PlanMember Services
Industry: Company
DescriptionFounded: 1990 Subsidiaries: Scarborough Alliance Corporation,
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PlanMember Services Employees
Employee
Years
Job
Industry
Jane Sprague Jane Sprague's PlanMember Services Experience January 1997 - June 1997
Job Administrative Coordinator at Amgen
Industry Biotechnology
Experience
Amgen September 2012 - March 2014
Amgen March 2010 - June 2011
Allergan Medical January 1998 - October 2009
Inamed 1998 - 2009
Santa Barbara Business College June 1997 - December 1997
PlanMember Services January 1997 - June 1997
Lifenet, Inc. 1994 - 1996
Santa Barbara Savings & Loan 1982 - 1985
Cottage Health System 1980 - 1983
Skills
Microsoft Office, Spreadsheets, Administrative..., Invoicing, Confidentiality, Software Documentation, Microsoft Excel, PowerPoint, Quality Control, Customer Service, Coordination, Microsoft Word, FDA, Office Management, Event Planning, Administration, Cross-functional Team..., Medical Devices
Education
Madison Area Technical College 2000 — 2012
Associate's Degree, Administrative Professional
Madison Area Technical College
Certificate, Advanced Microsoft Office
Santa Barbara Business College
Diploma, Legal Office Administration
Bryant & Stratton College
Certificate, Word Processing
Bryant & Stratton College
Diploma, Medical Secretarial
New York Board of Continuing Education
Certificate, Basic Accounting
Amgen September 2012 - March 2014
Amgen March 2010 - June 2011
Allergan Medical January 1998 - October 2009
Inamed 1998 - 2009
Santa Barbara Business College June 1997 - December 1997
PlanMember Services January 1997 - June 1997
Lifenet, Inc. 1994 - 1996
Santa Barbara Savings & Loan 1982 - 1985
Cottage Health System 1980 - 1983
Skills
Microsoft Office, Spreadsheets, Administrative..., Invoicing, Confidentiality, Software Documentation, Microsoft Excel, PowerPoint, Quality Control, Customer Service, Coordination, Microsoft Word, FDA, Office Management, Event Planning, Administration, Cross-functional Team..., Medical Devices
Education
Madison Area Technical College 2000 — 2012
Associate's Degree, Administrative Professional
Madison Area Technical College
Certificate, Advanced Microsoft Office
Santa Barbara Business College
Diploma, Legal Office Administration
Bryant & Stratton College
Certificate, Word Processing
Bryant & Stratton College
Diploma, Medical Secretarial
New York Board of Continuing Education
Certificate, Basic Accounting
Arcadio Camacaro, MBA Arcadio Camacaro, MBA's PlanMember Services Experience 2006 - March 2014
Job Senior Accountant at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente March 2014 - Present
Planmember Services 2006 - March 2014
LALD, LLC DBA - DON PAN January 2003 - July 2006
SEMPRECA C & A BUSINESS SERVICES January 1999 - January 2000
GALINCA DE VENEZUELA January 1998 - January 1999
Skills
Accounting, Financial Analysis, Strategic Financial..., Finance, Auditing, Financial Modeling, Mutual Funds, Investments, Microsoft Excel, Risk Management, Asset Management, Due Diligence, Access, Insurance, Securities, Pivot Tables, Microsoft Office, Capital Budgeting, Account Reconciliation, External Audit, Bonds, Statistics, Stocks, Financial Planning
Education
California Lutheran University 2011 — 2013
MBA, Finance, 3.8
USM 1993 — 1998
Bachelor of Arts, Accounting/Business Economics, 3.4
Kaiser Permanente March 2014 - Present
Planmember Services 2006 - March 2014
LALD, LLC DBA - DON PAN January 2003 - July 2006
SEMPRECA C & A BUSINESS SERVICES January 1999 - January 2000
GALINCA DE VENEZUELA January 1998 - January 1999
Skills
Accounting, Financial Analysis, Strategic Financial..., Finance, Auditing, Financial Modeling, Mutual Funds, Investments, Microsoft Excel, Risk Management, Asset Management, Due Diligence, Access, Insurance, Securities, Pivot Tables, Microsoft Office, Capital Budgeting, Account Reconciliation, External Audit, Bonds, Statistics, Stocks, Financial Planning
Education
California Lutheran University 2011 — 2013
MBA, Finance, 3.8
USM 1993 — 1998
Bachelor of Arts, Accounting/Business Economics, 3.4
Tiffany Brambila Tiffany Brambila's PlanMember Services Experience February 2008 - Present
Job Fulfillment Associate at PlanMember Financial Corporation
Industry Financial Services
Experience
PlanMember Services February 2008 - Present
PlanMember Services February 2008 - Present
Blue Casa March 2007 - February 2008
Skills
Outlook, Customer Service, Microsoft Office, Accounts Payable, Microsoft Excel, Microsoft Word
Education
San Marcos High Schol
High School Diploma
Santa Barbara City College
PlanMember Services February 2008 - Present
PlanMember Services February 2008 - Present
Blue Casa March 2007 - February 2008
Skills
Outlook, Customer Service, Microsoft Office, Accounts Payable, Microsoft Excel, Microsoft Word
Education
San Marcos High Schol
High School Diploma
Santa Barbara City College
Mark Klein, Esq.'s PlanMember Services Experience February 1997 - March 2000
Job CEO at The Advisor Lab, LLC
Industry Financial Services
Experience
The Advisor Lab, LLC May 2009 - Present
Professional Capital Services January 2001 - Present
Dilworth Paxson LLP January 2001 - Present
PlanMember Services February 1997 - March 2000
Skills
Retirement, Mutual Funds, ERISA, Profit Sharing, Tax, Investments, 401k, Retirement Planning, Employee Benefits, Financial Advisory, Financial Planners, Asset Management, Investment Advisory, Investment Management, Financial Services, Series 63, Wealth Management, Asset Allocation, Wealth, Investment Strategies, ETFs, High Net Worth..., Pensions, Portfolio Management, Insurance, IRAs, Alternative Investments, Mergers & Acquisitions, 403 b
Education
Georgetown University Law Center 1985 — 1987
Doctor of Law (JD)
The George Washington University - School of Business 1980 — 1984
BBA, Finance
The Advisor Lab, LLC May 2009 - Present
Professional Capital Services January 2001 - Present
Dilworth Paxson LLP January 2001 - Present
PlanMember Services February 1997 - March 2000
Skills
Retirement, Mutual Funds, ERISA, Profit Sharing, Tax, Investments, 401k, Retirement Planning, Employee Benefits, Financial Advisory, Financial Planners, Asset Management, Investment Advisory, Investment Management, Financial Services, Series 63, Wealth Management, Asset Allocation, Wealth, Investment Strategies, ETFs, High Net Worth..., Pensions, Portfolio Management, Insurance, IRAs, Alternative Investments, Mergers & Acquisitions, 403 b
Education
Georgetown University Law Center 1985 — 1987
Doctor of Law (JD)
The George Washington University - School of Business 1980 — 1984
BBA, Finance
Kris Baines's PlanMember Services Experience February 1993 - June 1994
Job Speech Language Pathologist; District Manager, Arbonne International
Industry Medical Practice
Experience
Arbonne International December 2010 - Present
Kris Baines Speech Pathology February 2001 - Present
Children's Hospital Oakland Speech and Language Center August 1998 - March 2001
Children's Hospital Denver May 1998 - August 1998
Graduate Clinical Therapist, University of Colorado-Boulder, Communication Disorders Clinic June 1995 - December 1997
National Jewish Health July 1994 - July 1995
PlanMember Services February 1993 - June 1994
Skills
Speech Therapy, Early Intervention, Language Disorders, Apraxia, Articulation, Voice Disorders, Speech, Auditory Processing, Treatment, Pediatrics, Down Syndrome, Language Development, Early Childhood..., Clinical Research, Preschool, Healthcare, Cleft Palate, Cognition, Wellness
Education
University of Colorado Boulder 1995 — 1998
MA, Speech Language Pathology
Westmont College 1988 — 1992
BA, Communication Studies
Arbonne International December 2010 - Present
Kris Baines Speech Pathology February 2001 - Present
Children's Hospital Oakland Speech and Language Center August 1998 - March 2001
Children's Hospital Denver May 1998 - August 1998
Graduate Clinical Therapist, University of Colorado-Boulder, Communication Disorders Clinic June 1995 - December 1997
National Jewish Health July 1994 - July 1995
PlanMember Services February 1993 - June 1994
Skills
Speech Therapy, Early Intervention, Language Disorders, Apraxia, Articulation, Voice Disorders, Speech, Auditory Processing, Treatment, Pediatrics, Down Syndrome, Language Development, Early Childhood..., Clinical Research, Preschool, Healthcare, Cleft Palate, Cognition, Wellness
Education
University of Colorado Boulder 1995 — 1998
MA, Speech Language Pathology
Westmont College 1988 — 1992
BA, Communication Studies
Daniel St. Clair's PlanMember Services Experience May 2009 - Present
Job Product Development Specialist at PlanMember Services
Industry Financial Services
Experience
PlanMember Services May 2009 - Present
PlanMember Services May 2008 - May 2009
UCSB Bookstore June 2007 - March 2008
KCSB 91.9 FM January 2005 - January 2007
Sonoma Valley Hospital June 2004 - September 2004
Education
University of California, Santa Barbara 2004 — 2008
B.S., Financial Mathematics & Statistics
PlanMember Services May 2009 - Present
PlanMember Services May 2008 - May 2009
UCSB Bookstore June 2007 - March 2008
KCSB 91.9 FM January 2005 - January 2007
Sonoma Valley Hospital June 2004 - September 2004
Education
University of California, Santa Barbara 2004 — 2008
B.S., Financial Mathematics & Statistics
Kenneth Kahn's PlanMember Services Experience October 2010 - December 2012
Job Retirement Planner at Kenneth M Kahn Financial Services
Industry Financial Services
Experience
Kenneth M Kahn Financial Services January 1994 - Present
PlanMember Services October 2010 - December 2012
Advantage Financial/Great American Advisors 2003 - July 2010
Anderson and Associates/Santa Barbara CA June 1994 - June 2000
Skills
Retirement Planning, Fixed Annuities, Wealth Management, Retirement, 401k, Life Insurance, Term Life Insurance, Long Term Care Insurance, Customer Satisfaction, Manage Client..., Client Relations Skills, Client Development, Sales Process, Financial Services, Indexed Annuities, Annuity Sales, Income Protection, Finance, Investments, Asset Allocation, Insurance, Series 6, Securities, Pensions, Series 63, Small Business, Series 7, Disability Insurance, Strategic Financial..., Long-term Care, IRAs, Investment Advisory
Education
San Diego State University-California State University 1968 — 1972
MA, Telecommunications and Film
University of California, Santa Barbara 1960 — 1965
B. A. 1965, Theatre Arts
Kenneth M Kahn Financial Services January 1994 - Present
PlanMember Services October 2010 - December 2012
Advantage Financial/Great American Advisors 2003 - July 2010
Anderson and Associates/Santa Barbara CA June 1994 - June 2000
Skills
Retirement Planning, Fixed Annuities, Wealth Management, Retirement, 401k, Life Insurance, Term Life Insurance, Long Term Care Insurance, Customer Satisfaction, Manage Client..., Client Relations Skills, Client Development, Sales Process, Financial Services, Indexed Annuities, Annuity Sales, Income Protection, Finance, Investments, Asset Allocation, Insurance, Series 6, Securities, Pensions, Series 63, Small Business, Series 7, Disability Insurance, Strategic Financial..., Long-term Care, IRAs, Investment Advisory
Education
San Diego State University-California State University 1968 — 1972
MA, Telecommunications and Film
University of California, Santa Barbara 1960 — 1965
B. A. 1965, Theatre Arts
Jennifer Talmadge's PlanMember Services Experience 2004 - 2005
Job Legal Secretary/Paralegal at Seed Mackall LLP
Industry Legal Services
Experience
Speck & Aanestad P.C. 2008 - 2013
48STRAIGHT 2006 - 2008
PlanMember Services 2004 - 2005
Skills
Oral & Written..., Event Planning, Executive..., PC, Organization &..., Handle Confidential..., Appointment Scheduling, Proactive self-starter, Wordperfect
Education
Duke University Paralegal Certificate Program 2013 — 2014
Completed Paralegal Certificate Program February 2014, Scored 90% or higher in all areas of study.
Georgetown University 1992 — 1994
Master's degree, English Language and Literature, General
Duke University 1987 — 1991
Bachelor of Arts (BA), English Language and Literature, General
Speck & Aanestad P.C. 2008 - 2013
48STRAIGHT 2006 - 2008
PlanMember Services 2004 - 2005
Skills
Oral & Written..., Event Planning, Executive..., PC, Organization &..., Handle Confidential..., Appointment Scheduling, Proactive self-starter, Wordperfect
Education
Duke University Paralegal Certificate Program 2013 — 2014
Completed Paralegal Certificate Program February 2014, Scored 90% or higher in all areas of study.
Georgetown University 1992 — 1994
Master's degree, English Language and Literature, General
Duke University 1987 — 1991
Bachelor of Arts (BA), English Language and Literature, General
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