Van Kampen Investments
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, Illinois, United States Founded: 1968 Subsidiaries: Van Kampen Investments, Parent organizations: Morgan Stanley, Invesco, Van Kampen Investments, MSAM Holdings II Inc
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Van Kampen Investments Employees
Employee
Years
Job
Industry
Steve Taake Steve Taake's Van Kampen Investments Experience December 1996 - March 1998
Job
Industry Oil & Energy
Experience
GDF SUEZ Gas NA December 2012 - Present
Black Armor Helmets January 2015 - Present
GDF SUEZ Energy Resources NA May 2009 - December 2012
GDF SUEZ Energy North America January 2008 - May 2009
ExxonMobil Chemical October 2000 - January 2008
bbcn.com March 2000 - August 2000
Lyondell Chemical March 1998 - March 2000
Van Kampen Investments December 1996 - March 1998
University of Houston August 1995 - December 1996
Skills
Process Improvement, Training, Start-ups, Contract Negotiation, Sales, Strategic Planning, Negotiation, Project Management, Financial Analysis, Marketing, New Business Development, Business Development, Management, Sales Management, Marketing Strategy, Salesforce.com, Energy, Advertising, Analysis, Direct Sales, Integrated Marketing, Public Relations, Strategy, Forecasting, E-commerce, Program Management, Business Strategy, B2B, Project Planning, Leadership, Retail, Pricing, Lead Generation, Business Planning, Brand Management
Education
University of Houston, C.T. Bauer College of Business 2006 — 2008
MBA, Global Energy Management
University of Houston 1990 — 1995
BBA, Marketing
GDF SUEZ Gas NA December 2012 - Present
Black Armor Helmets January 2015 - Present
GDF SUEZ Energy Resources NA May 2009 - December 2012
GDF SUEZ Energy North America January 2008 - May 2009
ExxonMobil Chemical October 2000 - January 2008
bbcn.com March 2000 - August 2000
Lyondell Chemical March 1998 - March 2000
Van Kampen Investments December 1996 - March 1998
University of Houston August 1995 - December 1996
Skills
Process Improvement, Training, Start-ups, Contract Negotiation, Sales, Strategic Planning, Negotiation, Project Management, Financial Analysis, Marketing, New Business Development, Business Development, Management, Sales Management, Marketing Strategy, Salesforce.com, Energy, Advertising, Analysis, Direct Sales, Integrated Marketing, Public Relations, Strategy, Forecasting, E-commerce, Program Management, Business Strategy, B2B, Project Planning, Leadership, Retail, Pricing, Lead Generation, Business Planning, Brand Management
Education
University of Houston, C.T. Bauer College of Business 2006 — 2008
MBA, Global Energy Management
University of Houston 1990 — 1995
BBA, Marketing
Phil Ciulla Phil Ciulla's Van Kampen Investments Experience January 1994 - February 2000
Job VP, Senior National Account Manager at Invesco
Industry Investment Management
Experience
AIM Investments February 2000 - Present
Invesco Ltd. 2000 - Present
Van Kampen Investments January 1994 - February 2000
Education
University of Houston Law Center 1993 — 1995
Law
University of Houston 1987 — 1991
AIM Investments February 2000 - Present
Invesco Ltd. 2000 - Present
Van Kampen Investments January 1994 - February 2000
Education
University of Houston Law Center 1993 — 1995
Law
University of Houston 1987 — 1991
Christine Samaniego Christine Samaniego's Van Kampen Investments Experience October 2004 - May 2010
Job Data Management Analyst Rep II at Invesco
Industry Investment Management
Experience
Invesco September 2013 - Present
Invesco June 2010 - September 2013
Van Kampen Investments October 2004 - May 2010
Skills
Mutual Funds, Account Reconciliation, Equities, Securities, Investments, Asset Management, Financial Analysis, Fund Accounting, Financial Services, Valuation, Risk Management, Finance, Financial Reporting, Corporate Finance, Due Diligence
Education
University of Houston 1999 — 2004
Invesco September 2013 - Present
Invesco June 2010 - September 2013
Van Kampen Investments October 2004 - May 2010
Skills
Mutual Funds, Account Reconciliation, Equities, Securities, Investments, Asset Management, Financial Analysis, Fund Accounting, Financial Services, Valuation, Risk Management, Finance, Financial Reporting, Corporate Finance, Due Diligence
Education
University of Houston 1999 — 2004
Laura Dumas Laura Dumas's Van Kampen Investments Experience 1986 - 1992
Job Director of Creative Marketing at rewardStyle
Industry Public Relations and Communications
Experience
rewardStyle October 2014 - Present
Dallas Market Center February 2011 - September 2014
Dallas Market Center 2004 - 2011
Dallas Market Center 2000 - 2003
U.S. Risk Insurance Group November 1996 - February 2000
Easter Seals North Texas 1991 - 1996
Van Kampen Investments 1986 - 1992
Skills
Email Marketing, Trade Shows, Advertising, Social Media Marketing, Marketing Communications, Marketing, Marketing Strategy, Event Planning, Public Relations, Creative Direction, Direct Marketing, Online Marketing, Online Advertising, Digital Marketing, Social Media, Brand Management, Brand Development, Corporate Branding, Brand Awareness, Relationship Marketing, Integrated Marketing, Interactive Marketing, E-commerce, Digital Strategy, Product Marketing
Education
The University of Texas at Austin
BBA, Finance, General
rewardStyle October 2014 - Present
Dallas Market Center February 2011 - September 2014
Dallas Market Center 2004 - 2011
Dallas Market Center 2000 - 2003
U.S. Risk Insurance Group November 1996 - February 2000
Easter Seals North Texas 1991 - 1996
Van Kampen Investments 1986 - 1992
Skills
Email Marketing, Trade Shows, Advertising, Social Media Marketing, Marketing Communications, Marketing, Marketing Strategy, Event Planning, Public Relations, Creative Direction, Direct Marketing, Online Marketing, Online Advertising, Digital Marketing, Social Media, Brand Management, Brand Development, Corporate Branding, Brand Awareness, Relationship Marketing, Integrated Marketing, Interactive Marketing, E-commerce, Digital Strategy, Product Marketing
Education
The University of Texas at Austin
BBA, Finance, General
Kevin Olson, CRC® Kevin Olson, CRC®'s Van Kampen Investments Experience 1998 - 1999
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company January 2008 - Present
The Hartford 2005 - 2008
Kemper Annuities 2003 - 2004
Kemper annuities 1999 - 2003
Van Kampen Investments 1998 - 1999
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Bachelor's Degree, Marketing and Communications
East aurora
Pacific Life Insurance Company January 2008 - Present
The Hartford 2005 - 2008
Kemper Annuities 2003 - 2004
Kemper annuities 1999 - 2003
Van Kampen Investments 1998 - 1999
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Bachelor's Degree, Marketing and Communications
East aurora
Brad Ross Brad Ross's Van Kampen Investments Experience 1993 - 1997
Job President, Highland Capital Funds Distributor at Highland Capital Management
Industry Investment Management
Experience
Highland Capital Management June 2012 - Present
Ivy Funds April 2003 - June 2012
ING Funds January 1999 - April 2003
Van Kampen Investments 1993 - 1997
Alliance Capital Management 1990 - 1993
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Asset Managment, Asset Allocation, Investments, Securities, Retirement Planning, Wealth Management, Hedge Funds
Education
University of Denver 1981 — 1982
Bachelor's degree, Political Science and Government
University of Nebraska-Lincoln 1978 — 1981
Highland Capital Management June 2012 - Present
Ivy Funds April 2003 - June 2012
ING Funds January 1999 - April 2003
Van Kampen Investments 1993 - 1997
Alliance Capital Management 1990 - 1993
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Asset Managment, Asset Allocation, Investments, Securities, Retirement Planning, Wealth Management, Hedge Funds
Education
University of Denver 1981 — 1982
Bachelor's degree, Political Science and Government
University of Nebraska-Lincoln 1978 — 1981
Christopher Theall, CIMA® Christopher Theall, CIMA®'s Van Kampen Investments Experience June 1993 - December 1998
Job National Account Manager
Industry Investment Management
Experience
T. Rowe Price January 2014 - Present
Invesco January 1999 - May 2013
Van Kampen Investments June 1993 - December 1998
Skills
Alternative Investments, Series 7, Asset Allocation, Mutual Funds, Account Management, Series 63, Hedge Funds, Series 6, ETFs, Series 65, Series 24, National Accounts
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
T. Rowe Price January 2014 - Present
Invesco January 1999 - May 2013
Van Kampen Investments June 1993 - December 1998
Skills
Alternative Investments, Series 7, Asset Allocation, Mutual Funds, Account Management, Series 63, Hedge Funds, Series 6, ETFs, Series 65, Series 24, National Accounts
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Kelly Cornell Kelly Cornell's Van Kampen Investments Experience 1991 - 1996
Job Lead CRM Business Analyst at US Foods
Industry Entertainment
Experience
US Foods November 2013 - Present
McGraw-Hill December 2005 - February 2013
Morgan Stanley / Van Kampen Investments 1991 - 2005
Morgan Stanley Investment Management 1991 - 2005
Van Kampen Investments 1991 - 1996
Skills
Business Analysis, Business Intelligence, Vendor Management, IT Strategy, Requirements Gathering, SDLC, Project Management, Software Project..., Unix, CRM, Visio, Process Improvement, Requirements Analysis, Software Development, SQL, Team Leadership, SharePoint, Management, Change Management, Program Management, Business Process..., Software Documentation, Databases
Education
University of Iowa - Henry B. Tippie College of Business 1985 — 1987
MBA, Finance
University of Iowa 1980 — 1984
BA, Music Education - French Horn
US Foods November 2013 - Present
McGraw-Hill December 2005 - February 2013
Morgan Stanley / Van Kampen Investments 1991 - 2005
Morgan Stanley Investment Management 1991 - 2005
Van Kampen Investments 1991 - 1996
Skills
Business Analysis, Business Intelligence, Vendor Management, IT Strategy, Requirements Gathering, SDLC, Project Management, Software Project..., Unix, CRM, Visio, Process Improvement, Requirements Analysis, Software Development, SQL, Team Leadership, SharePoint, Management, Change Management, Program Management, Business Process..., Software Documentation, Databases
Education
University of Iowa - Henry B. Tippie College of Business 1985 — 1987
MBA, Finance
University of Iowa 1980 — 1984
BA, Music Education - French Horn
Bill Bond Bill Bond's Van Kampen Investments Experience 1999 - 2004
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock March 2011 - Present
Deutsche Asset Management November 2010 - February 2011
Fidelity Investments February 2004 - November 2010
Van Kampen Investments 1999 - 2004
Scudder Investments April 1998 - August 1999
Scudder Investments April 1997 - April 1998
Fidelity Investments November 1994 - April 1997
Skills
Asset Management, Investment Advisory, Retirement, Model Portfolios, Alternative Investments, Hedge Funds, Mutual Funds, Defined Contribution, 401k, Separately Managed..., Closed-end Funds, Series 7, Series 63
Education
Medfield High School
University of Massachusetts, Amherst
B.A.
BlackRock March 2011 - Present
Deutsche Asset Management November 2010 - February 2011
Fidelity Investments February 2004 - November 2010
Van Kampen Investments 1999 - 2004
Scudder Investments April 1998 - August 1999
Scudder Investments April 1997 - April 1998
Fidelity Investments November 1994 - April 1997
Skills
Asset Management, Investment Advisory, Retirement, Model Portfolios, Alternative Investments, Hedge Funds, Mutual Funds, Defined Contribution, 401k, Separately Managed..., Closed-end Funds, Series 7, Series 63
Education
Medfield High School
University of Massachusetts, Amherst
B.A.
