012
HOLA (Hospitality and Outreach for Latin Americans) August 2010 - December 2010
IU Language Honors Program 2008 - 2008
Skills
Foreign Languages, Spanish, French, Arabic, Spanish Literature, Economics, Classical Guitar, Higher Education, Translation, Leadership, Time Management, International Relations
Education
University of Haifa
Arabic Language
University of Evansville 2009 — 2013
B.A, Spanish Economics
Universidad Nacional Autónoma de Nicaragua 2011 — 2011
Economía
American Funds December 2013 - Present
UE International Student Engagement October 2012 - Present
University of Evansville August 2012 - December 2012
UE Department of Education October 2009 - December 2012
Starbucks February 2012 - October 2012
HOLA (Hospitality and Outreach for Latin Americans) August 2010 - December 2010
IU Language Honors Program 2008 - 2008
Skills
Foreign Languages, Spanish, French, Arabic, Spanish Literature, Economics, Classical Guitar, Higher Education, Translation, Leadership, Time Management, International Relations
Education
University of Haifa
Arabic Language
University of Evansville 2009 — 2013
B.A, Spanish Economics
Universidad Nacional Autónoma de Nicaragua 2011 — 2011
Economía
Dan Austin, CLU Dan Austin, CLU's American Funds Experience February 2003 - June 2009
Job Market Intelligence Analyst at OneAmerica
Industry Financial Services
Experience
OneAmerica September 2009 - Present
American Funds February 2003 - June 2009
Conseco Insurance Group January 1996 - January 2002
Skills
Life Insurance, Microsoft Excel, Customer Service, Project Management, Investments, Insurance, Strategic Planning, Financial Services, Fixed Annuities, Lotus Notes, Team Building, Business Planning, Competitive Analysis, Long-term Care, Coaching, Product Development, Market Research, Microsoft Word, Competitive Intelligence
Education
The American College 2012 — 2014
CLU
Ball State University 1992 — 1996
BS, History and Political Science
Carmel High School 1988 — 1992
OneAmerica September 2009 - Present
American Funds February 2003 - June 2009
Conseco Insurance Group January 1996 - January 2002
Skills
Life Insurance, Microsoft Excel, Customer Service, Project Management, Investments, Insurance, Strategic Planning, Financial Services, Fixed Annuities, Lotus Notes, Team Building, Business Planning, Competitive Analysis, Long-term Care, Coaching, Product Development, Market Research, Microsoft Word, Competitive Intelligence
Education
The American College 2012 — 2014
CLU
Ball State University 1992 — 1996
BS, History and Political Science
Carmel High School 1988 — 1992
JD Collier JD Collier's American Funds Experience 1992 - 2002
Job Web Strategist
Industry Marketing and Advertising
Experience
Spfm Lp April 2015 - Present
JDCollier Design 2012 - 2015
Digett July 2011 - February 2014
Fishhook August 2007 - July 2011
Grace Community Church 2004 - August 2007
American Funds 1992 - 2002
Skills
Graphic Design, E-learning, User Interface Design, User Experience, Web Design, Web Development, Social Media, SEO, Wordpress, Drupal, E-Learning, WordPress, Multimedia, Advertising, HTML, Adobe Creative Suite, Web Applications, CMS, Social Media Marketing, Email Marketing, Google Analytics, Online Marketing, New Media, Content Strategy, Information Architecture, Web Project Management, Blogging, Web Analytics, Digital Marketing, Website Development, SEM, CSS, Copywriting
Education
The University of Texas at San Antonio 1989 — 1993
Baylor University 1988 — 1989
CHFBS
CHFBS
Spfm Lp April 2015 - Present
JDCollier Design 2012 - 2015
Digett July 2011 - February 2014
Fishhook August 2007 - July 2011
Grace Community Church 2004 - August 2007
American Funds 1992 - 2002
Skills
Graphic Design, E-learning, User Interface Design, User Experience, Web Design, Web Development, Social Media, SEO, Wordpress, Drupal, E-Learning, WordPress, Multimedia, Advertising, HTML, Adobe Creative Suite, Web Applications, CMS, Social Media Marketing, Email Marketing, Google Analytics, Online Marketing, New Media, Content Strategy, Information Architecture, Web Project Management, Blogging, Web Analytics, Digital Marketing, Website Development, SEM, CSS, Copywriting
Education
The University of Texas at San Antonio 1989 — 1993
Baylor University 1988 — 1989
CHFBS
CHFBS
Brad Gibson CRC's American Funds Experience December 1993 - March 1998
Job Regional Vice President
Industry Investment Management
Experience
Transamerica November 2011 - Present
Pacific Life August 2008 - November 2009
Nationwide Insurance August 2003 - August 2008
Pacific Life April 2003 - August 2004
Guardian Life Insurance August 2000 - March 2003
American Funds December 1993 - March 1998
Education
Butler University 1988 — 1992
Bachelor of Science degree, College of Business Administration, Finance and Economics
Transamerica November 2011 - Present
Pacific Life August 2008 - November 2009
Nationwide Insurance August 2003 - August 2008
Pacific Life April 2003 - August 2004
Guardian Life Insurance August 2000 - March 2003
American Funds December 1993 - March 1998
Education
Butler University 1988 — 1992
Bachelor of Science degree, College of Business Administration, Finance and Economics
Stacie Lanenga's American Funds Experience October 2011 - June 2013
Job Investor Relations Coordinator at Golub Capital
Industry Investment Management
Experience
Golub Capital June 2015 - Present
Capital Group June 2013 - June 2015
American Funds October 2011 - June 2013
Ivy Tech Community College April 2011 - September 2011
Ball State University September 2008 - May 2011
Skills
Calendaring, Administrative..., Lotus Notes, Calendars, Travel Arrangements, Spreadsheets, Outlook, Microsoft Excel, Office Management, PowerPoint, Microsoft Office, Microsoft Word, Data Entry, SharePoint, Customer Service, Confidentiality, Office Administration
Education
Ball State University 2007 — 2011
Bachelor of Science (BS), Psychology
Golub Capital June 2015 - Present
Capital Group June 2013 - June 2015
American Funds October 2011 - June 2013
Ivy Tech Community College April 2011 - September 2011
Ball State University September 2008 - May 2011
Skills
Calendaring, Administrative..., Lotus Notes, Calendars, Travel Arrangements, Spreadsheets, Outlook, Microsoft Excel, Office Management, PowerPoint, Microsoft Office, Microsoft Word, Data Entry, SharePoint, Customer Service, Confidentiality, Office Administration
Education
Ball State University 2007 — 2011
Bachelor of Science (BS), Psychology
John Fabiano's American Funds Experience May 2012 - Present
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds May 2012 - Present
John Hancock Life Insurance Company (U.S.A.) November 2005 - November 2011
John Hancock Financial Services July 2004 - November 2005
John Hancock Financial Services June 2002 - June 2004
Skills
Business development, Developing Effective..., Building Strategic..., Cross-Selling Multiple..., Territory Management &..., Major Account..., Excellent presentation..., Strong organizational..., Strong people and..., Sales Operations, Strategic Partnerships, Business Development, Inter-personal, Cross Selling, Territory Management, Organizational Structure, Sales, Sales Force Development, Mutual Funds
Education
Bentley University 1998 — 2002
BS, Finance
American Funds May 2012 - Present
John Hancock Life Insurance Company (U.S.A.) November 2005 - November 2011
John Hancock Financial Services July 2004 - November 2005
John Hancock Financial Services June 2002 - June 2004
Skills
Business development, Developing Effective..., Building Strategic..., Cross-Selling Multiple..., Territory Management &..., Major Account..., Excellent presentation..., Strong organizational..., Strong people and..., Sales Operations, Strategic Partnerships, Business Development, Inter-personal, Cross Selling, Territory Management, Organizational Structure, Sales, Sales Force Development, Mutual Funds
Education
Bentley University 1998 — 2002
BS, Finance
Kate Almasy Kate Almasy's American Funds Experience July 2000 - September 2001
Job Account Manager at Hilti USA
Industry Civil Engineering
Experience
Hilti USA November 2014 - Present
SSC Construction, Inc. Civil Engineering Contractor February 2011 - July 2012
Vino Tabi January 2007 - May 2011
Barefoot and Pregnant Childbirth Education August 2001 - March 2007
American Funds July 2000 - September 2001
Perkins & Marie Callendars, Inc. January 1997 - July 2000
Skills
Budgets, Management, Process Scheduler, Program Management, Marketing, Business Development, Leadership, Microsoft Excel, Training, Recruiting, Marketing Strategy, Construction, Contract Management, Contract Negotiation, Construction Management, Project Planning, Team Building
Education
California State University-Fullerton
B.A
Hilti USA November 2014 - Present
SSC Construction, Inc. Civil Engineering Contractor February 2011 - July 2012
Vino Tabi January 2007 - May 2011
Barefoot and Pregnant Childbirth Education August 2001 - March 2007
American Funds July 2000 - September 2001
Perkins & Marie Callendars, Inc. January 1997 - July 2000
Skills
Budgets, Management, Process Scheduler, Program Management, Marketing, Business Development, Leadership, Microsoft Excel, Training, Recruiting, Marketing Strategy, Construction, Contract Management, Contract Negotiation, Construction Management, Project Planning, Team Building
Education
California State University-Fullerton
B.A
Holly Fallon Holly Fallon's American Funds Experience 1984 - 2006
Job Work on my son's homicide case to get him justice that he deserves. Contact at www.facebook.com/Holly.Fallon09
Industry Public Safety
Experience
-NA- February 2006 - Present
American Funds 1984 - 2006
Capital Group 1988 - 1989
Skills
Advocate for Parents..., Criminal Justice, Program Development, Clinical Research, Nonprofits, Teaching, Treatment, Digital Photography, Psychology
Education
Buena Park High School 1979 — 1982
Cabrillo College
Criminal Justice/Police Science, 2nd Yr.
Valencia High School
-NA- February 2006 - Present
American Funds 1984 - 2006
Capital Group 1988 - 1989
Skills
Advocate for Parents..., Criminal Justice, Program Development, Clinical Research, Nonprofits, Teaching, Treatment, Digital Photography, Psychology
Education
Buena Park High School 1979 — 1982
Cabrillo College
Criminal Justice/Police Science, 2nd Yr.
Valencia High School
Steven Sperry, CFA Steven Sperry, CFA's American Funds Experience July 2013 - Present
Job Advisory Specialist at American Funds
Industry Financial Services
Experience
American Funds July 2013 - Present
American Funds April 2011 - September 2013
GET Phoenix Young Professionals February 2010 - February 2011
First Command Financial Planning February 2010 - January 2011
American Valet March 2007 - March 2010
Merrill Lynch June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Security Analysis, Inside Sales, Financial Planning, Strategic Financial..., Asset Allocation, Financial Advisory, Investments, Mutual Funds, Retirement Planning, Social Media, Wealth Management
Education
Arizona State University 2005 — 2009
BS, Global Business: Financial Management
American Funds July 2013 - Present
American Funds April 2011 - September 2013
GET Phoenix Young Professionals February 2010 - February 2011
First Command Financial Planning February 2010 - January 2011
American Valet March 2007 - March 2010
Merrill Lynch June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Security Analysis, Inside Sales, Financial Planning, Strategic Financial..., Asset Allocation, Financial Advisory, Investments, Mutual Funds, Retirement Planning, Social Media, Wealth Management
Education
Arizona State University 2005 — 2009
BS, Global Business: Financial Management
Lateasa Dent Lateasa Dent's American Funds Experience June 2005 - Present
Job
Industry Financial Services
Experience
American Funds June 2005 - Present
JPMorgan Chase & Co. 1999 - 2005
Skills
Microsoft Excel, Microsoft Office, Mutual Funds, Financial Services, Training, Outlook, PowerPoint, Access, Customer Service, Microsoft Word, Data Entry, Data Analysis, Process Improvement
Education
Arizona State University
Bachelor's Degree, Psychology
Arizona State University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
American Funds June 2005 - Present
JPMorgan Chase & Co. 1999 - 2005
Skills
Microsoft Excel, Microsoft Office, Mutual Funds, Financial Services, Training, Outlook, PowerPoint, Access, Customer Service, Microsoft Word, Data Entry, Data Analysis, Process Improvement
Education
Arizona State University
Bachelor's Degree, Psychology
Arizona State University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Andy Kruger's American Funds Experience July 2012 - Present
Job Divisional Wholesaler at American Funds
Industry Financial Services
Experience
American Funds July 2012 - Present
American Funds 2009 - 2012
American Funds 2002 - 2008
American Funds 1997 - 2008
The Franklin 1994 - 1997
Skills
Mutual Funds, Investments, Financial Services, Retirement, Series 63, Retirement Planning, Series 7, Financial Advisory, Portfolio Management, 401k
Education
Ball State University 1993 — 1996
Bachelor of General Studies, Business
Indiana State University 1991 — 1993
Air Traffic Controller
American Funds July 2012 - Present
American Funds 2009 - 2012
American Funds 2002 - 2008
American Funds 1997 - 2008
The Franklin 1994 - 1997
Skills
Mutual Funds, Investments, Financial Services, Retirement, Series 63, Retirement Planning, Series 7, Financial Advisory, Portfolio Management, 401k
Education
Ball State University 1993 — 1996
Bachelor of General Studies, Business
Indiana State University 1991 — 1993
Air Traffic Controller
Molly Gamborg Molly Gamborg's American Funds Experience October 2007 - June 2009
Job Freelance Managing Editor and Copy Editor
Industry Publishing
Experience
IEEE Micro November 2010 - Present
Gamborg Editorial Services July 2007 - Present
Zynx Health Device Network February 2010 - October 2010
American Funds October 2007 - June 2009
IEEE Computer Society July 2004 - October 2007
Artesian Press May 2002 - July 2004
Skills
Finance, Economics, Mobile Computing, Copy Editing, Proofreading, Publishing, Technical Writing, Content Development, Editorial, Newsletters, Social Media, Research, Marketing Communications, Project Management, Magazines, Adobe Creative Suite, Books, QuarkXPress, Web Content, Public Speaking, InDesign, Blogging
Education
California State University-Long Beach 2003 — 2005
MA, English
Biola University 1997 — 2001
BA, English
Cerritos High School 1994 — 1997
IEEE Micro November 2010 - Present
Gamborg Editorial Services July 2007 - Present
Zynx Health Device Network February 2010 - October 2010
American Funds October 2007 - June 2009
IEEE Computer Society July 2004 - October 2007
Artesian Press May 2002 - July 2004
Skills
Finance, Economics, Mobile Computing, Copy Editing, Proofreading, Publishing, Technical Writing, Content Development, Editorial, Newsletters, Social Media, Research, Marketing Communications, Project Management, Magazines, Adobe Creative Suite, Books, QuarkXPress, Web Content, Public Speaking, InDesign, Blogging
Education
California State University-Long Beach 2003 — 2005
MA, English
Biola University 1997 — 2001
BA, English
Cerritos High School 1994 — 1997
Julie Grayson-Dukes Julie Grayson-Dukes's American Funds Experience December 2005 - July 2011
Job Technical Writer Extraordinaire and Client Support/Customer Service Superhero
Industry Consumer Services
Experience
American Funds December 2005 - July 2011
Capital Group December 2005 - July 2011
American Funds May 2008 - January 2011
Skills
Technical Writing, Long-term Customer..., Customer Service, Customer Satisfaction, Customer Experience, Customer Support, Editing, Web Design, Customer Relations, Mutual Funds, Public Speaking, Social Media, Social Networking, Management, Blogging, Nonprofits, Event Planning, Community Outreach, Public Relations, Fundraising, Research, Microsoft Office, Event Management, PowerPoint, Marketing Communications, Microsoft Word, Teaching, Program Development, Volunteer Management, Web Development
Education
Austin Community College 2012 — 2015
General Studies
American Funds December 2005 - July 2011
Capital Group December 2005 - July 2011
American Funds May 2008 - January 2011
Skills
Technical Writing, Long-term Customer..., Customer Service, Customer Satisfaction, Customer Experience, Customer Support, Editing, Web Design, Customer Relations, Mutual Funds, Public Speaking, Social Media, Social Networking, Management, Blogging, Nonprofits, Event Planning, Community Outreach, Public Relations, Fundraising, Research, Microsoft Office, Event Management, PowerPoint, Marketing Communications, Microsoft Word, Teaching, Program Development, Volunteer Management, Web Development
Education
Austin Community College 2012 — 2015
General Studies
Vanessa Palacios, CRPC® Vanessa Palacios, CRPC®'s American Funds Experience August 2006 - May 2009
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - August 2015
University of Phoenix June 2009 - November 2013
American Funds August 2006 - May 2009
Vanguard June 2003 - June 2006
Vanguard April 2002 - June 2003
Vanguard June 2000 - April 2002
Skills
Critical Thinking, Student Financial Aid, Strategic Financial..., Spanish, Problem Solving, CRPC, Employee Training, Team-oriented, Oral & Written..., Telephone Skills, Written & Oral..., Close Attention to..., Motivated self-starter, Financial Services, Training, Finance, Organizational..., Interpersonal..., Personal Finance, Teaching Adults, Microsoft Applications, Mental Health Counseling, Spanish-speaking, Public Speaking
Education
University of Phoenix 2009 — 2012
Masters of Science, Mental Health Counseling/Counselor
Arizona State University 1997 — 2000
Bachelor of Interdisciplinary Studies, Business and Tourism
Temple University 1996 — 1997
Ameriprise Financial Services, Inc. January 2014 - August 2015
University of Phoenix June 2009 - November 2013
American Funds August 2006 - May 2009
Vanguard June 2003 - June 2006
Vanguard April 2002 - June 2003
Vanguard June 2000 - April 2002
Skills
Critical Thinking, Student Financial Aid, Strategic Financial..., Spanish, Problem Solving, CRPC, Employee Training, Team-oriented, Oral & Written..., Telephone Skills, Written & Oral..., Close Attention to..., Motivated self-starter, Financial Services, Training, Finance, Organizational..., Interpersonal..., Personal Finance, Teaching Adults, Microsoft Applications, Mental Health Counseling, Spanish-speaking, Public Speaking
Education
University of Phoenix 2009 — 2012
Masters of Science, Mental Health Counseling/Counselor
Arizona State University 1997 — 2000
Bachelor of Interdisciplinary Studies, Business and Tourism
Temple University 1996 — 1997
Darren Stabler Darren Stabler's American Funds Experience January 1990 - January 1993
Job External Wholesaler at Catalyst Funds
Industry Investment Management
Experience
Catalyst Funds March 2015 - Present
Invesco US January 2012 - January 2015
BlackRock January 2008 - December 2011
Franklin Templeton Investments October 2005 - January 2008
WM Group of Funds May 2003 - September 2005
Bank of America March 2002 - April 2003
Van Kampen Funds February 1993 - February 2002
American Funds January 1990 - January 1993
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Asset Allocation, Separately Managed..., Asset Management, Investments, ETFs, Series 6, Equities, Hedge Funds, Wealth Management, Fixed Income, Investment Strategies
Education
Arizona State University 1986 — 1989
Bachelor of Science (BS), Finance, General
Catalyst Funds March 2015 - Present
Invesco US January 2012 - January 2015
BlackRock January 2008 - December 2011
Franklin Templeton Investments October 2005 - January 2008
WM Group of Funds May 2003 - September 2005
Bank of America March 2002 - April 2003
Van Kampen Funds February 1993 - February 2002
American Funds January 1990 - January 1993
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Asset Allocation, Separately Managed..., Asset Management, Investments, ETFs, Series 6, Equities, Hedge Funds, Wealth Management, Fixed Income, Investment Strategies
Education
Arizona State University 1986 — 1989
Bachelor of Science (BS), Finance, General
Sandy Stabler Sandy Stabler's American Funds Experience May 1990 - July 1993
Job REALTOR at Pacific Arizona Realty, Inc.
Industry Real Estate
Experience
Pacific Arizona Realty, Inc. July 2015 - Present
Vemma Nutrition Company May 2008 - Present
DPR Realty May 2009 - July 2015
National Association of Realtors 2005 - 2010
Scottsdale Exclusive Properties January 2005 - May 2009
SunAmerica January 1995 - December 1995
American Funds May 1990 - July 1993
Skills
Short Sales, REO, Relocation, Sellers, Real Estate, First Time Home Buyers, Single Family Homes, Foreclosures, New Home Sales, Buyer Representation, Investment Properties, Investors, Referrals, Real Estate Transactions, Listings, Buyers, Residential Homes, Marketing, Vacation Homes, Contract Negotiation, Luxury, Negotiation, Property, Selling
Education
Arizona School of Real Estate and Business 2004 — 2004
Certificate of Completion, Real Estate
Arizona State University 1985 — 1989
B.S., Finance
Pacific Arizona Realty, Inc. July 2015 - Present
Vemma Nutrition Company May 2008 - Present
DPR Realty May 2009 - July 2015
National Association of Realtors 2005 - 2010
Scottsdale Exclusive Properties January 2005 - May 2009
SunAmerica January 1995 - December 1995
American Funds May 1990 - July 1993
Skills
Short Sales, REO, Relocation, Sellers, Real Estate, First Time Home Buyers, Single Family Homes, Foreclosures, New Home Sales, Buyer Representation, Investment Properties, Investors, Referrals, Real Estate Transactions, Listings, Buyers, Residential Homes, Marketing, Vacation Homes, Contract Negotiation, Luxury, Negotiation, Property, Selling
Education
Arizona School of Real Estate and Business 2004 — 2004
Certificate of Completion, Real Estate
Arizona State University 1985 — 1989
B.S., Finance
Ty Allen Ty Allen's American Funds Experience July 2006 - February 2008
Job Owner at Allen Consulting LLC
Industry Management Consulting
Experience
Allen Consulting LLC June 2013 - Present
Allen Pump Company, Inc. March 2008 - June 2013
Edward Jones May 2010 - January 2011
American Funds July 2006 - February 2008
Layton Financial Group August 2004 - May 2006
Edward Jones May 2005 - August 2005
Skills
Microsoft Excel, Gmail, Lotus Notes, Microsoft Word, Customer Service, Finance, iPad, Accounts Payable, Accounts Receivable, Personnel Management
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
Bachelor of Science (B.S.), Finance, General
Eastern Arizona College 2002 — 2004
Associate's Degree, Business Administration
Allen Consulting LLC June 2013 - Present
Allen Pump Company, Inc. March 2008 - June 2013
Edward Jones May 2010 - January 2011
American Funds July 2006 - February 2008
Layton Financial Group August 2004 - May 2006
Edward Jones May 2005 - August 2005
Skills
Microsoft Excel, Gmail, Lotus Notes, Microsoft Word, Customer Service, Finance, iPad, Accounts Payable, Accounts Receivable, Personnel Management
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
Bachelor of Science (B.S.), Finance, General
Eastern Arizona College 2002 — 2004
Associate's Degree, Business Administration
Elease Humes's American Funds Experience April 2014 - Present
Job Sales Support Coordinator
Industry Investment Management
Experience
American Funds April 2014 - Present
True American Grain July 2013 - April 2014
Picoco LLC February 2013 - July 2013
The Ruth Group, Inc. 2012 - 2013
Skadaddle Media June 2010 - August 2010
MINDBODY, Inc. 2008 - 2010
Skills
Interior Design, Custom Furniture, Social Media Marketing, Marketing, Salesforce.com, Real Estate Transactions, Event Management, Marketing Research, Software Solution Sales, Event Planning, Management, Software, Software Project..., Short Sales, Marketing Strategy, International Marketing, Project Management, Customer Service, Technical Support, Customer Satisfaction, Customer Retention, Lead Generation, Email Marketing, Sales
Education
Cal Poly San Luis Obispo 2008 — 2010
Bachelors of Science, Business, Management, Marketing, and Related Support Services
American Funds April 2014 - Present
True American Grain July 2013 - April 2014
Picoco LLC February 2013 - July 2013
The Ruth Group, Inc. 2012 - 2013
Skadaddle Media June 2010 - August 2010
MINDBODY, Inc. 2008 - 2010
Skills
Interior Design, Custom Furniture, Social Media Marketing, Marketing, Salesforce.com, Real Estate Transactions, Event Management, Marketing Research, Software Solution Sales, Event Planning, Management, Software, Software Project..., Short Sales, Marketing Strategy, International Marketing, Project Management, Customer Service, Technical Support, Customer Satisfaction, Customer Retention, Lead Generation, Email Marketing, Sales
Education
Cal Poly San Luis Obispo 2008 — 2010
Bachelors of Science, Business, Management, Marketing, and Related Support Services
Danae Rawlinson's American Funds Experience September 2006 - November 2007
Job Membership Team LeadAustin area at Girl Scouts of Central Texas
Industry Civic & Social Organization
Experience
Girl Scouts of Central Texas September 2014 - Present
Girl Scouts of Central Texas September 2012 - September 2014
American Express August 2009 - July 2011
Vanguard October 2008 - February 2009
Emissions Technology Inc November 2007 - June 2008
American Funds September 2006 - November 2007
University of North Carolina at Chapel Hill-Institute on Aging March 2004 - June 2006
Skills
Project Management, Friendly Personality, Team-oriented, Volunteer Management, Human Resources, Conflict Management, Microsoft Office, Accounts Payable, Budgets, Data Analysis, Helping Others Succeed, Team Building, Executive..., Process Improvement, Executive Support, Calendaring, Oral & Written..., Qualified Retirement...
Education
University of North Carolina at Chapel Hill 2002 — 2006
BA, English
Austin Community College 2013 — 2013
Continuing Educaion-Certificate in Volunteer Management
The University of Texas at Austin 2013 — 2013
Continuing Education-SHRM Essentials of Human Resources
Girl Scouts of Central Texas September 2014 - Present
Girl Scouts of Central Texas September 2012 - September 2014
American Express August 2009 - July 2011
Vanguard October 2008 - February 2009
Emissions Technology Inc November 2007 - June 2008
American Funds September 2006 - November 2007
University of North Carolina at Chapel Hill-Institute on Aging March 2004 - June 2006
Skills
Project Management, Friendly Personality, Team-oriented, Volunteer Management, Human Resources, Conflict Management, Microsoft Office, Accounts Payable, Budgets, Data Analysis, Helping Others Succeed, Team Building, Executive..., Process Improvement, Executive Support, Calendaring, Oral & Written..., Qualified Retirement...
Education
University of North Carolina at Chapel Hill 2002 — 2006
BA, English
Austin Community College 2013 — 2013
Continuing Educaion-Certificate in Volunteer Management
The University of Texas at Austin 2013 — 2013
Continuing Education-SHRM Essentials of Human Resources
Erin Parks's American Funds Experience August 1994 - August 2001
Job Corporate trainer at Blackbaud
Industry Computer Software
Experience
The Minks Kids, Inc December 2013 - Present
Blackbaud November 2010 - Present
Hamilton Southeastern Schools October 2007 - Present
Fishers Junior High School August 2004 - June 2010
American Funds August 1994 - August 2001
Skills
Training, Instructional Design, Hands-on Training, Leadership, CRM, SaaS, Management, Consulting, Coaching, Leadership Development, Software Documentation, Staff Development, Team Building, Onboarding, Employee Training
Education
Capella University 2012 — 2013
Post-Baccalaureate Certificate, Nonprofit Management and Leadership
Butler University
The Minks Kids, Inc December 2013 - Present
Blackbaud November 2010 - Present
Hamilton Southeastern Schools October 2007 - Present
Fishers Junior High School August 2004 - June 2010
American Funds August 1994 - August 2001
Skills
Training, Instructional Design, Hands-on Training, Leadership, CRM, SaaS, Management, Consulting, Coaching, Leadership Development, Software Documentation, Staff Development, Team Building, Onboarding, Employee Training
Education
Capella University 2012 — 2013
Post-Baccalaureate Certificate, Nonprofit Management and Leadership
Butler University
Kelly Manocchio Kelly Manocchio's American Funds Experience 2004 - 2006
Job
Industry Financial Services
Experience
Ascend One January 2009 - April 2013
Ascend One August 2007 - January 2009
State Farm - Lee Talbot Agency February 2007 - August 2007
State Farm - Floasin Agency August 2006 - January 2007
American Funds 2004 - 2006
The McGuire Group September 2000 - April 2004
Skills
QTP, Quality Center, Quality Assurance, SDLC, SQL, Customer Service, Customer Support, Iso 9000, Constructive Feedback, Written Communication, Call Centers, Leadership, Management, Requirements Analysis, Customer Experience, Business Analysis, Troubleshooting, Marketing, Sales, SharePoint, Vendor Management, Process Improvement, Budgets
Education
Bryant and Stratton College-Amherst 1999 — 2001
AOS, Information Technology
Ascend One January 2009 - April 2013
Ascend One August 2007 - January 2009
State Farm - Lee Talbot Agency February 2007 - August 2007
State Farm - Floasin Agency August 2006 - January 2007
American Funds 2004 - 2006
The McGuire Group September 2000 - April 2004
Skills
QTP, Quality Center, Quality Assurance, SDLC, SQL, Customer Service, Customer Support, Iso 9000, Constructive Feedback, Written Communication, Call Centers, Leadership, Management, Requirements Analysis, Customer Experience, Business Analysis, Troubleshooting, Marketing, Sales, SharePoint, Vendor Management, Process Improvement, Budgets
Education
Bryant and Stratton College-Amherst 1999 — 2001
AOS, Information Technology
Jimmy Masters, CRPS® , AIF®'s American Funds Experience March 2005 - June 2009
Job Financial Advisor at Towne Investment Group
Industry Financial Services
Experience
Towne Investment Group November 2009 - Present
American Funds March 2005 - June 2009
The Frieden Agency 1996 - 2005
National Life of Vermont 1992 - 1996
Skills
Retirement Planning, Mutual Funds, Investment Strategies, 401k, Financial Advisory, Investments, Retirement Plan..., Asset Allocation, ERISA, Qualified Retirement..., Financial Services, Pensions, Profit Sharing, Deferred Compensation, 401k Rollovers, Plan Design, Business Planning, Securities, Life Insurance, Financial Planning, Portfolio Management
Education
Old Dominion University
Music Performance, General
Berklee College of Music
Towne Investment Group November 2009 - Present
American Funds March 2005 - June 2009
The Frieden Agency 1996 - 2005
National Life of Vermont 1992 - 1996
Skills
Retirement Planning, Mutual Funds, Investment Strategies, 401k, Financial Advisory, Investments, Retirement Plan..., Asset Allocation, ERISA, Qualified Retirement..., Financial Services, Pensions, Profit Sharing, Deferred Compensation, 401k Rollovers, Plan Design, Business Planning, Securities, Life Insurance, Financial Planning, Portfolio Management
Education
Old Dominion University
Music Performance, General
Berklee College of Music
Lizel Grace Ongchangco, OTR/L's American Funds Experience January 2007 - August 2009
Job Occupational Therapist
Industry Hospital & Health Care
Experience
Terrace View Care Center February 2014 - Present
Laguna Hills Health and Rehabilitation Center February 2014 - Present
Therapists Unlimited October 2013 - Present
Rancho Los Amigos National Rehabilitation Center January 2013 - April 2013
California Children's Services (CCS) September 2012 - November 2012
Active Rehab June 2012 - July 2012
Queen of the Valley Hospital February 2012 - March 2012
Big Fun Therapy September 2011 - November 2011
American Funds January 2007 - August 2009
Skills
Occupational Therapy, Customer Service, Rehabilitation, Pediatrics, Hospitals, Sensory Integration, Clinical Research, Inpatient, Acute Care, Orthopedic, Cerebral Palsy, Spina Bifida, Muscular Dystrophy, Microsoft Excel, Marketing, PowerPoint, Training, Microsoft Word, Dance, Public Speaking, Organization, NDT, Outlook, Leadership, Occupational Therapists, Acute Rehabilitation, Upper Extremity, Stroke Rehabilitation, Wheelchairs, Geriatric Rehabilitation, Neurorehabilitation, ADL, Range of Motion, Neurological Disorders, Fall Prevention, Wellness, Spinal Cord Injury, Rehab, Health Education, Brain Injury, Lymphedema, Adaptive Equipment, SNF, Research, Event Planning
Education
California State University-Dominguez Hills 2011 — 2013
Master's of Science, Occupational Therapy
University of California, Irvine 2001 — 2006
Bachelor of Arts (B.A.), Social Ecology
Terrace View Care Center February 2014 - Present
Laguna Hills Health and Rehabilitation Center February 2014 - Present
Therapists Unlimited October 2013 - Present
Rancho Los Amigos National Rehabilitation Center January 2013 - April 2013
California Children's Services (CCS) September 2012 - November 2012
Active Rehab June 2012 - July 2012
Queen of the Valley Hospital February 2012 - March 2012
Big Fun Therapy September 2011 - November 2011
American Funds January 2007 - August 2009
Skills
Occupational Therapy, Customer Service, Rehabilitation, Pediatrics, Hospitals, Sensory Integration, Clinical Research, Inpatient, Acute Care, Orthopedic, Cerebral Palsy, Spina Bifida, Muscular Dystrophy, Microsoft Excel, Marketing, PowerPoint, Training, Microsoft Word, Dance, Public Speaking, Organization, NDT, Outlook, Leadership, Occupational Therapists, Acute Rehabilitation, Upper Extremity, Stroke Rehabilitation, Wheelchairs, Geriatric Rehabilitation, Neurorehabilitation, ADL, Range of Motion, Neurological Disorders, Fall Prevention, Wellness, Spinal Cord Injury, Rehab, Health Education, Brain Injury, Lymphedema, Adaptive Equipment, SNF, Research, Event Planning
Education
California State University-Dominguez Hills 2011 — 2013
Master's of Science, Occupational Therapy
University of California, Irvine 2001 — 2006
Bachelor of Arts (B.A.), Social Ecology
Brandon Barnette Brandon Barnette's American Funds Experience December 2014 - Present
Job OneAmerica
Industry Financial Services
Experience
American Funds December 2014 - Present
OneAmerica Financial Partners Inc. June 2013 - December 2014
Old National Bank December 2011 - June 2013
Cardinal Fitness May 2011 - November 2011
Cardinal Fitness August 2008 - May 2011
United States Marine Corps May 2005 - August 2006
United States Marine Corps August 2002 - May 2005
Skills
Customer Service, Sales, Leadership, Cold Calling, Sales Management, Microsoft Excel, PowerPoint, Microsoft Office, Fitness Training, Coaching, Account Management, Data Analysis, CBS Banking Database, DepositPro Banking..., LaserPro Banking..., Operations Management, Advertising, Budgets, Business Strategy, Customer Satisfaction, Event Planning, Investments, Management, Marketing, Program Management, Team Building, Training, Time Management, Inventory Management
Education
Harrison College-Indianapolis 2008 — 2013
Bachelor of Science, Business Management
Harrison College-Anderson 2007 — 2010
Associate of Applied Science, Business Finance
American Funds December 2014 - Present
OneAmerica Financial Partners Inc. June 2013 - December 2014
Old National Bank December 2011 - June 2013
Cardinal Fitness May 2011 - November 2011
Cardinal Fitness August 2008 - May 2011
United States Marine Corps May 2005 - August 2006
United States Marine Corps August 2002 - May 2005
Skills
Customer Service, Sales, Leadership, Cold Calling, Sales Management, Microsoft Excel, PowerPoint, Microsoft Office, Fitness Training, Coaching, Account Management, Data Analysis, CBS Banking Database, DepositPro Banking..., LaserPro Banking..., Operations Management, Advertising, Budgets, Business Strategy, Customer Satisfaction, Event Planning, Investments, Management, Marketing, Program Management, Team Building, Training, Time Management, Inventory Management
Education
Harrison College-Indianapolis 2008 — 2013
Bachelor of Science, Business Management
Harrison College-Anderson 2007 — 2010
Associate of Applied Science, Business Finance
Danny Kight Danny Kight's American Funds Experience June 2005 - February 2006
Job Chief Job Hunter and New Adventure Seeker at Actively Seeking Employment
Industry Financial Services
Experience
NFL Alumni Association Indianapolis Chapter 2012 - Present
Cydcor 2014 - 2015
Monster Worldwide 2013 - 2014
Monster Worldwide 2013 - 2014
Monster Worldwide 2013 - 2014
St. Vincent Health July 2013 - August 2013
Ivy Tech Community College February 2013 - June 2013
OneAmerica Financial Partners April 2012 - November 2012
Great West Life March 2006 - March 2012
American Funds June 2005 - February 2006
Skills
401k, New Business Development, Strategic Planning, Coaching, Employee Benefits, Marketing Strategy, Microsoft Excel, Customer Service, Account Management, Team Building, Public Speaking, Microsoft Office, Insurance, Retirement, Lotus Notes, Pensions, Training, Financial Services, 403 b, 457 Plans, Education, Analytical Skills, Problem Solving, Timely Decision Making, Communication Skills, Listening to customers, Integrity, Continuing Education, Sensitivity, Assertiveness, Perseverance, FINRA, Defined Benefit, Defined Contribution, 409A, IRAs, ERP, Pivot Tables, Vlookup, SEO, Investments, Qualified Retirement..., Payroll
Education
Augusta State University
Bachelor of Science, Mathematics
NFL Alumni Association Indianapolis Chapter 2012 - Present
Cydcor 2014 - 2015
Monster Worldwide 2013 - 2014
Monster Worldwide 2013 - 2014
Monster Worldwide 2013 - 2014
St. Vincent Health July 2013 - August 2013
Ivy Tech Community College February 2013 - June 2013
OneAmerica Financial Partners April 2012 - November 2012
Great West Life March 2006 - March 2012
American Funds June 2005 - February 2006
Skills
401k, New Business Development, Strategic Planning, Coaching, Employee Benefits, Marketing Strategy, Microsoft Excel, Customer Service, Account Management, Team Building, Public Speaking, Microsoft Office, Insurance, Retirement, Lotus Notes, Pensions, Training, Financial Services, 403 b, 457 Plans, Education, Analytical Skills, Problem Solving, Timely Decision Making, Communication Skills, Listening to customers, Integrity, Continuing Education, Sensitivity, Assertiveness, Perseverance, FINRA, Defined Benefit, Defined Contribution, 409A, IRAs, ERP, Pivot Tables, Vlookup, SEO, Investments, Qualified Retirement..., Payroll
Education
Augusta State University
Bachelor of Science, Mathematics
Jordan Rhodes's American Funds Experience February 2008 - August 2014
Job Financial Advisor at Comprehensive Financial Services
Industry Investment Management
Experience
Comprehensive Financial Services September 2014 - Present
American Funds February 2008 - August 2014
Starr Services, LLC May 2007 - January 2008
Skills
Portfolio Management, Investments
Education
Ball State University - College of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting
Comprehensive Financial Services September 2014 - Present
American Funds February 2008 - August 2014
Starr Services, LLC May 2007 - January 2008
Skills
Portfolio Management, Investments
Education
Ball State University - College of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting
Nick Estey's American Funds Experience September 2011 - December 2013
Job Internal Analyst at Capitas Financial
Industry Financial Services
Experience
Capitas Financial January 2014 - Present
Brebeuf Jesuit Preparatory School September 2012 - Present
American Funds September 2011 - December 2013
HSE-Fishers High School September 2010 - September 2012
United States Marshal Service January 2011 - May 2011
Carmel Girls Lacrosse October 2008 - August 2010
Skills
Marketing, Portfolio Management, Coaching, Microsoft Office, Mutual Funds, Retirement Plan..., Leadership, Salesforce.com, Strategic Consulting, Budgets, Financial Advisory, New Business Development, CRM, Planning Budgeting &..., PowerPoint, Customer Service, Microsoft Excel, Public Speaking
Education
Butler University 2008 — 2011
B.A, Pre-Law; Criminology
Saint Bonaventure University 2007 — 2008
Finance and Financial Management Services
Capitas Financial January 2014 - Present
Brebeuf Jesuit Preparatory School September 2012 - Present
American Funds September 2011 - December 2013
HSE-Fishers High School September 2010 - September 2012
United States Marshal Service January 2011 - May 2011
Carmel Girls Lacrosse October 2008 - August 2010
Skills
Marketing, Portfolio Management, Coaching, Microsoft Office, Mutual Funds, Retirement Plan..., Leadership, Salesforce.com, Strategic Consulting, Budgets, Financial Advisory, New Business Development, CRM, Planning Budgeting &..., PowerPoint, Customer Service, Microsoft Excel, Public Speaking
Education
Butler University 2008 — 2011
B.A, Pre-Law; Criminology
Saint Bonaventure University 2007 — 2008
Finance and Financial Management Services
Danielle Webster's American Funds Experience August 2013 - Present
Job Internal Wholesaler covering New York City
Industry Investment Management
Experience
American Funds August 2013 - Present
American Funds October 2011 - Present
American Funds February 2008 - October 2011
Skills
Mutual Funds, Portfolio Management, Account Management
Education
Bowling Green State University
Indiana State University - School of Business
Bachelor of Business Administration (B.B.A.)
American Funds August 2013 - Present
American Funds October 2011 - Present
American Funds February 2008 - October 2011
Skills
Mutual Funds, Portfolio Management, Account Management
Education
Bowling Green State University
Indiana State University - School of Business
Bachelor of Business Administration (B.B.A.)
John Peresie John Peresie's American Funds Experience July 2015 - Present
Job Client Services Representative at American Funds
Industry Professional Training & Coaching
Experience
American Funds July 2015 - Present
North Central High School Athletics April 2014 - Present
FORUM Credit Union September 2014 - July 2015
Starbucks October 2012 - September 2014
Outsourced Sales Force June 2012 - September 2012
CBS Collegiate Sports Properties June 2012 - June 2012
Scotty's Brewhouse, Inc. September 2008 - April 2012
Disney and ESPN Media Networks January 2012 - February 2012
Connections Live August 2007 - May 2008
Skills
Public Address..., Public Address, Employee Training, Social Media Marketing, Adobe Creative Suite, Marketing, Photography, Customer Service, Public Relations, Leadership, Video Production, Mac, Brand Development, Marketing Communications, Editing, Social Media
Education
Ball State University 2004 — 2011
Bachelor's degree, Telecommunications and Digital Media
Ivy Tech Community College 2009 — 2011
American Funds July 2015 - Present
North Central High School Athletics April 2014 - Present
FORUM Credit Union September 2014 - July 2015
Starbucks October 2012 - September 2014
Outsourced Sales Force June 2012 - September 2012
CBS Collegiate Sports Properties June 2012 - June 2012
Scotty's Brewhouse, Inc. September 2008 - April 2012
Disney and ESPN Media Networks January 2012 - February 2012
Connections Live August 2007 - May 2008
Skills
Public Address..., Public Address, Employee Training, Social Media Marketing, Adobe Creative Suite, Marketing, Photography, Customer Service, Public Relations, Leadership, Video Production, Mac, Brand Development, Marketing Communications, Editing, Social Media
Education
Ball State University 2004 — 2011
Bachelor's degree, Telecommunications and Digital Media
Ivy Tech Community College 2009 — 2011
Rex Liu, MBA Rex Liu, MBA's American Funds Experience June 2006 - October 2009
Job Senior Demand Generation Analyst at Cox Media
Industry Marketing and Advertising
Experience
Cox Media January 2015 - Present
Cox Media September 2012 - December 2014
Rotten Potato March 2012 - September 2012
Cox Media June 2011 - September 2012
Yodle March 2011 - June 2011
Vertical Measures March 2010 - March 2011
American Funds June 2006 - October 2009
U.S. Department of State January 2006 - May 2006
Marsh Aviation September 2004 - June 2005
Skills
SEO, Digital Media, Online Marketing, B2B Marketing, Email Marketing, Social Media Marketing, Marketing Automation, Lead Generation, Competitive Analysis, Marketing, Online Advertising, PPC, SEM, Web Marketing, Organic Search, Market Research, Link Building, Google Analytics, Web Development, Web Analytics, Mobile Marketing, Strategy, Google Maps, Financial Analysis, Analytics, Advertising Research, PowerPoint, Data Analysis, Data Integration, Business Intelligence..., Eloqua, Oracle CRM, Corporate Finance, Tableau, Facebook, Marketing Research, Media Planning, Microsoft Excel, Financial Forecasting, Pivot Tables
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, Business, Finance, International Business, Marketing
Arizona State University 2001 — 2006
Bachelor of Interdisciplinary Studies, Business, Communication
Cox Media January 2015 - Present
Cox Media September 2012 - December 2014
Rotten Potato March 2012 - September 2012
Cox Media June 2011 - September 2012
Yodle March 2011 - June 2011
Vertical Measures March 2010 - March 2011
American Funds June 2006 - October 2009
U.S. Department of State January 2006 - May 2006
Marsh Aviation September 2004 - June 2005
Skills
SEO, Digital Media, Online Marketing, B2B Marketing, Email Marketing, Social Media Marketing, Marketing Automation, Lead Generation, Competitive Analysis, Marketing, Online Advertising, PPC, SEM, Web Marketing, Organic Search, Market Research, Link Building, Google Analytics, Web Development, Web Analytics, Mobile Marketing, Strategy, Google Maps, Financial Analysis, Analytics, Advertising Research, PowerPoint, Data Analysis, Data Integration, Business Intelligence..., Eloqua, Oracle CRM, Corporate Finance, Tableau, Facebook, Marketing Research, Media Planning, Microsoft Excel, Financial Forecasting, Pivot Tables
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, Business, Finance, International Business, Marketing
Arizona State University 2001 — 2006
Bachelor of Interdisciplinary Studies, Business, Communication
Jennifer (Stanhewicz) Debrosky's American Funds Experience 1997 - 2000
Job Head of Strategic Analysis at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management November 2010 - Present
Legg Mason September 2009 - November 2010
Legg Mason December 2007 - November 2010
The Capital Group / Capital Guardian Trust Company 2000 - 2007
Capital Group 1997 - 2007
American Funds 1997 - 2000
Wakeman Boys & Girls Club 1993 - 1996
Skills
Competitive Analysis, Strategy, Market Research, Mutual Funds, Investments, CRM, Analytics, Fixed Income, Asset Management, Management, Product Management, Equities, Marketing Strategy, Marketing, Analysis, Management Consulting, Asset Managment, Cross-functional Team..., Vendor Management, Financial Services, Defined Contribution, Defined Benefit, Institutional..., Investment Management, Series 7
Education
Loyola Marymount University 1997 — 2000
MBA
Boston College 1989 — 1993
Bachelor of Arts, Elementary Education
Fairfield High School/Roger Ludlowe 1985 — 1989
Tomlinson Middle School
Voya Investment Management November 2010 - Present
Legg Mason September 2009 - November 2010
Legg Mason December 2007 - November 2010
The Capital Group / Capital Guardian Trust Company 2000 - 2007
Capital Group 1997 - 2007
American Funds 1997 - 2000
Wakeman Boys & Girls Club 1993 - 1996
Skills
Competitive Analysis, Strategy, Market Research, Mutual Funds, Investments, CRM, Analytics, Fixed Income, Asset Management, Management, Product Management, Equities, Marketing Strategy, Marketing, Analysis, Management Consulting, Asset Managment, Cross-functional Team..., Vendor Management, Financial Services, Defined Contribution, Defined Benefit, Institutional..., Investment Management, Series 7
Education
Loyola Marymount University 1997 — 2000
MBA
Boston College 1989 — 1993
Bachelor of Arts, Elementary Education
Fairfield High School/Roger Ludlowe 1985 — 1989
Tomlinson Middle School
Ashley Amato's American Funds Experience March 2015 - Present
Job Manager, Meeting Planning Initiatives at American Funds
Industry Events Services
Experience
American Funds March 2015 - Present
American Funds October 2014 - March 2015
American Funds April 2013 - October 2014
American Funds December 2007 - April 2013
Strategic Meeting Solutions January 2006 - November 2007
Education
Boston College 2000 — 2004
Bachelor of Arts (B.A.), Art History
Polytechnic School
American Funds March 2015 - Present
American Funds October 2014 - March 2015
American Funds April 2013 - October 2014
American Funds December 2007 - April 2013
Strategic Meeting Solutions January 2006 - November 2007
Education
Boston College 2000 — 2004
Bachelor of Arts (B.A.), Art History
Polytechnic School
Kyle Dutton's American Funds Experience June 2005 - January 2013
Job Customer Service Associate
Industry Financial Services
Experience
GEICO Insurance Agency January 2013 - September 2013
American Funds June 2005 - January 2013
Nelson & Bailey, P.C. July 2004 - June 2005
Progeny Marketing Innovations September 2002 - July 2004
Christian Network International May 1999 - August 2002
Compassion International September 1998 - December 1998
Geoff Moore Music February 1996 - August 1998
Whiteheart Productions January 1995 - January 1996
Guest Quarters Suites Hotel February 1994 - January 1995
Havertys Furniture September 1993 - January 1994
Skills
Customer Service, Administrative Work, Project Management, Microsoft Office, Microsoft Word, Microsoft Excel, QuickBooks, Quicken, Management, Public Speaking, Sales, Property & Casualty...
Education
Belmont University 1990 — 1993
Plano Senior High School 1988 — 1990
GEICO Insurance Agency January 2013 - September 2013
American Funds June 2005 - January 2013
Nelson & Bailey, P.C. July 2004 - June 2005
Progeny Marketing Innovations September 2002 - July 2004
Christian Network International May 1999 - August 2002
Compassion International September 1998 - December 1998
Geoff Moore Music February 1996 - August 1998
Whiteheart Productions January 1995 - January 1996
Guest Quarters Suites Hotel February 1994 - January 1995
Havertys Furniture September 1993 - January 1994
Skills
Customer Service, Administrative Work, Project Management, Microsoft Office, Microsoft Word, Microsoft Excel, QuickBooks, Quicken, Management, Public Speaking, Sales, Property & Casualty...
Education
Belmont University 1990 — 1993
Plano Senior High School 1988 — 1990
Lauri King's American Funds Experience May 2012 - April 2014
Job CFT student at University of Oregon
Industry Higher Education
Experience
University of Oregon September 2014 - Present
Capital Group May 2014 - September 2014
American Funds May 2012 - April 2014
Capital Group September 2000 - May 2012
Skills
Project Management, Documentaries, Microsoft Excel, Writing requirements, SDLC, Requirements Analysis, Business Analysis, Information Architecture, Asset Management, Mutual Funds, User Experience, Content Development
Education
University of Oregon 2014 — 2016
Master's degree, Couples and Family Therapy
California Institute of the Arts 1993 — 1997
MFA, Film and video production
University of California, San Diego
Bachelor's degree, Economics
University of Oregon September 2014 - Present
Capital Group May 2014 - September 2014
American Funds May 2012 - April 2014
Capital Group September 2000 - May 2012
Skills
Project Management, Documentaries, Microsoft Excel, Writing requirements, SDLC, Requirements Analysis, Business Analysis, Information Architecture, Asset Management, Mutual Funds, User Experience, Content Development
Education
University of Oregon 2014 — 2016
Master's degree, Couples and Family Therapy
California Institute of the Arts 1993 — 1997
MFA, Film and video production
University of California, San Diego
Bachelor's degree, Economics
Tamara Eloms's American Funds Experience February 2005 - March 2009
Job Credit Analyst at STANLEY Security
Industry Security and Investigations
Experience
STANLEY Security August 2014 - Present
STANLEY Security April 2012 - Present
State of Indiana April 2009 - March 2012
American Funds February 2005 - March 2009
Skills
Account Management, Business Analysis, Business Development, Coaching, Customer Service, Event Planning, Financial Analysis, Leadership, Management, Process Improvement, Program Management, Project Management, Public Speaking, Sales, Team Building, Team Leadership, Sales Management, New Business Development
Education
Ball State University
Bachelor's degree
STANLEY Security August 2014 - Present
STANLEY Security April 2012 - Present
State of Indiana April 2009 - March 2012
American Funds February 2005 - March 2009
Skills
Account Management, Business Analysis, Business Development, Coaching, Customer Service, Event Planning, Financial Analysis, Leadership, Management, Process Improvement, Program Management, Project Management, Public Speaking, Sales, Team Building, Team Leadership, Sales Management, New Business Development
Education
Ball State University
Bachelor's degree
Alicia Surratt's American Funds Experience 2002 - 2003
Job Vice President, Specialty Assets Oil & Gas
Industry Oil & Energy
Experience
JPMorgan Chase June 2014 - Present
The Law Office of Heather Kemble November 2012 - June 2014
BAUCUM STEED BARKER ATTORNEYS January 2010 - December 2012
BAUCUM STEED BARKER ATTORNEYS December 2009 - December 2010
Barnett McNair Hall, LLC 2008 - 2009
Guaranty Bank 2005 - 2007
USAA 2003 - 2005
American Funds 2002 - 2003
Fidelity Investments 2000 - 2002
Skills
Financial Analysis, Business Development, Business Strategy, Retirement Planning, Mutual Funds, Legal Writing, Financial Services, Legal Research, Due Diligence, Leases, Contract Negotiation, Negotiation, Title Clearing, Oil/Gas, Mineral Rights, Investments, Portfolio Management, Research, Estate Planning, Energy Industry, Title Opinions, Division Orders, Lease Negotiations
Education
St. Mary's University School of Law 2009 — 2011
Austin College 1995 — 1999
B.A.
Woodrow Wilson High School 1991 — 1995
JPMorgan Chase June 2014 - Present
The Law Office of Heather Kemble November 2012 - June 2014
BAUCUM STEED BARKER ATTORNEYS January 2010 - December 2012
BAUCUM STEED BARKER ATTORNEYS December 2009 - December 2010
Barnett McNair Hall, LLC 2008 - 2009
Guaranty Bank 2005 - 2007
USAA 2003 - 2005
American Funds 2002 - 2003
Fidelity Investments 2000 - 2002
Skills
Financial Analysis, Business Development, Business Strategy, Retirement Planning, Mutual Funds, Legal Writing, Financial Services, Legal Research, Due Diligence, Leases, Contract Negotiation, Negotiation, Title Clearing, Oil/Gas, Mineral Rights, Investments, Portfolio Management, Research, Estate Planning, Energy Industry, Title Opinions, Division Orders, Lease Negotiations
Education
St. Mary's University School of Law 2009 — 2011
Austin College 1995 — 1999
B.A.
Woodrow Wilson High School 1991 — 1995
Jennifer Temple's American Funds Experience August 2011 - July 2013
Job Inside Sales Representative at CareCredit
Industry Financial Services
Experience
CareCredit July 2013 - Present
American Funds August 2011 - July 2013
iServe Residential Lending August 2010 - January 2011
GE Money January 2006 - July 2009
Argent Mortgage 2001 - 2006
Skills
Management, Process Improvement, Team Building, Credit, Sales, Customer Service, Finance, Leadership, Risk Management, Insurance, Relationship Management, Time Management, Account Management, Marketing, Sales Management, Underwriting, Customer Satisfaction, Microsoft Excel, Business Analysis, Real Estate, Loan Origination, Teamwork, CRM, Vendor Management, Mortgage Lending, Mortgage Banking, Due Diligence, Portfolio Management, Investments, Financial Analysis, Training
Education
Ashford University 2008 — 2010
B.A.
CareCredit July 2013 - Present
American Funds August 2011 - July 2013
iServe Residential Lending August 2010 - January 2011
GE Money January 2006 - July 2009
Argent Mortgage 2001 - 2006
Skills
Management, Process Improvement, Team Building, Credit, Sales, Customer Service, Finance, Leadership, Risk Management, Insurance, Relationship Management, Time Management, Account Management, Marketing, Sales Management, Underwriting, Customer Satisfaction, Microsoft Excel, Business Analysis, Real Estate, Loan Origination, Teamwork, CRM, Vendor Management, Mortgage Lending, Mortgage Banking, Due Diligence, Portfolio Management, Investments, Financial Analysis, Training
Education
Ashford University 2008 — 2010
B.A.
Margaret Hauer's American Funds Experience August 2006 - July 2007
Job Nursing Student
Industry Hospital & Health Care
Experience
Foster and Hauer Attorneys at Law May 2013 - August 2014
American Funds August 2006 - July 2007
bright / kliman architects November 2003 - December 2005
Skills
Research, Data Entry, Data Analysis, Process Evaluation, Presentations, Aseptic Technique, Cell Culture, Computer Proficiency, Crisis Management, Continuous Process..., Laboratory Skills, Microsoft Office, Macintosh Applications, Microscopy, Autoclave, Centrifugation, Pipetting, Incubation, Spectrophotometry, Gram Staining, Reagents
Education
Arizona State University 2015 — 2016
Bachelor’s Degree, Registered Nursing/Registered Nurse
University of Maryland College Park 1997 — 2002
Bachelor of Science (BS), Biological/Biosystems Engineering
Foster and Hauer Attorneys at Law May 2013 - August 2014
American Funds August 2006 - July 2007
bright / kliman architects November 2003 - December 2005
Skills
Research, Data Entry, Data Analysis, Process Evaluation, Presentations, Aseptic Technique, Cell Culture, Computer Proficiency, Crisis Management, Continuous Process..., Laboratory Skills, Microsoft Office, Macintosh Applications, Microscopy, Autoclave, Centrifugation, Pipetting, Incubation, Spectrophotometry, Gram Staining, Reagents
Education
Arizona State University 2015 — 2016
Bachelor’s Degree, Registered Nursing/Registered Nurse
University of Maryland College Park 1997 — 2002
Bachelor of Science (BS), Biological/Biosystems Engineering
Chris Becht, MBA's American Funds Experience October 2005 - August 2015
Job Manager at Rose Financial Group
Industry Financial Services
Experience
Rose Financial Group August 2015 - Present
American Funds October 2005 - August 2015
RadioShack February 1998 - October 2005
Skills
Management, Financial Management..., Customer Service..., Project Management, Due Diligence, Mutual Funds, Business Analysis, Financial Services, Investments, Relationship Management, Portfolio Management, Customer Service
Education
Indiana Wesleyan University 2012 — 2014
Master of Business Administration (MBA), Executive Management
Ball State University - College of Business 2001 — 2005
Bachelors, Management & Information Systems
Rose Financial Group August 2015 - Present
American Funds October 2005 - August 2015
RadioShack February 1998 - October 2005
Skills
Management, Financial Management..., Customer Service..., Project Management, Due Diligence, Mutual Funds, Business Analysis, Financial Services, Investments, Relationship Management, Portfolio Management, Customer Service
Education
Indiana Wesleyan University 2012 — 2014
Master of Business Administration (MBA), Executive Management
Ball State University - College of Business 2001 — 2005
Bachelors, Management & Information Systems
Todd Paddock's American Funds Experience 1996 - 1999
Job President at Sign Code Inc.
Industry Research
Experience
Sign Code Inc. 2006 - Present
OneAmerica Financial Partners Inc. 2000 - 2006
Charles Schwab 1999 - 2000
American Funds 1996 - 1999
Delta Faucet Company 1989 - 1995
Skills
Strategic Planning, Project Management, Microsoft Office, Research, Teaching, Lifesciences, Public Speaking, Product Development, Analysis, Data Analysis, Business Strategy, Entrepreneurship, Market Research, Contract Negotiation, Account Management, Team Building, Customer Service, Budgets, Sales Management, Project Planning, Negotiation, New Business Development
Education
Ball State University 1990 — 1995
Bachelor of Arts (B.A.), Marketing, Spanish
Carmel High School
Sign Code Inc. 2006 - Present
OneAmerica Financial Partners Inc. 2000 - 2006
Charles Schwab 1999 - 2000
American Funds 1996 - 1999
Delta Faucet Company 1989 - 1995
Skills
Strategic Planning, Project Management, Microsoft Office, Research, Teaching, Lifesciences, Public Speaking, Product Development, Analysis, Data Analysis, Business Strategy, Entrepreneurship, Market Research, Contract Negotiation, Account Management, Team Building, Customer Service, Budgets, Sales Management, Project Planning, Negotiation, New Business Development
Education
Ball State University 1990 — 1995
Bachelor of Arts (B.A.), Marketing, Spanish
Carmel High School
Perry Gabuzzi's American Funds Experience January 2006 - April 2007
Job Commercial real estate advisor specializing in medical and office leasing and sales
Industry Real Estate
Experience
Plaza Companies April 2013 - Present
Transwestern Commercial Services Arizona, LLC May 2008 - April 2013
Big Brothers Big Sisters of Central Arizona June 2009 - June 2012
Lee & Associates Commercial Real Estate Brokerage May 2007 - April 2008
American Funds January 2006 - April 2007
Skills
Real Estate, Tenant, Negotiation, Brokerage, Leases, Site Selection, Investment Properties, Healthcare Real Estate, Financial Analysis, Market Research, Market Analysis, Real Estate Transactions, Location Intelligence, Tenant Representation, Lease Negotiations, Commercial Real Estate, Landlords, Real Estate Development, Property, Disposition, Marketing, Real Estate Economics
Education
Arizona State University - W. P. Carey School of Business 2001 — 2005
B.S., Marketing
Brophy College Prep 1998 — 2001
Plaza Companies April 2013 - Present
Transwestern Commercial Services Arizona, LLC May 2008 - April 2013
Big Brothers Big Sisters of Central Arizona June 2009 - June 2012
Lee & Associates Commercial Real Estate Brokerage May 2007 - April 2008
American Funds January 2006 - April 2007
Skills
Real Estate, Tenant, Negotiation, Brokerage, Leases, Site Selection, Investment Properties, Healthcare Real Estate, Financial Analysis, Market Research, Market Analysis, Real Estate Transactions, Location Intelligence, Tenant Representation, Lease Negotiations, Commercial Real Estate, Landlords, Real Estate Development, Property, Disposition, Marketing, Real Estate Economics
Education
Arizona State University - W. P. Carey School of Business 2001 — 2005
B.S., Marketing
Brophy College Prep 1998 — 2001
Jason Burris's American Funds Experience September 2006 - September 2013
Job Retirement Plan Sales Consultant at Capital Group
Industry Financial Services
Experience
Capital Group September 2013 - Present
American Funds September 2006 - September 2013
Capital Group January 2008 - June 2009
Investigo Corp November 2005 - September 2006
Lincoln Financial Group November 1997 - December 2004
Skills
Alternative Investments, Asset Allocation, Series 7
Education
Ball State University - College of Business 1990 — 1994
BS, Finance
Capital Group September 2013 - Present
American Funds September 2006 - September 2013
Capital Group January 2008 - June 2009
Investigo Corp November 2005 - September 2006
Lincoln Financial Group November 1997 - December 2004
Skills
Alternative Investments, Asset Allocation, Series 7
Education
Ball State University - College of Business 1990 — 1994
BS, Finance
Dawn Yamada's American Funds Experience June 2003 - January 2004
Job Preschool Assistant
Industry Education Management
Experience
Hall & House Lumber March 2006 - March 2007
Kohl's Department Stores January 2005 - February 2006
American Funds June 2003 - January 2004
Waterfield Mortgage July 2002 - October 2003
NOVA English Conversation School June 2001 - June 2002
Allen & Coles Moving Systems; agent for North American Van Lines May 1998 - September 1998
Wabash Technologies June 1997 - September 1997
Sartorius July 1995 - September 1996
Izumi Corporation June 1991 - June 1995
Skills
Customer Service, Financial Analysis, Outlook, Process Improvement, Time Management, Software Documentation, Office Management, Sales Management
Education
Purdue University 1997 — 2000
B. S., Supervision
Purdue University 1997 — 2000
A.A.S., Administration Business
Briarcliffe College 1989 — 1991
A.A.S., Office technologies
Hall & House Lumber March 2006 - March 2007
Kohl's Department Stores January 2005 - February 2006
American Funds June 2003 - January 2004
Waterfield Mortgage July 2002 - October 2003
NOVA English Conversation School June 2001 - June 2002
Allen & Coles Moving Systems; agent for North American Van Lines May 1998 - September 1998
Wabash Technologies June 1997 - September 1997
Sartorius July 1995 - September 1996
Izumi Corporation June 1991 - June 1995
Skills
Customer Service, Financial Analysis, Outlook, Process Improvement, Time Management, Software Documentation, Office Management, Sales Management
Education
Purdue University 1997 — 2000
B. S., Supervision
Purdue University 1997 — 2000
A.A.S., Administration Business
Briarcliffe College 1989 — 1991
A.A.S., Office technologies
Andy Gierman's American Funds Experience July 2013 - February 2015
Job Regional Consultant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2015 - Present
American Funds July 2013 - February 2015
American Funds July 2011 - June 2013
Christian Audigier Brand Management February 2010 - March 2011
Lucien Concepts - Apparel Wholesale July 2009 - February 2010
Ed Hardy January 2007 - July 2007
Skills
Sales, Financial Analysis, PowerPoint, Marketing, Finance, Social Networking, Investments, Analysis, Strategic Planning, Data Analysis, Salesforce.com, Mutual Funds
Education
American University - Kogod School of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance
Goldman Sachs February 2015 - Present
American Funds July 2013 - February 2015
American Funds July 2011 - June 2013
Christian Audigier Brand Management February 2010 - March 2011
Lucien Concepts - Apparel Wholesale July 2009 - February 2010
Ed Hardy January 2007 - July 2007
Skills
Sales, Financial Analysis, PowerPoint, Marketing, Finance, Social Networking, Investments, Analysis, Strategic Planning, Data Analysis, Salesforce.com, Mutual Funds
Education
American University - Kogod School of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance
Kelley Bashara's American Funds Experience June 2009 - Present
Job Vice President at American Funds
Industry Financial Services
Experience
American Funds June 2009 - Present
American Funds June 2009 - April 2012
Skills
Financial Risk, Mutual Funds, Investments, Financial Services, Relationship Management, Risk Management, Financial Analysis, Information Security, Project Management, Public Speaking
Education
Appalachian State University 1990 — 1992
B.S>, Public Relations
Lees-McRae College 1987 — 1989
Associate of Arts (A.A.)
American Funds June 2009 - Present
American Funds June 2009 - April 2012
Skills
Financial Risk, Mutual Funds, Investments, Financial Services, Relationship Management, Risk Management, Financial Analysis, Information Security, Project Management, Public Speaking
Education
Appalachian State University 1990 — 1992
B.S>, Public Relations
Lees-McRae College 1987 — 1989
Associate of Arts (A.A.)
Colleen Durkin's American Funds Experience June 2007 - July 2010
Job Attorney at Collins & Roop
Industry Law Practice
Experience
Collins & Roop September 2015 - Present
Delaware Superior Court July 2015 - August 2015
Casarino Christman Shalk Ransom & Doss September 2014 - June 2015
Delaware Superior Court August 2013 - August 2014
Widener Law Review May 2012 - May 2013
The Honorable Calvin L. Scott, Jr. May 2012 - April 2013
Ryan, Morton & Imms, LLC January 2012 - October 2012
Durkin Law Offices, P.C. May 2011 - August 2011
American Funds June 2007 - July 2010
Skills
Legal Writing, Editing, Financial Services, Real Estate, Research, Investments, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Legal Research, Customer Service, Spanish, Lexis, Criminal Law, LexisNexis, Trials, Litigation, Civil Litigation, Courts, Westlaw
Education
Widener University School of Law 2010 — 2013
J.D., Law
Arizona State University 2003 — 2007
B.A., Spanish, Sociology
Centro de Lenguas Modernas 2006 — 2006
ISA Study Abroad- Spanish
Collins & Roop September 2015 - Present
Delaware Superior Court July 2015 - August 2015
Casarino Christman Shalk Ransom & Doss September 2014 - June 2015
Delaware Superior Court August 2013 - August 2014
Widener Law Review May 2012 - May 2013
The Honorable Calvin L. Scott, Jr. May 2012 - April 2013
Ryan, Morton & Imms, LLC January 2012 - October 2012
Durkin Law Offices, P.C. May 2011 - August 2011
American Funds June 2007 - July 2010
Skills
Legal Writing, Editing, Financial Services, Real Estate, Research, Investments, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Legal Research, Customer Service, Spanish, Lexis, Criminal Law, LexisNexis, Trials, Litigation, Civil Litigation, Courts, Westlaw
Education
Widener University School of Law 2010 — 2013
J.D., Law
Arizona State University 2003 — 2007
B.A., Spanish, Sociology
Centro de Lenguas Modernas 2006 — 2006
ISA Study Abroad- Spanish
Matthew Doss's American Funds Experience February 2015 - Present
Job Project Coordinator at American Funds
Industry Investment Management
Experience
American Funds February 2015 - Present
American Funds April 2007 - February 2015
American Funds April 2005 - March 2007
National City Bank August 2003 - April 2005
Skills
Mutual Funds, Banking, Analysis, Management, CRM, Internal Audit, Accounting, Project Management, Marketing, Sales, FINRA, Customer Service, Microsoft Office, AML, Research, Economics, OFAC
Education
Ball State University 1998 — 2002
B.S., Economics and Political Science
American Funds February 2015 - Present
American Funds April 2007 - February 2015
American Funds April 2005 - March 2007
National City Bank August 2003 - April 2005
Skills
Mutual Funds, Banking, Analysis, Management, CRM, Internal Audit, Accounting, Project Management, Marketing, Sales, FINRA, Customer Service, Microsoft Office, AML, Research, Economics, OFAC
Education
Ball State University 1998 — 2002
B.S., Economics and Political Science
Daniel Gioglio's American Funds Experience June 2005 - June 2006
Job Resource Planning and Scheduling at Vanguard
Industry Financial Services
Experience
Vanguard March 2011 - Present
Vanguard September 2007 - March 2011
USAA June 2006 - August 2007
American Funds June 2005 - June 2006
Allstate Insurance June 2002 - June 2005
Vanguard November 1998 - June 2002
Skills
Call Centers, Mutual Funds, Investments, Series 6, Series 63, Customer Service, Leadership
Education
Arizona State University 1995 — 1997
B.S., Marketing
Vanguard March 2011 - Present
Vanguard September 2007 - March 2011
USAA June 2006 - August 2007
American Funds June 2005 - June 2006
Allstate Insurance June 2002 - June 2005
Vanguard November 1998 - June 2002
Skills
Call Centers, Mutual Funds, Investments, Series 6, Series 63, Customer Service, Leadership
Education
Arizona State University 1995 — 1997
B.S., Marketing
Elaine McDowell's American Funds Experience March 2005 - Present
Job Administrative Assistant
Industry Financial Services
Experience
American Funds March 2005 - Present
Wall-AH! Interior Paint & Design January 2000 - Present
Eli Lilly April 2003 - October 2004
Ashland Distribution August 1988 - June 2001
Skills
SharePoint, Painting, Account Management, Residential Homes, Customer Service, Interior Architecture, Sales Management, Team Building, Training, Insurance, Marketing Strategy, Strategic Planning, Leadership, Marketing
Education
Indiana Institute of Technology 1997 — 2001
Bachelors, Business Administration
Ball State University 1979 — 1981
Business
John Marshall High School 1974 — 1979
American Funds March 2005 - Present
Wall-AH! Interior Paint & Design January 2000 - Present
Eli Lilly April 2003 - October 2004
Ashland Distribution August 1988 - June 2001
Skills
SharePoint, Painting, Account Management, Residential Homes, Customer Service, Interior Architecture, Sales Management, Team Building, Training, Insurance, Marketing Strategy, Strategic Planning, Leadership, Marketing
Education
Indiana Institute of Technology 1997 — 2001
Bachelors, Business Administration
Ball State University 1979 — 1981
Business
John Marshall High School 1974 — 1979
David Therrien's American Funds Experience November 2007 - October 2013
Job Senior Campaign Manager at Capital Group
Industry Financial Services
Experience
Capital Group October 2014 - Present
Capital Group October 2013 - October 2014
American Funds November 2007 - October 2013
American Funds June 2002 - November 2007
American Funds August 1998 - June 2002
Skills
Investments, Mutual Funds, Asset Allocation, Asset Management, Equities, FINRA, Finance, Financial Services, Fixed Income, IRAs, Retirement Planning, Securities, Series 6, Series 63, Series 7
Education
Arizona State University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Capital Group October 2014 - Present
Capital Group October 2013 - October 2014
American Funds November 2007 - October 2013
American Funds June 2002 - November 2007
American Funds August 1998 - June 2002
Skills
Investments, Mutual Funds, Asset Allocation, Asset Management, Equities, FINRA, Finance, Financial Services, Fixed Income, IRAs, Retirement Planning, Securities, Series 6, Series 63, Series 7
Education
Arizona State University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Renita Escamilla's American Funds Experience June 2009 - Present
Job Account Analyst at American Funds
Industry Accounting
Experience
American Funds June 2009 - Present
Capital Group August 2008 - May 2009
Education
Angelo State University 1998 — 2003
Bachelor, Finance
American Funds June 2009 - Present
Capital Group August 2008 - May 2009
Education
Angelo State University 1998 — 2003
Bachelor, Finance
Scott Witgen's American Funds Experience September 2007 - June 2009
Job Quality Assurance Director at CNA National
Industry Information Technology and Services
Experience
CNA National April 2012 - Present
US Airways April 2010 - April 2012
Coventry Health Care January 2010 - April 2010
Lumension June 2009 - December 2009
American Funds September 2007 - June 2009
Cybermetrics July 2006 - August 2007
Sage August 1998 - July 2006
Skills
Agile Methodologies, Quality Assurance, Testing, Scrum, Selenium, Software Quality..., Test Management, QTP, Requirements Analysis, SQL, VBScript, Quality Center, Microsoft SQL Server, Software Development, Test Cases, Test Planning, Web Services, Visio, System Testing, TFS, Waterfall, Performance Testing, Software Documentation, User Acceptance Testing
Education
Arizona State University 1994 — 1997
BS, Exercise Science
CNA National April 2012 - Present
US Airways April 2010 - April 2012
Coventry Health Care January 2010 - April 2010
Lumension June 2009 - December 2009
American Funds September 2007 - June 2009
Cybermetrics July 2006 - August 2007
Sage August 1998 - July 2006
Skills
Agile Methodologies, Quality Assurance, Testing, Scrum, Selenium, Software Quality..., Test Management, QTP, Requirements Analysis, SQL, VBScript, Quality Center, Microsoft SQL Server, Software Development, Test Cases, Test Planning, Web Services, Visio, System Testing, TFS, Waterfall, Performance Testing, Software Documentation, User Acceptance Testing
Education
Arizona State University 1994 — 1997
BS, Exercise Science
Malissa Utter's American Funds Experience September 2004 - June 2009
Job Student of Education in Mary Lou Fulton Teacher's College Professional Program
Industry Education Management
Experience
American Funds September 2004 - June 2009
Bed Bath & Beyond February 2001 - August 2004
United States Marine Corps July 1998 - July 2004
Skills
Employee Training, Microsoft Excel, Leadership, Performance Management, Recruiting, Outlook, Microsoft Office, Time Management, Mutual Funds, Training, Employee Relations, Event Planning, Customer Service, Event Management, Financial Services, Coaching, Organizational..., Leadership Development
Education
Arizona State University West 2012 — 2015
Bachelor of Arts (B.A.), Secondary Education; Mathematics
Glendale Community College 2010 — 2012
Associate's degree in General Education, Secondary Education (Mathematics)
American Funds September 2004 - June 2009
Bed Bath & Beyond February 2001 - August 2004
United States Marine Corps July 1998 - July 2004
Skills
Employee Training, Microsoft Excel, Leadership, Performance Management, Recruiting, Outlook, Microsoft Office, Time Management, Mutual Funds, Training, Employee Relations, Event Planning, Customer Service, Event Management, Financial Services, Coaching, Organizational..., Leadership Development
Education
Arizona State University West 2012 — 2015
Bachelor of Arts (B.A.), Secondary Education; Mathematics
Glendale Community College 2010 — 2012
Associate's degree in General Education, Secondary Education (Mathematics)
David Coolbaugh's American Funds Experience August 1990 - June 2009
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA March 2014 - Present
USAA March 2013 - February 2014
U.S. Global Investors July 2010 - September 2012
American Funds Distributors August 1990 - June 2009
American Funds August 1990 - June 2009
Skills
Series 63, Mutual Funds, Alternative Investments, Key Account Management, Series 26, Sales Management, Call Center Management, Fusion Training, Wholesale Sales, Sales Presentations, Series 7, series 66, Life & Health Insurance..., Accredited Asset..., Asset Allocation, Asset Management, FINRA, Financial Advisory, Financial Services, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities
Education
State University of New York at Binghamton
Bachelor of Science (BS), Business Management
USAA March 2014 - Present
USAA March 2013 - February 2014
U.S. Global Investors July 2010 - September 2012
American Funds Distributors August 1990 - June 2009
American Funds August 1990 - June 2009
Skills
Series 63, Mutual Funds, Alternative Investments, Key Account Management, Series 26, Sales Management, Call Center Management, Fusion Training, Wholesale Sales, Sales Presentations, Series 7, series 66, Life & Health Insurance..., Accredited Asset..., Asset Allocation, Asset Management, FINRA, Financial Advisory, Financial Services, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities
Education
State University of New York at Binghamton
Bachelor of Science (BS), Business Management
Liliana VanVort's American Funds Experience September 2003 - July 2009
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
Lincoln Financial Group. February 2011 - November 2011
The Pinnacle Group November 2009 - December 2010
American Funds September 2003 - July 2009
Sage Life Assurance July 2002 - January 2003
J&W Seligman 1998 - 2001
Seligman Advisors March 1995 - March 1998
Merrill Lynch December 1989 - December 1994
Skills
Bilingual-Spanish, Computer Literate, Problem Solving, Compliance, New Business Development, Teamwork, Insurance, Securities, Mutual Funds, Finance, Retirement Planning, Financial Services, Customer Service, Financial Advisory
Education
Baruch College, City University of New York (CUNY)
BA, International Marketing
Edward Jones April 2012 - Present
Lincoln Financial Group. February 2011 - November 2011
The Pinnacle Group November 2009 - December 2010
American Funds September 2003 - July 2009
Sage Life Assurance July 2002 - January 2003
J&W Seligman 1998 - 2001
Seligman Advisors March 1995 - March 1998
Merrill Lynch December 1989 - December 1994
Skills
Bilingual-Spanish, Computer Literate, Problem Solving, Compliance, New Business Development, Teamwork, Insurance, Securities, Mutual Funds, Finance, Retirement Planning, Financial Services, Customer Service, Financial Advisory
Education
Baruch College, City University of New York (CUNY)
BA, International Marketing
Hillary Heuft's American Funds Experience February 2014 - Present
Job Senior Sales Support Coordinator, Sales and Marketing at American Funds
Industry Financial Services
Experience
American Funds February 2014 - Present
American Funds June 2010 - February 2014
American Funds October 2007 - June 2010
Skills
Customer Service, Financial Services, Access, Lotus Notes, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Outlook, PowerPoint, Relationship Management, Business Analysis, Vendor Management, Process Improvement, Leadership
Education
Arizona State University 2002 — 2005
BA, Communication
American Funds February 2014 - Present
American Funds June 2010 - February 2014
American Funds October 2007 - June 2010
Skills
Customer Service, Financial Services, Access, Lotus Notes, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Outlook, PowerPoint, Relationship Management, Business Analysis, Vendor Management, Process Improvement, Leadership
Education
Arizona State University 2002 — 2005
BA, Communication
Julie Edelen's American Funds Experience May 2002 - Present
Job Team Manager at American Funds
Industry Financial Services
Experience
American Funds May 2002 - Present
USAIRWAYS 1989 - 2001
Skills
Mutual Funds, Investments, Financial Services, Securities, Retirement Planning, 401k, Retirement, Call Centers, Risk Management
Education
Indiana University-Purdue University at Indianapolis 1983 — 1986
Ball State University 1980 — 1984
American Funds May 2002 - Present
USAIRWAYS 1989 - 2001
Skills
Mutual Funds, Investments, Financial Services, Securities, Retirement Planning, 401k, Retirement, Call Centers, Risk Management
Education
Indiana University-Purdue University at Indianapolis 1983 — 1986
Ball State University 1980 — 1984
Andrew Claeson's American Funds Experience January 2014 - Present
Job Retirement Plan Counselor at American Funds
Industry Investment Management
Experience
American Funds January 2014 - Present
Fidelity Investments December 1998 - January 2014
Education
Bryant University
MBA
American Funds January 2014 - Present
Fidelity Investments December 1998 - January 2014
Education
Bryant University
MBA
Karen Biggins's American Funds Experience February 2006 - March 2007
Job Banking Professional
Industry Banking
Experience
American Funds February 2006 - March 2007
Bank of America June 2004 - December 2004
Bank of America January 2002 - June 2004
Bank of America April 2000 - January 2002
Bank of America 1993 - 2002
Bank of America January 1995 - April 2000
Bank of America August 1993 - January 1995
Education
The University of Texas at Austin 1991 — 1993
MBA, International Business, Business Law
Baylor University 1987 — 1991
BBA, Economics, International Business
