USAA Investment Management Company
Founded: 1970 Parent organization: USAA Investment Corporation Subsidiaries: USAA Asset Management Company, Usaa Brokerage Services
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USAA Investment Management Company Employees
Horace Mann January 2015 - Present
USAA January 2012 - December 2014
USAA March 2009 - January 2012
USAA February 2007 - March 2009
USAA August 2006 - February 2007
USAA, High Net Worth (Select®) May 2004 - August 2006
TD Waterhouse Investor Services December 2002 - September 2003
E*TRADE Financial May 2002 - December 2002
USAA, Investment Management Company August 1999 - May 2002
Skills
Microsoft Office, Strategic Leadership, Succession Planning, Leadership Development, Management, Leadership, Talent Management, Workforce Planning, Executive Coaching, Personnel Management, Strategic Planning, Training, Organizational..., Analysis, Process Improvement, Business Process..., Employee Training, Human Resources, Call Centers, Change Management, Organizational..., Coaching, Employee Engagement, Management Development, New Hire Orientations, Training Delivery, Career Development, Interviews, HR Consulting, HR Policies, Employee Benefits, HRIS, Performance Management, Deferred Compensation, Onboarding, Employee Relations, Hiring, Talent Acquisition, Recruiting, Organizational Design, College Recruiting, Applicant Tracking..., Benefits Administration, Conflict Resolution, Executive Management, Job Analysis, Culture Change, Performance Consulting, Job Evaluation, Performance Improvement
Education
The University of Texas at San Antonio 1992 — 1996
Bachelor of Arts, Psychology
ICMI
St. Mary's University - Postgraduate work
Industrial/Organizational Psychology
USAA Investment Management Company August 2007 - Present
TD Banknorth Wealth Management Group April 2005 - July 2007
Amica Mutual Insurance Company July 2000 - April 2005
Amica Mutual Insurance March 1996 - July 2000
Amica Mutual Insurance September 1994 - March 1996
Skills
Asset Allocation, Portfolio Management, Investment Strategies, Equities, Investment Management, Equity Research, Valuation, Equity Valuation, Bloomberg, Economics, Bonds, Applied Finance Group..., Factset
Education
University of Massachusetts at Lowell 1986 — 1990
BSBA, Finance
The University of Memphis 1991 — 1992
MSBA, Finance
The American College 1998 — 2002
Coursework in preparation for CFP examination
H&R Block 2004 — 2004
Basic Income Tax Course
USAA Investment Management Company January 2011 - Present
USAA July 2009 - January 2011
USAA August 2007 - July 2009
Resource Consulting Group March 2006 - August 2007
Skills
Investments, Asset Allocation
Education
Texas State University-San Marcos 2003 — 2007
BA Business Administration, Finance
Wells Fargo December 2013 - Present
USAA Investment Management Company November 2010 - December 2013
Wells Fargo Investments November 2008 - November 2010
Wells Fargo Bank May 2005 - November 2008
Cold Stone Creamery April 2003 - October 2006
Skills
Financial Planning, Retirement Planning, Retirement Plan..., Asset Management, Asset Allocation, Life Insurance, Term Life Insurance, Mutual Funds, Wealth Management, Wealth Accumulation, Wealth Building, Wealth Preservation, Investments, Annuities, Fixed Annuities, Series 7, Series 66, IRA's, IRA Rollovers, Roth IRA, Financial Advice, Microsoft Office, Excel, Access, Finance, Retirement, Financial Modeling, Banking
Education
College for Financial Planning 2011 — 2013
Certified Financial Planner
Arizona State University 2005 — 2009
BS, Finance
USAA Investment Management Company October 2014 - Present
New York Life Insurance Company December 2010 - October 2014
JPMorgan Chase December 2006 - December 2010
JPMorgan Chase March 2005 - December 2006
JPMorgan Chase August 2002 - March 2005
Skills
Insurance, Investments, Banking, Retirement Planning, Financial Planning, Education Planning, Fixed Annuities, Strategic Financial..., Leadership, Loans, Mutual Funds, Life Insurance, Training, Estate Planning, Finance, Mortgage Lending, Employee Benefits, Management, Financial Services, Series 63, Financial Planners, Wealth Management
Education
St. Mary's University 2007 — 2009
MBA, Financial Planning
St. Mary's University 2001 — 2005
BBA (2), Corporate Finance Management and Marketing (Double Major)
Universidad de Alcalá 2003 — 2003
BBA, Macroeconomics, Spanish II, Food & Nutrition, Globalization of Spain, Dean's List
Tom C. Clark High School 1997 — 2001
High School Diploma
Pat Neff
Pat Neff
USAA Investment Management Company November 2013 - Present
Highland Capital Management January 2009 - November 2013
AIG Investments December 2006 - January 2009
Q Investments June 2002 - November 2006
Akin Gump Strauss Hauer & Feld September 1999 - May 2002
Skills
Distressed Debt, Private Equity, Distressed M&A, Hedge Funds, Corporate Finance, Restructuring, Due Diligence, Structured Finance, Asset Management, Leveraged Finance, Debt Restructuring, High Yield Bonds, Bankruptcy, M&A experience, Leveraged Lending, High Yield, Alternative Investments
Education
The University of Texas School of Law 1996 — 1999
JD
The University of Texas at Austin 1992 — 1996
BA
New Braunfels
The University of Texas at San Antonio February 2015 - Present
The University of Texas at San Antonio September 2014 - Present
Mount Ida College December 2013 - August 2014
Alamo Colleges June 2013 - August 2013
Our Lady of the Lake University March 2013 - April 2013
USAA Investment Management Company July 2010 - August 2012
USAA Investment Management Company December 2008 - August 2009
First Manhattan Co. February 2005 - August 2006
JPMorgan Chase July 2003 - February 2005
JPMorgan Chase February 2001 - July 2003
Skills
Teaching, Research, Community Outreach, Event Planning, Editing, PowerPoint, Microsoft Office, Staff Development, Social Media, Student Development, Adult Education, Customer Service, Student Affairs, Higher Education, Public Relations, Marketing, Admissions, Leadership
Education
Lake Travis High School 1984 — 1987
Diploma, English Language and Literature, General
Texas Woman's University
Bachelor of Science, Mass Communications
University of North Texas
Communications and Marketing
Wells Fargo Advisors, LLC 2003 - 2012
USAA Investment Management Company 1998 - 2002
USAA Investment Management Company 1993 - 1998
USAA Investment Management Company 1991 - 1993
Skills
Risk Management, Financial Analysis, Strategic Financial..., Policy Analysis, Policy Writing, Performance Improvement, Process Improvement, Training Needs Analysis, Account Management, Customer Service, Consultative Sales..., Leadership, Project Planning, Team Building, Strategic Planning, Project Management, Management, Program Management, Analysis, Investments, Executive Management, Portfolio Management, Business Process..., Strategy, Leadership Development, Training, Financial Services, Organizational..., Vendor Management, Budgets, Business Development, Performance Management, Business Planning, Change Management, Forecasting, Human Resources, Business Strategy
Education
Texas A&M University
Bachelor of Business Administration (B.B.A.), Marketing
University of Wyoming
Master of Business Administration (M.B.A.), Business Administration and Management
USAA Investment Management Company June 1994 - Present
USAA Investment Management Company April 2007 - November 2012
USAA Investment Management Company April 2005 - April 2007
USAA Investment Management Company April 2000 - April 2005
USAA Investment Management Company April 1997 - April 2000
USAA Property and Casulty June 1994 - April 1997
Skills
Process Improvement, Vendor Management, Risk Management, Mortgage Lending, Banking, Insurance, Credit, Finance, Leadership, Bonds, Trading, Financial Services, Relationship Management, Management, Mutual Funds, Analysis, Wealth Management, Brokerage, Strategic Financial...
Education
University of Houston 1988 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Wharton County JC
BNY Mellon Wealth Management March 2015 - Present
Longrun Acquisitions LLC 2006 - Present
Fisher Investments January 2013 - January 2015
Marathon Asset Management LLC 2006 - 2013
USAA Investment Management Company 2002 - 2006
ManagerLink.com / gTranz.com / QRex.com 2000 - 2002
KPMG Peat Marwick Consulting 1996 - 1999
Andersen Consulting 1993 - 1995
Optima Group 1991 - 1993
New York Life Insurance Company 1989 - 1991
Skills
Investments, Wealth Management, Asset Managment, Private Equity, Portfolio Management, Asset Allocation, Management Consulting, Product Development, Mutual Funds, Investment Strategies, Alternative Investments, Financial Services, Marketing Strategy, Entrepreneurship, Series 63, Series 65, Angel Investing, Investment Management, Growth Strategy..., Equities, Finance, Real Estate, Risk Management, Financial Advisory, Securities, Strategic Financial..., Consulting, Financial Markets, Executive Management, Capital Markets, Fixed Income, Investment Banking, Growth Strategies, Venture Capital, Distribution Strategy, Series 3, Integrity, Asset Management, Business Development, Funding, Hedge Funds, Investment Advisory, Due Diligence, Financial Planning
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance & Marketing
University of Pennsylvania 1984 — 1987
BA, Economics
University of Pennsylvania - The Wharton School 1984 — 1987
BBA, Finance
Grateful Ventures April 2015 - Present
IdeaChaos, LLC December 2010 - Present
SheKnows January 2014 - April 2015
SheKnows, LLC June 2011 - January 2014
Mill Avenue Cue Club April 2005 - September 2012
USAA Investment Management Company January 2007 - November 2009
Skills
Management, Facebook, Account Management, Project Management, Customer Service, SEO, Microsoft Office, Web Analytics, Google Analytics, Email Marketing, Social Media, Online Advertising, Public Relations, Social Media Marketing, Sales, DoubleClick, Social Networking, Advertising, Analysis, Analytics, Teamwork, Digital Strategy, Marketing, Digital Marketing, Digital Media, CRM
Education
Certified Wealth Strategist 2009 — 2009
CWS
Arizona State University 2003 — 2006
B.A, Communication
Oregon State University 2001 — 2003
Computer Science
Thunderbird School of Global Management
Ostrom Workshop of Political Theory & Public Policy, Co-Director, Investment Mgmt Academy & Visiting Clinical Asst Prof, FinanceKelley School of Business, IU2008 - 2011
Citigroup 1999 - 2003
USAA Investment Management Company 1991 - 1999
Daiwa Securities Research, NYC 1987 - 1991
Education
Indiana University Bloomington 2003 — 2013
PhD, International Political Economy
Indiana University - Kelley School of Business 1984 — 1986
MBA, Finance
University of California, Santa Barbara 1979 — 1981
BA, Political Science
Jeff's Investment Group, LLC January 2009 - December 2014
Raymond James & Associates January 2005 - December 2009
USAA Investment Management Company April 1997 - April 2003
DPT Laboratories, Inc April 1993 - January 1995
DT-2 June 1981 - May 1985
DT-2 June 1976 - June 1981
Skills
Investment Strategies, Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation, Financial Advisory, Retirement, Strategic Financial..., Bonds, Securities, Investments, Alternative Investments, Portfolio Management, FINRA, IRAs, Asset Managment, IRS Enrolled Agent, Series 63, Series 65, Term Life Insurance, Life Insurance, Estate Planning, Equities, Asset Management, Investment Management, Insurance, Capital Markets, Financial Services, Wealth, Risk Management, High Net Worth..., Fixed Annuities
Education
Our Lady of the Lake University 1993 — 1995
MBA, Finance
Texas Lutheran University 1981 — 1985
BS, Chemistry
Farmers / Zurich April 2015 - Present
Mutual of Omaha August 2009 - March 2015
USAA April 2001 - July 2009
USAA 2006 - 2007
USAA Investment Management Company March 1999 - February 2001
USAA Investment Management Company March 1990 - March 1999
USAA Federal Savings Bank March 1988 - March 1990
National Bank of Fort Sam Houston March 1982 - March 1988
Skills
Change Management, Process Management, Teamwork, Data Management, PMP, Program Management, Business Process..., PMO, Project Management, Project Portfolio..., Vendor Management, Process Improvement, Business Analysis, Leadership, Outsourcing, Risk Management, Software Documentation, CRM, Management, Visio, Six Sigma, Enterprise Architecture, Resource Management, Analysis, Enterprise Software, Business Process, Agile Methodologies, Insurance, Banking, Governance, Strategy, SDLC, Strategic Planning, IT Management, Software Project..., Requirements Analysis, Human Resources, Team Building, IT Strategy, Business Strategy, Cross-functional Team..., Requirements Gathering, Call Centers, Process Engineering, Team Leadership, Executive Management, Information Technology, Integration, Business Intelligence, Agile Project Management
Education
Our Lady of the Lake University 1991 — 1999
BA, Management
USAA Investment Management Company June 2014 - Present
USAA Investment Management Company July 2012 - June 2014
Resources Global Professionals June 2006 - July 2012
TransPecos Financial Corp. June 2002 - June 2006
USAA December 1994 - September 2001
KPMG June 1981 - December 1994
Skills
Accounting, Banking, SOX, Internal Audit, Internal Controls, Financial Analysis, Financial Reporting, Financial Planning, Financial Accounting, SEC reporting
Education
St. Mary's University 1996 — 1998
MBA
Texas A&M University 1977 — 1981
BBA, Accounting
USAA Investment Management Company February 2015 - Present
USAA Wealth Management July 2013 - February 2015
USAA August 2012 - June 2013
USAA Wealth Management August 2010 - August 2012
USAA Wealth Management November 2009 - August 2010
Bank of America March 2008 - November 2009
UBS Wealth Management July 2005 - March 2008
Skills
Mutual Funds, Wealth Management, Finance, Series 7
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan 2001 — 2005
BS, Sociology
Investment Professionals, INC June 2012 - Present
Fuentes Technical Trading & Analysis July 2011 - June 2012
Advisors Asset Management, Inc. February 2010 - June 2011
Advisors Asset Management, Inc. August 2008 - February 2010
USAA FINANCIAL PLANNING SERVICES January 2006 - January 2008
USAA INVESTMENT MANAGEMENT COMPANY January 1998 - January 2006
Investment Sales and Service January 1997 - January 1998
Investment Sales and Service January 1992 - January 1997
Skills
Investments, Portfolio Management, Retirement Planning, Financial Advisory, Series 7, Retirement, Mutual Funds, Bonds, Fixed Income, Series 63, Asset Allocation, Securities, Financial Planning, Equities, Asset Management, Investment Banking, Trading, Insurance, FINRA, Options, Investment Strategies, Strategic Planning, Financial Markets, Microsoft Office, Risk Management, Team Building, ETFs, Separately Managed..., Structured Products, Investment Advisory, Series 24, Licensing, Annuities, Customer Relations, Sales Management, Compliance, Planning, Executive Management, Problem Solving, Coaching, Mentoring, Budgeting, Public Speaking, Investment Products, SMA, Series 66, Capital Markets, Managed Accounts, Leadership, Strategy
Education
University of the Incarnate Word 1995 — 1997
MBA, Business Administration
The University of Texas at San Antonio 1990 — 1994
BBA, Finance
College for Financial Planning
AAMS, Asset Accredited Management Specialist
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Home Companions, Inc. dba Caring Companions October 2002 - Present
USAA Investment Management Company March 2000 - June 2002
USAA Investment Management Company September 1998 - February 2000
USAA Investment Management Company August 1997 - February 2000
USAA Investment Management Company October 1996 - July 1997
USAA Investment Management Company July 1993 - October 1996
Price Waterhouse July 1989 - June 1991
Price Waterhouse May 1988 - June 1989
Price Waterhouse January 1986 - May 1988
Skills
Marketing, Leadership, Coaching, Elder Care, Home Care, Nursing, Healthcare, Customer Service, Public Speaking, Teaching
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (MBA), Finance and Strategic Management
University of Oklahoma 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Charles Schwab April 2015 - Present
USAA Investment Management Company May 2010 - March 2015
The Melting Pot Restaurants May 2009 - June 2011
First Command Financial Planning February 2009 - February 2010
Skills
Insurance, Financial Analysis, Investments, Banking, Customer Service, Microsoft Office, Life Insurance, Retirement Planning, Personal Financial..., Mutual Funds, Time Management, Leadership, Public Speaking, Team Leadership, Money, Critical Thinking, Investment Advisory, Retirement, Teamwork, Trading, Troubleshooting, Strategy, Tax, Stocks, Options Strategies, Options, Index Options, Index Funds
Education
Golden Gate University 2011 — 2013
Masters, Financial Planning
University of Colorado at Colorado Springs 2005 — 2009
Bachelors, Finance and Accounting
USAA Investment Management Company June 2011 - Present
Anthem Blue Cross Blue Shield June 2009 - June 2011
TD Ameritrade April 2007 - 2009
Fidelity Investments October 1997 - April 2007
Education
University of Evansville 1986 — 1990
BS, Mathematics-Secondary Education
USAA Investment Management Co April 2010 - Present
USAA Investment Management Co. September 2006 - April 2010
USAA June 2005 - July 2006
USAA Investment Management Company October 2004 - May 2005
Skills
Series 24, Series 7, Series 63, Series 6, Mutual Funds, Investments, Securities, Financial Services, Investment Management, Strategy, FINRA, Finance, Management, Analysis, Product Management, Wealth Management, Strategic Financial..., Marketing, Asset Allocation, Asset Management, Strategic Planning, Leadership, Banking, Business Development, Financial Analysis, Retirement Planning, Sales, Business Analysis, Process Improvement
Education
Our Lady of the Lake University 2005 — 2006
MBA, Finance
University of Texas
BBA, International Business Management
USAA Investment Management Company August 2014 - Present
Citi Personal Wealth Management July 2011 - August 2014
Citi Personal Wealth Management December 2008 - July 2011
Citi Personal Wealth Management December 2006 - December 2008
Alamo Title Company March 2006 - October 2006
Capital One Auto Finance September 2004 - March 2006
Skills
Banking, Series 7, Portfolio Management, Investments, Equities, Financial Services, Mutual Funds, Fixed Income, Wealth Management, Financial Markets, Series 63, Securities, Risk Management
Education
Texas State University-San Marcos 1999 — 2003
Bachelor's of Business Administration, Dual Major, Finance & Economics, General
DOM Partners, LLC September 2012 - Present
USAA Investment Management Company May 2007 - December 2011
Education
The University of Texas at San Antonio 2006 — 2010
BBA, Finance and Real Estate Finance & Development
USAA September 2014 - Present
USAA November 2011 - September 2014
USAA June 2008 - July 2012
USAA Investment Management Company March 1994 - June 2008
Skills
Financial Planning, Investments, Accounting, Series 7, Process Engineering, Strategic Planning, Call Center, Strategic Financial..., Finance, Business Analysis, Call Centers, Analysis, Strategy, Insurance, Risk Management, Leadership, Process Improvement, Change Management, Management, Business Process...
Education
St. Mary's University 1997 — 1999
MBA, Finance
The University of Texas at San Antonio 1983 — 1987
BBA, Accounting
Stockpile Investments February 2013 - Present
Zecco Trading, Inc. (Acquired by TradeKing Group) January 2008 - September 2012
E*Trade Financial December 2005 - December 2007
JP Morgan Brownco (acquired by E*Trade) March 2003 - December 2005
USAA Investment Management Company June 1989 - November 2002
Skills
Operations Management, Customer Service, Business Process..., Call Center, Risk Management, Investments, Asset Managment, Mutual Funds, Fixed Income, Financial Services, Asset Management, Strategic Leadership, Series 24, Internet Services, Finance, Business Strategy, Executive Management, Series 63, Brokerage, Call Centers, Trading, FINRA, Financial Advisory, Investment Strategies, Wealth Management, Strategic Planning, Series 7, Banking, Leadership, Securities, Mergers & Acquisitions
Education
St. Mary's University 1998 — 2000
Master of Business Administration
Wharton School, University of Pennsylvania 1996 — 1998
Securities Industry Institute, Executive Development Program
Southwest Texas State University 1982 — 1986
Bachelor of Business Administration, Finance
at USAA April 2012 - Present
Kino Oil Company August 2009 - April 2012
Waddell & Reed - Austin, Calvert, & Flavin April 2005 - June 2009
University of the Incarnate Word 2007 - 2009
Advisors Asset Management, Inc. June 2003 - April 2005
Clear Channel Communications June 2002 - June 2003
USAA Investment Management Company January 1994 - April 2002
Skills
Fixed Income, Portfolio Management, Investments, Equities, Capital Markets, Bonds, Risk Management, Alternative Investments, Financial Modeling, Securities, Finance, Derivatives, Trading, Bloomberg, Asset Management, Due Diligence, Credit Analysis, Financial Markets, Financial Services, Valuation, Credit Risk, Business Analysis, Investment Management, Series 63, Economics, Asset Managment, @RISK, Asset Allocation, Analysis, Credit, Financial Risk, Investment Strategies, Mergers, Mutual Funds
Education
CFA Institute 2002 — 2006
CFA Charter
MBA - St. Mary's University 1996 — 1998
MBA, Finance
The University of Texas at San Antonio 1984 — 1988
BBA, Finance
Central Catholic
Wells Fargo Private Bank December 2010 - Present
BNY Mellon Wealth Management April 2004 - November 2010
Citigroup Private Bank November 1999 - March 2004
Citibank/Citigold June 1996 - November 1999
USAA Investment Management Company March 1993 - May 1996
Skills
Wealth Management, Portfolio Management, Loans, Investment Management, Equities, Series 7, Credit, Banking, Securities, Fixed Income, Hedge Funds, Asset Management, Financial Services, Finance, Capital Markets
Education
Iona College 1980 — 1984
BBA, Finance
USAA Federal Savings Bank 2010 - Present
USAA General Counsel November 2007 - December 2011
USAA Investment Management Company 2005 - 2008
USAA Investment Management Company February 2000 - June 2007
Office of the Comptroller of the Currency 1995 - 1997
Skills
Series 7, Insurance, Investments, Estate Planning, Financial Planning, s, Series 7, Insurance,..., Strategic Financial..., Risk Management, Due Diligence, Asset Managment, Banking, Credit, Equities, Financial Advisory, Financial Analysis, Financial Risk, Financial Services, Fixed Annuities, Life Insurance, Loans, Mutual Funds, Portfolio Management, Mortgage Lending, Real Estate, Retirement, Retirement Planning, Securities, Series 63, Underwriting, Wealth Management, Asset Allocation, Asset Management
Education
Our Lady of the Lake University 1991 — 1995
BBA, Marketing Management
Tri-Lin Integrated Solutions July 2014 - Present
self-employed July 1990 - Present
Y&L Consulting December 2013 - June 2014
Texas Biomedical Research Institute 2011 - June 2013
Harcourt Asssessment 2004 - 2006
USAA Investment Management Company 2000 - 2004
Skills
Technical Writing, Proposal Writing, Research, FrameMaker, Project Management, Technical Communication, Content Management, Online Help, Microsoft Office, PowerPoint, Microsoft Word, Team Leadership, Microsoft Excel, Information Architecture, Publications, Newsletters, Program Management, Grant Writing, Editing
Education
Trinity University 1976 — 1980
BA, English/Journalism
TEK Systems on assignment at Wells Fargo September 2011 - April 2014
BJC Healthcare - Director, Planning, Design and Construction January 2009 - June 2011
BJC Healthcare - Director, Planning, Design and Construction February 2007 - January 2009
AG Edwards&Sons August 2004 - January 2007
USAA Investment Management Company July 2002 - July 2004
Merrill Lynch January 1999 - January 2002
Merril Lynch April 1998 - March 1999
Merril Lynch April 1996 - April 1998
United States Marine Corps October 1990 - January 1996
Skills
Budgets, Contract Management, Financial Analysis, Process Improvement, Project Management, Strategic Planning, Project Planning, Contract Negotiation, Risk Management, Change Management, Program Management, Accounting, Team Building, Healthcare, Asset Managment, Managerial Finance, Financial Reporting, Process Scheduler, Finance, Financial Modeling, Leadership, Management, Strategy, Business Development
Education
Maryville University of Saint Louis 2008 — 2011
MBA, Business Administration
The University of Texas at San Antonio 2001 — 2003
Bachelors, Economics
First Southwest Company September 2011 - Present
Robert Half Technology August 2010 - September 2011
TD Ameritrade December 2009 - March 2010
Wells Fargo Advisors April 2007 - December 2009
USAA Investment Management Company January 1999 - March 2007
Skills
Vendor Management, Business Analysis, Process Improvement, Software Lifecycle, Risk Management, CRM, Banking, SDLC, Equities, Leadership, Operations Management, Team Leadership, Financial Services, Analysis, Management, Data Analysis, Securities, Access, Business Process..., Business Process
Education
Dallas Baptist University
B.A, Business Administration/MIS
BNY Mellon June 2013 - Present
PivotalPath January 2014 - Present
CFA Society of Washington DC July 2014 - Present
Graystone Consulting July 2009 - June 2013
Bank of America September 2007 - July 2009
JPMorgan 2004 - 2007
USAA Investment Management Company July 1998 - August 2003
Frost Bank 1993 - 1998
Skills
Investments, Asset Allocation, Asset Managment, Financial Analysis, Series 7, Alternative Investments, Investment Advisory, Fixed Income, Banking, Hedge Funds, Mutual Funds, Investment Management, Investment Strategies, Risk Management, Portfolio Management, Asset Management, Due Diligence, Financial Modeling, Valuation, Capital Markets, Equities, Private Equity
Education
The University of Texas at San Antonio
Masters, International Politics
The University of Texas at San Antonio
Bachelors, Economics
USAA Investment Management Company July 2013 - Present
TIAA-CREF September 2012 - July 2013
Wells Fargo Advisors September 2011 - September 2012
Skills
Access, Accounting, Analysis, Asset Allocation, Bonds, CRM, Customer Service, Due Diligence, Equities, Finance, Financial Services, Fundraising, Insurance, Investment Management, Investments, Leadership, Marketing Strategy, Microsoft Office, Microsoft Word, Mutual Funds, Nonprofits, Portfolio Management, PowerPoint, Public Speaking, Real Estate, Research, Sales, Securities, Strategic Planning, Strategy, Retirement Planning, Financial Planning, Fixed Income, Financial Modeling, Financial Advisory, Asset Management
Education
Northeastern University 2014 — 2015
Master of Science (MS), Finance, General
University of Michigan 2001 — 2005
BBA Finance, Finance, General
USAA July 2014 - Present
USAA May 2013 - June 2014
USAA Investment Management Company September 2010 - May 2013
USAA Federal Savings Bank 2009 - 2010
US Navy May 2008 - July 2009
US Navy September 2006 - May 2008
US Navy June 2004 - September 2006
Skills
Connecting the Dots, Ability to Prioritize, Strategic Thinking, Marketing Strategy, Cross-functional Team..., Customer Segmentation..., Product Management, Business Performance..., Military, Navy, Operational Planning, Process Improvement, Financial Services, Team Player, Program Management, Risk Management, Analytics, Strategy, Team Leadership, Analysis, Operations Management, Management
Education
United States Naval Academy 2000 — 2004
Bachelor's of Science, English
Community Health Systems September 2014 - Present
Community Health Systems May 2012 - Present
Community Health Systems March 2010 - June 2012
USAA Investment Management Company January 2007 - July 2009
Beacon Home Care June 2005 - November 2006
WGRT - FM = Port Huron Family Radio 1998 - 2006
JPMorgan Chase 2003 - 2005
Omega Plastics Inc 2000 - 2003
Comcast 1997 - 2000
Midwest Broadcasting Corp 1996 - 1998
Skills
Process Improvement, Cognos, Business Intelligence, Access, Payroll, Report Writing, Reporting & Analysis, Technical Training, SQL Server Management..., AS400 system, Ultipro, HMS, Crystal Reports, Employee Training, Ad Hoc Reporting, SharePoint, Employee Benefits
Education
Microsoft Course - 10774 Querying Microsoft SQL Server 2012
St Clair County Community College 1988 — 2004
Associates, Management
Conservatory of Recording Arts and Sciences 2008 — 2009
Technical Certificate, Audio Engineering
Specs Howard School of Media Arts 1995 — 1996
Technical Certificate, Radio and Television
Leadership Training Institute 1996 — 1998
Organizational Leadership
Tesoro Corporation March 2014 - Present
USAA Investment Management Company February 2012 - March 2014
USAA November 2010 - February 2012
State Farm May 2010 - November 2010
Skills
Investments, Data Analysis, Investment Advisory, Microsoft Excel, Mutual Funds, Insurance, Time Management, Portfolio Management, Equities, Retirement Planning, Finance, Financial Analysis, Fixed Income
Education
The University of Texas at San Antonio 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Boehringer Ingelheim March 2013 - Present
Cubist Pharmaceuticals April 2010 - January 2013
Merck & Co formerly Schering July 2006 - August 2010
USAA Investment Management Company November 1992 - July 2006
Skills
Pharmaceutical Sales, Sales, Management, Business Planning, Strategic Financial..., Market Planning, Marketing, Finance, B2B, Managed Care, Pharmaceutical Industry, Gastroenterology, Hospital Sales, Infectious Diseases, Clinical Research, Allergy, Pulmonology, Cross-functional Team..., Pharmaceutics, Hospitals, Pain Management, Selling
Education
The University of Texas at San Antonio 1997 — 2003
BA Business Adminstration, General Business
Trace Asset Recovery, LLC October 2012 - Present
Rogers Wealth Group May 2012 - February 2014
Solium Capital June 2010 - November 2011
Charles Schwab & Co February 2008 - June 2010
Kiewit Western May 2007 - February 2008
USAA Investment Management Company January 2007 - May 2007
Charles Schwab & Co June 2006 - January 2007
Desert Schools Federal Credit Union April 2006 - June 2006
New York Life Insurance Company May 2005 - February 2006
New York Life Insurance Company November 2003 - May 2005
Skills
Investments, Equities, Strategic Financial..., Asset Management, Analysis, Financial Analysis, Management, Options, Fixed Income, Trading, Data Analysis, Accounting, Financial Risk, Insurance, Stocks, Mutual Funds, Portfolio Management, Microsoft Excel, Financial Services, Banking, Relationship Management, Customer Service, Skip Tracing, QuickBooks, Payroll, Accounts Payable, Accounts Receivable, Fundraising, Planning Budgeting &..., CRM
Education
Arizona State University 2008 — 2009
Masters of Science, Financial Analysis
Arizona State University West 2008 — 2009
Masters of Science, Financial Analysis and Portfolio Management
Arizona State University 2004 — 2007
Bachelors of Science, Financial Management
Arizona State University West 2003 — 2007
Bachelors of Science, Global Business- Financial Management
Glendale Community College 2002 — 2004
Associate of Science, Business Management
Kaiser Permanente Colorado October 2012 - Present
Eye Vault Studios, Ltd. February 2010 - Present
Agape Bible Church May 2013 - May 2014
Colorado Department of Revenue March 2012 - October 2012
Independent /Raytech Corporation February 2010 - March 2012
Consortium for Nanotechnology in Society May 2008 - May 2010
Science Foundation Arizona January 2008 - December 2008
USAA Investment Management Company July 2006 - December 2006
Emerge! Center Against Domestic Abuse June 2005 - December 2005
Technology Student Association September 1998 - May 2002
Skills
Strategy, Data Analysis, Strategic Planning, Program Management, Data Mining, Qualitative Research, Stata, Quantitative Analytics, Research, Leadership, Policy, Start-ups, SPSS, Statistical Modeling, Management, Economic Forecasting, Strategic Communications, Eviews, Mathematica, GAMS, Fundraising, Social Media, Teaching, Public Speaking, Public Policy, Budgets, Business Development, Knowledge Management, Capacity Building, Stakeholder Engagement
Education
Arizona State University 2009 — 2010
Master of Science
Arizona State University 2007 — 2008
Bachelor of Science
Washington University in St. Louis 2002 — 2004
Institute for Terrorism and Research Response
60-Hour Executive Counterterrorism Training
Nationwide Financial 2011 - Present
Investment Professionals, Inc. 2010 - 2010
USAA Investment Management Company 1993 - 2010
Skills
Securities, Investments, Insurance, Investment Management, Financial Services, FINRA, Mutual Funds, Life Insurance, Series 6, Series 63, Series 7, Management, Asset Management, Wealth Management, Risk Management
Education
Sul Ross State University 1988 — 1992
Bachelor of Science, Criminal Justice
J.P. Morgan Securities September 2009 - Present
USAA Investment Management Company October 2007 - August 2009
JPMorgan Chase Bank November 2006 - October 2007
JPMorgan Chase Bank May 2006 - November 2006
JPMorgan Chase Bank May 2004 - May 2006
Education
University of Phoenix
Bachelor of Science, Finance
USAA Investment Management Company June 2013 - Present
USAA Insurance February 2012 - June 2013
FedEx Express June 2008 - February 2012
Archer Land Title August 2006 - November 2007
Quiznos Subs November 2005 - August 2006
Epic Title Services January 2003 - November 2005
Skills
Customer Service, Analysis, Accounting, Time Management, Payroll, Microsoft Excel, Sales, Microsoft Word, Microsoft Office, PowerPoint, Training, Marketing, Budgets, Negotiation
Education
University of South Florida 2008 — 2012
Bachelors, Economics, >3.5 in major
Floors Depot TX January 2013 - Present
Fleetserve, LLC April 2001 - November 2012
USAA Investment Management Company September 1999 - March 2001
Julian Gold July 1987 - September 1999
Skills
General Ledger, Cash Flow, Cash Management, Cash Flow Forecasting, Financial Reporting, Treasury Management, Financial Analysis, Accounting, Internal Controls, Balance, Auditing, Financial Accounting, Forecasting, Accounts Receivable, Internal Audit, Accounts Payable, Risk Management, Budgets, Human Resources, Payroll, Compensation & Benefits, Hiring, Team Management, Inventory Control, Contract Management, insurance policy review...
Education
The University of Texas at San Antonio 1993 — 1996
BBA, Accounting
Camdenton RIII HS