SunAmerica Company
Industry: Insurance company
DescriptionHeadquarters: Jersey City, NJ Founder: Eli Broad Founded: 1957 Subsidiaries: AIG Life Holdings (US) Inc, Parent organization: American International Group
SunAmerica List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SunAmerica. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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SunAmerica Employees
Employee
Years
Job
Industry
Cookie Horwitz Cookie Horwitz's SunAmerica Experience 1998 - 2009
Job Owner / Instructor at Geekless Computer Training
Industry Education Management
Experience
Geekless Computer Training April 1990 - Present
WellPoint October 2013 - March 2014
HRL Laboratories January 2010 - November 2013
HRL Laboratories 2010 - November 2013
Toastmasters International 2000 - 2010
Dynamic Toastmasters 2000 - 2010
AIG SunAmerica February 1998 - April 2009
AIG SunAmerica February 1998 - April 2009
AIG Retirement Services February 1998 - April 2009
SunAmerica 1998 - 2009
Skills
Microsoft Excel, PowerPoint, Public Speaking, Business Analysis, Visio, Vendor Management, Team Building, Process Improvement, Project Management, Coaching, Strategic Planning, Program Management, Microsoft Office, Analysis, Customer Service, Team Leadership, Social Media, Creative Writer, Human Resources, Leadership, Project Planning, Proposal Writing, Training, MS Project, SharePoint, Research, Troubleshooting, Employee Training, Marketing, Teaching, Event Planning, Data Analysis, Leadership Development, Event Management, Management, Business Coaching, Organizational..., Adobe Acrobat, Technical Training, Outlook, Change Management, Software Documentation, Social Networking, Technical Writing
Education
University of Dayton 1971 — 1971
Wright State University 1970 — 1971
The Ohio State University 1969 — 1970
Canterbury University
Bachelor of Arts (B.A.)
Geekless Computer Training April 1990 - Present
WellPoint October 2013 - March 2014
HRL Laboratories January 2010 - November 2013
HRL Laboratories 2010 - November 2013
Toastmasters International 2000 - 2010
Dynamic Toastmasters 2000 - 2010
AIG SunAmerica February 1998 - April 2009
AIG SunAmerica February 1998 - April 2009
AIG Retirement Services February 1998 - April 2009
SunAmerica 1998 - 2009
Skills
Microsoft Excel, PowerPoint, Public Speaking, Business Analysis, Visio, Vendor Management, Team Building, Process Improvement, Project Management, Coaching, Strategic Planning, Program Management, Microsoft Office, Analysis, Customer Service, Team Leadership, Social Media, Creative Writer, Human Resources, Leadership, Project Planning, Proposal Writing, Training, MS Project, SharePoint, Research, Troubleshooting, Employee Training, Marketing, Teaching, Event Planning, Data Analysis, Leadership Development, Event Management, Management, Business Coaching, Organizational..., Adobe Acrobat, Technical Training, Outlook, Change Management, Software Documentation, Social Networking, Technical Writing
Education
University of Dayton 1971 — 1971
Wright State University 1970 — 1971
The Ohio State University 1969 — 1970
Canterbury University
Bachelor of Arts (B.A.)
Ray M. Smith Ray M. Smith's SunAmerica Experience August 1990 - November 1994
Job Marketing Director, TCW/MetWest Investment Management
Industry Investment Management
Experience
TCW/MetWest January 2009 - Present
Citigroup & Legg Mason Asset Management December 1997 - February 2007
AIM Management November 1994 - December 1997
SunAmerica August 1990 - November 1994
PLANCO June 1986 - January 1990
Skills
Mutual Funds, Fixed Income, Equities, Portfolio Management, Investment Management, Emerging Markets, Alternative Investments, Series 7, Series 63, Asset Managment, Hedge Funds, Investment Strategies, Series 24, Wealth Management, Investments, Separately Managed..., ETFs, Financial Markets, Bonds, Wealth Management..., Relationship Management, Fund Of Funds, Wholesale, Financial Advisory, Variable Annuities, Asset Allocation, Investment Advisory, FINRA, Asset Management, Securities, Uniform Combined State..., Series 65
Education
University of Maryland College Park 1980 — 1984
BS, Finance and Journalism
TCW/MetWest January 2009 - Present
Citigroup & Legg Mason Asset Management December 1997 - February 2007
AIM Management November 1994 - December 1997
SunAmerica August 1990 - November 1994
PLANCO June 1986 - January 1990
Skills
Mutual Funds, Fixed Income, Equities, Portfolio Management, Investment Management, Emerging Markets, Alternative Investments, Series 7, Series 63, Asset Managment, Hedge Funds, Investment Strategies, Series 24, Wealth Management, Investments, Separately Managed..., ETFs, Financial Markets, Bonds, Wealth Management..., Relationship Management, Fund Of Funds, Wholesale, Financial Advisory, Variable Annuities, Asset Allocation, Investment Advisory, FINRA, Asset Management, Securities, Uniform Combined State..., Series 65
Education
University of Maryland College Park 1980 — 1984
BS, Finance and Journalism
Robert Ogden Robert Ogden's SunAmerica Experience September 1989 - July 1994
Job Aerospace Estimator
Industry Aviation & Aerospace
Experience
Arrowhead Products July 2005 - March 2014
APW Enclosures 2004 - May 2005
JBW Precision 1996 - 2004
The Rack Shack 1994 - 1996
SunAmerica September 1989 - July 1994
Skills
BPCS, Aerospace, Project Estimation, Estimates, Metal Fabrication, Blueprint Reading, Government Contracting, Software Documentation, Contract Management, Proposal Writing, Engineering, New Business Development, Manufacturing, Earned Value Management, Purchasing, Machining, Lean Manufacturing, Continuous Improvement, Mechanical Engineering, Engineering Management, Six Sigma
Education
University of California, Santa Barbara 1984 — 1989
BA, Business Economics
Arrowhead Products July 2005 - March 2014
APW Enclosures 2004 - May 2005
JBW Precision 1996 - 2004
The Rack Shack 1994 - 1996
SunAmerica September 1989 - July 1994
Skills
BPCS, Aerospace, Project Estimation, Estimates, Metal Fabrication, Blueprint Reading, Government Contracting, Software Documentation, Contract Management, Proposal Writing, Engineering, New Business Development, Manufacturing, Earned Value Management, Purchasing, Machining, Lean Manufacturing, Continuous Improvement, Mechanical Engineering, Engineering Management, Six Sigma
Education
University of California, Santa Barbara 1984 — 1989
BA, Business Economics
Andy Breidenbach Andy Breidenbach's SunAmerica Experience November 1995 - Present
Job Divisional VP at SunAmerica
Industry Financial Services
Experience
SunAmerica November 1995 - Present
Education
University of Southern California
SunAmerica November 1995 - Present
Education
University of Southern California
Bryan Bertucci Bryan Bertucci's SunAmerica Experience July 1998 - February 2007
Job Financial Advisor, Assistant Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James March 2011 - Present
Scottsdale Area Chamber of Commerce July 2012 - Present
Trinity University July 2012 - June 2014
Lord Abbett February 2007 - February 2011
SunAmerica July 1998 - February 2007
Putnam Investments November 1997 - July 1998
Skills
Series 6, Series 7, Series 9/10, Series 63, Series 65, Licensed Life Insurance..., Personal Financial..., Financial Advisory, Wealth Management, Risk Management, Retirement Planning, Social Security, College Education..., Portfolio Management, Financial Services, Securities, Municipal Bonds, Mutual Funds
Education
Trinity University 1991 — 1995
Bachelor of Science (BS), Finance & International Business
Dover-Sherborn High School 1987 — 1991
Raymond James March 2011 - Present
Scottsdale Area Chamber of Commerce July 2012 - Present
Trinity University July 2012 - June 2014
Lord Abbett February 2007 - February 2011
SunAmerica July 1998 - February 2007
Putnam Investments November 1997 - July 1998
Skills
Series 6, Series 7, Series 9/10, Series 63, Series 65, Licensed Life Insurance..., Personal Financial..., Financial Advisory, Wealth Management, Risk Management, Retirement Planning, Social Security, College Education..., Portfolio Management, Financial Services, Securities, Municipal Bonds, Mutual Funds
Education
Trinity University 1991 — 1995
Bachelor of Science (BS), Finance & International Business
Dover-Sherborn High School 1987 — 1991
Danielle Cranston Danielle Cranston's SunAmerica Experience 1989 - 1995
Job Real Estate Agent at J. Rockcliff Realtors
Industry Real Estate
Experience
J. Rockcliff Realtors 2002 - Present
SunAmerica 1989 - 1995
Dean Witter Reynolds 1988 - 1989
Skills
Sales, Real Estate, Sellers, Marketing Strategy, Short Sales, Marketing, Investment Properties, Real Estate Transactions, Single Family Homes, First Time Home Buyers, Selling, Senior Real Estate, Property, SFR, Foreclosures
Education
UCLA 1984 — 1988
Bachelor's degree, Political Science and Government
J. Rockcliff Realtors 2002 - Present
SunAmerica 1989 - 1995
Dean Witter Reynolds 1988 - 1989
Skills
Sales, Real Estate, Sellers, Marketing Strategy, Short Sales, Marketing, Investment Properties, Real Estate Transactions, Single Family Homes, First Time Home Buyers, Selling, Senior Real Estate, Property, SFR, Foreclosures
Education
UCLA 1984 — 1988
Bachelor's degree, Political Science and Government
Shelly Rasmussen Shelly Rasmussen's SunAmerica Experience 2008 - 2009
Job .
Industry Financial Services
Experience
at Patelco Credit Union 2013 - 2014
Designs In Life Insurance Marketing 2012 - 2013
at Next Level Advisors 2011 - 2011
SunAmerica 2008 - 2009
Transamerica 2005 - 2008
Independent Financial Marketing Group, Inc. (IFMG) 1993 - 2005
IFMG 1993 - 2005
Skills
Relationship Management, Driving Sales Results, Sales and Product..., Public Speaking, Project Management, Coaching, Mentoring, Process Improvement, Change Management, Written & Verbal..., Expense Budget..., Fixed Annuities, Financial Services, Analysis, Management, Investments, Sales, Marketing, New Business Development, Training, Succession Planning, Customer Acquisition, Negotiation, Start-ups
Education
NORTHEAST MISSOURI STATE UNIVERSITY
Truman State University
Business
at Patelco Credit Union 2013 - 2014
Designs In Life Insurance Marketing 2012 - 2013
at Next Level Advisors 2011 - 2011
SunAmerica 2008 - 2009
Transamerica 2005 - 2008
Independent Financial Marketing Group, Inc. (IFMG) 1993 - 2005
IFMG 1993 - 2005
Skills
Relationship Management, Driving Sales Results, Sales and Product..., Public Speaking, Project Management, Coaching, Mentoring, Process Improvement, Change Management, Written & Verbal..., Expense Budget..., Fixed Annuities, Financial Services, Analysis, Management, Investments, Sales, Marketing, New Business Development, Training, Succession Planning, Customer Acquisition, Negotiation, Start-ups
Education
NORTHEAST MISSOURI STATE UNIVERSITY
Truman State University
Business
Melanie R. Pierson Melanie R. Pierson's SunAmerica Experience February 1996 - February 1997
Job Executive Legal Assistant at True Religion Brand Jeans
Industry Apparel & Fashion
Experience
True Religion Brand Jeans May 2012 - July 2015
ClearSky Interactive, LLC. (www.Loop21.com) March 2011 - June 2012
Woodridge Capital Partners, LLC September 2010 - December 2010
Lowe Enterprises June 1999 - June 2003
Summit Commercial Properties May 1997 - April 1999
SunAmerica February 1996 - February 1997
Skills
PowerPoint, Excel, Outlook, Editing, MS Office Suite, Adobe Acrobat, Salesforce.com, PC, Mac, Social Media Marketing, Blogging, Social Networking, Microsoft Word, Social Media, Microsoft Excel, Microsoft Office, Facebook, Marketing, Customer Service, Management, Sales
Education
University of Southern California 2008 — 2010
Bachelor of Arts (B.A.), Sociology
West Los Angeles College 2005 — 2008
Associate of Arts (A.A.), Sociology
True Religion Brand Jeans May 2012 - July 2015
ClearSky Interactive, LLC. (www.Loop21.com) March 2011 - June 2012
Woodridge Capital Partners, LLC September 2010 - December 2010
Lowe Enterprises June 1999 - June 2003
Summit Commercial Properties May 1997 - April 1999
SunAmerica February 1996 - February 1997
Skills
PowerPoint, Excel, Outlook, Editing, MS Office Suite, Adobe Acrobat, Salesforce.com, PC, Mac, Social Media Marketing, Blogging, Social Networking, Microsoft Word, Social Media, Microsoft Excel, Microsoft Office, Facebook, Marketing, Customer Service, Management, Sales
Education
University of Southern California 2008 — 2010
Bachelor of Arts (B.A.), Sociology
West Los Angeles College 2005 — 2008
Associate of Arts (A.A.), Sociology
Jimmy Pomerance's SunAmerica Experience 2001 - 2007
Job Master Presentation, Sales and Speaking Skills Trainer, Engaging Keynote Speaker
Industry Professional Training & Coaching
Experience
Impact Speakers 2006 - Present
SunAmerica 2001 - 2007
AIG SunAmerica 2000 - 2006
The Fusion Group 1996 - 1999
Skills
Public Speaking, Sales Process, Presentation Coaching, Communications Strategy, Training & Development, Sales Force Development, Sales Management, Employee Training, Training, Strategic Communications, Staff Development, Selling Skills, Selling, Coaching, Team Building, Sales, Marketing, Business Development, Mutual Funds, Leadership, Building Relationships, Strategy, Executive Coaching, Management, Team Leadership, New Business Development, Sales Presentations, Leadership Development, Strategic Planning, Time Management, Series 6, Recruiting, Executive Management, Fixed Annuities, Investments, Employee Benefits, Small Business, Sales Operations, Business Planning, CRM, Salesforce.com, Marketing Strategy, Financial Advisory, Entrepreneurship, Consulting, Financial Services, Motivational Speaking
Education
University of South Florida 1974 — 1978
Bachelor of Science (BS)
Miami Beach Senior High School 1970 — 1974
High School, General
Impact Speakers 2006 - Present
SunAmerica 2001 - 2007
AIG SunAmerica 2000 - 2006
The Fusion Group 1996 - 1999
Skills
Public Speaking, Sales Process, Presentation Coaching, Communications Strategy, Training & Development, Sales Force Development, Sales Management, Employee Training, Training, Strategic Communications, Staff Development, Selling Skills, Selling, Coaching, Team Building, Sales, Marketing, Business Development, Mutual Funds, Leadership, Building Relationships, Strategy, Executive Coaching, Management, Team Leadership, New Business Development, Sales Presentations, Leadership Development, Strategic Planning, Time Management, Series 6, Recruiting, Executive Management, Fixed Annuities, Investments, Employee Benefits, Small Business, Sales Operations, Business Planning, CRM, Salesforce.com, Marketing Strategy, Financial Advisory, Entrepreneurship, Consulting, Financial Services, Motivational Speaking
Education
University of South Florida 1974 — 1978
Bachelor of Science (BS)
Miami Beach Senior High School 1970 — 1974
High School, General
Joshua Strause Joshua Strause's SunAmerica Experience February 2008 - February 2009
Job Internal wholesaler for Sammons
Industry Financial Services
Experience
Sammons Financial Group Member Companies May 2014 - Present
ING January 2013 - May 2014
SunAmerica Retirement Markets January 2010 - February 2012
SunAmerica February 2008 - February 2009
John Hancock Life Insurance Company (U.S.A.) December 2005 - December 2007
Skills
401k, Fixed Annuities, Retirement, Insurance, Mutual Funds, Series 7, REIT, Variable Annuities, Building Relationships, Investments, Marketing
Education
University of Central Arkansas 1999 — 2005
Bachelors, International Business/Trade/Commerce
Sammons Financial Group Member Companies May 2014 - Present
ING January 2013 - May 2014
SunAmerica Retirement Markets January 2010 - February 2012
SunAmerica February 2008 - February 2009
John Hancock Life Insurance Company (U.S.A.) December 2005 - December 2007
Skills
401k, Fixed Annuities, Retirement, Insurance, Mutual Funds, Series 7, REIT, Variable Annuities, Building Relationships, Investments, Marketing
Education
University of Central Arkansas 1999 — 2005
Bachelors, International Business/Trade/Commerce
Patrick Lam Patrick Lam's SunAmerica Experience December 2006 - November 2010
Job Senior Vice President at Griffin Capital Securities
Industry Financial Services
Experience
Griffin Capital Securities March 2014 - Present
Nationwide Financial October 2012 - March 2014
Lincoln Financial Distributors November 2010 - December 2011
SunAmerica December 2006 - November 2010
Skills
Sales Operations, Series 6, Mutual Funds, Variable Annuities, Fixed Annuities, Series 63, Series 7, Sales, Retirement Planning, Retirement, Series 65, 401k, Asset Allocation
Education
University of California, San Diego
Bachelor of Science (B.S.), Business/Managerial Economics
Griffin Capital Securities March 2014 - Present
Nationwide Financial October 2012 - March 2014
Lincoln Financial Distributors November 2010 - December 2011
SunAmerica December 2006 - November 2010
Skills
Sales Operations, Series 6, Mutual Funds, Variable Annuities, Fixed Annuities, Series 63, Series 7, Sales, Retirement Planning, Retirement, Series 65, 401k, Asset Allocation
Education
University of California, San Diego
Bachelor of Science (B.S.), Business/Managerial Economics
Peter D. Prescott's SunAmerica Experience May 1987 - April 1991
Job CPA & Wealth Management
Industry Financial Services
Experience
Prescott Tax & Wealth Management July 1997 - Present
SunAmerica May 1987 - April 1991
Price Waterhouse January 1979 - July 1983
Skills
CPA, PFS, Masters in Taxation, Financial Planning, Tax, Business Planning, Portfolio Management, Retirement Planning, Income Tax, Asset Management, Small Business, Investments, Insurance, Corporate Tax, Trusts, Accounting, Wealth Management, Financial Management, Strategic Financial..., Asset Managment, Employee Benefits, Strategic Planning, Financial Analysis
Education
Golden Gate University 2000 — 2004
Masters in Taxation, Taxation
University of California, Berkeley 1974 — 1978
Bachelor of Science, Business Administration (Accounting)
Beverly Hills High School 1970 — 1974
Prescott Tax & Wealth Management July 1997 - Present
SunAmerica May 1987 - April 1991
Price Waterhouse January 1979 - July 1983
Skills
CPA, PFS, Masters in Taxation, Financial Planning, Tax, Business Planning, Portfolio Management, Retirement Planning, Income Tax, Asset Management, Small Business, Investments, Insurance, Corporate Tax, Trusts, Accounting, Wealth Management, Financial Management, Strategic Financial..., Asset Managment, Employee Benefits, Strategic Planning, Financial Analysis
Education
Golden Gate University 2000 — 2004
Masters in Taxation, Taxation
University of California, Berkeley 1974 — 1978
Bachelor of Science, Business Administration (Accounting)
Beverly Hills High School 1970 — 1974
Joel Barlow, CFP Joel Barlow, CFP's SunAmerica Experience March 2011 - December 2012
Job Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities October 2012 - Present
Realty Capital Securities October 2012 - Present
SunAmerica March 2011 - December 2012
RiverSource Annuities August 2010 - December 2010
PLANCO February 2002 - August 2010
Education
University of Alabama 1988 — 1992
B.S., Accounting
UMS Preparatory School
Realty Capital Securities October 2012 - Present
Realty Capital Securities October 2012 - Present
SunAmerica March 2011 - December 2012
RiverSource Annuities August 2010 - December 2010
PLANCO February 2002 - August 2010
Education
University of Alabama 1988 — 1992
B.S., Accounting
UMS Preparatory School
Kelly Stoner Kelly Stoner's SunAmerica Experience June 1998 - May 2002
Job Marketing, Public Relations & Event Consultant
Industry Marketing and Advertising
Experience
Self-Employed January 2012 - Present
Sensibilities Day Spa September 2012 - Present
Animal Compassion Network May 2009 - October 2012
CHIRON October 2007 - December 2008
Norkum Wealth Management September 2006 - September 2007
Colbond April 2005 - May 2006
Great-West Life June 2002 - January 2004
SunAmerica June 1998 - May 2002
Skills
Press Releases, Email Marketing, Public Relations, Marketing, Social Media Marketing, Marketing Communications, Journalism, Graphic Design, Customer Service, Event Management, Advertising, Newsletters, Online Marketing, Media Relations, Event Planning, Social Media, Social Networking
Education
State University of New York College at Oswego 1994 — 1998
BA, Public Relations and Journalism
University of Denver 2004 — 2005
Graduate, Professional Studies
Self-Employed January 2012 - Present
Sensibilities Day Spa September 2012 - Present
Animal Compassion Network May 2009 - October 2012
CHIRON October 2007 - December 2008
Norkum Wealth Management September 2006 - September 2007
Colbond April 2005 - May 2006
Great-West Life June 2002 - January 2004
SunAmerica June 1998 - May 2002
Skills
Press Releases, Email Marketing, Public Relations, Marketing, Social Media Marketing, Marketing Communications, Journalism, Graphic Design, Customer Service, Event Management, Advertising, Newsletters, Online Marketing, Media Relations, Event Planning, Social Media, Social Networking
Education
State University of New York College at Oswego 1994 — 1998
BA, Public Relations and Journalism
University of Denver 2004 — 2005
Graduate, Professional Studies
Caren Coleman Caren Coleman's SunAmerica Experience 2001 - 2006
Job VP Product and Sponsor Relations at National Planning Holdings, Inc.
Industry Financial Services
Experience
National Planning Holdings, Inc. November 2006 - Present
SunAmerica 2001 - 2006
Skills
Financial Services, Retirement Planning, Series 7, Series 63, Mutual Funds, Wealth Management, Product Management, Business Analysis, Strategy, Investments, Portfolio Management, Product Marketing, Financial Planning, Asset Allocation
Education
University of California, San Diego 1996 — 2000
BA Economics
National Planning Holdings, Inc. November 2006 - Present
SunAmerica 2001 - 2006
Skills
Financial Services, Retirement Planning, Series 7, Series 63, Mutual Funds, Wealth Management, Product Management, Business Analysis, Strategy, Investments, Portfolio Management, Product Marketing, Financial Planning, Asset Allocation
Education
University of California, San Diego 1996 — 2000
BA Economics
Tim Howell's SunAmerica Experience 1999 - 2000
Job Financial Advisor, KadesMargolis Corporation
Industry Financial Services
Experience
Kades-Margolis Corporation March 2014 - Present
Wells Fargo Advisors LLC February 2012 - January 2014
Equinox Distributors February 2009 - November 2011
ICON Advisers March 2007 - September 2008
Protective Life January 2006 - January 2008
New York Life 2004 - 2006
Lincoln Financial Distributors 2000 - 2004
SunAmerica 1999 - 2000
Skills
Series 7, Mutual Funds, Annuities, Hedge Funds, Alternative Investments, Investments, Financial Markets, Managed Accounts, Managed Futures, Wholesaling, Public Speaking, Series 66, Insurance, Fixed Annuities, Strategic Financial..., 401k, Wholesale, Uniform Combined State..., Retirement Planning, Managing Accounts, Portfolio Management, Estate Planning, Wealth Management..., Retirement, Financial Services, Financial Planning, Wealth Management
Education
Temple University - Fox School of Business and Management 1993 — 1996
BBA, Economics
Girard College 1983 — 1991
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kades-Margolis Corporation March 2014 - Present
Wells Fargo Advisors LLC February 2012 - January 2014
Equinox Distributors February 2009 - November 2011
ICON Advisers March 2007 - September 2008
Protective Life January 2006 - January 2008
New York Life 2004 - 2006
Lincoln Financial Distributors 2000 - 2004
SunAmerica 1999 - 2000
Skills
Series 7, Mutual Funds, Annuities, Hedge Funds, Alternative Investments, Investments, Financial Markets, Managed Accounts, Managed Futures, Wholesaling, Public Speaking, Series 66, Insurance, Fixed Annuities, Strategic Financial..., 401k, Wholesale, Uniform Combined State..., Retirement Planning, Managing Accounts, Portfolio Management, Estate Planning, Wealth Management..., Retirement, Financial Services, Financial Planning, Wealth Management
Education
Temple University - Fox School of Business and Management 1993 — 1996
BBA, Economics
Girard College 1983 — 1991
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Natalie Alchadeff Natalie Alchadeff's SunAmerica Experience September 2005 - October 2009
Job Realtor at Keller Williams
Industry Real Estate
Experience
HB Group January 2007 - Present
Taproot Foundation February 2010 - Present
Keller Williams 2013 - Present
SunAmerica September 2005 - October 2009
Paradigm Investment Group November 2003 - July 2005
Levi Strauss & Company January 2000 - January 2002
Atherton Capital January 1998 - January 2000
Wells Fargo Bank January 1996 - January 1997
Skills
Finance, Real Estate, Strategy, Budgets, Forecasting, Due Diligence, Marketing, Market Research, Investments, Negotiation, Asset Managment, Leadership, Portfolio Management, Real Estate Transactions, Investment Properties, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Management, First Time Home Buyers, Sales, Asset Management
Education
ENPC School of International Management 2002 — 2003
Masters, Business Administration
University of California, Berkeley 1993 — 1996
BS, Environmental Science
HB Group January 2007 - Present
Taproot Foundation February 2010 - Present
Keller Williams 2013 - Present
SunAmerica September 2005 - October 2009
Paradigm Investment Group November 2003 - July 2005
Levi Strauss & Company January 2000 - January 2002
Atherton Capital January 1998 - January 2000
Wells Fargo Bank January 1996 - January 1997
Skills
Finance, Real Estate, Strategy, Budgets, Forecasting, Due Diligence, Marketing, Market Research, Investments, Negotiation, Asset Managment, Leadership, Portfolio Management, Real Estate Transactions, Investment Properties, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Management, First Time Home Buyers, Sales, Asset Management
Education
ENPC School of International Management 2002 — 2003
Masters, Business Administration
University of California, Berkeley 1993 — 1996
BS, Environmental Science
Kelly Mastromauro's SunAmerica Experience January 2003 - August 2003
Job Special Project Coordinator
Industry Entertainment
Experience
Aspen MLT INC February 2015 - Present
BBJ Linen 2014 - February 2015
Aref & Associates February 2014 - June 2014
Fentress Architects October 2009 - September 2013
AIG SunAmerica August 1998 - October 2009
AIG SunAmerica October 2002 - January 2005
SunAmerica January 2003 - August 2003
AIG SunAmerica March 2000 - October 2002
AIG SunAmerica August 1998 - March 2000
Skills
Microsoft Office, Management, Training, Photoshop, Proposal Writing, Microsoft Excel, Customer Service, Project Management, Marketing, Microsoft Word, Adobe Creative Suite, Event Management, Strategic Planning, Budgets, Public Relations, Event Planning, Project Planning, Outlook, Social Media Marketing, Editing, Social Media, Marketing Communications
Education
Highland
Scottsdale Community College
Aspen MLT INC February 2015 - Present
BBJ Linen 2014 - February 2015
Aref & Associates February 2014 - June 2014
Fentress Architects October 2009 - September 2013
AIG SunAmerica August 1998 - October 2009
AIG SunAmerica October 2002 - January 2005
SunAmerica January 2003 - August 2003
AIG SunAmerica March 2000 - October 2002
AIG SunAmerica August 1998 - March 2000
Skills
Microsoft Office, Management, Training, Photoshop, Proposal Writing, Microsoft Excel, Customer Service, Project Management, Marketing, Microsoft Word, Adobe Creative Suite, Event Management, Strategic Planning, Budgets, Public Relations, Event Planning, Project Planning, Outlook, Social Media Marketing, Editing, Social Media, Marketing Communications
Education
Highland
Scottsdale Community College
Thomas Krueger Thomas Krueger's SunAmerica Experience 2004 - 2009
Job Alyssum Benefits LLC
Industry Financial Services
Experience
Alyssum Benefits LLC May 2013 - Present
Compliance Works Inc. October 2013 - Present
Hub International Investment Services Inc. October 2011 - March 2013
Financial West Group March 2010 - July 2011
SunAmerica 2004 - 2009
Skills
Risk Management, Investments, Due Diligence, Leadership, Management, Product Management, Mutual Funds, Insurance, Retirement Planning, Securities, Wealth Management, Employee Benefits, Financial Risk, Series 63, Asset Allocation, Series 7, Consulting, Finance, Portfolio Management, Financial Analysis, Alternative Investments, 401k, Financial Advisory, Investment Advisory, Retirement
Education
University of Southern California - Marshall School of Business 2001 — 2004
MBA, Finance / Entrepreneurship
University of California, Los Angeles 1991 — 1995
BA, Psychology
TOHS
Alyssum Benefits LLC May 2013 - Present
Compliance Works Inc. October 2013 - Present
Hub International Investment Services Inc. October 2011 - March 2013
Financial West Group March 2010 - July 2011
SunAmerica 2004 - 2009
Skills
Risk Management, Investments, Due Diligence, Leadership, Management, Product Management, Mutual Funds, Insurance, Retirement Planning, Securities, Wealth Management, Employee Benefits, Financial Risk, Series 63, Asset Allocation, Series 7, Consulting, Finance, Portfolio Management, Financial Analysis, Alternative Investments, 401k, Financial Advisory, Investment Advisory, Retirement
Education
University of Southern California - Marshall School of Business 2001 — 2004
MBA, Finance / Entrepreneurship
University of California, Los Angeles 1991 — 1995
BA, Psychology
TOHS
Sarah Naccarato (Mino) Sarah Naccarato (Mino)'s SunAmerica Experience June 1994 - August 1995
Job President at Iconography Studios
Industry Executive Office
Experience
Iconography Studios January 2008 - Present
Recruitment Process Reengineering December 2007 - May 2008
Heidrick & Struggles February 2006 - September 2007
Heidrick & Struggles December 2002 - February 2006
Heidrick & Struggles - LeadersOnline January 2000 - November 2002
Korn/Ferry International March 1997 - December 1999
Korn/Ferry International June 1996 - March 1997
Korn/Ferry International September 1995 - June 1996
SunAmerica June 1994 - August 1995
sunamerica 1992 - 1995
Skills
Executive Search, Hiring, Negotiation, Customer Relations, Talent Acquisition, Talent Management, Sourcing, Technical Recruiting, Professional Services, Management Consulting, HR Consulting, Organizational..., Succession Planning, Change Management, Human Resources, Strategic Planning
Education
UCLA 1987 — 1991
BA
Iconography Studios January 2008 - Present
Recruitment Process Reengineering December 2007 - May 2008
Heidrick & Struggles February 2006 - September 2007
Heidrick & Struggles December 2002 - February 2006
Heidrick & Struggles - LeadersOnline January 2000 - November 2002
Korn/Ferry International March 1997 - December 1999
Korn/Ferry International June 1996 - March 1997
Korn/Ferry International September 1995 - June 1996
SunAmerica June 1994 - August 1995
sunamerica 1992 - 1995
Skills
Executive Search, Hiring, Negotiation, Customer Relations, Talent Acquisition, Talent Management, Sourcing, Technical Recruiting, Professional Services, Management Consulting, HR Consulting, Organizational..., Succession Planning, Change Management, Human Resources, Strategic Planning
Education
UCLA 1987 — 1991
BA
Rae Aleshire Rae Aleshire's SunAmerica Experience 1996 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
LTC Financial Partners January 2009 - Present
John Hancock April 2007 - November 2008
John Hancock Life Insurance Company (U.S.A.) 2007 - 2008
UVEST Financial Services 2004 - 2006
Jackson National Life Institutional Marketing Group 1999 - 2004
Jackson National Life 1997 - 2003
SunAmerica 1996 - 1997
Independent Financial Marketing Group 1994 - 1997
GNA 1987 - 1992
Skills
Series 7, Mutual Funds, Business Development, Life Insurance, Wealth Management, Investments, Insurance, Risk Management, Financial Services, Marketing, Retirement Planning, Training, Sales Management, Retirement, Fixed Annuities, Sales, Long-term Care, IRAs, Banking, Long Term Care Insurance
Education
Texas State University 1968 — 1971
Advertising, Marketing
LTC Financial Partners January 2009 - Present
John Hancock April 2007 - November 2008
John Hancock Life Insurance Company (U.S.A.) 2007 - 2008
UVEST Financial Services 2004 - 2006
Jackson National Life Institutional Marketing Group 1999 - 2004
Jackson National Life 1997 - 2003
SunAmerica 1996 - 1997
Independent Financial Marketing Group 1994 - 1997
GNA 1987 - 1992
Skills
Series 7, Mutual Funds, Business Development, Life Insurance, Wealth Management, Investments, Insurance, Risk Management, Financial Services, Marketing, Retirement Planning, Training, Sales Management, Retirement, Fixed Annuities, Sales, Long-term Care, IRAs, Banking, Long Term Care Insurance
Education
Texas State University 1968 — 1971
Advertising, Marketing
Christopher Hobson Christopher Hobson's SunAmerica Experience 2005 - January 2012
Job AIG Global Property Management, Director, West, Midwest, Northeast and Asia Pacific Regions at AIG
Industry Commercial Real Estate
Experience
AIG January 2012 - Present
AIG April 2005 - January 2012
SunAmerica 2005 - January 2012
CommonWealth Partners July 2004 - March 2005
Cushman & Wakefield August 2000 - July 2004
Cushman & Wakefield December 1997 - August 2000
Premisys May 1997 - December 1997
Skills
Property Management, Real Estate, Contract Negotiation, Budget, Asset Managment, Strategic Planning, Project Management, Process Improvement, Financial Analysis, New Business Development, Negotiation, Portfolio Management, Insurance, Investments, Change Management, Facilities Management, Operations Management, Team Building, Sales, Microsoft Excel, Corporate Real Estate, Lease Administration, Leases, Due Diligence, Commercial Real Estate, Real Estate Transactions, Contract Management, Tenant, Property, Lease Negotiations, Risk Management, Valuation, Vendor Management, Asset Management, Real Estate Economics, Business Planning, Executive Management, Mergers & Acquisitions, Disposition, Financial Modeling, Finance, Forecasting, Construction, Underwriting, Management, Analysis, Budgets, Brokerage, Business Development, Leadership
Education
San Diego State University-California State University 1991 — 1996
Bachelor of Science, Business Management, Emphasis Financial Services
Chaminade 1987 — 1991
AIG January 2012 - Present
AIG April 2005 - January 2012
SunAmerica 2005 - January 2012
CommonWealth Partners July 2004 - March 2005
Cushman & Wakefield August 2000 - July 2004
Cushman & Wakefield December 1997 - August 2000
Premisys May 1997 - December 1997
Skills
Property Management, Real Estate, Contract Negotiation, Budget, Asset Managment, Strategic Planning, Project Management, Process Improvement, Financial Analysis, New Business Development, Negotiation, Portfolio Management, Insurance, Investments, Change Management, Facilities Management, Operations Management, Team Building, Sales, Microsoft Excel, Corporate Real Estate, Lease Administration, Leases, Due Diligence, Commercial Real Estate, Real Estate Transactions, Contract Management, Tenant, Property, Lease Negotiations, Risk Management, Valuation, Vendor Management, Asset Management, Real Estate Economics, Business Planning, Executive Management, Mergers & Acquisitions, Disposition, Financial Modeling, Finance, Forecasting, Construction, Underwriting, Management, Analysis, Budgets, Brokerage, Business Development, Leadership
Education
San Diego State University-California State University 1991 — 1996
Bachelor of Science, Business Management, Emphasis Financial Services
Chaminade 1987 — 1991
Randall Routh Randall Routh's SunAmerica Experience June 1985 - July 1995
Job Owner of Dynamic Document Services
Industry Information Technology and Services
Experience
Dynamic Document Services ConsultantAAA Auto Club SouthOctober 2010 - November 2010
American Modern Insurance Group April 2010 - July 2010
Omaha Public Power District January 2010 - April 2010
Ameren February 2009 - December 2009
MidAmerican Energy December 2008 - April 2009
Farmers Insurance June 2008 - October 2008
CTG (Computer Task Group) February 2005 - January 2008
Docucorp International August 1995 - February 2005
SunAmerica June 1985 - July 1995
Skills
REXX, XML, COBOL, Weblogic, MVS, Disaster Recovery, DocuMaker 8.X, DocuMaker 9.X, DocuMaker 10.X, DocuMaker 11.X, DocuMaker 12.X
Education
Southern Polytechnic State University
BS, Computer Science
Dynamic Document Services ConsultantAAA Auto Club SouthOctober 2010 - November 2010
American Modern Insurance Group April 2010 - July 2010
Omaha Public Power District January 2010 - April 2010
Ameren February 2009 - December 2009
MidAmerican Energy December 2008 - April 2009
Farmers Insurance June 2008 - October 2008
CTG (Computer Task Group) February 2005 - January 2008
Docucorp International August 1995 - February 2005
SunAmerica June 1985 - July 1995
Skills
REXX, XML, COBOL, Weblogic, MVS, Disaster Recovery, DocuMaker 8.X, DocuMaker 9.X, DocuMaker 10.X, DocuMaker 11.X, DocuMaker 12.X
Education
Southern Polytechnic State University
BS, Computer Science
Heidi Quach's SunAmerica Experience May 2013 - July 2013
Job J.D. Candidate at UC Berkeley School of Law
Industry Law Practice
Experience
Fragomen, Del Rey, Bernsen & Loewy January 2015 - July 2015
Sotheby's International Realty January 2014 - December 2014
Office of U.S. Senator Dianne Feinstein September 2013 - May 2014
SunAmerica May 2013 - July 2013
U*styled January 2013 - July 2013
Nordstrom June 2012 - August 2012
Project Vote Smart January 2012 - May 2012
Nicolina Royale February 2011 - January 2012
Chapman and Cutler LLP May 2011 - August 2011
Skills
Research, Teaching, Politics, Management, Public Speaking, PowerPoint, Event Planning, Microsoft Office, Social Media, Community Outreach, Microsoft Excel, Social Media Marketing
Education
University of California, Berkeley - School of Law 2015 — 2018
Doctor of Law (J.D.)
University of Southern California 2010 — 2013
Bachelor of Arts (B.A.), Philosophy, Politics, and Law Major & Communication Design Minor
San Francisco University High School 2006 — 2010
High School Diploma
Fragomen, Del Rey, Bernsen & Loewy January 2015 - July 2015
Sotheby's International Realty January 2014 - December 2014
Office of U.S. Senator Dianne Feinstein September 2013 - May 2014
SunAmerica May 2013 - July 2013
U*styled January 2013 - July 2013
Nordstrom June 2012 - August 2012
Project Vote Smart January 2012 - May 2012
Nicolina Royale February 2011 - January 2012
Chapman and Cutler LLP May 2011 - August 2011
Skills
Research, Teaching, Politics, Management, Public Speaking, PowerPoint, Event Planning, Microsoft Office, Social Media, Community Outreach, Microsoft Excel, Social Media Marketing
Education
University of California, Berkeley - School of Law 2015 — 2018
Doctor of Law (J.D.)
University of Southern California 2010 — 2013
Bachelor of Arts (B.A.), Philosophy, Politics, and Law Major & Communication Design Minor
San Francisco University High School 2006 — 2010
High School Diploma
Ken Liu's SunAmerica Experience June 2008 - August 2008
Job Principal at Mathers Associates
Industry Investment Management
Experience
Mathers Associates April 2014 - Present
Analytic Investors October 2012 - April 2014
Analytic Investors June 2009 - October 2012
Kairos Advisors LLC November 2008 - April 2009
SunAmerica June 2008 - August 2008
Watershed Asset Management, LLC July 2004 - March 2007
Ernst & Young LLP July 2000 - July 2004
Oakland Athletics September 1998 - September 1999
Skills
Accounting, Auditing, Hedge Funds, Alternative Investments, Internal Controls, Settlements, Performance Measurement, Operations
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Finance
University of California, Berkeley, Haas School of Business 1996 — 2000
BS, Business Administration
Mathers Associates April 2014 - Present
Analytic Investors October 2012 - April 2014
Analytic Investors June 2009 - October 2012
Kairos Advisors LLC November 2008 - April 2009
SunAmerica June 2008 - August 2008
Watershed Asset Management, LLC July 2004 - March 2007
Ernst & Young LLP July 2000 - July 2004
Oakland Athletics September 1998 - September 1999
Skills
Accounting, Auditing, Hedge Funds, Alternative Investments, Internal Controls, Settlements, Performance Measurement, Operations
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Finance
University of California, Berkeley, Haas School of Business 1996 — 2000
BS, Business Administration
Gregory A. Hurren's SunAmerica Experience June 2012 - December 2013
Job Divisional Vice President at AIG
Industry Financial Services
Experience
AIG January 2014 - Present
SunAmerica June 2012 - December 2013
Sun Life Financial June 2010 - 2012
John Hancock October 2007 - June 2010
Boston Red Sox 2005 - 2007
Skills
Series 6, Series 63, Strategic Financial..., Financial Analysis, Mutual Funds, Insurance, Health Insurance, Fixed Annuities, Retirement, Retirement Planning, 401k, Securities, Financial Services, Life Insurance, Investments, FINRA, Asset Allocation
Education
University of Massachusetts, Amherst
AIG January 2014 - Present
SunAmerica June 2012 - December 2013
Sun Life Financial June 2010 - 2012
John Hancock October 2007 - June 2010
Boston Red Sox 2005 - 2007
Skills
Series 6, Series 63, Strategic Financial..., Financial Analysis, Mutual Funds, Insurance, Health Insurance, Fixed Annuities, Retirement, Retirement Planning, 401k, Securities, Financial Services, Life Insurance, Investments, FINRA, Asset Allocation
Education
University of Massachusetts, Amherst
Mike Vechery Mike Vechery's SunAmerica Experience 1992 - 1999
Job 1050 Real EstateOwner
Industry Real Estate
Experience
1050 Real Estate 2005 - Present
Michael Henry Capital Management 2000 - 2008
Nynex 1994 - 1999
SunAmerica 1992 - 1999
Shearson Lehman Brothers 1990 - 1992
Skills
Residential Homes, Real Estate Transactions, Real Estate, Condos, Single Family Homes, Investment Properties, Negotiation, Sellers, Leases, Commercial Real Estate, Buyer Representation, Investors, Tenant, Relocation, Brokerage, Short Sales, Real Estate Development, Contract Negotiation, Real Estate Economics, First Time Home Buyers, Property Management, Foreclosures, Finance, Real Property, Referrals
Education
Georgetown University - The McDonough School of Business 1992 — 1994
MBA, Finance, General
University of Georgia - Terry College of Business 1983 — 1987
Finance, Capital Markets, Economics, Market Theory
Georgetown Prep 1979 — 1983
1050 Real Estate 2005 - Present
Michael Henry Capital Management 2000 - 2008
Nynex 1994 - 1999
SunAmerica 1992 - 1999
Shearson Lehman Brothers 1990 - 1992
Skills
Residential Homes, Real Estate Transactions, Real Estate, Condos, Single Family Homes, Investment Properties, Negotiation, Sellers, Leases, Commercial Real Estate, Buyer Representation, Investors, Tenant, Relocation, Brokerage, Short Sales, Real Estate Development, Contract Negotiation, Real Estate Economics, First Time Home Buyers, Property Management, Foreclosures, Finance, Real Property, Referrals
Education
Georgetown University - The McDonough School of Business 1992 — 1994
MBA, Finance, General
University of Georgia - Terry College of Business 1983 — 1987
Finance, Capital Markets, Economics, Market Theory
Georgetown Prep 1979 — 1983
Robert Watson's SunAmerica Experience January 1993 - July 1998
Job Vice President,Managed Applications and Web Hosting Services
Industry Telecommunications
Experience
AT&T March 2013 - Present
AT&T January 2002 - March 2013
Affiliated Computer Services July 2001 - January 2002
Shaw Industries July 1998 - July 2001
SunAmerica January 1993 - July 1998
Skills
Telecommunications, Sales, Disaster Recovery, Vendor Management, Cloud Computing, Data Center, Technical Architecture, IT Strategy, Outsourcing, Talent Management, Integration, CRM, Call Centers, E-commerce, Enterprise Software, IT Management, ITIL, Infrastructure, Managed Services, Leadership, Network Design, Management, Program Management, Oracle, Project Planning, SaaS, Service Delivery, Software Development, System Deployment, Virtualization, Wireless, VoIP
Education
Saint Leo University
Bachelor of Business Administration (BBA)
AT&T March 2013 - Present
AT&T January 2002 - March 2013
Affiliated Computer Services July 2001 - January 2002
Shaw Industries July 1998 - July 2001
SunAmerica January 1993 - July 1998
Skills
Telecommunications, Sales, Disaster Recovery, Vendor Management, Cloud Computing, Data Center, Technical Architecture, IT Strategy, Outsourcing, Talent Management, Integration, CRM, Call Centers, E-commerce, Enterprise Software, IT Management, ITIL, Infrastructure, Managed Services, Leadership, Network Design, Management, Program Management, Oracle, Project Planning, SaaS, Service Delivery, Software Development, System Deployment, Virtualization, Wireless, VoIP
Education
Saint Leo University
Bachelor of Business Administration (BBA)
Brian McArthur Brian McArthur's SunAmerica Experience January 2000 - December 2001
Job Regional Marketing Director at Lincoln Financial Distributors, Inc. / Moneyguard
Industry Financial Services
Experience
Lincoln Financial Distributors August 2013 - Present
Incapital July 2012 - August 2013
WBI Investments August 2011 - July 2012
Sun Life Financial February 2005 - September 2011
PLANCO January 2002 - February 2005
AIG SunAmerica January 2000 - January 2002
SunAmerica January 2000 - December 2001
Skills
Series 7, Series 63, Separately Managed..., Fixed Annuities, Retirement Planning, Series 6, Mutual Funds, Life Insurance, Variable Annuities, Alternative Investments, Financial Advisory, Retirement, Financial Services, Asset Allocation, 401k, Insurance, Series 65, FINRA
Education
University of San Diego 1995 — 1998
Bachelor's, Business Administration
Connetquot High School 1990 — 1993
Suffolk County Community College, Associates Degree in Business Administration
Lincoln Financial Distributors August 2013 - Present
Incapital July 2012 - August 2013
WBI Investments August 2011 - July 2012
Sun Life Financial February 2005 - September 2011
PLANCO January 2002 - February 2005
AIG SunAmerica January 2000 - January 2002
SunAmerica January 2000 - December 2001
Skills
Series 7, Series 63, Separately Managed..., Fixed Annuities, Retirement Planning, Series 6, Mutual Funds, Life Insurance, Variable Annuities, Alternative Investments, Financial Advisory, Retirement, Financial Services, Asset Allocation, 401k, Insurance, Series 65, FINRA
Education
University of San Diego 1995 — 1998
Bachelor's, Business Administration
Connetquot High School 1990 — 1993
Suffolk County Community College, Associates Degree in Business Administration
Laurie J. McCloskey Laurie J. McCloskey's SunAmerica Experience September 1996 - February 1998
Job Mortgage: Capital Markets, Pricing, Investor Relations, Data Analysis & Cash Flow Modeling
Industry Financial Services
Experience
American Advisors Group, Inc. (AAG Reverse Mortgage) July 2015 - Present
loanDepot July 2014 - July 2015
Option One Mortgage October 2001 - February 2008
New Century Mortgage February 1998 - May 2001
SunAmerica September 1996 - February 1998
Western Bank Mortgage 1992 - 1994
Skills
Capital Markets, Loans, Mortgage Lending, Financial Analysis, Risk Management, Financial Modeling, Real Estate, Investor Relations, Valuation, Mortgage Banking, Analytics, Asset Management, Hedging, Microsoft Excel, Financial Reporting, Bloomberg Professional, Pricing, Negotiation, Mortgage, Data Research, Quantitative Analytics, Microsoft SQL Server, SQL Server Management..., T-SQL, Problem Solving, SSRS, Intex Desktop, Interest Rate Swaps, Financial Services, Bloomberg, Portfolio Management, Fixed Income, Crystal Reports
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA, Finance
University of California, Santa Barbara
Bachelor's Degree, Mathematical Science-Statistics Track
University of California, Irvine
Certificate, Investor Relations
American Advisors Group, Inc. (AAG Reverse Mortgage) July 2015 - Present
loanDepot July 2014 - July 2015
Option One Mortgage October 2001 - February 2008
New Century Mortgage February 1998 - May 2001
SunAmerica September 1996 - February 1998
Western Bank Mortgage 1992 - 1994
Skills
Capital Markets, Loans, Mortgage Lending, Financial Analysis, Risk Management, Financial Modeling, Real Estate, Investor Relations, Valuation, Mortgage Banking, Analytics, Asset Management, Hedging, Microsoft Excel, Financial Reporting, Bloomberg Professional, Pricing, Negotiation, Mortgage, Data Research, Quantitative Analytics, Microsoft SQL Server, SQL Server Management..., T-SQL, Problem Solving, SSRS, Intex Desktop, Interest Rate Swaps, Financial Services, Bloomberg, Portfolio Management, Fixed Income, Crystal Reports
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA, Finance
University of California, Santa Barbara
Bachelor's Degree, Mathematical Science-Statistics Track
University of California, Irvine
Certificate, Investor Relations
Daniel Willoth, CFA's SunAmerica Experience January 2007 - July 2013
Job at
Industry Financial Services
Experience
PIMCO July 2013 - Present
SunAmerica January 2007 - July 2013
Oppenheimer & Co. April 2005 - January 2007
Starcom MediaVest Group October 2004 - April 2005
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Portfolio Management, Retirement Planning, Retirement, Financial Advisory, Securities, 401k, Project Management, Financial Risk, Risk Management, Portfolio Performance..., Fixed Income, Fixed Income Analysis, Fixed Income Strategies, ETFs, Closed-end Funds, Interest Rate...
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
PIMCO July 2013 - Present
SunAmerica January 2007 - July 2013
Oppenheimer & Co. April 2005 - January 2007
Starcom MediaVest Group October 2004 - April 2005
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Portfolio Management, Retirement Planning, Retirement, Financial Advisory, Securities, 401k, Project Management, Financial Risk, Risk Management, Portfolio Performance..., Fixed Income, Fixed Income Analysis, Fixed Income Strategies, ETFs, Closed-end Funds, Interest Rate...
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
Danielle Thom Danielle Thom's SunAmerica Experience November 1997 - March 2000
Job Ecommerce
Industry Internet
Experience
SKECHERS USA October 2008 - May 2012
joann.com March 2002 - November 2008
joann.com March 2000 - March 2002
SunAmerica November 1997 - March 2000
Skills
E-commerce, Web Analytics, Retail, Email Marketing, Analytics, Social Media Marketing, Online Advertising, Digital Marketing, Merchandising, Start-ups, Project Management, Affiliate Marketing, Google Analytics, Product Management
Education
University of California, Irvine 1994 — 1997
BA, Psychology & Social Behavior
SKECHERS USA October 2008 - May 2012
joann.com March 2002 - November 2008
joann.com March 2000 - March 2002
SunAmerica November 1997 - March 2000
Skills
E-commerce, Web Analytics, Retail, Email Marketing, Analytics, Social Media Marketing, Online Advertising, Digital Marketing, Merchandising, Start-ups, Project Management, Affiliate Marketing, Google Analytics, Product Management
Education
University of California, Irvine 1994 — 1997
BA, Psychology & Social Behavior
Brad Townsend, CFP®, CRPC® Brad Townsend, CFP®, CRPC®'s SunAmerica Experience March 2010 - September 2010
Job Regional Vice President
Industry Financial Services
Experience
Allianz Life Financial Services, LLC member FINRA September 2010 - Present
SunAmerica March 2010 - September 2010
ING October 2003 - March 2010
H.D. Vest Financial Services January 1999 - September 2003
Education
Texas A&M University 1994 — 1998
BA, Speech Communications
Allianz Life Financial Services, LLC member FINRA September 2010 - Present
SunAmerica March 2010 - September 2010
ING October 2003 - March 2010
H.D. Vest Financial Services January 1999 - September 2003
Education
Texas A&M University 1994 — 1998
BA, Speech Communications
Linda (Schulz) Freeze Linda (Schulz) Freeze's SunAmerica Experience May 2010 - December 2010
Job Regional Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial October 2010 - Present
SunAmerica May 2010 - December 2010
AXA Distributors January 2006 - July 2010
Lincoln Financial Distributors August 1996 - December 2005
PLM Distributors June 1993 - July 1996
Phoenix Leasing 1987 - 1993
Berg Harmon 1986 - 1987
Concord Assets 1984 - 1986
Thompson McKinnon May 1983 - December 1984
Education
University of Florida 1979 — 1983
Prudential Financial October 2010 - Present
SunAmerica May 2010 - December 2010
AXA Distributors January 2006 - July 2010
Lincoln Financial Distributors August 1996 - December 2005
PLM Distributors June 1993 - July 1996
Phoenix Leasing 1987 - 1993
Berg Harmon 1986 - 1987
Concord Assets 1984 - 1986
Thompson McKinnon May 1983 - December 1984
Education
University of Florida 1979 — 1983
Alex Pettee Alex Pettee's SunAmerica Experience August 2009 - August 2009
Job Student at Trinity CollegeHartford
Industry Investment Banking
Experience
SunAmerica August 2009 - August 2009
Education
Trinity College-Hartford 2009 — 2013
SunAmerica August 2009 - August 2009
Education
Trinity College-Hartford 2009 — 2013
Troy Koepplin Troy Koepplin's SunAmerica Experience 1997 - 2008
Job Partner/Managing Director at San Diego Tax & Financial Associates
Industry Financial Services
Experience
San Diego Tax & Financial Associates October 2012 - Present
Sage Point Financial, Inc. 2008 - Present
AIG SunAmerica April 1997 - May 2008
SunAmerica 1997 - 2008
OLDE Financial Corporation March 1996 - April 1997
Skills
Series 7, Retirement Planning, Investments, Strategic Financial..., Financial Advisory, Retirement, Securities, Insurance, Financial Services, Finance, Fixed Annuities, Risk Management, Series 63, Mutual Funds, Financial Planning, Portfolio Management
Education
San Diego State University-California State University 1993 — 1995
Bachelor, Business-Finance
San Diego Tax & Financial Associates October 2012 - Present
Sage Point Financial, Inc. 2008 - Present
AIG SunAmerica April 1997 - May 2008
SunAmerica 1997 - 2008
OLDE Financial Corporation March 1996 - April 1997
Skills
Series 7, Retirement Planning, Investments, Strategic Financial..., Financial Advisory, Retirement, Securities, Insurance, Financial Services, Finance, Fixed Annuities, Risk Management, Series 63, Mutual Funds, Financial Planning, Portfolio Management
Education
San Diego State University-California State University 1993 — 1995
Bachelor, Business-Finance
Lionel Lauture Lionel Lauture's SunAmerica Experience March 2007 - November 2008
Job Head of Wholesaling and Field Training, Futurity First Insurance Group
Industry Financial Services
Experience
Futurity First Financial Group March 2009 - Present
SunAmerica March 2007 - November 2008
Morgan Stanley August 1994 - March 2007
Skills
Series 63, Series 7, Retirement Planning, Mutual Funds, Series 6, Wealth Management, Series 65, Insurance, Variable Annuities, Fixed Annuities, Financial Services, Retirement, Wholesale, wholesaler management, Strategic Financial..., Sales Process, Business Planning, Securities, Sales Management, ETFs, Financial Advisory, Long Term Care Insurance, Long-term Care, Whole Life, Management, Life Insurance, CRM, Strategy, 401k, Disability Insurance, Financial Planning, Portfolio Management, Term Life Insurance
Education
Stony Brook University 1984 — 1988
Futurity First Financial Group March 2009 - Present
SunAmerica March 2007 - November 2008
Morgan Stanley August 1994 - March 2007
Skills
Series 63, Series 7, Retirement Planning, Mutual Funds, Series 6, Wealth Management, Series 65, Insurance, Variable Annuities, Fixed Annuities, Financial Services, Retirement, Wholesale, wholesaler management, Strategic Financial..., Sales Process, Business Planning, Securities, Sales Management, ETFs, Financial Advisory, Long Term Care Insurance, Long-term Care, Whole Life, Management, Life Insurance, CRM, Strategy, 401k, Disability Insurance, Financial Planning, Portfolio Management, Term Life Insurance
Education
Stony Brook University 1984 — 1988
Scott Richland Scott Richland's SunAmerica Experience January 1993 - January 1996
Job Chief Investment Officer at The California Institute of Technology (Caltech)
Industry Investment Management
Experience
The California Institute of Technology (Caltech) September 2010 - Present
AIG Life and Retirement Companies March 2010 - Present
Lunada Bay Investors, LLC 2010 - 2010
ANDELL HOLDINGS, LLC 2003 - 2009
AIG Global Investment January 2000 - January 2003
SunAmerica Inc. January 1997 - January 2000
SunAmerica Financial 1995 - 2000
SunAmerica January 1993 - January 1996
SunAmerica Inc. September 1989 - January 1993
Act III Communications September 1989 - August 1990
Skills
Investments, Due Diligence, Equities, Securities, Risk Management, Finance, Banking, Swaps, Fixed Income, Financial Services, Portfolio Management, Corporate Finance, Insurance, Alternative Investments, Mergers & Acquisitions, Asset Allocation
Education
Stanford University Graduate School of Business 1985 — 1987
MBA, Finance/Accounting
University of California, Los Angeles 1979 — 1983
Bachelor of Arts (B.A.), Political Science and Government
The California Institute of Technology (Caltech) September 2010 - Present
AIG Life and Retirement Companies March 2010 - Present
Lunada Bay Investors, LLC 2010 - 2010
ANDELL HOLDINGS, LLC 2003 - 2009
AIG Global Investment January 2000 - January 2003
SunAmerica Inc. January 1997 - January 2000
SunAmerica Financial 1995 - 2000
SunAmerica January 1993 - January 1996
SunAmerica Inc. September 1989 - January 1993
Act III Communications September 1989 - August 1990
Skills
Investments, Due Diligence, Equities, Securities, Risk Management, Finance, Banking, Swaps, Fixed Income, Financial Services, Portfolio Management, Corporate Finance, Insurance, Alternative Investments, Mergers & Acquisitions, Asset Allocation
Education
Stanford University Graduate School of Business 1985 — 1987
MBA, Finance/Accounting
University of California, Los Angeles 1979 — 1983
Bachelor of Arts (B.A.), Political Science and Government
Adam Gauthier Adam Gauthier's SunAmerica Experience 2000 - 2003
Job Estate Planning Attorney at Gauthier Estate Planning, APLC
Industry Law Practice
Experience
Gauthier Estate Planning, APLC December 2008 - Present
The Kick Law Firm March 2008 - November 2008
Glancy Binkow & Goldberg LLP October 2006 - March 2008
SunAmerica 2000 - 2003
Skills
Estate Planning, Probate, Wills, Living Trusts, Powers of Attorney, Trusts, Tax, Business Formation, Estate Tax Planning, Advance Care Planning, Retirement Planning, Legal Advice, Estate Law, Legal Writing, Business Transactions, Estate Administration, Mediation, Succession Planning, Insurance, Gift Tax, Legal Issues
Education
University of Southern California Law School 2004 — 2006
Juris Doctor
Whittier Law School 2003 — 2004
JD, Law
University of California, Santa Barbara 1996 — 2000
Bachelors, Political Science
The Hebrew University 1998 — 1999
Political Science
Gauthier Estate Planning, APLC December 2008 - Present
The Kick Law Firm March 2008 - November 2008
Glancy Binkow & Goldberg LLP October 2006 - March 2008
SunAmerica 2000 - 2003
Skills
Estate Planning, Probate, Wills, Living Trusts, Powers of Attorney, Trusts, Tax, Business Formation, Estate Tax Planning, Advance Care Planning, Retirement Planning, Legal Advice, Estate Law, Legal Writing, Business Transactions, Estate Administration, Mediation, Succession Planning, Insurance, Gift Tax, Legal Issues
Education
University of Southern California Law School 2004 — 2006
Juris Doctor
Whittier Law School 2003 — 2004
JD, Law
University of California, Santa Barbara 1996 — 2000
Bachelors, Political Science
The Hebrew University 1998 — 1999
Political Science
Monika Namath Monika Namath's SunAmerica Experience 1999 - 2003
Job Portfolio Manager at Diamondback Capital
Industry Financial Services
Experience
Diamondback Capital February 2010 - Present
Omega Advisors March 2008 - February 2010
Highbridge Capital Management 2006 - 2008
PIMCO 2003 - 2006
SunAmerica 1999 - 2003
Education
University of California, Berkeley
Economics
Diamondback Capital February 2010 - Present
Omega Advisors March 2008 - February 2010
Highbridge Capital Management 2006 - 2008
PIMCO 2003 - 2006
SunAmerica 1999 - 2003
Education
University of California, Berkeley
Economics
Mary Beth Murphy's SunAmerica Experience 1995 - 2002
Job VP Retirement Solutions Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Piche, L.L.C. 2006 - Present
MetLife Investors 2005 - 2006
Travelers Life & Annuity 2002 - 2005
SunAmerica 1995 - 2002
Essex Corporation 1992 - 1994
Education
University of Houston
BA, MBA, marketing
Merrill Lynch 2010 - Present
Piche, L.L.C. 2006 - Present
MetLife Investors 2005 - 2006
Travelers Life & Annuity 2002 - 2005
SunAmerica 1995 - 2002
Essex Corporation 1992 - 1994
Education
University of Houston
BA, MBA, marketing
Brent Zimmerman's SunAmerica Experience September 1996 - September 1999
Job Owner, Brent Zimmerman Design
Industry Design
Experience
Brent Zimmerman Design January 2010 - Present
Prudential California Realty June 2005 - 2007
United Online September 1999 - March 2005
SunAmerica September 1996 - September 1999
...is it really relevant? September 1986 - September 1996
Skills
Architectural Design, Interior architecture, Design, Marketing Communications, Contract Negotiation, Marketing Strategy, Negotiation, Project Coordination
Education
The University of Texas at Austin 1982 — 1986
Brent Zimmerman Design January 2010 - Present
Prudential California Realty June 2005 - 2007
United Online September 1999 - March 2005
SunAmerica September 1996 - September 1999
...is it really relevant? September 1986 - September 1996
Skills
Architectural Design, Interior architecture, Design, Marketing Communications, Contract Negotiation, Marketing Strategy, Negotiation, Project Coordination
Education
The University of Texas at Austin 1982 — 1986
Brian Perez's SunAmerica Experience June 1998 - October 1999
Job Wealth Manager at Gupta Wealth Management
Industry Financial Services
Experience
Gupta Wealth Management January 2015 - Present
FutureAdvisor May 2014 - October 2014
Avanza, Inc. January 2013 - April 2014
Fisher Investments, LLC January 2011 - December 2012
Fisher Investments, LLC October 2006 - December 2010
Fisher Investments, LLC April 2005 - September 2006
Fisher Investments, Inc October 2001 - March 2005
Fisher Investments, Inc October 1999 - October 2001
SunAmerica June 1998 - October 1999
Skills
Start-ups, Equities, Investment Management, Retirement Planning, Portfolio Management, Asset Management, Investments, Wealth Management, Investment Strategies, Asset Allocation, Asset Managment, Capital Markets, Securities, Alternative Investments, Investment Advisory, Financial Services
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Finance
Universidad Iberoamericana, Ciudad de México
Immersion Program
Gupta Wealth Management January 2015 - Present
FutureAdvisor May 2014 - October 2014
Avanza, Inc. January 2013 - April 2014
Fisher Investments, LLC January 2011 - December 2012
Fisher Investments, LLC October 2006 - December 2010
Fisher Investments, LLC April 2005 - September 2006
Fisher Investments, Inc October 2001 - March 2005
Fisher Investments, Inc October 1999 - October 2001
SunAmerica June 1998 - October 1999
Skills
Start-ups, Equities, Investment Management, Retirement Planning, Portfolio Management, Asset Management, Investments, Wealth Management, Investment Strategies, Asset Allocation, Asset Managment, Capital Markets, Securities, Alternative Investments, Investment Advisory, Financial Services
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Finance
Universidad Iberoamericana, Ciudad de México
Immersion Program
April Ward's SunAmerica Experience 1997 - 1998
Job Sr. Financial Analyst at SolidWorks
Industry Computer Software
Experience
SolidWorks Corporation July 2004 - Present
Solidworks Corporation May 2001 - July 2004
DMD, Inc. 2000 - 2001
DMX 1998 - 2000
SunAmerica 1997 - 1998
Windsor Fashions 1994 - 1997
Education
University of Southern California 1992 — 1997
BS, Business Admin with emphasis in Systems
SolidWorks Corporation July 2004 - Present
Solidworks Corporation May 2001 - July 2004
DMD, Inc. 2000 - 2001
DMX 1998 - 2000
SunAmerica 1997 - 1998
Windsor Fashions 1994 - 1997
Education
University of Southern California 1992 — 1997
BS, Business Admin with emphasis in Systems
Valerie Vetters's SunAmerica Experience February 2008 - Present
Job Tax Director at SunAmerica
Industry Accounting
Experience
SunAmerica February 2008 - Present
Toyota Financial Services July 2003 - January 2008
KPMG August 2002 - July 2003
PricewaterhouseCoopers July 1994 - August 2002
Skills
Tax Accounting, Sarbanes-Oxley Act, US Tax, Tax, Corporate Tax, Accounting, Due Diligence, Tax Research, Strategic Financial..., GAAP, State Tax, SEC filings, Income Tax, CPA, Tax Law
Education
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1994
Master in Professional Accounting, Taxation
The University of Texas at Austin 1985 — 1989
Bachelor of Arts, Psychology
SunAmerica February 2008 - Present
Toyota Financial Services July 2003 - January 2008
KPMG August 2002 - July 2003
PricewaterhouseCoopers July 1994 - August 2002
Skills
Tax Accounting, Sarbanes-Oxley Act, US Tax, Tax, Corporate Tax, Accounting, Due Diligence, Tax Research, Strategic Financial..., GAAP, State Tax, SEC filings, Income Tax, CPA, Tax Law
Education
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1994
Master in Professional Accounting, Taxation
The University of Texas at Austin 1985 — 1989
Bachelor of Arts, Psychology
Sophia Elcock's SunAmerica Experience June 1995 - Present
Job Business Analyst at Sunamerica
Industry Insurance
Experience
Create Life Your Way March 2014 - Present
Center for Individual and Family Counseling February 2012 - Present
SunAmerica June 1995 - Present
Skills
Customer Service, Microsoft Excel, PSYCH-K, Life Transitions, Relationship Coach, Coaching, Reiki, Training, Business Analysis, Program Management, Risk Management, Workshop Facilitation, Leadership, Process Improvement
Education
University of Phoenix 2010 — 2012
Master's degree, Counseling Psychology
University of South Carolina-Columbia
BA, Psychology/Business Administration
Create Life Your Way March 2014 - Present
Center for Individual and Family Counseling February 2012 - Present
SunAmerica June 1995 - Present
Skills
Customer Service, Microsoft Excel, PSYCH-K, Life Transitions, Relationship Coach, Coaching, Reiki, Training, Business Analysis, Program Management, Risk Management, Workshop Facilitation, Leadership, Process Improvement
Education
University of Phoenix 2010 — 2012
Master's degree, Counseling Psychology
University of South Carolina-Columbia
BA, Psychology/Business Administration
Jeff Overberg's SunAmerica Experience 2003 - 2007
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2010 - Present
Lincoln Financial Distributors November 2007 - November 2010
SunAmerica 2003 - 2007
The Phoenix Companies September 2000 - September 2003
Fidelity Investments 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Mutual Funds, 401k, Investments, Insurance, Wealth Management, Asset Managment, Strategic Financial..., Asset Allocation, Estate Planning, Uniform Combined State..., Portfolio Management, Alternative Investments, Securities, Investment Management
Education
University of Cincinnati 1990 — 1995
Bachelor of Arts, Communications
Edward Jones November 2010 - Present
Lincoln Financial Distributors November 2007 - November 2010
SunAmerica 2003 - 2007
The Phoenix Companies September 2000 - September 2003
Fidelity Investments 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Mutual Funds, 401k, Investments, Insurance, Wealth Management, Asset Managment, Strategic Financial..., Asset Allocation, Estate Planning, Uniform Combined State..., Portfolio Management, Alternative Investments, Securities, Investment Management
Education
University of Cincinnati 1990 — 1995
Bachelor of Arts, Communications
James McGruder's SunAmerica Experience October 2003 - Present
Job VP Product Management Support AIG
Industry Insurance
Experience
SunAmerica October 2003 - Present
SunAmerica Retirement Markets, Inc. 2003 - Present
SunAmerica Retirement Markets 2003 - Present
AIG SunAmerica 2003 - Present
Transamerica 1997 - 2003
Skills
Investments, Series 7, Mutual Funds, Series 63, Product Management, Project Management, Risk Management, Financial Services, Retirement Planning, Series 6, Marketing, Fixed Annuities, Sales, Management
Education
University of La Verne 1999 — 2002
MBA, Executive Management
University of Redlands 1995 — 1998
B.S., Business and Management
SunAmerica October 2003 - Present
SunAmerica Retirement Markets, Inc. 2003 - Present
SunAmerica Retirement Markets 2003 - Present
AIG SunAmerica 2003 - Present
Transamerica 1997 - 2003
Skills
Investments, Series 7, Mutual Funds, Series 63, Product Management, Project Management, Risk Management, Financial Services, Retirement Planning, Series 6, Marketing, Fixed Annuities, Sales, Management
Education
University of La Verne 1999 — 2002
MBA, Executive Management
University of Redlands 1995 — 1998
B.S., Business and Management
Teresa Closson's SunAmerica Experience January 1989 - January 1999
Job Senior Development Officer
Industry Nonprofit Organization Management
Experience
UCLA 1999 - Present
SunAmerica January 1989 - January 1999
Education
University of California, Santa Barbara 1981 — 1985
B.A., Business Economics
UCLA 1999 - Present
SunAmerica January 1989 - January 1999
Education
University of California, Santa Barbara 1981 — 1985
B.A., Business Economics
Ned Muscavage, CRPS's SunAmerica Experience March 1999 - February 2003
Job Vice President at VALIC Independent Distribution
Industry Financial Services
Experience
VALIC Independent Distribution June 2009 - Present
AIG March 2003 - May 2009
AIG SunAmerica 2003 - 2009
SunAmerica March 1999 - February 2003
Skills
Wholesaling, Series 6, Annuity, Series 63, Retirement Solutions, Sales Presentations, Relationship Development, Retirement Planning, Mutual Funds, Series 7, 401k, Retirement, Investments, Wealth Management, Financial Services, Insurance, Financial Planning
Education
Strome College of Business 1984 — 1988
BSBA, Marketing/ Finance
VALIC Independent Distribution June 2009 - Present
AIG March 2003 - May 2009
AIG SunAmerica 2003 - 2009
SunAmerica March 1999 - February 2003
Skills
Wholesaling, Series 6, Annuity, Series 63, Retirement Solutions, Sales Presentations, Relationship Development, Retirement Planning, Mutual Funds, Series 7, 401k, Retirement, Investments, Wealth Management, Financial Services, Insurance, Financial Planning
Education
Strome College of Business 1984 — 1988
BSBA, Marketing/ Finance
Kaa Ong's SunAmerica Experience 2008 - 2009
Job Financial Systems Manager
Industry Entertainment
Experience
Warner Bros 2009 - Present
SunAmerica 2008 - 2009
Amgen Inc 2004 - 2007
Amgen 2001 - 2004
Amgen 1994 - 2001
Rantec Micorwave & Electronics 1990 - 1993
Skills
ERP, Internal Controls, SAP, Variance Analysis, Forecasting, Managerial Finance, Strategy, Accounting, Financial Modeling, SAP PS, Budgets
Education
University of South Alabama 1988 — 1989
Master, Business Administration
Southern Illinois University, Carbondale 1985 — 1987
Bachelors, Accounting
Warner Bros 2009 - Present
SunAmerica 2008 - 2009
Amgen Inc 2004 - 2007
Amgen 2001 - 2004
Amgen 1994 - 2001
Rantec Micorwave & Electronics 1990 - 1993
Skills
ERP, Internal Controls, SAP, Variance Analysis, Forecasting, Managerial Finance, Strategy, Accounting, Financial Modeling, SAP PS, Budgets
Education
University of South Alabama 1988 — 1989
Master, Business Administration
Southern Illinois University, Carbondale 1985 — 1987
Bachelors, Accounting
Kohar Aprahamian, MSLM's SunAmerica Experience June 1999 - October 1999
Job Sales and Management
Industry Pharmaceuticals
Experience
AstraZeneca December 1999 - Present
SunAmerica June 1999 - October 1999
Mervyns July 1998 - June 1999
Raffi J. Mesrobian, M.D. July 1993 - June 1998
Education
University of La Verne 2008 — 2010
MSLM, Organizastion Leadership and Management
USC 1993 — 1996
BA, Communication
AstraZeneca December 1999 - Present
SunAmerica June 1999 - October 1999
Mervyns July 1998 - June 1999
Raffi J. Mesrobian, M.D. July 1993 - June 1998
Education
University of La Verne 2008 — 2010
MSLM, Organizastion Leadership and Management
USC 1993 — 1996
BA, Communication
Quentin Anderson, MBA, CIMA's SunAmerica Experience 1995 - 2000
Job Senior Vice President at Calvert Investments
Industry Investment Management
Experience
Calvert Investments January 2015 - Present
FNEX May 2014 - December 2014
Eagle Asset Management 2005 - September 2013
Dreyfus 2004 - 2005
Evergreen Investments 2000 - 2004
SunAmerica 1995 - 2000
Merrill Lynch 1991 - 1995
European Basketball Leagues November 1986 - June 1991
National Basketball Association June 1985 - November 1986
Skills
Financial Advisory, Talent Management, Securities, Investment Management, Strategy, Private Equity, Series 63, Series 7, Investment Strategies, Alternative Investments, Asset Allocation, Separately Managed..., Investment Advisory, Investments, Mutual Funds, Series 65
Education
University of Pennsylvania - The Wharton School 2006 — 2007
CIMA
California State University-Long Beach - College of Business Administration 1989 — 1991
MBA
University of Alabama 1985 — 1987
BS/BA, Finance/Political Science
Texas Tech University 1981 — 1985
Finance/Political Science
Calvert Investments January 2015 - Present
FNEX May 2014 - December 2014
Eagle Asset Management 2005 - September 2013
Dreyfus 2004 - 2005
Evergreen Investments 2000 - 2004
SunAmerica 1995 - 2000
Merrill Lynch 1991 - 1995
European Basketball Leagues November 1986 - June 1991
National Basketball Association June 1985 - November 1986
Skills
Financial Advisory, Talent Management, Securities, Investment Management, Strategy, Private Equity, Series 63, Series 7, Investment Strategies, Alternative Investments, Asset Allocation, Separately Managed..., Investment Advisory, Investments, Mutual Funds, Series 65
Education
University of Pennsylvania - The Wharton School 2006 — 2007
CIMA
California State University-Long Beach - College of Business Administration 1989 — 1991
MBA
University of Alabama 1985 — 1987
BS/BA, Finance/Political Science
Texas Tech University 1981 — 1985
Finance/Political Science
Marla Campagna's SunAmerica Experience 1989 - Present
Job Vice President at AIG Global Investment Group
Industry Investment Banking
Experience
AIG Global Investment Group January 1989 - Present
SunAmerica 1989 - Present
Skills
Asset Managment
Education
University of Colorado Boulder
Bachlor of Arts, Music
AIG Global Investment Group January 1989 - Present
SunAmerica 1989 - Present
Skills
Asset Managment
Education
University of Colorado Boulder
Bachlor of Arts, Music
Colby Portell's SunAmerica Experience October 2007 - January 2009
Job Edward Jones
Industry Financial Services
Experience
Edward Jones October 2010 - Present
Bureau van Dijk February 2009 - December 2010
SunAmerica October 2007 - January 2009
Education
University of Missouri-Columbia
Edward Jones October 2010 - Present
Bureau van Dijk February 2009 - December 2010
SunAmerica October 2007 - January 2009
Education
University of Missouri-Columbia
Shelby Trinkino's SunAmerica Experience 1994 - 2001
Job Regional Sales Vice President at Metlife
Industry Financial Services
Experience
MetLife April 2007 - Present
Columbia Management 2004 - 2007
SunAmerica 1994 - 2001
MFS Investment Management 1984 - 1988
Education
Scripps College
Bachelor of Science, Political Science/Public Law
Scripps College
MetLife April 2007 - Present
Columbia Management 2004 - 2007
SunAmerica 1994 - 2001
MFS Investment Management 1984 - 1988
Education
Scripps College
Bachelor of Science, Political Science/Public Law
Scripps College
Daniel Subea's SunAmerica Experience January 2008 - Present
Job Fund Administration Supervisor at AIG SunAmerica
Industry Financial Services
Experience
SunAmerica January 2008 - Present
Bank of New York Mellon September 2007 - December 2007
AIM Investments February 1998 - August 2007
Education
University of Houston-Victoria 1994 — 1996
BBA, Accounting
SunAmerica January 2008 - Present
Bank of New York Mellon September 2007 - December 2007
AIM Investments February 1998 - August 2007
Education
University of Houston-Victoria 1994 — 1996
BBA, Accounting
Tom Kajioka's SunAmerica Experience 1992 - 1994
Job Sr Manager, Business Intelligence at DIRECTV
Industry Broadcast Media
Experience
DIRECTV May 2007 - Present
AMC Mortgage Services 2005 - 2007
ING Advisors Network 2002 - 2005
SunAmerica 1992 - 1994
Skills
SDLC, Business Intelligence, Business Analysis, Management, Requirements Analysis, Project Management, Vendor Management, Process Improvement, Leadership, Visio, Integration
Education
University of California, Los Angeles 1984 — 1990
BS, Electrical Engineering
University of California, Los Angeles
BS Electrical Engineering
DIRECTV May 2007 - Present
AMC Mortgage Services 2005 - 2007
ING Advisors Network 2002 - 2005
SunAmerica 1992 - 1994
Skills
SDLC, Business Intelligence, Business Analysis, Management, Requirements Analysis, Project Management, Vendor Management, Process Improvement, Leadership, Visio, Integration
Education
University of California, Los Angeles 1984 — 1990
BS, Electrical Engineering
University of California, Los Angeles
BS Electrical Engineering
Chad LaTour's SunAmerica Experience April 2009 - February 2010
Job Regional Manager at Lord, Abbett & Co. L.L.C.
Industry Financial Services
Experience
Lord, Abbett & Co. LLC August 2012 - Present
Lincoln Financial Distributors February 2010 - August 2012
SunAmerica April 2009 - February 2010
SunAmerica December 2000 - March 2009
Scudder Investments April 1999 - December 2000
Piper Jaffray 1995 - 1999
Skills
Mutual Funds, Fixed Annuities, Sales, Marketing, Series 7, Series 63, Retirement Planning, Securities, Investments, Asset Allocation, Asset Managment, Wealth Management, Retirement
Education
University of Minnesota Duluth 1990 — 1995
BBA, Marketing
University of Minnesota Duluth 1990 — 1995
BA, Economics
Lord, Abbett & Co. LLC August 2012 - Present
Lincoln Financial Distributors February 2010 - August 2012
SunAmerica April 2009 - February 2010
SunAmerica December 2000 - March 2009
Scudder Investments April 1999 - December 2000
Piper Jaffray 1995 - 1999
Skills
Mutual Funds, Fixed Annuities, Sales, Marketing, Series 7, Series 63, Retirement Planning, Securities, Investments, Asset Allocation, Asset Managment, Wealth Management, Retirement
Education
University of Minnesota Duluth 1990 — 1995
BBA, Marketing
University of Minnesota Duluth 1990 — 1995
BA, Economics
Jennifer Quade's SunAmerica Experience November 2004 - September 2011
Job Sr. Director Business Performance and Improvement at Aker Solutions
Industry Oil & Energy
Experience
Aker Solutions January 2014 - Present
Aker Solutions January 2013 - Present
Aker Solutions September 2011 - Present
SunAmerica November 2004 - September 2011
Roberts Markel, P.C. August 2003 - November 2004
Blockbuster April 2002 - July 2003
Arthur Andersen January 1999 - April 2002
Skills
Talent Management, Performance Management, Succession Planning, Workforce Planning, Employee Engagement, Leadership Development, Organizational..., Organizational..., Change Management, Strategy, Coaching, Organizational Design, Business Process...
Education
Texas A&M University - Mays Business School 1994 — 1998
BA, Human Resources
Aker Solutions January 2014 - Present
Aker Solutions January 2013 - Present
Aker Solutions September 2011 - Present
SunAmerica November 2004 - September 2011
Roberts Markel, P.C. August 2003 - November 2004
Blockbuster April 2002 - July 2003
Arthur Andersen January 1999 - April 2002
Skills
Talent Management, Performance Management, Succession Planning, Workforce Planning, Employee Engagement, Leadership Development, Organizational..., Organizational..., Change Management, Strategy, Coaching, Organizational Design, Business Process...
Education
Texas A&M University - Mays Business School 1994 — 1998
BA, Human Resources
Brian Stormont, CFP®'s SunAmerica Experience 2007 - 2009
Job Financial Planner at Insight Wealth Strategies
Industry Financial Services
Experience
Insight Wealth Strategies June 2012 - Present
Valic May 2010 - June 2012
Protective Life 2009 - 2010
SunAmerica 2007 - 2009
The Phoenix Companies 2005 - 2007
Skills
Retirement Planning, Insurance, Retirement, Investments, Fixed Annuities, Series 63, Series 6, Mutual Funds, Series 7, Wealth Management, 401k, Variable Annuities, Life Insurance
Education
University of Denver 1995 — 1999
BS/BA, Finance and Marketing
Insight Wealth Strategies June 2012 - Present
Valic May 2010 - June 2012
Protective Life 2009 - 2010
SunAmerica 2007 - 2009
The Phoenix Companies 2005 - 2007
Skills
Retirement Planning, Insurance, Retirement, Investments, Fixed Annuities, Series 63, Series 6, Mutual Funds, Series 7, Wealth Management, 401k, Variable Annuities, Life Insurance
Education
University of Denver 1995 — 1999
BS/BA, Finance and Marketing
Jeff Arnold's SunAmerica Experience October 2007 - April 2009
Job Regional Vice President (External Wholesaler) at AXA Distributors
Industry Financial Services
Experience
AXA Distributors February 2015 - Present
The Capital Group, LLC July 2014 - January 2015
Lincoln Financial Distributors June 2009 - July 2014
SunAmerica October 2007 - April 2009
RR Donnelley May 2002 - October 2007
Skills
Series 63, Fixed Annuities, Sales, Series 6, Life, Health and Long..., Life Insurance, Variable Annuities, Retirement Planning, Wholesale, Life, Sales Operations, Selling, Financial Advisory, Investments, New Business Development, Marketing, Separately Managed..., 401k, Series 7, Retirement
Education
Saint Leo University 1992 — 1995
Bachelor of Arts, Magna Cum Laude - English, Business Management
Southern Illinois University, Carbondale
AXA Distributors February 2015 - Present
The Capital Group, LLC July 2014 - January 2015
Lincoln Financial Distributors June 2009 - July 2014
SunAmerica October 2007 - April 2009
RR Donnelley May 2002 - October 2007
Skills
Series 63, Fixed Annuities, Sales, Series 6, Life, Health and Long..., Life Insurance, Variable Annuities, Retirement Planning, Wholesale, Life, Sales Operations, Selling, Financial Advisory, Investments, New Business Development, Marketing, Separately Managed..., 401k, Series 7, Retirement
Education
Saint Leo University 1992 — 1995
Bachelor of Arts, Magna Cum Laude - English, Business Management
Southern Illinois University, Carbondale
Frank Rehhaut's SunAmerica Experience 1997 - 2001
Job Director of Sales, Investments and Retirement Svcs
Industry Financial Services
Experience
Premier America Credit Union July 2015 - Present
BBVA Compass October 2011 - July 2015
JP Morgan Chase August 2009 - October 2011
WaMu Investments, Inc. (Washington Mutual) January 2009 - August 2009
Genworth Financial May 2007 - January 2009
WMFS 2005 - 2007
SunAmerica 1997 - 2001
AIG SunAmerica 1996 - 2001
Skills
Mutual Funds, Annuities, Series 7, Series 24, FINRA, CRC, Series 53
Education
University of Phoenix 2011 — 2012
Bachelor of Science (BS), Accounting and Business/Management
Premier America Credit Union July 2015 - Present
BBVA Compass October 2011 - July 2015
JP Morgan Chase August 2009 - October 2011
WaMu Investments, Inc. (Washington Mutual) January 2009 - August 2009
Genworth Financial May 2007 - January 2009
WMFS 2005 - 2007
SunAmerica 1997 - 2001
AIG SunAmerica 1996 - 2001
Skills
Mutual Funds, Annuities, Series 7, Series 24, FINRA, CRC, Series 53
Education
University of Phoenix 2011 — 2012
Bachelor of Science (BS), Accounting and Business/Management
Stephen Eastman's SunAmerica Experience August 2000 - Present
Job Manager, Sales Systems
Industry Insurance
Experience
SunAmerica August 2000 - Present
SunAmerica January 1999 - July 2000
SunAmerica October 1992 - December 1998
Education
University of California, Los Angeles 1989 — 1992
B.A., English
SunAmerica August 2000 - Present
SunAmerica January 1999 - July 2000
SunAmerica October 1992 - December 1998
Education
University of California, Los Angeles 1989 — 1992
B.A., English
Jim Lisko's SunAmerica Experience 1997 - 1998
Job Senior Vice President Portfolio Manager at Pacific Income Advisers
Industry Financial Services
Experience
Pacific Income Advisers May 2010 - Present
Grandview Capital Managemnt, LLC 1999 - Present
Papillon Partners 1998 - 1999
SunAmerica 1997 - 1998
JPBT Advisers, Inc. 1993 - 1996
Education
University of Miami - School of Business 1991 — 1992
MBA
The Ohio State University 1985 — 1989
BS, Finance
Pacific Income Advisers May 2010 - Present
Grandview Capital Managemnt, LLC 1999 - Present
Papillon Partners 1998 - 1999
SunAmerica 1997 - 1998
JPBT Advisers, Inc. 1993 - 1996
Education
University of Miami - School of Business 1991 — 1992
MBA
The Ohio State University 1985 — 1989
BS, Finance
Ronni McKinney's SunAmerica Experience May 2008 - Present
Job Senior Tax Accountant at SunAmerica
Industry Financial Services
Experience
SunAmerica May 2008 - Present
Arlington Clincial November 2001 - July 2007
Hill and McDonald, CPAs January 1988 - November 2001
Skills
Tax, Excel, Supervisory Skills
Education
TMCC 1989 — 1991
Accounting
Shasta College 1981 — 1983
Accounting
SunAmerica May 2008 - Present
Arlington Clincial November 2001 - July 2007
Hill and McDonald, CPAs January 1988 - November 2001
Skills
Tax, Excel, Supervisory Skills
Education
TMCC 1989 — 1991
Accounting
Shasta College 1981 — 1983
Accounting
Margaret Chih's SunAmerica Experience June 2009 - Present
Job Tax Manager at SunAmerica
Industry Insurance
Experience
SunAmerica June 2009 - Present
The Walt Disney Company November 2006 - June 2009
CB Richard Ellis June 1999 - March 2006
PricewaterhouseCoopers 1997 - 1999
Huges Electronics Corporation 1995 - 1997
Deloitte & Touche August 1990 - August 1995
Education
University of Southern California
MBT, Master of Business Taxation
SunAmerica June 2009 - Present
The Walt Disney Company November 2006 - June 2009
CB Richard Ellis June 1999 - March 2006
PricewaterhouseCoopers 1997 - 1999
Huges Electronics Corporation 1995 - 1997
Deloitte & Touche August 1990 - August 1995
Education
University of Southern California
MBT, Master of Business Taxation
Jami Clark's SunAmerica Experience January 1999 - December 2002
Job Experienced Human Resources Leader
Industry Human Resources
Experience
Target November 2005 - Present
Mervyn's/Target Corparation 2001 - 2005
SunAmerica January 1999 - December 2002
Education
San Diego State University-California State University 1991 — 1994
BA, English
Target November 2005 - Present
Mervyn's/Target Corparation 2001 - 2005
SunAmerica January 1999 - December 2002
Education
San Diego State University-California State University 1991 — 1994
BA, English
Marsha Zickfeld Day's SunAmerica Experience December 2006 - Present
Job Real Estate
Industry Real Estate
Experience
SunAmerica December 2006 - Present
JER Partners 1995 - 2006
Mortgage Investments Plus (MIP) November 1988 - October 1995
Arthur Andersen 1981 - 1988
Education
University of Southern California 1977 — 1981
BS, Accounting
SunAmerica December 2006 - Present
JER Partners 1995 - 2006
Mortgage Investments Plus (MIP) November 1988 - October 1995
Arthur Andersen 1981 - 1988
Education
University of Southern California 1977 — 1981
BS, Accounting
KIRK PEARCY's SunAmerica Experience November 2006 - April 2009
Job President/Owner at KP Directional Drilling
Industry Oil & Energy
Experience
KP Directional Drilling January 2012 - Present
Genworth Financial September 2009 - January 2012
SunAmerica November 2006 - April 2009
SunAmerica July 2003 - November 2006
Raymond James Financial September 2001 - July 2003
PLANCO May 1999 - July 2001
Skills
Sales, Fixed Annuities, Management, Territory Management, Marketing, Sales Force Development, Sales Operations, Business Development, Team Building, Strategic Planning, Investments, Account Management, Business Planning, Employee Benefits, Teamwork, Series 63, Due Diligence, Event Management, Selling, Sales Presentations, Customer Service, Leadership, Sales Management, New Business Development, Retirement, Executive Management, Risk Management, Series 6, Business Strategy, Long-term Care, Wholesale, Insurance, Financial Analysis, Strategy, Project Management, Finance, Strategic Financial..., Small Business, Forecasting, Budgets, CRM, Training, Marketing Strategy, Portfolio Management, Cold Calling, Variable Annuities, 401k, Securities, Life Insurance, Retirement Planning
Education
Texas Tech University 1983 — 1987
BBA, Management
University of Texas of the Permian Basin 1987 — 1989
BBA, Management
The Texas Education Agency
Education, Texas Teacher Certification All Level Special Education
Texas Education Agency
Certification of Management in School Business Administration, School Administration
KP Directional Drilling January 2012 - Present
Genworth Financial September 2009 - January 2012
SunAmerica November 2006 - April 2009
SunAmerica July 2003 - November 2006
Raymond James Financial September 2001 - July 2003
PLANCO May 1999 - July 2001
Skills
Sales, Fixed Annuities, Management, Territory Management, Marketing, Sales Force Development, Sales Operations, Business Development, Team Building, Strategic Planning, Investments, Account Management, Business Planning, Employee Benefits, Teamwork, Series 63, Due Diligence, Event Management, Selling, Sales Presentations, Customer Service, Leadership, Sales Management, New Business Development, Retirement, Executive Management, Risk Management, Series 6, Business Strategy, Long-term Care, Wholesale, Insurance, Financial Analysis, Strategy, Project Management, Finance, Strategic Financial..., Small Business, Forecasting, Budgets, CRM, Training, Marketing Strategy, Portfolio Management, Cold Calling, Variable Annuities, 401k, Securities, Life Insurance, Retirement Planning
Education
Texas Tech University 1983 — 1987
BBA, Management
University of Texas of the Permian Basin 1987 — 1989
BBA, Management
The Texas Education Agency
Education, Texas Teacher Certification All Level Special Education
Texas Education Agency
Certification of Management in School Business Administration, School Administration
Jim McCombs REALTOR®'s SunAmerica Experience 2000 - 2004
Job Berkshire Hathaway HomeServices
Industry Real Estate
Experience
Berkshire Hathaway HomeServices PenFed Realty Texas November 2014 - Present
Prudential Texas Properties June 2005 - November 2014
SunAmerica 2000 - 2004
Connecticut General Life 1982 - 1999
General Dynamics 1977 - 1981
Douglas Fir Plywood Association 1974 - 1976
General Dynamics 1956 - 1973
Skills
Real Estate, Negotiation, Marketing, First Time Home Buyers
Education
University of North Texas 1953 — 1956
BS, Industrial Arts
Texas Tech University 1952 — 1953
Arlington Heights High School 1950 — 1952
Berkshire Hathaway HomeServices PenFed Realty Texas November 2014 - Present
Prudential Texas Properties June 2005 - November 2014
SunAmerica 2000 - 2004
Connecticut General Life 1982 - 1999
General Dynamics 1977 - 1981
Douglas Fir Plywood Association 1974 - 1976
General Dynamics 1956 - 1973
Skills
Real Estate, Negotiation, Marketing, First Time Home Buyers
Education
University of North Texas 1953 — 1956
BS, Industrial Arts
Texas Tech University 1952 — 1953
Arlington Heights High School 1950 — 1952
Erica McGinley's SunAmerica Experience 2005 - 2009
Job Scheduler
Industry Financial Services
Experience
SunAmerica 2005 - 2009
Education
University of Arizona 2000 — 2004
BA, Communications
SunAmerica 2005 - 2009
Education
University of Arizona 2000 — 2004
BA, Communications
Andrew Cushnir's SunAmerica Experience 1998 - 2001
Job Executive Vice President and Chief Development Officer at The Jewish Federation of Greater Los Angeles
Industry Nonprofit Organization Management
Experience
The Jewish Federation of Greater Los Angeles January 2001 - Present
The Los Angeles Jewish Federation January 2004 - December 2014
SunAmerica 1998 - 2001
Manatt, Phelps & Phillips, LLP 1994 - 1998
Anti-Defamation League August 1988 - July 1990
Skills
Board Development, Philanthropy, Non-profits, Fundraising, Program Development, Volunteer Management, Community Outreach, Grants, Community Development, Non-profit..., Public Speaking, Public Policy, Community Organizing, Strategic Planning, Leadership Development, Program Evaluation, Politics
Education
University of California, Hastings College of the Law 1990 — 1993
JD
Coro 1987 — 1988
University of California, Los Angeles
BA, Poli Sci
University of California, Davis 1981 — 1983
The Jewish Federation of Greater Los Angeles January 2001 - Present
The Los Angeles Jewish Federation January 2004 - December 2014
SunAmerica 1998 - 2001
Manatt, Phelps & Phillips, LLP 1994 - 1998
Anti-Defamation League August 1988 - July 1990
Skills
Board Development, Philanthropy, Non-profits, Fundraising, Program Development, Volunteer Management, Community Outreach, Grants, Community Development, Non-profit..., Public Speaking, Public Policy, Community Organizing, Strategic Planning, Leadership Development, Program Evaluation, Politics
Education
University of California, Hastings College of the Law 1990 — 1993
JD
Coro 1987 — 1988
University of California, Los Angeles
BA, Poli Sci
University of California, Davis 1981 — 1983
John M. Morin CFS's SunAmerica Experience 2003 - 2009
Job Divisional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors February 2009 - Present
SunAmerica 2003 - 2009
AIG SunAmerica Retirement Markets, Inc. 2003 - 2009
Protective Life 2000 - 2003
John Hancock 1997 - 2000
Skills
Series 7, Series 6, Series 63, Retirement Planning, Separately Managed..., Mutual Funds, Retirement, 401k, Annuities, Wholesaling, Wealth Management, Investments, Variable Annuities, Financial Advisory, Insurance, Annuity, Asset Allocation, Securities
Education
Salve Regina University 1990 — 1994
BS, Marketing and Finance
Barnstable High School
Barnstable High School
Lincoln Financial Distributors February 2009 - Present
SunAmerica 2003 - 2009
AIG SunAmerica Retirement Markets, Inc. 2003 - 2009
Protective Life 2000 - 2003
John Hancock 1997 - 2000
Skills
Series 7, Series 6, Series 63, Retirement Planning, Separately Managed..., Mutual Funds, Retirement, 401k, Annuities, Wholesaling, Wealth Management, Investments, Variable Annuities, Financial Advisory, Insurance, Annuity, Asset Allocation, Securities
Education
Salve Regina University 1990 — 1994
BS, Marketing and Finance
Barnstable High School
Barnstable High School
Eileen Cheng's SunAmerica Experience February 2009 - May 2012
Job Senior Vice President, Chief Financial Officer at LF Illumination, LLC
Industry Financial Services
Experience
LF Illumination, LLC 2013 - Present
Energy Club 2012 - 2013
SunAmerica February 2009 - May 2012
Education
USC 1981 — 1983
MBA
LF Illumination, LLC 2013 - Present
Energy Club 2012 - 2013
SunAmerica February 2009 - May 2012
Education
USC 1981 — 1983
MBA
Dave Viale's SunAmerica Experience August 1989 - November 1998
Job Senior VP / Division Manager American Funds
Industry Investment Management
Experience
AmericanFunds June 2011 - Present
American Funds November 1998 - June 2011
SunAmerica August 1989 - November 1998
Education
Southern Methodist University 1986 — 1989
Finance
AmericanFunds June 2011 - Present
American Funds November 1998 - June 2011
SunAmerica August 1989 - November 1998
Education
Southern Methodist University 1986 — 1989
Finance
Patrick Cosmano's SunAmerica Experience 2005 - Present
Job VP, Divisional Sales Manager responsible for Edward Jones at AIG Financial Distributors
Industry Financial Services
Experience
AIG Financial Distributors January 2014 - Present
SunAmerica 2005 - Present
PLANCO 1999 - 2005
Hartford 1998 - 2005
Education
Saint Louis University 1988 — 1993
AIG Financial Distributors January 2014 - Present
SunAmerica 2005 - Present
PLANCO 1999 - 2005
Hartford 1998 - 2005
Education
Saint Louis University 1988 — 1993
Katherine Chang's SunAmerica Experience 2007 - 2009
Job Production Manager at DKP Designs, Inc.
Industry Luxury Goods & Jewelry
Experience
DKP Designs, Inc. May 2015 - Present
SAGE Publications March 2015 - May 2015
SAGE Publications April 2013 - March 2015
SAGE Publications May 2012 - April 2013
M6 Fitness 2011 - 2012
Peate Ventures, VidaCoco.com 2010 - 2011
Disney Consumer Products, The Walt Disney Company 2009 - 2010
SunAmerica 2007 - 2009
Skills
Marketing, Social Media, Marketing Strategy, Strategy
Education
University of California, Los Angeles 2003 — 2007
BA, International Development Studies
DKP Designs, Inc. May 2015 - Present
SAGE Publications March 2015 - May 2015
SAGE Publications April 2013 - March 2015
SAGE Publications May 2012 - April 2013
M6 Fitness 2011 - 2012
Peate Ventures, VidaCoco.com 2010 - 2011
Disney Consumer Products, The Walt Disney Company 2009 - 2010
SunAmerica 2007 - 2009
Skills
Marketing, Social Media, Marketing Strategy, Strategy
Education
University of California, Los Angeles 2003 — 2007
BA, International Development Studies
Daniel Elliottt's SunAmerica Experience April 2003 - May 2013
Job Licensed Real Estate Professional
Industry Real Estate
Experience
SunAmerica April 2003 - May 2013
Bloomingdale's September 1996 - January 2001
Skills
Public Speaking, Outlook, Administrative..., Social Media, Recruiting, Microsoft Word, Event Planning, Microsoft Office, Microsoft Excel, Access, Customer Service, Data Entry, PowerPoint, Sales, Training
Education
Santa Monica College
SunAmerica April 2003 - May 2013
Bloomingdale's September 1996 - January 2001
Skills
Public Speaking, Outlook, Administrative..., Social Media, Recruiting, Microsoft Word, Event Planning, Microsoft Office, Microsoft Excel, Access, Customer Service, Data Entry, PowerPoint, Sales, Training
Education
Santa Monica College
Kathryn Pearce's SunAmerica Experience May 2000 - December 2007
Job Director Mutual Fund Accounting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2008 - March 2013
SunAmerica May 2000 - December 2007
VALIC September 1996 - May 2000
Skills
Investments, Financial Reporting, Accounting, Equities, Fixed Income, Mutual Funds, Fund Administration, Account Reconciliation, Valuation, Management, Funding
Education
University of Houston-Downtown 1988 — 1993
Bachelor of Arts (B.A.), Accounting
Fidelity Investments January 2008 - March 2013
SunAmerica May 2000 - December 2007
VALIC September 1996 - May 2000
Skills
Investments, Financial Reporting, Accounting, Equities, Fixed Income, Mutual Funds, Fund Administration, Account Reconciliation, Valuation, Management, Funding
Education
University of Houston-Downtown 1988 — 1993
Bachelor of Arts (B.A.), Accounting
Todd Bridges's SunAmerica Experience 1998 - 2001
Job Experienced Human Resources and Finance Professional
Industry Human Resources
Experience
Neoconix, Inc January 2010 - Present
Pacific Pulmonary Services October 2008 - September 2009
Blue Shield of California April 2008 - October 2008
Tenet Healthcare September 2006 - February 2008
Water and Power Community Credit Union 2004 - 2005
State Street Bank 1988 - 2003
SunAmerica 1998 - 2001
Zurich Scudder Investments 1993 - 1997
Education
University of Houston
Bachelors in Business Administraton, Accounting
Neoconix, Inc January 2010 - Present
Pacific Pulmonary Services October 2008 - September 2009
Blue Shield of California April 2008 - October 2008
Tenet Healthcare September 2006 - February 2008
Water and Power Community Credit Union 2004 - 2005
State Street Bank 1988 - 2003
SunAmerica 1998 - 2001
Zurich Scudder Investments 1993 - 1997
Education
University of Houston
Bachelors in Business Administraton, Accounting
Kimberlee Peckham's SunAmerica Experience December 2008 - November 2010
Job Tax Professional
Industry Accounting
Experience
Breedlove & Associates April 2011 - May 2012
Moss Adams LLP November 2010 - February 2011
SunAmerica December 2008 - November 2010
Party Blitz July 2007 - December 2009
Skills
Microsoft Office, Financial Analysis
Education
University of Hawaii at Manoa 2003 — 2007
BA, Business Management
Breedlove & Associates April 2011 - May 2012
Moss Adams LLP November 2010 - February 2011
SunAmerica December 2008 - November 2010
Party Blitz July 2007 - December 2009
Skills
Microsoft Office, Financial Analysis
Education
University of Hawaii at Manoa 2003 — 2007
BA, Business Management
Brady Gallagher's SunAmerica Experience July 2002 - January 2004
Job Senior Regional Vice President, Griffin Capital Securities
Industry Financial Services
Experience
Griffin Capital Securities January 2012 - Present
Grubb & Ellis Capital Corp March 2004 - January 2012
SunAmerica July 2002 - January 2004
Education
University of California, Santa Barbara 1997 — 2000
BS, Political Science
Griffin Capital Securities January 2012 - Present
Grubb & Ellis Capital Corp March 2004 - January 2012
SunAmerica July 2002 - January 2004
Education
University of California, Santa Barbara 1997 — 2000
BS, Political Science
Greg Skutnik's SunAmerica Experience 1989 - 1993
Job Assistant Vice President at US Bank
Industry Banking
Experience
US Bank February 2002 - Present
SunAmerica 1989 - 1993
Skills
Banking, Retail Banking, Municipal Bonds, Corporate Trust, Legal Documents
Education
Thunderbird School of Global Management 1984 — 1984
Master, International Management
University of Southern California 1979 — 1983
Bachelor of Arts, International Relations
US Bank February 2002 - Present
SunAmerica 1989 - 1993
Skills
Banking, Retail Banking, Municipal Bonds, Corporate Trust, Legal Documents
Education
Thunderbird School of Global Management 1984 — 1984
Master, International Management
University of Southern California 1979 — 1983
Bachelor of Arts, International Relations
Darlene Benson's SunAmerica Experience November 2005 - Present
Job Financial Systems Analyst with over 10 years SAP experience
Industry Financial Services
Experience
AIG March 2008 - Present
SunAmerica November 2005 - Present
Domestic Life Company September 2007 - February 2008
RCG Global Services November 2005 - February 2008
AIG Retirement Services November 2005 - April 2007
SourceNet Solutions, Inc July 1999 - August 2002
Skills
SAP R/3, SAP, Business Intelligence, SAP FICO, Business Objects, SAP FI, SAP BI
Education
University of Houston 1992 — 1996
Bachelors of Business Administration, Finance
University of Houston - Central Campus 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
AIG March 2008 - Present
SunAmerica November 2005 - Present
Domestic Life Company September 2007 - February 2008
RCG Global Services November 2005 - February 2008
AIG Retirement Services November 2005 - April 2007
SourceNet Solutions, Inc July 1999 - August 2002
Skills
SAP R/3, SAP, Business Intelligence, SAP FICO, Business Objects, SAP FI, SAP BI
Education
University of Houston 1992 — 1996
Bachelors of Business Administration, Finance
University of Houston - Central Campus 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Cohen Frederick's SunAmerica Experience April 2009 - Present
Job Manger at SunAmerica
Industry Financial Services
Experience
SunAmerica April 2009 - Present
Swiss Reinsurance Company 2004 - 2009
Ernst & Young (formerly Ernst & Whinney) 1984 - 1989
Skills
Insurance, Annuities
Education
San Diego State University-California State University 1978 — 1980
Bachelor of Science (BS), Accounting
SUNY Oswego 1975 — 1978
Psychology
SunAmerica April 2009 - Present
Swiss Reinsurance Company 2004 - 2009
Ernst & Young (formerly Ernst & Whinney) 1984 - 1989
Skills
Insurance, Annuities
Education
San Diego State University-California State University 1978 — 1980
Bachelor of Science (BS), Accounting
SUNY Oswego 1975 — 1978
Psychology
Patchen Uchiyama's SunAmerica Experience 2007 - Present
Job VP, Business Analysis and Financial Reporting at AIG SunAmerica
Industry Financial Services
Experience
SunAmerica 2007 - Present
Blue Shield of California 2005 - 2007
Health Net Inc 1999 - 2005
Kinko's Corporate 1997 - 1999
IBM 1995 - 1997
Skills
Analysis, Essbase, Business Planning, Financial Analysis, Financial Reporting, Strategic Financial..., Strategy, Financial Modeling, Corporate Finance, Business Analysis, Valuation, Finance, Managerial Finance, Due Diligence, Sarbanes-Oxley Act
Education
UC Santa Cruz
Bachelor, Economics
SunAmerica 2007 - Present
Blue Shield of California 2005 - 2007
Health Net Inc 1999 - 2005
Kinko's Corporate 1997 - 1999
IBM 1995 - 1997
Skills
Analysis, Essbase, Business Planning, Financial Analysis, Financial Reporting, Strategic Financial..., Strategy, Financial Modeling, Corporate Finance, Business Analysis, Valuation, Finance, Managerial Finance, Due Diligence, Sarbanes-Oxley Act
Education
UC Santa Cruz
Bachelor, Economics
Shawn Loring, Esq.'s SunAmerica Experience October 1998 - June 2003
Job CEO at Generations Financial Services
Industry Financial Services
Experience
McClendon and Loring, Attorneys at Law, PLLC November 2012 - Present
Generations Financial Services September 2003 - Present
SunAmerica October 1998 - June 2003
Education
Southwestern University School of Law 2006 — 2010
Doctor of Law (J.D.)
UCLA 1994 — 1998
Bachelor of Science (B.S.), International Economics
McClendon and Loring, Attorneys at Law, PLLC November 2012 - Present
Generations Financial Services September 2003 - Present
SunAmerica October 1998 - June 2003
Education
Southwestern University School of Law 2006 — 2010
Doctor of Law (J.D.)
UCLA 1994 — 1998
Bachelor of Science (B.S.), International Economics
Colleen Finnegan's SunAmerica Experience September 2007 - Present
Job Regional Marketing Specialist at SunAmerica
Industry Financial Services
Experience
SunAmerica September 2007 - Present
Altura Credit Union April 2002 - September 2007
Skills
Series 63, Series 6, Retirement Planning
Education
UC Riverside 2001 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
SunAmerica September 2007 - Present
Altura Credit Union April 2002 - September 2007
Skills
Series 63, Series 6, Retirement Planning
Education
UC Riverside 2001 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
Heidi Heuer's SunAmerica Experience 2011 - 2012
Job Environmental, Health & Safety Technician
Industry Paper & Forest Products
Experience
SunAmerica 2011 - 2012
Skills
Continuous Improvement, Lean Manufacturing, Manufacturing, Microsoft Office, Management
Education
Stark State College of Technology 2013 — 2015
Associate’s Degree, Environmental, Health & Safety Technology, A-3.475
SunAmerica 2011 - 2012
Skills
Continuous Improvement, Lean Manufacturing, Manufacturing, Microsoft Office, Management
Education
Stark State College of Technology 2013 — 2015
Associate’s Degree, Environmental, Health & Safety Technology, A-3.475
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO