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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Joyce Alsbury Joyce Alsbury's VALIC Experience February 2003 - January 2012
Job Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning January 2012 - Present
VALIC February 2003 - January 2012
Skills
Retirement Planning, Mutual Funds, Uniform Combined State..., Asset Allocation, Estate Planning, Strategic Financial..., Investment Advisory, Retirement, Investment Strategies, Series 7, Fixed Annuities, Investments, Securities, 401k Rollovers, Financial Advisory, Wealth Management, 401k, IRAs
Education
Colorado Technical University
Bachelor of Business Administration (BBA), Finance, General
Northwest Nazarene University
Lincoln Investment Planning January 2012 - Present
VALIC February 2003 - January 2012
Skills
Retirement Planning, Mutual Funds, Uniform Combined State..., Asset Allocation, Estate Planning, Strategic Financial..., Investment Advisory, Retirement, Investment Strategies, Series 7, Fixed Annuities, Investments, Securities, 401k Rollovers, Financial Advisory, Wealth Management, 401k, IRAs
Education
Colorado Technical University
Bachelor of Business Administration (BBA), Finance, General
Northwest Nazarene University
Stewart Gooding Stewart Gooding's VALIC Experience January 2011 - May 2015
Job National Sales Director Automatic Rollover Program at FPS Trust Company, LLC
Industry Financial Services
Experience
FPS Trust Company, LLC May 2015 - Present
VALIC January 2011 - May 2015
M&I Bank 2005 - January 2011
Asset International, PLANSPONSOR Magazine 2000 - 2005
E*TRADE Financial Corporation 1998 - 2000
Skills
401k, Retirement, Mutual Funds, Investments, Qualified Retirement..., Non-profits, Mergers, Mergers & Acquisitions, Series 63, Employee Benefits, Pensions, Nonprofits, Financial Advisory, Defined Benefit, Series 7, Asset Allocation, Retirement Plan..., Investment Advisory, ERISA, Retirement Planning
Education
College for Financial Planning 1995 — 1998
CFP®, Financial Planning and Services
The College of Idaho
BS, Zoology/Vertebrate Zoology
University of Phoenix
MBA, Finance and Financial Management Services
FPS Trust Company, LLC May 2015 - Present
VALIC January 2011 - May 2015
M&I Bank 2005 - January 2011
Asset International, PLANSPONSOR Magazine 2000 - 2005
E*TRADE Financial Corporation 1998 - 2000
Skills
401k, Retirement, Mutual Funds, Investments, Qualified Retirement..., Non-profits, Mergers, Mergers & Acquisitions, Series 63, Employee Benefits, Pensions, Nonprofits, Financial Advisory, Defined Benefit, Series 7, Asset Allocation, Retirement Plan..., Investment Advisory, ERISA, Retirement Planning
Education
College for Financial Planning 1995 — 1998
CFP®, Financial Planning and Services
The College of Idaho
BS, Zoology/Vertebrate Zoology
University of Phoenix
MBA, Finance and Financial Management Services
Allen Thomas Allen Thomas's VALIC Experience July 2010 - Present
Job Regional Vice President at VALIC
Industry Financial Services
Experience
VALIC July 2010 - Present
VALIC January 2008 - July 2010
VALIC 1998 - 2007
Skills
Retirement Planning, 401k, Retirement, Mutual Funds, Fixed Annuities, Series 7, Wealth Management, Series 6, Series 63, Uniform Combined State..., Investments, Investment Advisory, IRAs, Financial Services, Series 65, Asset Allocation, FINRA, Securities, Variable Annuities, Investment Strategies, Life Insurance, Financial Advisory, Strategic Financial..., 401k Rollovers, Estate Planning, Retirement Plan..., Pensions, Long-term Care, Financial Planners, Disability Insurance, Series 24, Wealth Accumulation, Qualified Retirement..., Long Term Care Insurance, Wealth, ETFs, Financial Planning
Education
East Carolina University - College of Business 1982 — 1986
BSBA, Marketing
VALIC July 2010 - Present
VALIC January 2008 - July 2010
VALIC 1998 - 2007
Skills
Retirement Planning, 401k, Retirement, Mutual Funds, Fixed Annuities, Series 7, Wealth Management, Series 6, Series 63, Uniform Combined State..., Investments, Investment Advisory, IRAs, Financial Services, Series 65, Asset Allocation, FINRA, Securities, Variable Annuities, Investment Strategies, Life Insurance, Financial Advisory, Strategic Financial..., 401k Rollovers, Estate Planning, Retirement Plan..., Pensions, Long-term Care, Financial Planners, Disability Insurance, Series 24, Wealth Accumulation, Qualified Retirement..., Long Term Care Insurance, Wealth, ETFs, Financial Planning
Education
East Carolina University - College of Business 1982 — 1986
BSBA, Marketing
Jerimiah Gildea Jerimiah Gildea's VALIC Experience August 2015 - Present
Job Retirement Specialist at Valic
Industry Financial Services
Experience
VALIC August 2015 - Present
Audi Central Houston December 2014 - August 2015
Southwest Infiniti October 2011 - August 2014
West Houston Infiniti September 2009 - June 2011
Triton Diving Services March 2007 - January 2010
Video Only June 2005 - March 2007
Bed Bath and Beyond December 2004 - June 2005
Circuit City June 2001 - December 2004
Skills
Team Building, Retail, Sales, Customer Retention, Training, Merchandising, Management, New Business Development, Microsoft Office, Customer Service, Profit, E-commerce, Time Management, Inventory Control, Marketing Strategy, Sales Operations, Marketing, Sales Process, Selling, Operations Management, Coaching, Customer Satisfaction, Direct Sales, Automotive, Vehicles, Sales Management, Negotiation, Budgets, Account Management
Education
Divers Institute of Technology 2006 — 2007
Vocational Certification, Commercial Diving
VALIC August 2015 - Present
Audi Central Houston December 2014 - August 2015
Southwest Infiniti October 2011 - August 2014
West Houston Infiniti September 2009 - June 2011
Triton Diving Services March 2007 - January 2010
Video Only June 2005 - March 2007
Bed Bath and Beyond December 2004 - June 2005
Circuit City June 2001 - December 2004
Skills
Team Building, Retail, Sales, Customer Retention, Training, Merchandising, Management, New Business Development, Microsoft Office, Customer Service, Profit, E-commerce, Time Management, Inventory Control, Marketing Strategy, Sales Operations, Marketing, Sales Process, Selling, Operations Management, Coaching, Customer Satisfaction, Direct Sales, Automotive, Vehicles, Sales Management, Negotiation, Budgets, Account Management
Education
Divers Institute of Technology 2006 — 2007
Vocational Certification, Commercial Diving
Jacob Eunice Jacob Eunice's VALIC Experience December 2013 - March 2015
Job Financial Center Specialist at USAA
Industry Banking
Experience
USAA March 2015 - Present
VALIC December 2013 - March 2015
Sam's Club September 2012 - January 2014
Pro Sports MVP January 2013 - May 2013
Rotaract of Pueblo 2012 - 2013
HoneyBaked Ham September 2012 - December 2012
Colorado State University-Pueblo 2008 - 2012
Skills
Time Management, Marketing, Customer Service, Recruiting, Sales, Sports, Finance, Research, Cold Calling, Accounting, Social Networking, Leadership, Management, Training, Event Planning, PowerPoint, Social Media, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Teamwork, Retirement Planning
Education
Colorado State University-Pueblo 2008 — 2012
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
USAA March 2015 - Present
VALIC December 2013 - March 2015
Sam's Club September 2012 - January 2014
Pro Sports MVP January 2013 - May 2013
Rotaract of Pueblo 2012 - 2013
HoneyBaked Ham September 2012 - December 2012
Colorado State University-Pueblo 2008 - 2012
Skills
Time Management, Marketing, Customer Service, Recruiting, Sales, Sports, Finance, Research, Cold Calling, Accounting, Social Networking, Leadership, Management, Training, Event Planning, PowerPoint, Social Media, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Teamwork, Retirement Planning
Education
Colorado State University-Pueblo 2008 — 2012
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Alisa Rivera Alisa Rivera's VALIC Experience 2010 - October 2011
Job Area Business Manager at Afforda Tax Prep. L.C. ARock Affiliate Owner
Industry Financial Services
Experience
Afforda Tax Prep. L.C. ARock Affiliate Owner December 2014 - Present
Snellville January 2010 - Present
VALIC 2010 - October 2011
Skills
Tax Preparation, Sales, Customer Service, Community Outreach, Microsoft Office, Data Entry, New Business Development, Marketing Research, Leadership, Analysis, Training
Education
D'Youville College 2004 — 2006
Master's degree, International Business
State University of New York Empire State College 2000 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Afforda Tax Prep. L.C. ARock Affiliate Owner December 2014 - Present
Snellville January 2010 - Present
VALIC 2010 - October 2011
Skills
Tax Preparation, Sales, Customer Service, Community Outreach, Microsoft Office, Data Entry, New Business Development, Marketing Research, Leadership, Analysis, Training
Education
D'Youville College 2004 — 2006
Master's degree, International Business
State University of New York Empire State College 2000 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Jill Shirley Jill Shirley's VALIC Experience July 2001 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2001 - Present
Randstad May 1995 - June 2001
Education
Covenant College
Bachelor of Science (B.S.), Business Administration and Management, General
Dalton State College
Associate's degree, Business Administration and Management, General
VALIC July 2001 - Present
Randstad May 1995 - June 2001
Education
Covenant College
Bachelor of Science (B.S.), Business Administration and Management, General
Dalton State College
Associate's degree, Business Administration and Management, General
Christina Charbonneau, MBA Christina Charbonneau, MBA's VALIC Experience July 2007 - August 2010
Job Senior District Manager, AIG VALIC Financial Advisors
Industry Financial Services
Experience
AIG Life & Retirement - VALIC August 2010 - Present
VALIC July 2007 - August 2010
Lincoln Financial Group May 1996 - July 2007
VALIC June 1997 - May 1999
Great-West April 1996 - June 1997
Mackenzie Ivy Funds 1993 - 1996
Education
Florida Atlantic University 1993 — 1996
MBA, Business Administration
Florida International University - College of Business Administration 1988 — 1991
BBA, Management
AIG Life & Retirement - VALIC August 2010 - Present
VALIC July 2007 - August 2010
Lincoln Financial Group May 1996 - July 2007
VALIC June 1997 - May 1999
Great-West April 1996 - June 1997
Mackenzie Ivy Funds 1993 - 1996
Education
Florida Atlantic University 1993 — 1996
MBA, Business Administration
Florida International University - College of Business Administration 1988 — 1991
BBA, Management
Nate Lear Nate Lear's VALIC Experience December 1995 - February 1996
Job Software Engineer for Legal Files
Industry Information Technology and Services
Experience
Legal Files Software, Inc. June 2015 - Present
UnitedHealth Group December 2013 - June 2015
OptumInsight November 2011 - December 2013
DISYS November 2011 - May 2012
Verizon Business December 2001 - November 2011
Verizon Business December 2001 - November 2011
MCI WorldCom Rates and Reference Systems February 1996 - December 2001
VALIC December 1995 - February 1996
USAble Systems June 1994 - December 1995
Arizona Department of Transportation April 1992 - June 1994
Skills
XML, SOA, Web Services, Software Development, HL7, DB2, Java, JavaScript, XSLT, JBoss Application Server, Databases, SQL, SOAP, HTML, Eclipse, JSP, Websphere, Subversion, Transaction Processing, Web Applications, Integration, Java Enterprise Edition, CSS, WebSphere Application..., SSL\TLS, JDBC, J2EE, DHTML, Application Development, Servlets, MVC, Software Design, Application Architecture, Requirements Analysis, User Interface Design, Programming, Tomcat, JUnit, Hibernate, Web Development, Maven, Oracle Database, X12, 837P, 837I, ICD-9, ICD-10, Agile Methodologies, Software Documentation, SDLC
Education
Colorado Technical University 1996 — 1996
DeVry Institute of Technology 1988 — 1992
Bachelor of Science Degree, Computer Information Systems
DeVry University Phoenix 1988 — 1992
Bechelor of Science, Computer Information Systems
Legal Files Software, Inc. June 2015 - Present
UnitedHealth Group December 2013 - June 2015
OptumInsight November 2011 - December 2013
DISYS November 2011 - May 2012
Verizon Business December 2001 - November 2011
Verizon Business December 2001 - November 2011
MCI WorldCom Rates and Reference Systems February 1996 - December 2001
VALIC December 1995 - February 1996
USAble Systems June 1994 - December 1995
Arizona Department of Transportation April 1992 - June 1994
Skills
XML, SOA, Web Services, Software Development, HL7, DB2, Java, JavaScript, XSLT, JBoss Application Server, Databases, SQL, SOAP, HTML, Eclipse, JSP, Websphere, Subversion, Transaction Processing, Web Applications, Integration, Java Enterprise Edition, CSS, WebSphere Application..., SSL\TLS, JDBC, J2EE, DHTML, Application Development, Servlets, MVC, Software Design, Application Architecture, Requirements Analysis, User Interface Design, Programming, Tomcat, JUnit, Hibernate, Web Development, Maven, Oracle Database, X12, 837P, 837I, ICD-9, ICD-10, Agile Methodologies, Software Documentation, SDLC
Education
Colorado Technical University 1996 — 1996
DeVry Institute of Technology 1988 — 1992
Bachelor of Science Degree, Computer Information Systems
DeVry University Phoenix 1988 — 1992
Bechelor of Science, Computer Information Systems
Justin Verm Justin Verm's VALIC Experience November 2011 - Present
Job Business Analyst at VALIC
Industry Financial Services
Experience
VALIC November 2011 - Present
River Technical Consulting July 2010 - November 2011
VALIC July 2006 - June 2010
Verizon Wireless April 2005 - July 2006
Skills
Project Management, Training, Software Documentation, Strategy, Microsoft Office, Program Management, Business Analysis, Public Speaking, Management, Strategic Planning
Education
Davidson College 1992 — 1996
BA, Psychology
Davidson College
VALIC November 2011 - Present
River Technical Consulting July 2010 - November 2011
VALIC July 2006 - June 2010
Verizon Wireless April 2005 - July 2006
Skills
Project Management, Training, Software Documentation, Strategy, Microsoft Office, Program Management, Business Analysis, Public Speaking, Management, Strategic Planning
Education
Davidson College 1992 — 1996
BA, Psychology
Davidson College
Josh Weygandt Josh Weygandt's VALIC Experience May 2014 - Present
Job Financial Advisor at VALIC
Industry Insurance
Experience
VALIC May 2014 - Present
Transamerica Financial Advisors, Inc. October 2013 - May 2014
Mojave Air November 2011 - June 2013
American United Life August 2006 - August 2012
BCS Mechanical May 2011 - November 2011
Trinity Lutheran Church June 2006 - June 2011
Digital Workshop September 2003 - June 2006
Skills
Strategic Financial..., Retirement Planning, Investment Advisory, Life Insurance, Licensed Life & Health..., Investments, Series 6, Series 63, Series 65, Securities, Sales, Marketing, Social Media Marketing, Insurance, New Business Development, Customer Service, Social Media, Management, Retirement, Editing, Marketing Strategy, Digital Marketing, Financial Planning
Education
UC Santa Barbara 1998 — 2000
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Cerro Coso Community College 1996 — 1998
Associate of Arts (AA), General Studies
VALIC May 2014 - Present
Transamerica Financial Advisors, Inc. October 2013 - May 2014
Mojave Air November 2011 - June 2013
American United Life August 2006 - August 2012
BCS Mechanical May 2011 - November 2011
Trinity Lutheran Church June 2006 - June 2011
Digital Workshop September 2003 - June 2006
Skills
Strategic Financial..., Retirement Planning, Investment Advisory, Life Insurance, Licensed Life & Health..., Investments, Series 6, Series 63, Series 65, Securities, Sales, Marketing, Social Media Marketing, Insurance, New Business Development, Customer Service, Social Media, Management, Retirement, Editing, Marketing Strategy, Digital Marketing, Financial Planning
Education
UC Santa Barbara 1998 — 2000
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Cerro Coso Community College 1996 — 1998
Associate of Arts (AA), General Studies
Bart Butler Bart Butler's VALIC Experience 1999 - Present
Job Financial Planning Advisor, Certified Financial Planner (CFP), Certified Public Accountant (CPA)
Industry Financial Services
Experience
VALIC 1999 - Present
Arthur Andersen LLP 1996 - 1999
Skills
Financial Planning, Retirement Planning, Life Insurance, Long Term Care Insurance, Mutual Funds, Variable Annuities, Estate Planning, Estate Tax Planning, Inheritance Tax Planning, Fixed Annuities, Asset Allocation, Personal Financial...
Education
Cedarville University 1993 — 1996
Bachelor's Degree, Accounting and Finance (double major), Summa Cum Laude
Cedarville University 1993 — 1996
VALIC 1999 - Present
Arthur Andersen LLP 1996 - 1999
Skills
Financial Planning, Retirement Planning, Life Insurance, Long Term Care Insurance, Mutual Funds, Variable Annuities, Estate Planning, Estate Tax Planning, Inheritance Tax Planning, Fixed Annuities, Asset Allocation, Personal Financial...
Education
Cedarville University 1993 — 1996
Bachelor's Degree, Accounting and Finance (double major), Summa Cum Laude
Cedarville University 1993 — 1996
Dan Burner Dan Burner's VALIC Experience 1994 - 2002
Job Rector at St. Mark's Episcopal Church
Industry Religious Institutions
Experience
St. Mark's Episcopal Church June 2015 - Present
All Saints Episcopal Church December 2013 - Present
All Saints Company August 2010 - June 2014
Church Divinity School of the Pacific June 2010 - March 2011
The Hartford November 2005 - December 2007
Protective Life May 2002 - October 2005
VALIC 1994 - 2002
Skills
Program Development, Nonprofits, Community Outreach, Fundraising, Volunteer Management, Non-profit..., Public Speaking, Religion, Preaching, Theology, Pastoral Care, Leadership Development, Editing, Event Planning, Pastoral Counseling, Teaching, Management
Education
Church Divinity School of the Pacific 2008 — 2010
Master of Divinity (MDiv), Religion/Religious Studies
Houston Baptist University 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Northern Arizona University 1967 — 1971
Bachelor's degree, Social Sciences
St. Mark's Episcopal Church June 2015 - Present
All Saints Episcopal Church December 2013 - Present
All Saints Company August 2010 - June 2014
Church Divinity School of the Pacific June 2010 - March 2011
The Hartford November 2005 - December 2007
Protective Life May 2002 - October 2005
VALIC 1994 - 2002
Skills
Program Development, Nonprofits, Community Outreach, Fundraising, Volunteer Management, Non-profit..., Public Speaking, Religion, Preaching, Theology, Pastoral Care, Leadership Development, Editing, Event Planning, Pastoral Counseling, Teaching, Management
Education
Church Divinity School of the Pacific 2008 — 2010
Master of Divinity (MDiv), Religion/Religious Studies
Houston Baptist University 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Northern Arizona University 1967 — 1971
Bachelor's degree, Social Sciences
Clint Ward,MSCM,CRPC,CRPS Clint Ward,MSCM,CRPC,CRPS's VALIC Experience August 2002 - February 2006
Job Agency Owner Patriot Group LLC Allstate Insurance
Industry Insurance
Experience
Allstate June 2013 - Present
Lincoln Financial Group March 2007 - June 2013
VALIC August 2002 - February 2006
United States Army February 1993 - August 1999
Skills
Life Insurance, Insurance, Property, Sales, Term Life Insurance, Fixed Annuities, Commercial Insurance, Health Insurance, Disability Insurance, Customer Service, General Insurance, Investments, Retirement Planning, Retirement, Series 63, Mutual Funds, Financial Services, 401k, Employee Benefits, Financial Planning, IRAs, Series 7
Education
Kennesaw State University 2001 — 2002
Master's Degree, Conflict Management
Clark Atlanta University 1998 — 2000
Bachelor of Arts (BA), Criminal Justice/Police Science
Allstate June 2013 - Present
Lincoln Financial Group March 2007 - June 2013
VALIC August 2002 - February 2006
United States Army February 1993 - August 1999
Skills
Life Insurance, Insurance, Property, Sales, Term Life Insurance, Fixed Annuities, Commercial Insurance, Health Insurance, Disability Insurance, Customer Service, General Insurance, Investments, Retirement Planning, Retirement, Series 63, Mutual Funds, Financial Services, 401k, Employee Benefits, Financial Planning, IRAs, Series 7
Education
Kennesaw State University 2001 — 2002
Master's Degree, Conflict Management
Clark Atlanta University 1998 — 2000
Bachelor of Arts (BA), Criminal Justice/Police Science
Jordan Bullock Jordan Bullock's VALIC Experience May 2013 - June 2014
Job Associate at Baxter Stinson Polk
Industry Capital Markets
Experience
Baxter Stinson Polk June 2014 - Present
VALIC May 2013 - June 2014
GiveBack October 2012 - May 2013
The National Student Leadership Forum November 2011 - May 2013
The International Foundation February 2011 - February 2013
Ketchum March 2011 - November 2012
College of Charleston January 2012 - May 2012
Charleston Regional Alliance for the Arts April 2011 - September 2011
Kansas State Treasurer's Office September 2009 - March 2010
Education
College of Charleston 2007 — 2012
Bachelor of Arts (B.A.), Communication Studies
The Portfolio Center 2007 — 2008
Photography
The Lovett School 1996 — 2004
Baxter Stinson Polk June 2014 - Present
VALIC May 2013 - June 2014
GiveBack October 2012 - May 2013
The National Student Leadership Forum November 2011 - May 2013
The International Foundation February 2011 - February 2013
Ketchum March 2011 - November 2012
College of Charleston January 2012 - May 2012
Charleston Regional Alliance for the Arts April 2011 - September 2011
Kansas State Treasurer's Office September 2009 - March 2010
Education
College of Charleston 2007 — 2012
Bachelor of Arts (B.A.), Communication Studies
The Portfolio Center 2007 — 2008
Photography
The Lovett School 1996 — 2004
Kenneth Kemp, CRPC Kenneth Kemp, CRPC's VALIC Experience March 2007 - Present
Job Investment Advisor Representative at VALIC
Industry Financial Services
Experience
VALIC March 2007 - Present
Skills
Strategic Financial..., Investments, Financial Services, Fixed Annuities, Retirement Planning, Asset Management, Insurance, Series 6, Management, Sales, Retirement, Mutual Funds, Wealth Management, Investment Advisory, IRAs, Financial Planning
Education
College for Financial Planning 2014 — 2015
Chartered Retirement Planning Counselor, CRPC
Rice University 2007 — 2009
CFP Graduate Certificate Program, Financial Planning
State University of New York College at Brockport 1995 — 1999
Bachelor of Science (BS), Sociology, Cum Laude
VALIC March 2007 - Present
Skills
Strategic Financial..., Investments, Financial Services, Fixed Annuities, Retirement Planning, Asset Management, Insurance, Series 6, Management, Sales, Retirement, Mutual Funds, Wealth Management, Investment Advisory, IRAs, Financial Planning
Education
College for Financial Planning 2014 — 2015
Chartered Retirement Planning Counselor, CRPC
Rice University 2007 — 2009
CFP Graduate Certificate Program, Financial Planning
State University of New York College at Brockport 1995 — 1999
Bachelor of Science (BS), Sociology, Cum Laude
Janet Buley Janet Buley's VALIC Experience November 2001 - March 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2013 - Present
BNI 2013 - 2015
VALIC November 2001 - March 2013
Skills
Retirement Planning, Investments, Retirement, Wealth Management, Fixed Annuities, Financial Services, 401k, Mutual Funds, Asset Allocation, IRAs, Estate Planning..., Financial Advisory, Variable Annuities
Education
Flagler College 1989 — 1991
BA, Mass Communications, Public Relations/Advertising
Venice High School 1983 — 1987
Wells Fargo Advisors, LLC April 2013 - Present
BNI 2013 - 2015
VALIC November 2001 - March 2013
Skills
Retirement Planning, Investments, Retirement, Wealth Management, Fixed Annuities, Financial Services, 401k, Mutual Funds, Asset Allocation, IRAs, Estate Planning..., Financial Advisory, Variable Annuities
Education
Flagler College 1989 — 1991
BA, Mass Communications, Public Relations/Advertising
Venice High School 1983 — 1987
Jasmine Bauer's VALIC Experience December 2013 - August 2014
Job Financial Advisor | Investment Advisor Representative
Industry Executive Office
Experience
Union Bank August 2014 - Present
VALIC December 2013 - August 2014
Union Bank October 2012 - November 2013
On Assignment May 2011 - October 2012
Robert Half International - Client: Access Information Management July 2010 - February 2011
Avon May 2007 - January 2009
Jasmine Alicea May 2007 - January 2009
Urban Chrysler Jeep and Dodge February 2007 - May 2007
Superior Auto of San Gabriel Valley October 2006 - February 2007
Vortex Industries, Inc. June 2002 - July 2006
Education
DeVry University 2002 — 2005
Business Information Systems and Administration
Union Bank August 2014 - Present
VALIC December 2013 - August 2014
Union Bank October 2012 - November 2013
On Assignment May 2011 - October 2012
Robert Half International - Client: Access Information Management July 2010 - February 2011
Avon May 2007 - January 2009
Jasmine Alicea May 2007 - January 2009
Urban Chrysler Jeep and Dodge February 2007 - May 2007
Superior Auto of San Gabriel Valley October 2006 - February 2007
Vortex Industries, Inc. June 2002 - July 2006
Education
DeVry University 2002 — 2005
Business Information Systems and Administration
Kim R. Block, CFP® Kim R. Block, CFP®'s VALIC Experience October 2012 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
VALIC October 2012 - Present
Mercury Payment Systems 2012 - 2012
Teledraft, Inc December 2008 - October 2011
AmTrust Bank December 2007 - December 2008
Menu-Reader, Inc October 2005 - December 2007
Block Financial, Inc December 1992 - October 2005
Skills
Due Diligence, Asset Protection, Comprehensive Financial..., Employee Benefits, Retirement Planning, Tax Strategies, Estate Planning, Wealth Management, Strategic Financial..., Portfolio Management, Tax, Risk Management, Financial Goals, Investments, Series 7, Finance, Credit, Wealth, Securities, Insurance, Financial Planning
Education
College for Financial Planning
Nebraska Wesleyan University
VALIC October 2012 - Present
Mercury Payment Systems 2012 - 2012
Teledraft, Inc December 2008 - October 2011
AmTrust Bank December 2007 - December 2008
Menu-Reader, Inc October 2005 - December 2007
Block Financial, Inc December 1992 - October 2005
Skills
Due Diligence, Asset Protection, Comprehensive Financial..., Employee Benefits, Retirement Planning, Tax Strategies, Estate Planning, Wealth Management, Strategic Financial..., Portfolio Management, Tax, Risk Management, Financial Goals, Investments, Series 7, Finance, Credit, Wealth, Securities, Insurance, Financial Planning
Education
College for Financial Planning
Nebraska Wesleyan University
Eric Ebanks, CRPC®, MBA Eric Ebanks, CRPC®, MBA's VALIC Experience August 2009 - March 2011
Job Business Analytics | Financial Modeling
Industry Medical Devices
Experience
Liberator Medical May 2015 - Present
Oasis Outsourcing May 2013 - October 2014
Wells Fargo Advisors January 2012 - October 2012
VALIC August 2009 - March 2011
Merrill Lynch January 2007 - May 2009
Skills
Mutual Funds, Wealth Management, Investments, Retirement, Retirement Planning, Investment Strategies, Portfolio Management, Life Insurance, Variable Annuities, Employee Benefits, Public Speaking, Customer Service, Microsoft Excel, PowerPoint, Statistics, Differential Equations, Calculus, Business Analysis, Management, Payroll, HRIS, Financial Services, Financial Analysis, C++, Matlab, Banking, Call Centers, Financial Modeling
Education
Jacksonville University 2008 — 2009
MASTERS, BUSINESS ADMINISTRATION
University of Florida 2001 — 2006
BACHELOR OF SCIENCE, ECONOMICS
Suncoast High School 1997 — 2001
Duke University 1996 — 1997
Talent Identification Program
2015 Level 1 Candidate in the CFA Program
Liberator Medical May 2015 - Present
Oasis Outsourcing May 2013 - October 2014
Wells Fargo Advisors January 2012 - October 2012
VALIC August 2009 - March 2011
Merrill Lynch January 2007 - May 2009
Skills
Mutual Funds, Wealth Management, Investments, Retirement, Retirement Planning, Investment Strategies, Portfolio Management, Life Insurance, Variable Annuities, Employee Benefits, Public Speaking, Customer Service, Microsoft Excel, PowerPoint, Statistics, Differential Equations, Calculus, Business Analysis, Management, Payroll, HRIS, Financial Services, Financial Analysis, C++, Matlab, Banking, Call Centers, Financial Modeling
Education
Jacksonville University 2008 — 2009
MASTERS, BUSINESS ADMINISTRATION
University of Florida 2001 — 2006
BACHELOR OF SCIENCE, ECONOMICS
Suncoast High School 1997 — 2001
Duke University 1996 — 1997
Talent Identification Program
2015 Level 1 Candidate in the CFA Program
Marlin Breard Marlin Breard's VALIC Experience December 2013 - Present
Job Financial Planner at VALIC
Industry Insurance
Experience
VALIC December 2013 - Present
Breard Financial Group December 2012 - Present
Independent Insurance Agent September 2009 - Present
Medtech February 2010 - March 2011
Ayers Career College October 2001 - June 2009
Diesel Driving Academy Inc. October 2001 - June 2009
Covenant Transport August 1992 - July 2000
Skills
Career Counseling, Insurance, Public Speaking, Enrollment Management, Admissions, Resume Writing, Operations Management, Customer Service, Sales, Event Planning, Negotiation, CampusVue, Training, Team Building, Recruiting, Coaching, Adult Education, Staff Development, Leadership Development, Leadership, Microsoft Office, Higher Education
Education
Covenant College 1995 — 1998
BS, Management, 3.88
The American College 2012 — 2013
Retirement Income Certified Professional ®
VALIC December 2013 - Present
Breard Financial Group December 2012 - Present
Independent Insurance Agent September 2009 - Present
Medtech February 2010 - March 2011
Ayers Career College October 2001 - June 2009
Diesel Driving Academy Inc. October 2001 - June 2009
Covenant Transport August 1992 - July 2000
Skills
Career Counseling, Insurance, Public Speaking, Enrollment Management, Admissions, Resume Writing, Operations Management, Customer Service, Sales, Event Planning, Negotiation, CampusVue, Training, Team Building, Recruiting, Coaching, Adult Education, Staff Development, Leadership Development, Leadership, Microsoft Office, Higher Education
Education
Covenant College 1995 — 1998
BS, Management, 3.88
The American College 2012 — 2013
Retirement Income Certified Professional ®
Christopher Lex Christopher Lex's VALIC Experience April 2012 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC April 2012 - Present
J.P. Morgan June 2011 - April 2012
Susquehanna International Group September 2009 - May 2011
Public Financial Management September 2008 - March 2009
Penn Capital Management September 2007 - March 2008
Education
Drexel University 2006 — 2011
Bachelor's degree, Accounting and Finance
VALIC April 2012 - Present
J.P. Morgan June 2011 - April 2012
Susquehanna International Group September 2009 - May 2011
Public Financial Management September 2008 - March 2009
Penn Capital Management September 2007 - March 2008
Education
Drexel University 2006 — 2011
Bachelor's degree, Accounting and Finance
Maria Coe Maria Coe's VALIC Experience October 2014 - Present
Job
Industry Financial Services
Experience
VALIC October 2014 - Present
VALIC 2011 - October 2014
Keel Point Advisors 2008 - 2010
Skills
Fundraising, Public Speaking, Strategic Planning, Investments, Customer Service, Microsoft Office, Wealth Management, Mutual Funds, Leadership, PowerPoint, Event Planning, Nonprofits, Microsoft Excel, Marketing, Business Development, Management, Social Media
Education
College of Charleston 2004 — 2008
History
VALIC October 2014 - Present
VALIC 2011 - October 2014
Keel Point Advisors 2008 - 2010
Skills
Fundraising, Public Speaking, Strategic Planning, Investments, Customer Service, Microsoft Office, Wealth Management, Mutual Funds, Leadership, PowerPoint, Event Planning, Nonprofits, Microsoft Excel, Marketing, Business Development, Management, Social Media
Education
College of Charleston 2004 — 2008
History
Burke Downer's VALIC Experience June 2012 - July 2013
Job Financial and Operational Services
Industry Financial Services
Experience
Schneider National June 2015 - Present
Schneider National November 2014 - June 2015
Schneider National July 2014 - November 2014
COUNTRY Financial® August 2013 - March 2014
VALIC June 2012 - July 2013
VALIC January 2010 - June 2012
Schwan's Consumer Brands April 2008 - May 2009
Skills
Retirement, Strategic Financial..., Retirement Planning, Financial Advisory, Insurance, Disability Insurance, Estate Planning, Finance, Financial Planning, Fixed Annuities, Life Insurance, Mutual Funds, Series 63, Management, Sales, Leadership, Financial Services, Investments
Education
Penn State University 2014 — 2017
Bachelor's Degree, Organizational Leadership
Central Connecticut State University 2004 — 2006
Political Science
Schneider National June 2015 - Present
Schneider National November 2014 - June 2015
Schneider National July 2014 - November 2014
COUNTRY Financial® August 2013 - March 2014
VALIC June 2012 - July 2013
VALIC January 2010 - June 2012
Schwan's Consumer Brands April 2008 - May 2009
Skills
Retirement, Strategic Financial..., Retirement Planning, Financial Advisory, Insurance, Disability Insurance, Estate Planning, Finance, Financial Planning, Fixed Annuities, Life Insurance, Mutual Funds, Series 63, Management, Sales, Leadership, Financial Services, Investments
Education
Penn State University 2014 — 2017
Bachelor's Degree, Organizational Leadership
Central Connecticut State University 2004 — 2006
Political Science
Peggy Antunes Peggy Antunes's VALIC Experience March 2003 - Present
Job Marketing Analyst at VALIC
Industry Financial Services
Experience
VALIC March 2003 - Present
Time Warner Cable Adcast February 1996 - May 2001
PC Everything September 1991 - February 1995
Skills
Series 6, Microsoft Office, Project Coordination, Project Planning, Project Delivery, Technical Training, Training & Development, Trade Shows, Teaching, Telecommunications, Team Management, Team Leadership, Business Analysis, Data Analysis, Policy Analysis, Systems Analysis, Real Estate, Customer Relations, Customer Service, Customer Satisfaction, Customer Retention, Photoshop, HTML, Software Training, Online Training, Time Management, Process Improvement, Change Management, Access, PowerPoint, Excel, Word, MS Office Suite, Media Communications, Lotus Notes, Outlook, Problem Solving, Microsoft Excel, Project Management, Marketing, Employee Training, Sales, Budgets
Education
Dowling College 1987 — 1990
BS, Professional & Liberal Studies
Farmingdale State University of New York 1981 — 1983
A.A.S., Data Processing
VALIC March 2003 - Present
Time Warner Cable Adcast February 1996 - May 2001
PC Everything September 1991 - February 1995
Skills
Series 6, Microsoft Office, Project Coordination, Project Planning, Project Delivery, Technical Training, Training & Development, Trade Shows, Teaching, Telecommunications, Team Management, Team Leadership, Business Analysis, Data Analysis, Policy Analysis, Systems Analysis, Real Estate, Customer Relations, Customer Service, Customer Satisfaction, Customer Retention, Photoshop, HTML, Software Training, Online Training, Time Management, Process Improvement, Change Management, Access, PowerPoint, Excel, Word, MS Office Suite, Media Communications, Lotus Notes, Outlook, Problem Solving, Microsoft Excel, Project Management, Marketing, Employee Training, Sales, Budgets
Education
Dowling College 1987 — 1990
BS, Professional & Liberal Studies
Farmingdale State University of New York 1981 — 1983
A.A.S., Data Processing
Richard Yutendale, CFP, CFS, CSA Richard Yutendale, CFP, CFS, CSA's VALIC Experience January 1990 - November 2008
Job Senior Investment Advisor
Industry Financial Services
Experience
Voisard Asset Management Group August 2011 - Present
Principal Financial Group November 2008 - January 2010
VALIC January 1990 - November 2008
Skills
Asset Managment, Series 65, Consulting, Sales, Investment Selection, Stocks, Financial Structuring, Cash Flow, Investments, Wealth Management, Disability Insurance, Series 7, Life Insurance, Insurance, Asset Management, Financial Services, Mutual Funds, Estate Planning, Finance, Relationship Management, Asset Allocation, Wealth, 401k, Financial Advisory, Investment Advisory, Retirement, Investment Strategies, Retirement Planning, Alternative Investments, IRAs, Series 63, ETFs, Investment Management, Bonds, Employee Benefits, Financial Planners, Banking, Securities
Education
Central Michigan University 1981 — 1983
Masters Degree, Business, Management, Marketing, and Related Support Services
Lawrence Technological University 1961 — 1966
Bachelor of Science (B.S.), Industrial Management
Voisard Asset Management Group August 2011 - Present
Principal Financial Group November 2008 - January 2010
VALIC January 1990 - November 2008
Skills
Asset Managment, Series 65, Consulting, Sales, Investment Selection, Stocks, Financial Structuring, Cash Flow, Investments, Wealth Management, Disability Insurance, Series 7, Life Insurance, Insurance, Asset Management, Financial Services, Mutual Funds, Estate Planning, Finance, Relationship Management, Asset Allocation, Wealth, 401k, Financial Advisory, Investment Advisory, Retirement, Investment Strategies, Retirement Planning, Alternative Investments, IRAs, Series 63, ETFs, Investment Management, Bonds, Employee Benefits, Financial Planners, Banking, Securities
Education
Central Michigan University 1981 — 1983
Masters Degree, Business, Management, Marketing, and Related Support Services
Lawrence Technological University 1961 — 1966
Bachelor of Science (B.S.), Industrial Management
Carol Cox Carol Cox's VALIC Experience April 1988 - 2006
Job Executive Receptionist at Stewart Title Guaranty Company
Industry Nonprofit Organization Management
Experience
Stewart Title Guaranty Company January 2015 - Present
Lakewood Church July 2011 - Present
Technip 2014 - 2014
American General Life Companies 2006 - 2012
VALIC April 1988 - 2006
Eaton Corporation April 1982 - August 1988
Skills
Customer Service, Administrative Support, Teamwork, Teaching, Visio, Mentoring, Team Leadership, Excel, Outlook, Microsoft Office, Lotus Notes, Data Entry, PowerPoint, SAP, Scheduling, Customer Relations, Problem Solving, Expenses, Coordination, Event Planning, Office Management, Customer Satisfaction, Team Building, Supervisory Skills, Planning, Typing, Inside Sales, International Sales, Process Scheduler, Project Planning, Administrative..., Microsoft Excel, Public Speaking, Project Management, Employee Benefits, Leadership Development, Access, Microsoft Word, Time Management, Training, Nonprofits, Insurance, Fundraising, Accounting, Coaching, Recruiting, Payroll, Employee Relations, Process Improvement, Organizational...
Education
Cuyahoga Community College 1984 — 1986
AA, Business Management
Wharton County Junior College
Micro computer
Stewart Title Guaranty Company January 2015 - Present
Lakewood Church July 2011 - Present
Technip 2014 - 2014
American General Life Companies 2006 - 2012
VALIC April 1988 - 2006
Eaton Corporation April 1982 - August 1988
Skills
Customer Service, Administrative Support, Teamwork, Teaching, Visio, Mentoring, Team Leadership, Excel, Outlook, Microsoft Office, Lotus Notes, Data Entry, PowerPoint, SAP, Scheduling, Customer Relations, Problem Solving, Expenses, Coordination, Event Planning, Office Management, Customer Satisfaction, Team Building, Supervisory Skills, Planning, Typing, Inside Sales, International Sales, Process Scheduler, Project Planning, Administrative..., Microsoft Excel, Public Speaking, Project Management, Employee Benefits, Leadership Development, Access, Microsoft Word, Time Management, Training, Nonprofits, Insurance, Fundraising, Accounting, Coaching, Recruiting, Payroll, Employee Relations, Process Improvement, Organizational...
Education
Cuyahoga Community College 1984 — 1986
AA, Business Management
Wharton County Junior College
Micro computer
Rick Marchiori Rick Marchiori's VALIC Experience 2006 - 2009
Job Senioir Admissions Advisor at American InterContinental University
Industry Financial Services
Experience
American InterContinental University September 2012 - Present
RMEnergy January 2012 - Present
Dale Carnegie Training 2010 - Present
Sales Results Inc. January 2010 - December 2010
VALIC 2006 - 2009
Dreyfus 1999 - 2006
Hartford Computer Group 1998 - 1999
Communispond 1996 - 1999
Pacific Learning Systems 1995 - 1996
Wilson Learning 1993 - 1995
Education
DePaul University 1972 — 1976
Sociology, Liberal Arts
American InterContinental University September 2012 - Present
RMEnergy January 2012 - Present
Dale Carnegie Training 2010 - Present
Sales Results Inc. January 2010 - December 2010
VALIC 2006 - 2009
Dreyfus 1999 - 2006
Hartford Computer Group 1998 - 1999
Communispond 1996 - 1999
Pacific Learning Systems 1995 - 1996
Wilson Learning 1993 - 1995
Education
DePaul University 1972 — 1976
Sociology, Liberal Arts
Ryan Van Buren, CAS, CFS, CFP® Ryan Van Buren, CAS, CFS, CFP®'s VALIC Experience April 1999 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
VALIC April 1999 - Present
American Red Cross 1996 - 1999
Skills
Financial Planning, Insurance Planning, Tax Reduction Strategies, Estate Planning, Wealth Preservation..., Retirement Planning, Charitable Giving, Investments, College Savings Plans, Strategic Financial..., Financial Planners, Asset Allocation, Wealth Management, Uniform Combined State..., Tax, 401k Rollovers, Employee Benefits, Personal Financial..., Mutual Funds, Investment Strategies, Pensions, Alternative Investments, Certified Financial..., Finance, Wealth, Investment Advisory, Retirement, Charities, Financial Advisory, Securities, Asset Management, Variable Annuities, Series 7, Retirement Plan..., Wealth Accumulation, 401k, IRAs, Series 65, Fixed Annuities, Insurance, ETFs, Financial Services, Long Term Care Insurance, Series 6, Series 63, FINRA, Disability Insurance, Investment Management, Qualified Retirement..., Long-term Care
Education
Florida Institute of Technology 2003 — 2005
Certified Financial Planner
Mississippi State University 1992 — 1996
Political Science
Palm Bay High School 1988 — 1992
VALIC April 1999 - Present
American Red Cross 1996 - 1999
Skills
Financial Planning, Insurance Planning, Tax Reduction Strategies, Estate Planning, Wealth Preservation..., Retirement Planning, Charitable Giving, Investments, College Savings Plans, Strategic Financial..., Financial Planners, Asset Allocation, Wealth Management, Uniform Combined State..., Tax, 401k Rollovers, Employee Benefits, Personal Financial..., Mutual Funds, Investment Strategies, Pensions, Alternative Investments, Certified Financial..., Finance, Wealth, Investment Advisory, Retirement, Charities, Financial Advisory, Securities, Asset Management, Variable Annuities, Series 7, Retirement Plan..., Wealth Accumulation, 401k, IRAs, Series 65, Fixed Annuities, Insurance, ETFs, Financial Services, Long Term Care Insurance, Series 6, Series 63, FINRA, Disability Insurance, Investment Management, Qualified Retirement..., Long-term Care
Education
Florida Institute of Technology 2003 — 2005
Certified Financial Planner
Mississippi State University 1992 — 1996
Political Science
Palm Bay High School 1988 — 1992
Veronica Magnotta Veronica Magnotta's VALIC Experience October 2012 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC October 2012 - Present
Promark Financial October 2011 - October 2012
Lincoln Financial Group April 2011 - September 2011
LPL Financial November 2006 - March 2010
BNY Invesment Center-Pershing, LLC January 1999 - September 2005
J.P. Morgan January 1997 - January 1999
First Union/Evergreen Funds January 1995 - January 1997
Skills
Mutual Funds, Retirement, Fixed Annuities, Insurance, Series 7, Annuity, IRA's, Series 63, Series 65
Education
SUNY Oneonta 1990 — 1994
Bachelor of Science, Business Economics
University of Salamanca, Spain 1993 — 1993
Spanish Language and Literature
Mercy College 1994 — 1994
Certificate, Paralegal Studies
College for Financial Planning
Certified Financial Planning Studies
VALIC October 2012 - Present
Promark Financial October 2011 - October 2012
Lincoln Financial Group April 2011 - September 2011
LPL Financial November 2006 - March 2010
BNY Invesment Center-Pershing, LLC January 1999 - September 2005
J.P. Morgan January 1997 - January 1999
First Union/Evergreen Funds January 1995 - January 1997
Skills
Mutual Funds, Retirement, Fixed Annuities, Insurance, Series 7, Annuity, IRA's, Series 63, Series 65
Education
SUNY Oneonta 1990 — 1994
Bachelor of Science, Business Economics
University of Salamanca, Spain 1993 — 1993
Spanish Language and Literature
Mercy College 1994 — 1994
Certificate, Paralegal Studies
College for Financial Planning
Certified Financial Planning Studies
Tim Story Tim Story's VALIC Experience May 2014 - April 2015
Job
Industry Investment Management
Experience
Bank of Tennessee April 2015 - Present
VALIC May 2014 - April 2015
Edward Jones April 2012 - May 2014
Fort Sill NB November 2011 - April 2012
The AAM Group August 2009 - July 2011
Elixir Media Group February 2009 - August 2009
ntara May 2008 - January 2009
Syndeo Alliance November 2006 - April 2008
Saratoga Technologies September 2002 - October 2006
Com-Tek April 1995 - August 2002
Skills
SEO, Business Development, Entrepreneurship, Marketing, Strategy, Leadership, Marketing Strategy, Account Management, Strategic Planning, Social Media, Online Advertising, Social Media Marketing, B2B, Sales, Marketing Communications, Team Building, Public Relations, Public Speaking, Customer Service, Online Marketing, Advertising, SEM, Start-ups, Product Development, Email Marketing, Business Strategy, Team Leadership, Competitive Analysis, Negotiation, Customer Retention
Education
East Tennessee State University 1991 — 1996
BA, Communications
SHHS
Bank of Tennessee April 2015 - Present
VALIC May 2014 - April 2015
Edward Jones April 2012 - May 2014
Fort Sill NB November 2011 - April 2012
The AAM Group August 2009 - July 2011
Elixir Media Group February 2009 - August 2009
ntara May 2008 - January 2009
Syndeo Alliance November 2006 - April 2008
Saratoga Technologies September 2002 - October 2006
Com-Tek April 1995 - August 2002
Skills
SEO, Business Development, Entrepreneurship, Marketing, Strategy, Leadership, Marketing Strategy, Account Management, Strategic Planning, Social Media, Online Advertising, Social Media Marketing, B2B, Sales, Marketing Communications, Team Building, Public Relations, Public Speaking, Customer Service, Online Marketing, Advertising, SEM, Start-ups, Product Development, Email Marketing, Business Strategy, Team Leadership, Competitive Analysis, Negotiation, Customer Retention
Education
East Tennessee State University 1991 — 1996
BA, Communications
SHHS
Scott L. Goodling, CFP®'s VALIC Experience February 1998 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
VALIC February 1998 - Present
The Acacia Group LLC May 1995 - February 1998
Ameriprise Financial Services, Inc. January 1992 - December 1994
Ameriprise Financial Services, Inc. January 1986 - December 1991
Ameriprise Financial Services, Inc. September 1984 - January 1986
Education
College for Financial Planning 1989 — 1993
CFP®, Cash Management, Debt Management; Protection, Investment, Retirement, Tax and Estate Planning.
University of Pennsylvania 1977 — 1979
MSW, Family Social Work
Muhlenberg College 1972 — 1977
B.A., BSW, Psychology, Social Work
VALIC February 1998 - Present
The Acacia Group LLC May 1995 - February 1998
Ameriprise Financial Services, Inc. January 1992 - December 1994
Ameriprise Financial Services, Inc. January 1986 - December 1991
Ameriprise Financial Services, Inc. September 1984 - January 1986
Education
College for Financial Planning 1989 — 1993
CFP®, Cash Management, Debt Management; Protection, Investment, Retirement, Tax and Estate Planning.
University of Pennsylvania 1977 — 1979
MSW, Family Social Work
Muhlenberg College 1972 — 1977
B.A., BSW, Psychology, Social Work
Amber Girtman, MBA's VALIC Experience April 2005 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC April 2005 - Present
VALIC December 2002 - April 2005
Adecco Employment Agency September 2002 - December 2002
Adbit's Advertising and Public Relations June 2002 - July 2002
The Zimmerman Agency, Advertising & Public Relations January 2002 - April 2002
Skills
Florida Notary, Technology, Public Speaking, Sales Presentations, Creative Writing, Microsoft Office, Series 7, Retirement Planning, Long Term Care Insurance, 401k Rollovers, Insurance, Budgets, Personal Financial..., Market Research, Account Management, Life Insurance, Mutual Funds, Series 66, Annuity Sales, 401k, Finance, Financial Advisory, IRAs, Management, Series 63, Uniform Combined State..., Fixed Annuities, Retirement, Variable Annuities, Investment Advisory, Asset Allocation, Qualified Retirement..., Roth IRA, Retirement Plan..., 529 Plans, Retirement Savings, Life, Sales, Pensions
Education
Florida Atlantic University 2010 — 2011
Masters, Business Administration
Florida State University 1997 — 2002
Bachelor of Science, Psychology
VALIC April 2005 - Present
VALIC December 2002 - April 2005
Adecco Employment Agency September 2002 - December 2002
Adbit's Advertising and Public Relations June 2002 - July 2002
The Zimmerman Agency, Advertising & Public Relations January 2002 - April 2002
Skills
Florida Notary, Technology, Public Speaking, Sales Presentations, Creative Writing, Microsoft Office, Series 7, Retirement Planning, Long Term Care Insurance, 401k Rollovers, Insurance, Budgets, Personal Financial..., Market Research, Account Management, Life Insurance, Mutual Funds, Series 66, Annuity Sales, 401k, Finance, Financial Advisory, IRAs, Management, Series 63, Uniform Combined State..., Fixed Annuities, Retirement, Variable Annuities, Investment Advisory, Asset Allocation, Qualified Retirement..., Roth IRA, Retirement Plan..., 529 Plans, Retirement Savings, Life, Sales, Pensions
Education
Florida Atlantic University 2010 — 2011
Masters, Business Administration
Florida State University 1997 — 2002
Bachelor of Science, Psychology
Steve Rosseel Steve Rosseel's VALIC Experience spcAXA Advisors1996 - 2001
Job Financial Planner at VALIC
Industry Financial Services
Experience
VALIC spcAXA Advisors1996 - 2001
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Securities, Financial Planners, Retirement, Series 7, Financial Advisory, Mutual Funds, Asset Allocation, Investment Advisory, Investments, Investment Strategies, 401k, Fixed Annuities
Education
Florida Atlantic University 1990 — 1994
International Business, Trade, and Tax Law
VALIC spcAXA Advisors1996 - 2001
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Securities, Financial Planners, Retirement, Series 7, Financial Advisory, Mutual Funds, Asset Allocation, Investment Advisory, Investments, Investment Strategies, 401k, Fixed Annuities
Education
Florida Atlantic University 1990 — 1994
International Business, Trade, and Tax Law
Julio Leaty Julio Leaty's VALIC Experience October 2012 - April 2015
Job Administrative Manager
Industry Financial Services
Experience
UBS July 2015 - Present
UBS Wealth Management April 2015 - July 2015
VALIC October 2012 - April 2015
Aflac March 2012 - October 2012
Merrill Lynch July 2007 - January 2012
Merrill Lynch October 2006 - July 2007
Merrill Lynch April 2006 - October 2006
Merrill Lynch January 2004 - April 2006
Merrill Lynch February 2003 - January 2004
Merrill Lynch March 2001 - January 2003
Skills
Portfolio Management, Investments, Financial Advisory, Hedge Funds, Customer Relations, Health Insurance, Term Life Insurance, Disability Insurance, Group Policy, Employee Benefits, Securities, Sales, Mutual Funds, Customer Service, Employee Training, Equities, Asset Allocation, Series 7, Risk Management, Series 63, Series 65, Finance, Retirement Planning, Strategy, Financial Services, Strategic Financial..., Wealth Management, FINRA, Alternative Investments, Financial Planning, Fixed Income
Education
University of Phoenix 2006 — 2010
BS, Business
Essex County College 2001 — 2002
Economics
Rutgers, The State University of New Jersey-Newark 1985 — 1990
Economics
UBS July 2015 - Present
UBS Wealth Management April 2015 - July 2015
VALIC October 2012 - April 2015
Aflac March 2012 - October 2012
Merrill Lynch July 2007 - January 2012
Merrill Lynch October 2006 - July 2007
Merrill Lynch April 2006 - October 2006
Merrill Lynch January 2004 - April 2006
Merrill Lynch February 2003 - January 2004
Merrill Lynch March 2001 - January 2003
Skills
Portfolio Management, Investments, Financial Advisory, Hedge Funds, Customer Relations, Health Insurance, Term Life Insurance, Disability Insurance, Group Policy, Employee Benefits, Securities, Sales, Mutual Funds, Customer Service, Employee Training, Equities, Asset Allocation, Series 7, Risk Management, Series 63, Series 65, Finance, Retirement Planning, Strategy, Financial Services, Strategic Financial..., Wealth Management, FINRA, Alternative Investments, Financial Planning, Fixed Income
Education
University of Phoenix 2006 — 2010
BS, Business
Essex County College 2001 — 2002
Economics
Rutgers, The State University of New Jersey-Newark 1985 — 1990
Economics
Daniel Lex's VALIC Experience September 1995 - Present
Job Senior Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC September 1995 - Present
Prudential Financial September 1990 - September 1995
Skills
Retirement Planning, Wealth Accumulation, 529 Plans, Wealth Preservation..., Retirement, Retirement Income..., Long Term Care, Term Life Insurance, IRAs, Investment Advisory, Financial Planners, Long-term Care, Fixed Annuities, Wealth, Series 63, Mutual Funds, 401k, Asset Allocation, Series 7, Estate Planning, Strategic Financial..., Wealth Management, Variable Annuities, Series 6, Portfolio Management, Long Term Care Insurance, Investments, Asset Management, Financial Services, Alternative Investments, Personal Finance, Life Insurance, Securities, College Savings Plans, Financial Advisory, Bonds, 401k Rollovers, Certified Financial..., Investment Strategies, Roth IRA, Wealth Management..., Hedge Funds, Series 65, Disability Insurance, Equities, Uniform Combined State..., Saving for Education, SEP IRA, Personal Financial..., Stocks
Education
DeVry University Phoenix 1973 — 1977
Electrical, Electronic and Communications Engineering Technology/Technician
Archmere Acadamy 1969 — 1973
VALIC September 1995 - Present
Prudential Financial September 1990 - September 1995
Skills
Retirement Planning, Wealth Accumulation, 529 Plans, Wealth Preservation..., Retirement, Retirement Income..., Long Term Care, Term Life Insurance, IRAs, Investment Advisory, Financial Planners, Long-term Care, Fixed Annuities, Wealth, Series 63, Mutual Funds, 401k, Asset Allocation, Series 7, Estate Planning, Strategic Financial..., Wealth Management, Variable Annuities, Series 6, Portfolio Management, Long Term Care Insurance, Investments, Asset Management, Financial Services, Alternative Investments, Personal Finance, Life Insurance, Securities, College Savings Plans, Financial Advisory, Bonds, 401k Rollovers, Certified Financial..., Investment Strategies, Roth IRA, Wealth Management..., Hedge Funds, Series 65, Disability Insurance, Equities, Uniform Combined State..., Saving for Education, SEP IRA, Personal Financial..., Stocks
Education
DeVry University Phoenix 1973 — 1977
Electrical, Electronic and Communications Engineering Technology/Technician
Archmere Acadamy 1969 — 1973
Geoff Hall, CFP® Geoff Hall, CFP®'s VALIC Experience April 1996 - May 2010
Job Financial Advisor at Beacon WealthCare | CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Beacon WealthCare March 2012 - Present
Commonwealth Financial Group May 2010 - March 2012
VALIC April 1996 - May 2010
United States Marine Corps 1991 - 1999
Skills
Portfolio Management, Financial Planners, Investment Management, Independent Financial..., Registered Investment..., Certified Financial..., Personal Financial...
Education
College for Financial Planning 2001 — 2004
CERTIFIED FINANCIAL PLANNER, TM
University of North Carolina at Charlotte - Belk College of Business 1990 — 1995
BS, Finance
Beacon WealthCare March 2012 - Present
Commonwealth Financial Group May 2010 - March 2012
VALIC April 1996 - May 2010
United States Marine Corps 1991 - 1999
Skills
Portfolio Management, Financial Planners, Investment Management, Independent Financial..., Registered Investment..., Certified Financial..., Personal Financial...
Education
College for Financial Planning 2001 — 2004
CERTIFIED FINANCIAL PLANNER, TM
University of North Carolina at Charlotte - Belk College of Business 1990 — 1995
BS, Finance
Doug Bridges, CFP® Doug Bridges, CFP®'s VALIC Experience 2006 - Present
Job Financial Planning Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC 2006 - Present
First Command Financial Planning 2004 - 2006
Merrill Lynch 2003 - 2004
Creative Financial Strategies 2001 - 2003
Angels Baseball 1998 - 2000
Skills
Strategic Financial..., Retirement Planning, Wealth Management
Education
Embry-Riddle Aeronautical University 1997 — 2001
BA, Aviation Management
VALIC 2006 - Present
First Command Financial Planning 2004 - 2006
Merrill Lynch 2003 - 2004
Creative Financial Strategies 2001 - 2003
Angels Baseball 1998 - 2000
Skills
Strategic Financial..., Retirement Planning, Wealth Management
Education
Embry-Riddle Aeronautical University 1997 — 2001
BA, Aviation Management
David Isgett David Isgett's VALIC Experience February 1980 - June 2009
Job Annuity Sales Development
Industry Financial Services
Experience
American Benefit Services, Inc. March 2013 - Present
Private Practice, consultation January 2011 - Present
Self employed July 2011 - March 2013
New York Life Insurance Company May 2010 - July 2011
New York Life March 2010 - May 2011
VALIC February 1980 - June 2009
VALIC 1980 - 2009
Skills
Retirement Planning, Retirement Plans, Public Speaking, Series 6, Financial Planning, Investments, Annuities, IRA's, Retirement, Series 63, Mutual Funds, Financial Advisory, Long Term Care, Insurance, Disability Insurance, Series 7, Estate Planning, Wealth Management, Investment Advisory, Securities, Employee Benefits, Insurance Planning, Annuity, Portfolio Management, 401k, Wealth Accumulation, Retirement Income..., Term Life Insurance, 529 Plans, Wealth Transfer, Asset Management, Asset Allocation, Fixed Annuities, Wealth, Retirement Solutions, Investment Strategies, Charitable Giving, Pensions, Investment Products, FINRA, Stocks, Series 24, Risk Management, Asset Protection, Defined Benefit, IRAs, Strategic Financial..., Long-term Care, Life Insurance, Finance
Education
Lightsey School of Graduate Studies, College of Charleston 2002 — 2004
BA, Prerequisite Financial Studies for CFP, Certified
College of Charleston 1975 — 1979
B.A, English
Wake Forest University 1971 — 1972
American Benefit Services, Inc. March 2013 - Present
Private Practice, consultation January 2011 - Present
Self employed July 2011 - March 2013
New York Life Insurance Company May 2010 - July 2011
New York Life March 2010 - May 2011
VALIC February 1980 - June 2009
VALIC 1980 - 2009
Skills
Retirement Planning, Retirement Plans, Public Speaking, Series 6, Financial Planning, Investments, Annuities, IRA's, Retirement, Series 63, Mutual Funds, Financial Advisory, Long Term Care, Insurance, Disability Insurance, Series 7, Estate Planning, Wealth Management, Investment Advisory, Securities, Employee Benefits, Insurance Planning, Annuity, Portfolio Management, 401k, Wealth Accumulation, Retirement Income..., Term Life Insurance, 529 Plans, Wealth Transfer, Asset Management, Asset Allocation, Fixed Annuities, Wealth, Retirement Solutions, Investment Strategies, Charitable Giving, Pensions, Investment Products, FINRA, Stocks, Series 24, Risk Management, Asset Protection, Defined Benefit, IRAs, Strategic Financial..., Long-term Care, Life Insurance, Finance
Education
Lightsey School of Graduate Studies, College of Charleston 2002 — 2004
BA, Prerequisite Financial Studies for CFP, Certified
College of Charleston 1975 — 1979
B.A, English
Wake Forest University 1971 — 1972
Jeff Akright Jeff Akright's VALIC Experience September 2011 - March 2015
Job Financial Advisor
Industry Investment Management
Experience
BOK Financial March 2015 - Present
VALIC September 2011 - March 2015
INTRUST Bank October 2007 - January 2009
Commerce Bancshares, Inc. January 2002 - April 2007
A.G. Edwards February 1994 - January 2002
Skills
Retirement Income..., Personal Financial..., Investment Strategies, CTFA, Securities, Retirement, Series 7, Asset Allocation, Wealth Management, Investments, Retirement Planning, Strategic Financial..., Finance, Portfolio Management, Equities, Estate Planning, Investment Management, Mutual Funds, Series 63, Alternative Investments, Financial Planners
Education
Eastern Illinois University 1989 — 1992
BS, Finance
BOK Financial March 2015 - Present
VALIC September 2011 - March 2015
INTRUST Bank October 2007 - January 2009
Commerce Bancshares, Inc. January 2002 - April 2007
A.G. Edwards February 1994 - January 2002
Skills
Retirement Income..., Personal Financial..., Investment Strategies, CTFA, Securities, Retirement, Series 7, Asset Allocation, Wealth Management, Investments, Retirement Planning, Strategic Financial..., Finance, Portfolio Management, Equities, Estate Planning, Investment Management, Mutual Funds, Series 63, Alternative Investments, Financial Planners
Education
Eastern Illinois University 1989 — 1992
BS, Finance
Derric Hoover's VALIC Experience January 2010 - April 2012
Job Wealth Advisor at USAA
Industry Financial Services
Experience
USAA June 2012 - Present
VALIC January 2010 - April 2012
Merrill Lynch April 2007 - January 2009
Alcoa Inc. August 2005 - August 2007
Skills
Finance, Leadership, Public Speaking, Forecasting, Accounting, Banking, Budgets, Corporate Finance, Business Analysis
Education
Florida Agricultural and Mechanical University 1999 — 2005
USAA June 2012 - Present
VALIC January 2010 - April 2012
Merrill Lynch April 2007 - January 2009
Alcoa Inc. August 2005 - August 2007
Skills
Finance, Leadership, Public Speaking, Forecasting, Accounting, Banking, Budgets, Corporate Finance, Business Analysis
Education
Florida Agricultural and Mechanical University 1999 — 2005
Mary Ellen Mulopulos Mary Ellen Mulopulos's VALIC Experience October 2007 - October 2009
Job Certified Professional CoActive Coach
Industry Higher Education
Experience
MaryEllen Mulopulos 2010 - Present
Valic October 2007 - October 2009
Access Financial Group February 1995 - October 2007
Skills
Coaching, Mentoring, Small Business, Strategic Planning, Training, Nonprofits, Financial Analysis, Leadership Development, Customer Service, Executive Coaching, Public Speaking, Team Building, Organizational..., Entrepreneurship, Fundraising, Workshop Facilitation, Strategy, Leadership, Management Consulting, Budgets, Staff Development, Personal Development, Change Management, Social Networking, Program Management, Business Planning, Management, Teaching, Team Leadership, Recruiting, Time Management, Business Strategy, Analysis, Employee Training
Education
Coaches Training Institute
CPCC
DePaul University
MBA, Finance
University of Illinois at Urbana-Champaign
Bachelor of Science
MaryEllen Mulopulos 2010 - Present
Valic October 2007 - October 2009
Access Financial Group February 1995 - October 2007
Skills
Coaching, Mentoring, Small Business, Strategic Planning, Training, Nonprofits, Financial Analysis, Leadership Development, Customer Service, Executive Coaching, Public Speaking, Team Building, Organizational..., Entrepreneurship, Fundraising, Workshop Facilitation, Strategy, Leadership, Management Consulting, Budgets, Staff Development, Personal Development, Change Management, Social Networking, Program Management, Business Planning, Management, Teaching, Team Leadership, Recruiting, Time Management, Business Strategy, Analysis, Employee Training
Education
Coaches Training Institute
CPCC
DePaul University
MBA, Finance
University of Illinois at Urbana-Champaign
Bachelor of Science
Angela Loeffler Angela Loeffler's VALIC Experience October 2008 - June 2010
Job Benefits Analyst
Industry Financial Services
Experience
Chicago Policemen's Annuity and benefit Fund May 2015 - Present
The Robinson Financial Group December 2014 - February 2015
Teamsters Local 727 September 2012 - May 2014
MB Financial Bank June 2010 - September 2012
VALIC October 2008 - June 2010
Ameriprise Financial December 2004 - October 2008
Fleet Capital Leasing 2000 - 2004
National Futures Association 1998 - 2000
McCullough, Campbell & Lane 1996 - 1998
Skills
Series 7, Estate Planning, Strategic Financial..., Retirement Planning, Wealth Management, Uniform Combined State..., Investments, Asset Allocation, Mutual Funds, Securities, Equities, Retirement, Financial Planners, Financial Goals, Portfolio Management, Investment Strategies, Asset Managment, Financial Advisory, Insurance, Financial Analysis, Financial Services, Fixed Annuities, Investment Advisory, Life Insurance, Pensions, Fixed Income, Finance, Asset Management, Tax, Series 63, Mortgage Lending, Alternative Investments, Financial Modeling, Financial Planning, 401k
Education
DePaul University 1999 — 2004
MBA, Finance
University of Iowa 1993 — 1996
B.S., Economics
Chicago Policemen's Annuity and benefit Fund May 2015 - Present
The Robinson Financial Group December 2014 - February 2015
Teamsters Local 727 September 2012 - May 2014
MB Financial Bank June 2010 - September 2012
VALIC October 2008 - June 2010
Ameriprise Financial December 2004 - October 2008
Fleet Capital Leasing 2000 - 2004
National Futures Association 1998 - 2000
McCullough, Campbell & Lane 1996 - 1998
Skills
Series 7, Estate Planning, Strategic Financial..., Retirement Planning, Wealth Management, Uniform Combined State..., Investments, Asset Allocation, Mutual Funds, Securities, Equities, Retirement, Financial Planners, Financial Goals, Portfolio Management, Investment Strategies, Asset Managment, Financial Advisory, Insurance, Financial Analysis, Financial Services, Fixed Annuities, Investment Advisory, Life Insurance, Pensions, Fixed Income, Finance, Asset Management, Tax, Series 63, Mortgage Lending, Alternative Investments, Financial Modeling, Financial Planning, 401k
Education
DePaul University 1999 — 2004
MBA, Finance
University of Iowa 1993 — 1996
B.S., Economics
Alex Yates Alex Yates's VALIC Experience March 2010 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC March 2010 - Present
Financial Partners Group November 2008 - March 2010
New England Financial November 2008 - March 2010
Eli Lilly June 2002 - December 2008
Education
DePauw University 1998 — 2002
Bachelor of Arts
Park Tudor 1994 — 1998
Orchard 1983 — 1994
VALIC March 2010 - Present
Financial Partners Group November 2008 - March 2010
New England Financial November 2008 - March 2010
Eli Lilly June 2002 - December 2008
Education
DePauw University 1998 — 2002
Bachelor of Arts
Park Tudor 1994 — 1998
Orchard 1983 — 1994
Clint LeGeyt Clint LeGeyt's VALIC Experience March 2012 - Present
Job Vice President at VALIC
Industry Financial Services
Experience
VALIC March 2012 - Present
Skills
Series 6, Accident, Series 7, Series 63, 401k, Retirement, Mutual Funds, Fixed Annuities, Series 24, Insurance, Investments, Retirement Planning, FINRA, Securities, Variable Annuities, Financial Services, Asset Allocation, Investment Advisory, Wealth Management, Relationship Management, Investment Strategies, Defined Contribution, Qualified Retirement..., Sales, Project Management, Separately Managed..., Financial Advisory, Uniform Combined State..., Strategic Financial..., Pensions, Portfolio Management, Alternative Investments, Asset Management, Investment Management, Retirement Plan..., Wealth, ERISA, Equities, Analysis, Business Strategy, Finance, Financial Analysis, Business Relationship..., New Business Development, Profit Sharing, Team Leadership, Customer Retention, Underwriting
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1999 — 2002
MBA, Finance
Central Connecticut State University 1992 — 1996
BS, Management
Quinnipiac University 1991 — 1992
Allied Health
Wethersfield High School 1988 — 1991
VALIC March 2012 - Present
Skills
Series 6, Accident, Series 7, Series 63, 401k, Retirement, Mutual Funds, Fixed Annuities, Series 24, Insurance, Investments, Retirement Planning, FINRA, Securities, Variable Annuities, Financial Services, Asset Allocation, Investment Advisory, Wealth Management, Relationship Management, Investment Strategies, Defined Contribution, Qualified Retirement..., Sales, Project Management, Separately Managed..., Financial Advisory, Uniform Combined State..., Strategic Financial..., Pensions, Portfolio Management, Alternative Investments, Asset Management, Investment Management, Retirement Plan..., Wealth, ERISA, Equities, Analysis, Business Strategy, Finance, Financial Analysis, Business Relationship..., New Business Development, Profit Sharing, Team Leadership, Customer Retention, Underwriting
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1999 — 2002
MBA, Finance
Central Connecticut State University 1992 — 1996
BS, Management
Quinnipiac University 1991 — 1992
Allied Health
Wethersfield High School 1988 — 1991
Deborah James, CFP Deborah James, CFP's VALIC Experience June 1987 - November 2012
Job Financial Planner at The Gabor Agency
Industry Financial Services
Experience
The Gabor Agency, Inc. December 2012 - Present
VALIC June 1987 - November 2012
Skills
Series 63, Wealth Management, Uniform Combined State..., 401k Rollovers, Investments, Estate Planning, 401k, Investment Advisory, Wealth, IRAs, Series 7, Mutual Funds, Asset Allocation, Strategic Financial..., Series 65, Retirement Planning, 529 Plans, Investment Strategies, Wealth Accumulation, Saving for Education, Fixed Annuities, Retirement, Financial Planners, Financial Advisory, College Savings Plans, Retirement Plan..., Wealth Management..., Income Protection, Securities, Roth IRA, Financial Goals, Retirement Savings, Variable Annuities, Registered Investment..., Certified Financial..., Holistic Financial..., Personal Financial..., Pensions, FINRA, Long Term Care Insurance, Investment Selection, SEP IRA, Qualified Retirement..., Wealth Preservation..., High Net Worth..., 403 b, College Education..., Simple IRA, Separately Managed..., ETFs
Education
College for Financial Planning 2005 — 2006
Certified Financial Planner Designation, Financial Planning and Services
The Gabor Agency, Inc. December 2012 - Present
VALIC June 1987 - November 2012
Skills
Series 63, Wealth Management, Uniform Combined State..., 401k Rollovers, Investments, Estate Planning, 401k, Investment Advisory, Wealth, IRAs, Series 7, Mutual Funds, Asset Allocation, Strategic Financial..., Series 65, Retirement Planning, 529 Plans, Investment Strategies, Wealth Accumulation, Saving for Education, Fixed Annuities, Retirement, Financial Planners, Financial Advisory, College Savings Plans, Retirement Plan..., Wealth Management..., Income Protection, Securities, Roth IRA, Financial Goals, Retirement Savings, Variable Annuities, Registered Investment..., Certified Financial..., Holistic Financial..., Personal Financial..., Pensions, FINRA, Long Term Care Insurance, Investment Selection, SEP IRA, Qualified Retirement..., Wealth Preservation..., High Net Worth..., 403 b, College Education..., Simple IRA, Separately Managed..., ETFs
Education
College for Financial Planning 2005 — 2006
Certified Financial Planner Designation, Financial Planning and Services
Phil Calkins. MSFP Phil Calkins. MSFP's VALIC Experience September 2001 - February 2009
Job Pastor
Industry Religious Institutions
Experience
Independent General Agent representing many specialty life, disability and LTC insurance companies. January 2014 - Present
Mid-Continent University April 2009 - May 2014
Woodmen of the World February 2013 - July 2013
LifeCourse Advisors, LLC July 2004 - February 2013
JA of Western KY 2011 - 2013
JA of Western KY 2011 - 2013
Coldwell Banker Service 1st Realty September 2011 - December 2012
VALIC September 2001 - February 2009
Skills
Public Speaking, Coaching, Teaching, Budgeting, Strategic Planning, Budgets, Team Building, Insurance, Leadership Development, Process Improvement, Fixed Annuities, Investments, Social Media, Customer Service, Estate Planning, Microsoft Office, Life Insurance, Mutual Funds, Management, Real Estate, Long-term Care, Strategic Financial..., Finance, Leadership, Training, Employee Benefits, Small Business, Retirement, Personal Finance, Retirement Planning, Fundraising, Financial Services, Staff Development, Wealth, Business Planning, Entrepreneurship, Sales, Nonprofits, Financial Planners, Social Networking, Term Life Insurance, Marketing, Financial Advisory, Disability Insurance, Organizational..., Recruiting, Community Outreach, Public Relations, 401k, Event Planning
Education
College for Financial Planning 2001 — 2004
Master of Science, Personal Financial Planning
Mid-Continent College (now University) 2000 — 2001
Bachelor of Science, Organizational Leadership
Western Kentucky University, Bowling 1968 — 1974
Associate of Arts, Business Management
Escambia High School 1958 — 1961
diploma, college prep
Independent General Agent representing many specialty life, disability and LTC insurance companies. January 2014 - Present
Mid-Continent University April 2009 - May 2014
Woodmen of the World February 2013 - July 2013
LifeCourse Advisors, LLC July 2004 - February 2013
JA of Western KY 2011 - 2013
JA of Western KY 2011 - 2013
Coldwell Banker Service 1st Realty September 2011 - December 2012
VALIC September 2001 - February 2009
Skills
Public Speaking, Coaching, Teaching, Budgeting, Strategic Planning, Budgets, Team Building, Insurance, Leadership Development, Process Improvement, Fixed Annuities, Investments, Social Media, Customer Service, Estate Planning, Microsoft Office, Life Insurance, Mutual Funds, Management, Real Estate, Long-term Care, Strategic Financial..., Finance, Leadership, Training, Employee Benefits, Small Business, Retirement, Personal Finance, Retirement Planning, Fundraising, Financial Services, Staff Development, Wealth, Business Planning, Entrepreneurship, Sales, Nonprofits, Financial Planners, Social Networking, Term Life Insurance, Marketing, Financial Advisory, Disability Insurance, Organizational..., Recruiting, Community Outreach, Public Relations, 401k, Event Planning
Education
College for Financial Planning 2001 — 2004
Master of Science, Personal Financial Planning
Mid-Continent College (now University) 2000 — 2001
Bachelor of Science, Organizational Leadership
Western Kentucky University, Bowling 1968 — 1974
Associate of Arts, Business Management
Escambia High School 1958 — 1961
diploma, college prep
Kris Samiec Kris Samiec's VALIC Experience October 2010 - October 2011
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2011 - Present
VALIC October 2010 - October 2011
JPMorgan Chase September 2005 - December 2006
Morgan Stanley January 1997 - September 2005
Chatfield Dean July 1995 - December 1996
Vedder Price 1991 - 1994
Education
DePaul University 1990 — 1995
B.S., Economics & Finance
Markham Park Elementary
PNC Investments November 2011 - Present
VALIC October 2010 - October 2011
JPMorgan Chase September 2005 - December 2006
Morgan Stanley January 1997 - September 2005
Chatfield Dean July 1995 - December 1996
Vedder Price 1991 - 1994
Education
DePaul University 1990 — 1995
B.S., Economics & Finance
Markham Park Elementary
Larry D. Deutchman's VALIC Experience May 1998 - July 2009
Job Financial Professional
Industry Financial Services
Experience
One Legacy /991 Route 22 w, Bridgewater, NJ September 2014 - Present
Ray Catena Motor Corporation September 2013 - April 2014
Ray Catena Mercedes September 2013 - March 2014
The Legend Group July 2009 - September 2012
VALIC May 1998 - July 2009
Prudential Financial May 1986 - May 1998
Skills
Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Estate Planning, Advise how to handle..., Ability to organize a..., Presenting ideas to an..., ability to make a..., Financial Planning, Finance, Life Insurance, Disability Insurance, Investments, Wealth Management, Mutual Funds, Insurance
Education
Fairleigh Dickinson University 1969 — 1973
BA, Political Science/Business
One Legacy /991 Route 22 w, Bridgewater, NJ September 2014 - Present
Ray Catena Motor Corporation September 2013 - April 2014
Ray Catena Mercedes September 2013 - March 2014
The Legend Group July 2009 - September 2012
VALIC May 1998 - July 2009
Prudential Financial May 1986 - May 1998
Skills
Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Estate Planning, Advise how to handle..., Ability to organize a..., Presenting ideas to an..., ability to make a..., Financial Planning, Finance, Life Insurance, Disability Insurance, Investments, Wealth Management, Mutual Funds, Insurance
Education
Fairleigh Dickinson University 1969 — 1973
BA, Political Science/Business
Tom Burbank Tom Burbank's VALIC Experience 2001 - 2008
Job Financial Planner at Northeast Planning Associates
Industry Financial Services
Experience
Northeast Planning Associates March 2010 - Present
TD Wealth Management 2008 - 2010
VALIC 2001 - 2008
Skills
Retirement Planning, Wealth Accumulation, Wealth Management, Retirement, Investment Advisory, Financial Planners, Investment Strategies, Wealth, 401k Rollovers, IRAs, Strategic Financial..., Mutual Funds, Estate Planning, Series 7, Fixed Annuities, Asset Allocation, 401k
Education
College for Financial Planning 2008 — 2009
CRPC, Financial Planning and Services
Plymouth State College 1975 — 1979
Bachelor of Arts, English Language and Literature/Letters
Northeast Planning Associates March 2010 - Present
TD Wealth Management 2008 - 2010
VALIC 2001 - 2008
Skills
Retirement Planning, Wealth Accumulation, Wealth Management, Retirement, Investment Advisory, Financial Planners, Investment Strategies, Wealth, 401k Rollovers, IRAs, Strategic Financial..., Mutual Funds, Estate Planning, Series 7, Fixed Annuities, Asset Allocation, 401k
Education
College for Financial Planning 2008 — 2009
CRPC, Financial Planning and Services
Plymouth State College 1975 — 1979
Bachelor of Arts, English Language and Literature/Letters
Matt Ticknor Matt Ticknor's VALIC Experience February 2013 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2013 - Present
Thrivent Financial October 2004 - February 2013
Monett Communications Inc. 1992 - 2004
Education
Missouri State University 1989 — 1993
Business / Media Management (TV/Radio)
Drury University 1987 — 1989
Business / Media Management (TV/Radio)
VALIC February 2013 - Present
Thrivent Financial October 2004 - February 2013
Monett Communications Inc. 1992 - 2004
Education
Missouri State University 1989 — 1993
Business / Media Management (TV/Radio)
Drury University 1987 — 1989
Business / Media Management (TV/Radio)
Jay Green's VALIC Experience 2010 - 2010
Job Financial Specialist at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation 2015 - Present
Shelter Insurance Companies 2010 - 2014
VALIC 2010 - 2010
Allstate - MS Insurance & Financial Services, Inc. 2002 - 2009
Mid-America Insurance Services, Inc. 1999 - 2006
Skills
Strategic Financial..., Banking, Risk Management, Wealth Management, Life Insurance, Sales, Financial Services, Customer Service, New Business Development, Finance, Management, Retirement, Annuity Sales, Retirement Planning, Term Life Insurance, Fixed Annuities, Team Building, Negotiation, Insurance, Investments, IRAs, Leadership, Financial Planning, Asset Allocation, Sales Management, Customer Retention, Financial Analysis, Property & Casualty..., Health Insurance, Commercial Insurance, Strategic Planning, Small Business, Investment Properties, Business Strategy, Marketing Strategy, Contract Negotiation, Personnel Management, Portfolio Management, Asset Managment, Building Relationships, Leadership Development, Alternative Investments, Team Leadership, Marketing, Underwriting, Business Planning, Insurance Agency...
Education
University of North Alabama 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Delta State University 1999 — 2001
Delta Emerging Leaders Program, Human Resource, Economic and Community Development
Mississippi State University - College of Business and Industry 1993 — 1996
Bachelor of Business Administration (B.B.A.), Real Estate and Mortgage Finance
Pillow Academy 1980 — 1992
Regions Financial Corporation 2015 - Present
Shelter Insurance Companies 2010 - 2014
VALIC 2010 - 2010
Allstate - MS Insurance & Financial Services, Inc. 2002 - 2009
Mid-America Insurance Services, Inc. 1999 - 2006
Skills
Strategic Financial..., Banking, Risk Management, Wealth Management, Life Insurance, Sales, Financial Services, Customer Service, New Business Development, Finance, Management, Retirement, Annuity Sales, Retirement Planning, Term Life Insurance, Fixed Annuities, Team Building, Negotiation, Insurance, Investments, IRAs, Leadership, Financial Planning, Asset Allocation, Sales Management, Customer Retention, Financial Analysis, Property & Casualty..., Health Insurance, Commercial Insurance, Strategic Planning, Small Business, Investment Properties, Business Strategy, Marketing Strategy, Contract Negotiation, Personnel Management, Portfolio Management, Asset Managment, Building Relationships, Leadership Development, Alternative Investments, Team Leadership, Marketing, Underwriting, Business Planning, Insurance Agency...
Education
University of North Alabama 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Delta State University 1999 — 2001
Delta Emerging Leaders Program, Human Resource, Economic and Community Development
Mississippi State University - College of Business and Industry 1993 — 1996
Bachelor of Business Administration (B.B.A.), Real Estate and Mortgage Finance
Pillow Academy 1980 — 1992
LeVarn Clay, MSM, CMFC, CRPC LeVarn Clay, MSM, CMFC, CRPC's VALIC Experience August 2010 - February 2012
Job Pensions Field Service Representative at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial March 2014 - Present
Summit Credit Union February 2012 - October 2012
VALIC August 2010 - February 2012
JP Morgan Chase July 2008 - July 2009
US Bancorp September 2005 - July 2008
MetLife April 2004 - September 2005
Skills
Series 65, Series 7, Series 63, Retirement Planning, Retirement, Uniform Combined State..., Fixed Annuities, Mutual Funds, 401k Rollovers, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Relationship Management
Education
Cardinal Stritch University
M.S., Management
University of Arkansas
B.S., Business Administration
Nationwide Financial March 2014 - Present
Summit Credit Union February 2012 - October 2012
VALIC August 2010 - February 2012
JP Morgan Chase July 2008 - July 2009
US Bancorp September 2005 - July 2008
MetLife April 2004 - September 2005
Skills
Series 65, Series 7, Series 63, Retirement Planning, Retirement, Uniform Combined State..., Fixed Annuities, Mutual Funds, 401k Rollovers, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Relationship Management
Education
Cardinal Stritch University
M.S., Management
University of Arkansas
B.S., Business Administration
Andrew Brake, MBA's VALIC Experience May 2009 - July 2011
Job Healthcare Professional (Registered Nurse) & Entrepreneur
Industry Hospital & Health Care
Experience
Cone Health July 2014 - Present
Stick9 June 1997 - Present
Cone Health May 2011 - July 2014
VALIC May 2009 - July 2011
Edward Jones Investments May 2004 - July 2008
Optometry Practice January 1998 - May 2004
Skills
Hospitals, Nursing, Healthcare, Medical Terminology, Nursing Care, Long-term Care, Palliative Care, Healthcare Information..., Healthcare Management, EMR, HIPAA, Epic Systems, Medicare, Home Care, Medical/Surgical, Managed Care, Case Managment, Cultural Transformation, Administrative Work, General Business..., Retirement Planning, Graphic Design, Signage, Clinical Research, Cpr Certified, BLS, Medicaid, EHR, CPR Certified
Education
Fayetteville State University 2014 — 2016
Bachelor’s Degree, B.S. - Nursing
Guilford Technical Community College 2012 — 2014
Associate’s Degree, Nursing
University of North Carolina at Greensboro 2001 — 2003
Master of Business Administration (M.B.A.)
University of North Carolina at Greensboro 1997 — 2001
Bachelor’s Degree, B.S. - Biology & Pre-Medical, Minor: Business
West Forsyth High School 1994 — 1997
High School Diploma
Cone Health July 2014 - Present
Stick9 June 1997 - Present
Cone Health May 2011 - July 2014
VALIC May 2009 - July 2011
Edward Jones Investments May 2004 - July 2008
Optometry Practice January 1998 - May 2004
Skills
Hospitals, Nursing, Healthcare, Medical Terminology, Nursing Care, Long-term Care, Palliative Care, Healthcare Information..., Healthcare Management, EMR, HIPAA, Epic Systems, Medicare, Home Care, Medical/Surgical, Managed Care, Case Managment, Cultural Transformation, Administrative Work, General Business..., Retirement Planning, Graphic Design, Signage, Clinical Research, Cpr Certified, BLS, Medicaid, EHR, CPR Certified
Education
Fayetteville State University 2014 — 2016
Bachelor’s Degree, B.S. - Nursing
Guilford Technical Community College 2012 — 2014
Associate’s Degree, Nursing
University of North Carolina at Greensboro 2001 — 2003
Master of Business Administration (M.B.A.)
University of North Carolina at Greensboro 1997 — 2001
Bachelor’s Degree, B.S. - Biology & Pre-Medical, Minor: Business
West Forsyth High School 1994 — 1997
High School Diploma
Lisa McPherson Lisa McPherson's VALIC Experience April 2010 - Present
Job AAMS, Senior Financial Advisor at VALIC
Industry Investment Management
Experience
VALIC April 2010 - Present
Ameriprise Financial Services, Inc. September 2006 - April 2010
Edward D. Jones & Co., L.P. December 2000 - September 2006
Merrill Lynch April 2000 - December 2000
Executive & Estate Planners / Legacy Financial Services September 1999 - April 2000
Skills
Asset Management, Securities, Insurance, Funding, Customer Relations, Microsoft Office, Asset Managment, Customer Service, Investments, Strategic Financial..., Finance, Leadership, Analysis, Small Business, Financial Services, Training, Retirement Planning, Mutual Funds, Employee Benefits, Series 7, Asset Allocation, 401k, Uniform Combined State..., Bonds, Series 63, Life Insurance, Wealth Management, Retirement, Fixed Annuities, Investment Advisory, IRAs, Series 65, Investment Strategies, Financial Planning, Portfolio Management, Financial Advisory
Education
Elmhurst College 1994 — 1997
Bachelor of Science, Business Administration
Roosevelt University
Master of Arts, Training and Development
VALIC April 2010 - Present
Ameriprise Financial Services, Inc. September 2006 - April 2010
Edward D. Jones & Co., L.P. December 2000 - September 2006
Merrill Lynch April 2000 - December 2000
Executive & Estate Planners / Legacy Financial Services September 1999 - April 2000
Skills
Asset Management, Securities, Insurance, Funding, Customer Relations, Microsoft Office, Asset Managment, Customer Service, Investments, Strategic Financial..., Finance, Leadership, Analysis, Small Business, Financial Services, Training, Retirement Planning, Mutual Funds, Employee Benefits, Series 7, Asset Allocation, 401k, Uniform Combined State..., Bonds, Series 63, Life Insurance, Wealth Management, Retirement, Fixed Annuities, Investment Advisory, IRAs, Series 65, Investment Strategies, Financial Planning, Portfolio Management, Financial Advisory
Education
Elmhurst College 1994 — 1997
Bachelor of Science, Business Administration
Roosevelt University
Master of Arts, Training and Development
Janelle Schmidt's VALIC Experience September 2012 - December 2013
Job Searching for an opportunity
Industry Marketing and Advertising
Experience
STORExpress June 2013 - August 2015
VALIC September 2012 - December 2013
Babette's Gowns August 2007 - May 2012
Skills
Microsoft Office, Advertising, Sales, Social Media Marketing, Microsoft Excel, Project Management, Store Management, Designing, Art Production, Microsoft Publisher, Email Marketing, Customer Service, Marketing, Microsoft Word, PowerPoint, Public Speaking, Social Media, Social Networking, Teamwork, Time Management, Research
Education
Duquesne University 2013 — 2015
Bachelor's Degree, Marketing
Community College of Allegheny County 2009 — 2012
Associate's Degree, Business Administration and Management, General
STORExpress June 2013 - August 2015
VALIC September 2012 - December 2013
Babette's Gowns August 2007 - May 2012
Skills
Microsoft Office, Advertising, Sales, Social Media Marketing, Microsoft Excel, Project Management, Store Management, Designing, Art Production, Microsoft Publisher, Email Marketing, Customer Service, Marketing, Microsoft Word, PowerPoint, Public Speaking, Social Media, Social Networking, Teamwork, Time Management, Research
Education
Duquesne University 2013 — 2015
Bachelor's Degree, Marketing
Community College of Allegheny County 2009 — 2012
Associate's Degree, Business Administration and Management, General
Kevin Quesada's VALIC Experience August 2014 - Present
Job Financial Advisor
Industry Investment Management
Experience
VALIC August 2014 - Present
Wells Fargo August 2012 - March 2013
Miami Axis Group LLC 2013 - 2013
J.P. Morgan September 2010 - August 2012
Wachovia Bank August 2009 - September 2010
Skills
Small Business Lending, Consumer Lending, Lines Of Credit, Personal Banking, Series 6, Loans, Home Equity Loans, Commercial Banking, Commercial Lending, Cross Selling, Home Equity Lines of..., Retail Banking, Series 63, Mortgage Lending, Credit, Banking, Mortgage Banking, Loan Origination, Credit Analysis, Refinance, Sales, Commercial Mortgages, Financial Services, Finance, Wealth Management, Investment Management, Investments
Education
Florida International University 2009 — 2011
Bachelor, Finance
Miami-Dade Community College 2007 — 2009
Associates Degree, Accounting
Christopher Columbus High School 2001 — 2005
Diploma, General Studies
VALIC August 2014 - Present
Wells Fargo August 2012 - March 2013
Miami Axis Group LLC 2013 - 2013
J.P. Morgan September 2010 - August 2012
Wachovia Bank August 2009 - September 2010
Skills
Small Business Lending, Consumer Lending, Lines Of Credit, Personal Banking, Series 6, Loans, Home Equity Loans, Commercial Banking, Commercial Lending, Cross Selling, Home Equity Lines of..., Retail Banking, Series 63, Mortgage Lending, Credit, Banking, Mortgage Banking, Loan Origination, Credit Analysis, Refinance, Sales, Commercial Mortgages, Financial Services, Finance, Wealth Management, Investment Management, Investments
Education
Florida International University 2009 — 2011
Bachelor, Finance
Miami-Dade Community College 2007 — 2009
Associates Degree, Accounting
Christopher Columbus High School 2001 — 2005
Diploma, General Studies
Brandon Daniels Brandon Daniels's VALIC Experience July 2012 - June 2015
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
VALIC July 2012 - June 2015
JPMorgan Chase December 2005 - July 2012
Skills
Series 63, Series 6, IRAs, Retirement Planning, Mortgage Lending, Fixed Annuities, 401k, Mutual Funds, Asset Allocation, Variable Annuities, College Savings Plans, Bonds, 529 Plans, Stocks, Business Planning, Deferred Compensation, 403 b, Rollovers, 457 Plans, Life Insurance, Series 7, Series 66, Health Insurance, Uniform Combined State..., Investments, Public Speaking, Customer Service
Education
Chicago State University
Bachelor of Science (B.S.), Business and Personal/Financial Services Marketing Operations
Merrill Lynch June 2015 - Present
VALIC July 2012 - June 2015
JPMorgan Chase December 2005 - July 2012
Skills
Series 63, Series 6, IRAs, Retirement Planning, Mortgage Lending, Fixed Annuities, 401k, Mutual Funds, Asset Allocation, Variable Annuities, College Savings Plans, Bonds, 529 Plans, Stocks, Business Planning, Deferred Compensation, 403 b, Rollovers, 457 Plans, Life Insurance, Series 7, Series 66, Health Insurance, Uniform Combined State..., Investments, Public Speaking, Customer Service
Education
Chicago State University
Bachelor of Science (B.S.), Business and Personal/Financial Services Marketing Operations
Cindi Berdar Cindi Berdar's VALIC Experience January 2001 - November 2014
Job Financial Planner at Financial Management, Inc.
Industry Financial Services
Experience
Financial Management Inc. December 2014 - Present
VALIC January 2001 - November 2014
Spokane Teachers Credit Union May 1997 - January 2001
Inland Northwest Bank March 1996 - May 1997
Skills
Financial Planning, Wealth Management, Finance, Investments, Portfolio Management, Retirement Planning, Loans, Banking, Customer Service, Financial Services, Risk Management
Education
College of Financial Planning 2003 — 2007
Financial Planning and Services
Eastern Washington University 1984 — 1987
Bachelor's degree, Finance, General
Financial Management Inc. December 2014 - Present
VALIC January 2001 - November 2014
Spokane Teachers Credit Union May 1997 - January 2001
Inland Northwest Bank March 1996 - May 1997
Skills
Financial Planning, Wealth Management, Finance, Investments, Portfolio Management, Retirement Planning, Loans, Banking, Customer Service, Financial Services, Risk Management
Education
College of Financial Planning 2003 — 2007
Financial Planning and Services
Eastern Washington University 1984 — 1987
Bachelor's degree, Finance, General
Nehal Thaker, CRPC Nehal Thaker, CRPC's VALIC Experience August 2010 - December 2013
Job Investment Adviser Representative at Voya Financial
Industry Financial Services
Experience
Voya Financial Advisors, Inc. April 2015 - Present
VOYA Financial January 2014 - April 2015
VALIC August 2010 - December 2013
ING July 2004 - August 2010
ING January 2000 - January 2004
Citibank January 1999 - January 2000
Prudential January 1998 - January 1999
Prudential January 1997 - January 1998
Aetna Financial Services 1995 - 1997
Skills
401k, Investments, Retirement, Relationship Management, Retirement Planning, Series 63, Financial Advisory, Mutual Funds, Series 6, Financial Services, Employee Benefits, Wealth Management, New Business Development, Insurance, Series 7, Series 24, Pensions, Business Planning, Securities, Management, Finance, Training, Defined Contribution, Asset Allocation, FINRA, Sales Management, Public Speaking, Selling, Sales, Sales Operations, Mergers & Acquisitions, Fixed Annuities, Series 65, Customer Service, Customer Relations, Consultative Selling
Education
Central Connecticut State University 1992 — 1996
Bachelor of Science Degree, Finance
Voya Financial Advisors, Inc. April 2015 - Present
VOYA Financial January 2014 - April 2015
VALIC August 2010 - December 2013
ING July 2004 - August 2010
ING January 2000 - January 2004
Citibank January 1999 - January 2000
Prudential January 1998 - January 1999
Prudential January 1997 - January 1998
Aetna Financial Services 1995 - 1997
Skills
401k, Investments, Retirement, Relationship Management, Retirement Planning, Series 63, Financial Advisory, Mutual Funds, Series 6, Financial Services, Employee Benefits, Wealth Management, New Business Development, Insurance, Series 7, Series 24, Pensions, Business Planning, Securities, Management, Finance, Training, Defined Contribution, Asset Allocation, FINRA, Sales Management, Public Speaking, Selling, Sales, Sales Operations, Mergers & Acquisitions, Fixed Annuities, Series 65, Customer Service, Customer Relations, Consultative Selling
Education
Central Connecticut State University 1992 — 1996
Bachelor of Science Degree, Finance
Dan Bissontz Dan Bissontz's VALIC Experience September 1992 - August 2014
Job Sr. Financial Advisor, Wealth Consultant at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group August 2014 - Present
VALIC September 1992 - August 2014
Skills
Wealth Management, Strategic Financial..., Retirement Planning
Education
Edinboro University of Pennsylvania 1965 — 1969
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Williams Financial Group August 2014 - Present
VALIC September 1992 - August 2014
Skills
Wealth Management, Strategic Financial..., Retirement Planning
Education
Edinboro University of Pennsylvania 1965 — 1969
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
James Stoddard James Stoddard's VALIC Experience January 2012 - July 2013
Job Director of Sales and Marketing at Capital Wealth Planning LLC
Industry Investment Management
Experience
Capital Wealth Planning March 2015 - Present
Alta Resources August 2014 - February 2015
TZ Insurance Solutions Inc. August 2013 - June 2014
VALIC January 2012 - July 2013
Financial Planning Association (FPA) 2009 - 2012
Lincoln Investment Planning January 2011 - December 2011
LPL Financial August 2006 - January 2011
Constitution Wealth Management August 2006 - January 2011
Fiancial Planning Association SWFLA 2009 - 2011
IATSE Local 38 & 647 March 1997 - April 2007
Skills
investing, Financial Planning, Group Presentations, Series 66, Insurance, Portfolio Management, Customer Relations, Retirement, Annuities, Public Speaking, Series 7, Cold Calling, Risk Management, Strategic Financial..., Asset Allocation, Investments
Education
Florida Gulf Coast University 2006 — 2010
Finance, Financial Planning
Florida Gulf Coast University 2006 — 2010
Bachelor of Science Degree, Finance
Western Michigan University 1980 — 1982
Northville High School
Wayne State University
Wayne State University
Capital Wealth Planning March 2015 - Present
Alta Resources August 2014 - February 2015
TZ Insurance Solutions Inc. August 2013 - June 2014
VALIC January 2012 - July 2013
Financial Planning Association (FPA) 2009 - 2012
Lincoln Investment Planning January 2011 - December 2011
LPL Financial August 2006 - January 2011
Constitution Wealth Management August 2006 - January 2011
Fiancial Planning Association SWFLA 2009 - 2011
IATSE Local 38 & 647 March 1997 - April 2007
Skills
investing, Financial Planning, Group Presentations, Series 66, Insurance, Portfolio Management, Customer Relations, Retirement, Annuities, Public Speaking, Series 7, Cold Calling, Risk Management, Strategic Financial..., Asset Allocation, Investments
Education
Florida Gulf Coast University 2006 — 2010
Finance, Financial Planning
Florida Gulf Coast University 2006 — 2010
Bachelor of Science Degree, Finance
Western Michigan University 1980 — 1982
Northville High School
Wayne State University
Wayne State University
Tara Prichard's VALIC Experience June 2014 - Present
Job Internal Operations Supervisor at VALIC
Industry Financial Services
Experience
VALIC June 2014 - Present
ComPsych July 2011 - June 2014
Hy Vee November 2010 - May 2011
Iowa Attorney General October 2010 - May 2011
Finish Line May 2009 - August 2010
Skills
Legal Research, Customer Relations, Report Writing, Research, Public Speaking, Public Relations, Customer Service, Time Management, Microsoft Excel, Microsoft Office, Event Planning, Interviews, Management, FMLA, Social Networking, Human Resources, Facebook, Sales, PowerPoint, Fundraising, Leadership, Editing
Education
Drake University 2007 — 2011
Bachelor of Arts (B.A.), Dual Degree in Law, Politics and Society (LPS) as well as Politics
VALIC June 2014 - Present
ComPsych July 2011 - June 2014
Hy Vee November 2010 - May 2011
Iowa Attorney General October 2010 - May 2011
Finish Line May 2009 - August 2010
Skills
Legal Research, Customer Relations, Report Writing, Research, Public Speaking, Public Relations, Customer Service, Time Management, Microsoft Excel, Microsoft Office, Event Planning, Interviews, Management, FMLA, Social Networking, Human Resources, Facebook, Sales, PowerPoint, Fundraising, Leadership, Editing
Education
Drake University 2007 — 2011
Bachelor of Arts (B.A.), Dual Degree in Law, Politics and Society (LPS) as well as Politics
Seth Adams Seth Adams's VALIC Experience November 2013 - Present
Job Advisor at VALIC
Industry Financial Services
Experience
VALIC November 2013 - Present
Cross Creek Church (PCA) April 2010 - Present
Prudential Financial, Inc. June 2013 - November 2013
Fayetteville State University, Economics & Finance Club April 2012 - December 2012
US Army, Corps of Engineers September 1999 - April 2009
Skills
Retirement Planning, Investments, Budgets, Strategic Planning, Financial Analysis, Strategic Financial..., Life Insurance, Personal Finance, Financial Planning, Investment Advisory, Retirement Income..., Problem Solving, Nonprofits, Business Communications, Analytical Skills, Critical Thinking, Financial Risk, NC ORP, Analytics, Permanent Life Insurance, Data Analysis, Business Development, Qualitative Research, Series 6, 403(b), Securities, ERISA, Series 65, Tobin's Q, Retirement, People Skills, Microsoft Excel, PowerPoint, Finance, Public Speaking, Insurance, Retirement Income, Leadership, Microsoft Office, Management, Customer Service
Education
Kaplan University 2013 — 2014
Financial Planning and Services
Fayetteville State University 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
VALIC November 2013 - Present
Cross Creek Church (PCA) April 2010 - Present
Prudential Financial, Inc. June 2013 - November 2013
Fayetteville State University, Economics & Finance Club April 2012 - December 2012
US Army, Corps of Engineers September 1999 - April 2009
Skills
Retirement Planning, Investments, Budgets, Strategic Planning, Financial Analysis, Strategic Financial..., Life Insurance, Personal Finance, Financial Planning, Investment Advisory, Retirement Income..., Problem Solving, Nonprofits, Business Communications, Analytical Skills, Critical Thinking, Financial Risk, NC ORP, Analytics, Permanent Life Insurance, Data Analysis, Business Development, Qualitative Research, Series 6, 403(b), Securities, ERISA, Series 65, Tobin's Q, Retirement, People Skills, Microsoft Excel, PowerPoint, Finance, Public Speaking, Insurance, Retirement Income, Leadership, Microsoft Office, Management, Customer Service
Education
Kaplan University 2013 — 2014
Financial Planning and Services
Fayetteville State University 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Caitlin Magidson Caitlin Magidson's VALIC Experience 2010 - 2011
Job CoFounder of DCBolt Productions, LLC
Industry Entertainment
Experience
DCBolt Productions October 2012 - Present
Healthcare Solutions Team 2013 - Present
Freelance June 2010 - Present
Technomedia Solutions, LLC October 2014 - June 2015
Ebb N Flow Yoga April 2014 - October 2014
Divine Heart Center March 2014 - October 2014
Bosse Sports and Health Club February 2014 - October 2014
Wayside Racquet Club February 2014 - October 2014
M1 Interactive October 2012 - February 2013
VALIC 2010 - 2011
Skills
After Effects, Adobe Creative Suite, Graphic Design, Social Networking, Digital Media, Photoshop, Microsoft Office, Motion Graphics, Maya, Lighting, Video Editing, Film, Social Media Marketing, 3D, Visual Effects, Film Production, Editing, Mac, Illustrator, Zbrush, Post Production, Advertising, Facebook, Multimedia, Animation, Web Design, Nuke, Premiere, Creative Writing, Computer Animation, Interaction Design, Logo Design, Illustration, Houdini, Resolume, GrandVJ, XSI, Corporate Branding, OS X, Website Development, Brand Development, Story Art, Silhouette FX, Music Industry, Digital Strategy, Texturing, Cinema 4D, Marketing, Social Media, Management
Education
Tribeca Flashpoint Academy 2012 — 2013
Associate of Arts and Sciences (A.A.S.), Animation, Interactive Technology, Video Graphics and Special Effects
DePaul University 2008 — 2010
Bachelor of Science, Business Administration; Entrepreneurship
Valparaiso High School
DCBolt Productions October 2012 - Present
Healthcare Solutions Team 2013 - Present
Freelance June 2010 - Present
Technomedia Solutions, LLC October 2014 - June 2015
Ebb N Flow Yoga April 2014 - October 2014
Divine Heart Center March 2014 - October 2014
Bosse Sports and Health Club February 2014 - October 2014
Wayside Racquet Club February 2014 - October 2014
M1 Interactive October 2012 - February 2013
VALIC 2010 - 2011
Skills
After Effects, Adobe Creative Suite, Graphic Design, Social Networking, Digital Media, Photoshop, Microsoft Office, Motion Graphics, Maya, Lighting, Video Editing, Film, Social Media Marketing, 3D, Visual Effects, Film Production, Editing, Mac, Illustrator, Zbrush, Post Production, Advertising, Facebook, Multimedia, Animation, Web Design, Nuke, Premiere, Creative Writing, Computer Animation, Interaction Design, Logo Design, Illustration, Houdini, Resolume, GrandVJ, XSI, Corporate Branding, OS X, Website Development, Brand Development, Story Art, Silhouette FX, Music Industry, Digital Strategy, Texturing, Cinema 4D, Marketing, Social Media, Management
Education
Tribeca Flashpoint Academy 2012 — 2013
Associate of Arts and Sciences (A.A.S.), Animation, Interactive Technology, Video Graphics and Special Effects
DePaul University 2008 — 2010
Bachelor of Science, Business Administration; Entrepreneurship
Valparaiso High School
Amanda Battles's VALIC Experience November 2012 - February 2014
Job Social Entrepreneur, Strategist, Changemaker
Industry Public Relations and Communications
Experience
Chicago Urban League July 2015 - Present
Empire Life Magazine January 2015 - Present
House of Battles December 2008 - Present
VALIC November 2012 - February 2014
American Heart Association March 2012 - October 2012
D Magazine / D Custom April 2011 - September 2011
VALIC January 2010 - January 2011
Chrewd Marketing & Promotions May 2007 - August 2007
Ron Sachs Communications January 2007 - April 2007
Skills
Social Media, Social Media Marketing, Public Relations, Content Strategy, Research, Editing, Graphic Design, WordPress, Editorial, Writing, Content Development, Event Planning, Marketing, Blogging, Public Speaking, Community Development, Creative Direction, Journalism, Social Networking, SEO, Analytics, Campaign Strategies, Campaign Management, Press Releases, Web Development, HTML, CSS, Video Production, AP Style
Education
The George Washington University 2015 — 2017
M.P.S., Political Management
Florida Agricultural and Mechanical University 2004 — 2008
B.S., Journalism/Public Relations Minored in Graphic Design
Chicago Urban League July 2015 - Present
Empire Life Magazine January 2015 - Present
House of Battles December 2008 - Present
VALIC November 2012 - February 2014
American Heart Association March 2012 - October 2012
D Magazine / D Custom April 2011 - September 2011
VALIC January 2010 - January 2011
Chrewd Marketing & Promotions May 2007 - August 2007
Ron Sachs Communications January 2007 - April 2007
Skills
Social Media, Social Media Marketing, Public Relations, Content Strategy, Research, Editing, Graphic Design, WordPress, Editorial, Writing, Content Development, Event Planning, Marketing, Blogging, Public Speaking, Community Development, Creative Direction, Journalism, Social Networking, SEO, Analytics, Campaign Strategies, Campaign Management, Press Releases, Web Development, HTML, CSS, Video Production, AP Style
Education
The George Washington University 2015 — 2017
M.P.S., Political Management
Florida Agricultural and Mechanical University 2004 — 2008
B.S., Journalism/Public Relations Minored in Graphic Design
Robert Hyneman Robert Hyneman's VALIC Experience January 2006 - Present
Job District Manager at VALIC
Industry Financial Services
Experience
VALIC January 2006 - Present
VALIC July 2000 - December 2005
Cheboygan Memorial Hospital January 1999 - June 2000
Hi Desert Medical Center July 1991 - January 1999
United States Marine Corps July 1982 - July 1991
Skills
Certified Financial..., Chartered Leadership..., Series 6, 401k, Annuities, IRA's, Series 7, Series 24, Retirement Income..., Sales Management, Crisis Management, Training & Development, Marketing Strategy, Retirement Planning, Fixed Annuities, Mutual Funds, Retirement, Asset Allocation, IRAs, Employee Training, Series 63, Insurance, Investments, Finance, Financial Planning, Series 65, Leadership, Financial Services, Wealth Management, Employee Benefits, Management, Investment Advisory
Education
The American College 2013 — 2015
Retirement Icome Certified Professional®
The American College
Chartered Leadership Fellow®, Business and Personal/Financial Services Marketing Operations
Chapman University
MS, Human Resource Management & Dev.
Southern Illinois University, Carbondale
BS, Electronics Management
VALIC January 2006 - Present
VALIC July 2000 - December 2005
Cheboygan Memorial Hospital January 1999 - June 2000
Hi Desert Medical Center July 1991 - January 1999
United States Marine Corps July 1982 - July 1991
Skills
Certified Financial..., Chartered Leadership..., Series 6, 401k, Annuities, IRA's, Series 7, Series 24, Retirement Income..., Sales Management, Crisis Management, Training & Development, Marketing Strategy, Retirement Planning, Fixed Annuities, Mutual Funds, Retirement, Asset Allocation, IRAs, Employee Training, Series 63, Insurance, Investments, Finance, Financial Planning, Series 65, Leadership, Financial Services, Wealth Management, Employee Benefits, Management, Investment Advisory
Education
The American College 2013 — 2015
Retirement Icome Certified Professional®
The American College
Chartered Leadership Fellow®, Business and Personal/Financial Services Marketing Operations
Chapman University
MS, Human Resource Management & Dev.
Southern Illinois University, Carbondale
BS, Electronics Management
Greta Englert's VALIC Experience October 2014 - Present
Job Executive Sales Assistant
Industry Financial Services
Experience
VALIC October 2014 - Present
Sunglass Hut June 2013 - April 2015
Bed Bath & Beyond October 2010 - July 2013
Skills
Customer Service, Finance, Sales, Time Management, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Merchandising, Retail, Social Media, Visual Merchandising
Education
Duquesne University 2009 — 2014
not received, Psychology
VALIC October 2014 - Present
Sunglass Hut June 2013 - April 2015
Bed Bath & Beyond October 2010 - July 2013
Skills
Customer Service, Finance, Sales, Time Management, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Merchandising, Retail, Social Media, Visual Merchandising
Education
Duquesne University 2009 — 2014
not received, Psychology
Guy Marston Guy Marston's VALIC Experience March 1997 - March 1999
Job Notary Public at Marstons' Mobile Notary Services
Industry Banking
Experience
SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM May 2011 - Present
Marstons' Mobile Notary Services February 2011 - Present
BLW Insurance Agency, Inc-Allstate Insurance Company August 2007 - December 2010
CITIBANK, N.A August 2001 - July 2007
SALOMON SMITH BARNEY INC August 2000 - July 2001
PENSCO PENSION SERVICES March 1999 - April 2000
VALIC March 1997 - March 1999
Bank of California/Union Bank October 1993 - March 1997
Merrills Drugs store August 1983 - October 1993
Skills
Claim, Professional Liability, Commercial Lines, Risk Management, Claims Management, Long-term Care, Retirement Planning, Universal Life, Customer Service, Retirement, Data Entry, Marketing
Education
City College of San Francisco 1985 — 1988
General Studies
St. Paul's High School, Karachi- Pakistan 1971 — 1978
High School Diploma
SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM May 2011 - Present
Marstons' Mobile Notary Services February 2011 - Present
BLW Insurance Agency, Inc-Allstate Insurance Company August 2007 - December 2010
CITIBANK, N.A August 2001 - July 2007
SALOMON SMITH BARNEY INC August 2000 - July 2001
PENSCO PENSION SERVICES March 1999 - April 2000
VALIC March 1997 - March 1999
Bank of California/Union Bank October 1993 - March 1997
Merrills Drugs store August 1983 - October 1993
Skills
Claim, Professional Liability, Commercial Lines, Risk Management, Claims Management, Long-term Care, Retirement Planning, Universal Life, Customer Service, Retirement, Data Entry, Marketing
Education
City College of San Francisco 1985 — 1988
General Studies
St. Paul's High School, Karachi- Pakistan 1971 — 1978
High School Diploma
Jill Levey Schichner Jill Levey Schichner's VALIC Experience 1998 - 2008
Job Office Administrator, Capital Resource Management, Inc.
Industry Financial Services
Experience
Capital Resource Management, Inc. January 2014 - Present
StoneMor Partners L.P. May 2012 - January 2014
BMO Harris Bank February 2010 - May 2012
National City Bank / NatCity Investments (Now PNC) February 2008 - July 2009
VALIC 1998 - 2008
Skills
Analytic Thinking, Problem Solving, Rapid Learning, Advanced Oral and..., Priority Management, Organizational..., Microsoft Office, General Office..., Office Management, Personnel Management, Employee Training, Budgets, Policy, Process Improvement
Education
DePaul University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Capital Resource Management, Inc. January 2014 - Present
StoneMor Partners L.P. May 2012 - January 2014
BMO Harris Bank February 2010 - May 2012
National City Bank / NatCity Investments (Now PNC) February 2008 - July 2009
VALIC 1998 - 2008
Skills
Analytic Thinking, Problem Solving, Rapid Learning, Advanced Oral and..., Priority Management, Organizational..., Microsoft Office, General Office..., Office Management, Personnel Management, Employee Training, Budgets, Policy, Process Improvement
Education
DePaul University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Debi Champlin Debi Champlin's VALIC Experience March 1993 - November 1998
Job Business Analyst Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Fidelity Investments December 1998 - January 2010
VALIC March 1993 - November 1998
Skills
Business Process..., Business Analysis, Requirements Gathering, Financial Services, Process Improvement, Requirements Analysis, 401k, Visio, Vendor Management, SDLC, Business Requirements
Education
University of Phoenix 1990 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Colorado State University 1984 — 1987
Fidelity Investments January 2010 - Present
Fidelity Investments December 1998 - January 2010
VALIC March 1993 - November 1998
Skills
Business Process..., Business Analysis, Requirements Gathering, Financial Services, Process Improvement, Requirements Analysis, 401k, Visio, Vendor Management, SDLC, Business Requirements
Education
University of Phoenix 1990 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Colorado State University 1984 — 1987
Glenda Parks Glenda Parks's VALIC Experience August 2003 - Present
Job Financial Advisor at VALIC Financial Advisors,Inc.
Industry Financial Services
Experience
VALIC August 2003 - Present
Lexington State Bank May 1998 - August 2003
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, 403b and 457b plans, IRAs and Roth IRAs, Brokerage/Cash..., Financial Planning, College 529 Planning, Retirement Planning, Term Life Insurance, Life Insurance, Asset Allocation, Wealth Accumulation, 401k plans and rollovers, Series 7, Series 63, Series 66, IAR
Education
Catawba College 1996 — 2000
Bachelor's Degree, Business Adminsitration
VALIC August 2003 - Present
Lexington State Bank May 1998 - August 2003
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, 403b and 457b plans, IRAs and Roth IRAs, Brokerage/Cash..., Financial Planning, College 529 Planning, Retirement Planning, Term Life Insurance, Life Insurance, Asset Allocation, Wealth Accumulation, 401k plans and rollovers, Series 7, Series 63, Series 66, IAR
Education
Catawba College 1996 — 2000
Bachelor's Degree, Business Adminsitration
Jim Schroth's VALIC Experience June 2013 - December 2013
Job Staff Manager & Registered Principal at W & S Financial
Industry Financial Services
Experience
Western & Southern Financial Group July 2014 - Present
W&S Financial Group Distributors 2014 - 2015
Prudential Financial March 2014 - July 2014
VALIC June 2013 - December 2013
Allstate June 2005 - July 2012
A.G. Edwards & Sons, Inc. January 2001 - June 2005
UBS July 1997 - January 2001
Rent-A-Center August 1986 - February 1996
Education
Eastern Kentucky University 1980 — 1982
Business Management / Industrial Education Technology
Western & Southern Financial Group July 2014 - Present
W&S Financial Group Distributors 2014 - 2015
Prudential Financial March 2014 - July 2014
VALIC June 2013 - December 2013
Allstate June 2005 - July 2012
A.G. Edwards & Sons, Inc. January 2001 - June 2005
UBS July 1997 - January 2001
Rent-A-Center August 1986 - February 1996
Education
Eastern Kentucky University 1980 — 1982
Business Management / Industrial Education Technology
Anthony Yuncker Anthony Yuncker's VALIC Experience September 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
VALIC September 2013 - Present
Edward Jones August 2011 - February 2013
Skills
Series 7, Series 66, Licensed Life & Health..., Variable Annuities, Uniform Combined State..., Fixed Annuities, Strategic Financial..., Insurance, Investments, Wealth Management
Education
Central Michigan University 2004 — 2010
Bachelor of Science (B.S.), Finance, General
VALIC September 2013 - Present
Edward Jones August 2011 - February 2013
Skills
Series 7, Series 66, Licensed Life & Health..., Variable Annuities, Uniform Combined State..., Fixed Annuities, Strategic Financial..., Insurance, Investments, Wealth Management
Education
Central Michigan University 2004 — 2010
Bachelor of Science (B.S.), Finance, General
Yolanda Patino's VALIC Experience 2013 - 2014
Job Management and Marketing
Industry Management Consulting
Experience
VALIC 2013 - 2014
SunTrust Bank July 2006 - August 2012
SunTrust Investment Services July 2006 - August 2012
Colonial Bank - Worth Ave. Palm Beach office 2003 - 2006
Bank United 2001 - 2003
Skills
Business Development, Credit, Banking, Retirement Planning, Strategic Financial..., Investment Advisory, Life Insurance, 401k, Fixed Annuities, Finance, Insurance, Series 63, Wealth Management, Portfolio Management, Mutual Funds, Financial Services, Retirement, Financial Advisory, Small Business Lending, Loans, Commercial Lending, Consumer Lending, Financial Planning, Event Planning
Education
Florida Atlantic University 1999 — 2001
Bachelor of Science (BS), International Business and Trade
Centro de Estudios Superiores Maria Goretti 1989 — 1993
Bachelor's Degree, Financial Administration
VALIC 2013 - 2014
SunTrust Bank July 2006 - August 2012
SunTrust Investment Services July 2006 - August 2012
Colonial Bank - Worth Ave. Palm Beach office 2003 - 2006
Bank United 2001 - 2003
Skills
Business Development, Credit, Banking, Retirement Planning, Strategic Financial..., Investment Advisory, Life Insurance, 401k, Fixed Annuities, Finance, Insurance, Series 63, Wealth Management, Portfolio Management, Mutual Funds, Financial Services, Retirement, Financial Advisory, Small Business Lending, Loans, Commercial Lending, Consumer Lending, Financial Planning, Event Planning
Education
Florida Atlantic University 1999 — 2001
Bachelor of Science (BS), International Business and Trade
Centro de Estudios Superiores Maria Goretti 1989 — 1993
Bachelor's Degree, Financial Administration
Dustin Brock's VALIC Experience September 2013 - Present
Job Pricing Actuary at VALIC
Industry Financial Services
Experience
VALIC September 2013 - Present
Innovation Design Group January 2011 - Present
Advisors Excel February 2010 - July 2013
Derby/Rose Hill High Schools August 2006 - May 2009
Skills
Fixed Annuities, Indexed Annuities, Retirement, Retirement Planning, Life Insurance, Marketing, Insurance, Investments, Financial Services, Mutual Funds, PowerPoint, Financial Advisory, Investment Strategies, Term Life Insurance, Asset Allocation, Health Insurance, Strategic Financial..., 401k, Employee Benefits
Education
Emporia State University 2001 — 2005
Bachelor of Science (BS), Physics with a minor in Mathematics
Wichita State University
MEd, Sport Management
VALIC September 2013 - Present
Innovation Design Group January 2011 - Present
Advisors Excel February 2010 - July 2013
Derby/Rose Hill High Schools August 2006 - May 2009
Skills
Fixed Annuities, Indexed Annuities, Retirement, Retirement Planning, Life Insurance, Marketing, Insurance, Investments, Financial Services, Mutual Funds, PowerPoint, Financial Advisory, Investment Strategies, Term Life Insurance, Asset Allocation, Health Insurance, Strategic Financial..., 401k, Employee Benefits
Education
Emporia State University 2001 — 2005
Bachelor of Science (BS), Physics with a minor in Mathematics
Wichita State University
MEd, Sport Management
Joan Check, CFP® Joan Check, CFP®'s VALIC Experience January 2000 - January 2006
Job Insurance Agent at Check Insurance Agency LLC
Industry Financial Services
Experience
Check Insurance Agency LLC July 2014 - Present
Prudential Financial September 2012 - June 2014
CUNA Mutual Group June 2010 - February 2012
Morgan Stanley Smith Barney January 2006 - July 2009
VALIC January 2000 - January 2006
CitiStreet Advisors (formerly Copeland Companies) 1999 - 2000
Education
Fairleigh Dickinson University
Personal Financial Planning
Felician College
Bachelor's degree, Computer Science;
Felician College
Bachelor's degree, Elementary Education K-8
Check Insurance Agency LLC July 2014 - Present
Prudential Financial September 2012 - June 2014
CUNA Mutual Group June 2010 - February 2012
Morgan Stanley Smith Barney January 2006 - July 2009
VALIC January 2000 - January 2006
CitiStreet Advisors (formerly Copeland Companies) 1999 - 2000
Education
Fairleigh Dickinson University
Personal Financial Planning
Felician College
Bachelor's degree, Computer Science;
Felician College
Bachelor's degree, Elementary Education K-8
Lyndon Crowe Lyndon Crowe's VALIC Experience August 2006 - Present
Job
Industry Financial Services
Experience
VALIC August 2006 - Present
VALIC March 2004 - August 2006
VALIC December 1998 - March 2004
CVS Caremark Corporation August 1988 - August 1998
Skills
Series 6, Business Analysis, Financial Services, Relationship Management, New Business Development, Training, Risk Management, Process Improvement, CRM, Change Management, Management, Leadership, Analysis
Education
Columbus State University
Bachelor of Science (B.S.)
VALIC August 2006 - Present
VALIC March 2004 - August 2006
VALIC December 1998 - March 2004
CVS Caremark Corporation August 1988 - August 1998
Skills
Series 6, Business Analysis, Financial Services, Relationship Management, New Business Development, Training, Risk Management, Process Improvement, CRM, Change Management, Management, Leadership, Analysis
Education
Columbus State University
Bachelor of Science (B.S.)
Lindsay Hanley, CRPS Lindsay Hanley, CRPS's VALIC Experience December 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
VALIC December 2014 - Present
Lincoln Financial Group August 2013 - November 2014
The Retirement Advantage July 2012 - August 2013
Alliance Benefit Group - Pentegra Retirement Services August 2011 - July 2012
ING February 2008 - January 2011
Mutual of America March 2006 - February 2008
Ameriprise Financial Services, Inc. January 2005 - March 2006
Skills
Defined Contribution, Defined Benefit, Series 7, Investments, Pensions, Mutual Funds, Retirement, 401k, 403 b, Series 66, Insurance, Annuities, Health, Disability Insurance, Annuity, Retirement Planning, Health Insurance, Securities, IRA's, Universal Life, Term Life Insurance, Financial Planning, Roth IRA, Whole Life, Wealth Management, Fixed Annuities, Equities, Fixed Income, IRAs, Strategic Financial..., Employee Benefits, Financial Planners, Estate Planning, ETFs, Series 63, Asset Management, Financial Advisory, Investment Advisory, Financial Services, FINRA, Retirement Plan..., Uniform Combined State...
Education
College for Financial Planning 2007 — 2007
Chartered Retirement Plans Specialist
Roger Williams University 1999 — 2004
BS, Biology
VALIC December 2014 - Present
Lincoln Financial Group August 2013 - November 2014
The Retirement Advantage July 2012 - August 2013
Alliance Benefit Group - Pentegra Retirement Services August 2011 - July 2012
ING February 2008 - January 2011
Mutual of America March 2006 - February 2008
Ameriprise Financial Services, Inc. January 2005 - March 2006
Skills
Defined Contribution, Defined Benefit, Series 7, Investments, Pensions, Mutual Funds, Retirement, 401k, 403 b, Series 66, Insurance, Annuities, Health, Disability Insurance, Annuity, Retirement Planning, Health Insurance, Securities, IRA's, Universal Life, Term Life Insurance, Financial Planning, Roth IRA, Whole Life, Wealth Management, Fixed Annuities, Equities, Fixed Income, IRAs, Strategic Financial..., Employee Benefits, Financial Planners, Estate Planning, ETFs, Series 63, Asset Management, Financial Advisory, Investment Advisory, Financial Services, FINRA, Retirement Plan..., Uniform Combined State...
Education
College for Financial Planning 2007 — 2007
Chartered Retirement Plans Specialist
Roger Williams University 1999 — 2004
BS, Biology
Fred Funchess Fred Funchess's VALIC Experience March 2011 - February 2012
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA July 2012 - Present
VALIC March 2011 - February 2012
VALIC March 2011 - January 2012
Edward Jones May 2010 - February 2011
Edward Jones May 2010 - February 2011
VALIC 2011 - 2011
University of Phoenix June 2008 - May 2010
University of Phoenix June 2008 - May 2010
Wright Patterson Air Force Base Medical Center March 2004 - June 2008
Wright Patterson Air Force Base Medical Center March 2004 - June 2008
Skills
Hazardous Waste..., Logistics, Data Acquisition, Cross-functional Team..., Team Building, Training, Analysis, Budgets, Customer Service, Executive Management, Human Resources, Integration, Leadership, Management, Microsoft Office, Military, Policy, Project Planning, Recruiting, Strategic Financial..., Investments, Leadership Development, Strategic Planning
Education
University of Phoenix, University of Phoenix 2003 — 2009
Master's, Management
University of Phoenix, University of Phoenix 2002 — 2009
Bachelor of Science, Finance; Business Administration and Business Finance
University of Phoenix 2003 — 2007
2009, Master of Managment
MILSTAR Command Post Terminal 2000 — 2000
PDS: Code: R54, Satellite
Community College of the Air Force 1996 — 1998
Associate, Information Systems Technology
Cheonggang Academy
Associate Degree, Information Systems Technology
Community College of the Air Force
Bachelor of Science, Business Administration
University of Phoenix
Bachelor of Science, Finance
University of Phoenix
Master, Management
USAA July 2012 - Present
VALIC March 2011 - February 2012
VALIC March 2011 - January 2012
Edward Jones May 2010 - February 2011
Edward Jones May 2010 - February 2011
VALIC 2011 - 2011
University of Phoenix June 2008 - May 2010
University of Phoenix June 2008 - May 2010
Wright Patterson Air Force Base Medical Center March 2004 - June 2008
Wright Patterson Air Force Base Medical Center March 2004 - June 2008
Skills
Hazardous Waste..., Logistics, Data Acquisition, Cross-functional Team..., Team Building, Training, Analysis, Budgets, Customer Service, Executive Management, Human Resources, Integration, Leadership, Management, Microsoft Office, Military, Policy, Project Planning, Recruiting, Strategic Financial..., Investments, Leadership Development, Strategic Planning
Education
University of Phoenix, University of Phoenix 2003 — 2009
Master's, Management
University of Phoenix, University of Phoenix 2002 — 2009
Bachelor of Science, Finance; Business Administration and Business Finance
University of Phoenix 2003 — 2007
2009, Master of Managment
MILSTAR Command Post Terminal 2000 — 2000
PDS: Code: R54, Satellite
Community College of the Air Force 1996 — 1998
Associate, Information Systems Technology
Cheonggang Academy
Associate Degree, Information Systems Technology
Community College of the Air Force
Bachelor of Science, Business Administration
University of Phoenix
Bachelor of Science, Finance
University of Phoenix
Master, Management
Josh Hunley's VALIC Experience January 2015 - Present
Job District Manager at VALIC
Industry Financial Services
Experience
VALIC January 2015 - Present
VALIC September 2010 - January 2015
Northwestern Mutual September 2008 - August 2010
Skills
Time Management, Strategic Financial..., Small Business, Retirement Planning, Insurance, 401k, Networking, Public Speaking, Investments, Real Estate, Business Development, Fundraising, Wealth Management, Sales Management, Microsoft Excel, Financial Advisory, Financial Planning, Finance
Education
Eastern Kentucky University 2003 — 2007
BBA, Finance
VALIC January 2015 - Present
VALIC September 2010 - January 2015
Northwestern Mutual September 2008 - August 2010
Skills
Time Management, Strategic Financial..., Small Business, Retirement Planning, Insurance, 401k, Networking, Public Speaking, Investments, Real Estate, Business Development, Fundraising, Wealth Management, Sales Management, Microsoft Excel, Financial Advisory, Financial Planning, Finance
Education
Eastern Kentucky University 2003 — 2007
BBA, Finance
Sung Jeanie Sung Jeanie's VALIC Experience June 2008 - Present
Job Investment Advisor at VALIC
Industry Financial Services
Experience
VALIC June 2008 - Present
Skills
Retirement Planning, Investment Advisory, Wealth Management, Mutual Funds, Retirement, Series 7, Asset Allocation, IRAs, Investment Strategies, Uniform Combined State..., Wealth Accumulation, Fixed Annuities, Strategic Financial..., Investments, Financial Advisory, 401k
Education
CUNY New York City College of Technology
Hawaii Pacific University
VALIC June 2008 - Present
Skills
Retirement Planning, Investment Advisory, Wealth Management, Mutual Funds, Retirement, Series 7, Asset Allocation, IRAs, Investment Strategies, Uniform Combined State..., Wealth Accumulation, Fixed Annuities, Strategic Financial..., Investments, Financial Advisory, 401k
Education
CUNY New York City College of Technology
Hawaii Pacific University
Melinda Gaertner's VALIC Experience November 2010 - January 2011
Job Investment Services & Marketing Administrator at Precision Financial Services
Industry Financial Services
Experience
Precision Financial Services January 2012 - Present
State of New Jersey June 2005 - Present
Nisivoccia LLP January 2011 - December 2011
Liberty Tax Service January 2011 - May 2011
VALIC November 2010 - January 2011
Morristown Financial Group July 2008 - May 2010
Timothy J. Brunnock, Esq July 2008 - May 2010
Raymond James Financial January 2006 - July 2008
RBC Dain Rauscher (formerly Gibraltar Securities) May 2001 - January 2006
Hennion & Walsh December 1999 - May 2001
Skills
Financial Services, series 66, Series 7, Strategic Financial..., Securities, Estate Planning, Retirement Planning, Appointment Scheduling, Investments, Insurance, Mutual Funds, Financial Planners, Administrative..., Superior Client Service, Marketing Communications, Software Documentation, Organization, Problem Solving
Education
Liberty Tax 2010 — 2010
Tax Preparation
County College of Morris 2000 — 2001
Business
Lenape Valley Regional High School 1992 — 1996
Precision Financial Services January 2012 - Present
State of New Jersey June 2005 - Present
Nisivoccia LLP January 2011 - December 2011
Liberty Tax Service January 2011 - May 2011
VALIC November 2010 - January 2011
Morristown Financial Group July 2008 - May 2010
Timothy J. Brunnock, Esq July 2008 - May 2010
Raymond James Financial January 2006 - July 2008
RBC Dain Rauscher (formerly Gibraltar Securities) May 2001 - January 2006
Hennion & Walsh December 1999 - May 2001
Skills
Financial Services, series 66, Series 7, Strategic Financial..., Securities, Estate Planning, Retirement Planning, Appointment Scheduling, Investments, Insurance, Mutual Funds, Financial Planners, Administrative..., Superior Client Service, Marketing Communications, Software Documentation, Organization, Problem Solving
Education
Liberty Tax 2010 — 2010
Tax Preparation
County College of Morris 2000 — 2001
Business
Lenape Valley Regional High School 1992 — 1996
Nick Hileman's VALIC Experience November 2011 - March 2014
Job Wealth Advisor at Cambridge Investment Research
Industry Investment Management
Experience
Cambridge Investment Research March 2014 - Present
VALIC November 2011 - March 2014
TIAA-CREF January 2006 - February 2011
T Rowe Price November 2002 - January 2006
Skills
Retirement Planning, Mutual Funds, Investments, Finance, IRAs, Personal Financial...
Education
University of Maryland College Park 1999 — 2001
BA, Economics
College of Southern Maryland 1998 — 1999
AA, Business Management
Cornell University 1996 — 1998
Westlake High School 1991 — 1998
Westlake 1991 — 1996
Cambridge Investment Research March 2014 - Present
VALIC November 2011 - March 2014
TIAA-CREF January 2006 - February 2011
T Rowe Price November 2002 - January 2006
Skills
Retirement Planning, Mutual Funds, Investments, Finance, IRAs, Personal Financial...
Education
University of Maryland College Park 1999 — 2001
BA, Economics
College of Southern Maryland 1998 — 1999
AA, Business Management
Cornell University 1996 — 1998
Westlake High School 1991 — 1998
Westlake 1991 — 1996
Brian Schwab's VALIC Experience December 2014 - Present
Job Center Director at Sylvan Learning
Industry Education Management
Experience
VALIC December 2014 - Present
Tidewater Sharks Soccer Club September 2013 - January 2015
Sylvan Learning August 2014 - November 2014
Edward Jones January 2014 - July 2014
State Farm December 2011 - September 2013
Mission Pharmacal May 2009 - December 2011
inVentiv Health August 2007 - October 2008
Williamsburg James City County Public Schools August 2000 - August 2007
Virginia Legacy Soccer Club August 1999 - August 2007
Christopher Newport University August 1999 - August 2005
Skills
Public Speaking, Social Media, Marketing, Cold Calling, Sales Management, Account Management, Team Building, Contract Negotiation, Sales, Management, New Business Development, Public Relations, Event Management, Property & Casualty..., Customer Service, Microsoft Office, PowerPoint, Leadership, Commercial Insurance, Sales Operations, Marketing Strategy, Strategic Planning, Event Planning
Education
Christopher Newport University 1996 — 1999
Bachelor of Arts (B.A.), Biology
Mercer University 1995 — 1996
VALIC December 2014 - Present
Tidewater Sharks Soccer Club September 2013 - January 2015
Sylvan Learning August 2014 - November 2014
Edward Jones January 2014 - July 2014
State Farm December 2011 - September 2013
Mission Pharmacal May 2009 - December 2011
inVentiv Health August 2007 - October 2008
Williamsburg James City County Public Schools August 2000 - August 2007
Virginia Legacy Soccer Club August 1999 - August 2007
Christopher Newport University August 1999 - August 2005
Skills
Public Speaking, Social Media, Marketing, Cold Calling, Sales Management, Account Management, Team Building, Contract Negotiation, Sales, Management, New Business Development, Public Relations, Event Management, Property & Casualty..., Customer Service, Microsoft Office, PowerPoint, Leadership, Commercial Insurance, Sales Operations, Marketing Strategy, Strategic Planning, Event Planning
Education
Christopher Newport University 1996 — 1999
Bachelor of Arts (B.A.), Biology
Mercer University 1995 — 1996
Fernanda Moncure's VALIC Experience 2004 - 2006
Job Financial
Industry Consumer Goods
Experience
Northwestern Mutual September 2013 - November 2014
takeoutBaby January 2010 - August 2013
VALIC 2004 - 2006
Citifinancial Consumer Finance India Ltd 2001 - 2004
Skills
Problem Solving, Strategic Planning, Leadership, Budgets, Team Building, Public Speaking, Business Strategy, Strategy, Team Leadership, Traveling with Children, Marketing, Microsoft Office
Education
Denison University
Northwestern Mutual September 2013 - November 2014
takeoutBaby January 2010 - August 2013
VALIC 2004 - 2006
Citifinancial Consumer Finance India Ltd 2001 - 2004
Skills
Problem Solving, Strategic Planning, Leadership, Budgets, Team Building, Public Speaking, Business Strategy, Strategy, Team Leadership, Traveling with Children, Marketing, Microsoft Office
Education
Denison University
William Ferguson,'s VALIC Experience 2011 - 2011
Job Business Development Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services October 2014 - Present
Fidelity Investments July 2011 - October 2014
VALIC 2011 - 2011
Charles Schwab May 2008 - November 2010
E*TRADE Financial 2006 - 2008
Fidelity Investments 2001 - 2006
Crestar/Suntrust 1998 - 1999
Skills
Mutual Funds, Risk Management, Performance Management, 401k, Strategic Planning, Business Strategy, Compliance, Performance Improvement, Customer Service, Territory Planning, Customer Relations, Territory Analysis, Recruiting, B2B Marketing, Insurance, Training, Financial Advisory, Series 7, Strategy, Financial Services, Series 63, Retirement Planning, Investments, Wealth Management, Management, Securities, Finance
Education
Geneva College 2001 — 2004
MS, Organizational Leadership
Clarion University of Pennsylvania 1983 — 1988
BS, Management
Alliance High School 1979 — 1983
HD Vest Financial Services October 2014 - Present
Fidelity Investments July 2011 - October 2014
VALIC 2011 - 2011
Charles Schwab May 2008 - November 2010
E*TRADE Financial 2006 - 2008
Fidelity Investments 2001 - 2006
Crestar/Suntrust 1998 - 1999
Skills
Mutual Funds, Risk Management, Performance Management, 401k, Strategic Planning, Business Strategy, Compliance, Performance Improvement, Customer Service, Territory Planning, Customer Relations, Territory Analysis, Recruiting, B2B Marketing, Insurance, Training, Financial Advisory, Series 7, Strategy, Financial Services, Series 63, Retirement Planning, Investments, Wealth Management, Management, Securities, Finance
Education
Geneva College 2001 — 2004
MS, Organizational Leadership
Clarion University of Pennsylvania 1983 — 1988
BS, Management
Alliance High School 1979 — 1983
Brian Little, CFP's VALIC Experience 2008 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
VALIC 2008 - Present
CMC Advisers November 2006 - April 2008
Hewlett-Packard 2000 - 2006
Education
University of Portland 2005 — 2006
Financial Planning Certificate
Colorado State University 2001 — 2003
MBA
Linfield College 1993 — 1997
B.S.
VALIC 2008 - Present
CMC Advisers November 2006 - April 2008
Hewlett-Packard 2000 - 2006
Education
University of Portland 2005 — 2006
Financial Planning Certificate
Colorado State University 2001 — 2003
MBA
Linfield College 1993 — 1997
B.S.
Benjamin Ezrine's VALIC Experience July 2012 - November 2012
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial November 2012 - Present
VALIC July 2012 - November 2012
AXA Advisors October 2008 - May 2012
Daniels College of Business 2006 - 2008
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Finance
Elon University 2002 — 2006
BA, Corporate Communications
E*TRADE Financial November 2012 - Present
VALIC July 2012 - November 2012
AXA Advisors October 2008 - May 2012
Daniels College of Business 2006 - 2008
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Finance
Elon University 2002 — 2006
BA, Corporate Communications
Malcolm Horn,CFP®'s VALIC Experience July 2009 - June 2012
Job Financial Advisor at Presidential Brokerage
Industry Financial Services
Experience
Presidential Brokerage June 2012 - Present
VALIC July 2009 - June 2012
MBC Wealth Management July 2008 - July 2009
VALIC May 2002 - May 2008
Advanced Equities July 2001 - February 2002
Skills
Retirement Planning, College Savings Plans, Mutual Funds, Annuities, Managed Accounts, Insurance Planning, Long Term Care, Fixed Income, Long-term Care, Fixed Annuities, Financial Planners, Finance, Wealth, Investments, Retirement, IRAs, 401k, Certified Financial..., Financial Planning, Managing Accounts
Education
DePaul University 2006 — 2007
Foundation degree, Financial Planning and Services
University of Missouri-Columbia 1997 — 2000
Bachelor of Arts (BA), Interdisciplinary Studies
Presidential Brokerage June 2012 - Present
VALIC July 2009 - June 2012
MBC Wealth Management July 2008 - July 2009
VALIC May 2002 - May 2008
Advanced Equities July 2001 - February 2002
Skills
Retirement Planning, College Savings Plans, Mutual Funds, Annuities, Managed Accounts, Insurance Planning, Long Term Care, Fixed Income, Long-term Care, Fixed Annuities, Financial Planners, Finance, Wealth, Investments, Retirement, IRAs, 401k, Certified Financial..., Financial Planning, Managing Accounts
Education
DePaul University 2006 — 2007
Foundation degree, Financial Planning and Services
University of Missouri-Columbia 1997 — 2000
Bachelor of Arts (BA), Interdisciplinary Studies
Betsy (Conway) Fryday's VALIC Experience February 2005 - September 2005
Job Sr Production Manager at Athleta
Industry Retail
Experience
Athleta July 2015 - Present
Athleta March 2014 - July 2015
Athleta July 2013 - March 2014
Nordstrom Product Group February 2012 - June 2013
Gap Inc./Old Navy February 2011 - June 2011
Gap Inc./Old Navy September 2009 - February 2011
Gap Inc./Old Navy November 2007 - September 2009
Gap Inc. March 2007 - November 2007
Gymboree October 2005 - November 2006
VALIC February 2005 - September 2005
Skills
Global Sourcing, Garment Construction, Pricing Negotiation, Pricing Strategy, Product Development, Product Design, Retail, Strategy, Merchandising, Trend, Sourcing, Cross-functional Team..., Wovens, Trend Analysis, Denim
Education
Fashion Institute of Design & Merchandising 2005 — 2006
AA, Product Development
Santa Clara University 2000 — 2004
BA, Economics and Spanish
Athleta July 2015 - Present
Athleta March 2014 - July 2015
Athleta July 2013 - March 2014
Nordstrom Product Group February 2012 - June 2013
Gap Inc./Old Navy February 2011 - June 2011
Gap Inc./Old Navy September 2009 - February 2011
Gap Inc./Old Navy November 2007 - September 2009
Gap Inc. March 2007 - November 2007
Gymboree October 2005 - November 2006
VALIC February 2005 - September 2005
Skills
Global Sourcing, Garment Construction, Pricing Negotiation, Pricing Strategy, Product Development, Product Design, Retail, Strategy, Merchandising, Trend, Sourcing, Cross-functional Team..., Wovens, Trend Analysis, Denim
Education
Fashion Institute of Design & Merchandising 2005 — 2006
AA, Product Development
Santa Clara University 2000 — 2004
BA, Economics and Spanish
Robert Faucett's VALIC Experience July 2006 - Present
Job Sr. Account Manager at VALIC
Industry Financial Services
Experience
VALIC July 2006 - Present
Invesco Aim February 2005 - October 2005
Invesco Aim May 1996 - October 2005
Skills
Mutual Funds, Retirement, 401k, Securities, Fixed Annuities, Asset Allocation, Asset Managment, Series 6, Insurance, Relationship Management, Portfolio Management, Series 63, Asset Management, Retirement Planning, Investments, Financial Services
Education
Colorado State University 1986 — 1998
Bachelors, Finance
Colorado State University 1986 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
VALIC July 2006 - Present
Invesco Aim February 2005 - October 2005
Invesco Aim May 1996 - October 2005
Skills
Mutual Funds, Retirement, 401k, Securities, Fixed Annuities, Asset Allocation, Asset Managment, Series 6, Insurance, Relationship Management, Portfolio Management, Series 63, Asset Management, Retirement Planning, Investments, Financial Services
Education
Colorado State University 1986 — 1998
Bachelors, Finance
Colorado State University 1986 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Leah Lund's VALIC Experience 1997 - 1999
Job Inside Sales Customer Service Representative at Milestone AV Technologies
Industry Import and Export
Experience
Milestone AV Technologies June 2002 - Present
Milestone AV Technologies June 2002 - Present
Assurant Employee Benefits 1999 - 2002
VALIC 1997 - 1999
Education
Crown College 1989 — 1993
BS, Youth Ministry, Bible, Theology
Beaver River Christian School 1987 — 1989
High School
St. Paul's Academy 1984 — 1987
High School
Floodwood Lincoln School 1976 — 1984
Elementary School
Minneapolis School of Bodywork and Massage
Massage Therapy
Milestone AV Technologies June 2002 - Present
Milestone AV Technologies June 2002 - Present
Assurant Employee Benefits 1999 - 2002
VALIC 1997 - 1999
Education
Crown College 1989 — 1993
BS, Youth Ministry, Bible, Theology
Beaver River Christian School 1987 — 1989
High School
St. Paul's Academy 1984 — 1987
High School
Floodwood Lincoln School 1976 — 1984
Elementary School
Minneapolis School of Bodywork and Massage
Massage Therapy
Dida Langsdale's VALIC Experience September 2012 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC September 2012 - Present
New York Life September 2007 - September 2012
Wells Fargo 2004 - 2007
Skills
Sales, Retirement Planning, Life Insurance, Insurance, Management, Finance, Financial Services, Fixed Annuities, Retirement, Long-term Care, Investments, Mutual Funds, Marketing, Leadership, Financial Planning, Disability Insurance, 401k Rollovers, IRAs, Roth IRA, Small Business, Term Life Insurance, Wealth Accumulation
Education
Florida Atlantic University 1992 — 1997
Bachelors, Psychology, & English Literature with concentration in Speech Communication
VALIC September 2012 - Present
New York Life September 2007 - September 2012
Wells Fargo 2004 - 2007
Skills
Sales, Retirement Planning, Life Insurance, Insurance, Management, Finance, Financial Services, Fixed Annuities, Retirement, Long-term Care, Investments, Mutual Funds, Marketing, Leadership, Financial Planning, Disability Insurance, 401k Rollovers, IRAs, Roth IRA, Small Business, Term Life Insurance, Wealth Accumulation
Education
Florida Atlantic University 1992 — 1997
Bachelors, Psychology, & English Literature with concentration in Speech Communication
Walter D'Souza's VALIC Experience April 2003 - May 2006
Job Participant Account Executive at Mutual of America
Industry Financial Services
Experience
Mutual of America May 2006 - Present
VALIC April 2003 - May 2006
Farmers Insurance 1998 - 2002
Skills
Qualified Retirement..., Investments, Strategic Planning, Strategic Financial..., Customer Service, Microsoft Word, Sales, Wealth Management, Microsoft Excel, Underwriting, Employee Benefits, Life Insurance, Fixed Annuities, Health Insurance, Forecasting, Insurance, Employee Training, Variable Annuities
Education
College for Financial Planning 2008 — 2009
Chartered Retirement Plan Specialist (CRPS)
Life Office Management Association 1994 — 1997
Fellow, Life Manaement Institute (FLMI)
George Mason University
Bachelor’s Degree, Business Administration and Management, General
Mutual of America May 2006 - Present
VALIC April 2003 - May 2006
Farmers Insurance 1998 - 2002
Skills
Qualified Retirement..., Investments, Strategic Planning, Strategic Financial..., Customer Service, Microsoft Word, Sales, Wealth Management, Microsoft Excel, Underwriting, Employee Benefits, Life Insurance, Fixed Annuities, Health Insurance, Forecasting, Insurance, Employee Training, Variable Annuities
Education
College for Financial Planning 2008 — 2009
Chartered Retirement Plan Specialist (CRPS)
Life Office Management Association 1994 — 1997
Fellow, Life Manaement Institute (FLMI)
George Mason University
Bachelor’s Degree, Business Administration and Management, General
Cary Scott Sheppard's VALIC Experience September 1999 - Present
Job Financial Estate planner at VALIC
Industry Financial Services
Experience
VALIC September 1999 - Present
Skills
Management, Sales, Leadership, Process Improvement, Social Media, Research, Budgets, Negotiation, Microsoft Excel, Asset Management, Estate Planning
Education
Columbus State University 2003 — 2008
Bachelor of Business Administration (B.B.A.) Minor in Comm, Financial Planning and Services
Columbus State University 1992 — 1998
BS & Minor, Finance & Comm
VALIC September 1999 - Present
Skills
Management, Sales, Leadership, Process Improvement, Social Media, Research, Budgets, Negotiation, Microsoft Excel, Asset Management, Estate Planning
Education
Columbus State University 2003 — 2008
Bachelor of Business Administration (B.B.A.) Minor in Comm, Financial Planning and Services
Columbus State University 1992 — 1998
BS & Minor, Finance & Comm
Jon Matheny's VALIC Experience 2011 - 2011
Job Senior Financial Analyst
Industry Information Technology and Services
Experience
Xerox February 2015 - Present
Xerox November 2013 - Present
Xerox April 2013 - November 2013
Xerox October 2012 - March 2013
VALIC 2011 - 2011
ICMA-RC 2009 - 2009
Skills
Excel, Microsoft Office, PowerPoint, Word, Web Design, eBay, Reporting & Analysis, Financial Reporting, Financial Analysis, Business Analysis, Data Analysis, Marketing, Social Networking, Salesforce.com, Analysis, Microsoft Word, Public Speaking, Social Media Marketing, Strategic Planning, Market Research, Customer Service, Financial Modeling, Microsoft Excel, Access
Education
Elon University - Martha and Spencer Love School of Business
BSBA, Entrepreneurship
Bishop O'Connell High School
Xerox February 2015 - Present
Xerox November 2013 - Present
Xerox April 2013 - November 2013
Xerox October 2012 - March 2013
VALIC 2011 - 2011
ICMA-RC 2009 - 2009
Skills
Excel, Microsoft Office, PowerPoint, Word, Web Design, eBay, Reporting & Analysis, Financial Reporting, Financial Analysis, Business Analysis, Data Analysis, Marketing, Social Networking, Salesforce.com, Analysis, Microsoft Word, Public Speaking, Social Media Marketing, Strategic Planning, Market Research, Customer Service, Financial Modeling, Microsoft Excel, Access
Education
Elon University - Martha and Spencer Love School of Business
BSBA, Entrepreneurship
Bishop O'Connell High School
Myles O'Reilly's VALIC Experience March 2008 - January 2012
Job Principal
Industry Investment Management
Experience
O'REILLY FINANCIAL January 2012 - Present
VALIC March 2008 - January 2012
Merrill Lynch September 2005 - January 2008
Skills
Retirement, Wealth Management, Fixed Annuities, Estate Planning, Investments, Long-term Care, Retirement Planning, Investment Advisory, Life Insurance, Asset Allocation, Mutual Funds, Series 7, Insurance, Alternative Investments, 401k, IRAs, Term Life Insurance, Disability Insurance, Financial Planning, Asset Management, Portfolio Management, Investment Strategies, Equities, Securities, Bonds, Retirement Income..., Annuities, Wealth, Financial Analysis, Risk Management, Fixed Income, Pensions, Financial Advisory, Series 66
Education
Central Methodist College
O'REILLY FINANCIAL January 2012 - Present
VALIC March 2008 - January 2012
Merrill Lynch September 2005 - January 2008
Skills
Retirement, Wealth Management, Fixed Annuities, Estate Planning, Investments, Long-term Care, Retirement Planning, Investment Advisory, Life Insurance, Asset Allocation, Mutual Funds, Series 7, Insurance, Alternative Investments, 401k, IRAs, Term Life Insurance, Disability Insurance, Financial Planning, Asset Management, Portfolio Management, Investment Strategies, Equities, Securities, Bonds, Retirement Income..., Annuities, Wealth, Financial Analysis, Risk Management, Fixed Income, Pensions, Financial Advisory, Series 66
Education
Central Methodist College
Eva Flaster's VALIC Experience December 2011 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC December 2011 - Present
CHARLES SCHWAB CORPORATION February 2004 - April 2010
THE VANGUARD GROUP September 2002 - February 2004
Salomon Smith Barney January 1998 - January 2002
CAPITAL MARKET RISK ADVISORS, INC January 1994 - January 1998
Citicorp 1990 - 1994
CITIBANK, N.A. 1987 - 1989
CITIBANK, N.A. 1985 - 1987
Skills
Investments, Customer Relations, Banking, Retirement, Mutual Funds, Series 7, Wealth Management, Financial Planning, Securities
Education
Bronx H.S. of Science
City University of New York City College
BA, English
Columbia University, New York
Marketing, Management
Hunter College
MA Program, English Literature
New School, New York
MA Program, Urban Affairs & Policy Analysis
VALIC December 2011 - Present
CHARLES SCHWAB CORPORATION February 2004 - April 2010
THE VANGUARD GROUP September 2002 - February 2004
Salomon Smith Barney January 1998 - January 2002
CAPITAL MARKET RISK ADVISORS, INC January 1994 - January 1998
Citicorp 1990 - 1994
CITIBANK, N.A. 1987 - 1989
CITIBANK, N.A. 1985 - 1987
Skills
Investments, Customer Relations, Banking, Retirement, Mutual Funds, Series 7, Wealth Management, Financial Planning, Securities
Education
Bronx H.S. of Science
City University of New York City College
BA, English
Columbia University, New York
Marketing, Management
Hunter College
MA Program, English Literature
New School, New York
MA Program, Urban Affairs & Policy Analysis
Greg Crawford's VALIC Experience February 2011 - March 2012
Job Digital Marketing Executive
Industry Marketing and Advertising
Experience
Dex One March 2012 - Present
VALIC February 2011 - March 2012
ICON Advisers December 2009 - February 2011
The Hartford March 2005 - July 2009
Countrywide Home Loans January 2004 - March 2005
Qwest Communications June 2001 - January 2004
Qubit Technology August 2000 - June 2001
WorldCom August 1999 - July 2000
Echostar September 1995 - July 1999
Skills
SEO, Account Management, Print Media Sales, Google Adwords, Salesforce.com, Customer Service, Project Delivery, Product Development, WebEx Certified, New Business Development, Small Business, Project Portfolio..., Technology Development, iTV, Creative Development, Pixelmator, Entrepreneurial Skills, Entrepreneurial..., Financial Advisory, Annuities, Options, Financial Planning, Strategic Financial..., Advertising, Email Marketing, Management, Sales Management
Education
University of Denver 1997 — 1999
Masters in Telecommunications, Telecommunications
Colorado State University 1989 — 1994
BA, geology, political science
DHS 1984 — 1987
General, HS
Dex One March 2012 - Present
VALIC February 2011 - March 2012
ICON Advisers December 2009 - February 2011
The Hartford March 2005 - July 2009
Countrywide Home Loans January 2004 - March 2005
Qwest Communications June 2001 - January 2004
Qubit Technology August 2000 - June 2001
WorldCom August 1999 - July 2000
Echostar September 1995 - July 1999
Skills
SEO, Account Management, Print Media Sales, Google Adwords, Salesforce.com, Customer Service, Project Delivery, Product Development, WebEx Certified, New Business Development, Small Business, Project Portfolio..., Technology Development, iTV, Creative Development, Pixelmator, Entrepreneurial Skills, Entrepreneurial..., Financial Advisory, Annuities, Options, Financial Planning, Strategic Financial..., Advertising, Email Marketing, Management, Sales Management
Education
University of Denver 1997 — 1999
Masters in Telecommunications, Telecommunications
Colorado State University 1989 — 1994
BA, geology, political science
DHS 1984 — 1987
General, HS
Kenneth Beals's VALIC Experience October 1998 - September 2008
Job Registered Representative with The Carillon Group Securities offered through Signator Investors, Inc
Industry Financial Services
Experience
The Carillon Group Financial Services ProfessionalAnchor Financial Group/a General Agency with the companies of OneAmericaFebruary 2013 - May 2014
Oneamerica Securities May 2009 - February 2013
VALIC October 1998 - September 2008
MassMutual Financial Group 1993 - 1996
Education
Plymouth State University 1972 — 1974
BS, physical education
Dean College 1969 — 1971
AS, physical education
The Carillon Group Financial Services ProfessionalAnchor Financial Group/a General Agency with the companies of OneAmericaFebruary 2013 - May 2014
Oneamerica Securities May 2009 - February 2013
VALIC October 1998 - September 2008
MassMutual Financial Group 1993 - 1996
Education
Plymouth State University 1972 — 1974
BS, physical education
Dean College 1969 — 1971
AS, physical education
Lynn Redding's VALIC Experience May 1999 - September 2011
Job Financial Planner
Industry Financial Services
Experience
VALIC May 1999 - September 2011
Education
Diablo Valley College
VALIC May 1999 - September 2011
Education
Diablo Valley College
Edmund Cody's VALIC Experience April 2012 - February 2013
Job EXPERIENCED FINANCIAL ADVISOR
Industry Financial Services
Experience
Trilogy Financial Services January 2015 - Present
VALIC April 2012 - February 2013
QA3 Financial Corporation June 2006 - April 2012
FSC Securities June 2006 - April 2012
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 24, Series 7, Retirement, Mutual Funds, Investment Advisory, Estate Planning, Portfolio Management, Asset Allocation, Fixed Annuities, Financial Advisory, Series 63, Investment Strategies, Financial Planning
Education
University of Pittsburgh 1955 — 1958
Master's degree, Finance, General
Drexel University - College of Business and Administration 1949 — 1954
Bachelor of Business Administration (B.B.A.), Finance, General
Trilogy Financial Services January 2015 - Present
VALIC April 2012 - February 2013
QA3 Financial Corporation June 2006 - April 2012
FSC Securities June 2006 - April 2012
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 24, Series 7, Retirement, Mutual Funds, Investment Advisory, Estate Planning, Portfolio Management, Asset Allocation, Fixed Annuities, Financial Advisory, Series 63, Investment Strategies, Financial Planning
Education
University of Pittsburgh 1955 — 1958
Master's degree, Finance, General
Drexel University - College of Business and Administration 1949 — 1954
Bachelor of Business Administration (B.B.A.), Finance, General
Kevin Haggard, Sr.'s VALIC Experience September 2011 - June 2012
Job Certified Financial Planner (TM)
Industry Financial Services
Experience
Marcus Tubman Financial Services, LLC November 2014 - Present
HD Vest Investment Services SM November 2014 - Present
Zeiders Enterprises, Inc. August 2014 - Present
Fifth Third Bank May 2013 - March 2014
Edward Jones July 2012 - February 2013
VALIC September 2011 - June 2012
Chase Bank October 2009 - September 2011
Skills
Wealth Management, Mortgage Lending, Loans, Commercial Lending, Investments, Life Insurance, Leadership, Finance, Small Business Lending, Credit, Strategic Planning, Retirement Planning, Series 7, Consumer Lending, Management, Securities, Financial Services, Public Speaking, Team Building
Education
University of Louisville 1987 — 1993
MBA, Business Administration, Management
The University of Texas at El Paso 1980 — 1983
BBA, Marketing, Management, Business Administration
Columbia Basin College 1979 — 1980
AAS, Business, Liberal Arts
Union College (KY) 1978 — 1979
Liberal Arts
Union College (KY) 1978 — 1979
Liberal Arts
Union College (KY) 1978 — 1979
N/A, Liberal Arts
Marcus Tubman Financial Services, LLC November 2014 - Present
HD Vest Investment Services SM November 2014 - Present
Zeiders Enterprises, Inc. August 2014 - Present
Fifth Third Bank May 2013 - March 2014
Edward Jones July 2012 - February 2013
VALIC September 2011 - June 2012
Chase Bank October 2009 - September 2011
Skills
Wealth Management, Mortgage Lending, Loans, Commercial Lending, Investments, Life Insurance, Leadership, Finance, Small Business Lending, Credit, Strategic Planning, Retirement Planning, Series 7, Consumer Lending, Management, Securities, Financial Services, Public Speaking, Team Building
Education
University of Louisville 1987 — 1993
MBA, Business Administration, Management
The University of Texas at El Paso 1980 — 1983
BBA, Marketing, Management, Business Administration
Columbia Basin College 1979 — 1980
AAS, Business, Liberal Arts
Union College (KY) 1978 — 1979
Liberal Arts
Union College (KY) 1978 — 1979
Liberal Arts
Union College (KY) 1978 — 1979
N/A, Liberal Arts
Richard Cruze's VALIC Experience January 2012 - June 2015
Job Financial Advisor at VALIC
Industry Financial Services
Experience
Lexington City School Board, Chair July 2015 - Present
VALIC January 2012 - June 2015
Nationwide Financial April 2005 - January 2012
New York Life Insurance Company October 1995 - March 2005
Virginia Military Institute July 1989 - February 1994
Skills
Retirement Planning, Life Insurance, Leadership, Strategic Planning, Small Business, Insurance, Finance, Sales, Series 7, Disability Insurance, Financial Planners, Investments, Fixed Annuities, Strategic Financial..., Mutual Funds, Financial Planning, Program Management, Team Building
Education
The American College 1998 — 2003
Chartered Life Underwriter, Life Insurance and Financial Services
Texas Christian University 1988 — 1989
MALA, Liberal Arts and Sciences/Liberal Studies
Virginia Military Institute 1983 — 1986
B.A., Economics
Ferrum College 1981 — 1982
Lexington City School Board, Chair July 2015 - Present
VALIC January 2012 - June 2015
Nationwide Financial April 2005 - January 2012
New York Life Insurance Company October 1995 - March 2005
Virginia Military Institute July 1989 - February 1994
Skills
Retirement Planning, Life Insurance, Leadership, Strategic Planning, Small Business, Insurance, Finance, Sales, Series 7, Disability Insurance, Financial Planners, Investments, Fixed Annuities, Strategic Financial..., Mutual Funds, Financial Planning, Program Management, Team Building
Education
The American College 1998 — 2003
Chartered Life Underwriter, Life Insurance and Financial Services
Texas Christian University 1988 — 1989
MALA, Liberal Arts and Sciences/Liberal Studies
Virginia Military Institute 1983 — 1986
B.A., Economics
Ferrum College 1981 — 1982
Lawrence Perez's VALIC Experience May 2013 - Present
Job District Manager VALIC
Industry Financial Services
Experience
VALIC May 2013 - Present
VALIC July 2006 - Present
Farr, Miller & Washington May 2004 - July 2006
Nantucket Nectars June 1990 - April 2004
Skills
Series 7, Series 24, Series 63, Series 65, 401k, Retirement, Series 6
Education
Denison University 1985 — 1989
BA
Landon School 1981 — 1985
VALIC May 2013 - Present
VALIC July 2006 - Present
Farr, Miller & Washington May 2004 - July 2006
Nantucket Nectars June 1990 - April 2004
Skills
Series 7, Series 24, Series 63, Series 65, 401k, Retirement, Series 6
Education
Denison University 1985 — 1989
BA
Landon School 1981 — 1985
Keona Williams - MPM's VALIC Experience November 2013 - Present
Job
Industry Financial Services
Experience
VALIC November 2013 - Present
Universal Weather and Aviation January 2010 - November 2013
Apache Corporation June 2009 - December 2009
Chevron U.S.A. CO December 2007 - June 2009
Gexa Energy January 2007 - November 2007
A-MAC Properties August 2005 - November 2006
Alysia and Associates February 2003 - November 2006
Skills
Contract Management, Document Management, Procurement, Contract Negotiation, Project Management, Process Improvement, SAP, MS Project, Strategic Sourcing, Change Management, Vendor Management, Supply Chain Management, Management, Training, Global Sourcing, Supply Chain, Leadership, CRM, Strategy, Negotiation, SharePoint, Risk Management, Cross-functional Team..., Project Planning, Microsoft Project
Education
Keller Graduate School of Management 2010 — 2013
MPM, Project Management
DeVry University 2007 — 2010
Bachelors of Science, Technical Management; Operations Management
American InterContinental University-Online 2007 — 2007
Associates of Arts, Business Administration; Business
VALIC November 2013 - Present
Universal Weather and Aviation January 2010 - November 2013
Apache Corporation June 2009 - December 2009
Chevron U.S.A. CO December 2007 - June 2009
Gexa Energy January 2007 - November 2007
A-MAC Properties August 2005 - November 2006
Alysia and Associates February 2003 - November 2006
Skills
Contract Management, Document Management, Procurement, Contract Negotiation, Project Management, Process Improvement, SAP, MS Project, Strategic Sourcing, Change Management, Vendor Management, Supply Chain Management, Management, Training, Global Sourcing, Supply Chain, Leadership, CRM, Strategy, Negotiation, SharePoint, Risk Management, Cross-functional Team..., Project Planning, Microsoft Project
Education
Keller Graduate School of Management 2010 — 2013
MPM, Project Management
DeVry University 2007 — 2010
Bachelors of Science, Technical Management; Operations Management
American InterContinental University-Online 2007 — 2007
Associates of Arts, Business Administration; Business
Kerry Jenkins's VALIC Experience Key Account ExecutiveVALIC and AIG Annuity2005 - 2008
Job Executive Relationship Manager
Industry Financial Services
Experience
VALIC Key Account ExecutiveVALIC and AIG Annuity2005 - 2008
Prudential 2000 - 2004
Citigroup 1997 - 2000
T.Rowe Price 1996 - 1999
Skills
Retirement, 401k, Sales, Series 63, Strategic Planning, Employee Benefits, Financial Services, Investments, Management, Mutual Funds, Retirement Planning, Series 6, Series 7
Education
Florida Agricultural and Mechanical University
Bachelor of Science, Political Science/Public Administration
VALIC Key Account ExecutiveVALIC and AIG Annuity2005 - 2008
Prudential 2000 - 2004
Citigroup 1997 - 2000
T.Rowe Price 1996 - 1999
Skills
Retirement, 401k, Sales, Series 63, Strategic Planning, Employee Benefits, Financial Services, Investments, Management, Mutual Funds, Retirement Planning, Series 6, Series 7
Education
Florida Agricultural and Mechanical University
Bachelor of Science, Political Science/Public Administration
Debra Gaffey's VALIC Experience June 1986 - July 1999
Job Budget Officer at City of Brenham
Industry Government Administration
Experience
City of Brenham February 2007 - Present
City of Seabrook, TX January 2002 - January 2007
VALIC June 1986 - July 1999
Skills
Emergency Management, Microsoft Excel, Microsoft Office, Community Outreach, Project Management, Leadership, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Research, Team Leadership, Team Building, Outlook, Federal Government, Managerial Finance, Enforcement, Government, Public Finance, Security
Education
College of Charleston
Psychology
Univeristy of Kentucky
Accounting
City of Brenham February 2007 - Present
City of Seabrook, TX January 2002 - January 2007
VALIC June 1986 - July 1999
Skills
Emergency Management, Microsoft Excel, Microsoft Office, Community Outreach, Project Management, Leadership, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Research, Team Leadership, Team Building, Outlook, Federal Government, Managerial Finance, Enforcement, Government, Public Finance, Security
Education
College of Charleston
Psychology
Univeristy of Kentucky
Accounting
Ava Overman's VALIC Experience September 2009 - Present
Job Financial Advisor at Valic
Industry Financial Services
Experience
Presidential Brokerage May 2012 - Present
Valic September 2009 - Present
Valic April 2008 - May 2012
MCI telecommunications May 1993 - January 1998
Skills
Licensed series 7, Retirement Planning, 529 Plans, IRAs, Saving for Education, Wealth Accumulation, Retirement, 401k Rollovers, Fixed Annuities, Mutual Funds, Investment Advisory, Wealth Management, College Savings Plans, Series 66, Life Insurance, Long-term Care, 401k, Asset Allocation
Education
Colorado State University 1988 — 1990
Computer science
Presidential Brokerage May 2012 - Present
Valic September 2009 - Present
Valic April 2008 - May 2012
MCI telecommunications May 1993 - January 1998
Skills
Licensed series 7, Retirement Planning, 529 Plans, IRAs, Saving for Education, Wealth Accumulation, Retirement, 401k Rollovers, Fixed Annuities, Mutual Funds, Investment Advisory, Wealth Management, College Savings Plans, Series 66, Life Insurance, Long-term Care, 401k, Asset Allocation
Education
Colorado State University 1988 — 1990
Computer science
Tony Puccio CLU, LUTCF's VALIC Experience December 2010 - Present
Job VALIC
Industry Financial Services
Experience
VALIC December 2010 - Present
Transamerica February 2008 - December 2010
JP Morgan Chase October 2006 - February 2008
BBVA Compass March 2006 - August 2006
Western & Southern Financial Group August 2004 - March 2006
Transamerica December 1991 - August 2004
Skills
Sales, Recruiting, Employee Benefits, Sales Management, Insurance, Investments, Finance, Management, Fixed Annuities, Retirement, 401k, Training, Series 7, Series 63, Series 65, IRAs, Estate Planning, Financial Services, Life Insurance, Mutual Funds, Retirement Planning, Series 6, Disability Insurance, Whole Life, Long-term Care, Wealth Management, Long Term Care Insurance, Term Life Insurance, Universal Life, Variable Annuities, Strategic Financial..., Health Insurance, Financial Planning
Education
The American College 1985 — 1988
Chartered LIfe Underwriter Designation
Duquesne University 1976 — 1980
BS, Education
VALIC December 2010 - Present
Transamerica February 2008 - December 2010
JP Morgan Chase October 2006 - February 2008
BBVA Compass March 2006 - August 2006
Western & Southern Financial Group August 2004 - March 2006
Transamerica December 1991 - August 2004
Skills
Sales, Recruiting, Employee Benefits, Sales Management, Insurance, Investments, Finance, Management, Fixed Annuities, Retirement, 401k, Training, Series 7, Series 63, Series 65, IRAs, Estate Planning, Financial Services, Life Insurance, Mutual Funds, Retirement Planning, Series 6, Disability Insurance, Whole Life, Long-term Care, Wealth Management, Long Term Care Insurance, Term Life Insurance, Universal Life, Variable Annuities, Strategic Financial..., Health Insurance, Financial Planning
Education
The American College 1985 — 1988
Chartered LIfe Underwriter Designation
Duquesne University 1976 — 1980
BS, Education
Andy DeTore's VALIC Experience July 2011 - March 2012
Job Insurance and Investment Planning
Industry Insurance
Experience
Farmers Insurance July 2015 - Present
Merrill Edge March 2012 - January 2015
VALIC July 2011 - March 2012
AXA Equitable December 2007 - September 2010
Skills
Wealth Management, Financial Advisory, Asset Allocation, Investment Advisory, Fixed Annuities, Strategic Financial..., Retirement Planning, Series 7, Mutual Funds, Securities, Investments, Series 63
Education
Fairleigh Dickinson University
History
Farmers Insurance July 2015 - Present
Merrill Edge March 2012 - January 2015
VALIC July 2011 - March 2012
AXA Equitable December 2007 - September 2010
Skills
Wealth Management, Financial Advisory, Asset Allocation, Investment Advisory, Fixed Annuities, Strategic Financial..., Retirement Planning, Series 7, Mutual Funds, Securities, Investments, Series 63
Education
Fairleigh Dickinson University
History
Pamela Fanniel, MBA's VALIC Experience January 2006 - November 2012
Job Accounting Manager at CHCP The College of Health Care Professions.
Industry Higher Education
Experience
CHCP- The College of Health Care Professions. November 2012 - Present
Texas Central Metropolitan Jurisdiction January 2010 - Present
VALIC January 2006 - November 2012
VALIC October 1991 - May 2006
Skills
Account Reconciliation, Auditing, Analysis, Budgets, Finance, Financial Analysis, Financial Reporting, Insurance
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
DeVry University 2005 — 2010
B.S, Business Administration; Accounting
CHCP- The College of Health Care Professions. November 2012 - Present
Texas Central Metropolitan Jurisdiction January 2010 - Present
VALIC January 2006 - November 2012
VALIC October 1991 - May 2006
Skills
Account Reconciliation, Auditing, Analysis, Budgets, Finance, Financial Analysis, Financial Reporting, Insurance
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
DeVry University 2005 — 2010
B.S, Business Administration; Accounting
Joe Diamond's VALIC Experience April 1996 - Present
Job Senior Financial Advisor at VALIC, CFP®
Industry Financial Services
Experience
VALIC April 1996 - Present
Charleston Naval Shipyard April 1982 - April 1996
Skills
Teaching, Research, English, Seminars, Windows, Presentations, Photoshop, HTML
Education
College of Charleston 2000 — 2002
CE, Certified Financial Planner
Virginia Tech 1976 — 1980
Bachelor of Science (BS), Chemical Engineering
VALIC April 1996 - Present
Charleston Naval Shipyard April 1982 - April 1996
Skills
Teaching, Research, English, Seminars, Windows, Presentations, Photoshop, HTML
Education
College of Charleston 2000 — 2002
CE, Certified Financial Planner
Virginia Tech 1976 — 1980
Bachelor of Science (BS), Chemical Engineering
Robert Fortner's VALIC Experience January 2008 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2008 - Present
ShutterWorks September 2006 - January 2008
Palm Coast Shutters and Aluminum Products, Inc. June 2006 - September 2006
VALIC November 2001 - May 2006
Great American Cookies February 1980 - May 2001
Education
College for Creative Studies 1978 — 1978
Commercial and Advertising Art
South East Oakland Vocational Education Center 1976 — 1978
Commercial and Advertising Art
VALIC January 2008 - Present
ShutterWorks September 2006 - January 2008
Palm Coast Shutters and Aluminum Products, Inc. June 2006 - September 2006
VALIC November 2001 - May 2006
Great American Cookies February 1980 - May 2001
Education
College for Creative Studies 1978 — 1978
Commercial and Advertising Art
South East Oakland Vocational Education Center 1976 — 1978
Commercial and Advertising Art
Steve Rosseel's VALIC Experience February 2001 - Present
Job FPA at Valic
Industry
Experience
Valic February 2001 - Present
Skills
Series 7, Financial Planning, Retirement Planning, Mutual Funds, Investments, Retirement, Wealth Management, Series 66, Portfolio Management
Education
Florida Atlantic University
BS, International Business
Valic February 2001 - Present
Skills
Series 7, Financial Planning, Retirement Planning, Mutual Funds, Investments, Retirement, Wealth Management, Series 66, Portfolio Management
Education
Florida Atlantic University
BS, International Business
Lemont Williamson's VALIC Experience 2011 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC 2011 - Present
Wells Real Estate Funds 2002 - 2011
Merrill Lynch 2000 - 2002
The Hartford 1998 - 2000
Skills
Series 63, Sales, FINRA, Finance, Alternative Investments, Asset Managment, Series 7, Investments, Mutual Funds, Coaching, Strategic Financial..., Asset Management, Portfolio Management, Retirement Planning, Securities
Education
The University of Georgia 1992 — 1998
BBA, Finance
Emory University - Goizueta Business School
Georgia Institute of Technology
VALIC 2011 - Present
Wells Real Estate Funds 2002 - 2011
Merrill Lynch 2000 - 2002
The Hartford 1998 - 2000
Skills
Series 63, Sales, FINRA, Finance, Alternative Investments, Asset Managment, Series 7, Investments, Mutual Funds, Coaching, Strategic Financial..., Asset Management, Portfolio Management, Retirement Planning, Securities
Education
The University of Georgia 1992 — 1998
BBA, Finance
Emory University - Goizueta Business School
Georgia Institute of Technology
Yvette Gary's VALIC Experience January 1991 - January 1995
Job Closing Preparation Specialist at Title source
Industry Retail
Experience
Title source February 2013 - Present
JC Penney October 2006 - Present
JC Penney October 2006 - Present
Key Safety Systems October 2008 - October 2009
Meijer Corporation November 2006 - October 2008
Kmart Corporation May 1988 - October 2005
Kmart Corporation 1990 - 2005
Morpace February 1996 - October 2004
Kmart Corporation January 1995 - January 2003
VALIC January 1991 - January 1995
Skills
Customer Service, Financial Analysis, Accounting, Interviews, Team Building, Training, Public Speaking, Sales, Retail, Process Improvement
Education
Colorado Technical University
Bachelor's degree, Human Resources Management and Services
Colorado Technical UniversityHuman Resource Development
Bachelors, Science Business AdministrationHuman Resource Management
Title source February 2013 - Present
JC Penney October 2006 - Present
JC Penney October 2006 - Present
Key Safety Systems October 2008 - October 2009
Meijer Corporation November 2006 - October 2008
Kmart Corporation May 1988 - October 2005
Kmart Corporation 1990 - 2005
Morpace February 1996 - October 2004
Kmart Corporation January 1995 - January 2003
VALIC January 1991 - January 1995
Skills
Customer Service, Financial Analysis, Accounting, Interviews, Team Building, Training, Public Speaking, Sales, Retail, Process Improvement
Education
Colorado Technical University
Bachelor's degree, Human Resources Management and Services
Colorado Technical UniversityHuman Resource Development
Bachelors, Science Business AdministrationHuman Resource Management
Carole Perrotta's VALIC Experience June 1998 - September 2000
Job Owner, CP Designs
Industry Fund-Raising
Experience
CP Designs District MgrVALICSeptember 2000 - December 2001
VALIC June 1998 - September 2000
Skills
Sewing
Education
Fairleigh Dickinson University 1965 — 1969
BS, Biology, Education
CP Designs District MgrVALICSeptember 2000 - December 2001
VALIC June 1998 - September 2000
Skills
Sewing
Education
Fairleigh Dickinson University 1965 — 1969
BS, Biology, Education
Bob Hyneman's VALIC Experience July 2000 - January 2006
Job District Manager at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors January 2006 - Present
VALIC July 2000 - January 2006
Hi Desert Medical Center July 1991 - 1999
Skills
Certified Financial..., Chartered Leadership..., FINRA Series 63, 51,...
Education
Chapman University
Master of Science, Human Resource Management & Development
Southern Illinois University, Carbondale
Bachelor of Science, Electronics Management
VALIC Financial Advisors January 2006 - Present
VALIC July 2000 - January 2006
Hi Desert Medical Center July 1991 - 1999
Skills
Certified Financial..., Chartered Leadership..., FINRA Series 63, 51,...
Education
Chapman University
Master of Science, Human Resource Management & Development
Southern Illinois University, Carbondale
Bachelor of Science, Electronics Management
Jack Martyn's VALIC Experience April 1995 - Present
Job Senior Distict Manager at VALIC
Industry Investment Management
Experience
VALIC April 1995 - Present
Capital Improvement Board January 1993 - March 1995
Skills
Retirement Planning, Series 7, Mutual Funds, Retirement, Investments, 401k, Financial Planning, Management, Wealth Management, Asset Allocation, Social Media, Marketing, Customer Service, Investment Advisory, Social Media Marketing
Education
Cleveland State Community College
VALIC April 1995 - Present
Capital Improvement Board January 1993 - March 1995
Skills
Retirement Planning, Series 7, Mutual Funds, Retirement, Investments, 401k, Financial Planning, Management, Wealth Management, Asset Allocation, Social Media, Marketing, Customer Service, Investment Advisory, Social Media Marketing
Education
Cleveland State Community College
John Leithner's VALIC Experience January 2004 - September 2008
Job Registered Representative at KMS Financial Services, Inc.
Industry Financial Services
Experience
KMS Financial Services, Inc. October 2008 - Present
VALIC January 2004 - September 2008
Edward Jones September 2000 - December 2003
Skills
I work with clients to..., Securities Licensed in..., Advisory Licensed in..., Insurance Licensed in..., FINRA Licensed 7, 63, 66
Education
Eastern Oregon University 1990 — 1993
Bachelors of Science, Business Administration, Economics, & Accounting
KMS Financial Services, Inc. October 2008 - Present
VALIC January 2004 - September 2008
Edward Jones September 2000 - December 2003
Skills
I work with clients to..., Securities Licensed in..., Advisory Licensed in..., Insurance Licensed in..., FINRA Licensed 7, 63, 66
Education
Eastern Oregon University 1990 — 1993
Bachelors of Science, Business Administration, Economics, & Accounting
Tracey Kealy's VALIC Experience September 2007 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC September 2007 - Present
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Asset Management, Portfolio Management, Alternative Investments, Financial Services, Insurance, Equities, Employee Benefits, Retirement, Asset Managment, Marketing, IRAs, Life Insurance, Long-term Care, 401k, Term Life Insurance, Disability Insurance, Investment Advisory, Fixed Annuities, Financial Advisory, Series 65, Pensions, Series 6, Asset Allocation, Financial Planners, Securities, Saving for Education, Universal Life, Whole Life, Roth IRA, College Savings Plans, Variable Annuities, Income Protection, Long Term Care Insurance, Series 63, Investment Management, Personal Financial..., 529 Plans, Defined Contribution
Education
Florida International University 1987 — 1989
Bachelor of Applied Science (B.A.Sc.), Hotel, Motel, and Restaurant Management
VALIC September 2007 - Present
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Asset Management, Portfolio Management, Alternative Investments, Financial Services, Insurance, Equities, Employee Benefits, Retirement, Asset Managment, Marketing, IRAs, Life Insurance, Long-term Care, 401k, Term Life Insurance, Disability Insurance, Investment Advisory, Fixed Annuities, Financial Advisory, Series 65, Pensions, Series 6, Asset Allocation, Financial Planners, Securities, Saving for Education, Universal Life, Whole Life, Roth IRA, College Savings Plans, Variable Annuities, Income Protection, Long Term Care Insurance, Series 63, Investment Management, Personal Financial..., 529 Plans, Defined Contribution
Education
Florida International University 1987 — 1989
Bachelor of Applied Science (B.A.Sc.), Hotel, Motel, and Restaurant Management
Lauralee Dick's VALIC Experience July 2007 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2007 - Present
ING Financial Services 1995 - 2007
Swedish Medical Center 1988 - 1995
Swedish Medical Center 1988 - 1995
Swedish Medical Center 1988 - 1995
Skills
Finance, Retirement Planning, Retirement, 401k, Mutual Funds, Series 7, Wealth Management, Strategic Financial..., Financial Advisory, Fixed Annuities, Investments, Investment Advisory, Series 63, Pensions, Asset Allocation
Education
Central Washington University 1978 — 1981
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
VALIC July 2007 - Present
ING Financial Services 1995 - 2007
Swedish Medical Center 1988 - 1995
Swedish Medical Center 1988 - 1995
Swedish Medical Center 1988 - 1995
Skills
Finance, Retirement Planning, Retirement, 401k, Mutual Funds, Series 7, Wealth Management, Strategic Financial..., Financial Advisory, Fixed Annuities, Investments, Investment Advisory, Series 63, Pensions, Asset Allocation
Education
Central Washington University 1978 — 1981
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Christopher Zehetmaier's VALIC Experience September 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC September 2014 - Present
Broward Health Coral Springs December 2004 - September 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Teamwork, Research, Time Management, Social Media, Leadership, Event Planning, Sports, Team Leadership, Data Analysis
Education
Florida Atlantic University 2012 — 2014
Bachelor of Science (B.S.), Kinesiology and Exercise Science
VALIC September 2014 - Present
Broward Health Coral Springs December 2004 - September 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Teamwork, Research, Time Management, Social Media, Leadership, Event Planning, Sports, Team Leadership, Data Analysis
Education
Florida Atlantic University 2012 — 2014
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Crowyns Thervil's VALIC Experience February 2006 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2006 - Present
Education
Flagler College 2002 — 2004
Bachelor of Business Administration (B.B.A.)
Tallahassee Community College 1994 — 1997
Associate of Arts (A.A.)
VALIC February 2006 - Present
Education
Flagler College 2002 — 2004
Bachelor of Business Administration (B.B.A.)
Tallahassee Community College 1994 — 1997
Associate of Arts (A.A.)
Edward Fisher's VALIC Experience January 1994 - Present
Job Supervisor at VALIC
Industry Financial Services
Experience
VALIC January 1994 - Present
Hechinger Co 1988 - 1993
Skills
Technology Training, Data Analysis, Reporting Systems, Database Design, Small Business Network..., Fire Fighter, Data Warehousing, VBA, 401k, Access, Visio
Education
Norristown Area High School
Drexel University
Mechanical Engineering
VALIC January 1994 - Present
Hechinger Co 1988 - 1993
Skills
Technology Training, Data Analysis, Reporting Systems, Database Design, Small Business Network..., Fire Fighter, Data Warehousing, VBA, 401k, Access, Visio
Education
Norristown Area High School
Drexel University
Mechanical Engineering
Tim Rutt's VALIC Experience January 2011 - October 2015
Job Financial Advisor/Client Relationship Manager Amerprise Financial
Industry Financial Services
Experience
VALIC January 2011 - October 2015
Wachovia Bank/Wells Fargo March 2004 - December 2010
Curtis 1000 June 2000 - March 2004
Bellsouth Mobility DCS August 1996 - November 2000
Skills
Series 6- Limited..., Series 63- Uniform..., Series 65- Uniform..., Life and Health..., Small Business Lending, Small Business Banking, Real Estate Lending, Personal Banking, Investment Advisory
Education
Carson-Newman College 1992 — 1994
Bachelor of Science (BS), Health and Physical Education/Fitness Concentration Exercise Science
Chowan University 1990 — 1991
Junior College, Business
VALIC January 2011 - October 2015
Wachovia Bank/Wells Fargo March 2004 - December 2010
Curtis 1000 June 2000 - March 2004
Bellsouth Mobility DCS August 1996 - November 2000
Skills
Series 6- Limited..., Series 63- Uniform..., Series 65- Uniform..., Life and Health..., Small Business Lending, Small Business Banking, Real Estate Lending, Personal Banking, Investment Advisory
Education
Carson-Newman College 1992 — 1994
Bachelor of Science (BS), Health and Physical Education/Fitness Concentration Exercise Science
Chowan University 1990 — 1991
Junior College, Business
Kristine Dunn Mbugua's VALIC Experience 2009 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
VALIC 2009 - 2014
R&L Carriers December 2008 - February 2009
Estes Express Lines July 2008 - October 2008
AT&T March 2008 - May 2008
Allstate August 2003 - July 2007
Education
Dillard University 1992 — 1997
Bachelor's Degree
VALIC 2009 - 2014
R&L Carriers December 2008 - February 2009
Estes Express Lines July 2008 - October 2008
AT&T March 2008 - May 2008
Allstate August 2003 - July 2007
Education
Dillard University 1992 — 1997
Bachelor's Degree
Britt Lindberg's VALIC Experience
Job Financial Advisor Intern at VALIC
Industry Financial Services
Experience
VALIC
Skills
Retirement Planning, Portfolio Management, Mutual Funds, Life Insurance, Investments, Financial Planning, Financial Analysis, Finance
Education
Chapman University 2012 — 2016
Bachelor’s Degree, Business Administration and Management, General, Junior
VALIC
Skills
Retirement Planning, Portfolio Management, Mutual Funds, Life Insurance, Investments, Financial Planning, Financial Analysis, Finance
Education
Chapman University 2012 — 2016
Bachelor’s Degree, Business Administration and Management, General, Junior
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO