VALIC Company
Industry: Insurance company
DescriptionThe Variable Annuity Life Insurance Company, or VALIC, a subsidiary of American International Group, Inc., is an insurance corporation that specializes in tax-qualified retirement plans, supplemental tax-deferred and after-tax investments. VALIC's CEO is Jana Greer. VALIC's headquarters are in Houston, Texas. Headquarters: Houston, Texas, United States Founded: 1955 Parent organizations: American General Life Insurance Co., AGC Life Insurance Company Subsidiaries: AIG Retirement Services,
VALIC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at VALIC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
VALIC Salaries. You can even request information on how much does VALIC pay if you want to. Learn about salaries, pros and cons of working for VALIC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,128 VALIC employees in database. Find out everything there's to know about VALIC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
VALIC Employees
Employee
Years
Job
Industry
Albert Thurston Tharin Albert Thurston Tharin's VALIC Experience 1992 - 2000
Job Executive experienced in sales,operations and relationship management
Industry Management Consulting
Experience
The Boselli Foundation November 2013 - February 2014
Meddin Studios, LLC January 2010 - 2013
Alberts Grill 2009 - 2010
Nicollet Wealth Management 2006 - 2008
AIG / VALIC 2004 - 2006
M&I Trust Company 2001 - 2004
VALIC 1992 - 2000
Skills
Marketing Strategy, Negotiation, Strategic Planning, Sales Management, New Business Development, Business Planning, Business Strategy, Food, Budgets, Marketing, Sales, Retail, Customer Service, Product Development, Team Building, Results-driven..., Leadership, Management
Education
The University of Georgia
BA, Economics
The Boselli Foundation November 2013 - February 2014
Meddin Studios, LLC January 2010 - 2013
Alberts Grill 2009 - 2010
Nicollet Wealth Management 2006 - 2008
AIG / VALIC 2004 - 2006
M&I Trust Company 2001 - 2004
VALIC 1992 - 2000
Skills
Marketing Strategy, Negotiation, Strategic Planning, Sales Management, New Business Development, Business Planning, Business Strategy, Food, Budgets, Marketing, Sales, Retail, Customer Service, Product Development, Team Building, Results-driven..., Leadership, Management
Education
The University of Georgia
BA, Economics
Garrett Gee Garrett Gee's VALIC Experience March 2014 - May 2015
Job Compliance Analyst
Industry Financial Services
Experience
AIG May 2015 - Present
CrossFit West Houston August 2014 - May 2015
VALIC March 2014 - May 2015
Great-West Financial January 2013 - February 2014
Association Protection Services December 2010 - January 2013
Florida Gas Transmission August 2008 - June 2009
Matson Integrated Logistics April 2006 - August 2008
Skills
Bloomberg, Budgets, Data Analysis, Equity Research, Finance, Financial Analysis, Financial Modeling, Forecasting, Investments, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Project Management, Sales, Strategic Planning, Team Leadership, Valuation, Strategic Financial...
Education
Trinity University 2001 — 2005
Bachelors, Finance
AIG May 2015 - Present
CrossFit West Houston August 2014 - May 2015
VALIC March 2014 - May 2015
Great-West Financial January 2013 - February 2014
Association Protection Services December 2010 - January 2013
Florida Gas Transmission August 2008 - June 2009
Matson Integrated Logistics April 2006 - August 2008
Skills
Bloomberg, Budgets, Data Analysis, Equity Research, Finance, Financial Analysis, Financial Modeling, Forecasting, Investments, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Project Management, Sales, Strategic Planning, Team Leadership, Valuation, Strategic Financial...
Education
Trinity University 2001 — 2005
Bachelors, Finance
Darrell Wolfe Darrell Wolfe's VALIC Experience April 2002 - February 2004
Job Vice President of Sales at 3Mark Financial
Industry Financial Services
Experience
3Mark Financial April 2014 - Present
3Mark Financial July 2008 - April 2014
Crump Life Insurance Services February 2004 - June 2008
VALIC April 2002 - February 2004
Skills
Sales, Marketing, Insurance, Sales Management, Fixed Annuities, Account Management, Term Life Insurance, Life Insurance, Relationship Management, Disability Insurance
Education
Texas A&M University 1996 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Alief hastings
3Mark Financial April 2014 - Present
3Mark Financial July 2008 - April 2014
Crump Life Insurance Services February 2004 - June 2008
VALIC April 2002 - February 2004
Skills
Sales, Marketing, Insurance, Sales Management, Fixed Annuities, Account Management, Term Life Insurance, Life Insurance, Relationship Management, Disability Insurance
Education
Texas A&M University 1996 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Alief hastings
Jocelyn Cates, CRPC's VALIC Experience August 2012 - August 2013
Job Vice President of Business Development/Financial Advisor
Industry Financial Services
Experience
Investment Professionals, Inc. January 2015 - Present
Investment Professionals, Inc. August 2013 - January 2015
VALIC August 2012 - August 2013
USAA February 2008 - August 2012
Wells Fargo Advisors April 2006 - September 2007
Merrill Lynch April 2004 - April 2006
Edward Jones May 2001 - April 2004
Skills
Strategic Planning, Project Management, Process Improvement, Microsoft Office, Customer Service, Analysis, Budget, Event Management, Client Relations Skills, Presentations, Retirement Planning, Public Speaking, 403b, 401k, Mutual Funds, Bonds, Annuity Sales, Teachers Retirement..., Human Resources, Defined Benefit, Retirement Benefits, Employee Benefits, Military Retirement..., Organizational..., Written & Oral..., Business Development, Product Marketing, Finance, Wealth Management, Budgets, Investments, Financial Services
Education
The University of Texas at El Paso 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General
Investment Professionals, Inc. January 2015 - Present
Investment Professionals, Inc. August 2013 - January 2015
VALIC August 2012 - August 2013
USAA February 2008 - August 2012
Wells Fargo Advisors April 2006 - September 2007
Merrill Lynch April 2004 - April 2006
Edward Jones May 2001 - April 2004
Skills
Strategic Planning, Project Management, Process Improvement, Microsoft Office, Customer Service, Analysis, Budget, Event Management, Client Relations Skills, Presentations, Retirement Planning, Public Speaking, 403b, 401k, Mutual Funds, Bonds, Annuity Sales, Teachers Retirement..., Human Resources, Defined Benefit, Retirement Benefits, Employee Benefits, Military Retirement..., Organizational..., Written & Oral..., Business Development, Product Marketing, Finance, Wealth Management, Budgets, Investments, Financial Services
Education
The University of Texas at El Paso 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General
Marina Ruseva, CPA Marina Ruseva, CPA's VALIC Experience June 2010 - August 2010
Job Senior Tax Consultant at Deloitte Tax LLP
Industry Accounting
Experience
University of Houston August 2014 - Present
Deloitte Tax LLP August 2012 - May 2014
Deloitte Tax LLP October 2010 - August 2012
VALIC June 2010 - August 2010
University of Houston August 2007 - August 2010
AIG June 2008 - August 2008
Skills
Tax, Accounting, Financial Reporting, Sarbanes-Oxley Act, Tax Preparation, Tax Research, Expatriate Tax, Microsoft Excel, Income Tax, GAAP, General Ledger, Financial Analysis, Microsoft Office, CPA, Tax Accounting
Education
University of Houston, C.T. Bauer College of Business 2009 — 2010
MS Accountancy
University of Houston, C.T. Bauer College of Business 2005 — 2008
Accounting , B.B.A.
Technical University Sofia 2000 — 2003
Computer Systems and Technologies
University of Houston August 2014 - Present
Deloitte Tax LLP August 2012 - May 2014
Deloitte Tax LLP October 2010 - August 2012
VALIC June 2010 - August 2010
University of Houston August 2007 - August 2010
AIG June 2008 - August 2008
Skills
Tax, Accounting, Financial Reporting, Sarbanes-Oxley Act, Tax Preparation, Tax Research, Expatriate Tax, Microsoft Excel, Income Tax, GAAP, General Ledger, Financial Analysis, Microsoft Office, CPA, Tax Accounting
Education
University of Houston, C.T. Bauer College of Business 2009 — 2010
MS Accountancy
University of Houston, C.T. Bauer College of Business 2005 — 2008
Accounting , B.B.A.
Technical University Sofia 2000 — 2003
Computer Systems and Technologies
Lee Trevino Lee Trevino's VALIC Experience August 2015 - Present
Job Retirement specialist
Industry Financial Services
Experience
VALIC August 2015 - Present
Union Pacific Railroad April 2014 - May 2015
Union Pacific Railroad March 2012 - April 2014
Convergys July 2007 - February 2012
Convergys June 2006 - July 2007
Convergys June 2005 - June 2006
Skills
Customer Service, Customer Satisfaction, Marketing, PowerPoint, Training, Operations Management, Recruiting, Event Planning, Microsoft Excel, Team Building, Troubleshooting
Education
Texas A&M International University 2013 — 2015
Master of Business Administration (MBA), International Business
Texas A&M International University
Bachelor of Business Administration (B.B.A.), Marketing
VALIC August 2015 - Present
Union Pacific Railroad April 2014 - May 2015
Union Pacific Railroad March 2012 - April 2014
Convergys July 2007 - February 2012
Convergys June 2006 - July 2007
Convergys June 2005 - June 2006
Skills
Customer Service, Customer Satisfaction, Marketing, PowerPoint, Training, Operations Management, Recruiting, Event Planning, Microsoft Excel, Team Building, Troubleshooting
Education
Texas A&M International University 2013 — 2015
Master of Business Administration (MBA), International Business
Texas A&M International University
Bachelor of Business Administration (B.B.A.), Marketing
Scott Milstein Scott Milstein's VALIC Experience April 1986 - May 2012
Job Financial Consultant at CUSO Financial Services, LP
Industry Financial Services
Experience
TruMark Financial Credit Union April 2015 - Present
CUSO Financial Services, LP April 2015 - Present
Lincoln Investment July 2013 - April 2015
CUSO Financial Services January 2013 - July 2013
Karr Barth Associates/AXA Advisors, LLC May 2012 - January 2013
Valic April 1986 - May 2012
Clover 1979 - 1986
Skills
Retirement Planning, Fixed Annuities, Retirement, Insurance, Variable Annuities, Series 7, Series 6, Series 63, Asset Allocation, Pensions, Relationship Management, Retirement Income..., Annuity, IRA's, Long-term Care, Asset Managment, Fixed Assets, Mutual funds, Separately Managed..., Portfolio Management, Qualified Retirement..., Retirement Savings, 403 b, 403 b rollover, 401k Rollovers, IRA rollovers, Roth IRA, Investments, Financial Services, 401k, Investment Advisory, Financial Advisory, Series 65, Defined Contribution, Annuity Sales, Rollovers, Securities, Investment Management, Financial Planning, 457 Plans, Retirement Income..., Wealth Management, Index annuities
Education
Temple University 1974 — 1978
TruMark Financial Credit Union April 2015 - Present
CUSO Financial Services, LP April 2015 - Present
Lincoln Investment July 2013 - April 2015
CUSO Financial Services January 2013 - July 2013
Karr Barth Associates/AXA Advisors, LLC May 2012 - January 2013
Valic April 1986 - May 2012
Clover 1979 - 1986
Skills
Retirement Planning, Fixed Annuities, Retirement, Insurance, Variable Annuities, Series 7, Series 6, Series 63, Asset Allocation, Pensions, Relationship Management, Retirement Income..., Annuity, IRA's, Long-term Care, Asset Managment, Fixed Assets, Mutual funds, Separately Managed..., Portfolio Management, Qualified Retirement..., Retirement Savings, 403 b, 403 b rollover, 401k Rollovers, IRA rollovers, Roth IRA, Investments, Financial Services, 401k, Investment Advisory, Financial Advisory, Series 65, Defined Contribution, Annuity Sales, Rollovers, Securities, Investment Management, Financial Planning, 457 Plans, Retirement Income..., Wealth Management, Index annuities
Education
Temple University 1974 — 1978
Jessie Taube's VALIC Experience July 2011 - July 2012
Job Seeking a summer internship
Industry
Experience
Trinity University, Campus Publications January 2015 - Present
Trinity University, Theatre Department August 2012 - May 2014
The Counter May 2013 - August 2013
VALIC July 2011 - July 2012
National Oilwell Varco June 2011 - June 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Social Media, Public Speaking, Teamwork, Research, English, Spanish, Training, Fundraising, Marketing Communications, Event Planning, Facebook, Social Networking, Time Management
Education
Trinity University 2012 — 2016
Bachelor of Arts (B.A.), International Economics
Trinity University, Campus Publications January 2015 - Present
Trinity University, Theatre Department August 2012 - May 2014
The Counter May 2013 - August 2013
VALIC July 2011 - July 2012
National Oilwell Varco June 2011 - June 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Social Media, Public Speaking, Teamwork, Research, English, Spanish, Training, Fundraising, Marketing Communications, Event Planning, Facebook, Social Networking, Time Management
Education
Trinity University 2012 — 2016
Bachelor of Arts (B.A.), International Economics
Heather Hennigh Heather Hennigh's VALIC Experience November 2010 - June 2013
Job Financial Advisor at Capital One
Industry Financial Services
Experience
Capital One January 2014 - Present
VALIC November 2010 - June 2013
Edward Jones January 2010 - October 2010
Edward Jones May 2009 - September 2009
Skills
Registered Investment..., FINRA Series 7, FINRA Series 66, Life, Health, and..., Financial Planning, Retirement Planning, Employee Benefits, Microsoft Office, Customer Service, New Business Development, Retirement Income..., Financial Education, Portfolio Management, Investments, College Savings Plans, Annuities, Insurance Planning, Long Term Care, Risk Management, Estate Planning, Budgeting, Asset Allocation, 401k, Long-term Care, Series 7, Fixed Annuities, Uniform Combined State..., Strategic Financial..., Retirement, Financial Planners, Investment Advisory, Wealth Management, Mutual Funds, FINRA, IRAs, Financial Advisory, 401k Rollovers, Investment Strategies
Education
Texas Tech University 2006 — 2009
Bachelor of Science, Personal Financial Planning
Capital One January 2014 - Present
VALIC November 2010 - June 2013
Edward Jones January 2010 - October 2010
Edward Jones May 2009 - September 2009
Skills
Registered Investment..., FINRA Series 7, FINRA Series 66, Life, Health, and..., Financial Planning, Retirement Planning, Employee Benefits, Microsoft Office, Customer Service, New Business Development, Retirement Income..., Financial Education, Portfolio Management, Investments, College Savings Plans, Annuities, Insurance Planning, Long Term Care, Risk Management, Estate Planning, Budgeting, Asset Allocation, 401k, Long-term Care, Series 7, Fixed Annuities, Uniform Combined State..., Strategic Financial..., Retirement, Financial Planners, Investment Advisory, Wealth Management, Mutual Funds, FINRA, IRAs, Financial Advisory, 401k Rollovers, Investment Strategies
Education
Texas Tech University 2006 — 2009
Bachelor of Science, Personal Financial Planning
Charles R. Garcia Jr.'s VALIC Experience 2001 - 2002
Job Lead Business Advisor at USAA
Industry Financial Services
Experience
USAA 2013 - Present
USAA 2011 - 2013
USAA 2010 - 2011
Knight Wealth Management 2007 - 2010
Merrill Lynch June 2002 - October 2007
VALIC 2001 - 2002
VALIC 1999 - 2001
Van Kampen Funds 1997 - 1999
Skills
Project Management, Vision Creation, Strategic Planning, Wealth Management..., Investment Strategies, Separately Managed..., Holistic Financial..., 529 Plans, ETFs, Business Development, Entrepreneurship, Six Sigma, Financial Advisory, Wealth, Strategy, Financial Services, Portfolio Management, Finance, Management, Leadership, Retirement Planning, Mutual Funds, Investment Advisory, Strategic Financial..., Retirement, Series 7, Asset Allocation, Series 63, Estate Planning, Investments, Wealth Management, 401k, Securities, Insurance, Financial Planning
Education
William Howard Taft University
Juris Doctor (J.D.), Law
The University of Texas at Austin 2013 — 2013
Innovator Certification Course, Innovation
University of St. Thomas
Certificate of Advanced Education, Financial Planning
University of Houston
BS, Psychology
USAA 2013 - Present
USAA 2011 - 2013
USAA 2010 - 2011
Knight Wealth Management 2007 - 2010
Merrill Lynch June 2002 - October 2007
VALIC 2001 - 2002
VALIC 1999 - 2001
Van Kampen Funds 1997 - 1999
Skills
Project Management, Vision Creation, Strategic Planning, Wealth Management..., Investment Strategies, Separately Managed..., Holistic Financial..., 529 Plans, ETFs, Business Development, Entrepreneurship, Six Sigma, Financial Advisory, Wealth, Strategy, Financial Services, Portfolio Management, Finance, Management, Leadership, Retirement Planning, Mutual Funds, Investment Advisory, Strategic Financial..., Retirement, Series 7, Asset Allocation, Series 63, Estate Planning, Investments, Wealth Management, 401k, Securities, Insurance, Financial Planning
Education
William Howard Taft University
Juris Doctor (J.D.), Law
The University of Texas at Austin 2013 — 2013
Innovator Certification Course, Innovation
University of St. Thomas
Certificate of Advanced Education, Financial Planning
University of Houston
BS, Psychology
Rhonda Henry's VALIC Experience 2005 - 2009
Job Office Manager at Global Atlatic Financial Company
Industry Insurance
Experience
Forethought Financial Group, Inc. May 2009 - Present
VALIC 2005 - 2009
St. Timothy Lutheran Church 2003 - 2005
AIG 1998 - 2002
American General Life Companies 1981 - 1998
Skills
Trade Shows, Event Planning, Marketing, Logistics, Bookkeeping, Executive Calendar..., Executive..., Oral & Written..., Confidentiality, Microsoft Office, QuickBooks, Lotus Notes, Lotus Organizer
Education
North Harris County College 1980 — 1981
Legal Secretary Certificate
Texas State University-San Marcos 1979 — 1980
Forethought Financial Group, Inc. May 2009 - Present
VALIC 2005 - 2009
St. Timothy Lutheran Church 2003 - 2005
AIG 1998 - 2002
American General Life Companies 1981 - 1998
Skills
Trade Shows, Event Planning, Marketing, Logistics, Bookkeeping, Executive Calendar..., Executive..., Oral & Written..., Confidentiality, Microsoft Office, QuickBooks, Lotus Notes, Lotus Organizer
Education
North Harris County College 1980 — 1981
Legal Secretary Certificate
Texas State University-San Marcos 1979 — 1980
Karl Fancher Karl Fancher's VALIC Experience 1994 - Present
Job Database Admin at VALIC
Industry Financial Services
Experience
VALIC 1994 - Present
VALIC 1989 - 1994
Skills
Microsoft SQL Server, Oracle, DB2, IMS DB/DC, Database Administration, COBOL, Systems Analysis, Enterprise Databases, Data Migration, Unix, EMC, IBM AIX, HP-UX, Solaris, Linux, Disaster Recovery, IT Audit, Security Audit
Education
Southwest Texas State University 1984 — 1987
Bachelor of Business Administration (BBA), Computer Information Systems
VALIC 1994 - Present
VALIC 1989 - 1994
Skills
Microsoft SQL Server, Oracle, DB2, IMS DB/DC, Database Administration, COBOL, Systems Analysis, Enterprise Databases, Data Migration, Unix, EMC, IBM AIX, HP-UX, Solaris, Linux, Disaster Recovery, IT Audit, Security Audit
Education
Southwest Texas State University 1984 — 1987
Bachelor of Business Administration (BBA), Computer Information Systems
Renee Gardner Renee Gardner's VALIC Experience May 2015 - Present
Job Marketing Analyst at VALIC
Industry Insurance
Experience
VALIC May 2015 - Present
Aetna July 2014 - April 2015
Basements, Decks, Etc. February 2013 - August 2013
Pediatrix Medical Group (MEDNAX) April 2012 - June 2012
TriWest Healthcare Alliance April 2010 - February 2012
TriWest Healthcare Alliance December 2008 - April 2010
TriWest Healthcare Alliance July 2006 - December 2008
Skills
Data Analysis, Data Management, Visio, Management, HTML, Networking, Leadership, Customer Service, Customer Service..., Microsoft Office, Website Creation, Website Building, Website Updating, Google Webmaster Tools, Healthcare Management, Provider Contracting, Credentialing, Reporting, Consult Tracking, DEERS (Defense..., CareRadius, Emptoris, Visual Cactus, Contract Coordination, Call Centers, PPO, Managed Care, Software Documentation, Healthcare, HIPAA, Healthcare Information..., Healthcare Industry, Medicare, Healthcare Consulting, Process Improvement
Education
The Art Institute of Pittsburgh-Online Division 2009 — 2010
Graphic Design
VALIC May 2015 - Present
Aetna July 2014 - April 2015
Basements, Decks, Etc. February 2013 - August 2013
Pediatrix Medical Group (MEDNAX) April 2012 - June 2012
TriWest Healthcare Alliance April 2010 - February 2012
TriWest Healthcare Alliance December 2008 - April 2010
TriWest Healthcare Alliance July 2006 - December 2008
Skills
Data Analysis, Data Management, Visio, Management, HTML, Networking, Leadership, Customer Service, Customer Service..., Microsoft Office, Website Creation, Website Building, Website Updating, Google Webmaster Tools, Healthcare Management, Provider Contracting, Credentialing, Reporting, Consult Tracking, DEERS (Defense..., CareRadius, Emptoris, Visual Cactus, Contract Coordination, Call Centers, PPO, Managed Care, Software Documentation, Healthcare, HIPAA, Healthcare Information..., Healthcare Industry, Medicare, Healthcare Consulting, Process Improvement
Education
The Art Institute of Pittsburgh-Online Division 2009 — 2010
Graphic Design
Valorie Wanner Valorie Wanner's VALIC Experience November 2004 - November 2006
Job Senior Counsel at Enbridge Energy Company Inc.
Industry Law Practice
Experience
Enbridge Energy Company Inc. October 2013 - Present
Norton Rose Fulbright September 2001 - October 2013
VALIC November 2004 - November 2006
Arthur Andersen, Business Consulting 1994 - 1998
Skills
Corporate Governance, Corporate Law, Legal Advice, Securities Regulation, Legal Writing, Joint Ventures, Legal Research, International Law
Education
University of Houston Law Center 1998 — 2001
Doctor of Law (J.D.)
The University of Texas at Austin 1990 — 1993
Bachelor of Business Administration (BBA), Management Information Systems, General
Enbridge Energy Company Inc. October 2013 - Present
Norton Rose Fulbright September 2001 - October 2013
VALIC November 2004 - November 2006
Arthur Andersen, Business Consulting 1994 - 1998
Skills
Corporate Governance, Corporate Law, Legal Advice, Securities Regulation, Legal Writing, Joint Ventures, Legal Research, International Law
Education
University of Houston Law Center 1998 — 2001
Doctor of Law (J.D.)
The University of Texas at Austin 1990 — 1993
Bachelor of Business Administration (BBA), Management Information Systems, General
Amy Finney Amy Finney's VALIC Experience January 1992 - August 1995
Job ITC Planning Analyst at Chevron
Industry Utilities
Experience
Chevron May 2013 - Present
Waste Management April 2012 - April 2013
Waste Management February 2008 - March 2012
Waste Management November 2006 - January 2008
Chevron Phillips Chemical Company September 2005 - October 2006
Fleetwood Retail October 2000 - April 2004
Condea Vista Chemical Company August 1995 - October 2000
VALIC January 1992 - August 1995
Skills
Project Management, SAP, ABAP, Business Process, Materials Management, SAP Implementation, Program Management, Project Planning, Business Analysis, Process Improvement, Visio, Business Process..., Change Management, SAP ERP
Education
The University of Texas at Austin 1988 — 1991
Bachelor of Business Administration (BBA), Management Information Systems, General
Chevron May 2013 - Present
Waste Management April 2012 - April 2013
Waste Management February 2008 - March 2012
Waste Management November 2006 - January 2008
Chevron Phillips Chemical Company September 2005 - October 2006
Fleetwood Retail October 2000 - April 2004
Condea Vista Chemical Company August 1995 - October 2000
VALIC January 1992 - August 1995
Skills
Project Management, SAP, ABAP, Business Process, Materials Management, SAP Implementation, Program Management, Project Planning, Business Analysis, Process Improvement, Visio, Business Process..., Change Management, SAP ERP
Education
The University of Texas at Austin 1988 — 1991
Bachelor of Business Administration (BBA), Management Information Systems, General
Scott Oden Scott Oden's VALIC Experience July 2003 - July 2006
Job Associate Regional Banking Director at Wells Fargo Advisors, Asst. Vice President
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors September 2010 - February 2014
Wachovia Bank July 2006 - September 2010
VALIC July 2003 - July 2006
The Hanover Insurance Group February 2002 - November 2002
Alfa Insurance Company December 1997 - February 2002
Skills
Series 7, Annuities, Series 66, Mutual Funds, Fixed Annuities, Retirement Planning, Credit, Commercial Lending, Financial Services, Strategic Financial..., Banking, Financial Advisory, Securities, Mortgage Lending, Loans, Investments, Finance, Wealth Management
Education
University of Alabama 1991 — 1993
B.A., International Relations
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors September 2010 - February 2014
Wachovia Bank July 2006 - September 2010
VALIC July 2003 - July 2006
The Hanover Insurance Group February 2002 - November 2002
Alfa Insurance Company December 1997 - February 2002
Skills
Series 7, Annuities, Series 66, Mutual Funds, Fixed Annuities, Retirement Planning, Credit, Commercial Lending, Financial Services, Strategic Financial..., Banking, Financial Advisory, Securities, Mortgage Lending, Loans, Investments, Finance, Wealth Management
Education
University of Alabama 1991 — 1993
B.A., International Relations
Michelle Gandy Michelle Gandy's VALIC Experience December 2014 - Present
Job Retirement Specialist / VALIC
Industry Financial Services
Experience
VALIC December 2014 - Present
Skills
Customer Service, Leadership, Sales, Employee Benefits, Access, Financial Analysis, Investments, Insurance, Finance, Retirement Planning, Life Insurance, Cold Calling, Fixed Annuities, Asset Allocation, Risk Management, Asset Management, Portfolio Management, Series 63, Series 6
Education
Texas State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
VALIC December 2014 - Present
Skills
Customer Service, Leadership, Sales, Employee Benefits, Access, Financial Analysis, Investments, Insurance, Finance, Retirement Planning, Life Insurance, Cold Calling, Fixed Annuities, Asset Allocation, Risk Management, Asset Management, Portfolio Management, Series 63, Series 6
Education
Texas State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Daniel Crumpacker Daniel Crumpacker's VALIC Experience August 2004 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2004 - Present
Skills
Retirement, Series 7, Wealth Management, Uniform Combined State..., Retirement Planning, IRAs, Investment Advisory, Asset Allocation, Fixed Annuities, Wealth Accumulation, Mutual Funds, 401k Rollovers, 401k
Education
University of Alaska Anchorage College of Business and Public Policy 2000 — 2004
Bachelor of Arts (BA), Economics and Political Science
VALIC August 2004 - Present
Skills
Retirement, Series 7, Wealth Management, Uniform Combined State..., Retirement Planning, IRAs, Investment Advisory, Asset Allocation, Fixed Annuities, Wealth Accumulation, Mutual Funds, 401k Rollovers, 401k
Education
University of Alaska Anchorage College of Business and Public Policy 2000 — 2004
Bachelor of Arts (BA), Economics and Political Science
Joe Ramon Joe Ramon's VALIC Experience February 2002 - July 2006
Job Managing Partner at WD Pensionmark
Industry Financial Services
Experience
Pensionmark Retirement Group May 2010 - Present
LPL Financial May 2006 - May 2010
VALIC February 2002 - July 2006
Skills
Retirement, 401k, Investment Advisory, Series 7, Mutual Funds, Wealth Management, Asset Allocation, Insurance, Retirement Planning, Customer Service, Financial Advisory, Investment Strategies, IRAs, Fixed Annuities
Education
The University of Texas at San Antonio
Pensionmark Retirement Group May 2010 - Present
LPL Financial May 2006 - May 2010
VALIC February 2002 - July 2006
Skills
Retirement, 401k, Investment Advisory, Series 7, Mutual Funds, Wealth Management, Asset Allocation, Insurance, Retirement Planning, Customer Service, Financial Advisory, Investment Strategies, IRAs, Fixed Annuities
Education
The University of Texas at San Antonio
Nicolas Rich III, MBA Nicolas Rich III, MBA's VALIC Experience October 2011 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
Rich III Investments LLC February 2014 - Present
VALIC October 2011 - Present
TD Ameritrade October 2008 - June 2011
Skills
Strategy Formulation, Independent Financial..., Investment Strategies, Investment Valuation, Leadership Initiatives, Marketing Strategy, Series 63, Asset Allocation, Retirement Planning, Investment Advisory, Uniform Combined State..., Mutual Funds, Wealth Management, Series 7, Series 24, 401k Rollovers, Retirement, Investment Management
Education
Texas Christian University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Arlington 2005 — 2008
Bachelor's degree, Finance, General
Rich III Investments LLC February 2014 - Present
VALIC October 2011 - Present
TD Ameritrade October 2008 - June 2011
Skills
Strategy Formulation, Independent Financial..., Investment Strategies, Investment Valuation, Leadership Initiatives, Marketing Strategy, Series 63, Asset Allocation, Retirement Planning, Investment Advisory, Uniform Combined State..., Mutual Funds, Wealth Management, Series 7, Series 24, 401k Rollovers, Retirement, Investment Management
Education
Texas Christian University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Arlington 2005 — 2008
Bachelor's degree, Finance, General
Will Scroggins, CFP®'s VALIC Experience February 2008 - April 2012
Job Wealth Advisor at Southwestern Investment Group
Industry Financial Services
Experience
Southwestern Investment Group April 2015 - Present
Cadence Investment Services, Inc. April 2012 - April 2015
VALIC February 2008 - April 2012
Skills
Personal Financial..., Investment Advisory, Retirement Planning, Insurance, FINRA, Finance, Financial Services, Investments, Retirement, Securities, Series 7, Wealth Management, Asset Allocation, Financial Advisory, Series 63
Education
University of Alabama 2003 — 2007
Bachelor of Science (BS), Finance and Economics
Southwestern Investment Group April 2015 - Present
Cadence Investment Services, Inc. April 2012 - April 2015
VALIC February 2008 - April 2012
Skills
Personal Financial..., Investment Advisory, Retirement Planning, Insurance, FINRA, Finance, Financial Services, Investments, Retirement, Securities, Series 7, Wealth Management, Asset Allocation, Financial Advisory, Series 63
Education
University of Alabama 2003 — 2007
Bachelor of Science (BS), Finance and Economics
Kristine Hermes Kristine Hermes's VALIC Experience 1988 - October 1990
Job Manager, Residential Campaign Execution
Industry Utilities
Experience
NRG Energy September 2009 - Present
Reliant Energy July 2006 - March 2010
Citi Cards (Citigroup, formerly Associates Credit Card Services) August 1999 - February 2006
Associates Credit Card Services, Inc. May 1997 - August 1999
Texaco Credit Card Services June 1995 - April 1997
Texaco Refining and Marketing Inc (Texaco Credit Card Services) October 1990 - June 1995
VALIC 1988 - October 1990
Skills
Cross-functional Team..., Business Development, Business Analysis, Energy, Business Process..., Management, Strategic Planning, Business Requirements, Business Process, Human Resources, Process Improvement, Account Management, Project Management, Testing, Commodity Markets, Vendor Management, Strategy, Negotiation, Marketing, Energy Markets, Analysis, Risk Management
Education
Southwest Texas State University 1983 — 1988
BBA, Finance
Milby High School
NRG Energy September 2009 - Present
Reliant Energy July 2006 - March 2010
Citi Cards (Citigroup, formerly Associates Credit Card Services) August 1999 - February 2006
Associates Credit Card Services, Inc. May 1997 - August 1999
Texaco Credit Card Services June 1995 - April 1997
Texaco Refining and Marketing Inc (Texaco Credit Card Services) October 1990 - June 1995
VALIC 1988 - October 1990
Skills
Cross-functional Team..., Business Development, Business Analysis, Energy, Business Process..., Management, Strategic Planning, Business Requirements, Business Process, Human Resources, Process Improvement, Account Management, Project Management, Testing, Commodity Markets, Vendor Management, Strategy, Negotiation, Marketing, Energy Markets, Analysis, Risk Management
Education
Southwest Texas State University 1983 — 1988
BBA, Finance
Milby High School
Cesar De La Cerda Cesar De La Cerda's VALIC Experience April 2013 - June 2014
Job Investment Adviser Representative
Industry Financial Services
Experience
NEXT Financial Group, Inc. August 2014 - Present
My Benefit Pro May 2005 - Present
VALIC April 2013 - June 2014
ING 2009 - April 2013
Barnaby's Cafe October 2010 - February 2013
Konica Minolta Business Solutions U.S.A., Inc. June 2003 - September 2004
New York Life Insurance Company October 2000 - June 2003
Horizon High Reach & Equipment June 1999 - October 2000
US Navy May 1994 - May 1997
Skills
Insurance, Employee Benefits, Retirement, Management, Financial Services, Risk Management, Underwriting, Strategic Planning, Stata, Entrepreneurship, Business Strategy, Business Analysis, Business Planning, Economics, Econometrics, Managing Employees, Military Experience, Health Economics, Investments, Finance, Small Business, Life Insurance, Term Life Insurance, Team Building, Financial Planning, Leadership
Education
University of Houston 2012 — 2013
B.S ., Economics, Senior
University of Houston-Downtown 2011 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The American College 2000 — 2001
Insurance, Freshman
NEXT Financial Group, Inc. August 2014 - Present
My Benefit Pro May 2005 - Present
VALIC April 2013 - June 2014
ING 2009 - April 2013
Barnaby's Cafe October 2010 - February 2013
Konica Minolta Business Solutions U.S.A., Inc. June 2003 - September 2004
New York Life Insurance Company October 2000 - June 2003
Horizon High Reach & Equipment June 1999 - October 2000
US Navy May 1994 - May 1997
Skills
Insurance, Employee Benefits, Retirement, Management, Financial Services, Risk Management, Underwriting, Strategic Planning, Stata, Entrepreneurship, Business Strategy, Business Analysis, Business Planning, Economics, Econometrics, Managing Employees, Military Experience, Health Economics, Investments, Finance, Small Business, Life Insurance, Term Life Insurance, Team Building, Financial Planning, Leadership
Education
University of Houston 2012 — 2013
B.S ., Economics, Senior
University of Houston-Downtown 2011 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The American College 2000 — 2001
Insurance, Freshman
Tristyn Day's VALIC Experience June 2012 - May 2014
Job State Farm
Industry Insurance
Experience
Mmm Plumbing Heating & AC April 2015 - Present
State Farm September 2014 - April 2015
VALIC June 2012 - May 2014
Day Lawn Services June 2008 - August 2011
Skills
Finance, Accounting, Strategic Planning, Leadership, Financial Analysis, PowerPoint
Education
Texas A&M University 2008 — 2011
BS, Finance
West Texas A&M University 2007 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Mmm Plumbing Heating & AC April 2015 - Present
State Farm September 2014 - April 2015
VALIC June 2012 - May 2014
Day Lawn Services June 2008 - August 2011
Skills
Finance, Accounting, Strategic Planning, Leadership, Financial Analysis, PowerPoint
Education
Texas A&M University 2008 — 2011
BS, Finance
West Texas A&M University 2007 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Casey Proctor Casey Proctor's VALIC Experience January 2011 - June 2012
Job HR Representative at American Bureau of Shipping
Industry Maritime
Experience
American Bureau of Shipping October 2012 - November 2013
HITACHI Consulting Co.,Ltd. June 2012 - October 2012
VALIC January 2011 - June 2012
SCSI LLC - Supply Chain Services International July 2010 - December 2010
Pekin Hospital December 2009 - April 2010
Skills
Organizing, Time Management, Job Posting, Interviewing, Process Improvement, Accuracy, Professionalism, Follow Through, Communication, Networking, Talent Advising, Critical Thinking, New Hire Orientation, Reference Checking, New Hire Orientations, Interviews, Job Scanning, Recruiting, Training, Leadership, Deferred Compensation, Management, Human Resources, Screening Resumes
Education
Texas A&M University 2006 — 2010
Bachelor's degree, Human Resource Development
Pearland High School 2002 — 2006
American Bureau of Shipping October 2012 - November 2013
HITACHI Consulting Co.,Ltd. June 2012 - October 2012
VALIC January 2011 - June 2012
SCSI LLC - Supply Chain Services International July 2010 - December 2010
Pekin Hospital December 2009 - April 2010
Skills
Organizing, Time Management, Job Posting, Interviewing, Process Improvement, Accuracy, Professionalism, Follow Through, Communication, Networking, Talent Advising, Critical Thinking, New Hire Orientation, Reference Checking, New Hire Orientations, Interviews, Job Scanning, Recruiting, Training, Leadership, Deferred Compensation, Management, Human Resources, Screening Resumes
Education
Texas A&M University 2006 — 2010
Bachelor's degree, Human Resource Development
Pearland High School 2002 — 2006
Collin Cook Collin Cook's VALIC Experience September 2015 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC September 2015 - Present
OakBend Medical Center May 2015 - July 2015
Texas A&M University April 2013 - December 2014
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Research, Public Speaking, Leadership, Microsoft Word, Sales, PowerPoint, Teamwork, Finance, Time Management, Financial Analysis
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
VALIC September 2015 - Present
OakBend Medical Center May 2015 - July 2015
Texas A&M University April 2013 - December 2014
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Research, Public Speaking, Leadership, Microsoft Word, Sales, PowerPoint, Teamwork, Finance, Time Management, Financial Analysis
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Art Crawford III, CEBS Art Crawford III, CEBS's VALIC Experience October 1999 - October 2006
Job Implementation Manager
Industry Financial Services
Experience
Financial Services April 2015 - Present
EMPOWER Retirement January 2011 - April 2015
EMPOWER Retirement March 2007 - January 2011
VALIC October 1999 - October 2006
VALIC October 1996 - September 1999
United States Air Force March 1988 - April 1991
Skills
Project Management, Consultative Sales, Skilled Communicator, Technical Sales..., Technical Data Analysis, Client Collaboration, Process Improvement, RFP, Relationship Management, Non-Qualified..., Microsoft Office, 457 Plans, 403(b), 401(k)
Education
Texas Tech University 1989 — 1996
Bachelor of Science (B.S.), Financial Planning
Financial Services April 2015 - Present
EMPOWER Retirement January 2011 - April 2015
EMPOWER Retirement March 2007 - January 2011
VALIC October 1999 - October 2006
VALIC October 1996 - September 1999
United States Air Force March 1988 - April 1991
Skills
Project Management, Consultative Sales, Skilled Communicator, Technical Sales..., Technical Data Analysis, Client Collaboration, Process Improvement, RFP, Relationship Management, Non-Qualified..., Microsoft Office, 457 Plans, 403(b), 401(k)
Education
Texas Tech University 1989 — 1996
Bachelor of Science (B.S.), Financial Planning
Vicki Wiprud's VALIC Experience May 2013 - October 2013
Job Personal Banker, AmericanWest Bank
Industry Banking
Experience
AmericanWest bank October 2013 - Present
VALIC May 2013 - October 2013
Americanwest Bank June 2008 - May 2013
Russell Investments March 2004 - September 2007
Russell Investments September 1997 - September 2007
Skills
Customer Service, Event Planning, Event Management, Cash Management, Cross Selling, Fundraising, Relationship Management, Banking, Portfolio Management, Investments, Loans, Financial Analysis, Management, Leadership, Credit, Strategic Planning, Financial Services
Education
University of Arizona 1988 — 1992
Bachelor of Science (BS), Political Science and Government
AmericanWest bank October 2013 - Present
VALIC May 2013 - October 2013
Americanwest Bank June 2008 - May 2013
Russell Investments March 2004 - September 2007
Russell Investments September 1997 - September 2007
Skills
Customer Service, Event Planning, Event Management, Cash Management, Cross Selling, Fundraising, Relationship Management, Banking, Portfolio Management, Investments, Loans, Financial Analysis, Management, Leadership, Credit, Strategic Planning, Financial Services
Education
University of Arizona 1988 — 1992
Bachelor of Science (BS), Political Science and Government
Jessica Menard Jessica Menard's VALIC Experience February 2015 - Present
Job Sr. Consultant Application Development at VALIC
Industry Information Technology and Services
Experience
VALIC February 2015 - Present
AIG August 2013 - February 2015
AIG VALIC May 1997 - August 2013
Texas A&M University September 1994 - January 1998
Fina Oil May 1992 - December 1997
VALIC May 1997 - August 1997
Skills
PL/SQL, SQL, Visio, .NET, ASP.NET, XML, Web Services, Analysis, HTML, MS Project, Business Analysis, Documentation, Problem Solving, Web Development, Project Implementation, WCF, Oracle SQL, Web Project Management, VB.Net, Project Management, Web Applications, WCF Services, REST, Visual Studio, SDLC, PMO, Access, Agile Project Management, Business Intelligence, Crystal Reports, SharePoint, Software Documentation, Software Development, VB.NET, Management, Program Management
Education
Texas A&M University 1994 — 1998
BBA, Business Analysis, 3.6
VALIC February 2015 - Present
AIG August 2013 - February 2015
AIG VALIC May 1997 - August 2013
Texas A&M University September 1994 - January 1998
Fina Oil May 1992 - December 1997
VALIC May 1997 - August 1997
Skills
PL/SQL, SQL, Visio, .NET, ASP.NET, XML, Web Services, Analysis, HTML, MS Project, Business Analysis, Documentation, Problem Solving, Web Development, Project Implementation, WCF, Oracle SQL, Web Project Management, VB.Net, Project Management, Web Applications, WCF Services, REST, Visual Studio, SDLC, PMO, Access, Agile Project Management, Business Intelligence, Crystal Reports, SharePoint, Software Documentation, Software Development, VB.NET, Management, Program Management
Education
Texas A&M University 1994 — 1998
BBA, Business Analysis, 3.6
Ray Yeates Ray Yeates's VALIC Experience 2012 - Present
Job Chartered Financial Consultant
Industry Financial Services
Experience
VALIC 2012 - Present
Yeates Financial inc January 1991 - February 2013
Skills
Disability Insurance, Retirement, Strategic Financial..., Retirement Planning, Life Insurance, Fixed Annuities, Insurance, Employee Benefits, Estate Planning, Investments, Term Life Insurance, Universal Life, New Business Development, IRAs, 401k, Series 7, Wealth Management, Microsoft Excel, Mutual Funds, Series 63, Wealth Accumulation
Education
University of Arkansas 1975 — 1985
VALIC 2012 - Present
Yeates Financial inc January 1991 - February 2013
Skills
Disability Insurance, Retirement, Strategic Financial..., Retirement Planning, Life Insurance, Fixed Annuities, Insurance, Employee Benefits, Estate Planning, Investments, Term Life Insurance, Universal Life, New Business Development, IRAs, 401k, Series 7, Wealth Management, Microsoft Excel, Mutual Funds, Series 63, Wealth Accumulation
Education
University of Arkansas 1975 — 1985
Laurel (Bacon) Sockwell Laurel (Bacon) Sockwell's VALIC Experience 1994 - 1996
Job HR Consultant
Industry Human Resources
Experience
ValentineHR September 2007 - August 2013
Holt, Rinehart and Winston 1996 - 2002
VALIC 1994 - 1996
American Capital 1992 - 1994
Education
The University of Texas at Austin 1988 — 1992
BBA, Marketing
ValentineHR September 2007 - August 2013
Holt, Rinehart and Winston 1996 - 2002
VALIC 1994 - 1996
American Capital 1992 - 1994
Education
The University of Texas at Austin 1988 — 1992
BBA, Marketing
Gilliane Isabelle Gilliane Isabelle's VALIC Experience July 1994 - Present
Job Regional Vice President North Atlantic Region at VALIC
Industry Financial Services
Experience
VALIC July 1994 - Present
VALIC July 1994 - Present
AIG 1994 - 2015
AIG 1994 - 2015
New York University 1991 - 1994
Skills
Retirement, Series 7, Retirement Planning, Series 63, Team Building, Fixed Annuities, Mutual Funds, 401k, Strategic Planning, Series 6, Strategic Financial..., Process Improvement, Wealth Management, Asset Allocation, Investments
Education
The Johns Hopkins University - Carey Business School 2008 — 2010
MBA, Management
New York University
BA, Economics
Bristol University, UK
French, German
Cedars Upper School, UK
University of Arizona
VALIC July 1994 - Present
VALIC July 1994 - Present
AIG 1994 - 2015
AIG 1994 - 2015
New York University 1991 - 1994
Skills
Retirement, Series 7, Retirement Planning, Series 63, Team Building, Fixed Annuities, Mutual Funds, 401k, Strategic Planning, Series 6, Strategic Financial..., Process Improvement, Wealth Management, Asset Allocation, Investments
Education
The Johns Hopkins University - Carey Business School 2008 — 2010
MBA, Management
New York University
BA, Economics
Bristol University, UK
French, German
Cedars Upper School, UK
University of Arizona
Brian Cade Brian Cade's VALIC Experience July 2008 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2008 - Present
Military Experience October 1986 - June 2010
Morgan Stanley January 2005 - February 2007
Fred Meyer, West Fairbanks Store July 2004 - January 2005
Education
University of Alaska Fairbanks
MBA
University of Alaska Fairbanks
BBA, Finance; corporate finance and portfolio management
VALIC July 2008 - Present
Military Experience October 1986 - June 2010
Morgan Stanley January 2005 - February 2007
Fred Meyer, West Fairbanks Store July 2004 - January 2005
Education
University of Alaska Fairbanks
MBA
University of Alaska Fairbanks
BBA, Finance; corporate finance and portfolio management
Bruce Upham Bruce Upham's VALIC Experience November 2000 - February 2009
Job Financial Planner, Partner at Asset Strategies Group
Industry Financial Services
Experience
Asset Strategies Group, LLC February 2009 - Present
Village of Bear Creek November 2004 - Present
VALIC November 2000 - February 2009
Randalls Food and Drug Store 1979 - 1999
Education
Texas A&M University - Mays Business School 1974 — 1979
BBA, Business Management
Asset Strategies Group, LLC February 2009 - Present
Village of Bear Creek November 2004 - Present
VALIC November 2000 - February 2009
Randalls Food and Drug Store 1979 - 1999
Education
Texas A&M University - Mays Business School 1974 — 1979
BBA, Business Management
Cameron Evans's VALIC Experience May 2013 - September 2013
Job AIG VALIC
Industry Investment Management
Experience
Cypress Inn January 2012 - October 2014
Semester At Sea / ISE May 2014 - August 2014
The University of Alabama April 2013 - April 2014
VALIC May 2013 - September 2013
The University of Alabama November 2011 - September 2012
St. Charles Park District January 2011 - August 2011
Skills
Investments, Mutual Funds, Financial Analysis, Financial Advisory, Leadership, Retirement Planning, Customer Service, Management Consulting, Investment Advisory, Strategic Financial..., Training, Wealth Management, Financial Services, Sales, Project Management, International Economics, European Union, Commodity Risk..., Economic Research, FX Trading, International Relations, Financial Accounting, Financial Modeling, Finance, Econometrics, Microsoft Office, Microsoft Excel
Education
University of Alabama 2011 — 2015
Bachelor of Business Administration (BBA), Economics & Finance, General
St. Charles North High School 2007 — 2011
High School
Cypress Inn January 2012 - October 2014
Semester At Sea / ISE May 2014 - August 2014
The University of Alabama April 2013 - April 2014
VALIC May 2013 - September 2013
The University of Alabama November 2011 - September 2012
St. Charles Park District January 2011 - August 2011
Skills
Investments, Mutual Funds, Financial Analysis, Financial Advisory, Leadership, Retirement Planning, Customer Service, Management Consulting, Investment Advisory, Strategic Financial..., Training, Wealth Management, Financial Services, Sales, Project Management, International Economics, European Union, Commodity Risk..., Economic Research, FX Trading, International Relations, Financial Accounting, Financial Modeling, Finance, Econometrics, Microsoft Office, Microsoft Excel
Education
University of Alabama 2011 — 2015
Bachelor of Business Administration (BBA), Economics & Finance, General
St. Charles North High School 2007 — 2011
High School
Brian Schmitt Brian Schmitt's VALIC Experience 2006 - Present
Job District Manager New York State
Industry Financial Services
Experience
VALIC 2006 - Present
CitiSteet 1997 - 2006
Skills
Training, Retirement Planning, Financial Advisory, Coaching, Retirement, Series 7, Fixed Annuities, 401k, Mutual Funds, Series 6, Uniform Combined State..., IRAs, Series 63, Series 24, Asset Allocation
Education
State University of New York at Buffalo 1986 — 1990
Bachelor of Science (BS)
VALIC 2006 - Present
CitiSteet 1997 - 2006
Skills
Training, Retirement Planning, Financial Advisory, Coaching, Retirement, Series 7, Fixed Annuities, 401k, Mutual Funds, Series 6, Uniform Combined State..., IRAs, Series 63, Series 24, Asset Allocation
Education
State University of New York at Buffalo 1986 — 1990
Bachelor of Science (BS)
Shannan Arnold Shannan Arnold's VALIC Experience May 2014 - Present
Job Implementation Consultant at VALIC
Industry Financial Services
Experience
VALIC May 2014 - Present
VALIC May 2013 - May 2014
Houston Astros February 2013 - May 2013
Texas A&M University Athletic Department 2012 - 2012
AIG 2012 - 2012
UH Academic Center for Excellence 2010 - 2010
Skills
Leadership, Microsoft Excel, Social Media, Event Planning, Marketing, Customer Service, Sales, Event Management, Public Speaking, CRM, Facebook, Cold Calling
Education
Texas A&M University
Master of Science (M.S.), Sport Management
University of Houston
Bachelor of Science (B.S.), Sport Administration
VALIC May 2014 - Present
VALIC May 2013 - May 2014
Houston Astros February 2013 - May 2013
Texas A&M University Athletic Department 2012 - 2012
AIG 2012 - 2012
UH Academic Center for Excellence 2010 - 2010
Skills
Leadership, Microsoft Excel, Social Media, Event Planning, Marketing, Customer Service, Sales, Event Management, Public Speaking, CRM, Facebook, Cold Calling
Education
Texas A&M University
Master of Science (M.S.), Sport Management
University of Houston
Bachelor of Science (B.S.), Sport Administration
Dan Ferwerda's VALIC Experience December 2002 - October 2012
Job Investment Advisor Representative VantagePointe Financial Group
Industry Financial Services
Experience
VantagePointe Financial Group September 2012 - Present
VALIC December 2002 - October 2012
Edward Jones 2000 - 2002
Education
Taylor University 1994 — 1998
Bachelor of Arts (BA), Business Administration
Grand Rapids Baptist Academy 1991 — 1994
VantagePointe Financial Group September 2012 - Present
VALIC December 2002 - October 2012
Edward Jones 2000 - 2002
Education
Taylor University 1994 — 1998
Bachelor of Arts (BA), Business Administration
Grand Rapids Baptist Academy 1991 — 1994
Carol Chee Carol Chee's VALIC Experience January 2012 - January 2015
Job Sr Meeting & Event Planner, Global Atlantic
Industry Hospitality
Experience
Global Atlantic January 2015 - Present
VALIC January 2012 - January 2015
Hilton Houston Westchase December 2010 - December 2011
Hilton Houston Westchase 2008 - 2010
Hilton Houston Westchase 2005 - 2008
Marriott West Loop 2003 - 2005
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2003
BBA, Marketing
Global Atlantic January 2015 - Present
VALIC January 2012 - January 2015
Hilton Houston Westchase December 2010 - December 2011
Hilton Houston Westchase 2008 - 2010
Hilton Houston Westchase 2005 - 2008
Marriott West Loop 2003 - 2005
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2003
BBA, Marketing
Doug Nelson, C.F.P.®, G.F.S.® Doug Nelson, C.F.P.®, G.F.S.®'s VALIC Experience 2000 - October 2011
Job Money Coach
Industry Financial Services
Experience
Doug Nelson Money Coach October 2011 - Present
University of Nebraska–Lincoln August 2013 - Present
Zeiders Enterprises, Inc. January 2014 - Present
University of St. Mary April 2013 - Present
VALIC 2000 - October 2011
Baker University June 1996 - June 2000
School District of Kansas City, MO August 1990 - June 1996
United States Peace Corps April 1979 - September 1980
University of Colorado at Boulder 1973 - 1977
Denver Broncos Football Organization July 1976 - December 1976
Skills
Strategic Financial..., Higher Education, Socially Responsible..., Certified Financial..., Retirement Planning, Investments, Retirement, Series 7, Insurance, Financial Planners, 401k, Asset Allocation, Wealth Management, IRAs, Estate Planning, Mutual Funds, Wealth, Securities, Investment Advisory, Life Insurance, Farm & Ranch Insurance, ETFs, Fiduciary Management, Multi-generational..., Military, LGBT rights, Financial Services
Education
University of Colorado at Boulder 1973 — 1977
BA, Anthropology
University of Northern Colorado 1977 — 1979
MA, Physical Education
Thunderbird School of Global Management 2012 — 2012
Certificate in Fiduciary Governance from Walker Center for Global Entripreneiurship
University of Missouri-Kansas City 2004 — 2004
Bloch Business School Financial Planning Certificate
Lenin Institute of Physical Culture, Moscow USSR 1988 — 1988
Explosive Strength and Power Development, one week course taught by Soviet Olympian, Alexiev
Hutchinson High School
Winfield High School
Doug Nelson Money Coach October 2011 - Present
University of Nebraska–Lincoln August 2013 - Present
Zeiders Enterprises, Inc. January 2014 - Present
University of St. Mary April 2013 - Present
VALIC 2000 - October 2011
Baker University June 1996 - June 2000
School District of Kansas City, MO August 1990 - June 1996
United States Peace Corps April 1979 - September 1980
University of Colorado at Boulder 1973 - 1977
Denver Broncos Football Organization July 1976 - December 1976
Skills
Strategic Financial..., Higher Education, Socially Responsible..., Certified Financial..., Retirement Planning, Investments, Retirement, Series 7, Insurance, Financial Planners, 401k, Asset Allocation, Wealth Management, IRAs, Estate Planning, Mutual Funds, Wealth, Securities, Investment Advisory, Life Insurance, Farm & Ranch Insurance, ETFs, Fiduciary Management, Multi-generational..., Military, LGBT rights, Financial Services
Education
University of Colorado at Boulder 1973 — 1977
BA, Anthropology
University of Northern Colorado 1977 — 1979
MA, Physical Education
Thunderbird School of Global Management 2012 — 2012
Certificate in Fiduciary Governance from Walker Center for Global Entripreneiurship
University of Missouri-Kansas City 2004 — 2004
Bloch Business School Financial Planning Certificate
Lenin Institute of Physical Culture, Moscow USSR 1988 — 1988
Explosive Strength and Power Development, one week course taught by Soviet Olympian, Alexiev
Hutchinson High School
Winfield High School
Allen Andes's VALIC Experience August 2011 - February 2014
Job Financial Advisor at Northstar Inv Professionals "Income solutions for clients who are looking to not outlive income"
Industry Financial Services
Experience
Investment Professionals, Inc. February 2014 - Present
VALIC August 2011 - February 2014
Independent August 2009 - September 2011
PNC Investment Services LLC October 2006 - July 2009
Citizens Investment Services December 2005 - October 2006
Wachovia Securities LLC May 2002 - September 2005
Pacific Century Investment Services Inc December 2001 - April 2002
First Union Brokerage Services Inc December 1996 - November 2001
Talbot Financial Services / Mellon Bank December 1993 - December 1996
The Ohio State University 1988 - 1992
Education
Wilkes University 1991 — 1993
BA, Marketing/Sales
The Ohio State University 1988 — 1991
undecided, undecided
Investment Professionals, Inc. February 2014 - Present
VALIC August 2011 - February 2014
Independent August 2009 - September 2011
PNC Investment Services LLC October 2006 - July 2009
Citizens Investment Services December 2005 - October 2006
Wachovia Securities LLC May 2002 - September 2005
Pacific Century Investment Services Inc December 2001 - April 2002
First Union Brokerage Services Inc December 1996 - November 2001
Talbot Financial Services / Mellon Bank December 1993 - December 1996
The Ohio State University 1988 - 1992
Education
Wilkes University 1991 — 1993
BA, Marketing/Sales
The Ohio State University 1988 — 1991
undecided, undecided
Rosalyn Parks Rosalyn Parks's VALIC Experience 1998 - 2000
Job Call Center Team Leader at Kelsey Seybold Clinic
Industry Insurance
Experience
Kelsey Seybold Clinic June 2011 - Present
MAXIMUS November 2009 - June 2011
Coventry Healthcare March 2008 - November 2009
ChaseCom June 2006 - September 2007
Aon Hewitt April 2004 - March 2006
JP Morgan Chase Bank January 2002 - April 2005
VALIC 1998 - 2000
Skills
Training, Process Improvement, Management, Customer Satisfaction, Customer Service, Employee Benefits, Benefits Administration, Coaching, Cross-functional Team..., Staff Development, Interviews, Leadership, Microsoft Word, Call Centers, Team Building, Troubleshooting, Sales, Insurance, Employee Relations, Microsoft Excel, Performance Management, Human Resources, Microsoft Office, Outlook
Education
University of Houston-Downtown 2008 — 2010
Psychology
Texas Southern University 2004 — 2008
Psychology
Kelsey Seybold Clinic June 2011 - Present
MAXIMUS November 2009 - June 2011
Coventry Healthcare March 2008 - November 2009
ChaseCom June 2006 - September 2007
Aon Hewitt April 2004 - March 2006
JP Morgan Chase Bank January 2002 - April 2005
VALIC 1998 - 2000
Skills
Training, Process Improvement, Management, Customer Satisfaction, Customer Service, Employee Benefits, Benefits Administration, Coaching, Cross-functional Team..., Staff Development, Interviews, Leadership, Microsoft Word, Call Centers, Team Building, Troubleshooting, Sales, Insurance, Employee Relations, Microsoft Excel, Performance Management, Human Resources, Microsoft Office, Outlook
Education
University of Houston-Downtown 2008 — 2010
Psychology
Texas Southern University 2004 — 2008
Psychology
Kathleen Harrigan's VALIC Experience September 2013 - December 2013
Job Student at The University of Alabama
Industry
Experience
New England Country Rentals May 2015 - August 2015
Sam's on the Harbor August 2011 - January 2015
VALIC September 2013 - December 2013
Scituate Racquet and Fitness Club September 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Magento, CPR Certified, PowerPoint, Public Speaking, Social Media, Customer Service, Teamwork, Leadership, Research, Time Management, Social Networking, Event Planning
Education
University of Alabama 2013 — 2017
Bachelor's Degree, Finance, General
New England Country Rentals May 2015 - August 2015
Sam's on the Harbor August 2011 - January 2015
VALIC September 2013 - December 2013
Scituate Racquet and Fitness Club September 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Magento, CPR Certified, PowerPoint, Public Speaking, Social Media, Customer Service, Teamwork, Leadership, Research, Time Management, Social Networking, Event Planning
Education
University of Alabama 2013 — 2017
Bachelor's Degree, Finance, General
Stephen Shirey Stephen Shirey's VALIC Experience August 2006 - December 2007
Job Service Technology Analyst at PULSE
Industry Financial Services
Experience
PULSE September 2013 - Present
American General Life Companies January 2008 - February 2013
VALIC August 2006 - December 2007
AIG American General November 2003 - August 2006
AIG American General January 2001 - October 2003
AIG American General March 2000 - December 2000
AIG American General August 1999 - February 2000
AIG American General March 1999 - July 1999
Skills
strong analytical skills, Highly detail oriented, Problem Solving, Test Planning, Functional Testing, Regression Testing, Project Management, Production Support, System Maintenance, Procedural Documentation, Training Presentations, Legal Compliance, Written Correspondence, Project Estimation, Process Improvement, System Training /..., Business Systems..., Data Analysis, Reporting, Budgets, Risk Management, Testing, Requirements Gathering, Project Planning, Analysis, Business Requirements, Business Process..., JCL, Systems Analysis, Business Analysis, Requirements Analysis, Management, Training, Visio, Insurance, Business Process, Fixed Annuities, User Acceptance Testing, SDLC, Life Insurance, Software Project..., Business Intelligence, Retirement
Education
Texas A&M University 1996 — 1998
Bachelor of Business Administration (BBA), Finance, General
University of Houston 1994 — 1996
PULSE September 2013 - Present
American General Life Companies January 2008 - February 2013
VALIC August 2006 - December 2007
AIG American General November 2003 - August 2006
AIG American General January 2001 - October 2003
AIG American General March 2000 - December 2000
AIG American General August 1999 - February 2000
AIG American General March 1999 - July 1999
Skills
strong analytical skills, Highly detail oriented, Problem Solving, Test Planning, Functional Testing, Regression Testing, Project Management, Production Support, System Maintenance, Procedural Documentation, Training Presentations, Legal Compliance, Written Correspondence, Project Estimation, Process Improvement, System Training /..., Business Systems..., Data Analysis, Reporting, Budgets, Risk Management, Testing, Requirements Gathering, Project Planning, Analysis, Business Requirements, Business Process..., JCL, Systems Analysis, Business Analysis, Requirements Analysis, Management, Training, Visio, Insurance, Business Process, Fixed Annuities, User Acceptance Testing, SDLC, Life Insurance, Software Project..., Business Intelligence, Retirement
Education
Texas A&M University 1996 — 1998
Bachelor of Business Administration (BBA), Finance, General
University of Houston 1994 — 1996
Joe Stricklin Joe Stricklin's VALIC Experience September 2013 - Present
Job Financial Planning Advisor at VALIC FinancialAdvisors
Industry Financial Services
Experience
VALIC September 2013 - Present
Stricklin Wealth Strategies April 2010 - November 2012
VALIC April 1995 - June 2010
Skills
Retirement Planning, 401k, Wealth, Long-term Care, Series 6, Pensions, Long Term Care Insurance, Disability Insurance, Financial Advisory, Series 7, IRAs, System Administration, Health Insurance, Wealth Management..., Estate Planning, Fixed Annuities, Mutual Funds, Retirement, Finance, Financial Planning
Education
The Citadel 1968 — 1972
Bachelor of Science degree, Business
McClenaghan High School
University of South Carolina-Columbia
Comprehensive Financial Planning, Financial Planning
VALIC September 2013 - Present
Stricklin Wealth Strategies April 2010 - November 2012
VALIC April 1995 - June 2010
Skills
Retirement Planning, 401k, Wealth, Long-term Care, Series 6, Pensions, Long Term Care Insurance, Disability Insurance, Financial Advisory, Series 7, IRAs, System Administration, Health Insurance, Wealth Management..., Estate Planning, Fixed Annuities, Mutual Funds, Retirement, Finance, Financial Planning
Education
The Citadel 1968 — 1972
Bachelor of Science degree, Business
McClenaghan High School
University of South Carolina-Columbia
Comprehensive Financial Planning, Financial Planning
Amelia Poppell Amelia Poppell's VALIC Experience August 2012 - October 2014
Job Investment Advisor Representative, Financial Advisor at VALIC
Industry Education Management
Experience
VALIC August 2012 - October 2014
Education 2010 - 2012
Georgia Dept. of Ed. 2005 - 2010
Savannah-Chatham County Public School System 1976 - 2003
Savannah-Chatham County Public School System 1972 - 1976
Skills
Teacher Training, Public Speaking, Staff Development, Educational Leadership, Teaching, Leadership Development, Higher Education, Instructional Design, Nonprofits, Fundraising, Curriculum Design, K-12, Training, Program Development, Leadership, Grant Writing
Education
The University of Georgia
Education Specialist Degree (Ed.S), Educational Leadership and Administration
Armstrong Atlantic State University
Master of Education (M.Ed), Elementary Education and Teaching
University of North Carolina at Pembroke
Bachlor of Science Degree (BS), Elementary Education and Teaching
VALIC August 2012 - October 2014
Education 2010 - 2012
Georgia Dept. of Ed. 2005 - 2010
Savannah-Chatham County Public School System 1976 - 2003
Savannah-Chatham County Public School System 1972 - 1976
Skills
Teacher Training, Public Speaking, Staff Development, Educational Leadership, Teaching, Leadership Development, Higher Education, Instructional Design, Nonprofits, Fundraising, Curriculum Design, K-12, Training, Program Development, Leadership, Grant Writing
Education
The University of Georgia
Education Specialist Degree (Ed.S), Educational Leadership and Administration
Armstrong Atlantic State University
Master of Education (M.Ed), Elementary Education and Teaching
University of North Carolina at Pembroke
Bachlor of Science Degree (BS), Elementary Education and Teaching
Trinidad Parada Trinidad Parada's VALIC Experience March 2015 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC March 2015 - Present
UTEP Minervision August 2001 - Present
Freelance Camera Operator 1991 - Present
Chase Bank October 2012 - April 2014
Presi Ortega & Associates June 2007 - October 2012
Aflac July 2006 - June 2007
ESC Region 19 Head Start July 2005 - July 2006
KVIA-TV 1988 - 2005
Skills
Camera, Broadcast, Video Production, Television, Video, Marketing, Event Planning, Sports, Camera Operating, Event Management, Videography, Video Editing, Editing, Social Networking, Facebook, Camera Operation, Social Media
Education
University of Phoenix 2003 — 2005
MBA, Business Marketing
The University of Texas at El Paso 1982 — 1987
BA, Communications
VALIC March 2015 - Present
UTEP Minervision August 2001 - Present
Freelance Camera Operator 1991 - Present
Chase Bank October 2012 - April 2014
Presi Ortega & Associates June 2007 - October 2012
Aflac July 2006 - June 2007
ESC Region 19 Head Start July 2005 - July 2006
KVIA-TV 1988 - 2005
Skills
Camera, Broadcast, Video Production, Television, Video, Marketing, Event Planning, Sports, Camera Operating, Event Management, Videography, Video Editing, Editing, Social Networking, Facebook, Camera Operation, Social Media
Education
University of Phoenix 2003 — 2005
MBA, Business Marketing
The University of Texas at El Paso 1982 — 1987
BA, Communications
Bob Philpott Bob Philpott's VALIC Experience October 2012 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC October 2012 - Present
Independence Wealth Strategies, An office of MetLife October 2010 - September 2012
First Financial Group, An office of Mass Mutual December 2009 - April 2010
South Jersey Financial Group, An office of MetLife December 2007 - November 2009
Skills
Series 65, Series 63, Series 6, Life & Health Insurance..., Property & Casualty..., Retirement, Mutual Funds, Asset Allocation, Cash Management, College Funding..., Tax-advantaged..., IRAs, Roth IRA, Long Term Care Insurance, Pension Systems, Asset Protection, Estate Planning, Investment Strategies, Morningstar, Retirement Planning, Fixed Annuities, 401k, Variable Products, Disability Insurance, Life Insurance, Investment Advisory, Financial Advisory, Wealth Management, Wealth Management..., Securities, Long-term Care, Universal Life, Whole Life, 401k Rollovers, Investment Management, Wealth Accumulation, College Savings Plans, 529 Plans, Investments, Saving for Education, 403 b, Qualified Retirement..., Annuity Sales, College Education..., Financial Services
Education
The American College 2015 — 2016
Retirement Income Certified Professional
Widener University 2003 — 2007
Bachelors, Sports Management
VALIC October 2012 - Present
Independence Wealth Strategies, An office of MetLife October 2010 - September 2012
First Financial Group, An office of Mass Mutual December 2009 - April 2010
South Jersey Financial Group, An office of MetLife December 2007 - November 2009
Skills
Series 65, Series 63, Series 6, Life & Health Insurance..., Property & Casualty..., Retirement, Mutual Funds, Asset Allocation, Cash Management, College Funding..., Tax-advantaged..., IRAs, Roth IRA, Long Term Care Insurance, Pension Systems, Asset Protection, Estate Planning, Investment Strategies, Morningstar, Retirement Planning, Fixed Annuities, 401k, Variable Products, Disability Insurance, Life Insurance, Investment Advisory, Financial Advisory, Wealth Management, Wealth Management..., Securities, Long-term Care, Universal Life, Whole Life, 401k Rollovers, Investment Management, Wealth Accumulation, College Savings Plans, 529 Plans, Investments, Saving for Education, 403 b, Qualified Retirement..., Annuity Sales, College Education..., Financial Services
Education
The American College 2015 — 2016
Retirement Income Certified Professional
Widener University 2003 — 2007
Bachelors, Sports Management
Mike Hood, LUTCF Mike Hood, LUTCF's VALIC Experience September 1995 - December 2001
Job Financial Consultant
Industry Financial Services
Experience
Self Employed November 2010 - Present
New England Financial January 2008 - November 2010
New York Life Insurance Company April 2002 - December 2007
VALIC September 1995 - December 2001
VALIC January 1985 - September 1995
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, 401k, Management, Fixed Annuities, Employee Benefits, Asset Allocation, Finance, Securities, Small Business, Financial Services, Wealth Management, Estate Planning, Strategic Financial..., IRAs, Life Insurance, Insurance, Series 63, Financial Planners, Investment Advisory
Education
The American College
LUTCF
The University of Texas at Austin
North Shore High School 1975 — 1978
Self Employed November 2010 - Present
New England Financial January 2008 - November 2010
New York Life Insurance Company April 2002 - December 2007
VALIC September 1995 - December 2001
VALIC January 1985 - September 1995
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, 401k, Management, Fixed Annuities, Employee Benefits, Asset Allocation, Finance, Securities, Small Business, Financial Services, Wealth Management, Estate Planning, Strategic Financial..., IRAs, Life Insurance, Insurance, Series 63, Financial Planners, Investment Advisory
Education
The American College
LUTCF
The University of Texas at Austin
North Shore High School 1975 — 1978
Bill Wescott Bill Wescott's VALIC Experience February 1992 - February 2010
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC February 2010 - Present
VALIC February 1992 - February 2010
Signet Banking Corporation August 1981 - February 1992
Education
Susquehanna University 1974 — 1978
B.S., Business Administration
Raymond James Financial Services, Inc., Member FINRA/SIPC February 2010 - Present
VALIC February 1992 - February 2010
Signet Banking Corporation August 1981 - February 1992
Education
Susquehanna University 1974 — 1978
B.S., Business Administration
Dan Fry Dan Fry's VALIC Experience April 1990 - January 2010
Job Vice President of Practice Management, Advisor Coach, Business Development, Strategic Planning, Succession Planning
Industry Financial Services
Experience
Williams Financial February 2010 - Present
VALIC April 1990 - January 2010
E.F. Hutton October 1987 - March 1990
Skills
Practice Management, Business Development, Business Planning, Strategic Planning, Retirement Planning, Business Analysis, Investment Strategies, Succession Planning, Advisor Coaching, Amazing Cook!, Wealth Management, Asset Management, Investments, Series 63, Series 7, Portfolio Management, Strategic Financial..., Finance, Retirement, Investment Advisory, Mutual Funds, Financial Advisory, Uniform Combined State..., Investment Management, Securities, 401k, Financial Planning, Asset Allocation, Financial Services, Fixed Annuities, Estate Planning, Insurance
Education
Texas Tech University - Rawls College of Business 1978 — 1987
BS, Management and Economics
Williams Financial February 2010 - Present
VALIC April 1990 - January 2010
E.F. Hutton October 1987 - March 1990
Skills
Practice Management, Business Development, Business Planning, Strategic Planning, Retirement Planning, Business Analysis, Investment Strategies, Succession Planning, Advisor Coaching, Amazing Cook!, Wealth Management, Asset Management, Investments, Series 63, Series 7, Portfolio Management, Strategic Financial..., Finance, Retirement, Investment Advisory, Mutual Funds, Financial Advisory, Uniform Combined State..., Investment Management, Securities, 401k, Financial Planning, Asset Allocation, Financial Services, Fixed Annuities, Estate Planning, Insurance
Education
Texas Tech University - Rawls College of Business 1978 — 1987
BS, Management and Economics
Julian Pouncy Julian Pouncy's VALIC Experience October 2013 - Present
Job President of Northmetro Atlanta 100 Black Men and Financial Advisor at Valic
Industry Financial Services
Experience
VALIC October 2013 - Present
Skills
Networking, Customer Service, Management, Business Process..., Portfolio Management, Retirement, Series 7, Estate Planning, Financial Advisory, Asset Management, Long-term Care, Health Insurance, Asset Managment, Process Improvement, Finance, Program Management, Insurance, Project Management, Leadership, Strategic Financial..., Strategic Planning, Accounts Payable, Investments, Accounting, Customer Satisfaction, Disability Insurance, Consulting, Financial Services, Life Insurance, Financial Reporting, Retirement Planning, Microsoft Office, Entrepreneurship, Underwriting, Investment Strategies, Business Planning, Risk Management, Strategy, Team Building, Public Speaking, Employee Benefits, Wealth Management, Small Business, Fixed Annuities, Financial Analysis, New Business Development, Training, Banking, Budgets, Executive Management
Education
University of Phoenix 2004 — 2005
Master of Business Administration (M.B.A.)
The University of Tennessee at Chattanooga 1982 — 1987
Bachelor of Science (BS), Engineering Management
VALIC October 2013 - Present
Skills
Networking, Customer Service, Management, Business Process..., Portfolio Management, Retirement, Series 7, Estate Planning, Financial Advisory, Asset Management, Long-term Care, Health Insurance, Asset Managment, Process Improvement, Finance, Program Management, Insurance, Project Management, Leadership, Strategic Financial..., Strategic Planning, Accounts Payable, Investments, Accounting, Customer Satisfaction, Disability Insurance, Consulting, Financial Services, Life Insurance, Financial Reporting, Retirement Planning, Microsoft Office, Entrepreneurship, Underwriting, Investment Strategies, Business Planning, Risk Management, Strategy, Team Building, Public Speaking, Employee Benefits, Wealth Management, Small Business, Fixed Annuities, Financial Analysis, New Business Development, Training, Banking, Budgets, Executive Management
Education
University of Phoenix 2004 — 2005
Master of Business Administration (M.B.A.)
The University of Tennessee at Chattanooga 1982 — 1987
Bachelor of Science (BS), Engineering Management
Josiah Hindy Josiah Hindy's VALIC Experience May 2014 - July 2015
Job Community Operations Contractor for Facebook
Industry Information Technology and Services
Experience
Facebook 2015 - Present
VALIC May 2014 - July 2015
Invesco September 2013 - June 2014
Fidelity Investments January 2013 - August 2013
Spots Travel 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, Sales, Marketing, PowerPoint, Customer Service, Leadership, Microsoft Word, Account Management, Business Development
Education
Texas State University 2007 — 2010
Bachelor of Business Administration (BBA), Marketing
Texas Tech University 2006 — 2007
Facebook 2015 - Present
VALIC May 2014 - July 2015
Invesco September 2013 - June 2014
Fidelity Investments January 2013 - August 2013
Spots Travel 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, Sales, Marketing, PowerPoint, Customer Service, Leadership, Microsoft Word, Account Management, Business Development
Education
Texas State University 2007 — 2010
Bachelor of Business Administration (BBA), Marketing
Texas Tech University 2006 — 2007
Andrew C. Craft, M.S., CFP®, ChFC® Andrew C. Craft, M.S., CFP®, ChFC®'s VALIC Experience January 2000 - Present
Job Senior Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2000 - Present
Guardian Savings and Loan May 1996 - July 1999
Lost Valley Ranch August 1995 - May 1996
Skills
Retirement, Retirement Planning, Financial Advisory, Certified Financial..., IRAs, Investments, Strategic Financial..., Wealth Management, Mutual Funds, Fixed Annuities, Estate Planning, Chartered Financial..., Investment Advisory, Series 63, Asset Allocation, Investment Strategies, 401k, Financial Planners, Portfolio Management
Education
The University of Texas at Austin 1991 — 1994
Bachelor of Arts (B.A.), History
University of Missouri-Columbia 2012 — 2015
Master's of Science (M.S.), Personal Financial Planning
VALIC January 2000 - Present
Guardian Savings and Loan May 1996 - July 1999
Lost Valley Ranch August 1995 - May 1996
Skills
Retirement, Retirement Planning, Financial Advisory, Certified Financial..., IRAs, Investments, Strategic Financial..., Wealth Management, Mutual Funds, Fixed Annuities, Estate Planning, Chartered Financial..., Investment Advisory, Series 63, Asset Allocation, Investment Strategies, 401k, Financial Planners, Portfolio Management
Education
The University of Texas at Austin 1991 — 1994
Bachelor of Arts (B.A.), History
University of Missouri-Columbia 2012 — 2015
Master's of Science (M.S.), Personal Financial Planning
Mike McGahhey's VALIC Experience October 2012 - July 2015
Job Relationship Management at Trucker Path
Industry Information Technology and Services
Experience
Trucker Path July 2015 - Present
VALIC October 2012 - July 2015
Prudential Financial April 2012 - October 2012
Integrated Logistics Solutions April 2010 - June 2012
American Red Cross May 2009 - April 2010
The University of Texas at El Paso August 2004 - January 2009
Skills
Community Outreach, Public Speaking, Networking, Public Relations, Program Development, Strategic Communications, Government Relations, Relationship Management, Training & Development, Crisis Communications, Strategic Account..., Customer Service, Strategic Relationships, Communication, Dynamic Communicator, Institutional Relations, Program Management, Social Media, Management, CRM, Account Management, Training
Education
The University of Texas at El Paso 2003 — 2008
Bachelor of Arts (B.A.), Communication Studies
Trucker Path July 2015 - Present
VALIC October 2012 - July 2015
Prudential Financial April 2012 - October 2012
Integrated Logistics Solutions April 2010 - June 2012
American Red Cross May 2009 - April 2010
The University of Texas at El Paso August 2004 - January 2009
Skills
Community Outreach, Public Speaking, Networking, Public Relations, Program Development, Strategic Communications, Government Relations, Relationship Management, Training & Development, Crisis Communications, Strategic Account..., Customer Service, Strategic Relationships, Communication, Dynamic Communicator, Institutional Relations, Program Management, Social Media, Management, CRM, Account Management, Training
Education
The University of Texas at El Paso 2003 — 2008
Bachelor of Arts (B.A.), Communication Studies
Mitch Shubert's VALIC Experience December 2014 - Present
Job Financial Advisor at Valic
Industry Financial Services
Experience
VALIC December 2014 - Present
Skills
Retirement Planning, Series 6, Series 63, Life & Health Insurance..., Inside Sales, Mutual Funds, Variable Annuities, Asset Allocation, Advertising, Facebook, Social Media, Microsoft Office, Social Media Marketing, Customer Service, Integrated Marketing, Google Analytics, WordPress, InDesign, Adobe Creative Suite, Final Cut Pro
Education
Texas State University 2005 — 2009
Bachelor's, Communications
VALIC December 2014 - Present
Skills
Retirement Planning, Series 6, Series 63, Life & Health Insurance..., Inside Sales, Mutual Funds, Variable Annuities, Asset Allocation, Advertising, Facebook, Social Media, Microsoft Office, Social Media Marketing, Customer Service, Integrated Marketing, Google Analytics, WordPress, InDesign, Adobe Creative Suite, Final Cut Pro
Education
Texas State University 2005 — 2009
Bachelor's, Communications
Jeremy Hatley's VALIC Experience January 2011 - July 2011
Job Chaplain Resident at Community Health Network
Industry Hospital & Health Care
Experience
Community Health Network July 2015 - Present
Celebration Fellowship CRC January 2012 - Present
Walgreens August 2011 - September 2014
VALIC January 2011 - July 2011
Hastings Entertainment June 2009 - August 2010
Hastings Entertainment October 2007 - June 2009
Ramar Communications August 2007 - October 2007
Ramar Communications January 2005 - August 2007
Skills
Customer Service, Time Management, Leadership, Training, Public Speaking, Nonprofits, Team Building, Grief Counseling, Pastoral Counseling, Communication, Teaching, Pastoral Care, Addiction Counseling, Event Planning, Volunteer Management, Expository Preaching, Evangelism, Discipleship Training, Biblical Studies, Christian Theology, Audio Mixing, Live Sound, Emcee, Voice Over, Sound Design, Pharmacy, Prescription Drugs, Inventory Management, Graphic Design, Photoshop, Facebook, Social Media, Microsoft Office, Data Analysis, Data Management, Management
Education
Grand Rapids Theological Seminary 2011 — 2015
Masters of Divinity, Chaplaincy Ministries
West Texas A&M University 2011 — 2011
Certificate, Pharmacy Technician
Texas Tech University 2002 — 2006
BFA, Theatre Arts - Acting
Community Health Network July 2015 - Present
Celebration Fellowship CRC January 2012 - Present
Walgreens August 2011 - September 2014
VALIC January 2011 - July 2011
Hastings Entertainment June 2009 - August 2010
Hastings Entertainment October 2007 - June 2009
Ramar Communications August 2007 - October 2007
Ramar Communications January 2005 - August 2007
Skills
Customer Service, Time Management, Leadership, Training, Public Speaking, Nonprofits, Team Building, Grief Counseling, Pastoral Counseling, Communication, Teaching, Pastoral Care, Addiction Counseling, Event Planning, Volunteer Management, Expository Preaching, Evangelism, Discipleship Training, Biblical Studies, Christian Theology, Audio Mixing, Live Sound, Emcee, Voice Over, Sound Design, Pharmacy, Prescription Drugs, Inventory Management, Graphic Design, Photoshop, Facebook, Social Media, Microsoft Office, Data Analysis, Data Management, Management
Education
Grand Rapids Theological Seminary 2011 — 2015
Masters of Divinity, Chaplaincy Ministries
West Texas A&M University 2011 — 2011
Certificate, Pharmacy Technician
Texas Tech University 2002 — 2006
BFA, Theatre Arts - Acting
Patricia Glaeser Patricia Glaeser's VALIC Experience 1990 - 1998
Job District Coordinator of Student Testing and School Improvement at Channelview Independent School District
Industry Education Management
Experience
Channelview Independent School District 2013 - Present
Dickinson Independent School District 2010 - 2013
Dickinson Independent School District 2009 - 2010
Dickinson Independent School District 2004 - 2010
Invesco US (AIM Investment) 2000 - 2003
VALIC 1990 - 1998
Education
The University of Texas at Austin
Bachelor's Degree, Fine and Studio Arts
University of Houston Clear Lake
Principal Certification Program with PDAS, Education Management
University of Houston Clear Lake
Master's Degree, Humanities/Humanistic Studies
University of Houston Clear Lake
Master's Degree, Education Management
Channelview Independent School District 2013 - Present
Dickinson Independent School District 2010 - 2013
Dickinson Independent School District 2009 - 2010
Dickinson Independent School District 2004 - 2010
Invesco US (AIM Investment) 2000 - 2003
VALIC 1990 - 1998
Education
The University of Texas at Austin
Bachelor's Degree, Fine and Studio Arts
University of Houston Clear Lake
Principal Certification Program with PDAS, Education Management
University of Houston Clear Lake
Master's Degree, Humanities/Humanistic Studies
University of Houston Clear Lake
Master's Degree, Education Management
Pat Bennett's VALIC Experience May 2013 - January 2014
Job Manager Hospice of the Western Reserve
Industry Hospital & Health Care
Experience
Hospice of the Western Reserve February 2014 - Present
VALIC May 2013 - January 2014
JPMorgan Chase December 2011 - April 2013
SAS March 2008 - May 2009
Mercy College January 1994 - March 2008
LexisNexis June 1992 - May 2002
New York State 1990 - 1992
Skills
Leadership, Relationship Building, Client Care, Client Retention, Customer Service, Client Loyalty, Team Building, Team Management, Public Speaking, Health Education, Consultative Selling, Teaching, CRM software, Data Analysis, Executive Level Selling, Social Media, Financial Education, Community Outreach, Business Development, Human Resources, Business Intelligence, Nonprofits, Training, University Teaching, Volunteer Management
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters Certificate
Stony Brook University 1975 — 1977
BS
Hospice of the Western Reserve February 2014 - Present
VALIC May 2013 - January 2014
JPMorgan Chase December 2011 - April 2013
SAS March 2008 - May 2009
Mercy College January 1994 - March 2008
LexisNexis June 1992 - May 2002
New York State 1990 - 1992
Skills
Leadership, Relationship Building, Client Care, Client Retention, Customer Service, Client Loyalty, Team Building, Team Management, Public Speaking, Health Education, Consultative Selling, Teaching, CRM software, Data Analysis, Executive Level Selling, Social Media, Financial Education, Community Outreach, Business Development, Human Resources, Business Intelligence, Nonprofits, Training, University Teaching, Volunteer Management
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters Certificate
Stony Brook University 1975 — 1977
BS
Vanessa Liles's VALIC Experience May 2015 - Present
Job VALIC
Industry Consumer Services
Experience
VALIC May 2015 - Present
Liberty Mutual Insurance January 2012 - October 2013
Liberty Mutual Insurance May 2011 - January 2012
Liberty Mutual Insurance February 2006 - May 2011
BNSF Railway January 2005 - December 2005
CGI Ins October 2004 - December 2004
Superior Insurance April 2002 - January 2004
ATI Claims Services October 2001 - April 2002
Progressive Insurance December 1999 - October 2001
Skills
Strategic Planning, Sales Management, New Business Development, Marketing Strategy, Team Building, Claim, Leadership, Litigation Management, Liability, Analysis, Insurance, Claim Investigation, Management, Property Damage
Education
Texas Christian University 1997 — 1999
Bachelor's degree, Speech Communication and Rhetoric
Tarrant County College 1995 — 1997
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
VALIC May 2015 - Present
Liberty Mutual Insurance January 2012 - October 2013
Liberty Mutual Insurance May 2011 - January 2012
Liberty Mutual Insurance February 2006 - May 2011
BNSF Railway January 2005 - December 2005
CGI Ins October 2004 - December 2004
Superior Insurance April 2002 - January 2004
ATI Claims Services October 2001 - April 2002
Progressive Insurance December 1999 - October 2001
Skills
Strategic Planning, Sales Management, New Business Development, Marketing Strategy, Team Building, Claim, Leadership, Litigation Management, Liability, Analysis, Insurance, Claim Investigation, Management, Property Damage
Education
Texas Christian University 1997 — 1999
Bachelor's degree, Speech Communication and Rhetoric
Tarrant County College 1995 — 1997
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Jessica Dean, MBA Jessica Dean, MBA's VALIC Experience September 2013 - Present
Job Investment Analyst at AIG VALIC
Industry Financial Services
Experience
VALIC September 2013 - Present
Invesco Ltd. June 2010 - September 2013
RIA in a Box January 2009 - March 2009
Van Kampen Funds November 2006 - August 2008
Van Kampen Investments March 2005 - November 2006
Pappadeaux Seafood Kitchen March 2004 - November 2004
Clark, Thomas & Winters August 2003 - January 2004
PBC Marketing April 2003 - August 2003
Texas State Senate January 2003 - April 2003
Skills
Customer Service, Financial Analysis, Microsoft Excel, Investments, Mutual Funds, Strategic Financial..., Finance, Analysis, Portfolio Management, Leadership, Retirement Planning, Sales, Marketing, Visio, Operations Management, Microsoft Office, Time Management, Financial Modeling, Project Management
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
Master, Business Administration
The University of Texas at Austin 2000 — 2004
Bachelor of Arts, Government, Business
VALIC September 2013 - Present
Invesco Ltd. June 2010 - September 2013
RIA in a Box January 2009 - March 2009
Van Kampen Funds November 2006 - August 2008
Van Kampen Investments March 2005 - November 2006
Pappadeaux Seafood Kitchen March 2004 - November 2004
Clark, Thomas & Winters August 2003 - January 2004
PBC Marketing April 2003 - August 2003
Texas State Senate January 2003 - April 2003
Skills
Customer Service, Financial Analysis, Microsoft Excel, Investments, Mutual Funds, Strategic Financial..., Finance, Analysis, Portfolio Management, Leadership, Retirement Planning, Sales, Marketing, Visio, Operations Management, Microsoft Office, Time Management, Financial Modeling, Project Management
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
Master, Business Administration
The University of Texas at Austin 2000 — 2004
Bachelor of Arts, Government, Business
Justin Howell Justin Howell's VALIC Experience May 2010 - February 2015
Job Financial Advisor at Voya Financial
Industry Financial Services
Experience
Voya Financial February 2015 - Present
VALIC May 2010 - February 2015
Stifel Nicolaus October 2009 - May 2010
Stifel Nicolaus & Company October 2009 - May 2010
UBS February 2005 - October 2009
AmSouth Investment Services October 2003 - May 2004
Skills
Access, Analysis, Finance, Management, Mutual Funds, Customer Service, Inventory Management, Microsoft Office, Trading, Securities, Retirement, Computer Hardware, Series 7, Financial Analysis, Investments, Banking, ERISA, 403 b, 401k, Rollovers, Personal Financial..., Monte Carlo Simulation, Research, Qualified Retirement..., Fixed Annuities, Financial Advisory, Strategic Financial...
Education
Union University
Master, Business Administration
Union University 1999 — 2004
Bachelor of Science, Business Administration; Economics/Finance and Financial Analysis
Voya Financial February 2015 - Present
VALIC May 2010 - February 2015
Stifel Nicolaus October 2009 - May 2010
Stifel Nicolaus & Company October 2009 - May 2010
UBS February 2005 - October 2009
AmSouth Investment Services October 2003 - May 2004
Skills
Access, Analysis, Finance, Management, Mutual Funds, Customer Service, Inventory Management, Microsoft Office, Trading, Securities, Retirement, Computer Hardware, Series 7, Financial Analysis, Investments, Banking, ERISA, 403 b, 401k, Rollovers, Personal Financial..., Monte Carlo Simulation, Research, Qualified Retirement..., Fixed Annuities, Financial Advisory, Strategic Financial...
Education
Union University
Master, Business Administration
Union University 1999 — 2004
Bachelor of Science, Business Administration; Economics/Finance and Financial Analysis
Sarah Stehling Sarah Stehling's VALIC Experience February 2003 - June 2006
Job Product Manager at Sysco
Industry Food & Beverages
Experience
Sysco February 2008 - Present
Sysco May 2005 - February 2008
VALIC February 2003 - June 2006
Skills
Microsoft Word, Budgets, Applicant Tracking..., Food Service, Event Planning, Inventory Management, Marketing Strategy, Marketing Research, Supply Chain Management, Forecasting, MS Project, Strategic Planning, Sales Management, Microsoft Office, Leadership, Project Management, Investments, Purchasing, Outlook, New Business Development, Talent Acquisition, Process Improvement, Business Development
Education
Stephen F. Austin State University 1988 — 1992
Bachelor of Business Administration, Management
Sysco February 2008 - Present
Sysco May 2005 - February 2008
VALIC February 2003 - June 2006
Skills
Microsoft Word, Budgets, Applicant Tracking..., Food Service, Event Planning, Inventory Management, Marketing Strategy, Marketing Research, Supply Chain Management, Forecasting, MS Project, Strategic Planning, Sales Management, Microsoft Office, Leadership, Project Management, Investments, Purchasing, Outlook, New Business Development, Talent Acquisition, Process Improvement, Business Development
Education
Stephen F. Austin State University 1988 — 1992
Bachelor of Business Administration, Management
LeRae Worthington LeRae Worthington's VALIC Experience January 1998 - January 2000
Job
Industry
Experience
The Allocation Company January 2000 - Present
VALIC January 1998 - January 2000
Skills
401k, Retirement Planning, Retirement, Retirement Plan..., 403 b, Qualified Retirement..., 457 Plans, Education, Mentoring, Seminars, Consulting, Strategic Consulting, Employee Benefits, Benefits Administration, Deferred Compensation, Compliance, Defined Benefit, Benefits Design, Client Focus, Solution Implementation, Series 6, Investment Advisory, Fixed Annuities, ERISA, Pensions, Mutual Funds, Profit Sharing, Executive Pay, Asset Allocation, Investment Strategies
Education
Texas State University 1970 — 1992
jane long
The Allocation Company January 2000 - Present
VALIC January 1998 - January 2000
Skills
401k, Retirement Planning, Retirement, Retirement Plan..., 403 b, Qualified Retirement..., 457 Plans, Education, Mentoring, Seminars, Consulting, Strategic Consulting, Employee Benefits, Benefits Administration, Deferred Compensation, Compliance, Defined Benefit, Benefits Design, Client Focus, Solution Implementation, Series 6, Investment Advisory, Fixed Annuities, ERISA, Pensions, Mutual Funds, Profit Sharing, Executive Pay, Asset Allocation, Investment Strategies
Education
Texas State University 1970 — 1992
jane long
Chris Doan Chris Doan's VALIC Experience September 2012 - April 2013
Job SCCM Administrator / Infrastructure Specialist
Industry Information Technology and Services
Experience
Lockwood International November 2014 - Present
Foster Wheeler November 2013 - November 2014
KBR April 2013 - November 2013
VALIC September 2012 - April 2013
Houston Chronicle January 2012 - September 2012
Skills
Microsoft Office, Project Management, Change Management, Winbatch, Wise Package Studio, Flexera AdminStudio, SCCM 2007, LANDesk, Active Directory, VMWare, IT Hardware Support, Application Support, SCCM, Microsoft Excel, Time Management, Scripting, System Deployment, Automation, VMware, Microsoft Word, Desktop Application..., Application Packaging, Desktop Imaging, Management, Technical Support, Wise Installer, Windows 7 Migration, WinBatch
Education
Texas A&M University 2007 — 2011
Bachelor's degree, Biomedical Sciences
Lockwood International November 2014 - Present
Foster Wheeler November 2013 - November 2014
KBR April 2013 - November 2013
VALIC September 2012 - April 2013
Houston Chronicle January 2012 - September 2012
Skills
Microsoft Office, Project Management, Change Management, Winbatch, Wise Package Studio, Flexera AdminStudio, SCCM 2007, LANDesk, Active Directory, VMWare, IT Hardware Support, Application Support, SCCM, Microsoft Excel, Time Management, Scripting, System Deployment, Automation, VMware, Microsoft Word, Desktop Application..., Application Packaging, Desktop Imaging, Management, Technical Support, Wise Installer, Windows 7 Migration, WinBatch
Education
Texas A&M University 2007 — 2011
Bachelor's degree, Biomedical Sciences
Ashley Welesko's VALIC Experience June 2015 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC June 2015 - Present
Lanigan Insurance Group, Inc May 2013 - 2015
Liberty Mutual Insurance 2012 - 2013
Skills
Licensed Property &..., Licensed Life & Health..., Umbrella Insurance, Property & Casualty..., Whole Life, Homeowners, Term Life Insurance, Life Insurance, Universal Life, Insurance, Customer Retention, Building Relationships, Underwriting, General Insurance, Sales, Customer Service, Leadership, Sales Management, Account Management, Marketing, Team Building
Education
The University of Georgia 2008 — 2012
Bachelor of Science (B.S.), Psychology
VALIC June 2015 - Present
Lanigan Insurance Group, Inc May 2013 - 2015
Liberty Mutual Insurance 2012 - 2013
Skills
Licensed Property &..., Licensed Life & Health..., Umbrella Insurance, Property & Casualty..., Whole Life, Homeowners, Term Life Insurance, Life Insurance, Universal Life, Insurance, Customer Retention, Building Relationships, Underwriting, General Insurance, Sales, Customer Service, Leadership, Sales Management, Account Management, Marketing, Team Building
Education
The University of Georgia 2008 — 2012
Bachelor of Science (B.S.), Psychology
Leslie Van Brink Leslie Van Brink's VALIC Experience June 2011 - March 2012
Job Chief Operations Officer at Alliance Financial Partners
Industry Financial Services
Experience
Alliance Financial Partners January 2014 - Present
Masco Contractor Services May 2012 - September 2013
VALIC June 2011 - March 2012
Edward Jones January 2009 - April 2011
Kaiser Aluminum June 2008 - September 2008
Hydro Aluminum North America Inc. October 2005 - May 2008
Northrop Grumman/Hi-Tec Jobs August 2004 - May 2005
Costa Del Mar March 2003 - August 2004
Sea Ray Boats May 1999 - March 2003
Education
State University of New York at Stony Brook
BA, Theatre
Alliance Financial Partners January 2014 - Present
Masco Contractor Services May 2012 - September 2013
VALIC June 2011 - March 2012
Edward Jones January 2009 - April 2011
Kaiser Aluminum June 2008 - September 2008
Hydro Aluminum North America Inc. October 2005 - May 2008
Northrop Grumman/Hi-Tec Jobs August 2004 - May 2005
Costa Del Mar March 2003 - August 2004
Sea Ray Boats May 1999 - March 2003
Education
State University of New York at Stony Brook
BA, Theatre
Israel Olmos Israel Olmos's VALIC Experience May 2008 - June 2009
Job Energy Trading
Industry Oil & Energy
Experience
EDF Trading July 2015 - Present
Direct Energy November 2013 - July 2015
Spring ISD June 2009 - August 2013
VALIC May 2008 - June 2009
Skills
SAP, Accounting, Data Analysis, Analysis, Communication Skills, Team-oriented, Spanish, Written & Oral..., Microsoft Office, Reports, Blackline, Endur, SharePoint, Public Speaking, Financial Analysis, Corporate Finance, Financial Reporting, Finance, Microsoft Excel
Education
Texas A&M University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
EDF Trading July 2015 - Present
Direct Energy November 2013 - July 2015
Spring ISD June 2009 - August 2013
VALIC May 2008 - June 2009
Skills
SAP, Accounting, Data Analysis, Analysis, Communication Skills, Team-oriented, Spanish, Written & Oral..., Microsoft Office, Reports, Blackline, Endur, SharePoint, Public Speaking, Financial Analysis, Corporate Finance, Financial Reporting, Finance, Microsoft Excel
Education
Texas A&M University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Gin Jordan Graham Gin Jordan Graham's VALIC Experience 1987 - 1990
Job General Manager at EcoView Windows & Doors of Birmingham
Industry Hospital & Health Care
Experience
EcoView Windows & Doors of Birmingham July 2014 - Present
Consumer Direct for Florida September 2013 - June 2014
Consumer Direct February 2010 - September 2013
Teachers Tax Service 2000 - 2011
VALIC 1987 - 1990
Skills
Sales, Public Speaking, Proposal Writing, Customer Service, HIPAA, Marketing Strategy, Team Building, Healthcare, Event Planning, Training, Fundraising, Process Improvement, Leadership, Editing, Strategic Planning, Program Development, Community Outreach, Insurance, Management, Teaching, Public Relations, Project Management, Social Media, Microsoft Office, Research, Access, Social Networking, Microsoft Word, Team Leadership, Time Management, PowerPoint, Nonprofits, Outlook, Microsoft Excel, Higher Education, Policy, Accounting, Employee Relations, Budgets, Volunteer Management, Organizational..., Grant Writing, Coaching, Social Services, Human Resources, Program Management, Leadership Development, Staff Development, Social Media Marketing, Finance
Education
The University of Montana 2012 — 2013
Masters Certificate of Public Health, Public Health, 4.0
Mountain Brook High School
University of Alabama
University of Alabama at Birmingham
Accounting and Business/Management
EcoView Windows & Doors of Birmingham July 2014 - Present
Consumer Direct for Florida September 2013 - June 2014
Consumer Direct February 2010 - September 2013
Teachers Tax Service 2000 - 2011
VALIC 1987 - 1990
Skills
Sales, Public Speaking, Proposal Writing, Customer Service, HIPAA, Marketing Strategy, Team Building, Healthcare, Event Planning, Training, Fundraising, Process Improvement, Leadership, Editing, Strategic Planning, Program Development, Community Outreach, Insurance, Management, Teaching, Public Relations, Project Management, Social Media, Microsoft Office, Research, Access, Social Networking, Microsoft Word, Team Leadership, Time Management, PowerPoint, Nonprofits, Outlook, Microsoft Excel, Higher Education, Policy, Accounting, Employee Relations, Budgets, Volunteer Management, Organizational..., Grant Writing, Coaching, Social Services, Human Resources, Program Management, Leadership Development, Staff Development, Social Media Marketing, Finance
Education
The University of Montana 2012 — 2013
Masters Certificate of Public Health, Public Health, 4.0
Mountain Brook High School
University of Alabama
University of Alabama at Birmingham
Accounting and Business/Management
Brian Riker Brian Riker's VALIC Experience September 2011 - June 2014
Job Financial Advisor at VALIC
Industry Financial Services
Experience
Brian Riker Homes, LLC December 1999 - Present
VALIC September 2011 - June 2014
Guardian Industries 1994 - 2000
Kawneer Company 1985 - 1994
Skills
Business Acumen, Business Development, Management, Strategic Planning, Retirement Planning, Wealth Accumulation, College Education..., Investment Strategies, Sales, Portfolio Management, Small Business, Investments, Marketing, Finance, Strategic Financial...
Education
The University of Georgia 1981 — 1985
BBA, Marketing, Business Management
Brian Riker Homes, LLC December 1999 - Present
VALIC September 2011 - June 2014
Guardian Industries 1994 - 2000
Kawneer Company 1985 - 1994
Skills
Business Acumen, Business Development, Management, Strategic Planning, Retirement Planning, Wealth Accumulation, College Education..., Investment Strategies, Sales, Portfolio Management, Small Business, Investments, Marketing, Finance, Strategic Financial...
Education
The University of Georgia 1981 — 1985
BBA, Marketing, Business Management
Brad Hope's VALIC Experience November 1999 - Present
Job Managing Vice President, VALIC
Industry Financial Services
Experience
VALIC November 1999 - Present
Skills
Financial Services, Investments, Mutual Funds, Retirement, Retirement Planning
Education
University of Kansas 1989 — 1994
Bachelor's degree of Economics, Economics
VALIC November 1999 - Present
Skills
Financial Services, Investments, Mutual Funds, Retirement, Retirement Planning
Education
University of Kansas 1989 — 1994
Bachelor's degree of Economics, Economics
Chrisann Lambert's VALIC Experience June 1990 - April 1996
Job Marketing Director, American General Life Insurance Company
Industry Marketing and Advertising
Experience
American General Life Insurance Company January 2012 - Present
Memorial Hermann Healthcare System August 2010 - December 2011
Texas Instruments July 1999 - August 2010
TransEnergy Management July 1997 - July 1999
Arthur Andersen April 1996 - July 1999
VALIC June 1990 - April 1996
Skills
New Business Development, Marketing Communications, Product Marketing, Management, Marketing, Strategy, Product Development, Program Management, Market Research, Strategic Planning, Integrated Marketing, Business Development, Lead Generation, SEO, Email Marketing, Online Marketing, Internal Communications, Direct Marketing
Education
Texas A&M University 1986 — 1990
BBA, Marketing
American General Life Insurance Company January 2012 - Present
Memorial Hermann Healthcare System August 2010 - December 2011
Texas Instruments July 1999 - August 2010
TransEnergy Management July 1997 - July 1999
Arthur Andersen April 1996 - July 1999
VALIC June 1990 - April 1996
Skills
New Business Development, Marketing Communications, Product Marketing, Management, Marketing, Strategy, Product Development, Program Management, Market Research, Strategic Planning, Integrated Marketing, Business Development, Lead Generation, SEO, Email Marketing, Online Marketing, Internal Communications, Direct Marketing
Education
Texas A&M University 1986 — 1990
BBA, Marketing
Tina Wooten Tina Wooten's VALIC Experience October 1998 - November 2004
Job Senior Compliance Manager at Invesco
Industry Financial Services
Experience
Invesco March 2006 - Present
SunAmerica Mutual Funds November 2004 - March 2006
VALIC October 1998 - November 2004
Skills
Leadership, Securities Regulation, Investment Advisory, Due Diligence, Management, Series 6, Compliance, 1940 Act, Charles River IMS, Project Management, Regulatory filings, Customer Service, People Development, Organization &..., Financial Services, Mutual Funds, Risk Management, Securities
Education
University of Phoenix 2002 — 2004
Master Degree, Business Administration
Texas A&M University
Bachelor of Science Degree, Sociology
Invesco March 2006 - Present
SunAmerica Mutual Funds November 2004 - March 2006
VALIC October 1998 - November 2004
Skills
Leadership, Securities Regulation, Investment Advisory, Due Diligence, Management, Series 6, Compliance, 1940 Act, Charles River IMS, Project Management, Regulatory filings, Customer Service, People Development, Organization &..., Financial Services, Mutual Funds, Risk Management, Securities
Education
University of Phoenix 2002 — 2004
Master Degree, Business Administration
Texas A&M University
Bachelor of Science Degree, Sociology
Brian Gillikin Brian Gillikin's VALIC Experience May 1995 - April 1997
Job Sr. Software Engineer at Shaw Systems
Industry Information Technology and Services
Experience
Shaw Systems Associates, Inc. October 2012 - Present
CloudNine Discovery March 2009 - October 2012
LexisNexis May 2007 - March 2009
Image Capture Engineering January 2002 - May 2007
C/S Solutions, Inc. February 1999 - January 2002
Insite Objects April 1997 - February 1999
VALIC May 1995 - April 1997
Skills
C#, ASP.NET, Microsoft SQL Server, AJAX, jQuery, JSON, jQuery UI, JavaScript, ASP, Visual Basic, XML, HTML
Education
Texas A&M University 1990 — 1995
Bachelor of Science (BS), Computer Science
Shaw Systems Associates, Inc. October 2012 - Present
CloudNine Discovery March 2009 - October 2012
LexisNexis May 2007 - March 2009
Image Capture Engineering January 2002 - May 2007
C/S Solutions, Inc. February 1999 - January 2002
Insite Objects April 1997 - February 1999
VALIC May 1995 - April 1997
Skills
C#, ASP.NET, Microsoft SQL Server, AJAX, jQuery, JSON, jQuery UI, JavaScript, ASP, Visual Basic, XML, HTML
Education
Texas A&M University 1990 — 1995
Bachelor of Science (BS), Computer Science
Lawton Llewellyn Lawton Llewellyn's VALIC Experience March 2013 - Present
Job Financial Planner at VALIC
Industry Financial Services
Experience
VALIC March 2013 - Present
Torres Protection Group January 2012 - March 2013
TRAVELPRO and Mountainsprings, Inc. October 2011 - March 2013
ICS Inteligence Counter-Terrorism and Security January 2009 - March 2013
Education
The University of Texas at Arlington 1974 — 1979
Bachelor of Science, Economics
VALIC March 2013 - Present
Torres Protection Group January 2012 - March 2013
TRAVELPRO and Mountainsprings, Inc. October 2011 - March 2013
ICS Inteligence Counter-Terrorism and Security January 2009 - March 2013
Education
The University of Texas at Arlington 1974 — 1979
Bachelor of Science, Economics
Wes Hollas Wes Hollas's VALIC Experience November 2010 - Present
Job Retirement Specialist at Valic
Industry Financial Services
Experience
VALIC November 2010 - Present
The Guardian Life Insurance Company of America 2009 - 2010
Mass Mutual Financial Group 2008 - 2009
JP Morgan Chase 2007 - 2008
Skills
Uniform Combined State..., Retirement Planning, IRAs, Fixed Annuities, Investments, Mutual Funds, Retirement, Roth IRA, 401k Rollovers, Insurance, Wealth Management, 401k, Life Insurance, Asset Allocation, Investment Advisory, Series 63, Series 6, Term Life Insurance, Securities, Disability Insurance, Long-term Care, Financial Services
Education
Texas State University 2003 — 2005
BA, Finance
VALIC November 2010 - Present
The Guardian Life Insurance Company of America 2009 - 2010
Mass Mutual Financial Group 2008 - 2009
JP Morgan Chase 2007 - 2008
Skills
Uniform Combined State..., Retirement Planning, IRAs, Fixed Annuities, Investments, Mutual Funds, Retirement, Roth IRA, 401k Rollovers, Insurance, Wealth Management, 401k, Life Insurance, Asset Allocation, Investment Advisory, Series 63, Series 6, Term Life Insurance, Securities, Disability Insurance, Long-term Care, Financial Services
Education
Texas State University 2003 — 2005
BA, Finance
Bruce Corcoran Bruce Corcoran's VALIC Experience January 2007 - June 2009
Job Advisor Distribution Head/ Business Development Leader/ Defined Contribution Plan Expert/ Spokesperson & Thought Leader
Industry Financial Services
Experience
TIAA-CREF January 2014 - March 2015
TIAA-CREF January 2012 - December 2013
TIAA-CREF September 2009 - December 2011
VALIC January 2007 - June 2009
VALIC January 2006 - December 2007
VALIC January 2001 - December 2005
VALIC January 1999 - December 2001
VALIC April 1993 - December 1999
Skills
Series 63, Retirement, Mutual Funds, Retirement Planning, Series 7, 401k, Alternative Investments, Asset Allocation, Asset Management, Financial Services, Fixed Annuities, Investment Advisory, Investment Strategies, Investments, Pensions, Securities, Wealth Management, Strategic Financial..., Financial Planning
Education
United States Naval Academy Class of 1992 1989 — 1992
Bachelor of Science
TIAA-CREF January 2014 - March 2015
TIAA-CREF January 2012 - December 2013
TIAA-CREF September 2009 - December 2011
VALIC January 2007 - June 2009
VALIC January 2006 - December 2007
VALIC January 2001 - December 2005
VALIC January 1999 - December 2001
VALIC April 1993 - December 1999
Skills
Series 63, Retirement, Mutual Funds, Retirement Planning, Series 7, 401k, Alternative Investments, Asset Allocation, Asset Management, Financial Services, Fixed Annuities, Investment Advisory, Investment Strategies, Investments, Pensions, Securities, Wealth Management, Strategic Financial..., Financial Planning
Education
United States Naval Academy Class of 1992 1989 — 1992
Bachelor of Science
Gene Perez, CFP®'s VALIC Experience 1999 - 2001
Job Financial Planner at GEM Financial Solutions
Industry Financial Services
Experience
GEM Financial Solutions March 2014 - Present
Gene Perez CFP® July 2009 - March 2014
Bright Trading August 2009 - July 2010
JPMorgan Chase July 2008 - July 2009
Gene Perez Insurance & Financial Services April 2003 - July 2008
Dayson Capital March 2007 - January 2008
VALIC 1999 - 2001
AIM Funds 1997 - 1999
RAS Securities 1997 - 1998
Skills
Retirement Planning, Fixed Annuities, Retirement, Life Insurance, IRAs, Long-term Care, Estate Planning, Insurance, 401k, Wealth Management, Strategic Financial..., Long Term Care Insurance, Financial Planners, Roth IRA, Financial Services, Securities, Investments, Portfolio Management, Equities, Financial Planning, Mutual Funds
Education
The American College 2013 — 2013
CLU® Insurance Education
Rice University 2006 — 2007
Certificate of Financial Planning, CFP® Education Program
Texas A&M University 1989 — 1994
Bachelor of Science (B.S.), Atmospheric Sciences and Meteorology
GEM Financial Solutions March 2014 - Present
Gene Perez CFP® July 2009 - March 2014
Bright Trading August 2009 - July 2010
JPMorgan Chase July 2008 - July 2009
Gene Perez Insurance & Financial Services April 2003 - July 2008
Dayson Capital March 2007 - January 2008
VALIC 1999 - 2001
AIM Funds 1997 - 1999
RAS Securities 1997 - 1998
Skills
Retirement Planning, Fixed Annuities, Retirement, Life Insurance, IRAs, Long-term Care, Estate Planning, Insurance, 401k, Wealth Management, Strategic Financial..., Long Term Care Insurance, Financial Planners, Roth IRA, Financial Services, Securities, Investments, Portfolio Management, Equities, Financial Planning, Mutual Funds
Education
The American College 2013 — 2013
CLU® Insurance Education
Rice University 2006 — 2007
Certificate of Financial Planning, CFP® Education Program
Texas A&M University 1989 — 1994
Bachelor of Science (B.S.), Atmospheric Sciences and Meteorology
Marty Halpern Marty Halpern's VALIC Experience November 2010 - Present
Job Financial Advisor/ Investment Advisor Representative at VALIC
Industry Financial Services
Experience
VALIC November 2010 - Present
Great West Retirement Services 2005 - 2010
Amsouth and NBC Investment Services 2001 - 2005
New York Life Insurance Company 1998 - 2001
WMC-TV 1993 - 1998
Skills
Financial Planning, Retirement Planning, Investment Advisory, Life Insurance, Long Term Care Insurance, Mutual Funds, Variable Annuities, Fixed Annuities, 529 Plans, Stocks, Financial Advisory
Education
The University of Memphis 1991 — 1993
Bachelor of Arts (B.A.), Communication and Media Studies
University of Maryland College Park 1989 — 1991
Communication and Media Studies
VALIC November 2010 - Present
Great West Retirement Services 2005 - 2010
Amsouth and NBC Investment Services 2001 - 2005
New York Life Insurance Company 1998 - 2001
WMC-TV 1993 - 1998
Skills
Financial Planning, Retirement Planning, Investment Advisory, Life Insurance, Long Term Care Insurance, Mutual Funds, Variable Annuities, Fixed Annuities, 529 Plans, Stocks, Financial Advisory
Education
The University of Memphis 1991 — 1993
Bachelor of Arts (B.A.), Communication and Media Studies
University of Maryland College Park 1989 — 1991
Communication and Media Studies
Jessica Clements's VALIC Experience January 1999 - June 2000
Job Marketing Communications Manager at OneSubsea
Industry Oil & Energy
Experience
OneSubsea January 2014 - Present
Clariant October 2009 - December 2013
Baker Hughes June 2004 - September 2009
Tractebel North America June 2002 - March 2004
AIG American General June 2000 - January 2002
VALIC January 1999 - June 2000
Coldwell Banker United May 1997 - January 1999
Skills
Product Launch, Marketing Strategy, Advertising, Marketing Communications, Event Planning, Event Management, Writing, Corporate Communications, Trade Shows, Internal Communications, B2B, Project Management, Brand Management, Brand Awareness, Brand Implementation, Trade Show Management, Oil & Gas Industry, Copywriting, Creative Strategy, Social Media, Product Marketing, B2B Marketing, Press Releases, Product Development, Account Management, Marketing Management, Project Planning, Additives, Strategy, Marketing, Social Media Marketing, Market Research, Integrated Marketing, Integrated Marketing..., Content Marketing, Website Development, Sales, New Business Development, Budgets, Business Development, Oilfield, Management, Leadership, Business Strategy, Market Development, Market Planning, Competitive Analysis, Marketing Research, Process Improvement, Email Marketing
Education
Texas A&M University 1992 — 1996
Bachelor of Science, Journalism / Marketing
Hastings 1989 — 1992
College Prep
OneSubsea January 2014 - Present
Clariant October 2009 - December 2013
Baker Hughes June 2004 - September 2009
Tractebel North America June 2002 - March 2004
AIG American General June 2000 - January 2002
VALIC January 1999 - June 2000
Coldwell Banker United May 1997 - January 1999
Skills
Product Launch, Marketing Strategy, Advertising, Marketing Communications, Event Planning, Event Management, Writing, Corporate Communications, Trade Shows, Internal Communications, B2B, Project Management, Brand Management, Brand Awareness, Brand Implementation, Trade Show Management, Oil & Gas Industry, Copywriting, Creative Strategy, Social Media, Product Marketing, B2B Marketing, Press Releases, Product Development, Account Management, Marketing Management, Project Planning, Additives, Strategy, Marketing, Social Media Marketing, Market Research, Integrated Marketing, Integrated Marketing..., Content Marketing, Website Development, Sales, New Business Development, Budgets, Business Development, Oilfield, Management, Leadership, Business Strategy, Market Development, Market Planning, Competitive Analysis, Marketing Research, Process Improvement, Email Marketing
Education
Texas A&M University 1992 — 1996
Bachelor of Science, Journalism / Marketing
Hastings 1989 — 1992
College Prep
Scott Letendre's VALIC Experience March 1992 - February 1993
Job Program Manager at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt March 2012 - Present
Exxova, Inc. 2010 - July 2012
ACS February 2007 - April 2011
Hewitt Associates June 1997 - February 2007
Chase Bank May 1995 - June 1997
American General Corporation February 1993 - May 1995
VALIC March 1992 - February 1993
Skills
Quality Assurance, Project Governance, Executive Communications, Program Management, PeopleSoft, Offshore, PMP, Team Management, SDLC, Vendor Management, BPO, PMO, Process Improvement, Outsourcing, ERP, RFP, Project Portfolio..., People Management, Offshoring, HRIS, Management Consulting, SAP, Risk Management, Account Management, Business Intelligence
Education
University of Houston 1994 — 1996
MBA, Management Information Systems
Texas A&M University 1986 — 1991
BS, Economics
Aon Hewitt March 2012 - Present
Exxova, Inc. 2010 - July 2012
ACS February 2007 - April 2011
Hewitt Associates June 1997 - February 2007
Chase Bank May 1995 - June 1997
American General Corporation February 1993 - May 1995
VALIC March 1992 - February 1993
Skills
Quality Assurance, Project Governance, Executive Communications, Program Management, PeopleSoft, Offshore, PMP, Team Management, SDLC, Vendor Management, BPO, PMO, Process Improvement, Outsourcing, ERP, RFP, Project Portfolio..., People Management, Offshoring, HRIS, Management Consulting, SAP, Risk Management, Account Management, Business Intelligence
Education
University of Houston 1994 — 1996
MBA, Management Information Systems
Texas A&M University 1986 — 1991
BS, Economics
Dennis Lacaze's VALIC Experience March 1996 - January 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Woodhaven Presbyterian Church January 2012 - Present
Jolie Vue Farms January 2004 - Present
AIG VALIC November 2001 - August 2003
American General Financial Group January 2000 - November 2001
VALIC March 1996 - January 2000
VALIC April 1992 - March 1996
VALIC December 1988 - April 1992
VALIC April 1988 - December 1988
Temporaries, Inc. February 1985 - April 1988
Skills
Business Planning, Process Improvement, Budgets, Strategic Planning, Integration, Outlook, Project Management, Analysis, Business Analysis, Management, Vendor Management, Program Management, IT Management, Business Process..., Access, Risk Management, Software Development, Requirements Gathering
Education
Texas A&M University 1980 — 1984
Bachelor’s Degree, Psychology
Woodhaven Presbyterian Church January 2012 - Present
Jolie Vue Farms January 2004 - Present
AIG VALIC November 2001 - August 2003
American General Financial Group January 2000 - November 2001
VALIC March 1996 - January 2000
VALIC April 1992 - March 1996
VALIC December 1988 - April 1992
VALIC April 1988 - December 1988
Temporaries, Inc. February 1985 - April 1988
Skills
Business Planning, Process Improvement, Budgets, Strategic Planning, Integration, Outlook, Project Management, Analysis, Business Analysis, Management, Vendor Management, Program Management, IT Management, Business Process..., Access, Risk Management, Software Development, Requirements Gathering
Education
Texas A&M University 1980 — 1984
Bachelor’s Degree, Psychology
BJ Hydes's VALIC Experience October 2013 - Present
Job Senior Compliance Administrator at VALIC
Industry Insurance
Experience
VALIC October 2013 - Present
AIG - VALIC January 2012 - October 2013
Blacklab Internet January 2011 - November 2011
Hand Benefits & Trust January 2000 - June 2004
VALIC 1998 - 2000
Skills
Account Management, Enterprise Software, Business Development, Solution Selling, Employee Benefits, Online Advertising, Professional Services, Digital Marketing, Public Relations, Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Sales, Social Media Marketing, Customer Service, Contract Negotiation
Education
The University of Texas at Austin 1989 — 1994
Bachelor of Arts (BA), History
VALIC October 2013 - Present
AIG - VALIC January 2012 - October 2013
Blacklab Internet January 2011 - November 2011
Hand Benefits & Trust January 2000 - June 2004
VALIC 1998 - 2000
Skills
Account Management, Enterprise Software, Business Development, Solution Selling, Employee Benefits, Online Advertising, Professional Services, Digital Marketing, Public Relations, Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Sales, Social Media Marketing, Customer Service, Contract Negotiation
Education
The University of Texas at Austin 1989 — 1994
Bachelor of Arts (BA), History
M. Craig Hixson's VALIC Experience October 2009 - July 2012
Job General Manager at SERVPRO® of East Chattanooga
Industry Facilities Services
Experience
SERVPRO of East Chattanooga October 2013 - Present
LendSmart Mortgage July 2012 - January 2015
VALIC October 2009 - July 2012
Edward Jones August 2008 - May 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, Series 7, Retirement Planning, Outlook, PowerPoint, Investments, Public Speaking, Microsoft Word, Retirement, Series 63, Data Analysis, Marketing, Uniform Combined State..., Fixed Annuities, Mortgage Lending, Mutual Funds, Investment Advisory, Asset Allocation, Insurance
Education
Tennessee Technological University 2001 — 2006
B.S., Health Services/Allied Health/Health Sciences, General
SERVPRO of East Chattanooga October 2013 - Present
LendSmart Mortgage July 2012 - January 2015
VALIC October 2009 - July 2012
Edward Jones August 2008 - May 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, Series 7, Retirement Planning, Outlook, PowerPoint, Investments, Public Speaking, Microsoft Word, Retirement, Series 63, Data Analysis, Marketing, Uniform Combined State..., Fixed Annuities, Mortgage Lending, Mutual Funds, Investment Advisory, Asset Allocation, Insurance
Education
Tennessee Technological University 2001 — 2006
B.S., Health Services/Allied Health/Health Sciences, General
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
Len Kutz's VALIC Experience May 2006 - Present
Job Director of Sales Technology at VALIC
Industry Financial Services
Experience
VALIC May 2006 - Present
AIG February 2002 - May 2006
Skills
Insurance, Disaster Recovery, Vendor Management, Citrix, SDLC, Business Analysis, ITIL, Process Improvement, Software Documentation, Visio, SharePoint, Project Management, Software Project..., Information Technology, Business Process..., Risk Management, Requirements Analysis, CRM
Education
Texas A&M University 1988 — 1993
VALIC May 2006 - Present
AIG February 2002 - May 2006
Skills
Insurance, Disaster Recovery, Vendor Management, Citrix, SDLC, Business Analysis, ITIL, Process Improvement, Software Documentation, Visio, SharePoint, Project Management, Software Project..., Information Technology, Business Process..., Risk Management, Requirements Analysis, CRM
Education
Texas A&M University 1988 — 1993
Carlin Putman, CMP's VALIC Experience January 2000 - July 2014
Job Meeting and Event Specialist at AIG Retirement Services
Industry Events Services
Experience
AIG Retirement Services July 2014 - Present
VALIC January 2000 - July 2014
American General Financial Group January 2001 - December 2005
Skills
Account Management, Budgets, Contract Negotiation, Corporate Events, Event Management, Event Planning, Financial Services, Hospitality, Hospitality Management, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, Meeting Planning, Sales, Strategic Financial..., Strategic Planning, Trade Shows
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Marketing
AIG Retirement Services July 2014 - Present
VALIC January 2000 - July 2014
American General Financial Group January 2001 - December 2005
Skills
Account Management, Budgets, Contract Negotiation, Corporate Events, Event Management, Event Planning, Financial Services, Hospitality, Hospitality Management, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, Meeting Planning, Sales, Strategic Financial..., Strategic Planning, Trade Shows
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Marketing
Christopher Lauver's VALIC Experience June 2008 - September 2012
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
VALIC June 2008 - September 2012
Lincoln Financial Distributors August 2003 - June 2008
Merrill Lynch March 2001 - August 2003
Datek Online 2000 - 2001
Skills
Series 6, Variable Annuities, Retirement, Uniform Combined State..., Strategic Financial..., Alternative Investments, Life Insurance, 401k Rollovers, IRAs, Insurance, Financial Advisory, Asset Managment, ETFs, Long-term Care, Estate Planning, Financial Planning, Financial Services, Asset Management
Education
Towson University 1992 — 1996
BS, Sports Management
TIAA-CREF September 2012 - Present
VALIC June 2008 - September 2012
Lincoln Financial Distributors August 2003 - June 2008
Merrill Lynch March 2001 - August 2003
Datek Online 2000 - 2001
Skills
Series 6, Variable Annuities, Retirement, Uniform Combined State..., Strategic Financial..., Alternative Investments, Life Insurance, 401k Rollovers, IRAs, Insurance, Financial Advisory, Asset Managment, ETFs, Long-term Care, Estate Planning, Financial Planning, Financial Services, Asset Management
Education
Towson University 1992 — 1996
BS, Sports Management
Norman Holmberg - QKA, TGPC's VALIC Experience 1989 - Present
Job Pension Consultant at VALIC
Industry Financial Services
Experience
VALIC 1989 - Present
Skills
Retirement Plan..., Fixed Annuities, Series 7, 401k, Defined Contribution, Retirement, Financial Advisory, Qualified Retirement..., Retirement Planning, Asset Allocation, Wealth Management, Investments, Insurance, Employee Benefits, Strategic Financial..., Pensions, Investment Advisory, Series 63, Defined Benefit, Series 6, Mutual Funds, Financial Services, Uniform Combined State...
Education
Stephen F. Austin State University 1982 — 1987
Fred Pryor
VALIC 1989 - Present
Skills
Retirement Plan..., Fixed Annuities, Series 7, 401k, Defined Contribution, Retirement, Financial Advisory, Qualified Retirement..., Retirement Planning, Asset Allocation, Wealth Management, Investments, Insurance, Employee Benefits, Strategic Financial..., Pensions, Investment Advisory, Series 63, Defined Benefit, Series 6, Mutual Funds, Financial Services, Uniform Combined State...
Education
Stephen F. Austin State University 1982 — 1987
Fred Pryor
Christy (Kennon) Chapman's VALIC Experience 2009 - 2011
Job Licensed Specialist in School Psychology (LSSP)
Industry Mental Health Care
Experience
Lubbock ISD June 2013 - Present
West Texas A&M University August 2012 - August 2013
IMPACT Futures December 2011 - January 2013
VALIC 2009 - 2011
Amarillo Center for Clinical Research 2003 - 2007
PPD Development 2000 - 2004
Skills
Clinical Research, Psychology, Community Outreach, Program Development, Microsoft Office, PowerPoint, Data Analysis, Leadership Development, Training, Microsoft Excel, Statistics, Staff Development, Program Evaluation, Curriculum Design, EDC, Event Planning, Fundraising, Grant Writing, Healthcare, Higher Education, Research, Teaching, Curriculum Development, E-Learning, Nonprofits
Education
Texas Tech University 2015 — 2018
PhD, Educational Psychology/LSSP
West Texas A & M University 2011 — 2014
Specialist in School Psychology (SSP), Specialist in School Psychology Program
West Texas A&M University 2007 — 2011
BS, Psychology
Wayland Baptist University 1997 — 1999
Pre-Medicine/Pre-Medical Studies
Lubbock ISD June 2013 - Present
West Texas A&M University August 2012 - August 2013
IMPACT Futures December 2011 - January 2013
VALIC 2009 - 2011
Amarillo Center for Clinical Research 2003 - 2007
PPD Development 2000 - 2004
Skills
Clinical Research, Psychology, Community Outreach, Program Development, Microsoft Office, PowerPoint, Data Analysis, Leadership Development, Training, Microsoft Excel, Statistics, Staff Development, Program Evaluation, Curriculum Design, EDC, Event Planning, Fundraising, Grant Writing, Healthcare, Higher Education, Research, Teaching, Curriculum Development, E-Learning, Nonprofits
Education
Texas Tech University 2015 — 2018
PhD, Educational Psychology/LSSP
West Texas A & M University 2011 — 2014
Specialist in School Psychology (SSP), Specialist in School Psychology Program
West Texas A&M University 2007 — 2011
BS, Psychology
Wayland Baptist University 1997 — 1999
Pre-Medicine/Pre-Medical Studies
Jill Parnell's VALIC Experience October 1992 - March 1997
Job Senior HR Business Partner at Wood Group Mustang
Industry Human Resources
Experience
Wood Group Mustang December 2014 - Present
American Bureau of Shipping October 2012 - December 2014
PBG 2002 - October 2012
AT&T/Cingular Wireless March 1997 - June 2000
VALIC October 1992 - March 1997
Skills
Onboarding, Talent Management, Employee Relations, Succession Planning, HR Consulting, Training Delivery, College Recruiting, HR Policies, Performance Management
Education
Texas A&M University
Communication and Media Studies
Wood Group Mustang December 2014 - Present
American Bureau of Shipping October 2012 - December 2014
PBG 2002 - October 2012
AT&T/Cingular Wireless March 1997 - June 2000
VALIC October 1992 - March 1997
Skills
Onboarding, Talent Management, Employee Relations, Succession Planning, HR Consulting, Training Delivery, College Recruiting, HR Policies, Performance Management
Education
Texas A&M University
Communication and Media Studies
Mark Heck's VALIC Experience November 2002 - March 2011
Job Investment Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2011 - Present
VALIC November 2002 - March 2011
Morgan Stanley February 2001 - September 2001
Skills
Retirement Planning, Retirement, 401k, FINRA, Financial Planners, Financial Services, Insurance, Investments, Securities, Series 6, Series 65, Series 7, Finance, Mutual Funds, Series 63, Financial Planning
Education
Texas A&M University 1995 — 2000
BS, Economics
LPL Financial March 2011 - Present
VALIC November 2002 - March 2011
Morgan Stanley February 2001 - September 2001
Skills
Retirement Planning, Retirement, 401k, FINRA, Financial Planners, Financial Services, Insurance, Investments, Securities, Series 6, Series 65, Series 7, Finance, Mutual Funds, Series 63, Financial Planning
Education
Texas A&M University 1995 — 2000
BS, Economics
Traci Langford's VALIC Experience 1986 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
AIG VALIC 1986 - 2004
AIG Retirement 1986 - 2004
AIG Retirement Services 1986 - 2004
VALIC 1986 - 2004
Education
Texas A&M University 1982 — 1986
BA, Business Analysis
AIG VALIC 1986 - 2004
AIG Retirement 1986 - 2004
AIG Retirement Services 1986 - 2004
VALIC 1986 - 2004
Education
Texas A&M University 1982 — 1986
BA, Business Analysis
Kevin Erdman's VALIC Experience November 2000 - July 2004
Job Business Intelligence Manager at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management February 2014 - Present
Janus Capital Group November 2006 - February 2014
SunAmerica Mutual Funds July 2004 - November 2006
VALIC November 2000 - July 2004
Skills
Business Objects, Cognos, Business Intelligence, Salesforce.com, Asset Management, Investments, Portfolio Management, Business Analysis, Financial Modeling, Mutual Funds, Management, CRM, Financial Analysis, Equities, Tableau
Education
The University of New Mexico
BBA, Finance
Thornburg Investment Management February 2014 - Present
Janus Capital Group November 2006 - February 2014
SunAmerica Mutual Funds July 2004 - November 2006
VALIC November 2000 - July 2004
Skills
Business Objects, Cognos, Business Intelligence, Salesforce.com, Asset Management, Investments, Portfolio Management, Business Analysis, Financial Modeling, Mutual Funds, Management, CRM, Financial Analysis, Equities, Tableau
Education
The University of New Mexico
BBA, Finance
Bob Kristek's VALIC Experience August 1994 - May 2006
Job Vantage BenefitsAssociate Regional Director
Industry Financial Services
Experience
Williams Financial Group January 2013 - Present
Competitive Benifits January 2011 - Present
Allstate June 2006 - December 2010
VALIC August 1994 - May 2006
Skills
Retirement, Retirement Planning, Fixed Annuities, Financial Services, Financial Advisory, IRAs, Employee Benefits, Insurance, Term Life Insurance, Series 63, Disability Insurance, Long-term Care, Annuities, Long Term Care, IRA's, Annuity, Series 24, Series 7, Series 65, 401k, Mutual Funds
Education
University of Texas Pan American 1980 — 1985
BBA Business, Small Business Administration/Management
The University of Texas-Pan American 1980 — 1984
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Williams Financial Group January 2013 - Present
Competitive Benifits January 2011 - Present
Allstate June 2006 - December 2010
VALIC August 1994 - May 2006
Skills
Retirement, Retirement Planning, Fixed Annuities, Financial Services, Financial Advisory, IRAs, Employee Benefits, Insurance, Term Life Insurance, Series 63, Disability Insurance, Long-term Care, Annuities, Long Term Care, IRA's, Annuity, Series 24, Series 7, Series 65, 401k, Mutual Funds
Education
University of Texas Pan American 1980 — 1985
BBA Business, Small Business Administration/Management
The University of Texas-Pan American 1980 — 1984
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Di Gazdar's VALIC Experience March 1999 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC March 1999 - Present
aig retirement 2001 - 2009
aig valic 2001 - 2009
valic 1999 - 2009
Skills
Retirement Planning, Financial Planning, Retirement Income..., Investments, 529 Plans, Wealth Preservation..., IRA's, Retirement, Wealth Accumulation, Insurance Planning, Annuities, Mutual Funds, Insurance, Asset Allocation, Investment Advisory, Wealth Management, 401k, Financial Advisory, Long Term Care, Estate Planning, Series 63, Series 6, Investment Strategies, Term Life Insurance, Portfolio Management, Fixed Income
Education
The University of Texas at Austin 1990 — 1997
VALIC March 1999 - Present
aig retirement 2001 - 2009
aig valic 2001 - 2009
valic 1999 - 2009
Skills
Retirement Planning, Financial Planning, Retirement Income..., Investments, 529 Plans, Wealth Preservation..., IRA's, Retirement, Wealth Accumulation, Insurance Planning, Annuities, Mutual Funds, Insurance, Asset Allocation, Investment Advisory, Wealth Management, 401k, Financial Advisory, Long Term Care, Estate Planning, Series 63, Series 6, Investment Strategies, Term Life Insurance, Portfolio Management, Fixed Income
Education
The University of Texas at Austin 1990 — 1997
Shelley Schneider's VALIC Experience September 2011 - Present
Job Meeting and Event Planner at VALIC
Industry Events Services
Experience
VALIC September 2011 - Present
Goodman Manufacturing July 2009 - September 2011
AIG Retirement Services September 2005 - February 2009
Regent Limo 2009 - 2009
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1996
BBA, Marketing
VALIC September 2011 - Present
Goodman Manufacturing July 2009 - September 2011
AIG Retirement Services September 2005 - February 2009
Regent Limo 2009 - 2009
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1996
BBA, Marketing
Gwen Hughes's VALIC Experience 1992 - 1996
Job Account Manager at Tribune Direct (formerly Tribune Media Services
Industry Marketing and Advertising
Experience
Tribune Direct (formerly Tribune Media Services March 2012 - Present
Forney ISD October 2010 - March 2012
Platinum Direct February 2009 - September 2010
HomeVestors 2006 - 2009
World Marketing 2004 - 2006
Harte Hanks Direct Marketing January 2000 - January 2001
Eagle Country Markets January 1998 - January 2000
J. C. Penney Financial Services January 1992 - January 1998
VALIC 1992 - 1996
Skills
CRM, Direct Mail, Direct Marketing, Email Marketing, Leadership, Management, Marketing
Education
The University of Texas at
BA, French/English
The University of Texas at Arlington
BA, French/English/Education
Tribune Direct (formerly Tribune Media Services March 2012 - Present
Forney ISD October 2010 - March 2012
Platinum Direct February 2009 - September 2010
HomeVestors 2006 - 2009
World Marketing 2004 - 2006
Harte Hanks Direct Marketing January 2000 - January 2001
Eagle Country Markets January 1998 - January 2000
J. C. Penney Financial Services January 1992 - January 1998
VALIC 1992 - 1996
Skills
CRM, Direct Mail, Direct Marketing, Email Marketing, Leadership, Management, Marketing
Education
The University of Texas at
BA, French/English
The University of Texas at Arlington
BA, French/English/Education
Debbie Friend's VALIC Experience June 1987 - April 2009
Job Financial Professional at Legend Equities Corporation
Industry Financial Services
Experience
Legend Equities Corporation March 2011 - Present
VALIC June 1987 - April 2009
Skills
Retirement Planning, Mutual Funds, Finance
Education
The Ohio State University 1982 — 1987
BS, Computer and Information Systems
Legend Equities Corporation March 2011 - Present
VALIC June 1987 - April 2009
Skills
Retirement Planning, Mutual Funds, Finance
Education
The Ohio State University 1982 — 1987
BS, Computer and Information Systems
Cindy Seeman's VALIC Experience 1997 - Present
Job Vice President/Consultant Relations at VALIC
Industry Financial Services
Experience
VALIC 1997 - Present
American General Corporation July 1987 - July 1997
Skills
Employee Benefits, Mutual Funds, Retirement, Defined Contribution, Retirement Planning, 401k, Financial Services, Series 63
Education
The University of Texas at Austin 1969 — 1972
BBA, Marketing
VALIC 1997 - Present
American General Corporation July 1987 - July 1997
Skills
Employee Benefits, Mutual Funds, Retirement, Defined Contribution, Retirement Planning, 401k, Financial Services, Series 63
Education
The University of Texas at Austin 1969 — 1972
BBA, Marketing
Joseph Vela's VALIC Experience October 1996 - Present
Job Advisory Services Analyst at AIG VALIC
Industry Financial Services
Experience
VALIC October 1996 - Present
Sports Official 2008 - 2013
Skills
Series 7, Financial Services, Business Analysis, series 63, Asset Allocation, Ibbotson, WealthEngine, Financial Planning, Risk Management, Fixed Annuities
Education
Texas A&M University 1988 — 1992
Finance, Business
VALIC October 1996 - Present
Sports Official 2008 - 2013
Skills
Series 7, Financial Services, Business Analysis, series 63, Asset Allocation, Ibbotson, WealthEngine, Financial Planning, Risk Management, Fixed Annuities
Education
Texas A&M University 1988 — 1992
Finance, Business
Sheryl Reed's VALIC Experience November 1997 - February 2011
Job Director, Plan Compliance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF October 2012 - February 2015
TIAA-CREF February 2011 - October 2012
VALIC November 1997 - February 2011
IRS June 1987 - October 1997
Skills
Retirement Planning, Retirement, Mutual Funds, 401k, Financial Services, Fixed Annuities, Employee Benefits, Strategic Financial..., Pensions, Management
Education
Texas A&M University-Commerce 2012 — 2013
EMBA
Texas A&M University 1983 — 1987
BBA, Accounting
TIAA-CREF March 2015 - Present
TIAA-CREF October 2012 - February 2015
TIAA-CREF February 2011 - October 2012
VALIC November 1997 - February 2011
IRS June 1987 - October 1997
Skills
Retirement Planning, Retirement, Mutual Funds, 401k, Financial Services, Fixed Annuities, Employee Benefits, Strategic Financial..., Pensions, Management
Education
Texas A&M University-Commerce 2012 — 2013
EMBA
Texas A&M University 1983 — 1987
BBA, Accounting
Sean Austin's VALIC Experience 2014 - 2015
Job UF FullTime MBA Student
Industry Financial Services
Experience
University of Florida, Hough Graduate School of Business August 2015 - Present
VALIC 2014 - 2015
John Hancock Financial Services 2013 - 2014
First Investors 2012 - 2013
Little Haiti Housing Assn Inc 2011 - 2012
Skills
Public Speaking, Finance, Microsoft Excel, Social Media, Investments, Retirement Planning, PowerPoint, Financial Planning, Mutual Funds, Financial Services
Education
UF Hough Graduate School of Business 2015 — 2017
Master of Business Administration (MBA), Finance
University of Florida 2006 — 2010
Bachelor of Arts (B.A.), Economics
University of Florida, Hough Graduate School of Business August 2015 - Present
VALIC 2014 - 2015
John Hancock Financial Services 2013 - 2014
First Investors 2012 - 2013
Little Haiti Housing Assn Inc 2011 - 2012
Skills
Public Speaking, Finance, Microsoft Excel, Social Media, Investments, Retirement Planning, PowerPoint, Financial Planning, Mutual Funds, Financial Services
Education
UF Hough Graduate School of Business 2015 — 2017
Master of Business Administration (MBA), Finance
University of Florida 2006 — 2010
Bachelor of Arts (B.A.), Economics
Jane (Chavis) Nicholls's VALIC Experience September 2013 - Present
Job Senior Administrative Assistant at VALIC
Industry Financial Services
Experience
VALIC September 2013 - Present
ABB May 2012 - August 2013
Amkor Technology April 1999 - May 2012
Chavis Trucking January 1998 - March 1999
Triangle Traffic Ticket Clinic June 1997 - January 1998
Women-in-Action for the Prevention of Violence & Its Causes, Inc October 1995 - June 1997
Skills
MS Office Suite, Lotus Notes, Concur, Adobe Acrobat, AS400, Cardscan, SAP, IBM iSeries, Microsoft Office, Quicken, Event Planning, Administrative..., Management, Project Management, Microsoft Excel, PowerPoint, Accounting, Administration, Outlook, Teamwork, Time Management, Software Documentation, CardScan, Administrative...
Education
Stone Academy-Hamden
Diploma of Distinction, Court Stenography / Business Administration
VALIC September 2013 - Present
ABB May 2012 - August 2013
Amkor Technology April 1999 - May 2012
Chavis Trucking January 1998 - March 1999
Triangle Traffic Ticket Clinic June 1997 - January 1998
Women-in-Action for the Prevention of Violence & Its Causes, Inc October 1995 - June 1997
Skills
MS Office Suite, Lotus Notes, Concur, Adobe Acrobat, AS400, Cardscan, SAP, IBM iSeries, Microsoft Office, Quicken, Event Planning, Administrative..., Management, Project Management, Microsoft Excel, PowerPoint, Accounting, Administration, Outlook, Teamwork, Time Management, Software Documentation, CardScan, Administrative...
Education
Stone Academy-Hamden
Diploma of Distinction, Court Stenography / Business Administration
Kerry Short's VALIC Experience Manager Financial PlanningUnion Texas Petroleum1978 - 1998
Job Manager Financial Planning at VALIC
Industry Insurance
Experience
VALIC Manager Financial PlanningUnion Texas Petroleum1978 - 1998
Union Texas Petroleum 1978 - 1998
Union Texas Petroleum 1978 - 1998
Union Texas Petroleum 1978 - 1998
Education
Texas Tech University 1970 — 1974
BBA, Accounting
VALIC Manager Financial PlanningUnion Texas Petroleum1978 - 1998
Union Texas Petroleum 1978 - 1998
Union Texas Petroleum 1978 - 1998
Union Texas Petroleum 1978 - 1998
Education
Texas Tech University 1970 — 1974
BBA, Accounting
Kimberly Wilder, AIF's VALIC Experience April 2012 - 2014
Job AIG/VALIC Investment Advisor
Industry Investment Management
Experience
Texas Association of Counties December 2013 - July 2014
VALIC April 2012 - 2014
Farmers Insurance October 2010 - May 2012
Nationwide Retirement Solutions July 2004 - January 2010
Skills
Relationship Management, Strategic Financial..., Investments, Public Speaking, Financial Services, Fixed Annuities, Retirement, Wealth Management, Insurance, Strategic Planning, Life Insurance, Project Management, Employee Benefits
Education
The University of Texas at Austin 1995 — 1996
BA, Economics
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary
Lakewood College
AA, Liberal Arts
Texas Association of Counties December 2013 - July 2014
VALIC April 2012 - 2014
Farmers Insurance October 2010 - May 2012
Nationwide Retirement Solutions July 2004 - January 2010
Skills
Relationship Management, Strategic Financial..., Investments, Public Speaking, Financial Services, Fixed Annuities, Retirement, Wealth Management, Insurance, Strategic Planning, Life Insurance, Project Management, Employee Benefits
Education
The University of Texas at Austin 1995 — 1996
BA, Economics
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary
Lakewood College
AA, Liberal Arts
Dena Yebernetsky, NSSA®'s VALIC Experience May 2014 - January 2015
Job Associate Financial Planner at Clarity Financial
Industry Financial Services
Experience
Clarity Financial. LLC January 2015 - Present
Parents for the Encouragement of STEM July 2014 - Present
NSSA July 2014 - Present
VALIC May 2014 - January 2015
VALIC July 2006 - May 2014
AmREIT 2003 - 2006
AIM Distributors 1992 - 1999
AIM Distributors 1992 - 1997
Skills
Series 7, Mutual Funds, Business Development, Series 63, Asset Allocation, Retirement Planning, Retirement, 401k, Series 6, Investments, Investment Advisory, Financial Advisory, Financial Services, Uniform Combined State..., Series 65, Fixed Annuities, Financial Planning, Securities, Asset Management, Risk Management, Internal Audit, Strategic Planning, Finance, Wealth Management, Employee Benefits
Education
California Lutheran University 2010 — 2014
MBA, Certified Financial Planning
The University of Texas at San Antonio
Double Major Finance & Marketing, Finance & Marketing
Clarity Financial. LLC January 2015 - Present
Parents for the Encouragement of STEM July 2014 - Present
NSSA July 2014 - Present
VALIC May 2014 - January 2015
VALIC July 2006 - May 2014
AmREIT 2003 - 2006
AIM Distributors 1992 - 1999
AIM Distributors 1992 - 1997
Skills
Series 7, Mutual Funds, Business Development, Series 63, Asset Allocation, Retirement Planning, Retirement, 401k, Series 6, Investments, Investment Advisory, Financial Advisory, Financial Services, Uniform Combined State..., Series 65, Fixed Annuities, Financial Planning, Securities, Asset Management, Risk Management, Internal Audit, Strategic Planning, Finance, Wealth Management, Employee Benefits
Education
California Lutheran University 2010 — 2014
MBA, Certified Financial Planning
The University of Texas at San Antonio
Double Major Finance & Marketing, Finance & Marketing
Denise McClelland's VALIC Experience December 2013 - Present
Job Pension Administrator at VALIC
Industry Legal Services
Experience
VALIC December 2013 - Present
Law Office of Charley L. Smith March 1994 - August 2013
Education
Texas Tech University School of Law 1987 — 1991
Texas A&M University 1983 — 1987
VALIC December 2013 - Present
Law Office of Charley L. Smith March 1994 - August 2013
Education
Texas Tech University School of Law 1987 — 1991
Texas A&M University 1983 — 1987
Jim Beard's VALIC Experience September 2013 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC September 2013 - Present
JCBeard & Associates 2010 - September 2013
Boys and Girls Clubs of the Brazos Valley January 2011 - January 2012
Briarcrest Country Club April 1998 - September 2010
Lost Creek Country Club July 1992 - March 1998
NorthShore Country Club July 1991 - July 1992
Kingwood Country Club 1989 - 1991
April Sound Country Club 1984 - 1986
Skills
Customer Service, Public Speaking, Budgets, Golf, Marketing, Leadership, Sales, Strategic Planning, Team Building, Insurance, Sales Management, Event Management, Financial Analysis, Coaching, Event Planning, Management, Operations Management, Risk Management, Forecasting, Account Management, Retirement Planning
Education
Texas A&M University 1979 — 1984
B.S., Management
VALIC September 2013 - Present
JCBeard & Associates 2010 - September 2013
Boys and Girls Clubs of the Brazos Valley January 2011 - January 2012
Briarcrest Country Club April 1998 - September 2010
Lost Creek Country Club July 1992 - March 1998
NorthShore Country Club July 1991 - July 1992
Kingwood Country Club 1989 - 1991
April Sound Country Club 1984 - 1986
Skills
Customer Service, Public Speaking, Budgets, Golf, Marketing, Leadership, Sales, Strategic Planning, Team Building, Insurance, Sales Management, Event Management, Financial Analysis, Coaching, Event Planning, Management, Operations Management, Risk Management, Forecasting, Account Management, Retirement Planning
Education
Texas A&M University 1979 — 1984
B.S., Management
Donna Talbot's VALIC Experience July 1997 - January 2006
Job Technical Editor at Schlumberger
Industry Oil & Energy
Experience
Schlumberger July 2007 - Present
VALIC July 1997 - January 2006
Western National Life Insurance Company December 1995 - July 1997
Skills
Copy Editing, Content Management, Web Content, Proofreading, Technical Writing, Corporate Communications, Internal Communications, Newsletters, Editing, Copywriting, Web Content Management, Content Strategy, Media Relations, Creative Writing, Press Releases, Journalism, Marketing Communications, Strategic Communications, Publications, SEO
Education
University of Houston 1971 — 1973
Bachelor of Arts, Journalism
Texas Tech University 1967 — 1969
N/A, Journalism
Schlumberger July 2007 - Present
VALIC July 1997 - January 2006
Western National Life Insurance Company December 1995 - July 1997
Skills
Copy Editing, Content Management, Web Content, Proofreading, Technical Writing, Corporate Communications, Internal Communications, Newsletters, Editing, Copywriting, Web Content Management, Content Strategy, Media Relations, Creative Writing, Press Releases, Journalism, Marketing Communications, Strategic Communications, Publications, SEO
Education
University of Houston 1971 — 1973
Bachelor of Arts, Journalism
Texas Tech University 1967 — 1969
N/A, Journalism
Mark A. Roberts's VALIC Experience June 2014 - May 2015
Job White Dog Investments
Industry Management Consulting
Experience
VALIC June 2014 - May 2015
Principal Financial Group October 2013 - June 2014
Bankers Life and Casualty Company July 2013 - October 2013
Sterne Agee July 2006 - October 2012
Merrill Lynch April 1999 - July 2006
Skills
401 (k), 403 (b), SEP &..., Asset Allocation, Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series ,7 66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
The Citadel 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Citadel 1978 — 1982
BS Bus Admin
VALIC June 2014 - May 2015
Principal Financial Group October 2013 - June 2014
Bankers Life and Casualty Company July 2013 - October 2013
Sterne Agee July 2006 - October 2012
Merrill Lynch April 1999 - July 2006
Skills
401 (k), 403 (b), SEP &..., Asset Allocation, Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series ,7 66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
The Citadel 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Citadel 1978 — 1982
BS Bus Admin
Craig Gephart, CMFS's VALIC Experience October 2009 - May 2010
Job AVP, Portfolio Manager at Huntington Wealth Advisors
Industry Financial Services
Experience
Huntington National Bank June 2013 - Present
Huntington National Bank December 2012 - June 2013
Western & Southern Financial Group May 2010 - December 2012
VALIC October 2009 - May 2010
Financial Consultant April 2009 - October 2009
First Federal Bank of the Midwest May 2007 - February 2009
Fifth Third Securities April 2005 - May 2007
Gephart Financial LLC 2000 - 2005
Skills
Retirement Planning, Strategic Financial..., Insurance, Financial Analysis, IRAs, Series 7, Investment Advisory, Mutual Funds, Financial Advisory, 401k, Investments, Loans, Fixed Annuities, Portfolio Management, Wealth Management, Securities, Asset Management, Wealth
Education
Chattanooga State Community College 1986 — 1989
Associate's degree, Radiologic Technology/Science - Radiographer
University of Findlay 1979 — 1983
English Literature
Huntington National Bank June 2013 - Present
Huntington National Bank December 2012 - June 2013
Western & Southern Financial Group May 2010 - December 2012
VALIC October 2009 - May 2010
Financial Consultant April 2009 - October 2009
First Federal Bank of the Midwest May 2007 - February 2009
Fifth Third Securities April 2005 - May 2007
Gephart Financial LLC 2000 - 2005
Skills
Retirement Planning, Strategic Financial..., Insurance, Financial Analysis, IRAs, Series 7, Investment Advisory, Mutual Funds, Financial Advisory, 401k, Investments, Loans, Fixed Annuities, Portfolio Management, Wealth Management, Securities, Asset Management, Wealth
Education
Chattanooga State Community College 1986 — 1989
Associate's degree, Radiologic Technology/Science - Radiographer
University of Findlay 1979 — 1983
English Literature
Tad Moses's VALIC Experience December 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC December 2014 - Present
Raymond James September 2012 - December 2014
Focus Pointe Global March 2010 - September 2012
GfK Custom Research North America June 2008 - October 2009
Professional Examination Service July 2007 - June 2008
The New School October 2006 - May 2008
Skills
Financial Advisory, Asset Allocation, Retirement Planning, Investments, Series 7, Series 66, Securities, Mutual Funds, Fixed Annuities, Estate Planning, Wealth Management, Portfolio Management, Investment Strategies, Life Insurance, Variable Annuities, Registered Investment..., Retirement Plan..., Goal Planning &..., Portfolio Performance..., Investment Advisory..., Fixed Income Analysis, Fixed Income Strategies, Financial Goals, SPSS, SAS, Research, Statistical Data...
Education
The New School 2006 — 2008
MA, Social Research, Psychology
Syracuse University 2001 — 2005
B.A, Psychology
VALIC December 2014 - Present
Raymond James September 2012 - December 2014
Focus Pointe Global March 2010 - September 2012
GfK Custom Research North America June 2008 - October 2009
Professional Examination Service July 2007 - June 2008
The New School October 2006 - May 2008
Skills
Financial Advisory, Asset Allocation, Retirement Planning, Investments, Series 7, Series 66, Securities, Mutual Funds, Fixed Annuities, Estate Planning, Wealth Management, Portfolio Management, Investment Strategies, Life Insurance, Variable Annuities, Registered Investment..., Retirement Plan..., Goal Planning &..., Portfolio Performance..., Investment Advisory..., Fixed Income Analysis, Fixed Income Strategies, Financial Goals, SPSS, SAS, Research, Statistical Data...
Education
The New School 2006 — 2008
MA, Social Research, Psychology
Syracuse University 2001 — 2005
B.A, Psychology
Judy Montalvo Selya's VALIC Experience September 1995 - December 1999
Job Principal at Montalvo Selya CPA, PC
Industry Accounting
Experience
Montalvo Selya CPA, PC February 2014 - Present
Gainer Donnelly LLP January 2000 - January 2014
VALIC September 1995 - December 1999
Skills
Corporate Tax, Accounting, CPA, GAAP, Income Tax, Partnership Taxation, Tax, Tax Accounting, Tax Preparation, Tax Research, US GAAP, Auditing
Education
Texas State University-San Marcos 1978 — 1980
Bachelor of Business Administration (BBA), Accounting and Finance
University of Houston-Downtown
Montalvo Selya CPA, PC February 2014 - Present
Gainer Donnelly LLP January 2000 - January 2014
VALIC September 1995 - December 1999
Skills
Corporate Tax, Accounting, CPA, GAAP, Income Tax, Partnership Taxation, Tax, Tax Accounting, Tax Preparation, Tax Research, US GAAP, Auditing
Education
Texas State University-San Marcos 1978 — 1980
Bachelor of Business Administration (BBA), Accounting and Finance
University of Houston-Downtown
Sheree Philpot's VALIC Experience August 2011 - August 2012
Job Financial Advisor
Industry Financial Services
Experience
VALIC August 2011 - August 2012
First Command Financial Services May 2010 - August 2011
TD Ameritrade May 2006 - February 2010
Skills
Strategic Financial..., Mutual Funds, Insurance, Long Term Care Insurance, Retirement, Wealth Management, Series 7, Portfolio Management, Series 63, Options, Financial Services, Trading, Retirement Planning, Securities, Coaching, Training, Team Building, Investments
Education
Trinity University 1990 — 1995
BA & BS, International Economics & Business
VALIC August 2011 - August 2012
First Command Financial Services May 2010 - August 2011
TD Ameritrade May 2006 - February 2010
Skills
Strategic Financial..., Mutual Funds, Insurance, Long Term Care Insurance, Retirement, Wealth Management, Series 7, Portfolio Management, Series 63, Options, Financial Services, Trading, Retirement Planning, Securities, Coaching, Training, Team Building, Investments
Education
Trinity University 1990 — 1995
BA & BS, International Economics & Business
Blair Waller's VALIC Experience March 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC March 2014 - Present
BuildASign.com March 2013 - December 2013
Lancashire Realty Group February 2013 - September 2013
Rusty Parrot Lodge and Spa Pty Ltd April 2011 - November 2012
EmployeeConnect October 2008 - April 2010
Law of the Jungle August 2006 - September 2008
Skills
Enterprise Software, Team Leadership, Sales Management, Lead Generation, Competitive Marketing..., Business Analysis, Marketing Management, Lead Scoring, Competitive Analysis, Marketing, CRM, New Business Development, Account Management, Marketing Communications, Leadership
Education
Texas Tech University - Rawls College of Business 2002 — 2006
Bachelor of Business Administration (BBA), Marketing and Finance
VALIC March 2014 - Present
BuildASign.com March 2013 - December 2013
Lancashire Realty Group February 2013 - September 2013
Rusty Parrot Lodge and Spa Pty Ltd April 2011 - November 2012
EmployeeConnect October 2008 - April 2010
Law of the Jungle August 2006 - September 2008
Skills
Enterprise Software, Team Leadership, Sales Management, Lead Generation, Competitive Marketing..., Business Analysis, Marketing Management, Lead Scoring, Competitive Analysis, Marketing, CRM, New Business Development, Account Management, Marketing Communications, Leadership
Education
Texas Tech University - Rawls College of Business 2002 — 2006
Bachelor of Business Administration (BBA), Marketing and Finance
Diane Nayhouse's VALIC Experience October 1999 - June 2008
Job Vocational Rehabilitation Consultant at Cascade Disability Management
Industry Insurance
Experience
Liberty Mutual Insurance - Liberty Mutual Vocational Rehabilitation July 2008 - Present
VALIC October 1999 - June 2008
CIGNA Voluntary January 1997 - November 1999
Skills
Workers Compensation, Claim, Disability Management, Vocational..., Disabilities, Vocation, Case Managment, Return to Work, Resume Writing, Disability Insurance, Transferable Skills, Job Search Strategies, Claims Management, Medical Case Management, Job Search, Job Analysis, Career Counseling, Rehabilitation, Vocational Evaluation, Career Assessment, Social Security..., Vocational Education, Career Development, Interview Preparation, Ergonomics
Education
University of Arizona 1977 — 1979
MS, Vocational Rehabilitation and Vocation Evaluation
University of Arizona 1977 — 1979
Master of Science (M.S.), Vocational Rehabilitation Counseling/Counselor
Liberty Mutual Insurance - Liberty Mutual Vocational Rehabilitation July 2008 - Present
VALIC October 1999 - June 2008
CIGNA Voluntary January 1997 - November 1999
Skills
Workers Compensation, Claim, Disability Management, Vocational..., Disabilities, Vocation, Case Managment, Return to Work, Resume Writing, Disability Insurance, Transferable Skills, Job Search Strategies, Claims Management, Medical Case Management, Job Search, Job Analysis, Career Counseling, Rehabilitation, Vocational Evaluation, Career Assessment, Social Security..., Vocational Education, Career Development, Interview Preparation, Ergonomics
Education
University of Arizona 1977 — 1979
MS, Vocational Rehabilitation and Vocation Evaluation
University of Arizona 1977 — 1979
Master of Science (M.S.), Vocational Rehabilitation Counseling/Counselor
Robert Trudo's VALIC Experience February 2013 - Present
Job VALIC Financial Advisors
Industry Financial Services
Experience
VALIC February 2013 - Present
Commonwealth Financial Group December 2009 - February 2013
MetLife December 1996 - December 2009
Skills
Insurance, Retirement, Disability Insurance, Strategic Financial..., Investments, Retirement Planning
Education
Suffolk University 1992 — 1996
Suffolk University 1992 — 1996
Bachelor of Arts (BA), Journalism
VALIC February 2013 - Present
Commonwealth Financial Group December 2009 - February 2013
MetLife December 1996 - December 2009
Skills
Insurance, Retirement, Disability Insurance, Strategic Financial..., Investments, Retirement Planning
Education
Suffolk University 1992 — 1996
Suffolk University 1992 — 1996
Bachelor of Arts (BA), Journalism
Stanley Marcus's VALIC Experience November 2000 - Present
Job Experienced Financial Advisor
Industry Financial Services
Experience
VALIC November 2000 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
The University of Texas at Austin 1959 — 1963
VALIC November 2000 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
The University of Texas at Austin 1959 — 1963
Caren White's VALIC Experience September 2012 - Present
Job Pension Administrator at VALIC
Industry Financial Services
Experience
VALIC September 2012 - Present
Northwestern Mutual May 1999 - March 2012
Northwestern Mutual 1999 - 2012
The K Corporation 1997 - 1999
Benefit Information Services 1993 - 1996
W F Corroon 1990 - 1993
Skills
Series 63, Series 6, Life Insurance, Life & Health Insurance...
Education
Texas Tech University
Bachelor's degree, Fashion Merchandising
VALIC September 2012 - Present
Northwestern Mutual May 1999 - March 2012
Northwestern Mutual 1999 - 2012
The K Corporation 1997 - 1999
Benefit Information Services 1993 - 1996
W F Corroon 1990 - 1993
Skills
Series 63, Series 6, Life Insurance, Life & Health Insurance...
Education
Texas Tech University
Bachelor's degree, Fashion Merchandising
Sally Gardner's VALIC Experience August 1996 - September 2009
Job Former Senior Financial Advisor at Wirick Asset Management, LLC
Industry Financial Services
Experience
Wirick Asset Management, LLC January 2010 - March 2014
VALIC August 1996 - September 2009
JAMS May 1993 - June 1996
Westin Hotels & Resorts May 1991 - May 1993
Doubletree Hotel August 1989 - May 1991
Marriott Hotel May 1988 - August 1989
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Negotiation, Mac OS X, Marketing Strategy, Contract Negotiation, Strategic Planning, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Fixed Annuities, Investments, Investment Advisory, Wealth, Mutual Funds, IRAs, Financial Advisory, Long-term Care, Insurance, Asset Allocation, Pensions, Saving for Education, Series 6, Series 63, Lead Generation, New Business Development, Marketing, Management, Sales
Education
Texas Tech University 1982 — 1987
Bachelor of Arts (BA), Telecommunications
Memorial Senior High School 1979 — 1982
High School Dipolma
Wirick Asset Management, LLC January 2010 - March 2014
VALIC August 1996 - September 2009
JAMS May 1993 - June 1996
Westin Hotels & Resorts May 1991 - May 1993
Doubletree Hotel August 1989 - May 1991
Marriott Hotel May 1988 - August 1989
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Negotiation, Mac OS X, Marketing Strategy, Contract Negotiation, Strategic Planning, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Fixed Annuities, Investments, Investment Advisory, Wealth, Mutual Funds, IRAs, Financial Advisory, Long-term Care, Insurance, Asset Allocation, Pensions, Saving for Education, Series 6, Series 63, Lead Generation, New Business Development, Marketing, Management, Sales
Education
Texas Tech University 1982 — 1987
Bachelor of Arts (BA), Telecommunications
Memorial Senior High School 1979 — 1982
High School Dipolma
alton nicholson's VALIC Experience October 2011 - Present
Job Banking Professional
Industry Banking
Experience
VALIC October 2011 - Present
SouthTrust Bank November 2001 - February 2004
First Union National Bank January 1998 - November 2001
Education
The University of Georgia 1987 — 1993
BBA, Marketing
VALIC October 2011 - Present
SouthTrust Bank November 2001 - February 2004
First Union National Bank January 1998 - November 2001
Education
The University of Georgia 1987 — 1993
BBA, Marketing
Mark Gartman's VALIC Experience November 2011 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC November 2011 - Present
NBC Securities, Inc. a correspondent of RBC Correspondent Services January 2006 - April 2011
SouthTrust Securities / Wachovia Securities January 1996 - December 2005
US Army 1981 - 1993
Skills
Retirement Planning, Portfolio Strategy
Education
University of Arkansas at Fayetteville 1976 — 1980
BA
Fayetteville High school 1973 — 1974
VALIC November 2011 - Present
NBC Securities, Inc. a correspondent of RBC Correspondent Services January 2006 - April 2011
SouthTrust Securities / Wachovia Securities January 1996 - December 2005
US Army 1981 - 1993
Skills
Retirement Planning, Portfolio Strategy
Education
University of Arkansas at Fayetteville 1976 — 1980
BA
Fayetteville High school 1973 — 1974
Sharon McNamara's VALIC Experience 2004 - 2010
Job Senior Paralegal at McElroy, Sullivan, Miller, Weber & Olmstead, LLP
Industry Law Practice
Experience
McElroy, Sullivan, Miller, Weber & Olmstead, LLP 2013 - Present
Vinson & Elkins LLP 2010 - 2012
VALIC 2004 - 2010
Brown McCarroll 1999 - 2003
Skills
Legal Research, Trials, Trade Secrets, Legal Writing, Appeals, Environmental Law, Document Review, Corporate Law
Education
The University of Texas at Austin
BA, History
University of Houston
McElroy, Sullivan, Miller, Weber & Olmstead, LLP 2013 - Present
Vinson & Elkins LLP 2010 - 2012
VALIC 2004 - 2010
Brown McCarroll 1999 - 2003
Skills
Legal Research, Trials, Trade Secrets, Legal Writing, Appeals, Environmental Law, Document Review, Corporate Law
Education
The University of Texas at Austin
BA, History
University of Houston
Martin Roesch's VALIC Experience 1996 - Present
Job
Industry Financial Services
Experience
VALIC 1996 - Present
Skills
Mutual Funds, Strategic Financial..., Wealth Management, Retirement Planning, Leadership, Series 7, Fixed Annuities, Investments, Retirement
Education
The Ohio State University
VALIC 1996 - Present
Skills
Mutual Funds, Strategic Financial..., Wealth Management, Retirement Planning, Leadership, Series 7, Fixed Annuities, Investments, Retirement
Education
The Ohio State University
Edric Brown's VALIC Experience April 2012 - Present
Job Business Analyst at AIG
Industry Financial Services
Experience
VALIC April 2012 - Present
AIG April 2012 - Present
Mercer December 2006 - April 2012
Skills
Retirement, Business Analysis, 401k, Human Resources, SQL, Microsoft Excel, Access, Database Administration, Database Design, Customer Service
Education
Tuskegee University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
VALIC April 2012 - Present
AIG April 2012 - Present
Mercer December 2006 - April 2012
Skills
Retirement, Business Analysis, 401k, Human Resources, SQL, Microsoft Excel, Access, Database Administration, Database Design, Customer Service
Education
Tuskegee University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Leatrice Adams's VALIC Experience August 1996 - September 2004
Job Transportation/Trucking/Railroad Professional
Industry Transportation/Trucking/Railroad
Experience
First Group January 2007 - Present
First Transit 2007 - 2012
VALIC August 1996 - September 2004
Education
University of Houston-Downtown 2010 — 2011
Texas Christian University 1987 — 1988
First Group January 2007 - Present
First Transit 2007 - 2012
VALIC August 1996 - September 2004
Education
University of Houston-Downtown 2010 — 2011
Texas Christian University 1987 — 1988
Rick Fagan's VALIC Experience September 2014 - August 2015
Job Owner at Land Home Development, Inc.
Industry Insurance
Experience
Land Home Development, Inc. January 2000 - Present
VALIC September 2014 - August 2015
Allstate April 2013 - August 2014
Allstate Benefits April 2011 - March 2013
American Fidelity August 2007 - April 2011
Skills
Long-term Care, Life Insurance, Sales, Fixed Annuities, Critical Illness, Disability Insurance, Employee Benefits, Health Savings Accounts, Entrepreneurship, Insurance, Small Business, Brokers, Accident, Term Life Insurance
Education
Stephen F. Austin State University 1978 — 1983
Bachelor of Business Administration (B.B.A.), Marketing
Stephen F. Austin State University
Land Home Development, Inc. January 2000 - Present
VALIC September 2014 - August 2015
Allstate April 2013 - August 2014
Allstate Benefits April 2011 - March 2013
American Fidelity August 2007 - April 2011
Skills
Long-term Care, Life Insurance, Sales, Fixed Annuities, Critical Illness, Disability Insurance, Employee Benefits, Health Savings Accounts, Entrepreneurship, Insurance, Small Business, Brokers, Accident, Term Life Insurance
Education
Stephen F. Austin State University 1978 — 1983
Bachelor of Business Administration (B.B.A.), Marketing
Stephen F. Austin State University
Jared Kimminau's VALIC Experience December 2011 - December 2012
Job Onsite Estimate Consultant at TWO MEN AND A TRUCK, HUNTSVILLE, AL
Industry Transportation/Trucking/Railroad
Experience
TWO MEN AND A TRUCK, HUNTSVILLE, AL April 2013 - Present
Zealco January 2013 - Present
VALIC December 2011 - December 2012
Holloway & Moxley, LLP 2008 - 2011
Education
University of Alabama in Huntsville 2013 — 2015
Graduate Certificate, Federal Contracting and Procurement Management, 4.0 (expected)
University of Arkansas at Little Rock 2006 — 2010
Bachelor of Business Administration (BBA), Management
University of Arkansas 2005 — 2006
TWO MEN AND A TRUCK, HUNTSVILLE, AL April 2013 - Present
Zealco January 2013 - Present
VALIC December 2011 - December 2012
Holloway & Moxley, LLP 2008 - 2011
Education
University of Alabama in Huntsville 2013 — 2015
Graduate Certificate, Federal Contracting and Procurement Management, 4.0 (expected)
University of Arkansas at Little Rock 2006 — 2010
Bachelor of Business Administration (BBA), Management
University of Arkansas 2005 — 2006
Roy E Box, Jr's VALIC Experience October 2003 - Present
Job Senior Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC October 2003 - Present
Box & Associates, PC May 1968 - May 1993
Education
The University of Texas at Austin 1960 — 1962
Master of Professional Accounting, Accounting
The University of Texas at Austin 1956 — 1960
Bachelor of Business Administration (BBA), Accounting
VALIC October 2003 - Present
Box & Associates, PC May 1968 - May 1993
Education
The University of Texas at Austin 1960 — 1962
Master of Professional Accounting, Accounting
The University of Texas at Austin 1956 — 1960
Bachelor of Business Administration (BBA), Accounting
Randy Marchant's VALIC Experience March 2012 - Present
Job Advisor at VALIC
Industry Financial Services
Experience
VALIC March 2012 - Present
Merrill Lynch August 2008 - June 2011
Synovus February 1993 - May 2008
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Fixed Annuities, Series 63, Financial Advisory, Investment Strategies, IRAs, Securities
Education
The University of Georgia 1974 — 1977
Bachelor of Business Administration (BBA), Finance, General
VALIC March 2012 - Present
Merrill Lynch August 2008 - June 2011
Synovus February 1993 - May 2008
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Fixed Annuities, Series 63, Financial Advisory, Investment Strategies, IRAs, Securities
Education
The University of Georgia 1974 — 1977
Bachelor of Business Administration (BBA), Finance, General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO