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
Margaret Babbitt Margaret Babbitt's American Funds Experience November 2004 - February 2006
Job Juris Doctor
Industry Legal Services
Experience
California Western School of Law January 2013 - May 2015
Fay & Lawler May 2014 - August 2014
California Western School of Law February 2014 - May 2014
Elder Law & Advocacy January 2014 - April 2014
LPL Financial September 2007 - January 2009
Edward Jones June 2006 - August 2007
American Funds November 2004 - February 2006
First Command Financial Services March 2004 - October 2004
US Navy September 2002 - November 2003
US Navy August 2000 - June 2002
Skills
Investments, Microsoft Office, Leadership, Strategic Planning, Analysis, Marketing, Business Development, Marketing Strategy, Budgets, Public Speaking, Research, Team Leadership, Securities, Retirement Planning, Microsoft Excel, Mutual Funds, Editing, Fundraising, Sales, Event Planning, Legal Writing, Legal Research, Management, Customer Service
Education
California Western School of Law 2013 — 2015
Juris Doctor (J.D.), Cum Laude
The University of New Mexico 1993 — 1999
Bachelor of Science (B.S.), Biology, General
California Western School of Law January 2013 - May 2015
Fay & Lawler May 2014 - August 2014
California Western School of Law February 2014 - May 2014
Elder Law & Advocacy January 2014 - April 2014
LPL Financial September 2007 - January 2009
Edward Jones June 2006 - August 2007
American Funds November 2004 - February 2006
First Command Financial Services March 2004 - October 2004
US Navy September 2002 - November 2003
US Navy August 2000 - June 2002
Skills
Investments, Microsoft Office, Leadership, Strategic Planning, Analysis, Marketing, Business Development, Marketing Strategy, Budgets, Public Speaking, Research, Team Leadership, Securities, Retirement Planning, Microsoft Excel, Mutual Funds, Editing, Fundraising, Sales, Event Planning, Legal Writing, Legal Research, Management, Customer Service
Education
California Western School of Law 2013 — 2015
Juris Doctor (J.D.), Cum Laude
The University of New Mexico 1993 — 1999
Bachelor of Science (B.S.), Biology, General
Mark Steburg Mark Steburg's American Funds Experience April 2011 - September 2013
Job Minister at South Bay Church
Industry Nonprofit Organization Management
Experience
South Bay Church August 2015 - Present
Capital Group September 2013 - July 2015
American Funds April 2011 - September 2013
American Funds September 2004 - April 2011
Principal Financial Group June 1995 - September 2004
Skills
Mutual Funds, Defined Contribution, Investment Advisory, Sales, Marketing Strategy, Leadership, Fiduciary Services, Strategic Planning, Asset Allocation, Financial Services, Retirement Planning, 401k, Series 63, Asset Management, Portfolio Management, Management, Risk Management, Investments, Retirement, Leadership Development, Investment Management, Entrepreneurship, Relationship Management, Social Networking, New Business Development, Series 6, Business Development, Team Leadership, Team Building, Series 7, Fundraising, Business Planning, Sales Management
Education
Central College 1991 — 1995
Bachelor of Arts (B.A.), International/Global Studies
Universidad de Granada
Western European Studies
South Bay Church August 2015 - Present
Capital Group September 2013 - July 2015
American Funds April 2011 - September 2013
American Funds September 2004 - April 2011
Principal Financial Group June 1995 - September 2004
Skills
Mutual Funds, Defined Contribution, Investment Advisory, Sales, Marketing Strategy, Leadership, Fiduciary Services, Strategic Planning, Asset Allocation, Financial Services, Retirement Planning, 401k, Series 63, Asset Management, Portfolio Management, Management, Risk Management, Investments, Retirement, Leadership Development, Investment Management, Entrepreneurship, Relationship Management, Social Networking, New Business Development, Series 6, Business Development, Team Leadership, Team Building, Series 7, Fundraising, Business Planning, Sales Management
Education
Central College 1991 — 1995
Bachelor of Arts (B.A.), International/Global Studies
Universidad de Granada
Western European Studies
Micha Mayotte Micha Mayotte's American Funds Experience May 2007 - October 2011
Job Blogger at Scoops of Poops
Industry Writing and Editing
Experience
Scoops of Poops January 2015 - Present
Solid Landings Behavioral Health March 2014 - February 2015
Solid Landings Behavioral Health May 2013 - March 2014
YMCA of Orange County December 2011 - May 2013
Yoga Shakti Wellness Center September 2009 - May 2013
American Funds May 2007 - October 2011
Skills
Microsoft Office, Team-oriented, Yoga, Highly personable, Motivated self-starter, Public Speaking, Customer Satisfaction, Mutual Funds, Leadership, Verbal De-escalation, Written & Verbal..., Customer-focused, Organization, Client Confidentiality, Flexibility, Creative Writing, Social Media, Blogging, Humor Writing, Nonprofits
Education
Concordia University-Irvine 2003 — 2006
Bachelor of Fine Arts (BFA), Fine and Studio Arts
University High School 2001 — 2003
Scoops of Poops January 2015 - Present
Solid Landings Behavioral Health March 2014 - February 2015
Solid Landings Behavioral Health May 2013 - March 2014
YMCA of Orange County December 2011 - May 2013
Yoga Shakti Wellness Center September 2009 - May 2013
American Funds May 2007 - October 2011
Skills
Microsoft Office, Team-oriented, Yoga, Highly personable, Motivated self-starter, Public Speaking, Customer Satisfaction, Mutual Funds, Leadership, Verbal De-escalation, Written & Verbal..., Customer-focused, Organization, Client Confidentiality, Flexibility, Creative Writing, Social Media, Blogging, Humor Writing, Nonprofits
Education
Concordia University-Irvine 2003 — 2006
Bachelor of Fine Arts (BFA), Fine and Studio Arts
University High School 2001 — 2003
Milan Torres, CFP®, CRPC® Milan Torres, CFP®, CRPC®'s American Funds Experience December 2005 - December 2009
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors November 2010 - Present
Conaway and Conaway October 2009 - November 2010
American Funds December 2005 - December 2009
Skills
Retirement Planning, Wealth Management, Investments, Insurance, Financial Advisory, Estate Planning, Risk Management, Disability Insurance, Retirement, Securities, Finance, Mutual Funds, Series 7, Strategic Financial...
Education
California State University-Fullerton 2005 — 2009
B.A., Double Major: Finance, Management Science
Lincoln Financial Advisors November 2010 - Present
Conaway and Conaway October 2009 - November 2010
American Funds December 2005 - December 2009
Skills
Retirement Planning, Wealth Management, Investments, Insurance, Financial Advisory, Estate Planning, Risk Management, Disability Insurance, Retirement, Securities, Finance, Mutual Funds, Series 7, Strategic Financial...
Education
California State University-Fullerton 2005 — 2009
B.A., Double Major: Finance, Management Science
Carmella Galli Carmella Galli's American Funds Experience November 1993 - May 2006
Job Manager at Capital Group
Industry Financial Services
Experience
Capital Group May 2006 - Present
American Funds November 1993 - May 2006
Skills
Financial Modeling, Management, Customer Service, Quality Assurance, Performance Management, Operational Risk..., Coaching, Mutual Funds, Employee Management, Career Development, Team Leadership, Training, Process Improvement, Risk Management, Business Analysis, Strategy
Education
California State University - Dominguez Hills
Bachelor of Arts (BA), Political Science - Global Studies
California State University-Fullerton
Journalism and Political Science
Capital Group May 2006 - Present
American Funds November 1993 - May 2006
Skills
Financial Modeling, Management, Customer Service, Quality Assurance, Performance Management, Operational Risk..., Coaching, Mutual Funds, Employee Management, Career Development, Team Leadership, Training, Process Improvement, Risk Management, Business Analysis, Strategy
Education
California State University - Dominguez Hills
Bachelor of Arts (BA), Political Science - Global Studies
California State University-Fullerton
Journalism and Political Science
Holly Oaks Holly Oaks's American Funds Experience September 2005 - July 2007
Job Financial Manager Requirements Analyst at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt January 2014 - Present
Dovenmuehle Mortgage April 2013 - January 2014
Aon Hewitt February 2010 - January 2013
Aon Hewitt July 2007 - February 2010
American Funds September 2005 - July 2007
Skills
Medicare Licensing,..., Auditing, Process Improvement, Benefits Administration, Direct Billings &..., Mutual Funds, Training, Quality Assurance, Management, Team Building, Problem Solving, Health & Welfare..., Health & Welfare Plan..., 401k Rollovers, Defined Contribution, Pension Benefits, Outsourcing, Leave of Absence..., COBRA, Customer Service, Leadership, Medicare, Call Centers, Operations Management, Project Management, Team Management, Employee Benefits, Insurance, HRIS, Sales, Performance Management, Defined Benefit, Vendor Management, Analysis, HRO, 401k, Human Resources, Pension Administration
Education
College of Lake County 1996 — 1999
Aon Hewitt January 2014 - Present
Dovenmuehle Mortgage April 2013 - January 2014
Aon Hewitt February 2010 - January 2013
Aon Hewitt July 2007 - February 2010
American Funds September 2005 - July 2007
Skills
Medicare Licensing,..., Auditing, Process Improvement, Benefits Administration, Direct Billings &..., Mutual Funds, Training, Quality Assurance, Management, Team Building, Problem Solving, Health & Welfare..., Health & Welfare Plan..., 401k Rollovers, Defined Contribution, Pension Benefits, Outsourcing, Leave of Absence..., COBRA, Customer Service, Leadership, Medicare, Call Centers, Operations Management, Project Management, Team Management, Employee Benefits, Insurance, HRIS, Sales, Performance Management, Defined Benefit, Vendor Management, Analysis, HRO, 401k, Human Resources, Pension Administration
Education
College of Lake County 1996 — 1999
Jacob Coleman Jacob Coleman's American Funds Experience April 2001 - November 2014
Job With Edward Jones
Industry Investment Management
Experience
Edward Jones June 2015 - Present
American Funds April 2001 - November 2014
Columbia Mutual Funds November 1997 - January 2001
Evergreen Aviation May 1997 - December 1997
Skills
Mutual Funds, Financial Analysis, Retirement Planning, Retirement, Relationship Management, Finance, Back Office, Executive Management, Investment Advisory, Financial Services, Securities, FINRA, Asset Allocation, 401k, Series 7, Wealth Management, Salesforce.com, Series 24, Fixed Income, Management, Project Management, Leadership, Investments, Customer Service, Process Improvement, Strategic Planning, Equities
Education
George Fox University 1993 — 1997
Bachelor of Science (BS), Psychology
Vale Union High School
Edward Jones June 2015 - Present
American Funds April 2001 - November 2014
Columbia Mutual Funds November 1997 - January 2001
Evergreen Aviation May 1997 - December 1997
Skills
Mutual Funds, Financial Analysis, Retirement Planning, Retirement, Relationship Management, Finance, Back Office, Executive Management, Investment Advisory, Financial Services, Securities, FINRA, Asset Allocation, 401k, Series 7, Wealth Management, Salesforce.com, Series 24, Fixed Income, Management, Project Management, Leadership, Investments, Customer Service, Process Improvement, Strategic Planning, Equities
Education
George Fox University 1993 — 1997
Bachelor of Science (BS), Psychology
Vale Union High School
Taylor Smith Taylor Smith's American Funds Experience July 2008 - August 2009
Job Enterprise Sales Manager at Zenefits
Industry Internet
Experience
Zenefits June 2015 - Present
Zenefits October 2014 - May 2015
Entelo November 2013 - October 2014
Gigya February 2013 - October 2013
Gigya July 2012 - February 2013
Yelp.com January 2012 - June 2012
YALE foreign language academy July 2010 - June 2011
English Time/ Rennert Istanbul September 2009 - May 2010
American Funds July 2008 - August 2009
Chapman University January 2008 - May 2008
Skills
Salesforce.com, Cold Calling, Business Development, Management, Marketing, Sales, Social Media, Online Advertising, Digital Media, Sales Process, Integrated Marketing, Strategic Partnerships, Advertising, Lead Generation, Email Marketing
Education
Chapman University, The George L. Argyros School of Business and Economics
BS, International Business
Zenefits June 2015 - Present
Zenefits October 2014 - May 2015
Entelo November 2013 - October 2014
Gigya February 2013 - October 2013
Gigya July 2012 - February 2013
Yelp.com January 2012 - June 2012
YALE foreign language academy July 2010 - June 2011
English Time/ Rennert Istanbul September 2009 - May 2010
American Funds July 2008 - August 2009
Chapman University January 2008 - May 2008
Skills
Salesforce.com, Cold Calling, Business Development, Management, Marketing, Sales, Social Media, Online Advertising, Digital Media, Sales Process, Integrated Marketing, Strategic Partnerships, Advertising, Lead Generation, Email Marketing
Education
Chapman University, The George L. Argyros School of Business and Economics
BS, International Business
Clint McCurry's American Funds Experience February 2012 - Present
Job
Industry Financial Services
Experience
American Funds February 2012 - Present
Edward Jones December 2008 - February 2012
Sigma Tau Gamma Fraternity May 2006 - November 2008
First United Bank May 2005 - December 2005
Sigma Tau Gamma Fraternity July 2004 - May 2005
Emporia State University August 2002 - May 2004
Skills
Mutual Funds, Strategic Planning, Financial Analysis, Leadership, Finance, Customer Service, Investments, Marketing, Public Speaking, Sales, Series 7, Analysis
Education
Emporia State University 2002 — 2004
MBA
Emporia State University 1997 — 2001
BSB
American Funds February 2012 - Present
Edward Jones December 2008 - February 2012
Sigma Tau Gamma Fraternity May 2006 - November 2008
First United Bank May 2005 - December 2005
Sigma Tau Gamma Fraternity July 2004 - May 2005
Emporia State University August 2002 - May 2004
Skills
Mutual Funds, Strategic Planning, Financial Analysis, Leadership, Finance, Customer Service, Investments, Marketing, Public Speaking, Sales, Series 7, Analysis
Education
Emporia State University 2002 — 2004
MBA
Emporia State University 1997 — 2001
BSB
Alan Hazard Alan Hazard's American Funds Experience January 2003 - Present
Job Financial Advisor at CCF INVESTMENTS
Industry Financial Services
Experience
Jackson National Asset Management, LLC August 2013 - Present
Lincoln Financial Group August 2013 - Present
Dave Ramsey August 2013 - Present
Ivy Funds July 2013 - Present
Transamerica March 2007 - Present
MetLife February 2007 - Present
CCF INVESTMENTS May 2006 - Present
ING Investment Management August 2004 - Present
American Funds January 2003 - Present
Pioneer Global Funds February 1994 - Present
Skills
Retirement Planning, FINANICAL EDUCATION, Social Security Law, Variable Annuities, Life Insurance, Indexed Annuities, Mortgage Lending, Medicare, Qualified Retirement..., RETIREMENT DISTRIBUTION, Fixed Annuities, Mutual Funds, Investments, Finance, Financial Services, Insurance, Financial Analysis, Retirement, Financial Planning, Financial Advisory, Wealth Management
Education
California State University-San Bernardino
Criminal Justice and Corrections
Liberty University
NONE, Business/Commerce, General
Jackson National Asset Management, LLC August 2013 - Present
Lincoln Financial Group August 2013 - Present
Dave Ramsey August 2013 - Present
Ivy Funds July 2013 - Present
Transamerica March 2007 - Present
MetLife February 2007 - Present
CCF INVESTMENTS May 2006 - Present
ING Investment Management August 2004 - Present
American Funds January 2003 - Present
Pioneer Global Funds February 1994 - Present
Skills
Retirement Planning, FINANICAL EDUCATION, Social Security Law, Variable Annuities, Life Insurance, Indexed Annuities, Mortgage Lending, Medicare, Qualified Retirement..., RETIREMENT DISTRIBUTION, Fixed Annuities, Mutual Funds, Investments, Finance, Financial Services, Insurance, Financial Analysis, Retirement, Financial Planning, Financial Advisory, Wealth Management
Education
California State University-San Bernardino
Criminal Justice and Corrections
Liberty University
NONE, Business/Commerce, General
Jack Goldin Jack Goldin's American Funds Experience April 2001 - June 2011
Job Vice President OppenheimerFunds
Industry Financial Services
Experience
Oppenheimer Funds June 2011 - Present
American Funds April 2001 - June 2011
Hartford 1994 - 2001
Skills
Series 63, Mutual Funds, Series 7, Series 6, Separately Managed..., Asset Allocation, 401k, Alternative Investments, Retirement Planning, Securities, Retirement, Investments, Wealth Management, Series 65, Fixed Annuities, Asset Management, FINRA, Series 24, Investment Advisory, Investment Strategies, ETFs
Education
Florida International University 1988 — 1992
BS, Communications
Oppenheimer Funds June 2011 - Present
American Funds April 2001 - June 2011
Hartford 1994 - 2001
Skills
Series 63, Mutual Funds, Series 7, Series 6, Separately Managed..., Asset Allocation, 401k, Alternative Investments, Retirement Planning, Securities, Retirement, Investments, Wealth Management, Series 65, Fixed Annuities, Asset Management, FINRA, Series 24, Investment Advisory, Investment Strategies, ETFs
Education
Florida International University 1988 — 1992
BS, Communications
Del Dena Del Dena's American Funds Experience August 1998 - August 2004
Job Supervisor at Trilogy Financial Services, Recruiting Department
Industry Financial Services
Experience
Trilogy Financial Services June 2012 - Present
Salters Lab January 2005 - October 2007
American Funds August 1998 - August 2004
Capital Group 1998 - 2004
Skills
Customer Service..., Time Management, Supervisor, recruiter, Highly motivated..., Outstanding time..., Top-notch Customer..., Executive..., Mutual Funds, 401k, Insurance, Team Building, Payroll, Customer Service, Recruiting, Employee Benefits, Marketing, Customer Retention, Customer Satisfaction, Sales, Microsoft Office, Management, Leadership, Finance
Education
Cerritos College 1998 — 1999
Human Relations
Cerritos College
Trilogy Financial Services June 2012 - Present
Salters Lab January 2005 - October 2007
American Funds August 1998 - August 2004
Capital Group 1998 - 2004
Skills
Customer Service..., Time Management, Supervisor, recruiter, Highly motivated..., Outstanding time..., Top-notch Customer..., Executive..., Mutual Funds, 401k, Insurance, Team Building, Payroll, Customer Service, Recruiting, Employee Benefits, Marketing, Customer Retention, Customer Satisfaction, Sales, Microsoft Office, Management, Leadership, Finance
Education
Cerritos College 1998 — 1999
Human Relations
Cerritos College
Terrance Reaves Terrance Reaves's American Funds Experience January 2015 - Present
Job Shareholder Services at American Funds
Industry Financial Services
Experience
American Funds January 2015 - Present
Abraxas Youth & Family Services December 2013 - December 2014
Walmart August 2013 - December 2013
Fayetteville State University August 2012 - May 2013
Cumberland County Dispute Resolution January 2013 - April 2013
United States Air Force August 2010 - August 2012
United States Air Force 2010 - 2012
AAFES May 2008 - August 2010
Skate Express January 2008 - May 2008
AFFES May 2005 - August 2005
Skills
Dedication to work, Youth Mentoring, Team Building, Great Motivator, Security Clearance, Student Counseling, Motivational Speaking, Goal-driven leader, Team Leadership, Energetic Leader, Mediation, Motivation, Music Production, Juvenile Court, Retail Sales, Stocking, First Aid, Cpr Certified, Restraints, Fire Safety, Safe Crisis Management, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, CPR Certified, Leadership, Microsoft Office, Research, Management, PowerPoint, Community Outreach
Education
Fayetteville State University 2010 — 2013
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Navarro College 2008 — 2010
American Funds January 2015 - Present
Abraxas Youth & Family Services December 2013 - December 2014
Walmart August 2013 - December 2013
Fayetteville State University August 2012 - May 2013
Cumberland County Dispute Resolution January 2013 - April 2013
United States Air Force August 2010 - August 2012
United States Air Force 2010 - 2012
AAFES May 2008 - August 2010
Skate Express January 2008 - May 2008
AFFES May 2005 - August 2005
Skills
Dedication to work, Youth Mentoring, Team Building, Great Motivator, Security Clearance, Student Counseling, Motivational Speaking, Goal-driven leader, Team Leadership, Energetic Leader, Mediation, Motivation, Music Production, Juvenile Court, Retail Sales, Stocking, First Aid, Cpr Certified, Restraints, Fire Safety, Safe Crisis Management, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, CPR Certified, Leadership, Microsoft Office, Research, Management, PowerPoint, Community Outreach
Education
Fayetteville State University 2010 — 2013
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Navarro College 2008 — 2010
Melody Martinez's American Funds Experience October 2005 - July 2007
Job Compliance Officer II at Western Union
Industry Financial Services
Experience
Western Union September 2014 - Present
JPMorgan Chase September 2008 - September 2014
American Funds October 2005 - July 2007
Skills
Compliance, Auditing, Financial Analysis, Risk Management, Risk Operations, Loss Prevention, OFAC, KYC, CIP, Internal Audit, Corporate Fraud..., Anti Money Laundering, Financial Reporting, Internal & External..., Due Diligence, Microsoft Office, Customer Service, Investigation, Banking, Fraud, Management, Public Speaking
Education
DeVry University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Project Management
Hallmark College of Technology/Hallmark College of Aeronautics 2004 — 2005
Associate's degree, Business Administration
Western Union September 2014 - Present
JPMorgan Chase September 2008 - September 2014
American Funds October 2005 - July 2007
Skills
Compliance, Auditing, Financial Analysis, Risk Management, Risk Operations, Loss Prevention, OFAC, KYC, CIP, Internal Audit, Corporate Fraud..., Anti Money Laundering, Financial Reporting, Internal & External..., Due Diligence, Microsoft Office, Customer Service, Investigation, Banking, Fraud, Management, Public Speaking
Education
DeVry University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Project Management
Hallmark College of Technology/Hallmark College of Aeronautics 2004 — 2005
Associate's degree, Business Administration
Jennifer Asensio Jennifer Asensio's American Funds Experience September 2005 - October 2006
Job Counsel at Hydraflow
Industry Law Practice
Experience
Hydraflow January 2015 - Present
Bryan Cave January 2014 - December 2014
Justice in Education June 2012 - August 2012
Orange County Office of the County Counsel January 2012 - April 2012
Wells Fargo Financial July 2007 - May 2010
American Funds September 2005 - October 2006
Skills
Microsoft Word, Research, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, English, Customer Service, Legal Research, Windows, Legal Writing, Editing, Teaching, Spanish, Lexis, Westlaw, Technical Writing
Education
Chapman University, School of Law 2010 — 2013
Juris Doctor
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Law & Society; Spanish
Hydraflow January 2015 - Present
Bryan Cave January 2014 - December 2014
Justice in Education June 2012 - August 2012
Orange County Office of the County Counsel January 2012 - April 2012
Wells Fargo Financial July 2007 - May 2010
American Funds September 2005 - October 2006
Skills
Microsoft Word, Research, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, English, Customer Service, Legal Research, Windows, Legal Writing, Editing, Teaching, Spanish, Lexis, Westlaw, Technical Writing
Education
Chapman University, School of Law 2010 — 2013
Juris Doctor
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Law & Society; Spanish
Gregg Davidson, MBA Gregg Davidson, MBA's American Funds Experience January 2011 - August 2012
Job Financial Advisor
Industry Investment Management
Experience
Edward Jones February 2014 - Present
Capital Group August 2012 - January 2014
American Funds January 2011 - August 2012
Dana West Yacht Club 2009 - 2011
Skills
Financial Analysis, Portfolio Management, Financial Reporting, Banking, Microsoft Office, Budgets, Microsoft Excel, Customer Service, Strategic Planning, Process Improvement, Leadership, Business Strategy, Management, Strategy, Business Development, Change Management, Finance, Public Speaking, Investments, Strategic Financial..., Mutual Funds, Asset Management
Education
Concordia University-Irvine 2009 — 2010
Master of Business Administration (MBA), Finance
Concordia University-Irvine 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management
San Clemente High School 2002 — 2005
Edward Jones February 2014 - Present
Capital Group August 2012 - January 2014
American Funds January 2011 - August 2012
Dana West Yacht Club 2009 - 2011
Skills
Financial Analysis, Portfolio Management, Financial Reporting, Banking, Microsoft Office, Budgets, Microsoft Excel, Customer Service, Strategic Planning, Process Improvement, Leadership, Business Strategy, Management, Strategy, Business Development, Change Management, Finance, Public Speaking, Investments, Strategic Financial..., Mutual Funds, Asset Management
Education
Concordia University-Irvine 2009 — 2010
Master of Business Administration (MBA), Finance
Concordia University-Irvine 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management
San Clemente High School 2002 — 2005
Krista Helmbrecht Krista Helmbrecht's American Funds Experience July 2008 - July 2009
Job Assistant Product Manager AMG
Industry Automotive
Experience
Mercedes-Benz USA September 2015 - Present
BMW of North America, LLC June 2014 - September 2015
BMW of North America, LLC October 2012 - June 2014
Pinnacle Technical Resources on behalf of BMW of North America April 2012 - October 2012
BMW Group September 2011 - March 2012
Fulbright Commission September 2010 - October 2011
California State University, Long Beach August 2009 - May 2010
American Funds July 2008 - July 2009
Tradeworks LLC December 2007 - June 2008
U.S. Department of Commerce January 2007 - June 2007
Skills
Fluent in German, Microsoft Excel, MS Excel Pivot Tables, Customer Service, Customer Experience, Marketing Communications, Product Marketing, International Sales, Internal Communications, International Business, International Marketing, Teaching, Research, International Trade, Management, Microsoft Office, Sales, Marketing, English, Social Media, Market Research, Event Planning, Data Analysis, Marketing Strategy, Market Analysis, Business Strategy, Competitive Analysis, Automotive
Education
California State University-Long Beach 2009 — 2015
Master of Arts (M.A.), German Studies, 4.0
Chapman University 2004 — 2008
Bachelor of Science (BS), Business Administration with an emphasis in International Business and a double major in German
Freie Universität Berlin 2006 — 2006
Politics
Mercedes-Benz USA September 2015 - Present
BMW of North America, LLC June 2014 - September 2015
BMW of North America, LLC October 2012 - June 2014
Pinnacle Technical Resources on behalf of BMW of North America April 2012 - October 2012
BMW Group September 2011 - March 2012
Fulbright Commission September 2010 - October 2011
California State University, Long Beach August 2009 - May 2010
American Funds July 2008 - July 2009
Tradeworks LLC December 2007 - June 2008
U.S. Department of Commerce January 2007 - June 2007
Skills
Fluent in German, Microsoft Excel, MS Excel Pivot Tables, Customer Service, Customer Experience, Marketing Communications, Product Marketing, International Sales, Internal Communications, International Business, International Marketing, Teaching, Research, International Trade, Management, Microsoft Office, Sales, Marketing, English, Social Media, Market Research, Event Planning, Data Analysis, Marketing Strategy, Market Analysis, Business Strategy, Competitive Analysis, Automotive
Education
California State University-Long Beach 2009 — 2015
Master of Arts (M.A.), German Studies, 4.0
Chapman University 2004 — 2008
Bachelor of Science (BS), Business Administration with an emphasis in International Business and a double major in German
Freie Universität Berlin 2006 — 2006
Politics
Natasha Dhawan CFP®, QKA's American Funds Experience October 2004 - Present
Job Retirement Plan Sales Consultant at American Funds.
Industry Investment Management
Experience
American Funds October 2004 - Present
Skills
Series 7, Asset Allocation, Mutual Funds, Retirement Planning, Wealth Management, Series 63, 401k, Series 6, IRAs, Investments, 401k Rollovers, Qualified Retirement..., Retirement, Securities, 529 Plans, FINRA, Investment Advisory, Defined Contribution, Pensions, Defined Benefit, ERISA, Retirement Plan..., Financial Markets, Bonds, Investment Management, Fixed Income, Equities, Series 65, Alternative Investments
Education
California State University-Fullerton
Bachelor of Business Administration (BBA), Finance and Financial Management Services
American Funds October 2004 - Present
Skills
Series 7, Asset Allocation, Mutual Funds, Retirement Planning, Wealth Management, Series 63, 401k, Series 6, IRAs, Investments, 401k Rollovers, Qualified Retirement..., Retirement, Securities, 529 Plans, FINRA, Investment Advisory, Defined Contribution, Pensions, Defined Benefit, ERISA, Retirement Plan..., Financial Markets, Bonds, Investment Management, Fixed Income, Equities, Series 65, Alternative Investments
Education
California State University-Fullerton
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Ingrid DePinto Ingrid DePinto's American Funds Experience January 1992 - December 1992
Job Household Engineer
Industry Human Resources
Experience
DePinto Household 1988 - Present
American Funds January 1992 - December 1992
Fort Hood National Bank December 1983 - December 1988
Skills
Customer Service, Microsoft Word, Event Planning, Microsoft Excel, Microsoft Office, Budgets, Financial Analysis, Leadership, Product Development, PowerPoint, Event Management, Sales, Sales Management, Team Leadership, Management, Account Management, Retail, New Business Development, Business Planning, Forecasting, Training, Marketing, Policy, Business Strategy, Marketing Strategy, Profit
Education
University of Mary Hardin-Baylor 1988 — 1990
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Central Texas College 1984 — 1988
Associate's degree, Business Administration and Management, General
DePinto Household 1988 - Present
American Funds January 1992 - December 1992
Fort Hood National Bank December 1983 - December 1988
Skills
Customer Service, Microsoft Word, Event Planning, Microsoft Excel, Microsoft Office, Budgets, Financial Analysis, Leadership, Product Development, PowerPoint, Event Management, Sales, Sales Management, Team Leadership, Management, Account Management, Retail, New Business Development, Business Planning, Forecasting, Training, Marketing, Policy, Business Strategy, Marketing Strategy, Profit
Education
University of Mary Hardin-Baylor 1988 — 1990
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Central Texas College 1984 — 1988
Associate's degree, Business Administration and Management, General
Kamara C. Jackson, MA Kamara C. Jackson, MA's American Funds Experience May 2005 - February 2006
Job Recruiting Coordinator at University of Wisconsin Milwaukee
Industry Higher Education
Experience
University of Wisconsin Milwaukee September 2015 - Present
Illinois Institute of Technology October 2011 - Present
Chicago State University March 2008 - October 2011
State Farm Insurance November 2007 - February 2008
Ameriprise Financial Services, Inc. February 2006 - November 2007
American Funds May 2005 - February 2006
Chicago Public Schools January 2003 - September 2004
The Disney Store June 2002 - January 2003
Victoria's Secret October 1998 - March 2002
Skills
Career Counseling, Resume Writing, Staff Development, Public Speaking, Interviews, Training, Recruiting, Coaching, Cover Letters, Student Development, Student Affairs, Career Development, Curriculum Design, Academic Administration, Research, Nonprofits, Employment, Leadership, Event Planning, Career Management, Program Development, Management, Student Counseling, Community Outreach, Program Management, Cross-functional Team...
Education
Chicago State University 2010 — 2011
Master of Arts, Educational Leadership/Higher Administrative Option
Chicago State University 1998 — 2003
Bachelor of Arts, Board of Governors
University of Wisconsin Milwaukee September 2015 - Present
Illinois Institute of Technology October 2011 - Present
Chicago State University March 2008 - October 2011
State Farm Insurance November 2007 - February 2008
Ameriprise Financial Services, Inc. February 2006 - November 2007
American Funds May 2005 - February 2006
Chicago Public Schools January 2003 - September 2004
The Disney Store June 2002 - January 2003
Victoria's Secret October 1998 - March 2002
Skills
Career Counseling, Resume Writing, Staff Development, Public Speaking, Interviews, Training, Recruiting, Coaching, Cover Letters, Student Development, Student Affairs, Career Development, Curriculum Design, Academic Administration, Research, Nonprofits, Employment, Leadership, Event Planning, Career Management, Program Development, Management, Student Counseling, Community Outreach, Program Management, Cross-functional Team...
Education
Chicago State University 2010 — 2011
Master of Arts, Educational Leadership/Higher Administrative Option
Chicago State University 1998 — 2003
Bachelor of Arts, Board of Governors
Frank Cubillos Frank Cubillos's American Funds Experience December 1996 - February 2014
Job Regional Marketing Manager at NGKF. Applying Design Thinking to Win Business.
Industry Graphic Design
Experience
Newmark Grubb Knight Frank May 2014 - Present
American Funds December 1996 - February 2014
Frank Cubillos January 1997 - January 2014
CSU, Northridge September 2000 - May 2001
Frank Cubillos (Independent contractor) March 1996 - December 1997
CSU, Northridge September 1995 - May 1996
Ernst & Young January 1993 - March 1996
Terra Universal January 1991 - January 1993
Skills
Art Direction, Logo Design, Illustrator, InDesign, Creative Direction, Typography, Illustration, Graphic Design, Graphics, Branding & Identity, Marketing Communications, Brand Development, Corporate Identity, Photoshop, Visual Arts, Layout, Brand Management, Creativity Skills, Collaboration, Inspiring Teams, Advertising, Adobe Creative Suite, Icon Design, Interpersonal Skill, Fine Art, People Skills, Packaging, Information Graphics, Mac, Visual Communication, Content Management, Content Management..., Brochures, Marketing, Art
Education
California State University-Northridge 1984 — 1989
Bachelor of Arts (BA), Graphic Design
Newmark Grubb Knight Frank May 2014 - Present
American Funds December 1996 - February 2014
Frank Cubillos January 1997 - January 2014
CSU, Northridge September 2000 - May 2001
Frank Cubillos (Independent contractor) March 1996 - December 1997
CSU, Northridge September 1995 - May 1996
Ernst & Young January 1993 - March 1996
Terra Universal January 1991 - January 1993
Skills
Art Direction, Logo Design, Illustrator, InDesign, Creative Direction, Typography, Illustration, Graphic Design, Graphics, Branding & Identity, Marketing Communications, Brand Development, Corporate Identity, Photoshop, Visual Arts, Layout, Brand Management, Creativity Skills, Collaboration, Inspiring Teams, Advertising, Adobe Creative Suite, Icon Design, Interpersonal Skill, Fine Art, People Skills, Packaging, Information Graphics, Mac, Visual Communication, Content Management, Content Management..., Brochures, Marketing, Art
Education
California State University-Northridge 1984 — 1989
Bachelor of Arts (BA), Graphic Design
Justin Briscoe, MBA's American Funds Experience September 2014 - Present
Job Shareholder Services with American Funds
Industry Investment Management
Experience
American Funds September 2014 - Present
American Funds August 2013 - September 2014
Verizon Wireless December 2006 - August 2013
Cingular Wireless February 2006 - November 2006
Skills
Microsoft Office, Research, Problem Solving, Economics, Retail, Training, Customer Satisfaction, Community Outreach, Leadership Development, Market Research, Coaching, Customer Retention, Analysis, Public Relations, Customer Service, Management, Leadership, Team Building, Process Improvement
Education
University of Laverne 2006 — 2009
MBA, Business Management; an Emphasis in Management and Leadership, 2009
Florida Agricultural and Mechanical University 2001 — 2005
BS, Economics with a Minor in Business
American Funds September 2014 - Present
American Funds August 2013 - September 2014
Verizon Wireless December 2006 - August 2013
Cingular Wireless February 2006 - November 2006
Skills
Microsoft Office, Research, Problem Solving, Economics, Retail, Training, Customer Satisfaction, Community Outreach, Leadership Development, Market Research, Coaching, Customer Retention, Analysis, Public Relations, Customer Service, Management, Leadership, Team Building, Process Improvement
Education
University of Laverne 2006 — 2009
MBA, Business Management; an Emphasis in Management and Leadership, 2009
Florida Agricultural and Mechanical University 2001 — 2005
BS, Economics with a Minor in Business
Brad Goff Brad Goff's American Funds Experience March 2006 - April 2007
Job Owner at Goff Inspection Services
Industry Consumer Services
Experience
Goff Inspection Services August 2012 - Present
Goff Graphics January 2010 - June 2012
EMS Safety Services September 2008 - January 2011
American Funds March 2006 - April 2007
Holt High School January 2005 - January 2006
Skills
Appointment Scheduling, Graphics, Graphic Design, Photoshop, Layout, Social Media Marketing, Customer Service, Photography, Education, Teamwork, Fine Art, Oil Painting, Pottery
Education
Central Michigan University 1999 — 2004
B.S., Art Education
Irvine Valley College 2006 — 2008
Graphic Design, Graphic Design
Goff Inspection Services August 2012 - Present
Goff Graphics January 2010 - June 2012
EMS Safety Services September 2008 - January 2011
American Funds March 2006 - April 2007
Holt High School January 2005 - January 2006
Skills
Appointment Scheduling, Graphics, Graphic Design, Photoshop, Layout, Social Media Marketing, Customer Service, Photography, Education, Teamwork, Fine Art, Oil Painting, Pottery
Education
Central Michigan University 1999 — 2004
B.S., Art Education
Irvine Valley College 2006 — 2008
Graphic Design, Graphic Design
Jon Proctor Jon Proctor's American Funds Experience January 2007 - April 2013
Job Account Manager Financial Counseling at The Ayco Company, L.P., a Goldman Sachs Company
Industry Investment Management
Experience
The Ayco Company, L.P., a Goldman Sachs Company May 2013 - Present
American Funds January 2007 - April 2013
Stratus Home Loans 2004 - 2006
Skills
Mutual Funds, Fixed Income, Investments, Equities, Series 63, Series 6, CA Insurance License, Finance, Loans, Series 7, Investment Management, Asset Management, Wealth Management, Asset Allocation
Education
University of California, Irvine
Master of Business Administration (MBA), Finance
California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Finance, General
The Ayco Company, L.P., a Goldman Sachs Company May 2013 - Present
American Funds January 2007 - April 2013
Stratus Home Loans 2004 - 2006
Skills
Mutual Funds, Fixed Income, Investments, Equities, Series 63, Series 6, CA Insurance License, Finance, Loans, Series 7, Investment Management, Asset Management, Wealth Management, Asset Allocation
Education
University of California, Irvine
Master of Business Administration (MBA), Finance
California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Finance, General
Jamie Rounds's American Funds Experience June 2006 - Present
Job Risk Management & Control Specialist 3 at American Funds
Industry Investment Management
Experience
American Funds June 2006 - Present
Wells Fargo November 1995 - June 2006
Education
Colorado Technical University 2014 — 2016
working toward B.S., Project Management
Edison High School 1991 — 1995
Edison High School
American Funds June 2006 - Present
Wells Fargo November 1995 - June 2006
Education
Colorado Technical University 2014 — 2016
working toward B.S., Project Management
Edison High School 1991 — 1995
Edison High School
Jordan Bowers, MBA, ARPC Jordan Bowers, MBA, ARPC's American Funds Experience February 2014 - Present
Job Divisional Wholesaler at American Funds
Industry Financial Services
Experience
American Funds February 2014 - Present
Great West June 2011 - February 2014
ADP April 2009 - June 2011
Fidelity Investments March 2007 - April 2009
Fidelity Investments June 2006 - March 2007
Education
Centenary College 2008 — 2011
MBA, Management
University of Rhode Island 2001 — 2006
BS, Economics
University of Rhode Island - College of Business Administration 2001 — 2006
BS, Marketing
American Funds February 2014 - Present
Great West June 2011 - February 2014
ADP April 2009 - June 2011
Fidelity Investments March 2007 - April 2009
Fidelity Investments June 2006 - March 2007
Education
Centenary College 2008 — 2011
MBA, Management
University of Rhode Island 2001 — 2006
BS, Economics
University of Rhode Island - College of Business Administration 2001 — 2006
BS, Marketing
Michael Reveles's American Funds Experience December 2006 - February 2008
Job Risk Management and Control Rep II at Capital Group
Industry Investment Management
Experience
Capital Group December 2006 - Present
American Funds December 2006 - February 2008
Bank of America September 2002 - December 2006
Skills
Microsoft Excel, Microsoft Word, Customer Service, Positive Can-do Attitude, Flexibility, High Level Of Accuracy, Work Well Independently, Exceptionally well...
Education
Cal State Fullerton 2001 — 2006
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Capital Group December 2006 - Present
American Funds December 2006 - February 2008
Bank of America September 2002 - December 2006
Skills
Microsoft Excel, Microsoft Word, Customer Service, Positive Can-do Attitude, Flexibility, High Level Of Accuracy, Work Well Independently, Exceptionally well...
Education
Cal State Fullerton 2001 — 2006
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Delaina Thomas Delaina Thomas's American Funds Experience September 2006 - Present
Job Sr Client Service Representative at American Funds
Industry Investment Management
Experience
American Funds September 2006 - Present
Education
Concordia University-Irvine 2002 — 2006
Bachelor of Business Administration (B.B.A.)
American Funds September 2006 - Present
Education
Concordia University-Irvine 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Kristy Wall Kristy Wall's American Funds Experience August 2006 - January 2014
Job Human Resources/Customer Support Associate at Aerotek Staffing & Recruiting
Industry Human Resources
Experience
Aerotek February 2014 - Present
American Funds August 2006 - January 2014
Skills
Human Resources, Recruiting, Staffing Services, Payroll Administration, Compensation & Benefits, Customer Support, Account Management, Marketing, Finance, Mutual Funds, College Savings Plans
Education
Christopher Newport University 2002 — 2006
Bachelor of Science in Business Administration, Marketing
Aerotek February 2014 - Present
American Funds August 2006 - January 2014
Skills
Human Resources, Recruiting, Staffing Services, Payroll Administration, Compensation & Benefits, Customer Support, Account Management, Marketing, Finance, Mutual Funds, College Savings Plans
Education
Christopher Newport University 2002 — 2006
Bachelor of Science in Business Administration, Marketing
Bill Aulwes, M.A., P.BPM Bill Aulwes, M.A., P.BPM's American Funds Experience April 2011 - October 2014
Job Assistant Vice President, Senior Manager in Continuous Improvement Office at Capital Group
Industry Investment Management
Experience
Capital Group October 2014 - Present
American Funds April 2011 - October 2014
American Funds April 2010 - April 2011
American Funds April 2008 - April 2010
Richard Leighton Design, LLC September 2006 - April 2008
American Funds September 2003 - September 2006
American Funds September 2002 - September 2003
American Funds September 2000 - September 2002
American Funds September 1997 - September 2000
American Funds November 1995 - September 1997
Skills
Project Management, Change Management, Building Relationships, Mentoring, Process Engineering, Leadership, KPI Dashboards, Getting The Job Done, Management, Process Improvement, Training, New Business Development, PMO, Start-ups, Business Development, Portfolio Management, Product Development, Marketing, CRM, Financial Services
Education
Business Process Management Council 2009 — 2009
Certification, Business Process Management (P.BPM)
Chapman University 1999 — 2001
Master of Arts (MA), Organizational Leadership
University of California, Santa Barbara 1991 — 1995
Bachelor of Arts (BA), Law and Society
Capital Group October 2014 - Present
American Funds April 2011 - October 2014
American Funds April 2010 - April 2011
American Funds April 2008 - April 2010
Richard Leighton Design, LLC September 2006 - April 2008
American Funds September 2003 - September 2006
American Funds September 2002 - September 2003
American Funds September 2000 - September 2002
American Funds September 1997 - September 2000
American Funds November 1995 - September 1997
Skills
Project Management, Change Management, Building Relationships, Mentoring, Process Engineering, Leadership, KPI Dashboards, Getting The Job Done, Management, Process Improvement, Training, New Business Development, PMO, Start-ups, Business Development, Portfolio Management, Product Development, Marketing, CRM, Financial Services
Education
Business Process Management Council 2009 — 2009
Certification, Business Process Management (P.BPM)
Chapman University 1999 — 2001
Master of Arts (MA), Organizational Leadership
University of California, Santa Barbara 1991 — 1995
Bachelor of Arts (BA), Law and Society
Roseanne Rogan Martin's American Funds Experience 2006 - 2008
Job Owner at Roseanne Martin Photography
Industry Photography
Experience
Roseanne Martin Photography 2010 - Present
Song of Solomon Boudoir 2012 - Present
Pennsylvania Real Estate Photography 2013 - Present
Carnegie Mellon University 2011 - 2013
National Fatherhood Initiative 2009 - 2011
National Fatherhood Initaitive February 2008 - January 2009
American Funds 2006 - 2008
Skills
Problem Solving, Customer Satisfaction, Persistence, Strategic Planning, Management, Process Improvement, Project Management, Sales, Marketing, Budgets, Training, Customer Service, Entrepreneurship, B2B, Financial Analysis, Public Speaking, Event Planning, Social Media, Leadership, Microsoft Office, Marketing Communications, Microsoft Excel, Leadership Development
Education
Carnegie Mellon University 2012 — 2013
Entrepreneurship/Photography/Computer Science
Pittsburgh Filmmakers
Photography
Grove City College 2002 — 2006
B.S. International Business, Marketing & Spanish
Roseanne Martin Photography 2010 - Present
Song of Solomon Boudoir 2012 - Present
Pennsylvania Real Estate Photography 2013 - Present
Carnegie Mellon University 2011 - 2013
National Fatherhood Initiative 2009 - 2011
National Fatherhood Initaitive February 2008 - January 2009
American Funds 2006 - 2008
Skills
Problem Solving, Customer Satisfaction, Persistence, Strategic Planning, Management, Process Improvement, Project Management, Sales, Marketing, Budgets, Training, Customer Service, Entrepreneurship, B2B, Financial Analysis, Public Speaking, Event Planning, Social Media, Leadership, Microsoft Office, Marketing Communications, Microsoft Excel, Leadership Development
Education
Carnegie Mellon University 2012 — 2013
Entrepreneurship/Photography/Computer Science
Pittsburgh Filmmakers
Photography
Grove City College 2002 — 2006
B.S. International Business, Marketing & Spanish
Devyn Riggio Devyn Riggio's American Funds Experience April 2012 - Present
Job Financial Account Specialist at American Funds
Industry Higher Education
Experience
American Funds April 2012 - Present
Case Western Reserve University January 2011 - December 2011
Case Western Reserve University May 2009 - December 2011
Skills
Data Analysis, Customer Service, Research, Project Management, PowerPoint, Public Speaking, Community Outreach, Microsoft Office
Education
Case Western Reserve University 2006 — 2010
Bachelor's Degree in Medical Anthropology, Public Health Policy
Indiana University-Purdue University at Indianapolis
Pre-Medicine/Pre-Medical Studies
American Funds April 2012 - Present
Case Western Reserve University January 2011 - December 2011
Case Western Reserve University May 2009 - December 2011
Skills
Data Analysis, Customer Service, Research, Project Management, PowerPoint, Public Speaking, Community Outreach, Microsoft Office
Education
Case Western Reserve University 2006 — 2010
Bachelor's Degree in Medical Anthropology, Public Health Policy
Indiana University-Purdue University at Indianapolis
Pre-Medicine/Pre-Medical Studies
John McCargar, CAPM, CLSSGB John McCargar, CAPM, CLSSGB's American Funds Experience January 1992 - July 2009
Job Project And Process Specialist
Industry Management Consulting
Experience
John McCargar Consulting March 2010 - Present
The 401k Club July 2009 - Present
RMS October 2011 - March 2012
American Funds January 1992 - July 2009
Skills
Project Management, Consultative Selling, Business Process..., Customer Service, Financial Management, Sales Process, Relationship Management, Customer Satisfaction, Project Coordination, Sales Presentation..., Employee Training, Team Building, Continuous Improvement, Six Sigma, Office Management, Public Speaking, Lean Thinking, Business Planning, Report Writing, Document Layout, Kaizen, Sales Prospecting, Learning Organizations, Emotional Intelligence
Education
Villanova University 2010 — 2011
Certificate of Achievement, Advanced Strategic Project Management Practices
Villanova University 2010 — 2010
Master Certificate, Project Management
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Finance
John McCargar Consulting March 2010 - Present
The 401k Club July 2009 - Present
RMS October 2011 - March 2012
American Funds January 1992 - July 2009
Skills
Project Management, Consultative Selling, Business Process..., Customer Service, Financial Management, Sales Process, Relationship Management, Customer Satisfaction, Project Coordination, Sales Presentation..., Employee Training, Team Building, Continuous Improvement, Six Sigma, Office Management, Public Speaking, Lean Thinking, Business Planning, Report Writing, Document Layout, Kaizen, Sales Prospecting, Learning Organizations, Emotional Intelligence
Education
Villanova University 2010 — 2011
Certificate of Achievement, Advanced Strategic Project Management Practices
Villanova University 2010 — 2010
Master Certificate, Project Management
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Finance
Lisa Christopher Knott Lisa Christopher Knott's American Funds Experience 1995 - 1999
Job Owner, Y Knott Shop
Industry Retail
Experience
Y Knott Shop August 2006 - Present
Bank of America 2003 - 2005
LPL Financial 2000 - 2003
American Funds 1995 - 1999
American Funds 1993 - 1995
Education
NC Wesleyan College 1985 — 1987
Bachelor of Science, Criminal Justice
Wake Technical Community College 1982 — 1984
Associates, Criminal Justice
East Carolina University 1980 — 1981
N/A, Accounting
Y Knott Shop August 2006 - Present
Bank of America 2003 - 2005
LPL Financial 2000 - 2003
American Funds 1995 - 1999
American Funds 1993 - 1995
Education
NC Wesleyan College 1985 — 1987
Bachelor of Science, Criminal Justice
Wake Technical Community College 1982 — 1984
Associates, Criminal Justice
East Carolina University 1980 — 1981
N/A, Accounting
Brenda Varela Brenda Varela's American Funds Experience November 2002 - March 2006
Job New Business Coordinator @ QBI, LLC.
Industry Financial Services
Experience
QBI, LLC. June 2015 - Present
Campbells Administration, Inc. June 2010 - June 2015
BENETECH, INC November 2009 - April 2010
TruSource, a division of UBOC April 2006 - November 2008
American Funds November 2002 - March 2006
American Funds February 2000 - November 2002
American Funds Service Company November 1998 - February 2000
American Funds Service Company May 1984 - November 1998
Skills
Customer Service, 401k, Retirement, Employee Benefits, Compliance, Pensions, Call Center, Problem Solving, Word, Excel, Mentoring, Customer Relations, Administration, Benefits Administration, Microsoft Office, Lotus Notes, Mutual Funds, Microsoft Excel, Microsoft Word, Call Centers, System Administration, Access, Leadership, Qualified Retirement..., Insurance, Visio, ERISA, Investments, Management, Retirement Planning
Education
Brea Olinda High School 1975 — 1979
Fullerton College
General Education
Mt. San Antonio College
Business
QBI, LLC. June 2015 - Present
Campbells Administration, Inc. June 2010 - June 2015
BENETECH, INC November 2009 - April 2010
TruSource, a division of UBOC April 2006 - November 2008
American Funds November 2002 - March 2006
American Funds February 2000 - November 2002
American Funds Service Company November 1998 - February 2000
American Funds Service Company May 1984 - November 1998
Skills
Customer Service, 401k, Retirement, Employee Benefits, Compliance, Pensions, Call Center, Problem Solving, Word, Excel, Mentoring, Customer Relations, Administration, Benefits Administration, Microsoft Office, Lotus Notes, Mutual Funds, Microsoft Excel, Microsoft Word, Call Centers, System Administration, Access, Leadership, Qualified Retirement..., Insurance, Visio, ERISA, Investments, Management, Retirement Planning
Education
Brea Olinda High School 1975 — 1979
Fullerton College
General Education
Mt. San Antonio College
Business
Eva Quan Eva Quan's American Funds Experience 1999 - Present
Job Campaign Project Lead at Capital Group
Industry Financial Services
Experience
Capital Group March 2014 - Present
Capital Group October 1999 - Present
Capital Group/American Funds 1999 - Present
American Funds 1999 - Present
APALA 1999 - Present
Publicis 1998 - 2001
Anderson Marcom 1997 - 1999
Glendale Federal Bank 1990 - 1997
Yuguchi & Krogstad 1982 - 1990
Skills
User Acceptance Testing, Converged Communications, Project Management, Web Project Management, User Experience, Transpromo, Quality Assurance, Email Marketing, Program Management, Organizational..., Brand Development, Brand Communication, Promotions, Corporate Branding, Advertising, Direct Marketing, Copywriting, Marketing Communications, Print Management, Integrated Marketing, Marketing Strategy, Account Management, Newsletters, Event Planning, Strategic Planning, Print, QuarkXPress, Graphic Design, Purchasing, Vendor Management, Packaging, Variable Data Printing, InDesign, PowerPoint, Layout, Customer Service, Copy Editing, Banking, B2B Marketing, B2C marketing, Microsoft Office, Mutual Funds, MS Project, Excel, Budgeting, Databases, Documentation, Identity, Mergers, Mac OS X
Education
California State University-Los Angeles 1977 — 1981
B.A., Journalism, industrial Studies
Caltech
PMP Certification, Project Management
Franklin HS
Capital Group March 2014 - Present
Capital Group October 1999 - Present
Capital Group/American Funds 1999 - Present
American Funds 1999 - Present
APALA 1999 - Present
Publicis 1998 - 2001
Anderson Marcom 1997 - 1999
Glendale Federal Bank 1990 - 1997
Yuguchi & Krogstad 1982 - 1990
Skills
User Acceptance Testing, Converged Communications, Project Management, Web Project Management, User Experience, Transpromo, Quality Assurance, Email Marketing, Program Management, Organizational..., Brand Development, Brand Communication, Promotions, Corporate Branding, Advertising, Direct Marketing, Copywriting, Marketing Communications, Print Management, Integrated Marketing, Marketing Strategy, Account Management, Newsletters, Event Planning, Strategic Planning, Print, QuarkXPress, Graphic Design, Purchasing, Vendor Management, Packaging, Variable Data Printing, InDesign, PowerPoint, Layout, Customer Service, Copy Editing, Banking, B2B Marketing, B2C marketing, Microsoft Office, Mutual Funds, MS Project, Excel, Budgeting, Databases, Documentation, Identity, Mergers, Mac OS X
Education
California State University-Los Angeles 1977 — 1981
B.A., Journalism, industrial Studies
Caltech
PMP Certification, Project Management
Franklin HS
Darlene Keasley-Livingston Darlene Keasley-Livingston's American Funds Experience April 2004 - June 2005
Job Orders Management
Industry Business Supplies and Equipment
Experience
Safeguard Business Systems February 2015 - Present
Safeguard Business Systems February 2015 - Present
Merkle Inc April 2012 - December 2014
Harleysville Insurance April 2007 - July 2011
ExploreLearning August 2005 - January 2007
American Funds April 2004 - June 2005
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Public Speaking, HTML, Strategic Planning, English, AIMS, CLARIFY, ImageRight, Lync, MIPS, NEXTMARK, SHARE, LYONS, CICS, MAILERMAILER, ISO, SILVERPLUME, EPOPS
Education
Kaplan University 2004 — 2006
Bachelor of Science, Criminal Justice
Eastern Center for Arts and Technology 1984 — 1986
Certificate of Completion, Information Management and Processing
Abington Senior High School 1983 — 1985
Diploma, General Studies
Insurance Institute of America
Certificate of Completion, Introduction to Property and General Liability
Safeguard Business Systems February 2015 - Present
Safeguard Business Systems February 2015 - Present
Merkle Inc April 2012 - December 2014
Harleysville Insurance April 2007 - July 2011
ExploreLearning August 2005 - January 2007
American Funds April 2004 - June 2005
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Public Speaking, HTML, Strategic Planning, English, AIMS, CLARIFY, ImageRight, Lync, MIPS, NEXTMARK, SHARE, LYONS, CICS, MAILERMAILER, ISO, SILVERPLUME, EPOPS
Education
Kaplan University 2004 — 2006
Bachelor of Science, Criminal Justice
Eastern Center for Arts and Technology 1984 — 1986
Certificate of Completion, Information Management and Processing
Abington Senior High School 1983 — 1985
Diploma, General Studies
Insurance Institute of America
Certificate of Completion, Introduction to Property and General Liability
Dan Chodosch, CIMA® Dan Chodosch, CIMA®'s American Funds Experience January 2014 - Present
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds January 2014 - Present
Transamerica March 2011 - December 2013
New York Life & MainStay Investments August 2007 - December 2010
Fred Alger and Company August 2004 - August 2007
Timber Hill LLC (presently Interactive Brokers) March 2000 - December 2003
Timber Hill LLC (presently Interactive Brokers) December 1997 - March 2000
Skills
Mutual Funds, Series 63, Investments, Separately Managed..., Fixed Annuities, Series 7, Alternative Investments, Strategic Financial..., Life and Health, Asset Allocation, Asset Management, Securities, 401k, Financial Services, Retirement Planning, Series 6, ETFs, Options, Retirement, FINRA
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA®)
Franklin & Marshall College 1993 — 1997
BA
American Funds January 2014 - Present
Transamerica March 2011 - December 2013
New York Life & MainStay Investments August 2007 - December 2010
Fred Alger and Company August 2004 - August 2007
Timber Hill LLC (presently Interactive Brokers) March 2000 - December 2003
Timber Hill LLC (presently Interactive Brokers) December 1997 - March 2000
Skills
Mutual Funds, Series 63, Investments, Separately Managed..., Fixed Annuities, Series 7, Alternative Investments, Strategic Financial..., Life and Health, Asset Allocation, Asset Management, Securities, 401k, Financial Services, Retirement Planning, Series 6, ETFs, Options, Retirement, FINRA
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA®)
Franklin & Marshall College 1993 — 1997
BA
Stacy Swiney Stacy Swiney's American Funds Experience October 2007 - April 2011
Job Performance Development Specialist Branch Development at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Edward Jones April 2011 - April 2015
American Funds October 2007 - April 2011
World Savings, a Wells Fargo Company March 2001 - September 2007
Skills
Mortgage Lending, Mutual Funds, Retirement Savings, Operations Management, Project Management, Team Management, Organization, Time Management, Customer Service, Analytical Skills, Data Analysis, Regression Testing, Microsoft Office, Management, Accounting, Employee Training
Education
Saint Louis University 1994 — 1996
Bachelor of Science (BS), Business Administration and Management, General, Cum Laude
Fontbonne University 1992 — 1994
Edward Jones April 2015 - Present
Edward Jones April 2011 - April 2015
American Funds October 2007 - April 2011
World Savings, a Wells Fargo Company March 2001 - September 2007
Skills
Mortgage Lending, Mutual Funds, Retirement Savings, Operations Management, Project Management, Team Management, Organization, Time Management, Customer Service, Analytical Skills, Data Analysis, Regression Testing, Microsoft Office, Management, Accounting, Employee Training
Education
Saint Louis University 1994 — 1996
Bachelor of Science (BS), Business Administration and Management, General, Cum Laude
Fontbonne University 1992 — 1994
Debra Matay Debra Matay's American Funds Experience March 2012 - Present
Job Client Services Representative American Funds
Industry Financial Services
Experience
American Funds March 2012 - Present
American Funds May 2006 - July 2009
Executive Career Strategies January 2005 - May 2006
Zurich Insurance December 1996 - January 2005
Atlantic Mutual May 1993 - December 1996
Transamerica Insurance Group March 1990 - May 1993
Skills
VA Licensed Property &..., VA Licensed Life,..., Mutual Funds, Customer-focused Service, Call Centers, Investments, Claim, Financial Services, Customer Service
Education
East Stroudsburg University of Pennsylvania 1985 — 1989
BA, Economics
American Funds March 2012 - Present
American Funds May 2006 - July 2009
Executive Career Strategies January 2005 - May 2006
Zurich Insurance December 1996 - January 2005
Atlantic Mutual May 1993 - December 1996
Transamerica Insurance Group March 1990 - May 1993
Skills
VA Licensed Property &..., VA Licensed Life,..., Mutual Funds, Customer-focused Service, Call Centers, Investments, Claim, Financial Services, Customer Service
Education
East Stroudsburg University of Pennsylvania 1985 — 1989
BA, Economics
James Valmonte, CFP®, AIF®'s American Funds Experience October 2002 - September 2006
Job Vice President | Financial Advisor at CAPTRUST
Industry Financial Services
Experience
CAPTRUST June 2014 - Present
Beacon Pointe Wealth Advisors (Independent Financial Advisors, LLC) April 2013 - June 2014
Independent Financial Advisors, LLC October 2006 - April 2013
American Funds October 2002 - September 2006
Franklin Templeton Investments January 2002 - October 2002
Morgan Stanley Dean Witter August 1999 - January 2002
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Retirement Planning, 401k, Retirement, Estate Planning, Wealth Management, Investment Advisory, Investments
Education
Center of Fiduciary Studies, University of Pittsburg's Katz Graduate School of Business 2008 — 2009
Accredited Investment Fiduciary
University of California, Riverside 1994 — 1998
Bachelors
College for Financial Planning
CAPTRUST June 2014 - Present
Beacon Pointe Wealth Advisors (Independent Financial Advisors, LLC) April 2013 - June 2014
Independent Financial Advisors, LLC October 2006 - April 2013
American Funds October 2002 - September 2006
Franklin Templeton Investments January 2002 - October 2002
Morgan Stanley Dean Witter August 1999 - January 2002
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Retirement Planning, 401k, Retirement, Estate Planning, Wealth Management, Investment Advisory, Investments
Education
Center of Fiduciary Studies, University of Pittsburg's Katz Graduate School of Business 2008 — 2009
Accredited Investment Fiduciary
University of California, Riverside 1994 — 1998
Bachelors
College for Financial Planning
Shena Crowe's American Funds Experience September 2013 - Present
Job Client Services Specialist at American Funds
Industry Investment Management
Experience
American Funds September 2013 - Present
Verizon Wireless May 2008 - September 2013
Skills
Microsoft Office, Customer Service, Quality Assurance, Relationship Building, Project Management, Excellent Written &..., Program/Guideline..., Abundance of..., Coaching, Analysis, Leadership, Customer Satisfaction, Call Centers, Medical Social Work, Sales, Research, Treatment, Motivational..., Public Speaking, Clinical Research, Healthcare
Education
USC 2012 — 2015
Masters Degree, Social Work, 3.5
Chapman University 2009 — 2011
Bachelor's degree, Psychology
American Funds September 2013 - Present
Verizon Wireless May 2008 - September 2013
Skills
Microsoft Office, Customer Service, Quality Assurance, Relationship Building, Project Management, Excellent Written &..., Program/Guideline..., Abundance of..., Coaching, Analysis, Leadership, Customer Satisfaction, Call Centers, Medical Social Work, Sales, Research, Treatment, Motivational..., Public Speaking, Clinical Research, Healthcare
Education
USC 2012 — 2015
Masters Degree, Social Work, 3.5
Chapman University 2009 — 2011
Bachelor's degree, Psychology
Ahamad Manohorathat Ahamad Manohorathat's American Funds Experience December 2006 - December 2012
Job Registered Representative at Zuk Financial Group
Industry Financial Services
Experience
Zuk Financial Group June 2014 - Present
AXA Advisors October 2012 - April 2014
American Funds December 2006 - December 2012
National Planning Corporation (NPC) DBA Zuk Financial Group January 2004 - December 2006
H&R Block January 2005 - April 2005
JE Pistons 1999 - 2003
Skills
Mutual Funds, Investments, Retirement, Customer Service, 529 Plans, Sales, Securities, Retirement Planning, Life Insurance, Series 63, Series 6
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Economics
California High School
Zuk Financial Group June 2014 - Present
AXA Advisors October 2012 - April 2014
American Funds December 2006 - December 2012
National Planning Corporation (NPC) DBA Zuk Financial Group January 2004 - December 2006
H&R Block January 2005 - April 2005
JE Pistons 1999 - 2003
Skills
Mutual Funds, Investments, Retirement, Customer Service, 529 Plans, Sales, Securities, Retirement Planning, Life Insurance, Series 63, Series 6
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Economics
California High School
Charline Webb's American Funds Experience 2014 - 2014
Job Internal Wholesaler American Fund Distributors
Industry Financial Services
Experience
American Funds Distributors May 2015 - Present
The Capital Group February 2006 - March 2014
American Funds 2014 - 2014
The Capital Group Company & Capital Guardian Trust Company February 2006 - July 2008
The Law Office of Ed Goldner November 1998 - January 2006
Drury Hotel January 1995 - January 1997
Skills
PowerPoint, Excel, Budgeting, Word, Lotus Notes, Adobe Acrobat, Administration, Customer Service, Microsoft Office, Spreadsheets, Outlook, Accounting, Customer Relations, Data Entry, Telephone Skills, Administrative Support, Research, Financial Reporting, Scheduling, Time Management, Database Administration, Event Planning, Accounts Payable, Documentation, Teamwork, Newsletters, Inventory Management, Public Speaking, Process Scheduler, Microsoft Excel, Administrative..., Microsoft Word, Budgets, Payroll, Human Resources, Access, Invoicing, QuickBooks, Training, Employee Relations, Visio, Administrative...
Education
Saint Anselm College 1990 — 1994
BA, Liberal Arts
Del Mar College 1997 — 1999
Paralegal Studies, Legal Assistant/Paralegal
American Funds Distributors May 2015 - Present
The Capital Group February 2006 - March 2014
American Funds 2014 - 2014
The Capital Group Company & Capital Guardian Trust Company February 2006 - July 2008
The Law Office of Ed Goldner November 1998 - January 2006
Drury Hotel January 1995 - January 1997
Skills
PowerPoint, Excel, Budgeting, Word, Lotus Notes, Adobe Acrobat, Administration, Customer Service, Microsoft Office, Spreadsheets, Outlook, Accounting, Customer Relations, Data Entry, Telephone Skills, Administrative Support, Research, Financial Reporting, Scheduling, Time Management, Database Administration, Event Planning, Accounts Payable, Documentation, Teamwork, Newsletters, Inventory Management, Public Speaking, Process Scheduler, Microsoft Excel, Administrative..., Microsoft Word, Budgets, Payroll, Human Resources, Access, Invoicing, QuickBooks, Training, Employee Relations, Visio, Administrative...
Education
Saint Anselm College 1990 — 1994
BA, Liberal Arts
Del Mar College 1997 — 1999
Paralegal Studies, Legal Assistant/Paralegal
Emily Bertsch Emily Bertsch's American Funds Experience April 2013 - Present
Job Meeting Planner
Industry Events Services
Experience
American Funds April 2013 - Present
SWIRE January 2011 - April 2013
Color Image Apparel, Inc January 2005 - January 2010
American Airlines July 1999 - December 2004
Great Hill Partners November 2001 - August 2002
Skills
Advertising, Copywriting, Catalogs, Mac, Marketing, Newsletters, SEO, Packaging, InDesign, Photoshop, Retail, Trade Shows, Web Site Production, Budgets, Microsoft Office, Illustrator, Editing, Meeting Planning
Education
Florida State University 1994 — 1998
Bachelor of Science, Mass Communication
Croughton American High School 1991 — 1994
American Funds April 2013 - Present
SWIRE January 2011 - April 2013
Color Image Apparel, Inc January 2005 - January 2010
American Airlines July 1999 - December 2004
Great Hill Partners November 2001 - August 2002
Skills
Advertising, Copywriting, Catalogs, Mac, Marketing, Newsletters, SEO, Packaging, InDesign, Photoshop, Retail, Trade Shows, Web Site Production, Budgets, Microsoft Office, Illustrator, Editing, Meeting Planning
Education
Florida State University 1994 — 1998
Bachelor of Science, Mass Communication
Croughton American High School 1991 — 1994
Karen Joy Bean Karen Joy Bean's American Funds Experience April 1997 - January 2007
Job VP, Investment Products, Alternative Investments, and Due Diligence
Industry Financial Services
Experience
NFP Advisor Services May 2008 - Present
Cornerstone Real Estate Funds January 2007 - January 2008
American Funds April 1997 - January 2007
Skills
Alternative Investments, Investments, Mutual Funds, Due Diligence, Annuities, Series 7, Customer Relations, Series 63, Real Estate, Sales Management, Securities, Series 24, Financial Advisory, Fixed Annuities, Risk Management, FINRA, Wealth Management, Customer Service, Financial Services, Investment Advisory, Portfolio Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1986
BA, Marketing/ Sales Management
NFP Advisor Services May 2008 - Present
Cornerstone Real Estate Funds January 2007 - January 2008
American Funds April 1997 - January 2007
Skills
Alternative Investments, Investments, Mutual Funds, Due Diligence, Annuities, Series 7, Customer Relations, Series 63, Real Estate, Sales Management, Securities, Series 24, Financial Advisory, Fixed Annuities, Risk Management, FINRA, Wealth Management, Customer Service, Financial Services, Investment Advisory, Portfolio Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1986
BA, Marketing/ Sales Management
Courtney Fitzpatrick's American Funds Experience May 2003 - November 2005
Job Administrative Coordinator at Ogletree Deakins
Industry Law Practice
Experience
Ogletree Deakins August 2013 - Present
Ogletree Deakins May 2007 - August 2013
Mary Kay, Inc. April 2010 - September 2011
Faurecia June 2006 - April 2007
Pechanga Resort & Casino January 2006 - May 2006
American Funds May 2003 - November 2005
Loyola Marymount University August 2002 - March 2004
Pawtucket RedSox 2001 - 2002
Education
Fairfield University 1998 — 2002
BS, Business Management
Ogletree Deakins August 2013 - Present
Ogletree Deakins May 2007 - August 2013
Mary Kay, Inc. April 2010 - September 2011
Faurecia June 2006 - April 2007
Pechanga Resort & Casino January 2006 - May 2006
American Funds May 2003 - November 2005
Loyola Marymount University August 2002 - March 2004
Pawtucket RedSox 2001 - 2002
Education
Fairfield University 1998 — 2002
BS, Business Management
Peter Conlon Peter Conlon's American Funds Experience 1993 - 1998
Job Regional Vice President at Transamerica Capital
Industry Financial Services
Experience
Transamerica October 2013 - Present
Protective Life July 2011 - September 2013
AIG SunAmerica May 1999 - April 2009
Evergreen Funds November 1998 - May 1999
American Funds 1993 - 1998
Skills
Fixed Annuities, Series 6, Series 63, Variable Annuities, Retirement Planning, Retirement, Mutual Funds, Life Insurance, Asset Allocation, Disability Insurance
Education
Chapman University 1987 — 1991
BA, Communications
Transamerica October 2013 - Present
Protective Life July 2011 - September 2013
AIG SunAmerica May 1999 - April 2009
Evergreen Funds November 1998 - May 1999
American Funds 1993 - 1998
Skills
Fixed Annuities, Series 6, Series 63, Variable Annuities, Retirement Planning, Retirement, Mutual Funds, Life Insurance, Asset Allocation, Disability Insurance
Education
Chapman University 1987 — 1991
BA, Communications
Natalie Hightower Natalie Hightower's American Funds Experience October 2004 - July 2007
Job Broker/Owner, Realtor at Hightower Homes LLC
Industry Real Estate
Experience
Hightower Homes LLC April 2013 - Present
Keller Williams Realty October 2009 - April 2013
Bowen Engineering Corporation August 2007 - October 2008
American Funds October 2004 - July 2007
Skills
Real Estate, Sellers, Relocation, First Time Home Buyers, Residential Homes, New Home Sales, Investment Properties, Listings, Selling, Buyer Representation, Property Management, Contract Negotiation, Property, Single Family Homes, Foreclosures, Referrals, Buyers, Move Up Buyers, Investors
Education
Florida A&M University 1999 — 2003
Bachelor of Science, Business Administration - Marketing & Sales
Pike High School 1995 — 1999
HS Diploma, General Studies
Hightower Homes LLC April 2013 - Present
Keller Williams Realty October 2009 - April 2013
Bowen Engineering Corporation August 2007 - October 2008
American Funds October 2004 - July 2007
Skills
Real Estate, Sellers, Relocation, First Time Home Buyers, Residential Homes, New Home Sales, Investment Properties, Listings, Selling, Buyer Representation, Property Management, Contract Negotiation, Property, Single Family Homes, Foreclosures, Referrals, Buyers, Move Up Buyers, Investors
Education
Florida A&M University 1999 — 2003
Bachelor of Science, Business Administration - Marketing & Sales
Pike High School 1995 — 1999
HS Diploma, General Studies
Eric Horner Eric Horner's American Funds Experience August 2005 - September 2010
Job Firefighter/EMT
Industry Public Safety
Experience
Rural/Metro Corporation February 2014 - Present
Phoenix Children's Hospital July 2013 - Present
Executive Brand Marketing, LLC March 2010 - April 2013
Car 4 The Kids October 2011 - October 2012
American Funds August 2005 - September 2010
Skills
Marketing, Program Management, Customer Service, Sales, Team Building, Fundraising, Public Speaking, Strategic Planning, Training, Entrepreneurship
Education
Mesa Community College 2000 — 2014
Associate of Arts and Sciences (AAS), Fire Science/Fire-fighting
Ferris State University 1999 — 2000
N/A, Business Management/Marketing
Rural/Metro Corporation February 2014 - Present
Phoenix Children's Hospital July 2013 - Present
Executive Brand Marketing, LLC March 2010 - April 2013
Car 4 The Kids October 2011 - October 2012
American Funds August 2005 - September 2010
Skills
Marketing, Program Management, Customer Service, Sales, Team Building, Fundraising, Public Speaking, Strategic Planning, Training, Entrepreneurship
Education
Mesa Community College 2000 — 2014
Associate of Arts and Sciences (AAS), Fire Science/Fire-fighting
Ferris State University 1999 — 2000
N/A, Business Management/Marketing
Raleigh Peters, CIMA® Raleigh Peters, CIMA®'s American Funds Experience November 2007 - July 2009
Job Managing Director, JP Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan August 2010 - May 2013
PPB Advisors LLC August 2009 - July 2010
American Funds November 2007 - July 2009
American Funds November 2004 - November 2007
Federated Investors June 1995 - November 2004
Education
Grove City College 1991 — 1995
Bachelor of Science, Finance, Philosophy
Eastern University 2006 — 2008
MBA, Business Management
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan August 2010 - May 2013
PPB Advisors LLC August 2009 - July 2010
American Funds November 2007 - July 2009
American Funds November 2004 - November 2007
Federated Investors June 1995 - November 2004
Education
Grove City College 1991 — 1995
Bachelor of Science, Finance, Philosophy
Eastern University 2006 — 2008
MBA, Business Management
Rachel Conway, CPP Rachel Conway, CPP's American Funds Experience November 1996 - October 2002
Job Support Solutions at Ultimate Software
Industry Computer Software
Experience
Ultimate Software May 2014 - Present
Ultimate Software April 2011 - May 2014
Corinthian Colleges October 2009 - April 2011
AUTOMATIC DATA PROCESSING (ADP) March 2004 - May 2009
American Funds November 1996 - October 2002
Skills
SaaS, Payroll, Business Process, HRIS, Salesforce.com, Call Centers, Forecasting, Leadership, Management, Customer Satisfaction, Access, Call Center, Coaching, Customer Service, Microsoft Excel, Benefits Administration, CRM, Data Entry, Microsoft Office, Software Documentation, Time Management
Education
California State University-Fullerton 1990 — 1991
El Modena
Ultimate Software May 2014 - Present
Ultimate Software April 2011 - May 2014
Corinthian Colleges October 2009 - April 2011
AUTOMATIC DATA PROCESSING (ADP) March 2004 - May 2009
American Funds November 1996 - October 2002
Skills
SaaS, Payroll, Business Process, HRIS, Salesforce.com, Call Centers, Forecasting, Leadership, Management, Customer Satisfaction, Access, Call Center, Coaching, Customer Service, Microsoft Excel, Benefits Administration, CRM, Data Entry, Microsoft Office, Software Documentation, Time Management
Education
California State University-Fullerton 1990 — 1991
El Modena
Brian Roberts, CFA Brian Roberts, CFA's American Funds Experience 1993 - 2007
Job Managing Director, 401k Advisors
Industry Investment Management
Experience
401(k) Advisors January 2011 - Present
Arete Investment Consulting June 2009 - January 2011
Capital Guardian Trust Company 2007 - 2009
American Funds 1993 - 2007
Skills
Plan Design, Due Diligence, Contract Negotiations, 401k, Retirement, Pensions, Investments, Asset Allocation, Auditing, Asset Management, Defined Benefit, Compliance, Portfolio Management, Institutional, ERISA, Risk Management, Client Service, Benchmarking, Financial Analysis, Investment Advisory, Financial Advisory, Asset Managment, Retirement Plan..., Employee Benefits, Business Planning, Alternative Investments, Retirement Planning, Mutual Funds, Client Services, Contract Negotiation
Education
Davidson College 1982 — 1986
BA, Economics
401(k) Advisors January 2011 - Present
Arete Investment Consulting June 2009 - January 2011
Capital Guardian Trust Company 2007 - 2009
American Funds 1993 - 2007
Skills
Plan Design, Due Diligence, Contract Negotiations, 401k, Retirement, Pensions, Investments, Asset Allocation, Auditing, Asset Management, Defined Benefit, Compliance, Portfolio Management, Institutional, ERISA, Risk Management, Client Service, Benchmarking, Financial Analysis, Investment Advisory, Financial Advisory, Asset Managment, Retirement Plan..., Employee Benefits, Business Planning, Alternative Investments, Retirement Planning, Mutual Funds, Client Services, Contract Negotiation
Education
Davidson College 1982 — 1986
BA, Economics
Jennifer (Metts) Gillis's American Funds Experience 2003 - 2006
Job Protecting What Matters to You
Industry Insurance
Experience
Brightway Insurance March 2015 - Present
Bank of America July 2012 - March 2015
Brightway Insurance July 2008 - July 2012
Safeco Insurance 2007 - 2008
American Funds 2003 - 2006
Skills
Insurance, Commercial Insurance, Personal Insurance, Claims Management, Claims Handling, Claims Resolution, Property Claims, Auto Claims, Professional Liability, Automobile Liability, Umbrella Insurance, Customer Service, Underwriting, Customer Experience, Customer Engagement, Long-term Customer..., Retirement Planning, White Glove, High Net Worth..., High Net Worth Insurance, Networking, Management, Sales Management, Direct Sales, Mentoring, Professional Mentoring, Peer Mentoring, Renters, Landlord/Tenant Matters, Property, Property
Education
Florida State College at Jacksonville 2012 — 2015
Bachelor's Degree, Human Resources Management/Personnel Administration, General, 3.56
Florida State College at Jacksonville 2009 — 2011
Associate's Degree, Accounting and Finance, 3.6
Hood College 1998 — 2001
Bachelor’s Degree, English Language and Literature/Letters, 3.5
Brightway Insurance March 2015 - Present
Bank of America July 2012 - March 2015
Brightway Insurance July 2008 - July 2012
Safeco Insurance 2007 - 2008
American Funds 2003 - 2006
Skills
Insurance, Commercial Insurance, Personal Insurance, Claims Management, Claims Handling, Claims Resolution, Property Claims, Auto Claims, Professional Liability, Automobile Liability, Umbrella Insurance, Customer Service, Underwriting, Customer Experience, Customer Engagement, Long-term Customer..., Retirement Planning, White Glove, High Net Worth..., High Net Worth Insurance, Networking, Management, Sales Management, Direct Sales, Mentoring, Professional Mentoring, Peer Mentoring, Renters, Landlord/Tenant Matters, Property, Property
Education
Florida State College at Jacksonville 2012 — 2015
Bachelor's Degree, Human Resources Management/Personnel Administration, General, 3.56
Florida State College at Jacksonville 2009 — 2011
Associate's Degree, Accounting and Finance, 3.6
Hood College 1998 — 2001
Bachelor’s Degree, English Language and Literature/Letters, 3.5
Lydia M. Beltran's American Funds Experience August 2001 - May 2006
Job Learning a new industry: ATM/Debit Card Retail Fraud Servicing
Industry Banking
Experience
Bank of America May 2015 - Present
Bank of America August 2013 - April 2015
Bank of America August 2012 - July 2013
Bank of America February 2011 - July 2012
Bank of America January 2010 - January 2011
System Operation Services December 2007 - December 2009
AXA Advisors, LLC March 2007 - November 2007
American Funds August 2001 - May 2006
San Marino High School October 1998 - July 2001
Skills
Outlook, Customer Service, Accounts Payable, Credit, Customer Satisfaction, Management, Loans, Call Centers, Finance, Time Management, Analysis, Retail, Microsoft Word, Microsoft Excel, Banking, Investments, Invoicing, Accounting, Budgets, Coaching, Data Analysis, Financial Services, Forecasting, Inventory Management, Microsoft Office, Negotiation, Project Management, Sales
Education
California State University-Los Angeles 1994 — 2001
B.A., Liberal Studies
Sierra Vista High School 1989 — 1993
Bank of America May 2015 - Present
Bank of America August 2013 - April 2015
Bank of America August 2012 - July 2013
Bank of America February 2011 - July 2012
Bank of America January 2010 - January 2011
System Operation Services December 2007 - December 2009
AXA Advisors, LLC March 2007 - November 2007
American Funds August 2001 - May 2006
San Marino High School October 1998 - July 2001
Skills
Outlook, Customer Service, Accounts Payable, Credit, Customer Satisfaction, Management, Loans, Call Centers, Finance, Time Management, Analysis, Retail, Microsoft Word, Microsoft Excel, Banking, Investments, Invoicing, Accounting, Budgets, Coaching, Data Analysis, Financial Services, Forecasting, Inventory Management, Microsoft Office, Negotiation, Project Management, Sales
Education
California State University-Los Angeles 1994 — 2001
B.A., Liberal Studies
Sierra Vista High School 1989 — 1993
Ibrahim Chaudry Ibrahim Chaudry's American Funds Experience May 2014 - March 2015
Job Institutional Relationship Specialist at Capital Group
Industry Investment Management
Experience
Capital Group March 2015 - Present
American Funds May 2014 - March 2015
JPMorgan Chase June 2012 - May 2014
JP Morgan Chase May 2011 - May 2012
AXA Advisors November 2010 - May 2011
Skills
Investment Strategies, Financial Analysis, Portfolio Analysis, Discounted Cash Flow..., Financial Modeling, Portfolio Management, Strategy, Mergers & Acquisitions, Analysis, Accounting, Investments, Cash Management, Bloomberg, Equities, Banking
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Florida International University 2004 — 2008
B.B.A., International Business
Florida International University - College of Business 2004 — 2008
B.B.A., International Business
Archbishop Coleman F. Carroll High School 2002 — 2004
Capital Group March 2015 - Present
American Funds May 2014 - March 2015
JPMorgan Chase June 2012 - May 2014
JP Morgan Chase May 2011 - May 2012
AXA Advisors November 2010 - May 2011
Skills
Investment Strategies, Financial Analysis, Portfolio Analysis, Discounted Cash Flow..., Financial Modeling, Portfolio Management, Strategy, Mergers & Acquisitions, Analysis, Accounting, Investments, Cash Management, Bloomberg, Equities, Banking
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Florida International University 2004 — 2008
B.B.A., International Business
Florida International University - College of Business 2004 — 2008
B.B.A., International Business
Archbishop Coleman F. Carroll High School 2002 — 2004
Joe Stagnolia's American Funds Experience March 2012 - January 2014
Job Marketing Director at FACTS, inc.
Industry Financial Services
Experience
FACTS, inc. November 2014 - Present
Palladium Title Services, LLC February 2014 - October 2014
American Funds March 2012 - January 2014
American Funds July 2008 - March 2012
American Funds February 2002 - June 2008
American Funds January 2001 - January 2002
American Funds July 1998 - December 2000
Skills
Financial Services, Retirement, Qualified Retirement..., 401k, 401k Investment..., Sales, Management, Team Building, Customer Service, Post-sales Support, Retirement Solutions, Pensions, Internal Marketing, Marketing Strategy, Client Relationship..., Relationship Development, Relationship Management, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Retirement Planning
Education
Eastern Kentucky University 1993 — 1995
B.S., Physical Education
Vincennes University 1991 — 1993
Associates of Science, Physical Education
Triton Central High School 1987 — 1991
High School, General Studies
FACTS, inc. November 2014 - Present
Palladium Title Services, LLC February 2014 - October 2014
American Funds March 2012 - January 2014
American Funds July 2008 - March 2012
American Funds February 2002 - June 2008
American Funds January 2001 - January 2002
American Funds July 1998 - December 2000
Skills
Financial Services, Retirement, Qualified Retirement..., 401k, 401k Investment..., Sales, Management, Team Building, Customer Service, Post-sales Support, Retirement Solutions, Pensions, Internal Marketing, Marketing Strategy, Client Relationship..., Relationship Development, Relationship Management, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Retirement Planning
Education
Eastern Kentucky University 1993 — 1995
B.S., Physical Education
Vincennes University 1991 — 1993
Associates of Science, Physical Education
Triton Central High School 1987 — 1991
High School, General Studies
Christopher P. Horan Christopher P. Horan's American Funds Experience May 2005 - January 2008
Job Regional Vice President at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice January 2008 - Present
American Funds May 2005 - January 2008
Skills
Mutual Funds, Retirement Planning, Financial Advisory, Investments, Series 63, Sales, Series 7, Asset Allocation, Securities, Separately Managed..., ETFs, Marketing Strategy, Series 6, Series 65
Education
The College of William and Mary - The Mason School of Business 2010 — 2011
MBA
Virginia Wesleyan College 2003 — 2005
Accounting
Florida International University - College of Business 2001 — 2003
International Business
FTJ FundChoice January 2008 - Present
American Funds May 2005 - January 2008
Skills
Mutual Funds, Retirement Planning, Financial Advisory, Investments, Series 63, Sales, Series 7, Asset Allocation, Securities, Separately Managed..., ETFs, Marketing Strategy, Series 6, Series 65
Education
The College of William and Mary - The Mason School of Business 2010 — 2011
MBA
Virginia Wesleyan College 2003 — 2005
Accounting
Florida International University - College of Business 2001 — 2003
International Business
LaToya Graham LaToya Graham's American Funds Experience January 2014 - Present
Job Client Services Representative at American Funds
Industry Financial Services
Experience
American Funds January 2014 - Present
Skills
Customer Service, Public Speaking, Microsoft Office, Leadership, Microsoft Excel, Event Planning, PowerPoint, Microsoft Word, Team Leadership, Strategic Planning
Education
Eastern Michigan University 2003 — 2007
Bachelor's degree, Business/Corporate Communications
American Funds January 2014 - Present
Skills
Customer Service, Public Speaking, Microsoft Office, Leadership, Microsoft Excel, Event Planning, PowerPoint, Microsoft Word, Team Leadership, Strategic Planning
Education
Eastern Michigan University 2003 — 2007
Bachelor's degree, Business/Corporate Communications
Eric Haltom's American Funds Experience February 2006 - March 2007
Job A FrontEnd Web Developer with Back End Know How
Industry Internet
Experience
Talmer Bank and Trust June 2014 - Present
Talmer West Bank March 2010 - June 2014
Haltom Design September 2007 - March 2010
Precision Graphics March 2007 - September 2007
American Funds February 2006 - March 2007
Earnhardt Dodge March 2005 - February 2006
Department of Corrections February 2004 - March 2005
U.S. Army September 1998 - November 2003
H&H 1987 - 1989
Skills
Web Design, Web Development, CSS, HTML, Adobe Creative Suite, Microsoft Word, WordPress, Photoshop, Illustrator, Dreamweaver, Apache, Illustration, Mobile Design, Logo Design, Web Standards, Web Analytics, PHP, XML, jQuery, MySQL, Visual Studio, XSLT, ASP.NET, XHTML, HTML5, Mac, IIS, AJAX, jQuery UI, SEO, Advanced CSS, Wireframes, phpMyAdmin, Front-end, User Interface, Typography, User Experience, ASP.NET MVC, GIT, Team Foundation Server, Graphic Design, JavaScript, Microsoft Office
Education
University of Phoenix 2007 — 2008
Bachelor's; Associate's, Science; Art
Collins College 2006 — 2008
AA, Visual Communication
Central Texas CollegeGeneral 2002 — 2003
Talmer Bank and Trust June 2014 - Present
Talmer West Bank March 2010 - June 2014
Haltom Design September 2007 - March 2010
Precision Graphics March 2007 - September 2007
American Funds February 2006 - March 2007
Earnhardt Dodge March 2005 - February 2006
Department of Corrections February 2004 - March 2005
U.S. Army September 1998 - November 2003
H&H 1987 - 1989
Skills
Web Design, Web Development, CSS, HTML, Adobe Creative Suite, Microsoft Word, WordPress, Photoshop, Illustrator, Dreamweaver, Apache, Illustration, Mobile Design, Logo Design, Web Standards, Web Analytics, PHP, XML, jQuery, MySQL, Visual Studio, XSLT, ASP.NET, XHTML, HTML5, Mac, IIS, AJAX, jQuery UI, SEO, Advanced CSS, Wireframes, phpMyAdmin, Front-end, User Interface, Typography, User Experience, ASP.NET MVC, GIT, Team Foundation Server, Graphic Design, JavaScript, Microsoft Office
Education
University of Phoenix 2007 — 2008
Bachelor's; Associate's, Science; Art
Collins College 2006 — 2008
AA, Visual Communication
Central Texas CollegeGeneral 2002 — 2003
Dawn Salisbury's American Funds Experience December 2006 - March 2007
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Wells Fargo Advisors June 2012 - May 2013
Wells Fargo Advisors December 2009 - June 2012
Wells Fargo Advisors April 2007 - December 2009
American Funds December 2006 - March 2007
Education
Christopher Newport University 2002 — 2006
BSBA
Bishop Sullivan Cathlic High School
Morgan Stanley Wealth Management June 2013 - Present
Wells Fargo Advisors June 2012 - May 2013
Wells Fargo Advisors December 2009 - June 2012
Wells Fargo Advisors April 2007 - December 2009
American Funds December 2006 - March 2007
Education
Christopher Newport University 2002 — 2006
BSBA
Bishop Sullivan Cathlic High School
Kristina Malleck's American Funds Experience April 2008 - July 2009
Job Client Administrator at Wilbanks, Smith & Thomas
Industry Financial Services
Experience
Wilbanks, Smith & Thomas Asset Management, LLC January 2010 - Present
American Funds April 2008 - July 2009
American Funds April 2005 - April 2008
Mutual of Omaha September 1999 - April 2005
Chevy Chase Bank March 1998 - August 1999
Skills
Defined Benefit, Retirement Planning, Pensions, Employee Benefits, Leadership, CRM, Management, Team Leadership, Mutual Funds, 401k, Investments, Wealth Management, Asset Allocation, Retirement, Financial Services, Investment Strategies
Education
University of Mary Washington 1994 — 1997
BA, Art
George Mason University 1993 — 1994
General
Wilbanks, Smith & Thomas Asset Management, LLC January 2010 - Present
American Funds April 2008 - July 2009
American Funds April 2005 - April 2008
Mutual of Omaha September 1999 - April 2005
Chevy Chase Bank March 1998 - August 1999
Skills
Defined Benefit, Retirement Planning, Pensions, Employee Benefits, Leadership, CRM, Management, Team Leadership, Mutual Funds, 401k, Investments, Wealth Management, Asset Allocation, Retirement, Financial Services, Investment Strategies
Education
University of Mary Washington 1994 — 1997
BA, Art
George Mason University 1993 — 1994
General
Kristian Jackson Kristian Jackson's American Funds Experience November 2004 - March 2011
Job Executive Administrative Coordinator Professional
Industry Financial Services
Experience
American Funds November 2004 - March 2011
PIMCO September 2003 - September 2004
Ralphs Grocery Company December 2002 - September 2003
Sandel Avionics September 1999 - July 2002
Skills
Executive..., Events Coordination, Administrative..., Project Coordination, Meeting Planning, Travel Management, Trade Show Presentations, Trade Show Planning, Microsoft Word, Marketing Communications, Team Leadership, Microsoft Office, Organizational..., PowerPoint, Employee Engagement, Customer Service, Public Speaking, Public Relations, Vendor Relationship..., Lotus Notes, Process Improvement, Microsoft Excel, Risk Management, Financial Services, Team Building, Mutual Funds, Business Analysis, Vendor Management, Leadership
Education
University of Phoenix 2004 — 2007
Bachelor's of Science (B.S.), Business, Management, Marketing, and Related Support Services
Clark Atlanta University 1995 — 1997
Mass Communication/Media Studies
American Funds November 2004 - March 2011
PIMCO September 2003 - September 2004
Ralphs Grocery Company December 2002 - September 2003
Sandel Avionics September 1999 - July 2002
Skills
Executive..., Events Coordination, Administrative..., Project Coordination, Meeting Planning, Travel Management, Trade Show Presentations, Trade Show Planning, Microsoft Word, Marketing Communications, Team Leadership, Microsoft Office, Organizational..., PowerPoint, Employee Engagement, Customer Service, Public Speaking, Public Relations, Vendor Relationship..., Lotus Notes, Process Improvement, Microsoft Excel, Risk Management, Financial Services, Team Building, Mutual Funds, Business Analysis, Vendor Management, Leadership
Education
University of Phoenix 2004 — 2007
Bachelor's of Science (B.S.), Business, Management, Marketing, and Related Support Services
Clark Atlanta University 1995 — 1997
Mass Communication/Media Studies
Ed Klodt Ed Klodt's American Funds Experience 2001 - 2004
Job Director, New Business Development at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial July 2013 - Present
Thrivent Financial February 2011 - June 2013
Thrivent Financial January 2010 - February 2011
Thrivent Financial January 2009 - January 2010
The Jonah Factor® July 2004 - December 2008
American Funds 2001 - 2004
Capital Research and Management Company 1996 - 2001
The Capital Group Companies 1993 - 1996
First Interstate Bank 1987 - 1993
Rockwell International Corporation 1979 - 1987
Skills
Public Speaking, Engagement with..., Change Management, Strategic Planning, Team Leadership, Mutual Funds, Marketing Communications, Writing (non-fiction), Organizational..., Business Strategy, Team Building, Strategic Communications, Financial Analysis, Editing, Leadership Development, Leadership, Publishing, Project Management, Corporate Communications, Program Management, Internal Communications, Training, Process Improvement, PowerPoint, Analysis, Strategy, Nonprofits, Information Management, Marketing, New Business Development, Management, Fundraising, Asset Allocation, Marketing Strategy, Market Research, Social Media, Investments, Coaching, Financial Services, 401k, Retirement
Education
Fuller Theological Seminary 2005 — 2008
Masters Degree, Theology (ThM)
California State University-Northridge
Bachelor of Arts, Journalism
Thrivent Financial July 2013 - Present
Thrivent Financial February 2011 - June 2013
Thrivent Financial January 2010 - February 2011
Thrivent Financial January 2009 - January 2010
The Jonah Factor® July 2004 - December 2008
American Funds 2001 - 2004
Capital Research and Management Company 1996 - 2001
The Capital Group Companies 1993 - 1996
First Interstate Bank 1987 - 1993
Rockwell International Corporation 1979 - 1987
Skills
Public Speaking, Engagement with..., Change Management, Strategic Planning, Team Leadership, Mutual Funds, Marketing Communications, Writing (non-fiction), Organizational..., Business Strategy, Team Building, Strategic Communications, Financial Analysis, Editing, Leadership Development, Leadership, Publishing, Project Management, Corporate Communications, Program Management, Internal Communications, Training, Process Improvement, PowerPoint, Analysis, Strategy, Nonprofits, Information Management, Marketing, New Business Development, Management, Fundraising, Asset Allocation, Marketing Strategy, Market Research, Social Media, Investments, Coaching, Financial Services, 401k, Retirement
Education
Fuller Theological Seminary 2005 — 2008
Masters Degree, Theology (ThM)
California State University-Northridge
Bachelor of Arts, Journalism
Candice Rodriguez Wilson Candice Rodriguez Wilson's American Funds Experience October 1998 - July 2004
Job Ethics Compliance Coordinator at American Funds Service Company Capital Group Companies
Industry Financial Services
Experience
American Funds Service Company July 2004 - Present
American Funds October 1998 - July 2004
Skills
Financial Regulation, Mutual Funds, Operational Risk, Fund Administration, Customer Service, FINRA, Financial Risk, Securities, Financial Analysis, Auditing, Business Analysis, Financial Services, Process Improvement, Risk Management, Asset Management, Relationship Management, Vendor Management, Investments
Education
Citrus College
San Dimas High School
American Funds Service Company July 2004 - Present
American Funds October 1998 - July 2004
Skills
Financial Regulation, Mutual Funds, Operational Risk, Fund Administration, Customer Service, FINRA, Financial Risk, Securities, Financial Analysis, Auditing, Business Analysis, Financial Services, Process Improvement, Risk Management, Asset Management, Relationship Management, Vendor Management, Investments
Education
Citrus College
San Dimas High School
Victoria Plum Victoria Plum's American Funds Experience September 1986 - May 1990
Job Registered Representative at Independent Financial Group LLC
Industry Financial Services
Experience
Independent Financial Group LLC March 2015 - Present
Cinergy Financial March 2011 - July 2014
Merrill Lynch January 1991 - August 1996
American Funds September 1986 - May 1990
Skills
Investments, Securities, Retirement Planning, Financial Services, Life Insurance, Investment Strategies, Financial Goals, Operations Management, Office Management, Office Administration, Mutual Funds, Variable Annuities, Alternative Investments, Customer Service, Client Education, Educational Seminars, Sales, Financial Planning
Education
California State University-Long Beach 1983 — 1985
Education
Independent Financial Group LLC March 2015 - Present
Cinergy Financial March 2011 - July 2014
Merrill Lynch January 1991 - August 1996
American Funds September 1986 - May 1990
Skills
Investments, Securities, Retirement Planning, Financial Services, Life Insurance, Investment Strategies, Financial Goals, Operations Management, Office Management, Office Administration, Mutual Funds, Variable Annuities, Alternative Investments, Customer Service, Client Education, Educational Seminars, Sales, Financial Planning
Education
California State University-Long Beach 1983 — 1985
Education
Emily Sanchez, MBA Emily Sanchez, MBA's American Funds Experience January 2007 - September 2008
Job Marketing Director at Cuba Travel Services
Industry Airlines/Aviation
Experience
Cuba Travel Services October 2012 - Present
Capital Group January 2008 - July 2011
American Funds January 2007 - September 2008
Skills
Series 7, Series 63, Spanish, Marketing Strategy, Social Media Marketing, Marketing Communications, Digital Marketing, Marketing Research, Strategic Planning, Sales, Competitive Analysis, Market Research, Integrated Marketing, Advertising, Management, Product Marketing, Marketing, Online Advertising, Email Marketing, Brand Development, Corporate Branding, Product Management, Marketing Management, Brand Management, Market Analysis, Social Networking, Salesforce.com, CRM, Strategic Partnerships, Customer Service, Business Development, E-commerce, Lead Generation, Social Media, Business Strategy, New Business Development, Trade Shows, Direct Marketing, Strategy, Analysis, Public Relations, Investments, Online Marketing, SEO, Analytics, Budgets, Leadership, Digital Media, Mutual Funds, Account Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (MBA), Marketing
California State University-Fullerton 2003 — 2006
Business, International Business
Cuba Travel Services October 2012 - Present
Capital Group January 2008 - July 2011
American Funds January 2007 - September 2008
Skills
Series 7, Series 63, Spanish, Marketing Strategy, Social Media Marketing, Marketing Communications, Digital Marketing, Marketing Research, Strategic Planning, Sales, Competitive Analysis, Market Research, Integrated Marketing, Advertising, Management, Product Marketing, Marketing, Online Advertising, Email Marketing, Brand Development, Corporate Branding, Product Management, Marketing Management, Brand Management, Market Analysis, Social Networking, Salesforce.com, CRM, Strategic Partnerships, Customer Service, Business Development, E-commerce, Lead Generation, Social Media, Business Strategy, New Business Development, Trade Shows, Direct Marketing, Strategy, Analysis, Public Relations, Investments, Online Marketing, SEO, Analytics, Budgets, Leadership, Digital Media, Mutual Funds, Account Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (MBA), Marketing
California State University-Fullerton 2003 — 2006
Business, International Business
Craig Ballard's American Funds Experience March 1997 - September 1997
Job Claim Director at Old Republic Construction Program Group
Industry Insurance
Experience
Old Republic Construction Program Group April 2015 - Present
Liberty Mutual Insurance April 1998 - April 2015
Fortis Investments October 1997 - December 1997
American Funds March 1997 - September 1997
Skills
Claims Management, Customer Service, Workers Compensation, Management, Claim, Quality Auditing, Emergency Management, Predictive Modeling, Lean Management, First Responder, Litigation Management, General Insurance, Commercial Insurance, Medicare, Written & Oral..., Employee Training, Reserve Analysis, Insurance Law, Process Improvement, Claims Handling, Insurance, Liability, Negotiation, Property & Casualty..., Leadership, Training, Risk Management, OCIP/CCIP, Hearing Representative, Negotiations, Litigation, Workers' Compensation..., Analysis, Subrogation, Investigation, Claim Investigation, Fraud, Legal Research, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Risk, Strategy, Risk Assessment
Education
California State University-Long Beach 1989 — 1994
Bachelor of Arts (B.A.), Psychology
Old Republic Construction Program Group April 2015 - Present
Liberty Mutual Insurance April 1998 - April 2015
Fortis Investments October 1997 - December 1997
American Funds March 1997 - September 1997
Skills
Claims Management, Customer Service, Workers Compensation, Management, Claim, Quality Auditing, Emergency Management, Predictive Modeling, Lean Management, First Responder, Litigation Management, General Insurance, Commercial Insurance, Medicare, Written & Oral..., Employee Training, Reserve Analysis, Insurance Law, Process Improvement, Claims Handling, Insurance, Liability, Negotiation, Property & Casualty..., Leadership, Training, Risk Management, OCIP/CCIP, Hearing Representative, Negotiations, Litigation, Workers' Compensation..., Analysis, Subrogation, Investigation, Claim Investigation, Fraud, Legal Research, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Risk, Strategy, Risk Assessment
Education
California State University-Long Beach 1989 — 1994
Bachelor of Arts (B.A.), Psychology
Wendy Robinson Wendy Robinson's American Funds Experience 1994 - 1997
Job Wish Gowns LLC, Designer Hospital Gowns for Children
Industry Retail
Experience
Wish Gowns LLC January 2011 - Present
American Funds 1994 - 1997
Skills
Customer Service, Marketing, Advertising, Fashion, Marketing Communications, Graphics, Marketing Strategy, Social Media, Sales, Retail, Social Media Marketing, Social Networking, Online Marketing, Trade Shows
Education
California State University-Fullerton 1987 — 1993
Communications, Public Relations
Wish Gowns LLC January 2011 - Present
American Funds 1994 - 1997
Skills
Customer Service, Marketing, Advertising, Fashion, Marketing Communications, Graphics, Marketing Strategy, Social Media, Sales, Retail, Social Media Marketing, Social Networking, Online Marketing, Trade Shows
Education
California State University-Fullerton 1987 — 1993
Communications, Public Relations
Ashley Marie Mills's American Funds Experience May 2005 - November 2011
Job Regional Manager at K+S Services
Industry Industrial Automation
Experience
K + S Services March 2013 - Present
Fans 4 L.I.F.E., Inc. August 2012 - Present
Perfection Servo Hydraulics March 2012 - February 2013
American Funds May 2005 - November 2011
Bachrach October 2005 - December 2006
American Funds July 2004 - May 2005
Skills
Investments, Coaching, Customer Relations, Financial Analysis, Sales Management, Training & Development, Project Planning, Project Execution, Project Implementation, Regulatory Requirements, Financial Regulation, Federal Regulations, SEC regulations, Conflict Resolution, Creative Problem Solving, Organizational..., Quality Assurance, Quality Management, Performance Management, Performance Improvement, Performance Appraisal, Performance Analysis, Training Skills, Customer Engagement, Customer Service, Project Management, Training, Employee Training, Sales, New Business Development, CRM, Team Building, Leadership, Management, Strategic Planning, Process Improvement, Account Management, Manufacturing
Education
Indiana University Bloomington 2001 — 2004
Bachelor Science (BS), Sports Marketing and Management
Central Piedmont Community College 2012 — 2012
Six Sigma Certification - Green Belt
K + S Services March 2013 - Present
Fans 4 L.I.F.E., Inc. August 2012 - Present
Perfection Servo Hydraulics March 2012 - February 2013
American Funds May 2005 - November 2011
Bachrach October 2005 - December 2006
American Funds July 2004 - May 2005
Skills
Investments, Coaching, Customer Relations, Financial Analysis, Sales Management, Training & Development, Project Planning, Project Execution, Project Implementation, Regulatory Requirements, Financial Regulation, Federal Regulations, SEC regulations, Conflict Resolution, Creative Problem Solving, Organizational..., Quality Assurance, Quality Management, Performance Management, Performance Improvement, Performance Appraisal, Performance Analysis, Training Skills, Customer Engagement, Customer Service, Project Management, Training, Employee Training, Sales, New Business Development, CRM, Team Building, Leadership, Management, Strategic Planning, Process Improvement, Account Management, Manufacturing
Education
Indiana University Bloomington 2001 — 2004
Bachelor Science (BS), Sports Marketing and Management
Central Piedmont Community College 2012 — 2012
Six Sigma Certification - Green Belt
Nicole Mancini-Deuel's American Funds Experience April 2006 - December 2009
Job Customer Care Specialist at LoVullo Associates, Inc.
Industry Insurance
Experience
LoVullo Associates, Inc. April 2012 - Present
American Funds April 2006 - December 2009
Skills
Customer Service, Insurance, Process Improvement, Property
Education
University of Phoenix 2004 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Erie Community College 2000 — 2002
Associate of Arts and Sciences (AAS), Business Administration and Management, General
LoVullo Associates, Inc. April 2012 - Present
American Funds April 2006 - December 2009
Skills
Customer Service, Insurance, Process Improvement, Property
Education
University of Phoenix 2004 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Erie Community College 2000 — 2002
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Shannel Roberson Shannel Roberson's American Funds Experience April 2006 - August 2007
Job Portfolio Analyst
Industry Financial Services
Experience
Federal Reserve Bank of Richmond July 2013 - Present
Saphyre LLC October 2009 - Present
Morgan Stanley June 2010 - July 2013
TRAVELERS INSURANCE COMPANY June 2008 - March 2010
Nationwide Insurance Company August 2007 - June 2008
American Funds April 2006 - August 2007
Morgan Stanley July 2005 - March 2006
Morgan Stanley August 2002 - August 2004
Skills
Budgeting, Event Management, Coordination, Customer Service, Event Planning, Program Management, Microsoft Office, Writing, Excel
Education
Florida International University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration
Florida International University 2008 — 2010
Master of Science (MS), Hospitality Management
Hampton University 2001 — 2005
Bachelor Liberal Arts, English
Federal Reserve Bank of Richmond July 2013 - Present
Saphyre LLC October 2009 - Present
Morgan Stanley June 2010 - July 2013
TRAVELERS INSURANCE COMPANY June 2008 - March 2010
Nationwide Insurance Company August 2007 - June 2008
American Funds April 2006 - August 2007
Morgan Stanley July 2005 - March 2006
Morgan Stanley August 2002 - August 2004
Skills
Budgeting, Event Management, Coordination, Customer Service, Event Planning, Program Management, Microsoft Office, Writing, Excel
Education
Florida International University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration
Florida International University 2008 — 2010
Master of Science (MS), Hospitality Management
Hampton University 2001 — 2005
Bachelor Liberal Arts, English
Chris Medeiros Chris Medeiros's American Funds Experience June 2008 - January 2014
Job Team Member at Bernard Health
Industry Financial Services
Experience
Bernard Health January 2014 - Present
American Funds June 2008 - January 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Media, Customer Service, Account Management, Marketing, Financial Analysis, Mutual Funds, Team Building, Financial Services, Sales
Education
DePauw University 2005 — 2008
Bachelor of Arts (B.A.)
DePauw University 2004 — 2008
Bachelor of Arts, Philosophy
Bernard Health January 2014 - Present
American Funds June 2008 - January 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Media, Customer Service, Account Management, Marketing, Financial Analysis, Mutual Funds, Team Building, Financial Services, Sales
Education
DePauw University 2005 — 2008
Bachelor of Arts (B.A.)
DePauw University 2004 — 2008
Bachelor of Arts, Philosophy
Lynette Tamayo Lynette Tamayo's American Funds Experience November 1999 - July 2010
Job Operations Manager at GlobalTradu Language Services
Industry Education Management
Experience
Darchuck Stewart Capital Advisors, LLC January 2011 - June 2012
American Funds November 1999 - July 2010
Sears Credit Call Center August 1997 - March 2000
Skills
DTC, Financial Services, Axys, Advent, Salesforce Administrator, Wordpress, Eventbrite, Research, Back Office, WordPress, Quality Assurance
Education
California State University-San Bernardino 1998 — 2000
Bachelor’s Degree, Business Administration; Finance and in Information Technology
Darchuck Stewart Capital Advisors, LLC January 2011 - June 2012
American Funds November 1999 - July 2010
Sears Credit Call Center August 1997 - March 2000
Skills
DTC, Financial Services, Axys, Advent, Salesforce Administrator, Wordpress, Eventbrite, Research, Back Office, WordPress, Quality Assurance
Education
California State University-San Bernardino 1998 — 2000
Bachelor’s Degree, Business Administration; Finance and in Information Technology
Russ Johnson Russ Johnson's American Funds Experience February 2001 - December 2005
Job Senior Recruiter at MSCI Inc.
Industry Investment Management
Experience
MSCI Inc. May 2013 - Present
Russell Investments May 2010 - May 2013
Expedia November 2007 - May 2010
Genworth Financial 2005 - 2007
American Funds February 2001 - December 2005
Disney 2000 - 2001
Cayuga Group (1 man headhunting firm) 1998 - 2000
Culver Personnel 1996 - 1998
Skills
Applicant Tracking..., College Recruiting, Recruiting, Talent Management, Sourcing, Human Resources, Screening, Talent Acquisition, Technical Recruiting, Executive Search, Leadership, Sales, Management, Finance, SDLC, Employee Relations, Hiring, Performance Management, Marketing, Interviews, Vendor Management, Temporary Placement, Employer Branding, Employee Benefits, PeopleSoft, Contract Recruitment, CRM
Education
Cornell University 1991 — 1994
B.S., Communications
MSCI Inc. May 2013 - Present
Russell Investments May 2010 - May 2013
Expedia November 2007 - May 2010
Genworth Financial 2005 - 2007
American Funds February 2001 - December 2005
Disney 2000 - 2001
Cayuga Group (1 man headhunting firm) 1998 - 2000
Culver Personnel 1996 - 1998
Skills
Applicant Tracking..., College Recruiting, Recruiting, Talent Management, Sourcing, Human Resources, Screening, Talent Acquisition, Technical Recruiting, Executive Search, Leadership, Sales, Management, Finance, SDLC, Employee Relations, Hiring, Performance Management, Marketing, Interviews, Vendor Management, Temporary Placement, Employer Branding, Employee Benefits, PeopleSoft, Contract Recruitment, CRM
Education
Cornell University 1991 — 1994
B.S., Communications
Dillion Applen Dillion Applen's American Funds Experience March 2008 - September 2008
Job Risk and Compliance Project Manager at Capital Group
Industry Investment Management
Experience
Capital Group April 2015 - Present
Capital Group October 2011 - March 2015
Capital Group October 2008 - September 2011
American Funds March 2008 - September 2008
American Funds January 2006 - February 2008
American Funds March 2005 - December 2005
American Funds November 2003 - March 2005
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA, Investments and Financial Markets
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2003
BA, Information Systems and Decision Sciences
Capital Group April 2015 - Present
Capital Group October 2011 - March 2015
Capital Group October 2008 - September 2011
American Funds March 2008 - September 2008
American Funds January 2006 - February 2008
American Funds March 2005 - December 2005
American Funds November 2003 - March 2005
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA, Investments and Financial Markets
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2003
BA, Information Systems and Decision Sciences
Amanda Strauss Amanda Strauss's American Funds Experience March 2007 - January 2008
Job General Ledger Accountant at Cavalier Land
Industry Accounting
Experience
Cavalier Land, Inc May 2008 - Present
American Funds March 2007 - January 2008
Oak Harbor Speech and Language Center July 2004 - December 2006
Education
DeVry University -Keller Graduate School of Management
M.B.A, Accounting
DeVry University
Bachelor, Science Technology Management; Marketing
Masters
Cavalier Land, Inc May 2008 - Present
American Funds March 2007 - January 2008
Oak Harbor Speech and Language Center July 2004 - December 2006
Education
DeVry University -Keller Graduate School of Management
M.B.A, Accounting
DeVry University
Bachelor, Science Technology Management; Marketing
Masters
Leora Kurtyka Leora Kurtyka's American Funds Experience April 2007 - July 2009
Job Sales Support Manager and Customer Service Specialist
Industry Medical Devices
Experience
Soluble Systems LLC March 2013 - Present
Harris Connect July 2010 - March 2013
American Funds April 2007 - July 2009
Skills
Project Management, Salesforce.com, Program Management, Email Marketing, Vendor Management, CRM, MS Project, Account Management, Business Development, Team Building, Strategic Planning, Management, Team Leadership, Sales, Process Improvement, Customer Service, Sales Operations, Leadership
Education
Fordham University 1997 — 2001
Fordham University
Soluble Systems LLC March 2013 - Present
Harris Connect July 2010 - March 2013
American Funds April 2007 - July 2009
Skills
Project Management, Salesforce.com, Program Management, Email Marketing, Vendor Management, CRM, MS Project, Account Management, Business Development, Team Building, Strategic Planning, Management, Team Leadership, Sales, Process Improvement, Customer Service, Sales Operations, Leadership
Education
Fordham University 1997 — 2001
Fordham University
Patrick Doumas Patrick Doumas's American Funds Experience February 2011 - June 2013
Job Procurement Corporate Services
Industry Logistics and Supply Chain
Experience
Anthem, Inc. June 2013 - Present
American Funds February 2011 - June 2013
American Funds January 2010 - June 2013
American Funds June 2007 - June 2013
IU National Gene Vector Biorepository and Vector Production Facility January 2012 - July 2012
Undisclosed February 2012 - June 2012
Skills
Customer Service, Six Sigma, Minitab, Data Analysis, Negotiation, PowerPoint, Excel, Microsoft Project, Compliance, Business Process..., MS Project, Microsoft Excel, Process Improvement, Quality Assurance, Analysis, Cross-functional Team...
Education
Indiana University - Kelley School of Business 2010 — 2013
Graduate, Supply Chain Management
DePauw University 2003 — 2007
Bachelors, Economics
Anthem, Inc. June 2013 - Present
American Funds February 2011 - June 2013
American Funds January 2010 - June 2013
American Funds June 2007 - June 2013
IU National Gene Vector Biorepository and Vector Production Facility January 2012 - July 2012
Undisclosed February 2012 - June 2012
Skills
Customer Service, Six Sigma, Minitab, Data Analysis, Negotiation, PowerPoint, Excel, Microsoft Project, Compliance, Business Process..., MS Project, Microsoft Excel, Process Improvement, Quality Assurance, Analysis, Cross-functional Team...
Education
Indiana University - Kelley School of Business 2010 — 2013
Graduate, Supply Chain Management
DePauw University 2003 — 2007
Bachelors, Economics
Mary Kate Sullivan's American Funds Experience June 2008 - June 2009
Job Taking time for family but always looking for the next adventure.
Industry Market Research
Experience
Stay at Home Mom August 2013 - Present
Cane Financial Group September 2012 - July 2013
American Funds June 2008 - June 2009
American Funds March 2008 - June 2008
Skills
Access, Customer Service, Microsoft Office, Microsoft Excel, Social Media, Outlook, Human Resources, Database Administration, PowerPoint, File Management, Financial Analysis, Advisers Assistant, Data Aggregation
Education
DeSales University 2003 — 2007
Bachelors, Computer Science
Stay at Home Mom August 2013 - Present
Cane Financial Group September 2012 - July 2013
American Funds June 2008 - June 2009
American Funds March 2008 - June 2008
Skills
Access, Customer Service, Microsoft Office, Microsoft Excel, Social Media, Outlook, Human Resources, Database Administration, PowerPoint, File Management, Financial Analysis, Advisers Assistant, Data Aggregation
Education
DeSales University 2003 — 2007
Bachelors, Computer Science
Rich Prior Rich Prior's American Funds Experience October 1987 - Present
Job Senior Vice President/General Manager at American Funds
Industry Financial Services
Experience
American Funds October 1987 - Present
Education
University of La Verne 1985 — 1988
Bachelor of Science (BS), Business Administration
California State University-Fullerton 1982 — 1984
Business
American Funds October 1987 - Present
Education
University of La Verne 1985 — 1988
Bachelor of Science (BS), Business Administration
California State University-Fullerton 1982 — 1984
Business
Monica Isaac Monica Isaac's American Funds Experience April 2003 - September 2015
Job Client Services Representative at American Funds
Industry Investment Management
Experience
American Funds April 2003 - September 2015
Skills
Customer Service, Financial Services, Mutual Funds, Process Improvement, Insurance, Securities, Microsoft Excel, Investments, Microsoft Office, Management
Education
Florida Institute of Technology 2012 — 2014
Bachelor's Degree, Business Administration/Accounting, 3.95
Tidewater Community College 2010 — 2012
Associate's Degree, Business Administration, 3.92
American Funds April 2003 - September 2015
Skills
Customer Service, Financial Services, Mutual Funds, Process Improvement, Insurance, Securities, Microsoft Excel, Investments, Microsoft Office, Management
Education
Florida Institute of Technology 2012 — 2014
Bachelor's Degree, Business Administration/Accounting, 3.95
Tidewater Community College 2010 — 2012
Associate's Degree, Business Administration, 3.92
Max Kayajanian's American Funds Experience June 2013 - June 2014
Job Marketing and Client Relations at Oakwood Capital Management
Industry Investment Management
Experience
Oakwood Capital Management June 2014 - Present
American Funds June 2013 - June 2014
Morgan Stanley February 2013 - July 2013
Wells Fargo Advisors November 2011 - February 2013
Merrill Lynch March 2011 - September 2011
Skills
Sales, Marketing, Microsoft Office, Salesforce.com, ACT client management, iOS, Financial Advisory
Education
California State University-Long Beach 2008 — 2013
Bachelor's degree, Marketing
Oakwood Capital Management June 2014 - Present
American Funds June 2013 - June 2014
Morgan Stanley February 2013 - July 2013
Wells Fargo Advisors November 2011 - February 2013
Merrill Lynch March 2011 - September 2011
Skills
Sales, Marketing, Microsoft Office, Salesforce.com, ACT client management, iOS, Financial Advisory
Education
California State University-Long Beach 2008 — 2013
Bachelor's degree, Marketing
Corey Bonner's American Funds Experience September 2006 - July 2009
Job Relationship Manager at United Way of Central Carolinas
Industry Philanthropy
Experience
United Way of Central Carolinas May 2015 - Present
The Vanguard Group October 2009 - February 2015
American Funds September 2006 - July 2009
Skills
Series 7, Series 6, Series 63, Series 66
Education
East Carolina University 2002 — 2006
Bachelor of Science (B.S.)
United Way of Central Carolinas May 2015 - Present
The Vanguard Group October 2009 - February 2015
American Funds September 2006 - July 2009
Skills
Series 7, Series 6, Series 63, Series 66
Education
East Carolina University 2002 — 2006
Bachelor of Science (B.S.)
Kimberly Cervantes's American Funds Experience August 2013 - June 2014
Job Administrative Assistant at Monet Software
Industry
Experience
Monet Software June 2014 - Present
American Funds August 2013 - June 2014
Skilled Healthcare October 2009 - December 2012
Noritz America July 2006 - July 2009
Lifetime Television January 2009 - April 2009
Skills
Financial Analysis, Administrative..., Microsoft Excel, Microsoft Word, Microsoft OneNote, Outlook, Budgets, Customer Service, PowerPoint, Salesforce.com, Photoshop, SharePoint, Concur, Expenses, Finance, Account Management
Education
Santa Monica College 2015 — 2016
California State University-Fullerton
Bachelor of Arts (B.A.), Radio, TV and Film
Capistrano Valley Highschool
Orange Coast College
Associate of Arts (AA)
Monet Software June 2014 - Present
American Funds August 2013 - June 2014
Skilled Healthcare October 2009 - December 2012
Noritz America July 2006 - July 2009
Lifetime Television January 2009 - April 2009
Skills
Financial Analysis, Administrative..., Microsoft Excel, Microsoft Word, Microsoft OneNote, Outlook, Budgets, Customer Service, PowerPoint, Salesforce.com, Photoshop, SharePoint, Concur, Expenses, Finance, Account Management
Education
Santa Monica College 2015 — 2016
California State University-Fullerton
Bachelor of Arts (B.A.), Radio, TV and Film
Capistrano Valley Highschool
Orange Coast College
Associate of Arts (AA)
Ram Srinivasan's American Funds Experience August 2004 - August 2007
Job Director, Client Services & Strategic Consulting at Intellect IT
Industry Information Technology and Services
Experience
Intellect IT March 2013 - Present
Consulting - Hospitality/Gaming July 2012 - March 2013
Shuffle Master July 2011 - August 2012
Perficient March 2011 - July 2011
Hyundai AutoEver America August 2007 - March 2011
Consulting - Online Vendor June 2006 - January 2011
American Funds August 2004 - August 2007
Consulting August 2003 - July 2004
Consulting - Financial Services November 2002 - July 2003
BAE Systems (MTC) - NASA/JPL Deep Space Network September 1998 - September 2002
Education
California State University-Northridge 1990 — 1991
MPA, Public Admin
California State University-Northridge 1988 — 1990
B.A., Political Science, Conflict Resolution & Negotiation
Intellect IT March 2013 - Present
Consulting - Hospitality/Gaming July 2012 - March 2013
Shuffle Master July 2011 - August 2012
Perficient March 2011 - July 2011
Hyundai AutoEver America August 2007 - March 2011
Consulting - Online Vendor June 2006 - January 2011
American Funds August 2004 - August 2007
Consulting August 2003 - July 2004
Consulting - Financial Services November 2002 - July 2003
BAE Systems (MTC) - NASA/JPL Deep Space Network September 1998 - September 2002
Education
California State University-Northridge 1990 — 1991
MPA, Public Admin
California State University-Northridge 1988 — 1990
B.A., Political Science, Conflict Resolution & Negotiation
Ralph Goodwin, PMP's American Funds Experience December 2009 - March 2010
Job Senior Program Manager
Industry Information Technology and Services
Experience
Elavon, Inc. January 2013 - Present
Consumer Source, Inc. February 2012 - December 2012
BBVA Compass March 2010 - November 2011
American Funds December 2009 - March 2010
Education Corporation of America July 2009 - December 2009
InfoImage Inc. January 2009 - May 2009
Open Solutions September 2007 - January 2009
McLeod Software February 2006 - January 2007
SungardEXP December 2004 - February 2006
Virginia Department of Taxation July 1998 - November 2004
Skills
Risk Management, Quality Assurance, Customer Relations, Budgeting, SDLC, Project Management, Software Project..., PMO, PMP, Budget, Strategic Planning, Visio, Business Analysis, Process Improvement, Program Management, MS Project, Requirements Analysis, Vendor Management, Project Planning, Agile Methodologies, Customer Service, Software Documentation, Budgets, Management, Business Process, Software Development, Scrum, Integration, SharePoint, Change Management, Training, Software Implementation, Business Process..., CRM, Project Portfolio..., Analysis, Process Engineering, Requirements Gathering, Business Intelligence, Team Leadership, Business Requirements, Testing, Cross-functional Team..., Agile Project Management, Banking, Waterfall, IT Management, SQL, IT Strategy, User Acceptance Testing
Education
Florida State University 1990 — 1991
Master of Science, Political Science with Public Administration
Virginia Polytechnic Institute and State University 1985 — 1990
Bachelor of Arts, Political Science and Psychology
Elavon, Inc. January 2013 - Present
Consumer Source, Inc. February 2012 - December 2012
BBVA Compass March 2010 - November 2011
American Funds December 2009 - March 2010
Education Corporation of America July 2009 - December 2009
InfoImage Inc. January 2009 - May 2009
Open Solutions September 2007 - January 2009
McLeod Software February 2006 - January 2007
SungardEXP December 2004 - February 2006
Virginia Department of Taxation July 1998 - November 2004
Skills
Risk Management, Quality Assurance, Customer Relations, Budgeting, SDLC, Project Management, Software Project..., PMO, PMP, Budget, Strategic Planning, Visio, Business Analysis, Process Improvement, Program Management, MS Project, Requirements Analysis, Vendor Management, Project Planning, Agile Methodologies, Customer Service, Software Documentation, Budgets, Management, Business Process, Software Development, Scrum, Integration, SharePoint, Change Management, Training, Software Implementation, Business Process..., CRM, Project Portfolio..., Analysis, Process Engineering, Requirements Gathering, Business Intelligence, Team Leadership, Business Requirements, Testing, Cross-functional Team..., Agile Project Management, Banking, Waterfall, IT Management, SQL, IT Strategy, User Acceptance Testing
Education
Florida State University 1990 — 1991
Master of Science, Political Science with Public Administration
Virginia Polytechnic Institute and State University 1985 — 1990
Bachelor of Arts, Political Science and Psychology
Art Fong's American Funds Experience 1990 - 1993
Job Sr. Systems Engineer at Costar Group
Industry Real Estate
Experience
LoopNet, Inc. a CoStar Group Company November 2000 - Present
Advanced Bionics 2000 - 2000
CO-OP Network 1993 - 2000
American Funds 1990 - 1993
Skills
IIS, HTML, Windows Server, Windows, Web Applications, Visual Studio, Microsoft Technologies, Database Design, CSS, Crystal Reports, Symantec Backup, System Administration, Visio, VMware, Active Directory, Web Development, MySQL, Disaster Recovery, Avaya IP Telephony, G450, Vector Programming, Modular Messaging, CentreVu, eCAS, Operating Systems, Database Administration, Hyper-V, SAN, Windows Server 200x, Management, Microsoft SQL Server, Microsoft Office, SQL
Education
California State University-Sacramento 1975 — 1980
BS, Marketing
LoopNet, Inc. a CoStar Group Company November 2000 - Present
Advanced Bionics 2000 - 2000
CO-OP Network 1993 - 2000
American Funds 1990 - 1993
Skills
IIS, HTML, Windows Server, Windows, Web Applications, Visual Studio, Microsoft Technologies, Database Design, CSS, Crystal Reports, Symantec Backup, System Administration, Visio, VMware, Active Directory, Web Development, MySQL, Disaster Recovery, Avaya IP Telephony, G450, Vector Programming, Modular Messaging, CentreVu, eCAS, Operating Systems, Database Administration, Hyper-V, SAN, Windows Server 200x, Management, Microsoft SQL Server, Microsoft Office, SQL
Education
California State University-Sacramento 1975 — 1980
BS, Marketing
Angeline Poladian's American Funds Experience April 2008 - July 2009
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
American Funds April 2008 - July 2009
American Home Mortgage 2003 - 2007
Skills
Marketing Strategy, Advertising, Marketing, Marketing Communications, Event Planning, Social Media Marketing, Social Media
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2000
American Funds April 2008 - July 2009
American Home Mortgage 2003 - 2007
Skills
Marketing Strategy, Advertising, Marketing, Marketing Communications, Event Planning, Social Media Marketing, Social Media
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2000
Heather Maury's American Funds Experience February 2007 - April 2009
Job Library Associate at Suffolk Public Library
Industry Libraries
Experience
Suffolk Public Library January 2012 - Present
American Funds February 2007 - April 2009
Skills
Customer Service, Storytelling, Reader's Advisory, Window Displays, Crafts, Book Reviews, Shelving, Collection Development, Young Adult Literature, Young Adult Services, Children's Books, Library Science, Cataloging, Editing
Education
Florida State University 2013 — 2015
Master's Degree, Library and Information Science
University of Virginia 1990 — 2005
Bachelor of Arts (B.A.), Russian Language and Literature
Suffolk Public Library January 2012 - Present
American Funds February 2007 - April 2009
Skills
Customer Service, Storytelling, Reader's Advisory, Window Displays, Crafts, Book Reviews, Shelving, Collection Development, Young Adult Literature, Young Adult Services, Children's Books, Library Science, Cataloging, Editing
Education
Florida State University 2013 — 2015
Master's Degree, Library and Information Science
University of Virginia 1990 — 2005
Bachelor of Arts (B.A.), Russian Language and Literature
Mona Dunham's American Funds Experience February 2006 - Present
Job Shareholder Services at American Funds
Industry Financial Services
Experience
American Funds February 2006 - Present
Loehmann's January 2002 - July 2005
Education
University of Phoenix 2007 — 2008
Master, Business Administration
University of Phoenix 2004 — 2006
B.S., Marketing
Fashion Institute of Design & Merchandising 2000 — 2001
Associates, Merchandise Marketing
American Funds February 2006 - Present
Loehmann's January 2002 - July 2005
Education
University of Phoenix 2007 — 2008
Master, Business Administration
University of Phoenix 2004 — 2006
B.S., Marketing
Fashion Institute of Design & Merchandising 2000 — 2001
Associates, Merchandise Marketing
Laurel Hochschild's American Funds Experience November 2003 - Present
Job Senior Shareholder Account Representative at American Funds
Industry Investment Banking
Experience
American Funds November 2003 - Present
Disneyland Resort January 2001 - November 2003
Big Brothers Big Sisters of Orange County January 2003 - May 2003
Education
California State University-Fullerton 2001 — 2003
BA, Public Relations/Criminal Justice
American Funds November 2003 - Present
Disneyland Resort January 2001 - November 2003
Big Brothers Big Sisters of Orange County January 2003 - May 2003
Education
California State University-Fullerton 2001 — 2003
BA, Public Relations/Criminal Justice
Elida Arzola's American Funds Experience March 2008 - Present
Job American Funds Shareholder Services
Industry Financial Services
Experience
American Funds March 2008 - Present
Shea Homes 2005 - 2008
Education
California State University-Fullerton
Bachelors, Economics
American Funds March 2008 - Present
Shea Homes 2005 - 2008
Education
California State University-Fullerton
Bachelors, Economics
Tiffany Cerefice's American Funds Experience March 2011 - Present
Job Account Representative with American Funds
Industry Financial Services
Experience
American Funds March 2011 - Present
Northwestern Mutual October 2005 - October 2010
Skills
Investments, Fixed Annuities, Salesforce.com
Education
Chapman University
Liberal Arts, Humanities
American Funds March 2011 - Present
Northwestern Mutual October 2005 - October 2010
Skills
Investments, Fixed Annuities, Salesforce.com
Education
Chapman University
Liberal Arts, Humanities
Aaron Oxendine's American Funds Experience September 2008 - September 2012
Job Experienced IT Professional with Strong Customer Service Skills
Industry Information Technology and Services
Experience
California State University, San Bernardino September 2012 - Present
American Funds September 2008 - September 2012
American Funds 2007 - 2009
American Funds 2006 - 2007
Granville Towers/Allen & O'Hara 2001 - 2006
Granville Towers/Allen & O'Hara 1997 - 2001
Skills
Troubleshooting, Customer Service, Computer Hardware, Software Installation, Microsoft Exchange, Microsoft Office, Windows 7, Team Building, Windows, Management, Technical Support, Event Planning, Customer Satisfaction, Oral & Written..., Phone Etiquette, Staff Supervision, Work Well Independently, Hardware Support, Hardware Installation, 10 Key, Wireless Networking, Computer Repair, Windows 2000, Windows Vista, DOS, Training, Higher Education, Data Analysis, Mentoring, Problem Solving, Team-oriented, Hardware Diagnostics
Education
California State University-San Bernardino
Master of Business Administration (M.B.A.), Cyber Security
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Sociology
California State University, San Bernardino September 2012 - Present
American Funds September 2008 - September 2012
American Funds 2007 - 2009
American Funds 2006 - 2007
Granville Towers/Allen & O'Hara 2001 - 2006
Granville Towers/Allen & O'Hara 1997 - 2001
Skills
Troubleshooting, Customer Service, Computer Hardware, Software Installation, Microsoft Exchange, Microsoft Office, Windows 7, Team Building, Windows, Management, Technical Support, Event Planning, Customer Satisfaction, Oral & Written..., Phone Etiquette, Staff Supervision, Work Well Independently, Hardware Support, Hardware Installation, 10 Key, Wireless Networking, Computer Repair, Windows 2000, Windows Vista, DOS, Training, Higher Education, Data Analysis, Mentoring, Problem Solving, Team-oriented, Hardware Diagnostics
Education
California State University-San Bernardino
Master of Business Administration (M.B.A.), Cyber Security
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Sociology
Kara Mackie's American Funds Experience May 2014 - June 2015
Job Internal Regional Director at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2015 - Present
American Funds May 2014 - June 2015
KBS Capital Markets Group February 2012 - May 2014
Bank of America Home Loans October 2009 - February 2012
Chaney Hall, Inc. June 2007 - October 2009
Skills
Series 7, Series 63, Alternative Investments, Mortgage Lending, FINRA, Venture Capital, Sales
Education
Chapman University, The George L. Argyros School of Business and Economics 2003 — 2007
B.S.
Université Paris Sorbonne (Paris IV)
LPL Financial June 2015 - Present
American Funds May 2014 - June 2015
KBS Capital Markets Group February 2012 - May 2014
Bank of America Home Loans October 2009 - February 2012
Chaney Hall, Inc. June 2007 - October 2009
Skills
Series 7, Series 63, Alternative Investments, Mortgage Lending, FINRA, Venture Capital, Sales
Education
Chapman University, The George L. Argyros School of Business and Economics 2003 — 2007
B.S.
Université Paris Sorbonne (Paris IV)
Chris Gies's American Funds Experience 2003 - July 2008
Job SVP, Advisor Education & Sales Force Development, American Funds
Industry Financial Services
Experience
Capital Group Companies 2009 - Present
American Funds 2003 - July 2008
UBS Wealth Management 2001 - 2003
Skills
Sales Management, Series 7, Series 63, Mutual Funds, Wealth Management, Alternative Investments, Investments, Asset Managment, Securities, Retirement Planning, Asset Allocation, 401k, Series 24, Investment Advisory, FINRA, Fixed Income, Investment Strategies, Equities, Portfolio Management, Financial Advisory, Investment Management, Hedge Funds, Retirement, Financial Services, Bonds, IRAs, Uniform Combined State..., Fixed Annuities, Separately Managed..., Strategic Financial..., Estate Planning, Series 65, ETFs, Equity Research, Relationship Management, Financial Planning, Asset Management
Education
College for Financial Planning 1986 — 1987
Certified Financial Planner, Financial Planning
Eastern Michigan University 1976 — 1981
Bachelor Business Administration, Finance, Marketing
Capital Group Companies 2009 - Present
American Funds 2003 - July 2008
UBS Wealth Management 2001 - 2003
Skills
Sales Management, Series 7, Series 63, Mutual Funds, Wealth Management, Alternative Investments, Investments, Asset Managment, Securities, Retirement Planning, Asset Allocation, 401k, Series 24, Investment Advisory, FINRA, Fixed Income, Investment Strategies, Equities, Portfolio Management, Financial Advisory, Investment Management, Hedge Funds, Retirement, Financial Services, Bonds, IRAs, Uniform Combined State..., Fixed Annuities, Separately Managed..., Strategic Financial..., Estate Planning, Series 65, ETFs, Equity Research, Relationship Management, Financial Planning, Asset Management
Education
College for Financial Planning 1986 — 1987
Certified Financial Planner, Financial Planning
Eastern Michigan University 1976 — 1981
Bachelor Business Administration, Finance, Marketing
Desiree Snow White's American Funds Experience January 1999 - Present
Job Senior Operations Analyst at American Funds
Industry Financial Services
Experience
American Funds January 1999 - Present
Skills
Equities, Finance, Portfolio Management, Private Placements, Fixed Income, Private Equity, Asset Allocation, Fund Accounting, Asset Management, Middle Office, Process Improvement, Claims Resolution, Internal Audit, Risk Management
Education
California State University-Fullerton 1995 — 1999
Bachelor's Degree, Finance, General
American Funds January 1999 - Present
Skills
Equities, Finance, Portfolio Management, Private Placements, Fixed Income, Private Equity, Asset Allocation, Fund Accounting, Asset Management, Middle Office, Process Improvement, Claims Resolution, Internal Audit, Risk Management
Education
California State University-Fullerton 1995 — 1999
Bachelor's Degree, Finance, General
Denise Upson's American Funds Experience October 1992 - May 2005
Job Prepared Foods Retailer at Whole Foods Market
Industry Food Production
Experience
Whole Foods Market October 2012 - Present
The Virginian Pilot 2011 - November 2012
Capital Group 1992 - 2009
American Funds, A Capital Group Company 1992 - 2009
American Funds Distributors, Inc 1992 - 2009
American Funds October 1992 - May 2005
Education
City University of New York 1974 — 1977
Associate, Business
Whole Foods Market October 2012 - Present
The Virginian Pilot 2011 - November 2012
Capital Group 1992 - 2009
American Funds, A Capital Group Company 1992 - 2009
American Funds Distributors, Inc 1992 - 2009
American Funds October 1992 - May 2005
Education
City University of New York 1974 — 1977
Associate, Business
Ben Stovall's American Funds Experience 2014 - Present
Job Video Channel Producer at American Funds
Industry Financial Services
Experience
American Funds 2014 - Present
Ben Stovall Voiceover 2010 - Present
American Funds 2006 - 2014
Capital Group 2004 - 2006
Skills
Video Editing, Video Production, Editing, Adobe Creative Suite, Public Speaking, Graphic Design, Web Design, Directing, Web Content Management, Computer Repair, Computer Hardware, Customer Service, Information Technology, Computer Software, Voiceover
Education
Kaplan University 2013 — 2016
Bachelor of Science in Information Technology, Computer/Information Technology Administration and Management, 4.0
Full Sail University 2002 — 2003
Associate of Arts (A.A.), Film & Video, A
David Mackenzie High 1986 — 1988
Temple Christian 1980 — 1988
American Funds 2014 - Present
Ben Stovall Voiceover 2010 - Present
American Funds 2006 - 2014
Capital Group 2004 - 2006
Skills
Video Editing, Video Production, Editing, Adobe Creative Suite, Public Speaking, Graphic Design, Web Design, Directing, Web Content Management, Computer Repair, Computer Hardware, Customer Service, Information Technology, Computer Software, Voiceover
Education
Kaplan University 2013 — 2016
Bachelor of Science in Information Technology, Computer/Information Technology Administration and Management, 4.0
Full Sail University 2002 — 2003
Associate of Arts (A.A.), Film & Video, A
David Mackenzie High 1986 — 1988
Temple Christian 1980 — 1988
Warren Reed's American Funds Experience December 2012 - Present
Job Compliance/Risk Assessment Analyst at American Funds
Industry Financial Services
Experience
American Funds December 2012 - Present
American Funds March 2005 - December 2012
DHL September 2001 - March 2005
Skills
Telephone Skills, Coaching, Performance Management, Outlook, Organizational..., Operational Risk..., Risk Management, Legal Research, Risk Assessment, Financial Risk, Legal Compliance, Legal Assistance, Project Delivery, PowerPoint, Microsoft Excel, Communication Skills, Legal Writing, Technical Writing, Microsoft Word, Team Leadership, Financial Services, Team Building, Financial Regulation, Training, Training Delivery, Employee Training, Conflict Resolution, Process Improvement, Leadership, Mutual Funds, Leadership Development, Change Management, Business Process..., Data Analysis, Customer Service, Public Speaking, Microsoft Office, Research, FINRA, Call Centers, Employee Benefits, Human Resources, Employee Relations, Onboarding, Financial Analysis, Organizational..., Management, Recruiting, Program Management, Vendor Management
Education
Southern New Hampshire University 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Case Western Reserve University School of Law 1996 — 1999
JD, Law
University of Alabama 1989 — 1994
B.A., Spanish Literature
American Funds December 2012 - Present
American Funds March 2005 - December 2012
DHL September 2001 - March 2005
Skills
Telephone Skills, Coaching, Performance Management, Outlook, Organizational..., Operational Risk..., Risk Management, Legal Research, Risk Assessment, Financial Risk, Legal Compliance, Legal Assistance, Project Delivery, PowerPoint, Microsoft Excel, Communication Skills, Legal Writing, Technical Writing, Microsoft Word, Team Leadership, Financial Services, Team Building, Financial Regulation, Training, Training Delivery, Employee Training, Conflict Resolution, Process Improvement, Leadership, Mutual Funds, Leadership Development, Change Management, Business Process..., Data Analysis, Customer Service, Public Speaking, Microsoft Office, Research, FINRA, Call Centers, Employee Benefits, Human Resources, Employee Relations, Onboarding, Financial Analysis, Organizational..., Management, Recruiting, Program Management, Vendor Management
Education
Southern New Hampshire University 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Case Western Reserve University School of Law 1996 — 1999
JD, Law
University of Alabama 1989 — 1994
B.A., Spanish Literature
Adam Seakins's American Funds Experience November 2013 - Present
Job Client Services Representative at American Funds
Industry Retail
Experience
American Funds November 2013 - Present
Walmart June 2011 - May 2013
Alberstons May 2005 - January 2011
Albertsons May 2005 - January 2011
Skills
Customer Service, Retail, Microsoft Office, Microsoft Excel, Inventory Management, Management, Microsoft Word, PowerPoint, Merchandising, Strategic Planning, Team Building, Budgets, Leadership, Sales, Team Leadership
Education
California State University-Monterey Bay 2011 — 2013
Bachelor of Science (BS)
Santiago Canyon College 2007 — 2010
AA
American Funds November 2013 - Present
Walmart June 2011 - May 2013
Alberstons May 2005 - January 2011
Albertsons May 2005 - January 2011
Skills
Customer Service, Retail, Microsoft Office, Microsoft Excel, Inventory Management, Management, Microsoft Word, PowerPoint, Merchandising, Strategic Planning, Team Building, Budgets, Leadership, Sales, Team Leadership
Education
California State University-Monterey Bay 2011 — 2013
Bachelor of Science (BS)
Santiago Canyon College 2007 — 2010
AA
Deborah Lima's American Funds Experience January 2003 - January 2015
Job Retired
Industry Financial Services
Experience
American Funds January 2003 - January 2015
American Funds March 1996 - January 2003
Sempra Energy 1982 - 1996
Skills
Mutual Funds, Vendor Management, SDLC, Business Analysis, Financial Services, Asset Management, IT Strategy, IT Management, Process Improvement, Risk Management, Portfolio Management, Equities, Disaster Recovery, Agile Methodologies, Investments, Enterprise Architecture, Fixed Income, Change Management, Requirements Analysis, Business Process..., Project Portfolio..., Requirements Gathering
Education
Cal State Fullerton 1973 — 1978
BA, Mathematics and Computer Science
American Funds January 2003 - January 2015
American Funds March 1996 - January 2003
Sempra Energy 1982 - 1996
Skills
Mutual Funds, Vendor Management, SDLC, Business Analysis, Financial Services, Asset Management, IT Strategy, IT Management, Process Improvement, Risk Management, Portfolio Management, Equities, Disaster Recovery, Agile Methodologies, Investments, Enterprise Architecture, Fixed Income, Change Management, Requirements Analysis, Business Process..., Project Portfolio..., Requirements Gathering
Education
Cal State Fullerton 1973 — 1978
BA, Mathematics and Computer Science
Erik Santana's American Funds Experience May 2006 - June 2009
Job Buyer at Smile Brands Inc.
Industry Hospital & Health Care
Experience
Smile Brands Inc. February 2011 - Present
Fortis Resourcing January 2010 - February 2011
American Funds May 2006 - June 2009
Education
California State University-Fullerton 2004 — 2006
Bachelor of Arts (B.A.), Ethnic Studies
Irvine Valley College 2002 — 2004
Associate of Arts (A.A.), General Studies
Smile Brands Inc. February 2011 - Present
Fortis Resourcing January 2010 - February 2011
American Funds May 2006 - June 2009
Education
California State University-Fullerton 2004 — 2006
Bachelor of Arts (B.A.), Ethnic Studies
Irvine Valley College 2002 — 2004
Associate of Arts (A.A.), General Studies
paul barrera's American Funds Experience
Job Sr. Business Systems Analyst at American Funds
Industry Financial Services
Experience
American Funds
Skills
Process Improvement, SDLC, Vendor Management, Business Analysis, Project Management, Visio, Microsoft Office, Strategic Planning, Customer Service, Program Management
Education
Colorado Technical University 2000 — 2003
Master of Business Administration (M.B.A.), Project Management
American Funds
Skills
Process Improvement, SDLC, Vendor Management, Business Analysis, Project Management, Visio, Microsoft Office, Strategic Planning, Customer Service, Program Management
Education
Colorado Technical University 2000 — 2003
Master of Business Administration (M.B.A.), Project Management
Matt Eisenhardt's American Funds Experience June 2014 - Present
Job National Sales Manager Cross Channel at American Funds
Industry Financial Services
Experience
American Funds June 2014 - Present
BlackRock November 2009 - June 2014
BlackRock November 2009 - December 2011
Skills
Series 7, Series 63, Investments, ETFs, Alternative Investments, Separately Managed..., Mutual Funds, Uniform Combined State..., Asset Allocation, Series 24, Securities, Hedge Funds, Asset Managment, Strategic Financial..., Wealth Management
Education
Dickinson College 1986 — 1990
BA, History
American Funds June 2014 - Present
BlackRock November 2009 - June 2014
BlackRock November 2009 - December 2011
Skills
Series 7, Series 63, Investments, ETFs, Alternative Investments, Separately Managed..., Mutual Funds, Uniform Combined State..., Asset Allocation, Series 24, Securities, Hedge Funds, Asset Managment, Strategic Financial..., Wealth Management
Education
Dickinson College 1986 — 1990
BA, History
Kelly Ellrodt's American Funds Experience May 2006 - July 2010
Job Marketing and Proposal Coordinator at Taylor Engineering
Industry Marketing and Advertising
Experience
Taylor Engineering August 2011 - May 2014
American Funds May 2006 - July 2010
Skills
Employee Benefits, Mutual Funds, Sales, Financial Services, Customer Service, Relationship Management, Account Management, Retirement Planning, Marketing, Proposal Writing, Graphic Design
Education
Florida State College at Jacksonville 2010 — 2014
Registered Nursing/Registered Nurse, 3.85
Indiana University - Kelley School of Business 2000 — 2005
BS, Human Resources / Management
Taylor Engineering August 2011 - May 2014
American Funds May 2006 - July 2010
Skills
Employee Benefits, Mutual Funds, Sales, Financial Services, Customer Service, Relationship Management, Account Management, Retirement Planning, Marketing, Proposal Writing, Graphic Design
Education
Florida State College at Jacksonville 2010 — 2014
Registered Nursing/Registered Nurse, 3.85
Indiana University - Kelley School of Business 2000 — 2005
BS, Human Resources / Management
Darren Barker's American Funds Experience July 1990 - July 1996
Job CEO, ChefsCornerStore.com
Industry Internet
Experience
ChefsCornerStore.com July 2006 - Present
Investor Relations International January 2003 - December 2004
Integrated Corporate Relations January 2000 - December 2001
Wedbush Securities July 1996 - December 1999
American Funds July 1990 - July 1996
Skills
Customer Service, Strategic Planning, Microsoft Office, Marketing Strategy, Marketing, New Business Development, Email Marketing
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1996
Master of Business Administration (MBA), Finance and Financial Management Services
Cal State Fullerton 1988 — 1992
Bachelor of Arts (B.A.), Finance, General
ChefsCornerStore.com July 2006 - Present
Investor Relations International January 2003 - December 2004
Integrated Corporate Relations January 2000 - December 2001
Wedbush Securities July 1996 - December 1999
American Funds July 1990 - July 1996
Skills
Customer Service, Strategic Planning, Microsoft Office, Marketing Strategy, Marketing, New Business Development, Email Marketing
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1996
Master of Business Administration (MBA), Finance and Financial Management Services
Cal State Fullerton 1988 — 1992
Bachelor of Arts (B.A.), Finance, General
Karen Weinig's American Funds Experience July 2005 - Present
Job Team Manager at American Funds
Industry Financial Services
Experience
American Funds July 2005 - Present
American Funds October 1992 - July 2005
Education
The George Washington University 2007 — 2010
MA, Human Organizational Learning
Christopher Newport University 1998 — 2002
BS, Government Administration
American Funds July 2005 - Present
American Funds October 1992 - July 2005
Education
The George Washington University 2007 — 2010
MA, Human Organizational Learning
Christopher Newport University 1998 — 2002
BS, Government Administration
Kelly Acquistapace's American Funds Experience November 1997 - March 2003
Job Admin Asst at Mindshare Creative
Industry Marketing and Advertising
Experience
Mindshare Creative April 2005 - Present
RK Business Management 2003 - 2005
American Funds November 1997 - March 2003
Skills
Customer Service, Event Planning, Sales, Brand Development, Social Media, Direct Marketing, Microsoft Office, Advertising, Marketing Communications, PowerPoint, Creative Direction, Marketing, Event Management, Microsoft Excel
Education
Fullerton College 1994 — 1997
Liberal Arts
Mindshare Creative April 2005 - Present
RK Business Management 2003 - 2005
American Funds November 1997 - March 2003
Skills
Customer Service, Event Planning, Sales, Brand Development, Social Media, Direct Marketing, Microsoft Office, Advertising, Marketing Communications, PowerPoint, Creative Direction, Marketing, Event Management, Microsoft Excel
Education
Fullerton College 1994 — 1997
Liberal Arts
Bryan Padmore's American Funds Experience February 2002 - August 2006
Job Regulatory Compliance Analyst (Consultant) at Boston Portfolio Advisors, Inc.
Industry Financial Services
Experience
Boston Portfolio Advisors, Inc. January 2014 - Present
U.S. Small Business Administration January 2013 - July 2013
SolomonEdwardsGroup August 2012 - January 2013
JPMorgan Chase June 2011 - August 2012
American Home Mortgage Servicing Inc January 2009 - January 2011
Saxon Mortgage December 2007 - January 2009
Countrywide Home Loans June 2007 - December 2007
TD Ameritrade October 2006 - June 2007
American Funds February 2002 - August 2006
Century 21 Results September 1994 - August 2006
Skills
Loss Mitigation, Default, Mortgage Servicing, Call Center, Negotiation, Residential, Foreclosures, Loan Servicing, Residential Homes, Loans, FHA, Credit, Portfolio Management, Mortgage Lending, Risk Management, Residential Mortgages, HAMP, Refinance, Mortgage Banking, Bankruptcy, Financial Services, Underwriting, Credit Analysis, Loan Modifications, Real Estate, Due Diligence, Sales, Escrow, Title Insurance, Mortgage Underwriting, Loan Origination, Consumer Lending, Call Centers, Banking, Real Estate Financing, VA loans, USDA, VA Loans, Commercial Mortgages, CRM
Education
Cerritos College 1990 — 1992
Associates of Arts, Business - Marketing
Boston Portfolio Advisors, Inc. January 2014 - Present
U.S. Small Business Administration January 2013 - July 2013
SolomonEdwardsGroup August 2012 - January 2013
JPMorgan Chase June 2011 - August 2012
American Home Mortgage Servicing Inc January 2009 - January 2011
Saxon Mortgage December 2007 - January 2009
Countrywide Home Loans June 2007 - December 2007
TD Ameritrade October 2006 - June 2007
American Funds February 2002 - August 2006
Century 21 Results September 1994 - August 2006
Skills
Loss Mitigation, Default, Mortgage Servicing, Call Center, Negotiation, Residential, Foreclosures, Loan Servicing, Residential Homes, Loans, FHA, Credit, Portfolio Management, Mortgage Lending, Risk Management, Residential Mortgages, HAMP, Refinance, Mortgage Banking, Bankruptcy, Financial Services, Underwriting, Credit Analysis, Loan Modifications, Real Estate, Due Diligence, Sales, Escrow, Title Insurance, Mortgage Underwriting, Loan Origination, Consumer Lending, Call Centers, Banking, Real Estate Financing, VA loans, USDA, VA Loans, Commercial Mortgages, CRM
Education
Cerritos College 1990 — 1992
Associates of Arts, Business - Marketing
Danielle Guevara's American Funds Experience January 2004 - Present
Job Home Office Service Team Representative at American Funds
Industry Financial Services
Experience
American Funds January 2004 - Present
Skills
401k, Mutual Funds, FINRA, Retirement Planning, Investment Strategies, Strategic Financial..., Retirement, Portfolio Management, Equities, Financial Services, Alternative Investments, Investment Advisory, Fixed Income, Financial Advisory, Securities, IRAs, Investments, Wealth Management, Asset Allocation, Bonds, Uniform Combined State..., Series 63, Options, Relationship Management, Fixed Annuities, Life Insurance, 401k Rollovers, Estate Planning, Hedge Funds, Series 7, ETFs, Investment Management, Asset Management, Asset Managment, Series 24, Bloomberg, Variable Annuities
Education
California State University-Long Beach
BA, Psychology
American Funds January 2004 - Present
Skills
401k, Mutual Funds, FINRA, Retirement Planning, Investment Strategies, Strategic Financial..., Retirement, Portfolio Management, Equities, Financial Services, Alternative Investments, Investment Advisory, Fixed Income, Financial Advisory, Securities, IRAs, Investments, Wealth Management, Asset Allocation, Bonds, Uniform Combined State..., Series 63, Options, Relationship Management, Fixed Annuities, Life Insurance, 401k Rollovers, Estate Planning, Hedge Funds, Series 7, ETFs, Investment Management, Asset Management, Asset Managment, Series 24, Bloomberg, Variable Annuities
Education
California State University-Long Beach
BA, Psychology
Brendan Mahoney's American Funds Experience July 2000 - Present
Job Senior Vice President at American Funds
Industry Investment Management
Experience
American Funds July 2000 - Present
John Hancock Funds September 1992 - July 2000
Education
Dartmouth College 1987 — 1991
BA, History
Lincoln-Sudbury Regional High School 1984 — 1987
American Funds July 2000 - Present
John Hancock Funds September 1992 - July 2000
Education
Dartmouth College 1987 — 1991
BA, History
Lincoln-Sudbury Regional High School 1984 — 1987
Nicolette Gardner's American Funds Experience 1997 - 2001
Job President Canyon High School Education Foundation
Industry Executive Office
Experience
The Gardner Home January 2002 - Present
El Rancho Charter School PTSA June 2011 - June 2012
American Funds 1997 - 2001
Skills
Project Management, Leadership, Budgets, New Business Development, Microsoft Excel, Team Building, Strategic Planning, Marketing, Sales, Microsoft Office, Customer Service, Business Development, Team Leadership, Sales Management
Education
Cal State Fullerton
Business, Management Information Systems
The Gardner Home January 2002 - Present
El Rancho Charter School PTSA June 2011 - June 2012
American Funds 1997 - 2001
Skills
Project Management, Leadership, Budgets, New Business Development, Microsoft Excel, Team Building, Strategic Planning, Marketing, Sales, Microsoft Office, Customer Service, Business Development, Team Leadership, Sales Management
Education
Cal State Fullerton
Business, Management Information Systems
David Abzug's American Funds Experience 2012 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
American Funds 2012 - 2012
American Funds 1987 - 2012
Skills
Sales and Marketing, Management
Education
Case Western Reserve University 1965 — 1969
Bachelor's degree, Psychology
American Funds 2012 - 2012
American Funds 1987 - 2012
Skills
Sales and Marketing, Management
Education
Case Western Reserve University 1965 — 1969
Bachelor's degree, Psychology
Robert Gundry's American Funds Experience 2008 - 2011
Job Investment Management Professional
Industry Investment Management
Experience
American Funds 2008 - 2011
Chubb Insurance 2005 - 2008
Skills
Mutual Funds, Investments, Equities, Asset Management
Education
DeVry University Phoenix 1981 — 1983
Associate's degree, Electrical and Electronics Engineering, B+
American Funds 2008 - 2011
Chubb Insurance 2005 - 2008
Skills
Mutual Funds, Investments, Equities, Asset Management
Education
DeVry University Phoenix 1981 — 1983
Associate's degree, Electrical and Electronics Engineering, B+
MaryAnn Scarsone's American Funds Experience November 1991 - Present
Job Internal Sales Senior Manager at American Funds
Industry Investment Management
Experience
American Funds November 1991 - Present
Skills
Financial Services, Investments, Asset Management, Portfolio Management, Business Analysis, Alternative Investments, Equities, Mutual Funds, 401k, Fixed Income, Investment Advisory, Leadership, Wealth Management, Management, Strategic Planning, Relationship Management
Education
California State University-Fullerton 1983 — 1987
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services
American Funds November 1991 - Present
Skills
Financial Services, Investments, Asset Management, Portfolio Management, Business Analysis, Alternative Investments, Equities, Mutual Funds, 401k, Fixed Income, Investment Advisory, Leadership, Wealth Management, Management, Strategic Planning, Relationship Management
Education
California State University-Fullerton 1983 — 1987
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services
Leslie Crosby's American Funds Experience May 2005 - November 2008
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Edward Jones November 2008 - September 2013
American Funds May 2005 - November 2008
Education
Campbell University 1999 — 2004
Bachelor of Business Administration (BBA), Wills Estates and Trusts
Strayer University (VA) 2006 — 2008
Master of Business Administration (MBA), Human Resources Management and Services
Wells Fargo Advisors September 2013 - Present
Edward Jones November 2008 - September 2013
American Funds May 2005 - November 2008
Education
Campbell University 1999 — 2004
Bachelor of Business Administration (BBA), Wills Estates and Trusts
Strayer University (VA) 2006 — 2008
Master of Business Administration (MBA), Human Resources Management and Services
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY