Capital Group Private Client Services

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Capital Group Private Client Services Employees

Employee
Years
Job
Industry
Elisabeth Bailliere Dean Elisabeth Bailliere Dean San Francisco Bay Area Details
Elisabeth Bailliere Dean's Capital Group Private Client Services Experience August 2015 - Present
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Financial Services
Experience
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

Melinda Gross Melinda Gross Marina Del Rey, California Details
Melinda Gross's Capital Group Private Client Services Experience November 2011 - July 2014
Job Financial Editor/Writer at Western Asset Management
Industry Investment Management
Experience
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

Justin Brennan Justin Brennan San Francisco Bay Area Details
Justin Brennan's Capital Group Private Client Services Experience August 2015 - Present
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
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

Andrew Schiller Andrew Schiller Greater Los Angeles Area Details
Andrew Schiller's Capital Group Private Client Services Experience June 2012 - September 2012
Job Audit Senior Assistant at Deloitte
Industry Accounting
Experience
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

Yiwen li Yiwen li Greater Los Angeles Area Details
Yiwen li's Capital Group Private Client Services Experience November 2012 - March 2014
Job Manager, Strategy and Business Development at NantWorks
Industry Venture Capital & Private Equity
Experience
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+

Wayne Feinstein Wayne Feinstein San Francisco Bay Area Details
Wayne Feinstein's Capital Group Private Client Services Experience 2001 - Present
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
Capital Group Private Client Services   2001 - Present

Education
Colgate University
BA, History

Hebrew Union College-Jewish Institute of Religion-Los Angeles
MA, Jewish Studies

Chad Bollenbach Chad Bollenbach Orange County, California Area Details
Chad Bollenbach's Capital Group Private Client Services Experience October 2012 - February 2013
Job Vice President at Canterbury Consulting
Industry Investment Management
Experience
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

Vilma Iglesias Vilma Iglesias Greater Los Angeles Area Details
Vilma Iglesias's Capital Group Private Client Services Experience March 2000 - Present
Job Administrative Coordinator at Capital Group
Industry Financial Services
Experience
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

William M. (Biff) Folberth III William M. (Biff) Folberth III Greater New York City Area Details
William M. (Biff) Folberth III's Capital Group Private Client Services Experience 1991 - Present
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
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

Monica Arrieta Monica Arrieta San Francisco Bay Area Details
Monica Arrieta's Capital Group Private Client Services Experience March 2015 - Present
Job Client Relationship Associate
Industry Investment Management
Experience
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

Hays Evans Hays Evans Atlanta, Georgia Details
Hays Evans's Capital Group Private Client Services Experience September 2015 - Present
Job Evans Watts & Henshaw Wealth Management Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Cassandra Mondragon Cassandra Mondragon Costa Mesa, California Details
Cassandra Mondragon's Capital Group Private Client Services Experience April 2013 - Present
Job Control Analyst at Capital Group Private Client Services
Industry Accounting
Experience
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

Jeffrey A. Ruderman, CFP® Jeffrey A. Ruderman, CFP® Greater Atlanta Area Details
Jeffrey A. Ruderman, CFP®'s Capital Group Private Client Services Experience June 2011 - Present
Job Senior Client Relationship Specialist at Capital Group Private Client Services
Industry Investment Management
Experience
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

Paul Snyder Paul Snyder Chicago, Illinois Details
Paul Snyder's Capital Group Private Client Services Experience May 2014 - Present
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
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

Randy Chia Randy Chia Greater Los Angeles Area Details
Randy Chia's Capital Group Private Client Services Experience July 2015 - Present
Job Project Management at Capital Group
Industry Financial Services
Experience
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

Eric Heer Eric Heer Greater Los Angeles Area Details
Eric Heer's Capital Group Private Client Services Experience May 2007 - Present
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
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

Hannah Payne Hannah Payne Greater New York City Area Details
Hannah Payne's Capital Group Private Client Services Experience March 2014 - May 2014
Job Associate, Cyber Security at JPMorgan Chase & Co.
Industry Financial Services
Experience
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

Shannon Arnold Shannon Arnold Los Angeles, California Details
Shannon Arnold's Capital Group Private Client Services Experience July 2015 - Present
Job Marketing Manager
Industry Marketing and Advertising
Experience
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

Ralph Emerson Heckert Ralph Emerson Heckert Greater Los Angeles Area Details
Ralph Emerson Heckert's Capital Group Private Client Services Experience July 2002 - Present
Job Senior Vice President and Director, Consultant Services Group at Capital Group Private Client Services
Industry Investment Management
Experience
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

Konnie Brush Konnie Brush Irvine, California Details
Konnie Brush's Capital Group Private Client Services Experience April 2015 - Present
Job Control Analyst at Capital Group Private Client Services
Industry Investment Management
Experience
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

Brendan Heisler Brendan Heisler Greater Los Angeles Area Details
Brendan Heisler's Capital Group Private Client Services Experience April 2015 - Present
Job Marketing Associate at Capital Group Private Client Services
Industry Marketing and Advertising
Experience
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

Jenny Ning Jenny Ning San Francisco Bay Area Details
Jenny Ning's Capital Group Private Client Services Experience 2012 - 2015
Job
Industry Consumer Services
Experience
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.

Joe McCool Joe McCool West Palm Beach, Florida Area Details
Joe McCool's Capital Group Private Client Services Experience 2003 - Present
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
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

Eric Kim Eric Kim Greater New York City Area Details
Eric Kim's Capital Group Private Client Services Experience December 2012 - June 2013
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Alan Swerdloff Alan Swerdloff New York, New York Details
Alan Swerdloff's Capital Group Private Client Services Experience March 2009 - Present
Job Senior Vice President and Regional Director at Capital Group Private Client Services
Industry Investment Management
Experience
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

Daniel Romanow Daniel Romanow Greater New York City Area Details
Daniel Romanow's Capital Group Private Client Services Experience March 2012 - Present
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
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

Nicole Hultin-Dunne Nicole Hultin-Dunne Chicago, Illinois Details
Nicole Hultin-Dunne's Capital Group Private Client Services Experience April 2015 - Present
Job Client Relationship Specialist at Capital Group Private Client Services
Industry Financial Services
Experience
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

Kevin Saks Kevin Saks Greater Los Angeles Area Details
Kevin Saks's Capital Group Private Client Services Experience March 2008 - Present
Job Executive
Industry Financial Services
Experience
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

William Carey William Carey Greater Atlanta Area Details
William Carey's Capital Group Private Client Services Experience April 2010 - Present
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
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

Lance Stafford, CFA Lance Stafford, CFA Greater Atlanta Area Details
Lance Stafford, CFA's Capital Group Private Client Services Experience August 2014 - Present
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Financial Services
Experience
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

Doug Turley Doug Turley Greater Los Angeles Area Details
Doug Turley's Capital Group Private Client Services Experience 1998 - Present
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
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

Greg Singer Greg Singer Greater New York City Area Details
Greg Singer's Capital Group Private Client Services Experience November 2012 - Present
Job Senior Vice President at Capital Group
Industry Investment Management
Experience
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

Bill Ring Bill Ring San Francisco Bay Area Details
Bill Ring's Capital Group Private Client Services Experience 1999 - Present
Job Senior Vice President and Regional Director at Capital Group Private Client Services
Industry Investment Management
Experience
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

Austin Hon, CFP® Austin Hon, CFP® San Francisco Bay Area Details
Austin Hon, CFP®'s Capital Group Private Client Services Experience April 2011 - June 2014
Job Wealth Manager at Lodestar Private Asset Management
Industry Financial Services
Experience
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

Glenn Geist Glenn Geist Greater Chicago Area Details
Glenn Geist's Capital Group Private Client Services Experience August 2011 - Present
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
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

Norman R. Sanyour Norman R. Sanyour Greater New York City Area Details
Norman R. Sanyour's Capital Group Private Client Services Experience March 2012 - Present
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
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

Sam Dashiell Sam Dashiell Palm Beach, Florida Details
Sam Dashiell's Capital Group Private Client Services Experience 2012 - Present
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
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

Cristina Frazier Cristina Frazier San Mateo, California Details
Cristina Frazier's Capital Group Private Client Services Experience March 2002 - July 2004
Job Sr. Investment Writer at Franklin Templeton Investments
Industry Financial Services
Experience
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