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
American Funds List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at American Funds. You can filter them based on skills, years of employment, job, education, department, and prior employment.
American Funds Salaries. You can even request information on how much does American Funds pay if you want to. Learn about salaries, pros and cons of working for American Funds directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
872 American Funds employees in database. Find out everything there's to know about American Funds employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
American Funds Employees
Employee
Years
Job
Industry
Beth Tibbetts, QKA Beth Tibbetts, QKA's American Funds Experience July 1993 - July 2009
Job Pension Administrator at PBMares, LLP
Industry Financial Services
Experience
PBMares, LLP February 2015 - Present
Dixon Hughes Goodman LLP August 2014 - December 2014
Old Point Trust November 2009 - July 2014
American Funds July 1993 - July 2009
Skills
Project Management, 401k, Retirement, ERISA, Employee Benefits, Retirement Planning, Financial Services, Defined Benefit, Pensions, Benefits Administration, Mutual Funds, Retirement Plan..., Pension Administration, Wealth Management, Financial Analysis, Finance, Financial Advisory, Investments, Payroll, Public Speaking, Series 63, Strategy
Education
American Institute of Paralegal Studies 1990 — 1991
Paralegal Certification
Radford University - College of Business and Economics 1985 — 1988
BBA, Small Business/Psychology
PBMares, LLP February 2015 - Present
Dixon Hughes Goodman LLP August 2014 - December 2014
Old Point Trust November 2009 - July 2014
American Funds July 1993 - July 2009
Skills
Project Management, 401k, Retirement, ERISA, Employee Benefits, Retirement Planning, Financial Services, Defined Benefit, Pensions, Benefits Administration, Mutual Funds, Retirement Plan..., Pension Administration, Wealth Management, Financial Analysis, Finance, Financial Advisory, Investments, Payroll, Public Speaking, Series 63, Strategy
Education
American Institute of Paralegal Studies 1990 — 1991
Paralegal Certification
Radford University - College of Business and Economics 1985 — 1988
BBA, Small Business/Psychology
Thomas Lucas's American Funds Experience July 2014 - Present
Job Area Sales Representative at American Funds
Industry Financial Services
Experience
American Funds July 2014 - Present
American Funds June 2013 - June 2014
The Hartford November 2012 - April 2013
Kaplan Test Prep and Admissions September 2011 - April 2012
Wells-Fargo Advisors June 2011 - August 2011
Erie Parking Authority May 2009 - May 2011
Skills
Finance, Customer Service, Cold Calling, Mutual Funds, Financial Services, Microsoft Word
Education
Penn State University 2008 — 2012
BS, Marketing
Smeal College of Business 2008 — 2012
Bachelor of Science (BS), Marketing
Cathedral Preparatory School 2004 — 2008
American Funds July 2014 - Present
American Funds June 2013 - June 2014
The Hartford November 2012 - April 2013
Kaplan Test Prep and Admissions September 2011 - April 2012
Wells-Fargo Advisors June 2011 - August 2011
Erie Parking Authority May 2009 - May 2011
Skills
Finance, Customer Service, Cold Calling, Mutual Funds, Financial Services, Microsoft Word
Education
Penn State University 2008 — 2012
BS, Marketing
Smeal College of Business 2008 — 2012
Bachelor of Science (BS), Marketing
Cathedral Preparatory School 2004 — 2008
Rosie Garcia Rosie Garcia's American Funds Experience December 2003 - February 2010
Job Operations Analyst at AllianceBernstein.
Industry Financial Services
Experience
AllianceBernstein June 2014 - Present
U.S. Global Investors December 2013 - June 2014
U.S. Global Investors May 2011 - December 2013
American Funds December 2003 - February 2010
Skills
Mutual Funds, Asset Management, Series 63, Alternative Investments, Equities, Investments, Asset Allocation, Investment Strategies, FINRA, Investment Advisory, Series 6, Series 26, Microsoft Access, Microsoft Excel, Series 65, Securities, Business Correspondence, Procedure Development, IRAs, Analysis, Access
Education
San Antonio College
The University of Texas at San Antonio
AllianceBernstein June 2014 - Present
U.S. Global Investors December 2013 - June 2014
U.S. Global Investors May 2011 - December 2013
American Funds December 2003 - February 2010
Skills
Mutual Funds, Asset Management, Series 63, Alternative Investments, Equities, Investments, Asset Allocation, Investment Strategies, FINRA, Investment Advisory, Series 6, Series 26, Microsoft Access, Microsoft Excel, Series 65, Securities, Business Correspondence, Procedure Development, IRAs, Analysis, Access
Education
San Antonio College
The University of Texas at San Antonio
Audrey Newby's American Funds Experience January 2006 - September 2009
Job Property Manager at Holland Residential
Industry Real Estate
Experience
Holland Partner Group July 2012 - Present
Holland Partner Group January 2012 - July 2012
Behringer Harvard Residential January 2011 - June 2011
Holland Partner Group September 2009 - November 2010
American Funds January 2006 - September 2009
Camden Property Trust 2004 - 2006
Skills
Fair Housing, Leases, Property Management, Apartments, Yardi, Rentals, Budget Process, Customer Service, Employee Training, Employee Management, Yardi Property..., Lease Administration, Resident Retention, Contract Negotiation, LRO, Team Leadership, Sales
Education
Ottawa University-Phoenix 2008 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General Human Resources
Holland Partner Group July 2012 - Present
Holland Partner Group January 2012 - July 2012
Behringer Harvard Residential January 2011 - June 2011
Holland Partner Group September 2009 - November 2010
American Funds January 2006 - September 2009
Camden Property Trust 2004 - 2006
Skills
Fair Housing, Leases, Property Management, Apartments, Yardi, Rentals, Budget Process, Customer Service, Employee Training, Employee Management, Yardi Property..., Lease Administration, Resident Retention, Contract Negotiation, LRO, Team Leadership, Sales
Education
Ottawa University-Phoenix 2008 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General Human Resources
Christopher Fain, MBA Christopher Fain, MBA's American Funds Experience November 2006 - Present
Job Client Services Specialist
Industry Financial Services
Experience
American Funds November 2006 - Present
Hilton Scottsdale Resort August 2005 - November 2006
Skills
Customer Service, Mutual Funds, Financial Services, Microsoft Excel, Investments, Microsoft Office, Financial Analysis, Business Analysis, Accounting, Auditing, Web Services, Professional Phone..., PowerPoint, Leadership, Finance
Education
W. P. Carey School of Business at Arizona State University 2009 — 2011
Master, Business Administration
Northern Arizona University 1997 — 2001
Bachelor of Science, Hotel and Restaurant Management
American Funds November 2006 - Present
Hilton Scottsdale Resort August 2005 - November 2006
Skills
Customer Service, Mutual Funds, Financial Services, Microsoft Excel, Investments, Microsoft Office, Financial Analysis, Business Analysis, Accounting, Auditing, Web Services, Professional Phone..., PowerPoint, Leadership, Finance
Education
W. P. Carey School of Business at Arizona State University 2009 — 2011
Master, Business Administration
Northern Arizona University 1997 — 2001
Bachelor of Science, Hotel and Restaurant Management
Megan Salib Megan Salib's American Funds Experience May 2015 - Present
Job Client Services Representative at American Funds
Industry Financial Services
Experience
American Funds May 2015 - Present
Pharaoh's Jewelers June 2006 - May 2015
PW Companies, LLC May 2014 - September 2014
Skills
Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Event Planning, Microsoft Excel, Social Media, Research, Teamwork, Facebook, Social Networking, Community Outreach
Education
St. Mary's University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
American Funds May 2015 - Present
Pharaoh's Jewelers June 2006 - May 2015
PW Companies, LLC May 2014 - September 2014
Skills
Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Event Planning, Microsoft Excel, Social Media, Research, Teamwork, Facebook, Social Networking, Community Outreach
Education
St. Mary's University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Martin Trevino's American Funds Experience 1989 - 1999
Job Experienced Ops. Manager, in Startup Management, Lean Manufacturing in the Production and Manufacturing Industries.
Industry Education Management
Experience
ResourceMFG 2013 - 2014
Pearson Assessments 2001 - November 2012
NCS Pearson October 1999 - March 2001
American Funds 1989 - 1999
Capital Group 1989 - 1999
Skills
Problem Solving, Production Managment, Quality Assurance, Staff Development, Staff Management, Process Improvement, Team Leadership, Strategic Planning, Customer Satisfaction, Iso 9000, Managing Start-ups, Safety, Vendor Management, Lean Manufacturing, Bilingual
Education
University of Tennessee-Knoxville
Lean Enterprise System Design
San Antonio College 1983 — 1985
ResourceMFG 2013 - 2014
Pearson Assessments 2001 - November 2012
NCS Pearson October 1999 - March 2001
American Funds 1989 - 1999
Capital Group 1989 - 1999
Skills
Problem Solving, Production Managment, Quality Assurance, Staff Development, Staff Management, Process Improvement, Team Leadership, Strategic Planning, Customer Satisfaction, Iso 9000, Managing Start-ups, Safety, Vendor Management, Lean Manufacturing, Bilingual
Education
University of Tennessee-Knoxville
Lean Enterprise System Design
San Antonio College 1983 — 1985
Joe Cronin Joe Cronin's American Funds Experience August 2000 - Present
Job Sales at American Funds
Industry Investment Management
Experience
American Funds August 2000 - Present
Franklin Templeton Investments April 1989 - June 2000
Skills
Mutual Funds, Investments, Series 7, Asset Management, Asset Allocation, Series 63, Alternative Investments, Equities, Portfolio Management, Fixed Income, Wealth Management, Securities, Retirement Planning, Financial Services, 401k
Education
Santa Clara University 1982 — 1986
American Funds August 2000 - Present
Franklin Templeton Investments April 1989 - June 2000
Skills
Mutual Funds, Investments, Series 7, Asset Management, Asset Allocation, Series 63, Alternative Investments, Equities, Portfolio Management, Fixed Income, Wealth Management, Securities, Retirement Planning, Financial Services, 401k
Education
Santa Clara University 1982 — 1986
Jane Lodde's American Funds Experience January 1998 - May 2005
Job Account Manager at Southern Wine and Spirits
Industry Food & Beverages
Experience
Southern Wine and Spirits Account ManagerSouthern Wine and SpiritsMay 2014 - Present
Coca Cola Refreshments May 2008 - May 2014
DRG Publishing May 2005 - May 2008
American Funds January 1998 - May 2005
Skills
Strategic Planning, Key Account Development, Grocery, Sales Operations, Sales, Forecasting, Sales Management, Market Planning, Direct Store Delivery, Key Account Management, Competitive Analysis
Education
Purdue University
Bachelors, Education
Southern Wine and Spirits Account ManagerSouthern Wine and SpiritsMay 2014 - Present
Coca Cola Refreshments May 2008 - May 2014
DRG Publishing May 2005 - May 2008
American Funds January 1998 - May 2005
Skills
Strategic Planning, Key Account Development, Grocery, Sales Operations, Sales, Forecasting, Sales Management, Market Planning, Direct Store Delivery, Key Account Management, Competitive Analysis
Education
Purdue University
Bachelors, Education
Brian Derrico Brian Derrico's American Funds Experience December 2012 - Present
Job Divisional Wholesaler Senior Manager at American Funds
Industry Financial Services
Experience
American Funds December 2012 - Present
American Funds July 2001 - November 2004
Northwestern Mutual May 1998 - June 2001
Skills
Series 7, Investments, Mutual Funds, Financial Services, Retirement, Securities, Asset Allocation, Finance, Relationship Management, Investment Advisory, Portfolio Management
Education
Randolph-Macon College 1994 — 1998
Bachelor's degree, Sociology and Business, 3.89
American Funds December 2012 - Present
American Funds July 2001 - November 2004
Northwestern Mutual May 1998 - June 2001
Skills
Series 7, Investments, Mutual Funds, Financial Services, Retirement, Securities, Asset Allocation, Finance, Relationship Management, Investment Advisory, Portfolio Management
Education
Randolph-Macon College 1994 — 1998
Bachelor's degree, Sociology and Business, 3.89
Sandee Curry's American Funds Experience March 2014 - September 2014
Job Managing Editor, True North Custom Media
Industry Marketing and Advertising
Experience
True North Custom September 2014 - Present
New Texture 2009 - Present
American Funds March 2014 - September 2014
American Funds December 2007 - February 2014
American Funds January 2006 - November 2007
ACI Institute September 1999 - January 2007
Aquent September 2004 - December 2005
Skills
Journalism, Advertising, Technical Writing, Content Strategy, Media Relations, Books, Copywriting, Copy Editing, Newsletters, Proofreading, Content Management, Editing, Web Content, Creative Writing, Press Releases, AP Style, Corporate Communications, Marketing Communications, Freelance Writing, Teaching, Fact-checking, Feature Articles, English grammar, Mentoring, Content Development, SEO, Fiction, Project Management, Content Writing, Internal Communications, Web Editing, Non-fiction, Grammar, FileMaker, Adobe Acrobat, Text Editing, Publications, Blogging, Publishing, Editorial, Storytelling, Magazines, Social Networking, Facebook, Social Media, Online Journalism, Digital Media, Writing, Marketing
Education
Poynter 2014 — 2014
Poynter ACES Certificate in Editing, Editing
University of Alabama 1992 — 1997
BA, English Literature/Creative Writing
Southern Oregon University 1995 — 1996
Creative Writing
True North Custom September 2014 - Present
New Texture 2009 - Present
American Funds March 2014 - September 2014
American Funds December 2007 - February 2014
American Funds January 2006 - November 2007
ACI Institute September 1999 - January 2007
Aquent September 2004 - December 2005
Skills
Journalism, Advertising, Technical Writing, Content Strategy, Media Relations, Books, Copywriting, Copy Editing, Newsletters, Proofreading, Content Management, Editing, Web Content, Creative Writing, Press Releases, AP Style, Corporate Communications, Marketing Communications, Freelance Writing, Teaching, Fact-checking, Feature Articles, English grammar, Mentoring, Content Development, SEO, Fiction, Project Management, Content Writing, Internal Communications, Web Editing, Non-fiction, Grammar, FileMaker, Adobe Acrobat, Text Editing, Publications, Blogging, Publishing, Editorial, Storytelling, Magazines, Social Networking, Facebook, Social Media, Online Journalism, Digital Media, Writing, Marketing
Education
Poynter 2014 — 2014
Poynter ACES Certificate in Editing, Editing
University of Alabama 1992 — 1997
BA, English Literature/Creative Writing
Southern Oregon University 1995 — 1996
Creative Writing
Maria Cacciotti White Maria Cacciotti White's American Funds Experience August 1995 - September 2001
Job Human Resources/Training Professional
Industry Human Resources
Experience
Willett Financial Services August 2006 - May 2008
American Funds August 1995 - September 2001
Arthur Andersen & Co. June 1994 - August 1995
The Industrial Bank of Japan, LTD. July 1991 - June 1994
Education
San Diego State University-California State University 1987 — 1991
B.A., Industrial/Organizational Psychology
University of California, San Diego 1986 — 1987
Psychology
Willett Financial Services August 2006 - May 2008
American Funds August 1995 - September 2001
Arthur Andersen & Co. June 1994 - August 1995
The Industrial Bank of Japan, LTD. July 1991 - June 1994
Education
San Diego State University-California State University 1987 — 1991
B.A., Industrial/Organizational Psychology
University of California, San Diego 1986 — 1987
Psychology
Michelle Velasquez Michelle Velasquez's American Funds Experience September 1992 - May 2001
Job Compliance Analyst at USAA
Industry Financial Services
Experience
USAA July 2014 - Present
Citi February 2002 - June 2013
American Funds September 1992 - May 2001
Education
Our Lady of the Lake University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
St. Mary's University 1989 — 1991
Bachelor's Degree, Finance
USAA July 2014 - Present
Citi February 2002 - June 2013
American Funds September 1992 - May 2001
Education
Our Lady of the Lake University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
St. Mary's University 1989 — 1991
Bachelor's Degree, Finance
Elijah Daniel Elijah Daniel's American Funds Experience January 2015 - Present
Job Client Services Representative at American Funds
Industry Investment Banking
Experience
American Funds January 2015 - Present
McDonald's Corporation December 2011 - October 2014
Skills
Leadership, Profit, Management, Customer Service, Interpersonal..., Training, Microsoft Office, Data Entry, Phone Etiquette, Labor Control, Customer Satisfaction, Team Leadership, Time Management, Easily Adaptable, Organization Skills, Hospitality Management, Interpersonal Leadership, Organizational..., Problem Management, Teamwork, Collaborative Problem..., Communication, Food Preparation, Analytic Problem Solving, Organizational..., Cashiering, Problem Solving, Strategic Communications, Restaurant Management, Serve Safe Certified, Food Service, Restaurants, Cash Register, Cash Handling Experience, Team Building, Inventory Management, POS, Food Safety, Hiring, Microsoft Word, Microsoft Excel, PowerPoint, Inventory Control, Social Media, Store Management, Event Planning
Education
Northwest Vista College 2013 — 2014
Associate of Arts (A.A.), Business Administration and Management, General, 4.0
The University of Texas at San Antonio Honors College
Bachelor of Business Administration (B.B.A.), Finance
American Funds January 2015 - Present
McDonald's Corporation December 2011 - October 2014
Skills
Leadership, Profit, Management, Customer Service, Interpersonal..., Training, Microsoft Office, Data Entry, Phone Etiquette, Labor Control, Customer Satisfaction, Team Leadership, Time Management, Easily Adaptable, Organization Skills, Hospitality Management, Interpersonal Leadership, Organizational..., Problem Management, Teamwork, Collaborative Problem..., Communication, Food Preparation, Analytic Problem Solving, Organizational..., Cashiering, Problem Solving, Strategic Communications, Restaurant Management, Serve Safe Certified, Food Service, Restaurants, Cash Register, Cash Handling Experience, Team Building, Inventory Management, POS, Food Safety, Hiring, Microsoft Word, Microsoft Excel, PowerPoint, Inventory Control, Social Media, Store Management, Event Planning
Education
Northwest Vista College 2013 — 2014
Associate of Arts (A.A.), Business Administration and Management, General, 4.0
The University of Texas at San Antonio Honors College
Bachelor of Business Administration (B.B.A.), Finance
Randall Blaton Randall Blaton's American Funds Experience February 2015 - June 2015
Job at
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Pacific Sales Kitchen, Bath & Electronics March 2015 - Present
American Funds February 2015 - June 2015
Best Buy August 2014 - March 2015
Saint Louis University May 2013 - May 2014
Bush Student Center February 2012 - May 2014
Jason's Deli April 2009 - January 2012
Six Flags March 2007 - July 2008
Skills
Certified SAP Consultant, Bilingual, Microsoft Office, Microsoft Excel, Photoshop, PowerPoint, Event Planning, Leadership, Teamwork, Social Networking, Time Management, Microsoft Word, Customer Service
Education
Saint Louis University 2012 — 2014
International Business, 3.0
The University of Texas at San Antonio 2009 — 2011
Wells Fargo July 2015 - Present
Pacific Sales Kitchen, Bath & Electronics March 2015 - Present
American Funds February 2015 - June 2015
Best Buy August 2014 - March 2015
Saint Louis University May 2013 - May 2014
Bush Student Center February 2012 - May 2014
Jason's Deli April 2009 - January 2012
Six Flags March 2007 - July 2008
Skills
Certified SAP Consultant, Bilingual, Microsoft Office, Microsoft Excel, Photoshop, PowerPoint, Event Planning, Leadership, Teamwork, Social Networking, Time Management, Microsoft Word, Customer Service
Education
Saint Louis University 2012 — 2014
International Business, 3.0
The University of Texas at San Antonio 2009 — 2011
Michelle Combs Michelle Combs's American Funds Experience April 2009 - August 2013
Job Client Service Manager at July Business Services
Industry Financial Services
Experience
July Business Services August 2015 - Present
Plan Administrators Inc. - PAi September 2013 - August 2015
American Funds April 2009 - August 2013
American Funds Distributors March 2005 - April 2009
American Funds Distributors October 2003 - March 2005
American Funds Group 1994 - 2003
American funds Group 1992 - 1994
Skills
Mutual Funds, Relationship Management, Retirement Planning, Business Planning, Customer Service, New Business Development, Sales Management, Team Leadership, Project Management, Recruiting, Performance Management, Process Improvement, Financial Services, Management, Retirement, Investments, 401k
Education
Our Lady of the Lake University 1996 — 2000
Business Management
July Business Services August 2015 - Present
Plan Administrators Inc. - PAi September 2013 - August 2015
American Funds April 2009 - August 2013
American Funds Distributors March 2005 - April 2009
American Funds Distributors October 2003 - March 2005
American Funds Group 1994 - 2003
American funds Group 1992 - 1994
Skills
Mutual Funds, Relationship Management, Retirement Planning, Business Planning, Customer Service, New Business Development, Sales Management, Team Leadership, Project Management, Recruiting, Performance Management, Process Improvement, Financial Services, Management, Retirement, Investments, 401k
Education
Our Lady of the Lake University 1996 — 2000
Business Management
Matt Hedley Matt Hedley's American Funds Experience October 2007 - July 2010
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors August 2013 - Present
Lincoln Financial Advisors August 2012 - August 2013
Wells Fargo November 2011 - August 2012
Jim McLean Golf School - Doral Resort and Spa September 2010 - September 2011
American Funds October 2007 - July 2010
Skills
Comprehensive Financial..., Wealth Management, Retirement Planning, Estate Planning, Investments, Finance, Risk Management, Tax, Strategic Financial..., Retirement, Series 7, Financial Advisory, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Financial Planners, Wealth, Securities, Financial Services
Education
Old Dominion University 2012 — 2013
Certified Financial Planner Graduate Program, Finance
Radford University 2003 — 2007
Bachelor of Arts (B.A.), Accounting
Lincoln Financial Advisors August 2013 - Present
Lincoln Financial Advisors August 2012 - August 2013
Wells Fargo November 2011 - August 2012
Jim McLean Golf School - Doral Resort and Spa September 2010 - September 2011
American Funds October 2007 - July 2010
Skills
Comprehensive Financial..., Wealth Management, Retirement Planning, Estate Planning, Investments, Finance, Risk Management, Tax, Strategic Financial..., Retirement, Series 7, Financial Advisory, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Financial Planners, Wealth, Securities, Financial Services
Education
Old Dominion University 2012 — 2013
Certified Financial Planner Graduate Program, Finance
Radford University 2003 — 2007
Bachelor of Arts (B.A.), Accounting
Pat Wenzel's American Funds Experience September 1991 - December 1995
Job Managing Director Wealth Management Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2007 - Present
MetLife January 2004 - January 2007
Nationwide Financial July 1999 - January 2004
Lincoln Financial Group January 1996 - December 1998
American Funds September 1991 - December 1995
Skills
Retirement Plan..., Retirement Planning, Qualified Retirement..., Certified Financial...
Education
Rice University 2013 — 2014
Certified Financial Planner, Financial Planning
Tulane University- A.B. Freeman Schoold of Business 1987 — 1991
Bachelors of Science in Management, Finance and International Business
Saint Mary's Hall 1984 — 1987
Merrill Lynch January 2007 - Present
MetLife January 2004 - January 2007
Nationwide Financial July 1999 - January 2004
Lincoln Financial Group January 1996 - December 1998
American Funds September 1991 - December 1995
Skills
Retirement Plan..., Retirement Planning, Qualified Retirement..., Certified Financial...
Education
Rice University 2013 — 2014
Certified Financial Planner, Financial Planning
Tulane University- A.B. Freeman Schoold of Business 1987 — 1991
Bachelors of Science in Management, Finance and International Business
Saint Mary's Hall 1984 — 1987
Aaron Espinosa Aaron Espinosa's American Funds Experience April 2014 - Present
Job Client Services Representative
Industry Financial Services
Experience
American Funds April 2014 - Present
LIDS Sports Group August 2011 - September 2013
Calvin Klein November 2010 - July 2011
Skills
Store Management, Visual Merchandising, Merchandising, Retail, Loss Prevention, Retail Sales, Store Operations, Inventory Control, Inventory Management, Profit, Sales, Driving Results, Apparel, Customer Service, Hiring
Education
University of Hawaii at Manoa 2011 — 2013
Bachelor of Arts (B.A.), Economics
Orange Coast College 2009 — 2011
Economics
American Funds April 2014 - Present
LIDS Sports Group August 2011 - September 2013
Calvin Klein November 2010 - July 2011
Skills
Store Management, Visual Merchandising, Merchandising, Retail, Loss Prevention, Retail Sales, Store Operations, Inventory Control, Inventory Management, Profit, Sales, Driving Results, Apparel, Customer Service, Hiring
Education
University of Hawaii at Manoa 2011 — 2013
Bachelor of Arts (B.A.), Economics
Orange Coast College 2009 — 2011
Economics
Andrew Arguijo Andrew Arguijo's American Funds Experience October 2007 - May 2008
Job Experienced administrative and customer service rep seeking new opportunity to provide excellent support.
Industry Financial Services
Experience
Southwest Business Corporation August 2011 - July 2015
Southwest Business Corporation June 2008 - August 2011
American Funds October 2007 - May 2008
Alamo Drafthouse Cinemas June 2006 - October 2007
Skills
Team Building, Customer Service, Investments, Insurance, Equities, Financial Services, Microsoft Office, Process Improvement, Strategic Planning, Portfolio Management, Asset Management, Mutual Funds, Series 7, Fixed Income, Financial Analysis, Series 63, Asset Allocation, Alternative Investments, Bloomberg, Financial Modeling, Securities, Investment Advisory, Public Speaking, Visual Communication, Analytical Skills, Interpersonal Skills, Flexible Schedule, Online Research, Administrative...
Education
St. Mary's University 2000 — 2005
Bachelor of Arts (B.A.), English Communications
St. Mary's University 2000 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Southwest Business Corporation August 2011 - July 2015
Southwest Business Corporation June 2008 - August 2011
American Funds October 2007 - May 2008
Alamo Drafthouse Cinemas June 2006 - October 2007
Skills
Team Building, Customer Service, Investments, Insurance, Equities, Financial Services, Microsoft Office, Process Improvement, Strategic Planning, Portfolio Management, Asset Management, Mutual Funds, Series 7, Fixed Income, Financial Analysis, Series 63, Asset Allocation, Alternative Investments, Bloomberg, Financial Modeling, Securities, Investment Advisory, Public Speaking, Visual Communication, Analytical Skills, Interpersonal Skills, Flexible Schedule, Online Research, Administrative...
Education
St. Mary's University 2000 — 2005
Bachelor of Arts (B.A.), English Communications
St. Mary's University 2000 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Patrick Reyna's American Funds Experience July 2007 - January 2014
Job
Industry Investment Management
Experience
American Funds July 2007 - January 2014
Chase March 2002 - July 2007
Education
Northwest Vista College 2010 — 2012
Associate's Degree, Business Administration and Management, General
International School of the Americas 1995 — 1999
High School, Basic
American Funds July 2007 - January 2014
Chase March 2002 - July 2007
Education
Northwest Vista College 2010 — 2012
Associate's Degree, Business Administration and Management, General
International School of the Americas 1995 — 1999
High School, Basic
Tamera Klesel Tamera Klesel's American Funds Experience May 2006 - August 2009
Job bookkeeping at real property
Industry Education Management
Experience
south san isd September 2009 - Present
real property January 2000 - Present
American Funds May 2006 - August 2009
HCA/Methodist Hospital January 2000 - August 2006
Skills
Education, Mathematics, Finance, Health Insurance, Microsoft Office, Microsoft Word, Spreadsheets, Public Speaking, Team Leadership, Public Relations
Education
Texas A&M University 2011 — 2014
Palo Alto College 2008 — 2010
associate liberal arts and associate of education, education
south san isd September 2009 - Present
real property January 2000 - Present
American Funds May 2006 - August 2009
HCA/Methodist Hospital January 2000 - August 2006
Skills
Education, Mathematics, Finance, Health Insurance, Microsoft Office, Microsoft Word, Spreadsheets, Public Speaking, Team Leadership, Public Relations
Education
Texas A&M University 2011 — 2014
Palo Alto College 2008 — 2010
associate liberal arts and associate of education, education
Mark Abplanalp Mark Abplanalp's American Funds Experience June 2008 - December 2009
Job Now in search of the next project
Industry Computer Software
Experience
VOCATUS PRODUCTIONS LLC. August 2012 - July 2014
ObjectGarden Inc April 2000 - December 2012
Fidelity National Information Services November 2010 - June 2012
Fidelity National Information Services January 2010 - August 2010
American Funds June 2008 - December 2009
RBC Bank October 2006 - February 2008
MedAssets November 2005 - July 2006
Fidelity National Information Services January 2004 - August 2005
Wells Fargo July 2003 - November 2003
WebTone Technologies September 2000 - April 2003
Skills
Agile Methodologies, SQL, UML, JSP, XML, Software Design, Smalltalk, Java, JavaScript, OOP, Design Patterns, Architectures
Education
Seattle Pacific University 1986 — 1988
Bachelor of Science (B.S.), Computer Science, 3.67
University of Washington 1984 — 1986
None, Arts & Sciences / Mathematics, 3.27
VOCATUS PRODUCTIONS LLC. August 2012 - July 2014
ObjectGarden Inc April 2000 - December 2012
Fidelity National Information Services November 2010 - June 2012
Fidelity National Information Services January 2010 - August 2010
American Funds June 2008 - December 2009
RBC Bank October 2006 - February 2008
MedAssets November 2005 - July 2006
Fidelity National Information Services January 2004 - August 2005
Wells Fargo July 2003 - November 2003
WebTone Technologies September 2000 - April 2003
Skills
Agile Methodologies, SQL, UML, JSP, XML, Software Design, Smalltalk, Java, JavaScript, OOP, Design Patterns, Architectures
Education
Seattle Pacific University 1986 — 1988
Bachelor of Science (B.S.), Computer Science, 3.67
University of Washington 1984 — 1986
None, Arts & Sciences / Mathematics, 3.27
Gregory Borgman's American Funds Experience February 2002 - Present
Job Team Manager at American Funds
Industry Financial Services
Experience
American Funds February 2002 - Present
The Capital Group January 2002 - Present
UNITED HEALTHCARE January 2001 - January 2002
WAL-MART STORES, INC January 1994 - January 2001
Skills
Call Centers, Customer Service, Employee Benefits, Employee Relations, Employee Training, Human Resources, Management, Mutual Funds, Personnel Management, Process Improvement, Quality Assurance, Retail, Risk Management, Sales, Software Documentation, Time Management, Training, Auditing, Analysis, Performance Management
Education
Robert Morris University - Illinois
Associates, Applied Sciences
Robert Morris University - Illinois
Bachelor Degree, Business Administration
American Funds February 2002 - Present
The Capital Group January 2002 - Present
UNITED HEALTHCARE January 2001 - January 2002
WAL-MART STORES, INC January 1994 - January 2001
Skills
Call Centers, Customer Service, Employee Benefits, Employee Relations, Employee Training, Human Resources, Management, Mutual Funds, Personnel Management, Process Improvement, Quality Assurance, Retail, Risk Management, Sales, Software Documentation, Time Management, Training, Auditing, Analysis, Performance Management
Education
Robert Morris University - Illinois
Associates, Applied Sciences
Robert Morris University - Illinois
Bachelor Degree, Business Administration
Cheryl Lawton's American Funds Experience 2007 - 2012
Job Executive Group Leader Distribution Operations
Industry Logistics and Supply Chain
Experience
Target October 2013 - Present
American Funds 2007 - 2012
HSBC March 2004 - January 2007
Skills
Team Leadership, Leadership, Call Centers, Customer Service, Quality Assurance, Quality Control, Management, Microsoft Office, Training, Time Management, Process Improvement, Performance Management, Customer Satisfaction, Microsoft Excel, Microsoft Word, Project Management, Strategic Planning, Analysis, Team Building, PowerPoint, Operations Management, Program Management
Education
Oregon State University 1990 — 1994
Bachelor of Science (B.S.), Political Science and Government
Target October 2013 - Present
American Funds 2007 - 2012
HSBC March 2004 - January 2007
Skills
Team Leadership, Leadership, Call Centers, Customer Service, Quality Assurance, Quality Control, Management, Microsoft Office, Training, Time Management, Process Improvement, Performance Management, Customer Satisfaction, Microsoft Excel, Microsoft Word, Project Management, Strategic Planning, Analysis, Team Building, PowerPoint, Operations Management, Program Management
Education
Oregon State University 1990 — 1994
Bachelor of Science (B.S.), Political Science and Government
Joshua Cavazos's American Funds Experience June 2006 - August 2006
Job Research Engineer at Southwest Research Institute
Industry Research
Experience
Southwest Research Institute August 2008 - Present
St. Mary's University August 2006 - December 2007
American Funds June 2006 - August 2006
Skills
NI LabVIEW, C++, Visual Basic, LabWindows/CVI, JOVIAL, Microsoft Office, Java, PLC Programming, Microsoft Excel, Microprocessors, Embedded Systems, AutoCAD, Multisim, Ultiboard, Music Theory, Trumpet
Education
St. Mary's University 2008 — 2012
Master's degree, Electrical and Electronics Engineering
St. Mary's University 2004 — 2008
Bachelor's degree, Electrical and Electronics Engineering
Southwest Research Institute August 2008 - Present
St. Mary's University August 2006 - December 2007
American Funds June 2006 - August 2006
Skills
NI LabVIEW, C++, Visual Basic, LabWindows/CVI, JOVIAL, Microsoft Office, Java, PLC Programming, Microsoft Excel, Microprocessors, Embedded Systems, AutoCAD, Multisim, Ultiboard, Music Theory, Trumpet
Education
St. Mary's University 2008 — 2012
Master's degree, Electrical and Electronics Engineering
St. Mary's University 2004 — 2008
Bachelor's degree, Electrical and Electronics Engineering
Carol Brooks, ACS Carol Brooks, ACS's American Funds Experience 1998 - Present
Job VP/Senior Manager
Industry Financial Services
Experience
American Funds 1998 - Present
Make-A-Wish Foundation® of Central and South Texas 2005 - 2009
Concepts of Care 1997 - 1998
Tri-City Community Hospital Home Health Agency 1993 - 1997
Star Administrative Services, Inc. 1988 - 1993
TILICO Administrators, Inc. 1986 - 1988
Skills
Performance Management, Leadership, Recruiting, Management, Human Resources, Business Analysis, Project Management, Team Building, Risk Management, Employee Benefits, Operations Management, Project Planning, Accounting, Customer Service, Process Improvement
Education
CFA Institute 2014 — 2014
Wayland Baptist University 2010 — 2011
MBA, Management
Wayland Baptist University
BSOE, Business Administration
San Antonio College
AAS, Management
Life Office Management Association/Life Management Institute
American Funds 1998 - Present
Make-A-Wish Foundation® of Central and South Texas 2005 - 2009
Concepts of Care 1997 - 1998
Tri-City Community Hospital Home Health Agency 1993 - 1997
Star Administrative Services, Inc. 1988 - 1993
TILICO Administrators, Inc. 1986 - 1988
Skills
Performance Management, Leadership, Recruiting, Management, Human Resources, Business Analysis, Project Management, Team Building, Risk Management, Employee Benefits, Operations Management, Project Planning, Accounting, Customer Service, Process Improvement
Education
CFA Institute 2014 — 2014
Wayland Baptist University 2010 — 2011
MBA, Management
Wayland Baptist University
BSOE, Business Administration
San Antonio College
AAS, Management
Life Office Management Association/Life Management Institute
Marc Villaflor, Jr. Marc Villaflor, Jr.'s American Funds Experience December 2005 - April 2009
Job Investment Advisor Representative at Ace Capital
Industry Financial Services
Experience
Ace Capital February 2013 - Present
SagePoint Financial July 2011 - January 2013
Paychex April 2009 - May 2011
American Funds December 2005 - April 2009
American Funds May 2002 - December 2005
American Funds December 2001 - May 2002
American Funds November 1998 - December 2001
The Vanguard Group March 1998 - October 1998
Dock Street Brewing Company 1996 - February 1998
Skills
Series 7, Series 66, Virginia Life and..., Mutual Funds, 401k, Retirement Planning, Investments, Retirement, Finance, Series 63, FINRA, Financial Services, Tactical Management
Education
Saint Joseph's University 1989 — 1996
BA, History
Saint Joseph's University 1989 — 1996
history, History
Ace Capital February 2013 - Present
SagePoint Financial July 2011 - January 2013
Paychex April 2009 - May 2011
American Funds December 2005 - April 2009
American Funds May 2002 - December 2005
American Funds December 2001 - May 2002
American Funds November 1998 - December 2001
The Vanguard Group March 1998 - October 1998
Dock Street Brewing Company 1996 - February 1998
Skills
Series 7, Series 66, Virginia Life and..., Mutual Funds, 401k, Retirement Planning, Investments, Retirement, Finance, Series 63, FINRA, Financial Services, Tactical Management
Education
Saint Joseph's University 1989 — 1996
BA, History
Saint Joseph's University 1989 — 1996
history, History
Colleen Walters, PHR, SHRM-CP Colleen Walters, PHR, SHRM-CP's American Funds Experience 2006 - 2009
Job Sr. Human Resource Representative at Titan America
Industry Building Materials
Experience
Titan America May 2014 - Present
Titan America December 2012 - May 2014
Titan America June 2011 - December 2012
Universal American October 2009 - June 2011
American Funds 2006 - 2009
Skills
Communication Skills, PowerPoint, Employee Relations, Microsoft Office, Microsoft Excel, Microsoft Word, Organization, Public Speaking, Employee Training, Teamwork, Interpersonal..., Multi Tasking, Recruiting, Management, Human Resources, Training, Performance Management, New Hire Orientations, Onboarding, Process Improvement, Marketing, Succession Planning
Education
Norfolk State University 2006 — 2009
Bachelor of Arts (B.A.), Interdisciplinary Studies
Titan America May 2014 - Present
Titan America December 2012 - May 2014
Titan America June 2011 - December 2012
Universal American October 2009 - June 2011
American Funds 2006 - 2009
Skills
Communication Skills, PowerPoint, Employee Relations, Microsoft Office, Microsoft Excel, Microsoft Word, Organization, Public Speaking, Employee Training, Teamwork, Interpersonal..., Multi Tasking, Recruiting, Management, Human Resources, Training, Performance Management, New Hire Orientations, Onboarding, Process Improvement, Marketing, Succession Planning
Education
Norfolk State University 2006 — 2009
Bachelor of Arts (B.A.), Interdisciplinary Studies
Farhad Firoozi's American Funds Experience February 2008 - March 2010
Job at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2010 - Present
American Funds February 2008 - March 2010
LPL Financial January 2006 - February 2008
Skills
401k, Alternative Investments, Financial Advisory
Education
San Diego State University-California State University 2001 — 2005
Bachelor, Economics
LPL Financial October 2010 - Present
American Funds February 2008 - March 2010
LPL Financial January 2006 - February 2008
Skills
401k, Alternative Investments, Financial Advisory
Education
San Diego State University-California State University 2001 — 2005
Bachelor, Economics
Julie Scotton Julie Scotton's American Funds Experience January 2000 - January 2003
Job Program Manager at IU Health
Industry Medical Practice
Experience
IU Health May 2015 - Present
Community Health Network April 2011 - April 2015
Community Hospital North February 2009 - March 2011
Sallie Mae December 2006 - February 2008
Sallie Mae October 2005 - December 2006
Sallie Mae October 2003 - July 2005
American Funds January 2000 - January 2003
Colorado College January 1998 - January 2000
Skills
Business Analysis, Higher Education, Training, Access, Analysis, Event Management, SDLC, Troubleshooting, Microsoft Office, Customer Service, Project Management, Microsoft Word, Call Centers, PowerPoint, Process Improvement, Management, Leadership, Team Building, Microsoft Excel, Team Leadership, Strategic Planning, Marketing, Software Documentation, Visio
Education
Old Dominion University 1978 — 1986
Bachelors, Communications
Old Dominion University
Bachelor of Arts (B.A.), Communications and writing
IU Health May 2015 - Present
Community Health Network April 2011 - April 2015
Community Hospital North February 2009 - March 2011
Sallie Mae December 2006 - February 2008
Sallie Mae October 2005 - December 2006
Sallie Mae October 2003 - July 2005
American Funds January 2000 - January 2003
Colorado College January 1998 - January 2000
Skills
Business Analysis, Higher Education, Training, Access, Analysis, Event Management, SDLC, Troubleshooting, Microsoft Office, Customer Service, Project Management, Microsoft Word, Call Centers, PowerPoint, Process Improvement, Management, Leadership, Team Building, Microsoft Excel, Team Leadership, Strategic Planning, Marketing, Software Documentation, Visio
Education
Old Dominion University 1978 — 1986
Bachelors, Communications
Old Dominion University
Bachelor of Arts (B.A.), Communications and writing
Nicole Boyea Nicole Boyea's American Funds Experience 2013 - 2015
Job President, The Right TPA
Industry Financial Services
Experience
The Right TPA, LLC June 2007 - Present
American Funds 2013 - 2015
American Funds 2013 - 2015
American Funds 2013 - 2015
Beacon Consulting Group, LLC March 1998 - June 2007
Paychex, Inc. May 1993 - March 1998
Wegmans Food Markets November 1984 - May 1993
Skills
Retirement, ERISA, ESOP, Customer Service, 401k, Employee Benefits, Retirement Planning, IRAs, Human Resources, Insurance, Small Business, Financial Planning, Management, Strategic Planning, Investments, Pensions, Leadership, Sales, Team Building, Estate Planning, Mutual Funds, Fixed Annuities, Retirement Plan...
Education
State University of New York College at Brockport 1987 — 1991
Bachelor of Science (B.S.), Political Science and Government
Monroe Community College 1986 — 1987
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
The Right TPA, LLC June 2007 - Present
American Funds 2013 - 2015
American Funds 2013 - 2015
American Funds 2013 - 2015
Beacon Consulting Group, LLC March 1998 - June 2007
Paychex, Inc. May 1993 - March 1998
Wegmans Food Markets November 1984 - May 1993
Skills
Retirement, ERISA, ESOP, Customer Service, 401k, Employee Benefits, Retirement Planning, IRAs, Human Resources, Insurance, Small Business, Financial Planning, Management, Strategic Planning, Investments, Pensions, Leadership, Sales, Team Building, Estate Planning, Mutual Funds, Fixed Annuities, Retirement Plan...
Education
State University of New York College at Brockport 1987 — 1991
Bachelor of Science (B.S.), Political Science and Government
Monroe Community College 1986 — 1987
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Daniel Conaway's American Funds Experience August 2006 - April 2009
Job Building our teams now, developing them for our future
Industry Hospital & Health Care
Experience
Hillcrest Health Services August 2014 - Present
Hillcrest Health Services May 2013 - August 2014
Kelly Services February 2011 - May 2013
Portfolio Recovery Associates, Inc. April 2009 - February 2011
American Funds August 2006 - April 2009
Skills
Background Checks, Applicant Tracking..., Banking, Call Center, Coaching, Contract Recruitment, Customer Service, Data Analysis, Employee Engagement, Employee Relations, Employee Training, Human Resources, Internet Recruiting, Interviews, Leadership, Leadership Development, Management, New Hire Orientations, Onboarding, Payroll, Performance Improvement, Process Improvement, Program Management, Project Management, Recruiting, Staffing Services, Strategic Planning, Talent Acquisition, Talent Management, Temporary Placement, Temporary Staffing, Training, Performance Management, Resume Writing, Job Fairs
Education
Old Dominion University 1999 — 2003
BA, Recreation and Tourism Studies/Special Education
Hillcrest Health Services August 2014 - Present
Hillcrest Health Services May 2013 - August 2014
Kelly Services February 2011 - May 2013
Portfolio Recovery Associates, Inc. April 2009 - February 2011
American Funds August 2006 - April 2009
Skills
Background Checks, Applicant Tracking..., Banking, Call Center, Coaching, Contract Recruitment, Customer Service, Data Analysis, Employee Engagement, Employee Relations, Employee Training, Human Resources, Internet Recruiting, Interviews, Leadership, Leadership Development, Management, New Hire Orientations, Onboarding, Payroll, Performance Improvement, Process Improvement, Program Management, Project Management, Recruiting, Staffing Services, Strategic Planning, Talent Acquisition, Talent Management, Temporary Placement, Temporary Staffing, Training, Performance Management, Resume Writing, Job Fairs
Education
Old Dominion University 1999 — 2003
BA, Recreation and Tourism Studies/Special Education
Beth Hester Beth Hester's American Funds Experience 1995 - 1997
Job Independent Writer & Photographer
Industry Writing and Editing
Experience
Freelance November 2006 - Present
American Funds/Capital Group Companies 1997 - 2002
American Funds 1995 - 1997
American Funds 1993 - 1995
Skills
Technical Writing, Creative Non-fiction, Editing, Copy Editing, Press Releases, Outdoor & Travel Writing, Environmental Awareness, Recreation & Tourism, White Papers, Project Management, Curriculum Development, Academic Research, Information Mapping
Education
Old Dominion University
Business & Technical Writing / Minor - Poetry
Freelance November 2006 - Present
American Funds/Capital Group Companies 1997 - 2002
American Funds 1995 - 1997
American Funds 1993 - 1995
Skills
Technical Writing, Creative Non-fiction, Editing, Copy Editing, Press Releases, Outdoor & Travel Writing, Environmental Awareness, Recreation & Tourism, White Papers, Project Management, Curriculum Development, Academic Research, Information Mapping
Education
Old Dominion University
Business & Technical Writing / Minor - Poetry
Dan Feda Dan Feda's American Funds Experience December 1998 - December 2004
Job Operations Analyst at Mayo Clinic
Industry Hospital & Health Care
Experience
Mayo Clinic June 2005 - Present
American Funds December 1998 - December 2004
Skills
Analysis, Access, Excel, Microsoft Office, Process Improvement, Customer Service, Lean Manufacturing, Revenue Cycle, Data Analysis, Problem Solving, Outlook, PowerPoint, Word
Education
Minnesota State University, Moorhead 1992 — 1997
BS, Fitness & Sport Science, Biology
The University of Texas at San Antonio
MBA, Finance
Mayo Clinic June 2005 - Present
American Funds December 1998 - December 2004
Skills
Analysis, Access, Excel, Microsoft Office, Process Improvement, Customer Service, Lean Manufacturing, Revenue Cycle, Data Analysis, Problem Solving, Outlook, PowerPoint, Word
Education
Minnesota State University, Moorhead 1992 — 1997
BS, Fitness & Sport Science, Biology
The University of Texas at San Antonio
MBA, Finance
Matthew Bloemer Matthew Bloemer's American Funds Experience March 2014 - Present
Job Internal Wholesaler
Industry Investment Management
Experience
American Funds March 2014 - Present
Lincoln Financial Advisors October 2008 - March 2014
MetLife December 2006 - October 2008
Zurich Insurance June 2003 - December 2006
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Portfolio Management, Investments, Insurance, Securities, Estate Planning, Employee Benefits, Disability Insurance, Strategic Financial..., 401k, Health Insurance, Retirement, Asset Management, Wealth Management, Limited Partnerships, 401k Rollovers, 529 Plans, Life Insurance, Long-term Care, IRAs, Investment Advisory, Financial Planners, Series 6, Series 7, Life & Health Insurance..., Equity Indexed Annuities, REIT, Investment Strategies, Asset Allocation, Financial Services, Medicare, Medicare Part D, Medicare Advantage, Supplements
Education
Monmouth University 2002 — 2006
Bachelor of Science, Business
American Funds March 2014 - Present
Lincoln Financial Advisors October 2008 - March 2014
MetLife December 2006 - October 2008
Zurich Insurance June 2003 - December 2006
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Portfolio Management, Investments, Insurance, Securities, Estate Planning, Employee Benefits, Disability Insurance, Strategic Financial..., 401k, Health Insurance, Retirement, Asset Management, Wealth Management, Limited Partnerships, 401k Rollovers, 529 Plans, Life Insurance, Long-term Care, IRAs, Investment Advisory, Financial Planners, Series 6, Series 7, Life & Health Insurance..., Equity Indexed Annuities, REIT, Investment Strategies, Asset Allocation, Financial Services, Medicare, Medicare Part D, Medicare Advantage, Supplements
Education
Monmouth University 2002 — 2006
Bachelor of Science, Business
Erin Weldon Erin Weldon's American Funds Experience July 2008 - September 2009
Job Experienced HR & Administrative Professional
Industry Professional Training & Coaching
Experience
Procom Services August 2014 - April 2015
Aerotek November 2013 - August 2014
Virginia Employment Commission June 2012 - July 2013
Alpha Christian Academy October 2010 - May 2012
American Funds July 2008 - September 2009
Regent University August 2005 - July 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Adobe Acrobat, Employee Training, Recruiting, Corporate Recruiting, Interviewing Skills, SharePoint, Presentation Development, Quantitative Research, SPSS, Training, Interviews, Human Resources, Onboarding, PeopleSoft, Payroll, Employee Benefits, Career Counseling
Education
Regent University 2005 — 2009
B.S. Organization Leadership & Management, Human Resources Management, 3.7
Great Bridge High
Procom Services August 2014 - April 2015
Aerotek November 2013 - August 2014
Virginia Employment Commission June 2012 - July 2013
Alpha Christian Academy October 2010 - May 2012
American Funds July 2008 - September 2009
Regent University August 2005 - July 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Adobe Acrobat, Employee Training, Recruiting, Corporate Recruiting, Interviewing Skills, SharePoint, Presentation Development, Quantitative Research, SPSS, Training, Interviews, Human Resources, Onboarding, PeopleSoft, Payroll, Employee Benefits, Career Counseling
Education
Regent University 2005 — 2009
B.S. Organization Leadership & Management, Human Resources Management, 3.7
Great Bridge High
Richard Krause's American Funds Experience July 2005 - December 2005
Job INT Technologies Vice President of Operations
Industry Information Technology and Services
Experience
INT Technologies December 2008 - Present
Wells Fargo June 2007 - December 2008
Texas Lutheran University December 2005 - June 2007
American Funds July 2005 - December 2005
Skills
Sales, Negotiation, Data Mining, Operational Excellence, Strategic Planning, Vendor Management, Leadership, Team Building, Process Improvement, Recruiting, Financial Services, Team Leadership, Business Analysis, Coaching, Program Management, Risk Management, Customer Service, SharePoint, Project Management, Account Management, Strategy, Management, CRM, Human Resources, Management Consulting, Analysis, Marketing, Cross-functional Team...
Education
Northeastern University 2010 — 2014
Master's Degree, Leadership & Human Resource Management
St. Mary's University 2001 — 2005
BBA, Marketing
INT Technologies December 2008 - Present
Wells Fargo June 2007 - December 2008
Texas Lutheran University December 2005 - June 2007
American Funds July 2005 - December 2005
Skills
Sales, Negotiation, Data Mining, Operational Excellence, Strategic Planning, Vendor Management, Leadership, Team Building, Process Improvement, Recruiting, Financial Services, Team Leadership, Business Analysis, Coaching, Program Management, Risk Management, Customer Service, SharePoint, Project Management, Account Management, Strategy, Management, CRM, Human Resources, Management Consulting, Analysis, Marketing, Cross-functional Team...
Education
Northeastern University 2010 — 2014
Master's Degree, Leadership & Human Resource Management
St. Mary's University 2001 — 2005
BBA, Marketing
Andrea Goldwater's American Funds Experience June 1994 - November 1995
Job Director of Operations at Phalen Leadership Academies
Industry Education Management
Experience
Phalen Leadership Academies December 2012 - Present
Hoosier Academies/ K12 June 2008 - September 2012
Ball State University August 2003 - May 2005
21st Century Charter School July 2002 - August 2003
Manhattan Associates November 1998 - September 2002
Support Net November 1995 - November 1998
American Funds June 1994 - November 1995
Education
Purdue University 1989 — 1993
B.A., English Education
Phalen Leadership Academies December 2012 - Present
Hoosier Academies/ K12 June 2008 - September 2012
Ball State University August 2003 - May 2005
21st Century Charter School July 2002 - August 2003
Manhattan Associates November 1998 - September 2002
Support Net November 1995 - November 1998
American Funds June 1994 - November 1995
Education
Purdue University 1989 — 1993
B.A., English Education
Howard Henry, MBA's American Funds Experience August 2000 - January 2003
Job Assistant Vice President Specializing in Operational Process Improvement
Industry Financial Services
Experience
Portfolio Recovery Associates, Inc. January 2011 - Present
Portfolio Recovery Associates, Inc. August 2009 - January 2011
Portfolio Recovery Associates, Inc. April 2007 - July 2009
General Dynamics Electric Boat September 2005 - April 2007
Hampton Roads Church, Inc. April 2003 - October 2005
First Energy Solutions, Corp. April 2005 - September 2005
American Funds August 2000 - January 2003
US Navy September 1989 - September 1995
Skills
Risk Management, Vendor Management, Process Improvement, Financial Analysis, Operations Management, Team Building, Strategic Planning, Financial Modeling, Customer Service, Leadership, Microsoft Office, Organization, Outsourcing, Quality Assurance, Restructuring, Problem Solving, User Acceptance Testing, Visio
Education
Regent University 2003 — 2004
Master of Business Administration (MBA), Organizational Change and Development, 3.71/4.00
Norfolk State University 1996 — 2000
B.S. in General Business, Finance, 3.56/4.00
Portfolio Recovery Associates, Inc. January 2011 - Present
Portfolio Recovery Associates, Inc. August 2009 - January 2011
Portfolio Recovery Associates, Inc. April 2007 - July 2009
General Dynamics Electric Boat September 2005 - April 2007
Hampton Roads Church, Inc. April 2003 - October 2005
First Energy Solutions, Corp. April 2005 - September 2005
American Funds August 2000 - January 2003
US Navy September 1989 - September 1995
Skills
Risk Management, Vendor Management, Process Improvement, Financial Analysis, Operations Management, Team Building, Strategic Planning, Financial Modeling, Customer Service, Leadership, Microsoft Office, Organization, Outsourcing, Quality Assurance, Restructuring, Problem Solving, User Acceptance Testing, Visio
Education
Regent University 2003 — 2004
Master of Business Administration (MBA), Organizational Change and Development, 3.71/4.00
Norfolk State University 1996 — 2000
B.S. in General Business, Finance, 3.56/4.00
Emily Gerosolina Emily Gerosolina's American Funds Experience April 2013 - Present
Job National Accounts Manager at American Funds
Industry Financial Services
Experience
American Funds April 2013 - Present
Coates Analytics September 2009 - December 2012
First American Funds March 2007 - October 2008
Merrill Lynch October 2004 - March 2006
Skills
Mutual Funds, CRM, Product Management, Due Diligence, Financial Advisory, Marketing, Strategic Planning, Series 7, Alternative Investments, Series 63, Asset Allocation, Separately Managed..., Asset Management, ETFs, Investments
Education
Montclair State University 2002 — 2004
MBA, Finance
American Funds April 2013 - Present
Coates Analytics September 2009 - December 2012
First American Funds March 2007 - October 2008
Merrill Lynch October 2004 - March 2006
Skills
Mutual Funds, CRM, Product Management, Due Diligence, Financial Advisory, Marketing, Strategic Planning, Series 7, Alternative Investments, Series 63, Asset Allocation, Separately Managed..., Asset Management, ETFs, Investments
Education
Montclair State University 2002 — 2004
MBA, Finance
Dana Marion Dana Marion's American Funds Experience 2007 - 2008
Job Owner/Program Director at Cartwheels Gymnastics Center
Industry Sports
Experience
Cartwheels Gymnastics Center, LLC August 2011 - Present
Vertis Communications March 2011 - June 2011
The Post Star 2009 - 2009
American Funds 2007 - 2008
Education
Old Dominion University 2003 — 2007
BFA, Graphic Design and Marketing
Cartwheels Gymnastics Center, LLC August 2011 - Present
Vertis Communications March 2011 - June 2011
The Post Star 2009 - 2009
American Funds 2007 - 2008
Education
Old Dominion University 2003 — 2007
BFA, Graphic Design and Marketing
Michael Casey III Michael Casey III's American Funds Experience July 2005 - July 2006
Job Assistant Vice President Investments and Real Estate
Industry Financial Services
Experience
Whittier Trust Company June 2009 - Present
American Funds July 2005 - July 2006
Pacific Life August 2003 - July 2004
Cushman & Wakefield May 2000 - August 2000
Jones Lang Wooton May 1998 - August 1998
Jones Lang Wooton May 1997 - August 1997
Skills
Asset Allocation, Retirement Planning, Customer Service, RFP, Investments, Equity Research, Alternative Investments, Asset Managment, Investment Strategies, Portfolio Management, Fixed Income, Equities, Mutual Funds, Investment Advisory, Wealth Management, Series 7, Finance, Asset Management, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Master of Business Administration (M.B.A.), Dispute Resolution
Saint Mary's College of California 1996 — 2001
BA, Business Administration
Maranatha High School 1994 — 1996
Diploma, GE
Stanley 1980 — 1981
Burton Valley
San Marino High School
Whittier Trust Company June 2009 - Present
American Funds July 2005 - July 2006
Pacific Life August 2003 - July 2004
Cushman & Wakefield May 2000 - August 2000
Jones Lang Wooton May 1998 - August 1998
Jones Lang Wooton May 1997 - August 1997
Skills
Asset Allocation, Retirement Planning, Customer Service, RFP, Investments, Equity Research, Alternative Investments, Asset Managment, Investment Strategies, Portfolio Management, Fixed Income, Equities, Mutual Funds, Investment Advisory, Wealth Management, Series 7, Finance, Asset Management, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Master of Business Administration (M.B.A.), Dispute Resolution
Saint Mary's College of California 1996 — 2001
BA, Business Administration
Maranatha High School 1994 — 1996
Diploma, GE
Stanley 1980 — 1981
Burton Valley
San Marino High School
Erin Weldon Erin Weldon's American Funds Experience July 2008 - September 2009
Job Currently seeking position
Industry Nonprofit Organization Management
Experience
American Funds July 2008 - September 2009
Regent University May 2007 - July 2008
Regent University March 2006 - January 2007
Education
Regent University 2005 — 2008
American Funds July 2008 - September 2009
Regent University May 2007 - July 2008
Regent University March 2006 - January 2007
Education
Regent University 2005 — 2008
Clara Villalobos Clara Villalobos's American Funds Experience June 2010 - September 2011
Job National Sales Manager at United Capital Financial Advisers, LLC
Industry Investment Management
Experience
United Capital Financial Advisers, Registered Representative at Girard Securities December 2014 - Present
National Life Group June 2014 - December 2014
National Life Group October 2012 - June 2014
AIG American General September 2011 - August 2012
American Funds June 2010 - September 2011
Advisor's Asset Management March 2004 - February 2010
USAA January 1999 - December 2003
Skills
Salesforce.com..., Mutual Funds, Series 63, Insurance, Fixed Annuities, Term Life Insurance, CRM, Salesforce.com, Training, Disability Insurance, Sales, Life Insurance, Coaching, Marketing, Sales Operations, Call Centers, Public Relations, Fixed Income, Retirement, Recruiting, Sales Management, Customer Service
Education
LIMRA 2011 — 2012
Sales Desk Manager Training
2007 Sequoia Training 2007 — 2007
sequoia
Our Lady of the Lake University 1993 — 1995
B.B.A, Human Resources
United Capital Financial Advisers, Registered Representative at Girard Securities December 2014 - Present
National Life Group June 2014 - December 2014
National Life Group October 2012 - June 2014
AIG American General September 2011 - August 2012
American Funds June 2010 - September 2011
Advisor's Asset Management March 2004 - February 2010
USAA January 1999 - December 2003
Skills
Salesforce.com..., Mutual Funds, Series 63, Insurance, Fixed Annuities, Term Life Insurance, CRM, Salesforce.com, Training, Disability Insurance, Sales, Life Insurance, Coaching, Marketing, Sales Operations, Call Centers, Public Relations, Fixed Income, Retirement, Recruiting, Sales Management, Customer Service
Education
LIMRA 2011 — 2012
Sales Desk Manager Training
2007 Sequoia Training 2007 — 2007
sequoia
Our Lady of the Lake University 1993 — 1995
B.B.A, Human Resources
Cara Riley Cara Riley's American Funds Experience July 2013 - Present
Job Client Services Representative at American Funds
Industry Investment Management
Experience
American Funds July 2013 - Present
Legend Group September 2008 - January 2013
Virtualbank 2004 - 2008
Skills
Strategic Planning, Banking, Investments, Mortgage Lending, Loans, Mortgage Banking, Series 6
Education
Queens University of Charlotte 1994 — 1998
Bachelor of Arts, Business
American Funds July 2013 - Present
Legend Group September 2008 - January 2013
Virtualbank 2004 - 2008
Skills
Strategic Planning, Banking, Investments, Mortgage Lending, Loans, Mortgage Banking, Series 6
Education
Queens University of Charlotte 1994 — 1998
Bachelor of Arts, Business
Jorge DeLeon Jorge DeLeon's American Funds Experience July 2004 - January 2007
Job Technology and Life Science Underwriter at The Hartford
Industry Insurance
Experience
The Hartford April 2015 - Present
The Hartford August 2007 - April 2015
Aetna January 2007 - August 2007
American Funds July 2004 - January 2007
Skills
Commercial Insurance, Peer Mentoring, Training, Microsoft Word, Microsoft Excel, Customer Service, Data Entry, Outlook, Insurance, Liability, Workers Compensation, Underwriting, Umbrella Insurance, Risk Management, Property, General Insurance, Property
Education
Texas A&M University - San Antonio 2012 — 2014
Bachelor of Applied Arts and Sciences, Business/Commerce, General
Palo Alto College 2002 — 2004
Associate of Applied Science, Business Management
Sam Houston High School
The Hartford April 2015 - Present
The Hartford August 2007 - April 2015
Aetna January 2007 - August 2007
American Funds July 2004 - January 2007
Skills
Commercial Insurance, Peer Mentoring, Training, Microsoft Word, Microsoft Excel, Customer Service, Data Entry, Outlook, Insurance, Liability, Workers Compensation, Underwriting, Umbrella Insurance, Risk Management, Property, General Insurance, Property
Education
Texas A&M University - San Antonio 2012 — 2014
Bachelor of Applied Arts and Sciences, Business/Commerce, General
Palo Alto College 2002 — 2004
Associate of Applied Science, Business Management
Sam Houston High School
Jesse Trevino's American Funds Experience June 2006 - October 2009
Job Police Officer at City of San Antonio
Industry Law Enforcement
Experience
City of San Antonio January 2015 - Present
City of San Antonio May 2012 - March 2015
City of San Antonio January 2010 - May 2012
American Funds June 2006 - October 2009
American Funds June 2004 - June 2006
United States Marine Corps April 2000 - April 2004
Skills
Criminal Justice, Police, Crime Prevention, Law Enforcement, Investigation, Enforcement, Firearms, Patrol, Crisis Intervention, Criminal Investigations, Criminology, Physical Security, Public Safety, Microsoft Office, Customer Service, Public Speaking, Law Enforcement..., Executive Protection, Security Management, First Responder, Leadership, Microsoft Excel, Counterterrorism, Weapons, Government, Data Analysis, Quantitative Research, Research Design, Behavioral Science, Microsoft Word, Emergency Services, Evidence, Taser, Community Policing, Crisis Management, Qualitative Research, Military Training, Force Protection, Military Experience, Social Sciences, Management
Education
The University of Texas at San Antonio 2014 — 2016
Master of Science (M.S.), Criminology and criminal justice, 3.8
The University of Texas at San Antonio 2012 — 2014
Bachelor's degree, Criminal Justice, Summa Cum Laude
Northwest Vista College 2004 — 2006
Associate of Arts (A.A.), Pre-Law Studies
City of San Antonio January 2015 - Present
City of San Antonio May 2012 - March 2015
City of San Antonio January 2010 - May 2012
American Funds June 2006 - October 2009
American Funds June 2004 - June 2006
United States Marine Corps April 2000 - April 2004
Skills
Criminal Justice, Police, Crime Prevention, Law Enforcement, Investigation, Enforcement, Firearms, Patrol, Crisis Intervention, Criminal Investigations, Criminology, Physical Security, Public Safety, Microsoft Office, Customer Service, Public Speaking, Law Enforcement..., Executive Protection, Security Management, First Responder, Leadership, Microsoft Excel, Counterterrorism, Weapons, Government, Data Analysis, Quantitative Research, Research Design, Behavioral Science, Microsoft Word, Emergency Services, Evidence, Taser, Community Policing, Crisis Management, Qualitative Research, Military Training, Force Protection, Military Experience, Social Sciences, Management
Education
The University of Texas at San Antonio 2014 — 2016
Master of Science (M.S.), Criminology and criminal justice, 3.8
The University of Texas at San Antonio 2012 — 2014
Bachelor's degree, Criminal Justice, Summa Cum Laude
Northwest Vista College 2004 — 2006
Associate of Arts (A.A.), Pre-Law Studies
Emily Espinosa's American Funds Experience April 2014 - Present
Job Investment Consultant
Industry Financial Services
Experience
American Funds April 2014 - Present
Security Service Federal Credit Union May 2008 - Present
HEB April 2006 - April 2008
Skills
Customer Service, Banking, Team Building
Education
Northwest Vista College 2011 — 2013
Associate's degree, Business Administration and Management, General, 3.0
American Funds April 2014 - Present
Security Service Federal Credit Union May 2008 - Present
HEB April 2006 - April 2008
Skills
Customer Service, Banking, Team Building
Education
Northwest Vista College 2011 — 2013
Associate's degree, Business Administration and Management, General, 3.0
Katrina Tovar's American Funds Experience June 2011 - August 2013
Job Realtor with Sundance Homes & Realty
Industry Real Estate
Experience
Sundance Homes & Realty January 2014 - Present
HomeMax Solutions August 2013 - Present
Hacienda Home Real Estate August 2012 - January 2014
American Funds June 2011 - August 2013
Verizon Wireless February 2006 - July 2009
Skills
Wine, Real Estate, Residential Homes, Purchasing, Investment Properties, Selling, Real Estate Transactions, Luxury, Real Estate Contracts, Negotiation, Marketing, Sales, First Time Home Buyers, Foreclosures, Relocation, Sellers
Education
Northwest Vista College
Associates fo Science, Mathematics
Allied Business Schools 2010 — 2011
Real Estate License, Real Estate
Sundance Homes & Realty January 2014 - Present
HomeMax Solutions August 2013 - Present
Hacienda Home Real Estate August 2012 - January 2014
American Funds June 2011 - August 2013
Verizon Wireless February 2006 - July 2009
Skills
Wine, Real Estate, Residential Homes, Purchasing, Investment Properties, Selling, Real Estate Transactions, Luxury, Real Estate Contracts, Negotiation, Marketing, Sales, First Time Home Buyers, Foreclosures, Relocation, Sellers
Education
Northwest Vista College
Associates fo Science, Mathematics
Allied Business Schools 2010 — 2011
Real Estate License, Real Estate
Daniel Field, CFP®'s American Funds Experience January 2006 - December 2006
Job Wealth Advisor at J. M. Egan Wealth Advisors, LLC
Industry Financial Services
Experience
J. M. Egan Wealth Advisors, LLC June 2015 - Present
Masterworks Fiscal Advisors August 2014 - May 2015
Summit Financial Resources May 2008 - August 2014
Corkscrew Cafe January 2007 - August 2007
American Funds January 2006 - December 2006
Trust Company of the West October 2005 - December 2005
Hotel State College Company April 2003 - June 2004
New Jersey Cardinals May 2001 - September 2001
Skills
Wealth Management, Alternative Investments, Investment Strategies, Estate Planning, Retirement, Financial Goals, Financial Advisory, Strategic Financial..., Portfolio Management, Insurance, Retirement Planning, Finance, Equities, Management, Investments, Financial Reporting, Leadership, Business Planning, Series 7, Fixed Income, CRM, Asset Allocation, Financial Planning
Education
Fairleigh Dickinson University-Metropolitan Campus 2007 — 2008
Certificate, Financial Planning
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
J. M. Egan Wealth Advisors, LLC June 2015 - Present
Masterworks Fiscal Advisors August 2014 - May 2015
Summit Financial Resources May 2008 - August 2014
Corkscrew Cafe January 2007 - August 2007
American Funds January 2006 - December 2006
Trust Company of the West October 2005 - December 2005
Hotel State College Company April 2003 - June 2004
New Jersey Cardinals May 2001 - September 2001
Skills
Wealth Management, Alternative Investments, Investment Strategies, Estate Planning, Retirement, Financial Goals, Financial Advisory, Strategic Financial..., Portfolio Management, Insurance, Retirement Planning, Finance, Equities, Management, Investments, Financial Reporting, Leadership, Business Planning, Series 7, Fixed Income, CRM, Asset Allocation, Financial Planning
Education
Fairleigh Dickinson University-Metropolitan Campus 2007 — 2008
Certificate, Financial Planning
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Jorge Garcia-Rico Jorge Garcia-Rico's American Funds Experience May 2015 - Present
Job Client Services Capital Group, American Funds
Industry Investment Management
Experience
American Funds May 2015 - Present
Precision R June 2012 - Present
AT&T June 2008 - June 2012
Travelocity July 2007 - June 2008
Swissport June 2006 - July 2007
Skills
Customer Service, Sales, Sales Management, Operations Management, Bilingual, Supervisory Experience, Microsoft Office, Strategic Planning, Web Content, Marketing Strategy, Marketing, Strategic Sales Plans, Customer Retention, Hotels, Call Centers, Customer Satisfaction, Management, Team Building, Employee Relations, Account Management, Team Leadership, Talent Acquisition, Human Resources, Training, Recruiting, Leadership, Time Management, New Business Development, Interviews, Sourcing, Talent Management, Technical Recruiting, Team Management, Screening Resumes
Education
San Antonio College 2005 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.0
American Funds May 2015 - Present
Precision R June 2012 - Present
AT&T June 2008 - June 2012
Travelocity July 2007 - June 2008
Swissport June 2006 - July 2007
Skills
Customer Service, Sales, Sales Management, Operations Management, Bilingual, Supervisory Experience, Microsoft Office, Strategic Planning, Web Content, Marketing Strategy, Marketing, Strategic Sales Plans, Customer Retention, Hotels, Call Centers, Customer Satisfaction, Management, Team Building, Employee Relations, Account Management, Team Leadership, Talent Acquisition, Human Resources, Training, Recruiting, Leadership, Time Management, New Business Development, Interviews, Sourcing, Talent Management, Technical Recruiting, Team Management, Screening Resumes
Education
San Antonio College 2005 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.0
Vinay Vidyadhar's American Funds Experience July 2005 - October 2008
Job
Industry Information Technology and Services
Experience
Apple Inc. March 2010 - Present
Northern Natural Gas (A Berkshire Hathaway subsidiary) October 2008 - October 2009
American Funds July 2005 - October 2008
Skills
iOS, iPhone, iPad, Apple Watch, Cocoa Touch, WatchKit, SceneKit, Objective-C, Smalltalk, JavaScript, Xcode, REST, SOAP, XML, JSON, Design Patterns, Agile Methodologies, RUP Methodologies, Git, Subversion, SQLite, MongoDB, MySQL, SQL Server, Oracle, DB2, PL/SQL, Unix Shell Scripting, MQTT, Mobile Applications, Mobile Payments, Telematics, Automotive Infotainment, Indoor Navigation, Usage Based Insurance
Education
Northern Kentucky University 1986 — 1990
B.S, Computer Science
Apple Inc. March 2010 - Present
Northern Natural Gas (A Berkshire Hathaway subsidiary) October 2008 - October 2009
American Funds July 2005 - October 2008
Skills
iOS, iPhone, iPad, Apple Watch, Cocoa Touch, WatchKit, SceneKit, Objective-C, Smalltalk, JavaScript, Xcode, REST, SOAP, XML, JSON, Design Patterns, Agile Methodologies, RUP Methodologies, Git, Subversion, SQLite, MongoDB, MySQL, SQL Server, Oracle, DB2, PL/SQL, Unix Shell Scripting, MQTT, Mobile Applications, Mobile Payments, Telematics, Automotive Infotainment, Indoor Navigation, Usage Based Insurance
Education
Northern Kentucky University 1986 — 1990
B.S, Computer Science
Sara Bruner's American Funds Experience June 1999 - December 2002
Job Product Owner at HealthCall, LLC
Industry Hospital & Health Care
Experience
HealthCall, LLC October 2012 - Present
RVK, Inc. January 2011 - October 2012
National Bond & Trust Co Inc. January 2003 - December 2010
American Funds June 1999 - December 2002
Education
St. Joseph's College (IN) 1995 — 1999
Bachelor's degree, Psychology
HealthCall, LLC October 2012 - Present
RVK, Inc. January 2011 - October 2012
National Bond & Trust Co Inc. January 2003 - December 2010
American Funds June 1999 - December 2002
Education
St. Joseph's College (IN) 1995 — 1999
Bachelor's degree, Psychology
Dale Wisneiwski Dale Wisneiwski's American Funds Experience February 2008 - June 2015
Job Unemployed
Industry Financial Services
Experience
American Funds February 2008 - June 2015
Skills
Securities, Asset Management, Equities, Investments, Mutual Funds, Fixed Income, Retirement, Asset Allocation, 401k, Financial Services, Finance, Relationship Management, Process Improvement, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Paradise Valley Community College 2002 — 2003
Communication, General
University of Arizona 2000 — 2002
Chemistry
North Canyon High School 1996 — 2000
International Baccalaureate
American Funds February 2008 - June 2015
Skills
Securities, Asset Management, Equities, Investments, Mutual Funds, Fixed Income, Retirement, Asset Allocation, 401k, Financial Services, Finance, Relationship Management, Process Improvement, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Paradise Valley Community College 2002 — 2003
Communication, General
University of Arizona 2000 — 2002
Chemistry
North Canyon High School 1996 — 2000
International Baccalaureate
Carol Tatman Carol Tatman's American Funds Experience November 2014 - Present
Job Business Analyst Manager at American Funds
Industry Financial Services
Experience
American Funds November 2014 - Present
American Funds April 2003 - November 2014
Skills
Customer Service, Investments, Risk Management, Business Analysis, Finance, Mutual Funds, Process Improvement, Operations Management, Team Management, Team Leadership, Team Building, Regulatory Compliance
Education
Plaza College
Information Sciences
American Funds November 2014 - Present
American Funds April 2003 - November 2014
Skills
Customer Service, Investments, Risk Management, Business Analysis, Finance, Mutual Funds, Process Improvement, Operations Management, Team Management, Team Leadership, Team Building, Regulatory Compliance
Education
Plaza College
Information Sciences
Will McKenna Will McKenna's American Funds Experience May 2001 - Present
Job American Funds Vice President, Marketing Communications
Industry Financial Services
Experience
American Funds May 2001 - Present
Maureen Berman Associates January 1997 - December 2000
Mercer Management Consulting January 1990 - December 1996
Skills
Integrated Marketing, Strategy, Marketing Communications, Marketing, Leadership, Sales, Mutual Funds, Series 7, Alternative Investments, Investments, Asset Management, Financial Services, Digital Marketing, Equities, Marketing Strategy, Strategic Partnerships, Copywriting, Social Media, Series 63, Competitive Analysis, Blogging, Social Media Marketing, Event Planning, Business Strategy, Editing, Customer Insight, Non-profits, Thought Leadership, Online Marketing, Go-to-market Strategy, Public Relations, Social Networking, Content Strategy
Education
Princeton University 1984 — 1988
BS, Anthropology, Summa cum laude
Hotchkiss School 1981 — 1984
American Funds May 2001 - Present
Maureen Berman Associates January 1997 - December 2000
Mercer Management Consulting January 1990 - December 1996
Skills
Integrated Marketing, Strategy, Marketing Communications, Marketing, Leadership, Sales, Mutual Funds, Series 7, Alternative Investments, Investments, Asset Management, Financial Services, Digital Marketing, Equities, Marketing Strategy, Strategic Partnerships, Copywriting, Social Media, Series 63, Competitive Analysis, Blogging, Social Media Marketing, Event Planning, Business Strategy, Editing, Customer Insight, Non-profits, Thought Leadership, Online Marketing, Go-to-market Strategy, Public Relations, Social Networking, Content Strategy
Education
Princeton University 1984 — 1988
BS, Anthropology, Summa cum laude
Hotchkiss School 1981 — 1984
Timothy Turturici Timothy Turturici's American Funds Experience September 2012 - July 2013
Job Pended Applications Specialist/Bank Operations Specialist III at Ally Financial Inc.
Industry Banking
Experience
Ally Financial Inc. September 2013 - Present
American Funds September 2012 - July 2013
Firstrust Bank March 2010 - August 2012
Smith & Hawken June 2006 - November 2010
Skills
Customer Service, Sales, Banking, Microsoft Office, Team Building, Auditing, Retail Banking, Inventory Management, Salesforce.com, Store Operations, Troubleshooting, Financial Transactions, Finance, Office Administration, Task Management, Office Management, Organizational..., Problem Solving, Lexis, Efunds, Fraud Detection, Cedar, KYC, OFAC, CIP
Education
Montgomery County Community College
Associate's degree, Business Administration
Ally Financial Inc. September 2013 - Present
American Funds September 2012 - July 2013
Firstrust Bank March 2010 - August 2012
Smith & Hawken June 2006 - November 2010
Skills
Customer Service, Sales, Banking, Microsoft Office, Team Building, Auditing, Retail Banking, Inventory Management, Salesforce.com, Store Operations, Troubleshooting, Financial Transactions, Finance, Office Administration, Task Management, Office Management, Organizational..., Problem Solving, Lexis, Efunds, Fraud Detection, Cedar, KYC, OFAC, CIP
Education
Montgomery County Community College
Associate's degree, Business Administration
Brendan Jonland Brendan Jonland's American Funds Experience January 2013 - Present
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds January 2013 - Present
Invesco Ltd. June 2010 - December 2012
Invesco Ltd. July 2006 - June 2010
UBS Global Asset Management May 2005 - August 2005
Education
Northwestern University 2007 — 2008
Certification, Certified Financial Planner
University of Illinois at Urbana-Champaign 2001 — 2005
Bacehlor's Degree
American Funds January 2013 - Present
Invesco Ltd. June 2010 - December 2012
Invesco Ltd. July 2006 - June 2010
UBS Global Asset Management May 2005 - August 2005
Education
Northwestern University 2007 — 2008
Certification, Certified Financial Planner
University of Illinois at Urbana-Champaign 2001 — 2005
Bacehlor's Degree
Anne Christianson, CIMA®'s American Funds Experience July 2009 - September 2015
Job Director of Business Development at Vida Capital
Industry Investment Management
Experience
Vida Capital September 2015 - Present
American Funds July 2009 - September 2015
American Funds April 2008 - July 2009
AMC Mortgage, LLC October 2006 - April 2008
Skills
Certified Investment..., Sales, Behavioral Finance, Mutual Funds, Investments, Sales Presentations, Financial Services, Finance, Series 63, Series 7, Retirement Planning, Retirement, Portfolio Management, Marketing, Financial Advisory, Asset Allocation, 401k, SMA, Acting, Series 65, Financial Planning, Capital Markets, Asset Managment, Financial Analysis, Insurance, Investment Strategies, Microsoft Word, Strategic Financial..., Training, Risk Management, Salesforce.com, Strategic Planning, Management
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Executive education: Certified Investment Management Analyst program, Investments and Securities
Texas Tech University 2006 — 2011
Bachelor's degree, Triple; of Psychology, English, and History
Sam Houston State University 2004 — 2006
Musical Theatre and Honors Liberal Arts
Vida Capital September 2015 - Present
American Funds July 2009 - September 2015
American Funds April 2008 - July 2009
AMC Mortgage, LLC October 2006 - April 2008
Skills
Certified Investment..., Sales, Behavioral Finance, Mutual Funds, Investments, Sales Presentations, Financial Services, Finance, Series 63, Series 7, Retirement Planning, Retirement, Portfolio Management, Marketing, Financial Advisory, Asset Allocation, 401k, SMA, Acting, Series 65, Financial Planning, Capital Markets, Asset Managment, Financial Analysis, Insurance, Investment Strategies, Microsoft Word, Strategic Financial..., Training, Risk Management, Salesforce.com, Strategic Planning, Management
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Executive education: Certified Investment Management Analyst program, Investments and Securities
Texas Tech University 2006 — 2011
Bachelor's degree, Triple; of Psychology, English, and History
Sam Houston State University 2004 — 2006
Musical Theatre and Honors Liberal Arts
Stephen May, CIMA®'s American Funds Experience November 2013 - Present
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds November 2013 - Present
Franklin Templeton Investments June 2008 - October 2013
Lord, Abbett & Co. LLC April 2005 - May 2008
Quick & Reilly June 1998 - March 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Hedge Funds, Series 7, Capital Markets, Alternative Investments, Wealth Management, Financial Services, Bloomberg, Securities, Derivatives, Mutual Funds
Education
St. Bonaventure University 1994 — 1998
Bachelor of Science (B.S.), Business
Canisius High School 1990 — 1994
American Funds November 2013 - Present
Franklin Templeton Investments June 2008 - October 2013
Lord, Abbett & Co. LLC April 2005 - May 2008
Quick & Reilly June 1998 - March 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Hedge Funds, Series 7, Capital Markets, Alternative Investments, Wealth Management, Financial Services, Bloomberg, Securities, Derivatives, Mutual Funds
Education
St. Bonaventure University 1994 — 1998
Bachelor of Science (B.S.), Business
Canisius High School 1990 — 1994
Lawrence Burroughs Lawrence Burroughs's American Funds Experience 2000 - 2003
Job Experienced Family Law and Criminal Defense Trial Attorney with Burroughs Law Office, P.C.
Industry Law Practice
Experience
Burroughs Law Office, P.C. June 2006 - Present
Saint Leo University 2006 - Present
Office of the Public Defender Norfolk 2006 - 2008
American Funds 2000 - 2003
Delaware Investments 1998 - 2000
Spirit Cruises 1993 - 1998
Skills
Family Law, Criminal Defense, Custody, Property Division, Collaborative Law, Matrimonial Law, Alimony, Divorce Planning, Hearings, Civil Litigation, Mediation, Financial Services, Arbitration, Courts, Property Law, Criminal Law, Alternative Dispute..., Litigation, Preparation of Wills, Trial Practice, Legal Writing, Legal Research, Juvenile Law, Wills
Education
Regent University School of Law 2003 — 2005
Juris Doctor, Law
Virginia Wesleyan College 1994 — 1998
BA, Business, Management, Economics
Burroughs Law Office, P.C. June 2006 - Present
Saint Leo University 2006 - Present
Office of the Public Defender Norfolk 2006 - 2008
American Funds 2000 - 2003
Delaware Investments 1998 - 2000
Spirit Cruises 1993 - 1998
Skills
Family Law, Criminal Defense, Custody, Property Division, Collaborative Law, Matrimonial Law, Alimony, Divorce Planning, Hearings, Civil Litigation, Mediation, Financial Services, Arbitration, Courts, Property Law, Criminal Law, Alternative Dispute..., Litigation, Preparation of Wills, Trial Practice, Legal Writing, Legal Research, Juvenile Law, Wills
Education
Regent University School of Law 2003 — 2005
Juris Doctor, Law
Virginia Wesleyan College 1994 — 1998
BA, Business, Management, Economics
John Tyler Hjalmquist John Tyler Hjalmquist's American Funds Experience May 2015 - July 2015
Job MBA Candidate at McCombs School of Business
Industry Marketing and Advertising
Experience
McCombs School of Business July 2014 - Present
American Funds May 2015 - July 2015
Quorum Business Solutions August 2011 - July 2014
City Wide Mechanical Inc May 2010 - July 2010
City Wide Mechancial Inc June 2009 - August 2009
Hunt Construction June 2008 - August 2008
JDW Insurance June 2004 - August 2004
Skills
SQL, Tableau, Alteryx, Consulting, Natural Gas, C++, C#, Pipeline Management, Software Development, Software Project..., Crystal Reports, Energy Industry, Business Intelligence, Data Analysis, Microsoft Excel, Natural Gas Trading, Software Documentation, Software Design, Oil & Gas Industry, Requirements Gathering, VBA
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Southern Methodist University 2007 — 2011
Bachelor of Science (B.S.), Mechanical Engineering, 3.75
McCombs School of Business July 2014 - Present
American Funds May 2015 - July 2015
Quorum Business Solutions August 2011 - July 2014
City Wide Mechanical Inc May 2010 - July 2010
City Wide Mechancial Inc June 2009 - August 2009
Hunt Construction June 2008 - August 2008
JDW Insurance June 2004 - August 2004
Skills
SQL, Tableau, Alteryx, Consulting, Natural Gas, C++, C#, Pipeline Management, Software Development, Software Project..., Crystal Reports, Energy Industry, Business Intelligence, Data Analysis, Microsoft Excel, Natural Gas Trading, Software Documentation, Software Design, Oil & Gas Industry, Requirements Gathering, VBA
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Southern Methodist University 2007 — 2011
Bachelor of Science (B.S.), Mechanical Engineering, 3.75
Antonio Jones (tjones9587@gmail.com) Antonio Jones (tjones9587@gmail.com)'s American Funds Experience March 2014 - Present
Job Client Services Representative at American Funds
Industry Outsourcing/Offshoring
Experience
American Funds March 2014 - Present
APAC Customer Services April 2012 - Present
APAC Customer Services July 2011 - Present
APAC Customer Services July 2011 - June 2012
The Lounge May 2009 - October 2010
Zion Bethel United Church of Christ September 2005 - December 2008
Skills
Leadership, Management, Customer Satisfaction, Team Leadership, Call Centers, Training, Sales, Team Building
Education
Norfolk State University 1993 — 1996
Marketing & Entreprenurial Studies
I.C. Norcom High School
Diploma, Business
American Funds March 2014 - Present
APAC Customer Services April 2012 - Present
APAC Customer Services July 2011 - Present
APAC Customer Services July 2011 - June 2012
The Lounge May 2009 - October 2010
Zion Bethel United Church of Christ September 2005 - December 2008
Skills
Leadership, Management, Customer Satisfaction, Team Leadership, Call Centers, Training, Sales, Team Building
Education
Norfolk State University 1993 — 1996
Marketing & Entreprenurial Studies
I.C. Norcom High School
Diploma, Business
Daniel Leffler's American Funds Experience February 2011 - December 2013
Job Scheduling Analyst at Constellation
Industry Commercial Real Estate
Experience
Constellation December 2013 - Present
Leffler's Laundry LLC August 2008 - Present
Doug Jones Real Estate Company May 2012 - Present
American Funds February 2011 - December 2013
Cassidy Turley May 2010 - August 2010
Fogelman Management Group June 2007 - August 2008
Education
Purdue University 2006 — 2010
Bachelor of Science (B.S.), Accounting, Management
Constellation December 2013 - Present
Leffler's Laundry LLC August 2008 - Present
Doug Jones Real Estate Company May 2012 - Present
American Funds February 2011 - December 2013
Cassidy Turley May 2010 - August 2010
Fogelman Management Group June 2007 - August 2008
Education
Purdue University 2006 — 2010
Bachelor of Science (B.S.), Accounting, Management
Landon Patterson Landon Patterson's American Funds Experience 2014 - Present
Job Internal Wholesaler at American Funds
Industry Financial Services
Experience
American Funds 2014 - Present
Hines Securities January 2014 - June 2014
Edward Jones July 2012 - January 2014
Skills
Equities, Fixed Income, Mutual Funds, ETFs, Investment Advisory, Retirement Planning, Financial Analysis, 401k Rollovers, IRAs, Wealth Management
Education
St. Edward's University
Bachelor of Business Administration (BBA), Marketing
American Funds 2014 - Present
Hines Securities January 2014 - June 2014
Edward Jones July 2012 - January 2014
Skills
Equities, Fixed Income, Mutual Funds, ETFs, Investment Advisory, Retirement Planning, Financial Analysis, 401k Rollovers, IRAs, Wealth Management
Education
St. Edward's University
Bachelor of Business Administration (BBA), Marketing
Doug Stuver's American Funds Experience April 2006 - May 2014
Job Manager of Process Improvement at Anthem
Industry Insurance
Experience
Anthem, Inc. May 2014 - Present
American Funds April 2006 - May 2014
Norfolk Florist May 2001 - January 2006
Liberty Tax Service December 1999 - May 2001
Skills
Management, Sales, Call Center, Small Business, Mutual Funds, Customer Service, Human Resources, Marketing, Financial Services, Budgets, Risk Management, Team Building, Operations Management, CRM, Leadership, Training, Process Improvement, Call Centers, Strategic Planning
Education
Old Dominion University 1997 — 2000
Master of Business Administration (MBA), Business Administration, Management and Operations
University of New Hampshire - Whittemore School of Business and Economics 1986 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
St. Thomas Aquinas
Anthem, Inc. May 2014 - Present
American Funds April 2006 - May 2014
Norfolk Florist May 2001 - January 2006
Liberty Tax Service December 1999 - May 2001
Skills
Management, Sales, Call Center, Small Business, Mutual Funds, Customer Service, Human Resources, Marketing, Financial Services, Budgets, Risk Management, Team Building, Operations Management, CRM, Leadership, Training, Process Improvement, Call Centers, Strategic Planning
Education
Old Dominion University 1997 — 2000
Master of Business Administration (MBA), Business Administration, Management and Operations
University of New Hampshire - Whittemore School of Business and Economics 1986 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
St. Thomas Aquinas
Marah Pester Marah Pester's American Funds Experience September 2013 - Present
Job Business Development Coordinator at American Funds
Industry Financial Services
Experience
American Funds September 2013 - Present
American Funds 2011 - Present
Therma Tru December 2008 - July 2009
THERMA TRU DOORS 2005-2009 December 2005 - July 2009
THERMA TRU DOORS 2005-2009 February 2007 - October 2007
INDIANA TECHNICAL INSTITUTE August 2005 - December 2005
Skills
Microsoft Office, Program Management, CRM, Purchasing, Strategy, Analysis, Customer Retention, Customer Satisfaction, Customer Service, ERP, Marketing, Cold Calling, Business Development, Account Management
Education
Miami University
BACHELOR OF ARTS, POLITICAL SCIENCE
American Funds September 2013 - Present
American Funds 2011 - Present
Therma Tru December 2008 - July 2009
THERMA TRU DOORS 2005-2009 December 2005 - July 2009
THERMA TRU DOORS 2005-2009 February 2007 - October 2007
INDIANA TECHNICAL INSTITUTE August 2005 - December 2005
Skills
Microsoft Office, Program Management, CRM, Purchasing, Strategy, Analysis, Customer Retention, Customer Satisfaction, Customer Service, ERP, Marketing, Cold Calling, Business Development, Account Management
Education
Miami University
BACHELOR OF ARTS, POLITICAL SCIENCE
Chris Easdon Chris Easdon's American Funds Experience 1988 - 2000
Job Sr. Manager, Knowledge, Support Engineering, and Data Management at Canon Information & Technology Services
Industry Information Technology and Services
Experience
Canon Information & Technology Services January 2014 - Present
Canon ITS January 2013 - Present
Canon ITS November 2002 - January 2013
American Funds 1988 - 2000
Skills
Vendor Management, Team Building, Process Improvement, Customer Relations, Visio, Customer Service, Program Management, Management, Change Management, Business Process..., Business Intelligence, Data Analysis, SDLC, Project Management, Cross-functional Team..., Leadership, CRM, Software Project..., Business Analysis, Integration, Business Process, IT Strategy, Project Portfolio..., PMP, Requirements Analysis, PMO, Product Management, IT Management, ITIL, Cloud Computing
Education
ECPI 2000 — 2002
AAS, Computer & Information Sciences
Mt. San Antonio College 1987 — 1988
AA, Gen Ed
Canon Information & Technology Services January 2014 - Present
Canon ITS January 2013 - Present
Canon ITS November 2002 - January 2013
American Funds 1988 - 2000
Skills
Vendor Management, Team Building, Process Improvement, Customer Relations, Visio, Customer Service, Program Management, Management, Change Management, Business Process..., Business Intelligence, Data Analysis, SDLC, Project Management, Cross-functional Team..., Leadership, CRM, Software Project..., Business Analysis, Integration, Business Process, IT Strategy, Project Portfolio..., PMP, Requirements Analysis, PMO, Product Management, IT Management, ITIL, Cloud Computing
Education
ECPI 2000 — 2002
AAS, Computer & Information Sciences
Mt. San Antonio College 1987 — 1988
AA, Gen Ed
Frank Maranto's American Funds Experience October 2006 - June 2015
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard August 2015 - Present
American Funds October 2006 - June 2015
Enterprise Rent-A-Car February 2002 - October 2006
East Jefferson YMCA June 1999 - January 2002
Skills
Process Improvement, Customer Relations, Team Leadership, Performance Management, Organization Skills, Financial Services, Mutual Funds, Web Services, Data Analysis, Quality Assurance, Time Management
Education
Southeastern Louisiana University 1995 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Vanguard August 2015 - Present
American Funds October 2006 - June 2015
Enterprise Rent-A-Car February 2002 - October 2006
East Jefferson YMCA June 1999 - January 2002
Skills
Process Improvement, Customer Relations, Team Leadership, Performance Management, Organization Skills, Financial Services, Mutual Funds, Web Services, Data Analysis, Quality Assurance, Time Management
Education
Southeastern Louisiana University 1995 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Paul Cornelissen's American Funds Experience July 2005 - Present
Job Migration Specialist at American Funds
Industry Investment Management
Experience
American Funds July 2005 - Present
E! Online June 2000 - July 2005
Education
New York University 1989 — 1991
American Funds July 2005 - Present
E! Online June 2000 - July 2005
Education
New York University 1989 — 1991
James Ramstack's American Funds Experience team manageramerican funds service company1990 - 2007
Job Team Manager at American Funds
Industry Financial Services
Experience
American Funds team manageramerican funds service company1990 - 2007
Education
Saint Mary's College of California 1984 — 1988
American Funds team manageramerican funds service company1990 - 2007
Education
Saint Mary's College of California 1984 — 1988
Joy Gills's American Funds Experience July 1997 - 1999
Job ECommerce Digital Analytics Manager with HEB
Industry Internet
Experience
HEB May 2014 - Present
The Capital Group Companies December 2008 - April 2014
The Capital Group Companies 1999 - November 2008
The Capital Group Companies July 1998 - November 1999
American Funds July 1997 - 1999
Skills
Visio, SDLC, Waterfall, Agile Methodologies, Process Improvement, Vendor Management, Project Management, Risk Management, Enterprise Architecture, Quality Center, PMP, PMO, Scrum, Agile Project Management, Program Management, Analysis, Requirements Gathering, RUP, User Acceptance Testing, Mutual Funds, MS Project, Software Project..., IT Management, Analytics, Business Requirements, Project Planning, Test Cases, Usability Testing, SharePoint, Training, IT Strategy, Data Analysis, E-commerce
Education
Our Lady of the Lake University 2012 — 2014
Master of Business Administration (M.B.A.)
Our Lady of the Lake University 1999 — 2004
B.A, Business Management
John Hopkins Bloomberg School of Public Health
Individual Coursework, The Data Scientist's Toolbox
HEB May 2014 - Present
The Capital Group Companies December 2008 - April 2014
The Capital Group Companies 1999 - November 2008
The Capital Group Companies July 1998 - November 1999
American Funds July 1997 - 1999
Skills
Visio, SDLC, Waterfall, Agile Methodologies, Process Improvement, Vendor Management, Project Management, Risk Management, Enterprise Architecture, Quality Center, PMP, PMO, Scrum, Agile Project Management, Program Management, Analysis, Requirements Gathering, RUP, User Acceptance Testing, Mutual Funds, MS Project, Software Project..., IT Management, Analytics, Business Requirements, Project Planning, Test Cases, Usability Testing, SharePoint, Training, IT Strategy, Data Analysis, E-commerce
Education
Our Lady of the Lake University 2012 — 2014
Master of Business Administration (M.B.A.)
Our Lady of the Lake University 1999 — 2004
B.A, Business Management
John Hopkins Bloomberg School of Public Health
Individual Coursework, The Data Scientist's Toolbox
Parnell Nygren's American Funds Experience January 1989 - December 1999
Job Manager at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America October 2003 - Present
Sprint July 2000 - October 2002
American Funds January 1989 - December 1999
Skills
Call Center, Vendor Management, Performance Management, Process Improvement, Operations Management, Customer Service, Call Centers, Banking, Forecasting, Team Building, Employee Training, Interviews, Military, Project Management, Business Analysis, Customer Satisfaction, Leadership, Management, Risk Management, Training, Change Management
Education
Mt. San Antonio College
Hyundai Capital America October 2003 - Present
Sprint July 2000 - October 2002
American Funds January 1989 - December 1999
Skills
Call Center, Vendor Management, Performance Management, Process Improvement, Operations Management, Customer Service, Call Centers, Banking, Forecasting, Team Building, Employee Training, Interviews, Military, Project Management, Business Analysis, Customer Satisfaction, Leadership, Management, Risk Management, Training, Change Management
Education
Mt. San Antonio College
Warren Bross's American Funds Experience 2008 - Present
Job Multimedia Writer at American Funds (The Capital Group)
Industry Financial Services
Experience
American Funds 2008 - Present
American Funds (The Capital Group) March 2003 - Present
The Capital Group Companies, Inc 2003 - Present
The Capital Group Companies, Inc 2003 - Present
Skills
Proofreading, Editing, Writing, Marketing, Copy Editing, Screenwriting, Copywriting, Public Speaking, Video, Multimedia, Content Strategy, Content Development
Education
University of California, Berkeley 1978 — 1982
A.B., English
San Francisco State University
M.A., English:Creative Writing
University of Southern California
M.A., School of Cinema-Television: Screenwriting
American Funds 2008 - Present
American Funds (The Capital Group) March 2003 - Present
The Capital Group Companies, Inc 2003 - Present
The Capital Group Companies, Inc 2003 - Present
Skills
Proofreading, Editing, Writing, Marketing, Copy Editing, Screenwriting, Copywriting, Public Speaking, Video, Multimedia, Content Strategy, Content Development
Education
University of California, Berkeley 1978 — 1982
A.B., English
San Francisco State University
M.A., English:Creative Writing
University of Southern California
M.A., School of Cinema-Television: Screenwriting
Susan Thoben's American Funds Experience October 2001 - November 2002
Job Site Coordinator at School on Wheels
Industry Consumer Services
Experience
School on Wheels August 2008 - Present
Distinct Images November 2007 - January 2009
C.P. Morgan August 2003 - June 2007
C.P. Morgan December 2002 - August 2003
American Funds October 2001 - November 2002
Education
Purdue University 1996 — 2000
B.S in Technology, Organizational Leadership and Supervison
School on Wheels August 2008 - Present
Distinct Images November 2007 - January 2009
C.P. Morgan August 2003 - June 2007
C.P. Morgan December 2002 - August 2003
American Funds October 2001 - November 2002
Education
Purdue University 1996 — 2000
B.S in Technology, Organizational Leadership and Supervison
Nick Donatiello's American Funds Experience 2008 - Present
Job President and CEO at Odyssey
Industry Management Consulting
Experience
Odyssey September 1993 - Present
Dolby 2009 - Present
American Funds 2008 - Present
Stanford University Graduate School of Business 2012 - Present
The Schwab Charitable Fund January 2010 - Present
San Francisco Museum of Modern Art 2012 - Present
Classmates.com July 2007 - January 2010
KQED January 2006 - December 2008
KQED January 2002 - December 2008
Gemstar-TV Guide July 2000 - May 2008
Education
Princeton University
B.S.E. (Bachelor of Science in Engineering)
Stanford University Graduate School of Business
MBA
Odyssey September 1993 - Present
Dolby 2009 - Present
American Funds 2008 - Present
Stanford University Graduate School of Business 2012 - Present
The Schwab Charitable Fund January 2010 - Present
San Francisco Museum of Modern Art 2012 - Present
Classmates.com July 2007 - January 2010
KQED January 2006 - December 2008
KQED January 2002 - December 2008
Gemstar-TV Guide July 2000 - May 2008
Education
Princeton University
B.S.E. (Bachelor of Science in Engineering)
Stanford University Graduate School of Business
MBA
William Gilmartin's American Funds Experience December 2012 - December 2013
Job Wholesaler at Capital Group
Industry Financial Services
Experience
Capital Group January 2014 - Present
American Funds December 2012 - December 2013
JP Morgan Asset Management October 2010 - October 2012
JP Morgan Asset Management January 2009 - September 2010
J&W Seligman May 2007 - November 2008
Wachovia Bank November 2004 - May 2007
UBS Financial Services January 2003 - November 2004
Skills
Financial Advisory, Separately Managed..., Asset Managment, Securities, Uniform Combined State..., Hedge Funds, Series 24, Equities, Series 6, Asset Management, Fixed Income, Financial Services, 401k, Investment Advisory, Investment Strategies, Investments, Retirement Planning, Investment Management, FINRA, Trading, Retirement, Portfolio Management
Education
Monmouth University 1999 — 2001
Bachelors, Business Finance
Capital Group January 2014 - Present
American Funds December 2012 - December 2013
JP Morgan Asset Management October 2010 - October 2012
JP Morgan Asset Management January 2009 - September 2010
J&W Seligman May 2007 - November 2008
Wachovia Bank November 2004 - May 2007
UBS Financial Services January 2003 - November 2004
Skills
Financial Advisory, Separately Managed..., Asset Managment, Securities, Uniform Combined State..., Hedge Funds, Series 24, Equities, Series 6, Asset Management, Fixed Income, Financial Services, 401k, Investment Advisory, Investment Strategies, Investments, Retirement Planning, Investment Management, FINRA, Trading, Retirement, Portfolio Management
Education
Monmouth University 1999 — 2001
Bachelors, Business Finance
Rob Greeley's American Funds Experience December 2011 - Present
Job Wholesaler at American Funds
Industry Financial Services
Experience
American Funds December 2011 - Present
Putnam Investments September 1998 - December 2011
Skills
Retirement Plan..., Series 7, Mutual Funds, Series 63, Insurance Licenses - CA...
Education
Providence College 1994 — 1998
B.S., Accounting
American Funds December 2011 - Present
Putnam Investments September 1998 - December 2011
Skills
Retirement Plan..., Series 7, Mutual Funds, Series 63, Insurance Licenses - CA...
Education
Providence College 1994 — 1998
B.S., Accounting
Guy Field's American Funds Experience 1995 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab August 2010 - February 2012
Great-West Retirement Services August 2009 - August 2010
USAA January 2005 - July 2008
American Funds 1995 - 2004
American Funds June 1997 - June 1998
American Funds September 1995 - June 1997
Skills
Financial Planning, Retirement Planning, Asset Allocation, Debt Management, Building Relationships, Retirement, Strategic Financial..., Portfolio Management, Employee Benefits, Mutual Funds, Financial Services, Series 7, Series 63, Investments, Wealth Management, Investment Strategies, Investment Advisory, Series 6, Securities, Uniform Combined State..., Fixed Annuities, Equities, 401k, Asset Management, Relationship Management, Financial Advisory, FINRA, Finance, IRAs, Wealth, Bonds, Fixed Income
Education
St. Mary's University
Master of Business Administration (MBA)
The University of Texas at San Antonio
BBA
Charles Schwab August 2010 - February 2012
Great-West Retirement Services August 2009 - August 2010
USAA January 2005 - July 2008
American Funds 1995 - 2004
American Funds June 1997 - June 1998
American Funds September 1995 - June 1997
Skills
Financial Planning, Retirement Planning, Asset Allocation, Debt Management, Building Relationships, Retirement, Strategic Financial..., Portfolio Management, Employee Benefits, Mutual Funds, Financial Services, Series 7, Series 63, Investments, Wealth Management, Investment Strategies, Investment Advisory, Series 6, Securities, Uniform Combined State..., Fixed Annuities, Equities, 401k, Asset Management, Relationship Management, Financial Advisory, FINRA, Finance, IRAs, Wealth, Bonds, Fixed Income
Education
St. Mary's University
Master of Business Administration (MBA)
The University of Texas at San Antonio
BBA
Anuj Tiwari's American Funds Experience March 2008 - October 2009
Job Product Management Consultant
Industry Information Technology and Services
Experience
ESPEROS August 2014 - May 2015
Demand Media September 2012 - July 2014
Harland Clarke October 2009 - September 2012
American Funds March 2008 - October 2009
iNEK Technologies January 2007 - October 2009
Intel Corporation January 2007 - March 2008
CRISP 2003 - 2004
Skills
Apache, Java Enterprise Edition, Integration, Perl, WebSphere Application..., Weblogic, Web Services, Unix, Servers, Disaster Recovery, Linux, AIX, Digital Marketing, Operating Systems, System Administration, Client Presentation, Websphere, Architectures, High Availability, Solaris, Cloud Computing, iPlanet, Web Servers, Solaris 8/9/10, Load Balancing, TSM, Veritas Volume Manager, Solaris Volume Manager, Wily, JBoss Application Server, JProbe, Performance Tuning, Distributed Systems, DNS, Architecture, DNS administration, J2EE, Weblogic Certified..., Data Center, SAN, Project Management, E-commerce SEO, IT Strategy, IT Operations, IT Management, Managed Services, Enterprise Architecture, Solution Architecture, Middleware, Data Center Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Oklahoma - School of Aerospace & Mechanical Engineering 2004 — 2007
Master of Science (M.S.), Mechanical Engineering
Rajiv Gandhi Prodyogiki Vishwavidyalaya 1999 — 2003
Bachelor of Engineering (B.E.), Mechanical Engineering
Campion School, Bhopal 1984 — 1998
High School
ESPEROS August 2014 - May 2015
Demand Media September 2012 - July 2014
Harland Clarke October 2009 - September 2012
American Funds March 2008 - October 2009
iNEK Technologies January 2007 - October 2009
Intel Corporation January 2007 - March 2008
CRISP 2003 - 2004
Skills
Apache, Java Enterprise Edition, Integration, Perl, WebSphere Application..., Weblogic, Web Services, Unix, Servers, Disaster Recovery, Linux, AIX, Digital Marketing, Operating Systems, System Administration, Client Presentation, Websphere, Architectures, High Availability, Solaris, Cloud Computing, iPlanet, Web Servers, Solaris 8/9/10, Load Balancing, TSM, Veritas Volume Manager, Solaris Volume Manager, Wily, JBoss Application Server, JProbe, Performance Tuning, Distributed Systems, DNS, Architecture, DNS administration, J2EE, Weblogic Certified..., Data Center, SAN, Project Management, E-commerce SEO, IT Strategy, IT Operations, IT Management, Managed Services, Enterprise Architecture, Solution Architecture, Middleware, Data Center Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Oklahoma - School of Aerospace & Mechanical Engineering 2004 — 2007
Master of Science (M.S.), Mechanical Engineering
Rajiv Gandhi Prodyogiki Vishwavidyalaya 1999 — 2003
Bachelor of Engineering (B.E.), Mechanical Engineering
Campion School, Bhopal 1984 — 1998
High School
Kristin Gerber's American Funds Experience March 2006 - August 2008
Job Administrative Assistant at Elanco
Industry Pharmaceuticals
Experience
Elanco August 2015 - Present
BNC National Bank Mortgage Division December 2014 - July 2015
FORUM Credit Union February 2013 - September 2013
FORUM Credit Union April 2012 - March 2013
FORUM Credit Union August 2009 - May 2010
F.C. Tucker Company September 2008 - June 2009
American Funds March 2006 - August 2008
Skills
Real Estate, Customer Service, Sales, Microsoft Office, Negotiation, Project Management, Team Building, Loan Servicing, First Time Home Buyers
Education
Purdue University 1999 — 2003
Bachelor, Law and Society
Elanco August 2015 - Present
BNC National Bank Mortgage Division December 2014 - July 2015
FORUM Credit Union February 2013 - September 2013
FORUM Credit Union April 2012 - March 2013
FORUM Credit Union August 2009 - May 2010
F.C. Tucker Company September 2008 - June 2009
American Funds March 2006 - August 2008
Skills
Real Estate, Customer Service, Sales, Microsoft Office, Negotiation, Project Management, Team Building, Loan Servicing, First Time Home Buyers
Education
Purdue University 1999 — 2003
Bachelor, Law and Society
Zach Elder's American Funds Experience January 2006 - Present
Job Client Service Specalist
Industry Financial Services
Experience
American Funds January 2006 - Present
Skills
Investments, Financial Services, Strategic Financial..., Lotus Notes, Finance, Quicken, Insurance, Banking, Customer Service, Financial Analysis, Employee Benefits, Outlook, Microsoft Excel, Policy Analysis, Public Policy, Policy, Budget Process, Government, Local Government, Federal Government, State Government, Urban Planning, Retirement Planning, 401k, FINRA, Securities, IRAs, Retirement, Equities, Defined Benefit, ERISA, 401k Rollovers, Customer Service..., Leadership, Telephone Skills, Job Coaching, Microsoft Office, Sales, Strategic Planning, Team Building
Education
St. Mary's University 2012 — 2016
Master of Public Administration (M.P.A.)
Texas State University-San Marcos 2001 — 2005
Bachelor's degree, Public Administration
American Funds January 2006 - Present
Skills
Investments, Financial Services, Strategic Financial..., Lotus Notes, Finance, Quicken, Insurance, Banking, Customer Service, Financial Analysis, Employee Benefits, Outlook, Microsoft Excel, Policy Analysis, Public Policy, Policy, Budget Process, Government, Local Government, Federal Government, State Government, Urban Planning, Retirement Planning, 401k, FINRA, Securities, IRAs, Retirement, Equities, Defined Benefit, ERISA, 401k Rollovers, Customer Service..., Leadership, Telephone Skills, Job Coaching, Microsoft Office, Sales, Strategic Planning, Team Building
Education
St. Mary's University 2012 — 2016
Master of Public Administration (M.P.A.)
Texas State University-San Marcos 2001 — 2005
Bachelor's degree, Public Administration
Sara Fairfoot's American Funds Experience 2006 - 2014
Job Manager Intermediary Presentation Services at Capital Group
Industry Financial Services
Experience
American Funds 2006 - 2014
American Funds 1997 - 2005
Education
Otis College of Art and Design 2009 — 2011
Certificate, Computer Graphics
University of California, Los Angeles
BA, History
American Funds 2006 - 2014
American Funds 1997 - 2005
Education
Otis College of Art and Design 2009 — 2011
Certificate, Computer Graphics
University of California, Los Angeles
BA, History
Dorothy Klock's American Funds Experience September 2000 - Present
Job MArketing at American Funds
Industry Financial Services
Experience
American Funds September 2000 - Present
Davis Selected Advisors May 1994 - August 2000
Skills
Mutual Funds, Financial Services, Investments, Asset Management, Wealth Management, Series 63, Securities, Series 7, Strategic Planning, Relationship Management, Sales
Education
Saint Joseph's University 1982 — 1986
Bachelor’s Degree, FInance and Marketing, 3.0
American Funds September 2000 - Present
Davis Selected Advisors May 1994 - August 2000
Skills
Mutual Funds, Financial Services, Investments, Asset Management, Wealth Management, Series 63, Securities, Series 7, Strategic Planning, Relationship Management, Sales
Education
Saint Joseph's University 1982 — 1986
Bachelor’s Degree, FInance and Marketing, 3.0
Stephanie Biedinger's American Funds Experience October 2008 - Present
Job Senior Manager Projects at American Funds
Industry Information Technology and Services
Experience
American Funds October 2008 - Present
American Funds 1991 - 2010
CAPITAL GROUP - AMERICAN FUNDS DISTRIBUTORS 2004 - October 2008
Skills
PMP, Program Management, Process Improvement, Management, SDLC, Visio, Project Management, Requirements Gathering, MS Project, Requirements Analysis, Business Analysis, PMO, Business Process..., Project Portfolio..., Vendor Management
Education
St. Mary's University 1990 — 1992
BA, English Communications Arts
American Funds October 2008 - Present
American Funds 1991 - 2010
CAPITAL GROUP - AMERICAN FUNDS DISTRIBUTORS 2004 - October 2008
Skills
PMP, Program Management, Process Improvement, Management, SDLC, Visio, Project Management, Requirements Gathering, MS Project, Requirements Analysis, Business Analysis, PMO, Business Process..., Project Portfolio..., Vendor Management
Education
St. Mary's University 1990 — 1992
BA, English Communications Arts
Greg Hanhauser's American Funds Experience November 2007 - Present
Job Retirement Plan Sales Equity Fund Specialist American Funds
Industry Financial Services
Experience
American Funds November 2007 - Present
Smith Barney December 2004 - November 2007
Skills
Mutual Funds, Securities, Investments, Series 63, Retirement, Series 7, 401k, Equities, Retirement Planning, Finance, Asset Allocation, Financial Advisory, Sales
Education
San Diego State University-California State University 1998 — 2003
Business Administration, Financial Services
American Funds November 2007 - Present
Smith Barney December 2004 - November 2007
Skills
Mutual Funds, Securities, Investments, Series 63, Retirement, Series 7, 401k, Equities, Retirement Planning, Finance, Asset Allocation, Financial Advisory, Sales
Education
San Diego State University-California State University 1998 — 2003
Business Administration, Financial Services
Dustin McAlister's American Funds Experience January 2008 - June 2012
Job Software Developer & Integrator I at USAA
Industry Financial Services
Experience
USAA August 2015 - Present
Capital Group October 2011 - July 2015
American Funds January 2008 - June 2012
Capital Group November 2006 - January 2008
Skills
Requirements Gathering, Disaster Recovery, Agile Methodologies, Risk Management, Project Management, Embedded Systems, SDLC, Requirements Analysis, Visio, Mainframe, Business Analysis, Scrum, Management, Governance, Business Continuity, PMP, ITIL, SharePoint, Integration, Business Process, IT Management, Analysis, Programming, Software Project..., Business Continuity..., Incident Management, IT Strategy, Project Portfolio..., IT Operations, SQL, Process Engineering, Software Development, PMO, Enterprise Architecture, IT Service Management, Vendor Management, Unix, Program Management
Education
St. Mary's University 2006 — 2009
M.S., Electrical Engineering, Computer Engineering Concentration
St. Mary's University 2001 — 2006
B.S., Physics
St. Mary's University 2001 — 2006
B.S., Computer Engineering
USAA August 2015 - Present
Capital Group October 2011 - July 2015
American Funds January 2008 - June 2012
Capital Group November 2006 - January 2008
Skills
Requirements Gathering, Disaster Recovery, Agile Methodologies, Risk Management, Project Management, Embedded Systems, SDLC, Requirements Analysis, Visio, Mainframe, Business Analysis, Scrum, Management, Governance, Business Continuity, PMP, ITIL, SharePoint, Integration, Business Process, IT Management, Analysis, Programming, Software Project..., Business Continuity..., Incident Management, IT Strategy, Project Portfolio..., IT Operations, SQL, Process Engineering, Software Development, PMO, Enterprise Architecture, IT Service Management, Vendor Management, Unix, Program Management
Education
St. Mary's University 2006 — 2009
M.S., Electrical Engineering, Computer Engineering Concentration
St. Mary's University 2001 — 2006
B.S., Physics
St. Mary's University 2001 — 2006
B.S., Computer Engineering
Robert Talbert's American Funds Experience October 2011 - August 2012
Job Esq.
Industry Law Practice
Experience
Compass Management & Consulting October 2015 - Present
HighPoint Global May 2014 - August 2014
United States Air Force May 2013 - August 2013
American Funds October 2011 - August 2012
Hyatt Hotels Corporation June 2011 - January 2012
Hyatt Hotels Corporation January 2010 - March 2011
Marriott Vacation Club International May 2009 - August 2009
Skills
Leadership
Education
Nova Southeastern University—Shepard Broad Law Center 2012 — 2015
Juris Doctor
Purdue University 2006 — 2010
Bachelor of Science (BS), Hospitality Administration/Management
Compass Management & Consulting October 2015 - Present
HighPoint Global May 2014 - August 2014
United States Air Force May 2013 - August 2013
American Funds October 2011 - August 2012
Hyatt Hotels Corporation June 2011 - January 2012
Hyatt Hotels Corporation January 2010 - March 2011
Marriott Vacation Club International May 2009 - August 2009
Skills
Leadership
Education
Nova Southeastern University—Shepard Broad Law Center 2012 — 2015
Juris Doctor
Purdue University 2006 — 2010
Bachelor of Science (BS), Hospitality Administration/Management
Rachel Filippone's American Funds Experience February 2008 - August 2009
Job Financial Services Professional
Industry Financial Services
Experience
AMERICAN FUNDS February 2008 - August 2009
Capital Group 2005 - 2009
American Funds May 2005 - February 2008
Kay Jewelers August 2004 - May 2005
Children‘s Hospital of The King‘s Daughters January 2004 - June 2004
Bank of the Commonwealth January 2001 - January 2004
Applebee's January 2000 - January 2001
Farm Fresh Grocery Stores January 1999 - January 2000
Nauticus National Maritime Center January 1998 - January 2000
Chesapeake Public Schools June 1999 - September 1999
Skills
CRM, Customer Service, Event Planning, Leadership, Management, Marketing, Process Improvement, Public Relations, Sales, Training
Education
Old Dominion University 2001 — 2004
Bachelor of Arts Degree, English; Professional Writing
AMERICAN FUNDS February 2008 - August 2009
Capital Group 2005 - 2009
American Funds May 2005 - February 2008
Kay Jewelers August 2004 - May 2005
Children‘s Hospital of The King‘s Daughters January 2004 - June 2004
Bank of the Commonwealth January 2001 - January 2004
Applebee's January 2000 - January 2001
Farm Fresh Grocery Stores January 1999 - January 2000
Nauticus National Maritime Center January 1998 - January 2000
Chesapeake Public Schools June 1999 - September 1999
Skills
CRM, Customer Service, Event Planning, Leadership, Management, Marketing, Process Improvement, Public Relations, Sales, Training
Education
Old Dominion University 2001 — 2004
Bachelor of Arts Degree, English; Professional Writing
Brad Jamison's American Funds Experience 2004 - 2009
Job Manager Sales Operations & Business Support
Industry Investment Management
Experience
Charles Schwab 2009 - Present
American Funds 2004 - 2009
Skills
Mutual Funds, Series 7, Financial Services, Series 63, Relationship Management, Vendor Management, Investments, Process Improvement, Wealth Management, Asset Management, Business Analysis, Retirement Planning, Risk Management, Strategic Financial..., 401k
Education
University of Phoenix 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
Northern Arizona University, College of Business Administration 1987 — 1991
business mgmt
Charles Schwab 2009 - Present
American Funds 2004 - 2009
Skills
Mutual Funds, Series 7, Financial Services, Series 63, Relationship Management, Vendor Management, Investments, Process Improvement, Wealth Management, Asset Management, Business Analysis, Retirement Planning, Risk Management, Strategic Financial..., 401k
Education
University of Phoenix 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
Northern Arizona University, College of Business Administration 1987 — 1991
business mgmt
Gene Thibault's American Funds Experience 1992 - 1999
Job Experienced Mutual Fund Operations Professional
Industry Financial Services
Experience
AllianceBernstein 1999 - 2012
American Funds 1992 - 1999
Skills
Microsoft Office, Customer Relations, Coaching, RightNow Web..., INOVA Administration, DST & DST-Output..., NICE Administration
Education
St. Peter's College 1981 — 1985
Education
Don Bosco College 1980 — 1985
BA, Philosophy
Saint Peter's University 1980 — 1985
BA, Education
AllianceBernstein 1999 - 2012
American Funds 1992 - 1999
Skills
Microsoft Office, Customer Relations, Coaching, RightNow Web..., INOVA Administration, DST & DST-Output..., NICE Administration
Education
St. Peter's College 1981 — 1985
Education
Don Bosco College 1980 — 1985
BA, Philosophy
Saint Peter's University 1980 — 1985
BA, Education
Amy Cardona's American Funds Experience 2005 - 2008
Job Customer Service Representative at Capital Group
Industry Investment Management
Experience
AdvoCare March 2015 - Present
Capital Group March 2012 - Present
The Montgomery Country Club January 2009 - December 2011
American Funds 2005 - 2008
Skills
Social Media, Sales, Public Speaking, Marketing, Microsoft Excel, Microsoft Office, Customer Service, Small Business, PowerPoint, Marketing Strategy, Microsoft Word, Public Relations, Advertising, Data Entry, Home Based Business, Spreadsheets, Coaching, Customer Satisfaction, Management, Time Management, Budgets, Research, Process Improvement, Event Management, Event Planning, Leadership, Strategic Planning, Project Management, Financial Analysis, Program Management, Training, Business Analysis, Investments, Risk Management, Outlook, Nonprofits, Team Leadership, Community Outreach, Analysis, Team Building, Account Management, Fundraising, Teamwork
Education
South University 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Old Dominion University 1994 — 1997
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Robinson Secondary 1986 — 1992
High School Diploma
AdvoCare March 2015 - Present
Capital Group March 2012 - Present
The Montgomery Country Club January 2009 - December 2011
American Funds 2005 - 2008
Skills
Social Media, Sales, Public Speaking, Marketing, Microsoft Excel, Microsoft Office, Customer Service, Small Business, PowerPoint, Marketing Strategy, Microsoft Word, Public Relations, Advertising, Data Entry, Home Based Business, Spreadsheets, Coaching, Customer Satisfaction, Management, Time Management, Budgets, Research, Process Improvement, Event Management, Event Planning, Leadership, Strategic Planning, Project Management, Financial Analysis, Program Management, Training, Business Analysis, Investments, Risk Management, Outlook, Nonprofits, Team Leadership, Community Outreach, Analysis, Team Building, Account Management, Fundraising, Teamwork
Education
South University 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Old Dominion University 1994 — 1997
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Robinson Secondary 1986 — 1992
High School Diploma
Paul Krenek's American Funds Experience October 2005 - September 2009
Job Work Management Coordinator at Capital Group
Industry Financial Services
Experience
Capital Group September 2009 - Present
American Funds October 2005 - September 2009
St. Mary's University 2002 - 2005
Skills
Outlook, Telephone Skills, PowerPoint, Excel, Customer Service, Microsoft Excel, Program Management
Education
St. Mary's University 2005 — 2007
MBA, Business
St. Mary's University 2001 — 2005
BBA, General Business
Capital Group September 2009 - Present
American Funds October 2005 - September 2009
St. Mary's University 2002 - 2005
Skills
Outlook, Telephone Skills, PowerPoint, Excel, Customer Service, Microsoft Excel, Program Management
Education
St. Mary's University 2005 — 2007
MBA, Business
St. Mary's University 2001 — 2005
BBA, General Business
Nicholas Spadaccini's American Funds Experience 1995 - 2009
Job Owner, Youthland Academy Pleasant Ridge LLC
Industry Individual & Family Services
Experience
Youthland Academy Pleasant Ridge LLC November 2014 - Present
American Beacon Advisors January 2010 - April 2013
Capital Group/American Funds 1995 - 2009
American Funds 1995 - 2009
Education
Miami University 1972 — 1976
B.S. in Business Administration, Marketing
Miami University
Bachelor of Business Administration (B.B.A.), Marketing
Youthland Academy Pleasant Ridge LLC November 2014 - Present
American Beacon Advisors January 2010 - April 2013
Capital Group/American Funds 1995 - 2009
American Funds 1995 - 2009
Education
Miami University 1972 — 1976
B.S. in Business Administration, Marketing
Miami University
Bachelor of Business Administration (B.B.A.), Marketing
Brent Reel's American Funds Experience October 2006 - December 2010
Job Wound Care Nurse, CWCA
Industry Hospital & Health Care
Experience
Fountain Valley Regional Hospital December 2013 - Present
Promise Hospital of East Los Angeles January 2013 - May 2015
American Funds October 2006 - December 2010
Skills
Hospitals, Microsoft Excel, PowerPoint, Strategic Planning, Case Management, Customer Service, Microsoft Word, Podiatry, Healthcare, Inpatient, Wound Care, Documentation, EMR, Process Improvement
Education
National University 2012 — 2016
Bachelor of Science (B.S.), Nursing
Fountain Valley Regional Hospital December 2013 - Present
Promise Hospital of East Los Angeles January 2013 - May 2015
American Funds October 2006 - December 2010
Skills
Hospitals, Microsoft Excel, PowerPoint, Strategic Planning, Case Management, Customer Service, Microsoft Word, Podiatry, Healthcare, Inpatient, Wound Care, Documentation, EMR, Process Improvement
Education
National University 2012 — 2016
Bachelor of Science (B.S.), Nursing
Shakeel Barkat's American Funds Experience May 2002 - Present
Job Vice President
Industry Investment Management
Experience
American Funds May 2002 - Present
American Funds 2002 - 2011
Education
Southern Methodist University 1987 — 1991
BS, Economics
Southern Methodist University 1987 — 1991
BS, Economics
International School of Geneva
American Funds May 2002 - Present
American Funds 2002 - 2011
Education
Southern Methodist University 1987 — 1991
BS, Economics
Southern Methodist University 1987 — 1991
BS, Economics
International School of Geneva
Dave Viale's American Funds Experience November 1998 - June 2011
Job Senior VP / Division Manager American Funds
Industry Investment Management
Experience
AmericanFunds June 2011 - Present
American Funds November 1998 - June 2011
SunAmerica August 1989 - November 1998
Education
Southern Methodist University 1986 — 1989
Finance
AmericanFunds June 2011 - Present
American Funds November 1998 - June 2011
SunAmerica August 1989 - November 1998
Education
Southern Methodist University 1986 — 1989
Finance
Gina Herring's American Funds Experience October 2011 - October 2012
Job None
Industry Investment Banking
Experience
Scottsdale adult medicine October 2012 - Present
American Funds October 2011 - October 2012
Education
Scottsdale Community College 2009 — 2012
Scottsdale adult medicine October 2012 - Present
American Funds October 2011 - October 2012
Education
Scottsdale Community College 2009 — 2012
Catherine Van Slyke's American Funds Experience December 1997 - December 2003
Job Financial Services Professional
Industry Financial Services
Experience
Capital International Asset December 2003 - August 2009
Capital International 2003 - 2009
American Funds, A Capital Group Company 1997 - 2009
Capital Group 1997 - 2009
American Funds December 1997 - December 2003
Sentara Health Systems October 1994 - October 1997
Divaris Real Estate, Inc January 1994 - July 1994
Oregon Health Sciences University January 1989 - January 1993
Xerox March 1992 - October 1992
Marketing One, Inc March 1986 - September 1987
Education
Portland State University
Bachelor of Science, Marketing and International Business
Regent University, Virginia
Master of Business Administration, Finance Focus
University of Kassel
Capital International Asset December 2003 - August 2009
Capital International 2003 - 2009
American Funds, A Capital Group Company 1997 - 2009
Capital Group 1997 - 2009
American Funds December 1997 - December 2003
Sentara Health Systems October 1994 - October 1997
Divaris Real Estate, Inc January 1994 - July 1994
Oregon Health Sciences University January 1989 - January 1993
Xerox March 1992 - October 1992
Marketing One, Inc March 1986 - September 1987
Education
Portland State University
Bachelor of Science, Marketing and International Business
Regent University, Virginia
Master of Business Administration, Finance Focus
University of Kassel
Mariella Ozuna's American Funds Experience 2003 - 2006
Job Resident Life Developer at San Antonio Housing Authority
Industry Professional Training & Coaching
Experience
San Antonio Housing Authority/ Jobs-Plus May 2012 - Present
San Antonio Housing Authority March 2011 - May 2012
American Funds 2003 - 2006
Skills
Editing, Job Coaching, Interview Preparation, Resume Writing, Career Development..., Job Search Strategies, Public Policy, Non-profits, Report Writing, Higher Education, Public Administration, Public Relations, Community Outreach, Government, Grant Writing, Event Management, Media Relations, Event Planning, Nonprofits, Community Development, Fundraising, Grants, Technical Writing, Volunteer Management, Leadership, Organizational..., Training, Program Development, Staff Development, Leadership Development, Policy, Program Evaluation, Strategic Communications, Public Speaking, Program Management, Research, Policy Analysis, Economic Development, Teaching, Employee Relations, Coaching, Legislative Relations, Strategic Planning
Education
The University of Texas at San Antonio 2011 — 2015
Master's Degree, Public Administration
The University of Texas at San Antonio 2009 — 2010
Bachelor of Arts (B.A.), Political Science
Northwest Vista College 2008 — 2009
Associate of Arts
San Antonio Housing Authority/ Jobs-Plus May 2012 - Present
San Antonio Housing Authority March 2011 - May 2012
American Funds 2003 - 2006
Skills
Editing, Job Coaching, Interview Preparation, Resume Writing, Career Development..., Job Search Strategies, Public Policy, Non-profits, Report Writing, Higher Education, Public Administration, Public Relations, Community Outreach, Government, Grant Writing, Event Management, Media Relations, Event Planning, Nonprofits, Community Development, Fundraising, Grants, Technical Writing, Volunteer Management, Leadership, Organizational..., Training, Program Development, Staff Development, Leadership Development, Policy, Program Evaluation, Strategic Communications, Public Speaking, Program Management, Research, Policy Analysis, Economic Development, Teaching, Employee Relations, Coaching, Legislative Relations, Strategic Planning
Education
The University of Texas at San Antonio 2011 — 2015
Master's Degree, Public Administration
The University of Texas at San Antonio 2009 — 2010
Bachelor of Arts (B.A.), Political Science
Northwest Vista College 2008 — 2009
Associate of Arts
Betsy Roberts's American Funds Experience 2001 - 2003
Job Relationship Manager at 401(k) Advisors
Industry Financial Services
Experience
401(k) Advisors November 2011 - Present
Arete Investment Consulting September 2009 - November 2011
American Funds 2001 - 2003
American Funds 1995 - 2001
Skills
Retirement Plan..., Management, Mutual Funds, Asset Allocation, Leadership, Retirement Planning, Series 7, Retirement, Team Leadership, 401k, Financial Services, Investments, Sales, Series 63, Wealth Management, Marketing
Education
Strome College of Business 1993 — 1994
MBA, Marketing
Randolph-Macon College 1989 — 1993
BA, Economics
401(k) Advisors November 2011 - Present
Arete Investment Consulting September 2009 - November 2011
American Funds 2001 - 2003
American Funds 1995 - 2001
Skills
Retirement Plan..., Management, Mutual Funds, Asset Allocation, Leadership, Retirement Planning, Series 7, Retirement, Team Leadership, 401k, Financial Services, Investments, Sales, Series 63, Wealth Management, Marketing
Education
Strome College of Business 1993 — 1994
MBA, Marketing
Randolph-Macon College 1989 — 1993
BA, Economics
Jennifer Rasner's American Funds Experience February 2001 - July 2009
Job Investment Representative at Edward Jones
Industry Financial Services
Experience
Healthcare Anytime April 2010 - Present
Edward Jones September 2009 - April 2010
American Funds February 2001 - July 2009
Capital Group/American Funds 2001 - 2009
Education
Purdue University 1993 — 1999
MS, Agricultural Economics
Healthcare Anytime April 2010 - Present
Edward Jones September 2009 - April 2010
American Funds February 2001 - July 2009
Capital Group/American Funds 2001 - 2009
Education
Purdue University 1993 — 1999
MS, Agricultural Economics
Niambi Pendergrass's American Funds Experience
Job Client Service Representative at American Funds
Industry Investment Management
Experience
American Funds
Skills
Investments, Portfolio Management, Corporate Finance, Asset Management, Financial Reporting, Strategic Financial..., Fixed Income, Finance
Education
Norfolk State University
Bachelor of Arts (BA), Political Science and Government
American Funds
Skills
Investments, Portfolio Management, Corporate Finance, Asset Management, Financial Reporting, Strategic Financial..., Fixed Income, Finance
Education
Norfolk State University
Bachelor of Arts (BA), Political Science and Government
Bill Whittington's American Funds Experience September 2005 - May 2011
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
Empower Retirement September 2012 - Present
Principal Financial Group May 2011 - September 2012
American Funds September 2005 - May 2011
First Union/ Wachovia Bank February 1998 - September 2005
Education
Shepherd University 1993 — 1997
BA-Communications; Political Science
Empower Retirement September 2012 - Present
Principal Financial Group May 2011 - September 2012
American Funds September 2005 - May 2011
First Union/ Wachovia Bank February 1998 - September 2005
Education
Shepherd University 1993 — 1997
BA-Communications; Political Science
Jessica Klaric's American Funds Experience August 2007 - May 2011
Job Project Manager at Agora Publishing
Industry Publishing
Experience
Agora Publishing April 2014 - Present
UnitedHealth Group April 2013 - April 2014
UnitedHealth Group June 2011 - April 2013
American Funds August 2007 - May 2011
Skills
Business Operations, Healthcare Claims..., Medicare Reimbursement, Process Engineering, Business Requirements..., Facets, Microsoft Office, Microsoft SharePoint, Data Analysis, SharePoint, Software Documentation, Visio
Education
Ohio University 2003 — 2007
Bachelor of Business Administration (BBA), Management Information Systems, General and Marketing
Agora Publishing April 2014 - Present
UnitedHealth Group April 2013 - April 2014
UnitedHealth Group June 2011 - April 2013
American Funds August 2007 - May 2011
Skills
Business Operations, Healthcare Claims..., Medicare Reimbursement, Process Engineering, Business Requirements..., Facets, Microsoft Office, Microsoft SharePoint, Data Analysis, SharePoint, Software Documentation, Visio
Education
Ohio University 2003 — 2007
Bachelor of Business Administration (BBA), Management Information Systems, General and Marketing
Steve Quagrello's American Funds Experience November 2007 - Present
Job Senior Vice PresidentAmerican Funds
Industry Financial Services
Experience
American Funds November 2007 - Present
MFS Investment Management August 1999 - November 2007
Education
Springfield College
American Funds November 2007 - Present
MFS Investment Management August 1999 - November 2007
Education
Springfield College
Anna Sothen's American Funds Experience March 2006 - Present
Job MomPreneur
Industry Health, Wellness and Fitness
Experience
Global entrepreneur November 2014 - Present
Fit2Go November 2009 - Present
American Funds March 2006 - Present
Skills
Coaching, Customer Service, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, Public Speaking, Research, Training, Nutrition, Leadership, Microsoft Word, Strategic Planning, Team Building, Management, PowerPoint, Marketing
Education
Institute for integrative nutrtion 2013 — 2014
Certified health coach, Health and nutrition
Old Dominion University 1997 — 2001
Bachelor of Arts, Internaitonal Studies-Major Spanish-Minor
Global entrepreneur November 2014 - Present
Fit2Go November 2009 - Present
American Funds March 2006 - Present
Skills
Coaching, Customer Service, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, Public Speaking, Research, Training, Nutrition, Leadership, Microsoft Word, Strategic Planning, Team Building, Management, PowerPoint, Marketing
Education
Institute for integrative nutrtion 2013 — 2014
Certified health coach, Health and nutrition
Old Dominion University 1997 — 2001
Bachelor of Arts, Internaitonal Studies-Major Spanish-Minor
Andrew LeBlanc's American Funds Experience January 2014 - Present
Job Sr. Vice President, Division Manager, Retirement Plans at American Funds
Industry Financial Services
Experience
American Funds January 2014 - Present
American Funds February 2010 - Present
American Funds 2006 - 2010
American Funds September 1999 - March 2006
PaineWebber September 1996 - September 1999
Education
Siena College 1988 — 1992
BS, Mathematics
American Funds January 2014 - Present
American Funds February 2010 - Present
American Funds 2006 - 2010
American Funds September 1999 - March 2006
PaineWebber September 1996 - September 1999
Education
Siena College 1988 — 1992
BS, Mathematics
Paul Cieslik's American Funds Experience January 2014 - Present
Job National Speaker, Senior Vice President
Industry Investment Management
Experience
American Funds January 2014 - Present
American Funds 2001 - Present
Lord Abbett & Co. LLC 1998 - 2001
Morgan Stanley Smith Barney 1996 - 1998
Fidelity Investments 1995 - 1996
John Hancock Life Insurance Company (U.S.A.) 1992 - 1995
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Public Speaking, Practice Management, New Business Development, Series 24, Portfolio Strategy, 401k, Fixed Income, Portfolio Management, Separately Managed...
Education
Saint Anselm College 1988 — 1992
Bachelor of Arts, Business
American Funds January 2014 - Present
American Funds 2001 - Present
Lord Abbett & Co. LLC 1998 - 2001
Morgan Stanley Smith Barney 1996 - 1998
Fidelity Investments 1995 - 1996
John Hancock Life Insurance Company (U.S.A.) 1992 - 1995
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Public Speaking, Practice Management, New Business Development, Series 24, Portfolio Strategy, 401k, Fixed Income, Portfolio Management, Separately Managed...
Education
Saint Anselm College 1988 — 1992
Bachelor of Arts, Business
Toni Kaltman Hancock's American Funds Experience 1997 - 2000
Job Franchise owner, Juice Plus
Industry Health, Wellness and Fitness
Experience
Airforce Federal Credit Union September 2014 - Present
Juice Plus March 2010 - Present
American Funds 1997 - 2000
Tiffany & Co. 1991 - 1992
Skills
Wellness, Nutrition, Wellness Coaching, Fitness, Jewelry Design, Jewelry Making, silversmithing
Education
Our Lady of the Lake University 1988 — 1991
Airforce Federal Credit Union September 2014 - Present
Juice Plus March 2010 - Present
American Funds 1997 - 2000
Tiffany & Co. 1991 - 1992
Skills
Wellness, Nutrition, Wellness Coaching, Fitness, Jewelry Design, Jewelry Making, silversmithing
Education
Our Lady of the Lake University 1988 — 1991
Darlene Ahrens's American Funds Experience
Job Client Service Specialist
Industry Financial Services
Experience
American Funds
Skills
Asset Allocation, Microsoft Excel, Mutual Funds, Customer Service, Investments, Financial Analysis
Education
St Philip's College
American Funds
Skills
Asset Allocation, Microsoft Excel, Mutual Funds, Customer Service, Investments, Financial Analysis
Education
St Philip's College
Karen Riddle's American Funds Experience November 2011 - Present
Job Business Strategic Analyst at American Funds
Industry Computer Software
Experience
Capital Group July 2014 - Present
American Funds November 2011 - Present
American Funds January 1994 - January 2005
Skills
Business Analysis, Strategy, Process Improvement, Financial Services, Customer Service, Investments, Mutual Funds, SDLC, Agile Methodologies
Education
Cal State Long Beach 1988 — 2003
Computer Science, Computer Science
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 2000
Business Administration, Business Administration and Management, General
Capital Group July 2014 - Present
American Funds November 2011 - Present
American Funds January 1994 - January 2005
Skills
Business Analysis, Strategy, Process Improvement, Financial Services, Customer Service, Investments, Mutual Funds, SDLC, Agile Methodologies
Education
Cal State Long Beach 1988 — 2003
Computer Science, Computer Science
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 2000
Business Administration, Business Administration and Management, General
Brian Arthur's American Funds Experience September 2005 - July 2007
Job Senior Manager Mutual Fund Operations at Principal Funds
Industry Financial Services
Experience
Principal Funds August 2012 - Present
Principal Funds July 2010 - Present
Principal Funds July 2007 - July 2010
American Funds September 2005 - July 2007
Skills
Securities, FINRA, Investment Advisory, Retirement Planning, Portfolio Management, Asset Allocation, Equities, Financial Advisory, Strategic Financial..., Asset Managment, Fixed Income, Risk Management, Investment Strategies, Process Improvement, Series 65, Team Building, Strategic Planning, Coaching
Education
UC Davis 1996 — 1997
BA, Business Administration
Sierra College 1993 — 1995
Principal Funds August 2012 - Present
Principal Funds July 2010 - Present
Principal Funds July 2007 - July 2010
American Funds September 2005 - July 2007
Skills
Securities, FINRA, Investment Advisory, Retirement Planning, Portfolio Management, Asset Allocation, Equities, Financial Advisory, Strategic Financial..., Asset Managment, Fixed Income, Risk Management, Investment Strategies, Process Improvement, Series 65, Team Building, Strategic Planning, Coaching
Education
UC Davis 1996 — 1997
BA, Business Administration
Sierra College 1993 — 1995
Jeffrey Greiner's American Funds Experience August 1993 - Present
Job Division Manager at American Funds
Industry Investment Management
Experience
American Funds August 1993 - Present
Paine Webber December 1988 - July 1993
Kidder Peabody October 1982 - December 1987
Education
Ohio Northern University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management
American Funds August 1993 - Present
Paine Webber December 1988 - July 1993
Kidder Peabody October 1982 - December 1987
Education
Ohio Northern University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management
Mary Taylor Edwards's American Funds Experience June 2012 - Present
Job Manager Intern at American Funds
Industry Financial Services
Experience
American Funds June 2012 - Present
American Funds July 2000 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, Team Building, Project Management, Social Media
Education
Purdue University 1995 — 1999
Bachelor's degree, History
American Funds June 2012 - Present
American Funds July 2000 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, Team Building, Project Management, Social Media
Education
Purdue University 1995 — 1999
Bachelor's degree, History
Dave Petzke's American Funds Experience February 1999 - Present
Job Sr Vice President at American Funds
Industry Investment Management
Experience
American Funds February 1999 - Present
J&W Seligman January 1997 - February 1999
Edward Jones February 1992 - January 1997
Indiana University January 1984 - February 1992
Northern Illinois University January 1981 - January 1984
Chicago Bears August 1978 - January 1979
Skills
Series 7, Mutual Funds, Business Strategy, Asset Allocation, Asset Management, Investments, Alternative Investments, 401k, Series 63, FINRA, Investment Management, Investment Advisory, 529 Plans, ETFs, Investment Strategies, Securities, Series 6
Education
Northern Illinois University
Waldorf College
American Funds February 1999 - Present
J&W Seligman January 1997 - February 1999
Edward Jones February 1992 - January 1997
Indiana University January 1984 - February 1992
Northern Illinois University January 1981 - January 1984
Chicago Bears August 1978 - January 1979
Skills
Series 7, Mutual Funds, Business Strategy, Asset Allocation, Asset Management, Investments, Alternative Investments, 401k, Series 63, FINRA, Investment Management, Investment Advisory, 529 Plans, ETFs, Investment Strategies, Securities, Series 6
Education
Northern Illinois University
Waldorf College
Jeremy Williamson's American Funds Experience July 2006 - December 2012
Job Family Advocate and Enrollment Advisor at Olivet Nazarene University
Industry Higher Education
Experience
Olivet Nazarene University December 2012 - Present
American Funds July 2006 - December 2012
Skills
Team Building, Customer Service, Leadership
Education
Olivet Nazarene University 2002 — 2006
BS, Business Administration and Management, General
Olivet Nazarene University December 2012 - Present
American Funds July 2006 - December 2012
Skills
Team Building, Customer Service, Leadership
Education
Olivet Nazarene University 2002 — 2006
BS, Business Administration and Management, General
Alice Hodge's American Funds Experience August 1999 - September 2006
Job Residential & office cleaning
Industry Consumer Services
Experience
Self-employed 2009 - Present
American Funds August 1999 - September 2006
Bayer 1997 - July 1999
Skills
Floral Design, Procrastination
Education
Lafayette Jefferson High School 1983 — 1986
Purdue University
Self-employed 2009 - Present
American Funds August 1999 - September 2006
Bayer 1997 - July 1999
Skills
Floral Design, Procrastination
Education
Lafayette Jefferson High School 1983 — 1986
Purdue University
Jessica Garcia-Soto's American Funds Experience April 2007 - May 2013
Job Admin/Customer Service Professional
Industry Consumer Services
Experience
American Funds April 2007 - May 2013
Orion Bank January 2005 - November 2005
Wachovia Securities Financial Network July 2004 - January 2005
Investrade Regal Discount Securities July 2003 - July 2004
Vanguard November 1998 - November 2002
Skills
Work well under pressure, Task Oriented, Account Management, Organized Multi-tasker, Hands-on Problem Solver, Resourceful in the..., Management, Process Improvement, Time Management, Sales, Microsoft Excel, Outlook, Investments, Financial Services, Leadership, Microsoft Office, Team Building, Training
Education
CSU Global 2012 — 2015
Organizational Leadership
Rio Salado College 2008 — 2012
Business Administration and Management, General
BCHS 1993 — 1996
American Funds April 2007 - May 2013
Orion Bank January 2005 - November 2005
Wachovia Securities Financial Network July 2004 - January 2005
Investrade Regal Discount Securities July 2003 - July 2004
Vanguard November 1998 - November 2002
Skills
Work well under pressure, Task Oriented, Account Management, Organized Multi-tasker, Hands-on Problem Solver, Resourceful in the..., Management, Process Improvement, Time Management, Sales, Microsoft Excel, Outlook, Investments, Financial Services, Leadership, Microsoft Office, Team Building, Training
Education
CSU Global 2012 — 2015
Organizational Leadership
Rio Salado College 2008 — 2012
Business Administration and Management, General
BCHS 1993 — 1996
Roland Gonzalez's American Funds Experience May 1988 - July 2010
Job Senior lead at Matrix Imaging Solutions
Industry Information Technology and Services
Experience
Matrix Imaging Solutions April 2013 - Present
FIS May 2011 - April 2013
American Funds May 1988 - July 2010
Education
San Antonio College 1980 — 1982
Computer Science
Holy Crposs High School 1977 — 1980
Matrix Imaging Solutions April 2013 - Present
FIS May 2011 - April 2013
American Funds May 1988 - July 2010
Education
San Antonio College 1980 — 1982
Computer Science
Holy Crposs High School 1977 — 1980
Sarah Stratman's American Funds Experience August 2007 - October 2009
Job
Industry Marketing and Advertising
Experience
Navy Marine Corps Relief Society February 2012 - April 2013
American Funds August 2007 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
Boston University 2011 — 2013
Master of Science (MS), Marketing Management
Radford University 2005 — 2007
Bachelor of Business Administration (BBA), Marketing
Navy Marine Corps Relief Society February 2012 - April 2013
American Funds August 2007 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
Boston University 2011 — 2013
Master of Science (MS), Marketing Management
Radford University 2005 — 2007
Bachelor of Business Administration (BBA), Marketing
Lauren Cassady's American Funds Experience October 2006 - July 2007
Job Senior Administrative Services Representative
Industry Investment Management
Experience
Capital Group/American Funds July 2007 - July 2015
American Funds October 2006 - July 2007
Bank of America December 1998 - December 2000
Skills
Customer Service, Administration, Microsoft Office, Process Improvement, Finance
Education
Northern Arizona University
Bachelor's Degree, Criminal Justice/Law Enforcement Administration
Capital Group/American Funds July 2007 - July 2015
American Funds October 2006 - July 2007
Bank of America December 1998 - December 2000
Skills
Customer Service, Administration, Microsoft Office, Process Improvement, Finance
Education
Northern Arizona University
Bachelor's Degree, Criminal Justice/Law Enforcement Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY