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
Connor Slein Connor Slein's American Funds Experience July 2014 - Present
Job Area Sales Representative at American Funds
Industry Financial Services
Experience
American Funds July 2014 - Present
University of New Hampshire Campus Recreation August 2010 - May 2014
MFS Investment Management July 2013 - January 2014
Lake Sunapee Bank May 2012 - January 2013
Strategic Advocacy June 2011 - September 2011
Skills
Microsoft Excel, Public Relations, Microsoft Word, PowerPoint, Editing, Sales, Sales Management, Sales Operations, Direct Sales, Customer Service
Education
University of New Hampshire 2010 — 2014
Bachelor's Degree, Political Science and Government
American Funds July 2014 - Present
University of New Hampshire Campus Recreation August 2010 - May 2014
MFS Investment Management July 2013 - January 2014
Lake Sunapee Bank May 2012 - January 2013
Strategic Advocacy June 2011 - September 2011
Skills
Microsoft Excel, Public Relations, Microsoft Word, PowerPoint, Editing, Sales, Sales Management, Sales Operations, Direct Sales, Customer Service
Education
University of New Hampshire 2010 — 2014
Bachelor's Degree, Political Science and Government
Janet McCormick Janet McCormick's American Funds Experience February 2007 - June 2009
Job Project Coordinator at Barich, Inc
Industry Financial Services
Experience
Barich, Inc April 2013 - Present
Shasta Industries April 2010 - April 2013
Shasta Industries April 2010 - March 2011
American Funds February 2007 - June 2009
American Express August 2003 - October 2005
American Express January 1999 - January 2003
American Express January 1987 - January 1999
Skills
Project Management, Process Improvement, Six Sigma, Team Leadership, Project Planning, Management, Business Process, Leadership, Strategic Planning, Business Analysis, Program Management, Change Management, Budgets, Training, Vendor Management, Cross-functional Team..., Customer Service, Business Process..., Risk Management, Contract Negotiation, Marketing Strategy, Operations Management, Product Management, Call Centers, Negotiation, Team Building, PMO, Coaching, Strategy, Outsourcing
Education
University of Phoenix 1998 — 1999
Bachelor's Degree, Business Management
PARADISE VALLEY COMMUNITY COLLEGE 1997 — 1997
Business and Human Relations
ARIZONA STATE COMMUNITY COLLEGE 1992 — 1995
Teaching Certificate, Education
Barich, Inc April 2013 - Present
Shasta Industries April 2010 - April 2013
Shasta Industries April 2010 - March 2011
American Funds February 2007 - June 2009
American Express August 2003 - October 2005
American Express January 1999 - January 2003
American Express January 1987 - January 1999
Skills
Project Management, Process Improvement, Six Sigma, Team Leadership, Project Planning, Management, Business Process, Leadership, Strategic Planning, Business Analysis, Program Management, Change Management, Budgets, Training, Vendor Management, Cross-functional Team..., Customer Service, Business Process..., Risk Management, Contract Negotiation, Marketing Strategy, Operations Management, Product Management, Call Centers, Negotiation, Team Building, PMO, Coaching, Strategy, Outsourcing
Education
University of Phoenix 1998 — 1999
Bachelor's Degree, Business Management
PARADISE VALLEY COMMUNITY COLLEGE 1997 — 1997
Business and Human Relations
ARIZONA STATE COMMUNITY COLLEGE 1992 — 1995
Teaching Certificate, Education
Michelle Pullen Michelle Pullen's American Funds Experience August 2015 - Present
Job Internal Wholesaler at American Funds
Industry Investment Management
Experience
American Funds August 2015 - Present
American Funds March 2013 - August 2015
Bed Bath & Beyond October 2012 - March 2013
Sainsburys March 2011 - August 2012
Sainsbury's September 2009 - March 2011
Skills
Teamwork, Social Media, Microsoft Office, Customer Service, Social Networking, Event Planning, Salesforce.com, Time Management, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Marketing
Education
University of Charles De Gaulle 2007 — 2010
Master of Arts (M.A.), Languages and Communication
University of Kent at Canterbury 2007 — 2010
Master of Arts (MA), Intercultural Relations
University of Oregon 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
American Funds August 2015 - Present
American Funds March 2013 - August 2015
Bed Bath & Beyond October 2012 - March 2013
Sainsburys March 2011 - August 2012
Sainsbury's September 2009 - March 2011
Skills
Teamwork, Social Media, Microsoft Office, Customer Service, Social Networking, Event Planning, Salesforce.com, Time Management, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Marketing
Education
University of Charles De Gaulle 2007 — 2010
Master of Arts (M.A.), Languages and Communication
University of Kent at Canterbury 2007 — 2010
Master of Arts (MA), Intercultural Relations
University of Oregon 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Valerie Hood Valerie Hood's American Funds Experience April 2015 - Present
Job
Industry Financial Services
Experience
American Funds April 2015 - Present
Regions Financial Corporation October 2013 - April 2015
American Funds March 2009 - April 2013
American Funds September 2003 - March 2009
Skills
Leadership, Analytical Skills, Performance Management, Risk Management, Problem Solving, Associate Development, Communication Skills, Building Relationships, Mutual Funds, Problem Management, Outage Management, Challenge Driven, Quality Driven, Process Improvement, Customer Service, Microsoft Office, Microsoft Excel, Business Analysis, Project Management
Education
University of Maryland College Park 1996 — 2000
Bachelor of Science (B.S.), Marketing
American Funds April 2015 - Present
Regions Financial Corporation October 2013 - April 2015
American Funds March 2009 - April 2013
American Funds September 2003 - March 2009
Skills
Leadership, Analytical Skills, Performance Management, Risk Management, Problem Solving, Associate Development, Communication Skills, Building Relationships, Mutual Funds, Problem Management, Outage Management, Challenge Driven, Quality Driven, Process Improvement, Customer Service, Microsoft Office, Microsoft Excel, Business Analysis, Project Management
Education
University of Maryland College Park 1996 — 2000
Bachelor of Science (B.S.), Marketing
John Sulzicki John Sulzicki's American Funds Experience April 2013 - Present
Job Internal Wholesaler at American Funds
Industry Wholesale
Experience
American Funds April 2013 - Present
American Funds July 2012 - April 2013
University of Connecticut September 2008 - May 2012
University of Connecticut Athletics January 2010 - January 2011
Skills
Time Management, Meeting Deadlines, Works well with others, Comfortable in..., Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Microsoft Office, Access, Leadership, Social Media, Facebook, Customer Service, Sports Marketing, Financial Analysis, Research, Sales, Teamwork, Outlook, Event Planning, Market Research, Sports Management
Education
University of Connecticut 2008 — 2012
Bachelors, Economics
American Funds April 2013 - Present
American Funds July 2012 - April 2013
University of Connecticut September 2008 - May 2012
University of Connecticut Athletics January 2010 - January 2011
Skills
Time Management, Meeting Deadlines, Works well with others, Comfortable in..., Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Microsoft Office, Access, Leadership, Social Media, Facebook, Customer Service, Sports Marketing, Financial Analysis, Research, Sales, Teamwork, Outlook, Event Planning, Market Research, Sports Management
Education
University of Connecticut 2008 — 2012
Bachelors, Economics
Hope Jay Hope Jay's American Funds Experience August 2005 - January 2008
Job Entertainment Marketing at FRUKT
Industry Marketing and Advertising
Experience
FRUKT January 2013 - Present
Rogers & Cowan August 2011 - Present
Operation HOPE March 2010 - August 2011
Rogers & Cowan January 2010 - March 2010
Rogers & Cowan January 2008 - December 2009
American Funds August 2005 - January 2008
Skills
Public Relations, Event Management, Marketing Communications, Integrated Marketing, Leadership, Nonprofits, Entertainment, Community Outreach, Publicity, Sponsorship, Press Releases, Social Media Marketing, Television, Blogging, Social Networking, Social Media
Education
University of Southern California 2001 — 2005
BA, Political Science, Communication
University of Southern California 2001 — 2005
BA, Political Science, Communication
Robert Service High School 1997 — 2001
Alaska Dance Theater
FRUKT January 2013 - Present
Rogers & Cowan August 2011 - Present
Operation HOPE March 2010 - August 2011
Rogers & Cowan January 2010 - March 2010
Rogers & Cowan January 2008 - December 2009
American Funds August 2005 - January 2008
Skills
Public Relations, Event Management, Marketing Communications, Integrated Marketing, Leadership, Nonprofits, Entertainment, Community Outreach, Publicity, Sponsorship, Press Releases, Social Media Marketing, Television, Blogging, Social Networking, Social Media
Education
University of Southern California 2001 — 2005
BA, Political Science, Communication
University of Southern California 2001 — 2005
BA, Political Science, Communication
Robert Service High School 1997 — 2001
Alaska Dance Theater
Andrew Tani Andrew Tani's American Funds Experience August 2015 - Present
Job Client Services Representative at American Funds
Industry Financial Services
Experience
American Funds August 2015 - Present
Amuse Me Events September 2014 - December 2014
Center for Investment and Wealth Management June 2014 - October 2014
Partners Financial January 2014 - June 2014
Zuvich Corporate Advisors March 2013 - December 2013
UC Irvine September 2012 - December 2013
King's Hawaiian Bakery June 2011 - September 2012
Rolling Hills Country Club June 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Outlook, Event Planning, Public Speaking, Social Media, Teamwork, Data Analysis, Leadership, Budgets, English, Access, Strategic Planning, Project Management, Time Management, Analysis, Data Entry
Education
University of California, Irvine 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, Junior
American Funds August 2015 - Present
Amuse Me Events September 2014 - December 2014
Center for Investment and Wealth Management June 2014 - October 2014
Partners Financial January 2014 - June 2014
Zuvich Corporate Advisors March 2013 - December 2013
UC Irvine September 2012 - December 2013
King's Hawaiian Bakery June 2011 - September 2012
Rolling Hills Country Club June 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Outlook, Event Planning, Public Speaking, Social Media, Teamwork, Data Analysis, Leadership, Budgets, English, Access, Strategic Planning, Project Management, Time Management, Analysis, Data Entry
Education
University of California, Irvine 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, Junior
Elisha Reed's American Funds Experience March 2003 - March 2008
Job Sr. Implementation Analyst at AIG The Variable Annuity Life Insurance Company
Industry Financial Services
Experience
The Variable Annuity Life Insurance Company March 2008 - Present
American Funds March 2003 - March 2008
Louisiana Workforce Commission September 2001 - March 2003
Skills
Mutual Funds, Business Analysis, Process Improvement, Retirement, Defined Benefit, SharePoint, Employee Benefits, Microsoft Excel, 401k, Requirements Gathering, Fixed Income, Equities, Risk Management, Call Centers, Lotus Notes, Back Office, Client Services, Finance, Financial Services, Business Process..., Analysis, Customer Service
Education
Management and Strategy Institute
Six Sigma Green Belt Certified (SSGBC)™
University of Louisiana at Lafayette 1996 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Management and Strategy Institute
Lean Six Sigma White Belt(LSSWB)
The Variable Annuity Life Insurance Company March 2008 - Present
American Funds March 2003 - March 2008
Louisiana Workforce Commission September 2001 - March 2003
Skills
Mutual Funds, Business Analysis, Process Improvement, Retirement, Defined Benefit, SharePoint, Employee Benefits, Microsoft Excel, 401k, Requirements Gathering, Fixed Income, Equities, Risk Management, Call Centers, Lotus Notes, Back Office, Client Services, Finance, Financial Services, Business Process..., Analysis, Customer Service
Education
Management and Strategy Institute
Six Sigma Green Belt Certified (SSGBC)™
University of Louisiana at Lafayette 1996 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Management and Strategy Institute
Lean Six Sigma White Belt(LSSWB)
Justin S. Appel's American Funds Experience March 2014 - March 2015
Job Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management March 2015 - Present
American Funds March 2014 - March 2015
Bank of America Merrill Lynch April 2011 - March 2014
Skills
Finance, Series 7, Marketing, Financial Analysis, Insurance, Business Development, Management, Uniform Combined State..., Banking, Strategic Financial..., Asset Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Retirement, Equities, Portfolio Management, Wealth Management, Securities
Education
University of Central Florida
BA, Finance
Natixis Global Asset Management March 2015 - Present
American Funds March 2014 - March 2015
Bank of America Merrill Lynch April 2011 - March 2014
Skills
Finance, Series 7, Marketing, Financial Analysis, Insurance, Business Development, Management, Uniform Combined State..., Banking, Strategic Financial..., Asset Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Retirement, Equities, Portfolio Management, Wealth Management, Securities
Education
University of Central Florida
BA, Finance
Carl Meyer Carl Meyer's American Funds Experience 2014 - Present
Job American Funds Internal Wholesaler
Industry Financial Services
Experience
American Funds 2014 - Present
University of Montana May 2014 - December 2014
Guizhou University of Finance & Economics August 2012 - January 2013
Edward Jones July 2008 - April 2012
Skills
Investments, Sales, Portfolio Management, Mutual Funds, Stocks, Municipal Bonds, Government Bonds, Life Insurance, Corporate Finance, Leadership
Education
University of Montana 2013 — 2014
Masters of Business Administration, Finance, 3.65
University of Montana 2002 — 2006
Bachelors of Science in Business Administration, Finance & Management, 3.05
American Funds 2014 - Present
University of Montana May 2014 - December 2014
Guizhou University of Finance & Economics August 2012 - January 2013
Edward Jones July 2008 - April 2012
Skills
Investments, Sales, Portfolio Management, Mutual Funds, Stocks, Municipal Bonds, Government Bonds, Life Insurance, Corporate Finance, Leadership
Education
University of Montana 2013 — 2014
Masters of Business Administration, Finance, 3.65
University of Montana 2002 — 2006
Bachelors of Science in Business Administration, Finance & Management, 3.05
Kris Spazafumo Kris Spazafumo's American Funds Experience 1991 - Present
Job Vice President, Business Development / Investment Services at American Funds
Industry Investment Management
Experience
American Funds 1991 - Present
Skills
529 Plans, SMA, Product Management, Marketing Strategy, Retail Sales, Series 6, Series 63, Series 53, Series 26
Education
University of Northern Iowa 1984 — 1988
Bachelors in Business, Economics
American Funds 1991 - Present
Skills
529 Plans, SMA, Product Management, Marketing Strategy, Retail Sales, Series 6, Series 63, Series 53, Series 26
Education
University of Northern Iowa 1984 — 1988
Bachelors in Business, Economics
Crystal Garcia's American Funds Experience March 2007 - December 2013
Job Human Resources Manager at Team Fishel
Industry Construction
Experience
Team Fishel December 2013 - Present
American Funds March 2007 - December 2013
Borders 1999 - 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Leadership, Training, Time Management, Sales, Management, Data Entry, Team Leadership, Public Speaking, Coaching, Event Planning, Office Management
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
University of California, Santa Barbara 1998 — 2003
Bachelor's degree, Sociology and Women's Studies
Team Fishel December 2013 - Present
American Funds March 2007 - December 2013
Borders 1999 - 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Leadership, Training, Time Management, Sales, Management, Data Entry, Team Leadership, Public Speaking, Coaching, Event Planning, Office Management
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
University of California, Santa Barbara 1998 — 2003
Bachelor's degree, Sociology and Women's Studies
Andrea Neville, CIMA® Andrea Neville, CIMA®'s American Funds Experience November 2013 - April 2015
Job Senior Product Specialist, Capital Group
Industry Investment Management
Experience
Capital Group April 2015 - Present
Freelance May 2005 - Present
American Funds November 2013 - April 2015
American Funds November 2008 - October 2013
Kerry Records LLC May 2005 - November 2008
United States Marine Corps October 1990 - June 2004
Skills
Strategic Planning, Entertainment, Film, Business Strategy, Market Research, Project Management, Marketing, Financial Services, Mutual Funds, Investment Advisory, Business Analysis, Business Intelligence, Presentations, Visio, Microsoft Excel, Microsoft Publisher, Lotus Notes, Access, Microstrategy, Highly detail oriented, Cause & Effect, Logical Thinker, Challenging Assumptions, Military Experience, Leadership, Segmentation
Education
UCLA 2011 — 2012
Documentary Production
Southwest Missouri State University 1996 — 1998
BFA Theatre - Acting
University of Missouri-Saint Louis 1995 — 1996
Physics and Linguistics
Capital Group April 2015 - Present
Freelance May 2005 - Present
American Funds November 2013 - April 2015
American Funds November 2008 - October 2013
Kerry Records LLC May 2005 - November 2008
United States Marine Corps October 1990 - June 2004
Skills
Strategic Planning, Entertainment, Film, Business Strategy, Market Research, Project Management, Marketing, Financial Services, Mutual Funds, Investment Advisory, Business Analysis, Business Intelligence, Presentations, Visio, Microsoft Excel, Microsoft Publisher, Lotus Notes, Access, Microstrategy, Highly detail oriented, Cause & Effect, Logical Thinker, Challenging Assumptions, Military Experience, Leadership, Segmentation
Education
UCLA 2011 — 2012
Documentary Production
Southwest Missouri State University 1996 — 1998
BFA Theatre - Acting
University of Missouri-Saint Louis 1995 — 1996
Physics and Linguistics
Pamela Lam Pamela Lam's American Funds Experience October 2007 - Present
Job Retirement Plan Specialist at American Funds
Industry Investment Management
Experience
American Funds October 2007 - Present
Skills
401k, Qualified Retirement..., Retirement Planning, Series 6, Series 63, IRAs, Mutual Funds, Financial Services, Retirement, Salesforce.com
Education
UC Irvine 2002 — 2005
Bachelor of Arts (B.A.), Political Science
American Funds October 2007 - Present
Skills
401k, Qualified Retirement..., Retirement Planning, Series 6, Series 63, IRAs, Mutual Funds, Financial Services, Retirement, Salesforce.com
Education
UC Irvine 2002 — 2005
Bachelor of Arts (B.A.), Political Science
Viviana Fechner Viviana Fechner's American Funds Experience May 2005 - February 2006
Job Talent Lead @ Chase
Industry Financial Services
Experience
Chase January 2015 - Present
Chase February 2006 - Present
American Funds May 2005 - February 2006
Hobby Lobby October 2001 - June 2005
Skills
Banking, Call Centers, Credit, Risk Management, Process Improvement, Relationship Management, Customer Service, Retail Banking, Credit Analysis, Team Management, Credit Risk, Commercial Banking, Credit Cards
Education
University of Phoenix-San Antonio Campus 2009 — 2013
Bachelor of Science (B.S.), Business Management
Chase January 2015 - Present
Chase February 2006 - Present
American Funds May 2005 - February 2006
Hobby Lobby October 2001 - June 2005
Skills
Banking, Call Centers, Credit, Risk Management, Process Improvement, Relationship Management, Customer Service, Retail Banking, Credit Analysis, Team Management, Credit Risk, Commercial Banking, Credit Cards
Education
University of Phoenix-San Antonio Campus 2009 — 2013
Bachelor of Science (B.S.), Business Management
Tom Dickson Tom Dickson's American Funds Experience 2001 - 2012
Job Nationwide Financial
Industry Investment Management
Experience
Nationwide Financial July 2015 - Present
401(k) Advisors 2013 - Present
Lincoln Financial Group October 2012 - November 2013
American Funds 2001 - 2012
Prudential Financial 1995 - 2001
Transamerica 1991 - 1995
Skills
Retirement, 401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Defined Contribution, Investments, Alternative Investments, Securities, Retirement Planning, Financial Advisory, Wealth Management, Investment Advisory, Retirement Plan..., Qualified Retirement..., Relationship Management
Education
Wharton School of Business
BS Economics, Finance & Management
Nationwide Financial July 2015 - Present
401(k) Advisors 2013 - Present
Lincoln Financial Group October 2012 - November 2013
American Funds 2001 - 2012
Prudential Financial 1995 - 2001
Transamerica 1991 - 1995
Skills
Retirement, 401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Defined Contribution, Investments, Alternative Investments, Securities, Retirement Planning, Financial Advisory, Wealth Management, Investment Advisory, Retirement Plan..., Qualified Retirement..., Relationship Management
Education
Wharton School of Business
BS Economics, Finance & Management
Kurt Wuestenberg Kurt Wuestenberg's American Funds Experience May 2012 - Present
Job Senior Sales Development Manager at American Funds
Industry Investment Management
Experience
American Funds May 2012 - Present
American Funds December 2008 - April 2012
American Funds August 2001 - November 2008
Principal Financial Group January 1991 - July 2001
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Investment Strategies, 401k, Alternative Investments, Series 6, Portfolio Management, Retirement Planning, Retirement, Relationship Management, Asset Managment, Wealth Management
Education
University of Iowa 1986 — 1991
BBS, Finance and Financial Management Services
American Funds May 2012 - Present
American Funds December 2008 - April 2012
American Funds August 2001 - November 2008
Principal Financial Group January 1991 - July 2001
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Investment Strategies, 401k, Alternative Investments, Series 6, Portfolio Management, Retirement Planning, Retirement, Relationship Management, Asset Managment, Wealth Management
Education
University of Iowa 1986 — 1991
BBS, Finance and Financial Management Services
Robert Knop's American Funds Experience January 2012 - September 2013
Job Strategy, digital, social media, process, customer experience and analytics. AVP, Integrated Marketing at Pacific Life
Industry Marketing and Advertising
Experience
Pacific Life September 2013 - Present
American Funds January 2012 - September 2013
Capital Group October 2009 - January 2012
Bank of America September 2004 - October 2009
eUniverse February 2003 - August 2004
Skills
Social Media, Business Strategy, E-commerce, Sales, Marketing Strategy, Business Development, Marketing Communications, Social Media Marketing, Strategic Planning, Lead Generation, Online Advertising, Integrated Marketing, Advertising, Digital Marketing, Strategic Communications, Product Management, New Customer..., Segmentation, Product Marketing, Digital Strategy, E-commerce Consulting, E-commerce Optimization, Social Media Strategist, Social Media Consulting, Management, B2B, Strategy, Marketing, Start-ups, Financial Services, Customer Acquisition, Leadership, Online Marketing, Program Management
Education
University of Michigan
Pacific Life September 2013 - Present
American Funds January 2012 - September 2013
Capital Group October 2009 - January 2012
Bank of America September 2004 - October 2009
eUniverse February 2003 - August 2004
Skills
Social Media, Business Strategy, E-commerce, Sales, Marketing Strategy, Business Development, Marketing Communications, Social Media Marketing, Strategic Planning, Lead Generation, Online Advertising, Integrated Marketing, Advertising, Digital Marketing, Strategic Communications, Product Management, New Customer..., Segmentation, Product Marketing, Digital Strategy, E-commerce Consulting, E-commerce Optimization, Social Media Strategist, Social Media Consulting, Management, B2B, Strategy, Marketing, Start-ups, Financial Services, Customer Acquisition, Leadership, Online Marketing, Program Management
Education
University of Michigan
Amber (Munger) Grant, CPC, QPA, QKA, MBA Amber (Munger) Grant, CPC, QPA, QKA, MBA's American Funds Experience August 2010 - December 2010
Job Independent Retirement Plan Consultant
Industry Investment Management
Experience
The William and Harriet Gould Foundation February 2011 - Present
Independent Consultant January 2011 - Present
American Funds August 2010 - December 2010
American Funds May 2008 - August 2010
T Rowe Price December 2006 - April 2008
T. Rowe Price March 2000 - December 2006
Conseco Finance 1999 - 1999
Skills
401k, Excel, Retirement Plans, Blogging, Retirement, Microsoft Excel, Retirement Planning, Management, Finance, ERISA, Series 6, Process Improvement, Series 63, Employee Benefits, Strategic Planning, Portfolio Management, Benefits Administration, Outlook, Customer Service, Financial Services, Leadership, Defined Benefit, Asset Allocation
Education
University of Colorado Colorado Springs 2001 — 2003
MBA, Management
University of Northwestern - St. Paul 1995 — 1999
B.S, B.S, Minor, Finance, Biblical Studies, Social Sciences
KPHS 1991 — 1995
The William and Harriet Gould Foundation February 2011 - Present
Independent Consultant January 2011 - Present
American Funds August 2010 - December 2010
American Funds May 2008 - August 2010
T Rowe Price December 2006 - April 2008
T. Rowe Price March 2000 - December 2006
Conseco Finance 1999 - 1999
Skills
401k, Excel, Retirement Plans, Blogging, Retirement, Microsoft Excel, Retirement Planning, Management, Finance, ERISA, Series 6, Process Improvement, Series 63, Employee Benefits, Strategic Planning, Portfolio Management, Benefits Administration, Outlook, Customer Service, Financial Services, Leadership, Defined Benefit, Asset Allocation
Education
University of Colorado Colorado Springs 2001 — 2003
MBA, Management
University of Northwestern - St. Paul 1995 — 1999
B.S, B.S, Minor, Finance, Biblical Studies, Social Sciences
KPHS 1991 — 1995
Daniel Chaidez Daniel Chaidez's American Funds Experience November 2013 - Present
Job Sales Support Coordinator at American Funds
Industry Investment Management
Experience
American Funds November 2013 - Present
American Funds November 2011 - November 2013
American Funds June 2008 - November 2011
Washington Mutual February 2006 - May 2008
Skills
Salesforce.com, Marketing, Project Management, Customer Service, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Negotiation, Management, Strategic Planning, Team Leadership, Leadership, Market Research, Financial Analysis, Financial Services, Marketing Strategy, Event Planning, Marketing Communications, Finance
Education
University of California, Riverside 2001 — 2005
Bachelor's Degree, Political Science with Spanish minor
American Funds November 2013 - Present
American Funds November 2011 - November 2013
American Funds June 2008 - November 2011
Washington Mutual February 2006 - May 2008
Skills
Salesforce.com, Marketing, Project Management, Customer Service, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Negotiation, Management, Strategic Planning, Team Leadership, Leadership, Market Research, Financial Analysis, Financial Services, Marketing Strategy, Event Planning, Marketing Communications, Finance
Education
University of California, Riverside 2001 — 2005
Bachelor's Degree, Political Science with Spanish minor
Jennifer Kremer Jennifer Kremer's American Funds Experience November 2008 - August 2010
Job Senior Financial Consultant, Individual Client Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Phone Pro August 2010 - July 2011
American Funds November 2008 - August 2010
Fidelity Investments November 2007 - November 2008
TIAA-CREF August 2005 - November 2007
Merrill Lynch April 2002 - August 2005
Accenture January 2000 - February 2002
Education
University of Dayton 1995 — 1999
Bachelors of Science, Business Adminsatration
TIAA-CREF July 2011 - Present
Phone Pro August 2010 - July 2011
American Funds November 2008 - August 2010
Fidelity Investments November 2007 - November 2008
TIAA-CREF August 2005 - November 2007
Merrill Lynch April 2002 - August 2005
Accenture January 2000 - February 2002
Education
University of Dayton 1995 — 1999
Bachelors of Science, Business Adminsatration
Wei Hwa Chan's American Funds Experience November 2013 - Present
Job Retirement Plan Service Representative
Industry Financial Services
Experience
American Funds November 2013 - Present
West Orange County Regional Chamber Commerece April 2013 - November 2013
Servpro of Buena Park January 2011 - November 2013
Buena Park Rotary 2012 - 2013
Servpro of Buena Park 2008 - 2011
Skills
Business, Business Strategy, Communication, Motivation, Economics, Sportsman, Microsoft Excel, Small Business, Cost Engineering, Networking
Education
University of California, Irvine 2005 — 2010
Business Economics
American Funds November 2013 - Present
West Orange County Regional Chamber Commerece April 2013 - November 2013
Servpro of Buena Park January 2011 - November 2013
Buena Park Rotary 2012 - 2013
Servpro of Buena Park 2008 - 2011
Skills
Business, Business Strategy, Communication, Motivation, Economics, Sportsman, Microsoft Excel, Small Business, Cost Engineering, Networking
Education
University of California, Irvine 2005 — 2010
Business Economics
Emily Rhodes Emily Rhodes's American Funds Experience August 2009 - January 2010
Job Owner, Upright Cleaning, LLC
Industry Real Estate
Experience
Upright Cleaning September 2010 - Present
American Funds August 2009 - January 2010
Skills
Real Estate, Selling, Contract Negotiations, Residential, cleaning, Janitorial Services, Office cleaning, Make ready cleaning, Cleaning, Residential Homes, Contract Negotiation, Customer Service, Property Management, Negotiation, Networking, Entrepreneurship, Foreclosures, Real Estate Transactions, Leases, Small Business, Sellers, Commercial Real Estate, Marketing, Sales, Team Building, Strategic Planning
Education
University of Houston
Associates, Business Management
Upright Cleaning September 2010 - Present
American Funds August 2009 - January 2010
Skills
Real Estate, Selling, Contract Negotiations, Residential, cleaning, Janitorial Services, Office cleaning, Make ready cleaning, Cleaning, Residential Homes, Contract Negotiation, Customer Service, Property Management, Negotiation, Networking, Entrepreneurship, Foreclosures, Real Estate Transactions, Leases, Small Business, Sellers, Commercial Real Estate, Marketing, Sales, Team Building, Strategic Planning
Education
University of Houston
Associates, Business Management
Thomas Halloran Thomas Halloran's American Funds Experience June 2013 - Present
Job Offshore Sales at Capital Group/ American Funds
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
American Funds June 2013 - Present
Citi May 2012 - June 2013
Bank of America Merrill Lynch October 2005 - May 2012
Skills
Portfolio Management, Investment Advisory, Relationship Management, Risk Management, Trading Strategies, Idea Generation, Mutual Funds, Hedge Funds, Managed Futures, Private Equity, Equities, Fixed Income, Emerging Markets
Education
University of Florida 2001 — 2005
Master's degree, International Business
Chaminade Madonna
Merrill Lynch May 2015 - Present
American Funds June 2013 - Present
Citi May 2012 - June 2013
Bank of America Merrill Lynch October 2005 - May 2012
Skills
Portfolio Management, Investment Advisory, Relationship Management, Risk Management, Trading Strategies, Idea Generation, Mutual Funds, Hedge Funds, Managed Futures, Private Equity, Equities, Fixed Income, Emerging Markets
Education
University of Florida 2001 — 2005
Master's degree, International Business
Chaminade Madonna
Marie V. Salcedo Marie V. Salcedo's American Funds Experience March 1989 - April 1994
Job Industry Marketing Manager at Kronos
Industry Computer Software
Experience
Kronos May 2011 - Present
PDSI, Principal Decision Systems International (Acquired by Kronos in May, 2010) January 2004 - May 2010
Citigroup Solomon Smith Barney (formerly The Geneva Companies) July 1998 - April 2003
Citigroup Solomon Smith Barney (formerly The Geneva Companies) June 1997 - July 1998
American Funds March 1989 - April 1994
Skills
Lead Generation, Market Research, Marketing Strategy, Event Management, Message Development, Collateral, Leadership, Management, Sales, Marketing Research, Trade Shows, Analysis, Marketing, Sales Process, Cloud Computing, Brand Awareness, Pricing
Education
The University of California, Irvine
Bachelor of Arts (B.A.), English, Dean's Honor List
University of California, Irvine
Bachelor of Arts (B.A.), English Language and Literature/Letters
Kronos May 2011 - Present
PDSI, Principal Decision Systems International (Acquired by Kronos in May, 2010) January 2004 - May 2010
Citigroup Solomon Smith Barney (formerly The Geneva Companies) July 1998 - April 2003
Citigroup Solomon Smith Barney (formerly The Geneva Companies) June 1997 - July 1998
American Funds March 1989 - April 1994
Skills
Lead Generation, Market Research, Marketing Strategy, Event Management, Message Development, Collateral, Leadership, Management, Sales, Marketing Research, Trade Shows, Analysis, Marketing, Sales Process, Cloud Computing, Brand Awareness, Pricing
Education
The University of California, Irvine
Bachelor of Arts (B.A.), English, Dean's Honor List
University of California, Irvine
Bachelor of Arts (B.A.), English Language and Literature/Letters
Cecile Jackson Cecile Jackson's American Funds Experience 2001 - 2013
Job Facility Administrator
Industry Recreational Facilities and Services
Experience
Concoa November 2014 - Present
Virginia beach parks and recreation July 2014 - Present
Aflac October 2013 - May 2014
American Funds 2001 - 2013
GE/Montgomery Wards January 1988 - January 2001
Skills
Process Improvement, Customer Service, Customer Retention, Lotus Notes, Call Centers, Training, Management, Leadership, IEX Total View, TA2000, Entire Connection, AWD, Smart Desk, Salesforce.com, Employee Benefits, Health Insurance, Insurance, Customer Experience, Mutual Funds, Financial Services, Retirement, Retirement Planning, Microsoft Excel, Customer Satisfaction, Life Insurance, Microsoft Word, Claim, Microsoft Office, Healthcare
Education
Virginia Bureau of Insurance 2013 — 2013
Health/Health Care Administration/Management
University of Cincinnati 1983 — 1987
Court Reporting and Business Administration
Concoa November 2014 - Present
Virginia beach parks and recreation July 2014 - Present
Aflac October 2013 - May 2014
American Funds 2001 - 2013
GE/Montgomery Wards January 1988 - January 2001
Skills
Process Improvement, Customer Service, Customer Retention, Lotus Notes, Call Centers, Training, Management, Leadership, IEX Total View, TA2000, Entire Connection, AWD, Smart Desk, Salesforce.com, Employee Benefits, Health Insurance, Insurance, Customer Experience, Mutual Funds, Financial Services, Retirement, Retirement Planning, Microsoft Excel, Customer Satisfaction, Life Insurance, Microsoft Word, Claim, Microsoft Office, Healthcare
Education
Virginia Bureau of Insurance 2013 — 2013
Health/Health Care Administration/Management
University of Cincinnati 1983 — 1987
Court Reporting and Business Administration
Ryan Lozano Ryan Lozano's American Funds Experience August 2015 - Present
Job Internal Wholesaler, American Funds, Capital Group
Industry Investment Management
Experience
American Funds August 2015 - Present
SchoolsFirst Federal Credit Union July 2007 - July 2015
SchoolsFirst Federal Credit Union, formerly OCTFCU August 2003 - July 2007
Bank of the West June 2001 - July 2003
Skills
Retirement Planning, Personal Financial..., Investment Banking, 403b/457 supplemental..., Fixed Annuities, CalSTRS, Relationship Management, Pensions, World Class Customer..., Third Party..., 529 Plans, Membership Development, Financial Advisory, Series 63, Life Insurance, Mutual Funds, Credit Unions, CalPERS
Education
University of California, Irvine
Personal Financial Planning Certificate, Financial Planning and Services
Certified Financial Planner
California State Fullerton 2004 — 2007
Bachelor's degree, Industrial and Organizational Psychology
American Funds August 2015 - Present
SchoolsFirst Federal Credit Union July 2007 - July 2015
SchoolsFirst Federal Credit Union, formerly OCTFCU August 2003 - July 2007
Bank of the West June 2001 - July 2003
Skills
Retirement Planning, Personal Financial..., Investment Banking, 403b/457 supplemental..., Fixed Annuities, CalSTRS, Relationship Management, Pensions, World Class Customer..., Third Party..., 529 Plans, Membership Development, Financial Advisory, Series 63, Life Insurance, Mutual Funds, Credit Unions, CalPERS
Education
University of California, Irvine
Personal Financial Planning Certificate, Financial Planning and Services
Certified Financial Planner
California State Fullerton 2004 — 2007
Bachelor's degree, Industrial and Organizational Psychology
Frank Goebel, Life4orceTouch, NCTMB Frank Goebel, Life4orceTouch, NCTMB's American Funds Experience June 1993 - June 2009
Job Owner of Life4orceTouch, Nationally Certified Massage Therapist Awarded 2015 and 2013 Best in Philly Massage
Industry Health, Wellness and Fitness
Experience
Life4orceTouch - Your Massage Resource December 2009 - Present
Prenetworking.net 2011 - 2011
American Funds June 1993 - June 2009
United States AirForce June 1978 - December 1992
Skills
Therapeutic Massage, Reiki, Mutual Funds, Deep Tissue Massage, Investments, Pain Management, Bodywork, Swedish, Aromatherapy, Shiatsu, Small Business, Training, Employee Benefits, Healing Touch, Series 6, Holistic Health, Financial Services, 401k, Strategic Financial..., Therapists, Retirement, Asset Allocation, Insurance, Alternative Investments, Series 63, Relationship Management, Retirement Planning, Personal Development, Leadership, Public Speaking, Strategic Planning, Customer Service, Management
Education
Massage Arts Center of Philadelphia 2009 — 2010
Massage, CMT, Therapeutic Swedish Massage, Myofascial Release Therapy and Shiatsu
University of Maryland University College 1980 — 1989
Business Administration
Life4orceTouch - Your Massage Resource December 2009 - Present
Prenetworking.net 2011 - 2011
American Funds June 1993 - June 2009
United States AirForce June 1978 - December 1992
Skills
Therapeutic Massage, Reiki, Mutual Funds, Deep Tissue Massage, Investments, Pain Management, Bodywork, Swedish, Aromatherapy, Shiatsu, Small Business, Training, Employee Benefits, Healing Touch, Series 6, Holistic Health, Financial Services, 401k, Strategic Financial..., Therapists, Retirement, Asset Allocation, Insurance, Alternative Investments, Series 63, Relationship Management, Retirement Planning, Personal Development, Leadership, Public Speaking, Strategic Planning, Customer Service, Management
Education
Massage Arts Center of Philadelphia 2009 — 2010
Massage, CMT, Therapeutic Swedish Massage, Myofascial Release Therapy and Shiatsu
University of Maryland University College 1980 — 1989
Business Administration
Altay Seymen, QPA, QKA Altay Seymen, QPA, QKA's American Funds Experience October 2001 - July 2013
Job Retirement Plan Coordinator at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price July 2013 - Present
American Funds October 2001 - July 2013
Towers Perrin January 1996 - July 2001
Arthur J. Gallagher & Co. July 1999 - June 2000
Skills
Plan Administration, Compliance Testing, Record Keeping, Retirement Plan..., Conversions, 401k, Plan Design, ERISA, Retirement Services, Customer Relations, Retirement, Mutual Funds, Retirement Planning, Investments, Financial Analysis, Series 6, 529 Plans, Series 63, Qualified Retirement..., FINRA, Defined Contribution, Customer Service, Securities, Pensions, 401k Rollovers, IRAs, Financial Services, Asset Allocation, 403 b
Education
University of Southern California 1991 — 1995
Business, Finance
T. Rowe Price July 2013 - Present
American Funds October 2001 - July 2013
Towers Perrin January 1996 - July 2001
Arthur J. Gallagher & Co. July 1999 - June 2000
Skills
Plan Administration, Compliance Testing, Record Keeping, Retirement Plan..., Conversions, 401k, Plan Design, ERISA, Retirement Services, Customer Relations, Retirement, Mutual Funds, Retirement Planning, Investments, Financial Analysis, Series 6, 529 Plans, Series 63, Qualified Retirement..., FINRA, Defined Contribution, Customer Service, Securities, Pensions, 401k Rollovers, IRAs, Financial Services, Asset Allocation, 403 b
Education
University of Southern California 1991 — 1995
Business, Finance
Kevin Easley Kevin Easley's American Funds Experience May 2012 - Present
Job Retirement Plan Counselor at American Funds
Industry Financial Services
Experience
American Funds May 2012 - Present
The Hartford February 2004 - April 2012
Education
University of North Carolina at Chapel Hill
Economics
American Funds May 2012 - Present
The Hartford February 2004 - April 2012
Education
University of North Carolina at Chapel Hill
Economics
Jeffrey C. Denny Jeffrey C. Denny's American Funds Experience November 2007 - 2009
Job Senior Regional Director / Vice President @ Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2012 - Present
Behringer Harvard December 2010 - February 2012
Collegiate Archives & Marketing October 2009 - November 2010
American Funds November 2007 - 2009
DWS Investments 2004 - 2007
Columbia Management 2000 - 2004
Skills
Series 7, Mutual Funds, Asset Management, Investments, Wealth Management, Alternative Investments, Asset Allocation, Financial Advisory, Securities, Series 63
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Arts, Economics
Neuberger Berman February 2012 - Present
Behringer Harvard December 2010 - February 2012
Collegiate Archives & Marketing October 2009 - November 2010
American Funds November 2007 - 2009
DWS Investments 2004 - 2007
Columbia Management 2000 - 2004
Skills
Series 7, Mutual Funds, Asset Management, Investments, Wealth Management, Alternative Investments, Asset Allocation, Financial Advisory, Securities, Series 63
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Arts, Economics
Chad Guzinski Chad Guzinski's American Funds Experience June 2002 - January 2005
Job Business Development Midwest at Blue Ridge ESOP Associates
Industry Financial Services
Experience
Blue Ridge ESOP Associates October 2011 - Present
ADP Retirement Services April 2011 - October 2011
Digital Retirement Solutions August 2007 - May 2010
Great-West Life and Annuity Insurance Company September 2006 - June 2007
M&T Bank June 2005 - July 2006
American Funds June 2002 - January 2005
Skills
Strategy, Business Development, Sales, Strategic Planning, Retirement, Leadership, 401k, Negotiation, Employee Benefits
Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Business Administration and Management/Psychology
Blue Ridge ESOP Associates October 2011 - Present
ADP Retirement Services April 2011 - October 2011
Digital Retirement Solutions August 2007 - May 2010
Great-West Life and Annuity Insurance Company September 2006 - June 2007
M&T Bank June 2005 - July 2006
American Funds June 2002 - January 2005
Skills
Strategy, Business Development, Sales, Strategic Planning, Retirement, Leadership, 401k, Negotiation, Employee Benefits
Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Business Administration and Management/Psychology
Chris Kennedy, AIF® Chris Kennedy, AIF®'s American Funds Experience August 2012 - Present
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds August 2012 - Present
MassMutual Financial Group January 2007 - September 2012
ING May 2004 - December 2007
Principal Financial Group May 1994 - May 2004
Skills
Retirement, Pensions, 401k, Series 7, Series 63, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Series 6, Defined Benefit, ERISA, Retirement Plan..., Financial Advisory, Defined Contribution, Qualified Retirement...
Education
University of Iowa 1990 — 1994
BA, Political Science
American Funds August 2012 - Present
MassMutual Financial Group January 2007 - September 2012
ING May 2004 - December 2007
Principal Financial Group May 1994 - May 2004
Skills
Retirement, Pensions, 401k, Series 7, Series 63, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Series 6, Defined Benefit, ERISA, Retirement Plan..., Financial Advisory, Defined Contribution, Qualified Retirement...
Education
University of Iowa 1990 — 1994
BA, Political Science
Elizabeth O'Parka Elizabeth O'Parka's American Funds Experience November 2005 - July 2009
Job HR Analyst III at The City of Virginia Beach
Industry Professional Training & Coaching
Experience
The City of Virginia Beach October 2009 - Present
American Funds November 2005 - July 2009
Education
University of Pittsburgh
Bachelor of Science, Business, Psychology
The City of Virginia Beach October 2009 - Present
American Funds November 2005 - July 2009
Education
University of Pittsburgh
Bachelor of Science, Business, Psychology
Steven McKissick Steven McKissick's American Funds Experience May 1997 - October 2003
Job Senior Consultant at EBUSINESS STRATEGIES LLC
Industry Real Estate
Experience
EBUSINESS STRATEGIES LLC August 2013 - Present
Jacobs Engineering January 2012 - August 2013
Chevron November 2004 - February 2012
Dell October 2003 - November 2004
Hewlett-Packard December 2000 - October 2003
American Funds May 1997 - October 2003
United States Air Force 1993 - 1997
Skills
Project Management, Project Planning, Quality Assurance, Data Center, Business Process, Testing, Management, Team Building, Software Development, MS Project, Enterprise Software, Strategy, Program Management, Leadership, Business Process..., Change Management, Microsoft Project
Education
University of Houston 1993 — 1995
EBUSINESS STRATEGIES LLC August 2013 - Present
Jacobs Engineering January 2012 - August 2013
Chevron November 2004 - February 2012
Dell October 2003 - November 2004
Hewlett-Packard December 2000 - October 2003
American Funds May 1997 - October 2003
United States Air Force 1993 - 1997
Skills
Project Management, Project Planning, Quality Assurance, Data Center, Business Process, Testing, Management, Team Building, Software Development, MS Project, Enterprise Software, Strategy, Program Management, Leadership, Business Process..., Change Management, Microsoft Project
Education
University of Houston 1993 — 1995
Justin Byrd's American Funds Experience February 2015 - Present
Job Senior Advisor Marketing Representative at American Funds
Industry Financial Services
Experience
American Funds February 2015 - Present
American Funds September 2014 - February 2015
American Funds November 2013 - September 2014
Boone County National Bank May 2011 - April 2013
Nicklas Financial Companies June 2012 - July 2012
Hartman Family Farms May 2008 - August 2010
Pizza Hut October 2005 - June 2007
Skills
Deposits, Banking, Retail Banking, Finance, Time Management, Cash Management, Strategic Financial..., Investments, Financial Analysis, Leadership, Insurance, Sales, Microsoft Word, Underwriting, Microsoft Excel, Marketing, Customer Service, Data Entry, Loans, PowerPoint, Commercial Lending, Mortgage Lending, Credit Analysis, Teamwork, Management, Data Analysis, Outlook, Strategic Planning, Team Building, Microsoft Office, Inventory Management, Training, Social Networking, Public Speaking, Nonprofits, Social Media, Leadership Development, Event Planning, Public Relations, Social Media Marketing, Research, Communication, Facebook, Financial Services, Mutual Funds, Salesforce.com, Marketing Strategy
Education
University of Missouri-Columbia 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
APICIUS International School of Hospitality 2010 — 2010
6 credits toward BS, Nutrition Sciences
American Funds February 2015 - Present
American Funds September 2014 - February 2015
American Funds November 2013 - September 2014
Boone County National Bank May 2011 - April 2013
Nicklas Financial Companies June 2012 - July 2012
Hartman Family Farms May 2008 - August 2010
Pizza Hut October 2005 - June 2007
Skills
Deposits, Banking, Retail Banking, Finance, Time Management, Cash Management, Strategic Financial..., Investments, Financial Analysis, Leadership, Insurance, Sales, Microsoft Word, Underwriting, Microsoft Excel, Marketing, Customer Service, Data Entry, Loans, PowerPoint, Commercial Lending, Mortgage Lending, Credit Analysis, Teamwork, Management, Data Analysis, Outlook, Strategic Planning, Team Building, Microsoft Office, Inventory Management, Training, Social Networking, Public Speaking, Nonprofits, Social Media, Leadership Development, Event Planning, Public Relations, Social Media Marketing, Research, Communication, Facebook, Financial Services, Mutual Funds, Salesforce.com, Marketing Strategy
Education
University of Missouri-Columbia 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
APICIUS International School of Hospitality 2010 — 2010
6 credits toward BS, Nutrition Sciences
Casey Gaynor's American Funds Experience July 2002 - December 2002
Job Systems Analyst @ Eli Lilly & Company
Industry Pharmaceuticals
Experience
Eli Lilly & Company August 2003 - Present
Indiana High School Athletic Association September 1998 - Present
5 Brothers FFL 1995 - 2013
Citizens Gas April 2003 - June 2003
Port-2-Port Consulting March 2003 - April 2003
American Funds July 2002 - December 2002
Broadwing Communications December 1999 - November 2001
KSM Consulting September 1997 - December 1999
Unitel May 1993 - August 1997
National Wine & Spirits, Inc. July 1992 - April 1993
Education
University of Dayton 1985 — 1990
BS, Business Administration (MIS)
Cardinal Ritter High School 1981 — 1985
Yes, Math, Science, Computers
St. Gabriel Catholic School 1973 — 1981
Yes
Eli Lilly & Company August 2003 - Present
Indiana High School Athletic Association September 1998 - Present
5 Brothers FFL 1995 - 2013
Citizens Gas April 2003 - June 2003
Port-2-Port Consulting March 2003 - April 2003
American Funds July 2002 - December 2002
Broadwing Communications December 1999 - November 2001
KSM Consulting September 1997 - December 1999
Unitel May 1993 - August 1997
National Wine & Spirits, Inc. July 1992 - April 1993
Education
University of Dayton 1985 — 1990
BS, Business Administration (MIS)
Cardinal Ritter High School 1981 — 1985
Yes, Math, Science, Computers
St. Gabriel Catholic School 1973 — 1981
Yes
Benjamin Gibbs Benjamin Gibbs's American Funds Experience January 2014 - July 2015
Job Prospective Juris Doctor
Industry Law Practice
Experience
American Funds January 2014 - July 2015
Applied Medical July 2012 - August 2012
Orange Coast College September 2011 - December 2011
Applied Medical June 2011 - December 2011
Churm Media February 2011 - May 2011
Skills
Workflow Design, Analytical Writing, Adobe Software, Apple Software, Public Speaking, Customer Relations, Marketing, Photography, Customer Service, Facebook, Copy Editing, Magazines, Photoshop, Microsoft Office, Microsoft Excel, PowerPoint, Editing, Digital Photography, 80 WPM
Education
University of California, Hastings College of the Law 2015 — 2018
Juris Doctor
UC Berkeley 2011 — 2013
Philosophy, Pre-Law
Orange Coast College 2009 — 2011
Philosophy
Foothill High school 2005 — 2009
American Funds January 2014 - July 2015
Applied Medical July 2012 - August 2012
Orange Coast College September 2011 - December 2011
Applied Medical June 2011 - December 2011
Churm Media February 2011 - May 2011
Skills
Workflow Design, Analytical Writing, Adobe Software, Apple Software, Public Speaking, Customer Relations, Marketing, Photography, Customer Service, Facebook, Copy Editing, Magazines, Photoshop, Microsoft Office, Microsoft Excel, PowerPoint, Editing, Digital Photography, 80 WPM
Education
University of California, Hastings College of the Law 2015 — 2018
Juris Doctor
UC Berkeley 2011 — 2013
Philosophy, Pre-Law
Orange Coast College 2009 — 2011
Philosophy
Foothill High school 2005 — 2009
Christina Wakeman Christina Wakeman's American Funds Experience September 2012 - August 2013
Job MBA Candidate at USC Marshall School of Busines
Industry Investment Management
Experience
Capital Group July 2014 - Present
Capital Group August 2013 - July 2014
American Funds September 2012 - August 2013
American Funds November 2010 - September 2012
American Funds March 2008 - November 2010
Skills
Management, Strategic Planning, Process Improvement, Human Resources, Team Leadership, Leadership, Vendor Management, Talent Acquisition, Financial Services, Customer Service, Marketing, Recruiting, Analysis, Talent Management, Training, Onboarding, Market Research, Financial Analysis, Financial Modeling, Marketing Strategy, Marketing Communications, BrassRing, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office
Education
University of Southern California 2013 — 2016
Master of Business Administration (MBA)
University of Southern California
Business Administration, Global Management
Capital Group July 2014 - Present
Capital Group August 2013 - July 2014
American Funds September 2012 - August 2013
American Funds November 2010 - September 2012
American Funds March 2008 - November 2010
Skills
Management, Strategic Planning, Process Improvement, Human Resources, Team Leadership, Leadership, Vendor Management, Talent Acquisition, Financial Services, Customer Service, Marketing, Recruiting, Analysis, Talent Management, Training, Onboarding, Market Research, Financial Analysis, Financial Modeling, Marketing Strategy, Marketing Communications, BrassRing, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office
Education
University of Southern California 2013 — 2016
Master of Business Administration (MBA)
University of Southern California
Business Administration, Global Management
Jonathan Ament's American Funds Experience April 2012 - September 2014
Job Investment/Portfolio Specialist
Industry Financial Services
Experience
Raymond James (USA) Ltd. April 2015 - Present
Kovack Securities September 2014 - April 2015
American Funds April 2012 - September 2014
J.P. Morgan January 2010 - April 2012
Wilmington Trust January 2008 - March 2009
Smith Barney August 2006 - January 2008
Skills
Mutual Funds, Portfolio Management, Equities, Series 7, FINRA, Investments, Investment Management, Wealth Management, Asset Management, Financial Services, Retirement Planning, Uniform Combined State..., Valuation, Derivatives, Strategic Financial..., Asset Allocation, Alternative Investments, Investment Strategies, Securities, Bloomberg, Bonds, Investment Advisory, Hedge Funds, 401k, Financial Advisory, Options, Separately Managed..., Fund Of Funds, Trading, Fixed Income, Retirement, Life Insurance
Education
University of South Carolina-Columbia 2002 — 2006
B.A, Economics
Sanford School 1999 — 2002
CFA Institute
Passed Level I of the CFA Program, Passed Level I of the CFA Program
Raymond James (USA) Ltd. April 2015 - Present
Kovack Securities September 2014 - April 2015
American Funds April 2012 - September 2014
J.P. Morgan January 2010 - April 2012
Wilmington Trust January 2008 - March 2009
Smith Barney August 2006 - January 2008
Skills
Mutual Funds, Portfolio Management, Equities, Series 7, FINRA, Investments, Investment Management, Wealth Management, Asset Management, Financial Services, Retirement Planning, Uniform Combined State..., Valuation, Derivatives, Strategic Financial..., Asset Allocation, Alternative Investments, Investment Strategies, Securities, Bloomberg, Bonds, Investment Advisory, Hedge Funds, 401k, Financial Advisory, Options, Separately Managed..., Fund Of Funds, Trading, Fixed Income, Retirement, Life Insurance
Education
University of South Carolina-Columbia 2002 — 2006
B.A, Economics
Sanford School 1999 — 2002
CFA Institute
Passed Level I of the CFA Program, Passed Level I of the CFA Program
Emily Gross Emily Gross's American Funds Experience January 2008 - March 2013
Job West Coast Sales Consultant
Industry Financial Services
Experience
Beaumont Capital Management (BCM) June 2015 - Present
Braver Capital Management November 2013 - June 2015
Principal Financial Group March 2013 - November 2013
American Funds January 2008 - March 2013
Eaton Vance May 2006 - December 2007
Putnam Investments January 2004 - March 2006
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (B.A.), Psychology
Framingham High
Beaumont Capital Management (BCM) June 2015 - Present
Braver Capital Management November 2013 - June 2015
Principal Financial Group March 2013 - November 2013
American Funds January 2008 - March 2013
Eaton Vance May 2006 - December 2007
Putnam Investments January 2004 - March 2006
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (B.A.), Psychology
Framingham High
Konnie Brush Konnie Brush's American Funds Experience October 2005 - April 2013
Job Control Analyst at Capital Group Private Client Services
Industry Investment Management
Experience
Capital Group Private Client Services April 2015 - Present
Capital Group Private Client Services September 2013 - Present
Capital Group Private Client Services April 2013 - August 2013
American Funds October 2005 - April 2013
The Capital Group Companies December 2009 - July 2011
Skills
Microsoft Excel, Mutual Funds, PowerPoint, Customer Service, Onboarding, College Recruiting, Microsoft Office, Lotus Notes, Building Relationships, Time Management, Talent Acquisition, Outlook
Education
University of San Diego 2001 — 2005
BBA, Business Administration, Marketing
Capital Group Private Client Services April 2015 - Present
Capital Group Private Client Services September 2013 - Present
Capital Group Private Client Services April 2013 - August 2013
American Funds October 2005 - April 2013
The Capital Group Companies December 2009 - July 2011
Skills
Microsoft Excel, Mutual Funds, PowerPoint, Customer Service, Onboarding, College Recruiting, Microsoft Office, Lotus Notes, Building Relationships, Time Management, Talent Acquisition, Outlook
Education
University of San Diego 2001 — 2005
BBA, Business Administration, Marketing
Misha Stewart Misha Stewart's American Funds Experience 2008 - 2009
Job Product Lead at My Crop Technologies Quoting & Licensing
Industry Information Technology and Services
Experience
My Crop Technologies April 2015 - Present
My Crop Technologies (formerly AgWorks, LLC) June 2014 - March 2015
Northwest Farm Credit Services October 2012 - May 2014
Northwest Farm Credit Services April 2010 - October 2012
American Funds 2008 - 2009
Global Crossroad, LLC January 2007 - December 2007
Skills
Insurance, Business Analysis, Process Improvement, Microsoft Office, Management, Microsoft Excel, Project Management, Customer Service, Investments, Time Management, Risk Management, Marketing, Team Building
Education
University of North Texas 2006 — 2009
Master of Business Administration
University of New Orleans 2002 — 2005
Bachelor of Science, Psychology
My Crop Technologies April 2015 - Present
My Crop Technologies (formerly AgWorks, LLC) June 2014 - March 2015
Northwest Farm Credit Services October 2012 - May 2014
Northwest Farm Credit Services April 2010 - October 2012
American Funds 2008 - 2009
Global Crossroad, LLC January 2007 - December 2007
Skills
Insurance, Business Analysis, Process Improvement, Microsoft Office, Management, Microsoft Excel, Project Management, Customer Service, Investments, Time Management, Risk Management, Marketing, Team Building
Education
University of North Texas 2006 — 2009
Master of Business Administration
University of New Orleans 2002 — 2005
Bachelor of Science, Psychology
Jason Forst's American Funds Experience December 2006 - June 2015
Job
Industry Investment Management
Experience
American Funds December 2006 - June 2015
Whitton Plumbing July 2005 - December 2006
UPS July 2002 - July 2005
Skills
Investments, Customer Service, Mutual Funds, Microsoft Excel, Financial Services, Microsoft Office, Leadership, Financial Analysis, Equities, Asset Management, Management, Portfolio Management, Team Building, Business Analysis, Process Improvement, Risk Management
Education
University of Phoenix 2004 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
American Funds December 2006 - June 2015
Whitton Plumbing July 2005 - December 2006
UPS July 2002 - July 2005
Skills
Investments, Customer Service, Mutual Funds, Microsoft Excel, Financial Services, Microsoft Office, Leadership, Financial Analysis, Equities, Asset Management, Management, Portfolio Management, Team Building, Business Analysis, Process Improvement, Risk Management
Education
University of Phoenix 2004 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Elizabeth Koster Elizabeth Koster's American Funds Experience February 1987 - Present
Job Sr. Manager, Internal Sales Vice President at American Funds
Industry Financial Services
Experience
American Funds February 1987 - Present
Skills
Series 6, Series 63, Series 51, Series 26, Professional Plan...
Education
University of Idaho
American Funds February 1987 - Present
Skills
Series 6, Series 63, Series 51, Series 26, Professional Plan...
Education
University of Idaho
Larry Thatt Larry Thatt's American Funds Experience 1994 - 2009
Job Marketing Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2013 - Present
Business Hat Communications 2009 - 2012
American Funds 1994 - 2009
First Interstate Bank 1986 - 1994
Stellar Communications 1985 - 1986
Nestlé USA / Carnation Company 1979 - 1985
Video Arts 1977 - 1979
Skills
Marketing Communications, Content Development, Marketing Strategy, Copywriting, Web Development, Video Production, Editing, Advertising, Corporate Communications, Product Marketing, Leadership, Marketing, Management, Training, Investments
Education
University of California, Los Angeles 1973 — 1977
B.A., Economics
Westchester High School
Franklin Templeton Investments 2013 - Present
Business Hat Communications 2009 - 2012
American Funds 1994 - 2009
First Interstate Bank 1986 - 1994
Stellar Communications 1985 - 1986
Nestlé USA / Carnation Company 1979 - 1985
Video Arts 1977 - 1979
Skills
Marketing Communications, Content Development, Marketing Strategy, Copywriting, Web Development, Video Production, Editing, Advertising, Corporate Communications, Product Marketing, Leadership, Marketing, Management, Training, Investments
Education
University of California, Los Angeles 1973 — 1977
B.A., Economics
Westchester High School
Jerry Berg, AIF®'s American Funds Experience January 2014 - Present
Job Regional Vice President | Retirement Plan Counselor | American Funds
Industry Financial Services
Experience
American Funds January 2014 - Present
American Funds January 2012 - January 2014
OneAmerica Financial Partners Inc. 2008 - 2012
Merrill Lynch 2005 - 2008
Skills
Retirement Planning, Series 7, FINRA, Financial Planners, Insurance, Finance, Mutual Funds, Series 63, 401k, Sales, Retirement, Asset Allocation, Investments, Series 6, Wealth Management, Financial Services
Education
University of Evansville 2000 — 2004
Bachelor of Science (B.S.), Global Business, Political Science
Harlaxton College 2003 — 2003
British Studies
American Funds January 2014 - Present
American Funds January 2012 - January 2014
OneAmerica Financial Partners Inc. 2008 - 2012
Merrill Lynch 2005 - 2008
Skills
Retirement Planning, Series 7, FINRA, Financial Planners, Insurance, Finance, Mutual Funds, Series 63, 401k, Sales, Retirement, Asset Allocation, Investments, Series 6, Wealth Management, Financial Services
Education
University of Evansville 2000 — 2004
Bachelor of Science (B.S.), Global Business, Political Science
Harlaxton College 2003 — 2003
British Studies
Christina Owen Christina Owen's American Funds Experience 2010 - 2012
Job Sales Trainer at Oppenheimer Funds
Industry Investment Management
Experience
OppenheimerFunds October 2014 - Present
Oppenheimer Funds March 2012 - October 2014
American Funds 2010 - 2012
Edward Jones 2007 - 2010
Skills
Mutual Funds, Investments, Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Equities, Asset Management, Valuation, Microsoft Office, Financial Analysis, Financial Modeling, Private Equity, Fixed Income, Asset Managment, Securities, Wealth Management, Investment Strategies, Series 24, Sales Trainings, Series 63
Education
University of Colorado at Colorado Springs 2002 — 2007
Bachelor of Arts (B.A.), Economics
OppenheimerFunds October 2014 - Present
Oppenheimer Funds March 2012 - October 2014
American Funds 2010 - 2012
Edward Jones 2007 - 2010
Skills
Mutual Funds, Investments, Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Equities, Asset Management, Valuation, Microsoft Office, Financial Analysis, Financial Modeling, Private Equity, Fixed Income, Asset Managment, Securities, Wealth Management, Investment Strategies, Series 24, Sales Trainings, Series 63
Education
University of Colorado at Colorado Springs 2002 — 2007
Bachelor of Arts (B.A.), Economics
Matt Sonefeldt Matt Sonefeldt's American Funds Experience September 2001 - June 2003
Job Head of Investor Education, LinkedIn
Industry Internet
Experience
LinkedIn July 2011 - Present
The Aspen Institute July 2013 - Present
Capital Group August 2004 - July 2011
AmeriCorps August 2003 - June 2004
American Funds September 2001 - June 2003
Skills
Financial Modeling, Strategic Planning, Business Valuation, Fundraising, Valuation, Financial Analysis, Strategic Partnerships, Risk Analysis, Due Diligence, DCF, Forecasting, Equity Research, Non-profits, Business Planning, Investor Relations, Corporate Positioning, Capital Allocation, Investments, Equities, Business Strategy, Competitive Analysis, Research, Analysis, Economics, Sustainable Development, Market Research, Nonprofits
Education
Presidio Graduate School 2008 — 2010
MBA, Sustainable Business Management
UCLA 1997 — 2001
BA, Interpersonal Communications, Education, Magna Cum Laude
LinkedIn July 2011 - Present
The Aspen Institute July 2013 - Present
Capital Group August 2004 - July 2011
AmeriCorps August 2003 - June 2004
American Funds September 2001 - June 2003
Skills
Financial Modeling, Strategic Planning, Business Valuation, Fundraising, Valuation, Financial Analysis, Strategic Partnerships, Risk Analysis, Due Diligence, DCF, Forecasting, Equity Research, Non-profits, Business Planning, Investor Relations, Corporate Positioning, Capital Allocation, Investments, Equities, Business Strategy, Competitive Analysis, Research, Analysis, Economics, Sustainable Development, Market Research, Nonprofits
Education
Presidio Graduate School 2008 — 2010
MBA, Sustainable Business Management
UCLA 1997 — 2001
BA, Interpersonal Communications, Education, Magna Cum Laude
Tamara McDonald Tamara McDonald's American Funds Experience September 1996 - August 2003
Job Senior Software Engineer at NETGEAR
Industry Computer Software
Experience
NETGEAR August 2013 - Present
Dex One October 2010 - Present
Smish LLC March 2009 - June 2010
Behr Process Corporation (contract) October 2007 - January 2009
Boeing (contract) January 2004 - October 2004
American Funds September 1996 - August 2003
Netcount June 1996 - September 1996
Marshall Industries March 1995 - April 1996
Hughes Aircraft Company January 1986 - November 1993
Skills
Agile Methodologies, Java Enterprise Edition, Unix, Tomcat
Education
University of California, Los Angeles 1993 — 1997
Extension Certificate
University of California, Los Angeles
BS
NETGEAR August 2013 - Present
Dex One October 2010 - Present
Smish LLC March 2009 - June 2010
Behr Process Corporation (contract) October 2007 - January 2009
Boeing (contract) January 2004 - October 2004
American Funds September 1996 - August 2003
Netcount June 1996 - September 1996
Marshall Industries March 1995 - April 1996
Hughes Aircraft Company January 1986 - November 1993
Skills
Agile Methodologies, Java Enterprise Edition, Unix, Tomcat
Education
University of California, Los Angeles 1993 — 1997
Extension Certificate
University of California, Los Angeles
BS
Webb Heidinger Webb Heidinger's American Funds Experience April 2014 - Present
Job Regional Sales at American Funds
Industry Financial Services
Experience
American Funds April 2014 - Present
Dividend Capital July 2005 - March 2014
BNY Mellon/Dreyfus January 2005 - July 2005
OppenheimerFunds November 1997 - December 2004
OppenheimerFunds April 1995 - October 1997
Skills
Investments, Real Estate, Asset Management, Investment Properties, Real Estate Economics, Commercial Real Estate, Alternative Investments, Series 7, Series 63, Mutual Funds, Valuation, Marketing, Budgets, Sales, Asset Allocation, Investment Advisory, Private Equity, Qualified Retirement..., Financial Analysis
Education
University of Maine 1990 — 1994
Bachelor of Engineering (BEng), Mechanical Engineering
University of Mississippi
American Funds April 2014 - Present
Dividend Capital July 2005 - March 2014
BNY Mellon/Dreyfus January 2005 - July 2005
OppenheimerFunds November 1997 - December 2004
OppenheimerFunds April 1995 - October 1997
Skills
Investments, Real Estate, Asset Management, Investment Properties, Real Estate Economics, Commercial Real Estate, Alternative Investments, Series 7, Series 63, Mutual Funds, Valuation, Marketing, Budgets, Sales, Asset Allocation, Investment Advisory, Private Equity, Qualified Retirement..., Financial Analysis
Education
University of Maine 1990 — 1994
Bachelor of Engineering (BEng), Mechanical Engineering
University of Mississippi
Michael Colonna, CIMA® Michael Colonna, CIMA®'s American Funds Experience April 2003 - October 2005
Job Vice President Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock April 2012 - Present
Morningstar February 2012 - April 2012
The Vanguard Group October 2005 - October 2011
American Funds April 2003 - October 2005
Salomon Smith Barney September 1997 - March 2002
Salomon Smith Barney 1997 - 2002
Skills
Consultative Selling, Exchange Traded Funds, Capital Markets Analysis, Seminars and..., Client Acquisition, Account Development, Mutual Funds, Separately Managed..., 529 Plans
Education
University of Richmond 1993 — 1997
BS, Finance
BlackRock April 2012 - Present
Morningstar February 2012 - April 2012
The Vanguard Group October 2005 - October 2011
American Funds April 2003 - October 2005
Salomon Smith Barney September 1997 - March 2002
Salomon Smith Barney 1997 - 2002
Skills
Consultative Selling, Exchange Traded Funds, Capital Markets Analysis, Seminars and..., Client Acquisition, Account Development, Mutual Funds, Separately Managed..., 529 Plans
Education
University of Richmond 1993 — 1997
BS, Finance
Greg Severinghaus ARM, ASLI's American Funds Experience August 2003 - December 2008
Job Marketing Manager and Underwriter at Markel Cambridge Alliance
Industry Financial Services
Experience
Markel Corporation January 2011 - Present
Paychex December 2008 - January 2011
American Funds August 2003 - December 2008
MassMutual Financial Group May 2002 - June 2003
Paradigm Financial September 1998 - May 2002
Skills
Insurance, Series 63, Investments, Retirement, Mutual Funds, Asset Managment, Financial Analysis, Employee Benefits, Strategic Financial..., Underwriting, 401k, Finance, Human Resources, Professional Liability, Risk Management, Retirement Planning, Brokers
Education
William & Mary 2005 — 2007
MBA, Business
University of Puget Sound 1994 — 1998
BA, Economics
Markel Corporation January 2011 - Present
Paychex December 2008 - January 2011
American Funds August 2003 - December 2008
MassMutual Financial Group May 2002 - June 2003
Paradigm Financial September 1998 - May 2002
Skills
Insurance, Series 63, Investments, Retirement, Mutual Funds, Asset Managment, Financial Analysis, Employee Benefits, Strategic Financial..., Underwriting, 401k, Finance, Human Resources, Professional Liability, Risk Management, Retirement Planning, Brokers
Education
William & Mary 2005 — 2007
MBA, Business
University of Puget Sound 1994 — 1998
BA, Economics
Joe Valencia Joe Valencia's American Funds Experience January 2014 - Present
Job Divisional Wholesaler at American Funds
Industry Financial Services
Experience
American Funds January 2014 - Present
Franklin Templeton Investments August 2005 - January 2014
JPMorgan Chase April 2004 - July 2005
Collegiate Funding Services October 2002 - June 2004
Education
University of South Florida 1998 — 2002
MIS, Information Systems and Finance
American Funds January 2014 - Present
Franklin Templeton Investments August 2005 - January 2014
JPMorgan Chase April 2004 - July 2005
Collegiate Funding Services October 2002 - June 2004
Education
University of South Florida 1998 — 2002
MIS, Information Systems and Finance
Sam Gumma, CRPC Sam Gumma, CRPC's American Funds Experience April 2014 - Present
Job Wholesaler at American Funds
Industry Financial Services
Experience
American Funds April 2014 - Present
John Hancock Mutual Funds February 2007 - April 2014
First American Funds January 2006 - February 2007
Munder Capital Management March 1998 - January 2006
Skills
Investments, Asset Allocation, Mutual Funds, Series 7, Series 63, Financial Advisory, Bloomberg Terminal, Retirement, Wealth Management, Series 65, Business Strategy, Retirement Planning, 401k, Separately Managed..., Strategic Financial..., Estate Planning, Sales, Client-focused, Relationship Management, Analysis
Education
University of Detroit Mercy 1989 — 1993
Bachelor's degree, International Business
American Funds April 2014 - Present
John Hancock Mutual Funds February 2007 - April 2014
First American Funds January 2006 - February 2007
Munder Capital Management March 1998 - January 2006
Skills
Investments, Asset Allocation, Mutual Funds, Series 7, Series 63, Financial Advisory, Bloomberg Terminal, Retirement, Wealth Management, Series 65, Business Strategy, Retirement Planning, 401k, Separately Managed..., Strategic Financial..., Estate Planning, Sales, Client-focused, Relationship Management, Analysis
Education
University of Detroit Mercy 1989 — 1993
Bachelor's degree, International Business
Jason Sgrignoli, MBA, CFP® Jason Sgrignoli, MBA, CFP®'s American Funds Experience July 2001 - July 2004
Job Branch Manager Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC April 2010 - Present
Upland Police Foundation 2007 - Present
Morgan Stanley Smith Barney July 2005 - April 2010
American Funds July 2001 - July 2004
University of Phoenix June 1997 - August 2000
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Investments, Asset Allocation, Financial Advisory, Estate Planning, Portfolio Management, Investment Strategies, Retirement, Banking, Insurance, Wealth, Series 63
Education
Certified Financial Planner Board of Standards, Inc 2009 — 2009
CFP® Designatgion, Financial Planning
University of California, Irvine 2009 — 2009
Certified Financial Planner Board of Standards Coursework
Kaplan University CFP Course 2006 — 2008
CFP Prep, Financial Planning
University of La Verne 2003 — 2006
MBA, Marketing, Management, Leadership
University of Phoenix 1999 — 2002
BSBM, Management
University of Nevada-Las Vegas - College of Business 1994 — 1996
Upland High School 1990 — 1994
HS Diploma, College Prep/ General Studies-
Raymond James Financial Services, Inc. Member FINRA/SIPC April 2010 - Present
Upland Police Foundation 2007 - Present
Morgan Stanley Smith Barney July 2005 - April 2010
American Funds July 2001 - July 2004
University of Phoenix June 1997 - August 2000
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Investments, Asset Allocation, Financial Advisory, Estate Planning, Portfolio Management, Investment Strategies, Retirement, Banking, Insurance, Wealth, Series 63
Education
Certified Financial Planner Board of Standards, Inc 2009 — 2009
CFP® Designatgion, Financial Planning
University of California, Irvine 2009 — 2009
Certified Financial Planner Board of Standards Coursework
Kaplan University CFP Course 2006 — 2008
CFP Prep, Financial Planning
University of La Verne 2003 — 2006
MBA, Marketing, Management, Leadership
University of Phoenix 1999 — 2002
BSBM, Management
University of Nevada-Las Vegas - College of Business 1994 — 1996
Upland High School 1990 — 1994
HS Diploma, College Prep/ General Studies-
Jonathan W. Botts's American Funds Experience November 2010 - June 2014
Job Experienced Financial Services Executive
Industry Financial Services
Experience
The TCW Group March 2015 - April 2015
American Funds November 2010 - June 2014
American Funds April 2006 - 2010
Fidelity Investments March 2002 - April 2006
Fidelity Investments September 1999 - March 2002
Skills
Strategic Planning, Sales Execution, Sales Enablement Tools, Public Speaking, Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Investment Strategies, Securities, Wealth Management, 529 Plans, Qualified Retirement..., Sales, Marketing, Cross-functional Team..., Separately Managed..., Investment Advisory, Asset Management, 401k, Series 6, Alternative Investments, Group Presentations, Retirement
Education
University of Massachusetts Dartmouth 1995 — 1999
BS - History
The TCW Group March 2015 - April 2015
American Funds November 2010 - June 2014
American Funds April 2006 - 2010
Fidelity Investments March 2002 - April 2006
Fidelity Investments September 1999 - March 2002
Skills
Strategic Planning, Sales Execution, Sales Enablement Tools, Public Speaking, Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Investment Strategies, Securities, Wealth Management, 529 Plans, Qualified Retirement..., Sales, Marketing, Cross-functional Team..., Separately Managed..., Investment Advisory, Asset Management, 401k, Series 6, Alternative Investments, Group Presentations, Retirement
Education
University of Massachusetts Dartmouth 1995 — 1999
BS - History
Bradley Simons's American Funds Experience 2005 - Present
Job at
Industry Financial Services
Experience
Capital Group SupervisorBank of AmericaOctober 2014 - Present
American Funds 2005 - Present
Capital Group 2005 - Present
Capital Group 2005 - 2011
Skills
Equities, Budgets, Investments, Business Analysis, Strategic Financial..., Financial Analysis, Financial Services, Mutual Funds, Financial Modeling, Relationship Management
Education
University of Phoenix 2004 — 2007
Capital Group SupervisorBank of AmericaOctober 2014 - Present
American Funds 2005 - Present
Capital Group 2005 - Present
Capital Group 2005 - 2011
Skills
Equities, Budgets, Investments, Business Analysis, Strategic Financial..., Financial Analysis, Financial Services, Mutual Funds, Financial Modeling, Relationship Management
Education
University of Phoenix 2004 — 2007
Nicole Jendras's American Funds Experience 2004 - 2005
Job Senior Investment Analyst at Towers Watson
Industry Investment Management
Experience
Towers Watson October 2008 - Present
Ilios Partners 2006 - 2008
American Funds 2004 - 2005
Skills
Equities, Financial Modeling, Investment Management, Bloomberg, Fixed Income, Investments, Alternative Investments, Valuation, Asset Managment, Capital Markets, Equity Research, Financial Analysis, Portfolio Management, Due Diligence, Series 63, Securities, Series 7, Options, Investment Strategies, Trading, Financial Services
Education
University of Iowa 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Benet Academy
Towers Watson October 2008 - Present
Ilios Partners 2006 - 2008
American Funds 2004 - 2005
Skills
Equities, Financial Modeling, Investment Management, Bloomberg, Fixed Income, Investments, Alternative Investments, Valuation, Asset Managment, Capital Markets, Equity Research, Financial Analysis, Portfolio Management, Due Diligence, Series 63, Securities, Series 7, Options, Investment Strategies, Trading, Financial Services
Education
University of Iowa 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Benet Academy
Michael Sheldon's American Funds Experience May 1998 - Present
Job VP, Communications Director at American Funds
Industry Investment Management
Experience
American Funds May 1998 - Present
Education
University of Montana 1981 — 1986
B.S., Business Administration
American Funds May 1998 - Present
Education
University of Montana 1981 — 1986
B.S., Business Administration
Ken Masson's American Funds Experience June 2008 - Present
Job Senior Writer Communications at American Funds
Industry Online Media
Experience
American Funds June 2008 - Present
Fortent Inc. July 2006 - June 2008
Bloomberg LP November 1998 - July 2006
Princeton Packet May 1996 - November 1998
Tampa Tribune May 1994 - May 1996
Education
University of South Florida 1990 — 1994
BA, History
American Funds June 2008 - Present
Fortent Inc. July 2006 - June 2008
Bloomberg LP November 1998 - July 2006
Princeton Packet May 1996 - November 1998
Tampa Tribune May 1994 - May 1996
Education
University of South Florida 1990 — 1994
BA, History
Joyce Cain's American Funds Experience 2007 - November 2010
Job Shareholder Services Senior Manager at Capital Group
Industry Financial Services
Experience
American Funds 2007 - November 2010
Capital Group February 1999 - November 2010
Edward Jones July 1997 - January 1999
Education
University of Mary Washington 1993 — 1997
BS, Psychology
Prince George High School 1990 — 1993
American Funds 2007 - November 2010
Capital Group February 1999 - November 2010
Edward Jones July 1997 - January 1999
Education
University of Mary Washington 1993 — 1997
BS, Psychology
Prince George High School 1990 — 1993
Zehera Ali's American Funds Experience Investment admanAmerican FundsAugust 1998 - Present
Job Investment adman at American Funds
Industry Financial Services
Experience
american funds Investment admanAmerican FundsAugust 1998 - Present
Skills
Insurance, Investments, Customer Service, Marketing, Strategic Planning, Business Strategy, Business Planning, Financial Analysis, Sales
Education
Hinduja college of arts and law 1979 — 1983
Master's Degree, Law criminology and Income tax.
University of Mumbai 1974 — 1978
Bachelor's Degree, Economics and Politics, 4 years degree of batchelor
Taiyabiya Girls Highi school
High School, High school, 12th grade
american funds Investment admanAmerican FundsAugust 1998 - Present
Skills
Insurance, Investments, Customer Service, Marketing, Strategic Planning, Business Strategy, Business Planning, Financial Analysis, Sales
Education
Hinduja college of arts and law 1979 — 1983
Master's Degree, Law criminology and Income tax.
University of Mumbai 1974 — 1978
Bachelor's Degree, Economics and Politics, 4 years degree of batchelor
Taiyabiya Girls Highi school
High School, High school, 12th grade
Bryan Blankenship's American Funds Experience November 1996 - November 1999
Job Senior Institutional Relationship Specialist at Capital Group
Industry Investment Management
Experience
Capital Group January 2013 - Present
Capital Group November 1999 - December 2012
American Funds November 1996 - November 1999
Skills
Asset Managment, Mutual Funds, Investments, Fixed Income, Asset Allocation, Investment Strategies, Series 63, Wealth Management, Financial Services, Investment Management, Asset Management, Alternative Investments, Portfolio Management, Equities, Relationship Management, Series 6, FINRA, Management, Institutional...
Education
University of Oklahoma 1989 — 1993
Bachelor of Business Administration (BBA), Management
University of Oklahoma - Price College of Business
Capital Group January 2013 - Present
Capital Group November 1999 - December 2012
American Funds November 1996 - November 1999
Skills
Asset Managment, Mutual Funds, Investments, Fixed Income, Asset Allocation, Investment Strategies, Series 63, Wealth Management, Financial Services, Investment Management, Asset Management, Alternative Investments, Portfolio Management, Equities, Relationship Management, Series 6, FINRA, Management, Institutional...
Education
University of Oklahoma 1989 — 1993
Bachelor of Business Administration (BBA), Management
University of Oklahoma - Price College of Business
Dave Jacocks's American Funds Experience 2012 - Present
Job Divisional Wholesaler Manager
Industry Financial Services
Experience
American Funds 2012 - Present
American Funds 2005 - 2011
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
Bachelor's Of Science, Finance
American Funds 2012 - Present
American Funds 2005 - 2011
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
Bachelor's Of Science, Finance
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
Thao Owh's American Funds Experience April 2012 - November 2013
Job Senior Program Manager
Industry Financial Services
Experience
Capital Group March 2015 - Present
Capital Group November 2013 - February 2015
American Funds April 2012 - November 2013
American Funds September 2008 - March 2012
Accenture September 1998 - October 2008
Skills
CRM, Business Analysis, Management, Business Process..., Integration, Leadership, Change Management, Project Management, Program Management, Team Leadership, Training, Testing, Analytics, Management Consulting, Vendor Management, Business Process, Business Strategy, Strategic Planning, Strategy, Communication, Process Analysis, Sales Process, Salesforce.com, PMO, Stakeholder Management, Stakeholder Analysis, Workshop Facilitation, Investment Management..., Global Delivery, Global Strategy
Education
University of California, San Diego 1994 — 1998
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Management Science, Ethnic Studies
Capital Group March 2015 - Present
Capital Group November 2013 - February 2015
American Funds April 2012 - November 2013
American Funds September 2008 - March 2012
Accenture September 1998 - October 2008
Skills
CRM, Business Analysis, Management, Business Process..., Integration, Leadership, Change Management, Project Management, Program Management, Team Leadership, Training, Testing, Analytics, Management Consulting, Vendor Management, Business Process, Business Strategy, Strategic Planning, Strategy, Communication, Process Analysis, Sales Process, Salesforce.com, PMO, Stakeholder Management, Stakeholder Analysis, Workshop Facilitation, Investment Management..., Global Delivery, Global Strategy
Education
University of California, San Diego 1994 — 1998
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Management Science, Ethnic Studies
Darin Kita's American Funds Experience 1996 - 1997
Job Global Client Support Senior Manager
Industry Investment Management
Experience
Capital Group January 2010 - Present
Capital Guardian Trust Company October 2005 - July 2007
Capital Guardian Trust Company October 2005 - July 2007
Capital Guardian Trust Company April 2001 - October 2005
Capital Guardian Trust Company July 2000 - April 2001
American Funds 1996 - 1997
Skills
Client Service, Investments, Mutual Funds, Asset Allocation, Equities, Investment Strategies, Asset Managment, Portfolio Management, Securities, Investment Advisory, Trade Compliance, Financial Services, Investment Management, Charles River IMS, Institutional Accounts, Asset Management, Management, Fixed Income
Education
University of California, San Diego 1991 — 1995
BA, Economics
Capital Group January 2010 - Present
Capital Guardian Trust Company October 2005 - July 2007
Capital Guardian Trust Company October 2005 - July 2007
Capital Guardian Trust Company April 2001 - October 2005
Capital Guardian Trust Company July 2000 - April 2001
American Funds 1996 - 1997
Skills
Client Service, Investments, Mutual Funds, Asset Allocation, Equities, Investment Strategies, Asset Managment, Portfolio Management, Securities, Investment Advisory, Trade Compliance, Financial Services, Investment Management, Charles River IMS, Institutional Accounts, Asset Management, Management, Fixed Income
Education
University of California, San Diego 1991 — 1995
BA, Economics
Paula Ochoa's American Funds Experience July 2003 - September 2006
Job Global Investment Control Analyst at Capital Group
Industry Financial Services
Experience
Capital Group April 2010 - February 2015
Capital Group August 2013 - January 2014
Capital Group September 2006 - March 2010
American Funds July 2003 - September 2006
Skills
Fixed Income, Bloomberg, Investment Management, Corporate Actions, Microsoft Excel, Asset Management, Microsoft Office, Alternative Investments, Bloomberg Terminal, Equities, Debt Restructuring, Microsoft Word, Financial Modeling, Data Management, Charles River IMS, Asset Allocation, Compliance, Salesforce.com
Education
University of Southern California
B.S., Business Finance
Capital Group April 2010 - February 2015
Capital Group August 2013 - January 2014
Capital Group September 2006 - March 2010
American Funds July 2003 - September 2006
Skills
Fixed Income, Bloomberg, Investment Management, Corporate Actions, Microsoft Excel, Asset Management, Microsoft Office, Alternative Investments, Bloomberg Terminal, Equities, Debt Restructuring, Microsoft Word, Financial Modeling, Data Management, Charles River IMS, Asset Allocation, Compliance, Salesforce.com
Education
University of Southern California
B.S., Business Finance
Scott Hoyer, MA, MBA's American Funds Experience September 2014 - Present
Job Retirement Plan Sales Consultant at American Funds
Industry Financial Services
Experience
American Funds September 2014 - Present
DeVry University January 2012 - September 2015
American Funds December 2011 - August 2014
OneAmerica Financial Partners Inc. October 2009 - 2011
American Funds June 2006 - October 2009
Skills
Retirement Planning, Series 6, 401k, Investments, Financial Services, Asset Allocation, Health Insurance, Wealth Management, FINRA, Series 63, Financial Advisory, Mutual Funds, Retirement, IRAs, Strategic Financial..., Investment Advisory, Relationship Management, Portfolio Management, Sales, Sales Presentations, Asset Management, Securities, Pensions, Investment Strategies, Sales Management, Finance, Salesforce.com, Insurance, Life Insurance, Series 7, Separately Managed..., Series 65, Management, Marketing
Education
University of Indianapolis 2008 — 2011
MBA, Finance
University of Indianapolis 2004 — 2005
MA, English
Wabash College 1998 — 2002
BA, English
American Funds September 2014 - Present
DeVry University January 2012 - September 2015
American Funds December 2011 - August 2014
OneAmerica Financial Partners Inc. October 2009 - 2011
American Funds June 2006 - October 2009
Skills
Retirement Planning, Series 6, 401k, Investments, Financial Services, Asset Allocation, Health Insurance, Wealth Management, FINRA, Series 63, Financial Advisory, Mutual Funds, Retirement, IRAs, Strategic Financial..., Investment Advisory, Relationship Management, Portfolio Management, Sales, Sales Presentations, Asset Management, Securities, Pensions, Investment Strategies, Sales Management, Finance, Salesforce.com, Insurance, Life Insurance, Series 7, Separately Managed..., Series 65, Management, Marketing
Education
University of Indianapolis 2008 — 2011
MBA, Finance
University of Indianapolis 2004 — 2005
MA, English
Wabash College 1998 — 2002
BA, English
Jenny Hickerson's American Funds Experience April 2007 - June 2010
Job Experienced, educated, and enthused available for immediate hire!
Industry Financial Services
Experience
American Funds April 2007 - June 2010
Lanakila Rehabilitation Center October 2002 - June 2006
Skills
Microsoft Excel, Microsoft Word, Outlook, Time Management, Event Planning, Data Entry, Teamwork
Education
University of California, Davis 1996 — 2000
B.A.S., Psychology and Human Development
American Funds April 2007 - June 2010
Lanakila Rehabilitation Center October 2002 - June 2006
Skills
Microsoft Excel, Microsoft Word, Outlook, Time Management, Event Planning, Data Entry, Teamwork
Education
University of California, Davis 1996 — 2000
B.A.S., Psychology and Human Development
David Keib, CRPC's American Funds Experience June 2014 - Present
Job Wholesaler at American Funds
Industry Financial Services
Experience
American Funds June 2014 - Present
JP Morgan Asset Management May 2013 - May 2014
JP Morgan Asset Management June 2011 - April 2013
AXA Equitable September 2007 - June 2011
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Management
Education
University of Scranton 2003 — 2007
Economics, Political Science, Philosophy
American Funds June 2014 - Present
JP Morgan Asset Management May 2013 - May 2014
JP Morgan Asset Management June 2011 - April 2013
AXA Equitable September 2007 - June 2011
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Management
Education
University of Scranton 2003 — 2007
Economics, Political Science, Philosophy
Patti Vogt Rowey's American Funds Experience 1990 - 2007
Job Senior Consultant, Strategic Planning at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Center for Retirement Studies 2011 - Present
Assistance League of Southern California 2004 - 2011
American Funds 1990 - 2007
Bill Lacy Design 1988 - 1989
Skills
Defined Benefit, Mutual Funds, Financial Services, 401k, Retirement, Investments, Management, Pensions
Education
University of California, Irvine 1983 — 1987
BA, Political Science
NDA
Transamerica Center for Retirement Studies 2011 - Present
Assistance League of Southern California 2004 - 2011
American Funds 1990 - 2007
Bill Lacy Design 1988 - 1989
Skills
Defined Benefit, Mutual Funds, Financial Services, 401k, Retirement, Investments, Management, Pensions
Education
University of California, Irvine 1983 — 1987
BA, Political Science
NDA
Phillip Haning, CIMA®'s American Funds Experience November 2014 - Present
Job Regional Vice PresidentAmerican Funds
Industry Investment Management
Experience
American Funds November 2014 - Present
Franklin Templeton Investments March 2003 - October 2014
American Trust & Savings Bank May 2000 - March 2003
Commerce Bank August 1998 - May 2000
Skills
Investments, Asset Allocation, Mutual Funds
Education
University of Illinois at Urbana-Champaign 1993 — 1997
BA, Economics
American Funds November 2014 - Present
Franklin Templeton Investments March 2003 - October 2014
American Trust & Savings Bank May 2000 - March 2003
Commerce Bank August 1998 - May 2000
Skills
Investments, Asset Allocation, Mutual Funds
Education
University of Illinois at Urbana-Champaign 1993 — 1997
BA, Economics
Monica Nieradka Bass's American Funds Experience September 2006 - September 2009
Job Co Owner at Longleaf Marketing and Design
Industry Marketing and Advertising
Experience
Longleaf Marketing and Design October 2013 - Present
City of Chesapeake Economic Development January 2010 - October 2014
American Funds September 2006 - September 2009
American Funds 2006 - 2009
Capital Group 2006 - 2009
GlaxoSmithKline 2005 - 2006
Skills
Marketing, Customer Service, Event Planning, Strategic Planning, Public Speaking, Program Management, Leadership, Public Relations, Social Media, Sales
Education
University of North Carolina at Chapel Hill 2001 — 2005
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor's degree, Political Science and Government
Longleaf Marketing and Design October 2013 - Present
City of Chesapeake Economic Development January 2010 - October 2014
American Funds September 2006 - September 2009
American Funds 2006 - 2009
Capital Group 2006 - 2009
GlaxoSmithKline 2005 - 2006
Skills
Marketing, Customer Service, Event Planning, Strategic Planning, Public Speaking, Program Management, Leadership, Public Relations, Social Media, Sales
Education
University of North Carolina at Chapel Hill 2001 — 2005
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor's degree, Political Science and Government
Alice Gerstmann's American Funds Experience August 2004 - July 2009
Job Supervisor at AAA NCNU
Industry Financial Services
Experience
AAA NCNU August 2009 - Present
American Funds August 2004 - July 2009
Skills
Financial Services, Training, Coaching, Customer Satisfaction, Vendor Management, Customer Service, Insurance, Mutual Funds, Business Analysis, Call Centers, Sales, Process Improvement, Leadership, Team Building, Project Management, Performance Management, Employee Benefits, Risk Management, Recruiting
Education
University of Phoenix
Business Management
AAA NCNU August 2009 - Present
American Funds August 2004 - July 2009
Skills
Financial Services, Training, Coaching, Customer Satisfaction, Vendor Management, Customer Service, Insurance, Mutual Funds, Business Analysis, Call Centers, Sales, Process Improvement, Leadership, Team Building, Project Management, Performance Management, Employee Benefits, Risk Management, Recruiting
Education
University of Phoenix
Business Management
Linda Griego's American Funds Experience June 2012 - Present
Job Director at American Funds
Industry Hospital & Health Care
Experience
American Funds June 2012 - Present
MLK Jr. Hospital Foundation May 2012 - Present
CBS Corporation February 2007 - Present
The David and Lucile Packard Foundation 2006 - Present
AECOM Technology Corp. 2005 - Present
GRANITE CONSTRUCTION INCORPORATED 1999 - 2007
The Tomás Rivera Policy Institute 1995 - 2005
City of Los Angeles 1991 - 1993
Mayor's Office, City of Los Angeles 1991 - 1993
Education
UCLA
Bachelor of Arts (B.A.), History
American Funds June 2012 - Present
MLK Jr. Hospital Foundation May 2012 - Present
CBS Corporation February 2007 - Present
The David and Lucile Packard Foundation 2006 - Present
AECOM Technology Corp. 2005 - Present
GRANITE CONSTRUCTION INCORPORATED 1999 - 2007
The Tomás Rivera Policy Institute 1995 - 2005
City of Los Angeles 1991 - 1993
Mayor's Office, City of Los Angeles 1991 - 1993
Education
UCLA
Bachelor of Arts (B.A.), History
Tianfeng Zhang's American Funds Experience April 2008 - August 2009
Job Buisness Owner at Dowin Enterprise Inc
Industry Financial Services
Experience
Dowin Enterprise Inc September 2009 - Present
American Funds April 2008 - August 2009
Harris Bank April 2007 - April 2008
HAVI Global Solutions April 2005 - March 2007
Nestle Purina PetCare Company January 2002 - May 2005
Skills
SAS, SQL, SPSS, Access Database, Oracle, DB2, MicroStrategy, Business Objects
Education
University of Illinois at Urbana-Champaign 2001 — 2001
M.S., Statistics
University of Illinois at Urbana-Champaign 1999 — 2001
M.S., Agribusiness Management
Dowin Enterprise Inc September 2009 - Present
American Funds April 2008 - August 2009
Harris Bank April 2007 - April 2008
HAVI Global Solutions April 2005 - March 2007
Nestle Purina PetCare Company January 2002 - May 2005
Skills
SAS, SQL, SPSS, Access Database, Oracle, DB2, MicroStrategy, Business Objects
Education
University of Illinois at Urbana-Champaign 2001 — 2001
M.S., Statistics
University of Illinois at Urbana-Champaign 1999 — 2001
M.S., Agribusiness Management
Ken Helms's American Funds Experience 2005 - 2009
Job Financial Advisor at Vanguard
Industry Financial Services
Brendan Nelson, CIMA®'s American Funds Experience August 2010 - January 2013
Job Internal Wholesaler
Industry Financial Services
Experience
Jackson February 2013 - Present
American Funds August 2010 - January 2013
OppenheimerFunds May 2009 - August 2009
Skills
Mutual Funds, Series 63, Series 6, Retirement Planning, Investment Management, 529 Plans, Retirement, Asset Allocation, Salesforce.com, 401k, Fixed Annuities, Investment Strategies, Life & Health Insurance..., IRAs, Qualified Retirement..., Sales Presentations, Investment Advisory, Morningstar, Defined Contribution, Series 7, Certified Investment...
Education
University of Missouri-Columbia, College of Business 2007 — 2010
Bachelor's Degree, Finance and Banking
Thunder Ridge HS
Jackson February 2013 - Present
American Funds August 2010 - January 2013
OppenheimerFunds May 2009 - August 2009
Skills
Mutual Funds, Series 63, Series 6, Retirement Planning, Investment Management, 529 Plans, Retirement, Asset Allocation, Salesforce.com, 401k, Fixed Annuities, Investment Strategies, Life & Health Insurance..., IRAs, Qualified Retirement..., Sales Presentations, Investment Advisory, Morningstar, Defined Contribution, Series 7, Certified Investment...
Education
University of Missouri-Columbia, College of Business 2007 — 2010
Bachelor's Degree, Finance and Banking
Thunder Ridge HS
Jim Toomey's American Funds Experience April 2014 - July 2014
Job Senior Vice President, General Manager at Capital Group
Industry Financial Services
Experience
Capital Group August 2014 - Present
American Funds April 2014 - July 2014
Skills
Retirement, Series 6, Financial Services, 401k, Series 63, Sales Management, Customer Service, Microsoft Office, Public Speaking, Securities, Defined Contribution, Strategic Planning, New Business Development, Vendor Management, Retirement Planning, Leadership, Relationship Management, Management, PowerPoint
Education
University of California, Los Angeles 1985 — 1989
Bachelor of Arts (BA), English Language and Literature/Letters
Capital Group August 2014 - Present
American Funds April 2014 - July 2014
Skills
Retirement, Series 6, Financial Services, 401k, Series 63, Sales Management, Customer Service, Microsoft Office, Public Speaking, Securities, Defined Contribution, Strategic Planning, New Business Development, Vendor Management, Retirement Planning, Leadership, Relationship Management, Management, PowerPoint
Education
University of California, Los Angeles 1985 — 1989
Bachelor of Arts (BA), English Language and Literature/Letters
Elizbeth Smith's American Funds Experience October 2012 - Present
Job Client Support Rep at American Funds
Industry Information Technology and Services
Experience
American Funds October 2012 - Present
American Cancer Society June 2012 - October 2012
Vangent, Inc. January 2010 - August 2010
Skills
Call Centers, Customer Service, Accurate Data Entry, Recruiting, Order Processing, Fax, Photocopier, Filing
Education
University of Phoenix 2010 — 2014
Bachelor of Science (BS), Information Technology
Estrella High School 2003 — 2006
High School/Secondary Diploma Programs
American Funds October 2012 - Present
American Cancer Society June 2012 - October 2012
Vangent, Inc. January 2010 - August 2010
Skills
Call Centers, Customer Service, Accurate Data Entry, Recruiting, Order Processing, Fax, Photocopier, Filing
Education
University of Phoenix 2010 — 2014
Bachelor of Science (BS), Information Technology
Estrella High School 2003 — 2006
High School/Secondary Diploma Programs
Virginia Guevara's American Funds Experience January 2014 - Present
Job Strategic Client Group Manager
Industry Financial Services
Experience
American Funds January 2014 - Present
American Funds May 2012 - January 2014
American Funds January 2006 - May 2012
American Funds October 2004 - January 2006
American Funds June 1997 - October 2004
Skills
Strategic Planning, Analysis, Business Analysis, Risk Management, Microsoft Excel, Process Improvement, Project Planning, Program Management, Investments, Business Planning, Financial Analysis, Leadership, PowerPoint, Series 6, Series 26, Mutual Funds, Financial Services, Management, Strategy, Project Management, Business Development, Customer Service
Education
University of La Verne
American Funds January 2014 - Present
American Funds May 2012 - January 2014
American Funds January 2006 - May 2012
American Funds October 2004 - January 2006
American Funds June 1997 - October 2004
Skills
Strategic Planning, Analysis, Business Analysis, Risk Management, Microsoft Excel, Process Improvement, Project Planning, Program Management, Investments, Business Planning, Financial Analysis, Leadership, PowerPoint, Series 6, Series 26, Mutual Funds, Financial Services, Management, Strategy, Project Management, Business Development, Customer Service
Education
University of La Verne
Rigo Avila's American Funds Experience February 2008 - Present
Job Senior Shareholder Account Representative at American Funds
Industry Financial Services
Experience
American Funds February 2008 - Present
United States Marine Corps November 2001 - November 2005
Skills
IRA's, Computer Science, Spanish translation
Education
University of Phoenix 2008 — 2010
Bachelor of Science, Business Finance
American Funds February 2008 - Present
United States Marine Corps November 2001 - November 2005
Skills
IRA's, Computer Science, Spanish translation
Education
University of Phoenix 2008 — 2010
Bachelor of Science, Business Finance
Sharon Hazelrigg's American Funds Experience January 2009 - Present
Job
Industry Financial Services
Experience
American Funds January 2009 - Present
American Funds April 2006 - January 2009
American Funds September 2005 - April 2006
American Funds September 2004 - September 2005
American Funds September 2003 - September 2004
Providence Service Corporation July 2002 - June 2003
Skills
Management
Education
University of Maine 1998 — 2002
Psychology, Clinical Psychology
Brunswick High School 1994 — 1998
College/University Preparatory and Advanced High School/Secondary Diploma Program
American Funds January 2009 - Present
American Funds April 2006 - January 2009
American Funds September 2005 - April 2006
American Funds September 2004 - September 2005
American Funds September 2003 - September 2004
Providence Service Corporation July 2002 - June 2003
Skills
Management
Education
University of Maine 1998 — 2002
Psychology, Clinical Psychology
Brunswick High School 1994 — 1998
College/University Preparatory and Advanced High School/Secondary Diploma Program
Linn McKenry's American Funds Experience 1987 - 1994
Job Investment Accounting Supervisor
Industry Financial Services
Experience
PNC Financial Services 1994 - 2005
American Funds 1987 - 1994
Skills
Investment Supervisor..., Financial Reporting, Mutual Funds, Accounting, Financial Analysis, Excellent people skills., Supervisory Experience, User Experience, Excellent people skills, Investments
Education
University of Houston-Clear Lake 1980 — 1983
Bachelor of Science, Finance
PNC Financial Services 1994 - 2005
American Funds 1987 - 1994
Skills
Investment Supervisor..., Financial Reporting, Mutual Funds, Accounting, Financial Analysis, Excellent people skills., Supervisory Experience, User Experience, Excellent people skills, Investments
Education
University of Houston-Clear Lake 1980 — 1983
Bachelor of Science, Finance
Bill Bagnard's American Funds Experience 1988 - 2004
Job Sales Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors 2004 - Present
Lincoln Financial Group 2004 - Present
American Funds 1988 - 2004
American Funds 1988 - 2004
Skills
Series 63, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, Investments
Education
USC Marshall School of Business 1984 — 1984
Master of Science (MS), International Investments
USC Marshall School of Business 1984 — 1984
Master of Science (MS), International Investments
USC Marshall School of Business 1982 — 1984
MBA, Investments and Corporate Finance
University of Southern California 1978 — 1981
Bachelor of Arts (B.A.), Psychology
Lincoln Financial Distributors 2004 - Present
Lincoln Financial Group 2004 - Present
American Funds 1988 - 2004
American Funds 1988 - 2004
Skills
Series 63, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, Investments
Education
USC Marshall School of Business 1984 — 1984
Master of Science (MS), International Investments
USC Marshall School of Business 1984 — 1984
Master of Science (MS), International Investments
USC Marshall School of Business 1982 — 1984
MBA, Investments and Corporate Finance
University of Southern California 1978 — 1981
Bachelor of Arts (B.A.), Psychology
Sue Johnson Taber's American Funds Experience September 1999 - Present
Job Senior copy editor at American Funds
Industry Investment Management
Experience
American Funds September 1999 - Present
Capital Group 1999 - Present
Northrop Grumman Corporation September 1983 - July 1999
Skills
Content Development, Proofreading, Editing, Copy Editing, Content Management, Newsletters, Editorial, Web Content, Content Strategy, Copywriting, Feature Articles
Education
University of Illinois at Urbana-Champaign 1974 — 1978
BA, Political science
American Funds September 1999 - Present
Capital Group 1999 - Present
Northrop Grumman Corporation September 1983 - July 1999
Skills
Content Development, Proofreading, Editing, Copy Editing, Content Management, Newsletters, Editorial, Web Content, Content Strategy, Copywriting, Feature Articles
Education
University of Illinois at Urbana-Champaign 1974 — 1978
BA, Political science
Martin Jacobs's American Funds Experience April 2001 - Present
Job Investment Manager at American Funds
Industry Investment Management
Experience
American Funds April 2001 - Present
Brinson Partners April 1991 - March 2001
Security Pacific Merchant Bank August 1988 - December 1990
Skills
Chartered Financial...
Education
University of Southern California
Bachelor of Science (B.S.), Industrial & Systems Engineering
Wharton Business School
MBA, Finance
American Funds April 2001 - Present
Brinson Partners April 1991 - March 2001
Security Pacific Merchant Bank August 1988 - December 1990
Skills
Chartered Financial...
Education
University of Southern California
Bachelor of Science (B.S.), Industrial & Systems Engineering
Wharton Business School
MBA, Finance
Cathy Tate's American Funds Experience September 2007 - Present
Job Manager at American Funds
Industry Investment Management
Experience
American Funds September 2007 - Present
World Savings Bank August 1994 - September 2007
Skills
Leadership, Performance Management, Risk Management, Interviewing Skills, Coaching Staff, Process Improvement
Education
University of Phoenix
Master of Business Administration (M.B.A.)
Valdosta State University
Bachelor of Business Administration
American Funds September 2007 - Present
World Savings Bank August 1994 - September 2007
Skills
Leadership, Performance Management, Risk Management, Interviewing Skills, Coaching Staff, Process Improvement
Education
University of Phoenix
Master of Business Administration (M.B.A.)
Valdosta State University
Bachelor of Business Administration
Mara Pearce's American Funds Experience January 2001 - December 2002
Job Technology Integration Specialist at The Pegasus School
Industry Primary/Secondary Education
Experience
The Pegasus School September 2014 - Present
The Pegasus School August 2013 - August 2014
Alexandria City Public Schools August 2008 - June 2013
American Funds January 2001 - December 2002
Skills
Environmental Awareness, Educational Technology, Classroom, K-12, Literacy, Instructional Technology, Elementary Education, Lesson Planning, Classroom Management, Technology Integration, Smartboard, Curriculum Design, Language Arts, Curriculum Development, Special Education, Curriculum Mapping, Teacher Training, Social Studies, Educational Leadership
Education
University of Maryland College Park 2005 — 2008
Master of Library & Information Science (MLIS), School Librarian/School Library Media Specialist
Willamette University 1996 — 2000
Bachelor of Science (BS), Anthropology
The Pegasus School September 2014 - Present
The Pegasus School August 2013 - August 2014
Alexandria City Public Schools August 2008 - June 2013
American Funds January 2001 - December 2002
Skills
Environmental Awareness, Educational Technology, Classroom, K-12, Literacy, Instructional Technology, Elementary Education, Lesson Planning, Classroom Management, Technology Integration, Smartboard, Curriculum Design, Language Arts, Curriculum Development, Special Education, Curriculum Mapping, Teacher Training, Social Studies, Educational Leadership
Education
University of Maryland College Park 2005 — 2008
Master of Library & Information Science (MLIS), School Librarian/School Library Media Specialist
Willamette University 1996 — 2000
Bachelor of Science (BS), Anthropology
Lydia Jung's American Funds Experience February 1998 - Present
Job Sr. Accountant at American Funds
Industry Investment Management
Experience
American Funds February 1998 - Present
Ultramar June 1989 - July 1997
Maxicare Healthcare Corporation 1987 - 1989
Skills
Mutual Funds, Financial Reporting, Account Reconciliation, Accounting, SEC filings, Variance Analysis, General Ledger
Education
University of Hawaii at Manoa
Bachelor of Business Administration (BBA), Accounting
American Funds February 1998 - Present
Ultramar June 1989 - July 1997
Maxicare Healthcare Corporation 1987 - 1989
Skills
Mutual Funds, Financial Reporting, Account Reconciliation, Accounting, SEC filings, Variance Analysis, General Ledger
Education
University of Hawaii at Manoa
Bachelor of Business Administration (BBA), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY