Capital Group
Industry: Financial services company
DescriptionCapital Group is an American financial services company. It ranks among the world’s oldest and largest investment management organizations, with $1.87 trillion in assets under management. Assets under management: 1.87 trillion USD (September 2018) Headquarters: Los Angeles, California, United States Founder: Jonathan Bell Lovelace Founded: 1931 Number of employees: 7,500 (June 30, 2017) Subsidiaries: American Funds,
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Capital Group Employees
Capital Group July 2012 - Present
YMCA November 2012 - Present
24 Hour Fitness April 2015 - Present
LA Fitness March 2012 - May 2013
Lockton Companies February 2012 - July 2012
24 Hour Fitness September 2011 - February 2012
CSU Channel Islands June 2010 - May 2011
California State Student Association June 2010 - May 2011
CSU Channel Islands August 2009 - May 2010
CSU Channel Islands April 2009 - July 2009
Skills
Creative Problem Solving, Building Strong Teams, Team Management, Budget Development, Program Evaluation, Event Planning, Conference Coordination, Presentation Development, Volunteer Coordination, Meeting Planning, Attention To Detail, Higher Education Policy, Legislative Advocacy, Membership Sales, Personal Training, Group Exercise, Microsoft Office, Volunteer Management, Fundraising, Higher Education, Marketing, Program Development, Program Management, Customer Service, Budgets, Policy, Community Outreach, Social Networking, Teamwork, Sales, Nonprofits, Event Management, Facebook, Public Speaking, Social Media, Teaching, High Performance Teams, Organizational...
Education
California Lutheran University 2014 — 2015
Master’s Degree, Public Policy and Administration
California State University-Channel Islands 2007 — 2011
B.S., Business, Communication
American Fitness and Nutrition Academy 2011 — 2011
Fitness and Nutrition
Gabrielino High School 2003 — 2007
High School Diploma
Capital Group December 2014 - Present
Capital Group May 2012 - December 2014
Hip Wah 501 (c)(3) December 2012 - October 2014
The Ritz-Carlton Hotel Company, LLC January 2011 - April 2012
The Ritz-Carlton Hotel Company, LLC June 2010 - January 2011
Capital Group June 2008 - September 2008
Skills
Hotel Management, Restaurant Management, Facilities Management, Employee Engagement, Project Management, Talent Management, Meeting Planning, Employee Relations, Leadership
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.Sc.), Hospitality Management, Magna Cum Laude
Capital Group August 2014 - Present
Eagle Investment Systems March 2013 - August 2014
Brown Brothers Harriman December 2011 - March 2013
Brown Brothers Harriman June 2010 - December 2011
Brown Brothers Harriman June 2008 - June 2010
Skills
Financial Analysis, Derivatives, Fund Accounting, Risk Management, Microsoft Excel, Financial Services, Bloomberg, Fixed Income, Securities, Analysis, Eagle PACE, Eagle STAR, Access, Excel, Word, Data Analysis, Microsoft Office, Client Service, Problem Solving, Business Analysis, Project Management, Mutual Funds, Leadership, Management, Investments, Swaps, Valuation, Relationship Management, FX Options, Accounting, Equities, Corporate Actions, Account Reconciliation, Alternative Investments
Education
Bryant University 2004 — 2008
Bachelor of Science, Business Administration; Finance
Capital Group June 2013 - Present
Capital Group May 2006 - June 2013
Skills
Project Management, Business Analysis, Issue Resolution, Personnel Management, Investments, Customer Service, Process Improvement, Visio, Analysis, Requirements Gathering, Business Process, SharePoint, Financial Services, Business Requirements, Requirements Analysis, User Acceptance Testing, Agile Methodologies
Education
California State Polytechnic University-Pomona 2003 — 2006
Bachelor of Arts (BA), English/Language Arts Teacher Education
Advisys Director of DevelopmentAdvisysSeptember 2010 - September 2014
McNeese & Associates October 2006 - September 2010
Capital Group September 1992 - September 2006
Skills
Project Management, Technical Architecture, Disaster Recovery, Vendor Management, Business Continuity, Negotiation, Web Hosting, Brand Management, Infrastructure, Architecture, System Administration, Quality Assurance, Web Applications, Integration, IT Strategy, SDLC, Agile Methodologies, Enterprise Architecture, IT Management, Requirements Analysis, SharePoint, Architectures
Education
California State Polytechnic University-Pomona 1989 — 1992
Bachelors, Computer Science
Capital Group June 2015 - Present
Capital Group July 2014 - June 2015
Capital Group June 2013 - September 2013
Affordable Quality Lighting June 2012 - June 2013
Affordable Quality Lighting January 2009 - June 2012
Affordable Quality Lighting January 2007 - June 2009
Skills
Charles River IMS, Microsoft Excel, Microsoft Office, Customer Service, Data Analysis, Team Leadership, PowerPoint, Microsoft Word, Inventory Management, Project Management, Cross-functional Team..., Product Development, Process Improvement, Raptor, Bloomberg, Microsoft Outlook, Teamwork, Focused Execution, Management, Investments
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Harvard Extension School 2013 — 2013
Business/Managerial Economics
Capital Group January 2014 - Present
DreamWorks Animation February 2013 - January 2014
Charles Pankow Builders January 2012 - January 2013
C.W. Driver July 2009 - January 2012
Skills
Value Engineering, CPM Scheduling, Customer Service, Change Orders, Management, Suretrack, Primavera P6, Construction Management, Pre-construction, Leadership, Project Estimation, Construction, Subcontracting
Education
Brigham Young University 2006 — 2009
BS, Construction Management
Valley Family Center April 2015 - Present
Valley Family Center July 2015 - Present
Amoret Kaufman Counseling October 2014 - Present
CLU Community Counseling Services August 2013 - August 2014
Capital Group June 2009 - August 2011
Capital Guardian Trust Company August 2007 - June 2009
Capital Group October 1997 - May 2007
Skills
Event Planning, Project Management, Marketing Strategy, Marketing, Social Media, Marketing Communications, Event Management, Social Media Marketing, Non-profits, Public Relations, Customer Service, Newsletters, Public Speaking, Strategic Planning, Research, Editing, Training, Social Networking, Time Management, Leadership Development, Outlook, Coaching, Nonprofits, Psychotherapy, Adolescents, Life Transitions, Mental Health Counseling, Psychology, Family Therapy, Community Outreach
Education
California Lutheran University 2012 — 2014
Master of Science (M.S.), Counseling Psychology
University of California, Santa Barbara 1989 — 1992
BA, Psychology
Pasadena City College 1987 — 1989
Crescenta Valley High School 1983 — 1987
AlphaDraft.com July 2015 - Present
Bit Mass, LLC November 2014 - August 2015
Independent Consultant December 2012 - August 2015
Counter Logic Gaming November 2011 - December 2012
EMAS Pro December 2009 - January 2012
EMAS Pro October 2009 - January 2010
TechXpress December 2008 - August 2009
TechXpress September 2008 - December 2008
Capital Group August 2007 - September 2008
Cal Poly State University May 2006 - December 2006
Skills
Leadership, Project Management, Online Marketing, Management, Analytics, Business Analysis, Market Research, Product Development, Marketing, Online Gaming, Business Strategy, Social Networking, SaaS, Team Leadership, Start-ups, Software Project..., Gaming Industry, Strategy, Contract Negotiation, New Business Development, Marketing Strategy, Web Project Management, Web Marketing, Internet Media, Game Design, Social Media Marketing, Business Development, Online Advertising, Microsoft Office
Education
San Diego State University-California State University 2009 — 2011
MBA, Masters of Business Administration
California Polytechnic State University-San Luis Obispo 2005 — 2007
Bachelors of Business Administration, Information Systems
20th Century Fox 2015 - Present
A Little Lavender, Inc. April 2014 - Present
Capital Group April 2012 - July 2014
Capital Group May 2011 - April 2012
Function Drinks May 2008 - July 2010
California Polytechnic State University September 2009 - December 2009
Skills
Social Media, Social Media Marketing, Microsoft Office, Marketing, Photoshop, Market Research, Email Marketing, InDesign, Product Marketing, Oral & Written..., SPSS, Blogging
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), International Marketing
California Polytechnic State University-San Luis Obispo 2005 — 2009
BS, Marketing Concentration, Psychology Minor
Terra Linda High School 2001 — 2005
Capital Group January 2014 - Present
Deloitte July 2012 - December 2013
Chrysler June 2011 - September 2011
Skills
Financial Analysis, Equity Valuation, Data Analysis, Microsoft Excel, SQL Server Management..., Financial Operations, Team Leadership, Project Management, Recruiting, Access, Customer Service, Social Networking, Public Speaking, Microsoft Office, Tableau, Marketing, Leadership, Bid Pricing, Pricing, Teamwork, Time Management, Social Media Marketing, Bloomberg, Social Media, PowerPoint, Research, Competitive Analysis, Budgets, Microsoft Word, Telekurs, Reuters 3000, Outlook, Event Planning, Sales, Crowdsourcing, Minitab, Salesforce.com, Facebook, Analytics
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Economics
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Business Marketing
Capital Group November 2014 - Present
Capital Group March 2014 - November 2014
Capital Group April 2011 - March 2014
Capital Group June 2010 - April 2011
Education
California State Polytechnic University-Pomona
Computer Information Systems and Computer Science
Santa Monica College
Associate of Science (A.S.), Computer Information Systems
Mercato Partners September 2014 - Present
Mercato Partners September 2013 - Present
Capital Group April 2011 - September 2013
Pacific Life November 2008 - August 2011
Grant Thornton August 2006 - November 2008
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Due Diligence, Investments, Accounting, IFRS, Business Valuation, Valuation, Internal Controls, Risk Management, Auditing
Education
University of Southern California 2010 — 2011
Graduate Certificate in Financial Analysis and Valuation
Idaho State University 2005 — 2006
MBA, Emphasis in Accounting
Brigham Young University - Idaho 2002 — 2005
Bachelor of Science (BS), Accounting
Cuttwood, LLC August 2015 - Present
Fuel Freedom Foundation February 2014 - July 2015
Independent Consultant November 2008 - February 2014
Capital Group June 2003 - June 2005
Capital Group June 1998 - June 2003
Capital Group June 1996 - June 1998
Arthur Andersen, LLC June 1991 - June 1996
Skills
QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, SAP, Nonprofits, Forecasting, Accounting, Financial Analysis, Management, Budgets, Financial Reporting, Business Planning, Analysis, Training, Payroll, Start-ups, Auditing, Leadership, Finance
Education
California State Polytechnic University-Pomona 1987 — 1991
BS, Accounting
Goldman Sachs January 2014 - Present
PEG Development September 2013 - January 2014
Capital Group June 2013 - August 2013
Downtown Business Alliance of Provo January 2012 - May 2013
Skills
Marketing Strategy, Marketing Communications, Market Research, Microsoft Office, Marketing, Online Marketing, Email Marketing, Public Relations, Brand Management, Financial Modeling, Financial Analysis, Commercial Real Estate..., Public Speaking
Education
Brigham Young University 2007 — 2013
Bachelor of Science (BS), Finance
My Home July 2008 - Present
Capital Group 1998 - 2008
Valued Publications 1987 - 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking, Publishing
Education
Cabrillo College 1967 — 1969
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Capital Group Companies 2012 - 2014
Toshiba America Medical Systems April 2012 - September 2012
Capital Group November 2010 - December 2011
Masimo Corp February 2005 - December 2010
Edwards Life Sciences October 2003 - February 2005
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2001
MBA
California State Polytechnic University-Pomona 1990 — 1994
BS, Business Administration
Capital Group September 2014 - Present
Johns Hopkins University, Center for Talented Youth June 2014 - Present
Johns Hopkins University, Center for Talented Youth May 2011 - August 2013
Wesleyan University September 2011 - May 2013
Wesleyan University September 2011 - 2013
Wesleyan University September 2011 - May 2012
Ascend Tutoring September 2010 - May 2011
Environment California June 2010 - September 2010
Skills
Teaching, Research, Data Analysis, Tutoring, Physics, Statistics, Microsoft Office, Higher Education, Leadership, Mathematics, Spanish, University Teaching, Qualitative Research, PowerPoint, Stata, Calculus, Mathematica, Critical Thinking, R, Analysis, Quantitative Research, LaTeX, Nonprofits, Probability Theory, Tableau
Education
Wesleyan University 2013 — 2014
Master of Arts (M.A.), Mathematics, 4.0/4.0
Wesleyan University 2010 — 2013
Bachelor of Arts (B.A.), Mathematics (Honors), Physics, 3.89/4.00
California Polytechnic State University-San Luis Obispo 2009 — 2010
Bachelor of Science (B.S.), Physics
CLEAResult October 2014 - Present
PECI May 2013 - October 2014
Kareo December 2011 - May 2013
Capital Group January 2010 - December 2011
Capital Group Companies August 2007 - January 2010
BYU OIT Enterprise Project Management February 2006 - August 2007
LDS Missionary Training Center July 2003 - December 2005
Intel Corporation May 2005 - August 2005
Intel Corporation May 2004 - August 2004
Skills
Agile, Requirements Analysis, Agile Project Management, Systems Analysis, Scrum, Testing, Process Improvement, Agile Methodologies, Certified Scrum Master..., Software Development, SharePoint, Project Management, Management, Enterprise Software, Software Project..., Strategy, SDLC, Business Analysis, Microsoft Office, Leadership, Program Management, Analysis, Web Services
Education
Brigham Young University 1999 — 2007
Masters Information Systems Management, Information Systems
Sony Pictures Entertainment May 2015 - Present
Broadcom January 2015 - April 2015
Hyundai March 2014 - December 2014
Randstad Technologies US August 2012 - February 2014
Edwards Lifesciences May 2012 - August 2012
Farmers Insurance December 2007 - September 2011
Toyota Motor Sales May 2007 - November 2007
Capital Group November 2006 - January 2007
Pacific Life Insurance August 2006 - November 2006
Ameriquest Mortgage May 2004 - July 2006
Skills
ITIL, Security Engineering, Program Management, PMO, Vendor Management, RCDD, PMP, Project Management, Management, Networking, IT Strategy, Integration, Data Center, Team Building, Leadership, Security, Project Planning, Strategy, Disaster Recovery, Visio, IT Management, Team Leadership, Infrastructure, Process Improvement, Active Directory, SDLC, Business Intelligence, Enterprise Software, VoIP, Network Security, Change Management, Firewalls, Network Design, SharePoint, System Administration, Cloud Computing, Information Technology, VMware, Network Architecture, Network Engineering, IT Service Management, Enterprise Architecture, Business Analysis, Virtualization, Telecommunications, Troubleshooting, Servers, Cisco Technologies, VPN, Switches
Education
Brooks Institute of Photography 1994 — 1996
MS, Digital Imaging
Northeastern University 1989 — 1994
BA, International Business/General Art
St. John's High School 1985 — 1989
HS, General Education
Accenture January 2010 - Present
Informatica February 2007 - February 2009
CGI January 2006 - February 2007
Capital Group July 2004 - August 2005
Skills
Data Integration, Informatica, PowerCenter, ETL, Mainframe, Teradata Data Warehouse, Perforce, Microsoft SQL Server, Unix Shell Scripting, Perl Script, JMS, Oracle, Sybase, Quality Assurance, Quality Center, Capital Markets, Data Conversion, Data Warehousing, PowerExchange, Unix, HP Quality Center, Shell Scripting
Education
Cal Poly Pomona 2001 — 2005
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Oaktree Capital Management April 2013 - Present
Capital Group October 2009 - November 2012
Capital Group February 2006 - September 2009
Capital Group March 2002 - February 2006
Capital Group March 2001 - February 2002
Capital Group May 1998 - February 2001
Capital Group May 1997 - April 1998
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Business Objects, Bloomberg, ADP Payroll, Telekurs, Equity Valuation, Reuters
Education
Pepperdine University, Graziadio School of Business
MBA, Finance
California State Polytechnic University-Pomona
BS, Accounting
Deloitte & Touche Tax Technologies November 2010 - Present
DIRECTV July 2010 - November 2010
Second Image, Inc. December 2009 - July 2010
Capital Group February 2006 - July 2009
Cal Poly Pomona 2005 - 2006
HealthCare Partners 1999 - 2000
Skills
Quality Assurance, SDLC, Requirements Analysis, Business Requirements, SQL, SQL Server, Microsoft SQL Server, Analysis, Business Process, Oracle, Visio, Business Analysis, Process Improvement, Requirements Gathering, Software Development, Project Management, Software Documentation, Disaster Recovery, IT Strategy, Testing, Access, Information Technology, Program Management, Management, Software Project..., SharePoint, Vendor Management, Business Intelligence, Agile Methodologies, Integration, Databases, Systems Analysis, Enterprise Architecture, Agile Project Management
Education
California State Polytechnic University-Pomona 2002 — 2005
Bachelor's degree, Business Administration/Computer Information Systems
Rio Hondo College
Associate of Arts (A.A.)
Trust Automation April 2012 - Present
CONWAY FAMILY WINES (Rancho Arroyo Grande & Deep Sea) June 2010 - April 2012
Capital Group October 2008 - May 2010
PricewaterhouseCoopers September 2006 - October 2008
Skills
Accounting, Public Speaking, Time Management, US GAAP, Internal Audit, Revenue Recognition, Financial Analysis, Sarbanes-Oxley Act, CPA, Financial Accounting, Internal Controls
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration; Public Accounting
University of San Diego
Brandes Investment Partners August 2014 - Present
MicroBusiness Mentors January 2012 - December 2013
Capital Group June 2013 - August 2013
IndustryPro January 2013 - May 2013
Beneficial Financial Group January 2012 - April 2012
Brigham Young University September 2011 - December 2011
The Church of Jesus Christ of Latter-day Saints August 2009 - August 2011
Skills
Spanish, Microsoft Excel, PowerPoint, Finance, Business Planning, Management, Investments, Leadership
Education
Brigham Young University 2008 — 2014
Master of Accounting
Capital Group August 2014 - Present
Irvine Montessori April 2014 - Present
Pacific Elite Collision Centers April 2012 - April 2014
Co-Op Financial Services March 2011 - March 2012
Skills
Marketing, Public Speaking, Corporate Communications, Outstanding..., Fundraising, Event Planning, Customer Service, Project Coordination, Social Media Marketing, Campaigns, Bilingual-English/Spanis..., Employee Training, Call Centers, Fraud Detection, Nonprofits, Customer Satisfaction, Customer Engagement, Team Building, Video Production, Web Design, Print Design
Education
California Baptist University 2008 — 2010
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Chaffey College
Nickelodeon May 2014 - Present
Capital Group April 2013 - February 2014
Cheezburger, Inc. May 2008 - March 2013
Volt Technical Resources May 2007 - May 2008
Skills
Web Content Management, Content Writing, InDesign, Microsoft Office, Layout, SharePoint, Photoshop, CMS, Adobe Fireworks, Google Analytics, WordPress, Copy Editing, SEO, HTML, Metadata, AP Style, Outlook, Digital Media, Integrated Marketing
Education
Buena Vista University
Bachelor of Arts (BA), History, minor in English with emphasis in Creative Writing
Buena Vista University
Google September 2013 - Present
DayNine Consulting, Inc. June 2012 - August 2013
CGI September 2008 - May 2012
Capital Group June 2007 - September 2007
Cal Poly Pomona January 2007 - June 2007
Skills
SaaS, Workday, global HCM, Full SDLC, Payroll Software, Software Project..., Requirements Gathering, Systems Analysis, System Design, Project Implementation, Production Support, Microsoft Office, Data Analysis, SQL, Client Relationship..., Rational Rose, UML, Status Reporting, Technology Pre-Sales, ERP, Cross-functional Team..., Human Resources, Requirements Analysis, Payroll, Leadership, Management, Program Management, CRM, Databases, Testing, Google Maps, User Acceptance Testing, Change Management, Project Planning, Business Analysis
Education
California State Polytechnic University-Pomona 2003 — 2008
BS in Business Administration: Computer Information Systems, Business Systems Analysis
Capital Group February 1997 - Present
Skills
IT Management, ITIL, Vendor Management, IT Service Management, Project Portfolio..., IT Strategy, Disaster Recovery, SDLC, Data Integration, IT Operations, Integration, Business Analysis, Desktop Computers, Servers, Incident Management, Risk Management, Governance, Enterprise Architecture, Requirements Analysis, Waterfall, Service Desk, Process Improvement, Agile Methodologies, Process Engineering, PMP, Technology Management, Release Management, Business Continuity, Information Technology, PMO, Data Center, Project Delivery, SharePoint, Business Intelligence, Visio, Business Process, Infrastructure, Business Process..., Software Project..., Requirements Gathering, Service Delivery
Education
California State Polytechnic University-Pomona
B.S., Computer Information Systems
POSSIBLE 2015 - 2015
Capital Group 2015 - 2015
athenahealth July 2013 - September 2014
Fidelity Investments November 2011 - June 2013
WGBH 2010 - September 2011
Visual io 2007 - December 2009
EMC August 2004 - January 2007
Skills
User Interface Design, Data Visualization, Information Architecture, User Experience, Information Design, Graphic Design, Visual Design, User-centered Design, Screen Printing, Content Management, Usability Testing, User Interface, Scrum, User Experience Design, Usability, Wireframes, Flash, Interaction Design, HTML 5, User Scenarios, Web Analytics
Education
Rhode Island School of Design 2005 — 2007
Master of Fine Arts (MFA), Digital Communication and Media/Multimedia
Massachusetts College of Art and Design 2000 — 2004
BFA in Graphic Design, GRAPHIC DESIGN
Brown University 2006 — 2007
Collegiate Teaching Certificate., ART & DESIGN
Presbyterian Boys Secondary School (PRESEC), Accra, Ghana
High School
Capital Group February 2015 - Present
Capital Group September 2014 - February 2015
Capital Group August 2013 - September 2014
Chico's FAS Inc. June 2010 - May 2013
Skills
Qualified Retirement..., Customer Service, Facilitation, Training, Microsoft Office, Microsoft Excel, Salesforce.com, Time Management, Adobe Creative Suite, Sales Management, Visual Merchandising
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (B.S.), Graphic Communication
Capital Group August 2003 - November 2009
Capital Group February 1994 - July 2001
Skills
Middle Office, Trading, Equities, Capital Markets, Bloomberg, Securities
Education
Cal Poly Pomona 1989 — 1993
BS
USAA October 2012 - Present
Capital Group March 2001 - October 2012
Southern California Edison May 1999 - March 2001
City of Corona June 1996 - May 1999
City of Brea 1985 - June 1996
Skills
IT Management, Vendor Management, Data Center, Business Analysis, SDLC, IT Operations, IT Strategy, Program Management, Change Management, Project Management, Business Continuity, Process Improvement, Security
Education
The University of Texas at San Antonio 2006 — 2009
MBA, Business, Infrastructure Assurance
California State Polytechnic University-Pomona 1995 — 1999
BS, Business, Computer Information Systems
Women Unlimited, Inc. 2013 — 2014
LEAD (Leadership Education and Development) Program
PwC July 2014 - Present
PricewaterhouseCoopers July 2012 - June 2014
PwC July 2011 - June 2012
PwC August 2010 - June 2011
PwC June 2009 - August 2009
Capital Group May 2008 - August 2008
Skills
SQL, Visio, Data Analysis, Litigation Support, Analysis, Access, VBA, Forensic Analysis, Microsoft Excel, Business Analysis, Project Management, Business Intelligence
Education
Brigham Young University 2003 — 2010
Master's, Information Systems Management
Brigham Young University 2003 — 2010
Bachelor of Science (B.S.), Information Systems
Capital Group June 2011 - Present
Capital Group Companies - American Funds 2004 - 2011
Skills
Mutual Funds, Investment Management, Equities, Series 63, Series 6, Series 65, Series 82, Fixed Income, Investment Strategies, Asset Management, FINRA Series 82, Separately Managed..., Financial Services
Education
California State University-San Bernardino - College of Business and Public Administration 2000 — 2003
Business Administration, Management
California Baptist University 1998 — 2000
The Billfish Foundation August 2012 - Present
Pompano Beach CRA December 2013 - Present
ØThe Gentry Agency February 2011 - April 2011
Super Bowl 2011 January 2011 - February 2011
ØThe Mayors Passport to Health December 2010 - December 2010
Perez & Associates Film Productions September 2008 - January 2010
Financial Relations Board December 2007 - February 2008
Capital Group March 2007 - August 2007
Universal Services of America June 2007 - July 2007
Kaplan February 2007 - May 2007
Skills
Event Planning, Event Management, Training, Fundraising, Leadership, Time Management, Outlook, Management, Data Entry, Press Releases, Employee Training, Process Scheduler, Catering, Spreadsheets, Customer Satisfaction, Program Management, Process Improvement, Culinary Skills, Research, SAP, Sales
Education
Broward Community College 2012 — 2014
AA Business, Business, Management, Marketing, and Related Support Services
Richland Community College 2009 — 2011
Associates, Travel, Events, Meeting Management
Le Cordon Bleu 1993 — 1993
Culinary Arts, Culinary Arts
Ft.Lauderdale Art Institute 1991 — 1992
Culinary Arts, Food Photography
Union Bank September 2014 - March 2015
Toyota Financial Services May 2010 - September 2014
Union Bank February 2013 - May 2013
Andrews Electronics February 2009 - January 2010
Decurion Corporation April 2008 - November 2008
Point 360 November 2006 - November 2007
Capital Group October 2000 - July 2006
Capital Group Companies, Inc 2000 - 2006
Western Gear Federal Credit Union September 1987 - September 2004
Capital Group Companies (consulting through Solugenix Corporation) November 2000 - March 2001
Skills
Business Process Design, SDLC, Business Intelligence, Program Management, Data Warehousing, MS Project, Change Management, ERP, Business Process, Systems Analysis, Business Analysis, SQL, Requirements Analysis, Data Modeling, Enterprise Architecture, Software Development, Process Improvement, Visio, Software Project..., Agile Methodologies, Oracle, Software Documentation, Leadership, Analysis, Databases, Quality Assurance, ETL, Integration, Project Management, PL/SQL, Strategy, Unix, Enterprise Software, Data Analysis
Education
West Coast University 1988 — 1991
BSME, Hybrid Systems Design
California State Polytechnic University-Pomona 1980 — 1982
None, Mechanical Engineering
Harvey Mudd College 1978 — 1979
None, Engineering
Rio Hondo Junior College 1977 — 1978
AA, Engineering / Materials
IBM August 2013 - Present
Farmers Insurance May 2012 - August 2013
MullinTBG June 2010 - May 2012
Capital Group February 2007 - June 2010
Orange County's Credit Union January 2006 - February 2007
Arrowhead Credit Union January 2003 - January 2006
Skills
Branch Management, Auditing, Forecasting, Budgeting, Quantitative Analysis, Qualitative Research, Account Management, Banking, Consumer Lending, Mutual Funds, Operations, Investments, Selling, Product Marketing, New Business Development, Group Presentations, Retirement Plans, Retirement Services, Compliance Audits, Plan Implementation, Client Services, Customer Service, Training & Development, Excel, Word, PowerPoint, Outlook, Lotus Notes, Symitar, System Testing, Data Analysis, Computer Program, SAS, SAS programming, Pricing Analysis, Pricing, Microsoft Excel, Financial Services, Management, Budgets, Retirement, Life Insurance, Business Development, Finance
Education
California State University-Long Beach 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General, 3.8
California State Polytechnic University-Pomona 2001 — 2006
Bachelor of Science (B.S.), Business Administration; Management and Human Resources
Capital Group February 2013 - August 2014
Bold Concepts, Inc. June 2007 - October 2012
NACIREMA Clothing Store January 2007 - December 2008
Fast Auto/Payday Loans December 2006 - April 2007
Tidewater Tech Online April 2005 - June 2006
Skills
Customer Service, Contract Management, MS Project, Budgets, Contract Negotiation, Analysis, Process Improvement, Process Scheduler, Procurement, Program Management, Project Management, Project Planning, SAP, Software Documentation, Leadership, Microsoft Excel, Team Building, Event Planning, Public Speaking, Strategic Planning
Education
Bryant & Stratton College - Virginia Beach 2004 — 2005
Bryant & Stratton College - Virginia Beach 2003 — 2004
N/A, Businesses Management
Rutgers University-New Brunswick 1974 — 1976
Associates, Business
Capital Group February 2014 - Present
NovaSearch March 2010 - Present
Culver Careers September 2003 - March 2010
Skills
New Business Generation, Sales Recruitment, Building Relationships, Advertising, SEM, Cold Calling, New Business Development, Account Management, Recruiting, Salesforce.com, Sales, Networking, Business Development, Entrepreneurship, Talent Acquisition, Marketing, Leadership, Sales Operations, Management, Start-ups, Training, Lead Generation, Sales Management, Direct Sales, Team Management, B2B, Sales Process, Strategic Partnerships, Hiring, Time Management, Relationship Building
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor's Degree, Business
Los Gatos High School 1995 — 1999
Diploma
Pacific Life July 2007 - March 2011
Roxbury Capital Management December 1999 - March 2006
Capital Group August 1997 - August 1999
Wilshire Associates June 1995 - August 1997
Skills
Portfolio Management, Strategy, Mutual Funds, Fixed Income, Financial Services, Asset Allocation, Leadership, Relationship Management, Trading, Presentations, Long-term Customer..., Alternative Investments, Due Diligence, Series 63, Investment Strategies, Securities, Insurance, Series 6, Investments, Strategic Planning, Business Strategy, Cross-functional Team..., Investment Management, Asset Management, Equities, Management, Product Development, Competitive Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2007
MBA
California Polytechnic State University-San Luis Obispo 1989 — 1995
BS, Business Administration (Finance)
NelsonHittelman, LLP March 2011 - Present
Capital Group June 1998 - June 2009
Capital Group February 1990 - 1998
Skills
Facilitation, Organizational..., Course Development
Education
Brigham Young University 1981 — 1985
General Coursework
Capital Group September 2011 - Present
Capital Group November 2010 - September 2011
Capital Group June 2008 - November 2010
Capital Group Companies April 2007 - June 2008
Capital Group Companies April 2006 - April 2007
Capital Group April 2004 - March 2006
Skills
Matlab, Simulink, PostgreSQL, SoapUI, Bloomberg Terminal, FIX, Statistical Programming, Reuters 3000, VBA, Eviews, Financial Modeling, Agile Methodologies, Electronic Trading, Equities, SQL, Options, Fixed Income, Trading Systems, Bloomberg, Trading, Asset Management
Education
California State Polytechnic University-Pomona 2000 — 2006
B.S., Computer Science
Pearl River High School
Capital Group April 2011 - Present
Education
Brigham Young University 1993 — 1999
Bachelors of Fine Arts, Music/Dance/Theatre
Capital Group March 2014 - Present
Coldwell Banker Tri-Counties Realty May 2010 - August 2013
United States Marine Corps March 2005 - March 2009
Skills
Military Operations, Real Estate, Investment Properties, REO, Security Clearance, Military, Short Sales
Education
University of La Verne 2013 — 2015
Master of Business Administration (M.B.A.), Finance
California State Polytechnic University-Pomona 2011 — 2012
Bachelor's degree, Political Science
Mt. San Antonio College 2009 — 2010
Political Science
Orange Glen High School 2000 — 2004
High Schooll Diploma
Goldman Sachs November 2009 - Present
Software Technology Group March 2008 - November 2009
LDS Church March 2008 - November 2009
Capital Group May 2007 - August 2007
TechNerve, LLC 2001 - 2003
Skills
Spring, Java, Web Services, SQL, jQuery, Business Analysis, JavaScript, HTML, JMS, Software Development, JPA, Objective-C, Web Development, JSF, Sybase, Python, Unix, CSS, Software Project..., Technology Management, Maven2, Powershell, J2EE Application..., French
Education
Brigham Young University 2007 — 2008
Master of Information Systems Management, Management Information Systems, General, 3.92
Brigham Young University 2002 — 2008
Bachelor of Science (B.S.), Management Information Systems, General, 3.82
Grant Thornton LLP July 2010 - Present
Capital Group April 2004 - July 2010
Deloitte & Touche August 1997 - April 2004
Commission for Economic Development in Orem (CEDO) July 1993 - August 1997
Skills
Accounting, Auditing, Budgets, Business Analysis, Business Continuity, Business Process..., Change Management, Compliance, Consulting, Enterprise Risk..., Enterprise Software, Finance, Financial Accounting, Financial Analysis, Financial Risk, Financial Services, Governance, IT Audit, IT Strategy, Information Security, Information Technology, Internal Audit, Internal Controls, Leadership, Management, Management Consulting, Marketing, Mutual Funds, Outsourcing, PMO, Process Improvement, Program Management, Project Management, Risk Management, SAS70, SDLC, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Start-ups, Strategy
Education
Brigham Young University 1992 — 1997
Master of Accounting and Information Systems, Accounting and Informatin Systems
The Reset Foundation January 2013 - Present
Next Street May 2012 - August 2012
New Profit Inc. April 2010 - June 2011
New Profit Inc. June 2009 - July 2010
MicroBusiness Mentors September 2007 - June 2009
Capital Group May 2008 - August 2008
Magma Design Automation June 2007 - May 2008
Magma Design Automation June 2007 - July 2007
Skills
Research, Data Analysis, Business Strategy, Microsoft Excel, Financial Analysis, Microsoft Office, Market Research, Project Management, Entrepreneurship, Due Diligence, Non-profits, Strategy, Social Media, Training, Nonprofits, Social Entrepreneurship, Leadership, Management Consulting, Human Resources, Public Speaking, Management, Marketing, Leadership Development, Fundraising, Motivational Speaking
Education
Harvard Business School 2011 — 2013
MBA
Brigham Young University 2005 — 2009
BS, Business: Organizational Behavior and Human Resources
Cannon Safe November 2013 - Present
Bally Technologies March 2010 - November 2013
JPMorgan September 2008 - September 2009
Capital Group 2001 - 2008
KPMG 1998 - 2000
Skills
Accounting, Financial Modeling, Financial Reporting, Financial Analysis, Investment Management, Mutual Funds, Financial Statements, Analysis, Securities, Auditing, Equities, Hedge Funds, Risk Management, Due Diligence, Financial Risk, Cash Flow
Education
Brigham Young University 1994 — 1998
BS, Accounting
Capital Group March 2006 - Present
Education
California State Polytechnic University-Pomona 2000 — 2005
Brigham Young University September 2001 - Present
Capital Group June 1994 - August 1997
Education
Brigham Young University 1997 — 1999
Master of Arts, Comparative Literature
Brigham Young University 1986 — 1992
Bachelor of Arts, Latin and Greek
Capital Group Philanthropic endeavors in Latin AmericaFive12 FoundationJanuary 2011 - Present
Commonwealth Financial Network 2003 - 2013
Skills
Financial Services, Investments, Portfolio Management, Securities, Wealth Management, Retirement Planning, Retirement, Mutual Funds, Investment Management, Series 7, Asset Allocation, Investment Strategies, Estate Planning, Public Speaking, Entrepreneurship, Tax, Strategic Financial..., Investment Advisory, Financial Planners, IRAs
Education
Brigham Young University 1964 — 1970
-NA- February 2006 - Present
American Funds 1984 - 2006
Capital Group 1988 - 1989
Skills
Advocate for Parents..., Criminal Justice, Program Development, Clinical Research, Nonprofits, Teaching, Treatment, Digital Photography, Psychology
Education
Buena Park High School 1979 — 1982
Cabrillo College
Criminal Justice/Police Science, 2nd Yr.
Valencia High School
FabExchange 2013 - 2014
CAE 2009 - 2012
Pay By Touch 2004 - 2008
Capital Group 2004 - 2004
Morgan Stanley 2002 - 2004
Robertson Stephens 2000 - 2002
Skills
New Business Development, Contract Negotiation, Account Management, Product Marketing, International Sales, Technology..., Hiring, Training & Development, Pricing Strategy, Digital Photography, Market Research, Travel, Recruiting, Employee Training, Lead Generation, Business Development, Sales, Product Development, Negotiation, Sales Process, Sales Management, Product Management, Strategic Planning, Management, Start-ups, Business Strategy, Training, Semiconductors, CRM, Strategy, SaaS, Enterprise Software, Sales Operations, Salesforce.com, Entrepreneurship, Cloud Computing, Marketing Strategy, Competitive Analysis, Leadership, Solution Selling
Education
Brown University
Bachelor of Arts (B.A.) in History
Stanford University
Summer Program in Economics
Odeon Capital Group LLC December 2014 - February 2015
PIMCO August 2012 - September 2014
PIMCO June 2010 - August 2012
Capital Group July 2009 - June 2010
Capital Group May 2008 - August 2008
Skills
Fixed Income, Investments, Financial Modeling, Financial Analysis, Bloomberg, Mutual Funds, Fixed Income Strategies, Valuation, Investment Management, Chartered Financial..., Model Portfolios, Product Management, Microsoft Excel, Financial Literacy..., Non-profit Volunteer
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Investment Management
Brigham Young University
Bachelor's Degree, Business Management: Finance
Capital Group May 1996 - July 2008
Federated Department Stores July 1978 - May 1996
Lazarus Department Stores 1978 - 1996
Skills
Employee Relations, Succession Planning, Talent Management, Human Resources, Onboarding, Hiring, Employee Benefits, Performance Management, Workforce Planning, Applicant Tracking...
Education
Butler University
Communications
InSITE February 2015 - Present
Soko Glam May 2015 - August 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - August 2015
Gibson, Dunn & Crutcher LLP May 2015 - July 2015
Capital Group 2010 - 2013
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Columbia Law School 2013 — 2017
Doctor of Law (J.D.)
Brown University 2006 — 2010
A.B., International Relations (Political Economy and Development)
International School Manila 1994 — 2006
International Baccalaureate Diploma
Capital Group January 2015 - Present
Brigham Young University December 2013 - Present
Capital Group May 2014 - August 2014
Sports Authority April 2013 - September 2013
Nature's Sunshine Products March 2012 - January 2013
Skills
Sales, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Leadership, Public Speaking, Social Media, Accounting, Financial Analysis, Data Analysis, Marketing Strategy, Marketing, Forecasting, Account Management, Team Building, Time Management
Education
Brigham Young University 2009 — 2015
Bachelor of Science (B.S.), Accounting
Brigham Young University
Accounting, Accounting
Capital Group May 2015 - Present
Brigham Young University August 2014 - Present
Value added ventures April 2014 - August 2014
Prosper Marketplace January 2014 - April 2014
Skills
PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Microsoft Excel, Social Media, Research, Customer Service, Spanish, Teamwork, Visual Basic, Accounting, Personal Finance, Time Management, Leadership
Education
Brigham Young University 2015 — 2017
Master's degree, Accounting
Brigham Young University 2010 — 2017
Bachelor of Science (B.S.), Accounting
Thomas Wirig Doll February 2015 - Present
Peak Dentistry - SLO September 2013 - February 2015
WTAS August 2012 - August 2013
Capital Group May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Financial Accounting, Business Valuation, Corporate Finance, Due Diligence, Valuation, Strategic Financial..., Bloomberg, Finance, Investments, GAAP, Microsoft Excel, Financial Planning, Microsoft Office
Education
Brigham Young University 2008 — 2012
BS, Accounting
Lowe's Companies, Inc. May 2015 - Present
Loma Linda University Medical Center August 2013 - April 2015
EPIC Management, LP (Beaver Medical Group) November 2009 - August 2013
Capital Group December 2007 - June 2009
Cogent Healthcare Systems March 2005 - June 2007
Kingston January 2000 - March 2005
Skills
Technical Support, Troubleshooting, Project Management, Process Improvement, System Administration, Management, VPN, System Deployment, Hardware, Healthcare Information..., Help Desk Support, Leadership, Citrix, HP, Operating Systems, Servers, Active Directory, Windows Server, Healthcare, Visio, Laptops, Customer Service, Cloud Computing, EHR, Windows XP, Project Planning, HIPAA, XP, Project Coordination, Epic Systems, EMR, Project Delivery, Project Estimation, Software Project..., Red Hat Linux, IBM AIX, Encryption, KBOX, Desktop Support..., IT Infrastructure..., Multifunction Devices, IT Procurement, Security, VMware, Resource Coordination, Scheduling
Education
Bryant & Stratton College 1997 — 1997
Associate of Science (AS)
Capital Group September 2013 - Present
Brown University Athletics Department September 2010 - May 2013
Capital Group June 2012 - August 2012
Skills
Microsoft Excel, Fixed income attribution, Microsoft Office, Research, PowerPoint, Public Speaking, Social Media, Data Analysis, Microsoft Word, Economics, Leadership, Financial Analysis
Education
Brown University 2009 — 2013
Bachelor of Arts (BA), Economics and History
Bettendorf High School 2005 — 2009
Capital Group May 2011 - Present
Capital Group September 2008 - April 2011
U.S. Department of State June 2007 - July 2008
Skills
Valuation, Financial Modeling, Investment Management, Investments, Fixed Income, Asset Managment, Portfolio Management, Equities, Mutual Funds, Asset Management, Investment Strategies, Capital Markets, Asset Allocation, Securities
Education
Brown University
Bachelor of Science, Psychology
Capital Group August 2015 - Present
Taco Bell July 2015 - July 2015
Azusa Police Department December 2014 - May 2015
Cal Poly Pomona January 2013 - June 2014
Stealstreet.com July 2013 - October 2013
Skills
Microsoft Excel, Microsoft Office, Access, Cashiering, Photoshop, Tutoring, Computer Forensics, Web Design, Lectures, Web Data Management, Computer Repair, Help Desk Support, Graphic Design, Technical Support, IT Troubleshooting, Access Control Systems, GSM Data Networks, Computer Hardware..., Bilingual (Dutch), VMware Workstation, FTK, HTML, CSS
Education
California State Polytechnic University-Pomona 2007 — 2014
Bachelor's Degree, Computer and Information Systems Security/Information Assurance, Senior
Capital Group July 2015 - Present
Capital Group October 2014 - July 2015
Capital Group June 2013 - September 2014
BYU Independent Study January 2011 - May 2013
Alta Ventures Mexico September 2012 - December 2012
Enterprise Rent-A-Car May 2012 - August 2012
GroupLink September 2011 - December 2011
The Church of Jesus Christ of Latter-day Saints July 2008 - July 2010
Cole Associates Realty June 2006 - August 2007
Skills
Market Research, Leadership, Public Speaking, Marketing, Management, Analysis, Investments, Sales, Microsoft Excel, Customer Service, Financial Analysis, Financial Reporting, Financial Projection
Education
Brigham Young University 2007 — 2013
Bachelor's Degree, Business Management, Finance
Capital Group May 2015 - Present
Skills
Sales, Marketing, Sales Management, New Business Development, Product Marketing, Mobile Devices, Product Management, Wireless, Account Management, B2B, Marketing Strategy, Start-ups, Cross-functional Team..., Management, Leadership, Customer Retention, Product Development, Telecommunications, Business Development, Strategic Partnerships, Direct Sales, Competitive Analysis, Sales Process, Sales Operations, Strategic Planning, Key Account Management, Contract Negotiation, Selling, P&L Management, Solution Selling, Customer Experience, Lead Generation, Purchasing, Customer Satisfaction, International Sales, Team Leadership, Salesforce.com, Channel Partners, Advertising, Cold Calling, Sales Presentations, Trade Shows, Pricing, Product Launch, CRM, Strategy, E-commerce, Forecasting, Consumer Electronics
Education
Rio Hondo College 2006 — 2010
Associate's Degree
California State Polytechnic University-Pomona
Bachelor's Degree
Capital Group July 2002 - Present
Skills
Test Planning, Software Quality...
Education
University of California, Irvine 2011 — 2012
Business Intelligence and Data Warehousing Certification
California State Polytechnic University-Pomona 1999 — 2002
Amazon 2015 - Present
Amazon 2014 - Present
General Mills 2012 - 2014
General Mills 2010 - 2012
General Mills 2009 - 2010
Capital Group 2008 - 2008
Goldman Sachs 2005 - 2007
Skills
Leadership Development, Organizational..., Human Resources, Employee Training, Talent Management, Performance Management, Organizational Design, Change Management, Employee Benefits, Onboarding, Training, Organizational..., Employee Relations, Workforce Planning, Employee Engagement, Talent Acquisition, Training Facilitation, Executive Coaching, Succession Planning, Instructional Design
Education
Brigham Young University 2007 — 2009
mba, org behavior/ HR
The University of Dallas 2000 — 2002
Masters, English
Pepperdine University 1996 — 2000
Bachelor of Arts (BA), English Language and Literature, General
Fielding Graduate University
Capital Group February 2014 - Present
State Street June 2010 - Present
State Street September 2006 - August 2010
State Street March 2006 - March 2010
Option One Mortgage September 2005 - March 2006
Skills
Agency MBS, VBA, Bloomberg, Business Objects
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
Master of Business Administration, Finance
California State Polytechnic University-Pomona 2000 — 2004
Bachelor of Science, Economics
CFA Institute
CFA Level II Candidate
Raytheon August 2009 - Present
Capital Group May 2008 - August 2008
Skills
Software Engineering, Software Development, Agile Methodologies, C++, Qt, Java, Linux, UAV, Perl, Groovy, Satellite Telemetry..., JPSS
Education
Brigham Young University
Bachelor of Science (BS), Computer Science
UBS Global Asset Management June 2004 - Present
Capital Group January 2000 - August 2003
Merrill Lynch March 1998 - January 2000
Skills
Hedge Funds, Asset Management, Financial Modeling, Equities, Valuation, Equity Research, Capital Markets, Alternative Investments, Fixed Income, Financial Analysis, Portfolio Management, Long/Short Equity, Bloomberg, Asset Managment, Investments, Finance
Education
The University of Chicago
MBA, Finance
Brigham Young University
BA, Economics
Capital Group January 2014 - Present
FAA-Chase Investments, a part of J.P. Morgan Securities LLC February 2013 - December 2013
New England Financial June 2011 - February 2013
Morgan Stanley Smith Barney June 2010 - September 2010
Education
Brigham Young University 2008 — 2011
BS, Economics
University of California, Irvine 2006 — 2008
Fox Sports, TV Everywhere Operations, Fox Digital Media August 2015 - Present
Sony Pictures Entertainment September 2014 - April 2015
Fox Networks Group August 2012 - August 2014
Capital Group June 2005 - July 2012
Unisys Corporation June 2000 - June 2005
Skills
Agile Methodologies, PMP, SDLC, Software Project..., Requirements Analysis, Visio, Enterprise Architecture, Business Analysis, Business Intelligence, Agile Project Management, Integration, Software Development, Scrum, Analysis, XML, SQL, C, Java, Management, Microsoft SQL Server, Java Enterprise Edition
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA), Business Administration and Management
Cal Poly Pomona
Bachelor of Science (B.S.), Computer Science
UCLA
Bachelor of Science (B.S.), Biology
Capital Group July 2015 - Present
Capital Group March 2008 - Present
Capital Group April 2005 - March 2008
Sony Pictures Entertainment June 2001 - April 2005
e-Site July 2000 - June 2001
Jet Propulsion Laboratory March 1997 - June 2000
Skills
SDLC, Agile Methodologies, Requirements Analysis, Enterprise Architecture, IT Strategy, CISSP, Cloud Security, JavaSE, Java Enterprise Edition, Struts, Software Development, Software Engineering, Software Design, Enterprise Security, Web Applications, Application Security, Web Application Security, Disaster Recovery, Information Security..., Information Security, IT Audit, Business Continuity..., ITIL, Security, Databases, PCI DSS, Vulnerability Management, Business Continuity, Identity Management
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Computer Science
Self Employed January 2012 - Present
Cimarron Management Co. (CMC)/Investment Group of Santa Barbara (IGSB) July 2004 - January 2012
Mindflash Technologies Inc. (CMC/IGSB affiliate) January 2009 - December 2010
Capital Group September 1996 - July 2004
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
BS, Accounting
Capital Group January 2013 - Present
Boy Scouts of America Los Angeles Council February 2010 - October 2013
Troy High School 2011 - 2013
The Capital Group Companies, Inc February 2011 - December 2012
The Capital Group Companies, Inc. March 1997 - January 2011
RSSI / BSG January 1996 - March 1997
County of Los Angeles, Internal Services Department July 1990 - January 1996
Cal Poly Pomona 1987 - 1990
Skills
Vendor Management, Leadership Development, Outsourcing, Process Improvement, IT Operations, Strategic Sourcing, IT Management, RFP, SharePoint, Program Management, Document Management, Management, Team Management, Business Analysis, Leadership, Software Development, Performance Management, Project Portfolio..., Software Documentation, PMP, Disaster Recovery, Business Process..., SDLC, Governance, IT Strategy, Requirements Analysis, Visio, Training, Requirements Gathering, PMO, Business Continuity, IT Service Management, Operations Management, Change Management, Software Project..., Project Management, Enterprise Architecture, Business Intelligence, Project Planning, ITIL, Human Resources, Information Technology, Risk Management, Integration, Business Process, Agile Methodologies, Infrastructure, Resource Management, MS Project, CRM
Education
California State Polytechnic University-Pomona 1987 — 1990
Business Administration, Computer Information Systems
Sta. Cecilia Catholic School 1980 — 1983
High-School
Capital Group June 2014 - Present
Bank of America Merrill Lynch June 2011 - Present
Bank of America Merrill Lynch September 2008 - May 2011
Bank of America Merrill Lynch October 2006 - September 2008
Intrasphere Technologies October 2003 - September 2006
Accenture September 1998 - October 2002
Skills
Vendor Management, IT Strategy, Business Analysis, SDLC, Business Process..., PMO, Project Portfolio..., Program Management, Outsourcing, Management Consulting, Strategy, Business Process, Business Intelligence, Business Transformation, CRM, Change Management, System Migration
Education
Bucknell University 1994 — 1998
Bachelor of Arts (BA), Economics and French
Prudent Investors Network September 2010 - Present
Capital Group August 2005 - August 2010
Tantara Records December 2002 - April 2005
Skills
Visio, Business Analysis
Education
Brigham Young University 1997 — 2005
Bachelors of Music, Media Music
Rancho Buena Vista HS
Capital Group June 1998 - Present
Knight Communications 1995 - 1997
Skills
Team Leadership, Agile Methodologies, IT Strategy, Enterprise Architecture, Java, SQL, User Experience, Test Automation, Software Development, Scrum, Project Management, Software Project..., SDLC, Integration, Visio, CQ5, Web Content Management, Requirements Analysis, Requirements Gathering
Education
California State Polytechnic University-Pomona
B.S., Computer Information Systems
University of La Verne
MBA, Finance
Vigor Industrial November 2013 - Present
Behr Process Corporation April 2013 - November 2013
Behr Process Corporation March 2011 - April 2013
Behr Process Corporation March 2010 - March 2011
Capital Group August 2009 - April 2010
Grant Thornton January 2007 - August 2009
Skills
Forecasting, Finance, Budgets, Process Improvement, Sarbanes-Oxley Act, SAP, Income Statement, Financial Analysis, Strategic Planning, US GAAP, Sales Operations, Financial Reporting, Microsoft Excel, Competitive Analysis, Internal Controls, Team Building, Project Management, Cross-functional Team...
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science, Business Administration
Barclays Global Investors March 2005 - Present
Capital Group March 2003 - March 2005
Silicon Valley Bank January 2000 - March 2003
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
Business
Capital Group May 2013 - Present
Capital Group September 2010 - April 2013
Junior Achievement of Southern California July 2012 - October 2012
Capital Group August 2006 - September 2010
Skills
SQL, Factset, Bloomberg, Chartered Financial..., Fixed Income, Equities, Bonds, Equity Research, Financial Modeling, Mutual Funds, Capital Markets, Bloomberg Terminal, Securities, Trading, Financial Services, Analysis, Fixed Income Analysis, Trading Systems
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science, Business Administration - Finance and Accounting
Griffith University 2005 — 2005
Corona del Mar High School 1998 — 2002
University of Oregon September 2014 - Present
Capital Group May 2014 - September 2014
American Funds May 2012 - April 2014
Capital Group September 2000 - May 2012
Skills
Project Management, Documentaries, Microsoft Excel, Writing requirements, SDLC, Requirements Analysis, Business Analysis, Information Architecture, Asset Management, Mutual Funds, User Experience, Content Development
Education
University of Oregon 2014 — 2016
Master's degree, Couples and Family Therapy
California Institute of the Arts 1993 — 1997
MFA, Film and video production
University of California, San Diego
Bachelor's degree, Economics
L.A. Care Health Plan January 2011 - Present
BRIDGELiNX. September 2010 - December 2010
Sac Tec Labs, Inc. February 2010 - August 2010
Arcadian Management Services October 2009 - January 2010
Sac Tec Labs, Inc. February 2009 - October 2009
Molina Healthcare June 2008 - December 2008
The Coding Source 2008 - 2008
Capital Group December 2004 - June 2007
Alliance Imaging October 2001 - December 2004
HRCS September 1998 - September 2001
Skills
Applicant Tracking..., Recruiting, Sourcing, Interviews, Screening, Hiring, Start-ups, Healthcare, Software Documentation, Networking, Salary Negotiation, Talent Acquisition, Onboarding, College Recruiting, Internet Recruiting, Talent Management, Performance Management, Employee Relations, Executive Search
Education
California Polytechnic State University-San Luis Obispo
Pivot Consulting Inc. February 2009 - Present
Epson America Inc. March 2012 - September 2012
Pacific Ethanol June 2011 - March 2012
Genentech April 2009 - 2011
Capital Group July 2007 - 2009
Genentech 2006 - 2007
DHL 2004 - 2006
Watson Pharmaceuticals 2002 - 2004
Deloitte Consulting 2000 - 2002
Nu Skin Enterprises 1994 - 2000
Skills
Business Process, SAP Implementation, Business Analysis, SAP Netweaver, ABAP, Process Improvement, SD, Integration, PMO, Data Migration, SAP HR, PMP, Cross-functional Team..., Project Management, Leadership, MS Project
Education
Utah Valley University 1994 — 1997
Bachelors, Accounting
Brigham Young University
Capital Group July 2000 - Present
SingerLewak LLP September 1997 - June 2000
Alta-Dena Dairy December 1987 - March 1995
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Statements, General Ledger, US GAAP, Account Reconciliation, Auditing, Financial Accounting, Variance Analysis, Consolidation, Financial Audits, Finance, Accruals, Corporate Finance, Accounts Receivable, Financial Forecasting, Lotus Notes, Cash Flow Forecasting, Cash Management, Bank Reconciliation, Journal Entries, Process Improvement, SAP, Financial Statement..., Expenses, Internal Controls, Sarbanes-Oxley Act, Tax, Accounts Payable, Forecasting, Analysis, GAAP, Financial Modeling, Budgets, Cash Flow, Business Analysis, Management
Education
California State Polytechnic University-Pomona 1995 — 1997
Bachelor's degree, Accounting
Mt. San Antonio College 1988 — 1991
Associate's degree
Riverside County Sheriff's Department August 2011 - Present
DFI December 2008 - July 2011
ACS September 2006 - December 2008
HyperSystems, Inc 2006 - 2006
Capital Group 2005 - 2006
GNC Consulting 2005 - 2005
Rockwell Collins 2002 - 2005
Skills
Microsoft SQL Server, SQL, SDLC, Visio, Databases, Linux, SharePoint, Analysis, HTML, Disaster Recovery, Access, Security, Oracle, Data Analysis, Software Development, IT Management, Program Management, Requirements Analysis, Windows
Education
California State Polytechnic University-Pomona
BS, Computer Information Systems
California State Polytechnic University-Pomona
BS, e-Business
Capital Group Sr Project ManagerThe Capital Group Companies, Inc.1998 - Present
Skills
Agile Methodologies, Business Analysis, IT Strategy, Process Improvement, Project Management, Project Portfolio..., Requirements Analysis, Software Project..., Vendor Management
Education
California Polytechnic State University-San Luis Obispo
BS, Electrical Engineering
Capital Group June 2006 - Present
McAfee/Foundstone May 2005 - June 2006
Capital One Auto Finance November 2000 - May 2005
iCube/Razorfish September 1998 - November 2000
HITCO Carbon Composites November 1997 - September 1998
Northrop Grumman Corporation 1987 - 1997
Skills
IT Strategy, Disaster Recovery, SDLC, IT Management, Business Analysis, Vendor Management, ITIL, Integration, Data Center, Agile Methodologies, IT Operations, Requirements Analysis
Education
California Polytechnic State University-San Luis Obispo 1984 — 1987
BSIT
University of Phoenix 1995 — 1997
MBA/TM
Niagara Bottling October 2014 - Present
UnitedHealth Group August 2012 - October 2014
Capital Group September 2005 - June 2009
Capital Group July 1998 - September 2005
Mission Foods September 1997 - July 1998
Skills
Financial Modeling, Financial Forecasting, Financial Analysis, General Ledger, Financial Reporting, Microsoft Excel, Microsoft Office, Critical Thinking, Discrepancy Resolution, Reuters, Bloomberg, Business Objects, Finance, Variance Analysis, Securities, Corporate Actions, Internal Controls, Forecasting, Lotus Notes, Financial Accounting, Private Equity, Pricing, Account Reconciliation, Analysis, Valuation, Fund Accounting, Leadership, Emerging Markets, Mutual Funds, Financial Statements, Fixed Income, Equities, Strategic Financial..., Access, Financial Services, Accounting, Payroll, Investment Management, Business Process, US GAAP
Education
California State Polytechnic University-Pomona 2010 — 2012
MBA, Finance Empahsis, 3.91 GPA
California State Polytechnic University-Pomona 1990 — 1995
Bachelor of Science, Business Administration - Accounting
Andersen Tax August 2012 - Present
Capital Group May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Capital IQ, Finance, Corporate Finance, Asset Management, Business Valuation, Private Equity, Financial Reporting, Bloomberg Terminal, Venture Capital, Due Diligence, Investments, Public Speaking
Education
Brigham Young University 2005 — 2012
B.S., Business Management, Finance
Trader Joe's Company September 2009 - Present
The Capital Group Companies, Inc July 2000 - March 2009
Capital Group 2000 - 2009
ConAgra Foods December 1993 - June 2000
ConAgra Foods January 1990 - December 1993
Skills
Strategic Planning, Vendor Management, SAP, Business Process, Management, Project Management, Forecasting, Software Development, Business Analysis, Business Process..., Enterprise Software, Leadership, Team Building, Systems Analysis, Cross-functional Team..., Outsourcing, IT Strategy, Project Delivery, Business Intelligence
Education
California Polytechnic State University-San Luis Obispo 1971 — 1975
BS
Gannett November 2014 - Present
FullBeauty Brands (Formerly OSP Group) August 2013 - November 2014
AIT Laboratories January 2013 - August 2013
Butler University July 2010 - June 2013
AIT Laboratories January 2012 - January 2013
AIT Laboratories July 2009 - January 2012
Kelly Services September 2008 - June 2009
Capital Group October 2008 - May 2009
Navilyst Medical 2008 - 2008
The MASIE Center 2007 - 2008
Skills
Employee Relations, Compensation, HRIS, Interviewing, Coaching, Hiring, Employment Law, Public Speaking, Exit Interviews, Excel, Compliance, Onboarding, Outlook, HR Policies, PowerPoint, SHRM, Recruiting, Interviews, Microsoft Excel, Leadership, Training, Program Management, Human Resources, Analysis, Data Analysis, Management, Personnel Management, New Hire Orientations, Time Management, Policy, Conflict Resolution, Succession Planning, Benefits Administration, Performance Management, Strategic Planning, Leadership Development, Employee Benefits
Education
Butler University 2010 — 2013
MBA, Leadership
State University of New York College at Plattsburgh 2004 — 2006
BA, Psychology
Experian Consumer Direct March 2014 - Present
Experian 2014 - 2015
Experian 2014 - 2015
Experian 2014 - 2015
Automobile Club of Southern California July 2012 - March 2014
Aurora Bank FSB August 2011 - June 2012
Arch Bay Capital March 2011 - August 2011
New Horizons Computer Learning Centers August 2010 - May 2011
Capital Group March 2008 - July 2009
Capital Group October 2003 - July 2008
Skills
SDLC, Data Warehousing, Requirements Gathering, Project Planning, ETL, SQL, Unix Shell Scripting, ssis, Informatica, Oracle, Crystal Reports, Sybase, SSIS, Software Development, Business Process, Business Intelligence, Unix, Integration, Databases, Microsoft SQL Server, XML
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Computer Science
City of Irvine March 2012 - Present
OC Weekly February 2011 - Present
TaskRabbit June 2011 - June 2014
CorePower Yoga December 2011 - May 2012
Capital Group May 2005 - July 2009
TIAA-CREF 2001 - 2005
Xavor 1999 - 2001
Geac 1998 - 1999
Skills
Event Planning, Great People Skills, Organizing, Interviews, PowerPoint, Customer Service, Administrative..., Project Management, Team Building, Ergonomics, Process Scheduler, Training, Emergency Services, Blogging, Time Management, Sales, Facilities Management, Event Management, Contract Management, Photoshop, Social Media, Hospitality Management, Leadership, Food, Outlook
Education
California State Polytechnic University-Pomona 1995 — 1998
Bachelors, Hotel/Restaurant Management
University of San Francisco 1993 — 1994
Capital Group January 2006 - Present
Capital Group July 2000 - December 2005
Education
California Polytechnic State University-San Luis Obispo 1995 — 2000
Sony Pictures Entertainment September 2011 - May 2014
Insight Global October 2009 - June 2010
Insight Global July 2009 - October 2009
Capital Group June 2008 - September 2008
Skills
Staffing Services, Management, Negotiation, Temporary Placement, Interviews, Cold Calling, CRM, Microsoft Office, Training, Customer Service, Leadership, Project Management
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Business Administration, Marketing Management, Management of Information Systems
Capital Group September 2015 - Present
Capital Group February 2013 - September 2015
Capital Group December 2010 - January 2013
Capital Group August 2009 - November 2010
Capital Group June 2008 - August 2008
Lighting Control & Design July 2007 - September 2007
Skills
Mutual Funds, Fund Accounting, VBA, Microsoft Excel, Financial Modeling, Money Market Funds, US Inflation Bonds..., SEC Filings, Financial Reporting, Internal Controls, Investments, Management, Financial Analysis, Sarbanes-Oxley Act, GAAP
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science (BS), Business administration, Accounting, Finance
TIAA-CREF September 2014 - Present
Grant Thornton LLP May 2013 - Present
Capital Group May 2012 - August 2012
Infinity Consultants December 2010 - May 2012
Colliers-International January 2012 - April 2012
Sundance Capital January 2012 - April 2012
IndustryPro October 2011 - December 2011
Family Credit Union April 2010 - August 2010
Zelenka Plant Services April 2009 - August 2009
Church of Jesus Christ of Latter-Day Saints October 2006 - October 2008
Skills
Leadership, Spanish, Customer Service, Time Management, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Teamwork, Sales, Market Research, Budgets, Analysis, Internal Controls, Risk Assessment, Valuation
Education
Brigham Young University 2009 — 2013
Bachelor of Science (BS), Finance, 3.65
Harmon's June 2014 - Present
Navy Federal Credit Union August 2013 - June 2014
FEDITC February 2012 - June 2013
National America Insurance Company July 2011 - February 2012
Henkel of America July 2010 - July 2011
CGI September 2009 - March 2010
SAIC February 2009 - September 2009
Capital Group February 2007 - January 2009
Hertz Corporation June 2001 - January 2007
Cushman & Wakefield January 1999 - January 2007
Skills
Software Documentation, Troubleshooting, Unix, Visual Basic, XML, Access, Active Directory, SQL, JavaScript, Databases, Project Management, PMP, Operating Systems, Disaster Recovery, Testing, SharePoint, HTML
Education
Univeristy of Phoenix 2001 — 2003
MS, Computer Information Systems
Brigham Young University 1979 — 1987
BS, Construction Managment
Villanova University 2010 — 2010
Certificate, Project Managment
Capital Group August 2011 - Present
Merrill Lynch November 2006 - February 2009
Quick & Reilly January 2002 - May 2004
Education
Concordia University Irvine 2015 — 2017
MBA
California Lutheran University
BA, Political Science, Business
Capital Group 2006 - Present
Farallon Capital Management 1996 - 2006
BlackRock 1990 - 1994
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
Brown University 1986 — 1990
Sc.B., Engineering
Westside High 1982 — 1986
Copperwynd Financial March 2005 - Present
Capital Group November 2001 - March 2005
Merrill Lynch February 1996 - February 1998
Chase Securities June 1989 - February 1996
Skills
Retirement Planning, Wealth Management, Retirement, Financial Advisory, Investment Advisory, Mutual Funds, Strategic Financial..., Investment Strategies, Alternative Investments, Asset Allocation, Investment Management, Hedge Funds, Finance, Fixed Income, Securities
Education
Brigham Young University 1987 — 1989
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Texas Tech University - Rawls College of Business 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
OneAmerica July 2015 - Present
Capital Group July 2014 - July 2015
Tesla Motors December 2013 - July 2014
Indiana Pacers December 2012 - June 2013
Butler University January 2011 - November 2012
Payden & Rygel May 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Teamwork, Analysis, Microsoft Word, Financial Analysis, Financial Modeling, Investments, Bloomberg, Valuation, Matlab, C++, Customer Service, Portfolio Management, Java, Economics, Equities, SQL, Equity Research, Salesforce.com
Education
Butler University 2009 — 2013
Bachelor of Science (BS), Finance, General
Chaminade High School
Capital Group September 2002 - Present
Skills
Investments, Equities, Asset Management, Equity Research, Portfolio Management, Capital Markets, Financial Modeling, Financial Analysis
Education
Brown University 1998 — 2002
Bachelor of Arts (B.A.), International Relations and Affairs
Capital Group October 2014 - Present
Deloitte & Touche January 2011 - October 2014
Cal Poly College of Agriculture, Food, & Enviornmental Sciences September 2010 - December 2010
Deloitte & Touche LLP June 2010 - August 2010
Cal Poly University Housing September 2008 - June 2009
Education
California Polytechnic State University-San Luis Obispo 2007 — 2010
BS, Business Administration, Concentration in Accounting
Copenhagen Business School
Capital Group June 2006 - Present
Orangewood Children's Foundation 2007 - 2015
Cresa 2001 - 2006
Self 1999 - 2001
The Walt Disney Company 1996 - 1999
Ostrander Construction and HM, Inc 1985 - 1995
Skills
Real Estate, Finance, Corporate Real Estate, Real Estate Financing, Project Management, Commercial Real Estate, Construction Consulting, Construction Management, Project Coordination, Real Estate Development, Project Planning, LEED AP, Disposition, Budgets, Real Estate Economics, Brokerage, Due Diligence, Tenant, Contract Management, Leases, Location Intelligence, Construction, Management, Leadership, Dispositions, Facilities Management, Entitlements, Portfolio Management
Education
UCLA
Marketing
British Columbia Institute of Technology
Building Engineering, Economics
Seyfarth Shaw March 2012 - Present
Capital Group March 2011 - December 2011
PwC 2006 - 2010
Bryant and Stratton College 2003 - 2006
Skills
Management, Software Documentation, System Administration, Technical Support, Project Management, Lotus Notes, Change Management, Process Improvement, Troubleshooting, Telecommunications, Business Analysis, Customer Service, Vendor Management, Networking, Access, IT Management, Microsoft Office, Information Technology, Visio
Education
Bryant and Stratton College 2001 — 2003
A.A.S, Information Technology
Capital Group July 2001 - Present
Hyundai Motors America June 1993 - September 1996
Skills
Mutual Funds
Education
Cal Poly Pomona 1996 — 2001
BS, Finance, Real Estate & Law