Van Kampen American Capital
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Van Kampen American Capital Employees
First Capital Surety & Trust September 2014 - Present
Henderson & Henderson Portfolio Management, LLC September 2006 - September 2014
Merrill Lynch and Morgan Stanley April 2010 - October 2013
Encore Trust (Formerly National Fiduciary Services) May 2000 - August 2006
Woodway Financial Advisors May 1997 - May 2000
Van Kampen American Capital May 1995 - May 1997
Skills
Account Management, Qualitative Research, Problem Solving, Portfolio Management, Equity Research, Investments, Asset Allocation, Mutual Funds, Wealth Management, Investment Strategies, Fixed Income, Investment Advisory, ETFs, Series 7, Capital Markets, Bloomberg, Options, Commodities, Macroeconomics, Emerging Markets, FX, Institutional, Security Analysis, Equities, Commodity, Alternative Investments, Asset Management, Securities, Valuation, Risk Management, Investment Management, Bonds, Trading
Education
University of Houston 1999 — 2001
MBA, Finance
University of Houston 1989 — 1995
Bachelor of Science, Economics
BB&T Capital Markets May 2013 - Present
Ziegler May 2011 - May 2013
Invesco Ltd. July 1996 - April 2011
Van Kampen American Capital 1988 - 1996
Skills
Series 7, Series 66, Series 79, High Yield Bonds, Fixed Income Analysis, Charter Schools, FINRA, Portfolio Management
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance, General
University of St. Thomas (TX)
Master of Business Administration (M.B.A.), Finance, General
Technical Response Planning Corp January 2011 - Present
Continuity Program Services (dba) August 2008 - January 2011
ACP-South Texas 1998 - 2010
SAIC February 2008 - August 2008
Continuity Program Services (dba) September 2002 - February 2008
Morgan Stanley - Van Kampen Investments 1997 - 2002
SunAmerica - Advantage Capital 1996 - 1997
Van Kampen American Capital 1987 - 1996
NL Industries - Baroid Division 1985 - 1987
ARMCO - National Supply and ARMCO Inc. 1980 - 1985
Skills
Business Continuity..., Incident Management, Crisis Communications, Business Continuity, Risk Management, Program Management, Crisis Management, Visio, SharePoint, Management, Project Management, Project Planning, Training, Analysis, Mergers & Acquisitions, Team Building, Risk Analysis, Human Resources, Change Management, HRIS, Vendor Management, Management Consulting, PMP, Data Center, Process Improvement, Disaster Recovery, Security, IT Management, Leadership, Business Analysis, Business Process..., Contingency Planning, Risk Assessment, Emergency Management
Education
Michigan State University 1978 — 1979
MLIR, Labor & Industrial Relations
University of Michigan 1973 — 1977
BGS, General Studies, Business, Sociology
Improve It! 2001 - Present
Cleinman Performance Partners 2005 - 2009
University of Houston 2004 - 2006
Talent Tree 1995 - 2001
Van Kampen American Capital 1990 - 1995
Mellon Bank 1984 - 1990
United Technologies Elliott Company 1977 - 1984
Skills
Coaching, Process Improvement, Team Building, Process Mapping, Problem Solving, Six Sigma, Change Management, FMEA, Quality Management, Continuous Improvement, Lean Manufacturing, Leadership Development, ISO, Business Process..., Strategic Planning, Organizational..., Management Consulting, Customer Relations, Process Engineering, Quality Assurance, Cross-functional Team..., Quality Systems, Customer Service, Training, Iso 9000, Program Management, TQM, Human Resources, New Business Development, Supply Chain, Management, Budgets, Quality System, Business Process Mapping, Performance Management, Executive Coaching, Operational Excellence, Leadership, Contract Negotiation, Team Leadership, Operations Management, Project Management, Healthcare, Manufacturing..., Strategy, Business Development, Entrepreneurship, Executive Management, Finance, Manufacturing
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1979 — 1982
MBA, Business
Seton Hill University 1973 — 1977
BA, Psychology and Communication
Pacific Life Insurance Company February 2014 - Present
Forethought Financial Group, Inc. August 2013 - February 2014
Prudential Financial January 2013 - August 2013
AllianceBernstein November 2004 - December 2012
AIM Investments July 2003 - October 2004
AIM Investments January 2002 - June 2003
AIM Investments October 1999 - December 2001
AIM Investments July 1998 - September 1999
Van Kampen American Capital January 1997 - July 1998
Van Kampen American Capital July 1995 - December 1996
Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Asset Allocation, Financial Services, 401k, Series 6, Retirement, Retirement Planning, Annuities, Series 7, Series 63
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Arts, Economics
Comcast March 2014 - Present
Comcast Business Class December 2012 - Present
Dirt Devils Softball 2006 - 2012
Computer Sciences Corporation October 2007 - August 2010
Morgan Stanley 1999 - 2007
Morgan Stanley Investment Management 1999 - 2007
Van Kampen Investments 1999 - 2007
Van Kampen American Capital 1999 - 2007
Skills
Telecommunications, Change Management, Vendor Management, Troubleshooting, Administration, Project Management, Leadership, Active Directory, Integration, Visio, System Administration, IT Management, IT Service Management, Coaching, Program Management, Business Intelligence, Management, Networking, Process Improvement, Team Leadership, Data Center, Business Analysis, Software Documentation, IT Strategy, Disaster Recovery, IT Operations
Education
University of St. Francis 1987 — 1988
Joliet Junior College
Associate's degree, Business Administration and Management, General
BP Energy January 2006 - Present
BP Energy January 2002 - January 2006
Enron December 1999 - November 2001
BP Amoco April 1997 - December 1999
Van Kampen American Capital November 1996 - April 1997
Exxon Exploration April 1996 - November 1996
3D Distribution February 1994 - April 1996
Megabyte Computers May 1990 - February 1994
Skills
Natural Gas, Analysis, Energy, Microsoft Excel, Pipelines, Data Analysis, Business Analysis, Business Process..., Change Management, Commodity, Commodity Markets, Contract Management, Energy Industry, Gas, MS Project, Oil, Petroleum, Process Improvement, Procurement, Project Management, Project Planning, Risk Management, SAP, SharePoint, Trading, Upstream
Education
University of Houston-Clear Lake
Computer Information Systems
Cigna October 2014 - Present
Direct Energy June 2012 - October 2014
Stewart Title September 2009 - June 2012
JPMorgan Chase February 2000 - April 2009
The Chase Manhattan Bank September 1998 - February 2000
Van Kampen American Capital March 1996 - September 1998
Skills
Visio, SharePoint, Excel, Team Leadership, Management, Operations Management, Process Scheduler, Negotiation, Resource Management, Consulting, Forecasting, Vendor Management, Project Portfolio..., MS Project, Business Analysis, Analysis, Microsoft Excel, Project Management, Training, Software Documentation, Change Management, Microsoft Project
Education
C.T. Bauer College of Business 2002 — 2004
MBA, International Business
University of Houston 1989 — 1994
BS in Math, Mathematics / Statistics
Texas Department of Public Safety 2009 - Present
RKI Inc. March 2005 - January 2009
Service Corporation International (Contract) November 2004 - December 2004
Aker Kvaerner (Contract) February 2004 - April 2004
Grant Prideco (Contract) July 2002 - May 2003
AIG VALIC November 1996 - December 2001
Service Corporation International (Contract) December 1995 - May 1996
Van Kampen American Capital August 1993 - October 1995
The M. W. Kellogg Co. March 1988 - April 1993
Skills
Accounting, Accounts Receivable, Account Reconciliation, Internal Controls, Auditing, Accounts Payable, Fixed Assets, Financial Accounting, Financial Reporting, Payroll, Internal Audit, GAAP, SAP, Cash Flow, General Ledger, Sarbanes-Oxley Act, Budgets
Education
Lone Star College System 2009 — 2009
Quickbooks Continuing Education
University of Houston-Downtown 1988 — 1993
BBA, Accounting
Spring Woods HS 1964 — 1968
Diploma, Academic
TD Ameritrade January 2012 - Present
Clark Consulting July 2010 - January 2012
LPL Financial July 2005 - March 2009
San Diego Christian College 2006 - 2008
LPL Financial (Linsco/Private Ledger) July 2005 - June 2006
La Jolla Presbyterian Church 2004 - 2006
CoStar Group February 2004 - July 2005
American Century Investments February 2001 - August 2003
American Express Financial Advisors (Ameriprise) March 2000 - February 2001
Van Kampen American Capital October 1992 - February 1996
Skills
People Skills, Organizational..., Technological Acumen, Investments, Insurance, Fixed Annuities, Series 7, Risk Management, Technology, Retirement, Business Acumen, Management, Selling Skills, Time Management, Equities, Financial Services, Securities, Financial Analysis, Retirement Planning, Mutual Funds, Compliance, Asset Managment, Strategic Financial..., Life Insurance, Training, Portfolio Management, Wealth Management, Financial Advisory, Series 63, Asset Allocation, Trading, FINRA, Investment Advisory, Fixed Income, Investment Management, Variable Annuities, Series 65, Investment Strategies, Series 6, 401k, Analysis, ETFs, Uniform Combined State..., Capital Markets, Financial Planners, Bonds, Asset Management, Alternative Investments, Financial Risk, Options
Education
Rockhurst University 1993 — 1997
MBA, Finance & Management
The University of Kansas 1983 — 1988
BSJ, Advertising (Journalism)
Beacon Hill Staffing Group April 2015 - Present
Henderson Global January 2004 - April 2015
Goldman Sachs June 1996 - January 2004
Van Kampen-American Capital September 1994 - April 1996
Skills
Equities, Series 7, Sales, Asset Management, Mutual Funds, Investments, Portfolio Management, Bloomberg, Hedge Funds
Education
University of Illinois at Urbana-Champaign 1990 — 1994
First Empire Securities, Inc April 2012 - Present
First Empire Securities January 2012 - Present
Advisors Asset Management, Inc. April 2007 - June 2011
Advisors Asset Management January 2007 - January 2011
Mulholland Capital Advisors 2006 - 2006
O'Shaughnessy Asset Management, LLC (OSAM) January 1999 - January 2005
Bear Stearns Asset Management Inc. 1999 - 2005
Chase Global Mutual Funds Group January 1998 - January 1999
Van Kampen American Capital January 1997 - January 1998
Diversified Financial Concepts June 1994 - June 1997
Skills
Asset Allocation, Group Presentations, ETFs, Mutual Funds, Alternative Investments, Series 7, Asset Management, Fixed Income, Securities, Institutional, Investments, Portfolio Management, Bonds, Hedge Funds, Equities, Wealth Management, Investment Strategies, Financial Markets, Annuities, Investment Advisory, Retirement, Financial Planning, Due Diligence, Asset, Retirement Planning, Insurance, Wealth, Risk Management, Financial Advisory, Series 63, IRA's, Emerging Markets, Credit, Financial Analysis, Separately Managed..., Compliance, Client Service, SMA, Analysis, Annuity, Managed Accounts, Investment Products, Fixed Income Products, Portfolio Optimization, Stocks, Fund Of Funds, Series 6, Morningstar, Portfolios, Managed Futures
Education
Boston University 1990 — 1994
Bachelor of Liberal Arts, International Relations
Staples High School 1987 — 1990
The EADS Company June 2013 - Present
Self Employed October 2010 - May 2013
MEI Technologies, Inc. January 2001 - September 2010
MEI Technologies, Inc. March 2000 - January 2001
MEI Technologies, Inc. March 1999 - March 2000
MEI Technologies, Inc. August 1997 - March 1999
Van Kampen American Capital November 1995 - November 1996
Sun and Ski Sports January 1992 - March 1993
Benfix Field Engineering August 1989 - August 1990
Skills
Microsoft Office, SharePoint, Lean Initiatives, Customer Service, Retail, Teamwork, Accounts Payable, second shift, 2nd shift, evening shift, QuickBooks, Aerospace, Accounting, Lean Manufacturing
Education
University of Houston-Clear Lake 1992 — 1994
Bachelors of Business, Management
San Jacinto College 1990 — 1992
General Studies, Pre Business
Clear Lake High School 1990
Vantage Asset Integrity Software April 2012 - Present
SolArc, Inc. November 2006 - April 2012
Gimmal Group, Inc. 2003 - 2006
Duke Energy 2002 - 2003
Luminant Worldwide 1999 - 2002
BSG Alliance 1996 - 1999
Van Kampen American Capital 1992 - 1996
Rockwell Space Operations Company January 1989 - 1992
Education
University of Pittsburgh 1984 — 1988
BS, Computer Sciene, Math
Bernardsville Garden Club June 2013 - Present
Art Association of Roxbury June 2013 - Present
CreatedbyAnastasia 2007 - Present
Bernardsville Garden Club 2011 - May 2013
MSHAC 2007 - November 2011
JPMorgan Chase 1997 - 2007
Van Kampen American Capital 1986 - 1997
Monchik Weber 1981 - 1986
CBS News 1980 - 1981
Education
Brooklyn College
B.S. in Computer Science, Technology
Big M Engineers Constructors September 2014 - Present
Kolkhorst and Kolkhorst CPA's 2013 - 2014
Ascend Performance Materials January 2012 - December 2012
Marathon Oil Corporation January 2011 - August 2011
BHP Billiton October 2003 - October 2010
KBR, Inc. 2002 - 2003
AIG American General 1997 - 2003
SCI 1995 - 1997
Van Kampen American Capital 1989 - 1996
Skills
Sarbanes-Oxley Act, Internal Controls, SEC filings, SEC Financial Reporting, SAP ERP, Benefits Accounting, Benefits Management, Individual Pension Plans, Trust Operations, Stock Compensation, CPA, Budgets, Financial Accounting, Auditing, Consolidation, Tax Preparation, Account Reconciliation, Financial Reporting, Financial Analysis, Accounting, GAAP, Finance, SEC Filings
Education
Texas A&M University 1982 — 1985
Bachelor of Business Administration (BBA), Finance/Economics