Greg Jenkins, CFA Greg Jenkins, CFA's Van Kampen Investments Experience 2007 - 2010
Job Senior Director at Invesco Ltd. Chair, Invesco DC Institute
Industry Investment Management
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management 2007 - 2010
Van Kampen Investments 2007 - 2010
Charles Schwab December 2001 - April 2007
Financial Engines January 2000 - December 2001
Scudder Investments 1997 - 2000
Invesco Aim 1992 - 1997
INVESCO Funds Group 1992 - 1997
Skills
Asset Allocation, Alternative Investments, Investment Management, Investment Advisory, 401k, Investment Strategies, Asset Management, Investments, Relationship Management, Separately Managed..., Series 3, Series 30, Series 79
Education
University of Colorado Boulder 1987 — 1991
BA, Economics
The University of Texas at Dallas 1998 — 2001
MBA, Finance
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management 2007 - 2010
Van Kampen Investments 2007 - 2010
Charles Schwab December 2001 - April 2007
Financial Engines January 2000 - December 2001
Scudder Investments 1997 - 2000
Invesco Aim 1992 - 1997
INVESCO Funds Group 1992 - 1997
Skills
Asset Allocation, Alternative Investments, Investment Management, Investment Advisory, 401k, Investment Strategies, Asset Management, Investments, Relationship Management, Separately Managed..., Series 3, Series 30, Series 79
Education
University of Colorado Boulder 1987 — 1991
BA, Economics
The University of Texas at Dallas 1998 — 2001
MBA, Finance
Jesse Saenz Jesse Saenz's Van Kampen Investments Experience 1996 - 2001
Job Regional Vice President at Symetra Financial
Industry Financial Services
Experience
Symetra Financial March 2011 - Present
American National Insurance February 2010 - March 2011
Ameriprise Financial Services, Inc. June 2006 - January 2010
Allstate Insurance March 2005 - May 2006
Compass Brokerage March 2003 - March 2005
Digital Insurance 2001 - 2001
Van Kampen Investments 1996 - 2001
Education
University of Houston 1992 — 1998
Bachelor of Arts, Public Relations and Advertising
Symetra Financial March 2011 - Present
American National Insurance February 2010 - March 2011
Ameriprise Financial Services, Inc. June 2006 - January 2010
Allstate Insurance March 2005 - May 2006
Compass Brokerage March 2003 - March 2005
Digital Insurance 2001 - 2001
Van Kampen Investments 1996 - 2001
Education
University of Houston 1992 — 1998
Bachelor of Arts, Public Relations and Advertising
Jennifer Solm Jennifer Solm's Van Kampen Investments Experience August 2004 - August 2005
Job Client Operations
Industry Financial Services
Experience
Lateef Investment Management April 2014 - March 2015
UBS Financial Services Inc. - Wealth Management October 2010 - March 2014
Northern Trust June 2007 - February 2010
Jackson National Asset Management October 2005 - April 2007
Van Kampen Investments August 2004 - August 2005
Van Kampen Investments November 2003 - August 2004
Skills
Mutual Funds, Series 7, Equities, Investments, Fixed Income, Series 63, Bloomberg, Securities, Portfolio Management, Alternative Investments, Wealth Management, Asset Management, Financial Analysis, Uniform Combined State..., Hedge Funds, Derivatives, Financial Modeling, FINRA, Finance, Trading
Education
University of Illinois at Chicago
Bachelor of Science, Finance
Lateef Investment Management April 2014 - March 2015
UBS Financial Services Inc. - Wealth Management October 2010 - March 2014
Northern Trust June 2007 - February 2010
Jackson National Asset Management October 2005 - April 2007
Van Kampen Investments August 2004 - August 2005
Van Kampen Investments November 2003 - August 2004
Skills
Mutual Funds, Series 7, Equities, Investments, Fixed Income, Series 63, Bloomberg, Securities, Portfolio Management, Alternative Investments, Wealth Management, Asset Management, Financial Analysis, Uniform Combined State..., Hedge Funds, Derivatives, Financial Modeling, FINRA, Finance, Trading
Education
University of Illinois at Chicago
Bachelor of Science, Finance
David Dibo David Dibo's Van Kampen Investments Experience October 1991 - December 1999
Job Real Estate Investor and Financial Executive
Industry Financial Services
Experience
Centrue Bank October 2011 - Present
Dibo & Partners January 2006 - October 2011
Wilmette Theatre March 2006 - July 2011
PRM Realty January 2001 - December 2005
Van Kampen Investments October 1991 - December 1999
VMS Realty January 1985 - December 1990
Washington Real Estate Investment Trust January 1980 - December 1984
Skills
Valuation, Program Management, Banking, Real Estate, Mergers & Acquisitions, Hospitality, Project Management, Management Consulting, Strategy, Strategic Planning, Turnaround Specialist, Financial Services, Change Management, Business Transformation, Business Process..., Due Diligence, Start-ups, Urban Planning, Land Development, Shopping Centers, Golf Courses, Marinas, Health Care Facilities
Education
Wharton School, University of Pennsylvania
Bachelor's of Science in Economics, Finance
Centrue Bank October 2011 - Present
Dibo & Partners January 2006 - October 2011
Wilmette Theatre March 2006 - July 2011
PRM Realty January 2001 - December 2005
Van Kampen Investments October 1991 - December 1999
VMS Realty January 1985 - December 1990
Washington Real Estate Investment Trust January 1980 - December 1984
Skills
Valuation, Program Management, Banking, Real Estate, Mergers & Acquisitions, Hospitality, Project Management, Management Consulting, Strategy, Strategic Planning, Turnaround Specialist, Financial Services, Change Management, Business Transformation, Business Process..., Due Diligence, Start-ups, Urban Planning, Land Development, Shopping Centers, Golf Courses, Marinas, Health Care Facilities
Education
Wharton School, University of Pennsylvania
Bachelor's of Science in Economics, Finance
John R Mills, CFP, CIMA's Van Kampen Investments Experience 1991 - 2003
Job Regional Partner at Catalyst Capital Advisors, LLC
Industry Financial Services
Experience
Catalyst Capital Advisors, LLC July 2014 - Present
Dolan Capital Group November 2013 - June 2014
BlackRock 2003 - 2011
Van Kampen Investments 1991 - 2003
Skills
Series 7, Equities, Fixed Income, Investments, Asset Management, Series 63, Securities, Portfolio Management, Hedge Funds, Alternative Investments, Financial Services, Asset Allocation, Wealth Management, Bloomberg, Retirement Planning, ETFs, Derivatives, Investment Strategies, Capital Markets, Financial Analysis
Education
University of Louisiana at Monroe
Master of Science (M.S.), Geology/Earth Science, General
Catalyst Capital Advisors, LLC July 2014 - Present
Dolan Capital Group November 2013 - June 2014
BlackRock 2003 - 2011
Van Kampen Investments 1991 - 2003
Skills
Series 7, Equities, Fixed Income, Investments, Asset Management, Series 63, Securities, Portfolio Management, Hedge Funds, Alternative Investments, Financial Services, Asset Allocation, Wealth Management, Bloomberg, Retirement Planning, ETFs, Derivatives, Investment Strategies, Capital Markets, Financial Analysis
Education
University of Louisiana at Monroe
Master of Science (M.S.), Geology/Earth Science, General
Charles Marino Charles Marino's Van Kampen Investments Experience September 1997 - June 2010
Job Retirement Planning Implementation Consultant VALIC
Industry Financial Services
Experience
VALIC November 2012 - Present
Invesco June 2010 - August 2012
Van Kampen Investments September 1997 - June 2010
Van Kampen Investments September 1997 - June 2010
Skills
Outstanding..., FINRA licensed, Issue / Conflict..., Relationship Developer, Financial Calculations, Investments, Mutual Funds, Retirement, 401k, Fixed Income, ETFs, Series 7, Securities, FINRA
Education
University of Houston
Bachelor of Business Administration (BBA), Finance
VALIC November 2012 - Present
Invesco June 2010 - August 2012
Van Kampen Investments September 1997 - June 2010
Van Kampen Investments September 1997 - June 2010
Skills
Outstanding..., FINRA licensed, Issue / Conflict..., Relationship Developer, Financial Calculations, Investments, Mutual Funds, Retirement, 401k, Fixed Income, ETFs, Series 7, Securities, FINRA
Education
University of Houston
Bachelor of Business Administration (BBA), Finance
Ted Morrow, CIMA® Ted Morrow, CIMA®'s Van Kampen Investments Experience September 1992 - May 2001
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
Darwin Chuck Franceschi's Van Kampen Investments Experience 2006 - March 2012
Job Engineering & Financial Professional who helps teams & individuals succeed with money. Leadership honors from the CIA.
Industry Financial Services
Experience
Five Rings Financial, LLC August 2013 - Present
US Senior Veterans April 2014 - April 2015
Five Rings Financial April 2012 - August 2013
Van Kampen Investments 2006 - March 2012
Conventus Solutions Inc. October 2005 - December 2009
Raytheon 1998 - 2009
Raytheon Intelligence and Information Systems 1997 - 2009
CDI June 1996 - July 1997
Geodynamics LLC September 1984 - June 1996
United States Air Force August 1983 - September 1984
Skills
Creative Problem Solving, Financial Analysis, Systems Engineering, Simplifying the Complex, Communication Skills, Microsoft Office, Sales Presentations, Retirement Planning, Asset Protection, Investment Strategies, Large Scale Systems, Team Building, Team Leadership, Financial Education, Military, DoD, Defense, Leadership, Investments, Training, Requirements Analysis, Retirement, Safe Money Strategies, What's Your Number?, Financial Services, Security, Employee Benefits, System Architecture, Sales, Fixed Annuities, Finance, Strategic Financial..., Risk Management, Cross-functional Team..., Insurance, Financial Advisory, Life Insurance, 401k, Executive Management, Social Security..., Debt Elimination, Wealth, Intelligence, Government Contracting, Earned Value Management, Organizational..., Financial Planning
Education
United States Air Force Academy 1975 — 1979
BS, Electrical Engineering
Delaware Valley Regional High School 1971 — 1975
High School
Five Rings Financial, LLC August 2013 - Present
US Senior Veterans April 2014 - April 2015
Five Rings Financial April 2012 - August 2013
Van Kampen Investments 2006 - March 2012
Conventus Solutions Inc. October 2005 - December 2009
Raytheon 1998 - 2009
Raytheon Intelligence and Information Systems 1997 - 2009
CDI June 1996 - July 1997
Geodynamics LLC September 1984 - June 1996
United States Air Force August 1983 - September 1984
Skills
Creative Problem Solving, Financial Analysis, Systems Engineering, Simplifying the Complex, Communication Skills, Microsoft Office, Sales Presentations, Retirement Planning, Asset Protection, Investment Strategies, Large Scale Systems, Team Building, Team Leadership, Financial Education, Military, DoD, Defense, Leadership, Investments, Training, Requirements Analysis, Retirement, Safe Money Strategies, What's Your Number?, Financial Services, Security, Employee Benefits, System Architecture, Sales, Fixed Annuities, Finance, Strategic Financial..., Risk Management, Cross-functional Team..., Insurance, Financial Advisory, Life Insurance, 401k, Executive Management, Social Security..., Debt Elimination, Wealth, Intelligence, Government Contracting, Earned Value Management, Organizational..., Financial Planning
Education
United States Air Force Academy 1975 — 1979
BS, Electrical Engineering
Delaware Valley Regional High School 1971 — 1975
High School
Brandon Rubly's Van Kampen Investments Experience January 2001 - August 2003
Job Independent Trading Professional
Industry Investment Management
Experience
Tower Hill Trading April 2012 - March 2013
Self Managed Account Trader June 2009 - January 2012
Hammer Trading January 2007 - June 2009
Hammer Trading January 2004 - January 2007
Van Kampen Investments January 2001 - August 2003
Skills
Trading, Equities, Portfolio Management, Investments, Asset Management, Investment Banking, Mutual Funds, Market Research, Marketing, Account Management, CRM, Proprietary Trading, Trading Strategies, Technical Analysis, Management
Education
University of Illinois at Urbana-Champaign 1997 — 2000
B.A., Economics, Political Science
University of Illinois at Urbana-Champaign 1997 — 2000
Bachelor's degree, Economics
Tower Hill Trading April 2012 - March 2013
Self Managed Account Trader June 2009 - January 2012
Hammer Trading January 2007 - June 2009
Hammer Trading January 2004 - January 2007
Van Kampen Investments January 2001 - August 2003
Skills
Trading, Equities, Portfolio Management, Investments, Asset Management, Investment Banking, Mutual Funds, Market Research, Marketing, Account Management, CRM, Proprietary Trading, Trading Strategies, Technical Analysis, Management
Education
University of Illinois at Urbana-Champaign 1997 — 2000
B.A., Economics, Political Science
University of Illinois at Urbana-Champaign 1997 — 2000
Bachelor's degree, Economics
Holly Danziger Holly Danziger's Van Kampen Investments Experience February 1997 - November 2009
Job Pension Consultant at KarelGordon & Associates
Industry Financial Services
Experience
Karel-Gordon & Associates March 2011 - Present
Priority Capital Group November 2009 - March 2011
Van Kampen Investments February 1997 - November 2009
Skills
Pension Consulting, Qualified Plan Design, Creative Plan Design, Public Speaking, Presenter for CPE, CFP..., Leadership, Management, National Accounts, Broker-Dealer, Sales, Retirement Plan..., Credit, Retirement Planning
Education
University of Iowa 1990 — 1994
Bachelor of Business Administration, Finance
Karel-Gordon & Associates March 2011 - Present
Priority Capital Group November 2009 - March 2011
Van Kampen Investments February 1997 - November 2009
Skills
Pension Consulting, Qualified Plan Design, Creative Plan Design, Public Speaking, Presenter for CPE, CFP..., Leadership, Management, National Accounts, Broker-Dealer, Sales, Retirement Plan..., Credit, Retirement Planning
Education
University of Iowa 1990 — 1994
Bachelor of Business Administration, Finance
Tim Scholten, CMFC's Van Kampen Investments Experience 1995 - 2008
Job Helping Families and Business Owners plan for their futures.
Industry Financial Services
Experience
Parkland Securities, LLC June 2013 - Present
Nationwide Securities January 2013 - June 2013
CUSO Financial Services, LP at Telhio Credit Union July 2011 - January 2013
Infinity Capital Management May 2011 - July 2011
Huntington National Bank September 2008 - September 2010
Van Kampen Investments 1995 - 2008
Kemper Mutual Funds 1993 - 1995
Education
University of Kentucky 1987 — 1991
Finance, Business Administration
George Washington High School 1984 — 1987
DeWitt High School 1983 — 1984
Parkland Securities, LLC June 2013 - Present
Nationwide Securities January 2013 - June 2013
CUSO Financial Services, LP at Telhio Credit Union July 2011 - January 2013
Infinity Capital Management May 2011 - July 2011
Huntington National Bank September 2008 - September 2010
Van Kampen Investments 1995 - 2008
Kemper Mutual Funds 1993 - 1995
Education
University of Kentucky 1987 — 1991
Finance, Business Administration
George Washington High School 1984 — 1987
DeWitt High School 1983 — 1984
Nirali Pandya, MBA, MS-MIS, PMP Nirali Pandya, MBA, MS-MIS, PMP's Van Kampen Investments Experience March 2004 - June 2004
Job Senior Manager, Project Portfolio Management at Avery Dennison
Industry Management Consulting
Experience
JAFRA Cosmetics April 2013 - June 2015
Navistar Inc February 2009 - July 2012
Navistar Inc November 2006 - January 2009
Navistar Inc July 2006 - November 2006
Aon Hewitt July 2004 - June 2006
Van Kampen Investments March 2004 - June 2004
Continental Credit Corporation June 2003 - August 2003
Skills
Access, Excel, Database Administration, PowerPoint, Outlook, Program Management, Management Consulting, Change Management, Process Improvement, Process Management, Process Development, Business Process, Business Process..., Process Mapping, Process Optimization, Process Engineering, Managerial Experience, Enterprise Manager, Visio, Sparx Enterprise..., Microsoft Word, Microsoft SQL Server, Microsoft Office, Microsoft Technologies, Business Strategy, Team Building, Team Leadership, Cross-functional Team..., Team Management, Cross-platform..., Customer Service, Customer Engagement, Customer Satisfaction, Strategic Communications, Corporate Communications, Communication Skills, Problem Solving, Problem Management, Critical Thinking, Cost Management, Capital Budgeting, Time Management, Resource Management, Operations Management, Technology Integration, Business Intelligence, Integration, Organizational..., Profit Maximization, SharePoint
Education
University of Illinois 2005 — 2008
Master of Business Administration, Management/Finance
University of Illinois 2005 — 2008
Master of Science, Management Information Systems
University of Illinois 1999 — 2003
Bachelor of Science, Computer Science
JAFRA Cosmetics April 2013 - June 2015
Navistar Inc February 2009 - July 2012
Navistar Inc November 2006 - January 2009
Navistar Inc July 2006 - November 2006
Aon Hewitt July 2004 - June 2006
Van Kampen Investments March 2004 - June 2004
Continental Credit Corporation June 2003 - August 2003
Skills
Access, Excel, Database Administration, PowerPoint, Outlook, Program Management, Management Consulting, Change Management, Process Improvement, Process Management, Process Development, Business Process, Business Process..., Process Mapping, Process Optimization, Process Engineering, Managerial Experience, Enterprise Manager, Visio, Sparx Enterprise..., Microsoft Word, Microsoft SQL Server, Microsoft Office, Microsoft Technologies, Business Strategy, Team Building, Team Leadership, Cross-functional Team..., Team Management, Cross-platform..., Customer Service, Customer Engagement, Customer Satisfaction, Strategic Communications, Corporate Communications, Communication Skills, Problem Solving, Problem Management, Critical Thinking, Cost Management, Capital Budgeting, Time Management, Resource Management, Operations Management, Technology Integration, Business Intelligence, Integration, Organizational..., Profit Maximization, SharePoint
Education
University of Illinois 2005 — 2008
Master of Business Administration, Management/Finance
University of Illinois 2005 — 2008
Master of Science, Management Information Systems
University of Illinois 1999 — 2003
Bachelor of Science, Computer Science
Ron Pratt's Van Kampen Investments Experience February 1992 - September 2003
Job Divisional Vice President at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group October 2005 - Present
JP Morgan Asset Management February 2005 - October 2005
Curian Capital September 2003 - December 2004
Van Kampen Investments February 1992 - September 2003
Education
University of Missouri-Columbia 1982 — 1986
BA, Economics
Janus Capital Group October 2005 - Present
JP Morgan Asset Management February 2005 - October 2005
Curian Capital September 2003 - December 2004
Van Kampen Investments February 1992 - September 2003
Education
University of Missouri-Columbia 1982 — 1986
BA, Economics
Stasa Cushman Stasa Cushman's Van Kampen Investments Experience January 1992 - September 1999
Job Director, Corporate Communications
Industry Public Relations and Communications
Experience
AIG November 2007 - Present
Encore Bank November 2004 - October 2007
Air Liquide December 2002 - November 2004
Dynegy 2000 - 2002
VALIC September 1999 - July 2000
Van Kampen Investments January 1992 - September 1999
Van Kampen Investments January 1989 - January 1992
Skills
Corporate Communications, Public Relations, Internal & External..., Speech Writing, Crisis Communications, Marketing Communications, Events, Writing, Web Content, Media Relations, Thought Leadership, Internal Communications, Publications, Integrated Marketing, Content Development, Event Planning, Editing, Reputation Management, Copywriting, Brand Management, Social Media Marketing, Marketing, Communication Training, Strategic Communications, Press Releases, Newsletters, Management, Corporate Branding, Insurance, Content Management, Crisis Management, Content Strategy, Messaging, Investor Relations, Direct Marketing, B2B Marketing, Message Development, Email Marketing, Leadership
Education
University of Houston
BA, English
AIG November 2007 - Present
Encore Bank November 2004 - October 2007
Air Liquide December 2002 - November 2004
Dynegy 2000 - 2002
VALIC September 1999 - July 2000
Van Kampen Investments January 1992 - September 1999
Van Kampen Investments January 1989 - January 1992
Skills
Corporate Communications, Public Relations, Internal & External..., Speech Writing, Crisis Communications, Marketing Communications, Events, Writing, Web Content, Media Relations, Thought Leadership, Internal Communications, Publications, Integrated Marketing, Content Development, Event Planning, Editing, Reputation Management, Copywriting, Brand Management, Social Media Marketing, Marketing, Communication Training, Strategic Communications, Press Releases, Newsletters, Management, Corporate Branding, Insurance, Content Management, Crisis Management, Content Strategy, Messaging, Investor Relations, Direct Marketing, B2B Marketing, Message Development, Email Marketing, Leadership
Education
University of Houston
BA, English
Luke Theeuwes Luke Theeuwes's Van Kampen Investments Experience 1996 - 1999
Job Principal & Western Division Director at Miller Howard Investments
Industry Investment Management
Experience
Miller Howard Investments May 2007 - Present
U.S. Trust 2006 - May 2007
Managers Investment Group 1999 - 2006
Van Kampen Investments 1996 - 1999
Skills
Separately Managed..., Series 7, Asset Allocation, Series 63, Series 24, Equities, Retirement, Investment Management, Retirement Planning, Investments, Asset Management, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Mutual Funds, ETFs, Uniform Combined State..., Series 65
Education
University of Houston 1992 — 1996
BS, Economics
Miller Howard Investments May 2007 - Present
U.S. Trust 2006 - May 2007
Managers Investment Group 1999 - 2006
Van Kampen Investments 1996 - 1999
Skills
Separately Managed..., Series 7, Asset Allocation, Series 63, Series 24, Equities, Retirement, Investment Management, Retirement Planning, Investments, Asset Management, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Mutual Funds, ETFs, Uniform Combined State..., Series 65
Education
University of Houston 1992 — 1996
BS, Economics
Kevin Jezek Kevin Jezek's Van Kampen Investments Experience 1994 - 1997
Job Sr. Manager Alternative Investments at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Manager Retirement ServicesCharles SchwabSeptember 2007 - April 2010
Oregon Public Employees Retirement System October 2004 - September 2007
Bidwell & Company 1995 - 2004
Van Kampen Investments 1994 - 1997
Skills
Team Building, Series 7, Vendor Management
Education
University of Houston 1986 — 1990
BA, Communications
Charles Schwab Manager Retirement ServicesCharles SchwabSeptember 2007 - April 2010
Oregon Public Employees Retirement System October 2004 - September 2007
Bidwell & Company 1995 - 2004
Van Kampen Investments 1994 - 1997
Skills
Team Building, Series 7, Vendor Management
Education
University of Houston 1986 — 1990
BA, Communications
Tim Bayee, CIMA®'s Van Kampen Investments Experience July 2002 - November 2008
Job Associate | Institutional Investments at First Trust Advisors
Industry Financial Services
Experience
First Trust September 2014 - Present
First Trust Portfolios L.P. September 2012 - September 2014
TD Ameritrade July 2012 - September 2012
Northwestern Mutual October 2011 - July 2012
Multi-Funds, Inc March 2009 - 2011
Van Kampen Investments July 2002 - November 2008
ATEL SECURITIES January 2001 - January 2002
Van Kampen Investments January 1998 - January 2001
WHEELS, INC January 1996 - January 1998
Skills
Separately Managed..., Mutual Funds, Series 63, Series 7, ETFs, Asset Allocation, Alternative Investments, Series 65, Investment Strategies, Series 6, Asset Managment, Investment Advisory, Securities, Finance, Investments, Wealth Management, Retirement Planning, Asset Management, Uniform Combined State...
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1995
Bachelor of Arts, Accounting
Wheaton North
First Trust September 2014 - Present
First Trust Portfolios L.P. September 2012 - September 2014
TD Ameritrade July 2012 - September 2012
Northwestern Mutual October 2011 - July 2012
Multi-Funds, Inc March 2009 - 2011
Van Kampen Investments July 2002 - November 2008
ATEL SECURITIES January 2001 - January 2002
Van Kampen Investments January 1998 - January 2001
WHEELS, INC January 1996 - January 1998
Skills
Separately Managed..., Mutual Funds, Series 63, Series 7, ETFs, Asset Allocation, Alternative Investments, Series 65, Investment Strategies, Series 6, Asset Managment, Investment Advisory, Securities, Finance, Investments, Wealth Management, Retirement Planning, Asset Management, Uniform Combined State...
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1995
Bachelor of Arts, Accounting
Wheaton North
Cristine Bada's Van Kampen Investments Experience October 2003 - September 2011
Job Supervisor of Deposit Operations at E*Trade Financial
Industry Financial Services
Experience
E*TRADE Financial June 2013 - Present
E*TRADE Financial November 2010 - June 2013
Van Kampen Investments October 2003 - September 2011
Morgan Stanley Investment Management October 2000 - August 2010
Morgan Stanley 2003 - 2010
Skills
Mutual Funds, Financial Services, Back Office
Education
University of Phoenix 2007 — 2009
B.S.S., Business Management
William Paterson University of New Jersey 1997 — 1999
E*TRADE Financial June 2013 - Present
E*TRADE Financial November 2010 - June 2013
Van Kampen Investments October 2003 - September 2011
Morgan Stanley Investment Management October 2000 - August 2010
Morgan Stanley 2003 - 2010
Skills
Mutual Funds, Financial Services, Back Office
Education
University of Phoenix 2007 — 2009
B.S.S., Business Management
William Paterson University of New Jersey 1997 — 1999
Brian Early, CFA Brian Early, CFA's Van Kampen Investments Experience September 2007 - August 2009
Job Research Analyst Investment Management. William Blair & Company
Industry Investment Management
Experience
William Blair and Company August 2011 - Present
The Henry Fund January 2010 - December 2010
The State of Wisconsin Investment Board June 2010 - August 2010
Van Kampen Investments September 2007 - August 2009
Skills
Chartered Financial...
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
Master of Business Administration, Investment Management, May 2011
University of Iowa 2003 — 2007
Bachelor of Business Administration, Finance
William Blair and Company August 2011 - Present
The Henry Fund January 2010 - December 2010
The State of Wisconsin Investment Board June 2010 - August 2010
Van Kampen Investments September 2007 - August 2009
Skills
Chartered Financial...
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
Master of Business Administration, Investment Management, May 2011
University of Iowa 2003 — 2007
Bachelor of Business Administration, Finance
Robert Strack Robert Strack's Van Kampen Investments Experience May 1994 - January 2000
Job Sr Systems Analyst at AIG SunAmerica
Industry Financial Services
Experience
AIG SunAmerica February 2000 - Present
Van Kampen Investments May 1994 - January 2000
Texas National Surveying October 1993 - May 1994
Universal Computer Systems October 1990 - October 1993
Skills
Accounting, Process Improvement, Portfolio Management, Financial Analysis, Investments, Mutual Funds, Financial Reporting, Finance, Microsoft Excel, Risk Management, Leadership, Asset Management, Sarbanes-Oxley Act, Business Analysis, Internal Controls, Equities, Account Reconciliation, Securities, Accounts Receivable, General Ledger
Education
University of Houston 1986 — 1992
BBA, Accounting
AIG SunAmerica February 2000 - Present
Van Kampen Investments May 1994 - January 2000
Texas National Surveying October 1993 - May 1994
Universal Computer Systems October 1990 - October 1993
Skills
Accounting, Process Improvement, Portfolio Management, Financial Analysis, Investments, Mutual Funds, Financial Reporting, Finance, Microsoft Excel, Risk Management, Leadership, Asset Management, Sarbanes-Oxley Act, Business Analysis, Internal Controls, Equities, Account Reconciliation, Securities, Accounts Receivable, General Ledger
Education
University of Houston 1986 — 1992
BBA, Accounting
Rich Prouty Rich Prouty's Van Kampen Investments Experience August 2006 - October 2006
Job Independent Entertainment Professional
Industry Entertainment
Experience
Corporate Event Interactive October 2008 - Present
The Improvised Shakespeare Company February 2007 - Present
Windy City Fieldhouse May 2006 - Present
The Improv Match Game December 2004 - Present
ComedySportz March 2002 - Present
iO Chicago October 1997 - Present
Van Kampen Investments August 2006 - October 2006
Skills
Improvisation, Theatre, Acting, Sketch Comedy, Entertainment, Comedy, Stage, Emcee, Improvisational Comedy, Voice Acting, Festivals, Film, Singing, Performing Arts, Voice Over, Shakespeare
Education
University of Arizona
Film/Television, Theater
Corporate Event Interactive October 2008 - Present
The Improvised Shakespeare Company February 2007 - Present
Windy City Fieldhouse May 2006 - Present
The Improv Match Game December 2004 - Present
ComedySportz March 2002 - Present
iO Chicago October 1997 - Present
Van Kampen Investments August 2006 - October 2006
Skills
Improvisation, Theatre, Acting, Sketch Comedy, Entertainment, Comedy, Stage, Emcee, Improvisational Comedy, Voice Acting, Festivals, Film, Singing, Performing Arts, Voice Over, Shakespeare
Education
University of Arizona
Film/Television, Theater
Peter Ehret, CFA Peter Ehret, CFA's Van Kampen Investments Experience July 1992 - April 2001
Job Director of Internal Credit at Employees Retirement System of Texas
Industry Investment Management
Experience
Employees Retirement System of Texas 2013 - Present
Invesco Ltd. April 2001 - August 2012
Van Kampen Investments July 1992 - April 2001
Scotiabank May 1988 - June 1992
Skills
Fixed Income, Portfolio Management, High Yield, High Yield Bonds, Investments, UCITS, Investment Management, Chartered Financial..., Wealth Management, Bloomberg, Capital Markets, Asset Management, Mutual Funds, Investment Strategies, Investment Banking, Financial Modeling, Structured Finance, Leveraged Finance, Financial Structuring, Securities, Finance, Credit Analysis
Education
University of Wisconsin-Madison 1986 — 1987
Master of Science (M.S.), Real Estate
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Science (B.S.), Economics, statistics minor
Employees Retirement System of Texas 2013 - Present
Invesco Ltd. April 2001 - August 2012
Van Kampen Investments July 1992 - April 2001
Scotiabank May 1988 - June 1992
Skills
Fixed Income, Portfolio Management, High Yield, High Yield Bonds, Investments, UCITS, Investment Management, Chartered Financial..., Wealth Management, Bloomberg, Capital Markets, Asset Management, Mutual Funds, Investment Strategies, Investment Banking, Financial Modeling, Structured Finance, Leveraged Finance, Financial Structuring, Securities, Finance, Credit Analysis
Education
University of Wisconsin-Madison 1986 — 1987
Master of Science (M.S.), Real Estate
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Science (B.S.), Economics, statistics minor
Carolyn Burke Carolyn Burke's Van Kampen Investments Experience 1992 - 1995
Job Executive Leader and Board Member Asset Management and Hedge Fund Operations
Industry Financial Services
Experience
Mesirow Advanced Strategies 2009 - 2015
Grant Park Futures Fund Limited Partnership 2004 - 2014
UBS Global Asset Management 2001 - 2009
UBS Global Asset Management 1995 - 2001
Van Kampen Investments 1992 - 1995
KPMG 1989 - 1992
Skills
Alternative Investments, Hedge Funds, Investment Management, Asset Management, Board of Directors, Mutual Funds, Strategy, Process Improvement, Valuation, Investments, Private Equity, Equities, Fund Of Funds, Fixed Income, Investment Strategies, Financial Modeling, Asset Allocation, Derivatives, Portfolio Management, Bloomberg, Management, Asset Managment, Securities
Education
The University of Chicago 2002 — 2005
Master of Business Administration (M.B.A.), Finance, Strategic Management
University of Notre Dame 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Mesirow Advanced Strategies 2009 - 2015
Grant Park Futures Fund Limited Partnership 2004 - 2014
UBS Global Asset Management 2001 - 2009
UBS Global Asset Management 1995 - 2001
Van Kampen Investments 1992 - 1995
KPMG 1989 - 1992
Skills
Alternative Investments, Hedge Funds, Investment Management, Asset Management, Board of Directors, Mutual Funds, Strategy, Process Improvement, Valuation, Investments, Private Equity, Equities, Fund Of Funds, Fixed Income, Investment Strategies, Financial Modeling, Asset Allocation, Derivatives, Portfolio Management, Bloomberg, Management, Asset Managment, Securities
Education
The University of Chicago 2002 — 2005
Master of Business Administration (M.B.A.), Finance, Strategic Management
University of Notre Dame 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Jeff Shirk's Van Kampen Investments Experience May 1990 - May 2000
Job Financial Advisor at Fortress Financial LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2005 - Present
Edward Jones May 2000 - May 2005
Van Kampen Investments May 1990 - May 2000
Skills
Mutual Funds, Investments, Retirement Planning, Asset Allocation, 401k Rollovers, Financial Services, Insurance, Fixed Income Strategies, Municipal Bonds
Education
University of Delaware - Lerner College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Bishop Eustace Preparatory High School, Pennsauken, NJ 1982 — 1986
High School
Wells Fargo Advisors May 2005 - Present
Edward Jones May 2000 - May 2005
Van Kampen Investments May 1990 - May 2000
Skills
Mutual Funds, Investments, Retirement Planning, Asset Allocation, 401k Rollovers, Financial Services, Insurance, Fixed Income Strategies, Municipal Bonds
Education
University of Delaware - Lerner College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Bishop Eustace Preparatory High School, Pennsauken, NJ 1982 — 1986
High School
Richard Christman, MBA, CFP®, CLU®, APR, CLTC Richard Christman, MBA, CFP®, CLU®, APR, CLTC's Van Kampen Investments Experience 2000 - 2003
Job Regional Sales Director at Transamerica, MBA, CFP®, CLU®, APR, CLTC, LTCP
Industry Financial Services
Experience
Transamerica August 2010 - Present
ING Funds 2004 - 2007
Van Kampen Investments 2000 - 2003
Franklin Templeton Investments 1992 - 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of San Francisco 1995 — 1997
MBA, Finance
Whittier College 1988 — 1992
Bachelor’s Degree, Business Administration
Transamerica August 2010 - Present
ING Funds 2004 - 2007
Van Kampen Investments 2000 - 2003
Franklin Templeton Investments 1992 - 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of San Francisco 1995 — 1997
MBA, Finance
Whittier College 1988 — 1992
Bachelor’s Degree, Business Administration
Sarah Marie Nowfel Sarah Marie Nowfel's Van Kampen Investments Experience September 2006 - July 2008
Job First Vice President of InvestmentsWealth Management
Industry Financial Services
Experience
Nowfel Private Wealth Management July 2011 - Present
Astor Asset Management June 2010 - September 2011
Fidelity Investments July 2008 - July 2009
Van Kampen Investments September 2006 - July 2008
First Trust Portfolios February 2004 - September 2006
MetLife Investors December 2000 - February 2004
Skills
Investments, Securities, Equities, Wealth Management, Mutual Funds, Series 63, FINRA, Series 6, 401k, Public Speaking, Retirement Planning, Insurance, Sales, Series 7, Wealth Management..., Asset Allocation, Investment Strategies
Education
University of Colorado Boulder 1997 — 2000
BA, COmmunications
Nowfel Private Wealth Management July 2011 - Present
Astor Asset Management June 2010 - September 2011
Fidelity Investments July 2008 - July 2009
Van Kampen Investments September 2006 - July 2008
First Trust Portfolios February 2004 - September 2006
MetLife Investors December 2000 - February 2004
Skills
Investments, Securities, Equities, Wealth Management, Mutual Funds, Series 63, FINRA, Series 6, 401k, Public Speaking, Retirement Planning, Insurance, Sales, Series 7, Wealth Management..., Asset Allocation, Investment Strategies
Education
University of Colorado Boulder 1997 — 2000
BA, COmmunications
Michelle Rosen Michelle Rosen's Van Kampen Investments Experience October 1999 - December 2000
Job Financial Marketing Consultant/Writer
Industry Marketing and Advertising
Experience
Michelle W. Rosen, LLC July 2006 - Present
Carpenter Group April 2004 - July 2006
Wechsler Ross & Partners 2001 - 2005
Van Kampen Investments October 1999 - December 2000
Northern Trust Bank September 1997 - October 1999
RPM Advertising 1995 - 1997
PM Realty Group 1993 - 1995
Skills
Brochures, White Papers, Mutual Funds, Hedge Funds, Annuities, Writing, Creative Direction, IRA's, Managed Accounts, Marketing Communications, Content Development, Copywriting, Corporate Communications, Shareholder..., Advertising, Annual Reports, Direct Mail, Marketing Strategy, Editing, Integrated Marketing, Strategic Communications, Brand Development, Direct Marketing, Asset Management, Investments, Thought Leadership, Marketing, Corporate Branding, Creative Strategy, Strategy, Editorial, Branding & Identity, Content Strategy, Digital Strategy, Newsletters, Web Content, Digital Marketing, Social Media, Content Management, Internal Communications, Digital Media, Email Marketing, Interactive Advertising, Copy Editing, SEO, Publishing, Media Relations, Social Media Marketing
Education
University of Florida 1990 — 1992
BS
Ridge High School
Michelle W. Rosen, LLC July 2006 - Present
Carpenter Group April 2004 - July 2006
Wechsler Ross & Partners 2001 - 2005
Van Kampen Investments October 1999 - December 2000
Northern Trust Bank September 1997 - October 1999
RPM Advertising 1995 - 1997
PM Realty Group 1993 - 1995
Skills
Brochures, White Papers, Mutual Funds, Hedge Funds, Annuities, Writing, Creative Direction, IRA's, Managed Accounts, Marketing Communications, Content Development, Copywriting, Corporate Communications, Shareholder..., Advertising, Annual Reports, Direct Mail, Marketing Strategy, Editing, Integrated Marketing, Strategic Communications, Brand Development, Direct Marketing, Asset Management, Investments, Thought Leadership, Marketing, Corporate Branding, Creative Strategy, Strategy, Editorial, Branding & Identity, Content Strategy, Digital Strategy, Newsletters, Web Content, Digital Marketing, Social Media, Content Management, Internal Communications, Digital Media, Email Marketing, Interactive Advertising, Copy Editing, SEO, Publishing, Media Relations, Social Media Marketing
Education
University of Florida 1990 — 1992
BS
Ridge High School
Jessica Dean, MBA Jessica Dean, MBA's Van Kampen Investments Experience March 2005 - November 2006
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
Lorilei Gonzales's Van Kampen Investments Experience 2006 - 2006
Job Independent Contractor at Zyg Group
Industry Publishing
Experience
Zyg Group February 2014 - Present
Lanier Theological Library February 2013 - February 2014
Harris County Public Library July 2010 - November 2012
Harris County Public Library December 2008 - July 2010
Houston Community Newspapers February 2007 - July 2008
ENVY magazine November 2006 - February 2007
New Leaf Publishing 2006 - 2006
Van Kampen Investments 2006 - 2006
Tribeza Magazine 2005 - 2005
The Daily Texan 2005 - 2005
Skills
Collection Development, Electronic Resources, Information Literacy, Public Libraries, Library Instruction, Library Science, Virtual Reference, Library
Education
University of North Texas 2009 — 2010
Master of Library & Information Science (MLIS), General Practice and Youth Services
University of Denver 2008 — 2008
Publishing, Publishing
The University of Texas at Austin 2002 — 2006
Bachelor of Arts (BA), English (Minor in Business Administration)
Zyg Group February 2014 - Present
Lanier Theological Library February 2013 - February 2014
Harris County Public Library July 2010 - November 2012
Harris County Public Library December 2008 - July 2010
Houston Community Newspapers February 2007 - July 2008
ENVY magazine November 2006 - February 2007
New Leaf Publishing 2006 - 2006
Van Kampen Investments 2006 - 2006
Tribeza Magazine 2005 - 2005
The Daily Texan 2005 - 2005
Skills
Collection Development, Electronic Resources, Information Literacy, Public Libraries, Library Instruction, Library Science, Virtual Reference, Library
Education
University of North Texas 2009 — 2010
Master of Library & Information Science (MLIS), General Practice and Youth Services
University of Denver 2008 — 2008
Publishing, Publishing
The University of Texas at Austin 2002 — 2006
Bachelor of Arts (BA), English (Minor in Business Administration)
Barbara (Gray) Eagleson, CMFC Barbara (Gray) Eagleson, CMFC's Van Kampen Investments Experience 1995 - 1999
Job Vice President, Investment Analyst
Industry Investment Management
Experience
Amegy Bank June 2014 - Present
Invesco Ltd. April 2012 - May 2014
Invesco Ltd. October 1999 - March 2012
Van Kampen Investments 1995 - 1999
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Separately Managed..., Investment Advisory, Investments, 401k, Retirement Planning, Wealth Management, Investment Strategies, Series 65, Series 6, IRAs, Alternative Investments, Asset Management, Equities, ETFs, Securities, FINRA, Series 24, Investment Management, Fixed Income, Fixed Annuities, Financial Services, Relationship Management, Sales, Marketing, Strategic Planning, Retirement, Portfolio Management, Business Development, National Accounts, Key Account Management, Building Relationships, Strategic Partnerships, Client Retention...
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Arts in Business Administration, Marketing
Amegy Bank June 2014 - Present
Invesco Ltd. April 2012 - May 2014
Invesco Ltd. October 1999 - March 2012
Van Kampen Investments 1995 - 1999
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Separately Managed..., Investment Advisory, Investments, 401k, Retirement Planning, Wealth Management, Investment Strategies, Series 65, Series 6, IRAs, Alternative Investments, Asset Management, Equities, ETFs, Securities, FINRA, Series 24, Investment Management, Fixed Income, Fixed Annuities, Financial Services, Relationship Management, Sales, Marketing, Strategic Planning, Retirement, Portfolio Management, Business Development, National Accounts, Key Account Management, Building Relationships, Strategic Partnerships, Client Retention...
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Arts in Business Administration, Marketing
Mike Kinney's Van Kampen Investments Experience 1999 - 2002
Job Director
Industry Venture Capital & Private Equity
Experience
Capital Group LLC March 2010 - July 2014
Schwab Institutional February 2012 - October 2013
American Realty Capital August 2009 - March 2011
Schroders August 2007 - August 2009
Davis Advisors 2002 - 2007
Van Kampen Investments 1999 - 2002
Nuveen Investments 1997 - 1999
Skills
Private Equity, Venture Capital, Investments, Real Estate
Education
Wheaton College 1993 — 1994
Bachelor of Arts (B.A.), Economics
University of Kentucky
Capital Group LLC March 2010 - July 2014
Schwab Institutional February 2012 - October 2013
American Realty Capital August 2009 - March 2011
Schroders August 2007 - August 2009
Davis Advisors 2002 - 2007
Van Kampen Investments 1999 - 2002
Nuveen Investments 1997 - 1999
Skills
Private Equity, Venture Capital, Investments, Real Estate
Education
Wheaton College 1993 — 1994
Bachelor of Arts (B.A.), Economics
University of Kentucky
Stephen High Stephen High's Van Kampen Investments Experience 1992 - 1996
Job Vice President, Executive Partner at Gartner
Industry Information Technology and Services
Experience
Gartner 2008 - Present
Padgett, Stratemann & Co., LLP 2008 - 2008
Argonaut Group 2001 - 2008
Karta Technologies 1999 - 2001
Keane 1996 - 1999
AIM Investments 1996 - 1996
Van Kampen Investments 1992 - 1996
BASF 1986 - 1991
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA)
Gartner 2008 - Present
Padgett, Stratemann & Co., LLP 2008 - 2008
Argonaut Group 2001 - 2008
Karta Technologies 1999 - 2001
Keane 1996 - 1999
AIM Investments 1996 - 1996
Van Kampen Investments 1992 - 1996
BASF 1986 - 1991
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA)
Aaron Myers, CIMA, CRPC Aaron Myers, CIMA, CRPC's Van Kampen Investments Experience January 2004 - July 2010
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company April 2012 - Present
SunAmerica Financial Group March 2011 - April 2012
Van Kampen Investments January 2004 - July 2010
Strong Capital Management August 2000 - January 2004
Stephens Inc. April 1999 - August 2000
Skills
Consultative Sales, Annuities, Fixed Annuities, Variable Annuities, Business Building, Income Planning, Indexed Annuities, Individual (k), IRAs, Long-term Care, Mutual Funds, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, ROTH IRA, Sales, Sales & Marketing, Seminars, SEP IRA, Social Security
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science in Business Administration, Marketing
Pacific Life Insurance Company April 2012 - Present
SunAmerica Financial Group March 2011 - April 2012
Van Kampen Investments January 2004 - July 2010
Strong Capital Management August 2000 - January 2004
Stephens Inc. April 1999 - August 2000
Skills
Consultative Sales, Annuities, Fixed Annuities, Variable Annuities, Business Building, Income Planning, Indexed Annuities, Individual (k), IRAs, Long-term Care, Mutual Funds, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, ROTH IRA, Sales, Sales & Marketing, Seminars, SEP IRA, Social Security
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science in Business Administration, Marketing
Kenneth DeMarco's Van Kampen Investments Experience April 1997 - May 2010
Job Vice President Business Development Manager at Invesco, Ltd
Industry Financial Services
Experience
Invesco Ltd. April 1997 - Present
Morgan Stanley Investment Management 1997 - Present
Van Kampen Investments April 1997 - May 2010
Heritage Bank March 1996 - April 1997
Education
University of Illinois at Urbana-Champaign 1983 — 1988
BS, Economics, Anthropology
Invesco Ltd. April 1997 - Present
Morgan Stanley Investment Management 1997 - Present
Van Kampen Investments April 1997 - May 2010
Heritage Bank March 1996 - April 1997
Education
University of Illinois at Urbana-Champaign 1983 — 1988
BS, Economics, Anthropology
Thomas Rowley Thomas Rowley's Van Kampen Investments Experience 1996 - 2010
Job Executive Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. 1996 - Present
Van Kampen Investments 1996 - 2010
Putnam Investments 1992 - 1996
Kemper Securities 1989 - 1992
Kemper Financial 1986 - 1989
Skills
401k, Mutual Funds, Alternative Investments, Series 7, Separately Managed..., Series 63, Retirement, Investments
Education
University of Illinois at Urbana-Champaign
Invesco Ltd. 1996 - Present
Van Kampen Investments 1996 - 2010
Putnam Investments 1992 - 1996
Kemper Securities 1989 - 1992
Kemper Financial 1986 - 1989
Skills
401k, Mutual Funds, Alternative Investments, Series 7, Separately Managed..., Series 63, Retirement, Investments
Education
University of Illinois at Urbana-Champaign
Kimberly Bowens Kimberly Bowens's Van Kampen Investments Experience October 2002 - April 2005
Job Senior Service Manager at CT Corporation a Wolters Kluwer Company
Industry Banking
Experience
CT Corporation a Wolters Kluwer Company February 2013 - Present
People's Trust Federal Credit Union July 2007 - February 2013
People’s Trust Federal Credit Union July 2007 - February 2013
Capital One N.A May 2005 - July 2007
Van Kampen Investments October 2002 - April 2005
Hamilton Lewis Capital Management, Inc August 2001 - May 2002
America General Corporation October 1999 - August 2001
Bank United December 1998 - August 1999
NationsBank January 1994 - December 1998
Skills
Loans, Banking, Credit, Consumer Lending, Customer Service, Risk Management, Branch Banking, Credit Unions, Sales Management, Insurance, Negotiation, Leadership, Microsoft Office, Budgets, Call Centers, Management, Training, Human Resources, Credit Cards, Executive Management
Education
University of Houston 2010 — 2013
MBA, Business
Southwest CUNA Managment School 2010 — 2012
Credit Union Management
University of Phoenix 2004 — 2006
Bachelor of Science, Business/Management
CT Corporation a Wolters Kluwer Company February 2013 - Present
People's Trust Federal Credit Union July 2007 - February 2013
People’s Trust Federal Credit Union July 2007 - February 2013
Capital One N.A May 2005 - July 2007
Van Kampen Investments October 2002 - April 2005
Hamilton Lewis Capital Management, Inc August 2001 - May 2002
America General Corporation October 1999 - August 2001
Bank United December 1998 - August 1999
NationsBank January 1994 - December 1998
Skills
Loans, Banking, Credit, Consumer Lending, Customer Service, Risk Management, Branch Banking, Credit Unions, Sales Management, Insurance, Negotiation, Leadership, Microsoft Office, Budgets, Call Centers, Management, Training, Human Resources, Credit Cards, Executive Management
Education
University of Houston 2010 — 2013
MBA, Business
Southwest CUNA Managment School 2010 — 2012
Credit Union Management
University of Phoenix 2004 — 2006
Bachelor of Science, Business/Management
Anne Marie Thurston Anne Marie Thurston's Van Kampen Investments Experience June 1999 - March 2002
Job
Industry Financial Services
Experience
Nuveen Investments January 2008 - Present
Nuveen Investments May 2003 - January 2008
ING Financial Advisers April 2002 - May 2003
Van Kampen Investments June 1999 - March 2002
Skills
UCITS, Mutual Funds, Separately Managed..., Alternative Investments, ETFs, Closed-end Funds, Asset Managment, Investments, Hedge Funds, Fixed Income, Series 7, Investment Strategies, Asset Allocation, Equities, Securities, Wealth Management, Series 63, Portfolio Management, Investment Management, Investment Advisory, Trading, Institutional..., Asset Management, Fund Of Funds, Morningstar
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Science
Nuveen Investments January 2008 - Present
Nuveen Investments May 2003 - January 2008
ING Financial Advisers April 2002 - May 2003
Van Kampen Investments June 1999 - March 2002
Skills
UCITS, Mutual Funds, Separately Managed..., Alternative Investments, ETFs, Closed-end Funds, Asset Managment, Investments, Hedge Funds, Fixed Income, Series 7, Investment Strategies, Asset Allocation, Equities, Securities, Wealth Management, Series 63, Portfolio Management, Investment Management, Investment Advisory, Trading, Institutional..., Asset Management, Fund Of Funds, Morningstar
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Science
Celina Koscinski Celina Koscinski's Van Kampen Investments Experience November 2006 - April 2008
Job Client Relationship Manager and Supercuts Franchisee
Industry Financial Services
Experience
Adell, Harriman & Carpenter May 2008 - Present
Van Kampen Investments November 2006 - April 2008
Invesco 1997 - 2006
Skills
Management, Mutual Funds, Investments, Customer Service, Call Center, Bloomberg, Asset Allocation, Series 6, Call Centers, Financial Services, Finance, Analysis, Securities
Education
University of Houston 1988 — 1996
Bachelor of Science, Kinesiology
Adell, Harriman & Carpenter May 2008 - Present
Van Kampen Investments November 2006 - April 2008
Invesco 1997 - 2006
Skills
Management, Mutual Funds, Investments, Customer Service, Call Center, Bloomberg, Asset Allocation, Series 6, Call Centers, Financial Services, Finance, Analysis, Securities
Education
University of Houston 1988 — 1996
Bachelor of Science, Kinesiology
Ryan Hurley, CIMA® Ryan Hurley, CIMA®'s Van Kampen Investments Experience December 2003 - June 2008
Job Regional Sales Director at Franklin Square Capital Partners (WA,OR,AK)
Industry Financial Services
Experience
Franklin Square Capital Partners July 2012 - Present
Allianz March 2011 - July 2012
Allianz Life July 2008 - March 2011
Van Kampen Investments December 2003 - June 2008
Skills
Wealth Management, Pensions, Retirement, Retirement Planning, Series 7, Fixed Annuities, Insurance, Series 63, Investment Advisory, Strategic Financial..., Mutual Funds, Series 6, Asset Management
Education
University of Oregon 1993 — 1998
Bachelor of Science (B.S.), Psychology
Franklin Square Capital Partners July 2012 - Present
Allianz March 2011 - July 2012
Allianz Life July 2008 - March 2011
Van Kampen Investments December 2003 - June 2008
Skills
Wealth Management, Pensions, Retirement, Retirement Planning, Series 7, Fixed Annuities, Insurance, Series 63, Investment Advisory, Strategic Financial..., Mutual Funds, Series 6, Asset Management
Education
University of Oregon 1993 — 1998
Bachelor of Science (B.S.), Psychology
Lee Kessler's Van Kampen Investments Experience June 1998 - February 2001
Job Owner, Lee Kessler Communications, Inc., specializing in financial copywriting
Industry Writing and Editing
Experience
Lee Kessler Communications, Inc. February 2001 - Present
Van Kampen Investments June 1998 - February 2001
Northwestern University January 1997 - June 1998
Skills
Web Content, Newsletters, Annual Reports, Marketing Materials, Writing, Copywriting, Editing, Mutual Funds, Copy Editing, shareholder reports, mutual fund shareholder..., financial writing, Financial Writing, Marketing Communications, Music, Clarinet, Italian, Interviewing, Brochures, Corporate Communications, Marketing, Management, Interviews, Content Development, Publishing, Press Releases, Content Strategy, Blogging, Publications, Internal Communications, Editorial
Education
University of Pennsylvania 1988 — 1992
Bachelor's Degree, American History (with honors), Music
Shenendehowa High School
Lee Kessler Communications, Inc. February 2001 - Present
Van Kampen Investments June 1998 - February 2001
Northwestern University January 1997 - June 1998
Skills
Web Content, Newsletters, Annual Reports, Marketing Materials, Writing, Copywriting, Editing, Mutual Funds, Copy Editing, shareholder reports, mutual fund shareholder..., financial writing, Financial Writing, Marketing Communications, Music, Clarinet, Italian, Interviewing, Brochures, Corporate Communications, Marketing, Management, Interviews, Content Development, Publishing, Press Releases, Content Strategy, Blogging, Publications, Internal Communications, Editorial
Education
University of Pennsylvania 1988 — 1992
Bachelor's Degree, American History (with honors), Music
Shenendehowa High School
Elizabeth Willmore's Van Kampen Investments Experience 1995 - 1999
Job Chief Compliance Officer at AFAM Capital, Inc.
Industry Financial Services
Experience
AFAM Capital, Inc. May 2012 - Present
Presidio Financial Services November 2004 - May 2012
NFP Securities June 2001 - November 2004
TouchTrade, Inc. February 2001 - May 2001
AXA July 2000 - January 2001
Quantlab Financial August 1999 - May 2000
Van Kampen Investments 1995 - 1999
Education
University of Houston
BS, Psychology
West Brook
West Brook
AFAM Capital, Inc. May 2012 - Present
Presidio Financial Services November 2004 - May 2012
NFP Securities June 2001 - November 2004
TouchTrade, Inc. February 2001 - May 2001
AXA July 2000 - January 2001
Quantlab Financial August 1999 - May 2000
Van Kampen Investments 1995 - 1999
Education
University of Houston
BS, Psychology
West Brook
West Brook
Kyle Gillentine's Van Kampen Investments Experience December 1996 - January 1998
Job Development Lead at Halliburton
Industry Computer Software
Experience
Halliburton September 2012 - Present
Petris Technology January 2009 - September 2012
ZEH Software, Inc. (acquired by Petris Technology) January 1998 - December 2008
Van Kampen Investments December 1996 - January 1998
TeleCheck February 1995 - December 1996
Skills
Agile Methodologies, Microsoft SQL Server, Software Development, C++, Oracle, XML, Unix, Scrum, SQL, Software Design, Java, C#, Web Services, Eclipse, HTML, XSLT, Petrel/Ocean, MySQL, Tomcat, JavaScript, Subversion, jQuery, Qt, PHP, Oracle SQL, ActiveX, Bash, Eclipse RCP, OSGi, Multithreading
Education
University of Louisiana at Lafayette 1988 — 1993
Bachelor of Science (B.S.), Computer Science
Halliburton September 2012 - Present
Petris Technology January 2009 - September 2012
ZEH Software, Inc. (acquired by Petris Technology) January 1998 - December 2008
Van Kampen Investments December 1996 - January 1998
TeleCheck February 1995 - December 1996
Skills
Agile Methodologies, Microsoft SQL Server, Software Development, C++, Oracle, XML, Unix, Scrum, SQL, Software Design, Java, C#, Web Services, Eclipse, HTML, XSLT, Petrel/Ocean, MySQL, Tomcat, JavaScript, Subversion, jQuery, Qt, PHP, Oracle SQL, ActiveX, Bash, Eclipse RCP, OSGi, Multithreading
Education
University of Louisiana at Lafayette 1988 — 1993
Bachelor of Science (B.S.), Computer Science
Jeff Wick's Van Kampen Investments Experience June 2000 - April 2002
Job AVP, Relationship Management at Continuity Partners Group
Industry Financial Services
Experience
Continuity Partners Group September 2015 - Present
Feltl and Company December 2014 - July 2015
US Bancorp Investment Inc January 2010 - December 2014
Wells Fargo Investments July 2007 - January 2010
Federated Investors May 2002 - July 2007
Van Kampen Investments June 2000 - April 2002
Prudential 1998 - 2000
Education
University of Iowa 1993 — 1998
athletics
Manitowoc Lincoln High School 1989 — 1993
Continuity Partners Group September 2015 - Present
Feltl and Company December 2014 - July 2015
US Bancorp Investment Inc January 2010 - December 2014
Wells Fargo Investments July 2007 - January 2010
Federated Investors May 2002 - July 2007
Van Kampen Investments June 2000 - April 2002
Prudential 1998 - 2000
Education
University of Iowa 1993 — 1998
athletics
Manitowoc Lincoln High School 1989 — 1993
Tom Tyson's Van Kampen Investments Experience October 2000 - June 2010
Job Head of Investment Analysis at Invesco
Industry Financial Services
Experience
Invesco June 2010 - Present
Van Kampen Investments October 2000 - June 2010
Financial Research Corp 1996 - 2000
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science, Accountancy
Invesco June 2010 - Present
Van Kampen Investments October 2000 - June 2010
Financial Research Corp 1996 - 2000
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science, Accountancy
John Yovanovic's Van Kampen Investments Experience January 1993 - June 1999
Job Managing Director at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments March 2010 - Present
AIG Global Investment Group May 2000 - March 2010
Mentor Investment Advisors June 1999 - May 2000
Van Kampen Investments January 1993 - June 1999
Skills
Portfolio Management, Trading, High Yield, Hedge Funds, Alternative Investments, Fixed Income, Asset Management, Equities, Investment Management, Bloomberg, Investments, Mutual Funds, Emerging Markets, Asset Allocation, Bonds, Capital Markets, Investment Strategies
Education
University of Houston 1988 — 1991
Bachelor of Business Administration (BBA), Finance, General
PineBridge Investments March 2010 - Present
AIG Global Investment Group May 2000 - March 2010
Mentor Investment Advisors June 1999 - May 2000
Van Kampen Investments January 1993 - June 1999
Skills
Portfolio Management, Trading, High Yield, Hedge Funds, Alternative Investments, Fixed Income, Asset Management, Equities, Investment Management, Bloomberg, Investments, Mutual Funds, Emerging Markets, Asset Allocation, Bonds, Capital Markets, Investment Strategies
Education
University of Houston 1988 — 1991
Bachelor of Business Administration (BBA), Finance, General
Dave Niemi's Van Kampen Investments Experience January 1986 - October 1995
Job content director
Industry Marketing and Advertising
Experience
Blue Flame Thinking (formerly s2 Financial Marketing) November 2006 - Present
DDB Chicago September 2001 - November 2006
Financial Communications Consultant December 1999 - September 2001
Meindl & Associates October 1995 - December 1999
Van Kampen Investments January 1986 - October 1995
Skills
Outdoor Advertising, Integrated Marketing, Copywriting, Creative Direction, Digital Marketing, Direct Mail, Advertising, Direct Marketing, Email Marketing, Concept Development, Marketing Communications, Marketing, Interactive Marketing, Interactive Advertising, Strategy
Education
University of Illinois at Urbana-Champaign 1978 — 1982
BS, Advertising
Blue Flame Thinking (formerly s2 Financial Marketing) November 2006 - Present
DDB Chicago September 2001 - November 2006
Financial Communications Consultant December 1999 - September 2001
Meindl & Associates October 1995 - December 1999
Van Kampen Investments January 1986 - October 1995
Skills
Outdoor Advertising, Integrated Marketing, Copywriting, Creative Direction, Digital Marketing, Direct Mail, Advertising, Direct Marketing, Email Marketing, Concept Development, Marketing Communications, Marketing, Interactive Marketing, Interactive Advertising, Strategy
Education
University of Illinois at Urbana-Champaign 1978 — 1982
BS, Advertising
Peter Oliphant's Van Kampen Investments Experience May 2004 - January 2008
Job Vice President at First Trust
Industry Financial Services
Experience
First Trust April 2014 - Present
Invesco Ltd. February 2008 - March 2014
Van Kampen Investments (Morgan Stanley) February 2008 - June 2010
Van Kampen Investments May 2004 - January 2008
Skills
Mutual Funds
Education
University of North Carolina at Chapel Hill 1991 — 1995
BA, Industrial Relations
First Trust April 2014 - Present
Invesco Ltd. February 2008 - March 2014
Van Kampen Investments (Morgan Stanley) February 2008 - June 2010
Van Kampen Investments May 2004 - January 2008
Skills
Mutual Funds
Education
University of North Carolina at Chapel Hill 1991 — 1995
BA, Industrial Relations
Lynn Rodman's Van Kampen Investments Experience 1982 - 1990
Job Marketing and Product Consultant
Industry Financial Services
Experience
Fidelity Investments 2008 - Present
Fidelity Investments 1990 - 2008
Van Kampen Investments 1982 - 1990
Skills
Strategy, Product Management, Cross-functional Team..., Program Management, Financial Services, Marketing Strategy, Wealth Management
Education
University of Rhode Island
BA, Journalism, Marketing
Fidelity Investments 2008 - Present
Fidelity Investments 1990 - 2008
Van Kampen Investments 1982 - 1990
Skills
Strategy, Product Management, Cross-functional Team..., Program Management, Financial Services, Marketing Strategy, Wealth Management
Education
University of Rhode Island
BA, Journalism, Marketing
Christina Tyshenko's Van Kampen Investments Experience August 2005 - January 2009
Job Associate Vice President, Griffin Capital Securities
Industry Financial Services
Experience
Griffin Capital Securities, Inc May 2011 - Present
Priority Capital Group October 2010 - February 2011
Guggenheim Partners June 2009 - October 2010
Van Kampen Investments August 2005 - January 2009
Van Kampen Investments 2003 - 2005
Van Kampen Investments June 1999 - 2003
Scudder Investments 1997 - 1999
Skills
Securities, FINRA, Series 7, Mutual Funds, ETFs, Series 6, Series 63, Alternative Investments
Education
University of Iowa 1990 — 1994
Griffin Capital Securities, Inc May 2011 - Present
Priority Capital Group October 2010 - February 2011
Guggenheim Partners June 2009 - October 2010
Van Kampen Investments August 2005 - January 2009
Van Kampen Investments 2003 - 2005
Van Kampen Investments June 1999 - 2003
Scudder Investments 1997 - 1999
Skills
Securities, FINRA, Series 7, Mutual Funds, ETFs, Series 6, Series 63, Alternative Investments
Education
University of Iowa 1990 — 1994
Meaghan Frazier's Van Kampen Investments Experience October 2007 - October 2010
Job client services at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Van Kampen Investments October 2007 - October 2010
Global Outsource May 2004 - May 2006
Education
University of Mississippi 2003 — 2007
Bachelor of Business Adminstration, Marketing & Management
Invesco Ltd. June 2010 - Present
Van Kampen Investments October 2007 - October 2010
Global Outsource May 2004 - May 2006
Education
University of Mississippi 2003 — 2007
Bachelor of Business Adminstration, Marketing & Management
Kelly Apple's Van Kampen Investments Experience August 2002 - April 2010
Job Vice President Investment Management Consultant at BlackRock
Industry Investment Management
Experience
BlackRock November 2012 - Present
DWS Investments - Deutsche Bank Group April 2010 - November 2012
Van Kampen Investments August 2002 - April 2010
PM KeyPoint 2001 - 2002
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Separately Managed..., Series 65, ETFs, Asset Allocation, Asset Management, Investments
Education
IMCA
IMCA
University of Houston
BA, Political Science, Cum Laude
BlackRock November 2012 - Present
DWS Investments - Deutsche Bank Group April 2010 - November 2012
Van Kampen Investments August 2002 - April 2010
PM KeyPoint 2001 - 2002
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Separately Managed..., Series 65, ETFs, Asset Allocation, Asset Management, Investments
Education
IMCA
IMCA
University of Houston
BA, Political Science, Cum Laude
Laura Melze's Van Kampen Investments Experience May 2007 - February 2008
Job Project Manager
Industry Financial Services
Experience
Vice President at Chicago-based Global Asset Management and Financial Services Firm September 2008 - Present
Van Kampen Investments May 2007 - February 2008
Van Kampen Investments April 2002 - April 2007
Van Kampen Investments September 2000 - April 2002
Skills
Marketing Strategy, Marketing, Budgets, Sales, Marketing Communications, Business Development, Sales Operations, Management, Leadership, Project Management, Investments, Customer Service, Sales Presentations, Business Analysis, Team Building, Finance, Financial Services, Mutual Funds
Education
Lewis University 2006 — 2009
MBA
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Finance and Marketing
Vice President at Chicago-based Global Asset Management and Financial Services Firm September 2008 - Present
Van Kampen Investments May 2007 - February 2008
Van Kampen Investments April 2002 - April 2007
Van Kampen Investments September 2000 - April 2002
Skills
Marketing Strategy, Marketing, Budgets, Sales, Marketing Communications, Business Development, Sales Operations, Management, Leadership, Project Management, Investments, Customer Service, Sales Presentations, Business Analysis, Team Building, Finance, Financial Services, Mutual Funds
Education
Lewis University 2006 — 2009
MBA
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Finance and Marketing
Richard Smith, CCP, CBP, GRP, PHR, SHRM-CP's Van Kampen Investments Experience April 1992 - August 1998
Job Sr. Analyst International Compensation at Ensco plc
Industry Oil & Energy
Experience
Ensco plc February 2015 - Present
Saudi Aramco September 2012 - December 2014
Schlumberger February 2011 - August 2012
Smith International (a Schlumberger Company) April 2010 - February 2011
Weatherford January 2010 - March 2010
Baker Hughes August 2007 - September 2009
St. Luke's Health System October 2006 - August 2007
Halliburton September 2005 - October 2006
JPMorgan Chase August 1998 - August 2005
Van Kampen Investments April 1992 - August 1998
Skills
HRIS, HR Policies, Job Evaluation, Human Resources, Job Descriptions, Personnel Management, Compensation & Benefit, Employee Benefits, PeopleSoft, Compensation Structures, Recruiting, Salary, Performance Appraisal, Benefits Administration, Performance Management, Incentive Programs, SAP, Compensation, Training, Employee Relations, Hay Job Evaluation, GRP, Global Compensation, Factor Evaluation System, Executive Pay, New Hire Orientations, Talent Management, Employee Engagement, Cross-functional Team..., Talent Acquisition, Applicant Tracking..., Job Analysis, Succession Planning, Organizational..., HR Consulting, Workforce Planning, Temporary Placement, Onboarding, Expatriate Management, SAP HR, Labor Relations, Policy, Organizational Design, HR Transformation, Strategic HR, Hiring, Benchmarking, CCP, Compensation Planning, Compensation...
Education
University of Houston-Downtown 1992 — 1996
BBA
Ensco plc February 2015 - Present
Saudi Aramco September 2012 - December 2014
Schlumberger February 2011 - August 2012
Smith International (a Schlumberger Company) April 2010 - February 2011
Weatherford January 2010 - March 2010
Baker Hughes August 2007 - September 2009
St. Luke's Health System October 2006 - August 2007
Halliburton September 2005 - October 2006
JPMorgan Chase August 1998 - August 2005
Van Kampen Investments April 1992 - August 1998
Skills
HRIS, HR Policies, Job Evaluation, Human Resources, Job Descriptions, Personnel Management, Compensation & Benefit, Employee Benefits, PeopleSoft, Compensation Structures, Recruiting, Salary, Performance Appraisal, Benefits Administration, Performance Management, Incentive Programs, SAP, Compensation, Training, Employee Relations, Hay Job Evaluation, GRP, Global Compensation, Factor Evaluation System, Executive Pay, New Hire Orientations, Talent Management, Employee Engagement, Cross-functional Team..., Talent Acquisition, Applicant Tracking..., Job Analysis, Succession Planning, Organizational..., HR Consulting, Workforce Planning, Temporary Placement, Onboarding, Expatriate Management, SAP HR, Labor Relations, Policy, Organizational Design, HR Transformation, Strategic HR, Hiring, Benchmarking, CCP, Compensation Planning, Compensation...
Education
University of Houston-Downtown 1992 — 1996
BBA
Steven Marron's Van Kampen Investments Experience 2000 - 2002
Job Highly Experienced Senior Credit Officer looking for a new opportunity.
Industry Investment Banking
Experience
Allstate Investments 2002 - 2007
Antares Capital April 2002 - June 2002
Van Kampen Investments 2000 - 2002
harris bank 1995 - 2000
Heller Financial, Inc. 1987 - 1995
Huntington National Bank 1985 - 1987
Stifel, Nicolaus & Company 1982 - 1985
Prudential Capital 1975 - 1982
Lincoln National Life Insurance Company 1973 - 1975
Skills
Financial Modeling, Credit Analysis, LBO, Loans, Leveraged Finance, Syndications, Middle Market, Debt, Structuring, Portfolio Management, Underwriting, Private Placements, Origination, Negotiation, Loan Structuring, Capital Markets, Private Equity, Credit, Financial Structuring, Structured Finance, Loan Origination, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1971 — 1973
MBA, Finance
University of Illinois at Urbana-Champaign 1967 — 1971
BS, Mathematics
Allstate Investments 2002 - 2007
Antares Capital April 2002 - June 2002
Van Kampen Investments 2000 - 2002
harris bank 1995 - 2000
Heller Financial, Inc. 1987 - 1995
Huntington National Bank 1985 - 1987
Stifel, Nicolaus & Company 1982 - 1985
Prudential Capital 1975 - 1982
Lincoln National Life Insurance Company 1973 - 1975
Skills
Financial Modeling, Credit Analysis, LBO, Loans, Leveraged Finance, Syndications, Middle Market, Debt, Structuring, Portfolio Management, Underwriting, Private Placements, Origination, Negotiation, Loan Structuring, Capital Markets, Private Equity, Credit, Financial Structuring, Structured Finance, Loan Origination, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1971 — 1973
MBA, Finance
University of Illinois at Urbana-Champaign 1967 — 1971
BS, Mathematics
Barb Withers's Van Kampen Investments Experience January 2007 - June 2010
Job Senior Vice President, Manager, Channel Marketing at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2014 - Present
Nuveen Investments July 2013 - Present
Nuveen Investments June 2011 - July 2013
Invesco Ltd. June 2010 - June 2011
Van Kampen Investments January 2007 - June 2010
Van Kampen Investments September 1999 - December 2006
Van Kampen Investments January 1996 - September 1999
Van Kampen Investments December 1993 - January 1996
Kemper Financial Services August 1990 - October 1993
Skills
Marketing, Analysis, Market Planning, Campaigns, Closed-end Funds, Series 63, Series 7, Relationship Management, Mutual Funds, Asset Allocation, ETFs, Asset Managment, Alternative Investments, Series 24, Hedge Funds, Separately Managed..., Securities, Investments, Investment Advisory, Portfolio Management, Marketing Copy, Strategic Communications, Management, Team Leadership, Business Planning, Collaborative Problem..., Channel Optimization, Series 6, Strategy
Education
Wayne State University 1988 — 1990
MA, Communications
Wayne State University 1985 — 1987
BA, Communications
University of Michigan 1981 — 1985
Sociology, Eastern European Studies
Nuveen Investments July 2014 - Present
Nuveen Investments July 2013 - Present
Nuveen Investments June 2011 - July 2013
Invesco Ltd. June 2010 - June 2011
Van Kampen Investments January 2007 - June 2010
Van Kampen Investments September 1999 - December 2006
Van Kampen Investments January 1996 - September 1999
Van Kampen Investments December 1993 - January 1996
Kemper Financial Services August 1990 - October 1993
Skills
Marketing, Analysis, Market Planning, Campaigns, Closed-end Funds, Series 63, Series 7, Relationship Management, Mutual Funds, Asset Allocation, ETFs, Asset Managment, Alternative Investments, Series 24, Hedge Funds, Separately Managed..., Securities, Investments, Investment Advisory, Portfolio Management, Marketing Copy, Strategic Communications, Management, Team Leadership, Business Planning, Collaborative Problem..., Channel Optimization, Series 6, Strategy
Education
Wayne State University 1988 — 1990
MA, Communications
Wayne State University 1985 — 1987
BA, Communications
University of Michigan 1981 — 1985
Sociology, Eastern European Studies
Regan Muldoon's Van Kampen Investments Experience October 2006 - September 2008
Job Internal Sales Manager at John Hancock
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
John Hancock October 2008 - May 2011
Van Kampen Investments October 2006 - September 2008
Skills
Series 24, Series 7, Series 6, Series 63, Variable Products, Life & Health Insurance..., 401k, Mutual Funds, Retirement, Retirement Planning, Series 65, Asset Allocation, Variable Annuities, Separately Managed...
Education
The University of Kansas 2002 — 2006
Business
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
John Hancock October 2008 - May 2011
Van Kampen Investments October 2006 - September 2008
Skills
Series 24, Series 7, Series 6, Series 63, Variable Products, Life & Health Insurance..., 401k, Mutual Funds, Retirement, Retirement Planning, Series 65, Asset Allocation, Variable Annuities, Separately Managed...
Education
The University of Kansas 2002 — 2006
Business
Nadine Combe, MBA's Van Kampen Investments Experience 1997 - 2000
Job Analyst at Fayez Sarofim & Co.
Industry Financial Services
Experience
Fayez Sarofim & Co. September 2003 - Present
AIM Investments 2000 - 2003
Allmerica Financial 1998 - 2000
Van Kampen Investments 1997 - 2000
Skills
Valuation, Capital Markets, Financial Modeling, Financial Analysis
Education
University of Houston, C.T. Bauer College of Business
BBA, Finance
University of Houston, C.T. Bauer College of Business
MBA, Finance
Fayez Sarofim & Co. September 2003 - Present
AIM Investments 2000 - 2003
Allmerica Financial 1998 - 2000
Van Kampen Investments 1997 - 2000
Skills
Valuation, Capital Markets, Financial Modeling, Financial Analysis
Education
University of Houston, C.T. Bauer College of Business
BBA, Finance
University of Houston, C.T. Bauer College of Business
MBA, Finance
Bronwyn Skyvara's Van Kampen Investments Experience September 1987 - February 1995
Job
Industry Consumer Services
Experience
BMC Software August 2014 - Present
Carriage Services December 2012 - July 2014
Hewlett-Packard May 2011 - December 2012
Hewlett-Packard 2010 - 2011
Hewlett-Packard 2001 - 2010
Hewlett-Packard 1999 - 2001
Hewlett-Packard 1997 - 1999
American Bureau of Shipping May 1996 - February 1997
Hewlett-Packard February 1995 - May 1996
Van Kampen Investments September 1987 - February 1995
Skills
MBA, Process Improvement, Forecasting, Program Management, Financial Analysis, Managerial Finance, Strategic Planning, Mergers, Financial Reporting, Budgets, Business Intelligence, Sarbanes-Oxley Act, Financial Modeling, Financial Forecasting, Mergers & Acquisitions, Project Management, Business Planning, Variance Analysis, Essbase, Hyperion Enterprise, Business Process..., SAP, Business Analysis, Analysis, Dynamics GP
Education
Western Governors University 2009 — 2011
MBA, Management and Strategy
University of Phoenix 2002 — 2005
BSB, eBusiness
BMC Software August 2014 - Present
Carriage Services December 2012 - July 2014
Hewlett-Packard May 2011 - December 2012
Hewlett-Packard 2010 - 2011
Hewlett-Packard 2001 - 2010
Hewlett-Packard 1999 - 2001
Hewlett-Packard 1997 - 1999
American Bureau of Shipping May 1996 - February 1997
Hewlett-Packard February 1995 - May 1996
Van Kampen Investments September 1987 - February 1995
Skills
MBA, Process Improvement, Forecasting, Program Management, Financial Analysis, Managerial Finance, Strategic Planning, Mergers, Financial Reporting, Budgets, Business Intelligence, Sarbanes-Oxley Act, Financial Modeling, Financial Forecasting, Mergers & Acquisitions, Project Management, Business Planning, Variance Analysis, Essbase, Hyperion Enterprise, Business Process..., SAP, Business Analysis, Analysis, Dynamics GP
Education
Western Governors University 2009 — 2011
MBA, Management and Strategy
University of Phoenix 2002 — 2005
BSB, eBusiness
Brian Markey's Van Kampen Investments Experience 1996 - 1998
Job AVP National Sales at Cavanal Hill Investment Management
Industry Financial Services
Experience
Cavanal Hill Investment Management June 2009 - Present
Allstate Financial June 2007 - March 2009
Invesco Ltd. 2004 - 2007
Guaranty Bank 2001 - 2004
Van Kampen 1998 - 2001
Van Kampen Investments 1996 - 1998
Education
The University of Texas at Austin 1988 — 1991
Bachelors, English
Cavanal Hill Investment Management June 2009 - Present
Allstate Financial June 2007 - March 2009
Invesco Ltd. 2004 - 2007
Guaranty Bank 2001 - 2004
Van Kampen 1998 - 2001
Van Kampen Investments 1996 - 1998
Education
The University of Texas at Austin 1988 — 1991
Bachelors, English
Joseph Krogedal's Van Kampen Investments Experience 1997 - 2002
Job Associate at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management September 2002 - Present
Goldman Sachs September 2002 - Present
Van Kampen Investments 1997 - 2002
United Sates Army July 1988 - June 1995
Education
University of Montana 1985 — 1987
Business
Goldman Sachs Asset Management September 2002 - Present
Goldman Sachs September 2002 - Present
Van Kampen Investments 1997 - 2002
United Sates Army July 1988 - June 1995
Education
University of Montana 1985 — 1987
Business
Bill Provenzano's Van Kampen Investments Experience April 1983 - May 1999
Job Senior Vice President
Industry Banking
Experience
HomeTown Bank, N.A. June 2015 - Present
HomeTown Bank NA March 2011 - Present
Regions Bank November 2004 - April 2011
Invest Quest Financial Goup January 2003 - November 2004
AIM Funds June 1999 - November 2002
Van Kampen Investments April 1983 - May 1999
Skills
Budgets, Auditing, Series 7, Mutual Funds, Financial Analysis, Team Leadership, Business Development, Investments, Accounting, Banking, Business Process..., Cash Management, Commercial Lending, Credit, Finance, Financial Services, Insurance, Loans, Retirement Planning, Risk Management, Sales, Mortgage Lending, Commercial Banking, Credit Analysis, Small Business Lending, Loan Origination, Consumer Lending, Series 63, Portfolio Management, Series 6
Education
University of Houston
BBA, Business Administration
Mt. Carmel High
BBA, Finance, General
HomeTown Bank, N.A. June 2015 - Present
HomeTown Bank NA March 2011 - Present
Regions Bank November 2004 - April 2011
Invest Quest Financial Goup January 2003 - November 2004
AIM Funds June 1999 - November 2002
Van Kampen Investments April 1983 - May 1999
Skills
Budgets, Auditing, Series 7, Mutual Funds, Financial Analysis, Team Leadership, Business Development, Investments, Accounting, Banking, Business Process..., Cash Management, Commercial Lending, Credit, Finance, Financial Services, Insurance, Loans, Retirement Planning, Risk Management, Sales, Mortgage Lending, Commercial Banking, Credit Analysis, Small Business Lending, Loan Origination, Consumer Lending, Series 63, Portfolio Management, Series 6
Education
University of Houston
BBA, Business Administration
Mt. Carmel High
BBA, Finance, General
Chris McMeans's Van Kampen Investments Experience January 1999 - September 2006
Job Senior Equity Analyst at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. August 2008 - Present
Lighthouse Capital Management September 2006 - June 2008
Van Kampen Investments January 1999 - September 2006
Skills
Equity Research, Asset Management, Portfolio Management, Hedge Funds, Equities
Education
University of Houston 2003 — 2006
Masters, Business Administration
The University of Texas at Austin 1995 — 1998
Bachelor, Economics
Invesco Ltd. August 2008 - Present
Lighthouse Capital Management September 2006 - June 2008
Van Kampen Investments January 1999 - September 2006
Skills
Equity Research, Asset Management, Portfolio Management, Hedge Funds, Equities
Education
University of Houston 2003 — 2006
Masters, Business Administration
The University of Texas at Austin 1995 — 1998
Bachelor, Economics
Laura Rupsis's Van Kampen Investments Experience 1999 - 2005
Job Licensed Health Coach and CrossFit Trainer
Industry Health, Wellness and Fitness
Experience
Revolution Health Coach and Absolution Crossfit March 2015 - Present
Alliance Bernstein 2007 - Present
AllianceBernstein 2007 - March 2015
PLANCO/Hartford 2005 - 2007
Van Kampen Investments 1999 - 2005
Skills
Mutual Funds, Sales Presentations, Investments, Series 7, Sales, Series 63, New Business Development, Sales Management, Investment Advisory, Selling, Building Relationships, Wholesaling, Consultative Selling, Group Presentations, Customer Presentations, Territory Planning, Nutrition, Nutritional Counseling, Nutrition Education, Sports Nutrition, Lifestyle Coaching, Healthy Lifestyle, paleo diet, CrossFit, functional fitness
Education
University of Delaware 1989 — 1993
Bachelor of Science (BS), Education
University of Delaware 1989 — 1993
BS, Elementary Education
Institute of Integrative Nutrition
Certified Health Coach, Foods, Nutrition, and Wellness Studies, General
Revolution Health Coach and Absolution Crossfit March 2015 - Present
Alliance Bernstein 2007 - Present
AllianceBernstein 2007 - March 2015
PLANCO/Hartford 2005 - 2007
Van Kampen Investments 1999 - 2005
Skills
Mutual Funds, Sales Presentations, Investments, Series 7, Sales, Series 63, New Business Development, Sales Management, Investment Advisory, Selling, Building Relationships, Wholesaling, Consultative Selling, Group Presentations, Customer Presentations, Territory Planning, Nutrition, Nutritional Counseling, Nutrition Education, Sports Nutrition, Lifestyle Coaching, Healthy Lifestyle, paleo diet, CrossFit, functional fitness
Education
University of Delaware 1989 — 1993
Bachelor of Science (BS), Education
University of Delaware 1989 — 1993
BS, Elementary Education
Institute of Integrative Nutrition
Certified Health Coach, Foods, Nutrition, and Wellness Studies, General
Bob Kendall's Van Kampen Investments Experience June 1997 - December 2009
Job Head of Retail Distribution, Americas, Deutsche Asset & Wealth Managememt
Industry Financial Services
Experience
Deutsche Bank January 2010 - Present
Van Kampen Investments June 1997 - December 2009
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1996
Marketing
Deutsche Bank January 2010 - Present
Van Kampen Investments June 1997 - December 2009
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1996
Marketing
Greg Kyles, AAMS ®'s Van Kampen Investments Experience 1999 - 2005
Job Private Wealth Advisor
Industry Financial Services
Experience
Atlas Wealth Management February 2015 - Present
Compass Financial Group of Raymond James May 2012 - July 2014
John Hancock Retirement Plan Services September 2011 - February 2012
Edward Jones September 2009 - January 2011
Claymore Securities 2005 - 2009
Van Kampen Investments 1999 - 2005
Skills
401k, Retirement Plan..., 401k Rollovers, Annuities, Mutual Funds, Public Speaking, Consultative Selling, Portfolio Optimization
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
BBA, Marketing, Management Information Systems
Atlas Wealth Management February 2015 - Present
Compass Financial Group of Raymond James May 2012 - July 2014
John Hancock Retirement Plan Services September 2011 - February 2012
Edward Jones September 2009 - January 2011
Claymore Securities 2005 - 2009
Van Kampen Investments 1999 - 2005
Skills
401k, Retirement Plan..., 401k Rollovers, Annuities, Mutual Funds, Public Speaking, Consultative Selling, Portfolio Optimization
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
BBA, Marketing, Management Information Systems
Robert Mautz's Van Kampen Investments Experience 2003 - 2005
Job Client Service Analyst Fee Disclosure at VALIC
Industry Financial Services
Experience
Waste Management November 2012 - February 2013
Susan G. Komen for the Cure February 2010 - July 2012
Goode Company Restaurants 2006 - 2010
Van Kampen Investments 2003 - 2005
VCE, Inc January 1994 - January 1999
VCE, Inc. January 1991 - December 1993
Skills
Financial Analysis, Account Reconciliation, Mutual Funds, Accounts Payable, Accounting, Microsoft Excel, Accounts Receivable, Relationship Management, Securities, Investments, General Ledger, Revenue Analysis, Microsoft Office, Sales, Finance, PeopleSoft, Analysis, Management, Customer Service, Strategic Planning
Education
University of Houston, C.T. Bauer College of Business
Bachelor, Business Administration; Finance
Waste Management November 2012 - February 2013
Susan G. Komen for the Cure February 2010 - July 2012
Goode Company Restaurants 2006 - 2010
Van Kampen Investments 2003 - 2005
VCE, Inc January 1994 - January 1999
VCE, Inc. January 1991 - December 1993
Skills
Financial Analysis, Account Reconciliation, Mutual Funds, Accounts Payable, Accounting, Microsoft Excel, Accounts Receivable, Relationship Management, Securities, Investments, General Ledger, Revenue Analysis, Microsoft Office, Sales, Finance, PeopleSoft, Analysis, Management, Customer Service, Strategic Planning
Education
University of Houston, C.T. Bauer College of Business
Bachelor, Business Administration; Finance
Ryan Regan's Van Kampen Investments Experience October 1996 - October 1998
Job RVP at AXA Equitable
Industry Financial Services
Experience
AXA Equitable August 2008 - Present
Allstate Financial January 1998 - February 2008
Van Kampen Investments October 1996 - October 1998
Education
Trinity University 1992 — 1996
Bachelor of Science (B.S.), Finance and Financial Management Services
AXA Equitable August 2008 - Present
Allstate Financial January 1998 - February 2008
Van Kampen Investments October 1996 - October 1998
Education
Trinity University 1992 — 1996
Bachelor of Science (B.S.), Finance and Financial Management Services
Douglas Krodell's Van Kampen Investments Experience Techniocal Representative Sr.Invesco Funds2010 - Present
Job Unit Coordinator, Client Relations at Van Kampen Investments
Industry Financial Services
Experience
Van Kampen Investments Techniocal Representative Sr.Invesco Funds2010 - Present
Education
University of Phoenix 2007 — 2009
MIS, Information Science
University of Houston 1994 — 2002
Economics, Economics Math
Van Kampen Investments Techniocal Representative Sr.Invesco Funds2010 - Present
Education
University of Phoenix 2007 — 2009
MIS, Information Science
University of Houston 1994 — 2002
Economics, Economics Math
Michele Des Jardins's Van Kampen Investments Experience December 2008 - August 2010
Job Senior Portfolio Administrator at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Van Kampen Investments December 2008 - August 2010
Van Kampen Investments December 2002 - December 2008
Van Kampen October 1995 - December 2002
The Houston Post 1994 - April 1995
Skills
Investments, Mutual Funds, Account Reconciliation, Portfolio Management
Education
University of Houston-Downtown
Business, Marketing
Invesco Ltd. June 2010 - Present
Van Kampen Investments December 2008 - August 2010
Van Kampen Investments December 2002 - December 2008
Van Kampen October 1995 - December 2002
The Houston Post 1994 - April 1995
Skills
Investments, Mutual Funds, Account Reconciliation, Portfolio Management
Education
University of Houston-Downtown
Business, Marketing
Jay O'Brien's Van Kampen Investments Experience November 2005 - June 2010
Job Senior Regional Marketing Director, Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
J.P. Morgan Asset Management June 2010 - May 2014
Van Kampen Investments November 2005 - June 2010
Eaton Vance September 2004 - October 2005
Van Kampen Investments March 2000 - September 2004
OppenheimerFunds, Inc., Rochester Division January 1996 - February 2000
University of Rochester September 1993 - September 1998
Rochester Funds September 1994 - January 1996
Skills
Separately Managed..., Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, Series 7, Wealth Management, Investments, ETFs, Asset Management, Retirement Planning, Investment Strategies, Securities, Series 6, Equities, Investment Advisory, Fixed Income, Hedge Funds
Education
University of Rochester
The Albany Academy
Putnam Investments June 2014 - Present
J.P. Morgan Asset Management June 2010 - May 2014
Van Kampen Investments November 2005 - June 2010
Eaton Vance September 2004 - October 2005
Van Kampen Investments March 2000 - September 2004
OppenheimerFunds, Inc., Rochester Division January 1996 - February 2000
University of Rochester September 1993 - September 1998
Rochester Funds September 1994 - January 1996
Skills
Separately Managed..., Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, Series 7, Wealth Management, Investments, ETFs, Asset Management, Retirement Planning, Investment Strategies, Securities, Series 6, Equities, Investment Advisory, Fixed Income, Hedge Funds
Education
University of Rochester
The Albany Academy
Dan Chambers, CIMA®'s Van Kampen Investments Experience March 1997 - September 1999
Job Vice President Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2015 - Present
F-Squared Investments March 2014 - March 2015
Wells Fargo Advisors, LLC July 2008 - March 2014
Virtus Investment Partners October 2006 - July 2008
John Hancock Funds May 2003 - October 2006
INVESCO March 2002 - May 2003
J&W Seligman September 1999 - March 2002
Van Kampen Investments March 1997 - September 1999
Milliken & Company May 1990 - March 1997
Skills
Mutual Funds, Alternative Investments, Wealth Management, Separately Managed..., ETFs, Coaching, Practice Management, Series 7, Investments, Asset Allocation, Series 63, Asset Management, Securities
Education
Western Illinois University 1986 — 1990
Bachelor of Science (BS), Finance, General
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Nuveen Investments August 2015 - Present
F-Squared Investments March 2014 - March 2015
Wells Fargo Advisors, LLC July 2008 - March 2014
Virtus Investment Partners October 2006 - July 2008
John Hancock Funds May 2003 - October 2006
INVESCO March 2002 - May 2003
J&W Seligman September 1999 - March 2002
Van Kampen Investments March 1997 - September 1999
Milliken & Company May 1990 - March 1997
Skills
Mutual Funds, Alternative Investments, Wealth Management, Separately Managed..., ETFs, Coaching, Practice Management, Series 7, Investments, Asset Allocation, Series 63, Asset Management, Securities
Education
Western Illinois University 1986 — 1990
Bachelor of Science (BS), Finance, General
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Joe Chavosky's Van Kampen Investments Experience September 2008 - June 2010
Job Vice President Client Service Delivery Manager
Industry Financial Services
Experience
Northern Trust Corporation June 2014 - Present
Northern Trust Corporation July 2011 - June 2014
Invesco Ltd. June 2010 - July 2011
Van Kampen Investments September 2008 - June 2010
Northern Trust June 2002 - September 2008
Skills
Accounting, Mutual Funds, Securities, Asset Management, Fund Administration, Financial Analysis, Fund Accounting, Financial Services, Alternative Investments, Bloomberg
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science, Finance
Northern Trust Corporation June 2014 - Present
Northern Trust Corporation July 2011 - June 2014
Invesco Ltd. June 2010 - July 2011
Van Kampen Investments September 2008 - June 2010
Northern Trust June 2002 - September 2008
Skills
Accounting, Mutual Funds, Securities, Asset Management, Fund Administration, Financial Analysis, Fund Accounting, Financial Services, Alternative Investments, Bloomberg
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science, Finance
Darica Sewell's Van Kampen Investments Experience November 2001 - January 2002
Job Tech coordinator II at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless June 2005 - Present
Verizon Wireless August 2007 - August 2012
Verizon Wireless September 2002 - August 2012
Verizon Wireless September 2002 - June 2005
Van Kampen Investments November 2001 - January 2002
Telecheck Services Inc March 1999 - November 2001
Skills
Telecommunications, Wireless, Call Center, CDMA, Customer Satisfaction, Cellular Communications, LTE, VoIP, Troubleshooting, Customer Experience, EVDO, 4G, Customer Retention, Wireless Networking, CompTIA A+ Certification, Microsoft Office, Training
Education
University of Houston-Downtown
Verizon Wireless June 2005 - Present
Verizon Wireless August 2007 - August 2012
Verizon Wireless September 2002 - August 2012
Verizon Wireless September 2002 - June 2005
Van Kampen Investments November 2001 - January 2002
Telecheck Services Inc March 1999 - November 2001
Skills
Telecommunications, Wireless, Call Center, CDMA, Customer Satisfaction, Cellular Communications, LTE, VoIP, Troubleshooting, Customer Experience, EVDO, 4G, Customer Retention, Wireless Networking, CompTIA A+ Certification, Microsoft Office, Training
Education
University of Houston-Downtown
Christine Hopkins's Van Kampen Investments Experience 2002 - 2003
Job Client Relationship Associate at Pinnacle Wealth Management
Industry Financial Services
Experience
Pinnacle Wealth Management April 2013 - Present
Moser and Heier Financial Solutions - Royal Alliance Associates January 2006 - April 2013
Van Kampen Investments 2002 - 2003
Van Kampen Investments 2000 - 2003
Zurich Scudder Investments 1997 - 2000
Zurich Scudder Investments 1992 - 1997
Skills
Mutual Funds, 401k, Asset Allocation, Retirement Planning, Relationship Management, Alternative Investments, Securities, Customer Retention, Financial Services, Operations Management, Contract Management, Qualified Retirement..., Customer Service..., Contract Negotiation, Project Management, Microsoft Office, Sales Management, Sales&Marketing, CRM, Back Office, FundSERV, Variable Annuities, Fixed Annuities, Wealth Management, Compliance, Issue Resolution, Client Retention, Organization and Time..., DST
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Marketing And Management
Pinnacle Wealth Management April 2013 - Present
Moser and Heier Financial Solutions - Royal Alliance Associates January 2006 - April 2013
Van Kampen Investments 2002 - 2003
Van Kampen Investments 2000 - 2003
Zurich Scudder Investments 1997 - 2000
Zurich Scudder Investments 1992 - 1997
Skills
Mutual Funds, 401k, Asset Allocation, Retirement Planning, Relationship Management, Alternative Investments, Securities, Customer Retention, Financial Services, Operations Management, Contract Management, Qualified Retirement..., Customer Service..., Contract Negotiation, Project Management, Microsoft Office, Sales Management, Sales&Marketing, CRM, Back Office, FundSERV, Variable Annuities, Fixed Annuities, Wealth Management, Compliance, Issue Resolution, Client Retention, Organization and Time..., DST
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Marketing And Management
Carol Buttery's Van Kampen Investments Experience December 1997 - July 2004
Job Realtor with Keller Williams Realty, Inc.
Industry Real Estate
Experience
Keller Williams Realty, Inc. June 2015 - Present
Cigna March 2009 - June 2015
Mercury Insurance 2006 - 2008
Van Kampen Investments December 1997 - July 2004
Skills
Underwriting, Insurance, Research, Management, Customer Service, Claims Handling
Education
University of Houston 1987 — 1992
Bachelor of Science (BS), Hotel and Restaurant Management
St Thomas Episcopal 1984 — 1987
High School, Classical Studies
Keller Williams Realty, Inc. June 2015 - Present
Cigna March 2009 - June 2015
Mercury Insurance 2006 - 2008
Van Kampen Investments December 1997 - July 2004
Skills
Underwriting, Insurance, Research, Management, Customer Service, Claims Handling
Education
University of Houston 1987 — 1992
Bachelor of Science (BS), Hotel and Restaurant Management
St Thomas Episcopal 1984 — 1987
High School, Classical Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY