USAA Investment Management Company

Description

Founded: 1970 Parent organization: USAA Investment Corporation Subsidiaries: USAA Asset Management Company, Usaa Brokerage Services

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USAA Investment Management Company Employees

Employee
Years
Job
Industry
Audrey Tarter Audrey Tarter Springfield, Illinois Area Details
Audrey Tarter's USAA Investment Management Company Experience August 1999 - May 2002
Job AVP, Talent Management at Horace Mann
Industry Human Resources
Experience
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

Robert Landry, CFA, CFP® Robert Landry, CFA, CFP® San Antonio, Texas Area Details
Robert Landry, CFA, CFP®'s USAA Investment Management Company Experience August 2007 - Present
Job Executive Director, Portfolio Manager at USAA Investment Management Company
Industry Investment Management
Experience
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

Lance Humphrey, CFA Lance Humphrey, CFA San Antonio, Texas Details
Lance Humphrey, CFA's USAA Investment Management Company Experience January 2011 - Present
Job Investment Analyst at USAA Investment Management Company
Industry Financial Services
Experience
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

Kyle Bridgeman, CFA Kyle Bridgeman, CFA Greater Los Angeles Area Details
Kyle Bridgeman, CFA's USAA Investment Management Company Experience November 2010 - December 2013
Job Investment Manager at Wells Fargo
Industry Investment Management
Experience
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

Monique' (Edwards) West, MBA Monique' (Edwards) West, MBA San Antonio, Texas Area Details
Monique' (Edwards) West, MBA's USAA Investment Management Company Experience October 2014 - Present
Job Financial Advisor at USAA
Industry Financial Services
Experience
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

Kurt Daum Kurt Daum San Antonio, Texas Details
Kurt Daum's USAA Investment Management Company Experience November 2013 - Present
Job
Industry Investment Management
Experience
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

Denise Frashier Angeletti Denise Frashier Angeletti San Antonio, Texas Details
Denise Frashier Angeletti's USAA Investment Management Company Experience July 2010 - August 2012
Job Senior Office Assistant, External Relations, Operations & Gift Services at The University of Texas at San Antonio
Industry Education Management
Experience
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

Chester S. (Chip) Johnson, Jr. Chester S. (Chip) Johnson, Jr. San Antonio, Texas Details
Chester S. (Chip) Johnson, Jr.'s USAA Investment Management Company Experience 1998 - 2002
Job Financial Services Professional/Performance & Process Improvement Specialist/Relationship Building Specialist
Industry Financial Services
Experience
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

Barron McMann Barron McMann San Antonio, Texas Details
Barron McMann's USAA Investment Management Company Experience June 1994 - Present
Job 3rd Party Distribution Fund Operations Analyst at USAA
Industry Financial Services
Experience
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

Alan B. Zinkin Alan B. Zinkin Miami/Fort Lauderdale Area Details
Alan B. Zinkin's USAA Investment Management Company Experience 2002 - 2006
Job Senior Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
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

Alan Halter Alan Halter Phoenix, Arizona Area Details
Alan Halter's USAA Investment Management Company Experience January 2007 - November 2009
Job CFO at Grateful Ventures
Industry Publishing
Experience
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

W Travis Selmier, II W Travis Selmier, II Bloomington, Indiana Area Details
W Travis Selmier, II's USAA Investment Management Company Experience 1991 - 1999
Job Writing, Gardening, Building
Industry Higher Education
Experience
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 Woodcock Jeff Woodcock San Antonio, Texas Area Details
Jeff Woodcock's USAA Investment Management Company Experience April 1997 - April 2003
Job President, Jeff's Investment Group, LLC
Industry Investment Management
Experience
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

Judith Henderson Judith Henderson Greater Seattle Area Details
Judith Henderson's USAA Investment Management Company Experience March 1999 - February 2001
Job Head of Strategic Projects at Farmers / Zurich
Industry Financial Services
Experience
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

Dean Pantzar, CPA Dean Pantzar, CPA San Antonio, Texas Area Details
Dean Pantzar, CPA's USAA Investment Management Company Experience June 2014 - Present
Job Director Investments Accounting & Pricing at USAA Investment Management Company
Industry Financial Services
Experience
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

Ira Utay Ira Utay San Antonio, Texas Area Details
Ira Utay's USAA Investment Management Company Experience February 2015 - Present
Job Lead Business Development Advisor at USAA IMCO
Industry Financial Services
Experience
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

Alfred Fuentes Jr. Alfred Fuentes Jr. San Antonio, Texas Area Details
Alfred Fuentes Jr.'s USAA Investment Management Company Experience January 1998 - January 2006
Job Vice PresidentCapital Markets at Investment Professionals Incorporated
Industry Financial Services
Experience
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

Patrick O'Hare Patrick O'Hare San Antonio, Texas Area Details
Patrick O'Hare's USAA Investment Management Company Experience March 2000 - June 2002
Job President at Caring Companions
Industry Hospital & Health Care
Experience
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

CJ Walser CJ Walser Colorado Springs, Colorado Area Details
CJ Walser's USAA Investment Management Company Experience May 2010 - March 2015
Job Margin Specialist at Charles Schwab
Industry Financial Services
Experience
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

Patrick Groh Patrick Groh San Antonio, Texas Details
Patrick Groh's USAA Investment Management Company Experience June 2011 - Present
Job Wealth Management at USAA Investment Management Company
Industry Investment Management
Experience
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

Caroline Tucker Caroline Tucker San Antonio, Texas Area Details
Caroline Tucker's USAA Investment Management Company Experience October 2004 - May 2005
Job Investment Product Director at USAA Investment Management Co.
Industry Financial Services
Experience
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

Jessica Serna Jessica Serna San Antonio, Texas Details
Jessica Serna's USAA Investment Management Company Experience August 2014 - Present
Job Compliance Advisor at USAA Investment Management Company
Industry Financial Services
Experience
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

Roman Shotashvili Roman Shotashvili Houston, Texas Details
Roman Shotashvili's USAA Investment Management Company Experience May 2007 - December 2011
Job Owner at DOM Partners, LLC
Industry Real Estate
Experience
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

Jessica Mobley Jessica Mobley San Antonio, Texas Area Details
Jessica Mobley's USAA Investment Management Company Experience March 1994 - June 2008
Job Vice President Business Risk Executive at USAA
Industry Financial Services
Experience
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

Michael Feser Michael Feser Greater Los Angeles Area Details
Michael Feser's USAA Investment Management Company Experience June 1989 - November 2002
Job President/COO at Stockpile Investments
Industry Financial Services
Experience
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

Ed Kreusel, CFA Ed Kreusel, CFA San Antonio, Texas Area Details
Ed Kreusel, CFA's USAA Investment Management Company Experience January 1994 - April 2002
Job Lead Analyst at USAA
Industry Insurance
Experience
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

Basil Conroy Basil Conroy Greater New York City Area Details
Basil Conroy's USAA Investment Management Company Experience March 1993 - May 1996
Job Vice President at Wells Fargo Private Bank
Industry Banking
Experience
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

Gilbert Arocha Gilbert Arocha San Antonio, Texas Area Details
Gilbert Arocha's USAA Investment Management Company Experience 2005 - 2008
Job Operational Risk Analyst I at USAA Federal Savings Bank
Industry Financial Services
Experience
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

Jennifer Meehan Jennifer Meehan San Antonio, Texas Area Details
Jennifer Meehan's USAA Investment Management Company Experience 2000 - 2004
Job Bilingual Editor at TriLin Integrated Solutions
Industry Public Relations and Communications
Experience
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

Drew Champagnie Drew Champagnie Wesley Chapel, Florida Details
Drew Champagnie's USAA Investment Management Company Experience July 2002 - July 2004
Job Program Manager RGA
Industry Financial Services
Experience
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

John Tilley John Tilley Dallas/Fort Worth Area Details
John Tilley's USAA Investment Management Company Experience January 1999 - March 2007
Job Data Analyst / Business Analyst at First Southwest Company
Industry Financial Services
Experience
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

Camille Alexander, CFA Camille Alexander, CFA Washington D.C. Metro Area Details
Camille Alexander, CFA's USAA Investment Management Company Experience July 1998 - August 2003
Job Senior Director at BNY Mellon
Industry Investment Management
Experience
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

Kentrell Taylor Kentrell Taylor Dallas, Texas Details
Kentrell Taylor's USAA Investment Management Company Experience July 2013 - Present
Job Wealth Advisor at USAA Investment Management Company
Industry Financial Services
Experience
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

Caleb Sharbono Caleb Sharbono San Antonio, Texas Details
Caleb Sharbono's USAA Investment Management Company Experience September 2010 - May 2013
Job Lead (Dir) Marketing Manager, Corporate Strategy at USAA
Industry Financial Services
Experience
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

Jeff Stein Jeff Stein Greater Nashville Area Details
Jeff Stein's USAA Investment Management Company Experience January 2007 - July 2009
Job Senior Reporting Analyst HRIS at Community Health Systems
Industry Hospital & Health Care
Experience
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

Jesus C. Duran, CFA Jesus C. Duran, CFA San Antonio, Texas Details
Jesus C. Duran, CFA's USAA Investment Management Company Experience February 2012 - March 2014
Job Financial Analyst at Tesoro Corporation
Industry Oil & Energy
Experience
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

Joe Mauro Joe Mauro San Antonio, Texas Area Details
Joe Mauro's USAA Investment Management Company Experience November 1992 - July 2006
Job Professional Sales Representative at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
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

Jennifer Atwater Rosario Jennifer Atwater Rosario Dallas/Fort Worth Area Details
Jennifer Atwater Rosario's USAA Investment Management Company Experience January 2007 - May 2007
Job Owner/Business Manager at Trace Asset Recovery, LLC
Industry Financial Services
Experience
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

Christina Nülle Christina Nülle Denver, Colorado Details
Christina Nülle's USAA Investment Management Company Experience July 2006 - December 2006
Job Lead Analytic Development Consultant
Industry Hospital & Health Care
Experience
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

Saundra Hudspeth Saundra Hudspeth San Antonio, Texas Area Details
Saundra Hudspeth's USAA Investment Management Company Experience 1993 - 2010
Job Field Securities Principal at Nationwide Financial
Industry Financial Services
Experience
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

Christian Coronado Christian Coronado Chicago, Illinois Details
Christian Coronado's USAA Investment Management Company Experience October 2007 - August 2009
Job Senior Investment Service Associate at JPMorgan Securities
Industry Financial Services
Experience
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

Ben Runnells Ben Runnells Tampa/St. Petersburg, Florida Area Details
Ben Runnells's USAA Investment Management Company Experience June 2013 - Present
Job Investment Service Representative
Industry Capital Markets
Experience
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

Lynn Hamby Lynn Hamby Fort Worth, Texas Details
Lynn Hamby's USAA Investment Management Company Experience September 1999 - March 2001
Job Controller at Floors Depot TX
Industry Retail
Experience
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