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
Rhea Givens Rhea Givens's American Funds Experience October 2013 - Present
Job Shareholder Service Representative at American Funds
Industry Financial Services
Experience
American Funds October 2013 - Present
Liberty Mutual Insurance December 2012 - Present
Charles Schwab August 2012 - January 2013
State Farm Insurance June 2007 - August 2012
Skills
Property & Casualty..., Auto Claims, Property Damage, Casualty, AIC, Commercial Insurance, Homeowners, Liability, Umbrella Insurance, Legal Liability, General Insurance, Subrogation, Customer Service, Microsoft Office, Conflict Resolution, Communication Skills, Sales, Sales Management, Manage Client..., Customer Satisfaction, Problem Solving, Problem Analysis, Claims Handling
Education
Indiana University-Purdue University at Indianapolis 2012 — 2015
Still Studying, Finance and Financial Management Services
Indiana Wesleyan University 2009 — 2011
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
American Funds October 2013 - Present
Liberty Mutual Insurance December 2012 - Present
Charles Schwab August 2012 - January 2013
State Farm Insurance June 2007 - August 2012
Skills
Property & Casualty..., Auto Claims, Property Damage, Casualty, AIC, Commercial Insurance, Homeowners, Liability, Umbrella Insurance, Legal Liability, General Insurance, Subrogation, Customer Service, Microsoft Office, Conflict Resolution, Communication Skills, Sales, Sales Management, Manage Client..., Customer Satisfaction, Problem Solving, Problem Analysis, Claims Handling
Education
Indiana University-Purdue University at Indianapolis 2012 — 2015
Still Studying, Finance and Financial Management Services
Indiana Wesleyan University 2009 — 2011
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Elaine Farrell's American Funds Experience June 1993 - July 1998
Job Sr Manager, Learning & Development at ServiceSource
Industry Internet
Experience
ServiceSource June 2012 - Present
OppenheimerFunds April 2007 - June 2012
Royal Bank of Scotland 2003 - 2006
Scottish Widows 1998 - 2002
American Funds June 1993 - July 1998
Capital Group March 1990 - June 1993
Skills
Organizational..., Coaching, Performance Management, Leadership Development, Training & Development, Consulting, Program Facilitation, Curriculum Design, Employee Training, Workshop Facilitation, Talent Management, Change Management, Succession Planning, Employee Engagement, Team Building, Training, Leadership, Management, Organizational..., Talent Acquisition, Executive Coaching, Onboarding, Organizational Design, Workforce Planning, Training Delivery, Employee Relations, Interviews, Human Resources, Recruiting, Personnel Management
Education
Indiana Wesleyan University 1995 — 1997
MS, Business Management
University of Colorado Boulder
BA, Communication
ServiceSource June 2012 - Present
OppenheimerFunds April 2007 - June 2012
Royal Bank of Scotland 2003 - 2006
Scottish Widows 1998 - 2002
American Funds June 1993 - July 1998
Capital Group March 1990 - June 1993
Skills
Organizational..., Coaching, Performance Management, Leadership Development, Training & Development, Consulting, Program Facilitation, Curriculum Design, Employee Training, Workshop Facilitation, Talent Management, Change Management, Succession Planning, Employee Engagement, Team Building, Training, Leadership, Management, Organizational..., Talent Acquisition, Executive Coaching, Onboarding, Organizational Design, Workforce Planning, Training Delivery, Employee Relations, Interviews, Human Resources, Recruiting, Personnel Management
Education
Indiana Wesleyan University 1995 — 1997
MS, Business Management
University of Colorado Boulder
BA, Communication
Carrie Canfield Chin Carrie Canfield Chin's American Funds Experience August 2006 - July 2008
Job Sr. Coordinator, Training Operations at Sikich
Industry Higher Education
Experience
Sikich August 2014 - Present
Kaplan University May 2011 - August 2014
Kaplan University August 2010 - May 2011
Author Solutions, Inc January 2009 - April 2010
Farmers Insurance Group January 2008 - April 2009
American Funds August 2006 - July 2008
Indiana University Human Resources August 2004 - August 2006
Indiana University Bursar's Office January 2001 - January 2004
Personnel Management Incorporated January 2000 - January 2001
Cintas - The Uniform People January 1999 - January 2000
Skills
Customer Service, Recruiting, Resume Writing, Human Resources, Public Speaking, Coaching, Training, Nonprofits, Management, Interviews, Team Building, Leadership, Problem Solving, Marketing, Sales, Outlook, Time Management, Fundraising, Staff Development, Data Entry, Project Management, PowerPoint, Leadership Development, Employee Relations, Teamwork, Policy, Cold Calling, Conflict Resolution, Higher Education, Social Networking, Onboarding, Research
Education
Kaplan University 2011 — 2014
MPA - 2/18/2014, Masters Public Administration, 3.64
Indiana University
Bachelor of Arts, Communication and Culture
University of Southern Indiana
Sikich August 2014 - Present
Kaplan University May 2011 - August 2014
Kaplan University August 2010 - May 2011
Author Solutions, Inc January 2009 - April 2010
Farmers Insurance Group January 2008 - April 2009
American Funds August 2006 - July 2008
Indiana University Human Resources August 2004 - August 2006
Indiana University Bursar's Office January 2001 - January 2004
Personnel Management Incorporated January 2000 - January 2001
Cintas - The Uniform People January 1999 - January 2000
Skills
Customer Service, Recruiting, Resume Writing, Human Resources, Public Speaking, Coaching, Training, Nonprofits, Management, Interviews, Team Building, Leadership, Problem Solving, Marketing, Sales, Outlook, Time Management, Fundraising, Staff Development, Data Entry, Project Management, PowerPoint, Leadership Development, Employee Relations, Teamwork, Policy, Cold Calling, Conflict Resolution, Higher Education, Social Networking, Onboarding, Research
Education
Kaplan University 2011 — 2014
MPA - 2/18/2014, Masters Public Administration, 3.64
Indiana University
Bachelor of Arts, Communication and Culture
University of Southern Indiana
Jessica Hooyenga's American Funds Experience July 2013 - Present
Job Divisional Wholesaler at American Funds
Industry Financial Services
Experience
American Funds July 2013 - Present
American Funds October 2010 - July 2013
American Funds July 2007 - October 2010
American Funds July 2006 - July 2007
Monroe Bank May 2004 - July 2006
Skills
Finance, Investments, Mutual Funds
Education
Indiana Wesleyan University 2008 — 2010
MBA, Accounting
Indiana University Bloomington 2002 — 2006
Public Financial Management, Economics, Finance, Accounting
American Funds July 2013 - Present
American Funds October 2010 - July 2013
American Funds July 2007 - October 2010
American Funds July 2006 - July 2007
Monroe Bank May 2004 - July 2006
Skills
Finance, Investments, Mutual Funds
Education
Indiana Wesleyan University 2008 — 2010
MBA, Accounting
Indiana University Bloomington 2002 — 2006
Public Financial Management, Economics, Finance, Accounting
Derek Vorndran's American Funds Experience May 2015 - Present
Job Implementation Coordinator at American Funds and In Store Recordings Owner
Industry Marketing and Advertising
Experience
American Funds May 2015 - Present
In Store Recordings February 2013 - Present
American Funds April 2011 - December 2014
the-instore.com March 2011 - March 2014
Wells Fargo Advisors July 2010 - March 2011
Army National Guard October 2002 - October 2010
Rose Hulman Inst. Of Technology May 2009 - November 2009
Skills
Social Media Marketing, Marketing, Event Management, Event Planning, Blogging, Blog Marketing, Wordpress, Email Marketing
Education
Indiana State University 2005 — 2010
Bachelor of Science, Marketing Major
Indiana State University 2005 — 2010
Bachelor's degree, Marketing
American Funds May 2015 - Present
In Store Recordings February 2013 - Present
American Funds April 2011 - December 2014
the-instore.com March 2011 - March 2014
Wells Fargo Advisors July 2010 - March 2011
Army National Guard October 2002 - October 2010
Rose Hulman Inst. Of Technology May 2009 - November 2009
Skills
Social Media Marketing, Marketing, Event Management, Event Planning, Blogging, Blog Marketing, Wordpress, Email Marketing
Education
Indiana State University 2005 — 2010
Bachelor of Science, Marketing Major
Indiana State University 2005 — 2010
Bachelor's degree, Marketing
Ben Kemper Ben Kemper's American Funds Experience 1993 - 2003
Job Principal Analyst, Human Resources at County of Los Angeles, Department of Human Resources
Industry Human Resources
Experience
County of Los Angeles, Department of Human Resources June 2010 - Present
The Magic of Ben Kemper May 2005 - Present
Buck Consultants October 2007 - November 2009
Kemper Strategy Consulting September 2003 - October 2007
American Funds 1993 - 2003
Morgan Stanley 1991 - 1992
Skills
Employee Benefits, Change Management, Human Resources, Management, Benefits Administration, Close-Up Magic, Attitudes, Restaurants, Internal Communications, Magicians, Customer Service, Organizational..., Employee Communication, Affordable Care Act, Call Center Management, Employee Attitude..., Parlor or Stand-Up Magic, Strolling Magic, Restaurant Magic, Benefits Consulting, Human Capital..., Customer Service..., Editing, Public Speaking, Strategic Communications, Social Media, Employee Engagement, Fundraising, Budgets, Interviews, Leadership Development, Training, Sales
Education
University of California, Berkeley 1987 — 1989
BA, Philosophy
Los Angeles City College 1985 — 1987
None, Journalism and Philosophy
Ryokan College 2004 — 2005
MA, Psychology
New York University 1989 — 1991
MA (completed coursework), History
County of Los Angeles, Department of Human Resources June 2010 - Present
The Magic of Ben Kemper May 2005 - Present
Buck Consultants October 2007 - November 2009
Kemper Strategy Consulting September 2003 - October 2007
American Funds 1993 - 2003
Morgan Stanley 1991 - 1992
Skills
Employee Benefits, Change Management, Human Resources, Management, Benefits Administration, Close-Up Magic, Attitudes, Restaurants, Internal Communications, Magicians, Customer Service, Organizational..., Employee Communication, Affordable Care Act, Call Center Management, Employee Attitude..., Parlor or Stand-Up Magic, Strolling Magic, Restaurant Magic, Benefits Consulting, Human Capital..., Customer Service..., Editing, Public Speaking, Strategic Communications, Social Media, Employee Engagement, Fundraising, Budgets, Interviews, Leadership Development, Training, Sales
Education
University of California, Berkeley 1987 — 1989
BA, Philosophy
Los Angeles City College 1985 — 1987
None, Journalism and Philosophy
Ryokan College 2004 — 2005
MA, Psychology
New York University 1989 — 1991
MA (completed coursework), History
Julia (Juli) Johnson's American Funds Experience July 1998 - April 2000
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2011 - Present
Edward Jones July 2007 - May 2011
Edward Jones November 2004 - July 2007
SIHO April 2000 - August 2004
American Funds July 1998 - April 2000
Edward Jones July 1984 - July 1998
Skills
Customer Service, Training, Team Building, Management, Public Speaking, Relationship Management, Sales, Coaching, Event Planning, Employee Training, Business Travel, Leadership, Training Delivery, Personnel Management, Employee Relations, Hiring, Recruiting
Education
Indiana University Bloomington
Edward Jones May 2011 - Present
Edward Jones July 2007 - May 2011
Edward Jones November 2004 - July 2007
SIHO April 2000 - August 2004
American Funds July 1998 - April 2000
Edward Jones July 1984 - July 1998
Skills
Customer Service, Training, Team Building, Management, Public Speaking, Relationship Management, Sales, Coaching, Event Planning, Employee Training, Business Travel, Leadership, Training Delivery, Personnel Management, Employee Relations, Hiring, Recruiting
Education
Indiana University Bloomington
Kevin Betts Kevin Betts's American Funds Experience May 2015 - Present
Job Internal wholesaler at American Funds
Industry Financial Services
Experience
American Funds May 2015 - Present
BNY Mellon June 2014 - May 2015
UBS October 2012 - May 2014
Merrill Lynch February 2011 - September 2012
Skills
Investments, Mutual Funds, Series 7, Equities, Fixed Income, Asset Management, Asset Allocation, Portfolio Management, Securities
Education
Manhattan College
Bachelor of Arts, Economics
American Funds May 2015 - Present
BNY Mellon June 2014 - May 2015
UBS October 2012 - May 2014
Merrill Lynch February 2011 - September 2012
Skills
Investments, Mutual Funds, Series 7, Equities, Fixed Income, Asset Management, Asset Allocation, Portfolio Management, Securities
Education
Manhattan College
Bachelor of Arts, Economics
Rebecca Landeros Rebecca Landeros's American Funds Experience December 2007 - July 2009
Job Project Coordinator
Industry Hospital & Health Care
Experience
PeaceHealth October 2014 - Present
PeaceHealth April 2011 - June 2014
OfficeTeam June 2010 - April 2011
Stand for Children April 2010 - July 2010
American Funds December 2007 - July 2009
Capital Group Companies September 2006 - December 2007
Skills
Administrative..., Office Management, Event Planning, Outlook, Microsoft Office, PowerPoint, Public Speaking, Research, Microsoft Excel, Non-profits, Customer Service, Microsoft Word, Fundraising, Data Entry, Community Outreach, Social Media, Editing, Telephone Skills, Access, System Administration, Event Management, Time Management, Healthcare, Leadership, Data Analysis, Social Networking, Teamwork, Nonprofits, Administrative...
Education
Lane Community College
International Relations and Affairs
Los Angeles City College
Political Science, Anthropology
Los Angeles Trade Technical College
Metalworking
Portland Community College
Associate of Arts Oregon Transfer
Portland Community College
Metalworking
PeaceHealth October 2014 - Present
PeaceHealth April 2011 - June 2014
OfficeTeam June 2010 - April 2011
Stand for Children April 2010 - July 2010
American Funds December 2007 - July 2009
Capital Group Companies September 2006 - December 2007
Skills
Administrative..., Office Management, Event Planning, Outlook, Microsoft Office, PowerPoint, Public Speaking, Research, Microsoft Excel, Non-profits, Customer Service, Microsoft Word, Fundraising, Data Entry, Community Outreach, Social Media, Editing, Telephone Skills, Access, System Administration, Event Management, Time Management, Healthcare, Leadership, Data Analysis, Social Networking, Teamwork, Nonprofits, Administrative...
Education
Lane Community College
International Relations and Affairs
Los Angeles City College
Political Science, Anthropology
Los Angeles Trade Technical College
Metalworking
Portland Community College
Associate of Arts Oregon Transfer
Portland Community College
Metalworking
Heidi Michael's American Funds Experience June 2014 - Present
Job American Funds
Industry Financial Services
Experience
American Funds June 2014 - Present
Langley Federal Credit Union October 2013 - April 2014
Lafayette Gun Club July 2013 - October 2013
Hibbett Sporting Goods October 2012 - April 2013
Victoria's Secret May 2009 - October 2012
RMH May 2012 - August 2012
Skills
Retail Sales, Visual Merchandising, Store Management, Retail, Sales, Inventory Management, People Skills, Customer Service, Data Entry, Finance, Merchandising, Loss Prevention, Cashiering, Merchandise Planning, Driving Results, New Store Openings, Profit, New Store Development, Inventory Control, Cash Register, POS, Associate Development, Highly detail oriented, Retail Sales Experience
Education
Longwood University 2009 — 2013
Bachelor's degree, Kinesiology and Exercise Science
American Funds June 2014 - Present
Langley Federal Credit Union October 2013 - April 2014
Lafayette Gun Club July 2013 - October 2013
Hibbett Sporting Goods October 2012 - April 2013
Victoria's Secret May 2009 - October 2012
RMH May 2012 - August 2012
Skills
Retail Sales, Visual Merchandising, Store Management, Retail, Sales, Inventory Management, People Skills, Customer Service, Data Entry, Finance, Merchandising, Loss Prevention, Cashiering, Merchandise Planning, Driving Results, New Store Openings, Profit, New Store Development, Inventory Control, Cash Register, POS, Associate Development, Highly detail oriented, Retail Sales Experience
Education
Longwood University 2009 — 2013
Bachelor's degree, Kinesiology and Exercise Science
Jerry Waldron Jerry Waldron's American Funds Experience March 2005 - June 2010
Job Regional Pension Consultant
Industry Financial Services
Experience
Retail January 2015 - Present
Farmer & Betts February 2014 - 2014
Benetech, Inc. June 2011 - June 2012
Loren D. Stark July 2010 - January 2011
American Funds March 2005 - June 2010
ADP January 2000 - March 2005
Morgan Stanley Smith Barney 1998 - 1999
Van Kampen Funds 1990 - 1998
Skills
401k, Pensions, Retirement Planning, Insurance, Retirement, Investments, Retirement Plan..., Financial Services
Education
Houston Baptist University 1983 — 1986
Business
Texas State University 1983 — 1986
Business, Marketing
Dulles High School 1979 — 1982
Retail January 2015 - Present
Farmer & Betts February 2014 - 2014
Benetech, Inc. June 2011 - June 2012
Loren D. Stark July 2010 - January 2011
American Funds March 2005 - June 2010
ADP January 2000 - March 2005
Morgan Stanley Smith Barney 1998 - 1999
Van Kampen Funds 1990 - 1998
Skills
401k, Pensions, Retirement Planning, Insurance, Retirement, Investments, Retirement Plan..., Financial Services
Education
Houston Baptist University 1983 — 1986
Business
Texas State University 1983 — 1986
Business, Marketing
Dulles High School 1979 — 1982
David Gresham David Gresham's American Funds Experience April 2011 - Present
Job Relationship Manager at American Funds
Industry Investment Management
Experience
American Funds April 2011 - Present
American Funds August 2007 - April 2011
American Funds May 2003 - August 2007
Edward Jones August 1999 - April 2003
Skills
Asset Management, Asset Allocation, Investments, Mutual Funds, Series 63, Series 7, Retirement Planning, 401k, Equities, Retirement, Alternative Investments, Financial Services, Investment Advisory, Wealth Management
Education
Texas A&M University 1996 — 1999
BBA, Finance
Mclennan Community College 1995 — 1996
BBA, Business
American Funds April 2011 - Present
American Funds August 2007 - April 2011
American Funds May 2003 - August 2007
Edward Jones August 1999 - April 2003
Skills
Asset Management, Asset Allocation, Investments, Mutual Funds, Series 63, Series 7, Retirement Planning, 401k, Equities, Retirement, Alternative Investments, Financial Services, Investment Advisory, Wealth Management
Education
Texas A&M University 1996 — 1999
BBA, Finance
Mclennan Community College 1995 — 1996
BBA, Business
Rosalie Lonzon, PHR, SHRM-CP, FPC Rosalie Lonzon, PHR, SHRM-CP, FPC's American Funds Experience May 2007 - August 2007
Job Strategic Human Resource Business Partner
Industry Human Resources
Experience
ADP August 2014 - Present
ADP March 2013 - August 2014
Titan America January 2011 - March 2013
American Woodmark April 2010 - January 2011
American Woodmark September 2008 - January 2011
Association of Small Business Development Centers 2007 - 2008
American Funds May 2007 - August 2007
Skills
Employee Relations, Organizational..., Team Building, Leadership Development, Microsoft Office, Public Speaking, PowerPoint, Outlook, Word, Excel, Microsoft Word, Microsoft Excel, College Recruiting, Customer Service, Human Resources, Interviews, Performance Management, Personnel Management, Process Improvement, Recruiting, SharePoint, Succession Planning, Training, Budgets, New Hire Orientations, Management, Talent Management, Talent Acquisition, Leadership, Payroll, Employee Benefits, Screening, Onboarding, HRIS, ADP Payroll, Performance Appraisal, Sourcing, Benefits Administration, Employee Training, HR Policies, Coaching, Employee Engagement, HR Consulting, Strategic Planning, Change Management, Hiring
Education
James Madison University 2004 — 2008
Bachelor of Business Administration, Human Resource Management, Marketing (B2B)
Northeastern University
Master of Business Administration (M.B.A.), In Progress, Anticipated 2016
ADP August 2014 - Present
ADP March 2013 - August 2014
Titan America January 2011 - March 2013
American Woodmark April 2010 - January 2011
American Woodmark September 2008 - January 2011
Association of Small Business Development Centers 2007 - 2008
American Funds May 2007 - August 2007
Skills
Employee Relations, Organizational..., Team Building, Leadership Development, Microsoft Office, Public Speaking, PowerPoint, Outlook, Word, Excel, Microsoft Word, Microsoft Excel, College Recruiting, Customer Service, Human Resources, Interviews, Performance Management, Personnel Management, Process Improvement, Recruiting, SharePoint, Succession Planning, Training, Budgets, New Hire Orientations, Management, Talent Management, Talent Acquisition, Leadership, Payroll, Employee Benefits, Screening, Onboarding, HRIS, ADP Payroll, Performance Appraisal, Sourcing, Benefits Administration, Employee Training, HR Policies, Coaching, Employee Engagement, HR Consulting, Strategic Planning, Change Management, Hiring
Education
James Madison University 2004 — 2008
Bachelor of Business Administration, Human Resource Management, Marketing (B2B)
Northeastern University
Master of Business Administration (M.B.A.), In Progress, Anticipated 2016
Tara Diemer Tara Diemer's American Funds Experience 1997 - 1999
Job The Salvation Army, Behavioral Health, Family and Community Services
Industry Individual & Family Services
Experience
The Salvation Army 2013 - Present
Girl Scouts Spirit of Nebraska August 2013 - Present
CEO Diemer Household 2001 - Present
AFOWC Thrift Shop 2011 - 2011
Self Employed Cleaning Solutions 2000 - 2009
American Funds 1997 - 1999
Skills
Social Sciences, Family Services, Social Services, Team Management, Non-profit..., Project Coordination, Financial Goals, financial counseling, Classroom Delivery, Case Work, Train the Trainer, Train the Trainer..., Special Events..., Simple Plans, Rollovers, Store Management, Retail, 403 b, Profit Sharing, Marketing, Leadership Development, Leadership, Training, Event Planning, Public Speaking
Education
Iowa State University 1992 — 1996
Bachelor of Science (BS), Family and Consumer Sciences/Human Sciences
Lincoln High School 1988 — 1992
Lincoln High School
Lincoln High School
The Salvation Army 2013 - Present
Girl Scouts Spirit of Nebraska August 2013 - Present
CEO Diemer Household 2001 - Present
AFOWC Thrift Shop 2011 - 2011
Self Employed Cleaning Solutions 2000 - 2009
American Funds 1997 - 1999
Skills
Social Sciences, Family Services, Social Services, Team Management, Non-profit..., Project Coordination, Financial Goals, financial counseling, Classroom Delivery, Case Work, Train the Trainer, Train the Trainer..., Special Events..., Simple Plans, Rollovers, Store Management, Retail, 403 b, Profit Sharing, Marketing, Leadership Development, Leadership, Training, Event Planning, Public Speaking
Education
Iowa State University 1992 — 1996
Bachelor of Science (BS), Family and Consumer Sciences/Human Sciences
Lincoln High School 1988 — 1992
Lincoln High School
Lincoln High School
Cassie Bjork Cassie Bjork's American Funds Experience July 2008 - Present
Job Adviser Marketing Representative at American Funds
Industry Financial Services
Experience
American Funds July 2008 - Present
Hornblower Cruises & Events May 2007 - March 2008
Ameriprise Financial Services, Inc. October 2006 - April 2007
Skills
Event Planning, Social Media, Event Management, Marketing, Facebook, Marketing Communications, Customer Service, Microsoft Excel, Fundraising, Public Speaking, Microsoft Office, New Business Development, Communication Skills, Salesforce.com, Sales, PowerPoint, Critical Thinking, Problem Solving, Follow-through Skills, Outlook
Education
Loyola Marymount University 2003 — 2007
Bachelor of Arts, Political Science
American Funds July 2008 - Present
Hornblower Cruises & Events May 2007 - March 2008
Ameriprise Financial Services, Inc. October 2006 - April 2007
Skills
Event Planning, Social Media, Event Management, Marketing, Facebook, Marketing Communications, Customer Service, Microsoft Excel, Fundraising, Public Speaking, Microsoft Office, New Business Development, Communication Skills, Salesforce.com, Sales, PowerPoint, Critical Thinking, Problem Solving, Follow-through Skills, Outlook
Education
Loyola Marymount University 2003 — 2007
Bachelor of Arts, Political Science
Rachele Moore's American Funds Experience June 2003 - March 2007
Job Marketing Programs Manager at Sunbelt Rentals
Industry Marketing and Advertising
Experience
Sunbelt Rentals October 2011 - Present
Australian Gold LLC December 2008 - August 2011
Financial Partners Group April 2007 - December 2008
American Funds June 2003 - March 2007
Skills
Marketing Strategy, Account Management, New Business Development, Marketing, Sales, Strategic Planning, Email Marketing, Sales Process, Marketing Communications, Social Media Marketing, B2B, Sales Management, Business Development, Lead Generation, Product Marketing, Salesforce.com
Education
Indiana University - Kelley School of Business 1998 — 2002
Marketing
Sunbelt Rentals October 2011 - Present
Australian Gold LLC December 2008 - August 2011
Financial Partners Group April 2007 - December 2008
American Funds June 2003 - March 2007
Skills
Marketing Strategy, Account Management, New Business Development, Marketing, Sales, Strategic Planning, Email Marketing, Sales Process, Marketing Communications, Social Media Marketing, B2B, Sales Management, Business Development, Lead Generation, Product Marketing, Salesforce.com
Education
Indiana University - Kelley School of Business 1998 — 2002
Marketing
Heather Brandt Heather Brandt's American Funds Experience January 2007 - March 2013
Job Personal Chef and Health Coach at Homemade Reservations
Industry Investment Management
Experience
Homemade Reservations October 2014 - Present
Oliver Winery July 2013 - August 2014
American Funds January 2007 - March 2013
NCAA October 2006 - January 2007
Urban Euphoria August 2006 - October 2006
Spa Chakra Alliance April 2006 - August 2006
Geneva Insurance May 2003 - April 2006
Skills
Insurance, Mutual Funds, Microsoft Excel, Outlook, PowerPoint, Sales, Microsoft Word, Investments, Marketing, Time Management, Leadership, Financial Analysis, Employee Benefits, Lotus Notes
Education
Indiana University Bloomington 2013 — 2015
Nutrition Science
Institute for Integrative Nutrition 2013 — 2014
Health Coach
Ivy Tech Community College 2009 — 2013
General Studies
Homemade Reservations October 2014 - Present
Oliver Winery July 2013 - August 2014
American Funds January 2007 - March 2013
NCAA October 2006 - January 2007
Urban Euphoria August 2006 - October 2006
Spa Chakra Alliance April 2006 - August 2006
Geneva Insurance May 2003 - April 2006
Skills
Insurance, Mutual Funds, Microsoft Excel, Outlook, PowerPoint, Sales, Microsoft Word, Investments, Marketing, Time Management, Leadership, Financial Analysis, Employee Benefits, Lotus Notes
Education
Indiana University Bloomington 2013 — 2015
Nutrition Science
Institute for Integrative Nutrition 2013 — 2014
Health Coach
Ivy Tech Community College 2009 — 2013
General Studies
Lori Hilton-White's American Funds Experience November 2007 - December 2011
Job Vice President, Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management December 2011 - January 2015
American Funds November 2007 - December 2011
American Funds August 2002 - November 2007
Natcity Investments Inc February 1996 - August 2002
Skills
Series 24, Series 7, Mutual Funds, Fixed Income, ETFs, 529 Plans, 401k, Investment Management, Consultative Sales..., Wealth Management, Client Advisor, Asset Allocation, Presentation Skills, Relationship Management, Economic Knowledge, Strategic Financial..., Competitive Positioning, Competitive Knowledge, Retirement Planning, Investment Strategies, Fiduciary, Sales Management, Fixed Income Strategies, Alternative Investments, Asset Management, Investment Advisory, Separately Managed..., Equities, Series 63
Education
Indiana University Bloomington
Bachelor of Science, Finance and Economics
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management December 2011 - January 2015
American Funds November 2007 - December 2011
American Funds August 2002 - November 2007
Natcity Investments Inc February 1996 - August 2002
Skills
Series 24, Series 7, Mutual Funds, Fixed Income, ETFs, 529 Plans, 401k, Investment Management, Consultative Sales..., Wealth Management, Client Advisor, Asset Allocation, Presentation Skills, Relationship Management, Economic Knowledge, Strategic Financial..., Competitive Positioning, Competitive Knowledge, Retirement Planning, Investment Strategies, Fiduciary, Sales Management, Fixed Income Strategies, Alternative Investments, Asset Management, Investment Advisory, Separately Managed..., Equities, Series 63
Education
Indiana University Bloomington
Bachelor of Science, Finance and Economics
Jackson Petefish's American Funds Experience 2004 - 2007
Job Retirement Education Consultant at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial September 2014 - Present
J.P. Morgan October 2013 - September 2014
OneAmerica March 2011 - August 2012
John Hancock Life Insurance Company (U.S.A.) August 2010 - February 2011
Great-West Retirement Services July 2009 - August 2010
Curian Capital 2008 - 2009
American Funds 2004 - 2007
Skills
Series 6, Series 63, 401k, Mutual Funds, Series 7, Retirement, Defined Contribution, Qualified Retirement..., Retirement Planning, Defined Benefit, Asset Allocation, Pensions
Education
Indiana University-Purdue University at Indianapolis 1999 — 2002
Great-West Financial September 2014 - Present
J.P. Morgan October 2013 - September 2014
OneAmerica March 2011 - August 2012
John Hancock Life Insurance Company (U.S.A.) August 2010 - February 2011
Great-West Retirement Services July 2009 - August 2010
Curian Capital 2008 - 2009
American Funds 2004 - 2007
Skills
Series 6, Series 63, 401k, Mutual Funds, Series 7, Retirement, Defined Contribution, Qualified Retirement..., Retirement Planning, Defined Benefit, Asset Allocation, Pensions
Education
Indiana University-Purdue University at Indianapolis 1999 — 2002
Eric Prusinski Eric Prusinski's American Funds Experience October 2014 - Present
Job Client Services Representative at American Funds from Capital Group
Industry Investment Management
Experience
Capital Group October 2014 - Present
American Funds October 2014 - Present
Hurlow Wealth Management Group, Inc. May 2013 - April 2014
VF Corporation May 2012 - August 2012
Skills
Financial Analysis, Teamwork, Accounting, Real Estate, Investment Management, Communication, Networking, Entrepreneurship
Education
Indiana University Bloomington 2011 — 2014
Bachelor of Science (BS), Public Financial Management
Indiana University - Kelley School of Business 2011 — 2014
Minor, Entrepreneurship and Small Business Management
King's College London, U. of London
Overseas Education Scholarship Award
Brebeuf Jesuit Preparatory School 2007 — 2011
Capital Group October 2014 - Present
American Funds October 2014 - Present
Hurlow Wealth Management Group, Inc. May 2013 - April 2014
VF Corporation May 2012 - August 2012
Skills
Financial Analysis, Teamwork, Accounting, Real Estate, Investment Management, Communication, Networking, Entrepreneurship
Education
Indiana University Bloomington 2011 — 2014
Bachelor of Science (BS), Public Financial Management
Indiana University - Kelley School of Business 2011 — 2014
Minor, Entrepreneurship and Small Business Management
King's College London, U. of London
Overseas Education Scholarship Award
Brebeuf Jesuit Preparatory School 2007 — 2011
Brian Grissom's American Funds Experience April 2005 - August 2011
Job Account Specialist at MOBI Wireless Management
Industry Photography
Experience
MOBI Wireless Management January 2015 - Present
Rogue Art Photography 2006 - Present
St. Vincent Stress Center August 2013 - January 2015
Starbucks August 2011 - August 2013
American Funds April 2005 - August 2011
Skills
Photographers, Creative Work, Customer Service, Photoshop, Lightroom, Close Attention to..., Creative Direction, Photojournalism, Wedding Photojournalism, Adobe Creative Suite, Editorial, Graphic Design, Photography, Blogging
Education
Indiana University-Purdue University at Indianapolis 2001 — 2005
Bachelor of Arts (B.A.), History, 3.46
MOBI Wireless Management January 2015 - Present
Rogue Art Photography 2006 - Present
St. Vincent Stress Center August 2013 - January 2015
Starbucks August 2011 - August 2013
American Funds April 2005 - August 2011
Skills
Photographers, Creative Work, Customer Service, Photoshop, Lightroom, Close Attention to..., Creative Direction, Photojournalism, Wedding Photojournalism, Adobe Creative Suite, Editorial, Graphic Design, Photography, Blogging
Education
Indiana University-Purdue University at Indianapolis 2001 — 2005
Bachelor of Arts (B.A.), History, 3.46
Jen Hackmann's American Funds Experience September 1998 - February 2000
Job Registered Client Service Manager & Paraplanner at Center for Financial Planning
Industry Financial Services
Experience
Center for Financial Planning, Inc. March 2000 - Present
Center for Financial Planning March 2000 - Present
American Funds September 1998 - February 2000
Skills
Financial Advisory, Wealth Management, Strategic Financial..., Investment Advisory, Financial Planning, Portfolio Management, Asset Managment, Financial Services, Asset Management, Series 63
Education
Indiana University Bloomington 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
Center for Financial Planning, Inc. March 2000 - Present
Center for Financial Planning March 2000 - Present
American Funds September 1998 - February 2000
Skills
Financial Advisory, Wealth Management, Strategic Financial..., Investment Advisory, Financial Planning, Portfolio Management, Asset Managment, Financial Services, Asset Management, Series 63
Education
Indiana University Bloomington 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
Deirdre Cooke Deirdre Cooke's American Funds Experience July 1993 - December 1995
Job Experienced Administrative Professional. Volunteer Publicity Coordinator for NonProfit
Industry Health, Wellness and Fitness
Experience
Engage Global, Inc. December 2014 - Present
Independent Contractor January 2012 - Present
Excellent Virtual Office Services November 2008 - December 2014
Mary Kay Cosmetics December 1997 - December 2007
American Funds July 1993 - December 1995
Southeastern Psychological Services March 1992 - May 1993
Curtis 1000 May 1990 - December 1991
Skills
Customer Service, Desktop Publishing, Direct Sales, Adminstrative Assistant, Flyers, Brochures, Newsletters, Microsoft Publisher, Microsoft Office, Microsoft Word, Photoshop, Word Processing, Graphic Design, Research, Advertising, Web Design, QuickBooks, Small Business, Nonprofits, Resume Typing, Administrative..., Training, Fundraising, Invoicing, Marketing, Sales, Accounts Receivable, Accounts Payable, Program Management, Social Networking, Team Building
Education
Kennesaw State University 1985 — 1990
Bachelor of Business Administration
Penn Foster Career School 2005 — 2006
Career Diploma
Engage Global, Inc. December 2014 - Present
Independent Contractor January 2012 - Present
Excellent Virtual Office Services November 2008 - December 2014
Mary Kay Cosmetics December 1997 - December 2007
American Funds July 1993 - December 1995
Southeastern Psychological Services March 1992 - May 1993
Curtis 1000 May 1990 - December 1991
Skills
Customer Service, Desktop Publishing, Direct Sales, Adminstrative Assistant, Flyers, Brochures, Newsletters, Microsoft Publisher, Microsoft Office, Microsoft Word, Photoshop, Word Processing, Graphic Design, Research, Advertising, Web Design, QuickBooks, Small Business, Nonprofits, Resume Typing, Administrative..., Training, Fundraising, Invoicing, Marketing, Sales, Accounts Receivable, Accounts Payable, Program Management, Social Networking, Team Building
Education
Kennesaw State University 1985 — 1990
Bachelor of Business Administration
Penn Foster Career School 2005 — 2006
Career Diploma
Tamiko Crayton's American Funds Experience June 1999 - July 2009
Job Experienced Learning & Development Professional
Industry Professional Training & Coaching
Experience
Cummins Inc. July 2014 - Present
MISO December 2012 - July 2014
Xerox Services September 2009 - November 2012
American Funds June 1999 - July 2009
Capital Group/American Funds 1994 - 2009
American Funds June 1998 - June 1999
American Funds June 1996 - June 1998
American Funds July 1994 - June 1996
Skills
Leadership Development, Training Facilitation, Coaching, Project Coordination, Program Management, Talent Developer, Organizational..., Course Management, Management Consulting, Event Management, Fundraising, Leadership, Training Delivery, Talent Management, Workshop Facilitation, Onboarding, Performance Management, Organizational Learning, Public Speaking, Team Leadership, Management Development, Performance Consulting, Human Resources, Instructional Design, Interviews, Management, Analysis, Strategic Planning, Team Building, Training, Mentoring, Staff Development, Strategy
Education
Indiana Wesleyan University 2005 — 2007
MS
University of Indianapolis 1986 — 1990
BS
Cummins Inc. July 2014 - Present
MISO December 2012 - July 2014
Xerox Services September 2009 - November 2012
American Funds June 1999 - July 2009
Capital Group/American Funds 1994 - 2009
American Funds June 1998 - June 1999
American Funds June 1996 - June 1998
American Funds July 1994 - June 1996
Skills
Leadership Development, Training Facilitation, Coaching, Project Coordination, Program Management, Talent Developer, Organizational..., Course Management, Management Consulting, Event Management, Fundraising, Leadership, Training Delivery, Talent Management, Workshop Facilitation, Onboarding, Performance Management, Organizational Learning, Public Speaking, Team Leadership, Management Development, Performance Consulting, Human Resources, Instructional Design, Interviews, Management, Analysis, Strategic Planning, Team Building, Training, Mentoring, Staff Development, Strategy
Education
Indiana Wesleyan University 2005 — 2007
MS
University of Indianapolis 1986 — 1990
BS
Meg Lewis's American Funds Experience August 2005 - August 2007
Job Assistant Manager Institutional Plan Services at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial August 2013 - Present
Great-West Financial June 2012 - August 2013
OppenheimerFunds September 2011 - June 2012
OppenheimerFunds October 2010 - September 2011
OppenheimerFunds September 2007 - October 2010
American Funds August 2005 - August 2007
American Funds February 1997 - August 2005
American Funds May 1995 - February 1997
Skills
Series 7, Mutual Funds, Series 63, 401k, Series 6, Investments, Asset Managment, Asset Allocation, Retirement, Investment Strategies, Retirement Planning, Relationship Management, Equities, Alternative Investments, ERISA, Financial Services, Investment Advisory, Securities, Asset Management
Education
Indiana Wesleyan University 2001 — 2003
MBA, Business
Indiana University Bloomington 1991 — 1995
Bachelor of Arts, Psychology
Great-West Financial August 2013 - Present
Great-West Financial June 2012 - August 2013
OppenheimerFunds September 2011 - June 2012
OppenheimerFunds October 2010 - September 2011
OppenheimerFunds September 2007 - October 2010
American Funds August 2005 - August 2007
American Funds February 1997 - August 2005
American Funds May 1995 - February 1997
Skills
Series 7, Mutual Funds, Series 63, 401k, Series 6, Investments, Asset Managment, Asset Allocation, Retirement, Investment Strategies, Retirement Planning, Relationship Management, Equities, Alternative Investments, ERISA, Financial Services, Investment Advisory, Securities, Asset Management
Education
Indiana Wesleyan University 2001 — 2003
MBA, Business
Indiana University Bloomington 1991 — 1995
Bachelor of Arts, Psychology
Shane Schofield, CIMA®, MBA Shane Schofield, CIMA®, MBA's American Funds Experience November 2000 - October 2010
Job National Director, Senior Vice President at LaSalle Investment Management
Industry Financial Services
Experience
LaSalle Investment Management, a Jones Lang LaSalle company June 2015 - Present
Franklin Templeton Investments April 2011 - May 2015
Hines Real Estate Investments October 2010 - April 2011
American Funds November 2000 - October 2010
Putnam Investments August 1995 - November 2000
MainStay Mutual Funds February 1995 - August 1995
Van Kampen Merritt July 1993 - December 1994
Skills
Mentoring, Team Leadership, Strategic Planning, Alternative Investments, Real Estate Investment, Series 7, Series 63, Investments, Asset Management, Asset Managment, Financial Advisory, Mutual Funds, Retirement Planning, Fixed Income, Variable Annuities, Risk Management, Asset Allocation, Securities, Wealth Management, Separately Managed..., Investment Advisory, Portfolio Management, Investment Properties, Investment Strategies, Investment Management, 401k, Financial Services, Series 6, Hedge Funds, Series 65, FINRA, Equities, ETFs, Series 24
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Management
The Wharton School, University of Pennsylvania
University of Georgia - Terry College of Business
BBA, Finance - Securities Analysis
LaSalle Investment Management, a Jones Lang LaSalle company June 2015 - Present
Franklin Templeton Investments April 2011 - May 2015
Hines Real Estate Investments October 2010 - April 2011
American Funds November 2000 - October 2010
Putnam Investments August 1995 - November 2000
MainStay Mutual Funds February 1995 - August 1995
Van Kampen Merritt July 1993 - December 1994
Skills
Mentoring, Team Leadership, Strategic Planning, Alternative Investments, Real Estate Investment, Series 7, Series 63, Investments, Asset Management, Asset Managment, Financial Advisory, Mutual Funds, Retirement Planning, Fixed Income, Variable Annuities, Risk Management, Asset Allocation, Securities, Wealth Management, Separately Managed..., Investment Advisory, Portfolio Management, Investment Properties, Investment Strategies, Investment Management, 401k, Financial Services, Series 6, Hedge Funds, Series 65, FINRA, Equities, ETFs, Series 24
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Management
The Wharton School, University of Pennsylvania
University of Georgia - Terry College of Business
BBA, Finance - Securities Analysis
Julio Garcia Jr. Julio Garcia Jr.'s American Funds Experience May 2014 - Present
Job Divisional Wholesaler at American Funds
Industry Financial Services
Experience
American Funds May 2014 - Present
OppenheimerFunds, Inc November 2006 - April 2014
Georgeson Shareholder Securities March 2002 - November 2006
Georgeson Shareholder Securities, Inc. May 2000 - February 2002
Skills
Mutual Funds, 401k, Sales, CRM, Separately Managed..., Strategy, FINRA, Financial Analysis, Series 7, Series 63, Financial Services, Asset Allocation, Alternative Investments, Retirement, Series 24, Securities, Investment Strategies, Investment Advisory, Fixed Income, Defined Contribution, Series 65, Salesforce.com
Education
Hofstra University
Finance, Economics, & Speech Communications
American Funds May 2014 - Present
OppenheimerFunds, Inc November 2006 - April 2014
Georgeson Shareholder Securities March 2002 - November 2006
Georgeson Shareholder Securities, Inc. May 2000 - February 2002
Skills
Mutual Funds, 401k, Sales, CRM, Separately Managed..., Strategy, FINRA, Financial Analysis, Series 7, Series 63, Financial Services, Asset Allocation, Alternative Investments, Retirement, Series 24, Securities, Investment Strategies, Investment Advisory, Fixed Income, Defined Contribution, Series 65, Salesforce.com
Education
Hofstra University
Finance, Economics, & Speech Communications
Marek Blaskovic MBA CFP® CRPC® Marek Blaskovic MBA CFP® CRPC®'s American Funds Experience January 2013 - Present
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds January 2013 - Present
Goldman Sachs March 2010 - January 2013
Franklin Templeton Investments November 2007 - March 2010
Raymond James Financial Services August 2005 - August 2007
Education
University of Tampa - John H. Sykes College of Business 2003 — 2005
MBA, Finance
Illinois State University 2001 — 2003
B.S., Finance
American Funds January 2013 - Present
Goldman Sachs March 2010 - January 2013
Franklin Templeton Investments November 2007 - March 2010
Raymond James Financial Services August 2005 - August 2007
Education
University of Tampa - John H. Sykes College of Business 2003 — 2005
MBA, Finance
Illinois State University 2001 — 2003
B.S., Finance
Jason Brady Jason Brady's American Funds Experience April 2012 - Present
Job TPA Regional Vice President
Industry Financial Services
Experience
American Funds April 2012 - Present
Skills
Call Center, Defined Benefit, Team Leadership, Mutual Funds, PowerPoint, Salesforce.com, 401k, Retirement Plan..., Series 63, Retirement, Series 6, Financial Services, Asset Allocation, Relationship Management, Sales, New Business Development, Pensions, Defined Contribution, Call Centers, ERISA, Investments, Retirement Planning
Education
John Carroll University 1993 — 1997
American Funds April 2012 - Present
Skills
Call Center, Defined Benefit, Team Leadership, Mutual Funds, PowerPoint, Salesforce.com, 401k, Retirement Plan..., Series 63, Retirement, Series 6, Financial Services, Asset Allocation, Relationship Management, Sales, New Business Development, Pensions, Defined Contribution, Call Centers, ERISA, Investments, Retirement Planning
Education
John Carroll University 1993 — 1997
Akilah Webster's American Funds Experience March 2007 - August 2011
Job Senior Coordinator, Investor Relations at United Way of Central Indiana
Industry Nonprofit Organization Management
Experience
United Way of Central Indiana June 2015 - Present
Center of Wellness for Urban Women January 2013 - August 2015
United Way of Central Indiana September 2014 - June 2015
United Way of Central Indiana April 2013 - September 2014
AMPS Magazine May 2005 - April 2013
American Funds March 2007 - August 2011
Golden Rule Insurance July 2005 - March 2007
Gardner & White December 2001 - December 2004
Skills
Nonprofits, Public Relations, Resource Development, Donor Relations, Donor Engagement, Donor Recognition, Donor Management, Volunteer Management, Affinity Groups, Fundraising, Microsoft CRM, Event Planning, Event Management, Non-profit Volunteer, Prospect Research, Data Analysis, Data Integrity, Microsoft Office, Non-profit Board..., Community Development, Community Outreach, Community Organizing, Customer Service, Editing, Marketing, Public Speaking, Press Releases, Proofreading, Social Networking, Marketing Communications, Social Media, Media Relations, Social Media Marketing, Photography, Time Management, Email Marketing, Corporate Communications, Journalism, Marketing Strategy, Copywriting, Copy Editing, Strategic Communications, Office Administration, Non-profit Leadership, Women's Health
Education
University of Indianapolis 2013 — 2016
Bachelor of Science (B.S.), Organizational Leadership
Brebeuf Jesuit Preparatory School 1994 — 1998
High School Honors Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Indiana University-Purdue University at Indianapolis
Sycamore School
United Way of Central Indiana June 2015 - Present
Center of Wellness for Urban Women January 2013 - August 2015
United Way of Central Indiana September 2014 - June 2015
United Way of Central Indiana April 2013 - September 2014
AMPS Magazine May 2005 - April 2013
American Funds March 2007 - August 2011
Golden Rule Insurance July 2005 - March 2007
Gardner & White December 2001 - December 2004
Skills
Nonprofits, Public Relations, Resource Development, Donor Relations, Donor Engagement, Donor Recognition, Donor Management, Volunteer Management, Affinity Groups, Fundraising, Microsoft CRM, Event Planning, Event Management, Non-profit Volunteer, Prospect Research, Data Analysis, Data Integrity, Microsoft Office, Non-profit Board..., Community Development, Community Outreach, Community Organizing, Customer Service, Editing, Marketing, Public Speaking, Press Releases, Proofreading, Social Networking, Marketing Communications, Social Media, Media Relations, Social Media Marketing, Photography, Time Management, Email Marketing, Corporate Communications, Journalism, Marketing Strategy, Copywriting, Copy Editing, Strategic Communications, Office Administration, Non-profit Leadership, Women's Health
Education
University of Indianapolis 2013 — 2016
Bachelor of Science (B.S.), Organizational Leadership
Brebeuf Jesuit Preparatory School 1994 — 1998
High School Honors Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Indiana University-Purdue University at Indianapolis
Sycamore School
JD Wiedmaier, CFP® JD Wiedmaier, CFP®'s American Funds Experience 1993 - 2005
Job Financial Advisor/ Founder of Milestone Financial
Industry Financial Services
Experience
Milestone Financial April 2014 - Present
VALIC 2005 - March 2014
American Funds 1993 - 2005
Skills
Retirement Planning, VRS, VRS - PLOP Benefit, Social Security, Long Term Care Insurance, Life Insurance, Mutual Funds, Variable Annuities, Fixed Annuities, IRAs, 403b, 401k, TSP, Wealth Accumulation, 529 Plans, Financial Advisory, 403 b, Investments, 401k Rollovers, Asset Management, Financial Services, Retirement, Securities
Education
James Madison University 1989 — 1991
Bachelor of Business Administration (BBA)
Old Dominion University 1987 — 1989
Milestone Financial April 2014 - Present
VALIC 2005 - March 2014
American Funds 1993 - 2005
Skills
Retirement Planning, VRS, VRS - PLOP Benefit, Social Security, Long Term Care Insurance, Life Insurance, Mutual Funds, Variable Annuities, Fixed Annuities, IRAs, 403b, 401k, TSP, Wealth Accumulation, 529 Plans, Financial Advisory, 403 b, Investments, 401k Rollovers, Asset Management, Financial Services, Retirement, Securities
Education
James Madison University 1989 — 1991
Bachelor of Business Administration (BBA)
Old Dominion University 1987 — 1989
Samantha Blackburn Samantha Blackburn's American Funds Experience September 2004 - April 2006
Job Marketing Research Project Manager at Southeastern Institute of Research
Industry Market Research
Experience
Southeastern Institute of Research March 2013 - Present
Rice University August 2011 - August 2012
The University of Texas at San Antonio January 2010 - May 2011
The University of Texas at San Antonio August 2009 - May 2010
Wells Fargo January 2008 - August 2009
Wachovia Bank September 2006 - January 2008
World Savings April 2006 - September 2006
American Funds September 2004 - April 2006
Skills
Research Design, Marketing Research, Quantitative Research, Qualitative Research, Online Research, Project Planning, Survey Design, Survey Research, Survey Methodology, Experimental Design, Consumer Behaviour, Consumer Insight, Communication, Marketing, Marketing Communications, Interviews, Participant Observation, Archival Research, Data Analysis, Data Collection, Data Coding, SAS, SPSS, JMP, Qualtrics, Microsoft Word, PowerPoint, Microsoft Excel, Access, Outlook, Statistical Sampling, Written & Oral..., Assistant Teaching, Grading, Compliance Testing, Regulatory Requirements, Financial Regulation, Banking, Loans, Mortgage-Backed..., Standards Compliance, Internal Audit, Proofreading, Instructor-led Training, Marketing Support, Customer Service, Investments, Dreamweaver, Photoshop, Final Cut Express
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2012
Marketing (Consumer Behavior)
The University of Texas at San Antonio 2009 — 2011
Master of Arts (M.A.), Communication
University of Notre Dame - Mendoza College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Southeastern Institute of Research March 2013 - Present
Rice University August 2011 - August 2012
The University of Texas at San Antonio January 2010 - May 2011
The University of Texas at San Antonio August 2009 - May 2010
Wells Fargo January 2008 - August 2009
Wachovia Bank September 2006 - January 2008
World Savings April 2006 - September 2006
American Funds September 2004 - April 2006
Skills
Research Design, Marketing Research, Quantitative Research, Qualitative Research, Online Research, Project Planning, Survey Design, Survey Research, Survey Methodology, Experimental Design, Consumer Behaviour, Consumer Insight, Communication, Marketing, Marketing Communications, Interviews, Participant Observation, Archival Research, Data Analysis, Data Collection, Data Coding, SAS, SPSS, JMP, Qualtrics, Microsoft Word, PowerPoint, Microsoft Excel, Access, Outlook, Statistical Sampling, Written & Oral..., Assistant Teaching, Grading, Compliance Testing, Regulatory Requirements, Financial Regulation, Banking, Loans, Mortgage-Backed..., Standards Compliance, Internal Audit, Proofreading, Instructor-led Training, Marketing Support, Customer Service, Investments, Dreamweaver, Photoshop, Final Cut Express
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2012
Marketing (Consumer Behavior)
The University of Texas at San Antonio 2009 — 2011
Master of Arts (M.A.), Communication
University of Notre Dame - Mendoza College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Bronson Jones's American Funds Experience October 2011 - Present
Job Real Estate Sales Person at Jones Real Estate Group LLC.
Industry Real Estate
Experience
American Funds October 2011 - Present
Jones Real Estate Group LLC. November 2007 - Present
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science in Business, Marketing
American Funds October 2011 - Present
Jones Real Estate Group LLC. November 2007 - Present
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science in Business, Marketing
Ken Bitter, MBA, CFP® Ken Bitter, MBA, CFP®'s American Funds Experience November 2004 - July 2009
Job Financial Services Professional
Industry Financial Services
Experience
Zeiders Enterprises, Inc. November 2013 - Present
United Capital Financial Partners, Inc (Registered Rep at Girard Securities, Inc.) January 2011 - February 2013
American Funds November 2004 - July 2009
First Command Financial Planning July 1999 - November 2004
United States Navy May 1979 - July 1999
Skills
Series 7, Series 65, Series 63, Mutual Funds, Financial Sales, Financial Advisory, Public Speaking, Financial Planning, Inside Sales, Telephone Skills, Investments, Fixed Annuities, Retirement Planning, Insurance, Retirement, Relationship Management, Asset Allocation, Strategic Financial..., Sales Finance, Securities, 401k, Financial Services, Investment Advisory, Wealth Management
Education
Georgetown University
Certificate in Financial Planning
University of Kansas
MS, Petroleum Management
Marymount College of Virginia
MBA
United States Naval Academy
BS
Zeiders Enterprises, Inc. November 2013 - Present
United Capital Financial Partners, Inc (Registered Rep at Girard Securities, Inc.) January 2011 - February 2013
American Funds November 2004 - July 2009
First Command Financial Planning July 1999 - November 2004
United States Navy May 1979 - July 1999
Skills
Series 7, Series 65, Series 63, Mutual Funds, Financial Sales, Financial Advisory, Public Speaking, Financial Planning, Inside Sales, Telephone Skills, Investments, Fixed Annuities, Retirement Planning, Insurance, Retirement, Relationship Management, Asset Allocation, Strategic Financial..., Sales Finance, Securities, 401k, Financial Services, Investment Advisory, Wealth Management
Education
Georgetown University
Certificate in Financial Planning
University of Kansas
MS, Petroleum Management
Marymount College of Virginia
MBA
United States Naval Academy
BS
Jenny Siaba Jenny Siaba's American Funds Experience December 2007 - Present
Job Experienced Collections Supervisor
Industry Consumer Services
Experience
American Funds December 2007 - Present
Nelnet June 2006 - December 2007
Alliance One 2004 - 2006
Sallie Mae 2001 - 2004
Moen 1998 - 2000
King Systems 1998 - 2000
Red Gold 1998 - 2000
Education
Indiana State University 2000 — 2004
Ivy Tech Community College 1993 — 1997
American Funds December 2007 - Present
Nelnet June 2006 - December 2007
Alliance One 2004 - 2006
Sallie Mae 2001 - 2004
Moen 1998 - 2000
King Systems 1998 - 2000
Red Gold 1998 - 2000
Education
Indiana State University 2000 — 2004
Ivy Tech Community College 1993 — 1997
Rosa King Rosa King's American Funds Experience July 1999 - October 2006
Job Billing Customer Service Supervisor Werner Enterprises
Industry Transportation/Trucking/Railroad
Experience
Werner Enterprises January 2007 - Present
American Funds July 1999 - October 2006
Skills
Logistics, Shipping, Logistics Management, Operations Management, Microsoft Office, Bilingual-English/Spanis..., Bilingual Proficiency, Customer Service, Translation, Training, Quality Assurance, Supervisory Skills, Supply Chain, Management, Warehousing, Supply Chain Management, Truckload, 3PL, Process Improvement, Software Documentation, Team Building
Education
Iowa Western Community College
Werner Enterprises January 2007 - Present
American Funds July 1999 - October 2006
Skills
Logistics, Shipping, Logistics Management, Operations Management, Microsoft Office, Bilingual-English/Spanis..., Bilingual Proficiency, Customer Service, Translation, Training, Quality Assurance, Supervisory Skills, Supply Chain, Management, Warehousing, Supply Chain Management, Truckload, 3PL, Process Improvement, Software Documentation, Team Building
Education
Iowa Western Community College
Cloris Anderson-Money Cloris Anderson-Money's American Funds Experience 1993 - 1994
Job Writer, Researcher, Reviewer, Activist
Industry Writing and Editing
Experience
PatientC 2009 - Present
IndyNet 1996 - 1996
American Funds 1993 - 1994
Skills
Activism, Education, Writing, Office Administration, Blogging, Public Speaking, Research, Social Media, Editing, Event Planning, Creative Writing, Proofreading, Microsoft Office, Community Outreach, Copy Editing, Microsoft Word, Newsletters, Journalism, Press Releases, Copywriting, Public Relations, Social Networking, Non-profits, Organization, Books, Politics, Grant Writing, Web Content, Nonprofits, Publishing, Publications, Volunteer Management, Event Management, WordPress, New Media, Technical Writing, Fundraising, Content Management, Customer Service
Education
Ivy Tech Community College
PatientC 2009 - Present
IndyNet 1996 - 1996
American Funds 1993 - 1994
Skills
Activism, Education, Writing, Office Administration, Blogging, Public Speaking, Research, Social Media, Editing, Event Planning, Creative Writing, Proofreading, Microsoft Office, Community Outreach, Copy Editing, Microsoft Word, Newsletters, Journalism, Press Releases, Copywriting, Public Relations, Social Networking, Non-profits, Organization, Books, Politics, Grant Writing, Web Content, Nonprofits, Publishing, Publications, Volunteer Management, Event Management, WordPress, New Media, Technical Writing, Fundraising, Content Management, Customer Service
Education
Ivy Tech Community College
Ryan Cameron's American Funds Experience February 2007 - January 2009
Job Station Manager Frontier IND at Menzies Aviation
Industry Airlines/Aviation
Experience
Menzies Aviation October 2013 - Present
Frontier Airlines March 2011 - October 2013
Frontier Airlines August 2010 - March 2011
Frontier Airlines August 2009 - August 2010
American Funds February 2007 - January 2009
Indiana Ice Hockey September 2003 - January 2007
Abercrombie & Fitch August 2003 - October 2005
Skills
Customer Service, Sales, Marketing, Sports Management, Sports Marketing, Airlines, Airline Ticketing, Airline Management, Airline Reservations, Front Office, Public Relations, Management, Account Management, Airports, Training, Commercial Aviation, Aircraft, Team Building, Flight Safety
Education
Indiana University-Purdue University at Indianapolis 2005 — 2010
Bachelor's degree, Business Administration and Management, General
New Palestine high school 2000 — 2004
Core 40 High school diploma with honors, Core 40 general studies
Menzies Aviation October 2013 - Present
Frontier Airlines March 2011 - October 2013
Frontier Airlines August 2010 - March 2011
Frontier Airlines August 2009 - August 2010
American Funds February 2007 - January 2009
Indiana Ice Hockey September 2003 - January 2007
Abercrombie & Fitch August 2003 - October 2005
Skills
Customer Service, Sales, Marketing, Sports Management, Sports Marketing, Airlines, Airline Ticketing, Airline Management, Airline Reservations, Front Office, Public Relations, Management, Account Management, Airports, Training, Commercial Aviation, Aircraft, Team Building, Flight Safety
Education
Indiana University-Purdue University at Indianapolis 2005 — 2010
Bachelor's degree, Business Administration and Management, General
New Palestine high school 2000 — 2004
Core 40 High school diploma with honors, Core 40 general studies
Meredith Hutchings Meredith Hutchings's American Funds Experience August 2006 - September 2008
Job Account Executive at Hill + Knowlton Strategies
Industry Public Relations and Communications
Experience
Hill+Knowlton Strategies March 2013 - March 2014
Hill + Knowlton Strategies December 2011 - December 2013
Hill + Knowlton Strategies June 2010 - December 2011
Paramount Public Relations, Inc. November 2009 - May 2010
American Funds August 2006 - September 2008
Skills
Crisis Communications, Event Management
Education
The George Washington University 2009 — 2010
Master's, Strategic Public Relations
Gordon College 2002 — 2006
B.A., Communications and Political Studies
Boston University London Internship 2005 — 2005
Political Studies
Hill+Knowlton Strategies March 2013 - March 2014
Hill + Knowlton Strategies December 2011 - December 2013
Hill + Knowlton Strategies June 2010 - December 2011
Paramount Public Relations, Inc. November 2009 - May 2010
American Funds August 2006 - September 2008
Skills
Crisis Communications, Event Management
Education
The George Washington University 2009 — 2010
Master's, Strategic Public Relations
Gordon College 2002 — 2006
B.A., Communications and Political Studies
Boston University London Internship 2005 — 2005
Political Studies
Al Russell's American Funds Experience 1986 - 2001
Job Manager and Principal
Industry Oil & Energy
Experience
ALL AMERICAN HOLDINGS, INC. Assistant Director of Community Engagement and OperationsTulane University2012 - February 2014
LA Spirit / Options For Independence 2011 - 2011
Louisiana State Office of Public Health 2002 - 2010
American Funds 1986 - 2001
Skills
Business Strategy, Public Speaking, Budgets, Operations Management, Entrepreneurship, Nonprofits, Leadership Development, Strategic Planning, Social Networking, Management, Marketing Strategy, Start-ups, Negotiation, Organizational..., Fundraising, Editing, Program Development, Public Relations, Strategy, Business Planning, Mergers & Acquisitions, Leadership, Training, Management Consulting, Team Building, Contract Negotiation, Program Management, Marketing, Event Planning, Business Development, Project Planning, Government, New Business Development, Project Management, Coaching, Due Diligence, Private Equity, Investments, Small Business, Corporate Finance, Valuation, Venture Capital, International Business, Finance, Financial Modeling, Asset Management, Financial Analysis, Emerging Markets, Alternative Investments
Education
Louisiana State University and Agricultural and Mechanical College 1965 — 1970
Science and Business
ALL AMERICAN HOLDINGS, INC. Assistant Director of Community Engagement and OperationsTulane University2012 - February 2014
LA Spirit / Options For Independence 2011 - 2011
Louisiana State Office of Public Health 2002 - 2010
American Funds 1986 - 2001
Skills
Business Strategy, Public Speaking, Budgets, Operations Management, Entrepreneurship, Nonprofits, Leadership Development, Strategic Planning, Social Networking, Management, Marketing Strategy, Start-ups, Negotiation, Organizational..., Fundraising, Editing, Program Development, Public Relations, Strategy, Business Planning, Mergers & Acquisitions, Leadership, Training, Management Consulting, Team Building, Contract Negotiation, Program Management, Marketing, Event Planning, Business Development, Project Planning, Government, New Business Development, Project Management, Coaching, Due Diligence, Private Equity, Investments, Small Business, Corporate Finance, Valuation, Venture Capital, International Business, Finance, Financial Modeling, Asset Management, Financial Analysis, Emerging Markets, Alternative Investments
Education
Louisiana State University and Agricultural and Mechanical College 1965 — 1970
Science and Business
Sarah Russell Burt's American Funds Experience July 2002 - August 2005
Job Manager Regulatory Compliance at American Specialty Health
Industry Law Practice
Experience
American Specialty Health September 2014 - Present
Med-1 Solutions, LLC April 2010 - September 2014
Krieg DeVault LLP May 2007 - March 2010
Thomson Reuters Westlaw August 2006 - July 2008
McCreedy & Keene, Inc. June 2006 - July 2006
American Funds July 2002 - August 2005
Skills
Legal Research, Litigation, Civil Litigation, Legal Writing, Westlaw, Employment Law, Commercial Litigation, Employee Benefits, Legal Assistance, Personal Injury, Corporate Law, Courts, Legal Issues, Trials, Pleadings
Education
Indiana University Robert H. McKinney School of Law 2005 — 2008
Doctor of Jurisprudence, Law
Indiana University Bloomington 1997 — 2001
BA, Psychology, Criminal Justice
American Specialty Health September 2014 - Present
Med-1 Solutions, LLC April 2010 - September 2014
Krieg DeVault LLP May 2007 - March 2010
Thomson Reuters Westlaw August 2006 - July 2008
McCreedy & Keene, Inc. June 2006 - July 2006
American Funds July 2002 - August 2005
Skills
Legal Research, Litigation, Civil Litigation, Legal Writing, Westlaw, Employment Law, Commercial Litigation, Employee Benefits, Legal Assistance, Personal Injury, Corporate Law, Courts, Legal Issues, Trials, Pleadings
Education
Indiana University Robert H. McKinney School of Law 2005 — 2008
Doctor of Jurisprudence, Law
Indiana University Bloomington 1997 — 2001
BA, Psychology, Criminal Justice
Latoya Newton's American Funds Experience March 2006 - July 2008
Job Education Services Specialist
Industry Education Management
Experience
United States Department of Defense/Department of the Army December 2012 - Present
San Antonio Independent School District August 2008 - December 2012
American Funds March 2006 - July 2008
NEC Unified Solutions April 2004 - February 2006
Clear Channel Media + Entertainment July 2001 - January 2002
Time Warner Cable January 2000 - July 2001
United States Air Force January 1992 - March 1999
Skills
Lesson Planning, Classroom Management, Classroom, Curriculum Design, Differentiated..., Curriculum Development, Teaching, Educational Leadership, Educational Technology, Secondary Education, Medical Education, Recruiting, Veterans, Military Experience, Military Training, Adult Education, Adult Learning Theory, Academic Advising
Education
Lamar University 2010 — 2012
Master's degree, Educational Technology and Leadership
Park University 2000 — 2001
Bachelor's degree, Business, Management, Marketing, and Related Support Services
United States Department of Defense/Department of the Army December 2012 - Present
San Antonio Independent School District August 2008 - December 2012
American Funds March 2006 - July 2008
NEC Unified Solutions April 2004 - February 2006
Clear Channel Media + Entertainment July 2001 - January 2002
Time Warner Cable January 2000 - July 2001
United States Air Force January 1992 - March 1999
Skills
Lesson Planning, Classroom Management, Classroom, Curriculum Design, Differentiated..., Curriculum Development, Teaching, Educational Leadership, Educational Technology, Secondary Education, Medical Education, Recruiting, Veterans, Military Experience, Military Training, Adult Education, Adult Learning Theory, Academic Advising
Education
Lamar University 2010 — 2012
Master's degree, Educational Technology and Leadership
Park University 2000 — 2001
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Misty Cramer's American Funds Experience July 2015 - Present
Job Advisor Marketing at American Funds
Industry Financial Services
Experience
American Funds July 2015 - Present
Education
Indiana University-Purdue University at Indianapolis 2008 — 2011
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
American Funds July 2015 - Present
Education
Indiana University-Purdue University at Indianapolis 2008 — 2011
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Alex Dall's American Funds Experience May 2015 - August 2015
Job Student at Indiana University BloomingtonKelley School of Business
Industry Financial Services
Experience
American Funds May 2015 - August 2015
All Pro Landscaping May 2014 - August 2014
Hamilton Southeastern Softball Fields March 2012 - August 2014
Kd Landscaping Company May 2013 - August 2013
Skills
Determined, Competitive, Managing, Observant, Strategic, Sports, Time Management, Management, Coaching, Strategy, Teaching
Education
Indiana University Bloomington 2012 — 2016
The London School of Economics and Political Science (LSE) 2014 — 2014
Statistical Economics
Hamilton Southeastern High School 2008 — 2012
3.9 GPA
American Funds May 2015 - August 2015
All Pro Landscaping May 2014 - August 2014
Hamilton Southeastern Softball Fields March 2012 - August 2014
Kd Landscaping Company May 2013 - August 2013
Skills
Determined, Competitive, Managing, Observant, Strategic, Sports, Time Management, Management, Coaching, Strategy, Teaching
Education
Indiana University Bloomington 2012 — 2016
The London School of Economics and Political Science (LSE) 2014 — 2014
Statistical Economics
Hamilton Southeastern High School 2008 — 2012
3.9 GPA
Aileen Wenzel (Cook)'s American Funds Experience September 2006 - July 2008
Job Assistant Director of Gift Planning Services at Indiana University Foundation
Industry Law Practice
Experience
Indiana University Foundation December 2014 - Present
Office of the Indiana Attorney General May 2013 - December 2014
Pennsylvania State Education Association December 2011 - April 2013
Y-AmeriCorps August 2011 - January 2012
Westlaw and BARBRI August 2009 - July 2011
Indiana Attorney General May 2010 - July 2010
Shalom Center HELP Legal Clinic January 2009 - May 2010
Indiana Department of Environmental Management June 2009 - August 2009
American Funds September 2006 - July 2008
Neighborhood Christian Legal Clinic 2007 - 2008
Skills
Critical Thinking, Complex Problem Solving, Writing, Westlaw, Litigation, Courts, Research, Editing, Appeals, Leadership, Hearings, Training, Administrative Law, Government, Arbitration, Teaching, Legal Research, Legal Writing, Mediation, Public Policy
Education
Indiana University Maurer School of Law -- Bloomington 2008 — 2011
Juris Doctor, Law
University of Kent 2005 — 2006
Diploma, English and American Literature
Indiana University Bloomington 2002 — 2006
Bachelor of Arts, English
Indiana University Foundation December 2014 - Present
Office of the Indiana Attorney General May 2013 - December 2014
Pennsylvania State Education Association December 2011 - April 2013
Y-AmeriCorps August 2011 - January 2012
Westlaw and BARBRI August 2009 - July 2011
Indiana Attorney General May 2010 - July 2010
Shalom Center HELP Legal Clinic January 2009 - May 2010
Indiana Department of Environmental Management June 2009 - August 2009
American Funds September 2006 - July 2008
Neighborhood Christian Legal Clinic 2007 - 2008
Skills
Critical Thinking, Complex Problem Solving, Writing, Westlaw, Litigation, Courts, Research, Editing, Appeals, Leadership, Hearings, Training, Administrative Law, Government, Arbitration, Teaching, Legal Research, Legal Writing, Mediation, Public Policy
Education
Indiana University Maurer School of Law -- Bloomington 2008 — 2011
Juris Doctor, Law
University of Kent 2005 — 2006
Diploma, English and American Literature
Indiana University Bloomington 2002 — 2006
Bachelor of Arts, English
Clark Hooper's American Funds Experience 2003 - Present
Job Independent Director at American Funds
Industry Financial Services
Experience
KENTWOOL 2015 - Present
Swiss Helvetia Fund 2007 - Present
The Children's Hospital of Philadelphia 2005 - Present
Hollins University 2004 - Present
American Funds 2003 - Present
Education
Hollins University
KENTWOOL 2015 - Present
Swiss Helvetia Fund 2007 - Present
The Children's Hospital of Philadelphia 2005 - Present
Hollins University 2004 - Present
American Funds 2003 - Present
Education
Hollins University
Aubrietta Turpin's American Funds Experience August 2006 - August 2007
Job Healthcare Services Pharmaceutical Maven
Industry Hospital & Health Care
Experience
Omnicare Inc. February 2015 - Present
Express Scripts January 2014 - September 2014
Express Scripts October 2012 - December 2013
Music 44 November 2007 - May 2012
American Funds August 2006 - August 2007
Greystone Communities June 2004 - July 2006
Skills
Customer Service, Retail, Merchandising, Inventory Management, Microsoft Office, Microsoft Excel, Loss Prevention, Store Management, Sales, Microsoft Word, PowerPoint, Inventory Control, Team Building, Management, Sales Management, Project Management, Marketing
Education
Indiana University Fairbanks School of Public Health 2011 — 2015
Bachelor of Science (B.S.), Health Services Management
Omnicare Inc. February 2015 - Present
Express Scripts January 2014 - September 2014
Express Scripts October 2012 - December 2013
Music 44 November 2007 - May 2012
American Funds August 2006 - August 2007
Greystone Communities June 2004 - July 2006
Skills
Customer Service, Retail, Merchandising, Inventory Management, Microsoft Office, Microsoft Excel, Loss Prevention, Store Management, Sales, Microsoft Word, PowerPoint, Inventory Control, Team Building, Management, Sales Management, Project Management, Marketing
Education
Indiana University Fairbanks School of Public Health 2011 — 2015
Bachelor of Science (B.S.), Health Services Management
Cameron Sickafoose's American Funds Experience 2011 - 2012
Job Copywriter at 5MetaCom
Industry Retail
Experience
5MetaCom July 2015 - Present
Yellow Pages Group / Groupe Pages Jaunes – Canada October 2012 - July 2015
American Funds 2011 - 2012
Education
Indiana University-Purdue University at Indianapolis 2008 — 2011
bachelors, English
5MetaCom July 2015 - Present
Yellow Pages Group / Groupe Pages Jaunes – Canada October 2012 - July 2015
American Funds 2011 - 2012
Education
Indiana University-Purdue University at Indianapolis 2008 — 2011
bachelors, English
Peter Bjork Peter Bjork's American Funds Experience February 2013 - Present
Job Area Sales Representative at American Funds
Industry Investment Management
Experience
American Funds February 2013 - Present
American Funds September 2011 - February 2013
American Funds June 2007 - September 2011
Skills
Mutual Funds, Finance, Retirement, Investments, 401k, Marketing, Sales, Retirement Planning, Customer Service, Series 63, Financial Advisory, Asset Allocation, Microsoft Office, Budgets, Series 7, Project Management, Salesforce.com, Investment Advisory, Securities, Strategic Planning, Real Estate
Education
Michigan State University
Bachelor of Arts, Accounting
Grand Rapids Community College
Associates
University of California, Irvine
American Funds February 2013 - Present
American Funds September 2011 - February 2013
American Funds June 2007 - September 2011
Skills
Mutual Funds, Finance, Retirement, Investments, 401k, Marketing, Sales, Retirement Planning, Customer Service, Series 63, Financial Advisory, Asset Allocation, Microsoft Office, Budgets, Series 7, Project Management, Salesforce.com, Investment Advisory, Securities, Strategic Planning, Real Estate
Education
Michigan State University
Bachelor of Arts, Accounting
Grand Rapids Community College
Associates
University of California, Irvine
Maryalice Johnson Maryalice Johnson's American Funds Experience 2006 - 2014
Job Fortune 500 Senior Customer Service Professional
Industry Real Estate
Experience
Long & Foster Companies April 2014 - Present
American Funds 2006 - 2014
Capital Group 2000 - 2006
Liberty Mutual Insurance 1989 - 2000
Skills
Financial Services, Mutual Funds, Leadership, Investors, Customer Service, Marketing, Team Management, Phone Etiquette, Customer Follow-up, Follow-through Skills, Teamwork, Customer Service..., Program Management
Education
Long & Foster School of Real Estate 2014 — 2014
Virginia State and Nationally Licensed Real Estate Agent, Real Estate principals
Granite State College 1990 — 1994
Associate's Degree, Business Administration and Management, General
Long & Foster Companies April 2014 - Present
American Funds 2006 - 2014
Capital Group 2000 - 2006
Liberty Mutual Insurance 1989 - 2000
Skills
Financial Services, Mutual Funds, Leadership, Investors, Customer Service, Marketing, Team Management, Phone Etiquette, Customer Follow-up, Follow-through Skills, Teamwork, Customer Service..., Program Management
Education
Long & Foster School of Real Estate 2014 — 2014
Virginia State and Nationally Licensed Real Estate Agent, Real Estate principals
Granite State College 1990 — 1994
Associate's Degree, Business Administration and Management, General
Haley White's American Funds Experience September 2015 - Present
Job Sales Associate at Silver in the City
Industry
Experience
American Funds September 2015 - Present
IUPUI April 2012 - Present
Silver in the City May 2015 - September 2015
A&M Bakery Cafe January 2015 - May 2015
JagVenture August 2014 - August 2014
Skills
Public Speaking, Social Networking, Social Media, Leadership, Community Outreach, Communication Skills, Critical Thinking, Student Leadership, Customer Service, Teamwork, Program Development, Time Management, Microsoft Word, Communication, Networking, Team Building, Training, Student Affairs, Higher Education, Microsoft Office
Education
Indiana University-Purdue University at Indianapolis 2011 — 2015
Communication Studies, Liberal Arts and Sciences/Liberal Studies
Indiana University-Purdue University at Indianapolis 2011 — 2015
Bachelor's degree, Communication Studies
American Funds September 2015 - Present
IUPUI April 2012 - Present
Silver in the City May 2015 - September 2015
A&M Bakery Cafe January 2015 - May 2015
JagVenture August 2014 - August 2014
Skills
Public Speaking, Social Networking, Social Media, Leadership, Community Outreach, Communication Skills, Critical Thinking, Student Leadership, Customer Service, Teamwork, Program Development, Time Management, Microsoft Word, Communication, Networking, Team Building, Training, Student Affairs, Higher Education, Microsoft Office
Education
Indiana University-Purdue University at Indianapolis 2011 — 2015
Communication Studies, Liberal Arts and Sciences/Liberal Studies
Indiana University-Purdue University at Indianapolis 2011 — 2015
Bachelor's degree, Communication Studies
Natoya Nelson, MBA Natoya Nelson, MBA's American Funds Experience March 2007 - September 2014
Job General Manager at Integrated Global Logistics
Industry Accounting
Experience
Integrated Global Logistics September 2014 - Present
Non-Profit Organization July 2010 - January 2015
American Funds March 2007 - September 2014
American Funds April 2013 - October 2013
State Street Bank March 2001 - April 2006
University of Massachusetts September 1996 - June 1998
Skills
Financial Reporting, Accounts Receivable, Finance, Budgets, Microsoft Excel, Microsoft Office, Financial Statements, General Ledger, Accounts Payable, Accounting, Account Reconciliation, Cash Flow, Financial Analysis, QuickBooks, Cost Accounting, Bookkeeping, Microsoft Word, Budgeting, Analysis
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
Master of Business Administration (MBA)
University of Massachusetts 1995 — 1999
Bachelor of Science
Integrated Global Logistics September 2014 - Present
Non-Profit Organization July 2010 - January 2015
American Funds March 2007 - September 2014
American Funds April 2013 - October 2013
State Street Bank March 2001 - April 2006
University of Massachusetts September 1996 - June 1998
Skills
Financial Reporting, Accounts Receivable, Finance, Budgets, Microsoft Excel, Microsoft Office, Financial Statements, General Ledger, Accounts Payable, Accounting, Account Reconciliation, Cash Flow, Financial Analysis, QuickBooks, Cost Accounting, Bookkeeping, Microsoft Word, Budgeting, Analysis
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
Master of Business Administration (MBA)
University of Massachusetts 1995 — 1999
Bachelor of Science
Connor Dolan's American Funds Experience December 2014 - Present
Job Area Sales Representative at Capital Group
Industry Higher Education
Experience
American Funds December 2014 - Present
Delta Sigma Pi September 2013 - May 2014
Loyola Marymount University Distribution Center September 2011 - May 2014
Warner/Chappell Production Music June 2013 - September 2013
Worthington Manor Golf Course March 2008 - September 2013
Skills
Leadership, Public Speaking, Microsoft Excel, Management, PowerPoint, Social Networking, Microsoft Word, Sales, Team Management, Critical Thinking, Customer Service, Finance, Social Media, Facebook, Time Management, Presentations, iMovie, Stock Market, Research, Editing
Education
Loyola Marymount University 2010 — 2014
Bachelor's of Arts, Finance, Senior
American Funds December 2014 - Present
Delta Sigma Pi September 2013 - May 2014
Loyola Marymount University Distribution Center September 2011 - May 2014
Warner/Chappell Production Music June 2013 - September 2013
Worthington Manor Golf Course March 2008 - September 2013
Skills
Leadership, Public Speaking, Microsoft Excel, Management, PowerPoint, Social Networking, Microsoft Word, Sales, Team Management, Critical Thinking, Customer Service, Finance, Social Media, Facebook, Time Management, Presentations, iMovie, Stock Market, Research, Editing
Education
Loyola Marymount University 2010 — 2014
Bachelor's of Arts, Finance, Senior
Andrew Lipsey's American Funds Experience June 2014 - June 2015
Job Financial Advisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
American Funds June 2014 - June 2015
Greater Jackson County YoungLife April 2012 - May 2014
Printpack, Inc. May 2013 - August 2013
High Country Outfitters June 2012 - January 2013
Longhorn Steakhouse March 2011 - August 2011
Skills
Financial Reporting, Management, Leadership, Analysis, Time Management, Sales, Accounting, Finance, Networking, Teamwork, Social Networking, Social Media, Marketing, Financial Analysis, Facebook
Education
The University of Georgia 2011 — 2014
Bachelor of Business Administration, Finance, Junior
Georgia Southern University - College of Business Administration 2010 — 2011
Business Administration and Management, General
Raymond James Financial, Inc. June 2015 - Present
American Funds June 2014 - June 2015
Greater Jackson County YoungLife April 2012 - May 2014
Printpack, Inc. May 2013 - August 2013
High Country Outfitters June 2012 - January 2013
Longhorn Steakhouse March 2011 - August 2011
Skills
Financial Reporting, Management, Leadership, Analysis, Time Management, Sales, Accounting, Finance, Networking, Teamwork, Social Networking, Social Media, Marketing, Financial Analysis, Facebook
Education
The University of Georgia 2011 — 2014
Bachelor of Business Administration, Finance, Junior
Georgia Southern University - College of Business Administration 2010 — 2011
Business Administration and Management, General
David Linn David Linn's American Funds Experience December 2013 - Present
Job Senior Work Management Analyst at American Funds
Industry Information Technology and Services
Experience
American Funds December 2013 - Present
Amerigroup August 2013 - Present
Briljent August 2008 - June 2013
Sallie Mae November 1996 - January 2008
Skills
SharePoint
Education
Indiana University-Purdue University at Indianapolis
MS, Mathematics
Olivet Nazarene University
BA, Mathematics
American Funds December 2013 - Present
Amerigroup August 2013 - Present
Briljent August 2008 - June 2013
Sallie Mae November 1996 - January 2008
Skills
SharePoint
Education
Indiana University-Purdue University at Indianapolis
MS, Mathematics
Olivet Nazarene University
BA, Mathematics
Rome D. Rottura Rome D. Rottura's American Funds Experience January 2011 - Present
Job Senior Vice President at American Funds Distributors
Industry Investment Management
Experience
American Funds January 2011 - Present
American Funds January 2006 - January 2011
American Funds May 2002 - January 2006
John Hancock Funds, Inc. January 2000 - May 2002
John Hancock Funds, Inc. January 1997 - January 2000
Skills
Major Account..., Oral & Written..., New Business Development, Negotiation, Closing Abilities, Staff Development, Staff Supervision, Sales Presentations, Team Leadership, Organizational..., Series 7, Series 63, Series 26, Life & Health Insurance..., variable Products..., Qualified Retirement..., Retirement Planning
Education
Hofstra University 1981 — 1986
Bachelor of Business Administration (B.B.A.), Marketing
American Funds January 2011 - Present
American Funds January 2006 - January 2011
American Funds May 2002 - January 2006
John Hancock Funds, Inc. January 2000 - May 2002
John Hancock Funds, Inc. January 1997 - January 2000
Skills
Major Account..., Oral & Written..., New Business Development, Negotiation, Closing Abilities, Staff Development, Staff Supervision, Sales Presentations, Team Leadership, Organizational..., Series 7, Series 63, Series 26, Life & Health Insurance..., variable Products..., Qualified Retirement..., Retirement Planning
Education
Hofstra University 1981 — 1986
Bachelor of Business Administration (B.B.A.), Marketing
Chris Jenkins, CIMA® Chris Jenkins, CIMA®'s American Funds Experience January 2011 - Present
Job Vice President at American Funds
Industry Investment Management
Experience
American Funds January 2011 - Present
Franklin Templeton Investments May 1997 - January 2011
Capital Group August 1994 - May 1997
Education
The University of Memphis 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Lindsey Wilson College 1990 — 1990
American Funds January 2011 - Present
Franklin Templeton Investments May 1997 - January 2011
Capital Group August 1994 - May 1997
Education
The University of Memphis 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Lindsey Wilson College 1990 — 1990
Christopher Smail Christopher Smail's American Funds Experience August 2005 - November 2011
Job RFP Specialist at OneAmerica
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. January 2014 - Present
OneAmerica November 2011 - December 2013
American Funds August 2005 - November 2011
Johnny Socko, LLC 1996 - 2003
Skills
Sales Presentations, Partner Relationships, Time Management, Salesforce.com, 401k, Series 63, Sales, Marketing, Variable Annuities, Series 7, Account Management, Mutual Funds, Sales Management, New Business Development, Retirement, Business Development, Uniform Combined State..., Fixed Annuities, Ska, Insurance, Relationship Management, Financial Services, Client Services, Investments, Partner Management
Education
Indiana State University 1989 — 1992
BA, Communications
Marian College 1989 — 1989
OneAmerica Financial Partners Inc. January 2014 - Present
OneAmerica November 2011 - December 2013
American Funds August 2005 - November 2011
Johnny Socko, LLC 1996 - 2003
Skills
Sales Presentations, Partner Relationships, Time Management, Salesforce.com, 401k, Series 63, Sales, Marketing, Variable Annuities, Series 7, Account Management, Mutual Funds, Sales Management, New Business Development, Retirement, Business Development, Uniform Combined State..., Fixed Annuities, Ska, Insurance, Relationship Management, Financial Services, Client Services, Investments, Partner Management
Education
Indiana State University 1989 — 1992
BA, Communications
Marian College 1989 — 1989
Elissa Button-Evans Elissa Button-Evans's American Funds Experience December 2007 - July 2009
Job Project Analyst at General Dynamics Information Technology
Industry Government Relations
Experience
General Dynamics Information Technology January 2012 - Present
Chugach Alaska Corporation February 2010 - December 2012
American Funds December 2007 - July 2009
American Funds October 2007 - December 2007
American Funds July 2006 - September 2007
Community Bank and Trust Company January 2004 - June 2006
Education
Mansfield University of Pennsylvania 1998 — 2002
BA in Liberal Studies, Business, Marketing, Computer Information Systems
General Dynamics Information Technology January 2012 - Present
Chugach Alaska Corporation February 2010 - December 2012
American Funds December 2007 - July 2009
American Funds October 2007 - December 2007
American Funds July 2006 - September 2007
Community Bank and Trust Company January 2004 - June 2006
Education
Mansfield University of Pennsylvania 1998 — 2002
BA in Liberal Studies, Business, Marketing, Computer Information Systems
Alison Pitzer's American Funds Experience December 1993 - October 2004
Job MOBI Wireless Management
Industry Wireless
Experience
MOBI Wireless Management July 2013 - Present
AIG August 2012 - July 2013
Gannett June 2010 - February 2012
Quest Information Systems August 2006 - May 2009
Mack Financial Group October 2004 - September 2005
American Funds December 1993 - October 2004
Skills
Access, Data Entry, Lotus Notes, Mac OS, Microsoft Word, Office Management, Outlook, 10 Key, Ariba, Concur, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, WebEx, Event Planning, Process Scheduler, Visio, Customer Satisfaction, Spreadsheets, Office Administration, System Administration, Software Documentation, Team Leadership, Leadership
Education
Indiana Wesleyan University 2012 — 2013
Bachelors, Business Management
Indiana Wesleyan University 2001 — 2003
Associates, Business Administration, 3.9
MOBI Wireless Management July 2013 - Present
AIG August 2012 - July 2013
Gannett June 2010 - February 2012
Quest Information Systems August 2006 - May 2009
Mack Financial Group October 2004 - September 2005
American Funds December 1993 - October 2004
Skills
Access, Data Entry, Lotus Notes, Mac OS, Microsoft Word, Office Management, Outlook, 10 Key, Ariba, Concur, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, WebEx, Event Planning, Process Scheduler, Visio, Customer Satisfaction, Spreadsheets, Office Administration, System Administration, Software Documentation, Team Leadership, Leadership
Education
Indiana Wesleyan University 2012 — 2013
Bachelors, Business Management
Indiana Wesleyan University 2001 — 2003
Associates, Business Administration, 3.9
Chris Cefalo's American Funds Experience January 2014 - Present
Job Regional Vice President, Retirement Plan Counselor at American Funds
Industry Financial Services
Experience
American Funds January 2014 - Present
American Funds December 2012 - December 2013
ADP October 2010 - December 2012
Power Home Remodeling Group June 2009 - August 2011
ADP January 2009 - May 2009
Education
Isenberg School of Management, UMass Amherst 2004 — 2008
Bachelors, Finance and Operations Management
American Funds January 2014 - Present
American Funds December 2012 - December 2013
ADP October 2010 - December 2012
Power Home Remodeling Group June 2009 - August 2011
ADP January 2009 - May 2009
Education
Isenberg School of Management, UMass Amherst 2004 — 2008
Bachelors, Finance and Operations Management
Eric Levenhagen, CEcD's American Funds Experience October 2003 - January 2005
Job Manager National Business Credits & Incentives at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP Supervisor - National Business Credits & IncentivesMcGladreyNovember 2013 - Present
Indiana Economic Development Corporation November 2006 - November 2013
Indiana Department of Environmental Management February 2005 - November 2006
American Funds October 2003 - January 2005
Connie Nass for State Auditor June 2001 - December 2002
Skills
Economic Development, Public Policy, Government, Community Development, Non-profits, Public Relations, Policy, Community Outreach, Workforce Development, Strategic Planning, Public Speaking, Grant Writing, Policy Analysis, Project Planning, Research, Media Relations, Project Management, State Government, Grants, Budgets
Education
University of Oklahoma - Economic Development Institute 2007 — 2010
Certified Economic Developer (CEcD), Passed certification exam in 2010
Indiana University Bloomington 1998 — 2001
Bachelor of Science (B.S.), Marketing - Kelley School of Business
Zionsville Community High School 1993 — 1997
McGladrey LLP Supervisor - National Business Credits & IncentivesMcGladreyNovember 2013 - Present
Indiana Economic Development Corporation November 2006 - November 2013
Indiana Department of Environmental Management February 2005 - November 2006
American Funds October 2003 - January 2005
Connie Nass for State Auditor June 2001 - December 2002
Skills
Economic Development, Public Policy, Government, Community Development, Non-profits, Public Relations, Policy, Community Outreach, Workforce Development, Strategic Planning, Public Speaking, Grant Writing, Policy Analysis, Project Planning, Research, Media Relations, Project Management, State Government, Grants, Budgets
Education
University of Oklahoma - Economic Development Institute 2007 — 2010
Certified Economic Developer (CEcD), Passed certification exam in 2010
Indiana University Bloomington 1998 — 2001
Bachelor of Science (B.S.), Marketing - Kelley School of Business
Zionsville Community High School 1993 — 1997
Kerryn Linse Kerryn Linse's American Funds Experience 1989 - 1994
Job Senior Support Consultant at PlanView, Inc.
Industry Information Technology and Services
Experience
PlanView, Inc. November 2002 - Present
SAP 2001 - 2002
Computer Sciences Corporation November 1999 - November 2001
American Funds 1989 - 1994
Siemens / TELA Versicherung / Allianz October 1986 - October 1988
Skills
Enterprise Software, Software Project..., Requirements Analysis, Business Analysis, EPM, Project Portfolio...
Education
Heidelberg University 1985 — 1986
German as a foreign language
Stephen F. Austin State University 1980 — 1984
B.B.A., Computer Science / Data Processing, Magna Cum Laude
The University of Texas at Austin 1983 — 1983
Business
PlanView, Inc. November 2002 - Present
SAP 2001 - 2002
Computer Sciences Corporation November 1999 - November 2001
American Funds 1989 - 1994
Siemens / TELA Versicherung / Allianz October 1986 - October 1988
Skills
Enterprise Software, Software Project..., Requirements Analysis, Business Analysis, EPM, Project Portfolio...
Education
Heidelberg University 1985 — 1986
German as a foreign language
Stephen F. Austin State University 1980 — 1984
B.B.A., Computer Science / Data Processing, Magna Cum Laude
The University of Texas at Austin 1983 — 1983
Business
Jenn Hoang's American Funds Experience January 2015 - Present
Job Vice President, Sr. Manager, Retirement Plans, DCIO at American Funds
Industry Financial Services
Experience
American Funds January 2015 - Present
American Funds March 2011 - December 2014
American Funds February 2008 - March 2011
American Funds October 2006 - February 2008
American Funds March 2003 - October 2006
Capital Group August 2000 - March 2003
Education
University of Southern California - Marshall School of Business 2004 — 2007
Master of Business Administration (MBA)
Harvard University 1996 — 2000
BA, Government
American Funds January 2015 - Present
American Funds March 2011 - December 2014
American Funds February 2008 - March 2011
American Funds October 2006 - February 2008
American Funds March 2003 - October 2006
Capital Group August 2000 - March 2003
Education
University of Southern California - Marshall School of Business 2004 — 2007
Master of Business Administration (MBA)
Harvard University 1996 — 2000
BA, Government
Jon Wainman's American Funds Experience May 2012 - Present
Job Retirement Plan Counselor at American Funds
Industry Investment Management
Experience
American Funds May 2012 - Present
ING April 2007 - May 2012
Transamerica Retirement Services 2004 - 2007
Fifth Third Bank February 2003 - November 2004
Education
Indiana University - Kelley School of Business 1998 — 2002
BS, Marketing
American Funds May 2012 - Present
ING April 2007 - May 2012
Transamerica Retirement Services 2004 - 2007
Fifth Third Bank February 2003 - November 2004
Education
Indiana University - Kelley School of Business 1998 — 2002
BS, Marketing
Dianne Koske's American Funds Experience Vice President, Dealer Relations ManagerING ADvisors Network2000 - Present
Job National Accounts at American Funds
Industry Financial Services
Experience
American Funds Vice President, Dealer Relations ManagerING ADvisors Network2000 - Present
Education
Ithaca College 1985 — 1989
American Funds Vice President, Dealer Relations ManagerING ADvisors Network2000 - Present
Education
Ithaca College 1985 — 1989
Randy Blanchetti's American Funds Experience January 2007 - May 2010
Job Regional Vice President East
Industry Investment Management
Experience
Principal Financial Group April 2010 - Present
American Funds January 2007 - May 2010
Principal Financial Group 2000 - 2007
Skills
Defined Benefit, Asset Management, Investments, Alternative Investments, Qualified Retirement..., Investment Advisory, Wealth Management, Variable Annuities
Education
James Madison University 1985 — 1989
Bachelor of Science (BS)
Principal Financial Group April 2010 - Present
American Funds January 2007 - May 2010
Principal Financial Group 2000 - 2007
Skills
Defined Benefit, Asset Management, Investments, Alternative Investments, Qualified Retirement..., Investment Advisory, Wealth Management, Variable Annuities
Education
James Madison University 1985 — 1989
Bachelor of Science (BS)
Nikki Yeakel's American Funds Experience 1999 - 2000
Job Client Administration Specialist Invesco Aim / Correspondence Division
Industry Financial Services
Experience
Invesco April 2000 - Present
American Funds 1999 - 2000
Education
Indiana University Bloomington 1986 — 1990
Invesco April 2000 - Present
American Funds 1999 - 2000
Education
Indiana University Bloomington 1986 — 1990
Doug Mehagian's American Funds Experience March 2014 - Present
Job Creative Director at American Funds
Industry Financial Services
Experience
American Funds March 2014 - Present
American Funds December 2007 - March 2014
American Funds December 2004 - December 2007
American Funds November 2001 - December 2004
Forbes Magazine January 1999 - April 2000
Skills
Copy Editing, Copywriting, Editing, Social Media, Mutual Funds, Content Development, Corporate Communications, Web Content, Asset Management, Content Strategy, Journalism, Creative Writing, Equities, Newsletters, Marketing Communications, Investments, Editorial, Digital Marketing, Fixed Income, Marketing
Education
Loyola Marymount University 1986 — 1990
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
American Funds March 2014 - Present
American Funds December 2007 - March 2014
American Funds December 2004 - December 2007
American Funds November 2001 - December 2004
Forbes Magazine January 1999 - April 2000
Skills
Copy Editing, Copywriting, Editing, Social Media, Mutual Funds, Content Development, Corporate Communications, Web Content, Asset Management, Content Strategy, Journalism, Creative Writing, Equities, Newsletters, Marketing Communications, Investments, Editorial, Digital Marketing, Fixed Income, Marketing
Education
Loyola Marymount University 1986 — 1990
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Autumn Nicoletti's American Funds Experience 2002 - 2007
Job See you in the skies!
Industry Individual & Family Services
Experience
Republic Airways Holdings, Inc. June 2013 - Present
Sunshine School House November 2011 - March 2013
Liberty Fund, Inc. May 2007 - October 2011
American Funds 2002 - 2007
Moe Silverman, CLU, American United Life 1998 - 2002
Travel One 1994 - 1998
Skills
Social Media, Customer Service, Strategic Planning, Public Speaking, Team Leadership, Event Management, Higher Education, Event Planning, Coaching, Non-profits, Policy Analysis, Training, Nonprofits, Teaching, Team Building, Budgets, Time Management, Management, Marketing, Leadership Development, Project Planning, Microsoft Excel, Community Outreach, Organizational..., Project Management, Public Relations, Microsoft Office, Fundraising, Change Management, PowerPoint, Sales, Social Networking, Research, Program Development, Teamwork, Volunteer Management, Process Improvement, Politics, Administrative..., Entrepreneurship, System Administration, Leadership, Blogging, Social Media Marketing, Government, Editing, Customer Satisfaction, Staff Development, Outlook, Public Policy
Education
Indiana Wesleyan University 2006 — 2009
Associate's degree, Business Administration, Management and Operations
Republic Airways Holdings, Inc. June 2013 - Present
Sunshine School House November 2011 - March 2013
Liberty Fund, Inc. May 2007 - October 2011
American Funds 2002 - 2007
Moe Silverman, CLU, American United Life 1998 - 2002
Travel One 1994 - 1998
Skills
Social Media, Customer Service, Strategic Planning, Public Speaking, Team Leadership, Event Management, Higher Education, Event Planning, Coaching, Non-profits, Policy Analysis, Training, Nonprofits, Teaching, Team Building, Budgets, Time Management, Management, Marketing, Leadership Development, Project Planning, Microsoft Excel, Community Outreach, Organizational..., Project Management, Public Relations, Microsoft Office, Fundraising, Change Management, PowerPoint, Sales, Social Networking, Research, Program Development, Teamwork, Volunteer Management, Process Improvement, Politics, Administrative..., Entrepreneurship, System Administration, Leadership, Blogging, Social Media Marketing, Government, Editing, Customer Satisfaction, Staff Development, Outlook, Public Policy
Education
Indiana Wesleyan University 2006 — 2009
Associate's degree, Business Administration, Management and Operations
Layla Kim's American Funds Experience February 2000 - Present
Job Sr. Manager at The Capital Group
Industry Financial Services
Experience
American Funds February 2000 - Present
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Financial Services, Investment Management, Asset Allocation, Business Analysis, Fixed Income, Equities, Financial Modeling, Alternative Investments, Strategy
Education
Macalester College 1992 — 1996
Bachelor's degree, English Language and Literature, General
American Funds February 2000 - Present
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Financial Services, Investment Management, Asset Allocation, Business Analysis, Fixed Income, Equities, Financial Modeling, Alternative Investments, Strategy
Education
Macalester College 1992 — 1996
Bachelor's degree, English Language and Literature, General
Brian Munson's American Funds Experience June 2007 - November 2013
Job Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management November 2013 - Present
American Funds June 2007 - November 2013
Curian Capital March 2003 - June 2007
Putnam Investments 1995 - 2003
Colonial Mutual Funds 1994 - 1995
Skills
Consultative Approach, Public Speaking, Separately Managed..., Mentoring, Writing, Series 7, Series 65, Series 63, Series 24, Investments, Portfolio Management, Asset Management
Education
Hamilton College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Weston High School 1985 — 1989
Thornburg Investment Management November 2013 - Present
American Funds June 2007 - November 2013
Curian Capital March 2003 - June 2007
Putnam Investments 1995 - 2003
Colonial Mutual Funds 1994 - 1995
Skills
Consultative Approach, Public Speaking, Separately Managed..., Mentoring, Writing, Series 7, Series 65, Series 63, Series 24, Investments, Portfolio Management, Asset Management
Education
Hamilton College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Weston High School 1985 — 1989
Dene Preston's American Funds Experience September 2013 - Present
Job Print Producer
Industry Financial Services
Experience
Capital Group November 2014 - Present
American Funds September 2013 - Present
Education
Woodbury University 1996 — 1999
Marymount College 1994 — 1996
Capital Group November 2014 - Present
American Funds September 2013 - Present
Education
Woodbury University 1996 — 1999
Marymount College 1994 — 1996
Ryan Doyle, AIF ®'s American Funds Experience June 2011 - Present
Job Retirement Plan Counselor at American Funds
Industry Financial Services
Experience
American Funds June 2011 - Present
American Funds Distributors July 2009 - January 2012
American Funds January 2004 - June 2009
Edward Jones August 2001 - January 2004
Charles Schwab 2000 - 2001
Skills
401k, Mutual Funds, Investments, Asset Allocation, Series 63, Series 7, Retirement Planning, Finance, Securities, Series 6, Wealth Management, Retirement
Education
Indiana University Bloomington 1996 — 2000
BS, Public Management
American Funds June 2011 - Present
American Funds Distributors July 2009 - January 2012
American Funds January 2004 - June 2009
Edward Jones August 2001 - January 2004
Charles Schwab 2000 - 2001
Skills
401k, Mutual Funds, Investments, Asset Allocation, Series 63, Series 7, Retirement Planning, Finance, Securities, Series 6, Wealth Management, Retirement
Education
Indiana University Bloomington 1996 — 2000
BS, Public Management
Betsy Hawkins's American Funds Experience February 1997 - October 1998
Job Regional Marketing Manager East and West at ADESA
Industry Insurance
Experience
ADESA June 2015 - Present
ADESA, Inc. November 2010 - Present
Forethought Financial Services February 2008 - November 2010
Conseco November 2006 - September 2007
Conseco May 2005 - November 2006
Conseco August 2002 - May 2005
Conseco October 2001 - August 2002
Conseco October 1998 - October 2001
American Funds February 1997 - October 1998
Stuart Anderson's Cattle Company July 1991 - February 1997
Skills
Marketing, New Business Development, Training, Direct Marketing, B2B, Event Planning, Marketing Communications, Project Management, Marketing Strategy, Budgets, Advertising, Public Relations, Lead Generation, SDLC, Management, Cross-functional Team..., Insurance, Team Building, Sales Process, Sales, Strategic Planning, Account Management, Editing, Email Marketing, Customer Satisfaction, Sales Operations, Social Media Marketing, Sales Management, Automotive, Trade Shows, Profit, Customer Retention
Education
Indiana University-Purdue University at Indianapolis 1985 — 1988
Bachelor of Science, Business Marketing
Indiana University Bloomington 1982 — 1985
Certificate of Business Studies, Business
Indiana University Bloomington
ADESA June 2015 - Present
ADESA, Inc. November 2010 - Present
Forethought Financial Services February 2008 - November 2010
Conseco November 2006 - September 2007
Conseco May 2005 - November 2006
Conseco August 2002 - May 2005
Conseco October 2001 - August 2002
Conseco October 1998 - October 2001
American Funds February 1997 - October 1998
Stuart Anderson's Cattle Company July 1991 - February 1997
Skills
Marketing, New Business Development, Training, Direct Marketing, B2B, Event Planning, Marketing Communications, Project Management, Marketing Strategy, Budgets, Advertising, Public Relations, Lead Generation, SDLC, Management, Cross-functional Team..., Insurance, Team Building, Sales Process, Sales, Strategic Planning, Account Management, Editing, Email Marketing, Customer Satisfaction, Sales Operations, Social Media Marketing, Sales Management, Automotive, Trade Shows, Profit, Customer Retention
Education
Indiana University-Purdue University at Indianapolis 1985 — 1988
Bachelor of Science, Business Marketing
Indiana University Bloomington 1982 — 1985
Certificate of Business Studies, Business
Indiana University Bloomington
Jennifer Munson's American Funds Experience 2005 - Present
Job Product Specialist at Capital Group
Industry Investment Management
Experience
American Funds 2005 - Present
Education
Miami University 1993 — 1997
American Funds 2005 - Present
Education
Miami University 1993 — 1997
Regina Boon's American Funds Experience June 2010 - Present
Job Mom
Industry Financial Services
Experience
American Funds June 2010 - Present
St. Simon the Apostle Catholic Church August 2008 - June 2010
Lincoln Financial Distributors June 2006 - June 2010
St. Simon the Apostle Catholic Church June 2007 - June 2008
St. Simon the Apostle Catholic Church November 2005 - June 2007
American Funds June 2002 - June 2006
American Funds February 1992 - February 2002
Education
Indiana Wesleyan University 1996 — 1998
MBA, Management
University of the Incarnate Word 1984 — 1993
BBA, Management
Incarnate Word High School 1980 — 1984
High School Diploma, College Preparatory
St. Thomas Moore School 1971 — 1980
Diploma
American Funds June 2010 - Present
St. Simon the Apostle Catholic Church August 2008 - June 2010
Lincoln Financial Distributors June 2006 - June 2010
St. Simon the Apostle Catholic Church June 2007 - June 2008
St. Simon the Apostle Catholic Church November 2005 - June 2007
American Funds June 2002 - June 2006
American Funds February 1992 - February 2002
Education
Indiana Wesleyan University 1996 — 1998
MBA, Management
University of the Incarnate Word 1984 — 1993
BBA, Management
Incarnate Word High School 1980 — 1984
High School Diploma, College Preparatory
St. Thomas Moore School 1971 — 1980
Diploma
Courtney Dykes's American Funds Experience May 2012 - Present
Job Retirement Plans Sales Support Coordinator at American Funds
Industry Financial Services
Experience
American Funds May 2012 - Present
The Hartford Insurance Group January 2009 - May 2012
Spirit & Truth Fellowship International February 2008 - December 2008
Eichhorn & Eichhorn, LLP August 2007 - February 2008
Skills
Customer Service, Outlook, Customer Relations, Word, Excel
Education
Indiana Wesleyan University 2004 — 2007
BS, Business Administration and Management, General
American Funds May 2012 - Present
The Hartford Insurance Group January 2009 - May 2012
Spirit & Truth Fellowship International February 2008 - December 2008
Eichhorn & Eichhorn, LLP August 2007 - February 2008
Skills
Customer Service, Outlook, Customer Relations, Word, Excel
Education
Indiana Wesleyan University 2004 — 2007
BS, Business Administration and Management, General
Scott Hardee's American Funds Experience June 2008 - July 2009
Job Instructional Designer at Anthem, Inc.
Industry Professional Training & Coaching
Experience
Anthem, Inc. August 2013 - Present
The Training Associates January 2011 - December 2012
Wachovia, A Wells Fargo Company August 2010 - January 2011
BCS Voice and Data Solutions December 2009 - May 2010
American Funds June 2008 - July 2009
John Hancock Financial Services April 2006 - June 2008
Integrated Business Solutions May 2004 - July 2004
Ferris, Baker Watts, Inc June 2003 - July 2003
Skills
Windows 7, Siebel, Microsoft Office, Instructor-led Training, Series 7, Coaching, Sales Management, Marketing, Investments, Sales, Insurance, OS X, Training, Relationship Management, Salesforce.com, Sales Process, Team Building, Training Delivery, Public Speaking, Fixed Annuities, Call Center, Financial Services, New Business Development, Account Management, Series 63, Mutual Funds, CRM, Customer Service, Workshop Facilitation, Management, Selling, Employee Training, Instructional Design, Mac OS X, PowerPoint, Camtasia, Articulate Studio, Team Leadership, E-Learning, Leadership, Sales Operations, Process Improvement
Education
Old Dominion University 2000 — 2005
BS, Business Administration; Finance
Keele University 2003 — 2003
Finance, General
Randolph-Macon College 1998 — 2000
Anthem, Inc. August 2013 - Present
The Training Associates January 2011 - December 2012
Wachovia, A Wells Fargo Company August 2010 - January 2011
BCS Voice and Data Solutions December 2009 - May 2010
American Funds June 2008 - July 2009
John Hancock Financial Services April 2006 - June 2008
Integrated Business Solutions May 2004 - July 2004
Ferris, Baker Watts, Inc June 2003 - July 2003
Skills
Windows 7, Siebel, Microsoft Office, Instructor-led Training, Series 7, Coaching, Sales Management, Marketing, Investments, Sales, Insurance, OS X, Training, Relationship Management, Salesforce.com, Sales Process, Team Building, Training Delivery, Public Speaking, Fixed Annuities, Call Center, Financial Services, New Business Development, Account Management, Series 63, Mutual Funds, CRM, Customer Service, Workshop Facilitation, Management, Selling, Employee Training, Instructional Design, Mac OS X, PowerPoint, Camtasia, Articulate Studio, Team Leadership, E-Learning, Leadership, Sales Operations, Process Improvement
Education
Old Dominion University 2000 — 2005
BS, Business Administration; Finance
Keele University 2003 — 2003
Finance, General
Randolph-Macon College 1998 — 2000
Brian Geiger's American Funds Experience June 2012 - Present
Job Regional Vice President and Retirement Plan Counselor at American Funds
Industry Banking
Experience
American Funds June 2012 - Present
Fifth Third Bank February 1992 - May 2012
Education
Miami University 1987 — 1991
American Funds June 2012 - Present
Fifth Third Bank February 1992 - May 2012
Education
Miami University 1987 — 1991
Kim McClelland, MBA's American Funds Experience August 2006 - April 2013
Job Team Leader Operations at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2014 - Present
LA Fitness November 2008 - Present
Edward Jones April 2013 - October 2014
American Funds August 2006 - April 2013
Skills
Public Speaking, Customer Service, Event Planning, Risk Management, Microsoft Office, Microsoft Excel, Leadership, Team Building, Coaching, Analysis, Financial Services, Leadership Development, Mutual Funds, Team Leadership, Data Analysis
Education
Hawaii Pacific University 2000 — 2003
BS, MBA, Math/Finance
Edward Jones October 2014 - Present
LA Fitness November 2008 - Present
Edward Jones April 2013 - October 2014
American Funds August 2006 - April 2013
Skills
Public Speaking, Customer Service, Event Planning, Risk Management, Microsoft Office, Microsoft Excel, Leadership, Team Building, Coaching, Analysis, Financial Services, Leadership Development, Mutual Funds, Team Leadership, Data Analysis
Education
Hawaii Pacific University 2000 — 2003
BS, MBA, Math/Finance
Chandra Brinkley's American Funds Experience September 2007 - August 2010
Job Contract Specialist at Department of the Navy
Industry Financial Services
Experience
Department of the Navy October 2009 - Present
American Funds September 2007 - August 2010
Wharton Aldhizer & Weaver October 2006 - June 2007
Hart Law Offices January 2004 - October 2006
Skills
Government Contracting, Leadership, Process Improvement, Customer Service, Microsoft Office, Analysis, Microsoft Excel, PowerPoint, Access, Risk Management, Federal Government, Government, Outlook, Government Procurement, Strategic Planning, Project Management, Microsoft Word, Contract Management
Education
James Madison University 2003 — 2007
Political Science
Department of the Navy October 2009 - Present
American Funds September 2007 - August 2010
Wharton Aldhizer & Weaver October 2006 - June 2007
Hart Law Offices January 2004 - October 2006
Skills
Government Contracting, Leadership, Process Improvement, Customer Service, Microsoft Office, Analysis, Microsoft Excel, PowerPoint, Access, Risk Management, Federal Government, Government, Outlook, Government Procurement, Strategic Planning, Project Management, Microsoft Word, Contract Management
Education
James Madison University 2003 — 2007
Political Science
Betsy Galvan's American Funds Experience September 2008 - Present
Job Senior Mutual Fund Accountant at American Funds
Industry Accounting
Experience
American Funds September 2008 - Present
The Carlyle Group January 2008 - August 2008
The Carlyle Group February 2006 - December 2007
Driggers & Blackwell January 2005 - February 2006
Education
Louisiana Tech University 2002 — 2005
Bachelor of Science, Accounting
American Funds September 2008 - Present
The Carlyle Group January 2008 - August 2008
The Carlyle Group February 2006 - December 2007
Driggers & Blackwell January 2005 - February 2006
Education
Louisiana Tech University 2002 — 2005
Bachelor of Science, Accounting
Beth Everson's American Funds Experience January 1997 - April 2003
Job Sales at Rawson, L.P.
Industry Industrial Automation
Experience
Rawson, L.P. Inside SalesRegal-Brown, Inc.June 2003 - June 2007
American Funds January 1997 - April 2003
Education
Louisiana State University 1977 — 1980
BS, Finance
Rawson, L.P. Inside SalesRegal-Brown, Inc.June 2003 - June 2007
American Funds January 1997 - April 2003
Education
Louisiana State University 1977 — 1980
BS, Finance
Shannan Watt's American Funds Experience December 2005 - July 2009
Job Administrative Support at Safety Management Group
Industry Construction
Experience
Safety Management Group April 2014 - Present
Regions Financial Corporation January 2013 - March 2014
Safety Management Group September 2012 - December 2012
St. Susanna School July 2010 - May 2012
American Funds December 2005 - July 2009
CIGNA HealthCare of Indiana January 2001 - January 2005
American Funds Distributors August 2000 - April 2001
American Funds Distributors January 1996 - August 2000
American Funds Distributors January 1998 - January 1999
Skills
Training, Marketing, Document Preparation, Employee Training, Call Center, Customer Retention, Curriculum Design, Software Documentation, Leadership Development, Organizational..., Coaching, Employee Benefits, Staff Development, Recruiting, Microsoft Excel, Human Resources, Customer Service
Education
Indiana University 1990 — 1994
Bloomington Bachelor of Arts, Journalism major, Business minor
Indiana University Bloomington
Bachelor of Arts (B.A.), Journalism
Safety Management Group April 2014 - Present
Regions Financial Corporation January 2013 - March 2014
Safety Management Group September 2012 - December 2012
St. Susanna School July 2010 - May 2012
American Funds December 2005 - July 2009
CIGNA HealthCare of Indiana January 2001 - January 2005
American Funds Distributors August 2000 - April 2001
American Funds Distributors January 1996 - August 2000
American Funds Distributors January 1998 - January 1999
Skills
Training, Marketing, Document Preparation, Employee Training, Call Center, Customer Retention, Curriculum Design, Software Documentation, Leadership Development, Organizational..., Coaching, Employee Benefits, Staff Development, Recruiting, Microsoft Excel, Human Resources, Customer Service
Education
Indiana University 1990 — 1994
Bloomington Bachelor of Arts, Journalism major, Business minor
Indiana University Bloomington
Bachelor of Arts (B.A.), Journalism
Laurie Mattison's American Funds Experience 1999 - 2002
Job Team LeaderRetirement Services at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2003 - Present
American Funds 1999 - 2002
Dun & Bradstreet 1992 - 1998
Education
Marian University 1987 — 1992
BA/BS, Business/Psychology
Edward Jones March 2003 - Present
American Funds 1999 - 2002
Dun & Bradstreet 1992 - 1998
Education
Marian University 1987 — 1992
BA/BS, Business/Psychology
Keith George, CLU's American Funds Experience June 2005 - July 2009
Job Wealth Management Consultant at Saybrus
Industry Financial Services
Experience
Saybrus Partners May 2010 - Present
Marketing Financial Services August 2009 - June 2011
American Funds June 2005 - July 2009
Lincoln Financial Distributors June 1999 - June 2005
Skills
Series 6, Series 63, Series 65, Series 24, CLU, Estate Planning, Financial Advisory, Retirement, Retirement Planning, Wealth Management
Education
Indiana University Bloomington 1988 — 1992
B.S., Accounting
Saybrus Partners May 2010 - Present
Marketing Financial Services August 2009 - June 2011
American Funds June 2005 - July 2009
Lincoln Financial Distributors June 1999 - June 2005
Skills
Series 6, Series 63, Series 65, Series 24, CLU, Estate Planning, Financial Advisory, Retirement, Retirement Planning, Wealth Management
Education
Indiana University Bloomington 1988 — 1992
B.S., Accounting
Ben Englehart's American Funds Experience July 2008 - July 2009
Job Regional Sales Director at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners August 2014 - Present
Paychex / ePlan Services November 2010 - July 2014
Adams Outdoor Advertising November 2009 - November 2010
American Funds July 2008 - July 2009
American Funds July 2007 - June 2008
American Funds July 2006 - July 2007
Skills
Business Planning, 401k, Retirement, New Business Development, Customer Service, Management, Retirement Planning, Investments, Employee Benefits, Payroll, Selling, Sales, Human Resources, Project Management, Insurance, Accounting, Cold Calling
Education
Grove City College 2002 — 2006
Bachelor's of Science International Business, Concentration in Finance, Minor in German
Goldleaf Partners August 2014 - Present
Paychex / ePlan Services November 2010 - July 2014
Adams Outdoor Advertising November 2009 - November 2010
American Funds July 2008 - July 2009
American Funds July 2007 - June 2008
American Funds July 2006 - July 2007
Skills
Business Planning, 401k, Retirement, New Business Development, Customer Service, Management, Retirement Planning, Investments, Employee Benefits, Payroll, Selling, Sales, Human Resources, Project Management, Insurance, Accounting, Cold Calling
Education
Grove City College 2002 — 2006
Bachelor's of Science International Business, Concentration in Finance, Minor in German
Vincent Salas's American Funds Experience September 1999 - September 2004
Job Owner/Broker of two Real Estate Companies
Industry Financial Services
Experience
Texas Home Realty January 2009 - Present
VES Finance & Realty, LLC March 2008 - Present
Texas Home Investment Realty March 2008 - Present
Mutual Perspective Insurance July 2011 - July 2012
Falcon Insurance December 2010 - July 2011
RE/MAX 360 September 2007 - March 2008
RE/MAX Alamo Realty April 2004 - September 2007
American Funds September 1999 - September 2004
Sirius Computer Solutions January 1997 - September 1999
Quarton June 1994 - October 1996
Skills
Real Estate, Investors, Short Sales, Investment Properties, Sellers, Referrals, First Time Home Buyers, Real Estate Transactions, Residential Homes, Foreclosures, Investments, Rentals, FHA, REO, Single Family Homes, Brokerage, Relocation, Listings, HUD, Property, New Home Sales
Education
Kaplan University 2010 — 2010
General Lines Property & Casualty Insurance
Texas Tech University 2009 — 2009
Real Estate, Real Estate Brokerage
University of North Texas 2007 — 2009
Real Estate Finance, Investment Real Estate, Short Sales, Pre-foreclosures, Real Estate Auctions, Positive Cash Flow
UTSA 2002 — 2003
BBA Finance, Finance
San Antonio College 1998 — 2002
AAS/Real Estate Managment/Business Management, Basics/Real Estate/Management
Texas Home Realty January 2009 - Present
VES Finance & Realty, LLC March 2008 - Present
Texas Home Investment Realty March 2008 - Present
Mutual Perspective Insurance July 2011 - July 2012
Falcon Insurance December 2010 - July 2011
RE/MAX 360 September 2007 - March 2008
RE/MAX Alamo Realty April 2004 - September 2007
American Funds September 1999 - September 2004
Sirius Computer Solutions January 1997 - September 1999
Quarton June 1994 - October 1996
Skills
Real Estate, Investors, Short Sales, Investment Properties, Sellers, Referrals, First Time Home Buyers, Real Estate Transactions, Residential Homes, Foreclosures, Investments, Rentals, FHA, REO, Single Family Homes, Brokerage, Relocation, Listings, HUD, Property, New Home Sales
Education
Kaplan University 2010 — 2010
General Lines Property & Casualty Insurance
Texas Tech University 2009 — 2009
Real Estate, Real Estate Brokerage
University of North Texas 2007 — 2009
Real Estate Finance, Investment Real Estate, Short Sales, Pre-foreclosures, Real Estate Auctions, Positive Cash Flow
UTSA 2002 — 2003
BBA Finance, Finance
San Antonio College 1998 — 2002
AAS/Real Estate Managment/Business Management, Basics/Real Estate/Management
Karen Phillips Brakebill's American Funds Experience November 1994 - June 1997
Job Senior Attorney at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 1999 - Present
Prudential Securities November 1997 - May 1999
American Funds November 1994 - June 1997
Education
George Mason University School of Law 1983 — 1988
Juris Doctor, Law
University of North Texas 1978 — 1979
BA, Journalism
Texas Tech University 1975 — 1978
Journalism
Wells Fargo Advisors May 1999 - Present
Prudential Securities November 1997 - May 1999
American Funds November 1994 - June 1997
Education
George Mason University School of Law 1983 — 1988
Juris Doctor, Law
University of North Texas 1978 — 1979
BA, Journalism
Texas Tech University 1975 — 1978
Journalism
Alan Dumas's American Funds Experience June 2012 - Present
Job Vice President, Retirement Plan Counselor, American Funds
Industry Financial Services
Experience
American Funds June 2012 - Present
Putnam Investments November 2009 - June 2012
Fidelity Investments April 2004 - November 2009
Principal Financial Group September 1998 - April 2004
Skills
Mutual Funds, Defined Benefit, Series 6, Retirement Planning, Investment Advisory, Investments, ERISA, Retirement Plan..., Wealth Management, Asset Allocation, Pensions, Defined Contribution, Alternative Investments, Investment Strategies, FINRA
Education
Hobart and William Smith Colleges 1991 — 1995
Bachelor's Degree, Economics
American Funds June 2012 - Present
Putnam Investments November 2009 - June 2012
Fidelity Investments April 2004 - November 2009
Principal Financial Group September 1998 - April 2004
Skills
Mutual Funds, Defined Benefit, Series 6, Retirement Planning, Investment Advisory, Investments, ERISA, Retirement Plan..., Wealth Management, Asset Allocation, Pensions, Defined Contribution, Alternative Investments, Investment Strategies, FINRA
Education
Hobart and William Smith Colleges 1991 — 1995
Bachelor's Degree, Economics
Tom Wiegand's American Funds Experience June 2014 - Present
Job Internal Wholesaler at Capital Group
Industry Investment Management
Experience
American Funds June 2014 - Present
Merrill Edge May 2012 - May 2014
Merrill Lynch February 2011 - May 2012
Coastal Carolina University June 2010 - February 2011
Wasserman Media Group October 2008 - May 2010
Skills
Financial Management..., Sales Leadership..., Sales, Consulting, Contract Negotiation, Business Relationship..., Stock Market, Retirement Planning, Strategic Financial..., Wealth Management, Investments, Financial Advisory, Series 7, Mutual Funds, Retirement, Investment Advisory, Sports Marketing, Start-ups, Bonds, 401k, FINRA, Securities, IRAs, ETFs, Fixed Income, Asset Allocation, Finance, Asset Management
Education
Kent State University 2003 — 2008
Bachelors, Business Management and Marketing with Focuses in Finance and Accounting
American Funds June 2014 - Present
Merrill Edge May 2012 - May 2014
Merrill Lynch February 2011 - May 2012
Coastal Carolina University June 2010 - February 2011
Wasserman Media Group October 2008 - May 2010
Skills
Financial Management..., Sales Leadership..., Sales, Consulting, Contract Negotiation, Business Relationship..., Stock Market, Retirement Planning, Strategic Financial..., Wealth Management, Investments, Financial Advisory, Series 7, Mutual Funds, Retirement, Investment Advisory, Sports Marketing, Start-ups, Bonds, 401k, FINRA, Securities, IRAs, ETFs, Fixed Income, Asset Allocation, Finance, Asset Management
Education
Kent State University 2003 — 2008
Bachelors, Business Management and Marketing with Focuses in Finance and Accounting
Raquel Johnson's American Funds Experience August 2007 - Present
Job Client Services Rep Senior American Funds
Industry Financial Services
Experience
American Funds August 2007 - Present
AT&T January 2002 - December 2005
Skills
Mutual Funds, Retirement, Financial Services, IRAs, Employee Benefits, Fixed Annuities, Investment Advisory, Microsoft Excel, Team Building, Customer Retention, Social Media, Event Management
Education
Ivy Tech Community College 1990 — 1991
Certified, Qualified Medical Assistant
North Central High School 1984 — 1988
American Funds August 2007 - Present
AT&T January 2002 - December 2005
Skills
Mutual Funds, Retirement, Financial Services, IRAs, Employee Benefits, Fixed Annuities, Investment Advisory, Microsoft Excel, Team Building, Customer Retention, Social Media, Event Management
Education
Ivy Tech Community College 1990 — 1991
Certified, Qualified Medical Assistant
North Central High School 1984 — 1988
Peter Nyhus's American Funds Experience January 1995 - July 2006
Job
Industry Investment Management
Experience
American Funds January 1995 - July 2006
Putnam Investments September 1986 - December 1994
Education
Gustavus Adolphus College 1956 — 1960
BS, Biology
American Funds January 1995 - July 2006
Putnam Investments September 1986 - December 1994
Education
Gustavus Adolphus College 1956 — 1960
BS, Biology
Matt Adkins's American Funds Experience June 2014 - Present
Job Customer Service Representative at American Funds
Industry Recreational Facilities and Services
Experience
American Funds June 2014 - Present
Cellular Sales March 2014 - June 2014
Gannett DESC May 2013 - January 2014
Enterprise Rent-a-Car November 2010 - May 2013
CMP Midwest Properties LLC May 2007 - November 2010
Skills
Direct Sales, Customer Service, Nonprofit Leadership, Activity Planning, Youth Development, Operational Planning, Marketing, Leadership, Social Media Marketing, Fundraising, Sports, Community Outreach, Volunteer Management, Facebook, Social Media, Team Building, Sales, Social Networking, Microsoft Office, Microsoft Excel, Microsoft Word, Training
Education
Indiana State University 2005 — 2010
BS, Recreation and Sports Management
American Funds June 2014 - Present
Cellular Sales March 2014 - June 2014
Gannett DESC May 2013 - January 2014
Enterprise Rent-a-Car November 2010 - May 2013
CMP Midwest Properties LLC May 2007 - November 2010
Skills
Direct Sales, Customer Service, Nonprofit Leadership, Activity Planning, Youth Development, Operational Planning, Marketing, Leadership, Social Media Marketing, Fundraising, Sports, Community Outreach, Volunteer Management, Facebook, Social Media, Team Building, Sales, Social Networking, Microsoft Office, Microsoft Excel, Microsoft Word, Training
Education
Indiana State University 2005 — 2010
BS, Recreation and Sports Management
Steven Morrissey's American Funds Experience April 2015 - Present
Job Client Relationship Professional
Industry Financial Services
Experience
American Funds April 2015 - Present
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (B.S.), Tourism, Hospitality, and Event Management
American Funds April 2015 - Present
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (B.S.), Tourism, Hospitality, and Event Management
Linda Toth's American Funds Experience 2007 - 2010
Job Senior Manager, AVP at Capital Group
Industry Financial Services
Experience
Capital Group October 2013 - Present
The Capital Group Companies 2010 - Present
PoloQuest - Nonprofit July 1992 - Present
American Funds 2007 - 2010
American Funds 2003 - 2007
Capital Group November 2000 - February 2003
Skills
Training, Retirement Planning, Marketing, Strategy, Mutual Funds, Travel Planning, Waterpolo trips, Sports team trip..., Interviewing Skills, Recruiting, Talent..., Event Planning, Nonprofits, Time Management, Portfolio Management, Finance, Investments, Financial Services, Coaching
Education
Hartwick College 1996 — 2000
BA, Economics, Management, German
Hochschule Mittweida (FH) 1998 — 1999
Bachelor's degree, International Marketing
Szilagyi Erzsebet Gimnazium Eger Hungary 1992 — 1996
The Stony Brook School 1993 — 1994
Capital Group October 2013 - Present
The Capital Group Companies 2010 - Present
PoloQuest - Nonprofit July 1992 - Present
American Funds 2007 - 2010
American Funds 2003 - 2007
Capital Group November 2000 - February 2003
Skills
Training, Retirement Planning, Marketing, Strategy, Mutual Funds, Travel Planning, Waterpolo trips, Sports team trip..., Interviewing Skills, Recruiting, Talent..., Event Planning, Nonprofits, Time Management, Portfolio Management, Finance, Investments, Financial Services, Coaching
Education
Hartwick College 1996 — 2000
BA, Economics, Management, German
Hochschule Mittweida (FH) 1998 — 1999
Bachelor's degree, International Marketing
Szilagyi Erzsebet Gimnazium Eger Hungary 1992 — 1996
The Stony Brook School 1993 — 1994
Karen Peich, MA's American Funds Experience June 2000 - June 2002
Job Recruitment Project Manager at The Novo Group
Industry Human Resources
Experience
The Novo Group July 2012 - Present
Pinstripe July 2010 - October 2012
Edward Jones June 2002 - June 2010
American Funds June 2000 - June 2002
Plasti-Line (Image Point) 1998 - 2000
Plasti-Line (Image Point) 1998 - 2000
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Onboarding, College Recruiting, Internet Recruiting, Employee Relations, Human Resources, Technical Recruiting, Sourcing, Talent Management, HRIS, Performance Management, Screening, Executive Search, Hiring, Leadership, Strategic Sourcing
Education
Lindenwood University 1998 — 2011
Master of Arts, Counseling
University of Tennessee-Knoxville 1992 — 1998
BA, Interdisciplinary Studies, Speech Communication
The Novo Group July 2012 - Present
Pinstripe July 2010 - October 2012
Edward Jones June 2002 - June 2010
American Funds June 2000 - June 2002
Plasti-Line (Image Point) 1998 - 2000
Plasti-Line (Image Point) 1998 - 2000
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Onboarding, College Recruiting, Internet Recruiting, Employee Relations, Human Resources, Technical Recruiting, Sourcing, Talent Management, HRIS, Performance Management, Screening, Executive Search, Hiring, Leadership, Strategic Sourcing
Education
Lindenwood University 1998 — 2011
Master of Arts, Counseling
University of Tennessee-Knoxville 1992 — 1998
BA, Interdisciplinary Studies, Speech Communication
Shannon Emberton, CTFA's American Funds Experience June 2005 - June 2008
Job Sale & Service Coordinator at PNC Wealth Management (Unofficial)
Industry Financial Services
Experience
PNC Wealth Management (Unofficial) October 2014 - Present
PNC Wealth Management (Unofficial) 2014 - Present
Busey Wealth Management July 2013 - Present
PNC Wealth Management (Unofficial) 2014 - 2014
Busey Wealth Management July 2008 - July 2013
American Funds June 2005 - June 2008
Skills
Asset Management, Wealth Management, Investments, Wealth Management..., Portfolio Management, Retirement Planning, Banking, Investment Strategies, Retirement, Asset Allocation, Loans, Credit, Mortgage Lending, Retail Banking, Strategic Financial..., CTFA, Investment Advisory, Financial Planning
Education
Marian University 2000 — 2004
Bachelor of Science (BS), Economics
PNC Wealth Management (Unofficial) October 2014 - Present
PNC Wealth Management (Unofficial) 2014 - Present
Busey Wealth Management July 2013 - Present
PNC Wealth Management (Unofficial) 2014 - 2014
Busey Wealth Management July 2008 - July 2013
American Funds June 2005 - June 2008
Skills
Asset Management, Wealth Management, Investments, Wealth Management..., Portfolio Management, Retirement Planning, Banking, Investment Strategies, Retirement, Asset Allocation, Loans, Credit, Mortgage Lending, Retail Banking, Strategic Financial..., CTFA, Investment Advisory, Financial Planning
Education
Marian University 2000 — 2004
Bachelor of Science (BS), Economics
Elizabeth Rettig, CFE, CUCE's American Funds Experience November 2006 - June 2007
Job Compliance & Risk Manager at Fitzsimons Credit Union
Industry Banking
Experience
Fitzsimons Credit Union June 2015 - Present
Fitzsimons Credit Union March 2011 - June 2015
PNC Bank October 2007 - March 2011
American Funds November 2006 - June 2007
International Investigators, Inc. May 2005 - July 2006
Skills
Bank Secrecy Act, Financial Analysis, Credit, OFAC, AML, USA PATRIOT Act, Banking, Fraud Detection, Fraud, Financial Risk, Customer Service, Risk Management, Finance, Financial Services, Securities, Sales, Loan Origination, Management, Due Diligence, Mortgage Lending, Anti Money Laundering
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Arts, Criminal Justice, Business, Psychology
Fitzsimons Credit Union June 2015 - Present
Fitzsimons Credit Union March 2011 - June 2015
PNC Bank October 2007 - March 2011
American Funds November 2006 - June 2007
International Investigators, Inc. May 2005 - July 2006
Skills
Bank Secrecy Act, Financial Analysis, Credit, OFAC, AML, USA PATRIOT Act, Banking, Fraud Detection, Fraud, Financial Risk, Customer Service, Risk Management, Finance, Financial Services, Securities, Sales, Loan Origination, Management, Due Diligence, Mortgage Lending, Anti Money Laundering
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Arts, Criminal Justice, Business, Psychology
Nick Kerschner's American Funds Experience April 2013 - Present
Job Internal Wholesaler at American Funds
Industry Financial Services
Experience
American Funds April 2013 - Present
Edward Jones December 2010 - January 2013
Taylor Made Plastics Inc. June 2010 - August 2010
Skills
Series 7
Education
Indiana University Bloomington 2005 — 2010
BS, Public Financial Management
Indiana University Bloomington 2005 — 2010
BA, Economics
American Funds April 2013 - Present
Edward Jones December 2010 - January 2013
Taylor Made Plastics Inc. June 2010 - August 2010
Skills
Series 7
Education
Indiana University Bloomington 2005 — 2010
BS, Public Financial Management
Indiana University Bloomington 2005 — 2010
BA, Economics
Roger Bianco's American Funds Experience Regional Vice PresidentVan Kampen InvestmentsMay 1998 - July 2007
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds Regional Vice PresidentVan Kampen InvestmentsMay 1998 - July 2007
Congressman Philip M. Crane January 1996 - April 1997
Education
Illinois State University 1989 — 1993
BS, Poilitcal Science - International Relations
American Funds Regional Vice PresidentVan Kampen InvestmentsMay 1998 - July 2007
Congressman Philip M. Crane January 1996 - April 1997
Education
Illinois State University 1989 — 1993
BS, Poilitcal Science - International Relations
Bruce Randall, CEP's American Funds Experience October 2006 - April 2011
Job Special Project and Implementation Manager at Solium
Industry Financial Services
Experience
Solium July 2013 - Present
Solium Capital April 2011 - July 2013
American Funds October 2006 - April 2011
Iowa State University May 2004 - June 2006
Skills
Data Analysis, Research, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Access, Outlook, Analysis, Leadership
Education
Iowa State University 2004 — 2006
Masters, Human Development and Family Studies
University of Northern Iowa 2000 — 2004
BA, Family Science
Solium July 2013 - Present
Solium Capital April 2011 - July 2013
American Funds October 2006 - April 2011
Iowa State University May 2004 - June 2006
Skills
Data Analysis, Research, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Access, Outlook, Analysis, Leadership
Education
Iowa State University 2004 — 2006
Masters, Human Development and Family Studies
University of Northern Iowa 2000 — 2004
BA, Family Science
Susan Sigman, SHRM-SCP, SPHR's American Funds Experience July 1995 - June 1997
Job Human Resource Manager (Talent Development Manager) at Schmidt Associates
Industry Architecture & Planning
Experience
Schmidt Associates April 2000 - Present
Wurth Service Supply August 1998 - March 2000
Conseco June 1997 - August 1998
American Funds July 1995 - June 1997
Skills
Human Resources, Personnel Management, Project Management, Budgets, Employee Relations, Strategic Planning, Senior Human Resource..., Microsoft Office, Project Planning, Employee Benefits, Event Planning, Recruiting, Performance Management, Compensation, Benefits Administration, SPHR, Talent Management, Onboarding, FMLA
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.) in Business, Human Resource Management
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.) in Business, Management
Schmidt Associates April 2000 - Present
Wurth Service Supply August 1998 - March 2000
Conseco June 1997 - August 1998
American Funds July 1995 - June 1997
Skills
Human Resources, Personnel Management, Project Management, Budgets, Employee Relations, Strategic Planning, Senior Human Resource..., Microsoft Office, Project Planning, Employee Benefits, Event Planning, Recruiting, Performance Management, Compensation, Benefits Administration, SPHR, Talent Management, Onboarding, FMLA
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.) in Business, Human Resource Management
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.) in Business, Management
Dragan Minic's American Funds Experience December 2005 - August 2009
Job linguist at US Government
Industry Government Administration
Experience
US Government April 2007 - Present
American Funds December 2005 - August 2009
TRW, Northrop Grumman April 2000 - November 2003
TRW April 1999 - April 2000
BDM, TRW December 1995 - April 1999
Skills
International Relations, Government, Security Clearance, Public Speaking, Program Management, Defense, Intelligence Analysis, Military, DoD, Government Contracting, Army, Intelligence, Counterterrorism, National Security, Top Secret, Military Operations
Education
Thunderbird School of Global Management 1991 — 1993
Master of International Management
Marquette University 1986 — 1990
Bachelor of Arts, History, Political Science
US Government April 2007 - Present
American Funds December 2005 - August 2009
TRW, Northrop Grumman April 2000 - November 2003
TRW April 1999 - April 2000
BDM, TRW December 1995 - April 1999
Skills
International Relations, Government, Security Clearance, Public Speaking, Program Management, Defense, Intelligence Analysis, Military, DoD, Government Contracting, Army, Intelligence, Counterterrorism, National Security, Top Secret, Military Operations
Education
Thunderbird School of Global Management 1991 — 1993
Master of International Management
Marquette University 1986 — 1990
Bachelor of Arts, History, Political Science
Suzanne DeBartolo's American Funds Experience 1992 - 1995
Job Customer Service Representative at Elk Grove Park District
Industry Banking
Experience
Elk Grove Park District October 2011 - Present
GreatBanc Trust Company October 2008 - May 2011
Michael Stone Group 2005 - 2008
American Funds 1992 - 1995
Skills
Accounting, Data Entry, Deposits, Financial Analysis, Strategic Financial..., Customer Service, Microsoft Money, Cash Management, Outlook, Microsoft Excel, Office Management, Microsoft Word, Balance, Microsoft Office, Financial Statements, Lines Of Credit, Investments, Credit
Education
Old Dominion University 1993 — 1995
Professional Financial Planner, Finance, Passed
Lake Forest College 1985 — 1989
Bachelor of Arts, Accounting/Business
Elk Grove Park District October 2011 - Present
GreatBanc Trust Company October 2008 - May 2011
Michael Stone Group 2005 - 2008
American Funds 1992 - 1995
Skills
Accounting, Data Entry, Deposits, Financial Analysis, Strategic Financial..., Customer Service, Microsoft Money, Cash Management, Outlook, Microsoft Excel, Office Management, Microsoft Word, Balance, Microsoft Office, Financial Statements, Lines Of Credit, Investments, Credit
Education
Old Dominion University 1993 — 1995
Professional Financial Planner, Finance, Passed
Lake Forest College 1985 — 1989
Bachelor of Arts, Accounting/Business
Windy Caudill Noble's American Funds Experience June 2000 - Present
Job Sr Business Analyst at American Funds
Industry Investment Management
Experience
American Funds June 2000 - Present
Education
Indiana University-Purdue University at Indianapolis 2003 — 2006
Master of Business Administration, Finance
Valparaiso University 1996 — 2000
Bachelor of Science, Business Administration / Finance
Portage High School
American Funds June 2000 - Present
Education
Indiana University-Purdue University at Indianapolis 2003 — 2006
Master of Business Administration, Finance
Valparaiso University 1996 — 2000
Bachelor of Science, Business Administration / Finance
Portage High School
Adam Peden's American Funds Experience June 2007 - October 2012
Job Global Securities Senior Pricing Associate at Capital Group
Industry Investment Management
Experience
Capital Group Global Securities Pricing AssociateCapital GroupNovember 2012 - April 2014
American Funds June 2007 - October 2012
Skills
Bloomberg, Reuters 3000, Telekurs
Education
Old Dominion University - College of Business and Public Administration 2008 — 2011
Master of Business Administration (M.B.A.), Finance, General
James Madison University 2002 — 2006
Bachelor of Science (BS), Public Administration
Capital Group Global Securities Pricing AssociateCapital GroupNovember 2012 - April 2014
American Funds June 2007 - October 2012
Skills
Bloomberg, Reuters 3000, Telekurs
Education
Old Dominion University - College of Business and Public Administration 2008 — 2011
Master of Business Administration (M.B.A.), Finance, General
James Madison University 2002 — 2006
Bachelor of Science (BS), Public Administration
Craig Noakes's American Funds Experience April 2011 - September 2013
Job Portfolio Analyst
Industry Hospital & Health Care
Experience
TriMedx September 2013 - Present
American Funds April 2011 - September 2013
Royal United Mortgage October 2010 - April 2011
Skills
Investments, Securities, 401k, Asset Allocation, Equities, Financial Services, Asset Management, Alternative Investments
Education
Indiana University-Purdue University at Indianapolis 2006 — 2010
Bachelor of Science (BS), Finance, General
LaPorte High School 2002 — 2006
Honors Diploma, Business/Commerce, General
TriMedx September 2013 - Present
American Funds April 2011 - September 2013
Royal United Mortgage October 2010 - April 2011
Skills
Investments, Securities, 401k, Asset Allocation, Equities, Financial Services, Asset Management, Alternative Investments
Education
Indiana University-Purdue University at Indianapolis 2006 — 2010
Bachelor of Science (BS), Finance, General
LaPorte High School 2002 — 2006
Honors Diploma, Business/Commerce, General
Chris Legeay's American Funds Experience March 2001 - Present
Job Team Manager at American Funds
Industry Investment Management
Experience
American Funds March 2001 - Present
Skills
Mutual Funds, Financial Services, 401k, FINRA, Relationship Management, Retirement
Education
Indiana University - Kelley School of Business
Bachelor of Science (BS), Finance, General
American Funds March 2001 - Present
Skills
Mutual Funds, Financial Services, 401k, FINRA, Relationship Management, Retirement
Education
Indiana University - Kelley School of Business
Bachelor of Science (BS), Finance, General
Renee Ferrucci's American Funds Experience October 2003 - September 2004
Job EXPERIENCED LEADER
Industry Retail
Experience
Pearle Vision April 2010 - Present
LensCrafters November 2004 - March 2010
AMERICAN FUNDS October 2003 - September 2004
Skills
Microsoft Office, Management, Research, Sales, Leadership, Training, Community Outreach, Marketing, Communication, Writing, Business Analysis, Event Planning, Business Performance...
Education
Gettysburg College 1998 — 2002
Bachelor's Degree, ANTHROPOLOGY / SOCIOLOGY WITH MINOR IN CREATIVE WRITING, 3.4GPA
Pearle Vision April 2010 - Present
LensCrafters November 2004 - March 2010
AMERICAN FUNDS October 2003 - September 2004
Skills
Microsoft Office, Management, Research, Sales, Leadership, Training, Community Outreach, Marketing, Communication, Writing, Business Analysis, Event Planning, Business Performance...
Education
Gettysburg College 1998 — 2002
Bachelor's Degree, ANTHROPOLOGY / SOCIOLOGY WITH MINOR IN CREATIVE WRITING, 3.4GPA
Sharon Stopf's American Funds Experience November 2006 - May 2007
Job HR Generalist at Networking Technologies and Support, Inc.
Industry Information Technology and Services
Experience
Networking Technologies and Support, Inc. June 2010 - Present
American Funds November 2006 - May 2007
SI International May 2002 - August 2006
Skills
Customer Service, Policy, Training, Human Resources, Payroll, Team Building, Process Improvement, Outlook, Microsoft Office, Microsoft Excel, Management, Leadership, Project Management, Personnel Management, Applicant Tracking..., Employee Relations, Onboarding
Education
Liberty University 2014 — 2017
Master of Business Administration (MBA), Human Resources Concentration
Southern New Hampshire University 2002 — 2009
BS, Accounting
Networking Technologies and Support, Inc. June 2010 - Present
American Funds November 2006 - May 2007
SI International May 2002 - August 2006
Skills
Customer Service, Policy, Training, Human Resources, Payroll, Team Building, Process Improvement, Outlook, Microsoft Office, Microsoft Excel, Management, Leadership, Project Management, Personnel Management, Applicant Tracking..., Employee Relations, Onboarding
Education
Liberty University 2014 — 2017
Master of Business Administration (MBA), Human Resources Concentration
Southern New Hampshire University 2002 — 2009
BS, Accounting
David Greenwalt's American Funds Experience April 2011 - Present
Job Advisor Marketing Representative at American Funds
Industry Investment Management
Experience
American Funds April 2011 - Present
Skills
Marketing, Customer Satisfaction, Salesforce.com, Financial Consulting
Education
Indiana University Bloomington
Bachelor of Science, Real Estate Finance
City of Westminster College
American Funds April 2011 - Present
Skills
Marketing, Customer Satisfaction, Salesforce.com, Financial Consulting
Education
Indiana University Bloomington
Bachelor of Science, Real Estate Finance
City of Westminster College
Bill Gobble's American Funds Experience June 2003 - Present
Job Analyst at American Funds
Industry Financial Services
Experience
American Funds June 2003 - Present
Education
Liberty University
Master of Business Administration (MBA)
Virginia Wesleyan College
Bachelor's degree, Business Administration and Management, General
American Funds June 2003 - Present
Education
Liberty University
Master of Business Administration (MBA)
Virginia Wesleyan College
Bachelor's degree, Business Administration and Management, General
Michael Melloh's American Funds Experience June 2014 - Present
Job Account Executive
Industry Marketing and Advertising
Experience
Salesforce September 2015 - Present
American Funds June 2014 - Present
American Funds May 2011 - May 2014
American Funds May 2008 - April 2011
Skills
401k, Sales, Retirement Plan..., Mutual Funds, Territory Management, Salesforce.com, Series 6, Series 63, Series 65, Life & Health Insurance..., Qualified Retirement...
Education
Indiana University - Kelley School of Business
Bachelor's degree, Marketing
Salesforce September 2015 - Present
American Funds June 2014 - Present
American Funds May 2011 - May 2014
American Funds May 2008 - April 2011
Skills
401k, Sales, Retirement Plan..., Mutual Funds, Territory Management, Salesforce.com, Series 6, Series 63, Series 65, Life & Health Insurance..., Qualified Retirement...
Education
Indiana University - Kelley School of Business
Bachelor's degree, Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY