Bisys Retirement Services
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Bisys Retirement Services Employees
Underwriting Consultant June 2013 - Present
Aon Corporation November 2011 - September 2012
Gerber Life May 2006 - January 2010
The Guardian Life Insurance Company of America August 2004 - November 2005
BISYS Retirement Services May 2003 - July 2004
Kelly Services May 2002 - May 2003
Prudential Financial April 1997 - May 2002
United States Navy January 1982 - September 1988
United States Air Force December 1970 - November 1974
Skills
Insurance, Health, Underwriting, Disability Insurance, Employee Benefits, Claim, Brokers, Property & Casualty..., Reinsurance, Risk Management, Fixed Annuities, Claims Management, Accident, Financial Services, Workers Compensation, Liability, Finance, Legal Liability, Long-term Care, Call Centers, Retirement, Critical Illness, Strategic Financial..., Universal Life, Casualty, Whole Life, Financial Risk, Medicare, Health Savings Accounts, Professional Liability, Commercial Lines, Homeowners, Long Term Care Insurance, Employment Practices..., D&O, Financial Planners, 401k, Insurance Brokerage, Retirement Planning, Commercial Insurance, Permanent Life Insurance, IRAs, Umbrella Insurance, Inland Marine, Small Business, Management, Group Insurance, Portfolio Management, Pensions, Liability Analysis
Education
University of Alabama 1978 — 1982
Bachelors of Arts, Communications
University of Alabama
Masters, Communications
Ballard Spahr LLP March 2013 - Present
BofA Merrill Lynch August 2011 - March 2013
BofA Merrill Lynch February 2011 - August 2011
Merrill Lynch November 2007 - February 2011
BISYS Retirement Services September 2006 - November 2007
U.S. Department of Labor May 2004 - May 2006
Skills
Retirement, 401k, Financial Services, Mutual Funds, Defined Benefit, Pensions, ERISA, Securities, Employee Benefits, Qualified Retirement...
Education
Temple University - James E. Beasley School of Law 2012 — 2013
Graduate Certificate in Employee Benefits
Temple University - James E. Beasley School of Law 2003 — 2006
Juris Doctor, Law
Penn State University 1999 — 2003
Bachelor of Science, Labor & Industrial Relations
T. Rowe Price November 2005 - Present
BISYS Retirement Services February 2004 - November 2005
T. Rowe Price January 2000 - January 2004
T. Rowe Price August 1997 - December 1999
T. Rowe Price March 1995 - July 1997
T. Rowe Price March 1993 - February 1994
F.N. Wolfe and Company, Inc. July 1992 - February 1993
Skills
Mutual Funds, Series 7, Investments, Asset Allocation, Series 63, Securities, Lean Operations, Team Leadership, Leadership Development, Organizational..., Operations Management, Professional Mentoring, Strategic Leadership, Strategic Partnerships, Executive Management, Community Service, Executive Coaching, Community Outreach
Education
University of South Florida Muma College of Business 2015 — 2017
Doctorate of Business Administration
Randolph-Macon College 1988 — 1992
Bachelor of Science (B.S.), English Language and Literature/Letters
St. Pauls School for Boys 1978 — 1988
High School Diploma
Prairie River Home Care, Inc. January 2014 - Present
Prairie River Home Care, Inc. April 2012 - January 2014
Self Employed 2001 - January 2014
Convey Compliance Systems, Inc. October 2003 - May 2010
Bisys Retirement Services 2001 - 2003
Open Finance Technologies 1999 - 2001
Universal Pensions 1996 - 1999
Skills
Copywriting, Marketing Communications, Lead Generation, Graphic Design, Marketing, CRM, Web Design, B2B, Event Planning, Newsletters, Editing, Brochures, Layout, Graphics, Trade Shows
Education
Anoka Ramsey Community College 2011 — 2013
Associate of Arts (AA), Registered Nursing/Registered Nurse
St. Cloud State University 1991 — 1995
Mass Communications, Graphic Design
Bucks County Intermediate Unit #22 August 2015 - Present
Woods Services March 2014 - August 2015
Woods Services November 2012 - March 2014
Tri State Insulation November 2011 - January 2013
Professional Capital Services February 2011 - September 2011
Merrill Lynch February 2010 - December 2010
Merrill Lynch October 2007 - April 2010
Merrill Lynch January 2005 - October 2007
BISYS Retirement Services February 2004 - December 2004
BISYS Retirement Services February 2003 - February 2004
Education
La Salle University 2002 — 2013
Master of Education (M.Ed.), Elementary / Special Education
Temple University 1990 — 1994
B.S., Economics
Temple University 1990 — 1994
B.S., Finance
The Mills Family of Companies October 2010 - Present
Wolters Kluwer Financial Services March 2009 - November 2009
Wolters Kluwer Financial Services July 2007 - March 2009
Wolters Kluwer Financial Services December 2005 - June 2007
Convergent Retirement Plan Solutions April 2004 - December 2005
BISYS Retirement Services November 1993 - April 2004
Skills
Employee Benefits, Financial Services, Leadership, Risk Management, Mutual Funds, Process Improvement, Retirement, Management, Strategy, Training, Business Planning, Health Insurance, Program Management, Sales, Vendor Management, Enterprise Software, ERISA, Insurance, Retirement Planning, 401k, Product Management, Finance, Strategic Planning, Salesforce.com, Lean Six Sigma, Non-Qualified Deferred..., Accounting, Public Speaking, Advisory Boards
Education
Saint John's University 1989 — 1993
BA, Accounting, Management
MN State Senate September 2006 - Present
BISYS Retirement Services 2005 - 2007
Skills
Leadership, Time Management, Consulting, Strategic Planning, Social Media, Project Management, Management, Public Relations, Public Speaking, Government, Policy, Fundraising, Event Planning, Nonprofits, Strategic Communications, Research, Community Outreach, Leadership Development
Education
Hennepin Technical College 2014 — 2016
Automated Robotics Engineering, Robotics Technology, GPA: 4.0
Central Lakes College 1999 — 2003
Staples Motley
Wells Fargo Home Mortgage February 2015 - Present
Trissential November 2013 - February 2015
Landis+Gyr June 2009 - October 2013
Connie Cockriel-Collison Consulting October 2007 - June 2009
Connie Cockriel-Collison Consulting March 2000 - June 2009
Bisys Retirement Services June 2001 - October 2007
Metropolitan State University June 2000 - December 2004
Northwest Airlines 1977 - 2001
Skills
Project Management, Business Analysis, Business Strategy, Management, Process Improvement, Cross-functional Team..., Customer Service, Six Sigma, Technical Writing, Outstanding..., Business Writing, Program Management, Cost Accounting, Gap Analysis, Executive-level..., Corporate..., Cost Containment, Technical Strategy, Digital Strategy, Business Process..., IT Strategy, Integration, Strategy, Change Management, Leadership, Vendor Management, SDLC, Business Intelligence, Team Leadership
Education
Metropolitan State University
Master of Science (MS), Master of Science
Zimmer Dental May 2011 - Present
Abbott Laboratories March 2005 - May 2011
Imaging Path May 2004 - March 2005
ADP September 2003 - May 2004
BISYS Retirement Services March 2002 - September 2003
Skills
Lotus Notes, Access, Max, Cold Calling, Microsoft Excel, Sales, Marketing, Account Management, Training, Strategic Planning, New Business Development, Business Development, Budget, Sales Process, Sales Operations, Salesforce.com
Education
Cal Poly San Luis Obispo 1997 — 2001
Business Administration, Marketing
Genesys June 2013 - Present
Ascensus December 2007 - June 2013
Oconee Community Theatre 2008 - 2012
Riverside Bank March 2007 - November 2007
Bisys Retirement Services October 1994 - March 2007
Skills
Genesys Framework, IVR, Genesys, CTI, Avaya, ACD, Call Routing, Troubleshooting, GVP8-CIV, GVP8-DIV, GVP7-CIV, GVP7-DIV, CGE6, CGRP6, Workforce Management, Unix, Routing, Inbound Marketing, Contact Centers, Call Centers, Servers, Vendor Management, Software Installation, System Deployment, VoIP, Professional Services, Telecommunications, Telephony
Education
Pennsylvania Institute of Technology 1993 — 1994
AST, Computer Engineering Technology/Electronics Engineering Technology
Mansfield University of Pennsylvania 1987 — 1989
BSE, Secondary Education and Teaching
Haverford High School
Diploma, College Prep
Trenton State College
SEI September 2006 - Present
The MandMarblestone Group September 2004 - September 2006
BISYS Retirement Services February 2003 - September 2004
SEI January 2000 - December 2001
SEI 1998 - 2000
SEI 1996 - 1998
Skills
Mutual Funds, Relationship Management, Investments, Vendor Relationships, Account Management, Retirement, Financial Services, Project Implementation, Business Relationship..., Process Improvement, ERISA, Customer Service, Customer Relations, Wealth Management, CRM
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2012
MBA, Management
Temple University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance
TSC, Inc. June 2007 - Present
BISYS Retirement Services May 2002 - June 2007
Skills
401k, Retirement Planning, Profit Sharing, Retirement, ERISA, Pensions, Qualified Retirement..., Deferred Compensation, Employee Benefits, Defined Benefit, Retirement Plan..., Mutual Funds, Pension Administration, Defined Contribution, Series 63
Education
St. Cloud State University 1992 — 1998
Ascensus August 2012 - Present
Ascensus September 2008 - August 2012
BISYS Retirement Services 2005 - 2012
Ascensus (Formerly September 2007 - September 2008
Skills
File Management, Lotus Notes, Outlook, Database Administration, Customer Service, Finance, Call Center, Invoicing, Budgets, Microsoft Excel, Human Resources, Internet Explorer, Sales, Microsoft Word, PowerPoint, Movex, Accounting, Recruiting, Marketing, Contract Management, Employee Benefits, Coaching, Retirement, Defined Benefit, Business Analysis, 401k, Leadership, Vendor Management, Insurance, Account Management, Contract Negotiation, Mutual Funds, Payroll, Retirement Planning, Negotiation, Training, Process Improvement, Financial Services, Microsoft Office, Team Building, Sales Management, Change Management, Team Leadership, Pensions, Employee Relations, Sales Operations, Relationship Management, Project Management, New Business Development, Access
Education
Central Lakes College 2011 — 2012
AA, Generals, 3.75
St. Cloud Technical College 2000 — 2002
A.A.S, Sales & Management
St. Cloud State University 1999 — 2000
Generals, Business Management
East Stroudsburg University Alumni January 2011 - Present
Broadview Networks June 2006 - August 2010
Bisys Retirement Services November 2001 - August 2004
Skills
Oustanding Communication, Outstanding..., Energetics, Work in A Fast Paced..., Long-term Customer..., Dependent, Highly committed, Managing Accounts, Managing Workflow, Managing Associates, Coordination Skills, Coordinating Events, Special Events..., Management, Switches, Public Health
Education
East Stroudsburg University of Pennsylvania 2010 — 2012
B.S. Public Health, Health Services Administration, 3.413
Senior Cyber Services January 2011 - Present
The Pampered Chef 2007 - 2011
BISYS Retirement Services September 1999 - October 2001
Prudential Insurance August 1986 - October 1997
US Healthcare August 1983 - September 1986
Education
Bryn Athyn College of the New Church 1972 — 1976
BS, Philosophy, History, Education
BD Consulting Group April 2012 - July 2014
Ascensus February 2003 - September 2011
BISYS Retirement Services February 2001 - February 2003
BISYS Retirement Services September 1996 - February 2001
Skills
Visio, Risk Assessment, Disaster Recovery, Process Improvement, Mentoring, Root Cause Analysis, Software Project..., Team Building, Risk Management, Cross-functional Team..., Matrix Management, Vendor Management, Business Analysis, Creative Problem Solving, Project Planning, Project Delivery, Internal Communications, Communications Strategy, Business Communications, Training & Development, Client Service, Client Communications, Client Relationship..., Customer Service, Customer Satisfaction, Customer Focus, Time Management, Attention To Detail, Goal Oriented, Customer Interaction, Results Focused, Change Management, Program Management, Financial Services, Analysis, SDLC, Training, CRM, Project Management, Employee Training, Management, Leadership, Consulting, Business Process, Business Process..., Strategic Planning, Testing
Education
Albright College 1985 — 1989
BS, Mathematics
Penguin Random House September 2011 - Present
HarperCollins Publishers January 2008 - September 2011
AzureStream January 2002 - January 2009
Self-employed October 2005 - January 2008
Tyndale Company, Inc. 2006 - 2006
Bisys Retirement Services June 2002 - December 2004
Self-employed January 2001 - May 2002
The Sycamore Group November 2000 - December 2001
Inventa, Inc. February 2000 - October 2000
Xtend-Tech July 1999 - January 2000
Skills
SSIS, T-SQL, SQL Server, Databases, Stored Procedures, Database Development, Performance Tuning, Database Design, Relational Databases, ETL, Business Intelligence, SQL, SQL Tuning, Database Management, RDBMS, Data Integration, Database Administration, Microsoft SQL Server, Database Admin, DB2, MySQL, SDLC, Dimensional Modeling, Analysis Services, LINQ, Business Objects, Visio, SharePoint, Java Enterprise Edition, Java, DTS, Data Warehouse..., Software Project..., TFS, Testing, Data Architecture, Oracle, Enterprise Architecture, Data Quality, Business Intelligence..., Agile Methodologies
Education
University of Scranton 1989 — 1991
Pennsylvania State University - Worthington Campus 1988 — 1989
Independence Blue Cross March 2014 - Present
Merrill Lynch Retirement Group January 2007 - March 2014
The Vanguard Group February 2004 - November 2007
BISYS Retirement Services February 2002 - February 2004
GSI Commerce, Inc September 2000 - February 2002
Skills
ERISA, Investments, Microsoft Office, Mutual Funds, Project Management, Retirement Planning, Analysis, Financial Advisory, Financial Services, Portfolio Management, 401k, Sales, Relationship Management
Education
Morgan State University 1995 — 2000
Bachelor, Marketing
Lower Merion High School 1991 — 1995
MicroNet, Inc. February 2005 - Present
BISYS Retirement Services January 2000 - February 2005
Skills
Strategic Planning, Social Media Marketing, Marketing Strategy, Marketing Communications, Marketing, Product Management, Online Marketing, Start-ups, Strategic Partnerships, SaaS, Strategy, Sales, Customer Service, Training, Lead Generation, Advertising, Operations Management, Business Development, Team Building, Account Management, Selling, Leadership, Recruiting, Interviews
Education
Bemidji State University 1995 — 1998
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
TD Bank (Contractor) October 2014 - July 2015
Citi June 2011 - August 2014
Afilias 2007 - 2011
GMAC Bank (Contractor) June 2006 - January 2007
Pitcairn June 2005 - June 2006
BISYS Retirement Services February 2004 - May 2005
DMJM Harris August 1999 - August 2003
MBNA Bank N.A. August 1997 - January 1999
Skills
Banking, Credit, Loans, Investment Banking, Risk Management, Credit Analysis, Credit Risk, Financial Risk, Commercial Lending, Treasury, Accounts Receivable, Financial Analysis, Payments, Vendor Management, Process Improvement, Financial Services, Financial Modeling, Analysis, Management, Strategic Planning, Access, Project Management, Strategy, Accounts Payable, Data Analysis, Deadline Oriented, ERP, General Ledger, Microsoft Excel, Finance, Budgets, Financial Reporting, Auditing, Leadership, Account Reconciliation, Variance Analysis, Invoicing, Journal Entries, Accruals, Business Analysis, Forecasting, Cash Management, Accounting, Financial Statements, Credit Cards, Microsoft Office, Bank Reconciliation
Education
Penn State University 1991 — 1997
Bachelor of Science (BS), Accounting
Essentia Health September 2013 - Present
Glynlyon January 2012 - June 2013
Blessings Unlimited January 2011 - January 2012
Mills Automotive Group June 2010 - January 2012
Ascensus September 2007 - June 2010
BISYS Retirement Services August 2005 - September 2007
BISYS Retirement Services February 2005 - August 2005
BISYS Retirement Services September 2000 - February 2005
Universal Pensions, Inc. (UPI) September 1998 - September 2000
American Express Financial Advisors, Inc. March 1997 - September 1998
Skills
Coaching, Team Building, 401k, Strategic Planning, Retirement, Financial Services, Retirement Planning, Call Center, Social Media, Defined Contribution, New Business Development, Organizational..., Mutual Funds, Sales, Microsoft Office, Microsoft Excel, Leadership, Change Management, CRM, Call Centers, Business Development, Customer Service
Education
University of Minnesota Duluth
BA, Communication/Psychology
Dun and Bradstreet April 2013 - Present
Princeton University December 2012 - February 2013
IMS Health October 2012 - December 2012
United Health Group November 2010 - October 2012
Pitney Bowes May 2008 - April 2010
BISYS Retirement Services December 2003 - April 2008
Ascensus 2003 - 2008
State Street Bank September 1998 - March 2003
First Data Investor Services 1993 - 1998
Skills
Team Leadership, project management, Strategic Planning, Customer Relations, Analysis, Planning, Documentation, Risk, Process Improvement, Vendor Management, Project Planning, Problem Solving, Risk Management, Business Analysis, Cross-functional Team..., Operations Management, Vendor Relations, Team Building, SDLC, Project Management, Software Documentation, IT Management, Start-ups, Business Development, Leadership, Budgets, Training, Software Development, PMO, Business Process..., Program Management, Consulting
Education
The University of Chicago 1977 — 1979
MAT, Education
Kenyon College 1973 — 1977
Bachelor's Degree, Anthropolgy
Boston University
Project Management Certificate, Project Management
Fromm Electric Supply Corp January 2008 - Present
AWI September 2003 - January 2008
BISYS Retirement Services September 2002 - August 2004
First Energy January 1996 - August 2002
First Energy January 1996 - August 2002
Skills
Process Improvement, Business Analysis, Visio, Strategic Planning, Project Management, Software Project..., SharePoint, Customer Service, Team Building, Call Center, Microsoft Office, Access, Microsoft Excel, Team Leadership, Budgets, Call Centers, Leadership, Program Management, Training, Telecommunications, Management, Security, Forecasting, Vendor Management, Data Analysis, Strategy, Customer Satisfaction, Networking
Education
Villanova University 2006 — 2006
Certificate, Six Sigma Green Belt
Albright College 2001 — 2003
B.S., Information Systems Management
Ascensus August 2014 - Present
Ascensus July 2013 - August 2014
Ascensus January 2012 - July 2013
Ascensus July 2003 - January 2012
Bisys Retirement Services July 2000 - July 2003
Skills
.NET, C#, Microsoft SQL Server, ASP.NET, Visual Studio, T-SQL, JavaScript, Web Architecture, Design Patterns, AJAX, Sybase, SDLC, Web Development, SQL Server, ColdFusion, Web Services, Software Design, Application Architecture, jQuery, Sybase ASE, SQL, Team Leadership, Mentoring, TFS, Continuous Integration, TeamCity, Powershell, REST, Backbone.js, Node.js, Software Development, SOA, Database Design, IIS, Enterprise Architecture
Education
University of Pittsburgh 1995 — 2000
Bachelor of Science, Computer Science, Mathematics
Ascensus December 1999 - Present
BISYS RETIREMENT SERVICES 1999 - 2007
First Union December 1996 - December 1999
Education
Temple University - Fox School of Business and Management 1990 — 1995
BBA
Temple University 1990 — 1994
NutriSystem October 2005 - Present
BISYS Retirement Services 2000 - 2005
Verizon Wireless April 1997 - December 2000
Skills
Project Management, Process Improvement, Vendor Management, Call Center, Crystal Reports, Forecasting, Call Centers, Workforce Management, Budgets, Telecommunications, Quality Assurance, Leadership, Contact Centers, SDLC, Customer Retention, Sales, Team Building, Strategic Planning, Troubleshooting
Education
Saint Joseph's University 1988 — 1992
Bachelor of Science, Marketing
Midsouth Benefit Solutions, LLC February 2014 - Present
Chesapeake Benefit Partners at Pension Board - United Church of Christ March 2014 - August 2014
Chesapeake Benefit Partners at SunGard December 2013 - February 2014
SunGard Financial Systems 2013 - 2014
Chesapeake Benefit Partners at T. Rowe Price July 2013 - November 2013
Enterprise Iron Financial Industry Solutions, Inc. at TIAA-Cref October 2012 - November 2012
Pay(k)onnect March 2011 - September 2012
Chesapeake Benefit Partners at TIAA-Cref September 2006 - October 2008
Bisys Retirement Services April 2005 - May 2006
Global Project Evaluators, Inc June 2002 - March 2005
Skills
Process Improvement, Pensions, Retirement, Account Reconciliation, Business Analysis, Financial Services, Analysis, Requirements Analysis, Employee Benefits, Business Requirements, Mutual Funds, Requirements Gathering, Insurance, User Acceptance Testing, Management, 401k, SDLC, Program Management, CRM, OmniPlus, AdminWeb, SQL
Education
Villanova University 2013 — 2013
Master Certificate in Business Analysis, September 2013
David Lipscomb University 1987 — 1992
Bachelor's degree, Accounting
Nuveen Investments January 2011 - Present
First American Funds November 2008 - January 2011
Loon Race Team 2007 - 2010
Pioneer Funds Distributor March 2003 - November 2008
Pioneer Investments 2003 - 2008
Bisys Retirement Services March 2001 - May 2003
Citizens Securities, Inc. March 2000 - November 2001
Citizens Advisors 2000 - 2001
Scudder, Stevens & Clark 1995 - 1998
Scudder Investments 1995 - 1998
Skills
Investments, Leadership, Management, Morningstar, Mutual Funds, New Business Development, Relationship Management, Retirement, Sales Management, Series 7, Strategy, Alternative Investments, Asset Allocation, Investment Strategies, Series 63, Asset Management
Education
Roanoke College 1984 — 1988
BA, History
High School 1981 — 1984
HS
OneAmerica Financial Partners Inc. July 2014 - Present
ASPire Financial Services, LLC March 2013 - July 2014
USI Consulting Group April 2012 - March 2013
EPIC Advisors, Inc. December 2009 - February 2012
Wachovia Retirement Services June 2008 - November 2009
Wachovia August 2006 - June 2008
Towers Perrin October 2005 - August 2006
BISYS Retirement Services January 2004 - September 2005
GoInternet.com August 2003 - January 2004
Vanguard Group January 2001 - August 2003
Skills
Retirement, Project Management, ERISA, 401k, Relationship Management, Management, Leadership, Consulting, Coaching, Public Speaking, Training, Compliance, Microsoft Excel, Defined Contribution, Investments, Risk Management, Mutual Funds, Retirement Planning, Pensions, Analysis, Access, Business Planning, Series 63, Series 6, PowerPoint, Human Resources, Microsoft Word, Microsoft Powerpoint
Education
University of Pennsylvania 1992 — 1996
of Arts and Sciences Bachelors of Arts, International Relations
University City High School 1988 — 1992
Diploma, Mathematics & Sciences Magnet Program
Ascensus July 1995 - Present
Ascensus January 2000 - July 2013
Merrill Lynch January 1999 - January 2000
BISYS Retirement Services July 1995 - January 1999
BISYS Retirement Services January 1995 - January 1996
ADVANTA CORP January 1994 - July 1995
Skills
12 years focused on..., 16 years of 401k Record..., MS Access, Word, Excel,..., Project Plan / Design /..., Quality Control, Training, Customer / Client..., Process Improvement, Microsoft Excel, Call Centers, Project Planning, Testing, Leadership, Project Management, New Business Development, Business Process, Vendor Management, Business Analysis, Risk Management, Financial Services, 401k, Retirement, Management
Education
Bloomsburg University of Pennsylvania 1989 — 1993
Bachelors of Science, Management/Economics
Honesdale 1985 — 1989
Dickey Rural Networks April 2013 - Present
Ascensus September 2011 - April 2013
Dickey Rural Networks April 2005 - August 2011
BISYS Retirement Services April 2004 - April 2005
BISYS Retirement Services 1999 - 2005
Skills
ASP.NET, .NET, WCF, C#, VB.NET, Microsoft SQL Server, Visual Studio, T-SQL, Web Services, XML, ASP.NET MVC, SQL, SDLC
Education
Saint John's University 1995 — 1999
Bachelor of Arts, Computer Science
SunGard Financial Systems April 2014 - Present
Key Bank April 2011 - Present
Antaean Solutions January 2000 - Present
Fidelity Investments November 2005 - December 2010
National City Bank 2005 - 2005
BISYS Retirement Services 2003 - 2004
CDA Investment Technologies 1989 - 1993
Skills
Securities, Financial Services, Risk Management, Business Requirements, Wealth Management, Investments, Mutual Funds, Retirement, Business Analysis, Banking, Fixed Income, Portfolio Management, Asset Management
Education
University of Illinois at Urbana-Champaign 1974 — 1978
B S, Education
Greenfield High School
Ascensus October 1998 - Present
Ascensus April 2003 - February 2007
Bisys Retirement Services 2001 - April 2003
Bisys Retirement Services October 1998 - 2001
Polykote Corporation October 1993 - October 1998
Skills
Mutual Funds, 401k, Project Management, Management, Process Improvement, Budgets, Finance, Retirement, Risk Management, Time Management, Financial Services, Relationship Management, Analysis, Investments, Retirement Planning, Leadership, Employee Benefits
Education
Montgomery County Community College 2002 — 2009
Business Administration, Accounting, Management, Economics, Nutrition
NSS LabsI January 2013 - December 2013
Archimedes Systems August 2008 - July 2012
Convergent Retirement Plan Solutions, LLC February 2005 - August 2008
BISYS Retirement Services June 2001 - February 2005
Allstate 1990 - 1994
State Mutual 1987 - 1990
Prudential Insurance 1980 - 1985
Skills
401k, Retirement, Mutual Funds, Pensions, Retirement Planning, Relationship Management, Fixed Annuities, Asset Managment, Insurance, Asset Management, Portfolio Management, Financial Services, Employee Benefits, Financial Advisory
Education
University of Pennsylvania - The Wharton School 1980 — 1982
Business
Boehringer Ingelheim May 2011 - Present
Precision Funding Group November 2010 - May 2011
Advanta November 2010 - March 2011
Countrywide June 2007 - September 2008
Fidelity Mortgage Inc June 2004 - June 2007
Bisys Retirement Services June 2002 - June 2004
Skills
Sales Operations, Sales Management, CRM, Training, Negotiation, B2B, Direct Marketing, Customer Service, Finance, Budgets, Pharmaceutical Sales, Account Management, Pharmaceutical Industry, Human Resources, Sales, Sales Process, Leadership
Education
University of Scranton 2012 — 2014
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Kutztown University of Pennsylvania 1995 — 1999
BSBA, Marketing
Pfizer Pharmaceuticals December 2006 - Present
Wyeth December 2006 - October 2009
BISYS Retirement Services June 2004 - December 2006
Skills
Market Research, Budgets, Cross-functional Team..., Pharmaceutical Industry, Market Analysis, Competitive Analysis, Pharmaceutical Sales
Education
Cabrini College 2000 — 2004
BS, Finance
Notre Dame High School 1996 — 2000
Convergent Retirement Plan Solutions, LLC April 2004 - Present
Bisys Retirement Services December 1998 - March 2004
Norwest Investment Services October 1997 - November 1998
Travelers Express Company March 1983 - September 1997
Skills
Pensions, Mutual Funds, Retirement Planning, 401k, Retirement, Financial Services, Strategic Planning, Employee Benefits, Fixed Annuities, Wealth Management, Relationship Management, Project Management, Process Improvement, Business Analysis
Education
North Dakota State University 1979 — 1981
Alpha Systems September 2005 - Present
BISYS Retirement Services 2000 - 2005
Skills
SQL, Microsoft SQL Server, SharePoint, Disaster Recovery
Education
Kaplan University 2015 — 2017
Information Technology
Gwynedd-Mercy College
Lincoln Technical Institute-Philadelphia
Associate's degree, Electronics Technology
FPS Trust Company April 2013 - Present
SP Consulting November 2012 - April 2014
MG TRUST COMPANY June 2006 - November 2012
MATRIX SETTLEMENT & CLEARANCE SERVICES May 2003 - June 2006
BISYS RETIREMENT SERVICES June 2001 - May 2003
Plan Services Group July 1999 - June 2001
SCOTT G January 1997 - July 1999
Piper Trust Company 1992 - 1997
Skills
Business Planning, Trading, 401k, Management, Retirement, Financial Services, Mutual Funds, Budgets, ERISA, Trust Operations, Investments, Series 7, Pensions, Trust Services, Trust Management, IRAs, Leadership, Securities, Finance
Education
University of Minnesota Duluth 1984 — 1985
Business
duluth east 1981 — 1983
University of Minnesota
MicroNet August 2007 - Present
BISYS Retirement Services November 2000 - May 2005
Brainerd Lakes Area Chambers of Commerce/BLACC September 1999 - November 2001
Brainerd Family YMCA October 1995 - April 1999
Skills
Marketing Communications, Project Management, Marketing Strategy, Customer Service, Editing, Microsoft Office, Photoshop, Advertising, Account Management, Marketing, Strategic Planning, Online Advertising, SEO, Leadership, Email Marketing, Public Relations, Event Management, Graphic Design, WordPress, Online Marketing, Fundraising, Web Design, Strategy, Event Planning, Management
Education
The College of St. Scholastica
BA, Organizational Behavior
Wells Fargo Bank January 2007 - Present
BISYS Retirement Services January 2002 - January 2007
Education
Bemidji S 1994 — 1996
Bachelor's degree, Accounting
Mesabi Range Community and Technical College 1991 — 1993
Associate of Arts (AA), Accounting and Business/Management