CAPITAL GROUP - AMERICAN FUNDS
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CAPITAL GROUP - AMERICAN FUNDS Employees
Capital Group - American Funds December 2013 - Present
American Century Investments May 2008 - December 2013
AllianceBernstein January 2006 - July 2008
AIG SunAmerica Asset Management 2004 - 2006
AIG SunAmerica Asset Managemment December 1998 - January 2004
Prudential Securities 1995 - 1996
Skills
Equities, Portfolio Management, Integrity, Investments, Retirement Planning, Asset Managment, Asset Management, Investment Management, Investment Advisory, Financial Advisory, Series 6, Financial Modeling, Strategic Financial..., Retirement, Hedge Funds, Private Equity, Finance, Fixed Annuities, FINRA, Risk Management, 401k, Capital Markets, Bonds, Securities, Valuation, Bloomberg, Estate Planning, Financial Markets, Insurance, Uniform Combined State..., ETFs, Relationship Management, Fixed Income, Financial Services
Education
Colorado State University 1988 — 1993
B.A., Social Science
Confie Insurance Group Holdings December 2012 - Present
Louisiana State University October 2010 - December 2012
HMS Commercial Financial August 2009 - September 2010
Capital Group - American Funds August 2006 - July 2009
QC Holdings January 2005 - July 2006
Schroder Investment Management November 2000 - February 2004
Banque Generale du Luxembourg February 1999 - October 2000
Fidelity Investments March 1987 - January 1999
Skills
Vendor Management, Process Improvement, Team Building, Management, Strategic Planning, Mutual Funds, Business Development, Leadership, Analysis, Market Research, Product Development, Portfolio Management, Asset Managment, Operations Management, Asset Management, Key Account Management, BPO, Sales Analysis, Marketing Operations, Mortgage Fraud, Relationship Management, Property & Casualty..., Premium Financing, Sales Operations, Bank Reconciliation, Payments
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
University of Utah 1987 — 1993
B.A., Economics, German, Spanish
Florida Institute of Technology
Masters of Information Technology
Capital Group/ American Funds December 2013 - Present
New York Life Insurance Company December 2012 - October 2013
McDonald's September 2008 - September 2012
Skills
Recruiting, Customer Service, Employee Relations, Employee Benefits, Training, Human Resources, Leadership, Succession Planning, Performance Management, Team Building, Management, Time Management, Employee Training, Interviews, Insurance, Hiring, Leadership Development, Coaching, Organizational..., Organizational..., Conflict Resolution, New Hire Orientations, Staff Development, Sourcing, Performance Appraisal, Onboarding, Personnel Management, Team Leadership, Microsoft Office, Marketing, Process Improvement, Public Relations, Strategic Planning, Sales, Teamwork, Public Speaking, Inventory Management, Microsoft Excel, Talent Management, Business Strategy, Research, PowerPoint, Team Management, Teaching
Education
Marian University Indianapolis, Indiana 2004 — 2007
Bachelor's degree, Human Resources Management/Personnel Administration, General
Santa Rosa Junior College 2000 — 2004
Certificate Human Resources., Human Resources Management/Personnel Administration, General
Capital Group-American Funds August 1994 - Present
Skills
Series 63, Series 7, Wealth Management, Equities, Investment Advisory, Investment Management, Portfolio Management, Retirement, Qualified Retirement..., Separately Managed..., Securities, ETFs, Alternative Investments, Investment Strategies, Mutual Funds, Investments
Education
Indiana University of Pennsylvania 1989 — 1993
BS Business, Finance
Argent Financial Group, Inc. - The Trust Company November 2013 - Present
Capital Group - American Funds February 2013 - November 2013
Sawtelle Financial Management November 2011 - October 2012
Jefferson Bank 2010 - 2011
Skills
Accounting, Portfolio Management, Financial Analysis, Valuation, Investments, Banking, Microsoft Excel, Management, Mutual Funds, Sales, Finance, Marketing, Microsoft Office, Real Estate, Customer Service, Financial Modeling, PowerPoint, Budgets, Bloomberg, Morningstar, Zephyr Style Advisor
Education
The University of Texas at San Antonio 2011 — 2014
Master of Business Administration (M.B.A.), Finance
Texas Tech University - Rawls College of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Alamo Heights High School 2001 — 2005
Energy Central December 2014 - Present
ENERGY SERVICES GROUP (ESG) May 2011 - February 2014
TENAGA NASIONAL BERHAD ENERGY (TNB) March 2009 - April 2010
RELIANT ENERGY September 2007 - December 2007
BP August 2005 - July 2007
IBM May 2005 - 2006
OMEGA RESOURCES September 2004 - August 2005
LOWER COLORADO RIVER AUTHORITY (LCRA) September 2002 - January 2003
CAPITAL GROUP - AMERICAN FUNDS October 1997 - March 2002
Skills
Analysis, Energy, Risk Management, Leadership, Management, SAP, Forecasting, Process Improvement, Customer Service, Financial Analysis, Project Management, Team Building, Budgets, Commodity Markets, Portfolio Management, Microsoft Excel, Accounting, Strategy, Microsoft Office, Software Documentation, Training, Finance, Auditing, Internal Audit, Negotiation, Sarbanes-Oxley Act, Business Process..., Operations Management, Energy Markets, Internal Controls, Accounts Receivable, Variance Analysis, Credit, Financial Accounting, Tax, Accounts Payable, Financial Reporting, Pricing, Teamwork, Financial Risk, Data Analysis, Renewable Energy, Strategic Planning, Financial Modeling, Natural Gas, Contract Negotiation, Business Analysis
Education
Huston-Tillotson University 1992 — 1996
BBA
University of Houston, C.T. Bauer College of Business 2004 — 2005
Our Lady of the Lake University
MBA
Virginia Tech 2009 - Present
The Capital Group Companies/ American Funds October 2004 - February 2009
Capital Group/ American Funds 1992 - 2004
Allstate Insurance 1986 - October 1992
Skills
College Recruiting, Resume Writing, Onboarding, Talent Acquisition, Career Development, Recruiting, Employee Relations, University Relations, Career Counseling, Applicant Tracking..., Talent Management, Human Resources, Sourcing, HRIS, Technical Recruiting, Interview Preparation, Job Search Strategies, Internet Recruiting, Training, Hiring, Leadership, Interviews, Staff Development, Temporary Placement, New Hire Orientations, Management, Job Fairs, Workforce Planning, Program Management, Employee Training, Benefits Administration, Personnel Management, Succession Planning, Deferred Compensation, Employee Benefits, Leadership Development, Organizational...
Education
The George Washington University 2008 — 2012
MA, Education and Human Development
Radford University 1980 — 1984
BS, Business Administration
BlackRock March 2014 - Present
Pacific Investment Managment Co. (PIMCO) 2011 - February 2014
Allianz Global Investors August 2007 - December 2011
The Capital Group 1993 - 2004
Capital Group- American Funds 1993 - 2004
Skills
Corporate Communications, Newsletters, Copy Editing, Strategic Communications, Copywriting, Integrated Marketing, Editing, Editorial, Web Content, Content Development
Education
Barnard College
Bachelor of Arts (B.A.), English Language and Literature, General
Columbia University in the City of New York
Master of Arts (M.A.), English Language and Literature/Letters
Capital Group /American Funds March 2014 - Present
USAA January 2013 - October 2013
Wells Fargo Home Mortgage December 2012 - January 2013
Mindtree Ltd. May 2011 - July 2012
MindTree Ltd. February 2010 - May 2011
MindTree January 2009 - March 2010
Mindtree Ltd. July 2007 - December 2008
Skills
Data Warehousing, ETL, PL/SQL, Microsoft SQL Server, Dashboard, Business Intelligence..., Business Objects Data..., SQL, Web Services, Web Intelligence, ERP, Requirements Analysis, Business Objects, Databases, Unix, Software Project..., SDLC, Requirements Gathering, DB2
Education
PSG College of Technology 2003 — 2007
B.E, Computer Science
SVHV 1991 — 2003
HSC, Computer Science
Certified Signing Agent February 2015 - Present
Hillcrest Golf Club February 2013 - October 2014
McDowell Mountain Golf Course April 2011 - February 2013
Capital Group American Funds January 2011 - August 2011
Mollen Immunization Clinics June 2010 - November 2010
U.S Department of Commerce April 2010 - August 2010
TD Larson Inc August 2008 - November 2009
Dr. Hari Pokala April 2008 - July 2008
Kanes Resort and Marina January 2001 - May 2005
Skills
Payroll, Accounts Payable, Accounts Receivable, Banking, HR Policies, Customer Service, Public Speaking, Spreadsheets, Human Resources, Microsoft Word, Training, Accounting, Leadership, Interviews, QuickBooks, Sales, Outlook, Process Scheduler, Software Documentation, Microsoft Excel, Business Planning, Data Entry, Administration, Administrative..., Time Management
Education
Montana State University-Billings 1977 — 1979
Business