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
ServiceSource June 2012 - Present
OppenheimerFunds April 2007 - June 2012
Royal Bank of Scotland 2003 - 2006
Scottish Widows 1998 - 2002
American Funds June 1993 - July 1998
Capital Group March 1990 - June 1993
Skills
Organizational..., Coaching, Performance Management, Leadership Development, Training & Development, Consulting, Program Facilitation, Curriculum Design, Employee Training, Workshop Facilitation, Talent Management, Change Management, Succession Planning, Employee Engagement, Team Building, Training, Leadership, Management, Organizational..., Talent Acquisition, Executive Coaching, Onboarding, Organizational Design, Workforce Planning, Training Delivery, Employee Relations, Interviews, Human Resources, Recruiting, Personnel Management
Education
Indiana Wesleyan University 1995 — 1997
MS, Business Management
University of Colorado Boulder
BA, Communication
PYRAMID Laboratories Inc. 2015 - Present
BlueYield 2013 - 2014
Pacific Monarch Resorts, Inc 2007 - 2012
Red Mountain Retail Group, Inc 2005 - 2007
LCS Constructors, Inc. 2000 - 2005
Capital Group 1998 - 2000
Skills
Cash Management, Integrity, Organizational..., Situational Leadership, Results Oriented, Professionalism, Accounting, Accounts Payable, Department Budgeting, Forecasting, Problem Solving, Financial Statements, Finance, Budgets, Cash Flow, Strategic Planning, Financial Reporting
Education
Indiana University Bloomington
Bachelor of Science, Accounting
University of California, Irvine - The Paul Merage School of Business
MBA
Capital Group March 2010 - Present
Capital Group March 2005 - March 2010
Capital Group July 2002 - March 2005
Ameritech August 2000 - May 2002
Von Maur September 1998 - August 2000
Claire's Accessories March 1998 - September 1998
Montgomery Ward November 1994 - March 1998
Skills
Management, Customer Service, Leadership, ERISA, Regulatory Compliance, Retirement Savings, Performance Appraisal, Project Management, Employee Training, Financial Regulation, Associate Development, Associate Engagement, Coaching, Workshop Facilitation, College Savings Plans, Interviews, Service Center...
Education
Indiana University-Purdue University at Indianapolis 1996 — 2000
Marketing
Capital Group March 2015 - Present
JP Morgan Chase February 2011 - February 2015
JPMorgan Chase March 2007 - March 2011
Aflac August 2006 - February 2007
Skills
Customer Service, Business Strategy, Consumer Lending, Credit, Banking, Sales, Finance, Investments, Financial Analysis, Recruiting, Strategic Planning, Leadership, Management, Retail Banking, Sales Management, Financial Services
Education
Indiana University Bloomington 2000 — 2006
BA, Political Science, Economics, History
Capital Group August 2015 - Present
SS&C Globeop December 2013 - August 2015
Nuveen Investments March 2011 - December 2013
FINRA (Financial Industry Regulatory Authority) August 2010 - February 2011
Teacher/Employees Retirement System of Texas November 2007 - January 2009
Nuveen Investments February 2006 - August 2007
Dimensional Fund Advisors November 2005 - January 2006
Penson Financial Services June 2004 - September 2005
JPMorgan June 2002 - June 2004
Skills
Securities, Portfolio Management, Equities, Mutual Funds, Fixed Income, Asset Managment, Bloomberg, Derivatives, Trading Systems, Back Office, Investments, Middle Office, Investment Banking, Risk Management, Banking, Series 7, Series 63, Investment Management, Financial Markets, Corporate Actions, Finance, Settlement, Trading
Education
Texas A&M University 1996 — 1999
Bachelor of Business Administration (B.B.A.), finance
The University of Western Ontario - Richard Ivey School of Business 1993 — 1996
Bachelor of Applied Science (B.A.Sc.), chemisty
Oaktree Capital Management October 2013 - Present
US Consulate, Sydney September 2012 - February 2013
Royal Botanic Gardens January 2012 - September 2012
Capital Group December 2006 - December 2011
Forty One Restaurant June 2005 - June 2006
Short Black Cafe January 2004 - June 2005
Four Seasons Hotels and Resorts June 1996 - June 2002
Education
James Madison University 1991 — 1995
Bachelor of Business Administration (BBA), Hospitality Administration/Management
James Hardie Building Products April 2015 - Present
James Hardie Building Products August 2013 - April 2015
James Hardie Building Products December 2012 - August 2013
James Hardie Building Products June 2012 - December 2012
James Hardie Building Products August 2011 - June 2012
James Hardie Building Products September 2010 - August 2011
James Hardie Building Products August 2009 - September 2010
behindthechair May 2008 - May 2009
Capital Group September 2007 - April 2008
Skills
Supply Chain, Management, Logistics, Customer Service, Project Management, Project Planning, Business Process, SAP, Business Strategy, SAP APO, Business Process..., Automation, Operational Efficiency, Vendor Managed Inventory, Microsoft Excel, Staff Development, Process Improvement, Forecasting, Strategy
Education
Illinois Wesleyan University 2003 — 2007
Bachelors of Liberal Arts, History, International Studies, Russian
Employment Development Department June 2015 - Present
Techdemocracy LLC January 2011 - Present
City of Oakland and Public Safety November 2014 - February 2015
Capital Group February 2014 - November 2014
California Department of Public Health October 2013 - February 2014
VMware January 2010 - September 2013
Mid Continent Financial Center August 2010 - January 2011
Skills
System Administration, Network Administration, C++, VHDL, Shell Scripting, TCP/IP, Perl Script, Unix, Testing, Security, Cloud Computing, LDAP, Java, Oracle, Apache, IAM, OAM, Enterprise Network..., SSO, SAML 2.0, IDM, Weblogic Administration, SOA BPEL, Cloud Applications, SQL, Siteminder, Active Directory, Oracle Identity Manager, Directory Services, Web Services, Application Security, Servers, SOA, VMware, Identity Management, WebLogic, Enterprise Architecture, Oracle Access Manager, OID, SAML, Perl
Education
University of Missouri-Columbia 2007 — 2010
Master of Science (M.S.)
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor of Technology
Capital Group March 2015 - Present
Verizon Wireless December 2011 - February 2015
College of American Pathologists (CAP) April 2011 - December 2011
The Revere Group April 2010 - April 2011
Skills
Weblogic, Java Enterprise Edition, Middleware, Unix, Oracle, JBoss Application Server, System Administration, SOA, Solaris, Java, Tomcat, Oracle Fusion Middleware, Disaster Recovery, Performance Tuning, WebLogic
Education
University of Houston-Clear Lake 2008 — 2010
Masters, Computer Engineering
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor's, Electrical & Electronics Engineering
Capital Group February 2010 - Present
Washington Mutual September 2007 - January 2009
Option One Mortgage July 2005 - September 2007
Indymac Bank August 2001 - February 2005
Mellon Bank April 1999 - July 2001
Education
Indiana University of Pennsylvania 1997 — 1999
MBA, Management, Finance, Marketing
University of Guam 1994 — 1997
Bachelor of Business Administration, Accounting
Bain & Company September 2015 - Present
The Harvard Crimson December 2012 - December 2014
Capital Group June 2014 - August 2014
City of Boston, Office of City Councilor Michelle Wu January 2014 - June 2014
Harvard College Consulting Group January 2012 - May 2014
Michelle Wu for Boston City Councilor At-Large September 2013 - November 2013
Harvard Student Agencies May 2013 - September 2013
Obama for America May 2012 - August 2012
Skills
Stata, Social Media, Editing, PowerPoint, Data Analysis, Research, Photoshop, Microsoft Office, Public Speaking, Copy Editing, InDesign, Microsoft Excel, Economics, Mandarin, R, Social Media Marketing, Microsoft Word, Management
Education
Harvard University 2011 — 2015
Monroe Woodbury High School
Allison Transmission May 2015 - Present
HVAF of Indiana, Inc. March 2014 - Present
Appirio July 2014 - May 2015
Elements Financial October 2013 - August 2014
Capital Group May 2008 - July 2013
Capital Group January 2005 - January 2008
Capital Group January 1999 - January 2005
Skills
Training, Project Management, Management, Leadership, Business Analysis, Requirements Gathering, Data Analysis, Visio, Requirements Analysis, Business Intelligence, Budgets, Strategic Planning, Software Documentation, Forecasting, Tableau, HR Project Management, Strategic HR, Human Resources, Performance Management, Strategy, Recruiting, Coaching, Change Management, HRIS, Process Improvement, Talent Management
Education
Indiana State University 2012 — 2013
Master of Human Resources Development, Human Resources Development
Indiana Wesleyan Univeristy 2005 — 2008
Bachelor of Science, Business System Administration
Brownsburg High School
Brownsburg High School
Capital Group January 2015 - Present
Capital Group February 2011 - January 2015
Deloitte February 2008 - February 2011
Accenture January 2004 - February 2008
Skills
Requirements Gathering, Business Case, Management Consulting, Business Analysis, IT Strategy, Business Process..., Consulting, Program Management, Business Process Design, Requirements Analysis
Education
Iowa State University 1999 — 2003
BS, Computer Engineering
Brownsburg Tree Care LLC March 2010 - Present
Capital Group May 2005 - December 2010
Galyan's May 2004 - December 2004
Skills
Tree Service, Tree..., Accounting, Financial Reporting, Customer Service, Microsoft Office, Management, Financial Analysis, Budgets, Microsoft Excel, Sales, Public Speaking
Education
Indiana Institute of Technology 2004 — 2005
Accounting
Capital Group March 2014 - Present
Andrea Stein Editorial 2012 - Present
Team One/ Saatchi & Saatchi February 2012 - June 2013
Andrea Stein Editorial January 2000 - January 2012
Bertelsmannn/Doubleday 1986 - 1989
St. Martin's Press and New American Library 1980 - 1985
Skills
Fact-checking, Copy Editing, Proofreading, Grammar, Chicago Manual, Publications, Web Content, Publishing, Editorial, Text Editing, Books, Content Development, Social Media, Magazines, Ghostwriting
Education
Harvard University
BA, English
Morristown High School, Morristown, NJ
Capital Group August 2015 - Present
McCombs School of Business August 2014 - January 2015
AISP June 2013 - August 2013
Skills
Accounting, Microsoft Word, Customer Service, Microsoft Excel, Fitness, Sports, PowerPoint, Time Management, Public Speaking
Education
The University of Texas at Austin 2014 — 2015
Masters of Public Accounting, Accounting-Specializing in Financial Reporting & Assurance
Illinois State University 2010 — 2014
BA in Accounting, Accounting, 3.9
vernon hills high school 2006 — 2010
Capital Group January 2008 - Present
ROBENNY CORPORATION October 2000 - Present
PTG Distribution & Investment January 2007 - December 2012
CLICKCIOUS - Interactive Advertisement Company - Top 100 Companies in Asia March 2005 - December 2012
Skills
Corporate Risk..., Business Development..., Business Strategy, Emerging Markets, Venture Capital, Strategic Planning, Private Equity, Start-ups, Mergers, Valuation, Investments, New Business Development, Business Planning, Change Management, Due Diligence, Management Consulting, Executive Management, Business Development, Risk Management, Mergers & Acquisitions, Training, Competitive Analysis, Business Analysis, Market Research, Strategic Consulting, Business Transformation, CRM, Strategy, Project Management, Management, Outsourcing, Leadership, Finance, Consulting, Restructuring, Entrepreneurship, Banking, Corporate Development, Strategic Partnerships, International Business, Portfolio Management, Market Analysis, Cross-functional Team..., Financial Modeling, Investment Strategies, Product Management, Analytics, Corporate Finance, Financial Services, Business Process...
Education
Harvard Business School
Advanced Management
McMaster University
Master, Risk Management
McMaster University
B.Sc, Pharmaceutical Chemistry
The University of Bolton
Ph.D., Business Development Strategy
Fifth Third Bank December 2014 - Present
SLK America Inc. / SLK Software June 2011 - Present
M&T Bank & SLK Software June 2011 - December 2014
Constellation August 2008 - December 2010
Capital Group April 2007 - May 2008
TIBCO Software Inc. April 2007 - May 2008
Tufts Health Plan May 2006 - August 2007
Payless ShoeSource February 2006 - April 2006
Skills
Requirements Analysis, Project Management, Requirements Gathering, Software Architecture, Pre-sales, Quality Assurance, Onsite-Offshore..., Onsite-Offshore..., EDI, TIBCO, Kofax, Business Analysis, Business Requirements, Service Delivery..., IT Consulting, Sales Presentations, Business Development, Software Development, Software Design, Direct Client..., Client Relations, User Acceptance Testing, TIBCO BusinessWorks, Lodestar, Electrical Industry, US Healthcare, Banking, Project Delivery, Integration, SDLC
Education
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.), Mechanical Engineering
Capital Group October 2014 - Present
American Funds October 2014 - Present
Hurlow Wealth Management Group, Inc. May 2013 - April 2014
VF Corporation May 2012 - August 2012
Skills
Financial Analysis, Teamwork, Accounting, Real Estate, Investment Management, Communication, Networking, Entrepreneurship
Education
Indiana University Bloomington 2011 — 2014
Bachelor of Science (BS), Public Financial Management
Indiana University - Kelley School of Business 2011 — 2014
Minor, Entrepreneurship and Small Business Management
King's College London, U. of London
Overseas Education Scholarship Award
Brebeuf Jesuit Preparatory School 2007 — 2011
Capital Group May 2014 - Present
JPMorgan Chase May 2010 - May 2014
National City Bank December 2008 - May 2010
Waddell & Reed September 2005 - December 2008
Skills
Series 63, Banking, Finance, Investments, Retail Banking, Insurance, Risk Management, Customer Service, Sales, New Business Development, Sales Presentations, Sales Management, Series 6, Financial Analysis, Financial Services, Strategic Planning, Mutual Funds, Relationship Management, Portfolio Management
Education
Indiana University Bloomington 2000 — 2004
Communications
Capital Group February 2015 - Present
Harrison College May 2014 - February 2015
Midwest Sports Complex December 2013 - May 2014
IMMI May 2012 - December 2013
Westchase Golf Club May 2011 - May 2012
S.A.F.E. Management November 2011 - February 2012
DICK'S Sporting Goods November 2010 - July 2011
Skills
Facilities Management, Human Resources, Sports, Time Management, Leadership, Customer Service, Sales, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Event Management, Microsoft Word, Social Networking, Teamwork
Education
Indiana University-Purdue University at Indianapolis 2011 — 2014
Bachelor of Science (BS), Sports Management, 3.4 GPA
University of Southern Indiana 2008 — 2010
Marketing
Capital Group September 2013 - Present
Stanley Black and Decker November 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Financial Reporting
Education
Franklin University 2011 — 2013
Accounting
Ivy Tech Community College 2009 — 2011
Associate of Applied science, Accounting
St Vincent's Health May 2014 - Present
St Vincent Medical Group January 2010 - May 2014
Capital Group July 2006 - September 2010
Skills
Healthcare Management, Healthcare, Fundraising, Human Resources, Management, Coaching, Leadership Development, Public Speaking, Strategic Planning, Process Improvement, Event Planning
Education
Indiana Wesleyan University
Business Administration and Management, General
OneAmerica Financial Partners Inc. May 2012 - September 2012
Capital Group 2006 - 2011
The Dress Barn September 2008 - February 2009
Nelnet Loan Services June 2001 - June 2006
Skills
Customer Service, Financial Services, Microsoft Excel, Lotus Notes, Microsoft Office, PowerPoint, Outlook
Education
Indiana Wesleyan University 2012 — 2016
Currently Attending, Accounting
Capital Group August 2012 - Present
Dodge & Cox September 2008 - August 2010
Goldman Sachs July 2005 - August 2008
Education
Harvard Business School 2011 — 2012
Master of Business Administration (MBA)
University of Pennsylvania 2001 — 2005
BA, Economics
Capital Group May 2014 - Present
Eiteljorg Museum May 2013 - August 2013
Eli Lilly and Company May 2012 - August 2012
Indiana University Bloomington September 2011 - March 2012
Teddy Bear Day Care May 2011 - August 2011
Boys and Girls Clubs of America August 2010 - May 2011
Skills
Teamwork, Event Planning, PowerPoint, Facebook, Microsoft Word, Microsoft Excel, Attention To Detail, Outgoing, Initiator, Optimistic, Self Driven, Business Communications, Research
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (BS), Business Management
Indiana Public Retirement System June 2015 - Present
State of Indiana July 2013 - June 2015
IUPUI May 2011 - July 2013
Indiana Department of Child Services November 2007 - May 2011
Indiana Public Retirement System January 2002 - November 2007
Capital Group August 1995 - August 2001
Peoples Bank and Trust Company January 1994 - August 1995
Skills
Resume Writing, Career Development, PeopleSoft, Leadership Development, Training, Employee Relations, Onboarding, Interviews, Recruiting, Organizational..., Conflict Resolution, Career Counseling, Workshop Facilitation, New Hire Orientations, Employee Training, Leadership, Management, Policy
Education
IUPUI 2010 — 2010
Certificate, Human Resources Management/Personnel Administration, General
Indiana Wesleyan University 2009 — 2009
Certificate, Human Services, General
Indiana Wesleyan University
BS, Business Administration and Management, General
Indiana Wesleyan University
Associate of Science (AS), Business Administration and Management, General
Capital Group April 2011 - Present
Diamond Valley Federal Credit Union September 2005 - April 2011
Skills
Financial Services, Mutual Funds
Education
Indiana Wesleyan University 2004 — 2006
Master of Business Administration (M.B.A.)
University of Southern Indiana 2000 — 2004
Bachelor of Science (BS), Management
Capital Group 1998 - Present
United States Air Force 1986 - 1998
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Modeling, SEC Filings, Investments, Analysis
Education
The College of William and Mary 2000 — 2003
MBA, Finance Concentration, 3.6
Hawaii Pacific University 1995 — 1997
Bachelor of Science (BS), Accounting, 3.9
Capital Group December 2002 - Present
Nobile & Amundsen Art Gallery January 2014 - April 2015
Skills
Content Strategy, Copywriting, Content Development, Social Media, Project Management, Content Management, Art Exhibitions, Curating, Marketing Communications, Event Planning, Social Media Marketing, Copy Editing, Digital Marketing, Web Content Management, Editing, Mutual Funds, Public Relations, Internal Communications, Proofreading, Email Marketing, Strategic Communications, Information Architecture, Social Networking, Marketing
Education
James Madison University 1999 — 2001
Bachelors of Business Administration, Marketing
Dewpoint October 2013 - Present
Intel Corporation May 2011 - September 2013
Capital Group November 2010 - May 2011
Cisco Systems September 2009 - November 2010
United Utilities January 2007 - August 2009
Infosys June 2006 - January 2007
Skills
Microsoft SQL Server, Databases, SSIS, Data Modeling, Database Administration, SQL Tuning, Data Migration, Business Intelligence, Performance Tuning, Data Analysis
Education
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology, Electronics & Communications
Capital Group February 2014 - Present
KFC April 2013 - February 2014
Stone Research Services September 2012 - March 2013
Teleservices Direct May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Data Analysis, Access, Social Media, Leadership, Customer Service, Research, Microsoft Word, Time Management
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science (BS), Supply Chain Management
Evansville Central High School 2005 — 2009
Academic Honors Diploma
Capital Group May 2015 - Present
American Funds / Capital Group July 2005 - Present
American Funds / Capital Group July 2002 - June 2005
Skills
Anti Money Laundering, Risk Management, OFAC, Fraud, Forgery, Bank Secrecy Act, Suspicious Activity...
Education
Indiana University Bloomington
Bachelor of Science (B.S.), Public Affairs
Capital Group February 2015 - Present
NYSE Euronext September 2009 - November 2013
GE Money December 2004 - January 2009
GE Capital January 2009 - 2009
Freddie Mac 2000 - 2004
Morrison & Foerster LLP 1995 - 2000
Congressman Charles Schumer 1989 - 1991
Skills
Mergers, Public Policy, Derivatives, Equities, Economics, Legislative Relations, Politics, Financial Services, Thought Leadership, Policy, Policy Analysis, Mergers & Acquisitions, Securities, Government, Corporate Finance, Securities Regulation, Capital Markets, Strategic Communications
Education
Harvard Law School 1992 — 1995
J.D., Law
Harvard University, John F. Kennedy School of Government 1984 — 1986
MPP, Public Policy
Stanford University 1979 — 1983
A.B., Public Policy
Interactive Intelligence July 2015 - Present
Interactive Intelligence October 2013 - July 2015
Interactive Intelligence August 2011 - October 2013
Booz Allen Hamilton April 2010 - July 2011
Capital Group July 1995 - July 2009
The Capital Group, Inc. January 1999 - January 2006
The Capital Group, Inc. January 1997 - January 1999
The Capital Group, Inc. January 1996 - January 1997
The Capital Group, Inc./American Funds July 1995 - December 1996
American General Finance, Indianapolis 1993 - 1995
Skills
Vendor Management, Telecommunications, Call Centers, Management, Cloud Computing, Customer Service, Networking, Integration, VoIP, IT Management, Troubleshooting, Project Management, Enterprise Software, Sales, Process Improvement, Software Documentation, Leadership, Service Delivery, Cloud Applications, Cloud Communications
Education
Indiana University 1987 — 1991
Bachelor of Arts, History
Indiana University Bloomington 1987 — 1991
Bachelor of Arts, Telecommunications
Franklin Central High School
Capital Group June 2014 - August 2014
U.S. Department of State June 2013 - August 2013
Harvard University January 2012 - August 2012
Weizmann Institute of Science July 2011 - August 2011
Rutgers University July 2008 - August 2010
Skills
Molecular Biology, C, HTML, Java, Public Policy..., Molecular Biology..., Research, Matlab, Statistics, Data Analysis, Public Speaking, Stata, Event Planning
Education
Harvard College 2011 — 2015
Social Studies (Philosophy, Politics, and Economics), High Honors
Capital Group October 2014 - Present
PNC May 2013 - October 2014
PNC February 2012 - May 2013
Brockway Public House December 2008 - March 2010
Prestige Software August 2004 - August 2008
Skills
Banking, Loans, Credit, Consumer Lending, Retail Banking, Small Business Lending, Commercial Banking, Credit Analysis, Commercial Lending, Relationship Management, Mortgage Lending, Cross Selling, Retirement Planning, Customer Service, Bartending
Education
Hope International University 2004 — 2006
FSSI - Financial Statement Services Inc. July 1998 - Present
Capital Group March 2000 - July 2002
FSSI - Financial Statement Services Inc. March 1996 - July 1998
Skills
Microsoft Excel, Microsoft Office, Customer Service, Social Media, Microsoft Word, Management
Education
Irvine Valley College
Northern Trust March 2012 - Present
Capital Group March 2006 - June 2011
Raddon Financial Group July 2003 - February 2006
Skills
Banking, Business Analysis, Fixed Income, Equities, Project Management, Business Requirements, MS Project, Microsoft Excel, Relationship Management, PMO, Collaborative Problem..., Business Case..., Requirements Gathering, Project Scope..., Visio, SharePoint, Applications..., Budget, Estimating, Institutional Investors, Front-end, Budgets
Education
Illinois Institute of Technology 2008 — 2011
Master of Science, Finance
University of Wisconsin-Madison - School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance, Investment and Banking; Marketing
State Street October 2013 - Present
ITdepot February 2009 - Present
3M January 2012 - October 2013
Western Asset Fixed income Management February 2005 - May 2011
Capital Group January 1999 - January 2005
Inc Cubate January 1998 - January 1999
Lockheed Martin January 1994 - January 1998
National Semiconductor March 1990 - February 1994
Skills
Sun Certified Java..., CFA Level 3 Candidate, Investments, Microsoft Technologies, J2EE Architecture, Java, MySQL, Sybase, Eclipse, Financial Analysis, Derivatives, Fixed Income, Equities, Software Development, Enterprise Software, Spanish, Weblogic, Spring, Linux, Trading Systems, FX, Capital Markets, Asset Management, SQL, Bloomberg, VBA, SQL Server, Business Analysis, Unix, XML, Bonds, Web Services, Agile, J2EE, C, HTML, JavaScript, Analysis, Requirements Analysis, Financial Markets, SOA, Software Project..., Financial Modeling, Windows, Options, Databases, Integration, Java Enterprise Edition, Testing, Web Applications
Education
University of California, Irvine 1989 — 1991
MBA, General Management
ITBA 1980 — 1985
MSEE, Computer Science
Colegio San Jose 1975 — 1980
high school, commercial
Colegio La Salle Rosario 1973 — 1975
High School, commerce
Wells Fargo Capital Finance August 2013 - Present
Capital Group October 2010 - July 2013
AG Insurance January 2010 - September 2010
Infosys February 2009 - December 2009
Infosys December 2008 - January 2009
Swiss Re July 2008 - November 2008
Bajaj Auto Ltd May 2007 - July 2007
GNA Duraparts January 2006 - June 2006
Tata Motors Ltd December 2004 - January 2005
Skills
User Acceptance Testing, Business Analysis, Requirements Analysis, Quality Center, Test Management, SDLC, Business Requirements, Quality Assurance, Test Planning, Pre-sales, Agile Testing, Test Strategy, Fixed Income, Portfolio Management, Capital Markets, Quality Management, Process Consulting, Agile Methodologies, Team Leadership, System Testing, Software Project..., Functional Requirements, Order Management, Insurance, Team Building, Requirements..., User Stories, Domain Modeling, investment decision..., Training - Capital..., Usability Testing, Test Scenarios, Use Case Analysis, Workflow Diagrams, Client Development, Reinsurance, Business Process, Business Intelligence, Testing, Team Management, Management, Endur, Commodity Markets, HP Quality Center
Education
Indian Institute of Technology, Roorkee 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Manipal University 2002 — 2006
Bachelor's Degree, Mechanical Engineering
American Alternative Investments October 2015 - Present
Boesen Capital Advisors, LLC August 2014 - October 2015
Capital Group September 2014 - April 2015
UBS Wealth Management March 2003 - August 2013
Prudential Securities August 1992 - March 2003
Source Finance 1988 - 1992
Westinghouse Electric Company 1985 - 1988
Arthur Andersen & Co 1982 - 1985
United States Air Force August 1976 - May 1982
Skills
Wealth Management, Leadership, Recruiting, Business Development, Coaching, Complex Management, Branch Management, The Art of Wow, Private Wealth, Sales Management, Asset Allocation, Asset Management, Family Office, Estate Planning, Financial Advisory, Investment Advisory, Portfolio Management, Personal Financial..., Life Settlements, Private Equity, Hedge Funds, Investments, Investment Management, Risk Management, Fixed Income, FINRA, Series 3, Series 7, Series 8, Series 63, Series 65
Education
Illinois State University 1980 — 1982
BS, Accounting
Capital Group April 2011 - September 2014
Indianapolis Metropolitan High School August 2010 - April 2011
Private Tutor March 2010 - May 2010
Speedway Public Library August 2008 - April 2010
Center for Urban Policy at IUPUI September 2007 - December 2008
Education
Indiana University-Purdue University at Indianapolis 2007 — 2010
Bachelors, English-Creative Writing, Religious Studies
Capital Group August 2006 - Present
Skills
Banking, Loans, Outlook, Access, Risk Management, Sales, Event Planning, Event Management, Leadership, Process Improvement, Strategic Planning, Staff Development, Coaching, Training
Education
Indiana Institute of Technology 2010 — 2013
Master of Business Administration (M.B.A.), Human Resources Management and Services
Kentucky State University 1987 — 1993
Bachelor's degree, Elementary Education and Teaching
GrabTaxi June 2015 - Present
Darwin's Ltd September 2014 - December 2014
Harvard University October 2012 - December 2014
Fidelity Investments June 2014 - August 2014
Clover Food Lab September 2013 - February 2014
Capital Group June 2013 - August 2013
Skills
Microsoft Office, Nonprofits, Public Speaking, Research, PowerPoint, Community Outreach, Event Planning, Data Analysis, Microsoft Excel, Editing, Teaching
Education
Harvard University 2012 — 2016
Bachelor's degree, Economics
Outfront Media August 2014 - Present
WorldLine E-Payment Services June 2014 - Present
Take-Two Interactive Software, Inc. March 2014 - Present
Groupe Lagardere June 2011 - Present
American Friends of the Musee d'Orsay January 2011 - Present
American Cinematheque September 2003 - Present
American University of Paris May 2010 - March 2014
American Media Inc 2010 - 2014
Franco-American Fulbright Commission June 2010 - July 2013
Capital Group April 1990 - June 2010
Skills
Non-profits, Social Media, Public Speaking, Management, Nonprofits, Investments, Art, Strategy, Start-ups, Entrepreneurship, Business Strategy, Corporate Finance, Investment Banking, Mergers & Acquisitions, Private Equity, Portfolio Management
Education
Harvard Business School 1986 — 1988
MBA
Smith College 1980 — 1984
BA Cum Laude, Economics
Duke Energy Corporation December 2009 - Present
Capital Group June 2007 - January 2010
Eli Lilly & Company January 2000 - June 2007
Diamond Chain Company March 1997 - January 2000
Quad Pharmaceuticals July 1987 - January 1997
Skills
Troubleshooting, Root Cause Analysis, Chromatography, Project Management, Team Building, Leadership, Business Development, Program Management, Strategic Planning, New Business Development, Account Management, Cross-functional Team..., Energy Management, Continuous Improvement, Sales, Training, Human Resources, Process Improvement, Business Process..., Testing, Manufacturing, Operations Management, Team Leadership, Forecasting, Management
Education
Indiana Wesleyan University 2005 — 2007
Masters
Indiana Wesleyan University 2002 — 2005
Bachelor
Indiana Wesleyan University 2000 — 2002
Associate
Indiana University-Purdue University at Indianapolis 1991 — 1995
NorthBaySmallBiz.com March 2015 - Present
MarketLive September 2012 - March 2015
Autodesk August 2010 - May 2012
Fortune Software Corporation February 1996 - July 2010
Firemans Fund Insurance Company April 2009 - April 2010
ABM Industries June 2008 - December 2008
Capital Group January 2008 - June 2008
Pfizer Pharmaceuticals June 2006 - October 2007
American Mortgage Network August 2004 - November 2005
Linsco Private Ledger Fncl Svc June 2003 - September 2003
Skills
Business Intelligence, Program Management, Project Management, Change Management, Integration, Business Process..., Strategic Planning, Data Governance, Data Management, CRM, ERP, Management, E-commerce, Entrepreneurship, Data Warehouse...
Education
Harvard Extension School 1988 — 1988
Computer Science
University of California, Los Angeles 1985 — 1987
Computer Science
Control Data Institute 1984 — 1984
Graduate, Certificate in Programming and Operations
Mesa College 1980 — 1982
Associate’s Degree, Business Administration
McMaster-Carr September 2012 - Present
The Gathering Place-West October 2008 - July 2011
Various Yoga Studios - Cleveland June 2007 - July 2011
Forest City Enterprises April 2005 - July 2011
Capital Group March 2002 - March 2005
Trust Company of the West April 1996 - February 2002
Skills
Fluent French, German, Licensed pilot, Licensed parachutist, Holistic Nutritionist..., French, Private Pilot, Social Media, Financial Reporting, Yoga, SAP, Leadership, Holistic Health, Strategic Planning, Marketing, Research, Management, Microsoft Office, Public Relations, Marketing Strategy, Spanish, Accounting, Analysis, Coaching, Microsoft Excel, Financial Analysis, PowerPoint
Education
Université Nancy 2 1999 — 2000
M.A., English & Foreign Civilizations
Weller International Business School 1990 — 1993
B.S. Equiv., Business
Harvard University 1994 — 1996
Creative Writing Program
American College of Healthcare Sciences 2010 — 2012
Holistic Health Certification
Om Yoga @ Evolution - Cleveland 2007 — 2007
Certified Yoga Teacher
Capital Group February 2015 - Present
Capital Group June 2003 - Present
Skills
Customer Service, Organizational..., Project Planning, Relationship Building, Community Outreach, Communication, Time Management, Pre-sales, Technical Writing, Collaborative Problem..., Conflict Resolution, Conflict Management, Organization Skills, Transformational..., Non-profit Volunteering, Volunteer Recruiting, Project Management, Team Leadership, Strategic Planning, Oral Communication
Education
Indiana Wesleyan University 2011 — 2013
Master's Degree, Organizational Leadership, 3.7
Capital Group November 2014 - Present
Urban Flat March 2014 - June 2014
The Cosmopolitan of Las Vegas August 2013 - August 2013
The Cosmopolitan of Las Vegas June 2013 - August 2013
University of Southern California August 2011 - February 2013
Skills
Event Planning, Public Relations, Hospitality, Hotels, Business Strategy, Recruiting, Marketing, Business Development, Microsoft Excel, Leadership Development, Team Management, Public Speaking, Fluent in English,..., Excellent Written and..., Great Customer Service..., Good Organizational..., Customer Service, Social Networking, Social Media, Economics, Mutual Funds, Investments, Investment Management
Education
University of Southern California 2011 — 2014
Bachelor's Degree, Economics
Harvard Business School
HBX CORe Program
Tiffany & Co. July 2013 - Present
Capital Group 2012 - Present
IMG Media September 2011 - September 2012
Capitol File Magazine-Niche Media September 2010 - December 2010
John Varvatos Enterprises June 2008 - August 2008
The Lake and Stars January 2007 - February 2007
IMG Media- Art & Commerce January 2006 - May 2006
Digital Vision- Getty Images January 2005 - January 2006
Getty Images February 2004 - August 2005
Skills
Social Media Marketing, Cause Marketing, Multicultural Marketing, Social Media, Fashion, Digital Marketing, Event Management, Marketing, Event Planning, Social Networking, Marketing Strategy, New Media, Public Relations, Blogging, Editing, Magazines, Digital Media, Advertising, Facebook, Online Advertising, Sales, Marketing Communications
Education
Howard University 2008 — 2011
B.B.A., Marketing
Firestone Building Products January 2015 - Present
Capital Group July 2014 - December 2014
National Archives Center September 2013 - January 2014
Womens Recovery Center June 2013 - September 2013
Grocery Land Foods February 2013 - July 2013
Once Upon A Child September 2011 - December 2012
Tuchman Cleaners May 2011 - August 2011
Tuchman Cleaners August 2008 - May 2010
Skills
Customer Service, Sales, Cash Register, Microsoft Excel, Microsoft Office, Marketing, PowerPoint, Marketing Strategy, Social Networking, Event Management, Apparel, Management, Microsoft Word, Strategic Planning, Teamwork, Retail, Outlook, Leadership Development, Leadership, Social Media, Team Building, Customer Satisfaction, Public Speaking
Education
Indiana Wesleyan University 2014 — 2016
Master of Business Administration (MBA)
Central State University 2010 — 2014
Bachelor's Degree, Marketing
Ascent Services Group June 2015 - Present
Capital Group July 2014 - June 2015
First Tek, Inc. December 2007 - June 2015
Teaching Kids Programming February 2015 - April 2015
Hyundai AutoEver America May 2014 - July 2014
Hyundai AutoEver America March 2014 - May 2014
PIMCO December 2013 - February 2014
Equator, LLC September 2012 - November 2013
State Street November 2011 - September 2012
Deloitte, CA May 2009 - November 2011
Skills
Spring, JMS, Java Enterprise Edition, Hibernate, JBoss ESB, Apache CXF, Web Services, SOA, Design Patterns, Maven, WebSockets, Weblogic, Java8, SDLC, Scala, REST, JBoss-BRMS, JBoss Application Server, Jersey, SOAP, EJB, XML, JUnit, JBoss, AngularJS, Core Java, Tomcat, Struts, Java, XSLT, Eclipse, Microsoft SQL Server, AJAX, JDBC, Software Development, JSP, Servlets, PL/SQL, UML, WSDL, JPA, JAX-WS, JAXB, JNDI, Sybase, Ant, Axis, RESTEasy, JAX-RPC, Adobe Flex
Education
Indira Gandhi National Open University 1999 — 2001
MCA
Hemwati Nandan Bahuguna Garhwal University 1995 — 1998
BSc
Govt Inter College Karnaprayag - Chamoli
Capital Group June 2014 - Present
Northwestern Mutual July 2013 - May 2014
CBOT, CME March 2005 - July 2013
Skills
New Business Development, Asset Management, Portfolio Assessment, Risk Management, Client Development, Retirement Planning, Asset Allocation, Education Funding, Technical Analysis, Entrepreneurship, Statistical Data..., Investments, Futures Trading, Microsoft Office, Finance, Sales, Customer Service
Education
Indiana University Bloomington 1994 — 1999
Bacherlor of Science, Arts and Humanities
Carmel High School 1992 — 1994
Capital Group September 2014 - Present
Self-Employed May 2002 - Present
Unitarian Universalist Congregation at Shelter Rock August 2009 - June 2014
Del Mar Asset Management September 2008 - June 2014
Rock Maple Funds September 2008 - June 2014
Washington National Opera August 2004 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Written Correspondence, Positive Can-do Attitude, Quick Study, Fast Worker, Work in A Fast Paced..., Comfortable working..., Strategic Planning, Concerts, Performing Arts, Singing, Musical Theatre, Opera
Education
Indiana University Bloomington 1998 — 2002
Master of Music, Voice and Opera
Indiana University Bloomington 1994 — 1998
Bachelor of Music, Voice and Opera
PwC June 2013 - August 2013
Capital Group February 2011 - August 2012
PricewaterhouseCoopers September 2007 - February 2011
Skills
Entrepreneurship, Strategy, Business Process, Project Management, Process Improvement, Strategic Planning, Business Development, Start-ups, Cross-functional Team..., Business Planning, Due Diligence, Market Research, Financial Analysis, Quantitative Analytics, PowerPoint, Business Strategy, Management Consulting, Predictive Modeling, Analytics, Management, Financial Modeling, Investments, Valuation, R
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Strategy & Finance
University of California, Los Angeles
B.S., Computer Science
IESE Business School - University of Navarra
Master of Business Administration (M.B.A.), International Exchange
DeMar Promotional Marketing Group March 2001 - Present
Capital Group 1999 - 2001
CrossCheck 1998 - 1999
Skills
Trade Show Planning, Promotional Products, Trade Shows, Promotional Design, Giveaways, Signage, Business, Brochures, Business Cards, Corporate Gifts, Graphics, Posters, Banners, Advertising, Social Media Marketing, Event Management, Small Business, Plannning, Retail, Online Marketing, Entrepreneurship, Direct Mail, Corporate Branding, Marketing Strategy, New Business Development, B2B, Digital Printing, SEO, Brand Development, Marketing, Facebook, Graphic Design, Direct Marketing, Management, Creative Direction, Online Advertising, Sales, Sales Process, Social Networking, Marketing Communications, Brand Management, Public Relations, Integrated Marketing
Education
Henry Ford Community College
Roche February 2014 - Present
Lionbridge January 2011 - February 2014
Mack Financial Group October 2002 - October 2010
Capital Group September 2001 - October 2002
Charles Schwab September 2000 - August 2001
Morgan Stanley February 1999 - September 2000
Skills
Project Management, Process Development, Process Improvement, Microsoft Excel, Retirement, Budgets, Product Development, Program Management, Microsoft Office, Management, PowerPoint, Manufacturing, Process Simulation, Team Leadership, Six Sigma, Requirements Analysis, Business Process..., Talent Acquisition, Recruiting, Technical Recruiting, Testing, SDLC, Leadership
Education
Indiana University-Purdue University at Indianapolis
General Studies, Business Minor
Roeing Corporation August 2012 - Present
Ivy Tech Community College January 2011 - May 2015
Capital Group January 2000 - October 2010
Skills
Network Administration, Hardware, Technical Support, Operating Systems, Information Technology, Computer Repair, Laptops, Linux, Microsoft Operating..., Software Installation, Hardware Support, Troubleshooting, CompTIA A+ Certification, Computer Hardware, Computer Maintenance, Public Speaking, CompTIA A+, CompTIA Network+, Customer Service, Project Management, Leadership, Management, Microsoft Office, Social Media
Education
Wabash College 1990 — 1994
Bachelor of Arts (B.A.), Biology
Ivy Tech Community College 2011 — 2015
Associate of Applied Science, Computer Information Technology
Molina Healthcare June 2013 - Present
Capital Group May 2012 - May 2013
First American Financial Corporation February 2012 - May 2012
Hewlett-Packard March 2011 - February 2012
Microexcel Inc. August 2010 - March 2011
Infosys Technologies Ltd January 2008 - July 2010
DELL International December 2005 - November 2007
Deloitte Consulting 2000 - 2005
Skills
Vendor Management, SDLC, Change Management, Information Technology, Strategic Planning, Training, Management, IT Strategy, Process Improvement, Leadership, Team Building, Management Consulting
Education
IBS Hyderabad 2003 — 2006
MBA, Finance and International Business
Vikram University 1986 — 1991
Bachelor Of Engineering
Caesars Entertainment Corporation July 2013 - Present
Capital Group August 2010 - July 2013
Capital Group February 2006 - June 2009
Swift News 2005 - 2006
SGI 1999 - 2003
Zenith Insurance Company (United States) 1998 - 1999
Filoli Information Systems March 1995 - June 1998
Household Credit Services April 1994 - February 1995
Fannie Mae November 1991 - March 1993
Skills
Shell Scripting, SDLC, Oracle, Databases, Oracle E-Business Suite, Web Development, SQL, Business Intelligence, Requirements Analysis, Sybase, SharePoint, Integration, Business Analysis, Vendor Management, Unix, Agile Methodologies
Education
Indiana University Bloomington
B.S., Comp Sci
Capital Group November 2013 - Present
Invesco Ltd. June 2010 - October 2013
DWS Investments June 2006 - June 2010
Evergreen Investments November 2003 - June 2006
Travelers January 2001 - November 2003
OppenheimerFunds January 1999 - December 2000
Merrill Lynch September 1996 - December 1998
Skills
Mutual Funds, Portfolio Management, Accredited Asset..., Life & Health Insurance..., Series 7,26,63,65, Separately Managed..., ETFs, Financial Advisory, Finance, Strategic Financial..., Banking
Education
Molloy College 1992 — 1994
B of A, Business Management
Hofstra University 1990 — 1992
Business Management
Capital Group January 2015 - Present
DRIVE Medical Consulting & Communications June 2013 - December 2014
ACCELMED, LLC June 2013 - December 2014
Parker Real Estate Management June 2012 - May 2013
Alternative Break Program- Indiana University April 2012 - May 2013
Indiana Memorial Union- Starbucks August 2011 - May 2012
Alternative Break April 2011 - April 2012
Outreach360 March 2011 - July 2011
Monroe County YMCA May 2007 - July 2011
Indiana University January 2011 - May 2011
Skills
Spanish, Teaching English, Public Speaking, Community Outreach, Research, Editing, Event Planning, Microsoft Office, PowerPoint, Social Media, Customer Service, Microsoft Word, Microsoft Excel, Cpr Certified, Time Management, Teamwork, Tutoring, Teaching, Event Management, Public Relations, Account Reconciliation, Client Billing, Microsoft Project
Education
Indiana University - Kelley School of Business 2009 — 2013
Marketing, Minor in Religious Studies
Capital Group May 2013 - Present
Beacon Pointe Advisors January 2012 - April 2013
Beacon Pointe Advisors October 2010 - December 2011
Skills
Equity Research, Fundamental Analysis, Investments, Equities, Asset Allocation, Portfolio Analysis, Japanese, Securities, Economics, Financial Analysis, Industry Analysis, Portfolio Management, Hedge Funds, Investment Management, Competitive Analysis, Asset Managment
Education
University of California, Irvine 2005 — 2010
B.A. Economics; B.A. Japanese Language & Literature, Japanese Language and Literature
International Christian University 2007 — 2008
Japanese
Pella Corporation May 2015 - Present
Mid-Continent University February 2004 - June 2014
Forgy Process Instruments January 1997 - August 2003
Capital Group May 1990 - November 1996
Skills
E-Learning, Leadership, Management, Change Management, Project Management, Curriculum Design, Research, Teaching, Policy, Strategy, Adult Education, Microsoft Office, PowerPoint, Budgets, Classroom, Higher Education, Sales, Customer Service, Microsoft Excel, Staff Development, Instructional Design, Forecasting, Public Speaking
Education
Northcentral University
Doctor of Philosophy (PhD), Business Administration and Management
University of Illinois Springfield
Master of Arts (M.A.), Business Administration and Management
University of Illinois Springfield
Bachelor of Arts (B.A.), Business Administration and Management
Henderson Community College
Associate of Science (A.S.), Business Administration and Management
Self-Employed 2003 - Present
Capital Group 2007 - 2011
Fortune Magazine 1998 - 2003
Committee to Protect Journalists 1996 - 1997
The Prague Post 1991 - 1993
Skills
Editing, Writing, Publishing, Editorial, Copy Editing, Web Content, Blogging, Content Strategy, Journalism, Storytelling, Newsletters, Content Development, News Writing, Social Media, Books, Content Management, Feature Articles, Creative Writing, Proofreading, AP Style
Education
Harvard University
MLA Candidate, Management
Stanford University
MA, English Literature
Princeton University
BA, English Literature
Capital Group April 2015 - Present
Rocker Non-Commissioned Office Club September 2012 - September 2013
Orthodontics On Silver Lake August 2008 - April 2011
Skills
Customer Service, Management, Marketing, Microsoft Excel, Project Management, Sales, Leadership, Strategic Planning, Marketing Strategy, Social Media, PowerPoint, Business Development, Business Strategy, Payroll, Administration, Time Management, Outlook
Education
Indiana University Bloomington 2005 — 2008
Bachelor's Degree, Business, 3.5/4.0
JPMorgan Chase August 2000 - Present
JPMorgan Chase July 1998 - August 2000
JPMorgan Chase April 1997 - July 1998
JPMorgan Chase November 1995 - March 1997
Sourth Side Trust and Savings Bank May 1995 - November 1995
American Express Financial Advisors October 1991 - May 1995
Capital Group October 1989 - October 1991
Continental Airlines September 1978 - June 1989
Skills
Fixed Income, Portfolio Management, Equities, Asset Allocation, Bloomberg, Investments, Asset Managment, Alternative Investments, Mutual Funds, Wealth Management, Series 7, Bonds, Certified Financial..., Financial Services, Investment Strategies, Asset Management, Strategic Financial..., Retirement Planning, Relationship Management
Education
University of Phoenix 1985 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Illinois Central College 1977 — 1980
Associate's degree, Accounting
PayPal September 2014 - Present
PayPal November 2011 - Present
Dell International Services February 2009 - November 2011
Dell International services January 2008 - January 2009
Dell International Services October 2005 - January 2008
Capital Group October 2004 - February 2005
Memec July 1994 - September 2004
TCS January 1989 - May 1994
Skills
ERP, Integration, Enterprise Architecture, SDLC, Business Analysis, Data Warehousing, Solution Architecture, Strategy, Software Project..., Start-ups, ITIL, Enterprise Software, BPMN, SOA, Management, Analytics, CRM, IT Service Management, Pre-sales, Product Management, Analysis, PMP, Business Strategy, Business Process Design, Governance, Architectures, IT Strategy
Education
Indian Institute of Management, Bangalore 2008 — 2009
EGMP, General Management
Indian Institute of Technology, Bombay 1987 — 1989
M. Tech, Industrial Engg & Operations Research
Visvesvaraya National Institute of Technology 1984 — 1987
BE, Electronics & Power Engg
Residual Sugar Wine Bar & Merchant May 2009 - Present
Haggin Marketing May 2007 - January 2009
Managers Investment Group March 2005 - May 2007
Capital Group August 2001 - March 2004
Education
Santa Clara University 1997 — 2001
BA, English
Harvard University
Summer School
Regions Financial Corporation July 2015 - Present
Capital Group March 2013 - December 2014
Capital Group January 2011 - July 2013
Capital Group September 2008 - December 2010
Capital Group June 2004 - June 2006
Capital Group September 2002 - June 2004
Teach For America October 2003 - February 2004
Skills
Financial Modeling, Valuation, Asset Managment, Equities, Fixed Income, Series 7, Financial Analysis, Finance, Business Strategy, Investor Relations
Education
Harvard Business School 2006 — 2008
Masters of Business Administration
University of Cambridge 2001 — 2002
M. Phil, European Studies
Vanderbilt University 1997 — 2001
BA, Economics, English
Allianz Global Investors April 2013 - Present
Allianz Global Investors Capital April 2010 - March 2013
Nicholas Applegate Capital Management January 1999 - March 2010
Andersen Consulting 1992 - 1998
Accenture 1992 - 1998
Capital Group May 1992 - October 1997
General Dynamics 1989 - 1992
Skills
Equities, Asset Managment, Portfolio Management, Investments, Trading Systems, Securities, Financial Markets, Trading, Microsoft Excel, Project Management, Bloomberg, Technology Management, Trade Compliance, Electronic Trading, Asset Management, Equity Trading, Fixed Income, Business Analysis, Financial Services, Market Data, Hedge Funds, Finance, Alternative Investments, Investment Management, System Architecture, Bloomberg Software
Education
University of Phoenix 2002 — 2006
M.B.A, Technology Management
University of California, San Diego 1985 — 1989
B.S., Quantitative Economics and Decision Sciences
Harvard 1979 — 1985
High School
Capital Group August 2013 - Present
Cisco Systems November 2012 - July 2013
NDS Americas Inc June 2010 - November 2012
NDS Americas Inc December 2008 - June 2010
NDS Americas Inc February 2008 - December 2008
NDS UK Ltd August 2006 - February 2008
James Hay Pension Trustees Ltd (Abbey) December 1999 - March 2004
Skills
Test Planning, Performance Testing, ClearQuest, JIRA, Test Management, Test Automation, System Testing, Agile Project Management, Quality Center, Agile Methodologies, Manual Testing, Defect Tracking, Integration, Testing, Test Cases, Test Strategy, Software Quality..., Black Box Testing, Project Management, Project Planning, Information Systems..., Systems Engineering, System Integration..., IPTV, Cable Television, Financial Services, ISEB Certified, Performance Test..., Continuous Integration, Set Top Box, Requirements Analysis, Quality Assurance, SDLC, PMP, ClearCase, Agile Testing, Waterfall, Regression Testing, Software Project..., Scrum, QTP, Requirements Management, Business Requirements, HP QTP, HP Quality Center
Education
Heriot-Watt University 2013 — 2015
Masters in Business Administration
Salisbury College (UK) 2001 — 2002
NVQ Level 4, Association Of Accounting Technicians
Salisbury College (UK) 2000 — 2001
NVQ level 3, Association of Accounting Technicians
American Funds January 2015 - Present
American Funds March 2011 - December 2014
American Funds February 2008 - March 2011
American Funds October 2006 - February 2008
American Funds March 2003 - October 2006
Capital Group August 2000 - March 2003
Education
University of Southern California - Marshall School of Business 2004 — 2007
Master of Business Administration (MBA)
Harvard University 1996 — 2000
BA, Government
Weaver Barksdale April 2013 - Present
Capital Group August 1999 - May 2012
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and accounting
Harvard University 1990 — 1994
Capital Group May 2015 - Present
The Walt Disney Company November 2012 - April 2015
Equity Residential February 2012 - October 2012
Equity Residential January 2012 - February 2012
Equity Residential February 2011 - December 2011
Amcor Flexibles March 2009 - February 2011
Amcor Flexibles April 2006 - March 2009
Nalco Chemical Company 2005 - 2005
Aetna 2001 - 2005
Skills
Employee Benefits, HRIS, Human Resources, Customer Service, Employee Training, Compensation & Benefit, Compensation & Benefits..., Organizational..., Compensation & Benefits, Employee Relations, Recruiting, Training, Onboarding, Employee Engagement, Leadership, Management
Education
Illinois Institute of Technology 2003 — 2005
MS in Personnel and Human Resources Development, Psychology
Illinois Institute of Technology 2003 — 2005
Certification, Compensation Management
North Central College 1998 — 2002
BA, Organizational Communication and Pyschology
Western Technology Investment December 2013 - Present
Capital Group June 2012 - September 2012
BDT Capital Partners July 2009 - May 2011
Goldman, Sachs & Co. July 2007 - June 2009
Skills
Alternative Investments, DCF, LBO, Analytics, Valuation, Private Equity, Due Diligence, Investment Banking, Financial Modeling, Venture Capital, Equities, Derivatives, Entrepreneurship, Investments, Equity Research, Corporate Finance
Education
Stanford Graduate School of Business 2011 — 2013
MBA
Indiana University Bloomington 2003 — 2007
BS, Finance, Biology (Minor), Chemistry (Minor) - Honors and Distinctions
Capital Group November 2011 - Present
Capital Group September 2006 - November 2011
Data Matters January 2005 - August 2006
Rapidigm Inc. 2001 - 2004
Metamor Enterprise Solutions 1998 - 2001
HCL Infosystems 1997 - 1998
Bharat Heavy Electricals Limited August 1988 - September 1997
Skills
Program Management, Business Intelligence, Management, Enterprise Architecture, SDLC, Requirements Analysis, Agile Methodologies, Business Analysis, Business Process, IT Strategy, Project Management, SAP, Software Project..., Integration
Education
Indian Institute of Technology, Kanpur 1984 — 1988
Capital Group April 2013 - Present
Capital Group April 2009 - April 2013
Capital Group May 2006 - April 2009
State Street July 1999 - May 2006
NatWest Markets September 1998 - December 1998
Skills
Bloomberg, Fixed Income, Equities, Asset Management, Financial Modeling, Mutual Funds, Valuation, Investments, Financial Analysis, Derivatives, Investment Management, Portfolio Management, Business Analysis, Securities, Emerging Markets, Analysis, Data Analysis, Risk Management, Corporate Actions
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
Bachelor's Degree, Finance and Economics
Capital Group September 2012 - Present
Wells Fargo Funds Management (via Evergreen acquisition) April 2009 - September 2012
Evergreen Investments April 2007 - March 2009
MFS Investment Mgmt Co 2000 - 2007
Skills
Series 7, National Accounts, Mutual Funds, Series 63, Separately Managed..., Financial Advisory, FINRA, Hedge Funds, Securities, Equities, Alternative Investments
Education
Isenberg School of Management, UMass Amherst 1996 — 1998
MBA, Finance
Capital Group 2001 - Present
Education
Hawaii Pacific University
USAA October 2014 - Present
Capital Group May 2007 - July 2014
IBM Printing Systems Company 1986 - 2007
STK 1989 - 1996
StorageTek 1989 - 1991
Skills
Agile Methodologies, Software Development, Web Services, C, SQL, Linux, Java, Eclipse, Oracle, Software Engineering, Databases, C, Spring, MySQL, SOA, HTML, Hibernate, Java Enterprise Edition, CSS, JSP, Web Development, XML, Unix Shell Scripting, SDLC, Integration, Testing, Solution Architecture, System Architecture, JavaScript, AIX, Database Design, SaaS, SOAP, Tomcat, JUnit, Python, JDBC, Design Patterns, Microsoft SQL Server, Servlets, XSLT, Struts, JSON, OOP, Maven, Ant, Scrum, Shell Scripting, REST, Unix
Education
Illinois State University 1983 — 1986
Computer Science
Mercury Insurance July 2009 - Present
Capital Group June 2008 - July 2009
First American Title February 2005 - June 2008
AnalyzeSoft 2004 - 2005
First American Corp, MERCK & Co, First American CREDCO 1999 - 2004
Techna 1989 - 1999
Education
Jadavpur University 1984 — 1988
BS, Computer Science & Engineering
Capital Group April 2015 - Present
Life Technologies March 2013 - April 2015
Capital Group February 2012 - March 2013
Peritus INC June 2005 - March 2013
Delta Dental February 2011 - February 2012
Capital Group October 2006 - December 2010
Skills
SDLC, Unix, Agile Methodologies, Oracle, Informatica, Business Intelligence, Data Warehousing, PL/SQL, Enterprise Architecture, SOA
Education
Jawaharlal Nehru Technological University
B.Tech, Computer Science
University of Central Florida
Masters, Computer Science
Capital Group August 2013 - Present
TPG Capital August 2009 - July 2011
Goldman Sachs July 2007 - July 2009
Skills
Private Equity, Financial Modeling, Valuation, LBO, Venture Capital, Investments
Education
Harvard Business School 2011 — 2013
MBA
University of California, Los Angeles 2003 — 2007
B.A., Business Economics
Aflac December 2009 - Present
Capital Group October 2004 - October 2009
Education
Indiana University-Purdue University at Indianapolis 2000 — 2004
Cognizant Technology Solutions September 2004 - Present
Northern Trust October 2012 - May 2013
Health Net August 2011 - September 2012
Aetna December 2010 - July 2011
Pfizer December 2009 - November 2010
Capital Group February 2009 - November 2009
Ingersoll Rand March 2008 - December 2008
Food Lion December 2007 - February 2008
Kimberly-Clark December 2006 - November 2007
CUNA Mutual Group August 2006 - December 2006
Skills
SDLC, SOA, Requirements Analysis, Software Project..., Solution Architecture, Data Warehousing, Enterprise Architecture, Pre-sales, Java Enterprise Edition, Business Intelligence, IT Strategy, Web Services, Agile Methodologies, Oracle, DB2, Java, SQL, Business Analysis, Program Management, Global Delivery, Project Life Cycle..., Business & Process..., Project Scope Design &..., Risk, Issue & Change..., Budget & Resource..., Systems Development..., Client, Team & Partner..., Onshore / Offshore..., Budget & Scope Creep..., Offshore / Onsite..., Conflict Management
Education
Indian Institute of Technology, Madras 1992 — 1994
Master of Technology (M.Tech.), Precision Engineering and Instrumentation
Kakatiya University 1988 — 1991
B.Tech, Mechanical Engineering
Culmen Capital LLC January 2010 - Present
XP INVESTIMENTOS CCTVM S.A. June 2011 - March 2012
Precision Management, LLC January 2002 - September 2009
Capital Group August 1994 - September 2001
Goldman Sachs June 1993 - September 1993
Citicorp Securities Markets, Inc. June 1990 - September 1992
Skills
Asset Management, Investments, Equities, Portfolio Management, Financial Modeling, Series 7, Emerging Markets, Equity Research, Asset Managment
Education
Stanford University Graduate School of Business
MBA
Harvard University
BA
Phillips Academy Andover
Lawrence Country Day School
Capital Group February 2015 - Present
Capital Group September 2013 - February 2015
Capital Group September 2008 - September 2013
New Balance April 2007 - August 2008
Pappadeaux Seafood Kitchen September 2006 - April 2007
Skills
Business Development, Marketing, Financial Analysis, Outlook, Microsoft Word, Customer Service, Customer Retention, Sales Operations, Salesforce.com, Account Management, Analysis, Management, Market Research, Process Improvement, Training, Human Resources, Advertising
Education
Indiana University Bloomington 2002 — 2006
Bachelor's degree, General Studies
Capital Group April 2015 - Present
J.P. Morgan July 2005 - September 2013
J.P. Morgan / Bank One January 2003 - July 2005
Bank One August 2000 - January 2003
INB Bank / NBD / First Chicago February 1990 - August 2000
Indiana National Bank September 1988 - February 1990
Skills
Banking, Credit, Portfolio Management, Loans, Fixed Income, Financial Risk, Cash Management, Project Management, Business Requirements, Treasury Management, Payments, Relationship Management, Risk Management, Credit Cards, PMO, Business Analysis, Retail Banking, SDLC, Project Delivery, Requirements Gathering, Vendor Management, Project Portfolio..., User Acceptance Testing, SWIFT payments
Education
Indiana Wesleyan University
Capital Group Vice President, American Funds DistributorsAmerican Fund DistributorsOctober 2007 - Present
Education
Harvard University 1976 — 1980
BA, Biology
The Container Store September 2011 - Present
Capital Group October 2004 - July 2011
Skills
Investments, Team Building, Team Leadership, Communication Skills, Customer Service, Multi Tasking, Dedicated Professional
Education
Illinois College 1996 — 2000
Bachelor of Science (BS), Business Administration
Capital Group July 2012 - Present
Capital Group January 2012 - June 2012
Capital Group October 2005 - December 2011
Verizon 2003 - 2005
Audiopoint 2001 - 2003
Internet Cargo Services 1999 - 2001
Tata Infotech 1997 - 1999
Skills
Integration, SQL, Project Management, JSP, Java, Linux, SDLC, Microsoft SQL Server, Unix, Agile Methodologies, Solaris, Weblogic, Enterprise Architecture, WebLogic, Requirements Analysis, Software Development, Software Project...
Education
Indian Institute of Technology, Bombay 1995 — 1997
Masters, Physics
Pennathur Subramaniam Senior Secondary School 1985 — 1992
high school
Capital Group 2001 - Present
Motorola Mobility 1995 - 2000
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (MBA)
Iowa State University 1993 — 1995
Master of Science (MS), Electrical and Electronics Engineering
Capital Group June 2014 - Present
Verizon October 2009 - Present
Verizon August 2009 - May 2014
Verizon Wireless April 1995 - October 2009
Skills
Credit Analysis, Credit Risk, Call Centers, Risk Management, Credit, Analysis, Leadership, Management, Project Management, Team Management, Business Intelligence, Operations Management, Strategic Planning, Business Strategy, CRM, Wireless, Telecommunications, Customer Retention, Customer Experience, Customer Satisfaction
Education
Hope International University 2007 — 2008
Business
Troon Golf January 2011 - Present
Capital Group May 2006 - July 2009
Capital Group August 2004 - May 2006
Capital Group October 2001 - August 2004
Capital Group July 1993 - October 2001
Skills
IT Management, Vendor Management, Process Improvement, ITIL, Business Process..., Change Management, System Administration, Project Management, Leadership, Operations Management, Management, Active Directory, Analysis, Information Technology, Service Delivery, Six Sigma, IT Strategy, Management Consulting, Call Centers, Disaster Recovery, Consulting, Software Documentation
Education
Arizona State University, Ira A. Fulton School of Engineering 2010 — 2010
Green Belt, Lean / Six Sigma
James Madison University
B.S., Hotel and Restaurant Mgt.
Delta Dental of California 2009 - 2010
Delta Dental 2009 - 2010
Capital Group 2007 - 2009
Equifax 2006 - 2007
AMDOCS, Pune, India 2005 - 2006
Geometric Software January 2002 - July 2005
3D PLM S/W Solutions Ltd. 2003 - 2005
Tata Consultancy Services 1990 - 1999
Skills
Unix, Perl, Java, SDLC, Agile Methodologies, Visual Basic, Software Project..., Requirements Analysis, Software Development, Web Services, Scrum, Integration, Business Analysis, Pre-sales, C++, Oracle, Business Intelligence, XML, Solution Architecture, SQL, C, Testing, ITIL
Education
Indian Institute of Science 1988 — 1990
M.E., Mechanical Design
University of Mysore 1983 — 1987
B.E., Mechanical Engineering
Mangalore University 1981 — 1983
PUC, Science
Capital Group December 2013 - Present
Marcos Pizza November 2010 - December 2013
Donatos Pizza March 2007 - November 2010
Donatos Pizza June 2006 - March 2007
Donatos Pizza February 2006 - June 2006
Donatos Pizza May 2005 - February 2006
Skills
Customer Service, Payroll, Training, Restaurants, Account Reconciliation, Interviews, Management, Restaurant Management, Auditing, Time Management, Insurance, Inventory Management, Leadership, Microsoft Office, Process Scheduler
Education
Indiana University-Purdue University at Indianapolis 2004 — 2005
n/a, History, general education
Bluefin Solutions July 2014 - Present
Abbott January 2012 - July 2014
Bayforce February 2011 - December 2011
Deloitte January 2005 - May 2010
Capital Group February 2004 - December 2004
Deloitte June 1996 - October 2003
IBM October 1995 - June 1996
DowBrands 1991 - 1995
Skills
SAP R/3, ABAP, Project Planning, SAP, SAP Netweaver, SAP Implementation
Education
Indiana State University 1987 — 1991
BS, Management Information Systems
Capital Group May 2009 - June 2010
Solo Cup Company December 2004 - December 2008
Caterpillar Inc. IT Global Services June 2004 - December 2008
Skills
Troubleshooting, SQL, Access, HP-UX, Process Improvement, AIX, Software Documentation, Enterprise Architecture, Active Directory, Unix, Networking, SAN, BMC Remedy, VPN, Windows
Education
Parkland College 2001 — 2003
AAS, Computer Programming
Parkland College 1992 — 1994
AAS, Microcomputer Support Specialist
Illinois State University 1983 — 1985
BS, Sociology
Apple March 2012 - Present
Capital Group Companies Inc., Irvine, CA 2010 - March 2012
Capital Group August 2005 - September 2010
SAP America May 2005 - August 2005
Toyota June 2003 - April 2005
IDEC Pharmaceuticals, La Jolla, CA April 2003 - June 2003
IBM July 2002 - February 2003
Illinois Institute of Technology August 2000 - July 2002
Skills
Cloudera Certified..., Information Security, QA Automation, System Testing, Performance Testing, ETL, Data Warehousing, Project Planning, Financial Markets, Program Management, Strategic Sourcing, White-box Testing, Mobile Advertising, Digital Media, Hadoop QA, Hive, HBase, iOS Testing, Ad Serving Platform, Memcached, Algorithms, White Box Testing, Testing, Quality Assurance, MS Project, Requirements Analysis, Software Project..., Project Management, Team Leadership, Software Quality..., Automation, Agile Methodologies, SDLC, Test Planning, Cross-functional Team..., Quality Center, Enterprise Software, Scrum, Test Management, Selenium, QTP, Hadoop, Quality Control, Quality Management, Integration, Test Automation
Education
Illinois Institute of Technology 2000 — 2002
MS, Computer Science
Capital Group April 2001 - Present
AYSO Region 84 2012 - 2013
IBM Global Services March 2000 - March 2001
Experian May 1996 - February 2000
Datacredit February 1994 - May 1996
Skills
Agile Methodologies, Unix, Software Development, SQL, SDLC, Oracle, Microsoft SQL Server, Troubleshooting, Visio, Database Design, C++, Enterprise Architecture, Web Applications, Performance Tuning, Java, Scrum, UML, Windows, Solaris, HTML, Perforce, BMC Remedy, Struts, Databases, XML, Web Services, Java Enterprise Edition, JSP development, Integration, Cloud Computing
Education
Instituto Tecnológico y de Estudios Superiores de Occidente, A.C. 1984 — 1988
Bachelors, Computer Systems Engineering
Harvard T.H. Chan School of Public Health October 2014 - Present
Life Alive October 2012 - June 2014
Martha's Vineyard Commission June 2012 - September 2012
Capital Group 2011 - 2012
EcoMotion 2007 - 2011
Clean Water Action June 2010 - September 2010
Skills
Entrepreneurship, Community Outreach, Sustainability, Project Planning, Public Speaking, Microsoft Excel, Editing, Microsoft Office, Analysis, Budgets, PowerPoint, Connecting People, Networking, Social Entrepreneurship, Public Relations, Strategy, Strategic Planning, Grant Writing, Project Management, Marketing Communications, Marketing Strategy, Management, Fundraising, Business Development, Sales
Education
Harvard University 2013 — 2015
Master's Candidate, Sustainability and Environmental Management
University of Denver - Daniels College of Business 2007 — 2011
Bachelor of Science Business Administration, International Business
University of Otago 2009 — 2010
The Millbrook School 2005 — 2007
High School Diploma
Laguna Beach High School 2003 — 2005
Rackspace Hosting May 2011 - Present
capital group 2008 - 2009
Education
Illinois Institute of Technology 2006 — 2008
Master of Science (M.S.), Computer Science
Middlesex University 2003 — 2005
Master of Science (M.Sc.), Computer Networks
Capital Group November 2012 - Present
Nuveen Investments January 2011 - November 2012
U.S. Bank/FAF Advisors January 2008 - January 2011
Ameriprise Financial Services, Inc. January 2007 - December 2007
Ameriprise Financial Services, Inc. December 2004 - December 2006
American Express Financial Advisors May 2004 - December 2004
Freelance Graphic Design September 2003 - April 2004
Absinthe Pictures August 2002 - August 2003
Mellon Financial November 2000 - July 2002
Dawn Wilson Art Conservation Services 1993 - 2000
Skills
Series 7, Marketing Communications, Marketing, Integrated Marketing, Email Marketing, Asset Managment, Advertising, Direct Marketing, Project Management, Marketing Strategy, Digital Marketing, Series 63, CIMA® Professional
Education
Indiana University Bloomington
MFA
Indiana University Florence, Italy
MFA
Investment Management Consultants AssociationSM in conjunction with the Wharton School, University of Pennsylvania
Certified Investment Management AnalystSM Designation
The Maryland Institute College of Art
BFA
Capital Group April 2015 - Present
Ajilon January 2014 - April 2015
Mercer August 2005 - November 2013
C n C Cleaning Solutions, LLC July 2009 - April 2013
ADT Security Services September 2000 - April 2005
Skills
Spreadsheets, Payroll, Outlook, Invoicing, Office Management, Data Entry, Accounts Payable, Accounts Receivable, Legal Documents, Legal Research, Health Insurance, Life Insurance, Employee Benefits, Insurance, Customer Service, Team Building, Telephone Skills
Education
Western Governors University 2015 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General
Ivy Tech Community College 1994 — 1998
AAS, Paralegal
Capital Group June 2013 - Present
TIAA-CREF July 2012 - April 2013
IBM August 2009 - September 2012
AstraZeneca August 2008 - July 2009
self October 2006 - September 2008
visual soft July 2005 - June 2006
Skills
Storage Area Networks, Cluster, Storage, Disaster Recovery, ITIL, High Availability, VMware, VMware ESX, Data Center, Servers, Virtualization, SAN, Solaris, vSphere, NetApp
Education
NYIT 2006 — 2008
Master's degree
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology (B.Tech.)
Capital Group September 2013 - Present
Gleaners Food Bank of Indiana May 2009 - September 2012
Buztronics September 2005 - February 2010
Williams Industries, Inc 2002 - 2004
Skills
Strategic Planning, Marketing, Account Management, Advertising, Budgets, Event Management, Event Planning, Leadership, Marketing Communications, Public Speaking, Social Media, New Business Development
Education
University of Indianapolis
MBA, Business Administration
Illinois College
Purdue University
B.A., Social Work
Verizon wireless May 2013 - Present
Toshiba America March 2012 - May 2013
Capital Group January 2011 - February 2012
Anira Solutions Inc February 2010 - December 2010
ProKarma 2008 - 2010
Hexaware Technologies March 2006 - March 2008
Skills
EJB, Struts, Servlets, Core Java, JSP, Hibernate, Spring, Wicket, PL/SQL, Oracle SQL, JDBC
Education
Jawaharlal Nehru Technological University
School name:
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
Capital Group March 2011 - Present
Alliance Bernstein June 2005 - February 2011
Skills
Fixed Income, Equities, Credit Analysis, Equity Research
Education
Indian Institute of Management, Bangalore
Capital Group November 2014 - Present
IBM February 2014 - November 2014
IBM February 2012 - February 2014
IBM May 2008 - February 2012
Skills
SAP, Business Analysis, IT Strategy, Operations Management, Management, Business Process, SAP R/3, Supply Chain Management, System Deployment, Multi-Cultural Team..., Leadership, Change Management, Testing, Business Process..., Requirements Gathering, Requirements Analysis, Global Rollouts, Vendor Management, Integration, Business Transformation, Outsourcing, Solution Architecture, Project Portfolio..., Analysis, Team Leadership, Project Management, CRM, Process Improvement, Program Management
Education
Indiana University - Kelley School of Business 1997 — 2001
Bachelor of Science, Marketing and International Business
Maastricht University 2000 — 2000
Maastrict, The Netherlands
Intellinet September 2013 - Present
Fulton County Schools January 2013 - September 2013
Unbounded Solutions, Inc. September 2011 - December 2012
The Collective Group, LLC June 2010 - September 2011
National Bankruptcy Services, LLC February 2010 - June 2010
Cherokee County Schools October 2009 - February 2010
Capital Group September 2008 - September 2009
LyondellBasell July 2008 - September 2008
University of Chicago Medicine May 2008 - July 2008
Prestige Brands, Inc. September 2007 - May 2008
Skills
Microsoft Exchange, SharePoint Server, Windows Server, Office Communications..., Lync, Office 365, Windows Azure, Hyper-V, VMware, Active Directory, DNS, Enterprise Architecture, Cloud Computing, System Architecture, Data Migration, Migration Projects, Information Architecture, Architectural Design, Pre-Sales Technical..., Technical Training, Powershell, Visual Basic, Visual Studio, C#, C++, Java, JavaScript, XML, HTML, XSLT, VHDL, ModelSim, HDL Designer
Education
Illinois Institute of Technology
Bachelor of Science (B.Sc.), Computer Science
Capital Group January 2005 - Present
Capital Group 2005 - Present
Skills
Chiseling, Cat Herding, Parsing Mortgagespeak, Stressing the FN 4 Roll, Poetry, Annotating Doubletalk, Self-Criticism, Analyzing Linebackers, Fixed Income, Investments
Education
Harvard University 1974 — 1978
AB, History
Servite High School, Anaheim CA
Edward Jones January 2015 - Present
Capital Group August 2008 - July 2014
Capital Group April 2007 - August 2008
Skills
Investments, Risk Management, Customer Service, Mutual Funds, Portfolio Management, Telecommunications, Change Management, Process Improvement, Financial Services
Education
Illinois State University 1980 — 1983
Bachelor of Arts (B.A.), Psychology
Capital Group 2003 - Present
Charles Schwab 1989 - 2003
Skills
Financial Services
Education
Indiana University Bloomington 1984 — 1989
BS, Business, Finance
Capital Group September 2015 - Present
Blackbaud July 2010 - March 2015
Blackbaud June 2008 - July 2010
Skills
CSS, SaaS, HTML, SQL, Databases, Web Development, Microsoft SQL Server, JavaScript, Troubleshooting, Cloud Computing, Enterprise Software, Agile Methodologies, Software Documentation, Technical Support, Integration, Software Implementation, Scrum, SharePoint, Software Project..., CRM, Salesforce.com
Education
Indiana University Bloomington 2000 — 2005
B.S., Informatics
ADP July 2015 - Present
ADP September 2011 - June 2015
ADP July 2010 - August 2011
ADP August 2009 - July 2010
Capital Group 2006 - 2008
Skills
Coaching, Human Resources, Cost Reduction..., Performance Management, Account Management, Sales Operations, Talent Acquisition, Talent Management, Finance, Salesforce.com, Recruiting, Direct Sales, Sales Process, Payroll
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelors, Management & Finance
Saint Xavier High School 1998 — 2002
Capital Group August 2011 - Present
Capital Group May 2005 - May 2012
Vanguard February 2004 - March 2005
Skills
Series 7, Equities, Bloomberg, Fixed Income, Mutual Funds, ETFs, Investments, Series 63, Portfolio Management, Asset Managment, Asset Allocation, Alternative Investments, Hedge Funds, Equity Trading, Bonds, Retirement Plan..., Qualified Retirement..., 401k
Education
Indiana University - Kelley School of Business 1999 — 2003
Finance
Capital Group August 2011 - Present
Verizon Wireless August 2008 - August 2011
IBM January 2007 - July 2008
Indian Institute of Management, Ahmedabad August 2006 - January 2007
ABB in India October 2005 - March 2006
Skills
Weblogic, Agile Methodologies, SDLC, Spring, Java, Unix, SOA, Web Services
Education
Jai Narain Vyas University, India
MCA
Capital Group March 2013 - Present
Capital Group November 2011 - February 2013
Capital Group October 2008 - November 2011
Capital Group January 2007 - November 2008
Skills
Marketing Strategy, Data Analysis, Marketing Communications, Web Analytics, Access, Excel, PowerPoint, Visio, Campaign Management, Microsoft Office, Analytics, Online Marketing, Market Analysis, English, Market Planning, Competitive Analysis, Marketing Research, Segmentation, Digital Marketing, SQL, Business Intelligence, Strategic Planning, Email Marketing, Market Research, Strategy, Business Development, Financial Modeling, Investments, Business Strategy, Mutual Funds, Management, Asset Management
Education
Harvard University 2000 — 2005
BA, East Asian Studies
Capital Group Global Securities Pricing AssociateCapital GroupNovember 2012 - April 2014
American Funds June 2007 - October 2012
Skills
Bloomberg, Reuters 3000, Telekurs
Education
Old Dominion University - College of Business and Public Administration 2008 — 2011
Master of Business Administration (M.B.A.), Finance, General
James Madison University 2002 — 2006
Bachelor of Science (BS), Public Administration
Raise the Children International April 2012 - Present
Capital Group 2001 - 2012
Education
Harvard University
Phillips Exeter Academy
Phillips Exeter Academy
University of Cambridge
Capital Group 1995 - 2015
Coopers & Lybrand 1988 - 1993
Skills
Investments, Portfolio Management, Asset Management, Management, Equities, Financial Analysis, Financial Modeling, Leadership, Fixed Income, Finance, Mutual Funds, Valuation, Financial Services, Business Analysis, Capital Markets, Due Diligence, Business Development
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (MBA)
Haverford College 1984 — 1988
Bachelor's degree
Capital Group June 2015 - Present
JPMorgan Chase & Co. May 2007 - June 2015
Education
Indiana University South Bend 2007 — 2012
Bachelor's degree, Criminal Justice