American Funds
Industry: Company
DescriptionCustomer service: 00 1 757-670-4900 AUM: US$ $1.3 trillion; (December 31, 2015) Parent organization: Capital Group Companies Headquarters: Los Angeles, California, United States CEO: Kevin Clifford (1998–) Founder: Jonathan Bell Lovelace
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American Funds Employees
Employee
Years
Job
Industry
David Pritchett David Pritchett's American Funds Experience April 2009 - December 2013
Job Vice President Global Portfolio Accounting at Capital Group
Industry Investment Management
Experience
Capital Group January 2014 - Present
American Funds April 2009 - December 2013
American Funds March 1998 - April 2009
PwC September 1990 - March 1998
Skills
Mutual Funds, Financial Analysis, Asset Management, Equities, Fixed Income, Financial Reporting, Investments, SEC filings, Financial Modeling, Financial Services, Alternative Investments, Internal Controls, Auditing, Accounting, Securities, Onboarding, Management, Recruiting, SEC Filings
Education
Old Dominion University - College of Business and Public Administration 1985 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Capital Group January 2014 - Present
American Funds April 2009 - December 2013
American Funds March 1998 - April 2009
PwC September 1990 - March 1998
Skills
Mutual Funds, Financial Analysis, Asset Management, Equities, Fixed Income, Financial Reporting, Investments, SEC filings, Financial Modeling, Financial Services, Alternative Investments, Internal Controls, Auditing, Accounting, Securities, Onboarding, Management, Recruiting, SEC Filings
Education
Old Dominion University - College of Business and Public Administration 1985 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Charlie Avallone Charlie Avallone's American Funds Experience 2001 - 2007
Job Associate Vice President, Director of Channel Communications at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2010 - Present
GreenLit Communications July 2007 - August 2010
American Funds 2001 - 2007
Mercer Human Resource Consulting 1999 - 2000
PricewaterhouseCoopers / Kwasha Lipton 1995 - 1999
Education
The College of New Jersey
Bachelor of Science, Business Management; Minor in Professional Writing
Transamerica Retirement Solutions August 2010 - Present
GreenLit Communications July 2007 - August 2010
American Funds 2001 - 2007
Mercer Human Resource Consulting 1999 - 2000
PricewaterhouseCoopers / Kwasha Lipton 1995 - 1999
Education
The College of New Jersey
Bachelor of Science, Business Management; Minor in Professional Writing
Cheryl Siler's American Funds Experience September 2002 - August 2004
Job Classified Substitute at Davis School District
Industry Health, Wellness and Fitness
Experience
Davis School District April 2015 - Present
Work From Home December 2005 - Present
USAF NAF 2005 - 2005
American Funds September 2002 - August 2004
Skills
Creative Writing, Customer Service, Data Entry, Document Imaging, Mail Sorting, Document Preparation, Text Editing
Education
The College of Idaho 1996 — 2000
Bachelor of Arts (B.A.), Theatre/Theater
Capital High School 1993 — 1996
High School Diploma, General Studies
Davis School District April 2015 - Present
Work From Home December 2005 - Present
USAF NAF 2005 - 2005
American Funds September 2002 - August 2004
Skills
Creative Writing, Customer Service, Data Entry, Document Imaging, Mail Sorting, Document Preparation, Text Editing
Education
The College of Idaho 1996 — 2000
Bachelor of Arts (B.A.), Theatre/Theater
Capital High School 1993 — 1996
High School Diploma, General Studies
Lindsey Zapalac's American Funds Experience August 2012 - Present
Job Senior Sales Support Coordinator at American Funds
Industry Investment Management
Experience
American Funds August 2012 - Present
American Funds July 2011 - August 2012
Sul Ross State University August 2010 - July 2011
Alpine Volunteer Fire Department May 2006 - March 2011
Sul Ross State University August 2009 - August 2010
Sul Ross State University August 2008 - July 2009
West Texas National Bank February 2006 - July 2008
Skills
Event Planning, Customer Service, Data Analysis, Public Speaking, Research, Microsoft Word, PowerPoint, Event Management, Student Affairs, Community Outreach, Microsoft Excel, Salesforce.com, CRM, Marketing, Training, Editing, Employee Training, Financial Analysis, Access
Education
Sul Ross State University 2009 — 2010
Master, Business Administration
Sul Ross State University 2006 — 2009
Bachelor, Business Administration
American Funds August 2012 - Present
American Funds July 2011 - August 2012
Sul Ross State University August 2010 - July 2011
Alpine Volunteer Fire Department May 2006 - March 2011
Sul Ross State University August 2009 - August 2010
Sul Ross State University August 2008 - July 2009
West Texas National Bank February 2006 - July 2008
Skills
Event Planning, Customer Service, Data Analysis, Public Speaking, Research, Microsoft Word, PowerPoint, Event Management, Student Affairs, Community Outreach, Microsoft Excel, Salesforce.com, CRM, Marketing, Training, Editing, Employee Training, Financial Analysis, Access
Education
Sul Ross State University 2009 — 2010
Master, Business Administration
Sul Ross State University 2006 — 2009
Bachelor, Business Administration
Ryan Rue Ryan Rue's American Funds Experience 2015 - Present
Job Vice President, Client Services Director at Capital Group/American Funds
Industry Investment Management
Experience
American Funds 2015 - Present
American Funds 2014 - 2014
American Funds 2011 - 2014
American Funds 2011 - 2011
American Funds 2005 - 2011
American Funds 2004 - 2005
Invesco Retirement 2002 - 2004
Invesco/AIM Funds 1998 - 2002
Bank of America 1996 - 1998
Skills
Mutual Funds, Series 7, Series 63, Series 6, Series 24, Strategic Planning, Business Strategy, Analysis, Change Management, Program Management, Cross-functional Team..., Innovation Management, Communication Skills, Key Performance..., Balanced Scorecard, Thought Leadership, Contract Management, Accounts Payable, Customer Service, Building Relationships, Relationship Management, PowerPoint, Microsoft Excel, Defined Contribution, Contact Centers, Knowledge Management, Investments, Risk Management, Leadership, Process Improvement, Strategy
Education
The University of Texas at Austin 1994 — 1998
Bachelor of Arts, Government/Business
American Funds 2015 - Present
American Funds 2014 - 2014
American Funds 2011 - 2014
American Funds 2011 - 2011
American Funds 2005 - 2011
American Funds 2004 - 2005
Invesco Retirement 2002 - 2004
Invesco/AIM Funds 1998 - 2002
Bank of America 1996 - 1998
Skills
Mutual Funds, Series 7, Series 63, Series 6, Series 24, Strategic Planning, Business Strategy, Analysis, Change Management, Program Management, Cross-functional Team..., Innovation Management, Communication Skills, Key Performance..., Balanced Scorecard, Thought Leadership, Contract Management, Accounts Payable, Customer Service, Building Relationships, Relationship Management, PowerPoint, Microsoft Excel, Defined Contribution, Contact Centers, Knowledge Management, Investments, Risk Management, Leadership, Process Improvement, Strategy
Education
The University of Texas at Austin 1994 — 1998
Bachelor of Arts, Government/Business
Thomas McInerney Thomas McInerney's American Funds Experience February 1987 - July 1992
Job Education Counsler at Online Trading Academy
Industry Financial Services
Experience
Online Trading Academy March 2015 - Present
NSJM, Inc. January 2010 - March 2015
North Shore Mortgage Group 2003 - December 2009
Black Diamond Funds December 2001 - December 2003
New York Life Insurance Company August 1997 - September 2001
JPMorgan Chase, Chase Vista Funds November 1995 - August 1997
Oppenheimer Capital/ Quest for Value May 1994 - November 1995
Colonial Funds July 1992 - May 1994
American Funds February 1987 - July 1992
Skills
Entrepreneurship, Mutual Funds, Marketing, New Business Development, Sales Management, Account Management, Public Speaking, Wholesale, Customer Service, Management, Finance, Training, Executive Management, Small Business, Excellent presentation..., Territory..., Customer Retention, Self Starter, Consultative Selling, Business Acumen, Customer-facing, Customer Relations, Sales&Marketing, Project Management, Business Process..., Life Insurance, Life & Health Insurance..., Variable Life, Variable Annuities, Sailing, Fishing, Outdoorsman, Boating, Separately Managed..., Managed Money, Salesforce.com, Start-ups, Investments, Sales, Sales Process, Relationship Management
Education
Villanova University 1980 — 1982
History
Stetson University 1977 — 1980
History
Great Valley High School 1975 — 1977
Episcopal Acadamy 1972 — 1975
Online Trading Academy March 2015 - Present
NSJM, Inc. January 2010 - March 2015
North Shore Mortgage Group 2003 - December 2009
Black Diamond Funds December 2001 - December 2003
New York Life Insurance Company August 1997 - September 2001
JPMorgan Chase, Chase Vista Funds November 1995 - August 1997
Oppenheimer Capital/ Quest for Value May 1994 - November 1995
Colonial Funds July 1992 - May 1994
American Funds February 1987 - July 1992
Skills
Entrepreneurship, Mutual Funds, Marketing, New Business Development, Sales Management, Account Management, Public Speaking, Wholesale, Customer Service, Management, Finance, Training, Executive Management, Small Business, Excellent presentation..., Territory..., Customer Retention, Self Starter, Consultative Selling, Business Acumen, Customer-facing, Customer Relations, Sales&Marketing, Project Management, Business Process..., Life Insurance, Life & Health Insurance..., Variable Life, Variable Annuities, Sailing, Fishing, Outdoorsman, Boating, Separately Managed..., Managed Money, Salesforce.com, Start-ups, Investments, Sales, Sales Process, Relationship Management
Education
Villanova University 1980 — 1982
History
Stetson University 1977 — 1980
History
Great Valley High School 1975 — 1977
Episcopal Acadamy 1972 — 1975
Sam Perry's American Funds Experience April 1999 - March 2012
Job Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management May 2014 - Present
Children's Museum of Phoenix May 2006 - May 2014
BNY Mellon March 2012 - March 2013
American Funds April 1999 - March 2012
Skills
Public Speaking, Asset Allocation, Financial Risk..., Investment Education, Asset Management, Mutual Funds, Fundraising, Training, Series 7, Series 63, 401k, Retirement Planning, IRAs, Alternative Investments, Finance, Financial Services, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Investments, Management, Marketing, Portfolio Management, Retirement, Securities, Wealth Management
Education
University of Arkansas 1987 — 1991
Bachelor of Science, Business Administration and Management, General
MFS Investment Management May 2014 - Present
Children's Museum of Phoenix May 2006 - May 2014
BNY Mellon March 2012 - March 2013
American Funds April 1999 - March 2012
Skills
Public Speaking, Asset Allocation, Financial Risk..., Investment Education, Asset Management, Mutual Funds, Fundraising, Training, Series 7, Series 63, 401k, Retirement Planning, IRAs, Alternative Investments, Finance, Financial Services, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Investments, Management, Marketing, Portfolio Management, Retirement, Securities, Wealth Management
Education
University of Arkansas 1987 — 1991
Bachelor of Science, Business Administration and Management, General
Shane Senft Shane Senft's American Funds Experience April 2014 - Present
Job Sr. Client Services Representative at American Funds
Industry Financial Services
Experience
American Funds April 2014 - Present
Z'Tejas Southwestern Grill February 2013 - June 2014
Houlihan's Restaurants, Inc. August 2011 - February 2013
Romano's Macaroni Grill March 2008 - June 2011
Zio's Italian Kitchen February 2006 - March 2008
Skills
Customer Service, Hospitality, Food Service, Restaurants, Bartending, Food & Beverage, Time Management, Catering, Social Media, Highly detail oriented, Micros, Interpersonal..., Microsoft Excel, Sales, Sound Engineer/Musician..., POS, Meticulous eye for..., Technical Writing, Technical Support, Customer Satisfaction, Interpersonal..., PowerPoint, Aloha, Multi Tasking
Education
San Antonio Christian School 2002 — 2006
The University of Texas at San Antonio 2009 — 2013
Bachelor of Arts in Communications
American Funds April 2014 - Present
Z'Tejas Southwestern Grill February 2013 - June 2014
Houlihan's Restaurants, Inc. August 2011 - February 2013
Romano's Macaroni Grill March 2008 - June 2011
Zio's Italian Kitchen February 2006 - March 2008
Skills
Customer Service, Hospitality, Food Service, Restaurants, Bartending, Food & Beverage, Time Management, Catering, Social Media, Highly detail oriented, Micros, Interpersonal..., Microsoft Excel, Sales, Sound Engineer/Musician..., POS, Meticulous eye for..., Technical Writing, Technical Support, Customer Satisfaction, Interpersonal..., PowerPoint, Aloha, Multi Tasking
Education
San Antonio Christian School 2002 — 2006
The University of Texas at San Antonio 2009 — 2013
Bachelor of Arts in Communications
Lydia Ranger, MBA Lydia Ranger, MBA's American Funds Experience October 2007 - June 2009
Job MBA Alumni Development & Program Promotion / Adjunct Instructor at WSU Vancouver.
Industry Financial Services
Experience
Washington State University, Vancouver February 2015 - Present
Washington State University, Vancouver February 2015 - Present
Markee Valuations, LLC June 2013 - October 2014
Fisher Investments June 2012 - September 2012
Fisher Investments January 2011 - June 2012
Fisher Investments January 2010 - January 2011
American Funds October 2007 - June 2009
Skills
Close Attention to..., Microsoft Excel, Reliability, Technical Analysis, Presentation Development, Written & Oral..., 10 Key, Numerical Analysis, Trading Operations, Customer Service, MBA, Published Author, Portfolio Management, Financial Analysis, Data Analysis, Microsoft Office
Education
Washington State University 2010 — 2013
Master of Business Administration (MBA), GPA: 4.0
University of North Florida 2004 — 2006
Bachelor of Science (B.S.), Physics
United States Naval Academy 2002 — 2004
Washington State University, Vancouver February 2015 - Present
Washington State University, Vancouver February 2015 - Present
Markee Valuations, LLC June 2013 - October 2014
Fisher Investments June 2012 - September 2012
Fisher Investments January 2011 - June 2012
Fisher Investments January 2010 - January 2011
American Funds October 2007 - June 2009
Skills
Close Attention to..., Microsoft Excel, Reliability, Technical Analysis, Presentation Development, Written & Oral..., 10 Key, Numerical Analysis, Trading Operations, Customer Service, MBA, Published Author, Portfolio Management, Financial Analysis, Data Analysis, Microsoft Office
Education
Washington State University 2010 — 2013
Master of Business Administration (MBA), GPA: 4.0
University of North Florida 2004 — 2006
Bachelor of Science (B.S.), Physics
United States Naval Academy 2002 — 2004
Samantha Maney Samantha Maney's American Funds Experience August 2004 - July 2012
Job Client Specialist Liason at US Global Investors
Industry Investment Management
Experience
US Global Investors October 2013 - Present
U.S. Global Investors October 2012 - December 2013
American Funds August 2004 - July 2012
Skills
Customer Service, Microsoft Excel, Portfolio Management, Investments, Finance, Management, Risk Management, Strategic Planning, Customer Satisfaction, Data Analysis, Microsoft Word, Escalation Resolution, Client Liason, Microsoft Office, Financial Services
Education
Texas State University 1999 — 2003
Bachelor of Arts (B.A.), Psychology
US Global Investors October 2013 - Present
U.S. Global Investors October 2012 - December 2013
American Funds August 2004 - July 2012
Skills
Customer Service, Microsoft Excel, Portfolio Management, Investments, Finance, Management, Risk Management, Strategic Planning, Customer Satisfaction, Data Analysis, Microsoft Word, Escalation Resolution, Client Liason, Microsoft Office, Financial Services
Education
Texas State University 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Kelly Welker Kelly Welker's American Funds Experience 1995 - 1998
Job NFLPA Financial Advisor | Retirement Income Planner | Asset Manager | LPL Financial Advisor | Wealth Manager
Industry Financial Services
Experience
NFL Players Association December 2013 - Present
Renaissance Wealth Management Group of Texas January 2007 - Present
Raymond James Financial Inc. October 2001 - January 2007
Edward Jones July 1998 - October 2001
American Funds 1995 - 1998
Skills
MBA, Chartered Retirement..., Series 24, Series 7, Series 63, Series 51, TX State Variable Life..., TX State Investment..., Retirement Income..., Independent Finanical..., Political Action..., Wealth Management..., Estate Planning, Customer Service, Securities, Investments, Retirement Planning, Asset Allocation, Investment Strategies, IRAs, Wealth, Alternative Investments, Investment Management, High Net Worth..., Asset Management, Portfolio Management, Life Insurance, Personal Finance, Pensions, Equities, Personal Financial..., Long Term Care Insurance, Disability Insurance, Term Life Insurance, Wealth Management, Retirement, Strategic Financial..., Financial Services, FINRA, Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2008
CRCP designation from the FINRA Institute at Wharton, Compliance for Financial Industry
Webster University 1997 — 1999
Master of Business Administration (MBA), Marketing/Marketing Management, General, Dean's List
Wayland Baptist University 1992 — 1994
Bachelor of Science (BS), Marketing, Dean's List
The University of Texas at Austin 1982 — 1984
none, Advertising
NFL Players Association December 2013 - Present
Renaissance Wealth Management Group of Texas January 2007 - Present
Raymond James Financial Inc. October 2001 - January 2007
Edward Jones July 1998 - October 2001
American Funds 1995 - 1998
Skills
MBA, Chartered Retirement..., Series 24, Series 7, Series 63, Series 51, TX State Variable Life..., TX State Investment..., Retirement Income..., Independent Finanical..., Political Action..., Wealth Management..., Estate Planning, Customer Service, Securities, Investments, Retirement Planning, Asset Allocation, Investment Strategies, IRAs, Wealth, Alternative Investments, Investment Management, High Net Worth..., Asset Management, Portfolio Management, Life Insurance, Personal Finance, Pensions, Equities, Personal Financial..., Long Term Care Insurance, Disability Insurance, Term Life Insurance, Wealth Management, Retirement, Strategic Financial..., Financial Services, FINRA, Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2008
CRCP designation from the FINRA Institute at Wharton, Compliance for Financial Industry
Webster University 1997 — 1999
Master of Business Administration (MBA), Marketing/Marketing Management, General, Dean's List
Wayland Baptist University 1992 — 1994
Bachelor of Science (BS), Marketing, Dean's List
The University of Texas at Austin 1982 — 1984
none, Advertising
Laura Bertke Laura Bertke's American Funds Experience September 2005 - June 2009
Job Instructional Design Analyst at Accenture
Industry Professional Training & Coaching
Experience
Coley & Associates September 2011 - July 2013
McLane Advanced Technologies July 2011 - September 2011
American Cancer Society February 2011 - April 2011
American Funds September 2005 - June 2009
Skills
Captivate, Instructional Design, ADDIE, Instructor-led Training, E-Learning, Blended Learning, Adult Education, Employee Training, Curriculum Design, Training, Technical Training, Leadership Development, Workshop Facilitation, Public Speaking, Training Delivery, Dreamweaver, Software Documentation, Multimedia, Adobe Acrobat, Project Management, Microsoft Office, Distance Learning, Editing, Instructional Technology, Adobe Creative Suite, Job Aids, Hands-on Training, Quality Assurance, Content Development
Education
The University of Texas at San Antonio 2009 — 2011
MA, Adult Learning and Teaching
The University of Texas at Arlington
Bachelor of Science, Biology
Coley & Associates September 2011 - July 2013
McLane Advanced Technologies July 2011 - September 2011
American Cancer Society February 2011 - April 2011
American Funds September 2005 - June 2009
Skills
Captivate, Instructional Design, ADDIE, Instructor-led Training, E-Learning, Blended Learning, Adult Education, Employee Training, Curriculum Design, Training, Technical Training, Leadership Development, Workshop Facilitation, Public Speaking, Training Delivery, Dreamweaver, Software Documentation, Multimedia, Adobe Acrobat, Project Management, Microsoft Office, Distance Learning, Editing, Instructional Technology, Adobe Creative Suite, Job Aids, Hands-on Training, Quality Assurance, Content Development
Education
The University of Texas at San Antonio 2009 — 2011
MA, Adult Learning and Teaching
The University of Texas at Arlington
Bachelor of Science, Biology
Ted Ring Ted Ring's American Funds Experience January 2005 - June 2009
Job Portfolio Advisor with WealthQuest Financial Services, a division of Wall, Einhorn & Chernitzer, P.C.
Industry Financial Services
Experience
WealthQuest Financial Services LLC a division of Wall, Einhorn & Chernitzer January 2011 - Present
American Funds January 2005 - June 2009
John Hancock September 2002 - December 2004
Combined Insurance May 2001 - August 2002
ConnectMe Services March 2001 - January 2002
Skills
Project Management, CRM, Investments, Management, Mutual Funds, Sales, Portfolio Management, Insurance
Education
Strome College of Business 2006 — 2010
MBA, Business Administration
Virginia Polytechnic Institute and State University 1996 — 2000
Bachelor of Science (BS), Financial Planning
WealthQuest Financial Services LLC a division of Wall, Einhorn & Chernitzer January 2011 - Present
American Funds January 2005 - June 2009
John Hancock September 2002 - December 2004
Combined Insurance May 2001 - August 2002
ConnectMe Services March 2001 - January 2002
Skills
Project Management, CRM, Investments, Management, Mutual Funds, Sales, Portfolio Management, Insurance
Education
Strome College of Business 2006 — 2010
MBA, Business Administration
Virginia Polytechnic Institute and State University 1996 — 2000
Bachelor of Science (BS), Financial Planning
Chuck Stephanski Chuck Stephanski's American Funds Experience 2000 - 2009
Job Supplier Relationship Manager at Sutherland Global Services
Industry Insurance
Experience
Sutherland Global Services October 2014 - Present
Sutherland Global Services February 2013 - October 2014
Northwestern Mutual April 2012 - July 2012
WorkersChoiceUSA August 2009 - February 2010
American Funds 2000 - 2009
The TPA 1999 - 2000
Henderson & Phillips/USI 1998 - 1999
Blue Cross Blue Shield 1985 - 1998
Skills
Sales, Account Management, Business Development, Retirement Planning, Product Training, Fixed Income Strategies, Health Insurance, Life Insurance, Mutual Funds, Bond Funds, FINRA, Series 6, Series 63, Retirement, Employee Benefits, Fixed Annuities, Investments, Management
Education
State University of New York College at Cortland
B.S., Physical Education
Sutherland Global Services October 2014 - Present
Sutherland Global Services February 2013 - October 2014
Northwestern Mutual April 2012 - July 2012
WorkersChoiceUSA August 2009 - February 2010
American Funds 2000 - 2009
The TPA 1999 - 2000
Henderson & Phillips/USI 1998 - 1999
Blue Cross Blue Shield 1985 - 1998
Skills
Sales, Account Management, Business Development, Retirement Planning, Product Training, Fixed Income Strategies, Health Insurance, Life Insurance, Mutual Funds, Bond Funds, FINRA, Series 6, Series 63, Retirement, Employee Benefits, Fixed Annuities, Investments, Management
Education
State University of New York College at Cortland
B.S., Physical Education
Patricia Arriaga-Chang Patricia Arriaga-Chang's American Funds Experience August 2010 - November 2013
Job Account Executive Robert Half
Industry Accounting
Experience
Robert Half 2015 - Present
American Funds August 2010 - November 2013
American Funds May 2006 - July 2010
American Funds November 2004 - April 2006
American Funds July 2002 - October 2004
Skills
Mutual Funds, Retirement Planning, Series 63, Investments, Equities, Asset Allocation, Fixed Income, Series 6, Securities, Bloomberg, 401k, Account Management, Sales Management, Marketing Strategy
Education
The University of Texas at San Antonio 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General, 3.4
The University of Texas at San Antonio 1997 — 2002
Bachelor of Arts (BA), Business/Managerial Economics
Robert Half 2015 - Present
American Funds August 2010 - November 2013
American Funds May 2006 - July 2010
American Funds November 2004 - April 2006
American Funds July 2002 - October 2004
Skills
Mutual Funds, Retirement Planning, Series 63, Investments, Equities, Asset Allocation, Fixed Income, Series 6, Securities, Bloomberg, 401k, Account Management, Sales Management, Marketing Strategy
Education
The University of Texas at San Antonio 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General, 3.4
The University of Texas at San Antonio 1997 — 2002
Bachelor of Arts (BA), Business/Managerial Economics
James Pelech James Pelech's American Funds Experience March 2011 - January 2013
Job Auto Theft & Fire Claims Adjuster at USAA
Industry Investment Management
Experience
USAA January 2013 - Present
American Funds March 2011 - January 2013
Clear Channel Radio September 2010 - April 2011
Clear Channel Communications August 2010 - April 2011
WOAI-TV August 2010 - March 2011
WOAI-TV August 2010 - March 2011
News 4 WOAI TV August 2010 - March 2011
Clear Channel Radio January 2010 - May 2010
UTSA Athletics Dept October 2005 - May 2010
The University of Texas at San Antonio August 2005 - March 2010
Skills
Microsoft Office, Lotus Notes, tecnical director..., Training, Customer Service, Sports, Radio, Research, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Teamwork, Access, Analysis
Education
The University of Texas at San Antonio 2005 — 2010
Bachelor of Communications, Public Relations
The University of Texas at San Antonio 2005 — 2010
Bachelor of Arts, Public Relations
Calhoun High School 2001 — 2005
High School Diploma
USAA January 2013 - Present
American Funds March 2011 - January 2013
Clear Channel Radio September 2010 - April 2011
Clear Channel Communications August 2010 - April 2011
WOAI-TV August 2010 - March 2011
WOAI-TV August 2010 - March 2011
News 4 WOAI TV August 2010 - March 2011
Clear Channel Radio January 2010 - May 2010
UTSA Athletics Dept October 2005 - May 2010
The University of Texas at San Antonio August 2005 - March 2010
Skills
Microsoft Office, Lotus Notes, tecnical director..., Training, Customer Service, Sports, Radio, Research, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Teamwork, Access, Analysis
Education
The University of Texas at San Antonio 2005 — 2010
Bachelor of Communications, Public Relations
The University of Texas at San Antonio 2005 — 2010
Bachelor of Arts, Public Relations
Calhoun High School 2001 — 2005
High School Diploma
Lori Burkhardt Lori Burkhardt's American Funds Experience November 2005 - April 2008
Job Writer | Information Systems Manager, Enrollment Services
Industry Higher Education
Experience
Austin Fit Magazine May 2013 - Present
Texas Lutheran University August 2013 - Present
Texas Lutheran University August 2010 - August 2013
VMware October 2009 - May 2010
VMware April 2008 - February 2009
American Funds November 2005 - April 2008
Skills
Higher Education, Public Speaking, College Recruiting, Marketing Communications, FileMaker, Leadership, Microsoft Office, Filemaker Pro, Jenzabar, Proofreading, Siebel, College Board-..., Pet First Aid Certified, Mutual Funds, College Financial Aid, Copy Editing, Marketing Copy, Writing
Education
Texas Lutheran 2000 — 2004
BBA, Marketing
Austin Fit Magazine May 2013 - Present
Texas Lutheran University August 2013 - Present
Texas Lutheran University August 2010 - August 2013
VMware October 2009 - May 2010
VMware April 2008 - February 2009
American Funds November 2005 - April 2008
Skills
Higher Education, Public Speaking, College Recruiting, Marketing Communications, FileMaker, Leadership, Microsoft Office, Filemaker Pro, Jenzabar, Proofreading, Siebel, College Board-..., Pet First Aid Certified, Mutual Funds, College Financial Aid, Copy Editing, Marketing Copy, Writing
Education
Texas Lutheran 2000 — 2004
BBA, Marketing
Alison Dorantes Alison Dorantes's American Funds Experience August 2007 - May 2009
Job PRG
Industry Staffing and Recruiting
Experience
Peyton Resource Group June 2009 - Present
American Funds August 2007 - May 2009
Texas State University August 2003 - August 2007
Education
Texas State University 2003 — 2007
Bachelor of Science, Criminal Justice
Peyton Resource Group June 2009 - Present
American Funds August 2007 - May 2009
Texas State University August 2003 - August 2007
Education
Texas State University 2003 — 2007
Bachelor of Science, Criminal Justice
Phillip Minor Phillip Minor's American Funds Experience June 2012 - June 2015
Job Portfolio Analyst, Capital Group Companies, Los Angeles, CA
Industry Investment Management
Experience
Capital Group June 2015 - Present
American Funds June 2012 - June 2015
American Funds January 2011 - June 2012
Firstmark Credit Union August 2007 - January 2011
Woodforest National Bank April 2006 - July 2007
Hollywood Video July 2005 - March 2006
Skills
Italian, Microsoft Office, English, Banking, Finance, Investments, Mutual Funds, Account Reconciliation, Accounting, Auditing, Customer Service, Management, Retirement Planning
Education
Texas A&M University San Antonio 2012 — 2013
Master of Business Administration (MBA), Finance, General, 3.91
The University of Texas at San Antonio 2005 — 2010
Bachelor of Business Administration (BBA), Finance, General
Comm Arts 2001 — 2005
Capital Group June 2015 - Present
American Funds June 2012 - June 2015
American Funds January 2011 - June 2012
Firstmark Credit Union August 2007 - January 2011
Woodforest National Bank April 2006 - July 2007
Hollywood Video July 2005 - March 2006
Skills
Italian, Microsoft Office, English, Banking, Finance, Investments, Mutual Funds, Account Reconciliation, Accounting, Auditing, Customer Service, Management, Retirement Planning
Education
Texas A&M University San Antonio 2012 — 2013
Master of Business Administration (MBA), Finance, General, 3.91
The University of Texas at San Antonio 2005 — 2010
Bachelor of Business Administration (BBA), Finance, General
Comm Arts 2001 — 2005
Doug Parsley Doug Parsley's American Funds Experience January 2014 - Present
Job Divisional Wholesaler at American Funds
Industry Financial Services
Experience
American Funds January 2014 - Present
American Funds June 2011 - January 2014
American Funds May 2008 - June 2011
AXA Advisors January 2004 - March 2008
Education
Trinity University 1999 — 2003
B.S., Business Administration, Computer Science
American Funds January 2014 - Present
American Funds June 2011 - January 2014
American Funds May 2008 - June 2011
AXA Advisors January 2004 - March 2008
Education
Trinity University 1999 — 2003
B.S., Business Administration, Computer Science
kyle coffey kyle coffey's American Funds Experience July 2011 - Present
Job Client Services Specialist at American Funds
Industry Investment Management
Experience
American Funds July 2011 - Present
Pecan Street Insurance August 2010 - June 2011
Project Vote Smart January 2011 - May 2011
Skills
Critical Thinking, Report Writing, Creative Writing, Mathematics, Creative Problem Solving, Problem Solving, Asking Questions, Project Planning, Event Management, Team Leadership, Decision Making, Team Coordination, Punctual, Organizing, Organizational..., Ten Key
Education
The University of Texas at Austin 2006 — 2011
Bachelor's degree, Political Science and Government
American Funds July 2011 - Present
Pecan Street Insurance August 2010 - June 2011
Project Vote Smart January 2011 - May 2011
Skills
Critical Thinking, Report Writing, Creative Writing, Mathematics, Creative Problem Solving, Problem Solving, Asking Questions, Project Planning, Event Management, Team Leadership, Decision Making, Team Coordination, Punctual, Organizing, Organizational..., Ten Key
Education
The University of Texas at Austin 2006 — 2011
Bachelor's degree, Political Science and Government
Bjorn Frende Bjorn Frende's American Funds Experience 1998 - 2006
Job Senior Business Systems Analyst at Capital Group
Industry Financial Services
Experience
Capital Group May 2013 - Present
Capital Group 2006 - April 2013
American Funds 1998 - 2006
Eckerd 1998 - 1998
Toys R Us 1995 - 1997
Skills
Analysis, Business Process, Requirements Gathering, Testing, Business Analysis, Visio, SDLC, Training, Process Improvement, Management, Requirements Analysis, Business Process..., Leadership, Agile Methodologies, SharePoint, Lotus Notes, Vendor Management, Change Management, Data Analysis, Business Requirements, Software Documentation, Microsoft Excel, Business Intelligence, Access, Microsoft Office, Excel, PowerPoint, Word, Operations Management, Mutual Funds
Education
The University of Texas at San Antonio
BS, Information Systems
Wright State University
Capital Group May 2013 - Present
Capital Group 2006 - April 2013
American Funds 1998 - 2006
Eckerd 1998 - 1998
Toys R Us 1995 - 1997
Skills
Analysis, Business Process, Requirements Gathering, Testing, Business Analysis, Visio, SDLC, Training, Process Improvement, Management, Requirements Analysis, Business Process..., Leadership, Agile Methodologies, SharePoint, Lotus Notes, Vendor Management, Change Management, Data Analysis, Business Requirements, Software Documentation, Microsoft Excel, Business Intelligence, Access, Microsoft Office, Excel, PowerPoint, Word, Operations Management, Mutual Funds
Education
The University of Texas at San Antonio
BS, Information Systems
Wright State University
William Baribault William Baribault's American Funds Experience January 2009 - Present
Job President & CEO at Richard Nixon Foundation
Industry Venture Capital & Private Equity
Experience
Richard Nixon Foundation July 2014 - Present
American Funds January 2009 - Present
Non Profit and For Profit Boards January 2001 - Present
Oakwood Enterprises January 1998 - June 2014
Skills
Mergers, Mergers & Acquisitions, Board Governance, Restructuring, Strategy, Start-ups, Business Planning, Private Equity, Investment Banking, Management Consulting, Strategic Planning, Business Development, Banking, Finance, Management, Leadership, Corporate Governance, Financial Services, Marketing Strategy, Executive Management, Due Diligence, Venture Capital, E-commerce, Financial Modeling, Investments, Corporate Finance, Auditing, Corporate Development, Portfolio Management, Financial Analysis, Divestitures, Valuation, Credit, Asset Management, Alternative Investments, Investor Relations, Risk Management, Strategic Financial..., Capital Markets, Financial Structuring, Equities, M&A experience, Mutual Funds, Private Placements
Education
Stanford University 1963 — 1967
BA
Richard Nixon Foundation July 2014 - Present
American Funds January 2009 - Present
Non Profit and For Profit Boards January 2001 - Present
Oakwood Enterprises January 1998 - June 2014
Skills
Mergers, Mergers & Acquisitions, Board Governance, Restructuring, Strategy, Start-ups, Business Planning, Private Equity, Investment Banking, Management Consulting, Strategic Planning, Business Development, Banking, Finance, Management, Leadership, Corporate Governance, Financial Services, Marketing Strategy, Executive Management, Due Diligence, Venture Capital, E-commerce, Financial Modeling, Investments, Corporate Finance, Auditing, Corporate Development, Portfolio Management, Financial Analysis, Divestitures, Valuation, Credit, Asset Management, Alternative Investments, Investor Relations, Risk Management, Strategic Financial..., Capital Markets, Financial Structuring, Equities, M&A experience, Mutual Funds, Private Placements
Education
Stanford University 1963 — 1967
BA
Theresa Nagle Theresa Nagle's American Funds Experience May 1999 - Present
Job Financial Analyst at American Funds
Industry Investment Management
Experience
American Funds May 1999 - Present
Skills
Financial Modeling, Investments, Financial Analysis, Equities, Bloomberg, Fixed Income, Asset Management, Portfolio Management, Strategic Financial..., Valuation, Finance, Corporate Finance, Capital Markets, Wealth Management, Mutual Funds, Financial Services, Investment Banking, Hedge Funds, Economics, Quantitative Analytics
Education
Stanford University 1995 — 1999
Bachelor of Science (BS), Economics
American Funds May 1999 - Present
Skills
Financial Modeling, Investments, Financial Analysis, Equities, Bloomberg, Fixed Income, Asset Management, Portfolio Management, Strategic Financial..., Valuation, Finance, Corporate Finance, Capital Markets, Wealth Management, Mutual Funds, Financial Services, Investment Banking, Hedge Funds, Economics, Quantitative Analytics
Education
Stanford University 1995 — 1999
Bachelor of Science (BS), Economics
Chris Drewry Chris Drewry's American Funds Experience 2009 - Present
Job Retirement Plans Product Manager at American Funds
Industry Investment Management
Experience
American Funds 2009 - Present
American Funds 2001 - 2009
American Funds 1998 - 2001
American Funds 1996 - 1998
Skills
401k, 20 years experience in..., Business Analysis, Competitive Analysis, Business Strategy, Project Management, Problem Solving, Business Relationship..., Marketing Research, Web Development, Public Speaking, Management, Retirement Planning, Investments, Mutual Funds, Series 6, Series 63, Financial Analysis, Projects, Finance, Financial Advisory, Relationship Management
Education
The University of Texas at San Antonio
Master of Business Administration (M.B.A.)
The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.), Finance
American Funds 2009 - Present
American Funds 2001 - 2009
American Funds 1998 - 2001
American Funds 1996 - 1998
Skills
401k, 20 years experience in..., Business Analysis, Competitive Analysis, Business Strategy, Project Management, Problem Solving, Business Relationship..., Marketing Research, Web Development, Public Speaking, Management, Retirement Planning, Investments, Mutual Funds, Series 6, Series 63, Financial Analysis, Projects, Finance, Financial Advisory, Relationship Management
Education
The University of Texas at San Antonio
Master of Business Administration (M.B.A.)
The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.), Finance
Thea Lewis, CFP® Thea Lewis, CFP®'s American Funds Experience June 2014 - Present
Job Retirement Plan Sales Consultant at American Funds
Industry Financial Services
Experience
American Funds June 2014 - Present
Sierra Investment Management, Inc. April 2012 - May 2014
Penniall & Associates August 2010 - February 2012
Griffin Pensions, Inc. December 2009 - July 2010
The Hartford October 2005 - January 2008
Payden & Rygel September 2003 - October 2005
American Funds Distributors, Inc. April 2002 - September 2003
Morgan Stanley August 1998 - March 2002
Westar Capital September 1996 - July 1998
Skills
Wealth Management, Retirement Plans, Series 7, Series 65, Series 63, Certified Financial..., Mutual Funds, Retirement Planning, 401k, Financial Advisory, Investment Management, Equities, Fixed Income, Financial Services, Pensions
Education
The American College 2001 — 2003
CFP Curriculum
University of California, Irvine 1994 — 1995
Extension Certificate Program, Computers in Graphic Design
University of Colorado at Boulder 1990 — 1993
BA, Communication
American Funds June 2014 - Present
Sierra Investment Management, Inc. April 2012 - May 2014
Penniall & Associates August 2010 - February 2012
Griffin Pensions, Inc. December 2009 - July 2010
The Hartford October 2005 - January 2008
Payden & Rygel September 2003 - October 2005
American Funds Distributors, Inc. April 2002 - September 2003
Morgan Stanley August 1998 - March 2002
Westar Capital September 1996 - July 1998
Skills
Wealth Management, Retirement Plans, Series 7, Series 65, Series 63, Certified Financial..., Mutual Funds, Retirement Planning, 401k, Financial Advisory, Investment Management, Equities, Fixed Income, Financial Services, Pensions
Education
The American College 2001 — 2003
CFP Curriculum
University of California, Irvine 1994 — 1995
Extension Certificate Program, Computers in Graphic Design
University of Colorado at Boulder 1990 — 1993
BA, Communication
Ricky Hood Ricky Hood's American Funds Experience September 1998 - March 2011
Job Senior Work Management Analyst at Capital Group
Industry Financial Services
Experience
Capital Group April 2011 - Present
American Funds September 1998 - March 2011
American Funds September 1993 - September 1998
Champs Sports May 1992 - July 1993
Skills
Tableau, Microsoft Office, Aspect ACD, SQL, SharePoint, Project Planning, Visio, MicroStrategy Reporting, Data Visualization, Access, Business Objects, Equities, Forecasting, Investments, Business Analysis, Customer Service, Project Management, Leadership, Process Improvement
Education
Old Dominion University - College of Business and Public Administration 1988 — 1991
BSBA, Finance
Virginia Polytechnic Institute and State University 1986 — 1988
Norfolk Collegiate School 1976 — 1986
Advanced Studies
Capital Group April 2011 - Present
American Funds September 1998 - March 2011
American Funds September 1993 - September 1998
Champs Sports May 1992 - July 1993
Skills
Tableau, Microsoft Office, Aspect ACD, SQL, SharePoint, Project Planning, Visio, MicroStrategy Reporting, Data Visualization, Access, Business Objects, Equities, Forecasting, Investments, Business Analysis, Customer Service, Project Management, Leadership, Process Improvement
Education
Old Dominion University - College of Business and Public Administration 1988 — 1991
BSBA, Finance
Virginia Polytechnic Institute and State University 1986 — 1988
Norfolk Collegiate School 1976 — 1986
Advanced Studies
Leslie Davidson's American Funds Experience June 2004 - May 2005
Job IT Programmer/Analyst II at Crutchfield Corporation
Industry Information Technology and Services
Experience
Crutchfield Corporation May 2012 - Present
VGT December 2011 - May 2012
Video Gaming Technologies September 2008 - December 2011
Albemarle County Public Schools March 2006 - September 2008
Albemarle County Public Schools September 2005 - March 2006
American Funds June 2004 - May 2005
Trinity University August 2003 - May 2005
Trinity University August 2003 - May 2005
Trinity University August 2004 - January 2005
Skills
C++, C#, .NET, C++/CLI, WCF, WPF, XML, UML, ASP, PHP, SQL, OpenGL, HTML + CSS, AppleScript, Scheme, Object Oriented Modeling, Visual Studio, Borland C++, Certified Scrum Master..., Scrum, SAS, Apple Remote Desktop, Dreamweaver, FrontPage, Active Directory, Retrospect, Help Desk Management, Fireworks, Photoshop, Microsoft Office, Windows Server 2003, Red Hat Linux, Mac OS X, Mac OS X Server, Mac OS 9, Agile, Test Automation, Unit Testing, Continuous Integration, NCover, ReSharper, Integration Testing, ASP.NET, JavaScript, Microsoft Office 2007, Microsoft Office 2003, Microsoft Office Xp, SQL Server Management..., Training, Teaching
Education
Trinity University 2001 — 2005
BS, Computer Science and Spanish
James E. Taylor High 1997 — 2001
General Education, Advanced Placement with focus in Computer Science, History, & Spanish, 4.1
Crutchfield Corporation May 2012 - Present
VGT December 2011 - May 2012
Video Gaming Technologies September 2008 - December 2011
Albemarle County Public Schools March 2006 - September 2008
Albemarle County Public Schools September 2005 - March 2006
American Funds June 2004 - May 2005
Trinity University August 2003 - May 2005
Trinity University August 2003 - May 2005
Trinity University August 2004 - January 2005
Skills
C++, C#, .NET, C++/CLI, WCF, WPF, XML, UML, ASP, PHP, SQL, OpenGL, HTML + CSS, AppleScript, Scheme, Object Oriented Modeling, Visual Studio, Borland C++, Certified Scrum Master..., Scrum, SAS, Apple Remote Desktop, Dreamweaver, FrontPage, Active Directory, Retrospect, Help Desk Management, Fireworks, Photoshop, Microsoft Office, Windows Server 2003, Red Hat Linux, Mac OS X, Mac OS X Server, Mac OS 9, Agile, Test Automation, Unit Testing, Continuous Integration, NCover, ReSharper, Integration Testing, ASP.NET, JavaScript, Microsoft Office 2007, Microsoft Office 2003, Microsoft Office Xp, SQL Server Management..., Training, Teaching
Education
Trinity University 2001 — 2005
BS, Computer Science and Spanish
James E. Taylor High 1997 — 2001
General Education, Advanced Placement with focus in Computer Science, History, & Spanish, 4.1
Gwendolyn Whinnery Gwendolyn Whinnery's American Funds Experience March 2006 - July 2007
Job Business Systems Analyst at Capital Group
Industry Financial Services
Experience
Capital Group July 2007 - Present
American Funds March 2006 - July 2007
Skills
Data Warehousing, ETL, SDLC, PMP, Requirements Gathering, Business Intelligence, Business Analysis, Data Modeling, Agile Methodologies, Requirements Analysis, Systems Analysis, Visio, Business Objects, SharePoint, Enterprise Architecture
Education
The University of Texas at San Antonio 1996 — 1999
Bachelor of Arts (B.A.), Psychology, Magna Cum Laude
Capital Group July 2007 - Present
American Funds March 2006 - July 2007
Skills
Data Warehousing, ETL, SDLC, PMP, Requirements Gathering, Business Intelligence, Business Analysis, Data Modeling, Agile Methodologies, Requirements Analysis, Systems Analysis, Visio, Business Objects, SharePoint, Enterprise Architecture
Education
The University of Texas at San Antonio 1996 — 1999
Bachelor of Arts (B.A.), Psychology, Magna Cum Laude
Sherrie Keylon, CFS®,CAS® Sherrie Keylon, CFS®,CAS®'s American Funds Experience October 1995 - October 1997
Job Supervisory Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2014 - Present
NFP Advisor Services November 2008 - November 2014
National Financial Partners November 2008 - November 2014
MassMutual Financial Group July 2007 - October 2008
MassMutual Financial Group July 2006 - July 2007
MassMutual Financial Group June 2003 - May 2005
MassMutual Financial Group February 2002 - June 2003
MassMutual Financial Group January 1999 - December 2001
American Funds October 1995 - October 1997
Fidelity Investments November 1986 - May 1994
Skills
Series 24, Series 6, Securities, Compliance, Series 7, Annuities, Mutual Funds, Series 63, Financial Planning, Risk Management, Insurance, Investments, Series 53, Series 8, OSJ, Proofreading, Writing, Series 65, Licensed Life, Variable Annuities, Fixed Annuities, Term Life Insurance, IRAs, Trading, Financial Services, Life Insurance, Financial Advisory, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement, Retirement Planning, Wealth, 401k Rollovers, Morningstar, Alternative Investments, Options, Relationship Management, Personal Financial..., Stocks, Long-term Care, Wealth Management..., Life, Savings, High Net Worth..., Licensed Life Insurance..., Wealth Accumulation, Asset Allocation, Equities
Education
Texas A&M University-Commerce 1982 — 1986
B.S., Home Economics, Emphasis in Fashion Merchandising & Retail Mgmt., Minor in General Business
LPL Financial December 2014 - Present
NFP Advisor Services November 2008 - November 2014
National Financial Partners November 2008 - November 2014
MassMutual Financial Group July 2007 - October 2008
MassMutual Financial Group July 2006 - July 2007
MassMutual Financial Group June 2003 - May 2005
MassMutual Financial Group February 2002 - June 2003
MassMutual Financial Group January 1999 - December 2001
American Funds October 1995 - October 1997
Fidelity Investments November 1986 - May 1994
Skills
Series 24, Series 6, Securities, Compliance, Series 7, Annuities, Mutual Funds, Series 63, Financial Planning, Risk Management, Insurance, Investments, Series 53, Series 8, OSJ, Proofreading, Writing, Series 65, Licensed Life, Variable Annuities, Fixed Annuities, Term Life Insurance, IRAs, Trading, Financial Services, Life Insurance, Financial Advisory, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement, Retirement Planning, Wealth, 401k Rollovers, Morningstar, Alternative Investments, Options, Relationship Management, Personal Financial..., Stocks, Long-term Care, Wealth Management..., Life, Savings, High Net Worth..., Licensed Life Insurance..., Wealth Accumulation, Asset Allocation, Equities
Education
Texas A&M University-Commerce 1982 — 1986
B.S., Home Economics, Emphasis in Fashion Merchandising & Retail Mgmt., Minor in General Business
Jim Corry Jim Corry's American Funds Experience May 2009 - December 2010
Job Manager, Integration Services at Adaptive Insights
Industry Information Technology and Services
Experience
Adaptive Insights Sr Project ManagerAcelityAugust 2012 - February 2015
USAA January 2011 - November 2012
American Funds May 2009 - December 2010
IBM Global Services October 2002 - August 2010
Aetna May 2005 - May 2009
Harcourt Assessment 2004 - 2005
Ohio Department of Education April 2003 - March 2004
Texas Worker's Compensation Commission 2002 - 2003
Accenture 1982 - 1988
Skills
Project Management, PMP, Adaptive Insights, Business Analysis, Leadership, SDLC, Analysis, Consulting, IT Strategy, Business Process, Data Center, Vendor Management, Program Management, PMO, Project Portfolio..., Business Process..., Requirements Analysis, Process Improvement, Software Project..., Integration, Management Consulting, Business Intelligence, Requirements Gathering, Visio, IT Management, Outsourcing, Event Planning, Event Management, Event Production
Education
The University of Texas at Austin - Red McCombs School of Business 1980 — 1982
MBA, Business Mangement
The University of Texas at Austin 1973 — 1975
BA, Government
Adaptive Insights Sr Project ManagerAcelityAugust 2012 - February 2015
USAA January 2011 - November 2012
American Funds May 2009 - December 2010
IBM Global Services October 2002 - August 2010
Aetna May 2005 - May 2009
Harcourt Assessment 2004 - 2005
Ohio Department of Education April 2003 - March 2004
Texas Worker's Compensation Commission 2002 - 2003
Accenture 1982 - 1988
Skills
Project Management, PMP, Adaptive Insights, Business Analysis, Leadership, SDLC, Analysis, Consulting, IT Strategy, Business Process, Data Center, Vendor Management, Program Management, PMO, Project Portfolio..., Business Process..., Requirements Analysis, Process Improvement, Software Project..., Integration, Management Consulting, Business Intelligence, Requirements Gathering, Visio, IT Management, Outsourcing, Event Planning, Event Management, Event Production
Education
The University of Texas at Austin - Red McCombs School of Business 1980 — 1982
MBA, Business Mangement
The University of Texas at Austin 1973 — 1975
BA, Government
Pamela Gillett QPFC, PPC's American Funds Experience December 2013 - Present
Job Regional Vice President, Retirement Plan Counselor at American Funds
Industry Financial Services
Experience
American Funds December 2013 - Present
The Standard June 2010 - November 2013
Principal Financial Group February 2008 - June 2010
MFS Investment Management April 1995 - February 2008
Guaranty Federal Bank January 1993 - April 1995
The 401(k) Company October 1991 - January 1993
Skills
401k, Retirement, Series 7, Plan Design, ERISA, Investments, Pensions, Compliance, Retirement Planning, Retirement Services, Defined Benefit, Profit Sharing, Series 66, series 26, Mutual Funds, Asset Allocation
Education
The University of Texas at El Paso 1986 — 1990
B.S., Biology
American Funds December 2013 - Present
The Standard June 2010 - November 2013
Principal Financial Group February 2008 - June 2010
MFS Investment Management April 1995 - February 2008
Guaranty Federal Bank January 1993 - April 1995
The 401(k) Company October 1991 - January 1993
Skills
401k, Retirement, Series 7, Plan Design, ERISA, Investments, Pensions, Compliance, Retirement Planning, Retirement Services, Defined Benefit, Profit Sharing, Series 66, series 26, Mutual Funds, Asset Allocation
Education
The University of Texas at El Paso 1986 — 1990
B.S., Biology
Lauren Biggs's American Funds Experience April 2006 - May 2009
Job Director of Marketing at Fusion Investment Group, LLC
Industry Investment Management
Experience
Fusion Investment Group, LLC January 2011 - March 2014
Palantir Capital Management June 2009 - October 2010
American Funds April 2006 - May 2009
Calamos Investments August 2005 - April 2006
Northern Trust Global Investments August 2000 - August 2005
Education
Trinity University 1996 — 2000
BA, Finance & Communications
Fusion Investment Group, LLC January 2011 - March 2014
Palantir Capital Management June 2009 - October 2010
American Funds April 2006 - May 2009
Calamos Investments August 2005 - April 2006
Northern Trust Global Investments August 2000 - August 2005
Education
Trinity University 1996 — 2000
BA, Finance & Communications
Joe Airaudi Joe Airaudi's American Funds Experience 2004 - 2006
Job Human Resources Professional at Samsung Austin Semiconductor
Industry Semiconductors
Experience
Samsung Austin Semiconductor December 2010 - Present
Samsung Austin Semiconductor October 2006 - August 2010
Capital Group October 2004 - October 2006
American Funds 2004 - 2006
University of Texas at Austin January 2001 - June 2004
Skills
Human Resources, Recruiting, HRIS, College Recruiting, Management, Technical Recruiting, Sourcing, Personnel Management, Interviews, Talent Acquisition, Strategy, Process Improvement, Cross-functional Team..., Leadership, Talent Management, Performance Management, Compensation, Employee Relations, Employee Recognition, Policy Writing, Compensation Planning, Compensation Strategies
Education
The University of Texas at Austin 1999 — 2004
Bachelor's Degree, Regional Development & Urban Planning, GIS. Minor in English
Samsung Austin Semiconductor December 2010 - Present
Samsung Austin Semiconductor October 2006 - August 2010
Capital Group October 2004 - October 2006
American Funds 2004 - 2006
University of Texas at Austin January 2001 - June 2004
Skills
Human Resources, Recruiting, HRIS, College Recruiting, Management, Technical Recruiting, Sourcing, Personnel Management, Interviews, Talent Acquisition, Strategy, Process Improvement, Cross-functional Team..., Leadership, Talent Management, Performance Management, Compensation, Employee Relations, Employee Recognition, Policy Writing, Compensation Planning, Compensation Strategies
Education
The University of Texas at Austin 1999 — 2004
Bachelor's Degree, Regional Development & Urban Planning, GIS. Minor in English
Clarence J. Hollis Clarence J. Hollis's American Funds Experience May 1998 - May 1999
Job Talent Advisor connecting the best and brightest in sales with excellent opportunities!
Industry Textiles
Experience
UniFirst Corporation June 2014 - Present
Danny Lopez Construction March 2014 - June 2014
The Salvation Army 2013 - 2014
Remedy Intelligent Staffing September 2012 - September 2013
Texas Auto Trade Center May 2012 - July 2012
Hollis Landscaping ( part time)/ Family Healthcare Management January 2001 - May 2012
Advantage Rent A Car RD December 1999 - December 2000
Remedy Intelligent Staffing June 1999 - December 1999
American Funds May 1998 - May 1999
American Funds May 1993 - May 1998
Skills
Microsoft Word, Customer Service, Data Entry, Microsoft Excel, Communication Skills, 10 Key, Internet, Typing, Time Management, Interpersonal..., Close Attention to..., Listening to customers, Creative Problem Solving, Data Analysis, Analysis, Teamwork, Human Resources, Interpersonal..., Insurance, Social Media, Program Management, Call Centers, Marketing Strategy, Finance, Cold Calling, Problem Solving, Sales Presentations, B2B, Sales Process, Account Management, Sales Management, Team Building, Sales Operations, Customer Retention, New Business Development, Direct Sales, Outside Sales
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
UniFirst Corporation June 2014 - Present
Danny Lopez Construction March 2014 - June 2014
The Salvation Army 2013 - 2014
Remedy Intelligent Staffing September 2012 - September 2013
Texas Auto Trade Center May 2012 - July 2012
Hollis Landscaping ( part time)/ Family Healthcare Management January 2001 - May 2012
Advantage Rent A Car RD December 1999 - December 2000
Remedy Intelligent Staffing June 1999 - December 1999
American Funds May 1998 - May 1999
American Funds May 1993 - May 1998
Skills
Microsoft Word, Customer Service, Data Entry, Microsoft Excel, Communication Skills, 10 Key, Internet, Typing, Time Management, Interpersonal..., Close Attention to..., Listening to customers, Creative Problem Solving, Data Analysis, Analysis, Teamwork, Human Resources, Interpersonal..., Insurance, Social Media, Program Management, Call Centers, Marketing Strategy, Finance, Cold Calling, Problem Solving, Sales Presentations, B2B, Sales Process, Account Management, Sales Management, Team Building, Sales Operations, Customer Retention, New Business Development, Direct Sales, Outside Sales
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
Scott Zambon Scott Zambon's American Funds Experience March 1993 - May 2009
Job West Coast Regional Director at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors August 2011 - Present
AllianceBernstein October 2009 - August 2011
American Funds March 1993 - May 2009
Dean Witter 1990 - 1993
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, ETFs, Asset Management, Investment Advisory, Alternative Investments, FINRA, Wealth Management, Separately Managed..., 401k, Securities, Investment Strategies, Series 65, Retirement Planning, Financial Advisory, Financial Services, Fixed Income, Investment Management, Retirement, Series 24, Series 6
Education
The University of Texas at Austin 1984 — 1989
B/A, Government
Geneva Advisors August 2011 - Present
AllianceBernstein October 2009 - August 2011
American Funds March 1993 - May 2009
Dean Witter 1990 - 1993
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, ETFs, Asset Management, Investment Advisory, Alternative Investments, FINRA, Wealth Management, Separately Managed..., 401k, Securities, Investment Strategies, Series 65, Retirement Planning, Financial Advisory, Financial Services, Fixed Income, Investment Management, Retirement, Series 24, Series 6
Education
The University of Texas at Austin 1984 — 1989
B/A, Government
Kris Roley's American Funds Experience August 2005 - June 2007
Job Technical Support at Canon ITS
Industry Entertainment
Experience
Pungoverse Productions May 2007 - Present
Canon ITS November 2013 - Present
Apple November 2011 - October 2013
USAA March 2008 - October 2008
American Funds August 2005 - June 2007
Coleman & Associates May 2001 - August 2005
Coleman & Associates March 1999 - May 2001
NationsBank April 1998 - March 1999
NationsBank June 1995 - April 1998
NationsBank January 1993 - June 1995
Skills
Customer Service, Microsoft Office, Social Media, Audio Engineering, Mac OS X, Creative Writing, Voice Over, Wordpress, OS X, WordPress, Outlook, Social Networking, Computer Hardware, Adobe Creative Suite, Microsoft Excel, Management, Call Centers, iPhone, Editing, Public Speaking, Sales, Mac, New Media, iLife, Advertising, SEO, Photography, Mac OS X Server, iOS, iPod, iPad, Event Planning, iWork, Keynote, Video Editing, Social Media Marketing, Blogging, Mac OS, Public Relations, Event Management, Microsoft Word, Web Design, Graphic Design, Networking, Online Marketing
Education
Tidewater Community College 1990 — 1991
A.A.S, Graphic Communications
First Colonial HS 1986 — 1988
Diploma
Pungoverse Productions May 2007 - Present
Canon ITS November 2013 - Present
Apple November 2011 - October 2013
USAA March 2008 - October 2008
American Funds August 2005 - June 2007
Coleman & Associates May 2001 - August 2005
Coleman & Associates March 1999 - May 2001
NationsBank April 1998 - March 1999
NationsBank June 1995 - April 1998
NationsBank January 1993 - June 1995
Skills
Customer Service, Microsoft Office, Social Media, Audio Engineering, Mac OS X, Creative Writing, Voice Over, Wordpress, OS X, WordPress, Outlook, Social Networking, Computer Hardware, Adobe Creative Suite, Microsoft Excel, Management, Call Centers, iPhone, Editing, Public Speaking, Sales, Mac, New Media, iLife, Advertising, SEO, Photography, Mac OS X Server, iOS, iPod, iPad, Event Planning, iWork, Keynote, Video Editing, Social Media Marketing, Blogging, Mac OS, Public Relations, Event Management, Microsoft Word, Web Design, Graphic Design, Networking, Online Marketing
Education
Tidewater Community College 1990 — 1991
A.A.S, Graphic Communications
First Colonial HS 1986 — 1988
Diploma
Jan Sievert Jan Sievert's American Funds Experience 1999 - 2001
Job Real Estate Professional at ERA Herman Group Real Estate
Industry Real Estate
Experience
ERA Herman Group Real Estate July 2008 - Present
American Funds 1999 - 2001
Smith & Nephew 1993 - 1998
Leaf Inc. 1992 - 1993
Texas Instruments 1988 - 1992
Skills
Construction, Foreclosures, Relocation, New Home Sales, Listings, Townhomes, Referrals, Luxury, Real Estate Transactions, Property Management, Project Management, Selling, FHA, Contract Negotiation, HUD, Sales, Investment Properties, First Time Home Buyers, Buyers
Education
University of Arkansas 1984 — 1988
BS, Industrial Engineering
ERA Herman Group Real Estate July 2008 - Present
American Funds 1999 - 2001
Smith & Nephew 1993 - 1998
Leaf Inc. 1992 - 1993
Texas Instruments 1988 - 1992
Skills
Construction, Foreclosures, Relocation, New Home Sales, Listings, Townhomes, Referrals, Luxury, Real Estate Transactions, Property Management, Project Management, Selling, FHA, Contract Negotiation, HUD, Sales, Investment Properties, First Time Home Buyers, Buyers
Education
University of Arkansas 1984 — 1988
BS, Industrial Engineering
William Simon William Simon's American Funds Experience July 2003 - August 2007
Job Executive Vice President at Brinker Capital
Industry Investment Management
Experience
Brinker Capital July 2011 - Present
PPB Advisors LLC September 2009 - July 2011
Capital Group 2007 - April 2009
American Funds, A Capital Group Company 1987 - 2009
American Funds July 2003 - August 2007
American Funds January 1987 - June 2003
Skills
Portfolio Management, Employee Benefits, Hedge Funds, Investments, Wealth Management, Strategic Planning, Alternative Investments, Mutual Funds, Leadership, Sales, Securities, Series 7, Retirement Planning, Management, Series 63, Sales Management, Asset Allocation, Financial Services, Access, Asset Management, Financial Advisory, Separately Managed..., ETFs, Investment Strategies, 401k, Retirement, Series 6, Investment Advisory
Education
University of Pittsburgh 1978 — 1981
BA, Economics
The College of Wooster 1976 — 1978
Brinker Capital July 2011 - Present
PPB Advisors LLC September 2009 - July 2011
Capital Group 2007 - April 2009
American Funds, A Capital Group Company 1987 - 2009
American Funds July 2003 - August 2007
American Funds January 1987 - June 2003
Skills
Portfolio Management, Employee Benefits, Hedge Funds, Investments, Wealth Management, Strategic Planning, Alternative Investments, Mutual Funds, Leadership, Sales, Securities, Series 7, Retirement Planning, Management, Series 63, Sales Management, Asset Allocation, Financial Services, Access, Asset Management, Financial Advisory, Separately Managed..., ETFs, Investment Strategies, 401k, Retirement, Series 6, Investment Advisory
Education
University of Pittsburgh 1978 — 1981
BA, Economics
The College of Wooster 1976 — 1978
Leah R. Bennett, CFA, CIC's American Funds Experience June 1992 - August 1995
Job Co Chief Investment Officer at South Texas Money Management
Industry Investment Management
Experience
South Texas Money Management July 2013 - Present
CFA Institute August 2012 - Present
King Investment Advisors, Inc. August 1995 - July 2013
American Funds June 1992 - August 1995
Education
Texas A&M University 1987 — 1991
BS, Economics
South Texas Money Management July 2013 - Present
CFA Institute August 2012 - Present
King Investment Advisors, Inc. August 1995 - July 2013
American Funds June 1992 - August 1995
Education
Texas A&M University 1987 — 1991
BS, Economics
Jan (Edmondson) Beverley Jan (Edmondson) Beverley's American Funds Experience July 2006 - May 2008
Job Manager at ATKG, LLP
Industry Accounting
Experience
ATKG, LLP June 2008 - Present
American Funds July 2006 - May 2008
GameStop April 2001 - June 2006
Skills
CPA, Accounting, Income Tax, Tax, Corporate Tax, QuickBooks, GAAP, Partnership Taxation, Tax Research, Tax Accounting, Financial Accounting, Tax Preparation, Internal Controls, Tax Returns
Education
The University of Texas at San Antonio 2006 — 2009
Masters of Accountancy
ATKG, LLP June 2008 - Present
American Funds July 2006 - May 2008
GameStop April 2001 - June 2006
Skills
CPA, Accounting, Income Tax, Tax, Corporate Tax, QuickBooks, GAAP, Partnership Taxation, Tax Research, Tax Accounting, Financial Accounting, Tax Preparation, Internal Controls, Tax Returns
Education
The University of Texas at San Antonio 2006 — 2009
Masters of Accountancy
Jose R. Garcia Jose R. Garcia's American Funds Experience May 2005 - October 2006
Job Senior Associate at KPMG
Industry Information Technology and Services
Experience
KPMG April 2015 - Present
Rush Enterprises, Inc July 2012 - March 2015
Accenture September 2010 - June 2012
Tesoro November 2009 - September 2010
Tesoro February 2008 - November 2009
Tesoro October 2006 - February 2008
American Funds May 2005 - October 2006
The U.S. Attorney's Office December 2000 - August 2005
Skills
SAP, Business Analysis, Business Intelligence, Analysis, Access, Project Management, SAP R/3, Process Improvement, Data Analysis, Business Objects, Business Process, SAP BW, SAP BI, ERP, SAP ERP, ECC, SAP BPC, SD, SharePoint, Requirements Analysis, Software Documentation, SAP Implementation, Testing, Financial Reporting, SAP Netweaver, ABAP, Business Process..., SAP FI, Management, Leadership, Integration, Information Technology, Program Management, SDLC, Change Management, Data Migration, Requirements Gathering, Finance, Financial Analysis
Education
University of the Incarnate Word 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Project Management
The University of Texas at San Antonio 2002 — 2005
B.A., Finance
South Texas College 1999 — 2002
A.A.S., Business Information Systems
KPMG April 2015 - Present
Rush Enterprises, Inc July 2012 - March 2015
Accenture September 2010 - June 2012
Tesoro November 2009 - September 2010
Tesoro February 2008 - November 2009
Tesoro October 2006 - February 2008
American Funds May 2005 - October 2006
The U.S. Attorney's Office December 2000 - August 2005
Skills
SAP, Business Analysis, Business Intelligence, Analysis, Access, Project Management, SAP R/3, Process Improvement, Data Analysis, Business Objects, Business Process, SAP BW, SAP BI, ERP, SAP ERP, ECC, SAP BPC, SD, SharePoint, Requirements Analysis, Software Documentation, SAP Implementation, Testing, Financial Reporting, SAP Netweaver, ABAP, Business Process..., SAP FI, Management, Leadership, Integration, Information Technology, Program Management, SDLC, Change Management, Data Migration, Requirements Gathering, Finance, Financial Analysis
Education
University of the Incarnate Word 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Project Management
The University of Texas at San Antonio 2002 — 2005
B.A., Finance
South Texas College 1999 — 2002
A.A.S., Business Information Systems
Russell Willis Russell Willis's American Funds Experience January 2006 - June 2011
Job Analyst, Technical Expert, Support and Conflict Resolution Specialist, Process and Operation Expert, Leader, and Trainer
Industry Investment Management
Experience
Charles Schwab October 2012 - March 2013
American Funds January 2006 - June 2011
Cox Communications May 2005 - November 2005
American Express January 2005 - April 2005
American Express February 2004 - July 2004
Charles Schwab February 2000 - December 2002
Cardinal Health August 1999 - December 1999
AirTouch Cellular (now Verizon Wireless) August 1997 - May 1999
Simplex Time Recorder December 1996 - May 1997
WinBook Computer Corporation September 1993 - July 1996
Skills
Leadership, Training, Customer Satisfaction, Microsoft Word, Analysis, PowerPoint, Lotus Notes, Public Speaking, 401k, Finance, Insurance, Oral & Written..., Conflict Resolution, Close Attention to..., Quality Assurance, Risk Management, Account Reconciliation, Technical Support, Customer Service, Escalation Resolution, Troubleshooting, Mentoring, Research, Document Review, Document Drafting, Collaboration, Presentations, Multi Tasking, Project Management, Business Operations, Process Improvement, Supervision, Hiring Personnel, Performance Reviews, Microsoft PowerPoint, Microsoft Excel, Mutual Funds, IRAs, Simple IRA, 529 Plans, 403 b, Retirement Planning, Estate Planning, Internet Explorer, Turbo Tax, Sales, Marketing, Apple Safari, Apple Pages, Apple Numbers
Education
The Ohio State University
Bachelor of Science (B.S.), Psychology
Charles Schwab October 2012 - March 2013
American Funds January 2006 - June 2011
Cox Communications May 2005 - November 2005
American Express January 2005 - April 2005
American Express February 2004 - July 2004
Charles Schwab February 2000 - December 2002
Cardinal Health August 1999 - December 1999
AirTouch Cellular (now Verizon Wireless) August 1997 - May 1999
Simplex Time Recorder December 1996 - May 1997
WinBook Computer Corporation September 1993 - July 1996
Skills
Leadership, Training, Customer Satisfaction, Microsoft Word, Analysis, PowerPoint, Lotus Notes, Public Speaking, 401k, Finance, Insurance, Oral & Written..., Conflict Resolution, Close Attention to..., Quality Assurance, Risk Management, Account Reconciliation, Technical Support, Customer Service, Escalation Resolution, Troubleshooting, Mentoring, Research, Document Review, Document Drafting, Collaboration, Presentations, Multi Tasking, Project Management, Business Operations, Process Improvement, Supervision, Hiring Personnel, Performance Reviews, Microsoft PowerPoint, Microsoft Excel, Mutual Funds, IRAs, Simple IRA, 529 Plans, 403 b, Retirement Planning, Estate Planning, Internet Explorer, Turbo Tax, Sales, Marketing, Apple Safari, Apple Pages, Apple Numbers
Education
The Ohio State University
Bachelor of Science (B.S.), Psychology
Barry Bezuidenhout, CFA Barry Bezuidenhout, CFA's American Funds Experience February 2005 - July 2007
Job Vice President at Standard Bank
Industry Banking
Experience
Standard Bank July 2007 - Present
American Funds February 2005 - July 2007
Skills
Investment Banking, Finance, Financial Structuring, Valuation, Financial Modeling, Originations, Loan Origination, Analysis, Capital Markets, Derivatives
Education
The University of Texas at Austin 2000 — 2002
B.A., Economics
Standard Bank July 2007 - Present
American Funds February 2005 - July 2007
Skills
Investment Banking, Finance, Financial Structuring, Valuation, Financial Modeling, Originations, Loan Origination, Analysis, Capital Markets, Derivatives
Education
The University of Texas at Austin 2000 — 2002
B.A., Economics
Brandon Speer Brandon Speer's American Funds Experience 2001 - 2006
Job Accredited Retirement Plan Consultant
Industry Financial Services
Experience
PAYCHEX INC May 2015 - Present
Advisors Asset Management, Inc. July 2014 - May 2015
ADP April 2011 - January 2014
Paychex June 2010 - March 2011
Mutual of America November 2006 - May 2010
American Funds 2001 - 2006
Skills
Employee Benefits, Insurance, Benefits Administration, Cold Calling, Defined Benefit, Health Insurance, COBRA, Sales, Account Management, Small Business, Employee Relations, 401k, Retirement Planning, Retirement, Selling, Investments
Education
The University of Texas at San Antonio 1993 — 1998
Bachelor of Arts (B.A.), English/Communications
Taft High School 1988 — 1992
PAYCHEX INC May 2015 - Present
Advisors Asset Management, Inc. July 2014 - May 2015
ADP April 2011 - January 2014
Paychex June 2010 - March 2011
Mutual of America November 2006 - May 2010
American Funds 2001 - 2006
Skills
Employee Benefits, Insurance, Benefits Administration, Cold Calling, Defined Benefit, Health Insurance, COBRA, Sales, Account Management, Small Business, Employee Relations, 401k, Retirement Planning, Retirement, Selling, Investments
Education
The University of Texas at San Antonio 1993 — 1998
Bachelor of Arts (B.A.), English/Communications
Taft High School 1988 — 1992
Shane Davis, CIMA® Shane Davis, CIMA®'s American Funds Experience December 2011 - Present
Job Vice President at American Funds
Industry Financial Services
Experience
American Funds December 2011 - Present
Franklin Templeton Investments 2000 - February 2012
John Hancock Life Insurance Company (U.S.A.) January 1997 - January 2000
Skills
CIMA, Series 7, Series 24, Series 63, Series 65, Retirement Plan..., Mutual Funds, Asset Allocation, Life & Health Insurance..., Separately Managed..., 401k, Wealth Management, Investment Advisory, Relationship Management, Uniform Combined State...
Education
State College of Florida-Manatee-Sarasota
American Funds December 2011 - Present
Franklin Templeton Investments 2000 - February 2012
John Hancock Life Insurance Company (U.S.A.) January 1997 - January 2000
Skills
CIMA, Series 7, Series 24, Series 63, Series 65, Retirement Plan..., Mutual Funds, Asset Allocation, Life & Health Insurance..., Separately Managed..., 401k, Wealth Management, Investment Advisory, Relationship Management, Uniform Combined State...
Education
State College of Florida-Manatee-Sarasota
Ernie Austin, MBA Ernie Austin, MBA's American Funds Experience 2007 - 2009
Job Manager Portfolio Accounting at PRA Group
Industry Financial Services
Experience
PRA Group (Nasdaq: PRAA) May 2014 - Present
APM Terminals 2013 - 2014
HomeChoice Partners 2012 - 2013
GEICO 2011 - 2012
DIVURGENT 2009 - 2011
American Funds 2007 - 2009
HSBC 2002 - 2007
Skills
Analysis, Change Management, Budgets, Performance Management, Project Planning, Process Improvement, Finance, Strategic Planning, Business Analysis, Financial Analysis, Business Process..., Leadership, Business Intelligence, Business Planning, Program Management, Six Sigma, Recruiting, Business Strategy, Driving Results, Operations Management, Risk Management, Strategy, Forecasting, Managerial Finance, Financial Modeling, Coaching, Negotiation, Financial Reporting, Black Belt, Gap Analysis, Management Consulting, Banking, Accounting, Income Statement, Essbase, P&L Management, P&L, Cross-functional Team..., Strategic Financial..., Project Management, Internal Controls, Profit & Loss Management, Business Plan Evaluation, Mergers, Data Analysis, Corporate Finance, Insurance, SEC Filings
Education
Strome College of Business 2006 — 2009
MBA, Management
Strome College of Business 1999 — 2001
B.S., Finance and Economics
PRA Group (Nasdaq: PRAA) May 2014 - Present
APM Terminals 2013 - 2014
HomeChoice Partners 2012 - 2013
GEICO 2011 - 2012
DIVURGENT 2009 - 2011
American Funds 2007 - 2009
HSBC 2002 - 2007
Skills
Analysis, Change Management, Budgets, Performance Management, Project Planning, Process Improvement, Finance, Strategic Planning, Business Analysis, Financial Analysis, Business Process..., Leadership, Business Intelligence, Business Planning, Program Management, Six Sigma, Recruiting, Business Strategy, Driving Results, Operations Management, Risk Management, Strategy, Forecasting, Managerial Finance, Financial Modeling, Coaching, Negotiation, Financial Reporting, Black Belt, Gap Analysis, Management Consulting, Banking, Accounting, Income Statement, Essbase, P&L Management, P&L, Cross-functional Team..., Strategic Financial..., Project Management, Internal Controls, Profit & Loss Management, Business Plan Evaluation, Mergers, Data Analysis, Corporate Finance, Insurance, SEC Filings
Education
Strome College of Business 2006 — 2009
MBA, Management
Strome College of Business 1999 — 2001
B.S., Finance and Economics
Rosanne Oliver Rosanne Oliver's American Funds Experience June 1996 - January 2000
Job Marketing
Industry Marketing and Advertising
Experience
Women's Prayer International January 2015 - Present
Gethsemane Partners, LLC March 2009 - January 2015
USAA April 2004 - August 2007
Fixed Income Securities September 2002 - July 2003
Edward Jones 2000 - 2003
American Funds June 1996 - January 2000
Skills
Marketing Communications, Direct Marketing, Marketing, Sales, Integrated Marketing, Entrepreneurship, Social Media Marketing, Email Marketing, Advertising, Customer Service, Investments, CRM, Leadership, Market Planning, Management, Marketing Strategy, Public Speaking, Small Business, Social Media, Social Networking, Strategic Planning, Team Building
Education
The University of Texas at San Antonio 1993 — 1996
Business, Marketing
Women's Prayer International January 2015 - Present
Gethsemane Partners, LLC March 2009 - January 2015
USAA April 2004 - August 2007
Fixed Income Securities September 2002 - July 2003
Edward Jones 2000 - 2003
American Funds June 1996 - January 2000
Skills
Marketing Communications, Direct Marketing, Marketing, Sales, Integrated Marketing, Entrepreneurship, Social Media Marketing, Email Marketing, Advertising, Customer Service, Investments, CRM, Leadership, Market Planning, Management, Marketing Strategy, Public Speaking, Small Business, Social Media, Social Networking, Strategic Planning, Team Building
Education
The University of Texas at San Antonio 1993 — 1996
Business, Marketing
Jake Ruby's American Funds Experience November 2006 - February 2008
Job Financial Analyst II at BD
Industry Medical Devices
Experience
BD June 2015 - Present
BD February 2013 - June 2015
Advisors Asset Management, Inc. May 2011 - February 2013
Anytime Fitness August 2009 - April 2011
Northwestern Mutual Financial Network January 2009 - August 2009
American Funds November 2006 - February 2008
Skills
Series 7, Mutual Funds, Asset Allocation, Investments, Sales, Series 63, Strategic Planning, Financial Projection, Corporate Budgeting, Project Management, Asset Managment, Bonds, Investment Strategies, Retirement Planning, Wealth Management, Securities, Financial Advisory, Alternative Investments, Fixed Income, Portfolio Management, Strategic Financial..., Financial Services, Investment Advisory, Financial Modeling, Asset Management, Management, Finance, Leadership, Team Building, Retirement, Financial Planning
Education
The University of Texas at San Antonio 2014 — 2016
Master of Business Administration (M.B.A.), Finance, 4.0
The University of Texas at San Antonio 2002 — 2007
BBA, Finance
BD June 2015 - Present
BD February 2013 - June 2015
Advisors Asset Management, Inc. May 2011 - February 2013
Anytime Fitness August 2009 - April 2011
Northwestern Mutual Financial Network January 2009 - August 2009
American Funds November 2006 - February 2008
Skills
Series 7, Mutual Funds, Asset Allocation, Investments, Sales, Series 63, Strategic Planning, Financial Projection, Corporate Budgeting, Project Management, Asset Managment, Bonds, Investment Strategies, Retirement Planning, Wealth Management, Securities, Financial Advisory, Alternative Investments, Fixed Income, Portfolio Management, Strategic Financial..., Financial Services, Investment Advisory, Financial Modeling, Asset Management, Management, Finance, Leadership, Team Building, Retirement, Financial Planning
Education
The University of Texas at San Antonio 2014 — 2016
Master of Business Administration (M.B.A.), Finance, 4.0
The University of Texas at San Antonio 2002 — 2007
BBA, Finance
David Krakauer, CRPS® David Krakauer, CRPS®'s American Funds Experience 2007 - 2007
Job Financial Professional
Industry Financial Services
Experience
ADP 2012 - 2015
JPMorgan Chase & Co 2009 - 2012
Unishippers 2007 - 2009
American Funds 2007 - 2007
Skills
Strategic Planning, Team Building, Leadership, 401k, Investments, Problem Solving, Negotiation, Sales Management, Motivation, B2B, Retirement, Financial Advisory, Financial Services, Customer Retention, Banking, Strategy, Salesforce.com, Cold Calling, Customer Service, Sales, Management
Education
CFA Institute
December 2015 Level I Candidate of the CFA Program
State University of New York at Albany 2003 — 2007
Bachelor's Degree, Philosophy / Psychology
ADP 2012 - 2015
JPMorgan Chase & Co 2009 - 2012
Unishippers 2007 - 2009
American Funds 2007 - 2007
Skills
Strategic Planning, Team Building, Leadership, 401k, Investments, Problem Solving, Negotiation, Sales Management, Motivation, B2B, Retirement, Financial Advisory, Financial Services, Customer Retention, Banking, Strategy, Salesforce.com, Cold Calling, Customer Service, Sales, Management
Education
CFA Institute
December 2015 Level I Candidate of the CFA Program
State University of New York at Albany 2003 — 2007
Bachelor's Degree, Philosophy / Psychology
Curtis Gregory Curtis Gregory's American Funds Experience March 2014 - Present
Job Computer Technician / IT Service Desk Representative Senior at Kinetic Concepts / Geek Squad (Best Buy)
Industry Medical Devices
Experience
American Funds March 2014 - Present
Best Buy March 2002 - Present
Kinetic Concepts January 2013 - December 2013
USAA September 2009 - January 2013
AT&T December 2008 - August 2009
Alliance Berstein December 2005 - November 2008
Skills
Technical Support, Servers, Troubleshooting, Operating Systems, Hardware, VPN, Networking, Laptops, Computer Repair, Management, Information Technology, iPhone, Desktop Computers, Windows 7, Computer Hardware, Microsoft Office, Outlook, Flash Animation, Remedy Ticketing System, HP Service Manager, Photoshop, HTML, Active Directory, Mac OS, Technical Writing, Disaster Recovery, Graphic Design, VoIP, VMware Infrastructure, Network Administration, Avaya IP Telephony, Citrix, Java, Virus Removal, Computer Software..., Computer Maintenance, Computer Animation, Computer Proficiency, Maintenance & Repair
Education
The University of Texas 1996 — 2001
Bachelor of Science, Computer Animation (Radio, Television, & Film)
The University of Texas at Austin 1996 — 2001
Bachelor of Science (BS), Computer Animation (Radio, Television, and Film)
American Funds March 2014 - Present
Best Buy March 2002 - Present
Kinetic Concepts January 2013 - December 2013
USAA September 2009 - January 2013
AT&T December 2008 - August 2009
Alliance Berstein December 2005 - November 2008
Skills
Technical Support, Servers, Troubleshooting, Operating Systems, Hardware, VPN, Networking, Laptops, Computer Repair, Management, Information Technology, iPhone, Desktop Computers, Windows 7, Computer Hardware, Microsoft Office, Outlook, Flash Animation, Remedy Ticketing System, HP Service Manager, Photoshop, HTML, Active Directory, Mac OS, Technical Writing, Disaster Recovery, Graphic Design, VoIP, VMware Infrastructure, Network Administration, Avaya IP Telephony, Citrix, Java, Virus Removal, Computer Software..., Computer Maintenance, Computer Animation, Computer Proficiency, Maintenance & Repair
Education
The University of Texas 1996 — 2001
Bachelor of Science, Computer Animation (Radio, Television, & Film)
The University of Texas at Austin 1996 — 2001
Bachelor of Science (BS), Computer Animation (Radio, Television, and Film)
Karen Sievers Karen Sievers's American Funds Experience June 2015 - Present
Job Sales Support Coordinator at American Funds
Industry Banking
Experience
American Funds June 2015 - Present
Citi January 2012 - April 2014
Xtreme Clean Restoration & Carpet Care August 2010 - January 2012
Citi December 2005 - August 2010
Citi October 1997 - December 2005
Skills
Banking, Sales, Management, Credit, Customer Service, Financial Services, Sales Management, Leadership, Loan Origination, Team Building, Mortgage Lending, Strategic Planning, Training, Residential Mortgages, Insurance, Cross Selling, Finance, Microsoft Office, PowerPoint, Project Management, Call Centers, Coaching, Customer Satisfaction, Project Coordination, First Time Home Buyers, VA Loans, FHA Financing, Loans, Home Equity Loans, Home Equity Lines of..., Construction Loans, Quality Assurance, Teamwork, Telecommunications, Microsoft Excel, Microsoft Word, Event Planning, Social Media, Employee Training, IICRC Certified, Water Damage Restoration, Accounts Payable &..., Payroll
Education
The University of Texas at San Antonio 1994 — 1997
Bachelor of Arts (BA), Psychology & Criminal Justice
Del Rio High School 1990 — 1993
American Funds June 2015 - Present
Citi January 2012 - April 2014
Xtreme Clean Restoration & Carpet Care August 2010 - January 2012
Citi December 2005 - August 2010
Citi October 1997 - December 2005
Skills
Banking, Sales, Management, Credit, Customer Service, Financial Services, Sales Management, Leadership, Loan Origination, Team Building, Mortgage Lending, Strategic Planning, Training, Residential Mortgages, Insurance, Cross Selling, Finance, Microsoft Office, PowerPoint, Project Management, Call Centers, Coaching, Customer Satisfaction, Project Coordination, First Time Home Buyers, VA Loans, FHA Financing, Loans, Home Equity Loans, Home Equity Lines of..., Construction Loans, Quality Assurance, Teamwork, Telecommunications, Microsoft Excel, Microsoft Word, Event Planning, Social Media, Employee Training, IICRC Certified, Water Damage Restoration, Accounts Payable &..., Payroll
Education
The University of Texas at San Antonio 1994 — 1997
Bachelor of Arts (BA), Psychology & Criminal Justice
Del Rio High School 1990 — 1993
Shelley Sawyer's American Funds Experience June 2004 - August 2007
Job * Bricks 4 Kidz
Industry Publishing
Experience
Bricks 4 Kidz July 2015 - Present
Growing Up in the Valley August 2014 - June 2015
American Funds June 2004 - August 2007
Skills
Customer Service, Event Planning, Management, Marketing, Social Media, Advertising, Sales, Marketing Communications, Leadership, Social Networking, Social Media Marketing, Training
Education
Tidewater Community College 2001 — 2003
Associate's degree, Early Childhood Education and Teaching
Tidewater Community College 2000 — 2003
Bachelor of Applied Science (B.A.Sc.), Early Childhood Education and Teaching
Bricks 4 Kidz July 2015 - Present
Growing Up in the Valley August 2014 - June 2015
American Funds June 2004 - August 2007
Skills
Customer Service, Event Planning, Management, Marketing, Social Media, Advertising, Sales, Marketing Communications, Leadership, Social Networking, Social Media Marketing, Training
Education
Tidewater Community College 2001 — 2003
Associate's degree, Early Childhood Education and Teaching
Tidewater Community College 2000 — 2003
Bachelor of Applied Science (B.A.Sc.), Early Childhood Education and Teaching
Steve Elder, CRC® Steve Elder, CRC®'s American Funds Experience 1992 - 1997
Job Regional Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management March 2015 - Present
Pacific Life December 2002 - February 2015
The Guardian Life Insurance Company of America 2001 - 2002
Federated Investors 1997 - 2001
American Funds 1992 - 1997
Skills
401(k), 403(b), Advanced Sales, Annuities, Asset Allocation, Business Building, Business Development, Business Planning, Coaching, Consultative Sales, Family Protection, Financial Products, Financial Services, Fixed Annuities, Income Planning, Indexed Annuities, Individual(k), Industry Training, IRAs, Long-Term Care, Mutual Funds, Practice Management, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, Roth IRA, Sales, Sales & Marketing, Sales Support, Seminars, SEP IRA, Series 6, Series 63, Series 7, SIMPLE IRA, Social Security, Strategic Planning, Training, Variable Annuities
Education
The University of Texas at Austin 1987 — 1991
Bachelor's Degree, Management & Marketing
Thornburg Investment Management March 2015 - Present
Pacific Life December 2002 - February 2015
The Guardian Life Insurance Company of America 2001 - 2002
Federated Investors 1997 - 2001
American Funds 1992 - 1997
Skills
401(k), 403(b), Advanced Sales, Annuities, Asset Allocation, Business Building, Business Development, Business Planning, Coaching, Consultative Sales, Family Protection, Financial Products, Financial Services, Fixed Annuities, Income Planning, Indexed Annuities, Individual(k), Industry Training, IRAs, Long-Term Care, Mutual Funds, Practice Management, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, Roth IRA, Sales, Sales & Marketing, Sales Support, Seminars, SEP IRA, Series 6, Series 63, Series 7, SIMPLE IRA, Social Security, Strategic Planning, Training, Variable Annuities
Education
The University of Texas at Austin 1987 — 1991
Bachelor's Degree, Management & Marketing
Monica Valadez Monica Valadez's American Funds Experience August 1991 - October 2004
Job Realtor, Century 21 Scott Myers Realtors
Industry Real Estate
Experience
Century 21 Scott Myers May 2015 - Present
Consuro Managed Technology April 2011 - September 2012
American Funds August 1991 - October 2004
Skills
Sales, Customer Service, Account Management, Contract Negotiation, Leadership, Management, Marketing, New Business Development, Strategic Planning, Team Building, Negotiation
Education
The University of Texas at San Antonio 1986 — 1991
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Champions School of Real Estate
Century 21 Scott Myers May 2015 - Present
Consuro Managed Technology April 2011 - September 2012
American Funds August 1991 - October 2004
Skills
Sales, Customer Service, Account Management, Contract Negotiation, Leadership, Management, Marketing, New Business Development, Strategic Planning, Team Building, Negotiation
Education
The University of Texas at San Antonio 1986 — 1991
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Champions School of Real Estate
Theresa Ann Vega Theresa Ann Vega's American Funds Experience January 2011 - Present
Job .
Industry Financial Services
Experience
American Funds January 2011 - Present
Education
University of the Incarnate Word 2010 — 2012
Master of Business Administration (MBA), Marketing
The University of Texas at San Antonio 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
American Funds January 2011 - Present
Education
University of the Incarnate Word 2010 — 2012
Master of Business Administration (MBA), Marketing
The University of Texas at San Antonio 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Shane Camp Shane Camp's American Funds Experience November 2009 - Present
Job Senior Risk Management and Control Representative at American Funds
Industry Financial Services
Experience
American Funds November 2009 - Present
American Funds May 2008 - November 2009
American Funds October 2007 - May 2008
American Funds May 2006 - October 2007
Skills
Risk Management, Mutual Funds, Financial Services, Finance, Tax Reporting, Anti Money Laundering, CIP, OFAC, FinCEN, Fraud, Auditing, Due Diligence, Internal Controls, Customer Service, Asset Management, Relationship Management, Microsoft Excel, Business Analysis, Leadership, Process Improvement, Investments, Microsoft Office
Education
The University of Findlay 2002 — 2005
Bachelor's degree, Criminal Justice and Corrections
Brophy College Preparatory 1998 — 2002
High School
American Funds November 2009 - Present
American Funds May 2008 - November 2009
American Funds October 2007 - May 2008
American Funds May 2006 - October 2007
Skills
Risk Management, Mutual Funds, Financial Services, Finance, Tax Reporting, Anti Money Laundering, CIP, OFAC, FinCEN, Fraud, Auditing, Due Diligence, Internal Controls, Customer Service, Asset Management, Relationship Management, Microsoft Excel, Business Analysis, Leadership, Process Improvement, Investments, Microsoft Office
Education
The University of Findlay 2002 — 2005
Bachelor's degree, Criminal Justice and Corrections
Brophy College Preparatory 1998 — 2002
High School
Shannon Wills Shannon Wills's American Funds Experience August 2005 - October 2010
Job Search Engine Evaluator at Leapforce
Industry Internet
Experience
Leapforce January 2014 - Present
Yodle September 2011 - May 2014
ProfitFuel October 2010 - September 2011
American Funds August 2005 - October 2010
Skills
Customer Service, Customer Satisfaction, Customer Retention, Account Management, Accounts Receivable, Billing Process, Client Billing, Billing Services, Collections, Collecting, Social Media, Social Networking, Social Marketing, Online Advertising, B to C, Facebook, Employee Training, Knowledge Management, Customer Liason, Gmail, Small Business Online..., Negotiation, Contract Negotiation, Mediation, Billing Mediation, Twitter, Consulting, Internal Communications, Internal & External..., Peer-to-peer, Peer Mentoring, Telecommunications
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Arts (BA), Psychology
Leapforce January 2014 - Present
Yodle September 2011 - May 2014
ProfitFuel October 2010 - September 2011
American Funds August 2005 - October 2010
Skills
Customer Service, Customer Satisfaction, Customer Retention, Account Management, Accounts Receivable, Billing Process, Client Billing, Billing Services, Collections, Collecting, Social Media, Social Networking, Social Marketing, Online Advertising, B to C, Facebook, Employee Training, Knowledge Management, Customer Liason, Gmail, Small Business Online..., Negotiation, Contract Negotiation, Mediation, Billing Mediation, Twitter, Consulting, Internal Communications, Internal & External..., Peer-to-peer, Peer Mentoring, Telecommunications
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Arts (BA), Psychology
Jennifer Pruski's American Funds Experience April 2011 - March 2012
Job OnCall Branch Office Administrator
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Pruski Residence March 2012 - December 2014
American Funds April 2011 - March 2012
American Funds July 2005 - April 2011
Tan Biz LLC DBA LUXE Tanning January 2001 - July 2005
Skills
Sales Management, Salesforce.com, Expenses, Travel Arrangements, Event Planning, Meeting Scheduling, Customer Retention, Conflict Resolution, Workshop Facilitation, Workshop Development, Business Correspondence, Handle Multiple..., Work Under Minimal..., High degree of..., Employee Training, Presentation Skills, Team Leadership, Sales, Customer Service
Education
The University of Texas at San Antonio 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sandra Day O'Connor High School 1998 — 2000
High School, General Studies
Edward Jones January 2015 - Present
Pruski Residence March 2012 - December 2014
American Funds April 2011 - March 2012
American Funds July 2005 - April 2011
Tan Biz LLC DBA LUXE Tanning January 2001 - July 2005
Skills
Sales Management, Salesforce.com, Expenses, Travel Arrangements, Event Planning, Meeting Scheduling, Customer Retention, Conflict Resolution, Workshop Facilitation, Workshop Development, Business Correspondence, Handle Multiple..., Work Under Minimal..., High degree of..., Employee Training, Presentation Skills, Team Leadership, Sales, Customer Service
Education
The University of Texas at San Antonio 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sandra Day O'Connor High School 1998 — 2000
High School, General Studies
Jennifer Singleton Jennifer Singleton's American Funds Experience October 2005 - Present
Job Senior Manager at American Funds
Industry Investment Management
Experience
American Funds October 2005 - Present
American Funds May 1998 - September 2005
PacifiCare Health Systems May 1994 - May 1998
Skills
Development Of Employees, Performance Management, Process Improvement, Business Process..., Team Building, Virtual Teams, Challenge Driven, Tactical Planning, Quality Driven, Administration, Finance, 401k, Human Resources, Recruiting, Mutual Funds, Accounting, Business Analysis, Risk Management, Financial Analysis, Leadership, Asset Management
Education
The University of Texas at San Antonio 1992 — 1994
Bachelor of Arts (B.A.), Political Science and History
University of Texas at Brownsville 1990 — 1992
American Funds October 2005 - Present
American Funds May 1998 - September 2005
PacifiCare Health Systems May 1994 - May 1998
Skills
Development Of Employees, Performance Management, Process Improvement, Business Process..., Team Building, Virtual Teams, Challenge Driven, Tactical Planning, Quality Driven, Administration, Finance, 401k, Human Resources, Recruiting, Mutual Funds, Accounting, Business Analysis, Risk Management, Financial Analysis, Leadership, Asset Management
Education
The University of Texas at San Antonio 1992 — 1994
Bachelor of Arts (B.A.), Political Science and History
University of Texas at Brownsville 1990 — 1992
Darlene Benedetti Darlene Benedetti's American Funds Experience March 2001 - June 2005
Job Counter Manager at Bond No. 9 Fragrances @ SAKS
Industry Retail
Experience
Bond No. 9 Fragrances @ SAKS June 2008 - Present
Dillards April 2007 - June 2008
American Funds March 2001 - June 2005
Skills
Merchandising, Retail, Visual Merchandising, Customer Service, Fashion, Retail Sales, Inventory Management, Sales, Customer Satisfaction
Education
Texas State University-San Marcos
Bond No. 9 Fragrances @ SAKS June 2008 - Present
Dillards April 2007 - June 2008
American Funds March 2001 - June 2005
Skills
Merchandising, Retail, Visual Merchandising, Customer Service, Fashion, Retail Sales, Inventory Management, Sales, Customer Satisfaction
Education
Texas State University-San Marcos
Bertram Hruska Bertram Hruska's American Funds Experience July 2005 - September 2006
Job Business Systems Operations Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein April 2013 - Present
AllianceBernstein March 2011 - April 2013
AllianceBernstein October 2008 - March 2011
AllianceBernstein September 2006 - October 2008
American Funds July 2005 - September 2006
American Funds November 2003 - July 2005
Skills
Mutual Funds, Investments, Management, Securities, Risk Management, Business Analysis, Process Improvement, Data Analysis, Microsoft Excel, Access, Project Management, Visio, Outlook, Microsoft Office, Analysis, Leadership
Education
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Psychology Major (Business Minor), GPA 3.253/4.0
Grapevine High School 1995 — 1999
AllianceBernstein April 2013 - Present
AllianceBernstein March 2011 - April 2013
AllianceBernstein October 2008 - March 2011
AllianceBernstein September 2006 - October 2008
American Funds July 2005 - September 2006
American Funds November 2003 - July 2005
Skills
Mutual Funds, Investments, Management, Securities, Risk Management, Business Analysis, Process Improvement, Data Analysis, Microsoft Excel, Access, Project Management, Visio, Outlook, Microsoft Office, Analysis, Leadership
Education
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Psychology Major (Business Minor), GPA 3.253/4.0
Grapevine High School 1995 — 1999
joanne Wandless joanne Wandless's American Funds Experience January 2005 - Present
Job Experienced Customer Service Specialist
Industry Financial Services
Experience
American Funds January 2005 - Present
Travelocity October 2000 - December 2004
Mad Dogs British Pub July 1995 - October 1999
Skills
Client Services, Customer Service, PowerPoint
Education
University of Brighton 1994 — 1995
Management & Tourism
Barton Peveril College 1992 — 1994
A Levels, English, History & Politics
American Funds January 2005 - Present
Travelocity October 2000 - December 2004
Mad Dogs British Pub July 1995 - October 1999
Skills
Client Services, Customer Service, PowerPoint
Education
University of Brighton 1994 — 1995
Management & Tourism
Barton Peveril College 1992 — 1994
A Levels, English, History & Politics
Cody Callaway Cody Callaway's American Funds Experience July 1998 - September 2005
Job Financial Advisor
Industry Financial Services
Experience
Licensed Financial Advisor August 2009 - Present
Franklin Templeton Investments October 2005 - January 2008
American Funds July 1998 - September 2005
Education
Texas A&M University 1991 — 1993
Master's degree
Texas A&M University 1989 — 1991
Bachelor's degree
Licensed Financial Advisor August 2009 - Present
Franklin Templeton Investments October 2005 - January 2008
American Funds July 1998 - September 2005
Education
Texas A&M University 1991 — 1993
Master's degree
Texas A&M University 1989 — 1991
Bachelor's degree
Matt Craine Matt Craine's American Funds Experience October 2006 - October 2010
Job Sales Professional at National General Insurance
Industry Financial Services
Experience
National General Insurance March 2012 - Present
New York Life Insurance Comapny June 2011 - November 2011
American Funds October 2006 - October 2010
Lapis Business Solutions June 2004 - June 2006
Jimmy John's Gourmet Sandwiches September 2001 - May 2004
Progressive Insurance April 1998 - July 2001
Skills
Sales, Customer Service, Customer Satisfaction, Customer Experience, Project Management, Research, Market Research, Report Writing, Analysis, Mutual Funds, Retirement Savings, Property & Casualty..., Management, Insurance, Time Management, Investments
Education
The Ohio State University 2001 — 2004
BA, History
National General Insurance March 2012 - Present
New York Life Insurance Comapny June 2011 - November 2011
American Funds October 2006 - October 2010
Lapis Business Solutions June 2004 - June 2006
Jimmy John's Gourmet Sandwiches September 2001 - May 2004
Progressive Insurance April 1998 - July 2001
Skills
Sales, Customer Service, Customer Satisfaction, Customer Experience, Project Management, Research, Market Research, Report Writing, Analysis, Mutual Funds, Retirement Savings, Property & Casualty..., Management, Insurance, Time Management, Investments
Education
The Ohio State University 2001 — 2004
BA, History
Nicole Brewington, MBA Nicole Brewington, MBA's American Funds Experience January 2008 - August 2009
Job Business Improvement Senior Consultant and Chief of Staff at Anthem
Industry Hospital & Health Care
Experience
Anthem December 2013 - Present
Anthem July 2012 - December 2013
Capital Group August 2009 - June 2012
American Funds January 2008 - August 2009
Skills
Microsoft Excel, MS Project, Visio, SharePoint, Lotus Notes, Outlook, PowerPoint, Mutual Funds, Project Management, Process Improvement, Managed Care, Business Analysis, Leadership Development, Leadership, Data Analysis, Training, Healthcare, Access, Program Management, Budgets, Business Development, Business Process...
Education
Old Dominion University - College of Business and Public Administration 2009 — 2011
Master of Business Administration (M.B.A.)
UNC Chapel Hill 2004 — 2007
Bachelor of Arts (B.A.), Public Relations
Anthem December 2013 - Present
Anthem July 2012 - December 2013
Capital Group August 2009 - June 2012
American Funds January 2008 - August 2009
Skills
Microsoft Excel, MS Project, Visio, SharePoint, Lotus Notes, Outlook, PowerPoint, Mutual Funds, Project Management, Process Improvement, Managed Care, Business Analysis, Leadership Development, Leadership, Data Analysis, Training, Healthcare, Access, Program Management, Budgets, Business Development, Business Process...
Education
Old Dominion University - College of Business and Public Administration 2009 — 2011
Master of Business Administration (M.B.A.)
UNC Chapel Hill 2004 — 2007
Bachelor of Arts (B.A.), Public Relations
Kostas Luecker's American Funds Experience January 2014 - May 2015
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2015 - Present
American Funds January 2014 - May 2015
Protective Life December 2010 - October 2013
Hartford January 2007 - January 2011
IBM October 2002 - December 2005
Education
The University of Texas at Arlington 1997 — 2003
International Business, International Business
UBS Wealth Management August 2015 - Present
American Funds January 2014 - May 2015
Protective Life December 2010 - October 2013
Hartford January 2007 - January 2011
IBM October 2002 - December 2005
Education
The University of Texas at Arlington 1997 — 2003
International Business, International Business
Cindi Flores's American Funds Experience September 2003 - April 2005
Job Talent Sourcer, Microsoft
Industry Staffing and Recruiting
Experience
Microsoft June 2014 - Present
LinkedIn November 2013 - June 2014
Microsoft July 2005 - November 2013
American Funds September 2003 - April 2005
(self employed) 2002 - 2005
KPMG, LLP 2001 - 2002
(self employed) 1999 - 2001
KPMG, LLP 1997 - 1999
Skills
Recruiting, Sourcing, Human Resources, Management, Temporary Placement, Applicant Tracking..., Talent Acquisition, Marketing, Internet Recruiting, Technical Recruiting, Employee Benefits
Education
The University of Texas at Austin
Microsoft June 2014 - Present
LinkedIn November 2013 - June 2014
Microsoft July 2005 - November 2013
American Funds September 2003 - April 2005
(self employed) 2002 - 2005
KPMG, LLP 2001 - 2002
(self employed) 1999 - 2001
KPMG, LLP 1997 - 1999
Skills
Recruiting, Sourcing, Human Resources, Management, Temporary Placement, Applicant Tracking..., Talent Acquisition, Marketing, Internet Recruiting, Technical Recruiting, Employee Benefits
Education
The University of Texas at Austin
Fil Del Real's American Funds Experience May 2000 - November 2002
Job IT Client Servicing
Industry Information Technology and Services
Experience
LA County September 2014 - Present
Wilshire Associates Inc. March 2007 - December 2008
Bank of the West November 2002 - August 2005
American Funds May 2000 - November 2002
Skills
Investments, Analytics, Financial Services, SQL, Asset Management, Financial Analysis
Education
University of California, Berkeley 1995 — 1999
BA, Economics
LA County September 2014 - Present
Wilshire Associates Inc. March 2007 - December 2008
Bank of the West November 2002 - August 2005
American Funds May 2000 - November 2002
Skills
Investments, Analytics, Financial Services, SQL, Asset Management, Financial Analysis
Education
University of California, Berkeley 1995 — 1999
BA, Economics
Abdullah Bushnaq's American Funds Experience 2007 - February 2008
Job Principal Consultant at Bosch Software Innovations
Industry Information Technology and Services
Experience
Bosch Software Innovations September 2013 - Present
Bosch Software Innovations Corp. June 2012 - August 2013
Red Hat February 2011 - May 2012
Walgreens April 2009 - February 2011
TomoTherapy February 2008 - November 2008
American Funds 2007 - February 2008
Hewitt Associates 1998 - 2007
Education
Webster Universy 1999 — 2006
M.A., Computer Resources and Information Management
The College of Wooster 1994 — 1998
B.A., Computer Science
Bosch Software Innovations September 2013 - Present
Bosch Software Innovations Corp. June 2012 - August 2013
Red Hat February 2011 - May 2012
Walgreens April 2009 - February 2011
TomoTherapy February 2008 - November 2008
American Funds 2007 - February 2008
Hewitt Associates 1998 - 2007
Education
Webster Universy 1999 — 2006
M.A., Computer Resources and Information Management
The College of Wooster 1994 — 1998
B.A., Computer Science
Adam Vilfordi's American Funds Experience October 2011 - Present
Job Internal Wholesaler at American Funds
Industry Financial Services
Experience
American Funds October 2011 - Present
Staff Care March 2006 - September 2011
Education
Texas Christian University 1997 — 2000
American Funds October 2011 - Present
Staff Care March 2006 - September 2011
Education
Texas Christian University 1997 — 2000
Michelle Komatsu's American Funds Experience July 2009 - June 2015
Job Business Systems Resource at American Funds
Industry Financial Services
Experience
American Funds July 2009 - June 2015
American Funds February 2010 - October 2012
American Funds March 2008 - July 2009
American Funds July 2006 - March 2008
PacWest Financial Management Inc December 2003 - July 2006
Skills
Customer Service, Leadership, Training, Microsoft Office, Financial Services, PowerPoint, Management, Microsoft Excel, Project Management, Mutual Funds, Sales, Data Analysis, Research, Analysis, Marketing, Microsoft Word, Public Speaking, Process Improvement, Nonprofits, Software Documentation, Market Research, Access, Analytical Skills, Presentations, TA2000, Event Management, Client Relations, Quality Assurance, Peer Reviews, Interpreting Data, User Training, System Implementations
Education
University of Arizona, Eller College of Management 1998 — 2003
B.S., Finance and Business Economics
American Funds July 2009 - June 2015
American Funds February 2010 - October 2012
American Funds March 2008 - July 2009
American Funds July 2006 - March 2008
PacWest Financial Management Inc December 2003 - July 2006
Skills
Customer Service, Leadership, Training, Microsoft Office, Financial Services, PowerPoint, Management, Microsoft Excel, Project Management, Mutual Funds, Sales, Data Analysis, Research, Analysis, Marketing, Microsoft Word, Public Speaking, Process Improvement, Nonprofits, Software Documentation, Market Research, Access, Analytical Skills, Presentations, TA2000, Event Management, Client Relations, Quality Assurance, Peer Reviews, Interpreting Data, User Training, System Implementations
Education
University of Arizona, Eller College of Management 1998 — 2003
B.S., Finance and Business Economics
Graciela Berkovich's American Funds Experience October 2011 - Present
Job Business Processes Manager at American Funds
Industry Financial Services
Experience
American Funds October 2011 - Present
American Funds April 2008 - October 2011
American Funds Distributors, Inc. September 2007 - April 2008
Women's Action to Gain Economic Security October 2004 - June 2006
Women's Action to Gain Economic Security July 2003 - September 2004
East Bay Housing Organizations (EBHO) October 2002 - June 2003
Skills
Microsoft Excel, Mutual Funds, Social Entrepreneurship, Budget Forecasts, Project Management, Business Strategy, Start-ups, Small Business, Dreamweaver, Visio, Training, QuickBooks, Customer Service, Sales Operations
Education
University of California, Berkeley 1990 — 1995
Bachelor of Arts (BA), Comparative Ethnic Studies
American Funds October 2011 - Present
American Funds April 2008 - October 2011
American Funds Distributors, Inc. September 2007 - April 2008
Women's Action to Gain Economic Security October 2004 - June 2006
Women's Action to Gain Economic Security July 2003 - September 2004
East Bay Housing Organizations (EBHO) October 2002 - June 2003
Skills
Microsoft Excel, Mutual Funds, Social Entrepreneurship, Budget Forecasts, Project Management, Business Strategy, Start-ups, Small Business, Dreamweaver, Visio, Training, QuickBooks, Customer Service, Sales Operations
Education
University of California, Berkeley 1990 — 1995
Bachelor of Arts (BA), Comparative Ethnic Studies
Vernon Robertson's American Funds Experience January 1991 - July 1998
Job Systems Administrator Specialty Coating Systems, Inc
Industry Information Technology and Services
Experience
F.A. Wilhelm Construction Company September 2015 - Present
Specialty Coating Systems, Inc. February 2012 - Present
F.A. Wilhelm Construction Company 2015 - 2015
Ryder December 2008 - January 2012
HSI,inc October 2008 - October 2009
Eli Lilly and Company August 1999 - July 2007
American Funds January 1991 - July 1998
Skills
Windows Server, Microsoft Exchange, Software Development, Vendor Management, Microsoft SQL Server, Cisco Technologies, XenServer 5.X 6.X, Virtualization, Storage (Dell Equalogic...
Education
Texas A&M University 1982 — 1987
Mac Arthur High School San Antonio
F.A. Wilhelm Construction Company September 2015 - Present
Specialty Coating Systems, Inc. February 2012 - Present
F.A. Wilhelm Construction Company 2015 - 2015
Ryder December 2008 - January 2012
HSI,inc October 2008 - October 2009
Eli Lilly and Company August 1999 - July 2007
American Funds January 1991 - July 1998
Skills
Windows Server, Microsoft Exchange, Software Development, Vendor Management, Microsoft SQL Server, Cisco Technologies, XenServer 5.X 6.X, Virtualization, Storage (Dell Equalogic...
Education
Texas A&M University 1982 — 1987
Mac Arthur High School San Antonio
Peter Curtiss, MBA's American Funds Experience April 1993 - April 1997
Job Director, Digital Marketing at USAA
Industry Financial Services
Experience
USAA December 2004 - Present
USAA August 1999 - December 2004
USAA April 1997 - July 1999
American Funds April 1993 - April 1997
Skills
Web Analytics, Cross-selling, Epiphany, Personalization, Interactive Advertising, Affiliate Marketing, SEO, SEM, Social Media, Mobile Marketing, Landing Page..., Budgeting/Forecasting..., Leads Generation, Website Merchandizing, E-commerce, Conversion Optimization, Digital Strategy, Behavioral Targeting, Multivariate Testing, Product Development, Interactive Strategy, A/B testing, Digital Marketing, Interactive Marketing, Customer Acquisition, Lead Generation, Online Marketing, Cross Selling, Leadership, Web Marketing, Management, Multi-channel Marketing, Direct Marketing, Analytics, Marketing, PPC, Email Marketing, Segmentation, Strategy, Database Marketing, Omniture, Integrated Marketing
Education
University of the Incarnate Word 1993 — 1997
MBA
The University of Texas at San Antonio 1986 — 1993
Bachelor of Science, Kinesiology
USAA December 2004 - Present
USAA August 1999 - December 2004
USAA April 1997 - July 1999
American Funds April 1993 - April 1997
Skills
Web Analytics, Cross-selling, Epiphany, Personalization, Interactive Advertising, Affiliate Marketing, SEO, SEM, Social Media, Mobile Marketing, Landing Page..., Budgeting/Forecasting..., Leads Generation, Website Merchandizing, E-commerce, Conversion Optimization, Digital Strategy, Behavioral Targeting, Multivariate Testing, Product Development, Interactive Strategy, A/B testing, Digital Marketing, Interactive Marketing, Customer Acquisition, Lead Generation, Online Marketing, Cross Selling, Leadership, Web Marketing, Management, Multi-channel Marketing, Direct Marketing, Analytics, Marketing, PPC, Email Marketing, Segmentation, Strategy, Database Marketing, Omniture, Integrated Marketing
Education
University of the Incarnate Word 1993 — 1997
MBA
The University of Texas at San Antonio 1986 — 1993
Bachelor of Science, Kinesiology
Danae Quijano's American Funds Experience May 1996 - July 1999
Job ConsultantExecutive Compensatio at AT&T
Industry Human Resources
Experience
AT&T May 2008 - Present
AT&T Inc. March 2007 - May 2008
AT&T Inc. August 2004 - March 2007
AT&T Inc. January 2004 - August 2004
AT&T Inc. April 2002 - January 2004
AT&T Inc. August 1999 - April 2002
American Funds May 1996 - July 1999
American Funds May 1996 - December 1997
Education
The University of Texas at San Antonio 1991 — 1996
BBA, Mangement Science
AT&T May 2008 - Present
AT&T Inc. March 2007 - May 2008
AT&T Inc. August 2004 - March 2007
AT&T Inc. January 2004 - August 2004
AT&T Inc. April 2002 - January 2004
AT&T Inc. August 1999 - April 2002
American Funds May 1996 - July 1999
American Funds May 1996 - December 1997
Education
The University of Texas at San Antonio 1991 — 1996
BBA, Mangement Science
Cathy Pover's American Funds Experience April 2012 - Present
Job VP/Director American Funds Technology Support Group at American Funds
Industry Investment Management
Experience
American Funds April 2012 - Present
Capital Group/American Funds Svce Co March 2007 - March 2012
Capital Group/American Funds 1996 - 2007
Skills
Vendor Management, Business Analysis, Risk Management, SDLC, Mutual Funds, Employee Relations, Leadership, Process Improvement, Team Leadership, Customer Service, Information Security, Operations Management, Vendor Relationships, Help Desk Support, Outage Management, Vendor Contracts, Coaching, Business Planning, Continuous Improvement, Training Management
Education
The University of Texas at San Antonio 1983 — 1988
Business
American Funds April 2012 - Present
Capital Group/American Funds Svce Co March 2007 - March 2012
Capital Group/American Funds 1996 - 2007
Skills
Vendor Management, Business Analysis, Risk Management, SDLC, Mutual Funds, Employee Relations, Leadership, Process Improvement, Team Leadership, Customer Service, Information Security, Operations Management, Vendor Relationships, Help Desk Support, Outage Management, Vendor Contracts, Coaching, Business Planning, Continuous Improvement, Training Management
Education
The University of Texas at San Antonio 1983 — 1988
Business
Pamela Genske's American Funds Experience October 1992 - October 1997
Job Director of Talent Management at Sunquest Information Systems
Industry Human Resources
Experience
Sunquest Information Systems March 2015 - Present
Agero, Inc. April 2013 - March 2015
Prudential Financial April 2011 - April 2013
Blue Cross & Blue Shield of Rhode Island February 2006 - April 2011
Rogers Corporation May 2005 - February 2006
Stop and Shop Supermarket Company July 2002 - March 2005
Ahold Information Services July 2002 - July 2004
Chubb Group of Insurance Companies May 1999 - March 2002
Avis Rent a Car October 1997 - May 1999
American Funds October 1992 - October 1997
Skills
Team Management, Succession Planning, Employee Relations, Recruitment/Retention, Leadership Development, Diversity, Staff Planning, Change Management, Coaching, Call Center Development, Instructional Design, Organizational..., Performance Management, Talent Acquisition, Talent Assessment, Management Development, Organizational Design, Compensation, Employee Engagement, Talent Management, Administration, Customer Relations, Employee Benefits, System Administration, Performance Appraisal, FMLA, Deferred Compensation, Process Improvement, Employee Training, Career Development, Labor Relations, Employer Branding, PeopleSoft, HR Consulting, Customer Service, Temporary Placement, Executive Coaching, Technical Recruiting, Organizational..., HR Policies, Vendor Management, Benefits Administration, Plannning, Workforce Planning, Onboarding, Team Building, Leadership, Training, HRIS, Mentoring
Education
Troy University 2004 — 2005
M.S., Human Resources Management, 4.0
Virginia Wesleyan College 1992 — 1996
BA, Management, 3.45 GPA
Tidewater Community College 1988 — 1992
Associate of Science (A.S.), General Studies
Green Run High School - Virginia Beach, VA 1985 — 1988
Advanced Studies Diploma, General Studies
Sunquest Information Systems March 2015 - Present
Agero, Inc. April 2013 - March 2015
Prudential Financial April 2011 - April 2013
Blue Cross & Blue Shield of Rhode Island February 2006 - April 2011
Rogers Corporation May 2005 - February 2006
Stop and Shop Supermarket Company July 2002 - March 2005
Ahold Information Services July 2002 - July 2004
Chubb Group of Insurance Companies May 1999 - March 2002
Avis Rent a Car October 1997 - May 1999
American Funds October 1992 - October 1997
Skills
Team Management, Succession Planning, Employee Relations, Recruitment/Retention, Leadership Development, Diversity, Staff Planning, Change Management, Coaching, Call Center Development, Instructional Design, Organizational..., Performance Management, Talent Acquisition, Talent Assessment, Management Development, Organizational Design, Compensation, Employee Engagement, Talent Management, Administration, Customer Relations, Employee Benefits, System Administration, Performance Appraisal, FMLA, Deferred Compensation, Process Improvement, Employee Training, Career Development, Labor Relations, Employer Branding, PeopleSoft, HR Consulting, Customer Service, Temporary Placement, Executive Coaching, Technical Recruiting, Organizational..., HR Policies, Vendor Management, Benefits Administration, Plannning, Workforce Planning, Onboarding, Team Building, Leadership, Training, HRIS, Mentoring
Education
Troy University 2004 — 2005
M.S., Human Resources Management, 4.0
Virginia Wesleyan College 1992 — 1996
BA, Management, 3.45 GPA
Tidewater Community College 1988 — 1992
Associate of Science (A.S.), General Studies
Green Run High School - Virginia Beach, VA 1985 — 1988
Advanced Studies Diploma, General Studies
David Jordt's American Funds Experience January 2010 - Present
Job Wholesaler at American Funds
Industry Financial Services
Experience
American Funds January 2010 - Present
American Funds January 2006 - December 2009
Education
Texas A&M University-Commerce 1990 — 1993
Bachelor of Science (B.S.), Secondary Education and Teaching
North Lamar High School
American Funds January 2010 - Present
American Funds January 2006 - December 2009
Education
Texas A&M University-Commerce 1990 — 1993
Bachelor of Science (B.S.), Secondary Education and Teaching
North Lamar High School
Damian Carroll's American Funds Experience June 2001 - April 2012
Job Senior Vice President at Capital Group
Industry Financial Services
Experience
Capital Group June 2001 - Present
American Funds June 2001 - April 2012
American Funds 2001 - 2010
Education
The Ohio State University Fisher College of Business 1985 — 1987
Capital Group June 2001 - Present
American Funds June 2001 - April 2012
American Funds 2001 - 2010
Education
The Ohio State University Fisher College of Business 1985 — 1987
Linda Wong's American Funds Experience March 1998 - March 2004
Job Information Technology Professional
Industry Information Technology and Services
Experience
Parsons June 2013 - Present
Bank of America February 2012 - March 2013
East Los Angeles College July 2011 - September 2011
Green Dot Corporaton July 2009 - September 2011
Inter-Act April 2011 - June 2011
Transamerica Retirement Services March 2008 - July 2009
Countrywide Home Loans March 2004 - March 2008
American Funds March 1998 - March 2004
Skills
SQL, Visual Basic, Microsoft SQL Server, Windows, C++, Lotus Notes, Mainframe, Microsoft Excel, Programming Languages, C, DOS, Microsoft Word, SharePoint, Scrum, Software Project..., MS Project, Access, Requirements Analysis, Visio, Analysis, Quality Assurance, Training, Budgets, Software Documentation, Security, Integration, Data Modeling, SDLC, Disaster Recovery, Management, Project Management, Databases, Agile Methodologies, Business Analysis, Unix, Data Analysis, Information Technology, Requirements Gathering, Vendor Management, Business Intelligence, Business Process, Process Improvement, PMP, IT Strategy, Systems Analysis, Software Development, Data Warehousing, Microsoft Project, Project Portfolio...
Education
Stanford University 1994 — 1995
MS, Industrial Engineering
University of California, Berkeley 1990 — 1994
BS, Industrial Engineering & Operations Research
East Los Angeles College 2011 — 2011
Certificate, Hitech Technical and Implementation Support Specialist Program
Parsons June 2013 - Present
Bank of America February 2012 - March 2013
East Los Angeles College July 2011 - September 2011
Green Dot Corporaton July 2009 - September 2011
Inter-Act April 2011 - June 2011
Transamerica Retirement Services March 2008 - July 2009
Countrywide Home Loans March 2004 - March 2008
American Funds March 1998 - March 2004
Skills
SQL, Visual Basic, Microsoft SQL Server, Windows, C++, Lotus Notes, Mainframe, Microsoft Excel, Programming Languages, C, DOS, Microsoft Word, SharePoint, Scrum, Software Project..., MS Project, Access, Requirements Analysis, Visio, Analysis, Quality Assurance, Training, Budgets, Software Documentation, Security, Integration, Data Modeling, SDLC, Disaster Recovery, Management, Project Management, Databases, Agile Methodologies, Business Analysis, Unix, Data Analysis, Information Technology, Requirements Gathering, Vendor Management, Business Intelligence, Business Process, Process Improvement, PMP, IT Strategy, Systems Analysis, Software Development, Data Warehousing, Microsoft Project, Project Portfolio...
Education
Stanford University 1994 — 1995
MS, Industrial Engineering
University of California, Berkeley 1990 — 1994
BS, Industrial Engineering & Operations Research
East Los Angeles College 2011 — 2011
Certificate, Hitech Technical and Implementation Support Specialist Program
Diane Cohea's American Funds Experience September 1994 - May 2007
Job Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
American Funds September 1994 - May 2007
Skills
401k, Defined Benefit, Financial Services, Investments, Mutual Funds, Pensions, Retirement, Retirement Planning, Securities
Education
The University of Texas at San Antonio 1992 — 1996
Fidelity Investments May 2007 - Present
American Funds September 1994 - May 2007
Skills
401k, Defined Benefit, Financial Services, Investments, Mutual Funds, Pensions, Retirement, Retirement Planning, Securities
Education
The University of Texas at San Antonio 1992 — 1996
Austin Hon, CFP®'s American Funds Experience May 2007 - August 2007
Job Wealth Manager at Lodestar Private Asset Management
Industry Financial Services
Experience
Lodestar Private Asset Management July 2014 - Present
Capital Group Private Client Services April 2011 - June 2014
Capital Group Private Client Services September 2007 - June 2011
American Funds May 2007 - August 2007
American Funds January 2005 - April 2007
Skills
Investments, CRM, Mutual Funds, Asset Management, Asset Allocation, Certified Financial..., Relationship Management, Wealth Management, Investment Strategies, Portfolio Management, Investment Advisory, Financial Advisory, Investment Management, Financial Planning
Education
University of California, Berkeley 2008 — 2010
Certificate, Personal Financial Planning
University of California, Santa Cruz 2000 — 2004
BA, Sociology, Legal Studies
Lodestar Private Asset Management July 2014 - Present
Capital Group Private Client Services April 2011 - June 2014
Capital Group Private Client Services September 2007 - June 2011
American Funds May 2007 - August 2007
American Funds January 2005 - April 2007
Skills
Investments, CRM, Mutual Funds, Asset Management, Asset Allocation, Certified Financial..., Relationship Management, Wealth Management, Investment Strategies, Portfolio Management, Investment Advisory, Financial Advisory, Investment Management, Financial Planning
Education
University of California, Berkeley 2008 — 2010
Certificate, Personal Financial Planning
University of California, Santa Cruz 2000 — 2004
BA, Sociology, Legal Studies
Jennifer Alaniz's American Funds Experience July 2006 - March 2011
Job Sr Financial Analyst at Volusion, Inc.
Industry Management Consulting
Experience
Volusion, Inc. July 2014 - Present
Accenture Software May 2013 - July 2014
Accenture Federal Services March 2011 - May 2013
American Funds July 2006 - March 2011
American Funds May 2005 - July 2006
Skills
Microsoft Project Server, Project Web Access, Microsoft Visio, Microsoft Office..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, MS Project, Siebel 7.x, Marketing, Sales Management, Process Improvement, New Business Development, Business Planning, Team Building, Business Strategy, Strategic Planning, Sales, Business Analysis, Project Management, Resource Management, Analysis, Data Analysis, Forecasting, Management, Leadership, Business Process, Visio
Education
University of the Incarnate Word 2006 — 2008
MBA
The University of Texas at San Antonio 2000 — 2005
BBA, Finance
Volusion, Inc. July 2014 - Present
Accenture Software May 2013 - July 2014
Accenture Federal Services March 2011 - May 2013
American Funds July 2006 - March 2011
American Funds May 2005 - July 2006
Skills
Microsoft Project Server, Project Web Access, Microsoft Visio, Microsoft Office..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, MS Project, Siebel 7.x, Marketing, Sales Management, Process Improvement, New Business Development, Business Planning, Team Building, Business Strategy, Strategic Planning, Sales, Business Analysis, Project Management, Resource Management, Analysis, Data Analysis, Forecasting, Management, Leadership, Business Process, Visio
Education
University of the Incarnate Word 2006 — 2008
MBA
The University of Texas at San Antonio 2000 — 2005
BBA, Finance
Shana DuBois's American Funds Experience March 2008 - July 2009
Job Broker Compensation Representative at Unum
Industry Insurance
Experience
- Freelance April 2015 - Present
Unum August 2014 - Present
Unum March 2013 - July 2014
Target July 2010 - July 2014
SAIC July 2009 - July 2010
American Funds March 2008 - July 2009
Skills
Outlook, Financial Services, Workshop Facilitation, Finance, Employee Benefits, Investments, Benefits Administration, Microsoft Excel, Customer Support, Customer Service, Insurance, Human Resources, Recruiting, Time Management, Data Entry, Management, Call Centers, Training, Telephone Skills, Risk Management, Leadership, Military, Microsoft Office, Social Media, PowerPoint, Government, Microsoft Word
Education
The University of Tennessee at Chattanooga 2015 — 2017
Master of Arts (M.A.), English Language and Literature, General
University of Maryland University College 2004 — 2007
Bachelor of Arts (BA), English Language and Literature, General
- Freelance April 2015 - Present
Unum August 2014 - Present
Unum March 2013 - July 2014
Target July 2010 - July 2014
SAIC July 2009 - July 2010
American Funds March 2008 - July 2009
Skills
Outlook, Financial Services, Workshop Facilitation, Finance, Employee Benefits, Investments, Benefits Administration, Microsoft Excel, Customer Support, Customer Service, Insurance, Human Resources, Recruiting, Time Management, Data Entry, Management, Call Centers, Training, Telephone Skills, Risk Management, Leadership, Military, Microsoft Office, Social Media, PowerPoint, Government, Microsoft Word
Education
The University of Tennessee at Chattanooga 2015 — 2017
Master of Arts (M.A.), English Language and Literature, General
University of Maryland University College 2004 — 2007
Bachelor of Arts (BA), English Language and Literature, General
Sean Barnett's American Funds Experience 1998 - 2004
Job Master Financial Coordinator at ITT Technical Institute
Industry Banking
Experience
ITT Technical Institute June 2009 - Present
Chartway Federal Credit Union May 2007 - May 2009
Clear View Vision Family Eye Care PLC 2004 - 2005
American Funds 1998 - 2004
Household Credit Services 1997 - 1998
Skills
Training, Time Management, Process Improvement, Project Management, Public Speaking
Education
Strome College of Business 1989 — 1995
Bachelors, Finance and MArketing
ITT Technical Institute June 2009 - Present
Chartway Federal Credit Union May 2007 - May 2009
Clear View Vision Family Eye Care PLC 2004 - 2005
American Funds 1998 - 2004
Household Credit Services 1997 - 1998
Skills
Training, Time Management, Process Improvement, Project Management, Public Speaking
Education
Strome College of Business 1989 — 1995
Bachelors, Finance and MArketing
John Prinzing's American Funds Experience January 2015 - Present
Job VP, Director at American Funds
Industry Financial Services
Experience
American Funds January 2015 - Present
American Funds March 2011 - Present
Capital Group June 2005 - March 2011
Crowley Maritime 1994 - 2005
Skills
SDLC, IT Strategy, Business Analysis, Process Improvement, IT Management, Agile Methodologies, Vendor Management, Change Management, Visio, Requirements Analysis, Business Process..., Risk Management, Project Management, Requirements Gathering, Business Strategy, Staff Development, Project Portfolio..., Management, Software Development, PMO, MS Project, Enterprise Architecture, Software Project..., Program Management, Business Process, Disaster Recovery, PMP, Project Planning, Governance, Business Intelligence, Business Requirements, Analysis, Process Engineering, Team Leadership, Financial Services, Mutual Funds, Customer Service, Strategic Planning, Financial Analysis, Relationship Management
Education
Trinity Baptist College 1984 — 1988
Bachelor's degree, Church Ministries
American Funds January 2015 - Present
American Funds March 2011 - Present
Capital Group June 2005 - March 2011
Crowley Maritime 1994 - 2005
Skills
SDLC, IT Strategy, Business Analysis, Process Improvement, IT Management, Agile Methodologies, Vendor Management, Change Management, Visio, Requirements Analysis, Business Process..., Risk Management, Project Management, Requirements Gathering, Business Strategy, Staff Development, Project Portfolio..., Management, Software Development, PMO, MS Project, Enterprise Architecture, Software Project..., Program Management, Business Process, Disaster Recovery, PMP, Project Planning, Governance, Business Intelligence, Business Requirements, Analysis, Process Engineering, Team Leadership, Financial Services, Mutual Funds, Customer Service, Strategic Planning, Financial Analysis, Relationship Management
Education
Trinity Baptist College 1984 — 1988
Bachelor's degree, Church Ministries
Vanessa C.L. Chang's American Funds Experience March 2000 - Present
Job Non Executive (Independent) Director
Industry Financial Services
Experience
Transocean May 2012 - Present
Edison International April 2007 - Present
Forest Lawn Memorial-Parks and Mortuaries 2005 - Present
American Funds March 2000 - Present
EL & EL Investments December 1998 - Present
Blue Shield of California November 2005 - March 2013
KPMG Corporate Finance September 1976 - 1997
KPMG LLP 1976 - 1997
Skills
Accounting & Audit, Corporate Finance, Corporate Governance
Education
The University of British Columbia 1969 — 1973
University of British Columbia 1969 — 1973
BA, French, Math and Accounting
Transocean May 2012 - Present
Edison International April 2007 - Present
Forest Lawn Memorial-Parks and Mortuaries 2005 - Present
American Funds March 2000 - Present
EL & EL Investments December 1998 - Present
Blue Shield of California November 2005 - March 2013
KPMG Corporate Finance September 1976 - 1997
KPMG LLP 1976 - 1997
Skills
Accounting & Audit, Corporate Finance, Corporate Governance
Education
The University of British Columbia 1969 — 1973
University of British Columbia 1969 — 1973
BA, French, Math and Accounting
Deborah Stanton's American Funds Experience November 1996 - April 1999
Job Managing Partner for Active Home Search, LLC
Industry Construction
Experience
StepStone Realty, LLC March 2015 - Present
Active Home Search, LLC May 2011 - Present
Holt CAT April 2012 - December 2014
HOLT CAT December 2001 - July 2012
American Funds November 1996 - April 1999
Fishery Products International 1993 - 1995
Fishery Products International 1987 - 1993
Skills
Negotiation, Sales Management, Purchasing, Contract Negotiation, Microsoft Excel, Leadership, Budgets, New Business Development, Contract Management, Sales, Process Scheduler, Procurement, Inventory Management, Management, Operations Management, Project Planning, Construction, Account Management, Strategic Planning, Team Building, Supervisory Skills, Team Leadership, Customer Service
Education
The University of Texas at San Antonio 2009 — 2010
Certificate, Paralegal
University of the Incarnate Word 2002 — 2007
Bachelor's Business Administration, Banking and Finance
StepStone Realty, LLC March 2015 - Present
Active Home Search, LLC May 2011 - Present
Holt CAT April 2012 - December 2014
HOLT CAT December 2001 - July 2012
American Funds November 1996 - April 1999
Fishery Products International 1993 - 1995
Fishery Products International 1987 - 1993
Skills
Negotiation, Sales Management, Purchasing, Contract Negotiation, Microsoft Excel, Leadership, Budgets, New Business Development, Contract Management, Sales, Process Scheduler, Procurement, Inventory Management, Management, Operations Management, Project Planning, Construction, Account Management, Strategic Planning, Team Building, Supervisory Skills, Team Leadership, Customer Service
Education
The University of Texas at San Antonio 2009 — 2010
Certificate, Paralegal
University of the Incarnate Word 2002 — 2007
Bachelor's Business Administration, Banking and Finance
Darin Gosnell's American Funds Experience October 2006 - February 2009
Job Experienced People Manager
Industry Broadcast Media
Experience
Rocky River Ranch September 2011 - Present
American Funds October 2006 - February 2009
Invesco AIM 1998 - 2006
Skills
Customer Service, Series 6, Mutual Funds, Transfer Agency, Problem Solving, Hiring, Call Center, Team Building, Coaching, Interviews, Employee Training
Education
Texas State University-San Marcos
B.A., Mass Communication
Rocky River Ranch September 2011 - Present
American Funds October 2006 - February 2009
Invesco AIM 1998 - 2006
Skills
Customer Service, Series 6, Mutual Funds, Transfer Agency, Problem Solving, Hiring, Call Center, Team Building, Coaching, Interviews, Employee Training
Education
Texas State University-San Marcos
B.A., Mass Communication
Tristan Richardson's American Funds Experience June 2006 - May 2007
Job Research Analyst at SunTrust
Industry Capital Markets
Experience
SunTrust Robinson Humphrey December 2014 - Present
D.A. Davidson & Co. May 2011 - November 2014
D.A. Davidson & Co. May 2007 - May 2011
American Funds June 2006 - May 2007
Capital Group 2006 - 2007
Skills
Capital Markets, Financial Modeling, Equities, Equity Research, Valuation
Education
Trinity University 2002 — 2006
BS, Finance, Economics
SunTrust Robinson Humphrey December 2014 - Present
D.A. Davidson & Co. May 2011 - November 2014
D.A. Davidson & Co. May 2007 - May 2011
American Funds June 2006 - May 2007
Capital Group 2006 - 2007
Skills
Capital Markets, Financial Modeling, Equities, Equity Research, Valuation
Education
Trinity University 2002 — 2006
BS, Finance, Economics
Janice Borgfeld's American Funds Experience November 2006 - October 2007
Job Sr Project Control Analyst
Industry Outsourcing/Offshoring
Experience
Currently Available for Work November 2009 - Present
Accenture 2010 - 2011
Wachovia August 2008 - October 2009
Wachovia, A Wells Fargo Company March 2008 - October 2009
Wachovia March 2008 - July 2008
Alamo Community College District (ACCD) January 2008 - March 2008
Comal Independent School District October 2007 - December 2007
American Funds November 2006 - October 2007
Alliance Bernstein May 2006 - September 2006
American Funds July 2004 - April 2006
Skills
Recruiting, Lotus Notes, Business Analysis, Project Management, Vendor Management, Business Requirements, Networking, Disaster Recovery, Microsoft Office, MS Project, Process Improvement, Analysis, Information Technology, Interviews, Time Management, Training, Budgets, Visio, Testing, SharePoint, SDLC, Program Management, Management, Access, Accounting, Teamwork, CRM
Education
Education Service Center - TOPP 2007 — 2008
Education
Texas State University 1984 — 1989
BBA, Business Management
Currently Available for Work November 2009 - Present
Accenture 2010 - 2011
Wachovia August 2008 - October 2009
Wachovia, A Wells Fargo Company March 2008 - October 2009
Wachovia March 2008 - July 2008
Alamo Community College District (ACCD) January 2008 - March 2008
Comal Independent School District October 2007 - December 2007
American Funds November 2006 - October 2007
Alliance Bernstein May 2006 - September 2006
American Funds July 2004 - April 2006
Skills
Recruiting, Lotus Notes, Business Analysis, Project Management, Vendor Management, Business Requirements, Networking, Disaster Recovery, Microsoft Office, MS Project, Process Improvement, Analysis, Information Technology, Interviews, Time Management, Training, Budgets, Visio, Testing, SharePoint, SDLC, Program Management, Management, Access, Accounting, Teamwork, CRM
Education
Education Service Center - TOPP 2007 — 2008
Education
Texas State University 1984 — 1989
BBA, Business Management
Shelly Friedeck's American Funds Experience August 2004 - Present
Job Technical Writer at American Funds
Industry Writing and Editing
Experience
American Funds August 2004 - Present
HEB May 2002 - May 2004
Education
Texas State University 1999 — 2003
BA, Anthropology, History
American Funds August 2004 - Present
HEB May 2002 - May 2004
Education
Texas State University 1999 — 2003
BA, Anthropology, History
Kristen Bell Ruff's American Funds Experience October 2003 - July 2009
Job Customer Service
Industry Executive Office
Experience
American Funds October 2003 - July 2009
Coastal Equipment Corp September 2002 - October 2003
Pitney Bowes December 1991 - February 2002
Education
Tidewater Community College
General
Virginia Commonwealth University
General
American Funds October 2003 - July 2009
Coastal Equipment Corp September 2002 - October 2003
Pitney Bowes December 1991 - February 2002
Education
Tidewater Community College
General
Virginia Commonwealth University
General
Lydia Jones's American Funds Experience July 1991 - June 2004
Job Insurance Account Representative at State Farm Insurance, Shannon Haskell Agent
Industry Insurance
Experience
State Farm Insurance, Shannon Haskell Agent May 2008 - Present
Bally Total Fitness October 2007 - December 2011
American Funds July 1991 - June 2004
Education
The University of Texas at Austin 1984 — 1988
BBA, Finance
Pleasanton ISD
State Farm Insurance, Shannon Haskell Agent May 2008 - Present
Bally Total Fitness October 2007 - December 2011
American Funds July 1991 - June 2004
Education
The University of Texas at Austin 1984 — 1988
BBA, Finance
Pleasanton ISD
Andrea Zagorski's American Funds Experience 2006 - 2011
Job Manager, Plainview Premium Finance Company, Inc.
Industry Financial Services
Experience
Plainview Premium Finance Company, Inc. 2011 - Present
American Funds 2006 - 2011
Education
Old Dominion University - College of Business and Public Administration 2001 — 2005
Finance
Plainview Premium Finance Company, Inc. 2011 - Present
American Funds 2006 - 2011
Education
Old Dominion University - College of Business and Public Administration 2001 — 2005
Finance
Alisia Nixon, MBA, PAHM's American Funds Experience May 2008 - August 2011
Job Project Manager at Anthem
Industry Hospital & Health Care
Experience
Anthem June 2013 - Present
ADS Inc. August 2011 - March 2013
American Funds May 2008 - August 2011
Enterprise Rent-A-Car June 2007 - May 2008
Enterprise Rent-A-Car August 2006 - June 2007
Skills
Proficient in Microsoft..., Customer Service, Data Analysis, Microsoft Excel, Organizational..., Project Planning, Sales, Training, Analysis, Process Improvement, Research, Project Management
Education
The College of William and Mary 2002 — 2006
Bachelor of Arts (BA), Economics
Troy University 2009 — 2011
Master of Business Administration (MBA), Management Information Systems, General
Anthem June 2013 - Present
ADS Inc. August 2011 - March 2013
American Funds May 2008 - August 2011
Enterprise Rent-A-Car June 2007 - May 2008
Enterprise Rent-A-Car August 2006 - June 2007
Skills
Proficient in Microsoft..., Customer Service, Data Analysis, Microsoft Excel, Organizational..., Project Planning, Sales, Training, Analysis, Process Improvement, Research, Project Management
Education
The College of William and Mary 2002 — 2006
Bachelor of Arts (BA), Economics
Troy University 2009 — 2011
Master of Business Administration (MBA), Management Information Systems, General
Derek Dukes's American Funds Experience November 2004 - August 2011
Job Intermediate Cloud Development Engineer at Actian Corporation
Industry Writing and Editing
Experience
Actian Corporation January 2015 - Present
Actian Corporation December 2013 - December 2014
Actian Corporation April 2013 - December 2013
Pervasive Software October 2012 - April 2013
Pervasive Software January 2012 - October 2012
American Funds November 2004 - August 2011
Time Warner Cable January 2000 - November 2004
Skills
HTML5, JavaScript, jQuery, Node.js, CSS, Cloud Applications, SQL, Copywriting, XML, JSON, Editing, Photoshop, Adobe Creative Suite, Email Marketing, Enterprise Software, Writing, Graphic Design, Blogging, Agile Methodologies, Web Design, Web Development, Online Marketing, Microsoft Office, Databases, Software Development, Copy Editing, Project Management, Social Media, Illustrator, Marketing Communications, PHP
Education
The University of Texas at Austin 1997 — 2003
Bachelor of Journalism, Journalism
Actian Corporation January 2015 - Present
Actian Corporation December 2013 - December 2014
Actian Corporation April 2013 - December 2013
Pervasive Software October 2012 - April 2013
Pervasive Software January 2012 - October 2012
American Funds November 2004 - August 2011
Time Warner Cable January 2000 - November 2004
Skills
HTML5, JavaScript, jQuery, Node.js, CSS, Cloud Applications, SQL, Copywriting, XML, JSON, Editing, Photoshop, Adobe Creative Suite, Email Marketing, Enterprise Software, Writing, Graphic Design, Blogging, Agile Methodologies, Web Design, Web Development, Online Marketing, Microsoft Office, Databases, Software Development, Copy Editing, Project Management, Social Media, Illustrator, Marketing Communications, PHP
Education
The University of Texas at Austin 1997 — 2003
Bachelor of Journalism, Journalism
Alex Hayes's American Funds Experience April 2012 - September 2012
Job VP, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2012 - Present
American Funds April 2012 - September 2012
Putnam Investments December 2005 - April 2012
Skills
Strategic Financial..., Separately Managed..., Series 63, Series 7
Education
State University of New York College at Buffalo 1996 — 1999
Bachelor of Business Administration (BBA)
OppenheimerFunds September 2012 - Present
American Funds April 2012 - September 2012
Putnam Investments December 2005 - April 2012
Skills
Strategic Financial..., Separately Managed..., Series 63, Series 7
Education
State University of New York College at Buffalo 1996 — 1999
Bachelor of Business Administration (BBA)
Chris Dupont's American Funds Experience 2002 - 2007
Job Fitness Coordinator at Tesoro
Industry Oil & Energy
Experience
Tesoro Companies, Inc. 2009 - Present
American Funds 2002 - 2007
Education
Texas State University 1999 — 2002
BS Exercise Science
Tesoro Companies, Inc. 2009 - Present
American Funds 2002 - 2007
Education
Texas State University 1999 — 2002
BS Exercise Science
Katie Toppin's American Funds Experience May 2005 - March 2008
Job Sales Professional
Industry Pharmaceuticals
Experience
GlaxoSmithKline March 2008 - June 2010
American Funds May 2005 - March 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
BBA, Finance
GlaxoSmithKline March 2008 - June 2010
American Funds May 2005 - March 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
BBA, Finance
Jenny Brady's American Funds Experience June 2005 - December 2005
Job Accountant at Archdiocese of San Antonio
Industry Religious Institutions
Experience
Archdiocese of San Antonio November 2012 - Present
Archon Group August 2011 - October 2012
Invesco Real Estate October 2008 - August 2011
PwC September 2007 - October 2008
PwC January 2006 - March 2006
American Funds June 2005 - December 2005
Skills
Financial Reporting, US GAAP, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Analysis, Auditing, CPA, Microsoft Excel, Financial Statements, General Ledger, Account Reconciliation, Financial Accounting
Education
The University of Texas at Arlington - College of Business Administration 2006 — 2007
MS, Accounting
Trinity University 2002 — 2006
BS, Accounting
Archdiocese of San Antonio November 2012 - Present
Archon Group August 2011 - October 2012
Invesco Real Estate October 2008 - August 2011
PwC September 2007 - October 2008
PwC January 2006 - March 2006
American Funds June 2005 - December 2005
Skills
Financial Reporting, US GAAP, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Analysis, Auditing, CPA, Microsoft Excel, Financial Statements, General Ledger, Account Reconciliation, Financial Accounting
Education
The University of Texas at Arlington - College of Business Administration 2006 — 2007
MS, Accounting
Trinity University 2002 — 2006
BS, Accounting
Eugene Sparks's American Funds Experience March 1993 - Present
Job Team Manager at American Funds
Industry Investment Management
Experience
American Funds March 1993 - Present
Education
The University of Texas at San Antonio 1992 — 1995
Bachelor of Arts, Psychology
American Funds March 1993 - Present
Education
The University of Texas at San Antonio 1992 — 1995
Bachelor of Arts, Psychology
Charles Large's American Funds Experience December 2011 - Present
Job Bon Appetit Executive Chef
Industry Investment Management
Experience
American Funds December 2011 - Present
The RK Group December 2005 - December 2010
Biga on the Banks December 2003 - November 2005
Skills
Cuisine, Chef, Fine Dining, Culinary Skills, Hospitality Industry, Menu Development, Restaurant Management, Hospitality Management, Food, Hospitality
Education
Culinary Institute of America
American Funds December 2011 - Present
The RK Group December 2005 - December 2010
Biga on the Banks December 2003 - November 2005
Skills
Cuisine, Chef, Fine Dining, Culinary Skills, Hospitality Industry, Menu Development, Restaurant Management, Hospitality Management, Food, Hospitality
Education
Culinary Institute of America
Rod Gaudin's American Funds Experience 2009 - 2012
Job Investment Management Professional at a Wealth Management Firm
Industry Investment Management
Experience
Wealth Management Firm 2013 - Present
American Funds 2009 - 2012
American Funds June 1998 - June 2009
American Funds 2005 - 2009
Self Employed Financial Planning Consultant 1996 - 1998
Pilgrim America Securities, Inc January 1996 - September 1996
H.D. Vest Financial Services 1991 - 1996
Texas Commerce Bank 1983 - 1991
Skills
Mutual Funds, Series 7, Series 63, Series 24, Asset Allocation, 529 Plans, 401k, Investments, Securities, Investment Strategies, Retirement Planning, Equities, Wealth Management, Investment Advisory, Bonds, Relationship Management
Education
The University of Texas at Austin 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Wealth Management Firm 2013 - Present
American Funds 2009 - 2012
American Funds June 1998 - June 2009
American Funds 2005 - 2009
Self Employed Financial Planning Consultant 1996 - 1998
Pilgrim America Securities, Inc January 1996 - September 1996
H.D. Vest Financial Services 1991 - 1996
Texas Commerce Bank 1983 - 1991
Skills
Mutual Funds, Series 7, Series 63, Series 24, Asset Allocation, 529 Plans, 401k, Investments, Securities, Investment Strategies, Retirement Planning, Equities, Wealth Management, Investment Advisory, Bonds, Relationship Management
Education
The University of Texas at Austin 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Kevin Trevor-Wilson's American Funds Experience January 2007 - June 2011
Job Institutional Sales at US Global Investors
Industry Financial Services
Experience
US Global Investors June 2012 - Present
American Funds January 2007 - June 2011
AllianceBernstein July 2000 - October 2006
Skills
Series 7 licensed. Over...
Education
Texas Wesleyan University 1980 — 1984
BBA, Business Administration and Management, General
US Global Investors June 2012 - Present
American Funds January 2007 - June 2011
AllianceBernstein July 2000 - October 2006
Skills
Series 7 licensed. Over...
Education
Texas Wesleyan University 1980 — 1984
BBA, Business Administration and Management, General
Darin Teague's American Funds Experience February 2004 - February 2010
Job Registered Representative at The Tidal Group
Industry Investment Management
Experience
The Tidal Group February 2010 - Present
American Funds February 2004 - February 2010
U.S. Global Investors June 2003 - February 2004
Edward Jones January 2001 - October 2001
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Asset Managment, 529 Plans, Equities, Portfolio Management
Education
Texas State University-San Marcos 1998 — 2000
BBA, Management
The Tidal Group February 2010 - Present
American Funds February 2004 - February 2010
U.S. Global Investors June 2003 - February 2004
Edward Jones January 2001 - October 2001
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Asset Managment, 529 Plans, Equities, Portfolio Management
Education
Texas State University-San Marcos 1998 — 2000
BBA, Management
Ruth Collier,CIMA's American Funds Experience March 1990 - Present
Job Senior Vice President at American Funds
Industry Investment Management
Experience
American Funds March 1990 - Present
Education
Tufts University 1976 — 1979
Bachelor of Arts (B.A.), BA English, BA Music
Tufts University 1976 — 1979
Bachelor's degree in Englisgh, English/Music
Tufts University 1976 — 1979
Bachelor of Arts (B.A.), BA English, BA Music
Tufts University 1976 — 1979
Bachelor of Arts (B.A.), BA English, BA Music
American Funds March 1990 - Present
Education
Tufts University 1976 — 1979
Bachelor of Arts (B.A.), BA English, BA Music
Tufts University 1976 — 1979
Bachelor's degree in Englisgh, English/Music
Tufts University 1976 — 1979
Bachelor of Arts (B.A.), BA English, BA Music
Tufts University 1976 — 1979
Bachelor of Arts (B.A.), BA English, BA Music
Michael Koury's American Funds Experience July 2006 - July 2012
Job Internal Sales Consultant at Advisors Asset Management
Industry Financial Services
Experience
Advisors Asset Management, Inc. July 2012 - Present
American Funds July 2006 - July 2012
Raymond James and Associates May 2003 - July 2006
Skills
Mutual Funds, Series 7, Investments, Series 63, Sales, Account Management, Wealth Management, Insurance, Retirement Planning, Sales Management, Portfolio Management, Salesforce.com
Education
The University of Texas at Austin
Advisors Asset Management, Inc. July 2012 - Present
American Funds July 2006 - July 2012
Raymond James and Associates May 2003 - July 2006
Skills
Mutual Funds, Series 7, Investments, Series 63, Sales, Account Management, Wealth Management, Insurance, Retirement Planning, Sales Management, Portfolio Management, Salesforce.com
Education
The University of Texas at Austin
Rod Parker, PPC, AIF®'s American Funds Experience August 2011 - Present
Job Retirement Plan Counselor at American Funds
Industry Investment Management
Experience
American Funds August 2011 - Present
The Hartford June 2006 - August 2011
Nationwide Insurance September 1994 - June 2006
Education
The Ohio State University 1994 — 1998
Bachelor's degree, Finance, General
American Funds August 2011 - Present
The Hartford June 2006 - August 2011
Nationwide Insurance September 1994 - June 2006
Education
The Ohio State University 1994 — 1998
Bachelor's degree, Finance, General
Jesse Valdez's American Funds Experience 2012 - 2013
Job Compliance Officer, JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase 2013 - Present
American Funds 2012 - 2013
Wells Fargo October 2011 - June 2012
Skills
Anti Money Laundering, Risk Management, Due Diligence, Banking, Financial Services, Management, Financial Risk, Internal Audit, Training, Loans, Process Improvement, Finance, Report Writing, Analytical Skills, Employee Training, Fraud Detection, Corporate Finance, Financial Analysis
Education
The University of Texas at San Antonio 2004 — 2008
Bachelor's degree
JPMorgan Chase 2013 - Present
American Funds 2012 - 2013
Wells Fargo October 2011 - June 2012
Skills
Anti Money Laundering, Risk Management, Due Diligence, Banking, Financial Services, Management, Financial Risk, Internal Audit, Training, Loans, Process Improvement, Finance, Report Writing, Analytical Skills, Employee Training, Fraud Detection, Corporate Finance, Financial Analysis
Education
The University of Texas at San Antonio 2004 — 2008
Bachelor's degree
Vicki Heath's American Funds Experience April 2006 - Present
Job Client Service Specialist at American Funds
Industry Investment Management
Experience
American Funds April 2006 - Present
Chautauqua Airlines 2000 - 2006
Skills
Investments, Mutual Funds
Education
Truman State University 1990 — 1995
Bachelor of Science (B.S.), Marketing/Marketing Management, General
American Funds April 2006 - Present
Chautauqua Airlines 2000 - 2006
Skills
Investments, Mutual Funds
Education
Truman State University 1990 — 1995
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Crystal Pierce's American Funds Experience June 1997 - December 2002
Job Customer Service at Capital One
Industry Financial Services
Experience
Capital One July 2013 - Present
CMA CGM April 2007 - January 2009
Allstate April 2006 - March 2007
USAA August 2003 - April 2006
American Funds June 1997 - December 2002
Household Credit November 1995 - March 1997
Central Fidelity Bank April 1989 - December 1993
Skills
Customer Service, Microsoft Office, Microsoft Excel, Banking
Education
Virginia Wesleyan College 2000 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Tidewater Community College
Capital One July 2013 - Present
CMA CGM April 2007 - January 2009
Allstate April 2006 - March 2007
USAA August 2003 - April 2006
American Funds June 1997 - December 2002
Household Credit November 1995 - March 1997
Central Fidelity Bank April 1989 - December 1993
Skills
Customer Service, Microsoft Office, Microsoft Excel, Banking
Education
Virginia Wesleyan College 2000 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Tidewater Community College
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY