Capital Guardian Trust Company

Description

Founded: 1968 Parent organization: Capital Group International Inc. Subsidiary: Capital Guardian (Canada), Inc.

Capital Guardian Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Capital Guardian Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Capital Guardian Trust Company Salaries. You can even request information on how much does Capital Guardian Trust Company pay if you want to. Learn about salaries, pros and cons of working for Capital Guardian Trust Company directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

121 Capital Guardian Trust Company employees in database. Find out everything there's to know about Capital Guardian Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Capital Guardian Trust Company Employees

Employee
Years
Job
Industry
John Dewey John Dewey Newport Beach, California Details
John Dewey's Capital Guardian Trust Company Experience January 2002 - August 2009
Job
Industry Investment Management
Experience
PIMCO  January 2011 - February 2014
First Western Capital Management  August 2009 - December 2010
Capital Guardian Trust Company   January 2002 - August 2009
Front9, Inc.   January 1999 - June 2007
Front9, Inc   1999 - 2002
Leasing Solutions   January 1997 - July 1999
Silicon Valley Bank  1994 - 1997

Skills
Alternative Investments, Asset Allocation, Start-ups, Mutual Funds, Financial Services, Equities, Business Development, Financial Modeling, Investment Strategies, Asset Management, Portfolio Management, Investment Management, Venture Capital, Hedge Funds, Pensions, Due Diligence, Emerging Markets, Strategic Financial..., Investments, Pension Funds, Finance, Financial Markets, Fixed Income, Securities, Institutional..., Bloomberg, Series 7, Financial Planning

Education
UCLA
BA

Santa Clara University
MBA

FINRA Licenses
3, 7, 63, 65

University of San Diego

Carolyn Sosa Carolyn Sosa Orange County, California Area Details
Carolyn Sosa's Capital Guardian Trust Company Experience November 2012 - March 2013
Job Marketing Analyst at Boot Barn
Industry Retail
Experience
Boot Barn  December 2014 - Present
Mindspeed Technologies  June 2013 - April 2014
Capital Guardian Trust Company   November 2012 - March 2013
PIMCO  May 2012 - October 2012
Western Asset Management  October 2011 - March 2012
State Street  March 2009 - May 2011
Pacifica Group, LLC   January 2007 - January 2009
MGM Studios  2002 - 2003
Canon USA  November 2000 - June 2002
Arthur Andersen LLP  August 1998 - June 2000

Skills
Ad Hoc Reporting, Settlements, Data Analysis, Forecasting, Budgeting, Reconciliation, Financial Modeling, Excel, Financial Reporting, Financial Analysis, Asset Management, Microsoft Excel, Account Reconciliation, Budgets, Project Management, Settlement, Banking, Accounting, Finance, Analysis, Corporate Finance, Management

Education
Wellesley College   1994 — 1998
BA, Cognitive Science

Boston Latin School   1989 — 1994
High School

Luis A Uribe Luis A Uribe Greater Denver Area Details
Luis A Uribe's Capital Guardian Trust Company Experience 1994 - 1999
Job Multilingual Publishing Manager at LUZ, Inc.
Industry Information Services
Experience
LUZ, Inc.   October 2014 - Present
Xygnus Research   2014 - Present
Panorama Consulting Solutions  2013 - 2013
Denver Business Journal  2000 - 2013
Capital Guardian Trust Company   1994 - 1999
APT Productions   1991 - 1996
US Army  1985 - 1994
Bateman Eichler Hill Richards (BEHR)   1988 - 1991
Merrill Lynch  1987 - 1988
AMEV Investors   1986 - 1987

Skills
Leadership, Strategic Planning, Budgets, Business Intelligence, Problem Solving, P&L Management, Contract Negotiation, Operations Management, Financial Analysis, Inventory Management, Business Statistics, Data Analysis, Project Management, Business Development, Financial Accounting, Business Analysis, Systems Analysis, Operations Research, Analysis, Marketing Strategy, Strategic Partnerships, Training, Management, Program Management, Business Process..., Change Management, Business Strategy, Six Sigma, Continuous Improvement, Lean Manufacturing, Process Improvement

Education
Regis University   2009 — 2010
MBA, Operations Management, 3.97 - Honors

Regis University   2008 — 2010
MBA, Accounting and Finance, 3.97 - Honors

Regis University   2009 — 2010
Post Graduate Certificate, Project Management, 4.0 - Honors

California State Polytechnic University-Pomona   1984 — 1988
Bachelor's Degree, Financial Analysis, Minor in Mathematics, 3.0

Don Bosco Tech   1979 — 1983
AS, Construction Tech

Amoret Kaufman, M.S., MFTI Amoret Kaufman, M.S., MFTI Greater Los Angeles Area Details
Amoret Kaufman, M.S., MFTI's Capital Guardian Trust Company Experience August 2007 - June 2009
Job Marriage & Family Therapist (Registered Intern) and Parent Educator at Valley Family Center
Industry Mental Health Care
Experience
Valley Family Center  April 2015 - Present
Valley Family Center  July 2015 - Present
Amoret Kaufman Counseling   October 2014 - Present
CLU Community Counseling Services   August 2013 - August 2014
Capital Group  June 2009 - August 2011
Capital Guardian Trust Company   August 2007 - June 2009
Capital Group  October 1997 - May 2007

Skills
Event Planning, Project Management, Marketing Strategy, Marketing, Social Media, Marketing Communications, Event Management, Social Media Marketing, Non-profits, Public Relations, Customer Service, Newsletters, Public Speaking, Strategic Planning, Research, Editing, Training, Social Networking, Time Management, Leadership Development, Outlook, Coaching, Nonprofits, Psychotherapy, Adolescents, Life Transitions, Mental Health Counseling, Psychology, Family Therapy, Community Outreach

Education
California Lutheran University   2012 — 2014
Master of Science (M.S.), Counseling Psychology

University of California, Santa Barbara   1989 — 1992
BA, Psychology

Pasadena City College   1987 — 1989

Crescenta Valley High School   1983 — 1987

Anne (Spellman) Lundberg, CAIA Anne (Spellman) Lundberg, CAIA Greater Chicago Area Details
Anne (Spellman) Lundberg, CAIA's Capital Guardian Trust Company Experience January 1993 - April 2007
Job Managing Director, Head of North America Consultant Relations at Man
Industry Investment Management
Experience
Man  March 2013 - Present
Putnam Investments  December 2010 - March 2013
Putnam Investments  November 2008 - December 2009
William Blair and Company  May 2007 - September 2008
Capital Guardian Trust Company   January 1993 - April 2007

Skills
Equities, Fixed Income, Hedge Funds, Defined Benefit, Institutional Investors, Long/Short Equity, Managed Futures, Volatility, Distressed Debt, Currency

Education
The University of Chicago - Booth School of Business   2000 — 2002
MBA, Finance

University of Northern Iowa   1985 — 1989
BA, English Literature, Journalism Minor

Jason McDevitt Jason McDevitt United States Details
Jason McDevitt's Capital Guardian Trust Company Experience January 2006 - May 2008
Job Director, Community Relations for Los Angeles Lakers
Industry Sports
Experience
Los Angeles Lakers  September 2008 - Present
Capital Guardian Trust Company   January 2006 - May 2008
Wells Fargo  August 2004 - December 2006

Education
Loyola Law School, Loyola Marymount University   2004 — 2008
Doctor of Law (JD)

Pomona College   1999 — 2003
Bachelor's degree, English Language and Literature, General

Nancy Shanks Nancy Shanks Bakersfield, California Area Details
Nancy Shanks's Capital Guardian Trust Company Experience August 2001 - April 2011
Job Registered Nurse at San Joaquin Community Hospital (SJCH)
Industry Hospital & Health Care
Experience
Adventist Health (AH)/San Joaquin Community Hospital (SJCH)   August 2015 - Present
California State University, Bakersfield  September 2012 - June 2015
Capital Guardian Trust Company   August 2001 - April 2011
Marie Callender's  May 1994 - March 2001
Dr. Paul M. Reischl, DDS Dentistry   May 1993 - May 1994

Skills
Customer Service, English, Research, Teaching, Public Speaking, Therapeutic..., Nursing Process, Comprehensive and..., Enteral Tube Insertion..., Comfort Measures, Holistic Patient and..., Care Plans, Blood Draws, Intravenous Starts, Interdisciplinary..., Evidenced Based Practice, Medication..., Parenteral Therapy, Intramuscular and..., Charting and Documenting, Cultural Sensitivity..., Wound Care and Dressing..., SBAR and Change of..., Hourly Rounding, Oxygen Therapy, Suctioning, Specimen Collection, Stoma Care, Urinary Catheterization, Denver Developmental..., Blood Glucose Checks, Pulse Oximetry, Continuous..., FHR and UC Monitoring, ECG Monitoring, Brief Psychiatric..., Morse Fall Risk Scale, Braden Scale, Dimensional Analysis, Biometric Community..., Microsoft Windows, Macintosh OS, NIH Stroke Scale, Basic Life Support, Smart Pumps, Disaster Response and..., Patient Advocacy, Glasgow Coma Scale, Confidentiality and..., Client and Staff Safety

Education
California State University, Bakersfield   2012 — 2015
In Process, Registered Nursing/Registered Nurse, 3.88 GPA

Irvine Valley College   2011 — 2012
Nursing prerequisites, 4.0 GPA

Saddleback College   1996 — 2012
Undergraduate studies including general education coursework and economic and nursing prerequisites., 3.72 GPA Overall, 4.0 GPA Nursing Requisites

Santiago Canyon College   2011 — 2011
Nursing prerequisites, 4.0 GPA

University of California, Irvine   1999 — 2001
Bachelor of Arts, Economics, 3.64 GPA

Michael Consorte Michael Consorte New York, New York Details
Michael Consorte's Capital Guardian Trust Company Experience April 2008 - February 2011
Job Senior Institutional Relationship Specialist at Capital Group
Industry Financial Services
Experience
Capital Group  February 2013 - Present
Capital Group  June 2012 - February 2013
Capital Group Companies  February 2011 - June 2012
Capital Guardian Trust Company   April 2008 - February 2011
Capital Guardian Trust Company   June 2007 - April 2008
Capital Guardian Trust Company   October 2004 - June 2007
Imagedog Media  January 2002 - January 2004
Imagedog Media  August 1997 - January 2002
Goldman Sachs  April 1993 - May 1997
Sunday Magazine Network, Hearst Corporation   January 1992 - April 1993

Skills
Equities, Investments, Project Management, Mutual Funds, Portfolio Management, Marketing, Fixed Income, Investment Strategies, Securities, Marketing Communications, Financial Services, Strategic Planning, Editing, Series 6, Public Pension Funds, Capital Markets, Emerging Markets, Territory Account..., Series 63, Relationship Management, New Business Development, Business Analysis, Investment Management, Management, CRM, Marketing Strategy, Strategy

Education
Cornell University   1986 — 1990
B.S., Communications

Pratt Institute   1990 — 1994
Communications Design

Ossining High School

Phyllis Siegel Phyllis Siegel Greater Los Angeles Area Details
Phyllis Siegel's Capital Guardian Trust Company Experience October 2000 - February 2011
Job Attorney at Law
Industry Law Practice
Experience
Capital Guardian Trust Company   October 2000 - February 2011
Sanwa Bank California  1993 - 2000
Private Practice of Law  1979 - 1993

Skills
Marketing, Equities, Investments, Mutual Funds, Asset Management, Securities, Corporate Governance, Investment Management, Asset Managment, Alternative Investments, Estate Planning, Financial Services, Fixed Income, Investment Advisory, Risk Management, Portfolio Management, Management

Education
University of California, Los Angeles - School of Law   1976 — 1979
Doctor of Law (J.D.)

Tufts University   1970 — 1971
Master of Arts (M.A.), Speech and Drama

Jackson College of Tufts University   1966 — 1970
Bachelor of Arts (B.A.), Speech and Drama, Magna cum laude

Andy Stenovec Andy Stenovec San Francisco Bay Area Details
Andy Stenovec's Capital Guardian Trust Company Experience June 1997 - February 2010
Job Managing Member and COO at RBI Capital Management
Industry Investment Management
Experience
RBI Capital Management   October 2010 - Present
Capital Guardian Trust Company   June 1997 - February 2010
Goldman, Sachs & Co   June 1989 - June 1997

Skills
Fund Of Funds, Alternative Investments, Asset Management, Private Equity, Venture Capital, Investments, Equities, Technology Investment, Commodities, Asset Allocation, Investment Management, Investment Strategies, Strategy, Fixed Income, Mutual Funds

Education
Harvard Business School   1987 — 1989
Master of Business Administration (M.B.A.)

Colorado College   1981 — 1985
Bachelor of Arts (BA), Economics

Carrie Chestnut, CFA Carrie Chestnut, CFA Great Falls, Montana Area Details
Carrie Chestnut, CFA's Capital Guardian Trust Company Experience 1985 - 1995
Job Operations Manager at Summit Corporate Services
Industry Computer Software
Experience
Summit Corporate Services   January 2012 - Present
RightNow Technologies  2008 - 2011
Capital Guardian Trust Company   1985 - 1995

Skills
Enterprise Software, Cloud Computing, SaaS, Analytics, CRM, Project Management, Solution Selling, Notary Public

Education
Chartered Financial Analyst   1990 — 1993
CFA, Finance

Montana State University-Bozeman
Bachelors, Business

Jared Sams Jared Sams San Francisco, California Details
Jared Sams's Capital Guardian Trust Company Experience January 2002 - July 2004
Job
Industry Law Practice
Experience
BlackRock  July 2012 - Present
Sheppard Mullin Richter & Hampton LLP  January 2012 - June 2012
Shearman & Sterling LLP  October 2007 - May 2011
Capital Guardian Trust Company   January 2002 - July 2004

Education
University of California, Davis - School of Law   2004 — 2007
J.D.

University of California, Los Angeles   1997 — 2001
B.A.

christine cronin christine cronin Greater Los Angeles Area Details
christine cronin's Capital Guardian Trust Company Experience May 1997 - March 2009
Job School Board Member at Manhattan Beach Unified School District
Industry Financial Services
Experience
Manhattan Beach Unified School District  December 2013 - Present
Grades of Green  October 2011 - Present
Manhattan Beach Education Foundation  June 2010 - Present
Museum of Latin American Art  June 2009 - May 2012
American Martyrs Catholic Community  June 2011 - 2012
Capital Guardian Trust Company   May 1997 - March 2009
Fidelity Investments  February 1994 - April 1997
Price Waterhouse Management Consultants  1991 - 1992
Morgan Stanley  July 1984 - 1986
Bank of America  1984 - 1984

Skills
Financial Modeling, Investments, Valuation, Private Equity, Asset Managment, Capital Markets, Fundraising, Hedge Funds, Alternative Investments, Venture Capital, Non-profits, Equities, Fixed Income, Fixed Income Portfolio..., CPA

Education
University of Pennsylvania - The Wharton School   1987 — 1989
MBA, Finance and Marketing

Columbia University in the City of New York   1980 — 1984
BA, Economics

Columbia Engineering   1980 — 1982
Engineering

Our Lady of Mercy, Farmington Hills, MI   1976 — 1980

Monika Spykerman Monika Spykerman Vancouver, Washington Details
Monika Spykerman's Capital Guardian Trust Company Experience 1994 - 1995
Job Editor at North Bank Now / www.northbankmagazine.com
Industry Publishing
Experience
North Bank Now / www.northbanknow.com   February 2014 - Present
SpykerMedia   2007 - Present
The Daily Insider   October 2010 - December 2012
A Word with You Press   June 2010 - February 2011
Lake Avenue Church  1997 - 2007
Law Offices of Stephen P. Grayson   1995 - 1997
Capital Guardian Trust Company   1994 - 1995
The Plain Truth magazine   1993 - 1993

Skills
Editing, Copywriting, Web Content, Blogging, Social Media, Creative Writing, Newsletters, Fiction, Press Releases, Graphic Design, InDesign, Books, Feature Articles, Public Speaking, WordPress, Editorial, Brochures, Advertising, Publishing, Marketing Communications, Proofreading, Magazines, Video, Content Management, Publicity, Social Networking, Content Development, Content Strategy, Layout, Newspapers, Photoshop, Copy Editing, Facebook, Digital Media, Logo Design, Email Marketing, Publications, Journalism, Marketing, Media Relations, Mac, New Media, Social Media Marketing, Online Publishing, Media Production, Text Editing, Published Author

Education
Ambassador University   1989 — 1993
BA, English/Cumma Sum Laude

Brittney Hardiman Brittney Hardiman Reno, Nevada Area Details
Brittney Hardiman's Capital Guardian Trust Company Experience March 2005 - Present
Job Administrative Assistant at Capital Group
Industry Financial Services
Experience
Capital Guardian Trust Company   March 2005 - Present

Skills
Adobe Acrobat, Event Planning, Fundraising, Administrative..., Customer Service, Project Management, Art

Education
University of Nevada-Reno   2007 — 2011
BAHI, Art History

Truckee Meadows Community College   2000 — 2004
Associate of Arts, Fine Art

Galena

Lenore Cannella Lenore Cannella Chesapeake, Virginia Details
Lenore Cannella's Capital Guardian Trust Company Experience May 1990 - May 2000
Job Top Rated Seller at eBay
Industry Internet
Experience
eBay  May 2012 - Present
Arbor Realty Trust  March 2006 - April 2012
Humane Urban Group   July 2001 - March 2006
Morgan Stanley  May 2000 - June 2001
Capital Guardian Trust Company   May 1990 - May 2000
Drexel Burnham Lambert  June 1988 - February 1990
Bear Stearns  January 1988 - June 1988
Eaton Corporation/AIL Division   June 1985 - January 1988

Skills
Finance, Research, Investments, Microsoft Office, Microsoft Excel, Commercial Real Estate, Sales, Data Management, Entrepreneurship, Customer Service

Education
Pace University - Lubin School of Business
BBA, Finance

DeeDee Maguire DeeDee Maguire Greater New York City Area Details
DeeDee Maguire's Capital Guardian Trust Company Experience 1999 - 2009
Job Graphic Artist Presentation Design Specialist
Industry Graphic Design
Experience
Freelance Consultant  March 2009 - Present
Capital Guardian Trust Company   1999 - 2009
Mercury Asset Management (acquired by Merrill Lynch)   1994 - 1999
Swiss Bank Corporation (SBC-PMI) - later became SBC Warburg, later acquired by UBS   1990 - 1994

Skills
Graphics, Adobe Creative Suite, Photography, Adobe Acrobat, Advertising, InDesign, Graphic Design, Brochures, PowerPoint, Editing, Typography, Presentation Design, QuarkXPress, Art Direction, Project Coordination, Information Graphics, Mac, Image Manipulation, Layout, Marketing, Research, Illustrator, Microsoft Office, Logo Design, Brainshark, DeltaGraph, AlienSkin Software, MS Office Suite, ArcSoft Slide Show, Charts, Image Research,..., Adobe Illustrator -...

Education
New York University   2007 — 2009
Professional Certificate, Graphic Design

New School for Social Research
Graphic Design

Edward Tufte   2010 — 2010
Presenting Data + Information

Erica McKenna Erica McKenna Greater San Diego Area Details
Erica McKenna's Capital Guardian Trust Company Experience August 2004 - December 2006
Job Vice President, Business Development at LM Capital Group, LLC.
Industry Financial Services
Experience
LM Capital Group, LLC.   March 2013 - Present
Allianz Global Investors Capital  December 2006 - March 2013
Capital Guardian Trust Company   August 2004 - December 2006
Capital Guardian Trust Company   August 2002 - August 2004

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Budgets, Editing, RFP Management, Research, Marketing Communications, Marketing, Marketing Strategy, Market Research, Asset Allocation, Fixed Income, Equities, Investments, Databases, Data Analysis, Investment Management, Portfolio Management, Series 7, Hedge Funds, Mutual Funds, Asset Management

Education
Monmouth University   1996 — 1998
Master of Arts (M.A.), Elementary Education and Teaching

Salisbury University   1990 — 1994
Bachelor of Arts (B.A.), Communications

Brittney (Barnett) Hardiman Brittney (Barnett) Hardiman Reno, Nevada Area Details
Brittney (Barnett) Hardiman's Capital Guardian Trust Company Experience March 2005 - Present
Job Administrative Assistant
Industry Financial Services
Experience
Capital Guardian Trust Company   March 2005 - Present

Skills
Management, Customer Service, Administrative..., Spreadsheets, Outlook, Lotus Notes, Event Planning, Microsoft Excel, PowerPoint, Editing, Research, Microsoft Office, Data Entry, Microsoft Word, Adobe Acrobat, Process Improvement, Creative Writing, Fine Art, Project Planning, Art History

Education
University of Nevada-Reno   2007 — 2010
Bachelor of Arts (B.A.), Art History

Truckee Meadows Community College   2000 — 2006
Associate of Arts (A.A.), Art/Art Studies, General

Galena High School   1996 — 2000
Diploma

John Zirinsky John Zirinsky San Francisco Bay Area Details
John Zirinsky's Capital Guardian Trust Company Experience June 2006 - January 2007
Job Principal at JAZ Research LLC
Industry Public Relations and Communications
Experience
JAZ Research LLC   August 2012 - Present
Bay Area Mountain Rescue Unit (BAMRU)   May 2013 - Present
CurbTXT   January 2013 - July 2013
Edelman Berland (StrategyOne)   August 2011 - August 2012
Lombardo Consulting Group   February 2007 - August 2011
Capital Guardian Trust Company   June 2006 - January 2007

Skills
Management, Strategic Communications, Public Relations, Marketing Strategy, Qualitative Research, Media Relations, Strategic Planning, Non-profits, Editing, Research, Marketing, Social Media, Quantitative Research, Quantity Surveying, Quantitative Analytics, Political Polling, Opinion Polling, Message Development, Brand Management, Employee Engagement, Politics, Public Policy, Start-ups, Market Research, Analysis, Nonprofits

Education
Cornell University   2002 — 2006
B.A., Philosophy

David Fijol David Fijol Chicago, Illinois Details
David Fijol's Capital Guardian Trust Company Experience January 2001 - September 2003
Job Principal at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers  September 2003 - Present
Capital Guardian Trust Company   January 2001 - September 2003
Arthur Andersen  August 1998 - December 2000

Skills
Transfer Pricing, Economics, International Tax, Intellectual Property..., Cost Sharing

Education
University of Maryland - Robert H. Smith School of Business   2005 — 2007
MBA

Georgetown University   1993 — 1997
BSFS, Economics

Angela (Muller) Porcell Smith Angela (Muller) Porcell Smith Glendale, California Details
Angela (Muller) Porcell Smith's Capital Guardian Trust Company Experience June 1995 - January 2000
Job Marketing Associate at American Realty Advisors
Industry Investment Management
Experience
American Realty Advisors  June 2014 - Present
Sapphire Investment Properties, Inc.   June 2013 - June 2014
Prudential California Realty  March 2009 - June 2013
Keller Williams World Media Center  July 2006 - March 2009
Keller Williams Realty  October 2003 - October 2008
Capital International, Inc   January 2000 - October 2003
Capital Guardian Trust Company   June 1995 - January 2000
Capital Research Company   January 1992 - June 1995

Skills
Real Estate, Investments, Short Sales, Sellers, Investment Properties, Buyer Representation, Listings, Foreclosures, First Time Home Buyers, Condos, REO, Investors, Marketing, FHA, Property Management, Residential Homes, Real Estate Development, Real Estate Transactions, Single Family Homes, Referrals, Real Property, New Home Sales, Relocation, Luxury, Property, SFR, HUD, Buyers, Rentals, Move Up Buyers, Townhomes, Commercial Real Estate, Real Estate Financing, Seniors, ABR, Income Properties, Home Staging, Brokerage, Sales, Management, Negotiation

Education
University of Southern California   1994 — 1997
MBA, Finance and Marketing, 3.87

Blair High School

UCLA
BA, Theater, 3.4

Alexi Maravel Alexi Maravel Greater Boston Area Details
Alexi Maravel's Capital Guardian Trust Company Experience February 2000 - September 2006
Job Associate Director, Institutional Practice at Cerulli Associates
Industry Research
Experience
Cerulli Associates  September 2013 - Present
Fidelity Investments  July 2012 - August 2013
Sun Life Financial  December 2009 - July 2012
Fidelity Investments  October 2006 - December 2009
Capital Guardian Trust Company   February 2000 - September 2006
Putnam Investments  April 1994 - January 2000

Skills
Corporate Communications, Marketing Communications, Public Relations, Financial Markets, Media Relations, Management, Strategic Communications, Thought Leadership, Institutional Marketing, Asset Management, Content Strategy, Public Speaking, Crisis Communications, Leadership, Investor Relations, Strategy, Communications Planning, Speech Writing, Communication Training, Marketing, Editing, Market Research, Institutional..., Copywriting, Internal Communications

Education
Northeastern University   1989 — 1993
BA, Journalism

Ridgewood (NJ) High School   1986 — 1989

Howard Mackay Howard Mackay Orange County, California Area Details
Howard Mackay's Capital Guardian Trust Company Experience May 1990 - May 1998
Job FX Corporate Trader
Industry Banking
Experience
Comerica Bank  2015 - Present
Contract  April 2014 - September 2015
Union Bank  May 1998 - January 2014
Union Bank  May 1998 - August 2009
Capital Guardian Trust Company   May 1990 - May 1998

Skills
Portfolio Management, FX Options, Risk Management, Financial Risk, Cash Management, Banking, Finance, Settlement, Equities, FX trading, Back Office, Derivatives, Capital Markets, Securities, Treasury, Foreign Exchange, Trading, Trade Finance, Hedging, Funding, Global Custody, SWIFT payments, Corporate Actions, Investment Banking, Payments, FX Hedging, Process Improvement, Swaps, Fixed Income, Treasury Management, Management, Cash, SWIFT messaging, Liquidity Management, FX Derivatives, FX Operations, NDF, Netting, Fedwire, International..., Staff Management, Staff Development, Financial Forecasting, Compliance, Quality Improvement..., Analysis, Financial Analysis, Loans, Anti Money Laundering, Wire Transfers

Education
California State Polytechnic University-Pomona
MBA, Finance, General, 3.91

California State University-Fullerton
Bachelor of Arts, International Business/Spanish

Claudia Del Castillo Claudia Del Castillo San Antonio, Texas Area Details
Claudia Del Castillo's Capital Guardian Trust Company Experience January 2005 - June 2009
Job Tax Specialist at Valero Energy Corporation
Industry Accounting
Experience
Valero Energy Corporation  June 2013 - Present
Sol Schwartz & Associates, P.C.   June 2012 - June 2013
Sol Schwartz & Associates, P.C.   January 2011 - July 2012
Brehm Havel & Co.   August 2009 - January 2011
Capital Guardian Trust Company   January 2005 - June 2009
Capital Group  June 2003 - January 2005

Skills
Accounting, Tax

Education
The University of Texas at San Antonio
BA, Accounting

Robert Craven Robert Craven Orange County, California Area Details
Robert Craven's Capital Guardian Trust Company Experience May 2006 - October 2007
Job Salesforce.com Administrator and Analyst at Auction.com
Industry Hospital & Health Care
Experience
Auction.com  September 2013 - Present
DaVita  December 2008 - September 2013
National Retirement Partners  October 2007 - November 2008
Capital Guardian Trust Company   May 2006 - October 2007
Bravo Credit Corp.   December 2004 - March 2006
Aegis Lending  2004 - 2004
America's Money Line   2002 - 2002
Payment Resources International   1999 - 2001

Skills
Salesforce.com, CRM, Integration, Business Process, Management, Marketing, Data Modeling, Training, Business Process..., Business Intelligence, Email Marketing, Strategy, Business Analysis, Salesforce.com..., Databases, Process Improvement, Software Documentation, Enterprise Content..., SaaS, Analytics, Cross-functional Team..., Consulting, Lead Management, Strategic Partnerships, Vendor Management, Data Migration, Requirements Analysis, Enterprise Software, Requirements Gathering, SDLC, Business Process..., Vlookup, Microsoft Excel, Microsoft Office, Microsoft Word, Formulas

Education
The University of New Mexico   1994 — 1995

Santa Margarita   1989 — 1994
Diploma, General

Russ Lemley Russ Lemley Greater Los Angeles Area Details
Russ Lemley's Capital Guardian Trust Company Experience February 1996 - August 2004
Job Chief Compliance Officer American Funds at Capital Research and Management Company
Industry Financial Services
Experience
Capital Research and Management Company  August 2004 - Present
Capital Guardian Trust Company   February 1996 - August 2004
US Securities and Exchange Commission  March 1991 - February 1996
Dreyfus Service Corporation  November 1987 - February 1991

Skills
Securities, Mutual Funds, Asset Managment, Investments, Investment Advisory, Equities, Fixed Income, Corporate Governance, Securities Regulation, Investment Company Act, Risk Management, Asset Management, Compliance, Valuation, Trading, Investment Management, Alternative Investments

Education
University of California, Irvine   1985 — 1987
BA, Economics

The Ohio State University   1984 — 1985

Glenn A. Weiner, CFA Glenn A. Weiner, CFA Charlotte, North Carolina Area Details
Glenn A. Weiner, CFA's Capital Guardian Trust Company Experience February 2008 - February 2009
Job Managing Director, Consultant Relations at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners  April 2014 - Present
Babson Capital Management  September 2009 - March 2014
Capital Guardian Trust Company   February 2008 - February 2009
Wellington Management  May 2005 - January 2008
Wellington Management  July 2002 - April 2005
RogersCasey  June 1998 - July 2002

Skills
Asset Management, Fixed Income, Asset Allocation, Investments, Credit, Investment Strategies, Institutional..., Investment Management, Asset Managment, Equities, Strategy, Alternative Investments, Financial Markets, Hedge Funds, Mutual Funds, Investment Advisory

Education
CFA Institute   1999 — 2003
CFA (2003), Investment Management

Bryant University   1992 — 1996
Bachelors, Finance

FINRA Series 3, 7, 63
Series 3, 7, 63, Securities licensing

Brian Roberts, CFA Brian Roberts, CFA Norfolk, Virginia Area Details
Brian Roberts, CFA's Capital Guardian Trust Company Experience 2007 - 2009
Job Managing Director, 401k Advisors
Industry Investment Management
Experience
401(k) Advisors   January 2011 - Present
Arete Investment Consulting   June 2009 - January 2011
Capital Guardian Trust Company   2007 - 2009
American Funds  1993 - 2007

Skills
Plan Design, Due Diligence, Contract Negotiations, 401k, Retirement, Pensions, Investments, Asset Allocation, Auditing, Asset Management, Defined Benefit, Compliance, Portfolio Management, Institutional, ERISA, Risk Management, Client Service, Benchmarking, Financial Analysis, Investment Advisory, Financial Advisory, Asset Managment, Retirement Plan..., Employee Benefits, Business Planning, Alternative Investments, Retirement Planning, Mutual Funds, Client Services, Contract Negotiation

Education
Davidson College   1982 — 1986
BA, Economics

Lyna Chon Lyna Chon Los Angeles, California Details
Lyna Chon's Capital Guardian Trust Company Experience July 2011 - May 2014
Job Of Counsel at California Receivership Group
Industry Newspapers
Experience
California Receivership Group   July 2015 - Present
David Ryu for Los Angeles City Council   January 2015 - May 2015
Koreatown News   May 2013 - December 2014
Capital Guardian Trust Company   July 2011 - May 2014
Coalition to Abolish Slavery & Trafficking (CAST)   November 2010 - April 2011
Doniger/Burroughs Law Firm   August 2010 - September 2010
Lee & Ko  July 2009 - July 2009
Jisung Horizon Attorneys at Law   June 2009 - June 2009
Reading Town Institute   November 2006 - June 2007
Coalition to Abolish Slavery & Trafficking (CAST)   2006 - 2006

Skills
Legal Research, Legal Writing, Research, Litigation, Social Media, Nonprofits, Management, Strategic Planning, Microsoft Office, Community Outreach

Education
UCLA School of Law   2007 — 2010
Juris Doctor

University of California, Los Angeles   2002 — 2006
Bachelor of Arts, Spanish and Political Science

Duke Law School, Asia America Institute on Transnational Law

Jessica Deisher Jessica Deisher Baltimore, Maryland Area Details
Jessica Deisher's Capital Guardian Trust Company Experience January 2013 - May 2013
Job Direct Bill/Accounting at All Risks, Ltd
Industry Insurance
Experience
All Risks, Ltd  March 2015 - Present
T. Rowe Price  May 2013 - March 2015
Capital Guardian Trust Company   January 2013 - May 2013
Glory Days Grill  May 2012 - May 2013
Graul's Market  July 2008 - May 2012

Skills
Social Networking, Event Planning, Social Media, Customer Service, Public Relations, Microsoft Office, PowerPoint, Microsoft Word, Editing, Facebook, Microsoft Excel, Research, Photoshop, Open Table, Blogging, Marketing, Public Speaking, Time Management

Education
Mount Saint Mary's College   2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General

Leslie Seal, MBA Leslie Seal, MBA United States Details
Leslie Seal, MBA's Capital Guardian Trust Company Experience November 1992 - August 2000
Job Director of Decision Support at Loma Linda University Medical Center Murrieta
Industry Hospital & Health Care
Experience
Loma Linda University Medical Center Murrieta  April 2010 - Present
Physicians for Healthy Hospitals Inc. formerly Valley Health System   April 2008 - November 2009
Physicians for Healthy Hospitals Inc. formerly Valley Health System   November 2007 - April 2008
Physicians for Healthy Hospitals Inc. formerly Valley Health System   July 2001 - November 2007
Mt. San Jacinto College  November 2000 - May 2001
Capital Guardian Trust Company   November 1992 - August 2000

Skills
Microsoft Office, Microsoft Excel, Healthcare Management, EPSi Integrated..., PowerPoint, Microsoft Word, Public Speaking, Outlook, Teaching, Windows, Research, Strategic Planning, Process Improvement, Team Building, Healthcare, Healthcare Information..., EHR, EMR

Education
University of Redlands   1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.97 GPA

University of North Carolina at Charlotte   1997 — 1998
Trust Investment Certification, Finance and Financial Management Services

California State University-Fullerton   1986 — 1991
Bachelor's degree, Finance, General

Ryan Au Ryan Au San Francisco Bay Area Details
Ryan Au's Capital Guardian Trust Company Experience May 2014 - August 2014
Job Full Stack Web Developer
Industry Financial Services
Experience
Dev Bootcamp  April 2015 - August 2015
Capital Investments at Berkeley  August 2014 - May 2015
Capital Guardian Trust Company   May 2014 - August 2014
YMCA  July 2012 - August 2012

Skills
Web Development, JavaScript, React js, Ruby, InDesign, Microsoft Office, Public Speaking, Digital Photography, Triathlon, Microsoft Excel, Event Planning, Research, Financial Analysis, Journalism, Leadership, Marketing, Social Media, PowerPoint, Management

Education
University of California, Berkeley   2012 — 2016
Bachelor's Degree, Political Economy

Northwestern University Medill School of Journalism

The Webb Schools   2009 — 2012
High School Diploma

St. Paul's College, Hong Kong   2006 — 2009

Christine Barker, MBA, VP Christine Barker, MBA, VP Newbury Park, California Details
Christine Barker, MBA, VP's Capital Guardian Trust Company Experience April 1998 - July 2004
Job Finance Executive, Coastal Artist
Industry Financial Services
Experience
Christine Parrish Coastal Designs   September 2013 - Present
Author, YOUR ULTIMATE LIFE VISION   April 2012 - Present
US Bank  2004 - Present
Capital Guardian Trust Company   April 1998 - July 2004

Skills
Client Relationship..., Relationship Development, Business Management, Business Analysis, Business Planning, Business Process, Small Business, New Business Development, Communications Writing, Organizing, Organizational..., Organizational..., Organizational Change, Project Planning, Project Coordination, Project Portfolio..., Project Execution, Project Delivery, Management, Inter-personal, Loans, CRM, Risk Management, Cash Management, Banking, Commercial Banking, Credit Analysis, Sales, Portfolio Management, Change Management

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2001 — 2003
MBA

Indiana Institute of Technology   1984 — 1987
Bachelor of Science (B.S.)

Renae Griffin Renae Griffin Oakland, California Details
Renae Griffin's Capital Guardian Trust Company Experience March 1986 - June 1995
Job Founder and CEO at RG + Associates
Industry Events Services
Experience
RG + Associates  August 2001 - Present
Progress Investment Management Company  September 1995 - March 2001
Capital Guardian Trust Company   March 1986 - June 1995

Skills
New Business Development, Diversity Outreach, Marketing Strategy, Meeting Planning, Marketing, Strategy, Management, Sales, Fundraising, Event Management, Event Planning, Entrepreneurship, Consulting, Start-ups, Trade Shows, Social Media Marketing, Strategic Partnerships, Social Networking, Venture Capital, Public Speaking, Sponsorship, Public Relations, Marketing Communications, Corporate Events, Social Media, Strategic Planning, Investments, Business Development, Asset Management, Portfolio Management, Financial Modeling, Private Equity

Education
University of San Francisco
BA, Economics

Michelle Savoy Michelle Savoy Toronto, Canada Area Details
Michelle Savoy's Capital Guardian Trust Company Experience 2005 - 2010
Job Corporate Director, ICD.D
Industry Financial Services
Experience
Laurentian Bank  March 2012 - Present
Canadian Scholarship Trust Foundation   January 2010 - Present
Capital Guardian (Canada) Inc.   2003 - 2011
Capital Guardian Trust Company   2005 - 2010
Capital Guardian(Canada) Inc.   1998 - 2003
Spencer Stuart & Associates, Inc.   January 1997 - November 1998
CIBC World Markets  1995 - 1996
CIBC Wood Gundy  1992 - 1995

Skills
Strategic HR, Sales, Management, Fixed Income, Executive-Level..., Equities, Asset Managment, Mutual Funds, Pension Funds, Wealth Management, Business Planning, Asset Management, Derivatives, Investment Strategies

Education
University of Ottawa / Université d'Ottawa   1979 — 1982
Bachelor of Business Administration (B.B.A.), Finance and Marketing

Maria Christina Mesa Maria Christina Mesa Torrance, California Details
Maria Christina Mesa's Capital Guardian Trust Company Experience June 2009 - May 2013
Job Accounting Manager at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management, L.P.   July 2015 - Present
Oaktree Capital Management  May 2013 - Present
Capital Guardian Trust Company   June 2009 - May 2013
Capital Guardian Trust Company   May 2007 - June 2009
Capital Guardian Trust Company   May 2006 - April 2007
Capital Guardian Trust Company   May 2005 - May 2006
Capital Group  March 2004 - April 2005
Wells Fargo  August 2002 - February 2004

Skills
Corporate Actions, Fund Accounting, Fixed Income, Time Management, Timely Decision Making, Vlookup, Lotus Notes, Cash Management, Bank Reconciliation, Bloomberg, Equities, Financial Statements, Account Reconciliation, Accounting, Mutual Funds, Accruals, Pivot Tables, Analysis, Finance, Microsoft Excel, Financial Reporting

Education
University of California, Riverside   1999 — 2003
Bachelor's degree, Business Administration

Kerry Dempsey Kerry Dempsey Greater New York City Area Details
Kerry Dempsey's Capital Guardian Trust Company Experience May 1997 - April 2010
Job Director of Consultant Relations at Select Equity Group
Industry Investment Management
Experience
Select Equity Group  October 2011 - Present
Lasair Capital LLC   April 2010 - October 2011
Capital Guardian Trust Company   May 1997 - April 2010

Education
Boston University   1989 — 1993
Business Administration

Stacy M. Casey (Hurford) Stacy M. Casey (Hurford) Lake Havasu City, Arizona Details
Stacy M. Casey (Hurford)'s Capital Guardian Trust Company Experience October 2000 - February 2005
Job Specialist at Scorpion Computer Services
Industry Information Technology and Services
Experience
Scorpion Computer Services   November 2011 - Present
Pacific Life  July 2010 - October 2011
Capital Group  February 2005 - March 2009
Capital Guardian Trust Company   October 2000 - February 2005

Skills
Visio, Requirements Analysis, SDLC, Business Analysis, Process Improvement, Business Intelligence, Requirements Gathering, Quality Assurance, Analysis, Data Analysis, CRM, Change Management, IT Management, Business Process, Data Warehousing

Education
University of Arizona   1993 — 1998
Bachelor of Science, Accounting & Business Management

Christopher R. Johnson Christopher R. Johnson Greater Atlanta Area Details
Christopher R. Johnson's Capital Guardian Trust Company Experience 2000 - 2004
Job Assistant Vice President, GE Capital Corporate Finance
Industry Financial Services
Experience
GE Capital  August 2013 - Present
General Electric  May 2011 - July 2013
Bridgewater Associates  June 2009 - April 2011
Emory University  August 2006 - May 2008
UBS  June 2007 - August 2007
Case Closed Enterprises   2004 - 2006
Capital Guardian Trust Company   2000 - 2004

Skills
Project Finance, Portfolio Valuation, Financial Modeling, Excel, Equity Valuation, Credit Analysis, Portfolio Management, Investments, Finance, Leadership, Microsoft Excel, Project Management, Management, Valuation, Equities, Due Diligence

Education
Emory University - Goizueta Business School   2006 — 2008
MBA, Finance

Loyola Marymount University   1996 — 2000
BBA, Finance

Brentwood School   1990 — 1996
HS Diploma

Laurie King Laurie King Greater Los Angeles Area Details
Laurie King's Capital Guardian Trust Company Experience 2001 - 2009
Job Investment writer at Wells Fargo Asset Management
Industry Investment Management
Experience
Wells Fargo Asset Management  June 2012 - Present
California Council on Economic Education  August 2010 - November 2011
Capital Guardian Trust Company   2001 - 2009
Payden & Rygel  1990 - 2001
Shearson Lehman  1987 - 1989

Skills
Economics, Marketing Communications, Investment Writing

Education
University of California, Los Angeles - The Anderson School of Management   1993 — 1996
MBA

Brent Fletcher Brent Fletcher Greater Los Angeles Area Details
Brent Fletcher's Capital Guardian Trust Company Experience Administrative AssistantCapital Group2006 - 2009
Job Administrative Assistant at Capital Guardian Trust Company
Industry Investment Banking
Experience
Capital Guardian Trust Company   Administrative AssistantCapital Group2006 - 2009
Association of Unity Churches   1994 - 2009

Education
Troy University   1976 — 1979
B.A., Education

Stephanie Stuchin Stephanie Stuchin Greater New York City Area Details
Stephanie Stuchin's Capital Guardian Trust Company Experience 2008 - June 2010
Job Freelance Marketing Consultant
Industry Marketing and Advertising
Experience
Freelance  September 2014 - Present
KCSA Strategic Communications  December 2012 - August 2014
theCOMMSapp   December 2012 - August 2014
Epoch Investment Partners  July 2010 - December 2012
Street Project   2008 - 2011
Capital Guardian Trust Company   2008 - June 2010
Capital Guardian Trust Company   2007 - 2008
Chapin Hill Advisors Inc.   2006 - 2007
Chapin Hill Advisors   2005 - 2006
New England Financial  2004 - 2005

Skills
Marketing, Project Management, Integrated Marketing, Marketing Strategy, Marketing Communications, Web Marketing Strategy, Management, New Business Development, Digital Marketing, Market Research, Leadership, Project Planning, Competitive Analysis, Social Media Marketing, Social Media, Strategy, Sales, Digital Strategy, Email Marketing

Education
New York University   2012 — 2013
MS, Integrated Marketing

Lehigh University - College of Business and Economics   2000 — 2004
BS, Finance

John Frost John Frost Orlando, Florida Area Details
John Frost's Capital Guardian Trust Company Experience 1998 - 2001
Job Senior Social Media Strategist at Hearst Television
Industry Marketing and Advertising
Experience
LAKANA for Hearst Television   May 2014 - Present
Quality Will Out Omnimedia   June 2004 - Present
Maximized Living  October 2012 - January 2014
MindComet (also FanHappy)   November 2010 - August 2012
EasyClickTravel, A Travel Holdings Company   October 2009 - October 2010
Give Kids The World  April 2005 - September 2009
LaughingPlace.com   1999 - 2004
The Capital Group  1998 - 2001
Capital Guardian Trust Company   1998 - 2001
HR ONLY  1992 - 1998

Skills
Social Media, Online Marketing, Blogging, Social Networking, Google Analytics, Newsletters, E-commerce, HTML, Internet Trends, News Writing, Web Analytics, Community Building, Social Media Marketing, Facebook, Writing, SEO, Email Marketing, SEM, Photoshop, Google Adwords, CMS, Digital Marketing, Disney Vacations, Social Media Strategist, Copywriting, Online Advertising, WordPress, Editing, Disney, Community Management, Marketing, YouTube, Affiliate Marketing, Content Strategy, Web Marketing, Strategic Communications, Pinterest, Web Content, Digital Media, Blogger, Publishing, Content Management, Customer Service, New Media, video interview, Customer Relations, Microsoft Office, Social Media Advertising

Education
Lewis and Clark College   1987 — 1992
BA, Communications

Kristine Papa Kristine Papa Greater Los Angeles Area Details
Kristine Papa's Capital Guardian Trust Company Experience 2008 - 2009
Job
Industry Accounting
Experience
eHarmony  February 2015 - Present
eHarmony.com  July 2012 - January 2015
eHarmony.com  June 2011 - August 2012
eHarmony  November 2009 - June 2011
Capital Group  June 2008 - November 2009
Capital Guardian Trust Company   2008 - 2009
Deloitte & Touche  September 2003 - June 2008
Deloitte  2003 - 2008

Skills
Financial Reporting, Internal Controls, Financial Statements, Accounting, Financial Analysis, Auditing, Management, US GAAP, Financial Accounting, Financial Modeling

Education
University of California, Riverside   1999 — 2003
Bachelor of Science, Business Administration

Ayako Yoshioka Ayako Yoshioka Greater Los Angeles Area Details
Ayako Yoshioka's Capital Guardian Trust Company Experience 1997 - 2000
Job Director of Research Equity Investments at Oakwood Capital Management
Industry Investment Management
Experience
Oakwood Capital Management   September 2014 - Present
300 North Capital, LLC  February 2011 - September 2014
300 North Capital, LLC  2008 - February 2011
Provident Investment Counsel  July 2004 - September 2008
Provident Investment Counsel  March 2000 - June 2004
Capital Guardian Trust Company   1997 - 2000

Skills
Equities, Equity Research, Research, Asset Management, Investment Management, Financial Modeling, Investments, Investment Strategies, Valuation, Equity Valuation, Asset Allocation, Portfolio Management, Mutual Funds, Bloomberg, Financial Analysis, Due Diligence

Education
University of California, Los Angeles   1993 — 1997
Bachelor of Arts (B.A.), International Economics

Sunny Hills High School   1989 — 1993

Karen M. Lee, CTFA Karen M. Lee, CTFA Greater Los Angeles Area Details
Karen M. Lee, CTFA's Capital Guardian Trust Company Experience October 2002 - July 2009
Job Vice President & Senior Trust Officer at Union Bank
Industry Financial Services
Experience
Union Bank  October 2013 - Present
Wells Fargo Bank Wealth Management Group  March 2010 - October 2013
Capital Guardian Trust Company   October 2002 - July 2009
KeyTrust Company National Association   May 1994 - March 2002
Fifth Third Bank  May 1990 - May 1994

Skills
Asset Allocation, Asset Management, Equities, Mutual Funds, Securities, Series 7, Wealth Management, Portfolio Management, Investments, Fixed Income, Asset Managment, Wealth Management..., Financial Services, Banking, Investment Management, Trusts

Education
Cannon Financial   1998 — 1999

Ohio Bankers Association   1991 — 1992

The Ohio State University - The Max M. Fisher College of Business   1985 — 1990
Bachelor of Science in Business Administration, Finance

Jeff Slavin Jeff Slavin Greater Los Angeles Area Details
Jeff Slavin's Capital Guardian Trust Company Experience June 2011 - Present
Job Institutional Portfolio Analysis & Reporting at Capital Guardian Trust Company
Industry Financial Services
Experience
Capital Guardian Trust Company   June 2011 - Present
Capital Group  September 2010 - June 2011

Education
California State University-Long Beach - College of Business Administration   2004 — 2007

Long Beach City College

Kent Kerbs Kent Kerbs Orange County, California Area Details
Kent Kerbs's Capital Guardian Trust Company Experience February 1998 - August 2008
Job Chief Financial Officer at Sourcing Solutions LLC
Industry Computer Hardware
Experience
Sourcing Solutions LLC  January 2015 - Present
Sourcing Solutions LLC  July 2014 - December 2014
Sourcing Solutions LLC  2010 - 2014
Capital Guardian Trust Company   February 1998 - August 2008
PIMCO  September 1994 - February 1998
PriceWaterhouse  May 1990 - September 1994

Skills
Accounting, Asset Management, Investments, Budgeting, Process Improvement, Change Management, Securities, Customer Relations, Fixed Income, Internal Controls, Tax, Business Process..., Banking, Equities, Portfolio Management, Investment Strategies, Customer Service, GAAP, Strategic Planning, Due Diligence, Asset Allocation, Asset Managment, Auditing, Corporate Finance, Cash Management, Business Planning, Risk Management, Budgets, Executive Management, Investment Advisory, Financial Accounting, Forecasting, Finance, Hedge Funds, Strategy, Business Analysis, Investment Management, Management, Corporate Governance, Financial Statements, Financial Analysis, Wealth Management, Financial Modeling, Valuation, Strategic Financial..., Private Equity, Financial Reporting, Account Reconciliation, Start-ups, Financial Services

Education
University of Kansas   1986 — 1990
BS, Business Administration/Accounting with Economics concentration

Curtis Baker Curtis Baker Greater Atlanta Area Details
Curtis Baker's Capital Guardian Trust Company Experience 1994 - December 2009
Job Senior Vice President at Capital Group Institutional Investment Services
Industry Investment Management
Experience
Capital Group Institutional Investment Services   August 2009 - Present
Capital Guardian Trust Company   1994 - December 2009
Capital Group  January 1997 - January 2001

Skills
Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Mutual Funds, Investments, Equities, Series 7, Investment Management, Fixed Income, Series 63, Portfolio Management

Education
Tulane University   1986 — 1990
Bachelor of Science (BS), History

Westminster   1980 — 1986

Jaye Kosman Jaye Kosman Greater Los Angeles Area Details
Jaye Kosman's Capital Guardian Trust Company Experience August 2008 - August 2014
Job Executive Assistant at TCW
Industry Financial Services
Experience
TCW  December 2014 - Present
Capital Guardian Trust Company   August 2008 - August 2014
Capital Guardian Trust Company   May 2003 - August 2008
The Rosselot Financial Group, Inc.   February 1998 - March 2003
The Rosselot Financial Group, Inc.   January 1996 - February 1998

Skills
Financial Services, Wealth Management, Project Management, Manage Client..., Personal Trust..., High Net Worth..., Event Planning, Asset Managment, Marketing, Asset Allocation, Series 65, CRM, Mutual Funds, Customer Service, Equities, Alternative Investments, Investment Advisory, Investment Management, Series 7, Investments, Retirement Planning, Investment Strategies, Asset Management, Series 63, Uniform Combined State..., Finance

Education
Cannon Financial Institute   2008 — 2008
Trust I

Cannon Financial Institute   2007 — 2007
Trust Fundamentals

University of Cincinnati   1991 — 1996
Bachelor of Arts (BA), Sociology

Jill Plumb Jill Plumb Greater Los Angeles Area Details
Jill Plumb's Capital Guardian Trust Company Experience May 1991 - February 2009
Job CEO at Plumb Household
Industry Financial Services
Experience
Loyola High School  August 2014 - Present
Plumb Household   March 2009 - Present
St. Paul the Apostle Parish  July 2011 - Present
St. Paul the Apostle Parish  July 2013 - June 2014
Del Rey American Little League   August 2009 - July 2013
Capital Guardian Trust Company   May 1991 - February 2009
Capital Group  1991 - 2009

Skills
Marketing, Investments, Equities, Portfolio Management, Marketing Strategy, Investment Strategies, Mutual Funds, Investment Management, Asset Management

Education
University of California, Los Angeles   1986 — 1990
BA, English

Scott Reeder Scott Reeder Greater New York City Area Details
Scott Reeder's Capital Guardian Trust Company Experience May 1999 - December 2005
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock  December 2011 - Present
BlackRock  August 2007 - December 2011
American Funds Distributors  December 2005 - August 2007
Capital Guardian Trust Company   May 1999 - December 2005

Skills
Series 7, Fixed Income, Asset Managment, Mutual Funds, Asset Allocation, Equities, Alternative Investments, Investments, Hedge Funds, Portfolio Management, Series 63, Investment Strategies, Wealth Management, ETFs

Education
Fordham Gabelli School of Business   2005 — 2008
MBA, Finance & Accounting

Davidson College   1995 — 1999
Bachelor of Science (BS), Political Science

Sophia Seto Sophia Seto Orange County, California Area Details
Sophia Seto's Capital Guardian Trust Company Experience April 2005 - Present
Job Senior Accountant Analyst at Capital Group
Industry Investment Management
Experience
Capital Guardian Trust Company   April 2005 - Present
Merrill Lynch  September 2004 - March 2005
Allen Associates  September 2002 - September 2004

Skills
Financial Analysis, Accounting, Financial Modeling, Microsoft Excel, Investments, Internal Controls, Financial Statements, Management

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2007 — 2010
MBA

University of California, Irvine   2001 — 2005
BA

Kimberly Foley Kimberly Foley Portland, Oregon Area Details
Kimberly Foley's Capital Guardian Trust Company Experience April 2008 - July 2009
Job
Industry Financial Services
Experience
Jensen Investment Management  February 2010 - Present
Capital Guardian Trust Company   April 2008 - July 2009
Dimensional Fund Advisors  November 2001 - January 2008

Skills
Investments, Strategy, Portfolio Management, Mutual Funds, Equities, Financial Services, Competitive Analysis, Asset Allocation, Due Diligence, Analysis, Investment Strategies, Leadership, Investment Management, Asset Management, Microsoft Excel

Education
University of Oregon - Charles H. Lundquist College of Business   2013 — 2015
Master of Business Administration (MBA)

Portland State University

Andrea Hagans Andrea Hagans Washington D.C. Metro Area Details
Andrea Hagans's Capital Guardian Trust Company Experience July 1999 - March 2009
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch  September 2011 - February 2012
Capital Guardian Trust Company   July 1999 - March 2009
Calvert Investments  January 1996 - July 1999
Calvert Investments  April 1995 - January 1996
Signet Bank  December 1987 - June 1994

Skills
Portfolio Reporting, Relationship Management, Business Development, Series 7, Series 66

Education
Temple University   1974 — 1978
BBA, Marketing, Finance

Darin Kita Darin Kita Greater Los Angeles Area Details
Darin Kita's Capital Guardian Trust Company Experience October 2005 - July 2007
Job Global Client Support Senior Manager
Industry Investment Management
Experience
Capital Group  January 2010 - Present
Capital Guardian Trust Company   October 2005 - July 2007
Capital Guardian Trust Company   October 2005 - July 2007
Capital Guardian Trust Company   April 2001 - October 2005
Capital Guardian Trust Company   July 2000 - April 2001
American Funds  1996 - 1997

Skills
Client Service, Investments, Mutual Funds, Asset Allocation, Equities, Investment Strategies, Asset Managment, Portfolio Management, Securities, Investment Advisory, Trade Compliance, Financial Services, Investment Management, Charles River IMS, Institutional Accounts, Asset Management, Management, Fixed Income

Education
University of California, San Diego   1991 — 1995
BA, Economics

Cisco Salomon Cisco Salomon Greater Los Angeles Area Details
Cisco Salomon's Capital Guardian Trust Company Experience October 2004 - June 2008
Job Assistant Vice President
Industry Investment Management
Experience
Oaktree Capital Management  July 2008 - Present
Capital Guardian Trust Company   October 2004 - June 2008

Skills
Asset Management, Credit Derivatives, Mutual Funds, Fixed Income, Investments, Portfolio Management

Education
California State University-Long Beach - College of Business Administration   2001 — 2004
BS, Finance, Real Estate & Law

Lakeesha T. Johnson, Esq. Lakeesha T. Johnson, Esq. Orange County, California Area Details
Lakeesha T. Johnson, Esq.'s Capital Guardian Trust Company Experience 2003 - 2006
Job InHouse Counsel
Industry Legal Services
Experience
Liberty Mutual Insurance  April 2014 - Present
Rhino Entertainment/Warner Music Group  2007 - March 2014
Northsteezar Entertainment & Publishing   2002 - 2008
Capital Guardian Trust Company   2003 - 2006
Pacific Gas & Electric  2002 - 2003
Pacific Gas & Electric  2001 - 2002

Skills
Contract Negotiation, Contract Management, Licensing Agreements, Distribution Agreements, Non-disclosure..., Music Licensing, Entertainment, Talent Agreements, Rights Management, Legal Research, Legal Writing, Legal Affairs, Legal Compliance, Music Publishing, Intellectual Property, Merchandising Agreements, New Media, Litigation Support, Employment Law, Negotiation, Customer Service, Entertainment Law, Licensing, Labor Relations, Contract Drafting, Business Affairs, Copyright Law, Corporate Law, Litigation, Music Law, Talent Management, Trademarks, Management

Education
Oak Grove High School

San Jose State University
B.S., Business Administration/Accounting

Southwestern Law School
JD, Law

Western State University College of Law

John Queen John Queen Greater Los Angeles Area Details
John Queen's Capital Guardian Trust Company Experience October 2009 - Present
Job Portfolio Manager at Capital Guardian Trust Company
Industry Investment Management
Experience
Capital Guardian Trust Company   October 2009 - Present
Roxbury Capital Management  November 2001 - June 2009
Roxbury Capital Management  November 2001 - December 2007
Merrill Lynch Investment Managers  December 2000 - September 2001
Hotchkis and Wiley Capital Management  February 1997 - December 2000
Capital Group  1990 - 1997

Skills
Portfolio Management, Alternative Investments, Asset Management, Mutual Funds, Asset Managment, Equities, Fixed Income, Asset Allocation, Hedge Funds, Investment Strategies, Investment Advisory, Investments, Bloomberg, Securities, Investment Management

Education
Purdue University   1986 — 1989
BSIM

United States Military Academy at West Point   1983 — 1986

Betty Parrella Betty Parrella Washington D.C. Metro Area Details
Betty Parrella's Capital Guardian Trust Company Experience 1993 - 2006
Job Professional Services
Industry Executive Office
Experience
Capital Guardian Trust Company   1993 - 2006
U.S. House of Representatives   1989 - 1993

Education
State University of New York College at Geneseo   1986 — 1989
BA, Sociology

Angela (Fairchild) Lozano Angela (Fairchild) Lozano San Antonio, Texas Area Details
Angela (Fairchild) Lozano's Capital Guardian Trust Company Experience 2005 - 2009
Job IPO Analyst at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein  July 2010 - Present
Capital Guardian Trust Company   2005 - 2009
Capital Group  2003 - 2005
San Antonio Federal Credit Union  2001 - 2003
Charles Schwab  2000 - 2001

Education
The University of Texas at San Antonio   2001 — 2003
MBA, Concentration in Finance

University of Florida - Warrington College of Business Administration   1996 — 2000
B.S. Accounting, Minor in Economics

Keith Spencer Keith Spencer Greater Los Angeles Area Details
Keith Spencer's Capital Guardian Trust Company Experience April 2008 - Present
Job Portfolio Control Manager at Capital Guardian Trust Company
Industry Investment Management
Experience
Capital Guardian Trust Company   April 2008 - Present
Capital Guardian Trust Company   October 2005 - Present
The Capital Group Companies  October 2005 - Present
Capital Guardian Trust Company   October 2004 - October 2005
Capital Guardian Trust Company   October 2002 - October 2004
Capital Guardian Trust Company   July 2001 - October 2002

Skills
Financial Services, Asset Management, Portfolio Management, Asset Managment, Investments, Equities, Investment Management, Mutual Funds, Risk Management, Vendor Management

Education
Azusa Pacific University   1998 — 2001
Bachelor of Arts, Music

California State Polytechnic University-Pomona   1994 — 1997
Computer Science

Raquel Cavazos Mungia Raquel Cavazos Mungia San Antonio, Texas Area Details
Raquel Cavazos Mungia's Capital Guardian Trust Company Experience July 2004 - June 2009
Job Financial Accounting Manager at Security Service Federal Credit Union
Industry Accounting
Experience
Security Service Federal Credit Union  May 2011 - Present
Lancer Corporation  August 2009 - May 2011
Capital Guardian Trust Company   July 2004 - June 2009
Capital Guardian Trust Company   September 2002 - June 2004
Capital Guardian Trust Company   May 2000 - August 2002
DELOITTE & TOUCHE, LLP   January 2000 - March 2000

Skills
Financial Statements, Accounting, Tax, Management, Financial Analysis, Financial Audits, Cost Accounting, Financial Accounting, Forecasting, General Ledger, Account Reconciliation, Banking, Finance, Investments, Sarbanes-Oxley Act, Internal Controls, Auditing

Education
St. Mary's University   2000 — 2002
Master of Science, Accounting

St. Mary's University   1996 — 2000
Bachelor of Business Administration, Accounting

Anthony Plank Anthony Plank Greater New York City Area Details
Anthony Plank's Capital Guardian Trust Company Experience November 2006 - March 2009
Job Communications Manager at Guardian Life
Industry Financial Services
Experience
Guardian Life  June 2014 - Present
Latham & Watkins  May 2012 - June 2014
Morgan Stanley  August 2009 - May 2012
Capital Guardian Trust Company   November 2006 - March 2009
Capital Guardian Trust Company   October 2001 - November 2006
BevAccess.com   July 2000 - April 2001
Moody's Investors Service  July 1999 - July 2000

Skills
Internal Communications, Strategic Communications, Newsletters, Business Development, Corporate Communications, Editing, Marketing Communications, Financial Services, Social Media, Public Relations, SharePoint, Project Management, Adobe Acrobat, Client Relations Skills, Learning Management..., Client Facing Skills, Development & delivery..., User Interface Design, Messaging, Web Content, Marketing, Message Development, Asset Managment, Content Management, Copy Editing, Media Relations, Proofreading, Securities, Asset Management, Content Strategy, Copywriting, Crisis Communications

Education
Pace University   1995 — 1999
BA, English

Donna Saraceno, CFA, CAIA Donna Saraceno, CFA, CAIA Greater Los Angeles Area Details
Donna Saraceno, CFA, CAIA's Capital Guardian Trust Company Experience 1995 - 2009
Job Managing Director at Commonfund
Industry Investment Management
Experience
Commonfund  2010 - Present
Capital Guardian Trust Company   1995 - 2009

Skills
Financial Services

Education
University of Colorado Boulder   1983 — 1987
BA, International Affairs

Kathy Schwencke Kathy Schwencke San Antonio, Texas Area Details
Kathy Schwencke's Capital Guardian Trust Company Experience 2003 - 2009
Job Retired at home
Industry Investment Management
Experience
home  Senior AccountantCapital GroupNovember 2003 - June 2009
Capital Group Companies  2003 - 2009
Capital Guardian Trust Company   2003 - 2009

Skills
Financial Analysis, Accounting, Financial Reporting, Finance, Internal Controls, Financial Planning, Financial Modeling, Account Reconciliation, Financial Statements, Management

Education
The University of Texas at San Antonio
Bachelor of Business Administration (BBA), Accounting

Sylvia Denlinger Sylvia Denlinger Los Angeles, California Details
Sylvia Denlinger's Capital Guardian Trust Company Experience February 1997 - March 2009
Job Adjunct Professor at California State University, Northridge
Industry Higher Education
Experience
California State University, Northridge  December 2014 - Present
Los Angeles Community College District  May 2014 - Present
Freelance writer  July 2013 - Present
Sylvia Denlinger Photography   March 2009 - Present
Capital Guardian Trust Company   February 1997 - March 2009
Denlinger Multimedia   December 1991 - October 1996

Skills
Headshots, People Photography, Portraits, Event Photography, Fine Art Photography, Photoshop, Lightroom, Website Development, Flash, ActionScript, PHP, MAMP, SEO, Interactive Production, HTML5, CSS3, Online Video Production, Writing Skills, Portrait Photography, Video, Marketing, Digital Photography, Social Media, Editing, HTML 5, CSS, Digital Marketing, Photography, Creative Direction, Multimedia, Digital Media, Web Design, WordPress, User Interface Design

Education
California Institute of the Arts
MFA, Film/Video

Hayward High School

University of California, Davis
BA, Art

James S. Baker, CFA James S. Baker, CFA Washington D.C. Metro Area Details
James S. Baker, CFA's Capital Guardian Trust Company Experience 1991 - 2002
Job Director Investment Strategy & Solutions at AARP
Industry Investment Management
Experience
AARP  September 2009 - Present
James Baker, LLC   March 2002 - September 2009
Capital Guardian Trust Company   1991 - 2002
Capital Research Company   1987 - 1993
BNY Mellon  1984 - 1987
Wilshire Associates  1981 - 1984

Skills
Bonds, Investment Strategies, Business Analysis, Investments, Retirement Planning, Strategic Planning, Fixed Income, Investment Advisory, Financial Modeling, Portfolio Management, Financial Analysis, Mutual Funds, Asset Management, Wealth Management, Investment Management, Alternative Investments, Asset Allocation, Valuation, Strategic Financial..., Equities, Hedge Funds

Education
Stanford University
Masters of Science

University of Southern California - Marshall School of Business
M.B.A.

Michael Robles, Jr. Michael Robles, Jr. El Segundo, California Details
Michael Robles, Jr.'s Capital Guardian Trust Company Experience 1998 - 2009
Job Senior Corporate Paralegal at Athene Holding Ltd.
Industry Financial Services
Experience
Athene Holding Ltd.   August 2012 - Present
PIMCO  September 2010 - July 2012
Annuity Capital Co., LLC   2009 - 2010
Capital Guardian Trust Company   1998 - 2009
Loeb & Loeb LLP  1993 - 1998

Skills
CRM, Risk Management, Series 7, Securities, Contract Negotiation, Financial Services

Education
University of California, Santa Barbara
Bachelors of Arts, Law and Society

University of West Los Angeles
Parlegal Specialist Certificate, Civil Litigation

Jim Gorham Jim Gorham Beaverton, Oregon Details
Jim Gorham's Capital Guardian Trust Company Experience June 2003 - April 2010
Job President, Gorham Lodging Inc.
Industry Hospitality
Experience
Capital Guardian Trust Company   June 2003 - April 2010
Capital Research & Management Co.   October 1996 - June 2003
Community Health Systems  1993 - 1995
Destin Hospital   1993 - 1994
HCA  1992 - 1993

Skills
Asset Managment, Strategic Planning, Asset Management, Portfolio Management, Financial Analysis, Management, Finance, Investments, Financial Modeling, Budgets, Accounting, Strategic Financial...

Education
University of Colorado Colorado Springs   1995 — 1996
MBA, Accounting / Finance

Georgia State University - J. Mack Robinson College of Business   1985 — 1989
BBA, Accounting

Roxanne Punwasi Roxanne Punwasi Greater New York City Area Details
Roxanne Punwasi's Capital Guardian Trust Company Experience May 2007 - June 2009
Job Assistant Vice President at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management  June 2014 - Present
Guggenheim Partners  2010 - June 2014
Cambridge Financial Associates   April 2008 - July 2011
Capital Guardian Trust Company   May 2007 - June 2009
Deutsche Asset Management  2001 - 2007
CDC Investments Management Corporation   2000 - 2001

Education
Queens College
BA, Accounting and Information systems

Brenda Doolittle Brenda Doolittle Greater Seattle Area Details
Brenda Doolittle's Capital Guardian Trust Company Experience 1990 - 1992
Job Virtual Assistant
Industry Internet
Experience
Virtual Assistant  May 2013 - Present
Island Christian Academy   April 2008 - June 2013
South Whidbey Co-op Preschool   September 2006 - June 2007
Healing Word International   September 2003 - June 2004
Isuzu Motors America  1997 - 1998
Roberts Consolidated Industries, Inc.   1994 - 1996
Capital Guardian Trust Company   1990 - 1992
The Ralph M. Parsons Co.   1989 - 1990
Sears, Roebuck and Co.   1986 - 1989

Skills
Organization, Microsoft Word, Microsoft Excel, Social Media, Retail, Time Management, Proofreading, Typing, Event Planning, Following Up, Social Networking, Office Management, Process Scheduler, Facebook, Office Administration, Sales, Administrative..., Data Entry, Human Resources, Project Planning, Marketing, PowerPoint, Telephone Skills, Access, Outlook, Newsletters, Bookkeeping, Social Media Marketing, Virtual Assistance, Spreadsheets, Blogging, Administration, Calendars, Transcription, Calendaring, Payroll, Fax, Online Research, Confidentiality, Travel Arrangements, Accounts Payable, Invoicing, Administrative Work, Administrative...

Education
Pasadena City College   1986 — 1990
Legal Secretary, Word Processing, Business

Joe Villarreal, CPA Joe Villarreal, CPA San Antonio, Texas Area Details
Joe Villarreal, CPA's Capital Guardian Trust Company Experience May 2007 - May 2008
Job Sr. Accountant at Capital Group
Industry Accounting
Experience
Capital Group  April 2012 - Present
Capital Group  May 2009 - April 2012
Capital Group  May 2008 - May 2009
Capital Guardian Trust Company   May 2007 - May 2008
Capital Group  May 2007 - May 2008

Skills
Accounts Payable, Accounting, Business Tax and..., General Ledger..., Financial Reporting and..., Consolidated Financial..., Domestic and..., Microsoft Excel, SAP, SAP BW, CPA

Education
St. Mary's University   2004 — 2008
BBA

Art Lascano Art Lascano Oceanside, California Details
Art Lascano's Capital Guardian Trust Company Experience November 1999 - January 2002
Job Financial Services
Industry Financial Services
Experience
Allianz Asset Management  November 2014 - Present
SilverStream Capital   September 2013 - November 2014
Deutsche Bank Alternative Fund Services (Formerly Hedgeworks, LLC)   January 2010 - April 2012
Deutsche Bank Alternative Fund Services(Formerly Hedgeworks, LLC)   January 2007 - December 2009
Deutsche Bank Alternative Fund Services(Formerly Hedgeworks, LLC)   December 2003 - December 2006
Hines  December 2002 - December 2003
Western Asset Management  January 2002 - December 2002
Capital Guardian Trust Company   November 1999 - January 2002
Eugene Lewis and Associates   December 1997 - November 1999

Skills
Fund Accounting, Hedge Funds, Alternative Investments, Accounting, Financial Reporting, Financial Analysis, Investments, Asset Managment, Financial Modeling, Fund Of Funds, Due Diligence, Fund Administration, Asset Management, Portfolio Management

Education
Azusa Pacific University   1996 — 1999
B.S., Accounting

Cassandra Jakubas Cassandra Jakubas Orange County, California Area Details
Cassandra Jakubas's Capital Guardian Trust Company Experience 1996 - 2002
Job Contract Administrator
Industry Pharmaceuticals
Experience
Alcon Laboratories, Inc.   March 2011 - Present
The Capital Group Companies, Inc.   March 2005 - March 2009
The Capital Group Companies  2002 - 2005
Capital Guardian Trust Company   1996 - 2002
Capital Guardian Trust Company   1990 - 1996
Capital Guardian Trust Company   1988 - 1990

Education
California State University-Fullerton
B.A., Business Administration-Accounting

Julie Harmuth Julie Harmuth Sunnyvale, California Details
Julie Harmuth's Capital Guardian Trust Company Experience July 1999 - July 2009
Job Sr. Office ManagerControllership, Tax & Strategic Sourcing at LinkedIn Corporation
Industry Internet
Experience
LinkedIn Corporation  October 2014 - Present
LinkedIn  April 2012 - September 2014
Career Group Inc. and Robert Half Inc.   2011 - April 2012
City College of San Francisco  January 2010 - June 2011
Capital Guardian Trust Company   July 1999 - July 2009
Capital Guardian Trust Company   1996 - 1999
Capital Guardian Trust Company   1993 - 1996
Capital Guardian Trust Company   1992 - 1993

Skills
Project Management, Management, Access, CRM, Leadership, Market Research, Analysis, Investments, Business Strategy, Networking, Budgets, Enthusiastic..., Team Building, Team-oriented, Team Leadership, Employee Relations, Marketing, Event Planning, Proposal Writing, Teamwork, Salesforce.com

Education
Simon Fraser University   1982 — 1985
Bachelor’s Degree, Economics and Psychology

Ruamrudee International School (RIS), Bangkok, Thailand

Larissa Tidwell Larissa Tidwell Greater Los Angeles Area Details
Larissa Tidwell's Capital Guardian Trust Company Experience 1995 - Present
Job Senior Business Analyst at Capital Guardian Trust Company
Industry Financial Services
Experience
Capital Guardian Trust Company   1995 - Present

Education
University of Denver   1991 — 1994
Psychology, Art History

Hugh Asher; CIMA® Hugh Asher; CIMA® Greater Atlanta Area Details
Hugh Asher; CIMA®'s Capital Guardian Trust Company Experience December 1998 - January 2003
Job Managing Director at Cedar Capital
Industry Financial Services
Experience
Cedar Capital  May 2012 - Present
Morgan Stanley Smith Barney  May 2005 - November 2011
Smith Barney  January 2003 - May 2005
Capital Guardian Trust Company   December 1998 - January 2003
Smith Barney  October 1994 - December 1998
Chambers & Asher Speechworks   1990 - 1994

Skills
Series 7, Mutual Funds, Fixed Income, Investment Banking, Mergers & Acquisitions, Retirement, Investment Strategies, Equities, Alternative Investments, Relationship Management, Asset Allocation, Financial Advisory, High Net Worth..., Portfolio Management, Wealth Management, Retirement Planning, ETFs

Education
Tulane University   1985 — 1989
BA, History

Neva Chevalier Neva Chevalier Greater Los Angeles Area Details
Neva Chevalier's Capital Guardian Trust Company Experience August 2006 - June 2009
Job Administrative Professional
Industry Financial Services
Experience
Delta Asset Management   September 2009 - June 2012
Capital Guardian Trust Company   August 2006 - June 2009
Free Speech Coalition   January 2001 - May 2006
PDR Property Management   January 1996 - January 2001

Skills
Microsoft Office, Typing, Relational Databases, Project Management, Flexibility, Analytical Skills, Self-motivated Team..., Interpersonal Skill, Oral & Written..., Corporate Environments, Compliance, Accounting, Property Management, Non-profit..., Databases, Spreadsheets, Administrative..., Assisting Executives, Self-driven, Office Administration, Administrative..., Equities, Portfolio Management, Public Speaking

Education
University of Phoenix-Southern California Campus   2009 — 2011
Bachelor of Science (BS), Finance, General, 3.78

San Diego State University-California State University   1988 — 1993
Women's Studies

MiraCosta College   1985 — 1987
AA, Business Administration

Regina Burden Regina Burden Greater New York City Area Details
Regina Burden's Capital Guardian Trust Company Experience 2008 - 2009
Job Business Development Manager at Live On NY
Industry Nonprofit Organization Management
Experience
Columbia University  August 2012 - May 2014
Capital Guardian Trust Company   2008 - 2009
Capital Guardian Trust Company   2000 - 2008
Capital Guardian Trust Company   1998 - 2000
Capital Guardian Trust Company   1993 - 1997
Capital Guardian Trust Company   1989 - 1993

Skills
Financial Services, Portfolio Management, Investments, Competitive Analysis, Client Services, Management, Finance, Sales Operations, Equities

Education
Columbia University in the City of New York   2012 — 2014
Master's Degree - MSW, Social Work

Illinois State University   1979 — 1981
BS, Home Economics and Child Service

Illinois Central College   1977 — 1979
AS, Child Development

George Romine George Romine Greater Los Angeles Area Details
George Romine's Capital Guardian Trust Company Experience September 1993 - January 2009
Job Retired at Capital Group
Industry Financial Services
Experience
Capital Group  January 2009 - Present
Capital Guardian Trust Company   September 1993 - January 2009
William M. Mercer  April 1985 - September 1993
Sante Fe International   April 1983 - April 1985
Continental Airlines  September 1975 - April 1983

Skills
Hedge Funds, Asset Allocation, Asset Management, Investment Management, Investment Strategies, Investments, Retirement, Fixed Income, Portfolio Management, Financial Services, Equities, Alternative Investments, Mutual Funds, Wealth Management, Strategic Financial..., Series 63, Series 7, Financial Modeling, Financial Analysis, Capital Markets, Finance, Pensions, Risk Management

Education
Loyola Marymount University   1979 — 1984
Master of Business Administration (MBA)

Ohio Wesleyan University   1963 — 1967
BA, Economics

D. Scott Russon D. Scott Russon Greater Los Angeles Area Details
D. Scott Russon's Capital Guardian Trust Company Experience August 2001 - December 2014
Job Quality Manager at Miles Chemical
Industry Chemicals
Experience
Miles Chemical Inc.   February 2015 - Present
Capital Guardian Trust Company   August 2001 - December 2014
WealthHarbor Capital Group   November 2000 - July 2001
Wedbush Securities  March 1994 - October 2000

Skills
Process Improvement, Quality Management, Quality System, Six Sigma, Quality Auditing, Operations Management, Risk Management, Analysis, Budgets, ISO 9001, ISO 14001, OHSAS 18001, Supplier Quality, Supply Chain Management, Coaching, Team Leadership, Financial Analysis, Strategic Planning, SAP, Microsoft Word, Microsoft Excel, Access Database, Yield Management, Oracle, Variance Analysis, Revenue Analysis, Due Diligence, Public Speaking, Investment Compliance, Asset Allocation, Investment Management, Operational Risk, Charles River IMS, Databases, Database Administration, Employee Training, Community Service, Recruiting, Equipment Maintenance, Team Building, EMT

Education
University of Utah - David Eccles School of Business   1990 — 1993
BS, Finance

Brigham Young University - Idaho   1988 — 1990
AA, General, Military Science

Christina Varela Christina Varela Greater Los Angeles Area Details
Christina Varela's Capital Guardian Trust Company Experience January 2007 - July 2009
Job Institutional Marketing Manager at Guggehneim Partners Investment Management
Industry Financial Services
Experience
Guggenheim Partners  2012 - Present
DreamWorks Animation  2012 - 2012
HighMark Capital Management  November 2010 - April 2011
Capital Guardian Trust Company   January 2007 - July 2009
Capital Guardian Trust Company   July 2001 - December 2007

Skills
Adobe Acrobat, Editing, Copy Editing, Marketing, Marketing Communications, Investments, Microsoft Excel, Digital Marketing, Photoshop, Financial Services, Market Research, Marketing Strategy, Microsoft Office, PowerPoint, Project Management, Sales, Social Media, Strategic Communications, Strategy, Time Management, Training

Education
California State University-Los Angeles
Bachelor of Arts (BA)

Joe Khamis Joe Khamis Orange County, California Area Details
Joe Khamis's Capital Guardian Trust Company Experience April 2009 - October 2012
Job Global Security Operations Manager, AVP
Industry Investment Management
Experience
Capital Group  2003 - Present
Capital Guardian Trust Company   April 2009 - October 2012

Skills
Equities, Fixed Income

Education
Pepperdine University   2000 — 2002
Bachelor's Degree, Business Administration and Management, General

Temple University   1998 — 1999

Orange Coast College   1996 — 1997

Sandra Santana Sandra Santana Greater Los Angeles Area Details
Sandra Santana's Capital Guardian Trust Company Experience April 1994 - Present
Job Portfolio Control Manager at Capital Guardian Trust Company
Industry Investment Management
Experience
Capital Guardian Trust Company   April 1994 - Present
Automatic Data Processing  1991 - 1994

Skills
Asset Managment, Process Improvement, Investment Management, Business Analysis, Change Management, Strategic Planning, Investments, Microsoft Excel, Microsoft Office, Customer Service, Team Building, Portfolio Management, Financial Services, Risk Management, Event Planning

Education
Pasadena City College   1986 — 1990
Associate's degree, Business

Mariepaule Ngo Mariepaule Ngo Greater Los Angeles Area Details
Mariepaule Ngo's Capital Guardian Trust Company Experience 2000 - 2007
Job Client Activity Specialist
Industry Investment Management
Experience
The Capital Group Companies  2008 - 2010
Capital Guardian Trust Company   2000 - 2007
Capital International  1994 - 2000

Education
California State University-Hayward - School of Business and Economics   1989 — 1993
B.S., Finance

Ecole Benedict, Fribourg, Switzerland   1970 — 1972
AS, Business Administration, Accounting

Karen Skinner-Twomey Karen Skinner-Twomey Greater Los Angeles Area Details
Karen Skinner-Twomey's Capital Guardian Trust Company Experience July 1992 - Present
Job President and Treasurer at Capital Guardian Trust Company, a Nevada corporation
Industry Investment Management
Experience
Capital Guardian Trust Company, a Nevada corporation   February 2012 - Present
Capital Guardian Trust Company   July 1992 - Present

Skills
Mutual Funds, Fixed Income, Investment Management, Series 7, Investments, Alternative Investments, Asset Management, Investment Strategies, Equities, Asset Allocation, Hedge Funds, Investment Advisory, Wealth Management, Bloomberg, Capital Markets, Portfolio Management, Valuation, Financial Modeling, Private Equity, Fund Of Funds, Strategic Financial..., Financial Services, Finance, Financial Analysis, ETFs, Securities

Education
University of Michigan   1976 — 1978
Master of Business Administration (MBA), Finance, General and International Finance

Wharton School, University of Pennsylvania   1973 — 1976
Bachelor of Science (BS), Business/Managerial Economics

Bronxville High School   1970 — 1973
High School Degree

Dustin DeMaio Dustin DeMaio Charlotte, North Carolina Area Details
Dustin DeMaio's Capital Guardian Trust Company Experience September 2000 - June 2005
Job Head Equity Trader at WEDGE Capital Management LLP
Industry Investment Management
Experience
WEDGE Capital Management LLP   August 2005 - Present
Capital Guardian Trust Company   September 2000 - June 2005

Skills
Equities, Securities, Trading, Equity Trading, Series 7, Bloomberg, Series 63, Hedge Funds, Portfolio Management

Education
California State University-Long Beach
Bachelor of Arts (BA), Economics

Isaac Han Isaac Han Greater Los Angeles Area Details
Isaac Han's Capital Guardian Trust Company Experience November 2011 - October 2012
Job
Industry Financial Services
Experience
Oaktree Capital Management  November 2013 - January 2015
BNY Mellon  November 2012 - June 2013
Capital Guardian Trust Company   November 2011 - October 2012
Canyon Capital LLC   August 2010 - August 2011
Western Asset Management Company  February 2010 - June 2010
Ares Management LLC  April 2009 - October 2009
Wachovia Global Securities   July 2006 - March 2009
Wells Fargo and Company  April 2004 - April 2005

Skills
Fund Accounting, Trade Settlements, Operations, Bloomberg, Securities, Mutual Funds, Portfolio Management, Investments, Cash Management, Banking, Trading, Financial Markets, Pricing, Asset Setup, Data Integrity, Fixed Income, Bank Debt, Financial Statements

Education
University of California, San Diego   1999 — 2003
B.A, Economics

suzanne shellman suzanne shellman Greater Los Angeles Area Details
suzanne shellman's Capital Guardian Trust Company Experience April 1984 - July 1987
Job Vice President at Capital Group
Industry Investment Management
Experience
Capital Group (CRMC)   April 1984 - Present
Capital Guardian Trust Company   April 1984 - July 1987

Skills
Settlement, Money Market, Foreign Exchange, Investment Strategies, Fixed Income, Investment Management, Auditing, Securities

Education
University of Nevada-Las Vegas   1980 — 1983
BA, Economics

Joanne Ly, CFA Joanne Ly, CFA San Francisco Bay Area Details
Joanne Ly, CFA's Capital Guardian Trust Company Experience July 1997 - July 2012
Job Senior Results Analyst/Specialist at Capital Guardian Trust Company
Industry Investment Management
Experience
Capital Guardian Trust Company   July 1997 - July 2012

Skills
Equities, Securities, Attribution Analysis, Performance Measurement, Institutional..., GIPS Compliance, Vendor Management, Chartered Financial..., Financial Analysis

Education
University of Southern California
Bachelor of Science (BS), Finance

Jennifer Kim, CIPM Jennifer Kim, CIPM Los Angeles, California Details
Jennifer Kim, CIPM's Capital Guardian Trust Company Experience 2005 - April 2013
Job GIPS Specialist at Western Asset Management
Industry Investment Management
Experience
Los Angeles Capital Management and Equity Research, Inc.   August 2015 - Present
Western Asset Management  April 2013 - July 2015
Capital Guardian Trust Company   2005 - April 2013
Capital Group  2000 - 2005

Education
Boston University
Bachelor's degree, Economics