Van Kampen Funds
Industry: Company
DescriptionVan Kampen Investments, Inc. was an American mutual fund company. Formerly independent, it was acquired by Morgan Stanley in 1996. Most of Morgan Stanley's asset management activities were principally conducted under the Morgan Stanley and Van Kampen brands. Headquarters: Oakbrook Terrace, IL Founded: 1968 Subsidiaries: Van Kampen Investments, Parent organizations: Morgan Stanley, Invesco, Van Kampen Investments, MSAM Holdings II Inc
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Van Kampen Funds Employees
Employee
Years
Job
Industry
Libby Fogg Libby Fogg's Van Kampen Funds Experience July 1998 - January 2000
Job Paraplanner at Begay & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Next Financial October 2012 - March 2013
TIAA-CREF July 2012 - August 2012
Wells Fargo November 2010 - December 2010
Wachovia, A Wells Fargo Company February 2007 - September 2010
Wachovia February 2004 - February 2007
Wachovia September 2002 - February 2004
Van Kampen Investments (within VK Trust Company) February 2000 - July 2002
Van Kampen Funds July 1998 - January 2000
Bank One January 1997 - January 1998
Education
Keller Graduate School of Management of DeVry University 2000 — 2004
MBA, Taxation & Accountancy
University of Houston 1991 — 1996
Bachelor of Arts, Psychology
Schreiner University 1990 — 1991
English
Aransas Pass High School 1986 — 1990
High School
Ameriprise Financial Services, Inc. September 2013 - Present
Next Financial October 2012 - March 2013
TIAA-CREF July 2012 - August 2012
Wells Fargo November 2010 - December 2010
Wachovia, A Wells Fargo Company February 2007 - September 2010
Wachovia February 2004 - February 2007
Wachovia September 2002 - February 2004
Van Kampen Investments (within VK Trust Company) February 2000 - July 2002
Van Kampen Funds July 1998 - January 2000
Bank One January 1997 - January 1998
Education
Keller Graduate School of Management of DeVry University 2000 — 2004
MBA, Taxation & Accountancy
University of Houston 1991 — 1996
Bachelor of Arts, Psychology
Schreiner University 1990 — 1991
English
Aransas Pass High School 1986 — 1990
High School
Ryan Rouse Ryan Rouse's Van Kampen Funds Experience January 2005 - January 2007
Job Cofounder & Chief Marketing Officer at Factor 75
Industry Health, Wellness and Fitness
Experience
Factor 75 January 2013 - Present
Merrill Lynch Structured Investments July 2009 - February 2014
Merrill Lynch Equity New Issue January 2007 - August 2009
Van Kampen Funds January 2005 - January 2007
Ricoh Business Solutions August 2001 - March 2005
Skills
Sales, Strategic Leadership, Marketing Strategy, Building Relationships, E-commerce, Business Development, Capital Markets, Derivatives, Closed-end Funds, Trading, Marketing, Account Management, Leadership, Management, Mergers, New Business Development, Sales Management, Salesforce.com, Social Media, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Entrepreneurship, Public Speaking, Business Strategy, Team Building, Digital Strategy, Social Media Marketing
Education
University of Iowa 1997 — 2001
B.A., Finance
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
B.A., Finance
Factor 75 January 2013 - Present
Merrill Lynch Structured Investments July 2009 - February 2014
Merrill Lynch Equity New Issue January 2007 - August 2009
Van Kampen Funds January 2005 - January 2007
Ricoh Business Solutions August 2001 - March 2005
Skills
Sales, Strategic Leadership, Marketing Strategy, Building Relationships, E-commerce, Business Development, Capital Markets, Derivatives, Closed-end Funds, Trading, Marketing, Account Management, Leadership, Management, Mergers, New Business Development, Sales Management, Salesforce.com, Social Media, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Entrepreneurship, Public Speaking, Business Strategy, Team Building, Digital Strategy, Social Media Marketing
Education
University of Iowa 1997 — 2001
B.A., Finance
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
B.A., Finance
Tracy Schneider Tracy Schneider's Van Kampen Funds Experience November 2000 - June 2010
Job
Industry Financial Services
Experience
Chicago-Based Financial Services Firm July 2011 - Present
Morgan Stanley Investment Management November 2000 - June 2011
Van Kampen Funds November 2000 - June 2010
ADP March 1998 - November 2000
ARPAC August 1995 - March 1998
Skills
Mutual Funds, Marketing Communications, Corporate Communications, Digital Marketing, Marketing Strategy, Marketing, Newsletters, Alternative Investments, Product Management, Series 7, Equities, Investments, Investment Management, Product Marketing, Cross-functional Team..., Fixed Income, Integrated Marketing, Asset Allocation, Series 63, Asset Management, Hedge Funds
Education
University of Illinois at Urbana-Champaign 1990 — 1994
BS
Chicago-Based Financial Services Firm July 2011 - Present
Morgan Stanley Investment Management November 2000 - June 2011
Van Kampen Funds November 2000 - June 2010
ADP March 1998 - November 2000
ARPAC August 1995 - March 1998
Skills
Mutual Funds, Marketing Communications, Corporate Communications, Digital Marketing, Marketing Strategy, Marketing, Newsletters, Alternative Investments, Product Management, Series 7, Equities, Investments, Investment Management, Product Marketing, Cross-functional Team..., Fixed Income, Integrated Marketing, Asset Allocation, Series 63, Asset Management, Hedge Funds
Education
University of Illinois at Urbana-Champaign 1990 — 1994
BS
Thomas J. Russell Thomas J. Russell's Van Kampen Funds Experience January 1997 - June 1999
Job Regional Sales Vice President at MetLife Investors; External Wholesaler
Industry Financial Services
Experience
MetLife Investors January 2004 - Present
Travelers Life & Annuity July 1999 - December 2003
Van Kampen Funds January 1997 - June 1999
Skills
Variable Annuities, Fixed Annuities, Mutual Funds, Retirement Planning, Fixed Income Strategies, Series 7, Series 6, Retirement, Wealth Management, Series 63, Financial Advisory, 401k, Life Insurance
Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA)
MetLife Investors January 2004 - Present
Travelers Life & Annuity July 1999 - December 2003
Van Kampen Funds January 1997 - June 1999
Skills
Variable Annuities, Fixed Annuities, Mutual Funds, Retirement Planning, Fixed Income Strategies, Series 7, Series 6, Retirement, Wealth Management, Series 63, Financial Advisory, 401k, Life Insurance
Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA)
Fred Deutschmann CPA, MBA, PMP Fred Deutschmann CPA, MBA, PMP's Van Kampen Funds Experience 2000 - 2003
Job Consultant at RGP Consulting
Industry Accounting
Experience
Walgreens April 2013 - June 2015
Walgreens September 2010 - April 2013
Walgreens November 2005 - August 2010
Walgreens 2004 - 2005
CVS Caremark Corporation 2003 - 2004
Van Kampen Funds 2000 - 2003
GATX 1998 - 1999
JCAHO 1994 - 1998
American Stores / Osco Drug Stores 1984 - 1994
Jewel Companies / Jewel Food Stores 1980 - 1984
Skills
Accounting, Vendor Management, Internal Audit, Management, Process Improvement, Accounts Receivable, Business Analysis, Auditing, Forecasting, Budgets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Management Information Systems
University of Illinois at Urbana-Champaign - College of Business
BS, Accountancy
Walgreens April 2013 - June 2015
Walgreens September 2010 - April 2013
Walgreens November 2005 - August 2010
Walgreens 2004 - 2005
CVS Caremark Corporation 2003 - 2004
Van Kampen Funds 2000 - 2003
GATX 1998 - 1999
JCAHO 1994 - 1998
American Stores / Osco Drug Stores 1984 - 1994
Jewel Companies / Jewel Food Stores 1980 - 1984
Skills
Accounting, Vendor Management, Internal Audit, Management, Process Improvement, Accounts Receivable, Business Analysis, Auditing, Forecasting, Budgets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Management Information Systems
University of Illinois at Urbana-Champaign - College of Business
BS, Accountancy
Jerry Waldron Jerry Waldron's Van Kampen Funds Experience 1990 - 1998
Job Regional Pension Consultant
Industry Financial Services
Experience
Retail January 2015 - Present
Farmer & Betts February 2014 - 2014
Benetech, Inc. June 2011 - June 2012
Loren D. Stark July 2010 - January 2011
American Funds March 2005 - June 2010
ADP January 2000 - March 2005
Morgan Stanley Smith Barney 1998 - 1999
Van Kampen Funds 1990 - 1998
Skills
401k, Pensions, Retirement Planning, Insurance, Retirement, Investments, Retirement Plan..., Financial Services
Education
Houston Baptist University 1983 — 1986
Business
Texas State University 1983 — 1986
Business, Marketing
Dulles High School 1979 — 1982
Retail January 2015 - Present
Farmer & Betts February 2014 - 2014
Benetech, Inc. June 2011 - June 2012
Loren D. Stark July 2010 - January 2011
American Funds March 2005 - June 2010
ADP January 2000 - March 2005
Morgan Stanley Smith Barney 1998 - 1999
Van Kampen Funds 1990 - 1998
Skills
401k, Pensions, Retirement Planning, Insurance, Retirement, Investments, Retirement Plan..., Financial Services
Education
Houston Baptist University 1983 — 1986
Business
Texas State University 1983 — 1986
Business, Marketing
Dulles High School 1979 — 1982
Cynthia Albrecht, QKA, AIF, PPC's Van Kampen Funds Experience July 1987 - December 1998
Job Vice President Retirement Plan Administration open to networking opportunities
Industry Financial Services
Experience
Invisor Solutions June 2015 - Present
Verisight, Inc November 2014 - May 2015
Charles Schwab December 2008 - November 2014
The Standard July 2004 - November 2008
Morgan Stanley Dean Witter January 1999 - September 2000
Van Kampen Funds July 1987 - December 1998
Skills
Financial Services, Employee Benefits, Leadership, Defined Contribution, Benefits Administration, Project Management, Account Management, Qualified Retirement..., Salesforce.com, 401k, Profit Sharing, Training, Retirement Plan..., Retirement Plan..., Relationship Management, Process Improvement, Retirement Benefits, Finance, Pension Administration, Alternative Investments, Retirement, Retirement Planning, Employee Training, ERISA, Develop Operating..., Employee Engagement, Customer Engagement, Engagement Management, Employee Management, Employee Recognition, Employee Relations, Accurate Record Keeping, AIF, PPC, Hands-on Training, Legal Compliance, Compliance, Building Relationships, Manage Client..., Business Relationship..., Plant Design, Mutual Funds, Independent TPA, Independent Thinking, Work Well Independently, Ethical Leadership, Ownership, People Development, Inspiring People, Exceptional People...
Education
Texas State University-San Marcos 1983 — 1986
BS, Consumer Science
Concordia University 1980 — 1981
Bachelor of Science (B.S.), Family and Consumer Sciences/Home Economics Teacher Education
Invisor Solutions June 2015 - Present
Verisight, Inc November 2014 - May 2015
Charles Schwab December 2008 - November 2014
The Standard July 2004 - November 2008
Morgan Stanley Dean Witter January 1999 - September 2000
Van Kampen Funds July 1987 - December 1998
Skills
Financial Services, Employee Benefits, Leadership, Defined Contribution, Benefits Administration, Project Management, Account Management, Qualified Retirement..., Salesforce.com, 401k, Profit Sharing, Training, Retirement Plan..., Retirement Plan..., Relationship Management, Process Improvement, Retirement Benefits, Finance, Pension Administration, Alternative Investments, Retirement, Retirement Planning, Employee Training, ERISA, Develop Operating..., Employee Engagement, Customer Engagement, Engagement Management, Employee Management, Employee Recognition, Employee Relations, Accurate Record Keeping, AIF, PPC, Hands-on Training, Legal Compliance, Compliance, Building Relationships, Manage Client..., Business Relationship..., Plant Design, Mutual Funds, Independent TPA, Independent Thinking, Work Well Independently, Ethical Leadership, Ownership, People Development, Inspiring People, Exceptional People...
Education
Texas State University-San Marcos 1983 — 1986
BS, Consumer Science
Concordia University 1980 — 1981
Bachelor of Science (B.S.), Family and Consumer Sciences/Home Economics Teacher Education
Charles R. Garcia Jr.'s Van Kampen Funds Experience 1997 - 1999
Job Lead Business Advisor at USAA
Industry Financial Services
Experience
USAA 2013 - Present
USAA 2011 - 2013
USAA 2010 - 2011
Knight Wealth Management 2007 - 2010
Merrill Lynch June 2002 - October 2007
VALIC 2001 - 2002
VALIC 1999 - 2001
Van Kampen Funds 1997 - 1999
Skills
Project Management, Vision Creation, Strategic Planning, Wealth Management..., Investment Strategies, Separately Managed..., Holistic Financial..., 529 Plans, ETFs, Business Development, Entrepreneurship, Six Sigma, Financial Advisory, Wealth, Strategy, Financial Services, Portfolio Management, Finance, Management, Leadership, Retirement Planning, Mutual Funds, Investment Advisory, Strategic Financial..., Retirement, Series 7, Asset Allocation, Series 63, Estate Planning, Investments, Wealth Management, 401k, Securities, Insurance, Financial Planning
Education
William Howard Taft University
Juris Doctor (J.D.), Law
The University of Texas at Austin 2013 — 2013
Innovator Certification Course, Innovation
University of St. Thomas
Certificate of Advanced Education, Financial Planning
University of Houston
BS, Psychology
USAA 2013 - Present
USAA 2011 - 2013
USAA 2010 - 2011
Knight Wealth Management 2007 - 2010
Merrill Lynch June 2002 - October 2007
VALIC 2001 - 2002
VALIC 1999 - 2001
Van Kampen Funds 1997 - 1999
Skills
Project Management, Vision Creation, Strategic Planning, Wealth Management..., Investment Strategies, Separately Managed..., Holistic Financial..., 529 Plans, ETFs, Business Development, Entrepreneurship, Six Sigma, Financial Advisory, Wealth, Strategy, Financial Services, Portfolio Management, Finance, Management, Leadership, Retirement Planning, Mutual Funds, Investment Advisory, Strategic Financial..., Retirement, Series 7, Asset Allocation, Series 63, Estate Planning, Investments, Wealth Management, 401k, Securities, Insurance, Financial Planning
Education
William Howard Taft University
Juris Doctor (J.D.), Law
The University of Texas at Austin 2013 — 2013
Innovator Certification Course, Innovation
University of St. Thomas
Certificate of Advanced Education, Financial Planning
University of Houston
BS, Psychology
Maryam Rusch Maryam Rusch's Van Kampen Funds Experience 2002 - 2003
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial April 2013 - Present
NexBank Securities December 2011 - February 2013
MainStay Investments / New York Life Investment Management November 2007 - October 2009
AIG SunAmerica September 2003 - November 2007
Van Kampen Funds 2002 - 2003
WM financial services May 2001 - September 2002
Washington Mutual Bank July 1998 - May 2001
Skills
Series 63, Series 7, Series 65, Mutual Funds, Series 6, Separately Managed..., Liquid Alternatives, Variable Annuities, Fixed Annuities, Financial Services, Financial Advisory, Investment Advisory, Wealth Management, Asset Allocation, Investments, 401k, Retirement Planning, Alternative Investments, ETFs, IRAs, Retirement, FINRA, Series 24, Uniform Combined State...
Education
California State University-Northridge 1999 — 2002
BA, Criminology and Corrections
Birmingham High School 1992 — 1996
Herzl 1991 — 1993
Industry Related Training
Nationwide Financial April 2013 - Present
NexBank Securities December 2011 - February 2013
MainStay Investments / New York Life Investment Management November 2007 - October 2009
AIG SunAmerica September 2003 - November 2007
Van Kampen Funds 2002 - 2003
WM financial services May 2001 - September 2002
Washington Mutual Bank July 1998 - May 2001
Skills
Series 63, Series 7, Series 65, Mutual Funds, Series 6, Separately Managed..., Liquid Alternatives, Variable Annuities, Fixed Annuities, Financial Services, Financial Advisory, Investment Advisory, Wealth Management, Asset Allocation, Investments, 401k, Retirement Planning, Alternative Investments, ETFs, IRAs, Retirement, FINRA, Series 24, Uniform Combined State...
Education
California State University-Northridge 1999 — 2002
BA, Criminology and Corrections
Birmingham High School 1992 — 1996
Herzl 1991 — 1993
Industry Related Training
Jennifer Humecke's Van Kampen Funds Experience 1990 - 1997
Job Interim Youth Services Manager at West Chicago Public Library District
Industry Libraries
Experience
West Chicago Public Library District 2015 - Present
West Chicago Public Library District November 2008 - June 2015
St. Charles Public Library 2004 - 2008
West Chicago Public Library District 2003 - 2003
OAS Software 1997 - 2002
Van Kampen Funds 1990 - 1997
Skills
Technical Writing, Editing, Cataloging, Library Science, Books, Public Libraries, Archives, Libraries, Electronic Resources, Bookplate cataloging, Digital Collections -...
Education
Dominican University 2001 — 2005
Master's Degree, Library Science (MLIS)
Purdue University 1988 — 1989
Bachelor of Arts (B.A.), Professional, Technical, Business, and Scientific Writing
University of Illinois at Urbana-Champaign 1985 — 1988
Pre-Journalism, Rhetoric
Glenbard South High School 1981 — 1985
West Chicago Public Library District 2015 - Present
West Chicago Public Library District November 2008 - June 2015
St. Charles Public Library 2004 - 2008
West Chicago Public Library District 2003 - 2003
OAS Software 1997 - 2002
Van Kampen Funds 1990 - 1997
Skills
Technical Writing, Editing, Cataloging, Library Science, Books, Public Libraries, Archives, Libraries, Electronic Resources, Bookplate cataloging, Digital Collections -...
Education
Dominican University 2001 — 2005
Master's Degree, Library Science (MLIS)
Purdue University 1988 — 1989
Bachelor of Arts (B.A.), Professional, Technical, Business, and Scientific Writing
University of Illinois at Urbana-Champaign 1985 — 1988
Pre-Journalism, Rhetoric
Glenbard South High School 1981 — 1985
Christian Sellier Christian Sellier's Van Kampen Funds Experience 1997 - 2000
Job Internal Wholesaler at Pacific Life
Industry Financial Services
Experience
Pacific Life August 2013 - Present
BBVA Compass October 2009 - April 2013
Western & Southern Financial Group October 2008 - October 2009
Ziegler 2007 - 2008
Allstate Financial 2004 - 2007
JPMorgan Chase 2000 - 2004
Van Kampen Funds 1997 - 2000
Education
Benedictine University 1999 — 2001
University of Houston, C.T. Bauer College of Business 1990 — 1994
Finance
Pacific Life August 2013 - Present
BBVA Compass October 2009 - April 2013
Western & Southern Financial Group October 2008 - October 2009
Ziegler 2007 - 2008
Allstate Financial 2004 - 2007
JPMorgan Chase 2000 - 2004
Van Kampen Funds 1997 - 2000
Education
Benedictine University 1999 — 2001
University of Houston, C.T. Bauer College of Business 1990 — 1994
Finance
Gilles Hudelot's Van Kampen Funds Experience 1991 - 1995
Job Retirement Consultant, H.D. Vest Retirement Services Department
Industry Financial Services
Experience
H.D. Vest Financial Services July 2011 - Present
ING March 2004 - July 2011
Various Brokerage Firm 2001 - 2003
Transamerica Financial Services 1999 - 2001
RBC Dain Rauscher 1996 - 1999
Van Kampen Funds 1991 - 1995
Skills
Retirement, 401k, Series 7, Retirement Planning, Series 6, Series 63, Retirement Plan..., Pensions, Mutual Funds
Education
Louisiana State University 1983 — 1989
Bachelor of Arts & Sciences, Speech & Communications
Acadiana High School 1979 — 1983
H.D. Vest Financial Services July 2011 - Present
ING March 2004 - July 2011
Various Brokerage Firm 2001 - 2003
Transamerica Financial Services 1999 - 2001
RBC Dain Rauscher 1996 - 1999
Van Kampen Funds 1991 - 1995
Skills
Retirement, 401k, Series 7, Retirement Planning, Series 6, Series 63, Retirement Plan..., Pensions, Mutual Funds
Education
Louisiana State University 1983 — 1989
Bachelor of Arts & Sciences, Speech & Communications
Acadiana High School 1979 — 1983
Cheryl Koenig, CRPC Cheryl Koenig, CRPC's Van Kampen Funds Experience 1998 - 1999
Job Retirement Plan Consultant at Transamerica
Industry Financial Services
Experience
Transamerica April 2013 - Present
Van Kampen Investments 1999 - 2004
Van Kampen Funds 1998 - 1999
Security First Group 1996 - 1998
Skills
Mutual Funds, Series 7, Series 63, Licensed Life Insurance..., Variable Annuities, ETFs, Unit Investment Trusts, 403b, Retirement Planning, Securities, Wealth Management
Education
Northern Illinois University 1993 — 1996
Business, Finance
Transamerica April 2013 - Present
Van Kampen Investments 1999 - 2004
Van Kampen Funds 1998 - 1999
Security First Group 1996 - 1998
Skills
Mutual Funds, Series 7, Series 63, Licensed Life Insurance..., Variable Annuities, ETFs, Unit Investment Trusts, 403b, Retirement Planning, Securities, Wealth Management
Education
Northern Illinois University 1993 — 1996
Business, Finance
Gint Rimas Gint Rimas's Van Kampen Funds Experience January 1999 - December 1999
Job Director at ITG
Industry Financial Services
Experience
ITG January 2013 - Present
ITG June 2006 - Present
NYU Stern School of Business 2013 - 2013
NYU Stern School of Business 2013 - 2013
NYU Stern School of Business 2013 - 2013
Thomson Financial May 2005 - May 2006
Thomson Financial January 2002 - May 2005
Thomson First Call January 2001 - January 2002
Thomson First Call January 2000 - January 2001
Van Kampen Funds January 1999 - December 1999
Skills
VBA, Series 7, Statistics, Financial Analysis, Product Management, Communications Audits, Matlab, Research, Software Development, Perl, Java, Networking
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Boston College 1995 — 1999
BA, Economics
Fenwick High School
ITG January 2013 - Present
ITG June 2006 - Present
NYU Stern School of Business 2013 - 2013
NYU Stern School of Business 2013 - 2013
NYU Stern School of Business 2013 - 2013
Thomson Financial May 2005 - May 2006
Thomson Financial January 2002 - May 2005
Thomson First Call January 2001 - January 2002
Thomson First Call January 2000 - January 2001
Van Kampen Funds January 1999 - December 1999
Skills
VBA, Series 7, Statistics, Financial Analysis, Product Management, Communications Audits, Matlab, Research, Software Development, Perl, Java, Networking
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Boston College 1995 — 1999
BA, Economics
Fenwick High School
Patricia Lathrop Moler Patricia Lathrop Moler's Van Kampen Funds Experience March 1987 - May 2002
Job Director, Dearborn Partners
Industry Financial Services
Experience
Dearborn Partners October 2011 - Present
American Funds Distributors, Inc September 2004 - July 2009
Lincoln Financial Distributors May 2002 - September 2004
Van Kampen Funds March 1987 - May 2002
Skills
Series 7, Series 63, Fixed Annuities, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Investment Advisory, Retirement, Series 24, Retirement Planning, 401k, Asset Management, Equities, IRAs, Annuity
Education
Clemson University
Education
Dearborn Partners October 2011 - Present
American Funds Distributors, Inc September 2004 - July 2009
Lincoln Financial Distributors May 2002 - September 2004
Van Kampen Funds March 1987 - May 2002
Skills
Series 7, Series 63, Fixed Annuities, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Investment Advisory, Retirement, Series 24, Retirement Planning, 401k, Asset Management, Equities, IRAs, Annuity
Education
Clemson University
Education
Jason Fruge Jason Fruge's Van Kampen Funds Experience January 1998 - January 2000
Job Senior Vice President, Global Information Security Officer at Citi
Industry Financial Services
Experience
Evanta November 2013 - Present
Citi September 2011 - Present
Cerner Corporation March 2011 - September 2011
Fishnet Security, Inc October 2006 - March 2011
Sprint Nextel April 2006 - October 2006
Unisys / USDA Security June 2004 - April 2006
Sprint January 2000 - June 2004
Van Kampen Funds January 1998 - January 2000
Skills
Risk Management, CISSP, Information Security..., Physical Security, Mobile Security, Data Security, Technical Leadership, Risk Assessment, Security, Penetration Testing, Firewalls, Security Audits, Cloud Computing, Disaster Recovery, Network Security, PCI DSS, Governance, Information Technology, Information Security, Professional Services, Business Process, Computer Forensics, Security Architecture..., Vulnerability Management, Vulnerability Assessment, Strategy, Computer Security, IT Audit, Business Continuity, Identity Management, Virtualization, Application Security, Security Management, CISA, Security Awareness, CISM, ISO 27001, Security Policy, Encryption
Education
University of Phoenix
Bachelor of Science, Business Management
Evanta November 2013 - Present
Citi September 2011 - Present
Cerner Corporation March 2011 - September 2011
Fishnet Security, Inc October 2006 - March 2011
Sprint Nextel April 2006 - October 2006
Unisys / USDA Security June 2004 - April 2006
Sprint January 2000 - June 2004
Van Kampen Funds January 1998 - January 2000
Skills
Risk Management, CISSP, Information Security..., Physical Security, Mobile Security, Data Security, Technical Leadership, Risk Assessment, Security, Penetration Testing, Firewalls, Security Audits, Cloud Computing, Disaster Recovery, Network Security, PCI DSS, Governance, Information Technology, Information Security, Professional Services, Business Process, Computer Forensics, Security Architecture..., Vulnerability Management, Vulnerability Assessment, Strategy, Computer Security, IT Audit, Business Continuity, Identity Management, Virtualization, Application Security, Security Management, CISA, Security Awareness, CISM, ISO 27001, Security Policy, Encryption
Education
University of Phoenix
Bachelor of Science, Business Management
David T Jones's Van Kampen Funds Experience 2001 - 2007
Job Sr Support Engineer at JustFab Inc.
Industry Information Technology and Services
Experience
JustFab Inc. June 2015 - Present
Column Technologies March 2013 - May 2015
Bank of America April 2010 - March 2013
BP November 2007 - April 2010
Morgan Stanley 2001 - 2007
Van Kampen 2001 - 2007
Van Kampen Funds 2001 - 2007
Morgan Stanley Investment Management 2001 - 2007
Motorola 1998 - 2001
Compaq 1998 - 2001
Skills
Windows, Technical Support, Unix, Active Directory, XML, Management, Network Administration, Vendor Management, Business Analysis, Project Management, Help Desk Support, Disaster Recovery, IT Strategy, Application Support, Process Improvement, SharePoint, Recruiting, Software Documentation, Business Intelligence, Information Technology, Databases, ITIL, IT Service Management, Software Development, Visio, Cloud Computing
Education
College of DuPage 1993 — 1995
Naperville North
JustFab Inc. June 2015 - Present
Column Technologies March 2013 - May 2015
Bank of America April 2010 - March 2013
BP November 2007 - April 2010
Morgan Stanley 2001 - 2007
Van Kampen 2001 - 2007
Van Kampen Funds 2001 - 2007
Morgan Stanley Investment Management 2001 - 2007
Motorola 1998 - 2001
Compaq 1998 - 2001
Skills
Windows, Technical Support, Unix, Active Directory, XML, Management, Network Administration, Vendor Management, Business Analysis, Project Management, Help Desk Support, Disaster Recovery, IT Strategy, Application Support, Process Improvement, SharePoint, Recruiting, Software Documentation, Business Intelligence, Information Technology, Databases, ITIL, IT Service Management, Software Development, Visio, Cloud Computing
Education
College of DuPage 1993 — 1995
Naperville North
Dawn Rorai Dawn Rorai's Van Kampen Funds Experience May 1998 - May 2000
Job Senior Channel Marketer at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. April 2012 - Present
Invesco Ltd. May 2002 - March 2012
AIM Investments May 2000 - May 2002
Van Kampen Funds May 1998 - May 2000
Skills
Project Management, New Business Development, PowerPoint, Microsoft Excel, Relationship Management, Mutual Funds, Team Building, Negotiation, Series 7, Microsoft Office, AAMS, Investments
Education
Naropa University
Studied Creative Writing
University of Houston-Downtown
Bachelor of Science (BS), Interdisciplinary Studies
Invesco Ltd. April 2012 - Present
Invesco Ltd. May 2002 - March 2012
AIM Investments May 2000 - May 2002
Van Kampen Funds May 1998 - May 2000
Skills
Project Management, New Business Development, PowerPoint, Microsoft Excel, Relationship Management, Mutual Funds, Team Building, Negotiation, Series 7, Microsoft Office, AAMS, Investments
Education
Naropa University
Studied Creative Writing
University of Houston-Downtown
Bachelor of Science (BS), Interdisciplinary Studies
Tim Sears Tim Sears's Van Kampen Funds Experience June 1998 - April 2000
Job Controller at Fruit Ridge Tools, LLC
Industry Internet
Experience
Fruit Ridge Tools, LLC October 2005 - Present
KeyBanc Capital Markets April 2000 - August 2001
Van Kampen Funds June 1998 - April 2000
Skills
Financial Reporting, Financial Analysis, Strategic Financial..., Leadership, Investments, Accounting, Strategic Planning
Education
Grove City College 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services
Liberty University 1993 — 1995
Fruit Ridge Tools, LLC October 2005 - Present
KeyBanc Capital Markets April 2000 - August 2001
Van Kampen Funds June 1998 - April 2000
Skills
Financial Reporting, Financial Analysis, Strategic Financial..., Leadership, Investments, Accounting, Strategic Planning
Education
Grove City College 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services
Liberty University 1993 — 1995
Julie Hinojosa Julie Hinojosa's Van Kampen Funds Experience 1987 - 2001
Job Sr. Executive Assistant
Industry Oil & Energy
Experience
Schlumberger September 2010 - Present
Smith International July 2009 - August 2010
Smith International January 2009 - June 2009
ACT Transcription September 2001 - December 2008
Van Kampen Funds 1987 - 2001
Skills
Administrative..., Time Management, Project Planning, Customer Service, Invoicing, Event Planning, Team-oriented, Meeting Scheduling, Supervisory Skills, Budgets, Outlook, Administrative..., PowerPoint, Petroleum, Microsoft Excel, Microsoft Office, High Quality Standards, Project Management, Travel Arrangements -..., Contract Management, Microsoft Word, Teamwork
Education
University of Houston-Downtown 1985 — 1993
Bachelor of Arts in Business Administration, Management
Schlumberger September 2010 - Present
Smith International July 2009 - August 2010
Smith International January 2009 - June 2009
ACT Transcription September 2001 - December 2008
Van Kampen Funds 1987 - 2001
Skills
Administrative..., Time Management, Project Planning, Customer Service, Invoicing, Event Planning, Team-oriented, Meeting Scheduling, Supervisory Skills, Budgets, Outlook, Administrative..., PowerPoint, Petroleum, Microsoft Excel, Microsoft Office, High Quality Standards, Project Management, Travel Arrangements -..., Contract Management, Microsoft Word, Teamwork
Education
University of Houston-Downtown 1985 — 1993
Bachelor of Arts in Business Administration, Management
Richard Lauer Richard Lauer's Van Kampen Funds Experience 2002 - 2004
Job Compliance Manager, Testing at BOK Financial
Industry Banking
Experience
Cadence Bank, N.A. November 2014 - Present
BOK Financial February 2014 - Present
Zions Bancorporation August 2012 - February 2014
Zions Bancorporation August 2008 - August 2012
US Fiduciary 2008 - 2008
CC Family Hair Care 2004 - 2007
Van Kampen Funds 2002 - 2004
Enron 1999 - 2001
Bank United 1996 - 1998
Advantage Capital (Subsidiary of American Capital) August 1993 - October 1997
Skills
AML, Banking, Securities, Customer Service, Compliance, Privacy Compliance, Privacy Regulations, FINRA, Compliance Regulations, Series 7
Education
Ferris State University 1987 — 1990
B.S., Business Management
Cadence Bank, N.A. November 2014 - Present
BOK Financial February 2014 - Present
Zions Bancorporation August 2012 - February 2014
Zions Bancorporation August 2008 - August 2012
US Fiduciary 2008 - 2008
CC Family Hair Care 2004 - 2007
Van Kampen Funds 2002 - 2004
Enron 1999 - 2001
Bank United 1996 - 1998
Advantage Capital (Subsidiary of American Capital) August 1993 - October 1997
Skills
AML, Banking, Securities, Customer Service, Compliance, Privacy Compliance, Privacy Regulations, FINRA, Compliance Regulations, Series 7
Education
Ferris State University 1987 — 1990
B.S., Business Management
Browning, John Certified Senior Advisor Browning, John Certified Senior Advisor's Van Kampen Funds Experience August 1991 - January 2009
Job Managing Director Incapital & Owner Home Helpers
Industry Financial Services
Experience
Home Helpers of Barrington September 2012 - Present
Incapital May 2011 - Present
Infotechnics LLC October 2005 - Present
Trinergy LLC 2004 - April 2013
CEIF 2003 - April 2012
GUGGENHEIM FUNDS DISTRIBUTORS INC. April 2010 - May 2011
PowerShares May 2009 - April 2010
Evangelical Child and Family Agency 2007 - 2010
Van Kampen Funds August 1991 - January 2009
Van Kampen Investments August 1991 - January 2009
Skills
Investment Strategies, Risk Management, Trading, Negotiation, Teaching, Investments, Equities, Municipal Bonds, Portfolio Management, Unit Trusts, ETFs, Public Speaking, Series 7, Series 24, Series 63, Fixed Income Analysis, Asset Allocation, Asset Managment, Fixed Income, Customer Service, Mutual Funds, Asset Management, Securities, Leadership, Valuation, Organizational..., Strategic Planning, Reorganization, High Yield Bonds, Fixed Income Portfolio..., Certified Senior Adviser, Alzheimer's Care, Fall Prevention, Senior Services, Long-term Care, Rehabilitation, Geriatric Rehabilitation, Long Term Care Insurance, Writing, Rheumatoid Arthritis, Bonds, Investment Advisory, International Economics, International Investment, Investment Management, Wealth Management, Options, Financial Markets, Executive Management, Retirement Planning
Education
Northern Illinois University 1995 — 1998
MBA, Finance
Cedarville University 1987 — 1991
BA, Business Admin Finance & Mgmt
Home Helpers of Barrington September 2012 - Present
Incapital May 2011 - Present
Infotechnics LLC October 2005 - Present
Trinergy LLC 2004 - April 2013
CEIF 2003 - April 2012
GUGGENHEIM FUNDS DISTRIBUTORS INC. April 2010 - May 2011
PowerShares May 2009 - April 2010
Evangelical Child and Family Agency 2007 - 2010
Van Kampen Funds August 1991 - January 2009
Van Kampen Investments August 1991 - January 2009
Skills
Investment Strategies, Risk Management, Trading, Negotiation, Teaching, Investments, Equities, Municipal Bonds, Portfolio Management, Unit Trusts, ETFs, Public Speaking, Series 7, Series 24, Series 63, Fixed Income Analysis, Asset Allocation, Asset Managment, Fixed Income, Customer Service, Mutual Funds, Asset Management, Securities, Leadership, Valuation, Organizational..., Strategic Planning, Reorganization, High Yield Bonds, Fixed Income Portfolio..., Certified Senior Adviser, Alzheimer's Care, Fall Prevention, Senior Services, Long-term Care, Rehabilitation, Geriatric Rehabilitation, Long Term Care Insurance, Writing, Rheumatoid Arthritis, Bonds, Investment Advisory, International Economics, International Investment, Investment Management, Wealth Management, Options, Financial Markets, Executive Management, Retirement Planning
Education
Northern Illinois University 1995 — 1998
MBA, Finance
Cedarville University 1987 — 1991
BA, Business Admin Finance & Mgmt
Sarah Metsa's Van Kampen Funds Experience 1996 - 1998
Job Business Services Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
BBVA Compass July 2013 - December 2014
Amegy Investments July 2007 - June 2013
Smith Barney February 2006 - July 2007
Morgan Stanley May 2003 - February 2006
Morgan Stanley June 2002 - May 2003
Morgan Stanley March 1999 - June 2002
Van Kampen (subsidiary of Morgan Stanley) August 1996 - March 1999
Van Kampen Funds 1996 - 1998
Skills
Conversational French, Procedure Development, Beginning Metalsmith, Beginning Lapidarist, Training, Policy, Budgets, Process Improvement, Operations Management, Investments, Customer Service, Mutual Funds, Auditing, Sales, FINRA, Banking, French, Contract Negotiation
Education
Cornell College 1992 — 1996
Bachelor of Arts - double major, Business/Economics French Studies
South Texas College of Law
Morgan Stanley January 2015 - Present
BBVA Compass July 2013 - December 2014
Amegy Investments July 2007 - June 2013
Smith Barney February 2006 - July 2007
Morgan Stanley May 2003 - February 2006
Morgan Stanley June 2002 - May 2003
Morgan Stanley March 1999 - June 2002
Van Kampen (subsidiary of Morgan Stanley) August 1996 - March 1999
Van Kampen Funds 1996 - 1998
Skills
Conversational French, Procedure Development, Beginning Metalsmith, Beginning Lapidarist, Training, Policy, Budgets, Process Improvement, Operations Management, Investments, Customer Service, Mutual Funds, Auditing, Sales, FINRA, Banking, French, Contract Negotiation
Education
Cornell College 1992 — 1996
Bachelor of Arts - double major, Business/Economics French Studies
South Texas College of Law
Audie Zwahr Audie Zwahr's Van Kampen Funds Experience January 1988 - January 2004
Job Internal Sales
Industry Real Estate
Experience
Hines Securities, Inc January 2004 - Present
Van Kampen Funds January 1988 - January 2004
Skills
Retirement
Education
LeTourneau University 2002 — 2004
MBA
Texas State University 1999 — 2004
Hines Securities, Inc January 2004 - Present
Van Kampen Funds January 1988 - January 2004
Skills
Retirement
Education
LeTourneau University 2002 — 2004
MBA
Texas State University 1999 — 2004
Cathy Edwards Cathy Edwards's Van Kampen Funds Experience 1996 - 2001
Job Virtual Franchisee with Juice Plus
Industry Health, Wellness and Fitness
Experience
NSA Juice Plus March 2011 - Present
C3 International LLC November 2009 - Present
T&C Enterprises LLC January 2000 - July 2007
Van Kampen Funds 1996 - 2001
DST Systems January 1994 - December 1995
Skills
Investments, Real Estate, Nutrition, Wellness, Leadership, Wellness Coaching, Fitness, Nutritional Counseling, Entrepreneurship, Holistic Health, Health Education
Education
Graceland University 1990 — 1991
Business Administration, Economics
NSA Juice Plus March 2011 - Present
C3 International LLC November 2009 - Present
T&C Enterprises LLC January 2000 - July 2007
Van Kampen Funds 1996 - 2001
DST Systems January 1994 - December 1995
Skills
Investments, Real Estate, Nutrition, Wellness, Leadership, Wellness Coaching, Fitness, Nutritional Counseling, Entrepreneurship, Holistic Health, Health Education
Education
Graceland University 1990 — 1991
Business Administration, Economics
Bill Rybak Bill Rybak's Van Kampen Funds Experience 1986 - 2000
Job Director at Christian Brothers Investment Services
Industry Financial Services
Experience
Christian Brothers Investment Services February 2010 - Present
JNL Funds January 2006 - Present
PrivateBancorp December 2003 - Present
Calamos Funds June 2002 - Present
Cystal Tree Golf and Country Club 1990 - 2012
Howe Barnes Hoefer & Arnett, Inc. 2002 - 2011
Van Kampen Funds 1986 - 2000
KPMG US 1973 - 1986
Education
The University of Chicago 2000 — 2002
mba
University of Chicago Graduate School of Business 2000 — 2002
MBA, Executive Program
Lewis University 1969 — 1973
BA, Accountancy
Christian Brothers Investment Services February 2010 - Present
JNL Funds January 2006 - Present
PrivateBancorp December 2003 - Present
Calamos Funds June 2002 - Present
Cystal Tree Golf and Country Club 1990 - 2012
Howe Barnes Hoefer & Arnett, Inc. 2002 - 2011
Van Kampen Funds 1986 - 2000
KPMG US 1973 - 1986
Education
The University of Chicago 2000 — 2002
mba
University of Chicago Graduate School of Business 2000 — 2002
MBA, Executive Program
Lewis University 1969 — 1973
BA, Accountancy
Shahid Saigol Shahid Saigol's Van Kampen Funds Experience 1995 - 2002
Job VP Sales at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners April 2011 - Present
Janus Capital Group 2007 - 2011
PIMCO 2002 - 2007
Van Kampen Funds 1995 - 2002
Skills
CIMA
Education
Drexel University - College of Business and Administration 1981 — 1985
Bachelor's degree, Finance, General
Bishop Eustace
Virtus Investment Partners April 2011 - Present
Janus Capital Group 2007 - 2011
PIMCO 2002 - 2007
Van Kampen Funds 1995 - 2002
Skills
CIMA
Education
Drexel University - College of Business and Administration 1981 — 1985
Bachelor's degree, Finance, General
Bishop Eustace
Ernie Hodge Ernie Hodge's Van Kampen Funds Experience October 1999 - November 2008
Job Portfolio Manager and Senior Analyst at Tall Tree Investment Management, LLC
Industry Banking
Experience
Tall Tree Investment Management, LLC May 2009 - Present
Morgan Stanley 1999 - 2009
Van Kampen Funds October 1999 - November 2008
Credit Agricole Indosuez January 1997 - October 1999
National Westminster Bank December 1982 - January 1997
Continental Bank 1971 - 1982
Education
University of Wisconsin-Madison 1977 — 1979
Certificate-Graduate School of Banking, Banking
University of Kansas - Graduate School of Business 1969 — 1970
MBA, Finance, Accounting
Westminster College (MO) 1963 — 1967
BA, Liberal Arts
Tall Tree Investment Management, LLC May 2009 - Present
Morgan Stanley 1999 - 2009
Van Kampen Funds October 1999 - November 2008
Credit Agricole Indosuez January 1997 - October 1999
National Westminster Bank December 1982 - January 1997
Continental Bank 1971 - 1982
Education
University of Wisconsin-Madison 1977 — 1979
Certificate-Graduate School of Banking, Banking
University of Kansas - Graduate School of Business 1969 — 1970
MBA, Finance, Accounting
Westminster College (MO) 1963 — 1967
BA, Liberal Arts
John Terrando's Van Kampen Funds Experience December 1991 - August 1996
Job Senior Vice President at Sherman & Company (formerly LMC Capital)
Industry Investment Banking
Experience
Sherman & Company May 2014 - Present
West Hill Corporate Finance April 2006 - July 2013
HSBC March 1998 - January 2006
NatWest Markets September 1997 - January 1998
Van Kampen Funds December 1991 - August 1996
Skills
Mergers, Corporations, Private Equity, Investment Banking, Corporate Finance, Capital Markets, Financial Structuring, Valuation, Financial Modeling, Investments, Venture Capital, Due Diligence, Equities, Derivatives, IPO, Mergers & Acquisitions, M&A experience, Financial Advisory, Corporate Development, Financial Services
Education
London Business School 1996 — 1997
MIF, Finance
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Economics
Sherman & Company May 2014 - Present
West Hill Corporate Finance April 2006 - July 2013
HSBC March 1998 - January 2006
NatWest Markets September 1997 - January 1998
Van Kampen Funds December 1991 - August 1996
Skills
Mergers, Corporations, Private Equity, Investment Banking, Corporate Finance, Capital Markets, Financial Structuring, Valuation, Financial Modeling, Investments, Venture Capital, Due Diligence, Equities, Derivatives, IPO, Mergers & Acquisitions, M&A experience, Financial Advisory, Corporate Development, Financial Services
Education
London Business School 1996 — 1997
MIF, Finance
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Economics
Kyle B. Jackson Kyle B. Jackson's Van Kampen Funds Experience January 2003 - April 2008
Job Annuity Consultant at InsurMark
Industry Financial Services
Experience
InsurMark March 2014 - Present
The Annexus Group March 2014 - March 2015
NEXT Financial Group, Inc. September 2012 - March 2014
VALIC March 2010 - November 2011
The Realty Group September 2008 - January 2010
Van Kampen Funds January 2003 - April 2008
Education
Rochester Institute of Technology
InsurMark March 2014 - Present
The Annexus Group March 2014 - March 2015
NEXT Financial Group, Inc. September 2012 - March 2014
VALIC March 2010 - November 2011
The Realty Group September 2008 - January 2010
Van Kampen Funds January 2003 - April 2008
Education
Rochester Institute of Technology
Sandra Jenkins Sandra Jenkins's Van Kampen Funds Experience October 1995 - June 2000
Job Executive Assistant
Industry Hospital & Health Care
Experience
Sarah Cannon Research Institute June 2012 - Present
Vanderbilt University Police Department February 2009 - November 2011
Vanderbilt University Police Department October 2007 - February 2009
Vanderbilt Temporary Services December 2006 - October 2007
Kangaroo's Pouch June 2002 - October 2005
Van Kampen Funds October 1995 - June 2000
Federated Foods January 1994 - October 1995
Regency Savings Bank January 1989 - January 1994
Skills
Data Entry, Outlook, Microsoft Excel, Research, Kronos, Clinical Trials, Clinical Research, Healthcare, Medical Terminology, Data Management, HIPAA, SPSS, Time Management, Administrative..., Event Planning, Sales, Marketing, Training, Accounts Payable, Telephone Skills, Data Analysis, Social Networking, Administrative..., Customer Service, Microsoft Word, PowerPoint, Microsoft Office
Education
Art Institute of Pittsburgh 2011 — 2014
2014 BS, Interior Design
Aurora Christian High School 1983 — 1988
High School Diploma, College Prep
Sarah Cannon Research Institute June 2012 - Present
Vanderbilt University Police Department February 2009 - November 2011
Vanderbilt University Police Department October 2007 - February 2009
Vanderbilt Temporary Services December 2006 - October 2007
Kangaroo's Pouch June 2002 - October 2005
Van Kampen Funds October 1995 - June 2000
Federated Foods January 1994 - October 1995
Regency Savings Bank January 1989 - January 1994
Skills
Data Entry, Outlook, Microsoft Excel, Research, Kronos, Clinical Trials, Clinical Research, Healthcare, Medical Terminology, Data Management, HIPAA, SPSS, Time Management, Administrative..., Event Planning, Sales, Marketing, Training, Accounts Payable, Telephone Skills, Data Analysis, Social Networking, Administrative..., Customer Service, Microsoft Word, PowerPoint, Microsoft Office
Education
Art Institute of Pittsburgh 2011 — 2014
2014 BS, Interior Design
Aurora Christian High School 1983 — 1988
High School Diploma, College Prep
Haley Wilson Haley Wilson's Van Kampen Funds Experience May 1990 - March 1993
Job VP of Client Services at Oleen Pinnacle Healthcare Consulting
Industry Insurance
Experience
Oleen Pinnacle Healthcare Consulting September 2012 - Present
TriZetto User Group May 2011 - September 2012
QualChoice February 2005 - September 2012
Kaiser Permanente July 2004 - December 2004
First Consulting Group May 2003 - September 2003
MethodistCare May 2000 - May 2003
Prudential Healthcare March 1993 - March 2000
Van Kampen Funds May 1990 - March 1993
United Bank September 1988 - May 1990
Skills
Healthcare Information..., Insurance, HIPAA, Management, Health Insurance, Healthcare, Healthcare Industry, Vendor Management, Health Policy, Business Process..., Strategic Partnerships, Microsoft SQL Server, Software Documentation, Project Management, Business Analysis, Process Improvement, Managed Care, System Administration, Disaster Recovery, IT Strategy, Data Warehousing, Leadership, SQL, Medicare, Executive Management, SDLC, Customer Service, Healthcare Management, Healthcare Consulting, Requirements Analysis, Program Management, Integration, EHR, Business Intelligence, Claim, Team Building, HMO, Medicaid
Education
Stephen F. Austin State University 1986 — 1988
BBA, Management of Information Systems
The University of Texas at Austin 1981 — 1983
General Business
Oleen Pinnacle Healthcare Consulting September 2012 - Present
TriZetto User Group May 2011 - September 2012
QualChoice February 2005 - September 2012
Kaiser Permanente July 2004 - December 2004
First Consulting Group May 2003 - September 2003
MethodistCare May 2000 - May 2003
Prudential Healthcare March 1993 - March 2000
Van Kampen Funds May 1990 - March 1993
United Bank September 1988 - May 1990
Skills
Healthcare Information..., Insurance, HIPAA, Management, Health Insurance, Healthcare, Healthcare Industry, Vendor Management, Health Policy, Business Process..., Strategic Partnerships, Microsoft SQL Server, Software Documentation, Project Management, Business Analysis, Process Improvement, Managed Care, System Administration, Disaster Recovery, IT Strategy, Data Warehousing, Leadership, SQL, Medicare, Executive Management, SDLC, Customer Service, Healthcare Management, Healthcare Consulting, Requirements Analysis, Program Management, Integration, EHR, Business Intelligence, Claim, Team Building, HMO, Medicaid
Education
Stephen F. Austin State University 1986 — 1988
BBA, Management of Information Systems
The University of Texas at Austin 1981 — 1983
General Business
Chris Perozek's Van Kampen Funds Experience November 1995 - February 2005
Job HR Technology Manager at Rush University Medical Center
Industry Information Technology and Services
Experience
Rush University Medical Center January 2015 - Present
Rush University Medical Center September 2013 - December 2014
US Foods December 2011 - September 2013
Accenture June 2011 - December 2011
Navigant Consulting March 2011 - May 2011
Career Education Corporation November 2009 - February 2011
Career Education November 2006 - November 2009
GNC Consulting 2005 - 2006
Van Kampen Funds November 1995 - February 2005
Hewitt Associates 1989 - 1995
Skills
HRIS, Project Management, PeopleSoft, Human Resources, Management, Payroll, PeopleTools, Data Analysis, Integration, Leadership, Testing, Business Process, SDLC, Vendor Management, Process Improvement, Business Analysis, ERP
Education
University of Notre Dame 1984 — 1988
BA, American Studies / Computer Applications
Rush University Medical Center January 2015 - Present
Rush University Medical Center September 2013 - December 2014
US Foods December 2011 - September 2013
Accenture June 2011 - December 2011
Navigant Consulting March 2011 - May 2011
Career Education Corporation November 2009 - February 2011
Career Education November 2006 - November 2009
GNC Consulting 2005 - 2006
Van Kampen Funds November 1995 - February 2005
Hewitt Associates 1989 - 1995
Skills
HRIS, Project Management, PeopleSoft, Human Resources, Management, Payroll, PeopleTools, Data Analysis, Integration, Leadership, Testing, Business Process, SDLC, Vendor Management, Process Improvement, Business Analysis, ERP
Education
University of Notre Dame 1984 — 1988
BA, American Studies / Computer Applications
Ted Morrow, CIMA® Ted Morrow, CIMA®'s Van Kampen Funds Experience 1992 - 2000
Job Executive Director, Client Advisor at JP Morgan
Industry Investment Management
Experience
JP Morgan Asset Management January 2009 - Present
Managers Investment Group August 2007 - November 2008
Rydex Investments August 2001 - July 2007
Van Kampen Investments September 1992 - May 2001
Van Kampen Funds 1992 - 2000
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Series 7, Series 63, Wealth Management
Education
University of Houston, C.T. Bauer College of Business 1988 — 1994
Finance, General
JP Morgan Asset Management January 2009 - Present
Managers Investment Group August 2007 - November 2008
Rydex Investments August 2001 - July 2007
Van Kampen Investments September 1992 - May 2001
Van Kampen Funds 1992 - 2000
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Series 7, Series 63, Wealth Management
Education
University of Houston, C.T. Bauer College of Business 1988 — 1994
Finance, General
Lew Barnett Lew Barnett's Van Kampen Funds Experience 1999 - 2002
Job Application Support Analyst at Column Technologies
Industry Information Technology and Services
Experience
Column Technologies January 2014 - Present
SSAB October 2012 - December 2013
HCL America August 2011 - October 2012
Dex One March 2007 - September 2011
Fidelity Information Services February 2006 - February 2007
Takeda Pharmaceuticals December 2002 - January 2006
Van Kampen Funds 1999 - 2002
Skills
Asset Management, Laptops, Blackberry, Troubleshooting, Printers, Windows, Software Installation, Documentation, Windows 7, XP, Microsoft Office, Hardware, Desktop Support, VPN, Technical Support, Software Documentation
Education
Ohio University 1993 — 1996
Bachelor, Sport Sciences
Column Technologies January 2014 - Present
SSAB October 2012 - December 2013
HCL America August 2011 - October 2012
Dex One March 2007 - September 2011
Fidelity Information Services February 2006 - February 2007
Takeda Pharmaceuticals December 2002 - January 2006
Van Kampen Funds 1999 - 2002
Skills
Asset Management, Laptops, Blackberry, Troubleshooting, Printers, Windows, Software Installation, Documentation, Windows 7, XP, Microsoft Office, Hardware, Desktop Support, VPN, Technical Support, Software Documentation
Education
Ohio University 1993 — 1996
Bachelor, Sport Sciences
Megan Rotter (Slocum) Megan Rotter (Slocum)'s Van Kampen Funds Experience October 2003 - January 2009
Job Consultant Relations Associate at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management February 2015 - Present
UBS Global Asset Management October 2010 - February 2015
The University of Chicago, Office of Investments July 2009 - October 2010
Van Kampen Funds October 2003 - January 2009
Van Kampen Investments 2003 - November 2008
Skills
Asset Management, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Microsoft Excel, Investments, Hedge Funds, Asset Managment, Securities, Wealth Management, Series 63, Investment Strategies, Fixed Income, Portfolio Management, Equities
Education
Carthage College 1999 — 2003
UBS Global Asset Management February 2015 - Present
UBS Global Asset Management October 2010 - February 2015
The University of Chicago, Office of Investments July 2009 - October 2010
Van Kampen Funds October 2003 - January 2009
Van Kampen Investments 2003 - November 2008
Skills
Asset Management, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Microsoft Excel, Investments, Hedge Funds, Asset Managment, Securities, Wealth Management, Series 63, Investment Strategies, Fixed Income, Portfolio Management, Equities
Education
Carthage College 1999 — 2003
Bart Surratt, CFM Bart Surratt, CFM's Van Kampen Funds Experience January 1997 - January 1999
Job Sr Director Workplace Resources Global Facilities Operations & Development at IHS
Industry Facilities Services
Experience
IHS January 2014 - Present
IHS December 2010 - Present
KBS Konsulting January 2010 - November 2010
INTERNAP Network Services September 2006 - December 2009
INTERNAP Network Services January 1999 - January 2006
Van Kampen Funds January 1997 - January 1999
Van Kampen Funds January 1994 - January 1997
Van Kampen Funds January 1994 - January 1997
Van Kampen Funds January 1986 - January 1994
Van Kampen Funds January 1983 - January 1986
Skills
Facilities Management, Telecommunications, Change Management, Business Continuity, Contract Management, Budgets, Negotiation, Consulting, Software Documentation, Process Engineering, Sla, Customer Service, Real Estate, Pricing, Due Diligence, Property Management, Purchasing, HVAC, Microsoft Office, Recruiting
Education
Arkansas State University 1980 — 1982
BS - Finance, Management, Marketing, Finance
Itawamba Junior College 1978 — 1980
Associates Arts, General Business
International Facility Management Association (CFM), Charter
Bachelor of Science, Finance
IHS January 2014 - Present
IHS December 2010 - Present
KBS Konsulting January 2010 - November 2010
INTERNAP Network Services September 2006 - December 2009
INTERNAP Network Services January 1999 - January 2006
Van Kampen Funds January 1997 - January 1999
Van Kampen Funds January 1994 - January 1997
Van Kampen Funds January 1994 - January 1997
Van Kampen Funds January 1986 - January 1994
Van Kampen Funds January 1983 - January 1986
Skills
Facilities Management, Telecommunications, Change Management, Business Continuity, Contract Management, Budgets, Negotiation, Consulting, Software Documentation, Process Engineering, Sla, Customer Service, Real Estate, Pricing, Due Diligence, Property Management, Purchasing, HVAC, Microsoft Office, Recruiting
Education
Arkansas State University 1980 — 1982
BS - Finance, Management, Marketing, Finance
Itawamba Junior College 1978 — 1980
Associates Arts, General Business
International Facility Management Association (CFM), Charter
Bachelor of Science, Finance
Afiya Ricks's Van Kampen Funds Experience January 1999 - November 2011
Job OWNER of AMR Consulting Services, LLC
Industry Management Consulting
Experience
AMR CONSULTING SERVICES January 2006 - Present
Lincoln Financial Distributors February 2012 - Present
Van Kampen Investments September 1999 - November 2011
Van Kampen Funds January 1999 - November 2011
PaineWebber (UBS Financial) September 1997 - September 1999
Foote, Cone and Belding May 1997 - September 1997
Skills
Public Speaking, Sales, Marketing, Unit Investment Trusts, Mutual Funds, Indexed Annuities, Variable Annuities, Series 63, Series 7, Fixed Annuities, Asset Allocation, Alternative Investments, Customer Service
Education
Smith College 1993 — 1997
Bachelor of Arts (B.A.), Psychology
LAKE FOREST ACADEMY 1990 — 1993
AMR CONSULTING SERVICES January 2006 - Present
Lincoln Financial Distributors February 2012 - Present
Van Kampen Investments September 1999 - November 2011
Van Kampen Funds January 1999 - November 2011
PaineWebber (UBS Financial) September 1997 - September 1999
Foote, Cone and Belding May 1997 - September 1997
Skills
Public Speaking, Sales, Marketing, Unit Investment Trusts, Mutual Funds, Indexed Annuities, Variable Annuities, Series 63, Series 7, Fixed Annuities, Asset Allocation, Alternative Investments, Customer Service
Education
Smith College 1993 — 1997
Bachelor of Arts (B.A.), Psychology
LAKE FOREST ACADEMY 1990 — 1993
J.P. Krejci's Van Kampen Funds Experience June 1997 - September 2001
Job Head of Portfolio Management at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's June 2015 - Present
Standard & Poor's February 2008 - Present
Merritt Research Services September 2001 - February 2008
Van Kampen Funds June 1997 - September 2001
Skills
Capital Markets, Portfolio Management, Investments, Financial Analysis, Corporate Finance, Investment Banking, Financial Modeling, Fixed Income, Predictive Analytics, Relationship Management, Negotiation, Structured Finance, Asset Management, Valuation, Asset Managment, Sales, Finance, Financial Services, Management, Credit Risk
Education
Luther College
BA, Economics
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting, Strategy & Management
Standard & Poor's June 2015 - Present
Standard & Poor's February 2008 - Present
Merritt Research Services September 2001 - February 2008
Van Kampen Funds June 1997 - September 2001
Skills
Capital Markets, Portfolio Management, Investments, Financial Analysis, Corporate Finance, Investment Banking, Financial Modeling, Fixed Income, Predictive Analytics, Relationship Management, Negotiation, Structured Finance, Asset Management, Valuation, Asset Managment, Sales, Finance, Financial Services, Management, Credit Risk
Education
Luther College
BA, Economics
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting, Strategy & Management
Melissa Rotholz Melissa Rotholz's Van Kampen Funds Experience 1996 - 2000
Job Organizational and Human Resource Development Professional
Industry Human Resources
Experience
Independent Consultant October 2013 - Present
Baker Hughes April 2012 - September 2013
Lone Star College-CyFair May 2007 - April 2012
Lone Star College-CyFair 2007 - 2008
Van Kampen Funds 1996 - 2000
Skills
Instructional Design, Organizational..., Leadership Development, Needs Analysis, Career Development, E-Learning, Conflict Resolution, Adult Education, Leadership, Performance Management, Staff Development, Program Development, Higher Education, Workshop Facilitation, New Hire Orientations, Career Counseling, Employee Training, Public Speaking, Resume Writing, Training, Marketing, Training Delivery, Coaching, Fundraising, Onboarding, Project Planning, Organizational..., Interviews, Time Management
Education
Abilene Christian University
Master of Science, Organizational and Human Resource Development
Texas State University
Bachelor of Business Administration, Marketing
Independent Consultant October 2013 - Present
Baker Hughes April 2012 - September 2013
Lone Star College-CyFair May 2007 - April 2012
Lone Star College-CyFair 2007 - 2008
Van Kampen Funds 1996 - 2000
Skills
Instructional Design, Organizational..., Leadership Development, Needs Analysis, Career Development, E-Learning, Conflict Resolution, Adult Education, Leadership, Performance Management, Staff Development, Program Development, Higher Education, Workshop Facilitation, New Hire Orientations, Career Counseling, Employee Training, Public Speaking, Resume Writing, Training, Marketing, Training Delivery, Coaching, Fundraising, Onboarding, Project Planning, Organizational..., Interviews, Time Management
Education
Abilene Christian University
Master of Science, Organizational and Human Resource Development
Texas State University
Bachelor of Business Administration, Marketing
Daniel Dodson Daniel Dodson's Van Kampen Funds Experience 1995 - 1996
Job President at Woodcreek Mortgage
Industry Real Estate
Experience
Woodcreek Mortgage August 2013 - Present
SRS Holdings, LLC December 2011 - September 2012
Westmount Realty Finance January 2011 - January 2012
RMC Capital Markets Group February 2009 - August 2010
BGK 2006 - January 2009
K-One Investment 2003 - 2009
RM Crowe October 2003 - October 2006
Hartman Management June 1997 - October 2003
Van Kampen Funds 1995 - 1996
Skills
Alternative Investments, Investments, Real Estate, Securities, Due Diligence, Real Estate Economics, Investment Properties, Real Estate Financing, Retirement Planning
Education
Texas State University 1989 — 1994
BA, Psychology
Woodcreek Mortgage August 2013 - Present
SRS Holdings, LLC December 2011 - September 2012
Westmount Realty Finance January 2011 - January 2012
RMC Capital Markets Group February 2009 - August 2010
BGK 2006 - January 2009
K-One Investment 2003 - 2009
RM Crowe October 2003 - October 2006
Hartman Management June 1997 - October 2003
Van Kampen Funds 1995 - 1996
Skills
Alternative Investments, Investments, Real Estate, Securities, Due Diligence, Real Estate Economics, Investment Properties, Real Estate Financing, Retirement Planning
Education
Texas State University 1989 — 1994
BA, Psychology
Terri Marrs Terri Marrs's Van Kampen Funds Experience 1991 - March 2000
Job Retierment Services Major Account District Manager
Industry Financial Services
Experience
ADP March 2013 - Present
ING November 2009 - March 2013
Fidelity Investments May 2006 - February 2009
ADP 2002 - 2006
Guardian Life Insurance 2000 - 2002
Van Kampen Funds 1991 - March 2000
Skills
401k, Retirement, Series 63, Series 6, Investments, Retirement Planning, Sales
Education
University of Illinois at Chicago 1983 — 1987
Bachelor of Arts, Mass Communications
ADP March 2013 - Present
ING November 2009 - March 2013
Fidelity Investments May 2006 - February 2009
ADP 2002 - 2006
Guardian Life Insurance 2000 - 2002
Van Kampen Funds 1991 - March 2000
Skills
401k, Retirement, Series 63, Series 6, Investments, Retirement Planning, Sales
Education
University of Illinois at Chicago 1983 — 1987
Bachelor of Arts, Mass Communications
Stacy Gray Stacy Gray's Van Kampen Funds Experience May 1996 - May 1997
Job VP Atticus/Cambridge Development
Industry Real Estate
Experience
Atticus Real Estate May 2004 - Present
Cambridge Development Group May 1997 - May 2011
Van Kampen Funds May 1996 - May 1997
Skills
Real Estate Development, Negotiation, Real Estate, Location Intelligence, New Business Development, Due Diligence, Sales, Apartments, Property, Disposition, Market Analysis, Real Estate Economics, Property Management, Brokerage, Pre-construction, Construction Management, Business Analysis
Education
University of Phoenix 2002 — 2004
MBA
University of Houston 1998 — 2000
Biology
Texas A&M University 1991 — 1995
Chemistry
Atticus Real Estate May 2004 - Present
Cambridge Development Group May 1997 - May 2011
Van Kampen Funds May 1996 - May 1997
Skills
Real Estate Development, Negotiation, Real Estate, Location Intelligence, New Business Development, Due Diligence, Sales, Apartments, Property, Disposition, Market Analysis, Real Estate Economics, Property Management, Brokerage, Pre-construction, Construction Management, Business Analysis
Education
University of Phoenix 2002 — 2004
MBA
University of Houston 1998 — 2000
Biology
Texas A&M University 1991 — 1995
Chemistry
Tracy Burkland Tracy Burkland's Van Kampen Funds Experience 1998 - 1999
Job Director, Field Marketing at Zurich Global Life Americas Affluent Markets
Industry Insurance
Experience
Zurich Global Life Americas - Affluent Markets April 2010 - Present
American General Life Companies 2005 - 2010
American General Life Insurance Company January 2000 - 2010
Van Kampen Funds 1998 - 1999
Van Kampen Funds 1997 - 1998
Van Kampen Funds 1995 - 1997
Van Kampen Funds 1992 - 1995
Van Kampen Funds 1989 - 1991
Skills
Life Insurance, Marketing, Universal Life, Retirement Planning, Insurance, Sales, Brokers, Long-term Care, Fixed Annuities, Retirement, Term Life Insurance, Disability Insurance, Health Insurance, Series 6, Management, Underwriting, Whole Life, Estate Planning, Critical Illness, Property & Casualty..., Financial Services
Education
Sam Houston State University 1986 — 1989
Zurich Global Life Americas - Affluent Markets April 2010 - Present
American General Life Companies 2005 - 2010
American General Life Insurance Company January 2000 - 2010
Van Kampen Funds 1998 - 1999
Van Kampen Funds 1997 - 1998
Van Kampen Funds 1995 - 1997
Van Kampen Funds 1992 - 1995
Van Kampen Funds 1989 - 1991
Skills
Life Insurance, Marketing, Universal Life, Retirement Planning, Insurance, Sales, Brokers, Long-term Care, Fixed Annuities, Retirement, Term Life Insurance, Disability Insurance, Health Insurance, Series 6, Management, Underwriting, Whole Life, Estate Planning, Critical Illness, Property & Casualty..., Financial Services
Education
Sam Houston State University 1986 — 1989
Paul Geraci Paul Geraci's Van Kampen Funds Experience April 1999 - January 2000
Job Retired Telecom Administrator
Industry Oil & Energy
Experience
Stewart & Stevenson April 2006 - Present
CPC Inc 2004 - 2005
Air Liquide 2000 - 2003
Van Kampen Funds April 1999 - January 2000
Van Kampen Funds 1999 - 2000
Empire Funding Corporation March 1994 - November 1998
Empire Funding Corporation 1996 - 1998
Empire funding 1996 - 1998
Skills
Cisco, Cisco Call Manager, Routers, WAN, VoIP, Cisco Switches, Telecommunications, Cisco Technologies, Troubleshooting, Cisco Nexus, Switches, Management, Cisco Routers, Disaster Recovery, IT Management, Data Center, Network Administration
Education
Texas A&M University 1973 — 1974
Global Knowledge
Cisco Routers and Switches
Spring Woods
Stewart & Stevenson April 2006 - Present
CPC Inc 2004 - 2005
Air Liquide 2000 - 2003
Van Kampen Funds April 1999 - January 2000
Van Kampen Funds 1999 - 2000
Empire Funding Corporation March 1994 - November 1998
Empire Funding Corporation 1996 - 1998
Empire funding 1996 - 1998
Skills
Cisco, Cisco Call Manager, Routers, WAN, VoIP, Cisco Switches, Telecommunications, Cisco Technologies, Troubleshooting, Cisco Nexus, Switches, Management, Cisco Routers, Disaster Recovery, IT Management, Data Center, Network Administration
Education
Texas A&M University 1973 — 1974
Global Knowledge
Cisco Routers and Switches
Spring Woods
Carol Neilson's Van Kampen Funds Experience December 2004 - February 2008
Job Relationship Manager
Industry Investment Management
Experience
Temple University March 2013 - Present
CN Consulting April 2012 - February 2013
Citizens Bank January 2010 - April 2012
Morgan Stanley December 2004 - February 2008
Van Kampen Funds December 2004 - February 2008
Morgan Stanley Investment Management December 1994 - December 2004
Skills
New Business Development, Sales, Business Relationship..., Relationship Management, Superior Client Service, Management, Staff Development, Mutual Funds, Defined Contribution, 401k, CRM, Endowment Funds, Financial Analysis, Financial Services, Finance, Project Management, Client Services, Banking, Planned Giving, Asset Management, Risk Management, Credit Analysis, Investments, Commercial Lending, Retirement Planning, Wealth Management, Mortgage Marketing
Education
Williams College
BA, Political Science & French
Drexel University - College of Business and Administration
MBA, Finance & Tax
Partnership for Philanthropic Planning of Greater Philadelphia
The Planned Giving Course - 2012
Villanova University and AFP
Fundamentals of Fundraising - 2009
Temple University - Fox School of Business and Management
Temple University March 2013 - Present
CN Consulting April 2012 - February 2013
Citizens Bank January 2010 - April 2012
Morgan Stanley December 2004 - February 2008
Van Kampen Funds December 2004 - February 2008
Morgan Stanley Investment Management December 1994 - December 2004
Skills
New Business Development, Sales, Business Relationship..., Relationship Management, Superior Client Service, Management, Staff Development, Mutual Funds, Defined Contribution, 401k, CRM, Endowment Funds, Financial Analysis, Financial Services, Finance, Project Management, Client Services, Banking, Planned Giving, Asset Management, Risk Management, Credit Analysis, Investments, Commercial Lending, Retirement Planning, Wealth Management, Mortgage Marketing
Education
Williams College
BA, Political Science & French
Drexel University - College of Business and Administration
MBA, Finance & Tax
Partnership for Philanthropic Planning of Greater Philadelphia
The Planned Giving Course - 2012
Villanova University and AFP
Fundamentals of Fundraising - 2009
Temple University - Fox School of Business and Management
Ann Marie Klingenhagen Ann Marie Klingenhagen's Van Kampen Funds Experience February 1992 - January 1998
Job Instructor at DePaul University
Industry Higher Education
Experience
DePaul University January 1999 - Present
Financial Consultant 2001 - Present
Various Institutions 1990 - 2013
Morgan Stanley February 1998 - January 1999
Van Kampen Funds February 1992 - January 1998
Exchange National Bank of Chicago June 1988 - December 1990
Citizens Bank 1981 - 1988
Skills
Teaching, French, Valuation, Corporate Finance, Investment Banking, Microsoft Excel, Strategic Planning, Financial Analysis, Banking, Microsoft Word, Microsoft Office, Business Strategy, Analysis, PowerPoint, Strategic Financial..., Portfolio Management, Management, Finance, Financial Modeling
Education
University of Illinois at Chicago 2000 — 2004
M.A., Economics
Eastern Michigan University 1976 — 1980
M.B.A., Finance
Seton Hall University 1971 — 1975
B.A., French
St. Peter's High School
DePaul University January 1999 - Present
Financial Consultant 2001 - Present
Various Institutions 1990 - 2013
Morgan Stanley February 1998 - January 1999
Van Kampen Funds February 1992 - January 1998
Exchange National Bank of Chicago June 1988 - December 1990
Citizens Bank 1981 - 1988
Skills
Teaching, French, Valuation, Corporate Finance, Investment Banking, Microsoft Excel, Strategic Planning, Financial Analysis, Banking, Microsoft Word, Microsoft Office, Business Strategy, Analysis, PowerPoint, Strategic Financial..., Portfolio Management, Management, Finance, Financial Modeling
Education
University of Illinois at Chicago 2000 — 2004
M.A., Economics
Eastern Michigan University 1976 — 1980
M.B.A., Finance
Seton Hall University 1971 — 1975
B.A., French
St. Peter's High School
Heath Fisher Heath Fisher's Van Kampen Funds Experience July 1998 - February 2000
Job Director NA Payroll COE at NGA Human Resources
Industry Outsourcing/Offshoring
Experience
NGA Human Resources March 2015 - Present
NGA September 2014 - Present
NGA Human Resources January 2013 - Present
Ceridian March 2011 - January 2013
Ceridian July 2009 - April 2011
Ceridian October 2007 - April 2011
Ceridian February 2005 - September 2007
Ceridian December 2003 - February 2005
BBCN Inc March 2000 - November 2000
Van Kampen Funds July 1998 - February 2000
Skills
HRO, Process Improvement, Employee Benefits, Outsourcing, HRIS, Change Management, BPO, Payroll, Performance Management, Six Sigma, Vendor Management, Business Process..., Workforce Management, SaaS, Management, Leadership, Service Delivery, CRM, Training, Sales Operations, Recruiting, Cross-functional Team..., Personnel Management, PeopleSoft, Sales, Call Centers, Talent Management, Program Management, Analysis, Strategy, Human Resources, Resource Management
Education
Texas A&M University 1989 — 1994
BBA, Finance
NGA Human Resources March 2015 - Present
NGA September 2014 - Present
NGA Human Resources January 2013 - Present
Ceridian March 2011 - January 2013
Ceridian July 2009 - April 2011
Ceridian October 2007 - April 2011
Ceridian February 2005 - September 2007
Ceridian December 2003 - February 2005
BBCN Inc March 2000 - November 2000
Van Kampen Funds July 1998 - February 2000
Skills
HRO, Process Improvement, Employee Benefits, Outsourcing, HRIS, Change Management, BPO, Payroll, Performance Management, Six Sigma, Vendor Management, Business Process..., Workforce Management, SaaS, Management, Leadership, Service Delivery, CRM, Training, Sales Operations, Recruiting, Cross-functional Team..., Personnel Management, PeopleSoft, Sales, Call Centers, Talent Management, Program Management, Analysis, Strategy, Human Resources, Resource Management
Education
Texas A&M University 1989 — 1994
BBA, Finance
Ivan Lowe, MBA Ivan Lowe, MBA's Van Kampen Funds Experience 1989 - 1999
Job Program Manager at Fiserv Output Solutions
Industry Management Consulting
Experience
Fiserv Output Solutions May 2013 - Present
SCI Group March 2011 - December 2012
University of Phoenix 2008 - 2012
Gabriel Logistic Solutions, Inc. April 2009 - December 2010
Verizon Information Services February 2010 - August 2010
Self-employed April 2008 - April 2009
Morgan Stanley Investment Management December 1998 - April 2008
Van Kampen Investments/Morgan Stanley 1999 - 2008
Van Kampen Investments 1991 - 2008
Van Kampen Funds 1989 - 1999
Skills
Business Analysis, Business Process..., Project Management, Management, Integration, Software Documentation, Training, Operations Management, Telecommunications, Process Improvement, ERP, Leadership, SDLC, Requirements Analysis
Education
LeTourneau University 1998 — 2000
MBA, Executive Management
University of Houston 1985 — 1989
BS, Mathematics
Fiserv Output Solutions May 2013 - Present
SCI Group March 2011 - December 2012
University of Phoenix 2008 - 2012
Gabriel Logistic Solutions, Inc. April 2009 - December 2010
Verizon Information Services February 2010 - August 2010
Self-employed April 2008 - April 2009
Morgan Stanley Investment Management December 1998 - April 2008
Van Kampen Investments/Morgan Stanley 1999 - 2008
Van Kampen Investments 1991 - 2008
Van Kampen Funds 1989 - 1999
Skills
Business Analysis, Business Process..., Project Management, Management, Integration, Software Documentation, Training, Operations Management, Telecommunications, Process Improvement, ERP, Leadership, SDLC, Requirements Analysis
Education
LeTourneau University 1998 — 2000
MBA, Executive Management
University of Houston 1985 — 1989
BS, Mathematics
Douglas Gehrman Douglas Gehrman's Van Kampen Funds Experience September 1993 - May 1999
Job Author, Consultant and Speaker
Industry Professional Training & Coaching
Experience
Interface-Samaritan Counseling Centers, Inc. June 2015 - Present
BridgeWay Publishing LLC June 2004 - Present
Houston Baptist University March 2010 - May 2015
Memorial Drive Presbyterian Church 2004 - 2009
Houston Baptist University June 2001 - June 2004
Bridge Consulting Group 1999 - 2003
Van Kampen Funds September 1993 - May 1999
American Capital Management & Research Inc. 1988 - 1993
North American Mortgage 1987 - 1988
Reading and Bates Drilling Company 1981 - 1988
Skills
Coaching, Public Speaking, Non-profits, Leadership Development, Strategic Planning, Performance Management, Change Management, Team Building, Executive Coaching, Mergers, Employee Relations, Organizational..., Management Consulting, Mentoring, Nonprofits, Mergers & Acquisitions, Leadership, Teaching, Human Resources, Recruiting, Consulting, Career Counseling, Fundraising, Time Management, Conflict Resolution, Workshop Facilitation, Staff Development, Community Outreach, Training, Personnel Management, Strategy, Project Management, Process Improvement, Volunteer Management, Organizational..., Career Development, Program Management, Higher Education, Employee Training, Instructional Design, Entrepreneurship, Policy, Program Development, Succession Planning, Interviews, Research, Talent Management, Analysis, Adult Education, Team Leadership
Education
HBU 2001 — 2004
University of California, Berkeley 1967 — 1968
MBA, Finance/Operations Management
Arizona State University 1958 — 1962
BS, Chemical Engineering
Interface-Samaritan Counseling Centers, Inc. June 2015 - Present
BridgeWay Publishing LLC June 2004 - Present
Houston Baptist University March 2010 - May 2015
Memorial Drive Presbyterian Church 2004 - 2009
Houston Baptist University June 2001 - June 2004
Bridge Consulting Group 1999 - 2003
Van Kampen Funds September 1993 - May 1999
American Capital Management & Research Inc. 1988 - 1993
North American Mortgage 1987 - 1988
Reading and Bates Drilling Company 1981 - 1988
Skills
Coaching, Public Speaking, Non-profits, Leadership Development, Strategic Planning, Performance Management, Change Management, Team Building, Executive Coaching, Mergers, Employee Relations, Organizational..., Management Consulting, Mentoring, Nonprofits, Mergers & Acquisitions, Leadership, Teaching, Human Resources, Recruiting, Consulting, Career Counseling, Fundraising, Time Management, Conflict Resolution, Workshop Facilitation, Staff Development, Community Outreach, Training, Personnel Management, Strategy, Project Management, Process Improvement, Volunteer Management, Organizational..., Career Development, Program Management, Higher Education, Employee Training, Instructional Design, Entrepreneurship, Policy, Program Development, Succession Planning, Interviews, Research, Talent Management, Analysis, Adult Education, Team Leadership
Education
HBU 2001 — 2004
University of California, Berkeley 1967 — 1968
MBA, Finance/Operations Management
Arizona State University 1958 — 1962
BS, Chemical Engineering
Janice Burtis's Van Kampen Funds Experience 1991 - 1993
Job Realtor at RE/MAX 4000, Inc.
Industry Real Estate
Experience
RE/MAX 4000, Inc. January 2002 - Present
Tax Partners, LLC 1999 - 2001
LHS Communications 1997 - 1999
Urban Media 1997 - 1999
Sonat 1994 - 1997
Van Kampen Funds 1991 - 1993
Skills
Buyer Representation, Relocation, Sellers, Foreclosures, Short Sales, First Time Home Buyers, REO, Single Family Homes, Condos, Investors, Investment Properties, ABR, Real Estate, Residential Homes, Real Estate Development, Listings, New Home Sales, Referrals, Luxury, Real Estate Transactions, Brokerage, Real Property, Property, Negotiation, Buyers, Selling, Commercial Real Estate, Resellers, Seniors, Townhomes
Education
Baylor University 1979 — 1983
Computer Science
RE/MAX 4000, Inc. January 2002 - Present
Tax Partners, LLC 1999 - 2001
LHS Communications 1997 - 1999
Urban Media 1997 - 1999
Sonat 1994 - 1997
Van Kampen Funds 1991 - 1993
Skills
Buyer Representation, Relocation, Sellers, Foreclosures, Short Sales, First Time Home Buyers, REO, Single Family Homes, Condos, Investors, Investment Properties, ABR, Real Estate, Residential Homes, Real Estate Development, Listings, New Home Sales, Referrals, Luxury, Real Estate Transactions, Brokerage, Real Property, Property, Negotiation, Buyers, Selling, Commercial Real Estate, Resellers, Seniors, Townhomes
Education
Baylor University 1979 — 1983
Computer Science
Chris Rafferty Chris Rafferty's Van Kampen Funds Experience October 2007 - June 2010
Job Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2014 - Present
Prudential Investments December 2011 - February 2014
Invesco Ltd. May 2010 - November 2011
Van Kampen Funds October 2007 - June 2010
Education
American University 2002 — 2005
MFS Investment Management February 2014 - Present
Prudential Investments December 2011 - February 2014
Invesco Ltd. May 2010 - November 2011
Van Kampen Funds October 2007 - June 2010
Education
American University 2002 — 2005
Christina Flanagan's Van Kampen Funds Experience July 1996 - August 1997
Job Asociate Attorney at Bieser, Greer, & Landis, LLP
Industry Law Practice
Experience
Bieser, Greer, & Landis, LLP September 2014 - Present
The Honorable Steven K. Dankof, Montgomery County Common Pleas Court February 2013 - September 2014
Flanagan Law Firm LLC October 2011 - February 2013
Burnett & Thomason November 2011 - October 2012
Entrepreneurship & Community Development Clinic, University of Cincinnati College of Law January 2011 - May 2011
University of Cincinnati Law Review March 2010 - May 2011
Millikin & Fitton Law Firm May 2010 - January 2011
University of Cincinnati Law Review August 2009 - March 2010
University of Cincinnati College of Law May 2009 - August 2009
Van Kampen Funds July 1996 - August 1997
Skills
Estate Planning, Trusts, Civil Litigation, Criminal Law, Legal Research, Legal Writing, Commercial Litigation, Wills, Hearings, Courts, Trials, Corporate Law, Lexis, Employment Law, Motions, Mutual Funds, Corporate Governance, Public Speaking, Torts
Education
University of Cincinnati College of Law 2008 — 2011
Juris Doctor, Magna Cum Laude
Texas Christian University 1990 — 1994
Bachelor of Arts, Speech Communications
Bieser, Greer, & Landis, LLP September 2014 - Present
The Honorable Steven K. Dankof, Montgomery County Common Pleas Court February 2013 - September 2014
Flanagan Law Firm LLC October 2011 - February 2013
Burnett & Thomason November 2011 - October 2012
Entrepreneurship & Community Development Clinic, University of Cincinnati College of Law January 2011 - May 2011
University of Cincinnati Law Review March 2010 - May 2011
Millikin & Fitton Law Firm May 2010 - January 2011
University of Cincinnati Law Review August 2009 - March 2010
University of Cincinnati College of Law May 2009 - August 2009
Van Kampen Funds July 1996 - August 1997
Skills
Estate Planning, Trusts, Civil Litigation, Criminal Law, Legal Research, Legal Writing, Commercial Litigation, Wills, Hearings, Courts, Trials, Corporate Law, Lexis, Employment Law, Motions, Mutual Funds, Corporate Governance, Public Speaking, Torts
Education
University of Cincinnati College of Law 2008 — 2011
Juris Doctor, Magna Cum Laude
Texas Christian University 1990 — 1994
Bachelor of Arts, Speech Communications
Heather Montoya Heather Montoya's Van Kampen Funds Experience May 1996 - May 2000
Job President at Lucidity Marketing and Communications
Industry Writing and Editing
Experience
Lucidity Marketing and Communications April 2015 - Present
St. Vincent de Paul Catholic School September 2004 - April 2015
Weekley Family YMCA September 2009 - October 2011
Morgan Stanley Investment Management May 2000 - September 2004
Van Kampen Funds May 1996 - May 2000
Rauscher Pierce Refsnes June 1994 - June 1995
Henderson Global Investors September 1994 - December 1994
Economic Summit of Industrialized Nations May 1990 - August 1990
Skills
Public Speaking, Fundraising, Community Outreach, Editing, Event Planning, Microsoft Office, Nonprofits, Public Relations, Social Media, Teaching, Leadership, Sales, Customer Service, Management, Marketing, Strategic Planning
Education
Trinity University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
London Guildhall University 1994 — 1994
Study Abroad - Exchange Program
Lucidity Marketing and Communications April 2015 - Present
St. Vincent de Paul Catholic School September 2004 - April 2015
Weekley Family YMCA September 2009 - October 2011
Morgan Stanley Investment Management May 2000 - September 2004
Van Kampen Funds May 1996 - May 2000
Rauscher Pierce Refsnes June 1994 - June 1995
Henderson Global Investors September 1994 - December 1994
Economic Summit of Industrialized Nations May 1990 - August 1990
Skills
Public Speaking, Fundraising, Community Outreach, Editing, Event Planning, Microsoft Office, Nonprofits, Public Relations, Social Media, Teaching, Leadership, Sales, Customer Service, Management, Marketing, Strategic Planning
Education
Trinity University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
London Guildhall University 1994 — 1994
Study Abroad - Exchange Program
Greg Baranivsky, CFA Greg Baranivsky, CFA's Van Kampen Funds Experience July 1995 - November 1998
Job Director, Institutional Relationships
Industry Financial Services
Experience
Parametric November 2010 - Present
First American Funds December 2007 - November 2010
First American Funds February 2003 - December 2007
First American Funds February 2000 - February 2003
First American Funds December 1998 - February 2003
Van Kampen Funds July 1995 - November 1998
Skills
Mutual Funds, Sales, Product Management, Marketing, Investments, Relationship Management, Series 7, Asset Management, Asset Allocation, Portfolio Management, Product Marketing, Strategy
Education
Illinois Institute of Technology 1996 — 1998
MBA, Marketing
Benedictine University 1990 — 1994
BA, Finance
Parametric November 2010 - Present
First American Funds December 2007 - November 2010
First American Funds February 2003 - December 2007
First American Funds February 2000 - February 2003
First American Funds December 1998 - February 2003
Van Kampen Funds July 1995 - November 1998
Skills
Mutual Funds, Sales, Product Management, Marketing, Investments, Relationship Management, Series 7, Asset Management, Asset Allocation, Portfolio Management, Product Marketing, Strategy
Education
Illinois Institute of Technology 1996 — 1998
MBA, Marketing
Benedictine University 1990 — 1994
BA, Finance
Shon Prejean's Van Kampen Funds Experience 1998 - 2001
Job Just Energy Director National Online and Affinity
Industry Utilities
Experience
Just Energy July 2010 - Present
WhiteFence January 2007 - June 2010
BBVA Compass January 2006 - January 2007
BBVA Compass January 2004 - January 2006
Van Kampen Funds 1998 - 2001
Skills
Sales Management, Strategic Planning, Business Development, Sales, Account Management, Budgets, Marketing Strategy, Contract Negotiation, New Business Development, CRM, Competitive Analysis, Strategic Partnerships, Leadership, Forecasting, Direct Sales
Education
University of Houston 1993 — 1998
Bachelor of Science, Finance
Just Energy July 2010 - Present
WhiteFence January 2007 - June 2010
BBVA Compass January 2006 - January 2007
BBVA Compass January 2004 - January 2006
Van Kampen Funds 1998 - 2001
Skills
Sales Management, Strategic Planning, Business Development, Sales, Account Management, Budgets, Marketing Strategy, Contract Negotiation, New Business Development, CRM, Competitive Analysis, Strategic Partnerships, Leadership, Forecasting, Direct Sales
Education
University of Houston 1993 — 1998
Bachelor of Science, Finance
Carson Shadowen's Van Kampen Funds Experience 2000 - 2002
Job Vice President, Senior Wealth Advisor
Industry Financial Services
Experience
SBC Wealth Management October 2010 - Present
Hlliard Lyons LLC May 2005 - October 2010
Fifth Third Securities 2003 - 2005
Van Kampen Funds 2000 - 2002
American Express Financial Advisors 1999 - 2000
Skills
Series 7, Asset Allocation, Series 63, Investments, New Business Development, Retirement Planning, Insurance, Sales Management, Strategic Planning, Small Business, Sales, Mutual Funds, Strategic Financial..., Finance, Fixed Annuities, Wealth Management, Financial Planning
Education
Purdue University 1994 — 1999
Bachelor of Science, Financial Counseling and Planning
Purdue University 1994 — 1999
Bachelor of Applied Science (BASc), Financial Plannning
SBC Wealth Management October 2010 - Present
Hlliard Lyons LLC May 2005 - October 2010
Fifth Third Securities 2003 - 2005
Van Kampen Funds 2000 - 2002
American Express Financial Advisors 1999 - 2000
Skills
Series 7, Asset Allocation, Series 63, Investments, New Business Development, Retirement Planning, Insurance, Sales Management, Strategic Planning, Small Business, Sales, Mutual Funds, Strategic Financial..., Finance, Fixed Annuities, Wealth Management, Financial Planning
Education
Purdue University 1994 — 1999
Bachelor of Science, Financial Counseling and Planning
Purdue University 1994 — 1999
Bachelor of Applied Science (BASc), Financial Plannning
Whitney Wiener Whitney Wiener's Van Kampen Funds Experience 1996 - July 1999
Job Credit Account Manager at Williams
Industry Oil & Energy
Experience
Williams January 2013 - Present
Williams May 2011 - January 2013
Williams May 2004 - May 2011
Williams January 2001 - May 2004
JPMorgan Chase May 2000 - August 2000
Van Kampen Funds 1996 - July 1999
Van Kampen Funds 1995 - 1996
Van Kampen Funds 1993 - 1995
MBM Advisors May 1991 - 1993
Skills
Finance, Management, Credit, Financial Analysis, Financial Modeling, Natural Gas, Analysis, Due Diligence, Forecasting, Negotiation, Employee Benefits, Energy, Business Development, Risk Management
Education
Jones Graduate School of Business, Rice University 1999 — 2001
MBA, Finance and Marketing
The Institute for Employee Benefits Training 1991 — 1991
Certificate of Graduation, Qualified Retirement Plan Administration
Tulane University 1986 — 1990
BA, Political Economy
Williams January 2013 - Present
Williams May 2011 - January 2013
Williams May 2004 - May 2011
Williams January 2001 - May 2004
JPMorgan Chase May 2000 - August 2000
Van Kampen Funds 1996 - July 1999
Van Kampen Funds 1995 - 1996
Van Kampen Funds 1993 - 1995
MBM Advisors May 1991 - 1993
Skills
Finance, Management, Credit, Financial Analysis, Financial Modeling, Natural Gas, Analysis, Due Diligence, Forecasting, Negotiation, Employee Benefits, Energy, Business Development, Risk Management
Education
Jones Graduate School of Business, Rice University 1999 — 2001
MBA, Finance and Marketing
The Institute for Employee Benefits Training 1991 — 1991
Certificate of Graduation, Qualified Retirement Plan Administration
Tulane University 1986 — 1990
BA, Political Economy
Darren Stabler Darren Stabler's Van Kampen Funds Experience February 1993 - February 2002
Job External Wholesaler at Catalyst Funds
Industry Investment Management
Experience
Catalyst Funds March 2015 - Present
Invesco US January 2012 - January 2015
BlackRock January 2008 - December 2011
Franklin Templeton Investments October 2005 - January 2008
WM Group of Funds May 2003 - September 2005
Bank of America March 2002 - April 2003
Van Kampen Funds February 1993 - February 2002
American Funds January 1990 - January 1993
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Asset Allocation, Separately Managed..., Asset Management, Investments, ETFs, Series 6, Equities, Hedge Funds, Wealth Management, Fixed Income, Investment Strategies
Education
Arizona State University 1986 — 1989
Bachelor of Science (BS), Finance, General
Catalyst Funds March 2015 - Present
Invesco US January 2012 - January 2015
BlackRock January 2008 - December 2011
Franklin Templeton Investments October 2005 - January 2008
WM Group of Funds May 2003 - September 2005
Bank of America March 2002 - April 2003
Van Kampen Funds February 1993 - February 2002
American Funds January 1990 - January 1993
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Asset Allocation, Separately Managed..., Asset Management, Investments, ETFs, Series 6, Equities, Hedge Funds, Wealth Management, Fixed Income, Investment Strategies
Education
Arizona State University 1986 — 1989
Bachelor of Science (BS), Finance, General
Tiffany Lauer Tiffany Lauer's Van Kampen Funds Experience 1992 - 1997
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions Regional Vice PresidentTransamericaJuly 2015 - Present
Nationwide Financial March 2012 - July 2015
John Hancock August 2000 - November 2011
Smith Barney June 1998 - July 2000
Cigna Retirement Plans March 1997 - May 1998
Van Kampen Funds 1992 - 1997
Skills
Retirement, 401k, Retirement Planning, Series 63, Qualified Retirement..., Series 6, Retirement Plan..., Defined Benefit, Profit Sharing, AIF, Defined Contribution, ERISA, Financial Services, Pensions
Education
Stephen F. Austin State University 1985 — 1989
Bachelor of Business Administration, Marketing
Transamerica Retirement Solutions Regional Vice PresidentTransamericaJuly 2015 - Present
Nationwide Financial March 2012 - July 2015
John Hancock August 2000 - November 2011
Smith Barney June 1998 - July 2000
Cigna Retirement Plans March 1997 - May 1998
Van Kampen Funds 1992 - 1997
Skills
Retirement, 401k, Retirement Planning, Series 63, Qualified Retirement..., Series 6, Retirement Plan..., Defined Benefit, Profit Sharing, AIF, Defined Contribution, ERISA, Financial Services, Pensions
Education
Stephen F. Austin State University 1985 — 1989
Bachelor of Business Administration, Marketing
Nanette Steward Nanette Steward's Van Kampen Funds Experience 2002 - 2006
Job Tax Associate at H&R Block
Industry Hospital & Health Care
Experience
H&R Block January 2015 - Present
Children First Academy March 2008 - September 2013
Capital One 2006 - 2007
Van Kampen Funds 2002 - 2006
Skills
Accounts Payable, Payroll, Quickbooks, Individual Taxation, Non-profits, Payroll Processing, Peachtree, Benefits Administration, QuickBooks, Employee Benefits, Accounting, Invoicing, Accounts Receivable, Account Reconciliation, Data Entry, Spreadsheets, Office Management, Administrative..., Administration, Administrative...
Education
U.S. Colleges 2014 — 2014
Medical Office Management/Administration
American InterContinental University-Houston 2004 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Prairie View A&M University 1989 — 1992
B.B.A, Accounting
H&R Block January 2015 - Present
Children First Academy March 2008 - September 2013
Capital One 2006 - 2007
Van Kampen Funds 2002 - 2006
Skills
Accounts Payable, Payroll, Quickbooks, Individual Taxation, Non-profits, Payroll Processing, Peachtree, Benefits Administration, QuickBooks, Employee Benefits, Accounting, Invoicing, Accounts Receivable, Account Reconciliation, Data Entry, Spreadsheets, Office Management, Administrative..., Administration, Administrative...
Education
U.S. Colleges 2014 — 2014
Medical Office Management/Administration
American InterContinental University-Houston 2004 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Prairie View A&M University 1989 — 1992
B.B.A, Accounting
Jessica Dean, MBA Jessica Dean, MBA's Van Kampen Funds Experience November 2006 - August 2008
Job Investment Analyst at AIG VALIC
Industry Financial Services
Experience
VALIC September 2013 - Present
Invesco Ltd. June 2010 - September 2013
RIA in a Box January 2009 - March 2009
Van Kampen Funds November 2006 - August 2008
Van Kampen Investments March 2005 - November 2006
Pappadeaux Seafood Kitchen March 2004 - November 2004
Clark, Thomas & Winters August 2003 - January 2004
PBC Marketing April 2003 - August 2003
Texas State Senate January 2003 - April 2003
Skills
Customer Service, Financial Analysis, Microsoft Excel, Investments, Mutual Funds, Strategic Financial..., Finance, Analysis, Portfolio Management, Leadership, Retirement Planning, Sales, Marketing, Visio, Operations Management, Microsoft Office, Time Management, Financial Modeling, Project Management
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
Master, Business Administration
The University of Texas at Austin 2000 — 2004
Bachelor of Arts, Government, Business
VALIC September 2013 - Present
Invesco Ltd. June 2010 - September 2013
RIA in a Box January 2009 - March 2009
Van Kampen Funds November 2006 - August 2008
Van Kampen Investments March 2005 - November 2006
Pappadeaux Seafood Kitchen March 2004 - November 2004
Clark, Thomas & Winters August 2003 - January 2004
PBC Marketing April 2003 - August 2003
Texas State Senate January 2003 - April 2003
Skills
Customer Service, Financial Analysis, Microsoft Excel, Investments, Mutual Funds, Strategic Financial..., Finance, Analysis, Portfolio Management, Leadership, Retirement Planning, Sales, Marketing, Visio, Operations Management, Microsoft Office, Time Management, Financial Modeling, Project Management
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
Master, Business Administration
The University of Texas at Austin 2000 — 2004
Bachelor of Arts, Government, Business
Todd Larson, CFA's Van Kampen Funds Experience February 1988 - August 1995
Job VP, Fixed Income Portfolio Manager at First Trust Advisors L.P.
Industry Investment Management
Experience
First Trust Advisors L.P. December 2007 - Present
ABN AMRO Asset Management August 2000 - November 2007
Van Kampen Funds February 1988 - August 1995
Education
North Park University 1982 — 1986
BS
First Trust Advisors L.P. December 2007 - Present
ABN AMRO Asset Management August 2000 - November 2007
Van Kampen Funds February 1988 - August 1995
Education
North Park University 1982 — 1986
BS
Terence Dempsey, MBA Terence Dempsey, MBA's Van Kampen Funds Experience July 1997 - June 1999
Job VP Finance at Labriola Baking Co.
Industry Food Production
Experience
Labriola Baking Co. March 2007 - Present
International Sports Management July 2006 - February 2007
The Home Depot Corporation September 2004 - July 2006
Philadelphia Gear Corporation June 1999 - September 2004
Van Kampen Funds July 1997 - June 1999
Insure One March 1991 - July 1997
Stone Container Corporation February 1987 - March 1991
Bekins Van Lines March 1985 - February 1987
Skills
Strategic Planning, P&L Management, Income Statement, Forecasting, Financial Analysis, Food, Budgets, Inventory Management, Operations Management, Business Planning, Cross-functional Team..., Supply Chain Management, Business Strategy, Team Building, Pricing, Management, Financial Reporting, Balance Sheet, Peachtree, Microsoft Office, Ross, Financial Modeling, Financial Accounting, Cash Management, Cash Flow, Accounts Payable, Accounts Receivable, Year-end Close, Accounting, Finance, Payroll, Leadership, Variance Analysis
Education
Saint Xavier University 2003 — 2007
MBA, Management
University of Illinois at Chicago 1980 — 1985
Accounting
Labriola Baking Co. March 2007 - Present
International Sports Management July 2006 - February 2007
The Home Depot Corporation September 2004 - July 2006
Philadelphia Gear Corporation June 1999 - September 2004
Van Kampen Funds July 1997 - June 1999
Insure One March 1991 - July 1997
Stone Container Corporation February 1987 - March 1991
Bekins Van Lines March 1985 - February 1987
Skills
Strategic Planning, P&L Management, Income Statement, Forecasting, Financial Analysis, Food, Budgets, Inventory Management, Operations Management, Business Planning, Cross-functional Team..., Supply Chain Management, Business Strategy, Team Building, Pricing, Management, Financial Reporting, Balance Sheet, Peachtree, Microsoft Office, Ross, Financial Modeling, Financial Accounting, Cash Management, Cash Flow, Accounts Payable, Accounts Receivable, Year-end Close, Accounting, Finance, Payroll, Leadership, Variance Analysis
Education
Saint Xavier University 2003 — 2007
MBA, Management
University of Illinois at Chicago 1980 — 1985
Accounting
Jeff Koskinen Jeff Koskinen's Van Kampen Funds Experience June 2004 - December 2006
Job External Wholesaler at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2012 - Present
MFS Investment Management December 2006 - April 2012
Van Kampen Funds June 2004 - December 2006
Van Kampen Funds June 2002 - December 2004
Van Kampen Funds January 2001 - June 2002
Meijer April 2000 - January 2001
ALDI Stores June 1990 - April 2000
Education
Northern Illinois University 1986 — 1990
Bachelor of Arts (B.A.), Communication and Media Studies
John Hancock Investments June 2012 - Present
MFS Investment Management December 2006 - April 2012
Van Kampen Funds June 2004 - December 2006
Van Kampen Funds June 2002 - December 2004
Van Kampen Funds January 2001 - June 2002
Meijer April 2000 - January 2001
ALDI Stores June 1990 - April 2000
Education
Northern Illinois University 1986 — 1990
Bachelor of Arts (B.A.), Communication and Media Studies
Charly Marggraf Charly Marggraf's Van Kampen Funds Experience 1995 - 1997
Job Realtor at Edina Realty
Industry Real Estate
Experience
Edina Realty January 2003 - Present
Technisource 1999 - 2002
John Nuveen 1997 - 1999
Van Kampen Funds 1995 - 1997
Skills
Real Estate, Investment Properties, Real Estate Transactions, Mortgage Lending, Negotiation, Marketing, Sales, First Time Home Buyers, Sellers, Single Family Homes, Buyer Representation, Short Sales, Relocation, Foreclosures, Selling, Buyers
Education
Eastern Illinois University 1991 — 1995
Edina Realty January 2003 - Present
Technisource 1999 - 2002
John Nuveen 1997 - 1999
Van Kampen Funds 1995 - 1997
Skills
Real Estate, Investment Properties, Real Estate Transactions, Mortgage Lending, Negotiation, Marketing, Sales, First Time Home Buyers, Sellers, Single Family Homes, Buyer Representation, Short Sales, Relocation, Foreclosures, Selling, Buyers
Education
Eastern Illinois University 1991 — 1995
Tony Morales's Van Kampen Funds Experience May 2007 - January 2009
Job Digital Brand and Technology Consultant at ITX Corp.
Industry Computer Software
Experience
ITX Corp. February 2015 - Present
TD Ameritrade December 2012 - February 2015
Incisent Technologies makers of FirstLook & MAX Systems November 2011 - December 2012
Genworth Financial December 2009 - October 2011
Van Kampen Funds May 2007 - January 2009
NATIONAL CITY BANK August 2006 - May 2007
Primerica September 2004 - July 2006
Skills
Sales, Sales Operations, B2B, B2C, Software Solution Sales, Salesforce.com, Sales Management, Sales Process, Sales Presentations, Lead Generation, Budgets, Management, Strategic Planning, Negotiation, Account Management, Leadership, Product Development, Selling, Training, Strategy, Marketing, Finance, Business Development, Financial Services, Consultative Selling
Education
Loyola University of Chicago - Graduate School of Business 2007 — 2010
Master of Business Administration (MBA), Entrepreneurship Concentration
John Carroll University 2000 — 2004
BA, Economics
ITX Corp. February 2015 - Present
TD Ameritrade December 2012 - February 2015
Incisent Technologies makers of FirstLook & MAX Systems November 2011 - December 2012
Genworth Financial December 2009 - October 2011
Van Kampen Funds May 2007 - January 2009
NATIONAL CITY BANK August 2006 - May 2007
Primerica September 2004 - July 2006
Skills
Sales, Sales Operations, B2B, B2C, Software Solution Sales, Salesforce.com, Sales Management, Sales Process, Sales Presentations, Lead Generation, Budgets, Management, Strategic Planning, Negotiation, Account Management, Leadership, Product Development, Selling, Training, Strategy, Marketing, Finance, Business Development, Financial Services, Consultative Selling
Education
Loyola University of Chicago - Graduate School of Business 2007 — 2010
Master of Business Administration (MBA), Entrepreneurship Concentration
John Carroll University 2000 — 2004
BA, Economics
Tim Rutter's Van Kampen Funds Experience February 1998 - January 2000
Job Senior Director of Information Technology at American Association of Nurse Anesthetists
Industry Information Technology and Services
Experience
American Association of Nurse Anesthetists March 2011 - Present
School Board Homer Consolidated Community School District 33-C 2005 - 2013
Shorr Packaging September 2010 - March 2011
Self Employed January 2009 - September 2010
Reyes Holdings December 2000 - December 2008
Martin-Brower November 2000 - November 2002
Van Kampen Funds February 1998 - January 2000
Platinum Technology January 1996 - January 1998
Skills
IT Management, Process Improvement, Data Center, Active Directory, Strategic Planning, Change Management, Vendor Management, Disaster Recovery, Project Management, Virtualization, Budgets, ERP, IT Strategy, System Administration, Software Documentation, Business Intelligence, Cisco Technologies, Team Building, SharePoint, Microsoft SQL Server, VMware, Citrix, IT Operations, Business Continuity, Business Process..., Leadership, Project Planning, Operations Management, Telecommunications, Hardware, Outsourcing, Program Management, Business Analysis, Windows, Management, Security, Enterprise Architecture, Enterprise Software, Information Technology, Strategy, Databases, Software Development, Infrastructure, Technical Support, Cloud Computing, Managed Services, ITIL, IT Service Management, Integration, Networking
Education
DePaul University 2007 — 2012
Bachelor of Arts (B.A.)
DePaul University 1996 — 1996
Certificate
DePaul University 1995 — 1996
Certificate
DeVry University 1985 — 1987
Associate
American Association of Nurse Anesthetists March 2011 - Present
School Board Homer Consolidated Community School District 33-C 2005 - 2013
Shorr Packaging September 2010 - March 2011
Self Employed January 2009 - September 2010
Reyes Holdings December 2000 - December 2008
Martin-Brower November 2000 - November 2002
Van Kampen Funds February 1998 - January 2000
Platinum Technology January 1996 - January 1998
Skills
IT Management, Process Improvement, Data Center, Active Directory, Strategic Planning, Change Management, Vendor Management, Disaster Recovery, Project Management, Virtualization, Budgets, ERP, IT Strategy, System Administration, Software Documentation, Business Intelligence, Cisco Technologies, Team Building, SharePoint, Microsoft SQL Server, VMware, Citrix, IT Operations, Business Continuity, Business Process..., Leadership, Project Planning, Operations Management, Telecommunications, Hardware, Outsourcing, Program Management, Business Analysis, Windows, Management, Security, Enterprise Architecture, Enterprise Software, Information Technology, Strategy, Databases, Software Development, Infrastructure, Technical Support, Cloud Computing, Managed Services, ITIL, IT Service Management, Integration, Networking
Education
DePaul University 2007 — 2012
Bachelor of Arts (B.A.)
DePaul University 1996 — 1996
Certificate
DePaul University 1995 — 1996
Certificate
DeVry University 1985 — 1987
Associate
Scott Vicary Scott Vicary's Van Kampen Funds Experience June 1992 - May 1993
Job Sr Technology Consultant at EMC
Industry Information Technology and Services
Experience
EMC January 2004 - Present
EMC May 2001 - December 2003
EMC May 1998 - May 2001
United States Cellular September 1996 - April 1998
Searle August 1994 - September 1996
Charles Industries May 1992 - August 1994
Van Kampen Funds June 1992 - May 1993
Van Kampen Funds May 1989 - June 1992
Burger King Corporation June 1988 - May 1989
Education
North Central College 1984 — 1988
BS, Computer Science
EMC January 2004 - Present
EMC May 2001 - December 2003
EMC May 1998 - May 2001
United States Cellular September 1996 - April 1998
Searle August 1994 - September 1996
Charles Industries May 1992 - August 1994
Van Kampen Funds June 1992 - May 1993
Van Kampen Funds May 1989 - June 1992
Burger King Corporation June 1988 - May 1989
Education
North Central College 1984 — 1988
BS, Computer Science
Cedric Norris Cedric Norris's Van Kampen Funds Experience November 1997 - November 2000
Job Analyst at Next Financial
Industry Financial Services
Experience
Next Financial OfficerGuardmarkFebruary 2009 - July 2009
American General Finance January 2005 - November 2007
AIG American General 2005 - 2007
JPMorgan Chase March 2003 - October 2005
American Express Financial Advisors January 2002 - January 2003
H&R Block Financial Advisors November 2000 - January 2002
Van Kampen Funds November 1997 - November 2000
Skills
Mutual Funds, Investments, Banking, Asset Management, Finance, Financial Advisory, Equities, Financial Analysis, Hedge Funds, Risk Management, Portfolio Management, Series 7, Trading, Business Strategy, Securities, Strategic Financial..., Financial Markets, Alternative Investments, Capital Markets, Marketing Strategy
Education
University of Houston 1991 — 1996
Bachelors, Economics
Houston Community College 1989 — 1991
Associates, Economics
Lamar High School 1985 — 1989
College Prepatory, Math and Science
Next Financial OfficerGuardmarkFebruary 2009 - July 2009
American General Finance January 2005 - November 2007
AIG American General 2005 - 2007
JPMorgan Chase March 2003 - October 2005
American Express Financial Advisors January 2002 - January 2003
H&R Block Financial Advisors November 2000 - January 2002
Van Kampen Funds November 1997 - November 2000
Skills
Mutual Funds, Investments, Banking, Asset Management, Finance, Financial Advisory, Equities, Financial Analysis, Hedge Funds, Risk Management, Portfolio Management, Series 7, Trading, Business Strategy, Securities, Strategic Financial..., Financial Markets, Alternative Investments, Capital Markets, Marketing Strategy
Education
University of Houston 1991 — 1996
Bachelors, Economics
Houston Community College 1989 — 1991
Associates, Economics
Lamar High School 1985 — 1989
College Prepatory, Math and Science
Michelle Gore Lane Michelle Gore Lane's Van Kampen Funds Experience July 1997 - August 1998
Job Food Service Sales Manager Restaurants PepsiCo
Industry Consumer Goods
Experience
PepsiCo June 2014 - Present
PepsiCo Americas Beverages December 2012 - Present
Pepsi Beverages Company July 2010 - November 2012
Danone Waters of America January 2009 - February 2010
glaceau December 2006 - December 2008
Tile Roofs of Texas March 2005 - December 2006
CUNA Mutual Group November 1999 - March 2005
Banc of America Investment Services, Inc August 1998 - November 1999
Van Kampen Funds July 1997 - August 1998
Education
University of Houston
BBA, Finance
PepsiCo June 2014 - Present
PepsiCo Americas Beverages December 2012 - Present
Pepsi Beverages Company July 2010 - November 2012
Danone Waters of America January 2009 - February 2010
glaceau December 2006 - December 2008
Tile Roofs of Texas March 2005 - December 2006
CUNA Mutual Group November 1999 - March 2005
Banc of America Investment Services, Inc August 1998 - November 1999
Van Kampen Funds July 1997 - August 1998
Education
University of Houston
BBA, Finance
Theodore Yeo's Van Kampen Funds Experience August 2003 - June 2005
Job VP at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate May 2012 - Present
Griffin Capital January 2012 - May 2012
Grubb & Ellis June 2011 - January 2012
Western & Southern Financial Group February 2010 - June 2011
Hartford Financial Services Group Inc June 2005 - February 2010
Van Kampen Funds August 2003 - June 2005
IDS November 2002 - July 2003
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Securities, Investments, Asset Allocation, FINRA, Asset Managment, Financial Advisory
Education
Miami University 1998 — 2002
BS, Finance
ZCHS
Resource Real Estate May 2012 - Present
Griffin Capital January 2012 - May 2012
Grubb & Ellis June 2011 - January 2012
Western & Southern Financial Group February 2010 - June 2011
Hartford Financial Services Group Inc June 2005 - February 2010
Van Kampen Funds August 2003 - June 2005
IDS November 2002 - July 2003
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Securities, Investments, Asset Allocation, FINRA, Asset Managment, Financial Advisory
Education
Miami University 1998 — 2002
BS, Finance
ZCHS
Derek Schicht's Van Kampen Funds Experience February 2010 - Present
Job at Van Kampen Funds
Industry Financial Services
Experience
Van Kampen Funds February 2010 - Present
ING May 2007 - September 2008
MFS Retirement Services at Sun Life Financial October 2005 - January 2007
Chase Investment Services at JPMorgan Chase April 2004 - October 2005
DWS Scudder Investments January 2001 - April 2004
Education
Indiana University Bloomington
BA, Economics
Van Kampen Funds February 2010 - Present
ING May 2007 - September 2008
MFS Retirement Services at Sun Life Financial October 2005 - January 2007
Chase Investment Services at JPMorgan Chase April 2004 - October 2005
DWS Scudder Investments January 2001 - April 2004
Education
Indiana University Bloomington
BA, Economics
Laurel Hudgens-Shipes Laurel Hudgens-Shipes's Van Kampen Funds Experience 1989 - 2009
Job Account Manager at MedAssets
Industry Management Consulting
Experience
MedAssets September 2010 - Present
Management Dynamics, Inc. February 2009 - March 2010
Van Kampen Investments June 1989 - January 2009
Morgan Stanley Investment Management June 1989 - January 2009
Van Kampen Funds 1989 - 2009
Skills
Mutual Funds, Management, Strategy, Account Management, CRM, Marketing, New Business Development
Education
The Master's College 1987 — 1989
Liberal Arts, English
University of Kentucky 1984 — 1987
Economics
York 1980 — 1984
MedAssets September 2010 - Present
Management Dynamics, Inc. February 2009 - March 2010
Van Kampen Investments June 1989 - January 2009
Morgan Stanley Investment Management June 1989 - January 2009
Van Kampen Funds 1989 - 2009
Skills
Mutual Funds, Management, Strategy, Account Management, CRM, Marketing, New Business Development
Education
The Master's College 1987 — 1989
Liberal Arts, English
University of Kentucky 1984 — 1987
Economics
York 1980 — 1984
Frank Muller's Van Kampen Funds Experience September 1991 - August 2001
Job Chief Executive Officer & President
Industry Financial Services
Experience
Behringer Securities LP September 2011 - Present
Kiski Group August 2010 - September 2011
Hines July 2003 - August 2010
Morgan Stanley August 2001 - July 2003
Van Kampen Funds September 1991 - August 2001
Advantage Capital October 1987 - September 1991
Scientific Glass & Instruments August 1985 - October 1987
Skills
Investment Advisory, Mutual Funds, Portfolio Management, Securities, Investments, Wealth Management, Financial Advisory, Equities, Series 63, Alternative Investments, Financial Planning, Financial Services, Series 7, Asset Management, Investment Management, Strategic Financial..., Retail, Separately Managed..., Valuation, Mergers & Acquisitions, Asset Managment, Real Estate, ETFs, Fixed Income, Series 24, Investor Relations, Due Diligence, Asset Allocation, Private Equity, Hedge Funds, Investment Strategies, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 1980 — 1985
Bachelor of Business Administration (B.B.A.), Accounting
Behringer Securities LP September 2011 - Present
Kiski Group August 2010 - September 2011
Hines July 2003 - August 2010
Morgan Stanley August 2001 - July 2003
Van Kampen Funds September 1991 - August 2001
Advantage Capital October 1987 - September 1991
Scientific Glass & Instruments August 1985 - October 1987
Skills
Investment Advisory, Mutual Funds, Portfolio Management, Securities, Investments, Wealth Management, Financial Advisory, Equities, Series 63, Alternative Investments, Financial Planning, Financial Services, Series 7, Asset Management, Investment Management, Strategic Financial..., Retail, Separately Managed..., Valuation, Mergers & Acquisitions, Asset Managment, Real Estate, ETFs, Fixed Income, Series 24, Investor Relations, Due Diligence, Asset Allocation, Private Equity, Hedge Funds, Investment Strategies, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 1980 — 1985
Bachelor of Business Administration (B.B.A.), Accounting
Chris Andruss Chris Andruss's Van Kampen Funds Experience 1995 - 1997
Job Creative Director at LPK
Industry Design
Experience
Libby Perszyk Kathman 2007 - Present
Landor Associates 2005 - 2007
Fifth Third Bank 2004 - 2005
Strata-G Communications 2001 - 2004
Ambrosi 1997 - 2001
Van Kampen Funds 1995 - 1997
Kemper Financial Services 1991 - 1995
Skills
Brand Architecture, Concept Development, Creative Direction, Product Naming, Copywriting, Creative Strategy, Brand Development, Art Direction
Education
The Ohio State University 1984 — 1989
BA, Art History / Liberal Arts
Libby Perszyk Kathman 2007 - Present
Landor Associates 2005 - 2007
Fifth Third Bank 2004 - 2005
Strata-G Communications 2001 - 2004
Ambrosi 1997 - 2001
Van Kampen Funds 1995 - 1997
Kemper Financial Services 1991 - 1995
Skills
Brand Architecture, Concept Development, Creative Direction, Product Naming, Copywriting, Creative Strategy, Brand Development, Art Direction
Education
The Ohio State University 1984 — 1989
BA, Art History / Liberal Arts
Tammy Patchin's Van Kampen Funds Experience 1990 - 2002
Job Vice President, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2007 - Present
HNTB August 2005 - October 2007
Quality Texas Foundation March 2005 - August 2007
JPMorgan Chase August 2004 - January 2006
HNTB August 2002 - August 2004
Van Kampen Funds 1990 - 2002
Missouri Quality Foundation 1999 - 2001
Skills
Risk Management, Strategy, Process Improvement, Financial Analysis, Program Management, Business Analysis, Strategic Planning, Management, Securities, Executive Management, Leadership, Budgets, Performance Management, Business Process..., Series 7, Banking, CRM, Financial Modeling, Strategic Financial..., Finance, Financial Services, Mergers & Acquisitions, Investments, Vendor Management, Sarbanes-Oxley Act, Human Resources, Mutual Funds, Financial Risk
Education
University of Missouri-Kansas City 2001 — 2003
Masters, Accounting, Finance
University of Missouri-Kansas City 1991 — 1993
MBA, Management - Org Behavior
The University of Kansas 1987 — 1991
BS, Business, Finance
Fidelity Investments October 2007 - Present
HNTB August 2005 - October 2007
Quality Texas Foundation March 2005 - August 2007
JPMorgan Chase August 2004 - January 2006
HNTB August 2002 - August 2004
Van Kampen Funds 1990 - 2002
Missouri Quality Foundation 1999 - 2001
Skills
Risk Management, Strategy, Process Improvement, Financial Analysis, Program Management, Business Analysis, Strategic Planning, Management, Securities, Executive Management, Leadership, Budgets, Performance Management, Business Process..., Series 7, Banking, CRM, Financial Modeling, Strategic Financial..., Finance, Financial Services, Mergers & Acquisitions, Investments, Vendor Management, Sarbanes-Oxley Act, Human Resources, Mutual Funds, Financial Risk
Education
University of Missouri-Kansas City 2001 — 2003
Masters, Accounting, Finance
University of Missouri-Kansas City 1991 — 1993
MBA, Management - Org Behavior
The University of Kansas 1987 — 1991
BS, Business, Finance
Peter Hegel's Van Kampen Funds Experience 1984 - 2000
Job Managing Director at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial March 2005 - Present
Van Kampen Funds 1984 - 2000
Xerox Life 1984 - 2000
Van Kampen Investments 1983 - 2000
Skills
Fixed Income, Series 7, Portfolio Management, Asset Management, Investments, Bonds, Mutual Funds, Alternative Investments, Trading, Series 63, Securities, Valuation, Capital Markets, Asset Managment, Hedge Funds, Asset Allocation, Investment Management, Bloomberg, Wealth Management, Equities, Investment Advisory, Options, ETFs, Financial Advisory, Derivatives, Private Equity, Investment Strategies, Equity Research, High Yield, FINRA, Structured Products, Series 24
Education
The University of Chicago - Booth School of Business 1977 — 1979
MBA, Finance and Statistics
Purdue University 1973 — 1977
BSIM, Economics
Mesirow Financial March 2005 - Present
Van Kampen Funds 1984 - 2000
Xerox Life 1984 - 2000
Van Kampen Investments 1983 - 2000
Skills
Fixed Income, Series 7, Portfolio Management, Asset Management, Investments, Bonds, Mutual Funds, Alternative Investments, Trading, Series 63, Securities, Valuation, Capital Markets, Asset Managment, Hedge Funds, Asset Allocation, Investment Management, Bloomberg, Wealth Management, Equities, Investment Advisory, Options, ETFs, Financial Advisory, Derivatives, Private Equity, Investment Strategies, Equity Research, High Yield, FINRA, Structured Products, Series 24
Education
The University of Chicago - Booth School of Business 1977 — 1979
MBA, Finance and Statistics
Purdue University 1973 — 1977
BSIM, Economics
Thomas Brandino III, CFP's Van Kampen Funds Experience 1995 - 1999
Job Certified Financial Planner
Industry Financial Services
Experience
Frost Bank 2008 - Present
Atlas Securities 2005 - 2007
JP Morgan Chase 2002 - 2005
Aim Funds 1999 - 2001
Van Kampen Funds 1995 - 1999
Van Kampen 1995 - 1999
Skills
Estate Planning, Investment Management, Wealth Management..., Series 7, Investments, Wealth Management, Wealth, Asset Allocation, Asset Management, Retirement Planning, Risk Management, Series 63, Mutual Funds, Portfolio Management, Alternative Investments, Financial Planning, Retirement, Insurance
Education
University of Houston 1992 — 1996
St. Thomas High School 1987 — 1991
St. Michaels
Frost Bank 2008 - Present
Atlas Securities 2005 - 2007
JP Morgan Chase 2002 - 2005
Aim Funds 1999 - 2001
Van Kampen Funds 1995 - 1999
Van Kampen 1995 - 1999
Skills
Estate Planning, Investment Management, Wealth Management..., Series 7, Investments, Wealth Management, Wealth, Asset Allocation, Asset Management, Retirement Planning, Risk Management, Series 63, Mutual Funds, Portfolio Management, Alternative Investments, Financial Planning, Retirement, Insurance
Education
University of Houston 1992 — 1996
St. Thomas High School 1987 — 1991
St. Michaels
Kenneth DeMarco's Van Kampen Funds Experience April 1997 - Present
Job Vice President at Van Kampen Funds
Industry Financial Services
Experience
Van Kampen Funds April 1997 - Present
Education
University of Illinois at Urbana-Champaign 1983 — 1988
BS, Economics
Van Kampen Funds April 1997 - Present
Education
University of Illinois at Urbana-Champaign 1983 — 1988
BS, Economics
Kristen Berglund's Van Kampen Funds Experience 1995 - 2003
Job Psychotherapist
Industry Mental Health Care
Experience
Houston Psychotherapists, Inc. April 2009 - Present
Van Kampen Funds 1995 - 2003
Education
University of Houston-Clear Lake 2003 — 2008
M.A., Clinical Psychology
The University of Chicago 1988 — 1992
BA, English Lang and Lit
Houston Psychotherapists, Inc. April 2009 - Present
Van Kampen Funds 1995 - 2003
Education
University of Houston-Clear Lake 2003 — 2008
M.A., Clinical Psychology
The University of Chicago 1988 — 1992
BA, English Lang and Lit
Steve Allread's Van Kampen Funds Experience 1997 - 1999
Job Trader at SJ Wolfe Investments LLC
Industry Financial Services
Experience
SJ Wolfe Investments LLC April 2009 - Present
Butler Wick & Company Inc 2005 - April 2009
JPMorgan 2004 - 2004
Bank One Capital Markets 2002 - 2004
Bank One Securities Corporation 1999 - 2001
Van Kampen Funds 1997 - 1999
Skills
Trading, Equities, Series 7, Investments, Financial Markets, Derivatives
Education
The Ohio State University 1992 — 1997
BS, Finance
The Ohio State University Fisher College of Business 1992 — 1997
BS, Business Administration
SJ Wolfe Investments LLC April 2009 - Present
Butler Wick & Company Inc 2005 - April 2009
JPMorgan 2004 - 2004
Bank One Capital Markets 2002 - 2004
Bank One Securities Corporation 1999 - 2001
Van Kampen Funds 1997 - 1999
Skills
Trading, Equities, Series 7, Investments, Financial Markets, Derivatives
Education
The Ohio State University 1992 — 1997
BS, Finance
The Ohio State University Fisher College of Business 1992 — 1997
BS, Business Administration
Carrie (Larson) Stewart's Van Kampen Funds Experience 1998 - 2001
Job Program Manager for Charitable Trusts and Foundations at Commerce Bank
Industry Philanthropy
Experience
Commerce Bank January 2002 - Present
Van Kampen Funds 1998 - 2001
Education
Truman State University 1998 — 2001
Antioch Middle School
Oak Park High School
Commerce Bank January 2002 - Present
Van Kampen Funds 1998 - 2001
Education
Truman State University 1998 — 2001
Antioch Middle School
Oak Park High School
Beth Bavolek's Van Kampen Funds Experience 1998 - 1998
Job Project Coordinator Denver Museum of Nature & Science
Industry Museums and Institutions
Experience
Denver Museum of Nature & Science August 1999 - April 2015
Denver Museum of Nature & Science August 1999 - April 2015
Denver Museum of Nature & Science 2009 - 2015
Denver Art Museum 1999 - 2001
Van Kampen Funds 1998 - 1998
Skills
Nonprofits, Community Outreach, Grant Writing, Program Development, Museums, Event Planning, Volunteer Management, Fundraising, Research, Budgets, Office Management, Project Management
Education
Colorado State University 1993 — 1996
Bachelor’s Degree, Bachelor of Fine Arts
Southern Illinois University, Carbondale 1990 — 1993
Bachelor’s Degree, Bachelor of Fine Arts
Denver Museum of Nature & Science August 1999 - April 2015
Denver Museum of Nature & Science August 1999 - April 2015
Denver Museum of Nature & Science 2009 - 2015
Denver Art Museum 1999 - 2001
Van Kampen Funds 1998 - 1998
Skills
Nonprofits, Community Outreach, Grant Writing, Program Development, Museums, Event Planning, Volunteer Management, Fundraising, Research, Budgets, Office Management, Project Management
Education
Colorado State University 1993 — 1996
Bachelor’s Degree, Bachelor of Fine Arts
Southern Illinois University, Carbondale 1990 — 1993
Bachelor’s Degree, Bachelor of Fine Arts
Patrick Loechl's Van Kampen Funds Experience April 2007 - February 2008
Job Area Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Russell Investment Group April 2008 - June 2011
Van Kampen Funds April 2007 - February 2008
Van Kampen Funds March 2003 - April 2007
Scudder Investments April 2002 - March 2003
Education
Eastern Illinois University 1998 — 2001
Bachelors
Wheaton North High School 1992 — 1996
Wells Fargo Advisors January 2011 - Present
Russell Investment Group April 2008 - June 2011
Van Kampen Funds April 2007 - February 2008
Van Kampen Funds March 2003 - April 2007
Scudder Investments April 2002 - March 2003
Education
Eastern Illinois University 1998 — 2001
Bachelors
Wheaton North High School 1992 — 1996
Justin Edell's Van Kampen Funds Experience July 2005 - February 2008
Job Director
Industry Financial Services
Experience
Turner Investment Partners 2009 - Present
Keeley Funds May 2008 - August 2009
Van Kampen Funds July 2005 - February 2008
Advantage Document Services February 2002 - June 2005
Skills
Series 6, Series 63, Series 7, Mutual Funds, Investments
Education
Elmhurst College 2006 — 2008
MBA, Finance
Saint Mary's University of Minnesota 1998 — 2001
BA, International Business
Turner Investment Partners 2009 - Present
Keeley Funds May 2008 - August 2009
Van Kampen Funds July 2005 - February 2008
Advantage Document Services February 2002 - June 2005
Skills
Series 6, Series 63, Series 7, Mutual Funds, Investments
Education
Elmhurst College 2006 — 2008
MBA, Finance
Saint Mary's University of Minnesota 1998 — 2001
BA, International Business
Chip Getz's Van Kampen Funds Experience March 2004 - December 2006
Job Vice President, Astor Investment Management
Industry Financial Services
Experience
Astor Asset Management October 2013 - Present
Neuberger Berman October 2010 - July 2012
Stadion Funds March 2009 - October 2010
Henderson Global Investors December 2006 - December 2008
Van Kampen Funds March 2004 - December 2006
Skills
Mutual Funds, Sales, Sales Operations, Series 7, Series 63, Alternative Investments, Asset Management, Portfolio Management, Investments, Asset Allocation, Equities, Separately Managed..., Wealth Management, Fixed Income, Securities, Series 65, Retirement Planning, Investment Strategies, Series 6, ETFs
Education
Miami University 1999 — 2003
Business, Finance
Astor Asset Management October 2013 - Present
Neuberger Berman October 2010 - July 2012
Stadion Funds March 2009 - October 2010
Henderson Global Investors December 2006 - December 2008
Van Kampen Funds March 2004 - December 2006
Skills
Mutual Funds, Sales, Sales Operations, Series 7, Series 63, Alternative Investments, Asset Management, Portfolio Management, Investments, Asset Allocation, Equities, Separately Managed..., Wealth Management, Fixed Income, Securities, Series 65, Retirement Planning, Investment Strategies, Series 6, ETFs
Education
Miami University 1999 — 2003
Business, Finance
Jones, Larry's Van Kampen Funds Experience January 1995 - August 2001
Job Portfolio Manager at McDonnell Investment Management
Industry Investment Management
Experience
McDonnell Investment Management February 2002 - Present
McDonnell Investment Management February 2002 - January 2009
Van Kampen Funds January 1995 - August 2001
Skills
Portfolio Managers, Bloomberg, Fixed Income Portfolio..., Municipal Bonds, Fixed Income
Education
University of Iowa 1988 — 1993
BA, Economics
McDonnell Investment Management February 2002 - Present
McDonnell Investment Management February 2002 - January 2009
Van Kampen Funds January 1995 - August 2001
Skills
Portfolio Managers, Bloomberg, Fixed Income Portfolio..., Municipal Bonds, Fixed Income
Education
University of Iowa 1988 — 1993
BA, Economics
Patrick Pasqualicchio's Van Kampen Funds Experience April 2000 - August 2005
Job Vice President
Industry Investment Management
Experience
Howard Simon August 2008 - Present
Van Kampen Investments September 2005 - February 2008
Van Kampen Funds April 2000 - August 2005
Van Kampen Funds June 1999 - April 2000
Skills
401k, Retirement Plan..., Qualified Retirement..., Series 7, Series 65, Series 6, Series 63, Mutual Funds, Defined Contribution, Defined Benefit, Pensions, Investments, Asset Allocation
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Accounting
Indiana University - Kelley School of Business 1995 — 1999
B.S., Finance
Howard Simon August 2008 - Present
Van Kampen Investments September 2005 - February 2008
Van Kampen Funds April 2000 - August 2005
Van Kampen Funds June 1999 - April 2000
Skills
401k, Retirement Plan..., Qualified Retirement..., Series 7, Series 65, Series 6, Series 63, Mutual Funds, Defined Contribution, Defined Benefit, Pensions, Investments, Asset Allocation
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Accounting
Indiana University - Kelley School of Business 1995 — 1999
B.S., Finance
Ed Caveney's Van Kampen Funds Experience 1998 - 2003
Job Private Client Advisor, JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. April 2003 - Present
Van Kampen Funds 1998 - 2003
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
JP Morgan Chase Bank N.A. April 2003 - Present
Van Kampen Funds 1998 - 2003
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
Joyce Miller's Van Kampen Funds Experience 1985 - 1992
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets May 2008 - Present
Griffin, Kubik, Stephens & Thompson June 1992 - April 2008
Van Kampen Investments February 1985 - June 1992
Van Kampen Funds 1985 - 1992
Education
Northern Illinois University
M.S.
Northern Illinois University
B.S., Social Science Education
BMO Capital Markets May 2008 - Present
Griffin, Kubik, Stephens & Thompson June 1992 - April 2008
Van Kampen Investments February 1985 - June 1992
Van Kampen Funds 1985 - 1992
Education
Northern Illinois University
M.S.
Northern Illinois University
B.S., Social Science Education
Steven L. Arnold, M.S.'s Van Kampen Funds Experience October 1997 - February 1999
Job Protean Graphic Designer & IT Professional
Industry Information Technology and Services
Experience
Ornua IT AnalystKerrygold USA / Irish Dairy BoardJuly 2013 - Present
Freelance Graphic/Web Design Services July 2012 - March 2013
Navistar October 2008 - April 2012
International Truck and Engine January 2008 - October 2008
International Truck and Engine March 2005 - January 2008
International Truck and Engine July 2003 - March 2005
International Truck and Engine February 2001 - July 2003
Navistar Inc February 1999 - February 2001
Van Kampen Funds October 1997 - February 1999
Contractor December 1996 - October 1997
Skills
Team Building, Organizational..., Change Management, Process Improvement, Problem Solving, SDLC, Microsoft Office, Excel, Visio, Windows, SQL, Troubleshooting, SharePoint, Microsoft Excel, Microsoft Word, Project Management, Software Documentation, Consulting, Adobe Creative Suite, HTML, CSS, TextWrangler, BBEdit, Mac & PC platforms, MacBook, Software Project..., Technical Support, Documentation, Requirements Gathering, Business Intelligence, Requirements Analysis, BPMN, Business Process Mapping, Team Leadership, Access, Word, MS Project, Business Process..., Organizational..., Training, Microsoft SQL Server, Corporate Identity, Artworking, Traditional Media, CAD/CAM Software, QuarkXPress, Pagemaker, Business Analysis, Vendor Management
Education
Benedictine University 2006 — 2008
Master of Management Organizational Behavior, Management, Organizational Behavior, Project Management, 3.864
Benedictine University 1997 — 2004
BA, Organizational Leadership, 3.443
MacCormac Junior College 1982 — 1984
Assoc. Fine Arts, Design, Photography, Illustration, Package Design
College of DuPage
Computer Graphics, 3.4
Ornua IT AnalystKerrygold USA / Irish Dairy BoardJuly 2013 - Present
Freelance Graphic/Web Design Services July 2012 - March 2013
Navistar October 2008 - April 2012
International Truck and Engine January 2008 - October 2008
International Truck and Engine March 2005 - January 2008
International Truck and Engine July 2003 - March 2005
International Truck and Engine February 2001 - July 2003
Navistar Inc February 1999 - February 2001
Van Kampen Funds October 1997 - February 1999
Contractor December 1996 - October 1997
Skills
Team Building, Organizational..., Change Management, Process Improvement, Problem Solving, SDLC, Microsoft Office, Excel, Visio, Windows, SQL, Troubleshooting, SharePoint, Microsoft Excel, Microsoft Word, Project Management, Software Documentation, Consulting, Adobe Creative Suite, HTML, CSS, TextWrangler, BBEdit, Mac & PC platforms, MacBook, Software Project..., Technical Support, Documentation, Requirements Gathering, Business Intelligence, Requirements Analysis, BPMN, Business Process Mapping, Team Leadership, Access, Word, MS Project, Business Process..., Organizational..., Training, Microsoft SQL Server, Corporate Identity, Artworking, Traditional Media, CAD/CAM Software, QuarkXPress, Pagemaker, Business Analysis, Vendor Management
Education
Benedictine University 2006 — 2008
Master of Management Organizational Behavior, Management, Organizational Behavior, Project Management, 3.864
Benedictine University 1997 — 2004
BA, Organizational Leadership, 3.443
MacCormac Junior College 1982 — 1984
Assoc. Fine Arts, Design, Photography, Illustration, Package Design
College of DuPage
Computer Graphics, 3.4
Jim (Operations) Becnel's Van Kampen Funds Experience
Job Chairman's Consultant at Van Kampen Funds
Industry Financial Services
Experience
Van Kampen Funds
Education
Tulane University 1985 — 1989
Van Kampen Funds
Education
Tulane University 1985 — 1989
Joe Hays's Van Kampen Funds Experience 1992 - 1999
Job Partner at Aston Asset Management
Industry Financial Services
Experience
Aston Asset Management 2000 - Present
ABN AMRO 2000 - 2006
Van Kampen Funds 1992 - 1999
Skills
Mutual Funds, Series 7, Series 63, Investments, Asset Management, Sales Management, Business Strategy, Equities, New Business Development, Fixed Income, Customer Relations, Alternative Investments, Asset Allocation, Wealth Management, Portfolio Management, Investment Advisory, Securities, Hedge Funds, Investment Strategies, Financial Services, Investment Management, Series 24
Education
La Salle University - School of Business Administration
PHS
Aston Asset Management 2000 - Present
ABN AMRO 2000 - 2006
Van Kampen Funds 1992 - 1999
Skills
Mutual Funds, Series 7, Series 63, Investments, Asset Management, Sales Management, Business Strategy, Equities, New Business Development, Fixed Income, Customer Relations, Alternative Investments, Asset Allocation, Wealth Management, Portfolio Management, Investment Advisory, Securities, Hedge Funds, Investment Strategies, Financial Services, Investment Management, Series 24
Education
La Salle University - School of Business Administration
PHS
Robert Schumacher's Van Kampen Funds Experience June 1998 - May 2008
Job Head of Fixed Income, US at AXA Investment Managers
Industry Investment Management
Experience
AXA Investment Managers June 2011 - Present
AXA Investment Managers August 2008 - June 2011
Van Kampen Funds June 1998 - May 2008
Morgan Stanley Investment Management 2005 - 2008
Van Kampen Investments (Morgan Stanley Investment Management) 1998 - 2008
Van Kampen Investments 1998 - 2008
Van Kampen 1998 - 2008
Skills
Strategy, Portfolio Management, Fixed Income, Management, Sales, Finance, Investments, Mutual Funds, Alternative Investments, Economics, Series 7, Asset Management, Equities, Financial Services, Morningstar, Asset Allocation, Investment Advisory, ETFs
Education
Northwestern University - Kellogg School of Management 1974 — 1976
MM, Finance Management Consulting
DePauw University 1970 — 1974
BA, Economics
AXA Investment Managers June 2011 - Present
AXA Investment Managers August 2008 - June 2011
Van Kampen Funds June 1998 - May 2008
Morgan Stanley Investment Management 2005 - 2008
Van Kampen Investments (Morgan Stanley Investment Management) 1998 - 2008
Van Kampen Investments 1998 - 2008
Van Kampen 1998 - 2008
Skills
Strategy, Portfolio Management, Fixed Income, Management, Sales, Finance, Investments, Mutual Funds, Alternative Investments, Economics, Series 7, Asset Management, Equities, Financial Services, Morningstar, Asset Allocation, Investment Advisory, ETFs
Education
Northwestern University - Kellogg School of Management 1974 — 1976
MM, Finance Management Consulting
DePauw University 1970 — 1974
BA, Economics
James Kaster's Van Kampen Funds Experience 1988 - 1995
Job VP SP+ Facility Maintenance
Industry Commercial Real Estate
Experience
SP Plus Corporation (SP+) September 2011 - Present
Ceridian October 2007 - September 2011
GE Capital October 2006 - October 2007
GE Money - Partnership Marketing Group May 2003 - October 2006
GE Consumer Finance - Partnership Marketing Group 2000 - May 2003
Partnership Marketing Group 1998 - 2000
Signature Group 1995 - 1999
Van Kampen Funds 1988 - 1995
Education
Northern Illinois University 1984 — 1987
Finance, Bachelor Science
SP Plus Corporation (SP+) September 2011 - Present
Ceridian October 2007 - September 2011
GE Capital October 2006 - October 2007
GE Money - Partnership Marketing Group May 2003 - October 2006
GE Consumer Finance - Partnership Marketing Group 2000 - May 2003
Partnership Marketing Group 1998 - 2000
Signature Group 1995 - 1999
Van Kampen Funds 1988 - 1995
Education
Northern Illinois University 1984 — 1987
Finance, Bachelor Science
Brad Mincke's Van Kampen Funds Experience 1988 - 2008
Job Managing Director CoHead of Research at McDonnell Investment Management
Industry Investment Management
Experience
McDonnell Investment Management January 2015 - Present
McDonnell Investment Management January 2014 - Present
McDonnell Investment Management January 2011 - January 2014
McDonnell Investment Management May 2008 - January 2011
Van Kampen Funds 1988 - 2008
Nuveen Investments 1984 - 1988
Nuveen Investments 1983 - 1984
Skills
Fixed Income, Bonds, Securities, Bloomberg, Portfolio Management, Asset Allocation, Alternative Investments, Investment Advisory, Credit Analysis, Investments, Municipal Bonds, Mutual Funds, Investment Management, Asset Management, Series 7, Capital Markets, Investment Strategies, Equities, Trading, Bloomberg Terminal, Valuation
Education
Northern Illinois University
McDonnell Investment Management January 2015 - Present
McDonnell Investment Management January 2014 - Present
McDonnell Investment Management January 2011 - January 2014
McDonnell Investment Management May 2008 - January 2011
Van Kampen Funds 1988 - 2008
Nuveen Investments 1984 - 1988
Nuveen Investments 1983 - 1984
Skills
Fixed Income, Bonds, Securities, Bloomberg, Portfolio Management, Asset Allocation, Alternative Investments, Investment Advisory, Credit Analysis, Investments, Municipal Bonds, Mutual Funds, Investment Management, Asset Management, Series 7, Capital Markets, Investment Strategies, Equities, Trading, Bloomberg Terminal, Valuation
Education
Northern Illinois University
Stephanye Weathersby, MBA's Van Kampen Funds Experience November 1997 - March 2000
Job CTE Teacher at Spring ISD
Industry Financial Services
Experience
Spring ISD August 2013 - Present
Stoneybrook Healthcare June 2009 - October 2010
Texas Pension Review Board November 2005 - February 2008
AIG August 2004 - October 2005
Principal Financial Group June 2001 - October 2002
Van Kampen Funds November 1997 - March 2000
Education
Prairie View A&M University 2002 — 2005
MBA, Business
Texas Southern University 1985 — 1989
Bachelor of Science (B.S.), Family and Consumer Sciences/Human Sciences
Spring ISD August 2013 - Present
Stoneybrook Healthcare June 2009 - October 2010
Texas Pension Review Board November 2005 - February 2008
AIG August 2004 - October 2005
Principal Financial Group June 2001 - October 2002
Van Kampen Funds November 1997 - March 2000
Education
Prairie View A&M University 2002 — 2005
MBA, Business
Texas Southern University 1985 — 1989
Bachelor of Science (B.S.), Family and Consumer Sciences/Human Sciences
Tania M Giardina's Van Kampen Funds Experience June 1997 - November 1998
Job Human Resources at Baker Hughes Incorporated
Industry Oil & Energy
Experience
Baker Hughes August 2011 - Present
Baker Hughes September 2009 - August 2011
Baker Hughes June 2000 - September 2009
The Methodist Hosptial November 1998 - June 2000
Van Kampen Funds June 1997 - November 1998
Skills
Employee Benefits, Human Resources, Deferred Compensation, HRIS, Training, Workforce Planning, Training Delivery, Benefits Administration, HR Policies, Onboarding, Employee Relations
Education
Texas State University 1994 — 1997
BBA, Marketing
Baker Hughes August 2011 - Present
Baker Hughes September 2009 - August 2011
Baker Hughes June 2000 - September 2009
The Methodist Hosptial November 1998 - June 2000
Van Kampen Funds June 1997 - November 1998
Skills
Employee Benefits, Human Resources, Deferred Compensation, HRIS, Training, Workforce Planning, Training Delivery, Benefits Administration, HR Policies, Onboarding, Employee Relations
Education
Texas State University 1994 — 1997
BBA, Marketing
Monica Medina Zvolensky's Van Kampen Funds Experience August 1999 - March 2005
Job Experienced Learning and Development Professional
Industry Education Management
Experience
CHI St. Luke's Health 2015 - Present
Spring Branch ISD August 2013 - June 2015
Houston ISD August 2009 - June 2013
Morgan Stanley August 1998 - May 2008
Van Kampen Funds August 1999 - March 2005
Six Flags Theme Parks 1993 - 1997
Skills
Instructional Design, Training & Development, Recruiting, Curriculum Design, Staff Development, Management, Teaching, Public Speaking, Training, Customer Service, Analysis, Classroom, Vendor Management, Microsoft Excel, Talent Acquisition, Project Management, Talent Management, Microsoft Office, Leadership, Curriculum Development, Coaching, Team Building, Leadership Development, Call Centers, Qualified Retirement..., Income Tax, Employee Training, Teacher Training, PowerPoint, Mentoring
Education
University of St. Thomas (TX) 2008 — 2016
Masters, Education
University of Houston-Downtown 1999 — 2003
BS, Psychology
University of Houston 1995 — 1997
Psychology
CHI St. Luke's Health 2015 - Present
Spring Branch ISD August 2013 - June 2015
Houston ISD August 2009 - June 2013
Morgan Stanley August 1998 - May 2008
Van Kampen Funds August 1999 - March 2005
Six Flags Theme Parks 1993 - 1997
Skills
Instructional Design, Training & Development, Recruiting, Curriculum Design, Staff Development, Management, Teaching, Public Speaking, Training, Customer Service, Analysis, Classroom, Vendor Management, Microsoft Excel, Talent Acquisition, Project Management, Talent Management, Microsoft Office, Leadership, Curriculum Development, Coaching, Team Building, Leadership Development, Call Centers, Qualified Retirement..., Income Tax, Employee Training, Teacher Training, PowerPoint, Mentoring
Education
University of St. Thomas (TX) 2008 — 2016
Masters, Education
University of Houston-Downtown 1999 — 2003
BS, Psychology
University of Houston 1995 — 1997
Psychology
Jigisha Thaker (Gor)'s Van Kampen Funds Experience 1992 - 1995
Job Independent Human Resources Professional
Industry Human Resources
Experience
TIAA-CREF 1998 - 2002
Ernst & Young October 1996 - April 1998
AIM INVESCO June 1995 - October 1996
American General 1995 - 1996
Van Kampen Funds 1992 - 1995
Skills
Mutual Funds, Strategic Planning, Performance Management, Talent Management, Organizational...
Education
University of Houston
TIAA-CREF 1998 - 2002
Ernst & Young October 1996 - April 1998
AIM INVESCO June 1995 - October 1996
American General 1995 - 1996
Van Kampen Funds 1992 - 1995
Skills
Mutual Funds, Strategic Planning, Performance Management, Talent Management, Organizational...
Education
University of Houston
Bud Rein's Van Kampen Funds Experience January 2001 - December 2008
Job Managing Director
Industry Financial Services
Experience
KPMG US September 2014 - Present
Morgan Stanley January 2009 - May 2014
Van Kampen Funds January 2001 - December 2008
Van Kampen Investments February 1995 - December 2000
KPMG Peat Marwick January 1981 - January 1995
Skills
Tax, Mutual Funds, Private Equity, Risk Management, Due Diligence, Asset Management, Financial Analysis, Management, Alternative Investments, Equities, Fixed Income, Hedge Funds, Investments, Securities, Finance
Education
Southern Illinois University, Carbondale 1978 — 1981
Bachelor's Degree, Accounting and Finance
KPMG US September 2014 - Present
Morgan Stanley January 2009 - May 2014
Van Kampen Funds January 2001 - December 2008
Van Kampen Investments February 1995 - December 2000
KPMG Peat Marwick January 1981 - January 1995
Skills
Tax, Mutual Funds, Private Equity, Risk Management, Due Diligence, Asset Management, Financial Analysis, Management, Alternative Investments, Equities, Fixed Income, Hedge Funds, Investments, Securities, Finance
Education
Southern Illinois University, Carbondale 1978 — 1981
Bachelor's Degree, Accounting and Finance
David Gilyot's Van Kampen Funds Experience April 1999 - May 2001
Job Financial Services Professional
Industry Financial Services
Experience
Kanaly Trust Company May 2001 - October 2008
Van Kampen Funds April 1999 - May 2001
Equivantage Inc. December 1996 - December 1998
Walt Disney World May 1994 - August 1994
Education
University of New Orleans 1988 — 1995
Bachelor of Science, Marketing
Kanaly Trust Company May 2001 - October 2008
Van Kampen Funds April 1999 - May 2001
Equivantage Inc. December 1996 - December 1998
Walt Disney World May 1994 - August 1994
Education
University of New Orleans 1988 — 1995
Bachelor of Science, Marketing
Richard Gutierrez's Van Kampen Funds Experience 1997 - 2000
Job Vice President, Planning and Tools at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
VALIC May 2009 - May 2013
AIG Retirement 2006 - 2009
Van Kampen Funds 1997 - 2000
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Strategic Financial..., Mutual Funds, Series 63, IRAs, 401k, Personal Financial...
Education
University of Houston
BS ISS
Merrill Lynch April 2013 - Present
VALIC May 2009 - May 2013
AIG Retirement 2006 - 2009
Van Kampen Funds 1997 - 2000
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Strategic Financial..., Mutual Funds, Series 63, IRAs, 401k, Personal Financial...
Education
University of Houston
BS ISS
David Symecko's Van Kampen Funds Experience August 1995 - August 1998
Job Senior Vice President Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2013 - Present
LPL Financial February 2002 - Present
Federated Investors August 1998 - February 2002
Van Kampen Funds August 1995 - August 1998
Education
Texas A&M University 1990 — 1994
BA, Economics
LPL Financial July 2013 - Present
LPL Financial February 2002 - Present
Federated Investors August 1998 - February 2002
Van Kampen Funds August 1995 - August 1998
Education
Texas A&M University 1990 — 1994
BA, Economics
Carol Biegel's Van Kampen Funds Experience April 1985 - January 2009
Job Vice President at American Beacon Advisors
Industry Investment Management
Experience
American Beacon Advisors January 2010 - Present
Van Kampen Funds April 1985 - January 2009
Merrill Lynch 1982 - 1985
Education
University of Illinois at Urbana-Champaign
B.S., Business Marketing
American Beacon Advisors January 2010 - Present
Van Kampen Funds April 1985 - January 2009
Merrill Lynch 1982 - 1985
Education
University of Illinois at Urbana-Champaign
B.S., Business Marketing
Stacy Papajohn's Van Kampen Funds Experience 1995 - 1998
Job National Sales Manager at American National Insurance
Industry Financial Services
Experience
American National Insurance July 2006 - Present
USALLIANZ SECURITIES 2005 - 2005
LIFESOURCE, A BISYS COMPANY 2004 - 2004
LIFESOURCE, LLC. 2003 - 2004
AXA Financial 2000 - 2004
AMERICAN GENERAL FINANCIAL GROUP 1998 - 2000
Van Kampen Funds 1995 - 1998
Skills
Fixed Annuities, Series 7, Retirement Planning, Mutual Funds, Series 63, Insurance, Investments, Securities, Retirement, 401k, Asset Managment, Life Insurance, Underwriting, Asset Management, Brokers, Business Planning, New Business Development, Relationship Management, Sales, Selling, Term Life Insurance, Variable Annuities
Education
University of Houston
Bachelor of Science (B.S.)
American National Insurance July 2006 - Present
USALLIANZ SECURITIES 2005 - 2005
LIFESOURCE, A BISYS COMPANY 2004 - 2004
LIFESOURCE, LLC. 2003 - 2004
AXA Financial 2000 - 2004
AMERICAN GENERAL FINANCIAL GROUP 1998 - 2000
Van Kampen Funds 1995 - 1998
Skills
Fixed Annuities, Series 7, Retirement Planning, Mutual Funds, Series 63, Insurance, Investments, Securities, Retirement, 401k, Asset Managment, Life Insurance, Underwriting, Asset Management, Brokers, Business Planning, New Business Development, Relationship Management, Sales, Selling, Term Life Insurance, Variable Annuities
Education
University of Houston
Bachelor of Science (B.S.)
Rick Zgonina's Van Kampen Funds Experience 1986 - 1996
Job Regional Director at Mass Mutual Financial Group
Industry Financial Services
Experience
Mass Mutual Financial Group May 2006 - Present
Rick Zgonina Consulting January 2002 - May 2006
Nike Securities L. P. November 1999 - November 2001
Lord Abbett & Co. May 1998 - October 1999
SunAmerica July 1996 - April 1998
Van Kampen Funds 1986 - 1996
Kemper Financial Services January 1985 - May 1986
Kemper Financial Services April 1980 - January 1985
Education
Benedictine University
BA, Business Economics
Mass Mutual Financial Group May 2006 - Present
Rick Zgonina Consulting January 2002 - May 2006
Nike Securities L. P. November 1999 - November 2001
Lord Abbett & Co. May 1998 - October 1999
SunAmerica July 1996 - April 1998
Van Kampen Funds 1986 - 1996
Kemper Financial Services January 1985 - May 1986
Kemper Financial Services April 1980 - January 1985
Education
Benedictine University
BA, Business Economics
Linda VanDenburgh's Van Kampen Funds Experience 1990 - 2000
Job General Counsel at OFS Management
Industry Financial Services
Experience
OFS Management / CIM Group 2013 - Present
BMO Harris Bank N.A. 2010 - 2013
Northern Trust 2004 - 2010
Stein Roe Investment Counsel 2000 - 2004
Van Kampen Funds 1990 - 2000
Fossett Corporation 1988 - 1990
Locke Lord Bissell & Liddell LLP 1983 - 1987
Skills
Investments, Financial Services, Securities, Corporate Law, Financial Advisory, Due Diligence, Asset Management, Mutual Funds, Equities, Corporate Governance, Private Equity, Capital Markets, Hedge Funds, Securities Regulation, Mergers & Acquisitions, Wealth Management, Alternative Investments, Fixed Income, Investment Management, Estate Planning, Investment Advisory, AML, FINRA, Derivatives, Series 7
Education
University of Pennsylvania Law School 1980 — 1983
JD, Law
Brown University 1975 — 1979
BA, Psychology
OFS Management / CIM Group 2013 - Present
BMO Harris Bank N.A. 2010 - 2013
Northern Trust 2004 - 2010
Stein Roe Investment Counsel 2000 - 2004
Van Kampen Funds 1990 - 2000
Fossett Corporation 1988 - 1990
Locke Lord Bissell & Liddell LLP 1983 - 1987
Skills
Investments, Financial Services, Securities, Corporate Law, Financial Advisory, Due Diligence, Asset Management, Mutual Funds, Equities, Corporate Governance, Private Equity, Capital Markets, Hedge Funds, Securities Regulation, Mergers & Acquisitions, Wealth Management, Alternative Investments, Fixed Income, Investment Management, Estate Planning, Investment Advisory, AML, FINRA, Derivatives, Series 7
Education
University of Pennsylvania Law School 1980 — 1983
JD, Law
Brown University 1975 — 1979
BA, Psychology
Steven Abbe's Van Kampen Funds Experience June 1993 - November 2000
Job Owner at Abbe Technology Services, Inc.
Industry Computer Networking
Experience
Abbe Technology Services, Inc. November 2009 - Present
Thatcher Technology Group November 2000 - November 2009
Van Kampen Funds June 1993 - November 2000
van kampen 1993 - 2000
Skills
Windows Server, Servers, Cisco Routers, Active Directory, Firewalls, Microsoft Exchange, Network Administration, Switches, Networking, Software Installation, Network Engineering, Security, Hardware, Virtualization, Business Continuity, Windows, Red Hat Linux, Management, Network Security, IT Management, Cloud Computing, DNS, VMware, Technical Support, WAN, TCP/IP, System Administration, Disaster Recovery, IT Service Management, FTP, SharePoint, CRM, Data Center, IIS, VPN, Network Design, Cluster, DHCP, Antivirus, Infrastructure, Cisco Technologies, Citrix, Network Architecture, Troubleshooting, IT Operations, Wireless Networking, SAN, IT Strategy, Xen, Routing
Education
Concordia University Chicago 1982 — 1986
BA, Computer Science
Abbe Technology Services, Inc. November 2009 - Present
Thatcher Technology Group November 2000 - November 2009
Van Kampen Funds June 1993 - November 2000
van kampen 1993 - 2000
Skills
Windows Server, Servers, Cisco Routers, Active Directory, Firewalls, Microsoft Exchange, Network Administration, Switches, Networking, Software Installation, Network Engineering, Security, Hardware, Virtualization, Business Continuity, Windows, Red Hat Linux, Management, Network Security, IT Management, Cloud Computing, DNS, VMware, Technical Support, WAN, TCP/IP, System Administration, Disaster Recovery, IT Service Management, FTP, SharePoint, CRM, Data Center, IIS, VPN, Network Design, Cluster, DHCP, Antivirus, Infrastructure, Cisco Technologies, Citrix, Network Architecture, Troubleshooting, IT Operations, Wireless Networking, SAN, IT Strategy, Xen, Routing
Education
Concordia University Chicago 1982 — 1986
BA, Computer Science
Bob Broman's Van Kampen Funds Experience August 1977 - January 1998
Job In Transition
Industry Nonprofit Organization Management
Experience
Agora Enterprises July 2012 - October 2013
Wheaton Christian Grammar School February 1998 - September 2011
Van Kampen Funds August 1977 - January 1998
Skills
Strategic Planning, Research, Team Building, Fundraising, Leadership, Strategy, Nonprofits, Marketing, CRM, New Business Development, Entrepreneurship, Leadership Development, Business Development, Public Speaking, Marketing Strategy, Coaching, Program Management
Education
Indiana State University 1969 — 1973
BA, Mathematics
Agora Enterprises July 2012 - October 2013
Wheaton Christian Grammar School February 1998 - September 2011
Van Kampen Funds August 1977 - January 1998
Skills
Strategic Planning, Research, Team Building, Fundraising, Leadership, Strategy, Nonprofits, Marketing, CRM, New Business Development, Entrepreneurship, Leadership Development, Business Development, Public Speaking, Marketing Strategy, Coaching, Program Management
Education
Indiana State University 1969 — 1973
BA, Mathematics
Barbara Whisler (Turano)'s Van Kampen Funds Experience December 1999 - March 2002
Job Law Practice Professional
Industry Law Practice
Experience
Van Kampen Funds December 1999 - March 2002
Allstate Financial March 1997 - November 1999
US Securities and Exchange Commission December 1991 - February 1997
Jones Day September 1989 - November 1991
Skills
Financial Services, Investment Management..., Securities, Mutual Funds, Investment Company Act, Investment Company and..., Insurance Company..., SEC filings
Education
Northwestern University School of Law 1986 — 1989
J.D.
The George Washington University 1982 — 1985
B.A. w/distinction
Van Kampen Funds December 1999 - March 2002
Allstate Financial March 1997 - November 1999
US Securities and Exchange Commission December 1991 - February 1997
Jones Day September 1989 - November 1991
Skills
Financial Services, Investment Management..., Securities, Mutual Funds, Investment Company Act, Investment Company and..., Insurance Company..., SEC filings
Education
Northwestern University School of Law 1986 — 1989
J.D.
The George Washington University 1982 — 1985
B.A. w/distinction
Audi Gutauskas's Van Kampen Funds Experience 1998 - 2003
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2003 - Present
Van Kampen Funds 1998 - 2003
Van Kampen Funds 1993 - 1998
Lashco, Inc 1992 - 1993
Chicago Stock Exchange 1985 - 1991
General Electric Medical Systems 1983 - 1985
Bendix 1980 - 1983
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Notre Dame 1981 — 1983
Electrical Engineering
University of Montana 1976 — 1980
BS, Computer Science
Morgan Stanley 2003 - Present
Van Kampen Funds 1998 - 2003
Van Kampen Funds 1993 - 1998
Lashco, Inc 1992 - 1993
Chicago Stock Exchange 1985 - 1991
General Electric Medical Systems 1983 - 1985
Bendix 1980 - 1983
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Notre Dame 1981 — 1983
Electrical Engineering
University of Montana 1976 — 1980
BS, Computer Science
Bobbi Hollowell's Van Kampen Funds Experience April 1994 - May 2002
Job Client Services Manager, The Mutual Fund Store
Industry Capital Markets
Experience
Liberty North High School October 2011 - December 2013
Grantham University June 2008 - September 2011
Grantham University June 2008 - September 2011
Van Kampen Funds April 1994 - May 2002
Citi September 1990 - March 1994
Skills
Enrollment Management, Higher Education, Adult Education, Student Affairs, Staff Development, Leadership Development, Customer Service, Admissions, E-Learning
Education
Grantham University 2009 — 2011
Associate of Arts (A.A.), Multidisciplinary Studies
Metropolitan Community College-Maple Woods
Liberty North High School October 2011 - December 2013
Grantham University June 2008 - September 2011
Grantham University June 2008 - September 2011
Van Kampen Funds April 1994 - May 2002
Citi September 1990 - March 1994
Skills
Enrollment Management, Higher Education, Adult Education, Student Affairs, Staff Development, Leadership Development, Customer Service, Admissions, E-Learning
Education
Grantham University 2009 — 2011
Associate of Arts (A.A.), Multidisciplinary Studies
Metropolitan Community College-Maple Woods
Bruce Kamich, CMT @BruceKamich's Van Kampen Funds Experience 1985 - 1998
Job Technical Analyst at TheStreet.com
Industry Financial Services
Experience
TheStreet.com August 2015 - Present
Baruch College January 1999 - Present
Market Technicians Association Educational Foundation 2005 - Present
Morgan Stanley Smith Barney 2004 - 2012
Van Kampen Funds 1985 - 1998
Market Technicians Association, Inc. 1990 - 1992
Skills
Asset Allocation, Leadership, Public Speaking, Team Building, Fixed Income, Nonprofits, Investments, Content Management, Strategic Planning, Technical Analysis, Series 7, Capital Markets Analysis, Alternative Investments, Market Analysis, Hedge Funds, Financial Markets, Asset Management, Portfolio Management, Capital Markets, Equities, Derivatives, Risk Management, Bloomberg, Commodity
Education
City University of New York-Baruch College - Zicklin School of Business 1974 — 1974
University of Connecticut 1969 — 1973
Bachelor's Degree, Economics and Finance, Honors Degree
Penn State University
TheStreet.com August 2015 - Present
Baruch College January 1999 - Present
Market Technicians Association Educational Foundation 2005 - Present
Morgan Stanley Smith Barney 2004 - 2012
Van Kampen Funds 1985 - 1998
Market Technicians Association, Inc. 1990 - 1992
Skills
Asset Allocation, Leadership, Public Speaking, Team Building, Fixed Income, Nonprofits, Investments, Content Management, Strategic Planning, Technical Analysis, Series 7, Capital Markets Analysis, Alternative Investments, Market Analysis, Hedge Funds, Financial Markets, Asset Management, Portfolio Management, Capital Markets, Equities, Derivatives, Risk Management, Bloomberg, Commodity
Education
City University of New York-Baruch College - Zicklin School of Business 1974 — 1974
University of Connecticut 1969 — 1973
Bachelor's Degree, Economics and Finance, Honors Degree
Penn State University
Jubel Jones's Van Kampen Funds Experience April 2005 - February 2008
Job Consultant for HIGHSTREET IT Solutions, LLC
Industry Financial Services
Experience
Halliburton Battle Red Project July 2012 - Present
Freedom Profit Recovery February 2010 - July 2011
Van Kampen Funds April 2005 - February 2008
Skills
Sales, Series 7, Mutual Funds, Securities, Alternative Investments, Investments, Negotiation, Fixed Annuities, Financial Analysis, Customer Service, Account Management, Sales Management, SAP HR, SAP
Education
University of Houston 2003 — 2009
Bachelors, Economics
Stephen F. Austin State University 1999 — 2001
General
Sap Training
Halliburton Battle Red Project July 2012 - Present
Freedom Profit Recovery February 2010 - July 2011
Van Kampen Funds April 2005 - February 2008
Skills
Sales, Series 7, Mutual Funds, Securities, Alternative Investments, Investments, Negotiation, Fixed Annuities, Financial Analysis, Customer Service, Account Management, Sales Management, SAP HR, SAP
Education
University of Houston 2003 — 2009
Bachelors, Economics
Stephen F. Austin State University 1999 — 2001
General
Sap Training
Andreas Liakas's Van Kampen Funds Experience 2006 - 2006
Job Senior Consultant at Object Partners, Inc.
Industry Computer Software
Experience
CSI Enterprises, Inc. April 2014 - Present
Object Partners, Inc. March 2014 - Present
Shorr Packaging July 2011 - March 2014
Trustwave March 2011 - July 2011
Infogix July 2007 - March 2011
Sogeti (formerly Software Architects, Inc.) March 2005 - July 2007
Dairy Joy Drive-In September 1997 - March 2007
Follett Higher Education Group 2005 - 2007
FTD 2006 - 2006
Van Kampen Funds 2006 - 2006
Skills
Tomcat, XML, AJAX, HTML, JSP, Eclipse, Websphere, JBoss, JavaScript, Photoshop, Cairngorm, BlazeDS, J2EE, Agile, Web Applications, Java, jQuery, SQL, Servlets, Hibernate, MySQL, Ant, CSS, Struts, Application Development, Software Development, UML, Subversion, SDLC, Databases, Grails, Groovy, Maven, Flex, Flex Builder, Spring, SSRS, Microsoft SQL Server, Requirements Analysis, Agile Methodologies, Web Development, Java Enterprise Edition, Integration, .NET, PL/SQL, Architecture, JMS, JSON, Software Design, JBoss Application Server
Education
Northern Illinois University 2000 — 2004
BS, Computer Science, Mathematics
Hinckley-Big Rock High School 1996 — 2000
CSI Enterprises, Inc. April 2014 - Present
Object Partners, Inc. March 2014 - Present
Shorr Packaging July 2011 - March 2014
Trustwave March 2011 - July 2011
Infogix July 2007 - March 2011
Sogeti (formerly Software Architects, Inc.) March 2005 - July 2007
Dairy Joy Drive-In September 1997 - March 2007
Follett Higher Education Group 2005 - 2007
FTD 2006 - 2006
Van Kampen Funds 2006 - 2006
Skills
Tomcat, XML, AJAX, HTML, JSP, Eclipse, Websphere, JBoss, JavaScript, Photoshop, Cairngorm, BlazeDS, J2EE, Agile, Web Applications, Java, jQuery, SQL, Servlets, Hibernate, MySQL, Ant, CSS, Struts, Application Development, Software Development, UML, Subversion, SDLC, Databases, Grails, Groovy, Maven, Flex, Flex Builder, Spring, SSRS, Microsoft SQL Server, Requirements Analysis, Agile Methodologies, Web Development, Java Enterprise Edition, Integration, .NET, PL/SQL, Architecture, JMS, JSON, Software Design, JBoss Application Server
Education
Northern Illinois University 2000 — 2004
BS, Computer Science, Mathematics
Hinckley-Big Rock High School 1996 — 2000
Jeff Gorvits's Van Kampen Funds Experience June 1995 - June 2002
Job Principle Developer at Invesco Ltd
Industry Financial Services
Experience
Invesco Ltd. June 1995 - Present
Invesco 2008 - 2013
Morgan Stanley October 2002 - May 2010
Van Kampen Funds June 1995 - June 2002
Skills
Windows development, Web Development, C#, Java, WCF, Entity Framework, LINQ, ASP.NET, JavaScript, XML, SQL Server, SSRS, SSIS, SSAS, WPF, Prism, Microsoft SQL Server, .NET, Analysis Services, PL/SQL, ASP, Visual Studio, Software Development, Windows, Unix
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1990
Computer Career program, Computer Science
Technical University, Kharkov
Certificate in Computer Science, Computer
Technical University, Kharkov, Ukraine
MS in Electrical engineering, Electrical engineering
Invesco Ltd. June 1995 - Present
Invesco 2008 - 2013
Morgan Stanley October 2002 - May 2010
Van Kampen Funds June 1995 - June 2002
Skills
Windows development, Web Development, C#, Java, WCF, Entity Framework, LINQ, ASP.NET, JavaScript, XML, SQL Server, SSRS, SSIS, SSAS, WPF, Prism, Microsoft SQL Server, .NET, Analysis Services, PL/SQL, ASP, Visual Studio, Software Development, Windows, Unix
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1990
Computer Career program, Computer Science
Technical University, Kharkov
Certificate in Computer Science, Computer
Technical University, Kharkov, Ukraine
MS in Electrical engineering, Electrical engineering
Craig Bell, CFA's Van Kampen Funds Experience 1996 - 2003
Job Experienced Business/Strategic Evaluator
Industry Capital Markets
Experience
Enerecap Partners July 2010 - February 2014
Madison Williams and Company (SMH Capital) May 2006 - March 2010
Sterne Agee January 2006 - May 2006
Southwest Securities January 2004 - January 2006
Van Kampen Funds 1996 - 2003
Skills
Strategic Planning, Equity Trading, Bloomberg, Securities, Financial Modeling, Investor Relations, Financial Analysis, Equity Research, Microsoft Excel, Corporate Finance, Investment Banking, Capital Markets, DCF, Equities, Valuation, Investments, Energy, Series 63, Corporate Development, Business Valuation, Due Diligence, Equity Valuation, Portfolio Management, Series 7
Education
Texas A&M University 1993 — 1996
BBA, Finance
Enerecap Partners July 2010 - February 2014
Madison Williams and Company (SMH Capital) May 2006 - March 2010
Sterne Agee January 2006 - May 2006
Southwest Securities January 2004 - January 2006
Van Kampen Funds 1996 - 2003
Skills
Strategic Planning, Equity Trading, Bloomberg, Securities, Financial Modeling, Investor Relations, Financial Analysis, Equity Research, Microsoft Excel, Corporate Finance, Investment Banking, Capital Markets, DCF, Equities, Valuation, Investments, Energy, Series 63, Corporate Development, Business Valuation, Due Diligence, Equity Valuation, Portfolio Management, Series 7
Education
Texas A&M University 1993 — 1996
BBA, Finance
Rick Benavent's Van Kampen Funds Experience January 1998 - January 2000
Job Project Manager, Technical Services and Operations at SunGard
Industry Information Technology and Services
Experience
SunGard January 2010 - Present
SunGard Institutional Asset Management January 2006 - January 2010
SunGard Institutional Asset Management January 2003 - April 2006
SunGard Institutional Asset Management January 2000 - January 2003
SunGard Institutional Asset Management September 1998 - August 2000
Van Kampen Funds January 1998 - January 2000
Van Kampen Funds January 1997 - September 1998
Unit Investment Trust Division January 1997 - January 1998
Education
The University of Texas at Austin 1993 — 1996
B.A., Business, Economics
SunGard January 2010 - Present
SunGard Institutional Asset Management January 2006 - January 2010
SunGard Institutional Asset Management January 2003 - April 2006
SunGard Institutional Asset Management January 2000 - January 2003
SunGard Institutional Asset Management September 1998 - August 2000
Van Kampen Funds January 1998 - January 2000
Van Kampen Funds January 1997 - September 1998
Unit Investment Trust Division January 1997 - January 1998
Education
The University of Texas at Austin 1993 — 1996
B.A., Business, Economics
Jesse Frazier's Van Kampen Funds Experience 1997 - 1998
Job Chief Compliance Officer, Invesco Investment Advisers, LLC at Invesco
Industry Investment Management
Experience
Invesco March 2013 - Present
Invesco Ltd. 2009 - 2013
Invesco US 2007 - 2009
Invesco US 2006 - 2007
Invesco US 2003 - 2006
Invesco US 2000 - 2003
Invesco US 1998 - 2000
Van Kampen Funds 1997 - 1998
Van Kampen Funds 1996 - 1997
Oppenheimer & Co. Inc. 1996 - 1996
Skills
Securities Regulation, Mutual Funds, Asset Managment, Series 24, Management, UCITS, AML, FINRA, Alternative Investments, Series 7, Securities, Charles River IMS, Hedge Funds, Series 63, Investment Management, ETFs, Asset Management
Education
University of Houston-Victoria 2005 — 2007
MBA, School of Business
Stephen F. Austin State University 1991 — 1996
Bachelor of Arts
Invesco March 2013 - Present
Invesco Ltd. 2009 - 2013
Invesco US 2007 - 2009
Invesco US 2006 - 2007
Invesco US 2003 - 2006
Invesco US 2000 - 2003
Invesco US 1998 - 2000
Van Kampen Funds 1997 - 1998
Van Kampen Funds 1996 - 1997
Oppenheimer & Co. Inc. 1996 - 1996
Skills
Securities Regulation, Mutual Funds, Asset Managment, Series 24, Management, UCITS, AML, FINRA, Alternative Investments, Series 7, Securities, Charles River IMS, Hedge Funds, Series 63, Investment Management, ETFs, Asset Management
Education
University of Houston-Victoria 2005 — 2007
MBA, School of Business
Stephen F. Austin State University 1991 — 1996
Bachelor of Arts
Maria Cristina Uribe-Short's Van Kampen Funds Experience October 2003 - June 2007
Job CEO at The Short Household
Industry Individual & Family Services
Experience
Stay at Home mom June 2007 - Present
Van Kampen Funds October 2003 - June 2007
Education
Texas A&M University 1992 — 2000
Bachelor & Masters, Ag Economics
Stay at Home mom June 2007 - Present
Van Kampen Funds October 2003 - June 2007
Education
Texas A&M University 1992 — 2000
Bachelor & Masters, Ag Economics
Harry Painter's Van Kampen Funds Experience October 1996 - November 2000
Job Senior Business Analyst at ION Geophysical
Industry Oil & Energy
Experience
ION Geophysical May 2007 - Present
Axia Resources January 2006 - May 2007
Protiviti October 2004 - January 2006
Settlement Facility Dow Corning Trust July 2003 - October 2004
Accenture November 2000 - March 2003
Van Kampen Funds October 1996 - November 2000
Skills
Sarbanes-Oxley Act, Project Management, Internal Audit, Financial Reporting, Business Process..., Financial Modeling, Sarbanes-Oxley, Finance, Process Improvement, Financial Analysis, Accounting, Analysis, Business Analysis, Consolidation, Due Diligence, Enterprise Risk..., Internal Controls, Managerial Finance, Mergers, Risk Management
Education
Houston Baptist University - College of Business and Economics 1998 — 2000
MBA, Finance
The University of Texas at Austin 1992 — 1996
BBA, Finance and Acocunting
ION Geophysical May 2007 - Present
Axia Resources January 2006 - May 2007
Protiviti October 2004 - January 2006
Settlement Facility Dow Corning Trust July 2003 - October 2004
Accenture November 2000 - March 2003
Van Kampen Funds October 1996 - November 2000
Skills
Sarbanes-Oxley Act, Project Management, Internal Audit, Financial Reporting, Business Process..., Financial Modeling, Sarbanes-Oxley, Finance, Process Improvement, Financial Analysis, Accounting, Analysis, Business Analysis, Consolidation, Due Diligence, Enterprise Risk..., Internal Controls, Managerial Finance, Mergers, Risk Management
Education
Houston Baptist University - College of Business and Economics 1998 — 2000
MBA, Finance
The University of Texas at Austin 1992 — 1996
BBA, Finance and Acocunting
Marie Jean-Pierre's Van Kampen Funds Experience December 2002 - June 2005
Job Executive Assistant
Industry Financial Services
Experience
Peace of Mind Pet Services October 2008 - Present
The AFP Group June 2014 - January 2015
Men’s Wearhouse August 2012 - January 2014
Oppenheimer & Co. Inc June 2006 - October 2008
Washington Mutual June 2005 - November 2005
Van Kampen Funds December 2002 - June 2005
Education
The University of Texas at Austin
Bachelor of Arts
College International de Cannes
Diploma
Peace of Mind Pet Services October 2008 - Present
The AFP Group June 2014 - January 2015
Men’s Wearhouse August 2012 - January 2014
Oppenheimer & Co. Inc June 2006 - October 2008
Washington Mutual June 2005 - November 2005
Van Kampen Funds December 2002 - June 2005
Education
The University of Texas at Austin
Bachelor of Arts
College International de Cannes
Diploma
John Wilhelm's Van Kampen Funds Experience September 1995 - July 1999
Job Senior Vice President Municipal Bonds at First Trust Advisors, LP
Industry Financial Services
Experience
First Trust Advisors, LP September 2013 - Present
Performance Trust Investment Advisors, LLC (PTIA) February 2011 - August 2013
Nuveen Investments August 1999 - December 2010
Van Kampen Funds September 1995 - July 1999
Skills
Retirement Planning, Investments, Securities, Separately Managed..., Municipal Bonds, Equities, ETFs, Asset Management, High Yield, Portfolio Management, Asset Allocation
Education
DePaul University College of Law 1992 — 1995
Doctor of Law (J.D.)
Miami University 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Upper Arlington
First Trust Advisors, LP September 2013 - Present
Performance Trust Investment Advisors, LLC (PTIA) February 2011 - August 2013
Nuveen Investments August 1999 - December 2010
Van Kampen Funds September 1995 - July 1999
Skills
Retirement Planning, Investments, Securities, Separately Managed..., Municipal Bonds, Equities, ETFs, Asset Management, High Yield, Portfolio Management, Asset Allocation
Education
DePaul University College of Law 1992 — 1995
Doctor of Law (J.D.)
Miami University 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Upper Arlington
Mi Yong Lang's Van Kampen Funds Experience February 1997 - May 2005
Job Vice President Fund Accounting at First Trust Portfolios L.P.
Industry Financial Services
Experience
First Trust April 2013 - Present
Guggenheim Funds Investment Advisors August 2007 - April 2013
Claymore Securities January 2006 - August 2007
Calamos Investments May 2005 - January 2006
Van Kampen Funds February 1997 - May 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Finance
Illinois State University 1992 — 1996
B.S., Finance and International Business
First Trust April 2013 - Present
Guggenheim Funds Investment Advisors August 2007 - April 2013
Claymore Securities January 2006 - August 2007
Calamos Investments May 2005 - January 2006
Van Kampen Funds February 1997 - May 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Finance
Illinois State University 1992 — 1996
B.S., Finance and International Business
Diane Saxon's Van Kampen Funds Experience 1995 - 2002
Job Controller
Industry Accounting
Experience
Diane M. Saxon Accounting Services April 2005 - Present
Van Kampen Funds 1995 - 2002
Morgan Stanley 1993 - 2001
KPMG Peat Marwick July 1987 - April 1994
Skills
Financial Reporting, Financial Analysis, Financial Management, Due Diligence, CPA, Internal Controls, Financial Modeling, SEC Filings, Mutual Funds
Education
Loyola University of Chicago
BBS, Accounting
Diane M. Saxon Accounting Services April 2005 - Present
Van Kampen Funds 1995 - 2002
Morgan Stanley 1993 - 2001
KPMG Peat Marwick July 1987 - April 1994
Skills
Financial Reporting, Financial Analysis, Financial Management, Due Diligence, CPA, Internal Controls, Financial Modeling, SEC Filings, Mutual Funds
Education
Loyola University of Chicago
BBS, Accounting
Edward Maloney's Van Kampen Funds Experience September 1987 - July 2001
Job Fixed Income Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Managementa November 2003 - Present
Van Kampen Funds September 1987 - July 2001
Education
University of Minnesota-Twin Cities 1967 — 1970
Master of Arts (M.A.), International Economics
University of St. Thomas 1961 — 1965
Bachelor of Arts (B.A.), International Economics
Manulife Asset Managementa November 2003 - Present
Van Kampen Funds September 1987 - July 2001
Education
University of Minnesota-Twin Cities 1967 — 1970
Master of Arts (M.A.), International Economics
University of St. Thomas 1961 — 1965
Bachelor of Arts (B.A.), International Economics
Bob Crotteau's Van Kampen Funds Experience May 1999 - September 2001
Job Manager/Architect Unix Engineering Team
Industry Financial Services
Experience
Northern Trust May 2003 - Present
Northern Trust Corporation November 2002 - May 2003
DeVry University November 2001 - November 2002
Van Kampen Funds May 1999 - September 2001
Lucent Technologies March 1999 - May 1999
dcVAST July 1998 - March 1999
Van Kampen Investments June 1990 - July 1998
Skills
IT Strategy, Disaster Recovery, Vendor Management, Unix, Solaris, Enterprise Architecture, Servers, SDLC, Unix Shell Scripting, Data Center, SQL, LDAP, LDAP Administration, Sun One LDAP, Red Hat Linux, Creative Problem Solving, Project Engineering, Virtualization, Visio, AIX, VMware, Data Warehousing, Databases, Solution Architecture, ITIL, IT Management, Perl, SharePoint, Integration, Weblogic, Software Development, Tomcat, Project Management, Security, Process Improvement, Risk Management, Cloud Computing, Business Analysis, Software Project..., Program Management, Requirements Analysis, IT Service Management, Leadership, Team Leadership, Business Continuity
Education
North Central College 1985 — 1989
Bachelor of Science (BS), Computer Science
Northern Trust May 2003 - Present
Northern Trust Corporation November 2002 - May 2003
DeVry University November 2001 - November 2002
Van Kampen Funds May 1999 - September 2001
Lucent Technologies March 1999 - May 1999
dcVAST July 1998 - March 1999
Van Kampen Investments June 1990 - July 1998
Skills
IT Strategy, Disaster Recovery, Vendor Management, Unix, Solaris, Enterprise Architecture, Servers, SDLC, Unix Shell Scripting, Data Center, SQL, LDAP, LDAP Administration, Sun One LDAP, Red Hat Linux, Creative Problem Solving, Project Engineering, Virtualization, Visio, AIX, VMware, Data Warehousing, Databases, Solution Architecture, ITIL, IT Management, Perl, SharePoint, Integration, Weblogic, Software Development, Tomcat, Project Management, Security, Process Improvement, Risk Management, Cloud Computing, Business Analysis, Software Project..., Program Management, Requirements Analysis, IT Service Management, Leadership, Team Leadership, Business Continuity
Education
North Central College 1985 — 1989
Bachelor of Science (BS), Computer Science
Tynikka Bowie's Van Kampen Funds Experience December 1999 - October 2002
Job Banking Professional
Industry Banking
Experience
Chase Bank 2005 - 2011
Van Kampen Funds December 1999 - October 2002
Skills
Customer Service, Crew Scheduling, Cash Management, Cash Handling Experience, ATMs, New Account Opening, Management, Retail Banking
Education
University of Houston-Downtown
Finance, General
Chase Bank 2005 - 2011
Van Kampen Funds December 1999 - October 2002
Skills
Customer Service, Crew Scheduling, Cash Management, Cash Handling Experience, ATMs, New Account Opening, Management, Retail Banking
Education
University of Houston-Downtown
Finance, General
Debra Wodarczak Buckley's Van Kampen Funds Experience January 1996 - September 1999
Job Sr Retirement Specialist at Invesco Ltd
Industry Investment Management
Experience
Invesco Ltd. September 1999 - Present
Van Kampen Funds January 1996 - September 1999
HSBC January 1984 - November 1995
Skills
Retirement, 401k, Mutual Funds, Series 63, Series 6, Retirement Planning, Pensions, Investment Advisory, IRAs, 403 b, Customer Service, Financial Services, Retirement Plan..., Qualified Retirement...
Education
Erie Community College
Busines Administration
Invesco Ltd. September 1999 - Present
Van Kampen Funds January 1996 - September 1999
HSBC January 1984 - November 1995
Skills
Retirement, 401k, Mutual Funds, Series 63, Series 6, Retirement Planning, Pensions, Investment Advisory, IRAs, 403 b, Customer Service, Financial Services, Retirement Plan..., Qualified Retirement...
Education
Erie Community College
Busines Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY