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.
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1,128 VALIC employees in database. Find out everything there's to know about VALIC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
VALIC Employees
Employee
Years
Job
Industry
Karen Shrader Karen Shrader's VALIC Experience November 2002 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC November 2002 - Present
Union Planters Bank November 1983 - March 2002
Shelby. State Community College August 1977 - November 1983
LeBonheur Psychologicsl Services August 1976 - August 1977
Skills
Retirement Planning, Uniform Combined State..., Series 7, Retirement, IRAs, Wealth Management, Saving for Education, Wealth Accumulation, Fixed Annuities, 529 Plans, Investment Advisory, Mutual Funds
Education
Illinois State University
Master's degree, Clinical Psychology
University of Memphis
Bachelor of Arts (B.A.), Psychology
VALIC November 2002 - Present
Union Planters Bank November 1983 - March 2002
Shelby. State Community College August 1977 - November 1983
LeBonheur Psychologicsl Services August 1976 - August 1977
Skills
Retirement Planning, Uniform Combined State..., Series 7, Retirement, IRAs, Wealth Management, Saving for Education, Wealth Accumulation, Fixed Annuities, 529 Plans, Investment Advisory, Mutual Funds
Education
Illinois State University
Master's degree, Clinical Psychology
University of Memphis
Bachelor of Arts (B.A.), Psychology
Eden Schwallier Eden Schwallier's VALIC Experience August 2011 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2011 - Present
Skills
Sales, Leadership, Management, Project Management, Customer Service, Outlook, Microsoft Excel, Account Management, Microsoft Word, Event Planning, Retail, Merchandising, Human Resources, Teamwork, Sales Management, Microsoft Office, PowerPoint, Trade Shows, Hold Series 7, Series 63, Life & Health Insurance...
Education
Georgia State University
Bachelor's Degree, Bachelor of Business Administration, Finance
Grand Rapids Community College
Associates Degree, Liberal Arts
VALIC August 2011 - Present
Skills
Sales, Leadership, Management, Project Management, Customer Service, Outlook, Microsoft Excel, Account Management, Microsoft Word, Event Planning, Retail, Merchandising, Human Resources, Teamwork, Sales Management, Microsoft Office, PowerPoint, Trade Shows, Hold Series 7, Series 63, Life & Health Insurance...
Education
Georgia State University
Bachelor's Degree, Bachelor of Business Administration, Finance
Grand Rapids Community College
Associates Degree, Liberal Arts
Christi Line Christi Line's VALIC Experience May 2004 - Present
Job District Office Coordinator at VALIC
Industry Financial Services
Experience
VALIC May 2004 - Present
Babies R Us November 2000 - April 2004
Skills
Mutual Funds, Insurance, Microsoft Excel, Lotus Notes, Microsoft Office, Data Entry, PowerPoint, Spreadsheets, Microsoft Word, Training, Management, Retail, Time Management, Telephone Skills, Payroll
Education
Humphreys College 1990 — 1993
Legal
Grace M Davis High School 1987 — 1990
VALIC May 2004 - Present
Babies R Us November 2000 - April 2004
Skills
Mutual Funds, Insurance, Microsoft Excel, Lotus Notes, Microsoft Office, Data Entry, PowerPoint, Spreadsheets, Microsoft Word, Training, Management, Retail, Time Management, Telephone Skills, Payroll
Education
Humphreys College 1990 — 1993
Legal
Grace M Davis High School 1987 — 1990
Charles Edger Charles Edger's VALIC Experience March 2015 - Present
Job Retirement Specialist at VALIC
Industry Financial Services
Experience
VALIC March 2015 - Present
Reynolds & Reynolds Financial Partners April 2014 - April 2015
Reynold & Reynolds Financial Partners December 2013 - March 2014
Aflac February 2010 - September 2010
Rafters Blues & Raw Bar June 2009 - January 2010
Frankie G's Island Diner March 2005 - June 2009
Audio Video Design Group March 2003 - March 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Leadership, Marketing Strategy, Customer Satisfaction, Finance, Account Management, Management, Team Building, Inventory Management, Hospitality, Marketing, Social Media, Relationship Management, Time Management, Sales Management, Social Networking, Sales, Insurance, Employee Benefits, Investments, CRM, Strategic Planning
Education
Georgia State University 2011 — 2013
Bachelor of Business Administration (BBA), Marketing
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Glynn Accademy 1993 — 1994
It was High School, General Studies
VALIC March 2015 - Present
Reynolds & Reynolds Financial Partners April 2014 - April 2015
Reynold & Reynolds Financial Partners December 2013 - March 2014
Aflac February 2010 - September 2010
Rafters Blues & Raw Bar June 2009 - January 2010
Frankie G's Island Diner March 2005 - June 2009
Audio Video Design Group March 2003 - March 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Leadership, Marketing Strategy, Customer Satisfaction, Finance, Account Management, Management, Team Building, Inventory Management, Hospitality, Marketing, Social Media, Relationship Management, Time Management, Sales Management, Social Networking, Sales, Insurance, Employee Benefits, Investments, CRM, Strategic Planning
Education
Georgia State University 2011 — 2013
Bachelor of Business Administration (BBA), Marketing
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Glynn Accademy 1993 — 1994
It was High School, General Studies
Richard Cinalli, Jr. Richard Cinalli, Jr.'s VALIC Experience May 1991 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC May 1991 - Present
Skills
Retirement, Retirement Planning, Uniform Combined State..., Wealth Management, Strategic Financial...
Education
John Carroll University
Bachelor's degree, Business Administration and Management, General
VALIC May 1991 - Present
Skills
Retirement, Retirement Planning, Uniform Combined State..., Wealth Management, Strategic Financial...
Education
John Carroll University
Bachelor's degree, Business Administration and Management, General
Christopher Sosa, CFP® Christopher Sosa, CFP®'s VALIC Experience January 2014 - Present
Job Financial Advisor at VALIC
Industry Investment Management
Experience
VALIC January 2014 - Present
Sterling Stamos October 2010 - December 2013
Phi Kappa Phi 2011 - 2013
Family Management Corporation March 2006 - October 2010
HSBC Bank November 2004 - March 2006
Alliance-Capital September 2003 - November 2004
Skills
Investment Management, Asset Allocation, Investments, Hedge Funds, Investor Relations, Mutual Funds, Fixed Income, Fund Of Funds, Series 63, Due Diligence, Alternative Investments, Financial Modeling, Equities, Valuation, Series 7, Bloomberg, Capital Markets, Private Equity, MBA, Certified Financial..., social security benefits
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance
Randolph-Macon College 1999 — 2003
Bachelor of Arts; MBA, Business and Economics
VALIC January 2014 - Present
Sterling Stamos October 2010 - December 2013
Phi Kappa Phi 2011 - 2013
Family Management Corporation March 2006 - October 2010
HSBC Bank November 2004 - March 2006
Alliance-Capital September 2003 - November 2004
Skills
Investment Management, Asset Allocation, Investments, Hedge Funds, Investor Relations, Mutual Funds, Fixed Income, Fund Of Funds, Series 63, Due Diligence, Alternative Investments, Financial Modeling, Equities, Valuation, Series 7, Bloomberg, Capital Markets, Private Equity, MBA, Certified Financial..., social security benefits
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance
Randolph-Macon College 1999 — 2003
Bachelor of Arts; MBA, Business and Economics
Tim Schossow Tim Schossow's VALIC Experience October 2011 - Present
Job Premier provider of protection, investment and income solutions needed for financial and retirement security.
Industry Financial Services
Experience
VALIC October 2011 - Present
First Command Financial Planning April 2010 - October 2011
Skills
Retirement Plans, Tax Shelters, Long Term Care, Long-term Care, Retirement, Finance, Financial Advisory, Investment Advisory, Investment Strategies, Mutual Funds, Retirement Planning, Wealth Management, Fixed Annuities, Financial Planning, Asset Allocation, Investments, Series 63, Securities, Life Insurance, Portfolio Management, Financial Services
Education
Iowa State University
Bachelor Of Science, Computer Science
VALIC October 2011 - Present
First Command Financial Planning April 2010 - October 2011
Skills
Retirement Plans, Tax Shelters, Long Term Care, Long-term Care, Retirement, Finance, Financial Advisory, Investment Advisory, Investment Strategies, Mutual Funds, Retirement Planning, Wealth Management, Fixed Annuities, Financial Planning, Asset Allocation, Investments, Series 63, Securities, Life Insurance, Portfolio Management, Financial Services
Education
Iowa State University
Bachelor Of Science, Computer Science
Candace Collins Candace Collins's VALIC Experience 2008 - 2010
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Merrill Lynch 2010 - 2011
VALIC 2008 - 2010
Skills
Investments, Financial Markets, Finance, Retirement Planning, 401k, Sales, Investment Strategies
Education
Florida State University
B.S.
Fidelity Investments 2011 - Present
Merrill Lynch 2010 - 2011
VALIC 2008 - 2010
Skills
Investments, Financial Markets, Finance, Retirement Planning, 401k, Sales, Investment Strategies
Education
Florida State University
B.S.
Henry Ray's VALIC Experience August 2013 - July 2015
Job Yacht Accessories
Industry Maritime
Experience
UMT Marine, LLC July 2015 - Present
VALIC August 2013 - July 2015
Northwestern Mutual April 2012 - April 2013
101 Resturant August 2008 - March 2011
Skills
Analytical Approach, Customer Service, New Business Development, Word, Excel, PowerPoint, Google Docs, Cash Handling, Proactive self-starter, Cash Flow, Event Planning, Finance, Insurance, Leadership, Management, Marketing, Microsoft Excel, Microsoft Word, Outlook, Sales, Securities, Social Media Marketing, Social Networking, Strategic Financial...
Education
Florida State University 2006 — 2011
BA, International Affairs; an emphasis in Finance
Lake worth Community High School 2002 — 2006
All
UMT Marine, LLC July 2015 - Present
VALIC August 2013 - July 2015
Northwestern Mutual April 2012 - April 2013
101 Resturant August 2008 - March 2011
Skills
Analytical Approach, Customer Service, New Business Development, Word, Excel, PowerPoint, Google Docs, Cash Handling, Proactive self-starter, Cash Flow, Event Planning, Finance, Insurance, Leadership, Management, Marketing, Microsoft Excel, Microsoft Word, Outlook, Sales, Securities, Social Media Marketing, Social Networking, Strategic Financial...
Education
Florida State University 2006 — 2011
BA, International Affairs; an emphasis in Finance
Lake worth Community High School 2002 — 2006
All
Jay Nix's VALIC Experience June 2008 - January 2013
Job Retirement Counselor at Empower Retirement, City of Tallahassee
Industry Financial Services
Experience
EMPOWER Retirement June 2015 - Present
Prudential Financial August 2013 - June 2015
Hancock Bank January 2013 - August 2013
VALIC June 2008 - January 2013
Morgan Stanley Wealth Management December 2006 - February 2008
Skills
Retirement, Retirement Planning, Series 7, 401k, Investment Strategies, Investment Selection, Financial Markets, Trusted Advisor, Insurance, Finance, Tax, Financial Advisory, Financial Risk, Employee Benefits, Wealth Management, Investments, Credit, Mutual Funds, Banking, Portfolio Management, Strategic Financial..., Risk Management, Loans, Mortgage Lending, Securities, Series 63, Financial Analysis, Financial Services, Credit Analysis, Investment Advisory, Asset Allocation, Series 6, IRAs, Uniform Combined State..., Financial Planning
Education
Florida State University 1983 — 1985
Bachelor of Science, Political Science, Summa Cum Laude
EMPOWER Retirement June 2015 - Present
Prudential Financial August 2013 - June 2015
Hancock Bank January 2013 - August 2013
VALIC June 2008 - January 2013
Morgan Stanley Wealth Management December 2006 - February 2008
Skills
Retirement, Retirement Planning, Series 7, 401k, Investment Strategies, Investment Selection, Financial Markets, Trusted Advisor, Insurance, Finance, Tax, Financial Advisory, Financial Risk, Employee Benefits, Wealth Management, Investments, Credit, Mutual Funds, Banking, Portfolio Management, Strategic Financial..., Risk Management, Loans, Mortgage Lending, Securities, Series 63, Financial Analysis, Financial Services, Credit Analysis, Investment Advisory, Asset Allocation, Series 6, IRAs, Uniform Combined State..., Financial Planning
Education
Florida State University 1983 — 1985
Bachelor of Science, Political Science, Summa Cum Laude
Ben Kamperschroer's VALIC Experience March 2014 - January 2015
Job Associate Channel Marketing Manager at Robert Bosch Tool Corporation
Industry Marketing and Advertising
Experience
Robert Bosch Tool Corporation January 2015 - Present
VALIC March 2014 - January 2015
CDW May 2013 - March 2014
Robert Bosch Tool Corporation May 2012 - August 2012
Delta Tau Delta Fraternity November 2010 - October 2011
Robert Bosch Tool Corporation May 2011 - August 2011
Robert Bosch Tool Corporation May 2010 - August 2010
Skills
Product Marketing, Project Management, Microsoft Excel, Information Technology, Customer Service, PowerPoint, Microsoft Word, Sales, Leadership, Social Media, Consultative Selling..., Marketing, Management, Account Management, Training, Application Performance..., Sales Management
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Business; Economic Consulting
Rolling Meadows High School 2005 — 2009
General Studies
Robert Bosch Tool Corporation January 2015 - Present
VALIC March 2014 - January 2015
CDW May 2013 - March 2014
Robert Bosch Tool Corporation May 2012 - August 2012
Delta Tau Delta Fraternity November 2010 - October 2011
Robert Bosch Tool Corporation May 2011 - August 2011
Robert Bosch Tool Corporation May 2010 - August 2010
Skills
Product Marketing, Project Management, Microsoft Excel, Information Technology, Customer Service, PowerPoint, Microsoft Word, Sales, Leadership, Social Media, Consultative Selling..., Marketing, Management, Account Management, Training, Application Performance..., Sales Management
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Business; Economic Consulting
Rolling Meadows High School 2005 — 2009
General Studies
Jeremy Konetsco Jeremy Konetsco's VALIC Experience 2008 - January 2010
Job QC analyst
Industry Financial Services
Experience
AIG June 2013 - Present
AIG SunAmerica January 2010 - December 2012
VALIC 2008 - January 2010
AIG July 2002 - 2008
AIG 2002 - July 2002
HACC 2001 - 2001
Cindy Rowe Auto Glass 2001 - 2001
keene Inc 1997 - 2001
US Navy 1995 - 1997
Skills
Equities, iPhone, App Store, Financial Services, Call Centers, Microsoft Excel, Help Desk Support, Password Resets, Account Creation, IT Documentation, Procedural Documentation, Remote Troubleshooting, Remote User Support, Troubleshooting, Windows, Windows XP Pro, Lotus Notes, Microsoft Word, Outlook, Active Directory, Microsoft Exchange, Windows 7, Technical Support
Education
Harrisburg Area Community College 1997 — 2001
Associate's degree, computer information systems
AIG June 2013 - Present
AIG SunAmerica January 2010 - December 2012
VALIC 2008 - January 2010
AIG July 2002 - 2008
AIG 2002 - July 2002
HACC 2001 - 2001
Cindy Rowe Auto Glass 2001 - 2001
keene Inc 1997 - 2001
US Navy 1995 - 1997
Skills
Equities, iPhone, App Store, Financial Services, Call Centers, Microsoft Excel, Help Desk Support, Password Resets, Account Creation, IT Documentation, Procedural Documentation, Remote Troubleshooting, Remote User Support, Troubleshooting, Windows, Windows XP Pro, Lotus Notes, Microsoft Word, Outlook, Active Directory, Microsoft Exchange, Windows 7, Technical Support
Education
Harrisburg Area Community College 1997 — 2001
Associate's degree, computer information systems
Andy McQuiston's VALIC Experience August 2015 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2015 - Present
Prudential Financial August 2014 - July 2015
Valeritas April 2013 - October 2013
inVentiv Health/Amylin Pharmaceuticals February 2012 - March 2013
Johnson & Johnson October 2009 - December 2011
Abbott March 2001 - October 2009
Abbott May 2005 - October 2006
TheraSense, Inc. July 2003 - October 2004
TheraSense, Inc March 2001 - 2004
Schering 1997 - 2001
Skills
Medical Devices, Sales Operations, Diabetes, Endocrinology, Selling, Pharmaceutical Industry, Sales, Healthcare, Capital Equipment, PowerPoint, Hospitals, Leadership, Pharmaceutical Sales, Sales Management, OB/GYN, Product Launch, Management, Cardiology, Training, Managed Care, Selling Skills, Microsoft Excel, Strategy, Market Development, Account Management, Microsoft Word, Clinical Research, Budgets, Human Resources, Sales Presentations, Health Insurance, Life Insurance, Fixed Annuities, Variable Annuities, IRAs, Disability Insurance, Long Term Care Insurance, Cancer Insurance, Accidental Death &..., Medicare Supplement..., Estate Tax Planning, Wealth Management, Retirement Planning
Education
University of Tennessee-Knoxville - College of Business Administration 1981 — 1985
B.S., Major: Management (Personnel) Minors: Psychology, Political Science
Bellevue High School
Hillwood High School
High School Diploma
Nashville State Community College
MICROSOFT OFFICE (Excel, Word, Powerpoint, & Outlook)
TENNESSEE FOREIGN LANGUAGE INSTITUTE
Beginning Spanish
VALIC August 2015 - Present
Prudential Financial August 2014 - July 2015
Valeritas April 2013 - October 2013
inVentiv Health/Amylin Pharmaceuticals February 2012 - March 2013
Johnson & Johnson October 2009 - December 2011
Abbott March 2001 - October 2009
Abbott May 2005 - October 2006
TheraSense, Inc. July 2003 - October 2004
TheraSense, Inc March 2001 - 2004
Schering 1997 - 2001
Skills
Medical Devices, Sales Operations, Diabetes, Endocrinology, Selling, Pharmaceutical Industry, Sales, Healthcare, Capital Equipment, PowerPoint, Hospitals, Leadership, Pharmaceutical Sales, Sales Management, OB/GYN, Product Launch, Management, Cardiology, Training, Managed Care, Selling Skills, Microsoft Excel, Strategy, Market Development, Account Management, Microsoft Word, Clinical Research, Budgets, Human Resources, Sales Presentations, Health Insurance, Life Insurance, Fixed Annuities, Variable Annuities, IRAs, Disability Insurance, Long Term Care Insurance, Cancer Insurance, Accidental Death &..., Medicare Supplement..., Estate Tax Planning, Wealth Management, Retirement Planning
Education
University of Tennessee-Knoxville - College of Business Administration 1981 — 1985
B.S., Major: Management (Personnel) Minors: Psychology, Political Science
Bellevue High School
Hillwood High School
High School Diploma
Nashville State Community College
MICROSOFT OFFICE (Excel, Word, Powerpoint, & Outlook)
TENNESSEE FOREIGN LANGUAGE INSTITUTE
Beginning Spanish
Hudak Gregg's VALIC Experience August 2011 - Present
Job
Industry Financial Services
Experience
VALIC August 2011 - Present
VALIC May 2007 - July 2011
US Navy June 1985 - May 2007
Skills
Retirement Planning, Retirement, Asset Allocation, Strategic Financial..., Series 24, Series 7, Group Retirement Plans, Financial Advisory, Portfolio Management, Insurance, Annuities, Mutual Funds and Stocks, Investments, Asset Managment
Education
Iowa State University 2002 — 2005
Masters Degree, Family and Consumer Science - Financial Planning
University of Maryland College Park 2001 — 2004
Bachelor of Science, Mathematics Education
VALIC August 2011 - Present
VALIC May 2007 - July 2011
US Navy June 1985 - May 2007
Skills
Retirement Planning, Retirement, Asset Allocation, Strategic Financial..., Series 24, Series 7, Group Retirement Plans, Financial Advisory, Portfolio Management, Insurance, Annuities, Mutual Funds and Stocks, Investments, Asset Managment
Education
Iowa State University 2002 — 2005
Masters Degree, Family and Consumer Science - Financial Planning
University of Maryland College Park 2001 — 2004
Bachelor of Science, Mathematics Education
Jeff Hausinger's VALIC Experience March 2000 - August 2005
Job Financial Advisor at Raymond James Financial Services
Industry Investment Management
Experience
Raymond James Financial Inc. March 2010 - Present
Merrill Lynch August 2005 - March 2010
VALIC March 2000 - August 2005
Skills
Wealth Management, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Retirement, Investment Strategies, Series 63, Portfolio Management, Securities, Financial Advisory, Asset Management, Equities, Alternative Investments, Estate Planning, Uniform Combined State...
Education
Florida State University 1994 — 1998
Bachelor of Science (BS), Social Science Education
Raymond James Financial Inc. March 2010 - Present
Merrill Lynch August 2005 - March 2010
VALIC March 2000 - August 2005
Skills
Wealth Management, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Retirement, Investment Strategies, Series 63, Portfolio Management, Securities, Financial Advisory, Asset Management, Equities, Alternative Investments, Estate Planning, Uniform Combined State...
Education
Florida State University 1994 — 1998
Bachelor of Science (BS), Social Science Education
Chenadra Washington's VALIC Experience May 2012 - October 2013
Job Executive at Macquarie, Global Data Management, Market Operations Division
Industry Financial Services
Experience
Macquarie Group July 2015 - Present
Macquarie Group October 2013 - June 2015
VALIC May 2012 - October 2013
VALIC October 2011 - May 2012
VALIC February 2009 - October 2011
Valassis August 2008 - February 2009
Skills
Microsoft Office, Communication, Hardwork, Always Punctual, Self-confidence, Proactive self-starter, Flexibility, Lotus Notes, Outlook, Project Management, Team Building, Team Leadership, Organization, Dedicated Professional
Education
Huston-Tillotson University 2004 — 2008
Bachelor's degree, Biology/Biological Sciences, General, 3.8
Macquarie Group July 2015 - Present
Macquarie Group October 2013 - June 2015
VALIC May 2012 - October 2013
VALIC October 2011 - May 2012
VALIC February 2009 - October 2011
Valassis August 2008 - February 2009
Skills
Microsoft Office, Communication, Hardwork, Always Punctual, Self-confidence, Proactive self-starter, Flexibility, Lotus Notes, Outlook, Project Management, Team Building, Team Leadership, Organization, Dedicated Professional
Education
Huston-Tillotson University 2004 — 2008
Bachelor's degree, Biology/Biological Sciences, General, 3.8
Bethany Huff Bethany Huff's VALIC Experience April 2006 - March 2009
Job Leadership Consulting
Industry Management Consulting
Experience
Self Employed May 2012 - Present
Franklin Pierce University March 2010 - May 2011
VALIC April 2006 - March 2009
Elm Chiropractic Center July 2003 - April 2006
Fidelity Investments November 2001 - June 2003
Fidelity Investments July 1997 - November 2001
Skills
Business Analysis, Performance Management, Inter-personal, Human Resources, Organizational..., Organizational Design, Organizational Structure, Business Strategy, Business Process..., Instructor-led Training, Leadership Development, Executive Coaching
Education
Regent University 2012 — 2015
PhD, Organizational Leadership
Franklin Pierce College 2009 — 2011
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
LeTourneau University 1998 — 2000
Bachelor of Business Management (BBM), Business Administration and Management, General, Summa Cum Laude
Self Employed May 2012 - Present
Franklin Pierce University March 2010 - May 2011
VALIC April 2006 - March 2009
Elm Chiropractic Center July 2003 - April 2006
Fidelity Investments November 2001 - June 2003
Fidelity Investments July 1997 - November 2001
Skills
Business Analysis, Performance Management, Inter-personal, Human Resources, Organizational..., Organizational Design, Organizational Structure, Business Strategy, Business Process..., Instructor-led Training, Leadership Development, Executive Coaching
Education
Regent University 2012 — 2015
PhD, Organizational Leadership
Franklin Pierce College 2009 — 2011
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
LeTourneau University 1998 — 2000
Bachelor of Business Management (BBM), Business Administration and Management, General, Summa Cum Laude
Sonja Thornton, MBA Sonja Thornton, MBA's VALIC Experience July 2008 - October 2012
Job Enterprise Director of Talent Acquisition at United Recovery Systems LP
Industry Human Resources
Experience
United Recovery Systems LP August 2014 - Present
Confidential Financial Services May 2014 - July 2014
Sysco December 2012 - May 2014
Chartis August 2012 - December 2012
VALIC July 2008 - October 2012
Korn/Ferry Futurestep November 2004 - June 2008
The Home Depot 1998 - 2003
Kmart Corporation 2000 - 2001
Skills
Talent Acquisition, Employee Relations, Talent Management, Recruiting, Sourcing, Manage Client..., Management Coaching, Great communications..., expert in training and..., Interviews, Human Resources, HR Consulting, Organizational..., Performance Management, Strategy, Technical Recruiting, Hiring, Leadership, Management, Onboarding, Applicant Tracking..., College Recruiting, Taleo, Coaching, Workforce Planning, Employee Benefits, Succession Planning, Internet Recruiting, Resume Writing, HRIS, Policy, Training, Deferred Compensation, Benefits Administration, New Hire Orientations, PeopleSoft, Temporary Staffing, Employer Branding, Temporary Placement, Building Relationships, Benefits Negotiation, Staffing Services, Consulting, Personnel Management, Executive Search, Employee Training, Contract Recruitment, Employee Engagement, HR Policies, Screening Resumes
Education
Capella University 2010 — 2014
Doctor of Philosophy (Ph.D.), Organization & Development
LeTourneau University 2006 — 2008
MBA, Human Resources
Willowridge HS 1985 — 1989
Houston Baptist University
Stephen F. Austin State University
United Recovery Systems LP August 2014 - Present
Confidential Financial Services May 2014 - July 2014
Sysco December 2012 - May 2014
Chartis August 2012 - December 2012
VALIC July 2008 - October 2012
Korn/Ferry Futurestep November 2004 - June 2008
The Home Depot 1998 - 2003
Kmart Corporation 2000 - 2001
Skills
Talent Acquisition, Employee Relations, Talent Management, Recruiting, Sourcing, Manage Client..., Management Coaching, Great communications..., expert in training and..., Interviews, Human Resources, HR Consulting, Organizational..., Performance Management, Strategy, Technical Recruiting, Hiring, Leadership, Management, Onboarding, Applicant Tracking..., College Recruiting, Taleo, Coaching, Workforce Planning, Employee Benefits, Succession Planning, Internet Recruiting, Resume Writing, HRIS, Policy, Training, Deferred Compensation, Benefits Administration, New Hire Orientations, PeopleSoft, Temporary Staffing, Employer Branding, Temporary Placement, Building Relationships, Benefits Negotiation, Staffing Services, Consulting, Personnel Management, Executive Search, Employee Training, Contract Recruitment, Employee Engagement, HR Policies, Screening Resumes
Education
Capella University 2010 — 2014
Doctor of Philosophy (Ph.D.), Organization & Development
LeTourneau University 2006 — 2008
MBA, Human Resources
Willowridge HS 1985 — 1989
Houston Baptist University
Stephen F. Austin State University
Abbie Walston Abbie Walston's VALIC Experience January 2010 - July 2010
Job Grains & Ethanol Accountant at Conestoga Energy Partners
Industry Accounting
Experience
Conestoga Energy Partners January 2011 - Present
VALIC January 2010 - July 2010
Dodge City Community College June 2007 - June 2009
Lane Retail Liquor January 2001 - July 2004
Skills
Account Reconciliation, Accounts Payable, Grain, Accounting, Accounts Receivable, Invoicing, Ethanol, Budgets, Microsoft Excel, General Ledger, Spreadsheets, QuickBooks, Bookkeeping, 10 Key, Microsoft Office, Cash Flow, Inventory Management, Peachtree, Customer Service, Payroll, Internal Audit, Financial Accounting, Journal Entries, Accruals, Bank Reconciliation, Training, Financial Reporting, Fixed Assets, Great Plains Software, Purchasing, Balance, Payroll Taxes, Expenses, Variance Analysis, Revenue Recognition, Sales Tax, Cost Accounting, Business Planning, Financial Statements, Year-end Close, Auditing, Mas 90, Monthly Close, Cash Receipts, Cash, Ledger, Forensic Accounting, Monthly Closing, Accounting Applications, Job Costing
Education
Florida Metropolitan University 2006 — 2010
Bachelor of Science, Accounting
University of Phoenix 2001 — 2003
Bachelor's degree, Accounting
Dodge City Community College 2001 — 2002
Associate of Arts (AA), Accounting and Business/Management
Conestoga Energy Partners January 2011 - Present
VALIC January 2010 - July 2010
Dodge City Community College June 2007 - June 2009
Lane Retail Liquor January 2001 - July 2004
Skills
Account Reconciliation, Accounts Payable, Grain, Accounting, Accounts Receivable, Invoicing, Ethanol, Budgets, Microsoft Excel, General Ledger, Spreadsheets, QuickBooks, Bookkeeping, 10 Key, Microsoft Office, Cash Flow, Inventory Management, Peachtree, Customer Service, Payroll, Internal Audit, Financial Accounting, Journal Entries, Accruals, Bank Reconciliation, Training, Financial Reporting, Fixed Assets, Great Plains Software, Purchasing, Balance, Payroll Taxes, Expenses, Variance Analysis, Revenue Recognition, Sales Tax, Cost Accounting, Business Planning, Financial Statements, Year-end Close, Auditing, Mas 90, Monthly Close, Cash Receipts, Cash, Ledger, Forensic Accounting, Monthly Closing, Accounting Applications, Job Costing
Education
Florida Metropolitan University 2006 — 2010
Bachelor of Science, Accounting
University of Phoenix 2001 — 2003
Bachelor's degree, Accounting
Dodge City Community College 2001 — 2002
Associate of Arts (AA), Accounting and Business/Management
Trip Hargraves Trip Hargraves's VALIC Experience August 2015 - Present
Job Financial Advisor
Industry Investment Management
Experience
VALIC August 2015 - Present
State Farm Agent November 2012 - Present
Skills
Retirement, Investments
Education
Georgia Southern University
Bachelor of Business Administration (BBA), Accounting and Finance
VALIC August 2015 - Present
State Farm Agent November 2012 - Present
Skills
Retirement, Investments
Education
Georgia Southern University
Bachelor of Business Administration (BBA), Accounting and Finance
Teresa Westerman's VALIC Experience September 1996 - January 1998
Job Talent Acquisition Specialist at GHG Corporation
Industry Information Technology and Services
Experience
GHG Corporation June 2013 - Present
Coldwater Creek March 2009 - May 2013
Flexforce Staffing Services January 2003 - March 2004
Self Employed April 2002 - December 2002
SAIC June 1999 - February 2000
Northrop Grumman January 1998 - January 1999
VALIC September 1996 - January 1998
Unisys Space Systems August 1989 - May 1996
Skills
Talent Acquisition, Personnel Management, Employee Relations, Human Resources, Performance Management, New Hire Orientations, Interviews, Deferred Compensation, Training, Sourcing, College Recruiting, Temporary Placement, Employee Benefits, Recruiting
Education
Kansas State University 1978 — 1982
BS, Human Ecology
GHG Corporation June 2013 - Present
Coldwater Creek March 2009 - May 2013
Flexforce Staffing Services January 2003 - March 2004
Self Employed April 2002 - December 2002
SAIC June 1999 - February 2000
Northrop Grumman January 1998 - January 1999
VALIC September 1996 - January 1998
Unisys Space Systems August 1989 - May 1996
Skills
Talent Acquisition, Personnel Management, Employee Relations, Human Resources, Performance Management, New Hire Orientations, Interviews, Deferred Compensation, Training, Sourcing, College Recruiting, Temporary Placement, Employee Benefits, Recruiting
Education
Kansas State University 1978 — 1982
BS, Human Ecology
Yvonne Feece Yvonne Feece's VALIC Experience June 2010 - September 2013
Job Yvonne Feece Photography
Industry Photography
Experience
Yvonne Feece Photography June 1997 - Present
VALIC June 2010 - September 2013
Ritz Camera July 2004 - December 2010
Skills
Photography, Portraits, Pets, Commercial Photography, Food Photography, Advertising, Nonprofits, Non-profits, Customer Service, Editing, Magazines, Magazine Layout Design, Journalism, Photoshop, QuarkXPress, Microsoft Office, Volunteer Management, Process Improvement, Editorial, Portrait Photography, Training, Digital Photography, Adobe Creative Suite, Social Media, Social Networking, Event Photography, Social Media Marketing, Mac
Education
Memorial Senior High 1992 — 1996
Houston Community College
Photography Certification
University of Houston
English, Photography, Asian American Studies Minor
Yvonne Feece Photography June 1997 - Present
VALIC June 2010 - September 2013
Ritz Camera July 2004 - December 2010
Skills
Photography, Portraits, Pets, Commercial Photography, Food Photography, Advertising, Nonprofits, Non-profits, Customer Service, Editing, Magazines, Magazine Layout Design, Journalism, Photoshop, QuarkXPress, Microsoft Office, Volunteer Management, Process Improvement, Editorial, Portrait Photography, Training, Digital Photography, Adobe Creative Suite, Social Media, Social Networking, Event Photography, Social Media Marketing, Mac
Education
Memorial Senior High 1992 — 1996
Houston Community College
Photography Certification
University of Houston
English, Photography, Asian American Studies Minor
Eric Souders's VALIC Experience October 1997 - October 2008
Job Wealth management advisor helping people invest according to their social and environmental values.
Industry Financial Services
Experience
Ascendant Financial Solutions October 2008 - Present
VALIC October 1997 - October 2008
Skills
Wealth Management, Investments, Retirement Planning, Socially Responsible..., Wealth Management..., Wealth, Securities, Financial Services, Small Business, Finance, FINRA, Personal Finance, Tax, Investment Advisory, Asset Allocation, Financial Goals, Series 63, Mutual Funds, Management Consulting
Education
Indiana University Bloomington 1985 — 1989
Bachelor's degree
Ascendant Financial Solutions October 2008 - Present
VALIC October 1997 - October 2008
Skills
Wealth Management, Investments, Retirement Planning, Socially Responsible..., Wealth Management..., Wealth, Securities, Financial Services, Small Business, Finance, FINRA, Personal Finance, Tax, Investment Advisory, Asset Allocation, Financial Goals, Series 63, Mutual Funds, Management Consulting
Education
Indiana University Bloomington 1985 — 1989
Bachelor's degree
Brittney Lee's VALIC Experience August 2014 - Present
Job Sales Assistant at VALIC
Industry Financial Services
Experience
VALIC August 2014 - Present
Lowe's Companies, Inc. February 2012 - July 2014
Skills
Customer Service, Administrative..., Appointment Scheduling, Time Management, Sales, Teamwork, Data Entry, Retail, Telephone Skills, Retail Sales
Education
Indiana University-Purdue University at Indianapolis 2012 — 2016
Bachelor of Science, Finance, International Studies
VALIC August 2014 - Present
Lowe's Companies, Inc. February 2012 - July 2014
Skills
Customer Service, Administrative..., Appointment Scheduling, Time Management, Sales, Teamwork, Data Entry, Retail, Telephone Skills, Retail Sales
Education
Indiana University-Purdue University at Indianapolis 2012 — 2016
Bachelor of Science, Finance, International Studies
Drew Thompson, CFP®'s VALIC Experience April 2014 - Present
Job Financial Planning Advisor at VALIC
Industry Financial Services
Experience
VALIC April 2014 - Present
Merrill Edge June 2010 - March 2014
F & S Asset Management Group April 2005 - July 2010
Henderson Group April 2003 - December 2004
American Express Financial Advisors September 2002 - April 2003
Skills
Series 7, Series 66, Strategic Financial..., Portfolio Management, Investments, Finance, Investment Strategies, Retirement, Financial Services, Management, Strategy, CRM, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning
Education
The American College 2003 — 2008
Certified Financial Planner Program
Florida State University 1996 — 2000
BS, Business Administration – Finance
VALIC April 2014 - Present
Merrill Edge June 2010 - March 2014
F & S Asset Management Group April 2005 - July 2010
Henderson Group April 2003 - December 2004
American Express Financial Advisors September 2002 - April 2003
Skills
Series 7, Series 66, Strategic Financial..., Portfolio Management, Investments, Finance, Investment Strategies, Retirement, Financial Services, Management, Strategy, CRM, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning
Education
The American College 2003 — 2008
Certified Financial Planner Program
Florida State University 1996 — 2000
BS, Business Administration – Finance
Donna Lail, MBA, CFP®, CLU®'s VALIC Experience July 2009 - August 2010
Job Financial Specialist
Industry Financial Services
Experience
PNC July 2013 - Present
Wells Fargo Advisors September 2010 - May 2013
Purdue University Calumet January 2012 - April 2012
VALIC July 2009 - August 2010
Ameriprise Financial September 2005 - August 2008
Western & Southern Financial Group January 2005 - May 2005
CUNA Mutual Group August 2003 - September 2004
MetLife Financial Services October 2001 - May 2003
H&R Block Financial Advisors (Ameriprise) January 1999 - August 2001
Prudential Financial May 1991 - January 1999
Education
Purdue University Calumet 2002 — 2005
MBA, Management
Governors State University 2001 — 2002
BA, Interdisciplinary Studies
Purdue University Calumet 1998 — 2001
A.S., Management
Thornton Fractional South 1975 — 1979
"Gifted", Leadership
PNC July 2013 - Present
Wells Fargo Advisors September 2010 - May 2013
Purdue University Calumet January 2012 - April 2012
VALIC July 2009 - August 2010
Ameriprise Financial September 2005 - August 2008
Western & Southern Financial Group January 2005 - May 2005
CUNA Mutual Group August 2003 - September 2004
MetLife Financial Services October 2001 - May 2003
H&R Block Financial Advisors (Ameriprise) January 1999 - August 2001
Prudential Financial May 1991 - January 1999
Education
Purdue University Calumet 2002 — 2005
MBA, Management
Governors State University 2001 — 2002
BA, Interdisciplinary Studies
Purdue University Calumet 1998 — 2001
A.S., Management
Thornton Fractional South 1975 — 1979
"Gifted", Leadership
Bob Davee, CFP Bob Davee, CFP's VALIC Experience March 2011 - Present
Job Investment Advisor Representitive at VALIC
Industry Financial Services
Experience
VALIC March 2011 - Present
Skills
Asset Management, Alternative Investments, Asset, Client Service, Retirement, Investor Presentations, New Business Development, Real Estate Investment, Asset Managment
Education
University of Georgia - Terry College of Business 2013 — 2014
Financial Planning Certificate Program
Indiana University - Kelley School of Business
BS, Finance with Honors
Northwestern University - Kellogg School of Management
MBA, Marketing, Finance
VALIC March 2011 - Present
Skills
Asset Management, Alternative Investments, Asset, Client Service, Retirement, Investor Presentations, New Business Development, Real Estate Investment, Asset Managment
Education
University of Georgia - Terry College of Business 2013 — 2014
Financial Planning Certificate Program
Indiana University - Kelley School of Business
BS, Finance with Honors
Northwestern University - Kellogg School of Management
MBA, Marketing, Finance
Kimberly Wille Kimberly Wille's VALIC Experience March 2011 - June 2014
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
VALIC March 2011 - June 2014
VALIC August 2008 - March 2011
Ganick Communications June 2007 - August 2008
Skills
Mutual Funds, Series 7, Retirement, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Uniform Combined State..., Investment Strategies, IRAs
Education
University of Tennessee-Knoxville - College of Business Administration
Bachelor's degree, Business Administration/ Marketing Major
Merrill Lynch June 2014 - Present
VALIC March 2011 - June 2014
VALIC August 2008 - March 2011
Ganick Communications June 2007 - August 2008
Skills
Mutual Funds, Series 7, Retirement, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Uniform Combined State..., Investment Strategies, IRAs
Education
University of Tennessee-Knoxville - College of Business Administration
Bachelor's degree, Business Administration/ Marketing Major
Jacob Fleming Jacob Fleming's VALIC Experience August 2015 - Present
Job Financial Advisor with VALIC
Industry Financial Services
Experience
VALIC August 2015 - Present
Virginia Air National Guard September 2008 - Present
SMI Center for Business Acceleration January 2015 - May 2015
Skills
Series 7, Series 66, Leadership, Customer Service, Public Speaking, Microsoft Office, Public Relations
Education
James Madison University 2013 — 2015
Bachelor of Science (B.S.), Communication
VALIC August 2015 - Present
Virginia Air National Guard September 2008 - Present
SMI Center for Business Acceleration January 2015 - May 2015
Skills
Series 7, Series 66, Leadership, Customer Service, Public Speaking, Microsoft Office, Public Relations
Education
James Madison University 2013 — 2015
Bachelor of Science (B.S.), Communication
Brad Ackerman's VALIC Experience 1998 - 1999
Job Sales at Lennar at Twin Eagles
Industry Real Estate
Experience
Lennar 2012 - Present
WCI Communities March 2005 - August 2007
BenefitOne of America 2000 - 2004
VALIC 1998 - 1999
Mutual of America 1990 - 1998
Skills
Sales, Real Estate, Customer Service, Negotiation, Contract Negotiation, Marketing, Residential Homes, Investment Properties, Sellers, First Time Home Buyers, Real Estate Transactions, Team Building, Sales Management, Construction
Education
University of Pennsylvania - The Wharton School 1991 — 1996
CEBS Designations: Retirement Plans Associate and Group Benefits Associate
Greenville College 1979 — 1983
Bachelor's degree
Lennar 2012 - Present
WCI Communities March 2005 - August 2007
BenefitOne of America 2000 - 2004
VALIC 1998 - 1999
Mutual of America 1990 - 1998
Skills
Sales, Real Estate, Customer Service, Negotiation, Contract Negotiation, Marketing, Residential Homes, Investment Properties, Sellers, First Time Home Buyers, Real Estate Transactions, Team Building, Sales Management, Construction
Education
University of Pennsylvania - The Wharton School 1991 — 1996
CEBS Designations: Retirement Plans Associate and Group Benefits Associate
Greenville College 1979 — 1983
Bachelor's degree
Juanita Andrade Juanita Andrade's VALIC Experience November 1980 - June 1989
Job Administrative Assistant III at LyondellBasell
Industry Chemicals
Experience
LyondellBasell January 2002 - Present
Enron May 1994 - December 2001
VALIC November 1980 - June 1989
Skills
Powerpoint, Microsoft Word, Microsoft Excel, Human Resources, SAP
Education
Houston Community College 1980 — 1981
Jefferson Davis High School
LyondellBasell January 2002 - Present
Enron May 1994 - December 2001
VALIC November 1980 - June 1989
Skills
Powerpoint, Microsoft Word, Microsoft Excel, Human Resources, SAP
Education
Houston Community College 1980 — 1981
Jefferson Davis High School
Joe Harsel Joe Harsel's VALIC Experience April 2011 - Present
Job
Industry Financial Services
Experience
VALIC April 2011 - Present
Social Impact Partners, LLC January 2009 - Present
Erickson Retirement November 2007 - January 2009
Erickson Retirement Communities 2003 - 2007
Prison Fellowship Ministries May 2002 - July 2003
Young Life September 1991 - June 2001
Skills
Financial Planning, Non-profits, Policy, Public Speaking, Fundraising, Insightful Questions, Problem Solving, Strategic Financial..., Leadership, Strategic Planning, Leadership Development, Budgets, Business Strategy, Customer Service, Program Management, Team Building, Management, Training, Nonprofits, Project Management, Marketing, Coaching, Start-ups, Strategic Communications, Healthcare, Negotiation, Community Outreach, Entrepreneurship, Employee Benefits, Money Management, Witty Retorts, Management Consulting, Analysis, Organizational..., Finance, Business Development, Business Planning, Executive Management, Proposal Writing, Small Business, Time Management, Mergers
Education
James Madison University 1984 — 1988
B.S.
University of Maryland Baltimore County 2005 — 2007
Grad Certificate
Fuller Theological Seminary 1992 — 2000
M.A.
VALIC April 2011 - Present
Social Impact Partners, LLC January 2009 - Present
Erickson Retirement November 2007 - January 2009
Erickson Retirement Communities 2003 - 2007
Prison Fellowship Ministries May 2002 - July 2003
Young Life September 1991 - June 2001
Skills
Financial Planning, Non-profits, Policy, Public Speaking, Fundraising, Insightful Questions, Problem Solving, Strategic Financial..., Leadership, Strategic Planning, Leadership Development, Budgets, Business Strategy, Customer Service, Program Management, Team Building, Management, Training, Nonprofits, Project Management, Marketing, Coaching, Start-ups, Strategic Communications, Healthcare, Negotiation, Community Outreach, Entrepreneurship, Employee Benefits, Money Management, Witty Retorts, Management Consulting, Analysis, Organizational..., Finance, Business Development, Business Planning, Executive Management, Proposal Writing, Small Business, Time Management, Mergers
Education
James Madison University 1984 — 1988
B.S.
University of Maryland Baltimore County 2005 — 2007
Grad Certificate
Fuller Theological Seminary 1992 — 2000
M.A.
Priscilla Jimenez Priscilla Jimenez's VALIC Experience June 2008 - August 2011
Job Energy Property Underwriter at AIG
Industry Insurance
Experience
AIG July 2013 - Present
Houston Texans August 2011 - Present
Chartis June 2012 - August 2012
VALIC June 2008 - August 2011
Sacred Heart of the Co August 2009 - May 2011
Randall's Flagship March 2007 - August 2008
Skills
Public Speaking, Time Management, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Advertising, Marketing, Sales, Event Planning, Customer Service, Morningstar, Event Management, Budgets, Analysis, Research, Teamwork, Project Planning, Leadership
Education
University of St. Thomas (TX) 2011 — 2013
BBA, Finance Major
Houston Community College 2009 — 2011
AIG July 2013 - Present
Houston Texans August 2011 - Present
Chartis June 2012 - August 2012
VALIC June 2008 - August 2011
Sacred Heart of the Co August 2009 - May 2011
Randall's Flagship March 2007 - August 2008
Skills
Public Speaking, Time Management, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Advertising, Marketing, Sales, Event Planning, Customer Service, Morningstar, Event Management, Budgets, Analysis, Research, Teamwork, Project Planning, Leadership
Education
University of St. Thomas (TX) 2011 — 2013
BBA, Finance Major
Houston Community College 2009 — 2011
Robert Hoffer Robert Hoffer's VALIC Experience 2009 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC 2009 - Present
INOVA Federal Credit Union 1995 - 2006
Skills
Wealth Accumulation, Financial Planning, Retirement Planning, Financial Analysis, Stockbroking, Mutual Funds, Wealth Management, Term Life Insurance, Retirement Income..., Strategic Financial..., Stock Trading, Finance, Retirement, Asset Allocation, Investment Advisory, Series 7, Investments, Strategic Planning
Education
University of Notre Dame 1991 — 1992
Holy Cross College 1989 — 1991
VALIC 2009 - Present
INOVA Federal Credit Union 1995 - 2006
Skills
Wealth Accumulation, Financial Planning, Retirement Planning, Financial Analysis, Stockbroking, Mutual Funds, Wealth Management, Term Life Insurance, Retirement Income..., Strategic Financial..., Stock Trading, Finance, Retirement, Asset Allocation, Investment Advisory, Series 7, Investments, Strategic Planning
Education
University of Notre Dame 1991 — 1992
Holy Cross College 1989 — 1991
Charlie Capozzoli Charlie Capozzoli's VALIC Experience October 2013 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC October 2013 - Present
Northwestern Mutual June 2010 - October 2013
Northwestern Mutual 2010 - 2010
Capozzoli Commercial Inc May 2009 - August 2009
Skills
Risk Management, Financial Services, Strategic Financial..., Securities, Finance, Personal Finance, Tax, Disability Insurance, Mutual Funds, Investments, Insurance, Financial Analysis, Employee Benefits, Retirement Planning, Fixed Annuities, Customer Service, Financial Planning, Leadership, Microsoft Office, Series 7
Education
Illinois Wesleyan University 2007 — 2011
Bachelor, Finance
Maine South 2003 — 2007
VALIC October 2013 - Present
Northwestern Mutual June 2010 - October 2013
Northwestern Mutual 2010 - 2010
Capozzoli Commercial Inc May 2009 - August 2009
Skills
Risk Management, Financial Services, Strategic Financial..., Securities, Finance, Personal Finance, Tax, Disability Insurance, Mutual Funds, Investments, Insurance, Financial Analysis, Employee Benefits, Retirement Planning, Fixed Annuities, Customer Service, Financial Planning, Leadership, Microsoft Office, Series 7
Education
Illinois Wesleyan University 2007 — 2011
Bachelor, Finance
Maine South 2003 — 2007
LeRoy Bizzell, CRPC LeRoy Bizzell, CRPC's VALIC Experience March 2000 - April 2010
Job Financial Advisor at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group April 2010 - Present
VALIC March 2000 - April 2010
Skills
Retirement Planning, Series 7, Financial Planning, Wealth Management, 401k, Investments, Insurance, Fixed Income, Retirement Income..., Portfolio Management
Education
Haslam College of Business at the University of Tennessee 1980 — 1984
BS, Management
The McCallie School 1974 — 1980
Williams Financial Group April 2010 - Present
VALIC March 2000 - April 2010
Skills
Retirement Planning, Series 7, Financial Planning, Wealth Management, 401k, Investments, Insurance, Fixed Income, Retirement Income..., Portfolio Management
Education
Haslam College of Business at the University of Tennessee 1980 — 1984
BS, Management
The McCallie School 1974 — 1980
Cheryl Daughenbaugh, CRC's VALIC Experience January 1998 - January 2002
Job Plan Director at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2014 - Present
ING U.S. April 2002 - April 2014
MetLife July 2001 - April 2002
VALIC January 1998 - January 2002
Skills
Equities, Securities, Mutual Funds, Retirement Plans, Retirement Planning, Compliance, Customer Service, 401k, Investments
Education
Henderson State University 1993 — 1994
Nursing
Voya Financial April 2014 - Present
ING U.S. April 2002 - April 2014
MetLife July 2001 - April 2002
VALIC January 1998 - January 2002
Skills
Equities, Securities, Mutual Funds, Retirement Plans, Retirement Planning, Compliance, Customer Service, 401k, Investments
Education
Henderson State University 1993 — 1994
Nursing
Richard Della Vedova's VALIC Experience March 2009 - December 2010
Job Vice President, Region Manager at US Bancorp Investments
Industry Financial Services
Experience
USBI - US Bancorp Investments December 2010 - Present
VALIC March 2009 - December 2010
UBS October 2006 - September 2007
Morgan Stanley April 1994 - September 2006
Piper Jaffray November 1985 - April 1994
Skills
Marketing, Investments, Recruiting, Management, Wealth Management, Finance, Training, Series 7, Series 63, Mutual Funds, Small Business Lending, Commercial Lending, Banking, Portfolio Management, Consumer Lending, Financial Services, Retirement Planning
Education
Hamline University 1979 — 1982
BA, Business
Samford University
Samford University
Samford University
West High School
West High School
USBI - US Bancorp Investments December 2010 - Present
VALIC March 2009 - December 2010
UBS October 2006 - September 2007
Morgan Stanley April 1994 - September 2006
Piper Jaffray November 1985 - April 1994
Skills
Marketing, Investments, Recruiting, Management, Wealth Management, Finance, Training, Series 7, Series 63, Mutual Funds, Small Business Lending, Commercial Lending, Banking, Portfolio Management, Consumer Lending, Financial Services, Retirement Planning
Education
Hamline University 1979 — 1982
BA, Business
Samford University
Samford University
Samford University
West High School
West High School
Amanda Maggio Amanda Maggio's VALIC Experience August 2014 - Present
Job Financial advisor at VALIC
Industry Public Relations and Communications
Experience
VALIC August 2014 - Present
James Madison University April 2013 - May 2014
James Madison University August 2010 - May 2014
Habitat for Humanity International August 2013 - December 2013
Arlington Summer League Lacrosse June 2011 - June 2013
Skills
403 b, Variable Annuities, Life Insurance, Tax Shelters, Fixed Annuities, Financial Planning, Social Media, Public Speaking, Event Planning, PowerPoint, Facebook, Social Networking, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Customer Service, Time Management, Public Relations, Event Management, Marketing, Research, Teamwork, Fundraising, Editing, Press Releases
Education
James Madison University 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies (public relations concentration)
Washington-Lee High School 2006 — 2010
VALIC August 2014 - Present
James Madison University April 2013 - May 2014
James Madison University August 2010 - May 2014
Habitat for Humanity International August 2013 - December 2013
Arlington Summer League Lacrosse June 2011 - June 2013
Skills
403 b, Variable Annuities, Life Insurance, Tax Shelters, Fixed Annuities, Financial Planning, Social Media, Public Speaking, Event Planning, PowerPoint, Facebook, Social Networking, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Customer Service, Time Management, Public Relations, Event Management, Marketing, Research, Teamwork, Fundraising, Editing, Press Releases
Education
James Madison University 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies (public relations concentration)
Washington-Lee High School 2006 — 2010
Jason Oestreicher's VALIC Experience September 2009 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC September 2009 - Present
Merrill Lynch May 2007 - April 2009
Ameriprise Financial Services, Inc. August 2006 - May 2007
American Express April 2004 - August 2004
Skills
Wealth Management, Investment Advisory, Financial Advisory, Retirement Planning, Estate Planning, Disability Insurance, Life Insurance, Retirement, Asset Allocation, Mutual Funds, Strategic Financial..., Investments, Variable Annuities, Fixed Annuities, Series 7, Series 63, Series 65, Portfolio Management, Financial Services, Financial Analysis, Financial Planning
Education
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Florida State University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Chaminade Madonna College Preparatory 2000 — 2002
St. Thomas Aquinas 1998 — 2000
VALIC September 2009 - Present
Merrill Lynch May 2007 - April 2009
Ameriprise Financial Services, Inc. August 2006 - May 2007
American Express April 2004 - August 2004
Skills
Wealth Management, Investment Advisory, Financial Advisory, Retirement Planning, Estate Planning, Disability Insurance, Life Insurance, Retirement, Asset Allocation, Mutual Funds, Strategic Financial..., Investments, Variable Annuities, Fixed Annuities, Series 7, Series 63, Series 65, Portfolio Management, Financial Services, Financial Analysis, Financial Planning
Education
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Florida State University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Chaminade Madonna College Preparatory 2000 — 2002
St. Thomas Aquinas 1998 — 2000
Paul Mastroieni Paul Mastroieni's VALIC Experience November 2013 - Present
Job Financial Advisor at Valic
Industry Financial Services
Experience
Valic November 2013 - Present
Merrill Lynch January 2013 - October 2013
Morgan Stanley April 2012 - January 2013
Classic Floors of Clifton Park October 2010 - March 2012
Carpet Warehouse January 2005 - September 2010
OMK Floor Covering, Inc January 1990 - September 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, English, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Sales, Leadership Development, Management, Sales Management, Pricing, Team Building, Analysis, Finance, Social Media Marketing, Marketing, Negotiation, Purchasing, Marketing Strategy, Leadership, New Business Development, Business Planning, Small Business, Customer Retention, Team Leadership, Market Research, Business Strategy, Contract Negotiation, Business Development, Insurance, Retail, Account Management, Strategy, Sales Operations, Entrepreneurship, Selling, Customer Satisfaction, Time Management, Real Estate
Education
Iona College 1986 — 1988
MBA, Finance
Iona College 1981 — 1985
BBA, Management
Valic November 2013 - Present
Merrill Lynch January 2013 - October 2013
Morgan Stanley April 2012 - January 2013
Classic Floors of Clifton Park October 2010 - March 2012
Carpet Warehouse January 2005 - September 2010
OMK Floor Covering, Inc January 1990 - September 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, English, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Sales, Leadership Development, Management, Sales Management, Pricing, Team Building, Analysis, Finance, Social Media Marketing, Marketing, Negotiation, Purchasing, Marketing Strategy, Leadership, New Business Development, Business Planning, Small Business, Customer Retention, Team Leadership, Market Research, Business Strategy, Contract Negotiation, Business Development, Insurance, Retail, Account Management, Strategy, Sales Operations, Entrepreneurship, Selling, Customer Satisfaction, Time Management, Real Estate
Education
Iona College 1986 — 1988
MBA, Finance
Iona College 1981 — 1985
BBA, Management
Christy Beverly's VALIC Experience January 2008 - November 2009
Job Financial Auditor
Industry Financial Services
Experience
Wells Fargo November 2009 - August 2010
VALIC January 2008 - November 2009
H.D. Vest Financial Services (subsidiary of Wells Fargo) August 2006 - May 2007
Wells Fargo Advisors January 2005 - March 2006
Venturi Staffing Partners 2003 - 2004
Skills
Retirement Planning, Retirement Income..., Series 66, Wealth Preservation..., Series 7, Series 63, Life & Health Insurance..., Accredited Asset..., 529 Plans, Portfolio Management, Finance, Retirement, Wealth, Asset Management, Banking, Financial Analysis
Education
Keller Graduate School of Management of DeVry University 2011 — 2012
MBA, Accounting & Personal Finance
The University of Alabama 1995 — 2003
BS, Business Management
Wells Fargo November 2009 - August 2010
VALIC January 2008 - November 2009
H.D. Vest Financial Services (subsidiary of Wells Fargo) August 2006 - May 2007
Wells Fargo Advisors January 2005 - March 2006
Venturi Staffing Partners 2003 - 2004
Skills
Retirement Planning, Retirement Income..., Series 66, Wealth Preservation..., Series 7, Series 63, Life & Health Insurance..., Accredited Asset..., 529 Plans, Portfolio Management, Finance, Retirement, Wealth, Asset Management, Banking, Financial Analysis
Education
Keller Graduate School of Management of DeVry University 2011 — 2012
MBA, Accounting & Personal Finance
The University of Alabama 1995 — 2003
BS, Business Management
Lori Mishos Lori Mishos's VALIC Experience November 1997 - December 2012
Job C.O.O., Leadership Coach at Xperience, LLC
Industry Professional Training & Coaching
Experience
Xperience, LLC August 2014 - Present
Team Tony Cancer Foundation August 2010 - April 2014
VALIC November 1997 - December 2012
Skills
Coaching, Leadership Development, Polarity Thinking, Program Development, Strategic Planning, Strategic Partnerships, Fundraising, Nonprofits, Volunteer Management, Budget Management, Financial Planning, Leadership, Management, Change Management, Strategy, Public Speaking, Wealth Management, Retirement, Social Media, Mutual Funds, Series 63, Fixed Annuities, Strategic Financial..., Organizational..., 401k, IRAs, Securities, Team Building, Investments, Financial Services
Education
Georgetown University
Leadership Coaching Certification, Leadership/Coaching
University of South Florida - College of Business Administration
Finance
Xperience, LLC August 2014 - Present
Team Tony Cancer Foundation August 2010 - April 2014
VALIC November 1997 - December 2012
Skills
Coaching, Leadership Development, Polarity Thinking, Program Development, Strategic Planning, Strategic Partnerships, Fundraising, Nonprofits, Volunteer Management, Budget Management, Financial Planning, Leadership, Management, Change Management, Strategy, Public Speaking, Wealth Management, Retirement, Social Media, Mutual Funds, Series 63, Fixed Annuities, Strategic Financial..., Organizational..., 401k, IRAs, Securities, Team Building, Investments, Financial Services
Education
Georgetown University
Leadership Coaching Certification, Leadership/Coaching
University of South Florida - College of Business Administration
Finance
Amber Morris's VALIC Experience January 2012 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2012 - Present
Financial Partners Group April 2011 - January 2012
Chicago Title Insurance Company June 2006 - April 2011
Skills
Retirement Planning, Investments, Long Term Care Insurance, Life Insurance, Retirement, Wealth Management, Strategic Financial..., Insurance, Fixed Annuities
Education
Indiana University-Purdue University at Indianapolis 1996 — 2001
VALIC January 2012 - Present
Financial Partners Group April 2011 - January 2012
Chicago Title Insurance Company June 2006 - April 2011
Skills
Retirement Planning, Investments, Long Term Care Insurance, Life Insurance, Retirement, Wealth Management, Strategic Financial..., Insurance, Fixed Annuities
Education
Indiana University-Purdue University at Indianapolis 1996 — 2001
Bill Frogale, CFP® Bill Frogale, CFP®'s VALIC Experience October 2006 - November 2009
Job Account Executive Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
The Prudential Insurance Company of America December 2009 - January 2013
VALIC October 2006 - November 2009
Smith Barney May 2004 - October 2006
Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Asset Management, Retirement, Insurance
Education
The American College 2010 — 2014
George Mason University 2000 — 2005
BA, Economics
Fidelity Investments January 2013 - Present
The Prudential Insurance Company of America December 2009 - January 2013
VALIC October 2006 - November 2009
Smith Barney May 2004 - October 2006
Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Asset Management, Retirement, Insurance
Education
The American College 2010 — 2014
George Mason University 2000 — 2005
BA, Economics
Jeff Tinnin, CFP® Jeff Tinnin, CFP®'s VALIC Experience March 2010 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC March 2010 - Present
Oregon Financial Services Group January 2009 - March 2010
Bridges Financial & Realty Group January 2007 - January 2009
Bank of America November 2004 - August 2006
FleetBoston Bank August 2002 - November 2004
Columbia Management Company June 2000 - August 2002
Skills
Series 7, Wealth Management, Securities, Retirement Planning, Investments, Investment Advisory, Insurance
Education
George Fox University 2004 — 2006
MBA
Grand Canyon University 1993 — 1996
BBA, Finance
VALIC March 2010 - Present
Oregon Financial Services Group January 2009 - March 2010
Bridges Financial & Realty Group January 2007 - January 2009
Bank of America November 2004 - August 2006
FleetBoston Bank August 2002 - November 2004
Columbia Management Company June 2000 - August 2002
Skills
Series 7, Wealth Management, Securities, Retirement Planning, Investments, Investment Advisory, Insurance
Education
George Fox University 2004 — 2006
MBA
Grand Canyon University 1993 — 1996
BBA, Finance
Rob Philbrick Rob Philbrick's VALIC Experience March 2010 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC March 2010 - Present
TIAA-CREF 2006 - 2010
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Mutual Funds, Portfolio Management, Insurance, Financial Analysis, Financial Services, Retirement, Series 7, Series 63, Securities, Fixed Annuities, Series 65
Education
George Mason University 1989 — 1993
Bachelor of Arts (B.A.), International Economics
VALIC March 2010 - Present
TIAA-CREF 2006 - 2010
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Mutual Funds, Portfolio Management, Insurance, Financial Analysis, Financial Services, Retirement, Series 7, Series 63, Securities, Fixed Annuities, Series 65
Education
George Mason University 1989 — 1993
Bachelor of Arts (B.A.), International Economics
Spencer Polans Spencer Polans's VALIC Experience August 2015 - Present
Job Enrollment Specialist at VALIC
Industry
Experience
VALIC August 2015 - Present
Stoner Bunting Advertising June 2013 - October 2013
Skills
Facebook, Social Media Marketing, Editing, Research, Social Media
Education
Franklin & Marshall College 2010 — 2014
Religious Studies and Anthropology
VALIC August 2015 - Present
Stoner Bunting Advertising June 2013 - October 2013
Skills
Facebook, Social Media Marketing, Editing, Research, Social Media
Education
Franklin & Marshall College 2010 — 2014
Religious Studies and Anthropology
JD Wiedmaier, CFP® JD Wiedmaier, CFP®'s VALIC Experience 2005 - March 2014
Job Financial Advisor/ Founder of Milestone Financial
Industry Financial Services
Experience
Milestone Financial April 2014 - Present
VALIC 2005 - March 2014
American Funds 1993 - 2005
Skills
Retirement Planning, VRS, VRS - PLOP Benefit, Social Security, Long Term Care Insurance, Life Insurance, Mutual Funds, Variable Annuities, Fixed Annuities, IRAs, 403b, 401k, TSP, Wealth Accumulation, 529 Plans, Financial Advisory, 403 b, Investments, 401k Rollovers, Asset Management, Financial Services, Retirement, Securities
Education
James Madison University 1989 — 1991
Bachelor of Business Administration (BBA)
Old Dominion University 1987 — 1989
Milestone Financial April 2014 - Present
VALIC 2005 - March 2014
American Funds 1993 - 2005
Skills
Retirement Planning, VRS, VRS - PLOP Benefit, Social Security, Long Term Care Insurance, Life Insurance, Mutual Funds, Variable Annuities, Fixed Annuities, IRAs, 403b, 401k, TSP, Wealth Accumulation, 529 Plans, Financial Advisory, 403 b, Investments, 401k Rollovers, Asset Management, Financial Services, Retirement, Securities
Education
James Madison University 1989 — 1991
Bachelor of Business Administration (BBA)
Old Dominion University 1987 — 1989
Mary Turley Mary Turley's VALIC Experience September 2011 - November 2012
Job Sr. Client Services Manager at Empyrean Benefit Solutions
Industry Human Resources
Experience
Empyrean Benefit Solutions November 2012 - Present
Valic September 2011 - November 2012
Mercer Human Resource Consulting November 2007 - September 2011
Hewitt Associates November 1996 - May 2007
Skills
Benefits Administration, Defined Benefit, Human Resources, Employee Benefits, Open Enrollment, Performance Management, Employee Engagement, Employee Management, HIPAA, COBRA, Quality Assurance, Defined Contribution, 401k, Business Analysis, Call Centers, Change Management, HR Consulting, HRIS, Health Insurance
Education
Hawaii Pacific University
Business Administration and Management, General
Empyrean Benefit Solutions November 2012 - Present
Valic September 2011 - November 2012
Mercer Human Resource Consulting November 2007 - September 2011
Hewitt Associates November 1996 - May 2007
Skills
Benefits Administration, Defined Benefit, Human Resources, Employee Benefits, Open Enrollment, Performance Management, Employee Engagement, Employee Management, HIPAA, COBRA, Quality Assurance, Defined Contribution, 401k, Business Analysis, Call Centers, Change Management, HR Consulting, HRIS, Health Insurance
Education
Hawaii Pacific University
Business Administration and Management, General
BARBARA CANTWELL BARBARA CANTWELL's VALIC Experience August 1989 - September 2001
Job AAMS, Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Edward Jones October 2005 - November 2012
VALIC August 1989 - September 2001
Education
Wheelock College 1974 — 1977
BA, Education
Keene State College
BA, Psychology and Special Education
Ameriprise Financial Services, Inc. October 2012 - Present
Edward Jones October 2005 - November 2012
VALIC August 1989 - September 2001
Education
Wheelock College 1974 — 1977
BA, Education
Keene State College
BA, Psychology and Special Education
Gregory Springfield Gregory Springfield's VALIC Experience March 2003 - February 2014
Job Senior Vice President at Voya Financial
Industry Financial Services
Experience
Voya Financial February 2014 - Present
VALIC March 2003 - February 2014
VALIC Financial Advisors March 1997 - March 2003
Momentum Worldwide May 1993 - September 1996
Skills
Retirement Planning
Education
Kennesaw State University
Voya Financial February 2014 - Present
VALIC March 2003 - February 2014
VALIC Financial Advisors March 1997 - March 2003
Momentum Worldwide May 1993 - September 1996
Skills
Retirement Planning
Education
Kennesaw State University
Craig Lewis, CFP Craig Lewis, CFP's VALIC Experience July 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
VALIC July 2012 - Present
Invest N U January 2010 - June 2012
VALIC July 2007 - October 2008
Individual Financial Planning Practice November 1987 - September 2007
Young Life September 1977 - October 1981
Skills
Certified Financial..., Stock and Futures Trader, Retirement Plan..., Retirement Planning, Investment Advisory, Retirement, Strategic Financial..., Series 7, Estate Planning, Fixed Annuities, Investments, Mutual Funds, Wealth Management, 529 Plans, Uniform Combined State..., 401k Rollovers, Series 65, IRAs
Education
Fuller Theological Seminary 1977 — 1979
Youth Ministries Studies
The University of Georgia 1974 — 1977
Bachelor, Finance
VALIC July 2012 - Present
Invest N U January 2010 - June 2012
VALIC July 2007 - October 2008
Individual Financial Planning Practice November 1987 - September 2007
Young Life September 1977 - October 1981
Skills
Certified Financial..., Stock and Futures Trader, Retirement Plan..., Retirement Planning, Investment Advisory, Retirement, Strategic Financial..., Series 7, Estate Planning, Fixed Annuities, Investments, Mutual Funds, Wealth Management, 529 Plans, Uniform Combined State..., 401k Rollovers, Series 65, IRAs
Education
Fuller Theological Seminary 1977 — 1979
Youth Ministries Studies
The University of Georgia 1974 — 1977
Bachelor, Finance
Bridgette Ziolkowski's VALIC Experience October 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
VALIC October 2012 - Present
Franciscan Alliance, Inc. June 2012 - 2012
Langel's Pizzeria March 2010 - 2012
Develop Incorporated 2011 - 2011
EXPRESS May 2008 - May 2010
Skills
Bilingual-Polish, Marketing Communications, Proactivity, Initiator, Team Motivator, Information Seeking, Results Oriented, Humorist, Fashion, Harmony, Event Planning, Travel, Goal Oriented
Education
Indiana University-Northwest 2008 — 2012
Bachelor of Science, Business Administration
VALIC October 2012 - Present
Franciscan Alliance, Inc. June 2012 - 2012
Langel's Pizzeria March 2010 - 2012
Develop Incorporated 2011 - 2011
EXPRESS May 2008 - May 2010
Skills
Bilingual-Polish, Marketing Communications, Proactivity, Initiator, Team Motivator, Information Seeking, Results Oriented, Humorist, Fashion, Harmony, Event Planning, Travel, Goal Oriented
Education
Indiana University-Northwest 2008 — 2012
Bachelor of Science, Business Administration
Diana Croom Diana Croom's VALIC Experience February 1998 - June 2001
Job Owner, Interiors by Diana
Industry Design
Experience
Interiors by Diana Benefits AdvisorImpact BMSNovember 2008 - February 2012
VALIC February 1998 - June 2001
Skills
Insurance, Retirement Planning, Sales, Team Building, Customer Service, Employee Benefits, IRAs, Advertising
Education
Kennesaw State University 1981 — 1985
BBA with Marketing Major, Marketing
Interiors by Diana Benefits AdvisorImpact BMSNovember 2008 - February 2012
VALIC February 1998 - June 2001
Skills
Insurance, Retirement Planning, Sales, Team Building, Customer Service, Employee Benefits, IRAs, Advertising
Education
Kennesaw State University 1981 — 1985
BBA with Marketing Major, Marketing
Andrew McGinnis Andrew McGinnis's VALIC Experience April 2013 - Present
Job Retirement Specialist at VALIC
Industry Health, Wellness and Fitness
Experience
VALIC April 2013 - Present
HPF January 2010 - May 2013
The Melting Pot Restaurants March 2009 - January 2011
Starbucks September 2006 - September 2008
Skills
Microsoft Office, Sales, Customer Experience, People-oriented, New Business Development, PowerPoint, Microsoft Word, Team Building, Social Media, Customer Retention, Purchasing, Leadership
Education
Houston Baptist University 2008 — 2011
Management, Business
VALIC April 2013 - Present
HPF January 2010 - May 2013
The Melting Pot Restaurants March 2009 - January 2011
Starbucks September 2006 - September 2008
Skills
Microsoft Office, Sales, Customer Experience, People-oriented, New Business Development, PowerPoint, Microsoft Word, Team Building, Social Media, Customer Retention, Purchasing, Leadership
Education
Houston Baptist University 2008 — 2011
Management, Business
Damian J Lyons Damian J Lyons's VALIC Experience September 2010 - November 2012
Job Investment Professional
Industry Financial Services
Experience
PFS Investments September 2013 - Present
Nationwide Insurance November 2012 - May 2013
VALIC September 2010 - November 2012
Huntington Bank February 2010 - August 2010
Self July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Linsco/Private Ledger April 2007 - June 2009
LPL Financial Services 2007 - 2009
The Vanguard Group May 2005 - April 2007
Skills
Series 6, Series 7, Mutual Funds, Series 63, Retirement Planning, Retirement, IRAs, Securities, Uniform Combined State..., Insurance, Financial Advisory, Estate Planning, FINRA, Financial Planners, Financial Services, Investments, Life Insurance, Asset Managment, Fixed Annuities, Wealth Management, Bonds, Options, 401k, High Net Worth..., Customer Service, Asset Management, Financial Analysis, Finance, Portfolio Management, Loans, Financial Planning, Leadership, Microsoft Office, Sales, Strategic Planning, Coaching, Public Speaking
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Information Systems and Management (MISM), Data Administration and Management
Southern University A&M College 1994 — 2001
B.S, Rehabilitation Counseling
Southern University and Agricultural and Mechanical College at Baton Rouge 1994 — 2001
Bachelor of Science, Rehabilitation Counseling/Psychology
Scotlandville Magnet High School 1990 — 1994
High School Diploma
PFS Investments September 2013 - Present
Nationwide Insurance November 2012 - May 2013
VALIC September 2010 - November 2012
Huntington Bank February 2010 - August 2010
Self July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Linsco/Private Ledger April 2007 - June 2009
LPL Financial Services 2007 - 2009
The Vanguard Group May 2005 - April 2007
Skills
Series 6, Series 7, Mutual Funds, Series 63, Retirement Planning, Retirement, IRAs, Securities, Uniform Combined State..., Insurance, Financial Advisory, Estate Planning, FINRA, Financial Planners, Financial Services, Investments, Life Insurance, Asset Managment, Fixed Annuities, Wealth Management, Bonds, Options, 401k, High Net Worth..., Customer Service, Asset Management, Financial Analysis, Finance, Portfolio Management, Loans, Financial Planning, Leadership, Microsoft Office, Sales, Strategic Planning, Coaching, Public Speaking
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Information Systems and Management (MISM), Data Administration and Management
Southern University A&M College 1994 — 2001
B.S, Rehabilitation Counseling
Southern University and Agricultural and Mechanical College at Baton Rouge 1994 — 2001
Bachelor of Science, Rehabilitation Counseling/Psychology
Scotlandville Magnet High School 1990 — 1994
High School Diploma
Brent Neese's VALIC Experience May 2002 - December 2007
Job Senior Vice President, Government Markets at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement August 2011 - Present
EMPOWER Retirement January 2007 - August 2011
VALIC May 2002 - December 2007
VALIC May 1999 - May 2002
VALIC May 1995 - May 1999
Skills
401k, Series 7, Retirement, FINRA, Mutual Funds, Retirement Planning, Uniform Combined State..., IRAs, Employee Benefits, Insurance, Fixed Annuities, Series 63, Series 24, Sales Management, Defined Contribution, Financial Services, Series 6, Asset Allocation, Wealth Management, Asset Management, Sales, Pensions, ERISA, Qualified Retirement..., Relationship Management, Finance, Investments, Strategic Financial..., Securities, Defined Benefit, 401k Rollovers, Investment Strategies, Retirement Plan..., Series 65, Financial Advisory, Investment Advisory, Life Insurance, Alternative Investments, Financial Planners, Profit Sharing, Long-term Care, Life & Health Insurance..., Variable Annuities, Roth IRA, Separately Managed..., Portfolio Management, Personal Financial..., Fiduciary, Estate Planning
Education
Jacksonville University 1991 — 1995
BS, Business Adminstration
EMPOWER Retirement August 2011 - Present
EMPOWER Retirement January 2007 - August 2011
VALIC May 2002 - December 2007
VALIC May 1999 - May 2002
VALIC May 1995 - May 1999
Skills
401k, Series 7, Retirement, FINRA, Mutual Funds, Retirement Planning, Uniform Combined State..., IRAs, Employee Benefits, Insurance, Fixed Annuities, Series 63, Series 24, Sales Management, Defined Contribution, Financial Services, Series 6, Asset Allocation, Wealth Management, Asset Management, Sales, Pensions, ERISA, Qualified Retirement..., Relationship Management, Finance, Investments, Strategic Financial..., Securities, Defined Benefit, 401k Rollovers, Investment Strategies, Retirement Plan..., Series 65, Financial Advisory, Investment Advisory, Life Insurance, Alternative Investments, Financial Planners, Profit Sharing, Long-term Care, Life & Health Insurance..., Variable Annuities, Roth IRA, Separately Managed..., Portfolio Management, Personal Financial..., Fiduciary, Estate Planning
Education
Jacksonville University 1991 — 1995
BS, Business Adminstration
Patrick Beaman Patrick Beaman's VALIC Experience 1992 - 1999
Job Vice President Retirement Plan Consultant at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. June 2011 - Present
Neuberger Berman July 2008 - June 2011
Merrill Lynch January 2004 - August 2008
The Hartford January 2000 - 2004
VALIC 1992 - 1999
US Army 1989 - 1992
Skills
Retirement Planning, Retirement, 401k, Asset Allocation, Wealth Management, Investments, Alternative Investments, FINRA, Investment Advisory, Investment Strategies, Mutual Funds, Pensions, Qualified Retirement..., Securities, Series 6, Series 63, Series 7, Uniform Combined State...
Education
Georgia Southern University
B.S., Pschology
Georgia Southern University
MPA, Administration
Invesco Ltd. June 2011 - Present
Neuberger Berman July 2008 - June 2011
Merrill Lynch January 2004 - August 2008
The Hartford January 2000 - 2004
VALIC 1992 - 1999
US Army 1989 - 1992
Skills
Retirement Planning, Retirement, 401k, Asset Allocation, Wealth Management, Investments, Alternative Investments, FINRA, Investment Advisory, Investment Strategies, Mutual Funds, Pensions, Qualified Retirement..., Securities, Series 6, Series 63, Series 7, Uniform Combined State...
Education
Georgia Southern University
B.S., Pschology
Georgia Southern University
MPA, Administration
Marcin F. Swiderski Marcin F. Swiderski's VALIC Experience February 2005 - October 2010
Job Financial Adviser at The Legend Group
Industry Financial Services
Experience
The Legend Group October 2010 - Present
VALIC February 2005 - October 2010
Nationwide Insurance August 1999 - September 2001
Ameriprise Financial April 1998 - April 2000
Education
Franklin University 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8/4
The Ohio State University Fisher College of Business 1989 — 1994
Bachelor of Science, International Business Administration
The Legend Group October 2010 - Present
VALIC February 2005 - October 2010
Nationwide Insurance August 1999 - September 2001
Ameriprise Financial April 1998 - April 2000
Education
Franklin University 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8/4
The Ohio State University Fisher College of Business 1989 — 1994
Bachelor of Science, International Business Administration
Matt Heller, MBA, CFP®'s VALIC Experience March 2006 - May 2013
Job Senior Financial Planner at Day & Ennis, LLC
Industry Financial Services
Experience
Day & Ennis, LLC May 2013 - Present
VALIC March 2006 - May 2013
Upson Regional Medical Center March 2006 - May 2013
The Medical Center of Central Georgia March 2006 - May 2013
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Financial Advisory, Pensions, 401k, Financial Planners, Estate Planning, Wealth Management, Investment Advisory, Long-term Care, Securities, Mutual Funds, Asset Allocation, ERISA, Finance, Personal Finance, Investment Management, Disability Insurance, IRAs, Financial Analysis, Wealth, Investment Strategies, Asset Management, Alternative Investments
Education
University of Georgia - Terry College of Business 2010 — 2011
Financial Planner Program
Georgia Southern University - College of Business Administration 2008 — 2010
MBA, Masters of Business Administration
Georgia Southern University - College of Business Administration 2000 — 2004
B.S.
Day & Ennis, LLC May 2013 - Present
VALIC March 2006 - May 2013
Upson Regional Medical Center March 2006 - May 2013
The Medical Center of Central Georgia March 2006 - May 2013
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Financial Advisory, Pensions, 401k, Financial Planners, Estate Planning, Wealth Management, Investment Advisory, Long-term Care, Securities, Mutual Funds, Asset Allocation, ERISA, Finance, Personal Finance, Investment Management, Disability Insurance, IRAs, Financial Analysis, Wealth, Investment Strategies, Asset Management, Alternative Investments
Education
University of Georgia - Terry College of Business 2010 — 2011
Financial Planner Program
Georgia Southern University - College of Business Administration 2008 — 2010
MBA, Masters of Business Administration
Georgia Southern University - College of Business Administration 2000 — 2004
B.S.
Brian C. Jones, CFA Brian C. Jones, CFA's VALIC Experience May 2007 - September 2010
Job Equity Research Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan June 2015 - Present
Wells Fargo Advisors October 2010 - June 2013
VALIC May 2007 - September 2010
Education
NYU Stern School of Business 2013 — 2015
MBA
James Madison University 2002 — 2006
BBA
J.P. Morgan June 2015 - Present
Wells Fargo Advisors October 2010 - June 2013
VALIC May 2007 - September 2010
Education
NYU Stern School of Business 2013 — 2015
MBA
James Madison University 2002 — 2006
BBA
Adam Bunday's VALIC Experience January 2000 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2000 - Present
Skills
Strategic Financial..., Retirement, Retirement Planning, Uniform Combined State..., Investments
Education
Indiana University-Purdue University at Indianapolis 2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Health Services Administration
Burkburnett High School 1985 — 1989
VALIC January 2000 - Present
Skills
Strategic Financial..., Retirement, Retirement Planning, Uniform Combined State..., Investments
Education
Indiana University-Purdue University at Indianapolis 2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Health Services Administration
Burkburnett High School 1985 — 1989
Brian Marbury's VALIC Experience May 2014 - Present
Job Retirement Consultant
Industry Financial Services
Experience
VALIC May 2014 - Present
TGI Friday's 2007 - October 2013
Best Buy September 2009 - September 2012
Mounds Park Academy 2006 - 2007
Skills
Customer Service, Public Speaking, Microsoft Office, Leadership, Retail, Microsoft Excel, Social Networking, Spanish, Project Management, Teaching, Nonprofits, Writing, Excel, Sales
Education
University of Saint Thomas 2010 — 2012
Undergraduate, Political Science, Spanish
Hamline University 2006 — 2008
VALIC May 2014 - Present
TGI Friday's 2007 - October 2013
Best Buy September 2009 - September 2012
Mounds Park Academy 2006 - 2007
Skills
Customer Service, Public Speaking, Microsoft Office, Leadership, Retail, Microsoft Excel, Social Networking, Spanish, Project Management, Teaching, Nonprofits, Writing, Excel, Sales
Education
University of Saint Thomas 2010 — 2012
Undergraduate, Political Science, Spanish
Hamline University 2006 — 2008
Darin E. Leeman, PhD Darin E. Leeman, PhD's VALIC Experience November 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
VALIC November 2010 - Present
Southern New Hampshire University July 2010 - Present
UBS Financial Services June 2008 - November 2009
UBS May 2005 - June 2008
SODEXO (former SODEXHO) September 1987 - May 2005
Education
TUI University 2001 — 2008
Ph.D., Business Administration
Franklin Pierce University 1998 — 1999
MBA, Leadership
Franklin Pierce University 1994 — 1998
BS, International Business
VALIC November 2010 - Present
Southern New Hampshire University July 2010 - Present
UBS Financial Services June 2008 - November 2009
UBS May 2005 - June 2008
SODEXO (former SODEXHO) September 1987 - May 2005
Education
TUI University 2001 — 2008
Ph.D., Business Administration
Franklin Pierce University 1998 — 1999
MBA, Leadership
Franklin Pierce University 1994 — 1998
BS, International Business
Clint Braswell Clint Braswell's VALIC Experience January 2012 - March 2015
Job Senior Partner at Courtney & Braswell Financial Group, LLC
Industry Financial Services
Experience
Courtney & Braswell Financial Group, LLC April 2015 - Present
VALIC January 2012 - March 2015
Accent Technologies February 2009 - December 2010
UBS October 2007 - January 2009
A.G. Edwards & Sons, Inc. August 2006 - October 2007
Education
Florida State University 1984 — 1987
Master of Science (MS), Computer Science
Florida State University - College of Business 1980 — 1982
BS, Business/Marketing
Courtney & Braswell Financial Group, LLC April 2015 - Present
VALIC January 2012 - March 2015
Accent Technologies February 2009 - December 2010
UBS October 2007 - January 2009
A.G. Edwards & Sons, Inc. August 2006 - October 2007
Education
Florida State University 1984 — 1987
Master of Science (MS), Computer Science
Florida State University - College of Business 1980 — 1982
BS, Business/Marketing
Jim Woolley, CFP®'s VALIC Experience November 2009 - Present
Job Certified Financial Planner at J Woolley Financial, Inc.
Industry Financial Services
Experience
J Woolley Financial, Inc. August 2015 - Present
VALIC November 2009 - Present
UCCS Toastmasters; District 26 Toastmasters January 2006 - February 2013
Allstate Financial March 2007 - November 2009
Envoy Financial September 2005 - September 2006
Financial Professionals Group, Inc May 2002 - August 2005
First Financial Resources, LLC May 2001 - May 2002
Single Source Marketing August 2000 - January 2001
American Express Financial Advisors May 1999 - August 2000
Skills
Financial Planning, Term Life Insurance, Asset Management, Asset Allocation, Income Protection, Retirement Planning, Retirement Plans, Retirement Income..., Brokerage Accounts, IRA's, Roth IRA, Estate Planning, 403b Plans, 401k Rollovers, 401k Plans, Non-profits, School Districts, Charter Schools, Strategic Financial..., Team Leadership, 401k, Public Speaking, Financial Advisory, Retirement, Life Insurance, Mutual Funds, Long-term Care, Financial Services, Finance, Leadership, Training, Business Planning, IRAs
Education
CFP Board of Standards 2013 — 2013
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
The American College 2003 — 2011
Gonzaga University 1995 — 1999
Bachelor of Arts (BA), Major in Journalism; Minors in History and Music, 3.8
J Woolley Financial, Inc. August 2015 - Present
VALIC November 2009 - Present
UCCS Toastmasters; District 26 Toastmasters January 2006 - February 2013
Allstate Financial March 2007 - November 2009
Envoy Financial September 2005 - September 2006
Financial Professionals Group, Inc May 2002 - August 2005
First Financial Resources, LLC May 2001 - May 2002
Single Source Marketing August 2000 - January 2001
American Express Financial Advisors May 1999 - August 2000
Skills
Financial Planning, Term Life Insurance, Asset Management, Asset Allocation, Income Protection, Retirement Planning, Retirement Plans, Retirement Income..., Brokerage Accounts, IRA's, Roth IRA, Estate Planning, 403b Plans, 401k Rollovers, 401k Plans, Non-profits, School Districts, Charter Schools, Strategic Financial..., Team Leadership, 401k, Public Speaking, Financial Advisory, Retirement, Life Insurance, Mutual Funds, Long-term Care, Financial Services, Finance, Leadership, Training, Business Planning, IRAs
Education
CFP Board of Standards 2013 — 2013
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
The American College 2003 — 2011
Gonzaga University 1995 — 1999
Bachelor of Arts (BA), Major in Journalism; Minors in History and Music, 3.8
Kent Smith, LUTCF, ChFC Kent Smith, LUTCF, ChFC's VALIC Experience August 2012 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2012 - Present
Skills
Team Building, Insurance, Customer Service, Strategic Planning, Employee Benefits, Project Management, Sales Management, Management, Training, Process Improvement, Business Analysis, Disaster Recovery, Customer Satisfaction, Networking, Business Planning, Program Management, Public Speaking, Marketing, Leadership, Project Planning, Small Business, Fundraising, Strategic Financial..., Time Management, Investments, Retirement Planning, Finance, Long-term Care, Life Insurance, Retirement, Mutual Funds, Financial Planning
Education
The American College 2007 — 2012
ChFC
Kent State University 1980 — 1985
BBA
VALIC August 2012 - Present
Skills
Team Building, Insurance, Customer Service, Strategic Planning, Employee Benefits, Project Management, Sales Management, Management, Training, Process Improvement, Business Analysis, Disaster Recovery, Customer Satisfaction, Networking, Business Planning, Program Management, Public Speaking, Marketing, Leadership, Project Planning, Small Business, Fundraising, Strategic Financial..., Time Management, Investments, Retirement Planning, Finance, Long-term Care, Life Insurance, Retirement, Mutual Funds, Financial Planning
Education
The American College 2007 — 2012
ChFC
Kent State University 1980 — 1985
BBA
Ron Reddicks Ron Reddicks's VALIC Experience April 2013 - April 2014
Job Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha June 2014 - Present
VALIC April 2013 - April 2014
MetLife February 2011 - April 2013
Reach Ministry, Inc. July 2008 - February 2011
Allstate Financial December 2003 - November 2008
Mt. Zion Baptist Church 1986 - 2006
Centocor April 2000 - February 2003
KNOLL PHARMACEUTICAL May 1996 - April 2000
Skills
Life Insurance, Fixed Annuities, Insurance, Small Business, Disability Insurance, Estate Planning, Employee Benefits, Health Insurance, Portfolio Management, Leadership Development, Finance, Business, Long-term Care, Strategy, Recruiting, Guaranteed Retirement..., Consultative Services, Monetary Management...
Education
North Carolina State University 1977 — 1981
BA, BUSINESS
Kaplan University 2005 — 2006
Series 6 and 63, Securities Investment licenses
Mutual of Omaha June 2014 - Present
VALIC April 2013 - April 2014
MetLife February 2011 - April 2013
Reach Ministry, Inc. July 2008 - February 2011
Allstate Financial December 2003 - November 2008
Mt. Zion Baptist Church 1986 - 2006
Centocor April 2000 - February 2003
KNOLL PHARMACEUTICAL May 1996 - April 2000
Skills
Life Insurance, Fixed Annuities, Insurance, Small Business, Disability Insurance, Estate Planning, Employee Benefits, Health Insurance, Portfolio Management, Leadership Development, Finance, Business, Long-term Care, Strategy, Recruiting, Guaranteed Retirement..., Consultative Services, Monetary Management...
Education
North Carolina State University 1977 — 1981
BA, BUSINESS
Kaplan University 2005 — 2006
Series 6 and 63, Securities Investment licenses
Mike Medlin, MSW's VALIC Experience May 2013 - May 2014
Job Care Coordinator (Pod Mayor) at Lakeland Regional HealthFlorida
Industry Hospital & Health Care
Experience
Lakeland Regional Health-Florida September 2015 - Present
Disc Village Inc June 2014 - Present
Easter Seals Inc. May 2015 - August 2015
Florida State University August 2014 - May 2015
Drug Information Services Company (DISC) January 2015 - April 2015
VALIC May 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Phone Etiquette, Outlook, Critical Thinking, Interpersonal Skill, Multi Tasking, Team Building, Volunteering, Teamwork, Spreadsheets, People Skills, Microsoft Word, PowerPoint, Cross Selling, Public Speaking, Leadership, Group Therapy, Individual Counselling, Child Development, Chemical Dependency, Psychotherapy, Psychopathology, Biopsychosocial..., Case Managment, Treatment, Adolescent Therapy, Research, Medicare, Medicaid, Commercial Insurance, Rehabilitation...
Education
Florida State University 2013 — 2015
Masters, Clinical Social Work, 3.75
Florida State University 2011 — 2013
Bachelor of Science (BS), Psychology, 3.5
Lakeland Regional Health-Florida September 2015 - Present
Disc Village Inc June 2014 - Present
Easter Seals Inc. May 2015 - August 2015
Florida State University August 2014 - May 2015
Drug Information Services Company (DISC) January 2015 - April 2015
VALIC May 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Phone Etiquette, Outlook, Critical Thinking, Interpersonal Skill, Multi Tasking, Team Building, Volunteering, Teamwork, Spreadsheets, People Skills, Microsoft Word, PowerPoint, Cross Selling, Public Speaking, Leadership, Group Therapy, Individual Counselling, Child Development, Chemical Dependency, Psychotherapy, Psychopathology, Biopsychosocial..., Case Managment, Treatment, Adolescent Therapy, Research, Medicare, Medicaid, Commercial Insurance, Rehabilitation...
Education
Florida State University 2013 — 2015
Masters, Clinical Social Work, 3.75
Florida State University 2011 — 2013
Bachelor of Science (BS), Psychology, 3.5
Ilana Ardoin's VALIC Experience October 1994 - November 2014
Job Client Relationship Manager at Alliance Benefit Group of Houston
Industry Insurance
Experience
Alliance Benefit Group of Houston December 2014 - June 2015
VALIC October 1994 - November 2014
Skills
Insurance, Analysis, Employee Benefits, Customer Service, Management, Mutual Funds, 401k, Auditing, Relius, FT William, ASC
Education
Houston Community College 2012 — 2015
Associate of Arts (A.A.), Business Administration and Management, General, 3.0
Willowridge High School
Willowridge High School
Alliance Benefit Group of Houston December 2014 - June 2015
VALIC October 1994 - November 2014
Skills
Insurance, Analysis, Employee Benefits, Customer Service, Management, Mutual Funds, 401k, Auditing, Relius, FT William, ASC
Education
Houston Community College 2012 — 2015
Associate of Arts (A.A.), Business Administration and Management, General, 3.0
Willowridge High School
Willowridge High School
Frank Deeney's VALIC Experience January 2004 - November 2009
Job Agent at AAA Insurance
Industry Insurance
Experience
AAA East Central June 2012 - Present
A-1 Limousine March 2009 - February 2014
State Farm Insurance January 2010 - December 2011
VALIC January 2004 - November 2009
LeadNet 1996 - 2007
Morgan Stanley January 1995 - December 2004
ServiceMaster AAA 1984 - 1995
Skills
Insurance, Sales Management, Customer Relations, Team Building, Negotiation, Term Life Insurance, Employee Benefits, Administration, Performance Management, Customer Service, Small Business, System Administration, Leadership, Contract Negotiation, Employee Relations, Budgets, Strategic Planning, Training
Education
Muhlenberg College 2010 — 2015
BA, Business Administration
Harrisburg Area Community College 1986 — 1987
Associate's Degree, Business Management
Messiah College 1981 — 1983
Business Administration
AAA East Central June 2012 - Present
A-1 Limousine March 2009 - February 2014
State Farm Insurance January 2010 - December 2011
VALIC January 2004 - November 2009
LeadNet 1996 - 2007
Morgan Stanley January 1995 - December 2004
ServiceMaster AAA 1984 - 1995
Skills
Insurance, Sales Management, Customer Relations, Team Building, Negotiation, Term Life Insurance, Employee Benefits, Administration, Performance Management, Customer Service, Small Business, System Administration, Leadership, Contract Negotiation, Employee Relations, Budgets, Strategic Planning, Training
Education
Muhlenberg College 2010 — 2015
BA, Business Administration
Harrisburg Area Community College 1986 — 1987
Associate's Degree, Business Management
Messiah College 1981 — 1983
Business Administration
Andrew Taunton Andrew Taunton's VALIC Experience February 2015 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2015 - Present
Education
Georgia Southern University
VALIC February 2015 - Present
Education
Georgia Southern University
Matthew Tielker's VALIC Experience January 2009 - February 2012
Job Financial Advisor at Financial Center First Credit Union
Industry Financial Services
Experience
Financial Center First Credit Union March 2012 - Present
VALIC January 2009 - February 2012
Wachovia Securities March 2007 - October 2008
Skills
Series 66, Series 7, Retirement Planning, 529 Plans, IRA's, Asset Allocation, Insurance Planning, Annuities, Mutual Funds, Wealth Management, Retirement Income..., Financial Planning
Education
Indiana University Bloomington 1992 — 1996
Bachelor of Science, Finance
Financial Center First Credit Union March 2012 - Present
VALIC January 2009 - February 2012
Wachovia Securities March 2007 - October 2008
Skills
Series 66, Series 7, Retirement Planning, 529 Plans, IRA's, Asset Allocation, Insurance Planning, Annuities, Mutual Funds, Wealth Management, Retirement Income..., Financial Planning
Education
Indiana University Bloomington 1992 — 1996
Bachelor of Science, Finance
Ken Swansegar Ken Swansegar's VALIC Experience June 1987 - October 2010
Job Registered representative at The Legend Group
Industry Financial Services
Experience
The Legend Group January 2011 - Present
VALIC June 1987 - October 2010
Skills
Estate Planning, Series 7, Securities, Disability Insurance, Strategic Financial..., Financial Planners, Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Investment Advisory, Insurance, Life Insurance, Series 63, 401k, Financial Services, Asset Allocation, IRAs, Wealth Management, Series 6, Financial Advisory, Finance, Portfolio Management, Long-term Care, Asset Management, Term Life Insurance, Financial Planning
Education
Lakeland Community College
Business Administration and Management, General
The Legend Group January 2011 - Present
VALIC June 1987 - October 2010
Skills
Estate Planning, Series 7, Securities, Disability Insurance, Strategic Financial..., Financial Planners, Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Investment Advisory, Insurance, Life Insurance, Series 63, 401k, Financial Services, Asset Allocation, IRAs, Wealth Management, Series 6, Financial Advisory, Finance, Portfolio Management, Long-term Care, Asset Management, Term Life Insurance, Financial Planning
Education
Lakeland Community College
Business Administration and Management, General
Gregory Reo Gregory Reo's VALIC Experience May 2015 - Present
Job Financial Advisor Enrollment Specialist at VALIC
Industry Financial Services
Experience
VALIC May 2015 - Present
Siena College September 2014 - Present
Capital Communications Federal Credit Union July 2014 - April 2015
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Team Leadership, Leadership, Accounting, Research, Access, Financial Modeling, Time Management, Public Speaking
Education
Siena College 2012 — 2014
Bachelor of Science (BS), Finance, General
Hudson Valley Community College 2010 — 2012
Associate of Science (A.S.), Business Administration and Management, General
La Salle Institute 2006 — 2010
High School, Troy, NY
VALIC May 2015 - Present
Siena College September 2014 - Present
Capital Communications Federal Credit Union July 2014 - April 2015
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Team Leadership, Leadership, Accounting, Research, Access, Financial Modeling, Time Management, Public Speaking
Education
Siena College 2012 — 2014
Bachelor of Science (BS), Finance, General
Hudson Valley Community College 2010 — 2012
Associate of Science (A.S.), Business Administration and Management, General
La Salle Institute 2006 — 2010
High School, Troy, NY
Michael Rawls's VALIC Experience January 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2014 - Present
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Estate Planning, Legacy Planning, Management, College Savings Plans, IRAs, Sales, Leadership Development, Fundraising, Public Speaking
Education
James Madison University 2007 — 2011
Bachelor of Science (B.S.)
VALIC January 2014 - Present
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Estate Planning, Legacy Planning, Management, College Savings Plans, IRAs, Sales, Leadership Development, Fundraising, Public Speaking
Education
James Madison University 2007 — 2011
Bachelor of Science (B.S.)
Komeng Lee Komeng Lee's VALIC Experience 2009 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial March 2013 - Present
VALIC 2009 - 2012
Edward Jones 2005 - 2009
Skills
Retirement Planning, Series 7, Retirement, IRAs, Fixed Annuities, Mutual Funds, Series 63, Uniform Combined State..., 529 Plans, Wealth Accumulation, College Savings Plans, 401k Rollovers
Education
Gustavus Adolphus College 1994 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
St. Olaf College 1992 — 1994
LPL Financial March 2013 - Present
VALIC 2009 - 2012
Edward Jones 2005 - 2009
Skills
Retirement Planning, Series 7, Retirement, IRAs, Fixed Annuities, Mutual Funds, Series 63, Uniform Combined State..., 529 Plans, Wealth Accumulation, College Savings Plans, 401k Rollovers
Education
Gustavus Adolphus College 1994 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
St. Olaf College 1992 — 1994
Joshua Cromer's VALIC Experience March 2013 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC March 2013 - Present
Skills
Wealth Accumulation, Wealth Management, Retirement Planning
Education
Kansas State University
VALIC March 2013 - Present
Skills
Wealth Accumulation, Wealth Management, Retirement Planning
Education
Kansas State University
Monica Meeks Monica Meeks's VALIC Experience July 2008 - June 2013
Job Marketing Coordinator at AIG
Industry Financial Services
Experience
AIG September 2014 - Present
Sempermed USA June 2013 - August 2014
VALIC July 2008 - June 2013
Enterprise Rent-A-Car August 2007 - May 2008
Target August 2005 - August 2007
Skills
Marketing, Direct Marketing, Email Marketing, Social Media, Adobe Photoshop, Microsoft Excel, Microsoft Word, PowerPoint, Office Administration, Organization, Communication Skills, Team Leadership, Maintaining Strong..., Long-term Customer..., Negotiation, Accounting, Proofreading, Event Management, Hosting Events, Make Things Happen, Public Relations, Public Speaking, Customer Service, Highly Ambitious, Highly Reliable, Dependable Team Player, Self-motivated Team..., Highly motivated..., Comfortable working..., facebook, Twitter, Tumblr, YouTube, Yelp, Skype, Instagram, Pinterest, Photoshop, Facebook, Social Networking, Social Media Marketing, Salesforce.com, Marketing Communications, CRM
Education
Ithaca College 2005 — 2008
Bachelor's Degree, Business Administration and Management, General
University of Central Florida 2003 — 2005
None, Accounting
Gulf High School 1999 — 2003
Diploma
AIG September 2014 - Present
Sempermed USA June 2013 - August 2014
VALIC July 2008 - June 2013
Enterprise Rent-A-Car August 2007 - May 2008
Target August 2005 - August 2007
Skills
Marketing, Direct Marketing, Email Marketing, Social Media, Adobe Photoshop, Microsoft Excel, Microsoft Word, PowerPoint, Office Administration, Organization, Communication Skills, Team Leadership, Maintaining Strong..., Long-term Customer..., Negotiation, Accounting, Proofreading, Event Management, Hosting Events, Make Things Happen, Public Relations, Public Speaking, Customer Service, Highly Ambitious, Highly Reliable, Dependable Team Player, Self-motivated Team..., Highly motivated..., Comfortable working..., facebook, Twitter, Tumblr, YouTube, Yelp, Skype, Instagram, Pinterest, Photoshop, Facebook, Social Networking, Social Media Marketing, Salesforce.com, Marketing Communications, CRM
Education
Ithaca College 2005 — 2008
Bachelor's Degree, Business Administration and Management, General
University of Central Florida 2003 — 2005
None, Accounting
Gulf High School 1999 — 2003
Diploma
Eboni Taylor's VALIC Experience May 2007 - December 2010
Job Realtor Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Northeast Realty 2013 - Present
MD Anderson Cencer Center December 2010 - January 2014
VALIC May 2007 - December 2010
Skills
Real Estate, Human Resources, Data Entry, Data Analysis, Microsoft Office, Medical Terminology, Finance, Retirement Benefits, Financial Regulation, First Time Home Buyers, Referrals, New Home Sales, Sellers, Relocation, Investors, Payroll, Investment Properties, Fundraising, Selling
Education
Strayer University-Maryland 2010 — 2014
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Houston Community College 2002 — 2006
Associate of Arts (AA), Real Estate
Keller Williams Northeast Realty 2013 - Present
MD Anderson Cencer Center December 2010 - January 2014
VALIC May 2007 - December 2010
Skills
Real Estate, Human Resources, Data Entry, Data Analysis, Microsoft Office, Medical Terminology, Finance, Retirement Benefits, Financial Regulation, First Time Home Buyers, Referrals, New Home Sales, Sellers, Relocation, Investors, Payroll, Investment Properties, Fundraising, Selling
Education
Strayer University-Maryland 2010 — 2014
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Houston Community College 2002 — 2006
Associate of Arts (AA), Real Estate
Edward Ricker's VALIC Experience May 2012 - January 2013
Job Financial Consultant at E*TRADE Financial Corporation
Industry Investment Management
Experience
E*TRADE Financial Corporation May 2014 - Present
E*TRADE Financial Corporation November 2013 - May 2014
E*TRADE Financial Corporation February 2013 - October 2013
VALIC May 2012 - January 2013
TSH Marketing January 2011 - May 2012
Gold Key/PHR Hotels & Resorts May 2008 - December 2010
Gold Key/PHR Hotels & Resorts June 2006 - June 2008
Skills
Relationship Management, Long-term Customer..., Investment Management, Portfolio Management, Asset Allocation, Separately Managed..., Unified Managed Accounts, Mutual Funds, ETFs, Stock Trading, Options, Bonds, Municipal Bonds, Series 7, Series 66
Education
James Madison University - College of Business 2007 — 2010
Bachelor of Arts, Finance
E*TRADE Financial Corporation May 2014 - Present
E*TRADE Financial Corporation November 2013 - May 2014
E*TRADE Financial Corporation February 2013 - October 2013
VALIC May 2012 - January 2013
TSH Marketing January 2011 - May 2012
Gold Key/PHR Hotels & Resorts May 2008 - December 2010
Gold Key/PHR Hotels & Resorts June 2006 - June 2008
Skills
Relationship Management, Long-term Customer..., Investment Management, Portfolio Management, Asset Allocation, Separately Managed..., Unified Managed Accounts, Mutual Funds, ETFs, Stock Trading, Options, Bonds, Municipal Bonds, Series 7, Series 66
Education
James Madison University - College of Business 2007 — 2010
Bachelor of Arts, Finance
Jim Kraeske Jim Kraeske's VALIC Experience December 2006 - April 2009
Job Investment Advisor Representative at Brogan Financial
Industry Financial Services
Experience
Brogan Financial April 2009 - Present
VALIC December 2006 - April 2009
Color World 1995 - 2006
Skills
Fixed Annuities, Retirement, Wealth Management, IRAs, Investment Advisory, 401k, Series 7, Financial Advisory, Strategic Planning, Mutual Funds, Investments, Strategic Financial..., Securities, Asset Allocation, Estate Planning, Loans, Sales Management, Retirement Planning
Education
Haslam College of Business at the University of Tennessee
Brogan Financial April 2009 - Present
VALIC December 2006 - April 2009
Color World 1995 - 2006
Skills
Fixed Annuities, Retirement, Wealth Management, IRAs, Investment Advisory, 401k, Series 7, Financial Advisory, Strategic Planning, Mutual Funds, Investments, Strategic Financial..., Securities, Asset Allocation, Estate Planning, Loans, Sales Management, Retirement Planning
Education
Haslam College of Business at the University of Tennessee
Tracy Fielder Tracy Fielder's VALIC Experience October 1999 - October 2009
Job Product Management Director & Strategist Rethinking Risk
Industry Investment Management
Experience
Invesco Ltd. March 2010 - Present
VALIC October 1999 - October 2009
Van Kampen Investments April 1997 - August 1999
Skills
Portfolio Management, Investments, ETFs, Insurance, Series 63, Series 7, Mutual Funds, Strategic Financial..., Financial Services, Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds, Equities, Financial Advisory, Retirement Planning, Asset Management, Financial Planning
Education
Houston Baptist University
Master of Business Administration (M.B.A.), Finance
University of Houston
Bachelor's Degree, Finance
Invesco Ltd. March 2010 - Present
VALIC October 1999 - October 2009
Van Kampen Investments April 1997 - August 1999
Skills
Portfolio Management, Investments, ETFs, Insurance, Series 63, Series 7, Mutual Funds, Strategic Financial..., Financial Services, Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds, Equities, Financial Advisory, Retirement Planning, Asset Management, Financial Planning
Education
Houston Baptist University
Master of Business Administration (M.B.A.), Finance
University of Houston
Bachelor's Degree, Finance
Brett Stephens, CFP®'s VALIC Experience July 2006 - May 2008
Job Certified Financial Planner, Senior Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store May 2008 - Present
VALIC July 2006 - May 2008
Communication Management, Inc January 2004 - July 2006
Skills
Retirement Planning, Financial Planning, Mutual Funds, Retirement, Investment Management, Wealth Management, Investment Advisory, Asset Management, Asset Allocation, Investment Strategies, Portfolio Management, Financial Advisory, Securities, Investments, ETFs, Alternative Investments
Education
University of South Carolina-Columbia
Bachelor of Arts (BA)
Florida State University 2012 — 2014
Certificate in Financial Planning
The Mutual Fund Store May 2008 - Present
VALIC July 2006 - May 2008
Communication Management, Inc January 2004 - July 2006
Skills
Retirement Planning, Financial Planning, Mutual Funds, Retirement, Investment Management, Wealth Management, Investment Advisory, Asset Management, Asset Allocation, Investment Strategies, Portfolio Management, Financial Advisory, Securities, Investments, ETFs, Alternative Investments
Education
University of South Carolina-Columbia
Bachelor of Arts (BA)
Florida State University 2012 — 2014
Certificate in Financial Planning
Jay Varma Jay Varma's VALIC Experience June 2011 - December 2012
Job Financial services at Securian Financial Group
Industry Financial Services
Experience
WealthSpan Financial Group June 2013 - Present
VALIC June 2011 - December 2012
Morgan Stanley Smith Barney November 2009 - October 2011
Morgan Stanley Smith Barney November 2009 - January 2011
Creative Management Group June 2006 - November 2009
Creative Management Group May 2006 - September 2009
Wild Noodles December 2004 - May 2006
Wild Noodles Franchise December 2003 - May 2006
NeoSoft Solutions Inc February 2002 - June 2003
NeoSoft Solutions Inc February 2002 - June 2003
Skills
Strategic Planning, Investments, New Business Development, Project Management, Business Development, Financial Analysis, Management, Series 7, Business Strategy, Banking, Sales, Risk Management, Business Analysis, Team Building, Series 63, Business Planning, Portfolio Management, Wealth Management
Education
Georgia State University 1996 — 1998
MBA, Finance and International Business
Georgia State University 1996 — 1998
Master of Business Administration, Finance and International Business
Georgia College and State University 1992 — 1996
BBA, Computer Information Systems, Accounting and Finance
Georgia College and State University 1992 — 1996
Bachelor of Business Administration, Computer Information Systems
WealthSpan Financial Group June 2013 - Present
VALIC June 2011 - December 2012
Morgan Stanley Smith Barney November 2009 - October 2011
Morgan Stanley Smith Barney November 2009 - January 2011
Creative Management Group June 2006 - November 2009
Creative Management Group May 2006 - September 2009
Wild Noodles December 2004 - May 2006
Wild Noodles Franchise December 2003 - May 2006
NeoSoft Solutions Inc February 2002 - June 2003
NeoSoft Solutions Inc February 2002 - June 2003
Skills
Strategic Planning, Investments, New Business Development, Project Management, Business Development, Financial Analysis, Management, Series 7, Business Strategy, Banking, Sales, Risk Management, Business Analysis, Team Building, Series 63, Business Planning, Portfolio Management, Wealth Management
Education
Georgia State University 1996 — 1998
MBA, Finance and International Business
Georgia State University 1996 — 1998
Master of Business Administration, Finance and International Business
Georgia College and State University 1992 — 1996
BBA, Computer Information Systems, Accounting and Finance
Georgia College and State University 1992 — 1996
Bachelor of Business Administration, Computer Information Systems
Mary Beth Stickney Mary Beth Stickney's VALIC Experience July 2015 - Present
Job Scheduling Supervisor at VALIC
Industry Financial Services
Experience
VALIC July 2015 - Present
VALIC June 2010 - July 2015
Norcross High School 2005 - 2007
AIG American General 1982 - 1988
Skills
Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, Microsoft Word, Outlook, PowerPoint, Team Building, Finance, Management, Sales, Strategic Planning, Process Improvement, Marketing, Budgets, Training, Teamwork
Education
University of Houston 1980 — 1982
MBA, Finance
Indiana University Bloomington 1972 — 1976
B.S., Marketing
VALIC July 2015 - Present
VALIC June 2010 - July 2015
Norcross High School 2005 - 2007
AIG American General 1982 - 1988
Skills
Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, Microsoft Word, Outlook, PowerPoint, Team Building, Finance, Management, Sales, Strategic Planning, Process Improvement, Marketing, Budgets, Training, Teamwork
Education
University of Houston 1980 — 1982
MBA, Finance
Indiana University Bloomington 1972 — 1976
B.S., Marketing
Donald Brown C.M.T.'s VALIC Experience July 2015 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2015 - Present
Market Technicians Association, Inc. 2005 - Present
Gremler Financial February 2013 - July 2015
Grandview University March 2012 - July 2015
Upper Iowa University October 2011 - December 2013
William Penn University May 2012 - July 2013
INTL FCStone Inc. September 2011 - February 2012
William Penn January 2010 - August 2011
Arrow Apex Investments & Consulting L.L.C April 2008 - June 2011
Principal Global Investors January 2002 - April 2008
Skills
Portfolio Management, Technical Analysis, Investments, Industry Analysis, Economics, Asset Management, Equities, Valuation, Financial Modeling, Financial Analysis, Equity Research, Investment Advisory, Trading, Bloomberg, Commodities, Options, Excel, Research, Securities, Forecasting, Financial Markets, Strategic Planning, Quantitative Analysis, Due Diligence, Equity Valuation, Microsoft Office, Asset Managment, Leadership, Investment Management, Asset Allocation, Commodity, Competitive Analysis, Analysis, Quantitative Analytics, Risk Management, Corporate Finance, Mutual Funds, Finance, Investment Strategies, Microsoft Excel, Investment Banking, Bonds, Strategy, Alternative Investments, Hedge Funds, Fixed Income, Derivatives, Strategic Financial..., Capital Markets, Start-ups
Education
William Penn University 2010 — 2011
Business Leadership, Business Leadership
Franklin University 1990 — 1993
Finance, Portfolio Management
AIB School of Business 2009 — 2009
Accounting, General Accounting
VALIC July 2015 - Present
Market Technicians Association, Inc. 2005 - Present
Gremler Financial February 2013 - July 2015
Grandview University March 2012 - July 2015
Upper Iowa University October 2011 - December 2013
William Penn University May 2012 - July 2013
INTL FCStone Inc. September 2011 - February 2012
William Penn January 2010 - August 2011
Arrow Apex Investments & Consulting L.L.C April 2008 - June 2011
Principal Global Investors January 2002 - April 2008
Skills
Portfolio Management, Technical Analysis, Investments, Industry Analysis, Economics, Asset Management, Equities, Valuation, Financial Modeling, Financial Analysis, Equity Research, Investment Advisory, Trading, Bloomberg, Commodities, Options, Excel, Research, Securities, Forecasting, Financial Markets, Strategic Planning, Quantitative Analysis, Due Diligence, Equity Valuation, Microsoft Office, Asset Managment, Leadership, Investment Management, Asset Allocation, Commodity, Competitive Analysis, Analysis, Quantitative Analytics, Risk Management, Corporate Finance, Mutual Funds, Finance, Investment Strategies, Microsoft Excel, Investment Banking, Bonds, Strategy, Alternative Investments, Hedge Funds, Fixed Income, Derivatives, Strategic Financial..., Capital Markets, Start-ups
Education
William Penn University 2010 — 2011
Business Leadership, Business Leadership
Franklin University 1990 — 1993
Finance, Portfolio Management
AIB School of Business 2009 — 2009
Accounting, General Accounting
Bill Bohney Bill Bohney's VALIC Experience January 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2014 - Present
Huntington Investment Company April 2012 - January 2014
Chase Investment Services Corporation October 1997 - April 2012
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Series 7, Estate Planning, Retirement, Mutual Funds, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Uniform Combined State..., Investment Strategies, Asset Managment, Insurance, Securities, IRAs, Series 63, Series 24, 401k Rollovers, Variable Annuities, Saving for Education, Equities, Fixed Income, Life Insurance, Alternative Investments, Bonds, ETFs, Investment Management, High Net Worth..., Wealth Management..., Series 65, 401k, Series 6, Financial Services, Long Term Care Insurance, Long-term Care, Separately Managed..., Term Life Insurance, Relationship Management
Education
Hanover College 1992 — 1996
Homestead High School 1988 — 1992
VALIC January 2014 - Present
Huntington Investment Company April 2012 - January 2014
Chase Investment Services Corporation October 1997 - April 2012
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Series 7, Estate Planning, Retirement, Mutual Funds, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Uniform Combined State..., Investment Strategies, Asset Managment, Insurance, Securities, IRAs, Series 63, Series 24, 401k Rollovers, Variable Annuities, Saving for Education, Equities, Fixed Income, Life Insurance, Alternative Investments, Bonds, ETFs, Investment Management, High Net Worth..., Wealth Management..., Series 65, 401k, Series 6, Financial Services, Long Term Care Insurance, Long-term Care, Separately Managed..., Term Life Insurance, Relationship Management
Education
Hanover College 1992 — 1996
Homestead High School 1988 — 1992
Bill Bartelloni's VALIC Experience July 1983 - December 2013
Job Vice President at VALIC Retired
Industry Financial Services
Experience
VALIC July 1983 - December 2013
Education
Indiana University Bloomington
MPA
Virginia Tech
BS
VALIC July 1983 - December 2013
Education
Indiana University Bloomington
MPA
Virginia Tech
BS
Bob Inwright's VALIC Experience July 2002 - December 2011
Job Financial Adviser at INWRIGHT FINANCIAL SERVICES, LLC
Industry Financial Services
Experience
Inwright Financial Services, LLC December 2011 - Present
VALIC July 2002 - December 2011
MCI 1985 - 1997
Skills
Retirement Planning, Insurance, Financial Planning, Retirement, Professional Investment..., Investment Advisory, Income Planning, Financial Goals, Investments, Investment Management, Strategic Financial..., Series 7, Finance, Investment Strategies, Series 63, Valuation, Financial Analysis, Life Insurance, Strategy, Sales, Mutual Funds, Asset Management, Employee Benefits, Asset Allocation
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2002
MBA, Finance-Investment Management
University of Georgia - Terry College of Business 1978 — 1982
Bachler of Science, Risk Management
Inwright Financial Services, LLC December 2011 - Present
VALIC July 2002 - December 2011
MCI 1985 - 1997
Skills
Retirement Planning, Insurance, Financial Planning, Retirement, Professional Investment..., Investment Advisory, Income Planning, Financial Goals, Investments, Investment Management, Strategic Financial..., Series 7, Finance, Investment Strategies, Series 63, Valuation, Financial Analysis, Life Insurance, Strategy, Sales, Mutual Funds, Asset Management, Employee Benefits, Asset Allocation
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2002
MBA, Finance-Investment Management
University of Georgia - Terry College of Business 1978 — 1982
Bachler of Science, Risk Management
Sean Walker, CIMA® , MBA's VALIC Experience December 2001 - January 2003
Job Investment Management Consultant at iShares by BlackRock
Industry Financial Services
Experience
iShares October 2014 - Present
Northern Trust/FlexShares September 2013 - September 2014
Managers Investment Group March 2013 - September 2013
Russell Investment Group October 2006 - March 2013
JPMorgan Chase 2004 - 2006
Franklin Templeton Investments January 2003 - August 2004
VALIC December 2001 - January 2003
Morgan Stanley August 2000 - September 2001
Education
University of Miami - School of Business 2004 — 2006
MBA, Management Science, 3.9
Florida State University - College of Business 1996 — 2000
Bachelor of Science (BS), International Business, 3.7
iShares October 2014 - Present
Northern Trust/FlexShares September 2013 - September 2014
Managers Investment Group March 2013 - September 2013
Russell Investment Group October 2006 - March 2013
JPMorgan Chase 2004 - 2006
Franklin Templeton Investments January 2003 - August 2004
VALIC December 2001 - January 2003
Morgan Stanley August 2000 - September 2001
Education
University of Miami - School of Business 2004 — 2006
MBA, Management Science, 3.9
Florida State University - College of Business 1996 — 2000
Bachelor of Science (BS), International Business, 3.7
Doug Milholland's VALIC Experience October 1995 - Present
Job Associate Director at VALIC
Industry Insurance
Experience
VALIC October 1995 - Present
Edward Jones June 1993 - October 1995
IBM July 1981 - June 1993
Skills
Process Improvement, Project Management, Strategic Planning, Testing, Management, Vendor Management, Customer Service, Mutual Funds, Finance, Investments, Team Building
Education
University of St. Thomas (TX) 1987 — 1990
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington 1980 — 1981
Bachelor's degree, Business Administration and Management, General
Indiana University-Purdue University at Fort Wayne 1977 — 1980
VALIC October 1995 - Present
Edward Jones June 1993 - October 1995
IBM July 1981 - June 1993
Skills
Process Improvement, Project Management, Strategic Planning, Testing, Management, Vendor Management, Customer Service, Mutual Funds, Finance, Investments, Team Building
Education
University of St. Thomas (TX) 1987 — 1990
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington 1980 — 1981
Bachelor's degree, Business Administration and Management, General
Indiana University-Purdue University at Fort Wayne 1977 — 1980
Philip Scanlon's VALIC Experience 2010 - May 2012
Job
Industry Financial Services
Experience
S&P Capital IQ October 2014 - Present
Terra Capital Partners August 2013 - October 2014
SIP America February 2012 - May 2013
VALIC 2010 - May 2012
Fidelity Investments 2008 - 2009
ING February 2003 - May 2008
Skills
Relationship Management, Wholesale, Channel Partners, Mutual Funds, Alternative Investments, Retirement Planning, Investments, 401k, Financial Planners, Pension Funds, Series 63, Series 7, Series 65, Life & Health Insurance...
Education
Fordham Gabelli School of Business 2003 — 2006
Finance, MBA
Santa Clara University 1992 — 1996
BSC, Finance
S&P Capital IQ October 2014 - Present
Terra Capital Partners August 2013 - October 2014
SIP America February 2012 - May 2013
VALIC 2010 - May 2012
Fidelity Investments 2008 - 2009
ING February 2003 - May 2008
Skills
Relationship Management, Wholesale, Channel Partners, Mutual Funds, Alternative Investments, Retirement Planning, Investments, 401k, Financial Planners, Pension Funds, Series 63, Series 7, Series 65, Life & Health Insurance...
Education
Fordham Gabelli School of Business 2003 — 2006
Finance, MBA
Santa Clara University 1992 — 1996
BSC, Finance
Jason Bays, CFP®'s VALIC Experience September 2009 - July 2013
Job 435 Financial, Inc (An office of LPL Financial)
Industry Financial Services
Experience
435 Financial, Inc. (An office of LPL Financial) November 2014 - Present
LPL Financial August 2013 - Present
VALIC September 2009 - July 2013
MetLife Financial Services August 2007 - September 2009
Premier HR Solutions 2006 - 2007
Meeting Management Associates June 2005 - August 2006
Meeting Management Associates May 2005 - August 2006
Skills
Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Investments, Wealth Management, Investment Advisory, IRAs, Mutual Funds, Financial Advisory, Investment Strategies, 401k Rollovers, Securities, Financial Planning
Education
Kaplan University 2013 — 2013
Financial Planning and Services
The College of Saint Rose 2011 — 2011
Roberts Wesleyan College 2003 — 2007
Sherburne-Earlville
435 Financial, Inc. (An office of LPL Financial) November 2014 - Present
LPL Financial August 2013 - Present
VALIC September 2009 - July 2013
MetLife Financial Services August 2007 - September 2009
Premier HR Solutions 2006 - 2007
Meeting Management Associates June 2005 - August 2006
Meeting Management Associates May 2005 - August 2006
Skills
Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Investments, Wealth Management, Investment Advisory, IRAs, Mutual Funds, Financial Advisory, Investment Strategies, 401k Rollovers, Securities, Financial Planning
Education
Kaplan University 2013 — 2013
Financial Planning and Services
The College of Saint Rose 2011 — 2011
Roberts Wesleyan College 2003 — 2007
Sherburne-Earlville
Dana Harms's VALIC Experience July 2002 - September 2004
Job Implementation Project Manager, Equity Compensation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments August 2010 - September 2014
Fidelity Investments September 2007 - August 2010
Houston Methodist June 2005 - August 2007
Administaff September 2004 - June 2005
VALIC July 2002 - September 2004
VALIC May 2000 - July 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Financial Services, Project Management, Pensions, Employee Benefits, 401k, Defined Contribution, Strategy, Software Documentation, Leadership, Business Analysis
Education
Indiana University Bloomington 1995 — 1997
M.A., French Linguistics
The University of Texas at Austin 1989 — 1992
B.A., French
Fidelity Investments September 2014 - Present
Fidelity Investments August 2010 - September 2014
Fidelity Investments September 2007 - August 2010
Houston Methodist June 2005 - August 2007
Administaff September 2004 - June 2005
VALIC July 2002 - September 2004
VALIC May 2000 - July 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Financial Services, Project Management, Pensions, Employee Benefits, 401k, Defined Contribution, Strategy, Software Documentation, Leadership, Business Analysis
Education
Indiana University Bloomington 1995 — 1997
M.A., French Linguistics
The University of Texas at Austin 1989 — 1992
B.A., French
Stephanie Seo's VALIC Experience 2004 - Present
Job Sr. Relationship Manager VALIC
Industry Financial Services
Experience
VALIC 2004 - Present
Fidelity Investments January 2002 - January 2004
Fidelity Investments February 2000 - January 2002
Skills
Mutual Funds
Education
Keene State College 1989 — 1993
VALIC 2004 - Present
Fidelity Investments January 2002 - January 2004
Fidelity Investments February 2000 - January 2002
Skills
Mutual Funds
Education
Keene State College 1989 — 1993
Adria Youngblood's VALIC Experience 1998 - 1999
Job AVP, Project Manager at Merrill Lynch
Industry Financial Services
Experience
Plexus Worldwide, Inc. October 2013 - Present
Merrill Lynch January 2010 - Present
Merrill Lynch June 2001 - December 2009
Lincoln Financial Advisors 1999 - 2001
VALIC 1998 - 1999
Skills
Fixed Annuities, Financial Services, Relationship Management, Insurance, Mutual Funds, Operations Management, Business Analysis, Financial Advisory, Securities, Strategic Financial..., Project Management, Business Requirements, User Acceptance Testing
Education
Florida Community College at Jacksonville
Associate of Arts (AA)
Plexus Worldwide, Inc. October 2013 - Present
Merrill Lynch January 2010 - Present
Merrill Lynch June 2001 - December 2009
Lincoln Financial Advisors 1999 - 2001
VALIC 1998 - 1999
Skills
Fixed Annuities, Financial Services, Relationship Management, Insurance, Mutual Funds, Operations Management, Business Analysis, Financial Advisory, Securities, Strategic Financial..., Project Management, Business Requirements, User Acceptance Testing
Education
Florida Community College at Jacksonville
Associate of Arts (AA)
Joyce Krinsky, CLTC's VALIC Experience May 2013 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC May 2013 - Present
Ameriprise Financial Services, Inc. November 2011 - May 2013
Good Works Foundation Georgia, LLC January 2011 - November 2011
Wachovia, A Wells Fargo Company August 2007 - December 2009
Bank of America December 2005 - August 2007
CKS Long Term Care, LLC May 2000 - December 2005
Copeland Companies January 1997 - April 2000
Skills
Insurance, Investments, Strategic Financial..., Fixed Annuities, Risk Management, Leadership, Management, Portfolio Management, Asset Management, Finance, Long-term Care, Retirement, Retirement Planning, Life Insurance
Education
Ithaca College 1982 — 1986
B.S, Finance
VALIC May 2013 - Present
Ameriprise Financial Services, Inc. November 2011 - May 2013
Good Works Foundation Georgia, LLC January 2011 - November 2011
Wachovia, A Wells Fargo Company August 2007 - December 2009
Bank of America December 2005 - August 2007
CKS Long Term Care, LLC May 2000 - December 2005
Copeland Companies January 1997 - April 2000
Skills
Insurance, Investments, Strategic Financial..., Fixed Annuities, Risk Management, Leadership, Management, Portfolio Management, Asset Management, Finance, Long-term Care, Retirement, Retirement Planning, Life Insurance
Education
Ithaca College 1982 — 1986
B.S, Finance
Tracy Fielder's VALIC Experience October 1999 - Present
Job Vice President at AIG Retirement Services
Industry Financial Services
Experience
VALIC October 1999 - Present
Education
Houston Baptist University - College of Business and Economics 1997 — 1999
MBA, Finance
University of Houston 1990 — 1995
BBA, Finance
VALIC October 1999 - Present
Education
Houston Baptist University - College of Business and Economics 1997 — 1999
MBA, Finance
University of Houston 1990 — 1995
BBA, Finance
Linda Roebuck's VALIC Experience 2006 - Present
Job Financial Advisor at AIG Retirement Services
Industry Financial Services
Experience
VALIC Financial Advisors October 2006 - Present
VALIC 2006 - Present
Education
Kaplan University 2004 — 2005
Certified Financial Planning, Financial Planning and Services
University of Michigan-Flint 1966 — 1968
Business, Finance, Chemistry
Mott Community College 1965 — 1966
Accounting, Finance
VALIC Financial Advisors October 2006 - Present
VALIC 2006 - Present
Education
Kaplan University 2004 — 2005
Certified Financial Planning, Financial Planning and Services
University of Michigan-Flint 1966 — 1968
Business, Finance, Chemistry
Mott Community College 1965 — 1966
Accounting, Finance
Gary Bridwell's VALIC Experience July 2006 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2006 - Present
South Harrison Community School District July 2004 - August 2006
Skills
Retirement
Education
Indiana University Bloomington 1993 — 1996
Ed.D., Educational Leadership
VALIC July 2006 - Present
South Harrison Community School District July 2004 - August 2006
Skills
Retirement
Education
Indiana University Bloomington 1993 — 1996
Ed.D., Educational Leadership
Neal Goodrum's VALIC Experience 1995 - 2000
Job Director ITSM / Service Automation at AIG Global Services
Industry Information Technology and Services
Experience
AIG Global Services January 2011 - Present
AIG Global Services August 2001 - April 2011
VALIC 1995 - 2000
American General 1992 - 1995
Skills
Process Engineering, Service Desk, IT Service Management, BMC Remedy, Change Management, ITIL, Continuous Improvement, Process Improvement, Knowledge Management, IT Management, Business Analysis, Requirements Analysis, Program Management, Incident Management, Budgeting, Service Management
Education
The American College 1989 — 1992
ChFC
University of Houston 1983 — 1986
MBA, Finance, Accounting
Houston Baptist University 1979 — 1983
BA, Business Management, Psychology
AIG Global Services January 2011 - Present
AIG Global Services August 2001 - April 2011
VALIC 1995 - 2000
American General 1992 - 1995
Skills
Process Engineering, Service Desk, IT Service Management, BMC Remedy, Change Management, ITIL, Continuous Improvement, Process Improvement, Knowledge Management, IT Management, Business Analysis, Requirements Analysis, Program Management, Incident Management, Budgeting, Service Management
Education
The American College 1989 — 1992
ChFC
University of Houston 1983 — 1986
MBA, Finance, Accounting
Houston Baptist University 1979 — 1983
BA, Business Management, Psychology
Pleshetta Loftin, MBA's VALIC Experience February 1992 - October 1995
Job Board Secretary at Compass EMP Funds Board of Trustees
Industry Financial Services
Experience
Crown Prospective Financial Consultants January 2015 - Present
Compass EMP December 2011 - August 2015
Compass EMP Funds Board of Trustees November 2012 - April 2015
BBVA Wealth Solutions September 2009 - December 2011
HFBC - Finance Board July 2008 - July 2010
Houston's First Baptist Church 1989 - 2010
Stavis, Margolis Advisory Services, Inc. March 2002 - September 2007
Stavis Margolis Advisory Services 1999 - March 2002
Houston Credit Coalition January 1988 - February 1999
VALIC February 1992 - October 1995
Skills
Investments, Retirement Planning, Series 7, Securities, Financial Planners, Mutual Funds, FINRA, Wealth Management, Asset Management, Portfolio Management, Risk Management, Series 63, Alternative Investments, Wealth Management..., Equities, Series 24, Asset Allocation, Investment Management, Strategic Financial..., Financial Services, AML, Fixed Annuities, Operations Management, Program Development, Asset Managment, Estate Planning, Retirement, 401k, Wealth, Investment Strategies, Options, Fixed Income, High Net Worth..., Mergers & Acquisitions, Uniform Combined State..., ETFs, Investment Advisory, Hedge Funds, Series 65, Financial Advisory, Financial Planning, Compliance, Strategic Planning, Business Strategy, New Business Development
Education
University of Phoenix 2001 — 2003
MBA, Global Management, 3.87/4.0
Berlin American High School 1980 — 1983
High School Diploma, Computer Science
Houston Baptist University - College of Business and Economics
BBA, Finance and Management, 3.67/4.0
Roosevelt High School
High School Diploma
Crown Prospective Financial Consultants January 2015 - Present
Compass EMP December 2011 - August 2015
Compass EMP Funds Board of Trustees November 2012 - April 2015
BBVA Wealth Solutions September 2009 - December 2011
HFBC - Finance Board July 2008 - July 2010
Houston's First Baptist Church 1989 - 2010
Stavis, Margolis Advisory Services, Inc. March 2002 - September 2007
Stavis Margolis Advisory Services 1999 - March 2002
Houston Credit Coalition January 1988 - February 1999
VALIC February 1992 - October 1995
Skills
Investments, Retirement Planning, Series 7, Securities, Financial Planners, Mutual Funds, FINRA, Wealth Management, Asset Management, Portfolio Management, Risk Management, Series 63, Alternative Investments, Wealth Management..., Equities, Series 24, Asset Allocation, Investment Management, Strategic Financial..., Financial Services, AML, Fixed Annuities, Operations Management, Program Development, Asset Managment, Estate Planning, Retirement, 401k, Wealth, Investment Strategies, Options, Fixed Income, High Net Worth..., Mergers & Acquisitions, Uniform Combined State..., ETFs, Investment Advisory, Hedge Funds, Series 65, Financial Advisory, Financial Planning, Compliance, Strategic Planning, Business Strategy, New Business Development
Education
University of Phoenix 2001 — 2003
MBA, Global Management, 3.87/4.0
Berlin American High School 1980 — 1983
High School Diploma, Computer Science
Houston Baptist University - College of Business and Economics
BBA, Finance and Management, 3.67/4.0
Roosevelt High School
High School Diploma
Mark Draud's VALIC Experience January 2001 - Present
Job Sr. Investment Consultant at VALIC
Industry Insurance
Experience
VALIC January 2001 - Present
Skills
Fixed Annuities, Mutual Funds, Investments, Series 63, Series 7, Retirement, Retirement Planning, 401k, Asset Allocation, Wealth Management, Financial Services, Financial Planning, Portfolio Management
Education
Bauer College of Business at University of Houston
MBA, Finance
Georgia Institute of Technology
MS, Computer Science
Jacksonville University
MA, Mathematics
VALIC January 2001 - Present
Skills
Fixed Annuities, Mutual Funds, Investments, Series 63, Series 7, Retirement, Retirement Planning, 401k, Asset Allocation, Wealth Management, Financial Services, Financial Planning, Portfolio Management
Education
Bauer College of Business at University of Houston
MBA, Finance
Georgia Institute of Technology
MS, Computer Science
Jacksonville University
MA, Mathematics
Paige Foster's VALIC Experience August 1999 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 1999 - Present
RMIC 1998 - 1999
SunTrust Mortgage 1996 - 1998
Skills
Retirement Income..., Retirement Planning, Series 66, Registered Investment..., IRAs, Investment Advisory, 401k, Fixed Annuities, Mutual Funds, Retirement Plan..., Financial Advisory, Series 63, Personal Financial..., Wealth Management, Uniform Combined State..., Asset Allocation, Retirement, Series 6
Education
Georgia Southern University 1985 — 1991
BBA, Marketing/sales and sales management
Walton Comprehensive High School 1981 — 1985
VALIC August 1999 - Present
RMIC 1998 - 1999
SunTrust Mortgage 1996 - 1998
Skills
Retirement Income..., Retirement Planning, Series 66, Registered Investment..., IRAs, Investment Advisory, 401k, Fixed Annuities, Mutual Funds, Retirement Plan..., Financial Advisory, Series 63, Personal Financial..., Wealth Management, Uniform Combined State..., Asset Allocation, Retirement, Series 6
Education
Georgia Southern University 1985 — 1991
BBA, Marketing/sales and sales management
Walton Comprehensive High School 1981 — 1985
Ashley Tingle's VALIC Experience January 2012 - May 2012
Job Financial Services Professional
Industry Financial Services
Experience
VALIC January 2012 - May 2012
Emerald Wealth Management LLC July 2007 - September 2008
Emerald Wealth Management LLC July 2007 - September 2008
Spirac, Inc February 2006 - July 2007
Spirac, Inc February 2006 - July 2007
Bible - Department June 2002 - February 2006
Walk Thru the Bible September 2001 - May 2002
Northwestern Mutual Financial Network June 1998 - September 2001
Northwestern Mutual Financial Network / Bullock & Associates June 1998 - September 2001
Education
Georgia Southern University 1992 — 1996
BS, Journalism
Georgia Southern University
Bachelor of Science, Journalism
Georgia Southern University
Bachelor of Science, Journalism
VALIC January 2012 - May 2012
Emerald Wealth Management LLC July 2007 - September 2008
Emerald Wealth Management LLC July 2007 - September 2008
Spirac, Inc February 2006 - July 2007
Spirac, Inc February 2006 - July 2007
Bible - Department June 2002 - February 2006
Walk Thru the Bible September 2001 - May 2002
Northwestern Mutual Financial Network June 1998 - September 2001
Northwestern Mutual Financial Network / Bullock & Associates June 1998 - September 2001
Education
Georgia Southern University 1992 — 1996
BS, Journalism
Georgia Southern University
Bachelor of Science, Journalism
Georgia Southern University
Bachelor of Science, Journalism
Robert Velez's VALIC Experience September 2015 - Present
Job Financial Advisor Enroller, Valic
Industry Investment Banking
Experience
VALIC September 2015 - Present
JPMorgan Chase October 2005 - September 2015
Education
Iona College
Communication and Media Studies
VALIC September 2015 - Present
JPMorgan Chase October 2005 - September 2015
Education
Iona College
Communication and Media Studies
J. Scott Malloch's VALIC Experience September 2005 - August 2009
Job Owner, Malloch Wealth Management
Industry Financial Services
Experience
Jackson Hollow Asset Management September 2011 - Present
Malloch Wealth Management August 2009 - Present
VALIC September 2005 - August 2009
Merrill Lynch September 2003 - September 2005
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Coaching, Management Consulting, Social Media Marketing, Retirement, Retirement Planning, Wealth Management, Customer Service, Financial Advisory
Education
Lamar University 1984 — 1988
Bachelor's Degree, Finance, Financial Management Services and Economics
Jackson Hollow Asset Management September 2011 - Present
Malloch Wealth Management August 2009 - Present
VALIC September 2005 - August 2009
Merrill Lynch September 2003 - September 2005
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Coaching, Management Consulting, Social Media Marketing, Retirement, Retirement Planning, Wealth Management, Customer Service, Financial Advisory
Education
Lamar University 1984 — 1988
Bachelor's Degree, Finance, Financial Management Services and Economics
Chris Ervin, CFP's VALIC Experience June 1989 - November 2002
Job Regional ManagerFinancial Planning at ICMARC
Industry Financial Services
Experience
ICMA-RC March 2007 - Present
ICMA-RC March 2007 - Present
Morgan Stanley Smith Barney March 2006 - March 2007
VALIC June 1989 - November 2002
Skills
Relationship Management, Wealth Management, Financial Services, Investments, Portfolio Management, Strategic Financial..., Banking, New Business Development, Account Management, Insurance, Sales Management, Asset Managment, Series 7, Mutual Funds, Sales, Asset Management
Education
Georgia State University 1982 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Samford University 1980 — 1982
Music Performance, General
ICMA-RC March 2007 - Present
ICMA-RC March 2007 - Present
Morgan Stanley Smith Barney March 2006 - March 2007
VALIC June 1989 - November 2002
Skills
Relationship Management, Wealth Management, Financial Services, Investments, Portfolio Management, Strategic Financial..., Banking, New Business Development, Account Management, Insurance, Sales Management, Asset Managment, Series 7, Mutual Funds, Sales, Asset Management
Education
Georgia State University 1982 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Samford University 1980 — 1982
Music Performance, General
Charles Burger's VALIC Experience 2012 - Present
Job Counsel at VALIC
Industry Law Practice
Experience
VALIC 2012 - Present
Houston Firefighters' Relief and Retirement Fund 2010 - 2012
New York City Comptroller's Office 2007 - 2009
New York City Department of Education 2005 - 2007
NBC Universal 2004 - 2005
Media Law Resource Center 2003 - 2004
Education
Fordham University School of Law 2000 — 2003
JD
University of Pennsylvania 1994 — 1999
BA, Communications
VALIC 2012 - Present
Houston Firefighters' Relief and Retirement Fund 2010 - 2012
New York City Comptroller's Office 2007 - 2009
New York City Department of Education 2005 - 2007
NBC Universal 2004 - 2005
Media Law Resource Center 2003 - 2004
Education
Fordham University School of Law 2000 — 2003
JD
University of Pennsylvania 1994 — 1999
BA, Communications
Dave Colding's VALIC Experience 2001 - 2003
Job Sales Consultant/ Team Lead at Synthes
Industry Medical Devices
Experience
Synthes 2003 - Present
VALIC 2001 - 2003
Cornerstone Marketing Services January 2001 - December 2001
Skills
Operating Room, Orthopedic, Medical Devices, Sales Operations, Surgeons, Surgery, Sales, Hospitals, Sales Process, Management, Marketing, New Business Development, Time Management, Medicine, Medical Education, Orthopedics
Education
Saint Leo University 2012 — 2014
Master of Business Administration (M.B.A.), 3.92 GPA
Kennesaw State University
Bachelor of Science (B.S.), Health Science
Synthes 2003 - Present
VALIC 2001 - 2003
Cornerstone Marketing Services January 2001 - December 2001
Skills
Operating Room, Orthopedic, Medical Devices, Sales Operations, Surgeons, Surgery, Sales, Hospitals, Sales Process, Management, Marketing, New Business Development, Time Management, Medicine, Medical Education, Orthopedics
Education
Saint Leo University 2012 — 2014
Master of Business Administration (M.B.A.), 3.92 GPA
Kennesaw State University
Bachelor of Science (B.S.), Health Science
Richard SatheWarner's VALIC Experience June 2011 - May 2014
Job Series 7 and 66 individual
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
VALIC June 2011 - May 2014
Morgan Stanley Smith Barney January 2007 - May 2010
Education
John F. Kennedy University 2002 — 2004
B.S., Business Administration
TIAA-CREF May 2014 - Present
VALIC June 2011 - May 2014
Morgan Stanley Smith Barney January 2007 - May 2010
Education
John F. Kennedy University 2002 — 2004
B.S., Business Administration
Justin Brownlee's VALIC Experience May 2013 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC May 2013 - Present
STP JAX 2008 - 2008
Education
Kansas State University 2006 — 2010
Entrepreneurship
VALIC May 2013 - Present
STP JAX 2008 - 2008
Education
Kansas State University 2006 — 2010
Entrepreneurship
Robert Demchak's VALIC Experience October 1989 - March 2005
Job Marketing Management, Project Management
Industry Financial Services
Experience
New England Financial, A MetLife Company October 2010 - June 2012
Invesco Aim April 2005 - June 2010
VALIC October 1989 - March 2005
Skills
Mutual Funds, Investments, Series 7, Insurance, Financial Services, Retirement, Strategic Planning, Fixed Annuities, Market Research, Retirement Planning, Fixed Income, Competitive Analysis, Management, Wealth Management, Risk Management, Asset Management, Portfolio Management
Education
Indiana University of Pennsylvania
BS
University of Houston
MBA
New England Financial, A MetLife Company October 2010 - June 2012
Invesco Aim April 2005 - June 2010
VALIC October 1989 - March 2005
Skills
Mutual Funds, Investments, Series 7, Insurance, Financial Services, Retirement, Strategic Planning, Fixed Annuities, Market Research, Retirement Planning, Fixed Income, Competitive Analysis, Management, Wealth Management, Risk Management, Asset Management, Portfolio Management
Education
Indiana University of Pennsylvania
BS
University of Houston
MBA
Jared Bridwell's VALIC Experience May 2013 - May 2015
Job Internal Wholesaler at AIG
Industry Insurance
Experience
AIG May 2015 - Present
VALIC May 2013 - May 2015
Skills
Leadership, Time Management, Financial Analysis, Retirement Planning, Financial Planning, Asset Allocation, Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Social Media, PowerPoint, Marketing
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Arts, Communications, Telecommunications
Indiana University Bloomington 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
AIG May 2015 - Present
VALIC May 2013 - May 2015
Skills
Leadership, Time Management, Financial Analysis, Retirement Planning, Financial Planning, Asset Allocation, Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Social Media, PowerPoint, Marketing
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Arts, Communications, Telecommunications
Indiana University Bloomington 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Lucinda Carlton's VALIC Experience January 2000 - September 2002
Job Experienced InformationTechnology Management and Project Management professional
Industry Information Technology and Services
Experience
VALIC January 2000 - September 2002
VALIC January 1998 - December 1999
VALIC January 1997 - December 1997
VALIC January 1996 - December 1996
VALIC October 1993 - December 1995
Education
ITT Technical Institute
Associate of Applied Science, Information Technology - Computer Network Systems
Kent State University
Bachelor of Science, Secondary Education; English and Psychology
VALIC January 2000 - September 2002
VALIC January 1998 - December 1999
VALIC January 1997 - December 1997
VALIC January 1996 - December 1996
VALIC October 1993 - December 1995
Education
ITT Technical Institute
Associate of Applied Science, Information Technology - Computer Network Systems
Kent State University
Bachelor of Science, Secondary Education; English and Psychology
Paul Pitkins's VALIC Experience July 2007 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2007 - Present
PAREXEL March 1998 - April 2006
PAREXEL 1998 - 2006
Skills
Retirement Planning, Mutual Funds, Series 7, Wealth Management, Strategic Financial..., Retirement, Investments, Investment Advisory, Fixed Annuities, Series 63, Asset Allocation, Portfolio Management, Financial Advisory, Investment Strategies, 401k, Securities, Insurance, Life Insurance, Estate Planning, Financial Services
Education
Southern Illinois University, Carbondale 1985 — 1987
Bachelor's degree, Marketing
Illinois State University 1984 — 1985
Bachelor's degree, Marketing
VALIC July 2007 - Present
PAREXEL March 1998 - April 2006
PAREXEL 1998 - 2006
Skills
Retirement Planning, Mutual Funds, Series 7, Wealth Management, Strategic Financial..., Retirement, Investments, Investment Advisory, Fixed Annuities, Series 63, Asset Allocation, Portfolio Management, Financial Advisory, Investment Strategies, 401k, Securities, Insurance, Life Insurance, Estate Planning, Financial Services
Education
Southern Illinois University, Carbondale 1985 — 1987
Bachelor's degree, Marketing
Illinois State University 1984 — 1985
Bachelor's degree, Marketing
Patricia Miker's VALIC Experience 1996 - 2001
Job IT Apps Programmer Sr at Progressive Insurance
Industry Insurance
Experience
Progressive Insurance 2005 - Present
Oce 2001 - 2005
VALIC 1996 - 2001
Skills
C#, SDLC, SQL, Agile Methodologies
Education
Kent State University 1985 — 1989
Bachelor, Business Administration in Computer Sciences within Business Organizations
Progressive Insurance 2005 - Present
Oce 2001 - 2005
VALIC 1996 - 2001
Skills
C#, SDLC, SQL, Agile Methodologies
Education
Kent State University 1985 — 1989
Bachelor, Business Administration in Computer Sciences within Business Organizations
Danielle Turos's VALIC Experience June 2011 - April 2012
Job Buyer at Rockwell Automation
Industry Logistics and Supply Chain
Experience
Rockwell Automation April 2012 - Present
VALIC June 2011 - April 2012
US Bank Corp May 2008 - March 2011
Mayfield Financial Services August 2005 - May 2008
National City Corp June 1998 - August 2005
Skills
Finance, Analysis, Loans, Management, Business Development, Sales, Sales Management, Financial Services, Customer Satisfaction, Cash Flow, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Branch Banking, Investments, Corporate Fundraising
Education
Indiana Wesleyan University 2013 — 2015
Bachelor's of Science, Business Management, Cumulative GPA 3.65
Indiana Wesleyan University 2011 — 2013
Associate's Degree, Business Management
2003-2004Notre Dame CollegeSouth 2003 — 2004
Accounting
Rockwell Automation April 2012 - Present
VALIC June 2011 - April 2012
US Bank Corp May 2008 - March 2011
Mayfield Financial Services August 2005 - May 2008
National City Corp June 1998 - August 2005
Skills
Finance, Analysis, Loans, Management, Business Development, Sales, Sales Management, Financial Services, Customer Satisfaction, Cash Flow, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Branch Banking, Investments, Corporate Fundraising
Education
Indiana Wesleyan University 2013 — 2015
Bachelor's of Science, Business Management, Cumulative GPA 3.65
Indiana Wesleyan University 2011 — 2013
Associate's Degree, Business Management
2003-2004Notre Dame CollegeSouth 2003 — 2004
Accounting
Teresa Harley's VALIC Experience March 1997 - Present
Job Financial Planning Advisor at VALIC
Industry Financial Services
Experience
VALIC March 1997 - Present
VALIC March 1997 - Present
Valic 1997 - Present
Skills
Wealth Management, Retirement, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Advisory, Fixed Annuities, Asset Allocation, Investment Strategies, Series 63, IRAs, 401k, Estate Planning, Wealth, Pensions
Education
Georgia State University
VALIC March 1997 - Present
VALIC March 1997 - Present
Valic 1997 - Present
Skills
Wealth Management, Retirement, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Advisory, Fixed Annuities, Asset Allocation, Investment Strategies, Series 63, IRAs, 401k, Estate Planning, Wealth, Pensions
Education
Georgia State University
Shellie Sylvester's VALIC Experience February 2005 - October 2007
Job Sr. Implementation Analyst at AIG VALIC
Industry Financial Services
Experience
AIG VALIC March 2013 - Present
AIG Valic July 2010 - March 2013
AIG Valic January 2009 - May 2010
AIG Valic October 2007 - January 2009
Valic February 2005 - October 2007
Valic May 2000 - February 2005
Valic February 1998 - May 2000
Skills
Access, Securities, Defined Benefit, Pensions, Accounting, Retirement, Accounts Payable, Account Reconciliation, Accounts Receivable, SAP, Microsoft Excel
Education
University of Houston-Downtown
BBA, Accounting
Houston Community College
Associates of Applied Arts
AIG VALIC March 2013 - Present
AIG Valic July 2010 - March 2013
AIG Valic January 2009 - May 2010
AIG Valic October 2007 - January 2009
Valic February 2005 - October 2007
Valic May 2000 - February 2005
Valic February 1998 - May 2000
Skills
Access, Securities, Defined Benefit, Pensions, Accounting, Retirement, Accounts Payable, Account Reconciliation, Accounts Receivable, SAP, Microsoft Excel
Education
University of Houston-Downtown
BBA, Accounting
Houston Community College
Associates of Applied Arts
Debra Sabin's VALIC Experience July 1994 - October 2007
Job Underwriter Assistant at Chartis Insurance
Industry Insurance
Experience
Chartis Insurance October 2007 - Present
VALIC July 1994 - October 2007
Education
University of Houston-Clear Lake 1988 — 1991
Bachelor of Business Administration (BBA), Management
Houston Community College
Computer Programing
Chartis Insurance October 2007 - Present
VALIC July 1994 - October 2007
Education
University of Houston-Clear Lake 1988 — 1991
Bachelor of Business Administration (BBA), Management
Houston Community College
Computer Programing
O'Connor Matthew's VALIC Experience October 2006 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC October 2006 - Present
Morgan Stanley June 1998 - October 2004
Skills
Retirement Planning, Retirement Income..., Series 66, Wealth Preservation..., Series 7, Retirement, Annuities, IRA's, Charitable Giving, Wealth Accumulation, 529 Plans, Insurance Planning, Mutual Funds, Financial Planning, Asset Allocation, Wealth Management, Investment Advisory, 401k, Estate Planning, Long Term Care, Financial Advisory, Annuity, Series 63, Investments, Stocks, Pensions, Investment Strategies, Asset Management, Bonds, ETFs, Term Life Insurance, 401k Rollovers, Alternative Investments, FINRA, Investment Management, Wealth Management..., Securities, Saving for Education, Series 6, Series 65, College Savings Plans, Uniform Combined State..., IRAs, Series 24, Roth IRA, Variable Annuities, High Net Worth..., Life Insurance, Separately Managed..., Fixed Annuities
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Finance
University of Rochester 1994 — 1998
Bachelor of arts and sciences, economics, psychology and business
VALIC October 2006 - Present
Morgan Stanley June 1998 - October 2004
Skills
Retirement Planning, Retirement Income..., Series 66, Wealth Preservation..., Series 7, Retirement, Annuities, IRA's, Charitable Giving, Wealth Accumulation, 529 Plans, Insurance Planning, Mutual Funds, Financial Planning, Asset Allocation, Wealth Management, Investment Advisory, 401k, Estate Planning, Long Term Care, Financial Advisory, Annuity, Series 63, Investments, Stocks, Pensions, Investment Strategies, Asset Management, Bonds, ETFs, Term Life Insurance, 401k Rollovers, Alternative Investments, FINRA, Investment Management, Wealth Management..., Securities, Saving for Education, Series 6, Series 65, College Savings Plans, Uniform Combined State..., IRAs, Series 24, Roth IRA, Variable Annuities, High Net Worth..., Life Insurance, Separately Managed..., Fixed Annuities
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Finance
University of Rochester 1994 — 1998
Bachelor of arts and sciences, economics, psychology and business
Chris Ervin's VALIC Experience June 1989 - November 2002
Job Regional Manager, Financial Planning
Industry Financial Services
Experience
ICMA-RC March 2007 - Present
VALIC June 1989 - November 2002
Skills
CFP, Wealth Management, Investments, Relationship Management, Strategic Financial..., Series 7
Education
Georgia State University 1982 — 1985
BS, Business
ICMA-RC March 2007 - Present
VALIC June 1989 - November 2002
Skills
CFP, Wealth Management, Investments, Relationship Management, Strategic Financial..., Series 7
Education
Georgia State University 1982 — 1985
BS, Business
Myisha Cooks's VALIC Experience June 2012 - Present
Job Plan Coordinator at VALIC
Industry Financial Services
Experience
VALIC June 2012 - Present
VALIC February 2009 - June 2012
Education
Lamar University 2003 — 2004
Bachelor of Science (BS), Criminal Justice
Sam Houston State University 2000 — 2003
VALIC June 2012 - Present
VALIC February 2009 - June 2012
Education
Lamar University 2003 — 2004
Bachelor of Science (BS), Criminal Justice
Sam Houston State University 2000 — 2003
Jeannette Sabala's VALIC Experience August 2013 - Present
Job Implementation Consultant at VALIC Retirement Services Company
Industry Financial Services
Experience
VALIC August 2013 - Present
VALIC July 2007 - August 2013
VALIC November 2004 - July 2007
GCA Services Group September 2003 - November 2004
Willbros July 2000 - June 2003
Willbros July 2000 - January 2002
Seagate Technology August 1998 - June 2000
DataWave Technologies March 1998 - August 1998
La Madeleine June 1989 - March 1998
Skills
Requirements Analysis, Business Analysis, Process Improvement, Marketing, Public Relations, MS Project, Project Management, Data Analysis, Management, Project Planning, Training, Research, SharePoint, Databases, Strategic Planning, Analysis, Access, Proposal Writing, Advertising, Visio, Customer Service, Sales, Leadership, Team Leadership, Teamwork, Software Documentation, CRM, Insurance, Procurement
Education
Houston Community College
Associate of Arts (AA), Business Administration and Management, General
VALIC August 2013 - Present
VALIC July 2007 - August 2013
VALIC November 2004 - July 2007
GCA Services Group September 2003 - November 2004
Willbros July 2000 - June 2003
Willbros July 2000 - January 2002
Seagate Technology August 1998 - June 2000
DataWave Technologies March 1998 - August 1998
La Madeleine June 1989 - March 1998
Skills
Requirements Analysis, Business Analysis, Process Improvement, Marketing, Public Relations, MS Project, Project Management, Data Analysis, Management, Project Planning, Training, Research, SharePoint, Databases, Strategic Planning, Analysis, Access, Proposal Writing, Advertising, Visio, Customer Service, Sales, Leadership, Team Leadership, Teamwork, Software Documentation, CRM, Insurance, Procurement
Education
Houston Community College
Associate of Arts (AA), Business Administration and Management, General
Chris Kyle - Personal's VALIC Experience April 1996 - October 1997
Job Assistant Store Manager at Ultra Salon, Cosmetics & Fragrance, Inc.
Industry Insurance
Experience
Ultra Salon, Cosmetics & Fragrance, Inc. October 2009 - Present
The Manhattan Life Insurance Company and its affiliated entities May 2000 - June 2009
The Manhattan Life Insurance Company and its affiliated entities February 2000 - May 2002
The Manhattan Life Insurance Company and its affiliated entities October 1997 - February 2000
VALIC April 1996 - October 1997
Skills
Online Marketing, Social Media, Social Media Marketing, Digital Marketing, Marketing Strategy, Start-ups, Entrepreneurship, Online Advertising, SEO, Business Strategy, Business Development, E-commerce
Education
Lamar University 1981 — 1986
Bachelor's Degree, Business Administration, 3.0
Ultra Salon, Cosmetics & Fragrance, Inc. October 2009 - Present
The Manhattan Life Insurance Company and its affiliated entities May 2000 - June 2009
The Manhattan Life Insurance Company and its affiliated entities February 2000 - May 2002
The Manhattan Life Insurance Company and its affiliated entities October 1997 - February 2000
VALIC April 1996 - October 1997
Skills
Online Marketing, Social Media, Social Media Marketing, Digital Marketing, Marketing Strategy, Start-ups, Entrepreneurship, Online Advertising, SEO, Business Strategy, Business Development, E-commerce
Education
Lamar University 1981 — 1986
Bachelor's Degree, Business Administration, 3.0
Cindy Mims's VALIC Experience November 1997 - October 2002
Job Financial Advisor at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America June 2009 - Present
Merrill Lynch June 2005 - June 2009
Smith Barney October 2002 - June 2005
VALIC November 1997 - October 2002
Education
Lamar University 1991 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.56 / 4.0
Investment Centers of America June 2009 - Present
Merrill Lynch June 2005 - June 2009
Smith Barney October 2002 - June 2005
VALIC November 1997 - October 2002
Education
Lamar University 1991 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.56 / 4.0
Juan Sotolongo's VALIC Experience June 2012 - January 2013
Job Web Developer at Eyesore, Inc.
Industry Design
Experience
Eyesore, Inc. December 2014 - Present
Eyesore, Inc. August 2014 - December 2014
Center for Economic Assessment of Risk at GSU August 2013 - December 2014
Family Support Circle June 2014 - July 2014
VALIC June 2012 - January 2013
Skills
International Economics, International Relations, Data Entry, Foreign Languages, Spanish--English...
Education
Georgia State University 2009 — 2014
Bachelor of Arts (B.A.), International Economic Policy with a German concentration
Dutchtown High School 2005 — 2009
High school diploma
Eyesore, Inc. December 2014 - Present
Eyesore, Inc. August 2014 - December 2014
Center for Economic Assessment of Risk at GSU August 2013 - December 2014
Family Support Circle June 2014 - July 2014
VALIC June 2012 - January 2013
Skills
International Economics, International Relations, Data Entry, Foreign Languages, Spanish--English...
Education
Georgia State University 2009 — 2014
Bachelor of Arts (B.A.), International Economic Policy with a German concentration
Dutchtown High School 2005 — 2009
High school diploma
Vince Guy's VALIC Experience November 2005 - Present
Job Financial Planning Advisor at VALIC
Industry Financial Services
Experience
VALIC November 2005 - Present
Combat Fitness Mixed Martial Arts Academy February 2004 - Present
Skills
Personal Finance,..., Financial Planning, Investments, Retirement Planning, Wealth Management, Finance, Mutual Funds, Portfolio Management, Insurance, Financial Services, Financial Analysis
Education
La Salle University
VALIC November 2005 - Present
Combat Fitness Mixed Martial Arts Academy February 2004 - Present
Skills
Personal Finance,..., Financial Planning, Investments, Retirement Planning, Wealth Management, Finance, Mutual Funds, Portfolio Management, Insurance, Financial Services, Financial Analysis
Education
La Salle University
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO