VALIC Company
Industry: Insurance company
DescriptionThe Variable Annuity Life Insurance Company, or VALIC, a subsidiary of American International Group, Inc., is an insurance corporation that specializes in tax-qualified retirement plans, supplemental tax-deferred and after-tax investments. VALIC's CEO is Jana Greer. VALIC's headquarters are in Houston, Texas. Headquarters: Houston, Texas, United States Founded: 1955 Parent organizations: American General Life Insurance Co., AGC Life Insurance Company Subsidiaries: AIG Retirement Services,
VALIC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at VALIC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
VALIC Salaries. You can even request information on how much does VALIC pay if you want to. Learn about salaries, pros and cons of working for VALIC directly from the past employees.
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1,128 VALIC employees in database. Find out everything there's to know about VALIC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
VALIC Employees
Employee
Years
Job
Industry
Shannon Blair Shannon Blair's VALIC Experience July 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2014 - Present
KCFLS March 2012 - Present
MEDIATION AFFILIATES,Inc. March 2012 - Present
KERN COLLABORATIVE FAMILY LAW SOLUTIONS, KCFLS 2007 - Present
UBS Financial, Inc. November 2008 - March 2012
Last Chance Flowers 1984 - May 2010
Morgan Stanley August 2003 - November 2008
Play n' Jump Bounce Hou 2000 - 2003
A-1 Mobile Blind Washers 1990 - 2003
Prestige Pressure Wash 1990 - 2003
Skills
Mediation, Investments, Estate Planning, Strategic Financial..., Wealth Management, Small Business, Retirement Planning, Retirement, Pensions, Financial Planners, Insurance, Long-term Care, CalSTIRS/CalPERS
Education
California State University-Bakersfield
BS, Finance
Financial Industry
Currently Hold: Series 7, 66, 31 Life and Long-Term Care
Institute for Divorce Financial Analysts
CDFA, Certified Divorce Financial Analyst™
VALIC July 2014 - Present
KCFLS March 2012 - Present
MEDIATION AFFILIATES,Inc. March 2012 - Present
KERN COLLABORATIVE FAMILY LAW SOLUTIONS, KCFLS 2007 - Present
UBS Financial, Inc. November 2008 - March 2012
Last Chance Flowers 1984 - May 2010
Morgan Stanley August 2003 - November 2008
Play n' Jump Bounce Hou 2000 - 2003
A-1 Mobile Blind Washers 1990 - 2003
Prestige Pressure Wash 1990 - 2003
Skills
Mediation, Investments, Estate Planning, Strategic Financial..., Wealth Management, Small Business, Retirement Planning, Retirement, Pensions, Financial Planners, Insurance, Long-term Care, CalSTIRS/CalPERS
Education
California State University-Bakersfield
BS, Finance
Financial Industry
Currently Hold: Series 7, 66, 31 Life and Long-Term Care
Institute for Divorce Financial Analysts
CDFA, Certified Divorce Financial Analyst™
Stacy Stewart Howlin Stacy Stewart Howlin's VALIC Experience January 2008 - May 2011
Job Director Institutional Equity Sales at UBS
Industry Financial Services
Experience
UBS Financial Services Inc. May 2011 - Present
VALIC January 2008 - May 2011
Banc of America Securities September 1999 - February 2008
ING Barings Furman Selz February 1996 - September 1999
Lehman Brothers June 1986 - December 1995
Education
Auburn University, College of Business 1981 — 1985
BS, Finance
UBS Financial Services Inc. May 2011 - Present
VALIC January 2008 - May 2011
Banc of America Securities September 1999 - February 2008
ING Barings Furman Selz February 1996 - September 1999
Lehman Brothers June 1986 - December 1995
Education
Auburn University, College of Business 1981 — 1985
BS, Finance
Mark Nelsen Mark Nelsen's VALIC Experience 2014 - Present
Job Financial Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC 2014 - Present
Miranda Technologies May 2012 - July 2014
Miranda Technologies August 1997 - May 2012
NVision 1997 - 2009
American Airlines 1994 - 1997
Skills
Retirement Planning, Investments, 401k Rollovers, Pensions, Traditional IRA, Roth IRA, Social Security, Broadcast Engineering, IPTV, VOD, Digital Video, Streaming Media, Product Management, Broadcast Television, Digital TV, Product Marketing, Digital Asset Management, Product Development, Broadcast, HD Video, Satellite, Digital Media, Interactive TV, Television, Strategic Partnerships
Education
California State University-Chico 1988 — 1993
BSEE, Electrical and Electronics Engineering
VALIC 2014 - Present
Miranda Technologies May 2012 - July 2014
Miranda Technologies August 1997 - May 2012
NVision 1997 - 2009
American Airlines 1994 - 1997
Skills
Retirement Planning, Investments, 401k Rollovers, Pensions, Traditional IRA, Roth IRA, Social Security, Broadcast Engineering, IPTV, VOD, Digital Video, Streaming Media, Product Management, Broadcast Television, Digital TV, Product Marketing, Digital Asset Management, Product Development, Broadcast, HD Video, Satellite, Digital Media, Interactive TV, Television, Strategic Partnerships
Education
California State University-Chico 1988 — 1993
BSEE, Electrical and Electronics Engineering
James Kambestad James Kambestad's VALIC Experience April 2014 - Present
Job Financial Advisor at VALIC (AIG)
Industry Financial Services
Experience
VALIC April 2014 - Present
AXA March 2013 - March 2014
AXA Advisors 2013 - 2014
Waddell & Reed April 2011 - December 2012
Skills
Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Wealth Management, Portfolio Management, Fixed Annuities, Mutual Funds, Risk Management, Retirement, Series 7, Finance, Financial Planning
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Arts (B.A.), Political Economy
Torrey pines 1998 — 2001
High School Diploma
VALIC April 2014 - Present
AXA March 2013 - March 2014
AXA Advisors 2013 - 2014
Waddell & Reed April 2011 - December 2012
Skills
Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Wealth Management, Portfolio Management, Fixed Annuities, Mutual Funds, Risk Management, Retirement, Series 7, Finance, Financial Planning
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Arts (B.A.), Political Economy
Torrey pines 1998 — 2001
High School Diploma
Dominic Flewellyn's VALIC Experience May 2015 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC May 2015 - Present
Chamber of Commerce July 2014 - May 2015
Western & Southern Life June 2014 - May 2015
Education
Bowling Green State University 2010 — 2014
Bachelor's Degree, Accounting and Finance
Bowling Green State University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
VALIC May 2015 - Present
Chamber of Commerce July 2014 - May 2015
Western & Southern Life June 2014 - May 2015
Education
Bowling Green State University 2010 — 2014
Bachelor's Degree, Accounting and Finance
Bowling Green State University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Heith Moles, MBA, CFP®'s VALIC Experience April 2002 - Present
Job District Manager at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC April 2002 - Present
Skills
Retirement Planning, IRAs, Series 7, Investment Advisory, Wealth Management, Retirement, Wealth Accumulation, Strategic Financial..., Saving for Education, 401k Rollovers, College Savings Plans, Investment Management, Asset Allocation, Series 24, Series 66, Mutual Funds, Financial Planning
Education
Indiana Wesleyan University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ball State University - College of Business 1994 — 1997
Bachelor of Arts (B.A.), Banking and Financial Support Services
VALIC April 2002 - Present
Skills
Retirement Planning, IRAs, Series 7, Investment Advisory, Wealth Management, Retirement, Wealth Accumulation, Strategic Financial..., Saving for Education, 401k Rollovers, College Savings Plans, Investment Management, Asset Allocation, Series 24, Series 66, Mutual Funds, Financial Planning
Education
Indiana Wesleyan University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ball State University - College of Business 1994 — 1997
Bachelor of Arts (B.A.), Banking and Financial Support Services
Bobbi Smith Bobbi Smith's VALIC Experience April 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC April 2014 - Present
Charles Schwab December 2011 - March 2014
Charles Schwab October 2007 - December 2011
Charles Schwab March 2006 - October 2007
Skills
Communication Skills, Financial Services, Public Speaking, Asset Allocation, Securities, Relationship Management, Financial Advisory, Retirement Planning
Education
Arizona State University
Bachelor of Arts (BA), Communication, General
VALIC April 2014 - Present
Charles Schwab December 2011 - March 2014
Charles Schwab October 2007 - December 2011
Charles Schwab March 2006 - October 2007
Skills
Communication Skills, Financial Services, Public Speaking, Asset Allocation, Securities, Relationship Management, Financial Advisory, Retirement Planning
Education
Arizona State University
Bachelor of Arts (BA), Communication, General
Chris Fleischmann Chris Fleischmann's VALIC Experience September 2013 - Present
Job Front End Developer at VALIC
Industry Internet
Experience
VALIC September 2013 - Present
Astadia October 1999 - September 2013
Skills
Web Development, HTML, XHTML, HTML 5, XML, CSS, CSS3, JavaScript, jQuery, Mootools, MySQL, PHP, VBScript, Mobile Web Design, Hybrid Mobile..., Information Architecture, User Experience, Mobile Applications, ASP, SEO, AJAX, Web Analytics, CMS, Software Development, Web Design, E-commerce, User Interface, Front-end, Web Applications, Website Development, ActionScript
Education
Austin College 1993 — 1998
B.A., Communication Arts, Minor in Philosophy
VALIC September 2013 - Present
Astadia October 1999 - September 2013
Skills
Web Development, HTML, XHTML, HTML 5, XML, CSS, CSS3, JavaScript, jQuery, Mootools, MySQL, PHP, VBScript, Mobile Web Design, Hybrid Mobile..., Information Architecture, User Experience, Mobile Applications, ASP, SEO, AJAX, Web Analytics, CMS, Software Development, Web Design, E-commerce, User Interface, Front-end, Web Applications, Website Development, ActionScript
Education
Austin College 1993 — 1998
B.A., Communication Arts, Minor in Philosophy
Reginald Allison Reginald Allison's VALIC Experience July 2015 - Present
Job Retirement Specialist Trainee at VALIC
Industry Financial Services
Experience
VALIC July 2015 - Present
Baylor University November 2014 - May 2015
Baylor University August 2012 - November 2014
Aflac June 2014 - August 2014
Baylor University February 2012 - August 2012
Sonic Drive-In July 2009 - December 2009
Skills
Business Ethics, Teamwork, Leadership, Customer Service, Public Speaking, Communication, Adaptability, Written Communication, Financial Advisory, Retirement Planning, Retirement, Wealth Management, Investments, Asset Allocation, Mutual Funds, Fixed Annuities, Variable Annuities, Life Insurance, 401k, 403 b, IRAs, Conflict Resolution, Consulting, Coaching, Finance, Series 6, Investment Strategies
Education
Baylor University - Hankamer School of Business 2011 — 2015
Economics Major, English Minor, Senior
William J. Palmer High School 2007 — 2011
VALIC July 2015 - Present
Baylor University November 2014 - May 2015
Baylor University August 2012 - November 2014
Aflac June 2014 - August 2014
Baylor University February 2012 - August 2012
Sonic Drive-In July 2009 - December 2009
Skills
Business Ethics, Teamwork, Leadership, Customer Service, Public Speaking, Communication, Adaptability, Written Communication, Financial Advisory, Retirement Planning, Retirement, Wealth Management, Investments, Asset Allocation, Mutual Funds, Fixed Annuities, Variable Annuities, Life Insurance, 401k, 403 b, IRAs, Conflict Resolution, Consulting, Coaching, Finance, Series 6, Investment Strategies
Education
Baylor University - Hankamer School of Business 2011 — 2015
Economics Major, English Minor, Senior
William J. Palmer High School 2007 — 2011
LaCretia Legg LaCretia Legg's VALIC Experience August 2011 - May 2013
Job Accounts Payable
Industry Accounting
Experience
Elliott Electric Supply May 2013 - Present
VALIC August 2011 - May 2013
Days Inn October 2007 - June 2011
Dollar General February 2008 - July 2008
JPMorgan Chase January 2006 - October 2007
Walmart Super Center January 2005 - January 2006
French Market Express October 2004 - January 2005
Pizza Hut August 2001 - September 2004
Greater Nevada Auto Auction December 1999 - January 2001
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Lotus Notes, Typing, Microsoft Outlook, 10 Key, AS400, Customer Service, Time Management, Inventory Management, Fax, Teamwork, Windows 7, Filing, Cashiering, Hospitality, Microsoft Office, Finance, Data Entry, Telephone Skills, Training, Spreadsheets, Software Documentation, Microsoft Office 2007, Office Equipment, Front Office, Windows, Account Reconciliation, Call Centers, Office Administration, Leadership, Retail, Customer Satisfaction, Phone Etiquette, Critical Thinking
Education
American InterContinental University 2007 — 2011
Bachelor, Business Administration
American InterContinental University
Associate of Arts, Business Administration - Healthcare Administration
Northwestern State University 1995 — 1998
Elliott Electric Supply May 2013 - Present
VALIC August 2011 - May 2013
Days Inn October 2007 - June 2011
Dollar General February 2008 - July 2008
JPMorgan Chase January 2006 - October 2007
Walmart Super Center January 2005 - January 2006
French Market Express October 2004 - January 2005
Pizza Hut August 2001 - September 2004
Greater Nevada Auto Auction December 1999 - January 2001
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Lotus Notes, Typing, Microsoft Outlook, 10 Key, AS400, Customer Service, Time Management, Inventory Management, Fax, Teamwork, Windows 7, Filing, Cashiering, Hospitality, Microsoft Office, Finance, Data Entry, Telephone Skills, Training, Spreadsheets, Software Documentation, Microsoft Office 2007, Office Equipment, Front Office, Windows, Account Reconciliation, Call Centers, Office Administration, Leadership, Retail, Customer Satisfaction, Phone Etiquette, Critical Thinking
Education
American InterContinental University 2007 — 2011
Bachelor, Business Administration
American InterContinental University
Associate of Arts, Business Administration - Healthcare Administration
Northwestern State University 1995 — 1998
Alesheia GodBold's VALIC Experience April 2011 - Present
Job Senior Operations Processor at VALIC
Industry Financial Services
Experience
VALIC April 2011 - Present
ExxonMobil December 2008 - September 2009
Skills
Administrative..., Customer Service, Invoicing, Lotus Notes, Microsoft Office, Problem Solving, Office Administration, Data Entry, Telephone Skills, Spreadsheets
Education
Belhaven University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lone Star College System 2010 — 2011
Human Services, General
Morgan Park Highschool
VALIC April 2011 - Present
ExxonMobil December 2008 - September 2009
Skills
Administrative..., Customer Service, Invoicing, Lotus Notes, Microsoft Office, Problem Solving, Office Administration, Data Entry, Telephone Skills, Spreadsheets
Education
Belhaven University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lone Star College System 2010 — 2011
Human Services, General
Morgan Park Highschool
Roberth Bragau Roberth Bragau's VALIC Experience August 2013 - January 2014
Job Legal Business Analyst at UHaul International, Inc.
Industry Transportation/Trucking/Railroad
Experience
U-Haul International, Inc. March 2014 - Present
VALIC August 2013 - January 2014
RR Donnelley May 2013 - August 2013
Level 3 Communications June 2011 - April 2012
Charming Shoppes June 2006 - September 2008
Crosstown Traders 2006 - 2008
RPImaging January 2006 - May 2006
Skills
Forecasting, E-commerce, Process Improvement, Project Management, Strategic Planning, Team Building, Management, Leadership, Business Analysis, Vendor Management, PowerPoint, Analysis, Microsoft Excel
Education
Arizona State University 2010 — 2012
M.B.A., Business
University of Arizona 2001 — 2005
BSBA, Business Management
U-Haul International, Inc. March 2014 - Present
VALIC August 2013 - January 2014
RR Donnelley May 2013 - August 2013
Level 3 Communications June 2011 - April 2012
Charming Shoppes June 2006 - September 2008
Crosstown Traders 2006 - 2008
RPImaging January 2006 - May 2006
Skills
Forecasting, E-commerce, Process Improvement, Project Management, Strategic Planning, Team Building, Management, Leadership, Business Analysis, Vendor Management, PowerPoint, Analysis, Microsoft Excel
Education
Arizona State University 2010 — 2012
M.B.A., Business
University of Arizona 2001 — 2005
BSBA, Business Management
James Birkbeck, CFP® James Birkbeck, CFP®'s VALIC Experience December 2009 - April 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Regions Investment Solutions April 2013 - July 2014
VALIC December 2009 - April 2013
Wachovia Bank / Wachovia Securities July 2006 - December 2009
Genesys Conferencing March 2005 - July 2006
Cebeyond Communications August 2004 - March 2005
Skills
Fixed Annuities, Insurance, Retirement Planning, New Business Development, Sales, Customer Service, Wealth Preservation..., Financial Services, Investments, Risk Management
Education
Berry College 2000 — 2004
Bachelor of Arts (B.A.), Communications
Harrison High School 1996 — 2000
Wells Fargo Advisors July 2014 - Present
Regions Investment Solutions April 2013 - July 2014
VALIC December 2009 - April 2013
Wachovia Bank / Wachovia Securities July 2006 - December 2009
Genesys Conferencing March 2005 - July 2006
Cebeyond Communications August 2004 - March 2005
Skills
Fixed Annuities, Insurance, Retirement Planning, New Business Development, Sales, Customer Service, Wealth Preservation..., Financial Services, Investments, Risk Management
Education
Berry College 2000 — 2004
Bachelor of Arts (B.A.), Communications
Harrison High School 1996 — 2000
Michelle Simpkins Michelle Simpkins's VALIC Experience April 2011 - December 2013
Job Accounting Intern at Looker
Industry Accounting
Experience
Looker July 2015 - Present
Bookkeeping/Accounting Services January 2009 - Present
Richard Fitts Construction June 2012 - December 2013
VALIC April 2011 - December 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, QuickBooks, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Payroll, Financial Accounting, Budgets, Cash Flow, Bookkeeping, Confidentiality, Peachtree, Customer Service, Data Privacy, Compliance, Organization, Manufacturing, Public Speaking, Teaching, Healthcare, Data Entry, Skin Care, Beauty Industry, Holistic Health, Corporate Finance, Financial Reporting
Education
San Jose State University 2013 — 2015
Bachelor’s Degree, Accounting, GPA 3.94, President's Scholar, Summa Cum Laude, Gary J. Sbona Honors Program
Cabrillo College 2010 — 2012
Associate's Degree, Accounting and Finance, Cumulative 3.96
Looker July 2015 - Present
Bookkeeping/Accounting Services January 2009 - Present
Richard Fitts Construction June 2012 - December 2013
VALIC April 2011 - December 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, QuickBooks, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Payroll, Financial Accounting, Budgets, Cash Flow, Bookkeeping, Confidentiality, Peachtree, Customer Service, Data Privacy, Compliance, Organization, Manufacturing, Public Speaking, Teaching, Healthcare, Data Entry, Skin Care, Beauty Industry, Holistic Health, Corporate Finance, Financial Reporting
Education
San Jose State University 2013 — 2015
Bachelor’s Degree, Accounting, GPA 3.94, President's Scholar, Summa Cum Laude, Gary J. Sbona Honors Program
Cabrillo College 2010 — 2012
Associate's Degree, Accounting and Finance, Cumulative 3.96
Silva Andrews Silva Andrews's VALIC Experience June 2003 - May 2009
Job Assurance Administrative Assistant
Industry Accounting
Experience
BDO USA, LLP April 2014 - Present
Parks Productions, Ltd. June 2011 - February 2014
VALIC June 2003 - May 2009
Skills
Digital Marketing, Marketing Communications, Marketing, Social Media Marketing, Social Media, Customer Service, Lead Generation, Web Content Management, Lotus Notes, Client Services, Project Management, Account Management, Advertising, Direct Marketing, Management, Marketing Strategy
Education
Berkeley College 2015 — 2018
Bachelor’s Degree, Accounting
BDO USA, LLP April 2014 - Present
Parks Productions, Ltd. June 2011 - February 2014
VALIC June 2003 - May 2009
Skills
Digital Marketing, Marketing Communications, Marketing, Social Media Marketing, Social Media, Customer Service, Lead Generation, Web Content Management, Lotus Notes, Client Services, Project Management, Account Management, Advertising, Direct Marketing, Management, Marketing Strategy
Education
Berkeley College 2015 — 2018
Bachelor’s Degree, Accounting
Manning Stinson's VALIC Experience October 2010 - August 2011
Job Web & Graphic Designer
Industry Media Production
Experience
Affirmed Living June 2007 - Present
CEO Space December 2003 - Present
Waste Management February 2014 - September 2014
Hewlett-Packard June 2012 - August 2012
The Source for Women of Houston April 2011 - December 2011
VALIC October 2010 - August 2011
The Art Institute of Houston November 2009 - October 2010
Westgate Resorts July 2005 - June 2007
Skills
ActionScript, Adobe Creative Suite, HTML, Microsoft Office, Email Marketing, PHP, Skype, After Effects, MySQL, HTML + CSS, User Interface Design, E-learning Development, Zoho, Woocommerce, WordPress, Illustrator, Dreamweaver, Public Speaking, Online Marketing, Social Media, Social Networking, Social Media Marketing
Education
University of Houston-Clear Lake 2011 — 2015
Masters, Digital Media Studies
Art Institute of Houston 2009 — 2011
BFA, Web Design & Interactive Media
Art Institute of Houston 2001 — 2003
AAS, Multimedia & Web Design
Affirmed Living June 2007 - Present
CEO Space December 2003 - Present
Waste Management February 2014 - September 2014
Hewlett-Packard June 2012 - August 2012
The Source for Women of Houston April 2011 - December 2011
VALIC October 2010 - August 2011
The Art Institute of Houston November 2009 - October 2010
Westgate Resorts July 2005 - June 2007
Skills
ActionScript, Adobe Creative Suite, HTML, Microsoft Office, Email Marketing, PHP, Skype, After Effects, MySQL, HTML + CSS, User Interface Design, E-learning Development, Zoho, Woocommerce, WordPress, Illustrator, Dreamweaver, Public Speaking, Online Marketing, Social Media, Social Networking, Social Media Marketing
Education
University of Houston-Clear Lake 2011 — 2015
Masters, Digital Media Studies
Art Institute of Houston 2009 — 2011
BFA, Web Design & Interactive Media
Art Institute of Houston 2001 — 2003
AAS, Multimedia & Web Design
Hank Lewis Hank Lewis's VALIC Experience 1999 - 2007
Job Associate Professor of Economics at Lone Star College
Industry Higher Education
Experience
Lone Star College 2010 - Present
HankOnFood.com 2010 - Present
VALIC 1999 - 2007
Skills
Instruction, Tutoring, Blogging, Economics, Econometrics, Statistical Data..., Swim Instruction, Mathematics, Statistical Modeling, Cycling, Visual Media, New Media, Social Media, Mentoring, Leadership, Stata, Teaching, Macroeconomics, Higher Education, Visual Arts, Microeconomics
Education
Rice University 1991 — 1992
MS, Econometrics and Quantitative Economics
Baylor University 1989 — 1991
MS, Mathematics and Statistics
Lone Star College 2010 - Present
HankOnFood.com 2010 - Present
VALIC 1999 - 2007
Skills
Instruction, Tutoring, Blogging, Economics, Econometrics, Statistical Data..., Swim Instruction, Mathematics, Statistical Modeling, Cycling, Visual Media, New Media, Social Media, Mentoring, Leadership, Stata, Teaching, Macroeconomics, Higher Education, Visual Arts, Microeconomics
Education
Rice University 1991 — 1992
MS, Econometrics and Quantitative Economics
Baylor University 1989 — 1991
MS, Mathematics and Statistics
Bryan L. Breeding's VALIC Experience 2009 - 2010
Job Real Estate Advisor at TradeMark Properties, NC
Industry Commercial Real Estate
Experience
TradeMark Properties, NC April 2013 - June 2015
Sun Trust Investment Services 2010 - 2012
VALIC 2009 - 2010
J.P. Morgan Chase July 2004 - September 2008
Skills
Tenant Representation, North Carolina Real..., Series 7, Series 63, Series 6, Series 65, Retirement, Retirement Planning, Mutual Funds, Investments, IRAs, Sales, Investment Advisory, Asset Allocation, FINRA, Commercial Real Estate, Real Estate Development, Investment Properties, Real Estate, Real Estate Transactions, Leases, Tenant, Property Management, Brokerage, Contract Negotiation, Location Intelligence, Finance
Education
Arizona State University 1994 — 1997
Bachelor of Arts (B.A.), Communications
TradeMark Properties, NC April 2013 - June 2015
Sun Trust Investment Services 2010 - 2012
VALIC 2009 - 2010
J.P. Morgan Chase July 2004 - September 2008
Skills
Tenant Representation, North Carolina Real..., Series 7, Series 63, Series 6, Series 65, Retirement, Retirement Planning, Mutual Funds, Investments, IRAs, Sales, Investment Advisory, Asset Allocation, FINRA, Commercial Real Estate, Real Estate Development, Investment Properties, Real Estate, Real Estate Transactions, Leases, Tenant, Property Management, Brokerage, Contract Negotiation, Location Intelligence, Finance
Education
Arizona State University 1994 — 1997
Bachelor of Arts (B.A.), Communications
Frank Fallon Frank Fallon's VALIC Experience July 2006 - May 2012
Job Financial Advisor
Industry Financial Services
Experience
VALIC July 2006 - May 2012
St Thomas More Catholic School 2004 - 2009
St Thomas More Catholic School 2004 - 2009
Wells Fargo January 2001 - June 2006
American Express September 1991 - December 2000
Digital Equipment Corporation August 1983 - December 1991
Skills
Retirement Planning, Uniform Combined State..., Series 7, IRAs, Retirement, Wealth Accumulation, Investment Advisory, Wealth Management, Fixed Annuities, Series 63, 401k, Mutual Funds, Series 65, Strategic Financial..., Life Insurance, Finance, Estate Planning, Securities, Investments, Defined Contribution, Alternative Investments, FINRA, Investment Strategies, Asset Allocation, Long-term Care, Financial Advisory, Series 24, Loans, Asset Management, Pensions, Personal Financial..., Investment Management, Portfolio Management, Financial Services, Financial Planning
Education
Campbell University 2003 — 2005
Masters Degree, Trust and Investment Management
Bentley College
Bachelor of Science (BS), Business Administration and Management, General
Springfield College
Masters Degree, Counseling Psychology
VALIC July 2006 - May 2012
St Thomas More Catholic School 2004 - 2009
St Thomas More Catholic School 2004 - 2009
Wells Fargo January 2001 - June 2006
American Express September 1991 - December 2000
Digital Equipment Corporation August 1983 - December 1991
Skills
Retirement Planning, Uniform Combined State..., Series 7, IRAs, Retirement, Wealth Accumulation, Investment Advisory, Wealth Management, Fixed Annuities, Series 63, 401k, Mutual Funds, Series 65, Strategic Financial..., Life Insurance, Finance, Estate Planning, Securities, Investments, Defined Contribution, Alternative Investments, FINRA, Investment Strategies, Asset Allocation, Long-term Care, Financial Advisory, Series 24, Loans, Asset Management, Pensions, Personal Financial..., Investment Management, Portfolio Management, Financial Services, Financial Planning
Education
Campbell University 2003 — 2005
Masters Degree, Trust and Investment Management
Bentley College
Bachelor of Science (BS), Business Administration and Management, General
Springfield College
Masters Degree, Counseling Psychology
Brad Parkin Brad Parkin's VALIC Experience September 2010 - Present
Job Financial advisor
Industry Financial Services
Experience
VALIC September 2010 - Present
Titan Mgmt, LLC 2005 - Present
Applied Financial, Inc. April 2004 - December 2005
Merrill Scott/CGI, Inc August 1998 - December 2003
Freedom Mortgage 1992 - 1998
Lehman Brothers 1986 - 1992
Skills
Strategic Financial..., Financial Analysis, Management, Tax, Finance, Sales, Investments, Portfolio Management, Financial Reporting, Mergers & Acquisitions, Securities, Small Business, Mutual Funds, Insurance, Series 7, Budgets, Start-ups, Strategic Planning, Business Strategy, Corporate Finance, Business Planning, Process Improvement, Financial Services, Credit
Education
Brigham Young University
BS, Finance
VALIC September 2010 - Present
Titan Mgmt, LLC 2005 - Present
Applied Financial, Inc. April 2004 - December 2005
Merrill Scott/CGI, Inc August 1998 - December 2003
Freedom Mortgage 1992 - 1998
Lehman Brothers 1986 - 1992
Skills
Strategic Financial..., Financial Analysis, Management, Tax, Finance, Sales, Investments, Portfolio Management, Financial Reporting, Mergers & Acquisitions, Securities, Small Business, Mutual Funds, Insurance, Series 7, Budgets, Start-ups, Strategic Planning, Business Strategy, Corporate Finance, Business Planning, Process Improvement, Financial Services, Credit
Education
Brigham Young University
BS, Finance
Richard Imamura Richard Imamura's VALIC Experience February 2001 - February 2014
Job Financial Advisor at Fountainhead Wealth
Industry Financial Services
Experience
Fountainhead Wealth February 2014 - Present
VALIC February 2001 - February 2014
New York Life Insurance Company August 1996 - February 2001
Geil Enterprises Inc 1991 - 1996
Skills
Microsoft Word, Series 7, Finance, Insurance
Education
California State University, Fresno 1982 — 2001
Bachelor's Degree, Business Administration and Management, General
Fountainhead Wealth February 2014 - Present
VALIC February 2001 - February 2014
New York Life Insurance Company August 1996 - February 2001
Geil Enterprises Inc 1991 - 1996
Skills
Microsoft Word, Series 7, Finance, Insurance
Education
California State University, Fresno 1982 — 2001
Bachelor's Degree, Business Administration and Management, General
Barry Eller Barry Eller's VALIC Experience December 2002 - March 2007
Job SVP/Regional Investment Sales Manager BBVA Compass
Industry Financial Services
Experience
BBVA Compass June 2015 - Present
Voya Financial February 2014 - June 2015
MetLife Resources September 2010 - December 2013
Western & Southern Financial Group April 2008 - January 2010
VALIC December 2002 - March 2007
VALIC January 1994 - December 2002
Education
Brigham Young University
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
City University of Seattle
Master of Business Administration (M.B.A.), Finance, General
BBVA Compass June 2015 - Present
Voya Financial February 2014 - June 2015
MetLife Resources September 2010 - December 2013
Western & Southern Financial Group April 2008 - January 2010
VALIC December 2002 - March 2007
VALIC January 1994 - December 2002
Education
Brigham Young University
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
City University of Seattle
Master of Business Administration (M.B.A.), Finance, General
Kathy Arendsen's VALIC Experience May 2011 - Present
Job Financial Advisor for VALIC
Industry Financial Services
Experience
VALIC May 2011 - Present
United Way of Lane County January 2010 - April 2011
University of Oregon July 2002 - June 2009
Mississippi State University February 1997 - July 2002
Yale University August 1991 - February 1997
Skills
Public Speaking, Event Planning, Social Media, Social Networking, Coaching, Sales, Leadership, Non-profits, Research, Editing, Team Building, Softball, Marketing Communications, Small Business, Team Leadership, Social Media Marketing, PowerPoint, Business Development, Microsoft Word, Program Development, Marketing Strategy, Project Management, Entrepreneurship, Grant Writing, Training, Facebook, Leadership Development, Management, Volunteer Management
Education
California State University-Chico 1979 — 1980
BA, Sports Management
Texas Woman's University 1977 — 1979
VALIC May 2011 - Present
United Way of Lane County January 2010 - April 2011
University of Oregon July 2002 - June 2009
Mississippi State University February 1997 - July 2002
Yale University August 1991 - February 1997
Skills
Public Speaking, Event Planning, Social Media, Social Networking, Coaching, Sales, Leadership, Non-profits, Research, Editing, Team Building, Softball, Marketing Communications, Small Business, Team Leadership, Social Media Marketing, PowerPoint, Business Development, Microsoft Word, Program Development, Marketing Strategy, Project Management, Entrepreneurship, Grant Writing, Training, Facebook, Leadership Development, Management, Volunteer Management
Education
California State University-Chico 1979 — 1980
BA, Sports Management
Texas Woman's University 1977 — 1979
Carl Miserendino Carl Miserendino's VALIC Experience December 2014 - Present
Job Financial Advisor at VALIC
Industry Real Estate
Experience
VALIC December 2014 - Present
Prestige Properties July 2012 - September 2015
CENTURY 21 Koullas Realty March 2012 - July 2012
Keller Willaims March 2009 - March 2012
Skills
Sellers, Listings, Investment Properties, Real Estate, Negotiation, Property, Buyer Representation, Condos, Sales, Communication, Microsoft Excel, Lead Generation, Series 7, Series 66, 529 Plans, Mutual Funds, Life Insurance
Education
Auburn University
Blessed Trinity Catholic High School
Columbus State University
VALIC December 2014 - Present
Prestige Properties July 2012 - September 2015
CENTURY 21 Koullas Realty March 2012 - July 2012
Keller Willaims March 2009 - March 2012
Skills
Sellers, Listings, Investment Properties, Real Estate, Negotiation, Property, Buyer Representation, Condos, Sales, Communication, Microsoft Excel, Lead Generation, Series 7, Series 66, 529 Plans, Mutual Funds, Life Insurance
Education
Auburn University
Blessed Trinity Catholic High School
Columbus State University
Sarah Carr, CFP®'s VALIC Experience March 2004 - March 2005
Job Owner, Financial Planner & Consultant
Industry Financial Services
Experience
Personal Priorities Financial Planning & Consulting June 2012 - Present
Corning Credit Union March 2008 - June 2012
First Citizens Community Bank January 2007 - March 2008
Chemung Canal Trust Company March 2005 - January 2007
VALIC March 2004 - March 2005
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Mutual Funds, Retirement, Investment Advisory, Estate Planning, Financial Analysis, Financial Advisory, Investment Strategies, Insurance, Banking, Asset Management, Asset Allocation, Risk Management, Pensions, Financial Planners, IRAs, Finance
Education
Boston University
Personal Priorities Financial Planning & Consulting June 2012 - Present
Corning Credit Union March 2008 - June 2012
First Citizens Community Bank January 2007 - March 2008
Chemung Canal Trust Company March 2005 - January 2007
VALIC March 2004 - March 2005
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Mutual Funds, Retirement, Investment Advisory, Estate Planning, Financial Analysis, Financial Advisory, Investment Strategies, Insurance, Banking, Asset Management, Asset Allocation, Risk Management, Pensions, Financial Planners, IRAs, Finance
Education
Boston University
Stephanie Wixted Stephanie Wixted's VALIC Experience September 2011 - January 2012
Job eCommerce Sales & Service Agent at Walt Disney World
Industry Financial Services
Experience
KB Financial Partners August 2012 - July 2013
VALIC September 2011 - January 2012
New Century Investor Services October 2007 - December 2010
New Century Planning October 2003 - August 2007
Prudential March 2000 - October 2003
First Investors Corporation February 1992 - March 2000
Skills
Management, Team Building, Finance, Human Resources, Small Business, Time Management, Leadership, Financial Services, Customer Retention, Sales, Training, Microsoft Excel, Microsoft Office, Customer Service, Marketing, PowerPoint, Microsoft Word, Outlook
Education
Brookdale Community College
Associate of Arts and Sciences (AAS), Marketing
Manalapan High School
diploma, college prep
KB Financial Partners August 2012 - July 2013
VALIC September 2011 - January 2012
New Century Investor Services October 2007 - December 2010
New Century Planning October 2003 - August 2007
Prudential March 2000 - October 2003
First Investors Corporation February 1992 - March 2000
Skills
Management, Team Building, Finance, Human Resources, Small Business, Time Management, Leadership, Financial Services, Customer Retention, Sales, Training, Microsoft Excel, Microsoft Office, Customer Service, Marketing, PowerPoint, Microsoft Word, Outlook
Education
Brookdale Community College
Associate of Arts and Sciences (AAS), Marketing
Manalapan High School
diploma, college prep
Donna Chamblee's VALIC Experience July 2012 - Present
Job Financial Advisor at Valic
Industry Financial Services
Experience
VALIC July 2012 - Present
Merrill Lynch May 2010 - April 2012
Cooreman Real Estate Group June 2007 - February 2009
Skills
Strategic Financial..., Retirement Planning, Series 7, IRAs, Series 63, Wealth Management, Retirement, Estate Planning, Investment Advisory, Investment Strategies, Fixed Annuities, Asset Allocation, 401k, Mutual Funds, Financial Advisory, Financial Analysis, 401k Rollovers, Uniform Combined State..., College Savings Plans, Securities, Investments, 529 Plans, Series 65, Wealth Management..., Finance, Insurance, Cash Management
Education
Bethel College
Bachelor of Science (B.S.), Organizational Management
LaSalle High School
VALIC July 2012 - Present
Merrill Lynch May 2010 - April 2012
Cooreman Real Estate Group June 2007 - February 2009
Skills
Strategic Financial..., Retirement Planning, Series 7, IRAs, Series 63, Wealth Management, Retirement, Estate Planning, Investment Advisory, Investment Strategies, Fixed Annuities, Asset Allocation, 401k, Mutual Funds, Financial Advisory, Financial Analysis, 401k Rollovers, Uniform Combined State..., College Savings Plans, Securities, Investments, 529 Plans, Series 65, Wealth Management..., Finance, Insurance, Cash Management
Education
Bethel College
Bachelor of Science (B.S.), Organizational Management
LaSalle High School
Ebony Gaines Ebony Gaines's VALIC Experience January 2013 - September 2013
Job Customer Service Rep. at APAC Customer Services
Industry Outsourcing/Offshoring
Experience
APAC Customer Services November 2013 - Present
Lane Bryant January 2013 - October 2013
VALIC January 2013 - September 2013
Faith & Peace Enterprises Incorporated April 2004 - December 2012
Faith & Peace Enterprises 2004 - 2012
Marque Learning Center Incorporated March 2010 - March 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Filing tax reports, Customer Service, Accounts Payable, Accounts Receivable, Management, Event Planning, Analysis, Social Media
Education
Texas State University 2008 — 2012
Bachelor of Science, Applied Sociology
Angelo State University 2007 — 2008
Business Management
APAC Customer Services November 2013 - Present
Lane Bryant January 2013 - October 2013
VALIC January 2013 - September 2013
Faith & Peace Enterprises Incorporated April 2004 - December 2012
Faith & Peace Enterprises 2004 - 2012
Marque Learning Center Incorporated March 2010 - March 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Filing tax reports, Customer Service, Accounts Payable, Accounts Receivable, Management, Event Planning, Analysis, Social Media
Education
Texas State University 2008 — 2012
Bachelor of Science, Applied Sociology
Angelo State University 2007 — 2008
Business Management
John R. Burch, CFP® John R. Burch, CFP®'s VALIC Experience September 2008 - November 2013
Job Owner at Stewardly, Inc
Industry Financial Services
Experience
Stewardly, Inc July 2015 - Present
BCR Wealth Advisors November 2013 - July 2015
VALIC September 2008 - November 2013
Ogeechee Technical College September 2005 - May 2007
AgSouth Farm Credit September 1998 - September 2005
Skills
Personal Financial..., Retirement Planning, Wealth Management, Retirement, Pensions, 401k Rollovers, Investment Strategies, 401k, Insurance, Disability Insurance, Long-term Care, Fixed Annuities, Financial Planning, Portfolio Management, Estate Planning, Mutual Funds, Investments, Financial Advisory, Investment Advisory, Finance, Wealth, Financial Services, Strategic Planning, Financial Analysis, Public Speaking
Education
North Carolina State University 1991 — 1994
Master of Science (M.S.), Agricultural Economics
Auburn University 1987 — 1991
Bachelor of Forest Management, Forestry
Stewardly, Inc July 2015 - Present
BCR Wealth Advisors November 2013 - July 2015
VALIC September 2008 - November 2013
Ogeechee Technical College September 2005 - May 2007
AgSouth Farm Credit September 1998 - September 2005
Skills
Personal Financial..., Retirement Planning, Wealth Management, Retirement, Pensions, 401k Rollovers, Investment Strategies, 401k, Insurance, Disability Insurance, Long-term Care, Fixed Annuities, Financial Planning, Portfolio Management, Estate Planning, Mutual Funds, Investments, Financial Advisory, Investment Advisory, Finance, Wealth, Financial Services, Strategic Planning, Financial Analysis, Public Speaking
Education
North Carolina State University 1991 — 1994
Master of Science (M.S.), Agricultural Economics
Auburn University 1987 — 1991
Bachelor of Forest Management, Forestry
Justin Ozeroff Justin Ozeroff's VALIC Experience June 2011 - Present
Job Financial Adviser VALIC/AIG
Industry Financial Services
Experience
VALIC June 2011 - Present
Merrill Lynch January 2006 - June 2011
ARGENT SAVINGS and LOAN January 1991 - January 2005
Family Service Agency January 1992 - January 1999
Northern California Collection Service January 1992 - January 1996
Skills
Environmental Impact..., Environmental Management, Environmental Compliance, Recruiting, Finance, Program Management, Mortgage Lending, Business Development, Loans, Interviews, Operations Management, Accounting, Research, Series 7, Investments, Retirement, Fixed Annuities, Series 63, 401k, IRAs
Education
California State University-Sacramento 1995 — 2000
BS, Enviromental Resouce
California State University-Sacramento 1996 — 1999
Bachelor of Science, Environmental Science; Air quality, water and energy resource management
VALIC June 2011 - Present
Merrill Lynch January 2006 - June 2011
ARGENT SAVINGS and LOAN January 1991 - January 2005
Family Service Agency January 1992 - January 1999
Northern California Collection Service January 1992 - January 1996
Skills
Environmental Impact..., Environmental Management, Environmental Compliance, Recruiting, Finance, Program Management, Mortgage Lending, Business Development, Loans, Interviews, Operations Management, Accounting, Research, Series 7, Investments, Retirement, Fixed Annuities, Series 63, 401k, IRAs
Education
California State University-Sacramento 1995 — 2000
BS, Enviromental Resouce
California State University-Sacramento 1996 — 1999
Bachelor of Science, Environmental Science; Air quality, water and energy resource management
Pedro S Hernandez Pedro S Hernandez's VALIC Experience August 2006 - May 2012
Job Graphic Design and Data Entry Operator
Industry Graphic Design
Experience
Kelly Services August 2012 - February 2013
VALIC August 2006 - May 2012
AIG Annuity August 2006 - December 2010
AIG Annuity January 2005 - August 2005
CS STARS July 1999 - January 2005
Skills
Graphic Design, Adobe Creative Suite, Microsoft Office 2007, Windows 7, Windows Vista, Photoshop
Education
Art Institute of Pittsburgh 2009 — 2012
Associates, Graphic Design, 3.71
Amarillo College 1996 — 2001
Associates, Computer Information Systems
Caprock Highschool
Kelly Services August 2012 - February 2013
VALIC August 2006 - May 2012
AIG Annuity August 2006 - December 2010
AIG Annuity January 2005 - August 2005
CS STARS July 1999 - January 2005
Skills
Graphic Design, Adobe Creative Suite, Microsoft Office 2007, Windows 7, Windows Vista, Photoshop
Education
Art Institute of Pittsburgh 2009 — 2012
Associates, Graphic Design, 3.71
Amarillo College 1996 — 2001
Associates, Computer Information Systems
Caprock Highschool
Edmond McKone, CFP® Edmond McKone, CFP®'s VALIC Experience 1996 - 2003
Job Business Acquisition Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo Bank June 2003 - December 2014
VALIC 1996 - 2003
American Express Financial Advisors 1991 - 1992
Skills
Credit, Credit Analysis, Asset Allocation, Series 7, Wealth Management, Small Business Lending, Mortgage Banking, Loans, Mortgage Lending, Commercial Lending, Certified Financial..., Lines Of Credit, Consumer Lending
Education
California State University-Chico 1988 — 1991
BA, Communication and Business
Wells Fargo January 2015 - Present
Wells Fargo Bank June 2003 - December 2014
VALIC 1996 - 2003
American Express Financial Advisors 1991 - 1992
Skills
Credit, Credit Analysis, Asset Allocation, Series 7, Wealth Management, Small Business Lending, Mortgage Banking, Loans, Mortgage Lending, Commercial Lending, Certified Financial..., Lines Of Credit, Consumer Lending
Education
California State University-Chico 1988 — 1991
BA, Communication and Business
Wayne Sackley Wayne Sackley's VALIC Experience January 2000 - November 2011
Job Financial Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
AXA Advisors July 2012 - September 2012
The Legend Group November 2011 - July 2012
VALIC January 2000 - November 2011
Aon Consulting December 1995 - December 1999
Godwins Securities September 1990 - December 1995
Education
Brigham Young University 1984 — 1988
Bachelors, Finance
Fidelity Investments October 2012 - Present
AXA Advisors July 2012 - September 2012
The Legend Group November 2011 - July 2012
VALIC January 2000 - November 2011
Aon Consulting December 1995 - December 1999
Godwins Securities September 1990 - December 1995
Education
Brigham Young University 1984 — 1988
Bachelors, Finance
Carla Molhoek Carla Molhoek's VALIC Experience September 2010 - Present
Job Financial Advisor at VALIC
Industry Investment Management
Experience
VALIC September 2010 - Present
Waddell & Reed October 2006 - August 2010
The Boeing Company/ Spirit AeroSystems September 1988 - May 2006
Boeing Commercial Airplanes 1988 - 2005
Skills
Series 66, Series 7, MBA, Portfolio Management, Financial Analysis, Compliance, Retirement, Securities, Facilities Management
Education
Webster University - Wichita, KS campus 1990 — 1992
MBA, Management
Emporia State University 1984 — 1986
BS, Finance
Butler Community College 1983 — 1984
Associate Degree, Business
VALIC September 2010 - Present
Waddell & Reed October 2006 - August 2010
The Boeing Company/ Spirit AeroSystems September 1988 - May 2006
Boeing Commercial Airplanes 1988 - 2005
Skills
Series 66, Series 7, MBA, Portfolio Management, Financial Analysis, Compliance, Retirement, Securities, Facilities Management
Education
Webster University - Wichita, KS campus 1990 — 1992
MBA, Management
Emporia State University 1984 — 1986
BS, Finance
Butler Community College 1983 — 1984
Associate Degree, Business
Joe Garrett Joe Garrett's VALIC Experience June 1999 - January 2001
Job Type "A" Personality + Can Do Attitude + Results Focused Drive = Top Preforming Salesperson
Industry Marketing and Advertising
Experience
Seal n' Stripe, Inc August 2010 - Present
WLWT NBC Cincinnati Hearst Television August 2007 - August 2010
Valassis May 2002 - March 2007
Orlando Sentinel March 2001 - May 2002
VALIC June 1999 - January 2001
Leo Burnett 1995 - 1998
Skills
Sales, Advertising, Account Management, Direct Marketing, Digital Marketing, New Business Development, Sales Management, Direct Mail, Marketing, Event Planning, Marketing Strategy, Strategic Planning, Public Relations, Media Planning, Social Media, Sales Operations, Marketing Communications, Team Building
Education
Bowling Green State University 1990 — 1995
B.A.
Seal n' Stripe, Inc August 2010 - Present
WLWT NBC Cincinnati Hearst Television August 2007 - August 2010
Valassis May 2002 - March 2007
Orlando Sentinel March 2001 - May 2002
VALIC June 1999 - January 2001
Leo Burnett 1995 - 1998
Skills
Sales, Advertising, Account Management, Direct Marketing, Digital Marketing, New Business Development, Sales Management, Direct Mail, Marketing, Event Planning, Marketing Strategy, Strategic Planning, Public Relations, Media Planning, Social Media, Sales Operations, Marketing Communications, Team Building
Education
Bowling Green State University 1990 — 1995
B.A.
John Nieradzik John Nieradzik's VALIC Experience 2006 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC 2006 - Present
World Savings 2004 - 2006
Edward Jones 2003 - 2004
Skills
Financial Planning, Fitness Training, Insurance, Retirement Planning, Investments, Strategic Financial..., Financial Advisory, Retirement, Series 7, Mutual Funds, Finance, Banking, Asset Allocation, Fixed Annuities, Series 63
Education
California State University-Stanislaus 2001 — 2002
Bachelor of Science (BS), History
Beyer high school 1994 — 1998
VALIC 2006 - Present
World Savings 2004 - 2006
Edward Jones 2003 - 2004
Skills
Financial Planning, Fitness Training, Insurance, Retirement Planning, Investments, Strategic Financial..., Financial Advisory, Retirement, Series 7, Mutual Funds, Finance, Banking, Asset Allocation, Fixed Annuities, Series 63
Education
California State University-Stanislaus 2001 — 2002
Bachelor of Science (BS), History
Beyer high school 1994 — 1998
Nathanael Phillips Nathanael Phillips's VALIC Experience March 2006 - September 2011
Job Senior Web Designer at UHaul International, Inc.
Industry Information Technology and Services
Experience
U-Haul International, Inc. June 2013 - Present
Self Employed September 2010 - Present
GlobalMed September 2011 - June 2013
VALIC March 2006 - September 2011
American Wholesale Thermographers October 2005 - March 2006
Directrix Computer Solutions September 2004 - October 2005
Moon Valley Bible Church April 2003 - September 2004
Skills
Windows, PHP, Web Design, CSS, Photoshop, Linux, Java, Troubleshooting, Databases, Wordpress, WordPress, Software Documentation, Customer Service, Technical Support, Training, HTML, Windows 7, Web Development
Education
Arizona State University West 2003 — 2009
BA, Integrative Studies
U-Haul International, Inc. June 2013 - Present
Self Employed September 2010 - Present
GlobalMed September 2011 - June 2013
VALIC March 2006 - September 2011
American Wholesale Thermographers October 2005 - March 2006
Directrix Computer Solutions September 2004 - October 2005
Moon Valley Bible Church April 2003 - September 2004
Skills
Windows, PHP, Web Design, CSS, Photoshop, Linux, Java, Troubleshooting, Databases, Wordpress, WordPress, Software Documentation, Customer Service, Technical Support, Training, HTML, Windows 7, Web Development
Education
Arizona State University West 2003 — 2009
BA, Integrative Studies
Arthur Zulu's VALIC Experience February 2011 - December 2011
Job Tax Technician at KPMG US
Industry Consumer Services
Experience
KPMG US January 2013 - Present
PwC January 2011 - Present
VALIC February 2011 - December 2011
Skills
Financial Analysis, Microsoft Excel, Customer Service, Outlook, Accounting, Microsoft Word, Microsoft Office, PowerPoint, Financial Services, Insurance, Budgets, Strategic Financial..., Finance, Investments, Financial Reporting, Risk Management, Call Center
Education
Ashford University 2012 — 2013
Master of Business Administration (M.B.A.), Finance, General
Sam Houston State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
KPMG US January 2013 - Present
PwC January 2011 - Present
VALIC February 2011 - December 2011
Skills
Financial Analysis, Microsoft Excel, Customer Service, Outlook, Accounting, Microsoft Word, Microsoft Office, PowerPoint, Financial Services, Insurance, Budgets, Strategic Financial..., Finance, Investments, Financial Reporting, Risk Management, Call Center
Education
Ashford University 2012 — 2013
Master of Business Administration (M.B.A.), Finance, General
Sam Houston State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Bert Prytherch Bert Prytherch's VALIC Experience January 1996 - Present
Job Financial Planning Advisor at VALIC
Industry Financial Services
Experience
VALIC January 1996 - Present
Skills
Retirement, Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Financial Advisory, Strategic Planning
Education
Auburn University 1982 — 1986
Bachelor's Degree, Finance and Financial Management Services
VALIC January 1996 - Present
Skills
Retirement, Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Financial Advisory, Strategic Planning
Education
Auburn University 1982 — 1986
Bachelor's Degree, Finance and Financial Management Services
Frank Deptola Frank Deptola's VALIC Experience January 2008 - May 2012
Job Independent, unbiased, feebased financial advice for affluent clients.
Industry Financial Services
Experience
Frank Deptola & Associates, LLC May 2012 - Present
VALIC January 2008 - May 2012
Waddell & Reed 2006 - 2008
Comalco, Martin Marietta Aluminum, & Alcoa 1973 - 2005
Skills
Investments, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Estate Planning, Investment Advisory, Strategic Planning, Alternative Investments, Portfolio Management, Asset Management, Financial Planning, 401(k) plans
Education
University of Southern California - Marshall School of Business 1989 — 1991
Master of Business Administration (MBA), Finance
California State University-Fullerton - College of Business and Economics
Master of Science (M.S.), Taxation
University of California, Irvine
Middle Management Program at the Graduate School of Administration
University of Pittsburgh
Bachelor of Arts (B.A.), Political Science
Frank Deptola & Associates, LLC May 2012 - Present
VALIC January 2008 - May 2012
Waddell & Reed 2006 - 2008
Comalco, Martin Marietta Aluminum, & Alcoa 1973 - 2005
Skills
Investments, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Estate Planning, Investment Advisory, Strategic Planning, Alternative Investments, Portfolio Management, Asset Management, Financial Planning, 401(k) plans
Education
University of Southern California - Marshall School of Business 1989 — 1991
Master of Business Administration (MBA), Finance
California State University-Fullerton - College of Business and Economics
Master of Science (M.S.), Taxation
University of California, Irvine
Middle Management Program at the Graduate School of Administration
University of Pittsburgh
Bachelor of Arts (B.A.), Political Science
Colin McDonnell Colin McDonnell's VALIC Experience 2004 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC 2004 - Present
Skills
Retirement Planning, Mutual Funds, Retirement, Investment Advisory, Wealth Management, IRAs, Series 7, Uniform Combined State..., 401k Rollovers, Asset Allocation, 529 Plans, Saving for Education, College Savings Plans
Education
California State University-Sacramento
VALIC 2004 - Present
Skills
Retirement Planning, Mutual Funds, Retirement, Investment Advisory, Wealth Management, IRAs, Series 7, Uniform Combined State..., 401k Rollovers, Asset Allocation, 529 Plans, Saving for Education, College Savings Plans
Education
California State University-Sacramento
Nicholas Mattox Nicholas Mattox's VALIC Experience January 2005 - March 2010
Job Parallon Business Performance Group
Industry Hospital & Health Care
Experience
Parallon September 2013 - October 2014
Strategic Data Army LLC March 2013 - September 2013
MedAssets Advisory Solutions May 2012 - December 2012
MedSolutions January 2012 - May 2012
Belmont University - Jack Massey Graduate School of Business August 2010 - December 2011
VALIC January 2005 - March 2010
Shane Co. December 2004 - November 2005
Skills
Healthcare Operational..., LEAN Operational Methods, Healthcare Financial..., Six-Sigma Operational..., Strategic Business..., Developing Business..., Data Analysis, Market Analysis, Sales Negotiations, Key Account Management, Business Development, Negotiation, Healthcare, Business Analysis, Project Management, Microsoft Office, Team Building, Market Research, Sales, Management, Project Planning, Analysis, Process Improvement, Leadership, Strategic Planning, Consulting, Customer Service, Healthcare Information...
Education
Belmont University - Jack C. Massey Graduate School of Business 2010 — 2011
MBA, Healthcare Management
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Insurance
Parallon September 2013 - October 2014
Strategic Data Army LLC March 2013 - September 2013
MedAssets Advisory Solutions May 2012 - December 2012
MedSolutions January 2012 - May 2012
Belmont University - Jack Massey Graduate School of Business August 2010 - December 2011
VALIC January 2005 - March 2010
Shane Co. December 2004 - November 2005
Skills
Healthcare Operational..., LEAN Operational Methods, Healthcare Financial..., Six-Sigma Operational..., Strategic Business..., Developing Business..., Data Analysis, Market Analysis, Sales Negotiations, Key Account Management, Business Development, Negotiation, Healthcare, Business Analysis, Project Management, Microsoft Office, Team Building, Market Research, Sales, Management, Project Planning, Analysis, Process Improvement, Leadership, Strategic Planning, Consulting, Customer Service, Healthcare Information...
Education
Belmont University - Jack C. Massey Graduate School of Business 2010 — 2011
MBA, Healthcare Management
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Insurance
Karine Beard, CFP® CES™ Karine Beard, CFP® CES™'s VALIC Experience March 1986 - January 2009
Job Independent Owner of Financial Planning and Wealth Management Practice
Industry Financial Services
Experience
Plum Creek Investment Services, Inc. and Williams Financial Group 2009 - Present
VALIC March 1986 - January 2009
Education
Bob Jones University 1975 — 1978
Bachelor of Arts, Music
Arapahoe High School, Littleton, CO 1971 — 1974
College Prepatory, Music
Plum Creek Investment Services, Inc. and Williams Financial Group 2009 - Present
VALIC March 1986 - January 2009
Education
Bob Jones University 1975 — 1978
Bachelor of Arts, Music
Arapahoe High School, Littleton, CO 1971 — 1974
College Prepatory, Music
Jim Ruth Jim Ruth's VALIC Experience 2009 - 2014
Job IT Scrum Master at CROSSMARK, PhD in Organizational Psychology
Industry Program Development
Experience
CROSSMARK July 2014 - Present
University of Phoenix January 2003 - Present
VALIC 2009 - 2014
American General Life Companies is now part of the AIG Family! 2007 - 2009
VALIC 2004 - 2009
VALIC 2000 - 2004
The University of Texas Health Science Center at Houston (UTHealth) 1990 - 2000
Skills
Management, Strategy, Leadership, Process Improvement, Operations Management, Management Consulting, New Business Development, RFP, Project Management..., Business Process..., Outsourced Solutions, KPI implementation, Department..., Financial Analysis, Trend Analysis, Quality Assurance..., Compliance, Budget Process, Educational Leadership, Business Strategy, Strategic Financial..., Sales Process, Business Process, Process Management, Business Process..., Process Optimization, Process Control, Financial Statement..., IT Operations, Life Insurance, Property & Casualty..., General Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, SharePoint, Change Management, Outsourcing, Team Building, Project Portfolio..., Insurance, Relationship Management, Strategic Planning, Project Management, PMO, Financial Planning
Education
Capella University 2010 — 2015
Doctor of Philosophy (Ph.D.), Organizational Psychology
University of Houston-Clear Lake
Master of Business Administration (M.B.A.), Business
Texas A&M University
Bachelor of Science (BS), Marine Biology and Biological Oceanography
CROSSMARK July 2014 - Present
University of Phoenix January 2003 - Present
VALIC 2009 - 2014
American General Life Companies is now part of the AIG Family! 2007 - 2009
VALIC 2004 - 2009
VALIC 2000 - 2004
The University of Texas Health Science Center at Houston (UTHealth) 1990 - 2000
Skills
Management, Strategy, Leadership, Process Improvement, Operations Management, Management Consulting, New Business Development, RFP, Project Management..., Business Process..., Outsourced Solutions, KPI implementation, Department..., Financial Analysis, Trend Analysis, Quality Assurance..., Compliance, Budget Process, Educational Leadership, Business Strategy, Strategic Financial..., Sales Process, Business Process, Process Management, Business Process..., Process Optimization, Process Control, Financial Statement..., IT Operations, Life Insurance, Property & Casualty..., General Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, SharePoint, Change Management, Outsourcing, Team Building, Project Portfolio..., Insurance, Relationship Management, Strategic Planning, Project Management, PMO, Financial Planning
Education
Capella University 2010 — 2015
Doctor of Philosophy (Ph.D.), Organizational Psychology
University of Houston-Clear Lake
Master of Business Administration (M.B.A.), Business
Texas A&M University
Bachelor of Science (BS), Marine Biology and Biological Oceanography
Tom Rosenbaum Tom Rosenbaum's VALIC Experience July 2002 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2002 - Present
Waddell & Reed Financial Services January 2000 - June 2002
Skills
Strategic Financial..., Series 24, Retirement Planning, Series 7, Financial Planning, Insurance, Mutual Funds, Certified Financial..., Wealth Management, Uniform Combined State..., Public Speaking, Finance, Retirement, Investments, Investment Advisory, Strategic Planning
Education
California State University-San Bernardino 1998 — 2002
MA, Counseling
Westmont College 1989 — 1993
BA, Religious Studies
VALIC July 2002 - Present
Waddell & Reed Financial Services January 2000 - June 2002
Skills
Strategic Financial..., Series 24, Retirement Planning, Series 7, Financial Planning, Insurance, Mutual Funds, Certified Financial..., Wealth Management, Uniform Combined State..., Public Speaking, Finance, Retirement, Investments, Investment Advisory, Strategic Planning
Education
California State University-San Bernardino 1998 — 2002
MA, Counseling
Westmont College 1989 — 1993
BA, Religious Studies
Hayden Orr's VALIC Experience March 2015 - Present
Job Financial Representative at VALIC
Industry Financial Services
Experience
VALIC March 2015 - Present
Northwestern Mutual December 2013 - August 2014
Skills
Life Insurance, Financial Planning, Sales, Microsoft Office, Social Networking, Communication, Work Ethic, Time Management, Leadership, Customer Service, PowerPoint
Education
Ball State University 2010 — 2015
Bachelor's Degree, RIsk Management and Insurance, Financial Planning
Heritage Christian High School 2007 — 2010
VALIC March 2015 - Present
Northwestern Mutual December 2013 - August 2014
Skills
Life Insurance, Financial Planning, Sales, Microsoft Office, Social Networking, Communication, Work Ethic, Time Management, Leadership, Customer Service, PowerPoint
Education
Ball State University 2010 — 2015
Bachelor's Degree, RIsk Management and Insurance, Financial Planning
Heritage Christian High School 2007 — 2010
Nate Elisha's VALIC Experience July 2012 - February 2014
Job Trust and New Account Investment Analyst at City National Rochdale Wealth Management
Industry Financial Services
Experience
City National Bank February 2014 - Present
Toastmasters International February 2014 - Present
VALIC July 2012 - February 2014
Ameriprise Financial February 2011 - August 2012
MetLife Investors February 2012 - June 2012
CSUN Students for Middle Eastern Studies September 2010 - June 2011
Merrill Lynch January 2010 - June 2010
Chase October 2008 - November 2009
Chase October 2007 - October 2008
Skills
Financial Planning, Retail Banking, Public Speaking, Customer Retention, Customer Focus, Sales, Organizational..., Managerial Experience, Strategic Financial..., Investments, Analysis, Retirement, Finance, Banking, Management, Strategic Planning, Customer Service, Risk Management, CRM, Financial Services, Series 7, Portfolio Management, Wealth Management, Securities, Financial Analysis, Retirement Planning, Mergers & Acquisitions, Mutual Funds
Education
California State University-Northridge 2009 — 2011
Bachelor of Science, Finance
YULA
City National Bank February 2014 - Present
Toastmasters International February 2014 - Present
VALIC July 2012 - February 2014
Ameriprise Financial February 2011 - August 2012
MetLife Investors February 2012 - June 2012
CSUN Students for Middle Eastern Studies September 2010 - June 2011
Merrill Lynch January 2010 - June 2010
Chase October 2008 - November 2009
Chase October 2007 - October 2008
Skills
Financial Planning, Retail Banking, Public Speaking, Customer Retention, Customer Focus, Sales, Organizational..., Managerial Experience, Strategic Financial..., Investments, Analysis, Retirement, Finance, Banking, Management, Strategic Planning, Customer Service, Risk Management, CRM, Financial Services, Series 7, Portfolio Management, Wealth Management, Securities, Financial Analysis, Retirement Planning, Mergers & Acquisitions, Mutual Funds
Education
California State University-Northridge 2009 — 2011
Bachelor of Science, Finance
YULA
Carl Vogel Carl Vogel's VALIC Experience May 1988 - June 2012
Job Financial Advisor at Insurance and Planning Solutions
Industry Financial Services
Experience
Insurance and Planning Solutions September 2012 - Present
VALIC May 1988 - June 2012
Rose's Department Stores January 1982 - June 1987
Education
Berea College 1978 — 1982
BS, Business Management
Insurance and Planning Solutions September 2012 - Present
VALIC May 1988 - June 2012
Rose's Department Stores January 1982 - June 1987
Education
Berea College 1978 — 1982
BS, Business Management
Summer M. Clark's VALIC Experience May 2012 - June 2013
Job Digital Marketing Specialist at Isagenix
Industry Marketing and Advertising
Experience
Isagenix August 2015 - Present
Isagenix June 2013 - Present
VALIC May 2012 - June 2013
Flying A Flight Services May 2010 - May 2012
Francesca's Collections September 2011 - December 2011
Vans May 2011 - September 2011
H&M June 2010 - May 2011
Insight Management March 2010 - June 2010
Skills
Merchandising, Social Media Marketing, Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Email Marketing, Social Networking, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Management, Team Leadership, Sales Management, Coaching, Fashion, Merchandise Planning, Inventory Management, Visual Merchandising, Customer Service, Teamwork, Live Events, Event Management, Sales
Education
Art Institute of Phoenix 2007 — 2010
Bachelor of Arts, Fashion Marketing
Isagenix August 2015 - Present
Isagenix June 2013 - Present
VALIC May 2012 - June 2013
Flying A Flight Services May 2010 - May 2012
Francesca's Collections September 2011 - December 2011
Vans May 2011 - September 2011
H&M June 2010 - May 2011
Insight Management March 2010 - June 2010
Skills
Merchandising, Social Media Marketing, Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Email Marketing, Social Networking, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Management, Team Leadership, Sales Management, Coaching, Fashion, Merchandise Planning, Inventory Management, Visual Merchandising, Customer Service, Teamwork, Live Events, Event Management, Sales
Education
Art Institute of Phoenix 2007 — 2010
Bachelor of Arts, Fashion Marketing
Jennifer Parson Jennifer Parson's VALIC Experience May 2007 - November 2012
Job Assistant Store Manager at Hollywood Feed
Industry Financial Services
Experience
Hollywood Feed February 2014 - Present
Dallas ISD March 2013 - November 2013
Essilor November 2012 - February 2013
VALIC May 2007 - November 2012
CheckAlert of Amarillo, Inc. July 1997 - May 2007
K-Bob's Steakhouse November 1995 - July 1997
Walt Disney World June 1989 - November 1995
Skills
Defined Contribution, FINRA, Retirement, Customer Service, 401k, Fixed Annuities, 403 b, Qualified Domestic..., Roth IRA, SEC, Complaint Investigations, Collections, Guest Service Management, Independent Study of..., Published Author, Notary Public, Variable Annuities, Uniform Combined State...
Education
West Texas A&M University 2000 — 2005
Bachelor of Arts (BA), History, Cum Laude, 3.5
Amarillo College 1996 — 2000
Hollywood Feed February 2014 - Present
Dallas ISD March 2013 - November 2013
Essilor November 2012 - February 2013
VALIC May 2007 - November 2012
CheckAlert of Amarillo, Inc. July 1997 - May 2007
K-Bob's Steakhouse November 1995 - July 1997
Walt Disney World June 1989 - November 1995
Skills
Defined Contribution, FINRA, Retirement, Customer Service, 401k, Fixed Annuities, 403 b, Qualified Domestic..., Roth IRA, SEC, Complaint Investigations, Collections, Guest Service Management, Independent Study of..., Published Author, Notary Public, Variable Annuities, Uniform Combined State...
Education
West Texas A&M University 2000 — 2005
Bachelor of Arts (BA), History, Cum Laude, 3.5
Amarillo College 1996 — 2000
Shawn Kubat Shawn Kubat's VALIC Experience September 2011 - Present
Job Financial Advisor at Thirvent Financial for Lutherans
Industry Financial Services
Experience
VALIC September 2011 - Present
Thirvent Financial for Lutherans October 2010 - April 2011
Wells Fargo Bank April 2005 - October 2010
American Legion Post 617 March 2004 - September 2005
Prime Source Funding February 2005 - April 2005
Oakie's Arrowhead Bar February 2003 - March 2004
Iron Trail Motors, Inc December 2002 - July 2003
American National Bank of Minnesota June 2001 - September 2002
Conseco Financial Servicing Corp February 1999 - June 2001
Community Credit Co February 1998 - February 1999
Skills
Customer Service
Education
Bemidji State University 1991 — 1995
BS, Business Adminstration
Saint Peter High School 1985 — 1991
Diploma, General
VALIC September 2011 - Present
Thirvent Financial for Lutherans October 2010 - April 2011
Wells Fargo Bank April 2005 - October 2010
American Legion Post 617 March 2004 - September 2005
Prime Source Funding February 2005 - April 2005
Oakie's Arrowhead Bar February 2003 - March 2004
Iron Trail Motors, Inc December 2002 - July 2003
American National Bank of Minnesota June 2001 - September 2002
Conseco Financial Servicing Corp February 1999 - June 2001
Community Credit Co February 1998 - February 1999
Skills
Customer Service
Education
Bemidji State University 1991 — 1995
BS, Business Adminstration
Saint Peter High School 1985 — 1991
Diploma, General
Steven Burdick Steven Burdick's VALIC Experience May 1993 - December 2008
Job Owner, Live Oak Wealth Management
Industry Financial Services
Experience
Live Oak Wealth Management December 2008 - Present
Crossroads Learning Network LLC April 2006 - Present
VALIC May 1993 - December 2008
Education
Biola University 1984 — 1988
BA, Psychology
Live Oak Wealth Management December 2008 - Present
Crossroads Learning Network LLC April 2006 - Present
VALIC May 1993 - December 2008
Education
Biola University 1984 — 1988
BA, Psychology
Donna Arney Donna Arney's VALIC Experience 2000 - Present
Job Manager Global Talent Acquisition AIG
Industry Financial Services
Experience
AIG Annuity May 2000 - Present
AIG Retirement Services 2000 - Present
VALIC 2000 - Present
VALIC Retirement Services May 2000 - September 2012
Crouse-Hinds, Division of Cooper Industries July 1980 - March 2000
Crouse-Hinds 1980 - 2000
Skills
Human Resources..., Interviewing, Procurement, Benefits Administration, Talent Acquisition, Full-cycle Recruiting, Compensation, Talent Management, Applicant Tracking..., Coaching, Temporary Placement, Interviews, Employee Benefits, Employee Engagement, HRIS, Payroll, Internet Recruiting, Employee Relations, Executive Search, Deferred Compensation, Onboarding, Employee Training, Benefits Negotiation, College Recruiting, PeopleSoft, Recruiting, Succession Planning, Performance Management, HR Policies, Process Improvement, Human Resources, Workforce Planning, Hiring, Training, SDLC, Leadership, Sourcing, Screening, Technical Recruiting, Personnel Management, Temporary Staffing, New Hire Orientations, Vendor Management, Employment Law, Staffing Services, Organizational..., Organizational Design, FMLA, Organizational..., HR Consulting
Education
Amarillo College
Amarillo College
General, Business Administration and Management, General
AIG Annuity May 2000 - Present
AIG Retirement Services 2000 - Present
VALIC 2000 - Present
VALIC Retirement Services May 2000 - September 2012
Crouse-Hinds, Division of Cooper Industries July 1980 - March 2000
Crouse-Hinds 1980 - 2000
Skills
Human Resources..., Interviewing, Procurement, Benefits Administration, Talent Acquisition, Full-cycle Recruiting, Compensation, Talent Management, Applicant Tracking..., Coaching, Temporary Placement, Interviews, Employee Benefits, Employee Engagement, HRIS, Payroll, Internet Recruiting, Employee Relations, Executive Search, Deferred Compensation, Onboarding, Employee Training, Benefits Negotiation, College Recruiting, PeopleSoft, Recruiting, Succession Planning, Performance Management, HR Policies, Process Improvement, Human Resources, Workforce Planning, Hiring, Training, SDLC, Leadership, Sourcing, Screening, Technical Recruiting, Personnel Management, Temporary Staffing, New Hire Orientations, Vendor Management, Employment Law, Staffing Services, Organizational..., Organizational Design, FMLA, Organizational..., HR Consulting
Education
Amarillo College
Amarillo College
General, Business Administration and Management, General
Matt Schoenfeld Matt Schoenfeld's VALIC Experience February 2014 - Present
Job Financial Advisor at VALIC
Industry Investment Management
Experience
VALIC February 2014 - Present
Matt Schoenfeld Consulting, LLC January 2010 - December 2014
Maranatha Christian Academy August 2013 - February 2014
Abundant Living September 2003 - February 2014
Church Development August 2008 - January 2014
American Century Investments 1991 - 1998
Skills
Stewardship, Planned Giving, Public Speaking, Strategic Planning, Writing, Editing, Video Production, Social Media, Management, Leadership, Nonprofits, Customer Service, Teaching, Training, Coaching
Education
Webster University 1996 — 1998
MA, Business
Baylor University 1985 — 1989
BA, Religion and Communications
VALIC February 2014 - Present
Matt Schoenfeld Consulting, LLC January 2010 - December 2014
Maranatha Christian Academy August 2013 - February 2014
Abundant Living September 2003 - February 2014
Church Development August 2008 - January 2014
American Century Investments 1991 - 1998
Skills
Stewardship, Planned Giving, Public Speaking, Strategic Planning, Writing, Editing, Video Production, Social Media, Management, Leadership, Nonprofits, Customer Service, Teaching, Training, Coaching
Education
Webster University 1996 — 1998
MA, Business
Baylor University 1985 — 1989
BA, Religion and Communications
Bryan Klemm's VALIC Experience August 2010 - Present
Job at VALIC
Industry Financial Services
Experience
VALIC August 2010 - Present
WestPoint Financial Group May 2009 - August 2010
AXA Advisors September 2006 - May 2009
Thrivent Financial June 2002 - September 2006
Lambda Chi Alpha 1993 - 2003
Simon Property Group August 1995 - June 2002
Skills
Financial Services, Retirement Planning, Retirement, Securities, Employee Benefits, Finance, Accounting, Strategic Financial..., Microsoft Office, Commercial Lending, Financial Analysis, Customer Service, Insurance, Series 7, Investments
Education
Butler University 1983 — 1987
Accounting
Elkhart Memorial H.S 1980 — 1983
VALIC August 2010 - Present
WestPoint Financial Group May 2009 - August 2010
AXA Advisors September 2006 - May 2009
Thrivent Financial June 2002 - September 2006
Lambda Chi Alpha 1993 - 2003
Simon Property Group August 1995 - June 2002
Skills
Financial Services, Retirement Planning, Retirement, Securities, Employee Benefits, Finance, Accounting, Strategic Financial..., Microsoft Office, Commercial Lending, Financial Analysis, Customer Service, Insurance, Series 7, Investments
Education
Butler University 1983 — 1987
Accounting
Elkhart Memorial H.S 1980 — 1983
Daniel Wall Daniel Wall's VALIC Experience May 2014 - September 2014
Job Practice Analyst / Paraplanner at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers June 2015 - Present
Lincoln Financial Advisors June 2015 - Present
AIG September 2014 - February 2015
VALIC May 2014 - September 2014
Capital Edge Paintball Park March 2013 - May 2014
Fountainhead Wealth February 2014 - April 2014
Principal Financial Group May 2013 - September 2013
Primerica July 2011 - March 2013
State of California Department of Mental Health January 2012 - September 2012
Neumann Enterprises September 2008 - December 2011
Skills
Leadership, Finance, Teamwork, Networking, Insurance, Financial Planning, Strategic Financial..., Customer Satisfaction, Financial Services, Marketing, Retirement, Mutual Funds, Retirement Planning, Management
Education
California State University-Sacramento 2009 — 2015
Bachelor of Communications, Mass Communications
Retirement Security Centers June 2015 - Present
Lincoln Financial Advisors June 2015 - Present
AIG September 2014 - February 2015
VALIC May 2014 - September 2014
Capital Edge Paintball Park March 2013 - May 2014
Fountainhead Wealth February 2014 - April 2014
Principal Financial Group May 2013 - September 2013
Primerica July 2011 - March 2013
State of California Department of Mental Health January 2012 - September 2012
Neumann Enterprises September 2008 - December 2011
Skills
Leadership, Finance, Teamwork, Networking, Insurance, Financial Planning, Strategic Financial..., Customer Satisfaction, Financial Services, Marketing, Retirement, Mutual Funds, Retirement Planning, Management
Education
California State University-Sacramento 2009 — 2015
Bachelor of Communications, Mass Communications
Tracey McWhorter Tracey McWhorter's VALIC Experience August 2000 - January 2010
Job Project Coordinator at DRS Technologies, Inc.
Industry Defense & Space
Experience
DRS Technologies, Inc. February 2010 - Present
VALIC August 2000 - January 2010
IMS Insurance Marketing Services Ltd. May 1995 - August 2000
Skills
Project Management, Project Coordination, Organization, Business Analysis, Office Administration, Communication Skills, PowerPoint, Operations Management, Microsoft Excel, Change Management, Training, Testing, Oracle Applications, Business Strategy, Office Management, Project Planning, Telecommunications, Strategic Planning, IT Management, Microsoft Office, Oracle E-Business Suite, Oracle, PMP, Program Management, Leadership, SharePoint, Analysis, ERP, Software Documentation, Visio, Team Building, Management, Requirements Analysis, Team Leadership, Marketing, Process Improvement, Proposal Writing, Quality Assurance, Vendor Management
Education
Amarillo College 2002 — 2009
Associate's degree, Business Administration and Management, General
DRS Technologies, Inc. February 2010 - Present
VALIC August 2000 - January 2010
IMS Insurance Marketing Services Ltd. May 1995 - August 2000
Skills
Project Management, Project Coordination, Organization, Business Analysis, Office Administration, Communication Skills, PowerPoint, Operations Management, Microsoft Excel, Change Management, Training, Testing, Oracle Applications, Business Strategy, Office Management, Project Planning, Telecommunications, Strategic Planning, IT Management, Microsoft Office, Oracle E-Business Suite, Oracle, PMP, Program Management, Leadership, SharePoint, Analysis, ERP, Software Documentation, Visio, Team Building, Management, Requirements Analysis, Team Leadership, Marketing, Process Improvement, Proposal Writing, Quality Assurance, Vendor Management
Education
Amarillo College 2002 — 2009
Associate's degree, Business Administration and Management, General
Michael Wilder Magidson's VALIC Experience July 2004 - August 2008
Job Administrative Controller at Truebrew
Industry Consumer Services
Experience
Truebrew Coffee and Tea Outfitters December 2014 - Present
John G. Shedd Aquarium April 2014 - December 2014
John G. Shedd Aquarium November 2013 - April 2014
GEPIK: Bucheon Jungwon Elementary March 2012 - February 2013
EPIK: Songrim Elementary School March 2011 - February 2012
GEPIK: Gasan Elementary School October 2008 - October 2010
VALIC July 2004 - August 2008
Skills
Editing, Training, Public Speaking, Marketing, PowerPoint, Customer Service, English, Photography, Microsoft Office, Research, Social Media, Microsoft Excel
Education
Bradley University 2004 — 2008
Bachelor of Science, Business Management and Administration
Truebrew Coffee and Tea Outfitters December 2014 - Present
John G. Shedd Aquarium April 2014 - December 2014
John G. Shedd Aquarium November 2013 - April 2014
GEPIK: Bucheon Jungwon Elementary March 2012 - February 2013
EPIK: Songrim Elementary School March 2011 - February 2012
GEPIK: Gasan Elementary School October 2008 - October 2010
VALIC July 2004 - August 2008
Skills
Editing, Training, Public Speaking, Marketing, PowerPoint, Customer Service, English, Photography, Microsoft Office, Research, Social Media, Microsoft Excel
Education
Bradley University 2004 — 2008
Bachelor of Science, Business Management and Administration
Tobin Wells's VALIC Experience June 2000 - January 2011
Job Director of Sales and Marketing at Uber Displays
Industry Information Technology and Services
Experience
Uber Displays July 2015 - Present
TransLoc May 2013 - June 2015
Career Sabbatical January 2011 - April 2013
VALIC June 2000 - January 2011
BB&T April 1997 - June 2000
Skills
New Business Development, Project Management, Series 7, Public Speaking, Strategic Planning, Team Building, Leadership, Business Strategy, Negotiation, CRM, Investments, Customer Service, Business Analysis, Portfolio Management, Project Planning, Sales Management, Finance, Program Management, Management, Forecasting, Entrepreneurship, Process Improvement, Sales, Business Planning
Education
Anderson University 1990 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.9/4.0
Uber Displays July 2015 - Present
TransLoc May 2013 - June 2015
Career Sabbatical January 2011 - April 2013
VALIC June 2000 - January 2011
BB&T April 1997 - June 2000
Skills
New Business Development, Project Management, Series 7, Public Speaking, Strategic Planning, Team Building, Leadership, Business Strategy, Negotiation, CRM, Investments, Customer Service, Business Analysis, Portfolio Management, Project Planning, Sales Management, Finance, Program Management, Management, Forecasting, Entrepreneurship, Process Improvement, Sales, Business Planning
Education
Anderson University 1990 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.9/4.0
John Rutter John Rutter's VALIC Experience Vice President National AccountsMid Mountain Data SystemsFebruary 1980 - February 2001
Job Financial Advisor, Retirement Planning and Wealth Preservation
Industry Financial Services
Experience
VALIC Vice President National AccountsMid Mountain Data SystemsFebruary 1980 - February 2001
Skills
Series 7, Mutual Funds, Financial Planning, Insurance, Retirement Planning, Annuities, 529 Plans, Retirement Income..., Insurance Planning, Wealth Accumulation, Series 66, Retirement, Annuity, Wealth Transfer, 401k, Wealth Preservation..., Investment Advisory, Fixed Annuities, Long Term Care, Asset Allocation, Wealth Management, Financial Advisory, Retirement Solutions, Series 6, Investment Strategies, Investment Products, Long-term Care, Pensions, Investments, Bonds, Asset Management, Defined Benefit, Fixed Income, Roth IRA, 401k Rollovers, Saving for Education, Financial Advice, College Savings Plans, FINRA Series 6
Education
California State University-Los Angeles 1968 — 1971
3 years, Liberal Arts and Sciences, General Studies and Humanities
VALIC Vice President National AccountsMid Mountain Data SystemsFebruary 1980 - February 2001
Skills
Series 7, Mutual Funds, Financial Planning, Insurance, Retirement Planning, Annuities, 529 Plans, Retirement Income..., Insurance Planning, Wealth Accumulation, Series 66, Retirement, Annuity, Wealth Transfer, 401k, Wealth Preservation..., Investment Advisory, Fixed Annuities, Long Term Care, Asset Allocation, Wealth Management, Financial Advisory, Retirement Solutions, Series 6, Investment Strategies, Investment Products, Long-term Care, Pensions, Investments, Bonds, Asset Management, Defined Benefit, Fixed Income, Roth IRA, 401k Rollovers, Saving for Education, Financial Advice, College Savings Plans, FINRA Series 6
Education
California State University-Los Angeles 1968 — 1971
3 years, Liberal Arts and Sciences, General Studies and Humanities
Gary Grigsby Gary Grigsby's VALIC Experience May 2014 - Present
Job Deputy Chief Compliance Officer at VALIC
Industry Financial Services
Experience
VALIC May 2014 - Present
VALIC July 2000 - May 2014
VALIC 2000 - 2011
VALIC 2000 - 2011
VALIC 2000 - 2011
VALIC 2000 - 2011
Skills
Series 7, IRAs, Strategic Financial..., 401k, Financial Advisory, Life Insurance, AML, Retirement, Retirement Planning, Mutual Funds, Series 63, Fixed Annuities, FINRA, Wealth Management, Insurance, Investment Advisory, Asset Allocation, Series 24, Investments, Securities, Financial Services, Estate Planning, Asset Management, Wealth, Pensions, Financial Planning
Education
University of Houston 1993 — 1997
Masters Degree, Education-Sports Management
Baylor University 1982 — 1987
BS Education, Education
VALIC May 2014 - Present
VALIC July 2000 - May 2014
VALIC 2000 - 2011
VALIC 2000 - 2011
VALIC 2000 - 2011
VALIC 2000 - 2011
Skills
Series 7, IRAs, Strategic Financial..., 401k, Financial Advisory, Life Insurance, AML, Retirement, Retirement Planning, Mutual Funds, Series 63, Fixed Annuities, FINRA, Wealth Management, Insurance, Investment Advisory, Asset Allocation, Series 24, Investments, Securities, Financial Services, Estate Planning, Asset Management, Wealth, Pensions, Financial Planning
Education
University of Houston 1993 — 1997
Masters Degree, Education-Sports Management
Baylor University 1982 — 1987
BS Education, Education
Lane Andrews Jr Lane Andrews Jr's VALIC Experience November 2010 - Present
Job Vice President, Retirement Plan Consultant at VALIC
Industry Financial Services
Experience
VALIC November 2010 - Present
Lincoln Financial Group July 2006 - November 2010
Lincoln Financial Group January 2005 - July 2006
Lincoln Financial Group November 2002 - July 2006
Nationwide Insurance May 2000 - November 2002
Nationwide Insurance October 1999 - May 2000
Skills
401k, Mutual Funds, Retirement Planning, Defined Benefit, Retirement, Pensions, Fixed Annuities, Financial Advisory, Variable Annuities, Employee Benefits, Business Planning, Series 6, Investments, Series 63, Defined Contribution, Retirement Plan..., Asset Allocation, Investment Advisory, Series 7
Education
University of Florida - Warrington College Of Business 2004 — 2005
MBA
University of Florida - Warrington College of Business Administration 2001 — 2002
Master of Science, Management
Ball State University 1995 — 1999
Bachelor of Science, Exercise Physiologoy
VALIC November 2010 - Present
Lincoln Financial Group July 2006 - November 2010
Lincoln Financial Group January 2005 - July 2006
Lincoln Financial Group November 2002 - July 2006
Nationwide Insurance May 2000 - November 2002
Nationwide Insurance October 1999 - May 2000
Skills
401k, Mutual Funds, Retirement Planning, Defined Benefit, Retirement, Pensions, Fixed Annuities, Financial Advisory, Variable Annuities, Employee Benefits, Business Planning, Series 6, Investments, Series 63, Defined Contribution, Retirement Plan..., Asset Allocation, Investment Advisory, Series 7
Education
University of Florida - Warrington College Of Business 2004 — 2005
MBA
University of Florida - Warrington College of Business Administration 2001 — 2002
Master of Science, Management
Ball State University 1995 — 1999
Bachelor of Science, Exercise Physiologoy
Tyra Ramse Tyra Ramse's VALIC Experience May 2012 - Present
Job District Office Coordinator at VALIC
Industry Financial Services
Experience
Bigos Management, Inc. February 2015 - Present
VALIC May 2012 - Present
Kona Grill June 2014 - September 2014
At Home Apartments LLC April 2011 - June 2014
Loffler Companies July 2010 - January 2012
US Bank May 2004 - July 2010
The Schwan Food Company October 1997 - March 2004
Skills
Microsoft Office, Scheduling, Customer Service, Customer Relations, Lease Administration, CRM software, Creative Writing, Meeting Planning, Mathematical Analysis, Presenting Ideas, Strong organizational..., Sales Management, Microsoft Excel, PowerPoint, CRM, Marketing, Process Scheduler, Management, Time Management, Sales Operations, Team Building, Leadership
Education
Southwest Minnesota State University 1986 — 1987
Finance, Finance, General
Black Hills State University 1985 — 1986
N/A, Business
Bigos Management, Inc. February 2015 - Present
VALIC May 2012 - Present
Kona Grill June 2014 - September 2014
At Home Apartments LLC April 2011 - June 2014
Loffler Companies July 2010 - January 2012
US Bank May 2004 - July 2010
The Schwan Food Company October 1997 - March 2004
Skills
Microsoft Office, Scheduling, Customer Service, Customer Relations, Lease Administration, CRM software, Creative Writing, Meeting Planning, Mathematical Analysis, Presenting Ideas, Strong organizational..., Sales Management, Microsoft Excel, PowerPoint, CRM, Marketing, Process Scheduler, Management, Time Management, Sales Operations, Team Building, Leadership
Education
Southwest Minnesota State University 1986 — 1987
Finance, Finance, General
Black Hills State University 1985 — 1986
N/A, Business
Jill Figures Jill Figures's VALIC Experience March 2010 - June 2011
Job National Sales Assistant
Industry Broadcast Media
Experience
Nexstar Broadcasting Group, Inc. 2013 - 2014
Nationwide Insurance November 2011 - August 2012
VALIC March 2010 - June 2011
Maxus Energy Corporation June 2008 - March 2009
Insurance Management Services August 2006 - April 2007
Amarillo Family Physicians Clinic April 2002 - May 2006
Skills
Access, Human Resources, Marketing, Social Media Marketing, Social Networking, Customer Service, Employee Benefits, Social Media, Marketing Strategy
Education
Amarillo College 1999 — 2001
Business Administration and Management, General, 3.0
Nexstar Broadcasting Group, Inc. 2013 - 2014
Nationwide Insurance November 2011 - August 2012
VALIC March 2010 - June 2011
Maxus Energy Corporation June 2008 - March 2009
Insurance Management Services August 2006 - April 2007
Amarillo Family Physicians Clinic April 2002 - May 2006
Skills
Access, Human Resources, Marketing, Social Media Marketing, Social Networking, Customer Service, Employee Benefits, Social Media, Marketing Strategy
Education
Amarillo College 1999 — 2001
Business Administration and Management, General, 3.0
Micah Todd's VALIC Experience March 2015 - October 2015
Job Financial Advisor
Industry Financial Services
Experience
VALIC March 2015 - October 2015
Edward Jones November 2013 - March 2015
Follett Higher Education Group September 2010 - November 2013
Hibbett Sporting Goods August 2009 - September 2010
Target June 2006 - March 2008
Skills
Customer Service, Inventory Management, Sales, Public Speaking, Marketing, Management, Merchandising, Microsoft Office, Microsoft Excel, Retail, Leadership Development, Textbooks, Purchasing, Analysis, Communication, Relationship-building..., Books, University Relations, Cross Merchandising, Forecasting, Demand Forecasting, Inventory Forecasting, Personnel Management, Store Operations, Planograms, Vendor Management, Store Management, Shrinkage, Performance Management, Coaching, Visual Merchandising, Loss Prevention, Inventory Control, Profit, Retail Sales, financial planning, Personal Financial...
Education
Bethel College (TN) 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Middle Tennessee State University 2006 — 2009
Bachelor of Science (BS), Political Science and Government
VALIC March 2015 - October 2015
Edward Jones November 2013 - March 2015
Follett Higher Education Group September 2010 - November 2013
Hibbett Sporting Goods August 2009 - September 2010
Target June 2006 - March 2008
Skills
Customer Service, Inventory Management, Sales, Public Speaking, Marketing, Management, Merchandising, Microsoft Office, Microsoft Excel, Retail, Leadership Development, Textbooks, Purchasing, Analysis, Communication, Relationship-building..., Books, University Relations, Cross Merchandising, Forecasting, Demand Forecasting, Inventory Forecasting, Personnel Management, Store Operations, Planograms, Vendor Management, Store Management, Shrinkage, Performance Management, Coaching, Visual Merchandising, Loss Prevention, Inventory Control, Profit, Retail Sales, financial planning, Personal Financial...
Education
Bethel College (TN) 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Middle Tennessee State University 2006 — 2009
Bachelor of Science (BS), Political Science and Government
Khai Luu's VALIC Experience October 2004 - April 2005
Job Safety and Emergency Response professional
Industry Utilities
Experience
Think Safety September 2015 - Present
Los Angeles County Metropolitan Transportation Authority March 2015 - September 2015
WFG - World Financial Group July 2013 - April 2015
Los Angeles County Sanitation July 2007 - March 2015
Army National Guard August 2005 - December 2008
LPL Financial May 2005 - June 2006
VALIC October 2004 - April 2005
American Express May 2002 - July 2004
Army National Guard April 1996 - July 2004
Skills
Emergency Management, Physical Security, Risk Assessment, Crisis Management, Hazardous Materials, NIMS, Security Operations, Homeland Security, Preparedness, Emergency Services, Private Investigations, Disaster Response, Exercises, Policy, Government, Military, Contingency Planning, Security Management, Force Protection, Incident Command, Army, Intelligence Analysis, Public Safety, Police, Firefighting, National Security, Training, Emergency Planning, Security Clearance, Afghanistan, Vulnerability Assessment, Intelligence, Security, Leadership, Command, Counterterrorism, Program Management, First Aid, DoD, Defense, Tactics, Operational Planning, Top Secret, Military Experience, Special Operations, Protection, Military Operations, Weapons, Investigation, Enforcement
Education
California State University-Long Beach 2009 — 2012
MS, Emergency Services Administration, 4.00
Job Related Training 2007 — 2012
Safety, Security, and Emergency Management
US Army 1996 — 2008
Safety, Security, and Intelligence
Virginia Polytechnic Institute and State University 1992 — 1996
BA, History
W.T. Woodson High School 1989 — 1992
Okemos High School 1988 — 1989
Think Safety September 2015 - Present
Los Angeles County Metropolitan Transportation Authority March 2015 - September 2015
WFG - World Financial Group July 2013 - April 2015
Los Angeles County Sanitation July 2007 - March 2015
Army National Guard August 2005 - December 2008
LPL Financial May 2005 - June 2006
VALIC October 2004 - April 2005
American Express May 2002 - July 2004
Army National Guard April 1996 - July 2004
Skills
Emergency Management, Physical Security, Risk Assessment, Crisis Management, Hazardous Materials, NIMS, Security Operations, Homeland Security, Preparedness, Emergency Services, Private Investigations, Disaster Response, Exercises, Policy, Government, Military, Contingency Planning, Security Management, Force Protection, Incident Command, Army, Intelligence Analysis, Public Safety, Police, Firefighting, National Security, Training, Emergency Planning, Security Clearance, Afghanistan, Vulnerability Assessment, Intelligence, Security, Leadership, Command, Counterterrorism, Program Management, First Aid, DoD, Defense, Tactics, Operational Planning, Top Secret, Military Experience, Special Operations, Protection, Military Operations, Weapons, Investigation, Enforcement
Education
California State University-Long Beach 2009 — 2012
MS, Emergency Services Administration, 4.00
Job Related Training 2007 — 2012
Safety, Security, and Emergency Management
US Army 1996 — 2008
Safety, Security, and Intelligence
Virginia Polytechnic Institute and State University 1992 — 1996
BA, History
W.T. Woodson High School 1989 — 1992
Okemos High School 1988 — 1989
David M. Gundy's VALIC Experience 2002 - 2012
Job Senior Vice President
Industry Financial Services
Experience
Advanced Trader Investment Advisors, LLC January 2012 - Present
VALIC 2002 - 2012
Education
Blackburn College
Advanced Trader Investment Advisors, LLC January 2012 - Present
VALIC 2002 - 2012
Education
Blackburn College
Jill Waldrop, CEBS, PHR Jill Waldrop, CEBS, PHR's VALIC Experience October 1998 - May 1999
Job Senior Business Consultant at Meteorix
Industry Human Resources
Experience
Meteorix March 2015 - Present
Infor August 2010 - March 2015
Insperity (formerly Administaff) November 2001 - February 2010
Assurant Employee Benefits (formerly Fortis Benefits Insurance Company) May 1999 - November 2001
VALIC October 1998 - May 1999
Assurant Employee Benefits (formerly Fortis Benefits Insurance Company) July 1997 - August 1998
Skills
Employee Benefits, Human Resources, Benefits Administration, Policy, Analysis, Employee Relations, CRM, Customer Service, Account Management, Insurance, Benefits Communication, Project Management, Training, Process Improvement, Communication
Education
Boston University 2006 — 2008
M.S., Human Resource Management
Texas A&M University 1983 — 1988
B.A., English
Meteorix March 2015 - Present
Infor August 2010 - March 2015
Insperity (formerly Administaff) November 2001 - February 2010
Assurant Employee Benefits (formerly Fortis Benefits Insurance Company) May 1999 - November 2001
VALIC October 1998 - May 1999
Assurant Employee Benefits (formerly Fortis Benefits Insurance Company) July 1997 - August 1998
Skills
Employee Benefits, Human Resources, Benefits Administration, Policy, Analysis, Employee Relations, CRM, Customer Service, Account Management, Insurance, Benefits Communication, Project Management, Training, Process Improvement, Communication
Education
Boston University 2006 — 2008
M.S., Human Resource Management
Texas A&M University 1983 — 1988
B.A., English
Kent Cosby's VALIC Experience August 2013 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2013 - Present
Target December 2010 - July 2013
Target June 2007 - December 2010
Skills
Retail, Store Management, Training, Loss Prevention, Driving Results, Store Operations, Time Management, Management, Customer Service, Sales, Inventory Management, Big Box, Hiring, Talent Management, Leadership Development, Succession Planning, Operations Management, Onboarding, Microsoft Word, Inventory Control, Profit, Planograms, Retail Sales, Recruiting, Performance Management, Employee Relations, Employee Training, College Recruiting, Coaching, Shrinkage, Associate Development, Marketing, Employee Engagement, Human Resources, Payroll, Team Building, Employee Benefits, Interviews, New Hire Orientations, Talent Acquisition, Outlook, Insurance, Financial Planning, Retirement Planning, Qualified Retirement...
Education
Arizona State University 2004 — 2007
Bachelor of Science (B.S.), Marketing
VALIC August 2013 - Present
Target December 2010 - July 2013
Target June 2007 - December 2010
Skills
Retail, Store Management, Training, Loss Prevention, Driving Results, Store Operations, Time Management, Management, Customer Service, Sales, Inventory Management, Big Box, Hiring, Talent Management, Leadership Development, Succession Planning, Operations Management, Onboarding, Microsoft Word, Inventory Control, Profit, Planograms, Retail Sales, Recruiting, Performance Management, Employee Relations, Employee Training, College Recruiting, Coaching, Shrinkage, Associate Development, Marketing, Employee Engagement, Human Resources, Payroll, Team Building, Employee Benefits, Interviews, New Hire Orientations, Talent Acquisition, Outlook, Insurance, Financial Planning, Retirement Planning, Qualified Retirement...
Education
Arizona State University 2004 — 2007
Bachelor of Science (B.S.), Marketing
Nicholas R. Powell, CFP® Nicholas R. Powell, CFP®'s VALIC Experience March 2007 - Present
Job Financial Planning Advisor at VALIC
Industry Financial Services
Experience
VALIC March 2007 - Present
Skills
Retirement Planning, Investments, Modern Portfolio Theory, Asset Allocation, Pensions, IRAs, Roth IRA, SEP IRA, Mutual Funds, 401k, 403 b, 457 Plans, Separately Managed..., Personal Finance, Strategic Financial..., Financial Planning
Education
Appalachian State University
Bachelor of Science in Business Administration, Finance and Banking
VALIC March 2007 - Present
Skills
Retirement Planning, Investments, Modern Portfolio Theory, Asset Allocation, Pensions, IRAs, Roth IRA, SEP IRA, Mutual Funds, 401k, 403 b, 457 Plans, Separately Managed..., Personal Finance, Strategic Financial..., Financial Planning
Education
Appalachian State University
Bachelor of Science in Business Administration, Finance and Banking
Tiffany Saint-Martin's VALIC Experience May 2005 - February 2013
Job Business Enhancer | Results Driven | Diligent Hands, LLC | Public Speaker
Industry Marketing and Advertising
Experience
Tate Publishing June 2013 - Present
Diligent Hands, LLC February 2013 - Present
VALIC May 2005 - February 2013
Skills
Customer Service, Customer Satisfaction, Customer Retention, Customer Insight, Customer Oriented, Customer Support, Administrative..., Office Administration, Administrative Work, Public Administration, Management, Event Management, Sales Management, Account Management, Management Consulting, Team Management, Operations Management, Program Management, Marketing, Social Networking, Administration, Leadership, Strategic Planning, Public Speaking, Event Planning, Sales, Team Building, Training, Leadership Development, Social Media Marketing, Microsoft Office
Education
American InterContinental University 2005 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
American InterContinental University 2005 — 2008
Bachelor's degree, Business Administration and Management, General
Tate Publishing June 2013 - Present
Diligent Hands, LLC February 2013 - Present
VALIC May 2005 - February 2013
Skills
Customer Service, Customer Satisfaction, Customer Retention, Customer Insight, Customer Oriented, Customer Support, Administrative..., Office Administration, Administrative Work, Public Administration, Management, Event Management, Sales Management, Account Management, Management Consulting, Team Management, Operations Management, Program Management, Marketing, Social Networking, Administration, Leadership, Strategic Planning, Public Speaking, Event Planning, Sales, Team Building, Training, Leadership Development, Social Media Marketing, Microsoft Office
Education
American InterContinental University 2005 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
American InterContinental University 2005 — 2008
Bachelor's degree, Business Administration and Management, General
Leisa McCord Leisa McCord's VALIC Experience January 1993 - October 1998
Job Graphic Designer, Creative Project Manager
Industry Design
Experience
Leisa McCord Graphic Design and Production January 2000 - Present
McCord Works Fiber Art 2008 - Present
MD Anderson Cancer Center March 2002 - October 2014
Easterly December 1998 - January 2000
VALIC January 1993 - October 1998
Skills
Graphic Design, Illustration, Advertising, Art, Photoshop, Proofreading, Dreamweaver, Adobe Acrobat, Adobe Creative Suite, WordPress, InDesign, Illustrator, Newsletters, Brochures, Rhythmyx, Crochet, Knitting, Singing
Education
Baylor University 1985 — 1990
BME: Bachelor of Music Education, Choral/Vocal Music
Leisa McCord Graphic Design and Production January 2000 - Present
McCord Works Fiber Art 2008 - Present
MD Anderson Cancer Center March 2002 - October 2014
Easterly December 1998 - January 2000
VALIC January 1993 - October 1998
Skills
Graphic Design, Illustration, Advertising, Art, Photoshop, Proofreading, Dreamweaver, Adobe Acrobat, Adobe Creative Suite, WordPress, InDesign, Illustrator, Newsletters, Brochures, Rhythmyx, Crochet, Knitting, Singing
Education
Baylor University 1985 — 1990
BME: Bachelor of Music Education, Choral/Vocal Music
Neicy Sibley Neicy Sibley's VALIC Experience June 2005 - Present
Job Client Service Analyst at VALIC
Industry Financial Services
Experience
VALIC June 2005 - Present
Skills
Series 63, Series 6, Series 7, Securities, Portfolio Management, Insurance, Retirement Planning, Finance, Wealth Management, Retirement
Education
Ashford University
Bachelor's Degree, Health/Health Care Administration/Management
BARBARA JORDAN HIGH SCHOOL
VALIC June 2005 - Present
Skills
Series 63, Series 6, Series 7, Securities, Portfolio Management, Insurance, Retirement Planning, Finance, Wealth Management, Retirement
Education
Ashford University
Bachelor's Degree, Health/Health Care Administration/Management
BARBARA JORDAN HIGH SCHOOL
Derek MacLeod's VALIC Experience 1994 - 1997
Job Sr Technical Lead at General Motors
Industry Information Technology and Services
Experience
Friedkin Companies, Inc. July 2003 - May 2012
Friedkin Information Technology March 2003 - July 2003
Halliburton 2001 - 2002
JPMorgan Chase 1997 - 2001
VALIC 1994 - 1997
USAble Systems/Blue Cross/Blue Shield of AR 1993 - 1994
Philadelphia American Life Insurance Company 1992 - 1993
VALIC 1990 - 1992
Skills
Applications..., Software Quality..., Software Project..., Multi-Platform..., Business Analysis, Applications Software..., Mainframe, Distributed Systems, Project Management, Vendor Management, Software Quality..., Process Improvement, IT Management, Data Warehousing, Microsoft SQL Server, SDLC, Business Intelligence, Quality Assurance, Integration, DB2, Software Development, Leadership, Business Process, SQL, Software Documentation, IT Strategy, Analysis, SharePoint, Solution Architecture, Project Planning, Disaster Recovery, Enterprise Architecture, Visio
Education
Apostolic Bible Institute Inc
Bachelor's degree, Theology/Theological Studies
Friedkin Companies, Inc. July 2003 - May 2012
Friedkin Information Technology March 2003 - July 2003
Halliburton 2001 - 2002
JPMorgan Chase 1997 - 2001
VALIC 1994 - 1997
USAble Systems/Blue Cross/Blue Shield of AR 1993 - 1994
Philadelphia American Life Insurance Company 1992 - 1993
VALIC 1990 - 1992
Skills
Applications..., Software Quality..., Software Project..., Multi-Platform..., Business Analysis, Applications Software..., Mainframe, Distributed Systems, Project Management, Vendor Management, Software Quality..., Process Improvement, IT Management, Data Warehousing, Microsoft SQL Server, SDLC, Business Intelligence, Quality Assurance, Integration, DB2, Software Development, Leadership, Business Process, SQL, Software Documentation, IT Strategy, Analysis, SharePoint, Solution Architecture, Project Planning, Disaster Recovery, Enterprise Architecture, Visio
Education
Apostolic Bible Institute Inc
Bachelor's degree, Theology/Theological Studies
Beatrice Sanchez's VALIC Experience March 2010 - Present
Job Independent Distribution Implementation Manager at VALIC
Industry Financial Services
Experience
VALIC March 2010 - Present
VALIC May 2000 - March 2010
Chase Manhanattan Mortgage 1998 - May 2000
Skills
Bilingual, Leadership Development, Operations Management, Leadership, Call Centers, Training, Employee Training, Team Leadership, Sales, Customer Service, Outlook, Customer Satisfaction, Time Management, Microsoft Excel, Hiring, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Risk Management, Inventory Management, Event Planning, Process Improvement, Insurance, Employee Benefits
Education
University of Phoenix 2007 — 2009
Associates, Business Management
Art Institute of Houston 1994 — 1996
Lamar High School 1987 — 1991
VALIC March 2010 - Present
VALIC May 2000 - March 2010
Chase Manhanattan Mortgage 1998 - May 2000
Skills
Bilingual, Leadership Development, Operations Management, Leadership, Call Centers, Training, Employee Training, Team Leadership, Sales, Customer Service, Outlook, Customer Satisfaction, Time Management, Microsoft Excel, Hiring, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Risk Management, Inventory Management, Event Planning, Process Improvement, Insurance, Employee Benefits
Education
University of Phoenix 2007 — 2009
Associates, Business Management
Art Institute of Houston 1994 — 1996
Lamar High School 1987 — 1991
Emily Bustos's VALIC Experience November 2009 - November 2010
Job Administrative Assistant III to VP of Rates and Regulatory
Industry Utilities
Experience
Xcel Energy June 2013 - Present
Swift Technical Group November 2010 - May 2013
VALIC November 2009 - November 2010
Terralliance Technologies April 2006 - December 2008
Nabors Industries August 2003 - March 2006
Texas Panhandle Centers - Behavioral & Developmental Health April 2002 - June 2003
R&B Falcon Drilling Company March 2000 - August 2001
Halliburton October 1999 - March 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Budgets, Strategic Planning, Account Reconciliation, Accounting, Access, Accounts Payable, Financial Analysis, Financial Reporting, Analysis, Purchasing, Asset Managment, Database Administration, Office Administration, Contract Management, Software Documentation, SAP, Management, Training, Forecasting, Project Management, Petroleum, Gas, Energy, Process Improvement, Project Planning, Contract Negotiation, Leadership, Sales, Negotiation, Spreadsheets, Invoicing, Procurement
Education
University of Phoenix-Houston Campus 2003 — 2006
Bachelor of Science, Business Administration and Management, General
Amarillo College 1997 — 2001
Xcel Energy June 2013 - Present
Swift Technical Group November 2010 - May 2013
VALIC November 2009 - November 2010
Terralliance Technologies April 2006 - December 2008
Nabors Industries August 2003 - March 2006
Texas Panhandle Centers - Behavioral & Developmental Health April 2002 - June 2003
R&B Falcon Drilling Company March 2000 - August 2001
Halliburton October 1999 - March 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Budgets, Strategic Planning, Account Reconciliation, Accounting, Access, Accounts Payable, Financial Analysis, Financial Reporting, Analysis, Purchasing, Asset Managment, Database Administration, Office Administration, Contract Management, Software Documentation, SAP, Management, Training, Forecasting, Project Management, Petroleum, Gas, Energy, Process Improvement, Project Planning, Contract Negotiation, Leadership, Sales, Negotiation, Spreadsheets, Invoicing, Procurement
Education
University of Phoenix-Houston Campus 2003 — 2006
Bachelor of Science, Business Administration and Management, General
Amarillo College 1997 — 2001
Steve Gaito Steve Gaito's VALIC Experience February 1993 - November 2000
Job Director of Advisor and Enterprise Solutions at Social Security Solutions, Inc.
Industry Financial Services
Experience
Social Security Solutions, Inc. December 2013 - Present
My Retirement Education Center March 2012 - December 2013
Fee Only Planning NC, LLC July 2011 - December 2013
Appalachian State University Parent Association Board August 2011 - January 2013
LPL Financial February 2003 - June 2011
YMCA of the Triangle January 2000 - November 2002
VALIC February 1993 - November 2000
Skills
Retirement Planning, Debt Management, Planning, Financial Planning, Investments, Budgeting, Portfolio Management, Teaching, Strategic Financial..., Series 7, Project Planning, Mutual Funds, Budgets, Financial Advisory, Management, Investment Advisory, Retirement, Financial Planners, Financial Services, Investment Management, Strategy, Wealth Management, Wealth, Personal Finance, Estate Planning, Fixed Annuities, Financial Goals, Analysis, Sales, Strategic Planning, Finance, Investment Strategies, Program Management, Educational Consulting, Asset Allocation, Wealth Accumulation, Wealth Management..., 401k, Long-term Care, IRAs, High Net Worth..., Series 63, 401k Rollovers, Employee Benefits, Life Insurance, Securities, Alternative Investments, Term Life Insurance, Long Term Care Insurance, Asset Management
Education
College for Financial Planning 2000 — 2004
CFP Certification Professional Education Program, Financial Planning
Appalachian State University 1982 — 1986
BS, Outdoor Recreation Management
Social Security Solutions, Inc. December 2013 - Present
My Retirement Education Center March 2012 - December 2013
Fee Only Planning NC, LLC July 2011 - December 2013
Appalachian State University Parent Association Board August 2011 - January 2013
LPL Financial February 2003 - June 2011
YMCA of the Triangle January 2000 - November 2002
VALIC February 1993 - November 2000
Skills
Retirement Planning, Debt Management, Planning, Financial Planning, Investments, Budgeting, Portfolio Management, Teaching, Strategic Financial..., Series 7, Project Planning, Mutual Funds, Budgets, Financial Advisory, Management, Investment Advisory, Retirement, Financial Planners, Financial Services, Investment Management, Strategy, Wealth Management, Wealth, Personal Finance, Estate Planning, Fixed Annuities, Financial Goals, Analysis, Sales, Strategic Planning, Finance, Investment Strategies, Program Management, Educational Consulting, Asset Allocation, Wealth Accumulation, Wealth Management..., 401k, Long-term Care, IRAs, High Net Worth..., Series 63, 401k Rollovers, Employee Benefits, Life Insurance, Securities, Alternative Investments, Term Life Insurance, Long Term Care Insurance, Asset Management
Education
College for Financial Planning 2000 — 2004
CFP Certification Professional Education Program, Financial Planning
Appalachian State University 1982 — 1986
BS, Outdoor Recreation Management
Roberts, Michelle Roberts, Michelle's VALIC Experience 2012 - Present
Job Financial Planning Advisor
Industry Financial Services
Experience
VALIC 2012 - Present
Roberts Insurance and Financial Services 2004 - 2012
Skills
Retirement, Long-term Care, Long Term Care Insurance, Insurance, Financial Services, Retirement Planning, Fixed Annuities, Investments, 401k, Securities, Portfolio Management, Strategic Financial..., Finance, Risk Management, Life Insurance, Disability Insurance, Employee Benefits, Financial Analysis
Education
Bowling Green State University 1985 — 1990
BA
VALIC 2012 - Present
Roberts Insurance and Financial Services 2004 - 2012
Skills
Retirement, Long-term Care, Long Term Care Insurance, Insurance, Financial Services, Retirement Planning, Fixed Annuities, Investments, 401k, Securities, Portfolio Management, Strategic Financial..., Finance, Risk Management, Life Insurance, Disability Insurance, Employee Benefits, Financial Analysis
Education
Bowling Green State University 1985 — 1990
BA
Chelly Joseph Bielecki CRPC Chelly Joseph Bielecki CRPC's VALIC Experience April 2013 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC April 2013 - Present
Fifth Third Securities March 2012 - March 2013
Merrill Lynch October 2006 - March 2012
Lydian Data Services July 2004 - October 2005
Bank of America June 2002 - July 2004
Skills
Small Business, Wealth Management, Retirement Planning, Leadership, Mortgage Lending, Retirement, Financial Advisory, Loans, Marketing, Customer Satisfaction, IRAs, 401k, Finance, Team Building, Customer Service, Public Speaking, Sales, Management
Education
Florida Atlantic University 2004 — 2006
Bachelors of Business Administration, Finance
Broward Community College 2001 — 2004
Associate of Arts, Business Administration
VALIC April 2013 - Present
Fifth Third Securities March 2012 - March 2013
Merrill Lynch October 2006 - March 2012
Lydian Data Services July 2004 - October 2005
Bank of America June 2002 - July 2004
Skills
Small Business, Wealth Management, Retirement Planning, Leadership, Mortgage Lending, Retirement, Financial Advisory, Loans, Marketing, Customer Satisfaction, IRAs, 401k, Finance, Team Building, Customer Service, Public Speaking, Sales, Management
Education
Florida Atlantic University 2004 — 2006
Bachelors of Business Administration, Finance
Broward Community College 2001 — 2004
Associate of Arts, Business Administration
Vincent J. Alvarez, MBA Vincent J. Alvarez, MBA's VALIC Experience May 2011 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
VALIC May 2011 - Present
Dayspring Financial and Insurance Services October 2002 - May 2011
A.C. Nava Charitable Foundation January 1996 - March 2009
Skills
Investment Advisory, Investments, Series 6, Series 63, Series 65, Financial Analysis, Retirement Planning, Management, Asset Allocation, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Strategic Planning, Strategic Financial..., Financial Planners, Employee Benefits, Disability Insurance, Finance, IRAs, Investment Strategies, Insurance, Mutual Funds, Health Insurance, Series 7, Fixed Annuities, Retirement, Life Insurance, Budgets, Financial Goals, Long-term Care, Wealth Management, Term Life Insurance, Wealth, Risk Management, Financial Modeling, Fundraising, Wealth Accumulation, Financial Advisory, Securities, 401k, Roth IRA, Estate Planning, College Savings Plans, 401k Rollovers, Investment Management, Financial Services, Long Term Care Insurance, Bonds
Education
University of La Verne 2008 — 2010
MBA, Management
Azusa Pacific University 2004 — 2005
BS, Christian Leadership
VALIC May 2011 - Present
Dayspring Financial and Insurance Services October 2002 - May 2011
A.C. Nava Charitable Foundation January 1996 - March 2009
Skills
Investment Advisory, Investments, Series 6, Series 63, Series 65, Financial Analysis, Retirement Planning, Management, Asset Allocation, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Strategic Planning, Strategic Financial..., Financial Planners, Employee Benefits, Disability Insurance, Finance, IRAs, Investment Strategies, Insurance, Mutual Funds, Health Insurance, Series 7, Fixed Annuities, Retirement, Life Insurance, Budgets, Financial Goals, Long-term Care, Wealth Management, Term Life Insurance, Wealth, Risk Management, Financial Modeling, Fundraising, Wealth Accumulation, Financial Advisory, Securities, 401k, Roth IRA, Estate Planning, College Savings Plans, 401k Rollovers, Investment Management, Financial Services, Long Term Care Insurance, Bonds
Education
University of La Verne 2008 — 2010
MBA, Management
Azusa Pacific University 2004 — 2005
BS, Christian Leadership
William Pandiani William Pandiani's VALIC Experience February 2007 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2007 - Present
Skills
Asset Allocation, Wealth Management, Mutual Funds, Uniform Combined State..., Series 7, Investments, Washington State..., 401k, Life Insurance, Portfolio Management, Finance, Pensions, Securities, Asset Management, Retirement Plan..., Long Term Care Insurance, Wealth, ETFs, Mortgage Lending, Financial Planners, Financial Services, Term Life Insurance, Series 65, Financial Advisory, Insurance, Investment Strategies, Long-term Care, Universal Life, Series 6, Wealth Management..., Income Protection, Variable Annuities, Estate Planning
Education
California Polytechnic State University-San Luis Obispo 1967 — 1971
Bachelor of Applied Science (B.A.Sc.), Mathematics
VALIC February 2007 - Present
Skills
Asset Allocation, Wealth Management, Mutual Funds, Uniform Combined State..., Series 7, Investments, Washington State..., 401k, Life Insurance, Portfolio Management, Finance, Pensions, Securities, Asset Management, Retirement Plan..., Long Term Care Insurance, Wealth, ETFs, Mortgage Lending, Financial Planners, Financial Services, Term Life Insurance, Series 65, Financial Advisory, Insurance, Investment Strategies, Long-term Care, Universal Life, Series 6, Wealth Management..., Income Protection, Variable Annuities, Estate Planning
Education
California Polytechnic State University-San Luis Obispo 1967 — 1971
Bachelor of Applied Science (B.A.Sc.), Mathematics
Jan Webb Jan Webb's VALIC Experience I specialize in giving people financial peace of mind. Whether a younger investor or approaching retirement years, my goal is to help my clients invest wisely so they will have the assets they need at the time they need them.Regional Sales ManagerCalifornia ChoiceMarch 1997 - February 2013
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC I specialize in giving people financial peace of mind. Whether a younger investor or approaching retirement years, my goal is to help my clients invest wisely so they will have the assets they need at the time they need them.Regional Sales ManagerCalifornia ChoiceMarch 1997 - February 2013
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, IRAs, Securities, 401k, Portfolio Management, Asset Management
Education
Andrews University
Bachelor's and Master's, Music
California State University-San Bernardino
Master of Health Services Administration, Health Services Administration
VALIC I specialize in giving people financial peace of mind. Whether a younger investor or approaching retirement years, my goal is to help my clients invest wisely so they will have the assets they need at the time they need them.Regional Sales ManagerCalifornia ChoiceMarch 1997 - February 2013
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, IRAs, Securities, 401k, Portfolio Management, Asset Management
Education
Andrews University
Bachelor's and Master's, Music
California State University-San Bernardino
Master of Health Services Administration, Health Services Administration
Melissa Lester Lopez, SPHR Melissa Lester Lopez, SPHR's VALIC Experience 2002 - 2007
Job Human Resources Consultant at Aetna
Industry Human Resources
Experience
Aetna November 2014 - Present
Aetna September 2013 - November 2014
Aetna (Coventry Health Care) January 2012 - December 2013
OpenWorks March 2010 - December 2011
Luminant April 2009 - November 2009
ABX Air, Inc. 2007 - 2009
VALIC 2002 - 2007
ARAMARK 2001 - 2002
Skills
Full-cycle Recruiting, Employee Relations, Benefits Administration, Adaptive, Workers Compensation, Compliance, Performance Management, Change Management, Confidentiality, Recruiting, SDLC, Human Resources, HRIS, Training, Onboarding, Interviews, New Hire Orientations, Strategic Partnerships, Employee Benefits, Employee Training, HR Consulting, Leave Administration
Education
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Human Resources
Westfield High School 1994 — 1998
HRCI Prep class
Aetna November 2014 - Present
Aetna September 2013 - November 2014
Aetna (Coventry Health Care) January 2012 - December 2013
OpenWorks March 2010 - December 2011
Luminant April 2009 - November 2009
ABX Air, Inc. 2007 - 2009
VALIC 2002 - 2007
ARAMARK 2001 - 2002
Skills
Full-cycle Recruiting, Employee Relations, Benefits Administration, Adaptive, Workers Compensation, Compliance, Performance Management, Change Management, Confidentiality, Recruiting, SDLC, Human Resources, HRIS, Training, Onboarding, Interviews, New Hire Orientations, Strategic Partnerships, Employee Benefits, Employee Training, HR Consulting, Leave Administration
Education
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Human Resources
Westfield High School 1994 — 1998
HRCI Prep class
Ronald Paryl Ronald Paryl's VALIC Experience November 2012 - September 2014
Job Financial Representative at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial® September 2014 - Present
VALIC November 2012 - September 2014
Well Fargo Advisors, LLC January 2011 - November 2012
US Dept of Commerce November 2008 - October 2010
Ovalstrapping, Inc February 1989 - November 2007
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Financial Advisory, Strategic Financial..., Investments, Life Insurance, Financial Services, 401k, Retirement, Fixed Annuities, Public Speaking, Asset Management, Leadership, Risk Management, Management, Financial Planning, Portfolio Management, Finance, Insurance, Asset Allocation, Financial Risk
Education
Benedictine University 1979 — 1983
MBA, Finance/Marketing
COUNTRY Financial® September 2014 - Present
VALIC November 2012 - September 2014
Well Fargo Advisors, LLC January 2011 - November 2012
US Dept of Commerce November 2008 - October 2010
Ovalstrapping, Inc February 1989 - November 2007
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Financial Advisory, Strategic Financial..., Investments, Life Insurance, Financial Services, 401k, Retirement, Fixed Annuities, Public Speaking, Asset Management, Leadership, Risk Management, Management, Financial Planning, Portfolio Management, Finance, Insurance, Asset Allocation, Financial Risk
Education
Benedictine University 1979 — 1983
MBA, Finance/Marketing
Alan Range, CLU, ChFC Alan Range, CLU, ChFC's VALIC Experience October 2011 - August 2013
Job Senior Manager Branch Operations at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC August 2013 - Present
VALIC October 2011 - August 2013
AXA-Equitable 2007 - 2010
AXA EQUITABLE 2002 - 2006
AXA Equitable 1999 - 2002
AXA EQUITABLE 1997 - 1999
AXA Equitable 1994 - 1996
AXA EQUITABLE 1991 - 1994
AXA Equitable 1990 - 1991
Aetna Life & Casualty 1987 - 1990
Skills
Strategic Financial..., Life Insurance, Selling Skills, Training, Management Development, Employee Benefits, Product Development, Insurance, Series 7, Retirement Planning, Investments, Risk Management, Wealth Management, Mutual Funds, Estate Planning, 401k, Relationship Management
Education
Baylor University 1973 — 1977
BA, Managment, Marketing
Hillcrest High School 1970 — 1973
AXA Advisors, LLC August 2013 - Present
VALIC October 2011 - August 2013
AXA-Equitable 2007 - 2010
AXA EQUITABLE 2002 - 2006
AXA Equitable 1999 - 2002
AXA EQUITABLE 1997 - 1999
AXA Equitable 1994 - 1996
AXA EQUITABLE 1991 - 1994
AXA Equitable 1990 - 1991
Aetna Life & Casualty 1987 - 1990
Skills
Strategic Financial..., Life Insurance, Selling Skills, Training, Management Development, Employee Benefits, Product Development, Insurance, Series 7, Retirement Planning, Investments, Risk Management, Wealth Management, Mutual Funds, Estate Planning, 401k, Relationship Management
Education
Baylor University 1973 — 1977
BA, Managment, Marketing
Hillcrest High School 1970 — 1973
Larissa Tavelli's VALIC Experience December 2009 - February 2011
Job Marketing Coordinator at McCarthy Building Companies, Inc.
Industry Construction
Experience
McCarthy Building Companies, Inc. February 2011 - Present
VALIC December 2009 - February 2011
Dos Gringos Corporate January 2009 - May 2009
Arizona State Fair August 2008 - December 2008
Cology Inc. May 2007 - August 2007
Skills
Technical Writing, Graphic Design, Marketing Communications, InDesign, Adobe Acrobat, Photoshop, Microsoft Office, Branding & Identity, Public Relations, Advertising, Social Media, Marketing, Event Planning, Email Marketing, Corporate Communications, Marketing Strategy, Social Media Marketing, Online Advertising, Event Management, Illustrator, Public Speaking, Facebook, Adobe Creative Suite, Proposal Writing, Market Research, Press Releases, Marketing Research, Sales, Time Management, Corporate Branding, Trade Shows, Brand Development, Budgets, HTML, Web Design, Contract Negotiation, Online Marketing, CRM, Copywriting, Market Planning, SEO, Social Networking, Direct Marketing, Strategic Planning, Project Planning, LEED, Process Scheduler
Education
Arizona State University 2005 — 2009
Bachelors, Marketing and Mass Communications
La Cueva High School 2002 — 2005
McCarthy Building Companies, Inc. February 2011 - Present
VALIC December 2009 - February 2011
Dos Gringos Corporate January 2009 - May 2009
Arizona State Fair August 2008 - December 2008
Cology Inc. May 2007 - August 2007
Skills
Technical Writing, Graphic Design, Marketing Communications, InDesign, Adobe Acrobat, Photoshop, Microsoft Office, Branding & Identity, Public Relations, Advertising, Social Media, Marketing, Event Planning, Email Marketing, Corporate Communications, Marketing Strategy, Social Media Marketing, Online Advertising, Event Management, Illustrator, Public Speaking, Facebook, Adobe Creative Suite, Proposal Writing, Market Research, Press Releases, Marketing Research, Sales, Time Management, Corporate Branding, Trade Shows, Brand Development, Budgets, HTML, Web Design, Contract Negotiation, Online Marketing, CRM, Copywriting, Market Planning, SEO, Social Networking, Direct Marketing, Strategic Planning, Project Planning, LEED, Process Scheduler
Education
Arizona State University 2005 — 2009
Bachelors, Marketing and Mass Communications
La Cueva High School 2002 — 2005
David Houchins's VALIC Experience 1998 - 2001
Job President & CEO at OneHouston Financial
Industry Financial Services
Experience
MassMutual Greater Houston January 2007 - May 2014
Foresters August 2002 - December 2006
VALIC 1998 - 2001
New York Life Insurance Company 1995 - 1998
Equitable Life Assurance Society of the US 1991 - 1995
Education
Baylor University - Hankamer School of Business 1986 — 1989
MBA, Marketing
MassMutual Greater Houston January 2007 - May 2014
Foresters August 2002 - December 2006
VALIC 1998 - 2001
New York Life Insurance Company 1995 - 1998
Equitable Life Assurance Society of the US 1991 - 1995
Education
Baylor University - Hankamer School of Business 1986 — 1989
MBA, Marketing
Marco Molea's VALIC Experience July 2009 - Present
Job Vice President at AIG distributors
Industry Financial Services
Experience
VALIC July 2009 - Present
AIG February 2007 - February 2009
Protective Life February 2006 - February 2007
Guardian February 2001 - February 2006
Sunlife May 1998 - February 2001
Skills
Leadership, Financial Services, Series 7, Retirement Planning, Marketing, Fixed Annuities, Insurance, Mutual Funds, Marketing Strategy, 401k, Asset Allocation, Financial Planning, Financial Advisory, Investments, Life Insurance, Retirement, Sales, Series 6, Series 63, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
Bachelor's degree, Business Administration and Management, General
VALIC July 2009 - Present
AIG February 2007 - February 2009
Protective Life February 2006 - February 2007
Guardian February 2001 - February 2006
Sunlife May 1998 - February 2001
Skills
Leadership, Financial Services, Series 7, Retirement Planning, Marketing, Fixed Annuities, Insurance, Mutual Funds, Marketing Strategy, 401k, Asset Allocation, Financial Planning, Financial Advisory, Investments, Life Insurance, Retirement, Sales, Series 6, Series 63, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Jonathan Moyer, CFP®'s VALIC Experience July 2011 - January 2013
Job Financial Advisor at Aviso Financial
Industry Financial Services
Experience
Aviso Financial, LLC May 2015 - Present
First Niagara Bank October 2014 - May 2015
PNC Investments January 2013 - October 2014
VALIC July 2011 - January 2013
MFB Wealth Management, Inc. September 2010 - July 2011
Univest National Bank & Trust Co. July 2006 - August 2010
Canon Capital Management Group, LLC June 2002 - July 2006
The Niemeyer Group, Inc. November 2000 - June 2002
XL Insurance August 1995 - November 2000
Skills
Financial Planners, Wealth, Asset Management, Series 7, Small Business, Investment Strategies, Investments, Mutual Funds, Asset Allocation, Financial Advisory, Retirement Planning, Retirement, Estate Planning, Personal Finance, 401k, Investment Advisory, Securities, Risk Management, Portfolio Management, Certified Financial..., Financial Services, Personal Financial..., Investment Management, Wealth Management, Finance, Strategic Financial..., Financial Planning
Education
University of California, Irvine 2008 — 2008
FPA Residency Program
College for Financial Planning 1996 — 2004
CFP Certification Professional Education Program
University of Pittsburgh 2002 — 2002
Center for Fiduciary Studies Accredited Investment Fiduciary(TM) Program
Duke University 1986 — 1988
Master's, Forestry, Resource Ecology
Bridgewater College 1982 — 1986
B.S., Biology
Pennridge High School 1979 — 1982
Aviso Financial, LLC May 2015 - Present
First Niagara Bank October 2014 - May 2015
PNC Investments January 2013 - October 2014
VALIC July 2011 - January 2013
MFB Wealth Management, Inc. September 2010 - July 2011
Univest National Bank & Trust Co. July 2006 - August 2010
Canon Capital Management Group, LLC June 2002 - July 2006
The Niemeyer Group, Inc. November 2000 - June 2002
XL Insurance August 1995 - November 2000
Skills
Financial Planners, Wealth, Asset Management, Series 7, Small Business, Investment Strategies, Investments, Mutual Funds, Asset Allocation, Financial Advisory, Retirement Planning, Retirement, Estate Planning, Personal Finance, 401k, Investment Advisory, Securities, Risk Management, Portfolio Management, Certified Financial..., Financial Services, Personal Financial..., Investment Management, Wealth Management, Finance, Strategic Financial..., Financial Planning
Education
University of California, Irvine 2008 — 2008
FPA Residency Program
College for Financial Planning 1996 — 2004
CFP Certification Professional Education Program
University of Pittsburgh 2002 — 2002
Center for Fiduciary Studies Accredited Investment Fiduciary(TM) Program
Duke University 1986 — 1988
Master's, Forestry, Resource Ecology
Bridgewater College 1982 — 1986
B.S., Biology
Pennridge High School 1979 — 1982
Brenda Brooks,SPHR-CA's VALIC Experience May 2006 - Present
Job Human Resources Business Partner at VALIC
Industry Insurance
Experience
VALIC May 2006 - Present
Pep Boys May 2005 - May 2006
Copart 2004 - 2005
Autozone February 1999 - July 2004
Skills
SPHR certified, HRIS, College Recruiting, Human Resources, Employment Law, Training, Labor Relations, Organizational..., Onboarding, Applicant Tracking..., Policy, HR Policies, New Hire Orientations, Performance Appraisal, Personnel Management, Strategic Partnerships, Interviews, SPHR, Recruiting, Management, Leadership Development, Leadership, Coaching
Education
California State University-Chico
Bachelor of Science, Agricultural Business
Results Coaching
SPHR-CA
VALIC May 2006 - Present
Pep Boys May 2005 - May 2006
Copart 2004 - 2005
Autozone February 1999 - July 2004
Skills
SPHR certified, HRIS, College Recruiting, Human Resources, Employment Law, Training, Labor Relations, Organizational..., Onboarding, Applicant Tracking..., Policy, HR Policies, New Hire Orientations, Performance Appraisal, Personnel Management, Strategic Partnerships, Interviews, SPHR, Recruiting, Management, Leadership Development, Leadership, Coaching
Education
California State University-Chico
Bachelor of Science, Agricultural Business
Results Coaching
SPHR-CA
Suzi Rogers Nelson's VALIC Experience 2000 - 2005
Job Domestic Engineer at Nelson & Kids
Industry Financial Services
Experience
Nelson & Kids January 2006 - Present
United States Junior Chamber 2005 - 2005
VALIC 2000 - 2005
US Jaycees 2004 - 2004
AIG American General 1996 - 2001
American General Life 1996 - 2000
Education
Baylor University - Hankamer School of Business 1987 — 1991
Nelson & Kids January 2006 - Present
United States Junior Chamber 2005 - 2005
VALIC 2000 - 2005
US Jaycees 2004 - 2004
AIG American General 1996 - 2001
American General Life 1996 - 2000
Education
Baylor University - Hankamer School of Business 1987 — 1991
Shirley Pettaway - Green's VALIC Experience 1997 - 2006
Job Gratitude Photographer
Industry Photography
Experience
National Society of Leadership & Success 2007 - 2007
AIG VALIC 1997 - 2007
VALIC and AIG Annuity 1997 - 2007
AIG Retirement Services 1997 - 2006
VALIC 1997 - 2006
Security First Group 1985 - 1997
Education
California State University-Los Angeles 1961 — 1964
Los Angeles City College 1962 — 1963
National Society of Leadership & Success 2007 - 2007
AIG VALIC 1997 - 2007
VALIC and AIG Annuity 1997 - 2007
AIG Retirement Services 1997 - 2006
VALIC 1997 - 2006
Security First Group 1985 - 1997
Education
California State University-Los Angeles 1961 — 1964
Los Angeles City College 1962 — 1963
Jack Steffek's VALIC Experience May 1989 - August 2008
Job FINANCIAL ADVISOR KB ELLIOTT securties offered through WFG Investments, Inc.member of FINRA & SIPC
Industry Financial Services
Experience
KB ELLIOTT Financial Advisors/ Williams Financial Group August 2009 - Present
VALIC May 1989 - August 2008
AIG/VALIC April 1989 - August 2008
Skills
Retirement Planning, Investments, Financial Advisory, Leadership, Finance, Financial Services, Insurance, Retirement, Fixed Annuities, Mutual Funds, Series 63, 401k, IRAs, Asset Allocation, Uniform Combined State..., Wealth Accumulation, Team Building, 529 Plans, Budgets, Investment Advisory, Employee Benefits, Strategic Financial..., Series 6, Life Insurance, Alternative Investments, Roth IRA
Education
Benedictine University 1965 — 1969
DePaul University Academy 1961 — 1965
KB ELLIOTT Financial Advisors/ Williams Financial Group August 2009 - Present
VALIC May 1989 - August 2008
AIG/VALIC April 1989 - August 2008
Skills
Retirement Planning, Investments, Financial Advisory, Leadership, Finance, Financial Services, Insurance, Retirement, Fixed Annuities, Mutual Funds, Series 63, 401k, IRAs, Asset Allocation, Uniform Combined State..., Wealth Accumulation, Team Building, 529 Plans, Budgets, Investment Advisory, Employee Benefits, Strategic Financial..., Series 6, Life Insurance, Alternative Investments, Roth IRA
Education
Benedictine University 1965 — 1969
DePaul University Academy 1961 — 1965
Clare Ronaghan, ARPC's VALIC Experience April 2013 - March 2014
Job Director, Strategic Relations at AXA
Industry Financial Services
Experience
AXA US March 2014 - Present
VALIC April 2013 - March 2014
ING February 2011 - April 2013
ING January 2008 - February 2011
HD Vest Financial Services 1992 - 1997
Skills
Investments, Series 63, 401k, Mutual Funds, Retirement Planning, Wealth Management, Relationship Management, Financial Services, Retirement, Sales, Series 7, Asset Allocation, Series 6, CRM, Investment Advisory, Fixed Annuities, Financial Advisory, Securities, Portfolio Management, FINRA, Strategic Financial..., Pensions, IRAs, Life Insurance, Investment Strategies, Asset Management, Alternative Investments, Variable Annuities, Financial Planning
Education
Angelo State University 1982 — 1987
Bachelor of Arts (B.A.), Public Relations
AXA US March 2014 - Present
VALIC April 2013 - March 2014
ING February 2011 - April 2013
ING January 2008 - February 2011
HD Vest Financial Services 1992 - 1997
Skills
Investments, Series 63, 401k, Mutual Funds, Retirement Planning, Wealth Management, Relationship Management, Financial Services, Retirement, Sales, Series 7, Asset Allocation, Series 6, CRM, Investment Advisory, Fixed Annuities, Financial Advisory, Securities, Portfolio Management, FINRA, Strategic Financial..., Pensions, IRAs, Life Insurance, Investment Strategies, Asset Management, Alternative Investments, Variable Annuities, Financial Planning
Education
Angelo State University 1982 — 1987
Bachelor of Arts (B.A.), Public Relations
RORY KYLE DAVIS's VALIC Experience 2010 - 2011
Job Business Development/Sr. Case Design Specialist
Industry Financial Services
Experience
LegacyTree Foundation August 2011 - Present
VALIC 2010 - 2011
CUNA Mutual Group 2008 - 2010
Skills
Series 66, Series 7, Estate Planning, Alternative Investments, Strategic Financial..., Fixed Annuities, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Life Insurance, Retirement, Asset Allocation, Wealth, Financial Advisory, Wealth Management, Insurance, Asset Managment, Bonds, Long-term Care, Disability Insurance
Education
Austin Peay State University 1985 — 1989
BS
Thornewood Univ.
MBA
LegacyTree Foundation August 2011 - Present
VALIC 2010 - 2011
CUNA Mutual Group 2008 - 2010
Skills
Series 66, Series 7, Estate Planning, Alternative Investments, Strategic Financial..., Fixed Annuities, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Life Insurance, Retirement, Asset Allocation, Wealth, Financial Advisory, Wealth Management, Insurance, Asset Managment, Bonds, Long-term Care, Disability Insurance
Education
Austin Peay State University 1985 — 1989
BS
Thornewood Univ.
MBA
Nain Perez's VALIC Experience February 2008 - May 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Merrill Edge October 2011 - August 2014
E*TRADE Financial Corporation May 2011 - September 2011
VALIC February 2008 - May 2011
Ameriprise Financial Services, Inc. January 2005 - November 2007
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1991 — 1997
Ameriprise Financial Services, Inc. August 2014 - Present
Merrill Edge October 2011 - August 2014
E*TRADE Financial Corporation May 2011 - September 2011
VALIC February 2008 - May 2011
Ameriprise Financial Services, Inc. January 2005 - November 2007
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1991 — 1997
Gary Grigsby's VALIC Experience 2000 - Present
Job Director of Operations at AIG Retirement
Industry Financial Services
Experience
AIG Retirement Director of Broker Dealer OperationsAIG Retirement Services2000 - Present
AIG Retirement & AIG Annuity 2000 - Present
AIG VALIC 2000 - Present
VALIC Financial Advisors 2000 - Present
VALIC 2000 - Present
Education
Baylor University 1982 — 1987
AIG Retirement Director of Broker Dealer OperationsAIG Retirement Services2000 - Present
AIG Retirement & AIG Annuity 2000 - Present
AIG VALIC 2000 - Present
VALIC Financial Advisors 2000 - Present
VALIC 2000 - Present
Education
Baylor University 1982 — 1987
Gary Heim's VALIC Experience April 2009 - December 2010
Job Insurance Agent
Industry Insurance
Experience
Woodcock Agency August 2013 - Present
Oceans Healthcare August 2012 - March 2013
Regions Bank April 2011 - December 2011
Southwest Mississippi Mental Health Complex February 2011 - March 2011
VALIC April 2009 - December 2010
Southwest Mississippi Regional Medical Center January 1994 - August 2008
Children's Hospital , New Orleans October 1991 - December 1993
Saint Barnabas Health Care System January 1988 - January 1992
Skills
Planning, Healthcare, Budgets, Licensed Life & Health..., Variable Annuities, Project Planning, Leadership, Policy, OSHA 30-Hour, Management
Education
Tulane University 1991 — 1994
MHA, Health Systems Management
Montclair State University 1985 — 1988
B.S., Allied Health Services
Bergen Community College 1983 — 1985
A.A.S., Radiography
Woodcock Agency August 2013 - Present
Oceans Healthcare August 2012 - March 2013
Regions Bank April 2011 - December 2011
Southwest Mississippi Mental Health Complex February 2011 - March 2011
VALIC April 2009 - December 2010
Southwest Mississippi Regional Medical Center January 1994 - August 2008
Children's Hospital , New Orleans October 1991 - December 1993
Saint Barnabas Health Care System January 1988 - January 1992
Skills
Planning, Healthcare, Budgets, Licensed Life & Health..., Variable Annuities, Project Planning, Leadership, Policy, OSHA 30-Hour, Management
Education
Tulane University 1991 — 1994
MHA, Health Systems Management
Montclair State University 1985 — 1988
B.S., Allied Health Services
Bergen Community College 1983 — 1985
A.A.S., Radiography
Andrew Meinbresse's VALIC Experience July 2014 - Present
Job District Manager | Garden State North
Industry Financial Services
Experience
VALIC July 2014 - Present
New York Life Insurance Company May 2012 - July 2014
AXA Advisors January 2008 - May 2012
AXA Advisors December 2004 - January 2008
Skills
Retirement Planning, Investments, Wealth Accumulation, Management, Training, Finance, Small Business, Recruiting, Wealth, Strategic Financial..., Retirement, Securities, Financial Planners, Business Planning
Education
Pennsylvania State University-Erie Campus 2001 — 2004
Finance, Personal Finance
Bowling Green State University 2000 — 2001
Finance
Upper St Clair 1997 — 2000
VALIC July 2014 - Present
New York Life Insurance Company May 2012 - July 2014
AXA Advisors January 2008 - May 2012
AXA Advisors December 2004 - January 2008
Skills
Retirement Planning, Investments, Wealth Accumulation, Management, Training, Finance, Small Business, Recruiting, Wealth, Strategic Financial..., Retirement, Securities, Financial Planners, Business Planning
Education
Pennsylvania State University-Erie Campus 2001 — 2004
Finance, Personal Finance
Bowling Green State University 2000 — 2001
Finance
Upper St Clair 1997 — 2000
David Allen, CFP®'s VALIC Experience March 1990 - Present
Job Senior District Manager at VALIC
Industry Financial Services
Experience
VALIC March 1990 - Present
Dean Witter August 1987 - March 1990
Skills
Retirement, Retirement Planning, Strategic Financial..., Investments, Employee Benefits, Series 7, 401k, Mutual Funds, Pensions, Financial Advisory, Long-term Care, Fixed Annuities, Series 63, Series 6, Insurance, Wealth, Wealth Management, Asset Allocation, Financial Planning, Certified Financial..., Hiring Employees, Employee Management, Investment Advisory, Management, Retirement Plan..., Life Insurance
Education
Barry University 2002 — 2005
BPS, Financial Planning
VALIC March 1990 - Present
Dean Witter August 1987 - March 1990
Skills
Retirement, Retirement Planning, Strategic Financial..., Investments, Employee Benefits, Series 7, 401k, Mutual Funds, Pensions, Financial Advisory, Long-term Care, Fixed Annuities, Series 63, Series 6, Insurance, Wealth, Wealth Management, Asset Allocation, Financial Planning, Certified Financial..., Hiring Employees, Employee Management, Investment Advisory, Management, Retirement Plan..., Life Insurance
Education
Barry University 2002 — 2005
BPS, Financial Planning
Janice Swanson's VALIC Experience May 2012 - Present
Job Executive Administrative Assistant
Industry Insurance
Experience
VALIC May 2012 - Present
University of Phoenix October 2008 - February 2012
Word of Grace July 2003 - January 2008
Microchip Technology December 1999 - July 2003
Skills
Administrative..., Event Planning, Data Entry, Office Administration
Education
Arizona State University 1996 — 1999
Bachelor of Arts, Theatre
VALIC May 2012 - Present
University of Phoenix October 2008 - February 2012
Word of Grace July 2003 - January 2008
Microchip Technology December 1999 - July 2003
Skills
Administrative..., Event Planning, Data Entry, Office Administration
Education
Arizona State University 1996 — 1999
Bachelor of Arts, Theatre
Derek Crump's VALIC Experience October 2010 - Present
Job Sr. Licensing and Registration Analyst at VALIC
Industry Insurance
Experience
VALIC October 2010 - Present
Prudential Insurance April 2004 - November 2008
Prudential Financial August 2001 - April 2004
Skills
Lotus Notes, Spreadsheets, Excel, PowerPoint, Word, Insurance, Outlook, Licensing, Microsoft Excel, Microsoft Word, Employee Benefits, Account Reconciliation, Banking, Health Insurance, Access, Microsoft Office, Risk Management, Life Insurance
Education
Bloomfield College 1987 — 1992
Liberal Arts
VALIC October 2010 - Present
Prudential Insurance April 2004 - November 2008
Prudential Financial August 2001 - April 2004
Skills
Lotus Notes, Spreadsheets, Excel, PowerPoint, Word, Insurance, Outlook, Licensing, Microsoft Excel, Microsoft Word, Employee Benefits, Account Reconciliation, Banking, Health Insurance, Access, Microsoft Office, Risk Management, Life Insurance
Education
Bloomfield College 1987 — 1992
Liberal Arts
Lynn Welborn's VALIC Experience March 2009 - May 2014
Job Executive Assistant at U.S. Legal Support, Inc.
Industry Executive Office
Experience
U.S. Legal Support, Inc. May 2014 - Present
VALIC March 2009 - May 2014
Wachovia Mortgage Corporation November 2003 - November 2008
The Home Depot January 2000 - November 2003
Education
Art Institute of Dallas 1989 — 1992
Associates, Graphic design
U.S. Legal Support, Inc. May 2014 - Present
VALIC March 2009 - May 2014
Wachovia Mortgage Corporation November 2003 - November 2008
The Home Depot January 2000 - November 2003
Education
Art Institute of Dallas 1989 — 1992
Associates, Graphic design
Rodney Repko's VALIC Experience December 2004 - November 2014
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors November 2014 - Present
VALIC December 2004 - November 2014
Education
Bucknell University 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Lincoln Financial Advisors November 2014 - Present
VALIC December 2004 - November 2014
Education
Bucknell University 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Erik Alden's VALIC Experience September 2001 - May 2003
Job Regional Manager ISOTECH Pest Management
Industry Environmental Services
Experience
ISOTECH Pest Management July 2013 - Present
ISOTECH Pest Management May 2005 - Present
ISOTECH Pest Management 2005 - Present
Red Robin February 2003 - May 2006
The Daily Titan September 2001 - June 2004
VALIC September 2001 - May 2003
Skills
Pest Control, Management, Entomology, Bed Bugs, Integrated Pest..., Certified Pesticide..., Employee Training, Team Building, PEST, Training, Sales, Environmental Awareness, Customer Retention, Program Management, Leadership, Operations Management, Advertising, Strategic Planning, Organizational Behavior, Public Speaking, Fumigation, PowerPoint, Inventory Management, Team Leadership, Sales Management, Customer Service, Business Development, Teamwork, Marketing, Account Management, Project Management, Marketing Strategy, Microsoft Excel, Bees, Personnel Supervision, Dog Training, Ants, Insect, Contract Negotiation
Education
California State University-Fullerton 2000 — 2005
BS, Industrial/ Organizational Psychology
ISOTECH Pest Management July 2013 - Present
ISOTECH Pest Management May 2005 - Present
ISOTECH Pest Management 2005 - Present
Red Robin February 2003 - May 2006
The Daily Titan September 2001 - June 2004
VALIC September 2001 - May 2003
Skills
Pest Control, Management, Entomology, Bed Bugs, Integrated Pest..., Certified Pesticide..., Employee Training, Team Building, PEST, Training, Sales, Environmental Awareness, Customer Retention, Program Management, Leadership, Operations Management, Advertising, Strategic Planning, Organizational Behavior, Public Speaking, Fumigation, PowerPoint, Inventory Management, Team Leadership, Sales Management, Customer Service, Business Development, Teamwork, Marketing, Account Management, Project Management, Marketing Strategy, Microsoft Excel, Bees, Personnel Supervision, Dog Training, Ants, Insect, Contract Negotiation
Education
California State University-Fullerton 2000 — 2005
BS, Industrial/ Organizational Psychology
Jeffery Lofton's VALIC Experience August 1999 - Present
Job District Manager at VALIC
Industry Financial Services
Experience
VALIC August 1999 - Present
Skills
Retirement Planning, Retirement, 401k, Wealth Management, Fixed Annuities, Uniform Combined State..., Series 63, Series 6, Mutual Funds, Series 7, Qualified Retirement..., Asset Allocation, Retirement Plan..., Investment Advisory, IRAs, Series 65, 401k Rollovers, Pensions
Education
Boston University
Master of Science (MS), Insurance Management
Mississippi College
Bachelor of Science (BS), Business Administration and Management, General
VALIC August 1999 - Present
Skills
Retirement Planning, Retirement, 401k, Wealth Management, Fixed Annuities, Uniform Combined State..., Series 63, Series 6, Mutual Funds, Series 7, Qualified Retirement..., Asset Allocation, Retirement Plan..., Investment Advisory, IRAs, Series 65, 401k Rollovers, Pensions
Education
Boston University
Master of Science (MS), Insurance Management
Mississippi College
Bachelor of Science (BS), Business Administration and Management, General
Dane Sincere's VALIC Experience June 1989 - Present
Job Investment Advisor Representative at VALIC
Industry Financial Services
Experience
AIG Retirement Services June 1989 - Present
VALIC June 1989 - Present
EF Hutton 1985 - 1986
EF Hutton 1985 - 1986
Skills
Investments, Retirement Planning, Series 7, Mutual Funds, Retirement, Wealth Management, Strategic Financial..., Series 63, Asset Allocation, Investment Advisory, Securities, Fixed Annuities, 401k, IRAs, Investment Strategies
Education
California State University-Sacramento 1981 — 1986
BS, Finance
arbishop mitty high school
AIG Retirement Services June 1989 - Present
VALIC June 1989 - Present
EF Hutton 1985 - 1986
EF Hutton 1985 - 1986
Skills
Investments, Retirement Planning, Series 7, Mutual Funds, Retirement, Wealth Management, Strategic Financial..., Series 63, Asset Allocation, Investment Advisory, Securities, Fixed Annuities, 401k, IRAs, Investment Strategies
Education
California State University-Sacramento 1981 — 1986
BS, Finance
arbishop mitty high school
Jason Thomas, CFP®'s VALIC Experience 2008 - 2009
Job Financial Counselor at Contractor
Industry Financial Services
Experience
Contractor December 2012 - Present
Thomas Wealth Planning December 2009 - Present
University of Redlands October 2012 - Present
VALIC 2008 - 2009
TD Ameritrade 2007 - 2008
Bank of America 2006 - 2007
Skills
Series 7, Insurance, Certified Financial..., Registered Investment..., Tax Preparation, Real Estate Financing, Real Estate Broker, Mortgage Broker
Education
California Institute of the Arts 2002 — 2004
Master of Fine Arts (MFA), Music
Berklee College of Music 1997 — 1999
Bachelor's degree, Music
Contractor December 2012 - Present
Thomas Wealth Planning December 2009 - Present
University of Redlands October 2012 - Present
VALIC 2008 - 2009
TD Ameritrade 2007 - 2008
Bank of America 2006 - 2007
Skills
Series 7, Insurance, Certified Financial..., Registered Investment..., Tax Preparation, Real Estate Financing, Real Estate Broker, Mortgage Broker
Education
California Institute of the Arts 2002 — 2004
Master of Fine Arts (MFA), Music
Berklee College of Music 1997 — 1999
Bachelor's degree, Music
Jason Fredericks's VALIC Experience July 2010 - Present
Job Over 15 Years specializing in the financial industry from Customer Service to Back Office Operations
Industry Financial Services
Experience
VALIC July 2010 - Present
BPA Harbridge August 2007 - November 2008
AIG VALIC July 2000 - July 2007
Skills
Outlook, Call Centers, Training, Mutual Funds, Finance, Pensions, Pension Funds, Fixed Annuities, Trade Finance, Trading Systems, Stocks, Bonds, Mergers & Acquisitions, Management, Series 6, Series 63, Leadership Development, Team Leadership, SAP, Windows, Lotus Notes, Public Speaking, Excel, Microsoft Word, Employee Training, Long-term Customer..., Trading, Customer Service, Social Media, Spreadsheets, Adobe Acrobat, Java, Microsoft Excel
Education
Art Institute of Houston 1989 — 1991
Bachelor of Fine Arts, Digital Filmmaking & Video Production, Audio Production, Editing, Music/Film History
Blinn Jr College
General Studies Major Business Management
VALIC July 2010 - Present
BPA Harbridge August 2007 - November 2008
AIG VALIC July 2000 - July 2007
Skills
Outlook, Call Centers, Training, Mutual Funds, Finance, Pensions, Pension Funds, Fixed Annuities, Trade Finance, Trading Systems, Stocks, Bonds, Mergers & Acquisitions, Management, Series 6, Series 63, Leadership Development, Team Leadership, SAP, Windows, Lotus Notes, Public Speaking, Excel, Microsoft Word, Employee Training, Long-term Customer..., Trading, Customer Service, Social Media, Spreadsheets, Adobe Acrobat, Java, Microsoft Excel
Education
Art Institute of Houston 1989 — 1991
Bachelor of Fine Arts, Digital Filmmaking & Video Production, Audio Production, Editing, Music/Film History
Blinn Jr College
General Studies Major Business Management
Michael R Carter's VALIC Experience March 2015 - Present
Job Relationship Manager for key accounts in the Northeast.
Industry Financial Services
Experience
VALIC March 2015 - Present
Cammack LaRhette Advisors , LLC February 2011 - March 2015
Cammack Retirement Group 1998 - March 2015
Lincoln Life Ins. Co. January 1997 - February 1998
Unum 1983 - 1997
Skills
ERISA, Retirement, Employee Benefits, Pensions, Investments, 401k, Mutual Funds, Retirement Plan..., Deferred Compensation, Defined Benefit, Benefits Administration, Retirement Planning, Series 6, Asset Allocation, Defined Contribution
Education
Antioch University New England 1988 — 1989
MS, Management & Org. Development
University of Maine 1972 — 1976
BS, Botany
VALIC March 2015 - Present
Cammack LaRhette Advisors , LLC February 2011 - March 2015
Cammack Retirement Group 1998 - March 2015
Lincoln Life Ins. Co. January 1997 - February 1998
Unum 1983 - 1997
Skills
ERISA, Retirement, Employee Benefits, Pensions, Investments, 401k, Mutual Funds, Retirement Plan..., Deferred Compensation, Defined Benefit, Benefits Administration, Retirement Planning, Series 6, Asset Allocation, Defined Contribution
Education
Antioch University New England 1988 — 1989
MS, Management & Org. Development
University of Maine 1972 — 1976
BS, Botany
Keith Barber's VALIC Experience May 2006 - March 2013
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC May 2006 - March 2013
CitiStreet/Metlife Resources September 2002 - May 2006
Skills
Retirement Planning, Series 7, Uniform Combined State..., IRAs, Retirement, Wealth Accumulation, 529 Plans, Wealth Management, Saving for Education, Fixed Annuities, Mutual Funds, Investment Advisory, Series 63, 401k Rollovers, College Savings Plans, Series 6, Asset Allocation
Education
Boston University - School of Management 2008 — 2010
Certified of Financial planning, CFP review
SUNY Plattsburgh 1997 — 2001
VALIC May 2006 - March 2013
CitiStreet/Metlife Resources September 2002 - May 2006
Skills
Retirement Planning, Series 7, Uniform Combined State..., IRAs, Retirement, Wealth Accumulation, 529 Plans, Wealth Management, Saving for Education, Fixed Annuities, Mutual Funds, Investment Advisory, Series 63, 401k Rollovers, College Savings Plans, Series 6, Asset Allocation
Education
Boston University - School of Management 2008 — 2010
Certified of Financial planning, CFP review
SUNY Plattsburgh 1997 — 2001
Brandon Carlisle's VALIC Experience November 2006 - June 2011
Job Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments February 2013 - June 2014
Fidelity Investments January 2012 - February 2013
VALIC November 2006 - June 2011
Zions Bank March 2005 - September 2006
Zions Bank March 2003 - March 2005
Skills
Retirement Planning, Series 7, Investments, Strategic Financial..., Mutual Funds, Retirement, 401k, Investment Advisory, Asset Allocation
Education
Brigham Young University 1999 — 2006
BA, Business
Fidelity Investments 2014 - Present
Fidelity Investments February 2013 - June 2014
Fidelity Investments January 2012 - February 2013
VALIC November 2006 - June 2011
Zions Bank March 2005 - September 2006
Zions Bank March 2003 - March 2005
Skills
Retirement Planning, Series 7, Investments, Strategic Financial..., Mutual Funds, Retirement, 401k, Investment Advisory, Asset Allocation
Education
Brigham Young University 1999 — 2006
BA, Business
Danielle Sphon's VALIC Experience November 2006 - 2010
Job Executive Consultant at Rodan + Fields Dermatologists
Industry Financial Services
Experience
Rodan + Fields Dermatologists February 2013 - Present
Pacific Summit Energy May 2012 - March 2013
Pacific Summit Energy December 2010 - May 2012
VALIC November 2006 - 2010
VALIC June 2004 - 2010
VALIC June 2004 - November 2006
Best Buy February 2003 - May 2004
Best Buy February 2003 - May 2004
Best Buy February 2003 - May 2004
Skills
Time Management, Insurance, Loans, Cash Management, Interviews, Mutual Funds, Securities, Financial Services, Investments, Process Improvement, Retirement Planning, Wealth Management, Outlook, Strategic Financial..., Relationship Management, Asset Management, Microsoft Excel, Sales, Customer Service, Employee Benefits, Finance
Education
Sam Houston State University 1998 — 2001
BA, Sociology
Blinn College 1996 — 1998
AA
Rodan + Fields Dermatologists February 2013 - Present
Pacific Summit Energy May 2012 - March 2013
Pacific Summit Energy December 2010 - May 2012
VALIC November 2006 - 2010
VALIC June 2004 - 2010
VALIC June 2004 - November 2006
Best Buy February 2003 - May 2004
Best Buy February 2003 - May 2004
Best Buy February 2003 - May 2004
Skills
Time Management, Insurance, Loans, Cash Management, Interviews, Mutual Funds, Securities, Financial Services, Investments, Process Improvement, Retirement Planning, Wealth Management, Outlook, Strategic Financial..., Relationship Management, Asset Management, Microsoft Excel, Sales, Customer Service, Employee Benefits, Finance
Education
Sam Houston State University 1998 — 2001
BA, Sociology
Blinn College 1996 — 1998
AA
Michelle Herman's VALIC Experience September 2012 - Present
Job Northwest Marketing Director at VALIC
Industry Marketing and Advertising
Experience
VALIC September 2012 - Present
Mikuni Restaurant January 2011 - August 2012
Genworth Financial June 2010 - January 2011
Valic Financial Advisors July 2007 - June 2010
Mikuni Japanese Restaurant Group March 2006 - May 2007
Panhellenic Council January 2005 - December 2005
Office of Admissions, CSU August 2002 - December 2005
Ogilvy Public Relations Worldwide June 2005 - August 2005
Skills
Public Relations, Marketing, Email Marketing
Education
California State University-Chico
Bachelor of Arts, Communication Studies
Deakin University
University Studies Abroad Consortium
VALIC September 2012 - Present
Mikuni Restaurant January 2011 - August 2012
Genworth Financial June 2010 - January 2011
Valic Financial Advisors July 2007 - June 2010
Mikuni Japanese Restaurant Group March 2006 - May 2007
Panhellenic Council January 2005 - December 2005
Office of Admissions, CSU August 2002 - December 2005
Ogilvy Public Relations Worldwide June 2005 - August 2005
Skills
Public Relations, Marketing, Email Marketing
Education
California State University-Chico
Bachelor of Arts, Communication Studies
Deakin University
University Studies Abroad Consortium
Bruce Trameri's VALIC Experience July 1998 - July 2009
Job Student Retention Coordinator at Colorado State University
Industry Financial Services
Experience
Colorado State University OnlinePlus November 2012 - Present
TIAA-CREF June 2010 - October 2012
VALIC July 1998 - July 2009
University of Northern Colorado September 1989 - June 1998
State of Colorado June 1988 - August 1989
University of Northern Iowa July 1984 - June 1988
Skills
Interpersonal..., Training, Leadership, Management, Public Speaking, Leadership Development, Budgets, Recruiting, Marketing, CRM, Project Planning, Customer Service, Analysis, Higher Education
Education
Adams State College 1981 — 1982
Master's, Guidance & Counseling
University of Wisconsin-Whitewater 1976 — 1980
Bachelor of Arts, Major: Psychology/Minor: Speech
Colorado State University OnlinePlus November 2012 - Present
TIAA-CREF June 2010 - October 2012
VALIC July 1998 - July 2009
University of Northern Colorado September 1989 - June 1998
State of Colorado June 1988 - August 1989
University of Northern Iowa July 1984 - June 1988
Skills
Interpersonal..., Training, Leadership, Management, Public Speaking, Leadership Development, Budgets, Recruiting, Marketing, CRM, Project Planning, Customer Service, Analysis, Higher Education
Education
Adams State College 1981 — 1982
Master's, Guidance & Counseling
University of Wisconsin-Whitewater 1976 — 1980
Bachelor of Arts, Major: Psychology/Minor: Speech
Kelly Dossman's VALIC Experience August 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2014 - Present
HD Vest March 2012 - June 2014
NFP Securities August 2007 - January 2010
NFP Securities August 2003 - August 2007
Aflac October 2002 - August 2003
1st University Credit Union March 2001 - October 2002
Nine West July 1998 - October 2000
Scottrade October 1999 - April 2000
Skills
Series 7, Series 63, Life & Health Insurance..., Investment Advisory, Management, Investments, Life Insurance, Equities, Mutual Funds, Wealth Management, Financial Services, Finance, Fixed Income, Alternative Investments, Leadership, FINRA, Retirement, Asset Allocation, Analysis, Bonds, Insurance, Retirement Planning, ETFs, Series 24, Securities, Financial Advisory, Uniform Combined State...
Education
Baylor University 1996 — 1998
BBA, Double Major Economics and Financial Services & Planning
Mclennan Community College 1994 — 1996
Financial Planning and Services
China Spring High School 1990 — 1994
Honors
VALIC August 2014 - Present
HD Vest March 2012 - June 2014
NFP Securities August 2007 - January 2010
NFP Securities August 2003 - August 2007
Aflac October 2002 - August 2003
1st University Credit Union March 2001 - October 2002
Nine West July 1998 - October 2000
Scottrade October 1999 - April 2000
Skills
Series 7, Series 63, Life & Health Insurance..., Investment Advisory, Management, Investments, Life Insurance, Equities, Mutual Funds, Wealth Management, Financial Services, Finance, Fixed Income, Alternative Investments, Leadership, FINRA, Retirement, Asset Allocation, Analysis, Bonds, Insurance, Retirement Planning, ETFs, Series 24, Securities, Financial Advisory, Uniform Combined State...
Education
Baylor University 1996 — 1998
BBA, Double Major Economics and Financial Services & Planning
Mclennan Community College 1994 — 1996
Financial Planning and Services
China Spring High School 1990 — 1994
Honors
Stephanie Homer's VALIC Experience July 2006 - November 2011
Job Director, Client Services at Marketing Evolution
Industry Market Research
Experience
Marketing Evolution August 2014 - Present
Marketing Evolution February 2013 - August 2014
Marketing Evolution November 2011 - February 2013
VALIC July 2006 - November 2011
California State University, Sacramento January 2005 - June 2006
Skills
Market Research, Analysis, Problem Solving, Research, Public Speaking, Customer Service, Microsoft Office, Financial Analysis, Budgets, Leadership, Finance, Strategic Planning, Business Planning, Forecasting, Business Development, Analytics, Management
Education
California State University-Sacramento 2010 — 2011
MBA
California State University-Sacramento 2004 — 2006
Business Administration, Finance
Marketing Evolution August 2014 - Present
Marketing Evolution February 2013 - August 2014
Marketing Evolution November 2011 - February 2013
VALIC July 2006 - November 2011
California State University, Sacramento January 2005 - June 2006
Skills
Market Research, Analysis, Problem Solving, Research, Public Speaking, Customer Service, Microsoft Office, Financial Analysis, Budgets, Leadership, Finance, Strategic Planning, Business Planning, Forecasting, Business Development, Analytics, Management
Education
California State University-Sacramento 2010 — 2011
MBA
California State University-Sacramento 2004 — 2006
Business Administration, Finance
Christine Drusch, CFA's VALIC Experience 1987 - 1991
Job Founder and President of Heikkinen Energy Advisors and CDH Securities, LLC
Industry Financial Services
Experience
Heikkinen Energy Advisors, LLC December 2012 - Present
CDH Securities, LLC December 2012 - Present
Pickering Energy Partners October 2003 - May 2010
Morgan Stanley Asset Management July 1991 - October 2003
VALIC 1987 - 1991
Skills
Securities, Mutual Funds, Financial Modeling, Hedge Funds, Valuation, Equities, Investment Banking, Private Equity, Investments, Corporate Finance, Due Diligence, Mergers & Acquisitions, Portfolio Management, Asset Management, Financial Analysis, Asset Managment
Education
Lehigh University - College of Business and Economics 1983 — 1984
Bachelor of Science (BS), Accounting and Finance
Adelphi University 1980 — 1982
Accounting
Heikkinen Energy Advisors, LLC December 2012 - Present
CDH Securities, LLC December 2012 - Present
Pickering Energy Partners October 2003 - May 2010
Morgan Stanley Asset Management July 1991 - October 2003
VALIC 1987 - 1991
Skills
Securities, Mutual Funds, Financial Modeling, Hedge Funds, Valuation, Equities, Investment Banking, Private Equity, Investments, Corporate Finance, Due Diligence, Mergers & Acquisitions, Portfolio Management, Asset Management, Financial Analysis, Asset Managment
Education
Lehigh University - College of Business and Economics 1983 — 1984
Bachelor of Science (BS), Accounting and Finance
Adelphi University 1980 — 1982
Accounting
Erin Gowan's VALIC Experience February 2006 - October 2006
Job Compensation & Benefits Specialist at Sasol North America
Industry Chemicals
Experience
Stay at home mom December 2012 - Present
Sasol North America July 2010 - December 2012
Sasol North America, Inc January 2009 - July 2010
AIG Retirement July 2008 - December 2008
AIG Retirement Services October 2006 - July 2008
VALIC February 2006 - October 2006
Resulté Universal August 2005 - February 2006
Skills
Deferred Compensation
Education
Baylor University 2001 — 2005
Bachelor of Business Administration Degree, Human Resources Management
Stay at home mom December 2012 - Present
Sasol North America July 2010 - December 2012
Sasol North America, Inc January 2009 - July 2010
AIG Retirement July 2008 - December 2008
AIG Retirement Services October 2006 - July 2008
VALIC February 2006 - October 2006
Resulté Universal August 2005 - February 2006
Skills
Deferred Compensation
Education
Baylor University 2001 — 2005
Bachelor of Business Administration Degree, Human Resources Management
Erik Bevill's VALIC Experience September 2010 - January 2014
Job Sales Professional
Industry Financial Services
Experience
VALIC September 2010 - January 2014
Skills
Investments, Retirement Planning, Financial Planning, Insurance, Financial Analysis, Portfolio Management, Financial Services, Mutual Funds, Finance, Wealth Management, Series 63, Asset Allocation, 401k, Investment Advisory, Risk Management, Fixed Annuities, Life Insurance, Investment Strategies, Relationship Management, IRAs
Education
Baylor University - Hankamer School of Business 2006 — 2010
Bachelor of Business Administration, Marketing
VALIC September 2010 - January 2014
Skills
Investments, Retirement Planning, Financial Planning, Insurance, Financial Analysis, Portfolio Management, Financial Services, Mutual Funds, Finance, Wealth Management, Series 63, Asset Allocation, 401k, Investment Advisory, Risk Management, Fixed Annuities, Life Insurance, Investment Strategies, Relationship Management, IRAs
Education
Baylor University - Hankamer School of Business 2006 — 2010
Bachelor of Business Administration, Marketing
Becky Bane's VALIC Experience May 2002 - Present
Job Captial Transfers Processor at VALIC, Avon Representative, President of Raiging Toastmasters
Industry Financial Services
Experience
Avon January 2006 - Present
VALIC May 2002 - Present
Skills
Training, Team Building
Education
Amarillo College
AS, Business Management
Avon January 2006 - Present
VALIC May 2002 - Present
Skills
Training, Team Building
Education
Amarillo College
AS, Business Management
Scott Christian's VALIC Experience May 2009 - November 2011
Job Financial Advisor
Industry Financial Services
Experience
VALIC May 2009 - November 2011
Allstate Investments, LLC, September 2008 - May 2009
Edward Jones Investments May 2005 - April 2008
Charles Schwab 1999 - 2001
Skills
Retirement Planning, Mutual Funds
Education
Arizona State University
BS, Sociology
VALIC May 2009 - November 2011
Allstate Investments, LLC, September 2008 - May 2009
Edward Jones Investments May 2005 - April 2008
Charles Schwab 1999 - 2001
Skills
Retirement Planning, Mutual Funds
Education
Arizona State University
BS, Sociology
Carl Fong's VALIC Experience September 1989 - Present
Job Senior Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC September 1989 - Present
Skills
Wealth Management, Wealth Accumulation, Financial Advisory, Strategic Financial..., Series 65, Investment Strategies, 401k Rollovers, Estate Planning, 401k, Investments, Pensions, Wealth, Financial Planning
Education
California State University-Sacramento 1979 — 1984
Bachelor's degree, Business/Finance
VALIC September 1989 - Present
Skills
Wealth Management, Wealth Accumulation, Financial Advisory, Strategic Financial..., Series 65, Investment Strategies, 401k Rollovers, Estate Planning, 401k, Investments, Pensions, Wealth, Financial Planning
Education
California State University-Sacramento 1979 — 1984
Bachelor's degree, Business/Finance
Will Hornbuckle's VALIC Experience May 2011 - November 2011
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2011 - Present
VALIC May 2011 - November 2011
Education
Baylor University 2004 — 2008
Bachelors, Financial Services and Planning; Real Estate
Merrill Edge November 2011 - Present
VALIC May 2011 - November 2011
Education
Baylor University 2004 — 2008
Bachelors, Financial Services and Planning; Real Estate
Haynes Cindy's VALIC Experience May 1997 - Present
Job Sr. Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC May 1997 - Present
Education
Auburn University 1979 — 1983
BS
VALIC May 1997 - Present
Education
Auburn University 1979 — 1983
BS
Dianne Collins-Lambert's VALIC Experience 1998 - 1999
Job Owner and Designer at TrulyYoursDesigns
Industry Marketing and Advertising
Experience
TrulyYoursDesigns 2001 - Present
Non profit organizations 1998 - Present
VALIC 1998 - 1999
VALIC March 1994 - December 1997
The Holden Group 1990 - 1994
The Holden Group 1987 - 1990
Skills
Sales & Marketing..., Consulting, Marketing Communications, Employee Training, Recruiting, Teaching Adults, Sales Management
Education
Cambridge College
TrulyYoursDesigns 2001 - Present
Non profit organizations 1998 - Present
VALIC 1998 - 1999
VALIC March 1994 - December 1997
The Holden Group 1990 - 1994
The Holden Group 1987 - 1990
Skills
Sales & Marketing..., Consulting, Marketing Communications, Employee Training, Recruiting, Teaching Adults, Sales Management
Education
Cambridge College
Caleb Hufstetler's VALIC Experience February 2015 - Present
Job Financial Planner
Industry Financial Services
Experience
VALIC February 2015 - Present
State of Georgia January 2013 - March 2014
Pauls Oyster Bar January 2006 - October 2012
Pauls Oyster Bar January 2001 - January 2006
Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Windows, QuickBooks, Entrepreneurship, Accounting
Education
Georgia State University 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Georgia State University
BBA, Finance
Berry College
MBA
VALIC February 2015 - Present
State of Georgia January 2013 - March 2014
Pauls Oyster Bar January 2006 - October 2012
Pauls Oyster Bar January 2001 - January 2006
Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Windows, QuickBooks, Entrepreneurship, Accounting
Education
Georgia State University 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Georgia State University
BBA, Finance
Berry College
MBA
Sheila Bendall's VALIC Experience June 1993 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC June 1993 - Present
Compass Bank 1989 - 1993
Skills
Microsoft Office, Negotiation, Team Building, Sales Management, Healthcare, New Business Development, Contract Negotiation
Education
Auburn University
Bachelor's degree, Business/Commerce, General
Vestavia Hills High School
VALIC June 1993 - Present
Compass Bank 1989 - 1993
Skills
Microsoft Office, Negotiation, Team Building, Sales Management, Healthcare, New Business Development, Contract Negotiation
Education
Auburn University
Bachelor's degree, Business/Commerce, General
Vestavia Hills High School
Barbara Bilyeu's VALIC Experience July 2010 - Present
Job Group Relationship Consultant at VALIC
Industry Financial Services
Experience
VALIC July 2010 - Present
Bank of America February 2008 - May 2010
Education
California State University-Sacramento 1997 — 2000
Bachelor's Degree, Interior Design
Sierra College 1993 — 1995
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
VALIC July 2010 - Present
Bank of America February 2008 - May 2010
Education
California State University-Sacramento 1997 — 2000
Bachelor's Degree, Interior Design
Sierra College 1993 — 1995
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
belete alemu's VALIC Experience March 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC March 2014 - Present
J.P. Mogan August 2010 - December 2013
Skills
Financial Advisory, Hold Series 7, hold sirious 63, 65, Holds Series 63,65, Investments, Strategic Financial..., Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Series 63, Retirement, Asset Allocation, Fixed Annuities, Series 7, 401k, Estate Planning, Securities, Wealth Management...
Education
California State University-Los Angeles 1990 — 1993
Bachelor's Degree, Business Administration, Accounting
VALIC March 2014 - Present
J.P. Mogan August 2010 - December 2013
Skills
Financial Advisory, Hold Series 7, hold sirious 63, 65, Holds Series 63,65, Investments, Strategic Financial..., Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Series 63, Retirement, Asset Allocation, Fixed Annuities, Series 7, 401k, Estate Planning, Securities, Wealth Management...
Education
California State University-Los Angeles 1990 — 1993
Bachelor's Degree, Business Administration, Accounting
Melanie Kathan's VALIC Experience April 2003 - November 2009
Job Coaching Operations Associate at Center for Creative Leadership
Industry Professional Training & Coaching
Experience
Center for Creative Leadership November 2011 - August 2013
VALIC April 2003 - November 2009
Merrill Lynch March 1997 - April 2001
Skills
Coaching, Leadership Development, Organizational..., Change Management, Executive Coaching, Management Consulting, Leadership, Team Building, Training, Succession Planning, Organizational..., Strategic Planning, Talent Management, Performance Management, Workshop Facilitation, Personal Development, Management Development, Strategy, Public Speaking, Employee Engagement
Education
Baylor University 1989 — 1993
Bachelor of Business Administration (BBA), Marketing and Real Estate
Center for Creative Leadership November 2011 - August 2013
VALIC April 2003 - November 2009
Merrill Lynch March 1997 - April 2001
Skills
Coaching, Leadership Development, Organizational..., Change Management, Executive Coaching, Management Consulting, Leadership, Team Building, Training, Succession Planning, Organizational..., Strategic Planning, Talent Management, Performance Management, Workshop Facilitation, Personal Development, Management Development, Strategy, Public Speaking, Employee Engagement
Education
Baylor University 1989 — 1993
Bachelor of Business Administration (BBA), Marketing and Real Estate
Linsey Garwood's VALIC Experience March 2013 - September 2015
Job Office Administrator at James River Insurance Company
Industry Insurance
Experience
James River Insurance Company September 2015 - Present
VALIC March 2013 - September 2015
Skills
Microsoft Office, Management, Customer Service, Social Media, Adobe Creative Suite, Graphic Design, Technical Writing, Microsoft Excel, PowerPoint, Public Speaking, Research, Leadership, Strategic Planning, Sales, Marketing, Project Management, Event Planning
Education
Arizona State University 2014 — 2015
Bachelor of Science (BS) Technical Communication, Technical Communication
Scottsdale Community College 2010 — 2013
AAS Web Design and AAS Web Development, Web Design & Web Development
James River Insurance Company September 2015 - Present
VALIC March 2013 - September 2015
Skills
Microsoft Office, Management, Customer Service, Social Media, Adobe Creative Suite, Graphic Design, Technical Writing, Microsoft Excel, PowerPoint, Public Speaking, Research, Leadership, Strategic Planning, Sales, Marketing, Project Management, Event Planning
Education
Arizona State University 2014 — 2015
Bachelor of Science (BS) Technical Communication, Technical Communication
Scottsdale Community College 2010 — 2013
AAS Web Design and AAS Web Development, Web Design & Web Development
Krug Margie's VALIC Experience December 1999 - Present
Job Account Coordinator at VALIC
Industry Financial Services
Experience
VALIC December 1999 - Present
Education
Tomball Community College 1996 — 1997
Computer and Information Sciences and Support Services
Brazosport College 1975 — 1976
Business Administration and Management, General
VALIC December 1999 - Present
Education
Tomball Community College 1996 — 1997
Computer and Information Sciences and Support Services
Brazosport College 1975 — 1976
Business Administration and Management, General
Kayla Isaacs's VALIC Experience March 2007 - Present
Job Processor at VALIC
Industry Financial Services
Experience
VALIC March 2007 - Present
Skills
Teaching, Team Building, Customer Service, Science, Computers, Bookkeeping, Small Business, Financial Transactions, Environmental Awareness, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Technologies, PowerPoint, QuickBooks, Renewable Energy, Windows
Education
Amarillo College 2009 — 2012
Associate in Applied Science, Safety and Enviromental Technology
VALIC March 2007 - Present
Skills
Teaching, Team Building, Customer Service, Science, Computers, Bookkeeping, Small Business, Financial Transactions, Environmental Awareness, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Technologies, PowerPoint, QuickBooks, Renewable Energy, Windows
Education
Amarillo College 2009 — 2012
Associate in Applied Science, Safety and Enviromental Technology
Norma Wilkinson's VALIC Experience August 2010 - February 2013
Job
Industry
Experience
VALIC August 2010 - February 2013
St. Andrews/R3SM August 2008 - December 2009
Enterprise Journal August 2007 - August 2008
Parklane Academy December 2004 - August 2006
DaySpring Cards April 2001 - December 2004
Taylor Homes January 1997 - April 2001
W.T. BOOKS August 1987 - December 1996
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, B2B Marketing, Financial Advisory, Life Insurance, Health Insurance, Annuity Sales, Marketing Communications, Entrepreneurship, Retail Marketing
Education
Belhaven University 2004 — 2004
Post graduate work toward M.A., Teaching, 4.0
Louisiana Tech University 1978 — 1982
Bachelor's degree, Communication, General, 3.5
VALIC August 2010 - February 2013
St. Andrews/R3SM August 2008 - December 2009
Enterprise Journal August 2007 - August 2008
Parklane Academy December 2004 - August 2006
DaySpring Cards April 2001 - December 2004
Taylor Homes January 1997 - April 2001
W.T. BOOKS August 1987 - December 1996
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, B2B Marketing, Financial Advisory, Life Insurance, Health Insurance, Annuity Sales, Marketing Communications, Entrepreneurship, Retail Marketing
Education
Belhaven University 2004 — 2004
Post graduate work toward M.A., Teaching, 4.0
Louisiana Tech University 1978 — 1982
Bachelor's degree, Communication, General, 3.5
Jeffrey Endicott's VALIC Experience April 1999 - September 2005
Job Compliance Analyst at VALIC Financial Advisors, Inc.
Industry Insurance
Experience
VALIC Financial Advisors, Inc. September 2005 - Present
VALIC April 1999 - September 2005
Skills
Customer Service, Research, Professional..., Teaching, LOMA--Associate,..., LOMA--Associate,..., LOMA--Associate,...
Education
Ball State University 1983 — 1991
Bachelor of Science (B.S.), History Teacher Education
VALIC Financial Advisors, Inc. September 2005 - Present
VALIC April 1999 - September 2005
Skills
Customer Service, Research, Professional..., Teaching, LOMA--Associate,..., LOMA--Associate,..., LOMA--Associate,...
Education
Ball State University 1983 — 1991
Bachelor of Science (B.S.), History Teacher Education
Belinda Ingram's VALIC Experience March 2011 - Present
Job Legal Processor
Industry Insurance
Experience
VALIC March 2011 - Present
UnitedHealth Group August 2009 - March 2011
Aflac August 2007 - March 2011
Skills
Legal Research &..., Cross-functional Team..., Customer Service, Legal Compliance, Power of Attorney, Guardianship, Trusts, IRS Levies, State Levies, Child Support Levies, Subpoenas, Bankruptcy, Conservatorships, Workers' Compensation..., Life Insurance, Retirement Account..., Production..., Office Management, Health Insurance, Direct Sales, Streamlining Work..., Team Leadership, Recruiting, Accounts Payable &..., Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Training, Risk Management
Education
Amarillo College 2007 — 2008
Business Administration and Management, General
Amarillo Community College 2006 — 2007
Business Administration and Management, General
VALIC March 2011 - Present
UnitedHealth Group August 2009 - March 2011
Aflac August 2007 - March 2011
Skills
Legal Research &..., Cross-functional Team..., Customer Service, Legal Compliance, Power of Attorney, Guardianship, Trusts, IRS Levies, State Levies, Child Support Levies, Subpoenas, Bankruptcy, Conservatorships, Workers' Compensation..., Life Insurance, Retirement Account..., Production..., Office Management, Health Insurance, Direct Sales, Streamlining Work..., Team Leadership, Recruiting, Accounts Payable &..., Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Training, Risk Management
Education
Amarillo College 2007 — 2008
Business Administration and Management, General
Amarillo Community College 2006 — 2007
Business Administration and Management, General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO