CUNA Mutual Retirement Solutions
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CUNA Mutual Retirement Solutions Employees
CUNA Mutual Retirement Solutions January 2013 - Present
The Hartford October 2007 - December 2012
Lender Processing Services, Inc. (LPS) June 1999 - September 2007
Fidelity Information Services June 1999 - September 2007
Skills
401k, Mutual Funds, Insurance, Financial Advisory, Business Development, Retirement Planning, Investments, Relationship Management, Retirement, Salesforce.com, Portfolio Management, Fixed Annuities, Wealth Management, New Business Development, Sales Management, Defined Benefit, FINRA Registered
Education
Florida Southern College 1989 — 1993
BS, Marketing
Amerine Utilities Construction, Inc. August 2014 - Present
CUNA Mutual Retirement Solutions December 2001 - July 2014
Skills
Business Development, Employee Benefits, Retirement Plan..., Mutual Funds, Defined Benefit, Retirement Planning, 401k, Retirement, Pensions, Qualified Retirement..., Investments, Payroll Services, Customer Service, Outlook, Strategic Planning, Microsoft Excel, Defined Contribution, Profit Sharing
Education
Barton County Community College
Associate of Science (AS)
CUNA Mutual Group August 2014 - Present
CUNA Mutual Retirement Solutions January 2005 - July 2014
CPI Qualified Plan Consultants March 2001 - January 2011
CPI Qualified Plan Consultants March 2001 - May 2009
CPI Qualified Plan Consultants March 2005 - May 2008
Claflin School District #354 August 2004 - December 2005
Central Kansas Library System January 1999 - January 2001
Skills
401k, Retirement, Qualified Retirement..., Financial Services, Mutual Funds, Investments, Retirement Planning, FINRA Registered, Pensions, Microsoft Excel, Retirement Plan..., Profit Sharing, Investment Advisory, Defined Contribution, ERISA, Asset Allocation, Defined Benefit, Fixed Annuities, IRAs, Strategic Planning, Microsoft Word, FINRA, ETFs, Variable Annuities, Securities, 401k Rollovers, Wealth Management
Education
Kansas State University 1999 — 2003
CUNA Mutual Retirement Solutions January 2006 - Present
RSM McGladrey January 2001 - December 2005
Friedman Eisenstein Raemer and Schwartz (FERS) March 1995 - December 2000
Skills
401k, Defined Benefit, Retirement Plan..., ERISA, Retirement, Profit Sharing, Pension Administration
Education
Duke University
Bachelor of Arts (BA)
New Trier West
The University of Texas at Austin - The LBJ School of Public Affairs
Master Degree, Public Policy
DailyAccess Corporation May 2015 - Present
CUNA Mutual Retirement Solutions August 2014 - May 2015
CUNA Mutual Retirement Solutions June 2013 - August 2014
CPI, a division of CUNA Mutual Group June 2012 - June 2013
CPI, a division of CUNA Mutual Group June 2007 - June 2012
Skills
401k, Defined Benefit, Relationship Management, Retirement, Pensions, Defined Contribution, Retirement Planning, ERISA
Education
Kansas State University 2003 — 2007
B.S. International Agriculture Business, Minor Economics, Agribusiness/Agricultural Business Operations
LaCrosse High School
LaCrosse High School
CUNA Mutual Retirement Solutions August 2001 - Present
CUNA Mutual Group August 2001 - Present
Skills
Tax-exempt, QKA, Retirement, Pensions, Defined Contribution, ERISA, Pension Administration, Relationship Management, 401k, Superior Client Service, 403 b, 457 Plans, Risk Management, Portfolio Management, NTSA, Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Word
Education
Barton County Community College 1998 — 2001
Associate of Arts and Sciences (AAS), Accounting
Larned High School, Larned, Ks 1973 — 1977
Doonan Specialized Trailer December 2014 - Present
4Kaztwylde Web Designs November 1999 - Present
CUNA Mutual Retirement Solutions April 2014 - December 2014
CPI Qualified Plan Consultants April 2010 - December 2014
CPI Common Remitter Services, a Division of CPI Qualified Plan Consultants July 2007 - April 2010
Skills
Retirement Planning, Networking, Microsoft SQL Server, Windows, Pensions, Mutual Funds, Defined Benefit, Retirement, 401k, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Leadership, Investments, Employee Benefits, Computer Hardware, 403 b
Education
Fort Hays State University 2004 — 2010
Bachelor of Science, Information Networking and Telecommunications With Emphasis in Web Development
Barton Community College, Kansas, United States 1978 — 2001
Associate's degree, Computer Information Technology
CUNA Mutual Retirement Solutions September 2014 - Present
Skills
Deltek, SharePoint, Renewable Energy, Microsoft Excel, Microsoft Word, Leadership, Project Coordination, Administrative..., Contract Management, Procurement, Engineering, PowerPoint, Business Development, Proposal Writing, Cognos, Viewpoint, Vision, Process Scheduler, Project Planning, Microsoft CRM, Prezi
Education
University of Wisconsin-Whitewater
Accounting and Finance
Madison Area Technical College 2013 — 2015
Accounting, Deans List - Perfect Honors
Rio Salado College 2008 — 2008
Property & Casualty
CUNA Mutual Retirement Solutions November 2013 - Present
CPI Qualified Plan Consultants May 2005 - November 2013
St. Francis Community Services 2011 - 2012
Skills
FINRA Registered, 401k, Defined Contribution, Microsoft Excel
Education
Great Bend High School
Kansas State University
Bachelor of Science (BS), Apparel and Textile Marketing Management
CUNA Mutual Retirement Solutions January 2014 - Present
Priority Pension Services, Inc. August 2013 - September 2013
Self-Employed September 2011 - July 2013
Transamerica Retirement Services August 2005 - July 2009
Transamerica Retirement Solutions/AEGON April 2005 - August 2005
Transamerica Retirement Solutions/AEGON May 2004 - April 2005
AEGON Life Investers August 2002 - May 2004
Toyota Financial Services August 2001 - July 2002
Skills
Customer Service, Problem Solving, Microsoft Office, Insurance, Life Insurance, Microsoft Excel, Retirement, Customer Relations, Excel, Iowa Life License, Iowa Accident & Health..., client management, Contract Negotiation, business conservation, general accounting..., Project Management, Quality Assurance, Hair Stylist, Color Analysis Expert, Style Analysis, Personal Shopping, Style Consulting, Makeovers, Closet Edits, CRM, 401k, Series 6, Series 63, Sales, Mutual Funds, Marketing, Retirement Planning, Call Centers, Series 7, Fixed Annuities, Software Documentation, Time Management, Qualified Retirement..., Management, Retirement Plan..., Profit Sharing, Investments, Employee Benefits, Training, Disability Insurance, Defined Contribution, Pensions, ERISA, Financial Services, Relationship Management
Education
Capri College 2009 — 2011
diploma, Cosmetology
Kirkwood Community College 2001 — 2001
Certificate of Completion, Customer Service Professional Certificate, 4.0
Kirkwood Community College 1998 — 2000
Liberal Arts
West Delaware
CUNA Mutual Retirement Solutions November 2014 - Present
United Retirement Plan Consultants January 2013 - October 2014
Fortune 100 Companies January 2002 - January 2013
United States Marine Corps 1993 - 1997
Skills
Mutual Funds, 401k, Retirement Planning, Retirement, Banking, Insurance, Fixed Annuities, Investments, Sales Management, Financial Analysis, Sales Presentations, Employee Benefits, Relationship Management, Series 7, Variable Annuities, Pensions, Training, Financial Advisory, Financial Services, Capital Markets, Military Training, Leadership Development, IRAs, Coaching, Team Building, New Business Development, Series 6, Securities, Series 63, Leadership
Education
The Ohio State University 1998 — 2001
Bachelor of Arts (B.A.), Journalism
CUNA Mutual Retirement Solutions June 2015 - Present
Strategies, LLC - Denver November 2011 - February 2015
Strategies, LLC. 2011 - February 2015
AIG SunAmerica January 1999 - September 1999
Ron Byrne & Associates Real Estate September 1993 - April 1997
Liz Claiborne, Inc. January 1992 - September 1993
Skills
Investments, Asset Allocation, Mutual Funds, Management, Retirement Planning, Series 7, Finance, Financial Analysis, Retirement, Sales, Series 63, 401k, Financial Services, Series 6, Defined Benefit, Life Insurance
Education
University of Colorado at Denver 1991 — 1992
The University of New Mexico 1987 — 1991
Communications and Psychology
CUNA Mutual Group September 2014 - Present
CUNA Mutual Retirement Solutions July 2013 - September 2014
CUNA Mutual Group December 2012 - July 2013
Beacon Hill Staffing Group November 2011 - December 2012
Creative Financial Staffing (CFS) August 2011 - November 2011
Genus August 2008 - June 2011
Springs Window Fashions October 2006 - August 2008
Springs Window Fashions 2000 - 2006
NCS Pearson 1999 - 2000
Skills
Microsoft Office, Process Improvement, Software Documentation, MS Project, Employee Training, Leadership, Access, Project Management, General Ledger, Microsoft Excel, Workday, Oracle Accounts..., Microsoft Office..., Cforia MC2, Training & Development
Education
Upper Iowa University-Madison Campus 2002 — 2006
Bachelor's, Business Management with HR Emphasis
Concordia University-St. Paul 1999 — 2001
Organizational Development
CUNA Mutual Retirement Solutions November 2014 - Present
DailyAccess Corporation May 1998 - November 2014
Education
College of Charleston 1989 — 1993
BS, Marine Biology
CUNA Mutual Retirement Solutions November 2013 - Present
MassMutual Financial Group January 2013 - October 2013
The Hartford March 2008 - December 2012
Principal Financial Group August 2004 - March 2008
Fidelity Investments December 1995 - August 2004
Putnam Investments November 1992 - December 1995
Skills
Retirement Plan..., Profit Sharing, Defined Contribution, ERISA, FINRA
Education
Bryant University 2003 — 2005
MBA
University of Massachusetts Boston 1989 — 1990
BA, Economics
University of Massachusetts, Amherst 1984 — 1988
BA, Economics
Acton Boxboro Regional High School 1980 — 1984
High School Diploma
CUNA Mutual Retirement Solutions January 2014 - Present
Club 1 Fitness July 2006 - December 2013
CPI Qualified Plan Consultants May 2001 - December 2013
CPI Qualified Plan Consultants August 1997 - May 2001
CPI Qualified Plan Consultants October 1993 - August 1997
CPI Qualified Plan Consultants June 1988 - October 1993
Skills
Graphic Design, Advertising, Adobe Creative Suite, Photoshop, Illustrator, PowerPoint, Microsoft Word, Microsoft Office, Brochures, Adobe Acrobat, Web Design, Microsoft Excel, Customer Service, Outlook, InDesign, Layout, Word, Excel, Retirement
Education
Barton County Community College 1986 — 1998
Associates of Applied Science
CUNA Mutual Retirement Solutions August 2012 - Present
Touchstone Retirement Group, LLC September 2011 - August 2012
P&A Retirement Plan Services April 2003 - September 2011
Emplanet May 2002 - November 2002
State Street Research November 2000 - May 2002
Putnam Investments 1998 - 2001
Putnam Investments August 1998 - November 2000
Education
State University of New York College at Plattsburgh 1994 — 1998
Bachelor of Arts, Finance
CUNA Mutual Retirement Solutions November 2014 - Present
Skills
Securities, Series 7, 401k, Investments, Finance, FINRA, IRAs, Mutual Funds, Series 24, Financial Advisory, Series 6, Trading, Customer Service, Project Management, Microsoft Office, Options, Employee Training, Variable Annuities, Uniform Combined State..., Sales Supervision, Compliance, Series 66, Series 53, Series 4, 457 Plans, Fixed Annuities, Indexed Annuities, Equity Trading, Bond Trading, Sales Support, Training & Development, 403 b, Asset Management, Portfolio Management, Financial Analysis, Advertising Review, Branch Inspection, Auditing
Education
Northern Kentucky University 2008 — 2011
MBA, Finance
Thomas More College 2000 — 2004
BABA, Finance
CUNA Mutual Retirement Solutions December 2004 - Present
Southard Corporation 1998 - 2004
Skills
401k, Retirement, Legal Documents, Document Review, 403 b, 457 Plans, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Customer Service, Employee Benefits, Defined Benefit, Access, Windows, Troubleshooting, Research, Defined Contribution
Education
Barton County Community College 1992 — 1995
Associate of Science (AS), Medical Laboratory Technician
Fort Hays State University
Russell High School
CUNA Mutual Retirement Solutions October 2013 - Present
CPI Qualified Plan Consultants April 2010 - October 2013
Brantley Chiropractic, LLC February 2007 - February 2010
Skills
401k, Mutual Funds, Outlook, Microsoft Word, Retirement Plan..., Public Speaking, Strategic Financial..., Employee Benefits, Microsoft Office, Defined Benefit, PowerPoint, Budgets, Accounting, Business Development, Asset Allocation, Defined Contribution, ERISA, Profit Sharing, Retirement, Qualified Retirement..., Pensions, Retirement Planning, FINRA Registered
Education
Fort Hays State University 2009 — 2011
Associates, Business with focus on Marketing
Transamerica Retirement Solutions July 2014 - Present
CUNA Mutual Retirement Solutions January 2013 - June 2014
OneAmerica October 2010 - January 2013
Retirement Plan Advisory Group May 2009 - November 2010
401(k) Advisors July 2009 - October 2010
Skills
Retirement Planning, 401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Financial Services, Defined Contribution, Asset Allocation
Education
Purdue University 2005 — 2009
Bachelor of Science, Financial Counseling & Planning
CUNA Mutual Retirement Solutions May 2015 - Present
The Retirement Advantage, Inc. June 2008 - April 2015
OptumHealth January 2007 - April 2008
Ameriprise Financial October 2000 - January 2007
American Express Financial Advisors May 1998 - October 2000
Principal Financial Group 1995 - 1998
Skills
401k, Pensions, Profit Sharing, Retirement Plan..., Defined Contribution, Business Analysis, Retirement, New Business Development, Defined Benefit, ERISA, Project Management, Team Building, Process Improvement, Business Planning, Risk Management, Qualified Retirement..., Analysis, Negotiation, Coaching, Financial Analysis, Strategy, Customer Service, Product Management
Education
University of St. Thomas - Opus College of Business 2000 — 2004
MBA, Management
Forest City High School
Minnesota State University, Mankato
BS, Finance, Real Estate, Insurance, Accounting
CUNA Mutual Retirement Solutions February 2015 - Present
ADP 2011 - February 2015
ADP 2008 - 2010
ADP 2006 - 2008
ADP September 2001 - 2007
Skills
401k, Employee Benefits, ADP Payroll, Sales Operations, Sales Presentations, Human Resources, Sales, Benefits Administration, Payroll, Retirement, Small Business, Salesforce.com, Cold Calling, Selling, Marketing, Sales Process, Recruiting, Payroll Taxes, HRIS, Direct Sales, Account Management, Workers Compensation, Labor Management, Workforce Management, National Accounts, FINRA, Customer Retention, HRO, PeopleSoft, Talent Acquisition, Talent Management, B2B, Applicant Tracking..., Solution Selling, Retail, PEO, Defined Benefit, Onboarding, Complex Sales, Succession Planning, Time & Attendance, College Recruiting, Mutual Funds, Deferred Compensation, Personnel Management, Performance Management, ERISA, Retirement Planning, ADP, Retirement Services
Education
Baylor University 1997 — 2001
BBA, International Business Management
Baylor University 1997 — 2001
Marketing and International Business
CUNA Mutual Retirement Solutions June 2006 - Present
CPI Qualified Plan Consultants June 2006 - April 2014
Skills
Mutual Funds, Microsoft Excel, Investments, Microsoft Office
Education
Barton County Community College
CUNA Mutual Retirement Solutions April 2008 - Present
Education
Kansas State University 1980 — 1981
Associate's degree, Civil Engineering Technology/Technician
Emporia State University 1978 — 1979
Fine/Studio Arts, General
CUNA Mutual Retirement Solutions January 2007 - Present
Skills
Customer Service, Management, Leadership, Risk Management, Process Improvement, Strategic Planning, Project Management, Business Analysis, Banking, Financial Analysis, Team Building, Marketing, Change Management
Education
Fort Hays State University 2006 — 2008
Cuna Mutual Retirement Solutions April 2010 - Present
Mary Kay July 2013 - Present
Skills
Research, Pensions, Microsoft Excel, Customer Service, Employee Benefits, 401k, Strategic Planning, Investments, Microsoft Office, Microsoft Word, Mutual Funds, PowerPoint, Leadership, Team Building, Outlook, Retirement Planning
Education
Fort Hays State University
Bachelor's degree
Brungardt Hower Ward Elliott & Pfeifer June 2014 - Present
CUNA Mutual Retirement Solutions November 2011 - May 2014
rue21 June 2009 - June 2011
Sternberg Museum January 2009 - August 2009
Skills
Windows, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, 401k, Budgets, Access, Outlook
Education
Fort Hays State University 2007 — 2011
Associate's degree, Elementary Education and Teaching
CUNA Mutual Retirement Solutions December 2012 - Present
Allstate Insurance June 2007 - December 2012
Allstate Insurance March 2002 - June 2007
Allstate Insurance June 1996 - March 2002
Skills
Property, Claim, Liability, Claims Management, Customer Service, Team Leadership, Change Management, Performance Management, Leadership, Microsoft Office, Leadership Development, Microsoft Excel, PowerPoint, Call Center, Microsoft Word, Team Building, Operations Management, Training, Process Improvement, Management, Time Management, Budgets, Employee Relations, Insurance, Business Analysis, Recruiting, Property & Casualty..., Business Process..., Call Centers, Customer Experience, Coaching, Casualty, Customer Satisfaction, Claim Investigation, Data Analysis, General Insurance, Strategic Planning, Analysis, Underwriting, Negotiation
Education
Cardinal Stritch University 2008 — 2011
MBA, Business Administration
Indiana University Bloomington 1990 — 1994
BA, Economics, Criminal Justice
QS Nurses Kansas, LLC April 2015 - Present
CUNA Mutual Retirement Solutions November 2009 - April 2015
CPI Qualified Plan Consultants July 2006 - November 2009
Skills
Defined Benefit, Outlook, Retirement Planning, Retirement, Investments, Employee Benefits, Project Planning, Marketing, Defined Contribution, Mutual Funds, Pensions, 401k, Human Resources, Microsoft Excel, Strategic Planning, Customer Service, Qualified Retirement...
Education
Fort Hays State University 2002 — 2006
CUNA Mutual Retirement Solutions September 2013 - Present
The Glading Group August 2012 - July 2013
Transamerica Retirement Management March 2010 - February 2012
Financial Engines May 2009 - April 2010
Ameriprise Financial May 2004 - February 2009
Wachovia Bank, N.A. 2001 - 2003
Charles Schwab September 1999 - September 2001
Evare June 1997 - September 1999
Bank One 1995 - 1997
Fidelity Investments 1990 - 1995
Skills
Investments, Strategic Planning, Business Development, Financial Services, Retirement, Marketing Strategy, Marketing, Mutual Funds, Retirement Planning, Sales Management, Program Management, Strategic Financial..., Selling, Insurance, Management, Investment Management, Leadership, Employee Benefits, Pensions, Sales, Asset Allocation, FINRA Registered
Education
Bowdoin College 1986 — 1990
Asian Studies/American History, Chinese, American History, Asian History
CUNA Mutual Retirement Solutions October 2013 - Present
Genworth Wealth Management September 2009 - September 2013
Genworth Financial Investment Services 2007 - 2009
Skills
Mutual Funds, Asset Allocation, Financial Modeling, Financial Services, Investments, Risk Management, Business Analysis, Business Process..., Investment Strategies, FINRA Licensed
Education
DePaul University
Bachelor of Business Administration (B.B.A.), Marketing
Cuna Mutual Retirement Solutions May 2013 - Present
Young Williams PC February 2012 - May 2013
Santa Fe Trail Center Museum and Library August 2010 - February 2012
State of Missouri June 2010 - August 2010
University of Kansas Spencer Research Library October 2009 - June 2010
University of Kansas Natural History Museum October 2008 - May 2010
Kansas Historical Society June 2009 - February 2010
University Kansas Museum Studies Department June 2009 - August 2009
History Museum of Western Virginia November 2006 - July 2008
J&J Energy, Inc July 2006 - July 2008
Skills
Museums, Research, Museum Collections, Cataloging, Archives, Historical Research, Exhibit Design, History
Education
The University of Kansas 2008 — 2010
M.A, History
Longwood University 2002 — 2006
B. A. 2002, 2006; Anthropology
Ubiquity Retirement + Savings February 2015 - Present
CUNA Mutual Retirement Solutions November 2014 - January 2015
Randstad Sourcing April 2014 - September 2014
Ascensus August 2012 - September 2013
ING July 2008 - December 2012
ING (formerly Citigroup / State Street's retirement business) 1998 - July 2008
Citistreet (formally The Copeland Companies) 1998 - July 2008
Copeland Companies 1998 - 2000
DTCC (formally NSCC) 1997 - 1998
Skills
Risk Management, Financial Services, Financial Analysis, Asset Managment, Mutual Funds, Retirement, Business Analysis, Process Improvement, Securities, Microsoft Office, Employee Benefits, 401k, Asset Management, Insurance, Strategic Financial..., Budgets
Education
Pace University - Lubin School of Business 1990 — 1993
Associates, Accounting
Vantage Benefits Administrators October 2014 - Present
Cuna Mutual Retirement Solutions 1989 - 2014
Skills
401k, Retirement, I hold various FINRA..., Retirement Planning, Series 63, Defined Benefit, Cash Balance, Cafeteria Plans, Fiduciary 3-16 Services, Benefit Adm Technology, Series 7, Financial Services, ERISA, Asset Allocation, Wealth Management, Qualified Retirement..., Retirement Plan..., Financial Advisory, Series 6, Strategic Financial..., Investment Advisory
Education
Central Michigan University
BS in Business Administration, Marketing
Thrivent Financial April 2014 - Present
Behind Blue Eyes Photography June 2007 - March 2015
CUNA Mutual Retirement Solutions June 2012 - March 2014
CPI Qualified Plan Consultants May 2002 - May 2012
Skills
Asset Allocation, Retirement strategies, Retirement accumulation..., Retirement distribution..., Investment Strategies, Risk Management, Education funding, Legacy strategies, Estate strategies, Charitable strategies
Education
Barton County Community College 2011 — 2012
Administration / Photography
Kansas State University 1995 — 1997
Management
Cuna Mutual Retirement Solutions March 2000 - Present
Skills
Web Design, Microsoft Office, Public Speaking, Retirement, Public Relations, Strategic Planning, HTML, Social Media Marketing, Entrepreneurship, Series 63, Fundraising, Windows, Marketing, Web Development, Troubleshooting, Photoshop, Online Marketing, Access, Nonprofits, Microsoft Word, Social Media, Revenue Cycle, Social Networking, Investments, Pensions, Budgets, Leadership, Mutual Funds, Asset Allocation, Microsoft Excel, Defined Benefit, Adobe Creative Suite, Advertising, Event Planning, PowerPoint, Accounting, Microsoft SQL Server, Wealth Management, Marketing Strategy, Customer Service, Healthcare, Online Advertising, Sales, Business Development, Employee Benefits, Retirement Planning, 401k, Networking, Marketing Communications
Education
Barton County Community College
Associate's degree, Business Computer Management
Great Bend High School
CUNA Mutual Retirement Solutions March 2000 - Present
Skills
Customer Service, Leadership, Mutual Funds
Education
Barton County Community College