VALIC Company
Industry: Insurance company
DescriptionThe Variable Annuity Life Insurance Company, or VALIC, a subsidiary of American International Group, Inc., is an insurance corporation that specializes in tax-qualified retirement plans, supplemental tax-deferred and after-tax investments. VALIC's CEO is Jana Greer. VALIC's headquarters are in Houston, Texas. Headquarters: Houston, Texas, United States Founded: 1955 Parent organizations: American General Life Insurance Co., AGC Life Insurance Company Subsidiaries: AIG Retirement Services,
VALIC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at VALIC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
VALIC Salaries. You can even request information on how much does VALIC pay if you want to. Learn about salaries, pros and cons of working for VALIC directly from the past employees.
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1,128 VALIC employees in database. Find out everything there's to know about VALIC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
VALIC Employees
Employee
Years
Job
Industry
Bryant Hunter II Bryant Hunter II's VALIC Experience 2011 - July 2014
Job Wholesaler at AIG Life and Retirement American General
Industry Financial Services
Experience
AIG August 2014 - Present
VALIC 2011 - July 2014
Farmers Insurance 1998 - 2011
Skills
Building Relationships, Marketing, Sales, Customer Oriented, Team Leadership, Account Management, Negotiation, Territory..., District Management, Persuasion, Consultative Sales..., Sales Process, Commercial Insurance, Property & Casualty..., Sales Presentations
Education
Universityof Houston
MBA, Business
Morehouse College
Bachelor of Science (BS), Biology
AIG August 2014 - Present
VALIC 2011 - July 2014
Farmers Insurance 1998 - 2011
Skills
Building Relationships, Marketing, Sales, Customer Oriented, Team Leadership, Account Management, Negotiation, Territory..., District Management, Persuasion, Consultative Sales..., Sales Process, Commercial Insurance, Property & Casualty..., Sales Presentations
Education
Universityof Houston
MBA, Business
Morehouse College
Bachelor of Science (BS), Biology
Nina Berry-Gallow Nina Berry-Gallow's VALIC Experience 2008 - 2009
Job Tax Professional and Substitute Teacher certified to teach Mathematics grades 712
Industry Financial Services
Experience
CFISD November 2014 - Present
Pearson Education PARCC April 2015 - July 2015
CFISD January 2015 - May 2015
Jackson Hewitt Tax Service Inc. December 2012 - April 2015
Chegg Inc. June 2012 - September 2014
Cypress-Fairbanks I.S.D. Tax Office May 2013 - 2014
Baker Hughes 2011 - 2011
Professional Career Training Institute 2009 - 2011
VALIC 2008 - 2009
NetSpend Corporation 2006 - 2008
Skills
Accounting, Creative Writing, Resume Writing, Outstanding Customer..., Customer Satisfaction, Financial Aid, Economic Research, Customer Service, Student Financial Aid, Recruiting, Accounts Receivable, Finance, Microsoft Excel, Payroll, QuickBooks, Management, Auditing
Education
University of Phoenix 2012 — 2013
Master of Science (M.S.), Accounting
Lone Star College System 2010 — 2013
CPA Certification, Accounting
The University of Texas at Austin 1994 — 2002
B.A., Mathematics
Waco High School 1992 — 1994
David Crockett High School 1990 — 1992
CFISD November 2014 - Present
Pearson Education PARCC April 2015 - July 2015
CFISD January 2015 - May 2015
Jackson Hewitt Tax Service Inc. December 2012 - April 2015
Chegg Inc. June 2012 - September 2014
Cypress-Fairbanks I.S.D. Tax Office May 2013 - 2014
Baker Hughes 2011 - 2011
Professional Career Training Institute 2009 - 2011
VALIC 2008 - 2009
NetSpend Corporation 2006 - 2008
Skills
Accounting, Creative Writing, Resume Writing, Outstanding Customer..., Customer Satisfaction, Financial Aid, Economic Research, Customer Service, Student Financial Aid, Recruiting, Accounts Receivable, Finance, Microsoft Excel, Payroll, QuickBooks, Management, Auditing
Education
University of Phoenix 2012 — 2013
Master of Science (M.S.), Accounting
Lone Star College System 2010 — 2013
CPA Certification, Accounting
The University of Texas at Austin 1994 — 2002
B.A., Mathematics
Waco High School 1992 — 1994
David Crockett High School 1990 — 1992
Candace Meyers Candace Meyers's VALIC Experience March 2006 - Present
Job District Office Coordinator at VALIC
Industry Financial Services
Experience
VALIC March 2006 - Present
Vista Healthplan July 2005 - January 2006
Vista Healthplan April 2001 - June 2005
Vista Healthplan July 1998 - April 2001
Dep Corporation June 1996 - May 1998
Mattel July 1995 - June 1996
Dep Corporation April 1993 - July 1995
Skills
Microsoft Office, Access Database, Marketing, Employee Benefits, Analysis, Management, Quality Assurance, Presentations, Sales, Finance, Insurance, Access, Databases, Financial Analysis
Education
Los Angeles Harbor College 1989 — 1992
Associate of Science (AS), Office Administration / Office Automation, 3.73 GPA overall (4.0 in classes related to major)
Nathaniel Narbonne High School 1986 — 1989
VALIC March 2006 - Present
Vista Healthplan July 2005 - January 2006
Vista Healthplan April 2001 - June 2005
Vista Healthplan July 1998 - April 2001
Dep Corporation June 1996 - May 1998
Mattel July 1995 - June 1996
Dep Corporation April 1993 - July 1995
Skills
Microsoft Office, Access Database, Marketing, Employee Benefits, Analysis, Management, Quality Assurance, Presentations, Sales, Finance, Insurance, Access, Databases, Financial Analysis
Education
Los Angeles Harbor College 1989 — 1992
Associate of Science (AS), Office Administration / Office Automation, 3.73 GPA overall (4.0 in classes related to major)
Nathaniel Narbonne High School 1986 — 1989
Gregg Hancock Gregg Hancock's VALIC Experience December 2010 - December 2011
Job Area Director at N2 Publishing
Industry Marketing and Advertising
Experience
N2 Publishing September 2014 - Present
First Midwest Bank January 2012 - July 2014
VALIC December 2010 - December 2011
Hancock Wealth Management, Inc August 2009 - November 2010
Wells Fargo Advisors January 2004 - April 2009
Dubuque Bank & Trust June 2002 - December 2003
MetLife December 1997 - May 2002
Skills
Community Development, Marketing Strategy, Social Media Marketing, Business Networking, New Business Development, Advertising, Community Engagement, Community Building, Relationship Building, Social Networking, Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Financial Advisory, Financial Planners, 401k, Insurance, Business Planning, Investment Strategies, Public Speaking, Wealth, Investment Management, Training, Wealth Management..., Wealth Accumulation, Financial Analysis, Financial Planning, Trust Services, Pensions, Fiduciary Services, Employee Benefits, Webinars, Charitable Gift Planning, Financial Goals, Trust Management, Estate Administration, Income Planning, Estate Planning Webinars, Personal Trust..., Philanthropy, Financial Planning..., Special Needs Trusts, Retirement Planning..., Insurance Planning, Wealth Preservation, Fixed Income Planning, 401 K Rollovers, Legacy Planning, 401 K Plan Reviews
Education
Loras College 1993 — 1997
Finance, Bachelor of Arts
LaSalle - Peru Township 1990 — 1993
General Studies, General Studies
N2 Publishing September 2014 - Present
First Midwest Bank January 2012 - July 2014
VALIC December 2010 - December 2011
Hancock Wealth Management, Inc August 2009 - November 2010
Wells Fargo Advisors January 2004 - April 2009
Dubuque Bank & Trust June 2002 - December 2003
MetLife December 1997 - May 2002
Skills
Community Development, Marketing Strategy, Social Media Marketing, Business Networking, New Business Development, Advertising, Community Engagement, Community Building, Relationship Building, Social Networking, Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Financial Advisory, Financial Planners, 401k, Insurance, Business Planning, Investment Strategies, Public Speaking, Wealth, Investment Management, Training, Wealth Management..., Wealth Accumulation, Financial Analysis, Financial Planning, Trust Services, Pensions, Fiduciary Services, Employee Benefits, Webinars, Charitable Gift Planning, Financial Goals, Trust Management, Estate Administration, Income Planning, Estate Planning Webinars, Personal Trust..., Philanthropy, Financial Planning..., Special Needs Trusts, Retirement Planning..., Insurance Planning, Wealth Preservation, Fixed Income Planning, 401 K Rollovers, Legacy Planning, 401 K Plan Reviews
Education
Loras College 1993 — 1997
Finance, Bachelor of Arts
LaSalle - Peru Township 1990 — 1993
General Studies, General Studies
Sarah Forhan Sarah Forhan's VALIC Experience May 2014 - Present
Job Sales Assistant at VALIC
Industry Financial Services
Experience
VALIC May 2014 - Present
Bowdabra 2007 - December 2014
ClubMom 2005 - 2007
Fireplace Village 2000 - 2001
Duncraft 1998 - 2000
Skills
Blogging, Editing, Microsoft Office, Proofreading, Digital Photography, Experienced Sales..., Sales Management, POP Displays, Close Attention to..., Customer Service, Inventor, Social Media Marketing, Television, Marketing, Social Media, Online Marketing
Education
NHTI, Concord's Community College 1998 — 2000
Associates, Business Management
Plymouth State University
VALIC May 2014 - Present
Bowdabra 2007 - December 2014
ClubMom 2005 - 2007
Fireplace Village 2000 - 2001
Duncraft 1998 - 2000
Skills
Blogging, Editing, Microsoft Office, Proofreading, Digital Photography, Experienced Sales..., Sales Management, POP Displays, Close Attention to..., Customer Service, Inventor, Social Media Marketing, Television, Marketing, Social Media, Online Marketing
Education
NHTI, Concord's Community College 1998 — 2000
Associates, Business Management
Plymouth State University
Khole Lamey Khole Lamey's VALIC Experience January 2014 - November 2014
Job Relationship Banker
Industry Financial Services
Experience
JPMorgan Chase, NA November 2014 - Present
VALIC January 2014 - November 2014
COUNTRY Financial® April 2013 - January 2014
Education
Park University 2015 — 2016
Master of Business Administration (MBA), Finance
Park University 2014 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services
Pima Community College
Associate's of Business, Finance
JPMorgan Chase, NA November 2014 - Present
VALIC January 2014 - November 2014
COUNTRY Financial® April 2013 - January 2014
Education
Park University 2015 — 2016
Master of Business Administration (MBA), Finance
Park University 2014 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services
Pima Community College
Associate's of Business, Finance
Angela Chastain Angela Chastain's VALIC Experience July 1996 - January 1997
Job Business Consultant at Blankenship Change Consulting
Industry Human Resources
Experience
Blankenship Change Consulting September 2013 - Present
AT&T January 1997 - January 2008
VALIC July 1996 - January 1997
Target July 1993 - July 1996
Skills
Human Resources, Recruiting, Personnel Management, Leadership, Onboarding, Applicant Tracking..., Talent Acquisition, College Recruiting, Talent Management, Employee Relations, Technical Recruiting, Internet Recruiting, New Hire Orientations, Workforce Planning, HR Policies, Screening, Employee Engagement, Benefits Administration
Education
LeTourneau University
Master of Business Administration (MBA), 4.0
University of Houston
Bachelor of Business Administration (BBA), Organizational Behavior & Management
Blankenship Change Consulting September 2013 - Present
AT&T January 1997 - January 2008
VALIC July 1996 - January 1997
Target July 1993 - July 1996
Skills
Human Resources, Recruiting, Personnel Management, Leadership, Onboarding, Applicant Tracking..., Talent Acquisition, College Recruiting, Talent Management, Employee Relations, Technical Recruiting, Internet Recruiting, New Hire Orientations, Workforce Planning, HR Policies, Screening, Employee Engagement, Benefits Administration
Education
LeTourneau University
Master of Business Administration (MBA), 4.0
University of Houston
Bachelor of Business Administration (BBA), Organizational Behavior & Management
Shawn Barnum Shawn Barnum's VALIC Experience February 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2014 - Present
AXA Advisors February 2012 - February 2014
Tonawanda City Schools September 2002 - February 2012
West Genesee School District September 2001 - June 2002
Christian Brothers Academy September 1998 - June 2001
Skills
Retirement Planning, Staff Development, Insurance, Securities, Life Insurance, Public Speaking, Microsoft Office, Public Relations, Retirement, Fundraising, Investments, Finance, Financial Services, Teaching, Fixed Annuities, PowerPoint, Social Media
Education
Saint Bonaventure University 1997 — 1998
Reading Teacher Education
Niagara University 1993 — 1997
B.A., Sociology/Psychology
Kenmore West Senior High School
VALIC February 2014 - Present
AXA Advisors February 2012 - February 2014
Tonawanda City Schools September 2002 - February 2012
West Genesee School District September 2001 - June 2002
Christian Brothers Academy September 1998 - June 2001
Skills
Retirement Planning, Staff Development, Insurance, Securities, Life Insurance, Public Speaking, Microsoft Office, Public Relations, Retirement, Fundraising, Investments, Finance, Financial Services, Teaching, Fixed Annuities, PowerPoint, Social Media
Education
Saint Bonaventure University 1997 — 1998
Reading Teacher Education
Niagara University 1993 — 1997
B.A., Sociology/Psychology
Kenmore West Senior High School
Douglas Godfrey's VALIC Experience August 2015 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - June 2015
PermaCold Engineering, Inc December 2011 - April 2014
Sierra Auction Management, Inc. December 2009 - December 2011
Orkin Pest Control July 2009 - December 2009
TriVita December 2000 - April 2008
Terminix January 1985 - August 2000
Education
Northern Arizona University, College of Business Administration 1980 — 1984
Bachelor of Science, Business Management with Accounting emphasis
VALIC August 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - June 2015
PermaCold Engineering, Inc December 2011 - April 2014
Sierra Auction Management, Inc. December 2009 - December 2011
Orkin Pest Control July 2009 - December 2009
TriVita December 2000 - April 2008
Terminix January 1985 - August 2000
Education
Northern Arizona University, College of Business Administration 1980 — 1984
Bachelor of Science, Business Management with Accounting emphasis
Hope Arnold, LMSW's VALIC Experience August 2003 - November 2005
Job Psychotherapist at DBT Center of Houston
Industry Mental Health Care
Experience
DBT Center of Houston June 2014 - Present
West Oaks Hospital June 2013 - Present
PwC December 2005 - October 2011
VALIC August 2003 - November 2005
Skills
Grief Counseling, Anxiety Disorders, Treatment of depression, Bipolar Disorder, Group Therapy, Individual Counselling, Family Therapy, Jungian psychology
Education
University of Houston 2011 — 2013
Master of Social Work (MSW)
Saybrook University 2008 — 2010
Master's Degree, Psychology
Loyola University New Orleans 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
DBT Center of Houston June 2014 - Present
West Oaks Hospital June 2013 - Present
PwC December 2005 - October 2011
VALIC August 2003 - November 2005
Skills
Grief Counseling, Anxiety Disorders, Treatment of depression, Bipolar Disorder, Group Therapy, Individual Counselling, Family Therapy, Jungian psychology
Education
University of Houston 2011 — 2013
Master of Social Work (MSW)
Saybrook University 2008 — 2010
Master's Degree, Psychology
Loyola University New Orleans 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Goolsby Darryl Goolsby Darryl's VALIC Experience Sr. Retirement SpecialistVALICJune 2013 - Present
Job Investment Portfolio Coach & Retirement Planning Expert
Industry Financial Services
Experience
VALIC Sr. Retirement SpecialistVALICJune 2013 - Present
VALIC March 2012 - June 2013
VALIC June 2009 - March 2012
MetLife Investors November 2006 - February 2008
Chase July 2005 - October 2006
Invesco US April 2003 - July 2005
Skills
Mutual Funds, Wealth Management, Retirement, Retirement Planning, Series 7, Technical Analysis, Curriculum Development, Model Portfolios, Analytics, Employee Benefits, ERISA, Risk Analysis, Relationship Management, Idea Generation, Critical Thinking, New Program Development, Employee Training, Client Relations Skills, Presentations, Public Speaking, Team Leadership, Microsoft Office, General Insurance, Investment Advisory, Strategic Financial..., Investments, Asset Allocation, Fixed Annuities, Series 63, IRAs, Financial Services, Finance, 401k, Series 6, Uniform Combined State..., 401k Rollovers, Retirement Plan..., Series 65, Portfolio Management, Financial Planning
Education
Oklahoma Christian University 2014 — 2016
Master of Business Administration (M.B.A.), Financial Planning and Services
Prairie View A&M University 1999 — 2001
Bachelor's Degree, Marketing/Marketing Management, General
McNeese State University 1997 — 1999
Accounting and Finance
Central Sr High 1993 — 1997
VALIC Sr. Retirement SpecialistVALICJune 2013 - Present
VALIC March 2012 - June 2013
VALIC June 2009 - March 2012
MetLife Investors November 2006 - February 2008
Chase July 2005 - October 2006
Invesco US April 2003 - July 2005
Skills
Mutual Funds, Wealth Management, Retirement, Retirement Planning, Series 7, Technical Analysis, Curriculum Development, Model Portfolios, Analytics, Employee Benefits, ERISA, Risk Analysis, Relationship Management, Idea Generation, Critical Thinking, New Program Development, Employee Training, Client Relations Skills, Presentations, Public Speaking, Team Leadership, Microsoft Office, General Insurance, Investment Advisory, Strategic Financial..., Investments, Asset Allocation, Fixed Annuities, Series 63, IRAs, Financial Services, Finance, 401k, Series 6, Uniform Combined State..., 401k Rollovers, Retirement Plan..., Series 65, Portfolio Management, Financial Planning
Education
Oklahoma Christian University 2014 — 2016
Master of Business Administration (M.B.A.), Financial Planning and Services
Prairie View A&M University 1999 — 2001
Bachelor's Degree, Marketing/Marketing Management, General
McNeese State University 1997 — 1999
Accounting and Finance
Central Sr High 1993 — 1997
Anali Gomez Anali Gomez's VALIC Experience September 2014 - Present
Job Operations Specialist at Valic
Industry Insurance
Experience
VALIC September 2014 - Present
Centre Technologies October 2013 - September 2014
Cost Plus World Market May 2011 - October 2013
JPMorgan Chase May 2009 - March 2011
Skills
Microsoft Excel, Microsoft Office, Outlook, Customer Service, Microsoft Word
Education
University of Houston 2013 — 2016
Bachelor of Science (B.S.), Mathematical Biology
Lone Star College System 2010 — 2013
Associate of Science (A.S.)
VALIC September 2014 - Present
Centre Technologies October 2013 - September 2014
Cost Plus World Market May 2011 - October 2013
JPMorgan Chase May 2009 - March 2011
Skills
Microsoft Excel, Microsoft Office, Outlook, Customer Service, Microsoft Word
Education
University of Houston 2013 — 2016
Bachelor of Science (B.S.), Mathematical Biology
Lone Star College System 2010 — 2013
Associate of Science (A.S.)
Chris Bouma Chris Bouma's VALIC Experience October 2009 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC October 2009 - Present
Education
Michigan State University 1995 — 1999
Bachelor of Arts (BA), Accounting and Finance
VALIC October 2009 - Present
Education
Michigan State University 1995 — 1999
Bachelor of Arts (BA), Accounting and Finance
Terry A Pasquale, CRPS Terry A Pasquale, CRPS's VALIC Experience April 2014 - Present
Job Investment Advisor Representative at VALIC
Industry Financial Services
Experience
VALIC April 2014 - Present
QU Trading & Insurance December 2012 - March 2014
MetLife March 2012 - November 2012
MB Financial Bank January 2010 - February 2012
VERITRUST FINANCIAL January 2009 - January 2010
Waddell & Reed November 2005 - December 2008
CHICAGO MERCANTILE EXCHANGE January 1984 - October 2005
Drexel Burnham Lambert January 1982 - December 1985
Skills
NASD Series 7 and 66..., Division of Insurance,..., Chartered Retirement..., Banking, Sales Management, Licensing, Investments, Financial Analysis, Risk Management, Trading, Insurance, Health Insurance, Retirement, Account Management, Negotiation, Marketing, Financial Services, Strategic Financial..., New Business Development, Commodity, Wealth Management, Securities, Portfolio Management, Series 7, Finance, Management, Financial Planning
Education
Northern Illinois University
Bachelor of Science, Marketing
Kennedy
VALIC April 2014 - Present
QU Trading & Insurance December 2012 - March 2014
MetLife March 2012 - November 2012
MB Financial Bank January 2010 - February 2012
VERITRUST FINANCIAL January 2009 - January 2010
Waddell & Reed November 2005 - December 2008
CHICAGO MERCANTILE EXCHANGE January 1984 - October 2005
Drexel Burnham Lambert January 1982 - December 1985
Skills
NASD Series 7 and 66..., Division of Insurance,..., Chartered Retirement..., Banking, Sales Management, Licensing, Investments, Financial Analysis, Risk Management, Trading, Insurance, Health Insurance, Retirement, Account Management, Negotiation, Marketing, Financial Services, Strategic Financial..., New Business Development, Commodity, Wealth Management, Securities, Portfolio Management, Series 7, Finance, Management, Financial Planning
Education
Northern Illinois University
Bachelor of Science, Marketing
Kennedy
Ashley Deckard's VALIC Experience February 2000 - May 2001
Job Director of Creative Services at SRG Technology
Industry E-Learning
Experience
SRG Technology May 2009 - Present
Georgia Department of Education May 2005 - May 2009
Smith Bits February 2003 - May 2005
EGL May 2001 - February 2003
VALIC February 2000 - May 2001
VALIC May 1997 - February 2000
Skills
Research, HTML, Microsoft Office, English, PowerPoint, Photoshop, Microsoft Word, Windows, Microsoft Excel, Customer Service, Editing, Outlook, E-Learning, Graphic Design, Web Design, Creative Direction, User Experience, User Interface Design, Adobe Creative Suite, Email Marketing, Content Development, Copywriting, Art Direction, Marketing Communications, Interaction Design, Dreamweaver, Logo Design, Brand Development, CSS, Web Development, Graphics, WordPress, Information Architecture, Adobe Acrobat, Illustrator, InDesign
Education
University of Houston 1993 — 1997
Psychology, Psychology
Louisiana State University in Shreveport 1983 — 1990
Bachelor of Arts (B.A.), Fine Art and Visual Communications
First Baptist
SRG Technology May 2009 - Present
Georgia Department of Education May 2005 - May 2009
Smith Bits February 2003 - May 2005
EGL May 2001 - February 2003
VALIC February 2000 - May 2001
VALIC May 1997 - February 2000
Skills
Research, HTML, Microsoft Office, English, PowerPoint, Photoshop, Microsoft Word, Windows, Microsoft Excel, Customer Service, Editing, Outlook, E-Learning, Graphic Design, Web Design, Creative Direction, User Experience, User Interface Design, Adobe Creative Suite, Email Marketing, Content Development, Copywriting, Art Direction, Marketing Communications, Interaction Design, Dreamweaver, Logo Design, Brand Development, CSS, Web Development, Graphics, WordPress, Information Architecture, Adobe Acrobat, Illustrator, InDesign
Education
University of Houston 1993 — 1997
Psychology, Psychology
Louisiana State University in Shreveport 1983 — 1990
Bachelor of Arts (B.A.), Fine Art and Visual Communications
First Baptist
Jerry Toigo Jerry Toigo's VALIC Experience September 2010 - July 2012
Job Relationship Banker at Chase
Industry Banking
Experience
Chase Bank March 2015 - Present
COUNTRY ® Financial July 2012 - September 2014
VALIC September 2010 - July 2012
Genworth Financial May 2006 - February 2010
Genworth Financial January 2004 - May 2006
Hochman & Baker Securities October 2000 - January 2004
Prudential Securities August 1996 - October 2000
IDS Financial Services January 1993 - July 1996
Skills
Retirement, Retirement Planning, Financial Services, Series 7, Investments, Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Employee Benefits, Term Life Insurance, Retirement Income..., Property & Casualty..., Educational Funding, Insurance Planning, Commercial Insurance, Small Business Insurance, Umbrella Insurance, Budget Management, Health Insurance, Medicare, Finance, Wealth Management, Series 63, Financial Planning, Management
Education
Northwestern University
Bachelor's Degree, Political Science and History
Chase Bank March 2015 - Present
COUNTRY ® Financial July 2012 - September 2014
VALIC September 2010 - July 2012
Genworth Financial May 2006 - February 2010
Genworth Financial January 2004 - May 2006
Hochman & Baker Securities October 2000 - January 2004
Prudential Securities August 1996 - October 2000
IDS Financial Services January 1993 - July 1996
Skills
Retirement, Retirement Planning, Financial Services, Series 7, Investments, Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Employee Benefits, Term Life Insurance, Retirement Income..., Property & Casualty..., Educational Funding, Insurance Planning, Commercial Insurance, Small Business Insurance, Umbrella Insurance, Budget Management, Health Insurance, Medicare, Finance, Wealth Management, Series 63, Financial Planning, Management
Education
Northwestern University
Bachelor's Degree, Political Science and History
Tim Hewitt Tim Hewitt's VALIC Experience September 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC September 2014 - Present
Guardian Life May 2014 - September 2014
Edward Jones January 2014 - May 2014
Verizon Wireless May 1998 - December 2013
Skills
403b, 401k Rollovers, 457 Plans, 401k, Financial Planning, Life Insurance, College Funds, Stock Market, Public Speaking, Coaching, Sales, Selling, Training, Management, Leadership, Team Building, Strategic Planning
Education
Longwood University 1994 — 1998
Bachelor's degree, History, 3.1
Troy University
Master's degree, Management, 3.5
VALIC September 2014 - Present
Guardian Life May 2014 - September 2014
Edward Jones January 2014 - May 2014
Verizon Wireless May 1998 - December 2013
Skills
403b, 401k Rollovers, 457 Plans, 401k, Financial Planning, Life Insurance, College Funds, Stock Market, Public Speaking, Coaching, Sales, Selling, Training, Management, Leadership, Team Building, Strategic Planning
Education
Longwood University 1994 — 1998
Bachelor's degree, History, 3.1
Troy University
Master's degree, Management, 3.5
Keisha Eaglin, MBA Keisha Eaglin, MBA's VALIC Experience August 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
VALIC August 2010 - Present
Skills
Financial Advisory, Retirement Planning, Mutual Funds, Fixed Annuities, Asset Allocation, Investments, IRAs, Securities, Life Insurance, Uniform Combined State..., Series 63
Education
LeTourneau University
Master of Business Administration (M.B.A.)
University of Houston
Bachelor's degree, Communications
VALIC August 2010 - Present
Skills
Financial Advisory, Retirement Planning, Mutual Funds, Fixed Annuities, Asset Allocation, Investments, IRAs, Securities, Life Insurance, Uniform Combined State..., Series 63
Education
LeTourneau University
Master of Business Administration (M.B.A.)
University of Houston
Bachelor's degree, Communications
Jimmy Gauld Jimmy Gauld's VALIC Experience January 2008 - Present
Job Vice President at VALIC
Industry Financial Services
Experience
VALIC January 2008 - Present
VALIC 2008 - Present
VALIC March 1997 - January 2008
VALIC March 1995 - February 1997
Skills
403b, 401k, 457 Plans, 401a, Defined Contribution..., Executive Deferred..., ERISA, Mutual Funds, Series 7, Series 63, Defined Contribution, Retirement Planning, Retirement, Investments, Retirement Plan..., Building Strong..., 403 b, Investment Advisory
Education
University of Alabama at Birmingham 1982 — 1988
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Marion Military Institute 1980 — 1982
VALIC January 2008 - Present
VALIC 2008 - Present
VALIC March 1997 - January 2008
VALIC March 1995 - February 1997
Skills
403b, 401k, 457 Plans, 401a, Defined Contribution..., Executive Deferred..., ERISA, Mutual Funds, Series 7, Series 63, Defined Contribution, Retirement Planning, Retirement, Investments, Retirement Plan..., Building Strong..., 403 b, Investment Advisory
Education
University of Alabama at Birmingham 1982 — 1988
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Marion Military Institute 1980 — 1982
Jo Muse, ERMp, LSSGB Jo Muse, ERMp, LSSGB's VALIC Experience April 2001 - June 2005
Job ECM Project Coordinator at Enterprise Products
Industry Information Technology and Services
Experience
Enterprise Products March 2014 - August 2014
Robbins-Gioia, LLC October 2012 - March 2014
Texas Pictures April 2007 - January 2014
Sysco February 2009 - October 2012
Sysco December 2008 - November 2009
Sysco June 2006 - December 2008
AIG VALIC June 2005 - June 2006
VALIC April 2001 - June 2005
VALIC August 2000 - March 2001
VALIC December 1999 - July 2000
Skills
SAP Records Management, Livelink, Perectus, Business Analysis, Business Process, Visio, BMC Remedy, Enterprise Content..., Microsoft Excel, Microsoft Office, Project Management, SAP, Business Intelligence, Process Improvement, SharePoint, Change Management, Software Documentation, Business Process..., Access, Leadership, ERP, Project Planning, Business Objects, Analysis, Microsoft SQL Server, IT Management, IT Strategy, SQL, Records Management, Business Requirements, Management, Training, Strategy, Program Management
Education
LeTourneau University 2000 — 2004
BA, Business Administration
San Jacinto College
Uvalde High
Diploma
Enterprise Products March 2014 - August 2014
Robbins-Gioia, LLC October 2012 - March 2014
Texas Pictures April 2007 - January 2014
Sysco February 2009 - October 2012
Sysco December 2008 - November 2009
Sysco June 2006 - December 2008
AIG VALIC June 2005 - June 2006
VALIC April 2001 - June 2005
VALIC August 2000 - March 2001
VALIC December 1999 - July 2000
Skills
SAP Records Management, Livelink, Perectus, Business Analysis, Business Process, Visio, BMC Remedy, Enterprise Content..., Microsoft Excel, Microsoft Office, Project Management, SAP, Business Intelligence, Process Improvement, SharePoint, Change Management, Software Documentation, Business Process..., Access, Leadership, ERP, Project Planning, Business Objects, Analysis, Microsoft SQL Server, IT Management, IT Strategy, SQL, Records Management, Business Requirements, Management, Training, Strategy, Program Management
Education
LeTourneau University 2000 — 2004
BA, Business Administration
San Jacinto College
Uvalde High
Diploma
Eric Beitchman Eric Beitchman's VALIC Experience 2010 - May 2012
Job Licensed Financial Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC October 2014 - Present
LPL Financial June 2012 - September 2014
VALIC 2010 - May 2012
Marcus & Millichap 2006 - 2008
American Express Financial Advisors 2004 - 2005
self-employed 1998 - 2004
Skills
Strategic Financial..., Retirement Planning, Qualified Retirement..., Traditional IRA, Roth IRA, SEP IRA, 401k Rollovers, 457 Plans, 403 b, 529 Plans, ETFs, Mutual Funds, Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Municipal Bonds, Bonds, Structured Products, Alternative Investments, Unit Investment Trusts, Annuity Sales, Securities, Options Strategies, Key Person Insurance, Term Life Insurance, Whole Life, Fixed Income, Variable Life, Variable Annuities, Universal Life, Indexed Annuities, Fixed Annuities, REIT, Managed Futures, Wrap Accounts, Brokerage, Employee Stock Options
Education
Northwestern University 1992 — 1997
Communications
Allstate Financial Services, LLC October 2014 - Present
LPL Financial June 2012 - September 2014
VALIC 2010 - May 2012
Marcus & Millichap 2006 - 2008
American Express Financial Advisors 2004 - 2005
self-employed 1998 - 2004
Skills
Strategic Financial..., Retirement Planning, Qualified Retirement..., Traditional IRA, Roth IRA, SEP IRA, 401k Rollovers, 457 Plans, 403 b, 529 Plans, ETFs, Mutual Funds, Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Municipal Bonds, Bonds, Structured Products, Alternative Investments, Unit Investment Trusts, Annuity Sales, Securities, Options Strategies, Key Person Insurance, Term Life Insurance, Whole Life, Fixed Income, Variable Life, Variable Annuities, Universal Life, Indexed Annuities, Fixed Annuities, REIT, Managed Futures, Wrap Accounts, Brokerage, Employee Stock Options
Education
Northwestern University 1992 — 1997
Communications
Steven Noce, CEBS, CFP® Steven Noce, CEBS, CFP®'s VALIC Experience December 2014 - Present
Job Financial Advisor at VALIC
Industry Investment Management
Experience
VALIC December 2014 - Present
T. Rowe Price May 2007 - December 2014
Diversified Investment Advisors July 2005 - May 2007
Skills
Asset Allocation, Mutual Funds, Series 7, 401k, Series 63, Pensions, Investments, Series 6, Retirement Planning, Defined Benefit, Fund Of Funds, Roth IRA, Bonds, Earned Certified..., CERTIFIED FINANCIAL...
Education
Pace University-Pleasantville/Briarcliff Campus 1998 — 2000
Bachelors of Business Administration, Finance
VALIC December 2014 - Present
T. Rowe Price May 2007 - December 2014
Diversified Investment Advisors July 2005 - May 2007
Skills
Asset Allocation, Mutual Funds, Series 7, 401k, Series 63, Pensions, Investments, Series 6, Retirement Planning, Defined Benefit, Fund Of Funds, Roth IRA, Bonds, Earned Certified..., CERTIFIED FINANCIAL...
Education
Pace University-Pleasantville/Briarcliff Campus 1998 — 2000
Bachelors of Business Administration, Finance
DAVID STOFFER DAVID STOFFER's VALIC Experience March 2008 - June 2011
Job Investment Advisor Rep
Industry Financial Services
Experience
AXA Advisors March 2012 - July 2012
VALIC March 2008 - June 2011
Chicago Mercatile Exchange October 2003 - April 2005
Deutsche Bank Futures August 2001 - September 2003
Fimat Futures 1990 - 2000
Skills
Series 7, Options, Investment Strategies, Economics, Equities, Bonds, Investments, Securities, Portfolio Management, Asset Managment, Fixed Income, Mutual Funds, Strategic Financial..., Wealth Management, Financial Markets, Life Insurance
Education
Loyola University Chicago 1981 — 1983
Economics
Hinsdale Central 1975 — 1979
1979
AXA Advisors March 2012 - July 2012
VALIC March 2008 - June 2011
Chicago Mercatile Exchange October 2003 - April 2005
Deutsche Bank Futures August 2001 - September 2003
Fimat Futures 1990 - 2000
Skills
Series 7, Options, Investment Strategies, Economics, Equities, Bonds, Investments, Securities, Portfolio Management, Asset Managment, Fixed Income, Mutual Funds, Strategic Financial..., Wealth Management, Financial Markets, Life Insurance
Education
Loyola University Chicago 1981 — 1983
Economics
Hinsdale Central 1975 — 1979
1979
Katherine Van De Water Katherine Van De Water's VALIC Experience May 2013 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC May 2013 - Present
Merrill Lynch April 2011 - Present
Education
Wesleyan College
Master of Business Administration (MBA)
Loyola Marymount University
Bachelor of Arts (B.A.), Political Science and Government
VALIC May 2013 - Present
Merrill Lynch April 2011 - Present
Education
Wesleyan College
Master of Business Administration (MBA)
Loyola Marymount University
Bachelor of Arts (B.A.), Political Science and Government
Stephanie Enfield Stephanie Enfield's VALIC Experience September 2009 - August 2011
Job Credit Specialist at National Checking Company
Industry Hospitality
Experience
National Checking Company June 2013 - Present
Dents Away Inc January 1993 - Present
Trinity School of Ministry UK September 2011 - May 2012
VALIC September 2009 - August 2011
Obermeier & Associates P.A. January 2007 - October 2008
Skills
Accounting, Small Business..., Client Management, Communications, Financial Industry, Microsoft Office, QuickBooks, Bookkeeping for Non..., Microsoft Excel, Financial Services, Management, Time Management, Payroll, Sales, Accounts Payable, Invoicing, CRM, Accounts Receivable, Strategic Financial...
Education
Metropolitan State University 1989 — 2000
BA of Liberal Arts, Accounting and Business, 4.0
National Checking Company June 2013 - Present
Dents Away Inc January 1993 - Present
Trinity School of Ministry UK September 2011 - May 2012
VALIC September 2009 - August 2011
Obermeier & Associates P.A. January 2007 - October 2008
Skills
Accounting, Small Business..., Client Management, Communications, Financial Industry, Microsoft Office, QuickBooks, Bookkeeping for Non..., Microsoft Excel, Financial Services, Management, Time Management, Payroll, Sales, Accounts Payable, Invoicing, CRM, Accounts Receivable, Strategic Financial...
Education
Metropolitan State University 1989 — 2000
BA of Liberal Arts, Accounting and Business, 4.0
Tony Tringali Tony Tringali's VALIC Experience June 2015 - Present
Job Financial Advisor at VALIC Financial Advisors, Inc.
Industry
Experience
VALIC June 2015 - Present
The Prudential Insurance Company of America May 2013 - June 2015
Payent Alliance International 2012 - 2013
National Federation of Independent Business (NFIB) September 2003 - June 2012
MBNA America Bank April 1997 - April 2003
Education
Florda Atlantic University 1999 — 2001
Bachelor's Degree, Accounting
Marquette University 1988 — 1992
Bachelor of Arts (B.A.), History
VALIC June 2015 - Present
The Prudential Insurance Company of America May 2013 - June 2015
Payent Alliance International 2012 - 2013
National Federation of Independent Business (NFIB) September 2003 - June 2012
MBNA America Bank April 1997 - April 2003
Education
Florda Atlantic University 1999 — 2001
Bachelor's Degree, Accounting
Marquette University 1988 — 1992
Bachelor of Arts (B.A.), History
Katy Kaplan Katy Kaplan's VALIC Experience 1992 - 1995
Job Executive Assistant to the CEO of CananRealty @ Century 21 Town & Country
Industry Real Estate
Experience
Canan Realty August 2014 - Present
JPMorgan Chase 2012 - February 2014
Century 21 Town & Country 1995 - 2012
VALIC 1992 - 1995
Skills
Administrative Office..., General Office..., Real Estate Transactions, Real Estate, Retail Banking, Human Resources, Loans, Mortgage Banking, Mortgage Lending, Administration, FHA, Banking, Customer Service
Education
Oakland Community College
Canan Realty August 2014 - Present
JPMorgan Chase 2012 - February 2014
Century 21 Town & Country 1995 - 2012
VALIC 1992 - 1995
Skills
Administrative Office..., General Office..., Real Estate Transactions, Real Estate, Retail Banking, Human Resources, Loans, Mortgage Banking, Mortgage Lending, Administration, FHA, Banking, Customer Service
Education
Oakland Community College
Janice Inoa-Srbovan Janice Inoa-Srbovan's VALIC Experience May 2011 - Present
Job District Office Coordinator at VALIC
Industry Information Services
Experience
VALIC May 2011 - Present
First American Title October 2007 - January 2011
William Morris Agency December 2002 - October 2005
Skills
Outlook, Customer Service, Sales, Marketing, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Administrative..., Lotus Notes, Account Management, Customer Retention, Program Management, Budgets, Negotiation, CRM, Leadership, Management, Team Building, Software Documentation, Marketing Strategy
Education
Miami Dade College 1999 — 2001
AS, Film Production Technology
VALIC May 2011 - Present
First American Title October 2007 - January 2011
William Morris Agency December 2002 - October 2005
Skills
Outlook, Customer Service, Sales, Marketing, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Administrative..., Lotus Notes, Account Management, Customer Retention, Program Management, Budgets, Negotiation, CRM, Leadership, Management, Team Building, Software Documentation, Marketing Strategy
Education
Miami Dade College 1999 — 2001
AS, Film Production Technology
Michael G. Zeiger Michael G. Zeiger's VALIC Experience May 2003 - October 2003
Job Financial Advisor
Industry Financial Services
Experience
Telesis Financial 2013 - 2015
Telesis Financial 2013 - 2015
Infinity Financial Services December 2011 - December 2013
SagePoint Financial October 2003 - December 2011
VALIC May 2003 - October 2003
Skills
Investments, Retirement, Small Business, Customer Relations, Retirement Planning, Analysis, Insurance, Securities, Financial Planning, Credit, Customer Service, Budgeting, Risk, Portfolio Management, Requirements Analysis, Estate Planning, Wealth Management, Asset, Compliance, Retirement Income..., Long Term Care, 401k, Annuities, Series 7, Asset Management, Money, Employee Benefits, Mutual Funds, Fixed Annuities, Strategic Financial..., Investment Strategies, Financial Advisory, Budgets, Term Life Insurance, Financial Analysis, Financial Services, Wealth, Marketing, Financial Risk, Asset Allocation, High Net Worth..., Equities, Life Insurance, Mortgage Lending, Investment Advisory, Finance, Risk Management, Wealth Management..., Long-term Care, Asset Managment
Education
The University of Phoenix 2004 — 2006
B.S., Business Management
Field Medical Service School Camp Pendleton, CA 1996 — 1996
Field Medicine
Naval School of Health Sciences San Diego 1993 — 1993
Hospital Corpsman "A" School
Nassau Community College 1988 — 1990
Liberal Arts
Valley Stream South High School 1984 — 1988
Telesis Financial 2013 - 2015
Telesis Financial 2013 - 2015
Infinity Financial Services December 2011 - December 2013
SagePoint Financial October 2003 - December 2011
VALIC May 2003 - October 2003
Skills
Investments, Retirement, Small Business, Customer Relations, Retirement Planning, Analysis, Insurance, Securities, Financial Planning, Credit, Customer Service, Budgeting, Risk, Portfolio Management, Requirements Analysis, Estate Planning, Wealth Management, Asset, Compliance, Retirement Income..., Long Term Care, 401k, Annuities, Series 7, Asset Management, Money, Employee Benefits, Mutual Funds, Fixed Annuities, Strategic Financial..., Investment Strategies, Financial Advisory, Budgets, Term Life Insurance, Financial Analysis, Financial Services, Wealth, Marketing, Financial Risk, Asset Allocation, High Net Worth..., Equities, Life Insurance, Mortgage Lending, Investment Advisory, Finance, Risk Management, Wealth Management..., Long-term Care, Asset Managment
Education
The University of Phoenix 2004 — 2006
B.S., Business Management
Field Medical Service School Camp Pendleton, CA 1996 — 1996
Field Medicine
Naval School of Health Sciences San Diego 1993 — 1993
Hospital Corpsman "A" School
Nassau Community College 1988 — 1990
Liberal Arts
Valley Stream South High School 1984 — 1988
Van Thornton's VALIC Experience January 2013 - August 2014
Job Financial Representative at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group October 2014 - Present
VALIC January 2013 - August 2014
Transamerica October 2012 - January 2013
Messer Financial Service June 2012 - January 2013
ASUREA September 2011 - September 2012
Weiser Security Services, Inc. March 2011 - May 2012
Genesee & Wyoming Inc. October 1994 - October 2006
US Army April 1989 - April 1992
Skills
Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Financial Planners, Strategic Financial..., Employee Benefits, Individual Health..., Health Insurance, Management, Indexed Annuities, Variable Annuities, Variable Life, Mutual Funds, Medicare, Long-term Care, Customer Service, Building Relationships, Sales, Universal Life, Long Term Care Insurance, IRAs, Wealth Management..., Financial Advisory, Portfolio Management, Series 6
Education
Southern University 2008 — 2011
Master of Public Administration (MPA), Public Policy Analysis
Louisiana State University 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Western & Southern Financial Group October 2014 - Present
VALIC January 2013 - August 2014
Transamerica October 2012 - January 2013
Messer Financial Service June 2012 - January 2013
ASUREA September 2011 - September 2012
Weiser Security Services, Inc. March 2011 - May 2012
Genesee & Wyoming Inc. October 1994 - October 2006
US Army April 1989 - April 1992
Skills
Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Financial Planners, Strategic Financial..., Employee Benefits, Individual Health..., Health Insurance, Management, Indexed Annuities, Variable Annuities, Variable Life, Mutual Funds, Medicare, Long-term Care, Customer Service, Building Relationships, Sales, Universal Life, Long Term Care Insurance, IRAs, Wealth Management..., Financial Advisory, Portfolio Management, Series 6
Education
Southern University 2008 — 2011
Master of Public Administration (MPA), Public Policy Analysis
Louisiana State University 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
John McPheron John McPheron's VALIC Experience May 2004 - Present
Job Financial Planning Advisor
Industry Financial Services
Experience
VALIC May 2004 - Present
VALIC May 2004 - December 2011
Charles Schwab May 1991 - June 2004
JMCP Consulting September 1990 - May 1991
Brauvin Securities October 1989 - September 1990
Cameron Murphy & Spangler April 1984 - October 1989
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Retirement, Financial Planning, Annuity, Annuities, Investments, Insurance, Sales Management, Coaching, Public Speaking, Securities, IRA's, 401k, Insurance Planning, Long Term Care, Financial Advisory, Asset Allocation, Term Life Insurance, Investment Products, Retirement Income..., Investment Strategies, Defined Benefit, Consultative Selling
Education
National Louis University 1971 — 1977
BA, M.Ed, Education
VALIC May 2004 - Present
VALIC May 2004 - December 2011
Charles Schwab May 1991 - June 2004
JMCP Consulting September 1990 - May 1991
Brauvin Securities October 1989 - September 1990
Cameron Murphy & Spangler April 1984 - October 1989
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Retirement, Financial Planning, Annuity, Annuities, Investments, Insurance, Sales Management, Coaching, Public Speaking, Securities, IRA's, 401k, Insurance Planning, Long Term Care, Financial Advisory, Asset Allocation, Term Life Insurance, Investment Products, Retirement Income..., Investment Strategies, Defined Benefit, Consultative Selling
Education
National Louis University 1971 — 1977
BA, M.Ed, Education
Jose Borro Jose Borro's VALIC Experience March 2012 - December 2014
Job Assistant Vice PresidentFinancial Solutions Advisor BofA/Merrill Edge
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2015 - Present
VALIC March 2012 - December 2014
Borro Tax Associates, Inc. January 2011 - February 2012
Borro Tax Associates, Inc. December 2006 - December 2010
Skills
Financial Planners, Strategic Financial..., Retirement Planning, Mutual Funds, 401k, High Net Worth..., Retirement, Financial Advisory, Investments, Financial Analysis, Bonds, Investment Management, Securities, Asset Allocation, Tax, Series 7, Investment Advisory, Investment Strategies, IRAs, Uniform Combined State..., Wealth Accumulation, Wealth Management, Wealth, Fixed Annuities, 401k Rollovers, Alternative Investments, Pensions, Wealth Management..., ETFs, Asset Management, 529 Plans, Portfolio Management, FINRA, College Savings Plans, Life Insurance, Roth IRA, Variable Annuities, Long Term Care Insurance, Saving for Education, Equities, Disability Insurance, Personal Financial..., Income Protection, Term Life Insurance, Options, Stocks
Education
Palm Beach State College 2010 — 2012
Associate of Arts (A.A.), Accounting
Seagate Christian Schools
Bank of America Merrill Lynch February 2015 - Present
VALIC March 2012 - December 2014
Borro Tax Associates, Inc. January 2011 - February 2012
Borro Tax Associates, Inc. December 2006 - December 2010
Skills
Financial Planners, Strategic Financial..., Retirement Planning, Mutual Funds, 401k, High Net Worth..., Retirement, Financial Advisory, Investments, Financial Analysis, Bonds, Investment Management, Securities, Asset Allocation, Tax, Series 7, Investment Advisory, Investment Strategies, IRAs, Uniform Combined State..., Wealth Accumulation, Wealth Management, Wealth, Fixed Annuities, 401k Rollovers, Alternative Investments, Pensions, Wealth Management..., ETFs, Asset Management, 529 Plans, Portfolio Management, FINRA, College Savings Plans, Life Insurance, Roth IRA, Variable Annuities, Long Term Care Insurance, Saving for Education, Equities, Disability Insurance, Personal Financial..., Income Protection, Term Life Insurance, Options, Stocks
Education
Palm Beach State College 2010 — 2012
Associate of Arts (A.A.), Accounting
Seagate Christian Schools
Holland McEachern Holland McEachern's VALIC Experience August 1995 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 1995 - Present
Sysco Frost-Pack September 1984 - May 1995
Skills
Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Investment Advisory, Fixed Annuities, Investments, Asset Allocation, Series 63, Financial Advisory, Uniform Combined State..., Investment Strategies, Estate Planning, IRAs, Securities, 401k, Portfolio Management, Asset Management, Life Insurance
Education
Northern Michigan University 1972 — 1975
Bachelor's degree, Geography - Planning
VALIC August 1995 - Present
Sysco Frost-Pack September 1984 - May 1995
Skills
Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Investment Advisory, Fixed Annuities, Investments, Asset Allocation, Series 63, Financial Advisory, Uniform Combined State..., Investment Strategies, Estate Planning, IRAs, Securities, 401k, Portfolio Management, Asset Management, Life Insurance
Education
Northern Michigan University 1972 — 1975
Bachelor's degree, Geography - Planning
Paul Storm, RICP Paul Storm, RICP's VALIC Experience January 2012 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2012 - Present
River Valley Bank September 2009 - December 2011
Rod Lizak State Farm Agency March 2009 - February 2010
Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Personal Financial..., Long Term Care Insurance, Life Insurance, Investments, Asset Allocation, Retirement Planning, Insurance, Financial Planning, Loans, Series 7
Education
Northern Michigan University 2005 — 2009
Bachelor's, Finance
VALIC January 2012 - Present
River Valley Bank September 2009 - December 2011
Rod Lizak State Farm Agency March 2009 - February 2010
Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Personal Financial..., Long Term Care Insurance, Life Insurance, Investments, Asset Allocation, Retirement Planning, Insurance, Financial Planning, Loans, Series 7
Education
Northern Michigan University 2005 — 2009
Bachelor's, Finance
Kevin Gertz Kevin Gertz's VALIC Experience OwnerThe UPS Store 5003October 2004 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC OwnerThe UPS Store 5003October 2004 - Present
National Hockey League September 1997 - Present
Ethylene Corporation May 1990 - December 1999
Skills
Business Planning, Coaching
Education
Muhlenberg College
BS, Business Administration
VALIC OwnerThe UPS Store 5003October 2004 - Present
National Hockey League September 1997 - Present
Ethylene Corporation May 1990 - December 1999
Skills
Business Planning, Coaching
Education
Muhlenberg College
BS, Business Administration
Jakob Aronsson's VALIC Experience January 2013 - May 2013
Job Teamleader på Helloy
Industry Marketing and Advertising
Experience
Helloy April 2015 - Present
Helloy January 2015 - Present
Helloy Nordic AB April 2014 - December 2014
Septon Electronics May 2010 - August 2013
VALIC January 2013 - May 2013
Skills
Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Customer Service, Event Planning, Social Networking, Sales, Management, Negotiation, Finance, Marketing, Marketing Strategy
Education
North Park University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business/Marketing, 3.89 / 4.0
Helloy April 2015 - Present
Helloy January 2015 - Present
Helloy Nordic AB April 2014 - December 2014
Septon Electronics May 2010 - August 2013
VALIC January 2013 - May 2013
Skills
Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Customer Service, Event Planning, Social Networking, Sales, Management, Negotiation, Finance, Marketing, Marketing Strategy
Education
North Park University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business/Marketing, 3.89 / 4.0
Tony Agentowicz's VALIC Experience 2000 - 2006
Job Director New Business Acquisition Defined Contribution Retirement Plans
Industry Financial Services
Experience
MetLife July 2012 - Present
MetLife Resources September 2006 - July 2012
VALIC 2000 - 2006
Skills
Fixed Annuities, Insurance, Retirement Planning, 401k, Series 7, Employee Benefits, Pensions, Retirement, Relationship Management, Financial Services, Series 6, Mutual Funds, Investments, Strategic Financial..., IRAs, Life Insurance, Series 63
Education
Penn State University 1981 — 1985
Bachelor's Degree, Quantitative Business Analysis
MetLife July 2012 - Present
MetLife Resources September 2006 - July 2012
VALIC 2000 - 2006
Skills
Fixed Annuities, Insurance, Retirement Planning, 401k, Series 7, Employee Benefits, Pensions, Retirement, Relationship Management, Financial Services, Series 6, Mutual Funds, Investments, Strategic Financial..., IRAs, Life Insurance, Series 63
Education
Penn State University 1981 — 1985
Bachelor's Degree, Quantitative Business Analysis
Rebecca Tackett Rebecca Tackett's VALIC Experience 2007 - 2008
Job Senior Territory Manager at Smith and Nephew
Industry Pharmaceuticals
Experience
Smith and Nephew October 2013 - Present
Eli Lilly and Company October 2008 - October 2013
VALIC 2007 - 2008
Barber & Mann, Inc 2005 - 2007
Education
Mississippi State University 1995 — 1999
Bachelor of Business Administration (B.B.A.) & Bachelor of Arts, International Business
Smith and Nephew October 2013 - Present
Eli Lilly and Company October 2008 - October 2013
VALIC 2007 - 2008
Barber & Mann, Inc 2005 - 2007
Education
Mississippi State University 1995 — 1999
Bachelor of Business Administration (B.B.A.) & Bachelor of Arts, International Business
Trish Bujarski Trish Bujarski's VALIC Experience June 1995 - May 2005
Job
Industry Financial Services
Experience
Stadium People July 2012 - Present
Extend Health a Towers Watson Division June 2013 - December 2013
Dillards April 2013 - August 2013
prestonwood rotary 2000 - 2013
New England Financial, a MetLife Company August 2011 - August 2012
TIAA-CREF July 2007 - 2011
Chase May 2005 - August 2007
VALIC June 1995 - May 2005
Skills
Retirement Planning, Investments, Securities, FINRA, Retirement, Fixed Annuities, 401k, Insurance, Banking, Financial Services, Customer Service, Sales, Finance, Employee Benefits, Life Insurance
Education
Northern Illinois University 1983 — 1987
BFA, Design
Macomb Sr High
diploma
Stadium People July 2012 - Present
Extend Health a Towers Watson Division June 2013 - December 2013
Dillards April 2013 - August 2013
prestonwood rotary 2000 - 2013
New England Financial, a MetLife Company August 2011 - August 2012
TIAA-CREF July 2007 - 2011
Chase May 2005 - August 2007
VALIC June 1995 - May 2005
Skills
Retirement Planning, Investments, Securities, FINRA, Retirement, Fixed Annuities, 401k, Insurance, Banking, Financial Services, Customer Service, Sales, Finance, Employee Benefits, Life Insurance
Education
Northern Illinois University 1983 — 1987
BFA, Design
Macomb Sr High
diploma
William Gallegos's VALIC Experience April 2012 - Present
Job Financial Advisor VALIC
Industry Financial Services
Experience
VALIC April 2012 - Present
Stratford Fidelity February 2011 - April 2012
Clark Consulting September 2008 - January 2011
Oak Tree Mortgage Corp. April 2003 - September 2008
Clark Consulting January 1992 - March 2003
Skills
Direct Sales, Employee Benefits, Consulting, Mortgage Lending, Coaching, Process Improvement, Benefits Administration
Education
Louisiana Tech University 1983 — 1985
MBA, Business Administration
Louisiana State University 1978 — 1983
BS, Business Administration
VALIC April 2012 - Present
Stratford Fidelity February 2011 - April 2012
Clark Consulting September 2008 - January 2011
Oak Tree Mortgage Corp. April 2003 - September 2008
Clark Consulting January 1992 - March 2003
Skills
Direct Sales, Employee Benefits, Consulting, Mortgage Lending, Coaching, Process Improvement, Benefits Administration
Education
Louisiana Tech University 1983 — 1985
MBA, Business Administration
Louisiana State University 1978 — 1983
BS, Business Administration
Brent Bowman Brent Bowman's VALIC Experience July 1994 - January 2010
Job Certified Financial Planner at Bowman Financial Solutions
Industry Financial Services
Experience
Bowman Financial Solutions January 2010 - Present
VALIC July 1994 - January 2010
VALIC July 1994 - January 2010
Skills
Strategic Financial..., Finance, Retirement Planning, Series 7, Retirement, Wealth Management, Investment Advisory, Mutual Funds, Investments, Series 63, Financial Advisory, Fixed Annuities
Education
North Carolina State University 1980 — 1984
BA
Bowman Financial Solutions January 2010 - Present
VALIC July 1994 - January 2010
VALIC July 1994 - January 2010
Skills
Strategic Financial..., Finance, Retirement Planning, Series 7, Retirement, Wealth Management, Investment Advisory, Mutual Funds, Investments, Series 63, Financial Advisory, Fixed Annuities
Education
North Carolina State University 1980 — 1984
BA
Daniel Abraham's VALIC Experience May 2010 - Present
Job Financial Advisor VALIC
Industry Financial Services
Experience
VALIC May 2010 - Present
JPMorgan Chase April 2005 - May 2010
Education
Louisiana State University and Agricultural and Mechanical College 1998 — 2002
brother martin
VALIC May 2010 - Present
JPMorgan Chase April 2005 - May 2010
Education
Louisiana State University and Agricultural and Mechanical College 1998 — 2002
brother martin
S. Joseph Grass S. Joseph Grass's VALIC Experience April 2011 - March 2012
Job Area Credit Manager at DistributionNOW
Industry Oil & Energy
Experience
DistributionNOW January 2015 - Present
Sysco April 2012 - May 2014
VALIC April 2011 - March 2012
Comcast Communications July 2006 - February 2010
DHL January 2006 - April 2006
IKON Office Solutions February 2004 - January 2006
Chubb Insurance Co October 2001 - January 2004
Compaq Computer Corp March 1999 - August 2001
Skills
Leadership, SAP, Management, Process Improvement, Analysis, Strategic Planning, Financial Analysis, Accounts Receivable, Vendor Management, Invoicing, Customer Service, Sales, Risk Management, Call Center, Six Sigma, Training, Employee Benefits
Education
LeTourneau University
Business Management
DistributionNOW January 2015 - Present
Sysco April 2012 - May 2014
VALIC April 2011 - March 2012
Comcast Communications July 2006 - February 2010
DHL January 2006 - April 2006
IKON Office Solutions February 2004 - January 2006
Chubb Insurance Co October 2001 - January 2004
Compaq Computer Corp March 1999 - August 2001
Skills
Leadership, SAP, Management, Process Improvement, Analysis, Strategic Planning, Financial Analysis, Accounts Receivable, Vendor Management, Invoicing, Customer Service, Sales, Risk Management, Call Center, Six Sigma, Training, Employee Benefits
Education
LeTourneau University
Business Management
Douglas Horst Douglas Horst's VALIC Experience 2000 - 2002
Job Versatile Sales Executive | Leverage Operations Management Background | Dynamic Coach to Develop People
Industry Banking
Experience
Bank of America 2014 - Present
Macy's 2009 - 2014
Macy's 2008 - 2009
Macy's 2007 - 2008
Hecht's 2005 - 2006
Hecht's 2002 - 2005
VALIC 2000 - 2002
Gandalf Trust 1996 - 1997
Macy's - Springfield VA 1994 - 1996
Macy's 1993 - 1994
Skills
Merchandising, Inventory Management, Assortment, Store Management, Leadership, Training, Management, Profit, Retail, Team Building, Sales, Strategy, Visual Merchandising, Cross-functional Team..., Loss Prevention
Education
Messiah College 1985 — 1989
BA, History
Bank of America 2014 - Present
Macy's 2009 - 2014
Macy's 2008 - 2009
Macy's 2007 - 2008
Hecht's 2005 - 2006
Hecht's 2002 - 2005
VALIC 2000 - 2002
Gandalf Trust 1996 - 1997
Macy's - Springfield VA 1994 - 1996
Macy's 1993 - 1994
Skills
Merchandising, Inventory Management, Assortment, Store Management, Leadership, Training, Management, Profit, Retail, Team Building, Sales, Strategy, Visual Merchandising, Cross-functional Team..., Loss Prevention
Education
Messiah College 1985 — 1989
BA, History
Scott Murray, MBA Scott Murray, MBA's VALIC Experience January 2003 - August 2009
Job President at Black Stone Financial, Inc.
Industry Investment Management
Experience
Black Stone Financial, Inc. September 2009 - Present
VALIC January 2003 - August 2009
Self Employed June 2001 - January 2003
Nortel Networks August 2000 - March 2001
Touch America October 1999 - August 2000
Montana Power Company June 1991 - October 1999
Education
Webster University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Montana Tech of the University of Montana 1986 — 1991
Bachelor of Science (B.S.), Applied Computer Science
Black Stone Financial, Inc. September 2009 - Present
VALIC January 2003 - August 2009
Self Employed June 2001 - January 2003
Nortel Networks August 2000 - March 2001
Touch America October 1999 - August 2000
Montana Power Company June 1991 - October 1999
Education
Webster University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Montana Tech of the University of Montana 1986 — 1991
Bachelor of Science (B.S.), Applied Computer Science
Sheena H.'s VALIC Experience February 2013 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2013 - Present
Howard Community College August 2010 - January 2013
ING Financial Partners January 2012 - December 2012
Cintas June 2010 - December 2011
MBC Precision Imaging December 2008 - October 2009
Reznick Group October 2007 - August 2008
Mitchell & Titus, LLP June 2006 - October 2007
Education
Morgan State University 2008 — 2009
Master, Business Administration
North Carolina Central University 2002 — 2006
Bachelor, Business Administration; Accounting
VALIC February 2013 - Present
Howard Community College August 2010 - January 2013
ING Financial Partners January 2012 - December 2012
Cintas June 2010 - December 2011
MBC Precision Imaging December 2008 - October 2009
Reznick Group October 2007 - August 2008
Mitchell & Titus, LLP June 2006 - October 2007
Education
Morgan State University 2008 — 2009
Master, Business Administration
North Carolina Central University 2002 — 2006
Bachelor, Business Administration; Accounting
Rebecca Karner Rebecca Karner's VALIC Experience August 2007 - October 2008
Job Vice President, Relationship Management at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust March 2012 - Present
Milliman January 2009 - November 2011
VALIC August 2007 - October 2008
Ameriprise Financial August 2005 - August 2007
Ameriprise Financial September 2000 - August 2005
Gray Communications, Inc August 1998 - September 2000
Medill News Service June 1997 - July 1998
Skills
Account Management, Business Strategy, Marketing Strategy, New Business Development, Business Relationship..., Project Management, Leadership, Management, Selling, Strategic Planning, Strategy, Sales, CRM, Financial Services, Relationship Management
Education
Northwestern University 1997 — 1998
MASTER OF SCIENCE, Journalism
Minnesota State University, Mankato 1992 — 1995
BS, Mass Communications
Rockford High School 1987 — 1991
University of Saint Thomas
Business Administration, Masters Certificate, Business Administration
University of Saint Thomas
Marketing Management, Masters Certificate, Marketing
Wells Fargo Institutional Retirement and Trust March 2012 - Present
Milliman January 2009 - November 2011
VALIC August 2007 - October 2008
Ameriprise Financial August 2005 - August 2007
Ameriprise Financial September 2000 - August 2005
Gray Communications, Inc August 1998 - September 2000
Medill News Service June 1997 - July 1998
Skills
Account Management, Business Strategy, Marketing Strategy, New Business Development, Business Relationship..., Project Management, Leadership, Management, Selling, Strategic Planning, Strategy, Sales, CRM, Financial Services, Relationship Management
Education
Northwestern University 1997 — 1998
MASTER OF SCIENCE, Journalism
Minnesota State University, Mankato 1992 — 1995
BS, Mass Communications
Rockford High School 1987 — 1991
University of Saint Thomas
Business Administration, Masters Certificate, Business Administration
University of Saint Thomas
Marketing Management, Masters Certificate, Marketing
Diane Nayhouse Diane Nayhouse's VALIC Experience October 1999 - July 2008
Job Vocational Rehabilitation Consultant at Liberty Mutual Insurance
Industry Insurance
Experience
Cascade Disability Management July 2008 - Present
Liberty Mutual Insurance - Liberty Mutual Vocational Rehabilitation July 2008 - Present
VALIC October 1999 - July 2008
CIGNA Group Insurance January 1991 - November 1998
Skills
Disability Management, Workers Compensation, Resume Writing, Insurance, Disability Insurance, Vocational..., Job Search, Case Managment, Job Coaching, Coaching, Job Search Strategies, Public Speaking, Program Development, Employee Benefits, Disabilities, Training, Career Counseling, Career Development, Vocation, Social Security..., Interview Preparation, Job Analysis, Career Assessment, Conflict Resolution, Social Services, Medical Case Management, Vocational Education, Transferable Skills, Return to Work, Case Management
Education
University of Arizona 1977 — 1979
MS, Vocational Rehabilitation and Vocation Evaluation
Northern Illinois University 1971 — 1975
BA, Sociology
Northern Illinois University 1971 — 1975
BA, Sociology
Homewood-Flossmoor High School 1969 — 1971
Diploma, general
Bowen High School 1968 — 1969
High School Diploma, college prep
Cascade Disability Management July 2008 - Present
Liberty Mutual Insurance - Liberty Mutual Vocational Rehabilitation July 2008 - Present
VALIC October 1999 - July 2008
CIGNA Group Insurance January 1991 - November 1998
Skills
Disability Management, Workers Compensation, Resume Writing, Insurance, Disability Insurance, Vocational..., Job Search, Case Managment, Job Coaching, Coaching, Job Search Strategies, Public Speaking, Program Development, Employee Benefits, Disabilities, Training, Career Counseling, Career Development, Vocation, Social Security..., Interview Preparation, Job Analysis, Career Assessment, Conflict Resolution, Social Services, Medical Case Management, Vocational Education, Transferable Skills, Return to Work, Case Management
Education
University of Arizona 1977 — 1979
MS, Vocational Rehabilitation and Vocation Evaluation
Northern Illinois University 1971 — 1975
BA, Sociology
Northern Illinois University 1971 — 1975
BA, Sociology
Homewood-Flossmoor High School 1969 — 1971
Diploma, general
Bowen High School 1968 — 1969
High School Diploma, college prep
Dru J. Schneeberger's VALIC Experience August 2014 - Present
Job Financial Advisor @ VALIC Financial Advisors
Industry Financial Services
Experience
VALIC August 2014 - Present
FP Mailing Solutions July 2014 - August 2014
SagePoint Financial August 2013 - January 2014
Williams Financial Group October 2011 - August 2013
Securities America, Inc. Member FINRA/SIPC November 2010 - October 2011
Northwestern Mutual Financial Network March 2009 - November 2010
United Stationers January 2007 - March 2009
Schering-Plough Pharmaceuticals May 2004 - March 2006
Skills
Golf Instruction, Apologetics, Piloting, Time Management, Customer Service, Team Building, New Business Development, Sales, Insurance, Marketing, Investments, Strategic Planning, Public Speaking, Direct Sales, Account Management, Fundraising, Budgets, Microsoft Excel, Business Planning, Microsoft Office, Sales Management, Retirement Planning, Small Business
Education
Michigan State University 1996 — 2000
Eli Broad School of Business, Marketing and Management
VALIC August 2014 - Present
FP Mailing Solutions July 2014 - August 2014
SagePoint Financial August 2013 - January 2014
Williams Financial Group October 2011 - August 2013
Securities America, Inc. Member FINRA/SIPC November 2010 - October 2011
Northwestern Mutual Financial Network March 2009 - November 2010
United Stationers January 2007 - March 2009
Schering-Plough Pharmaceuticals May 2004 - March 2006
Skills
Golf Instruction, Apologetics, Piloting, Time Management, Customer Service, Team Building, New Business Development, Sales, Insurance, Marketing, Investments, Strategic Planning, Public Speaking, Direct Sales, Account Management, Fundraising, Budgets, Microsoft Excel, Business Planning, Microsoft Office, Sales Management, Retirement Planning, Small Business
Education
Michigan State University 1996 — 2000
Eli Broad School of Business, Marketing and Management
Cynthia G. Rios Cynthia G. Rios's VALIC Experience March 2006 - October 2011
Job Senior Vice President Human Resources at LPL Financial
Industry Human Resources
Experience
LPL Financial July 2013 - Present
The Ohio State University November 2011 - March 2013
VALIC March 2006 - October 2011
SunAmerica 2004 - 2006
Amgen February 2000 - March 2004
Smithkline Beecham / Express Scripts 1995 - 2000
County Seat Stores 1994 - 1995
Hyatt Hotels 1989 - 1994
Skills
Deferred Compensation, Talent Management, Talent Acquisition, Succession Planning, Workforce Planning, Employee Relations, Onboarding, Applicant Tracking..., Employee Benefits, Leadership Development, Performance Management, Employee Engagement, Recruiting, HRIS, Executive Coaching, Hiring, Benefits Administration, Management, Human Resources, Strategic Planning, College Recruiting, Training, Leadership, Organizational Design, Strategic HR, Performance Appraisal, HR Policies, PeopleSoft, Labor Relations, Coaching, Personnel Management, Organizational..., Change Management, New Hire Orientations, Policy, Mergers & Acquisitions, Organizational..., HR Consulting, Employment Law, Interviews
Education
Miami University 1987 — 1989
Masters of Science, Communication
South Dakota State University 1983 — 1987
Bachelors of Arts, Journalism
LPL Financial July 2013 - Present
The Ohio State University November 2011 - March 2013
VALIC March 2006 - October 2011
SunAmerica 2004 - 2006
Amgen February 2000 - March 2004
Smithkline Beecham / Express Scripts 1995 - 2000
County Seat Stores 1994 - 1995
Hyatt Hotels 1989 - 1994
Skills
Deferred Compensation, Talent Management, Talent Acquisition, Succession Planning, Workforce Planning, Employee Relations, Onboarding, Applicant Tracking..., Employee Benefits, Leadership Development, Performance Management, Employee Engagement, Recruiting, HRIS, Executive Coaching, Hiring, Benefits Administration, Management, Human Resources, Strategic Planning, College Recruiting, Training, Leadership, Organizational Design, Strategic HR, Performance Appraisal, HR Policies, PeopleSoft, Labor Relations, Coaching, Personnel Management, Organizational..., Change Management, New Hire Orientations, Policy, Mergers & Acquisitions, Organizational..., HR Consulting, Employment Law, Interviews
Education
Miami University 1987 — 1989
Masters of Science, Communication
South Dakota State University 1983 — 1987
Bachelors of Arts, Journalism
Cheryl Canzanella, LUTCF Cheryl Canzanella, LUTCF's VALIC Experience February 2005 - March 2007
Job Brokerage Director: Your source for MassMutual Life, LTC, Disability & Fixed Annuities
Industry Financial Services
Experience
MassMutual-Financial Design Associates April 2012 - Present
NAIFA Jacksonville 2010 - Present
WIFS Northeast Florida August 2011 - Present
NAIFA-Florida 2013 - Present
New England Financial March 2010 - March 2012
Prime Capital Services October 2008 - September 2009
Mutual Service Corporation March 2007 - June 2008
VALIC February 2005 - March 2007
Merrill Lynch 1999 - 2005
Skills
Fixed Annuities, Retirement, Insurance, Life Insurance, Disability Insurance, Mutual Funds, Long-term Care, 401k, Retirement Planning, Universal Life, Term Life Insurance, Financial Services, Brokers, Uniform Combined State..., 401k Rollovers, Long Term Care Insurance, Securities, Health Insurance, Small Business, Leadership, Series 7, Sales, Asset Allocation, Investments, Whole Life, Portfolio Management, Employee Benefits, Estate Planning, Critical Illness, Wealth Management..., Series 63, Variable Annuities, Finance, IRAs, Wealth Management, Business Planning, Strategic Planning, Series 6, FINRA, Underwriting, Medicare, Wealth
Education
The American College 2014 — 2016
CLU
The American College 2011 — 2013
LUTCF
Palm Beach Atlantic University 2002 — 2003
Bachelor, Organizational Management
MassMutual-Financial Design Associates April 2012 - Present
NAIFA Jacksonville 2010 - Present
WIFS Northeast Florida August 2011 - Present
NAIFA-Florida 2013 - Present
New England Financial March 2010 - March 2012
Prime Capital Services October 2008 - September 2009
Mutual Service Corporation March 2007 - June 2008
VALIC February 2005 - March 2007
Merrill Lynch 1999 - 2005
Skills
Fixed Annuities, Retirement, Insurance, Life Insurance, Disability Insurance, Mutual Funds, Long-term Care, 401k, Retirement Planning, Universal Life, Term Life Insurance, Financial Services, Brokers, Uniform Combined State..., 401k Rollovers, Long Term Care Insurance, Securities, Health Insurance, Small Business, Leadership, Series 7, Sales, Asset Allocation, Investments, Whole Life, Portfolio Management, Employee Benefits, Estate Planning, Critical Illness, Wealth Management..., Series 63, Variable Annuities, Finance, IRAs, Wealth Management, Business Planning, Strategic Planning, Series 6, FINRA, Underwriting, Medicare, Wealth
Education
The American College 2014 — 2016
CLU
The American College 2011 — 2013
LUTCF
Palm Beach Atlantic University 2002 — 2003
Bachelor, Organizational Management
Shawna Carver's VALIC Experience 2007 - 2014
Job Benefits Specialist 401k Administrator
Industry Environmental Services
Experience
Waste Connections, Inc. 2014 - Present
VALIC 2007 - 2014
VALIC 2006 - 2007
VALIC 2004 - 2006
Skills
Networking, Strategic Planning, Project Management, Time Management, Relationship Management, Operations Management, Team Building, Consulting, Analysis, Business Process, Process Improvement, Training, Employee Benefits, Leadership, Human Resources, Insurance
Education
Louisiana State University
Bachelor of Arts (BA)
Waste Connections, Inc. 2014 - Present
VALIC 2007 - 2014
VALIC 2006 - 2007
VALIC 2004 - 2006
Skills
Networking, Strategic Planning, Project Management, Time Management, Relationship Management, Operations Management, Team Building, Consulting, Analysis, Business Process, Process Improvement, Training, Employee Benefits, Leadership, Human Resources, Insurance
Education
Louisiana State University
Bachelor of Arts (BA)
G. Tyler Horton G. Tyler Horton's VALIC Experience August 2008 - April 2009
Job Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
Arizona Army National Guard October 2014 - Present
Army National Guard January 2010 - October 2014
Northwestern Mutual August 2013 - December 2013
VALIC August 2008 - April 2009
WealthPlan Advisors, Inc. May 2006 - August 2008
Skills
Personal Financial..., Retirement Planning, Microsoft Office, Information Technology, Stocks, Bonds, Mutual Funds, Fixed Annuities, Variable Annuities, Asset Management, Risk Assessment, Technical Analysis, Value Investing, Team Leadership, Customer-focused Service, Customer Service, Military Training, Military Operations, Life Insurance, Organization, Client Education, Investments, Estate Planning, Training
Education
College of Western Idaho 2013 — 2013
Mesa Community College 2006 — 2008
JPMorgan Chase & Co. December 2014 - Present
Arizona Army National Guard October 2014 - Present
Army National Guard January 2010 - October 2014
Northwestern Mutual August 2013 - December 2013
VALIC August 2008 - April 2009
WealthPlan Advisors, Inc. May 2006 - August 2008
Skills
Personal Financial..., Retirement Planning, Microsoft Office, Information Technology, Stocks, Bonds, Mutual Funds, Fixed Annuities, Variable Annuities, Asset Management, Risk Assessment, Technical Analysis, Value Investing, Team Leadership, Customer-focused Service, Customer Service, Military Training, Military Operations, Life Insurance, Organization, Client Education, Investments, Estate Planning, Training
Education
College of Western Idaho 2013 — 2013
Mesa Community College 2006 — 2008
William Gecks William Gecks's VALIC Experience September 2013 - Present
Job Valic Financial Services
Industry Automotive
Experience
VALIC September 2013 - Present
First Command Financial Planning May 2012 - July 2013
Collections Unlimited Inc April 2011 - April 2012
Aflac October 2010 - April 2011
Florida Citizens Bank October 2005 - October 2010
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Retirement, Mutual Funds, Investments, Asset Allocation, Financial Advisory, Life Insurance, Property & Casualty..., Disability Insurance, College Savings Plans, Long-term Care, Banking
Education
Midland College
Business Administration and Management, General
Vanguard High School
High School Diploma, General Studies
VALIC September 2013 - Present
First Command Financial Planning May 2012 - July 2013
Collections Unlimited Inc April 2011 - April 2012
Aflac October 2010 - April 2011
Florida Citizens Bank October 2005 - October 2010
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Retirement, Mutual Funds, Investments, Asset Allocation, Financial Advisory, Life Insurance, Property & Casualty..., Disability Insurance, College Savings Plans, Long-term Care, Banking
Education
Midland College
Business Administration and Management, General
Vanguard High School
High School Diploma, General Studies
Peggy Calabaza's VALIC Experience July 2007 - Present
Job Senior Graphic Designer at VALIC
Industry Financial Services
Experience
VALIC July 2007 - Present
The Times-Picayune March 1992 - October 2005
Wemco, Inc. August 1987 - June 1990
Skills
Adobe CS6 InDesign, Adobe CS6 Dreamweaver, Adobe CS6 Photoshop, Adobe CS6 Illustrator, PowerPoint, Microsoft Word, Microsoft Excel, Adobe Acrobat, Team Building, Microsoft Office, Graphic Design, Adobe Creative Suite, Illustrator, InDesign, Dreamweaver, Graphics, Art, Photoshop, Art Direction, Web Design, Advertising, Layout, Newsletters
Education
Rice University 2006 — 2006
Dreamweaver
Louisiana State University
Bachelor of Fine Arts (B.F.A.), Graphic Design
VALIC July 2007 - Present
The Times-Picayune March 1992 - October 2005
Wemco, Inc. August 1987 - June 1990
Skills
Adobe CS6 InDesign, Adobe CS6 Dreamweaver, Adobe CS6 Photoshop, Adobe CS6 Illustrator, PowerPoint, Microsoft Word, Microsoft Excel, Adobe Acrobat, Team Building, Microsoft Office, Graphic Design, Adobe Creative Suite, Illustrator, InDesign, Dreamweaver, Graphics, Art, Photoshop, Art Direction, Web Design, Advertising, Layout, Newsletters
Education
Rice University 2006 — 2006
Dreamweaver
Louisiana State University
Bachelor of Fine Arts (B.F.A.), Graphic Design
Joe Osborne Joe Osborne's VALIC Experience Sr Vice President, Group ManagementVALICApril 2005 - May 2011
Job Retired Financial Services Executive
Industry Financial Services
Experience
VALIC Sr Vice President, Group ManagementVALICApril 2005 - May 2011
VALIC April 2005 - May 2011
VALIC May 1998 - May 2005
VALIC March 1983 - May 1998
VALIC January 1972 - March 1983
Skills
Series 7, Retirement Planning, Series 63, Retirement, 401k, Mutual Funds, Wealth Management, Fixed Annuities, Investment Advisory, Securities, Investments, IRAs, Strategic Financial..., Asset Management, Asset Allocation, Insurance, Series 24, Financial Services, FINRA, Investment Strategies, Series 65
Education
Stephen F. Austin State University 1969 — 1971
BBA, Business/Managerial Economics
Lee College 1967 — 1969
AA
VALIC Sr Vice President, Group ManagementVALICApril 2005 - May 2011
VALIC April 2005 - May 2011
VALIC May 1998 - May 2005
VALIC March 1983 - May 1998
VALIC January 1972 - March 1983
Skills
Series 7, Retirement Planning, Series 63, Retirement, 401k, Mutual Funds, Wealth Management, Fixed Annuities, Investment Advisory, Securities, Investments, IRAs, Strategic Financial..., Asset Management, Asset Allocation, Insurance, Series 24, Financial Services, FINRA, Investment Strategies, Series 65
Education
Stephen F. Austin State University 1969 — 1971
BBA, Business/Managerial Economics
Lee College 1967 — 1969
AA
Darius Metoyer Darius Metoyer's VALIC Experience October 1999 - May 2004
Job Metoyer Insurance Group President & Founder
Industry Insurance
Experience
North East Houston Hispanic Chamber of Commerce July 2012 - Present
My Referral Network March 2012 - Present
Metoyer Insurance July 2002 - Present
VALIC October 1999 - May 2004
Skills
Insurance, Small Business, Management Consulting, Strategic Planning, Business Strategy, Accounting, Outlook, Public Speaking, Start-ups, New Business Development, Marketing Strategy, Customer Service, Microsoft Excel, Team Building, Investments, Sales, Management, Marketing, Business Planning, Coaching, Change Management, Team Leadership, Social Media, Social Media Marketing, Underwriting, Life Insurance, PowerPoint, Retail, Advertising, Commercial Insurance, Account Management, Leadership Development, Social Networking, Strategy, Property, Leadership, Team Management, Negotiation, Cooperation, Training, Contract Negotiation, Entrepreneurship, Business Development, Risk Management, Mergers & Acquisitions
Education
University of Phoenix 2001 — 2003
MBA, Business
Sam Houston State University 1996 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Lone Star College System 1994 — 1996
Prerequisite work for Sam Houston, Business, Freshman & Souphmore Years
North East Houston Hispanic Chamber of Commerce July 2012 - Present
My Referral Network March 2012 - Present
Metoyer Insurance July 2002 - Present
VALIC October 1999 - May 2004
Skills
Insurance, Small Business, Management Consulting, Strategic Planning, Business Strategy, Accounting, Outlook, Public Speaking, Start-ups, New Business Development, Marketing Strategy, Customer Service, Microsoft Excel, Team Building, Investments, Sales, Management, Marketing, Business Planning, Coaching, Change Management, Team Leadership, Social Media, Social Media Marketing, Underwriting, Life Insurance, PowerPoint, Retail, Advertising, Commercial Insurance, Account Management, Leadership Development, Social Networking, Strategy, Property, Leadership, Team Management, Negotiation, Cooperation, Training, Contract Negotiation, Entrepreneurship, Business Development, Risk Management, Mergers & Acquisitions
Education
University of Phoenix 2001 — 2003
MBA, Business
Sam Houston State University 1996 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Lone Star College System 1994 — 1996
Prerequisite work for Sam Houston, Business, Freshman & Souphmore Years
Christopher Cowart, CFP®, CRPC® Christopher Cowart, CFP®, CRPC®'s VALIC Experience August 2012 - August 2013
Job Vice President/ Premier Banker II at SunTrust Bank
Industry Banking
Experience
SunTrust Bank August 2013 - Present
VALIC August 2012 - August 2013
Morgan Stanley Smith Barney January 2010 - September 2012
Bank of America Merrill Lynch September 2003 - January 2009
Bank of America August 2001 - September 2003
Skills
Strategic Financial..., Financial Services, Finance, Financial Advisory, Banking, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Financial Analysis, Asset Allocation, Financial Planning, Investment Strategies, Alternative Investments, Insurance, Retirement, Asset Management, CRM, IRAs, Uniform Combined State..., Estate Planning, Risk Management, Credit, Retirement Income..., Long Term Care, Insurance Planning, Mortgage, Disability Insurance, Cash Management, Loans, 401k, Customer Service, Wealth Management..., Relationship Management, Financial Planners, Mortgage Lending, Series 65
Education
Mercer University - Stetson School of Business and Economics 2001 — 2003
MBA, Business and Economics
The University of Georgia 1991 — 1996
BS, Agricultural and Resource Economics
Oglethorpe University 2006 — 2007
Certification, CFP
SunTrust Bank August 2013 - Present
VALIC August 2012 - August 2013
Morgan Stanley Smith Barney January 2010 - September 2012
Bank of America Merrill Lynch September 2003 - January 2009
Bank of America August 2001 - September 2003
Skills
Strategic Financial..., Financial Services, Finance, Financial Advisory, Banking, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Financial Analysis, Asset Allocation, Financial Planning, Investment Strategies, Alternative Investments, Insurance, Retirement, Asset Management, CRM, IRAs, Uniform Combined State..., Estate Planning, Risk Management, Credit, Retirement Income..., Long Term Care, Insurance Planning, Mortgage, Disability Insurance, Cash Management, Loans, 401k, Customer Service, Wealth Management..., Relationship Management, Financial Planners, Mortgage Lending, Series 65
Education
Mercer University - Stetson School of Business and Economics 2001 — 2003
MBA, Business and Economics
The University of Georgia 1991 — 1996
BS, Agricultural and Resource Economics
Oglethorpe University 2006 — 2007
Certification, CFP
Sean Rodriguez Sean Rodriguez's VALIC Experience July 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
VALIC July 2011 - Present
CV Financial Services & Wealth Management May 2009 - July 2011
Skills
Retirement, Investments, Investment Strategies, Coaching, Financial Analysis, Equities, Leadership, Retirement Planning, Insurance, Series 7, Mutual Funds, Finance, Asset Allocation, Disability Insurance, Financial Advisory, Financial Services, Investment Advisory, Life Insurance, Long-term Care, Mergers, Risk Management, Securities, Series 63, Wealth Management, Financial Planning, Portfolio Management, Asset Management, Fixed Annuities
Education
Loyola Marymount University
BS, Economics
Loyola Marymount University
Bachelor of Science, Economics, Economics
VALIC July 2011 - Present
CV Financial Services & Wealth Management May 2009 - July 2011
Skills
Retirement, Investments, Investment Strategies, Coaching, Financial Analysis, Equities, Leadership, Retirement Planning, Insurance, Series 7, Mutual Funds, Finance, Asset Allocation, Disability Insurance, Financial Advisory, Financial Services, Investment Advisory, Life Insurance, Long-term Care, Mergers, Risk Management, Securities, Series 63, Wealth Management, Financial Planning, Portfolio Management, Asset Management, Fixed Annuities
Education
Loyola Marymount University
BS, Economics
Loyola Marymount University
Bachelor of Science, Economics, Economics
Luke Evola's VALIC Experience August 2012 - June 2015
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2012 - June 2015
Merrill Lynch November 2010 - June 2012
Crossroads Downtown Partnership January 2011 - March 2012
Sun Trust Banks December 2007 - December 2009
Wachovia November 1988 - October 2007
Middlesex County Regional Chamber of Commerce June 2004 - June 2007
State of New Jersey January 2004 - May 2007
Bank of New York Mellon May 1978 - June 1988
Marine Midland Bank 1984 - 1986
Chemical Bank June 1973 - May 1985
Skills
Credit, New Business Development, Leadership, Investments, Commercial Lending, Banking, Finance, Business Development, Loans, Credit Analysis, Financial Analysis, Risk Management, Business, Strategic Financial..., Mergers & Acquisitions, Small Business, Portfolio Management, Coaching, Networking, Customer Service, Mortgage Lending, Insurance, Marketing, Wealth Management, Time Management, Small Business Lending, Financial Services, Executive Management, Retirement Planning, Business Planning, Investment Advisory, Mutual Funds, Management, Estate Planning, Cash Management, Series 7, Financial Advisory, Asset Management, Relationship Management, Securities, Funding, Commercial Banking, Underwriting, Asset Allocation, Series 63, Financial Risk, Retirement, Consumer Lending, Financial Planners, Loan Origination
Education
Methodist University 1968 — 1973
BA, Econ/Fin
VALIC August 2012 - June 2015
Merrill Lynch November 2010 - June 2012
Crossroads Downtown Partnership January 2011 - March 2012
Sun Trust Banks December 2007 - December 2009
Wachovia November 1988 - October 2007
Middlesex County Regional Chamber of Commerce June 2004 - June 2007
State of New Jersey January 2004 - May 2007
Bank of New York Mellon May 1978 - June 1988
Marine Midland Bank 1984 - 1986
Chemical Bank June 1973 - May 1985
Skills
Credit, New Business Development, Leadership, Investments, Commercial Lending, Banking, Finance, Business Development, Loans, Credit Analysis, Financial Analysis, Risk Management, Business, Strategic Financial..., Mergers & Acquisitions, Small Business, Portfolio Management, Coaching, Networking, Customer Service, Mortgage Lending, Insurance, Marketing, Wealth Management, Time Management, Small Business Lending, Financial Services, Executive Management, Retirement Planning, Business Planning, Investment Advisory, Mutual Funds, Management, Estate Planning, Cash Management, Series 7, Financial Advisory, Asset Management, Relationship Management, Securities, Funding, Commercial Banking, Underwriting, Asset Allocation, Series 63, Financial Risk, Retirement, Consumer Lending, Financial Planners, Loan Origination
Education
Methodist University 1968 — 1973
BA, Econ/Fin
Mary Wingrove Mary Wingrove's VALIC Experience July 2013 - Present
Job Certified Financial Planner at VALIC
Industry Financial Services
Experience
VALIC July 2013 - Present
Nationwide Financial January 2013 - June 2013
Allstate September 2011 - January 2013
PNC Wealth Management January 2010 - August 2011
Northwestern Mutual February 2009 - January 2010
AIG Retirement February 2005 - February 2009
National City Bank January 2002 - November 2004
UBS February 2000 - June 2001
PNC Financial Services Group April 1986 - November 1999
PNC Bank 1986 - 1999
Skills
Retirement Planning
Education
Mercyhurst College 1997 — 2003
Bachelor of Arts (B.A.), Business Management and Finance
McDowell
VALIC July 2013 - Present
Nationwide Financial January 2013 - June 2013
Allstate September 2011 - January 2013
PNC Wealth Management January 2010 - August 2011
Northwestern Mutual February 2009 - January 2010
AIG Retirement February 2005 - February 2009
National City Bank January 2002 - November 2004
UBS February 2000 - June 2001
PNC Financial Services Group April 1986 - November 1999
PNC Bank 1986 - 1999
Skills
Retirement Planning
Education
Mercyhurst College 1997 — 2003
Bachelor of Arts (B.A.), Business Management and Finance
McDowell
Steve White, CFP® Steve White, CFP®'s VALIC Experience September 2009 - June 2010
Job Wealth Advisor at USAA
Industry Financial Services
Experience
USAA August 2013 - Present
DundeeWealth US July 2010 - July 2013
VALIC September 2009 - June 2010
Allstate Financial April 2009 - November 2009
Fidelity Investments 2005 - 2008
Fidelity Investments 2000 - 2005
Skills
Mutual Funds, Asset Management, Investments, Strategy, Investment Advisory
Education
Southern Methodist University - Cox School of Business 2000 — 2003
MBA
North Carolina State University 1980 — 1984
BA, Economics, Business Management
USAA August 2013 - Present
DundeeWealth US July 2010 - July 2013
VALIC September 2009 - June 2010
Allstate Financial April 2009 - November 2009
Fidelity Investments 2005 - 2008
Fidelity Investments 2000 - 2005
Skills
Mutual Funds, Asset Management, Investments, Strategy, Investment Advisory
Education
Southern Methodist University - Cox School of Business 2000 — 2003
MBA
North Carolina State University 1980 — 1984
BA, Economics, Business Management
Jason Alan Reeves I Jason Alan Reeves I's VALIC Experience April 2010 - January 2014
Job Partnering to achieve health and wellness in every facet of lifespirit, soul, and body.
Industry Financial Services
Experience
PNC Investments (Unofficial) January 2014 - Present
Disciples of Christ Global Outreach December 2008 - Present
Chayil Media October 2007 - Present
VALIC April 2010 - January 2014
CBIZ November 2008 - March 2010
Principal Financial Group December 2006 - November 2008
Mercer Health & Benefits September 2005 - December 2006
Ameriprise Financial 2004 - 2005
Skills
Leadership, Training, Public Speaking, Strategic Planning, Management, Coaching, Strategy, Leadership Development, Consulting, Desktop Publishing, Change Management, Project Management, Risk Management, Health & Wellness
Education
The King's University 2009 — 2012
Master of Divinity (M.Div.)
Maryville University of Saint Louis 1997 — 2001
Bachelors, Philosophy, Actuarial Science
PNC Investments (Unofficial) January 2014 - Present
Disciples of Christ Global Outreach December 2008 - Present
Chayil Media October 2007 - Present
VALIC April 2010 - January 2014
CBIZ November 2008 - March 2010
Principal Financial Group December 2006 - November 2008
Mercer Health & Benefits September 2005 - December 2006
Ameriprise Financial 2004 - 2005
Skills
Leadership, Training, Public Speaking, Strategic Planning, Management, Coaching, Strategy, Leadership Development, Consulting, Desktop Publishing, Change Management, Project Management, Risk Management, Health & Wellness
Education
The King's University 2009 — 2012
Master of Divinity (M.Div.)
Maryville University of Saint Louis 1997 — 2001
Bachelors, Philosophy, Actuarial Science
ALICIA F. DIAZ-MORALES's VALIC Experience August 2012 - Present
Job Client Service Assistant at VALIC
Industry Financial Services
Experience
VALIC August 2012 - Present
Miami Dade College October 1984 - September 2010
Skills
Customer Service, Marketing, Outlook, Account Management, Series 63, Microsoft Office, Microsoft Excel, Teamwork, Time Management, Banking, Financial Analysis, Public Speaking, Microsoft Word, Data Entry, PowerPoint
Education
Miami Dade College 1978 — 1983
Associate of Science (A.S.), Business Administration and Management, General
VALIC August 2012 - Present
Miami Dade College October 1984 - September 2010
Skills
Customer Service, Marketing, Outlook, Account Management, Series 63, Microsoft Office, Microsoft Excel, Teamwork, Time Management, Banking, Financial Analysis, Public Speaking, Microsoft Word, Data Entry, PowerPoint
Education
Miami Dade College 1978 — 1983
Associate of Science (A.S.), Business Administration and Management, General
Chris Contos Chris Contos's VALIC Experience June 2015 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC June 2015 - Present
Contemporary Retirement Solutions December 2012 - Present
Prudential Financial August 2008 - January 2012
RiverSource August 2005 - August 2008
ING June 2001 - August 2005
Fortis Investments 1999 - 2001
Skills
Fixed Annuities, Variable Annuities, Series 63, Financial Advisory, Mutual Funds, Retirement, Investments, IRAs, Series 6, 401k, Series 7, Insurance, Alternative Investments, Securities, Retirement Planning, Long-term Care, Wealth Management, Asset Allocation, FINRA, Life Insurance
Education
Minnesota State University, Moorhead 1988 — 1991
Bachelor of Science (B.S.), Finance, General
VALIC June 2015 - Present
Contemporary Retirement Solutions December 2012 - Present
Prudential Financial August 2008 - January 2012
RiverSource August 2005 - August 2008
ING June 2001 - August 2005
Fortis Investments 1999 - 2001
Skills
Fixed Annuities, Variable Annuities, Series 63, Financial Advisory, Mutual Funds, Retirement, Investments, IRAs, Series 6, 401k, Series 7, Insurance, Alternative Investments, Securities, Retirement Planning, Long-term Care, Wealth Management, Asset Allocation, FINRA, Life Insurance
Education
Minnesota State University, Moorhead 1988 — 1991
Bachelor of Science (B.S.), Finance, General
Bruce Balchunas's VALIC Experience 1997 - 1998
Job IT Solutions Provider
Industry Information Technology and Services
Experience
Excalibur Consulting January 2003 - Present
NextiraOne 2000 - 2003
Paradigm Geophysical 1998 - 1999
Cap Gemini America 1997 - 1998
VALIC 1997 - 1998
EDS Group 1994 - 1996
Skills
Leadership, Data Center, Business Analysis, Contract Negotiation, ERP, Analysis, Team Building, Business Operations, Management, Business Intelligence, Consulting, Telecommunications, Information Technology, Project Management, Vendor Management, Infrastructure, IT Strategy, Networking, Process Improvement, Integration, Program Management, SDLC, IT Management, IT Service Management, Testing, Outsourcing, Servers, Training
Education
University of Louisiana at Lafayette 1982 — 1987
BSEE, Telecommunications Engineering, 2.9
University of Florida 1980 — 1982
None, Math, Science, English, Anthropology
Penn State Abington 1967 — 1969
Associate in Engineering, Electrical & Electronic Technology
Excalibur Consulting January 2003 - Present
NextiraOne 2000 - 2003
Paradigm Geophysical 1998 - 1999
Cap Gemini America 1997 - 1998
VALIC 1997 - 1998
EDS Group 1994 - 1996
Skills
Leadership, Data Center, Business Analysis, Contract Negotiation, ERP, Analysis, Team Building, Business Operations, Management, Business Intelligence, Consulting, Telecommunications, Information Technology, Project Management, Vendor Management, Infrastructure, IT Strategy, Networking, Process Improvement, Integration, Program Management, SDLC, IT Management, IT Service Management, Testing, Outsourcing, Servers, Training
Education
University of Louisiana at Lafayette 1982 — 1987
BSEE, Telecommunications Engineering, 2.9
University of Florida 1980 — 1982
None, Math, Science, English, Anthropology
Penn State Abington 1967 — 1969
Associate in Engineering, Electrical & Electronic Technology
Greg Mancina's VALIC Experience October 2009 - July 2011
Job Wealth Advisor at Foundry Wealth Advisors, LLC
Industry Financial Services
Experience
Foundry Wealth Advisors, LLC August 2015 - Present
Axinovate Technology N.A. January 2014 - September 2015
Merrill Lynch March 2012 - December 2013
Lincoln Financial Advisors July 2011 - March 2012
VALIC October 2009 - July 2011
JPMorgan Chase February 2006 - October 2009
Skills
Series 7, Series 63, Operations Management, International..., Business Planning, Sales Management, Finance, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Investment Strategies, Securities, Financial Planning, Management, Strategic Planning, Mortgage Lending, Risk Management, Leadership, Financial Analysis, Insurance
Education
Louisiana State University 1999 — 2004
Bachlor of Arts and Science, Economics Internal Audit
Foundry Wealth Advisors, LLC August 2015 - Present
Axinovate Technology N.A. January 2014 - September 2015
Merrill Lynch March 2012 - December 2013
Lincoln Financial Advisors July 2011 - March 2012
VALIC October 2009 - July 2011
JPMorgan Chase February 2006 - October 2009
Skills
Series 7, Series 63, Operations Management, International..., Business Planning, Sales Management, Finance, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Investment Strategies, Securities, Financial Planning, Management, Strategic Planning, Mortgage Lending, Risk Management, Leadership, Financial Analysis, Insurance
Education
Louisiana State University 1999 — 2004
Bachlor of Arts and Science, Economics Internal Audit
Nicole (Henderson) Tenney Nicole (Henderson) Tenney's VALIC Experience January 2013 - May 2015
Job Customer Service Representative at CEVA Logistics
Industry Financial Services
Experience
CEVA Logistics August 2015 - Present
VALIC January 2013 - May 2015
VVF Amenities May 2011 - September 2013
Skills
Call Centers, Customer Service, Customer Satisfaction, Sales, Troubleshooting, Microsoft Office, Account Management, Outlook, Microsoft Excel, Customer Retention, Data Entry, Microsoft Word, Technical Support, Printers, Inventory Management, Computer Hardware, Telephone Skills, PowerPoint
Education
Lone Star College System
Business Administration and Management, General
CEVA Logistics August 2015 - Present
VALIC January 2013 - May 2015
VVF Amenities May 2011 - September 2013
Skills
Call Centers, Customer Service, Customer Satisfaction, Sales, Troubleshooting, Microsoft Office, Account Management, Outlook, Microsoft Excel, Customer Retention, Data Entry, Microsoft Word, Technical Support, Printers, Inventory Management, Computer Hardware, Telephone Skills, PowerPoint
Education
Lone Star College System
Business Administration and Management, General
Floyd W. Chuck Harris Jr.'s VALIC Experience April 2007 - Present
Job ChFC CLU FLMI AIRC
Industry Insurance
Experience
VALIC April 2007 - Present
Auchter-Harris Insurance December 2002 - April 2007
SandTanAhh’s Restaurant and Beach Club May 2006 - October 2006
State Farm Insurance March 1998 - August 2002
Skills
Insurance, Business Analysis, Financial Services, Customer Service, Risk Management, Training, Microsoft Office, SharePoint, Call Centers, Lotus Notes, Visio, Microsoft Excel, Health Insurance, Employee Benefits, SharePoint..., Workforce Management, Technical Support, Training & Development, General Insurance, Leadership, Team Building
Education
Lee College 1991 — 1996
Associate's degree, Humanities/Psychology, 3.18
VALIC April 2007 - Present
Auchter-Harris Insurance December 2002 - April 2007
SandTanAhh’s Restaurant and Beach Club May 2006 - October 2006
State Farm Insurance March 1998 - August 2002
Skills
Insurance, Business Analysis, Financial Services, Customer Service, Risk Management, Training, Microsoft Office, SharePoint, Call Centers, Lotus Notes, Visio, Microsoft Excel, Health Insurance, Employee Benefits, SharePoint..., Workforce Management, Technical Support, Training & Development, General Insurance, Leadership, Team Building
Education
Lee College 1991 — 1996
Associate's degree, Humanities/Psychology, 3.18
Joe Binswanger's VALIC Experience June 1999 - December 2000
Job Director of Information Technology at Sarasota County Schools
Industry Education Management
Experience
Sarasota County Schools October 2012 - Present
FL DOE Digital Instructional Materials Work Group September 2012 - April 2013
Sarasota County Schools February 2009 - September 2012
Sarasota County Schools August 2006 - January 2009
Laurel Nokomis School, Sarasota County Schools August 2005 - July 2006
Laurel Nokomis School; Sarasota County Schools August 2002 - August 2005
West Elementary School; Desoto County Schools December 2000 - August 2002
VALIC June 1999 - December 2000
Skills
Educational Technology, K-12, Literacy, Classroom Management, Teacher Training, Lesson Planning, Tutoring, Differentiated..., Teaching, Instructional Technology, Curriculum Design, Educational Leadership, Curriculum Development, Technology Integration, Elementary Education, Microsoft Word, Microsoft Office, Instructional Design, Public Speaking, Team Building, Strategic Planning, Community Outreach, Staff Development, Coaching, Student Affairs, Grant Writing, Higher Education, E-Learning, Learning Management, Distance Learning, Program Management, Leadership, Classroom, Leadership Development, Training, Research, Adult Education, Learning Management..., Blended Learning, Fundraising, Nonprofits, Access, Administration
Education
Nova Southeastern University 2000 — 2001
Master of Science, Elementary Education
University of Central Florida 1994 — 1998
Bachelor of Science, Business Administration/Marketing
Sarasota County Schools October 2012 - Present
FL DOE Digital Instructional Materials Work Group September 2012 - April 2013
Sarasota County Schools February 2009 - September 2012
Sarasota County Schools August 2006 - January 2009
Laurel Nokomis School, Sarasota County Schools August 2005 - July 2006
Laurel Nokomis School; Sarasota County Schools August 2002 - August 2005
West Elementary School; Desoto County Schools December 2000 - August 2002
VALIC June 1999 - December 2000
Skills
Educational Technology, K-12, Literacy, Classroom Management, Teacher Training, Lesson Planning, Tutoring, Differentiated..., Teaching, Instructional Technology, Curriculum Design, Educational Leadership, Curriculum Development, Technology Integration, Elementary Education, Microsoft Word, Microsoft Office, Instructional Design, Public Speaking, Team Building, Strategic Planning, Community Outreach, Staff Development, Coaching, Student Affairs, Grant Writing, Higher Education, E-Learning, Learning Management, Distance Learning, Program Management, Leadership, Classroom, Leadership Development, Training, Research, Adult Education, Learning Management..., Blended Learning, Fundraising, Nonprofits, Access, Administration
Education
Nova Southeastern University 2000 — 2001
Master of Science, Elementary Education
University of Central Florida 1994 — 1998
Bachelor of Science, Business Administration/Marketing
Rigo Fernandez Rigo Fernandez's VALIC Experience August 2011 - September 2013
Job Sales Administrative Associate at CapGrow Partners LLC
Industry Real Estate
Experience
CapGrow Partners LLC March 2015 - Present
Columbia College Chicago February 2015 - March 2015
VISANOW Global Immigration December 2014 - January 2015
Fragomen, Del Rey, Bernsen & Loewy August 2014 - December 2014
Net Impact June 2014 - August 2014
City of Evanston January 2013 - March 2014
VALIC August 2011 - September 2013
Chicago Patrolmen's Federal Credit Union February 2011 - June 2011
Chicago Patrolmen's Federal Credit Union November 2010 - February 2011
Prudential Rubloff July 2010 - October 2010
Skills
Microsoft Office, CRM Databases, Social Media, Event Planning, Nonprofits, Research, Blogging, Customer Service, Teamwork, Sales, PowerPoint, Training, Microsoft Word, Microsoft Excel, Marketing, Writing, Community Outreach, Outlook, Android, Lecturing, Project Management, Mac, Social Networking, Networking, Newsletters, Organization, Proofreading, Qualitative Research, Quantitative Research, Typing, Windows, WordPress, Creative Writing, Citrix, Lotus Notes, Memos, Facebook, Fax, Tumblr, Phone Etiquette, Appointment Scheduling, Copies, Filing, Mass Mailing, Team Building, Team Leadership, Leadership, Event Management, Events Organisation, ZoomInfo
Education
Northwestern University 2009 — 2014
Bachelor's Degree, Social Policy, Civic Engagement, GPA: 3.2
CapGrow Partners LLC March 2015 - Present
Columbia College Chicago February 2015 - March 2015
VISANOW Global Immigration December 2014 - January 2015
Fragomen, Del Rey, Bernsen & Loewy August 2014 - December 2014
Net Impact June 2014 - August 2014
City of Evanston January 2013 - March 2014
VALIC August 2011 - September 2013
Chicago Patrolmen's Federal Credit Union February 2011 - June 2011
Chicago Patrolmen's Federal Credit Union November 2010 - February 2011
Prudential Rubloff July 2010 - October 2010
Skills
Microsoft Office, CRM Databases, Social Media, Event Planning, Nonprofits, Research, Blogging, Customer Service, Teamwork, Sales, PowerPoint, Training, Microsoft Word, Microsoft Excel, Marketing, Writing, Community Outreach, Outlook, Android, Lecturing, Project Management, Mac, Social Networking, Networking, Newsletters, Organization, Proofreading, Qualitative Research, Quantitative Research, Typing, Windows, WordPress, Creative Writing, Citrix, Lotus Notes, Memos, Facebook, Fax, Tumblr, Phone Etiquette, Appointment Scheduling, Copies, Filing, Mass Mailing, Team Building, Team Leadership, Leadership, Event Management, Events Organisation, ZoomInfo
Education
Northwestern University 2009 — 2014
Bachelor's Degree, Social Policy, Civic Engagement, GPA: 3.2
Hector Anaya's VALIC Experience September 2015 - Present
Job Financial Advisor
Industry Investment Management
Experience
VALIC September 2015 - Present
Chase Bank July 2007 - September 2015
TCF Bank August 2004 - August 2007
Education
Roosevelt University 2012 — 2014
Master of Business Administration (MBA), Accounting
Northeastern Illinois University
Bachelor of Science (B.S.), Finance
VALIC September 2015 - Present
Chase Bank July 2007 - September 2015
TCF Bank August 2004 - August 2007
Education
Roosevelt University 2012 — 2014
Master of Business Administration (MBA), Accounting
Northeastern Illinois University
Bachelor of Science (B.S.), Finance
Charles J Conner, MBA Charles J Conner, MBA's VALIC Experience August 2012 - May 2013
Job BPO Consultant at Sutherland Global Services
Industry Financial Services
Experience
Houston Community College April 2015 - Present
Private Technology Consulting Firm January 2010 - Present
The Conner Agency March 2004 - Present
Sutherland Global Services March 2015 - May 2015
MetLife Securities, Inc. May 2013 - February 2015
VALIC August 2012 - May 2013
NetIQ February 1999 - June 2003
Microsoft 2001 - 2003
Mission Critical Software 1999 - 2001
BMC Software 1997 - 1999
Skills
Growth Strategies, Separately Managed..., Retirement Planning, Finance, Investment Strategies, Fixed Income Strategies, Portfolio Management, Strategic Planning, Asset Allocation..., Fixed Annuities, Insurance, Microsoft Dynamics GP, Retirement, Mutual Funds, Workers Compensation, Financial Advisory, Equities, Bonds, Group Presentations, Property & Casualty..., Public Speaking, Alternative Investments, Employee Benefits, Term Life Insurance, Life Insurance, Long-term Care, Key Person Insurance, Health Insurance, Business Valuation, Saving for Education, Critical Illness, Wealth Management, Personal Finance, Estate Conservation..., Buy-sell Agreement..., ETFs, Asset Allocation, Strategy
Education
LeTourneau University 2003 — 2005
Master of Business Administration (MBA), Finance
Texas Southern University 1987 — 1994
Bachelor's Degree, Computer Science
Lamar High School
High School Diploma
Houston Community College April 2015 - Present
Private Technology Consulting Firm January 2010 - Present
The Conner Agency March 2004 - Present
Sutherland Global Services March 2015 - May 2015
MetLife Securities, Inc. May 2013 - February 2015
VALIC August 2012 - May 2013
NetIQ February 1999 - June 2003
Microsoft 2001 - 2003
Mission Critical Software 1999 - 2001
BMC Software 1997 - 1999
Skills
Growth Strategies, Separately Managed..., Retirement Planning, Finance, Investment Strategies, Fixed Income Strategies, Portfolio Management, Strategic Planning, Asset Allocation..., Fixed Annuities, Insurance, Microsoft Dynamics GP, Retirement, Mutual Funds, Workers Compensation, Financial Advisory, Equities, Bonds, Group Presentations, Property & Casualty..., Public Speaking, Alternative Investments, Employee Benefits, Term Life Insurance, Life Insurance, Long-term Care, Key Person Insurance, Health Insurance, Business Valuation, Saving for Education, Critical Illness, Wealth Management, Personal Finance, Estate Conservation..., Buy-sell Agreement..., ETFs, Asset Allocation, Strategy
Education
LeTourneau University 2003 — 2005
Master of Business Administration (MBA), Finance
Texas Southern University 1987 — 1994
Bachelor's Degree, Computer Science
Lamar High School
High School Diploma
Maria L. Davis's VALIC Experience March 2007 - January 2013
Job Marketing Manager, Campaigns & Promotions at United Stationers
Industry Marketing and Advertising
Experience
Life Fitness January 2013 - May 2014
VALIC March 2007 - January 2013
MB Financial Bank November 2008 - November 2011
CMZ Trading, LLC November 2006 - October 2007
American Planning Association September 2006 - November 2006
United Parcel Service, Inc. June 2006 - August 2006
Subaru of America January 2006 - May 2006
MMPI September 2005 - December 2005
Skills
Banking, Advertising, Marketing, Project Management, Marketing Communications, Event Planning, Direct Marketing, Email Marketing, Social Media, Customer Service, Marketing Strategy, Management, Strategy, Leadership, Account Management, Brand Management, Digital Marketing, CRM, Marketing Management
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing Management, Management and Strategy, and Social Enterprise, 3.2
University of Illinois at Chicago 2004 — 2007
Bachelor of Science, Marketing
University of Illinois at Urbana-Champaign 2003 — 2004
Bachelor of Science, Marketing
Von Steuben Metropolitan Science Center 1999 — 2003
Diploma, General Education
Kilmer Elementary 1990 — 1999
Life Fitness January 2013 - May 2014
VALIC March 2007 - January 2013
MB Financial Bank November 2008 - November 2011
CMZ Trading, LLC November 2006 - October 2007
American Planning Association September 2006 - November 2006
United Parcel Service, Inc. June 2006 - August 2006
Subaru of America January 2006 - May 2006
MMPI September 2005 - December 2005
Skills
Banking, Advertising, Marketing, Project Management, Marketing Communications, Event Planning, Direct Marketing, Email Marketing, Social Media, Customer Service, Marketing Strategy, Management, Strategy, Leadership, Account Management, Brand Management, Digital Marketing, CRM, Marketing Management
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing Management, Management and Strategy, and Social Enterprise, 3.2
University of Illinois at Chicago 2004 — 2007
Bachelor of Science, Marketing
University of Illinois at Urbana-Champaign 2003 — 2004
Bachelor of Science, Marketing
Von Steuben Metropolitan Science Center 1999 — 2003
Diploma, General Education
Kilmer Elementary 1990 — 1999
Rasheedah El-Amin, MBA's VALIC Experience October 2007 - September 2008
Job Financial Consultant at AXA Advisors | Assisting Individuals and Businesses Secure Their Financial Future
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
AXA Advisors July 2012 - Present
RAYMOND JAMES & ASSOCIATES September 2008 - June 2011
VALIC October 2007 - September 2008
SIGMA FINANCIAL CORPORATION October 1999 - October 2007
Education
Wayne State University
Master of Business Administration, Leadership and Organizational Behavior
Madonna University
Bachelor of Science, Business Administration
AXA Advisors January 2015 - Present
AXA Advisors July 2012 - Present
RAYMOND JAMES & ASSOCIATES September 2008 - June 2011
VALIC October 2007 - September 2008
SIGMA FINANCIAL CORPORATION October 1999 - October 2007
Education
Wayne State University
Master of Business Administration, Leadership and Organizational Behavior
Madonna University
Bachelor of Science, Business Administration
Joe Hardy's VALIC Experience May 2012 - January 2015
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC March 2015 - Present
VALIC May 2012 - January 2015
Skills
Leadership, Employee Benefits, Analysis, Microsoft Excel, Business Analysis, Strategic Planning, Data Analysis
Education
Penn State University 2008 — 2012
Bachelor of Arts (B.A.), Actuarial Science
PNC March 2015 - Present
VALIC May 2012 - January 2015
Skills
Leadership, Employee Benefits, Analysis, Microsoft Excel, Business Analysis, Strategic Planning, Data Analysis
Education
Penn State University 2008 — 2012
Bachelor of Arts (B.A.), Actuarial Science
Curtis Merrill Curtis Merrill's VALIC Experience March 2011 - September 2012
Job Advertising Executive
Industry Marketing and Advertising
Experience
Statesman Journal Media Group December 2014 - Present
KeyBank September 2012 - December 2013
VALIC March 2011 - September 2012
American Equity Mortgage August 2010 - March 2011
US Census April 2010 - August 2010
LPL April 2008 - July 2010
Banc of America Investments 2006 - 2008
Merrill Lynch 2004 - 2007
Skills
Leadership, Retirement Planning, Investments, Management, Mortgage Banking, Training, Mortgage Lending, Loans, Finance, Retirement, Small Business, Mutual Funds, Financial Advisory, Portfolio Management, Wealth Management, Customer Service, Insurance, Marketing, Sales
Education
Oregon State University 1999 — 2003
BS, Political Science, Business Admin
Marist High School 1995 — 1999
High School, High School Diploma
Statesman Journal Media Group December 2014 - Present
KeyBank September 2012 - December 2013
VALIC March 2011 - September 2012
American Equity Mortgage August 2010 - March 2011
US Census April 2010 - August 2010
LPL April 2008 - July 2010
Banc of America Investments 2006 - 2008
Merrill Lynch 2004 - 2007
Skills
Leadership, Retirement Planning, Investments, Management, Mortgage Banking, Training, Mortgage Lending, Loans, Finance, Retirement, Small Business, Mutual Funds, Financial Advisory, Portfolio Management, Wealth Management, Customer Service, Insurance, Marketing, Sales
Education
Oregon State University 1999 — 2003
BS, Political Science, Business Admin
Marist High School 1995 — 1999
High School, High School Diploma
Howard Meyers Howard Meyers's VALIC Experience November 2000 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC November 2000 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Series 63, 401k, IRAs, Uniform Combined State..., Financial Planning, Finance, Strategic Planning, Investments, Financial Analysis
Education
Michigan State University
Accounting
VALIC November 2000 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Series 63, 401k, IRAs, Uniform Combined State..., Financial Planning, Finance, Strategic Planning, Investments, Financial Analysis
Education
Michigan State University
Accounting
J. Scott Komarnicki J. Scott Komarnicki's VALIC Experience October 2000 - August 2008
Job Financial Advisor Legacy Financial Services, part of the Komarnicki Financial Group Inc.
Industry Investment Management
Experience
Komarnicki Financial Group August 2008 - Present
VALIC October 2000 - August 2008
BB&T October 1991 - October 2000
Skills
Retirement Planning, Retirement, Roth IRA, Pensions, Employee Benefits, 403 b, Traditional IRA, 401k Rollovers, IRAs, Wealth Accumulation, Fixed Annuities, 401k, Securities, Life Insurance, Financial Advisory, Investments
Education
Liberty University 1987 — 1991
Bachelor's degree, Finance, General
Komarnicki Financial Group August 2008 - Present
VALIC October 2000 - August 2008
BB&T October 1991 - October 2000
Skills
Retirement Planning, Retirement, Roth IRA, Pensions, Employee Benefits, 403 b, Traditional IRA, 401k Rollovers, IRAs, Wealth Accumulation, Fixed Annuities, 401k, Securities, Life Insurance, Financial Advisory, Investments
Education
Liberty University 1987 — 1991
Bachelor's degree, Finance, General
Mark Nardella's VALIC Experience December 2010 - Present
Job Sr. Advisor at VALIC
Industry Financial Services
Experience
VALIC December 2010 - Present
U.S. Trust May 2007 - December 2010
Merrill Lynch April 1997 - May 2006
Skills
Wealth Management, Retirement Planning, Investments, Long Term Care Insurance, Life Insurance, Estate Planning
Education
Middlebury College 1982 — 1986
Bachelor's degree, Economics/Environmental Studies
Syracuse University 1988 — 1990
Master of Business Administration (M.B.A.), Marketing, A
VALIC December 2010 - Present
U.S. Trust May 2007 - December 2010
Merrill Lynch April 1997 - May 2006
Skills
Wealth Management, Retirement Planning, Investments, Long Term Care Insurance, Life Insurance, Estate Planning
Education
Middlebury College 1982 — 1986
Bachelor's degree, Economics/Environmental Studies
Syracuse University 1988 — 1990
Master of Business Administration (M.B.A.), Marketing, A
Daniel Biggers's VALIC Experience February 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2014 - Present
Alfa Insurance March 2011 - February 2014
Skills
Term Life Insurance, Property & Casualty..., Permanent Life Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., 401k, Asset Allocation, College Savings Plans, Financial Planners, Financial Planning, IRAs, Estate Planning, Finance, Insurance, Investments, Life Insurance, Mutual Funds, Retirement
Education
Mississippi College 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
VALIC February 2014 - Present
Alfa Insurance March 2011 - February 2014
Skills
Term Life Insurance, Property & Casualty..., Permanent Life Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., 401k, Asset Allocation, College Savings Plans, Financial Planners, Financial Planning, IRAs, Estate Planning, Finance, Insurance, Investments, Life Insurance, Mutual Funds, Retirement
Education
Mississippi College 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Amy Haskins Amy Haskins's VALIC Experience September 1984 - February 1987
Job 4th Grade Teacher at Forest Hills Local Schools
Industry Education Management
Experience
Forest Hills Local Schools August 1991 - Present
VALIC September 1984 - February 1987
VALIC August 1984 - February 1987
Skills
Lesson Planning, Elementary Education, Classroom, Educational Leadership, Educational Technology, Curriculum Design, Curriculum Development, Differentiated..., Classroom Management, K-12, Staff Development, Teacher Training, Teaching, Editing, Instructional Design
Education
Marygrove College 1997 — 2000
Masters, Education
University of Cincinnati 1987 — 1989
Certification, Elementary Education
Ohio University 1979 — 1983
BS, Home Economics
Forest Hills Local Schools August 1991 - Present
VALIC September 1984 - February 1987
VALIC August 1984 - February 1987
Skills
Lesson Planning, Elementary Education, Classroom, Educational Leadership, Educational Technology, Curriculum Design, Curriculum Development, Differentiated..., Classroom Management, K-12, Staff Development, Teacher Training, Teaching, Editing, Instructional Design
Education
Marygrove College 1997 — 2000
Masters, Education
University of Cincinnati 1987 — 1989
Certification, Elementary Education
Ohio University 1979 — 1983
BS, Home Economics
Brian Perdew Brian Perdew's VALIC Experience October 2013 - July 2015
Job Director of Marketing at Derrenbacker Group Benefit Specialists, LLC (Northwestern Mutual)
Industry Financial Services
Experience
Northwestern Mutual July 2015 - Present
Brian Alexander Entertainment April 2008 - Present
VALIC October 2013 - July 2015
Merrill Lynch February 2012 - October 2013
Abercrombie & Fitch June 2006 - April 2008
Wegmans Food Markets June 2002 - June 2006
Skills
Uniform Combined State..., Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Investments, Investment Strategies, Strategic Financial..., IRAs, 401k, Securities, Financial Advisory, Commercial Lending, Wealth, Stocks, Alternative Investments, Investment Management, Asset Management, Fixed Income, Financial Goals, ETFs, Life Insurance, Insurance, Long-term Care, Portfolio Management, Finance, Disability Insurance, Fixed Annuities, Health Insurance, Financial Services, Term Life Insurance, Credit, Mortgage Lending, Small Business, Risk Management, Underwriting, Residential Mortgages, Banking, Employee Benefits, Credit Analysis, Estate Planning, Financial Analysis, Loans, Brokerage, Whole Life
Education
Le Moyne College 2002 — 2006
Bachelor of Science in Business Administration (Marketing and MIS concentrations), Business Administration
Northwestern Mutual July 2015 - Present
Brian Alexander Entertainment April 2008 - Present
VALIC October 2013 - July 2015
Merrill Lynch February 2012 - October 2013
Abercrombie & Fitch June 2006 - April 2008
Wegmans Food Markets June 2002 - June 2006
Skills
Uniform Combined State..., Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Investments, Investment Strategies, Strategic Financial..., IRAs, 401k, Securities, Financial Advisory, Commercial Lending, Wealth, Stocks, Alternative Investments, Investment Management, Asset Management, Fixed Income, Financial Goals, ETFs, Life Insurance, Insurance, Long-term Care, Portfolio Management, Finance, Disability Insurance, Fixed Annuities, Health Insurance, Financial Services, Term Life Insurance, Credit, Mortgage Lending, Small Business, Risk Management, Underwriting, Residential Mortgages, Banking, Employee Benefits, Credit Analysis, Estate Planning, Financial Analysis, Loans, Brokerage, Whole Life
Education
Le Moyne College 2002 — 2006
Bachelor of Science in Business Administration (Marketing and MIS concentrations), Business Administration
Joseph Weissbach Joseph Weissbach's VALIC Experience September 2013 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC September 2013 - Present
Jimmy John's February 2010 - December 2012
The UPS Store October 2008 - October 2009
Skills
Customer Service, Restaurant Management, Inventory Management, Microsoft Excel, Time Management, Food Service, Restaurants, Microsoft Office, Microsoft Word, PowerPoint, Sales, Cashiering, Leadership, Retail, Teamwork, Social Media Marketing, Interviews, Management
Education
Jimmy John's Management Training 2012 — 2012
Certified Manager, Food Service/Restaurant Management
University of Houston-Downtown 2010 — 2012
Bachelor's degree, Finance, General, 3.2
Lone Star College System 2008 — 2010
Associate of Arts (A.A.)
High School
VALIC September 2013 - Present
Jimmy John's February 2010 - December 2012
The UPS Store October 2008 - October 2009
Skills
Customer Service, Restaurant Management, Inventory Management, Microsoft Excel, Time Management, Food Service, Restaurants, Microsoft Office, Microsoft Word, PowerPoint, Sales, Cashiering, Leadership, Retail, Teamwork, Social Media Marketing, Interviews, Management
Education
Jimmy John's Management Training 2012 — 2012
Certified Manager, Food Service/Restaurant Management
University of Houston-Downtown 2010 — 2012
Bachelor's degree, Finance, General, 3.2
Lone Star College System 2008 — 2010
Associate of Arts (A.A.)
High School
David R. Kornegay, CFP David R. Kornegay, CFP's VALIC Experience May 1993 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
VALIC May 1993 - Present
Commonwealth Financial Group July 2009 - February 2011
Roper St. Francis Healthcare June 1995 - June 2009
Skills
Retirement Planning, Portfolio Management, Wealth Accumulation, Investment Management, Retirement, Wealth Management, Series 7, Estate Planning, Strategic Financial..., Disability Insurance, Fixed Annuities, Long-term Care, Investments, Mutual Funds, IRAs, 401k, Financial Planners, Investment Advisory, Employee Benefits, Life Insurance, Uniform Combined State..., Securities, Wealth Management..., Investment Strategies, Financial Analysis, 529 Plans, Small Business, Defined Benefit, Asset Allocation, College Savings Plans, Term Life Insurance, Financial Goals, 401k Rollovers, Long Term Care Insurance, Pensions, Series 63, Saving for Education, Financial Advisory, Banking, Finance, Mortgage Lending, Asset Managment, Series 6, Insurance, Qualified Retirement..., Roth IRA, Stocks, Health Insurance, Wealth, Risk Management
Education
North Carolina State University 1980 — 1983
BA, Political Science
VALIC May 1993 - Present
Commonwealth Financial Group July 2009 - February 2011
Roper St. Francis Healthcare June 1995 - June 2009
Skills
Retirement Planning, Portfolio Management, Wealth Accumulation, Investment Management, Retirement, Wealth Management, Series 7, Estate Planning, Strategic Financial..., Disability Insurance, Fixed Annuities, Long-term Care, Investments, Mutual Funds, IRAs, 401k, Financial Planners, Investment Advisory, Employee Benefits, Life Insurance, Uniform Combined State..., Securities, Wealth Management..., Investment Strategies, Financial Analysis, 529 Plans, Small Business, Defined Benefit, Asset Allocation, College Savings Plans, Term Life Insurance, Financial Goals, 401k Rollovers, Long Term Care Insurance, Pensions, Series 63, Saving for Education, Financial Advisory, Banking, Finance, Mortgage Lending, Asset Managment, Series 6, Insurance, Qualified Retirement..., Roth IRA, Stocks, Health Insurance, Wealth, Risk Management
Education
North Carolina State University 1980 — 1983
BA, Political Science
Brad Maxwell Brad Maxwell's VALIC Experience April 2013 - January 2014
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
VALIC April 2013 - January 2014
JM Surgical September 2011 - April 2013
Skills
Marketing
Education
Mississippi State University 1994 — 1999
Bachelor of Science, Microbiology, General
Edward Jones January 2014 - Present
VALIC April 2013 - January 2014
JM Surgical September 2011 - April 2013
Skills
Marketing
Education
Mississippi State University 1994 — 1999
Bachelor of Science, Microbiology, General
Kevin Adkins Kevin Adkins's VALIC Experience November 2010 - June 2012
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments June 2012 - Present
VALIC November 2010 - June 2012
LPL Financial December 2008 - September 2010
Edward Jones August 2006 - November 2008
Select Mortgage Group, Ltd October 2002 - July 2006
Primerica 2003-2004 February 1992 - October 2002
GTE Testmark Laboratories May 1987 - February 1992
Central Associated Engineers June 1984 - May 1987
Education
Southern Methodist University
M.S, Management
Morehead State University
B.S, Technology
Morehead State University
A.A.S, Technology
PNC Investments June 2012 - Present
VALIC November 2010 - June 2012
LPL Financial December 2008 - September 2010
Edward Jones August 2006 - November 2008
Select Mortgage Group, Ltd October 2002 - July 2006
Primerica 2003-2004 February 1992 - October 2002
GTE Testmark Laboratories May 1987 - February 1992
Central Associated Engineers June 1984 - May 1987
Education
Southern Methodist University
M.S, Management
Morehead State University
B.S, Technology
Morehead State University
A.A.S, Technology
Hiram Melendez Hiram Melendez's VALIC Experience July 2008 - November 2009
Job Service Request Coordinator at IBM
Industry Information Technology and Services
Experience
IBM August 2014 - Present
IBM June 2012 - July 2014
IBM June 2011 - June 2012
VALIC July 2008 - November 2009
LPL Financial/Self October 2006 - June 2008
Liberty Bank September 2005 - October 2006
Financial Decisions Group November 2002 - August 2005
US Bancorp Investment Inc February 1999 - October 2002
Skills
Small Project Management, Collaborative Problem..., Data Analysis, Team Building, Financial Analysis, Transformative Mediation, Training, Network Administration, Organizational Change...
Education
Northeast Iowa Community College 2009 — 2011
Associate’s Degree, Computer Analyst/Network Administration
IBM August 2014 - Present
IBM June 2012 - July 2014
IBM June 2011 - June 2012
VALIC July 2008 - November 2009
LPL Financial/Self October 2006 - June 2008
Liberty Bank September 2005 - October 2006
Financial Decisions Group November 2002 - August 2005
US Bancorp Investment Inc February 1999 - October 2002
Skills
Small Project Management, Collaborative Problem..., Data Analysis, Team Building, Financial Analysis, Transformative Mediation, Training, Network Administration, Organizational Change...
Education
Northeast Iowa Community College 2009 — 2011
Associate’s Degree, Computer Analyst/Network Administration
TIMOTHY JOHN TUCKER, MBA's VALIC Experience September 2011 - February 2013
Job Strategic Planning through Market Research and Tech Commercialization
Industry Information Technology and Services
Experience
Cisco May 2014 - September 2015
AXA Advisors, LLC February 2013 - March 2014
VALIC September 2011 - February 2013
Morgan Stanley Smith Barney September 2010 - August 2011
Small Business & Technology Development Center June 2009 - November 2009
North Carolina State University July 2008 - June 2009
Duke University January 1999 - October 2008
Skills
Investments, Strategic Financial..., Data Analysis, Start-ups, Leadership, Market Analysis, Financial Analysis, Business Development, Analysis, Entrepreneurship, Business Planning, Strategic Planning, Process Improvement, CRM, Business Analysis, Finance, Wealth, Marketing Strategy, Sales, Direct Sales, biomedical research, Strategic Marketing..., Guerilla Marketing
Education
North Carolina State University - College of Management 2006 — 2009
Master of Business Administration (MBA), BioScience Mgt * Technology Entrepreneurship & Commercialization (TEC)
North Carolina State University
Bachelor of Science (BS), Biological Sciences
Cisco May 2014 - September 2015
AXA Advisors, LLC February 2013 - March 2014
VALIC September 2011 - February 2013
Morgan Stanley Smith Barney September 2010 - August 2011
Small Business & Technology Development Center June 2009 - November 2009
North Carolina State University July 2008 - June 2009
Duke University January 1999 - October 2008
Skills
Investments, Strategic Financial..., Data Analysis, Start-ups, Leadership, Market Analysis, Financial Analysis, Business Development, Analysis, Entrepreneurship, Business Planning, Strategic Planning, Process Improvement, CRM, Business Analysis, Finance, Wealth, Marketing Strategy, Sales, Direct Sales, biomedical research, Strategic Marketing..., Guerilla Marketing
Education
North Carolina State University - College of Management 2006 — 2009
Master of Business Administration (MBA), BioScience Mgt * Technology Entrepreneurship & Commercialization (TEC)
North Carolina State University
Bachelor of Science (BS), Biological Sciences
Corey J. Baker's VALIC Experience February 2012 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2012 - Present
Fifth Third Bank September 2009 - January 2012
Brickwood Facilities & Services April 2007 - August 2009
Brickwood Mortgage, LLC August 2004 - March 2009
Mitchell Financial Group January 1999 - July 2004
Mortgage Plus, Inc September 1996 - December 1998
Skills
Insurance, Strategic Planning, Financial Analysis, Series 7, Investment Advisory, Asset Management, Life Insurance, Fixed Annuities, Finance, Credit, Investments, Loans, Mortgage Lending, Portfolio Management, Retirement Planning, Strategic Financial..., Banking, Wealth Management
Education
Michigan State University 1990 — 1995
Bachelor of Arts, Business Administration
VALIC February 2012 - Present
Fifth Third Bank September 2009 - January 2012
Brickwood Facilities & Services April 2007 - August 2009
Brickwood Mortgage, LLC August 2004 - March 2009
Mitchell Financial Group January 1999 - July 2004
Mortgage Plus, Inc September 1996 - December 1998
Skills
Insurance, Strategic Planning, Financial Analysis, Series 7, Investment Advisory, Asset Management, Life Insurance, Fixed Annuities, Finance, Credit, Investments, Loans, Mortgage Lending, Portfolio Management, Retirement Planning, Strategic Financial..., Banking, Wealth Management
Education
Michigan State University 1990 — 1995
Bachelor of Arts, Business Administration
Dan Tomas's VALIC Experience 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
VALIC 2008 - Present
Daniel J. Tomas, CFP, CPA, CLU, ChFC May 2007 - Present
Northwestern Mutual Financial Network August 1990 - May 2007
Skills
Financial Planning, Disability Insurance, Wealth Accumulation, Long Term Care, Retirement Planning, Annuities, Retirement Solutions, Retirement, Estate Planning, Investments, IRA's, Insurance Planning, Insurance, Whole Life, Term Life Insurance, Series 63, Series 6, Fixed Annuities, Employee Benefits, Long-term Care, Group Benefits, Asset Allocation, College Savings Plans, Buy-sell Agreements, Charitable Giving, Wealth Transfer, Financial Analysis, 529 Plans, Health Insurance, Financial Advisory, Retirement Income..., Annuity, SEP, Roth IRA, Needs Analysis, Key Person Insurance, IRAs
Education
Loyola University of Chicago 1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting and Finance
VALIC 2008 - Present
Daniel J. Tomas, CFP, CPA, CLU, ChFC May 2007 - Present
Northwestern Mutual Financial Network August 1990 - May 2007
Skills
Financial Planning, Disability Insurance, Wealth Accumulation, Long Term Care, Retirement Planning, Annuities, Retirement Solutions, Retirement, Estate Planning, Investments, IRA's, Insurance Planning, Insurance, Whole Life, Term Life Insurance, Series 63, Series 6, Fixed Annuities, Employee Benefits, Long-term Care, Group Benefits, Asset Allocation, College Savings Plans, Buy-sell Agreements, Charitable Giving, Wealth Transfer, Financial Analysis, 529 Plans, Health Insurance, Financial Advisory, Retirement Income..., Annuity, SEP, Roth IRA, Needs Analysis, Key Person Insurance, IRAs
Education
Loyola University of Chicago 1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting and Finance
James Tarwater's VALIC Experience March 1997 - July 1997
Job Senior Linux/Backup Systems Administrator at Cheniere Energy, Inc.
Industry Computer Software
Experience
Cheniere Energy, Inc. March 2015 - Present
Newfield Exploration July 2008 - January 2015
LyondellBasell August 2000 - July 2008
Halliburton January 2000 - August 2000
NEC System Technologies, Ltd. October 1999 - December 1999
ExxonMobil July 1997 - February 1999
VALIC March 1997 - July 1997
Shell Oil Company January 1997 - March 1997
Warren Electric Supply March 1996 - January 1997
ENERSoft Inc. June 1995 - March 1996
Skills
Unix, VMware, Troubleshooting, Disaster Recovery, Active Directory, Servers, Windows Server, Virtualization, Network Security, Integration, ITIL, Linux, IT Management
Education
University of Houston 1993 — 1995
Masters, Electrical Engineering
Michigan State University 1984 — 1989
Bachelors, Computer Engineering
Cheniere Energy, Inc. March 2015 - Present
Newfield Exploration July 2008 - January 2015
LyondellBasell August 2000 - July 2008
Halliburton January 2000 - August 2000
NEC System Technologies, Ltd. October 1999 - December 1999
ExxonMobil July 1997 - February 1999
VALIC March 1997 - July 1997
Shell Oil Company January 1997 - March 1997
Warren Electric Supply March 1996 - January 1997
ENERSoft Inc. June 1995 - March 1996
Skills
Unix, VMware, Troubleshooting, Disaster Recovery, Active Directory, Servers, Windows Server, Virtualization, Network Security, Integration, ITIL, Linux, IT Management
Education
University of Houston 1993 — 1995
Masters, Electrical Engineering
Michigan State University 1984 — 1989
Bachelors, Computer Engineering
Maria Gregoriev's VALIC Experience July 2011 - April 2013
Job Registered Representative at Financial Services
Industry Financial Services
Experience
Infinity Schools June 2013 - Present
Financial Services June 2012 - Present
VALIC July 2011 - April 2013
New York LIfe Insurance Company June 2009 - December 2009
Bear, Stearns & Co. Inc. January 1983 - November 2007
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Securities, Retirement, Series 63, Fixed Annuities, Insurance, Financial Services, Bonds, Bloomberg, IRAs, Life Insurance, Pensions, Finance, Wealth, Disability Insurance
Education
Loyola Marymount University 1978 — 1980
BA, English
Infinity Schools June 2013 - Present
Financial Services June 2012 - Present
VALIC July 2011 - April 2013
New York LIfe Insurance Company June 2009 - December 2009
Bear, Stearns & Co. Inc. January 1983 - November 2007
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Securities, Retirement, Series 63, Fixed Annuities, Insurance, Financial Services, Bonds, Bloomberg, IRAs, Life Insurance, Pensions, Finance, Wealth, Disability Insurance
Education
Loyola Marymount University 1978 — 1980
BA, English
Jackie Fabitore-Matheny's VALIC Experience October 2007 - May 2013
Job Senior Director, Head of Strategic Partnerships at AXA US
Industry Financial Services
Experience
AXA US April 2015 - Present
Legal Resources July 2013 - April 2015
VALIC October 2007 - May 2013
ICMA-RETIREMENT CORPORATION January 2004 - January 2007
EducatorsMoney/Great West Life & Annuity January 2001 - January 2003
Nationwide Retirement Solutions, Nationwide Financial Services, INC January 1998 - January 2001
MetLife Resources, Metropolitan Life Insurance Company January 1990 - January 1998
United Resources, Inc January 1986 - January 1989
Skills
Strategic Planning, Retirement, Pensions, Mutual Funds, Investments, Employee Benefits, Fixed Annuities, Retirement Planning, Relationship Management, Series 63, Defined Benefit, Series 6, Series 65, Life Insurance, Professional..., Sales, Sales Management, 403b, 457 Plans, 401a, 401k, Financial Advisory, Business Planning, Leadership, Management, Strategy, Defined Contribution, CRM, Asset Allocation, Wealth Management, FINRA, Insurance, Business Development, Securities, Variable Annuities, 403 b
Education
Empire State College
Bachelor of Science (BS), Education/Psychology
Pacific Oaks College
Masters Study, Human Development; Education/Psychology
AXA US April 2015 - Present
Legal Resources July 2013 - April 2015
VALIC October 2007 - May 2013
ICMA-RETIREMENT CORPORATION January 2004 - January 2007
EducatorsMoney/Great West Life & Annuity January 2001 - January 2003
Nationwide Retirement Solutions, Nationwide Financial Services, INC January 1998 - January 2001
MetLife Resources, Metropolitan Life Insurance Company January 1990 - January 1998
United Resources, Inc January 1986 - January 1989
Skills
Strategic Planning, Retirement, Pensions, Mutual Funds, Investments, Employee Benefits, Fixed Annuities, Retirement Planning, Relationship Management, Series 63, Defined Benefit, Series 6, Series 65, Life Insurance, Professional..., Sales, Sales Management, 403b, 457 Plans, 401a, 401k, Financial Advisory, Business Planning, Leadership, Management, Strategy, Defined Contribution, CRM, Asset Allocation, Wealth Management, FINRA, Insurance, Business Development, Securities, Variable Annuities, 403 b
Education
Empire State College
Bachelor of Science (BS), Education/Psychology
Pacific Oaks College
Masters Study, Human Development; Education/Psychology
Shea Murphy's VALIC Experience January 2011 - Present
Job Valic Financial Advisor
Industry Financial Services
Experience
VALIC January 2011 - Present
Spire Credit Union August 2010 - January 2011
CU Companies/Financial Network Investment Corp May 2005 - March 2010
Vermillion Bank /PrimeVest Financial Services May 2002 - May 2005
RJ Steichen and Company/MJSK January 1995 - May 2002
Paine Webber September 1994 - December 1994
Skills
Series 7, Investments, Financial Planning, Insurance, Customer Relations, Group Retirement Plans
Education
Marquette University 1989 — 1993
Bachelor of Science, Finance; English
St. Thomas Academy 1986 — 1989
VALIC January 2011 - Present
Spire Credit Union August 2010 - January 2011
CU Companies/Financial Network Investment Corp May 2005 - March 2010
Vermillion Bank /PrimeVest Financial Services May 2002 - May 2005
RJ Steichen and Company/MJSK January 1995 - May 2002
Paine Webber September 1994 - December 1994
Skills
Series 7, Investments, Financial Planning, Insurance, Customer Relations, Group Retirement Plans
Education
Marquette University 1989 — 1993
Bachelor of Science, Finance; English
St. Thomas Academy 1986 — 1989
Tiffany Owens, CFP®, MBA's VALIC Experience July 2006 - January 2011
Job Senior Trust Officer, Market Trust Director at US Trust
Industry Financial Services
Experience
US Trust December 2011 - Present
The Commerce Trust Company August 2009 - January 2012
VALIC July 2006 - January 2011
University of Missouri-Kansas City January 2001 - December 2007
Skills
Estate Planning, Strategic Financial..., Asset Allocation, Wealth Management, Financial Analysis, Asset Management, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds
Education
University of Missouri-Kansas City 1998 — 2001
Master of Business Administration (M.B.A.), Finance, General
Missouri Western State University 1994 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
US Trust December 2011 - Present
The Commerce Trust Company August 2009 - January 2012
VALIC July 2006 - January 2011
University of Missouri-Kansas City January 2001 - December 2007
Skills
Estate Planning, Strategic Financial..., Asset Allocation, Wealth Management, Financial Analysis, Asset Management, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds
Education
University of Missouri-Kansas City 1998 — 2001
Master of Business Administration (M.B.A.), Finance, General
Missouri Western State University 1994 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Asim Awan's VALIC Experience August 2009 - Present
Job
Industry Financial Services
Experience
VALIC August 2009 - Present
Skills
Strategic Financial..., Investments, Insurance, Alternative Investments, Budgets, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Financial Advisory, Series 7, Asset Managment, Portfolio Management, Asset Allocation, Securities, Finance, Financial Services, Fixed Annuities, Life Insurance, Retirement, Long-term Care, Strategy, Sales, Asset Management, Business Planning, Business Development, Start-ups, 401k, Leadership, Financial Planning
Education
Minot State University
VALIC August 2009 - Present
Skills
Strategic Financial..., Investments, Insurance, Alternative Investments, Budgets, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Financial Advisory, Series 7, Asset Managment, Portfolio Management, Asset Allocation, Securities, Finance, Financial Services, Fixed Annuities, Life Insurance, Retirement, Long-term Care, Strategy, Sales, Asset Management, Business Planning, Business Development, Start-ups, 401k, Leadership, Financial Planning
Education
Minot State University
Christopher Orville's VALIC Experience November 2010 - June 2014
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA June 2014 - Present
VALIC November 2010 - June 2014
Great West Retirement Services November 2009 - November 2010
Prudential Financial October 2002 - October 2009
CIGNA September 2001 - October 2002
CIGNA Group Insurance November 1992 - September 2001
Skills
Retirement Plan..., Personal Financial..., Investments, Retirement Planning, Retirement, Fixed Annuities, Series 7, IRAs, Uniform Combined State..., Employee Benefits, Defined Benefit, Financial Planners, Financial Services, Personal Finance, 403 b, Finance
Education
New York University 1982 — 1986
BFA, Film & Television
USAA June 2014 - Present
VALIC November 2010 - June 2014
Great West Retirement Services November 2009 - November 2010
Prudential Financial October 2002 - October 2009
CIGNA September 2001 - October 2002
CIGNA Group Insurance November 1992 - September 2001
Skills
Retirement Plan..., Personal Financial..., Investments, Retirement Planning, Retirement, Fixed Annuities, Series 7, IRAs, Uniform Combined State..., Employee Benefits, Defined Benefit, Financial Planners, Financial Services, Personal Finance, 403 b, Finance
Education
New York University 1982 — 1986
BFA, Film & Television
Chuck Lund's VALIC Experience August 2011 - May 2012
Job Commanding Officer at Coastal Riverine Squadron 11
Industry Financial Services
Experience
TATE, Inc June 2014 - Present
Coastal Riverine Squadron 11 June 2014 - Present
CORIVRON 11 December 2012 - May 2014
AAA Washington June 2012 - March 2014
VALIC August 2011 - May 2012
U.S. Navy June 1988 - November 2011
Allstate Insurance March 2003 - January 2009
MetLife 2009 - 2009
A.G. Edwards & Sons, Inc. April 1997 - March 2003
Skills
Program Management, Insurance, Leadership, Operations Management, Team Building, Budgets, Strategic Planning, Sales, Security, Military, Command, Navy, Operational Planning, Defense, Security Clearance, DoD, Intelligence Analysis, National Security, Military Experience, Aviation, Government, Military Operations, Weapons, Homeland Security, Aircraft, Intelligence, Organizational..., Counterterrorism, Top Secret, Military Training, Force Protection
Education
Naval Postgraduate School
University of Washington
TATE, Inc June 2014 - Present
Coastal Riverine Squadron 11 June 2014 - Present
CORIVRON 11 December 2012 - May 2014
AAA Washington June 2012 - March 2014
VALIC August 2011 - May 2012
U.S. Navy June 1988 - November 2011
Allstate Insurance March 2003 - January 2009
MetLife 2009 - 2009
A.G. Edwards & Sons, Inc. April 1997 - March 2003
Skills
Program Management, Insurance, Leadership, Operations Management, Team Building, Budgets, Strategic Planning, Sales, Security, Military, Command, Navy, Operational Planning, Defense, Security Clearance, DoD, Intelligence Analysis, National Security, Military Experience, Aviation, Government, Military Operations, Weapons, Homeland Security, Aircraft, Intelligence, Organizational..., Counterterrorism, Top Secret, Military Training, Force Protection
Education
Naval Postgraduate School
University of Washington
Dedric Jackson's VALIC Experience April 2009 - 2012
Job Naval Officer at US Navy
Industry Financial Services
Experience
US Navy 2012 - Present
VALIC April 2009 - 2012
UBS Wealth Management 2007 - 2008
UBS Wealth Management 2005 - 2008
Pepsi Bottling Ventures 2002 - 2005
US Navy 1994 - 2001
Skills
Windows 7, Microsoft..., Retirement Planning, Series 7, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Strategic Planning, Investment Strategies, Entrepreneurship, Business Strategy, Uniform Combined State..., Portfolio Management, Asset Managment, Fixed Annuities, Management, Estate Planning, Variable Annuities, Variable Products, Variable Life, Financial Planners, Personal Finance, Personal Financial..., Holistic Financial..., Military Logistics, Military Training, Operational Planning, Operations Management, Risk Management, Financial Risk..., Program Management, Program Management..., Team Building, Security Clearance, Logistics Management, International Logistics
Education
Norfolk State University
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, 3.2
US Navy Supply Corps School
Certification, Logistics, Materials, and Supply Chain Management
US Navy 2012 - Present
VALIC April 2009 - 2012
UBS Wealth Management 2007 - 2008
UBS Wealth Management 2005 - 2008
Pepsi Bottling Ventures 2002 - 2005
US Navy 1994 - 2001
Skills
Windows 7, Microsoft..., Retirement Planning, Series 7, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Strategic Planning, Investment Strategies, Entrepreneurship, Business Strategy, Uniform Combined State..., Portfolio Management, Asset Managment, Fixed Annuities, Management, Estate Planning, Variable Annuities, Variable Products, Variable Life, Financial Planners, Personal Finance, Personal Financial..., Holistic Financial..., Military Logistics, Military Training, Operational Planning, Operations Management, Risk Management, Financial Risk..., Program Management, Program Management..., Team Building, Security Clearance, Logistics Management, International Logistics
Education
Norfolk State University
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, 3.2
US Navy Supply Corps School
Certification, Logistics, Materials, and Supply Chain Management
Janine D. Stubbs, CFP®'s VALIC Experience February 2009 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2009 - Present
MHN Government Services (contracted by the US Department of Defense) August 2008 - January 2009
Raymond James Financial December 2006 - February 2008
Raymond James Financial April 2003 - December 2006
Raymond James Financial February 1999 - April 2003
Raymond James & Associates-Tampa Retail Office October 1996 - February 1999
Education
Middle Tennessee State University 1989 — 1993
BS
VALIC February 2009 - Present
MHN Government Services (contracted by the US Department of Defense) August 2008 - January 2009
Raymond James Financial December 2006 - February 2008
Raymond James Financial April 2003 - December 2006
Raymond James Financial February 1999 - April 2003
Raymond James & Associates-Tampa Retail Office October 1996 - February 1999
Education
Middle Tennessee State University 1989 — 1993
BS
Jason Grigg's VALIC Experience July 1998 - October 2000
Job Marketing & Sales Analytics Manager at GSFSGroup
Industry Automotive
Experience
GSFSGroup September 2012 - Present
GSFSGroup February 2008 - September 2012
GSFSGroup July 2006 - February 2008
GSFSGroup October 2000 - July 2006
VALIC July 1998 - October 2000
VALIC July 1997 - July 1998
VALIC July 1996 - July 1997
Skills
Analysis, Budgets, Business Development, Marketing, Process Improvement, Product Development, Analytics, Marketing Strategy, Customer Service, Business Strategy, Business Analysis, Microsoft Excel, PowerPoint, Project Planning, Communications Programs, Advertising, Call Center, Microsoft Powerpoint, Microsoft Sharepoint, Microsoft Publisher, Salesforce.com..., Sales, Strategic Planning
Education
Louisiana Tech University 1992 — 1996
Bachelor of Science (B.S.), Marketing
GSFSGroup September 2012 - Present
GSFSGroup February 2008 - September 2012
GSFSGroup July 2006 - February 2008
GSFSGroup October 2000 - July 2006
VALIC July 1998 - October 2000
VALIC July 1997 - July 1998
VALIC July 1996 - July 1997
Skills
Analysis, Budgets, Business Development, Marketing, Process Improvement, Product Development, Analytics, Marketing Strategy, Customer Service, Business Strategy, Business Analysis, Microsoft Excel, PowerPoint, Project Planning, Communications Programs, Advertising, Call Center, Microsoft Powerpoint, Microsoft Sharepoint, Microsoft Publisher, Salesforce.com..., Sales, Strategic Planning
Education
Louisiana Tech University 1992 — 1996
Bachelor of Science (B.S.), Marketing
Linda (Operations) Nila's VALIC Experience June 2012 - Present
Job Plan Coordinator at VALIC
Industry Financial Services
Experience
VALIC June 2012 - Present
Invesco Aim September 1995 - May 2012
Van Kampen Investments 1995 - 2010
Skills
Team Building, Coaching, Accounting, Direct Marketing, Leadership
Education
Northern Illinois University 1990 — 1995
Bachelor of Science (B.S.), Marketing
Northern Illinois UniversityB 1990 — 1995
Bachelor of Arts (B.A.), Spanish Translation
VALIC June 2012 - Present
Invesco Aim September 1995 - May 2012
Van Kampen Investments 1995 - 2010
Skills
Team Building, Coaching, Accounting, Direct Marketing, Leadership
Education
Northern Illinois University 1990 — 1995
Bachelor of Science (B.S.), Marketing
Northern Illinois UniversityB 1990 — 1995
Bachelor of Arts (B.A.), Spanish Translation
Brad Butcher's VALIC Experience 2003 - 2005
Job Manager Education and Advice at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2005 - Present
VALIC 2003 - 2005
Charles Schwab 1999 - February 2003
Charles Schwab 1997 - 1999
Charles Schwab 1992 - 1997
Skills
Retirement Planning, Management, Financial Services, Financial Planning, Finance, Retirement, Mutual Funds, Series 7, Investments, Portfolio Management, Series 63, Series 66
Education
Michigan State University 1986 — 1990
B.S., Finance
Charles Schwab September 2005 - Present
VALIC 2003 - 2005
Charles Schwab 1999 - February 2003
Charles Schwab 1997 - 1999
Charles Schwab 1992 - 1997
Skills
Retirement Planning, Management, Financial Services, Financial Planning, Finance, Retirement, Mutual Funds, Series 7, Investments, Portfolio Management, Series 63, Series 66
Education
Michigan State University 1986 — 1990
B.S., Finance
Jason Jodway's VALIC Experience August 2003 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2003 - Present
Banc One Securities Corporation February 2002 - August 2003
Maximum Financial February 2000 - February 2002
Skills
Retirement Planning, IRAs, Series 7, Mutual Funds, Wealth Management, Investments, Insurance, 401k, Retirement, New Business Development, Series 63, Team Building, Strategic Financial..., Fixed Annuities, Uniform Combined State..., Risk Management, 529 Plans, Investment Advisory, Asset Allocation, Valuation, 401k Rollovers, Investment Strategies, Financial Advisory, Saving for Education, Securities, Series 6, Estate Planning, Wealth, Financial Planners, Variable Annuities, Financial Planning, Portfolio Management, Financial Services, Finance, Life Insurance, Asset Management, Strategic Planning, Financial Analysis, Management, Customer Service, Employee Benefits, Equities, Pensions, Investment Management, Relationship Management, Fixed Income, Leadership, FINRA, Banking
Education
Northwood University 1993 — 1998
Bachelor's Degree, Banking and Financial Support Services
Grosse Pointe South
VALIC August 2003 - Present
Banc One Securities Corporation February 2002 - August 2003
Maximum Financial February 2000 - February 2002
Skills
Retirement Planning, IRAs, Series 7, Mutual Funds, Wealth Management, Investments, Insurance, 401k, Retirement, New Business Development, Series 63, Team Building, Strategic Financial..., Fixed Annuities, Uniform Combined State..., Risk Management, 529 Plans, Investment Advisory, Asset Allocation, Valuation, 401k Rollovers, Investment Strategies, Financial Advisory, Saving for Education, Securities, Series 6, Estate Planning, Wealth, Financial Planners, Variable Annuities, Financial Planning, Portfolio Management, Financial Services, Finance, Life Insurance, Asset Management, Strategic Planning, Financial Analysis, Management, Customer Service, Employee Benefits, Equities, Pensions, Investment Management, Relationship Management, Fixed Income, Leadership, FINRA, Banking
Education
Northwood University 1993 — 1998
Bachelor's Degree, Banking and Financial Support Services
Grosse Pointe South
David Creech's VALIC Experience February 1996 - Present
Job District Manager at VALIC
Industry Financial Services
Experience
VALIC February 1996 - Present
Skills
Mutual Funds, Fixed Annuities, Financial Advisory, Financial Planning, Finance, Life Insurance, Management, Retirement, Retirement Planning, 401k
Education
University of Oregon 1982 — 1984
MBA, Marketing, Statistics
Missouri State University 1979 — 1981
BA, Marketing
Jefferson College 1977 — 1979
AA, Business
Hillsboro High School 1974 — 1977
Diploma
VALIC February 1996 - Present
Skills
Mutual Funds, Fixed Annuities, Financial Advisory, Financial Planning, Finance, Life Insurance, Management, Retirement, Retirement Planning, 401k
Education
University of Oregon 1982 — 1984
MBA, Marketing, Statistics
Missouri State University 1979 — 1981
BA, Marketing
Jefferson College 1977 — 1979
AA, Business
Hillsboro High School 1974 — 1977
Diploma
Cassandra Van Horn Anderson's VALIC Experience July 2012 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2012 - Present
Wells Fargo Advisors January 1990 - July 2012
Skills
Management Consulting, Change Management, Portfolio Management, Organizational...
Education
Miami University 1985 — 1989
BA, International Studies/ Interdisciplinary Studies
VALIC July 2012 - Present
Wells Fargo Advisors January 1990 - July 2012
Skills
Management Consulting, Change Management, Portfolio Management, Organizational...
Education
Miami University 1985 — 1989
BA, International Studies/ Interdisciplinary Studies
Dana Effertz's VALIC Experience August 2010 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2010 - Present
RIVERSOURCE DISTRIBUTORS, INC October 2006 - April 2010
AMERIPRISE TRUST COMPANY June 2004 - October 2006
AMERIPRISE FINANCIAL ADVISORS, INC September 2003 - May 2004
U.S. BANCORP PIPER JAFFRAY February 2002 - November 2002
Private Advisory Services January 2000 - February 2002
DELPHI FINANCIAL CORPORATION August 1997 - January 2000
TRANSAMERICA FINANCIAL SERVICES March 1997 - July 1997
Skills
Investments, Wealth Management, Asset Allocation, Uniform Combined State..., Retirement Planning, Retirement, Portfolio Management, Saving for Education, Series 7, Financial Advisory, Mutual Funds, IRAs, Fixed Annuities, Investment Strategies, Securities, Motivation, Investment Advisory, ETFs
Education
University of St. Thomas - Opus College of Business 1999 — 2003
MBA, Corporate Finance
Minnesota State University, Moorhead 1989 — 1994
BS, Finance
VALIC August 2010 - Present
RIVERSOURCE DISTRIBUTORS, INC October 2006 - April 2010
AMERIPRISE TRUST COMPANY June 2004 - October 2006
AMERIPRISE FINANCIAL ADVISORS, INC September 2003 - May 2004
U.S. BANCORP PIPER JAFFRAY February 2002 - November 2002
Private Advisory Services January 2000 - February 2002
DELPHI FINANCIAL CORPORATION August 1997 - January 2000
TRANSAMERICA FINANCIAL SERVICES March 1997 - July 1997
Skills
Investments, Wealth Management, Asset Allocation, Uniform Combined State..., Retirement Planning, Retirement, Portfolio Management, Saving for Education, Series 7, Financial Advisory, Mutual Funds, IRAs, Fixed Annuities, Investment Strategies, Securities, Motivation, Investment Advisory, ETFs
Education
University of St. Thomas - Opus College of Business 1999 — 2003
MBA, Corporate Finance
Minnesota State University, Moorhead 1989 — 1994
BS, Finance
Chris Hubbs's VALIC Experience April 2009 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC April 2009 - Present
AIG SunAmerica May 2008 - February 2009
Morgan Keegan November 2003 - May 2008
Education
Northwestern State University
B.S., Business Administration
VALIC April 2009 - Present
AIG SunAmerica May 2008 - February 2009
Morgan Keegan November 2003 - May 2008
Education
Northwestern State University
B.S., Business Administration
Paul Schoenborn's VALIC Experience March 2008 - December 2009
Job Author
Industry Publishing
Experience
Paul Schoenborn Self employed October 2012 - Present
Rippln April 2013 - December 2013
Edward Jones March 2010 - October 2012
WorldVentures January 2010 - October 2012
VALIC March 2008 - December 2009
Three Rivers School District August 2002 - August 2007
Oakridge School District August 2001 - August 2002
Brookings Harbor School District August 1998 - August 2001
Ontario School District August 1983 - August 1998
Primerica Financial Services March 1978 - August 1983
Skills
Reading and Telling..., Administration, Time Management, Curriculum Design, Process Improvement, Staff Development, Teaching, Business Development, System Administration, Strategic Planning, Management, Social Networking, Customer Service, Leadership Development, Social Media
Education
University of Oregon 2005 — 2007
NA, Superintendency and Educational System Administration
Northwest Nazarene University 1992 — 1994
M. Ed., Elementary Education, Administration
Western Oregon University 1970 — 1974
Bachelor's degree, Elementary Education and Teaching
Paul Schoenborn Self employed October 2012 - Present
Rippln April 2013 - December 2013
Edward Jones March 2010 - October 2012
WorldVentures January 2010 - October 2012
VALIC March 2008 - December 2009
Three Rivers School District August 2002 - August 2007
Oakridge School District August 2001 - August 2002
Brookings Harbor School District August 1998 - August 2001
Ontario School District August 1983 - August 1998
Primerica Financial Services March 1978 - August 1983
Skills
Reading and Telling..., Administration, Time Management, Curriculum Design, Process Improvement, Staff Development, Teaching, Business Development, System Administration, Strategic Planning, Management, Social Networking, Customer Service, Leadership Development, Social Media
Education
University of Oregon 2005 — 2007
NA, Superintendency and Educational System Administration
Northwest Nazarene University 1992 — 1994
M. Ed., Elementary Education, Administration
Western Oregon University 1970 — 1974
Bachelor's degree, Elementary Education and Teaching
Bill Clair's VALIC Experience February 2012 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2012 - Present
The Woody Financial Group July 2009 - January 2012
Woody Financial Group 2009 - January 2012
Education
MidAmerica Nazarene University 1972 — 1976
MBA, Business
VALIC February 2012 - Present
The Woody Financial Group July 2009 - January 2012
Woody Financial Group 2009 - January 2012
Education
MidAmerica Nazarene University 1972 — 1976
MBA, Business
Jan Nilsen's VALIC Experience September 2006 - Present
Job at VALIC
Industry Financial Services
Experience
VALIC September 2006 - Present
CitiStreet 1994 - 2005
CitiStreet 1994 - 2005
Skills
Mutual Funds, Retirement Planning, Investments, Financial Services, Financial Advisory, Financial Planning, Asset Allocation, Life Insurance, Estate Planning, Retirement
Education
Long Island University, C.W. Post Campus 1985 — 1989
Xaverian High School
VALIC September 2006 - Present
CitiStreet 1994 - 2005
CitiStreet 1994 - 2005
Skills
Mutual Funds, Retirement Planning, Investments, Financial Services, Financial Advisory, Financial Planning, Asset Allocation, Life Insurance, Estate Planning, Retirement
Education
Long Island University, C.W. Post Campus 1985 — 1989
Xaverian High School
Arvella Collins's VALIC Experience 1995 - 2005
Job Legal Administration Specialist at OPM
Industry Government Administration
Experience
OPM October 2012 - September 2013
Financial Integrity Advisors, LLC March 2011 - September 2012
Nationwide Retirement Solutions April 2008 - February 2011
VALIC 1995 - 2005
Skills
Financial Planning, Leadership, Public Speaking, Retirement, Retirement Planning, Insurance, Finance, Strategic Planning
Education
College of Notre Dame of Maryland
Bachelor of Arts (B.A.), Finance, General
OPM October 2012 - September 2013
Financial Integrity Advisors, LLC March 2011 - September 2012
Nationwide Retirement Solutions April 2008 - February 2011
VALIC 1995 - 2005
Skills
Financial Planning, Leadership, Public Speaking, Retirement, Retirement Planning, Insurance, Finance, Strategic Planning
Education
College of Notre Dame of Maryland
Bachelor of Arts (B.A.), Finance, General
Tony Puente's VALIC Experience April 1996 - Present
Job Senior Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC April 1996 - Present
Skills
Retirement Planning, Retirement, Series 7, Wealth Management, Uniform Combined State..., Wealth Accumulation, Saving for Education, IRAs, Mutual Funds, Asset Allocation, Fixed Annuities, 401k Rollovers, Financial Advisory, Investment Strategies, Wealth, Financial Planners, Variable Annuities, Wealth Management..., Personal Financial..., Roth IRA, Pensions, Strategic Financial..., Income Protection, High Net Worth..., Retirement Plan..., Investment Management, Retirement Savings, Financial Goals, Investments, Separately Managed..., Qualified Retirement..., Portfolio Management, Asset Management, Series 6, 401k, FINRA, Bonds, 403 b, SEP IRA, Rollovers, Investment Advisory..., Simple IRA, Registered Investment..., Municipal Bonds, Financial Services, Term Life Insurance, Defined Contribution, Profit Sharing, Fixed Income, Whole Life
Education
Palm Beach Atlantic University 1984 — 1988
Bachelor of Arts (B.A.)
VALIC April 1996 - Present
Skills
Retirement Planning, Retirement, Series 7, Wealth Management, Uniform Combined State..., Wealth Accumulation, Saving for Education, IRAs, Mutual Funds, Asset Allocation, Fixed Annuities, 401k Rollovers, Financial Advisory, Investment Strategies, Wealth, Financial Planners, Variable Annuities, Wealth Management..., Personal Financial..., Roth IRA, Pensions, Strategic Financial..., Income Protection, High Net Worth..., Retirement Plan..., Investment Management, Retirement Savings, Financial Goals, Investments, Separately Managed..., Qualified Retirement..., Portfolio Management, Asset Management, Series 6, 401k, FINRA, Bonds, 403 b, SEP IRA, Rollovers, Investment Advisory..., Simple IRA, Registered Investment..., Municipal Bonds, Financial Services, Term Life Insurance, Defined Contribution, Profit Sharing, Fixed Income, Whole Life
Education
Palm Beach Atlantic University 1984 — 1988
Bachelor of Arts (B.A.)
Carol Rodgers-Rivir, CFP®'s VALIC Experience December 2005 - October 2012
Job CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
AXA Advisors November 2012 - Present
Huff Realty October 2005 - Present
VALIC December 2005 - October 2012
J.P. Morgan June 2003 - August 2005
Merrill Lynch March 2000 - June 2003
Skills
Financial Analysis, Real Estate, Series 63, Mutual Funds, Investment Advisory, IRAs, Asset Allocation, Strategic Financial..., Investment Strategies, Financial Advisory, Series 6, Retirement Planning
Education
Thomas More College 1998 — 2000
Masters, Business Administration
Northern Kentucky University 1989 — 1994
BS, Marketing
AXA Advisors November 2012 - Present
Huff Realty October 2005 - Present
VALIC December 2005 - October 2012
J.P. Morgan June 2003 - August 2005
Merrill Lynch March 2000 - June 2003
Skills
Financial Analysis, Real Estate, Series 63, Mutual Funds, Investment Advisory, IRAs, Asset Allocation, Strategic Financial..., Investment Strategies, Financial Advisory, Series 6, Retirement Planning
Education
Thomas More College 1998 — 2000
Masters, Business Administration
Northern Kentucky University 1989 — 1994
BS, Marketing
Brandon Shaughnessy's VALIC Experience March 2012 - June 2014
Job Vice President, Career Distribution Wholesaling at AIG
Industry Financial Services
Experience
AIG July 2014 - Present
VALIC March 2012 - June 2014
VALIC September 2007 - March 2012
Skills
Strategic Financial..., Series 6, Microsoft Excel, Investment Advisory, Retirement, Series 7, Wealth Management, Customer Service, Asset Management, 401k, Retirement Planning, Financial Services, Mutual Funds, Training, Fixed Annuities, Series 63, Uniform Combined State..., Life Insurance, Asset Allocation, Estate Planning, Disability Insurance, Investments, Financial Advisory, Investment Strategies, Long-term Care, IRAs, Securities, Insurance, Portfolio Management
Education
Ohio University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
State University of New York at Buffalo 1997 — 2001
Bachelor of Arts (B.A.), History
AIG July 2014 - Present
VALIC March 2012 - June 2014
VALIC September 2007 - March 2012
Skills
Strategic Financial..., Series 6, Microsoft Excel, Investment Advisory, Retirement, Series 7, Wealth Management, Customer Service, Asset Management, 401k, Retirement Planning, Financial Services, Mutual Funds, Training, Fixed Annuities, Series 63, Uniform Combined State..., Life Insurance, Asset Allocation, Estate Planning, Disability Insurance, Investments, Financial Advisory, Investment Strategies, Long-term Care, IRAs, Securities, Insurance, Portfolio Management
Education
Ohio University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
State University of New York at Buffalo 1997 — 2001
Bachelor of Arts (B.A.), History
Carol Rodgers-Rivir's VALIC Experience November 2005 - Present
Job Financial Advisor at VALIC
Industry
Experience
VALIC November 2005 - Present
Huff Realty October 2005 - Present
Education
Thomas More College 1998 — 2000
MBA, Business Administration
Northern Kentucky University 1989 — 1994
BS, Marketing
VALIC November 2005 - Present
Huff Realty October 2005 - Present
Education
Thomas More College 1998 — 2000
MBA, Business Administration
Northern Kentucky University 1989 — 1994
BS, Marketing
Laura Gorton's VALIC Experience June 2004 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC June 2004 - Present
Skills
Retirement Planning, Building Relationships, Hold Series 7, Integrity, Technically Strong, College Education..., Retirement, Customer Service, Long-term Care
Education
Oregon State University 1982 — 1987
Bachelor of Science (BS), Industrial/Manufacturing Engineering
VALIC June 2004 - Present
Skills
Retirement Planning, Building Relationships, Hold Series 7, Integrity, Technically Strong, College Education..., Retirement, Customer Service, Long-term Care
Education
Oregon State University 1982 — 1987
Bachelor of Science (BS), Industrial/Manufacturing Engineering
Tina Leonard's VALIC Experience February 2008 - Present
Job Sr. Pension Administrator at VALIC
Industry Financial Services
Experience
VALIC February 2008 - Present
Skills
Retirement, Pensions
Education
University of New Orleans 1971 — 1976
Mathematics, Probability and Statistics
Louisiana State University 1972 — 1974
VALIC February 2008 - Present
Skills
Retirement, Pensions
Education
University of New Orleans 1971 — 1976
Mathematics, Probability and Statistics
Louisiana State University 1972 — 1974
Aaron Calder's VALIC Experience September 2011 - June 2012
Job Geneseo, IL
Industry Financial Services
Experience
First Midwest Bank February 2015 - September 2015
Busey Bank October 2012 - November 2014
VALIC September 2011 - June 2012
Chase Bank September 2005 - August 2011
Skills
Customer Service, Banking, Telephone Skills, Financial Planning, Cash Flow, Customer Satisfaction, Investments, Mortgage Lending, Cash Management, Sales, Finance, Credit, Small Business Lending, Consumer Lending, Retail Banking, Commercial Banking, Commercial Lending, Mortgage Banking, Refinance, Management, Leadership, Loans, Team Building, Risk Management, Credit Analysis
Education
Monmouth College 1999 — 2003
Bachelor of Arts, Business Administration
Henry-Senachwine High School 1995 — 1999
Diploma
First Midwest Bank February 2015 - September 2015
Busey Bank October 2012 - November 2014
VALIC September 2011 - June 2012
Chase Bank September 2005 - August 2011
Skills
Customer Service, Banking, Telephone Skills, Financial Planning, Cash Flow, Customer Satisfaction, Investments, Mortgage Lending, Cash Management, Sales, Finance, Credit, Small Business Lending, Consumer Lending, Retail Banking, Commercial Banking, Commercial Lending, Mortgage Banking, Refinance, Management, Leadership, Loans, Team Building, Risk Management, Credit Analysis
Education
Monmouth College 1999 — 2003
Bachelor of Arts, Business Administration
Henry-Senachwine High School 1995 — 1999
Diploma
Casey Quinn's VALIC Experience November 2011 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC November 2011 - Present
Skills
Retirement Planning, Employee Benefits, Asset, Strategic Planning, Series 7, Retirement, Wealth Management, Mutual Funds, Fixed Annuities, Strategic Financial..., Series 63, Asset Allocation, Life Insurance, Investments, Finance, Disability Insurance
Education
Oakland University 1996 — 2002
Bachelor's degree, Management Information Systems, General
VALIC November 2011 - Present
Skills
Retirement Planning, Employee Benefits, Asset, Strategic Planning, Series 7, Retirement, Wealth Management, Mutual Funds, Fixed Annuities, Strategic Financial..., Series 63, Asset Allocation, Life Insurance, Investments, Finance, Disability Insurance
Education
Oakland University 1996 — 2002
Bachelor's degree, Management Information Systems, General
Melissa Sayles's VALIC Experience 2006 - 2008
Job Regional Recruiter at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America Financial RepresentativeModern Woodmen of AmericaMay 2012 - September 2012
Sayles Insurance and Financial May 2011 - May 2012
VALIC 2006 - 2008
Skills
Sales, Marketing, Customer Service, Leadership, Insurance, Team Building, Event Planning, Public Speaking, Finance, Disability Insurance
Education
Michigan State University 1998 — 2003
Bachelor of Science (B.S.), Microbiology and Immunology
Modern Woodmen of America Financial RepresentativeModern Woodmen of AmericaMay 2012 - September 2012
Sayles Insurance and Financial May 2011 - May 2012
VALIC 2006 - 2008
Skills
Sales, Marketing, Customer Service, Leadership, Insurance, Team Building, Event Planning, Public Speaking, Finance, Disability Insurance
Education
Michigan State University 1998 — 2003
Bachelor of Science (B.S.), Microbiology and Immunology
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
Judy Dugan's VALIC Experience 2000 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
VALIC 2000 - 2012
Oak-Lawn Hometown SD#123 September 1968 - June 2000
Education
Northern Illinois University 1966 — 1967
Master's degree, Elementary Education and Teaching, Junior High
Northern Illinois University 1962 — 1966
Bachelor's degree, Elementary Education and Teaching, Junior High
VALIC 2000 - 2012
Oak-Lawn Hometown SD#123 September 1968 - June 2000
Education
Northern Illinois University 1966 — 1967
Master's degree, Elementary Education and Teaching, Junior High
Northern Illinois University 1962 — 1966
Bachelor's degree, Elementary Education and Teaching, Junior High
Jeri Boston's VALIC Experience 2011 - 2013
Job Licensed Operations Assistant
Industry Financial Services
Experience
KMS Financial Services, Inc. August 2014 - Present
VALIC 2011 - 2013
CUNA Mutual Group January 2008 - October 2011
Nike January 2001 - October 2006
Skills
Series 7, Series 66
Education
Oregon State University
Bachelor of Science (B.S.), Merchanding Management and Business Administration
Portland State University
Business Administration and Management, General
KMS Financial Services, Inc. August 2014 - Present
VALIC 2011 - 2013
CUNA Mutual Group January 2008 - October 2011
Nike January 2001 - October 2006
Skills
Series 7, Series 66
Education
Oregon State University
Bachelor of Science (B.S.), Merchanding Management and Business Administration
Portland State University
Business Administration and Management, General
Elizabeth Herndon's VALIC Experience March 2007 - Present
Job Marketing Supervisor at VALIC
Industry Financial Services
Experience
VALIC March 2007 - Present
VALIC July 2001 - March 2007
Skills
Marketing, Management, Event Planning, Email Marketing, Sales
Education
Virginia Commonwealth University 2000 — 2001
Master's degree, Social Work
Meredith College 1996 — 2000
Bachelor of Arts (B.A.), Social Work
VALIC March 2007 - Present
VALIC July 2001 - March 2007
Skills
Marketing, Management, Event Planning, Email Marketing, Sales
Education
Virginia Commonwealth University 2000 — 2001
Master's degree, Social Work
Meredith College 1996 — 2000
Bachelor of Arts (B.A.), Social Work
Calvin Fleischer's VALIC Experience March 1991 - August 2012
Job Senior Partner/Financial Advisor at FMS Financial Planning
Industry Financial Services
Experience
FMS Financial Planning August 2012 - Present
VALIC March 1991 - August 2012
Bismarck, ND March 1973 - April 1991
Education
Middle Tennessee State University 1969 — 1972
Master of Science, Natural Sciences
Dickinson State University 1963 — 1967
Bachelor of Science, Mathematics
FMS Financial Planning August 2012 - Present
VALIC March 1991 - August 2012
Bismarck, ND March 1973 - April 1991
Education
Middle Tennessee State University 1969 — 1972
Master of Science, Natural Sciences
Dickinson State University 1963 — 1967
Bachelor of Science, Mathematics
Sharron Johnson's VALIC Experience December 1998 - March 2015
Job Operations Manager at VALIC
Industry Financial Services
Experience
VALIC December 1998 - March 2015
FedEx Express February 1987 - December 1997
Skills
Process Improvement, Call Centers, Team Building, Management, Leadership, Mutual Funds, Strategic Financial..., Series 7, Risk Management, Operations Management, Investments, Insurance, Portfolio Management, Financial Services, Securities, Asset Management, Vendor Management, Wealth Management, Financial Analysis, Customer Service
Education
LeTourneau University 2005 — 2015
Master of Business Administration (M.B.A.), Aministration and Management
LeTourneau University 2004 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
VALIC December 1998 - March 2015
FedEx Express February 1987 - December 1997
Skills
Process Improvement, Call Centers, Team Building, Management, Leadership, Mutual Funds, Strategic Financial..., Series 7, Risk Management, Operations Management, Investments, Insurance, Portfolio Management, Financial Services, Securities, Asset Management, Vendor Management, Wealth Management, Financial Analysis, Customer Service
Education
LeTourneau University 2005 — 2015
Master of Business Administration (M.B.A.), Aministration and Management
LeTourneau University 2004 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Laura Gorton's VALIC Experience June 2004 - Present
Job Financial Planner at VALIC
Industry Financial Services
Experience
VALIC June 2004 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Investment Advisory, Investments, Series 7, Financial Advisory, Asset Allocation, Investment Strategies, Fixed Annuities, Portfolio Management, Pensions, Series 63, Financial Planners, Wealth, Securities, Wealth Accumulation, Financial Planning
Education
Oregon State University 1982 — 1987
Industrial Engineering MECOP Option
VALIC June 2004 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Investment Advisory, Investments, Series 7, Financial Advisory, Asset Allocation, Investment Strategies, Fixed Annuities, Portfolio Management, Pensions, Series 63, Financial Planners, Wealth, Securities, Wealth Accumulation, Financial Planning
Education
Oregon State University 1982 — 1987
Industrial Engineering MECOP Option
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO