American Funds Distributors
American Funds Distributors, LLC sells a large variety of mutual funds. Its funds are sold primarily through financial advisors and intermediaries. It is the third largest mutual fund family, with more than US $1.3 trillion in assets under management. American Funds is a subsidiary of Capital Group. Parent organization: Capital Group Companies Founder: Jonathan Bell Lovelace Founded: 1931 Headquarters: Los Angeles, CA
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American Funds Distributors Employees
American Funds Distributors May 2015 - Present
Cole Real Estate Investment July 2014 - December 2014
AXA Advisors June 2013 - June 2014
AXA Advisors June 2012 - August 2012
Kappa Kappa Gamma December 2010 - December 2011
National Financial Partners, The Lapre Scali & Co P&C Insurance Division June 2011 - August 2011
Skills
Microsoft Office, Billhighway, QuickBooks, Finance, Time Management, Microsoft Excel, Training, PowerPoint, Microsoft Word, Access, Management, Sales, Facebook, Event Planning, Financial Analysis, Life & Health Insurance..., Social Networking, Accounting, Marketing, Leadership, Insurance, Social Media, Teamwork, Data Analysis, Public Speaking
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Business Administration, Finance
University of Arizona 2009 — 2013
Bachelor of Science (B.S.), Finance
July Business Services August 2015 - Present
Plan Administrators Inc. - PAi September 2013 - August 2015
American Funds April 2009 - August 2013
American Funds Distributors March 2005 - April 2009
American Funds Distributors October 2003 - March 2005
American Funds Group 1994 - 2003
American funds Group 1992 - 1994
Skills
Mutual Funds, Relationship Management, Retirement Planning, Business Planning, Customer Service, New Business Development, Sales Management, Team Leadership, Project Management, Recruiting, Performance Management, Process Improvement, Financial Services, Management, Retirement, Investments, 401k
Education
Our Lady of the Lake University 1996 — 2000
Business Management
Capital Group Companies Global January 2007 - Present
Capital Group Companies Global January 2006 - January 2007
American Funds Distributors July 1999 - January 2006
Skills
Vendor Management, Business Analysis, SDLC, IT Strategy, Enterprise Architecture, Asset Managment, Portfolio Management, Project Management, Project Portfolio..., Business Intelligence, Risk Management, Financial Services, Release Management, Software Project..., Process Improvement, Integration, Virtualization, Cloud Computing, Business Process Design, Business Continuity, Network Security, Systems Engineering, Process Engineering, Compliance, Program Management, Networking, Infrastructure, Technical Support
Education
Colorado State University
Master of Business Administration (MBA)
California State Polytechnic University-Pomona
Bachelor of Science, Business Administration, Magna Cum Laude
SunAmerica Financial Group April 2012 - Present
John Hancock Wood Logan (a Manulife Finacial Corporation company) 2010 - January 2012
John Hancock Wood Logan (a Manulife Financial Corporation company) January 2003 - January 2010
Manulife Financial Corporation/Wood Logan January 2001 - January 2003
Manulife Financial Corporation/Wood Logan November 1999 - January 2001
Evergreen Investments January 1996 - November 1999
Fidelity Advisor Funds December 1994 - December 1996
American Funds Distributors April 1991 - December 1994
Colonial Mutual Funds April 1987 - April 1991
Lipton Tea, Kimberly Clark, and the Sony Corporation August 1980 - April 1987
Skills
Annuities, Sales Management, Insurance, Wholesaling, Mutual Funds, Advanced Markets, Sales Training, Sales Process, Event Planning, Conference Presentations, Conference Speaking, Budget Management, Compliance Management, Conference Management
Education
University of Wisconsin-Eau Claire 1975 — 1979
BA, Communications and Business Admin
Colorado State University
Personnel Administration, Business
Duke University
Advanced Management Program
University of Toronto - Rotman School of Management
Senior Management Program
University of Wisconsin-Eau Claire
Bachelor of Arts, Coommunications and Business Admin
Pegasus Therapeutic Riding January 2011 - Present
UBS Investment Bank June 1999 - September 2010
Schwab Soundview Capital Markets 2002 - 2004
Charles Schwab 1999 - 2002
American Funds Distributors 1997 - 1999
Continental Bank April 1990 - September 1994
Prudential-Bache Securities 1989 - 1990
Education
University of Southern California 1987 — 1989
BS, Financial Management
American Funds Distributors May 2015 - Present
The Capital Group February 2006 - March 2014
American Funds 2014 - 2014
The Capital Group Company & Capital Guardian Trust Company February 2006 - July 2008
The Law Office of Ed Goldner November 1998 - January 2006
Drury Hotel January 1995 - January 1997
Skills
PowerPoint, Excel, Budgeting, Word, Lotus Notes, Adobe Acrobat, Administration, Customer Service, Microsoft Office, Spreadsheets, Outlook, Accounting, Customer Relations, Data Entry, Telephone Skills, Administrative Support, Research, Financial Reporting, Scheduling, Time Management, Database Administration, Event Planning, Accounts Payable, Documentation, Teamwork, Newsletters, Inventory Management, Public Speaking, Process Scheduler, Microsoft Excel, Administrative..., Microsoft Word, Budgets, Payroll, Human Resources, Access, Invoicing, QuickBooks, Training, Employee Relations, Visio, Administrative...
Education
Saint Anselm College 1990 — 1994
BA, Liberal Arts
Del Mar College 1997 — 1999
Paralegal Studies, Legal Assistant/Paralegal
National Planning Holdings January 2008 - Present
Pacific Life 2000 - 2007
American Funds Distributors July 1995 - July 2000
Skills
Alternative Investments, Mutual Funds, Fixed Annuities, Series 6, Securities, Series 63, Retirement Planning, Series 7, Investments, Relationship Management, 401k, Investment Advisory, Asset Allocation, Wealth Management, Financial Advisory
Education
Cypress College
A.S., Business Management
American Funds Distributors August 2007 - Present
PricewaterhouseCoopers LLP November 1992 - August 2007
Carl Karcher Enterprises August 1987 - November 1990
Skills
Administrative..., Microsoft Excel, Microsoft Office, Outlook, Customer Service, Microsoft Word, Office Management, PowerPoint, Real Estate, Spreadsheets, Event Planning, Visio, SharePoint, Office Administration, Lotus Notes, Business Development, Sales, Time Management, Administrative..., Business Strategy, Financial Services, Strategy
Education
Fullerton College 1986 — 1989
Business/Commerce, General
La Mirada High School
American Funds Distributors Production SpecialistCapital Group/American Funds2004 - Present
Education
University of Hawaii at Manoa
American Funds Distributors Director of Media RelationsCapital Group/American Funds1995 - Present
Investor's Business Daily January 1985 - December 1994
Education
University of La Verne 1966 — 1970
American Funds June 2011 - Present
American Funds Distributors July 2009 - January 2012
American Funds January 2004 - June 2009
Edward Jones August 2001 - January 2004
Charles Schwab 2000 - 2001
Skills
401k, Mutual Funds, Investments, Asset Allocation, Series 63, Series 7, Retirement Planning, Finance, Securities, Series 6, Wealth Management, Retirement
Education
Indiana University Bloomington 1996 — 2000
BS, Public Management
BlackRock December 2011 - Present
BlackRock August 2007 - December 2011
American Funds Distributors December 2005 - August 2007
Capital Guardian Trust Company May 1999 - December 2005
Skills
Series 7, Fixed Income, Asset Managment, Mutual Funds, Asset Allocation, Equities, Alternative Investments, Investments, Hedge Funds, Portfolio Management, Series 63, Investment Strategies, Wealth Management, ETFs
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance & Accounting
Davidson College 1995 — 1999
Bachelor of Science (BS), Political Science
Capital Group 2014 - Present
American Funds Service Company 2011 - 2014
American Funds Distributors 2003 - 2011
WFS Financial 2002 - 2003
UltraLink LLC 2001 - 2002
Hoag Hospital 1994 - 2001
Le Meridien Newport Beach 1993 - 1994
Skills
Marketing, Mutual Funds, Corporate Communications, 529 Plans, Customer Service, Series 6, Series 63, IRAs, Investments, 401k, Qualified Retirement..., Financial Services, 401k Rollovers, Simple IRA, SEP IRA, Public Speaking, Process Improvement, Copywriting, Salesforce.com, Social Media, Time Management, Asset Allocation, Microsoft Office, Finance, Employee Training, Peer Mentoring, PowerPoint, SharePoint
Education
University of California, Irvine
B.A., Psychology Spanish minor
Orange Coast College
Certificate, Marketing Sales Advertising
Université Panthéon Sorbonne (Paris I)
Certificate, French
Water Island Capital, LLC June 2012 - Present
Fifth Third Asset Management January 2010 - May 2012
Fifth Third Asset Management January 2007 - January 2010
American Funds Distributors December 2005 - January 2007
Skills
Mutual Funds, Sales, Alternative Investments, Asset Allocation, Retirement Planning, Investment Advisory, Wealth Management, Securities, Investments, Asset Managment, Investment Strategies, Equities, Series 7, Financial Analysis, Portfolio Management, Selling, Series 65, Investment Management, ETFs, Financial Advisory, Asset Management, 401k, Business Development, FINRA, Financial Services, Relationship Management, Separately Managed...
Education
Xavier University 2007 — 2010
MBA, Finance Focus
University of Dayton 2001 — 2005
BA, Finance, Marketing
Salesforce July 2015 - Present
American Funds Distributors October 2012 - June 2015
American Funds Distributors September 2009 - October 2012
American Funds Distributors September 2008 - September 2009
American Funds Distributors May 2005 - September 2008
Indiana University Auditorium July 2002 - May 2005
Miller Carson Boxberger & Murphy, LLP June 1999 - December 2001
Skills
Mutual Funds, Series 63, Event Management, New Business Development, Contract Negotiation, Sales Support, Business Planning, Asset Allocation, 401k, Relationship Management, Securities, Series 6, Salesforce.com, Sales Presentations, Sales Management, Financial Services, Retirement, Retirement Planning, Professional Plan..., Series 26, Management, Sales, Customer Service, Investments, Project Management, Team Leadership, Microsoft Office, Marketing, Leadership, Strategic Planning, Event Planning
Education
Indiana Wesleyan University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, Current GPA: 3.88
Indiana University Bloomington 1995 — 2004
BA, English
Safety Management Group April 2014 - Present
Regions Financial Corporation January 2013 - March 2014
Safety Management Group September 2012 - December 2012
St. Susanna School July 2010 - May 2012
American Funds December 2005 - July 2009
CIGNA HealthCare of Indiana January 2001 - January 2005
American Funds Distributors August 2000 - April 2001
American Funds Distributors January 1996 - August 2000
American Funds Distributors January 1998 - January 1999
Skills
Training, Marketing, Document Preparation, Employee Training, Call Center, Customer Retention, Curriculum Design, Software Documentation, Leadership Development, Organizational..., Coaching, Employee Benefits, Staff Development, Recruiting, Microsoft Excel, Human Resources, Customer Service
Education
Indiana University 1990 — 1994
Bloomington Bachelor of Arts, Journalism major, Business minor
Indiana University Bloomington
Bachelor of Arts (B.A.), Journalism
USAA March 2014 - Present
USAA March 2013 - February 2014
U.S. Global Investors July 2010 - September 2012
American Funds Distributors August 1990 - June 2009
American Funds August 1990 - June 2009
Skills
Series 63, Mutual Funds, Alternative Investments, Key Account Management, Series 26, Sales Management, Call Center Management, Fusion Training, Wholesale Sales, Sales Presentations, Series 7, series 66, Life & Health Insurance..., Accredited Asset..., Asset Allocation, Asset Management, FINRA, Financial Advisory, Financial Services, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities
Education
State University of New York at Binghamton
Bachelor of Science (BS), Business Management
American Funds Distributors April 2010 - Present
Charles Schwab March 1998 - April 2010
Furbay Electric August 1996 - March 1998
Ernst & Young December 1994 - August 1997
Skills
Retirement Planning, Accounting, Analysis, Auditing, Human Resources, Management, Defined Contribution, Mutual Funds, Employee Benefits, Financial Analysis
Education
The University of Akron 1987 — 1991
BS, Accounting
American Funds Distributors
Skills
Risk Management, Credit, Portfolio Management, Strategic Planning, Financial Services, Investments, Marketing
Education
Fallbrook High
UCLA
Bachelor of Arts (B.A.), History