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,
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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
Adele Beckwith Adele Beckwith's VALIC Experience 2010 - 2013
Job Licensed Agent
Industry Insurance
Experience
GetInsured November 2013 - March 2015
VALIC 2010 - 2013
Skills
English, Microsoft Excel, Leadership, Retirement Planning, Mutual Funds, Finance, Process Improvement, Team Building, Insurance, Management, Program Management, Financial Planning, Investments
Education
University of Phoenix 2005 — 2006
Mediation Certification
Washington State University
Bachelor of Arts (B.A.), English Language and Literature, General
GetInsured November 2013 - March 2015
VALIC 2010 - 2013
Skills
English, Microsoft Excel, Leadership, Retirement Planning, Mutual Funds, Finance, Process Improvement, Team Building, Insurance, Management, Program Management, Financial Planning, Investments
Education
University of Phoenix 2005 — 2006
Mediation Certification
Washington State University
Bachelor of Arts (B.A.), English Language and Literature, General
Kathleen Bourikas Kathleen Bourikas's VALIC Experience July 2011 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2011 - Present
MCCS June 2010 - July 2011
H.D. Vest Investment Services November 2001 - July 2011
Skills
Series 7, Wealth Management, 529 Plans, Wealth Management..., Investment Advisory, IRAs, Financial Planners, Uniform Combined State..., Retirement Planning, 401k Rollovers, Asset Management, Series 24, Mutual Funds, Series 63, Strategic Financial..., Retirement, ETFs, Estate Planning, Life Insurance, Financial Advisory, Investments, Asset Allocation, Alternative Investments, Investment Management, Fixed Annuities, Series 65, Wealth Accumulation, 401k, FINRA, Personal Financial..., Series 6, Portfolio Management, Securities, Investment Strategies, Wealth
Education
UNLV 1985 — 1988
Twentynine Palms High School 1981 — 1985
VALIC July 2011 - Present
MCCS June 2010 - July 2011
H.D. Vest Investment Services November 2001 - July 2011
Skills
Series 7, Wealth Management, 529 Plans, Wealth Management..., Investment Advisory, IRAs, Financial Planners, Uniform Combined State..., Retirement Planning, 401k Rollovers, Asset Management, Series 24, Mutual Funds, Series 63, Strategic Financial..., Retirement, ETFs, Estate Planning, Life Insurance, Financial Advisory, Investments, Asset Allocation, Alternative Investments, Investment Management, Fixed Annuities, Series 65, Wealth Accumulation, 401k, FINRA, Personal Financial..., Series 6, Portfolio Management, Securities, Investment Strategies, Wealth
Education
UNLV 1985 — 1988
Twentynine Palms High School 1981 — 1985
Theresa Krupka Theresa Krupka's VALIC Experience March 2008 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC March 2008 - Present
UPMC December 2005 - March 2008
Skills
Investments, Financial Planning, Long Term Care, Insurance, 401k, Asset Allocation, Financial Advisory, Fixed Annuities, Investment Advisory, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Investment Strategies, Public Speaking, Series 7, Strategic Planning
Education
University of Pittsburgh 2001 — 2005
BS, Biology; Chemistry
VALIC March 2008 - Present
UPMC December 2005 - March 2008
Skills
Investments, Financial Planning, Long Term Care, Insurance, 401k, Asset Allocation, Financial Advisory, Fixed Annuities, Investment Advisory, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Investment Strategies, Public Speaking, Series 7, Strategic Planning
Education
University of Pittsburgh 2001 — 2005
BS, Biology; Chemistry
Ethan Willis Ethan Willis's VALIC Experience January 2010 - March 2013
Job Vice President | Financial Advisor at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
HSBC Private Bank March 2013 - August 2014
VALIC January 2010 - March 2013
Morgan Stanley January 2008 - January 2010
Merrill Lynch January 2006 - January 2008
Anne Arundel County Public Schools January 2004 - January 2005
Skills
Manage Client..., Strategic Financial..., Financial Markets, Investment Advisory, Tax Advisory, Estate Tax Planning, Asset Allocation, Management, Investment Strategies, Trading, Strategic Planning, Investments, Customer Service, Financial Planning, Equities, Marketing, Mutual Funds, Portfolio Management, Wealth Management
Education
University of Rhode Island 1999 — 2004
Bachelor of Arts Degree, English
University of Rhode Island 1999 — 2004
Bachelor of Arts Degree, Education
Citi August 2014 - Present
HSBC Private Bank March 2013 - August 2014
VALIC January 2010 - March 2013
Morgan Stanley January 2008 - January 2010
Merrill Lynch January 2006 - January 2008
Anne Arundel County Public Schools January 2004 - January 2005
Skills
Manage Client..., Strategic Financial..., Financial Markets, Investment Advisory, Tax Advisory, Estate Tax Planning, Asset Allocation, Management, Investment Strategies, Trading, Strategic Planning, Investments, Customer Service, Financial Planning, Equities, Marketing, Mutual Funds, Portfolio Management, Wealth Management
Education
University of Rhode Island 1999 — 2004
Bachelor of Arts Degree, English
University of Rhode Island 1999 — 2004
Bachelor of Arts Degree, Education
Cody Gilbert Cody Gilbert's VALIC Experience 2008 - Present
Job RVP, Career Distribution Wholesaling
Industry Financial Services
Experience
VALIC 2008 - Present
VALIC 2005 - 2008
Charles Schwab 1999 - 2003
Skills
Series 7, Series 63, Retirement Planning, Fixed Annuities, Securities, 401k, Portfolio Management, Investment Advisory, Insurance, Relationship Management, Series 24
Education
University of Phoenix 2002 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
VALIC 2008 - Present
VALIC 2005 - 2008
Charles Schwab 1999 - 2003
Skills
Series 7, Series 63, Retirement Planning, Fixed Annuities, Securities, 401k, Portfolio Management, Investment Advisory, Insurance, Relationship Management, Series 24
Education
University of Phoenix 2002 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Steve Schillereff, CLU, ChFC's VALIC Experience 2009 - 2010
Job Call Center Manager at One Resource Group
Industry Insurance
Experience
One Resource Group March 2014 - Present
JPMorgan Chase December 2013 - March 2014
Innovative Insurance Partners, LLC. October 2011 - September 2013
One Resource Group November 2010 - October 2012
VALIC 2009 - 2010
Farmers Insurance 2003 - March 2008
State Farm Agent 1999 - 2003
Skills
Insurance, General Insurance, IRA's, Retirement, Retirement Planning, 401k, Annuity, Financial Planning, Accident, Series 7, Mutual Funds, Casualty, Brokers, Liability, New Business Development, Agents, Financial Advisory, Annuities, Estate Planning, Term Life Insurance, Fixed Annuities, Pensions, Workers Compensation, Whole Life, Health Insurance, Commercial Insurance, IRAs, Sales, Disability Insurance, Life Insurance, Medicare, Financial Services, Underwriting, Long-term Care, Universal Life, Long Term Care Insurance, Investments, Business Development, Strategic Financial..., Training, Critical Illness, Marketing, Roth IRA, Employee Benefits, Series 63, Wealth Management, Insurance Brokerage, Wealth, Legal Liability, Finance
Education
University of Northern Colorado 1983 — 1989
BSBA, Bus. Admin / Marketing
Series 7, 63
One Resource Group March 2014 - Present
JPMorgan Chase December 2013 - March 2014
Innovative Insurance Partners, LLC. October 2011 - September 2013
One Resource Group November 2010 - October 2012
VALIC 2009 - 2010
Farmers Insurance 2003 - March 2008
State Farm Agent 1999 - 2003
Skills
Insurance, General Insurance, IRA's, Retirement, Retirement Planning, 401k, Annuity, Financial Planning, Accident, Series 7, Mutual Funds, Casualty, Brokers, Liability, New Business Development, Agents, Financial Advisory, Annuities, Estate Planning, Term Life Insurance, Fixed Annuities, Pensions, Workers Compensation, Whole Life, Health Insurance, Commercial Insurance, IRAs, Sales, Disability Insurance, Life Insurance, Medicare, Financial Services, Underwriting, Long-term Care, Universal Life, Long Term Care Insurance, Investments, Business Development, Strategic Financial..., Training, Critical Illness, Marketing, Roth IRA, Employee Benefits, Series 63, Wealth Management, Insurance Brokerage, Wealth, Legal Liability, Finance
Education
University of Northern Colorado 1983 — 1989
BSBA, Bus. Admin / Marketing
Series 7, 63
Patrick Crahen Patrick Crahen's VALIC Experience June 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC June 2014 - Present
Bodie Electric August 2005 - August 2013
Skills
Financial Advisory, Retirement Planning, 403 b, Investment Management, Retirement Savings, Communication, Customer Service, Event Planning, Leadership, Time Management, Public Speaking
Education
University of North Carolina at Greensboro 2010 — 2013
Bachelor of Arts (B.A.), Sociology
VALIC June 2014 - Present
Bodie Electric August 2005 - August 2013
Skills
Financial Advisory, Retirement Planning, 403 b, Investment Management, Retirement Savings, Communication, Customer Service, Event Planning, Leadership, Time Management, Public Speaking
Education
University of North Carolina at Greensboro 2010 — 2013
Bachelor of Arts (B.A.), Sociology
Bruce Gelin Bruce Gelin's VALIC Experience July 2012 - Present
Job VALIC Financial Advisor | Investment Advisor Representative
Industry Financial Services
Experience
VALIC July 2012 - Present
Courtney Paat Insurance Agency October 2005 - July 2012
Blake High School August 2003 - October 2005
Skills
Retirement Planning, Wealth Accumulation, Asset Protection, Insurance, Annuities, Financial Analysis, Disability Insurance, Retirement, Training & Development, Public Speaking, Life Insurance, Long-term Care, IRAs, 401k, Mutual Funds, Investments, College Savings Plans, Roth IRA, Variable Annuities, 401k Rollovers, Series 6, Financial Advisory, Investment Strategies, 529 Plans, Retirement Plan..., Fixed Annuities, Term Life Insurance, Financial Services, Financial Planners, Long Term Care Insurance, Wealth, Financial Planning, Finance, Small Business
Education
University of South Florida 1996 — 2003
Bachelor of Science, Management Information Systems
Faith Christian Center School of Ministry 2010 — 2012
Plantation High School
VALIC July 2012 - Present
Courtney Paat Insurance Agency October 2005 - July 2012
Blake High School August 2003 - October 2005
Skills
Retirement Planning, Wealth Accumulation, Asset Protection, Insurance, Annuities, Financial Analysis, Disability Insurance, Retirement, Training & Development, Public Speaking, Life Insurance, Long-term Care, IRAs, 401k, Mutual Funds, Investments, College Savings Plans, Roth IRA, Variable Annuities, 401k Rollovers, Series 6, Financial Advisory, Investment Strategies, 529 Plans, Retirement Plan..., Fixed Annuities, Term Life Insurance, Financial Services, Financial Planners, Long Term Care Insurance, Wealth, Financial Planning, Finance, Small Business
Education
University of South Florida 1996 — 2003
Bachelor of Science, Management Information Systems
Faith Christian Center School of Ministry 2010 — 2012
Plantation High School
Brian Solomon Brian Solomon's VALIC Experience August 1987 - January 1993
Job President at Solomon Wealth Management
Industry Financial Services
Experience
Solomon Wealth Management March 2005 - Present
Sentra Securities February 2003 - March 2005
LPL Financial Services January 2001 - February 2003
Citigroup March 1996 - January 2001
Oracle 1999 - 2000
Oracle 1999 - 2000
Oracle 1999 - 2000
LPL Financial Services January 1993 - March 1996
VALIC August 1987 - January 1993
Education
University of San Diego 1983 — 1987
BA Finance, Business
Torrey Pines 1978 — 1982
Solomon Wealth Management March 2005 - Present
Sentra Securities February 2003 - March 2005
LPL Financial Services January 2001 - February 2003
Citigroup March 1996 - January 2001
Oracle 1999 - 2000
Oracle 1999 - 2000
Oracle 1999 - 2000
LPL Financial Services January 1993 - March 1996
VALIC August 1987 - January 1993
Education
University of San Diego 1983 — 1987
BA Finance, Business
Torrey Pines 1978 — 1982
Pat Wasp Pat Wasp's VALIC Experience 2004 - Present
Job CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
VALIC 2004 - Present
Oregon Social Learning Center 1991 - 2004
KZEL Radio 1987 - 1990
Skills
Public Speaking, Inspirational Speaking, Education, Personal Finance, Communication, Asset, Retirement, Asset Allocation, Wealth Management, IRAs, Financial Advisory, Fixed Annuities, Investment Strategies, Wealth Accumulation, Series 7, Mutual Funds, Investment Advisory, Retirement Planning, Series 63, 401k Rollovers, Series 65, Long-term Care, Series 6, Variable Annuities, Life Insurance, Motivational Speaking, Leadership, College Savings Plans
Education
University of Oregon - Charles H. Lundquist College of Business 1985 — 1987
Master of Business Administration (MBA), Marketing
University of Oregon 1978 — 1983
Bachelor of Arts (BA), Political Science and Government
VALIC 2004 - Present
Oregon Social Learning Center 1991 - 2004
KZEL Radio 1987 - 1990
Skills
Public Speaking, Inspirational Speaking, Education, Personal Finance, Communication, Asset, Retirement, Asset Allocation, Wealth Management, IRAs, Financial Advisory, Fixed Annuities, Investment Strategies, Wealth Accumulation, Series 7, Mutual Funds, Investment Advisory, Retirement Planning, Series 63, 401k Rollovers, Series 65, Long-term Care, Series 6, Variable Annuities, Life Insurance, Motivational Speaking, Leadership, College Savings Plans
Education
University of Oregon - Charles H. Lundquist College of Business 1985 — 1987
Master of Business Administration (MBA), Marketing
University of Oregon 1978 — 1983
Bachelor of Arts (BA), Political Science and Government
Jonathan Vila's VALIC Experience May 2009 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC May 2009 - Present
Skills
Retirement Planning, Series 7, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Investment Advisory, Fixed Annuities, Investments, Asset Allocation, Series 63, Financial Advisory
Education
University of South Carolina-Columbia 1997 — 2002
VALIC May 2009 - Present
Skills
Retirement Planning, Series 7, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Investment Advisory, Fixed Annuities, Investments, Asset Allocation, Series 63, Financial Advisory
Education
University of South Carolina-Columbia 1997 — 2002
Josh Gould, CFP® Josh Gould, CFP®'s VALIC Experience August 2012 - Present
Job Financial Planner / Investment Advisor Representative
Industry Financial Services
Experience
VALIC August 2012 - Present
MassMutual Financial Group January 2010 - July 2012
Fidelity Investments May 2007 - February 2009
Fidelity Investments January 2004 - May 2007
Fidelity Investments November 2000 - January 2004
Mortgage Banking January 1990 - July 2000
Skills
Retirement Planning, Strategic Financial..., Investment Advisory, Risk Management, Alternative Investments
Education
University of Rochester
Liberal Arts Studies
VALIC August 2012 - Present
MassMutual Financial Group January 2010 - July 2012
Fidelity Investments May 2007 - February 2009
Fidelity Investments January 2004 - May 2007
Fidelity Investments November 2000 - January 2004
Mortgage Banking January 1990 - July 2000
Skills
Retirement Planning, Strategic Financial..., Investment Advisory, Risk Management, Alternative Investments
Education
University of Rochester
Liberal Arts Studies
Kieron Inalsingh, CFP®'s VALIC Experience 2011 - 2013
Job Financial Planner/Owner & Associate Broker/Realtor in IL, IN & MI
Industry Financial Services
Experience
My Wealth Plan Advisor 2013 - Present
Century 21 Universal 2010 - Present
Michigan Lakes Team 2011 - Present
VALIC 2011 - 2013
Genworth Financial Securities Corp / Genworth Financial Advisers Corp 2008 - 2010
Harris Investor Services 2006 - 2008
Wells Fargo 2005 - 2006
Ameriprise Financial 2003 - 2005
Life Treatment Centers, Inc. 2001 - 2003
Merrill Lynch 2000 - 2001
Skills
Investment Properties, Selling, Real Estate, Investments, Short Sales, Strategic Financial..., Residential Homes, Sellers, Holistic Financial..., Uniform Combined State..., Mortgage Lending, Real Estate Transactions, Series 7, General Securities..., Finance, Series 24, Loans, Portfolio Management, Financial Planning
Education
University of Notre Dame 1996 — 2000
St. Mary's College (high school) 1988 — 1996
High School
My Wealth Plan Advisor 2013 - Present
Century 21 Universal 2010 - Present
Michigan Lakes Team 2011 - Present
VALIC 2011 - 2013
Genworth Financial Securities Corp / Genworth Financial Advisers Corp 2008 - 2010
Harris Investor Services 2006 - 2008
Wells Fargo 2005 - 2006
Ameriprise Financial 2003 - 2005
Life Treatment Centers, Inc. 2001 - 2003
Merrill Lynch 2000 - 2001
Skills
Investment Properties, Selling, Real Estate, Investments, Short Sales, Strategic Financial..., Residential Homes, Sellers, Holistic Financial..., Uniform Combined State..., Mortgage Lending, Real Estate Transactions, Series 7, General Securities..., Finance, Series 24, Loans, Portfolio Management, Financial Planning
Education
University of Notre Dame 1996 — 2000
St. Mary's College (high school) 1988 — 1996
High School
Cassie Crespo Cassie Crespo's VALIC Experience June 2012 - Present
Job Marketing Email Blast Coordinator at VALIC
Industry Financial Services
Experience
VALIC June 2012 - Present
VALIC November 2010 - May 2012
Braishfield Associates March 2010 - September 2010
Target December 2009 - March 2010
Edventure Partners Marketing August 2007 - December 2007
Rehabilicare, Inc April 2004 - July 2005
Skills
Marketing, Email Marketing, Customer Service, Direct Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Social Networking, Microsoft Word, Team Leadership, Facebook, Social Media, Marketing Communications, Administrative Office..., Office Administration, Organization, Communication Skills, Comfortable working..., Dependable Team Player, Self-motivated Team..., Highly motivated..., Highly personable, Dedicated Professional, Phone Etiquette, Proofreading, Pinterest, Instagram, Maintaining Strong...
Education
University of South Florida 2007 — 2009
Bachelor of Science (BS), Business Administration and Marketing
Hillsborough Community College 2004 — 2007
Associate of Arts (AA), Business Administration
VALIC June 2012 - Present
VALIC November 2010 - May 2012
Braishfield Associates March 2010 - September 2010
Target December 2009 - March 2010
Edventure Partners Marketing August 2007 - December 2007
Rehabilicare, Inc April 2004 - July 2005
Skills
Marketing, Email Marketing, Customer Service, Direct Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Social Networking, Microsoft Word, Team Leadership, Facebook, Social Media, Marketing Communications, Administrative Office..., Office Administration, Organization, Communication Skills, Comfortable working..., Dependable Team Player, Self-motivated Team..., Highly motivated..., Highly personable, Dedicated Professional, Phone Etiquette, Proofreading, Pinterest, Instagram, Maintaining Strong...
Education
University of South Florida 2007 — 2009
Bachelor of Science (BS), Business Administration and Marketing
Hillsborough Community College 2004 — 2007
Associate of Arts (AA), Business Administration
Morgan Martin's VALIC Experience June 2015 - August 2015
Job Student at University of Oklahoma
Industry Financial Services
Experience
University of Oklahoma August 2011 - Present
VALIC June 2015 - August 2015
Student Success Academy 2012 - 2013
Skills
Microsoft Excel, Public Speaking, Research
Education
University of Oklahoma 2011 — 2015
Bachelor's Degree, Finance and International Business
Cascia Hall 2007 — 2011
High school diploma
University of Oklahoma August 2011 - Present
VALIC June 2015 - August 2015
Student Success Academy 2012 - 2013
Skills
Microsoft Excel, Public Speaking, Research
Education
University of Oklahoma 2011 — 2015
Bachelor's Degree, Finance and International Business
Cascia Hall 2007 — 2011
High school diploma
Jaime Doers Jaime Doers's VALIC Experience January 2013 - Present
Job Financial Advisor at VALIC
Industry Investment Banking
Experience
VALIC January 2013 - Present
JPMorgan Chase December 2002 - March 2012
Karen Moore Agency LLC 2012 - 2012
Winn-Dixie 1992 - 1999
Skills
Series 7, series 66, Life Insurance, P&C License, Retirement, Finance, Mutual Funds, Investments, Financial Planning, Series 63
Education
University of South Florida - College of Business Administration 2005 — 2010
Bachelor's degree, Finance, General
VALIC January 2013 - Present
JPMorgan Chase December 2002 - March 2012
Karen Moore Agency LLC 2012 - 2012
Winn-Dixie 1992 - 1999
Skills
Series 7, series 66, Life Insurance, P&C License, Retirement, Finance, Mutual Funds, Investments, Financial Planning, Series 63
Education
University of South Florida - College of Business Administration 2005 — 2010
Bachelor's degree, Finance, General
Robert J. Fedigan, MBA Robert J. Fedigan, MBA's VALIC Experience August 2013 - November 2013
Job Managing Partner & Financial Consultant at Capital Financial Management Group, LLC
Industry Financial Services
Experience
Capital Financial Management Group, LLC March 2014 - Present
Hanson McClain November 2013 - March 2014
VALIC August 2013 - November 2013
Allstate Financial Services, LLC March 2013 - August 2013
Capital Financial Management Group, LLC February 2002 - February 2013
US Army June 1989 - January 2002
Skills
Financial Planning, Solution Design, Personal Planning, Estate Planning, Management, Financial Planners, Business, 401k, Marketing, Recruiting, Customer Service, Financial Services, Small Business, Strategic Planning, Long-term Care, Business Planning, Insurance, Financial Analysis, Leadership, Team Building, Management Consulting, Business Development, Government, Strategic Financial..., Finance
Education
University of Phoenix 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
University of Phoenix 2006 — 2010
BSB/F, Business Finance, 3.03
Capital Financial Management Group, LLC March 2014 - Present
Hanson McClain November 2013 - March 2014
VALIC August 2013 - November 2013
Allstate Financial Services, LLC March 2013 - August 2013
Capital Financial Management Group, LLC February 2002 - February 2013
US Army June 1989 - January 2002
Skills
Financial Planning, Solution Design, Personal Planning, Estate Planning, Management, Financial Planners, Business, 401k, Marketing, Recruiting, Customer Service, Financial Services, Small Business, Strategic Planning, Long-term Care, Business Planning, Insurance, Financial Analysis, Leadership, Team Building, Management Consulting, Business Development, Government, Strategic Financial..., Finance
Education
University of Phoenix 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
University of Phoenix 2006 — 2010
BSB/F, Business Finance, 3.03
Bruce W Robertson Bruce W Robertson's VALIC Experience October 2013 - Present
Job Financial Advisor at VALIC
Industry Investment Management
Experience
VALIC October 2013 - Present
Sethi Financial Group October 2010 - October 2013
DeWaay Financial Network November 2009 - October 2010
Northwestern Mutual Financial Network November 2002 - November 2009
Household Finance Corporation July 1999 - July 2002
Credit Lending Concepts April 1997 - June 1999
MidContinent Oil and Gas June 1993 - April 1997
Skills
Investments, Mutual Funds, Financial Services, Wealth Management, Wealth, Financial Advisory, Retirement Planning, Securities, Fixed Annuities, Strategic Financial..., Series 7, Retirement, Finance, Series 63, Insurance, Risk Management, Asset Management, Asset Allocation, Investment Advisory, Estate Planning, Portfolio Management, Financial Analysis, Alternative Investments, Investment Strategies, Life Insurance, Private Equity, Financial Planners, Asset Managment, Wealth Management..., Retirement Plan..., Equities, 401k, IRAs, Wealth Accumulation, Registered Investment..., High Net Worth Clients, International..., International Relations, Disability Insurance, Long Term Care Insurance, Employee Benefits, Defined Benefit, Pension Administration, Individual Pension Plans, Group Health Insurance, Individual Health..., Executive Management, High Net Worth..., Financial Planning
Education
West Texas A&M University 1991 — 1993
Business, Music
University of North Texas 1988 — 1991
Accounting and Finance, Saxophone Performance
Trinity HS 1985 — 1988
VALIC October 2013 - Present
Sethi Financial Group October 2010 - October 2013
DeWaay Financial Network November 2009 - October 2010
Northwestern Mutual Financial Network November 2002 - November 2009
Household Finance Corporation July 1999 - July 2002
Credit Lending Concepts April 1997 - June 1999
MidContinent Oil and Gas June 1993 - April 1997
Skills
Investments, Mutual Funds, Financial Services, Wealth Management, Wealth, Financial Advisory, Retirement Planning, Securities, Fixed Annuities, Strategic Financial..., Series 7, Retirement, Finance, Series 63, Insurance, Risk Management, Asset Management, Asset Allocation, Investment Advisory, Estate Planning, Portfolio Management, Financial Analysis, Alternative Investments, Investment Strategies, Life Insurance, Private Equity, Financial Planners, Asset Managment, Wealth Management..., Retirement Plan..., Equities, 401k, IRAs, Wealth Accumulation, Registered Investment..., High Net Worth Clients, International..., International Relations, Disability Insurance, Long Term Care Insurance, Employee Benefits, Defined Benefit, Pension Administration, Individual Pension Plans, Group Health Insurance, Individual Health..., Executive Management, High Net Worth..., Financial Planning
Education
West Texas A&M University 1991 — 1993
Business, Music
University of North Texas 1988 — 1991
Accounting and Finance, Saxophone Performance
Trinity HS 1985 — 1988
Roselle Zigler's VALIC Experience June 2015 - Present
Job at WelldyneRx
Industry Marketing and Advertising
Experience
VALIC June 2015 - Present
WellDyneRx May 2013 - May 2015
The Radiant Group LLC October 2011 - February 2013
Yale Lift Truck of Florida and Georgia June 2010 - June 2011
Everest Marketing Group August 2009 - December 2009
Doosan Infracore International July 2008 - April 2009
Ferman Chevrolet September 2004 - May 2008
Ferman Chevrolet December 2007 - April 2008
Skills
Market Research, Advertising, Event Planning, CRM, Management, Marketing, Microsoft Office, Sales, Social Media Marketing, Leadership, Marketing Strategy, Microsoft Word, Social Media
Education
University of South Florida 2005 — 2008
BA, Communications
Stow Munroe Falls High School 1995 — 1999
VALIC June 2015 - Present
WellDyneRx May 2013 - May 2015
The Radiant Group LLC October 2011 - February 2013
Yale Lift Truck of Florida and Georgia June 2010 - June 2011
Everest Marketing Group August 2009 - December 2009
Doosan Infracore International July 2008 - April 2009
Ferman Chevrolet September 2004 - May 2008
Ferman Chevrolet December 2007 - April 2008
Skills
Market Research, Advertising, Event Planning, CRM, Management, Marketing, Microsoft Office, Sales, Social Media Marketing, Leadership, Marketing Strategy, Microsoft Word, Social Media
Education
University of South Florida 2005 — 2008
BA, Communications
Stow Munroe Falls High School 1995 — 1999
Michael Stovall Michael Stovall's VALIC Experience January 1999 - June 2009
Job Systems Analyst III at Pacific Summit Energy
Industry Information Technology and Services
Experience
Pacific Summit Energy April 2015 - Present
Memorial Hermann Health System September 2013 - April 2015
Reliant Energy April 2010 - September 2013
Cypress Fairbanks ISD June 2009 - April 2010
VALIC January 1999 - June 2009
CompuCom April 1996 - January 1999
Rockland Technology Corporation November 1990 - April 1996
Skills
Business Analysis, CRM, Citrix, Integration, Management, Networking, Process Improvement, Project Management, Servers, Technical Support, Testing, Vendor Management, Windows XP, XP
Education
University of Phoenix 2006 — 2009
Bachelors of Science, Information Technology
University of North Texas 1990 — 1995
Physics/Mathematics
Pacific Summit Energy April 2015 - Present
Memorial Hermann Health System September 2013 - April 2015
Reliant Energy April 2010 - September 2013
Cypress Fairbanks ISD June 2009 - April 2010
VALIC January 1999 - June 2009
CompuCom April 1996 - January 1999
Rockland Technology Corporation November 1990 - April 1996
Skills
Business Analysis, CRM, Citrix, Integration, Management, Networking, Process Improvement, Project Management, Servers, Technical Support, Testing, Vendor Management, Windows XP, XP
Education
University of Phoenix 2006 — 2009
Bachelors of Science, Information Technology
University of North Texas 1990 — 1995
Physics/Mathematics
Veronica Redd Veronica Redd's VALIC Experience May 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
VALIC May 2010 - Present
Farmers Insurance 2009 - 2010
Education
University of Phoenix 2010 — 2012
BS, Finance and Accounting
VALIC May 2010 - Present
Farmers Insurance 2009 - 2010
Education
University of Phoenix 2010 — 2012
BS, Finance and Accounting
Patricia Gossett's VALIC Experience January 2012 - July 2013
Job Benefits Consultant Time Warner Cable
Industry Financial Services
Experience
Enterprise Iron July 2013 - September 2014
VALIC January 2012 - July 2013
Wells Fargo 2003 - 2007
Wells Fargo 2003 - 2007
Wells Fargo 2003 - 2007
Bank of America 1992 - 1994
Bank of America 1992 - 1994
Skills
Process Improvement, MS Project, Project Management, Management, Financial Services, Leadership, Outsourcing, Risk Management, Project Delivery, Relationship Management, Visio, Business Analysis, Mutual Funds
Education
University of North Carolina at Charlotte 1978 — 1981
Bachelor of Science (BS), Biology, General
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Biology, General
Enterprise Iron July 2013 - September 2014
VALIC January 2012 - July 2013
Wells Fargo 2003 - 2007
Wells Fargo 2003 - 2007
Wells Fargo 2003 - 2007
Bank of America 1992 - 1994
Bank of America 1992 - 1994
Skills
Process Improvement, MS Project, Project Management, Management, Financial Services, Leadership, Outsourcing, Risk Management, Project Delivery, Relationship Management, Visio, Business Analysis, Mutual Funds
Education
University of North Carolina at Charlotte 1978 — 1981
Bachelor of Science (BS), Biology, General
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Biology, General
Leslie Weitl Leslie Weitl's VALIC Experience September 2011 - November 2012
Job Field Sales Leader at Horace Mann
Industry Financial Services
Experience
Horace Mann May 2014 - Present
Horace Mann November 2012 - Present
VALIC September 2011 - November 2012
Allstate July 2008 - March 2011
Skills
Fixed Annuities, Life Insurance, Insurance, Series 6, Term Life Insurance, Disability Insurance, Employee Benefits, Health Insurance, Small Business, Property & Casualty..., Customer Service, Sales, Retirement Planning, Leadership
Education
University of Phoenix 2011 — 2013
Associates Degree, Business Administration and Management, General
Horace Mann May 2014 - Present
Horace Mann November 2012 - Present
VALIC September 2011 - November 2012
Allstate July 2008 - March 2011
Skills
Fixed Annuities, Life Insurance, Insurance, Series 6, Term Life Insurance, Disability Insurance, Employee Benefits, Health Insurance, Small Business, Property & Casualty..., Customer Service, Sales, Retirement Planning, Leadership
Education
University of Phoenix 2011 — 2013
Associates Degree, Business Administration and Management, General
Brian Fruendt Brian Fruendt's VALIC Experience November 1999 - October 2008
Job Financial Consultant at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation June 2009 - Present
LPL Finanical October 2008 - June 2009
VALIC November 1999 - October 2008
Skills
Retirement Planning, Wealth Management, Uniform Combined State..., Retirement, Investment Advisory, IRAs, 401k, Mutual Funds, Pensions, Asset Allocation, Investment Strategies, Finance, Series 63, Financial Planning, Securities, Life Insurance, Series 6
Education
University of North Texas 1995 — 1999
Bachelor of Business Administration (B.B.A.), Organizational Behavior Studies and Human Resources Management
National Planning Corporation June 2009 - Present
LPL Finanical October 2008 - June 2009
VALIC November 1999 - October 2008
Skills
Retirement Planning, Wealth Management, Uniform Combined State..., Retirement, Investment Advisory, IRAs, 401k, Mutual Funds, Pensions, Asset Allocation, Investment Strategies, Finance, Series 63, Financial Planning, Securities, Life Insurance, Series 6
Education
University of North Texas 1995 — 1999
Bachelor of Business Administration (B.B.A.), Organizational Behavior Studies and Human Resources Management
Eileen S. Gilchrist, Ph.D. Eileen S. Gilchrist, Ph.D.'s VALIC Experience 1990 - 1993
Job Health Communication and Behavioral Science Researcher, Consultant, and Trainer
Industry Research
Experience
University of Wyoming 2007 - 2013
Center for Risk and Crisis Management - University of Oklahoma 2006 - 2007
University of Oklahoma 2003 - 2007
University of Oklahoma 2005 - 2006
University of Houston 1993 - 2003
VALIC 1990 - 1993
Skills
Research, Corporate Communications, Strategic Communications, Public Health, Health Education, Community Outreach, Nonprofits, Higher Education, Grant Writing, Copy Editing, Journalism, University Teaching, Teaching, Mental Health, Grants, Public Relations, Student Development, Fundraising, Public Speaking, Qualitative Research, Community Development, Program Evaluation, SPSS, Editing, Program Development, Adult Education, Health Communication, College Teaching, Student Affairs, Research Design
Education
University of Oklahoma 2003 — 2009
Doctor of Philosophy (Ph.D.), Health Communication
University of Houston 1994 — 1997
Master of Arts (M.A.), Public Relations/Image Management
University of Wyoming 2007 - 2013
Center for Risk and Crisis Management - University of Oklahoma 2006 - 2007
University of Oklahoma 2003 - 2007
University of Oklahoma 2005 - 2006
University of Houston 1993 - 2003
VALIC 1990 - 1993
Skills
Research, Corporate Communications, Strategic Communications, Public Health, Health Education, Community Outreach, Nonprofits, Higher Education, Grant Writing, Copy Editing, Journalism, University Teaching, Teaching, Mental Health, Grants, Public Relations, Student Development, Fundraising, Public Speaking, Qualitative Research, Community Development, Program Evaluation, SPSS, Editing, Program Development, Adult Education, Health Communication, College Teaching, Student Affairs, Research Design
Education
University of Oklahoma 2003 — 2009
Doctor of Philosophy (Ph.D.), Health Communication
University of Houston 1994 — 1997
Master of Arts (M.A.), Public Relations/Image Management
Angel Wales Angel Wales's VALIC Experience March 2011 - Present
Job Independent Beauty Consultant at Mary Kay Cosmetics
Industry Cosmetics
Experience
VALIC March 2011 - Present
R.E.A.L. People Connecting September 2010 - Present
Mary Kay Cosmetics July 2010 - Present
Tom Barrow Company April 2002 - February 2009
Education
University of Phoenix 2002 — 2004
Bachelors of Science Business Management, Marketing
VALIC March 2011 - Present
R.E.A.L. People Connecting September 2010 - Present
Mary Kay Cosmetics July 2010 - Present
Tom Barrow Company April 2002 - February 2009
Education
University of Phoenix 2002 — 2004
Bachelors of Science Business Management, Marketing
Jan Walker's VALIC Experience October 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC October 2014 - Present
VALIC November 2010 - Present
VALIC July 2006 - November 2010
Education
University of North Carolina at Wilmington
Business Management
VALIC October 2014 - Present
VALIC November 2010 - Present
VALIC July 2006 - November 2010
Education
University of North Carolina at Wilmington
Business Management
Rob Sizelove Rob Sizelove's VALIC Experience February 2007 - December 2009
Job Site Supervisor at AmeriTest Inc
Industry Oil & Energy
Experience
AmeriTest Inc August 2014 - Present
Ameritest, Inc. May 2013 - August 2014
Apollo Group June 2010 - May 2013
DRB Benefits Group February 2010 - May 2010
VALIC February 2007 - December 2009
Partners Federal Credit Union September 2007 - June 2009
Advisors Mortgage Group, LLC January 2005 - September 2007
Citigroup November 2003 - April 2005
Morgan Stanley November 1999 - November 2003
Skills
Finance, Oil and gas - flowback, Leadership, Mutual Funds, Sales Presentations, Employee Benefits, Training, Public Speaking, Series 7, Adult Education, Sales, Research, Investments, Credit, Consulting, Microsoft Office, Coaching, Marketing Strategy, Employee Training, New Business Development, System Administration, Student Recruiting, Team Building, CRM, Analysis, Insurance, Admissions, Pensions, Risk Management, Oil, Operators, Petroleum, Strategic Planning, Customer Service, Management, Financial Services, Energy, Team Leadership, Microsoft Excel, Financial Analysis, Banking
Education
Fairleigh Dickinson University-College at Florham
Bachelors of Science, 3.7
University of Phoenix
Master of Business Administration (MBA), 3.6
AmeriTest Inc August 2014 - Present
Ameritest, Inc. May 2013 - August 2014
Apollo Group June 2010 - May 2013
DRB Benefits Group February 2010 - May 2010
VALIC February 2007 - December 2009
Partners Federal Credit Union September 2007 - June 2009
Advisors Mortgage Group, LLC January 2005 - September 2007
Citigroup November 2003 - April 2005
Morgan Stanley November 1999 - November 2003
Skills
Finance, Oil and gas - flowback, Leadership, Mutual Funds, Sales Presentations, Employee Benefits, Training, Public Speaking, Series 7, Adult Education, Sales, Research, Investments, Credit, Consulting, Microsoft Office, Coaching, Marketing Strategy, Employee Training, New Business Development, System Administration, Student Recruiting, Team Building, CRM, Analysis, Insurance, Admissions, Pensions, Risk Management, Oil, Operators, Petroleum, Strategic Planning, Customer Service, Management, Financial Services, Energy, Team Leadership, Microsoft Excel, Financial Analysis, Banking
Education
Fairleigh Dickinson University-College at Florham
Bachelors of Science, 3.7
University of Phoenix
Master of Business Administration (MBA), 3.6
Ryan DeWitt Ryan DeWitt's VALIC Experience May 2015 - Present
Job Financial Advisor at VALIC
Industry Investment Banking
Experience
VALIC May 2015 - Present
Deutsche Bank September 2013 - May 2015
The Jacksonville Bank April 2013 - August 2013
University of North Florida Student Government March 2012 - August 2013
University of North Florida June 2009 - June 2012
Skills
Microsoft Word, Microsoft Excel, Credit, PowerPoint, Outlook, Microsoft Publisher, Series 6, 2-15 life health and..., Fixed Income, Teamwork, Finance, Time Management
Education
University of North Florida 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Services
VALIC May 2015 - Present
Deutsche Bank September 2013 - May 2015
The Jacksonville Bank April 2013 - August 2013
University of North Florida Student Government March 2012 - August 2013
University of North Florida June 2009 - June 2012
Skills
Microsoft Word, Microsoft Excel, Credit, PowerPoint, Outlook, Microsoft Publisher, Series 6, 2-15 life health and..., Fixed Income, Teamwork, Finance, Time Management
Education
University of North Florida 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Services
Laura Thames's VALIC Experience March 2012 - July 2015
Job Detail Oriented Proposal Writer
Industry Environmental Services
Experience
DRC Emergency Services August 2015 - Present
VALIC March 2012 - July 2015
Simplex Grinnell August 2007 - March 2012
United Behavioral Health June 2006 - August 2007
Skills
Research, Negotiation, Microsoft Office, Microsoft Word, Microsoft Excel, Strategic Planning, PowerPoint, Outlook, Lotus Notes, Proposal Writing, GPS, PMAPS, Leadership, Community Outreach, Public Speaking, Program Management, Team Leadership, Coaching, Process Improvement, Time Management, Team Building, Customer Service, Project Management, Customer Retention, Sales, Strategy, Relationship Management, Event Planning, Leadership Development, Troubleshooting, Management, Investments, Call Centers, Nonprofits, Business Strategy, Marketing, Analysis, Change Management, Mutual Funds, Financial Services
Education
University of Phoenix 2007 — 2009
BSBM, Business, Management, Marketing, and Related Support Services, 3.2
Kennedy-King Jr College 1986 — 1988
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
Carver Area High 1982 — 1986
Diploma, General Studies
DRC Emergency Services August 2015 - Present
VALIC March 2012 - July 2015
Simplex Grinnell August 2007 - March 2012
United Behavioral Health June 2006 - August 2007
Skills
Research, Negotiation, Microsoft Office, Microsoft Word, Microsoft Excel, Strategic Planning, PowerPoint, Outlook, Lotus Notes, Proposal Writing, GPS, PMAPS, Leadership, Community Outreach, Public Speaking, Program Management, Team Leadership, Coaching, Process Improvement, Time Management, Team Building, Customer Service, Project Management, Customer Retention, Sales, Strategy, Relationship Management, Event Planning, Leadership Development, Troubleshooting, Management, Investments, Call Centers, Nonprofits, Business Strategy, Marketing, Analysis, Change Management, Mutual Funds, Financial Services
Education
University of Phoenix 2007 — 2009
BSBM, Business, Management, Marketing, and Related Support Services, 3.2
Kennedy-King Jr College 1986 — 1988
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
Carver Area High 1982 — 1986
Diploma, General Studies
Bree Moon Bree Moon's VALIC Experience September 2011 - February 2013
Job Chief Photographer at Barbara Israel Garden Antiques
Industry Fine Art
Experience
Barbara Israel Garden Antiques February 2014 - Present
The Pet Matchmaker February 2012 - Present
Winter Antiques Show November 2013 - April 2014
VALIC September 2011 - February 2013
Wachovia/ Wells Fargo May 2003 - August 2011
Skills
Advertising, Marketing, Social Media Marketing, Marketing Communications, Email Marketing, Creative Direction, Leadership, Blogging, Event Management, Social Networking
Education
University of New Brunswick
Barbara Israel Garden Antiques February 2014 - Present
The Pet Matchmaker February 2012 - Present
Winter Antiques Show November 2013 - April 2014
VALIC September 2011 - February 2013
Wachovia/ Wells Fargo May 2003 - August 2011
Skills
Advertising, Marketing, Social Media Marketing, Marketing Communications, Email Marketing, Creative Direction, Leadership, Blogging, Event Management, Social Networking
Education
University of New Brunswick
Frank Booth, CRPS Frank Booth, CRPS's VALIC Experience June 2009 - February 2015
Job Finncial Advisor ar Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors February 2015 - Present
VALIC June 2009 - February 2015
ING Wealth Management April 2006 - June 2009
Travelers Life & Annuity (MetLife) April 2004 - April 2006
Travelers Life & Annuity January 2000 - April 2004
Smith Barney January 1998 - January 2000
Education
University of Pennsylvania 1984 — 1988
Bachelor of Arts
Hotchkiss School 1981 — 1984
Class of 1984
Indian Mountain
Voya Financial Advisors February 2015 - Present
VALIC June 2009 - February 2015
ING Wealth Management April 2006 - June 2009
Travelers Life & Annuity (MetLife) April 2004 - April 2006
Travelers Life & Annuity January 2000 - April 2004
Smith Barney January 1998 - January 2000
Education
University of Pennsylvania 1984 — 1988
Bachelor of Arts
Hotchkiss School 1981 — 1984
Class of 1984
Indian Mountain
Christopher Smiley Christopher Smiley's VALIC Experience May 2014 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC May 2014 - Present
United States Army Reserve January 2013 - Present
Edward Jones January 2012 - June 2013
United States Army Reserve August 2010 - January 2013
US Army May 2009 - December 2011
United States Army Reserve July 2009 - August 2010
United States Army Reserve June 2007 - July 2009
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Mutual Funds, Portfolio Management, Insurance, Financial Analysis, Financial Services, Retirement
Education
University of Missouri-Kansas City 2001 — 2007
Bachelor of Arts (B.A.), Political Science
Webster University
Master of Arts (M.A.), International Relations
VALIC May 2014 - Present
United States Army Reserve January 2013 - Present
Edward Jones January 2012 - June 2013
United States Army Reserve August 2010 - January 2013
US Army May 2009 - December 2011
United States Army Reserve July 2009 - August 2010
United States Army Reserve June 2007 - July 2009
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Mutual Funds, Portfolio Management, Insurance, Financial Analysis, Financial Services, Retirement
Education
University of Missouri-Kansas City 2001 — 2007
Bachelor of Arts (B.A.), Political Science
Webster University
Master of Arts (M.A.), International Relations
Connie Woods Connie Woods's VALIC Experience December 2007 - Present
Job Project Manager
Industry Financial Services
Experience
VALIC December 2007 - Present
VALIC October 2004 - Present
VALIC 2004 - 2013
Skills
Customer Service, Call Centers, Employee Benefits, Employee Training, Insurance, Leadership, Management, Marketing, Microsoft Office, Mutual Funds, Process Improvement, Project Management, Retirement, Team Building, Time Management, Training
Education
University of Phoenix 2005 — 2009
BS/PA, Public Adminstration
VALIC December 2007 - Present
VALIC October 2004 - Present
VALIC 2004 - 2013
Skills
Customer Service, Call Centers, Employee Benefits, Employee Training, Insurance, Leadership, Management, Marketing, Microsoft Office, Mutual Funds, Process Improvement, Project Management, Retirement, Team Building, Time Management, Training
Education
University of Phoenix 2005 — 2009
BS/PA, Public Adminstration
Thomas Halsey's VALIC Experience January 1979 - October 1999
Job West Point Admissions Field Force at United States Military Academy
Industry Military
Experience
United States Military Academy March 2010 - Present
VALIC January 1979 - October 1999
Skills
Security Clearance, Army, Leadership, DoD, Military, Leadership Development, Command, Operational Planning, National Security, Defense, Force Protection, Military Experience, Intelligence Analysis, Military Operations, Organizational...
Education
University of South Carolina-Columbia 1969 — 1973
B.A., Business and Psychology
United States Military Academy March 2010 - Present
VALIC January 1979 - October 1999
Skills
Security Clearance, Army, Leadership, DoD, Military, Leadership Development, Command, Operational Planning, National Security, Defense, Force Protection, Military Experience, Intelligence Analysis, Military Operations, Organizational...
Education
University of South Carolina-Columbia 1969 — 1973
B.A., Business and Psychology
Aaron Kilbride - Financial Advisor Aaron Kilbride - Financial Advisor's VALIC Experience August 2008 - August 2009
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2009 - Present
VALIC August 2008 - August 2009
Education
University of South Florida 2006 — 2008
Business, Finance
Hillsborough Community College 2003 — 2006
A.S., General
Northwestern Mutual August 2009 - Present
VALIC August 2008 - August 2009
Education
University of South Florida 2006 — 2008
Business, Finance
Hillsborough Community College 2003 — 2006
A.S., General
Adele Beckwith's VALIC Experience April 2010 - November 2013
Job Licensed Agent
Industry Insurance
Experience
GetInsured November 2013 - March 2015
VALIC April 2010 - November 2013
People to People International February 2010 - February 2012
VALIC December 2010 - April 2011
VALIC August 2010 - November 2010
All Star Kids Tutoring (ASKT) September 2003 - September 2010
Southwest Job Network February 2009 - February 2010
Charles Schwab February 1993 - April 2009
Skills
Retirement Planning, Investments, Series 7, Financial Services, Marketing, Finance, Public Speaking, Securities, Wealth Management, Experienced Trainer, Portfolio Management, Fundraising, Financial Advisory, Fixed Annuities, Asset Management, Estate Planning, Financial Analysis, FINRA, 401k, Insurance, Life Coaching, Installation..., Project Coordination, Series 63, Accident, Life and..., Health Insurance, NPN, Licensed Agent, Retirement
Education
Southwest Institute of Healing Arts 2009 — 2010
Certification, Life Coach
University of Phoenix 2005 — 2005
Certification, Mediation
Washington State University 1974 — 1977
BA English, English Language and Literature, General
Sumner High School 1971 — 1973
HS Diploma
Minico High School 1969 — 1973
GetInsured November 2013 - March 2015
VALIC April 2010 - November 2013
People to People International February 2010 - February 2012
VALIC December 2010 - April 2011
VALIC August 2010 - November 2010
All Star Kids Tutoring (ASKT) September 2003 - September 2010
Southwest Job Network February 2009 - February 2010
Charles Schwab February 1993 - April 2009
Skills
Retirement Planning, Investments, Series 7, Financial Services, Marketing, Finance, Public Speaking, Securities, Wealth Management, Experienced Trainer, Portfolio Management, Fundraising, Financial Advisory, Fixed Annuities, Asset Management, Estate Planning, Financial Analysis, FINRA, 401k, Insurance, Life Coaching, Installation..., Project Coordination, Series 63, Accident, Life and..., Health Insurance, NPN, Licensed Agent, Retirement
Education
Southwest Institute of Healing Arts 2009 — 2010
Certification, Life Coach
University of Phoenix 2005 — 2005
Certification, Mediation
Washington State University 1974 — 1977
BA English, English Language and Literature, General
Sumner High School 1971 — 1973
HS Diploma
Minico High School 1969 — 1973
Lonnie Dearman Lonnie Dearman's VALIC Experience February 2014 - Present
Job Experienced leader, in enlisting team members to reach project success and organizational goals. MBA with emphasis in PM
Industry Financial Services
Experience
VALIC February 2014 - Present
Texanscan August 2005 - October 2013
Skills
Staff Development, Research, Employee Relations, Curriculum Development, Classroom Management, Educational Leadership, Curriculum Design, MS Project, Training & Development, Project Management, E-Learning, Action Research &..., Research Methods in..., Facilitator, Project Leadership, Business Law, Corporate Finance, Marketing, Operations Management, Accounting, Strategic Planning &..., Business Research, Human Capital Management, Unemployment Claims..., Account Management, Contract & Compliance..., Fraud Analyst, Investment Analyst, Instructional Design, Management, Coaching, Higher Education, Adult Education, Program Management, Public Speaking, Customer Service
Education
University of Phoenix
Master of Business Administration (M.B.A.), Project Management
VALIC February 2014 - Present
Texanscan August 2005 - October 2013
Skills
Staff Development, Research, Employee Relations, Curriculum Development, Classroom Management, Educational Leadership, Curriculum Design, MS Project, Training & Development, Project Management, E-Learning, Action Research &..., Research Methods in..., Facilitator, Project Leadership, Business Law, Corporate Finance, Marketing, Operations Management, Accounting, Strategic Planning &..., Business Research, Human Capital Management, Unemployment Claims..., Account Management, Contract & Compliance..., Fraud Analyst, Investment Analyst, Instructional Design, Management, Coaching, Higher Education, Adult Education, Program Management, Public Speaking, Customer Service
Education
University of Phoenix
Master of Business Administration (M.B.A.), Project Management
Cassandra Cummings's VALIC Experience November 2005 - December 2010
Job
Industry Financial Services
Experience
Merrill Edge January 2012 - Present
MetLife December 2010 - December 2011
VALIC November 2005 - December 2010
Ernst & Young September 1996 - June 1999
Education
University of Southern California 1993 — 1996
Bachelor of Science (BS)
Merrill Edge January 2012 - Present
MetLife December 2010 - December 2011
VALIC November 2005 - December 2010
Ernst & Young September 1996 - June 1999
Education
University of Southern California 1993 — 1996
Bachelor of Science (BS)
Laurel (Cochennet) Ludden, FSA's VALIC Experience June 2007 - Present
Job Senior Vice President at VALIC
Industry Financial Services
Experience
VALIC June 2007 - Present
Mercer Human Resource Consulting 1979 - 2007
Skills
401k, Retirement, Retirement Benefits, Defined Contribution, Retirement Planning, Defined Benefit, Actuarial Science, Employee Benefits, Qualified Retirement..., Pensions, ERISA, Retirement Plan..., Fixed Annuities, Profit Sharing
Education
University of Nebraska-Lincoln 1975 — 1979
B.S., Mathematics, Economics and Actuarial Science
VALIC June 2007 - Present
Mercer Human Resource Consulting 1979 - 2007
Skills
401k, Retirement, Retirement Benefits, Defined Contribution, Retirement Planning, Defined Benefit, Actuarial Science, Employee Benefits, Qualified Retirement..., Pensions, ERISA, Retirement Plan..., Fixed Annuities, Profit Sharing
Education
University of Nebraska-Lincoln 1975 — 1979
B.S., Mathematics, Economics and Actuarial Science
Fred St.Clair's VALIC Experience January 1985 - Present
Job District Manager
Industry Financial Services
Experience
VALIC January 1985 - Present
Education
University of South Florida 1973 — 1976
BA, Marketing
VALIC January 1985 - Present
Education
University of South Florida 1973 — 1976
BA, Marketing
Abby Urban's VALIC Experience August 2012 - Present
Job Troop Leader at Girl Scouts Heart of Central California
Industry Marketing and Advertising
Experience
Girl Scouts Heart of Central California November 2013 - Present
VALIC August 2012 - Present
Gold Element Design August 2001 - Present
VALIC August 2005 - August 2012
Zap Creative Group September 2001 - February 2002
Valley Community Newspapers July 2001 - August 2001
MLS Internet Media May 2000 - June 2001
Skills
Graphic Design, Direct Marketing, InDesign, Illustrator, Advertising, Photoshop, Corporate Identity, Web Design, Brochures, Sales, Email Marketing, Direct Mail, Marketing
Education
University of Oregon 1997 — 2001
BS, Art/Graphic Design
Girl Scouts Heart of Central California November 2013 - Present
VALIC August 2012 - Present
Gold Element Design August 2001 - Present
VALIC August 2005 - August 2012
Zap Creative Group September 2001 - February 2002
Valley Community Newspapers July 2001 - August 2001
MLS Internet Media May 2000 - June 2001
Skills
Graphic Design, Direct Marketing, InDesign, Illustrator, Advertising, Photoshop, Corporate Identity, Web Design, Brochures, Sales, Email Marketing, Direct Mail, Marketing
Education
University of Oregon 1997 — 2001
BS, Art/Graphic Design
Fred St Clair's VALIC Experience November 1999 - Present
Job District Manager for VALC
Industry Financial Services
Experience
VALIC November 1999 - Present
VALIC 1985 - Present
VALIC 1985 - 2009
Skills
Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Mutual Funds, Series 63, Strategic Financial..., 401k, Investment Advisory, Series 7, Investments, Financial Advisory, Asset Allocation, FINRA, Securities, Series 6, Series 24, Long-term Care, Pensions, Uniform Combined State..., Life Insurance, Investment Strategies, IRAs, Financial Planners, Financial Planning
Education
University of South Florida - College of Business Administration 1972 — 1975
BA, Marketing
Balboa jr. College
VALIC November 1999 - Present
VALIC 1985 - Present
VALIC 1985 - 2009
Skills
Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Mutual Funds, Series 63, Strategic Financial..., 401k, Investment Advisory, Series 7, Investments, Financial Advisory, Asset Allocation, FINRA, Securities, Series 6, Series 24, Long-term Care, Pensions, Uniform Combined State..., Life Insurance, Investment Strategies, IRAs, Financial Planners, Financial Planning
Education
University of South Florida - College of Business Administration 1972 — 1975
BA, Marketing
Balboa jr. College
Cameron Strobel's VALIC Experience September 1997 - Present
Job Senior Financial Advisor at Valic Financial Advisors
Industry Financial Services
Experience
VALIC September 1997 - Present
US Navy August 1987 - August 1991
Skills
Retirement, Strategic Financial..., Mutual Funds, Fixed Annuities, Series 63, Financial Planning, Series 7, Finance, Wealth Management, Life Insurance, Retirement Planning, Asset Allocation, Investments, Insurance, Financial Services, Investment Advisory
Education
University of Northern Colorado 1992 — 1997
B.S., Finance
VALIC September 1997 - Present
US Navy August 1987 - August 1991
Skills
Retirement, Strategic Financial..., Mutual Funds, Fixed Annuities, Series 63, Financial Planning, Series 7, Finance, Wealth Management, Life Insurance, Retirement Planning, Asset Allocation, Investments, Insurance, Financial Services, Investment Advisory
Education
University of Northern Colorado 1992 — 1997
B.S., Finance
Joe Beaton's VALIC Experience April 2012 - January 2013
Job Assistant Vice President, Financial Solutions Advisor at Bank Of America / Merrill Lynch
Industry Financial Services
Experience
Bank of America January 2013 - Present
VALIC April 2012 - January 2013
Mel Fisher's Treasure February 2002 - April 2012
Skills
Investor Relations, Fund Administration, Equities, Financial Analysis, Bonds, Securities, 401k, Finance, Investments, Mutual Funds, Retirement, Retirement Planning, Series 7, Wealth Management, Financial Advisory, Asset Allocation
Education
UNLV 1990 — 1995
B.S., Economics
Bank of America January 2013 - Present
VALIC April 2012 - January 2013
Mel Fisher's Treasure February 2002 - April 2012
Skills
Investor Relations, Fund Administration, Equities, Financial Analysis, Bonds, Securities, 401k, Finance, Investments, Mutual Funds, Retirement, Retirement Planning, Series 7, Wealth Management, Financial Advisory, Asset Allocation
Education
UNLV 1990 — 1995
B.S., Economics
Ken Klages's VALIC Experience May 2009 - Present
Job Financial Advisor with VALIC
Industry Financial Services
Experience
VALIC May 2009 - Present
Skills
401k Rollovers, 529 Plans, Uniform Combined State..., Series 7, Saving for Education
Education
University of Missouri-Saint Louis
MBA, Finance
VALIC May 2009 - Present
Skills
401k Rollovers, 529 Plans, Uniform Combined State..., Series 7, Saving for Education
Education
University of Missouri-Saint Louis
MBA, Finance
Andrew Simmons, CFP®, MBA's VALIC Experience June 2008 - August 2009
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2013 - Present
USAA February 2011 - September 2013
MetLife October 2010 - January 2011
Chase August 2009 - March 2010
Valic June 2008 - August 2009
Merrill Lynch June 2007 - April 2008
Charles Schwab June 2005 - May 2007
ING Funds 2004 - 2005
Skills
Equities, Fixed Income, Risk Management, Derivatives, Corporate Finance, Certified Financial..., Mutual Funds, Strategic Financial..., Portfolio Management, Strategy, Analysis, Asset Allocation, Mortgage Lending, Financial Advisory, Financial Services, Uniform Combined State..., Separately Managed..., Finance, Wealth Management, Wealth, Wealth Accumulation..., Investments, Life Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities, Whole Life, Universal Life, Estate Planning, Retirement, Sales, Marketing, Networking, Insurance, Banking, Series 7, Securities, 401k, 403b, Sales Management, Series 63, Investment Advisory, Investment Strategies, Small Business, Series 65, IRAs, Pensions, Asset Management, Financial Planners, Financial Planning
Education
University of Phoenix 2013 — 2014
MIS, Masters of Information Systems
University of Phoenix 2001 — 2003
MBA, Business Administration and Management, General
University of Wisconsin-Green Bay 1986 — 1990
BS, Business Administration
Ashwaubenon High School 1982 — 1986
Diploma, General Studies
Merrill Edge October 2013 - Present
USAA February 2011 - September 2013
MetLife October 2010 - January 2011
Chase August 2009 - March 2010
Valic June 2008 - August 2009
Merrill Lynch June 2007 - April 2008
Charles Schwab June 2005 - May 2007
ING Funds 2004 - 2005
Skills
Equities, Fixed Income, Risk Management, Derivatives, Corporate Finance, Certified Financial..., Mutual Funds, Strategic Financial..., Portfolio Management, Strategy, Analysis, Asset Allocation, Mortgage Lending, Financial Advisory, Financial Services, Uniform Combined State..., Separately Managed..., Finance, Wealth Management, Wealth, Wealth Accumulation..., Investments, Life Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities, Whole Life, Universal Life, Estate Planning, Retirement, Sales, Marketing, Networking, Insurance, Banking, Series 7, Securities, 401k, 403b, Sales Management, Series 63, Investment Advisory, Investment Strategies, Small Business, Series 65, IRAs, Pensions, Asset Management, Financial Planners, Financial Planning
Education
University of Phoenix 2013 — 2014
MIS, Masters of Information Systems
University of Phoenix 2001 — 2003
MBA, Business Administration and Management, General
University of Wisconsin-Green Bay 1986 — 1990
BS, Business Administration
Ashwaubenon High School 1982 — 1986
Diploma, General Studies
Paula Geigerman's VALIC Experience April 1984 - August 1986
Job Volunteer Parkway Adult Education Program ESL
Industry Education Management
Experience
The Copeland Companies September 1986 - September 1987
VALIC April 1984 - August 1986
PEBSCO January 1983 - December 1983
St. Paul Title Insurance Company July 1977 - September 1981
St Louis Municipal Opera May 1963 - September 1967
Skills
Defined Benefits 403b...
Education
University of Oklahoma, Norman Oklahoma 1967 — 1971
Bachelor of Fine Arts (BFA)
University of Missouri-Saint Louis 1966 — 1967
The Copeland Companies September 1986 - September 1987
VALIC April 1984 - August 1986
PEBSCO January 1983 - December 1983
St. Paul Title Insurance Company July 1977 - September 1981
St Louis Municipal Opera May 1963 - September 1967
Skills
Defined Benefits 403b...
Education
University of Oklahoma, Norman Oklahoma 1967 — 1971
Bachelor of Fine Arts (BFA)
University of Missouri-Saint Louis 1966 — 1967
Fernando Arreola's VALIC Experience January 2014 - Present
Job Retirement Specialist at VALIC
Industry Financial Services
Experience
VALIC January 2014 - Present
Rollins, Inc. 2010 - December 2012
Canon, Inc. 2006 - 2009
Skills
Cold Calling, Account Management, Sales Process, Direct Sales, Salesforce.com, Solution Selling, Selling, Leadership, Customer Retention, Customer Service, Sales Management, Management, B2B, Sales, Budgets, Lead Generation, Business Development, CRM, New Business Development, Contract Negotiation, Sales Presentations, Customer Satisfaction, Sales Operations, Team Building, Negotiation, Strategic Planning, Team Leadership, Marketing, Investments, Key Account Management, Strategic Partnerships, Marketing Strategy, Mutual Funds, Retirement Planning
Education
University of Nevada Las Vegas Lee Business School 2001 — 2006
BA, International Business
VALIC January 2014 - Present
Rollins, Inc. 2010 - December 2012
Canon, Inc. 2006 - 2009
Skills
Cold Calling, Account Management, Sales Process, Direct Sales, Salesforce.com, Solution Selling, Selling, Leadership, Customer Retention, Customer Service, Sales Management, Management, B2B, Sales, Budgets, Lead Generation, Business Development, CRM, New Business Development, Contract Negotiation, Sales Presentations, Customer Satisfaction, Sales Operations, Team Building, Negotiation, Strategic Planning, Team Leadership, Marketing, Investments, Key Account Management, Strategic Partnerships, Marketing Strategy, Mutual Funds, Retirement Planning
Education
University of Nevada Las Vegas Lee Business School 2001 — 2006
BA, International Business
Reshema Mountain's VALIC Experience May 2009 - July 2011
Job Financial Educator at M&M Consulting
Industry Financial Services
Experience
M&M Consulting July 2011 - Present
VALIC May 2009 - July 2011
Edward Jones 2008 - 2009
Education
Gaffney High School
University of South Carolina-Columbia
M&M Consulting July 2011 - Present
VALIC May 2009 - July 2011
Edward Jones 2008 - 2009
Education
Gaffney High School
University of South Carolina-Columbia
annette andrews's VALIC Experience 2003 - 2008
Job Sr. Treasury Analyst at AES
Industry Oil & Energy
Experience
AES January 2011 - September 2013
Robert Half Management Resources March 2008 - January 2011
VALIC 2003 - 2008
Skills
Cash Management, Financial Analysis, Banking, Accounting, Forecasting, Account Reconciliation, Financial Reporting, Management, Treasury Management, Treasury, Variance Analysis, Accounts Payable, Investments, Sarbanes-Oxley Act, Finance, Financial Modeling, Managerial Finance, Internal Controls, Cash Flow Forecasting
Education
University of Phoenix 2001 — 2003
Master of Business Administration (M.B.A.), Accounting and Finance, 3.7
Xavier University 1982 — 1988
Bachelor's degree, Accounting and Finance
AES January 2011 - September 2013
Robert Half Management Resources March 2008 - January 2011
VALIC 2003 - 2008
Skills
Cash Management, Financial Analysis, Banking, Accounting, Forecasting, Account Reconciliation, Financial Reporting, Management, Treasury Management, Treasury, Variance Analysis, Accounts Payable, Investments, Sarbanes-Oxley Act, Finance, Financial Modeling, Managerial Finance, Internal Controls, Cash Flow Forecasting
Education
University of Phoenix 2001 — 2003
Master of Business Administration (M.B.A.), Accounting and Finance, 3.7
Xavier University 1982 — 1988
Bachelor's degree, Accounting and Finance
Dan Suby's VALIC Experience April 2005 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC April 2005 - Present
Skills
Wealth Management, Series 63, Strategic Financial..., Fixed Annuities, Investment Advisory, Investments, Asset Allocation, Estate Planning, Series 7, Series 65, Retirement Planning, Life Insurance, Financial Advisory, Securities, 401k, Investment Strategies, IRAs
Education
University of Northern Colorado 1992 — 1997
BA, English
VALIC April 2005 - Present
Skills
Wealth Management, Series 63, Strategic Financial..., Fixed Annuities, Investment Advisory, Investments, Asset Allocation, Estate Planning, Series 7, Series 65, Retirement Planning, Life Insurance, Financial Advisory, Securities, 401k, Investment Strategies, IRAs
Education
University of Northern Colorado 1992 — 1997
BA, English
Cliff Parchmon's VALIC Experience March 2013 - Present
Job VALIC Financial Advisor
Industry Financial Services
Experience
VALIC March 2013 - Present
South Tampa Financial Group April 2012 - February 2014
MetLife November 2006 - May 2009
Skills
Series 7, Series 66, NASM Certified Personal..., Crossfit Level 1 Trainer, Investment Strategies, Retirement Planning, Mutual Funds, Asset Allocation, Wealth Management, Investments, Strategic Financial..., Series 63, Equities, Asset Managment, Retirement, Insurance, Fixed Annuities, Investment Advisory, Securities, Risk Management, Financial Advisory, Portfolio Management, Estate Planning, Life Insurance, 401k, IRAs, Uniform Combined State...
Education
University of South Florida 1998 — 2002
Bachelor, Finance
Jefferson High
VALIC March 2013 - Present
South Tampa Financial Group April 2012 - February 2014
MetLife November 2006 - May 2009
Skills
Series 7, Series 66, NASM Certified Personal..., Crossfit Level 1 Trainer, Investment Strategies, Retirement Planning, Mutual Funds, Asset Allocation, Wealth Management, Investments, Strategic Financial..., Series 63, Equities, Asset Managment, Retirement, Insurance, Fixed Annuities, Investment Advisory, Securities, Risk Management, Financial Advisory, Portfolio Management, Estate Planning, Life Insurance, 401k, IRAs, Uniform Combined State...
Education
University of South Florida 1998 — 2002
Bachelor, Finance
Jefferson High
Christine Zhong CFP®'s VALIC Experience 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
VALIC 2002 - Present
Skills
Wealth Management, Retirement Planning, Retirement, Estate Planning, Investments, Financial Planners, Mortgage Lending, Long-term Care, Banking, Financial Goals, Investment Advisory, Strategic Financial..., Mutual Funds, Financial Advisory, Asset Allocation, Fixed Annuities, Investment Strategies
Education
University of Nevada-Las Vegas
Bachelor of Science (BS), Hotel and Restaurant Management
William Howard Taft University
Master's degree, Taxation
VALIC 2002 - Present
Skills
Wealth Management, Retirement Planning, Retirement, Estate Planning, Investments, Financial Planners, Mortgage Lending, Long-term Care, Banking, Financial Goals, Investment Advisory, Strategic Financial..., Mutual Funds, Financial Advisory, Asset Allocation, Fixed Annuities, Investment Strategies
Education
University of Nevada-Las Vegas
Bachelor of Science (BS), Hotel and Restaurant Management
William Howard Taft University
Master's degree, Taxation
Christopher S. Oakley's VALIC Experience September 2013 - Present
Job Consulting Project Manager at VALIC
Industry Financial Services
Experience
VALIC September 2013 - Present
VALIC September 2003 - August 2013
Enron Energy Services 1999 - 2002
Nortek Solutions Inc 1997 - 1999
Centra 2000 1996 - 1997
US Navy December 1989 - December 1995
Skills
Project Management, Agile Methodologies, HP QTP, test automation..., Microsoft Office, Test Automation, quick test professional, Process Improvement, Program Management, Project Planning, SharePoint, SDLC, Test Automation..., Navy, Nuclear Engineering
Education
University of Phoenix 2004 — 2008
Bachelor's Degree, Business Administration and Finance
Klein High School 1984 — 1989
VALIC September 2013 - Present
VALIC September 2003 - August 2013
Enron Energy Services 1999 - 2002
Nortek Solutions Inc 1997 - 1999
Centra 2000 1996 - 1997
US Navy December 1989 - December 1995
Skills
Project Management, Agile Methodologies, HP QTP, test automation..., Microsoft Office, Test Automation, quick test professional, Process Improvement, Program Management, Project Planning, SharePoint, SDLC, Test Automation..., Navy, Nuclear Engineering
Education
University of Phoenix 2004 — 2008
Bachelor's Degree, Business Administration and Finance
Klein High School 1984 — 1989
Jim Eismon, CFP®'s VALIC Experience June 1999 - Present
Job Senior Financial Advisor at Valic Financial Advisors
Industry Financial Services
Experience
VALIC June 1999 - Present
Valic Financial Advisors June 1999 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, IRAs, Saving for Education, Investment Strategies, Wealth, Estate Planning, Securities, Certified Financial..., Asset Managment, Roth IRA, Series 24, Income Protection, Life Insurance, Long-term Care, Series 63, Strategic Financial..., Portfolio Management, Financial Advisory, Personal Financial..., High Net Worth..., Retirement, Wealth Management..., Investments, Investment Management
Education
Mount Union College 1994 — 1998
BA, Finance, Accounting, Economics
VALIC June 1999 - Present
Valic Financial Advisors June 1999 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, IRAs, Saving for Education, Investment Strategies, Wealth, Estate Planning, Securities, Certified Financial..., Asset Managment, Roth IRA, Series 24, Income Protection, Life Insurance, Long-term Care, Series 63, Strategic Financial..., Portfolio Management, Financial Advisory, Personal Financial..., High Net Worth..., Retirement, Wealth Management..., Investments, Investment Management
Education
Mount Union College 1994 — 1998
BA, Finance, Accounting, Economics
Daniel Jobe's VALIC Experience
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC
Skills
Microsoft Office, Retirement Planning, Wealth Management, Mutual Funds, Small Business, Series 7, Retirement, 401k, Fixed Annuities
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Arts (B.A.)
VALIC
Skills
Microsoft Office, Retirement Planning, Wealth Management, Mutual Funds, Small Business, Series 7, Retirement, 401k, Fixed Annuities
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Arts (B.A.)
Wick Cannon's VALIC Experience June 1990 - Present
Job Vice President at VALIC
Industry Financial Services
Experience
VALIC June 1990 - Present
AIG Life & Retirement January 2013 - October 2014
VALIC June 1990 - December 2012
Skills
Enterprise Architecture, Business Analysis, Consulting, Business Intelligence, Agile Methodologies, XML, Vendor Management, SDLC, Project Management, Program Management, Requirements Analysis, Integration
Education
University of St. Thomas 1993 — 1995
MBA, Finance, International Business
University of Nevada-Las Vegas 1988 — 1990
BSBA, Management Information Systems
VALIC June 1990 - Present
AIG Life & Retirement January 2013 - October 2014
VALIC June 1990 - December 2012
Skills
Enterprise Architecture, Business Analysis, Consulting, Business Intelligence, Agile Methodologies, XML, Vendor Management, SDLC, Project Management, Program Management, Requirements Analysis, Integration
Education
University of St. Thomas 1993 — 1995
MBA, Finance, International Business
University of Nevada-Las Vegas 1988 — 1990
BSBA, Management Information Systems
Tiffany Koger's VALIC Experience August 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
VALIC August 2014 - Present
VALIC March 2014 - August 2014
VALIC Financial Advisors August 2011 - March 2014
University of Pittsburgh August 2009 - April 2011
Potbelly Sandwich Works May 2009 - August 2009
University of Pittsburgh January 2009 - April 2009
University of Pittsburgh August 2006 - November 2008
Chicago Theater July 2006 - August 2006
Holy Name Cathedral Convent June 2003 - June 2006
Skills
Data Entry, Outlook, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Spreadsheets, Time Management, Microsoft Office, Research, Filing, Fax, Databases, Invoicing, Process Scheduler, Leadership
Education
University of Pittsburgh 2006 — 2010
Bachelors of Arts, Sociology
Saint Benedict High School 2002 — 2006
VALIC August 2014 - Present
VALIC March 2014 - August 2014
VALIC Financial Advisors August 2011 - March 2014
University of Pittsburgh August 2009 - April 2011
Potbelly Sandwich Works May 2009 - August 2009
University of Pittsburgh January 2009 - April 2009
University of Pittsburgh August 2006 - November 2008
Chicago Theater July 2006 - August 2006
Holy Name Cathedral Convent June 2003 - June 2006
Skills
Data Entry, Outlook, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Spreadsheets, Time Management, Microsoft Office, Research, Filing, Fax, Databases, Invoicing, Process Scheduler, Leadership
Education
University of Pittsburgh 2006 — 2010
Bachelors of Arts, Sociology
Saint Benedict High School 2002 — 2006
Kenneth Pettus's VALIC Experience March 1976 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC March 1976 - Present
First National Bank of St Charles Parish June 1976 - January 1991
First National Bank of St Charles Parish March 1975 - January 1991
Skills
Retirement, Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Fixed Annuities, Mutual Funds, Finance, Investment Advisory, Asset Allocation, Public Speaking, Investments, Financial Analysis, Securities, 401k
Education
University of Notre Dame 1980 — 1981
Bachelor of Commerce (B.Com.), Banking, Corporate, Finance, and Securities Law
ULL Lafayette, Notre Dame 1967 — 1971
BS, Economics, Finance, Accounting
VALIC March 1976 - Present
First National Bank of St Charles Parish June 1976 - January 1991
First National Bank of St Charles Parish March 1975 - January 1991
Skills
Retirement, Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Fixed Annuities, Mutual Funds, Finance, Investment Advisory, Asset Allocation, Public Speaking, Investments, Financial Analysis, Securities, 401k
Education
University of Notre Dame 1980 — 1981
Bachelor of Commerce (B.Com.), Banking, Corporate, Finance, and Securities Law
ULL Lafayette, Notre Dame 1967 — 1971
BS, Economics, Finance, Accounting
Danielle Lake-Nestor's VALIC Experience November 2008 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC November 2008 - Present
Vanguard October 2007 - October 2008
Skills
Series 6, Life, Series 63, Fixed Annuities, Mutual Funds, Retirement Planning, Life Insurance, Financial Goals
Education
University of North Carolina at Charlotte 2002 — 2007
Bachelor of Arts (B.A.), Major: Criminal Justice and Corrections Minor: Psychology
VALIC November 2008 - Present
Vanguard October 2007 - October 2008
Skills
Series 6, Life, Series 63, Fixed Annuities, Mutual Funds, Retirement Planning, Life Insurance, Financial Goals
Education
University of North Carolina at Charlotte 2002 — 2007
Bachelor of Arts (B.A.), Major: Criminal Justice and Corrections Minor: Psychology
Cindy Handmaker's VALIC Experience November 2014 - Present
Job Financial Advisor at VALIC
Industry Banking
Experience
VALIC November 2014 - Present
Bank of America July 2003 - July 2004
Bank of America 1999 - 2004
Copelco Capital May 1989 - June 1999
Skills
Retail Banking, Mortgage Lending, Consumer Lending, Commercial Banking
Education
University of Rhode Island 1982 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
VALIC November 2014 - Present
Bank of America July 2003 - July 2004
Bank of America 1999 - 2004
Copelco Capital May 1989 - June 1999
Skills
Retail Banking, Mortgage Lending, Consumer Lending, Commercial Banking
Education
University of Rhode Island 1982 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Peter Enslow's VALIC Experience February 2009 - September 2012
Job Admin DataCenter Product Marketing at Intel
Industry Marketing and Advertising
Experience
Intel Corporation January 2013 - Present
Intel Corporation September 2012 - January 2013
VALIC February 2009 - September 2012
GNP Marketing August 2008 - September 2012
La Salle Catholic College Preparatory September 2006 - August 2008
VALIC January 2006 - September 2006
Education
University of Portland 1998 — 1999
Master's Degree, Secondary Education and Teaching
University of Oregon 1996 — 1998
Bachelor's Degree, Political Science and Government
Intel Corporation January 2013 - Present
Intel Corporation September 2012 - January 2013
VALIC February 2009 - September 2012
GNP Marketing August 2008 - September 2012
La Salle Catholic College Preparatory September 2006 - August 2008
VALIC January 2006 - September 2006
Education
University of Portland 1998 — 1999
Master's Degree, Secondary Education and Teaching
University of Oregon 1996 — 1998
Bachelor's Degree, Political Science and Government
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO