Ascensus Company
Industry: Financial services company
DescriptionAscensus, LLC., founded in 1975 and based in Dresher, Pennsylvania, is the nation’s largest independent retirement and college savings services provider, with more than $163 billion in assets under administration. The firm also offers administration, education, and compliance services to banking institutions. Headquarters: Dresher, Pennsylvania, United States Revenue: 302.5 million USD (2016) Number of employees: 2,400 (2018) Chief information officer: John Schroeder (Information Technology) Subsidiaries: Avintus, LLC, SES Advisors, Inc., Parent organization: AqGen Ascensus, Inc.
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Ascensus Employees
Employee
Years
Job
Industry
Michael Aaronson Michael Aaronson's Ascensus Experience 2010 - 2015
Job Director, Relationship Management at Ascensus
Industry Financial Services
Experience
Ascensus 2010 - 2015
Ascensus January 2010 - June 2011
Ascensus February 2005 - December 2009
Creative Financial Group 2004 - 2004
Vanguard 1993 - 2002
State Street 1987 - 1993
Skills
Relationship Management, Mutual Funds, Management, Retirement, Financial Services, Finance, Asset Management, Asset Allocation, Process Improvement, Vendor Management, Investments, Securities, Series 63, Institutional Relations, Retirement Solutions, Defined Benefit, Defined Contribution, 401k, Record Keeping
Education
Boston University - School of Management 1988 — 1991
Master of Business Administration (M.B.A.), Management
University of California, Los Angeles 1981 — 1985
Bachelor's Degree, Psychology; Business Administration
Ascensus 2010 - 2015
Ascensus January 2010 - June 2011
Ascensus February 2005 - December 2009
Creative Financial Group 2004 - 2004
Vanguard 1993 - 2002
State Street 1987 - 1993
Skills
Relationship Management, Mutual Funds, Management, Retirement, Financial Services, Finance, Asset Management, Asset Allocation, Process Improvement, Vendor Management, Investments, Securities, Series 63, Institutional Relations, Retirement Solutions, Defined Benefit, Defined Contribution, 401k, Record Keeping
Education
Boston University - School of Management 1988 — 1991
Master of Business Administration (M.B.A.), Management
University of California, Los Angeles 1981 — 1985
Bachelor's Degree, Psychology; Business Administration
Lani Fagerstrom Lani Fagerstrom's Ascensus Experience
Job Senior Production Specialist at Ascensus
Industry Financial Services
Experience
Ascensus
Skills
Adobe Acrobat
Education
Bemidji State University
Bachelor of Science (BS), Technical Illustration/Graphic Design
Ascensus
Skills
Adobe Acrobat
Education
Bemidji State University
Bachelor of Science (BS), Technical Illustration/Graphic Design
Julie Aspros, QKA Julie Aspros, QKA's Ascensus Experience July 2013 - Present
Job Senior Retirement Service Consultant
Industry Financial Services
Experience
Ascensus July 2013 - Present
Ascensus October 2006 - Present
Ascensus July 2003 - October 2006
Ascensus August 2002 - July 2003
Skills
Account Management, Relationship Management, Retirement, CRM, Banking, Employee Benefits, Retirement Planning, Pensions, Leadership, Mutual Funds, Customer Service, Investments, Process Improvement
Education
The College of St. Scholastica 2004 — 2006
Bachelor's degree, Organizational Behavior
Central Lakes College-Brainerd 1993 — 1995
Associate's degree
Ascensus July 2013 - Present
Ascensus October 2006 - Present
Ascensus July 2003 - October 2006
Ascensus August 2002 - July 2003
Skills
Account Management, Relationship Management, Retirement, CRM, Banking, Employee Benefits, Retirement Planning, Pensions, Leadership, Mutual Funds, Customer Service, Investments, Process Improvement
Education
The College of St. Scholastica 2004 — 2006
Bachelor's degree, Organizational Behavior
Central Lakes College-Brainerd 1993 — 1995
Associate's degree
Abbey Neptune's Ascensus Experience June 2002 - January 2010
Job Client Relationship Manager at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners February 2010 - Present
Ascensus June 2002 - January 2010
Skills
Mutual Funds, Customer Service, Retirement, Retirement Planning, Financial Services, 401k
Education
Minnesota State University, Moorhead 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Central Lakes College-Brainerd 1997 — 1999
Associate of Arts (A.A.)
Goldleaf Partners February 2010 - Present
Ascensus June 2002 - January 2010
Skills
Mutual Funds, Customer Service, Retirement, Retirement Planning, Financial Services, 401k
Education
Minnesota State University, Moorhead 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Central Lakes College-Brainerd 1997 — 1999
Associate of Arts (A.A.)
Gina Maria LoRusso's Ascensus Experience December 2013 - Present
Job Marketer & FunRaiser, I work until it's done and done well
Industry Marketing and Advertising
Experience
Ascensus December 2013 - Present
Ascensus contract via Profiles Placement May 2013 - November 2013
All Things Media LLC February 2013 - March 2013
Books-A-Million October 2011 - December 2012
Travers Collins & Company October 2008 - August 2010
Travers Collins & Company June 2007 - October 2008
Skills
Budgeting, Planning, Budgets, Advertising, Social Media, Integrated Marketing, Event Planning, Project Planning, Email Marketing Software, Quality Assurance, Proofreading, Management, Leadership, Project Management, Time Management, Marketing Management, Direct Marketing, Social Networking, Marketing, Account Management, Marketing Communications, Social Media Marketing
Education
Canisius College 2010 — 2011
MBA, Marketing
Canisius College 2003 — 2007
BA, Communication Studies
Scranton Preparatory School 1999 — 2003
Ascensus December 2013 - Present
Ascensus contract via Profiles Placement May 2013 - November 2013
All Things Media LLC February 2013 - March 2013
Books-A-Million October 2011 - December 2012
Travers Collins & Company October 2008 - August 2010
Travers Collins & Company June 2007 - October 2008
Skills
Budgeting, Planning, Budgets, Advertising, Social Media, Integrated Marketing, Event Planning, Project Planning, Email Marketing Software, Quality Assurance, Proofreading, Management, Leadership, Project Management, Time Management, Marketing Management, Direct Marketing, Social Networking, Marketing, Account Management, Marketing Communications, Social Media Marketing
Education
Canisius College 2010 — 2011
MBA, Marketing
Canisius College 2003 — 2007
BA, Communication Studies
Scranton Preparatory School 1999 — 2003
Aidan McBride Aidan McBride's Ascensus Experience October 2014 - Present
Job Client Experience Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Ascensus October 2014 - Present
University of Utah - Employment 2014 - 2014
Santander Bank, N.A. 2013 - 2013
Providence College September 2011 - 2013
Tabor Academy June 2011 - August 2011
Skills
Microsoft Excel, Research, Microsoft Word, Social Media, Microsoft Office, PowerPoint
Education
Bridgewater State College 2013 — 2015
Economics
Providence College 2011 — 2013
Business/Managerial Economics
Fidelity Investments June 2015 - Present
Ascensus October 2014 - Present
University of Utah - Employment 2014 - 2014
Santander Bank, N.A. 2013 - 2013
Providence College September 2011 - 2013
Tabor Academy June 2011 - August 2011
Skills
Microsoft Excel, Research, Microsoft Word, Social Media, Microsoft Office, PowerPoint
Education
Bridgewater State College 2013 — 2015
Economics
Providence College 2011 — 2013
Business/Managerial Economics
Jonathan Yahn Jonathan Yahn's Ascensus Experience 1995 - August 2014
Job Attorney/Contracts and Compliance Manager/ERISA expert
Industry Financial Services
Experience
National Joint Powers Alliance (NJPA) August 2014 - Present
Ascensus 1995 - August 2014
Gammello & Sandelin 1994 - 1995
Crow Wing County Attorney's Office 1991 - 1993
Skills
Retirement Plan..., Qualified Retirement..., Defined Contribution, Technical Writing, Editing, Policy Writing, Policy Research, Presentation Development, Presentations, Legal Research, Leadership Development, Compliance Consulting, Retirement Planning, Policy, 401k, ERISA
Education
Bethel University
Bachelor's degree, Psychology and English
Hamline University School of Law
Juris Doctor (JD)
National Joint Powers Alliance (NJPA) August 2014 - Present
Ascensus 1995 - August 2014
Gammello & Sandelin 1994 - 1995
Crow Wing County Attorney's Office 1991 - 1993
Skills
Retirement Plan..., Qualified Retirement..., Defined Contribution, Technical Writing, Editing, Policy Writing, Policy Research, Presentation Development, Presentations, Legal Research, Leadership Development, Compliance Consulting, Retirement Planning, Policy, 401k, ERISA
Education
Bethel University
Bachelor's degree, Psychology and English
Hamline University School of Law
Juris Doctor (JD)
Mandy Selisker Mandy Selisker's Ascensus Experience November 2012 - February 2015
Job Client Relationship Manager at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners February 2015 - Present
Ascensus November 2012 - February 2015
Apple American Group June 2004 - November 2012
Skills
Restaurants, Food, Food Service, Customer Service, Teamwork, Recruiting, Hiring, Training, Microsoft Office, Microsoft Word, Retirement Planning, Sales, Process Improvement, Financial Services, Leadership, Time Management, Investments, Employee Benefits, Strategic Planning, Relationship Management, 401k, Management
Education
Central Lakes College-Brainerd 2004 — 2006
Associate's Degree, Business Management
Minnesota State University, Moorhead 2003 — 2004
Business Administration and Management, General
Goldleaf Partners February 2015 - Present
Ascensus November 2012 - February 2015
Apple American Group June 2004 - November 2012
Skills
Restaurants, Food, Food Service, Customer Service, Teamwork, Recruiting, Hiring, Training, Microsoft Office, Microsoft Word, Retirement Planning, Sales, Process Improvement, Financial Services, Leadership, Time Management, Investments, Employee Benefits, Strategic Planning, Relationship Management, 401k, Management
Education
Central Lakes College-Brainerd 2004 — 2006
Associate's Degree, Business Management
Minnesota State University, Moorhead 2003 — 2004
Business Administration and Management, General
Sierra McLean Sierra McLean's Ascensus Experience January 2013 - Present
Job ERISA QRP Specialist at Ascensus
Industry Financial Services
Experience
Ascensus January 2013 - Present
Ascenus August 2010 - Present
Crow Wing County Sanitary Management Distict 2006 - 2007
Hallett Community Center 2005 - 2006
Ritter & Ritter, Inc. 2004 - 2005
General Dynamics C4 Systems 1999 - 2003
Skills
Customer Service, Social Media, Microsoft Office, Public Relations, Microsoft Word, Event Planning, Microsoft Excel, PowerPoint, Facebook, Social Networking, Event Management, Marketing, Sales
Education
The College of St. Scholastica 2010 — 2013
Bachelor's degree, Business Administration and Management, General
Central Lakes College-Brainerd
Associate of Arts (A.A.), General
Ascensus January 2013 - Present
Ascenus August 2010 - Present
Crow Wing County Sanitary Management Distict 2006 - 2007
Hallett Community Center 2005 - 2006
Ritter & Ritter, Inc. 2004 - 2005
General Dynamics C4 Systems 1999 - 2003
Skills
Customer Service, Social Media, Microsoft Office, Public Relations, Microsoft Word, Event Planning, Microsoft Excel, PowerPoint, Facebook, Social Networking, Event Management, Marketing, Sales
Education
The College of St. Scholastica 2010 — 2013
Bachelor's degree, Business Administration and Management, General
Central Lakes College-Brainerd
Associate of Arts (A.A.), General
Sara Spaeth Sara Spaeth's Ascensus Experience December 2012 - September 2013
Job Assistant Director of CLC Alumni & Foundation
Industry Nonprofit Organization Management
Experience
Central Lakes College September 2013 - Present
Ascensus December 2012 - September 2013
DSW December 2009 - October 2012
Abercrombie & Fitch October 2008 - November 2009
High Impact Training June 2007 - September 2008
Skills
Store Management, Retail, Visual Merchandising, Merchandising, Loss Prevention, Store Operations, Inventory Control, Merchandise Planning, Driving Results, Retail Sales
Education
University of Wisconsin-Superior 2014 — 2015
Fund Development Certificate
Saint Cloud State University - G.R. Herberger College of Business 2004 — 2008
Bachelor of Science, Marketing / Mass Communications
Central Lakes College-Brainerd
Central Lakes College September 2013 - Present
Ascensus December 2012 - September 2013
DSW December 2009 - October 2012
Abercrombie & Fitch October 2008 - November 2009
High Impact Training June 2007 - September 2008
Skills
Store Management, Retail, Visual Merchandising, Merchandising, Loss Prevention, Store Operations, Inventory Control, Merchandise Planning, Driving Results, Retail Sales
Education
University of Wisconsin-Superior 2014 — 2015
Fund Development Certificate
Saint Cloud State University - G.R. Herberger College of Business 2004 — 2008
Bachelor of Science, Marketing / Mass Communications
Central Lakes College-Brainerd
Deanna Bauer's Ascensus Experience February 2015 - April 2015
Job Business Office Coordinator at Lake States Lumber
Industry Paper & Forest Products
Experience
Lake States Lumber August 2015 - Present
Ascensus February 2015 - April 2015
Nor-Son March 2013 - January 2015
Backstage Planet October 2004 - December 2012
Grand Casino Mille Lacs 1999 - 2005
Skills
Event Planning, Show Advancement, Project Coordination, Public Speaking, Entertainment, Social Networking, Event Management, Customer Service, Marketing Strategy, Corporate Events, PowerPoint, Training, Social Media, Organizational..., Market Research, Project Management, Negotiation, Budgets, Project Planning, Public Relations, Trade Shows, Entrepreneurship, Strategic Planning, Talent Management, Microsoft Office, Community Development, Online Advertising, Microsoft Excel, Social Media Marketing, Team Building, Hospitality, Management, Team Leadership, Photography, Leadership, Facebook, Microsoft Word, Press Releases, Marketing Communications, Email Marketing, Online Marketing, Analysis, Nonprofits, Brand Development, Strategy, Advertising, Community Outreach, Television, Marketing, Adobe Creative Suite
Education
The College of St. Scholastica
Bachelor, Organizational Behavior, Summa Cum Laude
Central Lakes College-Brainerd
A.A.S., Business Administration and Management, General
Lake States Lumber August 2015 - Present
Ascensus February 2015 - April 2015
Nor-Son March 2013 - January 2015
Backstage Planet October 2004 - December 2012
Grand Casino Mille Lacs 1999 - 2005
Skills
Event Planning, Show Advancement, Project Coordination, Public Speaking, Entertainment, Social Networking, Event Management, Customer Service, Marketing Strategy, Corporate Events, PowerPoint, Training, Social Media, Organizational..., Market Research, Project Management, Negotiation, Budgets, Project Planning, Public Relations, Trade Shows, Entrepreneurship, Strategic Planning, Talent Management, Microsoft Office, Community Development, Online Advertising, Microsoft Excel, Social Media Marketing, Team Building, Hospitality, Management, Team Leadership, Photography, Leadership, Facebook, Microsoft Word, Press Releases, Marketing Communications, Email Marketing, Online Marketing, Analysis, Nonprofits, Brand Development, Strategy, Advertising, Community Outreach, Television, Marketing, Adobe Creative Suite
Education
The College of St. Scholastica
Bachelor, Organizational Behavior, Summa Cum Laude
Central Lakes College-Brainerd
A.A.S., Business Administration and Management, General
Matthew Ruis Matthew Ruis's Ascensus Experience January 2013 - Present
Job Client Relationship Manager at Ascensus
Industry Financial Services
Experience
Ascensus January 2013 - Present
Ascensus January 2013 - Present
Skills
Salesforce.com, Account Management, Financial Services, Insurance, Relationship Management, Mutual Funds, Sales, CRM, Retirement, Selling, Retirement Planning, New Business Development, Sales Process, Investments, Cold Calling, 401k, Banking, Employee Benefits, Solution Selling
Education
The College of St. Scholastica 2010 — 2011
Bachelor of Business Management
Central Lakes College-Brainerd 2007 — 2009
Associate of Arts (AA)
Ascensus January 2013 - Present
Ascensus January 2013 - Present
Skills
Salesforce.com, Account Management, Financial Services, Insurance, Relationship Management, Mutual Funds, Sales, CRM, Retirement, Selling, Retirement Planning, New Business Development, Sales Process, Investments, Cold Calling, 401k, Banking, Employee Benefits, Solution Selling
Education
The College of St. Scholastica 2010 — 2011
Bachelor of Business Management
Central Lakes College-Brainerd 2007 — 2009
Associate of Arts (AA)
Duffy Craft Duffy Craft's Ascensus Experience 2005 - Present
Job Web design, User Experience design
Industry Financial Services
Experience
Ascensus 2005 - Present
Skills
Web Development, User Interface Design, CSS, Web Design, HTML, HTML 5, JavaScript, jQuery, Graphic Design, WordPress, Social Media Marketing, CMS, PHP, Flash, User Experience, User Experience Design, Dreamweaver, HTML5, Process Improvement, SDLC, Marketing, Financial Services, Web Analytics, Retirement Planning, E-commerce, Management, SQL, Vendor Management, Business Analysis
Education
University of Minnesota
Communications
Central Lakes College-Brainerd
Information Technology, Information Technology & Arts
Ascensus 2005 - Present
Skills
Web Development, User Interface Design, CSS, Web Design, HTML, HTML 5, JavaScript, jQuery, Graphic Design, WordPress, Social Media Marketing, CMS, PHP, Flash, User Experience, User Experience Design, Dreamweaver, HTML5, Process Improvement, SDLC, Marketing, Financial Services, Web Analytics, Retirement Planning, E-commerce, Management, SQL, Vendor Management, Business Analysis
Education
University of Minnesota
Communications
Central Lakes College-Brainerd
Information Technology, Information Technology & Arts
Elizabeth Backes Elizabeth Backes's Ascensus Experience May 2012 - Present
Job Director of Client Service at Ascensus
Industry Financial Services
Experience
Ascensus May 2012 - Present
ING Retirement Services October 2003 - May 2012
Skills
Hedge Funds, Series 7, Financial Services, Mutual Funds, 401k, Process Improvement, Retirement, Retirement Planning, Investments, Asset Management, Equities, Management
Education
Bethany College 1981 — 1985
Bachelor of Arts (BA), Economics
Ascensus May 2012 - Present
ING Retirement Services October 2003 - May 2012
Skills
Hedge Funds, Series 7, Financial Services, Mutual Funds, 401k, Process Improvement, Retirement, Retirement Planning, Investments, Asset Management, Equities, Management
Education
Bethany College 1981 — 1985
Bachelor of Arts (BA), Economics
Brandi Sullivan Brandi Sullivan's Ascensus Experience December 2013 - Present
Job CSA Individual(k) at Ascensus
Industry Financial Services
Experience
Ascensus December 2013 - Present
Ascensus May 2007 - Present
Ascensus 2007 - 2013
Skills
Call Centers, Time Management, Strategic Planning, Customer Service, Insurance, Administration, Software Documentation, Research, Employee Benefits, Process Improvement, Access, Training, Team Building, 401k, Retirement, Leadership
Education
University of Phoenix 2009 — 2013
Bachelor of Arts (B.A.), Human Services, General
Central Lakes College-Brainerd 2001 — 2003
Associate of Arts (A.A.), Accounting
Ascensus December 2013 - Present
Ascensus May 2007 - Present
Ascensus 2007 - 2013
Skills
Call Centers, Time Management, Strategic Planning, Customer Service, Insurance, Administration, Software Documentation, Research, Employee Benefits, Process Improvement, Access, Training, Team Building, 401k, Retirement, Leadership
Education
University of Phoenix 2009 — 2013
Bachelor of Arts (B.A.), Human Services, General
Central Lakes College-Brainerd 2001 — 2003
Associate of Arts (A.A.), Accounting
Philip J. Germani, QPA, JD, MBA Philip J. Germani, QPA, JD, MBA's Ascensus Experience March 2014 - February 2015
Job ERISA Compliance Specialist at Ameritas
Industry Financial Services
Experience
Ameritas August 2015 - Present
G4S Secure Solutions (USA) Inc. February 2012 - July 2015
Ascensus March 2014 - February 2015
Philip J. Germani January 2010 - February 2012
Eastman & Smith Ltd. January 2009 - December 2009
Pentegra Retirement Services April 2007 - December 2008
The Commercial & Savings Bank April 2005 - March 2007
Wayne County National Bank October 2002 - April 2005
Fifth Third Bank August 2001 - September 2002
Deloitte August 2000 - August 2001
Skills
Legal Research, Mergers, Employee Training, Teaching, Employee Benefits, ERISA, Securities, Estate Planning, Pensions, Employment Law, 401k, Retirement, Due Diligence, Investments, Legal Writing, Mediation, Corporate Law, Insurance, Risk Management, Security, Human Resources, Mergers & Acquisitions, Labor Relations, Business Planning, Negotiation, Retirement Planning, Defined Benefit, Defined Contribution, IRAs, Legal Compliance, Asset Allocation, Benefits Administration, Deferred Compensation, Executive Pay, Tax, FMLA, Succession Planning, Small Business, Strategic Financial..., Mutual Funds, HRIS, Financial Services, Workforce Planning, Employee Relations, Onboarding, College Recruiting, Payroll, Administration, Personnel Management, Interviews
Education
Cleveland State University
MBA, Business
Cleveland State University
BBA, Management and Labor Relations
Cleveland State University - Cleveland-Marshall College of Law
Juris Doctor (JD), Law
John Marshall High School
Ameritas August 2015 - Present
G4S Secure Solutions (USA) Inc. February 2012 - July 2015
Ascensus March 2014 - February 2015
Philip J. Germani January 2010 - February 2012
Eastman & Smith Ltd. January 2009 - December 2009
Pentegra Retirement Services April 2007 - December 2008
The Commercial & Savings Bank April 2005 - March 2007
Wayne County National Bank October 2002 - April 2005
Fifth Third Bank August 2001 - September 2002
Deloitte August 2000 - August 2001
Skills
Legal Research, Mergers, Employee Training, Teaching, Employee Benefits, ERISA, Securities, Estate Planning, Pensions, Employment Law, 401k, Retirement, Due Diligence, Investments, Legal Writing, Mediation, Corporate Law, Insurance, Risk Management, Security, Human Resources, Mergers & Acquisitions, Labor Relations, Business Planning, Negotiation, Retirement Planning, Defined Benefit, Defined Contribution, IRAs, Legal Compliance, Asset Allocation, Benefits Administration, Deferred Compensation, Executive Pay, Tax, FMLA, Succession Planning, Small Business, Strategic Financial..., Mutual Funds, HRIS, Financial Services, Workforce Planning, Employee Relations, Onboarding, College Recruiting, Payroll, Administration, Personnel Management, Interviews
Education
Cleveland State University
MBA, Business
Cleveland State University
BBA, Management and Labor Relations
Cleveland State University - Cleveland-Marshall College of Law
Juris Doctor (JD), Law
John Marshall High School
Becky Stanford's Ascensus Experience 2014 - Present
Job Account Exectutive at Ascensus
Industry Financial Services
Experience
Ascensus 2014 - Present
Best Buy November 2012 - August 2014
Best Buy June 2010 - November 2012
Skills
Leadership, Microsoft Excel, Microsoft Word, Outlook Express, Teaching, Social Listening, Social Skills, Customer Service, Mobile Applications, Mobile Technology
Education
Globe University 2013 — 2016
Associate of Science (A.S.), Business Administration
Central Lakes College-Brainerd 2011 — 2013
Associate of Arts (A.A.), Generals
Ascensus 2014 - Present
Best Buy November 2012 - August 2014
Best Buy June 2010 - November 2012
Skills
Leadership, Microsoft Excel, Microsoft Word, Outlook Express, Teaching, Social Listening, Social Skills, Customer Service, Mobile Applications, Mobile Technology
Education
Globe University 2013 — 2016
Associate of Science (A.S.), Business Administration
Central Lakes College-Brainerd 2011 — 2013
Associate of Arts (A.A.), Generals
Ron Pae Ron Pae's Ascensus Experience June 1985 - Present
Job Operations Specialist at Ascensus
Industry Accounting
Experience
Ascensus June 1985 - Present
Merrill Lynch June 1985 - June 1997
Skills
Process Improvement, Marketing Communications, Mutual Funds, Business Analysis, Vendor Management, Securities, Microsoft Office, Microsoft Excel, Financial Services, Outlook, Customer Service, Financial Analysis, Insurance, Risk Management, Analysis
Education
Alderson-Broaddus College 1980 — 1984
Accounting, Business & Accounting
Burlington County College 1975 — 1977
none, Theater
Northern Burlington Jr Sr High School 1967 — 1975
College, College
Ascensus June 1985 - Present
Merrill Lynch June 1985 - June 1997
Skills
Process Improvement, Marketing Communications, Mutual Funds, Business Analysis, Vendor Management, Securities, Microsoft Office, Microsoft Excel, Financial Services, Outlook, Customer Service, Financial Analysis, Insurance, Risk Management, Analysis
Education
Alderson-Broaddus College 1980 — 1984
Accounting, Business & Accounting
Burlington County College 1975 — 1977
none, Theater
Northern Burlington Jr Sr High School 1967 — 1975
College, College
Benjamin DeWitt Benjamin DeWitt's Ascensus Experience March 2014 - Present
Job Project Manager, Production Support at Ascensus
Industry Financial Services
Michelle Goldblum, M.S. HRM Michelle Goldblum, M.S. HRM's Ascensus Experience May 2013 - January 2014
Job Enthusiastic and Ambitious Human Resources Professional actively seeking opportunities in Compensation Analysis
Industry Human Resources
Experience
Budge Industries June 2014 - Present
Ascensus May 2013 - January 2014
Intelligent Capital Network December 2012 - April 2013
Temple University May 2010 - September 2012
SAP December 2011 - August 2012
Temple University September 2010 - July 2011
Destination Maternity Corporation February 2007 - May 2010
Enterprise Rent-A-Car February 2006 - January 2007
Enterprise Rent-A-Car June 2005 - February 2006
Skills
Talent Acquisition, Applicant Tracking..., Recruiting, Human Resources, Talent Management, Employee Relations, Sourcing, Social Media, Social Networking, Onboarding, HRIS, Performance Management, Change Management, Benefits Administration, Deferred Compensation, Reporting & Analysis, Compensation & Benefits..., Compensation Strategies, Acquisition Integration, Career Path Planning, HR Policies
Education
Temple University 2010 — 2012
Masters of Science, Business Administration; Human Resources
Bloomsburg University of Pennsylvania 2001 — 2005
Bachelors of Science, Business Administration and Marketing
Pennsbury High School 1998 — 2001
High School Diploma, General Education
Villanova University
Budge Industries June 2014 - Present
Ascensus May 2013 - January 2014
Intelligent Capital Network December 2012 - April 2013
Temple University May 2010 - September 2012
SAP December 2011 - August 2012
Temple University September 2010 - July 2011
Destination Maternity Corporation February 2007 - May 2010
Enterprise Rent-A-Car February 2006 - January 2007
Enterprise Rent-A-Car June 2005 - February 2006
Skills
Talent Acquisition, Applicant Tracking..., Recruiting, Human Resources, Talent Management, Employee Relations, Sourcing, Social Media, Social Networking, Onboarding, HRIS, Performance Management, Change Management, Benefits Administration, Deferred Compensation, Reporting & Analysis, Compensation & Benefits..., Compensation Strategies, Acquisition Integration, Career Path Planning, HR Policies
Education
Temple University 2010 — 2012
Masters of Science, Business Administration; Human Resources
Bloomsburg University of Pennsylvania 2001 — 2005
Bachelors of Science, Business Administration and Marketing
Pennsbury High School 1998 — 2001
High School Diploma, General Education
Villanova University
Ryan Ellefson Ryan Ellefson's Ascensus Experience December 2008 - March 2013
Job I am actively seeking a software development position.
Industry Computer Software
Experience
Patterson November 2013 - December 2013
Ascensus December 2008 - March 2013
Skills
Software Documentation, HTML, Visual Studio, ColdFusion, Visual C#, Sybase SQL, Unit Testing, Microsoft Excel, Microso, ASP.NET, JavaScript, Stored Procedures
Education
Brown College 2006 — 2008
Associate of Arts and Sciences (AAS), Computer Programming
Patterson November 2013 - December 2013
Ascensus December 2008 - March 2013
Skills
Software Documentation, HTML, Visual Studio, ColdFusion, Visual C#, Sybase SQL, Unit Testing, Microsoft Excel, Microso, ASP.NET, JavaScript, Stored Procedures
Education
Brown College 2006 — 2008
Associate of Arts and Sciences (AAS), Computer Programming
Joseph Garito Joseph Garito's Ascensus Experience February 2008 - Present
Job Sr IT Ops Specialist @ ascensus
Industry Information Technology and Services
Experience
Ascensus February 2008 - Present
Ascensus 2006 - 2008
ascensus 2006 - 2006
Education
Bloomsburg University of Pennsylvania 1996 — 2001
B.S., Business Economics
Ascensus February 2008 - Present
Ascensus 2006 - 2008
ascensus 2006 - 2006
Education
Bloomsburg University of Pennsylvania 1996 — 2001
B.S., Business Economics
Wayne Finnegan's Ascensus Experience April 2002 - June 2005
Job Businesss Development Executive at State Street
Industry Financial Services
Experience
State Street August 2014 - Present
ING March 2009 - April 2014
CitiStreet July 2005 - March 2009
Ascensus April 2002 - June 2005
State Street September 1991 - April 2002
Education
Babson College 1982 — 1986
BS, Finance / Marketing
Noble and Greenough, Dedham, MA
State Street August 2014 - Present
ING March 2009 - April 2014
CitiStreet July 2005 - March 2009
Ascensus April 2002 - June 2005
State Street September 1991 - April 2002
Education
Babson College 1982 — 1986
BS, Finance / Marketing
Noble and Greenough, Dedham, MA
Steven Schweitzer, CFP, CAIA, AIFA Steven Schweitzer, CFP, CAIA, AIFA's Ascensus Experience January 2014 - Present
Job Solutions driven Product & Marketing executive with over 20 years of experience in investment & retirement plan services
Industry Financial Services
Experience
Ascensus January 2014 - Present
Ascensus June 2006 - December 2013
Ascensus April 2005 - June 2006
ING March 2004 - April 2005
Delaware Investments July 2000 - March 2004
Provident Mutual February 1995 - July 2000
Skills
Strategic Financial..., Marketing, Product Development, Finance, Retirement, Mutual Funds, 401k, Series 7, Retirement Planning, Pensions, Investments, Series 6, Series 63, Asset Managment, Wealth Management, Investment Advisory, Asset Allocation, ERISA, Investment Strategies, ETFs, Financial Services, Retirement Plan..., Qualified Retirement..., Defined Contribution, Asset Management, Securities, Alternative Investments, Fixed Annuities, FINRA, Separately Managed..., IRAs, Investment Management, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2004
AIFA, Finance
College for Financial Planning 1993 — 1995
CFP, Financial Planning
Ursinus College 1986 — 1990
B.S., Applied Math/Economics
Ascensus January 2014 - Present
Ascensus June 2006 - December 2013
Ascensus April 2005 - June 2006
ING March 2004 - April 2005
Delaware Investments July 2000 - March 2004
Provident Mutual February 1995 - July 2000
Skills
Strategic Financial..., Marketing, Product Development, Finance, Retirement, Mutual Funds, 401k, Series 7, Retirement Planning, Pensions, Investments, Series 6, Series 63, Asset Managment, Wealth Management, Investment Advisory, Asset Allocation, ERISA, Investment Strategies, ETFs, Financial Services, Retirement Plan..., Qualified Retirement..., Defined Contribution, Asset Management, Securities, Alternative Investments, Fixed Annuities, FINRA, Separately Managed..., IRAs, Investment Management, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2004
AIFA, Finance
College for Financial Planning 1993 — 1995
CFP, Financial Planning
Ursinus College 1986 — 1990
B.S., Applied Math/Economics
Richard Wysocki Richard Wysocki's Ascensus Experience September 2013 - Present
Job IT Development Manager at Ascensus
Industry Information Technology and Services
Experience
Ascensus September 2013 - Present
Aramark March 2013 - September 2013
ARAMARK January 2011 - February 2013
ARAMARK September 2008 - January 2011
ARAMARK March 2004 - September 2008
Skills
.NET, Software Development, Web Services, Microsoft SQL Server, Databases, T-SQL, ASP.NET, TFS, C#, Integration, Business Intelligence, SSRS, E-commerce, WCF, Visual Studio, Mobile Applications, SSIS, Silverlight, MVC, WinForms, IIS, SOA, XML, Web Applications, LINQ, Application Development, HTML 5, ASP.NET MVC, VB.NET, SQL, Database Design, SharePoint, ASP, Enterprise Architecture, SQL Server, Agile Methodologies, Software Project..., IT Management, Custom Software..., Database-driven Web..., jQuery, Crystal Reports, SDLC, Data Warehousing, AJAX, JavaScript, Web Development, IT Management Software, Microsoft CRM
Education
Arcadia University 1997 — 2008
Bachelor's degree, Computer Science
Penn State University 1994 — 1996
Computer Science
Ascensus September 2013 - Present
Aramark March 2013 - September 2013
ARAMARK January 2011 - February 2013
ARAMARK September 2008 - January 2011
ARAMARK March 2004 - September 2008
Skills
.NET, Software Development, Web Services, Microsoft SQL Server, Databases, T-SQL, ASP.NET, TFS, C#, Integration, Business Intelligence, SSRS, E-commerce, WCF, Visual Studio, Mobile Applications, SSIS, Silverlight, MVC, WinForms, IIS, SOA, XML, Web Applications, LINQ, Application Development, HTML 5, ASP.NET MVC, VB.NET, SQL, Database Design, SharePoint, ASP, Enterprise Architecture, SQL Server, Agile Methodologies, Software Project..., IT Management, Custom Software..., Database-driven Web..., jQuery, Crystal Reports, SDLC, Data Warehousing, AJAX, JavaScript, Web Development, IT Management Software, Microsoft CRM
Education
Arcadia University 1997 — 2008
Bachelor's degree, Computer Science
Penn State University 1994 — 1996
Computer Science
Molly Gerads Molly Gerads's Ascensus Experience July 2008 - September 2012
Job Sales Representative with Catholic United Financial
Industry Insurance
Experience
Catholic United Financial November 2012 - Present
Ascensus July 2008 - September 2012
Skills
Term Life Insurance, Life Insurance, Insurance, Fixed Annuities, Disability Insurance, Property & Casualty..., Health Insurance, Underwriting, Universal Life, Long-term Care, Retirement Planning, Long Term Care Insurance, Retirement, Employee Benefits, Licensed Life & Health..., Strategic Financial..., Investments, Mutual Funds, Risk Management, Umbrella Insurance, IRAs, Series 6
Education
University of Phoenix 2009 — 2012
Business Management
Central Lakes College-Brainerd 2007 — 2008
Post Secondary Classes, Genral Education
Catholic United Financial November 2012 - Present
Ascensus July 2008 - September 2012
Skills
Term Life Insurance, Life Insurance, Insurance, Fixed Annuities, Disability Insurance, Property & Casualty..., Health Insurance, Underwriting, Universal Life, Long-term Care, Retirement Planning, Long Term Care Insurance, Retirement, Employee Benefits, Licensed Life & Health..., Strategic Financial..., Investments, Mutual Funds, Risk Management, Umbrella Insurance, IRAs, Series 6
Education
University of Phoenix 2009 — 2012
Business Management
Central Lakes College-Brainerd 2007 — 2008
Post Secondary Classes, Genral Education
Jennifer Pini Jennifer Pini's Ascensus Experience January 2014 - Present
Job Compensation & Reporting Manager
Industry Human Resources
Experience
Ascensus January 2014 - Present
ICON Clinical Research September 2010 - Present
ICON Clinical Research August 2008 - September 2010
Eagle HealthCare, LLC August 2008 - February 2009
ICON Clinical Research September 2006 - August 2008
GMAC Residential Mortgage May 2003 - September 2006
ARAMARK CORPORATION January 2003 - May 2003
ARAMARK CORPORATION May 2001 - January 2003
REDEEMER MEDICAL SUPPLY May 2000 - May 2001
REDEEMER MEDICAL SUPPLY September 1997 - May 2000
Skills
Expert knowledge in..., Proficient in Microsoft..., Knowledge of PeopleSoft, PeopleSoft, Excel, Recruiting, Microsoft Excel, Human Resources, Payroll, Deferred Compensation, Interviews, Talent Acquisition, Applicant Tracking..., Employee Benefits, Employee Relations, Personnel Management, Benchmarking, Training
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Masters, Human Resource Management
Arcadia University
Bachelor of Arts degree, Business Administration
Ascensus January 2014 - Present
ICON Clinical Research September 2010 - Present
ICON Clinical Research August 2008 - September 2010
Eagle HealthCare, LLC August 2008 - February 2009
ICON Clinical Research September 2006 - August 2008
GMAC Residential Mortgage May 2003 - September 2006
ARAMARK CORPORATION January 2003 - May 2003
ARAMARK CORPORATION May 2001 - January 2003
REDEEMER MEDICAL SUPPLY May 2000 - May 2001
REDEEMER MEDICAL SUPPLY September 1997 - May 2000
Skills
Expert knowledge in..., Proficient in Microsoft..., Knowledge of PeopleSoft, PeopleSoft, Excel, Recruiting, Microsoft Excel, Human Resources, Payroll, Deferred Compensation, Interviews, Talent Acquisition, Applicant Tracking..., Employee Benefits, Employee Relations, Personnel Management, Benchmarking, Training
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Masters, Human Resource Management
Arcadia University
Bachelor of Arts degree, Business Administration
Christine Mackowiak Christine Mackowiak's Ascensus Experience February 2003 - September 2011
Job Financial Services, Risk Management and Process Improvement Consultant actively seeking employment
Industry Financial Services
Experience
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
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
Jackie Zolfaghari Jackie Zolfaghari's Ascensus Experience 2003 - 2009
Job Former Special Agent at US Department of Homeland Security
Industry Law Enforcement
Experience
U.S. Immigration and Customs Enforcement (ICE) October 2009 - July 2015
Ascensus 2003 - 2009
Skills
Fraud, Private Investigations, Investigation, Homeland Security, Enforcement, Internal Investigations, Physical Security, Process Improvement, Financial Services, 401k, Law Enforcement, Customer Service
Education
Federal Law Enforcement Training Center 2009 — 2010
Baldwin Wallace University
Bachelor of Arts, Criminal Justice
U.S. Immigration and Customs Enforcement (ICE) October 2009 - July 2015
Ascensus 2003 - 2009
Skills
Fraud, Private Investigations, Investigation, Homeland Security, Enforcement, Internal Investigations, Physical Security, Process Improvement, Financial Services, 401k, Law Enforcement, Customer Service
Education
Federal Law Enforcement Training Center 2009 — 2010
Baldwin Wallace University
Bachelor of Arts, Criminal Justice
Josh Wold Josh Wold's Ascensus Experience January 2010 - January 2011
Job Web/Social Media Manager at Kiefers.com
Industry Marketing and Advertising
Experience
Kiefers.com February 2011 - Present
Ascensus January 2010 - January 2011
Faster Solutions May 2009 - January 2010
Self January 2009 - May 2009
Russell Herder January 2008 - October 2008
Northland Press September 2007 - January 2008
Crow Wing Press March 2007 - July 2007
Skills
SEM, Graphic Design, Online Marketing, Web Design, Advertising, Social Media, SEO, E-commerce, InDesign, Art Direction, Layout, Photography, Graphics
Education
Bemidji State University 1998 — 2004
Bemidji State University
Prepress/Desktop Publishing and Digital Imaging Design
Kiefers.com February 2011 - Present
Ascensus January 2010 - January 2011
Faster Solutions May 2009 - January 2010
Self January 2009 - May 2009
Russell Herder January 2008 - October 2008
Northland Press September 2007 - January 2008
Crow Wing Press March 2007 - July 2007
Skills
SEM, Graphic Design, Online Marketing, Web Design, Advertising, Social Media, SEO, E-commerce, InDesign, Art Direction, Layout, Photography, Graphics
Education
Bemidji State University 1998 — 2004
Bemidji State University
Prepress/Desktop Publishing and Digital Imaging Design
Jeffrey Parkin, ARPC®, CRPC® Jeffrey Parkin, ARPC®, CRPC®'s Ascensus Experience June 1997 - June 1998
Job Regional Marketing Manager at Sentry Insurance
Industry Financial Services
Experience
Sentry Insurance May 2013 - Present
MassMutual Financial Group January 2013 - Present
The Hartford June 2010 - December 2012
The Hartford July 2006 - September 2009
The Hartford August 2000 - January 2006
CGI CONSULTING June 1998 - June 2000
Ascensus June 1997 - June 1998
THE VANGUARD GROUP, INC January 1992 - January 1997
Skills
Retirement Planning, Mutual Funds, Estate Planning, IRA's, Charitable Giving, 529 Plans, Annuities, 401k, Retirement, Wealth Management, Series 6, Financial Planning, Series 63, Insurance Planning, FINRA Series 6, Business Planning, Wealth Transfer, Succession Planning, Pensions, FINRA, Financial Planners, Financial Services, Fixed Annuities, IRAs, Strategic Financial..., Variable Annuities, Wealth
Education
Cabrini College
Sentry Insurance May 2013 - Present
MassMutual Financial Group January 2013 - Present
The Hartford June 2010 - December 2012
The Hartford July 2006 - September 2009
The Hartford August 2000 - January 2006
CGI CONSULTING June 1998 - June 2000
Ascensus June 1997 - June 1998
THE VANGUARD GROUP, INC January 1992 - January 1997
Skills
Retirement Planning, Mutual Funds, Estate Planning, IRA's, Charitable Giving, 529 Plans, Annuities, 401k, Retirement, Wealth Management, Series 6, Financial Planning, Series 63, Insurance Planning, FINRA Series 6, Business Planning, Wealth Transfer, Succession Planning, Pensions, FINRA, Financial Planners, Financial Services, Fixed Annuities, IRAs, Strategic Financial..., Variable Annuities, Wealth
Education
Cabrini College
Paul St.Onge Paul St.Onge's Ascensus Experience August 2010 - August 2013
Job Business Solutions Consultant
Industry Financial Services
Experience
St. Onge Orchids January 2013 - Present
International Business Solutions - IBS April 2003 - Present
Olson-Schwartz August 2013 - July 2015
Ascensus August 2010 - August 2013
Ameriprise Financial Services, Inc. January 2006 - August 2010
Skills
Insurance, Coaching, Retirement Planning, Mutual Funds, Strategic Financial..., Series 7, Retirement, Estate Planning, Asset Allocation, Securities, Investment Strategies, Series 63, Finance, Disability Insurance, Pensions, Fixed Annuities, Asset Management, Instructor-led Training, IRAs, Roth IRA, SEP IRA, Simple IRA, FINRA, Life Insurance
Education
Institute of Certified Bankers 2012 — 2012
Certified IRA Services Professional (CISP)
Kaplan University 2003 — 2004
Finance and Financial Management Services
University of Minnesota-Twin Cities 1987 — 1990
Bachelor of Science
Bemidji State University 1985 — 1987
Associates
St. Onge Orchids January 2013 - Present
International Business Solutions - IBS April 2003 - Present
Olson-Schwartz August 2013 - July 2015
Ascensus August 2010 - August 2013
Ameriprise Financial Services, Inc. January 2006 - August 2010
Skills
Insurance, Coaching, Retirement Planning, Mutual Funds, Strategic Financial..., Series 7, Retirement, Estate Planning, Asset Allocation, Securities, Investment Strategies, Series 63, Finance, Disability Insurance, Pensions, Fixed Annuities, Asset Management, Instructor-led Training, IRAs, Roth IRA, SEP IRA, Simple IRA, FINRA, Life Insurance
Education
Institute of Certified Bankers 2012 — 2012
Certified IRA Services Professional (CISP)
Kaplan University 2003 — 2004
Finance and Financial Management Services
University of Minnesota-Twin Cities 1987 — 1990
Bachelor of Science
Bemidji State University 1985 — 1987
Associates
Susan Heffernan Susan Heffernan's Ascensus Experience June 2009 - September 2014
Job Consultant at TUV Rheinland North America
Industry Legal Services
Experience
TUV Rheinland North America January 2015 - Present
Ascensus June 2009 - September 2014
RSA, The Security Division of EMC March 2008 - June 2009
Getronics Americas February 2005 - February 2008
Stream International Inc. April 2001 - February 2005
Skills
Corporate Law, Corporate Governance, Negotiation, Mergers & Acquisitions, Due Diligence, Securities Regulation, Licensing, Privacy Law, Venture Capital, Risk Management, Outsourcing, Securities, Strategy, Contract Negotiation, Legal Research, Restructuring, Intellectual Property, Mutual Funds, Investments, Change Management, Employment Law, Litigation Management, Software Licensing, Mergers, Legal Compliance
Education
Suffolk Law School 1996 — 1999
JD
Suffolk University - Sawyer Business School 1995 — 1999
Master of Business Administration (M.B.A.)
Brown University 1989 — 1993
BA, Economics
TUV Rheinland North America January 2015 - Present
Ascensus June 2009 - September 2014
RSA, The Security Division of EMC March 2008 - June 2009
Getronics Americas February 2005 - February 2008
Stream International Inc. April 2001 - February 2005
Skills
Corporate Law, Corporate Governance, Negotiation, Mergers & Acquisitions, Due Diligence, Securities Regulation, Licensing, Privacy Law, Venture Capital, Risk Management, Outsourcing, Securities, Strategy, Contract Negotiation, Legal Research, Restructuring, Intellectual Property, Mutual Funds, Investments, Change Management, Employment Law, Litigation Management, Software Licensing, Mergers, Legal Compliance
Education
Suffolk Law School 1996 — 1999
JD
Suffolk University - Sawyer Business School 1995 — 1999
Master of Business Administration (M.B.A.)
Brown University 1989 — 1993
BA, Economics
Bailey Sweet Bailey Sweet's Ascensus Experience July 2015 - Present
Job Talent Acquisition Consultant
Industry Staffing and Recruiting
Experience
Ascensus July 2015 - Present
Pro Staff May 2013 - July 2015
Pro Staff May 2013 - December 2013
Skills
Recruiting, Interviews, Temporary Placement, Staffing Services, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Screening Resumes, Sourcing, Technical Recruiting, Contract Recruitment, Onboarding, Screening, Staff Augmentation, Resume Writing, Cold Calling, Hiring, Strategic Hiring, Mass Hiring, PeopleSoft, Job Descriptions, Job Coaching
Education
Central Lakes College-Brainerd 2013 — 2014
Associate of Arts (A.A.), General Studies
Central Lakes College-Brainerd 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
Brainerd High School 2001 — 2005
Diploma, General Education
Ascensus July 2015 - Present
Pro Staff May 2013 - July 2015
Pro Staff May 2013 - December 2013
Skills
Recruiting, Interviews, Temporary Placement, Staffing Services, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Screening Resumes, Sourcing, Technical Recruiting, Contract Recruitment, Onboarding, Screening, Staff Augmentation, Resume Writing, Cold Calling, Hiring, Strategic Hiring, Mass Hiring, PeopleSoft, Job Descriptions, Job Coaching
Education
Central Lakes College-Brainerd 2013 — 2014
Associate of Arts (A.A.), General Studies
Central Lakes College-Brainerd 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
Brainerd High School 2001 — 2005
Diploma, General Education
Jennifer Diehl Jennifer Diehl's Ascensus Experience January 2015 - Present
Job Human Resources Representative at Ascensus
Industry Financial Services
Experience
Ascensus January 2015 - Present
Ascensus July 2013 - January 2015
Ascensus October 2011 - June 2013
Reckner Healthcare Research September 2006 - October 2011
Skills
Marketing, Account Management, Customer Service, Sales, Microsoft Office, Microsoft Excel, Project Management, Leadership, Strategic Planning, Market Research, Team Building, Management, Data Analysis, Outlook, PowerPoint, New Business Development, Microsoft Word, Human Resources, Time Management, Teamwork, Onboarding, Event Management, Employee Relations
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelor of Science, Business Administration; Management; Marketing
Ascensus January 2015 - Present
Ascensus July 2013 - January 2015
Ascensus October 2011 - June 2013
Reckner Healthcare Research September 2006 - October 2011
Skills
Marketing, Account Management, Customer Service, Sales, Microsoft Office, Microsoft Excel, Project Management, Leadership, Strategic Planning, Market Research, Team Building, Management, Data Analysis, Outlook, PowerPoint, New Business Development, Microsoft Word, Human Resources, Time Management, Teamwork, Onboarding, Event Management, Employee Relations
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelor of Science, Business Administration; Management; Marketing
Michael Adamski Michael Adamski's Ascensus Experience September 2013 - April 2015
Job Pension Benefits Analyst at Towers Watson
Industry Banking
Experience
Towers Watson April 2015 - Present
Ascensus September 2013 - April 2015
PNC April 2010 - August 2013
PNC April 2009 - April 2010
PNC January 2008 - April 2009
Skills
Customer Service, Banking, Customer Satisfaction, Time Management, Finance, Access, Policy, Leadership, Financial Analysis, Microsoft Excel, Analysis, Management, Training, PowerPoint, Microsoft Office, Project Management, Risk Management, Microsoft Word
Education
Rider University 2011 — 2013
Bachelor of Science (B.S.), Business Administration, Minor in Economics, 3.85
Bucks County Community College 2007 — 2009
Associates Degree, Business Administration, 3.83
Towers Watson April 2015 - Present
Ascensus September 2013 - April 2015
PNC April 2010 - August 2013
PNC April 2009 - April 2010
PNC January 2008 - April 2009
Skills
Customer Service, Banking, Customer Satisfaction, Time Management, Finance, Access, Policy, Leadership, Financial Analysis, Microsoft Excel, Analysis, Management, Training, PowerPoint, Microsoft Office, Project Management, Risk Management, Microsoft Word
Education
Rider University 2011 — 2013
Bachelor of Science (B.S.), Business Administration, Minor in Economics, 3.85
Bucks County Community College 2007 — 2009
Associates Degree, Business Administration, 3.83
Michael Taylor's Ascensus Experience May 2015 - Present
Job Talent Acquisition Consultant at Ascensus
Industry Staffing and Recruiting
Experience
Ascensus May 2015 - Present
Comcast September 2014 - May 2015
Corporate Brokers, LLC January 2014 - August 2014
Corporate Brokers, LLC December 2011 - January 2014
Asset Management Specialist 2011 - 2011
Skills
Information Technology, Customer Service, Recruiting, Sourcing, Technical Recruiting, Temporary Placement, Talent Management, Staffing Services, Applicant Tracking..., Internet Recruiting, Screening, Onboarding, Call Center, Cold Calling, New Hire Orientations, College Recruiting, Payroll, Talent Acquisition, SDLC, Consulting, Temporary Staffing, Talent Pipelining, Marketing, Account Management, Building Relationships, Strategic Sourcing, Benefits Negotiation, Contract Recruitment, Screening Resumes, Staff Augmentation, Executive Search, Interviews, Permanent Placement, Job Fairs, Recruitment Advertising, Hiring, Human Resources, Resume Writing, IT Recruitment, Outsourcing, Employee Relations, Employer Branding, Employee Benefits, Call Centers, Management, Relationship Building, Leadership, Training
Education
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelor's degree, Marketing
Ascensus May 2015 - Present
Comcast September 2014 - May 2015
Corporate Brokers, LLC January 2014 - August 2014
Corporate Brokers, LLC December 2011 - January 2014
Asset Management Specialist 2011 - 2011
Skills
Information Technology, Customer Service, Recruiting, Sourcing, Technical Recruiting, Temporary Placement, Talent Management, Staffing Services, Applicant Tracking..., Internet Recruiting, Screening, Onboarding, Call Center, Cold Calling, New Hire Orientations, College Recruiting, Payroll, Talent Acquisition, SDLC, Consulting, Temporary Staffing, Talent Pipelining, Marketing, Account Management, Building Relationships, Strategic Sourcing, Benefits Negotiation, Contract Recruitment, Screening Resumes, Staff Augmentation, Executive Search, Interviews, Permanent Placement, Job Fairs, Recruitment Advertising, Hiring, Human Resources, Resume Writing, IT Recruitment, Outsourcing, Employee Relations, Employer Branding, Employee Benefits, Call Centers, Management, Relationship Building, Leadership, Training
Education
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelor's degree, Marketing
Jeremy Klomp Jeremy Klomp's Ascensus Experience July 2004 - Present
Job Director of Networking, Security, and Enterprise Services
Industry Financial Services
Experience
Ascensus July 2004 - Present
Consulting October 2003 - Present
Syvantis Technologies, LLC June 2002 - October 2003
Network Guidance Company March 2000 - June 2002
Bemidji State University Computer Services August 1999 - March 2000
Skills
Networking, Security, Servers, Firewalls, Software Development, Management, Disaster Recovery, Network Security, VMware, Cisco Technologies, DNS, Microsoft SQL Server, Data Center, Cisco IOS, Active Directory, DHCP, Routers, Virtualization, Network Architecture, Network Design, Windows Server, VMware ESX, LAN-WAN, Routing, Web Applications, TCP/IP
Education
Bemidji State University 1995 — 1999
Computer Information Systems
Waseca High School 1991 — 1995
Ascensus July 2004 - Present
Consulting October 2003 - Present
Syvantis Technologies, LLC June 2002 - October 2003
Network Guidance Company March 2000 - June 2002
Bemidji State University Computer Services August 1999 - March 2000
Skills
Networking, Security, Servers, Firewalls, Software Development, Management, Disaster Recovery, Network Security, VMware, Cisco Technologies, DNS, Microsoft SQL Server, Data Center, Cisco IOS, Active Directory, DHCP, Routers, Virtualization, Network Architecture, Network Design, Windows Server, VMware ESX, LAN-WAN, Routing, Web Applications, TCP/IP
Education
Bemidji State University 1995 — 1999
Computer Information Systems
Waseca High School 1991 — 1995
Chad Neumann Chad Neumann's Ascensus Experience August 2009 - Present
Job Senior Training Consultant at Ascensus
Industry Financial Services
Experience
Ascensus August 2009 - Present
CUNA Mutual Group September 2001 - July 2009
New Horizons Computer Learning Center April 1995 - June 2001
New Horizons Computer Learning Center April 1999 - May 2000
New Horizons Computer Learning Center May 1998 - March 1999
Wisconsin Institute of CPAs May 1992 - April 1995
Skills
Training, Instructor-led Training, Training Delivery, Staff Development, E-Learning, Software Documentation, Microsoft Office, Customer Service, Project Management, Access, Microsoft Word, Microsoft Excel, Curriculum Development, Customer Relations, Adult Education, Software Training
Education
Carroll University 1987 — 1991
BS, Business Administration
Ascensus August 2009 - Present
CUNA Mutual Group September 2001 - July 2009
New Horizons Computer Learning Center April 1995 - June 2001
New Horizons Computer Learning Center April 1999 - May 2000
New Horizons Computer Learning Center May 1998 - March 1999
Wisconsin Institute of CPAs May 1992 - April 1995
Skills
Training, Instructor-led Training, Training Delivery, Staff Development, E-Learning, Software Documentation, Microsoft Office, Customer Service, Project Management, Access, Microsoft Word, Microsoft Excel, Curriculum Development, Customer Relations, Adult Education, Software Training
Education
Carroll University 1987 — 1991
BS, Business Administration
Sara Enright's Ascensus Experience May 2015 - Present
Job Director, Employer Services and Solutions
Industry Financial Services
Experience
Ascensus May 2015 - Present
The Prudential Insurance Company of America October 1996 - May 2015
United States Air Force 1987 - 1991
Skills
Insurance, Process Improvement, Marketing Strategy, Strategic Planning, Life Insurance, Risk Management, Direct Marketing, Series 63, Financial Services, Employee Benefits, FINRA, Fixed Annuities, Leadership, Retirement, Series 6, Strategic Financial..., Vendor Management
Education
Cardinal Stritch University 1999 — 2001
M.S., Management
University of Wisconsin-Eau Claire 1992 — 1996
B.S., Criminal Justice
Ascensus May 2015 - Present
The Prudential Insurance Company of America October 1996 - May 2015
United States Air Force 1987 - 1991
Skills
Insurance, Process Improvement, Marketing Strategy, Strategic Planning, Life Insurance, Risk Management, Direct Marketing, Series 63, Financial Services, Employee Benefits, FINRA, Fixed Annuities, Leadership, Retirement, Series 6, Strategic Financial..., Vendor Management
Education
Cardinal Stritch University 1999 — 2001
M.S., Management
University of Wisconsin-Eau Claire 1992 — 1996
B.S., Criminal Justice
David Chrisinger David Chrisinger's Ascensus Experience June 2007 - April 2011
Job Application Engineer at Acsensus
Industry Information Technology and Services
Experience
Acsensus March 2011 - Present
Ascensus June 2007 - April 2011
Ascensus (Formerly BISYS Retirement Services) 1999 - April 2011
BISYS February 1999 - June 2007
Universal Pensions 1999 - 2003
Skills
Disaster Recovery, Vendor Management, Call Center, Virtualization, Process Improvement, Business Analysis, Cisco Technologies, Data Center, Active Directory, Troubleshooting, SharePoint, Server Architecture, DNS, SQL, Visio
Education
Bemidji State University 1994 — 1998
Minnesota State University, Moorhead 1995 — 1996
Acsensus March 2011 - Present
Ascensus June 2007 - April 2011
Ascensus (Formerly BISYS Retirement Services) 1999 - April 2011
BISYS February 1999 - June 2007
Universal Pensions 1999 - 2003
Skills
Disaster Recovery, Vendor Management, Call Center, Virtualization, Process Improvement, Business Analysis, Cisco Technologies, Data Center, Active Directory, Troubleshooting, SharePoint, Server Architecture, DNS, SQL, Visio
Education
Bemidji State University 1994 — 1998
Minnesota State University, Moorhead 1995 — 1996
Tim Mossburg's Ascensus Experience September 2014 - Present
Job Consultant at Ascensus
Industry Financial Services
Experience
Ascensus September 2014 - Present
Chase Investment Services Corp. February 2012 - August 2012
A Financial Services Company June 2009 - January 2012
GTE 1990 - 2009
verizon 1990 - 2009
Verizon Business June 1990 - December 2008
GTE/Verizon June 1990 - December 2008
GTE/Verizon October 1999 - August 2002
Skills
Call Center, Metrics, Process Improvement, T1, Telecommunications, Business Requirements, Project Management, Vendor Management, Business Analysis, Visio, Financial Analysis, Business Development, Salesforce.com, Team Leadership, Requirements Analysis
Education
Indiana Wesleyan University 1999 — 2002
Master of Business Administration (MBA), MBA
Ball State University 1978 — 1981
BS, Business/Marketing
Ascensus September 2014 - Present
Chase Investment Services Corp. February 2012 - August 2012
A Financial Services Company June 2009 - January 2012
GTE 1990 - 2009
verizon 1990 - 2009
Verizon Business June 1990 - December 2008
GTE/Verizon June 1990 - December 2008
GTE/Verizon October 1999 - August 2002
Skills
Call Center, Metrics, Process Improvement, T1, Telecommunications, Business Requirements, Project Management, Vendor Management, Business Analysis, Visio, Financial Analysis, Business Development, Salesforce.com, Team Leadership, Requirements Analysis
Education
Indiana Wesleyan University 1999 — 2002
Master of Business Administration (MBA), MBA
Ball State University 1978 — 1981
BS, Business/Marketing
Trevor Stasik's Ascensus Experience October 2010 - February 2012
Job Prospect Researcher, MakeAWish America: We have fulfilled more than 250,000 wishes for children worldwide.
Industry Nonprofit Organization Management
Experience
Make-A-Wish America April 2014 - Present
Make-A-Wish America March 2015 - August 2015
CERT July 2013 - March 2014
Iron Mountain Veterans Resource Group September 2012 - March 2014
Iron Mountain February 2012 - March 2014
Ascensus October 2010 - February 2012
Delaware Investments, a member of the Macquarie Group June 2008 - October 2010
OfficeMax July 2003 - May 2008
Financial Management Association (FMA), Temple University Student Organization September 2006 - January 2008
Film & Video Production July 2002 - September 2005
Skills
Analysis, Research, Fundraising, Prospect Research, Genealogy, History, Data Analysis, Coaching, Archives, Blogging, Content Development, Writing, Editing, Social Media, Storytelling, Budgets, Raiser's Edge, PowerPoint, Finance, Records Management, Accounting, Organizational..., Marketing Communications, Payroll, Mutual Funds, Sales, Marketing, Team Leadership, Financial Analysis, Outlook, Employee Benefits, Team Building, Project Management, Strategy, Microsoft Excel, Customer Satisfaction, Account Management, Human Resources, Customer Service, Recruiting, Process Improvement, Employee Training, Public Speaking, Management, Leadership, Strategic Planning, Training
Education
Temple University - Fox School of Business and Management 2003 — 2008
Bachelor of Business Administration, Finance, GPA 3.75
Bucks County Community College 2012 — 2013
AMA Human Resources Certificate, Human Resources, Graduated
Excelsior College 1999 — 2000
Associate in Applied Science, Technical Studies: Nuclear Technologies, Graduated
US Navy, Nuclear Power Training Unit, Ballston Spa, NY 1997 — 1998
Certification as Nuclear Propulsion Plant Operator, Electrical
Naval Nuclear Power School 1997 — 1997
Certification as a Nuclear Qualified Naval Electrician, Nuclear Power
Nuclear Field “A” School 1996 — 1997
Certification as a Navy Electrical Technician, Electrical and Electronics Theory
Neshaminy High School 1993 — 1996
Graduated 1996, Diploma
Make-A-Wish America April 2014 - Present
Make-A-Wish America March 2015 - August 2015
CERT July 2013 - March 2014
Iron Mountain Veterans Resource Group September 2012 - March 2014
Iron Mountain February 2012 - March 2014
Ascensus October 2010 - February 2012
Delaware Investments, a member of the Macquarie Group June 2008 - October 2010
OfficeMax July 2003 - May 2008
Financial Management Association (FMA), Temple University Student Organization September 2006 - January 2008
Film & Video Production July 2002 - September 2005
Skills
Analysis, Research, Fundraising, Prospect Research, Genealogy, History, Data Analysis, Coaching, Archives, Blogging, Content Development, Writing, Editing, Social Media, Storytelling, Budgets, Raiser's Edge, PowerPoint, Finance, Records Management, Accounting, Organizational..., Marketing Communications, Payroll, Mutual Funds, Sales, Marketing, Team Leadership, Financial Analysis, Outlook, Employee Benefits, Team Building, Project Management, Strategy, Microsoft Excel, Customer Satisfaction, Account Management, Human Resources, Customer Service, Recruiting, Process Improvement, Employee Training, Public Speaking, Management, Leadership, Strategic Planning, Training
Education
Temple University - Fox School of Business and Management 2003 — 2008
Bachelor of Business Administration, Finance, GPA 3.75
Bucks County Community College 2012 — 2013
AMA Human Resources Certificate, Human Resources, Graduated
Excelsior College 1999 — 2000
Associate in Applied Science, Technical Studies: Nuclear Technologies, Graduated
US Navy, Nuclear Power Training Unit, Ballston Spa, NY 1997 — 1998
Certification as Nuclear Propulsion Plant Operator, Electrical
Naval Nuclear Power School 1997 — 1997
Certification as a Nuclear Qualified Naval Electrician, Nuclear Power
Nuclear Field “A” School 1996 — 1997
Certification as a Navy Electrical Technician, Electrical and Electronics Theory
Neshaminy High School 1993 — 1996
Graduated 1996, Diploma
Jaime K. Vazquez's Ascensus Experience March 2010 - October 2010
Job Financial Assistant to Vince DiPietro, CLU®, ChFC®, ChSNC™, CFBS and Zachary Golen, AIF®
Industry Financial Services
Experience
First Financial Group, LLC October 2014 - Present
Audi Conshohocken July 2013 - July 2014
The Beacon Group of Companies May 2012 - June 2013
ReminderMedia December 2011 - March 2012
Ascensus March 2010 - October 2010
Vanguard October 2000 - July 2009
Vanguard October 2000 - July 2009
Vanguard October 2000 - July 2009
Vanguard October 2000 - July 2009
Skills
CRM, Retirement Planning, Financial Services, Retirement, Investments, Mutual Funds, Sales Management, 401k, Negotiation, ERISA, IRAs, Microsoft Office, RMDS, Qualified Retirement..., Licensing, Asset Allocation, Marketing Management, Profit Sharing, IRA, Office Administration, RFP Generation, RFP Design, Mail Sorting, Manage Client..., Client Development, Client Liaison, Client Relations Skills, Commitment to Customer..., Outlook, Office Management, Financial Analysis, Positive Team Player, Roth IRA, Inventory Management, High Net Worth..., Model Portfolios, Cross Selling, Sales Presentations, Sales Prospecting, Simple IRA, Benchmarking, Client Education, Financial Systems, Microsoft Publisher, New Business Development, 401k Rollovers, Automotive Sales..., Underwriting, Salesforce.com, Customer Service
Education
Arcadia University
Business Administration
First Financial Group, LLC October 2014 - Present
Audi Conshohocken July 2013 - July 2014
The Beacon Group of Companies May 2012 - June 2013
ReminderMedia December 2011 - March 2012
Ascensus March 2010 - October 2010
Vanguard October 2000 - July 2009
Vanguard October 2000 - July 2009
Vanguard October 2000 - July 2009
Vanguard October 2000 - July 2009
Skills
CRM, Retirement Planning, Financial Services, Retirement, Investments, Mutual Funds, Sales Management, 401k, Negotiation, ERISA, IRAs, Microsoft Office, RMDS, Qualified Retirement..., Licensing, Asset Allocation, Marketing Management, Profit Sharing, IRA, Office Administration, RFP Generation, RFP Design, Mail Sorting, Manage Client..., Client Development, Client Liaison, Client Relations Skills, Commitment to Customer..., Outlook, Office Management, Financial Analysis, Positive Team Player, Roth IRA, Inventory Management, High Net Worth..., Model Portfolios, Cross Selling, Sales Presentations, Sales Prospecting, Simple IRA, Benchmarking, Client Education, Financial Systems, Microsoft Publisher, New Business Development, 401k Rollovers, Automotive Sales..., Underwriting, Salesforce.com, Customer Service
Education
Arcadia University
Business Administration
Nicholas Atwood's Ascensus Experience September 2014 - February 2015
Job Student at Boston University
Industry Financial Services
Experience
Ascensus September 2014 - February 2015
The Fireplace Restaurant May 2014 - September 2014
Patagonia June 2013 - April 2014
Skills
Financial Markets, Sports, Sports Media, Strategic Communications
Education
Boston University 2012 — 2016
Economics
ACS Hillingdon International Prep School 2008 — 2010
High School Degree, 3.4
Ascensus September 2014 - February 2015
The Fireplace Restaurant May 2014 - September 2014
Patagonia June 2013 - April 2014
Skills
Financial Markets, Sports, Sports Media, Strategic Communications
Education
Boston University 2012 — 2016
Economics
ACS Hillingdon International Prep School 2008 — 2010
High School Degree, 3.4
Leanna Cwiklinski's Ascensus Experience October 2011 - May 2013
Job Credit Analyst at Customers Bank
Industry Banking
Experience
Customers Bank May 2015 - Present
Susquehanna Bank September 2014 - April 2015
Susquehanna Bank May 2013 - September 2014
Ascensus October 2011 - May 2013
Dow Jones FIS July 2011 - August 2011
Skills
Leadership, Customer Service, Microsoft Excel
Education
Boston University 2008 — 2011
Bachelor's Degree, International Relations; Minor: Economics
Customers Bank May 2015 - Present
Susquehanna Bank September 2014 - April 2015
Susquehanna Bank May 2013 - September 2014
Ascensus October 2011 - May 2013
Dow Jones FIS July 2011 - August 2011
Skills
Leadership, Customer Service, Microsoft Excel
Education
Boston University 2008 — 2011
Bachelor's Degree, International Relations; Minor: Economics
Kent Thibault Kent Thibault's Ascensus Experience September 2013 - Present
Job Senior QA Engineer at Acensus College Savings
Industry Computer Software
Experience
Ascensus September 2013 - Present
Upromise May 2012 - September 2013
Smart IT Staffing February 2012 - May 2012
REZ-1 September 2004 - November 2011
Skills
Hyperion, WebFOCUS, Jasper Reports, Quality Assurance, Report Writing, SQL, Technical Documentation, Business Analysis, Business Intelligence, Scrum, Scrum Master, Hyperion Enterprise, Process Improvement, Project Management, Agile Project Management, Toad, Analytics, Business Process, ETL, Agile Methodologies
Education
Bryant University 1999 — 2003
BS, Business Administration, Marketing
Ascensus September 2013 - Present
Upromise May 2012 - September 2013
Smart IT Staffing February 2012 - May 2012
REZ-1 September 2004 - November 2011
Skills
Hyperion, WebFOCUS, Jasper Reports, Quality Assurance, Report Writing, SQL, Technical Documentation, Business Analysis, Business Intelligence, Scrum, Scrum Master, Hyperion Enterprise, Process Improvement, Project Management, Agile Project Management, Toad, Analytics, Business Process, ETL, Agile Methodologies
Education
Bryant University 1999 — 2003
BS, Business Administration, Marketing
Daniel J McGuire Daniel J McGuire's Ascensus Experience October 2002 - Present
Job Account Officer at Ascensus
Industry Financial Services
Experience
Ascensus October 2002 - Present
Trustar July 1997 - October 2002
U.S. Army July 1977 - July 1997
Skills
Mutual Funds, Accounting, Financial Analysis, Risk Management, Strategic Financial..., Financial Services, Investments, Auditing, Banking, Securities, Financial Reporting, Account Reconciliation, Finance, Asset Management, Insurance, Analysis, Financial Modeling, Portfolio Management, 401k
Education
Bishop Timon 1972 — 1976
diploma
Chaminade University of Honolulu
Ascensus October 2002 - Present
Trustar July 1997 - October 2002
U.S. Army July 1977 - July 1997
Skills
Mutual Funds, Accounting, Financial Analysis, Risk Management, Strategic Financial..., Financial Services, Investments, Auditing, Banking, Securities, Financial Reporting, Account Reconciliation, Finance, Asset Management, Insurance, Analysis, Financial Modeling, Portfolio Management, 401k
Education
Bishop Timon 1972 — 1976
diploma
Chaminade University of Honolulu
Matthew Matula Matthew Matula's Ascensus Experience May 2015 - Present
Job Sr. Retirement Plan Consultant Client Services
Industry Human Resources
Experience
Ascensus May 2015 - Present
ADP September 2013 - May 2015
CIGNA Group Insurance October 2010 - February 2012
Personal Leave January 2008 - September 2010
Ascensus (Formerly BISYS) March 2007 - August 2007
HP Enterprise Services (Formerly EDS) October 2005 - November 2006
Philadelphia Insurance Companies August 2004 - August 2005
Morgan, Lewis & Bockius LLP June 2003 - January 2004
NCO Group (Formerly RMH Teleservices) November 2000 - June 2002
Vanguard November 1996 - November 2000
Skills
Customer Service, Investments, Insurance, 401k, Operations Management, Account Management, Change Management, Program Management, Management Consulting, Key Account Management, OMNI, Visio, Employee Benefits, Resource Management, Business Process, Outlook, Lotus Notes, Marketing Communications, Banking, Microsoft Office, Project Management, Business Process..., Management, Process Improvement, Training, SharePoint, Leadership, Analysis, Outsourcing, Call Centers, Recruiting, Data Analysis, Strategy, Vendor Management, Interviews, Time Management, Performance Management, Negotiation, Customer Relations, Administration, Sales, MS Office Suite, Business Management, Training Skills, Sales Process, Salesforce.com, Sales Presentations, Financial Services, Business Analysis, Marketing
Education
Albright College 1993 — 1995
BS, Management / Finance
Alvernia College 1991 — 1993
Transferred to Albright College, Management
Panther Valley High School 1984 — 1991
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Ascensus May 2015 - Present
ADP September 2013 - May 2015
CIGNA Group Insurance October 2010 - February 2012
Personal Leave January 2008 - September 2010
Ascensus (Formerly BISYS) March 2007 - August 2007
HP Enterprise Services (Formerly EDS) October 2005 - November 2006
Philadelphia Insurance Companies August 2004 - August 2005
Morgan, Lewis & Bockius LLP June 2003 - January 2004
NCO Group (Formerly RMH Teleservices) November 2000 - June 2002
Vanguard November 1996 - November 2000
Skills
Customer Service, Investments, Insurance, 401k, Operations Management, Account Management, Change Management, Program Management, Management Consulting, Key Account Management, OMNI, Visio, Employee Benefits, Resource Management, Business Process, Outlook, Lotus Notes, Marketing Communications, Banking, Microsoft Office, Project Management, Business Process..., Management, Process Improvement, Training, SharePoint, Leadership, Analysis, Outsourcing, Call Centers, Recruiting, Data Analysis, Strategy, Vendor Management, Interviews, Time Management, Performance Management, Negotiation, Customer Relations, Administration, Sales, MS Office Suite, Business Management, Training Skills, Sales Process, Salesforce.com, Sales Presentations, Financial Services, Business Analysis, Marketing
Education
Albright College 1993 — 1995
BS, Management / Finance
Alvernia College 1991 — 1993
Transferred to Albright College, Management
Panther Valley High School 1984 — 1991
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Danielle Power's Ascensus Experience October 2014 - Present
Job Trust Specialist I
Industry Financial Services
Experience
Ascensus October 2014 - Present
Connections of Moorhead February 2014 - July 2014
Microsoft July 2013 - February 2014
Mayville State University December 2011 - July 2013
Wells Fargo January 2010 - April 2011
Thrivent Financial For Lutherans June 2008 - December 2009
Skills
Financial Accounting, Financial Analysis, Business Analysis, Account Management, Customer Service, Data Entry, Communication Skills, Written & Oral..., Accounting, Finance, Microsoft Excel, Microsoft Office, Accounts Receivable, Accounts Payable, Payroll, Invoicing, Spreadsheets, Time Management, Microsoft Word, Management, Outlook, Teamwork, Leadership
Education
Minot Sate Univeristy Graduate School 2007 — 2008
Master of Science, Finance and Financial Management Services, marketing, operations, strategy, and economics., 3.781 GPA
Minot State University 2005 — 2007
Bachelor of Science, Business, Management, Marketing, and Related Support Services, Magna Cum Laude
Bismarck State College 2003 — 2005
Associate of Science (AS), Business Administration and Management, General
Ascensus October 2014 - Present
Connections of Moorhead February 2014 - July 2014
Microsoft July 2013 - February 2014
Mayville State University December 2011 - July 2013
Wells Fargo January 2010 - April 2011
Thrivent Financial For Lutherans June 2008 - December 2009
Skills
Financial Accounting, Financial Analysis, Business Analysis, Account Management, Customer Service, Data Entry, Communication Skills, Written & Oral..., Accounting, Finance, Microsoft Excel, Microsoft Office, Accounts Receivable, Accounts Payable, Payroll, Invoicing, Spreadsheets, Time Management, Microsoft Word, Management, Outlook, Teamwork, Leadership
Education
Minot Sate Univeristy Graduate School 2007 — 2008
Master of Science, Finance and Financial Management Services, marketing, operations, strategy, and economics., 3.781 GPA
Minot State University 2005 — 2007
Bachelor of Science, Business, Management, Marketing, and Related Support Services, Magna Cum Laude
Bismarck State College 2003 — 2005
Associate of Science (AS), Business Administration and Management, General
Sarah Yantek Sarah Yantek's Ascensus Experience March 2013 - March 2015
Job
Industry Financial Services
Experience
Lincoln Financial Group May 2015 - Present
Fit Life- East Falls March 2013 - Present
Ascensus March 2013 - March 2015
Ascensus January 2012 - March 2013
Ascensus September 2010 - February 2012
Online Learning Company August 2009 - August 2010
SEI August 2005 - 2009
Skills
Investments, Analysis, Financial Analysis, Business Analysis, Financial Services, Program Management, Process Improvement, Trading, Project Management, Management, Leadership, Risk Management, Financial Modeling, Mutual Funds, Securities, Finance, Hedge Funds, Relationship Management, Equities, Bloomberg, Strategic Planning, Asset Managment, Customer Service, Microsoft Excel, Series 6, Series 63
Education
Arcadia University 2006 — 2008
MBA, International Business
The George Washington University - School of Business 2003 — 2005
BBA, International Business
Lincoln Financial Group May 2015 - Present
Fit Life- East Falls March 2013 - Present
Ascensus March 2013 - March 2015
Ascensus January 2012 - March 2013
Ascensus September 2010 - February 2012
Online Learning Company August 2009 - August 2010
SEI August 2005 - 2009
Skills
Investments, Analysis, Financial Analysis, Business Analysis, Financial Services, Program Management, Process Improvement, Trading, Project Management, Management, Leadership, Risk Management, Financial Modeling, Mutual Funds, Securities, Finance, Hedge Funds, Relationship Management, Equities, Bloomberg, Strategic Planning, Asset Managment, Customer Service, Microsoft Excel, Series 6, Series 63
Education
Arcadia University 2006 — 2008
MBA, International Business
The George Washington University - School of Business 2003 — 2005
BBA, International Business
Carl Dotger's Ascensus Experience June 1999 - Present
Job VP, Systems Architecture at Ascensus
Industry Financial Services
Experience
Ascensus June 1999 - Present
Skylight Systems/ATD American January 1988 - June 1999
Skills
Systems Engineering, Integrated Management..., Database Administration, Performance Tuning, Storage Area Networks, Strategic Planning, Storage, NAS, Microsoft SQL Server, Sybase, Disaster Recovery, Unix, IT Operations, Wintel, Database Design, Software Development, IT Management, Virtualization, Vendor Management, SDLC, Business Analysis, Integration, IT Strategy, Solaris, Data Center, Data Modeling, Enterprise Architecture, Software Project...
Education
Jenkintown High School 1986 — 1990
Arcadia University
Computer Sciences
Penn State University
Accounting
Ascensus June 1999 - Present
Skylight Systems/ATD American January 1988 - June 1999
Skills
Systems Engineering, Integrated Management..., Database Administration, Performance Tuning, Storage Area Networks, Strategic Planning, Storage, NAS, Microsoft SQL Server, Sybase, Disaster Recovery, Unix, IT Operations, Wintel, Database Design, Software Development, IT Management, Virtualization, Vendor Management, SDLC, Business Analysis, Integration, IT Strategy, Solaris, Data Center, Data Modeling, Enterprise Architecture, Software Project...
Education
Jenkintown High School 1986 — 1990
Arcadia University
Computer Sciences
Penn State University
Accounting
Billy Herald Billy Herald's Ascensus Experience June 2011 - Present
Job Recruiting Manager at Robert Half Finance & Accounting
Industry Financial Services
Experience
Robert Half Finance & Accounting April 2015 - Present
Ascensus June 2011 - Present
Ascensus July 2009 - June 2011
Ascensus February 2006 - July 2009
Education
Boston Baptist College 2002 — 2007
Bachelor's Degree, Biblical Studies
Robert Half Finance & Accounting April 2015 - Present
Ascensus June 2011 - Present
Ascensus July 2009 - June 2011
Ascensus February 2006 - July 2009
Education
Boston Baptist College 2002 — 2007
Bachelor's Degree, Biblical Studies
Luke Swanson Luke Swanson's Ascensus Experience June 2014 - Present
Job Graduate of the University of MinnesotaDuluth
Industry
Experience
Ascensus June 2014 - Present
Rafferty's Inc. July 2008 - August 2012
Skills
Critical Thinking, Data Entry, Teamwork, Time Management, Facebook, Organization &..., Group Dynamics, Research, Market Research, Training, Delegation, Inventory Management, Cash Handling Experience, Fundraising, Microsoft Excel, Microsoft Word, Windows, PowerPoint, Google Docs
Education
University of Minnesota-Duluth 2011 — 2014
Bachelor of Business Administration (BBA), Organizational Management & Marketing Double Major
Central Lakes College-Brainerd 2008 — 2011
Associate of Arts (AA)
Ascensus June 2014 - Present
Rafferty's Inc. July 2008 - August 2012
Skills
Critical Thinking, Data Entry, Teamwork, Time Management, Facebook, Organization &..., Group Dynamics, Research, Market Research, Training, Delegation, Inventory Management, Cash Handling Experience, Fundraising, Microsoft Excel, Microsoft Word, Windows, PowerPoint, Google Docs
Education
University of Minnesota-Duluth 2011 — 2014
Bachelor of Business Administration (BBA), Organizational Management & Marketing Double Major
Central Lakes College-Brainerd 2008 — 2011
Associate of Arts (AA)
Sheila Bartel Sheila Bartel's Ascensus Experience May 2008 - Present
Job Operations Specialist at Ascensus
Industry Financial Services
Experience
Ascensus May 2008 - Present
Thrivent Financial for Lutherans October 2004 - July 2005
Madden's on Gull Lake May 1997 - October 2001
Madden's on Gull Lake April 1991 - October 1995
Skills
Process Improvement, Customer Service, Microsoft Excel, Access Database, Lawson General Ledger, Microsoft Office, Outlook, Qualified Retirement...
Education
The College of St. Scholastica 2005 — 2007
Bachelor’s Degree, Accounting
Minnesota State University, Moorhead 2001 — 2003
Bachelor’s Degree, Accounting
Central Lakes College 1994 — 1999
Associate’s Degree, Generals
Ascensus May 2008 - Present
Thrivent Financial for Lutherans October 2004 - July 2005
Madden's on Gull Lake May 1997 - October 2001
Madden's on Gull Lake April 1991 - October 1995
Skills
Process Improvement, Customer Service, Microsoft Excel, Access Database, Lawson General Ledger, Microsoft Office, Outlook, Qualified Retirement...
Education
The College of St. Scholastica 2005 — 2007
Bachelor’s Degree, Accounting
Minnesota State University, Moorhead 2001 — 2003
Bachelor’s Degree, Accounting
Central Lakes College 1994 — 1999
Associate’s Degree, Generals
Michelle Benner Michelle Benner's Ascensus Experience June 2015 - Present
Job Client Relationship Manager at Ascensus
Industry Financial Services
Experience
Ascensus June 2015 - Present
Coho Partners, Ltd. July 2012 - November 2014
Lincoln Financial Group February 2012 - July 2012
Beneficial Advisors, LLC September 2009 - January 2011
Turner Investment Partners April 2007 - October 2008
SEI Investments October 1998 - March 2007
Skills
Investments, Mutual Funds, New Business Development, Multimedia, Relationship Management, Asset Management, Training, Customer Relations, Series 7, Series 63, 401k, Banking, Financial Services, CRM, Marketing, Press Releases, Strategic Financial..., Customer Service, Investment Advisory
Education
Bloomsburg University of Pennsylvania 1983 — 1986
BA, Sociology
Montoursville High School
Ascensus June 2015 - Present
Coho Partners, Ltd. July 2012 - November 2014
Lincoln Financial Group February 2012 - July 2012
Beneficial Advisors, LLC September 2009 - January 2011
Turner Investment Partners April 2007 - October 2008
SEI Investments October 1998 - March 2007
Skills
Investments, Mutual Funds, New Business Development, Multimedia, Relationship Management, Asset Management, Training, Customer Relations, Series 7, Series 63, 401k, Banking, Financial Services, CRM, Marketing, Press Releases, Strategic Financial..., Customer Service, Investment Advisory
Education
Bloomsburg University of Pennsylvania 1983 — 1986
BA, Sociology
Montoursville High School
Ethan Branum Ethan Branum's Ascensus Experience September 2013 - Present
Job Qualified Retirement Plan Specialist at Ascensus
Industry Legal Services
Experience
Ascensus September 2013 - Present
Mills Automotive Group July 2012 - August 2013
Mills Automotive Group July 2012 - January 2013
Deacon's Lodge Golf Course May 2010 - August 2011
Iven's on the Bay November 2006 - August 2009
Breezy Point Resort May 2006 - August 2009
Skills
Motivated, Hard Worker, Customer Service, Communication Skills, PowerPoint, Resolving Conflicts, Technology of Vehicle..., Telemarketing, Customer Satisfaction, Marketing, Teamwork, Selling, Microsoft Office, Account Management, Fundraising, Management, Microsoft Excel, Time Management, Leadership, Team Building, Research, Retail, Coaching, Sales Management, Sales, Recruiting, Advertising, Retirement Plan..., Qualified Retirement..., Consulting, Training
Education
University of Wisconsin-Superior 2011 — 2012
Bachelor of Science, Business Administration; Marketing
Bemidji State University 2008 — 2010
Associate's degree, Business Administration
Ascensus September 2013 - Present
Mills Automotive Group July 2012 - August 2013
Mills Automotive Group July 2012 - January 2013
Deacon's Lodge Golf Course May 2010 - August 2011
Iven's on the Bay November 2006 - August 2009
Breezy Point Resort May 2006 - August 2009
Skills
Motivated, Hard Worker, Customer Service, Communication Skills, PowerPoint, Resolving Conflicts, Technology of Vehicle..., Telemarketing, Customer Satisfaction, Marketing, Teamwork, Selling, Microsoft Office, Account Management, Fundraising, Management, Microsoft Excel, Time Management, Leadership, Team Building, Research, Retail, Coaching, Sales Management, Sales, Recruiting, Advertising, Retirement Plan..., Qualified Retirement..., Consulting, Training
Education
University of Wisconsin-Superior 2011 — 2012
Bachelor of Science, Business Administration; Marketing
Bemidji State University 2008 — 2010
Associate's degree, Business Administration
Eric Berzofsky Eric Berzofsky's Ascensus Experience May 2015 - Present
Job Lead QA Engineer at Ascensus
Industry Computer Software
Experience
Ascensus May 2015 - Present
IntegriChain January 2012 - May 2015
Nokia Location and Commerce (formerly Navteq) April 2010 - January 2012
Panasas July 2006 - May 2010
Network Appliance (formerly Spinnaker Networks) August 2001 - July 2006
EMC (fomerly Data General) February 1999 - July 2001
Boston University May 1996 - August 1996
Skills
Python, Perl, TCL, C#, C, C++, Unix Shell Scripting, Visual C++, Java, HTML, SQL, UNIX, Linux, Windows, DOS, Mac OS, Microsoft Office, Oracle, Wordpress, JIRA, Bugzilla, Greenhopper, Subversion, Perforce, Wikis, Network Design, Spanish, Hebrew, American Sign Language, Agile Methodologies, Unix, Databases, Test Planning, Test Automation, Regression Testing
Education
West Chester University of Pennsylvania 2010 — 2014
MBA, Business
Rochester Institute of Technology 1998 — 1999
MS, Computer Engineering
Boston University 1993 — 1997
BS, Computer Engineering
Ascensus May 2015 - Present
IntegriChain January 2012 - May 2015
Nokia Location and Commerce (formerly Navteq) April 2010 - January 2012
Panasas July 2006 - May 2010
Network Appliance (formerly Spinnaker Networks) August 2001 - July 2006
EMC (fomerly Data General) February 1999 - July 2001
Boston University May 1996 - August 1996
Skills
Python, Perl, TCL, C#, C, C++, Unix Shell Scripting, Visual C++, Java, HTML, SQL, UNIX, Linux, Windows, DOS, Mac OS, Microsoft Office, Oracle, Wordpress, JIRA, Bugzilla, Greenhopper, Subversion, Perforce, Wikis, Network Design, Spanish, Hebrew, American Sign Language, Agile Methodologies, Unix, Databases, Test Planning, Test Automation, Regression Testing
Education
West Chester University of Pennsylvania 2010 — 2014
MBA, Business
Rochester Institute of Technology 1998 — 1999
MS, Computer Engineering
Boston University 1993 — 1997
BS, Computer Engineering
Pamala Kaye-Williams's Ascensus Experience 1998 - Present
Job Sales Consultant, CIS
Industry Financial Services
Experience
Ascensus 1998 - Present
Keller Williams Realty Professionals February 2012 - Present
Crow Wing County Minnesota - County Attorney's Office 1992 - 1996
Skills
401k, Mutual Funds, Retirement Planning, Financial Services, Retirement, Customer Service, Insurance, Strategic Financial..., Call Center, Banking, Outlook, Strategic Planning, Marketing, Relationship Management, Call Centers, Training
Education
Bemidji State University 1989 — 1992
Legal Studies, General
Ascensus 1998 - Present
Keller Williams Realty Professionals February 2012 - Present
Crow Wing County Minnesota - County Attorney's Office 1992 - 1996
Skills
401k, Mutual Funds, Retirement Planning, Financial Services, Retirement, Customer Service, Insurance, Strategic Financial..., Call Center, Banking, Outlook, Strategic Planning, Marketing, Relationship Management, Call Centers, Training
Education
Bemidji State University 1989 — 1992
Legal Studies, General
Laura Firkus (Hazelton)'s Ascensus Experience August 2014 - Present
Job ☆☆☆☆☆
Industry Financial Services
Experience
Ascensus August 2014 - Present
Vet's Oil Company March 2011 - September 2013
Falls Industrial Foam August 2005 - September 2011
Falls Distribution Inc. August 2005 - July 2011
OneSource Building Services, Inc. February 2000 - August 2005
Skills
District Manager, Account Management, Petroleum, Sales, Strategic Planning, Sales Management, Purchasing, Key Account Management, Packaging, Manufacturing, New Business Development, Marketing, Accounting, Office Management, Data Entry, Quoting, Human Resources, Customer Service
Education
Anoka Ramsey Community College 1993 — 1995
N/A, General Credits / Accounting
University of Minnesota-Twin Cities 1992 — 1994
N/A, General Credits
Ascensus August 2014 - Present
Vet's Oil Company March 2011 - September 2013
Falls Industrial Foam August 2005 - September 2011
Falls Distribution Inc. August 2005 - July 2011
OneSource Building Services, Inc. February 2000 - August 2005
Skills
District Manager, Account Management, Petroleum, Sales, Strategic Planning, Sales Management, Purchasing, Key Account Management, Packaging, Manufacturing, New Business Development, Marketing, Accounting, Office Management, Data Entry, Quoting, Human Resources, Customer Service
Education
Anoka Ramsey Community College 1993 — 1995
N/A, General Credits / Accounting
University of Minnesota-Twin Cities 1992 — 1994
N/A, General Credits
Elizabeth Leibson Elizabeth Leibson's Ascensus Experience October 2005 - April 2008
Job Human Resources Payroll Professional
Industry Accounting
Experience
The Pathway School June 2013 - September 2013
Global DMS January 2012 - June 2013
Mike Carr's Towing and Hauling June 2011 - November 2011
Penn Mutual June 2008 - December 2010
Ascensus October 2005 - April 2008
Prudential Financial January 1994 - September 2005
Skills
Customer Service, Process Improvement, Accounts Payable, Employee Benefits, Payroll, Accounts Receivable, Benefits Administration, Account Management, Microsoft Office, Insurance, Sales, Vendor Management, Human Resources, Financial Services, Leadership, Software Documentation, Outlook, Accounting, Invoicing, Financial Analysis, Fixed Annuities, Project Management, New Business Development, Microsoft Word, Technical Recruiting, System Administration, Finance, Management, Account Reconciliation, Risk Management, General Ledger, QuickBooks, Microsoft Dynamics SL, A/R collections, Accruals, Microsoft Excel, Financial Statements, Journal Entries, 401k, Internal Controls, Internal Audit, ADP Payroll, Financial Reporting, Budgets
Education
Bucks County Community College 1989 — 1991
Business Administration/Accounting
Employer Sponsored Training
The Pathway School June 2013 - September 2013
Global DMS January 2012 - June 2013
Mike Carr's Towing and Hauling June 2011 - November 2011
Penn Mutual June 2008 - December 2010
Ascensus October 2005 - April 2008
Prudential Financial January 1994 - September 2005
Skills
Customer Service, Process Improvement, Accounts Payable, Employee Benefits, Payroll, Accounts Receivable, Benefits Administration, Account Management, Microsoft Office, Insurance, Sales, Vendor Management, Human Resources, Financial Services, Leadership, Software Documentation, Outlook, Accounting, Invoicing, Financial Analysis, Fixed Annuities, Project Management, New Business Development, Microsoft Word, Technical Recruiting, System Administration, Finance, Management, Account Reconciliation, Risk Management, General Ledger, QuickBooks, Microsoft Dynamics SL, A/R collections, Accruals, Microsoft Excel, Financial Statements, Journal Entries, 401k, Internal Controls, Internal Audit, ADP Payroll, Financial Reporting, Budgets
Education
Bucks County Community College 1989 — 1991
Business Administration/Accounting
Employer Sponsored Training
Derek Owen Derek Owen's Ascensus Experience July 2002 - April 2010
Job Regional Director of Sales at Micronet/ChamberMaster
Industry Consumer Services
Experience
Nisswa Chamber of Commerce December 2010 - Present
ChamberMaster July 2010 - Present
ChamberMaster April 2010 - July 2010
Ascensus July 2002 - April 2010
Skills
Marketing, Account Management, Marketing Strategy, Social Media Marketing, Management, Sales, Email Marketing, Marketing Communications, Online Marketing, Advertising, Public Relations, Social Networking, Social Media, Lead Generation, Strategic Planning
Education
Bemidji State University 2000 — 2002
BS, Mass Communications. PR/Advertising
Central Lakes College 1998 — 2000
Generals
Nisswa Chamber of Commerce December 2010 - Present
ChamberMaster July 2010 - Present
ChamberMaster April 2010 - July 2010
Ascensus July 2002 - April 2010
Skills
Marketing, Account Management, Marketing Strategy, Social Media Marketing, Management, Sales, Email Marketing, Marketing Communications, Online Marketing, Advertising, Public Relations, Social Networking, Social Media, Lead Generation, Strategic Planning
Education
Bemidji State University 2000 — 2002
BS, Mass Communications. PR/Advertising
Central Lakes College 1998 — 2000
Generals
Chris Grebey's Ascensus Experience 2003 - 2008
Job Project Manager
Industry Financial Services
Experience
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
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
David Jabbour's Ascensus Experience August 2007 - Present
Job Information Technology and Services Consultant and Professional
Industry Information Technology and Services
Experience
Ascensus August 2007 - Present
Astra Zeneca June 2006 - June 2007
JB Federal Systems September 2005 - May 2006
Siemens Medical Solutions January 2001 - September 2005
Chubb Insurance 1991 - 2000
Skills
Microsoft SQL Server, Windows, Vendor Management, Agile Methodologies, Oracle, Business Analysis, Windows Server, SDLC, System Administration, SQL, Requirements Analysis, Disaster Recovery, Process Improvement, Unix
Education
University of Phoenix 2008 — 2010
Masters, Business Information Systems
Boston University 2007 — 2007
Linux Training Course
University of Massachusetts Lowell 2007 — 2007
Computer Science
Computer Learning Center 2000 — 2000
Certificate, Windows 2000 Server Technology
Fairfield University 1987 — 1991
BA, English with a Minor in Politics
New Horizons
Ascensus August 2007 - Present
Astra Zeneca June 2006 - June 2007
JB Federal Systems September 2005 - May 2006
Siemens Medical Solutions January 2001 - September 2005
Chubb Insurance 1991 - 2000
Skills
Microsoft SQL Server, Windows, Vendor Management, Agile Methodologies, Oracle, Business Analysis, Windows Server, SDLC, System Administration, SQL, Requirements Analysis, Disaster Recovery, Process Improvement, Unix
Education
University of Phoenix 2008 — 2010
Masters, Business Information Systems
Boston University 2007 — 2007
Linux Training Course
University of Massachusetts Lowell 2007 — 2007
Computer Science
Computer Learning Center 2000 — 2000
Certificate, Windows 2000 Server Technology
Fairfield University 1987 — 1991
BA, English with a Minor in Politics
New Horizons
Tom Fleck's Ascensus Experience May 2005 - March 2010
Job Independent Living Sales Counselor
Industry Nonprofit Organization Management
Experience
Presbyterian SeniorCare June 2014 - Present
Simpson Senior Services October 2011 - June 2014
IIABA March 2010 - October 2011
Ascensus May 2005 - March 2010
Fidelity Investments December 1995 - April 2005
UBS Trust Company 1993 - 1996
Skills
Website Content, Marketing Campaigns, Group Presentations, Retirement, Employee Benefits, Health Insurance, Defined Benefit, ERISA, 401k, Profit Sharing, Series 6, Pensions, Retirement Planning, Fixed Annuities, Series 63, Mutual Funds, Series 7, Retirement Plan..., IRAs, Insurance, Defined Contribution, Life Insurance, Disability Insurance, Investments, Strategic Planning, Senior Retirement..., Investment Advisory, Term Life Insurance, Long-term Care, Asset Allocation, Financial Services, Wealth Management, Securities
Education
ISCEBS 1993 — 1993
CEBS, Benefits
Goldey Beacom College
Finance
Binghamton University
BA, Pre-LAw
University of Delaware
MBA, Finance
Presbyterian SeniorCare June 2014 - Present
Simpson Senior Services October 2011 - June 2014
IIABA March 2010 - October 2011
Ascensus May 2005 - March 2010
Fidelity Investments December 1995 - April 2005
UBS Trust Company 1993 - 1996
Skills
Website Content, Marketing Campaigns, Group Presentations, Retirement, Employee Benefits, Health Insurance, Defined Benefit, ERISA, 401k, Profit Sharing, Series 6, Pensions, Retirement Planning, Fixed Annuities, Series 63, Mutual Funds, Series 7, Retirement Plan..., IRAs, Insurance, Defined Contribution, Life Insurance, Disability Insurance, Investments, Strategic Planning, Senior Retirement..., Investment Advisory, Term Life Insurance, Long-term Care, Asset Allocation, Financial Services, Wealth Management, Securities
Education
ISCEBS 1993 — 1993
CEBS, Benefits
Goldey Beacom College
Finance
Binghamton University
BA, Pre-LAw
University of Delaware
MBA, Finance
George Piquette's Ascensus Experience July 2015 - Present
Job VP, Systems Analysis & User Experience Team at Ascensus
Industry Information Technology and Services
Experience
Ascensus July 2015 - Present
Fidelity Investments September 2014 - July 2015
Fidelity Investments May 2012 - September 2014
Fidelity Investments May 2009 - May 2012
Fidelity Investments August 1997 - November 2008
Skills
Software Development, Leadership, Management, Databases, Analysis, Software Engineering, SDLC, Agile Methodologies, Entrepreneurship, Software Project..., Requirements Analysis, SOA, Enterprise Architecture, Agile Project Management, Business Analysis, Systems Analysis
Education
Bryant University 1999 — 2003
MBA, CIS
Rhode Island College 1992 — 1997
BA, Mathematics
Seekonk
Ascensus July 2015 - Present
Fidelity Investments September 2014 - July 2015
Fidelity Investments May 2012 - September 2014
Fidelity Investments May 2009 - May 2012
Fidelity Investments August 1997 - November 2008
Skills
Software Development, Leadership, Management, Databases, Analysis, Software Engineering, SDLC, Agile Methodologies, Entrepreneurship, Software Project..., Requirements Analysis, SOA, Enterprise Architecture, Agile Project Management, Business Analysis, Systems Analysis
Education
Bryant University 1999 — 2003
MBA, CIS
Rhode Island College 1992 — 1997
BA, Mathematics
Seekonk
Nicholas Mauritz's Ascensus Experience January 2015 - Present
Job Financial Reporting Manager, Ascensus College Savings
Industry Accounting
Experience
Ascensus January 2015 - Present
Viacom March 2014 - January 2015
The Siegfried Group October 2010 - March 2014
Trade Supply Group May 2009 - October 2010
PricewaterhouseCoopers September 2006 - May 2009
Skills
SEC filings, Financial Reporting, Financial Accounting, Financial Analysis, US GAAP, Financial Modeling, Microsoft Excel, Microsoft Word, Accounting, Internal Controls, Financial Operations, SEC reporting, Excel, Auditing, Audit, GAAP, Due Diligence, Access, Word, PowerPoint, Assurance, Big 4, Private Equity, Corporate Finance, Microsoft Office, Corporate FP&A, Intercompany..., International Accounting, Entertainment, Hedge Funds, Fund Of Funds, Distribution, Wholesale
Education
Bucknell University 2002 — 2006
Bachelor of Science (BS), Accounting
Brooks School 1999 — 2002
BSBA, Accounting
Ascensus January 2015 - Present
Viacom March 2014 - January 2015
The Siegfried Group October 2010 - March 2014
Trade Supply Group May 2009 - October 2010
PricewaterhouseCoopers September 2006 - May 2009
Skills
SEC filings, Financial Reporting, Financial Accounting, Financial Analysis, US GAAP, Financial Modeling, Microsoft Excel, Microsoft Word, Accounting, Internal Controls, Financial Operations, SEC reporting, Excel, Auditing, Audit, GAAP, Due Diligence, Access, Word, PowerPoint, Assurance, Big 4, Private Equity, Corporate Finance, Microsoft Office, Corporate FP&A, Intercompany..., International Accounting, Entertainment, Hedge Funds, Fund Of Funds, Distribution, Wholesale
Education
Bucknell University 2002 — 2006
Bachelor of Science (BS), Accounting
Brooks School 1999 — 2002
BSBA, Accounting
Scott Firmstone, PMP's Ascensus Experience July 1995 - Present
Job Director, Program Manager Enterprise Project Management at Ascensus
Industry Financial Services
Experience
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
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
Shanae Duley's Ascensus Experience December 2014 - Present
Job Account Executive at Ascensus
Industry Marketing and Advertising
Experience
Ascensus December 2014 - Present
Comcast Cable June 2014 - December 2014
T-Mobile August 2008 - May 2014
Skills
Sales, Retail, Strategy, Wireless, Account Management, Customer Service, Visual Merchandising, Consultative Selling, POS, Retail Sales
Education
Clark Atlanta University 2002 — 2008
BA, Business Administration/Marketing
Ascensus December 2014 - Present
Comcast Cable June 2014 - December 2014
T-Mobile August 2008 - May 2014
Skills
Sales, Retail, Strategy, Wireless, Account Management, Customer Service, Visual Merchandising, Consultative Selling, POS, Retail Sales
Education
Clark Atlanta University 2002 — 2008
BA, Business Administration/Marketing
Karen Klopfer's Ascensus Experience December 2013 - Present
Job Senior Software Engineer at Ascensus
Industry Information Technology and Services
Experience
Ascensus December 2013 - Present
Upromise, a subsidiary of Sallie Mae May 2011 - December 2013
Averion International June 2000 - April 2011
Work Technology Corporation 1999 - 2000
Brookline Schools Staff Children's Center 1990 - 1999
Education
Boston University 1998 — 1999
Certificate, Client Server
Wheelock College
MS, Education, Administration
University of Massachusetts, Amherst 1977 — 1978
BA, Education, Human Services
Boston College 1973 — 1976
Education
Guilford High School 1969 — 1974
Ascensus December 2013 - Present
Upromise, a subsidiary of Sallie Mae May 2011 - December 2013
Averion International June 2000 - April 2011
Work Technology Corporation 1999 - 2000
Brookline Schools Staff Children's Center 1990 - 1999
Education
Boston University 1998 — 1999
Certificate, Client Server
Wheelock College
MS, Education, Administration
University of Massachusetts, Amherst 1977 — 1978
BA, Education, Human Services
Boston College 1973 — 1976
Education
Guilford High School 1969 — 1974
Laura Patchin's Ascensus Experience September 2012 - Present
Job Plan Document Specialist at Ascensus
Industry Accounting
Experience
Ascensus September 2012 - Present
Lindy Little Joe, Inc. January 2002 - April 2009
First Eye Care Center 1990 - 1995
Skills
Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Financial Reporting, Financial Analysis, Budgets, QuickBooks, Auditing, Outlook, Accounts Receivable, Account Reconciliation, Access, Invoicing, Payroll, General Ledger, Accounts Payable, Bookkeeping, Financial Accounting, PeopleSoft, Finance, Internal Controls
Education
Central Lakes College-Brainerd 2009 — 2011
Associate of Science (A.S.), Accounting and Finance
Ascensus September 2012 - Present
Lindy Little Joe, Inc. January 2002 - April 2009
First Eye Care Center 1990 - 1995
Skills
Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Financial Reporting, Financial Analysis, Budgets, QuickBooks, Auditing, Outlook, Accounts Receivable, Account Reconciliation, Access, Invoicing, Payroll, General Ledger, Accounts Payable, Bookkeeping, Financial Accounting, PeopleSoft, Finance, Internal Controls
Education
Central Lakes College-Brainerd 2009 — 2011
Associate of Science (A.S.), Accounting and Finance
Adam Godlove's Ascensus Experience July 2008 - April 2010
Job Vice President at M&T Bank
Industry Financial Services
Experience
M&T Bank Operations Manager, Assistant Vice PresidentM&T BankNovember 2010 - Present
M&T Securities January 2009 - November 2010
Ascensus July 2008 - April 2010
Skills
Visio, Financial Analysis, Risk Management, Business Analysis, Process Improvement, Six Sigma, Vendor Management, Leadership, Analysis, Team Leadership, Team Building, Change Management, Project Management, Cross-functional Team..., Banking
Education
Clarkson University 2001 — 2002
MBA, Business Administration
Clarkson University 1997 — 2001
BA, Finance
M&T Bank Operations Manager, Assistant Vice PresidentM&T BankNovember 2010 - Present
M&T Securities January 2009 - November 2010
Ascensus July 2008 - April 2010
Skills
Visio, Financial Analysis, Risk Management, Business Analysis, Process Improvement, Six Sigma, Vendor Management, Leadership, Analysis, Team Leadership, Team Building, Change Management, Project Management, Cross-functional Team..., Banking
Education
Clarkson University 2001 — 2002
MBA, Business Administration
Clarkson University 1997 — 2001
BA, Finance
Theodore Smith's Ascensus Experience August 2006 - Present
Job Regional Vice President, Ascensus
Industry Financial Services
Experience
Ascensus August 2006 - Present
Ascensus September 2005 - August 2006
Ascensus April 2002 - September 2005
Ascensus August 2000 - April 2002
Merrill Lynch October 1999 - August 2000
Skills
Defined Contribution, Retirement, Retirement Planning, Series 63, Retirement Plan..., 401k, Financial Services, Defined Benefit, Pensions
Education
Cabrini College 1994 — 1998
Bachelor's Degree, Business Administration
Ascensus August 2006 - Present
Ascensus September 2005 - August 2006
Ascensus April 2002 - September 2005
Ascensus August 2000 - April 2002
Merrill Lynch October 1999 - August 2000
Skills
Defined Contribution, Retirement, Retirement Planning, Series 63, Retirement Plan..., 401k, Financial Services, Defined Benefit, Pensions
Education
Cabrini College 1994 — 1998
Bachelor's Degree, Business Administration
Donna Wescoe's Ascensus Experience December 2014 - Present
Job IT Director
Industry Banking
Experience
Ascensus December 2014 - Present
Ascensus July 2012 - December 2014
Ascensus August 2010 - July 2012
Advanta Bank Corp November 1996 - February 2009
Advanta Bank Corporation November 1996 - June 2006
Towers Perrin 1994 - 1996
PricewaterhouseCoopers 1994 - 1994
Education
Baylor University 1991 — 1993
MS, Math, Statistics
Northern Illinois University 1987 — 1991
BS, Math, Finance
Ascensus December 2014 - Present
Ascensus July 2012 - December 2014
Ascensus August 2010 - July 2012
Advanta Bank Corp November 1996 - February 2009
Advanta Bank Corporation November 1996 - June 2006
Towers Perrin 1994 - 1996
PricewaterhouseCoopers 1994 - 1994
Education
Baylor University 1991 — 1993
MS, Math, Statistics
Northern Illinois University 1987 — 1991
BS, Math, Finance
Eileen Zinzer's Ascensus Experience November 2010 - Present
Job New Business Installation Coordinator
Industry Financial Services
Experience
Ascensus November 2010 - Present
Ascensus March 1997 - November 2010
Education
Bentley University
BS, Accounting
Ascensus November 2010 - Present
Ascensus March 1997 - November 2010
Education
Bentley University
BS, Accounting
Jarrett Swanson's Ascensus Experience December 2009 - Present
Job Programmer at Ascensus
Industry Information Technology and Services
Experience
Ascensus December 2009 - Present
Data Recognition Corporation July 2009 - December 2009
Target June 2008 - January 2009
Education
Bemidji State University 2003 — 2008
Computer Information Systems / Business Administration
Ascensus December 2009 - Present
Data Recognition Corporation July 2009 - December 2009
Target June 2008 - January 2009
Education
Bemidji State University 2003 — 2008
Computer Information Systems / Business Administration
Laura Peirson, MBA, ARPC's Ascensus Experience February 2001 - Present
Job Senior Regional Sales Consultant at Ascensus
Industry Financial Services
Experience
Ascensus February 2001 - Present
Vanguard May 1994 - March 1999
Skills
401k, Asset Management, Investments, Retirement, Employee Benefits, Retirement Planning, Mutual Funds, Financial Advisory, Pensions, IRAs, 403 b, Series 63, Series 6, Investment Strategies, Series 7, Asset Allocation, Retirement Plan..., Fixed Annuities, Defined Benefit, Management
Education
Arcadia University 2013 — 2015
Master of Business Administration (MBA), MBA with Global Perspective
University of Delaware 1986 — 1990
Bachelor of Science degree in Physical Education Studies from University of Delaware, Cardiac Rehabiliation and Sports Medicine
Ascensus February 2001 - Present
Vanguard May 1994 - March 1999
Skills
401k, Asset Management, Investments, Retirement, Employee Benefits, Retirement Planning, Mutual Funds, Financial Advisory, Pensions, IRAs, 403 b, Series 63, Series 6, Investment Strategies, Series 7, Asset Allocation, Retirement Plan..., Fixed Annuities, Defined Benefit, Management
Education
Arcadia University 2013 — 2015
Master of Business Administration (MBA), MBA with Global Perspective
University of Delaware 1986 — 1990
Bachelor of Science degree in Physical Education Studies from University of Delaware, Cardiac Rehabiliation and Sports Medicine
Janice Schurtz's Ascensus Experience March 2014 - Present
Job Account Executive at Ascensus
Industry Financial Services
Experience
Ascensus March 2014 - Present
Atelier - Custom Drapery & Slipcover Design and Fabrication December 2012 - 2014
Timberwood Church 2004 - 2006
JM Schurtz Consulting July 2000 - June 2001
Community National Bank April 1994 - April 2000
Bank of New Richmond 1988 - 1994
Bank of New Richmond 1986 - 1988
Bank of New Richmond 1981 - 1986
Bank of New Richmond 1973 - 1981
Skills
Risk Management, Change Management, Business Planning, Management Consulting, Banking, Strategic Planning, Process Improvement, Operations Management, Vendor Management, Retail Banking, Financial Analysis, Portfolio Management, Team Building, Client Services
Education
Custom Home Furnishings Academy, Charlotte, NC 2010 — 2012
Career Professional Certificate in Advanced Window Treatment Fabrication and Bedding Fabrication
Augsburg College 1987 — 1993
Accounting
Ascensus March 2014 - Present
Atelier - Custom Drapery & Slipcover Design and Fabrication December 2012 - 2014
Timberwood Church 2004 - 2006
JM Schurtz Consulting July 2000 - June 2001
Community National Bank April 1994 - April 2000
Bank of New Richmond 1988 - 1994
Bank of New Richmond 1986 - 1988
Bank of New Richmond 1981 - 1986
Bank of New Richmond 1973 - 1981
Skills
Risk Management, Change Management, Business Planning, Management Consulting, Banking, Strategic Planning, Process Improvement, Operations Management, Vendor Management, Retail Banking, Financial Analysis, Portfolio Management, Team Building, Client Services
Education
Custom Home Furnishings Academy, Charlotte, NC 2010 — 2012
Career Professional Certificate in Advanced Window Treatment Fabrication and Bedding Fabrication
Augsburg College 1987 — 1993
Accounting
William P Hunter's Ascensus Experience September 1985 - August 2001
Job Senior Software Engineer at Apline School District
Industry Education Management
Experience
Alpine School District 2006 - Present
Cream O Weber November 2001 - September 2006
Ascensus September 1985 - August 2001
Skills
RPG IV, RPG ILE, PHP, Agile Methodologies, SQL, AJAX, CSS, Design Patterns, HTML, JavaScript, MySQL, RPG, Microsoft Office, VoIP, Troubleshooting, Technical Writing, Teaching, System Administration, Java
Education
Brigham Young University
Alpine School District 2006 - Present
Cream O Weber November 2001 - September 2006
Ascensus September 1985 - August 2001
Skills
RPG IV, RPG ILE, PHP, Agile Methodologies, SQL, AJAX, CSS, Design Patterns, HTML, JavaScript, MySQL, RPG, Microsoft Office, VoIP, Troubleshooting, Technical Writing, Teaching, System Administration, Java
Education
Brigham Young University
Lee Henrichs's Ascensus Experience October 2006 - March 2010
Job Accounts Payable Assistant at Rice Lake Construction Group
Industry Construction
Experience
Rice Lake Construction Group November 2011 - Present
Mary Kay April 2003 - August 2012
Career Step January 2011 - December 2011
Optometrist; Runestone Eye Care October 2010 - February 2011
Crosby Ironton Aitkin Youth Hockey Association January 2009 - June 2010
Ascensus October 2006 - March 2010
Grand Casino December 1999 - September 2006
Skills
Data Entry, Customer Service, Medical Transcription, Medical Terminology, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, QuickBooks, PowerPoint, Ten Key, Access, Accounting, Accounts Payable, Invoicing
Education
Central Lakes College-Brainerd 1995 — 1997
Associate's degree, Accounting/Micro Computer Accounting, College
Crosby Ironton High School 1989 — 1993
Diploma, General
Rice Lake Construction Group November 2011 - Present
Mary Kay April 2003 - August 2012
Career Step January 2011 - December 2011
Optometrist; Runestone Eye Care October 2010 - February 2011
Crosby Ironton Aitkin Youth Hockey Association January 2009 - June 2010
Ascensus October 2006 - March 2010
Grand Casino December 1999 - September 2006
Skills
Data Entry, Customer Service, Medical Transcription, Medical Terminology, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, QuickBooks, PowerPoint, Ten Key, Access, Accounting, Accounts Payable, Invoicing
Education
Central Lakes College-Brainerd 1995 — 1997
Associate's degree, Accounting/Micro Computer Accounting, College
Crosby Ironton High School 1989 — 1993
Diploma, General
Julie Bitting's Ascensus Experience April 2012 - Present
Job Operations Specialist at Ascensus
Industry Financial Services
Experience
Ascensus April 2012 - Present
Ascensus August 2010 - April 2012
Merrill Lynch 2006 - 2009
Merrill Lynch 2002 - 2006
Merrill Lynch 1999 - 2002
Merrill Lynch 1998 - 1999
M & T Bank 1994 - 1998
Education
Clarion University of Pennsylvania 1992 — 1994
B.S., Psychology
Montgomery County Community College
Certificate, Medical Billing & Coding Certificate
Ascensus April 2012 - Present
Ascensus August 2010 - April 2012
Merrill Lynch 2006 - 2009
Merrill Lynch 2002 - 2006
Merrill Lynch 1999 - 2002
Merrill Lynch 1998 - 1999
M & T Bank 1994 - 1998
Education
Clarion University of Pennsylvania 1992 — 1994
B.S., Psychology
Montgomery County Community College
Certificate, Medical Billing & Coding Certificate
Dan Scanlan's Ascensus Experience February 2015 - Present
Job Senior Software Developer at Ascensus
Industry Computer Software
Experience
Ascensus February 2015 - Present
Music Choice April 2014 - February 2015
American Water February 2011 - April 2014
Catalyst 360 February 2005 - February 2011
Skills
C#, JavaScript, XML, Microsoft SQL Server, ASP.NET, .NET, SQL, Web Services, AJAX, Agile Methodologies, jQuery, MySQL, Software Development, CSS, HTML, WCF, Visual Studio, PHP, SOA, IIS, VB.NET, SOAP
Education
Albright College 2003 — 2006
BS, Management Information Systems, General
Montgomery County Community College 1997 — 2004
AS, Computer and Information Sciences, General
Ascensus February 2015 - Present
Music Choice April 2014 - February 2015
American Water February 2011 - April 2014
Catalyst 360 February 2005 - February 2011
Skills
C#, JavaScript, XML, Microsoft SQL Server, ASP.NET, .NET, SQL, Web Services, AJAX, Agile Methodologies, jQuery, MySQL, Software Development, CSS, HTML, WCF, Visual Studio, PHP, SOA, IIS, VB.NET, SOAP
Education
Albright College 2003 — 2006
BS, Management Information Systems, General
Montgomery County Community College 1997 — 2004
AS, Computer and Information Sciences, General
Jill Oanes's Ascensus Experience July 2015 - Present
Job Senior Retirement Service Consultant at Ascensus
Industry Financial Services
Experience
Ascensus July 2015 - Present
Ascensus June 2010 - July 2015
BISYS December 2007 - June 2010
Cragun's Resort June 2000 - May 2005
Skills
Series 7, Retirement Planning, Series 63, Investments, Securities, Pensions, Equities, Series 6, Wealth Management, Insurance, Defined Benefit, Asset Management, Alternative Investments, Banking, Retirement, 401k, Mutual Funds
Education
Central Lakes College-Brainerd 2000 — 2001
Associate of Arts (A.A.)
Bemidji State University 1999 — 2000
Ascensus July 2015 - Present
Ascensus June 2010 - July 2015
BISYS December 2007 - June 2010
Cragun's Resort June 2000 - May 2005
Skills
Series 7, Retirement Planning, Series 63, Investments, Securities, Pensions, Equities, Series 6, Wealth Management, Insurance, Defined Benefit, Asset Management, Alternative Investments, Banking, Retirement, 401k, Mutual Funds
Education
Central Lakes College-Brainerd 2000 — 2001
Associate of Arts (A.A.)
Bemidji State University 1999 — 2000
Tim Piehl's Ascensus Experience January 2009 - Present
Job Manager, Software Development at Ascensus
Industry Financial Services
Experience
Ascensus January 2009 - Present
Ascensus (formerly BISYS) 1996 - Present
Skills
SDLC, Business Analysis, SQL, Agile Methodologies, Microsoft SQL Server, Software Project..., Process Improvement, .NET, Software Development, C#, Financial Services, Vendor Management, Visio, Requirements Analysis, Enterprise Architecture, SharePoint, Requirements Gathering, SOA, ASP.NET, Visual Studio, Web Services, Database Design, T-SQL
Education
National American University-Rapid City 1979 — 1981
Associate of Arts (A.A.), Computer Programming
Ascensus January 2009 - Present
Ascensus (formerly BISYS) 1996 - Present
Skills
SDLC, Business Analysis, SQL, Agile Methodologies, Microsoft SQL Server, Software Project..., Process Improvement, .NET, Software Development, C#, Financial Services, Vendor Management, Visio, Requirements Analysis, Enterprise Architecture, SharePoint, Requirements Gathering, SOA, ASP.NET, Visual Studio, Web Services, Database Design, T-SQL
Education
National American University-Rapid City 1979 — 1981
Associate of Arts (A.A.), Computer Programming
Sharon Washburn's Ascensus Experience October 2013 - Present
Job Client Services
Industry Investment Management
Experience
Ascensus October 2013 - Present
Oh-Yumm Bakery February 2012 - December 2014
Fleet Bank April 2002 - September 2003
Putnam Investments October 1994 - April 1998
Skills
Client Relationship..., Direct Sales, Office Management, Series 63, Marketing, Customer Service, Sales, Call Centers, Banking, Leadership, Team Building, Account Management, Management, Project Management, Recruiting, Sales Operations, Finance, Team Leadership, Investments, Financial Services
Education
Framingham State University 1992 — 1994
BA, communications
Castleton State College 1987 — 1990
BA, communications
Franklin High School 1983 — 1987
High School, College Prep
Ascensus October 2013 - Present
Oh-Yumm Bakery February 2012 - December 2014
Fleet Bank April 2002 - September 2003
Putnam Investments October 1994 - April 1998
Skills
Client Relationship..., Direct Sales, Office Management, Series 63, Marketing, Customer Service, Sales, Call Centers, Banking, Leadership, Team Building, Account Management, Management, Project Management, Recruiting, Sales Operations, Finance, Team Leadership, Investments, Financial Services
Education
Framingham State University 1992 — 1994
BA, communications
Castleton State College 1987 — 1990
BA, communications
Franklin High School 1983 — 1987
High School, College Prep
Steve Schaitberger's Ascensus Experience January 2013 - Present
Job Vice President, Participant Services at Ascensus
Industry Financial Services
Experience
Ascensus January 2013 - Present
Ascensus January 1997 - January 2013
Ascensus January 1999 - June 2002
Skills
Finance, Relationship Management, 401k, Mutual Funds, Retirement, Retirement Planning, Financial Services, Investments, ERISA, Pensions, Fixed Annuities, Defined Contribution, Securities, Asset Allocation, Retirement Plan..., Vendor Management, Series 6, Team Building
Education
Bemidji State University 1992 — 1996
BS, Business Administration
Ascensus January 2013 - Present
Ascensus January 1997 - January 2013
Ascensus January 1999 - June 2002
Skills
Finance, Relationship Management, 401k, Mutual Funds, Retirement, Retirement Planning, Financial Services, Investments, ERISA, Pensions, Fixed Annuities, Defined Contribution, Securities, Asset Allocation, Retirement Plan..., Vendor Management, Series 6, Team Building
Education
Bemidji State University 1992 — 1996
BS, Business Administration
Melissa Wilhelm, MBA's Ascensus Experience November 2012 - Present
Job Project Lead with Ascensus, Inc.
Industry Financial Services
Experience
Ascensus November 2012 - Present
Hajoca Corporation April 2010 - August 2011
Zimmerman Advertising March 2009 - December 2009
Yellowbook April 2004 - August 2005
Skills
Customer Service, 401k, Employee Benefits, Financial Services, Process Improvement, Employee Training, Sales, Employee Relations, Account Management, Marketing, Recruiting, Leadership, Sales Management, Cold Calling
Education
Ashford University 2011 — 2012
Master of Business Administration (MBA), Human Resources Management
University of Northern Iowa 2005 — 2008
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Ascensus November 2012 - Present
Hajoca Corporation April 2010 - August 2011
Zimmerman Advertising March 2009 - December 2009
Yellowbook April 2004 - August 2005
Skills
Customer Service, 401k, Employee Benefits, Financial Services, Process Improvement, Employee Training, Sales, Employee Relations, Account Management, Marketing, Recruiting, Leadership, Sales Management, Cold Calling
Education
Ashford University 2011 — 2012
Master of Business Administration (MBA), Human Resources Management
University of Northern Iowa 2005 — 2008
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Eric Vasko's Ascensus Experience February 2014 - Present
Job Financial Coordinator at Ascensus
Industry Financial Services
Experience
Ascensus February 2014 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Strategic Planning, Financial Modeling
Education
Central Connecticut State University 2008 — 2012
Ascensus February 2014 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Strategic Planning, Financial Modeling
Education
Central Connecticut State University 2008 — 2012
Tammy Woodman's Ascensus Experience 1998 - 2004
Job Defined Contribution Consultant at IPS Advisors
Industry Investment Management
Experience
IPS Advisors April 2014 - Present
FranFund May 2011 - April 2014
CecilCo July 2008 - May 2011
Ascensus 1998 - 2004
Skills
401k, Defined Benefit, Retirement, Benefits Administration, Executive Pay, Relationship Management, Employee Benefits, Funding, ESOP, Insurance, Financial Services
Education
Villanova University 1994 — 1996
Masters, Mathematics
Bloomsburg University of Pennsylvania 1989 — 2003
Bachelor of Science (B.S.), Secondary Education and Teaching-Mathematics
IPS Advisors April 2014 - Present
FranFund May 2011 - April 2014
CecilCo July 2008 - May 2011
Ascensus 1998 - 2004
Skills
401k, Defined Benefit, Retirement, Benefits Administration, Executive Pay, Relationship Management, Employee Benefits, Funding, ESOP, Insurance, Financial Services
Education
Villanova University 1994 — 1996
Masters, Mathematics
Bloomsburg University of Pennsylvania 1989 — 2003
Bachelor of Science (B.S.), Secondary Education and Teaching-Mathematics
Sara Birkholtz's Ascensus Experience April 2012 - June 2012
Job Medical Staff Specialist at Essentia Health
Industry Human Resources
Experience
Essentia Health April 2014 - Present
sararandomtidbits January 2012 - Present
Caring Hands Home Care, Inc. July 2012 - April 2014
Ascensus April 2012 - June 2012
Central Lakes College March 2011 - April 2012
Presenting Yourself 2011 - 2011
Barnabas Health Care Services Inc August 1998 - April 2010
International Theme Parks, Micropolis and Motorola (Singapore) January 1988 - May 1996
Skills
Employee Relations, Recruiting, Human Resources, Benefits Administration, Revenue Cycle, Healthcare Management, Process Improvement, Leading Change, Financial Analysis, Bookkeeping, Payroll, Budgets, Training, Personnel Management, Management, Budgeting, Human Resource..., Payroll Management, Revenue integrity..., Data Maintenance..., Physician Credentialing, Health Plans Enrollment, Contraxct Management
Education
Central Lakes College-Brainerd 2010 — 2013
Associate in Arts, 3.74
Central Lakes College-Brainerd 2010 — 2012
Associate in Science, Young Child Education
SHRM 2008 — 2008
PHR, Human Resources
Singapore Insitutute of Human Resource Management 1989 — 1990
Diploma, Personnel Management
London Chamber of Commerce and Industry 1986 — 1986
Upper Level Certificate, Advertising, English for Commerce
Essentia Health April 2014 - Present
sararandomtidbits January 2012 - Present
Caring Hands Home Care, Inc. July 2012 - April 2014
Ascensus April 2012 - June 2012
Central Lakes College March 2011 - April 2012
Presenting Yourself 2011 - 2011
Barnabas Health Care Services Inc August 1998 - April 2010
International Theme Parks, Micropolis and Motorola (Singapore) January 1988 - May 1996
Skills
Employee Relations, Recruiting, Human Resources, Benefits Administration, Revenue Cycle, Healthcare Management, Process Improvement, Leading Change, Financial Analysis, Bookkeeping, Payroll, Budgets, Training, Personnel Management, Management, Budgeting, Human Resource..., Payroll Management, Revenue integrity..., Data Maintenance..., Physician Credentialing, Health Plans Enrollment, Contraxct Management
Education
Central Lakes College-Brainerd 2010 — 2013
Associate in Arts, 3.74
Central Lakes College-Brainerd 2010 — 2012
Associate in Science, Young Child Education
SHRM 2008 — 2008
PHR, Human Resources
Singapore Insitutute of Human Resource Management 1989 — 1990
Diploma, Personnel Management
London Chamber of Commerce and Industry 1986 — 1986
Upper Level Certificate, Advertising, English for Commerce
Angela D'Adamo's Ascensus Experience December 2005 - July 2008
Job Business Improvement, PM
Industry Insurance
Experience
Standard Retirement Services June 2013 - Present
Standard Retirement Services March 2011 - June 2013
Standard Retirement Services August 2008 - June 2013
Ascensus December 2005 - July 2008
John McLeod, Ltd May 2004 - March 2005
Skills
Process Improvement, Financial Services, Requirements Gathering, Project Management, Business Requirements, Business Process..., Change Management, Management, Customer Service, Customer Retention, Customer Engagement, Employee Learning &...
Education
Southern New Hampshire University 2006 — 2008
MS, Organizational Leadership
Southern New Hampshire University 2006 — 2008
Graduate Certificate, Human Resources Management
Champlain College 2002 — 2004
BS, Business
Standard Retirement Services June 2013 - Present
Standard Retirement Services March 2011 - June 2013
Standard Retirement Services August 2008 - June 2013
Ascensus December 2005 - July 2008
John McLeod, Ltd May 2004 - March 2005
Skills
Process Improvement, Financial Services, Requirements Gathering, Project Management, Business Requirements, Business Process..., Change Management, Management, Customer Service, Customer Retention, Customer Engagement, Employee Learning &...
Education
Southern New Hampshire University 2006 — 2008
MS, Organizational Leadership
Southern New Hampshire University 2006 — 2008
Graduate Certificate, Human Resources Management
Champlain College 2002 — 2004
BS, Business
Carol Beattie's Ascensus Experience January 1996 - Present
Job Regional Sales Consultant
Industry
Experience
Ascensus January 1996 - Present
Silpada Designs January 2012 - Present
BISYS January 1996 - January 2003
Merdian Bank January 1994 - January 1996
Skills
Retirement Planning, Business Development, Inside Sales, Account Reconciliation, communication, Cross Selling, Relationship Building, ethical, ERISA, revenue goals, Microsoft Word, Microsoft Excel, Mutual Funds, 401k, Management, Relationship Management, Sales
Education
Bucks County Community College
Business Administration and Management, General
Montgomery County Community College
Nursing Education
Ascensus January 1996 - Present
Silpada Designs January 2012 - Present
BISYS January 1996 - January 2003
Merdian Bank January 1994 - January 1996
Skills
Retirement Planning, Business Development, Inside Sales, Account Reconciliation, communication, Cross Selling, Relationship Building, ethical, ERISA, revenue goals, Microsoft Word, Microsoft Excel, Mutual Funds, 401k, Management, Relationship Management, Sales
Education
Bucks County Community College
Business Administration and Management, General
Montgomery County Community College
Nursing Education
Sherri Lenneman's Ascensus Experience July 2013 - Present
Job Installation Coordinator at Ascensus
Industry Consumer Services
Experience
Ascensus July 2013 - Present
Lionbridge April 2010 - January 2015
American Express September 2012 - June 2013
VIPDesk/Eddie Bauer September 2010 - March 2012
Skills
Customer Satisfaction, Call Centers, Customer Experience, Customer Retention, Customer Service, Sales, Outlook, Training, Call Center, Microsoft Word, Data Entry, Team Building, Time Management, Microsoft Office, CRM, Account Management, Retail, Leadership, Customer Support, Social Networking, Management, Sales Process, Salesforce.com, Marketing, Event Planning, Facebook, Telephone Skills, Process Improvement, PowerPoint, Social Media, Windows, Coaching, Team Leadership, Teamwork, Direct Sales, Sales Operations, Social Media Marketing, Inventory Management, Microsoft Excel, Public Speaking, Sales Management, Marketing Strategy, Research, Marketing Communications, Customer Engagement, Relationship Management, Building Relationships, Business Development, Banking, Project Management
Education
Baker College of Flint
Associate of Business Administration, Marketing, 3.87
Ascensus July 2013 - Present
Lionbridge April 2010 - January 2015
American Express September 2012 - June 2013
VIPDesk/Eddie Bauer September 2010 - March 2012
Skills
Customer Satisfaction, Call Centers, Customer Experience, Customer Retention, Customer Service, Sales, Outlook, Training, Call Center, Microsoft Word, Data Entry, Team Building, Time Management, Microsoft Office, CRM, Account Management, Retail, Leadership, Customer Support, Social Networking, Management, Sales Process, Salesforce.com, Marketing, Event Planning, Facebook, Telephone Skills, Process Improvement, PowerPoint, Social Media, Windows, Coaching, Team Leadership, Teamwork, Direct Sales, Sales Operations, Social Media Marketing, Inventory Management, Microsoft Excel, Public Speaking, Sales Management, Marketing Strategy, Research, Marketing Communications, Customer Engagement, Relationship Management, Building Relationships, Business Development, Banking, Project Management
Education
Baker College of Flint
Associate of Business Administration, Marketing, 3.87
Noel Bitterman's Ascensus Experience January 2014 - Present
Job Inside Support Professional
Industry Financial Services
Experience
Ascensus January 2014 - Present
Dun & Bradstreet Credibility Corp. February 2012 - April 2013
Telerx November 2010 - August 2011
Canon Financial Services, Inc. May 2005 - October 2008
Central Lewmar September 2002 - October 2004
Skills
Customer Service, Microsoft Office, Excel, Word, Account Management, Customer Relations, Research, Coaching, Sales Support, Customer Satisfaction, Call Center, Data Quality, Financial Risk, Quote Preparation, Critical Thinking, Sales Operations, Call Centers, Microsoft Excel, B2B
Education
Clarion University of Pennsylvania
B.A., Music Business
Ascensus January 2014 - Present
Dun & Bradstreet Credibility Corp. February 2012 - April 2013
Telerx November 2010 - August 2011
Canon Financial Services, Inc. May 2005 - October 2008
Central Lewmar September 2002 - October 2004
Skills
Customer Service, Microsoft Office, Excel, Word, Account Management, Customer Relations, Research, Coaching, Sales Support, Customer Satisfaction, Call Center, Data Quality, Financial Risk, Quote Preparation, Critical Thinking, Sales Operations, Call Centers, Microsoft Excel, B2B
Education
Clarion University of Pennsylvania
B.A., Music Business
Sara Jane Olson's Ascensus Experience November 2007 - March 2014
Job Client Relationship Manager at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners March 2014 - Present
Ascensus November 2007 - March 2014
SPONSOR AND ADVISOR SERVICES March 2011 - January 2013
Ascensus 2007 - 2013
PARTICIPANT SERVICES November 2007 - January 2011
RELS VALUATION August 2006 - August 2007
THE OLIVE GARDEN March 2004 - July 2006
KUHLMAN AUCTIONEERS May 2002 - August 2004
Skills
Alternative Investments, Retirement, Retirement Planning, Investments, Mutual Funds, Financial Services, Asset Allocation, Account Management, Employee Benefits, Equities, Salesforce.com, ERISA, Risk Management, Customer Service, Retirement Plan..., 401k
Education
Carleton College 1998 — 2003
BA, Russian Studies
Carleton College 1998 — 2003
Bachelor's degree, Russian Studies
LITCHFIELD SR HIGH SCHOOL 1994 — 1998
High School Diploma
Goldleaf Partners March 2014 - Present
Ascensus November 2007 - March 2014
SPONSOR AND ADVISOR SERVICES March 2011 - January 2013
Ascensus 2007 - 2013
PARTICIPANT SERVICES November 2007 - January 2011
RELS VALUATION August 2006 - August 2007
THE OLIVE GARDEN March 2004 - July 2006
KUHLMAN AUCTIONEERS May 2002 - August 2004
Skills
Alternative Investments, Retirement, Retirement Planning, Investments, Mutual Funds, Financial Services, Asset Allocation, Account Management, Employee Benefits, Equities, Salesforce.com, ERISA, Risk Management, Customer Service, Retirement Plan..., 401k
Education
Carleton College 1998 — 2003
BA, Russian Studies
Carleton College 1998 — 2003
Bachelor's degree, Russian Studies
LITCHFIELD SR HIGH SCHOOL 1994 — 1998
High School Diploma
Kim J. Johnson's Ascensus Experience
Job Director, ERISA Technical Support at Ascensus
Industry Financial Services
Experience
Ascensus
Skills
Financial Services, Business Analysis, Mutual Funds, Retirement
Education
Alexandria Technical College
Associate of Arts (A.A.), Accounting
Bemidji State University
Bachelor of Applied Science (BASc), Business Administration and Management, Finance
Ascensus
Skills
Financial Services, Business Analysis, Mutual Funds, Retirement
Education
Alexandria Technical College
Associate of Arts (A.A.), Accounting
Bemidji State University
Bachelor of Applied Science (BASc), Business Administration and Management, Finance
Brian Dion's Ascensus Experience May 2005 - January 2010
Job Pro Services & Commercial Sales Specialist at Lowe's Companies, Inc.
Industry Construction
Experience
Lowe's Companies, Inc. 2013 - Present
Comcast Business February 2011 - May 2013
Merrill Lynch February 2010 - July 2010
Ascensus May 2005 - January 2010
Ascensus January 2001 - January 2003
Merrill Lynch, Inc January 1999 - January 2001
Merrill Lynch, Inc January 1998 - January 1999
Merrill Lynch, Inc January 1997 - January 1998
Merrill Lynch, Inc January 1994 - January 1997
Skills
CRM, Business Planning, New Business Development, Financial Services, Product Development, Call Centers, Retirement Planning, Retirement, Relationship Management, Customer Experience
Education
Temple University 1993 — 1997
B.S, Criminal Law and
Bucks County Community College 1991 — 1993
Lowe's Companies, Inc. 2013 - Present
Comcast Business February 2011 - May 2013
Merrill Lynch February 2010 - July 2010
Ascensus May 2005 - January 2010
Ascensus January 2001 - January 2003
Merrill Lynch, Inc January 1999 - January 2001
Merrill Lynch, Inc January 1998 - January 1999
Merrill Lynch, Inc January 1997 - January 1998
Merrill Lynch, Inc January 1994 - January 1997
Skills
CRM, Business Planning, New Business Development, Financial Services, Product Development, Call Centers, Retirement Planning, Retirement, Relationship Management, Customer Experience
Education
Temple University 1993 — 1997
B.S, Criminal Law and
Bucks County Community College 1991 — 1993
Cindy Firmstone's Ascensus Experience March 2014 - Present
Job Operational Support at Ascensus
Industry Financial Services
Experience
Ascensus March 2014 - Present
Ascensus October 2008 - March 2014
Ascensus October 2005 - October 2008
Ascensus November 2001 - October 2005
Ascensus May 2001 - November 2001
VerticalNet March 1999 - May 2001
Ascensus October 1995 - March 1999
Skills
401k, Mutual Funds, Retirement, Pensions, Process Improvement, Retirement Planning, Securities, Insurance, Risk Management, Vendor Management, Employee Benefits, ERISA, Team Building, Investments, Business Analysis, Equities, Strategic Planning, Salesforce.com, Financial Analysis, Relationship Management, Series 7, Series 63, Financial Services
Education
Bloomsburg University of Pennsylvania 1990 — 1994
BA, Business
Ascensus March 2014 - Present
Ascensus October 2008 - March 2014
Ascensus October 2005 - October 2008
Ascensus November 2001 - October 2005
Ascensus May 2001 - November 2001
VerticalNet March 1999 - May 2001
Ascensus October 1995 - March 1999
Skills
401k, Mutual Funds, Retirement, Pensions, Process Improvement, Retirement Planning, Securities, Insurance, Risk Management, Vendor Management, Employee Benefits, ERISA, Team Building, Investments, Business Analysis, Equities, Strategic Planning, Salesforce.com, Financial Analysis, Relationship Management, Series 7, Series 63, Financial Services
Education
Bloomsburg University of Pennsylvania 1990 — 1994
BA, Business
Peggy Weinman's Ascensus Experience August 2004 - Present
Job Senior Retirement Plan Specialist at Ascensus
Industry Financial Services
Experience
Ascensus August 2004 - Present
Delaware Investments, a member of the Macquarie Group August 1986 - August 2004
Fund Plan Services August 1982 - August 1986
Skills
Financial Services, 401k, Retirement, Mutual Funds, Retirement Planning, Securities, ERISA, Risk Management, Employee Benefits, Customer Service, Financial Reporting, Process Improvement, Microsoft Excel, Business Analysis, Project Management, Microsoft Office, Insurance, Relationship Management, Pensions, Retirement Plan..., Qualified Retirement..., IRAs, 401k Rollovers, Defined Benefit, Uniform Combined State..., Separately Managed..., FINRA, Series 65, Series 7, Defined Contribution, Asset Allocation, Variable Annuities, Roth IRA, Profit Sharing, Investment Advisory, 403 b, 457 Plans
Education
Art Institute of Philadelphia 1999 — 2001
Associate of Science (AS), Culinary Arts/Chef Training
Drexel University - College of Business and Administration
Business Administration, Management and Operations
Ascensus August 2004 - Present
Delaware Investments, a member of the Macquarie Group August 1986 - August 2004
Fund Plan Services August 1982 - August 1986
Skills
Financial Services, 401k, Retirement, Mutual Funds, Retirement Planning, Securities, ERISA, Risk Management, Employee Benefits, Customer Service, Financial Reporting, Process Improvement, Microsoft Excel, Business Analysis, Project Management, Microsoft Office, Insurance, Relationship Management, Pensions, Retirement Plan..., Qualified Retirement..., IRAs, 401k Rollovers, Defined Benefit, Uniform Combined State..., Separately Managed..., FINRA, Series 65, Series 7, Defined Contribution, Asset Allocation, Variable Annuities, Roth IRA, Profit Sharing, Investment Advisory, 403 b, 457 Plans
Education
Art Institute of Philadelphia 1999 — 2001
Associate of Science (AS), Culinary Arts/Chef Training
Drexel University - College of Business and Administration
Business Administration, Management and Operations
Diana (Ricker) Watkins's Ascensus Experience August 2000 - Present
Job Pension Administrator at Ascensus
Industry Accounting
Experience
Suncoast Pension & Benefits Group, Inc. a division of Ascenus August 2000 - Present
Ascensus August 2000 - Present
Skills
Account Reconciliation, Financial Reporting, Accounting, Pension Administration, 5500s, Standards Compliance, SCP, Safe Harbor
Education
Belmont Abbey College
Bachelor of Arts (B.A.), Small Business Administration/Management
Suncoast Pension & Benefits Group, Inc. a division of Ascenus August 2000 - Present
Ascensus August 2000 - Present
Skills
Account Reconciliation, Financial Reporting, Accounting, Pension Administration, 5500s, Standards Compliance, SCP, Safe Harbor
Education
Belmont Abbey College
Bachelor of Arts (B.A.), Small Business Administration/Management
Donald Mackowiak's Ascensus Experience September 2006 - June 2011
Job Quality Assurance Lead
Industry Information Technology and Services
Experience
Frontline Technologies February 2015 - Present
Frontline Technologies July 2012 - Present
Frontline Technologies October 2011 - July 2012
Ascensus September 2006 - June 2011
Skills
Quality Center, Quality Assurance, Web Testing, Test Strategy, SDLC, Borland, Test Planning, Business Analysis, Integration, Scrum, User Acceptance Testing, Regression Testing, Requirements Analysis, System Testing, Manual Testing, Testing
Education
Albright College 1985 — 1989
Bachelor of Science, Chemistry
Frontline Technologies February 2015 - Present
Frontline Technologies July 2012 - Present
Frontline Technologies October 2011 - July 2012
Ascensus September 2006 - June 2011
Skills
Quality Center, Quality Assurance, Web Testing, Test Strategy, SDLC, Borland, Test Planning, Business Analysis, Integration, Scrum, User Acceptance Testing, Regression Testing, Requirements Analysis, System Testing, Manual Testing, Testing
Education
Albright College 1985 — 1989
Bachelor of Science, Chemistry
Prasad Saravate's Ascensus Experience 2013 - 2013
Job Senior Software Developer at Royal Bank of Scotland
Industry Computer Software
Experience
Royal Bank of Scotland August 2013 - Present
Ascensus 2013 - 2013
Syncro Medical 2012 - 2013
PayDC Chiropractic Software 2012 - 2012
Royal Bank of Scotland 2011 - 2011
Logix Health 2011 - 2011
The Neat Company 2010 - 2011
Skills
C#, SQL Server, WCF, WinForms, NUnit, ASP.NET, .NET, XML, Unit Testing, WPF, Agile, Stored Procedures, Design Patterns, TDD, Agile Methodologies, Microsoft SQL Server, Test Driven Development, Business Analysis
Education
City University of New York City College
M.S, Computer Science
Mumbai University
B.E., Computer Engineering
Royal Bank of Scotland August 2013 - Present
Ascensus 2013 - 2013
Syncro Medical 2012 - 2013
PayDC Chiropractic Software 2012 - 2012
Royal Bank of Scotland 2011 - 2011
Logix Health 2011 - 2011
The Neat Company 2010 - 2011
Skills
C#, SQL Server, WCF, WinForms, NUnit, ASP.NET, .NET, XML, Unit Testing, WPF, Agile, Stored Procedures, Design Patterns, TDD, Agile Methodologies, Microsoft SQL Server, Test Driven Development, Business Analysis
Education
City University of New York City College
M.S, Computer Science
Mumbai University
B.E., Computer Engineering
Scott Robin's Ascensus Experience June 2012 - Present
Job Account Manager at Ascensus
Industry Financial Services
Experience
Ascensus June 2012 - Present
Ascensus May 2004 - June 2012
Aitkin County Sheriff 2003 - 2004
Math and Science Academy (MSA) 2000 - 2002
Skills
Account Management, Financial Services, Relationship Management, Mutual Funds, CRM, New Business Development, Risk Management, Retirement, Sales, 401k
Education
Bemidji State University
Bachelor's degree
Ascensus June 2012 - Present
Ascensus May 2004 - June 2012
Aitkin County Sheriff 2003 - 2004
Math and Science Academy (MSA) 2000 - 2002
Skills
Account Management, Financial Services, Relationship Management, Mutual Funds, CRM, New Business Development, Risk Management, Retirement, Sales, 401k
Education
Bemidji State University
Bachelor's degree
Frank Perish's Ascensus Experience April 2013 - Present
Job Software Developer at Ascensus
Industry Financial Services
Experience
Ascensus April 2013 - Present
North Star Mutual Insurance Company May 2010 - April 2013
Menards August 2008 - May 2010
Ace Hardware January 2006 - August 2008
Skills
ASP.NET, JavaScript, VB.NET, Business Information..., Visual Basic, C#, Java, ColdFusion, SQL, Software Development, Oracle BPM, Business Information...
Education
Alexandria Technical College 2008 — 2010
Associate's degree, Computer Programming
Browerville High School 2004 — 2008
Diploma, Business focused studies
Ascensus April 2013 - Present
North Star Mutual Insurance Company May 2010 - April 2013
Menards August 2008 - May 2010
Ace Hardware January 2006 - August 2008
Skills
ASP.NET, JavaScript, VB.NET, Business Information..., Visual Basic, C#, Java, ColdFusion, SQL, Software Development, Oracle BPM, Business Information...
Education
Alexandria Technical College 2008 — 2010
Associate's degree, Computer Programming
Browerville High School 2004 — 2008
Diploma, Business focused studies
Tina Hauck's Ascensus Experience May 2002 - Present
Job Quality Assurance Analyst at Ascensus
Industry Financial Services
Experience
Ascensus May 2002 - Present
Brainerd Construction Inc November 2000 - May 2002
Follansbee Steel March 1998 - November 2000
ACE SPORTSWEAR LIMITED July 1994 - March 1997
United States Air Force April 1990 - January 1994
Skills
Project Management, Software Quality..., Microsoft Office, TFS, SharePoint, AS400 Administration, Control M, QuickBooks, Peachtree
Education
The College of St. Scholastica 2015 — 2019
Bachelor’s Degree, CIS - Software Engineering, Junior
Central Lakes College 2002 — 2006
Associate’s Degree, Accounting
Ascensus May 2002 - Present
Brainerd Construction Inc November 2000 - May 2002
Follansbee Steel March 1998 - November 2000
ACE SPORTSWEAR LIMITED July 1994 - March 1997
United States Air Force April 1990 - January 1994
Skills
Project Management, Software Quality..., Microsoft Office, TFS, SharePoint, AS400 Administration, Control M, QuickBooks, Peachtree
Education
The College of St. Scholastica 2015 — 2019
Bachelor’s Degree, CIS - Software Engineering, Junior
Central Lakes College 2002 — 2006
Associate’s Degree, Accounting
Lee Henrichs's Ascensus Experience September 2006 - March 2010
Job
Industry Accounting
Experience
Rice Lake Construction Group November 2011 - Present
Ascensus September 2006 - March 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Project Estimation, Process Scheduler
Education
Central Lakes College-Brainerd 1995 — 1997
Associate of Arts and Sciences (AAS), Accounting and Computer Science
Rice Lake Construction Group November 2011 - Present
Ascensus September 2006 - March 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Project Estimation, Process Scheduler
Education
Central Lakes College-Brainerd 1995 — 1997
Associate of Arts and Sciences (AAS), Accounting and Computer Science
Eric Ostrowski's Ascensus Experience March 2001 - Present
Job Manager, Participant Services Contact Center at Ascensus
Industry Financial Services
Experience
Ascensus March 2001 - Present
Ascensus March 2001 - Present
Skills
Financial Services, Mutual Funds, Risk Management, Business Analysis, Investments, Financial Analysis, Vendor Management, Retirement, Process Improvement, Relationship Management, Portfolio Management, Management, Call Centers, Financial Planners, Retirement Planning
Education
Bemidji State University 1998 — 2001
Bachelor of Fine Arts (B.F.A.), English Language and Literature, General
Bemidji State University 1997 — 2000
Bachelor's degree, English Language and Literature, General
Ascensus March 2001 - Present
Ascensus March 2001 - Present
Skills
Financial Services, Mutual Funds, Risk Management, Business Analysis, Investments, Financial Analysis, Vendor Management, Retirement, Process Improvement, Relationship Management, Portfolio Management, Management, Call Centers, Financial Planners, Retirement Planning
Education
Bemidji State University 1998 — 2001
Bachelor of Fine Arts (B.F.A.), English Language and Literature, General
Bemidji State University 1997 — 2000
Bachelor's degree, English Language and Literature, General
Lynnae Forstner's Ascensus Experience February 2002 - Present
Job Sr Retirement Plan Analyst
Industry Financial Services
Experience
Ascensus February 2002 - Present
Ascensus February 2002 - Present
Skills
Business Analysis, SDLC, Process Improvement, Vendor Management, Requirements Analysis, Requirements Gathering, SQL, SharePoint, Software Documentation, Disaster Recovery, Microsoft SQL Server, Software Project..., Risk Management, Banking, Financial Services, Call Centers, Business Requirements
Education
University of Minnesota-Twin Cities 1977 — 1979
Bachelor of Science, Chemistry
Central Lakes College-Brainerd 1975 — 1977
Associate of Arts and Sciences (AAS), Enginerring
Ascensus February 2002 - Present
Ascensus February 2002 - Present
Skills
Business Analysis, SDLC, Process Improvement, Vendor Management, Requirements Analysis, Requirements Gathering, SQL, SharePoint, Software Documentation, Disaster Recovery, Microsoft SQL Server, Software Project..., Risk Management, Banking, Financial Services, Call Centers, Business Requirements
Education
University of Minnesota-Twin Cities 1977 — 1979
Bachelor of Science, Chemistry
Central Lakes College-Brainerd 1975 — 1977
Associate of Arts and Sciences (AAS), Enginerring
Jason Mellenthin's Ascensus Experience July 2015 - Present
Job Retirement Services Consultant
Industry Financial Services
Experience
Ascensus July 2015 - Present
Wells Fargo September 2014 - June 2015
Wells Fargo July 2014 - September 2014
Wells Fargo January 2014 - June 2014
Yesterday's Gone Hometown Bar & Grill January 2006 - December 2013
Skills
Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Project Management, Management, Business Strategy, Team Building, Negotiation, Sales Management, Microsoft Word, PowerPoint, New Business Development, Budgets, Process Improvement, Marketing Strategy, Sales, Change Management, Team Leadership, Leadership
Education
The College of St. Scholastica 2012 — 2013
Bachelor of Arts (BA), Business Administration and Management, General, 4.0
Central Lakes College-Brainerd 2010 — 2012
Associate of Arts (AA)
Ascensus July 2015 - Present
Wells Fargo September 2014 - June 2015
Wells Fargo July 2014 - September 2014
Wells Fargo January 2014 - June 2014
Yesterday's Gone Hometown Bar & Grill January 2006 - December 2013
Skills
Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Project Management, Management, Business Strategy, Team Building, Negotiation, Sales Management, Microsoft Word, PowerPoint, New Business Development, Budgets, Process Improvement, Marketing Strategy, Sales, Change Management, Team Leadership, Leadership
Education
The College of St. Scholastica 2012 — 2013
Bachelor of Arts (BA), Business Administration and Management, General, 4.0
Central Lakes College-Brainerd 2010 — 2012
Associate of Arts (AA)
Ruth Zierden's Ascensus Experience May 2008 - Present
Job Participant Services at Ascensus
Industry Financial Services
Experience
Ascensus May 2008 - Present
Ascensus May 2008 - Present
Skills
Financial Services
Education
Alexandria Technical College
Ascensus May 2008 - Present
Ascensus May 2008 - Present
Skills
Financial Services
Education
Alexandria Technical College
Ben Stout's Ascensus Experience January 2010 - December 2011
Job Application Developer at Lyon Software
Industry Computer Software
Experience
Lyon Software January 2012 - Present
Ascensus January 2010 - December 2011
Skills
SQL, Java, JavaScript, Software Development, Microsoft SQL Server, HTML, XML, C#, C++, CSS
Education
Bowling Green State University 2004 — 2009
Bachelor of Science (B.S.), Computer Science
Lyon Software January 2012 - Present
Ascensus January 2010 - December 2011
Skills
SQL, Java, JavaScript, Software Development, Microsoft SQL Server, HTML, XML, C#, C++, CSS
Education
Bowling Green State University 2004 — 2009
Bachelor of Science (B.S.), Computer Science
Chathurika Sirisena-Tetzner's Ascensus Experience November 2014 - Present
Job Client Service Associate at Ascensus
Industry
Experience
Ascensus November 2014 - Present
Royal Sonesta August 2014 - October 2014
Sodexo - St Cloud State University January 2013 - August 2013
Financial Aid Office - St Cloud State University January 2013 - August 2013
MBC Networks Pvt Ltd August 2010 - August 2012
Brandix Textile Pvt Ltd October 2006 - July 2009
HSBC Electronic Data Processing Lanka Pvt March 2005 - September 2006
Skills
SAP, CRM Tools, MS Word, MS Excel, MS PowerPoint, Management, Teamwork
Education
Bunker Hill Community College 2013 — 2015
Associate's Degree, Business, 4.0
St Clouds State University 2012 — 2013
Bachelor's Degree, Marketing, 3.73
Ascensus November 2014 - Present
Royal Sonesta August 2014 - October 2014
Sodexo - St Cloud State University January 2013 - August 2013
Financial Aid Office - St Cloud State University January 2013 - August 2013
MBC Networks Pvt Ltd August 2010 - August 2012
Brandix Textile Pvt Ltd October 2006 - July 2009
HSBC Electronic Data Processing Lanka Pvt March 2005 - September 2006
Skills
SAP, CRM Tools, MS Word, MS Excel, MS PowerPoint, Management, Teamwork
Education
Bunker Hill Community College 2013 — 2015
Associate's Degree, Business, 4.0
St Clouds State University 2012 — 2013
Bachelor's Degree, Marketing, 3.73
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.