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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2,970 Capital Group employees in database. Find out everything there's to know about Capital Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Capital Group Employees
Employee
Years
Job
Industry
Daniel Baldwin, CSM Daniel Baldwin, CSM's Capital Group Experience February 2012 - January 2014
Job Sr. Digital Producer at On Board Experiential Marketing
Industry Internet
Experience
On Board Experiential Marketing September 2014 - Present
Capital Group February 2012 - January 2014
ArchiveIT May 2011 - February 2012
Disney Interactive Media Group 2009 - 2011
Walt Disney Internet Group 2005 - 2009
Walt Disney Internet Group 2004 - 2004
Walt Disney Internet Group 2002 - 2004
Walt Disney Internet Group 2001 - 2002
Skills
Digital Media, Video Production, New Media, Video, Web Design, Multimedia, Content Management, Digital Marketing, Social Media, Web Project Management, Video Editing, Content Strategy, Advertising, Website Development, User Experience, Information Architecture, Content Development, WordPress, CMS, Project Management, Online Marketing, MS Project, Motion Graphics, Web Analytics, SEO, Web Development, Omniture, Digital Strategy, Graphic Design, Scrum, Television, Social Networking, Post Production, Web Video, Web Content Management, Online Advertising, Email Marketing, Creative Direction, User Interface Design, Interactive Marketing, CQ5, JIRA, trello, Social Media Marketing, CSS, Interactive Advertising, Integrated Marketing, Entertainment, Marketing
Education
University of California, Santa Barbara 1996 — 1998
BA, Dramatic Arts, Directing
OLL
On Board Experiential Marketing September 2014 - Present
Capital Group February 2012 - January 2014
ArchiveIT May 2011 - February 2012
Disney Interactive Media Group 2009 - 2011
Walt Disney Internet Group 2005 - 2009
Walt Disney Internet Group 2004 - 2004
Walt Disney Internet Group 2002 - 2004
Walt Disney Internet Group 2001 - 2002
Skills
Digital Media, Video Production, New Media, Video, Web Design, Multimedia, Content Management, Digital Marketing, Social Media, Web Project Management, Video Editing, Content Strategy, Advertising, Website Development, User Experience, Information Architecture, Content Development, WordPress, CMS, Project Management, Online Marketing, MS Project, Motion Graphics, Web Analytics, SEO, Web Development, Omniture, Digital Strategy, Graphic Design, Scrum, Television, Social Networking, Post Production, Web Video, Web Content Management, Online Advertising, Email Marketing, Creative Direction, User Interface Design, Interactive Marketing, CQ5, JIRA, trello, Social Media Marketing, CSS, Interactive Advertising, Integrated Marketing, Entertainment, Marketing
Education
University of California, Santa Barbara 1996 — 1998
BA, Dramatic Arts, Directing
OLL
Georgia Archer-Clowes Georgia Archer-Clowes's Capital Group Experience September 2013 - Present
Job The Associates Program (TAP) Associate at The Capital Group Companies
Industry Financial Services
Experience
Capital Group September 2013 - Present
Kamp Kohut May 2012 - August 2012
1 Stanley Place Solicitors September 2011 - September 2011
South Korean Government July 2011 - August 2011
Skills
Political Science, Social Sciences, Teaching, Microsoft Office, SharePoint Designer, Research, Innovation, Marketing Communications, Marketing, Sports Coaching, Performance Metrics, Access, English
Education
University of Cambridge 2010 — 2013
BA in Politics, Psychology, Sociology, 2:1
Rugby School 2008 — 2010
4 A* A-levels in Chemistry, Biology, Politics, Perspectives on Science
Capital Group September 2013 - Present
Kamp Kohut May 2012 - August 2012
1 Stanley Place Solicitors September 2011 - September 2011
South Korean Government July 2011 - August 2011
Skills
Political Science, Social Sciences, Teaching, Microsoft Office, SharePoint Designer, Research, Innovation, Marketing Communications, Marketing, Sports Coaching, Performance Metrics, Access, English
Education
University of Cambridge 2010 — 2013
BA in Politics, Psychology, Sociology, 2:1
Rugby School 2008 — 2010
4 A* A-levels in Chemistry, Biology, Politics, Perspectives on Science
Spencer Alexander's Capital Group Experience March 2015 - July 2015
Job Customer Experience Team at Lyft
Industry Online Media
Experience
Lyft September 2015 - Present
Capital Group March 2015 - July 2015
The Boston Consulting Group November 2014 - December 2014
Capital Group October 2014 - October 2014
SpeakVolumes Media March 2014 - June 2014
Beachside Bar-Café October 2013 - June 2014
The Family Vacation Center-UCSB June 2013 - September 2013
Skills
Social Networking, Event Planning, Creative Writing, Public Relations, Social Media, Sales, Musical Theatre, Video Editing, Teaching, Event Management, Video Production, CPR/Lifeguard Certified, Sports, Surf Instructor, Stand-Up Paddle Board...
Education
University of California, Santa Barbara 2010 — 2014
BA, Film and Media Studies
Fresno High School 2006 — 2010
International Baccalaureate Full Diploma Candidate
Lyft September 2015 - Present
Capital Group March 2015 - July 2015
The Boston Consulting Group November 2014 - December 2014
Capital Group October 2014 - October 2014
SpeakVolumes Media March 2014 - June 2014
Beachside Bar-Café October 2013 - June 2014
The Family Vacation Center-UCSB June 2013 - September 2013
Skills
Social Networking, Event Planning, Creative Writing, Public Relations, Social Media, Sales, Musical Theatre, Video Editing, Teaching, Event Management, Video Production, CPR/Lifeguard Certified, Sports, Surf Instructor, Stand-Up Paddle Board...
Education
University of California, Santa Barbara 2010 — 2014
BA, Film and Media Studies
Fresno High School 2006 — 2010
International Baccalaureate Full Diploma Candidate
Janelle Ross Janelle Ross's Capital Group Experience June 2014 - December 2014
Job Professional Recruiter at Aerotek
Industry Higher Education
Experience
Aerotek June 2015 - Present
Capital Group June 2014 - December 2014
Dartmouth College January 2012 - June 2014
Ross Construction Services June 2013 - September 2013
Toys R Us June 2011 - September 2011
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Customer Service, Sports, Youth Mentoring, Digital Art, Research, Teamwork, Nonprofits, Editing, Public Speaking, Community Outreach, Leadership, Data Analysis, Microsoft Excel, Event Planning
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics modified with Sociology, Digital Arts (Minor), Senior
UCSD 2013 — 2013
Exchange Term, Economics
Aerotek June 2015 - Present
Capital Group June 2014 - December 2014
Dartmouth College January 2012 - June 2014
Ross Construction Services June 2013 - September 2013
Toys R Us June 2011 - September 2011
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Customer Service, Sports, Youth Mentoring, Digital Art, Research, Teamwork, Nonprofits, Editing, Public Speaking, Community Outreach, Leadership, Data Analysis, Microsoft Excel, Event Planning
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics modified with Sociology, Digital Arts (Minor), Senior
UCSD 2013 — 2013
Exchange Term, Economics
Jeanell Dawson Jeanell Dawson's Capital Group Experience April 2014 - Present
Job Senior Product Specialist at Capital Group
Industry Investment Management
Experience
Capital Group April 2014 - Present
Capital Group August 2012 - April 2014
Capital Group April 2012 - August 2012
Capital Group April 2010 - March 2012
Education
University of Southern California - Marshall School of Business 2008 — 2011
MBA
University of California, Santa Barbara 2002 — 2006
BA, Economics / Accounting
Capital Group April 2014 - Present
Capital Group August 2012 - April 2014
Capital Group April 2012 - August 2012
Capital Group April 2010 - March 2012
Education
University of Southern California - Marshall School of Business 2008 — 2011
MBA
University of California, Santa Barbara 2002 — 2006
BA, Economics / Accounting
Dack LaMarque, CFA's Capital Group Experience May 2008 - August 2008
Job Vice President at Spanos Barber Jesse & Co.
Industry Venture Capital & Private Equity
Experience
Spanos Barber Jesse & Co. February 2014 - Present
del Rey Global Investors July 2012 - January 2014
Theorem Capital February 2010 - June 2012
Audigy Group June 2009 - February 2010
Capital Group May 2008 - August 2008
LaMarque and Associates August 2004 - June 2007
LaMarque and Associates May 2001 - August 2004
Skills
Financial Modeling, LBO Modeling, Valuation, Equity Research, Credit Analysis, Deal Structuring, Negotiation
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
University of California, Santa Barbara 1997 — 2001
BA
The Webb Schools 1993 — 1997
High School Diploma
Spanos Barber Jesse & Co. February 2014 - Present
del Rey Global Investors July 2012 - January 2014
Theorem Capital February 2010 - June 2012
Audigy Group June 2009 - February 2010
Capital Group May 2008 - August 2008
LaMarque and Associates August 2004 - June 2007
LaMarque and Associates May 2001 - August 2004
Skills
Financial Modeling, LBO Modeling, Valuation, Equity Research, Credit Analysis, Deal Structuring, Negotiation
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
University of California, Santa Barbara 1997 — 2001
BA
The Webb Schools 1993 — 1997
High School Diploma
William Feliciano's Capital Group Experience July 2013 - Present
Job Governance & Proxy Associate at Capital Group
Industry Real Estate
Experience
Capital Group July 2013 - Present
Real Estate Asset Advisors January 2012 - October 2014
Universal Music Group September 2012 - May 2013
The Counter September 2011 - September 2012
KO Company January 2011 - April 2011
Gurney Productions January 2011 - March 2011
Kelly Services April 2010 - May 2010
Lockheed Martin May 2007 - April 2008
University of Central Florida April 2006 - May 2007
Skills
Event Planning, Management, Nonprofits, Project Planning, Teamwork, Time Management, Newsletters, PowerPoint, Social Media Marketing, Social Networking, Customer Service, Facebook, Microsoft Excel
Education
University of Central Florida 2004 — 2008
Bachelor of Science in Business Administration, Business Management
Capital Group July 2013 - Present
Real Estate Asset Advisors January 2012 - October 2014
Universal Music Group September 2012 - May 2013
The Counter September 2011 - September 2012
KO Company January 2011 - April 2011
Gurney Productions January 2011 - March 2011
Kelly Services April 2010 - May 2010
Lockheed Martin May 2007 - April 2008
University of Central Florida April 2006 - May 2007
Skills
Event Planning, Management, Nonprofits, Project Planning, Teamwork, Time Management, Newsletters, PowerPoint, Social Media Marketing, Social Networking, Customer Service, Facebook, Microsoft Excel
Education
University of Central Florida 2004 — 2008
Bachelor of Science in Business Administration, Business Management
June Jieun Han's Capital Group Experience December 2013 - Present
Job
Industry Financial Services
Experience
Capital Group December 2013 - Present
Ocwen Master Servicing (GMAC Rescap) March 2013 - December 2013
GMAC ResCap November 2012 - March 2013
GMAC ResCap December 2009 - November 2012
GMAC ResCap October 2008 - December 2009
Skills
Structured Finance..., Proficient in the use..., Database management and..., Financial Analysis, Microsoft Office, Process Improvement, Data Analysis, Customer Service, Microsoft Word, Strategic Planning, Business Strategy, Team Building, Risk Management, Credit, Banking, Loans, Bonds, Securities, Valuation, Financial Services, Access, Business Analysis, Financial Reporting, Analysis, Research
Education
USC Marshall School of Business 2013 — 2016
UCSD 2003 — 2007
Bachelor's degree, Economics, Political Science
UCSD Extension 2007 — 2008
Professional Certificate in Finance, Finance
Univ. Of California Educational Abroad Program, Yonsei University 2007 — 2007
Capital Group December 2013 - Present
Ocwen Master Servicing (GMAC Rescap) March 2013 - December 2013
GMAC ResCap November 2012 - March 2013
GMAC ResCap December 2009 - November 2012
GMAC ResCap October 2008 - December 2009
Skills
Structured Finance..., Proficient in the use..., Database management and..., Financial Analysis, Microsoft Office, Process Improvement, Data Analysis, Customer Service, Microsoft Word, Strategic Planning, Business Strategy, Team Building, Risk Management, Credit, Banking, Loans, Bonds, Securities, Valuation, Financial Services, Access, Business Analysis, Financial Reporting, Analysis, Research
Education
USC Marshall School of Business 2013 — 2016
UCSD 2003 — 2007
Bachelor's degree, Economics, Political Science
UCSD Extension 2007 — 2008
Professional Certificate in Finance, Finance
Univ. Of California Educational Abroad Program, Yonsei University 2007 — 2007
Kara Petrocelli's Capital Group Experience June 2013 - January 2014
Job Partner Account Manager at GumGum
Industry Marketing and Advertising
Experience
GumGum January 2015 - Present
GumGum April 2014 - January 2015
Heartbeat Ideas January 2014 - March 2014
Capital Group June 2013 - January 2014
Walker Zanger May 2012 - August 2012
Kappa Alpha Theta November 2010 - December 2011
Infinity Funding Services May 2011 - August 2011
Walker Zanger May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Typing, Salesforce.com, Organization, Fast-paced, Communication, Learnability, MacBook, PC, Engagement, Stress Management, Timelines, Finance, Sales, Budgets, Leadership, Microsoft Office, Accounts Payable, Time Management, BrassRing, Appointment Scheduling, Data Analysis, Financial Modeling, Analysis
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Science (BS), Business Administration, Accounting
CAPA International
Chaminade College Preparatory
GumGum January 2015 - Present
GumGum April 2014 - January 2015
Heartbeat Ideas January 2014 - March 2014
Capital Group June 2013 - January 2014
Walker Zanger May 2012 - August 2012
Kappa Alpha Theta November 2010 - December 2011
Infinity Funding Services May 2011 - August 2011
Walker Zanger May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Typing, Salesforce.com, Organization, Fast-paced, Communication, Learnability, MacBook, PC, Engagement, Stress Management, Timelines, Finance, Sales, Budgets, Leadership, Microsoft Office, Accounts Payable, Time Management, BrassRing, Appointment Scheduling, Data Analysis, Financial Modeling, Analysis
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Science (BS), Business Administration, Accounting
CAPA International
Chaminade College Preparatory
Brandon Fetta Brandon Fetta's Capital Group Experience May 2015 - Present
Job Senior Equity Investment Product Specialist at Capital Group
Industry Financial Services
Experience
Capital Group May 2015 - Present
Education
University of California, Santa Barbara
Bachelor's degree, Business Economics
Capital Group May 2015 - Present
Education
University of California, Santa Barbara
Bachelor's degree, Business Economics
Iva Chen, CPA Iva Chen, CPA's Capital Group Experience December 2010 - June 2011
Job Entrepreneur specializing in Environment and Experience Design
Industry Restaurants
Experience
Cyrano Rox 2014 - Present
Lady Luck Gourmet December 2012 - Present
Coldwell Banker George Realty November 2012 - Present
Lady Luck Gourmet April 2006 - December 2012
Capital Group December 2010 - June 2011
Nestle June 2008 - November 2010
Attraction Marketing Formula, LLC April 2008 - September 2010
CBS Television Distribution August 2007 - June 2008
Los Angeles Universal Preschool November 2006 - July 2007
Deloitte July 2003 - November 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Budgets, Project Management, Event Planning, Management, Leadership, Forecasting, Due Diligence, Finance, Process Improvement, Internal Controls, External Audit, Matchmaking, Consolidation, Non-profits, Sarbanes-Oxley Act, Auditing, Financial Modeling, Strategic Financial..., Nonprofits, Financial Planning, Entrepreneurship, Event Management, Business Development, Business Analysis, Event Production, Experiential Marketing
Education
University of California, Santa Barbara 1999 — 2002
B.S.
Cyrano Rox 2014 - Present
Lady Luck Gourmet December 2012 - Present
Coldwell Banker George Realty November 2012 - Present
Lady Luck Gourmet April 2006 - December 2012
Capital Group December 2010 - June 2011
Nestle June 2008 - November 2010
Attraction Marketing Formula, LLC April 2008 - September 2010
CBS Television Distribution August 2007 - June 2008
Los Angeles Universal Preschool November 2006 - July 2007
Deloitte July 2003 - November 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Budgets, Project Management, Event Planning, Management, Leadership, Forecasting, Due Diligence, Finance, Process Improvement, Internal Controls, External Audit, Matchmaking, Consolidation, Non-profits, Sarbanes-Oxley Act, Auditing, Financial Modeling, Strategic Financial..., Nonprofits, Financial Planning, Entrepreneurship, Event Management, Business Development, Business Analysis, Event Production, Experiential Marketing
Education
University of California, Santa Barbara 1999 — 2002
B.S.
Serena Wang Serena Wang's Capital Group Experience 2014 - Present
Job HR Rotation Associate
Industry Investment Management
Experience
Capital Group 2014 - Present
Shaxon Industries Inc. 2013 - 2013
Riot Games 2010 - 2013
Hythiam, Inc. 2009 - 2009
BDO USA, LLP 2007 - 2008
Skills
Talent Development, Change Management, Human Capital, Organizational Behavior, Multi-Cultural Team..., Financial Analysis, Professional Mentoring, Business Process, Change Readiness, Change Communications, Finance, Start-ups, Management, Financial Modeling, Financial Statements, Auditing, Corporate Finance, Online Gaming, Management Consulting, Microsoft Excel, Training, Project Management, Data Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
University of California, Los Angeles 2003 — 2007
Capital Group 2014 - Present
Shaxon Industries Inc. 2013 - 2013
Riot Games 2010 - 2013
Hythiam, Inc. 2009 - 2009
BDO USA, LLP 2007 - 2008
Skills
Talent Development, Change Management, Human Capital, Organizational Behavior, Multi-Cultural Team..., Financial Analysis, Professional Mentoring, Business Process, Change Readiness, Change Communications, Finance, Start-ups, Management, Financial Modeling, Financial Statements, Auditing, Corporate Finance, Online Gaming, Management Consulting, Microsoft Excel, Training, Project Management, Data Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
University of California, Los Angeles 2003 — 2007
Rebecca (Denson) Nordstrom's Capital Group Experience June 2015 - Present
Job
Industry Information Technology and Services
Experience
Capital group June 2015 - Present
Skills
User Experience, User-centered Design, Interaction Design, User Interface Design, Information Architecture, Usability Testing, User Experience Design, Wireframes, Usability, User Research, Persona, Agile Methodologies, User Scenarios, Ethnography, Concept Development, Mobile Devices, Creative Direction, User Interface, Product Management, Usability Engineering, Personas, Usability Design, Digital Strategy, Team Management, Management, Facilitation, Team Leadership, Team Building, Team Facilitation, Meeting Facilitation, Leadership, Product Design
Education
University of Southern Denmark 2005 — 2007
Masters
University of California, San Diego 1999 — 2004
B.Sc.
Capital group June 2015 - Present
Skills
User Experience, User-centered Design, Interaction Design, User Interface Design, Information Architecture, Usability Testing, User Experience Design, Wireframes, Usability, User Research, Persona, Agile Methodologies, User Scenarios, Ethnography, Concept Development, Mobile Devices, Creative Direction, User Interface, Product Management, Usability Engineering, Personas, Usability Design, Digital Strategy, Team Management, Management, Facilitation, Team Leadership, Team Building, Team Facilitation, Meeting Facilitation, Leadership, Product Design
Education
University of Southern Denmark 2005 — 2007
Masters
University of California, San Diego 1999 — 2004
B.Sc.
Amanda Mirabal's Capital Group Experience January 2014 - June 2014
Job Recruiter Consultant at GE Healthcare KellyOCG RPO
Industry Staffing and Recruiting
Experience
GE Healthcare - KellyOCG RPO August 2015 - Present
GE Healthcare - KellyOCG RPO February 2015 - Present
Capital Group January 2014 - June 2014
University of Colorado Boulder September 2011 - August 2013
University of Colorado Boulder May 2012 - May 2013
State of Colorado - Colorado State Capitol May 2012 - August 2012
University of Colorado Foundation - Ruffalo Cody January 2012 - May 2012
Skills
Public Speaking, Teamwork, Blogging, Social Media, Microsoft Office, BrassRing, Research, Qualitative Research, Coordinating Events, Organization, Microsoft Word, PowerPoint, Customer Service, Calendar Planning, Google Docs, RefWorks, Leadership, Motivated self-starter, Twitter, Facebook, American Foreign Policy, Quantitative Research, Event Planning
Education
University of Colorado at Boulder 2011 — 2013
Bachelor's Degree, International Affairs
GE Healthcare - KellyOCG RPO August 2015 - Present
GE Healthcare - KellyOCG RPO February 2015 - Present
Capital Group January 2014 - June 2014
University of Colorado Boulder September 2011 - August 2013
University of Colorado Boulder May 2012 - May 2013
State of Colorado - Colorado State Capitol May 2012 - August 2012
University of Colorado Foundation - Ruffalo Cody January 2012 - May 2012
Skills
Public Speaking, Teamwork, Blogging, Social Media, Microsoft Office, BrassRing, Research, Qualitative Research, Coordinating Events, Organization, Microsoft Word, PowerPoint, Customer Service, Calendar Planning, Google Docs, RefWorks, Leadership, Motivated self-starter, Twitter, Facebook, American Foreign Policy, Quantitative Research, Event Planning
Education
University of Colorado at Boulder 2011 — 2013
Bachelor's Degree, International Affairs
Michelle Itzkowitz's Capital Group Experience June 2014 - Present
Job Senior Strategist, Conferences at Capital Group
Industry Investment Management
Experience
Capital Group June 2014 - Present
Capital Group September 2011 - June 2014
Capital Group October 2006 - September 2011
Skills
Fundraising, Alternative Investments, Event Management, Series 6, Investment Management, Asset Allocation, Series 7, Social Media, Mutual Funds, Asset Managment, Investments, Marketing Strategy, Series 63, Online Marketing, Separately Managed..., Strategy, Marketing, Investment Strategies, 401k, Financial Services, Asset Management
Education
University of Hartford 1993 — 1998
BFA, Musical Theater
Capital Group June 2014 - Present
Capital Group September 2011 - June 2014
Capital Group October 2006 - September 2011
Skills
Fundraising, Alternative Investments, Event Management, Series 6, Investment Management, Asset Allocation, Series 7, Social Media, Mutual Funds, Asset Managment, Investments, Marketing Strategy, Series 63, Online Marketing, Separately Managed..., Strategy, Marketing, Investment Strategies, 401k, Financial Services, Asset Management
Education
University of Hartford 1993 — 1998
BFA, Musical Theater
Jasmine Ramos Jasmine Ramos's Capital Group Experience September 2013 - January 2015
Job Administrative Assistant at LA Fashion District Business Improvement District
Industry Financial Services
Experience
LA Fashion District - Business Improvement District March 2015 - Present
Capital Group September 2013 - January 2015
UCLA Henry Samueli School of Engineering and Applied Science April 2011 - September 2013
UCLA Transportation March 2009 - March 2011
UCLA October 2008 - March 2009
Skills
Event Planning, Event Management, Office Services, Facilities Operations, Switchboard Operator, Employee Training, General Correspondence, General Office Skills, Microsoft Office, Customer Service, Moodle, Cash Handeling, On-air Experience, Funding Applications, Plone, Sound Board Operation, Lotus Notes, Tririga
Education
UCLA 2008 — 2013
Bachelor of Arts (B.A.), Sociology
LA Fashion District - Business Improvement District March 2015 - Present
Capital Group September 2013 - January 2015
UCLA Henry Samueli School of Engineering and Applied Science April 2011 - September 2013
UCLA Transportation March 2009 - March 2011
UCLA October 2008 - March 2009
Skills
Event Planning, Event Management, Office Services, Facilities Operations, Switchboard Operator, Employee Training, General Correspondence, General Office Skills, Microsoft Office, Customer Service, Moodle, Cash Handeling, On-air Experience, Funding Applications, Plone, Sound Board Operation, Lotus Notes, Tririga
Education
UCLA 2008 — 2013
Bachelor of Arts (B.A.), Sociology
Kelli Kimpton Kelli Kimpton's Capital Group Experience April 2014 - Present
Job User Experience Lead at Capital Group
Industry Internet
Experience
Capital Group April 2014 - Present
Capital Group January 2013 - April 2014
352 Media Group March 2010 - January 2013
352 Media Group 2006 - March 2010
352 Media Group 2004 - 2006
352 Media Group April 2002 - 2004
Premier Productions January 1999 - April 2002
Skills
Digital Strategy, User Experience, User Interface Design, Creative Direction, Managing Teams, Talent Development, Thought Leadership, Cross-functional Team..., Persuasive Presentations, User-centered Design, User Experience Design, User Stories, User Research, Wireframes, Rapid Prototyping, Story Mapping, User Scenarios, Agile Methodologies, Digital Marketing, Online Advertising, Web Analytics, SEM, Online Marketing, Web Design, Graphic Design, Talent Management, Information Architecture, CSS, Interaction Design, Visual Design, Dreamweaver, SEO, E-commerce, CMS, Interactive Advertising, WordPress, User Interface, Google Analytics, Team Management, Mobile Design, Social Networking
Education
University of Florida 1997 — 2001
Bachelors, Advertising
Capital Group April 2014 - Present
Capital Group January 2013 - April 2014
352 Media Group March 2010 - January 2013
352 Media Group 2006 - March 2010
352 Media Group 2004 - 2006
352 Media Group April 2002 - 2004
Premier Productions January 1999 - April 2002
Skills
Digital Strategy, User Experience, User Interface Design, Creative Direction, Managing Teams, Talent Development, Thought Leadership, Cross-functional Team..., Persuasive Presentations, User-centered Design, User Experience Design, User Stories, User Research, Wireframes, Rapid Prototyping, Story Mapping, User Scenarios, Agile Methodologies, Digital Marketing, Online Advertising, Web Analytics, SEM, Online Marketing, Web Design, Graphic Design, Talent Management, Information Architecture, CSS, Interaction Design, Visual Design, Dreamweaver, SEO, E-commerce, CMS, Interactive Advertising, WordPress, User Interface, Google Analytics, Team Management, Mobile Design, Social Networking
Education
University of Florida 1997 — 2001
Bachelors, Advertising
Jason Nye, CPA Jason Nye, CPA's Capital Group Experience January 2014 - Present
Job Financial & Regulatory Reporting at Capital Group
Industry Accounting
Experience
Capital Group January 2014 - Present
Deloitte February 2011 - December 2013
Deloitte June 2009 - February 2011
Deloitte & Touche LLP June 2007 - June 2009
Deloitte & Touche September 2003 - June 2007
Janus Mutual Funds June 1999 - May 2000
Skills
Accounting, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Internal Controls, Finance, Mergers & Acquisitions, GAAP, Financial Audits, Auditing, US GAAP, External Audit, IFRS, CPA, SEC Filings, Consolidation
Education
University of Southern California 2001 — 2003
Bachelor of Science, Accounting
University of Colorado at Boulder 2000 — 2001
Capital Group January 2014 - Present
Deloitte February 2011 - December 2013
Deloitte June 2009 - February 2011
Deloitte & Touche LLP June 2007 - June 2009
Deloitte & Touche September 2003 - June 2007
Janus Mutual Funds June 1999 - May 2000
Skills
Accounting, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Internal Controls, Finance, Mergers & Acquisitions, GAAP, Financial Audits, Auditing, US GAAP, External Audit, IFRS, CPA, SEC Filings, Consolidation
Education
University of Southern California 2001 — 2003
Bachelor of Science, Accounting
University of Colorado at Boulder 2000 — 2001
Cathy Sturdivant Cathy Sturdivant's Capital Group Experience July 2015 - Present
Job Sr. Product ManagerInsurance at Capital Group
Industry Insurance
Experience
Capital Group July 2015 - Present
MetLife May 2005 - April 2014
MetLife October 2001 - May 2005
Pacific Life January 1999 - October 2001
Pacific Life January 1996 - January 1999
Pacific Life January 1993 - January 1996
Skills
Series 7, Series 63, Actuarial Exams, Variable Annuities, Retirement, Life Insurance, Fixed Annuities, Series 6, Actuarial Science, Cross-functional Team..., Financial Services, Investments, Management, Retirement Planning, Securities, Strategy, Leadership
Education
University of California, San Diego
Bachelor of Arts (B.A.), Applied Mathematics, Minors in Physics, Economics
Capital Group July 2015 - Present
MetLife May 2005 - April 2014
MetLife October 2001 - May 2005
Pacific Life January 1999 - October 2001
Pacific Life January 1996 - January 1999
Pacific Life January 1993 - January 1996
Skills
Series 7, Series 63, Actuarial Exams, Variable Annuities, Retirement, Life Insurance, Fixed Annuities, Series 6, Actuarial Science, Cross-functional Team..., Financial Services, Investments, Management, Retirement Planning, Securities, Strategy, Leadership
Education
University of California, San Diego
Bachelor of Arts (B.A.), Applied Mathematics, Minors in Physics, Economics
Jacqueline Pham's Capital Group Experience 2006 - Present
Job Work Management Coordinator at Capital Group
Industry Investment Management
Experience
Capital Group 2006 - Present
Capital Group 2005 - 2006
Capital Group 2003 - 2005
Skills
Work Management, Workforce Management, Workforce Planning, Financial Services, Workflow Management, eWFM, Aspect, Investment Management, Investments, Data Analysis, Business Analysis, Management, Customer Service, Sales
Education
University of California, Riverside 1999 — 2003
Bachelor of Science (B.S.), Business Administration
Lancaster High School 1994 — 1999
Capital Group 2006 - Present
Capital Group 2005 - 2006
Capital Group 2003 - 2005
Skills
Work Management, Workforce Management, Workforce Planning, Financial Services, Workflow Management, eWFM, Aspect, Investment Management, Investments, Data Analysis, Business Analysis, Management, Customer Service, Sales
Education
University of California, Riverside 1999 — 2003
Bachelor of Science (B.S.), Business Administration
Lancaster High School 1994 — 1999
Melanie Fong Melanie Fong's Capital Group Experience August 2012 - March 2013
Job Store Development at WilliamsSonoma, Inc.
Industry Investment Management
Experience
Williams-Sonoma, Inc. April 2013 - Present
Capital Group August 2012 - March 2013
Capital Group November 2010 - August 2012
Grubb and Ellis Securities October 2006 - January 2010
Skills
Microsoft Office, Event Planning, Communication, Invoice Processing, Project Planning, Writing, Business Travel, Concur, Customer Service, Research, Time Management, Marketing, Budgets, Management, Data Analysis, Social Networking, Social Media Marketing, Leadership
Education
University of California, San Diego 2002 — 2006
Bachelor of Arts (B.A.), Communication, Minor in Management Science
Williams-Sonoma, Inc. April 2013 - Present
Capital Group August 2012 - March 2013
Capital Group November 2010 - August 2012
Grubb and Ellis Securities October 2006 - January 2010
Skills
Microsoft Office, Event Planning, Communication, Invoice Processing, Project Planning, Writing, Business Travel, Concur, Customer Service, Research, Time Management, Marketing, Budgets, Management, Data Analysis, Social Networking, Social Media Marketing, Leadership
Education
University of California, San Diego 2002 — 2006
Bachelor of Arts (B.A.), Communication, Minor in Management Science
Piyumi Mahinkanda-Lin, CPA Piyumi Mahinkanda-Lin, CPA's Capital Group Experience August 2014 - Present
Job Senior Tax Analyst at Capital Group
Industry Accounting
Experience
Capital Group August 2014 - Present
Ernst & Young, LLP October 2008 - July 2014
Ernst & Young, LLP July 2011 - January 2012
UCR Housing Service August 2006 - July 2008
Ernst & Young, LLP June 2007 - August 2007
Travel Dynamics Group July 2004 - September 2004
Kenya September 2000 - June 2002
Skills
Tax, Corporate Tax, Accounting, CPA, Auditing, Tax Preparation, Tax Returns, Internal Controls, Budgets, International Tax
Education
University of California, Riverside 2004 — 2008
Bachelor of Science, Business
Capital Group August 2014 - Present
Ernst & Young, LLP October 2008 - July 2014
Ernst & Young, LLP July 2011 - January 2012
UCR Housing Service August 2006 - July 2008
Ernst & Young, LLP June 2007 - August 2007
Travel Dynamics Group July 2004 - September 2004
Kenya September 2000 - June 2002
Skills
Tax, Corporate Tax, Accounting, CPA, Auditing, Tax Preparation, Tax Returns, Internal Controls, Budgets, International Tax
Education
University of California, Riverside 2004 — 2008
Bachelor of Science, Business
Naceam Abyane Naceam Abyane's Capital Group Experience January 2015 - Present
Job Business Intelligence Analyst at Capital Group
Industry Marketing and Advertising
Experience
Capital Group January 2015 - Present
Capital Group February 2013 - December 2014
Capital Group August 2012 - February 2013
Syndero September 2011 - November 2011
The Pita PIt September 2009 - June 2010
Skills
Microsoft Office, Excel, Word, Oracle Applications, Mindomo, Outlook, PowerPoint, Adobe Acrobat, Omniture, Adfusion, Social Media, Microsoft Excel, Microsoft Word, SEO, Copywriting, Vlookup, Pivot Tables, MicroStrategy Reporting, ExactTarget, Adobe SiteCatalyst, Adobe Discover, Lotus Notes, ReportBuilder, Adobe, SharePoint, Microsoft Access, Google Adwords, Facebook, Brand Development, Salesforce.com, Google Analytics, Marketing, Web Analytics, Management, PPC, Social Networking
Education
UC Santa Barbara 2007 — 2011
Bachelor of Arts, Business: Economics, Comparative Literature
University of California, Los Angeles 2011 — 2011
N/A, Iranian Literature
Capital Group January 2015 - Present
Capital Group February 2013 - December 2014
Capital Group August 2012 - February 2013
Syndero September 2011 - November 2011
The Pita PIt September 2009 - June 2010
Skills
Microsoft Office, Excel, Word, Oracle Applications, Mindomo, Outlook, PowerPoint, Adobe Acrobat, Omniture, Adfusion, Social Media, Microsoft Excel, Microsoft Word, SEO, Copywriting, Vlookup, Pivot Tables, MicroStrategy Reporting, ExactTarget, Adobe SiteCatalyst, Adobe Discover, Lotus Notes, ReportBuilder, Adobe, SharePoint, Microsoft Access, Google Adwords, Facebook, Brand Development, Salesforce.com, Google Analytics, Marketing, Web Analytics, Management, PPC, Social Networking
Education
UC Santa Barbara 2007 — 2011
Bachelor of Arts, Business: Economics, Comparative Literature
University of California, Los Angeles 2011 — 2011
N/A, Iranian Literature
Annabelle Vicente Baldasari Annabelle Vicente Baldasari's Capital Group Experience January 2007 - August 2009
Job Finance Manager at Experian
Industry Information Services
Experience
Experian April 2014 - Present
Experian May 2012 - August 2013
Experian Consumer Services January 2010 - May 2012
MileTwo November 2009 - December 2009
Capital Group January 2007 - August 2009
Ernst & Young July 2003 - January 2007
Skills
Hyperion Enterprise, Variance Analysis, Accounting, Sarbanes-Oxley Act, Corporate Finance, Financial Analysis, Business Planning, Process Improvement, Finance, Leadership, Competitive Analysis, Forecasting, Financial Modeling, Financial Reporting, Strategic Financial..., Financial Accounting, SEC filings, Essbase, Internal Controls, Mergers & Acquisitions, Budgets, US GAAP, Income Statement, Business Process..., Revenue Recognition, GAAP, Financial Forecasting, Managerial Finance, Consolidation, Analysis, Financial Planning
Education
University of Notre Dame 2003 — 2004
Masters of Accountancy
University of California, Santa Barbara 1999 — 2003
Business Economics, Accounting Emphasis
Experian April 2014 - Present
Experian May 2012 - August 2013
Experian Consumer Services January 2010 - May 2012
MileTwo November 2009 - December 2009
Capital Group January 2007 - August 2009
Ernst & Young July 2003 - January 2007
Skills
Hyperion Enterprise, Variance Analysis, Accounting, Sarbanes-Oxley Act, Corporate Finance, Financial Analysis, Business Planning, Process Improvement, Finance, Leadership, Competitive Analysis, Forecasting, Financial Modeling, Financial Reporting, Strategic Financial..., Financial Accounting, SEC filings, Essbase, Internal Controls, Mergers & Acquisitions, Budgets, US GAAP, Income Statement, Business Process..., Revenue Recognition, GAAP, Financial Forecasting, Managerial Finance, Consolidation, Analysis, Financial Planning
Education
University of Notre Dame 2003 — 2004
Masters of Accountancy
University of California, Santa Barbara 1999 — 2003
Business Economics, Accounting Emphasis
Trisha Egleson Trisha Egleson's Capital Group Experience July 2004 - Present
Job Client Services Manager at Capital Group Companies
Industry Nonprofit Organization Management
Experience
Capital Group July 2004 - Present
Agape Therapeutic Riding Resources February 2010 - Present
Agape Therapeutic Riding Center October 2012 - October 2014
Skills
Program Management, Project Management, Change Management, Governance, Nonprofits, Business Process..., Staff Development, Building Relationships, Performance Management, Oral & Written..., Quality Management, Client Relations Skills, Autism Spectrum..., ADHD, Behavioral Intervention
Education
University of Cincinnati 2002 — 2004
Bachelor of Arts (B.A.), Comparative Literature
University of Southern Indiana 1998 — 2002
Capital Group July 2004 - Present
Agape Therapeutic Riding Resources February 2010 - Present
Agape Therapeutic Riding Center October 2012 - October 2014
Skills
Program Management, Project Management, Change Management, Governance, Nonprofits, Business Process..., Staff Development, Building Relationships, Performance Management, Oral & Written..., Quality Management, Client Relations Skills, Autism Spectrum..., ADHD, Behavioral Intervention
Education
University of Cincinnati 2002 — 2004
Bachelor of Arts (B.A.), Comparative Literature
University of Southern Indiana 1998 — 2002
Natalie Park CAP-OM Natalie Park CAP-OM's Capital Group Experience May 2014 - Present
Job Administrative Assistant, Investment Group and Talent Management at Capital Group
Industry Investment Management
Experience
Capital Group May 2014 - Present
Capital Group May 2012 - April 2014
Swiss Re July 2001 - April 2012
Swiss Re January 1998 - July 2001
Swiss Re September 1996 - January 1998
Chadbourne & Parke LLP December 1995 - September 1996
Marks & Murase July 1992 - December 1995
Skills
Word, Excel, PowerPoint, Lotus Notes, Oracle Applications, Calendaring, Travel Planning, Event Planning, Expenses, Video Conferencing
Education
University of California, Santa Cruz
Bachelor of Arts, Biology
Capital Group May 2014 - Present
Capital Group May 2012 - April 2014
Swiss Re July 2001 - April 2012
Swiss Re January 1998 - July 2001
Swiss Re September 1996 - January 1998
Chadbourne & Parke LLP December 1995 - September 1996
Marks & Murase July 1992 - December 1995
Skills
Word, Excel, PowerPoint, Lotus Notes, Oracle Applications, Calendaring, Travel Planning, Event Planning, Expenses, Video Conferencing
Education
University of California, Santa Cruz
Bachelor of Arts, Biology
Chris Randall Chris Randall's Capital Group Experience April 2010 - December 2011
Job Municipal Fixed Income Trader at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners January 2012 - Present
Capital Group April 2010 - December 2011
Capital Group March 2008 - April 2010
Countrywide Securities Corporation January 2007 - September 2007
San Diego Pension Consultants June 2005 - December 2006
Skills
Fixed Income, Mutual Funds, Securities, Investments, Bonds, Portfolio Management, Derivatives, Trading, Series 63, Capital Markets, Alternative Investments, Bloomberg, Asset Management, Asset Allocation
Education
University of California, San Diego 2002 — 2006
B.A., Mathematics & Economics
Guggenheim Partners January 2012 - Present
Capital Group April 2010 - December 2011
Capital Group March 2008 - April 2010
Countrywide Securities Corporation January 2007 - September 2007
San Diego Pension Consultants June 2005 - December 2006
Skills
Fixed Income, Mutual Funds, Securities, Investments, Bonds, Portfolio Management, Derivatives, Trading, Series 63, Capital Markets, Alternative Investments, Bloomberg, Asset Management, Asset Allocation
Education
University of California, San Diego 2002 — 2006
B.A., Mathematics & Economics
Jason Rourk Jason Rourk's Capital Group Experience November 2012 - April 2013
Job Global Program Manager at Disney Corporate
Industry Management Consulting
Experience
Disney Corporate January 2015 - Present
Union Bank April 2013 - November 2014
Capital Group November 2012 - April 2013
Guthy-Renker January 2012 - December 2012
Farmers Insurance 2010 - 2011
Blue Shield of California 2009 - 2011
Health Net 2005 - 2009
WellPoint 2001 - 2005
Universal Music & Video Distribution 1999 - 2001
Fox Entertainment Group 1996 - 1999
Skills
Program Management, Project Management, Workshop Facilitation, Strategic Technology..., Change Management, Risk Management, Analysis, SDLC, PMO, Project Portfolio..., PMP, Vendor Management, Team Building, Budgets, Project Planning, Management, Business Analysis, Software Documentation, Disaster Recovery, Process Improvement, Requirements Analysis, Outsourcing, Strategy, ITIL, Leadership, Data Center, Agile Methodologies, Cloud Computing, Software Development, Cross-functional Team..., IT Management, Enterprise Software, IT Strategy, Visio, Data Warehousing, Business Process..., Integration, Information Technology, Business Intelligence, Consulting
Education
University of Colorado Boulder 1987 — 1990
BSEE
University of Maryland College Park
MBA, Information Technology
Disney Corporate January 2015 - Present
Union Bank April 2013 - November 2014
Capital Group November 2012 - April 2013
Guthy-Renker January 2012 - December 2012
Farmers Insurance 2010 - 2011
Blue Shield of California 2009 - 2011
Health Net 2005 - 2009
WellPoint 2001 - 2005
Universal Music & Video Distribution 1999 - 2001
Fox Entertainment Group 1996 - 1999
Skills
Program Management, Project Management, Workshop Facilitation, Strategic Technology..., Change Management, Risk Management, Analysis, SDLC, PMO, Project Portfolio..., PMP, Vendor Management, Team Building, Budgets, Project Planning, Management, Business Analysis, Software Documentation, Disaster Recovery, Process Improvement, Requirements Analysis, Outsourcing, Strategy, ITIL, Leadership, Data Center, Agile Methodologies, Cloud Computing, Software Development, Cross-functional Team..., IT Management, Enterprise Software, IT Strategy, Visio, Data Warehousing, Business Process..., Integration, Information Technology, Business Intelligence, Consulting
Education
University of Colorado Boulder 1987 — 1990
BSEE
University of Maryland College Park
MBA, Information Technology
Maryann McGuire Maryann McGuire's Capital Group Experience August 1995 - July 2009
Job Risk Management Analyst
Industry Hospital & Health Care
Experience
IPC Healthcare February 2013 - Present
freelance July 2011 - February 2013
Capital Group August 1995 - July 2009
UCLA-Institute of Industrial Relations December 1989 - August 1994
UCLA-Pacific Southwest Regional Medical Library November 1985 - December 1989
Skills
Editing, Research, Books, Project Management, Proofreading, Copy Editing, Feature Articles, Content Development, Content Management, Publishing, Editorial, Content Strategy, Copywriting, Web Content, Marketing, Newsletters, Magazines, Publications
Education
Georg August University
German History
University of California, Santa Barbara
B.A., History
IPC Healthcare February 2013 - Present
freelance July 2011 - February 2013
Capital Group August 1995 - July 2009
UCLA-Institute of Industrial Relations December 1989 - August 1994
UCLA-Pacific Southwest Regional Medical Library November 1985 - December 1989
Skills
Editing, Research, Books, Project Management, Proofreading, Copy Editing, Feature Articles, Content Development, Content Management, Publishing, Editorial, Content Strategy, Copywriting, Web Content, Marketing, Newsletters, Magazines, Publications
Education
Georg August University
German History
University of California, Santa Barbara
B.A., History
Craig Wentz Craig Wentz's Capital Group Experience February 1997 - April 2000
Job Microsoft Corp. Senior Premier Field Engineer Messaging
Industry Information Technology and Services
Experience
Microsoft Corp. February 2008 - Present
Joe Verde Group June 2003 - February 2008
Allergan August 2000 - June 2003
Capital Group February 1997 - April 2000
Skills
Microsoft Exchange, Windows Server, Technical Support, Hyper-V, Microsoft Technologies, Infrastructure, Management, Powershell
Education
University of Southern California 1998 — 1998
Chartered Financial Analyst® (CFA) - Level 1, Finance, Passed Level 1 Exam
University of Cincinnati College of Business 1992 — 1997
BBA, Double Major: Accounting & Finance
Anthony Wayne High School 1988 — 1992
College Prep.
St. Joan of Arc 1979 — 1988
Grade School
Microsoft Corp. February 2008 - Present
Joe Verde Group June 2003 - February 2008
Allergan August 2000 - June 2003
Capital Group February 1997 - April 2000
Skills
Microsoft Exchange, Windows Server, Technical Support, Hyper-V, Microsoft Technologies, Infrastructure, Management, Powershell
Education
University of Southern California 1998 — 1998
Chartered Financial Analyst® (CFA) - Level 1, Finance, Passed Level 1 Exam
University of Cincinnati College of Business 1992 — 1997
BBA, Double Major: Accounting & Finance
Anthony Wayne High School 1988 — 1992
College Prep.
St. Joan of Arc 1979 — 1988
Grade School
Leonard M. Lopez Leonard M. Lopez's Capital Group Experience 2005 - 2009
Job Principal (North American ERP Department Head) at Hyundai AutoEver America
Industry Automotive
Experience
Hyundai AutoEver America January 2015 - Present
Hyundai Information Service North America 2012 - January 2015
Ingram Micro 2009 - 2012
Capital Group 2005 - 2009
Warner Bros. 2002 - 2005
IBM Global Services 1999 - 2002
Nissan North America 1984 - 1999
Skills
Project Portfolio..., SOX, Data Warehousing, Business Intelligence, Vendor Management, ERP, SAP, CRM, Sarbanes-Oxley Act, Business Analysis, Enterprise Architecture, Strategy, Analysis, Management, Outsourcing, Leadership, Business Process..., Analytics, Program Management, PMP, Process Improvement, Software Development, IT Strategy, Project Management, Enterprise Software, Quality Assurance, Cross-functional Team..., Change Management, Data Center
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Business Adminstration
University of California, Santa Barbara
BA, Biological Sciences
Hyundai AutoEver America January 2015 - Present
Hyundai Information Service North America 2012 - January 2015
Ingram Micro 2009 - 2012
Capital Group 2005 - 2009
Warner Bros. 2002 - 2005
IBM Global Services 1999 - 2002
Nissan North America 1984 - 1999
Skills
Project Portfolio..., SOX, Data Warehousing, Business Intelligence, Vendor Management, ERP, SAP, CRM, Sarbanes-Oxley Act, Business Analysis, Enterprise Architecture, Strategy, Analysis, Management, Outsourcing, Leadership, Business Process..., Analytics, Program Management, PMP, Process Improvement, Software Development, IT Strategy, Project Management, Enterprise Software, Quality Assurance, Cross-functional Team..., Change Management, Data Center
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Business Adminstration
University of California, Santa Barbara
BA, Biological Sciences
Breanna Staggs, CPA's Capital Group Experience December 2010 - September 2012
Job Fund Controller at Stockbridge Capital Group
Industry Accounting
Experience
Stockbridge Capital Group September 2012 - Present
Capital Group December 2010 - September 2012
McGladrey & Pullen September 2006 - December 2010
Vavrinek Trine & Day, LLP May 2005 - August 2005
Skills
GAAP, Internal Controls, Auditing, Financial Reporting, Accounting, Financial Accounting, US GAAP, SEC filings, Revenue Recognition, General Ledger, CPA, Sarbanes-Oxley Act, Financial Analysis, Tax, Financial Statements, Consolidation, SEC Filings, Assurance
Education
University of California, Santa Barbara
University of Redlands
Bachelor of Science, Financial Economics and Accounting
Stockbridge Capital Group September 2012 - Present
Capital Group December 2010 - September 2012
McGladrey & Pullen September 2006 - December 2010
Vavrinek Trine & Day, LLP May 2005 - August 2005
Skills
GAAP, Internal Controls, Auditing, Financial Reporting, Accounting, Financial Accounting, US GAAP, SEC filings, Revenue Recognition, General Ledger, CPA, Sarbanes-Oxley Act, Financial Analysis, Tax, Financial Statements, Consolidation, SEC Filings, Assurance
Education
University of California, Santa Barbara
University of Redlands
Bachelor of Science, Financial Economics and Accounting
Len Brown's Capital Group Experience February 2013 - May 2014
Job Digital Media Coordinator at Scion/Writer at Mixologi
Industry Music
Experience
Toyota Motor Corporation (Scion) December 2014 - Present
Mixologi November 2014 - Present
X17 Online April 2012 - February 2015
Capital Group February 2013 - May 2014
Entertainment Tonight July 2007 - March 2012
'Doorman' Independent Film March 2007 - April 2007
Radical Media March 2006 - April 2007
Sirius Satellite Radio February 2006 - April 2007
Skills
Final Cut Pro, Entertainment, Producing, Broadcast, Television, New Media, Video Production, Social Media, Blogging, Video, Film Production, Premiere, Avid, Photoshop, Videography, Post Production, Facebook, Publishing, Video Editing, Creative Direction, Film, Editing
Education
University of Central Florida 2001 — 2005
BA, Communications, Marketing Minor
Toyota Motor Corporation (Scion) December 2014 - Present
Mixologi November 2014 - Present
X17 Online April 2012 - February 2015
Capital Group February 2013 - May 2014
Entertainment Tonight July 2007 - March 2012
'Doorman' Independent Film March 2007 - April 2007
Radical Media March 2006 - April 2007
Sirius Satellite Radio February 2006 - April 2007
Skills
Final Cut Pro, Entertainment, Producing, Broadcast, Television, New Media, Video Production, Social Media, Blogging, Video, Film Production, Premiere, Avid, Photoshop, Videography, Post Production, Facebook, Publishing, Video Editing, Creative Direction, Film, Editing
Education
University of Central Florida 2001 — 2005
BA, Communications, Marketing Minor
Jobby Tseng Jobby Tseng's Capital Group Experience June 2013 - September 2013
Job FSO Assurance Staff at EY
Industry Accounting
Experience
EY August 2015 - Present
UCLA Office of Residential Life August 2013 - June 2015
UCLA Anderson School of Management November 2011 - June 2015
EY June 2014 - August 2014
UCLA Student Accounting Society May 2013 - June 2014
Capital Group June 2013 - September 2013
UCLA Office of Residential Life August 2012 - June 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Bookkeeping, Cash Handling Experience, Cashiering, Customer Service, Group Work, Research, Highly detail oriented, Organization, Mandarin Chinese, Event Management, Event Planning, Student Affairs, Social Networking, Time Management, Accounting, Leadership, Analysis, Data Entry, Photoshop, Mutual Funds, Teamwork
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Economics
Summit High School 2007 — 2011
High School Diploma
EY August 2015 - Present
UCLA Office of Residential Life August 2013 - June 2015
UCLA Anderson School of Management November 2011 - June 2015
EY June 2014 - August 2014
UCLA Student Accounting Society May 2013 - June 2014
Capital Group June 2013 - September 2013
UCLA Office of Residential Life August 2012 - June 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Bookkeeping, Cash Handling Experience, Cashiering, Customer Service, Group Work, Research, Highly detail oriented, Organization, Mandarin Chinese, Event Management, Event Planning, Student Affairs, Social Networking, Time Management, Accounting, Leadership, Analysis, Data Entry, Photoshop, Mutual Funds, Teamwork
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Economics
Summit High School 2007 — 2011
High School Diploma
Sonia Uddin,MBA's Capital Group Experience May 2013 - May 2014
Job Financial Analyst Kitchen Campus at Fresh & Easy
Industry Financial Services
Experience
Fresh & Easy May 2014 - Present
Liberty Tax Service December 2011 - June 2014
Capital Group May 2013 - May 2014
Fresh & Easy February 2013 - May 2013
Deutsche Bank January 2010 - August 2012
The Ayco Company, L.P., a Goldman Sachs Company 2006 - 2007
Wells Fargo 2005 - 2006
Skills
Finance, Financial Analysis, Strategic Financial..., General Ledger, Tax, Account Reconciliation, Financial Accounting, Investments, Forecasting, Financial Modeling, Financial Reporting, QuickBooks, Budgets, Asset Management, Banking, Auditing, Management, Accounting
Education
University of La Verne 2009 — 2011
Master of Business Administration (MBA), Marketing
University of California, Riverside 2002 — 2005
Bachelor of Science (B.S.), Accounting and Business/Management
Fresh & Easy May 2014 - Present
Liberty Tax Service December 2011 - June 2014
Capital Group May 2013 - May 2014
Fresh & Easy February 2013 - May 2013
Deutsche Bank January 2010 - August 2012
The Ayco Company, L.P., a Goldman Sachs Company 2006 - 2007
Wells Fargo 2005 - 2006
Skills
Finance, Financial Analysis, Strategic Financial..., General Ledger, Tax, Account Reconciliation, Financial Accounting, Investments, Forecasting, Financial Modeling, Financial Reporting, QuickBooks, Budgets, Asset Management, Banking, Auditing, Management, Accounting
Education
University of La Verne 2009 — 2011
Master of Business Administration (MBA), Marketing
University of California, Riverside 2002 — 2005
Bachelor of Science (B.S.), Accounting and Business/Management
Cerian Shepherd Cerian Shepherd's Capital Group Experience September 2014 - Present
Job Senior Marketing Information Specialist at Capital Group
Industry Financial Services
Experience
Capital Group September 2014 - Present
Capital Group April 2011 - August 2014
Capital Guardian (Canada), Inc. April 2003 - March 2011
Russell/Mellon Analytical Services (CIBC Mellon) November 2001 - March 2003
First North American National Bank July 2000 - June 2001
Skills
Mutual Funds, Asset Allocation, Asset Management, Finance, Fixed Income, Equities
Education
University of Florida - Warrington College Of Business 1996 — 2000
BS, Finance
Capital Group September 2014 - Present
Capital Group April 2011 - August 2014
Capital Guardian (Canada), Inc. April 2003 - March 2011
Russell/Mellon Analytical Services (CIBC Mellon) November 2001 - March 2003
First North American National Bank July 2000 - June 2001
Skills
Mutual Funds, Asset Allocation, Asset Management, Finance, Fixed Income, Equities
Education
University of Florida - Warrington College Of Business 1996 — 2000
BS, Finance
Julie Finer, CPA's Capital Group Experience 1998 - 2000
Job Finance Manager, Mergers & Acquisitions at Dell
Industry Computer Software
Experience
Dell June 2004 - Present
Epicor Software 2000 - 2004
Capital Group 1998 - 2000
KPMG January 1997 - February 1998
Skills
Revenue Recognition, Sarbanes-Oxley Act, US GAAP, Accounting, Financial Reporting, SEC filings, Enterprise Software, ERP, Financial Analysis, Internal Controls, Consolidation, Acquisition Integration, Process Improvement, Mergers, GAAP, Sarbanes-Oxley, General Ledger, Oracle E-Business Suite, Accounts Receivable, Financial Accounting, Fixed Assets, Mergers & Acquisitions, Finance, SEC Filings
Education
University of California, Santa Barbara
BA, Business Economics with Accounting emphasis
Dell June 2004 - Present
Epicor Software 2000 - 2004
Capital Group 1998 - 2000
KPMG January 1997 - February 1998
Skills
Revenue Recognition, Sarbanes-Oxley Act, US GAAP, Accounting, Financial Reporting, SEC filings, Enterprise Software, ERP, Financial Analysis, Internal Controls, Consolidation, Acquisition Integration, Process Improvement, Mergers, GAAP, Sarbanes-Oxley, General Ledger, Oracle E-Business Suite, Accounts Receivable, Financial Accounting, Fixed Assets, Mergers & Acquisitions, Finance, SEC Filings
Education
University of California, Santa Barbara
BA, Business Economics with Accounting emphasis
Ravi Hasija's Capital Group Experience January 2011 - December 2012
Job Software Engineer at Rackspace, the #1 managed cloud company
Industry Computer Software
Experience
Rackspace, the #1 managed cloud company February 2013 - Present
Griffin Solutions Group June 2010 - Present
MixAList.com August 2009 - Present
Capital Group January 2011 - December 2012
Andesa Services, Inc. March 2009 - December 2010
Pentaho 2007 - 2008
Convergys May 2003 - September 2007
Skills
Java, Hibernate, Spring, Groovy, Grails, Spring Webflow, GWT, JSP, AJAX, jQuery, JUnit, Mockito, Tomcat, JBoss Application Server, Weblogic, Unix Shell Scripting, Ant, Apache Ivy, Maven, MySQL, Agile Methodologies, Kanban, Data Driven Testing, TDD, Eclipse, IntelliJ IDEA, Java Enterprise Edition, Integration, Test Driven Development, PL/SQL, Software Development, JavaScript, Git, Unix, SQL, Spring Framework
Education
University of Central Florida 2002 — 2004
Masters, Computer Science
Rackspace, the #1 managed cloud company February 2013 - Present
Griffin Solutions Group June 2010 - Present
MixAList.com August 2009 - Present
Capital Group January 2011 - December 2012
Andesa Services, Inc. March 2009 - December 2010
Pentaho 2007 - 2008
Convergys May 2003 - September 2007
Skills
Java, Hibernate, Spring, Groovy, Grails, Spring Webflow, GWT, JSP, AJAX, jQuery, JUnit, Mockito, Tomcat, JBoss Application Server, Weblogic, Unix Shell Scripting, Ant, Apache Ivy, Maven, MySQL, Agile Methodologies, Kanban, Data Driven Testing, TDD, Eclipse, IntelliJ IDEA, Java Enterprise Edition, Integration, Test Driven Development, PL/SQL, Software Development, JavaScript, Git, Unix, SQL, Spring Framework
Education
University of Central Florida 2002 — 2004
Masters, Computer Science
Shawn Tydlaska, CFP®'s Capital Group Experience May 2004 - August 2008
Job MBA, University of Michigan Ross School of Business
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - June 2015
MyVest June 2014 - August 2014
Equitas Holdings March 2014 - May 2014
Hokanson Associates August 2011 - May 2013
WFP Securities October 2010 - June 2011
Blankinship & Foster, LLC June 2010 - August 2010
GMO (Grantham, Mayo, Van Otterloo & Co.) September 2008 - June 2010
Capital Group May 2004 - August 2008
UCLA 1999 - 2004
Merrill Lynch June 2003 - August 2003
Skills
Bloomberg, Goldmine, Morningstar, Excel, Junxure, E-money, Investments, Asset Managment, Mutual Funds, Wealth Management, Strategic Financial..., Securities, Series 7, Asset Allocation, Financial Analysis, Equities, Asset Management, Financial Services, Retirement, Finance, Microsoft Excel, Investment Strategies, High Net Worth..., Investment Advisory
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship, Finance
University of California, Los Angeles 1999 — 2004
Bachelor of Arts, Economics, Minor in Education
UCLA Extension 2007 — 2009
CFP, Certified Financial Planning Education Course
Raymond James Financial, Inc. March 2015 - June 2015
MyVest June 2014 - August 2014
Equitas Holdings March 2014 - May 2014
Hokanson Associates August 2011 - May 2013
WFP Securities October 2010 - June 2011
Blankinship & Foster, LLC June 2010 - August 2010
GMO (Grantham, Mayo, Van Otterloo & Co.) September 2008 - June 2010
Capital Group May 2004 - August 2008
UCLA 1999 - 2004
Merrill Lynch June 2003 - August 2003
Skills
Bloomberg, Goldmine, Morningstar, Excel, Junxure, E-money, Investments, Asset Managment, Mutual Funds, Wealth Management, Strategic Financial..., Securities, Series 7, Asset Allocation, Financial Analysis, Equities, Asset Management, Financial Services, Retirement, Finance, Microsoft Excel, Investment Strategies, High Net Worth..., Investment Advisory
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship, Finance
University of California, Los Angeles 1999 — 2004
Bachelor of Arts, Economics, Minor in Education
UCLA Extension 2007 — 2009
CFP, Certified Financial Planning Education Course
John Kafesjian, CPA John Kafesjian, CPA's Capital Group Experience August 2015 - Present
Job Senior Accountant Private Equity
Industry Accounting
Experience
Capital Group August 2015 - Present
Skills
Time Management, Communication, Forensic Accounting, Family Law, Microsoft Office, Fraud, Highly detail oriented, Accounting, QuickBooks, Financial Analysis, Microsoft Excel, Data Analysis, Teamwork, Auditing, Financial Reporting, Data Entry, Internal Controls, Financial Accounting, GAAP, PowerPoint, US GAAP, Financial Statements, Finance, Assurance, CPA
Education
University of California, Santa Barbara 2008 — 2011
Buisness Economics with Emphasis in Accounting, Economics and Accounting
Indio High School 2005 — 2008
High School Diploma
Capital Group August 2015 - Present
Skills
Time Management, Communication, Forensic Accounting, Family Law, Microsoft Office, Fraud, Highly detail oriented, Accounting, QuickBooks, Financial Analysis, Microsoft Excel, Data Analysis, Teamwork, Auditing, Financial Reporting, Data Entry, Internal Controls, Financial Accounting, GAAP, PowerPoint, US GAAP, Financial Statements, Finance, Assurance, CPA
Education
University of California, Santa Barbara 2008 — 2011
Buisness Economics with Emphasis in Accounting, Economics and Accounting
Indio High School 2005 — 2008
High School Diploma
Ashley Wong Ashley Wong's Capital Group Experience February 2012 - January 2013
Job Product Manager at Avery Products Corp.
Industry Consumer Goods
Experience
Avery Products Corporation June 2015 - Present
Little Tikes April 2014 - May 2015
Mattel January 2014 - March 2014
Ergobaby September 2013 - January 2014
Ergobaby May 2013 - August 2013
Capital Group February 2012 - January 2013
Capital Group October 2008 - November 2012
Skills
Marketing, Superior Client Service, Communication Skills, Data Analysis, Multilingual, Cross-functional Team..., Mutual Funds, Financial Services, Fund Accounting, Analysis, CRM, Investments, Training, Accounting, Management, Market Research, Marketing Strategy, Leadership, Microsoft Excel, Brand Management
Education
University of Southern California - Marshall School of Business 2011 — 2014
Master of Business Administration (MBA), Marketing
University of California, San Diego 2005 — 2008
B.S, Management Science, Minor in Music
Albany High School
Avery Products Corporation June 2015 - Present
Little Tikes April 2014 - May 2015
Mattel January 2014 - March 2014
Ergobaby September 2013 - January 2014
Ergobaby May 2013 - August 2013
Capital Group February 2012 - January 2013
Capital Group October 2008 - November 2012
Skills
Marketing, Superior Client Service, Communication Skills, Data Analysis, Multilingual, Cross-functional Team..., Mutual Funds, Financial Services, Fund Accounting, Analysis, CRM, Investments, Training, Accounting, Management, Market Research, Marketing Strategy, Leadership, Microsoft Excel, Brand Management
Education
University of Southern California - Marshall School of Business 2011 — 2014
Master of Business Administration (MBA), Marketing
University of California, San Diego 2005 — 2008
B.S, Management Science, Minor in Music
Albany High School
Betty Sweetman Betty Sweetman's Capital Group Experience May 1997 - February 2000
Job Global Commodity Leader (GCL) Labor at GE
Industry Oil & Energy
Experience
GE April 2015 - Present
BP June 2009 - March 2015
GE 2015 - 2015
GE 2015 - 2015
Global Business Travel Association (GBTA) 1994 - 2013
Amgen March 2002 - June 2009
Agilent Technologies March 2000 - March 2002
Capital Group May 1997 - February 2000
Times Mirror June 1992 - March 1998
CF Braun 1981 - 1986
Skills
Supplier Management, Change Management, Sourcing, Team Building, Business Travel, Supply Management, Human Resources, Supplier Development, Supply Chain Management, Management, Global Sourcing, Strategic Sourcing, Contract Management, Forecasting, Procurement, Cross-functional Team..., Crisis Management, Leadership, Project Planning, Operations Management, Process Improvement, Negotiation, Budgets, Account Management, Contract Negotiation, Program Management, Travel Management, Outsourcing, Six Sigma, Vendor Management, Strategy, Strategic Partnerships
Education
ASU 2012 — 2014
MBA, Supply Chain Management
Wharton Business School 2011 — 2012
Professional Designation - GBTA Global Leadership (GLP), Leadership, Designation
University of Pennsylvania - The Wharton School 2003 — 2006
Global Leadership Certificate, Global Leadership
University of Colorado Boulder 1974 — 1979
BS, Marketing and Transportation
Insights Discovery
Accreditation as a Client Practitioner at BP, Client Practitioner
GE April 2015 - Present
BP June 2009 - March 2015
GE 2015 - 2015
GE 2015 - 2015
Global Business Travel Association (GBTA) 1994 - 2013
Amgen March 2002 - June 2009
Agilent Technologies March 2000 - March 2002
Capital Group May 1997 - February 2000
Times Mirror June 1992 - March 1998
CF Braun 1981 - 1986
Skills
Supplier Management, Change Management, Sourcing, Team Building, Business Travel, Supply Management, Human Resources, Supplier Development, Supply Chain Management, Management, Global Sourcing, Strategic Sourcing, Contract Management, Forecasting, Procurement, Cross-functional Team..., Crisis Management, Leadership, Project Planning, Operations Management, Process Improvement, Negotiation, Budgets, Account Management, Contract Negotiation, Program Management, Travel Management, Outsourcing, Six Sigma, Vendor Management, Strategy, Strategic Partnerships
Education
ASU 2012 — 2014
MBA, Supply Chain Management
Wharton Business School 2011 — 2012
Professional Designation - GBTA Global Leadership (GLP), Leadership, Designation
University of Pennsylvania - The Wharton School 2003 — 2006
Global Leadership Certificate, Global Leadership
University of Colorado Boulder 1974 — 1979
BS, Marketing and Transportation
Insights Discovery
Accreditation as a Client Practitioner at BP, Client Practitioner
James E. Marshall James E. Marshall's Capital Group Experience October 2012 - October 2013
Job Campaign Manager, Marketing Communications at The Capital Group
Industry Marketing and Advertising
Experience
Capital Group October 2012 - October 2013
WesCorp December 2007 - March 2012
WesCorp July 2003 - November 2007
Jackson National Life Distributors, Inc. May 2000 - July 2003
Skills
Writing, Creative Direction, Microsoft Word, Excel,..., Constant Contact (HTML..., Adobe Omniture (website..., Vignette (content..., Basic Dreamweaver,..., Online Experience..., PowerPoint
Education
AFI Center for Advanced Film and Television Studies
MFA, Screenwriting
Croydon College of Art & Design
Post-grad Diploma, Film
University of Exeter
BA (Hons.), American and Commonwealth Arts
Capital Group October 2012 - October 2013
WesCorp December 2007 - March 2012
WesCorp July 2003 - November 2007
Jackson National Life Distributors, Inc. May 2000 - July 2003
Skills
Writing, Creative Direction, Microsoft Word, Excel,..., Constant Contact (HTML..., Adobe Omniture (website..., Vignette (content..., Basic Dreamweaver,..., Online Experience..., PowerPoint
Education
AFI Center for Advanced Film and Television Studies
MFA, Screenwriting
Croydon College of Art & Design
Post-grad Diploma, Film
University of Exeter
BA (Hons.), American and Commonwealth Arts
Lei Alison Tien Lei Alison Tien's Capital Group Experience May 2015 - Present
Job Results Analysis Associate at Capital Group
Industry Investment Management
Experience
Capital Group May 2015 - Present
Capital Group August 2013 - May 2015
CE2 Capital November 2012 - April 2013
PwC August 2012 - September 2012
U.S. Department of Commerce in Chengdu, China June 2011 - August 2011
P.I.C.K Asset Management Company June 2010 - August 2010
Skills
Stata, Financial Modeling, Econometrics, Valuation, Bloomberg, Analysis, Economics
Education
University of California, San Diego 2009 — 2013
Bachelor of Arts (BA), Economics
Capital Group May 2015 - Present
Capital Group August 2013 - May 2015
CE2 Capital November 2012 - April 2013
PwC August 2012 - September 2012
U.S. Department of Commerce in Chengdu, China June 2011 - August 2011
P.I.C.K Asset Management Company June 2010 - August 2010
Skills
Stata, Financial Modeling, Econometrics, Valuation, Bloomberg, Analysis, Economics
Education
University of California, San Diego 2009 — 2013
Bachelor of Arts (BA), Economics
Scott Sykes Scott Sykes's Capital Group Experience 2005 - Present
Job Vice President at Capital Group
Industry Investment Management
Experience
Capital Group 2005 - Present
Goldman Sachs 1994 - 1998
Skills
Fixed Income, Financial Analysis, Financial Modeling, Valuation
Education
University of Pennsylvania 2003 — 2005
Master of Business Administration (MBA), Finance
University of Essex 2000 — 2002
MSc International Economics
Washington and Lee University 1990 — 1994
BS Commerce, BA German
Capital Group 2005 - Present
Goldman Sachs 1994 - 1998
Skills
Fixed Income, Financial Analysis, Financial Modeling, Valuation
Education
University of Pennsylvania 2003 — 2005
Master of Business Administration (MBA), Finance
University of Essex 2000 — 2002
MSc International Economics
Washington and Lee University 1990 — 1994
BS Commerce, BA German
Roxann Schneider Roxann Schneider's Capital Group Experience March 2005 - June 2015
Job Team Manager at Capital Group
Industry Investment Management
Experience
Capital Group March 2005 - June 2015
AT&T May 1997 - December 2004
AT&T January 1984 - May 1997
Skills
Mutual Funds, Equities, Risk Management, Investments, Investment Management, Training, Project Management, Microsoft Office, Process Improvement, Customer Satisfaction, Business Analysis, Asset Allocation, Financial Services, Leadership, Management, Customer Service, Microsoft Excel, Team Building
Education
University of Colorado Colorado Springs 1989 — 1995
Widefield high school 1964 — 1966
High School
Capital Group March 2005 - June 2015
AT&T May 1997 - December 2004
AT&T January 1984 - May 1997
Skills
Mutual Funds, Equities, Risk Management, Investments, Investment Management, Training, Project Management, Microsoft Office, Process Improvement, Customer Satisfaction, Business Analysis, Asset Allocation, Financial Services, Leadership, Management, Customer Service, Microsoft Excel, Team Building
Education
University of Colorado Colorado Springs 1989 — 1995
Widefield high school 1964 — 1966
High School
Elliott Chang Elliott Chang's Capital Group Experience August 2015 - August 2015
Job Summer Analyst at Agility Capital, LLC
Industry Investment Banking
Experience
Agility Capital, LLC May 2015 - Present
Capital Group August 2015 - August 2015
Ford Motor Company November 2014 - February 2015
UCSB - Housing and Residential Services July 2013 - June 2014
UCSB AS Program Board November 2013 - January 2014
Skills
Adaptability, Microsoft Office, Social Skills, Dedication to work, Creativity, Creative Solutions, Works Well in Groups, Sociability, Love to Learn, Microsoft Excel, Teamwork, Financial Analysis, PowerPoint
Education
University of California, Santa Barbara 2013 — 2017
Bachelor of Financial Math & Statistics, Financial Mathematics, 3.7
Agility Capital, LLC May 2015 - Present
Capital Group August 2015 - August 2015
Ford Motor Company November 2014 - February 2015
UCSB - Housing and Residential Services July 2013 - June 2014
UCSB AS Program Board November 2013 - January 2014
Skills
Adaptability, Microsoft Office, Social Skills, Dedication to work, Creativity, Creative Solutions, Works Well in Groups, Sociability, Love to Learn, Microsoft Excel, Teamwork, Financial Analysis, PowerPoint
Education
University of California, Santa Barbara 2013 — 2017
Bachelor of Financial Math & Statistics, Financial Mathematics, 3.7
Claudia Cole's Capital Group Experience September 2011 - August 2013
Job Research Associate at Daruma Capital Management, LLC
Industry Investment Management
Experience
Daruma Capital Management, LLC February 2014 - Present
Capital Group September 2011 - August 2013
DWA September 2007 - January 2009
Skills
Equities, Bloomberg, Asset Management, Hedge Funds, Equity Research, Fixed Income, Alternative Investments, Financial Modeling, Financial Analysis, Valuation, Investments, Bloomberg Terminal, Portfolio Management, Capital Markets, Securities, Asset Allocation, Investment Strategies, Financial Markets, Emerging Markets, Investment Banking
Education
University of Cape Town 2003 — 2006
NYSSA
Daruma Capital Management, LLC February 2014 - Present
Capital Group September 2011 - August 2013
DWA September 2007 - January 2009
Skills
Equities, Bloomberg, Asset Management, Hedge Funds, Equity Research, Fixed Income, Alternative Investments, Financial Modeling, Financial Analysis, Valuation, Investments, Bloomberg Terminal, Portfolio Management, Capital Markets, Securities, Asset Allocation, Investment Strategies, Financial Markets, Emerging Markets, Investment Banking
Education
University of Cape Town 2003 — 2006
NYSSA
Petra Chien, CFP®'s Capital Group Experience November 2012 - April 2015
Job Vice President Wealth Strategist at First Bank
Industry Investment Management
Experience
First Bank April 2015 - Present
Capital Group November 2012 - April 2015
Wells Fargo Bank - Wealth Management March 2011 - November 2012
Wells Fargo Bank - Wealth Management February 2010 - March 2011
Wells Fargo Bank - Wealth Management July 2005 - February 2010
Wells Fargo October 2003 - July 2005
Skills
CERTIFIED FINANCIAL..., Wealth Management, Investments, Retirement Planning, Asset Allocation, Mutual Funds, Strategic Financial..., Estate Planning, Financial Analysis, Banking, Insurance, Finance, Series 7, Wealth, Life Insurance, Securities, Financial Planning
Education
University of California, San Diego
BA, Communications
First Bank April 2015 - Present
Capital Group November 2012 - April 2015
Wells Fargo Bank - Wealth Management March 2011 - November 2012
Wells Fargo Bank - Wealth Management February 2010 - March 2011
Wells Fargo Bank - Wealth Management July 2005 - February 2010
Wells Fargo October 2003 - July 2005
Skills
CERTIFIED FINANCIAL..., Wealth Management, Investments, Retirement Planning, Asset Allocation, Mutual Funds, Strategic Financial..., Estate Planning, Financial Analysis, Banking, Insurance, Finance, Series 7, Wealth, Life Insurance, Securities, Financial Planning
Education
University of California, San Diego
BA, Communications
Julius Corrales Julius Corrales's Capital Group Experience August 2011 - September 2013
Job Delivery Manager at Specific Media
Industry Investment Management
Experience
Specific Media March 2015 - Present
Specific Media August 2014 - March 2015
Specific Media September 2013 - August 2014
Capital Group August 2011 - September 2013
Best Buy October 2006 - August 2011
Best Best & Krieger LLP June 2006 - September 2006
Skills
Customer Service, Mutual Funds, Leadership, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Social Media, Sales, Marketing, Salesforce.com, Insurance, Finance, Customer Relations, Windows, Digital Media, Communication
Education
University of California, Riverside 2006 — 2010
Business Economics
Specific Media March 2015 - Present
Specific Media August 2014 - March 2015
Specific Media September 2013 - August 2014
Capital Group August 2011 - September 2013
Best Buy October 2006 - August 2011
Best Best & Krieger LLP June 2006 - September 2006
Skills
Customer Service, Mutual Funds, Leadership, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Social Media, Sales, Marketing, Salesforce.com, Insurance, Finance, Customer Relations, Windows, Digital Media, Communication
Education
University of California, Riverside 2006 — 2010
Business Economics
Christopher K. Zhao Christopher K. Zhao's Capital Group Experience September 2015 - Present
Job Senior Channel Producer at Capital Group
Industry Marketing and Advertising
Experience
Capital Group September 2015 - Present
Capital Group June 2015 - August 2015
OtherWish.com August 2014 - August 2015
Belkin International September 2014 - December 2014
Kingston Brass September 2008 - September 2014
Igozen January 2012 - January 2013
ScreenProvider.com 2006 - October 2010
Skills
SEO, Data Analysis, Web Analytics, Online Marketing, Online Advertising, Marketing Strategy, Digital Marketing, Web Marketing, SEM, Social Media Marketing, Product Management, Lead Generation, Website Development, Google Analytics, Graphic Design, E-commerce, Google Adwords, Internet Strategy, Marketing, Content Strategy, Customer Acquisition, Strategy, PPC, Renovation, Equipment Installation, Market Research, Management, Email Marketing, Analytics, Entrepreneurship, Early-stage Startups, Start-ups
Education
USC Marshall School of Business 2013 — 2016
Master of Business Administration, MBA
University of California, Riverside 2004 — 2008
BA, Psychology
Capital Group September 2015 - Present
Capital Group June 2015 - August 2015
OtherWish.com August 2014 - August 2015
Belkin International September 2014 - December 2014
Kingston Brass September 2008 - September 2014
Igozen January 2012 - January 2013
ScreenProvider.com 2006 - October 2010
Skills
SEO, Data Analysis, Web Analytics, Online Marketing, Online Advertising, Marketing Strategy, Digital Marketing, Web Marketing, SEM, Social Media Marketing, Product Management, Lead Generation, Website Development, Google Analytics, Graphic Design, E-commerce, Google Adwords, Internet Strategy, Marketing, Content Strategy, Customer Acquisition, Strategy, PPC, Renovation, Equipment Installation, Market Research, Management, Email Marketing, Analytics, Entrepreneurship, Early-stage Startups, Start-ups
Education
USC Marshall School of Business 2013 — 2016
Master of Business Administration, MBA
University of California, Riverside 2004 — 2008
BA, Psychology
Patrick Goddard Patrick Goddard's Capital Group Experience 2004 - 2005
Job Web Developer
Industry Internet
Experience
Miles March 2014 - Present
self-employed September 2012 - Present
ASK Long Beach January 2012 - Present
Anaheim Orange County Visitors & Convention Bureau July 2012 - March 2014
Self-employed June 2010 - August 2012
Fonality October 2007 - June 2010
Rhino Entertainment June 2005 - October 2007
Capital Group 2004 - 2005
Warner Bros. Records 2002 - 2004
Nullsoft (AOL) May 2000 - October 2000
Skills
HTML, Drupal, CSS, Javascript, Web Development, Web Services, Web Maintenance, PHP, JavaScript, Web Applications, Online Marketing, Web Standards, Google Analytics, SEO, Web Design, Databases, CMS
Education
University of California, Santa Cruz 1987 — 1993
BA, Sociology
Miles March 2014 - Present
self-employed September 2012 - Present
ASK Long Beach January 2012 - Present
Anaheim Orange County Visitors & Convention Bureau July 2012 - March 2014
Self-employed June 2010 - August 2012
Fonality October 2007 - June 2010
Rhino Entertainment June 2005 - October 2007
Capital Group 2004 - 2005
Warner Bros. Records 2002 - 2004
Nullsoft (AOL) May 2000 - October 2000
Skills
HTML, Drupal, CSS, Javascript, Web Development, Web Services, Web Maintenance, PHP, JavaScript, Web Applications, Online Marketing, Web Standards, Google Analytics, SEO, Web Design, Databases, CMS
Education
University of California, Santa Cruz 1987 — 1993
BA, Sociology
Shijie Zheng Shijie Zheng's Capital Group Experience November 2014 - Present
Job Portfolio Compliance Associate at Capital Group
Industry Financial Services
Experience
Capital Group November 2014 - Present
Kravitz, Inc. July 2014 - November 2014
Chinese Close-up Magic Club September 2012 - September 2014
AXA Advisors June 2013 - September 2013
Elite International Summer Program September 2012 - June 2013
Ebisu October 2010 - May 2013
Skills
Mutual Funds, Research, Data Analysis, Financial Analysis, Portfolio Performance..., VBA, Matlab, Pension Funds, Legal Research, Retirement Plan..., Risk Management, Microsoft Office, Teamwork, Strategic Financial..., C++, Java, C, R language, Marketing, Legal Compliance, Cash Balance, Defined Benefit, Team Leadership
Education
University of California, Los Angeles 2012 — 2014
Bachelor's Degree, Major: Mathematics and Economics Minor: Statistics, 3.7
Capital Group November 2014 - Present
Kravitz, Inc. July 2014 - November 2014
Chinese Close-up Magic Club September 2012 - September 2014
AXA Advisors June 2013 - September 2013
Elite International Summer Program September 2012 - June 2013
Ebisu October 2010 - May 2013
Skills
Mutual Funds, Research, Data Analysis, Financial Analysis, Portfolio Performance..., VBA, Matlab, Pension Funds, Legal Research, Retirement Plan..., Risk Management, Microsoft Office, Teamwork, Strategic Financial..., C++, Java, C, R language, Marketing, Legal Compliance, Cash Balance, Defined Benefit, Team Leadership
Education
University of California, Los Angeles 2012 — 2014
Bachelor's Degree, Major: Mathematics and Economics Minor: Statistics, 3.7
Amit Ghadiyali Amit Ghadiyali's Capital Group Experience August 2015 - Present
Job Insights and Analytics at American Funds
Industry Financial Services
Experience
Capital Group August 2015 - Present
Gap Year - Travel/Transition October 2014 - July 2015
Bank of America Merrill Lynch October 2010 - September 2014
Bank of America Merrill Lynch September 2006 - September 2010
GE 2005 - 2006
Skills
Finance, Equities, Financial Analysis, Fixed Income, Financial Modeling, Credit, Management, Capital Markets, Derivatives, Investment Banking, Valuation, Leadership, Banking, Managerial Finance, Asset Management, Corporate Finance
Education
University of Connecticut
Bachelor's Degree, Accounting and Finance
Capital Group August 2015 - Present
Gap Year - Travel/Transition October 2014 - July 2015
Bank of America Merrill Lynch October 2010 - September 2014
Bank of America Merrill Lynch September 2006 - September 2010
GE 2005 - 2006
Skills
Finance, Equities, Financial Analysis, Fixed Income, Financial Modeling, Credit, Management, Capital Markets, Derivatives, Investment Banking, Valuation, Leadership, Banking, Managerial Finance, Asset Management, Corporate Finance
Education
University of Connecticut
Bachelor's Degree, Accounting and Finance
ALI SAFDARI's Capital Group Experience August 2012 - May 2013
Job Tier 2 Technical Support at Apple
Industry Information Technology and Services
Experience
Apple February 2015 - Present
Red Bull January 2015 - February 2015
Colony Capital May 2014 - September 2014
The Tennis Channel August 2013 - May 2014
Capital Group August 2012 - May 2013
MyexclusiveSpa March 2007 - August 2012
Time Warner Cable February 2001 - January 2007
Sprint Nextel July 1997 - December 2000
Skills
Information Technology, Customer Service, Help Desk Support, Access, Lotus Notes, Active Directory, Outlook, Project Management, Microsoft Office, Windows Server, Windows XP, Microsoft Exchange, Windows 7, Management, Servers, Technical Support, VPN, Networking, Software Installation, Security, Cisco Technologies, Windows, Laptops
Education
University of Central Florida 1997 — 2001
Bachelor of Science (BS), Management Information Systems, General
Apple February 2015 - Present
Red Bull January 2015 - February 2015
Colony Capital May 2014 - September 2014
The Tennis Channel August 2013 - May 2014
Capital Group August 2012 - May 2013
MyexclusiveSpa March 2007 - August 2012
Time Warner Cable February 2001 - January 2007
Sprint Nextel July 1997 - December 2000
Skills
Information Technology, Customer Service, Help Desk Support, Access, Lotus Notes, Active Directory, Outlook, Project Management, Microsoft Office, Windows Server, Windows XP, Microsoft Exchange, Windows 7, Management, Servers, Technical Support, VPN, Networking, Software Installation, Security, Cisco Technologies, Windows, Laptops
Education
University of Central Florida 1997 — 2001
Bachelor of Science (BS), Management Information Systems, General
Jennifer Trapp Jennifer Trapp's Capital Group Experience December 2004 - Present
Job Executive Assistant at Capital Group
Industry Financial Services
Experience
Capital Group December 2004 - Present
FM Global October 2002 - December 2004
FM Global January 2002 - October 2002
Steve Cooley for DA October 1999 - October 2001
Skills
PowerPoint, Lotus Notes, Microsoft Excel, Time Management, Microsoft Word, Outlook, Internet Explorer, Adobe Professional, Google Chrome, Google Docs, Adobe Acrobat, MS Excel, MS Word, Concur
Education
University of California, Santa Barbara 1995 — 1999
BA, Business Economics
Capital Group December 2004 - Present
FM Global October 2002 - December 2004
FM Global January 2002 - October 2002
Steve Cooley for DA October 1999 - October 2001
Skills
PowerPoint, Lotus Notes, Microsoft Excel, Time Management, Microsoft Word, Outlook, Internet Explorer, Adobe Professional, Google Chrome, Google Docs, Adobe Acrobat, MS Excel, MS Word, Concur
Education
University of California, Santa Barbara 1995 — 1999
BA, Business Economics
Brandon Ma Brandon Ma's Capital Group Experience January 2015 - Present
Job Internal Wholesaler at American Funds
Industry Financial Services
Experience
Capital Group January 2015 - Present
UBS Financial Services Inc., The Miramontes Group August 2012 - July 2014
UCR School of Business Administration January 2014 - March 2014
Identity Management Group December 2011 - January 2013
Golden Star Technology Inc (GST) July 2010 - September 2010
Skills
Sales, Investments, Marketing, Leadership, Consulting, Management, Project Management, Social Networking, Cold Calling, Time Management, Teamwork, Research, Public Speaking, Finance, Mutual Funds
Education
University of California, Riverside 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, Finance
Walnut High School 2006 — 2010
High School Diploma
Capital Group January 2015 - Present
UBS Financial Services Inc., The Miramontes Group August 2012 - July 2014
UCR School of Business Administration January 2014 - March 2014
Identity Management Group December 2011 - January 2013
Golden Star Technology Inc (GST) July 2010 - September 2010
Skills
Sales, Investments, Marketing, Leadership, Consulting, Management, Project Management, Social Networking, Cold Calling, Time Management, Teamwork, Research, Public Speaking, Finance, Mutual Funds
Education
University of California, Riverside 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, Finance
Walnut High School 2006 — 2010
High School Diploma
William (Michaels) Summers William (Michaels) Summers's Capital Group Experience July 2002 - Present
Job Business Analyst/Corporate Actions Analyst
Industry Investment Management
Experience
Capital Group July 2002 - Present
ATX Forms Inc 2000 - 2002
Franklin Templeton Investments 1996 - 1999
Skills
Fixed Income, Asset Management, Investments, SharePoint Designer, Visual Basic, Database Administration, Microsoft Excel, Securities, Equities, Global Custody, Bonds, Bloomberg, Financial Analysis, Financial Reporting, Financial Services, Analysis, Financial Modeling, Portfolio Management, Corporate Actions, Private Placements, SharePoint..., Business Objects, Microsoft Publisher, Microsoft Word, Microsoft Certified..., Access Control, PowerPoint, Microsoft Access, BMC Remedy User, Application Security, Finance, SharePoint, Process Improvement, Project Management, Risk Management, Business Analysis, Investment Management, Accounting, Microsoft Office, Mutual Funds, Management
Education
University of Central Florida
Bachelor of Arts (BA), Radio and Television Broadcasting Production and Journalism
University of Central Florida - College of Business Administration
Master of Business Administration (MBA), Finance and Financial Management Services
Capital Group July 2002 - Present
ATX Forms Inc 2000 - 2002
Franklin Templeton Investments 1996 - 1999
Skills
Fixed Income, Asset Management, Investments, SharePoint Designer, Visual Basic, Database Administration, Microsoft Excel, Securities, Equities, Global Custody, Bonds, Bloomberg, Financial Analysis, Financial Reporting, Financial Services, Analysis, Financial Modeling, Portfolio Management, Corporate Actions, Private Placements, SharePoint..., Business Objects, Microsoft Publisher, Microsoft Word, Microsoft Certified..., Access Control, PowerPoint, Microsoft Access, BMC Remedy User, Application Security, Finance, SharePoint, Process Improvement, Project Management, Risk Management, Business Analysis, Investment Management, Accounting, Microsoft Office, Mutual Funds, Management
Education
University of Central Florida
Bachelor of Arts (BA), Radio and Television Broadcasting Production and Journalism
University of Central Florida - College of Business Administration
Master of Business Administration (MBA), Finance and Financial Management Services
Brian M. Sparks's Capital Group Experience October 2011 - October 2012
Job Senior Manager Deloitte; CPA & MBA
Industry Accounting
Experience
Deloitte October 2012 - Present
Capital Group October 2011 - October 2012
Mattel May 2009 - September 2011
Deloitte June 2004 - June 2009
Deloitte & Touche May 2004 - August 2004
Skills
Corporate Finance, MBA Finance, Financial Institutions, International Tax, Corporate Tax, Big 4, International Tax..., Accounting, Client Service, International Trade, Asia Pacific, Latin America, Treasury, Financial Modeling, Financial Advisory, Tax, Valuation, Strategic Financial..., Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2009 — 2012
M.B.A., Corporate Finance/Strategy
University of Connecticut 2001 — 2004
B.S., Accounting
Deloitte October 2012 - Present
Capital Group October 2011 - October 2012
Mattel May 2009 - September 2011
Deloitte June 2004 - June 2009
Deloitte & Touche May 2004 - August 2004
Skills
Corporate Finance, MBA Finance, Financial Institutions, International Tax, Corporate Tax, Big 4, International Tax..., Accounting, Client Service, International Trade, Asia Pacific, Latin America, Treasury, Financial Modeling, Financial Advisory, Tax, Valuation, Strategic Financial..., Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2009 — 2012
M.B.A., Corporate Finance/Strategy
University of Connecticut 2001 — 2004
B.S., Accounting
Kristen Hannah Kristen Hannah's Capital Group Experience May 2015 - Present
Job Compensation Manager at Capital Group
Industry Investment Management
Experience
Capital Group May 2015 - Present
Capital Group April 2014 - April 2015
Capital Group November 1999 - March 2014
Skills
SAP HR, PeopleSoft, Certified Compensation..., Job Analysis, Market Analysis, Microsoft Excel, Talent Management, Compensation, Deferred Compensation, Onboarding, Workforce Planning, HRIS, Employee Benefits, Succession Planning, Compensation & Benefit, Organizational Design, Performance Management, Benefits Administration, Compensation & Benefits
Education
University of California, San Diego
Bachelor of Science (BS), Bachelor of Arts (BA), Physiology & Neuroscience, Psychology
Capital Group May 2015 - Present
Capital Group April 2014 - April 2015
Capital Group November 1999 - March 2014
Skills
SAP HR, PeopleSoft, Certified Compensation..., Job Analysis, Market Analysis, Microsoft Excel, Talent Management, Compensation, Deferred Compensation, Onboarding, Workforce Planning, HRIS, Employee Benefits, Succession Planning, Compensation & Benefit, Organizational Design, Performance Management, Benefits Administration, Compensation & Benefits
Education
University of California, San Diego
Bachelor of Science (BS), Bachelor of Arts (BA), Physiology & Neuroscience, Psychology
Maria Christina Mesa's Capital Group Experience March 2004 - April 2005
Job Accounting Manager at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management, L.P. July 2015 - Present
Oaktree Capital Management May 2013 - Present
Capital Guardian Trust Company June 2009 - May 2013
Capital Guardian Trust Company May 2007 - June 2009
Capital Guardian Trust Company May 2006 - April 2007
Capital Guardian Trust Company May 2005 - May 2006
Capital Group March 2004 - April 2005
Wells Fargo August 2002 - February 2004
Skills
Corporate Actions, Fund Accounting, Fixed Income, Time Management, Timely Decision Making, Vlookup, Lotus Notes, Cash Management, Bank Reconciliation, Bloomberg, Equities, Financial Statements, Account Reconciliation, Accounting, Mutual Funds, Accruals, Pivot Tables, Analysis, Finance, Microsoft Excel, Financial Reporting
Education
University of California, Riverside 1999 — 2003
Bachelor's degree, Business Administration
Oaktree Capital Management, L.P. July 2015 - Present
Oaktree Capital Management May 2013 - Present
Capital Guardian Trust Company June 2009 - May 2013
Capital Guardian Trust Company May 2007 - June 2009
Capital Guardian Trust Company May 2006 - April 2007
Capital Guardian Trust Company May 2005 - May 2006
Capital Group March 2004 - April 2005
Wells Fargo August 2002 - February 2004
Skills
Corporate Actions, Fund Accounting, Fixed Income, Time Management, Timely Decision Making, Vlookup, Lotus Notes, Cash Management, Bank Reconciliation, Bloomberg, Equities, Financial Statements, Account Reconciliation, Accounting, Mutual Funds, Accruals, Pivot Tables, Analysis, Finance, Microsoft Excel, Financial Reporting
Education
University of California, Riverside 1999 — 2003
Bachelor's degree, Business Administration
Stephen Seidel Stephen Seidel's Capital Group Experience January 2015 - Present
Job Client Services Representative at American Funds
Industry Investment Management
Experience
Capital Group January 2015 - Present
Janus Capital Group January 2014 - January 2015
Morgan Stanley Smith Barney May 2010 - August 2012
Skills
PowerPoint, Marketing, Microsoft Office, Microsoft Excel, Financial Analysis, Microsoft Word, Data Analysis, Social Media, Research, Customer Service, Public Speaking, Leadership, Social Networking, Facebook, Market Research
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Information and Operations Management
Capital Group January 2015 - Present
Janus Capital Group January 2014 - January 2015
Morgan Stanley Smith Barney May 2010 - August 2012
Skills
PowerPoint, Marketing, Microsoft Office, Microsoft Excel, Financial Analysis, Microsoft Word, Data Analysis, Social Media, Research, Customer Service, Public Speaking, Leadership, Social Networking, Facebook, Market Research
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Information and Operations Management
Cindi Grossinger Cindi Grossinger's Capital Group Experience June 2011 - Present
Job Assistant Vice President Principal Compliance Specialist
Industry Investment Management
Experience
Capital Group June 2011 - Present
AonHewitt 2009 - 2011
Fox Entertainment Groupt March 2008 - February 2009
Kravitz, Inc. February 2002 - February 2008
Education
UCLA
BA, Economics
Capital Group June 2011 - Present
AonHewitt 2009 - 2011
Fox Entertainment Groupt March 2008 - February 2009
Kravitz, Inc. February 2002 - February 2008
Education
UCLA
BA, Economics
Pamela Chang's Capital Group Experience 2007 - 2009
Job University Recruiting Team Lead at Dropbox
Industry Human Resources
Experience
Dropbox May 2014 - Present
Dropbox January 2013 - May 2014
Dropbox November 2011 - January 2013
Google November 2010 - November 2011
Capital Group 2007 - 2009
Education
University of California, San Diego 2004 — 2007
B.A., Sociology, Economics
University of Sussex, United Kingdom 2005 — 2005
Sociology
Dropbox May 2014 - Present
Dropbox January 2013 - May 2014
Dropbox November 2011 - January 2013
Google November 2010 - November 2011
Capital Group 2007 - 2009
Education
University of California, San Diego 2004 — 2007
B.A., Sociology, Economics
University of Sussex, United Kingdom 2005 — 2005
Sociology
Lisa Martin, CBCP, MA Lisa Martin, CBCP, MA's Capital Group Experience October 1997 - July 2003
Job at University of California, Riverside
Industry Education Management
Experience
University of California, Riverside August 2009 - Present
US Bank November 2008 - August 2009
Downey Savings August 2003 - November 2008
Capital Group October 1997 - July 2003
Education
University of Phoenix 1997 — 1999
Masters, Organizational Management
University of California, Riverside 1988 — 1993
Bachelor, Political Science
University of California, Riverside August 2009 - Present
US Bank November 2008 - August 2009
Downey Savings August 2003 - November 2008
Capital Group October 1997 - July 2003
Education
University of Phoenix 1997 — 1999
Masters, Organizational Management
University of California, Riverside 1988 — 1993
Bachelor, Political Science
Joe Galunas's Capital Group Experience August 2015 - Present
Job Vice President, Senior Client Relationship Specialist
Industry Financial Services
Experience
Capital Group August 2015 - Present
E*TRADE Financial August 2009 - July 2015
Atlanta Financial Associates February 2009 - July 2009
Ameriprise Financial December 2006 - December 2008
Skills
Equities, Options, Financial Analysis, Investment Advisory, Investment Strategies, Equity Trading, Trading Strategies
Education
University of Georgia - Terry College of Business 2002 — 2006
Finance, Business/Finance
Capital Group August 2015 - Present
E*TRADE Financial August 2009 - July 2015
Atlanta Financial Associates February 2009 - July 2009
Ameriprise Financial December 2006 - December 2008
Skills
Equities, Options, Financial Analysis, Investment Advisory, Investment Strategies, Equity Trading, Trading Strategies
Education
University of Georgia - Terry College of Business 2002 — 2006
Finance, Business/Finance
Jerry Huynh Jerry Huynh's Capital Group Experience April 2015 - Present
Job Symbiotic Enterprise, LLC.
Industry Real Estate
Experience
Symbiotic Enterprise, LLC July 2005 - Present
Capital Group April 2015 - Present
TrueCar, Inc. November 2014 - April 2015
Capital Group April 2011 - November 2014
Capital Group March 2004 - April 2011
RightSize Business System 1998 - 2003
Skills
Fixed Income Technology, Application Development, Business Analysis, Business Process..., Project Management, TBA Processing, Bonds, FIX, Fixed Income, FX Derivatives, Visual C#, .NET, SQL, Software Development, SDLC, Software Documentation, Requirements Gathering, Bloomberg, Trading, Analysis, Enterprise Software, C#, Agile Methodologies, Asset Management, Requirements Analysis, Scrum
Education
University of California, Los Angeles
BA, Psychology
Symbiotic Enterprise, LLC July 2005 - Present
Capital Group April 2015 - Present
TrueCar, Inc. November 2014 - April 2015
Capital Group April 2011 - November 2014
Capital Group March 2004 - April 2011
RightSize Business System 1998 - 2003
Skills
Fixed Income Technology, Application Development, Business Analysis, Business Process..., Project Management, TBA Processing, Bonds, FIX, Fixed Income, FX Derivatives, Visual C#, .NET, SQL, Software Development, SDLC, Software Documentation, Requirements Gathering, Bloomberg, Trading, Analysis, Enterprise Software, C#, Agile Methodologies, Asset Management, Requirements Analysis, Scrum
Education
University of California, Los Angeles
BA, Psychology
Kim Coffee Kim Coffee's Capital Group Experience July 2013 - Present
Job Content Production Specialist at Capital Group
Industry Legal Services
Experience
Capital Group July 2013 - Present
Reed Smith LLP September 2011 - July 2013
Howrey LLP December 2002 - August 2010
Museum of Los Angeles County April 2002 - September 2002
Overture Services, Inc. (formerly GoTo September 2000 - April 2002
The J. Paul Getty Trust December 1997 - September 2000
Wilson Sonsini Goodrich & Rosati November 1992 - September 1997
Skills
Event Management, Marketing, Research, Legal Research, Marketing Communications, Event Planning, Public Relations, Business Development, Social Media, Strategic Planning, Public Speaking, Marketing Strategy, Social Media Marketing, Proposal Writing, Litigation, Management, Intellectual Property, Project Management, Leadership, Legal Writing, Mergers & Acquisitions, New Business Development, Market Research, Writing
Education
University of California, San Diego 1986 — 1990
B.A, English and American Literature
Capital Group July 2013 - Present
Reed Smith LLP September 2011 - July 2013
Howrey LLP December 2002 - August 2010
Museum of Los Angeles County April 2002 - September 2002
Overture Services, Inc. (formerly GoTo September 2000 - April 2002
The J. Paul Getty Trust December 1997 - September 2000
Wilson Sonsini Goodrich & Rosati November 1992 - September 1997
Skills
Event Management, Marketing, Research, Legal Research, Marketing Communications, Event Planning, Public Relations, Business Development, Social Media, Strategic Planning, Public Speaking, Marketing Strategy, Social Media Marketing, Proposal Writing, Litigation, Management, Intellectual Property, Project Management, Leadership, Legal Writing, Mergers & Acquisitions, New Business Development, Market Research, Writing
Education
University of California, San Diego 1986 — 1990
B.A, English and American Literature
Dan Roiter Dan Roiter's Capital Group Experience January 2013 - June 2013
Job Technical Product Specialist at Cornerstone OnDemand
Industry Human Resources
Experience
Cornerstone OnDemand June 2013 - Present
Capital Group January 2013 - June 2013
Remote Control Productions October 2012 - November 2012
BCS, Incorporated January 2011 - August 2012
Insight Global, Inc September 2009 - November 2010
Fidelity Investments June 2007 - August 2007
Skills
Business Process..., SharePoint, Cognos, Reporting & Analysis, Microsoft Excel 2010, Pivot Tables, Microsoft Excel, DBA, phpMyAdmin, MySQL, Talent Acquisition, Data Analysis, Management, SDLC, Analysis, Recruiting
Education
University of Colorado 2005 — 2009
B.A, Finance
University of Colorado Boulder 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
Cornerstone OnDemand June 2013 - Present
Capital Group January 2013 - June 2013
Remote Control Productions October 2012 - November 2012
BCS, Incorporated January 2011 - August 2012
Insight Global, Inc September 2009 - November 2010
Fidelity Investments June 2007 - August 2007
Skills
Business Process..., SharePoint, Cognos, Reporting & Analysis, Microsoft Excel 2010, Pivot Tables, Microsoft Excel, DBA, phpMyAdmin, MySQL, Talent Acquisition, Data Analysis, Management, SDLC, Analysis, Recruiting
Education
University of Colorado 2005 — 2009
B.A, Finance
University of Colorado Boulder 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
Kristine Papa's Capital Group Experience June 2008 - November 2009
Job
Industry Accounting
Experience
eHarmony February 2015 - Present
eHarmony.com July 2012 - January 2015
eHarmony.com June 2011 - August 2012
eHarmony November 2009 - June 2011
Capital Group June 2008 - November 2009
Capital Guardian Trust Company 2008 - 2009
Deloitte & Touche September 2003 - June 2008
Deloitte 2003 - 2008
Skills
Financial Reporting, Internal Controls, Financial Statements, Accounting, Financial Analysis, Auditing, Management, US GAAP, Financial Accounting, Financial Modeling
Education
University of California, Riverside 1999 — 2003
Bachelor of Science, Business Administration
eHarmony February 2015 - Present
eHarmony.com July 2012 - January 2015
eHarmony.com June 2011 - August 2012
eHarmony November 2009 - June 2011
Capital Group June 2008 - November 2009
Capital Guardian Trust Company 2008 - 2009
Deloitte & Touche September 2003 - June 2008
Deloitte 2003 - 2008
Skills
Financial Reporting, Internal Controls, Financial Statements, Accounting, Financial Analysis, Auditing, Management, US GAAP, Financial Accounting, Financial Modeling
Education
University of California, Riverside 1999 — 2003
Bachelor of Science, Business Administration
Alejandro Lombrozo's Capital Group Experience March 2004 - August 2006
Job President at ELALMI Investment Group
Industry Real Estate
Experience
ELALMI Investment Group (EIG) January 2013 - Present
Cushman & Wakefield January 2008 - January 2013
Burnham Real Estate / ARA Pacific August 2006 - December 2007
Capital Group March 2004 - August 2006
Skills
Valuation, Disposition, Real Estate Economics, Due Diligence, Brokerage, Real Estate Transactions, Commercial Real Estate, Investments, Real Estate, Financial Analysis, Asset Management, Corporate Real Estate, Real Estate Development, Location Intelligence, Acquisitions, Dispositions
Education
University of Pennsylvania 1999 — 2003
BA, Economics
New York University - Leonard N. Stern School of Business 2003 — 2003
Stern Advantage Program, Business
University of California, San Diego 2006 — 2008
Professional Certificate, Real Estate
ELALMI Investment Group (EIG) January 2013 - Present
Cushman & Wakefield January 2008 - January 2013
Burnham Real Estate / ARA Pacific August 2006 - December 2007
Capital Group March 2004 - August 2006
Skills
Valuation, Disposition, Real Estate Economics, Due Diligence, Brokerage, Real Estate Transactions, Commercial Real Estate, Investments, Real Estate, Financial Analysis, Asset Management, Corporate Real Estate, Real Estate Development, Location Intelligence, Acquisitions, Dispositions
Education
University of Pennsylvania 1999 — 2003
BA, Economics
New York University - Leonard N. Stern School of Business 2003 — 2003
Stern Advantage Program, Business
University of California, San Diego 2006 — 2008
Professional Certificate, Real Estate
Marisa S's Capital Group Experience 2014 - Present
Job Senior Business Analyst at CG
Industry Financial Services
Experience
Capital Group 2014 - Present
Capital Group 2006 - 2014
Banc of America Investments 2002 - 2006
Skills
Fixed Income
Education
University of California, Riverside
Bachelor of Science (BS), Business Administration and Sociology
Capital Group 2014 - Present
Capital Group 2006 - 2014
Banc of America Investments 2002 - 2006
Skills
Fixed Income
Education
University of California, Riverside
Bachelor of Science (BS), Business Administration and Sociology
Kyu Choi's Capital Group Experience 2015 - Present
Job Direct Marketing Manager at ReachPros
Industry Marketing and Advertising
Experience
Capital Group 2015 - Present
Merchant Centric April 2008 - February 2015
BOGOPOD.COM 2008 - February 2015
Move.com October 2005 - April 2008
REALTOR.com 2005 - 2008
Skills
Email Marketing, Online Advertising, Online Marketing, Marketing Communications, Web Analytics, Marketing Research, Direct Marketing, SEM, Digital Marketing, Mobile Marketing, Marketing, Strategic Partnerships, Lead Generation, Social Media Marketing, E-commerce
Education
University of California, San Diego 1997 — 2003
Bachelor's degree
Capital Group 2015 - Present
Merchant Centric April 2008 - February 2015
BOGOPOD.COM 2008 - February 2015
Move.com October 2005 - April 2008
REALTOR.com 2005 - 2008
Skills
Email Marketing, Online Advertising, Online Marketing, Marketing Communications, Web Analytics, Marketing Research, Direct Marketing, SEM, Digital Marketing, Mobile Marketing, Marketing, Strategic Partnerships, Lead Generation, Social Media Marketing, E-commerce
Education
University of California, San Diego 1997 — 2003
Bachelor's degree
Ben Berkowitz's Capital Group Experience 2010 - 2010
Job Summer Associate at American Capital
Industry Venture Capital & Private Equity
Experience
American Capital May 2015 - Present
StoneCreek Capital March 2014 - June 2014
Five Crowns Capital 2013 - March 2014
Canyon Capital Advisors 2010 - 2013
Capital Group 2010 - 2010
Adaptiv Technologies 2009 - 2010
Moss Adams LLP 2007 - 2009
KPMG LLP 2005 - 2007
Skills
Hedge Funds, Finance, Analysis, Internal Controls, Budgets, Process Improvement, Management, Analytics, Microsoft Excel, Auditing, Financial Statements, Financial Modeling, Financial Analysis, Sourcing, Financial Risk, Equities, Capital Markets, Capital Markets Analysis, Capital Market..., Derivatives, Derivatives Trading, Credit Derivatives, Equity Derivatives, Exotic Derivatives, FX Derivatives, Private Equity, Mergers & Acquisitions, Due Diligence, Restructuring, Corporate Finance, Strategy, Options
Education
University of California, Santa Barbara 2002 — 2006
Bachelor or Arts (Honors Distinction), Business Economics, Accounting, Sports Management
American Capital May 2015 - Present
StoneCreek Capital March 2014 - June 2014
Five Crowns Capital 2013 - March 2014
Canyon Capital Advisors 2010 - 2013
Capital Group 2010 - 2010
Adaptiv Technologies 2009 - 2010
Moss Adams LLP 2007 - 2009
KPMG LLP 2005 - 2007
Skills
Hedge Funds, Finance, Analysis, Internal Controls, Budgets, Process Improvement, Management, Analytics, Microsoft Excel, Auditing, Financial Statements, Financial Modeling, Financial Analysis, Sourcing, Financial Risk, Equities, Capital Markets, Capital Markets Analysis, Capital Market..., Derivatives, Derivatives Trading, Credit Derivatives, Equity Derivatives, Exotic Derivatives, FX Derivatives, Private Equity, Mergers & Acquisitions, Due Diligence, Restructuring, Corporate Finance, Strategy, Options
Education
University of California, Santa Barbara 2002 — 2006
Bachelor or Arts (Honors Distinction), Business Economics, Accounting, Sports Management
Alpana Legeny's Capital Group Experience November 2001 - Present
Job Senior Accountant Analyst at Capital Group
Industry Financial Services
Experience
Capital Group November 2001 - Present
Electroglas September 2000 - November 2001
Talbot Insurance 1997 - 2001
Skills
General Ledger, Financial Reporting, Accounting, Financial Analysis, Financial Statements
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1992 — 1996
BS, Business Administration
Capital Group November 2001 - Present
Electroglas September 2000 - November 2001
Talbot Insurance 1997 - 2001
Skills
General Ledger, Financial Reporting, Accounting, Financial Analysis, Financial Statements
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1992 — 1996
BS, Business Administration
Brian Cawley's Capital Group Experience December 2002 - Present
Job Senior Technology Analyst at Capital Group
Industry Information Technology and Services
Experience
Capital Group December 2002 - Present
Guidance Solutions, Inc. June 2000 - December 2002
North Communications February 1998 - June 2000
Skills
Agile Methodologies, Cloud Computing, IT Strategy, Integration, Enterprise Architecture, ColdFusion, Software Project..., Information Architecture, Java, Requirements Analysis, Software Development, Agile Project Management, Web Services, SDLC
Education
University of California, Santa Barbara
BS, Mechanical Engineering
Capital Group December 2002 - Present
Guidance Solutions, Inc. June 2000 - December 2002
North Communications February 1998 - June 2000
Skills
Agile Methodologies, Cloud Computing, IT Strategy, Integration, Enterprise Architecture, ColdFusion, Software Project..., Information Architecture, Java, Requirements Analysis, Software Development, Agile Project Management, Web Services, SDLC
Education
University of California, Santa Barbara
BS, Mechanical Engineering
Jackie Shearhod's Capital Group Experience November 2013 - Present
Job Global Finance at Capital Group
Industry Financial Services
Experience
Capital Group November 2013 - Present
Darden July 2013 - November 2013
Darden Restaurants August 2012 - July 2013
Darden Restaurants August 2010 - August 2012
Darden Restaurants July 2007 - August 2010
Grant Thornton September 2005 - July 2007
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Variance Analysis, Sarbanes-Oxley Act, Project Management, Financial Modeling, Corporate Finance, Forecasting, Process Improvement, Budgeting, Financial Accounting, Audit, Auditing, SEC reporting, Project Planning, Excel, SOX, Consolidation, Internal Audit, Risk Management, Hyperion Enterprise, GAAP, Cash Flow, US GAAP, General Ledger, Finance, Budgets, Analysis, Microsoft Excel, SEC filings
Education
University of Central Florida 2005 — 2006
Masters of Science, Accounting
University of Central Florida - College of Business Administration 2001 — 2005
Bachelor of Science, Accounting
Capital Group November 2013 - Present
Darden July 2013 - November 2013
Darden Restaurants August 2012 - July 2013
Darden Restaurants August 2010 - August 2012
Darden Restaurants July 2007 - August 2010
Grant Thornton September 2005 - July 2007
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Variance Analysis, Sarbanes-Oxley Act, Project Management, Financial Modeling, Corporate Finance, Forecasting, Process Improvement, Budgeting, Financial Accounting, Audit, Auditing, SEC reporting, Project Planning, Excel, SOX, Consolidation, Internal Audit, Risk Management, Hyperion Enterprise, GAAP, Cash Flow, US GAAP, General Ledger, Finance, Budgets, Analysis, Microsoft Excel, SEC filings
Education
University of Central Florida 2005 — 2006
Masters of Science, Accounting
University of Central Florida - College of Business Administration 2001 — 2005
Bachelor of Science, Accounting
Clay Sterzik's Capital Group Experience DirectorThe Capital Group Companies, Inc.1993 - Present
Job Director at Capital Group
Industry Investment Management
Experience
Capital Group DirectorThe Capital Group Companies, Inc.1993 - Present
Capital Group Companies Global 1993 - Present
Skills
Equities, Asset Managment, Fixed Income, Hedge Funds, Asset Management, Mutual Funds, Investment Management, Bloomberg, Portfolio Management, Securities, Trading Systems, Bonds, Capital Markets, Derivatives, Equity Trading
Education
UCR
Master of Business Administration (M.B.A.)
UCSB
Bachelor of Arts (B.A.), Economics
Capital Group DirectorThe Capital Group Companies, Inc.1993 - Present
Capital Group Companies Global 1993 - Present
Skills
Equities, Asset Managment, Fixed Income, Hedge Funds, Asset Management, Mutual Funds, Investment Management, Bloomberg, Portfolio Management, Securities, Trading Systems, Bonds, Capital Markets, Derivatives, Equity Trading
Education
UCR
Master of Business Administration (M.B.A.)
UCSB
Bachelor of Arts (B.A.), Economics
Charmaine Elliott's Capital Group Experience --2011 - 2015
Job Associate at Capital Group
Industry Investment Management
Anne Yamanaka's Capital Group Experience 2004 - Present
Job Senior Digital Content Strategist at Capital Group
Industry Financial Services
Experience
Capital Group 2004 - Present
Skills
Content Strategy, Writing, Editing, User Experience, Usability Testing, Agile Methodologies, Marketing Communications, User Research, Competitive Analysis, A/B Testing, Email Marketing, Email Strategy, Responsive Web Design, Copy Editing, Copywriting, Mutual Funds, Social Media, Business Analysis, Strategy
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Political Science and Government
Capital Group 2004 - Present
Skills
Content Strategy, Writing, Editing, User Experience, Usability Testing, Agile Methodologies, Marketing Communications, User Research, Competitive Analysis, A/B Testing, Email Marketing, Email Strategy, Responsive Web Design, Copy Editing, Copywriting, Mutual Funds, Social Media, Business Analysis, Strategy
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Political Science and Government
Celeste Reinholtz's Capital Group Experience March 1997 - June 2004
Job Owner, Blue Sky Properties Property Management
Industry Real Estate
Experience
Wieland Properties December 2011 - Present
Blue Sky Properties January 2011 - Present
Zip Realty April 2008 - January 2011
Capital Group March 1997 - June 2004
Education
University of California, Santa Barbara 1985 — 1990
Bachelor of Arts (B.A.), Economics
Wieland Properties December 2011 - Present
Blue Sky Properties January 2011 - Present
Zip Realty April 2008 - January 2011
Capital Group March 1997 - June 2004
Education
University of California, Santa Barbara 1985 — 1990
Bachelor of Arts (B.A.), Economics
Jill Plumb's Capital Group Experience 1991 - 2009
Job CEO at Plumb Household
Industry Financial Services
Experience
Loyola High School August 2014 - Present
Plumb Household March 2009 - Present
St. Paul the Apostle Parish July 2011 - Present
St. Paul the Apostle Parish July 2013 - June 2014
Del Rey American Little League August 2009 - July 2013
Capital Guardian Trust Company May 1991 - February 2009
Capital Group 1991 - 2009
Skills
Marketing, Investments, Equities, Portfolio Management, Marketing Strategy, Investment Strategies, Mutual Funds, Investment Management, Asset Management
Education
University of California, Los Angeles 1986 — 1990
BA, English
Loyola High School August 2014 - Present
Plumb Household March 2009 - Present
St. Paul the Apostle Parish July 2011 - Present
St. Paul the Apostle Parish July 2013 - June 2014
Del Rey American Little League August 2009 - July 2013
Capital Guardian Trust Company May 1991 - February 2009
Capital Group 1991 - 2009
Skills
Marketing, Investments, Equities, Portfolio Management, Marketing Strategy, Investment Strategies, Mutual Funds, Investment Management, Asset Management
Education
University of California, Los Angeles 1986 — 1990
BA, English
Thao Owh's Capital Group Experience March 2015 - Present
Job Senior Program Manager
Industry Financial Services
Experience
Capital Group March 2015 - Present
Capital Group November 2013 - February 2015
American Funds April 2012 - November 2013
American Funds September 2008 - March 2012
Accenture September 1998 - October 2008
Skills
CRM, Business Analysis, Management, Business Process..., Integration, Leadership, Change Management, Project Management, Program Management, Team Leadership, Training, Testing, Analytics, Management Consulting, Vendor Management, Business Process, Business Strategy, Strategic Planning, Strategy, Communication, Process Analysis, Sales Process, Salesforce.com, PMO, Stakeholder Management, Stakeholder Analysis, Workshop Facilitation, Investment Management..., Global Delivery, Global Strategy
Education
University of California, San Diego 1994 — 1998
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Management Science, Ethnic Studies
Capital Group March 2015 - Present
Capital Group November 2013 - February 2015
American Funds April 2012 - November 2013
American Funds September 2008 - March 2012
Accenture September 1998 - October 2008
Skills
CRM, Business Analysis, Management, Business Process..., Integration, Leadership, Change Management, Project Management, Program Management, Team Leadership, Training, Testing, Analytics, Management Consulting, Vendor Management, Business Process, Business Strategy, Strategic Planning, Strategy, Communication, Process Analysis, Sales Process, Salesforce.com, PMO, Stakeholder Management, Stakeholder Analysis, Workshop Facilitation, Investment Management..., Global Delivery, Global Strategy
Education
University of California, San Diego 1994 — 1998
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Management Science, Ethnic Studies
Ann Nichols's Capital Group Experience October 2005 - April 2015
Job Asset Information Associate at PIMCO
Industry Financial Services
Experience
PIMCO April 2015 - Present
Capital Group October 2005 - April 2015
Capital Group October 2003 - October 2005
Capital Group March 2000 - October 2003
Skills
Investments, Process Improvement, Equities, Portfolio Management, Securities, Trading, Strategic Planning, Team Building, Fixed Income, Bloomberg, Mutual Funds, Training, Management, Valuation, Investment Management, Microsoft Excel, Project Management, Finance, Asset Managment, Coaching, Leadership Development, Fundraising, Marketing, Organization, Corporate Actions, Reference Data, Derivatives, Alternative Investments, Relationship Management, Asset Allocation, Hedge Funds, SharePoint, SQL, PowerPoint, Reuters, Telekurs, Mortgage Lending, Operations Management, Procedure Development, Research, Trend Analysis, Process Enhancement, Business Strategy, Data Analysis, Analysis, Settlement, Asset Management
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (BS), Business Administration and Management, General
PIMCO April 2015 - Present
Capital Group October 2005 - April 2015
Capital Group October 2003 - October 2005
Capital Group March 2000 - October 2003
Skills
Investments, Process Improvement, Equities, Portfolio Management, Securities, Trading, Strategic Planning, Team Building, Fixed Income, Bloomberg, Mutual Funds, Training, Management, Valuation, Investment Management, Microsoft Excel, Project Management, Finance, Asset Managment, Coaching, Leadership Development, Fundraising, Marketing, Organization, Corporate Actions, Reference Data, Derivatives, Alternative Investments, Relationship Management, Asset Allocation, Hedge Funds, SharePoint, SQL, PowerPoint, Reuters, Telekurs, Mortgage Lending, Operations Management, Procedure Development, Research, Trend Analysis, Process Enhancement, Business Strategy, Data Analysis, Analysis, Settlement, Asset Management
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (BS), Business Administration and Management, General
Andrew Nakamura's Capital Group Experience June 2008 - Present
Job BSA at Capital Group
Industry Entertainment
Experience
Capital Group June 2008 - Present
Sony Pictures Entertainment June 2003 - Present
Education
University of Hawaii - Shidler College of Business 1997 — 1998
MS, Accounting
University of Hawaii at Manoa 1997 — 1998
MACC, Accounting
University of Denver 1989 — 1993
Capital Group June 2008 - Present
Sony Pictures Entertainment June 2003 - Present
Education
University of Hawaii - Shidler College of Business 1997 — 1998
MS, Accounting
University of Hawaii at Manoa 1997 — 1998
MACC, Accounting
University of Denver 1989 — 1993
Karlene Galvan's Capital Group Experience July 2003 - July 2006
Job Real Estate Agent
Industry Real Estate
Experience
Metro Brokers/GMAC Real Estate March 2003 - Present
Capital Group July 2003 - July 2006
Education
University of Connecticut 1993 — 1999
Metro Brokers/GMAC Real Estate March 2003 - Present
Capital Group July 2003 - July 2006
Education
University of Connecticut 1993 — 1999
Darin Kita's Capital Group Experience January 2010 - Present
Job Global Client Support Senior Manager
Industry Investment Management
Experience
Capital Group January 2010 - Present
Capital Guardian Trust Company October 2005 - July 2007
Capital Guardian Trust Company October 2005 - July 2007
Capital Guardian Trust Company April 2001 - October 2005
Capital Guardian Trust Company July 2000 - April 2001
American Funds 1996 - 1997
Skills
Client Service, Investments, Mutual Funds, Asset Allocation, Equities, Investment Strategies, Asset Managment, Portfolio Management, Securities, Investment Advisory, Trade Compliance, Financial Services, Investment Management, Charles River IMS, Institutional Accounts, Asset Management, Management, Fixed Income
Education
University of California, San Diego 1991 — 1995
BA, Economics
Capital Group January 2010 - Present
Capital Guardian Trust Company October 2005 - July 2007
Capital Guardian Trust Company October 2005 - July 2007
Capital Guardian Trust Company April 2001 - October 2005
Capital Guardian Trust Company July 2000 - April 2001
American Funds 1996 - 1997
Skills
Client Service, Investments, Mutual Funds, Asset Allocation, Equities, Investment Strategies, Asset Managment, Portfolio Management, Securities, Investment Advisory, Trade Compliance, Financial Services, Investment Management, Charles River IMS, Institutional Accounts, Asset Management, Management, Fixed Income
Education
University of California, San Diego 1991 — 1995
BA, Economics
Charlotte Bielman's Capital Group Experience July 2004 - Present
Job Senior Accountant Analyst at Capital Group
Industry Accounting
Experience
Capital Group July 2004 - Present
The Capital Group Companies 2004 - Present
Skills
Auditing, Project Management, Financial Reporting, Operations Management, Financial Modeling, Financial Analysis, Accounting, Finance, Financial Statements, General Ledger, Consolidation, Lotus Notes, Data Analysis, Strategic Planning, Account Reconciliation, Budgets, Financial Accounting, Cash Management, Valuation, Capital Markets, Securities, IFRS, Investments, Microsoft Word, Access, Sarbanes-Oxley Act, Investment Management, QuickBooks, US GAAP, Customer Service, Sarbanes-Oxley, Accruals, Microsoft Excel, Cash Flow, Internal Controls, Process Improvement, Bloomberg, Portfolio Management, Hedge Funds, Mergers & Acquisitions, SEC filings, Hyperion Enterprise, Variance Analysis, Forecasting, Fund Accounting, Analysis, Accounts Receivable, Accounts Payable, Fixed Income, Risk Management
Education
University of California, Santa Barbara 1993 — 1997
BA, Accounting
Capital Group July 2004 - Present
The Capital Group Companies 2004 - Present
Skills
Auditing, Project Management, Financial Reporting, Operations Management, Financial Modeling, Financial Analysis, Accounting, Finance, Financial Statements, General Ledger, Consolidation, Lotus Notes, Data Analysis, Strategic Planning, Account Reconciliation, Budgets, Financial Accounting, Cash Management, Valuation, Capital Markets, Securities, IFRS, Investments, Microsoft Word, Access, Sarbanes-Oxley Act, Investment Management, QuickBooks, US GAAP, Customer Service, Sarbanes-Oxley, Accruals, Microsoft Excel, Cash Flow, Internal Controls, Process Improvement, Bloomberg, Portfolio Management, Hedge Funds, Mergers & Acquisitions, SEC filings, Hyperion Enterprise, Variance Analysis, Forecasting, Fund Accounting, Analysis, Accounts Receivable, Accounts Payable, Fixed Income, Risk Management
Education
University of California, Santa Barbara 1993 — 1997
BA, Accounting
Kim Opel's Capital Group Experience December 1997 - Present
Job Sr Manager Accounting at Capital Group
Industry Financial Services
Experience
Capital Group December 1997 - Present
Coopers & Lybrand September 1994 - November 1997
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, Asset Management, Financial Analysis, SEC filings, Mutual Funds, Financial Modeling, GAAP, Internal Controls
Education
University of California, Santa Barbara 1990 — 1994
Business Economics, Accounting
Capital Group December 1997 - Present
Coopers & Lybrand September 1994 - November 1997
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, Asset Management, Financial Analysis, SEC filings, Mutual Funds, Financial Modeling, GAAP, Internal Controls
Education
University of California, Santa Barbara 1990 — 1994
Business Economics, Accounting
Jackie Loo's Capital Group Experience April 2005 - Present
Job IT Project Manager, AVP at Capital Group
Industry Financial Services
Experience
Capital Group April 2005 - Present
Capital Group October 1997 - March 2005
Kaiser Permanente 1995 - 1997
Kaiser Permanente 1991 - 1995
CCH Computax 1990 - 1991
GTE Data Services 1984 - 1989
Skills
Project Management, SDLC, Requirements Analysis, Requirements Gathering, Business Analysis
Education
University of California, Los Angeles
BS, Math/Computer Science
Capital Group April 2005 - Present
Capital Group October 1997 - March 2005
Kaiser Permanente 1995 - 1997
Kaiser Permanente 1991 - 1995
CCH Computax 1990 - 1991
GTE Data Services 1984 - 1989
Skills
Project Management, SDLC, Requirements Analysis, Requirements Gathering, Business Analysis
Education
University of California, Los Angeles
BS, Math/Computer Science
Gulmaro Leon's Capital Group Experience June 2005 - Present
Job Senior Associate at Capital Group
Industry Investment Management
Experience
Capital Group June 2005 - Present
Capital Group 2005 - Present
Pacific Financial Research 1995 - 2005
Skills
Financial Reporting, Accounting, Reconciliation, Financial Analysis, Fixed Income, Bloomberg, Asset Management, Account Reconciliation, Financial Modeling, Equities, Fund Accounting, Valuation, Finance, Securities, Financial Accounting, Financial Statements, Internal Controls, Portfolio Management, Auditing, Financial Planning, Sarbanes-Oxley Act, Analysis
Education
University of California, Santa Barbara 1991 — 1995
Capital Group June 2005 - Present
Capital Group 2005 - Present
Pacific Financial Research 1995 - 2005
Skills
Financial Reporting, Accounting, Reconciliation, Financial Analysis, Fixed Income, Bloomberg, Asset Management, Account Reconciliation, Financial Modeling, Equities, Fund Accounting, Valuation, Finance, Securities, Financial Accounting, Financial Statements, Internal Controls, Portfolio Management, Auditing, Financial Planning, Sarbanes-Oxley Act, Analysis
Education
University of California, Santa Barbara 1991 — 1995
Alex Gummeson, PHR's Capital Group Experience April 2015 - Present
Job Compensation Consultant at Capital Group
Industry Financial Services
Experience
Capital Group April 2015 - Present
Capital Group September 2013 - Present
Northrop Grumman Corporation March 2013 - September 2013
Northrop Grumman August 2012 - March 2013
Northrop Grumman August 2009 - August 2012
Masterplan September 2007 - June 2009
NHRA 2008 - 2009
Sage Publications 2006 - 2006
Skills
HRIS, Succession Planning, Workforce Planning, Human Resources, Applicant Tracking..., Deferred Compensation, Employee Benefits, Employee Relations, Onboarding, Organizational..., Performance Management, Personnel Management, Project Management, Talent Acquisition, Talent Management, Employee Engagement
Education
University of California, Santa Barbara 2003 — 2007
B.A., Spanish and Global Studies
Brandman University
PHR
Capital Group April 2015 - Present
Capital Group September 2013 - Present
Northrop Grumman Corporation March 2013 - September 2013
Northrop Grumman August 2012 - March 2013
Northrop Grumman August 2009 - August 2012
Masterplan September 2007 - June 2009
NHRA 2008 - 2009
Sage Publications 2006 - 2006
Skills
HRIS, Succession Planning, Workforce Planning, Human Resources, Applicant Tracking..., Deferred Compensation, Employee Benefits, Employee Relations, Onboarding, Organizational..., Performance Management, Personnel Management, Project Management, Talent Acquisition, Talent Management, Employee Engagement
Education
University of California, Santa Barbara 2003 — 2007
B.A., Spanish and Global Studies
Brandman University
PHR
Jose Cazanova's Capital Group Experience August 2014 - Present
Job Sales Analytics Manager at Capital Group
Industry Financial Services
Experience
Capital Group August 2014 - Present
Capital Group November 2011 - July 2014
Fresh & Easy Neighborhood Market June 2010 - November 2011
Leukemia & Lymphoma Research February 2010 - June 2010
Fresh and Easy Neighborhood Market April 2009 - May 2010
University of Florida August 2008 - February 2009
Project Concern International May 2006 - August 2006
CHF International July 2006 - July 2006
Skills
Microsoft Office 2007, Visual Basic, SQL, Data Analysis, Microsoft Office, Research, SPSS, Data Mining, Project Management, Strategic Planning, Retail, Spanish, Budgets, Microsoft Excel, Microsoft Word, Business Analysis, VBA, PeopleSoft, SAS, Team Leadership, Project Planning, Analysis, Sales, Pricing, MS Project, Analytics, Advertising, Statistics, Forecasting, Team Building, Business Intelligence, Visio, Leadership, Business Development, Training, Market Research, Cross-functional Team..., Outlook, Public Speaking, Marketing Research, Financial Analysis, Customer Insight, Business Strategy, Marketing, Access, PowerPoint, SharePoint, Management, Process Improvement, Customer Service
Education
University of Florida 2003 — 2008
PhD, Food and Resource Economics
University of Florida - Warrington College of Business Administration 2002 — 2003
MS, Business Administration
Zamorano University 1998 — 2001
BS, Agricultural Engineering
Capital Group August 2014 - Present
Capital Group November 2011 - July 2014
Fresh & Easy Neighborhood Market June 2010 - November 2011
Leukemia & Lymphoma Research February 2010 - June 2010
Fresh and Easy Neighborhood Market April 2009 - May 2010
University of Florida August 2008 - February 2009
Project Concern International May 2006 - August 2006
CHF International July 2006 - July 2006
Skills
Microsoft Office 2007, Visual Basic, SQL, Data Analysis, Microsoft Office, Research, SPSS, Data Mining, Project Management, Strategic Planning, Retail, Spanish, Budgets, Microsoft Excel, Microsoft Word, Business Analysis, VBA, PeopleSoft, SAS, Team Leadership, Project Planning, Analysis, Sales, Pricing, MS Project, Analytics, Advertising, Statistics, Forecasting, Team Building, Business Intelligence, Visio, Leadership, Business Development, Training, Market Research, Cross-functional Team..., Outlook, Public Speaking, Marketing Research, Financial Analysis, Customer Insight, Business Strategy, Marketing, Access, PowerPoint, SharePoint, Management, Process Improvement, Customer Service
Education
University of Florida 2003 — 2008
PhD, Food and Resource Economics
University of Florida - Warrington College of Business Administration 2002 — 2003
MS, Business Administration
Zamorano University 1998 — 2001
BS, Agricultural Engineering
Lauren Kilpatrick's Capital Group Experience July 2004 - January 2007
Job Marketing Manager at Shelly P Photography
Industry Pharmaceuticals
Experience
Luxe Light Photography April 2012 - Present
PDI, Inc. October 2011 - March 2012
inVentiv Health January 2007 - September 2010
Capital Group July 2004 - January 2007
The Hershey Company April 2001 - June 2004
Skills
Sales Operations, Selling, Sales, Dermatology, Pain Management, Pharmaceutical Sales, Rheumatology, Sales Effectiveness, Managed Care, Product Launch, Pharmaceutical Industry, Selling Skills
Education
University of Central Florida 1996 — 2000
Bachelor's, Communications
University of Central Florida/ Florida State University 1996 — 2000
Bachelor of Arts, Mass Communication/Media Studies
Luxe Light Photography April 2012 - Present
PDI, Inc. October 2011 - March 2012
inVentiv Health January 2007 - September 2010
Capital Group July 2004 - January 2007
The Hershey Company April 2001 - June 2004
Skills
Sales Operations, Selling, Sales, Dermatology, Pain Management, Pharmaceutical Sales, Rheumatology, Sales Effectiveness, Managed Care, Product Launch, Pharmaceutical Industry, Selling Skills
Education
University of Central Florida 1996 — 2000
Bachelor's, Communications
University of Central Florida/ Florida State University 1996 — 2000
Bachelor of Arts, Mass Communication/Media Studies
Charles Kiedman's Capital Group Experience July 2003 - Present
Job IT Manager at Capital Group
Industry Financial Services
Experience
Capital Group July 2003 - Present
Los Angeles Superior Court 2002 - 2003
Exult 2000 - 2002
Skills
SDLC, Business Analysis, Requirements Analysis, Agile Methodologies, Vendor Management, Requirements Gathering, IT Strategy, Program Management, Project Management, Business Process, IT Management, Visio, Enterprise Architecture, Process Improvement, Integration
Education
University of California, Santa Barbara 1994 — 1998
MA, Geography
University of California, Los Angeles 1988 — 1993
BA, Geography
Capital Group July 2003 - Present
Los Angeles Superior Court 2002 - 2003
Exult 2000 - 2002
Skills
SDLC, Business Analysis, Requirements Analysis, Agile Methodologies, Vendor Management, Requirements Gathering, IT Strategy, Program Management, Project Management, Business Process, IT Management, Visio, Enterprise Architecture, Process Improvement, Integration
Education
University of California, Santa Barbara 1994 — 1998
MA, Geography
University of California, Los Angeles 1988 — 1993
BA, Geography
Janet Lutkenhouse's Capital Group Experience June 1993 - March 2009
Job Sr. Manager, Worldwide Learning & Development at Herbalife International
Industry Health, Wellness and Fitness
Experience
Herbalife International July 2009 - Present
Capital Group June 1993 - March 2009
Capital Bank of California June 1991 - June 1993
Security Pacific Bank March 1990 - June 1991
Skills
Team Building, Vendor Management, Program Management, Internal Consulting, Instructional Design, Talent Management, Cornerstone OnDemand LMS, Organizational..., Leadership Development, Train-the-Trainer, Workshop Facilitation, Management, Training, Coaching, Human Resources, Leadership, Train the Trainer, Employee Training, Process Improvement, Performance Management, Change Management, Team Leadership, Business Process, Onboarding
Education
University of California, Santa Barbara
M.A., B.A.,, Communication Studies
Herbalife International July 2009 - Present
Capital Group June 1993 - March 2009
Capital Bank of California June 1991 - June 1993
Security Pacific Bank March 1990 - June 1991
Skills
Team Building, Vendor Management, Program Management, Internal Consulting, Instructional Design, Talent Management, Cornerstone OnDemand LMS, Organizational..., Leadership Development, Train-the-Trainer, Workshop Facilitation, Management, Training, Coaching, Human Resources, Leadership, Train the Trainer, Employee Training, Process Improvement, Performance Management, Change Management, Team Leadership, Business Process, Onboarding
Education
University of California, Santa Barbara
M.A., B.A.,, Communication Studies
Colin Devine's Capital Group Experience 2012 - 2014
Job Managing Director at Jefferies LLC
Industry Insurance
Experience
Jefferies LLC July 2014 - Present
C Devine & Associates March 2012 - July 2014
Capital Group 2012 - 2014
Smith Barney - Citigroup March 1997 - February 2012
Standard and Poors November 1994 - March 1997
Confederation Life June 1990 - August 1994
Skills
Investments, Portfolio Management, Financial Services, Asset Management, Equity Research, Risk Management, Financial Modeling, Valuation, Mutual Funds, Equities, Trading, Capital Markets, Finance, Life Insurance, Fixed Annuities, Series 7, Insurance, Asset Managment, Alternative Investments, Hedge Funds, Chartered Financial..., Strategy, Mergers & Acquisitions, Investment Advisory, Investment Strategies, Investment Management, Retirement, Series 63, Business Strategy, Investment Banking, Acquisitions, Strategic Planning, Asset Allocation, Analysis, CFA, Corporate Finance, Securities, Private Equity, Wealth Management, Enterprise Risk..., Certified Financial..., Accounting, Fixed Income, Financial Risk, Strategic Financial..., Financial Advisory, Corporate Development, Investor Relations, Strategic Investment, Mergers
Education
York University - Schulich School of Business 1982 — 1984
MBA, Finance
University of Guelph 1978 — 1982
BSc, Biology
Jefferies LLC July 2014 - Present
C Devine & Associates March 2012 - July 2014
Capital Group 2012 - 2014
Smith Barney - Citigroup March 1997 - February 2012
Standard and Poors November 1994 - March 1997
Confederation Life June 1990 - August 1994
Skills
Investments, Portfolio Management, Financial Services, Asset Management, Equity Research, Risk Management, Financial Modeling, Valuation, Mutual Funds, Equities, Trading, Capital Markets, Finance, Life Insurance, Fixed Annuities, Series 7, Insurance, Asset Managment, Alternative Investments, Hedge Funds, Chartered Financial..., Strategy, Mergers & Acquisitions, Investment Advisory, Investment Strategies, Investment Management, Retirement, Series 63, Business Strategy, Investment Banking, Acquisitions, Strategic Planning, Asset Allocation, Analysis, CFA, Corporate Finance, Securities, Private Equity, Wealth Management, Enterprise Risk..., Certified Financial..., Accounting, Fixed Income, Financial Risk, Strategic Financial..., Financial Advisory, Corporate Development, Investor Relations, Strategic Investment, Mergers
Education
York University - Schulich School of Business 1982 — 1984
MBA, Finance
University of Guelph 1978 — 1982
BSc, Biology
Wilkie Ma's Capital Group Experience April 2000 - May 2009
Job Lead Software Developer Risk Management
Industry Financial Services
Experience
PAAMCO June 2009 - Present
Capital Group April 2000 - May 2009
UCLA January 1997 - March 2000
Skills
SQL, Bloomberg, C#, Equities, Portfolio Management, Hedge Funds, Fixed Income, Project Management, Agile Methodologies, Asset Management
Education
University of Southern California - Marshall School of Business 2003 — 2006
MBA, Finance
University of California, Los Angeles 1996 — 2000
BS, Computer Science
PAAMCO June 2009 - Present
Capital Group April 2000 - May 2009
UCLA January 1997 - March 2000
Skills
SQL, Bloomberg, C#, Equities, Portfolio Management, Hedge Funds, Fixed Income, Project Management, Agile Methodologies, Asset Management
Education
University of Southern California - Marshall School of Business 2003 — 2006
MBA, Finance
University of California, Los Angeles 1996 — 2000
BS, Computer Science
Terry Chao's Capital Group Experience July 2006 - 2009
Job Professional IT Consultant
Industry Financial Services
Experience
Citigroup November 2009 - Present
Houghton Mifflin Harcourt September 2009 - November 2009
Capital Group July 2006 - 2009
Capital Group June 1994 - June 2006
Skills
Business Analysis, Software Project..., Requirements Gathering, Business Requirements, Integration, Vendor Management, Business Process..., SDLC, Corporate Actions, Tax, Visio, Back Office, Requirements Analysis, User Acceptance Testing, IT Strategy, Enterprise Architecture, Project Portfolio..., PMP, Data Modeling
Education
University of California, Santa Barbara 1990 — 1994
B.S., Computer Science
Citigroup November 2009 - Present
Houghton Mifflin Harcourt September 2009 - November 2009
Capital Group July 2006 - 2009
Capital Group June 1994 - June 2006
Skills
Business Analysis, Software Project..., Requirements Gathering, Business Requirements, Integration, Vendor Management, Business Process..., SDLC, Corporate Actions, Tax, Visio, Back Office, Requirements Analysis, User Acceptance Testing, IT Strategy, Enterprise Architecture, Project Portfolio..., PMP, Data Modeling
Education
University of California, Santa Barbara 1990 — 1994
B.S., Computer Science
Andrew Macey's Capital Group Experience September 2004 - Present
Job Sr. Technology Analyst (conapm > apm) at Capital Group
Industry Financial Services
Experience
Capital Group September 2004 - Present
Space Systems Loral 2001 - 2004
Concert Communications 2000 - 2001
Skills
Oracle, SDLC, Unix, Technical Writing
Education
University of Cape Town
Capital Group September 2004 - Present
Space Systems Loral 2001 - 2004
Concert Communications 2000 - 2001
Skills
Oracle, SDLC, Unix, Technical Writing
Education
University of Cape Town
Karlene Galvan's Capital Group Experience 2003 - 2006
Job Independent Online Media Professional
Industry Online Media
Experience
Global Shopper Network 2009 - Present
Solid Source Realty 2008 - Present
Metro Brokers/GMAC Real Estate 2005 - 2008
Capital Group 2003 - 2006
Purdue Pharma 1997 - 2003
Elizabeth Arden 1994 - 1997
Education
University of Connecticut 1994 — 1998
Associates
Global Shopper Network 2009 - Present
Solid Source Realty 2008 - Present
Metro Brokers/GMAC Real Estate 2005 - 2008
Capital Group 2003 - 2006
Purdue Pharma 1997 - 2003
Elizabeth Arden 1994 - 1997
Education
University of Connecticut 1994 — 1998
Associates
John An, PMP, CSM's Capital Group Experience November 2004 - Present
Job Information Security Delivery Manager
Industry Information Technology and Services
Experience
Capital Group November 2004 - Present
Skills
IT Management, Vendor Management, SDLC, Project Management, Business Analysis, Risk Management, Project Execution, Project Delivery, Agile Methodologies, Project Finance, Budgeting, Network Security, Budgets, Management, Stakeholder Management, Requirements Management, Resource Management, Managed Services, Business Strategy, Compliance, Integration, Disaster Recovery, Information Security, Collaboration Solutions
Education
University of California, San Diego
B.S., Management Science
Capital Group November 2004 - Present
Skills
IT Management, Vendor Management, SDLC, Project Management, Business Analysis, Risk Management, Project Execution, Project Delivery, Agile Methodologies, Project Finance, Budgeting, Network Security, Budgets, Management, Stakeholder Management, Requirements Management, Resource Management, Managed Services, Business Strategy, Compliance, Integration, Disaster Recovery, Information Security, Collaboration Solutions
Education
University of California, San Diego
B.S., Management Science
Don Kinsey's Capital Group Experience Business Development ConsultantInteractive Data1984 - 1993
Job Project Manager at Capital Group
Industry Investment Management
Experience
Capital Group Business Development ConsultantInteractive Data1984 - 1993
Wilshire Associates 1979 - 1984
Education
University of California, San Diego 1972 — 1977
B.A., Economics
Capital Group Business Development ConsultantInteractive Data1984 - 1993
Wilshire Associates 1979 - 1984
Education
University of California, San Diego 1972 — 1977
B.A., Economics
Scott Choate's Capital Group Experience March 1998 - Present
Job Senior Vice President
Industry Financial Services
Experience
Capital Group March 1998 - Present
entertainment, banking, healthcare, etc. firms September 1977 - February 1998
Skills
Project Management, Asset Managment, Risk Management, Asset Management, Vendor Management, Team Building, Strategy, Leadership, Change Management, Process Improvement, Strategic Planning, Facilities Management, Operations Management, Program Management, Business Process..., Management, Performance Management, Business Development
Education
University of Cincinnati 1973 — 1976
B.A., Political Science
Capital Group March 1998 - Present
entertainment, banking, healthcare, etc. firms September 1977 - February 1998
Skills
Project Management, Asset Managment, Risk Management, Asset Management, Vendor Management, Team Building, Strategy, Leadership, Change Management, Process Improvement, Strategic Planning, Facilities Management, Operations Management, Program Management, Business Process..., Management, Performance Management, Business Development
Education
University of Cincinnati 1973 — 1976
B.A., Political Science
Justin Hutchings's Capital Group Experience March 2005 - Present
Job Manager at Capital Group
Industry Investment Management
Experience
Capital Group March 2005 - Present
Skills
Capital Markets, Investment Management, Asset Managment, Management, Equities, Fixed Income, Foreign Exchange, Derivatives, Portfolio Management, Asset Management
Education
University of Canterbury 1996 — 1999
Bachelor of Science (B.Sc.), Economics
Capital Group March 2005 - Present
Skills
Capital Markets, Investment Management, Asset Managment, Management, Equities, Fixed Income, Foreign Exchange, Derivatives, Portfolio Management, Asset Management
Education
University of Canterbury 1996 — 1999
Bachelor of Science (B.Sc.), Economics
Troy Timko's Capital Group Experience June 2014 - Present
Job Business Intelligence Analyst at Capital Group
Industry Research
Experience
Capital Group June 2014 - Present
University of Miami January 2012 - April 2014
University of Florida 2008 - 2011
US Navy August 1993 - July 1999
Skills
R, Stata, SAS, Econometrics, Statistics
Education
University of Florida 2001 — 2011
Doctor of Philosophy (PhD), Applied Economics
Capital Group June 2014 - Present
University of Miami January 2012 - April 2014
University of Florida 2008 - 2011
US Navy August 1993 - July 1999
Skills
R, Stata, SAS, Econometrics, Statistics
Education
University of Florida 2001 — 2011
Doctor of Philosophy (PhD), Applied Economics
Kathleen McElhinney's Capital Group Experience 2001 - 2009
Job Metadata / Cataloging Librarian at The University of South Dakota
Industry Information Services
Experience
Earley & Associates October 2010 - January 2011
Capital Group 2001 - 2009
Northrop Grumman Corporation 1997 - 2001
Education
University of Southern California 1985 — 1990
M.A., Philosophy
University of California, Los Angeles
M.L.S., Library & Information Science
University of Southern California
B.S., Computer Science
Earley & Associates October 2010 - January 2011
Capital Group 2001 - 2009
Northrop Grumman Corporation 1997 - 2001
Education
University of Southern California 1985 — 1990
M.A., Philosophy
University of California, Los Angeles
M.L.S., Library & Information Science
University of Southern California
B.S., Computer Science
Sally Labertew's Capital Group Experience October 2005 - June 2015
Job Financial Services Professoonal
Industry Investment Management
Experience
Charles Schwab July 2015 - Present
Capital Group October 2005 - June 2015
EDS Group 1986 - 1997
Skills
Customer Service, Account Management, Training Facilitation, User Acceptance Testing, Customer Relations, Project Management, Asset Management, Business Analysis, Equities, Financial Services, Fixed Income, Investments, Leadership, Management, Microsoft Office, Mutual Funds, Portfolio Management, Process Improvement, Public Speaking, Sales, Team Building, Vendor Management, Risk Management
Education
University of Colorado Boulder 1976 — 1980
Business
Charles Schwab July 2015 - Present
Capital Group October 2005 - June 2015
EDS Group 1986 - 1997
Skills
Customer Service, Account Management, Training Facilitation, User Acceptance Testing, Customer Relations, Project Management, Asset Management, Business Analysis, Equities, Financial Services, Fixed Income, Investments, Leadership, Management, Microsoft Office, Mutual Funds, Portfolio Management, Process Improvement, Public Speaking, Sales, Team Building, Vendor Management, Risk Management
Education
University of Colorado Boulder 1976 — 1980
Business
Brenda Anguiano's Capital Group Experience February 2014 - Present
Job Results Analyst at Capital Group
Industry Financial Services
Experience
Capital Group February 2014 - Present
Capital Group May 2012 - January 2014
Hewitt EnnisKnupp May 2010 - April 2012
Towers Watson April 2007 - May 2010
Liberty Mutual Insurance October 2004 - April 2007
University of California, Riverside 2002 - October 2004
FMS 1999 - 1999
Skills
Analysis, Client Service, Investments, Portfolio Management, Leadership, Financial Services
Education
University of California, Riverside
BS, Focus on Management, Minor in Spanish
Capital Group February 2014 - Present
Capital Group May 2012 - January 2014
Hewitt EnnisKnupp May 2010 - April 2012
Towers Watson April 2007 - May 2010
Liberty Mutual Insurance October 2004 - April 2007
University of California, Riverside 2002 - October 2004
FMS 1999 - 1999
Skills
Analysis, Client Service, Investments, Portfolio Management, Leadership, Financial Services
Education
University of California, Riverside
BS, Focus on Management, Minor in Spanish
Sandra Chuon's Capital Group Experience December 2006 - Present
Job AVP and Manager Tax & Treasury Operations at Capital Group
Industry Investment Management
Experience
Capital Group December 2006 - Present
Education
University of California, Riverside
B.S., Business Administration
Capital Group December 2006 - Present
Education
University of California, Riverside
B.S., Business Administration
Stephen Miter's Capital Group Experience June 2011 - September 2011
Job Business & Technology Consultant at Cisco
Industry Information Technology and Services
Experience
Cisco Consulting Services December 2013 - Present
Cisco IT July 2012 - December 2013
Capital Group June 2011 - September 2011
UBS June 2010 - September 2010
Skills
Finance, Analysis, Data Analysis, Microsoft Excel, Project Management, Time Management, Financial Markets, Budgets, Business Process..., Process Improvement, Financial Analysis, Cloud Computing, Microsoft Office, Vendor Management, TCO, IaaS, PaaS, SaaS, Offshore Management, Consulting, Business Case Design, IT Operations, Business Operations, Budget Management, Program Management, Internet of Things, Technology Management, Technology Research, Investment Research, ROI, Leadership, Strategy, PowerPoint, Data Center, Cisco Technologies
Education
University of California, Santa Barbara
Economics, Accounting, Technology Management Program
Cisco Consulting Services December 2013 - Present
Cisco IT July 2012 - December 2013
Capital Group June 2011 - September 2011
UBS June 2010 - September 2010
Skills
Finance, Analysis, Data Analysis, Microsoft Excel, Project Management, Time Management, Financial Markets, Budgets, Business Process..., Process Improvement, Financial Analysis, Cloud Computing, Microsoft Office, Vendor Management, TCO, IaaS, PaaS, SaaS, Offshore Management, Consulting, Business Case Design, IT Operations, Business Operations, Budget Management, Program Management, Internet of Things, Technology Management, Technology Research, Investment Research, ROI, Leadership, Strategy, PowerPoint, Data Center, Cisco Technologies
Education
University of California, Santa Barbara
Economics, Accounting, Technology Management Program
Fidel Collins's Capital Group Experience 1992 - Present
Job Sr. Manager Investment Control at Capital Group
Industry Investment Management
Experience
Capital Group 1992 - Present
Skills
Equities, Fixed Income, Portfolio Management, Asset Management, Mutual Funds
Education
UCSB
Business-Economics
Capital Group 1992 - Present
Skills
Equities, Fixed Income, Portfolio Management, Asset Management, Mutual Funds
Education
UCSB
Business-Economics
Adam Eisen's Capital Group Experience September 2001 - September 2003
Job Executive at Creative Artists Agency
Industry Entertainment
Experience
Creative Artists Agency November 2009 - Present
Colony Capital September 2003 - October 2009
Capital Group September 2001 - September 2003
ARTHUR ANDERSEN (Official) September 1998 - June 2001
Skills
Accounting, Auditing, Budgets, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Mergers, Private Equity, Valuation
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA, Finance
University of Delaware 1994 — 1998
Bachelor of Science (B.S.)
Creative Artists Agency November 2009 - Present
Colony Capital September 2003 - October 2009
Capital Group September 2001 - September 2003
ARTHUR ANDERSEN (Official) September 1998 - June 2001
Skills
Accounting, Auditing, Budgets, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Mergers, Private Equity, Valuation
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA, Finance
University of Delaware 1994 — 1998
Bachelor of Science (B.S.)
Chris Allers's Capital Group Experience July 2005 - Present
Job Financial Analyst at Capital Group
Industry Investment Management
Experience
Capital Group July 2005 - Present
Skills
General Ledger, Financial Statements, Financial Modeling, GAAP, Project Management, Analysis, Financial Reporting, Accounting, Corporate Finance, Finance, Variance Analysis, Microsoft Office, Financial Accounting, Strategic Financial..., Internal Controls, Microsoft Excel, Auditing, Forecasting, SAP BW, Business Process..., Strategic Planning, Financial Analysis, Business Analysis, Budgets, Account Reconciliation, Process Improvement, Financial Forecasting
Education
University of Central Missouri
Bachelor of Business Administration (BBA), Accounting and Finance
Capital Group July 2005 - Present
Skills
General Ledger, Financial Statements, Financial Modeling, GAAP, Project Management, Analysis, Financial Reporting, Accounting, Corporate Finance, Finance, Variance Analysis, Microsoft Office, Financial Accounting, Strategic Financial..., Internal Controls, Microsoft Excel, Auditing, Forecasting, SAP BW, Business Process..., Strategic Planning, Financial Analysis, Business Analysis, Budgets, Account Reconciliation, Process Improvement, Financial Forecasting
Education
University of Central Missouri
Bachelor of Business Administration (BBA), Accounting and Finance
Lisa Trama, CPA's Capital Group Experience November 2011 - August 2013
Job Manager at C&D llp
Industry Accounting
Experience
C&D llp January 2015 - Present
C&D llp August 2013 - December 2014
Capital Group November 2011 - August 2013
Deloitte September 2009 - November 2011
UC Santa Barbara September 2005 - June 2009
UC Santa Barbara May 2008 - August 2008
County of Santa Barbara May 2008 - August 2008
Skills
SEC filings, Auditing, Internal Controls, GAAP, Financial Reporting, Written Communication
Education
University of California, Santa Barbara 2005 — 2009
Business Economics (Accounting Emphasis), Professional Writing for Business Communications
C&D llp January 2015 - Present
C&D llp August 2013 - December 2014
Capital Group November 2011 - August 2013
Deloitte September 2009 - November 2011
UC Santa Barbara September 2005 - June 2009
UC Santa Barbara May 2008 - August 2008
County of Santa Barbara May 2008 - August 2008
Skills
SEC filings, Auditing, Internal Controls, GAAP, Financial Reporting, Written Communication
Education
University of California, Santa Barbara 2005 — 2009
Business Economics (Accounting Emphasis), Professional Writing for Business Communications
Michelle Suk's Capital Group Experience September 2015 - Present
Job Senior Associate at Capital Group
Industry Accounting
Experience
Capital Group September 2015 - Present
Capital Group December 2014 - September 2015
Capital Group May 2014 - August 2014
Ostrow School of Dentistry of USC, Office of Development and Alumni Relations September 2012 - May 2014
Elite Educational Institute May 2013 - August 2013
UCSD School of Medicine: VCHS Dean’s Office November 2010 - June 2012
Education
University of Southern California 2012 — 2014
Bachelor of Science (B.S.), Business Administration
University of California, San Diego 2010 — 2012
Management Science
Chino Hills High School 2006 — 2010
Capital Group September 2015 - Present
Capital Group December 2014 - September 2015
Capital Group May 2014 - August 2014
Ostrow School of Dentistry of USC, Office of Development and Alumni Relations September 2012 - May 2014
Elite Educational Institute May 2013 - August 2013
UCSD School of Medicine: VCHS Dean’s Office November 2010 - June 2012
Education
University of Southern California 2012 — 2014
Bachelor of Science (B.S.), Business Administration
University of California, San Diego 2010 — 2012
Management Science
Chino Hills High School 2006 — 2010
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.