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
Recycle Me Iowa July 2013 - Present
First Mortgage Company October 2014 - April 2015
CMG Financial July 2014 - September 2014
Crown Services August 2012 - July 2013
Capital Group September 2010 - August 2012
Fontainebleau Resorts 2011 - July 2012
AndyMurphyNLP August 2007 - July 2010
Skills
Recruiting, Staffing Services, Temporary Placement, Interviews, Hospitality, Customer Service, Social Media Marketing, Front Office, Restaurants, Event Planning, Microsoft Word, Customer Satisfaction, Data Entry, Process Scheduler, Hospitality Industry, Hotels, Food & Beverage, Employee Relations, Account Management, Human Resources, Management, Sales, Marketing, Training, Leadership, Payroll, Employee Training, Time Management, Team Building
Education
Des Moines Area Community College 2011 — 2015
Associate of Science (A.S.), Web Development, 3.9 GPA
Gold Coast School of Real Estate 2010 — 2011
Sales Associates License, Real Estate
Lincoln HS 2001 — 2005
Capital Group January 2015 - Present
Arc of the Ozark October 2013 - July 2014
Lakeland Behavioral Health Systems May 2013 - July 2014
Abundant Life Church of God in Christ December 2011 - January 2013
US Army Retired September 1988 - December 2009
Skills
Nonprofits, Program Management, Leadership, Fundraising, Microsoft Office
Education
The Criswell College 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Christian Counseling, Soph.0
Newmark Grubb Knight Frank March 2015 - Present
Spoon & Skillet May 2014 - March 2015
BakerCorp June 2014 - January 2015
PIMCO 2012 - 2014
Capital Group September 2011 - July 2012
Capital Group June 2010 - July 2012
Capital Group 2007 - 2010
Skills
Mutual Funds, Financial Analysis, Project Management, Training, Operations Management, Business Continuity, Financial Services, Leadership
Education
Colgate University 2002 — 2006
Bachelor of Arts (B.A.), Art and Art History
Capital Group March 2012 - Present
Moseley Investment Management, Inc. November 2009 - April 2012
Ameriprise Financial Services, Inc. June 2008 - October 2009
Florida State University September 2006 - April 2008
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments, Retirement, Asset Allocation, Investment Strategies, Asset Management, Financial Advisory, Financial Planners, Insurance, Disability Insurance, Long-term Care, Finance, Small Business, Tax, Wealth Management..., Employee Benefits, Wealth, Wealth Management, Mutual Funds, Securities, Series 7, Series 63, 401k, Investment Management, Portfolio Management, Financial Planning
Education
2015 Level I Candidate in the CFA Program
College for Financial Planning 2010 — 2011
CFP®, Certified Financial Planner
College For Financial Planning 2009 — 2009
AWMA, Accredited Wealth Management Advisor
College For Financial Planning 2009 — 2009
CRPC, Chartered Retirement Planning Councelor
Florida State University 2003 — 2008
Finance
W. L. Gore & Associates August 2015 - Present
Capital Group April 2007 - June 2015
Capital Group April 2006 - April 2007
Toyota & Lexus Financial Services April 2003 - April 2006
BAX Global November 2001 - April 2003
Airborne Express September 1998 - November 2001
HealthPartners Health Plans August 1997 - September 1998
United HealthCare of Arizona December 1996 - April 1997
Cigna September 1995 - December 1996
UPS April 1994 - September 1995
Skills
Technical Support, Help Desk Support, Information Technology, Computer Hardware..., BMC Remedy, Active Directory, Analysis, Networking, Testing, System Administration, Lync, Data Analysis, Team Leadership, Windows, Windows XP, Customer Service, Software Documentation, Training, Access, Customer Satisfaction, Leadership, Process Improvement, Microsoft Office, Management, Mutual Funds, Time Management, Lotus Notes, Microsoft Excel, Business Analysis, Windows 7, Process Scheduler, Financial Services, SharePoint, Visio, Troubleshooting, Research, Outlook, Microsoft Word, Salesforce.com, Event Planning
Education
DeVry University Phoenix, AZ 1993 — 1995
Accounting
Trinity High School 1989 — 1993
Diploma
Capital Group August 2013 - Present
Planned Parenthood Federation of America June 2013 - Present
WorldTeach September 2012 - June 2013
Peace Corps January 2012 - July 2012
Peace Corps June 2010 - January 2012
Peace Corps October 2007 - December 2009
National Park Service January 2007 - May 2007
Drew University September 2006 - May 2007
Drew University September 2006 - May 2007
Drew University March 2004 - May 2007
Skills
Community Development, Research, International..., Community Outreach, Non-profits, Program Evaluation, Program Development, Volunteer Management, Policy Analysis, Editing, Event Planning, Capacity Building, Intercultural..., Public Speaking, International Relations, Community Organizing, Teaching, Qualitative Research, Nonprofits, Training, Staff Development
Education
Harvard University Graduate School of Education 2012 — 2013
Master of Education (M.Ed.), International Education Policy
Drew University 2003 — 2007
BA, Anthropology & History
NFP Retirement December 2014 - Present
PFM Asset Management LLC January 2013 - October 2014
Capital Group November 2010 - June 2012
Capital Group August 1998 - November 2010
Capital Group March 1995 - August 1998
Capital Group June 1992 - March 1995
Churchill Management Company June 1989 - June 1992
Skills
Pensions, Investment Strategies, Financial Advisory, Leadership, Mutual Funds, Asset Allocation, Fixed Income, Asset Managment, Equities, Investments, Portfolio Management, Investment Management, Securities, Strategic Financial..., Series 6, Series 63, Series 82, Series 26, Sales Presentations, Sales, FINRA, Finance, Due Diligence, Asset Management, Financial Services, Retirement Planning, Private Equity, 401k, Alternative Investments, Bloomberg, Bonds, Capital Markets, Hedge Funds, Institutional..., Retirement, Separately Managed..., Series 65, Series 24, Wealth Management, Valuation, Wealth Management..., Insurance, Financial Planning
Education
Columbia University in the City of New York 1983 — 1988
BA, Economics
Bronx High School of Science 1980 — 1983
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Capital Group September 2000 - Present
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Yale University 1991 — 1995
BA, History of Art
L.A. Care Health Plan June 2008 - January 2014
Perot Systems June 2007 - June 2008
Toyota Financial Services December 2006 - June 2007
First American Corp June 2006 - December 2006
Ameriquest Mortgage September 2003 - March 2006
Capital Group 2002 - 2003
Epicor 1999 - 2000
Skills
SDLC, Requirements Analysis, Quality Assurance, Test Automation, Release Management, Business Process, LoadRunner, User Acceptance Testing, Healthcare Information..., Project Management, Agile Methodologies, Testing, Oracle, Software Quality..., Test Planning, Quality Center
Education
Coleman College 1995 — 1998
B.S
Mt. San Jacinto Community College District 1993 — 1995
Associate of Science (A.S.)
Principal Financial Group August 2014 - Present
Capital Group October 2011 - August 2014
Transamerica April 2010 - July 2011
Skills
401k, Financial Services, Customer Service, Retirement
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Certified Invesment Mangement Anaylst
College for Financial Planning 2012 — 2012
Retirement Plan Specialist, Retirement Plans
University of Northern Iowa 2004 — 2007
Bachelor's Degree, Finance, General
Iowa Central Community College 2003 — 2004
Business/Commerce, General
Capital Group September 2014 - Present
Capital Group January 2011 - Present
Becht Engineering May 2009 - January 2011
C.W. Driver January 2009 - March 2009
Balboa Capital July 2007 - January 2009
Skills
Customer Service, Marketing, Receptionist Duties, Screening Resumes, Problem Solving, Financial Services, Non-profit Volunteer, Quality Assurance Review, PowerPoint, Proposal Writing
Education
Concordia University Irvine 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Capital Group September 2014 - Present
Education
Connecticut College 2010 — 2014
Bachelor of Arts (B.A.)
Universidad de Santiago de Chile 2013 — 2013
United World College Canada 2008 — 2010
International Baccalaureate
Edward Jones February 2014 - Present
Capital Group August 2012 - January 2014
American Funds January 2011 - August 2012
Dana West Yacht Club 2009 - 2011
Skills
Financial Analysis, Portfolio Management, Financial Reporting, Banking, Microsoft Office, Budgets, Microsoft Excel, Customer Service, Strategic Planning, Process Improvement, Leadership, Business Strategy, Management, Strategy, Business Development, Change Management, Finance, Public Speaking, Investments, Strategic Financial..., Mutual Funds, Asset Management
Education
Concordia University-Irvine 2009 — 2010
Master of Business Administration (MBA), Finance
Concordia University-Irvine 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management
San Clemente High School 2002 — 2005
Capital Group May 2013 - May 2015
Acquisitions Interiors September 2011 - September 2012
WCSC-TV May 2008 - August 2008
CofC News September 2006 - April 2008
Skills
Social Media Marketing, Business Development, Entrepreneurship, Social Media, Microsoft Office, Sales, Marketing, Event Planning, Social Networking, Customer Service, Leadership, Management, Public Speaking, Advertising, Marketing Communications, Marketing Strategy, PowerPoint, Public Relations, Editing, Microsoft Excel, Fundraising
Education
The Citadel 2010 — 2012
MBA, Masters in Business Administration, 3.9
College of Charleston 2006 — 2010
Bachelor of the Arts, Media Communication
Florence University of the Arts 2009 — 2009
Spring Study Abroad
Glenn Private Patrol April 2013 - Present
SPORTSWURLZ August 2014 - October 2014
Self-employed January 2007 - December 2012
Capital Group February 2001 - January 2010
Skills
Motorcycling, Adventure Travel, Writing, Photography, Publishing, Ebooks, Video, Editing, Video Production, Digital Media, IT Operations, Software Packaging, Software Distribution, Configuration Management, Content Development, Process Improvement, Project Management
Education
Cypress College 1985 — 1987
Associate's degree, Information Technology
Capital Group December 2013 - Present
Capital Group July 2007 - December 2013
Capital International July 2005 - July 2007
Capital Group September 2000 - July 2005
Federal Reserve Bank of Boston May 1998 - August 2000
EDAC January 1997 - July 1998
Skills
Regulatory Compliance..., Media Relations, People Management, Project Management, Product Launch, Product Lifecycle..., Portfolio Compliance, Management, Mutual Funds, Alternative Investments, Investment Management, Financial Services, Risk Management, Due Diligence, Banking, Fixed Income, Financial Risk
Education
Harvard University Kennedy School of Government 1996 — 1998
Masters in Public Policy, Public Policy Analysis
Columbia University in the City of New York 1991 — 1995
Bachelor of Arts (B.A.), Political Economy
HIG Capital LLC August 2015 - Present
Capital Group June 2014 - September 2014
PIMCO May 2011 - August 2013
NERA Economic Consulting June 2008 - April 2011
Lehman Brothers 2007 - 2007
Skills
Valuation, Credit Analysis, Financial Projection, Leveraged Buyouts, Financial Modeling, Finance, Portfolio Management, Fixed Income, Mutual Funds, Analysis, Economics, Financial Analysis, Hedge Funds, Bloomberg, Investment Banking, Data Analysis, Capital Markets
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelor of Science (BS), Economics and Finance
Columbia University in the City of New York 2009 — 2009
N/A, Linear Algebra
Thomas S. Wootton High School 2000 — 2004
Silicon Valley Bank July 2014 - Present
Capital Group June 2013 - August 2013
Qualcomm May 2012 - August 2012
Macquarie Group February 2011 - February 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Access, Analysis, Banking, Data Analysis, Microsoft Word, Risk Management, Teamwork, Team Leadership, Economics, Spanish, Event Planning, Leadership, Public Speaking, Research, Social Media
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (BA), Economics
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (BA), Hispanic and Latin American Languages, Literatures, and Linguistics, General
Universitat de Barcelona 2013 — 2013
Hispanic and Latin American Languages, Literatures, and Linguistics, General
Capital Group October 2008 - Present
Farmers Insurance May 2004 - October 2008
First National Bank of Omaha January 2000 - April 2004
Midwest Staffing Group October 1999 - January 2000
Data Technologies January 1999 - October 1999
Skills
Business Analysis, Project Management, Strategic Planning, Vendor Management, SDLC, Risk Management, Financial Modeling, Process Improvement, Visio, Marketing Strategy, Competitive Analysis, Analysis, Analytics, Data Analysis, Insurance, Cross-functional Team..., Team Building, Program Management, Strategy
Education
University of Redlands 2011 — 2013
Master of Business Administration (MBA), Global Marketing
Creighton University 1993 — 1997
Bachelor of Arts (B.A.), Public Relations/Marketing
ESCO Group July 2006 - Present
Native Oak Productions May 2011 - December 2013
Capital Group December 2000 - December 2005
Skills
Marketing Communications, Advertising, Social Media Marketing, Email Marketing, Marketing Strategy, Sales, Graphic Design, Strategic Planning, Photography, Management, Recruiting, Event Management, Social Media, Brand Management, Budgets, Leadership, Internal Communications, Event Planning, Online Marketing, Market Planning, Direct Marketing, Online Advertising, Marketing, Business Planning, Social Networking, Integrated Marketing, Digital Marketing, Brand Development, Marketing Management, Interior Design
Education
The University of New Mexico 1994 — 1997
Masters Degree, Fine Arts
Coe College 1988 — 1992
BA, Art, English, Marketing
City of North Myrtle Beach July 2015 - Present
Chestnut Hill Restaurant March 2011 - Present
Capital Group May 1999 - April 2009
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Sales, Public Speaking, Team Building, Social Media, Leadership, Marketing, Strategic Planning, Coaching, Event Management, Event Planning, Management, Teaching, Fundraising
Education
Coastal Carolina University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Biology/Biological Sciences, General, 3.0
Meredith Corporation January 2014 - Present
Punctuated with Food December 2012 - Present
Apartment Therapy Media April 2014 - Present
Hellobee January 2013 - Present
SheKnows March 2013 - Present
Astor Center February 2012 - July 2014
Mattawoman Creek Farms August 2010 - November 2011
Capital Group 2006 - 2008
Skills
Blogging, Recipes, Food, Food Writing, Social Media, Recipe Testing, Photography, Organic Farming, Food Processing, Copy Editing, Writing, Food Photography, Social Media Marketing, Content Strategy, Content Management, Magazines, Advertising, Books, Culinary Skills, Editing, Recipe Development, Food Production, Studio Lighting, Food Styling, Photo Editing, Lightroom, Strobe Lighting, Lighting
Education
Clemson University 2002 — 2005
Bachelor of Science, Political Science, 3.98
Egon Zehnder International 2010 - Present
Clarity LLC 2009 - 2010
Capital Group 2008 - 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Publisher, Visual Studio, Microsoft Visual Studio..., Outlook, GIS Application, Lotus Notes
Education
Colby College 2003 — 2008
BA, Sociology
Capital Group September 2000 - Present
DeVry University June 1999 - September 2000
Skills
IT Operations, Access, Process Improvement, Asset Managment, Blackberry Enterprise..., BMC Remedy, Blackberry, Active Directory, XP, Microsoft Office, Technical Support, VPN, ITIL, Lotus Notes, Team Building, Troubleshooting, Software Documentation, Disaster Recovery, System Administration, IT Management, SharePoint, Help Desk Support, Visio, Citrix, Windows 7, Windows Server, Servers, Software Installation, Microsoft Exchange, Unix, Network Administration, Windows XP, HP
Education
DeVry University-California 1996 — 1999
BS, CIS
Keller Graduate School of Management of DeVry University
MS, Telecom Management
Lachoneus Financial Planning January 2013 - Present
MassMutual Financial Group August 2010 - December 2012
Integrated Asset Managment, LLC August 2009 - June 2010
Capital Group June 2007 - June 2009
World Savings 2005 - 2007
Sprint 2005 - 2005
Skills
Investments, Strategic Financial..., Insurance, Finance, Retirement Planning, Mutual Funds, Mortgage Lending, Retirement, Sales, Marketing, Loans, Financial Advisory, Account Management, Disability Insurance, Underwriting, Access, Long Term Care Insurance, Financial Analysis, Estate Planning, 401k, Valuation, Financial Modeling, Qualified Retirement...
Education
Utah State University 2005 — 2007
B.S., Finance, Economics, Personal Financial Planning
Dixie State College 2003 — 2004
Associates Degree, Science and Business
Capital Group January 2014 - Present
NWQ Investments October 2003 - January 2014
Putnam Investments September 2001 - September 2003
Putnam Investments January 1997 - September 1999
RBC Dominion Securities July 1996 - January 1997
Skills
Equities, Fixed Income, Options, Investment Strategies, Commodity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Dartmouth College 1992 — 1996
Bachelor of Arts (BA), Economics
Randstad Sourceright US June 2009 - Present
Capital Group October 2013 - June 2015
AllianceBernstein May 2011 - October 2013
Gerard Stewart January 2007 - May 2009
DSCC Inc. June 2001 - December 2006
Lucas Group Executive Search September 1997 - May 2001
Skills
Executive Search, Talent Acquisition, Recruiting, Human Resources, Business Development, Strategy, Outsourcing, Temporary Placement, Leadership, Sourcing, Talent Management, Management, Start-ups, Career Counseling, Executive Management, Technical Recruiting, College Recruiting, Consulting, Applicant Tracking..., Internet Recruiting, Financial Services, Interviews, Screening Resumes, Staffing Services, Benefits Negotiation
Education
Clemson University
BS, Business Management
Appirio January 2010 - Present
Intuitive Surgical November 2014 - June 2015
Facebook September 2012 - October 2014
X.commerce January 2012 - August 2012
Capital Group January 2011 - January 2012
Perceptive Software September 2010 - January 2011
Glocap Search March 2010 - August 2010
Dotster, Inc. May 2007 - November 2009
GiftTree July 2006 - May 2007
Autodesk Inc. May 2004 - May 2006
Skills
Java, MySQL, PHP, Software Development, Web Applications, Software Engineering, Salesforce.com, Business Analysis, Cloud Computing, Integration
Education
University of Portland 2002 — 2006
BS, Computer Science
Clark College 2000 — 2002
AA, General, Transferrable
Evergreen High School 1998 — 2002
Park Tudor School June 2015 - Present
Teachers College, Columbia University May 2013 - Present
The Orchard School July 2014 - June 2015
Greenwich Country Day School August 2013 - June 2014
Chidsey Leadership Fellows Program September 2009 - May 2013
Capital Group June 2012 - August 2012
The Davidsonian May 2011 - May 2012
Cincinnati Magazine May 2010 - August 2010
Community Press Newspapers June 2005 - June 2009
Skills
Editing, Leadership, Interviews, Training, Editorial, Newspapers, Creative Direction, Leadership Development, Management, Blogging, Nonprofits, Research, Social Media, Public Speaking, Teaching, Social Networking
Education
Davidson College 2009 — 2013
Bachelor of Arts in Sociology, Interdisciplinary Concentration in Education
Ayurveda & Yoga Retreat Hospital 2011 — 2011
Ayurveda Therapist, Alternative Medicine
The Summit Country Day School 2005 — 2009
High School, College Prep
Capital Group May 2015 - Present
YMCA November 2014 - Present
Fuqua School of Business July 2014 - Present
Procter & Gamble November 2014 - May 2015
Column5 Consulting June 2014 - December 2014
Column 5 Consulting July 2011 - May 2014
Accenture March 2010 - July 2011
AT&T Internal Consulting January 2009 - March 2010
AT&T Internal Consulting June 2007 - January 2009
United Way of the Bay Area 2007 - 2009
Skills
SAP BW, Integration, Management, SAP R/3, CRM, SAP, SDLC, Business Process, Strategy, Project Management, Leadership, Business Analysis, Consulting, SAP Netweaver, Analysis, SAP ERP, Strategic Planning, Management Consulting, Business Intelligence, Data Integration, Consolidation, EPM, Data Modeling, Business Strategy, Cross-functional Team..., Visual Composer, Business Planning, SAP BI/BW, Consultants, SAP BI, Team Leadership, Supply Chain Management, Financial Reporting, Sales, Project Delivery, Team Management, Collaboration, Client Co-ordination, Analytics, Big Data, Entrepreneurship, Strategy Implementation, Strategy Execution, Growth Strategies, Competitive Analysis, Pricing Strategy, Pricing, Competitor Intelligence, Market Entry, International Market...
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA), Strategy & Health Sector Management
Diablo Valley College 2008 — 2009
Post Baccalaureate, Business Administration and Management, General, 4.0
SAP America 2007 — 2007
SAP Training
University of California, Davis 2002 — 2007
Bachelor's of Sciences, Computer Science
McCann Erickson November 2010 - Present
Audience Theory July 2010 - October 2011
JWT September 2009 - November 2010
Capital Group 2004 - December 2009
Skills
Consumer Insights, Marketing Research, Social Media, Digital Strategy, User Experience, Advertising, Blogging, Strategic Communications, Content Strategy, Social Media Marketing, Digital Marketing, Marketing Communications, Marketing, Customer Insight, Market Research, Strategy, New Media, Start-ups, Brand Architecture, Mentoring, Integrated Marketing, Thought Leadership, Strategic Leadership
Education
Columbia University in the City of New York 2007 — 2011
M.S., Strategic Communications
University of South Carolina-Columbia 1998 — 2002
B.A., English Literature
University of Massachusetts, Amherst 2000 — 2001
English
Giessen Middle School
Spring Valley High School
The Walt Disney Company January 2015 - Present
The Walt Disney Company April 2014 - December 2014
Solutions3 LLC January 2014 - March 2014
Solutions3 LLC March 2013 - December 2013
Noc-Serve Technologies LLC February 2013 - March 2013
J9 Technologies February 2011 - February 2013
The Walt Disney Company November 2011 - November 2012
Capital Group December 2009 - December 2010
RNB Technologies March 2008 - December 2009
RNB Technologies November 2006 - March 2008
Skills
HP Openview, SiteScope, DDM, CMDB, VMware ESX, vCenter, Systems Monitoring, Scripting, NNMi, Business Service..., HP Business..., VMware, System Monitoring, HP
Education
HP Educational Services 2004 — 2013
HP Software Products
VMWare Education 2009 — 2011
SAP Business Objects 2008 — 2008
Crystal Reports 2008 training
Colorado Technical University 2003 — 2007
BS in Information Systems Management, Information Systems Management
Boston Private Wealth LLC June 2015 - Present
Morgan Stanley Wealth Management January 2014 - June 2015
Goldman Sachs January 2010 - June 2012
Capital Group September 1997 - May 2007
Polytechnic School August 1996 - December 1997
SportsGunner January 1994 - January 1997
BNP Paribas June 1994 - August 1996
Skills
Client Development, Business Strategy, Presentations, Competitive Analysis, Start-ups, Product Marketing, Marketing Strategy, Strategic Planning, Portfolio Management, Trading, Equities, Digital Media, Marketing, Options, Executive Management, Forecasting, Leadership, Investments, Management, Investment Management, Strategy, New Business Development, Valuation, Financial Modeling, Venture Capital, Sales, Series 7, Mergers & Acquisitions, Alternative Investments, Private Equity, Series 63
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Executive MBA, Strategy, Entrepreneurship, Financial Services, 2014
Cornell University 1990 — 1994
BA, English, Economics
Polytechnic School 1986 — 1990
College Prep, Liberal Arts and Sciences, General Studies and Humanities
optionsXpress July 2006 - Present
American Cancer Society September 2012 - December 2012
Capital Group August 2004 - June 2006
ABN AMRO Bank N.V. June 2002 - August 2004
Education
Dominican University
Bachlor's, Business Administration; Concentration: Finance and Economics
Google Inc. November 2012 - Present
Google October 2011 - November 2012
Capital Group 2007 - 2011
Morgan Stanley 2006 - 2007
UBS 2003 - 2006
Skills
Financial Modeling, Valuation, Investment Banking, Equities, Equity Research, Investments, Hedge Funds, Corporate Finance, Capital Markets, Due Diligence
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Columbia University in the City of New York 1999 — 2003
BA, Comparative Literature, Cum Laude
St. Paul's School
Capital Group October 2011 - Present
Pratt May 2010 - August 2010
Education
Clemson University - College of Business and Behavioral Science 2007 — 2010
Jennison Associates LLC November 2013 - Present
Rainier Investment Management May 2011 - November 2013
Capital Group July 2009 - May 2011
Capital Group November 2007 - July 2009
Callan Associates April 2001 - November 2007
United States Golf Association June 1998 - January 2001
Skills
Client Service, Asset Management, Investments, Pensions, Consultant Relations, Defined Benefit, Defined Contribution, Asset Managment
Education
Dartmouth College 1994 — 1998
BA, English
Barrington (RI) High School 1990 — 1994
Capital Group January 2011 - June 2011
Equidata May 2009 - February 2010
Loan Max January 2007 - October 2008
The Lee Group December 2005 - July 2006
Skills
Problem soloving, Microsoft office, Reading Comprehension, Computers, Microsoft Excel, Microsoft Word, Multi-line Phone, Clerical, Computer Research
Education
DeVry University 2009 — 2012
Business Management
Virginia Union University
120° VC January 2015 - Present
120VC January 2015 - Present
First American Title January 2015 - Present
Kelley Blue Book September 2013 - January 2015
Point B October 2011 - August 2013
Nike October 2012 - May 2013
The Walt Disney Studios April 2012 - September 2012
Capital Group October 2011 - March 2012
Cisco April 2010 - October 2011
Corundum Consultancy June 2007 - March 2010
Skills
Leadership, PMO, PMP, Program Management, Business Analysis, Business Process..., SDLC, Software Project..., Vendor Management, Requirements Analysis, Change Management, Project Management, Management Consulting, Project Portfolio..., Business Process, Team Leadership, Telecommunications, CRM, Requirements Gathering, Business Intelligence, Project Planning, Agile Methodologies, Integration, Enterprise Software, Management, Software Development, IT Strategy, Testing, Cross-functional Team..., Agile Project Management, Strategy, Process Improvement, Scrum
Education
PMP Course 2010 — 2010
Dublin Business School 2002 — 2003
Diploma, Finance and Financial Management Services
Dublin City University 1993 — 1997
MSc, Computational Linguistics - (IT and Language)
Rathcroghan NS
United States Department of Defense 2009 - Present
Project Management Institute - PMI Bangkok Chapter (www.pmithai.org) January 2014 - Present
SeniorNet May 2011 - Present
Soft Stuff, Inc. - Long Island, New York October 2008 - October 2010
Morgan Stanley 2004 - 2008
Morgan Stanley 2000 - 2004
Reed Business Information 1999 - 2000
Lord, Abbett & Co. LLC 1998 - 1998
Capital Group 1997 - 1998
Bay Medical Supply Company 1992 - 1997
Skills
VMware, Active Directory, Virtualization, Disaster Recovery, Business Continuity..., Team Building, PMP, Team Leadership, Microsoft Office, Change Management, Software Project..., Integration, Process Improvement, Project Planning, Public Speaking, Security, Foreign Languages, Testing, Planning, MS Project, Problem Solving, Strategic..., Technical Communication, Technical Leadership, Microsoft Exchange, Strategic Planning, Technical Translation, Interpreter, Cross-functional Team..., Networking
Education
New York University 2004 — 2006
Masters, Strategy and Leadership
Drexel University 1989 — 1992
B.S., Information Science
Capital Group January 2011 - Present
Capital Group December 2001 - July 2008
Skills
Creative Writing, Editing, Improvisation, Event Management, Blogging, Microsoft Office, Meeting Planning, Event Planning, Copy Editing, Spreadsheets, Proofreading, Executive Support, Adobe Acrobat, Social Media
Education
New School for Social Research 1990 — 1991
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Columbia College Chicago 1988 — 1990
Bachelor of Arts (B.A.), Fiction Writing
Mesirow Financial April 2013 - Present
Cap Gemini Sogeti September 2011 - April 2013
Capital Group May 2008 - September 2011
Wachovia Securities, LLC February 2004 - May 2008
Accenture / Avanade, Cap Gemini, IBM Global Services, British Telecom 1990 - 2004
Skills
IT Governance, IT Strategy, Outsourcing, Offshoring, IT Management, Data Warehousing, Program Management, SOX, Banking, Mutual Funds, Retail Brokerage, Global Delivery, Portfolio Management, Asset Management, PMP, Vendor Management, Enterprise Architecture, SDLC, Business Process, Integration, PMO, Business Intelligence, Compliance, Process Improvement, ITIL, Business Process..., Business Analysis, Governance
Education
DePaul University
M.S., Computer Science
Heartland Payment Systems October 2009 - Present
Capital Group August 2005 - October 2009
Fidelity Investments June 2000 - May 2005
Skills
Cisco Technologies, OSPF, BGP, Data Center, VPN, Network Security, Firewalls, MPLS, Cisco Nexus, Disaster Recovery, Checkpoint, Network Design, Security, VMware, VoIP, DNS, Virtualization, Cisco Routers, EIGRP, Infrastructure, Routing, LAN-WAN, Cisco IOS, Networking, Switches, WAN, Routers, Servers, Cisco Call Manager, Cisco Certified, SAN, Vendor Management, Switching, Network Architecture, IPS, CCIE, Integration, TCP/IP, Troubleshooting, Network Administration, ITIL, Information Technology, IT Management, Windows Server, Active Directory, Cloud Computing, Network Engineering, Telecommunications, Management, IP
Education
Collin County Community College
United States Marine Corps
Capital Group January 2010 - August 2013
Trust Company of the West May 2006 - August 2008
Skills
Financial Services, Finance, Microsoft Excel, Mutual Funds, Portfolio Management, Retirement, Investments, Social Media, Microsoft Office, Research, Customer Service, Public Relations, PowerPoint, Leadership
Education
Newcastle University 2013 — 2014
Media and Journalism, Arts and Culture, Merit
Dickinson College 2005 — 2009
BA, American Studies
Capital Group February 2015 - Present
Gartland and Mellina Group November 2012 - Present
Lazard January 2010 - November 2012
3i Group plc June 2008 - December 2009
Chartwell Education Group February 2007 - May 2008
Skills
Private Equity, Corporate Finance, Financial Modeling, Capital Markets, Valuation, Investment Banking, Equities, Portfolio Management, Strategic Planning, Due Diligence, Emerging Markets, Project Management, Business Requirements, Client Interfacing..., Investment Reporting, Leadership, Business Strategy, Marketing, Strategic Sourcing, Business Process...
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Columbia University in the City of New York 2010 — 2011
Business Certificate, Business Administration and Management, General
Manhattan School of Music 2004 — 2006
Master of Music, Vocal Performance
University of Southern California 1996 — 2001
Bachelor of Music, Vocal Performance
Capital Group April 2012 - Present
Skills
Business Analysis, Strategic Planning, Process Improvement, Change Management, Project Management, Microsoft Office, Software Development, SDLC, Software Project..., Requirements Analysis, Visio, Analysis, Insurance, Business Process..., Team Building, SharePoint, Management, Leadership, PowerPoint, Vendor Management, Business Intelligence, MS Project, Product Development, IT Management, Software Documentation, Business Requirements, Requirements Gathering, Systems Analysis
Education
DePaul University
Wright State University
Capital Group 2011 - Present
Capital Group 2014 - September 2015
Capital Group 2006 - 2011
Education
Pepperdine University 2009 — 2013
Masters of Arts
Colorado State University 2000 — 2004
Bachelor of Arts
Capital Group February 2006 - Present
Pasadena Symphony 2004 - 2006
Skills
Philanthropy, Non-profits, Nonprofits, Grants, Fundraising, Grant Administration, Public Speaking, Community Outreach, Grant Writing, Program Development, Volunteer Management
Education
University of Redlands 2001 — 2004
Bachelor of Arts (B.A.), English:Creative Writing
Cornell College 2000 — 2001
Capital Group September 2012 - Present
Capital Group March 2011 - September 2012
Capital Group September 2010 - March 2011
Capital Group October 2007 - September 2010
Capital Group July 2006 - October 2007
St. Margaret's Episcopal School September 2004 - June 2006
Shonfeld's USA September 2001 - August 2002
Skills
Bloomberg, Equities, Fixed Income, Bonds, Investments, Private Equity, Emerging Markets, Analysis, Equity Research, Financial Modeling, Valuation, Investment Management, Asset Management, Capital Markets, Equity Valuation, Financial Analysis
Education
University of Southern California - Marshall School of Business 2007 — 2010
M.B.A., Investments and Financial Markets
Cornell University 1999 — 2004
B.A., History w/ Information Science minor
St. Margaret's Episcopal School
Sargent & Berman July 2015 - September 2015
Capital Group June 2014 - May 2015
YP Holdings LLC May 2012 - November 2013
YP July 1998 - November 2013
AT&T Interactive 2008 - 2009
yellowpages.com 2001 - 2005
Skills
User Experience, Graphic Design, Illustrator, Web Design, Logo Design, Adobe Creative Suite, Dreamweaver, Graphics, Mac, Marketing, User Interface Design, InDesign, Creative Direction, Interaction Design, Art Direction, Brochures, Advertising, Typography
Education
Cleveland Institute of Art 1983 — 1987
BFA
Mohawk Valley Community College 1982 — 1983
Associate of Arts (A.A.)
Capital Group March 2014 - Present
TEKsystems April 2013 - Present
Dendreon August 2010 - December 2012
Robert Half International June 2009 - December 2010
Manheim Auctions 2002 - 2009
Skills
Outlook, Documentation, Inventory Management, Microsoft Office, Troubleshooting, SharePoint, Remote Desktop, Computer Hardware, BMC Remedy, Software Documentation, VPN, Technical Support, Help Desk Support, Visio, Altiris, Microsoft Exchange, Vendor Management, XP, Lotus Notes, Pharmaceutical Industry, Customer Service, iPad, Strategic Planning, Project Management, ITIL, Printers, Active Directory, Process Improvement, Citrix, Windows 7, Blackberry, Laptops, Norton Ghost, Blackberry Enterprise..., 21 CFR Part 11, Windows, Hardware, Software Installation, Windows XP Pro, Windows Server, Quality Assurance, Group Policy, Cisco VPN, Cisco Call Manager, VMware, Servers, Windows XP
Education
Cypress College 2006 — 2008
CIS
Diane Chang Coaching July 2014 - Present
Diane Chang Consulting 2012 - Present
Capital Group October 2004 - August 2011
Capital Group November 1997 - September 2004
Capital Group June 1995 - October 1997
Software AG May 1990 - June 1995
Dimension Data November 1983 - March 1990
Education
Institute for Professional Excellence in Coaching (iPEC) 2014 — 2015
University of the Witwatersrand 1981 — 1982
Damelin 1980 — 1980
Parktown Convent 1976 — 1979
Capital Group April 2014 - Present
Xerox November 2013 - March 2014
Apex Systems July 2013 - September 2013
Methodi May 2012 - May 2013
Millennium Group November 2012 - March 2013
USAA 2007 - 2012
JPMorgan Chase 2000 - 2007
Skills
Customer Service, Complaint Handling, Call Center, Quality Assurance, Training Skills, Loan Origination, Underwriting, Data Entry, MS Office Suite, Banking, Call Centers, Insurance, Financial Audits, Analysis, Training, Credit, Microsoft Office
Education
DeVry University-Texas 2009 — 2013
Computer Information Services, Computer and Information Systems Security/Information Assurance
Saint Philips College 1991 — 1993
Telogis October 2014 - Present
NexTraq (Division of FleetCor) November 2013 - October 2014
NexTraq July 2009 - October 2014
Moran Realty Group December 2005 - July 2009
Capital Group February 2005 - November 2005
Slixx Decals June 1995 - January 2005
Skills
Account Management, Customer Satisfaction, Salesforce.com, Microsoft Office, Customer Relations, Channel, PowerPoint, Team Building, Negotiation, Strategic Planning, Cross-functional Team..., Process Improvement, B2B, New Business Development, Team Leadership, Direct Sales, Telecommunications, Microsoft Excel, Customer Service, Sales, Sales Process, Customer Retention, Management, Business Development, Marketing, Problem Solving, Forecasting, Research, Mobile Devices, Contract Negotiation, Product Management, Contract Management, Process Scheduler, Product Development, Retention Strategies, Retention Management, Team Management, Supervisory Skills, Excel, Scheduling, Word, Accounting, Administration, Solution Selling, CRM, Sales Operations, Leadership, Training, SaaS, Channel Partners
Education
Real Estate License 2008 — 2008
Licensed Real Estate Agent in Georgia
Real Estate License 2004 — 2004
Licensed Real Estate Agent in California
Cypress College 1997 — 2000
Capital Group September 2012 - Present
Union Bank February 2011 - September 2012
Fortace, LLC October 2009 - December 2010
eHarmony September 2008 - May 2009
Indymac Bank July 2007 - September 2008
Bristol Home Loans September 2004 - June 2007
The Home Loan Group 2001 - 2004
IMX Inc. 1999 - 2001
Education
Diablo Valley College 1985 — 1987
Political Science
BOK Financial March 2013 - Present
Capital Group August 2007 - March 2013
Key Private Bank November 2005 - August 2007
PNC Financial Services (formerly National City Bank) December 2004 - November 2005
Prudential Financial May 2004 - December 2004
Continental Airlines December 1997 - May 2004
Skills
Financial Modeling, Portfolio Management, Asset Managment, Finance, Banking, Equities, Process Improvement, Insurance, Valuation, Securities, Analysis, Retirement Planning, Financial Reporting, Accounting, Leadership, Investments, Retirement Planning and..., Mutual Funds, Distributions, Compliance Analysis, Customer Service, Microsoft Excel
Education
University of Phoenix 2009 — 2011
Master of Science, Accounting
Cleveland State University 1998 — 2003
BBA, Business Economics
Independent Consultant 2002 - Present
SchoolsFirst Federal Credit Union March 2014 - June 2015
SchoolsFirst Federal Credit Union July 2010 - March 2014
SchoolsFirst Federal Credit Union November 2006 - July 2010
Walter Foster Publishing 2005 - 2006
AAA 2004 - 2005
Walter Foster Publishing 2001 - 2005
Avalanche Publishing 2000 - 2001
Capital Group 1998 - 2000
Holly Yashi Jewelry 1995 - 1998
Skills
Project Management, Internal Communications, Research, Direct Marketing, Copywriting, Press Releases, Proofreading, Editing, Social Media, Copy Editing, Public Relations, Advertising, Marketing, Newsletters, Email Marketing, Event Management, Management, Marketing Strategy, Marketing Management, Corporate Communications, Leadership, Strategy, Creative Direction, CRM, Editorial, Marketing Communications, Publications, Brochures, Online Marketing, Social Media Marketing, Magazines, Direct Mail, Integrated Marketing, Digital Marketing, Media Relations, Digital Media, Brand Development, Online Advertising, Budgets, Digital Strategy, Strategic Communications, Content Development, Web Content, Writing, Event Planning, Team Building, Strategic Planning, Customer Service
Education
University of California, Irvine 2007 — 2011
certificate, Marketing
Humboldt State University 1995 — 1998
B.A., English Literature
College of the Redwoods 1995 — 1995
Associate of Arts (A.A.), Social Sciences
University of California, Santa Cruz 1991 — 1992
Anthropology
Capital Group August 2014 - Present
Fred Macri May 2013 - August 2014
New York Genome Center February 2012 - April 2013
EnlightenNext January 2004 - September 2011
Asia Pacific Center for Security Studies, U.S. Navy January 2000 - September 2003
US Navy 1999 - 2003
Skills
Strategic Partnerships, Digital Marketing, Digital Strategy, Online Marketing, Digital Media, Leadership, Web Marketing, Publishing, Content Marketing, Business Development, E-commerce, Online Advertising, Online Publishing, Email Marketing, Marketing, Program Management, Team Leadership, Mobile Marketing, Event Management, Management, Entrepreneurship, Nonprofits, Business Planning, Operational Planning, Web Project Management, Operations Management, New Media, Content Strategy, Military Operations, Negotiation, Logistics Management, Biotechnology Industry, Operating Budgets, Navy, Military Logistics, Military Experience, Online Lead Generation, Executive Producing, Federal Procurement, Federal Contracts, Production Budgeting, Revenue Growth..., Integrated Marketing, Product Marketing, Strategy, Social Media Marketing, Start-ups, Social Media, Affiliate Marketing, Content Development
Education
Duke University 1995 — 1999
Bachelor of Arts, Environmental Science & Policy
Capital Group August 2001 - March 2015
The Academy of American Poets 1994 - 1999
Skills
Financial Modeling, Valuation, Asset Management, Equities, Investments, Financial Analysis, Management, Equity Valuation, Equity Research, Economics, Securities, Capital Markets, Value Investing, Asset Managment, Business Strategy, Mutual Funds, Investor Relations, Investment Strategies, Analysis, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
University of Pennsylvania 1989 — 1992
MS Ed, MA, TESOL, Creative Writing
Colgate University 1985 — 1989
BA, English, Sociology/Anthropology
The Shipley School
The Shipley School
The Shipley School
Capital Group July 2015 - Present
Fidelity Investments June 2014 - August 2014
Firebird Management LLC May 2014 - June 2014
Urban Compass November 2012 - June 2013
Kingdon Capital August 2011 - October 2012
Goldman Sachs July 2009 - July 2011
Goldman Sachs July 2007 - July 2009
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The Ohio State University 2003 — 2007
BSBA, Accounting and Finance
Санкт-Петербургский Государственный Политехнический Университет / Saint Petersburg State Polytechnical University
Economics
Capital Group October 2012 - Present
Latham & Watkins December 2009 - September 2012
LeBoeuf, Lamb, Greene & MacRae May 2007 - August 2007
Education
Columbia University School of Law 2006 — 2009
J.D., Law
Georgetown University 2002 — 2006
BSFS, International Politics and Law
Capital Group May 2014 - Present
StartingBloc March 2009 - Present
The Vanguard Group, Institutional Marketing November 2011 - June 2013
The Vanguard Group, International Division January 2010 - November 2011
The Vanguard Group, Retail Web Services January 2008 - January 2010
Transwitch 2006 - 2006
NCR Corporation 2003 - 2006
The Vanguard Group 2000 - 2000
Skills
Project Management, Team Building, Data Analysis, Financial Analysis, Process Improvement, Business Analysis, Agile Project Management, Waterfall, DMAIC, SharePoint, Siebel, Mekko Graphics, Analytics, Analysis, Management, Business Strategy, Green Technology, Strategy, Leadership, Agile Methodologies, Product Management
Education
Drexel University - College of Business and Administration
Business Adminstration, MIS & International Business
Ballast Group October 2013 - Present
Club Monaco August 2012 - Present
Helen Yi March 2013 - February 2015
Capital Group February 2013 - June 2013
Banana Republic August 2011 - July 2012
Banana Republic August 2010 - May 2011
Banana Republic May 2008 - August 2010
Champaign Unit 4 Schools December 2009 - June 2010
Skills
Loss Prevention, Merchandising, Styling, Visual Merchandising, Store Management, Sales, Public Relations, Facebook, Fashion, Public Speaking, Social Media, Strategy
Education
DePaul University 2012 — 2013
Master of Arts (M.A.), Public Relations, Advertising, and Applied Communication, 3.84 GPA
University of Illinois at Urbana-Champaign 2003 — 2008
Bachelor of Arts (B.A.), History
Capital Group August 2014 - Present
Capital Group March 2012 - August 2014
Lawson Products 2008 - May 2012
TicketsNow January 2006 - July 2008
Skills
Adobe Creative Suite, Email Marketing, Social Media, Digital Marketing, Web Content, Online Video, Trade Show Management, Graphic Design, Wacom Tablet, Website Redesign, Web Design, Online Marketing, SEO, Social Media Marketing, Photoshop, E-commerce, Dreamweaver, Digital Media, Integrated Marketing, Event Planning, Marketing, Brand Development, Marketing Communications, Analytics, Web Video, Social Networking, Direct Marketing, Content Management, Content Strategy, Web Marketing, Google Analytics, Flash, Web Analytics, SEM, Google Adwords, Trade Shows, User Experience, Corporate Branding, Online Advertising
Education
DePaul University 2001 — 2005
Bachelor of Science, Marketing and Fine Art & Design
Tweedy, Browne Company June 2009 - Present
Atlantic Investment Management May 2008 - August 2008
Capital Group 2004 - 2007
Capital Group 2002 - 2004
Capital Group 1999 - 2002
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
CFA Institute
Cornell University 1995 — 1999
BA
Harvard-Westlake High School 1989 — 1995
John Thomas Dye
Freelance March 2013 - Present
Capital Group February 2014 - October 2014
Full Orange Films June 2010 - June 2013
Aquent 2005 - May 2010
The Walt Disney Company February 2010 - April 2010
The Walt Disney Studios Home Entertainment April 2009 - February 2010
Disney Consumer Products August 2008 - February 2009
Kaiser Permanente January 2007 - December 2007
Event 360 2006 - 2007
Freelance 1988 - 2006
Skills
Advertising, Marketing Communications, Marketing, Creative Direction, Video Production, Photo Shoot Production, Post Production, Project Management, Production Budgeting, Production Planning, Studio Managers, Print, WordPress, Digital Media, Social Media, CRM, Direct Mail, Leadership, Integrated Marketing, Film Production, Copywriting, Photography, Design Studio, Bookkeeping, Events, Entertainment, New Media, creative services..., Adobe Creative Suite, Editing, Social Media Marketing, Email Marketing, Art Direction, Creative Services, Budgets, InDesign, Non-profits, Event Planning, QuickBooks, FileMaker, Digital Strategy, Online Advertising, Marketing Strategy, Team-oriented, Creative Briefs, Manage Client..., CMS, Video
Education
The University of Texas at Austin 1981 — 1984
BS, Communications
Damelin 1978 — 1979
matric
Capital Group August 2015 - Present
LoanMe Official October 2014 - August 2015
The Abreon Group January 2014 - October 2014
Vistage January 2012 - February 2014
Manage Your Performance Inc November 2010 - April 2013
MedImpact Healthcare Systems Inc, and Shared Solutions November 2010 - January 2011
MedImpact Healthcare Systems Inc. October 2007 - October 2010
Equity 1 Lenders Group June 2005 - September 2007
JPMorganChase January 2001 - July 2005
Skills
Employee Training, Executive Coaching, Training, Instructional Design, Organizational..., Leadership Development, Coaching, Leadership, Talent Management, Team Building, E-Learning, Career Development, Onboarding, Succession Planning, Public Speaking, Blended Learning, Team Leadership, Cross-functional Team..., Strategy, Training Delivery, Performance Improvement, Change Management, Workshop Development, Instructor-led Training, Organizational..., Program Management, Management, Design Workshops, Staff Development, Recruiting, Technical Training, HR Consulting, Training & Development, Webinars, Personnel Management, Teamwork, Collaborative, Course Development, Curriculum Development, Workforce Development, Workshop Design, Workshop Presenter, Workshop Delivery, Training Workshops, Online Training, Human Development, Human Performance, Human Capital Management, Predictive Index (PI)..., FDCPA
Education
Concordia University 1994 — 1997
BA, Education
Gap Inc. March 2014 - Present
PRO Unlimited February 2013 - March 2014
Capital Group March 2013 - March 2013
N-IVY English Language Institute August 2011 - August 2012
University of Oregon September 2008 - June 2011
Hollister Co. October 2005 - May 2007
Skills
Social Media, Customer Service, Social Networking, Facebook, Event Planning, PowerPoint, Social Media Marketing, Event Management, Microsoft Word, Time Management, LinkedIn, Microsoft Office, Web Design, Public Speaking, SnagIt, ExactTarget, Public Relations, Microsoft Excel, Tumblr, Research, Marketing, Teamwork, Fashion
Education
University of Oregon 2007 — 2011
Bachelor of Arts, International Studies; Business; German Studies
Copenhagen Business School 2010 — 2010
International Business
Charles Schwab July 2015 - Present
Capital Group March 2005 - Present
Skills
Fixed Income, Mutual Funds, Investments, Asset Management, Vendor Management, Outlook, Relationship Management, Risk Management, Customer Service, Financial Analysis, Hedge Funds, Financial Services, Bloomberg, Business Analysis, Management, Leadership, Process Improvement, Client Services, Securities, Investment Management, Portfolio Management, Wealth Management, Alternative Investments, Equities
Education
Cleveland State University
Bachelor of Business Administration (BBA), Management, Labor Relations and Human Resources
Cleveland State University
Bachelor's degree, Management, Labor Relations and Human Resources
Capital Group October 2014 - Present
ISSA Alamo Chapter January 2015 - Present
Natalia Veteran's Memorial Library Foundation August 2014 - Present
Capital Group December 2010 - December 2014
Capital Group July 2007 - December 2010
ISSA Alamo Chapter January 2009 - December 2009
USAA September 1997 - July 2007
Rothe Development, Inc. January 1997 - September 1997
United States Air Force April 1989 - January 1997
Skills
CISSP, ITIL, Security, Risk Mitigation, IT Service Management, IT Management, Data Center, Incident Management, Risk Management, IT Operations, Risk Assessment, Compliance, Process Improvement, Information Security..., Mainframe, Disaster Recovery, Information Security, Management, Leadership, Service Delivery, Information Technology, Vendor Management, Data Security, Vulnerability Assessment, Business Continuity, IT Strategy, Computer Security, ISO 27001, Incident Response, Infrastructure, Network Security, IT Audit, Enterprise Architecture, PCI DSS, Servers, Business Continuity..., Software Development, SDLC, Software Documentation, Project Planning, Integration
Education
SANS Institute 2006 — 2010
GIAC certifications, infosec
The University of Texas at San Antonio 2004 — 2009
MBA, Business & Infrastructure Assurance
Park University 1994 — 2000
B.S., Dual degree in Management & Computer Info Systems
Community College of the Air Force 1992 — 1994
Associate of Arts and Sciences (A.A.S.), Applied Information Systems
Capital Group April 2010 - Present
Education
Concordia University Irvine 1993 — 1999
Maranatha High School 1989 — 1993
ITT Corporation June 2013 - Present
Avon May 2012 - May 2013
Avon Cosmetics February 2007 - May 2012
Capital Group 2005 - 2007
Pfizer Pharmaceuticals 2000 - 2005
GE Capital 1997 - 2000
Skills
Succession Planning, Human Resources, Talent Management, Onboarding, Organizational..., Deferred Compensation, Employee Relations, Personnel Management, Employee Engagement, Organizational..., Leadership Development, Organizational Design, Leadership, HRIS, Performance Management, Workforce Planning, Talent Acquisition, HR Policies, Career Development, Labor Relations
Education
Columbia University in the City of New York 1994 — 1997
MSW, Clinical Social Work
Vassar College
BS, Psychology
Chevron October 2014 - Present
Keybridge July 2013 - October 2014
Keybridge January 2012 - July 2013
Keybridge August 2009 - December 2011
Booz Allen Hamilton October 2007 - July 2009
Booz Allen Hamilton May 2006 - September 2007
Capital Group 2001 - 2004
Skills
Econometrics, Data Analysis, Macroeconomics, Quantitative Analytics, Strategy, Finance, Policy Analysis, Research, Government, Economic Research, Public Policy, Valuation, Program Evaluation, Financial Modeling, Economics, Stata, Management Consulting, Analysis, Strategic Planning, Financial Analysis
Education
Duke University 2004 — 2006
MPP, Applied Economics
The Johns Hopkins University 1997 — 2001
BA, Economics (Honors)
Capital Group December 2005 - Present
Grifols 2000 - 2005
Occidental College September 1996 - May 2000
Skills
Lotus Notes, Visio, Active Directory, Process Improvement, SharePoint, Access, Blackberry Enterprise..., Disaster Recovery, VBA, Windows, Business Analysis, Software Documentation, System Administration, SQL, Requirements Analysis, ITIL, IT Strategy, Databases, Vendor Management
Education
Occidental College 1996 — 2000
Cornell University
Capital Group May 2015 - Present
Capital Group November 2010 - April 2015
Capital Group September 2007 - November 2010
Capital Group February 2002 - August 2007
H&R Block December 2005 - April 2007
Accenture January 2000 - January 2001
SAIC June 1999 - January 2000
Karp, Richardson & DerOvanesian, PLC 1998 - 1998
Skills
Business Analysis, Analysis, Project Management, Requirements Analysis, Business Process, Visio, Process Improvement, Portfolio Management, Requirements Gathering, Management, Investment Management, Mutual Funds, Valuation, Strategy, Change Management, Fixed Income, Marketing Strategy, Investments, Risk Management, Derivatives, Data Analysis, Training, Business Process..., Tax Preparation, Strategic Financial..., Testing, Equities, Bloomberg, Vendor Management, Project Planning, Financial Modeling, SQL, Benefit Cost Analysis, Financial Analysis, Finance, Management Consulting, Agile Methodologies, Cross-functional Team..., Databases, Statistical Data...
Education
Cornell University 1995 — 2000
Bachelor of Arts (B.A.)
Coastline Community College 2008 — 2009
Accounting 112
University of California, Irvine
Financial Planning and Services
Gompers Secondary
High School Diploma
US Airways October 2011 - Present
IntraEdge 2010 - 2012
Apollo Group April 2009 - October 2011
Avnet Technology Solutions October 2008 - April 2009
Capital Group May 2008 - September 2008
Apollo Group February 2006 - June 2006
Clarkson University August 2002 - June 2005
Clarkson University January 2002 - August 2002
Skills
Agile Methodologies, Quality Center, SQL, Testing, Java, SDLC, Unix, QTP, XML, Requirements Analysis, Test Automation, Quality Assurance, Oracle, Scrum, Software Quality..., Perl, Selenium, Test Planning, Software Project..., Software Development, JavaScript, SOA, Microsoft SQL Server, C, REST, Performance Testing, System Testing, Spring, Functional Testing, Test Automation..., Performance Tuning, LoadRunner, SoapUI, Performance Engineering, JIRA, Scalability, SOAP, Web Services, Regression Testing, Test Management
Education
Clarkson University 2002 — 2006
MS, Mechanical and Aeronautical Engineering
Clarkson University 2002 — 2006
PhD, Fluid Mechanics
Jawaharlal Nehru Technological University 1997 — 2001
B. Tech, Mechanical
Aditya Jr. College 1995 — 1997
Aegis Living May 2015 - Present
Merrill Gardens January 2013 - May 2015
Merrill Gardens February 2012 - December 2012
Emeritus Senior Living January 2011 - February 2012
Citigroup February 2010 - August 2010
Capital Group June 2006 - March 2009
Countrywide Bank May 2005 - May 2006
Charter One Bank July 1998 - May 2005
Skills
Investor Presentations, Strategic Financial..., Forecasting, Investor Relations, Profitability Analysis, Financial Analysis, Financial Modeling, Variance Analysis, Corporate Finance, Budgets, Process Improvement, Financial Reporting, Executive Level..., Real Estate Investment, Partner Relationship..., ERP Implementations, Yardi Property..., SAS, SQL, Agresso, Microsoft Office, Risk Analysis, Portfolio Management, Financial Planning, Equity Research, Foreign Investment, Mutual Funds, Brokerage, Currency, Trading, ETFs, Credit Risk, Risk Management, Tableau, Strategic Planning, Analysis, Investments, Finance, Management
Education
Cleveland State University 2002 — 2003
MBA, Finance
Cleveland State University 2000 — 2002
BBA, Finance
Seven Valleys May 2015 - Present
Capital Guardian LLC January 2015 - June 2015
Northern Star Capital Management January 2014 - January 2015
(qp) global advisors January 2013 - January 2015
Capital Group November 2007 - October 2012
Webster Financial Advisors October 2004 - November 2007
Wilkinson O'Grady Global Asset Management June 1999 - October 2004
Bankers Trust Company June 1996 - June 1999
Bankers Trust Company 1995 - 1996
Bankers Trust Company July 1994 - 1995
Skills
Asset Management, Portfolio Management, Equities, Fixed Income, Asset Allocation, Investments, Valuation, Alternative Investments, Wealth Management, Strategic Planning, Family Office, Mergers, Equity Research, Equity Valuation, Trusted Advisor, Behavioral Finance, Bank Mergers, Investment Banking, Financial Analysis, Management Consulting, Strategic Consulting, Strategic Financial..., Corporate Development, Fund Of Funds, Bonds, Financial Planning, Investor Relations, Wealth Management..., Investment Management, Risk Management, Hedge Funds, Strategy, Investment Advisory, Mutual Funds, Financial Structuring, Mergers & Acquisitions, Due Diligence, Investment Strategies, Bloomberg, Corporate Finance, Financial Services, Capital Markets, Business Development, Emerging Markets, ETFs, Banking, Private Equity, Financial Modeling
Education
Columbia University - Columbia Business School 1993 — 1994
MBA, Finance
Duke University 1984 — 1987
Bachelor of Arts, Economics
Deerfield Academy 1980 — 1983
High school
Capital Group May 2008 - Present
Ford Motor Company August 1987 - February 2007
Skills
Customer Retention, Cross-functional Team..., Marketing Communications, Marketing, Process Improvement, Automotive, Project Management, Leadership, Budgets, Management, Strategic Planning, Competitive Analysis, Program Management, Team Building, Sales, Marketing Strategy, Event Planning, Forecasting, Customer Service, Customer Satisfaction, CRM, Microsoft Excel, Advertising
Education
Cypress College
General Education
Kalibri Labs, LLC October 2014 - Present
Avero May 2013 - October 2014
Avero March 2012 - May 2013
Avero January 2010 - March 2012
Avero June 2008 - January 2010
Avero July 2007 - June 2008
Revenue Management Solutions December 2006 - January 2007
Capital Group May 2005 - August 2005
Hillstone Restaurant Group May 2004 - August 2004
Skills
Competitive Analysis, Hospitality Management, Restaurants, Restaurant Management, Menu Development, Food & Beverage, Hospitality, Revenue Analysis, Hospitality Industry, Marketing Strategy, P&L Management, Marketing, Micros, Hotels, Catering, Resorts, Food, Product Management, Business Intelligence, Microsoft Office, Wine
Education
Cornell University 2003 — 2007
Bachelor's Degree, Hospitality Administration/Management
Westridge
High School
Mercer July 2014 - Present
Mercer July 2011 - July 2014
Mercer September 2008 - July 2011
Capital Group November 2001 - August 2008
Brill Media Holding January 2001 - May 2001
Upside Media June 2000 - January 2001
Euromoney Institutional Investor 1998 - 1999
U.S. Senate August 1992 - January 1995
Skills
Content Development, Content Management, Corporate Communications, Internal Communications, Editing, Market Research, Copy Editing, Management, Content Strategy, Editorial, Project Management
Education
Columbia University - Graduate School of Journalism 1999 — 2000
MS, Journalism
The University of Chicago 1988 — 1992
Capital Group September 2010 - Present
Korn/Ferry International October 2007 - November 2008
Jefferies & Company March 2005 - June 2006
Cowen and Company March 2001 - March 2005
Goldman Sachs January 1995 - July 1998
Education
Duke University 1983 — 1987
Bachelor of Science, Computer Science
Capital Group July 2015 - Present
The Walt Disney Company July 2011 - July 2015
Mercer 2007 - July 2011
Western Asset Management 2004 - 2007
Skills
Executive Pay, Performance Management, Incentive Programs, HRIS, HR Consulting, Benchmarking, Broad-based Compensation, Internal Position..., Compensation, Employee Engagement, Financial Modeling, Management, Organizational Design
Education
Cornell University
BA, Chemistry
Fixed Income Investments April 2013 - Present
Western Asset Management February 2013 - April 2013
Fidelity Investments August 2012 - January 2013
Capital Group August 2005 - July 2009
Bank of America 1998 - 2005
Banc of America Securities May 1998 - August 2004
Skills
Capital Markets, Equities, Bloomberg, Fixed Income, Middle Office, Hedge Funds, Alternative Investments, Risk Management, Valuation, Fixed Income Analysis, Derivatives, Portfolio Management, Investments, Asset Management, Options, Bonds, Mutual Funds, Financial Markets, Securities, Equity Derivatives, Bloomberg Terminal, Investment Management, Trading, Swaps, FX Options, Structured Products, Credit Derivatives, Market Data, Investment Advisory, Due Diligence, Credit Analysis, Back Office, Operational Risk, Hedging, Interest Rate...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
BSM, Business Administration and Management, General
Colby College 1994 — 1998
InvestTech Systems Consulting June 2015 - Present
Consultant November 2014 - Present
Capital Group May 2014 - November 2014
Janus Capital Group January 2012 - May 2014
Janus Capital Group January 2010 - January 2012
Janus Capital Group October 2007 - January 2010
Clayton January 2007 - September 2007
Clayton Fixed Income Services 2006 - 2007
Skills
Portfolio Management, Process Improvement, Accounting, Asset Allocation, Investments, Management, Trading, Fixed Income, Equities, Asset Management, Hedge Funds, Investment Management, Securities, Mutual Funds, Bloomberg
Education
Colorado State University 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Massey University 2003 — 2003
Capital Group 2015 - Present
Toyota USA 2012 - 2015
Toyota USA 2012 - 2012
Toyota USA 2011 - 2011
Karl Storz Endoscopy 2009 - 2011
Nestlé USA August 2010 - December 2010
Capital Group 2006 - 2009
Syracuse University January 2005 - May 2005
CSG Investments, Inc. 2003 - 2003
Skills
Strategic Planning, Healthcare, Microsoft Office, Financial Analysis, Negotiation, Contract Negotiation, PowerPoint, Business Strategy, Research, Compliance, Competitive Analysis, Contract Management, Contract Review, Contract Development, Strategy Development, Strategic Analysis, Strategic Thinking, Cross-functional Team..., Strategy, Analysis, Finance, Leadership, Budgets, Market Research, Product Management, Process Improvement, Management
Education
University of Southern California 2011 — 2011
School of Cinematic Arts- Graduate Certificate, The Business of Entertainment
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Corporate Strategy
Syracuse University - Maxwell School of Citizenship and Public Affairs 2004 — 2006
Master of Arts (M.A.), Economics
Syracuse University College of Law 2003 — 2006
Juris Doctor (J.D.), Law and Economics
Clark Atlanta University 1998 — 2002
Bachelor of Arts (B.A.), Finance
Perot Systems June 2007 - Present
KB Home June 2007 - Present
Toyota Financial Services September 2006 - June 2007
First American Title April 2006 - September 2006
Ameriquest Mortgage August 2003 - April 2006
Capital Group June 2002 - August 2003
Education
Coleman College 1996 — 1998
B.S, Computer Information Systems
Mt San Jacinto 1993 — 1995
A.S, Computer Information Systems
ADP December 2013 - Present
Capital Group September 2008 - December 2013
Barclays Capital September 2005 - June 2008
Mattel April 2001 - April 2003
Homestore March 2000 - April 2001
Credit Suisse First Boston July 1999 - February 2000
Skills
Strategy, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Forecasting, Variance Analysis, Analysis, Budgets, Business Planning, Finance, Investments, Strategic Financial..., Valuation, Asset Management, Financial Planning, Leadership, Management
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
University of Virginia 1995 — 1999
BS, Commerce -- Concentration in Finance & Marketing
Capital Group February 2015 - Present
Skills
Business Objects, Business Intelligence, ETL, Data Warehousing, Data Warehouse..., Dimensional Modeling, Dashboard, Web Intelligence, Data Modeling, Business Analysis, SSIS, Data Governance, Data Quality, Cognos, Oracle, OLAP, Enterprise Software, Analytics, Business Intelligence..., Integration, Master Data Management, Data Integration, Data Mining, SSRS, Informatica, Requirements Analysis, Crystal Reports, SDLC, Performance Tuning, Enterprise Architecture, Systems Analysis, SAP BI, Teradata, QlikView, Data Marts
Education
DePaul University 1992 — 1995
Master of Science, Information Systems, 3.95
Universidad Tecnológica de México 1987 — 1989
Bachelor of Business Administration (B.B.A.), 3.7
Queen Mary School
Capital Group June 2005 - Present
Surrex Solutions Corporation June 2002 - June 2005
Automobile Club of Southern California May 1995 - June 2002
Automobile Club of Southern California May 1991 - May 1995
First Interstate Bank August 1989 - May 1991
Bergen Brunswig Corporation March 1987 - August 1989
Pittston Corporation September 1986 - March 1987
Pacific Savings Bank May 1986 - September 1986
Broadview Savings & Loan April 1982 - May 1986
Skills
Risk Management, IT Audit, Information Security
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA, Finance
Cleveland State University 1978 — 1982
BBA, Accounting
The Ohio State University 1976 — 1978
Animal Science
Department of Veterans Affairs March 2012 - December 2014
Bull Creek Data 2009 - 2012
Capital Group 2004 - 2009
Rackspace Hosting 2003 - 2004
Dell 1999 - 2003
Trend CMHC 1995 - 1999
Skills
Cisco Technologies, Data Center, Business Process, Program Management, Disaster Recovery, Strategy, Leadership, ITIL, Enterprise Architecture, IT Strategy, Service Desk, IT Management, Service Management, Information Technology, BMC Remedy, COBIT, Operations Management, Management, Integration, IT Service Management, Process Improvement, Project Management
Education
University of North Carolina at Asheville 1988 — 1992
BS, Computer Science
Community College of the Air Force
Kaiser Permanente May 2015 - Present
Capital Group June 2014 - March 2015
Verizon Wireless January 2004 - May 2014
Verizon Wireless January 2013 - January 2014
Western Dental Services August 1999 - January 2004
Brinks Home Security July 1998 - December 1998
Skills
Customer Retention, Workforce Management, Training, Troubleshooting, Avaya, Team Building, Coaching, Vendor Management, Microsoft Office, Outlook, Team Leadership, Sales, Software Documentation, Leadership, Account Management, Microsoft Excel, Performance Management, Process Improvement, Telecommunications, Data Entry, Customer Service, Customer Satisfaction, Customer Experience, Customer, Employee Training, Management, Time Management
Education
College of Marin 1996 — 1996
Business Administration/Communications
Mt. San Jacinto College 1995 — 1996
Business Administration and Management, General
Pipe Creek Volunteer Fire Department January 2011 - Present
Retirement February 2015 - Present
Capital Group December 2001 - January 2015
Mico Volunteer Fire Department January 2011 - December 2011
Mico Volunteer Fire Department April 2009 - December 2010
US Air Force October 1981 - December 2001
Skills
Disaster Recovery, Data Center, Virtualization, Enterprise Architecture, VMware, Storage Area Networks, Infrastructure, SAN, IT Management, NAS, Active Directory, VMware ESX
Education
Community College of the Air Force
AAS - Resource Management Technology, Computer Science
Capital Group June 2014 - Present
AXA US November 2012 - June 2014
AXA US January 2009 - October 2012
AXA Equitable March 2004 - December 2008
Parente Randolph December 2001 - March 2004
Arthur Andersen September 2000 - October 2001
Skills
Leadership, Product Marketing, Sales, Analysis, Financial Analysis, Insurance, Risk Management, Finance, Mergers & Acquisitions, Accounting, Forecasting, Strategic Planning, Budgets
Education
College of the Holy Cross 1996 — 2000
BA, Accounting
Capital Group July 2014 - Present
Accenture January 2010 - June 2014
Colorado State University September 2005 - December 2009
Skills
Strategy Execution, Organizational..., Employee Engagement, Change Management, Project Management, Program Management
Education
Colorado State University 2006 — 2009
BS, Business Administration
Universitat Pompeu Fabra 2008 — 2008
International Business
Columbia Business School May 2015 - Present
Capital Group October 2012 - Present
Capital Group September 2009 - September 2012
Jumpstart for Young Children April 2012 - August 2012
Capital Group June 2008 - September 2008
Andhra Mahila Sabha June 2007 - September 2007
Skills
Financial Modeling, Valuation, Economics, Capital Markets, Financial Analysis, Financial Services, Equity Research, Data Analysis, Fixed Income, Quantitative Analytics, Investments, Business Analysis, Portfolio Management, Mutual Funds, Analysis, Equities, Competitive Analysis
Education
Columbia University - Columbia Business School 2015 — 2017
University of Chicago 2005 — 2009
Bachelor of Arts (BA), Economics
William Blair & Company April 2013 - Present
Capital Group December 2007 - April 2013
Neuberger Berman December 2002 - December 2007
The Northern Trust Company June 1980 - December 2002
Skills
Asset Management, Asset Allocation, Investment Policy, Financial Planning, Investments, Asset Managment, Estate Planning, High Net Worth..., Wealth Management..., Wealth Management, Strategic Financial..., Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, Investment Advisory, Management, Alternative Investments, Equities, Finance, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1984
MBA, Finance
Trine University 1976 — 1980
BS, Business
Capital Group June 2005 - Present
Diversified Investment Advisors August 2000 - June 2005
SunTrust Bank 1995 - 2000
United States Army 1989 - 1994
Education
Clemson University 1985 — 1989
Finance
Wando High School
Capital Group November 2013 - May 2015
Boenning & Scattergood, Inc. June 2010 - August 2013
J.P. Morgan September 2009 - March 2010
Drexel University March 2009 - September 2009
Skills
Equity Research, Bloomberg, Portfolio Management, Finance, Analysis, Valuation, Fixed Income, Trading, Asset Allocation, Investment Banking
Education
Drexel University - College of Business and Administration 2009 — 2010
B.S. in Business Administration, Finance, 3.94/4.00
Belarus State Economic University 2001 — 2005
International Business
Capital Group April 2013 - Present
New York Life Insurance Company February 2012 - April 2013
Deutsche Bank April 2011 - February 2012
Dowling College September 2008 - May 2009
America Reads Program September 2006 - December 2008
Camp Mohawk June 2006 - June 2006
St. Mary’s Church September 2001 - May 2002
Skills
Team Leadership, Microsoft Excel, Lotus Notes, Java, Active Directory, Dreamweaver, Information Technology, Troubleshooting, Desktop Computers, Laptops, XP, Management, MySQL, System Administration, Microsoft Office, Software Installation, HTML, Access, Windows 7, Windows Server, Technical Support, Help Desk Support, Microsoft Exchange, Operating Systems, LAN-WAN, Windows XP, Visio, Hardware, Printers, Security
Education
Dowling College 2005 — 2009
Bachelor, Computer Information Systems
Columbia Wanger Asset Management August 2014 - Present
Capital Group June 2013 - September 2013
Accretive Health January 2010 - August 2012
Accretive Health August 2008 - December 2009
Allston Trading LLC June 2007 - August 2007
Morgan Stanley June 2005 - August 2005
Skills
SQL Server, Crystal Reports, Microsoft Excel, Equity Research, Financial Analysis, Portfolio Management, Investments, Financial Modeling, Matlab, Hyperion, Java Programming, Python Programming, PowerPoint, Microsoft SQL Server, Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting, Analytic Finance, Operations Mgmt, and Entrepreneurship, with Honors
Colgate University 2005 — 2008
BA, Economics with High Honors, Mathematics
Lake Forest High School 2000 — 2004
StreetLinks Lender Solutions an Assurant Company May 2010 - Present
Daleville Jr./Sr. High School February 2009 - May 2010
Capital Group March 2004 - December 2008
Skills
Training, Management, Process Improvement, Team Leadership, Mortgage Lending, Vendor Management, Coaching, Customer Service, Business Process..., Business Analysis, Outlook, Mortgage Banking, Loss Mitigation, Cross-functional Team..., Customer Retention, Risk Management, Management Consulting, Time Management, FHA, Relationship Management, Access, Technical Support, Finance, Financial Services, Project Planning, Manage Client..., Client Liaison, Client Relations Skills, Teaching, Volunteering, Mutual Funds, Problem Solving, System Testing, Communication, Interpersonal Skill, Online Research, Organizational..., Multiple Project..., Multicultural..., Creativity, Dependable Team Player, Professional..., Professional Experience, Highly motivated..., Driven By Results, Customer Driven, Task Management, Multi Tasking, User Acceptance Testing, Leadership
Education
Indiana Wesleyan University 2005 — 2008
MBA, Business Administration/Applied Management
Davenport University 2000 — 2004
Bachelors Degree, Business Administration/Entrepreneurship
Val-Chris Investments, Inc. August 2012 - Present
Steiner Douglas Construction, Inc. 2010 - Present
The Resort at Pelican Hill April 2008 - July 2009
Capital Group January 2008 - April 2008
Skills
Microsoft Office, Excel, Customer Service, Customer Relations, Word, Outlook, Lotus Notes, PowerPoint, Accounting, Document Scanning, Calendaring, MAS 200 software
Education
Coastline Community College 2012 — 2012
Accounting course, A
Saddleback College 1998 — 1999
Legal Studies, B
Orange Coast College 1977 — 1978
Accounting course, A
Southwest Airlines March 2014 - November 2014
CNH Industrial October 2013 - December 2013
Cisco Systems April 2013 - July 2013
Amazon.com January 2012 - February 2013
Capital Group July 2011 - December 2011
Thomson Reuters, Inc. July 2007 - July 2011
Allstate March 2005 - July 2007
Motorola Solutions August 1999 - March 2005
Skills
Agile Methodologies, SDLC, SQL, Software Project..., ETL, Software Development, Databases, jQuery, CSS, Mobile Applications, Mobile Devices, HTML 5, Android, Management
Education
Iowa State University 1995 — 1999
Bachelor of Science, Management Information Systems
DePaul University
Master of Science, Information Systems
Capital Group September 1987 - Present
Skills
Succession Planning, Talent Acquisition, Talent Management, Onboarding, Performance Management, Employee Relations, College Recruiting, Workforce Planning, Recruiting, Training, Process Improvement, Employee Engagement, Organizational Design, Applicant Tracking..., Deferred Compensation, Human Resources, HRIS, Organizational..., Personnel Management, Organizational..., Employee Benefits, Compensation & Benefit, Interviews, Career Development, Employer Branding, HR Policies, Job Analysis, Benefits Administration, PeopleSoft, Change Management, Team Building
Education
Duke University 1983 — 1987
BA, Economics, Psychology
Capital Group January 2015 - Present
Capital Group January 2014 - Present
Capital Group April 2010 - January 2014
Capital Group September 2005 - April 2010
Capital Group December 2001 - September 2005
Skills
Fixed Income, Equities, Asset Management, Mutual Funds, Investments, Financial Modeling, Investment Management, Valuation
Education
Denison University 1992 — 1996
Bachelor of Arts (BA), Economics
Celanese November 2007 - Present
Capital Group January 2005 - April 2006
Capital One January 2004 - January 2005
American Airlines February 1996 - April 2002
Skills
Disaster Recovery, Databases, Microsoft SQL Server, Servers, Testing, Access, Project Management, Business Process, Change Management, Programming, Leadership, Java Enterprise Edition, Data Migration, High Availability, Cluster
Education
DeVry University 1985 — 1988
Bachelor's Degree, Computer Science, 3.9
IPC The Hospitalist Company, Inc. October 2013 - Present
IPC The Hospitalist Company, Inc. May 2007 - September 2013
Capital Group October 2005 - March 2007
Skills
Test Automation, Visio, SQL, Quality Assurance, Oracle, SDLC, Agile Methodologies, Scrum, Process Improvement, VMware, Software Quality..., Test Planning, Test Cases, Microsoft SQL Server, WinRunner, QTP, Regression Testing, Project Management, System Testing, PL/SQL, HP Quality Center, Microsoft TFS, API Testing, IDX, VMware Workstation, Firebug, Testing, Quality Center, Manual Testing, Requirements Analysis, User Acceptance Testing, Mobile Applications, Test Management, Agile Project Management, Defect Tracking, Agile Testing, Bug Tracking, Waterfall, Bugzilla, Software Documentation, Troubleshooting, Integration, Windows, Databases, Usability Testing, Test Estimation, Web Testing, User Stories, Software Quality, Functional Requirements
Education
University of California, Irvine 2000 — 2002
BA
De Anza College 1997 — 2000
AA
Capital Group August 2015 - Present
Wells Fargo Principal Investing July 2012 - Present
Western Asset Management June 2011 - August 2011
New York City Economic Development Corporation August 2007 - July 2010
Skills
Structured Products, Financial Modeling, Asset Managment, Financial Analysis
Education
University of Southern California - Marshall School of Business 2010 — 2012
Colgate University 2003 — 2007
BA, Economics
Pirate's Dinner Adventure December 2010 - Present
Dream Vacation Builders Sales ManagerWyndham Hotel GroupAugust 2008 - May 2009
Capital Group September 2003 - August 2005
Skills
Customer Service, Hospitality
Education
Cypress College
AA
Elance January 2012 - Present
Belkin International August 2015 - August 2015
Dreamspinner Press February 2015 - August 2015
NBCUniversal, Inc. November 2014 - January 2015
NBCUniversal, Inc. August 2014 - November 2014
Capital Group March 2014 - April 2014
Disney Publishing Worldwide April 2013 - November 2013
Luna Station Quarterly January 2013 - August 2013
Hyphen, LLC January 2013 - April 2013
freelance 2011 - 2013
Skills
Proofreading, Editing, Film, Screenwriting, Publishing, Creative Writing, Books, Entertainment, Film Production, Final Draft, Blogging, Newsletters, Television, Social Networking, Digital Media, Science Fiction, Editorial, Microsoft Office, Windows, Mac OS, Outlook, Social Media, Proficient Typing Skills, Audio Transcription, Movie Magic Screenwriter, Kindle Comic Creator, iBook Author, Open Office Writer, Adobe Acrobat, Photoshop, Data Entry, Calibre, iOS, Urban Fantasy
Education
Delta State University 1997 — 2001
BFA, Art
Capital Group September 2010 - Present
Capital Group December 2007 - August 2010
United States Air Force June 2006 - September 2007
United States Air Force October 2003 - June 2006
United States Air Force February 2000 - October 2003
Skills
IT Management, Disaster Recovery, Security, ITIL, Technical Support, Coaching, Mentoring, Team Leadership, Team Management, Incident Management, Incident Response, Major Incident..., ITIL Certified, ITIL v3 Foundations..., Military Experience, Information Security, Information Assurance, Data Center
Education
Colorado Technical University
Bachelor's Degree, Project Management
Community College of the US Air Force
Associate's Degree, Management Information Systems, General
Capital Group 2005 - Present
Skills
Sybase ASE, Oracle, SQL Server 2000-2008
Education
Community College of the Air Force
Freeport-McMoRan Copper & Gold Inc. July 2014 - Present
Capital Group January 2006 - January 2014
Banner Health June 2001 - January 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Coaching, Lotus Notes, Benefits Administration, MS Project, Kronos Timekeeping, Ceridian Payroll System, Employee Relations, Payroll, Management, Project Coordination, AS400 system, Interviews, Medical Terminology, Terminations, Customer Service..., Data Analysis, Data Entry, Microsoft Publisher, Outlook, Visio, SAP, Time Management, Employee Training, Project Management, Procedure Development, Leadership, Financial Services, Human Resources, Training, Customer Service, Process Improvement, Onboarding
Education
DeVry University Phoenix 2011 — 2012
Bachelor of Science (BS), Management/Human Resources
Apollo College 2000 — 2001
Certificate, Medical Administration, 4.0
Capital Group April 2004 - Present
Skills
Investments, Customer Service, Microsoft Office, Leadership, Project Management, Sales, Qualified Retirement..., 403 b, Training
Education
Cornell University 1989 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters
Cornell University 1989 — 1994
Bachelor's degree, English Language and Literature, General