ASPire Financial Services
Industry: Company
DescriptionFounded: 2002 Subsidiary: InvestLink Technologies LLC
ASPire Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ASPire Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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ASPire Financial Services Employees
Wave Insurance Technology December 2014 - Present
Softbase Inc 2006 - Present
Aspire Financial Services 2012 - 2014
Microsoft 1993 - 2005
Quark 1991 - 1993
Skills
Software Project..., Software Development, Data Warehousing, Business Intelligence, Cloud Computing, Enterprise Architecture, ETL, Microsoft Technologies, Architecture, Database Design, Data Modeling, IT Strategy, Integration, OLAP, Solution Architecture, Analysis Services, Performance Tuning, T-SQL, SDLC, Data Warehouse..., SQL, SSRS, Data Integration, Business Analysis, SSIS, .NET, Databases, Master Data Management, OLTP, ITIL, Dimensional Modeling, SQL Tuning, Relational Databases, VB.NET, SOA, Data Mining, Data Quality, Data Marts, MDX, Cubes, Business Intelligence..., DTS, SQL Server, Erwin, Chief Technology Officer
Education
Harvard University
Strategic Management
Colorado State University
Computer Information Systems
Self-Employed June 2011 - Present
Refined Benefits dba Sullivan Benefits July 2014 - October 2014
ASPire Financial Services February 2009 - July 2011
Old Meeting House Ice Cream May 2004 - February 2009
Skills
Employee Relations, Employee Benefits, Payroll, Non-profits, Finance, Training, Benefits Administration, HRIS, HR Policies, Talent Acquisition, Performance Management, Workers Compensation, FMLA, Policy, Nonprofits, ADP Payroll, Coaching, Recruiting, Talent Management, Human Resources, Deferred Compensation, Onboarding, New Hire Orientations, Job Descriptions, Workforce Planning, Employee Handbooks
Education
Marquette University 1982 — 1986
BA, Philosophy
Marquette University 1982 — 1986
BA, Latin
The Retirement Advantage November 2014 - Present
Aspire Financial Services September 2013 - September 2014
ADP Retirement Services April 2007 - August 2013
Franklin Templeton Investments July 2004 - March 2007
Franklin Templeton Investments September 2000 - July 2004
Skills
Relationship Management, Cold Calling, Salesforce.com, Sales, Sales Operations, Retirement Planning, Retirement, Financial Services, Defined Contribution, Investments, Series 7, 401k, Mutual Funds, Series 63, Finance, Wealth Management
Education
Michigan State University
Aspire Financial Services January 2015 - Present
The Autumn Group November 2013 - Present
Messiah Lifeways June 2013 - Present
Knickerbocker Villa Assisted Living March 2009 - Present
Woodcliffe Manor January 2007 - Present
Balanced Care Corporation January 1995 - January 2000
Skills
Budgeting, Accounting, Healthcare Operations, Financial Analysis, Account Management, Mergers, Insurance, Strategic Planning, Financial Reporting, Small Business, Auditing, Employee Benefits, Managerial Finance, Marketing Communications, Advertising, Non-profits, Tax, Social Media, Internal Controls, Online Advertising, Risk Management, Payroll, Sales, Finance, Mergers & Acquisitions, Budgets, Nonprofits, CPA, Coaching, Leadership, Strategic Financial..., Healthcare, Management
Education
Penn State University
BS, Accounting
Aspire Financial Services March 2013 - Present
Independent Financial Partners (IFP) December 2010 - November 2012
Independent Financial Partners (IFP) December 2008 - December 2010
KPMG May 2007 - December 2008
Capital Planning, LLC June 1997 - June 2006
Skills
Series 24, Series 7, Series 66, Series 63, Florida Bar Licensed, Multi-State Liquor..., State & Local Tax..., Uniform Combined State..., Licensing, Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Financial Advisory, Financial Services, Securities, Finance, Insurance, Retirement, 401k, Mutual Funds, Financial Planning
Education
Stetson University College of Law 2004 — 2007
Juris Doctorate, Tax & Securities Law
University of South Florida 1996 — 1999
Bachelor of Science, Management Information Systems
University of Florida 1994 — 1996
Health Guidance Center November 2008 - June 2010
ASPire Financial Services August 2009 - May 2010
Smith Barney September 2007 - November 2008
Ameriprise Financial February 2005 - August 2007
ADP September 2001 - August 2003
Republican Party of Florida August 2000 - April 2001
Merrill Lynch August 1998 - October 2000
Republican Party of Florida February 2000 - August 2000
Bear Stearns 1997 - 1998
Education
Florida State University - College of Business 1996 — 1999
BA, Finance
Florida State University 1994 — 1999
Bachelor of Science, Finance
Kingwood High School 1990 — 1994
Marine Military Academy 1992 — 1993
Greensboro Day 1986 — 1990
The Florida Orchestra August 2013 - Present
ASPire Financial Services February 2012 - April 2013
Directory Advertising Services September 1998 - February 2008
North Memorial Health Care May 1998 - October 1998
Newport News Times June 1997 - May 1998
Skills
Logo Design, Graphics, Creative Development, Publishing, Brochures, Logos, Advertising, Layout, Posters, Art Direction, Illustration, Adobe Creative Suite, Flyers, Retouching, Print Production, Business Cards, Catalogs, Invitations, Banners, Creative Direction, Photoshop, Direct Mail, Dreamweaver, Newsletters, Brand Development, Communication Design, Art, Publications, QuarkXPress, Image Manipulation, Photography, Web Design
Education
Minneapolis College of Art and Design 1994 — 1997
Graphic Design
Hennepin Technical College 1993 — 1996
Advertising Art and Design
Kukk Architecture & Design November 2013 - Present
GardenBleu Design, LLC August 2012 - October 2013
ASPire Financial Services October 2009 - March 2012
401k ASP, Inc. 2008 - 2009
Shumake Architecture August 2005 - January 2007
Skills
Product Development, Marketing, CAD, Retirement, Adobe Creative Suite, Microsoft Excel, Photoshop, Project Management, InDesign, Microsoft Office, Drawing, PowerPoint, Leadership, Outlook, Relationship Management, New Business Development, Process Improvement, 401k, Customer Service, Graphic Design, Landscape Architecture, Landscape Design, Negotiation, Sales Management, Strategic Planning
Education
University of South Florida 2004 — 2009
M.Arch, Architecture + Mathematics
TASIS 1998 — 2000
Singapore American School 1995 — 1998
Financial Industry Technical Services, Inc. (FITS-Inc.) March 2015 - Present
Aspire Financial Services November 2011 - March 2015
InvestLink Technologies October 2005 - November 2011
Affiliated Computer Services (acquired Mellon Bank HRIS) January 1999 - October 2005
Mellon Bank (acquired Dreyfus Retirement Services) December 1997 - December 1998
Dreyfus Retirement Services July 1995 - December 1997
Bankers Trust January 1994 - July 1995
Skills
Pensions, Customer Service, Management, Employee Benefits, Human Resources, Analysis, 401k, Operations Management, Microsoft Excel, Business Analysis, Investments, Outsourcing, Budgets, Risk Management, Mutual Funds, Vendor Management, Finance, Process Improvement, Financial Services
Education
Saint Thomas Aquinas College 1980 — 1984
Bachelor of Science (BS), Finance, General
High School 1976 — 1980
Aspire Financial Services June 2013 - Present
Trust Company of America November 2005 - January 2013
Fiserv ISS March 2005 - November 2005
Certified Financial Planners Board of Standards April 2002 - February 2005
Fiserv Correspondent Services January 2000 - September 2001
Skills
Microsoft Office 2007, GreatPlains, FundSERV, Written & Verbal..., Work Ethic, Accurate Data Entry, Account Reconciliation, Trust Services, Analytic Problem Solving, Leadership, Accounts..., Planning Budgeting &..., Training, Analysis, Financial Reporting, Financial Services, Access, Mutual Funds, Finance, Trading, Business Analysis, Financial Risk, Microsoft Office, Custodian Operations, Accurate Record Keeping, Nonprofits
Education
Metropolitan State College of Denver 1995 — 2001
Bachelor of Science in Finance, Accounting and Finance
ASPire Financial Services June 2013 - Present
First Savings Retirement Services June 2010 - June 2013
Ascensus April 1994 - June 2010
BISYS Group Inc 1994 - 2010
Skills
Risk Management, Financial Services, Business Analysis, Vendor Management, Process Improvement, Mutual Funds, Project Management, Relationship Management, Banking, Portfolio Management, Insurance, Employee Benefits, Team Building, 401k
Education
Penn State University 1985 — 1989
BS, Insurance