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
Adrienne Medina Adrienne Medina's VALIC Experience July 1991 - Present
Job Implementation Consultant at VALIC
Industry Financial Services
Experience
VALIC July 1991 - Present
VALIC July 1991 - Present
Skills
Mutual Funds, Wealth Management, Investments, Series 7, Securities, Strategic Financial..., Portfolio Management, Retirement Planning, Retirement, Asset Allocation, Equities, Asset Management, Series 63, Fixed Income, Financial Services, Fixed Annuities
Education
San Jacinto College 2006 — 2009
Business Administration and Management, General
VALIC July 1991 - Present
VALIC July 1991 - Present
Skills
Mutual Funds, Wealth Management, Investments, Series 7, Securities, Strategic Financial..., Portfolio Management, Retirement Planning, Retirement, Asset Allocation, Equities, Asset Management, Series 63, Fixed Income, Financial Services, Fixed Annuities
Education
San Jacinto College 2006 — 2009
Business Administration and Management, General
Alexandria Johnson Alexandria Johnson's VALIC Experience March 2014 - Present
Job Customer Consultant at The Body Shop
Industry Financial Services
Experience
The Body Shop May 2015 - Present
VALIC March 2014 - Present
ASUW Associated Students of the University of Washington September 2013 - Present
YouTube January 2012 - Present
University of Washington September 2013 - March 2014
Oaks Amusement Park June 2013 - September 2013
Skills
Customer Service..., Patience, Organization, Video Production, Video Editing, Barista Training, Cashiering, Agilenet, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media Blogging, Social Media...
Education
Portland State University 2014 — 2016
Bachelor of Arts (B.A.), English Language and Literature, General; Gender, Women, and Sexuality Studies
University of Washington 2012 — 2014
English Language and Literature, General
The Body Shop May 2015 - Present
VALIC March 2014 - Present
ASUW Associated Students of the University of Washington September 2013 - Present
YouTube January 2012 - Present
University of Washington September 2013 - March 2014
Oaks Amusement Park June 2013 - September 2013
Skills
Customer Service..., Patience, Organization, Video Production, Video Editing, Barista Training, Cashiering, Agilenet, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media Blogging, Social Media...
Education
Portland State University 2014 — 2016
Bachelor of Arts (B.A.), English Language and Literature, General; Gender, Women, and Sexuality Studies
University of Washington 2012 — 2014
English Language and Literature, General
Stacy L. Brown Stacy L. Brown's VALIC Experience 2002 - 2004
Job Operations Consultant at AIG Life & Retirement
Industry Insurance
Experience
American General Life Companies is now part of the AIG Family! June 2014 - Present
American General Life Companies August 2012 - June 2014
American General Life Companies February 2007 - October 2012
American General Life Companies June 2006 - February 2007
American General Life Companies March 2005 - June 2006
VALIC 2002 - 2004
Skills
Operational Consulting, PowerPoint, Webinars, Insurance, Consulting, Process Improvement, Management, Analysis, Marketing, Life Insurance, Training, Customer Relations, Customer Service, Underwriting, Sales, Operational Efficiency, Fixed Annuities, Universal Life, Retirement, Term Life Insurance, Employee Benefits, Team Building, Financial Services, Brokers, Retirement Planning, 401k, Series 6, Series 63, General Insurance, Risk Management, Financial Planners, Mutual Funds, Management Consulting, Business Analysis, Leadership, Account Management, Strategic Planning, Financial Planning
Education
Stephen F. Austin State University 1997 — 2001
BA, Psychology, Business
American General Life Companies is now part of the AIG Family! June 2014 - Present
American General Life Companies August 2012 - June 2014
American General Life Companies February 2007 - October 2012
American General Life Companies June 2006 - February 2007
American General Life Companies March 2005 - June 2006
VALIC 2002 - 2004
Skills
Operational Consulting, PowerPoint, Webinars, Insurance, Consulting, Process Improvement, Management, Analysis, Marketing, Life Insurance, Training, Customer Relations, Customer Service, Underwriting, Sales, Operational Efficiency, Fixed Annuities, Universal Life, Retirement, Term Life Insurance, Employee Benefits, Team Building, Financial Services, Brokers, Retirement Planning, 401k, Series 6, Series 63, General Insurance, Risk Management, Financial Planners, Mutual Funds, Management Consulting, Business Analysis, Leadership, Account Management, Strategic Planning, Financial Planning
Education
Stephen F. Austin State University 1997 — 2001
BA, Psychology, Business
Drew Herman Drew Herman's VALIC Experience May 2009 - November 2010
Job Manager, Sales Operations and Administration
Industry Information Services
Experience
Market Track July 2012 - Present
VALIC May 2009 - November 2010
VALIC December 2008 - May 2009
AIG Retirement December 2004 - December 2008
AIG VALIC April 2004 - December 2004
Danbee Investigations August 2002 - October 2003
Proudfoot Reports, Inc April 1994 - August 2002
Skills
Recognized for coaching..., Adept at analyzing and..., Hiring, Coaching, Administration, Microsoft Office, Problem Solving, Supervisory Skills, Excel, Budgeting, Team Building, Team Leadership, Word, Mentoring, Interviewing, Policy, Scheduling, Process Scheduler, Budgets, Human Resources, Time Management, Analysis, Program Management, Access, Management, Customer Service, Salesforce.com, Payroll, Sales Operations, Vendor Management, Marketing, Call Centers, Account Management, Recruiting, Teamwork, Onboarding, Outlook, Strategic Planning, Market Research, Process Improvement, Sales, Employee Relations, Customer Satisfaction, CRM, Operations Management, Strategy, Customer Retention, Social Networking, Interviews
Education
State University of New York College at Plattsburgh 1988 — 1992
BA, Mass Media-Communications
Market Track July 2012 - Present
VALIC May 2009 - November 2010
VALIC December 2008 - May 2009
AIG Retirement December 2004 - December 2008
AIG VALIC April 2004 - December 2004
Danbee Investigations August 2002 - October 2003
Proudfoot Reports, Inc April 1994 - August 2002
Skills
Recognized for coaching..., Adept at analyzing and..., Hiring, Coaching, Administration, Microsoft Office, Problem Solving, Supervisory Skills, Excel, Budgeting, Team Building, Team Leadership, Word, Mentoring, Interviewing, Policy, Scheduling, Process Scheduler, Budgets, Human Resources, Time Management, Analysis, Program Management, Access, Management, Customer Service, Salesforce.com, Payroll, Sales Operations, Vendor Management, Marketing, Call Centers, Account Management, Recruiting, Teamwork, Onboarding, Outlook, Strategic Planning, Market Research, Process Improvement, Sales, Employee Relations, Customer Satisfaction, CRM, Operations Management, Strategy, Customer Retention, Social Networking, Interviews
Education
State University of New York College at Plattsburgh 1988 — 1992
BA, Mass Media-Communications
Bruce Gekko, CFP®'s VALIC Experience August 1985 - December 2000
Job Agency Principal at Allstate Financial
Industry Financial Services
Experience
Allstate August 2010 - Present
Allstate July 2007 - December 2010
Allstate Financial December 2005 - July 2007
VALIC August 1985 - December 2000
Education
Skidmore College
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
UCLA Extension
Professional Designation in Personal Financial Planning
Allstate August 2010 - Present
Allstate July 2007 - December 2010
Allstate Financial December 2005 - July 2007
VALIC August 1985 - December 2000
Education
Skidmore College
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
UCLA Extension
Professional Designation in Personal Financial Planning
Joanne Jarvis Joanne Jarvis's VALIC Experience January 2003 - January 2013
Job CFO AIG Financial Distributors at AIG Life and Retirement
Industry Financial Services
Experience
AIG Life and Retirement January 2013 - Present
VALIC January 2003 - January 2013
VALIC November 1998 - January 2003
Bank of America November 1993 - October 1998
JPMorgan Chase September 1983 - September 1993
Skills
Strategic Financial..., Management, Finance, Financial Modeling, Analysis
Education
State University of New York College at Plattsburgh
AIG Life and Retirement January 2013 - Present
VALIC January 2003 - January 2013
VALIC November 1998 - January 2003
Bank of America November 1993 - October 1998
JPMorgan Chase September 1983 - September 1993
Skills
Strategic Financial..., Management, Finance, Financial Modeling, Analysis
Education
State University of New York College at Plattsburgh
Shaun Narine Shaun Narine's VALIC Experience June 2006 - August 2006
Job Fraud Investigator at EY
Industry Accounting
Experience
EY April 2012 - Present
BNY Mellon December 2007 - April 2012
VALIC June 2006 - August 2006
Skills
Microsoft SQL Server, Splunk, InvestOne, Microsoft Office, Bloomberg Terminal
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Bachelor of Science (BS), Finance, General
EY April 2012 - Present
BNY Mellon December 2007 - April 2012
VALIC June 2006 - August 2006
Skills
Microsoft SQL Server, Splunk, InvestOne, Microsoft Office, Bloomberg Terminal
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Bachelor of Science (BS), Finance, General
Samantha Wisnoski Samantha Wisnoski's VALIC Experience May 2010 - June 2012
Job Senior Administrative Assistant at Anadarko Petroleum Corporation
Industry Oil & Energy
Experience
Anadarko Petroleum Corporation June 2013 - Present
Pacific Summit Energy, LLC (Sumitomo Corportation of America) June 2012 - 2013
VALIC May 2010 - June 2012
VALIC May 2010 - June 2012
CC Plus, Inc June 2007 - May 2010
Bentwater Yacht & Country Club November 2005 - June 2007
Skills
QuickBooks, Finance, Payroll, Training, Retirement Planning, Sales, Invoicing, Microsoft Office, Financial Services, Tax, Telephone Skills, Retail, Retirement, Mutual Funds, Wealth Management, Strategic Financial..., Fixed Annuities, Investments, Series 63, Financial Analysis, Life Insurance
Education
Sam Houston State University 2006 — 2010
Bachelor of Business Administration (BBA), Business & Finance
Tomball Community College (Lonestar) 2003 — 2005
Bachelor's of Arts; Associate Degree, General Business; General Business
Anadarko Petroleum Corporation June 2013 - Present
Pacific Summit Energy, LLC (Sumitomo Corportation of America) June 2012 - 2013
VALIC May 2010 - June 2012
VALIC May 2010 - June 2012
CC Plus, Inc June 2007 - May 2010
Bentwater Yacht & Country Club November 2005 - June 2007
Skills
QuickBooks, Finance, Payroll, Training, Retirement Planning, Sales, Invoicing, Microsoft Office, Financial Services, Tax, Telephone Skills, Retail, Retirement, Mutual Funds, Wealth Management, Strategic Financial..., Fixed Annuities, Investments, Series 63, Financial Analysis, Life Insurance
Education
Sam Houston State University 2006 — 2010
Bachelor of Business Administration (BBA), Business & Finance
Tomball Community College (Lonestar) 2003 — 2005
Bachelor's of Arts; Associate Degree, General Business; General Business
David Rayburn David Rayburn's VALIC Experience September 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC September 2014 - Present
PremierWest Bank/AmericanWest Bank February 2006 - September 2013
Washington Mutual Bank November 2004 - February 2006
Skills
Business Development, Loans, Mortgage Lending, Budgets, Sales, Microsoft Excel, Consumer Lending, Customer Service, Credit, Banking, Small Business Lending, Branch Management, Commercial Lending, Financial Analysis, Underwriting, Commercial Banking, Credit Analysis, Refinance, Loan Origination, Lines Of Credit, Cross Selling, FHA, Construction Loans, Retail Banking, Asset Based Lending, Mortgage Banking, Home Equity Loans, USDA, Credit Risk
Education
Southern Oregon University 1987 — 1998
B.S, Business Management
Medford Senior High School 1983 — 1985
High School Diploma
VALIC September 2014 - Present
PremierWest Bank/AmericanWest Bank February 2006 - September 2013
Washington Mutual Bank November 2004 - February 2006
Skills
Business Development, Loans, Mortgage Lending, Budgets, Sales, Microsoft Excel, Consumer Lending, Customer Service, Credit, Banking, Small Business Lending, Branch Management, Commercial Lending, Financial Analysis, Underwriting, Commercial Banking, Credit Analysis, Refinance, Loan Origination, Lines Of Credit, Cross Selling, FHA, Construction Loans, Retail Banking, Asset Based Lending, Mortgage Banking, Home Equity Loans, USDA, Credit Risk
Education
Southern Oregon University 1987 — 1998
B.S, Business Management
Medford Senior High School 1983 — 1985
High School Diploma
Cody Lachner's VALIC Experience August 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2014 - Present
Skills
Retirement Planning, Financial Planning, Investment Advisory, Microsoft Excel, Budgets, Financial Management, Sales, Economics, Finance, Marketing, Social Networking
Education
Purdue University - Krannert School of Management 2010 — 2014
Bachelor of Science (BS), Economics
VALIC August 2014 - Present
Skills
Retirement Planning, Financial Planning, Investment Advisory, Microsoft Excel, Budgets, Financial Management, Sales, Economics, Finance, Marketing, Social Networking
Education
Purdue University - Krannert School of Management 2010 — 2014
Bachelor of Science (BS), Economics
Miata Johnson Miata Johnson's VALIC Experience March 2014 - Present
Job Scheduling Clerk at VALIC
Industry Retail
Experience
VALIC March 2014 - Present
Best Buy February 2012 - December 2013
American Reads September 2010 - March 2012
Crate & Barrel September 2008 - January 2011
Skills
Retail, Customer Service, Store Management, Visual Merchandising, Merchandising, Sales, Retail Sales, Inventory Management, Time Management, Customer Satisfaction, Microsoft Office, Leadership, Training, PowerPoint, Team Building, Coaching, Microsoft Word, Microsoft Excel, Event Planning, Social Media
Education
Southern Illinois University, Edwardsville 2009 — 2013
Bachelor of Science (BS), Counseling Psychology
VALIC March 2014 - Present
Best Buy February 2012 - December 2013
American Reads September 2010 - March 2012
Crate & Barrel September 2008 - January 2011
Skills
Retail, Customer Service, Store Management, Visual Merchandising, Merchandising, Sales, Retail Sales, Inventory Management, Time Management, Customer Satisfaction, Microsoft Office, Leadership, Training, PowerPoint, Team Building, Coaching, Microsoft Word, Microsoft Excel, Event Planning, Social Media
Education
Southern Illinois University, Edwardsville 2009 — 2013
Bachelor of Science (BS), Counseling Psychology
Monica Bacon, CFP Monica Bacon, CFP's VALIC Experience February 1998 - May 2012
Job Senior Financial Advisor, O'Donnell Financial Group
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC December 2013 - Present
Securities America, Inc. Member FINRA/SIPC May 2012 - November 2013
VALIC February 1998 - May 2012
Liberty Financial Services October 1988 - February 1998
Education
University of Santa Clara 1968 — 1970
Bachelor of Science (B.S.), Business
Schiller College, Germany 1967 — 1968
University of Southern California 1966 — 1967
Music
Securities America, Inc. Member FINRA/SIPC December 2013 - Present
Securities America, Inc. Member FINRA/SIPC May 2012 - November 2013
VALIC February 1998 - May 2012
Liberty Financial Services October 1988 - February 1998
Education
University of Santa Clara 1968 — 1970
Bachelor of Science (B.S.), Business
Schiller College, Germany 1967 — 1968
University of Southern California 1966 — 1967
Music
Jeremy Gilbreath Jeremy Gilbreath's VALIC Experience January 2005 - January 2008
Job Sales Manager
Industry Building Materials
Experience
Premier Surfaces September 2014 - Present
Jim's Formal Wear Co. February 2008 - June 2014
VALIC January 2005 - January 2008
Skills
Sales, IBM AS/400, Inventory Management, Sales Management, Retail, Inventory Control, Sales Operations, Marketing, Customer Service, Merchandising, Budgets, Outside Sales, Strategic Planning, Team Leadership, Customer Satisfaction, Business Development, Training, Analysis, Sales Process, Process Improvement
Education
Piedmont College 1999 — 2001
Bachelor's degree, Business Administration and Management, General
The University of Georgia 1997 — 1999
Business Management
Premier Surfaces September 2014 - Present
Jim's Formal Wear Co. February 2008 - June 2014
VALIC January 2005 - January 2008
Skills
Sales, IBM AS/400, Inventory Management, Sales Management, Retail, Inventory Control, Sales Operations, Marketing, Customer Service, Merchandising, Budgets, Outside Sales, Strategic Planning, Team Leadership, Customer Satisfaction, Business Development, Training, Analysis, Sales Process, Process Improvement
Education
Piedmont College 1999 — 2001
Bachelor's degree, Business Administration and Management, General
The University of Georgia 1997 — 1999
Business Management
Don Jurgens's VALIC Experience June 1988 - October 2000
Job National Sales Director, Core Government Markets at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement June 2014 - Present
ICMA-RC October 2002 - May 2014
Northern Trust Retirement Consulting October 2000 - October 2002
VALIC June 1988 - October 2000
Skills
Defined Benefit, Retirement, Defined Contribution, Series 63, Mutual Funds, Retirement Planning, New Business Development, Sales, 401k, Investments, Relationship Management, Asset Allocation, Sales Management, Investment Sales, Series 7, Series 24, Consultant Relations
Education
Purdue University
BA
EMPOWER Retirement June 2014 - Present
ICMA-RC October 2002 - May 2014
Northern Trust Retirement Consulting October 2000 - October 2002
VALIC June 1988 - October 2000
Skills
Defined Benefit, Retirement, Defined Contribution, Series 63, Mutual Funds, Retirement Planning, New Business Development, Sales, 401k, Investments, Relationship Management, Asset Allocation, Sales Management, Investment Sales, Series 7, Series 24, Consultant Relations
Education
Purdue University
BA
Pat St.Cin Pat St.Cin's VALIC Experience April 2014 - Present
Job Financial Advisor at VALIC
Industry Photography
Experience
VALIC April 2014 - Present
Broker Dealer October 2008 - April 2014
None 1983 - 2014
Zygo Corporation 1995 - 2007
Exion Technology 1991 - 1995
Skills
Customer Service, Digital Photography, Photoshop, Microsoft Office, Microsoft Word, Photography, Microsoft Excel, Team Building, Leadership, Team Leadership, Teaching, Illustrator, Management, Strategic Planning, Program Management, Sales Management, Adobe Creative Suite, Small Business, PowerPoint, Graphic Design, Public Speaking
Education
Rochester Institute of Technology 1980 — 1983
Bachelor of Science (BS), Photographic Science & Instrumentation
VALIC April 2014 - Present
Broker Dealer October 2008 - April 2014
None 1983 - 2014
Zygo Corporation 1995 - 2007
Exion Technology 1991 - 1995
Skills
Customer Service, Digital Photography, Photoshop, Microsoft Office, Microsoft Word, Photography, Microsoft Excel, Team Building, Leadership, Team Leadership, Teaching, Illustrator, Management, Strategic Planning, Program Management, Sales Management, Adobe Creative Suite, Small Business, PowerPoint, Graphic Design, Public Speaking
Education
Rochester Institute of Technology 1980 — 1983
Bachelor of Science (BS), Photographic Science & Instrumentation
Fellini Walker Fellini Walker's VALIC Experience January 2000 - January 2003
Job District Manager at Transamerica Agency Network
Industry Financial Services
Experience
Transamerica Agency Network October 2013 - Present
Western & Southern Life January 2003 - October 2013
VALIC January 2000 - January 2003
VALIC January 1999 - December 1999
Skills
Investments, 401k Sales, Insurance Sales, Intergenerational..., Sales Management, Group Benefit Plans, Fixed Annuities, Sales, Insurance, Life Insurance, Disability Insurance, 401k, Employee Benefits, Financial Planners, Financial Services, Health Insurance, Leadership, Long-term Care, Mutual Funds, Recruiting, Retirement, Retirement Planning, Series 6, Small Business, Strategic Financial..., Term Life Insurance, Training, Whole Life
Education
Prairie View A&M University 1988 — 1993
Business, Finance
Prairie View A&M University
Transamerica Agency Network October 2013 - Present
Western & Southern Life January 2003 - October 2013
VALIC January 2000 - January 2003
VALIC January 1999 - December 1999
Skills
Investments, 401k Sales, Insurance Sales, Intergenerational..., Sales Management, Group Benefit Plans, Fixed Annuities, Sales, Insurance, Life Insurance, Disability Insurance, 401k, Employee Benefits, Financial Planners, Financial Services, Health Insurance, Leadership, Long-term Care, Mutual Funds, Recruiting, Retirement, Retirement Planning, Series 6, Small Business, Strategic Financial..., Term Life Insurance, Training, Whole Life
Education
Prairie View A&M University 1988 — 1993
Business, Finance
Prairie View A&M University
Brandy Bishop's VALIC Experience June 2005 - December 2005
Job
Industry Marketing and Advertising
Experience
Sam Houston State University August 2014 - Present
Valassis January 2006 - Present
VALIC June 2005 - December 2005
Invesco US August 2003 - June 2005
Manpower April 2003 - August 2003
Turbine Air June 2000 - April 2001
Skills
Highly motivated..., Customer Service, Multi Tasking, Event Planning, Strategic Planning, Project Planning, Project Management, Time Management, Organization, Mutual Funds, Direct Mail, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Office Administration, Internal Audit, Quality Auditing, Data Analysis, Data Entry, Social Skills, Diversity & Inclusion
Education
Sam Houston State University 1995 — 2000
Business Administration and Management, General
Sam Houston State University August 2014 - Present
Valassis January 2006 - Present
VALIC June 2005 - December 2005
Invesco US August 2003 - June 2005
Manpower April 2003 - August 2003
Turbine Air June 2000 - April 2001
Skills
Highly motivated..., Customer Service, Multi Tasking, Event Planning, Strategic Planning, Project Planning, Project Management, Time Management, Organization, Mutual Funds, Direct Mail, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Office Administration, Internal Audit, Quality Auditing, Data Analysis, Data Entry, Social Skills, Diversity & Inclusion
Education
Sam Houston State University 1995 — 2000
Business Administration and Management, General
Ele Hawthorne, MBA's VALIC Experience November 2013 - Present
Job Financial Advisor at VALIC Financial Advisors, Inc
Industry Investment Management
Experience
VALIC November 2013 - Present
D&E Hawthorne Group LLC October 2005 - Present
Edward Jones October 2012 - September 2013
Houston-Galveston Area Council March 2008 - May 2012
Donovan & Watkins February 2007 - March 2008
Warner Hicks LLC February 2004 - January 2005
Houston Housing Authority January 2003 - January 2004
Pelican Importing & Exporting July 2002 - December 2003
Japan Enhanced Network Services, JENS January 2000 - February 2002
Denny's 1992 - 1994
Skills
Risk Management, Team Building, Data Analysis, SAP, Accounting, Operations Management, Administration, Telecommunications..., Access, Team Leadership, Customer Service, Program Management, System Administration, Process Improvement, Management, Analysis, Strategic Planning, Marketing, Start-ups, Government, Policy, Entrepreneurship, Project Planning, Marketing Strategy, Nonprofits, Negotiation, Microsoft Office, Strategy, Leadership, Budgets, Finance, Contract Negotiation, Project Management, Consulting, Sales, Business Development, Microsoft Excel, New Business Development, Small Business, Financial Analysis, Networking, Leadership Development, Proposal Writing
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), E-Commerce/Electronic Commerce
University of Houston-Downtown 1996 — 1998
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Sewanee-The University of the South 1990 — 1992
Economics
VALIC November 2013 - Present
D&E Hawthorne Group LLC October 2005 - Present
Edward Jones October 2012 - September 2013
Houston-Galveston Area Council March 2008 - May 2012
Donovan & Watkins February 2007 - March 2008
Warner Hicks LLC February 2004 - January 2005
Houston Housing Authority January 2003 - January 2004
Pelican Importing & Exporting July 2002 - December 2003
Japan Enhanced Network Services, JENS January 2000 - February 2002
Denny's 1992 - 1994
Skills
Risk Management, Team Building, Data Analysis, SAP, Accounting, Operations Management, Administration, Telecommunications..., Access, Team Leadership, Customer Service, Program Management, System Administration, Process Improvement, Management, Analysis, Strategic Planning, Marketing, Start-ups, Government, Policy, Entrepreneurship, Project Planning, Marketing Strategy, Nonprofits, Negotiation, Microsoft Office, Strategy, Leadership, Budgets, Finance, Contract Negotiation, Project Management, Consulting, Sales, Business Development, Microsoft Excel, New Business Development, Small Business, Financial Analysis, Networking, Leadership Development, Proposal Writing
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), E-Commerce/Electronic Commerce
University of Houston-Downtown 1996 — 1998
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Sewanee-The University of the South 1990 — 1992
Economics
Michael Erbaio, MBA Michael Erbaio, MBA's VALIC Experience 2012 - 2013
Job Senior Relationship Manager at Shamrock Asset Management
Industry Wholesale
Experience
Shamrock Asset Management May 2014 - Present
ECV - Erbaio Capital Ventures Inc. August 2013 - Present
TIAA-CREF February 2013 - August 2013
VALIC 2012 - 2013
Fidelity Investments December 2005 - July 2012
Legg Mason 2004 - 2005
Wealth Enhancement Group March 2004 - September 2004
The Ayco Company, L.P. February 1996 - March 2004
ADP 1995 - 1996
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Finance, Mutual Funds, Fixed Annuities, Florida Life, Health..., Investment Planning, Retirement, Asset Allocation, 401k, Strategic Financial..., Securities, Investment Advisory, Financial Planning
Education
University of Miami - School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
Siena College 1993 — 1995
Bachelor of Arts (B.A.), History
Lakeland High School
Shamrock Asset Management May 2014 - Present
ECV - Erbaio Capital Ventures Inc. August 2013 - Present
TIAA-CREF February 2013 - August 2013
VALIC 2012 - 2013
Fidelity Investments December 2005 - July 2012
Legg Mason 2004 - 2005
Wealth Enhancement Group March 2004 - September 2004
The Ayco Company, L.P. February 1996 - March 2004
ADP 1995 - 1996
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Finance, Mutual Funds, Fixed Annuities, Florida Life, Health..., Investment Planning, Retirement, Asset Allocation, 401k, Strategic Financial..., Securities, Investment Advisory, Financial Planning
Education
University of Miami - School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
Siena College 1993 — 1995
Bachelor of Arts (B.A.), History
Lakeland High School
Gary Trinklein's VALIC Experience March 1990 - February 1991
Job Product Development Architect at BMC Software
Industry Computer Software
Experience
BMC Software July 2005 - Present
BMC Software May 2002 - July 2005
BMC Software February 1998 - April 2002
United Space Alliance July 1996 - February 1998
Unisys March 1992 - June 1996
ARCO March 1991 - February 1992
VALIC March 1990 - February 1991
Shell Oil Company October 1986 - February 1990
First Interstate Bank March 1982 - September 1986
Southwest Bancshares September 1980 - December 1981
Skills
Java, Software Development, XML, Unix, C++, Software Project..., Software Design, Software Engineering, Requirements Analysis, Requirements Gathering, MS Project, IMS DB/DC, DB2, z/OS, Solaris, Web Services, AIX, Databases, IBM AIX
Education
Pittsburg State University 1974 — 1978
Computer Science
BMC Software July 2005 - Present
BMC Software May 2002 - July 2005
BMC Software February 1998 - April 2002
United Space Alliance July 1996 - February 1998
Unisys March 1992 - June 1996
ARCO March 1991 - February 1992
VALIC March 1990 - February 1991
Shell Oil Company October 1986 - February 1990
First Interstate Bank March 1982 - September 1986
Southwest Bancshares September 1980 - December 1981
Skills
Java, Software Development, XML, Unix, C++, Software Project..., Software Design, Software Engineering, Requirements Analysis, Requirements Gathering, MS Project, IMS DB/DC, DB2, z/OS, Solaris, Web Services, AIX, Databases, IBM AIX
Education
Pittsburg State University 1974 — 1978
Computer Science
Heather Moffo Heather Moffo's VALIC Experience February 2002 - September 2003
Job Federal Products Specialist at LRP Publications
Industry Publishing
Experience
LRP Publications July 2014 - Present
Integrated Access Corporation October 2007 - July 2014
Re/Max Services, Inc. January 2007 - February 2008
Prudential Fox Roach January 2006 - January 2007
VALIC February 2002 - September 2003
Hartsrings February 1998 - January 2000
Skills
Account Management, Salesforce.com, B2B, Sales Presentations, Direct Sales, Sales Operations, Cold Calling, Sales Process, CRM, Sales Management, Sales
Education
Philadelphia University
BS, Marketing/Fashion Apparel Management
LRP Publications July 2014 - Present
Integrated Access Corporation October 2007 - July 2014
Re/Max Services, Inc. January 2007 - February 2008
Prudential Fox Roach January 2006 - January 2007
VALIC February 2002 - September 2003
Hartsrings February 1998 - January 2000
Skills
Account Management, Salesforce.com, B2B, Sales Presentations, Direct Sales, Sales Operations, Cold Calling, Sales Process, CRM, Sales Management, Sales
Education
Philadelphia University
BS, Marketing/Fashion Apparel Management
Diane Buckley Diane Buckley's VALIC Experience January 2008 - December 2008
Job Graduate Pioneer Pacific College
Industry Law Practice
Experience
Shapiro & Sutherland March 2014 - Present
VALIC January 2008 - December 2008
Skills
Research, English, Data Entry, Teamwork, Access, Inventory Management, Legal Research, Sales, Retail, Outlook, Microsoft Word, Administrative..., PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Legal Writing, Westlaw, Telephone Skills, Securities, Fax, Wordperfect, Trials, Public Speaking
Education
Pioneer Pacific College 2012 — 2013
Associate's degree, Paralegal/Legal Assistant
Shapiro & Sutherland March 2014 - Present
VALIC January 2008 - December 2008
Skills
Research, English, Data Entry, Teamwork, Access, Inventory Management, Legal Research, Sales, Retail, Outlook, Microsoft Word, Administrative..., PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Legal Writing, Westlaw, Telephone Skills, Securities, Fax, Wordperfect, Trials, Public Speaking
Education
Pioneer Pacific College 2012 — 2013
Associate's degree, Paralegal/Legal Assistant
BJ Foster BJ Foster's VALIC Experience March 2006 - September 2009
Job All Pro Dad Content Manager
Industry Writing and Editing
Experience
Family First April 2014 - Present
Young Life March 2010 - February 2014
VALIC March 2006 - September 2009
International Foundation January 2001 - November 2005
Skills
Budgets, Direct Sales, Event Management, Leadership, Retirement Planning, Sales, Social Networking, Theology, Training, Volunteer Management, Youth Ministry
Education
Shippensburg University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Family First April 2014 - Present
Young Life March 2010 - February 2014
VALIC March 2006 - September 2009
International Foundation January 2001 - November 2005
Skills
Budgets, Direct Sales, Event Management, Leadership, Retirement Planning, Sales, Social Networking, Theology, Training, Volunteer Management, Youth Ministry
Education
Shippensburg University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Don Goldstein Don Goldstein's VALIC Experience 2006 - Present
Job Vice President at Valic
Industry Financial Services
Experience
Valic 2006 - Present
Citistreet January 1988 - December 2005
Skills
Coaching, Public Speaking, Client Retention, Sales Management, Series 7, Series 24, Series 66, Series 63, Sales Operations, Sales Presentations, Sales Process, Defined Contribution, NAF, Retirement, 401k, Customer Retention, Relationship Management, Management, Leadership, Retirement Planning, New Business Development, Retirement Plan..., Investment Advisory, Executive Management, Mutual Funds, Series 6, Finance, Fixed Annuities, Business Planning, Financial Advisory, Asset Allocation, Defined Benefit, Series 65, Mergers & Acquisitions, Wealth Management, FINRA, Uniform Combined State...
Education
State University of New York College at Cortland
BA, Business
Valic 2006 - Present
Citistreet January 1988 - December 2005
Skills
Coaching, Public Speaking, Client Retention, Sales Management, Series 7, Series 24, Series 66, Series 63, Sales Operations, Sales Presentations, Sales Process, Defined Contribution, NAF, Retirement, 401k, Customer Retention, Relationship Management, Management, Leadership, Retirement Planning, New Business Development, Retirement Plan..., Investment Advisory, Executive Management, Mutual Funds, Series 6, Finance, Fixed Annuities, Business Planning, Financial Advisory, Asset Allocation, Defined Benefit, Series 65, Mergers & Acquisitions, Wealth Management, FINRA, Uniform Combined State...
Education
State University of New York College at Cortland
BA, Business
Katie Wadley Katie Wadley's VALIC Experience March 2009 - July 2011
Job Drafting Coordinator at Back Office Drafting, LLC
Industry Financial Services
Experience
Back Office Drafting, LLC May 2014 - Present
The Law Offices of Hoyt & Bryan, LLC June 2011 - June 2014
VALIC March 2009 - July 2011
Northwestern Mutual November 2007 - April 2009
Skills
Estate Planning, Public Speaking, Microsoft Office, Fixed Annuities, Strategic Financial..., Retirement Planning, Strategic Planning, Negotiation, Disability Insurance, Retirement, Insurance, Microsoft Excel, Financial Advisory, PowerPoint, Life Insurance, Customer Service, Term Life Insurance, Investments, Employee Benefits, Bonds, Pensions, Training, Risk Management, Mutual Funds, Process Improvement, Defined Benefit, Social Networking, 401k, Series 7, Small Business, Brokers, Personal Finance, Series 63, Real Estate, Marketing, Investment Advisory, Finance, Wealth Management, Liability, Financial Planners, Investment Strategies, General Insurance, Marketing Strategy, IRAs, Asset Management, Health Insurance, Sales, Asset, Securities, Financial Services
Education
University of North Florida 2005 — 2009
Bachelor of Business Administration, Financial Services
Valencia Community College 2004 — 2005
Dual Enrollment
Seminole Community College 2003 — 2004
Dual Enrollment
Back Office Drafting, LLC May 2014 - Present
The Law Offices of Hoyt & Bryan, LLC June 2011 - June 2014
VALIC March 2009 - July 2011
Northwestern Mutual November 2007 - April 2009
Skills
Estate Planning, Public Speaking, Microsoft Office, Fixed Annuities, Strategic Financial..., Retirement Planning, Strategic Planning, Negotiation, Disability Insurance, Retirement, Insurance, Microsoft Excel, Financial Advisory, PowerPoint, Life Insurance, Customer Service, Term Life Insurance, Investments, Employee Benefits, Bonds, Pensions, Training, Risk Management, Mutual Funds, Process Improvement, Defined Benefit, Social Networking, 401k, Series 7, Small Business, Brokers, Personal Finance, Series 63, Real Estate, Marketing, Investment Advisory, Finance, Wealth Management, Liability, Financial Planners, Investment Strategies, General Insurance, Marketing Strategy, IRAs, Asset Management, Health Insurance, Sales, Asset, Securities, Financial Services
Education
University of North Florida 2005 — 2009
Bachelor of Business Administration, Financial Services
Valencia Community College 2004 — 2005
Dual Enrollment
Seminole Community College 2003 — 2004
Dual Enrollment
Ryan Carson Ryan Carson's VALIC Experience May 2015 - Present
Job Financial Advisor, Valic Advisors
Industry Financial Services
Experience
VALIC May 2015 - Present
JP Morgan Chase Bank N.A. November 2014 - May 2015
JPMorgan Chase July 2013 - May 2015
JPMorgan Chase September 2011 - May 2015
NitroFill Inc. December 2010 - August 2011
Tire Kingdom May 2010 - December 2010
Premier Dealer Services September 2007 - October 2009
The Performance Institute January 2006 - August 2007
Nietech Corporation August 2004 - October 2005
Skills
Financial Planning, Communication, Client Relations, Sales, Project Management, Marketing, Business Process..., Cross-functional Team..., Sales Management, Product Marketing, Product Management, Product Planning, Vendor Relationship..., Business Development, Budget Analysis, Management, Operations Management, Team Training, Team Building, Insurance, Negotiation, Training, Risk Management, Forecasting
Education
University of California, Santa Barbara 2001 — 2003
BA, Business Economics
San Diego State University-California State University 1999 — 2001
VALIC May 2015 - Present
JP Morgan Chase Bank N.A. November 2014 - May 2015
JPMorgan Chase July 2013 - May 2015
JPMorgan Chase September 2011 - May 2015
NitroFill Inc. December 2010 - August 2011
Tire Kingdom May 2010 - December 2010
Premier Dealer Services September 2007 - October 2009
The Performance Institute January 2006 - August 2007
Nietech Corporation August 2004 - October 2005
Skills
Financial Planning, Communication, Client Relations, Sales, Project Management, Marketing, Business Process..., Cross-functional Team..., Sales Management, Product Marketing, Product Management, Product Planning, Vendor Relationship..., Business Development, Budget Analysis, Management, Operations Management, Team Training, Team Building, Insurance, Negotiation, Training, Risk Management, Forecasting
Education
University of California, Santa Barbara 2001 — 2003
BA, Business Economics
San Diego State University-California State University 1999 — 2001
Stephanie Goins Stephanie Goins's VALIC Experience November 2011 - Present
Job Sales/Marketing at Distinctive Solutions, Inc
Industry Public Relations and Communications
Experience
VALIC November 2011 - Present
Distinctive Solutions, Inc May 2011 - November 2011
University Relations Office at Radford University January 2011 - June 2011
Aldo Group May 2009 - August 2009
The Maryland Zoo in Baltimore May 2008 - August 2008
Skills
Public Speaking, Customer Service, Sales, Microsoft Office, Social Media, Public Relations, Marketing Communications, Time Management, PowerPoint, Facebook, Marketing, Press Releases, Microsoft Excel, Microsoft Word, Fashion, Social Media Marketing
Education
University of Maryland University College 2014 — 2016
Master's Degree, Cyber Security, 3.4
Radford University 2007 — 2011
BS, Communication with a concentration in Public Relations
VALIC November 2011 - Present
Distinctive Solutions, Inc May 2011 - November 2011
University Relations Office at Radford University January 2011 - June 2011
Aldo Group May 2009 - August 2009
The Maryland Zoo in Baltimore May 2008 - August 2008
Skills
Public Speaking, Customer Service, Sales, Microsoft Office, Social Media, Public Relations, Marketing Communications, Time Management, PowerPoint, Facebook, Marketing, Press Releases, Microsoft Excel, Microsoft Word, Fashion, Social Media Marketing
Education
University of Maryland University College 2014 — 2016
Master's Degree, Cyber Security, 3.4
Radford University 2007 — 2011
BS, Communication with a concentration in Public Relations
Kelly Romano's VALIC Experience 2010 - 2012
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. 2014 - Present
Charter One Bank 2013 - 2014
PNC 2012 - 2013
VALIC 2010 - 2012
Education
Seattle University
J.P. Morgan Chase Bank, N.A. 2014 - Present
Charter One Bank 2013 - 2014
PNC 2012 - 2013
VALIC 2010 - 2012
Education
Seattle University
Ryan Swindell Ryan Swindell's VALIC Experience February 2008 - Present
Job Senior Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2008 - Present
Merrill Lynch January 2005 - August 2006
Skills
Holistic Financial..., Personal Financial..., Investment Strategies, Separately Managed..., Mutual Funds, Life Insurance, Retirement Planning, Qualified Retirement..., Asset Allocation, Portfolio Management, Estate Planning, Managed Money
Education
Samford University 1998 — 2002
Bachelor's of Science, Business Administration, Management and Operations
VALIC February 2008 - Present
Merrill Lynch January 2005 - August 2006
Skills
Holistic Financial..., Personal Financial..., Investment Strategies, Separately Managed..., Mutual Funds, Life Insurance, Retirement Planning, Qualified Retirement..., Asset Allocation, Portfolio Management, Estate Planning, Managed Money
Education
Samford University 1998 — 2002
Bachelor's of Science, Business Administration, Management and Operations
Jeffrey Kusterer Jeffrey Kusterer's VALIC Experience May 2008 - March 2010
Job Regional Director at Financial Products LLC.
Industry Financial Services
Experience
Financial Products LLC March 2010 - Present
VALIC May 2008 - March 2010
Merrill Lynch January 2005 - December 2007
Sun Life Financial March 2004 - December 2004
AllianceBernstein February 1994 - March 2004
Skills
Structured Products, Sales, Investments, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Derivatives, Fixed Annuities, Retirement, Commodity, Marketing, Series 7, Asset Allocation, Series 63, Wealth Management, Investment Advisory, Securities, Fixed Income, ETFs
Education
SUNY Oswego 1985 — 1989
Bachelor's degree, Economics
Financial Products LLC March 2010 - Present
VALIC May 2008 - March 2010
Merrill Lynch January 2005 - December 2007
Sun Life Financial March 2004 - December 2004
AllianceBernstein February 1994 - March 2004
Skills
Structured Products, Sales, Investments, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Derivatives, Fixed Annuities, Retirement, Commodity, Marketing, Series 7, Asset Allocation, Series 63, Wealth Management, Investment Advisory, Securities, Fixed Income, ETFs
Education
SUNY Oswego 1985 — 1989
Bachelor's degree, Economics
Keith Fenstad Keith Fenstad's VALIC Experience April 1995 - March 1997
Job Partner / Director of Financial Planning, CCO at Tanglewood Wealth Management, Inc.
Industry Investment Management
Experience
Tanglewood Wealth Management, Inc. March 2002 - Present
Morgan Stanley April 2000 - March 2002
Mercer Global Advisors March 1997 - April 2000
VALIC April 1995 - March 1997
American Express Financial Advisors 1993 - 1995
Education
University of Houston 1998 — 1999
Certificate, Personal Financial Planning
Sam Houston State University 1989 — 1993
BBA, Finance
Tanglewood Wealth Management, Inc. March 2002 - Present
Morgan Stanley April 2000 - March 2002
Mercer Global Advisors March 1997 - April 2000
VALIC April 1995 - March 1997
American Express Financial Advisors 1993 - 1995
Education
University of Houston 1998 — 1999
Certificate, Personal Financial Planning
Sam Houston State University 1989 — 1993
BBA, Finance
Larry DeThomasis Larry DeThomasis's VALIC Experience February 2012 - Present
Job Financial Advisor at VALIC
Industry Marketing and Advertising
Experience
VALIC February 2012 - Present
LocalEdge October 2010 - June 2011
Skills
Finance, Financial Analysis, Corporate Finance, Financial Accounting, Operations Management, Team Management, Account Management, Strategic Financial..., Personal Finance, Investment Strategies, Investment Advisory, Direct Sales, Series 7, Life & Health Insurance..., General Securities...
Education
Siena College
VALIC February 2012 - Present
LocalEdge October 2010 - June 2011
Skills
Finance, Financial Analysis, Corporate Finance, Financial Accounting, Operations Management, Team Management, Account Management, Strategic Financial..., Personal Finance, Investment Strategies, Investment Advisory, Direct Sales, Series 7, Life & Health Insurance..., General Securities...
Education
Siena College
Michelle Tortorella Michelle Tortorella's VALIC Experience March 2015 - Present
Job Communications Consultant
Industry Public Relations and Communications
Experience
VALIC March 2015 - Present
VALIC April 2014 - March 2015
NEXT Financial Group, Inc. August 2013 - April 2014
Muscle Cars of Texas 2011 - April 2014
NEXT Financial Group, Inc. August 2011 - August 2013
Encore Magazine May 2011 - August 2011
Center for Democratic Deliberation October 2010 - July 2011
The State Theatre January 2011 - May 2011
PRSSA September 2010 - May 2011
Happy Valley Communications August 2010 - May 2011
Skills
Cision, Press Releases, Ap Style, Social Media, Blogging, Copy Editing, Public Speaking, Microsoft Office, SEO, Outlook, Project Planning, Media Relations, Public Relations, Facebook, Social Media Marketing, Event Planning, Editing, Press Kits, Social Media Measurement, Publicity, Strategic Communications, Corporate Communications, Marketing, Advertising, AP Style, Fundraising, Internal Communications
Education
Penn State University 2007 — 2011
BA, Public Relations
VALIC March 2015 - Present
VALIC April 2014 - March 2015
NEXT Financial Group, Inc. August 2013 - April 2014
Muscle Cars of Texas 2011 - April 2014
NEXT Financial Group, Inc. August 2011 - August 2013
Encore Magazine May 2011 - August 2011
Center for Democratic Deliberation October 2010 - July 2011
The State Theatre January 2011 - May 2011
PRSSA September 2010 - May 2011
Happy Valley Communications August 2010 - May 2011
Skills
Cision, Press Releases, Ap Style, Social Media, Blogging, Copy Editing, Public Speaking, Microsoft Office, SEO, Outlook, Project Planning, Media Relations, Public Relations, Facebook, Social Media Marketing, Event Planning, Editing, Press Kits, Social Media Measurement, Publicity, Strategic Communications, Corporate Communications, Marketing, Advertising, AP Style, Fundraising, Internal Communications
Education
Penn State University 2007 — 2011
BA, Public Relations
Andrew Gartrell Andrew Gartrell's VALIC Experience August 2009 - November 2009
Job Regional Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2011 - Present
Smartgrowth Funds November 2009 - July 2011
VALIC August 2009 - November 2009
First American Funds September 2007 - July 2009
Lincoln Financial Distributors March 2007 - September 2007
Evergreen Investments March 1996 - March 2007
Calvert Investments 1993 - 1995
Calvert Investments 1993 - 1995
Skills
Asset Allocation, Series 7, ETFs, Series 63, Alternative Investments, Annuities, Wholesaling, FINRA
Education
Queens University of Charlotte 1988 — 1992
Bethesda Chevy Chase High Shool 1984 — 1988
Principal Financial Group July 2011 - Present
Smartgrowth Funds November 2009 - July 2011
VALIC August 2009 - November 2009
First American Funds September 2007 - July 2009
Lincoln Financial Distributors March 2007 - September 2007
Evergreen Investments March 1996 - March 2007
Calvert Investments 1993 - 1995
Calvert Investments 1993 - 1995
Skills
Asset Allocation, Series 7, ETFs, Series 63, Alternative Investments, Annuities, Wholesaling, FINRA
Education
Queens University of Charlotte 1988 — 1992
Bethesda Chevy Chase High Shool 1984 — 1988
H Scott Apley H Scott Apley's VALIC Experience February 2010 - October 2010
Job Financial Advisor at VALIC
Industry Financial Services
Experience
United Protective Services October 2010 - August 2012
VALIC February 2010 - October 2010
Ameriprise Financial Services, Inc. January 2009 - April 2009
Ameriprise Financial August 2008 - January 2009
Accor Hotels October 2005 - May 2008
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Fixed Annuities, Estate Planning, Asset Managment, Series 7, Investments, Life Insurance, Insurance, Portfolio Management, Financial Analysis, Risk Management, Employee Benefits, Leadership, Training, Management, Time Management, Asset Management, Recruiting, Financial Planning
Education
Sam Houston State University 1994 — 1999
United Protective Services October 2010 - August 2012
VALIC February 2010 - October 2010
Ameriprise Financial Services, Inc. January 2009 - April 2009
Ameriprise Financial August 2008 - January 2009
Accor Hotels October 2005 - May 2008
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Fixed Annuities, Estate Planning, Asset Managment, Series 7, Investments, Life Insurance, Insurance, Portfolio Management, Financial Analysis, Risk Management, Employee Benefits, Leadership, Training, Management, Time Management, Asset Management, Recruiting, Financial Planning
Education
Sam Houston State University 1994 — 1999
David Quast's VALIC Experience February 2011 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2011 - Present
ING June 1999 - December 2010
Skills
Finance, Mutual Funds, Financial Services, Insurance, Retirement Planning, Investments, Variable Annuities, Series 7, Series 63
Education
Rensselaer Polytechnic Institute at Hartford 1993 — 1997
MS, MBA, Management
The University of the Arts 1984 — 1988
BFA, Acting
VALIC February 2011 - Present
ING June 1999 - December 2010
Skills
Finance, Mutual Funds, Financial Services, Insurance, Retirement Planning, Investments, Variable Annuities, Series 7, Series 63
Education
Rensselaer Polytechnic Institute at Hartford 1993 — 1997
MS, MBA, Management
The University of the Arts 1984 — 1988
BFA, Acting
Bob Russ Bob Russ's VALIC Experience April 2001 - April 2007
Job Accounting Professional
Industry Financial Services
Experience
American National Insurance September 2009 - May 2014
MGL Consulting Corp April 2007 - December 2008
VALIC April 2001 - April 2007
AIG VALIC March 2000 - April 2001
AIG VALIC 1998 - 2000
Metro Networks January 1996 - August 1998
American Capital Insurance 1994 - 1996
Philadelphia American Life Insurance 1992 - 1994
Baytank (Houston), Inc. 1987 - 1991
Baytank (Houston), Inc. 1983 - 1987
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley, Insurance Accounting, SAP, BPC, Consolidations, Accounting, Management, Financial Statements, Budgets
Education
St. Francis University 1977 — 1981
BS, Accounting
American National Insurance September 2009 - May 2014
MGL Consulting Corp April 2007 - December 2008
VALIC April 2001 - April 2007
AIG VALIC March 2000 - April 2001
AIG VALIC 1998 - 2000
Metro Networks January 1996 - August 1998
American Capital Insurance 1994 - 1996
Philadelphia American Life Insurance 1992 - 1994
Baytank (Houston), Inc. 1987 - 1991
Baytank (Houston), Inc. 1983 - 1987
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley, Insurance Accounting, SAP, BPC, Consolidations, Accounting, Management, Financial Statements, Budgets
Education
St. Francis University 1977 — 1981
BS, Accounting
Kyle B. Jackson Kyle B. Jackson's VALIC Experience March 2010 - November 2011
Job Annuity Consultant at InsurMark
Industry Financial Services
Experience
InsurMark March 2014 - Present
The Annexus Group March 2014 - March 2015
NEXT Financial Group, Inc. September 2012 - March 2014
VALIC March 2010 - November 2011
The Realty Group September 2008 - January 2010
Van Kampen Funds January 2003 - April 2008
Education
Rochester Institute of Technology
InsurMark March 2014 - Present
The Annexus Group March 2014 - March 2015
NEXT Financial Group, Inc. September 2012 - March 2014
VALIC March 2010 - November 2011
The Realty Group September 2008 - January 2010
Van Kampen Funds January 2003 - April 2008
Education
Rochester Institute of Technology
Gregg Libutti's VALIC Experience Managing DirectorMetLifeOctober 2005 - August 2007
Job New England District Manager at AIG/VALIC
Industry Financial Services
Experience
VALIC Managing DirectorMetLifeOctober 2005 - August 2007
CitiStreet September 1998 - October 2005
Nationwide Financial August 1993 - September 1998
Skills
401k, Series 7, Retirement, Financial Advisory, Retirement Planning, Mutual Funds, Wealth Management, Series 6, Fixed Annuities, Series 63, Asset Allocation, Pensions, Investment Advisory
Education
Rollins College 1985 — 1989
Bachelors, Economics
Moses Brown School 1980 — 1985
VALIC Managing DirectorMetLifeOctober 2005 - August 2007
CitiStreet September 1998 - October 2005
Nationwide Financial August 1993 - September 1998
Skills
401k, Series 7, Retirement, Financial Advisory, Retirement Planning, Mutual Funds, Wealth Management, Series 6, Fixed Annuities, Series 63, Asset Allocation, Pensions, Investment Advisory
Education
Rollins College 1985 — 1989
Bachelors, Economics
Moses Brown School 1980 — 1985
Kleiman, Marc Kleiman, Marc's VALIC Experience July 2011 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2011 - Present
Edward Jones 2004 - 2011
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Fixed Annuities, Series 63, Financial Advisory
Education
State University of New York College at Geneseo 1982 — 1984
Bachelor of Arts (BA), Broadcast Journalism & Finance
University of Miami 1977 — 1979
Bachelor's degree, Radio and Television Broadcasting Technology/Technician
VALIC July 2011 - Present
Edward Jones 2004 - 2011
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Fixed Annuities, Series 63, Financial Advisory
Education
State University of New York College at Geneseo 1982 — 1984
Bachelor of Arts (BA), Broadcast Journalism & Finance
University of Miami 1977 — 1979
Bachelor's degree, Radio and Television Broadcasting Technology/Technician
Matt Gilbride's VALIC Experience November 2009 - March 2015
Job Regional Vice President, VOYA Financial Advisors
Industry Financial Services
Experience
Voya Financial May 2015 - Present
VALIC November 2009 - March 2015
VALIC December 2008 - November 2009
VALIC February 1999 - December 2008
Skills
Wealth Management, Series 7, Sales, FINRA, Investments, Securities, Retirement Planning, Team Leadership, Sales Operations, Fixed Annuities, Series 6, Mutual Funds, Series 63, Retirement, Employee Benefits, Strategic Financial..., Finance, 401k, Sales Management, Estate Planning, Asset Management, Leadership
Education
Sam Houston State University
Finance
Voya Financial May 2015 - Present
VALIC November 2009 - March 2015
VALIC December 2008 - November 2009
VALIC February 1999 - December 2008
Skills
Wealth Management, Series 7, Sales, FINRA, Investments, Securities, Retirement Planning, Team Leadership, Sales Operations, Fixed Annuities, Series 6, Mutual Funds, Series 63, Retirement, Employee Benefits, Strategic Financial..., Finance, 401k, Sales Management, Estate Planning, Asset Management, Leadership
Education
Sam Houston State University
Finance
Doug Sonnenberg Doug Sonnenberg's VALIC Experience May 1993 - December 2005
Job Financial Advisor at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2015 - Present
New England Financial 2007 - Present
Sun Mountain Financial January 2014 - July 2015
Strategic Wealth Associates June 2008 - December 2013
VALIC May 1993 - December 2005
AIG Retirement 1993 - 2005
American General Life Companies 1993 - 2005
Skills
Retirement Planning, Retirement, Life Insurance, Succession Planning, Risk Management, Strategic Financial..., Disability Insurance, Securities, Investment Advisory, Finance, Asset Management, Wealth, Series 7, Strategy, Long Term Care Insurance, Small Business, Strategic Planning, 401k, Financial Services, Series 63, Estate Planning, Business Planning, Investments, IRAs, Mutual Funds, Wealth Management, Fixed Annuities, Financial Advisory, Uniform Combined State...
Education
San Diego State University-California State University 1989 — 1993
Finance
San Diego State University-California State University 1989 — 1993
Finance
Prudential Financial July 2015 - Present
New England Financial 2007 - Present
Sun Mountain Financial January 2014 - July 2015
Strategic Wealth Associates June 2008 - December 2013
VALIC May 1993 - December 2005
AIG Retirement 1993 - 2005
American General Life Companies 1993 - 2005
Skills
Retirement Planning, Retirement, Life Insurance, Succession Planning, Risk Management, Strategic Financial..., Disability Insurance, Securities, Investment Advisory, Finance, Asset Management, Wealth, Series 7, Strategy, Long Term Care Insurance, Small Business, Strategic Planning, 401k, Financial Services, Series 63, Estate Planning, Business Planning, Investments, IRAs, Mutual Funds, Wealth Management, Fixed Annuities, Financial Advisory, Uniform Combined State...
Education
San Diego State University-California State University 1989 — 1993
Finance
San Diego State University-California State University 1989 — 1993
Finance
Kennisha Allen, MBA Kennisha Allen, MBA's VALIC Experience June 2013 - Present
Job Business Analyst/Project Management at VALIC
Industry Financial Services
Experience
VALIC June 2013 - Present
VALIC December 2012 - June 2013
VALIC February 2012 - December 2012
United Space Alliance April 2002 - July 2010
United Space Alliance August 2001 - April 2002
United Space Alliance August 2000 - August 2001
FMA Alliance, Ltd. June 1999 - April 2000
Skills
Analysis, Process Improvement, Budgets, Business Planning, Business Process, Finance, Forecasting, Leadership, Microsoft Office, Networking, Project Management, Project Planning, SAP, Training
Education
Milestone Technical Institute 2011 — 2011
SAP Certification
University of Phoenix 2003 — 2005
MBA, Business Administration/Technology Mgt.
Sam Houston State University 1996 — 1999
BBA, Business Administration/Finance
VALIC June 2013 - Present
VALIC December 2012 - June 2013
VALIC February 2012 - December 2012
United Space Alliance April 2002 - July 2010
United Space Alliance August 2001 - April 2002
United Space Alliance August 2000 - August 2001
FMA Alliance, Ltd. June 1999 - April 2000
Skills
Analysis, Process Improvement, Budgets, Business Planning, Business Process, Finance, Forecasting, Leadership, Microsoft Office, Networking, Project Management, Project Planning, SAP, Training
Education
Milestone Technical Institute 2011 — 2011
SAP Certification
University of Phoenix 2003 — 2005
MBA, Business Administration/Technology Mgt.
Sam Houston State University 1996 — 1999
BBA, Business Administration/Finance
Tom Stecik Tom Stecik's VALIC Experience August 1993 - June 2004
Job 401(k) Fiduciary and NonQualified Plan Consultant, CERTIFIED FINANCIAL PLANNER™ and Wealth Management Advisor
Industry Financial Services
Experience
LPL Financial, LLC July 2004 - Present
VALIC August 1993 - June 2004
American General VALIC January 1990 - July 1993
American General Corporation / American General Investment Corp June 1987 - December 1989
Skills
Strategic Financial..., Integrated Personal..., Fee-managed Investment..., Securities Brokerage..., Employer-sponsored..., Personal Retirement..., 401(k) / 403(b) / IRA..., Income for Life..., Permanent / Term Life..., Life / Long Term Care..., Group / Personal..., Education Planning /..., Wealth Preservation..., Gifting / Insurance..., Financial Education..., New Business Development, Operations / Marketing..., Quick study - easily..., Wealth Management, Retirement Planning, Securities, Financial Advisory
Education
Philadelphia University
B.S., Finance
University of Houston
M.B.A.
LPL Financial, LLC July 2004 - Present
VALIC August 1993 - June 2004
American General VALIC January 1990 - July 1993
American General Corporation / American General Investment Corp June 1987 - December 1989
Skills
Strategic Financial..., Integrated Personal..., Fee-managed Investment..., Securities Brokerage..., Employer-sponsored..., Personal Retirement..., 401(k) / 403(b) / IRA..., Income for Life..., Permanent / Term Life..., Life / Long Term Care..., Group / Personal..., Education Planning /..., Wealth Preservation..., Gifting / Insurance..., Financial Education..., New Business Development, Operations / Marketing..., Quick study - easily..., Wealth Management, Retirement Planning, Securities, Financial Advisory
Education
Philadelphia University
B.S., Finance
University of Houston
M.B.A.
Henry Montgomery Henry Montgomery's VALIC Experience August 2009 - May 2012
Job President, CEO at HM Wealth Management
Industry Financial Services
Experience
HM Wealth Management May 2012 - Present
VALIC August 2009 - May 2012
Merrill Lynch September 2008 - July 2009
Skills
Retirement Planning, Uniform Combined State..., Series 7, IRAs, Retirement, 529 Plans, Wealth Management, Saving for Education, Fixed Annuities, Wealth Accumulation, Mutual Funds, Investment Advisory, 401k Rollovers, Series 63, Asset Allocation, Series 65, College Savings Plans, Strategic Financial..., 401k, Financial Advisory
Education
Saint Mary's College of California 1995 — 1999
Bachelor of Business Administration (BBA), Economics/Finance
HM Wealth Management May 2012 - Present
VALIC August 2009 - May 2012
Merrill Lynch September 2008 - July 2009
Skills
Retirement Planning, Uniform Combined State..., Series 7, IRAs, Retirement, 529 Plans, Wealth Management, Saving for Education, Fixed Annuities, Wealth Accumulation, Mutual Funds, Investment Advisory, 401k Rollovers, Series 63, Asset Allocation, Series 65, College Savings Plans, Strategic Financial..., 401k, Financial Advisory
Education
Saint Mary's College of California 1995 — 1999
Bachelor of Business Administration (BBA), Economics/Finance
Elizabeth Hardy Elizabeth Hardy's VALIC Experience June 1987 - November 1990
Job Director, Commercial IT at Phillips 66
Industry Oil & Energy
Experience
Phillips 66 May 2012 - Present
ConocoPhillips January 2007 - April 2012
ConocoPhillips October 2004 - June 2007
VALIC June 1987 - November 1990
Skills
RightAngle, Project Portfolio..., Supervisory Skills, ETRM, Energy, Business Analysis, Petroleum, Business Process, Business Process..., SAP, Cross-functional Team..., Energy Industry, Budgets, Project Planning, Strategy, Process Improvement
Education
Stephen F. Austin State University 1983 — 1987
BBA, Computer Science, Accounting
Phillips 66 May 2012 - Present
ConocoPhillips January 2007 - April 2012
ConocoPhillips October 2004 - June 2007
VALIC June 1987 - November 1990
Skills
RightAngle, Project Portfolio..., Supervisory Skills, ETRM, Energy, Business Analysis, Petroleum, Business Process, Business Process..., SAP, Cross-functional Team..., Energy Industry, Budgets, Project Planning, Strategy, Process Improvement
Education
Stephen F. Austin State University 1983 — 1987
BBA, Computer Science, Accounting
Doug Lawrence Doug Lawrence's VALIC Experience May 2011 - March 2012
Job Managed Accounts Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Contego Capital Financial Group (formerly River Rock Brokerage) July 2012 - April 2015
brocorXchange March 2012 - June 2012
VALIC May 2011 - March 2012
Slider Trading June 2009 - March 2012
The Stenglein Group December 2010 - May 2011
Ameriprise Financial January 2007 - June 2009
Ameriprise Financial January 2000 - January 2007
Skills
Fixed Annuities, Series 7, 401k, Asset Allocation, Estate Planning, Financial Advisory, Financial Planners, Financial Services, Health Insurance, Investments, Leadership, Retirement, Retirement Planning, Sales, Sales Operations, Series 63, Small Business, Strategic Financial..., Variable Annuities, Wealth Management, Mutual Funds, Financial Planning, Insurance, Marketing, Finance, Strategic Planning
Education
St. John's University 1987 — 1991
Bachelor, Science Business Management
CSB/SJU
College of Financial Planning CMFC and CRPC designations
Spring Lake Park High School
Spring Lake Park High School
Ameriprise Financial Services, Inc. May 2015 - Present
Contego Capital Financial Group (formerly River Rock Brokerage) July 2012 - April 2015
brocorXchange March 2012 - June 2012
VALIC May 2011 - March 2012
Slider Trading June 2009 - March 2012
The Stenglein Group December 2010 - May 2011
Ameriprise Financial January 2007 - June 2009
Ameriprise Financial January 2000 - January 2007
Skills
Fixed Annuities, Series 7, 401k, Asset Allocation, Estate Planning, Financial Advisory, Financial Planners, Financial Services, Health Insurance, Investments, Leadership, Retirement, Retirement Planning, Sales, Sales Operations, Series 63, Small Business, Strategic Financial..., Variable Annuities, Wealth Management, Mutual Funds, Financial Planning, Insurance, Marketing, Finance, Strategic Planning
Education
St. John's University 1987 — 1991
Bachelor, Science Business Management
CSB/SJU
College of Financial Planning CMFC and CRPC designations
Spring Lake Park High School
Spring Lake Park High School
Christine Kusher Christine Kusher's VALIC Experience October 2008 - October 2010
Job Financial Advisor
Industry Financial Services
Experience
Musician 2000 - 2014
VALIC October 2008 - October 2010
MetLife November 2006 - September 2008
GCG Financial August 2002 - November 2006
Doblin Group 1996 - 2002
Meridian Leasing Corporation 1987 - 1996
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Finance, Business Strategy
Saint Mary's University of Minnesota 1984 — 1988
BA, Finance, Business Administration
Musician 2000 - 2014
VALIC October 2008 - October 2010
MetLife November 2006 - September 2008
GCG Financial August 2002 - November 2006
Doblin Group 1996 - 2002
Meridian Leasing Corporation 1987 - 1996
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Finance, Business Strategy
Saint Mary's University of Minnesota 1984 — 1988
BA, Finance, Business Administration
Jeff Trollinger, CFP® CPWA® Jeff Trollinger, CFP® CPWA®'s VALIC Experience October 2000 - October 2009
Job Partner of Bolton, Rowell, Wray, Cain & Trollinger of Robert W Baird & Company
Industry Financial Services
Experience
Robert W. Baird & Company October 2009 - Present
VALIC October 2000 - October 2009
Hanesbrands Inc. August 1996 - September 2000
InterVarsity Christian Fellowship/USA September 1990 - June 1994
Education
Wake Forest University School of Business 1994 — 1996
MBA, Finance, Marketing
William & Mary 1986 — 1989
BA, History
Stephen F. Austin State University 1985 — 1986
Robert W. Baird & Company October 2009 - Present
VALIC October 2000 - October 2009
Hanesbrands Inc. August 1996 - September 2000
InterVarsity Christian Fellowship/USA September 1990 - June 1994
Education
Wake Forest University School of Business 1994 — 1996
MBA, Finance, Marketing
William & Mary 1986 — 1989
BA, History
Stephen F. Austin State University 1985 — 1986
Carole McNichol Carole McNichol's VALIC Experience September 1990 - 2007
Job
Industry Financial Services
Experience
Voya Financial Advisers 2007 - Present
VALIC September 1990 - 2007
Skills
Retirement Planning, Retirement, Fixed Annuities, Series 7, Mutual Funds, Wealth Management, Long-term Care, Estate Planning, Strategic Financial..., Investments, Insurance, Risk Management, Financial Analysis, Small Business, Banking, IRAs, Financial Planning, 401k, Investment Advisory, Strategic Planning
Education
Sacred Heart University 1982 — 1987
Bachelor's degree
Sacred Heart University
Bachelor of Business Administration (BBA), Finance, General
Voya Financial Advisers 2007 - Present
VALIC September 1990 - 2007
Skills
Retirement Planning, Retirement, Fixed Annuities, Series 7, Mutual Funds, Wealth Management, Long-term Care, Estate Planning, Strategic Financial..., Investments, Insurance, Risk Management, Financial Analysis, Small Business, Banking, IRAs, Financial Planning, 401k, Investment Advisory, Strategic Planning
Education
Sacred Heart University 1982 — 1987
Bachelor's degree
Sacred Heart University
Bachelor of Business Administration (BBA), Finance, General
Robert C Miller Robert C Miller's VALIC Experience 1996 - 2012
Job Financial Advisor at VOYA
Industry Financial Services
Experience
VOYA Financial Advisors September 2014 - Present
ING Financial Partners April 2012 - Present
ING Financial Partners April 2012 - Present
VALIC 1996 - 2012
Skills
IRAs, 401k, Roth IRA, Retirement, 401k Rollovers, Insurance, Finance, Financial Goals, Financial Planning, Fixed Annuities, Investments, Life Insurance, Wealth Management, Customer Service
Education
Belleville West High School
Southern Illinois University, Edwardsville
Bachelor of Business Administration (BBA), Finance, General
VOYA Financial Advisors September 2014 - Present
ING Financial Partners April 2012 - Present
ING Financial Partners April 2012 - Present
VALIC 1996 - 2012
Skills
IRAs, 401k, Roth IRA, Retirement, 401k Rollovers, Insurance, Finance, Financial Goals, Financial Planning, Fixed Annuities, Investments, Life Insurance, Wealth Management, Customer Service
Education
Belleville West High School
Southern Illinois University, Edwardsville
Bachelor of Business Administration (BBA), Finance, General
Faith Webb Faith Webb's VALIC Experience January 1992 - March 1995
Job Executive Assistant at FBISD
Industry Education Management
Experience
FBISD November 2013 - Present
Fort Bend ISD June 2003 - Present
Horizon Resource Oil & Gas October 1999 - August 2003
VALIC January 1992 - March 1995
Skills
Accounts Payable, Accounts Receivable, Bookkeeping, Office Management
Education
University/Phoenix 2010 — 2011
BS, Business Management
Prairie View A&M University 1978 — 1981
Child Development
FBISD November 2013 - Present
Fort Bend ISD June 2003 - Present
Horizon Resource Oil & Gas October 1999 - August 2003
VALIC January 1992 - March 1995
Skills
Accounts Payable, Accounts Receivable, Bookkeeping, Office Management
Education
University/Phoenix 2010 — 2011
BS, Business Management
Prairie View A&M University 1978 — 1981
Child Development
Dr. Amelia D. Cooper Dr. Amelia D. Cooper's VALIC Experience June 2008 - Present
Job Manager at VALIC
Industry Financial Services
Experience
VALIC June 2008 - Present
Air Liquide America January 2003 - June 2008
Skills
Process Improvement, Business Analysis, Leadership, Analysis, Operations Management, Team Building, Business Process..., Program Management, Logistics, Microsoft Office, Strategic Planning, Business Development, Change Management, Purchasing, Project Management, Contract Negotiation, Management, Cross-functional Team..., Risk Management
Education
Walden University 2005 — 2013
PhD, Applied Management & Decision Sciences/Management
University of Phoenix 2001 — 2003
MBA, Business Administration and Management, General
Rice University 1984 — 1989
BS, Human Performance/Sports Management
VALIC June 2008 - Present
Air Liquide America January 2003 - June 2008
Skills
Process Improvement, Business Analysis, Leadership, Analysis, Operations Management, Team Building, Business Process..., Program Management, Logistics, Microsoft Office, Strategic Planning, Business Development, Change Management, Purchasing, Project Management, Contract Negotiation, Management, Cross-functional Team..., Risk Management
Education
Walden University 2005 — 2013
PhD, Applied Management & Decision Sciences/Management
University of Phoenix 2001 — 2003
MBA, Business Administration and Management, General
Rice University 1984 — 1989
BS, Human Performance/Sports Management
Rob Wiley, CFP® Rob Wiley, CFP®'s VALIC Experience December 2010 - July 2011
Job Employee Benefits Sales Rep
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Merrill Edge August 2011 - July 2013
VALIC December 2010 - July 2011
AARP Financial November 2005 - September 2010
IXIS Asset Management 1999 - 2005
Class Travel Worldwide June 1998 - July 1999
Skills
Series 7, IRAs, Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Finance, Insurance, Investments, Retirement, Retirement Planning, Securities, Wealth Management, Series 63, Series 6
Education
Providence College 1994 — 1998
Bachelor of Science (BS), Marketing
Sun Life Financial July 2013 - Present
Merrill Edge August 2011 - July 2013
VALIC December 2010 - July 2011
AARP Financial November 2005 - September 2010
IXIS Asset Management 1999 - 2005
Class Travel Worldwide June 1998 - July 1999
Skills
Series 7, IRAs, Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Finance, Insurance, Investments, Retirement, Retirement Planning, Securities, Wealth Management, Series 63, Series 6
Education
Providence College 1994 — 1998
Bachelor of Science (BS), Marketing
Holly Lintner, MPA Holly Lintner, MPA's VALIC Experience September 2000 - April 2004
Job Executive Director of the National Federation of Pachyderm Clubs
Industry Nonprofit Organization Management
Experience
National Federation of Pachyderm Clubs October 2010 - Present
Cape County Relay For Life 2013 - 2015
Lintner Strategic Consulting, LLC May 2010 - October 2010
United Way of Southeast Missouri July 2005 - June 2010
United Way of Southeast Missouri February 2005 - July 2005
VALIC September 2000 - April 2004
Skills
Strategic Planning, Public Speaking, Non-profits, Fundraising, Leadership, Marketing, Program Management, Management, Government, Community Outreach, Sales, Event Planning, Public Relations, Recruiting, Leadership Development, Volunteer Management, Political Campaigns, Strategic Communications, Politics, Community Development, Nonprofits, Grassroots Organizing, Grants, Media Relations, Public Policy, Grant Writing, Policy Analysis, Social Media, Policy, Legislative Relations, Grassroots
Education
Southeast Missouri State University 2005 — 2008
MPA, Master of Public Administration
Southeast Missouri State University 1996 — 2000
BA, Forensic Communications
National Federation of Pachyderm Clubs October 2010 - Present
Cape County Relay For Life 2013 - 2015
Lintner Strategic Consulting, LLC May 2010 - October 2010
United Way of Southeast Missouri July 2005 - June 2010
United Way of Southeast Missouri February 2005 - July 2005
VALIC September 2000 - April 2004
Skills
Strategic Planning, Public Speaking, Non-profits, Fundraising, Leadership, Marketing, Program Management, Management, Government, Community Outreach, Sales, Event Planning, Public Relations, Recruiting, Leadership Development, Volunteer Management, Political Campaigns, Strategic Communications, Politics, Community Development, Nonprofits, Grassroots Organizing, Grants, Media Relations, Public Policy, Grant Writing, Policy Analysis, Social Media, Policy, Legislative Relations, Grassroots
Education
Southeast Missouri State University 2005 — 2008
MPA, Master of Public Administration
Southeast Missouri State University 1996 — 2000
BA, Forensic Communications
Jami Saccomanno Jami Saccomanno's VALIC Experience September 2006 - June 2007
Job Supervising Associate at Ernst & Young
Industry Financial Services
Experience
Ernst & Young January 2012 - Present
Credit Suisse July 2007 - January 2012
VALIC September 2006 - June 2007
Ameriprise Financial Services, Inc. August 2005 - September 2006
Skills
Client Services, Trade Execution, Alternative Investments
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2010
MBA, Finance
University of Illinois at Urbana-Champaign 2001 — 2005
BA, Economics
Maine South 1998 — 2001
Ernst & Young January 2012 - Present
Credit Suisse July 2007 - January 2012
VALIC September 2006 - June 2007
Ameriprise Financial Services, Inc. August 2005 - September 2006
Skills
Client Services, Trade Execution, Alternative Investments
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2010
MBA, Finance
University of Illinois at Urbana-Champaign 2001 — 2005
BA, Economics
Maine South 1998 — 2001
Giorgio Athans's VALIC Experience July 2014 - Present
Job Valic Financial Advisor
Industry Financial Services
Experience
VALIC July 2014 - Present
J.P. Morgan November 2012 - July 2014
JPMorgan Chase June 2012 - November 2012
Livingston, Hammond & Hill Wealth Management, LLC August 2010 - December 2010
Skills
Financial Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Valuation, Finance, Microsoft Word, Wealth Management, Financial Modeling, Economics, Bloomberg
Education
Salisbury University 2007 — 2011
Bachelor's, Finance; Minor: Information Systems
Rowan University
Master's of Business Administration: Specification, Finance
VALIC July 2014 - Present
J.P. Morgan November 2012 - July 2014
JPMorgan Chase June 2012 - November 2012
Livingston, Hammond & Hill Wealth Management, LLC August 2010 - December 2010
Skills
Financial Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Valuation, Finance, Microsoft Word, Wealth Management, Financial Modeling, Economics, Bloomberg
Education
Salisbury University 2007 — 2011
Bachelor's, Finance; Minor: Information Systems
Rowan University
Master's of Business Administration: Specification, Finance
Jeffrey Wolinski Jeffrey Wolinski's VALIC Experience July 2014 - June 2015
Job Creative Administrative Professional
Industry Architecture & Planning
Experience
Ankrom Moisan Architects June 2015 - Present
Illinois International Film Festival, LLC November 2005 - Present
VALIC July 2014 - June 2015
Knowledge Universe (52 LTD) March 2014 - June 2014
Hudson December 2012 - December 2013
Hudson November 2005 - November 2012
Tripod Films, LLC January 2000 - January 2008
PLM Title Real Estate Company August 2002 - October 2005
Skills
Office Administration, Human Resources, Payroll, Office Management, PeopleSoft, Administrative..., Staffing Coordination, Management, Contract Recruitment, Travel Arrangements, Training, Event Planning, Sales, Project Coordination, Project Management, Humor, Google Docs, Mac OS, PC, Basecamp, FTP, Final Cut Pro, Concur, Executive..., Respect, Receptionist Duties, Events Coordination, Film Production, Screenwriting, Independent Film, Video Editing, Onboarding, PeopleSoft Financial, I-9 Compliance, Client Liaison, Accounts Payable, Invoicing, Expense Reports, Event Management, Outstanding time..., Comfortable working..., Enjoy Working with..., Microsoft Word, Microsoft Excel, Microsoft Office, Legal Solutions, Adobe, Notary
Education
University of Illinois at Urbana-Champaign 1998 — 2000
Bachelor's degree, Humanities/Cinema Studies
Southern Illinois University, Carbondale 1996 — 1998
Cinematography and Film/Video Production
Ankrom Moisan Architects June 2015 - Present
Illinois International Film Festival, LLC November 2005 - Present
VALIC July 2014 - June 2015
Knowledge Universe (52 LTD) March 2014 - June 2014
Hudson December 2012 - December 2013
Hudson November 2005 - November 2012
Tripod Films, LLC January 2000 - January 2008
PLM Title Real Estate Company August 2002 - October 2005
Skills
Office Administration, Human Resources, Payroll, Office Management, PeopleSoft, Administrative..., Staffing Coordination, Management, Contract Recruitment, Travel Arrangements, Training, Event Planning, Sales, Project Coordination, Project Management, Humor, Google Docs, Mac OS, PC, Basecamp, FTP, Final Cut Pro, Concur, Executive..., Respect, Receptionist Duties, Events Coordination, Film Production, Screenwriting, Independent Film, Video Editing, Onboarding, PeopleSoft Financial, I-9 Compliance, Client Liaison, Accounts Payable, Invoicing, Expense Reports, Event Management, Outstanding time..., Comfortable working..., Enjoy Working with..., Microsoft Word, Microsoft Excel, Microsoft Office, Legal Solutions, Adobe, Notary
Education
University of Illinois at Urbana-Champaign 1998 — 2000
Bachelor's degree, Humanities/Cinema Studies
Southern Illinois University, Carbondale 1996 — 1998
Cinematography and Film/Video Production
Felix Barraza Felix Barraza's VALIC Experience November 2012 - Present
Job Financial Advisor at VALIC
Industry Investment Management
Experience
VALIC November 2012 - Present
NovoDyn Advisors, LLC January 2011 - October 2012
TWS Financial, LLC September 2010 - December 2011
HMB Stonebridge, Inc. December 2009 - January 2011
Zacks Investment Management March 2009 - April 2010
Chase Investment Service Corp. July 2005 - September 2008
Banc One Securities November 2004 - July 2005
MetLife Securities, Inc. & Metropolitan Life Insurance Company November 2003 - November 2004
Smith & Associates September 1999 - November 2003
Skills
Asset Management, Finance, Mutual Funds, Investments, Portfolio Management, Alternative Investments, Series 7, Wealth Management, Investment Strategies, Securities
Education
Sam Houston State University 1997 — 1999
Master of Business Administration, International Business
University of Houston 1995 — 1997
Bachelor of Business Administration, Marketing, Professional Sales
VALIC November 2012 - Present
NovoDyn Advisors, LLC January 2011 - October 2012
TWS Financial, LLC September 2010 - December 2011
HMB Stonebridge, Inc. December 2009 - January 2011
Zacks Investment Management March 2009 - April 2010
Chase Investment Service Corp. July 2005 - September 2008
Banc One Securities November 2004 - July 2005
MetLife Securities, Inc. & Metropolitan Life Insurance Company November 2003 - November 2004
Smith & Associates September 1999 - November 2003
Skills
Asset Management, Finance, Mutual Funds, Investments, Portfolio Management, Alternative Investments, Series 7, Wealth Management, Investment Strategies, Securities
Education
Sam Houston State University 1997 — 1999
Master of Business Administration, International Business
University of Houston 1995 — 1997
Bachelor of Business Administration, Marketing, Professional Sales
Peg Duncan's VALIC Experience June 1996 - August 2010
Job Retired
Industry Museums and Institutions
Experience
Retired and Volunteering July 2012 - Present
Indianapolis Museum of Art August 2010 - July 2012
VALIC June 1996 - August 2010
Indianapolis Museum of Art August 2009 - July 2010
Skills
Nonprofits, Museums, Microsoft Office, Fundraising, Non-profits, Public Speaking, Event Planning
Education
Purdue University
B.S., Supervision-HR
Retired and Volunteering July 2012 - Present
Indianapolis Museum of Art August 2010 - July 2012
VALIC June 1996 - August 2010
Indianapolis Museum of Art August 2009 - July 2010
Skills
Nonprofits, Museums, Microsoft Office, Fundraising, Non-profits, Public Speaking, Event Planning
Education
Purdue University
B.S., Supervision-HR
Brad Creedle, CFP® Brad Creedle, CFP®'s VALIC Experience July 2011 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2011 - Present
Wachovia, A Wells Fargo Company February 2004 - July 2011
Skills
Certified Financial..., Retirement Planning, Series 7, Financial Planning, Wealth Management, Investments, Portfolio Management, Insurance, Mutual Funds, Asset Allocation, Retirement, Annuities, Fixed Annuities, Strategic Financial..., Financial Advisory, Financial Services, FINRA, Life Insurance, Mortgage Lending, Loans, Relationship Management, Series 6, Series 63, Small Business Lending, Uniform Combined State..., Investment Advisory, 401k, Asset Management, Banking, Estate Planning
Education
Radford University 1996 — 2000
BS, Economics
VALIC July 2011 - Present
Wachovia, A Wells Fargo Company February 2004 - July 2011
Skills
Certified Financial..., Retirement Planning, Series 7, Financial Planning, Wealth Management, Investments, Portfolio Management, Insurance, Mutual Funds, Asset Allocation, Retirement, Annuities, Fixed Annuities, Strategic Financial..., Financial Advisory, Financial Services, FINRA, Life Insurance, Mortgage Lending, Loans, Relationship Management, Series 6, Series 63, Small Business Lending, Uniform Combined State..., Investment Advisory, 401k, Asset Management, Banking, Estate Planning
Education
Radford University 1996 — 2000
BS, Economics
Fred Brandenburg Fred Brandenburg's VALIC Experience April 2011 - Present
Job District Manager at VALIC
Industry Financial Services
Experience
VALIC April 2011 - Present
VALIC November 2000 - April 2011
Skills
Series 6, Series 7, Series 63, Series 24, Retirement, 401k, Mutual Funds, Retirement Planning, Investment Advisory, Uniform Combined State..., Wealth Management, Fixed Annuities, Asset Allocation, IRAs, Finance, Financial Advisory
Education
Stephen F. Austin State University 1992 — 1996
Bachelor, Business Administration
Mansfield High School
VALIC April 2011 - Present
VALIC November 2000 - April 2011
Skills
Series 6, Series 7, Series 63, Series 24, Retirement, 401k, Mutual Funds, Retirement Planning, Investment Advisory, Uniform Combined State..., Wealth Management, Fixed Annuities, Asset Allocation, IRAs, Finance, Financial Advisory
Education
Stephen F. Austin State University 1992 — 1996
Bachelor, Business Administration
Mansfield High School
Raleigh Clemens Raleigh Clemens's VALIC Experience January 2009 - September 2010
Job Director of Communications and Events at Wedgwood Circle
Industry Nonprofit Organization Management
Experience
Wedgwood Circle January 2014 - Present
Peter Benchley Ocean Awards June 2010 - December 2013
VALIC January 2009 - September 2010
Skills
Event Planning, Social Media, Nonprofits, Community Outreach, Fundraising, Microsoft Office, Microsoft Excel, Public Relations, Non-profits, Microsoft Word, Editing, Facebook, Public Speaking, Blogging, Marketing Communications, Communication, Internal Communications
Education
Point Loma Nazarene University 2004 — 2008
Bachelor's Degree, Family and Consumer Sciences/Human Sciences Communication
Wedgwood Circle January 2014 - Present
Peter Benchley Ocean Awards June 2010 - December 2013
VALIC January 2009 - September 2010
Skills
Event Planning, Social Media, Nonprofits, Community Outreach, Fundraising, Microsoft Office, Microsoft Excel, Public Relations, Non-profits, Microsoft Word, Editing, Facebook, Public Speaking, Blogging, Marketing Communications, Communication, Internal Communications
Education
Point Loma Nazarene University 2004 — 2008
Bachelor's Degree, Family and Consumer Sciences/Human Sciences Communication
Vince LaMarca Vince LaMarca's VALIC Experience December 2006 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC December 2006 - Present
Napa High School August 2001 - June 2006
Skills
Retirement Planning, Microsoft Excel, Retirement, Microsoft Office, Investments, Asset Management, College Savings, Life Insurance, Investment Strategies, Long Term Care Insurance, Group Retirement Plans, Teaching, Public Speaking, Strategic Planning
Education
San Diego State University-California State University 1991 — 1993
Teaching Credential in Secondary Education
University of California, San Diego 1984 — 1989
Bachelor's Degree, History and Spanish Literature
VALIC December 2006 - Present
Napa High School August 2001 - June 2006
Skills
Retirement Planning, Microsoft Excel, Retirement, Microsoft Office, Investments, Asset Management, College Savings, Life Insurance, Investment Strategies, Long Term Care Insurance, Group Retirement Plans, Teaching, Public Speaking, Strategic Planning
Education
San Diego State University-California State University 1991 — 1993
Teaching Credential in Secondary Education
University of California, San Diego 1984 — 1989
Bachelor's Degree, History and Spanish Literature
Shelby Smith, MBA Shelby Smith, MBA's VALIC Experience January 2009 - July 2010
Job Independent Insurance Broker 7136613246
Industry Logistics and Supply Chain
Experience
Charles Foy Insurance November 2014 - Present
Think Energy July 2012 - October 2014
XPO Logistics, Inc. December 2013 - July 2014
Farmers Insurance December 2010 - June 2012
VALIC January 2009 - July 2010
University of Phoenix August 2007 - August 2008
Skills
Business Development, Customer Retention, Customer Service, Lead Generation, Account Management, Sales Prospecting, Client Relations Skills, Key Client Relationships, Indirect Channel Sales, Microsoft Office, General Insurance, Transaction Processing, Loan Servicing, Price Quotes, Bid Preparation, Adobe Creative Suite, CRM, Sales Operations, Salesforce.com, Direct Sales
Education
University of Phoenix 2007 — 2012
Masters of Business Administration, Business Administration and Management, General
Prairie View A&M University 2000 — 2006
Bachelor of Arts (B.A.), Sociology
Charles Foy Insurance November 2014 - Present
Think Energy July 2012 - October 2014
XPO Logistics, Inc. December 2013 - July 2014
Farmers Insurance December 2010 - June 2012
VALIC January 2009 - July 2010
University of Phoenix August 2007 - August 2008
Skills
Business Development, Customer Retention, Customer Service, Lead Generation, Account Management, Sales Prospecting, Client Relations Skills, Key Client Relationships, Indirect Channel Sales, Microsoft Office, General Insurance, Transaction Processing, Loan Servicing, Price Quotes, Bid Preparation, Adobe Creative Suite, CRM, Sales Operations, Salesforce.com, Direct Sales
Education
University of Phoenix 2007 — 2012
Masters of Business Administration, Business Administration and Management, General
Prairie View A&M University 2000 — 2006
Bachelor of Arts (B.A.), Sociology
Monica Boyd Monica Boyd's VALIC Experience August 2006 - October 2009
Job Data Integration HR System Sergeant at U.S. Africa Command
Industry Military
Experience
U.S. Africa Command August 2014 - Present
Community Based Warrior Transition Unit-Utah September 2012 - July 2014
Defense Finance and Accounting Services November 2009 - April 2012
VALIC August 2006 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Leadership, Human Resources, Policy, Event Planning, Strategic Planning, Team Building, Budgets, Government
Education
Robert Morris University - Illinois 2002 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
U.S. Africa Command August 2014 - Present
Community Based Warrior Transition Unit-Utah September 2012 - July 2014
Defense Finance and Accounting Services November 2009 - April 2012
VALIC August 2006 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Leadership, Human Resources, Policy, Event Planning, Strategic Planning, Team Building, Budgets, Government
Education
Robert Morris University - Illinois 2002 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kristen (Howard) Swan, MBA's VALIC Experience February 2008 - March 2013
Job Business Analyst at AIG Valic
Industry Financial Services
Experience
AIG Valic March 2013 - Present
VALIC February 2008 - March 2013
AIG Valic January 2006 - February 2008
Skills
Investments, Mutual Funds, Strategic Financial..., Microsoft Excel, Business Analysis, Customer Service, Microsoft Office, Process Improvement, PowerPoint, Project Management, Management, Microsoft Word, Time Management
Education
University of Phoenix 2006 — 2008
Master of Business Administration, Human Resources Management/Personnel Administration, General
Sam Houston State University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dwight D. Eisenhower High School 1996 — 2000
Diploma, General Studies
AIG Valic March 2013 - Present
VALIC February 2008 - March 2013
AIG Valic January 2006 - February 2008
Skills
Investments, Mutual Funds, Strategic Financial..., Microsoft Excel, Business Analysis, Customer Service, Microsoft Office, Process Improvement, PowerPoint, Project Management, Management, Microsoft Word, Time Management
Education
University of Phoenix 2006 — 2008
Master of Business Administration, Human Resources Management/Personnel Administration, General
Sam Houston State University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dwight D. Eisenhower High School 1996 — 2000
Diploma, General Studies
Jessica Steele Jessica Steele's VALIC Experience November 2011 - July 2014
Job Technical Recruiter at Recruiting Solutions
Industry Staffing and Recruiting
Experience
Recruiting Solutions September 2015 - Present
Recruiting Solutions March 2015 - August 2015
Recruiting Solutions October 2014 - February 2015
VALIC November 2011 - July 2014
211 info September 2013 - January 2014
LOFT March 2009 - March 2013
Pamplin Communications 2007 - 2008
Skills
Marketing, Leadership, Sales, Management, Marketing Strategy, Market Research, Marketing Research, Strategic Planning, Time Management, Public Speaking, Photography, Microsoft Office, Customer Service, Teamwork, Editing, Microsoft Excel, Project Management, Analysis, Social Media Marketing, Photoshop, InDesign, Statistical Computing, Data Analysis, R, Brand Management
Education
Portland State University 2008 — 2014
Bachelor of Arts, Marketing with a focus of Technology Marketing & Innovation
Recruiting Solutions September 2015 - Present
Recruiting Solutions March 2015 - August 2015
Recruiting Solutions October 2014 - February 2015
VALIC November 2011 - July 2014
211 info September 2013 - January 2014
LOFT March 2009 - March 2013
Pamplin Communications 2007 - 2008
Skills
Marketing, Leadership, Sales, Management, Marketing Strategy, Market Research, Marketing Research, Strategic Planning, Time Management, Public Speaking, Photography, Microsoft Office, Customer Service, Teamwork, Editing, Microsoft Excel, Project Management, Analysis, Social Media Marketing, Photoshop, InDesign, Statistical Computing, Data Analysis, R, Brand Management
Education
Portland State University 2008 — 2014
Bachelor of Arts, Marketing with a focus of Technology Marketing & Innovation
Dean Lawson's VALIC Experience June 2010 - January 2011
Job SharePoint Developer (UX Customizations)
Industry Information Technology and Services
Experience
Currently Looking August 2015 - Present
Nalco Champion, an Ecolab Company June 2015 - August 2015
Hess Corporation June 2013 - June 2015
Champion Technologies August 2012 - June 2013
Boxer Property May 2011 - January 2012
VALIC June 2010 - January 2011
Sears Holdings Corporation August 2006 - February 2010
InteliStaf Healthcare May 2002 - November 2003
United Airlines October 1999 - October 2001
Skills
SharePoint, Process Improvement, Business Intelligence, SDLC, Project Management, Microsoft Office, Analysis, Consulting, Change Management, Strategic Planning
Education
Toulouse School of Graduate Studies, Univ of North Texas 2006 — 2010
MS, Accounting, 3.0
University of North Texas 2004 — 2006
BS, Accounting
Southern Nazarene University 1997 — 1999
BS, Operations Management
Currently Looking August 2015 - Present
Nalco Champion, an Ecolab Company June 2015 - August 2015
Hess Corporation June 2013 - June 2015
Champion Technologies August 2012 - June 2013
Boxer Property May 2011 - January 2012
VALIC June 2010 - January 2011
Sears Holdings Corporation August 2006 - February 2010
InteliStaf Healthcare May 2002 - November 2003
United Airlines October 1999 - October 2001
Skills
SharePoint, Process Improvement, Business Intelligence, SDLC, Project Management, Microsoft Office, Analysis, Consulting, Change Management, Strategic Planning
Education
Toulouse School of Graduate Studies, Univ of North Texas 2006 — 2010
MS, Accounting, 3.0
University of North Texas 2004 — 2006
BS, Accounting
Southern Nazarene University 1997 — 1999
BS, Operations Management
Michael Bartlow, AAMS Michael Bartlow, AAMS's VALIC Experience February 2010 - Present
Job Financial Planning Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2010 - Present
Money Map Advisors, LLP March 2003 - January 2010
Veritrust Financial March 2003 - January 2010
Charles Schwab July 1999 - March 2003
Morgan Stanley May 1995 - June 1999
Skills
Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Financial Advisory, Investments, ETFs, Estate Planning, Portfolio Management, Asset Management, 401k, Insurance, Term Life Insurance, Series 7, Wealth Accumulation, Financial Planning, Wealth Transfer, High Net Worth..., Investment Strategies, Financial Advice, Annuities, Securities, Personal Finance, Wealth, Investment Products, Pensions, Insurance Planning, IRA's, Alternative Investments, Stocks, Retirement Income..., Income Protection, Annuity, Bonds, Series 66, Wealth Preservation..., Long Term Care, Series 63, Options, Tax, Equities, 529 Plans, Fixed Income, Comprehensive Wealth..., Asset Protection, Risk Management, Charitable Giving, Retirement, Finance
Education
Stephen F. Austin State University
Bachelor’s Degree, Accounting
VALIC February 2010 - Present
Money Map Advisors, LLP March 2003 - January 2010
Veritrust Financial March 2003 - January 2010
Charles Schwab July 1999 - March 2003
Morgan Stanley May 1995 - June 1999
Skills
Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Financial Advisory, Investments, ETFs, Estate Planning, Portfolio Management, Asset Management, 401k, Insurance, Term Life Insurance, Series 7, Wealth Accumulation, Financial Planning, Wealth Transfer, High Net Worth..., Investment Strategies, Financial Advice, Annuities, Securities, Personal Finance, Wealth, Investment Products, Pensions, Insurance Planning, IRA's, Alternative Investments, Stocks, Retirement Income..., Income Protection, Annuity, Bonds, Series 66, Wealth Preservation..., Long Term Care, Series 63, Options, Tax, Equities, 529 Plans, Fixed Income, Comprehensive Wealth..., Asset Protection, Risk Management, Charitable Giving, Retirement, Finance
Education
Stephen F. Austin State University
Bachelor’s Degree, Accounting
Charyn McGinnis Charyn McGinnis's VALIC Experience November 2011 - December 2012
Job PMP, LSSGB
Industry Oil & Energy
Experience
Baker Hughes December 2008 - Present
VALIC November 2011 - December 2012
Kelly IT Resources April 2000 - October 2009
BP September 2005 - December 2008
Crismon and Associates, Inc. December 2004 - August 2005
ExxonMobil June 2000 - August 2005
Associated General Contractors of America May 1999 - April 2000
Halliburton March 1994 - February 1999
Skills
Business Analysis, Analysis, Project Management, Access, Leadership, SAP, Management, Change Management, Databases, Team Leadership, Microsoft Office, Training, ERP, PMP, Visio, Public Speaking, Process Improvement, SharePoint, Business Intelligence, Microsoft Excel, Customer Service, PeopleSoft, SDLC, Microsoft SQL Server, Web Design, Requirements Gathering, VBA, Oracle, Taleo, Applicant Tracking..., Teamwork, Crystal Reports, SAP HR, Customer Satisfaction, Software Implementation, Event Management, MS Reporting Services, Reporting & Analysis, Report Writing, Event Planning, Procedure Development, Voice Over
Education
University of Phoenix 2002 — 2005
Bachelors
University of Phoenix 2002 — 2005
Bachelors
San Jacinto College
Baker Hughes December 2008 - Present
VALIC November 2011 - December 2012
Kelly IT Resources April 2000 - October 2009
BP September 2005 - December 2008
Crismon and Associates, Inc. December 2004 - August 2005
ExxonMobil June 2000 - August 2005
Associated General Contractors of America May 1999 - April 2000
Halliburton March 1994 - February 1999
Skills
Business Analysis, Analysis, Project Management, Access, Leadership, SAP, Management, Change Management, Databases, Team Leadership, Microsoft Office, Training, ERP, PMP, Visio, Public Speaking, Process Improvement, SharePoint, Business Intelligence, Microsoft Excel, Customer Service, PeopleSoft, SDLC, Microsoft SQL Server, Web Design, Requirements Gathering, VBA, Oracle, Taleo, Applicant Tracking..., Teamwork, Crystal Reports, SAP HR, Customer Satisfaction, Software Implementation, Event Management, MS Reporting Services, Reporting & Analysis, Report Writing, Event Planning, Procedure Development, Voice Over
Education
University of Phoenix 2002 — 2005
Bachelors
University of Phoenix 2002 — 2005
Bachelors
San Jacinto College
Jonathan Sung Jonathan Sung's VALIC Experience October 2011 - January 2012
Job Financial Advisor at Prudential
Industry Financial Services
Experience
Prudential Financial September 2013 - Present
Hong Kong Dragon Boat Festival In NY May 2011 - Present
Hong Kong Dragon Boat Festival In NY May 2007 - August 2012
VALIC October 2011 - January 2012
Vector Marketing December 2006 - February 2007
Education
Baruch College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Queensborough Community College
Prudential Financial September 2013 - Present
Hong Kong Dragon Boat Festival In NY May 2011 - Present
Hong Kong Dragon Boat Festival In NY May 2007 - August 2012
VALIC October 2011 - January 2012
Vector Marketing December 2006 - February 2007
Education
Baruch College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Queensborough Community College
Britni Hatcher's VALIC Experience February 2010 - April 2014
Job HR Executive Support Advocate/ HR Specialist at AIG
Industry Financial Services
Experience
AIG April 2014 - Present
VALIC February 2010 - April 2014
VALIC March 2005 - February 2010
Skills
Analysis, Project Management, Software Documentation, Marketing, Finance, Databases, Auditing, Leadership, Research, Financial Reporting, Retirement Planning, Time Management, Administration, Training, 401k, Mutual Funds, Retirement, Financial Services, Insurance, Management, Employee Benefits, Financial Planning, Investments
Education
Sam Houston State University 1997 — 2002
Bachelor of Arts (BA), Journalism
AIG April 2014 - Present
VALIC February 2010 - April 2014
VALIC March 2005 - February 2010
Skills
Analysis, Project Management, Software Documentation, Marketing, Finance, Databases, Auditing, Leadership, Research, Financial Reporting, Retirement Planning, Time Management, Administration, Training, 401k, Mutual Funds, Retirement, Financial Services, Insurance, Management, Employee Benefits, Financial Planning, Investments
Education
Sam Houston State University 1997 — 2002
Bachelor of Arts (BA), Journalism
Mark Zoril Mark Zoril's VALIC Experience December 1994 - April 2012
Job Founder of PlanVision
Industry Financial Services
Experience
PlanVision, Simple. Smart. Focused. April 2012 - Present
VALIC December 1994 - April 2012
Education
Southern Methodist University 1983 — 1987
BA, Business/Marketing
PlanVision, Simple. Smart. Focused. April 2012 - Present
VALIC December 1994 - April 2012
Education
Southern Methodist University 1983 — 1987
BA, Business/Marketing
Angela Randermann Angela Randermann's VALIC Experience 1996 - 1997
Job Attorney at Codilis & Stawiarki, P.C.
Industry Law Practice
Experience
Codilis & Stawiarki, P.C. September 2007 - Present
Baxter & Schwartz, P.C. 2002 - 2007
VALIC 1996 - 1997
WatsonWyatt Worldwide 1994 - 1996
Skills
Litigation, Commercial Litigation, Bankruptcy, Civil Litigation
Education
St. Mary's University School of Law 1997 — 2000
JD
The University of Texas at Austin 1990 — 1994
BA, Economics
Codilis & Stawiarki, P.C. September 2007 - Present
Baxter & Schwartz, P.C. 2002 - 2007
VALIC 1996 - 1997
WatsonWyatt Worldwide 1994 - 1996
Skills
Litigation, Commercial Litigation, Bankruptcy, Civil Litigation
Education
St. Mary's University School of Law 1997 — 2000
JD
The University of Texas at Austin 1990 — 1994
BA, Economics
Peter J Ponzio's VALIC Experience 1990 - 2000
Job Sr. Vice President at EagleView Advisors
Industry Financial Services
Experience
EagleView Advisors August 2014 - Present
Longview Financial Partners July 2013 - July 2014
LPL Financial October 2012 - July 2014
Longview Financial Advisors October 2005 - July 2013
Sunbelt Securities January 2011 - October 2012
Commerce Capital Markets 1999 - 2005
VALIC 1990 - 2000
Donald Smith & Associates 1986 - 1990
First Investors Corporation 1982 - 1986
Skills
Retirement Planning, Asset Management, Mutual Funds, Wealth Management, Qualified Retirement..., 401k, Insurance, Health Insurance, Property & Casualty..., Life Insurance, ERISA, Investment Advisory, Investments, Securities
Education
Rutgers University-New Brunswick 1982 — 1984
EagleView Advisors August 2014 - Present
Longview Financial Partners July 2013 - July 2014
LPL Financial October 2012 - July 2014
Longview Financial Advisors October 2005 - July 2013
Sunbelt Securities January 2011 - October 2012
Commerce Capital Markets 1999 - 2005
VALIC 1990 - 2000
Donald Smith & Associates 1986 - 1990
First Investors Corporation 1982 - 1986
Skills
Retirement Planning, Asset Management, Mutual Funds, Wealth Management, Qualified Retirement..., 401k, Insurance, Health Insurance, Property & Casualty..., Life Insurance, ERISA, Investment Advisory, Investments, Securities
Education
Rutgers University-New Brunswick 1982 — 1984
Alexander Gracia, CFP(R) Alexander Gracia, CFP(R)'s VALIC Experience May 2005 - Present
Job Advisor at VALIC
Industry Financial Services
Experience
VALIC May 2005 - Present
Ameriprise Financial Services, Inc. November 2002 - April 2005
Skills
Retirement Planning, Series 7, Saving for Education, Wealth Management, Retirement, 401k Rollovers, Mutual Funds, Investment Advisory, IRAs, Asset Allocation, Fixed Annuities, Wealth Accumulation, Strategic Financial...
Education
Rhode Island College 1998 — 2002
Bachelor of Science (B.S.), Marketing
VALIC May 2005 - Present
Ameriprise Financial Services, Inc. November 2002 - April 2005
Skills
Retirement Planning, Series 7, Saving for Education, Wealth Management, Retirement, 401k Rollovers, Mutual Funds, Investment Advisory, IRAs, Asset Allocation, Fixed Annuities, Wealth Accumulation, Strategic Financial...
Education
Rhode Island College 1998 — 2002
Bachelor of Science (B.S.), Marketing
Pablo Trevino, CFP® Pablo Trevino, CFP®'s VALIC Experience June 1997 - August 2002
Job USAA Product Manager Director Advice, Home Experience
Industry Financial Services
Experience
USAA 2011 - Present
USAA September 2005 - April 2011
Metropolitan Life Insurance Company May 2004 - September 2005
IMG Financial Group October 2003 - May 2004
VALIC June 1997 - August 2002
Skills
Wealth Management, Estate Planning, Retirement, Life Insurance, Retirement Planning, Securities, Financial Planners, High Net Worth..., Financial Advisory, Strategic Financial..., Alternative Investments, Portfolio Management, Insurance, Financial Services, Wealth, Risk Management, Investments, Finance, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2003
MPA, Accounting - Taxation
University of Houston 1998 — 2000
MBA, Finance
St. Mary's University
BBA, Finance
USAA 2011 - Present
USAA September 2005 - April 2011
Metropolitan Life Insurance Company May 2004 - September 2005
IMG Financial Group October 2003 - May 2004
VALIC June 1997 - August 2002
Skills
Wealth Management, Estate Planning, Retirement, Life Insurance, Retirement Planning, Securities, Financial Planners, High Net Worth..., Financial Advisory, Strategic Financial..., Alternative Investments, Portfolio Management, Insurance, Financial Services, Wealth, Risk Management, Investments, Finance, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2003
MPA, Accounting - Taxation
University of Houston 1998 — 2000
MBA, Finance
St. Mary's University
BBA, Finance
Jon Lintner Jon Lintner's VALIC Experience November 2001 - August 2006
Job Attorney at Lintner Law Firm, LLC
Industry Law Practice
Experience
Lintner Law Firm, LLC May 2014 - Present
Missouri Attorney General September 2010 - March 2014
Lintner Law Firm, LLC November 2009 - September 2010
Cape Girardeau County Prosecuting Attorney's Office May 2008 - July 2008
VALIC November 2001 - August 2006
Skills
Courts, Family Law, Workers Compensation, Wills, Estate Planning, Criminal Law, Trial Practice, Legal Writing, Appeals, Legal Research, Litigation, Trials, Trusts, Appellate Practice, Constitutional Law, Civil Litigation, Westlaw, Administrative Law, Legal Assistance, Mediation, Personal Injury, Depositions, Medical Malpractice, Legal Advice, Hearings, Dispute Resolution, Motions, Insurance Law, Legal Issues, Customer Service
Education
Southern Illinois University School of Law 2006 — 2009
Juris Doctor
Southeast Missouri State University 1996 — 2000
Bachelor of Science (BS), Secondary Education - Mathematics
Lintner Law Firm, LLC May 2014 - Present
Missouri Attorney General September 2010 - March 2014
Lintner Law Firm, LLC November 2009 - September 2010
Cape Girardeau County Prosecuting Attorney's Office May 2008 - July 2008
VALIC November 2001 - August 2006
Skills
Courts, Family Law, Workers Compensation, Wills, Estate Planning, Criminal Law, Trial Practice, Legal Writing, Appeals, Legal Research, Litigation, Trials, Trusts, Appellate Practice, Constitutional Law, Civil Litigation, Westlaw, Administrative Law, Legal Assistance, Mediation, Personal Injury, Depositions, Medical Malpractice, Legal Advice, Hearings, Dispute Resolution, Motions, Insurance Law, Legal Issues, Customer Service
Education
Southern Illinois University School of Law 2006 — 2009
Juris Doctor
Southeast Missouri State University 1996 — 2000
Bachelor of Science (BS), Secondary Education - Mathematics
Thea Chimento Thea Chimento's VALIC Experience November 2011 - November 2012
Job Finance Officer at Maryland Department of Human Resources
Industry Public Safety
Experience
Maryland Department of Human Resources March 2013 - Present
St. Anne's School of Annapolis August 2011 - March 2013
VALIC November 2011 - November 2012
Duggan Furniture Restoration June 2010 - February 2012
St. John's College Mitchell Art Gallery September 2007 - May 2010
Maryland State Archives June 2009 - August 2009
Education
St. John's College 2006 — 2010
B.A
Maryland Department of Human Resources March 2013 - Present
St. Anne's School of Annapolis August 2011 - March 2013
VALIC November 2011 - November 2012
Duggan Furniture Restoration June 2010 - February 2012
St. John's College Mitchell Art Gallery September 2007 - May 2010
Maryland State Archives June 2009 - August 2009
Education
St. John's College 2006 — 2010
B.A
Brian Warwick's VALIC Experience May 2005 - July 2014
Job Senior Programmer Analyst at Texas Children's Hospital
Industry
Experience
Texas Children's Hospital July 2014 - Present
VALIC May 2005 - July 2014
Skills
HTML, C, Java, SQL, JavaScript, Analysis, Troubleshooting, Microsoft Office, .NET, C++, OOP, Android Development, Oracle, TFS, ASP.NET, ASP, VB.NET, Multi-threaded..., PHP, XML, AJAX, Software Development, CSS, COBOL, Project Planning, Microsoft SQL Server, SharePoint, Web Development, Project Management, Visio, SDLC
Education
Stephen F. Austin State University 2001 — 2005
Bachelor of Business Administration (BBA), Computer Information Systems
Texas Children's Hospital July 2014 - Present
VALIC May 2005 - July 2014
Skills
HTML, C, Java, SQL, JavaScript, Analysis, Troubleshooting, Microsoft Office, .NET, C++, OOP, Android Development, Oracle, TFS, ASP.NET, ASP, VB.NET, Multi-threaded..., PHP, XML, AJAX, Software Development, CSS, COBOL, Project Planning, Microsoft SQL Server, SharePoint, Web Development, Project Management, Visio, SDLC
Education
Stephen F. Austin State University 2001 — 2005
Bachelor of Business Administration (BBA), Computer Information Systems
Sarah Gonzales Sarah Gonzales's VALIC Experience January 2012 - Present
Job Senior Implementation Consultant at VALIC
Industry Information Technology and Services
Experience
VALIC January 2012 - Present
AIR Houston 2007 - Present
Knowbility 2007 - Present
Rounder Graphics January 1994 - Present
University of Houston-Downtown December 2006 - January 2012
Rice University July 2001 - January 2007
Houston Area Apple Users Group (HAAUG) 1998 - 2006
Rice University January 1996 - June 2001
Insync Internet Services April 1995 - January 1996
Houston Community College December 1991 - January 1996
Skills
Project Management, Web Development, Social Media, Windows, Social Media Marketing, Software Development, Microsoft Excel, PowerPoint, Content Management, PHP, Illustrator, Research, HTML, Web Design, Photoshop, Wordpress, SEO, Databases, Google Analytics, Strategic Planning, Management, System Administration, Dreamweaver, WordPress, Training, Troubleshooting, SharePoint, Graphic Design, Technical Writing, Web Analytics, CSS, CMS, Access, User Experience, Information Architecture, Website Development, Social Networking, Usability, User Interface Design, Accessibility, OS X, User Interface, HTML 5, Web Content Management, XHTML, Web Project Management, Adobe Creative Suite, Web Applications, E-commerce
Education
The University of Texas at Dallas 1988 — 1989
BS in Business Administration with a concentration in Marketing, Business Administration and Marketing
The University of Texas at Austin 1985 — 1988
Southern Methodist University 1984 — 1985
Business Administration
VALIC January 2012 - Present
AIR Houston 2007 - Present
Knowbility 2007 - Present
Rounder Graphics January 1994 - Present
University of Houston-Downtown December 2006 - January 2012
Rice University July 2001 - January 2007
Houston Area Apple Users Group (HAAUG) 1998 - 2006
Rice University January 1996 - June 2001
Insync Internet Services April 1995 - January 1996
Houston Community College December 1991 - January 1996
Skills
Project Management, Web Development, Social Media, Windows, Social Media Marketing, Software Development, Microsoft Excel, PowerPoint, Content Management, PHP, Illustrator, Research, HTML, Web Design, Photoshop, Wordpress, SEO, Databases, Google Analytics, Strategic Planning, Management, System Administration, Dreamweaver, WordPress, Training, Troubleshooting, SharePoint, Graphic Design, Technical Writing, Web Analytics, CSS, CMS, Access, User Experience, Information Architecture, Website Development, Social Networking, Usability, User Interface Design, Accessibility, OS X, User Interface, HTML 5, Web Content Management, XHTML, Web Project Management, Adobe Creative Suite, Web Applications, E-commerce
Education
The University of Texas at Dallas 1988 — 1989
BS in Business Administration with a concentration in Marketing, Business Administration and Marketing
The University of Texas at Austin 1985 — 1988
Southern Methodist University 1984 — 1985
Business Administration
Elizabeth Morales, MBA's VALIC Experience August 1999 - October 2006
Job Conversion Analyst
Industry Financial Services
Experience
Insperity April 2007 - Present
AIG VALIC October 2006 - April 2007
VALIC August 1999 - October 2006
VALIC August 2001 - August 2002
AIG VALIC August 1999 - August 2000
New Caney ISD 1990 - 1994
Shell 1987 - 1990
Skills
Analysis, Onboarding, Strategy, Employee Benefits, Budgets, Retirement, Management, New Business Development, Training, Strategic Planning, Process Improvement, Banking, Access, Negotiation, Small Business, Project Management, Forecasting, CRM, Mergers & Acquisitions, PeopleSoft, System Administration, Customer Service, Microsoft Office, Team Building, Accounting, Vendor Management, 401k, E-commerce, Risk Management, SDLC, Business Analysis, Microsoft Excel
Education
University of Phoenix 2003 — 2005
MBA, e-Business
Sam Houston State University 1995 — 1997
BA, Political Science
Kingwood College 1993 — 1995
AA, General Studies
Insperity April 2007 - Present
AIG VALIC October 2006 - April 2007
VALIC August 1999 - October 2006
VALIC August 2001 - August 2002
AIG VALIC August 1999 - August 2000
New Caney ISD 1990 - 1994
Shell 1987 - 1990
Skills
Analysis, Onboarding, Strategy, Employee Benefits, Budgets, Retirement, Management, New Business Development, Training, Strategic Planning, Process Improvement, Banking, Access, Negotiation, Small Business, Project Management, Forecasting, CRM, Mergers & Acquisitions, PeopleSoft, System Administration, Customer Service, Microsoft Office, Team Building, Accounting, Vendor Management, 401k, E-commerce, Risk Management, SDLC, Business Analysis, Microsoft Excel
Education
University of Phoenix 2003 — 2005
MBA, e-Business
Sam Houston State University 1995 — 1997
BA, Political Science
Kingwood College 1993 — 1995
AA, General Studies
Jeff Berlat, CTP's VALIC Experience March 1998 - August 2000
Job
Industry Government Administration
Experience
Harris County July 2012 - Present
Bracewell & Giuliani December 2007 - July 2012
Group 1 Automotive August 2005 - November 2007
NATCO Group August 2000 - August 2005
VALIC March 1998 - August 2000
Stage Stores 1996 - 1998
Skills
Treasury Management, Cash Management, Financial Reporting, Financial Analysis, Cash Flow, Treasury, Cash Flow Forecasting, Financial Modeling, Forecasting, Financial Services, Treasury Services, Leadership, Management, Accounting, Finance, Cash, Credit Cards, Budgets, Banking, Public Administration
Education
University of Houston, C.T. Bauer College of Business 1992 — 1994
BBA, Finance
Sam Houston State University 1986 — 1989
Bachelor of Science (BS), Photography
Harris County July 2012 - Present
Bracewell & Giuliani December 2007 - July 2012
Group 1 Automotive August 2005 - November 2007
NATCO Group August 2000 - August 2005
VALIC March 1998 - August 2000
Stage Stores 1996 - 1998
Skills
Treasury Management, Cash Management, Financial Reporting, Financial Analysis, Cash Flow, Treasury, Cash Flow Forecasting, Financial Modeling, Forecasting, Financial Services, Treasury Services, Leadership, Management, Accounting, Finance, Cash, Credit Cards, Budgets, Banking, Public Administration
Education
University of Houston, C.T. Bauer College of Business 1992 — 1994
BBA, Finance
Sam Houston State University 1986 — 1989
Bachelor of Science (BS), Photography
Ira Gordon's VALIC Experience March 2014 - Present
Job Sr. Application Developer at Valic
Industry Computer Software
Experience
Valic March 2014 - Present
Avanade July 2013 - December 2013
Car Research March 2013 - June 2013
Tristar Web Graphics February 2011 - January 2013
Stewart Lender Services February 2010 - November 2010
Brookhollow Baptist Church 2009 - 2010
Continental Airlines October 2006 - November 2007
The University of Texas Health Science Center at Houston January 2006 - October 2006
Skills
Microsoft SQL Server, .NET, Visual Studio, Eclipse, SQL Server Management..., C# 4.0, SQL, SSIS, SSRS, SQL*Plus, Oracle, Java, Java Enterprise Edition, Core Java, JavaSE, VB.NET, IIS, JavaScript, LINQ, XML
Education
Prairie View A&M University 1998 — 2005
Bachelor of Science (B.S.), Computer Science
Valic March 2014 - Present
Avanade July 2013 - December 2013
Car Research March 2013 - June 2013
Tristar Web Graphics February 2011 - January 2013
Stewart Lender Services February 2010 - November 2010
Brookhollow Baptist Church 2009 - 2010
Continental Airlines October 2006 - November 2007
The University of Texas Health Science Center at Houston January 2006 - October 2006
Skills
Microsoft SQL Server, .NET, Visual Studio, Eclipse, SQL Server Management..., C# 4.0, SQL, SSIS, SSRS, SQL*Plus, Oracle, Java, Java Enterprise Edition, Core Java, JavaSE, VB.NET, IIS, JavaScript, LINQ, XML
Education
Prairie View A&M University 1998 — 2005
Bachelor of Science (B.S.), Computer Science
Jenine Mills, MBA's VALIC Experience December 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC December 2014 - Present
AIG September 2011 - December 2014
CSP Financial Group October 2009 - October 2011
Bravo Health 2009 - 2011
National Agents Alliance Corporate February 2009 - January 2010
Prudential Financial October 2007 - February 2009
Nehemiah Gateway 2008 - 2009
NAA.... February 2000 - October 2007
Beneficial Consumer Lending 2005 - 2006
Zenith Products Corp. February 1999 - February 2000
Skills
Wealth Accumulation, Retirement Planning, Disability Insurance, Retirement, Project Planning, Insurance, Fixed Annuities, Investments, Risk Management, Life Insurance, Small Business, Strategic Financial..., Negotiation, Team Building, Employee Benefits, Leadership, Financial Services, Strategic Planning, Finance, Banking, Long-term Care, Health Insurance
Education
Wilmington University 1997 — 1999
MBA, Business Management
Pennsylvania State University 1984 — 1988
B.S., Supply Chain Management
VALIC December 2014 - Present
AIG September 2011 - December 2014
CSP Financial Group October 2009 - October 2011
Bravo Health 2009 - 2011
National Agents Alliance Corporate February 2009 - January 2010
Prudential Financial October 2007 - February 2009
Nehemiah Gateway 2008 - 2009
NAA.... February 2000 - October 2007
Beneficial Consumer Lending 2005 - 2006
Zenith Products Corp. February 1999 - February 2000
Skills
Wealth Accumulation, Retirement Planning, Disability Insurance, Retirement, Project Planning, Insurance, Fixed Annuities, Investments, Risk Management, Life Insurance, Small Business, Strategic Financial..., Negotiation, Team Building, Employee Benefits, Leadership, Financial Services, Strategic Planning, Finance, Banking, Long-term Care, Health Insurance
Education
Wilmington University 1997 — 1999
MBA, Business Management
Pennsylvania State University 1984 — 1988
B.S., Supply Chain Management
Shardaun Clark's VALIC Experience January 2001 - December 2014
Job Certified Zumba instructor, FT student
Industry Individual & Family Services
Experience
VALIC January 2001 - December 2014
Avalon Bowl September 2012 - June 2013
Skills
Customer Service, Microsoft Excel, Social Media Marketing, Social Networking, Team Building, Social Media, Research, Insurance, HTML, Microsoft Office, Data Entry
Education
University of West Florida 2015 — 2017
Master's degree, Social Work
Pensacola State College 2013 — 2015
social science associates, Social Sciences
Portland Community College 1989 — 1991
Associate's degree
jefferson highschool 1984 — 1986
VALIC January 2001 - December 2014
Avalon Bowl September 2012 - June 2013
Skills
Customer Service, Microsoft Excel, Social Media Marketing, Social Networking, Team Building, Social Media, Research, Insurance, HTML, Microsoft Office, Data Entry
Education
University of West Florida 2015 — 2017
Master's degree, Social Work
Pensacola State College 2013 — 2015
social science associates, Social Sciences
Portland Community College 1989 — 1991
Associate's degree
jefferson highschool 1984 — 1986
Jerry Mojarro's VALIC Experience 2008 - 2009
Job Business Sales Consultant at Wells Fargo Merchant Services
Industry Financial Services
Experience
Wells Fargo Merchant Services May 2012 - Present
Allstate Financial Services January 2011 - April 2012
American Fidelity 2009 - 2011
VALIC 2008 - 2009
First NLC 2002 - 2007
Skills
Loans, Account Management, Customer Service, Marketing, New Business Development, Business Development, Negotiation, Management, Finance, Insurance, Underwriting, Microsoft Office, Fixed Annuities, Project Management, Life Insurance, Cold Calling, Sales, Sales Management, Credit, Banking, Leadership, Recruiting, Event Planning, Analysis, Selling, Salesforce.com, Mortgage Lending, Sales Presentations
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Political Science
Wells Fargo Merchant Services May 2012 - Present
Allstate Financial Services January 2011 - April 2012
American Fidelity 2009 - 2011
VALIC 2008 - 2009
First NLC 2002 - 2007
Skills
Loans, Account Management, Customer Service, Marketing, New Business Development, Business Development, Negotiation, Management, Finance, Insurance, Underwriting, Microsoft Office, Fixed Annuities, Project Management, Life Insurance, Cold Calling, Sales, Sales Management, Credit, Banking, Leadership, Recruiting, Event Planning, Analysis, Selling, Salesforce.com, Mortgage Lending, Sales Presentations
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Political Science
Torresin, Kelly's VALIC Experience October 2003 - Present
Job Financial Advisor at AIG VALIC
Industry Financial Services
Experience
VALIC October 2003 - Present
Education
Saint Leo University
VALIC October 2003 - Present
Education
Saint Leo University
TJ Methvin's VALIC Experience 2006 - 2008
Job Writer / Senior Editor / Proofreader
Industry Marketing and Advertising
Experience
DMW Direct 2014 - Present
Independent 2008 - Present
WIDENER UNIVERSITY / GOLDEY-BEACOM COLLEGE / DCCC 2012 - 2014
VALIC 2006 - 2008
Bristol-Myers Squibb 2006 - 2006
DayOne Marketing 2002 - 2006
Medical Broadcasting Co. 2003 - 2003
Centocor 1998 - 2002
PHILADELPHIA AREA ADVERTISING AGENCIES, Earle Palmer Brown, McAdams Richman and Ong, Dudnyk... 1994 - 1999
Seven / G S Imaging Services / Wace/USA 1991 - 1994
Skills
Editing, Marketing, Technical Writing, Retirement Planning, Advertising, Press Releases, Marketing Communications, Copywriting, Newsletters, Proofreading, Direct Marketing, Email Marketing, Direct Mail, Integrated Marketing
Education
The Johns Hopkins University 2008 — 2011
Master of Arts, Writing
University of Delaware 2007 — 2008
Certificate, Financial Planning
Pennsylvania State University-Great Valley Graduate Center 2004 — 2005
Post Baccalaureate MBA Coursework
Ridley Sr. High School
Temple University
BA, English, minor in Journalism
DMW Direct 2014 - Present
Independent 2008 - Present
WIDENER UNIVERSITY / GOLDEY-BEACOM COLLEGE / DCCC 2012 - 2014
VALIC 2006 - 2008
Bristol-Myers Squibb 2006 - 2006
DayOne Marketing 2002 - 2006
Medical Broadcasting Co. 2003 - 2003
Centocor 1998 - 2002
PHILADELPHIA AREA ADVERTISING AGENCIES, Earle Palmer Brown, McAdams Richman and Ong, Dudnyk... 1994 - 1999
Seven / G S Imaging Services / Wace/USA 1991 - 1994
Skills
Editing, Marketing, Technical Writing, Retirement Planning, Advertising, Press Releases, Marketing Communications, Copywriting, Newsletters, Proofreading, Direct Marketing, Email Marketing, Direct Mail, Integrated Marketing
Education
The Johns Hopkins University 2008 — 2011
Master of Arts, Writing
University of Delaware 2007 — 2008
Certificate, Financial Planning
Pennsylvania State University-Great Valley Graduate Center 2004 — 2005
Post Baccalaureate MBA Coursework
Ridley Sr. High School
Temple University
BA, English, minor in Journalism
Kristy Hrncir's VALIC Experience March 2010 - Present
Job CFP ® at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC March 2010 - Present
Wachovia Bank June 2008 - March 2010
AXA Advisors November 2007 - June 2008
Inspire Financial Group May 2003 - November 2007
Education
Rice University 2011 — 2012
CFP ®
Texas A&M University 1999 — 2003
Bachelor's Degree, Speech Communication
Louise High School 1996 — 1999
High School
VALIC March 2010 - Present
Wachovia Bank June 2008 - March 2010
AXA Advisors November 2007 - June 2008
Inspire Financial Group May 2003 - November 2007
Education
Rice University 2011 — 2012
CFP ®
Texas A&M University 1999 — 2003
Bachelor's Degree, Speech Communication
Louise High School 1996 — 1999
High School
Kevin R Walker's VALIC Experience November 2012 - November 2014
Job Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
VALIC November 2012 - November 2014
PNC Wealth Management January 2011 - June 2012
Wells Fargo Private Bank June 2008 - December 2010
Merrill Lynch June 2006 - June 2008
JP Morgan Private Bank August 2002 - June 2006
SALOMON SMITH BARNEY 2000 - 2003
Skills
Private Banking, Finance, Wealth, High Net Worth..., Wealth Management, Series 7, Retirement Planning, Investments, Portfolio Management, Mutual Funds, Strategic Financial..., Asset Allocation, Equities, Investment Advisory, Fixed Income, Investment Strategies, Financial Planning, Financial Services, Retirement, Wealth Management...
Education
State University of New York College at Oswego
Bachelor’s Degree, Marketing / Finance
Morgan Stanley Private Wealth Management June 2015 - Present
VALIC November 2012 - November 2014
PNC Wealth Management January 2011 - June 2012
Wells Fargo Private Bank June 2008 - December 2010
Merrill Lynch June 2006 - June 2008
JP Morgan Private Bank August 2002 - June 2006
SALOMON SMITH BARNEY 2000 - 2003
Skills
Private Banking, Finance, Wealth, High Net Worth..., Wealth Management, Series 7, Retirement Planning, Investments, Portfolio Management, Mutual Funds, Strategic Financial..., Asset Allocation, Equities, Investment Advisory, Fixed Income, Investment Strategies, Financial Planning, Financial Services, Retirement, Wealth Management...
Education
State University of New York College at Oswego
Bachelor’s Degree, Marketing / Finance
Karen Zuckero's VALIC Experience January 1998 - February 2000
Job Independent Ambassador #275368 at Plexus Worldwide, Inc.
Industry Health, Wellness and Fitness
Experience
Plexus Worldwide, Inc. May 2014 - Present
Woodlands Church May 2009 - April 2012
AIG VALIC February 2000 - May 2009
VALIC January 1998 - February 2000
VALIC December 1996 - January 1998
VALIC May 1993 - December 1996
VALIC June 1992 - May 1993
Skills
Leadership, Strategic Planning, Team Building, Microsoft Office, Sales, Coaching, Marketing, Team Leadership, Process Improvement, Microsoft Excel
Education
Stephen F. Austin State University 1987 — 1991
BBA, Accounting & Finanance
Center High School, Center, TX 1983 — 1987
Plexus Worldwide, Inc. May 2014 - Present
Woodlands Church May 2009 - April 2012
AIG VALIC February 2000 - May 2009
VALIC January 1998 - February 2000
VALIC December 1996 - January 1998
VALIC May 1993 - December 1996
VALIC June 1992 - May 1993
Skills
Leadership, Strategic Planning, Team Building, Microsoft Office, Sales, Coaching, Marketing, Team Leadership, Process Improvement, Microsoft Excel
Education
Stephen F. Austin State University 1987 — 1991
BBA, Accounting & Finanance
Center High School, Center, TX 1983 — 1987
Nicholas Eoff's VALIC Experience July 2014 - Present
Job Financial Advisor at VALIC
Industry Real Estate
Experience
VALIC July 2014 - Present
O'Connor & Associates 2009 - July 2014
Houston Chronicle August 1998 - March 2009
Skills
SEO, Negotiation, Coaching, Managerial Finance, Advertising, SEM, Newspaper, Online Advertising, Digital Media, Media Planning, Direct Marketing, Cold Calling, Email Marketing, Management, Sales, Advertising Sales, Real Estate, Property Tax, Online Marketing, Marketing Communications, Newspapers, Leadership, Business Development, Sales Management, Account Management, Customer Service
Education
Stephen F. Austin State University
B.A., Political Science, Business
VALIC July 2014 - Present
O'Connor & Associates 2009 - July 2014
Houston Chronicle August 1998 - March 2009
Skills
SEO, Negotiation, Coaching, Managerial Finance, Advertising, SEM, Newspaper, Online Advertising, Digital Media, Media Planning, Direct Marketing, Cold Calling, Email Marketing, Management, Sales, Advertising Sales, Real Estate, Property Tax, Online Marketing, Marketing Communications, Newspapers, Leadership, Business Development, Sales Management, Account Management, Customer Service
Education
Stephen F. Austin State University
B.A., Political Science, Business
Jim Monroe's VALIC Experience January 1997 - August 1998
Job Senior Software Engineer Consultant
Industry Information Technology and Services
Experience
Bankrate, Inc. July 2008 - February 2013
CreditMax LLC September 2005 - April 2008
Campus Management Corp June 2004 - June 2005
Proudfoot Consulting April 2004 - June 2004
E.CollectMD November 2003 - April 2004
RAIR Technologies, LLC September 2001 - October 2003
iPath Solutions, Inc August 1998 - May 2001
VALIC January 1997 - August 1998
Monroe Enterprises, Inc January 1979 - June 1983
Skills
SQL, HTML, JavaScript, XML, Linux, Windows, C#, Unix, Microsoft SQL Server, CSS, ASP.NET, .NET, Databases, Software Development, Programming, Web Applications, Database Design, Testing, Web Services, Agile Methodologies, Visual Studio, AJAX, Scrum, WCF, T-SQL, IIS, LINQ, OOP, SOA, Software Design, ASP.NET MVC, MVC, SOAP, Software Engineering, Web Development, jQuery, ADO.NET, VB.NET, PL/SQL, XSLT, Enterprise Architecture, Entity Framework, Oracle, SharePoint, Requirements Analysis, SDLC, SSRS, SSIS, Troubleshooting, Test Automation
Education
Purdue University Calumet 1983 — 1984
Computer Science and Electrical Engineering
William A. Wirt High School 1979 — 1983
Bankrate, Inc. July 2008 - February 2013
CreditMax LLC September 2005 - April 2008
Campus Management Corp June 2004 - June 2005
Proudfoot Consulting April 2004 - June 2004
E.CollectMD November 2003 - April 2004
RAIR Technologies, LLC September 2001 - October 2003
iPath Solutions, Inc August 1998 - May 2001
VALIC January 1997 - August 1998
Monroe Enterprises, Inc January 1979 - June 1983
Skills
SQL, HTML, JavaScript, XML, Linux, Windows, C#, Unix, Microsoft SQL Server, CSS, ASP.NET, .NET, Databases, Software Development, Programming, Web Applications, Database Design, Testing, Web Services, Agile Methodologies, Visual Studio, AJAX, Scrum, WCF, T-SQL, IIS, LINQ, OOP, SOA, Software Design, ASP.NET MVC, MVC, SOAP, Software Engineering, Web Development, jQuery, ADO.NET, VB.NET, PL/SQL, XSLT, Enterprise Architecture, Entity Framework, Oracle, SharePoint, Requirements Analysis, SDLC, SSRS, SSIS, Troubleshooting, Test Automation
Education
Purdue University Calumet 1983 — 1984
Computer Science and Electrical Engineering
William A. Wirt High School 1979 — 1983
Becky Meler's VALIC Experience September 1991 - Present
Job Pension Consultant
Industry Financial Services
Experience
VALIC September 1991 - Present
VALIC September 1991 - June 1999
Loren D. Stark Company September 1987 - August 1991
Education
Southern Illinois University, Carbondale 1968 — 1972
BS, Education
VALIC September 1991 - Present
VALIC September 1991 - June 1999
Loren D. Stark Company September 1987 - August 1991
Education
Southern Illinois University, Carbondale 1968 — 1972
BS, Education
Jeffrey Hofmann's VALIC Experience April 2010 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC April 2010 - Present
GrandView 401k Advisors March 2007 - March 2011
PepsiCo June 2001 - March 2007
Education
Saint Joseph's University 1997 — 2001
BS, Food Marketing
VALIC April 2010 - Present
GrandView 401k Advisors March 2007 - March 2011
PepsiCo June 2001 - March 2007
Education
Saint Joseph's University 1997 — 2001
BS, Food Marketing
Clayton Nieman's VALIC Experience November 2013 - Present
Job Financial Advisor
Industry Investment Management
Experience
VALIC November 2013 - Present
Bruce O'Donoghue for U.S. Congress 2010 - 2010
Tom Wiens for U.S. Senate 2010 - 2010
Epiphany Productions 2009 - 2009
Erik Paulsen for Congress 2008 - 2008
College Republican National Committee 2004 - 2004
Skills
Public Speaking
Education
Stephen F. Austin State University
Bachelor's Degree, Business Administration and Management, General
VALIC November 2013 - Present
Bruce O'Donoghue for U.S. Congress 2010 - 2010
Tom Wiens for U.S. Senate 2010 - 2010
Epiphany Productions 2009 - 2009
Erik Paulsen for Congress 2008 - 2008
College Republican National Committee 2004 - 2004
Skills
Public Speaking
Education
Stephen F. Austin State University
Bachelor's Degree, Business Administration and Management, General
Erick Meverden's VALIC Experience July 2013 - Present
Job Senior Marketing Analyst at VALIC
Industry Financial Services
Experience
VALIC July 2013 - Present
American Products, Inc. February 2012 - July 2013
Air Culinaire January 2005 - January 2012
Lakeshore Camera September 1998 - December 2005
Skills
Aviation, Pricing, Business Strategy, CRM, Sales, Charter, Budgets, Aircraft, Flights, Customer Service, Logistics, Operations Management, Negotiation, Training, Team Building, Airlines, Contract Negotiation, Event Management, Management, Account Management, Commercial Aviation, Process Improvement, Airports, Hospitality, Airport Management, Leadership, Purchasing, Inventory Management, Process Scheduler, Team Leadership, Customer Satisfaction, Sales Management, Retail, Supervisory Skills, New Business Development, Transportation, Recruiting, Marketing
Education
University of South Florida 2000 — 2003
Bachelors, Marketing, Economics, Pyschology
St. Petersburg College 1999 — 2001
AA, General Studies
VALIC July 2013 - Present
American Products, Inc. February 2012 - July 2013
Air Culinaire January 2005 - January 2012
Lakeshore Camera September 1998 - December 2005
Skills
Aviation, Pricing, Business Strategy, CRM, Sales, Charter, Budgets, Aircraft, Flights, Customer Service, Logistics, Operations Management, Negotiation, Training, Team Building, Airlines, Contract Negotiation, Event Management, Management, Account Management, Commercial Aviation, Process Improvement, Airports, Hospitality, Airport Management, Leadership, Purchasing, Inventory Management, Process Scheduler, Team Leadership, Customer Satisfaction, Sales Management, Retail, Supervisory Skills, New Business Development, Transportation, Recruiting, Marketing
Education
University of South Florida 2000 — 2003
Bachelors, Marketing, Economics, Pyschology
St. Petersburg College 1999 — 2001
AA, General Studies
Cindy Adamo's VALIC Experience 1989 - 1991
Job Independent Computer Software Professional, Web Designer
Industry Computer Software
Experience
512 Ventures June 2002 - Present
Ashland Exploration 1991 - 1997
VALIC 1989 - 1991
Skills
SaaS, PHP, ASP, HTML + CSS, JavaScript, Drupal, SEO, E-commerce, SQL Server, Adobe Creative Suite, Technical Writing, Website Development
Education
Stephen F. Austin State University 1984 — 1988
BS, Computer Science, Marketing
512 Ventures June 2002 - Present
Ashland Exploration 1991 - 1997
VALIC 1989 - 1991
Skills
SaaS, PHP, ASP, HTML + CSS, JavaScript, Drupal, SEO, E-commerce, SQL Server, Adobe Creative Suite, Technical Writing, Website Development
Education
Stephen F. Austin State University 1984 — 1988
BS, Computer Science, Marketing
Paul Finnell's VALIC Experience June 2011 - February 2012
Job Territory Sales Representative at Young's Market Company
Industry Wine and Spirits
Experience
Young's Market Company February 2014 - Present
Farmers Insurance February 2012 - February 2014
VALIC June 2011 - February 2012
BBVA Compass September 2008 - April 2011
Prescott, AZ 2007 - 2008
Maptuit Corp. 2006 - 2007
Oracle 2004 - 2006
RSA Security 1999 - 2004
Education
Saint Anselm College 1987 — 1991
BA, Biology
Young's Market Company February 2014 - Present
Farmers Insurance February 2012 - February 2014
VALIC June 2011 - February 2012
BBVA Compass September 2008 - April 2011
Prescott, AZ 2007 - 2008
Maptuit Corp. 2006 - 2007
Oracle 2004 - 2006
RSA Security 1999 - 2004
Education
Saint Anselm College 1987 — 1991
BA, Biology
Kyle Marburger, ChFC's VALIC Experience May 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
VALIC May 2011 - Present
Saint Joseph's College January 2011 - Present
Horace Mann October 2006 - May 2011
Skills
Retirement Income..., Retirement Planning, Retirement, Series 6, Series 63, series 65, Financial Planning, 401k, Fixed Annuities, Insurance, Life Insurance, Mutual Funds, Series 65, Strategic Financial..., IRAs, Disability Insurance, Term Life Insurance, Investments
Education
The American College 2008 — 2011
Chartered Financial Consultant (ChFC)
St. Joseph's College (IN) 2002 — 2006
B.S., Management
VALIC May 2011 - Present
Saint Joseph's College January 2011 - Present
Horace Mann October 2006 - May 2011
Skills
Retirement Income..., Retirement Planning, Retirement, Series 6, Series 63, series 65, Financial Planning, 401k, Fixed Annuities, Insurance, Life Insurance, Mutual Funds, Series 65, Strategic Financial..., IRAs, Disability Insurance, Term Life Insurance, Investments
Education
The American College 2008 — 2011
Chartered Financial Consultant (ChFC)
St. Joseph's College (IN) 2002 — 2006
B.S., Management
Darlene Flagg's VALIC Experience July 2014 - Present
Job AVP, Retirement Services Marketing & Distributon at National Life Group
Industry Financial Services
Experience
National Life Group July 2015 - Present
VALIC July 2014 - Present
University of Phoenix November 2010 - Present
VALIC April 2006 - July 2014
AIG Retirement Services May 2003 - April 2006
Prudential Financial 2001 - 2003
Skills
Budgets, CRM, Coaching, Editing, Employee Training, IT Strategy, Integration, Investments, Management, Marketing, Marketing Communications, Mergers & Acquisitions, Mutual Funds, Process Improvement, Project Planning, Proposal Writing, Public Relations, Retirement Planning, Series 63, Series 7, Strategic Planning, Strategy, Team Building, Financial Services, Business Development, Marketing Strategy, Defined Contribution, Internal Communications
Education
Seton Hall University 1986 — 1990
BA & MA, Communications
National Life Group July 2015 - Present
VALIC July 2014 - Present
University of Phoenix November 2010 - Present
VALIC April 2006 - July 2014
AIG Retirement Services May 2003 - April 2006
Prudential Financial 2001 - 2003
Skills
Budgets, CRM, Coaching, Editing, Employee Training, IT Strategy, Integration, Investments, Management, Marketing, Marketing Communications, Mergers & Acquisitions, Mutual Funds, Process Improvement, Project Planning, Proposal Writing, Public Relations, Retirement Planning, Series 63, Series 7, Strategic Planning, Strategy, Team Building, Financial Services, Business Development, Marketing Strategy, Defined Contribution, Internal Communications
Education
Seton Hall University 1986 — 1990
BA & MA, Communications
Joan Simpson's VALIC Experience 1996 - Present
Job Sr. Regional Vice President at AIG VALIC
Industry Financial Services
Experience
VALIC 1996 - Present
AIG VALIC 1999 - 2005
Skills
Series 6, Fixed Annuities, Series 63, Series 7, Variable Annuities, Retirement, Mutual Funds, Series 24, Retirement Planning, IRAs, Life Insurance, Term Life Insurance
Education
Prescott College
Bachelor of Arts (B.A.), Psychology
VALIC 1996 - Present
AIG VALIC 1999 - 2005
Skills
Series 6, Fixed Annuities, Series 63, Series 7, Variable Annuities, Retirement, Mutual Funds, Series 24, Retirement Planning, IRAs, Life Insurance, Term Life Insurance
Education
Prescott College
Bachelor of Arts (B.A.), Psychology
Becky Meler's VALIC Experience September 1991 - Present
Job Pension Consultant @ VALIC
Industry Financial Services
Experience
VALIC September 1991 - Present
AIG Retirement 1991 - Present
valic 1991 - 2008
aig 1991 - 2008
american general 1991 - 2008
Education
Southern Illinois University, Carbondale
BS, Education
VALIC September 1991 - Present
AIG Retirement 1991 - Present
valic 1991 - 2008
aig 1991 - 2008
american general 1991 - 2008
Education
Southern Illinois University, Carbondale
BS, Education
Craig North, CMFC, CFP®'s VALIC Experience July 2003 - February 2013
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments October 2013 - Present
Fidelity Investments February 2013 - October 2013
VALIC July 2003 - February 2013
AXA Equitable December 2002 - June 2003
Hilton Worldwide June 1998 - June 2002
Skills
CMFC, Investment Advisory, Series 7, Series 66, Morningstar Principia..., Retirement Planning, Mutual Funds, Annuities, IRA's, 401k, Insurance Planning, Long Term Care Insurance
Education
Post Graduate 2004 — 2005
Executive Certificate in Financial Planning, Finance
Portland State University 2001 — 2004
Bachelor's degree, Finance and Financial Management Services
University of Portland 1997 — 2001
Bachelor of Science, Psychology
Fidelity Investments April 2015 - Present
Fidelity Investments October 2013 - Present
Fidelity Investments February 2013 - October 2013
VALIC July 2003 - February 2013
AXA Equitable December 2002 - June 2003
Hilton Worldwide June 1998 - June 2002
Skills
CMFC, Investment Advisory, Series 7, Series 66, Morningstar Principia..., Retirement Planning, Mutual Funds, Annuities, IRA's, 401k, Insurance Planning, Long Term Care Insurance
Education
Post Graduate 2004 — 2005
Executive Certificate in Financial Planning, Finance
Portland State University 2001 — 2004
Bachelor's degree, Finance and Financial Management Services
University of Portland 1997 — 2001
Bachelor of Science, Psychology
James Robert Dickie's VALIC Experience March 2009 - February 2012
Job Wealth management advisor at Integrity Wealth Management & JHS Capital Advisors.
Industry Financial Services
Experience
Integrity Wealth Management/ JHS Capital Advisors February 2012 - Present
VALIC March 2009 - February 2012
Reid Saunders Association January 2008 - January 2009
Wells Fargo Advisors(Private Client Service's) October 2006 - February 2008
Skills
Financial Planning, Investment Advisory, Wealth Management, Retirement, Fixed Annuities, Mutual Funds, IRAs, Investment Strategies, Financial Advisory, Asset Allocation, Estate Planning, Investments, Series 65, Wealth, Securities, College Savings Plans, Series 63, Pensions, 529 Plans, Saving for Education
Education
St Mary's University (Moraga CA) 2002 — 2003
Sonoma State University 2000 — 2003
Integrity Wealth Management/ JHS Capital Advisors February 2012 - Present
VALIC March 2009 - February 2012
Reid Saunders Association January 2008 - January 2009
Wells Fargo Advisors(Private Client Service's) October 2006 - February 2008
Skills
Financial Planning, Investment Advisory, Wealth Management, Retirement, Fixed Annuities, Mutual Funds, IRAs, Investment Strategies, Financial Advisory, Asset Allocation, Estate Planning, Investments, Series 65, Wealth, Securities, College Savings Plans, Series 63, Pensions, 529 Plans, Saving for Education
Education
St Mary's University (Moraga CA) 2002 — 2003
Sonoma State University 2000 — 2003
Peggy Cantu's VALIC Experience August 1997 - November 2000
Job Technical Business Management Analyst at LyondellBasell
Industry Chemicals
Experience
LyondellBasell Industries November 2000 - Present
VALIC August 1997 - November 2000
Pier 1 Imports January 1989 - October 1994
Skills
IT Management, SAP, ITIL, SAP R/3, SharePoint, Apptio, BMC Remedy, Active Directory, Integration, Data Center, SDLC, Business Analysis, Technical Support, Management, Disaster Recovery, IT Service Management, Incident Management, Change Management, Operating Systems, Information Technology, SCCM, XP, Hardware, Data Migration, Group Policy, Visio, Citrix, ERP, System Deployment, Business Process, Software Documentation, IT Strategy, Microsoft Exchange, Infrastructure, Troubleshooting, Process Engineering, Security, IT Operations
Education
Sam Houston State University 1995 — 1997
Master of Business Administration (M.B.A.)
Sam Houston State University 1984 — 1988
Bachelor's Degree, Mgr Photography Minor Business Admin
Cypress Creek High School
High School
LyondellBasell Industries November 2000 - Present
VALIC August 1997 - November 2000
Pier 1 Imports January 1989 - October 1994
Skills
IT Management, SAP, ITIL, SAP R/3, SharePoint, Apptio, BMC Remedy, Active Directory, Integration, Data Center, SDLC, Business Analysis, Technical Support, Management, Disaster Recovery, IT Service Management, Incident Management, Change Management, Operating Systems, Information Technology, SCCM, XP, Hardware, Data Migration, Group Policy, Visio, Citrix, ERP, System Deployment, Business Process, Software Documentation, IT Strategy, Microsoft Exchange, Infrastructure, Troubleshooting, Process Engineering, Security, IT Operations
Education
Sam Houston State University 1995 — 1997
Master of Business Administration (M.B.A.)
Sam Houston State University 1984 — 1988
Bachelor's Degree, Mgr Photography Minor Business Admin
Cypress Creek High School
High School
Jim Contino's VALIC Experience October 1995 - Present
Job Advisor at VALIC
Industry Financial Services
Experience
VALIC October 1995 - Present
Skills
Structural Engineering, Finance, Risk Management, Project Planning, Contract Management, Construction, Construction Management, Investments, AutoCAD, Financial Planning
Education
Penn State University 1987 — 1992
BAE, Architectural Engineering - Structural Engineering
VALIC October 1995 - Present
Skills
Structural Engineering, Finance, Risk Management, Project Planning, Contract Management, Construction, Construction Management, Investments, AutoCAD, Financial Planning
Education
Penn State University 1987 — 1992
BAE, Architectural Engineering - Structural Engineering
Chris Fasy's VALIC Experience January 2010 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2010 - Present
Edward Jones February 2009 - November 2009
Education
Stephen F. Austin State University 2004 — 2008
Bachelor of Business Administration, Business Marketing
VALIC January 2010 - Present
Edward Jones February 2009 - November 2009
Education
Stephen F. Austin State University 2004 — 2008
Bachelor of Business Administration, Business Marketing
Jeremiah Buden's VALIC Experience September 2014 - Present
Job Investment Advisor Representative at VALIC
Industry Financial Services
Experience
VALIC September 2014 - Present
ING Financial Partners March 2014 - September 2014
Capital Acquisitions April 2012 - January 2014
F & D Group September 2010 - April 2012
LevelTech Consulting Group, Inc. April 2010 - September 2010
Women's World Banking June 2008 - August 2008
Deutsche Bank June 2007 - August 2007
Education
Pomona College 2005 — 2009
Bachelor's Degree, Economics
VALIC September 2014 - Present
ING Financial Partners March 2014 - September 2014
Capital Acquisitions April 2012 - January 2014
F & D Group September 2010 - April 2012
LevelTech Consulting Group, Inc. April 2010 - September 2010
Women's World Banking June 2008 - August 2008
Deutsche Bank June 2007 - August 2007
Education
Pomona College 2005 — 2009
Bachelor's Degree, Economics
Meimei Leung's VALIC Experience March 2001 - December 2004
Job self employed at Consultant/Broker/Owner
Industry Financial Services
Experience
Consultant/Broker/Owner April 2007 - Present
Meimei Leung/Broker May 2005 - Present
VALIC March 2001 - December 2004
Education
San Francisco State University 1985 — 1999
BS, Business in Marketing
Consultant/Broker/Owner April 2007 - Present
Meimei Leung/Broker May 2005 - Present
VALIC March 2001 - December 2004
Education
San Francisco State University 1985 — 1999
BS, Business in Marketing
James Manly's VALIC Experience July 2006 - Present
Job Investment Advisor Representative at VALIC
Industry Financial Services
Experience
VALIC July 2006 - Present
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Series 7, Wealth Management, Mutual Funds, 401k, Retirement, Investments, Fixed Annuities
Education
Sonoma State University
VALIC July 2006 - Present
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Series 7, Wealth Management, Mutual Funds, 401k, Retirement, Investments, Fixed Annuities
Education
Sonoma State University
Deborah Rudd's VALIC Experience
Job Sr. Plan Coordinator at VALIC
Industry Financial Services
Experience
VALIC
Skills
Retirement, FINRA, Mutual Funds, Series 63, Series 65, Retirement Planning, Fixed Annuities, Series 6, 401k, Series 7, Securities, Asset Allocation
Education
Sinclair Community College 1973 — 1976
Associate of Science (A.S.), Executive Assistant/Executive Secretary
VALIC
Skills
Retirement, FINRA, Mutual Funds, Series 63, Series 65, Retirement Planning, Fixed Annuities, Series 6, 401k, Series 7, Securities, Asset Allocation
Education
Sinclair Community College 1973 — 1976
Associate of Science (A.S.), Executive Assistant/Executive Secretary
Roxanne Barton's VALIC Experience June 1995 - Present
Job Vice President at VALIC
Industry Financial Services
Experience
VALIC June 1995 - Present
Skills
SDLC, Business Analysis, Vendor Management, Process Improvement, Requirements Analysis, Project Management, Integration, Risk Management, Software Project..., CRM, Insurance, Financial Services, Program Management, Microsoft SQL Server, Project Delivery
Education
Stephen F. Austin State University 1990 — 1993
BBA
VALIC June 1995 - Present
Skills
SDLC, Business Analysis, Vendor Management, Process Improvement, Requirements Analysis, Project Management, Integration, Risk Management, Software Project..., CRM, Insurance, Financial Services, Program Management, Microsoft SQL Server, Project Delivery
Education
Stephen F. Austin State University 1990 — 1993
BBA
Ryan Toth's VALIC Experience May 2010 - February 2012
Job Retirement Services Professional
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
The Newport Group December 2012 - June 2014
PenServ Plan Services January 2012 - November 2012
VALIC May 2010 - February 2012
Applied Pension Professionals January 2010 - May 2010
Lincoln Financial Group August 2008 - January 2010
Menards Inc September 2007 - August 2008
Skills
Microsoft Excel, Outlook, Sales, Customer Service, PowerPoint, Microsoft Word, Accounting, Time Management, Management, Networking, Management Development, Recording, 401k, Insurance, Retirement Planning, Strategic Financial..., Retirement, Investments, Mutual Funds
Education
Purdue University - Krannert School of Management 2002 — 2007
Bachelor of Science, Management
Wells Fargo June 2014 - Present
The Newport Group December 2012 - June 2014
PenServ Plan Services January 2012 - November 2012
VALIC May 2010 - February 2012
Applied Pension Professionals January 2010 - May 2010
Lincoln Financial Group August 2008 - January 2010
Menards Inc September 2007 - August 2008
Skills
Microsoft Excel, Outlook, Sales, Customer Service, PowerPoint, Microsoft Word, Accounting, Time Management, Management, Networking, Management Development, Recording, 401k, Insurance, Retirement Planning, Strategic Financial..., Retirement, Investments, Mutual Funds
Education
Purdue University - Krannert School of Management 2002 — 2007
Bachelor of Science, Management
Rebecca McCay (Levy/Klavan)'s VALIC Experience May 2000 - February 2010
Job Director Retirement Documents Compliance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2014 - Present
TIAA-CREF November 2010 - August 2014
VALIC and AIG Annuity May 2000 - February 2010
VALIC May 2000 - February 2010
Bank of America 1983 - 1990
Skills
Retirement, Retirement Planning, Fixed Annuities, IRAs, ERISA, Financial Advisory, Securities, FINRA, Mutual Funds, 401k, Estate Planning, Insurance, Financial Services
Education
South Texas College of Law 1993 — 1996
J.D., Law
University of Houston 1981 — 1983
MBA, Finance
The University of Texas at Austin 1975 — 1978
BA, English Literature
TIAA-CREF 2014 - Present
TIAA-CREF November 2010 - August 2014
VALIC and AIG Annuity May 2000 - February 2010
VALIC May 2000 - February 2010
Bank of America 1983 - 1990
Skills
Retirement, Retirement Planning, Fixed Annuities, IRAs, ERISA, Financial Advisory, Securities, FINRA, Mutual Funds, 401k, Estate Planning, Insurance, Financial Services
Education
South Texas College of Law 1993 — 1996
J.D., Law
University of Houston 1981 — 1983
MBA, Finance
The University of Texas at Austin 1975 — 1978
BA, English Literature
Louis Kevin Jeffries's VALIC Experience 2006 - 2006
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade July 2009 - Present
TD Ameritrade December 2006 - July 2009
JP Morgan Chase January 2002 - March 2006
VALIC 2006 - 2006
Skills
Securities, Investments, Portfolio Management, Asset Allocation, Finance, Mutual Funds, Wealth Management, Series 63, FINRA, Series 7, Retirement Planning, ETFs, IRAs
Education
Southern Illinois University, Carbondale 1996 — 2001
BS, Finance
Scottrade July 2009 - Present
TD Ameritrade December 2006 - July 2009
JP Morgan Chase January 2002 - March 2006
VALIC 2006 - 2006
Skills
Securities, Investments, Portfolio Management, Asset Allocation, Finance, Mutual Funds, Wealth Management, Series 63, FINRA, Series 7, Retirement Planning, ETFs, IRAs
Education
Southern Illinois University, Carbondale 1996 — 2001
BS, Finance
Brittney Barrow's VALIC Experience February 2008 - January 2011
Job Administrative Professional
Industry Legal Services
Experience
The Seaton Companies June 2015 - Present
RR DONNELLEY August 2014 - October 2014
Therapeutic Proteins International, LLC February 2014 - July 2014
Western Illinois University November 2011 - December 2012
VALIC February 2008 - January 2011
Skills
Outlook, Data Entry, Administrative..., Microsoft Excel, Customer Service, Access, Microsoft Word, Microsoft Office, PowerPoint, Spreadsheets, Critical Thinking, Higher Education, Editing, Proofreading, Research, Nonprofits, Event Planning
Education
Roosevelt University
Certificate of Paralegal Studies
Western Illinois University
Bachelor of Arts (B.A.), English Language and Literature
The Seaton Companies June 2015 - Present
RR DONNELLEY August 2014 - October 2014
Therapeutic Proteins International, LLC February 2014 - July 2014
Western Illinois University November 2011 - December 2012
VALIC February 2008 - January 2011
Skills
Outlook, Data Entry, Administrative..., Microsoft Excel, Customer Service, Access, Microsoft Word, Microsoft Office, PowerPoint, Spreadsheets, Critical Thinking, Higher Education, Editing, Proofreading, Research, Nonprofits, Event Planning
Education
Roosevelt University
Certificate of Paralegal Studies
Western Illinois University
Bachelor of Arts (B.A.), English Language and Literature
David Willenborg's VALIC Experience January 2011 - January 2014
Job Experienced Financial Services Professional
Industry Financial Services
Experience
TradePMR March 2015 - Present
Farm Bureau Financial Services February 2014 - September 2014
VALIC January 2011 - January 2014
Chase Bank November 2009 - May 2010
Chase Investment Services Corp August 2008 - November 2009
Morgan Stanley July 2003 - August 2008
Cardinal Building Materials March 2002 - July 2003
Cardinal Building Materials October 1998 - March 2002
Rutledge Youth Foundation March 1997 - October 1998
Kemmerer Village September 1996 - March 1997
Skills
Management, Finance, Sales, Portfolio Management, Financial Services, Hold Series 7, Hold Series 66, Retirement, Life Insurance, Securities, Uniform Combined State..., Health Insurance
Education
Quincy University 1991 — 1995
Bachelor of Arts, Psychology
TradePMR March 2015 - Present
Farm Bureau Financial Services February 2014 - September 2014
VALIC January 2011 - January 2014
Chase Bank November 2009 - May 2010
Chase Investment Services Corp August 2008 - November 2009
Morgan Stanley July 2003 - August 2008
Cardinal Building Materials March 2002 - July 2003
Cardinal Building Materials October 1998 - March 2002
Rutledge Youth Foundation March 1997 - October 1998
Kemmerer Village September 1996 - March 1997
Skills
Management, Finance, Sales, Portfolio Management, Financial Services, Hold Series 7, Hold Series 66, Retirement, Life Insurance, Securities, Uniform Combined State..., Health Insurance
Education
Quincy University 1991 — 1995
Bachelor of Arts, Psychology
Gaye Kinkopf's VALIC Experience July 2013 - March 2014
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
VALIC July 2013 - March 2014
Security National Bank Division of the Park National Bank July 2010 - July 2013
Education
University of Cincinnati 2003 — 2005
Bachelor of Business Administration (BBA), Finance, Dean's list
Sinclair Community College 2002 — 2003
Associate of Science (A.S.), Business Administration and Management, General, Dean's list
Fidelity Investments March 2014 - Present
VALIC July 2013 - March 2014
Security National Bank Division of the Park National Bank July 2010 - July 2013
Education
University of Cincinnati 2003 — 2005
Bachelor of Business Administration (BBA), Finance, Dean's list
Sinclair Community College 2002 — 2003
Associate of Science (A.S.), Business Administration and Management, General, Dean's list
Henrietta (Charlie) Davis, MBA's VALIC Experience 2006 - 2014
Job Operations Manager, Supervisor, Analyst
Industry Financial Services
Experience
VALIC 2006 - 2014
VALIC 2001 - 2006
VALIC 2000 - 2001
Skills
401k, Mutual Funds, Defined Benefit, Retirement, Fixed Income, Pensions, Securities, Investments, Call Centers, Financial Services, Insurance, PowerPoint, Project Management, Series 7, Customer Service, Process Improvement
Education
Regis University 2012 — 2014
MBA, Operations Management
University of Houston-Downtown 2009 — 2011
Bachelor of Science (B.S.), Interdisciplinary Studies
VALIC 2006 - 2014
VALIC 2001 - 2006
VALIC 2000 - 2001
Skills
401k, Mutual Funds, Defined Benefit, Retirement, Fixed Income, Pensions, Securities, Investments, Call Centers, Financial Services, Insurance, PowerPoint, Project Management, Series 7, Customer Service, Process Improvement
Education
Regis University 2012 — 2014
MBA, Operations Management
University of Houston-Downtown 2009 — 2011
Bachelor of Science (B.S.), Interdisciplinary Studies
Yulia V. Young's VALIC Experience January 2012 - July 2012
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch, Morgan Stanley, Prime Wealth Strategies (WFG) 2013 - Present
Charles Schwab July 2012 - February 2013
Merrill Lynch 2013 - 2013
Morgan Stanley Wealth Management 2013 - 2013
VALIC January 2012 - July 2012
Fidelity Investments September 2000 - February 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Investments, 401k, Asset Allocation, Uniform Combined State..., Strategic Financial..., Wealth Management, Fixed Annuities, Investment Advisory, Asset Management, Equities, Project Management, Risk Management, Series 65, Securities, Alternative Investments, Series 6, Series 24, Financial Advisory, FINRA, Strategy, Investment Strategies, Financial Services, Financial Planning
Education
St. Edward's University 1995 — 1997
BBA, Business Management, Marketing, Linguistics
The University of Texas at Austin 1993 — 1995
Business Administration and Management, General
Merrill Lynch, Morgan Stanley, Prime Wealth Strategies (WFG) 2013 - Present
Charles Schwab July 2012 - February 2013
Merrill Lynch 2013 - 2013
Morgan Stanley Wealth Management 2013 - 2013
VALIC January 2012 - July 2012
Fidelity Investments September 2000 - February 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Investments, 401k, Asset Allocation, Uniform Combined State..., Strategic Financial..., Wealth Management, Fixed Annuities, Investment Advisory, Asset Management, Equities, Project Management, Risk Management, Series 65, Securities, Alternative Investments, Series 6, Series 24, Financial Advisory, FINRA, Strategy, Investment Strategies, Financial Services, Financial Planning
Education
St. Edward's University 1995 — 1997
BBA, Business Management, Marketing, Linguistics
The University of Texas at Austin 1993 — 1995
Business Administration and Management, General
robert minerowicz's VALIC Experience May 2006 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC May 2006 - Present
Skills
Retirement Planning, Series 7, 529 Plans, Wealth Accumulation, Retirement
Education
Penn State University
VALIC May 2006 - Present
Skills
Retirement Planning, Series 7, 529 Plans, Wealth Accumulation, Retirement
Education
Penn State University
Alan Pamintuan's VALIC Experience February 2003 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2003 - Present
UBS September 2000 - February 2003
Skills
Mutual Funds, Retirement Planning, Retirement, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Financial Planning, Securities, Series 7, Fixed Annuities
Education
San Diego State University-California State University
Bachelor of Science, Statistics
San Diego State University-California State University
VALIC February 2003 - Present
UBS September 2000 - February 2003
Skills
Mutual Funds, Retirement Planning, Retirement, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Financial Planning, Securities, Series 7, Fixed Annuities
Education
San Diego State University-California State University
Bachelor of Science, Statistics
San Diego State University-California State University
Lori Lake's VALIC Experience 1980 - 2002
Job Office Manager at Blueback Reservoir Americas LLC
Industry Banking
Experience
Blueback Reservoir Americas LLC September 2012 - Present
Encore Bank September 2008 - August 2012
Elegant Edibles 2002 - September 2008
VALIC 1980 - 2002
Skills
Banking, Securities Regulation, Corporate Governance, Financial Regulation, SEC, Administrative..., Executive Office..., Equity Plans
Education
Sam Houston State University 1978 — 1980
Elementary Education and Teaching
Blueback Reservoir Americas LLC September 2012 - Present
Encore Bank September 2008 - August 2012
Elegant Edibles 2002 - September 2008
VALIC 1980 - 2002
Skills
Banking, Securities Regulation, Corporate Governance, Financial Regulation, SEC, Administrative..., Executive Office..., Equity Plans
Education
Sam Houston State University 1978 — 1980
Elementary Education and Teaching
Patricia Schnitz's VALIC Experience 1996 - 2001
Job Nurse auditor at Healthcare Recoveries
Industry Insurance
Experience
Healthcare Recoveries 2001 - Present
VALIC 1996 - 2001
Hcx 1994 - 1996
Skills
Masters in health...
Education
St. Xavier's College
Bachelor degree, Registered Nursing/Registered Nurse
St.mary of Nazareth nursing school
Registered nurse, Nursing
Healthcare Recoveries 2001 - Present
VALIC 1996 - 2001
Hcx 1994 - 1996
Skills
Masters in health...
Education
St. Xavier's College
Bachelor degree, Registered Nursing/Registered Nurse
St.mary of Nazareth nursing school
Registered nurse, Nursing
Jerry Dolinsky's VALIC Experience May 2004 - July 2012
Job VP Financial Advisor JPMorgan Chase Securities LLC
Industry Financial Services
Experience
JPMorgan Chase July 2012 - Present
VALIC May 2004 - July 2012
Verizon Wireless April 1991 - November 2003
United States Air Force 1986 - 1990
Education
Southern Illinois University, Carbondale 1987 — 1989
BS, Industrial Technology
JPMorgan Chase July 2012 - Present
VALIC May 2004 - July 2012
Verizon Wireless April 1991 - November 2003
United States Air Force 1986 - 1990
Education
Southern Illinois University, Carbondale 1987 — 1989
BS, Industrial Technology
Nannette Johnson, MBA, CRPC's VALIC Experience April 2010 - September 2010
Job Wealth Advisor at USAA
Industry Financial Services
Derrick Thames's VALIC Experience March 2002 - March 2006
Job Annuity Post Issue at MetLife
Industry Financial Services
Experience
MetLife December 2013 - Present
AXA Equitable July 2009 - Present
TIAA-CREF March 2006 - February 2009
VALIC March 2002 - March 2006
Skills
Insurance, Banking, Retirement, Customer Service, Investments, Training, Fixed Annuities, Pensions, Retirement Planning, Financial Services, Process Improvement, Mutual Funds, Life Insurance, Risk Management, Leadership
Education
Prairie View A&M University 1994 — 1998
MetLife December 2013 - Present
AXA Equitable July 2009 - Present
TIAA-CREF March 2006 - February 2009
VALIC March 2002 - March 2006
Skills
Insurance, Banking, Retirement, Customer Service, Investments, Training, Fixed Annuities, Pensions, Retirement Planning, Financial Services, Process Improvement, Mutual Funds, Life Insurance, Risk Management, Leadership
Education
Prairie View A&M University 1994 — 1998
Naquita Arnold's VALIC Experience November 2013 - Present
Job Associate Director Marketing Strategy at VALIC
Industry Financial Services
Experience
VALIC November 2013 - Present
Western National and VALIC July 2006 - November 2013
C2 Media September 1999 - July 2006
Meridian Nursing Services May 1996 - January 1999
Skills
Strategic Planning, Marketing Communications, Marketing Strategy, Brand Management, Account Management, Relationship Marketing, Financial Services, Direct Marketing, Direct Mail, Email Marketing, Integrated Marketing, Advertising, Management, Competitive Analysis, Marketing
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1994
Bachelor of Arts (B.A.), Mass Communication/Media Studies
VALIC November 2013 - Present
Western National and VALIC July 2006 - November 2013
C2 Media September 1999 - July 2006
Meridian Nursing Services May 1996 - January 1999
Skills
Strategic Planning, Marketing Communications, Marketing Strategy, Brand Management, Account Management, Relationship Marketing, Financial Services, Direct Marketing, Direct Mail, Email Marketing, Integrated Marketing, Advertising, Management, Competitive Analysis, Marketing
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1994
Bachelor of Arts (B.A.), Mass Communication/Media Studies
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO