Capital Guardian Trust Company
Founded: 1968 Parent organization: Capital Group International Inc. Subsidiary: Capital Guardian (Canada), Inc.
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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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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.)
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
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
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
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
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
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
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
Capital Guardian Trust Company Administrative AssistantCapital Group2006 - 2009
Association of Unity Churches 1994 - 2009
Education
Troy University 1976 — 1979
B.A., Education
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Commonfund 2010 - Present
Capital Guardian Trust Company 1995 - 2009
Skills
Financial Services
Education
University of Colorado Boulder 1983 — 1987
BA, International Affairs
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
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
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.
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
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
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
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
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
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
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
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
Capital Guardian Trust Company 1995 - Present
Education
University of Denver 1991 — 1994
Psychology, Art History
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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