American Funds February 2006 - March 2007
Bank of America June 2004 - December 2004
Bank of America January 2002 - June 2004
Bank of America April 2000 - January 2002
Bank of America 1993 - 2002
Bank of America January 1995 - April 2000
Bank of America August 1993 - January 1995
Education
The University of Texas at Austin 1991 — 1993
MBA, International Business, Business Law
Baylor University 1987 — 1991
BBA, Economics, International Business
Hugh Hairston's American Funds Experience 1998 - 2004
Job Overnight Inventory Management Specialist at WalMart
Industry Retail
Experience
Wal-Mart August 2004 - Present
American Funds 1998 - 2004
Skills
Customer Service, Access, Networking, Leadership, PowerPoint, Information Technology, Computer Repair, Microsoft Office, Microsoft Excel, Time Management, Budgets, Recruiting, Inventory Control, Inventory Management, Research, Teamwork, Team Leadership, Windows, Public Speaking, Social Media, Customer Satisfaction, Team Building, Supervisory Skills, Management, Training, Strategic Planning
Education
American InterContinental University 2001 — 2002
BS, Information Technology
ECPI University 1999 — 2001
AAS, IT/Programming
Clevelend High School 1989 — 1992
Wal-Mart August 2004 - Present
American Funds 1998 - 2004
Skills
Customer Service, Access, Networking, Leadership, PowerPoint, Information Technology, Computer Repair, Microsoft Office, Microsoft Excel, Time Management, Budgets, Recruiting, Inventory Control, Inventory Management, Research, Teamwork, Team Leadership, Windows, Public Speaking, Social Media, Customer Satisfaction, Team Building, Supervisory Skills, Management, Training, Strategic Planning
Education
American InterContinental University 2001 — 2002
BS, Information Technology
ECPI University 1999 — 2001
AAS, IT/Programming
Clevelend High School 1989 — 1992
Elaine Jarvie's American Funds Experience September 2007 - September 2010
Job Associate Ticket Manager at Brigham Young University
Industry Events Services
Experience
Brigham Young University September 2010 - Present
American Funds September 2007 - September 2010
Marriott Center Ticket Office 2002 - 2007
Skills
Leadership, Public Speaking, PowerPoint, Microsoft Excel, Event Planning, Social Media, Microsoft Office, Fundraising, Customer Service, Public Relations, Management, Sales, Facebook, Editing, New Business Development, Strategic Planning, Negotiation, Sales Management, Marketing, Training, Analysis, Budgets, Research, CRM, Salesforce.com, Inventory Management
Education
Brigham Young University 2003 — 2006
Masters, Public Administration
Brigham Young University 1993 — 1996
Bachelor, Health Promotion
Brigham Young University September 2010 - Present
American Funds September 2007 - September 2010
Marriott Center Ticket Office 2002 - 2007
Skills
Leadership, Public Speaking, PowerPoint, Microsoft Excel, Event Planning, Social Media, Microsoft Office, Fundraising, Customer Service, Public Relations, Management, Sales, Facebook, Editing, New Business Development, Strategic Planning, Negotiation, Sales Management, Marketing, Training, Analysis, Budgets, Research, CRM, Salesforce.com, Inventory Management
Education
Brigham Young University 2003 — 2006
Masters, Public Administration
Brigham Young University 1993 — 1996
Bachelor, Health Promotion
Siobhan Harris's American Funds Experience August 2007 - June 2009
Job Event Planning/Marketing Specialist
Industry Legal Services
Experience
St. Francis of Assisi School March 2011 - June 2014
Seattle Ornament™ August 2009 - December 2012
American Funds August 2007 - June 2009
Pacific Life May 2005 - July 2007
Maritz Travel Company August 2003 - May 2005
Education
Appalachian State University 1997 — 2002
BSBA, Business Management
The University of Western Australia 2000 — 2000
St. Francis of Assisi School March 2011 - June 2014
Seattle Ornament™ August 2009 - December 2012
American Funds August 2007 - June 2009
Pacific Life May 2005 - July 2007
Maritz Travel Company August 2003 - May 2005
Education
Appalachian State University 1997 — 2002
BSBA, Business Management
The University of Western Australia 2000 — 2000
Caroline Giacometti's American Funds Experience February 2006 - March 2007
Job Belts Production Coordinator
Industry Apparel & Fashion
Experience
Rodan & Fields Dermatologists May 2013 - Present
Steve Madden November 2011 - Present
Ackerman & Associates July 2009 - January 2010
Rushing Financial Group May 2007 - September 2008
American Funds February 2006 - March 2007
Skills
Organization Skills, Prioritize Workload, Microsoft Office, Training, Mentoring, Account Management, Written Communication, Direct Sales, Administrative..., Front Office Support, Project Coordination, Resolving Issues, Time Management, Retail, Makeup Artistry, Marketing, Sales, Skin Care Products, Microsoft Word, Sales Management
Education
Indiana University-Purdue University at Indianapolis 2003 — 2007
Event Mngt, Hospitality
Honors Beauty College
Aesthetician/Esthetician and Skin Care Specialist
Rodan & Fields Dermatologists May 2013 - Present
Steve Madden November 2011 - Present
Ackerman & Associates July 2009 - January 2010
Rushing Financial Group May 2007 - September 2008
American Funds February 2006 - March 2007
Skills
Organization Skills, Prioritize Workload, Microsoft Office, Training, Mentoring, Account Management, Written Communication, Direct Sales, Administrative..., Front Office Support, Project Coordination, Resolving Issues, Time Management, Retail, Makeup Artistry, Marketing, Sales, Skin Care Products, Microsoft Word, Sales Management
Education
Indiana University-Purdue University at Indianapolis 2003 — 2007
Event Mngt, Hospitality
Honors Beauty College
Aesthetician/Esthetician and Skin Care Specialist
Lori Ann Singleton's American Funds Experience November 2004 - March 2010
Job Looking for a new and challenging position
Industry Consumer Services
Experience
Brookline College September 2012 - March 2014
Anthem College Online September 2010 - April 2012
US Census Bureau April 2010 - August 2010
American Funds November 2004 - March 2010
Alaska Airlines August 1999 - November 2004
Skills
Phone Skills, Multi-line Phone, Customer Service, Customer Support, Customer Engagement, Microsoft Office, Lotus Notes, Web Chat, Sales
Education
Anthem College-Phoenix 2010 — 2012
Associate of Science (A.S.), Business Administration and Management, General
College of Alameda 1994 — 1996
Associate of Arts degree, General Curriculum
Brookline College September 2012 - March 2014
Anthem College Online September 2010 - April 2012
US Census Bureau April 2010 - August 2010
American Funds November 2004 - March 2010
Alaska Airlines August 1999 - November 2004
Skills
Phone Skills, Multi-line Phone, Customer Service, Customer Support, Customer Engagement, Microsoft Office, Lotus Notes, Web Chat, Sales
Education
Anthem College-Phoenix 2010 — 2012
Associate of Science (A.S.), Business Administration and Management, General
College of Alameda 1994 — 1996
Associate of Arts degree, General Curriculum
Mary Anne Perez's American Funds Experience February 2006 - Present
Job Email Producer at American Funds
Industry Financial Services
Experience
American Funds February 2006 - Present
The Capital Group of Companies, Inc January 2006 - Present
DIRECTV March 1998 - February 2006
DIRECTV Inc January 1998 - January 2006
Skills
Photoshop, Dreamweaver, HTML, ExactTarget, Editing, Writing
Education
Arizona State University 1994 — 1997
Bachelor of Arts, Journalism
Arizona State University
Bachelor of Arts (B.A.), Journalism
American Funds February 2006 - Present
The Capital Group of Companies, Inc January 2006 - Present
DIRECTV March 1998 - February 2006
DIRECTV Inc January 1998 - January 2006
Skills
Photoshop, Dreamweaver, HTML, ExactTarget, Editing, Writing
Education
Arizona State University 1994 — 1997
Bachelor of Arts, Journalism
Arizona State University
Bachelor of Arts (B.A.), Journalism
Brenda Gardner's American Funds Experience November 2002 - August 2004
Job Administrative Assistant at Baldwin & Lyons, Inc.
Industry Insurance
Experience
Baldwin & Lyons, Inc. August 2014 - Present
Biechele Royce Advisors November 2012 - August 2014
St. Vincent Health August 2010 - November 2012
WellPoint August 2004 - November 2009
American Funds November 2002 - August 2004
Epson America Inc. October 1999 - November 2002
Anthem May 1994 - October 1999
Purdue University March 1989 - May 1994
Stallard & Schuh, Inc. October 1986 - March 1989
Skills
Administrative..., Invoicing, Payroll, Outlook, Accounts Payable, Time Management, Budgets, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Interviews, Teamwork, Purchasing
Education
Ball State University
Associate of Arts, Secretarial
Hendricks Regional Health
Medical Terminology
Indiana Institute of Technology
Bachelor of Science, Business Administration
Baldwin & Lyons, Inc. August 2014 - Present
Biechele Royce Advisors November 2012 - August 2014
St. Vincent Health August 2010 - November 2012
WellPoint August 2004 - November 2009
American Funds November 2002 - August 2004
Epson America Inc. October 1999 - November 2002
Anthem May 1994 - October 1999
Purdue University March 1989 - May 1994
Stallard & Schuh, Inc. October 1986 - March 1989
Skills
Administrative..., Invoicing, Payroll, Outlook, Accounts Payable, Time Management, Budgets, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Interviews, Teamwork, Purchasing
Education
Ball State University
Associate of Arts, Secretarial
Hendricks Regional Health
Medical Terminology
Indiana Institute of Technology
Bachelor of Science, Business Administration
Khouloud Bustami's American Funds Experience September 2009 - Present
Job Vice President at American Funds.
Industry Financial Services
Experience
American Funds September 2009 - Present
American Funds 2003 - 2009
American Funds 1997 - 2003
Skills
Mutual Funds, Financial Services, Investments, 401k, Retirement Planning, Relationship Management, Strategic Financial..., Risk Management, Asset Management, Alternative Investments, Series 63, Customer Service, Talent Management, Series 6, Series 7, Leadership, Equities, Fixed Income, Performance Management, Vendor Management, Process Improvement, IRAs, Financial Advisory
Education
Adelphi University
Postgraduate Education, Junior Accountant
Damascus University
Bachelor of Science, Business Administration with Focus in Economics and Commerce
American Funds September 2009 - Present
American Funds 2003 - 2009
American Funds 1997 - 2003
Skills
Mutual Funds, Financial Services, Investments, 401k, Retirement Planning, Relationship Management, Strategic Financial..., Risk Management, Asset Management, Alternative Investments, Series 63, Customer Service, Talent Management, Series 6, Series 7, Leadership, Equities, Fixed Income, Performance Management, Vendor Management, Process Improvement, IRAs, Financial Advisory
Education
Adelphi University
Postgraduate Education, Junior Accountant
Damascus University
Bachelor of Science, Business Administration with Focus in Economics and Commerce
Alicia Pearce's American Funds Experience November 2013 - May 2014
Job Office Administrator at Allstaff Services Inc
Industry Marketing and Advertising
Experience
Trans City Life Insurance May 2014 - Present
A Culinary Concept December 2011 - Present
Show Up Strong January 2005 - Present
American Funds November 2013 - May 2014
Wilmington Trust February 2013 - May 2013
Staff Logic 2013 - 2013
First Preston Management March 2011 - September 2011
The Walt Disney Company August 2010 - January 2011
Skills
Culinary Skills, QuickBooks, OnBase, Supervisory Skills, Retail, Chef, Inventory Management, Invoicing, Spreadsheets, PeopleSoft, Office Management, Data Entry, Payroll, Budgets, Lotus Notes, Hospitality, Process Scheduler, Administrative..., Ingredients, Accounts Payable, Customer Satisfaction, Microsoft Excel, Microsoft Word, PowerPoint, Mutual Funds, Investments, Managerial Skills, Telephone Skills, Accounting, Travel Arrangements, Accounts Receivable, Account Reconciliation, Teamwork, Employee Training, Benefits Administration, Executive Support, Office Administration, Bookkeeping, General Ledger, Phone Etiquette, Online Research, Microsoft Office 2007, Finance, Pivot Tables, Expenses, Facebook, Administration, Calendars, Critical Thinking, Team Leadership
Education
Le Cordon Bleu College of Culinary Arts-Scottsdale 2012 — 2012
Certificate, Culinary Arts/Chef Training, 3.19
Arizona State University West 2008 — 2010
B.S., Global Business/Marketing
Lutheran Highschool 1998 — 2002
Trans City Life Insurance May 2014 - Present
A Culinary Concept December 2011 - Present
Show Up Strong January 2005 - Present
American Funds November 2013 - May 2014
Wilmington Trust February 2013 - May 2013
Staff Logic 2013 - 2013
First Preston Management March 2011 - September 2011
The Walt Disney Company August 2010 - January 2011
Skills
Culinary Skills, QuickBooks, OnBase, Supervisory Skills, Retail, Chef, Inventory Management, Invoicing, Spreadsheets, PeopleSoft, Office Management, Data Entry, Payroll, Budgets, Lotus Notes, Hospitality, Process Scheduler, Administrative..., Ingredients, Accounts Payable, Customer Satisfaction, Microsoft Excel, Microsoft Word, PowerPoint, Mutual Funds, Investments, Managerial Skills, Telephone Skills, Accounting, Travel Arrangements, Accounts Receivable, Account Reconciliation, Teamwork, Employee Training, Benefits Administration, Executive Support, Office Administration, Bookkeeping, General Ledger, Phone Etiquette, Online Research, Microsoft Office 2007, Finance, Pivot Tables, Expenses, Facebook, Administration, Calendars, Critical Thinking, Team Leadership
Education
Le Cordon Bleu College of Culinary Arts-Scottsdale 2012 — 2012
Certificate, Culinary Arts/Chef Training, 3.19
Arizona State University West 2008 — 2010
B.S., Global Business/Marketing
Lutheran Highschool 1998 — 2002
Leamon Tamas's American Funds Experience October 2005 - January 2006
Job Sr Business Analyst at Avnet
Industry Financial Services
Experience
Avnet May 2015 - Present
Financial Engines May 2014 - May 2015
Rinchem July 2012 - August 2013
Rinchem June 2011 - August 2012
Edward Jones February 2006 - June 2010
American Funds October 2005 - January 2006
Skills
Training, Process Improvement, Project Management, Customer Service, Data Analysis, Management, Root Cause Analysis, Call Center Operations, Process Flow..., Analysis, Operations Management, Supply Chain Management, Marketing, Business Analysis, Cross-functional Team..., Financial Analysis, Leadership, Microsoft Office, Vendor Management
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Strategic Marketing
The Ohio State University 2003 — 2005
Bachelor of Arts, Strategic Communication
Avnet May 2015 - Present
Financial Engines May 2014 - May 2015
Rinchem July 2012 - August 2013
Rinchem June 2011 - August 2012
Edward Jones February 2006 - June 2010
American Funds October 2005 - January 2006
Skills
Training, Process Improvement, Project Management, Customer Service, Data Analysis, Management, Root Cause Analysis, Call Center Operations, Process Flow..., Analysis, Operations Management, Supply Chain Management, Marketing, Business Analysis, Cross-functional Team..., Financial Analysis, Leadership, Microsoft Office, Vendor Management
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Strategic Marketing
The Ohio State University 2003 — 2005
Bachelor of Arts, Strategic Communication
Christopher Jaynes's American Funds Experience November 2002 - March 2004
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2014 - Present
Charles Schwab January 2012 - August 2012
Vanguard February 2008 - March 2010
Vanguard March 2004 - February 2008
American Funds November 2002 - March 2004
Charles Schwab August 2000 - August 2002
Education
Arizona State University - W. P. Carey School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1994 — 1999
Bachelor of Science (BS)
Scottrade March 2014 - Present
Charles Schwab January 2012 - August 2012
Vanguard February 2008 - March 2010
Vanguard March 2004 - February 2008
American Funds November 2002 - March 2004
Charles Schwab August 2000 - August 2002
Education
Arizona State University - W. P. Carey School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1994 — 1999
Bachelor of Science (BS)
Yee-Ping Cho's American Funds Experience June 2007 - February 2014
Job Associate photo mentor, volunteer at Venice Arts
Industry Design
Experience
Yee-Ping Cho Design 2002 - Present
Venice Arts September 2014 - Present
American Funds June 2007 - February 2014
Art Center College of Design 2003 - 2005
The Art Institutes 2000 - 2002
Baker Brand Communications 1991 - 2001
Cross Associates 1987 - 1990
Skills
Mac and PC, Adobe CS: InDesign,..., Adobe Acrobat, Word and Excel, PowerPoint and Keynote, Weebly, Art Direction, Graphic Design, Photography, Corporate Communications, Marketing Communications, Branding & Identity, Annual Reports, Interaction Design, Brochures, Typography, Print, Visual Communication, Art, Collateral, Graphics, Concept Development, Design Strategy, Communication Design, Creative Strategy, Layout, Invitations, Information Design, Image Editing, Visual Design, Editorial, Image Manipulation, Publications, Catalogs, Posters, Book Design, Illustration, Web Design, Creative Direction, Brand Development, Adobe Creative Suite, Corporate Identity, Logo Design
Education
Arizona State University 1981 — 1985
BFA, Graphic Design
Yee-Ping Cho Design 2002 - Present
Venice Arts September 2014 - Present
American Funds June 2007 - February 2014
Art Center College of Design 2003 - 2005
The Art Institutes 2000 - 2002
Baker Brand Communications 1991 - 2001
Cross Associates 1987 - 1990
Skills
Mac and PC, Adobe CS: InDesign,..., Adobe Acrobat, Word and Excel, PowerPoint and Keynote, Weebly, Art Direction, Graphic Design, Photography, Corporate Communications, Marketing Communications, Branding & Identity, Annual Reports, Interaction Design, Brochures, Typography, Print, Visual Communication, Art, Collateral, Graphics, Concept Development, Design Strategy, Communication Design, Creative Strategy, Layout, Invitations, Information Design, Image Editing, Visual Design, Editorial, Image Manipulation, Publications, Catalogs, Posters, Book Design, Illustration, Web Design, Creative Direction, Brand Development, Adobe Creative Suite, Corporate Identity, Logo Design
Education
Arizona State University 1981 — 1985
BFA, Graphic Design
Patsy Grogan's American Funds Experience January 2007 - Present
Job Senior Shareholder Services Rep at American Funds
Industry Financial Services
Experience
American Funds January 2007 - Present
Predicate Logic September 2005 - January 2007
Education
Cabrini College
Behavioral Science
American Funds January 2007 - Present
Predicate Logic September 2005 - January 2007
Education
Cabrini College
Behavioral Science
Joe Knoth, MBA's American Funds Experience May 2006 - January 2013
Job Financial Advisor at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group January 2013 - Present
American Funds May 2006 - January 2013
Skills
Competitive Analysis, Sales, Customer Service, Leadership, Marketing, Strategic Planning, Salesforce.com, Sales Management, New Business Development, Cold Calling, Team Building, Account Management, Retirement, Finance, Financial Analysis
Education
Indiana Wesleyan University 2009 — 2011
Masters, Business Administration
Ball State University 2004 — 2006
Bachelor, Finance
Loyola University New Orleans 2002 — 2004
Business
Bishop Chatard 1998 — 2002
WestPoint Financial Group January 2013 - Present
American Funds May 2006 - January 2013
Skills
Competitive Analysis, Sales, Customer Service, Leadership, Marketing, Strategic Planning, Salesforce.com, Sales Management, New Business Development, Cold Calling, Team Building, Account Management, Retirement, Finance, Financial Analysis
Education
Indiana Wesleyan University 2009 — 2011
Masters, Business Administration
Ball State University 2004 — 2006
Bachelor, Finance
Loyola University New Orleans 2002 — 2004
Business
Bishop Chatard 1998 — 2002
Jayne Watson's American Funds Experience April 2006 - November 2006
Job Director of Operations Residence Inn Dallas Plano
Industry Hospitality
Experience
Marriott International October 2011 - Present
J. Dean Keegan PC May 2007 - September 2010
Vangent, Inc. December 2006 - March 2007
American Funds April 2006 - November 2006
JW Marriott Desert Ridge Resort and Spa November 2004 - April 2006
Skills
Outlook, Microsoft Excel, Quicken, QuickBooks, Microsoft Works, Microsoft Windows 98, Peachtree, Customer Service, Process Scheduler, Microsoft Office, Microsoft Word, 10 Key, Office Administration, Payroll, Time Management, Customer Satisfaction, Administrative...
Education
Art Institute of Phoenix 1999 — 2000
Culinary Arts
Marriott International October 2011 - Present
J. Dean Keegan PC May 2007 - September 2010
Vangent, Inc. December 2006 - March 2007
American Funds April 2006 - November 2006
JW Marriott Desert Ridge Resort and Spa November 2004 - April 2006
Skills
Outlook, Microsoft Excel, Quicken, QuickBooks, Microsoft Works, Microsoft Windows 98, Peachtree, Customer Service, Process Scheduler, Microsoft Office, Microsoft Word, 10 Key, Office Administration, Payroll, Time Management, Customer Satisfaction, Administrative...
Education
Art Institute of Phoenix 1999 — 2000
Culinary Arts
Alissa Dodson's American Funds Experience April 2005 - April 2012
Job Office Services Coordinator
Industry Facilities Services
Experience
Captial Group April 2012 - Present
American Funds April 2005 - April 2012
AT&T August 1996 - April 2004
Skills
Recruiting, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Employee Benefits, Customer Service, Performance Management, Employee Relations, Leadership, Financial Services, Mutual Funds, Process Improvement, Training, Vendor Management
Education
Arizona State University 1996 — 1998
B.S., Psychology
University of Arizona
Captial Group April 2012 - Present
American Funds April 2005 - April 2012
AT&T August 1996 - April 2004
Skills
Recruiting, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Employee Benefits, Customer Service, Performance Management, Employee Relations, Leadership, Financial Services, Mutual Funds, Process Improvement, Training, Vendor Management
Education
Arizona State University 1996 — 1998
B.S., Psychology
University of Arizona
Kristin (Lemmon) Hall's American Funds Experience April 2000 - February 2007
Job Consulting/Strategic Decisions
Industry Market Research
Experience
K.H. Consulting August 2006 - Present
American Funds April 2000 - February 2007
Lincoln Financial Group June 1999 - October 1999
Pacific Income Advisers July 1996 - February 1999
Bank One September 1995 - May 1996
Skills
Competitive Intelligence, Segmentation, Investments, Marketing Research, Equities, Focus Groups, Analytics, Business Insights, Competitive Analysis, Customer Insight, Market Analysis, Market Research, Primary Research, Quantitative Analytics, Quantitative Research, Leadership, Management, Marketing, Marketing Strategy, Strategy
Education
Thunderbird School of Global Management 1994 — 1996
Master of International Management
California Lutheran University 1990 — 1993
Bachelor of Arts (B.A.), Political Science and Government
K.H. Consulting August 2006 - Present
American Funds April 2000 - February 2007
Lincoln Financial Group June 1999 - October 1999
Pacific Income Advisers July 1996 - February 1999
Bank One September 1995 - May 1996
Skills
Competitive Intelligence, Segmentation, Investments, Marketing Research, Equities, Focus Groups, Analytics, Business Insights, Competitive Analysis, Customer Insight, Market Analysis, Market Research, Primary Research, Quantitative Analytics, Quantitative Research, Leadership, Management, Marketing, Marketing Strategy, Strategy
Education
Thunderbird School of Global Management 1994 — 1996
Master of International Management
California Lutheran University 1990 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Tanika Scott's American Funds Experience December 2002 - November 2003
Job Alumni Programs Assistant at IUPUI
Industry Events Services
Experience
IUPUI July 2011 - August 2015
The Indianapolis Star September 2009 - August 2011
ProLogis June 2007 - May 2011
Summit Realty Group December 2003 - June 2007
American Funds December 2002 - November 2003
F.C. Tucker Home-Link April 2001 - June 2002
Zurich North America June 1999 - April 2001
Skills
Event Planning, Social Media, Marketing, Social Networking, Customer Service, Microsoft Excel, Event Management, PowerPoint, Sales, Outlook, Public Speaking, Research, Non-profits, Microsoft Office, Social Media Marketing, Project Management, Fundraising, Marketing Strategy, Budgets, Microsoft Word, Training, Access, Management, Alumni Relations, Facebook, Volunteer Management, Market Research
Education
Indiana University
Certificate, Events Management
Butler University 1995 — 1999
Bachelors, Marketing
Pike High School
IUPUI July 2011 - August 2015
The Indianapolis Star September 2009 - August 2011
ProLogis June 2007 - May 2011
Summit Realty Group December 2003 - June 2007
American Funds December 2002 - November 2003
F.C. Tucker Home-Link April 2001 - June 2002
Zurich North America June 1999 - April 2001
Skills
Event Planning, Social Media, Marketing, Social Networking, Customer Service, Microsoft Excel, Event Management, PowerPoint, Sales, Outlook, Public Speaking, Research, Non-profits, Microsoft Office, Social Media Marketing, Project Management, Fundraising, Marketing Strategy, Budgets, Microsoft Word, Training, Access, Management, Alumni Relations, Facebook, Volunteer Management, Market Research
Education
Indiana University
Certificate, Events Management
Butler University 1995 — 1999
Bachelors, Marketing
Pike High School
Cathleen Koontz's American Funds Experience 1997 - 2003
Job Call Center Manager at Indiana Public Retirement System
Industry Government Administration
Experience
Indiana Public Retirement System 2003 - Present
American Funds 1997 - 2003
Education
Butler University
Indiana Wesleyan University
Bachelors, Business Management
Indiana Public Retirement System 2003 - Present
American Funds 1997 - 2003
Education
Butler University
Indiana Wesleyan University
Bachelors, Business Management
Joe Pitocco's American Funds Experience March 2001 - July 2007
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
L'Arche Kilkenny 2011 - Present
K2 Network July 2008 - September 2009
American Funds March 2001 - July 2007
California Department of Corrections January 1996 - March 2001
Skills
Public Speaking, Instructor-led Training, Dictaphone, Handyman Services, PC building, Landscaping, Website Building, Satellite TV, Problem Solving, Negotiation, Real Estate, Personal Care, Cooking, Cleaning, Office Equipment, Office Management, Quality Assurance, Project Planning, Coaching, Time Management, Process Scheduler, Call Centers, Customer Satisfaction, Finance
Education
Bakersfield College
Fullerton College
L'Arche Kilkenny 2011 - Present
K2 Network July 2008 - September 2009
American Funds March 2001 - July 2007
California Department of Corrections January 1996 - March 2001
Skills
Public Speaking, Instructor-led Training, Dictaphone, Handyman Services, PC building, Landscaping, Website Building, Satellite TV, Problem Solving, Negotiation, Real Estate, Personal Care, Cooking, Cleaning, Office Equipment, Office Management, Quality Assurance, Project Planning, Coaching, Time Management, Process Scheduler, Call Centers, Customer Satisfaction, Finance
Education
Bakersfield College
Fullerton College
Pierce Andy's American Funds Experience January 2007 - January 2008
Job Telecommunications Analyst at Grifols
Industry Pharmaceuticals
Experience
Grifols August 2011 - Present
BNY Mellon July 2008 - July 2011
American Funds January 2007 - January 2008
Education
California State Polytechnic University-Pomona 2002 — 2006
Bachelor of Arts (B.A.), History
North Carolina Central University School of Law
Grifols August 2011 - Present
BNY Mellon July 2008 - July 2011
American Funds January 2007 - January 2008
Education
California State Polytechnic University-Pomona 2002 — 2006
Bachelor of Arts (B.A.), History
North Carolina Central University School of Law
Chris Booher's American Funds Experience January 2006 - June 2015
Job Cashiering Senior Specialist
Industry Investment Management
Experience
Charles Schwab August 2015 - Present
American Funds January 2006 - June 2015
Skills
Customer Service, Microsoft Office, Mutual Funds, Customer Satisfaction, Investors, Financial Services, Workflow Management, Operations Management, Management, Risk Management, Business Analysis, Microsoft Excel, Team Building, Project Management, Leadership
Education
Arizona State University 2001 — 2005
Global Business, Finance, Global Business - Finance
Charles Schwab August 2015 - Present
American Funds January 2006 - June 2015
Skills
Customer Service, Microsoft Office, Mutual Funds, Customer Satisfaction, Investors, Financial Services, Workflow Management, Operations Management, Management, Risk Management, Business Analysis, Microsoft Excel, Team Building, Project Management, Leadership
Education
Arizona State University 2001 — 2005
Global Business, Finance, Global Business - Finance
Sue Lucy's American Funds Experience September 2004 - Present
Job Senior Client Service Representative at American Funds
Industry Research
Experience
American Funds September 2004 - Present
EDS Group 1994 - 2004
EDS Group 1994 - 2004
EDS Group 1994 - 2004
Skills
Customer Service, Leadership Development, Public Speaking, Mutual Funds, Quality Assurance, Microsoft Office, Research and Resolutions, Microsoft Word, PowerPoint, Outlook, Training, Team Building, Continuous Improvement, Business Process..., Event Management, Process Improvement, Financial Services, Leadership, Microsoft Excel
Education
Brigham Young University
Special Education and Teaching
Chandler/Gilbert Community College
Adult and Continuing Education and Teaching
Mesa Community College
General Education
American Funds September 2004 - Present
EDS Group 1994 - 2004
EDS Group 1994 - 2004
EDS Group 1994 - 2004
Skills
Customer Service, Leadership Development, Public Speaking, Mutual Funds, Quality Assurance, Microsoft Office, Research and Resolutions, Microsoft Word, PowerPoint, Outlook, Training, Team Building, Continuous Improvement, Business Process..., Event Management, Process Improvement, Financial Services, Leadership, Microsoft Excel
Education
Brigham Young University
Special Education and Teaching
Chandler/Gilbert Community College
Adult and Continuing Education and Teaching
Mesa Community College
General Education
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY