Capital Group
Industry: Financial services company
DescriptionCapital Group is an American financial services company. It ranks among the world’s oldest and largest investment management organizations, with $1.87 trillion in assets under management. Assets under management: 1.87 trillion USD (September 2018) Headquarters: Los Angeles, California, United States Founder: Jonathan Bell Lovelace Founded: 1931 Number of employees: 7,500 (June 30, 2017) Subsidiaries: American Funds,
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Capital Group Employees
Starbucks February 2013 - Present
Cardinal Canteen Food Service October 2012 - Present
Capital Group September 2012 - October 2012
Anchor Canteen May 2012 - July 2012
Panera Bread October 2008 - July 2012
MED3000 July 2003 - July 2008
Skills
Accounts Receivable, Microsoft Office, QuickBooks, MEI, Oral & Written..., Invoice Processing, Collections, Data Entry, Multi-line Phone, Sales, Billing Process, Customer Retention, Coffee, Bookkeeping, Accounting, Vending
Education
Alleghany High School 1995 — 1999
General Studies, General Studies
Tidewater Community College
Environmental Science
Capital Group July 2012 - Present
Capital Group 2007 - Present
Capital Group June 2009 - July 2012
Capital Group 2003 - 2008
Capital Group 2006 - 2007
Capital Group 1998 - 2003
Six Flags Theme Parks 1993 - 1998
Skills
Process Improvement, Mutual Funds, Business Analysis, Change Management, Financial Services, Risk Management, Strategic Planning, Team Building, Vendor Management, Performance Management, Financial Analysis, Talent Management, Project Management, Sales Management, Series 6, Series 26, Management, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
Executive Education Program, General Management Certification
The University of Texas at San Antonio 1993 — 1998
BBA, Business Administration - Management
Capital Group May 2015 - Present
CuttingEdgeGamer LLC May 2014 - Present
College of Natural Science February 2014 - May 2014
De Leon & Washburn, P.C. September 2013 - December 2013
RuffaloCODY September 2012 - February 2013
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Networking, Recruiting, Planning Budgeting &..., Team Management, Budget Monitoring, Microsoft Word, Budget Forecasts, Income Statement, Visual Basic, Delegation, Fundraising, Philanthropy, Deliquent Accounts, Cold Calling, Social Networking, Return on Investment, Cash Flow Statements, Donations, Depreciation, Expense Management, Purchasing, Cash Flow Forecasting, iPhone
Education
The University of Texas at Austin 2012 — 2016
Bachelor's Degree, Finance, General, Junior
Alvirne High School 2008 — 2012
High School
Capital Group August 2014 - Present
Capital Group June 2013 - August 2014
Key Bank August 2010 - June 2013
KeyBank August 2009 - August 2010
Skills
Loans, Banking, Cross Selling, Retail Banking, Consumer Lending, Customer Service, Risk Management, Cash Management, Mutual Funds
Education
Tri-State University 2005 — 2008
Bachelor of Science, Health Promotions and Recreational Programming
Capital Group July 2014 - Present
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
University of Southern California 2013 — 2014
Master of Accounting
University of North Carolina at Charlotte 2005 — 2008
Bachelor of Science in Business Management
Lighthouse Design LLC 2001 - Present
Magazine and Publishing Experience 1986 - 2012
Capital Group July 1998 - June 2006
BBDO 1998 - 1999
G2 Worldwide May 1996 - June 1998
BBDO West January 1994 - June 1998
TracyLocke January 1989 - December 1993
Mattel January 1990 - December 1990
RPA January 1987 - December 1988
Skills
Corporate Identity, Graphic Design, Advertising, Creative Direction, Art Direction, Corporate Branding, Logo Design, Branding & Identity, Direct Mail, Brochures, Copywriting, Web Design, Adobe Creative Suite, Layout, Packaging, Concept Development, Newsletters, Marketing, Direct Marketing, Catalogs, Posters, Integrated Marketing, Creative Strategy, Email Marketing, Marketing Communications, Brand Development, Brand Management, Illustration, Banners, Online Marketing, Creative Services, Social Media Marketing, Pre-press, Graphics, Interactive Marketing, Outdoor Advertising, Interactive Advertising, InDesign, SEO, Collateral, Business Cards, Flyers, Image Manipulation, Visual Communication, User Experience, Annual Reports, Trade Shows, Marketing Plan Creation, Creative Problem Solving, Mobile Marketing
Education
The Ohio State University
BS, Art
Radcliffe
Bachelor of Science (BS), Fine/Studio Arts, General
Capital Group June 2015 - August 2015
Sir Hudson International August 2014 - September 2014
Occasion March 2014 - June 2014
Harvard Project for Asian and International Relations (HPAIR) February 2014 - February 2014
Education
The University of Chicago 2013 — 2017
Bachelor of Arts (B.A.), Economics and Statistics
The University of Hong Kong 2014 — 2014
Vivian Webb School 2009 — 2013
High School Diploma
Capital Group February 2008 - Present
ABDO Publishing August 2007 - Present
Antarctic Press 2007 - 2008
Nintendophiles (N-philes.com) 2001 - 2004
Skills
HTML, Process Mapping, Word, Process Improvement, MindManager, Microsoft Word, Process Engineering, Business Process Mapping, Storytelling, Leadership, Management, Theatre, Photoshop, Research, Strategy
Education
The University of Texas at San Antonio 2009 — 2011
EMBA, Business
Trinity University 2003 — 2007
Bachelor of Arts, Communications, Drama
Capital Group November 2009 - Present
Skills
Mutual Funds, 401k, Investments, Asset Allocation, Investment Strategies, Series 63, Retirement, Retirement Planning, Wealth Management, Investment Advisory, Asset Management, Management, Equities
Education
The University of Texas at Austin
PT PAL April 2013 - Present
Los Angeles Orthopaedic Hospital 2012 - April 2013
Partscheck Live March 2011 - January 2012
Trial Behavior Consulting November 2008 - November 2010
Trial Partners November 2006 - November 2008
Capital Group April 2002 - October 2005
British American Business Council September 2000 - December 2001
Education
The University of Law, London 2003 — 2006
PgDL, Law
The University of Sheffield 1997 — 2000
BA (Hons), Sociology
San Antonio Pipes & Drums August 1994 - May 2014
Capital Group October 2006 - August 2013
Capital Group October 2004 - October 2006
Capital Group October 2001 - October 2004
United States Air Force October 1971 - January 1995
Education
Park University 1995 — 1998
Bachelor of Science (BS), Computer Science, 3.944 GPA
The University of Texas at Austin 1970 — 1971
Industrial Engineering
Capital Group April 2015 - Present
Capital Group October 2014 - March 2015
Capital Group December 2012 - October 2014
Xerox May 2005 - December 2012
Spherion at Dell November 2003 - May 2005
Invesco Aim May 2000 - November 2003
Invesco Aim January 1999 - May 2000
Skills
Process Improvement, Quality Assurance, Data Analysis, Analysis, Business Analysis, Six Sigma, Project Management, Business Process..., Business Planning, Survey Design, Program Development, Quality Management, Project Implementation, Process Development, Mutual Funds, Customer Service, Continuous Improvement
Education
The University of Texas at Austin 1995 — 1998
Bachelor of Arts, Government
Confidential Search Solutions December 2013 - September 2014
TFI Resources February 2013 - June 2013
AllianceBernstein August 2009 - July 2011
AllianceBernstein September 2005 - August 2009
Capital Group 1990 - 2003
UT Health Science Center at San Antonio 1980 - 1990
Skills
Recruiting, Talent Management, Onboarding, Interviews, Employee Relations, Human Resources, Performance Management, Temporary Placement, Training, Coaching, New Hire Orientations, Management, Contract Recruitment, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Employee Benefits, HR Policies, Temporary Staffing, College Recruiting, Team Building, Career Development, Taleo, Hiring, Sourcing, Staffing Services, Executive Search, Team Management, Internet Recruiting, Resume Writing, Management Consulting, Customer Service, Leadership Development, Screening, Screening Resumes, Staff Development, HRIS, Workforce Planning, Benefits Negotiation, Benefits Administration, Supervisory Skills, Mentoring, SDLC, Employee Engagement, Personnel Management, Employee Training, Succession Planning, Customer Relations, Interviewing, Direct Sales
Education
The University of Texas at San Antonio 1987 — 1989
B.A.
Holmes
University of Wisconsin Milwaukee August 2015 - Present
Capital Group February 2015 - July 2015
lululemon athletica April 2014 - February 2015
Indy Synchro September 2013 - May 2014
lululemon athletica September 2013 - April 2014
The Center for Applied Research in Dementia October 2012 - April 2013
Skills
Research, Leadership, Community Outreach, Management, Event Planning, Recruiting, Interpersonal..., Inventory Management, Sales, Coaching, Time Management, CPR Certified, Interviewing Skills
Education
The Ohio State University 2012 — 2013
Bachelor of Arts (B.A.), Speech and Hearing Science minor, 3.77
The Ohio State University 2006 — 2010
Bachelor of Arts (B.A.), Psychology minoring in Theatre
Capital Group December 2014 - Present
Kopp Investment Advisors March 2014 - November 2014
Piper Jaffray September 2012 - March 2014
Oak Ridge Financial June 2012 - September 2012
Oak Ridge Financial May 2011 - August 2011
Minneapolis Portfolio Management Group llc June 2009 - August 2010
Skills
Bonds, Investment Banking, Trading, Securities, Equities, Bloomberg, Financial Modeling, Equity Research, Modeling, Financial Analysis, Traders
Education
University of Kansas 2008 — 2012
Business, Finance
Capital Group August 2012 - Present
SACU January 2003 - July 2012
Skills
Financial Reporting, Financial Analysis, General Ledger, Account Reconciliation, Accounts Payable, Journal Entries, Bank Reconciliation, Microsoft Excel, Banking, Access, Outlook, Process Improvement, Financial Accounting, Payroll, Accounting
Education
The University of Texas at San Antonio 2007 — 2010
Accounting, Accounting, 3.32
Capital Group June 2015 - Present
American Funds June 2012 - June 2015
American Funds January 2011 - June 2012
Firstmark Credit Union August 2007 - January 2011
Woodforest National Bank April 2006 - July 2007
Hollywood Video July 2005 - March 2006
Skills
Italian, Microsoft Office, English, Banking, Finance, Investments, Mutual Funds, Account Reconciliation, Accounting, Auditing, Customer Service, Management, Retirement Planning
Education
Texas A&M University San Antonio 2012 — 2013
Master of Business Administration (MBA), Finance, General, 3.91
The University of Texas at San Antonio 2005 — 2010
Bachelor of Business Administration (BBA), Finance, General
Comm Arts 2001 — 2005
Capital Group May 2013 - Present
Capital Group 2006 - April 2013
American Funds 1998 - 2006
Eckerd 1998 - 1998
Toys R Us 1995 - 1997
Skills
Analysis, Business Process, Requirements Gathering, Testing, Business Analysis, Visio, SDLC, Training, Process Improvement, Management, Requirements Analysis, Business Process..., Leadership, Agile Methodologies, SharePoint, Lotus Notes, Vendor Management, Change Management, Data Analysis, Business Requirements, Software Documentation, Microsoft Excel, Business Intelligence, Access, Microsoft Office, Excel, PowerPoint, Word, Operations Management, Mutual Funds
Education
The University of Texas at San Antonio
BS, Information Systems
Wright State University
Capital Group 2013 - Present
The BestDraft Company 2008 - 2012
Ford Motor Company September 2007 - April 2008
Dance Sport Academy of Michigan January 2005 - April 2008
Ford Motor Credit Company 2006 - 2007
Ford Motor Credit Company 2002 - 2004
Ford Motor Company 1997 - 2004
Skills
Project Management, Financial Analysis and..., Strategic Planning, Budget Oversight, Financial Forecasting, Forecast Modeling, Performance Analysis, Accounting, SEC reporting, Business Continuity, Risk Management, Marketing Strategy, Pricing, Business Process..., Ad Hoc Reporting, Six Sigma, Cost Savings, Risk Assessment, SOX, Software Training, Staff Training, Organizational Change, Project Implementation, Forecasting, Budgeting, Process Improvement, Project Planning, Leadership, Finance, Budgets, Sarbanes-Oxley Act, Financial Analysis, Change Management, Strategy, Analysis, Sarbanes-Oxley, Operations Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2003
MBA
The Ohio State University Fisher College of Business 1992 — 1997
BSBA, Finance
Charles F. Brush High School
Fidelity Investments September 2011 - Present
JPMorgan July 2009 - September 2011
Capital Group June 1995 - June 2009
Gateway Educational Products June 1992 - June 1995
UPS June 1986 - June 1992
Skills
Auditing, ERISA, Activity Based Costing, Fund Accounting, Financial Analysis, Accounting, Financial Reporting, Investments, Asset Managment, Valuation, Mutual Funds, Securities, Fixed Income, Equities, Account Reconciliation, Internal Controls, Bloomberg, Financial Statements, Portfolio Management, Process Improvement, Fund Of Funds, Due Diligence, ETFs, Asset Management, GAAP, Fund Administration, Business Analysis, Cash Management
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2009
Continuing Professional Education, Strategic Management, Managerial Accounting, Negotiation
University of Redlands 1996 — 1998
MBA, Business and Finance
University of Redlands 1993 — 1995
BBA, Business Management
Capital Group July 2007 - Present
American Funds March 2006 - July 2007
Skills
Data Warehousing, ETL, SDLC, PMP, Requirements Gathering, Business Intelligence, Business Analysis, Data Modeling, Agile Methodologies, Requirements Analysis, Systems Analysis, Visio, Business Objects, SharePoint, Enterprise Architecture
Education
The University of Texas at San Antonio 1996 — 1999
Bachelor of Arts (B.A.), Psychology, Magna Cum Laude
Capital Group April 2011 - Present
INVESCO Institutional N.A. 2007 - April 2011
INVESCO November 2007 - March 2011
Advent Capital Management November 2005 - November 2007
mPower 1999 - 2001
Sanwa Bank 1995 - 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Equities, Mutual Funds, Fixed Income, Investments, Portfolio Management, Investment Management, Series 7, Investment Strategies, Series 63, Capital Markets, Securities, Private Equity, Investment Advisory, Financial Services, Bloomberg, Wealth Management, Series 24, Institutional..., Emerging Markets, Relationship Management, 401k, Pensions, Business Development, New Business Development, Institutional, Pension Funds, Institutional Sales, Defined Benefit, Separately Managed..., Series 65, Fund Of Funds, Trading, Structured Products, Asset Managment, FINRA, Product Management, Thought Leadership, Retirement
Education
The University of Texas at Austin 1986 — 1990
Bachelor's degree, Economics
Samsung Austin Semiconductor December 2010 - Present
Samsung Austin Semiconductor October 2006 - August 2010
Capital Group October 2004 - October 2006
American Funds 2004 - 2006
University of Texas at Austin January 2001 - June 2004
Skills
Human Resources, Recruiting, HRIS, College Recruiting, Management, Technical Recruiting, Sourcing, Personnel Management, Interviews, Talent Acquisition, Strategy, Process Improvement, Cross-functional Team..., Leadership, Talent Management, Performance Management, Compensation, Employee Relations, Employee Recognition, Policy Writing, Compensation Planning, Compensation Strategies
Education
The University of Texas at Austin 1999 — 2004
Bachelor's Degree, Regional Development & Urban Planning, GIS. Minor in English
Lone Star Theatre Company 2011 - Present
CrazyTownBlog 2012 - Present
Harlandale High School August 2008 - June 2010
The Playhouse 2005 - 2010
Capital Group 2006 - 2008
Skills
Theatre, Performing Arts, Entertainment, Musical Theatre, Social Media, Acting, Editing
Education
The University of Texas at San Antonio 2003 — 2005
Bachelor of Music, Arts Administration / Marketing
University of North Texas 2000 — 2002
Vocal Performance & Theatre
Capital Group July 2005 - Present
Deutsche Bank January 2002 - December 2004
UBS Investment Bank April 1984 - December 2001
Education
UCL 1978 — 1981
Bsc (2:1 Hons), Economics & Economic History
Capital Group August 2013 - Present
Jackson Hewitt Tax Service December 2012 - April 2013
Beck Industrial August 2011 - September 2012
Omron Healthcare February 2008 - January 2011
Leslie's Swimming Pool Supplies February 2002 - January 2008
Shamrock Foods December 1999 - July 2001
Victoria Machine Works January 1980 - October 1999
Skills
Job Cost Accounting, Standard Cost Accounting, Month End Close, Account Reconciliation, Financial Reporting, Financial Analysis, Budgeting and Variance..., Cash Management, Inventory Audits, Credit and Collections, Accounts Receivable, Accounts Payable, Payroll, Software Conversions, Microsoft Excel, Microsoft Office, MAS 90 / 200, JD Edwards, QuickBooks, Libra, Ross, Store 21, Sales, Store Management, Customer Service, Training, Loss Prevention, Inventory, Shipping and Receiving, Facilities Operations, Cost Accounting
Education
The University of Texas at Austin 1977 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Victoria College - Victoria, Texas 1975 — 1977
Associate's degree, Business Administration, Management and Operations
Capital Group October 2014 - Present
Capital Group June 2013 - October 2014
Skills
PowerPoint, Microsoft Excel, Finance, Microsoft Word, Microsoft Office, Public Speaking, Accounting, Financial Analysis, Data Analysis, Financial Modeling, Social Media, Financial Reporting
Education
The College of William and Mary 2011 — 2013
Bachelor's Degree, Finance, Accounting
Tidewater Community College 2009 — 2010
Associate of Business Administration
Minsk State Linguistic University 2002 — 2006
Linguistics
Capital Group October 2014 - Present
Alliant Asset Management August 2012 - October 2014
Dalton Investments June 2011 - December 2011
Cambridge Associates September 2008 - July 2010
Cambridge Associates January 2006 - September 2008
Cambridge Associates September 2005 - December 2005
Cambridge Associates January 2005 - September 2005
Skills
Financial Modeling, Asset Allocation, Equity Research, Hedge Funds, Asset Management, Investments, Valuation, Finance, Financial Analysis, Real Estate, LIHTC, Affordable Housing, Microsoft Excel, Microsoft Word, VBA, Capital IQ, Bloomberg, Equities, Capital Markets, Investment Management, Investment Strategies
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Investment Management
University of Maryland College Park 2001 — 2004
Bachelor of Science (BS), Finance, General
Capital Group 2010 - Present
Fox Networks Group 2005 - 2010
Seattle Home Theater 2003 - 2008
Avega Health Systems 2004 - 2005
Pacific Edge Software 2003 - 2004
Pacific Edge Software 2002 - 2003
Microsoft 1999 - 2002
Visio Corporation 1996 - 1999
Crane Corporation 1990 - 1996
Skills
Vendor Management, Enterprise Software, Project Management, Strategic Planning, Help Desk Support, Infrastructure..., Altiris, Financial Services, End User Training, Data Transformation, CRM, Consulting, Leadership, SharePoint, ITIL, Cloud Computing, Visio, Disaster Recovery, Software Project..., SaaS, IT Service Management, Management, Agile Methodologies, Active Directory, Servers, Networking, Data Center, Business Analysis, System Deployment, Strategy
Education
UCLA Anderson School of Management
Executive Program
Roosevelt High school
University of Washington
AllianceBernstein February 2012 - July 2013
AllianceBernstein August 2010 - March 2012
Capital Group June 2005 - August 2010
Education
The University of Texas at Austin
Capital Group June 2012 - Present
Capital Group March 2008 - May 2012
USAA April 2004 - March 2008
Aptis January 2000 - April 2004
Qwest Communications January 1997 - January 1999
U.S. Long Distance January 1995 - January 1997
Zero-Plus Dialing Inc January 1993 - January 1995
Skills
Testing, ITIL, Quality Management, Process Engineering, Mentoring, Process Improvement, IT Service Management, Agile, SDLC, Process Development, Change Management, IT Management, Release Management, Cross-functional Team..., Vendor Management, Team Leadership, Thought Leadership, Software Development, Staff Development, Project Delivery, Project Management, Product Management, Agile Methodologies, Business Process..., Quality Assurance, Requirements Analysis, Requirements Gathering, Team Building, Business Process, Business Analysis, PMO, MS Project, Management, Process Simulation, Application Managed..., Situational Leadership, Analysis, User Acceptance Testing, Strategy, Visio, Leadership, PMP, Project Portfolio..., Software Project..., Resource Management, Quality Center, Budgets, Software Quality...
Education
The University of Texas at San Antonio 1984 — 1991
B.A, Information Systems
Capital Group April 2015 - Present
A-Check Global December 2014 - April 2015
United Health Care - NAMM (North American Medical Management) July 2013 - September 2014
Technicolor July 2012 - July 2013
Live Nation October 2011 - July 2012
Cognizant Technology Solutions March 2011 - October 2011
The New York Times August 2010 - March 2011
University of Redlands August 2009 - November 2010
Jet Propulsion Laboratory January 2007 - June 2009
Accenture Technology Solutions 2005 - 2006
Skills
Cross-functional Team..., Integration, SDLC, Business Analysis, Software Development, ITIL, Project Management, Team Leadership, Solution Architecture, Management, Business Development, Leadership, Strategic Planning, E-commerce, Team Management, Analysis, Databases, Strategy, Business Intelligence, Agile Methodologies, Scrum, Enterprise Software, Consulting, Business Process, Vendor Management
Education
University of Redlands 2007 — 2009
MBA, Masters Business Adminstration
The Ohio State University 1995 — 2000
BS, Computer Information Science
Capital Group April 2013 - Present
Capital Group November 2010 - March 2013
Capital Group June 2007 - November 2010
Capital Group February 2006 - June 2007
Capital Group November 1994 - February 2006
AT&T October 1993 - November 1994
United States Air Force March 1988 - October 1993
Skills
Agile Methodologies, Contact Center..., Genesys, Management, Technical Architecture, Technology Management, Legacy Modernization, Solution Architecture, Storage Area Networks, Unix Operating Systems, Workflow Applications, Migration Projects, Computer Security, Integration, IT Solutions, EMC Storage Solutions, Storage Solutions, NetApp Filers, Veritas, Mountain Biking, Cross-functional Team..., Distributed Team..., Virtualization, Technical Leadership, Organizational..., Organizational Design, IT Strategy, Offshoring, Vendor Management, IT Outsourcing, IT Recruitment, IT Relationship..., Risk Management, Enterprise Architecture, Unix, Business Analysis, Disaster Recovery, SDLC, Software Development, Process Improvement
Education
The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Momentum Skilled Services, LLC June 2014 - July 2015
Capital Group August 2013 - June 2014
Hotze Health & Wellness Center August 2012 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Event Planning, Social Networking, Real Estate, Risk Management, Finance, Financial Accounting, Account Reconciliation, Customer Service, Financial Analysis, Public Speaking, Sales, Leadership, Access, Social Media, Customer Satisfaction, Financial Modeling, Marketing, Time Management, Team Building, Data Analysis, Teamwork, Inventory Management, Administrative..., SAP, Marketing Communications, Small Business, Budgets, Accounts Payable, Management
Education
The University of Texas at San Antonio 2007 — 2012
BBA, Finance
Capital Group August 2014 - Present
Parish Manufacturing April 2011 - July 2014
Wyndham Worldwide / RCI November 2005 - April 2011
Trader Joe's November 2002 - July 2005
Keynote August 2000 - July 2002
Skills
Customer Service, Customer Relations, Account Management, Problem Solving, Dispute Resolution, Business Development, Customer Satisfaction, Sales, Key Account Management, Management, Selling, New Business Development, Manufacturing, Direct Sales, Retail, Leadership, Enterprise Software, Insurance, Microsoft Office, Public Speaking, Process Improvement
Education
The Ohio State University 1986 — 1992
BA, Broadcast Journalism
St. Francis de Sales High School 1982 — 1986
Capital Group September 2011 - Present
Nestle USA March 2007 - March 2011
Nestle USA August 2004 - February 2007
Nestle USA May 2002 - August 2004
Nestle USA January 2001 - April 2002
Nestle USA January 2000 - December 2000
Nestle USA July 1999 - January 2000
Nestle USA August 1998 - July 1999
Nestle USA September 1996 - August 1998
Hallmark Cards July 1992 - August 1994
Skills
Marketing, Brand Management, Nutrition, Shopper Marketing, Customer Insight, B2B, Marketing Strategy, Consumer Products, Segmentation, Digital Marketing, Relationship Marketing, Product Development, Sales, Market Analysis, Market Research
Education
UCLA Anderson School of Management 1994 — 1996
MBA, Marketing
University of California, Irvine 1986 — 1990
BA, Economics
Valero Energy Corporation June 2013 - Present
Sol Schwartz & Associates, P.C. June 2012 - June 2013
Sol Schwartz & Associates, P.C. January 2011 - July 2012
Brehm Havel & Co. August 2009 - January 2011
Capital Guardian Trust Company January 2005 - June 2009
Capital Group June 2003 - January 2005
Skills
Accounting, Tax
Education
The University of Texas at San Antonio
BA, Accounting
Capital Group February 1998 - Present
Capital Group February 1998 - Present
Capital Group February 1998 - Present
Capital Group February 1998 - Present
Capital Group February 1998 - Present
Capital Group February 1998 - Present
Skills
SDLC, Requirements Analysis, Visio, Requirements Gathering, Business Analysis, Project Management, Management, Development Coaching, Productivity Coaching, Team Management, MS Project, Training, Business Process..., Process Improvement, Analysis, Change Management, Software Documentation, Project Portfolio..., Software Project..., Business Intelligence, PMP, IT Strategy, Agile Methodologies, Business Requirements, IT Management, PMO, SharePoint
Education
The University of Texas at San Antonio 1999 — 2002
Master of Business (MBA), Business Administration and Management, General
The University of Texas at San Antonio
Bachelor of Music, Marketing
Pape-Dawson Engineers May 2013 - Present
Bain Medina Bain, Inc. May 2012 - May 2013
SMPS San Antonio 2012 - 2013
Bain Medina Bain, Inc. April 2011 - April 2012
Nari Holdings July 2010 - April 2011
MAPCO, Inc. August 2008 - December 2010
Capital Group January 2008 - May 2008
Lockheed Martin Information Technology Services May 2006 - August 2007
Genworth Financial, A Previous Division of GE May 2005 - August 2005
Skills
Proposal Writing, Graphic Design, Web Design, Photography, Marketing Strategy, Marketing Communications, Marketing, Public Relations, Strategic Planning, Market Research, Microsoft Office, Advertising, Social Media Marketing, Marketing Research, Business Development, Marketing Management, Corporate Branding, Social Media, New Business Development, Email Marketing, Competitive Analysis, Event Planning, Brand Management, Adobe Creative Suite, PowerPoint, Project Coordination, Adobe Acrobat, Newsletters, InDesign, Microsoft Excel, CRM, Photoshop, Press Releases, Contract Negotiation, Budgets, Project Management, Strategy, Leadership, Management, Market Planning, Business Strategy, Online Marketing, Proposal Production, Trade Shows, Event Management
Education
The University of Texas at San Antonio 2003 — 2007
BBA, Marketing
Floresville High School 1999 — 2003
Capital Group June 2015 - August 2015
Pioneer Mutual Federal Credit Union August 2014 - December 2014
Aga Khan Council May 2014 - August 2014
Skills
Microsoft Office, Project Management, QuickBooks, Financial Analysis, Finance, Management, Leadership, Strategic Planning, Financial Accounting, Investments, Financial Modeling, Valuation, Data Analysis, Teamwork
Education
The University of Texas at Austin 2014 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Capital Group November 2007 - Present
TYBRIN Corporation February 2007 - October 2007
CSC - Computer Sciences Corporation April 2004 - February 2007
Skills
Customer Service, Leadership, Strategic Planning, Team Building, Microsoft Office, Software Development, Public Speaking, Program Management
Education
Trine University 1994 — 1998
Bachelor of Arts (B.A.), Forensic Psychology
Capital Group September 2015 - Present
The 501club, Inc. August 2015 - Present
ESPN Summer X-Games May 2015 - June 2015
Perry Castaneda Library August 2011 - June 2015
IT'S TIME TEXAS January 2015 - May 2015
University of Texas Intercollegiate Athletics May 2014 - May 2015
University of Texas Intercollegiate Athletics June 2013 - January 2014
Skills
Microsoft Word, Customer Service, Facebook, Event Planning, Research, PowerPoint, Microsoft Excel, Teamwork, Social Media Marketing, Photoshop
Education
The University of Texas at Austin 2010 — 2015
Bachelor’s Degree, Sport Management
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Marketing
Edelman Financial Services July 2015 - Present
Capital Group August 2013 - July 2015
Capital Group July 2011 - August 2013
University Hospital San Antonio May 1999 - February 2013
Capital Group July 2009 - July 2011
Capital Group May 2007 - July 2009
Capital Group January 2006 - May 2007
CHRISTUS Santa Rosa Children's Hospital August 1999 - October 2001
US Army March 1993 - November 1999
Skills
Leadership, Customer Service, Outlook, Mutual Funds, Management, Microsoft Office, Data Analysis, Sales, Microsoft Excel, Business Development, Strategic Planning, Business Analysis, Salesforce.com, Teamwork, Microsoft Word, Public Speaking, Project Management, Research, Event Management, Account Management, Analysis, Team Leadership, New Business Development, Business Strategy
Education
The University of Texas at San Antonio 2003 — 2005
BBA, Finance
Fayetteville Technical Community College 1994 — 1997
AAS, Applied Science
Capital Group May 2012 - September 2014
Capital Group September 2008 - May 2012
Lasco Bathware August 2007 - August 2008
Accume Partners November 2004 - August 2006
PwC January 2002 - October 2004
Skills
Ecommerce, Import, Email Marketing, Online Marketing, Sales Process, Sales Operations, Team Building, Project Management, Strategic Planning, Customer Service, Salesforce.com, CRM, Asset Management, Mutual Funds, Investments, Accounting, Financial Statements, General Ledger, Auditing, Financial Reporting, Internal Audit, Account Reconciliation, Microsoft Excel, Microsoft Word, Outlook, Due Diligence, CPA, Financial Accounting, Internal Controls, Management, Finance, Business Development, Sales, Financial Analysis, New Business Development, Sarbanes-Oxley Act, Account Management, Financial Services, Leadership, Marketing, Business Strategy, Negotiation, US GAAP, Banking, Marketing Strategy, Process Improvement
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2002
Master of Professional Accounting (MPA), Accounting
Vanderbilt University 1997 — 2001
Bachelor of Arts (BA), Economics & Spanish
Merrill Lynch February 2015 - Present
Capital Group July 2014 - January 2015
Skills
Financial Services, Securities, Mutual Funds, Investments, Asset Management, Portfolio Management, Relationship Management
Education
The University of Texas at San Antonio 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
Capital Group 2005 - Present
Education
The University of Texas-Pan American 1990 — 1993
Strategy&, part of the PwC network August 2015 - Present
Strategy&, a member of the PwC network of firms (formerly Booz & Company) June 2014 - August 2014
The Boston Consulting Group September 2013 - December 2013
Xerox Litigation Services January 2013 - July 2013
Xerox Litigation Services September 2010 - January 2013
La Alianza de Solentiname November 2009 - December 2009
Capital Group September 2007 - July 2009
Capital Group September 2006 - September 2007
Skills
Business Analysis, Project Management, PMP, Consulting, Management, Litigation Support, Training, Business Process..., Program Management, Leadership, SharePoint, SaaS, Analysis, Process Improvement, Social Media, Cross-functional Team..., Strategic Planning, eDiscovery, Xerox OmniX, Strategy, Data Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
The George Washington University 2006 — 2009
MS, Systems Engineering - Engineering and Technology Management
The George Washington University 2002 — 2006
BA, Applied Science and Technology, Psychology
Universitat d'Alacant 2005 — 2005
Nottingham High
Redefy Real Estate April 2015 - Present
The Boutique Real Estate October 2010 - April 2013
Ultima Real Estate February 2007 - November 2010
Dwell Fine Properties October 2006 - October 2007
DA Consulting 1996 - 1999
Capital Group 1991 - 1996
American Funds Service Company 1991 - 1996
Skills
Contract Negotiation, Real Estate Transactions, Corporate Relocation, Relocation Advice, Listing Homes, Buyer Representation, First Time Home Buyers, Relocation, Residential Homes, Investment Properties, Real Estate, Sellers, Condos, New Home Sales, Property, Foreclosures, Short Sales, Single Family Homes, Selling, Property Management, Referrals, ABR, Investors, Listings, REO, Buyers, Seller Representation, Townhomes, SFR, Real Property, Relocation Buyers, Move Up Buyers, HUD, New Homes, Sales
Education
The University of Texas at San Antonio
Psychology
Logic Research February 2006 - Present
Diana G. Adelman, CPA, PHR October 2004 - Present
Capital Group 2004 - 2005
Providence Risk & Insurance Services January 2000 - July 2004
Eichlitz, Dennis, Wray & Westheimer May 1985 - January 2000
Skills
Accounts Receivable, Budgets, Accounting, Tax, Payroll, Account Reconciliation, Human Resources, Financial Analysis, Financial Reporting, Internal Controls, Finance, Financial Statements, General Ledger, Auditing, Management
Education
The University of Texas at San Antonio 1981 — 1985
BBA, Accounting
Capital Group June 2015 - August 2015
PwC June 2014 - August 2014
The Walt Disney Company July 2013 - June 2014
ARM June 2013 - June 2013
USC Express Catering March 2013 - May 2013
New Oriental Education & Technology Group June 2011 - August 2011
Institute of Molecular and Chemical Biology, East China Normal University June 2010 - August 2010
Skills
Teamwork, PowerPoint, Access, Microsoft Excel, Microsoft Office, Customer Service, HTML, SQL, Microsoft Word, PHP, MySQL, SAP, C++, CSS, Dreamweaver, jQuery, Microsoft Access, SharePoint, Alteryx, Tableau, Analysis, Management, Data Analysis, Microsoft PowerPoint, Research, Financial Analysis
Education
University of Southern California 2011 — 2015
Bachelor of Science (B.S.), Industrial and Systems Engineering (Operations Management)
The University of Edinburgh
Undergraduate Study Abroad Program
The Williston Northampton School 2008 — 2011
High School
Coram Healthcare February 2013 - Present
Aventine Hill Partners, Inc. May 2012 - February 2013
The Scooter Store January 2000 - April 2012
World Savings 1998 - 2000
Capital Group 1993 - 1998
Skills
Treasury, Cash Management, Cash Flow Forecasting, Accounting, Budgeting, Financial Analysis, Financial Planning, Financial Forecasting, Negotiation, Investor Relations, Banking, Business Process..., Data Analysis, Financial Reporting, Budgets, Strategic Financial..., Financial Modeling, Project Management, Process Improvement, Finance, Strategic Planning, Start-ups, Cash Flow, Cross-functional Team..., Leadership, Strategy, Program Management, Management, Corporate Finance, Change Management, Risk Management, Internal Audit, Income Statement, Valuation, Sales, Contract Negotiation, Analysis, Business Analysis, Forecasting
Education
The University of Texas at San Antonio
Master of Business Administration (M.B.A.), Finance
Webster University Geneva
Accounting
Alliance HealthCare Services July 2012 - Present
Teichmann Communications, Inc. January 1985 - Present
Lender Processing Services, Inc. (LPS) 2009 - 2012
Capital Group 2007 - 2009
First American Title 2005 - 2007
IMPAC 2005 - 2005
Ameriquest Capital Group 2003 - 2005
Encore Capital Group 2002 - 2003
People's Choice Home Loan 2001 - 2003
Skills
Business Analysis, SDLC, Vendor Management, Visio, Process Improvement, SharePoint, Security
Education
The University of Memphis 1978 — 1983
BS, Business Administration, Management and Operations
Our Redeemer Luther High School, Honolulu, HI
Frost Bank January 2015 - Present
Frost Bank August 2013 - December 2014
Sierra Nevada Corportation January 2011 - August 2013
Sierra Nevada Corporation June 2006 - December 2010
Capital Group June 2005 - May 2006
Skills
Java, C++, Software Development, Distributed Systems, Integration, Systems Engineering, Software Engineering, Artificial Intelligence, Software Design, DoD, Security Clearance, Oracle, System Architecture, Linux, Testing
Education
Trinity University 2002 — 2006
BS, Computer Science, New Media Minor
Self Employed - Available for Contract July 2009 - Present
Capital Group July 2001 - July 2009
Thomas Weisel Partners August 1999 - May 2001
Skills
IT Management, Management, Business Analysis, Leadership, Systems Analysis, Process Improvement, Disaster Recovery, ITIL, IT Strategy, Business Process, SDLC, Vendor Management, IT Service Management, Integration
Education
The University of Kansas 1995 — 1999
Capital Group May 2015 - August 2015
Capital Group June 2014 - August 2014
JMR Construction June 2013 - August 2013
Vector Marketing June 2012 - August 2012
Perfect Game Sports Grill June 2011 - August 2011
Skills
Accounting, Financial Accounting, Financial Reporting, Microsoft Office, Mutual Fund Accounting, Microsoft Excel, Microsoft Word, MIS, Photoshop, Leadership, Research
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2017
Integrated Master of Professional Accounting, Accounting
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
Capital Group April 2008 - Present
ADP Inc February 2006 - March 2008
Ameriquest December 2004 - February 2006
CLAW MLS June 2003 - December 2004
Skills
Salesforce.com, CRM, Informatica, ETL, Data Integration, Enterprise Architecture, Java Enterprise Edition, Web Services, Agile Methodologies, SDLC, Business Analysis, Software Project..., Oracle, SOA, Java, EJB, Unix, Software Development, Microsoft SQL Server, SQL, MySQL
Education
Thiagarajar College of Engineering 1990 — 1994
Bachelor, Computer Science
Capital Group September 2012 - Present
DIRECTV November 2010 - September 2012
DIRECTV September 2009 - September 2012
Capital Group September 2008 - July 2009
IBM November 2000 - August 2008
Oracle March 1999 - October 2000
Skills
Message Broker, ESB, Enterprise Architecture, SOA, Technical Architecture, EAI, Application Architecture, Middleware, Solution Architecture, Websphere, Integration, IT Strategy, Integration Architecture, Architecture, Business Process Design, Web Services, WebSphere MQ, SDLC, Design Patterns, Enterprise Software, JMS, XML, PL/SQL, WebSphere Message Broker, Data Integration, Web Applications, Systems Analysis, Perl, TOGAF, Weblogic, Java Enterprise Edition, Data Modeling, UML, Software Project...
Education
The University of Lethbridge
Bachelor of Science
The University of Lethbridge
Bachelor of Management
Capital Group December 2008 - Present
United Airlines January 2007 - December 2008
Swiss Re April 2001 - January 2007
GE Insurance, General Electric (GE) Insurance Solutions, GEIS April 2001 - January 2007
US Air Force December 1997 - April 2001
US Air Force September 1994 - November 1997
IBM May 1990 - September 1994
Education
U.S. Air Force Institute of Technology
Masters of Science
University of North Texas
BS
Capital Group February 2006 - Present
Southern California Auto Club December 2004 - February 2006
Affiliated Computer Services ( ACS) June 2002 - December 2004
Skills
IT Strategy
Education
The University of Texas at Arlington 1980 — 1983
Master of Science (MS), Computer Science
Williams College October 2006 - Present
Pacific Pension Institute 2012 - 2014
The Edna McConnell Clark Foundation 2010 - 2014
The Investment Fund for Foundations 2009 - 2014
Dartmouth College 2008 - 2014
Center for Private Equity and Entrepreneurship Tuck School of Business at Dartmouth 1998 - 2014
ICMA-RC 2003 - 2010
Lucent Technologies 1998 - 2006
Capital Group 1999 - 2005
Massachusetts Pension Reserves Investment Management/MASTERS 1993 - 1998
Skills
Investments, Hedge Funds, Private Equity, Asset Managment, Venture Capital
Education
The Tuck School of Business at Dartmouth 1984 — 1986
MBA, Finance
University of California, Berkeley 1976 — 1981
Bachelor of Science, Political Economy of Natural Resources
Wolfe Grade School
eBay Inc May 2015 - Present
Apple November 2014 - May 2015
eBay Inc August 2013 - August 2014
Pacific Gas & Electric Company October 2012 - July 2013
Chevron January 2011 - September 2012
Capital Group November 2010 - January 2011
Adobe Systems March 2009 - August 2010
FocusFrame / Hexaware Technologies October 2005 - February 2009
Accenture June 2004 - October 2005
Skills
Test Automation, Regression Testing, Software Quality..., Test Cases, User Acceptance Testing, SDLC, Test Management, Integration Testing, VBScript, SQL, Java, C, PL/SQL, C++, Mobile Testing, SAP Testing, JIRA, Selenium, Python, HP PPM (Project &..., TestNG, JavaScript, HTML, CSS, Github, SoapUI, Unix/Linux, iOS Simulator, HP QTP/UFT, HP Quality Center/ALM
Education
The University of Texas at Austin
Computer Science
Mercury ITG (HP PPM) Base and Advanced Configuration Boot Camp
Capital Group 2014 - Present
Wellington Management July 2001 - December 2013
T. Rowe Price 1998 - 2001
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Equities, Equity Research
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA
University of Maryland College Park 1990 — 1994
Bachelor of Science (BS)
Toyota Financial Services May 2015 - Present
Calance August 2011 - May 2015
CSC November 2000 - August 2011
IBM Global Services October 1999 - October 2000
Nissan North America Inc January 1999 - October 1999
Nissan Motor Acceptance Corp. August 1997 - January 1999
Capital Group October 1996 - December 1996
Skills
Active Directory, Enterprise Architecture, ITIL, Windows Server, VMware, Disaster Recovery, Data Center, Virtualization
Education
The University of Texas at Austin 1993 — 1995
B.A.
Quickstart
Quickstart
Capital Group January 1994 - Present
Bank of America June 1982 - January 1994
Skills
Management, Project Management, Business Strategy, Customer Service, Operations Management, Team Building, Leadership, Team Leadership, Organizational..., Vendor Management, Strategy, Employee Relations, Recruiting, Program Management, Investments, Financial Services, Process Improvement
Education
Tidewater Community College
Business Administration and Management, General
Capital Group Institutional Investment Services August 2009 - Present
Capital Guardian Trust Company 1994 - December 2009
Capital Group January 1997 - January 2001
Skills
Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Mutual Funds, Investments, Equities, Series 7, Investment Management, Fixed Income, Series 63, Portfolio Management
Education
Tulane University 1986 — 1990
Bachelor of Science (BS), History
Westminster 1980 — 1986
Capital Group April 2007 - Present
2 Down Front Inc April 2005 - April 2007
Sony Pictures Entertainment March 2000 - March 2005
Skills
Entertainment, Digital Media, Strategic Partnerships, Business Development, Strategic Planning, Start-ups, Social Networking, Marketing Strategy, Online Advertising, Social Media Marketing, Digital Marketing, New Media, Social Media, Marketing, Marketing Communications, Online Marketing, Leadership, Strategy, Management, Event Planning, Television, Entrepreneurship, Advertising, Event Management
Education
St. Joseph's Convent 1983 — 1987
University of California, Los Angeles 2000 — 2004
Bachelors, Business Administration and Management, General
UCLA Anderson School of Management
Masters, Business
Capital Group June 2001 - Present
American Funds June 2001 - April 2012
American Funds 2001 - 2010
Education
The Ohio State University Fisher College of Business 1985 — 1987
Capital Group July 2012 - Present
Clarke American 2001 - 2007
Harland Clarke 2001 - 2007
Aspect Communications March 1997 - May 2001
Skills
Agile Methodologies, Business Analysis, Call Center, Call Centers, Databases, Disaster Recovery, IT Service Management, Process Improvement, SDLC, SQL, Software Documentation, Vendor Management, Visio, ITIL, IT Management, Requirements Gathering
Education
The University of Texas at San Antonio 1985 — 1987
Capital Group June 2015 - Present
Capital Group 2014 - Present
USAA December 2009 - January 2014
USAA November 1998 - December 2009
San Antonio Express-News January 1993 - November 1998
San Antonio Light November 1986 - January 1993
The Houston Post January 1975 - August 1978
Skills
Editorial, Storytelling, Newsletters, Publications, Newspapers, Magazines, Public Speaking, Publishing, AP Style, Social Media, Web Content, Editing, Creative Direction, Content Strategy, Content Management, Feature Articles, Facebook, SEO, Adobe Creative Suite, Copy Editing
Education
University of the Incarnate Word 2006 — 2011
Master of Education, Early Childhood Literacy concentration
The University of Texas at Austin 1972 — 1975
Bachelor of Journalism, Journalism
Capital Group September 2013 - Present
Ernst & Young September 2011 - September 2013
Ernst & Young October 2010 - September 2011
Ernst & Young June 2008 - October 2010
Small CPA Firm January 2008 - June 2008
Frost Bank September 2007 - December 2007
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, Financial Reporting, GAAP, CPA, US GAAP, External Audit, Assurance, Financial Analysis, Big 4, SOX 404, Income Tax, Sarbanes-Oxley, Financial Accounting, Corporate Tax, Managerial Finance, Internal Audit, Tax, Revenue Recognition
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
M.S., Accounting
The University of Texas at San Antonio 2005 — 2008
BBA, Accounting
Capital Group March 2006 - Present
Clarke American 2001 - March 2006
Finser 1999 - 2001
Education
The University of Texas at San Antonio
Capital Group August 2008 - Present
Capital Group October 2000 - Present
Skills
Equity Research, Equities, Risk Management, Asset Management, Competitive Analysis, Portfolio Management, Mutual Funds, Bloomberg, Investments, Investment Management, Fixed Income, Due Diligence, Financial Analysis, Asset Allocation, Hedge Funds, Financial Modeling
Education
Tulane University - A.B. Freeman School of Business 1993 — 1997
Capital Group February 2011 - Present
Capital Group November 2006 - February 2011
Skills
Disaster Recovery, Requirements Analysis, Visio, VMware, Data Center, SDLC, IT Management, Active Directory, Altiris, Windows XP Pro, Windows 7, Windows 7 Migration, Computer Hardware, Operating System..., Process Improvement, Microsoft Exchange, SharePoint, Technical Support, Enterprise Architecture, IT Operations, ITIL, Servers, System Administration, Virtualization, Windows Server
Education
Trinity University 1993 — 1997
International Business Administration
Capital Group January 2015 - Present
Wells Fargo Technology and Operations Group August 2011 - November 2014
Wachovia August 2007 - August 2011
World Savings 1999 - 2007
Skills
Management, Visio, Java, Enterprise Software, SDLC, Disaster Recovery, Web Services, Integration, SQL, Business Analysis, Requirements Analysis, Business Requirements, Requirements Gathering, Software Development, Risk Management, Project Management, User Acceptance Testing, Servers, Enterprise Architecture, Software Project..., SharePoint
Education
University of Kansas
Bachelor of Science (BSc), Computer Science
Capital Group April 2004 - Present
FedEx Express June 2002 - November 2003
Seguros Monterrey New York Life February 1996 - July 2000
Education
Tulane University - A.B. Freeman School of Business 2000 — 2002
MBA, Finance, Management
Universidad Panamericana 1991 — 1996
BS, Accounting
Capital Group December 2004 - Present
HEB August 2000 - May 2004
Redcats USA (fka Brylane LP) 1995 - 2000
Skills
Call Centers, Testing, Mutual Funds, Contact Centers, Coaching, Team Leadership, Performance Management, Team Building
Education
The University of Texas at San Antonio
BA
Manti LP August 2014 - Present
CETCO ENERGY SERVICES November 2012 - July 2014
LOLA July 2008 - June 2013
Callon Petroleum November 2010 - November 2012
Ernst & Young October 2008 - October 2010
Capital Group January 2006 - June 2007
Skills
GAAP, Financial Modeling, Financial Accounting, Internal Controls, Financial Reporting, Project Implementation, SAP, Sales Tax, Unclaimed Property, Derivatives, Oil&Gas, Oilfield Services, Accounting, Financial Analysis, Business Analysis, Accounts Payable, SOX, Auditing, SEC reporting, Sarbanes-Oxley Act, Oil/Gas, SEC filings, CPA, Oilfield, Property, Analysis, Finance, Oil, SEC Filings, Petroleum, Oil & Gas
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Masters of Accounting, Accounting
Trinity University 2001 — 2005
Business, Accounting & Finance
Capital Group December 2014 - Present
Capital Group January 2014 - December 2014
Hyde Park Marketing LLC February 2012 - December 2013
The Michael J. Fox Foundation for Parkinson's Research July 2009 - February 2012
National Australia Bank December 2007 - July 2009
American Express March 2004 - December 2007
Skills
Marketing Strategy, Strategic Planning, Analytics, Project Management, Relationship Management, Product Management, Marketing Communications, Social Media, Segmentation, Financial Services, Competitive Analysis, Product Development, Business Strategy, Market Research, Program Management, SEO, Blog Marketing, Blogging, Web Analytics, Management, Strategic Partnerships, Cross-functional Team..., Digital Marketing, Integrated Marketing, E-commerce
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Arts, Economics
Capital Group September 2013 - Present
Barclays July 2012 - August 2013
Barclays Capital May 2010 - July 2012
Barclays Capital July 2008 - May 2010
Lehman Brothers June 2007 - August 2007
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Series 7, Series 63
Education
Tufts University 2004 — 2008
BA, Quantitative Economics
Intel Corporation April 2015 - Present
Capital Group July 2013 - April 2015
Capital Group February 2012 - June 2013
Capital Group November 2010 - January 2012
Capital Group April 2010 - October 2010
Capital Group 2007 - 2009
Capital Group 2006 - 2007
Capital Group 2004 - 2006
Skills
Financial Modeling, Bloomberg, Business Analysis, Analysis, Competitive Analysis, Financial Analysis, Investments, Corporate Finance, Finance, Fixed Income, Portfolio Management, Equities, Valuation, Derivatives, Mergers, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Finance/Strategy
UCLA
BA, Economics/International Areas Studies with Far East emphasis
Capital Group March 2015 - Present
Villain Technology Partners January 2011 - Present
Randy Jay Grad, LLC 2009 - Present
Wealth and Investment Management at Barclays August 2012 - June 2015
Invesco US October 2013 - March 2015
Deutsche Asset Management October 2010 - August 2012
Goldman Sachs March 2010 - October 2010
InSource Consulting December 2009 - March 2010
IFST Professionals April 2009 - December 2009
Compliance Science January 2008 - March 2009
Skills
Equities, Business Analysis, Fixed Income, Investment Management, Trading, SDLC, Order Management, Bloomberg, Charles River IMS, Trading Systems, Integration, Business Requirements, Financial Services, Asset Management, Project Management, Business Intelligence, Financial Markets, SQL, Portfolio Management, Hedge Funds, Derivatives, Securities, Investments, Microsoft SQL Server, Requirements Gathering, Options, Electronic Trading, FX Options, Alternative Investments, Investment Banking, Mutual Funds, Oracle, Crystal Reports, Business Objects, Production Support, Autosys, Eagle PACE, Market Data, Capital Markets, Solution Architecture, Enterprise Architecture
Education
The University of Connecticut School of Business 1997 — 2001
BS, MIS
Manchester High
Vu Enterprise July 2014 - Present
Accenture September 2012 - July 2014
Avant Strategic Partners, LP July 2009 - January 2012
Cappy's; Cappyccinos & La Fonda on Main May 2008 - October 2009
Deloitte & Touche LLP January 2008 - March 2008
Trinity University August 2004 - December 2007
Capital Group May 2007 - September 2007
PetSmart July 2003 - July 2004
Skills
Microsoft Office, Microsoft Operating..., Visual Basic, Access, Excel, Windows, Documentation, Financial Analysis, Financial Reporting, Arbitrage, Photoshop, Photography, Financial Modeling, Microsoft Excel, Leadership, GAAP
Education
Trinity University 2008 — 2009
M.S, Accounting
Strake Jesuit College Prepatory 2004 — 2008
High School Diploma
Trinity University 2004 — 2008
B.S. Business Administration, Accounting
American Funds January 2015 - Present
American Funds March 2011 - Present
Capital Group June 2005 - March 2011
Crowley Maritime 1994 - 2005
Skills
SDLC, IT Strategy, Business Analysis, Process Improvement, IT Management, Agile Methodologies, Vendor Management, Change Management, Visio, Requirements Analysis, Business Process..., Risk Management, Project Management, Requirements Gathering, Business Strategy, Staff Development, Project Portfolio..., Management, Software Development, PMO, MS Project, Enterprise Architecture, Software Project..., Program Management, Business Process, Disaster Recovery, PMP, Project Planning, Governance, Business Intelligence, Business Requirements, Analysis, Process Engineering, Team Leadership, Financial Services, Mutual Funds, Customer Service, Strategic Planning, Financial Analysis, Relationship Management
Education
Trinity Baptist College 1984 — 1988
Bachelor's degree, Church Ministries
AllianceBernstein July 2010 - Present
Capital Guardian Trust Company 2005 - 2009
Capital Group 2003 - 2005
San Antonio Federal Credit Union 2001 - 2003
Charles Schwab 2000 - 2001
Education
The University of Texas at San Antonio 2001 — 2003
MBA, Concentration in Finance
University of Florida - Warrington College of Business Administration 1996 — 2000
B.S. Accounting, Minor in Economics
Devine Veterinary Clinic, Inc. June 2009 - Present
Whitney Financial December 2008 - December 2009
Capital Group 1991 - February 2006
Skills
Mutual Funds, Business Analysis, Financial Services, Risk Management, Management, Vendor Management, Process Improvement, Human Resources, Performance Management
Education
The University of Texas at Austin 1985 — 1987
BBA, Management
Rackspace, the #1 managed cloud company June 2015 - Present
Capital Group May 2014 - May 2015
Rackspace, the Open Cloud Company June 2012 - May 2014
State Farm September 2003 - May 2012
Skills
Requirements Analysis, Agile Methodologies, Cloud Computing, SDLC, Solution Architecture, Program Management, Requirements Gathering, Data Modeling, IBM Mainframe, Data Migration, Agile Project Management, Data Warehousing, DB2, Software Project..., Scrum, ITIL, ETL, SQL, Business Rules, Enterprise Architecture, Agile Methodolgy, PMP, Microsoft SQL Server, Certified Scrum Master..., Rules Engines, Risk Management, Business Analysis, Business Process..., User Experience Design, User Interface Design, User Acceptance Testing, Mockups, Wireframes
Education
The University of Texas at San Antonio 2014 — 2016
Master of Business Administration (M.B.A.)
KIIT Deemed university 1999 — 2003
B.E., Information Technology
B.J.B. College 1996 — 1998
10 + 2, Physics, Chemistry, Mathematics, Statistics
B.J.E.M. School 1993 — 1996
10th
Stewart School 1986 — 1992
Capital Group September 2010 - Present
Capital Group December 2008 - September 2010
Capital Group August 2006 - December 2008
Capital Group June 2005 - August 2006
Skills
Project Management, Financial Services, Financial Risk..., Payment Systems, Test Planning, Business Analysis, Business Process Mapping, Business Process..., Mutual Funds, Variable Annuities, Relationship Management, Product Management, Trading Systems, Vendor Relationships, Associate Development, Presentation Design, Requirements Gathering, SDLC, Risk Management, Management, Requirements Analysis, Analysis, Business Requirements
Education
The University of Texas at Austin 1999 — 2004
Bachelor of Science (B.S.), Corporate Communications
Capital Group August 2006 - Present
Education
The University of Texas at San Antonio 1989 — 1994
SunTrust Robinson Humphrey December 2014 - Present
D.A. Davidson & Co. May 2011 - November 2014
D.A. Davidson & Co. May 2007 - May 2011
American Funds June 2006 - May 2007
Capital Group 2006 - 2007
Skills
Capital Markets, Financial Modeling, Equities, Equity Research, Valuation
Education
Trinity University 2002 — 2006
BS, Finance, Economics
Capital Group August 2014 - Present
Fidelity Investments August 2012 - August 2014
Fidelity Investments May 2007 - August 2012
Fidelity Investments February 2005 - April 2007
Fidelity Investments November 2004 - January 2005
Fidelity Investments April 2004 - November 2004
Fidelity Investments December 2002 - March 2004
Fidelity Investments March 2001 - December 2002
Broadband Now May 2000 - January 2001
Texas Institute for Computational Mathematics May 1998 - May 2000
Skills
Mutual Funds, Retirement Planning, Series 7, Investments, 401k, Asset Allocation, Series 63, Retirement, Series 6, Securities, FINRA, Wealth Management, Alternative Investments, Equities, Sales, CIMA, Income Planning, Portfolio Optimization, ETFs, SMA, Sales Management, Sales Management..., Public Speaking
Education
The University of Dallas 2004 — 2011
Master of Business Administration (MBA), Finance
The University of Texas at Austin 1993 — 2000
B.A., History
University of Pennsylvania - The Wharton School
Adtel Solutions, Inc. September 2011 - Present
Waste Management January 2010 - September 2011
Capital Group May 2006 - June 2009
Education
The University of Texas at San Antonio 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Capital Group Managing DirectorDeutsche BankJanuary 2002 - December 2004
UBS April 1984 - December 2001
Education
UCL 1978 — 1981
Economics, Economics and Economic History
Anheuser-Busch September 2014 - Present
QAI Laboratories July 2013 - August 2014
Intertek Testing Services March 2009 - July 2013
Capital Group January 2007 - February 2008
Drake Research January 2006 - June 2006
Skills
Engineering, Labview, Testing, Troubleshooting, Performance Testing, Project Management, Project Planning, Java, Automation, Quality Auditing, Sales Engineering, Project Engineering, Team Leadership, Team Building, Positive Team Player, Department Budgeting, Department..., Quality Control, Inspection, GMP, Manufacturing, Electrical Engineering, Management, Continuous Improvement, Electronics, Leadership, Root Cause Analysis, Quality Assurance, Quality Management
Education
The University of Texas at San Antonio 2002 — 2008
Bachelor's of Science, Electrical Engineer
Capital Group September 2013 - Present
Randstad Sourceright US August 2012 - Present
Macy's June 2009 - August 2012
University of Georgia Department of Housing December 2010 - May 2012
East Georgia Chapter American Red Cross January 2012 - April 2012
University of Georgia Department of Housing August 2009 - May 2010
Skills
Screening Resumes, Sourcing, Screening Candidates, Interviews, Networking, Social Networking, Referral Networking, Building Strong..., Social Media, Spanish, Journalism, Tumblr, AP style writing, Ap Style, Editing, Pinterest, Facebook, Instagram, Foursquare, iMovie, YouTube, Leadership, Taleo, Internet Recruiting, Recruiting, Management, College Recruiting, Screening, Contract Recruitment, Training, Talent Acquisition, Human Resources, Technical Recruiting, Strategy, Benefits Negotiation, Staffing Services, Blogging, AP Style, Applicant Tracking...
Education
The University of Georgia 2008 — 2012
Bachelor of Arts, History, Spanish
Capital Group August 2008 - Present
Skills
Business Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership
Education
The Master's College 2004 — 2006
Capital Group January 2014 - Present
Capital Group October 2006 - January 2014
Capital Group June 2005 - October 2006
Skills
Risk Assessment, Business Continuity, Data Center, Disaster Recovery, Risk Management, Business Continuity..., Business Analysis, Incident Management, Vendor Management, IT Operations, Change Management, Strategic Planning, Process Improvement, Project Planning, SDLC, Business Process, Management, Technical Support, Information Technology, IT Management, Crisis Management, Program Management, Auditing, Exercises, Asset Management, Business Process..., Project Management
Education
The University of Texas at San Antonio 2001 — 2005
Bachelor of Business Administration in Information Systems, Information Systems for Business
AllianceBernstein June 2013 - Present
Capital Group July 2011 - June 2013
Camp Bow Wow June 2008 - June 2009
Terry's Kids' Shoes September 2004 - April 2008
Skills
Customer Service, Dogs, Public Speaking
Education
The University of Texas at San Antonio 2008 — 2010
Argo Group International Holdings, Ltd. September 2014 - Present
USAA 2012 - 2014
USAA 2006 - 2012
USAA 2002 - 2006
Capital Group 2000 - 2001
Lancer Corporation 1991 - 2000
Skills
Workforce Planning, Telecommuting, Work At Home, Employment-based..., Employee Relations, eeoc, Coaching, Program Management, Deferred Compensation, Performance Management, Change Management, Process Improvement, Management, EEOC, Organizational Design, Project Management, Talent Management, Succession Planning, Employee Benefits, Onboarding, Employee Engagement, Personnel Management, HRIS, Organizational..., Benefits Administration, Human Resources, Leadership, Training, Leadership Development, HR Policies
Education
The University of Texas at San Antonio
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Bexar County District Attorney's Office January 1997 - Present
Bexar County District Attorney's Office January 1997 - Present
Capital Group November 1991 - August 1997
Skills
Policy, Research, Legal Research, Customer Service, Crisis Communications, Budgets, Fundraising, Criminal Justice, Legal Writing, Microsoft Office, Microsoft Word, Outlook, Recruiting, Human Resources
Education
The University of Texas at San Antonio 1989 — 1993
Psychology
Capital Group December 2011 - Present
Grace Baptist Church September 2009 - December 2011
Education
The Master's College 2012 — 2015
Organizational Management, Business
Capital Group August 2011 - Present
Skills
Marketing Communications, Marketing, Market Research, Marketing Strategy, Email Marketing, Digital Marketing, Social Media Marketing, Mutual Funds, Social Media, Event Planning, Competitive Analysis, Project Management, Online Marketing, Event Management, Direct Marketing
Education
The Maryland Institute College of Art
Bachelor of Fine Arts (BFA)
Wells Fargo August 2013 - Present
Asurion August 2012 - July 2013
Visa May 2012 - August 2012
Wells Fargo September 2009 - May 2012
Capital Group June 2007 - June 2009
Ameriquest Mortgage Company October 2004 - June 2007
Fannie Mae January 2004 - October 2004
PurpleYogi November 2000 - August 2001
CellNet Data Systems July 1999 - November 2000
Skills
Integration, SDLC, Unix, SOA, Agile Methodologies, Oracle, Weblogic, Web Services, Java, Perl, Java Enterprise Edition, XML
Education
The University of New Mexico 1996 — 1999
Master's degree, Computer Science
Chaitanya Bharathi Institute Of Technology (Osmania Univ) 1992 — 1996
Bachelor's degree, Computer Science and Engineering
Strategic Funding Source June 2012 - January 2014
White House Black Market February 2012 - June 2013
Young Presidents' Organization July 2009 - September 2011
Capital Group February 2008 - March 2009
Skills
Visual Merchandising, Merchandising, Store Management, Retail Sales, Loss Prevention, Window Displays, Clienteling, Retail, Store Operations, Fashion, Styling, Apparel, Cashiering, Assortment, Trend Forecasting, Customer Service, Mannequin Styling, Trend Analysis, Planograms, Inventory Management, Administrative..., Event Planning, Events Coordination, Program Coordination, Travel Planning, Calendaring, Microsoft Office, Sales
Education
Thomas Nelson Community College 2012 — 2014
AAS, Social Science
Thornburg Investment Management July 2014 - Present
Thornburg Investment Management July 2011 - Present
Robert W. Baird & Co. September 2006 - July 2011
Invesco US August 2000 - September 2005
Southwest Securities July 1998 - August 2000
Capital Group October 1993 - July 1996
Skills
Equities, Portfolio Management, Investments, Asset Management, Mutual Funds, Financial Modeling, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of the Pacific - Eberhardt School of Business 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
HVHC Inc. June 2015 - Present
Trinity Millennium Group January 2013 - March 2015
Capital Group June 2011 - December 2012
OfficeMax November 2009 - June 2011
Skills
Software Project..., PMP, Integration, Software Development, Visio, Project Portfolio..., Program Management, Project Management, Project Planning, Business Analysis, Data Analysis, Requirements Analysis, Analytics, Scrum, Agile Methodologies, SharePoint, MS Project
Education
The University of Texas at San Antonio 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Capital Group September 1995 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Strategic Planning, Data Analysis
Education
University of Texas at Tyler 1982 — 1984
The University of Texas at Austin
Capital Group May 2007 - Present
Harland Clarke May 2005 - May 2007
Barrett Jaguar Ferrari Maserati March 1999 - May 2005
Education
The University of Texas at San Antonio
BBA - Internationl Business
Capital Group November 2014 - Present
Capital Group August 2007 - November 2014
Skills
Microsoft Office, Financial Services, Management
Education
The University of Texas at San Antonio 2002 — 2009
Bachelor's degree, Business Administration and Management, General