BPAS Company
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BPAS Employees
Employee
Years
Job
Industry
Stephanie Martelli, QPA, QKA Stephanie Martelli, QPA, QKA's BPAS Experience March 2009 - Present
Job Conversion Specialist at BPAS
Industry Financial Services
Experience
BPAS March 2009 - Present
CoughlinGiambrone, LLC September 2007 - January 2009
M. Griffith Investment Services, Inc. March 2004 - August 2007
Skills
Notary Public, QKA (Qualified 401(k)..., QPA (Qualified Pension...
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
Bachelor of Science (BS), Mathematics and Psychology
Camden High School 1992 — 1996
High School Diploma, General Studies
BPAS March 2009 - Present
CoughlinGiambrone, LLC September 2007 - January 2009
M. Griffith Investment Services, Inc. March 2004 - August 2007
Skills
Notary Public, QKA (Qualified 401(k)..., QPA (Qualified Pension...
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
Bachelor of Science (BS), Mathematics and Psychology
Camden High School 1992 — 1996
High School Diploma, General Studies
Daniel Brindisi's BPAS Experience June 2007 - Present
Job Retirement Plan Consultant at BPAS
Industry Financial Services
Experience
BPAS June 2007 - Present
Utica National Insurance Group September 2001 - September 2003
Utica National Insurance Group June 1995 - September 2001
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Omni Recordkeeping..., Internet, Form 5500 preparation, Qualified Retirement..., Non-Qualified Deferred..., Life Insurance, Sports Coaching, Golf, Father, ERISA, Profit Sharing, Defined Contribution, Retirement, Retirement Plan..., Accounting, Insurance, 401k, Retirement Planning
Education
SUNY Utica/Rome 1983 — 1985
Bachelor of Science (B.S.), Accounting
Mohawk Valley Community College 1981 — 1983
Associate of Arts and Sciences (AAS), Accounting
BPAS June 2007 - Present
Utica National Insurance Group September 2001 - September 2003
Utica National Insurance Group June 1995 - September 2001
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Omni Recordkeeping..., Internet, Form 5500 preparation, Qualified Retirement..., Non-Qualified Deferred..., Life Insurance, Sports Coaching, Golf, Father, ERISA, Profit Sharing, Defined Contribution, Retirement, Retirement Plan..., Accounting, Insurance, 401k, Retirement Planning
Education
SUNY Utica/Rome 1983 — 1985
Bachelor of Science (B.S.), Accounting
Mohawk Valley Community College 1981 — 1983
Associate of Arts and Sciences (AAS), Accounting
Latricia Sanders-Charles Latricia Sanders-Charles's BPAS Experience September 1998 - November 2012
Job Sr. Plan Consultant at BPAS
Industry Financial Services
Experience
BPAS September 1998 - November 2012
Skills
Retirement, Pensions, Investments, Asset Allocation, Employee Benefits, Defined Benefit, Microsoft Excel, 401 (k), Safe Harbor, 401k, Defined Contribution, ERISA, Finance, Insurance, Mutual Funds, Profit Sharing, Retirement Plan..., Retirement Planning, Securities
Education
Lamar University 1993 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
BPAS September 1998 - November 2012
Skills
Retirement, Pensions, Investments, Asset Allocation, Employee Benefits, Defined Benefit, Microsoft Excel, 401 (k), Safe Harbor, 401k, Defined Contribution, ERISA, Finance, Insurance, Mutual Funds, Profit Sharing, Retirement Plan..., Retirement Planning, Securities
Education
Lamar University 1993 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
Eugene Carruth Eugene Carruth's BPAS Experience December 2014 - Present
Job Retirement Plan Specialist at Benefit Plans Administrative Services, Inc. (BPAS)
Industry Insurance
Experience
BPAS December 2014 - Present
MetLife (Manpower Group) April 2014 - December 2014
Upstate Cerebral Palsy February 2013 - May 2013
Bank of America April 2004 - May 2012
Fleet Bank September 2000 - April 2004
Skills
Customer Service, Process Improvement, Business Decision Making, Training, Business Process..., Staff Development, Strategic Planning, QuickBooks, Quicken, Microsoft Excel, Microsoft Word, PowerPoint, Access, Help Desk Experience, Data Entry, Bookkeeping, Telephone Skills, Problem Solving, Troubleshooting, Leadership, Banking, Customer Satisfaction, Finance, Call Centers, Tracking Budget Expenses, 401k, 403 b, IRAs, Microsoft Office
Education
Mohawk Valley Community College-Utica Branch 2012 — 2014
Associate of Applied Science (AAS), Business Management, GPA 2.90
Excelsior College 2015 — 2017
Bachelor of Applied Science (B.A.Sc.), Business, Minor Accounting
BPAS December 2014 - Present
MetLife (Manpower Group) April 2014 - December 2014
Upstate Cerebral Palsy February 2013 - May 2013
Bank of America April 2004 - May 2012
Fleet Bank September 2000 - April 2004
Skills
Customer Service, Process Improvement, Business Decision Making, Training, Business Process..., Staff Development, Strategic Planning, QuickBooks, Quicken, Microsoft Excel, Microsoft Word, PowerPoint, Access, Help Desk Experience, Data Entry, Bookkeeping, Telephone Skills, Problem Solving, Troubleshooting, Leadership, Banking, Customer Satisfaction, Finance, Call Centers, Tracking Budget Expenses, 401k, 403 b, IRAs, Microsoft Office
Education
Mohawk Valley Community College-Utica Branch 2012 — 2014
Associate of Applied Science (AAS), Business Management, GPA 2.90
Excelsior College 2015 — 2017
Bachelor of Applied Science (B.A.Sc.), Business, Minor Accounting
Dave LaCroix Dave LaCroix's BPAS Experience January 2013 - February 2014
Job Accounting Manager
Industry Nonprofit Organization Management
Experience
MVRCR February 2014 - August 2014
BPAS January 2013 - February 2014
WalMart October 2005 - November 2011
Lyndon Lyon Greenhouses June 2002 - September 2005
Surreal Realty April 2004 - September 2004
Best Western January 2004 - March 2004
United States Army Reserve March 2001 - March 2004
Skills
Customer Service, Leadership, Data Analysis, Microsoft Office, Public Speaking, Microsoft Excel, Outlook, Time Management, Team Building, Budgets, Microsoft Word
Education
State University of New York Institute of Technology at Utica/Rome 2007 — 2009
MBA, Accounting and Finance
Empire State College 2006 — 2007
Bachelor of Science, Business Management
Mohawk Valley Community College 2005 — 2006
Certificate, Architectural/Civil Drafting (CAD)
Herkimer County Community College 2002 — 2005
Associate, Travel & Tourism, Business Administration
MVRCR February 2014 - August 2014
BPAS January 2013 - February 2014
WalMart October 2005 - November 2011
Lyndon Lyon Greenhouses June 2002 - September 2005
Surreal Realty April 2004 - September 2004
Best Western January 2004 - March 2004
United States Army Reserve March 2001 - March 2004
Skills
Customer Service, Leadership, Data Analysis, Microsoft Office, Public Speaking, Microsoft Excel, Outlook, Time Management, Team Building, Budgets, Microsoft Word
Education
State University of New York Institute of Technology at Utica/Rome 2007 — 2009
MBA, Accounting and Finance
Empire State College 2006 — 2007
Bachelor of Science, Business Management
Mohawk Valley Community College 2005 — 2006
Certificate, Architectural/Civil Drafting (CAD)
Herkimer County Community College 2002 — 2005
Associate, Travel & Tourism, Business Administration
Elizabeth Kaido, QKA Elizabeth Kaido, QKA's BPAS Experience October 2008 - July 2011
Job Sales Relationship Manager at BPAS, Inc.
Industry Financial Services
Experience
Benefit Plan Administrators, a BPAS company 2008 - Present
BPAS October 2008 - July 2011
Skills
401k, Retirement, Profit Sharing, ERISA, Investments, Employee Benefits, Mutual Funds, Defined Benefit, Finance, Defined Contribution, Pensions, Retirement Planning, Retirement Plan..., Strategy, Asset Allocation, Pension Administration
Education
State University of New York Institute of Technology at Utica/Rome 2005 — 2007
Bachelor of Science (B.S.), Business Administration, Management and Operations
Thomas R. Proctor High School
Thomas R. Proctor High School
Benefit Plan Administrators, a BPAS company 2008 - Present
BPAS October 2008 - July 2011
Skills
401k, Retirement, Profit Sharing, ERISA, Investments, Employee Benefits, Mutual Funds, Defined Benefit, Finance, Defined Contribution, Pensions, Retirement Planning, Retirement Plan..., Strategy, Asset Allocation, Pension Administration
Education
State University of New York Institute of Technology at Utica/Rome 2005 — 2007
Bachelor of Science (B.S.), Business Administration, Management and Operations
Thomas R. Proctor High School
Thomas R. Proctor High School
Joseph Tighe's BPAS Experience April 2014 - September 2014
Job Compliance Coop at Delaware Investments
Industry Financial Services
Experience
Delaware Investments March 2015 - Present
BPAS April 2014 - September 2014
Skills
Team Leadership, Microsoft Excel, Presentations, PowerPoint, Cash Register, Merchandise, Public Speaking, Morningstar Direct, Valuation, Sales, Financial Analysis, Retirement Planning, Investments, Microsoft Word, Finance, Teamwork, Social Media, Microsoft Office
Education
Drexel University 2012 — 2017
Bachelor of Science (BS), Finance
Kennett High School 2008 — 2012
Diploma
Delaware Investments March 2015 - Present
BPAS April 2014 - September 2014
Skills
Team Leadership, Microsoft Excel, Presentations, PowerPoint, Cash Register, Merchandise, Public Speaking, Morningstar Direct, Valuation, Sales, Financial Analysis, Retirement Planning, Investments, Microsoft Word, Finance, Teamwork, Social Media, Microsoft Office
Education
Drexel University 2012 — 2017
Bachelor of Science (BS), Finance
Kennett High School 2008 — 2012
Diploma
Diana Pettinelli Diana Pettinelli's BPAS Experience October 2007 - Present
Job Position Manager Team Leader / Reconciliation Specialist at BPA
Industry Financial Services
Experience
BPAS October 2007 - Present
Skills
401k, Defined Benefit, Benefits Administration, Retirement, ERISA, Account Reconciliation, Accounts Receivable, Accruals, Accounting, Accounts Payable, Dividends, OMNI, Microsoft Office, Bank Reconciliation
Education
Mohawk Valley Community College-Utica Branch
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Hamilton College
Liberal Arts and Sciences/Liberal Studies
Utica College
Accounting
BPAS October 2007 - Present
Skills
401k, Defined Benefit, Benefits Administration, Retirement, ERISA, Account Reconciliation, Accounts Receivable, Accruals, Accounting, Accounts Payable, Dividends, OMNI, Microsoft Office, Bank Reconciliation
Education
Mohawk Valley Community College-Utica Branch
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Hamilton College
Liberal Arts and Sciences/Liberal Studies
Utica College
Accounting
Brian Douglas, AIF®, APA, PPC Brian Douglas, AIF®, APA, PPC's BPAS Experience December 2013 - Present
Job External Wholesaler at BPAS
Industry Financial Services
Experience
BPAS December 2013 - Present
Commonwealth Financial Network February 2011 - December 2013
Retirement Alliance, Inc. September 2001 - February 2011
Putnam Investments June 1996 - April 2001
Skills
Retirement Plan..., Qualified Retirement..., Mutual Funds, 401k, Retirement, Series 7, Series 65, Benchmarking, Fiduciary Services, ERISA, Superior Client Service, Cash Balance, Investments, Social Networking, Salesforce.com, Financial Advisory, AIF, Simple IRA, SEP IRA, Financial Services, Client Services
Education
Plymouth State University 1992 — 1996
Bachelors, Marketing, minor in Economics
BPAS December 2013 - Present
Commonwealth Financial Network February 2011 - December 2013
Retirement Alliance, Inc. September 2001 - February 2011
Putnam Investments June 1996 - April 2001
Skills
Retirement Plan..., Qualified Retirement..., Mutual Funds, 401k, Retirement, Series 7, Series 65, Benchmarking, Fiduciary Services, ERISA, Superior Client Service, Cash Balance, Investments, Social Networking, Salesforce.com, Financial Advisory, AIF, Simple IRA, SEP IRA, Financial Services, Client Services
Education
Plymouth State University 1992 — 1996
Bachelors, Marketing, minor in Economics
Mimi Nuskey Mimi Nuskey's BPAS Experience July 2008 - Present
Job Senior Implementation Specialist at BPAS
Industry Financial Services
Experience
BPAS July 2008 - Present
Alliance Benefit Group January 1989 - July 2008
Skills
401k, Mutual Funds, Defined Contribution, Pension Administration, ERISA, Retirement Planning, Investments, Finance, Pensions, Employee Benefits, Profit Sharing, Retirement Plan..., Defined Benefit, Investment Advisory, Financial Services
Education
Penn State University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Council Rock High School 1984 — 1988
BPAS July 2008 - Present
Alliance Benefit Group January 1989 - July 2008
Skills
401k, Mutual Funds, Defined Contribution, Pension Administration, ERISA, Retirement Planning, Investments, Finance, Pensions, Employee Benefits, Profit Sharing, Retirement Plan..., Defined Benefit, Investment Advisory, Financial Services
Education
Penn State University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Council Rock High School 1984 — 1988
Kay McManus, AIF Kay McManus, AIF's BPAS Experience October 2006 - Present
Job Sales Relationship Manager at BPAS
Industry Financial Services
Experience
BPAS October 2006 - Present
July Business Services December 2003 - September 2006
Skills
401k, Retirement, Retirement Planning, Securities, Defined Benefit, Retirement Plan..., Pensions, Mutual Funds, ERISA, Defined Contribution, Employee Benefits, Investments, Qualified Retirement..., Finance, Portfolio Management, Series 6
Education
Houston Community College
AA, Psychology
WH Adamson
BPAS October 2006 - Present
July Business Services December 2003 - September 2006
Skills
401k, Retirement, Retirement Planning, Securities, Defined Benefit, Retirement Plan..., Pensions, Mutual Funds, ERISA, Defined Contribution, Employee Benefits, Investments, Qualified Retirement..., Finance, Portfolio Management, Series 6
Education
Houston Community College
AA, Psychology
WH Adamson
Ryan S. Fay, MBA, AIF® Ryan S. Fay, MBA, AIF®'s BPAS Experience January 2011 - November 2013
Job Managing Director at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments November 2013 - Present
BPAS January 2011 - November 2013
Paychex January 2007 - December 2010
Skills
Defined Benefit, Profit Sharing, 401k, Retirement, Investments, Defined Contribution, 403 b, Retirement Planning, ERISA, Fiduciary, Retirement Plan..., Employee Benefits, Financial Advisory, Mutual Funds, Pensions, Asset Allocation, Series 6, IRAs, Wealth, Qualified Retirement..., Investment Advisory, Securities, Fixed Annuities, Wealth Management, Investment Management, Series 63, Uniform Combined State...
Education
University of Pittsburgh 2011 — 2011
Accredited Investment Fiduciary ®, Center for Fiduciary Studies
Rivier College 2008 — 2010
M.B.A., Finance
Southern New Hampshire University 2000 — 2004
BS, Business Studies
John Hancock Investments November 2013 - Present
BPAS January 2011 - November 2013
Paychex January 2007 - December 2010
Skills
Defined Benefit, Profit Sharing, 401k, Retirement, Investments, Defined Contribution, 403 b, Retirement Planning, ERISA, Fiduciary, Retirement Plan..., Employee Benefits, Financial Advisory, Mutual Funds, Pensions, Asset Allocation, Series 6, IRAs, Wealth, Qualified Retirement..., Investment Advisory, Securities, Fixed Annuities, Wealth Management, Investment Management, Series 63, Uniform Combined State...
Education
University of Pittsburgh 2011 — 2011
Accredited Investment Fiduciary ®, Center for Fiduciary Studies
Rivier College 2008 — 2010
M.B.A., Finance
Southern New Hampshire University 2000 — 2004
BS, Business Studies
Odaliza Martinez Odaliza Martinez's BPAS Experience July 2014 - Present
Job Customer Service Rep at BPAS
Industry Financial Services
Experience
BPAS July 2014 - Present
Faxton-St. Luke's Healthcare July 2010 - Present
BPAS October 2013 - July 2014
BPAS August 2012 - October 2013
Partech International March 2009 - October 2009
Conmed Corporation January 2009 - March 2009
Skills
Customer Service, Data Entry, Medical Terminology, Healthcare, EMR, Medical Records, Cpr Certified, BLS, Nursing, Hospitals, Patient Safety, Microsoft Word, Outlook, Healthcare Management, Healthcare Information..., Microsoft Excel, Telephone Skills, Microsoft Office, PowerPoint, Access
Education
Mohawk Valley Community College 2008 — 2011
Associate of Arts and Sciences (AAS), Medical/Clinical Assistant
Micro Tech 2006 — 2007
Certificate - 18 Month, Massage Therapy/Therapeutic Massage
BPAS July 2014 - Present
Faxton-St. Luke's Healthcare July 2010 - Present
BPAS October 2013 - July 2014
BPAS August 2012 - October 2013
Partech International March 2009 - October 2009
Conmed Corporation January 2009 - March 2009
Skills
Customer Service, Data Entry, Medical Terminology, Healthcare, EMR, Medical Records, Cpr Certified, BLS, Nursing, Hospitals, Patient Safety, Microsoft Word, Outlook, Healthcare Management, Healthcare Information..., Microsoft Excel, Telephone Skills, Microsoft Office, PowerPoint, Access
Education
Mohawk Valley Community College 2008 — 2011
Associate of Arts and Sciences (AAS), Medical/Clinical Assistant
Micro Tech 2006 — 2007
Certificate - 18 Month, Massage Therapy/Therapeutic Massage
Amy Haddad Amy Haddad's BPAS Experience February 2015 - Present
Job Business Analyst at BPAS
Industry Financial Services
Experience
BPAS February 2015 - Present
ConMed Corporation November 2010 - February 2015
PrO Unlimited May 2010 - October 2010
CIGNA Health Care January 2006 - November 2009
United Health Group 2003 - 2005
United Health Group 2003 - 2003
United Health Group January 1998 - January 2002
United Health Group January 1989 - January 1998
Skills
Data Analysis, Call Center, Coaching, Customer Satisfaction, Six Sigma, Process Improvement, Purchasing, Program Management, Strategy, Management, Training, Call Centers, Project Management, Team Leadership, Analysis, Strategic Planning, Human Resources, Continuous Improvement, Business Process..., Sourcing, Vendor Management, Cross-functional Team..., Operations Management, Supply Chain Management, Customer Service, Troubleshooting, Change Management, Leadership, Quality Assurance, Procurement, Supply Chain, Forecasting, Strategic Sourcing
Education
Corning Community College 1984 — 1987
Associate in Applied Science, Business Administration
BPAS February 2015 - Present
ConMed Corporation November 2010 - February 2015
PrO Unlimited May 2010 - October 2010
CIGNA Health Care January 2006 - November 2009
United Health Group 2003 - 2005
United Health Group 2003 - 2003
United Health Group January 1998 - January 2002
United Health Group January 1989 - January 1998
Skills
Data Analysis, Call Center, Coaching, Customer Satisfaction, Six Sigma, Process Improvement, Purchasing, Program Management, Strategy, Management, Training, Call Centers, Project Management, Team Leadership, Analysis, Strategic Planning, Human Resources, Continuous Improvement, Business Process..., Sourcing, Vendor Management, Cross-functional Team..., Operations Management, Supply Chain Management, Customer Service, Troubleshooting, Change Management, Leadership, Quality Assurance, Procurement, Supply Chain, Forecasting, Strategic Sourcing
Education
Corning Community College 1984 — 1987
Associate in Applied Science, Business Administration
Jenna Cunningham's BPAS Experience June 2015 - Present
Job Intern at BPAS
Industry Music
Experience
BPAS June 2015 - Present
University at Buffalo August 2014 - December 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Public Speaking, Project Management, Leadership
Education
University at Buffalo 2013 — 2017
Bachelor’s Degree, Music Performance, General
University at Buffalo 2013 — 2017
Bachelor’s Degree, Actuarial Science
BPAS June 2015 - Present
University at Buffalo August 2014 - December 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Public Speaking, Project Management, Leadership
Education
University at Buffalo 2013 — 2017
Bachelor’s Degree, Music Performance, General
University at Buffalo 2013 — 2017
Bachelor’s Degree, Actuarial Science
Abigail Dunn Abigail Dunn's BPAS Experience June 2015 - August 2015
Job Student at State University of New York College at Fredonia
Industry Financial Services
Experience
BPAS June 2015 - August 2015
Skills
Actuarial Science
Education
State University of New York College at Fredonia 2013 — 2016
Bachelor of Science (B.S.), Applied Mathematics, 3.93
BPAS June 2015 - August 2015
Skills
Actuarial Science
Education
State University of New York College at Fredonia 2013 — 2016
Bachelor of Science (B.S.), Applied Mathematics, 3.93
Melissa Varvarezis Melissa Varvarezis's BPAS Experience April 2015 - Present
Job Education / Communication Specialist
Industry Financial Services
Experience
BPAS April 2015 - Present
Professional Planning Associates November 2012 - March 2015
PNC March 2006 - October 2012
MetLife September 2005 - March 2006
Vanguard September 2000 - September 2005
Skills
Microsoft Office, Presentations, Employee Training, Organization, Microsoft Word, Financial Analysis, Investments, PowerPoint, Series 6, Portfolio Management, Customer Service, Microsoft Excel, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, 401k, Series 63, IRAs, Asset Management, Training, Financial Planners, Financial Services, Payroll, Employee Benefits, Financial Education, 401k Rollovers, Defined Contribution
Education
Penn State University 1993 — 1997
Bachelor of Science (B.S.), Elementary Education and Teaching
BPAS April 2015 - Present
Professional Planning Associates November 2012 - March 2015
PNC March 2006 - October 2012
MetLife September 2005 - March 2006
Vanguard September 2000 - September 2005
Skills
Microsoft Office, Presentations, Employee Training, Organization, Microsoft Word, Financial Analysis, Investments, PowerPoint, Series 6, Portfolio Management, Customer Service, Microsoft Excel, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, 401k, Series 63, IRAs, Asset Management, Training, Financial Planners, Financial Services, Payroll, Employee Benefits, Financial Education, 401k Rollovers, Defined Contribution
Education
Penn State University 1993 — 1997
Bachelor of Science (B.S.), Elementary Education and Teaching
Trish Payne Trish Payne's BPAS Experience July 2014 - Present
Job Plan Consultant, BPAS VEBA/HRA Services
Industry Financial Services
Experience
BPAS July 2014 - Present
Benefit Solutions, Inc. December 2011 - July 2014
Skills
Consumer Driven Health..., Employee Benefits, Business Administration, Customer Service, Finance
Education
Shoreline Community College
Associate of Arts and Sciences (A.A.S.), Mathematics, Physics and French
BPAS July 2014 - Present
Benefit Solutions, Inc. December 2011 - July 2014
Skills
Consumer Driven Health..., Employee Benefits, Business Administration, Customer Service, Finance
Education
Shoreline Community College
Associate of Arts and Sciences (A.A.S.), Mathematics, Physics and French
Isaac Howard Isaac Howard's BPAS Experience July 2006 - Present
Job Plan Consultant at BPAS
Industry Financial Services
Experience
BPAS July 2006 - Present
Customer Service Associate August 1998 - June 2006
Cash America Pawn March 1991 - September 1997
Skills
Investments, Mutual Funds, Customer Service, Securities, Defined Benefit, Retirement Planning, Employee Benefits, Retirement, Pensions, 401k
Education
Houston Community College 1996 — 1998
AuotCAD Design
Texas Southern University 1983 — 1985
Computer Science
BPAS July 2006 - Present
Customer Service Associate August 1998 - June 2006
Cash America Pawn March 1991 - September 1997
Skills
Investments, Mutual Funds, Customer Service, Securities, Defined Benefit, Retirement Planning, Employee Benefits, Retirement, Pensions, 401k
Education
Houston Community College 1996 — 1998
AuotCAD Design
Texas Southern University 1983 — 1985
Computer Science
Debbie Cornelison Debbie Cornelison's BPAS Experience August 2010 - September 2014
Job Participant Service Representative at Professional Capital Services
Industry Investment Management
Experience
Professional Capital Services October 2014 - Present
BPAS August 2010 - September 2014
Proulx Security Systems Inc. September 2005 - April 2009
HMA Advisors Inc September 2004 - April 2009
Janney Montgomery Scott, LLC November 2000 - December 2005
Skills
Administrative..., Microsoft Excel, Access, Calendaring, Concur, Microsoft Word, Spreadsheets, Office Equipment, Travel Arrangements, Expense Reports, Text Editing, Account Reconciliation, Account Management, Accounts Receivable, Events, Employee Benefits, Retirement, Insurance, Payroll, Investments, Data Entry, Accounting, Pensions, Benefits Administration, 401k, Outlook, Time Management, Retirement Planning, Invoicing, Mutual Funds
Education
Community College of Philadelphia 2009 — 2016
Associate's Degree
Professional Capital Services October 2014 - Present
BPAS August 2010 - September 2014
Proulx Security Systems Inc. September 2005 - April 2009
HMA Advisors Inc September 2004 - April 2009
Janney Montgomery Scott, LLC November 2000 - December 2005
Skills
Administrative..., Microsoft Excel, Access, Calendaring, Concur, Microsoft Word, Spreadsheets, Office Equipment, Travel Arrangements, Expense Reports, Text Editing, Account Reconciliation, Account Management, Accounts Receivable, Events, Employee Benefits, Retirement, Insurance, Payroll, Investments, Data Entry, Accounting, Pensions, Benefits Administration, 401k, Outlook, Time Management, Retirement Planning, Invoicing, Mutual Funds
Education
Community College of Philadelphia 2009 — 2016
Associate's Degree
Dwight Buchanan Dwight Buchanan's BPAS Experience November 2006 - May 2010
Job Freelance Writer
Industry Writing and Editing
Experience
Various January 2014 - Present
Residence Inn by Marriott January 2012 - December 2013
BPAS November 2006 - May 2010
Education
Brigham Young University - Idaho 2010 — 2011
English Language and Literature, General, 3.85 GPA
Various January 2014 - Present
Residence Inn by Marriott January 2012 - December 2013
BPAS November 2006 - May 2010
Education
Brigham Young University - Idaho 2010 — 2011
English Language and Literature, General, 3.85 GPA
Hillary Pundt's BPAS Experience 2009 - Present
Job Assistant IT Manager at Benefit Plan Administrative Services (BPAS, Inc.)
Industry Information Technology and Services
Experience
BPAS 2009 - Present
Benefit Plan Administrative Services (BPAS, Inc.) February 2012 - July 2013
Benefit Plan Administrative Services (BPAS, Inc.) November 2009 - February 2012
Buckeye Partners May 2005 - August 2008
Skills
Access, Troubleshooting, Microsoft Office, Microsoft Excel, Windows 7, Windows, Computer Hardware, Active Directory, Process Improvement, Microsoft Word, Linux, System Administration, Customer Service, OS X, XP, Visio, Windows Server, Routers, Time Management, Group Policy, Windows XP
Education
SUNY Polytechnic Institute 2005 — 2009
BS, Computer Engineering Technology
BPAS 2009 - Present
Benefit Plan Administrative Services (BPAS, Inc.) February 2012 - July 2013
Benefit Plan Administrative Services (BPAS, Inc.) November 2009 - February 2012
Buckeye Partners May 2005 - August 2008
Skills
Access, Troubleshooting, Microsoft Office, Microsoft Excel, Windows 7, Windows, Computer Hardware, Active Directory, Process Improvement, Microsoft Word, Linux, System Administration, Customer Service, OS X, XP, Visio, Windows Server, Routers, Time Management, Group Policy, Windows XP
Education
SUNY Polytechnic Institute 2005 — 2009
BS, Computer Engineering Technology
Daniel Chesebro's BPAS Experience January 2015 - Present
Job System Administrator at BPAS
Industry Information Technology and Services
Experience
BPAS January 2015 - Present
Connecting Interwebs February 2014 - Present
Rome Memorial Hospital November 2013 - January 2015
Rome Memorial Hospital May 2011 - November 2013
Rome Memorial Hospital August 2010 - May 2011
Niagara University Information Technology October 2007 - May 2010
Niagara University Information Technology May 2009 - September 2009
Skills
Troubleshooting, Networking, Cisco Technologies, Windows, Final Cut Pro, Interviews, Research, IP, Routing Protocols, DHCP, Leadership, Program Management, Access, Higher Education, Public Speaking, Teaching, Customer Service, Event Planning, Routing, Management, Microsoft Office 2007, Information Technology, Software Installation, Technical Support, Creative Writing, Microsoft Office, Servers, VMware, VPN
Education
Niagara University 2006 — 2010
B.S., Computer Information Science, Minor in Communications Studies, Overall GPA 3.5, 3.7 in Field of Study
Clinton High School 2002 — 2006
Advanced GED
BPAS January 2015 - Present
Connecting Interwebs February 2014 - Present
Rome Memorial Hospital November 2013 - January 2015
Rome Memorial Hospital May 2011 - November 2013
Rome Memorial Hospital August 2010 - May 2011
Niagara University Information Technology October 2007 - May 2010
Niagara University Information Technology May 2009 - September 2009
Skills
Troubleshooting, Networking, Cisco Technologies, Windows, Final Cut Pro, Interviews, Research, IP, Routing Protocols, DHCP, Leadership, Program Management, Access, Higher Education, Public Speaking, Teaching, Customer Service, Event Planning, Routing, Management, Microsoft Office 2007, Information Technology, Software Installation, Technical Support, Creative Writing, Microsoft Office, Servers, VMware, VPN
Education
Niagara University 2006 — 2010
B.S., Computer Information Science, Minor in Communications Studies, Overall GPA 3.5, 3.7 in Field of Study
Clinton High School 2002 — 2006
Advanced GED
Michele Amodei Michele Amodei's BPAS Experience September 2012 - March 2015
Job Defined Contribution Plan Professional □ Relationship Manager □ Communication & Marketing Specialist
Industry Financial Services
Experience
BPAS September 2012 - March 2015
SEI August 2010 - September 2012
SEI January 2007 - August 2010
SEI March 2004 - January 2007
Ascensus March 2002 - March 2004
Merrill Lynch March 2000 - March 2002
Skills
Retirement, Alternative Investments, 401k, Series 63, Mutual Funds, Asset Allocation, Investments, Series 7, Wealth Management, Finance, Portfolio Management, Defined Benefit, Securities, Retirement Planning, Employee Benefits, Valuation, Series 6, Financial Services, Pensions, Investment Management, Investment Advisory, Relationship Management
Education
University of Pittsburgh 1994 — 1998
Bachelor of Science (B.S.), Business Administration, Graduated magna cum laude
BPAS September 2012 - March 2015
SEI August 2010 - September 2012
SEI January 2007 - August 2010
SEI March 2004 - January 2007
Ascensus March 2002 - March 2004
Merrill Lynch March 2000 - March 2002
Skills
Retirement, Alternative Investments, 401k, Series 63, Mutual Funds, Asset Allocation, Investments, Series 7, Wealth Management, Finance, Portfolio Management, Defined Benefit, Securities, Retirement Planning, Employee Benefits, Valuation, Series 6, Financial Services, Pensions, Investment Management, Investment Advisory, Relationship Management
Education
University of Pittsburgh 1994 — 1998
Bachelor of Science (B.S.), Business Administration, Graduated magna cum laude
Emily McGee's BPAS Experience January 2009 - Present
Job Client Consultant at BPAS
Industry Financial Services
Experience
BPAS January 2009 - Present
Pottery Barn 2005 - 2010
SunGard March 2004 - April 2007
Federated Investors, Inc. February 1999 - March 2004
Skills
Event Management, Marketing Communications, Microsoft Word, Project Management, Customer Service..., Coordinating Events, Microsoft Excel, People-oriented, Customer Service..., Employee Benefits, 401k, Investments, Pensions, Leadership, Retirement, Retirement Planning, Customer Service
Education
Clarion University of Pennsylvania 1996 — 1998
BPAS January 2009 - Present
Pottery Barn 2005 - 2010
SunGard March 2004 - April 2007
Federated Investors, Inc. February 1999 - March 2004
Skills
Event Management, Marketing Communications, Microsoft Word, Project Management, Customer Service..., Coordinating Events, Microsoft Excel, People-oriented, Customer Service..., Employee Benefits, 401k, Investments, Pensions, Leadership, Retirement, Retirement Planning, Customer Service
Education
Clarion University of Pennsylvania 1996 — 1998
Debra Harlander's BPAS Experience March 2013 - October 2013
Job AngelDove Photography
Industry Photography
Experience
AngelDove Photography April 2002 - Present
BPAS March 2013 - October 2013
Flex Corp, a BPAS company February 2010 - October 2013
BPA, a BPAS Company February 2007 - October 2013
Skills
Customer Service, 401k, Employee Benefits, Mutual Funds, Retirement, Portrait Photography, Fine Art Photography, Event Photography, Corporate Events, Investments, Defined Benefit, Insurance, Photography, Lightroom, Commercial Photography, Training, Photos, Travel Photography, Decision Support, Editing, Leadership, Management, Public Speaking, Social Media, Strategic Planning
Education
Mohawk Valley Community College 2000 — 2003
Associate of Arts and Sciences (AAS), Photography
AngelDove Photography April 2002 - Present
BPAS March 2013 - October 2013
Flex Corp, a BPAS company February 2010 - October 2013
BPA, a BPAS Company February 2007 - October 2013
Skills
Customer Service, 401k, Employee Benefits, Mutual Funds, Retirement, Portrait Photography, Fine Art Photography, Event Photography, Corporate Events, Investments, Defined Benefit, Insurance, Photography, Lightroom, Commercial Photography, Training, Photos, Travel Photography, Decision Support, Editing, Leadership, Management, Public Speaking, Social Media, Strategic Planning
Education
Mohawk Valley Community College 2000 — 2003
Associate of Arts and Sciences (AAS), Photography
Brian Nicholson, CRSP's BPAS Experience October 2013 - Present
Job Senior Sales Relationship Manager at BPAS
Industry Financial Services
Experience
BPAS October 2013 - Present
First Citizens Bank & Trust November 1999 - October 2013
Skills
Relationship Management, Investment Advisory, ERISA, Retirement, Asset Allocation, Retirement Planning, 401k, 404 Compliance, Employee Benefits, Business Development, Database Design, Series 63, Series 65, Series 6, Strategic Financial..., Wealth, Qualified Retirement..., Asset Management, Wealth Management...
Education
East Carolina University - College of Business 1994 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
BPAS October 2013 - Present
First Citizens Bank & Trust November 1999 - October 2013
Skills
Relationship Management, Investment Advisory, ERISA, Retirement, Asset Allocation, Retirement Planning, 401k, 404 Compliance, Employee Benefits, Business Development, Database Design, Series 63, Series 65, Series 6, Strategic Financial..., Wealth, Qualified Retirement..., Asset Management, Wealth Management...
Education
East Carolina University - College of Business 1994 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
John Van Buren's BPAS Experience July 2008 - June 2011
Job Pension Consultant
Industry Financial Services
Experience
JVB Consulting, LLC June 2011 - Present
BPAS July 2008 - June 2011
Benefit Street, Inc November 2006 - July 2008
Alliance Benefit Group MidAtlantic, LLC August 1987 - November 2006
Skills
Strategic Financial..., Series 7, Retirement Planning, Retirement, Profit Sharing, Pensions, Mutual Funds
Education
Penn State University 1965 — 1970
BA, Economics
JVB Consulting, LLC June 2011 - Present
BPAS July 2008 - June 2011
Benefit Street, Inc November 2006 - July 2008
Alliance Benefit Group MidAtlantic, LLC August 1987 - November 2006
Skills
Strategic Financial..., Series 7, Retirement Planning, Retirement, Profit Sharing, Pensions, Mutual Funds
Education
Penn State University 1965 — 1970
BA, Economics
Jill Casey's BPAS Experience August 2003 - Present
Job Senior Consultant at Harbridge Consulting Group
Industry Financial Services
Experience
BPAS August 2003 - Present
PricewaterhouseCoopers July 1998 - August 2003
Coopers & Lybrand January 1996 - July 1998
Skills
Pensions, Employee Benefits, Retirement, Customer Service, Defined Benefit, Cash Balance
Education
Binghamton University - School of Management 2000 — 2001
MBA
State University of New York College at Oswego 1992 — 1995
BS, Marketing
BPAS August 2003 - Present
PricewaterhouseCoopers July 1998 - August 2003
Coopers & Lybrand January 1996 - July 1998
Skills
Pensions, Employee Benefits, Retirement, Customer Service, Defined Benefit, Cash Balance
Education
Binghamton University - School of Management 2000 — 2001
MBA
State University of New York College at Oswego 1992 — 1995
BS, Marketing
Kimberly Lekki's BPAS Experience January 2000 - Present
Job Senior Plan Consultant at BPAS
Industry Financial Services
Experience
BPAS January 2000 - Present
Regions Financial Corporation June 1998 - January 2000
Skills
Pensions, 401k, Retirement, Retirement Planning, Profit Sharing, ERISA, Retirement Plan..., Defined Contribution, Employee Benefits, Pension Administration, Asset Allocation, Financial Services
Education
University of Mobile 1995 — 1998
Bachelor of Science (B.S.), Accounting
BPAS January 2000 - Present
Regions Financial Corporation June 1998 - January 2000
Skills
Pensions, 401k, Retirement, Retirement Planning, Profit Sharing, ERISA, Retirement Plan..., Defined Contribution, Employee Benefits, Pension Administration, Asset Allocation, Financial Services
Education
University of Mobile 1995 — 1998
Bachelor of Science (B.S.), Accounting
Karen Evert's BPAS Experience September 2008 - Present
Job Census Coordinator at BPA, a BPAS Company
Industry Management Consulting
Experience
BPAS September 2008 - Present
MetLife June 1992 - April 2006
Skills
Finance, Managerial Finance, Financial Reporting, Due Diligence, Corporate Finance, Mutual Funds, Strategy, Process Improvement, Employee Benefits, Investment Management, Cash Flow, Accounting, ERISA, Securities, Budgets, Retirement, 401k, Defined Benefit, Project Management, Financial Services, Strategic Planning, Data Analysis, Cash Management, Internal Controls
Education
Long Island University, C.W. Post Campus 1982 — 1986
MBA, Finance
Cornell University 1977 — 1981
BS, Wildlife Biology
BPAS September 2008 - Present
MetLife June 1992 - April 2006
Skills
Finance, Managerial Finance, Financial Reporting, Due Diligence, Corporate Finance, Mutual Funds, Strategy, Process Improvement, Employee Benefits, Investment Management, Cash Flow, Accounting, ERISA, Securities, Budgets, Retirement, 401k, Defined Benefit, Project Management, Financial Services, Strategic Planning, Data Analysis, Cash Management, Internal Controls
Education
Long Island University, C.W. Post Campus 1982 — 1986
MBA, Finance
Cornell University 1977 — 1981
BS, Wildlife Biology
Fran Weaver's BPAS Experience October 2012 - Present
Job Conversion Specialist
Industry Investment Management
Experience
BPAS October 2012 - Present
Alliance Benefit Group November 2004 - October 2012
Skills
Access, Accounting, Investments, 401k, Microsoft Excel, Strategy, Mutual Funds, Employee Benefits, Finance
Education
Bucks County Community College
Accounting
BPAS October 2012 - Present
Alliance Benefit Group November 2004 - October 2012
Skills
Access, Accounting, Investments, 401k, Microsoft Excel, Strategy, Mutual Funds, Employee Benefits, Finance
Education
Bucks County Community College
Accounting
Gerald Mumphrey's BPAS Experience 2008 - June 2014
Job Consultant at Enterprise Iron Financial Industry Solutions, Inc.
Industry Financial Services
Experience
Enterprise Iron Financial Industry Solutions, Inc. June 2014 - Present
BPAS 2008 - June 2014
SunGard 2001 - 2005
National City Bank 1997 - 2001
Education
University of Houston 1989 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Enterprise Iron Financial Industry Solutions, Inc. June 2014 - Present
BPAS 2008 - June 2014
SunGard 2001 - 2005
National City Bank 1997 - 2001
Education
University of Houston 1989 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Sue Press's BPAS Experience January 1995 - Present
Job Administrative Assistant at BPAS
Industry Financial Services
Experience
BPAS January 1995 - Present
Skills
Expense Reports, Travel Arrangements, Confidentiality, Fax, Strategy, Investments, Employee Benefits, Finance, Retirement, Securities, Accounting, Accounts Receivable, Data Entry
Education
Bucks County Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
BPAS January 1995 - Present
Skills
Expense Reports, Travel Arrangements, Confidentiality, Fax, Strategy, Investments, Employee Benefits, Finance, Retirement, Securities, Accounting, Accounts Receivable, Data Entry
Education
Bucks County Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Elizabeth Balick's BPAS Experience August 2014 - Present
Job Participant Services Manager at BPAS
Industry Information Technology and Services
Experience
BPAS August 2014 - Present
Hewlett-Packard July 2001 - January 2014
Hewlett-Packard 2004 - 2014
Skills
IT Service Management, Leadership, Cloud Computing, IT Strategy, ITIL, Outsourcing, Service Delivery, Virtualization, Integration, Customer Service, Incident Management
Education
Rochester Institute of Technology
Bachelor of Applied Science (B.A.Sc.)
BPAS August 2014 - Present
Hewlett-Packard July 2001 - January 2014
Hewlett-Packard 2004 - 2014
Skills
IT Service Management, Leadership, Cloud Computing, IT Strategy, ITIL, Outsourcing, Service Delivery, Virtualization, Integration, Customer Service, Incident Management
Education
Rochester Institute of Technology
Bachelor of Applied Science (B.A.Sc.)