VALIC Company
Industry: Insurance company
DescriptionThe Variable Annuity Life Insurance Company, or VALIC, a subsidiary of American International Group, Inc., is an insurance corporation that specializes in tax-qualified retirement plans, supplemental tax-deferred and after-tax investments. VALIC's CEO is Jana Greer. VALIC's headquarters are in Houston, Texas. Headquarters: Houston, Texas, United States Founded: 1955 Parent organizations: American General Life Insurance Co., AGC Life Insurance Company Subsidiaries: AIG Retirement Services,
VALIC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at VALIC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
VALIC Salaries. You can even request information on how much does VALIC pay if you want to. Learn about salaries, pros and cons of working for VALIC directly from the past employees.
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1,128 VALIC employees in database. Find out everything there's to know about VALIC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
VALIC Employees
Employee
Years
Job
Industry
Gordon Fair, CFP® Gordon Fair, CFP®'s VALIC Experience October 2010 - October 2011
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Principal Financial Group January 2015 - Present
Allstate Financial May 2013 - December 2014
PNC Financial Advisors October 2011 - April 2013
VALIC October 2010 - October 2011
MainSource Financial Group August 2009 - October 2010
Chase June 2005 - July 2009
CBA Pharma January 2004 - May 2005
Fifth Third Bank January 2003 - April 2004
Fifth Third Bank January 2002 - January 2003
Skills
Investments, Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Finance, Financial Advisory, Series 7, Strategic Financial..., Estate Planning, Fixed Annuities, Series 63, Financial Services, Investment Management, Insurance, Wealth, Wealth Management
Education
University of Florida
Bachelor of Science, Business Administration
University of Florida
BSBA, Business Management
Fidelity Investments August 2015 - Present
Principal Financial Group January 2015 - Present
Allstate Financial May 2013 - December 2014
PNC Financial Advisors October 2011 - April 2013
VALIC October 2010 - October 2011
MainSource Financial Group August 2009 - October 2010
Chase June 2005 - July 2009
CBA Pharma January 2004 - May 2005
Fifth Third Bank January 2003 - April 2004
Fifth Third Bank January 2002 - January 2003
Skills
Investments, Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Finance, Financial Advisory, Series 7, Strategic Financial..., Estate Planning, Fixed Annuities, Series 63, Financial Services, Investment Management, Insurance, Wealth, Wealth Management
Education
University of Florida
Bachelor of Science, Business Administration
University of Florida
BSBA, Business Management
Shannon Bonomo Shannon Bonomo's VALIC Experience 2012 - Present
Job Client Relationship Management at VALIC
Industry Investment Management
Experience
VALIC 2012 - Present
Scribes STAT, Inc. 2012 - 2012
Education
University of Colorado at Colorado Springs
VALIC 2012 - Present
Scribes STAT, Inc. 2012 - 2012
Education
University of Colorado at Colorado Springs
Alex Barron Alex Barron's VALIC Experience March 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC March 2014 - Present
Fry's Electronics August 2004 - March 2014
Skills
Sales, Sales Operations, Finance, Financial Advisory, Business, Sales Management, Sales Presentations, Personal Finance, Customer Service, Marketing, Series 6, Series 63, Computer Information..., Enterprise Information...
Education
University of Houston-Downtown 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
VALIC March 2014 - Present
Fry's Electronics August 2004 - March 2014
Skills
Sales, Sales Operations, Finance, Financial Advisory, Business, Sales Management, Sales Presentations, Personal Finance, Customer Service, Marketing, Series 6, Series 63, Computer Information..., Enterprise Information...
Education
University of Houston-Downtown 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Laurin Byars Laurin Byars's VALIC Experience January 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2014 - Present
U.S. Bank January 2007 - October 2013
Skills
Financial Analysis, Microsoft Excel, Credit Risk, Risk Analysis, Higher Education, Volunteering
Education
University of Kentucky 2001 — 2006
Master of Business Administration (M.B.A.)
University of Kentucky 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
VALIC January 2014 - Present
U.S. Bank January 2007 - October 2013
Skills
Financial Analysis, Microsoft Excel, Credit Risk, Risk Analysis, Higher Education, Volunteering
Education
University of Kentucky 2001 — 2006
Master of Business Administration (M.B.A.)
University of Kentucky 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
karrie fleisher karrie fleisher's VALIC Experience August 2010 - October 2010
Job Executive Assistant at BP
Industry Oil & Energy
Experience
BP November 2013 - Present
Air Liquide America April 2013 - August 2013
NiSource November 2011 - February 2013
Valic August 2010 - October 2010
Fluor August 2006 - July 2010
Aegis Mortgage Corporation August 2004 - August 2007
McDermott International Inc./ Mentor Subsea Technology Services, Inc. March 2001 - July 2004
Skills
Marketing, Budgets, Human Resources, Software Documentation, Management, Forecasting, Analysis, Administrative..., Lotus Notes, Outlook, Spreadsheets, PowerPoint, Process Scheduler, Invoicing, Time Management, Microsoft Excel, Access, Research, Microsoft Word, Microsoft Office, Supervisory Skills, SAP, Project Planning, System Administration
Education
Katy High
University of Houston
BP November 2013 - Present
Air Liquide America April 2013 - August 2013
NiSource November 2011 - February 2013
Valic August 2010 - October 2010
Fluor August 2006 - July 2010
Aegis Mortgage Corporation August 2004 - August 2007
McDermott International Inc./ Mentor Subsea Technology Services, Inc. March 2001 - July 2004
Skills
Marketing, Budgets, Human Resources, Software Documentation, Management, Forecasting, Analysis, Administrative..., Lotus Notes, Outlook, Spreadsheets, PowerPoint, Process Scheduler, Invoicing, Time Management, Microsoft Excel, Access, Research, Microsoft Word, Microsoft Office, Supervisory Skills, SAP, Project Planning, System Administration
Education
Katy High
University of Houston
Sherilyn Lucas Sherilyn Lucas's VALIC Experience April 2000 - December 2003
Job Realtor, Re/Max Elite
Industry Real Estate
Experience
Re/Max Elite in Albuquerque January 2014 - Present
Merz Aesthetics Inc. July 2012 - September 2013
Kimberly Clark healthcare July 2008 - June 2012
Schering-Plough January 2004 - June 2008
VALIC April 2000 - December 2003
KOBF TV December 1997 - January 2000
Skills
Sales Presentations, Healthcare, Account Management, New Business Development, Product Marketing, Product Launch, Sales Operations, Medical Devices, Pharmaceutical Industry, Pharmaceutical Sales, Sales Effectiveness, Operating Room, Disposables, Surgeons, Urology, B2B, Market Development, Sales Management, Sales
Education
University of Colorado Boulder 1992 — 1996
Bachelor of Science (BSc), Journalism
University of Colorado at Boulder 1992 — 1996
Bachelor of Science (BSc), Broadcast Journalism
Albuquerque Academy 1986 — 1992
High School Diploma, High School
Re/Max Elite in Albuquerque January 2014 - Present
Merz Aesthetics Inc. July 2012 - September 2013
Kimberly Clark healthcare July 2008 - June 2012
Schering-Plough January 2004 - June 2008
VALIC April 2000 - December 2003
KOBF TV December 1997 - January 2000
Skills
Sales Presentations, Healthcare, Account Management, New Business Development, Product Marketing, Product Launch, Sales Operations, Medical Devices, Pharmaceutical Industry, Pharmaceutical Sales, Sales Effectiveness, Operating Room, Disposables, Surgeons, Urology, B2B, Market Development, Sales Management, Sales
Education
University of Colorado Boulder 1992 — 1996
Bachelor of Science (BSc), Journalism
University of Colorado at Boulder 1992 — 1996
Bachelor of Science (BSc), Broadcast Journalism
Albuquerque Academy 1986 — 1992
High School Diploma, High School
Josh Nokes Josh Nokes's VALIC Experience October 2013 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC October 2013 - Present
NYLIFE Securities LLC April 2011 - October 2013
New York Life Insurance Company April 2011 - October 2013
First Investors Corporation January 2005 - January 2011
College Pro Painters August 2003 - August 2004
College Pro Painters June 2003 - August 2003
Skills
Asset Allocation, College Education..., Disability Insurance, Estate Planning, Personal Financial..., Fixed Annuities, Variable Annuities, Life Insurance, Investments, Long Term Care Insurance, Mutual Funds, Retirement Planning, Wealth Management, 401k Rollovers, IRAs, Term Life Insurance, Whole Life, Small Business, Protection..., Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Asset Protection, Succession Planning
Education
University of Minnesota-Twin Cities 2001 — 2005
B.A., Economics
VALIC October 2013 - Present
NYLIFE Securities LLC April 2011 - October 2013
New York Life Insurance Company April 2011 - October 2013
First Investors Corporation January 2005 - January 2011
College Pro Painters August 2003 - August 2004
College Pro Painters June 2003 - August 2003
Skills
Asset Allocation, College Education..., Disability Insurance, Estate Planning, Personal Financial..., Fixed Annuities, Variable Annuities, Life Insurance, Investments, Long Term Care Insurance, Mutual Funds, Retirement Planning, Wealth Management, 401k Rollovers, IRAs, Term Life Insurance, Whole Life, Small Business, Protection..., Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Asset Protection, Succession Planning
Education
University of Minnesota-Twin Cities 2001 — 2005
B.A., Economics
Steven Tromberg's VALIC Experience September 2013 - November 2014
Job VP Business Development of Cure Analytics
Industry Computer Software
Experience
Cure Analytics October 2014 - Present
American Clothing Exchange March 2014 - Present
VALIC September 2013 - November 2014
Merrill Lynch October 2011 - July 2013
Morgan Stanley Smith Barney May 2010 - August 2010
Riemer Insurance Group May 2008 - July 2008
Shevlin & Atkins April 2007 - June 2007
Skills
Business Strategy, New Business Development, Operations Management, Bilingual-Spanish, Marketing, Finance, Wealth Management, Financial Advisory, CRM, Insurance, Social Networking, Management, Strategic Financial..., Event Planning, Microsoft Office, Sales, Investments, Financial Planning, Spanish
Education
University of Florida - Warrington College Of Business 2007 — 2011
BSBA, Business/Finance
Miami Country Day School 2003 — 2007
High School
Cure Analytics October 2014 - Present
American Clothing Exchange March 2014 - Present
VALIC September 2013 - November 2014
Merrill Lynch October 2011 - July 2013
Morgan Stanley Smith Barney May 2010 - August 2010
Riemer Insurance Group May 2008 - July 2008
Shevlin & Atkins April 2007 - June 2007
Skills
Business Strategy, New Business Development, Operations Management, Bilingual-Spanish, Marketing, Finance, Wealth Management, Financial Advisory, CRM, Insurance, Social Networking, Management, Strategic Financial..., Event Planning, Microsoft Office, Sales, Investments, Financial Planning, Spanish
Education
University of Florida - Warrington College Of Business 2007 — 2011
BSBA, Business/Finance
Miami Country Day School 2003 — 2007
High School
Carlos A. Ramón Carlos A. Ramón's VALIC Experience September 2012 - Present
Job Associate Director, Digital Strategy at VALIC
Industry Marketing and Advertising
Experience
VALIC September 2012 - Present
Idea June 2008 - September 2012
Idea October 2006 - June 2008
Idea September 2004 - October 2006
Hewlett-Packard August 2000 - December 2005
Idea July 2003 - September 2004
Adea August 2000 - July 2001
Skills
CMS, jQuery, XHTML, JavaScript, SEO, XML, PHP, CSS, MySQL, SharePoint, Mobile Applications, Mobile Technology, Web Analytics, Google Analytics, E-commerce, User Interface, Web Design, Content Management, iOS, Mobile Marketing, Web Development, Agile Methodologies, ASP, Android, HTML 5, User Experience, User Interface Design, Mobile Devices, Web 2.0, Digital Strategy, Flash, ExpressionEngine, Mobile Design, Mobile Internet, Microsoft Office, Digital Marketing, Accessibility, Information Architecture, Ruby, Web Project Management, Web Applications, Usability, ActionScript, AJAX, Wordpress, Tridion, Mobile Advertising, Cognos, Omniture, Axure
Education
University of Houston-Downtown 1996 — 2003
BBA, Computer Information Systems
MacArthur HS 1992 — 1996
VALIC September 2012 - Present
Idea June 2008 - September 2012
Idea October 2006 - June 2008
Idea September 2004 - October 2006
Hewlett-Packard August 2000 - December 2005
Idea July 2003 - September 2004
Adea August 2000 - July 2001
Skills
CMS, jQuery, XHTML, JavaScript, SEO, XML, PHP, CSS, MySQL, SharePoint, Mobile Applications, Mobile Technology, Web Analytics, Google Analytics, E-commerce, User Interface, Web Design, Content Management, iOS, Mobile Marketing, Web Development, Agile Methodologies, ASP, Android, HTML 5, User Experience, User Interface Design, Mobile Devices, Web 2.0, Digital Strategy, Flash, ExpressionEngine, Mobile Design, Mobile Internet, Microsoft Office, Digital Marketing, Accessibility, Information Architecture, Ruby, Web Project Management, Web Applications, Usability, ActionScript, AJAX, Wordpress, Tridion, Mobile Advertising, Cognos, Omniture, Axure
Education
University of Houston-Downtown 1996 — 2003
BBA, Computer Information Systems
MacArthur HS 1992 — 1996
Edwin Aragon Edwin Aragon's VALIC Experience February 2012 - October 2012
Job Budget & Financial Reporting Analyst at Academy Sports + Outdoors
Industry Financial Services
Experience
Academy Sports + Outdoors September 2013 - Present
JMFA November 2012 - Present
Valic February 2012 - October 2012
Litton Loan Servicing LP January 2009 - September 2011
MedAR October 2007 - June 2008
Skills
Mortgage Servicing, Mortgage Lending, Loan Servicing, Process Improvement, Microsoft Excel, Outlook, Microsoft Office, Spreadsheets, Data Entry, Microsoft Word, Software Documentation, Adobe Acrobat, PowerPoint, Database Administration, Team Building, Project Coordination, Policy Writing, Business Process..., System Testing, Management, Banking
Education
University of Phoenix 2009 — 2011
Master's, Business Management and Administration
University of Houston 2004 — 2006
Bachelors, Political Science
Academy Sports + Outdoors September 2013 - Present
JMFA November 2012 - Present
Valic February 2012 - October 2012
Litton Loan Servicing LP January 2009 - September 2011
MedAR October 2007 - June 2008
Skills
Mortgage Servicing, Mortgage Lending, Loan Servicing, Process Improvement, Microsoft Excel, Outlook, Microsoft Office, Spreadsheets, Data Entry, Microsoft Word, Software Documentation, Adobe Acrobat, PowerPoint, Database Administration, Team Building, Project Coordination, Policy Writing, Business Process..., System Testing, Management, Banking
Education
University of Phoenix 2009 — 2011
Master's, Business Management and Administration
University of Houston 2004 — 2006
Bachelors, Political Science
Ashley Price's VALIC Experience March 2013 - March 2014
Job Marketing Education at ORS (Formerly known as Organic Root Stimulator)
Industry Marketing and Advertising
Experience
Namaste Laboratories, LLC May 2015 - Present
VALIC March 2013 - March 2014
Kumbuya February 2012 - November 2012
The Dusable Museum of African American History July 2011 - August 2011
Mission Outreach August 2010 - January 2011
Skills
Blogging, Social Media Marketing, Copywriting, Direct Mail, Lead Generation, Marketing Strategy, Social Media, Event Planning, Email Marketing, Public Relations, Marketing, Social Networking, Management, Sales, Data Entry, Databases, Fundraising, Work Orders, Advertising
Education
University of Illinois 2007 — 2011
Bachelors, Business Administration
University of Illinois Springfield 2007 — 2011
B.B.A., Business Administration
Namaste Laboratories, LLC May 2015 - Present
VALIC March 2013 - March 2014
Kumbuya February 2012 - November 2012
The Dusable Museum of African American History July 2011 - August 2011
Mission Outreach August 2010 - January 2011
Skills
Blogging, Social Media Marketing, Copywriting, Direct Mail, Lead Generation, Marketing Strategy, Social Media, Event Planning, Email Marketing, Public Relations, Marketing, Social Networking, Management, Sales, Data Entry, Databases, Fundraising, Work Orders, Advertising
Education
University of Illinois 2007 — 2011
Bachelors, Business Administration
University of Illinois Springfield 2007 — 2011
B.B.A., Business Administration
Bill Capodagli Bill Capodagli's VALIC Experience January 2015 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2015 - Present
State Farm May 2013 - Present
Wells Fargo Advisors March 2012 - May 2013
J.P. Morgan March 2010 - February 2012
PNC 2009 - 2010
Charles Schwab February 1999 - August 2009
Skills
Retirement, Mutual Funds, Insurance, Financial Services, Retirement Planning, Financial Advisory, Asset Management, Securities, Wealth Management, Small Business, Risk Management, Portfolio Management, Long-term Care, Banking, Asset Allocation, Sales, Investments, Fixed Annuities, Life Insurance, Leadership, Financial Planning, Financial Risk
Education
University of Illinois at Urbana-Champaign 1989 — 1994
Bachelor of Science (BS), Military History
VALIC January 2015 - Present
State Farm May 2013 - Present
Wells Fargo Advisors March 2012 - May 2013
J.P. Morgan March 2010 - February 2012
PNC 2009 - 2010
Charles Schwab February 1999 - August 2009
Skills
Retirement, Mutual Funds, Insurance, Financial Services, Retirement Planning, Financial Advisory, Asset Management, Securities, Wealth Management, Small Business, Risk Management, Portfolio Management, Long-term Care, Banking, Asset Allocation, Sales, Investments, Fixed Annuities, Life Insurance, Leadership, Financial Planning, Financial Risk
Education
University of Illinois at Urbana-Champaign 1989 — 1994
Bachelor of Science (BS), Military History
Joel Nelson, CFP® Joel Nelson, CFP®'s VALIC Experience May 2000 - May 2010
Job CERTIFIED FINANCIAL PLANNER™ at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC May 2010 - Present
Nelson Financial December 1999 - Present
VALIC May 2000 - May 2010
Sanofi 1996 - 1999
CR Bard 1995 - 1996
Sanofi 1994 - 1995
Sanofi 1991 - 1994
Cargill 1991 - 1991
Cargill 1990 - 1991
Lutsen Resort 1985 - 1990
Skills
Retirement Planning, Investments, Financial Advisory, Securities, Retirement, Strategic Financial..., Wealth Management, 401k, Certified Financial..., Investment Advisory, Retirement Plan..., Qualified Retirement..., Small Business, Nonprofits, Insurance, 403 b, 457 Plans, Investment Strategies, Mutual Funds, Leadership, Long-term Care, Estate Planning, Management
Education
University of Minnesota-Duluth 1985 — 1990
Bachelor of Science (BS), Industrial Engineering
CCHS 1981 — 1985
Securities America, Inc. Member FINRA/SIPC May 2010 - Present
Nelson Financial December 1999 - Present
VALIC May 2000 - May 2010
Sanofi 1996 - 1999
CR Bard 1995 - 1996
Sanofi 1994 - 1995
Sanofi 1991 - 1994
Cargill 1991 - 1991
Cargill 1990 - 1991
Lutsen Resort 1985 - 1990
Skills
Retirement Planning, Investments, Financial Advisory, Securities, Retirement, Strategic Financial..., Wealth Management, 401k, Certified Financial..., Investment Advisory, Retirement Plan..., Qualified Retirement..., Small Business, Nonprofits, Insurance, 403 b, 457 Plans, Investment Strategies, Mutual Funds, Leadership, Long-term Care, Estate Planning, Management
Education
University of Minnesota-Duluth 1985 — 1990
Bachelor of Science (BS), Industrial Engineering
CCHS 1981 — 1985
Richard Hinkle Richard Hinkle's VALIC Experience July 1995 - June 1999
Job Retirement Consultant at Prudential Financial
Industry Financial Services
Experience
Prudential Financial November 2008 - February 2014
Nationwide Retirement Solutions July 1999 - June 2008
VALIC July 1995 - June 1999
Skills
Asset Allocation, Mutual Funds, Strategic Financial..., Group Meetings, Public Speaking, Financial Coaching, Financial Education, Retirement Plan..., Retirement Planning, Retirement Income..., Qualified Retirement..., 401k, Investments, Portfolio Management, Fixed Annuities, Life Insurance, Wealth Management, Financial Planning, Financial Services, Insurance, Retirement
Education
University of Baltimore
Associate's Degree, Business Administration and Management, General
Prudential Financial November 2008 - February 2014
Nationwide Retirement Solutions July 1999 - June 2008
VALIC July 1995 - June 1999
Skills
Asset Allocation, Mutual Funds, Strategic Financial..., Group Meetings, Public Speaking, Financial Coaching, Financial Education, Retirement Plan..., Retirement Planning, Retirement Income..., Qualified Retirement..., 401k, Investments, Portfolio Management, Fixed Annuities, Life Insurance, Wealth Management, Financial Planning, Financial Services, Insurance, Retirement
Education
University of Baltimore
Associate's Degree, Business Administration and Management, General
Roland Castano's VALIC Experience March 2011 - January 2012
Job Vice President at Nolan Capital Advisors
Industry Financial Services
Experience
Nolan Capital Advisors January 2012 - Present
VALIC March 2011 - January 2012
Edward D. Jones & Company May 2004 - April 2010
Holiday Diver, Inc September 1998 - May 2004
Hellmann Worldwide Logistics September 1995 - July 1997
Skills
Series 7, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Financial Advisory, Wealth Management, Investments, Strategic Financial..., Estate Planning, Uniform Combined State..., Series 63, IRAs, Series 6, Budgets
Education
University of Central Florida
Bachelor, Business Administration
Nolan Capital Advisors January 2012 - Present
VALIC March 2011 - January 2012
Edward D. Jones & Company May 2004 - April 2010
Holiday Diver, Inc September 1998 - May 2004
Hellmann Worldwide Logistics September 1995 - July 1997
Skills
Series 7, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Financial Advisory, Wealth Management, Investments, Strategic Financial..., Estate Planning, Uniform Combined State..., Series 63, IRAs, Series 6, Budgets
Education
University of Central Florida
Bachelor, Business Administration
Reed Padgett Reed Padgett's VALIC Experience June 2014 - Present
Job Investment Advisor
Industry Financial Services
Experience
VALIC June 2014 - Present
VALIC April 2013 - June 2014
Clear Lake City Community Association May 2009 - February 2013
Lockheed Martin August 2009 - June 2010
Skills
Property Management, Customer Service, Property Management..., Cost Management, Cost Reduction..., Public Speaking, Public Relations, Management, Budgets, Analysis, Leadership, Time Management, Online Marketing, Investments, Training, PowerPoint, Microsoft Word, Social Media, Microsoft Excel
Education
University of Houston 2011 — 2015
Bachelor of Arts (BA), Corporate Communications
VALIC June 2014 - Present
VALIC April 2013 - June 2014
Clear Lake City Community Association May 2009 - February 2013
Lockheed Martin August 2009 - June 2010
Skills
Property Management, Customer Service, Property Management..., Cost Management, Cost Reduction..., Public Speaking, Public Relations, Management, Budgets, Analysis, Leadership, Time Management, Online Marketing, Investments, Training, PowerPoint, Microsoft Word, Social Media, Microsoft Excel
Education
University of Houston 2011 — 2015
Bachelor of Arts (BA), Corporate Communications
Melania McCarley's VALIC Experience June 2013 - July 2014
Job Senior Vice President, Chief Development Officer at Bison Financial Group
Industry Investment Management
Experience
Bison Financial Group August 2014 - Present
VALIC June 2013 - July 2014
American Beacon Advisors March 2010 - March 2013
King Investment Advisros, Inc. August 2007 - December 2008
Invesco Ltd. March 1998 - May 2007
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Securities, Asset Managment, Investment Management, Equities, Fixed Income, Hedge Funds, Separately Managed..., FINRA, Series 6, 401k, Life & Health Insurance...
Education
University of St. Thomas (TX) 2005 — 2007
Graduate, Masters International Business
University of Houston 1993 — 1997
BS, Economics minor in Spanish
Bison Financial Group August 2014 - Present
VALIC June 2013 - July 2014
American Beacon Advisors March 2010 - March 2013
King Investment Advisros, Inc. August 2007 - December 2008
Invesco Ltd. March 1998 - May 2007
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Securities, Asset Managment, Investment Management, Equities, Fixed Income, Hedge Funds, Separately Managed..., FINRA, Series 6, 401k, Life & Health Insurance...
Education
University of St. Thomas (TX) 2005 — 2007
Graduate, Masters International Business
University of Houston 1993 — 1997
BS, Economics minor in Spanish
Richard Becker Richard Becker's VALIC Experience May 2010 - May 2014
Job General Partner at Texas Infinite Wealth Planners
Industry Financial Services
Experience
Texas Infinite Wealth Planners May 2014 - Present
VALIC May 2010 - May 2014
Waddell & Reed July 2008 - May 2010
www.competeforloans.com February 2001 - May 2010
US Profit Associates January 2000 - May 2010
Profit Systems International December 1999 - July 2000
International Profit Associates February 1998 - March 2000
Chas P Young April 1997 - February 1998
Prudential Securities September 1995 - March 1997
Japanese Ministries of Home Affairs, Foreign Affairs and Education July 1989 - August 1995
Skills
Strategic Financial..., Start-ups, Finance, Financial Analysis, Entrepreneurship, Business Planning, Portfolio Management, Customer Service, Small Business, Online Advertising, Budgets, Management, Marketing Strategy, Retirement Planning, Strategic Planning, Direct Marketing, New Business Development, Business Strategy, Public Speaking, CRM, Insurance, Management Consulting, Sales Management, Team Building, Due Diligence, Analysis, Leadership, Mortgage Lending, B2B, Mutual Funds, Forecasting, Online Marketing, Coaching, Business Analysis, Valuation, Program Management, Accounting, Retirement, Investments, Sales, Series 7, Equities, Loans, Asset Allocation, Estate Planning, Mergers, Financial Planning, Business Management, Customer Relations, Budgeting
Education
University of Colorado Boulder 1990 — 1992
MA
University of Colorado Boulder 1985 — 1989
BA
Texas Infinite Wealth Planners May 2014 - Present
VALIC May 2010 - May 2014
Waddell & Reed July 2008 - May 2010
www.competeforloans.com February 2001 - May 2010
US Profit Associates January 2000 - May 2010
Profit Systems International December 1999 - July 2000
International Profit Associates February 1998 - March 2000
Chas P Young April 1997 - February 1998
Prudential Securities September 1995 - March 1997
Japanese Ministries of Home Affairs, Foreign Affairs and Education July 1989 - August 1995
Skills
Strategic Financial..., Start-ups, Finance, Financial Analysis, Entrepreneurship, Business Planning, Portfolio Management, Customer Service, Small Business, Online Advertising, Budgets, Management, Marketing Strategy, Retirement Planning, Strategic Planning, Direct Marketing, New Business Development, Business Strategy, Public Speaking, CRM, Insurance, Management Consulting, Sales Management, Team Building, Due Diligence, Analysis, Leadership, Mortgage Lending, B2B, Mutual Funds, Forecasting, Online Marketing, Coaching, Business Analysis, Valuation, Program Management, Accounting, Retirement, Investments, Sales, Series 7, Equities, Loans, Asset Allocation, Estate Planning, Mergers, Financial Planning, Business Management, Customer Relations, Budgeting
Education
University of Colorado Boulder 1990 — 1992
MA
University of Colorado Boulder 1985 — 1989
BA
Ron Basu's VALIC Experience January 2013 - June 2014
Job Senior Financial Analyst at AIG
Industry Financial Services
Experience
AIG June 2014 - Present
VALIC January 2013 - June 2014
VALIC March 2008 - January 2013
Skills
Cross-functional Team..., Reporting & Analysis, Project Management, Operations Management, Customer Service, Data Analysis, Training, Hiring, Marketing Communications, Microsoft Excel, Coaching, Microsoft Office, Business Analysis, System Administration, Team Leadership, Photoshop, HTML, Web Design, Website Development, Email Marketing, Office Equipment, Technical Support, Strategic Planning, Advertising, Social Networking, Sales, Technology, Reports, Leadership, Management, Analysis
Education
University of Illinois at Urbana-Champaign 2002 — 2007
Bachelor of Science (B.S.), Psychology
AIG June 2014 - Present
VALIC January 2013 - June 2014
VALIC March 2008 - January 2013
Skills
Cross-functional Team..., Reporting & Analysis, Project Management, Operations Management, Customer Service, Data Analysis, Training, Hiring, Marketing Communications, Microsoft Excel, Coaching, Microsoft Office, Business Analysis, System Administration, Team Leadership, Photoshop, HTML, Web Design, Website Development, Email Marketing, Office Equipment, Technical Support, Strategic Planning, Advertising, Social Networking, Sales, Technology, Reports, Leadership, Management, Analysis
Education
University of Illinois at Urbana-Champaign 2002 — 2007
Bachelor of Science (B.S.), Psychology
Brad Paz Brad Paz's VALIC Experience 2001 - 2002
Job Helping Your Businesses Manage Healthcare With Technology Built Around Your Company► Benefits & Insurance Consultant
Industry Insurance
Experience
HR Solutions Colorado July 2014 - Present
Colorado Professionals Insurance 2009 - Present
MyCompanyAccess.com, LLC 2010 - September 2015
Alliance Insurance Services, Inc. October 2002 - December 2013
VALIC 2001 - 2002
Merrill Lynch 1997 - 2001
Skills
Health Insurance, Employee Benefits, Long-term Care, Term Life Insurance, Sales, Business Development, Whole Life, Homeowners, Small Business, Executive Management, Commercial Insurance, Brokers, Casualty, General Insurance, Strategic Planning, Property & Casualty..., Disability Insurance, 401k, Workers Compensation, Medicare, Underwriting, Commercial Lines, IRAs, Healthcare Information..., Long Term Care Insurance, Consulting, Healthcare, Umbrella Insurance, Auto, Fixed Annuities, Finance, Professional Liability, Liability, Legal Liability, Critical Illness, Healthcare Consulting, Benefits Management, Healthcare Reform, Insurance Brokerage, Home Insurance, Auto Insurance, Healthcare Management, Life Insurance, Insurance, Insurance Consulting, Strategic Communications, Health Communication, Technology Management, Educational Technology, Information Technology
Education
University of Denver 1994 — 1996
B.S.
Western Nebraska Community College 1993 — 1994
Associates
HR Solutions Colorado July 2014 - Present
Colorado Professionals Insurance 2009 - Present
MyCompanyAccess.com, LLC 2010 - September 2015
Alliance Insurance Services, Inc. October 2002 - December 2013
VALIC 2001 - 2002
Merrill Lynch 1997 - 2001
Skills
Health Insurance, Employee Benefits, Long-term Care, Term Life Insurance, Sales, Business Development, Whole Life, Homeowners, Small Business, Executive Management, Commercial Insurance, Brokers, Casualty, General Insurance, Strategic Planning, Property & Casualty..., Disability Insurance, 401k, Workers Compensation, Medicare, Underwriting, Commercial Lines, IRAs, Healthcare Information..., Long Term Care Insurance, Consulting, Healthcare, Umbrella Insurance, Auto, Fixed Annuities, Finance, Professional Liability, Liability, Legal Liability, Critical Illness, Healthcare Consulting, Benefits Management, Healthcare Reform, Insurance Brokerage, Home Insurance, Auto Insurance, Healthcare Management, Life Insurance, Insurance, Insurance Consulting, Strategic Communications, Health Communication, Technology Management, Educational Technology, Information Technology
Education
University of Denver 1994 — 1996
B.S.
Western Nebraska Community College 1993 — 1994
Associates
Josh Bakker Josh Bakker's VALIC Experience August 2012 - June 2015
Job Associate Financial Advisor & Associate Vice President at Ameriprise Financial Services, Inc. CA LIC # 0I01212
Industry Financial Services
Experience
Coddington & Associates, a Financial Advisory Branch of Ameriprise Financial June 2015 - Present
VALIC August 2012 - June 2015
Prudential Retierment October 2010 - July 2012
Skills
Strategic Financial..., Public Speaking, Retirement, Customer Service, 401k, Finance, Event Planning, Insurance, Leadership, Investments, Microsoft Office, Financial Planning, Retirement Planning
Education
University of Dubuque 2006 — 2009
Bachelor of Science (B.S.), Airline Management & Business
Coddington & Associates, a Financial Advisory Branch of Ameriprise Financial June 2015 - Present
VALIC August 2012 - June 2015
Prudential Retierment October 2010 - July 2012
Skills
Strategic Financial..., Public Speaking, Retirement, Customer Service, 401k, Finance, Event Planning, Insurance, Leadership, Investments, Microsoft Office, Financial Planning, Retirement Planning
Education
University of Dubuque 2006 — 2009
Bachelor of Science (B.S.), Airline Management & Business
Amy Ramirez's VALIC Experience June 2012 - March 2013
Job Pricing Analyst at RTI International
Industry Research
Experience
RTI International December 2014 - Present
Bartlett Reserve April 2013 - December 2014
VALIC June 2012 - March 2013
Vacation Village at Parkway March 2011 - May 2012
Warren W. Willis United Methodist Camp June 2009 - December 2011
Skills
Strategic Pricing, Proposal Budgets, Finance, Event Planning, Marketing, Customer Service, Leadership, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Business Networking, Hospitality, Hiring Practices, Tourism, Facebook, Resorts
Education
University of Central Florida 2008 — 2012
B.S., Hospitality Management
RTI International December 2014 - Present
Bartlett Reserve April 2013 - December 2014
VALIC June 2012 - March 2013
Vacation Village at Parkway March 2011 - May 2012
Warren W. Willis United Methodist Camp June 2009 - December 2011
Skills
Strategic Pricing, Proposal Budgets, Finance, Event Planning, Marketing, Customer Service, Leadership, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Business Networking, Hospitality, Hiring Practices, Tourism, Facebook, Resorts
Education
University of Central Florida 2008 — 2012
B.S., Hospitality Management
Robert Cocheu Robert Cocheu's VALIC Experience December 2000 - Present
Job Employee Development Specialist at VALIC
Industry Financial Services
Experience
VALIC December 2000 - Present
MONY Financial Group November 1998 - November 2000
Skills
Outlook, Public Speaking, Access, Microsoft Office, Customer Service, Windows, Research, Budgets, SharePoint Designer, Curriculum Design, Training Delivery, Coaching, Business Analysis, Business Process..., Technical Writing, Learning Management..., Qualified Retirement..., 403 b, Project Planning, Project Management, Leadership, Insurance, Team Building, Team Leadership, Process Improvement, Management
Education
University of Houston 1984 — 1988
Bachelor of Science (B.S.), Psychology
VALIC December 2000 - Present
MONY Financial Group November 1998 - November 2000
Skills
Outlook, Public Speaking, Access, Microsoft Office, Customer Service, Windows, Research, Budgets, SharePoint Designer, Curriculum Design, Training Delivery, Coaching, Business Analysis, Business Process..., Technical Writing, Learning Management..., Qualified Retirement..., 403 b, Project Planning, Project Management, Leadership, Insurance, Team Building, Team Leadership, Process Improvement, Management
Education
University of Houston 1984 — 1988
Bachelor of Science (B.S.), Psychology
David Bavero's VALIC Experience February 2010 - May 2012
Job Managing Director at Planto Roe Financial Services
Industry Financial Services
Experience
Planto Roe Financial Services May 2012 - Present
VALIC February 2010 - May 2012
MetLife 1999 - 2010
Education
University of Minnesota-Twin Cities 1986 — 1991
Bachelor of Science
Planto Roe Financial Services May 2012 - Present
VALIC February 2010 - May 2012
MetLife 1999 - 2010
Education
University of Minnesota-Twin Cities 1986 — 1991
Bachelor of Science
Dominick Bencivengo Dominick Bencivengo's VALIC Experience March 2008 - Present
Job associate relationship manager at AIG
Industry Financial Services
Experience
AIG March 2008 - Present
VALIC March 2008 - Present
AIG March 2008 - Present
Leukemia & Lymphoma Society 2006 - 2009
Invesco Aim January 2000 - March 2008
AIM Management Group, Inc March 2007 - February 2008
AIM Management Group, Inc March 2007 - February 2008
AIM June 2004 - March 2007
AIM Mutual Funds June 2004 - March 2007
AIM Investments January 2000 - June 2004
Skills
Portfolio Management, Insurance, Wealth Management, Relationship Management, Asset Managment, Risk Management, Asset Allocation, Asset Management, Business Planning, Management, Strategy, Marketing, Securities, Retirement Planning, Financial Services, Investments
Education
University of Houston 1995 — 1999
Corporate communications & History
University of Houston
Bachelor of Arts, History
University of Houston
Bachelor of Arts, History
AIG March 2008 - Present
VALIC March 2008 - Present
AIG March 2008 - Present
Leukemia & Lymphoma Society 2006 - 2009
Invesco Aim January 2000 - March 2008
AIM Management Group, Inc March 2007 - February 2008
AIM Management Group, Inc March 2007 - February 2008
AIM June 2004 - March 2007
AIM Mutual Funds June 2004 - March 2007
AIM Investments January 2000 - June 2004
Skills
Portfolio Management, Insurance, Wealth Management, Relationship Management, Asset Managment, Risk Management, Asset Allocation, Asset Management, Business Planning, Management, Strategy, Marketing, Securities, Retirement Planning, Financial Services, Investments
Education
University of Houston 1995 — 1999
Corporate communications & History
University of Houston
Bachelor of Arts, History
University of Houston
Bachelor of Arts, History
Edna Bian Edna Bian's VALIC Experience August 2007 - July 2012
Job Senior Financial Analyst at Bimbo Bakeries USA
Industry Financial Services
Experience
Bimbo Bakeries USA June 2014 - Present
Pactiv July 2012 - May 2014
VALIC August 2007 - July 2012
AIG/American General Enterprise Services September 2003 - March 2007
KPMG LLP November 2001 - August 2003
Skills
PeopleSoft CRM, SAP, SharePoint, Accounting, Payroll, Financial Analysis, Financial Reporting, Access, SAP BPC, Essbase, Account Reconciliation, MS Excel Pivot Tables, Finance, PeopleSoft, Internal Controls, Budgets, Sarbanes-Oxley Act, Forecasting, Analysis
Education
University of St. Thomas 2010 — 2011
MBA, International Business
University of Houston 1995 — 2001
Bachelors, Finance
Bimbo Bakeries USA June 2014 - Present
Pactiv July 2012 - May 2014
VALIC August 2007 - July 2012
AIG/American General Enterprise Services September 2003 - March 2007
KPMG LLP November 2001 - August 2003
Skills
PeopleSoft CRM, SAP, SharePoint, Accounting, Payroll, Financial Analysis, Financial Reporting, Access, SAP BPC, Essbase, Account Reconciliation, MS Excel Pivot Tables, Finance, PeopleSoft, Internal Controls, Budgets, Sarbanes-Oxley Act, Forecasting, Analysis
Education
University of St. Thomas 2010 — 2011
MBA, International Business
University of Houston 1995 — 2001
Bachelors, Finance
Marla (Muzzy) Stevens Marla (Muzzy) Stevens's VALIC Experience September 2013 - Present
Job VALIC
Industry Financial Services
Experience
VALIC September 2013 - Present
MetLife March 2010 - October 2012
Horace Mann Insurance Company March 2004 - March 2010
Horace Mann December 1995 - March 2004
Skills
Fixed Annuities, Series 6, Disability Insurance, Life Insurance, Term Life Insurance, Insurance, Property & Casualty..., Long-term Care, IRAs, Retirement Planning, Retirement, Health Insurance
Education
University of Maine 1977 — 1981
BA, MBA, Business
VALIC September 2013 - Present
MetLife March 2010 - October 2012
Horace Mann Insurance Company March 2004 - March 2010
Horace Mann December 1995 - March 2004
Skills
Fixed Annuities, Series 6, Disability Insurance, Life Insurance, Term Life Insurance, Insurance, Property & Casualty..., Long-term Care, IRAs, Retirement Planning, Retirement, Health Insurance
Education
University of Maine 1977 — 1981
BA, MBA, Business
Morgan Baum Morgan Baum's VALIC Experience February 2013 - July 2014
Job Graduate Assistant at University of South Florida College of Business
Industry Higher Education
Experience
University of South Florida August 2014 - Present
The University of Tampa September 2015 - Present
Paper Source August 2015 - Present
VALIC February 2013 - July 2014
All She Wrote Custom Stationery and Gifts May 2013 - June 2014
VALIC December 2012 - February 2013
VALIC September 2011 - January 2013
Hilton Bonnet Creek November 2010 - August 2011
University of Central Florida August 2009 - August 2010
Skills
Event Planning, Facebook, Marketing, Social Networking, Event Management, Customer Service, Social Media, Hospitality, PowerPoint, Time Management, Social Media Marketing
Education
University of South Florida 2014 — 2016
Master's Degree, College Student Affairs
University of Central Florida 2007 — 2011
Event Management, Hospitality
University of South Florida August 2014 - Present
The University of Tampa September 2015 - Present
Paper Source August 2015 - Present
VALIC February 2013 - July 2014
All She Wrote Custom Stationery and Gifts May 2013 - June 2014
VALIC December 2012 - February 2013
VALIC September 2011 - January 2013
Hilton Bonnet Creek November 2010 - August 2011
University of Central Florida August 2009 - August 2010
Skills
Event Planning, Facebook, Marketing, Social Networking, Event Management, Customer Service, Social Media, Hospitality, PowerPoint, Time Management, Social Media Marketing
Education
University of South Florida 2014 — 2016
Master's Degree, College Student Affairs
University of Central Florida 2007 — 2011
Event Management, Hospitality
Nick Bazarevitsch Nick Bazarevitsch's VALIC Experience 2013 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC 2013 - Present
Genworth Financial 2010 - 2012
SunAmerica Financial Group 1997 - 2009
Skills
Relationship Management, Investment Advisory, Asset Allocation, Securities, Wealth Management, Mutual Funds, Retirement Planning, Investments, Financial Services, Series 7, Series 63, FINRA, Variable Annuities, Life Insurance, Uniform Combined State..., Series 66, Series 26
Education
University of California, Los Angeles
Bachelor's Degree, Economics
VALIC 2013 - Present
Genworth Financial 2010 - 2012
SunAmerica Financial Group 1997 - 2009
Skills
Relationship Management, Investment Advisory, Asset Allocation, Securities, Wealth Management, Mutual Funds, Retirement Planning, Investments, Financial Services, Series 7, Series 63, FINRA, Variable Annuities, Life Insurance, Uniform Combined State..., Series 66, Series 26
Education
University of California, Los Angeles
Bachelor's Degree, Economics
Joe Kleine-Kracht's VALIC Experience September 2004 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC September 2004 - Present
Waddell & Reed December 1997 - September 2004
Skills
Retirement Planning, Retirement Income..., Estate Planning, Financial Planning, Retirement Plans, Strategic Financial..., Retirement, Asset Management, Series 7, Management, Financial Analysis, Asset Allocation, Finance, Investment Advisory, Mutual Funds, Wealth Management, Investment Strategies, Financial Advisory, IRAs
Education
University of Louisville 1986 — 1987
Master of Engineering (MEng), Industrial Engineering
University of Louisville 1981 — 1986
Bachelor of Engineering (B.Eng.), Industrial Engineering
St. Xavier HS
VALIC September 2004 - Present
Waddell & Reed December 1997 - September 2004
Skills
Retirement Planning, Retirement Income..., Estate Planning, Financial Planning, Retirement Plans, Strategic Financial..., Retirement, Asset Management, Series 7, Management, Financial Analysis, Asset Allocation, Finance, Investment Advisory, Mutual Funds, Wealth Management, Investment Strategies, Financial Advisory, IRAs
Education
University of Louisville 1986 — 1987
Master of Engineering (MEng), Industrial Engineering
University of Louisville 1981 — 1986
Bachelor of Engineering (B.Eng.), Industrial Engineering
St. Xavier HS
Ralph Redpath Ralph Redpath's VALIC Experience 2000 - 2001
Job Agent at Trout Insurance
Industry Insurance
Experience
Trout Insurance 2010 - Present
VALIC 2000 - 2001
Prudential Financial 1997 - 2000
Skills
Insurance, Property & Casualty...
Education
University of California, Berkeley 1962 — 1967
Bachelor of Arts (B.A.), History
Trout Insurance 2010 - Present
VALIC 2000 - 2001
Prudential Financial 1997 - 2000
Skills
Insurance, Property & Casualty...
Education
University of California, Berkeley 1962 — 1967
Bachelor of Arts (B.A.), History
Michael J. Murdock, MBA, JD Michael J. Murdock, MBA, JD's VALIC Experience January 2009 - June 2011
Job Regional Recruiting Director at Ameriprise
Industry Financial Services
Experience
Ameriprise January 2013 - Present
Ameriprise January 2013 - Present
NFP Advisor Services Group June 2011 - January 2013
VALIC January 2009 - June 2011
Lincoln Financial Group December 2007 - December 2008
LPL Financial 2003 - 2007
Skills
Securities, Life Insurance, New Business Development, Business Relationship..., Salesforce.com, Series 7, Series 24, series 66, series 51, Recruiting, Practice Management, Strategic Prospecting, Asset Managment, Wealth Management, Financial Services, Investments, 401k, Brokers, RIA Registered..., Uniform Combined State..., Retirement Planning, Asset Management
Education
Western Michigan University Cooley Law School 2010 — 2015
Doctor of Law (JD)
University of Indianapolis - School of Business 1997 — 2001
MBA, Business
University of Tennessee-Knoxville 1988 — 1993
North Central High School 1984 — 1988
tmcls
Ameriprise January 2013 - Present
Ameriprise January 2013 - Present
NFP Advisor Services Group June 2011 - January 2013
VALIC January 2009 - June 2011
Lincoln Financial Group December 2007 - December 2008
LPL Financial 2003 - 2007
Skills
Securities, Life Insurance, New Business Development, Business Relationship..., Salesforce.com, Series 7, Series 24, series 66, series 51, Recruiting, Practice Management, Strategic Prospecting, Asset Managment, Wealth Management, Financial Services, Investments, 401k, Brokers, RIA Registered..., Uniform Combined State..., Retirement Planning, Asset Management
Education
Western Michigan University Cooley Law School 2010 — 2015
Doctor of Law (JD)
University of Indianapolis - School of Business 1997 — 2001
MBA, Business
University of Tennessee-Knoxville 1988 — 1993
North Central High School 1984 — 1988
tmcls
Donna Yeagle, PHR Donna Yeagle, PHR's VALIC Experience May 2006 - June 2010
Job Employee Benefits Specialist Active Listener • Critical Thinker • Problem Solver, donnayeagle@yahoo.com
Industry Human Resources
Experience
Maryland Department of Labor, Professional Outplacement Assistance Center July 2013 - Present
Global Communities (formerly CHF International) July 2010 - November 2012
VALIC May 2006 - June 2010
University of Maryland, Baltimore August 2000 - April 2006
Skills
Human Resources, Employee Benefits, Policy Analysis, Event Planning, Employee Relations, Meeting Planning, Nonprofits, Employee Training, Internal Communications, FMLA, Customer Service, Onboarding, Retirement, Program Management, Process Improvement, Pensions, New Hire Orientations, Benefits Administration, Workers Compensation, Analysis, Compliance, HRIS, Workshop Facilitation, Communication, Policy, HR Policies, Organizational..., Deferred Compensation, 401k
Education
University of Maryland University College 2013 — 2013
Bachelor of Science (BS), Human Resource Management
Maryland Department of Labor, Professional Outplacement Assistance Center July 2013 - Present
Global Communities (formerly CHF International) July 2010 - November 2012
VALIC May 2006 - June 2010
University of Maryland, Baltimore August 2000 - April 2006
Skills
Human Resources, Employee Benefits, Policy Analysis, Event Planning, Employee Relations, Meeting Planning, Nonprofits, Employee Training, Internal Communications, FMLA, Customer Service, Onboarding, Retirement, Program Management, Process Improvement, Pensions, New Hire Orientations, Benefits Administration, Workers Compensation, Analysis, Compliance, HRIS, Workshop Facilitation, Communication, Policy, HR Policies, Organizational..., Deferred Compensation, 401k
Education
University of Maryland University College 2013 — 2013
Bachelor of Science (BS), Human Resource Management
Kim Nordin Kim Nordin's VALIC Experience May 1984 - December 1987
Job Selfemployed SAP Functional Analyst
Industry Information Technology and Services
Experience
Self-Employed May 2013 - Present
Hitachi Consulting March 2012 - May 2013
Riviana Foods (division of Ebro North America) June 1997 - February 2012
Sysco Foods 1991 - 1996
American Parts Systems (APS - Big "A" Auto Parts) January 1987 - April 1991
VALIC May 1984 - December 1987
Galveston-Houston Company January 1981 - February 1984
Skills
SAP, ERP, Business Analysis, SAP ERP, Oracle, Project Management, Process Improvement, SAP Implementation
Education
University of Houston
Computer Science
Self-Employed May 2013 - Present
Hitachi Consulting March 2012 - May 2013
Riviana Foods (division of Ebro North America) June 1997 - February 2012
Sysco Foods 1991 - 1996
American Parts Systems (APS - Big "A" Auto Parts) January 1987 - April 1991
VALIC May 1984 - December 1987
Galveston-Houston Company January 1981 - February 1984
Skills
SAP, ERP, Business Analysis, SAP ERP, Oracle, Project Management, Process Improvement, SAP Implementation
Education
University of Houston
Computer Science
Joyce Bilski Joyce Bilski's VALIC Experience February 1975 - Present
Job Director, Client communications at AIG
Industry Financial Services
Experience
VALIC February 1975 - Present
Skills
Fixed Annuities, Public Speaking, Series 7, Insurance, Retirement Planning, Process Improvement, Mutual Funds, Microsoft Excel
Education
University of Houston
VALIC February 1975 - Present
Skills
Fixed Annuities, Public Speaking, Series 7, Insurance, Retirement Planning, Process Improvement, Mutual Funds, Microsoft Excel
Education
University of Houston
Darryl Ford Darryl Ford's VALIC Experience 1990 - 2010
Job Benefits Advisor at Aon
Industry Financial Services
Experience
Aon May 2014 - Present
Aerotek August 2013 - April 2014
MD Digital Technology May 2013 - August 2013
Apostolic Firehouse 2010 - April 2013
VALIC 1990 - 2010
Skills
Team Leadership, Team Building, Coaching, Business Relationship..., Employee Communication, Lockbox Operations, Cash Management, Operations Management, Banking Operations, Banking Relationships, Change Management, Project Management, Project Implementation, Process Development, Process Improvement, Process Engineering, Integration, Talent Management, Recruiting, Organizational..., Performance Management, Internal Communications, Core Banking, Process Simulation, Customer Service, Management, Leadership, Human Resources, Sales
Education
Drake Beam Morin
University of Houston 1978 — 1980
Aon May 2014 - Present
Aerotek August 2013 - April 2014
MD Digital Technology May 2013 - August 2013
Apostolic Firehouse 2010 - April 2013
VALIC 1990 - 2010
Skills
Team Leadership, Team Building, Coaching, Business Relationship..., Employee Communication, Lockbox Operations, Cash Management, Operations Management, Banking Operations, Banking Relationships, Change Management, Project Management, Project Implementation, Process Development, Process Improvement, Process Engineering, Integration, Talent Management, Recruiting, Organizational..., Performance Management, Internal Communications, Core Banking, Process Simulation, Customer Service, Management, Leadership, Human Resources, Sales
Education
Drake Beam Morin
University of Houston 1978 — 1980
Dennis Cantrell Dennis Cantrell's VALIC Experience 1984 - 1988
Job IT Manager / Chief Programmer at Gadsden Police Department
Industry Information Technology and Services
Experience
Gadsden Police Department July 2010 - Present
Centris March 2010 - July 2010
Riverview Regional July 2002 - January 2009
Vaughan Regional 1999 - 2001
American Candy 1992 - 1999
Laitram 1988 - 1992
VALIC 1984 - 1988
Variable Annuity Life 1984 - 1988
Skills
Healthcare, Manufacturing, Financial Services, Business Intelligence, Windows, Project Management, Program Management, Analysis, Change Management, Management Consulting, Business Analysis, Project Planning, Process Improvement, Security, System Administration, Customer Service
Education
University of Houston-Clear Lake 1982 — 1984
BS, Finance
Gadsden Police Department July 2010 - Present
Centris March 2010 - July 2010
Riverview Regional July 2002 - January 2009
Vaughan Regional 1999 - 2001
American Candy 1992 - 1999
Laitram 1988 - 1992
VALIC 1984 - 1988
Variable Annuity Life 1984 - 1988
Skills
Healthcare, Manufacturing, Financial Services, Business Intelligence, Windows, Project Management, Program Management, Analysis, Change Management, Management Consulting, Business Analysis, Project Planning, Process Improvement, Security, System Administration, Customer Service
Education
University of Houston-Clear Lake 1982 — 1984
BS, Finance
Gabe Oxios Gabe Oxios's VALIC Experience February 2012 - Present
Job Financial Advisor @ VALIC
Industry Financial Services
Experience
VALIC February 2012 - Present
Wells Fargo December 2007 - July 2011
Skills
401k, Account Management, Asset Allocation, Asset Management, Fixed Income, Investment Strategies, Mutual Funds, Portfolio Management, Retirement, Risk Management, Series 7, Series 63, Strategic Financial..., Wealth Management
Education
University of Central Florida - College of Business Administration 2003 — 2007
Management, Entrepreneurship
VALIC February 2012 - Present
Wells Fargo December 2007 - July 2011
Skills
401k, Account Management, Asset Allocation, Asset Management, Fixed Income, Investment Strategies, Mutual Funds, Portfolio Management, Retirement, Risk Management, Series 7, Series 63, Strategic Financial..., Wealth Management
Education
University of Central Florida - College of Business Administration 2003 — 2007
Management, Entrepreneurship
Dan Bull Dan Bull's VALIC Experience February 2010 - January 2013
Job Field Sales at Sanofi
Industry Pharmaceuticals
Experience
Sanofi February 2015 - Present
Turning Point Benefit Group, Inc. January 2013 - January 2015
VALIC February 2010 - January 2013
Rockhopper Contracting January 2009 - 2011
Schering-Plough January 2005 - August 2008
Bayer 2001 - 2004
Black & Decker January 2000 - January 2001
Skills
Retirement Planning, Income Replacement, Wealth Management, Mutual Funds, Roth IRA, 401(k), Retirement Savings, Risk Management, Alternative Investments, Financial Advisory, Investment Strategies, Long-Term Care Insurance, Term Life Insurance, Hold Series 7, Leadership, Seminars, Qualified Retirement..., IRA, Layoffs, Investment Management, ETFs, Series 7, Investments
Education
University of Maryland College Park 1995 — 1999
Business Management
Mount Vernon High School, Alexandria, VA
Sanofi February 2015 - Present
Turning Point Benefit Group, Inc. January 2013 - January 2015
VALIC February 2010 - January 2013
Rockhopper Contracting January 2009 - 2011
Schering-Plough January 2005 - August 2008
Bayer 2001 - 2004
Black & Decker January 2000 - January 2001
Skills
Retirement Planning, Income Replacement, Wealth Management, Mutual Funds, Roth IRA, 401(k), Retirement Savings, Risk Management, Alternative Investments, Financial Advisory, Investment Strategies, Long-Term Care Insurance, Term Life Insurance, Hold Series 7, Leadership, Seminars, Qualified Retirement..., IRA, Layoffs, Investment Management, ETFs, Series 7, Investments
Education
University of Maryland College Park 1995 — 1999
Business Management
Mount Vernon High School, Alexandria, VA
Dale Gallimore Dale Gallimore's VALIC Experience August 2012 - October 2013
Job Financial Professional
Industry Financial Services
Experience
First National Bank Investment Services March 2014 - June 2015
Susquehanna Bank October 2013 - March 2014
VALIC August 2012 - October 2013
BB&T August 2000 - August 2012
Skills
Personal Financial..., Investment Advisory, Investment Strategies, Tax-advantaged..., Trust Services, Business Succession..., Special Needs Planning
Education
University of Maryland College Park
Bachelor of Arts (BA), Government and Politics
First National Bank Investment Services March 2014 - June 2015
Susquehanna Bank October 2013 - March 2014
VALIC August 2012 - October 2013
BB&T August 2000 - August 2012
Skills
Personal Financial..., Investment Advisory, Investment Strategies, Tax-advantaged..., Trust Services, Business Succession..., Special Needs Planning
Education
University of Maryland College Park
Bachelor of Arts (BA), Government and Politics
Daniel Pappas's VALIC Experience June 2003 - July 2012
Job CERTIFIED FINANCIAL PLANNER™ at LPL Financial
Industry Financial Services
Experience
Independent Financial Partners, LPL Financial July 2012 - Present
VALIC June 2003 - July 2012
T. Rowe Price August 1998 - June 2002
Skills
Retirement Planning, Personal Financial..., Investment Advisory, Portfolio Management, Life Insurance, College Education...
Education
University of Central Florida 1993 — 1997
Independent Financial Partners, LPL Financial July 2012 - Present
VALIC June 2003 - July 2012
T. Rowe Price August 1998 - June 2002
Skills
Retirement Planning, Personal Financial..., Investment Advisory, Portfolio Management, Life Insurance, College Education...
Education
University of Central Florida 1993 — 1997
Kevin Nazworth, CFP Kevin Nazworth, CFP's VALIC Experience May 2008 - September 2009
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2009 - Present
VALIC May 2008 - September 2009
VALIC June 1983 - May 2008
Skills
401k, Retirement, IRAs, Series 7, Mutual Funds, Retirement Planning
Education
University of Florida 1977 — 1982
Bachelor of Arts (B.A.), Education-Music
TIAA-CREF October 2009 - Present
VALIC May 2008 - September 2009
VALIC June 1983 - May 2008
Skills
401k, Retirement, IRAs, Series 7, Mutual Funds, Retirement Planning
Education
University of Florida 1977 — 1982
Bachelor of Arts (B.A.), Education-Music
Charles Marino Charles Marino's VALIC Experience November 2012 - Present
Job Retirement Planning Implementation Consultant VALIC
Industry Financial Services
Experience
VALIC November 2012 - Present
Invesco June 2010 - August 2012
Van Kampen Investments September 1997 - June 2010
Van Kampen Investments September 1997 - June 2010
Skills
Outstanding..., FINRA licensed, Issue / Conflict..., Relationship Developer, Financial Calculations, Investments, Mutual Funds, Retirement, 401k, Fixed Income, ETFs, Series 7, Securities, FINRA
Education
University of Houston
Bachelor of Business Administration (BBA), Finance
VALIC November 2012 - Present
Invesco June 2010 - August 2012
Van Kampen Investments September 1997 - June 2010
Van Kampen Investments September 1997 - June 2010
Skills
Outstanding..., FINRA licensed, Issue / Conflict..., Relationship Developer, Financial Calculations, Investments, Mutual Funds, Retirement, 401k, Fixed Income, ETFs, Series 7, Securities, FINRA
Education
University of Houston
Bachelor of Business Administration (BBA), Finance
Flora Yeung Flora Yeung's VALIC Experience October 1997 - July 1998
Job Manager Strategic Sourcing
Industry Transportation/Trucking/Railroad
Experience
BNSF Railway July 2015 - Present
BNSF Railway January 2013 - June 2015
BNSF Railway July 2010 - December 2012
BNSF Railway June 1999 - June 2010
VALIC October 1997 - July 1998
Skills
SAP, Internal Controls, Sarbanes-Oxley Act, Process Improvement, Project Management, Visio, Integration, Risk Assessment, Program Management, IT Audit, Information Security..., Requirements Analysis, SQL
Education
University of Houston-Clear Lake 1996 — 1999
Master of Science, Management Information Systems, Finance
University of Houston 1991 — 1995
Bachelor of Business Administration, Management Information Systems, Finance
BNSF Railway July 2015 - Present
BNSF Railway January 2013 - June 2015
BNSF Railway July 2010 - December 2012
BNSF Railway June 1999 - June 2010
VALIC October 1997 - July 1998
Skills
SAP, Internal Controls, Sarbanes-Oxley Act, Process Improvement, Project Management, Visio, Integration, Risk Assessment, Program Management, IT Audit, Information Security..., Requirements Analysis, SQL
Education
University of Houston-Clear Lake 1996 — 1999
Master of Science, Management Information Systems, Finance
University of Houston 1991 — 1995
Bachelor of Business Administration, Management Information Systems, Finance
Darla Haines Mills Darla Haines Mills's VALIC Experience July 2010 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2010 - Present
Asset Protect One August 2009 - June 2010
Creative Marketing 2008 - 2009
Skills
Series 7, Retirement Planning, Retirement, Investments, Life Insurance, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Uniform Combined State..., IRAs, Securities, Financial Advisory, Strategic Financial..., Investment Strategies, Alternative Investments, Portfolio Management, Financial Planners
Education
University of Denver 1989 — 1992
BA, Communications/Political Science
VALIC July 2010 - Present
Asset Protect One August 2009 - June 2010
Creative Marketing 2008 - 2009
Skills
Series 7, Retirement Planning, Retirement, Investments, Life Insurance, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Uniform Combined State..., IRAs, Securities, Financial Advisory, Strategic Financial..., Investment Strategies, Alternative Investments, Portfolio Management, Financial Planners
Education
University of Denver 1989 — 1992
BA, Communications/Political Science
Jason Greening's VALIC Experience 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC 2014 - Present
* December 2009 - Present
TRM Corporation 1994 - 2005
Skills
Process Improvement, P&L Management, Leadership, Executive Management, Strategic Planning, Sales, Operations Management, New Business Development, Product Marketing, Account Management, Sales Management
Education
University of Birmingham 1992 — 1993
Information Technology
VALIC 2014 - Present
* December 2009 - Present
TRM Corporation 1994 - 2005
Skills
Process Improvement, P&L Management, Leadership, Executive Management, Strategic Planning, Sales, Operations Management, New Business Development, Product Marketing, Account Management, Sales Management
Education
University of Birmingham 1992 — 1993
Information Technology
Chris Carelock's VALIC Experience August 2013 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2013 - Present
Evershore Financial Group February 2013 - July 2013
Citizens Bank 2010 - 2011
Citizens Bank 2010 - 2011
Skills
Wealth Management, Investment Advisory, Estate Planning, Charitable Trusts, Risk Management, Group Benefit Plans, Qualified Retirement..., Financial Strategy, Retirement Preparation, Life Insurance, Disability Insurance, Long Term Care Insurance, 401k, 401k Rollovers, Asset Management, Finance, FINRA, Estate Tax Planning, Employee Benefits, College Savings Plans, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, Health Insurance, High Net Worth..., IRAs, Insurance, Investments, Mortgage Lending, Mutual Funds, Personal Financial..., Portfolio Management, Retirement, Retirement Planning, Securities, Series 6, Series 63, Series 7, Small Business, Strategic Financial..., Wealth, Wealth Accumulation, Wealth Management..., Wealth Preservation..., Asset Allocation, Banking, Loans, Relationship Management
Education
UCF
University of Central Florida
B.S.B.A. Economics
VALIC August 2013 - Present
Evershore Financial Group February 2013 - July 2013
Citizens Bank 2010 - 2011
Citizens Bank 2010 - 2011
Skills
Wealth Management, Investment Advisory, Estate Planning, Charitable Trusts, Risk Management, Group Benefit Plans, Qualified Retirement..., Financial Strategy, Retirement Preparation, Life Insurance, Disability Insurance, Long Term Care Insurance, 401k, 401k Rollovers, Asset Management, Finance, FINRA, Estate Tax Planning, Employee Benefits, College Savings Plans, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, Health Insurance, High Net Worth..., IRAs, Insurance, Investments, Mortgage Lending, Mutual Funds, Personal Financial..., Portfolio Management, Retirement, Retirement Planning, Securities, Series 6, Series 63, Series 7, Small Business, Strategic Financial..., Wealth, Wealth Accumulation, Wealth Management..., Wealth Preservation..., Asset Allocation, Banking, Loans, Relationship Management
Education
UCF
University of Central Florida
B.S.B.A. Economics
Jon Kaplan, MBA Jon Kaplan, MBA's VALIC Experience April 1996 - September 2006
Job Direct Marketing Specialist20 Years of Experience
Industry Marketing and Advertising
Experience
Savvysherpa, Inc. August 2011 - May 2013
MECLABS Leads Group January 2008 - August 2011
AMERIPRISE FINANCIAL INC November 2006 - August 2007
VALIC April 1996 - September 2006
Skills
Training & Development, Email Marketing, Staff Mentoring, Data Analysis, Direct Marketing, Mentoring, Team Leadership, Consumer Behavior, Project Management, Staff Supervision, Customer Relationship..., Marketing Communications, Management of..., Marketing Medical..., Interactive Marketing, Social Media Marketing, Lead Generation, Conducting Interviews, Personnel Recruiting, Coaching Staff, Call Canter Supervision, Computer Software..., Marketing, Management, Sales, Employee Training, Consumer Behaviour, Personnel Selection, Social Media, Leadership, Advertising, CRM, Customer Service, B2B Marketing
Education
University of Saint Thomas - School of Business 2008 — 2011
Masters, Marketing
University of Minnesota - Carlson School of Management 1983 — 1987
Bachelors, Accounting
Savvysherpa, Inc. August 2011 - May 2013
MECLABS Leads Group January 2008 - August 2011
AMERIPRISE FINANCIAL INC November 2006 - August 2007
VALIC April 1996 - September 2006
Skills
Training & Development, Email Marketing, Staff Mentoring, Data Analysis, Direct Marketing, Mentoring, Team Leadership, Consumer Behavior, Project Management, Staff Supervision, Customer Relationship..., Marketing Communications, Management of..., Marketing Medical..., Interactive Marketing, Social Media Marketing, Lead Generation, Conducting Interviews, Personnel Recruiting, Coaching Staff, Call Canter Supervision, Computer Software..., Marketing, Management, Sales, Employee Training, Consumer Behaviour, Personnel Selection, Social Media, Leadership, Advertising, CRM, Customer Service, B2B Marketing
Education
University of Saint Thomas - School of Business 2008 — 2011
Masters, Marketing
University of Minnesota - Carlson School of Management 1983 — 1987
Bachelors, Accounting
Eric Tuscan's VALIC Experience 2000 - 2002
Job VP of Sales Southeast Region
Industry Hospital & Health Care
Experience
Cardiocom - A Division of Medtronic September 2013 - Present
FlagshipHealth I Group September 2012 - Present
NorthEnd Properties, LLC January 2002 - September 2012
VALIC 2000 - 2002
Canadian Tour 1997 - 2000
Skills
Sales Operations, Sales, Customer Service, Strategy, Employee Benefits, Strategic Planning, Insurance, Budgets, Healthcare, Account Management, Medicare
Education
University of Central Florida 1992 — 1997
BS, Business
Cardiocom - A Division of Medtronic September 2013 - Present
FlagshipHealth I Group September 2012 - Present
NorthEnd Properties, LLC January 2002 - September 2012
VALIC 2000 - 2002
Canadian Tour 1997 - 2000
Skills
Sales Operations, Sales, Customer Service, Strategy, Employee Benefits, Strategic Planning, Insurance, Budgets, Healthcare, Account Management, Medicare
Education
University of Central Florida 1992 — 1997
BS, Business
Lucas Perkins Lucas Perkins's VALIC Experience 2011 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC 2011 - Present
Electio Investments February 2011 - September 2011
Rainmaker Securities February 2011 - September 2011
Chase Investment Services Corporation August 2005 - January 2011
Skills
Fixed Income, Asset Allocation, Alternative Investments, Private Equity, Equities, Securities, Investments, Series 7, Asset Managment, Uniform Combined State..., Investment Strategies, Wealth Management..., Retirement, Wealth Management, Valuation, Mutual Funds, Portfolio Management, Retirement Planning, Series 65, Series 63, Investment Advisory, Strategic Financial..., Hedge Funds, 401k, Financial Advisory, IRAs, Estate Planning, Insurance, Financial Markets, Finance, Investment Management, Life Insurance, Bonds, Financial Modeling, Financial Services, Fixed Annuities, Bloomberg, Derivatives, Funding, Loans, Mortgage Lending
Education
University of Iowa 2000 — 2004
Communitcation, Business
VALIC 2011 - Present
Electio Investments February 2011 - September 2011
Rainmaker Securities February 2011 - September 2011
Chase Investment Services Corporation August 2005 - January 2011
Skills
Fixed Income, Asset Allocation, Alternative Investments, Private Equity, Equities, Securities, Investments, Series 7, Asset Managment, Uniform Combined State..., Investment Strategies, Wealth Management..., Retirement, Wealth Management, Valuation, Mutual Funds, Portfolio Management, Retirement Planning, Series 65, Series 63, Investment Advisory, Strategic Financial..., Hedge Funds, 401k, Financial Advisory, IRAs, Estate Planning, Insurance, Financial Markets, Finance, Investment Management, Life Insurance, Bonds, Financial Modeling, Financial Services, Fixed Annuities, Bloomberg, Derivatives, Funding, Loans, Mortgage Lending
Education
University of Iowa 2000 — 2004
Communitcation, Business
Don Quill's VALIC Experience July 1997 - May 2009
Job Vice President National Division at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC May 2009 - Present
VALIC July 1997 - May 2009
Education
University of Central Florida - College of Business Administration 1995 — 1997
Finance
AXA Advisors, LLC May 2009 - Present
VALIC July 1997 - May 2009
Education
University of Central Florida - College of Business Administration 1995 — 1997
Finance
Regina Joseph Regina Joseph's VALIC Experience February 1994 - December 2001
Job President/Founder
Industry Nonprofit Organization Management
Experience
Examinex, Inc. May 2002 - October 2013
VALIC February 1994 - December 2001
Ross & Welch Law Firm January 1985 - January 1994
Skills
Workers Compensation, LexisNexis, Community Outreach, Customer Service, Research, Public Relations, Problem Solving, Employee Relations, Event Planning, Public Speaking, Coaching, Training, Team Building, Marketing, Strategic Planning, Insurance, Social Media, Customer Retention, Leadership, Start-ups, Entrepreneurship, Marketing Strategy, Volunteer Management, Event Management, Social Networking, Small Business, Fundraising, Business Planning, Management, Budgets, Project Planning, Advertising, Nonprofits, Social Media Marketing, Leadership Development, Marketing Communications, New Business Development, Management Consulting, Recruiting, Community Development, Team Leadership, Negotiation, Business Development, Program Management, Organizational..., Strategy, Contract Negotiation, Business Strategy, Sales, Online Marketing
Education
Devry University, Houston 2011 — 2013
Masters, Public Relation
University of Houston 1981 — 1985
BA, Business Administration
Examinex, Inc. May 2002 - October 2013
VALIC February 1994 - December 2001
Ross & Welch Law Firm January 1985 - January 1994
Skills
Workers Compensation, LexisNexis, Community Outreach, Customer Service, Research, Public Relations, Problem Solving, Employee Relations, Event Planning, Public Speaking, Coaching, Training, Team Building, Marketing, Strategic Planning, Insurance, Social Media, Customer Retention, Leadership, Start-ups, Entrepreneurship, Marketing Strategy, Volunteer Management, Event Management, Social Networking, Small Business, Fundraising, Business Planning, Management, Budgets, Project Planning, Advertising, Nonprofits, Social Media Marketing, Leadership Development, Marketing Communications, New Business Development, Management Consulting, Recruiting, Community Development, Team Leadership, Negotiation, Business Development, Program Management, Organizational..., Strategy, Contract Negotiation, Business Strategy, Sales, Online Marketing
Education
Devry University, Houston 2011 — 2013
Masters, Public Relation
University of Houston 1981 — 1985
BA, Business Administration
Daniel Scholl Daniel Scholl's VALIC Experience November 2000 - May 2005
Job Serving others
Industry Financial Services
Experience
Family Services of Greater Houston August 2011 - Present
Alief ISD October 2009 - May 2011
Memorial Drive United Methodist Church August 2006 - August 2010
VALIC November 2000 - May 2005
Wells Fargo Bank August 1996 - November 2000
Skills
Nonprofits, Public Speaking, Community Outreach, Asset Management, Event Planning, Coaching, Program Development, Microsoft Office, Teaching, Finance, Training, Editing, Leadership Development, Staff Development, Community Development, Team Building, Accounts Payable, Case Managment, Customer Service, Event Management, Fundraising, Grant Writing, Leadership, Management, Microsoft Excel, Microsoft Word, PowerPoint, Public Relations, Research, Sales, Social Media, Social Services, Strategic Planning, Team Leadership, Volunteer Management, Case Management
Education
Gonzaga University 2014 — 2016
Master of Arts (M.A.), Organizational Leadership
University of Houston 1990 — 1996
BA, English Literature
Stratford High 1986 — 1990
College Prep
Family Services of Greater Houston August 2011 - Present
Alief ISD October 2009 - May 2011
Memorial Drive United Methodist Church August 2006 - August 2010
VALIC November 2000 - May 2005
Wells Fargo Bank August 1996 - November 2000
Skills
Nonprofits, Public Speaking, Community Outreach, Asset Management, Event Planning, Coaching, Program Development, Microsoft Office, Teaching, Finance, Training, Editing, Leadership Development, Staff Development, Community Development, Team Building, Accounts Payable, Case Managment, Customer Service, Event Management, Fundraising, Grant Writing, Leadership, Management, Microsoft Excel, Microsoft Word, PowerPoint, Public Relations, Research, Sales, Social Media, Social Services, Strategic Planning, Team Leadership, Volunteer Management, Case Management
Education
Gonzaga University 2014 — 2016
Master of Arts (M.A.), Organizational Leadership
University of Houston 1990 — 1996
BA, English Literature
Stratford High 1986 — 1990
College Prep
Alicia Cannon Alicia Cannon's VALIC Experience 1995 - 1999
Job Account Executive
Industry Hospital & Health Care
Experience
Willis of Texas June 2013 - Present
Flex Corp, a BPAS company August 2010 - January 2013
MassMutual Financial Group August 2007 - March 2010
Farmers Insurance Group January 2006 - August 2007
Major/National/Accounts February 1999 - January 2006
Variable Annuity Life Insurance Company January 1988 - January 1999
VALIC 1995 - 1999
Texas Marine Underwriters Agency, Inc January 1983 - January 1988
Skills
Property, Insurance, Employee Benefits, Health Insurance, Retirement, Investments, Underwriting, Life Insurance, Retirement Planning, Mutual Funds, Fixed Annuities, Strategic Financial..., Strategic Planning, Sales, Customer Service, Financial Services, Benefits Administration, Account Management, Licensed Life Insurance..., Notary, 401k, Access, Brokers, Human Resources, Disability Insurance, Marketing, Strategy, Term Life Insurance, Workers Compensation, Series 6, IRAs, Relationship Management, Long-term Care, Series 63, Pensions, Portfolio Management, Sales Management, Training
Education
University of Houston 1982 — 1985
Businesss Administration
MB Smiley
University of Phoenix
Bachelor of Science, Business Administration
Willis of Texas June 2013 - Present
Flex Corp, a BPAS company August 2010 - January 2013
MassMutual Financial Group August 2007 - March 2010
Farmers Insurance Group January 2006 - August 2007
Major/National/Accounts February 1999 - January 2006
Variable Annuity Life Insurance Company January 1988 - January 1999
VALIC 1995 - 1999
Texas Marine Underwriters Agency, Inc January 1983 - January 1988
Skills
Property, Insurance, Employee Benefits, Health Insurance, Retirement, Investments, Underwriting, Life Insurance, Retirement Planning, Mutual Funds, Fixed Annuities, Strategic Financial..., Strategic Planning, Sales, Customer Service, Financial Services, Benefits Administration, Account Management, Licensed Life Insurance..., Notary, 401k, Access, Brokers, Human Resources, Disability Insurance, Marketing, Strategy, Term Life Insurance, Workers Compensation, Series 6, IRAs, Relationship Management, Long-term Care, Series 63, Pensions, Portfolio Management, Sales Management, Training
Education
University of Houston 1982 — 1985
Businesss Administration
MB Smiley
University of Phoenix
Bachelor of Science, Business Administration
Stasa Cushman Stasa Cushman's VALIC Experience September 1999 - July 2000
Job Director, Corporate Communications
Industry Public Relations and Communications
Experience
AIG November 2007 - Present
Encore Bank November 2004 - October 2007
Air Liquide December 2002 - November 2004
Dynegy 2000 - 2002
VALIC September 1999 - July 2000
Van Kampen Investments January 1992 - September 1999
Van Kampen Investments January 1989 - January 1992
Skills
Corporate Communications, Public Relations, Internal & External..., Speech Writing, Crisis Communications, Marketing Communications, Events, Writing, Web Content, Media Relations, Thought Leadership, Internal Communications, Publications, Integrated Marketing, Content Development, Event Planning, Editing, Reputation Management, Copywriting, Brand Management, Social Media Marketing, Marketing, Communication Training, Strategic Communications, Press Releases, Newsletters, Management, Corporate Branding, Insurance, Content Management, Crisis Management, Content Strategy, Messaging, Investor Relations, Direct Marketing, B2B Marketing, Message Development, Email Marketing, Leadership
Education
University of Houston
BA, English
AIG November 2007 - Present
Encore Bank November 2004 - October 2007
Air Liquide December 2002 - November 2004
Dynegy 2000 - 2002
VALIC September 1999 - July 2000
Van Kampen Investments January 1992 - September 1999
Van Kampen Investments January 1989 - January 1992
Skills
Corporate Communications, Public Relations, Internal & External..., Speech Writing, Crisis Communications, Marketing Communications, Events, Writing, Web Content, Media Relations, Thought Leadership, Internal Communications, Publications, Integrated Marketing, Content Development, Event Planning, Editing, Reputation Management, Copywriting, Brand Management, Social Media Marketing, Marketing, Communication Training, Strategic Communications, Press Releases, Newsletters, Management, Corporate Branding, Insurance, Content Management, Crisis Management, Content Strategy, Messaging, Investor Relations, Direct Marketing, B2B Marketing, Message Development, Email Marketing, Leadership
Education
University of Houston
BA, English
Fernando Martz's VALIC Experience June 2010 - Present
Job Associate Programmer Analyst at VALIC
Industry Financial Services
Experience
VALIC June 2010 - Present
C.T. Bauer College of Business January 2008 - May 2010
Education
University of Houston, C.T. Bauer College of Business 2005 — 2010
Management Information Systems, Information systems, marketing
VALIC June 2010 - Present
C.T. Bauer College of Business January 2008 - May 2010
Education
University of Houston, C.T. Bauer College of Business 2005 — 2010
Management Information Systems, Information systems, marketing
Brett LaFerrera's VALIC Experience January 2010 - Present
Job Senior Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2010 - Present
Transamerica September 2008 - January 2010
Security Benefit July 2002 - September 2008
Gold Bank March 2000 - May 2002
CUNA Brokerage Services September 1997 - March 2000
Skills
Mutual Funds, Fixed Annuities, Strategic Financial..., Insurance, Financial Advisory, Life Insurance, Variable Annuities, Strategy, Sales, Bonds, Finance, Equities, Financial Planners, Selling, Sales Operations, Customer Service, 403 b, Series 63, Annuity Sales, Series 7
Education
University of Missouri-Kansas City 2000 — 2001
University of Wisconsin-Madison 1988 — 1992
BA, Political Economy
VALIC January 2010 - Present
Transamerica September 2008 - January 2010
Security Benefit July 2002 - September 2008
Gold Bank March 2000 - May 2002
CUNA Brokerage Services September 1997 - March 2000
Skills
Mutual Funds, Fixed Annuities, Strategic Financial..., Insurance, Financial Advisory, Life Insurance, Variable Annuities, Strategy, Sales, Bonds, Finance, Equities, Financial Planners, Selling, Sales Operations, Customer Service, 403 b, Series 63, Annuity Sales, Series 7
Education
University of Missouri-Kansas City 2000 — 2001
University of Wisconsin-Madison 1988 — 1992
BA, Political Economy
Felicia Ocampo Felicia Ocampo's VALIC Experience 2006 - June 2009
Job Nursing
Industry Hospital & Health Care
Experience
AIG Retirement & AIG Annuity October 2006 - June 2009
AIG Retirement Services October 2006 - June 2009
AIG VALIC 2006 - June 2009
VALIC 2006 - June 2009
Next Financial February 2006 - October 2006
Houston Publications, LLC 2005 - 2006
Education
University of Houston 1998 — 2005
BBA, Marketing and Management
AIG Retirement & AIG Annuity October 2006 - June 2009
AIG Retirement Services October 2006 - June 2009
AIG VALIC 2006 - June 2009
VALIC 2006 - June 2009
Next Financial February 2006 - October 2006
Houston Publications, LLC 2005 - 2006
Education
University of Houston 1998 — 2005
BBA, Marketing and Management
Lauren Pham Lauren Pham's VALIC Experience May 2014 - Present
Job Financial Consultant at VALIC
Industry Financial Services
Experience
VALIC May 2014 - Present
Law Office of Grayson L. Davis 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Project Management, Microsoft Word, PowerPoint, Negotiation, Strategic Planning, Contract Negotiation, Leadership, Financial Planning
Education
University of Houston-Downtown 2009 — 2017
VALIC May 2014 - Present
Law Office of Grayson L. Davis 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Project Management, Microsoft Word, PowerPoint, Negotiation, Strategic Planning, Contract Negotiation, Leadership, Financial Planning
Education
University of Houston-Downtown 2009 — 2017
Amy Lagrimanta Amy Lagrimanta's VALIC Experience August 2009 - March 2012
Job Sr. Analyst, Reporting & Data Analytics at AIG
Industry Human Resources
Experience
Academy Sports + Outdoors September 2015 - Present
AIG May 2013 - September 2015
AIG March 2012 - May 2013
VALIC August 2009 - March 2012
Skills
Vendor Management, Business Analysis, Requirements Gathering, Requirements Analysis, Business Requirements, Customer Service, Management, Process Improvement, Program Management, Project Management, Public Speaking, Salesforce.com, Team Building, Coaching, Strategic Planning, Training
Education
University of Houston 1993 — 1999
Bachelor of Fine Arts (BFA), Graphic Design
Academy Sports + Outdoors September 2015 - Present
AIG May 2013 - September 2015
AIG March 2012 - May 2013
VALIC August 2009 - March 2012
Skills
Vendor Management, Business Analysis, Requirements Gathering, Requirements Analysis, Business Requirements, Customer Service, Management, Process Improvement, Program Management, Project Management, Public Speaking, Salesforce.com, Team Building, Coaching, Strategic Planning, Training
Education
University of Houston 1993 — 1999
Bachelor of Fine Arts (BFA), Graphic Design
Eric Shupe, CRC's VALIC Experience June 2000 - November 2010
Job Financial Advisor, CRC
Industry Financial Services
Experience
The Legend Group November 2010 - Present
VALIC June 2000 - November 2010
Education
University of Kentucky
The Legend Group November 2010 - Present
VALIC June 2000 - November 2010
Education
University of Kentucky
Duke Hunt CFP® ChFC Duke Hunt CFP® ChFC's VALIC Experience 2003 - 2009
Job Registered Principal and Financial Advisor at Capital City Investments and Insurance
Industry Financial Services
Experience
AXA Advisors 2009 - 2012
VALIC 2003 - 2009
Morgan Stanley 2001 - 2003
Education
University of Baltimore 1997 — 2000
Master's degree, Finance, General
University of Maryland College Park 1987 — 1990
Bachelor's degree, Economics
St. Mary's High School Annapolis, MD 1982 — 1986
AXA Advisors 2009 - 2012
VALIC 2003 - 2009
Morgan Stanley 2001 - 2003
Education
University of Baltimore 1997 — 2000
Master's degree, Finance, General
University of Maryland College Park 1987 — 1990
Bachelor's degree, Economics
St. Mary's High School Annapolis, MD 1982 — 1986
Cindy Eastman's VALIC Experience March 2008 - May 2009
Job Manager at Independent Associate PrePaid Legal Services Inc. & Identity Theft Shield
Industry Government Administration
Experience
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield August 2014 - Present
State of Idaho June 2010 - July 2014
Valic March 2008 - May 2009
New York Life October 2006 - October 2007
MetLife Resources January 1996 - January 2005
Skills
Financial Advisory, Trainer, Long Term Care, Retirement Planning, Retirement, Annuities, IRA's, Asset Allocation, Mutual Funds, Public Speaking, Public Relations, Fixed Annuities, Investments, IRAs, Customer Service, Estate Planning, Finance, Insurance, Leadership, Long-term Care, Strategic Financial..., Team Building, Training
Education
University of Hawaii at Manoa
Professional Diploma, Secondary Education
University of Hawaii at Manoa
Bachelor of Arts, Liberal Studies, (English & Communications)
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield August 2014 - Present
State of Idaho June 2010 - July 2014
Valic March 2008 - May 2009
New York Life October 2006 - October 2007
MetLife Resources January 1996 - January 2005
Skills
Financial Advisory, Trainer, Long Term Care, Retirement Planning, Retirement, Annuities, IRA's, Asset Allocation, Mutual Funds, Public Speaking, Public Relations, Fixed Annuities, Investments, IRAs, Customer Service, Estate Planning, Finance, Insurance, Leadership, Long-term Care, Strategic Financial..., Team Building, Training
Education
University of Hawaii at Manoa
Professional Diploma, Secondary Education
University of Hawaii at Manoa
Bachelor of Arts, Liberal Studies, (English & Communications)
David Dobin's VALIC Experience May 2003 - Present
Job Senior Financial Planning Advisor at VALIC
Industry Financial Services
Experience
VALIC May 2003 - Present
Knight Trading Group June 2000 - August 2001
Skills
Wealth Management, Strategic Financial..., Mutual Funds, Retirement Planning, Customer Service, Series 7, Retirement, Investment Advisory, Fixed Annuities, Series 63, 401k, Asset Allocation, IRAs, Financial Advisory, Insurance, Asset Management, Long-term Care, 529 Plans, Life Insurance, Long Term Care Insurance, Estate Planning, Financial Planners, Uniform Combined State...
Education
University of Central Florida 1996 — 2000
Bachelor's degree, Finance, General
VALIC May 2003 - Present
Knight Trading Group June 2000 - August 2001
Skills
Wealth Management, Strategic Financial..., Mutual Funds, Retirement Planning, Customer Service, Series 7, Retirement, Investment Advisory, Fixed Annuities, Series 63, 401k, Asset Allocation, IRAs, Financial Advisory, Insurance, Asset Management, Long-term Care, 529 Plans, Life Insurance, Long Term Care Insurance, Estate Planning, Financial Planners, Uniform Combined State...
Education
University of Central Florida 1996 — 2000
Bachelor's degree, Finance, General
Eric Roebuck's VALIC Experience June 2013 - July 2014
Job VP of Market Expansion at Home Illusions
Industry Government Relations
Experience
Home Illusions September 2014 - Present
VALIC June 2013 - July 2014
Education
University of Michigan 2014 — 2018
Bachelor’s Degree, Economics, 3.5
Home Illusions September 2014 - Present
VALIC June 2013 - July 2014
Education
University of Michigan 2014 — 2018
Bachelor’s Degree, Economics, 3.5
William Gates CFP®'s VALIC Experience September 2009 - January 2015
Job Portfolio Manager at Delta Asset Management
Industry Financial Services
Experience
Delta Asset Management, LLC January 2015 - Present
VALIC September 2009 - January 2015
Smith Barney August 2006 - September 2009
Lendresults May 2005 - July 2006
Oxford University Bank January 2005 - May 2005
Education
University of Mississippi 1999 — 2004
Bachelor of Business Administration (BBA), Managerial Finance
University of Mississippi 1999 — 2004
Bachelor of Arts (B.A.), International/Global Studies
Memphis University School 1994 — 1999
Delta Asset Management, LLC January 2015 - Present
VALIC September 2009 - January 2015
Smith Barney August 2006 - September 2009
Lendresults May 2005 - July 2006
Oxford University Bank January 2005 - May 2005
Education
University of Mississippi 1999 — 2004
Bachelor of Business Administration (BBA), Managerial Finance
University of Mississippi 1999 — 2004
Bachelor of Arts (B.A.), International/Global Studies
Memphis University School 1994 — 1999
Kevin Charman Kevin Charman's VALIC Experience September 2012 - December 2012
Job Inside Sales Executive at HighRadius
Industry Information Technology and Services
Experience
HighRadius September 2015 - Present
Advantage Waypoint July 2014 - August 2015
Advantage Waypoint February 2013 - June 2014
Platinum Promotions April 2011 - February 2013
VALIC September 2012 - December 2012
Green Mountain Energy Company 2009 - 2011
Sweetwater Pools, Inc. 2005 - 2009
Skills
Marketing, Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Marketing Communications, Public Speaking, HTML, Research, Social Networking, Illustrator, InDesign, Invoice Processing, Database Admin, ACT!, Salesforce Administrator, QuickBooks, Quicken, Constant Contact, Marketing Strategy, Sales, Event Management, Time Management, Contract Negotiation, Market Research
Education
University of Houston-Victoria 2009 — 2013
Bachelor’s Degree, Marketing
HighRadius September 2015 - Present
Advantage Waypoint July 2014 - August 2015
Advantage Waypoint February 2013 - June 2014
Platinum Promotions April 2011 - February 2013
VALIC September 2012 - December 2012
Green Mountain Energy Company 2009 - 2011
Sweetwater Pools, Inc. 2005 - 2009
Skills
Marketing, Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Marketing Communications, Public Speaking, HTML, Research, Social Networking, Illustrator, InDesign, Invoice Processing, Database Admin, ACT!, Salesforce Administrator, QuickBooks, Quicken, Constant Contact, Marketing Strategy, Sales, Event Management, Time Management, Contract Negotiation, Market Research
Education
University of Houston-Victoria 2009 — 2013
Bachelor’s Degree, Marketing
Patty Linn Waldo's VALIC Experience May 2007 - October 2014
Job Owner of Antique to Boutique Roadshow and Girly Girlz Beads & Accessories
Industry Financial Services
Experience
Antique to Boutique May 2015 - Present
Girly Girlz Beads and Accessories. January 2010 - Present
VALIC May 2007 - October 2014
Skills
Mutual Funds, Fixed Annuities, 401k, Retirement Planning, Investments, Retirement, Loans, Roadshows, Boutique
Education
University of Central Oklahoma
Antique to Boutique May 2015 - Present
Girly Girlz Beads and Accessories. January 2010 - Present
VALIC May 2007 - October 2014
Skills
Mutual Funds, Fixed Annuities, 401k, Retirement Planning, Investments, Retirement, Loans, Roadshows, Boutique
Education
University of Central Oklahoma
Johnnie Porter Johnnie Porter's VALIC Experience April 2009 - Present
Job Sr. Plan Coordinator at VALIC
Industry Financial Services
Experience
VALIC April 2009 - Present
Cardtronics May 2005 - January 2009
Reliant Energy June 2000 - January 2004
Skills
Project Management, Retirement Plan..., Qualified Retirement..., Retirement Compliance, insurance and risk, Customer Service, Microsoft Office, 401k, Retirement, Sales Operations, Litigation Support, Retail Banking, SAP, Great Personality, Document Management, Account Management, Financial Accounting, Accounting, Cost Accounting, Financial Services, Sales, Business Analysis, Contract Negotiation, Process Improvement, Call Centers, Analysis, Team Building, Banking, Financial Analysis, Management, Outlook, Leadership, Vendor Management
Education
University of Houston-Downtown 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
Montgomery High School 1994 — 1998
High School Diploma, General Studies
VALIC April 2009 - Present
Cardtronics May 2005 - January 2009
Reliant Energy June 2000 - January 2004
Skills
Project Management, Retirement Plan..., Qualified Retirement..., Retirement Compliance, insurance and risk, Customer Service, Microsoft Office, 401k, Retirement, Sales Operations, Litigation Support, Retail Banking, SAP, Great Personality, Document Management, Account Management, Financial Accounting, Accounting, Cost Accounting, Financial Services, Sales, Business Analysis, Contract Negotiation, Process Improvement, Call Centers, Analysis, Team Building, Banking, Financial Analysis, Management, Outlook, Leadership, Vendor Management
Education
University of Houston-Downtown 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
Montgomery High School 1994 — 1998
High School Diploma, General Studies
Khai Le Khai Le's VALIC Experience February 2007 - Present
Job District Manager at VALIC
Industry Financial Services
Experience
VALIC February 2007 - Present
American Express September 2002 - February 2007
American Express Financial Advisors February 1999 - September 2001
Skills
Change Management, Strategic Planning, Talent Acquisition, Series 7, Leadership, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Uniform Combined State..., Asset Allocation, Series 24, Financial Services, Strategic Financial..., 401k, Finance, Management, Strategy, Financial Planning
Education
University of California, Davis 1996 — 1999
Bachelor of Science (BS), Managerial Economics
University of California, Davis 1996 — 1999
Bachelor of Science (B.S.), Business/Managerial Economics
VALIC February 2007 - Present
American Express September 2002 - February 2007
American Express Financial Advisors February 1999 - September 2001
Skills
Change Management, Strategic Planning, Talent Acquisition, Series 7, Leadership, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Uniform Combined State..., Asset Allocation, Series 24, Financial Services, Strategic Financial..., 401k, Finance, Management, Strategy, Financial Planning
Education
University of California, Davis 1996 — 1999
Bachelor of Science (BS), Managerial Economics
University of California, Davis 1996 — 1999
Bachelor of Science (B.S.), Business/Managerial Economics
Richard Buffkin Richard Buffkin's VALIC Experience September 2014 - Present
Job Financial Advisor at VALIC
Industry Religious Institutions
Experience
VALIC September 2014 - Present
Western North Carolina Conference UMC 2006 - Present
Buffkin Remodeling and Repair January 2013 - September 2014
Edward Jones January 2012 - December 2012
International Minute Press, Winston-Salem September 2000 - February 2006
Various February 1991 - September 2000
Skills
Religion, Pastoral Care, Biblical Studies, Nonprofits, Preaching, Theology, Discipleship, Public Speaking, Church Events, Pastoral Counseling, Missions, Volunteer Management, Community Outreach, Spiritual Direction
Education
Hood Theological Seminary 2006 — 2009
M. Div., Preaching & Pastoral Care
University of Central Florida - College of Business Administration 1985 — 1987
M.B.A., Management
VALIC September 2014 - Present
Western North Carolina Conference UMC 2006 - Present
Buffkin Remodeling and Repair January 2013 - September 2014
Edward Jones January 2012 - December 2012
International Minute Press, Winston-Salem September 2000 - February 2006
Various February 1991 - September 2000
Skills
Religion, Pastoral Care, Biblical Studies, Nonprofits, Preaching, Theology, Discipleship, Public Speaking, Church Events, Pastoral Counseling, Missions, Volunteer Management, Community Outreach, Spiritual Direction
Education
Hood Theological Seminary 2006 — 2009
M. Div., Preaching & Pastoral Care
University of Central Florida - College of Business Administration 1985 — 1987
M.B.A., Management
Taylor Nussbaum's VALIC Experience January 2013 - July 2013
Job Field Enablement Program Manager at Hewlett Packard Enterprise
Industry Marketing and Advertising
Experience
Hewlett Packard Enterprise October 2015 - Present
Hewlett-Packard May 2015 - September 2015
University of Houston July 2013 - May 2015
VALIC January 2013 - July 2013
Nordstrom April 2010 - January 2013
TN Designs September 2008 - December 2011
Columbia Information Systems November 2006 - August 2008
EFG Companies October 2004 - May 2006
Spec's Wines, Spirits and Finer Foods August 2003 - September 2004
IMAGO Marketing Group July 1999 - July 2003
Skills
Marketing Communications, Public Relations, Project Management, Advertising, Event Planning, Marketing Strategy, Press Releases, Strategic Planning, Budgets, Communications, Microsoft Office, Corporate Branding, Creative Briefs, Annual Reports, Brochures, Trade Shows, MAM
Education
University of Houston 1991 — 1995
Bachelor of Science (BS), Psychology (Marketing Minor), GPA: 3.5
University of Pittsburgh
Semester at Sea Program
Bellaire High School
Hewlett Packard Enterprise October 2015 - Present
Hewlett-Packard May 2015 - September 2015
University of Houston July 2013 - May 2015
VALIC January 2013 - July 2013
Nordstrom April 2010 - January 2013
TN Designs September 2008 - December 2011
Columbia Information Systems November 2006 - August 2008
EFG Companies October 2004 - May 2006
Spec's Wines, Spirits and Finer Foods August 2003 - September 2004
IMAGO Marketing Group July 1999 - July 2003
Skills
Marketing Communications, Public Relations, Project Management, Advertising, Event Planning, Marketing Strategy, Press Releases, Strategic Planning, Budgets, Communications, Microsoft Office, Corporate Branding, Creative Briefs, Annual Reports, Brochures, Trade Shows, MAM
Education
University of Houston 1991 — 1995
Bachelor of Science (BS), Psychology (Marketing Minor), GPA: 3.5
University of Pittsburgh
Semester at Sea Program
Bellaire High School
Rick Moen Rick Moen's VALIC Experience June 2001 - October 2005
Job Insurance ConsultantAndreini and Company
Industry Insurance
Experience
Andreini & Company March 2015 - Present
Winton-Ireland., Strom & Green Insurance Agency October 2005 - March 2015
VALIC June 2001 - October 2005
Skills
Commercial Insurance, Health Insurance, Financial Planning, Insurance, Disability Insurance, Workers Compensation, Underwriting, Brokers, General Insurance, Fixed Annuities, Life Insurance, Property & Casualty..., Long-term Care
Education
University of California, Davis 1989 — 1992
Bachelor's Degree, Psychology
Andreini & Company March 2015 - Present
Winton-Ireland., Strom & Green Insurance Agency October 2005 - March 2015
VALIC June 2001 - October 2005
Skills
Commercial Insurance, Health Insurance, Financial Planning, Insurance, Disability Insurance, Workers Compensation, Underwriting, Brokers, General Insurance, Fixed Annuities, Life Insurance, Property & Casualty..., Long-term Care
Education
University of California, Davis 1989 — 1992
Bachelor's Degree, Psychology
Steven Shuman Steven Shuman's VALIC Experience April 2014 - September 2015
Job Business Solutions Consultant at Andesa Services, Inc.
Industry Financial Services
Experience
Andesa Services, Inc. September 2015 - Present
VALIC April 2014 - September 2015
Evershore Financial Group September 2013 - March 2014
The Newport Group July 2010 - August 2011
MetLife - Specialized Benefit Resources July 2002 - July 2010
General American Life March 1999 - March 2002
New England Financial March 1995 - March 1999
American Financial Systems, Inc. March 1992 - March 1995
Chubb LifeAmerica March 1989 - March 1992
The New England Life Insurance Company March 1983 - March 1989
Skills
Insurance, Employee Benefits, Investments, Life Insurance, Estate Planning, Strategic Financial..., Financial Services, Mutual Funds, Retirement, Financial Analysis
Education
University of Massachusetts, Amherst 1978 — 1982
B.A., Economics
Andesa Services, Inc. September 2015 - Present
VALIC April 2014 - September 2015
Evershore Financial Group September 2013 - March 2014
The Newport Group July 2010 - August 2011
MetLife - Specialized Benefit Resources July 2002 - July 2010
General American Life March 1999 - March 2002
New England Financial March 1995 - March 1999
American Financial Systems, Inc. March 1992 - March 1995
Chubb LifeAmerica March 1989 - March 1992
The New England Life Insurance Company March 1983 - March 1989
Skills
Insurance, Employee Benefits, Investments, Life Insurance, Estate Planning, Strategic Financial..., Financial Services, Mutual Funds, Retirement, Financial Analysis
Education
University of Massachusetts, Amherst 1978 — 1982
B.A., Economics
Darcy Williams Darcy Williams's VALIC Experience January 2006 - January 2007
Job
Industry Financial Services
Experience
Insperity April 2013 - Present
Insperity November 2008 - April 2013
The Allocation Company 2004 - 2008
VALIC January 2006 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, ERISA, Defined Contribution, Retirement Plan..., Qualified Retirement..., Relius Administration, ASC, NetSuite, OmniPlus, Employee Benefits, Human Resources, 401k
Education
University of Houston-Downtown 2009 — 2014
Bachelor's degree, Finance, General
University of Houston
Insperity April 2013 - Present
Insperity November 2008 - April 2013
The Allocation Company 2004 - 2008
VALIC January 2006 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, ERISA, Defined Contribution, Retirement Plan..., Qualified Retirement..., Relius Administration, ASC, NetSuite, OmniPlus, Employee Benefits, Human Resources, 401k
Education
University of Houston-Downtown 2009 — 2014
Bachelor's degree, Finance, General
University of Houston
Fatima (Ayala) Flores Fatima (Ayala) Flores's VALIC Experience September 2011 - February 2012
Job Senior Account Executive at Lopez Negrete Communications
Industry Marketing and Advertising
Experience
Lopez Negrete Communications June 2014 - Present
Lopez Negrete Communications October 2012 - June 2014
Lopez Negrete Communications April 2012 - October 2012
VALIC September 2011 - February 2012
Chase September 2011 - September 2011
Moroch January 2009 - June 2009
Skills
Social Media Marketing, Marketing Communications, Advertising, Direct Marketing, Email Marketing, Marketing Strategy, Brand Development, Creative Strategy
Education
University of Houston
Lopez Negrete Communications June 2014 - Present
Lopez Negrete Communications October 2012 - June 2014
Lopez Negrete Communications April 2012 - October 2012
VALIC September 2011 - February 2012
Chase September 2011 - September 2011
Moroch January 2009 - June 2009
Skills
Social Media Marketing, Marketing Communications, Advertising, Direct Marketing, Email Marketing, Marketing Strategy, Brand Development, Creative Strategy
Education
University of Houston
Rusty Hanna Rusty Hanna's VALIC Experience December 2011 - March 2012
Job Private Client Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. June 2012 - Present
VALIC December 2011 - March 2012
Northwestern Mutual August 2010 - December 2011
Chase March 2005 - October 2009
MetLife January 2004 - March 2005
Coastal Banc June 1999 - December 2003
Education
University of Houston, C.T. Bauer College of Business 1995 — 2000
Business, Finance
JP Morgan Chase Bank N.A. June 2012 - Present
VALIC December 2011 - March 2012
Northwestern Mutual August 2010 - December 2011
Chase March 2005 - October 2009
MetLife January 2004 - March 2005
Coastal Banc June 1999 - December 2003
Education
University of Houston, C.T. Bauer College of Business 1995 — 2000
Business, Finance
Alex Shokrian, CFP®, QPA, QKA's VALIC Experience September 2010 - October 2013
Job Accomplished Value Oriented Financial Advisor
Industry Financial Services
Experience
United Retirement Plan Consultants March 2015 - Present
Merrill Lynch October 2013 - July 2014
VALIC September 2010 - October 2013
The Standard July 2009 - September 2010
Brookbay LLC February 2009 - June 2009
Charles Schwab 1998 - 2009
Charles Schwab 1997 - 1998
Charles Schwab 1993 - 1997
Skills
Retirement Planning, Investments, Estate Planning, Negotiation, Income Tax, Pensions, Financial Planners, Risk Management, Retirement, Series 7, 401k, Mutual Funds, Wealth Management, Asset Allocation, Series 65, Investment Advisory, Series 63, Defined Benefit, Defined Contribution, Retirement Plan..., Fixed Annuities, Financial Services, Investment Strategies, Finance, Relationship Management, Series 6, Insurance, Securities, Financial Advisory, Strategic Financial..., Series 24, IRAs, Qualified Retirement..., FINRA, Profit Sharing, Investment Management, ETFs, Alternative Investments, ERISA, Asset Management, Portfolio Management, Fixed Income, 403 b, Equities, Certified Financial..., Financial Planning
Education
University of California, Los Angeles
BA, History
United Retirement Plan Consultants March 2015 - Present
Merrill Lynch October 2013 - July 2014
VALIC September 2010 - October 2013
The Standard July 2009 - September 2010
Brookbay LLC February 2009 - June 2009
Charles Schwab 1998 - 2009
Charles Schwab 1997 - 1998
Charles Schwab 1993 - 1997
Skills
Retirement Planning, Investments, Estate Planning, Negotiation, Income Tax, Pensions, Financial Planners, Risk Management, Retirement, Series 7, 401k, Mutual Funds, Wealth Management, Asset Allocation, Series 65, Investment Advisory, Series 63, Defined Benefit, Defined Contribution, Retirement Plan..., Fixed Annuities, Financial Services, Investment Strategies, Finance, Relationship Management, Series 6, Insurance, Securities, Financial Advisory, Strategic Financial..., Series 24, IRAs, Qualified Retirement..., FINRA, Profit Sharing, Investment Management, ETFs, Alternative Investments, ERISA, Asset Management, Portfolio Management, Fixed Income, 403 b, Equities, Certified Financial..., Financial Planning
Education
University of California, Los Angeles
BA, History
Hydei Kim Hydei Kim's VALIC Experience September 2014 - December 2014
Job Implementation Manager
Industry Human Resources
Experience
Zenefits December 2014 - Present
VALIC September 2014 - December 2014
VALIC September 2013 - September 2014
BidClerk September 2011 - August 2013
Quill and Scroll International Honorary Society for High School Journalists September 2009 - May 2011
Skills
Facebook, Editing, Journalism, Final Cut Pro, Wordpress, Social Media Marketing, Social Networking, Copywriting, Blogging, Advertising, InDesign, Video Editing, Event Planning, Video Production, Creative Writing, News Writing, SEO, Public Relations, Research, Media Relations, Adobe Creative Suite, Marketing Communications, Photoshop, Email Marketing, Newsletters, Video, Online Marketing, Event Management, Public Speaking, Strategic Communications, Digital Marketing, Marketing, Publishing, PowerPoint, Dreamweaver, Web Design, Web Content Management, HTML, Editorial, Digital Photography, Graphic Design, Newspapers, Proofreading, Content Management, Microsoft Office, Microsoft Word, Copy Editing, AP Style, Social Media
Education
University of Iowa 2007 — 2011
Journalism, Entrepreneurial Communications, Entrepreneurial Management Certificate
Zenefits December 2014 - Present
VALIC September 2014 - December 2014
VALIC September 2013 - September 2014
BidClerk September 2011 - August 2013
Quill and Scroll International Honorary Society for High School Journalists September 2009 - May 2011
Skills
Facebook, Editing, Journalism, Final Cut Pro, Wordpress, Social Media Marketing, Social Networking, Copywriting, Blogging, Advertising, InDesign, Video Editing, Event Planning, Video Production, Creative Writing, News Writing, SEO, Public Relations, Research, Media Relations, Adobe Creative Suite, Marketing Communications, Photoshop, Email Marketing, Newsletters, Video, Online Marketing, Event Management, Public Speaking, Strategic Communications, Digital Marketing, Marketing, Publishing, PowerPoint, Dreamweaver, Web Design, Web Content Management, HTML, Editorial, Digital Photography, Graphic Design, Newspapers, Proofreading, Content Management, Microsoft Office, Microsoft Word, Copy Editing, AP Style, Social Media
Education
University of Iowa 2007 — 2011
Journalism, Entrepreneurial Communications, Entrepreneurial Management Certificate
Charles Canning, CFP®,CLU®, ChFC®, CPCU®, CWS® Charles Canning, CFP®,CLU®, ChFC®, CPCU®, CWS®'s VALIC Experience October 2012 - February 2015
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
VALIC October 2012 - February 2015
USAA-IMCO March 2007 - October 2012
Phoenix, AZ January 2006 - March 2007
Phoenix, AZ January 2001 - January 2006
Nationwide Retirement Solutions, Inc, aka, "PEBSCO". July 1996 - January 2000
Skills
Retirement, Wealth Management, Financial Planning, Investments, Insurance, Financial Advisory, Financial Advice, Retirement Planning, Series 7, Investment Advisory, Asset Management, Asset Allocation, Wealth Transfer, Asset, Insurance Planning, Investment Strategies, Annuities, Mutual Funds, Estate Planning, Wealth, Retirement Income..., Comprehensive Wealth..., IRA's, High Net Worth..., Strategic Financial..., Financial Services, IRAs, Financial Planners, FINRA, Securities, Investment Management
Education
University of Minnesota-Twin Cities 1970 — 1974
B.S.Business, Accounting & Economics
Hendrum Public Schools, Hendrum, MN 56550. 1958 — 1971
High School Diploma, Co-Valedictorian
TIAA-CREF February 2015 - Present
VALIC October 2012 - February 2015
USAA-IMCO March 2007 - October 2012
Phoenix, AZ January 2006 - March 2007
Phoenix, AZ January 2001 - January 2006
Nationwide Retirement Solutions, Inc, aka, "PEBSCO". July 1996 - January 2000
Skills
Retirement, Wealth Management, Financial Planning, Investments, Insurance, Financial Advisory, Financial Advice, Retirement Planning, Series 7, Investment Advisory, Asset Management, Asset Allocation, Wealth Transfer, Asset, Insurance Planning, Investment Strategies, Annuities, Mutual Funds, Estate Planning, Wealth, Retirement Income..., Comprehensive Wealth..., IRA's, High Net Worth..., Strategic Financial..., Financial Services, IRAs, Financial Planners, FINRA, Securities, Investment Management
Education
University of Minnesota-Twin Cities 1970 — 1974
B.S.Business, Accounting & Economics
Hendrum Public Schools, Hendrum, MN 56550. 1958 — 1971
High School Diploma, Co-Valedictorian
Lea Nardone's VALIC Experience August 2010 - April 2013
Job SQA Engineer II at Quintiles Outcome
Industry Computer Software
Experience
Quintiles Outcome April 2013 - Present
VALIC August 2010 - April 2013
Anacomp September 2007 - August 2010
IBM Rational October 2000 - September 2007
Engage October 1999 - October 2000
Factpoint Inc October 1997 - October 1999
TASC January 1996 - October 1999
Science Applications International Corporation December 1991 - January 1996
Skills
Testing, Software Quality..., ClearQuest, Software Development, Test Planning, Integration, Test Automation, Software Engineering, Software Quality, Oracle
Education
University of Massachusetts at Lowell 1981 — 1984
Bachelor of Science (BS), Computer Science
Quintiles Outcome April 2013 - Present
VALIC August 2010 - April 2013
Anacomp September 2007 - August 2010
IBM Rational October 2000 - September 2007
Engage October 1999 - October 2000
Factpoint Inc October 1997 - October 1999
TASC January 1996 - October 1999
Science Applications International Corporation December 1991 - January 1996
Skills
Testing, Software Quality..., ClearQuest, Software Development, Test Planning, Integration, Test Automation, Software Engineering, Software Quality, Oracle
Education
University of Massachusetts at Lowell 1981 — 1984
Bachelor of Science (BS), Computer Science
Stacey Carswell's VALIC Experience 1993 - 2000
Job Proven Communication Consultant
Industry Computer Software
Experience
. April 2012 - Present
BMC Software January 2000 - July 2012
VALIC 1993 - 2000
Skills
Executive Communications, Sales Enablement, Internal Communications, Corporate Communications, Web Strategy, Marketing Communications, Strategic Communications, Crisis Communications, Social Media, Technical Writing, Proposal Writing, Problem Solving, Acquisition Integration, Leadership, Strategy, Communication Training, Marketing, Online Marketing, Editing, Blogging, Management, Lead Generation, Public Relations, Analyst Relations, Content Management, Creative Direction
Education
Washington University in St. Louis - Olin Business School 1989 — 1992
MBA, Marketing
University of Missouri-Columbia 1984 — 1988
BJ, Journalism - Magazine
. April 2012 - Present
BMC Software January 2000 - July 2012
VALIC 1993 - 2000
Skills
Executive Communications, Sales Enablement, Internal Communications, Corporate Communications, Web Strategy, Marketing Communications, Strategic Communications, Crisis Communications, Social Media, Technical Writing, Proposal Writing, Problem Solving, Acquisition Integration, Leadership, Strategy, Communication Training, Marketing, Online Marketing, Editing, Blogging, Management, Lead Generation, Public Relations, Analyst Relations, Content Management, Creative Direction
Education
Washington University in St. Louis - Olin Business School 1989 — 1992
MBA, Marketing
University of Missouri-Columbia 1984 — 1988
BJ, Journalism - Magazine
Kevin L. Besch's VALIC Experience February 2004 - 2005
Job Compliance Officer, Advertising Review
Industry Financial Services
Experience
AIG Consumer Insurance December 2011 - Present
The Variable Annuity Life Insurance Company (VALIC) February 2005 - December 2011
VALIC February 2004 - 2005
VALIC June 1988 - February 2004
Xipango August 2001 - March 2003
Skills
Budgeting, Advertising, Compliance, AML Compliance, Email Retention/Archive..., Retirement Plans, Group Management, Marketing Communications, Budgets, Retirement Planning, Sales, Marketing, Management, FINRA
Education
University of Houston 1984 — 1986
AIG Consumer Insurance December 2011 - Present
The Variable Annuity Life Insurance Company (VALIC) February 2005 - December 2011
VALIC February 2004 - 2005
VALIC June 1988 - February 2004
Xipango August 2001 - March 2003
Skills
Budgeting, Advertising, Compliance, AML Compliance, Email Retention/Archive..., Retirement Plans, Group Management, Marketing Communications, Budgets, Retirement Planning, Sales, Marketing, Management, FINRA
Education
University of Houston 1984 — 1986
Richard Horgan's VALIC Experience January 2008 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
VALIC January 2008 - Present
Time Warner Cable 1997 - September 2007
Education
University of Houston 1985 — 1990
VALIC January 2008 - Present
Time Warner Cable 1997 - September 2007
Education
University of Houston 1985 — 1990
Brian Bain's VALIC Experience November 2006 - Present
Job Investment Adviser Representative for VALIC Financial Advisors, Inc.
Industry Financial Services
Experience
VALIC November 2006 - Present
VALIC September 2004 - November 2006
Morgan Stanley June 2002 - December 2003
Skills
401k, Retirement Planning, Series 7, Series 66, Securities, Mutual Funds, College Education..., Cash Management, Equities, Retirement, Asset Allocation, Fixed Annuities, Wealth Management, Investments, Portfolio Management, Financial Planning
Education
College of Business and Public Management, ULV 2002 — 2004
Master of Business Administration (MBA), Finance
University of La Verne 1999 — 2002
Bachelor of Science (B.S.), Biology/Biological Sciences, General
University of California, Davis 1998 — 1999
Biology
VALIC November 2006 - Present
VALIC September 2004 - November 2006
Morgan Stanley June 2002 - December 2003
Skills
401k, Retirement Planning, Series 7, Series 66, Securities, Mutual Funds, College Education..., Cash Management, Equities, Retirement, Asset Allocation, Fixed Annuities, Wealth Management, Investments, Portfolio Management, Financial Planning
Education
College of Business and Public Management, ULV 2002 — 2004
Master of Business Administration (MBA), Finance
University of La Verne 1999 — 2002
Bachelor of Science (B.S.), Biology/Biological Sciences, General
University of California, Davis 1998 — 1999
Biology
Darice Colbert's VALIC Experience March 2006 - October 2011
Job Client Relations Manager at Hughes Financial Services, LLC
Industry Financial Services
Experience
Hughes Financial Services, LLC October 2011 - Present
VALIC March 2006 - October 2011
VALIC March 2006 - October 2011
Education
University of Dayton 1971 — 1974
Hughes Financial Services, LLC October 2011 - Present
VALIC March 2006 - October 2011
VALIC March 2006 - October 2011
Education
University of Dayton 1971 — 1974
Tilisha Conley's VALIC Experience April 2014 - Present
Job Experienced Retirement Plan Professional
Industry Financial Services
Experience
VALIC April 2014 - Present
Arkansas Public Employees Retirement Systems (APERS) November 2013 - April 2014
Stephens Retirement Services January 2008 - November 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Customer Service, Public Speaking, Teamwork, Research, Data Analysis, Team Leadership, Leadership, Team Building, Event Planning, Strategic Planning, English, Nonprofits, Leadership Development, Management, Training, Investments, Return on Investment..., Capital Budgeting, Financial Accounting, ERISA, 401k Rollovers, IRAs, Roth IRA, 529 Plans, Qualified Domestic..., Client Liaison, Manage Client..., 457 Plans, Retirement Planning, Qualified Retirement..., Portfolio Performance...
Education
Webster University 2010 — 2013
Masters of Science, Finance
University of Arkansas at Little Rock 2000 — 2007
Bachelor of Science (BS), Accounting
University of Arkansas at Little Rock 2000 — 2007
Bachelor of Business Administration (BBA), Finance
North Little Rock High School
University of Arkansas at Fayetteville
VALIC April 2014 - Present
Arkansas Public Employees Retirement Systems (APERS) November 2013 - April 2014
Stephens Retirement Services January 2008 - November 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Customer Service, Public Speaking, Teamwork, Research, Data Analysis, Team Leadership, Leadership, Team Building, Event Planning, Strategic Planning, English, Nonprofits, Leadership Development, Management, Training, Investments, Return on Investment..., Capital Budgeting, Financial Accounting, ERISA, 401k Rollovers, IRAs, Roth IRA, 529 Plans, Qualified Domestic..., Client Liaison, Manage Client..., 457 Plans, Retirement Planning, Qualified Retirement..., Portfolio Performance...
Education
Webster University 2010 — 2013
Masters of Science, Finance
University of Arkansas at Little Rock 2000 — 2007
Bachelor of Science (BS), Accounting
University of Arkansas at Little Rock 2000 — 2007
Bachelor of Business Administration (BBA), Finance
North Little Rock High School
University of Arkansas at Fayetteville
John Malcolm, CFP, CEBS, CFS's VALIC Experience May 2006 - Present
Job VP Qualified Plans Distribution, VALIC
Industry Financial Services
Experience
VALIC May 2006 - Present
Aviva Life Insurance June 2000 - February 2006
MetLife Resources January 1993 - May 2000
Mercer 1987 - 1993
Kaiser Permanente Medical Care Program 1982 - 1987
Education
University of Notre Dame
BA
University of San Francisco
Master of Public Health Administration, Public Health Services
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
Seton Hall Prep
HS Diploma
VALIC May 2006 - Present
Aviva Life Insurance June 2000 - February 2006
MetLife Resources January 1993 - May 2000
Mercer 1987 - 1993
Kaiser Permanente Medical Care Program 1982 - 1987
Education
University of Notre Dame
BA
University of San Francisco
Master of Public Health Administration, Public Health Services
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
Seton Hall Prep
HS Diploma
Linda Erwin's VALIC Experience 2004 - Present
Job Associate Director at VALIC
Industry Financial Services
Experience
VALIC 2004 - Present
VALIC July 1995 - May 2003
Skills
Employee Benefits, Mutual Funds, Portfolio Management, Asset Management, Investments, Financial Services, Wealth Management, Insurance, Asset Allocation, Strategic Financial..., Risk Management, Financial Advisory, Fixed Income, Investment Advisory, Deferred Compensation, Pensions, 401(k), Defined Benefit, Succession Planning, Compensation Structures, Workforce Planning, Benefits Administration
Education
University of Houston 1983 — 1986
VALIC 2004 - Present
VALIC July 1995 - May 2003
Skills
Employee Benefits, Mutual Funds, Portfolio Management, Asset Management, Investments, Financial Services, Wealth Management, Insurance, Asset Allocation, Strategic Financial..., Risk Management, Financial Advisory, Fixed Income, Investment Advisory, Deferred Compensation, Pensions, 401(k), Defined Benefit, Succession Planning, Compensation Structures, Workforce Planning, Benefits Administration
Education
University of Houston 1983 — 1986
Karla Auxier's VALIC Experience 2000 - 2008
Job Teacher, Event Planner, Writer, Speaker
Industry Financial Services
Experience
Chez Auxier September 2007 - Present
VALIC 2000 - 2008
AIG October 2006 - September 2007
AIG October 2000 - September 2007
AIG November 2000 - October 2006
Skills
Retirement Planning, 401k, Retirement, Financial Services, Employee Benefits
Education
University of Houston 1995 — 2000
I/O Psychology, Psychology, French
Chez Auxier September 2007 - Present
VALIC 2000 - 2008
AIG October 2006 - September 2007
AIG October 2000 - September 2007
AIG November 2000 - October 2006
Skills
Retirement Planning, 401k, Retirement, Financial Services, Employee Benefits
Education
University of Houston 1995 — 2000
I/O Psychology, Psychology, French
Sharon Novickas's VALIC Experience July 1977 - July 1999
Job Experienced Upper Management Marketing Professional
Industry Financial Services
Experience
Chicago Greeters June 2002 - Present
VALIC July 1977 - July 1999
Education
University of Illinois at Urbana-Champaign
B.A.
Chicago Greeters June 2002 - Present
VALIC July 1977 - July 1999
Education
University of Illinois at Urbana-Champaign
B.A.
Ann Adams's VALIC Experience May 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
VALIC May 2014 - Present
The Gabor Agency July 2009 - May 2014
Newman Crane Insurance September 2008 - April 2009
Asset Managment Partners/ NFP Securities, Inc. 2007 - June 2008
CNL Securities Corp. September 1998 - February 2006
Skills
Series 7, Series 63, Investments, Alternative Investments, Mutual Funds, Fixed Annuities, Securities, Asset Managment, Asset Allocation, Series 24, Retirement Planning, Portfolio Management, Life Insurance, Wealth Management, Financial Advisory, IRAs, Insurance, Strategic Financial..., Variable Annuities, Uniform Combined State..., Estate Planning, Retirement, 401k, Due Diligence, Disability Insurance, Financial Planners, Finance, Long-term Care, Financial Goals, Wealth Accumulation, Asset Management, Long Term Care Insurance, Financial Planning
Education
University of Central Florida 2007 — 2008
CFP, Certified Financial Planning
University of Central Florida 1994 — 1998
BS, Business Administration, Marketing
VALIC May 2014 - Present
The Gabor Agency July 2009 - May 2014
Newman Crane Insurance September 2008 - April 2009
Asset Managment Partners/ NFP Securities, Inc. 2007 - June 2008
CNL Securities Corp. September 1998 - February 2006
Skills
Series 7, Series 63, Investments, Alternative Investments, Mutual Funds, Fixed Annuities, Securities, Asset Managment, Asset Allocation, Series 24, Retirement Planning, Portfolio Management, Life Insurance, Wealth Management, Financial Advisory, IRAs, Insurance, Strategic Financial..., Variable Annuities, Uniform Combined State..., Estate Planning, Retirement, 401k, Due Diligence, Disability Insurance, Financial Planners, Finance, Long-term Care, Financial Goals, Wealth Accumulation, Asset Management, Long Term Care Insurance, Financial Planning
Education
University of Central Florida 2007 — 2008
CFP, Certified Financial Planning
University of Central Florida 1994 — 1998
BS, Business Administration, Marketing
Kim Thompson, QKA's VALIC Experience July 1997 - April 2005
Job Manager, Implementation Services
Industry Financial Services
Experience
Hewitt Associates, L.L.C. April 2005 - May 2010
VALIC July 1997 - April 2005
J.E.Stone & Associates February 1997 - July 1997
Frost National Bank 1993 - 1997
Skills
Employee Benefits, Training, Analysis, Management, Outsourcing, Defined Benefit, System Administration, Defined Contribution, Management Consulting, Investments, Pensions, Customer Service, Service Delivery
Education
University of Houston 1989 — 1993
Bachelors, Finance and Organizational Behavior & Management
University of Houston 1987 — 1993
Bachelor; Bachelor, Business Administration; Organizational Behavior & Management; Business Administration; Finance
Hewitt Associates, L.L.C. April 2005 - May 2010
VALIC July 1997 - April 2005
J.E.Stone & Associates February 1997 - July 1997
Frost National Bank 1993 - 1997
Skills
Employee Benefits, Training, Analysis, Management, Outsourcing, Defined Benefit, System Administration, Defined Contribution, Management Consulting, Investments, Pensions, Customer Service, Service Delivery
Education
University of Houston 1989 — 1993
Bachelors, Finance and Organizational Behavior & Management
University of Houston 1987 — 1993
Bachelor; Bachelor, Business Administration; Organizational Behavior & Management; Business Administration; Finance
Fran C. Jackson's VALIC Experience August 2012 - February 2014
Job Internal Wholesaler at AIG Financial Distributors
Industry Financial Services
Experience
AIG Financial Distributors February 2014 - Present
VALIC August 2012 - February 2014
AIG Retirement Services March 2008 - August 2012
Morgan Stanley Investment Management November 2006 - January 2008
Skills
Retirement, Series 63, Investment Strategies, Investments, Investment Advisory, Fixed Annuities, Strategic Financial..., IRAs, Financial Services, Employee Benefits, Financial Planners, Financial Advisory, Wealth Accumulation, Financial Modeling, 401k, Series 6, Securities, FINRA, Trading, 529 Plans, Series 65, Finance, Estate Planning, Risk Management, Asset Management, Portfolio Management, Equities, Wealth Management..., 401k Rollovers, Variable Annuities, 403 b, Credit, Income Protection, Life Insurance, Financial Planning
Education
University of Houston 2002 — 2006
B.A.
AIG Financial Distributors February 2014 - Present
VALIC August 2012 - February 2014
AIG Retirement Services March 2008 - August 2012
Morgan Stanley Investment Management November 2006 - January 2008
Skills
Retirement, Series 63, Investment Strategies, Investments, Investment Advisory, Fixed Annuities, Strategic Financial..., IRAs, Financial Services, Employee Benefits, Financial Planners, Financial Advisory, Wealth Accumulation, Financial Modeling, 401k, Series 6, Securities, FINRA, Trading, 529 Plans, Series 65, Finance, Estate Planning, Risk Management, Asset Management, Portfolio Management, Equities, Wealth Management..., 401k Rollovers, Variable Annuities, 403 b, Credit, Income Protection, Life Insurance, Financial Planning
Education
University of Houston 2002 — 2006
B.A.
Rob Dickinson, CFP®'s VALIC Experience 2007 - 2009
Job Product Manager
Industry Financial Services
Experience
First Citizens Bank July 2010 - Present
VALIC 2007 - 2009
State Farm Insurance December 2002 - November 2006
Charles Schwab July 1995 - October 2002
Education
University of Florida 1989 — 1993
B.S., Finance
First Citizens Bank July 2010 - Present
VALIC 2007 - 2009
State Farm Insurance December 2002 - November 2006
Charles Schwab July 1995 - October 2002
Education
University of Florida 1989 — 1993
B.S., Finance
Erica Gahm's VALIC Experience May 2014 - Present
Job Financial Advisor Enroller
Industry Financial Services
Experience
VALIC May 2014 - Present
Tobacco Road Sports Cafe January 2012 - May 2014
Citizen Schools August 2009 - July 2011
Citizen Schools June 2010 - September 2010
Skills
Event Planning
Education
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Psychology
University of Wisconsin-Platteville 2008 — 2008
Study Abroad Term, Spanish
Gaylord High School 2001 — 2005
High School
VALIC May 2014 - Present
Tobacco Road Sports Cafe January 2012 - May 2014
Citizen Schools August 2009 - July 2011
Citizen Schools June 2010 - September 2010
Skills
Event Planning
Education
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Psychology
University of Wisconsin-Platteville 2008 — 2008
Study Abroad Term, Spanish
Gaylord High School 2001 — 2005
High School
Brian Stormont, CFP®'s VALIC Experience May 2010 - June 2012
Job Financial Planner at Insight Wealth Strategies
Industry Financial Services
Experience
Insight Wealth Strategies June 2012 - Present
Valic May 2010 - June 2012
Protective Life 2009 - 2010
SunAmerica 2007 - 2009
The Phoenix Companies 2005 - 2007
Skills
Retirement Planning, Insurance, Retirement, Investments, Fixed Annuities, Series 63, Series 6, Mutual Funds, Series 7, Wealth Management, 401k, Variable Annuities, Life Insurance
Education
University of Denver 1995 — 1999
BS/BA, Finance and Marketing
Insight Wealth Strategies June 2012 - Present
Valic May 2010 - June 2012
Protective Life 2009 - 2010
SunAmerica 2007 - 2009
The Phoenix Companies 2005 - 2007
Skills
Retirement Planning, Insurance, Retirement, Investments, Fixed Annuities, Series 63, Series 6, Mutual Funds, Series 7, Wealth Management, 401k, Variable Annuities, Life Insurance
Education
University of Denver 1995 — 1999
BS/BA, Finance and Marketing
Richard Gutierrez's VALIC Experience May 2009 - May 2013
Job Vice President, Planning and Tools at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
VALIC May 2009 - May 2013
AIG Retirement 2006 - 2009
Van Kampen Funds 1997 - 2000
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Strategic Financial..., Mutual Funds, Series 63, IRAs, 401k, Personal Financial...
Education
University of Houston
BS ISS
Merrill Lynch April 2013 - Present
VALIC May 2009 - May 2013
AIG Retirement 2006 - 2009
Van Kampen Funds 1997 - 2000
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Strategic Financial..., Mutual Funds, Series 63, IRAs, 401k, Personal Financial...
Education
University of Houston
BS ISS
Brenda Simmons's VALIC Experience 2002 - Present
Job SVP, Operations at VALIC
Industry Financial Services
Experience
VALIC 2002 - Present
Education
University of Massachusetts, Amherst 1977 — 1981
B.S.
VALIC 2002 - Present
Education
University of Massachusetts, Amherst 1977 — 1981
B.S.
Evan Salomon's VALIC Experience 2010 - 2012
Job Sales Professional
Industry Automotive
Experience
VALIC 2010 - 2012
Fidelity Investments 2004 - 2009
Smith Barney 2002 - 2003
Fidelity Investments 1999 - 2002
Raymond James & Assoc 1997 - 1999
Charles Schwab & Co. Inc. 1995 - 1997
Charles Schwab & Co. Inc 1993 - 1995
Charles Schwab & Co. Inc. 1990 - 1993
Education
University of Florida 1984 — 1988
Political Science
VALIC 2010 - 2012
Fidelity Investments 2004 - 2009
Smith Barney 2002 - 2003
Fidelity Investments 1999 - 2002
Raymond James & Assoc 1997 - 1999
Charles Schwab & Co. Inc. 1995 - 1997
Charles Schwab & Co. Inc 1993 - 1995
Charles Schwab & Co. Inc. 1990 - 1993
Education
University of Florida 1984 — 1988
Political Science
Scott Connor, MBA, CFA, CFP®'s VALIC Experience March 2009 - November 2009
Job Vice President and Investment Strategist at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank June 2013 - Present
Holland Financial February 2011 - June 2013
Jackson Wealth Management November 2009 - February 2011
VALIC March 2009 - November 2009
Charles Schwab April 1999 - December 2008
Skills
Investment Strategies, Investments, Portfolio Management, Asset Allocation, Wealth Management..., Wealth Management
Education
University of Mississippi
Master of Business Administration (M.B.A.)
SunTrust Bank June 2013 - Present
Holland Financial February 2011 - June 2013
Jackson Wealth Management November 2009 - February 2011
VALIC March 2009 - November 2009
Charles Schwab April 1999 - December 2008
Skills
Investment Strategies, Investments, Portfolio Management, Asset Allocation, Wealth Management..., Wealth Management
Education
University of Mississippi
Master of Business Administration (M.B.A.)
David Mann, CFP®'s VALIC Experience November 2000 - November 2011
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. September 2013 - Present
The Mutual Fund Store December 2011 - January 2013
VALIC November 2000 - November 2011
Matthews Paint Division of PPG Industries 1997 - 2000
Mann and Associates 1992 - 1997
Education
University of Georgia - Terry College of Business 1988 — 1992
Business Administration, Finance
Ronald Blue & Co. September 2013 - Present
The Mutual Fund Store December 2011 - January 2013
VALIC November 2000 - November 2011
Matthews Paint Division of PPG Industries 1997 - 2000
Mann and Associates 1992 - 1997
Education
University of Georgia - Terry College of Business 1988 — 1992
Business Administration, Finance
Stephanie Clements Jones's VALIC Experience November 2011 - October 2012
Job Financial Advisor at BBVA Compass Investment Solutions
Industry Financial Services
Experience
BBVA Compass Investment Solutions October 2012 - Present
VALIC November 2011 - October 2012
USAA October 2009 - September 2010
Morgan Keegan May 2008 - April 2009
Skills
Investments, Retirement Planning, Fixed Annuities, Finance, Strategic Financial..., Wealth Management, Strategic Planning, Financial Planning
Education
University of West Florida - College of Business 2011 — 2013
MBA, Finance
University of Louisville 1999 — 2005
BA
BBVA Compass Investment Solutions October 2012 - Present
VALIC November 2011 - October 2012
USAA October 2009 - September 2010
Morgan Keegan May 2008 - April 2009
Skills
Investments, Retirement Planning, Fixed Annuities, Finance, Strategic Financial..., Wealth Management, Strategic Planning, Financial Planning
Education
University of West Florida - College of Business 2011 — 2013
MBA, Finance
University of Louisville 1999 — 2005
BA
Chester Mendoza's VALIC Experience March 2012 - Present
Job Senior Analyst at VALIC
Industry Human Resources
Experience
VALIC March 2012 - Present
G&A Partners September 2006 - March 2012
Walgreens March 2003 - September 2006
Skills
Access, Microsoft Excel, Human Resources, Analysis, Strategic Planning, Microsoft Office, Customer Service, Accounting, Employee Benefits, PowerPoint, Data Analysis, HRIS
Education
University of Houston-Downtown 1999 — 2003
Computer Information Systems, Business
VALIC March 2012 - Present
G&A Partners September 2006 - March 2012
Walgreens March 2003 - September 2006
Skills
Access, Microsoft Excel, Human Resources, Analysis, Strategic Planning, Microsoft Office, Customer Service, Accounting, Employee Benefits, PowerPoint, Data Analysis, HRIS
Education
University of Houston-Downtown 1999 — 2003
Computer Information Systems, Business
Kathryn Crowder's VALIC Experience October 2000 - May 2004
Job Retired March 2013 at American General Life Companies is now part of the AIG Family!
Industry Insurance
Experience
American General Life Companies is now part of the AIG Family! March 2013 - Present
American General Life Companies March 2011 - Present
American General Life Companies June 2007 - Present
American General Life Companies June 2004 - Present
VALIC October 2000 - May 2004
Burlington Northern Santa Fe Railroad April 1992 - November 1996
Skills
Claim, Microsoft Excel, Risk Management, Access, Employee Benefits, Insurance, Reinsurance, Financial Analysis, Process Improvement, Strategic Financial..., Customer Service, Accounting, Financial Reporting, Business Analysis, Sarbanes-Oxley Act, Analysis, PeopleSoft, Forecasting, Internal Controls
Education
University of Houston
American General Life Companies is now part of the AIG Family! March 2013 - Present
American General Life Companies March 2011 - Present
American General Life Companies June 2007 - Present
American General Life Companies June 2004 - Present
VALIC October 2000 - May 2004
Burlington Northern Santa Fe Railroad April 1992 - November 1996
Skills
Claim, Microsoft Excel, Risk Management, Access, Employee Benefits, Insurance, Reinsurance, Financial Analysis, Process Improvement, Strategic Financial..., Customer Service, Accounting, Financial Reporting, Business Analysis, Sarbanes-Oxley Act, Analysis, PeopleSoft, Forecasting, Internal Controls
Education
University of Houston
Mamta Rai's VALIC Experience 2010 - 2014
Job Financial Advisor at Securitiesamerica
Industry Accounting
Experience
Securities America 2014 - Present
VALIC 2010 - 2014
Skills
Finance, Financial Planning, Financial Analysis, Risk Management, Retirement Planning, Wealth Management, Retirement, Financial Advisory, Mutual Funds, Employee Benefits
Education
University of Houston-Clear Lake 2007 — 2009
Securities America 2014 - Present
VALIC 2010 - 2014
Skills
Finance, Financial Planning, Financial Analysis, Risk Management, Retirement Planning, Wealth Management, Retirement, Financial Advisory, Mutual Funds, Employee Benefits
Education
University of Houston-Clear Lake 2007 — 2009
Harry Bragg's VALIC Experience January 1998 - November 1999
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Oracle Corporation 2005 - 2009
VALIC January 1998 - November 1999
American General Life Insurance Company April 1985 - December 1997
Skills
Requirements Analysis, Business Analysis, Software Project..., SDLC, SOA, Requirements Gathering, Oracle, Agile Methodologies, Business Intelligence, Integration, SQL, XML, Pre-sales, Web Services, Business Process...
Education
University of Maryland College Park
Bachelor of Science (BS), Mathematics
Oracle Corporation 2005 - 2009
VALIC January 1998 - November 1999
American General Life Insurance Company April 1985 - December 1997
Skills
Requirements Analysis, Business Analysis, Software Project..., SDLC, SOA, Requirements Gathering, Oracle, Agile Methodologies, Business Intelligence, Integration, SQL, XML, Pre-sales, Web Services, Business Process...
Education
University of Maryland College Park
Bachelor of Science (BS), Mathematics
Nashid Shabazz's VALIC Experience May 2012 - January 2014
Job Software Engineer at BPM Microsystems
Industry Computer Software
Experience
BPM Microsystems July 2014 - Present
Leapforce June 2014 - July 2014
Colt International LLC. March 2014 - June 2014
VALIC May 2012 - January 2014
Home-based business April 2000 - September 2010
Skills
Writing, Editing, PowerPoint, Access, Word, Excel, Customer Service, Visual Basic, Microsoft Office, HTML, Research, Java, Windows, C++, PHP, JavaScript, C, Linux, SQL, Problem Solving, MySQL, XML, Programming, C#, Operating Systems, Web Development, Web Design, Technical Writing, Databases, Troubleshooting, Documentation, Spanish
Education
University of Houston 2005 — 2012
Bachelors, Computer Science, 3.03
Jersey Village High School 2000 — 2002
High School Diploma
BPM Microsystems July 2014 - Present
Leapforce June 2014 - July 2014
Colt International LLC. March 2014 - June 2014
VALIC May 2012 - January 2014
Home-based business April 2000 - September 2010
Skills
Writing, Editing, PowerPoint, Access, Word, Excel, Customer Service, Visual Basic, Microsoft Office, HTML, Research, Java, Windows, C++, PHP, JavaScript, C, Linux, SQL, Problem Solving, MySQL, XML, Programming, C#, Operating Systems, Web Development, Web Design, Technical Writing, Databases, Troubleshooting, Documentation, Spanish
Education
University of Houston 2005 — 2012
Bachelors, Computer Science, 3.03
Jersey Village High School 2000 — 2002
High School Diploma
Craig Colvin, CPA's VALIC Experience
Job Director AGRS Planning at VALIC
Industry Financial Services
Experience
VALIC
Skills
Financial Reporting, Strategic Financial..., Fixed Annuities, Financial Modeling, Insurance, Investments, Financial Analysis, Managerial Finance
Education
University of Houston 1990 — 1993
MBA
University of Houston
BBA, Accounting
VALIC
Skills
Financial Reporting, Strategic Financial..., Fixed Annuities, Financial Modeling, Insurance, Investments, Financial Analysis, Managerial Finance
Education
University of Houston 1990 — 1993
MBA
University of Houston
BBA, Accounting
Matthew Roberts, CFS,CAS's VALIC Experience June 2002 - Present
Job Senior Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC June 2002 - Present
Skills
Uniform Combined State..., Retirement, Retirement Planning, Fixed Annuities, Series 7
Education
University of Florida
Finance
VALIC June 2002 - Present
Skills
Uniform Combined State..., Retirement, Retirement Planning, Fixed Annuities, Series 7
Education
University of Florida
Finance
Matthew Walden's VALIC Experience April 2004 - May 2011
Job Financial Professional
Industry Financial Services
Experience
Microsoft May 2011 - Present
VALIC April 2004 - May 2011
Skills
Retirement Planning, Retirement Income..., Series 7, Financial Planning, Investment Advisory, Mutual Funds
Education
University of Florida 2001 — 2003
Microsoft May 2011 - Present
VALIC April 2004 - May 2011
Skills
Retirement Planning, Retirement Income..., Series 7, Financial Planning, Investment Advisory, Mutual Funds
Education
University of Florida 2001 — 2003
Robert Dailey's VALIC Experience June 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
VALIC June 2014 - Present
Wells Fargo September 2002 - June 2014
Skills
Financial Planning, Retirement Plan..., Financial Services, Investment Strategies, Retirement Income..., Financial Analysis, Retirement Planning, Investments, Retirement Savings, Customer Service, Qualified Retirement..., Sales, Mortgage Industry
Education
University of Maryland University College 2008 — 2012
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business 1998 — 2002
Bachelor's Degree, Finance & Marketing
University of Maryland College Park 1998 — 2002
VALIC June 2014 - Present
Wells Fargo September 2002 - June 2014
Skills
Financial Planning, Retirement Plan..., Financial Services, Investment Strategies, Retirement Income..., Financial Analysis, Retirement Planning, Investments, Retirement Savings, Customer Service, Qualified Retirement..., Sales, Mortgage Industry
Education
University of Maryland University College 2008 — 2012
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business 1998 — 2002
Bachelor's Degree, Finance & Marketing
University of Maryland College Park 1998 — 2002
Matthew B. Roberts, CFS,CAS's VALIC Experience June 2002 - Present
Job Senior Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC June 2002 - Present
Education
University of Florida - Warrington College of Business Administration
VALIC June 2002 - Present
Education
University of Florida - Warrington College of Business Administration
GREG SAVAGE's VALIC Experience 2007 - 2007
Job RELATIONSHIP MANAGER/CONSUMER AND COMMERICAL LENDER
Industry Financial Services
Experience
First Citizens Bank & Trust of South Carolina 2007 - Present
VALIC 2007 - 2007
Independent Insurance Agent 2003 - 2007
THE BANK OF TOCCOA April 1998 - May 2003
Skills
Mortgage, Consumer Lending, Banking, Mortgage Lending, Loans, Commercial Lending, Strategic Financial..., Credit Analysis, Marketing, Finance, Relationship Management, Sales, Credit Risk, Credit, Insurance, Leadership, Retail Banking, Cash Flow, Small Business Lending, Financial Analysis, Risk Management, Cash Management, Lines Of Credit, Commercial Banking, Portfolio Management, Private Banking, Underwriting
Education
University of Georgia - Terry College of Business 1984 — 1986
BBA, BANKING AND FINANCE
First Citizens Bank & Trust of South Carolina 2007 - Present
VALIC 2007 - 2007
Independent Insurance Agent 2003 - 2007
THE BANK OF TOCCOA April 1998 - May 2003
Skills
Mortgage, Consumer Lending, Banking, Mortgage Lending, Loans, Commercial Lending, Strategic Financial..., Credit Analysis, Marketing, Finance, Relationship Management, Sales, Credit Risk, Credit, Insurance, Leadership, Retail Banking, Cash Flow, Small Business Lending, Financial Analysis, Risk Management, Cash Management, Lines Of Credit, Commercial Banking, Portfolio Management, Private Banking, Underwriting
Education
University of Georgia - Terry College of Business 1984 — 1986
BBA, BANKING AND FINANCE
Swiyyah Azeez's VALIC Experience August 2011 - August 2013
Job Customer Service
Industry Government Administration
Experience
Synchrogistics, LLC October 2013 - Present
Synchrogistics, LLC October 2013 - Present
VALIC August 2011 - August 2013
Harris County Toll Road Author November 2008 - August 2011
Skills
Microsoft Office, Customer Service, Project Management, Microsoft Excel, Change Management, Microsoft Word, Program Management, Research, Government, PowerPoint, Public Speaking, Management, Process Scheduler, Call Centers
Education
University of Houston-Downtown 2014 — 2017
N/A
Lonestar College 2010 — 2013
N/A, Business Administration and Management, General
Synchrogistics, LLC October 2013 - Present
Synchrogistics, LLC October 2013 - Present
VALIC August 2011 - August 2013
Harris County Toll Road Author November 2008 - August 2011
Skills
Microsoft Office, Customer Service, Project Management, Microsoft Excel, Change Management, Microsoft Word, Program Management, Research, Government, PowerPoint, Public Speaking, Management, Process Scheduler, Call Centers
Education
University of Houston-Downtown 2014 — 2017
N/A
Lonestar College 2010 — 2013
N/A, Business Administration and Management, General
Karen Olsen's VALIC Experience 2000 - 2002
Job Regional Vice President at Ascensus
Industry Financial Services
Experience
Ascensus August 2011 - Present
Mutual of America June 2010 - July 2011
ADP October 2002 - January 2009
VALIC 2000 - 2002
Skills
Series 63, Retirement Planning, Fixed Annuities, Series 6, Asset Allocation, Retirement Plan..., Employee Benefits, Investments, Insurance, Securities, Profit Sharing, Financial Services, IRAs, Financial Advisory, FINRA
Education
University of Louisville
B.A., Political Science
Ascensus August 2011 - Present
Mutual of America June 2010 - July 2011
ADP October 2002 - January 2009
VALIC 2000 - 2002
Skills
Series 63, Retirement Planning, Fixed Annuities, Series 6, Asset Allocation, Retirement Plan..., Employee Benefits, Investments, Insurance, Securities, Profit Sharing, Financial Services, IRAs, Financial Advisory, FINRA
Education
University of Louisville
B.A., Political Science
Manuel Medeles's VALIC Experience August 1999 - November 2012
Job Marketing Communications | Digital Marketing | Brand Marketing | Marketing Director | Integrated Marketing
Industry Marketing and Advertising
Experience
Protective Life December 2012 - July 2015
VALIC August 1999 - November 2012
ADVO, Inc October 1996 - July 1999
Skills
Direct Marketing, Marketing Communications, Corporate Communications, B2B Marketing, Marketing Management, Advertising, Account Management, Marketing, Market Research, Project Management, Strategic Communications, Marketing Strategy, Digital Project..., Digital Asset Management, Email Marketing, B2C Marketing, Team Leadership, Strategic Planning, Cross-functional..., Cross-functional Team..., Microsoft Office, Website Development, Process Improvement, Financial Services, Strategy, Management, Product Management, Sales, Corporate Branding, B2C marketing, Direct Mail, Leadership, Insurance, Mutual Funds, Integrated Marketing, Digital Marketing
Education
University of Houston
B.S., Psychology
Protective Life December 2012 - July 2015
VALIC August 1999 - November 2012
ADVO, Inc October 1996 - July 1999
Skills
Direct Marketing, Marketing Communications, Corporate Communications, B2B Marketing, Marketing Management, Advertising, Account Management, Marketing, Market Research, Project Management, Strategic Communications, Marketing Strategy, Digital Project..., Digital Asset Management, Email Marketing, B2C Marketing, Team Leadership, Strategic Planning, Cross-functional..., Cross-functional Team..., Microsoft Office, Website Development, Process Improvement, Financial Services, Strategy, Management, Product Management, Sales, Corporate Branding, B2C marketing, Direct Mail, Leadership, Insurance, Mutual Funds, Integrated Marketing, Digital Marketing
Education
University of Houston
B.S., Psychology
Reena Rauniyar's VALIC Experience 1997 - 1998
Job Senior Manager, Risk Advisory Services at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors April 2003 - December 2014
Enron September 2000 - December 2001
PricewaterhouseCoopers October 1998 - September 2000
VALIC 1997 - 1998
Skills
Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., External Audit, Internal Audit, Sarbanes-Oxley, Finance, Risk Management, Financial Risk, Risk Assessment, Assurance, Auditing, US GAAP, Corporate Governance, Oil & Gas Exploration, Midstream, Manufacturing, Pharmaceutical Industry
Education
University of Houston 1992 — 1996
BBA, Accounting
BDO USA, LLP December 2014 - Present
UHY Advisors April 2003 - December 2014
Enron September 2000 - December 2001
PricewaterhouseCoopers October 1998 - September 2000
VALIC 1997 - 1998
Skills
Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., External Audit, Internal Audit, Sarbanes-Oxley, Finance, Risk Management, Financial Risk, Risk Assessment, Assurance, Auditing, US GAAP, Corporate Governance, Oil & Gas Exploration, Midstream, Manufacturing, Pharmaceutical Industry
Education
University of Houston 1992 — 1996
BBA, Accounting
Shayla Benoit's VALIC Experience June 2013 - Present
Job Senior Pension Administrator at VALIC
Industry Investment Management
Experience
VALIC June 2013 - Present
Invesco January 2009 - June 2013
Invesco June 2006 - January 2009
Invesco June 2004 - June 2006
Skills
Microsoft Office, Series 6, Series 7, Series 66, CRM, RFP Generation, Retirement Plan..., Qualified Retirement..., Retirement Benefits, IRAs, Mutual Funds, Organizational..., Customer Service, Relationship Management, Marketing, Business Development, ERISA, Benchmarking, CRPS, CRPC, 401k, Uniform Combined State..., Retirement
Education
University of Houston 1999 — 2004
Bachelor of Business Administration (BBA), Finance
VALIC June 2013 - Present
Invesco January 2009 - June 2013
Invesco June 2006 - January 2009
Invesco June 2004 - June 2006
Skills
Microsoft Office, Series 6, Series 7, Series 66, CRM, RFP Generation, Retirement Plan..., Qualified Retirement..., Retirement Benefits, IRAs, Mutual Funds, Organizational..., Customer Service, Relationship Management, Marketing, Business Development, ERISA, Benchmarking, CRPS, CRPC, 401k, Uniform Combined State..., Retirement
Education
University of Houston 1999 — 2004
Bachelor of Business Administration (BBA), Finance
Rodney Van Buren's VALIC Experience January 2008 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2008 - Present
The Boat King LLC 2002 - 2008
Greeenbrier Sporting Club 2000 - 2002
Skills
Retirement Planning, Series 7, series 66, Securities, Investments, Mutual Funds, Annuities, College Savings Plans, Uniform Combined State..., Fixed Annuities, Estate Planning, Asset Management, Investment Advisory, Strategic Financial..., Financial Advisory, Series 63, Asset Allocation, 401k Rollovers, Retirement, Long-term Care
Education
University of Central Florida
VALIC January 2008 - Present
The Boat King LLC 2002 - 2008
Greeenbrier Sporting Club 2000 - 2002
Skills
Retirement Planning, Series 7, series 66, Securities, Investments, Mutual Funds, Annuities, College Savings Plans, Uniform Combined State..., Fixed Annuities, Estate Planning, Asset Management, Investment Advisory, Strategic Financial..., Financial Advisory, Series 63, Asset Allocation, 401k Rollovers, Retirement, Long-term Care
Education
University of Central Florida
Wilma Wagner's VALIC Experience May 1995 - September 2001
Job Broker REALTOR
Industry Real Estate
Experience
Wilma Wagner Property September 1997 - Present
AIDS Foundation Houston 2010 - 2012
VALIC May 1995 - September 2001
Skills
Residential Homes, Program Management, Requirements Analysis, Nonprofits, ABR, Sellers, Team Building, Buyers, Leadership, Public Speaking, Project Management, Security, Analysis, Insurance Adjusting, Property, Grants, Fundraising, Real Estate, Marketing, Real Estate Transactions
Education
The Adjuster School 2013 — 2013
Texas Licensed All Line Insurance Adjuster, Insurance Adjusting
University of Houston-Downtown 1987 — 1995
BBA, Computer Information Systems
Wilma Wagner Property September 1997 - Present
AIDS Foundation Houston 2010 - 2012
VALIC May 1995 - September 2001
Skills
Residential Homes, Program Management, Requirements Analysis, Nonprofits, ABR, Sellers, Team Building, Buyers, Leadership, Public Speaking, Project Management, Security, Analysis, Insurance Adjusting, Property, Grants, Fundraising, Real Estate, Marketing, Real Estate Transactions
Education
The Adjuster School 2013 — 2013
Texas Licensed All Line Insurance Adjuster, Insurance Adjusting
University of Houston-Downtown 1987 — 1995
BBA, Computer Information Systems
Erica Jamay Proctor's VALIC Experience August 2011 - September 2012
Job Treasury Analyst at AIG
Industry Banking
Experience
Glazer's Inc November 2014 - Present
AIG September 2012 - October 2014
Beef O'Brady's March 2006 - October 2014
VALIC August 2011 - September 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Restaurants, Sales, Time Management, Treasury Services, New Account Opening, Digital Signatures, Mergers & Acquisitions, Name Change, Training, Domestic Relations, International Relations
Education
West Texas A&M University 2004 — 2011
Bachelor of Science (BS), Mathematics
University of Canterbury 2009 — 2009
Mathematics and Maori Studies
Glazer's Inc November 2014 - Present
AIG September 2012 - October 2014
Beef O'Brady's March 2006 - October 2014
VALIC August 2011 - September 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Restaurants, Sales, Time Management, Treasury Services, New Account Opening, Digital Signatures, Mergers & Acquisitions, Name Change, Training, Domestic Relations, International Relations
Education
West Texas A&M University 2004 — 2011
Bachelor of Science (BS), Mathematics
University of Canterbury 2009 — 2009
Mathematics and Maori Studies
Christopher Crowell's VALIC Experience July 2013 - Present
Job Sr. Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2013 - Present
Waddell & Reed September 2010 - July 2013
T Rowe Price May 1996 - August 2010
Skills
Series 7, Mutual Funds, Relationship Management, Investment Strategies, Public Speaking, Organizational..., Series 66, Life Insurance, Organizational..., Economics, Stock Market, Customer Service, Territory..., MBA, 401k, Uniform Combined State..., Small Business, Retirement Planning
Education
University of Miami - School of Business 2008 — 2010
MBA, Organizational Development
VALIC July 2013 - Present
Waddell & Reed September 2010 - July 2013
T Rowe Price May 1996 - August 2010
Skills
Series 7, Mutual Funds, Relationship Management, Investment Strategies, Public Speaking, Organizational..., Series 66, Life Insurance, Organizational..., Economics, Stock Market, Customer Service, Territory..., MBA, 401k, Uniform Combined State..., Small Business, Retirement Planning
Education
University of Miami - School of Business 2008 — 2010
MBA, Organizational Development
Dorothy Sperry, MBA's VALIC Experience October 2003 - December 2008
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Vice President, Retirement Benefit GroupAXA AdvisorsDecember 2008 - April 2011
VALIC October 2003 - December 2008
Education
University of Florida 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General, 3.6
NC State University 1988 — 1994
Batchelor of Science, Electrical Engineering
Fidelity Investments Vice President, Retirement Benefit GroupAXA AdvisorsDecember 2008 - April 2011
VALIC October 2003 - December 2008
Education
University of Florida 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General, 3.6
NC State University 1988 — 1994
Batchelor of Science, Electrical Engineering
Kathryn Pearce's VALIC Experience September 1996 - May 2000
Job Director Mutual Fund Accounting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2008 - March 2013
SunAmerica May 2000 - December 2007
VALIC September 1996 - May 2000
Skills
Investments, Financial Reporting, Accounting, Equities, Fixed Income, Mutual Funds, Fund Administration, Account Reconciliation, Valuation, Management, Funding
Education
University of Houston-Downtown 1988 — 1993
Bachelor of Arts (B.A.), Accounting
Fidelity Investments January 2008 - March 2013
SunAmerica May 2000 - December 2007
VALIC September 1996 - May 2000
Skills
Investments, Financial Reporting, Accounting, Equities, Fixed Income, Mutual Funds, Fund Administration, Account Reconciliation, Valuation, Management, Funding
Education
University of Houston-Downtown 1988 — 1993
Bachelor of Arts (B.A.), Accounting
Joe Boswell's VALIC Experience November 1985 - Present
Job Sr. Business Analyst at VALIC
Industry Financial Services
Experience
VALIC November 1985 - Present
Skills
Business Analysis
Education
University of Houston 1986 — 1989
Bachelor of Science (BS), Biology, General
VALIC November 1985 - Present
Skills
Business Analysis
Education
University of Houston 1986 — 1989
Bachelor of Science (BS), Biology, General
Sonia Sharifi's VALIC Experience February 1997 - April 2000
Job Certified Public Accountant
Industry Government Administration
Experience
County of Santa Clara February 2005 - March 2012
VALIC February 1997 - April 2000
River Oaks Trust Company, Compass Bancshares March 1991 - February 1997
Skills
General Ledger, Accounting, Accounts Payable, Accounts Receivable, Financial Analysis, Payroll, Budget, SAP, Financial Reporting, GAAP, Microsoft Excel, Employee Benefits, Common Trust Funds, Fund Accounting, Tax Reporting, Crystal Reports, Grant Accounting, Budgets, Tax Preparation, Tax Returns, Account Reconciliation, Cost Accounting
Education
University of Houston 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
County of Santa Clara February 2005 - March 2012
VALIC February 1997 - April 2000
River Oaks Trust Company, Compass Bancshares March 1991 - February 1997
Skills
General Ledger, Accounting, Accounts Payable, Accounts Receivable, Financial Analysis, Payroll, Budget, SAP, Financial Reporting, GAAP, Microsoft Excel, Employee Benefits, Common Trust Funds, Fund Accounting, Tax Reporting, Crystal Reports, Grant Accounting, Budgets, Tax Preparation, Tax Returns, Account Reconciliation, Cost Accounting
Education
University of Houston 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Felicia Vaughn's VALIC Experience September 2001 - Present
Job Programmer Analyst at VALIC
Industry Financial Services
Experience
VALIC September 2001 - Present
Exxon Chemical 1999 - 2001
Skills
PMP
Education
University of Houston 1990 — 1992
Bachelor of Science (BS), Business Computer Information Systems
VALIC September 2001 - Present
Exxon Chemical 1999 - 2001
Skills
PMP
Education
University of Houston 1990 — 1992
Bachelor of Science (BS), Business Computer Information Systems
Don Odendahl's VALIC Experience November 2009 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC November 2009 - Present
Education
University of Louisville 1989 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
VALIC November 2009 - Present
Education
University of Louisville 1989 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
Bridgett Vaughns's VALIC Experience January 1999 - Present
Job Plan Coordinator at VALIC
Industry Financial Services
Experience
VALIC January 1999 - Present
Mellon Mortgage Company June 1996 - December 1998
ExxonMobil July 1976 - June 1994
Skills
Account Management, Team Leadership, Mutual Funds, Investments, Retirement Planning
Education
University of Houston
Bachelor of Business Administration (B.B.A.), General Business and Business Management
High School
VALIC January 1999 - Present
Mellon Mortgage Company June 1996 - December 1998
ExxonMobil July 1976 - June 1994
Skills
Account Management, Team Leadership, Mutual Funds, Investments, Retirement Planning
Education
University of Houston
Bachelor of Business Administration (B.B.A.), General Business and Business Management
High School
Shawn Parry's VALIC Experience
Job Vice President at VALIC
Industry Financial Services
Experience
VALIC
Education
University of St. Thomas (TX) 2005 — 2007
Masters, Accounting
University of Mississippi 1991 — 1995
Bachelor, Accounting
VALIC
Education
University of St. Thomas (TX) 2005 — 2007
Masters, Accounting
University of Mississippi 1991 — 1995
Bachelor, Accounting
Alfred Lindow's VALIC Experience Compliance and Administration AssociateTowers PerrinFebruary 1998 - March 2008
Job Sr. Pension Administrator at VALIC
Industry Financial Services
Experience
VALIC Compliance and Administration AssociateTowers PerrinFebruary 1998 - March 2008
Pennzoil Company February 1979 - February 1998
Skills
Pensions, Retirement, Retirement Planning, 401k, Defined Benefit, Financial Services, Insurance
Education
University of Houston
Bachelor of Business Administration (BBA), Production Logististics Management
VALIC Compliance and Administration AssociateTowers PerrinFebruary 1998 - March 2008
Pennzoil Company February 1979 - February 1998
Skills
Pensions, Retirement, Retirement Planning, 401k, Defined Benefit, Financial Services, Insurance
Education
University of Houston
Bachelor of Business Administration (BBA), Production Logististics Management
Brianna Sestito's VALIC Experience November 2012 - July 2013
Job Sales Assistant Graduated University of Central Florida
Industry
Experience
VALIC November 2012 - July 2013
Education
University of Central Florida 2007 — 2012
Bachelor Of Science, Event Management
VALIC November 2012 - July 2013
Education
University of Central Florida 2007 — 2012
Bachelor Of Science, Event Management
shelia bernard's VALIC Experience 1995 - 2009
Job Oil & Energy Professional
Industry Oil & Energy
Experience
British Petroleum 2010 - 2012
VALIC 1995 - 2009
Skills
Graphic Design, Management, Customer Service, Microsoft Word, Call Centers, Project Management
Education
University of Houston-Clear Lake 1985 — 1990
Bachelor of Arts (B.A.)
British Petroleum 2010 - 2012
VALIC 1995 - 2009
Skills
Graphic Design, Management, Customer Service, Microsoft Word, Call Centers, Project Management
Education
University of Houston-Clear Lake 1985 — 1990
Bachelor of Arts (B.A.)
Thomas Shide's VALIC Experience April 2014 - Present
Job Retirement Specialist at VALIC
Industry Restaurants
Experience
VALIC April 2014 - Present
University of Houston June 2007 - December 2009
Skills
Analysis, Reasoning Skills, Listener, Writing, Customer Service, Editing, Reading, Proofreading, Calculations, Project Planning, Strategic Planning, Memorization
Education
University of Houston 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Biochemistry
University of Houston 2007 — 2012
Bachelor of Arts (B.A.), History
VALIC April 2014 - Present
University of Houston June 2007 - December 2009
Skills
Analysis, Reasoning Skills, Listener, Writing, Customer Service, Editing, Reading, Proofreading, Calculations, Project Planning, Strategic Planning, Memorization
Education
University of Houston 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Biochemistry
University of Houston 2007 — 2012
Bachelor of Arts (B.A.), History
Darius Ahmadi's VALIC Experience July 2008 - Present
Job Desktop Support Technician at VALIC
Industry Financial Services
Experience
VALIC July 2008 - Present
Skills
Troubleshooting, Windows 7, Windows XP Pro, Windows Vista, Apple Macintosh, laptop support, blackberry support, desktop support, printer support, VPN, 4Sight, Lotus Notes, LANDesk, Citrix, Databases, Asset Managment, Inventory Management, MS Office, Safeboot, MS SQL Server 2005, Visual Basic .NET 2005, Service Now, JavaScript, McAfee Antivirus, DLP, Remedy Ticketing System, Malwarebytes, AVG, Active Directory, adobe reader, Adobe Acrobat, Java, Disaster Recovery, Email, Internet Explorer, Mozilla, Google Chrome, Information Security, Network Security, Microsoft Excel, Microsoft Word, Outlook, Modems, Routers, Novell, PeopleSoft, Printers, Quality Assurance, TCP/IP, VMware
Education
University of Houston 2004 — 2008
Bachelor of Science (B.S.), Information Systems Technology
VALIC July 2008 - Present
Skills
Troubleshooting, Windows 7, Windows XP Pro, Windows Vista, Apple Macintosh, laptop support, blackberry support, desktop support, printer support, VPN, 4Sight, Lotus Notes, LANDesk, Citrix, Databases, Asset Managment, Inventory Management, MS Office, Safeboot, MS SQL Server 2005, Visual Basic .NET 2005, Service Now, JavaScript, McAfee Antivirus, DLP, Remedy Ticketing System, Malwarebytes, AVG, Active Directory, adobe reader, Adobe Acrobat, Java, Disaster Recovery, Email, Internet Explorer, Mozilla, Google Chrome, Information Security, Network Security, Microsoft Excel, Microsoft Word, Outlook, Modems, Routers, Novell, PeopleSoft, Printers, Quality Assurance, TCP/IP, VMware
Education
University of Houston 2004 — 2008
Bachelor of Science (B.S.), Information Systems Technology
Mona (JSC-CA) Lam's VALIC Experience January 1995 - January 1997
Job Software Development Manager at SAIC
Industry Information Technology and Services
Experience
SAIC February 1997 - Present
VALIC January 1995 - January 1997
Skills
Managing Software..., Project Management, Personnel Management, Microsoft SQL Server, Microsoft Office, Program Management, Integration, Software Development, Testing, Systems Engineering, Security Clearance, Requirements Analysis, DoD, Web Applications, Business Analysis, Technical Support, Aerospace
Education
University of Houston 1990 — 1994
Bachelor of Business Administration - MIS
SAIC February 1997 - Present
VALIC January 1995 - January 1997
Skills
Managing Software..., Project Management, Personnel Management, Microsoft SQL Server, Microsoft Office, Program Management, Integration, Software Development, Testing, Systems Engineering, Security Clearance, Requirements Analysis, DoD, Web Applications, Business Analysis, Technical Support, Aerospace
Education
University of Houston 1990 — 1994
Bachelor of Business Administration - MIS
Dale Godboldo's VALIC Experience March 2012 - June 2013
Job Financial Advisor
Industry Financial Services
Experience
Elite Advisors-Plano, Tx. April 2015 - Present
VALIC March 2012 - June 2013
JPMorgan Chase December 2006 - June 2010
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Banking, Equities, Asset Management, Mortgage Lending
Education
University of Detroit Mercy 1975 — 1981
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Elite Advisors-Plano, Tx. April 2015 - Present
VALIC March 2012 - June 2013
JPMorgan Chase December 2006 - June 2010
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Banking, Equities, Asset Management, Mortgage Lending
Education
University of Detroit Mercy 1975 — 1981
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Christopher Machado's VALIC Experience February 2013 - June 2013
Job Analyst at Situs
Industry Commercial Real Estate
Experience
Situs August 2014 - Present
Boxer Property September 2013 - July 2014
VALIC February 2013 - June 2013
Cloud Agency Management Software September 2010 - February 2013
Skills
Financial Analysis, Financial Reporting, Yardi Voyager, Finance, Loan Servicing, Financial Modeling, Microsoft Excel, PowerPoint, Real Estate Due..., Commercial Real Estate, Interpersonal Skill, Sales, Financial Services, Entrepreneurship
Education
University of Houston, C.T. Bauer College of Business 2008 — 2012
Bachelor's Degree, Finance
Situs August 2014 - Present
Boxer Property September 2013 - July 2014
VALIC February 2013 - June 2013
Cloud Agency Management Software September 2010 - February 2013
Skills
Financial Analysis, Financial Reporting, Yardi Voyager, Finance, Loan Servicing, Financial Modeling, Microsoft Excel, PowerPoint, Real Estate Due..., Commercial Real Estate, Interpersonal Skill, Sales, Financial Services, Entrepreneurship
Education
University of Houston, C.T. Bauer College of Business 2008 — 2012
Bachelor's Degree, Finance
Valeria Collins's VALIC Experience 2013 - 2015
Job Financial Services Professional
Industry Financial Services
Experience
VALIC 2013 - 2015
Education
University of California, Irvine 2003 — 2006
Bachelor's degree, International/Global Studies and Education
VALIC 2013 - 2015
Education
University of California, Irvine 2003 — 2006
Bachelor's degree, International/Global Studies and Education
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO