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
Employee
Years
Job
Industry
Scott Silver Scott Silver's Capital Group Experience October 2008 - Present
Job Senior Manager, Compliance & Operational Risk at Capital Group
Industry Investment Management
Experience
Capital Group October 2008 - Present
Deloitte 2002 - 2008
Education
California State University-Long Beach 1997 — 2002
B.S. Business Administration, Accounting and Management Information Systems
Capital Group October 2008 - Present
Deloitte 2002 - 2008
Education
California State University-Long Beach 1997 — 2002
B.S. Business Administration, Accounting and Management Information Systems
Cheryl Ruston Cheryl Ruston's Capital Group Experience July 2013 - Present
Job Business Analyst at Capital Group
Industry Investment Management
Experience
Capital Group July 2013 - Present
Capital Group April 2011 - July 2013
Capital Group August 2005 - April 2011
Capital Group August 2003 - August 2005
Education
California State University-Long Beach
Bachelor of Science (BS), Double Major in Management and Business Computer Methods (IT)
Capital Group July 2013 - Present
Capital Group April 2011 - July 2013
Capital Group August 2005 - April 2011
Capital Group August 2003 - August 2005
Education
California State University-Long Beach
Bachelor of Science (BS), Double Major in Management and Business Computer Methods (IT)
Rebekah Ellerman Lee Rebekah Ellerman Lee's Capital Group Experience September 2010 - May 2013
Job Director of Accounting at LePort Schools
Industry Higher Education
Experience
LePort Schools November 2014 - Present
Ameritas Educational Services June 2013 - October 2014
Capital Group September 2010 - May 2013
California State University, Chancellor's Office March 2010 - September 2010
Grant Thornton LLP January 2004 - March 2010
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Financial Audits, Internal Controls, Project Management, Supervisory Skills, Accounting, Tax, Financial Statements
Education
California State University-Fullerton 2001 — 2003
Bachelor of Science (B.S.), Accounting
Kansas State University 1998 — 2000
LePort Schools November 2014 - Present
Ameritas Educational Services June 2013 - October 2014
Capital Group September 2010 - May 2013
California State University, Chancellor's Office March 2010 - September 2010
Grant Thornton LLP January 2004 - March 2010
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Financial Audits, Internal Controls, Project Management, Supervisory Skills, Accounting, Tax, Financial Statements
Education
California State University-Fullerton 2001 — 2003
Bachelor of Science (B.S.), Accounting
Kansas State University 1998 — 2000
Cindy Trinh Cindy Trinh's Capital Group Experience October 2011 - Present
Job Financial Analyst at Capital Group
Industry Financial Services
Experience
Capital Group October 2011 - Present
Line-X Franchise Development Company May 2008 - January 2011
Meer Capital Partners, LLC November 2006 - May 2008
Capital Pacific Holdings June 2003 - November 2006
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2008 — 2010
MBA, Business Management
California State University-Fullerton, Mihaylo College of Business and Economics 1999 — 2003
BA, Finance
Valencia
Capital Group October 2011 - Present
Line-X Franchise Development Company May 2008 - January 2011
Meer Capital Partners, LLC November 2006 - May 2008
Capital Pacific Holdings June 2003 - November 2006
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2008 — 2010
MBA, Business Management
California State University-Fullerton, Mihaylo College of Business and Economics 1999 — 2003
BA, Finance
Valencia
Loza Wadood Loza Wadood's Capital Group Experience August 2003 - October 2004
Job Manager of Financial Planning & Analysis
Industry Financial Services
Experience
Freedom Innovations October 2013 - Present
Chili Chutney Restaurant October 2010 - December 2014
Bausch & Lomb October 2008 - October 2013
Dulcinea Farms October 2004 - October 2008
Capital Group August 2003 - October 2004
Corbin & Company January 2001 - July 2003
Skills
Financial Analysis, Forecasting, Financial Reporting, Accounting, PeopleSoft, Budgets, Financial Modeling, Process Improvement, Auditing, US GAAP, SAP, GAAP, Financial Accounting, Cross-functional Team..., Microsoft Excel, Strategic Financial..., Strategic Planning, Hyperion Planning, Hyperion HFM, Key Performance..., Internal Controls, Variance Analysis, Sarbanes-Oxley Act, Analysis, Accounts Payable, Business Planning, Payroll, Management, Managerial Finance, Financial Statements, Finance
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2001
BA, Accounting
Freedom Innovations October 2013 - Present
Chili Chutney Restaurant October 2010 - December 2014
Bausch & Lomb October 2008 - October 2013
Dulcinea Farms October 2004 - October 2008
Capital Group August 2003 - October 2004
Corbin & Company January 2001 - July 2003
Skills
Financial Analysis, Forecasting, Financial Reporting, Accounting, PeopleSoft, Budgets, Financial Modeling, Process Improvement, Auditing, US GAAP, SAP, GAAP, Financial Accounting, Cross-functional Team..., Microsoft Excel, Strategic Financial..., Strategic Planning, Hyperion Planning, Hyperion HFM, Key Performance..., Internal Controls, Variance Analysis, Sarbanes-Oxley Act, Analysis, Accounts Payable, Business Planning, Payroll, Management, Managerial Finance, Financial Statements, Finance
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2001
BA, Accounting
Suzanne Kang's Capital Group Experience October 2015 - Present
Job HR Consultant at Capital Group
Industry Investment Management
Experience
Capital Group October 2015 - Present
Capital Group August 2013 - Present
Capital Group April 2011 - August 2013
Capital Group June 2008 - April 2011
Capital Group March 2003 - June 2008
Capital Group October 2000 - March 2003
Skills
Financial Analysis, Asset Management, Investments, Customer Service, Management, Mutual Funds, Onboarding, Equities, Valuation, Financial Modeling, Portfolio Management
Education
California State University-Fullerton
Capital Group October 2015 - Present
Capital Group August 2013 - Present
Capital Group April 2011 - August 2013
Capital Group June 2008 - April 2011
Capital Group March 2003 - June 2008
Capital Group October 2000 - March 2003
Skills
Financial Analysis, Asset Management, Investments, Customer Service, Management, Mutual Funds, Onboarding, Equities, Valuation, Financial Modeling, Portfolio Management
Education
California State University-Fullerton
Shana (Lavoie) Jordan Shana (Lavoie) Jordan's Capital Group Experience August 2015 - Present
Job at Capital Group
Industry Human Resources
Experience
Capital Group August 2015 - Present
Wedgewood Wedding & Banquet Centers February 2015 - July 2015
Ubiquity Inc. January 2008 - February 2015
Epsilon Nu Tau Fraternity, Inc. August 2010 - May 2012
Sunglass Hut and Watch Station international / Lenscrafters 2005 - 2008
Skills
Entrepreneurship, Event Management, Event Planning, Wedding Planning, Organization, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Illustrator, Graphic Design, Wedding Coordinating, Corporate Events, Events Organisation
Education
California State University-Fullerton
Professional Meeting Planning and Special Events, 4.0 GPA
California State University-Fullerton 2010 — 2012
Communications, Advertising
QC School of Event Planning 2009 — 2010
IWPP (International Wedding Planning Professional) certified, Meeting and Event Planning
Saddleback College 2005 — 2008
GE, Interior Design
Santa Margarita Catholic High School 2000 — 2005
Capital Group August 2015 - Present
Wedgewood Wedding & Banquet Centers February 2015 - July 2015
Ubiquity Inc. January 2008 - February 2015
Epsilon Nu Tau Fraternity, Inc. August 2010 - May 2012
Sunglass Hut and Watch Station international / Lenscrafters 2005 - 2008
Skills
Entrepreneurship, Event Management, Event Planning, Wedding Planning, Organization, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Illustrator, Graphic Design, Wedding Coordinating, Corporate Events, Events Organisation
Education
California State University-Fullerton
Professional Meeting Planning and Special Events, 4.0 GPA
California State University-Fullerton 2010 — 2012
Communications, Advertising
QC School of Event Planning 2009 — 2010
IWPP (International Wedding Planning Professional) certified, Meeting and Event Planning
Saddleback College 2005 — 2008
GE, Interior Design
Santa Margarita Catholic High School 2000 — 2005
Heather Jacobo Heather Jacobo's Capital Group Experience May 2010 - Present
Job Compliance and Operational Risk Manager at Capital Group
Industry Investment Management
Experience
Capital Group May 2010 - Present
Education
California State University-Long Beach 1997 — 2001
BA, Accounting
Capital Group May 2010 - Present
Education
California State University-Long Beach 1997 — 2001
BA, Accounting
Linda M. Williams Linda M. Williams's Capital Group Experience 2002 - 2008
Job Retired
Industry Computer Software
Experience
IT January 2012 - Present
Advantage Home Inventory August 2009 - December 2011
Capital Group 2002 - 2008
LeadershipOne September 2000 - June 2002
Q Strategies March 2000 - September 2000
Invensys / Simulation Sciences 1989 - 2000
Northrop Grumman Corporation 1987 - 1989
TRW 1981 - 1987
Skills
Strategy, MS Project, PMO, Management, Six Sigma, Business Process..., Quality Assurance, Software Development, Project Portfolio..., Start-ups, IT Management, ITIL, Cross-functional Team..., Agile Methodologies, Project Planning, Process Improvement, Leadership, Project Management, Strategic Planning, IT Strategy, Change Management
Education
California State University-Long Beach - College of Business Administration 1978 — 1982
BS, Business
IT January 2012 - Present
Advantage Home Inventory August 2009 - December 2011
Capital Group 2002 - 2008
LeadershipOne September 2000 - June 2002
Q Strategies March 2000 - September 2000
Invensys / Simulation Sciences 1989 - 2000
Northrop Grumman Corporation 1987 - 1989
TRW 1981 - 1987
Skills
Strategy, MS Project, PMO, Management, Six Sigma, Business Process..., Quality Assurance, Software Development, Project Portfolio..., Start-ups, IT Management, ITIL, Cross-functional Team..., Agile Methodologies, Project Planning, Process Improvement, Leadership, Project Management, Strategic Planning, IT Strategy, Change Management
Education
California State University-Long Beach - College of Business Administration 1978 — 1982
BS, Business
Eileen Higuchi Eileen Higuchi's Capital Group Experience February 1990 - Present
Job Meetings and Event Planner at Capital Group
Industry Investment Management
Experience
Capital Group February 1990 - Present
Skills
Trade Shows, Cross-functional Team..., Event Planning, Marketing, Marketing Communications, Budgets, Meeting Planning, PowerPoint, Corporate Communications, Leadership, Event Management, Financial Services, Microsoft Excel, Market Research, Salesforce.com, Outlook, Client Services, Contract Negotiation, Customer Service, Fundraising, Program Management, Sales, Project Management, Relationship Management, Strategy, Public Relations, Marketing Strategy, Social Media Marketing, Vendor Management, Management, Email Marketing, CRM, Strategic Planning, Corporate Events, Microsoft Office, Social Media
Education
California State University-Long Beach 1984 — 1994
General Art
Capital Group February 1990 - Present
Skills
Trade Shows, Cross-functional Team..., Event Planning, Marketing, Marketing Communications, Budgets, Meeting Planning, PowerPoint, Corporate Communications, Leadership, Event Management, Financial Services, Microsoft Excel, Market Research, Salesforce.com, Outlook, Client Services, Contract Negotiation, Customer Service, Fundraising, Program Management, Sales, Project Management, Relationship Management, Strategy, Public Relations, Marketing Strategy, Social Media Marketing, Vendor Management, Management, Email Marketing, CRM, Strategic Planning, Corporate Events, Microsoft Office, Social Media
Education
California State University-Long Beach 1984 — 1994
General Art
Tonya McGowan's Capital Group Experience November 2014 - Present
Job Sr. Domino / Lotus Notes Administrator at Capital Group
Industry Information Technology and Services
Experience
Capital Group November 2014 - Present
Skills
Microsoft Office, Windows, Customer Service, Outlook, Microsoft Excel, Microsoft Word, PowerPoint
Education
California State University-Fullerton
Bachelor of Arts (B.A.)
Capital Group November 2014 - Present
Skills
Microsoft Office, Windows, Customer Service, Outlook, Microsoft Excel, Microsoft Word, PowerPoint
Education
California State University-Fullerton
Bachelor of Arts (B.A.)
Brian Corbin Brian Corbin's Capital Group Experience January 2006 - Present
Job Senior Accountant Analyst at Capital Group
Industry Accounting
Experience
Capital Group January 2006 - Present
Capital Group October 2005 - December 2005
Capital Group November 2002 - September 2005
Capital Group July 2000 - October 2002
Skills
Microsoft Office, SAP, SAP BW, SAP BI, Lotus Notes, Financial Reporting, Accounting, Financial Analysis, Corporate Finance, Strategic Planning, Process Improvement, Financial Modeling, Forecasting, Financial Accounting, Budgets, Business Analysis, Finance, Strategic Financial..., Internal Controls, Data Analysis, Sarbanes-Oxley Act, Account Reconciliation, Variance Analysis
Education
California State University-Long Beach - College of Business Administration 2005 — 2006
MBA, Finance
University of California, Irvine 1995 — 1999
BA, Economics
LAHS
Capital Group January 2006 - Present
Capital Group October 2005 - December 2005
Capital Group November 2002 - September 2005
Capital Group July 2000 - October 2002
Skills
Microsoft Office, SAP, SAP BW, SAP BI, Lotus Notes, Financial Reporting, Accounting, Financial Analysis, Corporate Finance, Strategic Planning, Process Improvement, Financial Modeling, Forecasting, Financial Accounting, Budgets, Business Analysis, Finance, Strategic Financial..., Internal Controls, Data Analysis, Sarbanes-Oxley Act, Account Reconciliation, Variance Analysis
Education
California State University-Long Beach - College of Business Administration 2005 — 2006
MBA, Finance
University of California, Irvine 1995 — 1999
BA, Economics
LAHS
Sunil Punjabi, MBA Sunil Punjabi, MBA's Capital Group Experience 2001 - 2007
Job Sunil Punjabi Real Estate Group Keller Williams
Industry Real Estate
Experience
Sunil Punjabi Real Estate Group - Keller Williams September 2014 - Present
Axeon Specialty Products December 2013 - August 2014
Argo Group International Holdings, Ltd. October 2011 - December 2013
Argo Group October 2011 - June 2012
USAA June 2010 - October 2011
CPS Energy September 2008 - February 2010
Capital Group 2001 - 2007
Ingram Micro 2000 - 2001
Prudential 1997 - 2000
Catapult Software Training 1995 - 1997
Skills
Vendor Relations, Program Management, Systems Engineering, Data Center, Requirements Analysis, Vendor Management, IT Strategy, Process Improvement, Integration, Change Management, Analysis, Problem Solving, Budgeting, Business Analysis, Disaster Recovery, Team Leadership, IT Management, Negotiation, Team Building, Troubleshooting, Planning, Architecture, SAP, SQL, ERP, SDLC, Windows, Operating Systems, IT Operations, Microsoft Office, Telecommunications, Administration, Outsourcing, Access, Strategic Planning, Operations Management, Visio, EAI, Servers, Cross-functional Team..., SLA, Deployment, Enterprise Architecture, MS Project, IT Service Management, Project Planning, Budgets, System Administration, System Deployment, Software Development
Education
The University of Texas at San Antonio 2008 — 2010
MBA, Master of Business Administration
California State University-Long Beach
Systems engineering, Systems Engineering
Sunil Punjabi Real Estate Group - Keller Williams September 2014 - Present
Axeon Specialty Products December 2013 - August 2014
Argo Group International Holdings, Ltd. October 2011 - December 2013
Argo Group October 2011 - June 2012
USAA June 2010 - October 2011
CPS Energy September 2008 - February 2010
Capital Group 2001 - 2007
Ingram Micro 2000 - 2001
Prudential 1997 - 2000
Catapult Software Training 1995 - 1997
Skills
Vendor Relations, Program Management, Systems Engineering, Data Center, Requirements Analysis, Vendor Management, IT Strategy, Process Improvement, Integration, Change Management, Analysis, Problem Solving, Budgeting, Business Analysis, Disaster Recovery, Team Leadership, IT Management, Negotiation, Team Building, Troubleshooting, Planning, Architecture, SAP, SQL, ERP, SDLC, Windows, Operating Systems, IT Operations, Microsoft Office, Telecommunications, Administration, Outsourcing, Access, Strategic Planning, Operations Management, Visio, EAI, Servers, Cross-functional Team..., SLA, Deployment, Enterprise Architecture, MS Project, IT Service Management, Project Planning, Budgets, System Administration, System Deployment, Software Development
Education
The University of Texas at San Antonio 2008 — 2010
MBA, Master of Business Administration
California State University-Long Beach
Systems engineering, Systems Engineering
Mark Schumann Mark Schumann's Capital Group Experience September 2010 - August 2013
Job Sr. Project Manager at The Word & Brown Companies
Industry Insurance
Experience
Pacific Life August 2013 - March 2014
Capital Group September 2010 - August 2013
Capital Group April 2005 - August 2010
USAA October 2003 - April 2005
Boeing 2001 - 2003
Boeing 1997 - 2001
Boeing 1994 - 1997
Boeing 1988 - 1994
Skills
PMO, Program Management, Business Management, PMP, Project Portfolio..., IT Operations, IT Governance, IT Management, IT Strategy, Process Improvement, Portfolio Management, Business Analysis, Change Management, Vendor Relations, Team Leadership, Strategic Planning, Leadership Development, SDLC, Risk Mitigation, Team Building, COBIT, Risk Management, Governance, Integration, MS Project, Management, Project Management, Vendor Management, Analysis, Microsoft Project
Education
California State University-Long Beach 1983 — 1988
BS, Engineering
Pacific Life August 2013 - March 2014
Capital Group September 2010 - August 2013
Capital Group April 2005 - August 2010
USAA October 2003 - April 2005
Boeing 2001 - 2003
Boeing 1997 - 2001
Boeing 1994 - 1997
Boeing 1988 - 1994
Skills
PMO, Program Management, Business Management, PMP, Project Portfolio..., IT Operations, IT Governance, IT Management, IT Strategy, Process Improvement, Portfolio Management, Business Analysis, Change Management, Vendor Relations, Team Leadership, Strategic Planning, Leadership Development, SDLC, Risk Mitigation, Team Building, COBIT, Risk Management, Governance, Integration, MS Project, Management, Project Management, Vendor Management, Analysis, Microsoft Project
Education
California State University-Long Beach 1983 — 1988
BS, Engineering
Robert L. Kemble Robert L. Kemble's Capital Group Experience May 2014 - May 2015
Job Network Engineer at NextGen Healthcare
Industry Computer Networking
Experience
QSI NextGen Healthcare August 2015 - Present
Epicor Software June 2015 - Present
Capital Group May 2014 - May 2015
Abco Technology October 2013 - March 2014
UC Irvine January 2013 - September 2013
BT November 2009 - December 2012
BT 2004 - 2009
Infonet-(merged to BT 2004) November 2000 - August 2004
Infonet-(merged to BT 2004) 1996 - 2000
Infonet-(merged to BT 2004) 1994 - 1996
Skills
Switches, Routers, Managed Services, Telecommunications, VoIP, WAN, Network Design, Cisco Technologies, Service Management, Pre-sales, Data Center, CCNA, VPN, ITIL, Vendor Management, Juniper, Network Security, Security, TCP/IP, MPLS, Firewalls, BGP, QoS, IP, Checkpoint, Routing, Frame Relay, MPLS VPN, Ethernet, Network Administration, Networking, ATM networks, Troubleshooting, VLAN, Computer Security, Network Architecture, LAN-WAN, SDH, Unified Communications, IPSec, Cisco IOS, OSPF, EIGRP, Computer Network..., CCNP, Network Engineering, ASA, Wireless Networking, Cisco Routers, IPS
Education
University of California, Irvine 2013 — 2014
Certification program in Web Development
University of Phoenix 1992 — 1994
(B.A.), Business Administration and Management, 4.0
California State University-Long Beach
Fine Arts major at Long Beach State University (Junior)
QSI NextGen Healthcare August 2015 - Present
Epicor Software June 2015 - Present
Capital Group May 2014 - May 2015
Abco Technology October 2013 - March 2014
UC Irvine January 2013 - September 2013
BT November 2009 - December 2012
BT 2004 - 2009
Infonet-(merged to BT 2004) November 2000 - August 2004
Infonet-(merged to BT 2004) 1996 - 2000
Infonet-(merged to BT 2004) 1994 - 1996
Skills
Switches, Routers, Managed Services, Telecommunications, VoIP, WAN, Network Design, Cisco Technologies, Service Management, Pre-sales, Data Center, CCNA, VPN, ITIL, Vendor Management, Juniper, Network Security, Security, TCP/IP, MPLS, Firewalls, BGP, QoS, IP, Checkpoint, Routing, Frame Relay, MPLS VPN, Ethernet, Network Administration, Networking, ATM networks, Troubleshooting, VLAN, Computer Security, Network Architecture, LAN-WAN, SDH, Unified Communications, IPSec, Cisco IOS, OSPF, EIGRP, Computer Network..., CCNP, Network Engineering, ASA, Wireless Networking, Cisco Routers, IPS
Education
University of California, Irvine 2013 — 2014
Certification program in Web Development
University of Phoenix 1992 — 1994
(B.A.), Business Administration and Management, 4.0
California State University-Long Beach
Fine Arts major at Long Beach State University (Junior)
Nancy DeHaro Nancy DeHaro's Capital Group Experience April 2015 - Present
Job Business Information Analyst at Capital Group
Industry Investment Management
Experience
Capital Group April 2015 - Present
Capital Group September 2010 - March 2015
Capital Group September 2010 - September 2010
Capital Group March 2007 - September 2010
Capital Group February 2006 - February 2007
Skills
Financial Reporting, Microsoft Office, Management, Finance, Customer Service, Analysis
Education
University of California, Los Angeles 2014 — 2016
Accounting and Finance
California State University-Fullerton 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Orange Coast College 1999 — 2002
Associate of Arts (AA), Business Administration, Management and Operations
Capital Group April 2015 - Present
Capital Group September 2010 - March 2015
Capital Group September 2010 - September 2010
Capital Group March 2007 - September 2010
Capital Group February 2006 - February 2007
Skills
Financial Reporting, Microsoft Office, Management, Finance, Customer Service, Analysis
Education
University of California, Los Angeles 2014 — 2016
Accounting and Finance
California State University-Fullerton 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Orange Coast College 1999 — 2002
Associate of Arts (AA), Business Administration, Management and Operations
William Durfey William Durfey's Capital Group Experience 2004 - 2005
Job Technical Support Engineer
Industry Information Technology and Services
Experience
Set and Service Resources September 2014 - October 2014
Hewlett-Packard March 2013 - May 2013
Symantec August 2011 - August 2012
Independent Contractor January 2009 - June 2011
IBM Global Services December 2004 - December 2008
Capital Group 2004 - 2005
IBM 2000 - 2004
United States Air Force September 1966 - July 1975
Skills
Technical Support, Troubleshooting, Windows 7, Hardware, Technical Documentation, XP, Technical Training, Technical Writing, AIX, Windows XP, Linux, iPad, Scanners, ClearCase, Operating Systems, Photography, Veritas tape backup and..., AIX unix, Digital Photography, Apple OS, iPhone 5, Photoshop, eBay sales, IBM AIX
Education
SkillSoft Online Training 2014 — 2014
Microsoft Office Applications, Certificate
Workforce Institute and work2future 2014 — 2014
Certificate of Completion, Introduction to Perl Programming
Workforce Institute and work2future 2014 — 2014
Certificate of successful completion, PC Troubleshooting
Workforce Institute and work2future 2014 — 2014
PHP, Certificate of successful completion
Workforce Institute and work2future 2014 — 2014
SQL, Certificate of successful completion
San Jose State University 1978 — 1979
Business
Condie College 1975 — 1976
Computer Programming
US Air Force Administration School 1974 — 1974
Office Administration
USAF Officer Training School 1966 — 1967
2nd Lieutenant, Basic officer training, Commissioned as 2nd Lieutenant
California State University-Long Beach 1963 — 1966
BA, Geography
Set and Service Resources September 2014 - October 2014
Hewlett-Packard March 2013 - May 2013
Symantec August 2011 - August 2012
Independent Contractor January 2009 - June 2011
IBM Global Services December 2004 - December 2008
Capital Group 2004 - 2005
IBM 2000 - 2004
United States Air Force September 1966 - July 1975
Skills
Technical Support, Troubleshooting, Windows 7, Hardware, Technical Documentation, XP, Technical Training, Technical Writing, AIX, Windows XP, Linux, iPad, Scanners, ClearCase, Operating Systems, Photography, Veritas tape backup and..., AIX unix, Digital Photography, Apple OS, iPhone 5, Photoshop, eBay sales, IBM AIX
Education
SkillSoft Online Training 2014 — 2014
Microsoft Office Applications, Certificate
Workforce Institute and work2future 2014 — 2014
Certificate of Completion, Introduction to Perl Programming
Workforce Institute and work2future 2014 — 2014
Certificate of successful completion, PC Troubleshooting
Workforce Institute and work2future 2014 — 2014
PHP, Certificate of successful completion
Workforce Institute and work2future 2014 — 2014
SQL, Certificate of successful completion
San Jose State University 1978 — 1979
Business
Condie College 1975 — 1976
Computer Programming
US Air Force Administration School 1974 — 1974
Office Administration
USAF Officer Training School 1966 — 1967
2nd Lieutenant, Basic officer training, Commissioned as 2nd Lieutenant
California State University-Long Beach 1963 — 1966
BA, Geography
Michael Reveles's Capital Group Experience December 2006 - Present
Job Risk Management and Control Rep II at Capital Group
Industry Investment Management
Experience
Capital Group December 2006 - Present
American Funds December 2006 - February 2008
Bank of America September 2002 - December 2006
Skills
Microsoft Excel, Microsoft Word, Customer Service, Positive Can-do Attitude, Flexibility, High Level Of Accuracy, Work Well Independently, Exceptionally well...
Education
Cal State Fullerton 2001 — 2006
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Capital Group December 2006 - Present
American Funds December 2006 - February 2008
Bank of America September 2002 - December 2006
Skills
Microsoft Excel, Microsoft Word, Customer Service, Positive Can-do Attitude, Flexibility, High Level Of Accuracy, Work Well Independently, Exceptionally well...
Education
Cal State Fullerton 2001 — 2006
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Masha Zbysenski Masha Zbysenski's Capital Group Experience January 2013 - Present
Job Investment Services Professional
Industry Investment Management
Experience
Capital Group January 2013 - Present
JP Morgan Chase 2009 - August 2012
West Dermatology August 2006 - May 2008
Skills
Customer Service, Russian, Multi Tasking, Computer Proficiency, Team-oriented, Problem Solving, People Skills, Teamwork, Outlook, Finance
Education
California State University-Fullerton 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Saddleback College 2004 — 2008
Associate's degree
Capital Group January 2013 - Present
JP Morgan Chase 2009 - August 2012
West Dermatology August 2006 - May 2008
Skills
Customer Service, Russian, Multi Tasking, Computer Proficiency, Team-oriented, Problem Solving, People Skills, Teamwork, Outlook, Finance
Education
California State University-Fullerton 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Saddleback College 2004 — 2008
Associate's degree
Jessica Chin Jessica Chin's Capital Group Experience February 2015 - Present
Job Campaign Project Lead at Capital Group
Industry Marketing and Advertising
Experience
Capital Group February 2015 - Present
Capital Group October 2014 - February 2015
ymarketing January 2012 - August 2014
RAPP July 2011 - January 2012
Russ Reid Company March 2010 - June 2011
Synergy Direct Response January 2009 - December 2009
Deutsch October 2007 - October 2008
Skills
Advertising, Email Marketing, Problem Solving, Project Management, Direct Marketing, SEO, Marketing, Creative Direction, SEM, Digital Marketing, Online Advertising, Social Media Marketing, Integrated Marketing, Digital Strategy, Direct Mail, Digital Media, Social Media, Marketing Communications, Online Marketing, Sales, Mobile Marketing, Media Planning, Interactive Advertising
Education
California State University-Long Beach 2002 — 2007
BA, Interpersonal and Organizational Communication
Capital Group February 2015 - Present
Capital Group October 2014 - February 2015
ymarketing January 2012 - August 2014
RAPP July 2011 - January 2012
Russ Reid Company March 2010 - June 2011
Synergy Direct Response January 2009 - December 2009
Deutsch October 2007 - October 2008
Skills
Advertising, Email Marketing, Problem Solving, Project Management, Direct Marketing, SEO, Marketing, Creative Direction, SEM, Digital Marketing, Online Advertising, Social Media Marketing, Integrated Marketing, Digital Strategy, Direct Mail, Digital Media, Social Media, Marketing Communications, Online Marketing, Sales, Mobile Marketing, Media Planning, Interactive Advertising
Education
California State University-Long Beach 2002 — 2007
BA, Interpersonal and Organizational Communication
Ron Duong Ron Duong's Capital Group Experience February 2001 - May 2004
Job Vice President Investments | Director, National Retail Group at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap June 2004 - Present
Capital Group February 2001 - May 2004
Skills
Real Estate, Investments, Asset Managment, Real Estate Economics, Brokerage, Real Estate Development, Disposition, Valuation, Shopping Centers, Due Diligence, Commercial Real Estate, Financial Analysis, Asset Management, Corporate Real Estate, Investors, Leases, Portfolio Management
Education
California State University-Fullerton - College of Business and Economics 1996 — 2001
B.A., Finance
Marcus & Millichap June 2004 - Present
Capital Group February 2001 - May 2004
Skills
Real Estate, Investments, Asset Managment, Real Estate Economics, Brokerage, Real Estate Development, Disposition, Valuation, Shopping Centers, Due Diligence, Commercial Real Estate, Financial Analysis, Asset Management, Corporate Real Estate, Investors, Leases, Portfolio Management
Education
California State University-Fullerton - College of Business and Economics 1996 — 2001
B.A., Finance
Ron Passmore, MBA, PMP, CSM's Capital Group Experience August 2011 - November 2011
Job Sr. Project Manager
Industry Information Technology and Services
Experience
Avnet, Inc. November 2011 - Present
Capital Group August 2011 - November 2011
LPL Financial August 2010 - May 2011
Synegral Solutions October 2008 - July 2010
IBM ECM - FileNet, Inc. July 2006 - September 2008
Sterling Casualty Insurance January 2003 - May 2006
Meridian Health & Nutrition, Inc. May 1997 - January 2003
Mossimo, Inc. August 1995 - March 1997
Gucci Timepieces October 1987 - March 1995
Skills
Business Analysis, Business Process, PMP, PMO, SDLC, Project Management, Business Process..., Process Improvement, Solution Architecture, Strategic Planning, Requirements Gathering, Integration, Training, Cloud Computing, Management, Leadership, Project Planning, Agile Methodologies, Enterprise Software, Enterprise Architecture
Education
California State University-Long Beach - College of Business Administration 2001 — 2003
Master of Business Administration (M.B.A.)
San Diego State University-California State University 1978 — 1983
BS, Accountancy
Avnet, Inc. November 2011 - Present
Capital Group August 2011 - November 2011
LPL Financial August 2010 - May 2011
Synegral Solutions October 2008 - July 2010
IBM ECM - FileNet, Inc. July 2006 - September 2008
Sterling Casualty Insurance January 2003 - May 2006
Meridian Health & Nutrition, Inc. May 1997 - January 2003
Mossimo, Inc. August 1995 - March 1997
Gucci Timepieces October 1987 - March 1995
Skills
Business Analysis, Business Process, PMP, PMO, SDLC, Project Management, Business Process..., Process Improvement, Solution Architecture, Strategic Planning, Requirements Gathering, Integration, Training, Cloud Computing, Management, Leadership, Project Planning, Agile Methodologies, Enterprise Software, Enterprise Architecture
Education
California State University-Long Beach - College of Business Administration 2001 — 2003
Master of Business Administration (M.B.A.)
San Diego State University-California State University 1978 — 1983
BS, Accountancy
Richard De Jesu's Capital Group Experience June 1999 - May 2014
Job Vice President Human Resources at Panda Restaurant Group
Industry Hospitality
Experience
Panda Restaurant Group May 2014 - Present
Capital Group June 1999 - May 2014
Sony Pictures Entertainment June 1998 - June 1999
NBC -Universal Studios September 1994 - June 1998
Wells Fargo Bank (First Interstate Bank) 1990 - 1994
Skills
Global HR, Employee Relations, Executive Search, Workforce Planning, Succession Planning, Talent Acquisition, Talent Management, HR Consulting, Change Management, Management Development, Human Resources, Performance Management, Compensation & Benefit, Training, Recruiting, Organizational..., Temporary Placement, Leadership, Management, Employee Engagement, Personnel Management, Onboarding, Strategic Planning
Education
California State University-Fullerton
Bachelor of Arts, Communication- Public Relations
Panda Restaurant Group May 2014 - Present
Capital Group June 1999 - May 2014
Sony Pictures Entertainment June 1998 - June 1999
NBC -Universal Studios September 1994 - June 1998
Wells Fargo Bank (First Interstate Bank) 1990 - 1994
Skills
Global HR, Employee Relations, Executive Search, Workforce Planning, Succession Planning, Talent Acquisition, Talent Management, HR Consulting, Change Management, Management Development, Human Resources, Performance Management, Compensation & Benefit, Training, Recruiting, Organizational..., Temporary Placement, Leadership, Management, Employee Engagement, Personnel Management, Onboarding, Strategic Planning
Education
California State University-Fullerton
Bachelor of Arts, Communication- Public Relations
Clint Rodenfels's Capital Group Experience 1993 - 2004
Job Listen. Lead. Succeed.
Industry Medical Devices
Experience
ResMed July 2015 - Present
Education Reach for Texans June 2013 - July 2014
Austin Community College October 2012 - July 2014
Methodist Health System March 2014 - May 2014
Austin Community College August 2010 - June 2012
University of Texas at San Antonio January 2007 - July 2010
Robert Half Technology 2004 - 2005
Capital Group 1993 - 2004
Hughes Aircraft Company 1991 - 1993
Hughes Aircraft Company 1989 - 1991
Skills
Higher Education, Research, Staff Development, Community Outreach, Counseling, Student Conduct..., Non-profits, Youth Development, Youth Services, Writing, Technical Writing, Educational Leadership, Cross-functional Team..., Social Media, Governance, Philanthropy, Social Services, Young People, Psychotherapy, Nonprofits, Academic Advising, Curriculum Development, Recruiting, Proposal Writing, Career Counseling, Grants, Grant Writing, Access, System Administration, Career Development, Social Networking, Editing, Budgets, Leadership, Distance Learning, Curriculum Design, Event Planning, Organizational..., Teaching, Project Management, Personnel Management, Student Affairs, Student Development, Public Speaking, Communication Skills, Interpretation Of Data, Data Analysis, Academic Administration, Student Financial Aid, Adult Education
Education
Texas State University-San Marcos 2005 — 2007
MSW, Social Work - Administration/Supervision Practice
California State University-Long Beach 1982 — 1987
Bachelor of Science (B.S.), Business Computer Methods
California State University-Long Beach 1982 — 1987
Certificate, Technical & Professional Writing
ResMed July 2015 - Present
Education Reach for Texans June 2013 - July 2014
Austin Community College October 2012 - July 2014
Methodist Health System March 2014 - May 2014
Austin Community College August 2010 - June 2012
University of Texas at San Antonio January 2007 - July 2010
Robert Half Technology 2004 - 2005
Capital Group 1993 - 2004
Hughes Aircraft Company 1991 - 1993
Hughes Aircraft Company 1989 - 1991
Skills
Higher Education, Research, Staff Development, Community Outreach, Counseling, Student Conduct..., Non-profits, Youth Development, Youth Services, Writing, Technical Writing, Educational Leadership, Cross-functional Team..., Social Media, Governance, Philanthropy, Social Services, Young People, Psychotherapy, Nonprofits, Academic Advising, Curriculum Development, Recruiting, Proposal Writing, Career Counseling, Grants, Grant Writing, Access, System Administration, Career Development, Social Networking, Editing, Budgets, Leadership, Distance Learning, Curriculum Design, Event Planning, Organizational..., Teaching, Project Management, Personnel Management, Student Affairs, Student Development, Public Speaking, Communication Skills, Interpretation Of Data, Data Analysis, Academic Administration, Student Financial Aid, Adult Education
Education
Texas State University-San Marcos 2005 — 2007
MSW, Social Work - Administration/Supervision Practice
California State University-Long Beach 1982 — 1987
Bachelor of Science (B.S.), Business Computer Methods
California State University-Long Beach 1982 — 1987
Certificate, Technical & Professional Writing
Melanie Betty, MBA, PPC Melanie Betty, MBA, PPC's Capital Group Experience October 2014 - Present
Job Senior Marketing Specialist at Capital Group
Industry Investment Management
Experience
Capital Group October 2014 - Present
Capital Group November 2012 - October 2014
Capital Group August 2006 - November 2012
Wells Fargo January 2004 - August 2006
Skills
Wealth Management, Mutual Funds, Securities, Portfolio Management, Series 65, Series 6, Retirement Planning, Series 63, 401k, Asset Allocation, Investments, Asset Managment, Retirement, Uniform Combined State..., Series 7, Fixed Income, ETFs, Investment Strategies, FINRA, Alternative Investments, Investment Management, 401k Rollovers, Fixed Annuities, 529 Plans, Market Research, Finance, Bonds, Investment Advisory, Series 24, Qualified Retirement..., Variable Annuities, Retirement Plan..., Salesforce.com, Stocks, Thought Leadership, Fund Of Funds, CRM, ERISA, Separately Managed..., Defined Benefit, Defined Contribution, Financial Services, Direct Marketing, Email Marketing, Equities, Financial Advisory, IRAs, Marketing, Marketing Communications, Marketing Strategy
Education
University of Redlands 2011 — 2013
Master of Business Administration (M.B.A.), Global Business, 3.8 GPA
California State University-Fullerton 2001 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
San Francisco State University 1999 — 2001
Political Economy
The Hutchison School
Capital Group October 2014 - Present
Capital Group November 2012 - October 2014
Capital Group August 2006 - November 2012
Wells Fargo January 2004 - August 2006
Skills
Wealth Management, Mutual Funds, Securities, Portfolio Management, Series 65, Series 6, Retirement Planning, Series 63, 401k, Asset Allocation, Investments, Asset Managment, Retirement, Uniform Combined State..., Series 7, Fixed Income, ETFs, Investment Strategies, FINRA, Alternative Investments, Investment Management, 401k Rollovers, Fixed Annuities, 529 Plans, Market Research, Finance, Bonds, Investment Advisory, Series 24, Qualified Retirement..., Variable Annuities, Retirement Plan..., Salesforce.com, Stocks, Thought Leadership, Fund Of Funds, CRM, ERISA, Separately Managed..., Defined Benefit, Defined Contribution, Financial Services, Direct Marketing, Email Marketing, Equities, Financial Advisory, IRAs, Marketing, Marketing Communications, Marketing Strategy
Education
University of Redlands 2011 — 2013
Master of Business Administration (M.B.A.), Global Business, 3.8 GPA
California State University-Fullerton 2001 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
San Francisco State University 1999 — 2001
Political Economy
The Hutchison School
Farhan Rangoonwala's Capital Group Experience November 2011 - November 2012
Job Client Reporting Associate at PIMCO
Industry Investment Management
Experience
PIMCO September 2013 - Present
PIMCO January 2013 - September 2013
Capital Group November 2011 - November 2012
Deutsche Bank August 2010 - November 2011
Deutsche Bank September 2007 - August 2010
Dimler Wealth Planning 2004 - 2007
Education
California State University-Fullerton - College of Business and Economics 2003 — 2007
BA, Finance
PIMCO September 2013 - Present
PIMCO January 2013 - September 2013
Capital Group November 2011 - November 2012
Deutsche Bank August 2010 - November 2011
Deutsche Bank September 2007 - August 2010
Dimler Wealth Planning 2004 - 2007
Education
California State University-Fullerton - College of Business and Economics 2003 — 2007
BA, Finance
Roy Martinez Roy Martinez's Capital Group Experience March 2011 - Present
Job Application Services Manager at Capital Group
Industry Financial Services
Experience
Capital Group March 2011 - Present
Capital Group Companies 2009 - March 2011
Capital Group Companies 2005 - 2009
Capital Group 2004 - 2005
Capital Group 1999 - 2004
Microtech Consulting Services 1998 - 1999
Belkin Components 1998 - 1998
Irvine Hockey Club 1994 - 1997
Skills
Project Management, Analysis, Quality Assurance, IT Management, ITIL, Vendor Management, IT Service Management, Incident Management, IT Operations, SharePoint, Process Improvement, Service Management, Disaster Recovery, Service Delivery, Change Management, Lotus Notes, Service Desk, Software Documentation, Active Directory, Risk Management, Business Analysis, IT Strategy, SDLC, Visio, Project Portfolio..., Windows, Information Technology, Management, System Deployment, Leadership, Technical Support, PMO, Call Centers, Business Continuity, PMP, Integration, Enterprise Software, Security, Training, Data Center, Enterprise Architecture
Education
California State University-Fullerton 1996 — 2005
BA, Criminal Justice
Woodbridge High School 1990 — 1994
Capital Group March 2011 - Present
Capital Group Companies 2009 - March 2011
Capital Group Companies 2005 - 2009
Capital Group 2004 - 2005
Capital Group 1999 - 2004
Microtech Consulting Services 1998 - 1999
Belkin Components 1998 - 1998
Irvine Hockey Club 1994 - 1997
Skills
Project Management, Analysis, Quality Assurance, IT Management, ITIL, Vendor Management, IT Service Management, Incident Management, IT Operations, SharePoint, Process Improvement, Service Management, Disaster Recovery, Service Delivery, Change Management, Lotus Notes, Service Desk, Software Documentation, Active Directory, Risk Management, Business Analysis, IT Strategy, SDLC, Visio, Project Portfolio..., Windows, Information Technology, Management, System Deployment, Leadership, Technical Support, PMO, Call Centers, Business Continuity, PMP, Integration, Enterprise Software, Security, Training, Data Center, Enterprise Architecture
Education
California State University-Fullerton 1996 — 2005
BA, Criminal Justice
Woodbridge High School 1990 — 1994
Lance Hultgren's Capital Group Experience October 2013 - Present
Job Senior Business Systems Analyst at Capital Group
Industry Information Technology and Services
Experience
Capital Group October 2013 - Present
Capital Group Companies January 2011 - October 2013
Capital Group Companies April 2007 - January 2011
Capital Group April 2000 - April 2007
Capital Group Companies March 1995 - March 2000
Capital Group April 1989 - February 1995
Northrop Grumman Aerospace Systems May 1985 - October 1989
Skills
Business Analysis, Program Management, Team Building, Process Improvement, Process Engineering, Vendor Management, Business Intelligence, Financial Reporting, Business Management, Budgeting, Change Management, Customer Relations, Enterprise Architecture, Requirements Analysis, IT Management, Problem Solving, Integration, Agile, Risk Management, ITIL, Team Leadership, Analysis, Coaching, IT Governance, IT Strategy, Strategic Planning, Teamwork, Business Process..., Software Documentation, Budgets, System Administration, Business Process, Governance, Software Development, Customer Service, Management, Strategy, Disaster Recovery, Agile Methodologies, SDLC, SharePoint, Enterprise Software, Security, Information Technology, Project Management, Visio, Software Project..., Infrastructure, Requirements Gathering
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1984 — 1989
BA, Finance
Capital Group October 2013 - Present
Capital Group Companies January 2011 - October 2013
Capital Group Companies April 2007 - January 2011
Capital Group April 2000 - April 2007
Capital Group Companies March 1995 - March 2000
Capital Group April 1989 - February 1995
Northrop Grumman Aerospace Systems May 1985 - October 1989
Skills
Business Analysis, Program Management, Team Building, Process Improvement, Process Engineering, Vendor Management, Business Intelligence, Financial Reporting, Business Management, Budgeting, Change Management, Customer Relations, Enterprise Architecture, Requirements Analysis, IT Management, Problem Solving, Integration, Agile, Risk Management, ITIL, Team Leadership, Analysis, Coaching, IT Governance, IT Strategy, Strategic Planning, Teamwork, Business Process..., Software Documentation, Budgets, System Administration, Business Process, Governance, Software Development, Customer Service, Management, Strategy, Disaster Recovery, Agile Methodologies, SDLC, SharePoint, Enterprise Software, Security, Information Technology, Project Management, Visio, Software Project..., Infrastructure, Requirements Gathering
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1984 — 1989
BA, Finance
Walt Del Vecchio Walt Del Vecchio's Capital Group Experience October 2008 - May 2009
Job Sr. Enterprise Ops Analyst at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade September 2013 - Present
Linoma Software 2012 - 2013
DIRECTV July 2010 - December 2011
Capital Group October 2008 - May 2009
Impac Funding Corporation September 2005 - October 2007
Fidelity National Financial 1998 - 2005
Skills
SDLC, SharePoint, Requirements Analysis, Process Improvement, Agile Methodologies, Visio, Vendor Management, Data Center, Software Development, Disaster Recovery, ITIL, Microsoft SQL Server, Analysis, Quality Assurance, Unix, Linux, Oracle, Software Documentation, XML, Testing, Management, Databases, .NET, Project Management, MS Project
Education
Pepperdine University 1988 — 1990
MBA, General Business
California State University-Fullerton 1900 — 1976
Bachelor of Arts (BA), Biochemistry
TD Ameritrade September 2013 - Present
Linoma Software 2012 - 2013
DIRECTV July 2010 - December 2011
Capital Group October 2008 - May 2009
Impac Funding Corporation September 2005 - October 2007
Fidelity National Financial 1998 - 2005
Skills
SDLC, SharePoint, Requirements Analysis, Process Improvement, Agile Methodologies, Visio, Vendor Management, Data Center, Software Development, Disaster Recovery, ITIL, Microsoft SQL Server, Analysis, Quality Assurance, Unix, Linux, Oracle, Software Documentation, XML, Testing, Management, Databases, .NET, Project Management, MS Project
Education
Pepperdine University 1988 — 1990
MBA, General Business
California State University-Fullerton 1900 — 1976
Bachelor of Arts (BA), Biochemistry
Negin Kordbacheh, M.S.PHR Negin Kordbacheh, M.S.PHR's Capital Group Experience July 2013 - December 2014
Job Talent Management: Personnel Selection, Performance Assessment, Corporate Training
Industry Human Resources
Experience
SoCalGas February 2015 - Present
Capital Group July 2013 - December 2014
Southern California Edison September 2010 - July 2013
Skills
Talent Management, Organizational..., Succession Planning, Organizational Behavior, Performance Management, Job Analysis, Survey Design, Recruiting, Team Building, Onboarding, SPSS, Talent Acquisition, Organizational..., Leadership Development, Human Resources, Statistics, Microsoft Office, Taleo, QuestionMark, SnagIt, Adverse Impact Analysis, Statistical Data..., Analysis, Training, Employee Training, Program Management, Assessment Center, 360 Feedback, Workforce Planning, Deferred Compensation, Interviews, Employee Engagement, Employee Relations, Organizational Design, Employee Surveys, Career Development, Labor Relations, Job Evaluation, HR Consulting
Education
California State University-San Bernardino 2008 — 2010
Master of Science (M.S.), Industrial/Organizational Psychology, GPA: 3.78
California State University-Fullerton 2006 — 2008
Bachelor of Arts (B.A.), Psychology, GPA: 3.72
SoCalGas February 2015 - Present
Capital Group July 2013 - December 2014
Southern California Edison September 2010 - July 2013
Skills
Talent Management, Organizational..., Succession Planning, Organizational Behavior, Performance Management, Job Analysis, Survey Design, Recruiting, Team Building, Onboarding, SPSS, Talent Acquisition, Organizational..., Leadership Development, Human Resources, Statistics, Microsoft Office, Taleo, QuestionMark, SnagIt, Adverse Impact Analysis, Statistical Data..., Analysis, Training, Employee Training, Program Management, Assessment Center, 360 Feedback, Workforce Planning, Deferred Compensation, Interviews, Employee Engagement, Employee Relations, Organizational Design, Employee Surveys, Career Development, Labor Relations, Job Evaluation, HR Consulting
Education
California State University-San Bernardino 2008 — 2010
Master of Science (M.S.), Industrial/Organizational Psychology, GPA: 3.78
California State University-Fullerton 2006 — 2008
Bachelor of Arts (B.A.), Psychology, GPA: 3.72
Ashley Meripol (Emerson) Ashley Meripol (Emerson)'s Capital Group Experience April 2014 - Present
Job Accounting Team Manager at Capital Group
Industry Financial Services
Experience
Capital Group April 2014 - Present
Capital Group October 2010 - April 2014
Capital Group October 2009 - October 2010
Capital Group June 2008 - October 2009
Morgan Stanley Smith Barney October 2006 - May 2008
Education
California State University-Long Beach - College of Business Administration 2004 — 2008
Bachelor of Science, Finance
Capital Group April 2014 - Present
Capital Group October 2010 - April 2014
Capital Group October 2009 - October 2010
Capital Group June 2008 - October 2009
Morgan Stanley Smith Barney October 2006 - May 2008
Education
California State University-Long Beach - College of Business Administration 2004 — 2008
Bachelor of Science, Finance
Indraja S. Jonusonis Indraja S. Jonusonis's Capital Group Experience November 2007 - October 2011
Job Fixed Income Research Admin Assistant at Capital Group Companies
Industry Investment Management
Experience
Capital Group November 2007 - October 2011
Capital Group December 2006 - November 2007
Santa Monica Lithuanian Youth Club September 2005 - June 2007
St. Casmir's Lithuanian Saturday School September 2001 - June 2007
Skills
Lotus Notes, Outlook, Microsoft Excel, Microsoft Office, Teaching, Microsoft Word, Coaching, Process Improvement, PowerPoint, Analysis, Training, Data Analysis, Visio, Management, Customer Service
Education
California State University-Long Beach 2004 — 2006
B.A., Psychology
Pasadena City College 2001 — 2004
A.A., General- Hospitality Management - Psychology
Capital Group November 2007 - October 2011
Capital Group December 2006 - November 2007
Santa Monica Lithuanian Youth Club September 2005 - June 2007
St. Casmir's Lithuanian Saturday School September 2001 - June 2007
Skills
Lotus Notes, Outlook, Microsoft Excel, Microsoft Office, Teaching, Microsoft Word, Coaching, Process Improvement, PowerPoint, Analysis, Training, Data Analysis, Visio, Management, Customer Service
Education
California State University-Long Beach 2004 — 2006
B.A., Psychology
Pasadena City College 2001 — 2004
A.A., General- Hospitality Management - Psychology
Kathy (Lea) Andersen Kathy (Lea) Andersen's Capital Group Experience July 2007 - Present
Job Administrative Asst. III at Capital Group
Industry Financial Services
Experience
Capital Group July 2007 - Present
The Capital Group Companies, Inc. 2007 - Present
New Century Mortgage 2004 - 2007
Cingular Wireless November 2000 - December 2004
Walt Disney Company 1970 - 1993
Disneyland 1970 - 1993
Skills
Employee Relations, Business Analysis, Human Resources, Social Media, Organizational..., Public Speaking, Microsoft Office, Event Planning, Outlook, Visio, Team Building, Onboarding, Event Management, Process Improvement, Customer Service, PeopleSoft, Training, Process Scheduler, Leadership, Meeting Planning
Education
Golden West College 1998 — 2001
AA, Sign Language Interpreting
California State University-Long Beach 1969 — 1972
Music
Capital Group July 2007 - Present
The Capital Group Companies, Inc. 2007 - Present
New Century Mortgage 2004 - 2007
Cingular Wireless November 2000 - December 2004
Walt Disney Company 1970 - 1993
Disneyland 1970 - 1993
Skills
Employee Relations, Business Analysis, Human Resources, Social Media, Organizational..., Public Speaking, Microsoft Office, Event Planning, Outlook, Visio, Team Building, Onboarding, Event Management, Process Improvement, Customer Service, PeopleSoft, Training, Process Scheduler, Leadership, Meeting Planning
Education
Golden West College 1998 — 2001
AA, Sign Language Interpreting
California State University-Long Beach 1969 — 1972
Music
Sarah Mercado's Capital Group Experience February 2015 - Present
Job Talent Acquisition Associate at Capital Group Companies
Industry Human Resources
Experience
Capital Group February 2015 - Present
Capital Group September 2013 - January 2015
Starbucks January 2006 - January 2014
California State University, Fullerton February 2013 - June 2013
Cal Poly Pomona July 2012 - January 2013
California State University, Fullerton January 2012 - June 2012
California State University, Dominguez Hills September 2011 - December 2011
The Office of Housing and Residential Life June 2010 - June 2011
The Office of Housing and Residential Life August 2008 - August 2010
Skills
Higher Education, Student Development, Student Affairs, Student Engagement, Program Development, Teaching, Assessment Development, Conflict Resolution, Research, Community Outreach, Event Planning, Public Speaking, Curriculum Development, Social Networking, Staff Development, Leadership Development, Developmental Psychology, Qualitative Research, Time Management, Conference Logistics, Academic Advising, Customer Service, Leadership, Microsoft Office
Education
Santiago Canyon College 2013 — 2014
Certificate of Management, Human Resources, 4.0
California State University-Fullerton 2011 — 2013
Master’s Degree, Educational Leadership
California State University-San Bernardino 2006 — 2011
Bachelor of Arts (BA), Dual: Psychology & Human Development
Capital Group February 2015 - Present
Capital Group September 2013 - January 2015
Starbucks January 2006 - January 2014
California State University, Fullerton February 2013 - June 2013
Cal Poly Pomona July 2012 - January 2013
California State University, Fullerton January 2012 - June 2012
California State University, Dominguez Hills September 2011 - December 2011
The Office of Housing and Residential Life June 2010 - June 2011
The Office of Housing and Residential Life August 2008 - August 2010
Skills
Higher Education, Student Development, Student Affairs, Student Engagement, Program Development, Teaching, Assessment Development, Conflict Resolution, Research, Community Outreach, Event Planning, Public Speaking, Curriculum Development, Social Networking, Staff Development, Leadership Development, Developmental Psychology, Qualitative Research, Time Management, Conference Logistics, Academic Advising, Customer Service, Leadership, Microsoft Office
Education
Santiago Canyon College 2013 — 2014
Certificate of Management, Human Resources, 4.0
California State University-Fullerton 2011 — 2013
Master’s Degree, Educational Leadership
California State University-San Bernardino 2006 — 2011
Bachelor of Arts (BA), Dual: Psychology & Human Development
John Liebenau John Liebenau's Capital Group Experience 2014 - Present
Job Software Development Manager / Software Architect
Industry Information Technology and Services
Experience
Capital Group 2014 - Present
Capital Group 2005 - Present
Investment Technology Group, Inc. 2000 - 2005
Investment Technology Group, Inc. 1997 - 2005
Investment Technology Group, Inc. 1994 - 1997
Xerox June 1993 - August 1993
Skills
Enterprise Architecture, Application Architecture, Software Engineering, Software Development, Software Development..., Software Project..., Object Oriented Design, Software Reuse, Design Patterns, Framework Design, TOGAF, RUP, Extreme Programming, Scrum, UML, Java, C#, C++, Trading Systems, Artificial Intelligence, Agile Methodologies, Software Architectural..., Business Architecture, SOA, OOAD, Order Management, Agile Project Management, Order Management Systems, Execution Management..., FIX, Equities Technology, Fixed Income Technology, Agile, Unified Process, Domain Driven Design, Domain Modeling, Test Driven Development, Continuous Delivery, Technology Management, DDD, EAI, Sybase, Weblogic, System Architecture, Enterprise Software, ClearCase
Education
Loyola Marymount University 1996 — 1999
Master of Science, Computer Science
California State University-Long Beach 1985 — 1993
Bachelor of Science, Computer Science
Capital Group 2014 - Present
Capital Group 2005 - Present
Investment Technology Group, Inc. 2000 - 2005
Investment Technology Group, Inc. 1997 - 2005
Investment Technology Group, Inc. 1994 - 1997
Xerox June 1993 - August 1993
Skills
Enterprise Architecture, Application Architecture, Software Engineering, Software Development, Software Development..., Software Project..., Object Oriented Design, Software Reuse, Design Patterns, Framework Design, TOGAF, RUP, Extreme Programming, Scrum, UML, Java, C#, C++, Trading Systems, Artificial Intelligence, Agile Methodologies, Software Architectural..., Business Architecture, SOA, OOAD, Order Management, Agile Project Management, Order Management Systems, Execution Management..., FIX, Equities Technology, Fixed Income Technology, Agile, Unified Process, Domain Driven Design, Domain Modeling, Test Driven Development, Continuous Delivery, Technology Management, DDD, EAI, Sybase, Weblogic, System Architecture, Enterprise Software, ClearCase
Education
Loyola Marymount University 1996 — 1999
Master of Science, Computer Science
California State University-Long Beach 1985 — 1993
Bachelor of Science, Computer Science
Sheri Brubaker Sheri Brubaker's Capital Group Experience August 2000 - Present
Job Financial Analyst at American Funds
Industry Investment Management
Experience
Capital Group August 2000 - Present
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Corporate Finance, Financial Reporting, Forecasting, Business Analysis, Financial Planning, Budgets, Analysis, Financial Accounting, Microsoft Excel
Education
California State University-Long Beach 1986 — 1988
BA, Psychology / Accounting
University of San Diego 1984 — 1985
Capital Group August 2000 - Present
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Corporate Finance, Financial Reporting, Forecasting, Business Analysis, Financial Planning, Budgets, Analysis, Financial Accounting, Microsoft Excel
Education
California State University-Long Beach 1986 — 1988
BA, Psychology / Accounting
University of San Diego 1984 — 1985
Ruby Yang Ruby Yang's Capital Group Experience April 2014 - January 2015
Job Traffic/Project Manager
Industry Marketing and Advertising
Experience
Capital Group April 2014 - January 2015
The Garage Team Mazda September 2013 - December 2013
Pacific Communications April 2013 - July 2013
The Disney Store June 2012 - November 2012
Studeo Interactive Direct February 2006 - June 2011
Skills
Direct Marketing, Advertising, Packaging, Consumer Products, Print Production, Traffic Management, Project Management, Digital Marketing, Social Media Marketing, Social Networking, Marketing Strategy, Online Marketing, Digital Media
Education
California State University-Fullerton 1999 — 2004
BA, Business Administration- Marketing
Capital Group April 2014 - January 2015
The Garage Team Mazda September 2013 - December 2013
Pacific Communications April 2013 - July 2013
The Disney Store June 2012 - November 2012
Studeo Interactive Direct February 2006 - June 2011
Skills
Direct Marketing, Advertising, Packaging, Consumer Products, Print Production, Traffic Management, Project Management, Digital Marketing, Social Media Marketing, Social Networking, Marketing Strategy, Online Marketing, Digital Media
Education
California State University-Fullerton 1999 — 2004
BA, Business Administration- Marketing
Michael Airhart Michael Airhart's Capital Group Experience January 2015 - Present
Job Client Service Rep. with Capital Group Companies and American Funds
Industry Financial Services
Experience
Capital Group January 2015 - Present
Kohl's Department Stores May 2012 - January 2015
Cold Stone Creamery May 2009 - July 2012
Skills
Leadership, Work Ethic, Public Speaking, Presentations, Writing, Customer Service, Community Service, Community Outreach, Geopolitics, Political Science, History, Creative Writing, Insite, Cashiering, Retail, Merchandising
Education
California State University-Long Beach 2008 — 2013
Bachelor's Degree, History and Political Science, 3.3 GPA
Capital Group January 2015 - Present
Kohl's Department Stores May 2012 - January 2015
Cold Stone Creamery May 2009 - July 2012
Skills
Leadership, Work Ethic, Public Speaking, Presentations, Writing, Customer Service, Community Service, Community Outreach, Geopolitics, Political Science, History, Creative Writing, Insite, Cashiering, Retail, Merchandising
Education
California State University-Long Beach 2008 — 2013
Bachelor's Degree, History and Political Science, 3.3 GPA
Pinal Vora Pinal Vora's Capital Group Experience October 2001 - October 2005
Job Investment Support
Industry Financial Services
Experience
Western Asset Management December 2006 - December 2014
Capital Group October 2001 - October 2005
Education
Cal State Fullerton 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
UC Riverside 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Western Asset Management December 2006 - December 2014
Capital Group October 2001 - October 2005
Education
Cal State Fullerton 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
UC Riverside 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Kay Hughes's Capital Group Experience June 2015 - Present
Job Sr. Human Resources Consultant
Industry Investment Management
Experience
Capital Group June 2015 - Present
Broadcom November 2012 - June 2015
Yahoo! June 2006 - October 2012
Toyota Financial Services 2004 - 2006
Toyota Technical Center, USA 2002 - 2004
Advanced Fresh Concepts 2001 - 2002
Skills
Human Resources, Leadership, Organizational..., Deferred Compensation, Onboarding, Talent Management, Employee Relations, Workforce Planning, Succession Planning, HR Policies, Applicant Tracking..., Management, Performance Management, Employee Engagement, Organizational..., Immigration Law, Compliance, Project Management, Leadership Development, Career Development, Coaching, Consulting, Certified Leadership...
Education
California State University-Long Beach
BA
Capital Group June 2015 - Present
Broadcom November 2012 - June 2015
Yahoo! June 2006 - October 2012
Toyota Financial Services 2004 - 2006
Toyota Technical Center, USA 2002 - 2004
Advanced Fresh Concepts 2001 - 2002
Skills
Human Resources, Leadership, Organizational..., Deferred Compensation, Onboarding, Talent Management, Employee Relations, Workforce Planning, Succession Planning, HR Policies, Applicant Tracking..., Management, Performance Management, Employee Engagement, Organizational..., Immigration Law, Compliance, Project Management, Leadership Development, Career Development, Coaching, Consulting, Certified Leadership...
Education
California State University-Long Beach
BA
Clementine Ngo-Anh Clementine Ngo-Anh's Capital Group Experience March 2014 - January 2015
Job Recruiting Coordinator at Salesforce
Industry Human Resources
Experience
Salesforce February 2015 - Present
Capital Group March 2014 - January 2015
Pacific Sunwear October 2013 - December 2013
iBank August 2013 - October 2013
Joe's Crab Shack June 2008 - August 2013
Magnolia Regional Medical Center May 2009 - April 2010
Skills
Time Management, Leadership, Recruiting, Event Planning, Training, Microsoft Office, Microsoft Excel, Microsoft Word, Talent Acquisition, PowerPoint, Customer Service, Social Networking, Sales, Marketing, Research, Customer Satisfaction, Social Media, Public Speaking, Event Management, English, Social Media Marketing, Retail, Inventory Management, Teamwork, Advertising, Data Entry, Management, Employee Relations, Team Leadership, Interviews, Human Resources, Editing, Access, Project Management, Strategic Planning, Outlook, Public Relations, Hiring, Marketing Strategy, Applicant Tracking..., Scheduling
Education
California State University-Long Beach
Bachelor of Science (B.S.), Human Resources Management
Oxford Academy
Salesforce February 2015 - Present
Capital Group March 2014 - January 2015
Pacific Sunwear October 2013 - December 2013
iBank August 2013 - October 2013
Joe's Crab Shack June 2008 - August 2013
Magnolia Regional Medical Center May 2009 - April 2010
Skills
Time Management, Leadership, Recruiting, Event Planning, Training, Microsoft Office, Microsoft Excel, Microsoft Word, Talent Acquisition, PowerPoint, Customer Service, Social Networking, Sales, Marketing, Research, Customer Satisfaction, Social Media, Public Speaking, Event Management, English, Social Media Marketing, Retail, Inventory Management, Teamwork, Advertising, Data Entry, Management, Employee Relations, Team Leadership, Interviews, Human Resources, Editing, Access, Project Management, Strategic Planning, Outlook, Public Relations, Hiring, Marketing Strategy, Applicant Tracking..., Scheduling
Education
California State University-Long Beach
Bachelor of Science (B.S.), Human Resources Management
Oxford Academy
William Bryan William Bryan's Capital Group Experience July 1989 - March 2011
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2013 - Present
Edward Jones May 2011 - April 2013
Capital Group July 1989 - March 2011
Education
California State University-Fullerton 1985 — 1989
Bachelor of Arts (B.A.), Business/Managerial Economics
LPL Financial May 2013 - Present
Edward Jones May 2011 - April 2013
Capital Group July 1989 - March 2011
Education
California State University-Fullerton 1985 — 1989
Bachelor of Arts (B.A.), Business/Managerial Economics
Jack Tutundjian, CFA Jack Tutundjian, CFA's Capital Group Experience April 2007 - Present
Job Investment Analyst Fixed Income
Industry Investment Management
Experience
Capital Group April 2007 - Present
Capital Group June 2004 - April 2007
Skills
Investments, Fixed Income, Investment Management, Valuation, Municipal Bonds, Financial Modeling, Tableau, Data Analysis, Asset Management, Bonds, Financial Analysis, Real Estate, Bloomberg, Alternative Investments, Hedge Funds, Distressed Debt, Real Estate...
Education
California State University-Long Beach 1999 — 2004
Bachelor of Science (B.S.), Finance, General
Capital Group April 2007 - Present
Capital Group June 2004 - April 2007
Skills
Investments, Fixed Income, Investment Management, Valuation, Municipal Bonds, Financial Modeling, Tableau, Data Analysis, Asset Management, Bonds, Financial Analysis, Real Estate, Bloomberg, Alternative Investments, Hedge Funds, Distressed Debt, Real Estate...
Education
California State University-Long Beach 1999 — 2004
Bachelor of Science (B.S.), Finance, General
Dillion Applen Dillion Applen's Capital Group Experience April 2015 - Present
Job Risk and Compliance Project Manager at Capital Group
Industry Investment Management
Experience
Capital Group April 2015 - Present
Capital Group October 2011 - March 2015
Capital Group October 2008 - September 2011
American Funds March 2008 - September 2008
American Funds January 2006 - February 2008
American Funds March 2005 - December 2005
American Funds November 2003 - March 2005
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA, Investments and Financial Markets
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2003
BA, Information Systems and Decision Sciences
Capital Group April 2015 - Present
Capital Group October 2011 - March 2015
Capital Group October 2008 - September 2011
American Funds March 2008 - September 2008
American Funds January 2006 - February 2008
American Funds March 2005 - December 2005
American Funds November 2003 - March 2005
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA, Investments and Financial Markets
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2003
BA, Information Systems and Decision Sciences
Victoria (Ablott) Reynolds Victoria (Ablott) Reynolds's Capital Group Experience August 2004 - April 2007
Job
Industry Real Estate
Experience
The Rader Company April 2007 - Present
Capital Group August 2004 - April 2007
Sony Pictures Digital 2000 - 2004
Sony Pictures 1991 - 2004
Skills
Facilities Management, Customer Service, Employee Relations, Real Estate, Strategic Planning, System Administration, Budgets, Vendor Management, Contract Negotiation, Operations Management, Leadership, Proofreading, Outlook, Management, Process Scheduler, Team Building, Project Management, Training, Leases, Administration
Education
California State University-Long Beach 1989 — 1995
BA, History
CSU Long Beach
History
The Rader Company April 2007 - Present
Capital Group August 2004 - April 2007
Sony Pictures Digital 2000 - 2004
Sony Pictures 1991 - 2004
Skills
Facilities Management, Customer Service, Employee Relations, Real Estate, Strategic Planning, System Administration, Budgets, Vendor Management, Contract Negotiation, Operations Management, Leadership, Proofreading, Outlook, Management, Process Scheduler, Team Building, Project Management, Training, Leases, Administration
Education
California State University-Long Beach 1989 — 1995
BA, History
CSU Long Beach
History
Mitch Mohlman Mitch Mohlman's Capital Group Experience February 2014 - Present
Job Manager, Core Systems Engineering at Capital Group
Industry Information Technology and Services
Experience
Capital Group February 2014 - Present
Capital Group August 2013 - January 2014
Capital Group April 2010 - July 2013
Capital Group June 2009 - May 2010
Capital Group November 2007 - June 2009
Capital Group March 2005 - November 2007
Capital Group December 1993 - March 2005
Chevron March 1984 - December 1993
Skills
Solaris, Unix, Disaster Recovery, NetApp, Red Hat Linux, SAN, Storage, Cluster, Information Technology, Unix Shell Scripting, Business Continuity, Management, VMware ESX, High Availability, Brocade, NAS, Veritas Cluster Server, Mac OS X, SharePoint, HP-UX, Enterprise Architecture
Education
California State University-Fullerton - College of Business and Economics 1990 — 1996
Economics, Economics & Business
Capital Group February 2014 - Present
Capital Group August 2013 - January 2014
Capital Group April 2010 - July 2013
Capital Group June 2009 - May 2010
Capital Group November 2007 - June 2009
Capital Group March 2005 - November 2007
Capital Group December 1993 - March 2005
Chevron March 1984 - December 1993
Skills
Solaris, Unix, Disaster Recovery, NetApp, Red Hat Linux, SAN, Storage, Cluster, Information Technology, Unix Shell Scripting, Business Continuity, Management, VMware ESX, High Availability, Brocade, NAS, Veritas Cluster Server, Mac OS X, SharePoint, HP-UX, Enterprise Architecture
Education
California State University-Fullerton - College of Business and Economics 1990 — 1996
Economics, Economics & Business
Taylor Jarrett Taylor Jarrett's Capital Group Experience January 2011 - August 2013
Job Freelance Furniture Designer and Builder at Self Employed
Industry Investment Management
Experience
North Star Cabinet Construction June 2015 - Present
Self Employed August 2013 - Present
Capital Group January 2011 - August 2013
Hansen Chiropractic July 2008 - June 2010
Graphitti Designs March 2005 - May 2010
BambooSk8 July 2008 - October 2008
Skills
Customer Service, Woodworking, acrylic solid surface..., Cabinetry, Countertops, Composite Applications, powertool operation, Routers, Measurement Tools, Hand Finishing, Custom Furniture, Staining, Veneers, Wood Turning, Leadership, Milling, Carpentry, Editing, Fine Woodworking, Casegoods, Management
Education
Cerritos College 2013 — 2015
Woodworking - Furniture/ Cabinet design and manufacturing
Cerritos College 2014 — 2014
Certificate of Completion, Composites Fabrication
California State University-Fullerton 2005 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
North Star Cabinet Construction June 2015 - Present
Self Employed August 2013 - Present
Capital Group January 2011 - August 2013
Hansen Chiropractic July 2008 - June 2010
Graphitti Designs March 2005 - May 2010
BambooSk8 July 2008 - October 2008
Skills
Customer Service, Woodworking, acrylic solid surface..., Cabinetry, Countertops, Composite Applications, powertool operation, Routers, Measurement Tools, Hand Finishing, Custom Furniture, Staining, Veneers, Wood Turning, Leadership, Milling, Carpentry, Editing, Fine Woodworking, Casegoods, Management
Education
Cerritos College 2013 — 2015
Woodworking - Furniture/ Cabinet design and manufacturing
Cerritos College 2014 — 2014
Certificate of Completion, Composites Fabrication
California State University-Fullerton 2005 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Krystal Salaets Krystal Salaets's Capital Group Experience September 2014 - Present
Job Capital Group
Industry Financial Services
Experience
Capital Group September 2014 - Present
Capital Group November 2011 - August 2014
Mass Connections April 2011 - November 2011
Mass Connections August 2010 - April 2011
Mass Connections August 2009 - August 2010
Education
California State University-Fullerton 2005 — 2010
BA in Business Administration, Emphasis in Marketing, Professional Sales
Capital Group September 2014 - Present
Capital Group November 2011 - August 2014
Mass Connections April 2011 - November 2011
Mass Connections August 2010 - April 2011
Mass Connections August 2009 - August 2010
Education
California State University-Fullerton 2005 — 2010
BA in Business Administration, Emphasis in Marketing, Professional Sales
Katherine Nishi, SPHR's Capital Group Experience May 2015 - Present
Job Talent Acquisition Operations Manager at Capital Group
Industry Financial Services
Experience
Capital Group May 2015 - Present
Education
Chapman University 2005 — 2008
Masters
California State University-Long Beach 1997 — 1999
BA
Capital Group May 2015 - Present
Education
Chapman University 2005 — 2008
Masters
California State University-Long Beach 1997 — 1999
BA
Beth Ritchie SPHR's Capital Group Experience November 2012 - Present
Job Senior HR Consultant at Capital Group
Industry Investment Management
Experience
Capital Group November 2012 - Present
Capital Group June 2010 - November 2012
Capital Group June 2007 - June 2010
The Capital Group Companies January 1998 - 2007
Toyota Motor Sales June 1996 - January 1998
Toyota Motor Sales January 1994 - January 1996
Toyota Motor Sales June 1992 - January 1994
Mexican Restaurant January 1987 - January 1992
Skills
Relationship Management, Employee Relations, Performance Management, Workforce Planning, Succession Planning, Sourcing, Technical Recruiting, Employee Benefits, Employee Engagement, Organizational..., Change Management, Process Improvement, Temporary Placement, Job Analysis, Talent Management, College Recruiting, Onboarding, Recruiting, Interviews, Human Resources, Training, Talent Acquisition
Education
California State University-Long Beach 1989 — 1992
Bachelor's degree, English Language and Literature, General
Capital Group November 2012 - Present
Capital Group June 2010 - November 2012
Capital Group June 2007 - June 2010
The Capital Group Companies January 1998 - 2007
Toyota Motor Sales June 1996 - January 1998
Toyota Motor Sales January 1994 - January 1996
Toyota Motor Sales June 1992 - January 1994
Mexican Restaurant January 1987 - January 1992
Skills
Relationship Management, Employee Relations, Performance Management, Workforce Planning, Succession Planning, Sourcing, Technical Recruiting, Employee Benefits, Employee Engagement, Organizational..., Change Management, Process Improvement, Temporary Placement, Job Analysis, Talent Management, College Recruiting, Onboarding, Recruiting, Interviews, Human Resources, Training, Talent Acquisition
Education
California State University-Long Beach 1989 — 1992
Bachelor's degree, English Language and Literature, General
Rob McDiarmid's Capital Group Experience February 2012 - June 2012
Job Technical Writer / Bus Analyst at iHerb
Industry Information Technology and Services
Experience
iHerb June 2012 - May 2015
Capital Group February 2012 - June 2012
PIMCO July 2010 - December 2011
Westfield October 2009 - July 2010
Toastmasters International November 2008 - February 2009
American Honda Motor Company, Inc. May 2008 - October 2008
Yahoo April 2007 - February 2008
Ameriquest Mortgage September 2003 - March 2007
Skills
Software Documentation, Technical Writing, RoboHelp, SnagIt, Online Help, Microsoft Word, Visio, User Assistance, Business Analysis, Documentation, Project Management, Agile Methodologies, Management, Content Management, Databases, JavaScript, SharePoint, HTML, Instructional Design, Adobe Acrobat, Editing, FrameMaker
Education
California State University-Long Beach 1997 — 2001
Single Subject Teaching Credential, English Education
California State University-Long Beach 1995 — 1997
Bachelor of Arts (BA), English Literature
iHerb June 2012 - May 2015
Capital Group February 2012 - June 2012
PIMCO July 2010 - December 2011
Westfield October 2009 - July 2010
Toastmasters International November 2008 - February 2009
American Honda Motor Company, Inc. May 2008 - October 2008
Yahoo April 2007 - February 2008
Ameriquest Mortgage September 2003 - March 2007
Skills
Software Documentation, Technical Writing, RoboHelp, SnagIt, Online Help, Microsoft Word, Visio, User Assistance, Business Analysis, Documentation, Project Management, Agile Methodologies, Management, Content Management, Databases, JavaScript, SharePoint, HTML, Instructional Design, Adobe Acrobat, Editing, FrameMaker
Education
California State University-Long Beach 1997 — 2001
Single Subject Teaching Credential, English Education
California State University-Long Beach 1995 — 1997
Bachelor of Arts (BA), English Literature
Tim Stone, CFA's Capital Group Experience January 2008 - March 2014
Job Managing Partner at Stone Financial Associates, Inc
Industry Financial Services
Experience
Stone Financial Associates, Inc 2014 - Present
Capital Group January 2008 - March 2014
Stone Financial Associates, Inc 2006 - 2008
Fuel Systems Solutions, Inc. 2002 - 2006
Skills
Financial Analysis, Forecasting, Financial Reporting, Mergers, Cash Management, Process Improvement, Accounting, Internal Controls, Budgets, Sarbanes-Oxley, Business Analysis, Financial Modeling, Strategic Planning, Business Strategy
Education
University of Southern California - Marshall School of Business 1992 — 1994
Master of Business Administration (MBA), Finance and economic policy
California State University-Long Beach 1986 — 1988
Bachelors, Business Administration
Stone Financial Associates, Inc 2014 - Present
Capital Group January 2008 - March 2014
Stone Financial Associates, Inc 2006 - 2008
Fuel Systems Solutions, Inc. 2002 - 2006
Skills
Financial Analysis, Forecasting, Financial Reporting, Mergers, Cash Management, Process Improvement, Accounting, Internal Controls, Budgets, Sarbanes-Oxley, Business Analysis, Financial Modeling, Strategic Planning, Business Strategy
Education
University of Southern California - Marshall School of Business 1992 — 1994
Master of Business Administration (MBA), Finance and economic policy
California State University-Long Beach 1986 — 1988
Bachelors, Business Administration
Travis Harlan's Capital Group Experience September 2012 - Present
Job Manager, Compliance & Operational Risk at Capital Group
Industry Investment Management
Experience
Capital Group September 2012 - Present
Capital Group April 2009 - August 2012
Capital Group October 2005 - March 2009
National Services Group January 2003 - September 2005
Skills
Mutual Funds, Fair Value, Equity Capital Markets, Private Equity, Private Placements, Valuation, Business Valuation, SEC compliance, Compliance Management, Risk Management, Equities, SEC, Asset Management, Financial Analysis, Alternative Investments, Fixed Income, Securities, Bloomberg, Finance, Hedge Funds, Corporate Finance, Financial Modeling, Financial Statements, Fund Accounting, Investments
Education
California State University-Fullerton - College of Business and Economics 2007 — 2010
MBA
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2003
BS, Business Administration (emphasis in Finance)
United States Air Force Academy 1999 — 2001
Capital Group September 2012 - Present
Capital Group April 2009 - August 2012
Capital Group October 2005 - March 2009
National Services Group January 2003 - September 2005
Skills
Mutual Funds, Fair Value, Equity Capital Markets, Private Equity, Private Placements, Valuation, Business Valuation, SEC compliance, Compliance Management, Risk Management, Equities, SEC, Asset Management, Financial Analysis, Alternative Investments, Fixed Income, Securities, Bloomberg, Finance, Hedge Funds, Corporate Finance, Financial Modeling, Financial Statements, Fund Accounting, Investments
Education
California State University-Fullerton - College of Business and Economics 2007 — 2010
MBA
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2003
BS, Business Administration (emphasis in Finance)
United States Air Force Academy 1999 — 2001
Richard Moraga, MBA, CPA's Capital Group Experience May 2010 - Present
Job Private Equity Senior Financial Operations Analyst at Capital Group
Industry Investment Management
Experience
Capital Group May 2010 - Present
Pacific Corporate Group September 2008 - May 2010
United Western Bancorp, Inc September 2006 - September 2008
Archstone-Smith May 2005 - September 2006
KPMG LLP 2003 - 2005
Ministry Partners Investment Company, LLC 2000 - 2003
Skills
Financial Statements, Financial Accounting, Auditing, Variance Analysis, Private Equity, Risk Management, Process Improvement, Forecasting, Finance, Cash Management, US GAAP, Corporate Finance, Internal Audit, Cash Flow, Mergers & Acquisitions, Financial Analysis, Due Diligence, Accounting, Financial Modeling, Financial Reporting
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
California State University-Fullerton, Mihaylo College of Business and Economics
Business Administration, Accounting
Capital Group May 2010 - Present
Pacific Corporate Group September 2008 - May 2010
United Western Bancorp, Inc September 2006 - September 2008
Archstone-Smith May 2005 - September 2006
KPMG LLP 2003 - 2005
Ministry Partners Investment Company, LLC 2000 - 2003
Skills
Financial Statements, Financial Accounting, Auditing, Variance Analysis, Private Equity, Risk Management, Process Improvement, Forecasting, Finance, Cash Management, US GAAP, Corporate Finance, Internal Audit, Cash Flow, Mergers & Acquisitions, Financial Analysis, Due Diligence, Accounting, Financial Modeling, Financial Reporting
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
California State University-Fullerton, Mihaylo College of Business and Economics
Business Administration, Accounting
Scott Hirschbein's Capital Group Experience 1986 - 1990
Job Print Sales Executive with 25 years in the business of print
Industry Marketing and Advertising
Experience
Quad/Graphics June 2015 - Present
Pennysaver USA Marketing and Advertising January 1991 - May 2015
Harte Hanks Shoppers January 1991 - December 2008
capital group 1986 - 1990
Skills
New Business Development, Sales Management, Strategy, Social Media Marketing, SEM, Direct Marketing, Marketing Strategy, PPC, Lead Generation, Advertising, Recruiting, Account Management, Advertising Sales, Marketing, Email Marketing, Online Advertising, B2B, Customer Service, Digital Marketing, Direct Mail, Mobile Marketing, Sales
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1985 — 1989
Business, Management, Marketing, and Related Support Services
Quad/Graphics June 2015 - Present
Pennysaver USA Marketing and Advertising January 1991 - May 2015
Harte Hanks Shoppers January 1991 - December 2008
capital group 1986 - 1990
Skills
New Business Development, Sales Management, Strategy, Social Media Marketing, SEM, Direct Marketing, Marketing Strategy, PPC, Lead Generation, Advertising, Recruiting, Account Management, Advertising Sales, Marketing, Email Marketing, Online Advertising, B2B, Customer Service, Digital Marketing, Direct Mail, Mobile Marketing, Sales
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1985 — 1989
Business, Management, Marketing, and Related Support Services
John Redden's Capital Group Experience 1996 - 2003
Job Manager of Java Beans and Bugs.
Industry Farming
Experience
South Kona Farms March 2011 - Present
PriceGrabber.com May 2013 - October 2014
matrix-consultants.com 1994 - May 2013
grindr/blendr llc 2011 - 2012
capital group 1996 - 2003
ICL Fujitsu 1991 - 1993
TTI 1986 - 1990
Citigroup/Citibank 1986 - 1990
Citicorp / Transaction Technology Inc. 1985 - 1990
honeywell ladc 1981 - 1985
Skills
Java, XML, Linux, HTML, Spring, SQL, JavaScript, Hibernate, Databases, JSP, MySQL, J2EE, Eclipse, Software Development, Web Services, Agile Methodologies, AJAX, Java Enterprise Edition, Perl, Apache, C++, jQuery, Subversion, Testing, Oracle, Web Development, Microsoft SQL Server, PHP, Web Applications, C, CSS, Cloud Computing, Mobile Applications, Tomcat, Visual Basic, CMS, Git, Unix, Programming, TCP/IP, Enterprise Architecture
Education
Loyola Marymount University 1977 — 1980
Master of Science (MS), Computer Science
California State University-Long Beach 1964 — 1970
BA, History
South Kona Farms March 2011 - Present
PriceGrabber.com May 2013 - October 2014
matrix-consultants.com 1994 - May 2013
grindr/blendr llc 2011 - 2012
capital group 1996 - 2003
ICL Fujitsu 1991 - 1993
TTI 1986 - 1990
Citigroup/Citibank 1986 - 1990
Citicorp / Transaction Technology Inc. 1985 - 1990
honeywell ladc 1981 - 1985
Skills
Java, XML, Linux, HTML, Spring, SQL, JavaScript, Hibernate, Databases, JSP, MySQL, J2EE, Eclipse, Software Development, Web Services, Agile Methodologies, AJAX, Java Enterprise Edition, Perl, Apache, C++, jQuery, Subversion, Testing, Oracle, Web Development, Microsoft SQL Server, PHP, Web Applications, C, CSS, Cloud Computing, Mobile Applications, Tomcat, Visual Basic, CMS, Git, Unix, Programming, TCP/IP, Enterprise Architecture
Education
Loyola Marymount University 1977 — 1980
Master of Science (MS), Computer Science
California State University-Long Beach 1964 — 1970
BA, History
Al Schade's Capital Group Experience Sr Project SupportPricewaterhouseCoopers2005 - Present
Job BSA at Capital Group
Industry Financial Services
Experience
Capital Group Sr Project SupportPricewaterhouseCoopers2005 - Present
IBM 2002 - 2005
The Walt Disney Company 2002 - 2004
Education
California State University-Long Beach 1988 — 1994
Capital Group Sr Project SupportPricewaterhouseCoopers2005 - Present
IBM 2002 - 2005
The Walt Disney Company 2002 - 2004
Education
California State University-Long Beach 1988 — 1994
Andrea Buckley's Capital Group Experience 1999 - 2001
Job Helping Buyers and Sellers in the Real Estate Community for 14+ years
Industry Real Estate
Experience
RE/MAX OCE December 2002 - Present
Prudential California Realty 2000 - 2002
Capital Group 1999 - 2001
The Walt Disney Company 1996 - 1998
Disneyland Resort May 1990 - June 1996
Skills
Sales, Short Sales, REO, First Time Home Buyers, Sellers, Residential Homes, Loans, Contract Negotiation, Referrals, Buyers, Selling, FHA, Refinance, Buyer Representation, Relocation, Real Estate, Negotiation, Investment Properties, Residential Mortgages, Mortgage Lending, Single Family Homes, New Home Sales, Condos, Investors, Real Property, Foreclosures
Education
California State University-Fullerton - College of Business and Economics 1994 — 1996
Bachelor's degree, Business Management
Orangeview Junior High
Western High School
RE/MAX OCE December 2002 - Present
Prudential California Realty 2000 - 2002
Capital Group 1999 - 2001
The Walt Disney Company 1996 - 1998
Disneyland Resort May 1990 - June 1996
Skills
Sales, Short Sales, REO, First Time Home Buyers, Sellers, Residential Homes, Loans, Contract Negotiation, Referrals, Buyers, Selling, FHA, Refinance, Buyer Representation, Relocation, Real Estate, Negotiation, Investment Properties, Residential Mortgages, Mortgage Lending, Single Family Homes, New Home Sales, Condos, Investors, Real Property, Foreclosures
Education
California State University-Fullerton - College of Business and Economics 1994 — 1996
Bachelor's degree, Business Management
Orangeview Junior High
Western High School
Jared Danbara's Capital Group Experience May 2011 - Present
Job Finance & Accounting at Capital Group
Industry Investment Management
Experience
Capital Group May 2011 - Present
Beckman Coulter July 2009 - May 2011
Deloitte & Touche 2003 - 2009
Education
California State University-Long Beach 2001 — 2003
Accounting
Capital Group May 2011 - Present
Beckman Coulter July 2009 - May 2011
Deloitte & Touche 2003 - 2009
Education
California State University-Long Beach 2001 — 2003
Accounting
Casey Shay's Capital Group Experience October 2014 - April 2015
Job Finance Manager at Esterline Power Systems (Leach)
Industry Aviation & Aerospace
Experience
Esterline Power Systems (Leach) May 2015 - Present
Capital Group October 2014 - April 2015
Broadcom March 2011 - September 2014
Panasonic Avionics Corporation October 2008 - March 2011
Apria Healthcare July 2007 - October 2008
Trizetto October 2004 - June 2007
Skills
Cost Accounting, Analysis, Managerial Finance, Capital Budgeting, General Ledger, Strategic Planning, Account Reconciliation, Auditing, Accounts Receivable, Pricing, P&L, Business Planning, Supply Chain, Training, SAP, Executive Management, Financial Forecasting, Process Improvement
Education
California State University-Fullerton - College of Business and Economics
Master of Business Administration (MBA)
California State University-Fullerton - College of Business and Economics
Bachelor of Arts (BA), Business Administration
Esterline Power Systems (Leach) May 2015 - Present
Capital Group October 2014 - April 2015
Broadcom March 2011 - September 2014
Panasonic Avionics Corporation October 2008 - March 2011
Apria Healthcare July 2007 - October 2008
Trizetto October 2004 - June 2007
Skills
Cost Accounting, Analysis, Managerial Finance, Capital Budgeting, General Ledger, Strategic Planning, Account Reconciliation, Auditing, Accounts Receivable, Pricing, P&L, Business Planning, Supply Chain, Training, SAP, Executive Management, Financial Forecasting, Process Improvement
Education
California State University-Fullerton - College of Business and Economics
Master of Business Administration (MBA)
California State University-Fullerton - College of Business and Economics
Bachelor of Arts (BA), Business Administration
Marc Bolton's Capital Group Experience June 2008 - Present
Job Application Developer at Capital Group
Industry Information Technology and Services
Experience
Capital Group June 2008 - Present
Tega Technologies December 2007 - February 2008
Card Express International April 2007 - December 2007
BowTie Inc. November 2004 - April 2007
GE Monitoring Automation Systems November 1998 - 2004
International Jet Sports Boating Association (IJSBA) August 1995 - September 1998
Skills
SQL, Database Design, Microsoft SQL Server, Database Triggers, Databases, T-SQL, XML, Views, Disaster Recovery, SSRS, SSIS, ETL, Software Documentation
Education
University of California, Irvine 2002 — 2003
Extension Courses
California State University-Fullerton - College of Business and Economics 1989 — 1991
BA, Marketing and Advertising
Capital Group June 2008 - Present
Tega Technologies December 2007 - February 2008
Card Express International April 2007 - December 2007
BowTie Inc. November 2004 - April 2007
GE Monitoring Automation Systems November 1998 - 2004
International Jet Sports Boating Association (IJSBA) August 1995 - September 1998
Skills
SQL, Database Design, Microsoft SQL Server, Database Triggers, Databases, T-SQL, XML, Views, Disaster Recovery, SSRS, SSIS, ETL, Software Documentation
Education
University of California, Irvine 2002 — 2003
Extension Courses
California State University-Fullerton - College of Business and Economics 1989 — 1991
BA, Marketing and Advertising
Sisong Syharath's Capital Group Experience 2007 - 2007
Job Client Billing Supervisor at Allianz Asset Management
Industry Investment Management
Experience
Allianz Asset Management November 2007 - Present
Capital Group 2007 - 2007
State Street Bank 2002 - 2007
Education
California State University-Fullerton 1996 — 2002
Bachelors, Business Administration w/ emphasis in Accounting
Allianz Asset Management November 2007 - Present
Capital Group 2007 - 2007
State Street Bank 2002 - 2007
Education
California State University-Fullerton 1996 — 2002
Bachelors, Business Administration w/ emphasis in Accounting
Maryann Zucchero's Capital Group Experience 2003 - 2005
Job Sr, HR Consultant SPHR
Industry Insurance
Experience
AAA Texas January 2009 - Present
Dimont & Associates 2007 - 2008
Capital Group 2003 - 2005
Education
California State University-Fullerton 1987 — 1993
AAA Texas January 2009 - Present
Dimont & Associates 2007 - 2008
Capital Group 2003 - 2005
Education
California State University-Fullerton 1987 — 1993
Dawn Oswald's Capital Group Experience April 2015 - Present
Job Fixed Income Valuation Analyst at Capital Group
Industry Financial Services
Experience
Capital Group April 2015 - Present
Capital Group January 2010 - April 2015
Capital Group July 2007 - January 2010
Capital Group September 2003 - June 2007
Benfield June 2002 - July 2003
Skills
Investments, Valuation, Mutual Funds, Analysis, Program Management, Fixed Income, Equities, Business Continuity, Corporate Actions, Asset Management, Financial Analysis, Financial Risk, Bloomberg, Pricing, Portfolio Management, Process Improvement
Education
California State University-Fullerton - College of Business and Economics 2012 — 2014
Master of Business Administration (MBA)
University of MN, Morris 1998 — 2002
Bachelor of Arts (BA), Economics and Management
Capital Group April 2015 - Present
Capital Group January 2010 - April 2015
Capital Group July 2007 - January 2010
Capital Group September 2003 - June 2007
Benfield June 2002 - July 2003
Skills
Investments, Valuation, Mutual Funds, Analysis, Program Management, Fixed Income, Equities, Business Continuity, Corporate Actions, Asset Management, Financial Analysis, Financial Risk, Bloomberg, Pricing, Portfolio Management, Process Improvement
Education
California State University-Fullerton - College of Business and Economics 2012 — 2014
Master of Business Administration (MBA)
University of MN, Morris 1998 — 2002
Bachelor of Arts (BA), Economics and Management
Tamer Ibrahim, CPA, MBA's Capital Group Experience June 2013 - Present
Job Experienced Finance & Accounting Professional
Industry Information Services
Experience
Capital Group June 2013 - Present
Experian January 2011 - May 2013
Agility Logistics February 2008 - January 2011
Pulte Homes August 2005 - February 2008
Skills
Financial Reporting, Financial Analysis, Variance Analysis, Forecasting, Accounting, Financial Accounting, General Ledger, Hyperion Enterprise, Sarbanes-Oxley Act, Financial Modeling, SAP BW, IT Budgeting, Data Warehousing, Analysis, Budgets, Strategic Financial..., Finance, IFRS, GAAP, Hyperion, Financial Planning
Education
California State University-Long Beach 2005 — 2008
MBA, Finance
Capital Group June 2013 - Present
Experian January 2011 - May 2013
Agility Logistics February 2008 - January 2011
Pulte Homes August 2005 - February 2008
Skills
Financial Reporting, Financial Analysis, Variance Analysis, Forecasting, Accounting, Financial Accounting, General Ledger, Hyperion Enterprise, Sarbanes-Oxley Act, Financial Modeling, SAP BW, IT Budgeting, Data Warehousing, Analysis, Budgets, Strategic Financial..., Finance, IFRS, GAAP, Hyperion, Financial Planning
Education
California State University-Long Beach 2005 — 2008
MBA, Finance
Ken Douangsitthi's Capital Group Experience 1997 - 2011
Job Assistant Vice President Fund Business Management Group, Capital Research and Management Co.
Industry Investment Management
Experience
Capital Research and Management Company October 1999 - Present
Capital Group 1997 - 2011
Capital Group April 1997 - October 1999
The Griffin Funds January 1995 - April 1997
The Pilgrim Group 1993 - 1995
Skills
Compliance, Mutual Funds, Fixed Income, Equities, Asset Management, Accounting, Investment Management, Investments, Financial Services, Securities, FINRA, Risk Management, Series 7, Banking, Management
Education
California State University-Fullerton - College of Business and Economics 1987 — 1992
BS, Business Administration - Finance
Capital Research and Management Company October 1999 - Present
Capital Group 1997 - 2011
Capital Group April 1997 - October 1999
The Griffin Funds January 1995 - April 1997
The Pilgrim Group 1993 - 1995
Skills
Compliance, Mutual Funds, Fixed Income, Equities, Asset Management, Accounting, Investment Management, Investments, Financial Services, Securities, FINRA, Risk Management, Series 7, Banking, Management
Education
California State University-Fullerton - College of Business and Economics 1987 — 1992
BS, Business Administration - Finance
Stacey Girty's Capital Group Experience 1998 - 1999
Job Preschool Teacher
Industry Executive Office
Experience
Capital Group 1998 - 1999
Habitat for Humanity September 1997 - May 1998
Ingram Micro May 1996 - August 1997
Education
California State University-Fullerton 1991 — 1996
Bachelor Arts, Psychology
Capital Group 1998 - 1999
Habitat for Humanity September 1997 - May 1998
Ingram Micro May 1996 - August 1997
Education
California State University-Fullerton 1991 — 1996
Bachelor Arts, Psychology
Ray Carter's Capital Group Experience April 2005 - Present
Job Senior Portfolio Analyst / Project Lead
Industry Investment Management
Experience
Capital Group April 2005 - Present
California First National Bancorp 2004 - 2005
Steiner Leisure Limited 2002 - 2004
Starbucks Coffee Company 1996 - 2002
Skills
Mac/PC Proficient, Microsoft Office, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Forecasting, Customer Service, Process Improvement, Financial Reporting, Management, Team Building, Strategic Planning, Lotus Notes, Coaching, Team Leadership, Training, Finance, Time Management, Financial Statements, Program Management, General Ledger, Business Analysis, Investments, Data Analysis, Fund Accounting, Fixed Income, Banking, Portfolio Management, Analysis, Corporate Actions, Financial Modeling, Valuation, Account Reconciliation, Securities, Project Planning, Financial Accounting, Outlook, Internal Controls, Equities, Asset Management, Auditing, Strategic Financial..., Mutual Funds, Bloomberg, SEC filings, Risk Management, Investment Management, Financial Statement...
Education
California State University-Fullerton - College of Business and Economics 1997 — 2002
Bachelor of the Arts, Finance
Capital Group April 2005 - Present
California First National Bancorp 2004 - 2005
Steiner Leisure Limited 2002 - 2004
Starbucks Coffee Company 1996 - 2002
Skills
Mac/PC Proficient, Microsoft Office, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Forecasting, Customer Service, Process Improvement, Financial Reporting, Management, Team Building, Strategic Planning, Lotus Notes, Coaching, Team Leadership, Training, Finance, Time Management, Financial Statements, Program Management, General Ledger, Business Analysis, Investments, Data Analysis, Fund Accounting, Fixed Income, Banking, Portfolio Management, Analysis, Corporate Actions, Financial Modeling, Valuation, Account Reconciliation, Securities, Project Planning, Financial Accounting, Outlook, Internal Controls, Equities, Asset Management, Auditing, Strategic Financial..., Mutual Funds, Bloomberg, SEC filings, Risk Management, Investment Management, Financial Statement...
Education
California State University-Fullerton - College of Business and Economics 1997 — 2002
Bachelor of the Arts, Finance
Charlene Aguilar's Capital Group Experience 1993 - 1997
Job Banking Operations and Service Manager at Bankruptcy Management Solutions, Inc
Industry Information Technology and Services
Experience
BMS Bankruptcy Management Solutions, Inc. 2010 - Present
State Street IMS March 2002 - May 2010
JPMorgan Chase 2000 - 2002
Fidelity Investments 1997 - 2000
Capital Group 1993 - 1997
Skills
Financial Services, Securities, Corporate Actions, Bloomberg, Fixed Income, Asset Management, Software Development, Process Improvement, Derivatives, SWIFT messaging, Management, Customer Service, Financial Analysis, Business Analysis, Mutual Funds, Banking, Equities, Back Office
Education
California State University-Long Beach 1984 — 1989
Bachelor of Science, Business Administration
BMS Bankruptcy Management Solutions, Inc. 2010 - Present
State Street IMS March 2002 - May 2010
JPMorgan Chase 2000 - 2002
Fidelity Investments 1997 - 2000
Capital Group 1993 - 1997
Skills
Financial Services, Securities, Corporate Actions, Bloomberg, Fixed Income, Asset Management, Software Development, Process Improvement, Derivatives, SWIFT messaging, Management, Customer Service, Financial Analysis, Business Analysis, Mutual Funds, Banking, Equities, Back Office
Education
California State University-Long Beach 1984 — 1989
Bachelor of Science, Business Administration
Brandon Keller's Capital Group Experience February 2011 - Present
Job Capital Group Companies
Industry Accounting
Experience
Capital Group February 2011 - Present
SA Recycling, LLC December 2008 - February 2011
Deloitte & Touche September 2001 - November 2008
Agopian & Sasaki 1999 - 2001
Education
California State University-Long Beach - College of Business Administration 1998 — 2001
Bachelor of Science, Accounting
Capital Group February 2011 - Present
SA Recycling, LLC December 2008 - February 2011
Deloitte & Touche September 2001 - November 2008
Agopian & Sasaki 1999 - 2001
Education
California State University-Long Beach - College of Business Administration 1998 — 2001
Bachelor of Science, Accounting
Lance Gil's Capital Group Experience June 2014 - Present
Job Equity Valuations at Capital Group
Industry Accounting
Experience
Capital Group June 2014 - Present
PwC December 2013 - April 2014
McGladrey November 2011 - December 2013
Skills
PowerPoint, GAAP, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Microsoft Excel, Auditing
Education
California State University-Fullerton - College of Business and Economics 2009 — 2011
Bachelors, B.A. Finance
Capital Group June 2014 - Present
PwC December 2013 - April 2014
McGladrey November 2011 - December 2013
Skills
PowerPoint, GAAP, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Microsoft Excel, Auditing
Education
California State University-Fullerton - College of Business and Economics 2009 — 2011
Bachelors, B.A. Finance
Lisa Houston's Capital Group Experience October 2014 - June 2015
Job Project Manager, Consultant at Herbalife
Industry Marketing and Advertising
Experience
Herbalife August 2015 - Present
Frontline Communications July 2015 - July 2015
Capital Group October 2014 - June 2015
O'Leary and Partners May 2014 - June 2014
KERN - an Omnicom Agency November 2013 - February 2014
Veterans' Holiday Celebration September 2010 - December 2013
Counseling4Kids July 2012 - October 2012
The Designory June 2011 - December 2011
Southern California Edison April 2009 - January 2010
Learning Tree International 2000 - 2008
Skills
Direct Mail, Account Management, Marketing Event Planning, Project Management, IT Management, Business Analysis, Client Development, Catalog Layout, Catalog Marketing, Catalogue Production, Catalog Management, Executive Interface, Advertising Management, Vendor Management..., Interactive Advertising, Advertising, Marketing Communications, Direct Marketing, Packaging, Leadership, Interfaces, Marketing Management
Education
California State University-Long Beach
BS, Business Administration/Marketing
Palos Verdes Peninsula High School
Herbalife August 2015 - Present
Frontline Communications July 2015 - July 2015
Capital Group October 2014 - June 2015
O'Leary and Partners May 2014 - June 2014
KERN - an Omnicom Agency November 2013 - February 2014
Veterans' Holiday Celebration September 2010 - December 2013
Counseling4Kids July 2012 - October 2012
The Designory June 2011 - December 2011
Southern California Edison April 2009 - January 2010
Learning Tree International 2000 - 2008
Skills
Direct Mail, Account Management, Marketing Event Planning, Project Management, IT Management, Business Analysis, Client Development, Catalog Layout, Catalog Marketing, Catalogue Production, Catalog Management, Executive Interface, Advertising Management, Vendor Management..., Interactive Advertising, Advertising, Marketing Communications, Direct Marketing, Packaging, Leadership, Interfaces, Marketing Management
Education
California State University-Long Beach
BS, Business Administration/Marketing
Palos Verdes Peninsula High School
Tera DeSousa's Capital Group Experience 2008 - 2009
Job Project Manager at Pacific Life
Industry Information Technology and Services
Experience
Pacific Life May 2010 - Present
Capital Group 2008 - 2009
Capital Group 1999 - 2008
Capital Group 1997 - 1999
Capital Group 1993 - 1997
Skills
Business Analysis, Project Management, Process Improvement, Visio, End User Training, Business Process..., Testing, Analysis, Project Planning, Requirements Gathering, Business Process, Product Management, Business Requirements, SDLC, Business Intelligence, Program Management, Vendor Management, Software Documentation, Training
Education
Chapman University, The George L. Argyros School of Business and Economics 2002 — 2004
MBA, Business Administration
California State University-Fullerton, Mihaylo College of Business and Economics 1989 — 1993
BA, Accounting
Pacific Life May 2010 - Present
Capital Group 2008 - 2009
Capital Group 1999 - 2008
Capital Group 1997 - 1999
Capital Group 1993 - 1997
Skills
Business Analysis, Project Management, Process Improvement, Visio, End User Training, Business Process..., Testing, Analysis, Project Planning, Requirements Gathering, Business Process, Product Management, Business Requirements, SDLC, Business Intelligence, Program Management, Vendor Management, Software Documentation, Training
Education
Chapman University, The George L. Argyros School of Business and Economics 2002 — 2004
MBA, Business Administration
California State University-Fullerton, Mihaylo College of Business and Economics 1989 — 1993
BA, Accounting
Steven Thai, PMP's Capital Group Experience Senior Systems AnalystDatabase Works, Inc.1999 - 2000
Job Sr. Business Systems Analyst at Capital Group
Industry Information Technology and Services
Experience
Capital Group Senior Systems AnalystDatabase Works, Inc.1999 - 2000
DataStudy, Inc. 1999 - 1999
Towers Perrin 1994 - 1999
Skills
SDLC, Requirements Analysis, Requirements Gathering, Visio, Business Analysis, Agile Methodologies, Software Project...
Education
California State University-Long Beach 1992 — 1994
Business Administration - Management Information Systems
Capital Group Senior Systems AnalystDatabase Works, Inc.1999 - 2000
DataStudy, Inc. 1999 - 1999
Towers Perrin 1994 - 1999
Skills
SDLC, Requirements Analysis, Requirements Gathering, Visio, Business Analysis, Agile Methodologies, Software Project...
Education
California State University-Long Beach 1992 — 1994
Business Administration - Management Information Systems
Rebecah Bouck's Capital Group Experience December 1989 - March 2009
Job Sous Chef at Orange County Rescue Mission
Industry Financial Services
Experience
Orange County Rescue Mission September 2009 - Present
Capital Group December 1989 - March 2009
Education
California State University-Fullerton 1986 — 1988
BA, Finance
Orange County Rescue Mission September 2009 - Present
Capital Group December 1989 - March 2009
Education
California State University-Fullerton 1986 — 1988
BA, Finance
Michael Reinhardt, GBA's Capital Group Experience October 2013 - Present
Job Benefits Consultant at Capital Group
Industry Investment Banking
Experience
Capital Group October 2013 - Present
Capital Group July 2010 - Present
Seabreeze Management Company, Inc. April 2009 - July 2010
Comcast Entertainment Group August 2007 - April 2009
Comcast Entertainment Group August 2006 - August 2007
PCM December 2002 - August 2006
Roth Capital Partners July 2000 - September 2002
Skills
Outlook, Microsoft Excel, PeopleSoft, Microsoft Word, PowerPoint, Benefits Administration, Microsoft Office, Human Resources, HRIS, Employee Benefits
Education
California State University-Fullerton 1997 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
Irvine Valley College 1994 — 1997
Associate of Science (A.S.), Accounting
Capital Group October 2013 - Present
Capital Group July 2010 - Present
Seabreeze Management Company, Inc. April 2009 - July 2010
Comcast Entertainment Group August 2007 - April 2009
Comcast Entertainment Group August 2006 - August 2007
PCM December 2002 - August 2006
Roth Capital Partners July 2000 - September 2002
Skills
Outlook, Microsoft Excel, PeopleSoft, Microsoft Word, PowerPoint, Benefits Administration, Microsoft Office, Human Resources, HRIS, Employee Benefits
Education
California State University-Fullerton 1997 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
Irvine Valley College 1994 — 1997
Associate of Science (A.S.), Accounting
Regis Pei's Capital Group Experience October 2014 - Present
Job Senior Platform Engineering Manager at Capital Group
Industry Financial Services
Experience
Capital Group October 2014 - Present
Capital Group October 2010 - September 2014
Capital Group 2006 - 2010
Capital Group 2005 - 2006
Capital Group 1996 - 2005
California State University, Long Beach 1983 - 1996
Skills
Agile Methodologies, SDLC, IT Strategy
Education
California State University-Long Beach 1980 — 1985
BSEE
California State University-Long Beach
MSEE, Computers
基隆聖心小學
Capital Group October 2014 - Present
Capital Group October 2010 - September 2014
Capital Group 2006 - 2010
Capital Group 2005 - 2006
Capital Group 1996 - 2005
California State University, Long Beach 1983 - 1996
Skills
Agile Methodologies, SDLC, IT Strategy
Education
California State University-Long Beach 1980 — 1985
BSEE
California State University-Long Beach
MSEE, Computers
基隆聖心小學
Marty Kirkwood's Capital Group Experience February 1998 - Present
Job Sr. Business Systems Analyst at Capital Group
Industry Investment Management
Experience
Capital Group February 1998 - Present
WellPoint Health Networks July 1996 - February 1998
Avnet March 1993 - July 1996
Glendale Federal Bank February 1990 - March 1993
First Interstate Bancard August 1986 - February 1990
Skills
SuccessFactors, SAP HCM, Functional..., Functional Testing, Human Resources, Requirements Analysis, Compensation & Benefits, Vendor Selection, Business Systems..., RFP, Project Management, HRIS, SharePoint
Education
California State University-Long Beach
BS, Bus Admin - Human Resources Mgmt
California State University-Northridge
MBA, Mgmt Info Systems
Capital Group February 1998 - Present
WellPoint Health Networks July 1996 - February 1998
Avnet March 1993 - July 1996
Glendale Federal Bank February 1990 - March 1993
First Interstate Bancard August 1986 - February 1990
Skills
SuccessFactors, SAP HCM, Functional..., Functional Testing, Human Resources, Requirements Analysis, Compensation & Benefits, Vendor Selection, Business Systems..., RFP, Project Management, HRIS, SharePoint
Education
California State University-Long Beach
BS, Bus Admin - Human Resources Mgmt
California State University-Northridge
MBA, Mgmt Info Systems
Jennifer Hetu's Capital Group Experience 2007 - 2009
Job IT Business Systems Analyst at QBE First
Industry Information Technology and Services
Experience
QBE First 2009 - Present
Capital Group 2007 - 2009
Balboa Insurance Group 2004 - 2007
Balboa Insurance Group 1996 - 2004
National Education Center 1991 - 1995
Skills
Quality Assurance, Software Documentation, Business Analysis, Requirements Gathering, SDLC, Testing, Test Planning, User Acceptance Testing, Analysis, SQL, Quality Center, Visio, Requirements Analysis, Program Management, Business Process, HP Quality Center
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Business Administration
Computer Learning Center
Certificate, Computer Programming
QBE First 2009 - Present
Capital Group 2007 - 2009
Balboa Insurance Group 2004 - 2007
Balboa Insurance Group 1996 - 2004
National Education Center 1991 - 1995
Skills
Quality Assurance, Software Documentation, Business Analysis, Requirements Gathering, SDLC, Testing, Test Planning, User Acceptance Testing, Analysis, SQL, Quality Center, Visio, Requirements Analysis, Program Management, Business Process, HP Quality Center
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Business Administration
Computer Learning Center
Certificate, Computer Programming
Todd Yuba, CFA, CPA's Capital Group Experience 1994 - 1997
Job Controller at California Community Foundation
Industry Philanthropy
Experience
California Community Foundation July 2014 - Present
PBGC January 2011 - July 2014
Landmark Land Co., Inc. July 2000 - January 2011
Transamerica Financial Advisors, Inc. 1997 - 2000
Capital Group 1994 - 1997
EY 1992 - 1994
Skills
Investments, Asset Managment, Valuation, Financial Modeling, Financial Analysis, Accounting, Asset Management, Finance, Financial Reporting, Internal Controls, Financial Accounting, GAAP, Auditing
Education
University of Southern California
Bachelor of Science (BS), Accounting
California State University-Fullerton
Master of Arts (MA), Economics
California Community Foundation July 2014 - Present
PBGC January 2011 - July 2014
Landmark Land Co., Inc. July 2000 - January 2011
Transamerica Financial Advisors, Inc. 1997 - 2000
Capital Group 1994 - 1997
EY 1992 - 1994
Skills
Investments, Asset Managment, Valuation, Financial Modeling, Financial Analysis, Accounting, Asset Management, Finance, Financial Reporting, Internal Controls, Financial Accounting, GAAP, Auditing
Education
University of Southern California
Bachelor of Science (BS), Accounting
California State University-Fullerton
Master of Arts (MA), Economics
Paresh Valand's Capital Group Experience January 2015 - Present
Job Sr. Business Systems Analyst at Capital Group.
Industry Information Technology and Services
Experience
Capital Group January 2015 - Present
Cetera Financial Group October 2010 - December 2014
One Source Consulting (Cetera Financial Group) February 2010 - October 2010
VPI Pet Insurance April 2002 - December 2009
Skills
Quality Assurance, SDLC, Requirements Analysis, Business Analysis, Project Management, Analytics, Oracle, Analysis, Enterprise Architecture, Testing, Strategic Planning, Project Planning, MS Project, Leadership, Requirements Gathering, Strategy, Microsoft SQL Server
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1996 — 2001
BA, Business Administration, Concentration: Management Information Systems
Capital Group January 2015 - Present
Cetera Financial Group October 2010 - December 2014
One Source Consulting (Cetera Financial Group) February 2010 - October 2010
VPI Pet Insurance April 2002 - December 2009
Skills
Quality Assurance, SDLC, Requirements Analysis, Business Analysis, Project Management, Analytics, Oracle, Analysis, Enterprise Architecture, Testing, Strategic Planning, Project Planning, MS Project, Leadership, Requirements Gathering, Strategy, Microsoft SQL Server
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1996 — 2001
BA, Business Administration, Concentration: Management Information Systems
Jill Jacobson's Capital Group Experience 1998 - 2004
Job Finance Director at EduCare Foundation
Industry Nonprofit Organization Management
Experience
EduCare Foundation October 2008 - Present
Indymac Bank May 2004 - September 2008
Capital Group 1998 - 2004
Bank of America 1991 - 1997
Security Pacific Bank 1986 - 1991
Skills
Strategic Planning, Budgeting, Contract Management, Leadership, Budgets, Risk Management, Change Management
Education
California State University-Long Beach 1980 — 1985
BS & BA, Business Admin - Finance & Psychology
EduCare Foundation October 2008 - Present
Indymac Bank May 2004 - September 2008
Capital Group 1998 - 2004
Bank of America 1991 - 1997
Security Pacific Bank 1986 - 1991
Skills
Strategic Planning, Budgeting, Contract Management, Leadership, Budgets, Risk Management, Change Management
Education
California State University-Long Beach 1980 — 1985
BS & BA, Business Admin - Finance & Psychology
Yvette Marquez's Capital Group Experience April 2000 - Present
Job GSD Training at Capital Group
Industry Investment Management
Experience
Capital Group April 2000 - Present
Capital Group April 2005 - October 2009
Skills
Training, SDLC, Project Management
Education
California State University-Fullerton 1988 — 1991
Fullerton College 1985 — 1988
Capital Group April 2000 - Present
Capital Group April 2005 - October 2009
Skills
Training, SDLC, Project Management
Education
California State University-Fullerton 1988 — 1991
Fullerton College 1985 — 1988
PREETHI MANOHARAN's Capital Group Experience April 2010 - June 2011
Job
Industry Computer Software
Experience
Urban Science November 2012 - Present
Source Interlink August 2011 - November 2012
Equator, LLC June 2011 - September 2011
Capital Group April 2010 - June 2011
NextG Networks 2006 - 2008
Skills
Agile Methodologies, SOAP, Java, Microsoft SQL Server, Subversion, XML, JavaScript, Scrum, Selenium, Eclipse, SDLC, Linux, HTML, UML, PHP, SQL, C#, ASP.NET, Java Enterprise Edition, Object Oriented Design, MySQL, Testing, SOA, JIRA, AJAX
Education
California State University-Long Beach 2003 — 2006
MS, computer science
Urban Science November 2012 - Present
Source Interlink August 2011 - November 2012
Equator, LLC June 2011 - September 2011
Capital Group April 2010 - June 2011
NextG Networks 2006 - 2008
Skills
Agile Methodologies, SOAP, Java, Microsoft SQL Server, Subversion, XML, JavaScript, Scrum, Selenium, Eclipse, SDLC, Linux, HTML, UML, PHP, SQL, C#, ASP.NET, Java Enterprise Edition, Object Oriented Design, MySQL, Testing, SOA, JIRA, AJAX
Education
California State University-Long Beach 2003 — 2006
MS, computer science
Barbara Thornton's Capital Group Experience February 2011 - December 2011
Job Process Specialist at Southern California Edison
Industry Telecommunications
Experience
Southern California Edison June 2012 - Present
Capital Group February 2011 - December 2011
Verizon Wireless 1987 - 2010
Skills
Telecommunications, Unix, T1, VoIP, 4G, EVDO, CDMA, Computer Network..., Cellular Communications, LTE, IP, Switches, Troubleshooting, Wireless Networking, Call Center, Wireless, Integration, BMC Remedy, Call Centers, Vendor Management, Cross-functional Team..., Business Analysis, Software Documentation, Requirements Gathering
Education
New Jersey Institute of Technology 2005 — 2007
California State University-Long Beach 1985 — 1989
Southern California Edison June 2012 - Present
Capital Group February 2011 - December 2011
Verizon Wireless 1987 - 2010
Skills
Telecommunications, Unix, T1, VoIP, 4G, EVDO, CDMA, Computer Network..., Cellular Communications, LTE, IP, Switches, Troubleshooting, Wireless Networking, Call Center, Wireless, Integration, BMC Remedy, Call Centers, Vendor Management, Cross-functional Team..., Business Analysis, Software Documentation, Requirements Gathering
Education
New Jersey Institute of Technology 2005 — 2007
California State University-Long Beach 1985 — 1989
Nate Bartolini's Capital Group Experience December 2014 - Present
Job
Industry Financial Services
Experience
Capital Group December 2014 - Present
Education
University of California, Irvine 2010 — 2013
Master of Business Administration (MBA), Accounting and Finance
California State University-Fullerton 2005 — 2008
BA, Business Administration
Capital Group December 2014 - Present
Education
University of California, Irvine 2010 — 2013
Master of Business Administration (MBA), Accounting and Finance
California State University-Fullerton 2005 — 2008
BA, Business Administration
Randy Oh's Capital Group Experience August 1996 - Present
Job Team Manager at Capital Group
Industry Financial Services
Experience
Capital Group August 1996 - Present
Target July 1990 - August 1996
Skills
Financial Services
Education
California State University-Fullerton 1993 — 1995
Bachelor of Arts, Political Science
Cypress College 1990 — 1993
Associates of Science, Business Administration
Capital Group August 1996 - Present
Target July 1990 - August 1996
Skills
Financial Services
Education
California State University-Fullerton 1993 — 1995
Bachelor of Arts, Political Science
Cypress College 1990 — 1993
Associates of Science, Business Administration
Lance Holloway's Capital Group Experience March 2012 - Present
Job Control Analyst at Capital Group
Industry Capital Markets
Laura Wimberly's Capital Group Experience June 1987 - June 2007
Job Owner/President at Pacific Wall Systems, Inc.
Industry Construction
Experience
Pacific Wall Systems, Inc. October 2000 - Present
Capital Group June 1987 - June 2007
Education
California State University-Long Beach
Bachelor of Science (BS), Finance, General
Pacific Wall Systems, Inc. October 2000 - Present
Capital Group June 1987 - June 2007
Education
California State University-Long Beach
Bachelor of Science (BS), Finance, General
Thomas Stefun's Capital Group Experience September 1994 - Present
Job
Industry Investment Management
Experience
Capital Group September 1994 - Present
Education
California State University-Long Beach
Bachelor of Science (BS), Finance, General
Capital Group September 1994 - Present
Education
California State University-Long Beach
Bachelor of Science (BS), Finance, General
Scott Abling's Capital Group Experience June 2007 - July 2013
Job Client Services Specialist at Capital Group
Industry Investment Management
Experience
Capital Group June 2007 - July 2013
Skills
Mutual Funds, Subject Matter Experts, IRAs, 529 Plans, Qualified Retirement..., SEP IRA, Simple IRA, Cost Basis Reporting, Tax Reporting, 401k Rollovers, Training Facilitation, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Adobe Acrobat, DST, Customer Service, Phone Etiquette, Call Centers
Education
California State University-Long Beach 2003 — 2007
Bachelor of Arts (BA), Economics
Capital Group June 2007 - July 2013
Skills
Mutual Funds, Subject Matter Experts, IRAs, 529 Plans, Qualified Retirement..., SEP IRA, Simple IRA, Cost Basis Reporting, Tax Reporting, 401k Rollovers, Training Facilitation, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Adobe Acrobat, DST, Customer Service, Phone Etiquette, Call Centers
Education
California State University-Long Beach 2003 — 2007
Bachelor of Arts (BA), Economics
Sheryl Newland's Capital Group Experience September 1999 - Present
Job Manager at Capital Group
Industry Investment Management
Experience
Capital Group September 1999 - Present
Edward Jones June 1996 - September 1999
See's Candies June 1988 - June 1996
Skills
Management, High level of initiative, Tactical Solutions, People Development, Communication Skills, Critical Thinking, Change Management, Performance Management, Teamwork, Finance, Public Speaking, Retail, Financial Modeling
Education
California State University-Long Beach 1989 — 1996
Bachelor of Science (BS), Business Administration, Finance, 3.8 GPA - Magna Cum Laude
Capital Group September 1999 - Present
Edward Jones June 1996 - September 1999
See's Candies June 1988 - June 1996
Skills
Management, High level of initiative, Tactical Solutions, People Development, Communication Skills, Critical Thinking, Change Management, Performance Management, Teamwork, Finance, Public Speaking, Retail, Financial Modeling
Education
California State University-Long Beach 1989 — 1996
Bachelor of Science (BS), Business Administration, Finance, 3.8 GPA - Magna Cum Laude
Seid Hourani's Capital Group Experience October 2006 - July 2009
Job Senior Financial Analyst at Pacific Western Bank
Industry Financial Services
Experience
Pacific Western Bank May 2011 - Present
Sasco December 2010 - May 2011
Capital Group October 2006 - July 2009
Skills
Investments, Finance, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Bloomberg, Strategic Financial..., Accounting, Equity Valuation, Financial Accounting, Trading, Business Analytics, Equity Research, Funds Transfer Pricing, QRM
Education
California State University-Long Beach 2001 — 2006
Bachelor of Science (BS), Business Administration
2016 Level III Candidate in the CFA Program
Pacific Western Bank May 2011 - Present
Sasco December 2010 - May 2011
Capital Group October 2006 - July 2009
Skills
Investments, Finance, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Bloomberg, Strategic Financial..., Accounting, Equity Valuation, Financial Accounting, Trading, Business Analytics, Equity Research, Funds Transfer Pricing, QRM
Education
California State University-Long Beach 2001 — 2006
Bachelor of Science (BS), Business Administration
2016 Level III Candidate in the CFA Program
Jeff Leeds's Capital Group Experience December 2003 - Present
Job Senior Tax Specialist at Capital Group
Industry Investment Management
Experience
Capital Group December 2003 - Present
PwC January 2002 - December 2003
Skills
Tax, Accounting, Tax Accounting, Financial Reporting, Auditing, GAAP, CPA, Financial Analysis, Internal Controls, US GAAP, Income Tax, Financial Statements, Tax Preparation
Education
University of Southern California - Marshall School of Business
Master's Degree, Taxation
California State University-Long Beach
Bachelor's Degree, Accounting
Capital Group December 2003 - Present
PwC January 2002 - December 2003
Skills
Tax, Accounting, Tax Accounting, Financial Reporting, Auditing, GAAP, CPA, Financial Analysis, Internal Controls, US GAAP, Income Tax, Financial Statements, Tax Preparation
Education
University of Southern California - Marshall School of Business
Master's Degree, Taxation
California State University-Long Beach
Bachelor's Degree, Accounting
Janet LaBarge's Capital Group Experience September 2003 - Present
Job Sr. Analyst Fixed Income Control at Capital Group
Industry Investment Management
Experience
Capital Group September 2003 - Present
Education
California State University-Long Beach
Finance, General
Capital Group September 2003 - Present
Education
California State University-Long Beach
Finance, General
Sarah Calkins's Capital Group Experience August 2011 - January 2015
Job Member Services Specialist at OnPoint Community Credit Union
Industry Investment Management
Experience
OnPoint Community Credit Union July 2015 - Present
Capital Group August 2011 - January 2015
Disneyland Resort March 2002 - May 2005
EarthLink September 1996 - February 2000
Blockbuster Music May 1994 - August 1996
Skills
Mutual Funds, IRAs, 529 Plans, Customer Service, 401k, 401k Rollovers, Training, Troubleshooting, Multi-line Phone, Windows 7, Windows 8.1, Microsoft Office, DST Vision
Education
California State University-Long Beach 1995 — 1996
Liberal Arts and Sciences/Liberal Studies
Cypress College 1992 — 1995
General Education Certification (Transfer), General Education
OnPoint Community Credit Union July 2015 - Present
Capital Group August 2011 - January 2015
Disneyland Resort March 2002 - May 2005
EarthLink September 1996 - February 2000
Blockbuster Music May 1994 - August 1996
Skills
Mutual Funds, IRAs, 529 Plans, Customer Service, 401k, 401k Rollovers, Training, Troubleshooting, Multi-line Phone, Windows 7, Windows 8.1, Microsoft Office, DST Vision
Education
California State University-Long Beach 1995 — 1996
Liberal Arts and Sciences/Liberal Studies
Cypress College 1992 — 1995
General Education Certification (Transfer), General Education
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.