ADP Retirement Services
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ADP Retirement Services Employees
Employee
Years
Job
Industry
Marc Colizzi Marc Colizzi's ADP Retirement Services Experience 2000 - 2005
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2005 - Present
ReMax Preferred January 2004 - December 2006
ADP/Scudder Retirement Services January 2000 - October 2005
ADP Retirement Services 2000 - 2005
Putnam Investments 1998 - 1999
Skills
ERISA, Employee Benefits, 401k, Relationship Management, Retirement, Financial Services, Mutual Funds, Pensions
Education
University of Massachusetts at Lowell 1993 — 1996
Bachelor of Science (B.S.), Marketing
University of Massachusetts, Amherst 1992 — 1993
Fidelity Investments November 2005 - Present
ReMax Preferred January 2004 - December 2006
ADP/Scudder Retirement Services January 2000 - October 2005
ADP Retirement Services 2000 - 2005
Putnam Investments 1998 - 1999
Skills
ERISA, Employee Benefits, 401k, Relationship Management, Retirement, Financial Services, Mutual Funds, Pensions
Education
University of Massachusetts at Lowell 1993 — 1996
Bachelor of Science (B.S.), Marketing
University of Massachusetts, Amherst 1992 — 1993
Melissa Pignatiello Melissa Pignatiello's ADP Retirement Services Experience November 2000 - September 2005
Job Retirement Plan Executive at ADP TotalSource
Industry Human Resources
Experience
ADP TotalSource March 2015 - Present
ADP TotalSource October 2011 - March 2015
ADP TotalSource June 2008 - October 2011
ADP TotalSource September 2005 - June 2008
ADP Retirement Services November 2000 - September 2005
Skills
ERISA, Employee Benefits, 401k, Benefits Administration, Retirement, Training, ADP Payroll, Deferred Compensation, Onboarding, Payroll
Education
University of New Hampshire 1994 — 1998
Bachelor of Arts (B.A.), Women's Studies
Wharton School, University of Pennsylvania
Designation, Retirement Plans Associate
ADP TotalSource March 2015 - Present
ADP TotalSource October 2011 - March 2015
ADP TotalSource June 2008 - October 2011
ADP TotalSource September 2005 - June 2008
ADP Retirement Services November 2000 - September 2005
Skills
ERISA, Employee Benefits, 401k, Benefits Administration, Retirement, Training, ADP Payroll, Deferred Compensation, Onboarding, Payroll
Education
University of New Hampshire 1994 — 1998
Bachelor of Arts (B.A.), Women's Studies
Wharton School, University of Pennsylvania
Designation, Retirement Plans Associate
Tina Doherty Tina Doherty's ADP Retirement Services Experience 2003 - 2005
Job Vice President, North America HR and Payroll Operations at State Street
Industry Financial Services
Experience
State Street April 2014 - Present
Fidelity Investments March 2005 - September 2013
ADP Retirement Services 2003 - 2005
Scudder Investments 2000 - 2003
Scudder Investments 1998 - 2000
Skills
Program Management, Investments, Strategic Planning, Series 6, Series 63, Leadership, Management, Business Development, Talent Developer, Innovation, Delivering Results, Job Coaching, Risk Management, Collaboration, Finance, Change Management, Talent Management, Executive Management, Cross-functional Team..., Business Analysis, Process Improvement, Vendor Management, Strategy, Business Process...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor of Science, Business Administration
Salem High School
State Street April 2014 - Present
Fidelity Investments March 2005 - September 2013
ADP Retirement Services 2003 - 2005
Scudder Investments 2000 - 2003
Scudder Investments 1998 - 2000
Skills
Program Management, Investments, Strategic Planning, Series 6, Series 63, Leadership, Management, Business Development, Talent Developer, Innovation, Delivering Results, Job Coaching, Risk Management, Collaboration, Finance, Change Management, Talent Management, Executive Management, Cross-functional Team..., Business Analysis, Process Improvement, Vendor Management, Strategy, Business Process...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor of Science, Business Administration
Salem High School
Chad Guzinski Chad Guzinski's ADP Retirement Services Experience April 2011 - October 2011
Job Business Development Midwest at Blue Ridge ESOP Associates
Industry Financial Services
Experience
Blue Ridge ESOP Associates October 2011 - Present
ADP Retirement Services April 2011 - October 2011
Digital Retirement Solutions August 2007 - May 2010
Great-West Life and Annuity Insurance Company September 2006 - June 2007
M&T Bank June 2005 - July 2006
American Funds June 2002 - January 2005
Skills
Strategy, Business Development, Sales, Strategic Planning, Retirement, Leadership, 401k, Negotiation, Employee Benefits
Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Business Administration and Management/Psychology
Blue Ridge ESOP Associates October 2011 - Present
ADP Retirement Services April 2011 - October 2011
Digital Retirement Solutions August 2007 - May 2010
Great-West Life and Annuity Insurance Company September 2006 - June 2007
M&T Bank June 2005 - July 2006
American Funds June 2002 - January 2005
Skills
Strategy, Business Development, Sales, Strategic Planning, Retirement, Leadership, 401k, Negotiation, Employee Benefits
Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Business Administration and Management/Psychology
Leon Sample Leon Sample's ADP Retirement Services Experience 2013 - Present
Job Compliance Specialist at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services 2013 - Present
ING (formerly CitiStreet) 2007 - 2012
Internal Revenue Service 2006 - 2007
Taxsimple 2003 - 2006
Cap Gemini Ernst & Young 2001 - 2002
McKay Hochman Co. Inc. 1992 - 2001
Skills
401k, ERISA, Pensions, Retirement, Retirement Planning, Relationship Management, Employee Benefits, Training, Defined Contribution, 403 b, Public Speaking, Writing, Account Management, Insurance, Management, Defined Benefit, Sales, Business Planning, Financial Services, Finance, Wealth Management, Investments, CRM, Program Management
Education
University of Missouri-Columbia, College of Business
BSBA, Accounting
ADP Retirement Services 2013 - Present
ING (formerly CitiStreet) 2007 - 2012
Internal Revenue Service 2006 - 2007
Taxsimple 2003 - 2006
Cap Gemini Ernst & Young 2001 - 2002
McKay Hochman Co. Inc. 1992 - 2001
Skills
401k, ERISA, Pensions, Retirement, Retirement Planning, Relationship Management, Employee Benefits, Training, Defined Contribution, 403 b, Public Speaking, Writing, Account Management, Insurance, Management, Defined Benefit, Sales, Business Planning, Financial Services, Finance, Wealth Management, Investments, CRM, Program Management
Education
University of Missouri-Columbia, College of Business
BSBA, Accounting
Booth Boughan Booth Boughan's ADP Retirement Services Experience January 2006 - August 2009
Job Regional Director at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management August 2009 - Present
ADP Retirement Services January 2006 - August 2009
Wyeth Pharmaceuticals January 2005 - February 2006
Education
University of Oklahoma 1999 — 2003
Goldman Sachs Asset Management August 2009 - Present
ADP Retirement Services January 2006 - August 2009
Wyeth Pharmaceuticals January 2005 - February 2006
Education
University of Oklahoma 1999 — 2003
Scott Lopez, MBA's ADP Retirement Services Experience September 2014 - Present
Job Retirement Plan Advisor at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services September 2014 - Present
ADP Retirement Services March 2012 - September 2014
ADP Retirement Services August 2005 - April 2012
AXA Equitable February 2004 - August 2005
Skills
401k, Mutual Funds, Investments, Asset Allocation, Group Leadership, Series 7, Series 63, Client Presentation, Microsoft Excel, Retirement, Strategic Financial..., Insurance, Finance, Defined Contribution, Management, Leadership, Customer Service, Retirement Planning, Financial Planning
Education
University of Louisville 2006 — 2008
MBA
University of Louisville 1999 — 2003
BS, Marketing
ADP Retirement Services September 2014 - Present
ADP Retirement Services March 2012 - September 2014
ADP Retirement Services August 2005 - April 2012
AXA Equitable February 2004 - August 2005
Skills
401k, Mutual Funds, Investments, Asset Allocation, Group Leadership, Series 7, Series 63, Client Presentation, Microsoft Excel, Retirement, Strategic Financial..., Insurance, Finance, Defined Contribution, Management, Leadership, Customer Service, Retirement Planning, Financial Planning
Education
University of Louisville 2006 — 2008
MBA
University of Louisville 1999 — 2003
BS, Marketing
Dounia Safi Dounia Safi's ADP Retirement Services Experience January 2009 - Present
Job at
Industry Human Resources
Experience
ADP 2012 - Present
ADP RETIREMENT SERVICES January 2009 - Present
ADP February 2007 - Present
ADP February 2007 - July 2009
ADP RETIREMENT SERVICES February 2007 - December 2008
CIGNA June 2006 - September 2006
Cigna Investment Management June 2006 - September 2006
The University of Scranton July 2004 - April 2006
Skills
Employee Benefits, Process Improvement, 401k, Retirement, ADP Payroll, Training, Leadership, Interviews, CRM, Employee Relations, Management, Sales, Benefits Administration, Call Centers, Sales Operations, Budgets
Education
University of Scranton 2002 — 2006
Bachelor of Science (BS), International/Global Studies
University of Scranton 2002 — 2006
B.S, International Studies; International Business
FOREIGN STUDY: Kanagawa University 2005 — 2005
ADP 2012 - Present
ADP RETIREMENT SERVICES January 2009 - Present
ADP February 2007 - Present
ADP February 2007 - July 2009
ADP RETIREMENT SERVICES February 2007 - December 2008
CIGNA June 2006 - September 2006
Cigna Investment Management June 2006 - September 2006
The University of Scranton July 2004 - April 2006
Skills
Employee Benefits, Process Improvement, 401k, Retirement, ADP Payroll, Training, Leadership, Interviews, CRM, Employee Relations, Management, Sales, Benefits Administration, Call Centers, Sales Operations, Budgets
Education
University of Scranton 2002 — 2006
Bachelor of Science (BS), International/Global Studies
University of Scranton 2002 — 2006
B.S, International Studies; International Business
FOREIGN STUDY: Kanagawa University 2005 — 2005
Lisa Huang Sherr, MBA Lisa Huang Sherr, MBA's ADP Retirement Services Experience June 2007 - June 2008
Job
Industry Computer Software
Experience
The Chronicle of Higher Education December 2013 - Present
ADP July 2009 - November 2013
ADP, Major Accounts Services July 2008 - June 2009
ADP, Retirement Services June 2007 - June 2008
Pfizer Inc. May 2006 - August 2006
LinkShare Corporation July 2002 - June 2005
Credit Suisse First Boston July 2000 - June 2002
Time Inc. June 1999 - August 1999
Skills
Strategic Planning, Corporate Development, Business Development, Strategic Partnerships, Strategy, Marketing Strategy, Business Analysis, Competitive Analysis, Employer Branding, Recruitment Advertising, Marketing Communications, Social Media Marketing, Digital Marketing, Vendor Management, Change Management, Project Management, Process Improvement, Corporate Finance, Financial Analysis, Talent Management, Analytics, Professional Mentoring, Mergers & Acquisitions, Management, Recruiting, Entrepreneurship, E-commerce
Education
University of Pennsylvania - The Wharton School
MBA, 2007, Strategic Management and Marketing
University of Pennsylvania - The Wharton School
B.S. in Economics, 2000, Finance and Marketing, Minor in East Asian Studies
The Chronicle of Higher Education December 2013 - Present
ADP July 2009 - November 2013
ADP, Major Accounts Services July 2008 - June 2009
ADP, Retirement Services June 2007 - June 2008
Pfizer Inc. May 2006 - August 2006
LinkShare Corporation July 2002 - June 2005
Credit Suisse First Boston July 2000 - June 2002
Time Inc. June 1999 - August 1999
Skills
Strategic Planning, Corporate Development, Business Development, Strategic Partnerships, Strategy, Marketing Strategy, Business Analysis, Competitive Analysis, Employer Branding, Recruitment Advertising, Marketing Communications, Social Media Marketing, Digital Marketing, Vendor Management, Change Management, Project Management, Process Improvement, Corporate Finance, Financial Analysis, Talent Management, Analytics, Professional Mentoring, Mergers & Acquisitions, Management, Recruiting, Entrepreneurship, E-commerce
Education
University of Pennsylvania - The Wharton School
MBA, 2007, Strategic Management and Marketing
University of Pennsylvania - The Wharton School
B.S. in Economics, 2000, Finance and Marketing, Minor in East Asian Studies
Drew Gehring's ADP Retirement Services Experience March 2004 - March 2006
Job Managing Director Retirement Services at MassMutual
Industry Financial Services
Experience
MassMutual Retirement Services March 2006 - Present
ADP Retirement Services March 2004 - March 2006
National Bank of Commerce March 2003 - December 2003
New York Life Investment Management/ Mainstay October 2000 - November 2002
COVA (acquired by MetLife Investors) May 1999 - October 2000
1717 Capital Management February 1998 - April 1999
Edward Jones February 1996 - February 1998
Education
University of Mississippi 1988 — 1993
Ole Miss
B.A, Education and Sociology
University of Mississippi- Ole Miss
M.A, Education and Psychology
MassMutual Retirement Services March 2006 - Present
ADP Retirement Services March 2004 - March 2006
National Bank of Commerce March 2003 - December 2003
New York Life Investment Management/ Mainstay October 2000 - November 2002
COVA (acquired by MetLife Investors) May 1999 - October 2000
1717 Capital Management February 1998 - April 1999
Edward Jones February 1996 - February 1998
Education
University of Mississippi 1988 — 1993
Ole Miss
B.A, Education and Sociology
University of Mississippi- Ole Miss
M.A, Education and Psychology
Thomas Leclair's ADP Retirement Services Experience March 2008 - Present
Job Director Workflow Analysis & Process Improvement at ADP
Industry Financial Services
Experience
ADP Retirement Services March 2008 - Present
ADP Retirement Services January 2007 - March 2008
ADP Retirement Services January 2002 - January 2007
Skills
Retirement, Process Improvement, Securities, Mutual Funds, Employee Benefits, Investments, Strategy, Project Management, Leadership, Management, Account Management, Business Development
Education
University of New Hampshire 1990 — 1995
Bachelor, Sociology
ADP Retirement Services March 2008 - Present
ADP Retirement Services January 2007 - March 2008
ADP Retirement Services January 2002 - January 2007
Skills
Retirement, Process Improvement, Securities, Mutual Funds, Employee Benefits, Investments, Strategy, Project Management, Leadership, Management, Account Management, Business Development
Education
University of New Hampshire 1990 — 1995
Bachelor, Sociology
Rebecca Hatch's ADP Retirement Services Experience March 2005 - February 2007
Job Team Leader at Mercer
Industry Financial Services
Experience
Mercer 2007 - Present
ADP Retirement Services March 2005 - February 2007
Financial Engines 2007 - 2007
Education
University of Massachusetts, Amherst 1992 — 1996
BS, Natural Resources
Mercer 2007 - Present
ADP Retirement Services March 2005 - February 2007
Financial Engines 2007 - 2007
Education
University of Massachusetts, Amherst 1992 — 1996
BS, Natural Resources
Daniel Mistretta's ADP Retirement Services Experience June 2009 - April 2010
Job Business Development Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2014 - Present
CoreCommodity Management(Formerly Jefferies) April 2010 - July 2014
ADP Retirement Services June 2009 - April 2010
IndexIQ September 2008 - January 2009
Marcus & Millichap August 2006 - May 2008
Legg Mason December 2004 - August 2006
Susquehanna International Group April 1999 - December 2004
MCI Worldcom September 1997 - April 1999
Skills
ETFs, Series 7, Alternative Investments, Bloomberg, Series 63, Options, Reuters, Works well in a team, Equity Trading, Derivatives, Trading, FINRA, Account Management, Capital Markets, Financial Markets, Mutual Funds, Fixed Income, Equities, Trading Systems, Bonds, Hedge Funds, Equity Derivatives, Securities, Bloomberg Terminal, Microsoft Excel, Microsoft Word, US Equities, Direct Sales, Finance, Sales, Marketing
Education
University of South Carolina-Columbia 1992 — 1997
Don Bosco 1988 — 1992
Legg Mason July 2014 - Present
CoreCommodity Management(Formerly Jefferies) April 2010 - July 2014
ADP Retirement Services June 2009 - April 2010
IndexIQ September 2008 - January 2009
Marcus & Millichap August 2006 - May 2008
Legg Mason December 2004 - August 2006
Susquehanna International Group April 1999 - December 2004
MCI Worldcom September 1997 - April 1999
Skills
ETFs, Series 7, Alternative Investments, Bloomberg, Series 63, Options, Reuters, Works well in a team, Equity Trading, Derivatives, Trading, FINRA, Account Management, Capital Markets, Financial Markets, Mutual Funds, Fixed Income, Equities, Trading Systems, Bonds, Hedge Funds, Equity Derivatives, Securities, Bloomberg Terminal, Microsoft Excel, Microsoft Word, US Equities, Direct Sales, Finance, Sales, Marketing
Education
University of South Carolina-Columbia 1992 — 1997
Don Bosco 1988 — 1992
Dustin Stadel's ADP Retirement Services Experience June 2014 - Present
Job Regional Channel Manager 401k External Wholesaler
Industry Financial Services
Experience
ADP Retirement Services June 2014 - Present
ADP Retirement Services February 2010 - May 2014
RiverSource/Ameriprise Financial March 2008 - January 2009
Banc of America Investments/Bank of America January 2005 - March 2008
Smith Barney/Citigroup October 2000 - January 2005
Abbott Laboratories July 1996 - October 2000
E&J Gallo Winery June 1993 - July 1996
Skills
Sales, Strategic Financial..., New Business Development, Strategic Planning, Marketing, Series 7, Series 63, Retirement Benefits, 401k, Financial Advisory, Account Management, Territory Management, Territory Development, Mutual Funds, Fixed Annuities, Variable Annuities, Channel Partners, Salesforce Training, Sales Rep Training, SPIN Selling, FUSION Presentation..., Quality Sales Call...
Education
University of Oregon 1989 — 1993
Bachelors, Political Science
ADP Retirement Services June 2014 - Present
ADP Retirement Services February 2010 - May 2014
RiverSource/Ameriprise Financial March 2008 - January 2009
Banc of America Investments/Bank of America January 2005 - March 2008
Smith Barney/Citigroup October 2000 - January 2005
Abbott Laboratories July 1996 - October 2000
E&J Gallo Winery June 1993 - July 1996
Skills
Sales, Strategic Financial..., New Business Development, Strategic Planning, Marketing, Series 7, Series 63, Retirement Benefits, 401k, Financial Advisory, Account Management, Territory Management, Territory Development, Mutual Funds, Fixed Annuities, Variable Annuities, Channel Partners, Salesforce Training, Sales Rep Training, SPIN Selling, FUSION Presentation..., Quality Sales Call...
Education
University of Oregon 1989 — 1993
Bachelors, Political Science
Lisa O'Toole's ADP Retirement Services Experience 1998 - 2006
Job Project Manager at CGI
Industry Information Technology and Services
Experience
CGI December 2006 - Present
Scudder / Deutsche Bank / ADP Retirement Services 1998 - 2006
ADP Retirement Services 1998 - 2006
Education
University of Maine
BS, Business Administration
CGI December 2006 - Present
Scudder / Deutsche Bank / ADP Retirement Services 1998 - 2006
ADP Retirement Services 1998 - 2006
Education
University of Maine
BS, Business Administration
Ray Kinzer's ADP Retirement Services Experience 2006 - Present
Job Senior Retirement Plan Consultant Helping Participants and Plan Sponsors Navigate the Savings Path to Retirement
Industry Financial Services
Experience
ADP Retirement Services 2006 - Present
ADP 1999 - 2006
Peak Performance Consulting 1987 - 1999
U. S. Steel 1980 - 1987
Education
University of Pittsburgh 1976 — 1980
BS, Engineering
West Virginia University 1980 — 1986
MBA, Management
ADP Retirement Services 2006 - Present
ADP 1999 - 2006
Peak Performance Consulting 1987 - 1999
U. S. Steel 1980 - 1987
Education
University of Pittsburgh 1976 — 1980
BS, Engineering
West Virginia University 1980 — 1986
MBA, Management
Pamela Fremont's ADP Retirement Services Experience April 2009 - Present
Job Manager Participant Call Center at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services April 2009 - Present
Putnam Investments March 2004 - April 2005
Education
University of Massachusetts at Lowell 1989 — 1993
Bachelors, Sociology, Minor psychology
ADP Retirement Services April 2009 - Present
Putnam Investments March 2004 - April 2005
Education
University of Massachusetts at Lowell 1989 — 1993
Bachelors, Sociology, Minor psychology
Chad Vander Velde's ADP Retirement Services Experience January 2012 - January 2015
Job Financial Services Professional
Industry Financial Services
Experience
ADP Retirement Services January 2012 - January 2015
ADP Retirement Service August 2009 - January 2012
ADP Retirement Services January 2008 - August 2009
ADP Retirement Services Sales June 2006 - January 2008
Education
University of Michigan 1994 — 1996
Bachelor’s Degree, Business Administration and Management
ADP Retirement Services January 2012 - January 2015
ADP Retirement Service August 2009 - January 2012
ADP Retirement Services January 2008 - August 2009
ADP Retirement Services Sales June 2006 - January 2008
Education
University of Michigan 1994 — 1996
Bachelor’s Degree, Business Administration and Management