Chesapeake Benefit Partners
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Chesapeake Benefit Partners Employees
Enterprise Iron Financial Industry Solutions February 2015 - Present
Chesapeake Benefit Partners 2014 - January 2015
SunGard Financial Systems 1996 - 2014
Books A Million 1994 - 1996
Skills
Requirements Analysis, Business Analysis, Financial Services, SDLC, Business Requirements, Business Process..., 401k, Requirements Gathering, Business Process, Software Project..., Vendor Management, User Acceptance Testing, IT Strategy, PMO, Retirement, Process Improvement
Education
Birmingham-Southern College 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Accounting
UnitedHealth Group July 2015 - Present
Cognizant Technology Solutions August 2009 - July 2015
Chesapeake Benefit Partners October 2006 - August 2009
Infogix February 2000 - April 2004
Putnam Investments August 1999 - December 1999
Compaq May 1999 - August 1999
State Street March 1998 - March 1999
EDS, an HP Company February 1995 - May 1996
Skills
Strategy, Financial Services, Requirements Analysis, Business Analysis, Certified Scrum Master..., Requirements Gathering, Training, SDLC, Software Project..., Business Requirements, Analysis, User Acceptance Testing, Systems Analysis, Project Management, Program Management, Agile Project Management, Agile & Waterfall...
Education
University of Wisconsin-Eau Claire 1988 — 1992
BBA, MIS
Harvard University
Financial Accounting
Chesapeake Benefit Partners May 2012 - August 2015
Kendall Athletic Center, Mount Holyoke College January 2012 - May 2015
HengTian Services LLC May 2012 - August 2014
Touchstone Farm LLC June 2007 - August 2012
Town Sports International December 2010 - September 2011
Beth Israel Deaconess Hospital June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Leadership, Microsoft Office, Social Media, SPSS, Editing, Laboratory Skills, Public Speaking, Time Management, Fundraising
Education
Mount Holyoke College 2011 — 2015
Bachelor's Degree, Psychology
Wellesley Senior High School 2007 — 2011
High School
Lynchval Systems Worldwide (Retirement Systems &Services), KeyTech & Arrowpoint August 2011 - Present
Beneco March 2010 - July 2011
Chesapeake Benefit Partners August 2008 - March 2010
NRECA November 2007 - July 2008
MRM Corporation March 2005 - November 2007
MassMutual Financial Group December 1995 - February 2005
MassMutual Financial Group December 1995 - February 2005
MassMutual Financial Group December 1995 - February 2005
MassMutual Financial Group December 1995 - February 2005
Fidelity Investments July 1994 - December 1995
Skills
Strategy, Change Management, Organizational..., Leadership, Negotiation, Organizational..., Business Development, Organizational..., Management, CRM, Business Process..., Management Consulting, Business Planning, Outsourcing, Business Intelligence, Sales, Strategic Planning, Driving Results, Process Improvement, Budgets, Team Building, Customer Satisfaction, Business Strategy, Marketing Strategy, Marketing, Insurance, Consulting, Finance, Financial Services, Selling, Strategic Partnerships, Executive Management of..., Business Strategy,..., Entrepreneurship, Human Resources, Business Process, Leadership Development, Competitive Analysis, P&L Management, Vendor Management, Sales Management, Executive Management, Business Analysis, Business Transformation, Start-ups, Relationship Management, Investments, Mergers & Acquisitions
Education
West Chester University of Pennsylvania 1988 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
Harvard University 2000 — 2001
Executive Programs in Management, Executive Programs in Management
Chesapeake Benefit Partners February 2015 - Present
Mercer June 2002 - March 2013
Putnam Investments 1999 - 2005
State Street Research 2000 - 2002
Tofias PC 2000 - 2000
Sheldon Ganz 1991 - 1991
Skills
Employee Benefits, ERISA, Leadership, Benefits Administration, Process Improvement, Retirement, Training, Defined Contribution, Mergers & Acquisitions, Change Management, Retirement Planning, 401k, Financial Services, Management, Outsourcing
Education
Stonehill College 1994 — 1997
Mt. Ida College 1989 — 1991
AAS, Paralegal Studies
Consultant May 2014 - Present
Chesapeake Benefit Partners September 2013 - Present
Metlife Stadium May 2010 - Present
Global Systems Solutions 2010 - May 2012
Department of Commerce April 2009 - May 2010
Citistreet 2001 - 2008
Citistreet Retirement Services Division 2001 - 2008
Buck Consultants 1997 - September 2001
AXA Equitable 1996 - 1997
Equitable 1991 - 1997
Skills
Mentoring, Team Management, Business Acumen, SDLC, Contract Negotiation, Business Analysis, Project Management, Team Leadership, Management, Leadership, Strategic Planning, Sales, Program Management, Strategy, Vendor Management, Customer Service, Risk Management, Change Management, Requirements Analysis, Process Improvement, CRM, Analysis, IT Strategy, Business Process, Business Process..., Project Planning, Outsourcing, Integration, Consulting, Software Documentation, Business Intelligence, Financial Services
Education
Pratt Institute 1900 — 1900
BS MS, Mathematics
William Cullen Bryant High School 1900 — 1900
1st Mariner Bank April 2013 - June 2015
Chesapeake Benefit Partners October 2010 - December 2012
ACS/Xerox (was Buck Consultants and Mellon HR) July 1998 - July 2010
Emco Sales & Service September 1995 - June 1998
Jamesway Corporation March 1986 - April 1995
Retail Data Processing May 1978 - March 1986
Skills
TSO, COBOL, Systems Analysis, Requirements Analysis, Fileaid, SDLC, SQL, ISPF, CMM, OmniPlus, SPUFI, Disaster Recovery, Endeavor, Expediter, InformEnt, Foxtrot Automator, BRIO Query Generator, Xpediter, Requirements Gathering, Process Improvement, QA Testing
Education
Bergen Community college– PARAMUS
AAS Degree, Business Computer Programming
Bergen Community College
Associate of Applied Science, Business Computer Programming
Lawing Financial, Inc. February 2010 - Present
JP Morgan Retirement Plan Services November 2009 - February 2010
Chesapeake Benefit Partners September 2007 - September 2008
JP Morgan Retirement Plan Services (formerly American Century) January 2001 - September 2007
American Century Retirement Plan Services January 2000 - January 2001
American Century Retirement Plan Services January 1999 - January 2000
American Century Retirement Plan Services January 1998 - January 1999
American Century Retirement Plan Services January 1997 - January 1998
American Century January 1993 - January 1997
Education
FINRA Series 7 and 66 registrations 2010 — 2010
Emporia State University 1989 — 1991
Bachelor of Science, Business Management
University of Kansas 1986 — 1989
The Commonwealth Medical College July 2012 - Present
Chesapeake Benefit Partners June 2011 - July 2012
Scranton-Temple Residency Program February 2010 - June 2011
Lackawanna County Workforce Investment Board April 2009 - July 2010
Rav-Tec Consulting, Inc. June 2006 - March 2009
Site2, LLC 2009 - 2009
Prudential Financial August 1991 - March 2006
Parente Randolph December 1989 - June 1991
Ernst & Whinney March 1987 - March 1989
Mercy Health Partners 1983 - 1987
Skills
Quantitative and..., SunGard OMNI Business..., Retirement Services, Business Analysis, Process Improvement, Customer Relations, Excel, Risk Management, Problem Solving, Accounting, Analysis, Word, Financial Analysis, Customer Service, Retirement, Microsoft Excel, Lean & 6 Sigma Green..., Training, Budgets, Project Management, Management, Strategy, Financial Reporting, Employee Benefits, Microsoft Word, Auditing, Account Reconciliation, Research, Data Analysis
Education
Marywood University 1993 — 1997
MBA, Finance & Investment
University of Scranton 1983 — 1987
BS, Accounting
Chesapeake Benefit Partners July 2013 - Present
Aon Hewitt June 2010 - July 2013
Global System Solutions/TIAA CREF May 2006 - March 2009
Advo, Inc November 2004 - January 2006
Invesco Inc March 2001 - July 2003
Northern Trust February 2000 - March 2001
Skills
Test Planning, Outsourcing, SDLC, Business Analysis, Service Delivery, System Testing, OmniPlus, Defined Contribution, Systems Analysis, Account Reconciliation, Account Management, OmniTrade, Unit Testing, Acceptance Testing, System Integration..., Health & Welfare..., Health & Welfare..., Analysis, Quality Assurance, Business Requirements, Integration, Testing
Education
Troy University 2012 — 2014
M.S, Human Resource Management-Present
Troy University 2009 — 2012
B.S, Psychology w/Minor in Business Administration
Georgia Perimeter College 2002 — 2004
A.S, Business Administration/Accounting
NRECA August 2007 - Present
NRECA July 2007 - August 2009
Chesapeake Benefit Partners December 2004 - July 2007
Fifth Third Bank September 2000 - June 2002
Greenbaum & Ferentz, LLP June 1999 - August 2000
CNA Trust February 1998 - September 1998
Skills
Project Management, Project Planning, Strategic Planning, Change Management, Nonprofits, Management, Microsoft Office, Social Media, Event Management, Event Planning, Leadership, Team Leadership, Fundraising, VP of Public Relation..., OmniPlus, Retirement
Education
Suffolk University 2003 — 2004
International Relations, International Relations
California State University-Fullerton 1993 — 1997
Political Science, Public Administration
Chesapeake Benefit Partners January 2008 - Present
NRG Energy 2013 - January 2014
Princeton Retirement Group December 2000 - December 2006
Vanguard September 1996 - June 2000
Skills
ERISA, Pensions, Employee Benefits, 401k, Defined Benefit, Benefits Administration, Deferred Compensation, Retirement, Retirement Plan..., Defined Contribution, HRIS, HR Consulting
Education
Temple University
B A, Criminal Justice
ASPPA
Attained QKA designation
Institute for Employee Benefits Training
Paralegal Certificate, Employee Benefits