Capital Group Private Client Services
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Capital Group Private Client Services Employees
Capital Group Private Client Services August 2015 - Present
Various Boards and Volunteer Activities October 2003 - Present
SF Riptide October 2010 - March 2015
Merrill Lynch December 1998 - May 2003
Alex. Brown & Sons September 1994 - December 1998
Microsoft June 1993 - September 1993
Time Magazine September 1990 - June 1992
Time Magazine September 1989 - September 1990
Education
Northwestern University - Kellogg School of Management 1992 — 1994
Master of Business Administration (MBA), Marketing and Organizational Behavior
Harvard University 1985 — 1989
Bachelor of Arts (B.A.), History
St. Paul's School, Concord NH 1982 — 1985
High School
Western Asset Management July 2014 - Present
Capital Group Private Client Services November 2011 - July 2014
TheStreet.com November 2009 - November 2011
Forbes March 2008 - November 2009
Skills
Marketing Communications, Financial Reporting, Research, Copy Editing, Digital Video, Video Editing, News Writing, Writing, Creative Writing, Project Management, Ghostwriting, Freelance Writing, Technical Writing, Magazine Articles, Video Production, Analytical Skills, Interviewing Skills, Radio Broadcasting, Breaking News, Online Journalism
Education
New York University 2005 — 2007
Dual M.A. degree program, Communication, Journalism, and French Studies
Georgetown University 2001 — 2004
Bachelor of Arts (B.A.), English Literature, Minor in French
Capital Group Private Client Services August 2015 - Present
Barclays Investment Bank October 2013 - August 2015
Sterne Agee September 2009 - September 2013
The Climate Corporation (formerly WeatherBill) October 2007 - July 2009
RBC Capital Markets March 2001 - March 2007
Education
Harvard University 1993 — 1997
AB, History
Deloitte September 2014 - Present
Deloitte June 2013 - August 2013
Capital Group Private Client Services June 2012 - September 2012
Sigma Phi Epsilon January 2011 - January 2012
Capital Group June 2011 - August 2011
Steve Bubalo Construction Company July 2010 - September 2010
Spartan Basketball Camp June 2008 - August 2008
Skills
Microsoft Excel, Time Management, Teamwork, Public Speaking, Research, Team Building, Sales, Accounting
Education
University of Southern California 2013 — 2014
Master of Accounting
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Science, Accounting
NantWorks May 2014 - Present
Capital Group Private Client Services November 2012 - March 2014
Capital Research & Management Company November 2010 - October 2012
Capital Group Companies, Inc November 2008 - October 2010
United Nations October 2006 - October 2007
Siemens May 2003 - June 2004
Skills
Wealth Management, Investment Management, Asset Allocation, Asset Management, Financial Advisory, Investments, Business Development, Valuation, Venture Capital, Finance, Analysis, Entrepreneurship, Business Strategy, Market Research, Investment Strategies, Real Estate, International Business, Emerging Markets, Private Equity, Financial Services, Management, Due Diligence
Education
London School of Economics and Political Science 2007 — 2008
Msc, Economic History, Merit
University of Vienna 2006 — 2007
Master of Arts, Global Studies, Distinction
Beijing Foreign Studies University 2002 — 2006
Bachelor's degree, German and English, A+
Capital Group Private Client Services 2001 - Present
Education
Colgate University
BA, History
Hebrew Union College-Jewish Institute of Religion-Los Angeles
MA, Jewish Studies
Canterbury Consulting July 2013 - Present
Capital Group Private Client Services October 2012 - February 2013
Capital Group Private Client Services January 2006 - September 2012
Trenwith Securities LLC 2003 - 2005
AXA Advisors 2001 - 2002
Cisneros Group of Companies 2000 - 2001
Skills
Asset Management, Investment Management, Start-ups, Business Strategy, Equities
Education
Stanford University 1999 — 2000
Master of Arts (M.A.), Latin American Studies
Stanford University 1996 — 2000
Bachelor of Arts (B.A.), International Relations
Capital Group August 2013 - Present
Capital Group Private Client Services March 2000 - Present
Capital Group Companies 2000 - Present
Los Angeles City Attorney's Office January 1987 - March 2000
Skills
Lotus Notes, Public Speaking, Research, Process Improvement, Outlook, Office Management, Visio, Nonprofits, Microsoft Word, Microsoft Office, Microsoft Excel, Management, Fundraising, Executive..., Event Planning, Event Management, Customer Service, Community Outreach, Administrative..., Administration
Education
University of Phoenix 2007 — 2008
MBA, Business
Capital Group Private Client Services 1991 - Present
Smith Barney, Harris Upham 1979 - 1984
Dean Witter Reynolds 1974 - 1979
Hornblower & Weeks-Hemphill, Noyes 1971 - 1974
Education
Yale University
BS, Engineering and Applied Science
Columbia University - Columbia Business School
MBA
Harvard Business School
Owner/President Management
Capital Group Private Client Services March 2015 - Present
Morgan Stanley Wealth Management March 2014 - March 2015
American Funds 2012 - 2013
American Funds 2010 - 2012
American Funds 2008 - 2010
American Funds 2007 - 2008
American Funds 2006 - 2007
Starbucks 2004 - 2006
Starbucks 2002 - 2004
Skills
Customer Satisfaction, Leadership, Time Management, Customer Service, Customer Experience, Team Management, Financial Services, Coaching, Associate Development, Analysis, Organization, Building Relationships, Project Management, Customer Experience..., Microsoft Office, Call Monitoring, Superior Client Service, financial, Training, Management, Mutual Funds, HTML 5, CSS, Illustrator, Photoshop, After Effects, Logic Pro, Coding Experience, Web Design, User Experience, Typography, Digital Photography, Cross-functional Team..., Call Centers, Client Services, Finance, Process Improvement, Relationship Building
Education
University of Phoenix 2006 — 2007
BS, Business Management
Academy of Art University 2009 — 2010
Web Design and New Media
University of Arizona 2001 — 2003
Business Administration and Management, General
Capital Group Private Client Services September 2015 - Present
Evans, Watts, & Henshaw Wealth Management Group of Wells Fargo Advisors LLC June 2012 - September 2015
Morgan Keegan 2005 - 2012
SunTrust Robinson Humphrey August 1995 - May 2005
Skills
Trading, Asset Allocation, Mutual Funds, Risk Management, Investments, Variable Products, Securities, Equity Trading, Alternative Investments
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Birmingham-Southern College 1991 — 1995
Bachelor's Degree, Finance, General
Capital Group Private Client Services April 2013 - Present
EXPRESS June 2008 - Present
Team Fishel February 2013 - March 2013
U.S. Bank August 2012 - October 2012
Precision Tool & Die November 2011 - August 2012
Skills
Microsoft Excel, Customer Service, Office Administration, QuickBooks, Teamwork, Marketing, Sales, Social Media, PowerPoint, Legal Documents, Retail, Efficent, Effectiveness, Organization, Communication, Comfortable working..., Work Independently with..., Microsoft Office, Access, Global Plus, Asset Management
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2012
Bachelor's Degree, Accounting and Business Administration Emphasis: Marketing
Capital Group Private Client Services June 2011 - Present
Bernstein Global Wealth Management September 2005 - April 2012
MCI February 2003 - September 2005
Education
University of Miami - School of Business 1997 — 2001
Bachelors of Business Administration, International Finance & Markeeting
The University of Georgia
Capital Group Private Client Services May 2014 - Present
Ashton Group January 2012 - April 2014
Whyte Hirschboeck Dudek S.C. January 2008 - November 2011
Peterson, Johnson & Murray, S.C. 2002 - December 2007
Education
Marquette University Law School 1999 — 2002
J.D.
Lawrence University 1995 — 1999
B.A., German and Music (Saxophone)
Xavier High School 1991 — 1995
Diploma
Capital Group Private Client Services July 2015 - Present
Capital Group August 2010 - July 2015
Deloitte & Touche LLP August 2007 - August 2010
Skills
Risk Management, Risk Assessment, Enterprise Risk..., Mandarin, Data Analysis, Financial Analysis, Research, PowerPoint, Non-profits, Spanish, Microsoft Excel, Fundraising, Microsoft Office
Education
University of California, Los Angeles 2003 — 2007
B.A., Economics
Capital Group Private Client Services May 2007 - Present
Sanford C. Bernstein 2004 - 2007
Various Medical Device Companies 1989 - 2004
Education
Stanford University 1982 — 1986
BS, Honors, Biology
University of California, Los Angeles 1986 — 1988
MS, Kinesiology
Pepperdine University 1989 — 1991
MBA, Finance
JPMorgan Chase & Co. May 2015 - Present
MUFG Union Bank, N.A. May 2014 - May 2015
Capital Group Private Client Services March 2014 - May 2014
Genesis10 September 2011 - March 2014
The Peak Accounting Group February 2010 - September 2011
Skills
Salesforce.com, Business Analysis, Business Strategy, MS Excel Pivot Tables, PowerPoint, SharePoint, Training, Microsoft Excel, Talent Acquisition, MS Project, Outlook, Microsoft Office, Microsoft Dynamics, Employee Relations, Management, Vlookup, Microsoft SQL Server, IT & Business Strategy..., IT Strategy, ITIL Process..., Clarity, SDLC, Credit Risk, Credit Analysis, Dodd-Frank, Hedge Funds, Private Equity, Investment Banking, Alternative Investments, Venture Capital, Microsoft Project Server, Accounting, CRM, Leadership, Microsoft Project, Project Management, Recruiting, Sourcing, Vendor Management, Cyber-security, Reporting & Analysis, Consulting
Education
Rockland Community College
Pearl River High School
Capital Group Private Client Services July 2015 - Present
Liaison Marketing Solutions June 2012 - Present
Inhance Digital February 2013 - July 2015
Wedbush Securities October 2008 - February 2013
AppleOne Employment Services November 2006 - October 2008
Skills
Facebook, Press Releases, Marketing, Social Media, Public Relations, Email Marketing, Management, Blogging, Marketing Strategy, Advertising, Social Media Marketing, Editing, Marketing Communications, SEO, CRM, Digital Media, Digital Strategy, Marketing Management, Instagram, Web Analytics, Direct Marketing, Strategic Public..., Content Writing, Writing, Multi Tasking, Pitching Ideas, Event Management, Sales, Efficiency, Pitching Stories, Twitter, Pinterest, Interviews, Market Research, Online Advertising, Online Marketing, Google Analytics, Leadership, Mobile Marketing, SEM, Budgets, Salesforce.com, Integrated Marketing, Photoshop, Marketo, Newsletters, Pardot, HubSpot, Inbound Marketing, Inbound Lead Generation
Education
Niagara College 2003 — 2004
Associate of Arts (A.A.), Journalism
Greenville College 2001 — 2003
Bachelor of Arts Degree, Journalism & Communications
Capital Group Private Client Services July 2002 - Present
Sanford C. Bernstein & Co. Inc Investment Research and Management July 1992 - July 2002
Smith Barney Pension Advisors Corporation March 1986 - July 1992
Smith Barney Harris Upham, Inc March 1986 - July 1992
CIGNA Investment Group July 1980 - March 1986
Education
The University of Connecticut 1974 — 1981
BS, MBA, DBA Study, Finance
Capital Group Private Client Services April 2015 - Present
Capital Group Private Client Services September 2013 - Present
Capital Group Private Client Services April 2013 - August 2013
American Funds October 2005 - April 2013
The Capital Group Companies December 2009 - July 2011
Skills
Microsoft Excel, Mutual Funds, PowerPoint, Customer Service, Onboarding, College Recruiting, Microsoft Office, Lotus Notes, Building Relationships, Time Management, Talent Acquisition, Outlook
Education
University of San Diego 2001 — 2005
BBA, Business Administration, Marketing
Capital Group Private Client Services April 2015 - Present
Danmer Inc. October 2010 - April 2015
Tidewater Physical Therapy, Inc. December 2009 - August 2010
Christopher Newport University October 2007 - May 2010
FPLS Construction Company Inc 2008 - 2010
Skills
Graphic Design..., Advertising Collateral, Event Planning, Copywriting, Collateral Management, Database Management, Social Media Marketing, Microsoft Office, Windows, Mac, E-commerce, Data Analysis, Marketing ROI, Collateral, Marketing Research, Public Relations, Marketing, Client Management, Strategic Planning, Account Management, CRM, Leadership, Sales, Event Management, Social Media, Advertising, Public Speaking
Education
Christopher Newport University 2006 — 2010
Bachelor of Science, Business Administration; Marketing
Maastricht School of Management 2009 — 2009
Semester Abroad, International Business Strategies & Intercultural Business Communications
KonMari Media, Inc. 2015 - Present
Capital Group Private Client Services 2012 - 2015
BlackRock 2011 - 2012
Kurt Salmon 2010 - 2011
Room to Read 2009 - 2010
KKR 2007 - 2009
Skills
Financial Modeling, Valuation, Hedge Funds, Private Equity, Strategy, Fixed Income, Strategic Planning, Finance, Wealth Management, Project Management, Financial Analysis
Education
University of Pennsylvania 2003 — 2007
B.S. & B.A.
Capital Group Private Client Services 2003 - Present
Sanford C. Bernstein 1993 - 2003
Smith Barney 1989 - 1993
Skills
Investments, Investment Management, Asset Allocation, Finance, Asset Management, Portfolio Management, High Net Worth..., Wealth, Corporate Finance, Equities
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance
Columbia University in the City of New York 1980 — 1984
BA, Economics
Morgan Stanley Wealth Management 2013 - Present
Capital Group Private Client Services December 2012 - June 2013
Citigroup 2007 - 2012
Societe Generale 2006 - 2007
World Bank 2003 - 2005
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance
New York University - Robert F. Wagner Graduate School of Public Service 2005 — 2007
MPA, Public Finance
The George Washington University 1999 — 2003
BA, International Economics
Capital Group Private Client Services March 2009 - Present
Bernstein Global Wealth Management January 2001 - March 2009
Sunrise Securities January 1996 - December 1999
Education
Colgate University
Fordham University School of Law
Harvard Business School
The Wheatley School
Capital Group Private Client Services March 2012 - Present
AllianceBernstein March 2003 - March 2012
Deloitte and Touche 2002 - 2003
Education
Lehigh University - College of Business and Economics 1998 — 2002
BS, Finance
Choate Rosemary Hall
Capital Group Private Client Services April 2015 - Present
Capital Group Private Client Services June 2011 - April 2015
RNC Genter Capital Management 2008 - 2011
Zacks Investment Research 2006 - 2008
State Representative Harry Osterman June 2005 - November 2005
Education
DePaul University
B.A., Political Science
St. Benedict High School
University of California, Los Angeles
Capital Group Private Client Services March 2008 - Present
Corporate Freight Management April 2006 - March 2008
Countrywide Bank April 2005 - April 2006
Technicolor Home Entertainment Services May 2001 - April 2005
GE Capital Commercial Finance July 1999 - May 2001
Skills
Mergers, Strategic Planning, Financial Analysis, Financial Modeling, Business Development, Strategy, Private Equity, Corporate Development, Due Diligence, Corporate Finance, Business Strategy, Valuation, Product Management, Strategic Partnerships
Education
UCLA Anderson School of Management 1997 — 1999
MBA
University of California, Santa Barbara 1990 — 1994
BA
Capital Group Private Client Services April 2010 - Present
Neuberger Berman Private Asset Management Group January 2007 - April 2010
Millenium Partners April 2003 - December 2006
Wachovia Securities February 2001 - March 2003
Education
The University of Texas at Austin 1992 — 1994
MBA, Finance
City University of New York 1982 — 1986
BBA, Accounting
Capital Group Private Client Services August 2014 - Present
L and R Investors November 2013 - July 2014
Zelman & Associates April 2013 - November 2013
KBW March 2002 - November 2012
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
MBA
Emory University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Capital Group Private Client Services 1998 - Present
Banamex 1991 - 1998
First Interstate Bank 1980 - 1990
Education
Brigham Young University
MBA
Brigham Young University
BA, Accounting
Capital Group Private Client Services November 2012 - Present
Bernstein Global Wealth Management September 2005 - October 2012
PepsiCo February 1994 - September 2005
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA, Finance, Marketing
University of Pennsylvania 1987 — 1991
BS, BAS, Finance, Computer Science
Capital Group Private Client Services 1999 - Present
Robertson Stephens Investment Management 1995 - 1999
Wells Fargo Trust Company 1993 - 1995
Wells Fargo Private Bank 1987 - 1993
San Francisco 49ers 1981 - 1987
Pollock Financial Group 1985 - 1986
Dean Witter Reynolds 1983 - 1984
Education
Brigham Young University
Bachelor of Business Administration (BBA), Finance
Lodestar Private Asset Management July 2014 - Present
Capital Group Private Client Services April 2011 - June 2014
Capital Group Private Client Services September 2007 - June 2011
American Funds May 2007 - August 2007
American Funds January 2005 - April 2007
Skills
Investments, CRM, Mutual Funds, Asset Management, Asset Allocation, Certified Financial..., Relationship Management, Wealth Management, Investment Strategies, Portfolio Management, Investment Advisory, Financial Advisory, Investment Management, Financial Planning
Education
University of California, Berkeley 2008 — 2010
Certificate, Personal Financial Planning
University of California, Santa Cruz 2000 — 2004
BA, Sociology, Legal Studies
Capital Group Private Client Services August 2011 - Present
JMP Securities March 2003 - June 2011
Jefferies & Company June 1998 - March 2003
Lehman Brothers December 1993 - June 1998
Education
Cleveland State University 1979 — 1981
BA, Marketing
Bowling Green State University 1977 — 1979
Capital Group Private Client Services March 2012 - Present
Empirical Research Partners May 2006 - February 2012
Sanford C. Bernstein September 1996 - May 2006
Coopers&Lybrand September 1993 - September 1996
The Faulkner Organization 1986 - 1993
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Marketing
Lehigh University 1981 — 1985
BSIE, Engineering
Moorestown High School 1978 — 1981
Capital Group Private Client Services 2012 - Present
SMD, LLC April 1985 - December 2011
Midwest Medical Billing, Inc. January 1984 - September 1986
Education
American University 1979 — 1984
BA, Communications, Legal Institutions, Economics & Government
The Hill School - Pottstown, PA 1975 — 1979
Franklin Templeton Investments May 2007 - Present
Franklin Templeton Investments May 2007 - Present
Wells Fargo July 2004 - May 2006
Capital Group Private Client Services March 2002 - July 2004
Wholesale Marketing Solution April 1999 - March 2002
Inter-Corporate Computer & Network Services, Inc. August 1996 - April 1999
Education
Loyola College
Bachelor’s Degree, Marketing
University of Southern California
Master’s Degree, Professional Writing