AST Capital Trust
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AST Capital Trust Employees
Employee
Years
Job
Industry
Genevieve Glenn-Shipmon Genevieve Glenn-Shipmon's AST Capital Trust Experience January 2001 - September 2003
Job Corporate Recruiter at AM Best Company
Industry Consumer Electronics
Experience
AM Best Company October 2014 - Present
American Standard Brands May 2014 - October 2014
Mack-Cali Realty Corporation November 2013 - April 2014
Brother International May 2007 - October 2013
Consultant December 2003 - May 2007
AST Capital Trust January 2001 - September 2003
Skills
Recruiting, HRIS, Applicant Tracking..., Talent Acquisition, Employee Relations, Process Improvement, Human Resources, Management, Training, Technical Recruiting, Employee Benefits, Screening, Personnel Management, Deferred Compensation, Background Checks, Sourcing, Onboarding, Temporary Placement, Hiring, Interviews
Education
University of Denver 2006 — 2008
Master's in Human Resources Administration, Human Resources Management and Services
AM Best Company October 2014 - Present
American Standard Brands May 2014 - October 2014
Mack-Cali Realty Corporation November 2013 - April 2014
Brother International May 2007 - October 2013
Consultant December 2003 - May 2007
AST Capital Trust January 2001 - September 2003
Skills
Recruiting, HRIS, Applicant Tracking..., Talent Acquisition, Employee Relations, Process Improvement, Human Resources, Management, Training, Technical Recruiting, Employee Benefits, Screening, Personnel Management, Deferred Compensation, Background Checks, Sourcing, Onboarding, Temporary Placement, Hiring, Interviews
Education
University of Denver 2006 — 2008
Master's in Human Resources Administration, Human Resources Management and Services
Raul Rodriguez III Raul Rodriguez III's AST Capital Trust Experience April 2006 - January 2007
Job Student at Arizona State University
Industry Legal Services
Experience
Choice Hotels International May 2015 - Present
Hymson Goldstein & Pantiliat, PLLC July 2014 - September 2014
Altep October 2013 - July 2014
The Doyle Firm, PC May 2013 - July 2013
US Airways May 2012 - March 2013
US Airways August 2010 - May 2012
US Airways March 2010 - August 2010
US Airways April 2007 - January 2009
AST Capital Trust April 2006 - January 2007
Skills
Legal Research, Westlaw, Legal Writing, File Management, Management, Document Management, Criminal Law, Discovery Process, Adobe Acrobat, Project Management, Database Administration, Commercial Real Estate, Microsoft Office, Federal Courts, Legal Issues, State & Federal Laws, Interviewing Skills, Rules Of Evidence, Legal Contract Review, Torts, Insurance, Investigation, Summation iBlaze, TimeMap, SmartDraw, CaseMap, Supervisory Experience, Airlines, Airports, Data Analysis, Analysis, Aircraft, Commercial Aviation, Business Analysis, Title Insurance, Escrow, Case Managment, Office Administration, Troubleshooting, Technical Writing, Technical Support, Medical Records, Telecommunications, Aircraft Maintenance, Customer Service..., Mac OS, Keynote, Trial Director, Sales, DeskSite
Education
Phoenix College 2007 — 2013
Associate of Applied Science (AAS), Paralegal Studies, ABA Approved, Distinction
Arizona State University
Bachelor’s Degree, Communication, General
Phoenix College
Associate's Degree, Associate of Arts, GPA: 3.6
Choice Hotels International May 2015 - Present
Hymson Goldstein & Pantiliat, PLLC July 2014 - September 2014
Altep October 2013 - July 2014
The Doyle Firm, PC May 2013 - July 2013
US Airways May 2012 - March 2013
US Airways August 2010 - May 2012
US Airways March 2010 - August 2010
US Airways April 2007 - January 2009
AST Capital Trust April 2006 - January 2007
Skills
Legal Research, Westlaw, Legal Writing, File Management, Management, Document Management, Criminal Law, Discovery Process, Adobe Acrobat, Project Management, Database Administration, Commercial Real Estate, Microsoft Office, Federal Courts, Legal Issues, State & Federal Laws, Interviewing Skills, Rules Of Evidence, Legal Contract Review, Torts, Insurance, Investigation, Summation iBlaze, TimeMap, SmartDraw, CaseMap, Supervisory Experience, Airlines, Airports, Data Analysis, Analysis, Aircraft, Commercial Aviation, Business Analysis, Title Insurance, Escrow, Case Managment, Office Administration, Troubleshooting, Technical Writing, Technical Support, Medical Records, Telecommunications, Aircraft Maintenance, Customer Service..., Mac OS, Keynote, Trial Director, Sales, DeskSite
Education
Phoenix College 2007 — 2013
Associate of Applied Science (AAS), Paralegal Studies, ABA Approved, Distinction
Arizona State University
Bachelor’s Degree, Communication, General
Phoenix College
Associate's Degree, Associate of Arts, GPA: 3.6
Mike Flinn Mike Flinn's AST Capital Trust Experience June 1991 - May 2008
Job VP Trust Consultant Advisor Solutions Group at Advisory Trust Company of Delaware
Industry Financial Services
Experience
Advisory Trust Company of Delaware May 2008 - Present
AST Capital Trust June 1991 - May 2008
Security Trust Company 1990 - 2003
Skills
Trust Services, Thought Leadership, National Speaker, Wealth Management, Charitable Trusts, Custodians, Trade Show Presentations, Operations Management, Strategic Planning, RIAs, Webinars, Charitable Gift Planning, Financial Services, Donor Advised Funds, Account Reconciliation, Community Foundations, Subject Matter Experts, Marketing Strategy, Technology Integration, Estate Administration, Estate Planning, Investment Advisory, Investment Management, Mutual Funds, High Net Worth..., Executive Management, Financial Advisory, Financial Planning, Asset Management, Finance, Portfolio Management, Investments
Education
University of Arizona 1977 — 1981
BS, Systems and Industrial Engineering
Advisory Trust Company of Delaware May 2008 - Present
AST Capital Trust June 1991 - May 2008
Security Trust Company 1990 - 2003
Skills
Trust Services, Thought Leadership, National Speaker, Wealth Management, Charitable Trusts, Custodians, Trade Show Presentations, Operations Management, Strategic Planning, RIAs, Webinars, Charitable Gift Planning, Financial Services, Donor Advised Funds, Account Reconciliation, Community Foundations, Subject Matter Experts, Marketing Strategy, Technology Integration, Estate Administration, Estate Planning, Investment Advisory, Investment Management, Mutual Funds, High Net Worth..., Executive Management, Financial Advisory, Financial Planning, Asset Management, Finance, Portfolio Management, Investments
Education
University of Arizona 1977 — 1981
BS, Systems and Industrial Engineering
Stefanie Armijo Stefanie Armijo's AST Capital Trust Experience 1999 - 2008
Job V.P. Client Services at Matrix Trust Company
Industry Financial Services
Experience
Wilmington Trust 1999 - Present
AST Capital Trust 1999 - 2008
AST Capital Trust/Security Trust Company 1999 - 2002
Universal Pensions, Inc. 1997 - 1999
Skills
Retirement, Process Improvement, Management, FINRA, Pensions, Corporate Actions, Financial Services, Wealth Management, Insurance, SDLC, Mergers, Relationship Management, Investment Management, Risk Management, ERISA, Banking, Operations Management, Retirement Planning, 401k, Investments, Financial Modeling, Vendor Management, Financial Advisory, Sarbanes-Oxley Act, Valuation, Mutual Funds, Leadership, Change Management, Defined Contribution, Equities, Strategic Financial..., Strategic Planning, Asset Managment, Accounting, Asset Allocation, Team Building, Cash Management, CRM, Loans, Series 63, Project Management, Hedge Funds, Securities, Alternative Investments, Financial Analysis, Fixed Income, Defined Benefit, Series 6, Business Analysis, Investment Advisory
Education
Western New Mexico University 1993 — 1997
BA, Accounting
Glendale Community College 1993 — 1995
AA
Wilmington Trust 1999 - Present
AST Capital Trust 1999 - 2008
AST Capital Trust/Security Trust Company 1999 - 2002
Universal Pensions, Inc. 1997 - 1999
Skills
Retirement, Process Improvement, Management, FINRA, Pensions, Corporate Actions, Financial Services, Wealth Management, Insurance, SDLC, Mergers, Relationship Management, Investment Management, Risk Management, ERISA, Banking, Operations Management, Retirement Planning, 401k, Investments, Financial Modeling, Vendor Management, Financial Advisory, Sarbanes-Oxley Act, Valuation, Mutual Funds, Leadership, Change Management, Defined Contribution, Equities, Strategic Financial..., Strategic Planning, Asset Managment, Accounting, Asset Allocation, Team Building, Cash Management, CRM, Loans, Series 63, Project Management, Hedge Funds, Securities, Alternative Investments, Financial Analysis, Fixed Income, Defined Benefit, Series 6, Business Analysis, Investment Advisory
Education
Western New Mexico University 1993 — 1997
BA, Accounting
Glendale Community College 1993 — 1995
AA
Matthew Kelly, CFP®, CIMA®'s AST Capital Trust Experience April 2003 - April 2008
Job Senior Associate at Ironwood Investment Counsel, LLC
Industry Financial Services
Experience
Ironwood Investment Counsel, LLC September 2011 - Present
Ironwood Investment Counsel, LLC March 2009 - September 2011
Legacy Bank June 2008 - November 2008
AST Capital Trust April 2003 - April 2008
Skills
Account Reconciliation, Strategic Financial..., Data Analysis, Tax Advisory, Portfolio Management, CRM, Strategy, Asset Allocation, Financial Services, Training, Wealth Management, Investments, Mutual Funds, Valuation, Securities, Alternative Investments, Retirement Planning, Fixed Income, Bloomberg, Investment Advisory, Series 63
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst®
Arizona State University 2002 — 2005
B.S., Global Business
University of Phoenix 2006 — 2008
Masters in Business Administration
Ironwood Investment Counsel, LLC September 2011 - Present
Ironwood Investment Counsel, LLC March 2009 - September 2011
Legacy Bank June 2008 - November 2008
AST Capital Trust April 2003 - April 2008
Skills
Account Reconciliation, Strategic Financial..., Data Analysis, Tax Advisory, Portfolio Management, CRM, Strategy, Asset Allocation, Financial Services, Training, Wealth Management, Investments, Mutual Funds, Valuation, Securities, Alternative Investments, Retirement Planning, Fixed Income, Bloomberg, Investment Advisory, Series 63
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst®
Arizona State University 2002 — 2005
B.S., Global Business
University of Phoenix 2006 — 2008
Masters in Business Administration
Joe Doku, AIF® Joe Doku, AIF®'s AST Capital Trust Experience January 2005 - September 2006
Job COO, Plan Sponsor Services, LLC (PSS)
Industry Financial Services
Experience
Plan Sponsor Services, LLC (PSS) April 2009 - Present
TD Ameritrade September 2006 - April 2009
AST Capital Trust January 2005 - September 2006
Charles Schwab January 2004 - January 2005
Metavante July 2002 - January 2004
MFS Investment Management August 1999 - July 2002
Skills
ERISA, 401k, Pensions, Fiduciary, Fiduciary Liability, Retirement Plan..., Employee Benefits, Estate Planning, Securities, Management, Leadership, Financial Advisory, Business Development, Financial Services, Retirement, Retirement Planning, Mutual Funds, FINRA
Education
Plymouth State University 1995 — 1998
Bachelor of Arts, Political Science and History
MRHS
MRHS
Maine Maritime Academy
Plan Sponsor Services, LLC (PSS) April 2009 - Present
TD Ameritrade September 2006 - April 2009
AST Capital Trust January 2005 - September 2006
Charles Schwab January 2004 - January 2005
Metavante July 2002 - January 2004
MFS Investment Management August 1999 - July 2002
Skills
ERISA, 401k, Pensions, Fiduciary, Fiduciary Liability, Retirement Plan..., Employee Benefits, Estate Planning, Securities, Management, Leadership, Financial Advisory, Business Development, Financial Services, Retirement, Retirement Planning, Mutual Funds, FINRA
Education
Plymouth State University 1995 — 1998
Bachelor of Arts, Political Science and History
MRHS
MRHS
Maine Maritime Academy
Amith Pakittiri's AST Capital Trust Experience November 2007 - April 2008
Job Senior Software Engineer Technical Lead at TrueBlue Inc.
Industry Computer Software
Experience
TrueBlue Inc. October 2009 - Present
TrueBlue Inc. June 2009 - September 2009
The Regence Group February 2009 - May 2009
Sierra Systems May 2008 - February 2009
AST Capital Trust November 2007 - April 2008
City of Jacksonville March 2007 - October 2007
Neigborhood America January 2007 - March 2007
Easa Husain Al-Yousifi & Sons Co. December 2002 - November 2006
Skills
API Development, SOA, REST, WCF, TFS, SaaS, .NET, C#, Node.js, ASP.NET, AngularJS, Backbone.js, Agile Methodologies, Mule ESB, RAML, Identity Management, Swagger, NHibernate, Entity Framework, Behavior driven..., Test Driven Development, SPA, Windows Azure, Visual Studio, LINQ, T-SQL, NoSQL, Microsoft SQL Server, MangoDB, WinForms, WPF, XAML, Web Services, SQL, XML, Software Development, SDLC, ASP.NET MVC, Databases, VB.NET, Scrum, IIS, ORM Tools, LLBLGen, Silverlight, PowerBuilder, Enterprise Architecture, ADO.NET, UML
Education
Indira Gandhi National Open University 2001 — 2003
MBA, Operations Management
Bharathiar University 1995 — 1998
B.Sc., Computer Science
TrueBlue Inc. October 2009 - Present
TrueBlue Inc. June 2009 - September 2009
The Regence Group February 2009 - May 2009
Sierra Systems May 2008 - February 2009
AST Capital Trust November 2007 - April 2008
City of Jacksonville March 2007 - October 2007
Neigborhood America January 2007 - March 2007
Easa Husain Al-Yousifi & Sons Co. December 2002 - November 2006
Skills
API Development, SOA, REST, WCF, TFS, SaaS, .NET, C#, Node.js, ASP.NET, AngularJS, Backbone.js, Agile Methodologies, Mule ESB, RAML, Identity Management, Swagger, NHibernate, Entity Framework, Behavior driven..., Test Driven Development, SPA, Windows Azure, Visual Studio, LINQ, T-SQL, NoSQL, Microsoft SQL Server, MangoDB, WinForms, WPF, XAML, Web Services, SQL, XML, Software Development, SDLC, ASP.NET MVC, Databases, VB.NET, Scrum, IIS, ORM Tools, LLBLGen, Silverlight, PowerBuilder, Enterprise Architecture, ADO.NET, UML
Education
Indira Gandhi National Open University 2001 — 2003
MBA, Operations Management
Bharathiar University 1995 — 1998
B.Sc., Computer Science
Paul MacDougall Paul MacDougall's AST Capital Trust Experience March 2005 - November 2007
Job Test Engineer
Industry Computer Software
Experience
Apriva April 2014 - Present
Apriva October 2013 - March 2014
Apollo Group / MDI Group June 2011 - October 2013
Jawa December 2010 - May 2011
Sage Software October 2008 - December 2010
SQA Remote January 2007 - December 2010
Comsys January 2008 - February 2008
AST Capital Trust March 2005 - November 2007
Assist Technologies October 2004 - March 2006
Pegasus Solutions, INC June 2004 - October 2004
Skills
Test Planning, SDLC, Quality Assurance, Software Quality..., Test Automation, Testing, Agile Methodologies, SharePoint, Quality Center, Process Improvement, Software Project..., Requirements Analysis, User Acceptance Testing, Waterfall, Test Cases, Agile Project Management, JIRA, Scrum, Software Development, QTP, SQL, TFS, Integration, Requirements Gathering, Web Applications, Microsoft SQL Server, Regression Testing, Web Services, .NET, XML, Databases, Visio, C#, SOA, Unix, Data Warehousing, Oracle, HP Quality Center, HP QTP
Education
Howell Cheney Technical High School 1987 — 1991
Carpentry/Carpenter
Apriva April 2014 - Present
Apriva October 2013 - March 2014
Apollo Group / MDI Group June 2011 - October 2013
Jawa December 2010 - May 2011
Sage Software October 2008 - December 2010
SQA Remote January 2007 - December 2010
Comsys January 2008 - February 2008
AST Capital Trust March 2005 - November 2007
Assist Technologies October 2004 - March 2006
Pegasus Solutions, INC June 2004 - October 2004
Skills
Test Planning, SDLC, Quality Assurance, Software Quality..., Test Automation, Testing, Agile Methodologies, SharePoint, Quality Center, Process Improvement, Software Project..., Requirements Analysis, User Acceptance Testing, Waterfall, Test Cases, Agile Project Management, JIRA, Scrum, Software Development, QTP, SQL, TFS, Integration, Requirements Gathering, Web Applications, Microsoft SQL Server, Regression Testing, Web Services, .NET, XML, Databases, Visio, C#, SOA, Unix, Data Warehousing, Oracle, HP Quality Center, HP QTP
Education
Howell Cheney Technical High School 1987 — 1991
Carpentry/Carpenter
Charles Goicoechea's AST Capital Trust Experience April 2004 - May 2008
Job Lead Software Architect at PrepNow Tutoring
Industry E-Learning
Experience
StudyPoint April 2013 - Present
EF Educational Tours June 2008 - March 2013
AST Capital Trust April 2004 - May 2008
Security Trust Company November 2002 - April 2004
Design-Plus Programming 1999 - 2002
Skills
ASP.NET MVC, ASP.NET Web API, KnockoutJS, jQuery, AJAX, Amazon Web Services..., MongoDB, .NET, Microsoft SQL Server, ASP.NET, WPF, LINQ, C#, WCF, DDD, Entity Framework, SOA, WCF Services, T-SQL, REST, Visual Studio, Scrum, Firebase, ORM, PHP, MySQL
Education
University of Oklahoma 1997 — 2000
Bachelor of Science (B.S.)
Syracuse University 1994 — 1996
StudyPoint April 2013 - Present
EF Educational Tours June 2008 - March 2013
AST Capital Trust April 2004 - May 2008
Security Trust Company November 2002 - April 2004
Design-Plus Programming 1999 - 2002
Skills
ASP.NET MVC, ASP.NET Web API, KnockoutJS, jQuery, AJAX, Amazon Web Services..., MongoDB, .NET, Microsoft SQL Server, ASP.NET, WPF, LINQ, C#, WCF, DDD, Entity Framework, SOA, WCF Services, T-SQL, REST, Visual Studio, Scrum, Firebase, ORM, PHP, MySQL
Education
University of Oklahoma 1997 — 2000
Bachelor of Science (B.S.)
Syracuse University 1994 — 1996
Noel Ata, CISA, MSIM Noel Ata, CISA, MSIM's AST Capital Trust Experience August 2004 - March 2005
Job IT SOX Controller at GE Healthcare
Industry Information Technology and Services
Experience
GE Healthcare September 2013 - Present
Pinnacle West Capital Corporation September 2011 - September 2013
Grant Thornton, LLP August 2009 - September 2011
Grant Thornton, LLP September 2007 - August 2009
Deloitte & Touche, LLP March 2005 - September 2007
AST Capital Trust August 2004 - March 2005
AST Capital Trust May 2004 - August 2004
AST Capital Trust February 2003 - May 2004
Showcase Pontiac/GMC August 2002 - February 2003
Skills
SAP, PeopleSoft, Unix, Windows, Internal Audit, ERP, Sarbanes-Oxley Act, IT Audit, Auditing, Data Privacy, COBIT, JDE Enterprise One, JDE One World, MS Axapta, Project Management, Utility Industry, Segregation of Duties, Change Management, SDLC, ITGC, Information Management, Information Security..., IBM iSeries, SSAE16, IT Project & Program..., FFIEC, Cyber Security, NERC CIP, Hyperion Planning, Governance, Sarbanes-Oxley, Business Process, SSAE 16, Business Process..., Management
Education
Arizona State University - W. P. Carey School of Business 2009 — 2010
Masters of Science, Information Management
University of Arizona, Eller College of Management 1998 — 2002
BSBA, Management Information Systems
GE Healthcare September 2013 - Present
Pinnacle West Capital Corporation September 2011 - September 2013
Grant Thornton, LLP August 2009 - September 2011
Grant Thornton, LLP September 2007 - August 2009
Deloitte & Touche, LLP March 2005 - September 2007
AST Capital Trust August 2004 - March 2005
AST Capital Trust May 2004 - August 2004
AST Capital Trust February 2003 - May 2004
Showcase Pontiac/GMC August 2002 - February 2003
Skills
SAP, PeopleSoft, Unix, Windows, Internal Audit, ERP, Sarbanes-Oxley Act, IT Audit, Auditing, Data Privacy, COBIT, JDE Enterprise One, JDE One World, MS Axapta, Project Management, Utility Industry, Segregation of Duties, Change Management, SDLC, ITGC, Information Management, Information Security..., IBM iSeries, SSAE16, IT Project & Program..., FFIEC, Cyber Security, NERC CIP, Hyperion Planning, Governance, Sarbanes-Oxley, Business Process, SSAE 16, Business Process..., Management
Education
Arizona State University - W. P. Carey School of Business 2009 — 2010
Masters of Science, Information Management
University of Arizona, Eller College of Management 1998 — 2002
BSBA, Management Information Systems
Adam Saylor Adam Saylor's AST Capital Trust Experience July 2007 - February 2008
Job Commercial Real Estate Professional
Industry Capital Markets
Experience
Manpower June 2011 - August 2012
Mark One Capital September 2008 - March 2011
Edward Jones May 2008 - August 2008
AST Capital Trust July 2007 - February 2008
Education
Arizona State University College of Law 2012 — 2014
Juris Doctor (J.D.)
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor's of Science, Finance
Manpower June 2011 - August 2012
Mark One Capital September 2008 - March 2011
Edward Jones May 2008 - August 2008
AST Capital Trust July 2007 - February 2008
Education
Arizona State University College of Law 2012 — 2014
Juris Doctor (J.D.)
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor's of Science, Finance
Kyle English's AST Capital Trust Experience September 2003 - June 2007
Job Project Manager/Sales Consultant at Social Animal Media
Industry Online Media
Experience
Social Animal Media, LLC June 2011 - Present
USA Hockey September 2008 - Present
Confluence January 2012 - January 2013
Edward Jones March 2010 - July 2011
American Express June 2007 - July 2009
AST Capital Trust September 2003 - June 2007
KorBenefits September 2002 - July 2003
Manulife Financial November 1999 - September 2002
Skills
New Business Development, Financial Services, 401k, Mutual Funds, Financial Analysis, Account Management, Investments, Cross Functional Team..., Relationship Management, Strategic Financial..., Small Business, Finance, Business Development, Entrepreneurship, Sales, CRM, Customer Retention, Retirement Planning, Microsoft Office, Management
Education
Bishop's University 1994 — 1998
BA, Major Political Studies, Minor Business, Minor Economics
Strathcona Tweedsmuir 1985 — 1994
Social Animal Media, LLC June 2011 - Present
USA Hockey September 2008 - Present
Confluence January 2012 - January 2013
Edward Jones March 2010 - July 2011
American Express June 2007 - July 2009
AST Capital Trust September 2003 - June 2007
KorBenefits September 2002 - July 2003
Manulife Financial November 1999 - September 2002
Skills
New Business Development, Financial Services, 401k, Mutual Funds, Financial Analysis, Account Management, Investments, Cross Functional Team..., Relationship Management, Strategic Financial..., Small Business, Finance, Business Development, Entrepreneurship, Sales, CRM, Customer Retention, Retirement Planning, Microsoft Office, Management
Education
Bishop's University 1994 — 1998
BA, Major Political Studies, Minor Business, Minor Economics
Strathcona Tweedsmuir 1985 — 1994
Alexa Behpour Alexa Behpour's AST Capital Trust Experience August 2006 - Present
Job Sales Associate
Industry Real Estate
Experience
AST Capital Trust August 2006 - Present
Education
MIB School of Management 1996 — 2000
Economics
AST Capital Trust August 2006 - Present
Education
MIB School of Management 1996 — 2000
Economics
Anthony (Tony) Giglio's AST Capital Trust Experience October 2007 - April 2008
Job Contractor Senior Business Systems Analyst at American Express
Industry Financial Services
Experience
American Express April 2012 - Present
American Express December 2009 - April 2012
TSYS Acquiring Solutions May 2008 - October 2008
AST Capital Trust October 2007 - April 2008
Charles Schwab Institutional Technology June 2007 - September 2007
Prudential Real Estate and Relocation Services January 2006 - March 2007
Investors Bank & Trust November 2000 - October 2005
Deloitte & Touche November 1998 - November 2000
The Boston Company 1993 - 1995
Skills
SDLC, Business Analysis, Financial Statement..., Agile Methodologies, Auditing, Business Requirements, Management, Management Consulting, Portfolio Management, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Vendor Management, Visio
Education
Bentley University 1986 — 1992
BS, Accountancy
American Express April 2012 - Present
American Express December 2009 - April 2012
TSYS Acquiring Solutions May 2008 - October 2008
AST Capital Trust October 2007 - April 2008
Charles Schwab Institutional Technology June 2007 - September 2007
Prudential Real Estate and Relocation Services January 2006 - March 2007
Investors Bank & Trust November 2000 - October 2005
Deloitte & Touche November 1998 - November 2000
The Boston Company 1993 - 1995
Skills
SDLC, Business Analysis, Financial Statement..., Agile Methodologies, Auditing, Business Requirements, Management, Management Consulting, Portfolio Management, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Vendor Management, Visio
Education
Bentley University 1986 — 1992
BS, Accountancy
Steve Ferber's AST Capital Trust Experience 2005 - 2008
Job PIMCO SVP, DC Practice
Industry Investment Management
Experience
PIMCO July 2008 - Present
AST Capital Trust 2005 - 2008
Education
University of California, Los Angeles 1978 — 2003
PIMCO July 2008 - Present
AST Capital Trust 2005 - 2008
Education
University of California, Los Angeles 1978 — 2003
John Randall's AST Capital Trust Experience August 2003 - April 2007
Job Sr Vice President at Reliance Trust Company
Industry Banking
Experience
Reliance Trust Company April 2007 - Present
AST Capital Trust August 2003 - April 2007
MFS Investment Management 2000 - 2003
Skills
Strategic Planning, Project Management, Risk Management, Mutual Funds, Microsoft Excel, Microsoft Office, Customer Service, Business Analysis, New Business Development, Investments, Team Building, Financial Analysis, Asset Managment, Process Improvement, Banking, Leadership, Management, Business Development, Asset Management
Education
Suffolk University 1991 — 1993
BA, Communications
Reliance Trust Company April 2007 - Present
AST Capital Trust August 2003 - April 2007
MFS Investment Management 2000 - 2003
Skills
Strategic Planning, Project Management, Risk Management, Mutual Funds, Microsoft Excel, Microsoft Office, Customer Service, Business Analysis, New Business Development, Investments, Team Building, Financial Analysis, Asset Managment, Process Improvement, Banking, Leadership, Management, Business Development, Asset Management
Education
Suffolk University 1991 — 1993
BA, Communications
Liza Cobo's AST Capital Trust Experience April 2007 - November 2007
Job Professional with background in financial industry with various positions in the financial industry.
Industry Financial Services
Experience
Tofasco of America, Inc. September 2014 - Present
Morgan Stanley Smith Barney December 2010 - January 2012
Morgan Stanley Smith Barney January 2009 - November 2011
AIG SunAmerica September 2008 - December 2008
Kaiser Permanente March 2008 - August 2008
AST Capital Trust April 2007 - November 2007
Pacific Life Insurance September 2003 - April 2007
Transamerica April 1996 - August 2003
Skills
Customer Service, Customer Relations, 401k, Annuities, Series 63, Mutual Funds, Employee Benefits, Financial Modeling, Insurance, Account Management, Securities, Process Improvement, Asset Management, Call Center, Portfolio Management, New Business Development, Sales Management, Team Building, Compliance, Excel, Financial Planning, Problem Solving, Budgeting, PowerPoint, Microsoft Office, Word, Wealth Management, Access, Retirement Planning, Sales Support, Operations Management, Outlook, Financial Services, Investments, Sales, Leadership, CRM, Relationship Management, Marketing, Management, Finance, FINRA, Fixed Annuities, Training
Education
California State University-Northridge 1987 — 1993
Tofasco of America, Inc. September 2014 - Present
Morgan Stanley Smith Barney December 2010 - January 2012
Morgan Stanley Smith Barney January 2009 - November 2011
AIG SunAmerica September 2008 - December 2008
Kaiser Permanente March 2008 - August 2008
AST Capital Trust April 2007 - November 2007
Pacific Life Insurance September 2003 - April 2007
Transamerica April 1996 - August 2003
Skills
Customer Service, Customer Relations, 401k, Annuities, Series 63, Mutual Funds, Employee Benefits, Financial Modeling, Insurance, Account Management, Securities, Process Improvement, Asset Management, Call Center, Portfolio Management, New Business Development, Sales Management, Team Building, Compliance, Excel, Financial Planning, Problem Solving, Budgeting, PowerPoint, Microsoft Office, Word, Wealth Management, Access, Retirement Planning, Sales Support, Operations Management, Outlook, Financial Services, Investments, Sales, Leadership, CRM, Relationship Management, Marketing, Management, Finance, FINRA, Fixed Annuities, Training
Education
California State University-Northridge 1987 — 1993
Jeriad Paul's AST Capital Trust Experience June 2007 - July 2008
Job Manager, Global Investment Control at Capital Group
Industry Financial Services
Experience
Capital Group April 2015 - Present
BNY Mellon September 2014 - April 2015
Charles Schwab August 2008 - June 2014
AST Capital Trust June 2007 - July 2008
Fiserv ISS June 2000 - June 2007
Skills
Leadership, Management, Thought Leadership, Employee Engagement, Employee Relations, Team Building, Cross-functional Team..., Trading, Financial Services, Mutual Funds, Securities, Operations Management, Equities, Fixed Income, Corporate Actions, Alternative Investments, Variable Products, Relationship Management, Command, High Achiever, Project Management, Agile Project Management, Business Process..., Process Improvement, Kaizen, Agile & Waterfall..., Risk Management, 401k, Banking, Retirement Planning, Wealth Management
Education
North Dakota State University 1993 — 1999
Bachelor of Science (BS), Finance
Capital Group April 2015 - Present
BNY Mellon September 2014 - April 2015
Charles Schwab August 2008 - June 2014
AST Capital Trust June 2007 - July 2008
Fiserv ISS June 2000 - June 2007
Skills
Leadership, Management, Thought Leadership, Employee Engagement, Employee Relations, Team Building, Cross-functional Team..., Trading, Financial Services, Mutual Funds, Securities, Operations Management, Equities, Fixed Income, Corporate Actions, Alternative Investments, Variable Products, Relationship Management, Command, High Achiever, Project Management, Agile Project Management, Business Process..., Process Improvement, Kaizen, Agile & Waterfall..., Risk Management, 401k, Banking, Retirement Planning, Wealth Management
Education
North Dakota State University 1993 — 1999
Bachelor of Science (BS), Finance
Steve Ferber's AST Capital Trust Experience 2003 - 2008
Job SVP at PIMCO
Industry Investment Management
Experience
PIMCO July 2008 - Present
AST Capital Trust 2003 - 2008
Morley Financial (Gartmore Morley) 2000 - 2003
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Fixed Income, Hedge Funds, Investment Management, Investments, Marketing, Mutual Funds, Portfolio Management, Series 63, Series 7
Education
University of California, Los Angeles 1978 — 1983
Economics
PIMCO July 2008 - Present
AST Capital Trust 2003 - 2008
Morley Financial (Gartmore Morley) 2000 - 2003
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Fixed Income, Hedge Funds, Investment Management, Investments, Marketing, Mutual Funds, Portfolio Management, Series 63, Series 7
Education
University of California, Los Angeles 1978 — 1983
Economics
Paul Scharneck's AST Capital Trust Experience 2005 - 2008
Job Manager Alliance Relationship Management at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions April 2015 - Present
Wilmington Trust September 2014 - April 2015
Wilmington Trust January 2013 - September 2014
Wilmington Trust February 2009 - January 2013
Wilmington Trust July 2007 - January 2010
AST Capital Trust 2005 - 2008
AST Capital Trust 2005 - 2007
The Retirement Plan Company February 2005 - October 2005
GoldK February 2004 - February 2005
Emplanet April 2002 - November 2002
Skills
Mutual Funds, 401k, Financial Services, Securities, Retirement, Investments, Wealth Management, Retirement Planning, Defined Benefit, Business Analysis, Portfolio Management, Relationship Management, Asset Allocation, Asset Management, Investment Advisory, Pensions, Series 6, FINRA
Education
Eastern Nazarene College 1993 — 1997
B.A, History, American Government
Matrix Financial Solutions April 2015 - Present
Wilmington Trust September 2014 - April 2015
Wilmington Trust January 2013 - September 2014
Wilmington Trust February 2009 - January 2013
Wilmington Trust July 2007 - January 2010
AST Capital Trust 2005 - 2008
AST Capital Trust 2005 - 2007
The Retirement Plan Company February 2005 - October 2005
GoldK February 2004 - February 2005
Emplanet April 2002 - November 2002
Skills
Mutual Funds, 401k, Financial Services, Securities, Retirement, Investments, Wealth Management, Retirement Planning, Defined Benefit, Business Analysis, Portfolio Management, Relationship Management, Asset Allocation, Asset Management, Investment Advisory, Pensions, Series 6, FINRA
Education
Eastern Nazarene College 1993 — 1997
B.A, History, American Government
Robert Griffith, CPC, QPA, QKA's AST Capital Trust Experience November 2002 - June 2004
Job Benefits Consultant at Milliman
Industry Financial Services
Experience
Milliman January 2011 - Present
Milliman July 2004 - January 2011
AST Capital Trust November 2002 - June 2004
AST Trust February 1999 - November 2002
Skills
Employee Benefits, 401k, Compliance, Customer Relations, Retirement, Relius Administration, Form 5500 preparation, Retirement Planning, Customer Service, Defined Contribution, Pensions, Retirement Plan..., ERISA, Profit Sharing, Human Resources, Payroll, Qualified Retirement..., Benefits Administration, Executive Pay, Pension Administration, Mutual Funds
Education
Arizona State University - W. P. Carey School of Business 1992 — 1998
Business, Finance
Milliman January 2011 - Present
Milliman July 2004 - January 2011
AST Capital Trust November 2002 - June 2004
AST Trust February 1999 - November 2002
Skills
Employee Benefits, 401k, Compliance, Customer Relations, Retirement, Relius Administration, Form 5500 preparation, Retirement Planning, Customer Service, Defined Contribution, Pensions, Retirement Plan..., ERISA, Profit Sharing, Human Resources, Payroll, Qualified Retirement..., Benefits Administration, Executive Pay, Pension Administration, Mutual Funds
Education
Arizona State University - W. P. Carey School of Business 1992 — 1998
Business, Finance
Thomas Ciminello's AST Capital Trust Experience July 2005 - October 2006
Job Financial Services Professional
Industry Financial Services
Experience
Stoker Ostler Wealth Advisors October 2006 - October 2008
AST Capital Trust July 2005 - October 2006
Vanderbilt Capital Advisors March 2004 - May 2005
Education
Southern New Hampshire University 1992 — 1996
BA, Communications
Stoker Ostler Wealth Advisors October 2006 - October 2008
AST Capital Trust July 2005 - October 2006
Vanderbilt Capital Advisors March 2004 - May 2005
Education
Southern New Hampshire University 1992 — 1996
BA, Communications
Michael Selikoff's AST Capital Trust Experience 2005 - 2007
Job Wealth Management Banking Professional
Industry Banking
Experience
AST Capital Trust 2005 - 2007
Bank of New York, Putnam Trust division 1994 - 2000
Education
Syracuse University - Martin J. Whitman School of Management
M.B/
University of Pennsylvania - The Wharton School
B.S., Finance, Management
AST Capital Trust 2005 - 2007
Bank of New York, Putnam Trust division 1994 - 2000
Education
Syracuse University - Martin J. Whitman School of Management
M.B/
University of Pennsylvania - The Wharton School
B.S., Finance, Management
Denise Chancellor's AST Capital Trust Experience 2002 - 2004
Job Manager Mutual Funds Dividends at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2010 - Present
Residential Real Estate Company 2005 - May 2011
AST Capital Trust 2002 - 2004
Janus Capital Group 1989 - 2001
Skills
Team Building, Mutual Funds
Education
Northern Arizona University 1984 — 1988
Bachelor of Science
Charles Schwab 2010 - Present
Residential Real Estate Company 2005 - May 2011
AST Capital Trust 2002 - 2004
Janus Capital Group 1989 - 2001
Skills
Team Building, Mutual Funds
Education
Northern Arizona University 1984 — 1988
Bachelor of Science
Wendy Laws's AST Capital Trust Experience June 2006 - April 2008
Job VP and Counsel at M&T Wilmington Trust
Industry Banking
Experience
M&T - Wilmington Trust April 2008 - Present
AST Capital Trust June 2006 - April 2008
PeoplesBank 2004 - May 2006
Goodall & Yurchak P.C. 2003 - 2004
Delafield McGee Jones & Kauffmann 2000 - 2003
The Honorable Charles C. Brown Jr, P.J., Centre County, PA 1999 - 2000
Skills
Estate Planning, Trusts, Alternative Investments, Commercial Litigation, Corporate Governance, Corporate Law, Investment Advisory, Mutual Funds, Retirement, Securities, Trust Management, Trust Services, Wealth Management, Financial Services
Education
Duquesne University
B.S., Spanish & Political Science
Widener University School of Law
J.D.
M&T - Wilmington Trust April 2008 - Present
AST Capital Trust June 2006 - April 2008
PeoplesBank 2004 - May 2006
Goodall & Yurchak P.C. 2003 - 2004
Delafield McGee Jones & Kauffmann 2000 - 2003
The Honorable Charles C. Brown Jr, P.J., Centre County, PA 1999 - 2000
Skills
Estate Planning, Trusts, Alternative Investments, Commercial Litigation, Corporate Governance, Corporate Law, Investment Advisory, Mutual Funds, Retirement, Securities, Trust Management, Trust Services, Wealth Management, Financial Services
Education
Duquesne University
B.S., Spanish & Political Science
Widener University School of Law
J.D.
Ronnett Roach's AST Capital Trust Experience February 2000 - Present
Job Conversion Manager at AST Capital Trust
Industry Financial Services
Experience
AST Capital Trust February 2000 - Present
Education
Tidewater Community College 1991 — 1994
Associate's degree
AST Capital Trust February 2000 - Present
Education
Tidewater Community College 1991 — 1994
Associate's degree
Lauren Lemon's AST Capital Trust Experience April 2008 - May 2008
Job Banking Professional
Industry Banking
Experience
M&T Bank 2008 - 2012
AST Capital Trust April 2008 - May 2008
Skills
Charitable Trusts, Grant Administration, Accounts Payable, Customer Service, Donor Advised Funds, Pooled Income Funds, Account Maintenance
Education
University of Delaware 2003 — 2006
No Degree/Seeking to finish my education., English
Christiana High School 1999 — 2003
High School Diploma
M&T Bank 2008 - 2012
AST Capital Trust April 2008 - May 2008
Skills
Charitable Trusts, Grant Administration, Accounts Payable, Customer Service, Donor Advised Funds, Pooled Income Funds, Account Maintenance
Education
University of Delaware 2003 — 2006
No Degree/Seeking to finish my education., English
Christiana High School 1999 — 2003
High School Diploma