Genworth Financial Trust Company
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Genworth Financial Trust Company Employees
Genworth Financial Trust Company July 2007 - February 2013
Wachovia Securities June 2003 - January 2007
Northwestern Mutual April 2002 - May 2003
Charles Schwab January 1993 - January 2002
Skills
Operations Management, Process Improvement, Regulatory Requirements, Personnel Supervision, Series 7, Series 63, New Product..., Positive Team Player, Team Leadership, Equity Trading, Options Strategies, Suitability, Trade Compliance, Financial Risk, Compliance, Investment Brokerage, Personal Financial..., Asset Allocation, Service Delivery, Client Education, Change Management, Project Coordination, Building New Business, Establishing New..., Customer Retention, Call Center..., Staff Management, Social Networking, Customer Service, Cashiering, Microsoft Office, Microsoft Excel, Microsoft Word, Love to Cook, Home Improvement, Computer Games, Securities, FINRA, Financial Services, Risk Management, Leadership, Mutual Funds, Investments
Education
University of Colorado at Boulder
University of Colorado at Denver
Colorado Mountain College
Arizona Department of Economic Security February 2015 - Present
American Airlines June 2014 - September 2014
Bank of America November 2013 - April 2014
On Q Financial, Inc. March 2013 - August 2013
JPMorgan Chase January 2012 - March 2013
GENWORTH FINANCIAL TRUST COMPANY November 2007 - October 2011
United States Automobile Association February 2007 - November 2007
VANGUARD GROUP October 2004 - February 2007
APOLLO GROUP, INC August 2003 - October 2004
Skills
Relationship Management, Process Improvement, Leadership, Root Cause Analysis, Interviews, Financial Reporting, Training, Microsoft Excel, Access Database, SQL, Business Process, Analysis, Business Analysis, Requirements Gathering, Financial Services, SharePoint, Performance Management, Access, Management, Sales, Customer Service, Financial Analysis, Strategic Financial..., Team Building, Software Documentation, Banking, Strategy, Vendor Management, Eager to learn new...
Education
University of Phoenix 2004 — 2005
MASTERS OF BUSINESS ADMINISTRATION, MBA, Business Administration
Arizona State University 2000 — 2003
BACHELOR OF SCIENCE, COMPUTER INFORMATION SYSTEMS
Manipal Education Americas, LLC August 2013 - Present
The Art Institute of Washington - Dulles February 2011 - August 2013
The Art Institute of Washington November 2009 - February 2011
South University Online May 2009 - October 2009
Genworth Financial Trust Company 2008 - 2009
Genworth Financial 2003 - 2008
Genworth Financial 2000 - 2003
Scudder Kemper Investments 1998 - 2000
Kemper Service Company 1989 - 1998
American Century Investments 1986 - 1989
Skills
Customer Service, Relationship Management, Leadership, Coaching, Strategic Planning, New Business Development, Cross-functional Team..., Project Management, Marketing, Sales, Risk Management, Public Speaking, Insurance, Performance Management, Training, Admissions, Event Management, Higher Education, Interviews, Leadership Development, Management, PowerPoint, Process Improvement, Program Management, Recruiting, Staff Development, Team Building, Teamwork, Time Management, Change Management, Budgets
Education
University of Missouri-Columbia 1980 — 1984
BJ, Bachelor of Journalism
BNY Mellon Asset Servicing March 2014 - Present
Genworth Financial Trust Company July 2008 - Present
Genworth Financial Trust Company January 2010 - January 2013
MetLife January 2006 - January 2008
PFPC Global Fund Services January 2001 - January 2004
PFPC Global Fund Services September 1999 - September 2001
The Rockport Shoe Company January 1998 - January 1999
The Paul Revere Variable Annuity Insurance Company January 1988 - January 1994
Education
Becker Junior College
Business Administration
Nichols College
Quinsigamond Community College
Liberal Arts
Aspen Dental August 2011 - Present
Caring Hands Personal Services October 2010 - August 2011
Genworth Financial Trust Company June 2008 - October 2010
NatCity Investments, Inc. March 1992 - June 2008
Education
Indiana Institute of Technology
Marketing
The Hackett Group April 2013 - Present
The Hackett Group April 2012 - April 2013
Clearbridge Wealth March 2012 - April 2012
Genworth Financial Trust Company May 2010 - March 2012
Genworth Financial Trust Company August 2009 - May 2010
Charles Schwab Institutional April 2006 - August 2009
Charles Schwab Retail Brokerage Services September 2003 - April 2006
Skills
Series 7, Series 63, Microsoft Office, Excel, Financial Advisory, Microsoft Excel, Strategic Financial..., Risk Management, Mutual Funds, Retirement Planning, Retirement, Salesforce.com, Investments, Change Management, Process Improvement, Leadership, Management, Wealth Management..., Business Process..., Program Management, Financial Planning, CRM, Business Relationship..., Long-term Customer..., Team Leadership
Education
Arizona State University
Bachelor's of, Interdisciplinary Studies; Organizational Management
American Public University System 2014 — 2015
Master of Business Administration (MBA), Finance
AGS Safety & Supply April 2015 - Present
RBD Athletics March 2015 - Present
NIIT Technologies Limited May 2013 - July 2013
Mesquite High School May 2012 - April 2013
South Mountain Community College November 2011 - October 2012
Performance Advisors LLC July 2011 - December 2011
Provident Trust Group May 2011 - September 2011
John Hancock Financial Services (John Hancock Funds) December 2010 - March 2011
Genworth Financial Trust Company May 2010 - September 2010
Brown Brothers Harriman & Co December 2008 - August 2009
Skills
Performance Management, Financial Reporting, SEC compliance, Accounting, Tax, Coaching, Excel, Customer Relations, Microsoft Excel, Leadership, Customer Service, Project Management, SEC, Business Development, Strategic Planning, Forecasting, Program Management, Budgets, Finance, Financial Analysis, Team Building, Process Improvement, Accounts Payable, Risk Management, Business Planning, Small Business, Mergers & Acquisitions, Business Process..., Entrepreneurship, Strategic Financial..., Training, Sales, Start-ups, Portfolio Management, Managerial Finance, Analysis, Account Reconciliation, Management, Internal Controls, Due Diligence, Investments, Financial Services, Securities, Mutual Funds, Asset Management, Auditing, Internal Audit, Valuation, Financial Statements, Cash Management
Education
Fitchburg State University 1991 — 1993
Bacholer of Science, Business Administration - Accounting
Middlesex Community College 1989 — 1991
Associate of Science (A.S.), Business Administration - Accounting
Westford Academy 1985 — 1989
Diploma, College Prep, Business, Accounting
Capital Group May 2015 - Present
MullinTBG Advisors July 2014 - May 2015
Davis Advisors January 2014 - March 2014
Davis Advisors May 2010 - January 2014
JD Mellberg Financial March 2009 - May 2010
LPL Financial Services November 2007 - January 2009
Genworth Financial Trust Company July 2007 - November 2007
Skills
Mutual Funds, Investments, Customer Service, Trading, Bonds, Series 63, Portfolio Management, Advanced Excel Skills, Customer Relations, Asset Allocation, Securities, Financial Analysis, Financial Reporting, Asset Management, Compliance, Microsoft Office, Series 7, Equity Trading, Equities, Wealth Management, Bloomberg, Investment Strategies, Financial Services, Security APL
Education
CFA Institute 2006 — 2006
Completed CFA Level 1
Kaplan University 2009 — 2011
MBA, Finance
University of Arizona 1998 — 2001
Bachelor of Arts, Political Science
Murrieta Valley High 1992 — 1996
Bank of America October 2011 - Present
Vanguard October 2009 - July 2010
Genworth Financial Trust Company September 2007 - October 2009
Charles Schwab January 2004 - May 2007
Education
Glendale Community College
Electronics