Experience
LPL Financial  July 2012 - Present
SunAmerica Financial Group   March 2012 - July 2012
LPL  July 2008 - March 2012
John Hancock  September 2006 - July 2008

Skills
Series 6, Series 65, Series 63, Asset Management, Financial Planning, Insurance, Retirement Planning, Brokers, Strategic Planning, Asset Managment, Series 7

Education
The University of Connecticut   2003 — 2006
Bachelor's degree, Sociology and Business Administration

Springfield College   2002 — 2003

Experience
TelePacific Communications  February 2015 - Present
TelePacific Communications  June 2014 - February 2015
AIG  February 2013 - June 2014
AIG  March 2012 - February 2013
SunAmerica Financial Group   July 2011 - March 2012
Farmers Insurance Group  July 2008 - July 2011
Farmers Insurance Group  August 2006 - July 2008
The Venetian Casino and Resort Las Vegas   December 2004 - December 2005
MGM Grand Hotel and Casino  2003 - 2004
Washington Mutual  2003 - 2003

Skills
Talent Acquisition, Applicant Tracking..., Sourcing, Recruiting, Workforce Planning, Performance Reporting, Analytics, Management, Screening, Internet Recruiting, Program Management, SDLC, Vendor Management, Interviews, Team Leadership, Project Management, Onboarding, Human Resources, Hiring, Team Management, Strategy, Leadership, Temporary Staffing, Networking, Analysis, Performance Management, College Recruiting, Strategic HR, Training, Consulting, HRIS

Education
California Lutheran University   1992 — 1995
B.A., Business Administraition, emphasis in Human Resources Management

Moorpark College   1991 — 1992
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Experience
Isagenix  March 2015 - Present
Epiphany Lutheran Church  January 2000 - Present
Isagenix  November 2014 - March 2015
Grand Canyon University  February 2014 - November 2014
Arizona Venture Partnership   February 2013 - July 2013
Copperstar Repertory Company   November 2010 - May 2013
Apollo Group  September 1995 - January 1999
SunAmerica  September 1994 - September 1995
University of Phoenix  January 1991 - September 1994
SunAmerica Financial Group   September 1983 - December 1990

Skills
Process Improvement, Project Management, Editing, Customer Service, Technical Support, Technical Documentation, Business Analysis, Communication, Community Outreach, Social Media, Training, Analysis, Leadership, Databases, Team Leadership

Education
Chandler/Gilbert Community College   2011 — 2013
Spanish Language and Literature, A

University of Phoenix   1991 — 1995
BSBA, Business

Arizona State University   1982 — 1988
BS Computer Information Systems, Computers

Experience
Golin  April 2015 - Present
Golin  July 2013 - April 2015
SW PR Shop   September 2011 - July 2013
SunAmerica Financial Group   February 2011 - May 2011
Syndicate Media Group  August 2010 - May 2011
Slate PR  January 2010 - May 2010
PMK/HBH  August 2009 - December 2009

Skills
Cision, Facebook, Press Releases, Publicity, Media Relations, Public Relations, Blogging, Social Media, Social Media Marketing, Event Planning, Strategic Communications, Social Networking, Press Kits, Marketing Communications, Event Management, Research, Public Speaking, Tumblr

Education
University of Southern California   2007 — 2011
Public Relations

Experience
PineBridge Investments  2010 - Present
AIG  2004 - 2010
SunAmerica Financial Group   1999 - 2004
Transamerica  1996 - 1998

Skills
Investments, CLO Analysis, Account Reconciliation, Fixed Income, Alternative Investments, Asset Management, Securities, Valuation Modeling, Financial Modeling, Financial Accounting

Education
California State University-Los Angeles
Master of Business Administration (M.B.A.), Finance and Financial Management Services

University of California, Los Angeles
Bachelor's Degree, Economics

Experience
Imperial PFS  February 2010 - Present
AIG  October 1999 - February 2010
SunAmerica Financial Group   October 1981 - October 1999

Skills
Account Management, New Business Development, Cold Calling, Marketing, Sales Process, Customer Service, CRM, Selling, Insurance, Management, Sales Operations, Customer Satisfaction

Education
City College of San Francisco
Associate's Degree, Business Administration and Management, General

northgate

Experience
Deutsche Bank  November 2013 - Present
ProShare Advisors, LLC  July 2008 - November 2013
State Street  July 2005 - August 2008
Merrill Lynch  March 2003 - June 2005
Barclays Global Investors  June 2000 - July 2003
Prudential Financial  April 1999 - July 2000
ING  1995 - 1998
SunAmerica Financial Group   April 1992 - June 1995

Skills
Alternative Investments, ETFs, Mutual Funds, Investments, Asset Management, Asset Allocation, Wealth Management, Hedge Funds, Investment Advisory, Financial Markets, Asset Managment, Financial Services, New Business Development, Insurance, Capital Markets, Finance, Management

Education
School of Hard Knocks   1966 — 2019
Seeking Knowledge, Wisdom, & Understanding, Psychology with Minor in Pleasant Persistence, Never Quits

University of Pennsylvania - The Wharton School   2002 — 2002
CIMA, Investment Management Analysis

Orange County   1985 — 1987
AS, Business, Marketing

Experience
Orange Distributors representing Voya Financial   February 2014 - Present
Orange County based Real Estate Investment Trust   February 2013 - February 2014
SunAmerica Financial Group   March 2012 - November 2012
Sun Life Financial  March 2008 - March 2012
Signature Financial Partners, LLC a member of John Hancock Financial Network  May 2007 - March 2008

Skills
Sales Process, Market Planning, Plan Execution, Wholesaling, Business Analysis, Project Implementation, Territory Planning, Territory Analysis, Client Segmentation, internal sales, Personal Branding, Sales Presentations, Presentation Development, Mutual Funds, Microsoft Office, Siebel, Business Planning, Relationship Development, Client Relationship..., External Relationships, Business Relationship..., Relationship Cultivation, Financial Sales, Financial Markets, Variable Annuity..., Fixed Annuities, Sales Operations, ETFs, Wholesale, Investments, Insurance, Financial Services, Analysis, Retirement, Sales, Retirement Planning, Series 6

Education
Loyola College in Maryland   2003 — 2007
BBA, Business Administration and Finance

Boston College HIgh School   1999 — 2003

Experience
AIG  August 2014 - May 2015
SunAmerica Financial Group   August 2014 - May 2015
MDR Pharmaceuticals, a Specialty Compounding Mail-Order Pharmacy   January 2013 - August 2014
Seesmart   November 2012 - November 2012
Deluxe Entertainment Services Group  October 2012 - October 2012
Riot Games  September 2012 - September 2012
Aptium Oncology [from 1998 to 2011-progressive job roles over almost 14 years]   September 2005 - December 2011
Aptium Oncology  1998 - August 2005
American Golf Corporation  1997 - 1998
Corbis  1994 - 1997

Skills
Enterprise Risk..., Internal Audit, Compliance, Accounting, Auditing, SOX, Change Management, Business Performance..., Operational Risk, Change Process, Finance Director, Internal Controls, Sarbanes-Oxley Act, SAP, Epicor, Management, Revenue Cycle, Access, Payroll, Financial Reporting, Budgets, Governance, Accounts Payable, Finance, HIPAA, Financial Risk, Risk Management, Risk Assessment, Process Improvement, Analysis, Strategic Planning, Financial Analysis, Managerial Finance, Strategy, Leadership, Consulting, Consolidation, Business Process..., Financial Accounting, Management Consulting

Education
Stanford University   2011 — 2014

University of Nevada Las Vegas   1990 — 1992
Bachelor's degree

Brigham Young University   1988 — 1990

Experience
Sisters Academy of Baltimore   November 2013 - Present
Montgomery Methodist Childrens' Center   October 2000 - May 2007
Lockheed Martin  1994 - 1996
SunAmerica Financial Group   April 1992 - June 1994
IBM  November 1989 - October 1991
IBM  March 1986 - November 1989
IBM  June 1982 - March 1986

Skills
Computer Programming, Application Lifecycle..., Financial Modeling, COBOL, COBOLII, JOVIAL, Database Administration, QuickBooks, Bookkeeping, Microsoft Excel, PowerPoint development, Project Coordination, Project Management, Software Development, Software Documentation, Quicken, Outlook, MVS, Microsoft Office, Microsoft Word, Project Planning, Access

Education
Washington Theological Union   2006 — 2012
Master's degree, Theology/Theological Studies

USC   1988 — 1990
Master of Science (M.S.), Information Systems Management

College of Notre Dame of Maryland   1978 — 1982
Bachelor of Arts (BA), Mathematics and Computer Science

Experience
Private Consulting  2013 - Present
SunAmerica Financial Group   1999 - 2013
The Argonaut Newspaper   1993 - 1998
Various  1984 - 1992

Education
Purdue University
Bachelor of Science (B.S.), Mathematics

California State University-Long Beach
Teacher Certification

Experience
ELS Educational Services, Inc  January 2014 - Present
Columbia West College   January 2014 - December 2014
SunAmerica Financial Group   August 1998 - December 2012

Skills
Fixed Annuities, Variable Annuities, IRAs, 403 b, Teaching, Business English, Customer Service, Insurance, ESL, English

Education
California State Polytechnic University-Pomona
Bachelor's degree, International Business, Financial Analysis

Pasadena City College
Associate of Arts (A.A.), Music, Business

Experience
First Federal of Lakewood  January 2012 - Present
PNC Mortgage  September 2007 - January 2012
National City Mortgage  August 1999 - April 2009
Fifth Third Bank  2007 - 2008
Berry Funeral Home   1994 - 1995
Charter One Bank  1984 - 1993
SunAmerica Financial Group   1977 - 1984

Education
Cleveland State University
BS, Accounting

Vallley Forge

Experience
CBRE  June 2013 - August 2013
Sterne Agee  June 2012 - August 2012
Pettee Investors, Inc.   May 2011 - August 2011
SunAmerica Financial Group   June 2010 - August 2010

Skills
Equities, Financial Modeling, Portfolio Management, Fixed Income, Investments, Bloomberg, Capital Markets, Financial Analysis, Valuation, Securities, Investment Banking, Equity Research, Hedge Funds, Wealth Management, Asset Management, Corporate Finance, Alternative Investments, Mutual Funds, Microsoft Excel, Microsoft Office

Education
Georgetown University   2013 — 2014
Master's Degree, Real Estate Finance

Georgetown University   2009 — 2013
Bachelor's Degree, Finance

Experience
Dimensional Fund Advisors  May 2015 - August 2015
Guggenheim Partners  June 2014 - July 2014
PIMCO  November 2010 - April 2013
PIMCO  June 2008 - November 2010
Colony Capital, LLC  March 2007 - April 2008
SunAmerica Financial Group   February 2006 - March 2007
UCLA Anderson School of Management  September 2005 - February 2006
Merrill Lynch  June 2005 - September 2005

Skills
Private Equity, Fixed Income, Strategy, Portfolio Management, Investments, Investment Strategies, Investment Management, Entrepreneurship, Strategic Partnerships, Equities, Finance, Due Diligence, Valuation, Mutual Funds, Bloomberg, Financial Analysis

Education
Cornell University - Johnson Graduate School of Management   2014 — 2016
Master of Business Administration (MBA), Capital Markets and Asset Management (CMAM)

University of California, Los Angeles   2004 — 2008
B.A., Economics

Rancho Cucamonga High School   2000 — 2004
High School Diploma, 4.52/4.00

Experience
Strategic Leadership   September 2013 - Present
Strategic Leadership   2013 - Present
SunAmerica Financial Group   1996 - 2013
Minute Maid Company   April 1992 - February 1996

Skills
Talent Acquisition, Performance Management, Succession Planning, Talent Management, Coaching, Team Building, Program Management, Workshop Facilitation, Management Curriculum..., Diversity and Inclusion..., Vendor Selection and..., Leadership, Change Management, Instructional Design, Leadership Development, Human Resources, College Recruiting, Employee Engagement, Training, Strategy, Management, Organizational Design, Interviews, Training Delivery, Employee Training, Workforce Planning, Onboarding, Diversity & Inclusion, Organizational..., Employee Relations, Management Development, Organizational..., Applicant Tracking..., Employee Benefits, Policy, Deferred Compensation, Strategic Planning, New Hire Orientations, Hiring, Career Development, Consulting

Education
Teachers College of Columbia University
M.A., Teaching of English and Adult Education

Experience
Wells Fargo Advisors  January 2015 - Present
Ameriprise Financial Services, Inc.   1997 - January 2015
SunAmerica Financial Group   June 1996 - September 1997
Coast Federal Bank  1994 - 1996

Skills
Finance, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Financial Advisory, Financial Goals, Financial Services, Financial Analysis, Securities, Retirement, Investment Strategies, Alternative Investments, Tax Investment Planning, Investment Planning

Education
Loyola Marymount University, College of Business Administration
BBA, Management

University of California, Berkeley   1984 — 1985

Loyola High School   1980 — 1984

UCLA Extension
Accounting

Experience
Axiom  April 2014 - November 2014
Guardian Life  November 2013 - April 2014
SunAmerica Financial Group   February 2008 - September 2013
Cohen & Steers  2003 - 2007

Skills
Securities, Mutual Funds, Investment Advisory, Corporate Governance, Board Governance, Investment Management, Securities Regulation, FINRA, Corporate Law

Education
Fordham University School of Law   1994 — 1997
J.D.

Princeton University   1989 — 1993
A.B., Economics

Experience
BlackRock  September 2013 - Present
Delaware Investments, a member of the Macquarie Group  June 2012 - September 2013
AEGON  December 2007 - June 2009
Pacific Life  November 2006 - December 2007
SunAmerica Financial Group   April 2005 - April 2006
Lincoln Financial Distributors  September 2001 - April 2005
Commerce Capital Markets  February 2000 - September 2001

Skills
Business Development, Customer Service, Sales Management, CRM, Lead Generation, Start-ups, Cold Calling, Sales, Sales Operations, Management, Marketing, Insurance, Team Leadership, Financial Services, Investments, Marketing Communications

Education
Muhlenberg College
Bachelor of Arts (B.A.), Economics

The Hill School

Experience
SunAmerica Financial Group   May 2012 - Present
The Hartford  January 2012 - May 2012
Sun Life Financial  June 2006 - January 2012
Wachovia, A Wells Fargo Company  August 1999 - June 2006
First Union National Bank  January 1998 - August 1999
Signet Bank  January 1997 - January 1998

Skills
Public Speaking, Seminars, Retirement Planning, Group Presentations, Annuities, Wholesaling, Retirement, Annuity, Sales, Fixed Annuities, Financial Advisory, Series 7, Wholesale, Financial Services

Education
The University of Montana   1989 — 1992
BS, Business Finance

Experience
Allstate  August 2012 - Present
Allstate  May 2010 - August 2012
SunAmerica Financial Group   January 2007 - April 2010
American General Life Companies  2007 - 2010
BELMAN KLEIN ASSOCIATES, Ltd   January 2006 - June 2007
MassMutual Financial Group  September 2003 - January 2006
MassMutual  2003 - 2005
NMS COMMUNICATIONS, INC   January 1999 - January 2001
FIRST SOURCE, INC   January 1996 - January 1999

Skills
Strategy, Strategic Planning, Leadership, Business Strategy, Process Improvement, Management, New Business Development, Strategic Communications, Marketing, Corporate Communications, Media Relations, Entrepreneurship, Insurance, Business Development, Team Leadership, Organizational..., Change Management

Education
Massachusetts Institute of Technology - Sloan School of Management   2001 — 2003
MBA, Business

Boston University   1988 — 1993
BA/BM, English Literature/Music

Experience
Saint Joseph's University  July 2013 - Present
Saint Joseph's University  February 2012 - July 2013
SunAmerica Financial Group   November 2005 - January 2012
Lincoln Financial Group  October 1998 - October 2005

Skills
Retirement, Investments, Mutual Funds, Sales, Business Relationship..., Sponsorship, Professional Network, Series 63, Sales Management, Relationship Management, New Business Development, Social Media Marketing, Event Planning, Business Planning, Sales Presentations, Strategy, Fundraising, Marketing Communications, Wholesale, Alternative Investments, Financial Services, Fixed Annuities, Community Outreach, Educational Outreach, Retirement Planning, Social Media

Education
Saint Joseph's University - Erivan K. Haub School of Business   2002 — 2007
MBA

Saint Joseph's University   1994 — 1998
BS

LaSalle College High School   1990 — 1994

Experience
East Bay SPCA  June 2014 - May 2015
Brandman University - Chapman University System  January 2013 - January 2014
Brandman University-Chapman University System  June 2010 - January 2014
Chapman University  January 2009 - June 2010
Chapman University  May 2006 - January 2009
Marcus and Millichap  2001 - 2006
SunAmerica Financial Group   1999 - 2000
University of Southern California  1992 - 1998

Skills
Community Outreach, Event Planning, Public Relations, Press Releases, Public Speaking, Social Media, Fundraising, Media Relations, Strategic Communications, Social Media Marketing, Non-profits, Editing, Social Networking, Research, Marketing Communications, Newsletters, Facebook, Grant Writing, Organizational..., Student Affairs, Staff Development, Higher Education, Program Development, Teaching, Leadership, Leadership Development, Corporate Communications, Nonprofits, Adult Education, Strategic Planning, Program Management, Volunteer Management, Management, Community Development, Blogging, Event Management, Copywriting, Copy Editing, Creative Writing, Internal Communications, Journalism, Publicity, Crisis Communications, Proposal Writing, Grants, Speech Writing, Social Media Outreach, Publications, Proofreading, Admissions

Education
Hunter College
BA, Political Science

Lewis & Clark College

University of Southern California
Masters in Professional Writing (MPW), Professional Writing

Experience
Evershore Financial Group  September 2013 - Present
SunAmerica Financial Group   January 2012 - August 2013
Sun Life Financial  January 2010 - January 2012
John Hancock Life Insurance Company (U.S.A.)   June 2004 - December 2009

Skills
Wealth Management, Finance, Retirement Savings, Retirement Strategies, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Strategies..., Annuities, College Savings Plans, Financial Services, Investments

Education
Franklin & Marshall College   2000 — 2004
Business

Experience
SunAmerica Financial Group   January 2012 - June 2013

Skills
Access, Microsoft Office, Microsoft Excel, Visio, PowerPoint

Education
University of Southern California   2006 — 2010
Bachelor of Science (B.S.), Public Policy, Planning, and Management (Real Estate Development)

Experience
Piedmont Capital Distributors, LLC   June 2014 - Present
Realty Capital Securities  August 2011 - February 2012
John Hancock Financial Services  March 2000 - October 2010
SunAmerica Financial Group   September 1999 - March 2000
Evergreen Asset Management  May 1996 - September 1999
Wood Logan Associates ( A Manulife Financial Corporation)   July 1990 - May 1996
Wood Logan Associates  May 1989 - July 1990
Wood Logan Associates  November 1987 - May 1989

Skills
Securities, Wealth Management, Fixed Annuities, Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Series 63, Retirement, Fusion Group..., Graduate of "Strategic..., Series 6, Series 65,..., Variable Annuities, Financial Services, Life Insurance, Separately Managed..., 529 Plans, Asset Management, Series 65, 401k, yacht Racing, FINRA, ETFs, Series 24, Series 6, Portfolio Management, Investment Strategies, Investment Management, Investment Advisory, Investments, Financial Advisory, Estate Planning, Finance, Financial Planners, Strategic Financial..., Insurance, Management, Sales, Marketing, Equities, Relationship Management, Fixed Income, Risk Management, Financial Analysis, Start-ups, Leadership, Consulting, Financial Planning

Education
Manhattanville College   1983 — 1987
Bachelor of Science (BS), Political Economy

Experience
Zeiberg Consulting   February 1999 - Present
PaineWebber  March 1997 - February 1999
The Forum Corporation  February 1993 - February 1997
UCLA  August 1991 - February 1993
SunAmerica Financial Group   October 1990 - January 1993
The Harlan Company   August 1989 - October 1990
New York Institute of Technology  September 1989 - May 1990
Accenture  July 1988 - August 1989
Fidelity Investments  September 1986 - March 1988
ABC Television  1983 - 1984

Skills
Performance Consulting, Instructional Design, Talent Management, Leadership Development, Blended Learning..., Learning Portals, Client Service..., Management Development, Learning Strategy, Performance Management, Learning Environment, Blended Learning, Project Management, Training, Strategy, Performance Improvement, Strategic Planning, Management, Change Management, Organizational..., Employee Training, Succession Planning, Needs Analysis, Human Resources, Program Management, Consulting, Organizational..., Culture Change, E-Learning, Workshop Facilitation, Corporate Training, Leadership, Management Consulting, Onboarding

Education
Ithaca College
B.S., Instructional Design

Boston University
Master of Education (M.Ed.), Human Resources Learning & Development

Ramapo High School

Experience
Kohl's Department Stores  September 2014 - Present
Aleev/C5 Wireless Accessories   2012 - 2013
SunAmerica Financial Group   May 2011 - September 2012
Verizon Wireless Retailer   November 2010 - May 2011
Valero Energy Corporation  April 2007 - May 2010

Skills
Tech Savvy, Marketing/Web Design..., Windows and Mac O/S ..., Strong public relation,..., Ability to organize..., Time management skills..., Sales, Sales Management, Management, Technical Support, Customer Service, Web Design, Recruiting, Marketing, Call Centers, Troubleshooting

Education
Argosy University Dallas   2013 — 2017
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies

Amarillo College

Midland College

Experience
Bank of America  June 2014 - Present
St. Stephen Preschool   September 2008 - June 2014
Risner Household   June 2003 - August 2008
Inglewood Unified School District  July 1998 - June 2003
SunAmerica Financial Group   March 1996 - September 1998
Bank of America  January 1990 - January 1996

Skills
Excellent interpersonal..., Manage Client..., Client Relations Skills, Product Knowledge, Financial Reporting, QuickBooks, Online Marketing, Microsoft Office, Sales, Multi Tasking

Education
Loyola Marymount University   1998 — 2000
Master of Arts (M.A.), Elementary Education and Teaching

University of California, Los Angeles   1992 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters

Experience
Steward Realty Management Company   September 2002 - Present
Beach Cities Roommate Finders   1992 - 2002
SunAmerica Financial Group   1996 - 2001

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, MRI Software, Peachtree, QuickBooks

Education
California State University-Dominguez Hills   1994 — 1996
Bachelor of Science - Business Administration, Accounting and Business/Management

El Camino College   1992 — 1994
Associate's degree

Westchester High School   1988 — 1992

Experience
AirTight Networks  February 2015 - Present
Standard Chartered Bank  July 2009 - June 2014
Standard Chartered Bank  August 2008 - July 2009
Philips Lighting  March 2008 - May 2008
Cambridge IP   September 2007 - November 2007
Electronic Arts  January 2006 - September 2007
Kerry Group  May 2005 - January 2006
Kerry Group  May 2004 - May 2005
San Diego State University  September 2002 - May 2004
SunAmerica Financial Group   November 2001 - June 2002

Skills
Financial Modeling, Financial Analysis, Business Planning, Business Strategy, Market Analysis, Valuation, Forecasting, Business Development, Financial Reporting, Strategic Planning, Project Management, Cost Accounting, Variance Analysis, Team Management, Cross-border, Management Consulting, Inventory Management, Product Management, Market Research, Strategy, Portfolio Management, Banking, Analysis, Management, Analytics, Budgets, Managerial Finance, Competitive Analysis, Credit, E-commerce, Financial Services, Marketing, Financial Risk, Finance, Accounting, Risk Management

Education
Cambridge University   2007 — 2008
MBA, Business Administration

Irish Management Institute   2004 — 2005
Certificate, Management Practice

Centro de Lenguas e Intercambio Cultural   2002 — 2003
Certificate in Spanish as a Foreign Language, Advanced Level

San Diego State University-California State University   2002 — 2003
MS, Finance

Ateneo de Manila University   1997 — 2001
BA, Management Economics

Experience
Pacific Life Insurance Company  April 2012 - Present
SunAmerica Financial Group   March 2011 - April 2012
Van Kampen Investments  January 2004 - July 2010
Strong Capital Management  August 2000 - January 2004
Stephens Inc.  April 1999 - August 2000

Skills
Consultative Sales, Annuities, Fixed Annuities, Variable Annuities, Business Building, Income Planning, Indexed Annuities, Individual (k), IRAs, Long-term Care, Mutual Funds, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, ROTH IRA, Sales, Sales & Marketing, Seminars, SEP IRA, Social Security

Education
University of North Carolina at Charlotte - Belk College of Business   1994 — 1998
Bachelor of Science in Business Administration, Marketing

Experience
Southern California Edison  November 2008 - Present
University of Phoenix  December 2006 - Present
SunAmerica Financial Group   June 1997 - November 2008

Skills
Quality Assurance, Six Sigma, Risk Management, Process Improvement, Executive Management, Sarbanes-Oxley Act, Process Engineering, Program Management, Enterprise Risk..., Business Analysis, Analysis, Change Management, Anti-Money Laundering, Certified Information..., Privacy Compliance, Policy Writing, Project Management, Team Leadership, Cross-functional Team..., Regulatory Coordination, Training Delivery, Customer Service, Internal Audit, Relationship Management, Business Process, Operations Management, Training, Management, Visio, Strategy, AML

Education
Regent University   2012 — 2015
Doctor (DSL), Strategic Leadership, 3.91

Riordan Volunteer Leadership Development Program (RVLDP)   2011 — 2012
Non-Profit Board Governance

California State University-Dominguez Hills   2008 — 2012
Master’s Degree, Quality Assurance, 3.79

National University   2007 — 2008
Master’s Degree, Organizational Leadership, 3.83

University of Phoenix   1997 — 1999
Master of Business Administration (M.B.A.), Global Business, 3.78

Experience
Stadion Money Management  February 2015 - Present
Resource Real Estate  2013 - 2014
Realty Capital Securities  2012 - 2013
Griffin Capital  2010 - 2012
SunAmerica Financial Group   2008 - 2009
The Hartford  2006 - 2008
Washington Mutual  2004 - 2006
CUNA Mutual Group  2001 - 2004
JPMorgan Chase  1996 - January 2001

Skills
Alternative Investments, Mutual Funds, Asset Allocation, Investments, Financial Advisory, Securities, Series 63, Retirement Planning, Portfolio Management, Fixed Annuities, Retirement, Series 7, Relationship Management, Strategic Financial..., 401k, Wealth Management, Financial Services, Series 24, Asset Managment, Variable Annuities, FINRA, Wealth Accumulation, Asset Management, Equities, Series 6, Finance, Uniform Combined State..., Series 65, ETFs, Liquid Alternatives, Sales Process, Territory Development, Sales Presentations, Real Estate Investment, Wholesaling, Financial Planning, Public Speaking, Investment Advisory, Investment Strategies, Investment Management, Financial Markets, Separately Managed..., Wealth Management..., Fixed Income, Wealth, IRAs, Life Insurance, Wholesale

Education
University of St. Thomas (TX)   2000 — 2001
CFP, Certified Financial Planner Certification Education Program

The University of Texas at San Antonio   1986 — 1991
Economics

San Antonio College   1984 — 1986
Economics/Political Science

Experience
AXA Equitable  July 2000 - Present
SunAmerica Financial Group   May 2000 - July 2000
Fiserv  January 1998 - April 2000

Skills
Enterprise Architecture, SDLC, Data Analysis / Data..., Oracle / MS SQL, OLTP / Data Warehouse, Business / Workflow..., Application Development, Change / Release..., Oracle Reports, Oracle BI EE

Education
Brooklyn College   1992 — 1996
Bachelor of Science (B.S.), Business Management and Finance

Experience
AIG  June 2014 - Present
SunAmerica Financial Group   January 2011 - Present
Preferred Bank  June 2007 - January 2011
RSM McGladrey  2004 - 2007
California State University Los Angeles  2003 - 2003
University of Southern California  2001 - 2003
Los Angeles Superior Courthouse   2000 - 2001
Los Angeles City Employees Retirement System  1999 - 2000

Skills
Analysis, Financial Analysis, Risk Management, Financial Reporting, Portfolio Management, Auditing, Accounting, Internal Controls, Financial Modeling, Finance, Sarbanes-Oxley Act, Investments, Banking, Due Diligence, Loans, Strategic Financial..., Valuation, Credit, Financial Services, Cash Management, Credit Risk

Education
California State University-Los Angeles   2001 — 2003
Bachelor of Science (BS), Accounting and Business/Management

Experience
Contracting at Honda   June 2014 - November 2014
Contracting at Warner Bros. Entertainment Group of Companies   November 2013 - January 2014
Contracting at Disney ABC Television Group   November 2012 - July 2013
NBC Universal  September 2004 - December 2012
Universal Studios  May 2003 - June 2004
Transamerica  June 2002 - May 2003
SunAmerica Financial Group   October 2000 - May 2002
Executive LIfe/Aurora National Life   August 1990 - September 2000

Skills
Requirements Analysis, Requirements Gathering, Testing, Software Documentation, Analysis, User Acceptance Testing, Access, Business Requirements, Data Analysis, SDLC, Visio, SharePoint, Agile Methodologies, SQL, Training, Scrum, Microsoft SQL Server, Project Management

Education
California State University-Long Beach - College of Business Administration   1984 — 1987
Bachelor of Science (BS), Business Administration, Management and Operations

Experience
Protective Life  November 2010 - Present
Ohio National Financial Services  October 2007 - October 2010
SunAmerica Financial Group   April 2005 - September 2007
The Hartford  December 2002 - December 2004
Putnam Investments  February 2000 - December 2002
Bee & Associates, Inc.   August 1997 - February 2000

Skills
Variable Annuities, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Public Seminars, Public Speaking, Series 7, Series 63, Series 6, Life & Health Insurance..., CRC Designation..., Multi-State Territory...

Education
University of Colorado Denver   1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General, 3.2

Experience
SunAmerica Financial Group   February 2001 - Present

Education
University of Michigan - Stephen M. Ross School of Business   1979 — 1980
MBA, Organizational Behavior, Finance

Stanford University   1968 — 1972
BA, Economics

Experience
SunAmerica Financial Group   February 1998 - July 2015

Skills
Risk Management, Vendor Management, Process Improvement, Leadership, Information Security..., Change Management, Team Building, IT Management, Private Investigations, Security Operations, Physical Security, Management, Disaster Recovery, Enforcement, Executive Protection, Security Training, Corporate Security, Insurance, Risk Assessment, Business Continuity, Budgets, Security, Program Management, Law Enforcement

Education
California State University-Long Beach   1980 — 1986
BS, Criminal Justice

Experience
Nationwide Financial  December 2009 - Present
ING  January 2008 - January 2009
SunAmerica Financial Group   2001 - 2008
OppenheimerFunds  1998 - 2001
Franklin Templeton Investments  1997 - 1998

Skills
Series 63, Series 7, Series 24, Investments, Alternative Investments, FINRA, Uniform Combined State..., Investment Advisory, ETFs, Strategic Financial..., Investment Strategies, Asset Managment, Financial Advisory, Life Insurance, Portfolio Management

Education
The American College   2010 — 2012
Master's degree, Financial Services

Central Michigan University   1981 — 1985
B.S. in Business Adm., Finance, Marketing

Howell High School   1978 — 1981
College Prep

Experience
New York Life & MainStay Investments  June 2015 - Present
SunAmerica Financial Group   October 2013 - June 2015
Legacy Financial Strategies, LLC   June 2013 - September 2013
The Hartford  January 2009 - May 2013
The Hartford  February 2007 - January 2009
Novartis  July 2006 - February 2007

Skills
Investments, Marketing Strategy, Mutual Funds, Retirement Planning, Account Management, Insurance, Sales Management, Strategic Planning

Education
University of Kansas   2002 — 2006
Communications

Experience
SunAmerica Financial Group   May 2013 - Present

Education
University of California, Los Angeles
BA, Economics

Experience
Medtronic  November 2014 - Present
Sage  July 2014 - October 2014
Altman Plants  September 2013 - May 2014
Kawasaki Motors Corp., U.S.A.   January 2012 - June 2013
ADP  April 2009 - November 2011
SunAmerica Financial Group   2006 - 2009
Sierra Atlantic  February 2004 - May 2006

Skills
SAP R/3, ABAP, Performance Tuning, SAPScript, Requirements Analysis, Data Migration, SAP ARCHIVING, SAP FICO, PBS, SAP BI, FICA, SAP Workflow, SAP IS-U, SAP ERP

Education
Kasturba

Osmania University
Master of Science (MSc), Computer and Information Sciences and Support Services

Experience
Phelps  August 2012 - Present
USC School of Social Work  January 2012 - June 2014
SunAmerica Financial Group   February 2012 - May 2012
USC Disability Services & Programs   October 2009 - February 2012
BLAZE  September 2011 - December 2011
USC School of Social Work  June 2011 - September 2011
Discover Management  January 2011 - April 2011
Konnect Public Relations  September 2010 - December 2010
The Rogers Group  November 2010 - November 2010
Edinburg Roadrunners   May 2010 - August 2010

Skills
Press Releases, Cision, Blogging, Stories, Social Media, Pitching, Basic Photoshop, InDesign, Basic Illustrator CS5, Basic HTML, Internal Communications, Vocus, Media List Building, Research, Social Media Marketing, Corporate Communications, Public Relations, Storytelling, Integrated Marketing, Facebook

Education
University of Southern California   2008 — 2012
Bachelor of Arts, Public Relations

McAllen High School   2004 — 2008

Experience
Forethought Financial Group, Inc.   January 2014 - Present
Fidelity Investments  December 2012 - December 2013
Global Benefits Group   April 2010 - December 2012
Lincoln Financial Distributors  August 2007 - April 2010
AIM/Invesco   January 1997 - August 2007
SunAmerica Financial Group   June 1996 - December 1997
Case Management  February 1994 - March 1995
Mackenzie Ivy Funds   January 1993 - January 1994
Miami Dolphins/Ottawa Rough Riders   September 1984 - August 1988

Skills
Disability Insurance, Insurance, Sales, Marketing Strategy, Mutual Funds, Liability, Asset Management, Fixed Annuities, Employee Benefits, CRM, ETFs, New Business Development, Portfolio Management, Relationship Management, Risk Management, Strategic Planning, Health Insurance, Account Management, Series 63, Customer Service, Product Development, Strategy, Selling, Coaching, Sales Management, Claim, Marketing, Business Development, Underwriting, Sales Operations, Reinsurance, Leadership, Business Strategy, Team Building, Management, Series 6, Series 7, Financial Services, 401k, Health Savings Accounts, Retirement Planning, Investments, Retirement, Alternative Investments, Wealth Management, Property & Casualty..., Business Planning, Negotiation, Life Insurance, Brokers

Education
Franklin & Marshall College   1980 — 1985
BA in Business Administration

Experience
SunAmerica Financial Group   April 2010 - Present

Skills
Actuarial Science, Retirement, Insurance, Life Insurance, Financial Modeling, Retirement Planning, Variable Annuities

Education
Cal Poly Pomona   2007 — 2009
Master of Science (MS), Mathematics

Cal Poly Pomona   2003 — 2007
Bachelor of Science (BS), Mathematics

Experience
SunAmerica Financial Group   April 2012 - Present
AIG Asset Management  2000 - 2012

Skills
Financial Modeling, Investments, Business Planning, Insurance, Risk Management, PowerPoint, Financial Reporting, Portfolio Management, Business Analysis, Corporate Finance, Financial Risk, Microsoft Excel, Financial Analysis, Due Diligence, Asset Management, Strategic Planning, Strategic Financial..., Asset Managment, Microsoft Office, Leadership, Data Analysis, Budgets, Analysis, Finance, Visio

Education
Texas Southern University
Bachelor of Business Administration (B.B.A.), Finance, General

Experience
Morgan Stanley Wealth Management  October 2013 - Present
SunAmerica Financial Group   July 2011 - October 2013
Nationwide Insurance  December 2008 - July 2011
Prudential Financial  April 2007 - November 2008
AXA Distributors  January 2002 - April 2007

Skills
Series 7, Series 63, Variable Annuities, Mutual Funds, Fixed Annuities, Wholesale, Sales Management, Sales Presentations, Investment Advisory, Investment Strategies, Retirement Planning, Retirement, 401k, Asset Allocation, Series 65, Series 6

Education
University of California, Berkeley   1993 — 1998
Bachelor's degree, Economics

University of California, Berkeley   1993 — 1998
Bachelor's degree, Biochemistry and Molecular Biology

Experience
Aircraft Tubular Components, Inc.   June 2003 - Present
SunAmerica Financial Group   January 1993 - May 2003

Education
Florida State University   1980 — 1982
International Relations and Affairs