DailyAccess Corporation
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DailyAccess Corporation Employees
Employee
Years
Job
Industry
Adolph Payne Adolph Payne's DailyAccess Corporation Experience June 2008 - March 2014
Job Financial Advisor at C2 Wealth Strategies
Industry Financial Services
Experience
C2 Wealth Strategies November 2014 - Present
Principal Financial Group June 2014 - October 2014
DailyAccess Corporation June 2008 - March 2014
DailyAccess Corporation February 2007 - June 2008
Skills
Employee Benefits, Qualified Retirement..., 401k, Retirement, Investments, Mutual Funds, Retirement Planning, Insurance, Relationship Management, Financial Advisory, Defined Contribution, Profit Sharing, IRAs, Securities
Education
University of Mobile 1996 — 2001
Bachelor of Science (BS), Finance and Financial Management Services
C2 Wealth Strategies November 2014 - Present
Principal Financial Group June 2014 - October 2014
DailyAccess Corporation June 2008 - March 2014
DailyAccess Corporation February 2007 - June 2008
Skills
Employee Benefits, Qualified Retirement..., 401k, Retirement, Investments, Mutual Funds, Retirement Planning, Insurance, Relationship Management, Financial Advisory, Defined Contribution, Profit Sharing, IRAs, Securities
Education
University of Mobile 1996 — 2001
Bachelor of Science (BS), Finance and Financial Management Services
Bryan Adams CPC, QPA, QKA Bryan Adams CPC, QPA, QKA's DailyAccess Corporation Experience October 2011 - September 2012
Job Consultant, Relationship Management at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2012 - Present
DailyAccess Corporation October 2011 - September 2012
DailyAccess Corporation January 2008 - October 2011
Skills
Retirement Plan..., Qualified Retirement..., ERISA, Compliance, Plan Design, Profit Sharing, Defined Contribution, 401k, Pension Administration, Retirement, Relationship Management, Fiduciary Services, Variable Annuities, Microsoft Excel, Financial Services, Mutual Funds, Pensions, Retirement Planning
Education
University of Southern Mississippi 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Lincoln Financial Group September 2012 - Present
DailyAccess Corporation October 2011 - September 2012
DailyAccess Corporation January 2008 - October 2011
Skills
Retirement Plan..., Qualified Retirement..., ERISA, Compliance, Plan Design, Profit Sharing, Defined Contribution, 401k, Pension Administration, Retirement, Relationship Management, Fiduciary Services, Variable Annuities, Microsoft Excel, Financial Services, Mutual Funds, Pensions, Retirement Planning
Education
University of Southern Mississippi 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jenny Pelham Jenny Pelham's DailyAccess Corporation Experience February 2010 - July 2011
Job Graphic Designer at Gwin's Commercial Printing
Industry Marketing and Advertising
Experience
Gwin's Commercial Printing February 2013 - Present
jenny pelham CREATIVE August 1999 - Present
Ala-Com August 2011 - February 2013
DailyAccess Corporation February 2010 - July 2011
Xante Corporation November 2005 - May 2008
Dolce Advertising July 2005 - August 2005
Peter Mayer November 2003 - June 2005
McCann-Erickson/MRM GOULD June 2000 - September 2001
Skills
Graphic Design, Art Direction, Copywriting, Marketing, Advertising, Branding Consultancy, Illustrator, InDesign, Photoshop, Direct Mail Campaigns, Brochures, Website Development, Logo Design, Mobile Site Developement, Photo Restoration, Email Campaigning, Announcements, Wide Format Printing, Vehicle Wrap Design, Direct Mail, Letterhead, Pre-press, Print Management, Catalogs
Education
Auburn University 1993 — 1999
Bachelor of Fine Arts (B.F.A.), Visual Communication (Graphic Design)
St. Paul's Episcopal School 1979 — 1993
High School Diploma, k-12th grade
Gwin's Commercial Printing February 2013 - Present
jenny pelham CREATIVE August 1999 - Present
Ala-Com August 2011 - February 2013
DailyAccess Corporation February 2010 - July 2011
Xante Corporation November 2005 - May 2008
Dolce Advertising July 2005 - August 2005
Peter Mayer November 2003 - June 2005
McCann-Erickson/MRM GOULD June 2000 - September 2001
Skills
Graphic Design, Art Direction, Copywriting, Marketing, Advertising, Branding Consultancy, Illustrator, InDesign, Photoshop, Direct Mail Campaigns, Brochures, Website Development, Logo Design, Mobile Site Developement, Photo Restoration, Email Campaigning, Announcements, Wide Format Printing, Vehicle Wrap Design, Direct Mail, Letterhead, Pre-press, Print Management, Catalogs
Education
Auburn University 1993 — 1999
Bachelor of Fine Arts (B.F.A.), Visual Communication (Graphic Design)
St. Paul's Episcopal School 1979 — 1993
High School Diploma, k-12th grade
Dyan Suppes, CPC, QPA, QKA, TGPC Dyan Suppes, CPC, QPA, QKA, TGPC's DailyAccess Corporation Experience May 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
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
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
Tracy Nguyen, CPA Tracy Nguyen, CPA's DailyAccess Corporation Experience June 2009 - December 2011
Job Accountant at Southern Earth Sciences, Inc.
Industry Accounting
Experience
Southern Earth Sciences, Inc. April 2012 - December 2013
DailyAccess Corporation June 2009 - December 2011
Accounting Tax & Travel Services January 2007 - December 2007
Skills
Bilingual-Vietnamese, Microsoft Office, IRS/DOL regulations, Accounting, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Financial Reporting, Forecasting, Budgets, Accounts Receivable, Accounts Payable, Process Improvement, Strategic Financial..., Customer Service
Education
University of South Alabama 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Southern Earth Sciences, Inc. April 2012 - December 2013
DailyAccess Corporation June 2009 - December 2011
Accounting Tax & Travel Services January 2007 - December 2007
Skills
Bilingual-Vietnamese, Microsoft Office, IRS/DOL regulations, Accounting, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Financial Reporting, Forecasting, Budgets, Accounts Receivable, Accounts Payable, Process Improvement, Strategic Financial..., Customer Service
Education
University of South Alabama 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
James Roffino James Roffino's DailyAccess Corporation Experience January 2009 - September 2010
Job Programmer at Interstate Threaded Products
Industry Information Technology and Services
Experience
Interstate Threaded Products May 2015 - Present
DailyAccess Corporation January 2009 - September 2010
Skills
Programming, XML, SQL, Game Development, PHP, C++, Java, HTML, Networking, Project Management, Game Design, Eclipse, JavaScript, Python, MySQL, Microsoft Office, JSP, Linux, Unreal Engine 4
Education
The University of Texas at Dallas 2011 — 2013
Masters, Arts and Technology
Texas Woman's University 2005 — 2007
BS/CS, Computer Science
Interstate Threaded Products May 2015 - Present
DailyAccess Corporation January 2009 - September 2010
Skills
Programming, XML, SQL, Game Development, PHP, C++, Java, HTML, Networking, Project Management, Game Design, Eclipse, JavaScript, Python, MySQL, Microsoft Office, JSP, Linux, Unreal Engine 4
Education
The University of Texas at Dallas 2011 — 2013
Masters, Arts and Technology
Texas Woman's University 2005 — 2007
BS/CS, Computer Science
Scott Tuxbury Scott Tuxbury's DailyAccess Corporation Experience July 2002 - May 2006
Job Retirement & Investment Consultant
Industry Financial Services
Experience
MFA Asset Management, LLC June 2014 - August 2015
MFA Asset Management, LLC July 2010 - August 2015
The Boston Foundation October 2012 - 2014
The Lyons Company February 2009 - July 2010
Franklin Templeton Investments June 2006 - February 2009
DailyAccess Corporation July 2002 - May 2006
Fidelity Investments February 1998 - June 2002
Colonial Mutual Funds November 1995 - January 1998
Skills
Retirement Planning, Retirement, Pensions, 401k, Mutual Funds, ERISA, Management, Leadership, Program Management, Employee Benefits, Wealth, Investments, Wealth Management, Estate Planning, Wealth Management..., Risk Management
Education
University of Rhode Island 1990 — 1995
BS, Consumer Affairs
Università degli Studi di Firenze 1993 — 1993
Concentration in Italian and Art History, Art History, Italian Language
MFA Asset Management, LLC June 2014 - August 2015
MFA Asset Management, LLC July 2010 - August 2015
The Boston Foundation October 2012 - 2014
The Lyons Company February 2009 - July 2010
Franklin Templeton Investments June 2006 - February 2009
DailyAccess Corporation July 2002 - May 2006
Fidelity Investments February 1998 - June 2002
Colonial Mutual Funds November 1995 - January 1998
Skills
Retirement Planning, Retirement, Pensions, 401k, Mutual Funds, ERISA, Management, Leadership, Program Management, Employee Benefits, Wealth, Investments, Wealth Management, Estate Planning, Wealth Management..., Risk Management
Education
University of Rhode Island 1990 — 1995
BS, Consumer Affairs
Università degli Studi di Firenze 1993 — 1993
Concentration in Italian and Art History, Art History, Italian Language
Gray Acker's DailyAccess Corporation Experience October 2012 - March 2014
Job Business Development Specialist at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation, a Verisight Company March 2014 - Present
DailyAccess Corporation October 2012 - March 2014
Regions Bank July 2011 - October 2012
Regions Financial Corporation March 2008 - July 2011
Norton Lilly International October 2007 - February 2008
Skills
Small Business Lending, Consumer Lending, Branch Management, Loans, Retail Banking, Credit, Banking, Cross Selling, Credit Analysis, Deposits, Microsoft Publisher, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, QuickBooks, Adobe, Typing, Digital Photography, Lines Of Credit, Customer Service, Marketing, Portfolio Management, Business Development, Fundraising, Sales, Retirement, Cash Balance, Health Insurance, 401k, Series 63, Investments, Investment Advisory, Relationship Management, Financial Services, Series 6, Wealth Management, Retirement Planning, IRAs, Financial Advisory, Benefits Administration, Pensions, Defined Contribution, Defined Benefit, Retirement Plan..., ERISA, Employee Benefits, Asset Allocation, Series 65, Fixed Annuities
Education
University of Alabama 2004 — 2007
Finance, Banking and Financial Support Services
North Carolina State University 2003 — 2004
Banking, Corporate, Finance, and Securities Law
DailyAccess Corporation, a Verisight Company March 2014 - Present
DailyAccess Corporation October 2012 - March 2014
Regions Bank July 2011 - October 2012
Regions Financial Corporation March 2008 - July 2011
Norton Lilly International October 2007 - February 2008
Skills
Small Business Lending, Consumer Lending, Branch Management, Loans, Retail Banking, Credit, Banking, Cross Selling, Credit Analysis, Deposits, Microsoft Publisher, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, QuickBooks, Adobe, Typing, Digital Photography, Lines Of Credit, Customer Service, Marketing, Portfolio Management, Business Development, Fundraising, Sales, Retirement, Cash Balance, Health Insurance, 401k, Series 63, Investments, Investment Advisory, Relationship Management, Financial Services, Series 6, Wealth Management, Retirement Planning, IRAs, Financial Advisory, Benefits Administration, Pensions, Defined Contribution, Defined Benefit, Retirement Plan..., ERISA, Employee Benefits, Asset Allocation, Series 65, Fixed Annuities
Education
University of Alabama 2004 — 2007
Finance, Banking and Financial Support Services
North Carolina State University 2003 — 2004
Banking, Corporate, Finance, and Securities Law
Mallory Radwitch Mallory Radwitch's DailyAccess Corporation Experience August 2011 - June 2013
Job Head Softball Coach at Faulkner State Community College
Industry Financial Services
Experience
Faulkner State Community College June 2013 - Present
DailyAccess Corporation August 2011 - June 2013
Skills
401k, Mutual Funds, Retirement, Defined Contribution, Pensions, Financial Services, Employee Benefits, Relationship Management, Microsoft Office, Retirement Planning, Coaching, Public Speaking, Team Building, Event Planning, Leadership, Microsoft Excel, Strategic Planning, Social Media, Fundraising, PowerPoint, Investments
Education
Belhaven University 2007 — 2011
MPA and B.S. Psychology
James H Faulkner State Community College 2005 — 2007
Associate of Science (A.S.)
Faulkner State Community College June 2013 - Present
DailyAccess Corporation August 2011 - June 2013
Skills
401k, Mutual Funds, Retirement, Defined Contribution, Pensions, Financial Services, Employee Benefits, Relationship Management, Microsoft Office, Retirement Planning, Coaching, Public Speaking, Team Building, Event Planning, Leadership, Microsoft Excel, Strategic Planning, Social Media, Fundraising, PowerPoint, Investments
Education
Belhaven University 2007 — 2011
MPA and B.S. Psychology
James H Faulkner State Community College 2005 — 2007
Associate of Science (A.S.)
Jodi LaRue Jodi LaRue's DailyAccess Corporation Experience February 2007 - Present
Job Graphic & Web Designer
Industry Marketing and Advertising
Experience
Joseph Brown and Associates November 2014 - Present
DailyAccess Corporation February 2007 - Present
Freelance October 2005 - Present
Skills
Graphic Design, Graphics, Advertising, Logo Design, InDesign, Web Design, Pagemaker, Illustrator, Photoshop, Adobe Creative Suite, Layout, Flyers, Posters, Microsoft Office, Typography, Adobe Acrobat, Business Cards, Catalogs, Vector Illustration, Visual Communication, Adobe Design Programs, Dreamweaver, Brochures, Email Marketing, CMS, Direct Mail, Newsletters
Education
Westwood College of Technology 2003 — 2005
Associate of Arts (AA), Graphic Design & Multimedia
University of Central Arkansas 1995 — 1998
Bachelor of Science (BS), Kinesiology and Physical Education
Joseph Brown and Associates November 2014 - Present
DailyAccess Corporation February 2007 - Present
Freelance October 2005 - Present
Skills
Graphic Design, Graphics, Advertising, Logo Design, InDesign, Web Design, Pagemaker, Illustrator, Photoshop, Adobe Creative Suite, Layout, Flyers, Posters, Microsoft Office, Typography, Adobe Acrobat, Business Cards, Catalogs, Vector Illustration, Visual Communication, Adobe Design Programs, Dreamweaver, Brochures, Email Marketing, CMS, Direct Mail, Newsletters
Education
Westwood College of Technology 2003 — 2005
Associate of Arts (AA), Graphic Design & Multimedia
University of Central Arkansas 1995 — 1998
Bachelor of Science (BS), Kinesiology and Physical Education
Dominique King Dominique King's DailyAccess Corporation Experience September 2009 - July 2010
Job Administrative Assistant at DiPiazza, LaRocca, Heeter & Co., LLC
Industry Financial Services
Experience
DiPiazza, LaRocca, Heeter & Co., LLC July 2014 - Present
The King House December 2013 - July 2014
Northwestern Mutual September 2010 - December 2013
Northwestern Mutual July 2012 - July 2013
DailyAccess Corporation September 2009 - July 2010
Axcan Pharma 2007 - 2009
Skills
Customer Service, Insurance, Sales, Account Management, Microsoft Excel, Strategic Planning, Microsoft Office, Marketing, Leadership, Sales Management, New Business Development, Team Building, Employee Benefits, Process Improvement, Public Speaking, Project Management, Event Planning, Budgets, Management, Financial Analysis, Contract Negotiation, Salesforce.com, Recruiting, Team Leadership, Customer Satisfaction, Training, Marketing Strategy
Education
University of South Alabama
BA, Communications, Print Journalism
DiPiazza, LaRocca, Heeter & Co., LLC July 2014 - Present
The King House December 2013 - July 2014
Northwestern Mutual September 2010 - December 2013
Northwestern Mutual July 2012 - July 2013
DailyAccess Corporation September 2009 - July 2010
Axcan Pharma 2007 - 2009
Skills
Customer Service, Insurance, Sales, Account Management, Microsoft Excel, Strategic Planning, Microsoft Office, Marketing, Leadership, Sales Management, New Business Development, Team Building, Employee Benefits, Process Improvement, Public Speaking, Project Management, Event Planning, Budgets, Management, Financial Analysis, Contract Negotiation, Salesforce.com, Recruiting, Team Leadership, Customer Satisfaction, Training, Marketing Strategy
Education
University of South Alabama
BA, Communications, Print Journalism
Dan Friel Dan Friel's DailyAccess Corporation Experience December 2007 - May 2011
Job Director TPA Relationships at Empower Retirement
Industry Financial Services
Experience
Empower Retirement May 2011 - Present
DailyAccess Corporation December 2007 - May 2011
BenefitStreet December 2006 - December 2007
Fidelity Investments December 1996 - December 2006
Skills
401k
Education
Northeastern University 1991 — 1996
Law
Empower Retirement May 2011 - Present
DailyAccess Corporation December 2007 - May 2011
BenefitStreet December 2006 - December 2007
Fidelity Investments December 1996 - December 2006
Skills
401k
Education
Northeastern University 1991 — 1996
Law
Charles Moore, MS, MMI Charles Moore, MS, MMI's DailyAccess Corporation Experience April 2008 - January 2010
Job Senior Account Executive and Solutions Innovator at AccuReg FrontEnd Revenue Cycle Solutions
Industry Hospital & Health Care
Experience
AccuReg Front-End Revenue Cycle Solutions December 2014 - Present
Medical Nutrition Services, LLC January 2013 - Present
The Ashcroft Law Firm, LLC January 2012 - January 2013
Advantage Capital Partners December 2010 - January 2012
Moore Solutions, Inc. January 2010 - December 2010
DailyAccess Corporation April 2008 - January 2010
Synovus February 2001 - April 2008
MacKay Shields LLC May 1999 - June 2000
Dalton, Greiner, Hartman, Maher & Co., LLC April 1997 - May 1999
JPMorgan Chase December 1991 - April 1997
Skills
Healthcare Information..., Management, Investments, Informatics, Financial Advisory, Nutrition, Financial Analysis, Process Improvement, Strategic Planning, Project Management, HIPAA, Leadership, Healthcare Analytics, Innovation, Revenue Cycle Management, Research, Sales, Marketing, Agile Project Management, Lean Software..., Metabolic Syndrome, Cardiometabolic Risk, Clinical Decision..., Data Warehousing, Mentoring, Coaching, Fitness, Behavior Change, Predictive Analytics, Wellness, Lifestyle Coaching, Health Savings Accounts, Accountable Care, NCQA, HEDIS, Diabetes, Chronic Kidney Disease, Business Intelligence, Telemedicine, Computer Network..., User Interface Design, Asset Management, Start-up Ventures, Software Procurement, Medical Records, New Technology..., Business Analysis, Healthcare, HL7, EMR
Education
Northwestern University 2011 — 2012
Masters of Science, Medical Informatics
Creighton University 1985 — 1989
BSBA, Finance
AccuReg Front-End Revenue Cycle Solutions December 2014 - Present
Medical Nutrition Services, LLC January 2013 - Present
The Ashcroft Law Firm, LLC January 2012 - January 2013
Advantage Capital Partners December 2010 - January 2012
Moore Solutions, Inc. January 2010 - December 2010
DailyAccess Corporation April 2008 - January 2010
Synovus February 2001 - April 2008
MacKay Shields LLC May 1999 - June 2000
Dalton, Greiner, Hartman, Maher & Co., LLC April 1997 - May 1999
JPMorgan Chase December 1991 - April 1997
Skills
Healthcare Information..., Management, Investments, Informatics, Financial Advisory, Nutrition, Financial Analysis, Process Improvement, Strategic Planning, Project Management, HIPAA, Leadership, Healthcare Analytics, Innovation, Revenue Cycle Management, Research, Sales, Marketing, Agile Project Management, Lean Software..., Metabolic Syndrome, Cardiometabolic Risk, Clinical Decision..., Data Warehousing, Mentoring, Coaching, Fitness, Behavior Change, Predictive Analytics, Wellness, Lifestyle Coaching, Health Savings Accounts, Accountable Care, NCQA, HEDIS, Diabetes, Chronic Kidney Disease, Business Intelligence, Telemedicine, Computer Network..., User Interface Design, Asset Management, Start-up Ventures, Software Procurement, Medical Records, New Technology..., Business Analysis, Healthcare, HL7, EMR
Education
Northwestern University 2011 — 2012
Masters of Science, Medical Informatics
Creighton University 1985 — 1989
BSBA, Finance
Michael A. Palmer, CPA, CPC Michael A. Palmer, CPA, CPC's DailyAccess Corporation Experience February 1998 - August 2001
Job Experienced Retirement Plan Professional
Industry Financial Services
Experience
Ingham Retirement Group April 2015 - Present
Warren Averett, LLC August 2012 - March 2015
Employee Fiduciary April 2006 - August 2012
Warren, Averett, Kimbrough & Marino, LLC 2002 - 2006
Hancock Bank 2001 - 2002
DailyAccess Corporation February 1998 - August 2001
Skills
401k, ERISA, Retirement Planning, Employee Benefits, Qualified Retirement..., Accounting, IRAs, Retirement, Auditing, Financial Analysis, Financial Reporting, CPA, Tax, Investments, Mergers, Pensions, Process Improvement, Due Diligence, Financial Services, Payroll
Education
University of South Alabama 1998 — 2000
MBA
University of South Alabama 1991 — 1997
BS, Accounting
Ingham Retirement Group April 2015 - Present
Warren Averett, LLC August 2012 - March 2015
Employee Fiduciary April 2006 - August 2012
Warren, Averett, Kimbrough & Marino, LLC 2002 - 2006
Hancock Bank 2001 - 2002
DailyAccess Corporation February 1998 - August 2001
Skills
401k, ERISA, Retirement Planning, Employee Benefits, Qualified Retirement..., Accounting, IRAs, Retirement, Auditing, Financial Analysis, Financial Reporting, CPA, Tax, Investments, Mergers, Pensions, Process Improvement, Due Diligence, Financial Services, Payroll
Education
University of South Alabama 1998 — 2000
MBA
University of South Alabama 1991 — 1997
BS, Accounting
Dodie Ramm's DailyAccess Corporation Experience December 2014 - Present
Job Conversion Specialist at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation December 2014 - Present
DailyAccess Corporation May 2008 - December 2014
Employee Fiduciary April 2007 - May 2008
University of South Alabama October 1999 - April 2007
Skills
Accounting, PowerPoint, Payroll, Event Planning, Training, Microsoft Excel, Microsoft Office, 401k, Account Reconciliation, Employee Benefits, Pensions, Financial Services, Customer Service
Education
University of South Alabama 2001 — 2006
Bachelor's degree, Health and Physical Education/Fitness
DailyAccess Corporation December 2014 - Present
DailyAccess Corporation May 2008 - December 2014
Employee Fiduciary April 2007 - May 2008
University of South Alabama October 1999 - April 2007
Skills
Accounting, PowerPoint, Payroll, Event Planning, Training, Microsoft Excel, Microsoft Office, 401k, Account Reconciliation, Employee Benefits, Pensions, Financial Services, Customer Service
Education
University of South Alabama 2001 — 2006
Bachelor's degree, Health and Physical Education/Fitness
Thomas Erdman Thomas Erdman's DailyAccess Corporation Experience October 2008 - August 2013
Job Consultant 1 at CTS, Inc.
Industry Computer Software
Experience
CTS, Inc. August 2013 - Present
DailyAccess Corporation October 2008 - August 2013
Skills
Eclipse, Microsoft SQL Server, Software Development, PL/SQL, Oracle, JavaScript, Web Applications, Java, VB.NET, XML, PowerBuilder, Web Development, Citrix, Spring, SSIS, SSRS, VRU, JavaBeans, SQL Server Management..., Relius Administration, MySQL, Access, Visual C#, BizTalk, .NET, Oracle SQL Developer, SQL, Performance Tuning
Education
University of South Alabama Mitchell College of Business 2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Alabama 2011 — 2013
Masters in Computer and Information Sciences, Information Systems, 3.75
University of South Alabama 2004 — 2008
Bachelor of Science (B.S.), Computer Science
CTS, Inc. August 2013 - Present
DailyAccess Corporation October 2008 - August 2013
Skills
Eclipse, Microsoft SQL Server, Software Development, PL/SQL, Oracle, JavaScript, Web Applications, Java, VB.NET, XML, PowerBuilder, Web Development, Citrix, Spring, SSIS, SSRS, VRU, JavaBeans, SQL Server Management..., Relius Administration, MySQL, Access, Visual C#, BizTalk, .NET, Oracle SQL Developer, SQL, Performance Tuning
Education
University of South Alabama Mitchell College of Business 2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Alabama 2011 — 2013
Masters in Computer and Information Sciences, Information Systems, 3.75
University of South Alabama 2004 — 2008
Bachelor of Science (B.S.), Computer Science
Debra S. Wright Debra S. Wright's DailyAccess Corporation Experience January 2012 - March 2013
Job Relationship Management
Industry Financial Services
Experience
DailyAccess Corporation January 2012 - March 2013
Advanced Pension Solutions December 2010 - January 2012
Prudential Retirement July 2008 - October 2010
Nationwide Retirement Solutions May 2002 - July 2008
Nationwide Financial March 1997 - May 2002
Nationwide Financial August 1994 - March 1997
Skills
401k, Relationship Management, Cross-functional Team..., Retirement, Retirement Planning, Investments, Employee Benefits, Financial Services, Pensions, Leadership, Management, Business Planning, Business Development, Sales, Mutual Funds, Series 63, Series 7, FINRA, Financial Advisory, Fixed Annuities
Education
Lindenwood University
BS, Elementary Education
DailyAccess Corporation January 2012 - March 2013
Advanced Pension Solutions December 2010 - January 2012
Prudential Retirement July 2008 - October 2010
Nationwide Retirement Solutions May 2002 - July 2008
Nationwide Financial March 1997 - May 2002
Nationwide Financial August 1994 - March 1997
Skills
401k, Relationship Management, Cross-functional Team..., Retirement, Retirement Planning, Investments, Employee Benefits, Financial Services, Pensions, Leadership, Management, Business Planning, Business Development, Sales, Mutual Funds, Series 63, Series 7, FINRA, Financial Advisory, Fixed Annuities
Education
Lindenwood University
BS, Elementary Education
Anthony Parisi Anthony Parisi's DailyAccess Corporation Experience March 2013 - December 2013
Job Regional Vice President 401(k) at AXA
Industry Financial Services
Experience
AXA August 2014 - Present
URC Energy December 2013 - June 2014
DailyAccess Corporation March 2013 - December 2013
Retirement Plans Group at The Hartford June 2011 - March 2013
OppenhenheimerFunds, Inc. May 2010 - June 2011
Nationwide Financial June 2008 - May 2010
Transamerica Retirement Services April 2007 - June 2008
The Hartford September 2002 - April 2007
Skills
401k, Series 7, Series 63, Profit Sharing, Mutual Funds, Retirement Plan..., Pensions, Defined Contribution, Qualified Retirement..., Asset Allocation, Financial Advisory, Financial Services, Retirement, Retirement Planning, Sales, Wealth Management
Education
Kent State University 1990 — 1994
Bachelor of Science (B.S.), Education
AXA August 2014 - Present
URC Energy December 2013 - June 2014
DailyAccess Corporation March 2013 - December 2013
Retirement Plans Group at The Hartford June 2011 - March 2013
OppenhenheimerFunds, Inc. May 2010 - June 2011
Nationwide Financial June 2008 - May 2010
Transamerica Retirement Services April 2007 - June 2008
The Hartford September 2002 - April 2007
Skills
401k, Series 7, Series 63, Profit Sharing, Mutual Funds, Retirement Plan..., Pensions, Defined Contribution, Qualified Retirement..., Asset Allocation, Financial Advisory, Financial Services, Retirement, Retirement Planning, Sales, Wealth Management
Education
Kent State University 1990 — 1994
Bachelor of Science (B.S.), Education
Tricia Nier Tricia Nier's DailyAccess Corporation Experience May 1998 - November 2014
Job Regional Sales Consultant
Industry Financial Services
Experience
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 2014 - Present
DailyAccess Corporation May 1998 - November 2014
Education
College of Charleston 1989 — 1993
BS, Marine Biology
Andrew Brandt, QPA, QKA Andrew Brandt, QPA, QKA's DailyAccess Corporation Experience June 2008 - April 2012
Job Investment Analyst at InterServ, LLC
Industry Financial Services
Experience
InterServ, LLC April 2012 - Present
DailyAccess Corporation June 2008 - April 2012
Skills
Investments, Investment Advisory, Retirement, Financial Services, Financial Analysis, Retirement Planning, Process Improvement, Microsoft Excel, Profit Sharing, Project Management, PowerPoint, QuickBooks, Qualified Retirement...
Education
University of South Alabama 2004 — 2008
Bachelor of Science, Business Administration; Finance
InterServ, LLC April 2012 - Present
DailyAccess Corporation June 2008 - April 2012
Skills
Investments, Investment Advisory, Retirement, Financial Services, Financial Analysis, Retirement Planning, Process Improvement, Microsoft Excel, Profit Sharing, Project Management, PowerPoint, QuickBooks, Qualified Retirement...
Education
University of South Alabama 2004 — 2008
Bachelor of Science, Business Administration; Finance
Derek Stillman's DailyAccess Corporation Experience April 2010 - February 2012
Job Associate Broker/Realtor
Industry Real Estate
Experience
Mannich Real Estate, Inc. February 2012 - Present
DailyAccess Corporation April 2010 - February 2012
Holiday Inn Express January 2010 - April 2010
Lewis Communications 2009 - 2009
Holiday Inn Sunspree Resort, Panama City Beach, FL June 2007 - August 2007
Skills
Social Media Marketing, Client Relationship..., Client Communications, Sales Process, Direct Sales, Real Estate, Real Estate Investment, Customer Service, Sales, Management, New Business Development, First Time Home Buyers, Microsoft Word
Education
University of South Alabama 2005 — 2009
B.S. Business Administration, Marketing Management
Mannich Real Estate, Inc. February 2012 - Present
DailyAccess Corporation April 2010 - February 2012
Holiday Inn Express January 2010 - April 2010
Lewis Communications 2009 - 2009
Holiday Inn Sunspree Resort, Panama City Beach, FL June 2007 - August 2007
Skills
Social Media Marketing, Client Relationship..., Client Communications, Sales Process, Direct Sales, Real Estate, Real Estate Investment, Customer Service, Sales, Management, New Business Development, First Time Home Buyers, Microsoft Word
Education
University of South Alabama 2005 — 2009
B.S. Business Administration, Marketing Management
Jason Turk, QKA Jason Turk, QKA's DailyAccess Corporation Experience July 2013 - Present
Job Director of Client Services at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation July 2013 - Present
DailyAccess Corporation June 2010 - July 2013
BBVA Compass Bank January 2001 - May 2002
American Express Financial Advisors April 2000 - January 2001
Skills
Financial Services, Investments, Retirement Planning, Relationship Management, Mutual Funds, Pensions, Employee Benefits, Series 7, 401k, Retirement, Defined Contribution, Defined Benefit, Strategic Financial..., ERISA
Education
University of Alabama 1995 — 1999
Business Administration and Management, General
DailyAccess Corporation July 2013 - Present
DailyAccess Corporation June 2010 - July 2013
BBVA Compass Bank January 2001 - May 2002
American Express Financial Advisors April 2000 - January 2001
Skills
Financial Services, Investments, Retirement Planning, Relationship Management, Mutual Funds, Pensions, Employee Benefits, Series 7, 401k, Retirement, Defined Contribution, Defined Benefit, Strategic Financial..., ERISA
Education
University of Alabama 1995 — 1999
Business Administration and Management, General
Jason Frey Jason Frey's DailyAccess Corporation Experience January 2012 - August 2014
Job ERISA Paralegal at Hill Ward Henderson
Industry Financial Services
Experience
Hill Ward Henderson August 2014 - Present
DailyAccess Corporation January 2012 - August 2014
DailyAccess Corporation October 2008 - January 2012
Regions Financial Corporation January 2006 - September 2008
Skills
Retirement Plan..., Retirement Plan Design, Plan Design Presentation, Retirement Plan..., ERISA, Nondiscrimination..., Retirement Plan..., Team Leadership, Supervisory Skills, 401k, Pensions, Retirement Planning, Analysis, Retirement, Defined Benefit, Business Planning, Mutual Funds, Financial Services, Profit Sharing
Education
Spring Hill College 1997 — 2001
Bachelor of Science, Business Administration, Finance and Economics
Hill Ward Henderson August 2014 - Present
DailyAccess Corporation January 2012 - August 2014
DailyAccess Corporation October 2008 - January 2012
Regions Financial Corporation January 2006 - September 2008
Skills
Retirement Plan..., Retirement Plan Design, Plan Design Presentation, Retirement Plan..., ERISA, Nondiscrimination..., Retirement Plan..., Team Leadership, Supervisory Skills, 401k, Pensions, Retirement Planning, Analysis, Retirement, Defined Benefit, Business Planning, Mutual Funds, Financial Services, Profit Sharing
Education
Spring Hill College 1997 — 2001
Bachelor of Science, Business Administration, Finance and Economics
Nico Roussos Nico Roussos's DailyAccess Corporation Experience May 1999 - March 2009
Job District Sales Manager at MedPro Associates
Industry Medical Devices
Experience
MedPro Associates April 2009 - Present
DailyAccess Corporation May 1999 - March 2009
Skills
Capital Equipment, Medical Devices, Operating Room, Hospitals, Healthcare, Radiology, Market Development, Surgeons, Surgical Instruments, Healthcare Information..., Medical Imaging, Medical Sales, Product Launch, Cardiology, Orthopedic, Surgery
Education
University of Alabama 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
University of Alabama at Birmingham 1991 — 1992
MedPro Associates April 2009 - Present
DailyAccess Corporation May 1999 - March 2009
Skills
Capital Equipment, Medical Devices, Operating Room, Hospitals, Healthcare, Radiology, Market Development, Surgeons, Surgical Instruments, Healthcare Information..., Medical Imaging, Medical Sales, Product Launch, Cardiology, Orthopedic, Surgery
Education
University of Alabama 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
University of Alabama at Birmingham 1991 — 1992
Ben Macon's DailyAccess Corporation Experience March 2015 - Present
Job Business Development Specialist at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation March 2015 - Present
DailyAccess Corporation February 2014 - March 2015
BBVA Compass September 2012 - August 2013
Skills
Banking, Financial Analysis, Customer Service, Sales, Loans, Credit, Retail Banking, Cross Selling, Salesforce.com, Insurance, Retirement Planning, Series 7, Wealth Management, Risk Management, Mutual Funds, Microsoft Office, Investments, Financial Services
Education
University of South Alabama 2007 — 2012
Bachelor of Science Business Administration, Finance
DailyAccess Corporation March 2015 - Present
DailyAccess Corporation February 2014 - March 2015
BBVA Compass September 2012 - August 2013
Skills
Banking, Financial Analysis, Customer Service, Sales, Loans, Credit, Retail Banking, Cross Selling, Salesforce.com, Insurance, Retirement Planning, Series 7, Wealth Management, Risk Management, Mutual Funds, Microsoft Office, Investments, Financial Services
Education
University of South Alabama 2007 — 2012
Bachelor of Science Business Administration, Finance
Haley Dunnam Haley Dunnam's DailyAccess Corporation Experience November 2011 - January 2014
Job District Manager at Palm Beach Tan
Industry Financial Services
Experience
Palm Beach Tan December 2006 - Present
DailyAccess Corporation November 2011 - January 2014
Palm Beach Tan December 2006 - December 2011
Club Libby Lu April 2005 - December 2006
Skills
Customer Service, Sales Management, Retirement Planning, Fundraising, Mutual Funds, Account Management, Financial Advisory, Microsoft Office, Team Building, Microsoft Excel, Marketing, Strategic Planning, Management, Team Leadership, Training, Retirement, 401k
Education
Troy University 2012 — 2014
MBA, Business Administration and Management, General
University of South Alabama 2007 — 2011
Business Administration, Management
Palm Beach Tan December 2006 - Present
DailyAccess Corporation November 2011 - January 2014
Palm Beach Tan December 2006 - December 2011
Club Libby Lu April 2005 - December 2006
Skills
Customer Service, Sales Management, Retirement Planning, Fundraising, Mutual Funds, Account Management, Financial Advisory, Microsoft Office, Team Building, Microsoft Excel, Marketing, Strategic Planning, Management, Team Leadership, Training, Retirement, 401k
Education
Troy University 2012 — 2014
MBA, Business Administration and Management, General
University of South Alabama 2007 — 2011
Business Administration, Management
Robyn Dalton Robyn Dalton's DailyAccess Corporation Experience November 2004 - August 2012
Job Facilities Coordinator at TruBridge
Industry Hospital & Health Care
Experience
DailyAccess Corporation November 2004 - August 2012
Skills
Resolving Issues, Communication, Document Review, Medical Billing, Account Reconciliation, Team Building, Software Documentation, Client Services, Accounts Receivable, Healthcare, Process Improvement, Relationship Management, Insurance, Health Insurance, Teamwork, Claims Resolution, Cross Functional Team...
Education
University of South Alabama 1988 — 1994
Bachelor's degree, Business, Management, Marketing, and Related Support Services
DailyAccess Corporation November 2004 - August 2012
Skills
Resolving Issues, Communication, Document Review, Medical Billing, Account Reconciliation, Team Building, Software Documentation, Client Services, Accounts Receivable, Healthcare, Process Improvement, Relationship Management, Insurance, Health Insurance, Teamwork, Claims Resolution, Cross Functional Team...
Education
University of South Alabama 1988 — 1994
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Linda Schipman Linda Schipman's DailyAccess Corporation Experience 1997 - 2005
Job Director / Theater Teacher at Center Stage Performance
Industry Education Management
Experience
Center Stage Performance January 2015 - Present
Mobile County Public School System September 2014 - Present
CELEBRATION (A Priviate Public Relations and Marketing Consulting Service) March 2005 - Present
The Learning Tree - Mobile Campus September 2006 - September 2014
Mobile County Public School System August 2005 - August 2006
Daily Access Corporation November 1997 - May 2005
DailyAccess Corporation 1997 - 2005
Mobile Convention and Visitors Corporation December 1993 - August 1997
United States Sports Academy September 1993 - January 1994
Habitat for Humanity - Pensacola Florida June 1992 - June 1993
Skills
Event Planning, Research, Media Relations, Editing, Marketing, Public Speaking, Strategic Planning, Customer Service, Marketing Communications, Social Media Marketing, Nonprofits, Public Relations, Training, Microsoft Office
Education
University of South Alabama 2006 — 2011
MA Special Edcation, Education
Brigham Young University 1980 — 1987
BA, Motion Picture Film Production
Box Elder High School
Center Stage Performance January 2015 - Present
Mobile County Public School System September 2014 - Present
CELEBRATION (A Priviate Public Relations and Marketing Consulting Service) March 2005 - Present
The Learning Tree - Mobile Campus September 2006 - September 2014
Mobile County Public School System August 2005 - August 2006
Daily Access Corporation November 1997 - May 2005
DailyAccess Corporation 1997 - 2005
Mobile Convention and Visitors Corporation December 1993 - August 1997
United States Sports Academy September 1993 - January 1994
Habitat for Humanity - Pensacola Florida June 1992 - June 1993
Skills
Event Planning, Research, Media Relations, Editing, Marketing, Public Speaking, Strategic Planning, Customer Service, Marketing Communications, Social Media Marketing, Nonprofits, Public Relations, Training, Microsoft Office
Education
University of South Alabama 2006 — 2011
MA Special Edcation, Education
Brigham Young University 1980 — 1987
BA, Motion Picture Film Production
Box Elder High School
Jared Coker Jared Coker's DailyAccess Corporation Experience May 2013 - July 2014
Job Strategic Marketing Executive
Industry Marketing and Advertising
Experience
Netminister June 2004 - Present
DailyAccess Corporation May 2013 - July 2014
L. Kianoff and Associates, Inc. July 2001 - June 2004
Southeastern Psychiatric Management July 1999 - July 2001
Spectrum Management Resources, Inc July 1998 - December 1998
Quality of Life Health Services, Inc 1995 - 1998
Skills
Marketing, Marketing Strategy, Social Media, Advertising, Nonprofits, Public Speaking, Management, Training, Leadership Development, Leadership, CRM, Social Networking, Sales, Presentation Development, Microsoft Office, Entrepreneurship, Budgets, Fundraising, Theology, Social Media Marketing, Graphic Design, Event Planning, Microsoft SQL Server, New Business Development, Youth Ministry, Teaching, Volunteer Management, Community Outreach, Account Management, Public Relations, Written & Oral..., Coaching, Non-profits, Market Planning, Software Project..., Web Design, Blogging, Strategic Planning, Online Marketing, Marketing Communications, Corporate Communications, Event Management, Project Planning, Team Leadership, Team Building, Facebook, Email Marketing, Copywriting, Program Management, Time Management
Education
Jacksonville State University 1992 — 1994
Bachelor of Science with a Major in Marketing, Business Administration, Accounting, Marketing, Management, 3.75
Gadsden State Community College 1990 — 1992
Associates Degree with Accounting Focus, Accounting and Business/Management, 3.9
Netminister June 2004 - Present
DailyAccess Corporation May 2013 - July 2014
L. Kianoff and Associates, Inc. July 2001 - June 2004
Southeastern Psychiatric Management July 1999 - July 2001
Spectrum Management Resources, Inc July 1998 - December 1998
Quality of Life Health Services, Inc 1995 - 1998
Skills
Marketing, Marketing Strategy, Social Media, Advertising, Nonprofits, Public Speaking, Management, Training, Leadership Development, Leadership, CRM, Social Networking, Sales, Presentation Development, Microsoft Office, Entrepreneurship, Budgets, Fundraising, Theology, Social Media Marketing, Graphic Design, Event Planning, Microsoft SQL Server, New Business Development, Youth Ministry, Teaching, Volunteer Management, Community Outreach, Account Management, Public Relations, Written & Oral..., Coaching, Non-profits, Market Planning, Software Project..., Web Design, Blogging, Strategic Planning, Online Marketing, Marketing Communications, Corporate Communications, Event Management, Project Planning, Team Leadership, Team Building, Facebook, Email Marketing, Copywriting, Program Management, Time Management
Education
Jacksonville State University 1992 — 1994
Bachelor of Science with a Major in Marketing, Business Administration, Accounting, Marketing, Management, 3.75
Gadsden State Community College 1990 — 1992
Associates Degree with Accounting Focus, Accounting and Business/Management, 3.9
Thomas Hogg's DailyAccess Corporation Experience September 2010 - June 2012
Job Revenue Examiner at Alabama Department of Revenue
Industry Accounting
Experience
Alabama Department of Revenue August 2013 - Present
Employee Fiduciary June 2012 - August 2013
DailyAccess Corporation September 2010 - June 2012
Hartmann, Blackmon & Kilgore, P.C. Certified Public Accountants January 2010 - April 2010
Gulf Coast Newspapers, Inc. 1993 - 2008
Alabama Sheriffs’ Boys Ranch 1990 - 1993
Skills
Accounting, Tax Returns, Access, Auditing, Tax Preparation, Financial Reporting, Tax, Income Tax, Financial Analysis, Forensic Accounting, Financial Accounting, Microsoft Office, Strategic Financial..., Microsoft Excel, Budgets
Education
University of South Alabama 2008 — 2010
BSBA, Accounting
Auburn University at Montgomery 1983 — 1986
BSBA, General Business
Alabama Department of Revenue August 2013 - Present
Employee Fiduciary June 2012 - August 2013
DailyAccess Corporation September 2010 - June 2012
Hartmann, Blackmon & Kilgore, P.C. Certified Public Accountants January 2010 - April 2010
Gulf Coast Newspapers, Inc. 1993 - 2008
Alabama Sheriffs’ Boys Ranch 1990 - 1993
Skills
Accounting, Tax Returns, Access, Auditing, Tax Preparation, Financial Reporting, Tax, Income Tax, Financial Analysis, Forensic Accounting, Financial Accounting, Microsoft Office, Strategic Financial..., Microsoft Excel, Budgets
Education
University of South Alabama 2008 — 2010
BSBA, Accounting
Auburn University at Montgomery 1983 — 1986
BSBA, General Business
Linetta Bell Linetta Bell's DailyAccess Corporation Experience January 2007 - October 2007
Job Claims Adjuster
Industry Insurance
Experience
Pilot Catastrophe Service August 2011 - Present
Kevcomp Engineering May 2010 - Present
Kevcomp May 2010 - Present
ThyssenKrupp Stainless USA, LLC October 2007 - October 2010
DailyAccess Corporation January 2007 - October 2007
Daily Access Corporation 2007 - 2007
Gulf Distributing April 2005 - October 2006
Armstrong World Industries May 2004 - April 2005
Long's Human Resources May 2002 - April 2005
Bredero Shaw June 2000 - April 2002
Education
University of Mobile 2000 — 2002
Associates, Computer Networking
University of South Alabama 1988 — 2000
Nursing
Pilot Catastrophe Service August 2011 - Present
Kevcomp Engineering May 2010 - Present
Kevcomp May 2010 - Present
ThyssenKrupp Stainless USA, LLC October 2007 - October 2010
DailyAccess Corporation January 2007 - October 2007
Daily Access Corporation 2007 - 2007
Gulf Distributing April 2005 - October 2006
Armstrong World Industries May 2004 - April 2005
Long's Human Resources May 2002 - April 2005
Bredero Shaw June 2000 - April 2002
Education
University of Mobile 2000 — 2002
Associates, Computer Networking
University of South Alabama 1988 — 2000
Nursing
Robert D. Kowalewski, MBA, AIF®, CRPS's DailyAccess Corporation Experience January 2011 - January 2013
Job Visionary Entrepreneur, Fiduciary Consultant and Capital Markets Specialist
Industry Banking
Experience
PNC January 2013 - Present
PNC January 2013 - Present
DailyAccess Corporation January 2011 - January 2013
R Squared Retirement Solutions January 2009 - January 2013
The Retirement Advantage February 2010 - January 2011
Lincoln Financial Group June 2007 - April 2009
First Mercantile September 2003 - June 2007
Fifth Third Bank September 1997 - September 2003
Skills
Strategic Leadership, Non-profit Leadership, Non-profit Board..., Business Coaching, Relationship Management, Finance, Fiduciary Services, Foundations, Institutional..., Asset Allocation, Investment Advisory, Financial Advisory, Cash Management, Fixed Income Strategies, Investments, Asset Management, Investment Management, Investment Strategies, ERISA, Portfolio Management, Defined Contribution, Retirement Plan..., Retirement Planning, 401k, Pensions, Retirement, Defined Benefit, Qualified Retirement..., Profit Sharing, Employee Benefits, Mutual Funds, Financial Services, Sales, Fixed Annuities, ETFs, Estate Planning, Institutional Sales, Wealth Management, Wealth, Territory Management, Territory Development, Strategic Financial..., Financial Planners, High Net Worth..., Securities, Equities, Alternative Investments, Separately Managed..., Fixed Income, Life Insurance
Education
Loyola University Chicago 2013 — 2015
Master of Business Administration (MBA), Strategic Leadership
Walsh College 1991 — 1993
Bachelor of Business Administration (BBA), Finance
PNC January 2013 - Present
PNC January 2013 - Present
DailyAccess Corporation January 2011 - January 2013
R Squared Retirement Solutions January 2009 - January 2013
The Retirement Advantage February 2010 - January 2011
Lincoln Financial Group June 2007 - April 2009
First Mercantile September 2003 - June 2007
Fifth Third Bank September 1997 - September 2003
Skills
Strategic Leadership, Non-profit Leadership, Non-profit Board..., Business Coaching, Relationship Management, Finance, Fiduciary Services, Foundations, Institutional..., Asset Allocation, Investment Advisory, Financial Advisory, Cash Management, Fixed Income Strategies, Investments, Asset Management, Investment Management, Investment Strategies, ERISA, Portfolio Management, Defined Contribution, Retirement Plan..., Retirement Planning, 401k, Pensions, Retirement, Defined Benefit, Qualified Retirement..., Profit Sharing, Employee Benefits, Mutual Funds, Financial Services, Sales, Fixed Annuities, ETFs, Estate Planning, Institutional Sales, Wealth Management, Wealth, Territory Management, Territory Development, Strategic Financial..., Financial Planners, High Net Worth..., Securities, Equities, Alternative Investments, Separately Managed..., Fixed Income, Life Insurance
Education
Loyola University Chicago 2013 — 2015
Master of Business Administration (MBA), Strategic Leadership
Walsh College 1991 — 1993
Bachelor of Business Administration (BBA), Finance
Rochelle Thompson Rochelle Thompson's DailyAccess Corporation Experience May 2013 - Present
Job Staff Accountant at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation May 2013 - Present
Press-Register September 2009 - May 2013
Crown Products March 2006 - September 2009
Hungry Howie's Pizza, Inc. February 2003 - April 2005
Skills
Microsoft Office, strong verbal..., Accounting and Auditing, Client Relations Skills, Internal auditing, Tax Preparation, Computer Literate, Statement Billings, Strong records..., Reports generation and..., High Reliability, Academic Research, Internet Research, Responsiveness to..., Initiative and..., Organized Multi-tasker, Organized self-starter, Exceptionally well..., Quick Learner, Online Research
Education
University of South Alabama 2010 — 2015
DailyAccess Corporation May 2013 - Present
Press-Register September 2009 - May 2013
Crown Products March 2006 - September 2009
Hungry Howie's Pizza, Inc. February 2003 - April 2005
Skills
Microsoft Office, strong verbal..., Accounting and Auditing, Client Relations Skills, Internal auditing, Tax Preparation, Computer Literate, Statement Billings, Strong records..., Reports generation and..., High Reliability, Academic Research, Internet Research, Responsiveness to..., Initiative and..., Organized Multi-tasker, Organized self-starter, Exceptionally well..., Quick Learner, Online Research
Education
University of South Alabama 2010 — 2015
Jesse Pettis Jesse Pettis's DailyAccess Corporation Experience May 2005 - Present
Job Sr. Director, Business Development at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation May 2005 - Present
Regions Bank November 2003 - May 2005
DailyAccess Corporation July 2000 - November 2003
Skills
401k, Retirement, Cash Balance, Retirement Planning, Employee Benefits, Business Planning, Mutual Funds, Defined Benefit, Financial Services, Strategic Financial..., Sales, Investments, Business Development, Qualified Retirement..., ERISA, Asset Allocation, Profit Sharing, FINRA, Financial Advisory, 403 b, ETFs, Asset Management, Defined Contribution, Investment Management, Fixed Annuities, Wealth Management, Pensions, Portfolio Management, Health Insurance, Series 65, Risk Management, Analysis, Benefits Administration, Retirement Plan..., Financial Planners, Pension Administration, Disability Insurance, Investment Advisory, Finance, Securities, Relationship Management, IRAs, Insurance, Series 63
Education
University of South Alabama 1994 — 1998
Bachelors, Business Finance
DailyAccess Corporation May 2005 - Present
Regions Bank November 2003 - May 2005
DailyAccess Corporation July 2000 - November 2003
Skills
401k, Retirement, Cash Balance, Retirement Planning, Employee Benefits, Business Planning, Mutual Funds, Defined Benefit, Financial Services, Strategic Financial..., Sales, Investments, Business Development, Qualified Retirement..., ERISA, Asset Allocation, Profit Sharing, FINRA, Financial Advisory, 403 b, ETFs, Asset Management, Defined Contribution, Investment Management, Fixed Annuities, Wealth Management, Pensions, Portfolio Management, Health Insurance, Series 65, Risk Management, Analysis, Benefits Administration, Retirement Plan..., Financial Planners, Pension Administration, Disability Insurance, Investment Advisory, Finance, Securities, Relationship Management, IRAs, Insurance, Series 63
Education
University of South Alabama 1994 — 1998
Bachelors, Business Finance
Jarred Azevedo's DailyAccess Corporation Experience January 2013 - Present
Job Software Developer at DailyAccess Corporation
Industry Computer Software
Experience
DailyAccess Corporation January 2013 - Present
Equity Technologies January 2006 - December 2012
Epiphany Development June 2005 - January 2006
Skills
PHP, JavaScript, MySQL, Apache, CSS, Web Development, C++, AJAX, SQL, Python, Software Development, Java, Ubuntu, Eclipse, PowerBuilder, HTML, jQuery, RedHat, Linux, C, SCO, Computer Hardware, Oracle SQL Developer, Red Hat Linux, XML
Education
University of South Alabama 2001 — 2005
BS in Computer Science, Computer Science
DailyAccess Corporation January 2013 - Present
Equity Technologies January 2006 - December 2012
Epiphany Development June 2005 - January 2006
Skills
PHP, JavaScript, MySQL, Apache, CSS, Web Development, C++, AJAX, SQL, Python, Software Development, Java, Ubuntu, Eclipse, PowerBuilder, HTML, jQuery, RedHat, Linux, C, SCO, Computer Hardware, Oracle SQL Developer, Red Hat Linux, XML
Education
University of South Alabama 2001 — 2005
BS in Computer Science, Computer Science
Christine Walther Christine Walther's DailyAccess Corporation Experience January 2003 - July 2004
Job SPED PA at MCPSS
Industry Higher Education
Experience
MCPSS August 2005 - Present
DailyAccess Corporation January 2003 - July 2004
Education
University of West Alabama 2011 — 2011
EDS, Education Specialist: Teacher Leader
Alabama State University 2006 — 2008
MSE, Master's in Special Education
University of Mobile 1992 — 1996
BS
MCPSS August 2005 - Present
DailyAccess Corporation January 2003 - July 2004
Education
University of West Alabama 2011 — 2011
EDS, Education Specialist: Teacher Leader
Alabama State University 2006 — 2008
MSE, Master's in Special Education
University of Mobile 1992 — 1996
BS
Bob McKendry's DailyAccess Corporation Experience May 2001 - January 2007
Job Partner, Retirement Plan Services at The LBA Group
Industry Accounting
Experience
The LBA Group May 2010 - Present
DailyAccess Corporation May 2001 - January 2007
Skills
401(k) Plans, Profit Sharing Plans, Cash Balance Plans, Certified Pension..., Certified Financial..., Qualfied Pension..., Qualified 401(k)..., Mergers & Acquisitions, Plan Corrections, Plan Design, Profit Sharing, QKA, Cash Balance, 401k, Business Planning, Pension Administration, Pensions, Defined Benefit, Retirement Plan..., Retirement, ERISA, Qualified Retirement..., Employee Benefits, Defined Contribution, Retirement Planning, Financial Services
Education
Rider University 1975 — 1979
BS in Commerce, Industrial Relations
The LBA Group May 2010 - Present
DailyAccess Corporation May 2001 - January 2007
Skills
401(k) Plans, Profit Sharing Plans, Cash Balance Plans, Certified Pension..., Certified Financial..., Qualfied Pension..., Qualified 401(k)..., Mergers & Acquisitions, Plan Corrections, Plan Design, Profit Sharing, QKA, Cash Balance, 401k, Business Planning, Pension Administration, Pensions, Defined Benefit, Retirement Plan..., Retirement, ERISA, Qualified Retirement..., Employee Benefits, Defined Contribution, Retirement Planning, Financial Services
Education
Rider University 1975 — 1979
BS in Commerce, Industrial Relations
Jeff Pascoe, ARPC Jeff Pascoe, ARPC's DailyAccess Corporation Experience January 2012 - September 2013
Job Regional Retirement Representative at Paychex
Industry Human Resources
Experience
Paychex July 2014 - Present
PrimePay October 2013 - July 2014
DailyAccess Corporation January 2012 - September 2013
ADP January 2006 - August 2011
ADP January 2006 - August 2011
ADP Retirement Services January 2006 - August 2011
US Army Reserve January 2000 - January 2006
Morgan Stanley Smith Barney 2002 - 2006
Smith Barney/Citigroup June 2002 - December 2005
ADP January 1998 - January 2002
Education
Susquehanna University 1992 — 1996
BSBA, Marketing
Susquehanna University 1992 — 1996
Bachelor of Science, Business Administration; Marketing
Paychex July 2014 - Present
PrimePay October 2013 - July 2014
DailyAccess Corporation January 2012 - September 2013
ADP January 2006 - August 2011
ADP January 2006 - August 2011
ADP Retirement Services January 2006 - August 2011
US Army Reserve January 2000 - January 2006
Morgan Stanley Smith Barney 2002 - 2006
Smith Barney/Citigroup June 2002 - December 2005
ADP January 1998 - January 2002
Education
Susquehanna University 1992 — 1996
BSBA, Marketing
Susquehanna University 1992 — 1996
Bachelor of Science, Business Administration; Marketing
Alan Jenks's DailyAccess Corporation Experience April 2007 - October 2008
Job Experienced Sales and Financial Services Professional
Industry Financial Services
Experience
Private Asset Management, Inc. April 2009 - January 2015
DailyAccess Corporation April 2007 - October 2008
Integral Benefits, Inc. September 2005 - May 2007
Principal Financial Group/EBS Business Unit June 2004 - September 2005
Principal Financial Group December 2002 - June 2004
MullinTBG January 1998 - August 2002
The Santa Cruz Operation, Inc. (SCO) June 1994 - January 1998
Borland Software Corporation 1993 - 1994
DHL Worldwide Express 1989 - 1993
United Parcel Service 1982 - 1989
Skills
Investment Advisory, Investments, Portfolio Management, Wealth Management, Series 63, Series 65, Strategy, Retirement, Retirement Planning, C Level Selling, Management, Sales, Institutional..., Sales Management, Relationship Management, Consulting, Business Development, Consultative Sales..., Non-Qualified Deferred..., Public Speaking, Fortune 500 Account..., C-Level Negotiations, Sales Presentations, Finance, Employee Benefits, Retirement Plan..., Budgeting & Forecasting, Business Planning, Executive Coaching, Enterprise Technology..., International Sales, Client Services, Client Development, Contract Negotiation, Strategic Negotiations, National Account..., Solution Selling, Qualified Retirement..., Business Process..., Human Resources, New Business Development, Fundraising, Strategic Partnerships, Strategic Planning, Leadership, Key Account Acquisition..., Operations Management, Channel Sales, HR Management, Sales Operations
Education
University of Louisville 1981 — 1986
Personnel Administration and Industrial Relations
Moore High School 1978 — 1981
Private Asset Management, Inc. April 2009 - January 2015
DailyAccess Corporation April 2007 - October 2008
Integral Benefits, Inc. September 2005 - May 2007
Principal Financial Group/EBS Business Unit June 2004 - September 2005
Principal Financial Group December 2002 - June 2004
MullinTBG January 1998 - August 2002
The Santa Cruz Operation, Inc. (SCO) June 1994 - January 1998
Borland Software Corporation 1993 - 1994
DHL Worldwide Express 1989 - 1993
United Parcel Service 1982 - 1989
Skills
Investment Advisory, Investments, Portfolio Management, Wealth Management, Series 63, Series 65, Strategy, Retirement, Retirement Planning, C Level Selling, Management, Sales, Institutional..., Sales Management, Relationship Management, Consulting, Business Development, Consultative Sales..., Non-Qualified Deferred..., Public Speaking, Fortune 500 Account..., C-Level Negotiations, Sales Presentations, Finance, Employee Benefits, Retirement Plan..., Budgeting & Forecasting, Business Planning, Executive Coaching, Enterprise Technology..., International Sales, Client Services, Client Development, Contract Negotiation, Strategic Negotiations, National Account..., Solution Selling, Qualified Retirement..., Business Process..., Human Resources, New Business Development, Fundraising, Strategic Partnerships, Strategic Planning, Leadership, Key Account Acquisition..., Operations Management, Channel Sales, HR Management, Sales Operations
Education
University of Louisville 1981 — 1986
Personnel Administration and Industrial Relations
Moore High School 1978 — 1981
Sheryl Ethridge Sheryl Ethridge's DailyAccess Corporation Experience
Job Relationship Manager at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation
Skills
401k, Financial Services, Employee Benefits, Mutual Funds, Retirement, Investments
Education
Spring Hill College
Bachelor's degree, Business Administration and Management, General
DailyAccess Corporation
Skills
401k, Financial Services, Employee Benefits, Mutual Funds, Retirement, Investments
Education
Spring Hill College
Bachelor's degree, Business Administration and Management, General
Jamie Kertis Jamie Kertis's DailyAccess Corporation Experience October 2008 - June 2012
Job Strategic Plan Coordinator
Industry Financial Services
Experience
Grinkmeyer Leonard Financial June 2012 - Present
DailyAccess Corporation October 2008 - June 2012
Skills
Qualified Retirement..., Retirement Plan..., 401k, Defined Contribution, Cash Balance, Deferred Compensation, Defined Benefit, Employee Benefits, Group Insurance
Education
The University of Southern Mississippi 1999 — 2003
Psychology
Baker High School
Grinkmeyer Leonard Financial June 2012 - Present
DailyAccess Corporation October 2008 - June 2012
Skills
Qualified Retirement..., Retirement Plan..., 401k, Defined Contribution, Cash Balance, Deferred Compensation, Defined Benefit, Employee Benefits, Group Insurance
Education
The University of Southern Mississippi 1999 — 2003
Psychology
Baker High School
Michelle Hunter's DailyAccess Corporation Experience December 2014 - June 2015
Job Realtor at DR Horton
Industry Real Estate
Experience
DR Horton June 2015 - Present
DailyAccess Corporation December 2014 - June 2015
DailyAccess Corporation May 2011 - November 2014
Haney-McDonald June 2010 - September 2014
Regions Financial Corporation September 1996 - September 2009
Skills
Investments, Customer Service, Financial Services, Sales, Negotiation, Employee Benefits, Retirement, Microsoft Excel, Insurance, Mutual Funds, Marketing, Process Improvement, Contract Negotiation, Microsoft Office, Relationship Management, Budgets, Strategic Planning, Retirement Planning, Financial Analysis, Team Leadership, 401k
Education
University of Mobile
DR Horton June 2015 - Present
DailyAccess Corporation December 2014 - June 2015
DailyAccess Corporation May 2011 - November 2014
Haney-McDonald June 2010 - September 2014
Regions Financial Corporation September 1996 - September 2009
Skills
Investments, Customer Service, Financial Services, Sales, Negotiation, Employee Benefits, Retirement, Microsoft Excel, Insurance, Mutual Funds, Marketing, Process Improvement, Contract Negotiation, Microsoft Office, Relationship Management, Budgets, Strategic Planning, Retirement Planning, Financial Analysis, Team Leadership, 401k
Education
University of Mobile
Leah Wolf, M.Ed. Leah Wolf, M.Ed.'s DailyAccess Corporation Experience April 2007 - April 2009
Job Substitute Teacher
Industry Higher Education
Experience
Foreign-Trade Zone Corporation July 2011 - August 2014
DailyAccess Corporation April 2007 - April 2009
Media General January 2005 - July 2006
United Way of Central Alabama February 2002 - January 2005
Mobile Press Register January 1997 - February 2002
Skills
Office Management, Marketing Communications, Writing, Editing, Public Relations, Media Relations, Event Planning, Social Media Marketing, Non-profits, Grants, Microsoft Office, InDesign, Photoshop, Dreamweaver, Quickbooks, SugarCRM, Smartsheet Online..., Readiris Pro 12 OCR and..., Nonprofits, Facebook, Copywriting, Social Media
Education
University of South Alabama 1995 — 1999
Bachelor's, Communications/Print Journalism
University of South Alabama
Master's degree, English/Language Arts Teacher Education
Foreign-Trade Zone Corporation July 2011 - August 2014
DailyAccess Corporation April 2007 - April 2009
Media General January 2005 - July 2006
United Way of Central Alabama February 2002 - January 2005
Mobile Press Register January 1997 - February 2002
Skills
Office Management, Marketing Communications, Writing, Editing, Public Relations, Media Relations, Event Planning, Social Media Marketing, Non-profits, Grants, Microsoft Office, InDesign, Photoshop, Dreamweaver, Quickbooks, SugarCRM, Smartsheet Online..., Readiris Pro 12 OCR and..., Nonprofits, Facebook, Copywriting, Social Media
Education
University of South Alabama 1995 — 1999
Bachelor's, Communications/Print Journalism
University of South Alabama
Master's degree, English/Language Arts Teacher Education
Carrie Ivy Carrie Ivy's DailyAccess Corporation Experience April 2013 - Present
Job Business Acceptance Specialist at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation April 2013 - Present
Skills
Microsoft Excel, Financial Services, Financial Analysis, 401k, Customer Service
Education
University of South Alabama 2014 — 2018
Bachelor of Business Administration (BBA), Business and communication
DailyAccess Corporation April 2013 - Present
Skills
Microsoft Excel, Financial Services, Financial Analysis, 401k, Customer Service
Education
University of South Alabama 2014 — 2018
Bachelor of Business Administration (BBA), Business and communication
Audra Barbour, AIF Audra Barbour, AIF's DailyAccess Corporation Experience January 2003 - July 2006
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial July 2006 - Present
DailyAccess Corporation January 2003 - July 2006
Skills
401k, Retirement Planning, Series 63, Asset Allocation, Retirement, Mutual Funds, Defined Benefit, Series 6, Series 7, ERISA, Variable Annuities, Fixed Annuities, Series 65, Defined Contribution, Retirement Plan...
Education
University of South Alabama
BSBA, Business
Nationwide Financial July 2006 - Present
DailyAccess Corporation January 2003 - July 2006
Skills
401k, Retirement Planning, Series 63, Asset Allocation, Retirement, Mutual Funds, Defined Benefit, Series 6, Series 7, ERISA, Variable Annuities, Fixed Annuities, Series 65, Defined Contribution, Retirement Plan...
Education
University of South Alabama
BSBA, Business
Greg Carpenter Greg Carpenter's DailyAccess Corporation Experience 1997 - 2003
Job Founder & CEO at Employee Fiduciary
Industry Financial Services
Experience
Employee Fiduciary 2004 - Present
DailyAccess Corporation 1997 - 2003
Interra Financial 1996 - 1997
Northwest Airlines 1990 - 1996
Coopers & Lybrand Consulting 1987 - 1990
Deloitte Haskins & Sells 1985 - 1987
Skills
401k, TPA Services, Retirement, Investments, Pensions, Employee Benefits, Customer Service, Defined Benefit, Financial Advisory, Asset Allocation, TPA, Retirement Planning, Finance, Mutual Funds, ERISA, Auditing, Retirement Plan...
Education
The University of Chicago - Booth School of Business 1983 — 1984
Master of Business Administration (MBA), Finance
Yale University 1978 — 1982
Bachelor of Arts (BA), American Studies
Employee Fiduciary 2004 - Present
DailyAccess Corporation 1997 - 2003
Interra Financial 1996 - 1997
Northwest Airlines 1990 - 1996
Coopers & Lybrand Consulting 1987 - 1990
Deloitte Haskins & Sells 1985 - 1987
Skills
401k, TPA Services, Retirement, Investments, Pensions, Employee Benefits, Customer Service, Defined Benefit, Financial Advisory, Asset Allocation, TPA, Retirement Planning, Finance, Mutual Funds, ERISA, Auditing, Retirement Plan...
Education
The University of Chicago - Booth School of Business 1983 — 1984
Master of Business Administration (MBA), Finance
Yale University 1978 — 1982
Bachelor of Arts (BA), American Studies
Michael D. Murphy's DailyAccess Corporation Experience June 2013 - February 2014
Job Partner, National Sales and Marketing Leader, Mercer Consulting
Industry Human Resources
Experience
DailyAccess Corporation June 2013 - February 2014
Xerox 2011 - 2013
Xerox 2010 - 2011
ExcellerateHRO 2008 - 2010
ExcellerateHRO 2005 - 2008
Hewitt Associates 1998 - 2005
RR Donnelley Moore 1997 - 1998
Baxter Healthcare 1984 - 1997
Skills
Human Resources, Business Development, Management, Strategy, Leadership, Sales, Solution Selling, Marketing, Benefits Administration, Sales Management, Business Planning, Talent Management, Performance Management, Vendor Management, Talent Acquisition, HRIS, 401k, Employee Benefits, Selling
Education
Southern Methodist University - Cox School of Business 1991 — 1992
Exec, Ed., Management
Arizona State University 1980 — 1984
BS, Journalism
DailyAccess Corporation June 2013 - February 2014
Xerox 2011 - 2013
Xerox 2010 - 2011
ExcellerateHRO 2008 - 2010
ExcellerateHRO 2005 - 2008
Hewitt Associates 1998 - 2005
RR Donnelley Moore 1997 - 1998
Baxter Healthcare 1984 - 1997
Skills
Human Resources, Business Development, Management, Strategy, Leadership, Sales, Solution Selling, Marketing, Benefits Administration, Sales Management, Business Planning, Talent Management, Performance Management, Vendor Management, Talent Acquisition, HRIS, 401k, Employee Benefits, Selling
Education
Southern Methodist University - Cox School of Business 1991 — 1992
Exec, Ed., Management
Arizona State University 1980 — 1984
BS, Journalism
Josh Tidmore Josh Tidmore's DailyAccess Corporation Experience June 2007 - July 2010
Job Aluminum & Stainless, Inc
Industry Consumer Goods
Experience
Reliance Steel & Aluminum May 2012 - Present
Ryerson July 2010 - May 2012
DailyAccess Corporation June 2007 - July 2010
Skills
Sales, New Business Development, Account Management, Strategic Planning, Customer Service, Direct Sales, B2B, Marketing, Microsoft Excel, Selling, Business Development, Marketing Strategy, Marketing Communications, Financial Analysis, Business Planning, Event Planning, Employee Benefits, Coaching, Social Media Marketing, Sales Management, Contract Negotiation, Purchasing, Inventory Management, Cold Calling, Business Strategy, Advertising
Education
Auburn University 2001 — 2003
Business, Logistics
Reliance Steel & Aluminum May 2012 - Present
Ryerson July 2010 - May 2012
DailyAccess Corporation June 2007 - July 2010
Skills
Sales, New Business Development, Account Management, Strategic Planning, Customer Service, Direct Sales, B2B, Marketing, Microsoft Excel, Selling, Business Development, Marketing Strategy, Marketing Communications, Financial Analysis, Business Planning, Event Planning, Employee Benefits, Coaching, Social Media Marketing, Sales Management, Contract Negotiation, Purchasing, Inventory Management, Cold Calling, Business Strategy, Advertising
Education
Auburn University 2001 — 2003
Business, Logistics
Bo Woodall's DailyAccess Corporation Experience January 2011 - Present
Job Senior Business Development Specialist at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation January 2011 - Present
DailyAccess Corporation April 2002 - Present
DailyAccess Corporation January 2007 - December 2007
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Fixed Annuities, Investments, Defined Benefit, Pensions, Retirement Plan..., Employee Benefits, ERISA, Defined Contribution, Qualified Retirement..., Series 63, Series 7, Wealth Management, Financial Services
Education
Auburn University 1992 — 1996
Bachelors, Business
Auburn University
BS, Business Administration, Management and Operations
DailyAccess Corporation January 2011 - Present
DailyAccess Corporation April 2002 - Present
DailyAccess Corporation January 2007 - December 2007
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Fixed Annuities, Investments, Defined Benefit, Pensions, Retirement Plan..., Employee Benefits, ERISA, Defined Contribution, Qualified Retirement..., Series 63, Series 7, Wealth Management, Financial Services
Education
Auburn University 1992 — 1996
Bachelors, Business
Auburn University
BS, Business Administration, Management and Operations
E. Dean Speer E. Dean Speer's DailyAccess Corporation Experience March 2011 - March 2015
Job President & Chief Operating Officer at InterServ, LLC
Industry Financial Services
Experience
InterServ, LLC December 2014 - Present
DailyAccess Corporation March 2011 - March 2015
InterServ, LLC March 2011 - December 2014
HSBC Bank (Cayman) Limited November 2009 - September 2010
StableRiver Capital Management June 2001 - November 2009
Stetson University February 1997 - April 2001
CNL December 1994 - September 1996
Coopers & Lybrand December 1987 - December 1994
Skills
Financial Accounting, Fixed Income, Financial Analysis, CPA, Chartered Financial..., Investments, Financial Reporting, Finance, Sarbanes-Oxley Act, Equities, Due Diligence, Cash Management, GAAP, Project Planning, Asset Managment, Mutual Funds, Auditing, Accounting, Capital Markets, SEC filings, Alternative Investments, Financial Services, Management, Leadership, Tax, Asset Allocation, Internal Controls, Financial Modeling, Retirement Planning, Bloomberg, Wealth Management, Strategic Financial..., Series 7, Corporate Finance, Securities, 401k, Portfolio Management, Relationship Management, Cash Flow, Treasury, Private Equity, Mergers & Acquisitions, Asset Management, Business Valuation, Risk Management, QuickBooks, IFRS, Corporate Tax
Education
University of Central Florida
MS, Taxation
University of Alabama 1983 — 1987
BS, Accounting
Winter Park High School
InterServ, LLC December 2014 - Present
DailyAccess Corporation March 2011 - March 2015
InterServ, LLC March 2011 - December 2014
HSBC Bank (Cayman) Limited November 2009 - September 2010
StableRiver Capital Management June 2001 - November 2009
Stetson University February 1997 - April 2001
CNL December 1994 - September 1996
Coopers & Lybrand December 1987 - December 1994
Skills
Financial Accounting, Fixed Income, Financial Analysis, CPA, Chartered Financial..., Investments, Financial Reporting, Finance, Sarbanes-Oxley Act, Equities, Due Diligence, Cash Management, GAAP, Project Planning, Asset Managment, Mutual Funds, Auditing, Accounting, Capital Markets, SEC filings, Alternative Investments, Financial Services, Management, Leadership, Tax, Asset Allocation, Internal Controls, Financial Modeling, Retirement Planning, Bloomberg, Wealth Management, Strategic Financial..., Series 7, Corporate Finance, Securities, 401k, Portfolio Management, Relationship Management, Cash Flow, Treasury, Private Equity, Mergers & Acquisitions, Asset Management, Business Valuation, Risk Management, QuickBooks, IFRS, Corporate Tax
Education
University of Central Florida
MS, Taxation
University of Alabama 1983 — 1987
BS, Accounting
Winter Park High School
Beverly Reed Beverly Reed's DailyAccess Corporation Experience 2007 - 2008
Job Program Analyst, City of Mobile
Industry Government Administration
Experience
City of Mobile, AL, Community Planning & Development October 2012 - Present
Remington College June 2012 - September 2012
ThyssenKrupp Steel USA October 2010 - June 2012
MACTEC July 2007 - October 2010
ThyssenKrupp Steel USA 2010 - 2010
Daily Access Corporation 2007 - 2008
DailyAccess Corporation 2007 - 2008
SurModics (Formerly Brookwood Pharmaceutical) 2005 - 2007
McNeil Nutritionals 1999 - 2004
McNeil Consumer & Specialty Pharmaceuticals 1999 - 2004
Skills
Microsoft Office 2007, Quality Assurance, Lean Manufacturing, Six Sigma, Project Management, Project Planning, Process Improvement, Team Building, Access, Microsoft Excel, Microsoft Office, Management, Procurement, SAP, MS Project, PowerPoint, Software Documentation, Program Management
Education
Faulkner University 2002 — 2003
Masters of Science, Management
University of Mobile 1996 — 1997
Bachelors of Science, Management
Bishop State Community College 1988 — 1990
Associate of Science (A.S.), Pre-Law Studies
University of South Alabama
Williamson High School
City of Mobile, AL, Community Planning & Development October 2012 - Present
Remington College June 2012 - September 2012
ThyssenKrupp Steel USA October 2010 - June 2012
MACTEC July 2007 - October 2010
ThyssenKrupp Steel USA 2010 - 2010
Daily Access Corporation 2007 - 2008
DailyAccess Corporation 2007 - 2008
SurModics (Formerly Brookwood Pharmaceutical) 2005 - 2007
McNeil Nutritionals 1999 - 2004
McNeil Consumer & Specialty Pharmaceuticals 1999 - 2004
Skills
Microsoft Office 2007, Quality Assurance, Lean Manufacturing, Six Sigma, Project Management, Project Planning, Process Improvement, Team Building, Access, Microsoft Excel, Microsoft Office, Management, Procurement, SAP, MS Project, PowerPoint, Software Documentation, Program Management
Education
Faulkner University 2002 — 2003
Masters of Science, Management
University of Mobile 1996 — 1997
Bachelors of Science, Management
Bishop State Community College 1988 — 1990
Associate of Science (A.S.), Pre-Law Studies
University of South Alabama
Williamson High School
Amanda Wilbanks Amanda Wilbanks's DailyAccess Corporation Experience May 2009 - July 2015
Job Accounting & Bookkeeping Service Provider
Industry Financial Services
Experience
Amanda Wilbanks, Accounting Services July 2015 - Present
DailyAccess Corporation May 2009 - July 2015
Crow Shields and Bailey September 2008 - April 2009
Reznick Group August 2005 - August 2008
Skills
QuickBooks, Employee Benefits, Retirement Planning, Mutual Funds, Investments, Pensions, Financial Services, 401k, Retirement, Accounting, Strategic Financial..., Defined Contribution, Defined Benefit, Financial Analysis, Finance, Auditing, Financial Reporting, Microsoft Office, Microsoft Excel, Financial Planning
Education
University of Alabama 2000 — 2004
Masters, Accounting
UMS Wright Preparatory 1996 — 2000
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Amanda Wilbanks, Accounting Services July 2015 - Present
DailyAccess Corporation May 2009 - July 2015
Crow Shields and Bailey September 2008 - April 2009
Reznick Group August 2005 - August 2008
Skills
QuickBooks, Employee Benefits, Retirement Planning, Mutual Funds, Investments, Pensions, Financial Services, 401k, Retirement, Accounting, Strategic Financial..., Defined Contribution, Defined Benefit, Financial Analysis, Finance, Auditing, Financial Reporting, Microsoft Office, Microsoft Excel, Financial Planning
Education
University of Alabama 2000 — 2004
Masters, Accounting
UMS Wright Preparatory 1996 — 2000
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Carminia Vilaseca Carminia Vilaseca's DailyAccess Corporation Experience August 2009 - March 2015
Job Plan Administrator at Employee Fiduciary
Industry Financial Services
Experience
Employee Fiduciary April 2015 - Present
DailyAccess Corporation August 2009 - March 2015
Skills
Retirement, 401k, Mutual Funds, Retirement Planning, Investment Advisory, Pensions, Employee Benefits, Defined Benefit, Financial Services, Series 63, Investments, Asset Allocation
Education
University of South Alabama
Bachelor's Business Administration/ International Business
Employee Fiduciary April 2015 - Present
DailyAccess Corporation August 2009 - March 2015
Skills
Retirement, 401k, Mutual Funds, Retirement Planning, Investment Advisory, Pensions, Employee Benefits, Defined Benefit, Financial Services, Series 63, Investments, Asset Allocation
Education
University of South Alabama
Bachelor's Business Administration/ International Business
Tony Clemens's DailyAccess Corporation Experience September 1999 - May 2001
Job Managing Partner, Business Optimization at ICMARC (a financial services firm specializing in retirement plans)
Industry Financial Services
Experience
ICMA-RC June 2014 - Present
Tau Kappa Epsilon Fraternity August 2012 - Present
ICMA-RC September 2006 - May 2014
Washington, DC Area Tau Kappa Epsilon Alumni Association August 2007 - August 2012
Tau Kappa Epsilon - Chesapeake Province Regional Servicing Team May 2003 - August 2012
Washington, DC Area Tau Kappa Epsilon Alumni Association November 2003 - August 2007
ICMA-RC June 2004 - September 2006
ICMA-RC June 2001 - June 2004
DailyAccess Corporation September 1999 - May 2001
Tau Kappa Epsilon - Nu Mu Chapter at the University of South Alabama April 2000 - April 2001
Skills
Microsoft Office, User Acceptance Testing, 401k, Process Improvement, Problem Solving, Access, Outlook, PowerPoint, Research, Coaching, Deferred Compensation, Microsoft Excel, Team Leadership, Change Management, Strategic Planning, Analysis, Management, Project Planning, Customer Service, Strategy, Team Building, Budgets, Program Management, Risk Management, Fundraising, Leadership, Community Outreach, Project Management, Training, Public Speaking, Recruiting, System Administration, Proposal Writing, Management Consulting, Business Planning, Public Relations, Operations Management, Requirements Analysis, Requirements Gathering, Business Requirements, Financial Analysis, Business Analysis, Data Analysis, Social Media, New Business Development, Accounting, Finance, Microsoft Word, Leadership Development, Time Management
Education
University of Notre Dame 1996 — 1999
BBA, Finance and Computer Applications
University College Dublin 1997 — 1997
Commerce
University of South Alabama 1995 — 1996
Finance
Catholic Central High School 1991 — 1995
Diploma
ICMA-RC June 2014 - Present
Tau Kappa Epsilon Fraternity August 2012 - Present
ICMA-RC September 2006 - May 2014
Washington, DC Area Tau Kappa Epsilon Alumni Association August 2007 - August 2012
Tau Kappa Epsilon - Chesapeake Province Regional Servicing Team May 2003 - August 2012
Washington, DC Area Tau Kappa Epsilon Alumni Association November 2003 - August 2007
ICMA-RC June 2004 - September 2006
ICMA-RC June 2001 - June 2004
DailyAccess Corporation September 1999 - May 2001
Tau Kappa Epsilon - Nu Mu Chapter at the University of South Alabama April 2000 - April 2001
Skills
Microsoft Office, User Acceptance Testing, 401k, Process Improvement, Problem Solving, Access, Outlook, PowerPoint, Research, Coaching, Deferred Compensation, Microsoft Excel, Team Leadership, Change Management, Strategic Planning, Analysis, Management, Project Planning, Customer Service, Strategy, Team Building, Budgets, Program Management, Risk Management, Fundraising, Leadership, Community Outreach, Project Management, Training, Public Speaking, Recruiting, System Administration, Proposal Writing, Management Consulting, Business Planning, Public Relations, Operations Management, Requirements Analysis, Requirements Gathering, Business Requirements, Financial Analysis, Business Analysis, Data Analysis, Social Media, New Business Development, Accounting, Finance, Microsoft Word, Leadership Development, Time Management
Education
University of Notre Dame 1996 — 1999
BBA, Finance and Computer Applications
University College Dublin 1997 — 1997
Commerce
University of South Alabama 1995 — 1996
Finance
Catholic Central High School 1991 — 1995
Diploma
Andy Ziergiebel's DailyAccess Corporation Experience May 2013 - November 2014
Job Consultant | Retirement Services at Marsh & McLennan Agency New England known locally as Bostonian Group
Industry Financial Services
Experience
Marsh & McLennan Agency - New England known locally as Bostonian Group November 2014 - Present
DailyAccess Corporation May 2013 - November 2014
Putnam Investments April 2010 - May 2013
The Hartford 2008 - April 2010
MFS Investment Management 2004 - 2008
Skills
FINRA Series 6, Series 63, IRA's, 401k, Retirement, FINRA, ERISA, Plan Design, Mutual Funds, Investment Products, Client Service, Brokers, Defined Benefit, Deferred Compensation, Investment Advisory, Pensions, Wealth Management, Retirement Planning, Employee Benefits, Financial Services, Financial Analysis, Defined Contribution, Benefits Administration, Series 6, Fixed Annuities, Asset Allocation, Investments, Alternative Investments, Securities, Relationship Management
Education
University of Massachusetts Dartmouth 2000 — 2004
BS, Marketing
Gloucester High School 1996 — 2000
Marsh & McLennan Agency - New England known locally as Bostonian Group November 2014 - Present
DailyAccess Corporation May 2013 - November 2014
Putnam Investments April 2010 - May 2013
The Hartford 2008 - April 2010
MFS Investment Management 2004 - 2008
Skills
FINRA Series 6, Series 63, IRA's, 401k, Retirement, FINRA, ERISA, Plan Design, Mutual Funds, Investment Products, Client Service, Brokers, Defined Benefit, Deferred Compensation, Investment Advisory, Pensions, Wealth Management, Retirement Planning, Employee Benefits, Financial Services, Financial Analysis, Defined Contribution, Benefits Administration, Series 6, Fixed Annuities, Asset Allocation, Investments, Alternative Investments, Securities, Relationship Management
Education
University of Massachusetts Dartmouth 2000 — 2004
BS, Marketing
Gloucester High School 1996 — 2000
Josh Chancey's DailyAccess Corporation Experience 2007 - 2012
Job Client Relationship Manager at Employee Fiduciary
Industry Financial Services
Experience
Employee Fiduciary February 2012 - Present
DailyAccess Corporation 2007 - 2012
DailyAccess Corporation December 2007 - December 2008
DailyAccess May 2007 - December 2007
Skills
Employee Benefits, Defined Contribution, Investments, 401k, Qualified Retirement..., Profit Sharing, Retirement, Customer Service, Mutual Funds, Retirement Planning, Pensions, CRM, Marketing, Sales Operations, Sales
Education
University of South Alabama 2003 — 2007
bs, Marketing
Wallace Community College 2001 — 2003
as, Drafting & Design Technology
Employee Fiduciary February 2012 - Present
DailyAccess Corporation 2007 - 2012
DailyAccess Corporation December 2007 - December 2008
DailyAccess May 2007 - December 2007
Skills
Employee Benefits, Defined Contribution, Investments, 401k, Qualified Retirement..., Profit Sharing, Retirement, Customer Service, Mutual Funds, Retirement Planning, Pensions, CRM, Marketing, Sales Operations, Sales
Education
University of South Alabama 2003 — 2007
bs, Marketing
Wallace Community College 2001 — 2003
as, Drafting & Design Technology
Tracy Ashley, QPA, QKA's DailyAccess Corporation Experience May 2013 - Present
Job Client Services Manager at DailyAccess Corporation
Industry Accounting
Experience
DailyAccess Corporation May 2013 - Present
The Benefit Advantage August 2012 - May 2013
DailyAccess Corporation October 2008 - August 2012
Pension Metrics September 2007 - September 2008
Rehmann October 1995 - September 2007
Skills
ERISA, 401k, Retirement, Pensions, Employee Benefits, Defined Benefit, Profit Sharing, Retirement Plan..., Defined Contribution, Retirement Planning, Pension Administration, Benefits Administration, Qualified Retirement...
Education
Davenport University 1992 — 1995
Bachelor's Degree, Accounting
DailyAccess Corporation May 2013 - Present
The Benefit Advantage August 2012 - May 2013
DailyAccess Corporation October 2008 - August 2012
Pension Metrics September 2007 - September 2008
Rehmann October 1995 - September 2007
Skills
ERISA, 401k, Retirement, Pensions, Employee Benefits, Defined Benefit, Profit Sharing, Retirement Plan..., Defined Contribution, Retirement Planning, Pension Administration, Benefits Administration, Qualified Retirement...
Education
Davenport University 1992 — 1995
Bachelor's Degree, Accounting
Philip Pirio's DailyAccess Corporation Experience 2006 - 2006
Job Defined Benefit Plan Designer
Industry Information Services
Experience
Dedicated Defined Benefit Services April 2011 - Present
The Newport Group August 2006 - October 2008
DailyAccess Corporation 2006 - 2006
Daily Access Corporation 2006 - 2006
WACHOVIA 2000 - 2006
Trustar Retirement November 1980 - April 2000
Skills
Retirement, 401k, Investments, Pensions, Asset Allocation, Mutual Funds, Defined Benefit, Investment Advisory, Retirement Planning, Sales, Investment Management, Financial Services, Asset Management, Financial Advisory, Qualified Retirement..., Profit Sharing, Executive Pay, ERISA, Series 7, Fixed Annuities, Insurance, Series 63, Wealth Management, Alternative Investments, Investment Strategies, Series 65, Estate Planning, Defined Contribution, Retirement Plan..., Employee Benefits, Securities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2006
University of San Diego 1966 — 1970
Bachelor of Arts, Latin American Studies
Dedicated Defined Benefit Services April 2011 - Present
The Newport Group August 2006 - October 2008
DailyAccess Corporation 2006 - 2006
Daily Access Corporation 2006 - 2006
WACHOVIA 2000 - 2006
Trustar Retirement November 1980 - April 2000
Skills
Retirement, 401k, Investments, Pensions, Asset Allocation, Mutual Funds, Defined Benefit, Investment Advisory, Retirement Planning, Sales, Investment Management, Financial Services, Asset Management, Financial Advisory, Qualified Retirement..., Profit Sharing, Executive Pay, ERISA, Series 7, Fixed Annuities, Insurance, Series 63, Wealth Management, Alternative Investments, Investment Strategies, Series 65, Estate Planning, Defined Contribution, Retirement Plan..., Employee Benefits, Securities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2006
University of San Diego 1966 — 1970
Bachelor of Arts, Latin American Studies
Julie Short's DailyAccess Corporation Experience July 1999 - July 2000
Job Sr. Accountant at URS Corporation
Industry Accounting
Experience
URS Corporation June 2014 - Present
Ultra Electronics Advanced Tactical Systems August 2009 - June 2014
21st Century Technologies October 2007 - August 2009
Management & Training Consultants August 2006 - September 2007
Lott Vernon & Company August 2005 - April 2006
Horne LLP February 2005 - June 2005
Smith Dukes & Buckalew July 2000 - September 2004
DailyAccess Corporation July 1999 - July 2000
Skills
Accounts Receivable, Tax, Accounting, Budgeting, Microsoft Excel, Government Contracting, Budgets, Management, DoD, Customer Service, Software Documentation, Access, Finance, Financial Analysis, Variance Analysis, Financial Reporting, Payroll, Earned Value Management, Strategic Planning, Forecasting, Project Management, Risk Management, Analysis, Team Building, Financial Accounting, Cost Accounting, Account Reconciliation, Process Improvement
Education
University of Phoenix 2009 — 2010
Masters of Science, Accountancy
University of Mobile 2002 — 2005
MBA, Business
Judson College 1995 — 1999
BS, Business
URS Corporation June 2014 - Present
Ultra Electronics Advanced Tactical Systems August 2009 - June 2014
21st Century Technologies October 2007 - August 2009
Management & Training Consultants August 2006 - September 2007
Lott Vernon & Company August 2005 - April 2006
Horne LLP February 2005 - June 2005
Smith Dukes & Buckalew July 2000 - September 2004
DailyAccess Corporation July 1999 - July 2000
Skills
Accounts Receivable, Tax, Accounting, Budgeting, Microsoft Excel, Government Contracting, Budgets, Management, DoD, Customer Service, Software Documentation, Access, Finance, Financial Analysis, Variance Analysis, Financial Reporting, Payroll, Earned Value Management, Strategic Planning, Forecasting, Project Management, Risk Management, Analysis, Team Building, Financial Accounting, Cost Accounting, Account Reconciliation, Process Improvement
Education
University of Phoenix 2009 — 2010
Masters of Science, Accountancy
University of Mobile 2002 — 2005
MBA, Business
Judson College 1995 — 1999
BS, Business
David Dubin's DailyAccess Corporation Experience April 2008 - May 2009
Job Project Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
DST Retirement Solutions March 2013 - May 2015
Mercer Investment Consulting October 2010 - March 2013
Barnes & Noble 2009 - 2011
DailyAccess Corporation April 2008 - May 2009
DailyAccess Corporation April 2008 - May 2009
Fidelity Investments February 2007 - November 2007
Fidelity Investments October 2006 - February 2007
Fidelity Investments May 2002 - September 2006
Fidelity Investments September 2000 - April 2002
Skills
Customer Relations, Excel, Outlook, PowerPoint, Word, Customer Service, Microsoft Word, Employee Benefits, Sales, Investments, Customer Satisfaction, Microsoft Excel, Conversion Optimization, Access, Training, Finance, Leadership
Education
Bryant University Graduate School 2001 — 2005
Degree: Master, Business Administration
Bryant University 2000 — 2005
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Management
University of Massachusetts; Isenberg School of Management 1989 — 1993
Degree: Bachelor, Business Administration; Management
Baker Elementary School
Brookline high School
TIAA-CREF May 2015 - Present
DST Retirement Solutions March 2013 - May 2015
Mercer Investment Consulting October 2010 - March 2013
Barnes & Noble 2009 - 2011
DailyAccess Corporation April 2008 - May 2009
DailyAccess Corporation April 2008 - May 2009
Fidelity Investments February 2007 - November 2007
Fidelity Investments October 2006 - February 2007
Fidelity Investments May 2002 - September 2006
Fidelity Investments September 2000 - April 2002
Skills
Customer Relations, Excel, Outlook, PowerPoint, Word, Customer Service, Microsoft Word, Employee Benefits, Sales, Investments, Customer Satisfaction, Microsoft Excel, Conversion Optimization, Access, Training, Finance, Leadership
Education
Bryant University Graduate School 2001 — 2005
Degree: Master, Business Administration
Bryant University 2000 — 2005
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Management
University of Massachusetts; Isenberg School of Management 1989 — 1993
Degree: Bachelor, Business Administration; Management
Baker Elementary School
Brookline high School
Carey Brownlow's DailyAccess Corporation Experience August 2009 - Present
Job Director of MIS at Leggette Actuaries
Industry Financial Services
Experience
DailyAccess Corporation August 2009 - Present
RNC 1976 - 2009
Education
The University of Texas at Dallas 1993 — 1996
BS, Accounting
Richland College 1989 — 1992
AA, Accounting, Computer Science
Bryan Adams 1971 — 1975
DailyAccess Corporation August 2009 - Present
RNC 1976 - 2009
Education
The University of Texas at Dallas 1993 — 1996
BS, Accounting
Richland College 1989 — 1992
AA, Accounting, Computer Science
Bryan Adams 1971 — 1975
Brian Potter's DailyAccess Corporation Experience February 2013 - February 2014
Job Website Technical Support
Industry Information Technology and Services
Experience
VinSolutions January 2015 - July 2015
DailyAccess Corporation February 2013 - February 2014
Eugene Peoples Agency - Farmers Insurance September 2011 - March 2012
McClatchy Corporation-Kansas City Star September 2008 - January 2010
J.M. Neil & Assoc., Inc. Contractor for Sprint May 2007 - June 2008
Skills
SQL, Microsoft SQL Server, SQL Server Management..., ASP.NET, HTML5, CSS3, Visual Studio 2012, Team Leadership, jQuery, ADO.NET, C#, MVC, Responsive Web Design, Entity Framework, Interpersonal Skills, Problem Solving, Microsoft Office, PowerPoint, Social Media, Customer Service, CRM
Education
Centriq Training's TechSmart KC Program 2014 — 2014
Specialized Technical Training, Computer Programming and Applications Development
University of Missouri-Kansas City 2008 — 2012
Bachelor of Business Administration (B.B.A.),, Enterprise Management, 3.65
Shawnee Heights High School 2001 — 2005
VinSolutions January 2015 - July 2015
DailyAccess Corporation February 2013 - February 2014
Eugene Peoples Agency - Farmers Insurance September 2011 - March 2012
McClatchy Corporation-Kansas City Star September 2008 - January 2010
J.M. Neil & Assoc., Inc. Contractor for Sprint May 2007 - June 2008
Skills
SQL, Microsoft SQL Server, SQL Server Management..., ASP.NET, HTML5, CSS3, Visual Studio 2012, Team Leadership, jQuery, ADO.NET, C#, MVC, Responsive Web Design, Entity Framework, Interpersonal Skills, Problem Solving, Microsoft Office, PowerPoint, Social Media, Customer Service, CRM
Education
Centriq Training's TechSmart KC Program 2014 — 2014
Specialized Technical Training, Computer Programming and Applications Development
University of Missouri-Kansas City 2008 — 2012
Bachelor of Business Administration (B.B.A.),, Enterprise Management, 3.65
Shawnee Heights High School 2001 — 2005
Madhavi Erva's DailyAccess Corporation Experience May 2009 - February 2010
Job DBA + Pl/Sql Developer at Agilent Technologies
Industry Computer Software
Experience
Agilent Technologies April 2010 - Present
DailyAccess Corporation May 2009 - February 2010
BenefitStreet March 2008 - May 2009
Magellan Health Services August 2007 - February 2008
Wipro Infotech Ltd 2005 - 2007
I&B Hospital 1998 - 2004
Skills
Oracle, SQL, Databases, Performance Tuning, PL/SQL
Education
University of Pune 1995 — 1997
MCM
Dsrf Pune university
Agilent Technologies April 2010 - Present
DailyAccess Corporation May 2009 - February 2010
BenefitStreet March 2008 - May 2009
Magellan Health Services August 2007 - February 2008
Wipro Infotech Ltd 2005 - 2007
I&B Hospital 1998 - 2004
Skills
Oracle, SQL, Databases, Performance Tuning, PL/SQL
Education
University of Pune 1995 — 1997
MCM
Dsrf Pune university
Michael N. Bettis's DailyAccess Corporation Experience June 2009 - November 2012
Job Reviewing Actuary at McCloud & Associates, Inc.
Industry Financial Services
Experience
McCloud & Associates, Inc. October 2013 - Present
Self Employed February 2013 - September 2013
DailyAccess Corporation June 2009 - November 2012
Fringe Benefits Design, Inc./FBD Consulting, Inc. December 1993 - June 2009
Skills
Actuarial Science, Actuarial Consulting, Qualified Retirement..., Defined Contribution, Pension Administration, Employee Benefits, 401k, Benefits Administration, Actuaries, Retirement Plan..., Defined Benefit, Management, Pensions, Retirement, Financial Services, Retirement Planning, Profit Sharing
Education
Sterling College
B.S., Mathematics
McCloud & Associates, Inc. October 2013 - Present
Self Employed February 2013 - September 2013
DailyAccess Corporation June 2009 - November 2012
Fringe Benefits Design, Inc./FBD Consulting, Inc. December 1993 - June 2009
Skills
Actuarial Science, Actuarial Consulting, Qualified Retirement..., Defined Contribution, Pension Administration, Employee Benefits, 401k, Benefits Administration, Actuaries, Retirement Plan..., Defined Benefit, Management, Pensions, Retirement, Financial Services, Retirement Planning, Profit Sharing
Education
Sterling College
B.S., Mathematics
Mike Sullivan, SPHR's DailyAccess Corporation Experience July 2013 - Present
Job Human Resources Manager at DailyAccess Corporation
Industry Human Resources
Experience
DailyAccess Corporation July 2013 - Present
Mercedes Benz of Mobile April 2013 - June 2013
Grand Hotel Marriott Resort, Golf Club & Spa December 1999 - September 2012
PrimeHealth HMO 1997 - 1999
University of South Alabama 1993 - 1997
University of South Alabama February 1988 - May 1993
Skills
ADP Payroll, Associate Engagement, Leadership Development, Hotel Management, Training, HRIS, Employee Relations, Customer Service, Human Resources, Recruiting, New Hire Orientations, Personnel Management, Leadership, Team Building, Talent Management, Applicant Tracking..., Deferred Compensation, Employee Engagement, Employee Training, FMLA, Succession Planning, Performance Management, Hiring, Interviews
Education
University of South Alabama 1981 — 1985
BA & MBA, Human Resources
DailyAccess Corporation July 2013 - Present
Mercedes Benz of Mobile April 2013 - June 2013
Grand Hotel Marriott Resort, Golf Club & Spa December 1999 - September 2012
PrimeHealth HMO 1997 - 1999
University of South Alabama 1993 - 1997
University of South Alabama February 1988 - May 1993
Skills
ADP Payroll, Associate Engagement, Leadership Development, Hotel Management, Training, HRIS, Employee Relations, Customer Service, Human Resources, Recruiting, New Hire Orientations, Personnel Management, Leadership, Team Building, Talent Management, Applicant Tracking..., Deferred Compensation, Employee Engagement, Employee Training, FMLA, Succession Planning, Performance Management, Hiring, Interviews
Education
University of South Alabama 1981 — 1985
BA & MBA, Human Resources
Gabrielle Evans's DailyAccess Corporation Experience January 2007 - Present
Job Plan Design Specialist at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation January 2007 - Present
Skills
Investments, 401k, Financial Services, Pensions, Customer Service, Employee Benefits, Retirement
Education
University of Mobile
DailyAccess Corporation January 2007 - Present
Skills
Investments, 401k, Financial Services, Pensions, Customer Service, Employee Benefits, Retirement
Education
University of Mobile
Brian Kearney's DailyAccess Corporation Experience 2007 - 2011
Job Regional Retirement Sales at Guardian Life
Industry Financial Services
Experience
Guardian Life 2015 - Present
The Entrust Group 2012 - 2015
DailyAccess Corporation 2007 - 2011
Columbia Management 2005 - 2007
Putnam Investments 1999 - 2005
Skills
401k, Mutual Funds, Retirement, Series 7, Series 63, Series 6, Financial Advisory, Asset Management, Defined Benefit, Business Development, Investment Strategies, AIF, PPC, Self Directed IRA, Cash Balance, 403 b, TPA, Variable Annuities, Uniform Combined State..., Investment Advisory, Investments, Fixed Annuities, Wealth Management, ETFs, Pensions, series 66, Private Equity Funding, Hedge Funds, Alternative Investments, Retirement Planning
Education
The Catholic University of America 1995 — 1999
Financial Management
Guardian Life 2015 - Present
The Entrust Group 2012 - 2015
DailyAccess Corporation 2007 - 2011
Columbia Management 2005 - 2007
Putnam Investments 1999 - 2005
Skills
401k, Mutual Funds, Retirement, Series 7, Series 63, Series 6, Financial Advisory, Asset Management, Defined Benefit, Business Development, Investment Strategies, AIF, PPC, Self Directed IRA, Cash Balance, 403 b, TPA, Variable Annuities, Uniform Combined State..., Investment Advisory, Investments, Fixed Annuities, Wealth Management, ETFs, Pensions, series 66, Private Equity Funding, Hedge Funds, Alternative Investments, Retirement Planning
Education
The Catholic University of America 1995 — 1999
Financial Management
Michael Langworthy's DailyAccess Corporation Experience April 2003 - April 2008
Job 401k Administration
Industry Financial Services
Experience
Verizon Wireless August 2009 - Present
DailyAccess Corporation April 2003 - April 2008
Skills
Negotiation, Sales Management, Call Centers, Customer Service, Microsoft Office, Customer Satisfaction, 401k
Education
Spring Hill College 1990 — 1994
Bachelor of Arts (BA), English Language and Literature, General
Murphy High School 1986 — 1990
Diploma
Verizon Wireless August 2009 - Present
DailyAccess Corporation April 2003 - April 2008
Skills
Negotiation, Sales Management, Call Centers, Customer Service, Microsoft Office, Customer Satisfaction, 401k
Education
Spring Hill College 1990 — 1994
Bachelor of Arts (BA), English Language and Literature, General
Murphy High School 1986 — 1990
Diploma
Ross Plumberg's DailyAccess Corporation Experience April 2014 - Present
Job Director, Business Development at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation April 2014 - Present
Great-West Financial July 2011 - April 2014
Nationwide Financial 2005 - July 2011
Skills
Retirement Planning
Education
University of Missouri-Columbia 1996 — 2001
DailyAccess Corporation April 2014 - Present
Great-West Financial July 2011 - April 2014
Nationwide Financial 2005 - July 2011
Skills
Retirement Planning
Education
University of Missouri-Columbia 1996 — 2001
Mims Hillis's DailyAccess Corporation Experience 1998 - 2002
Job Professional Fiduciary
Industry Investment Management
Experience
MillenniuM Investment & Retirement Advisors, LLC 2008 - Present
WebSourced 2005 - 2005
DailyAccess Corporation 1998 - 2002
Morgan Stanley 1993 - 1998
Education
The University of Georgia
MillenniuM Investment & Retirement Advisors, LLC 2008 - Present
WebSourced 2005 - 2005
DailyAccess Corporation 1998 - 2002
Morgan Stanley 1993 - 1998
Education
The University of Georgia
Brent Griffin's DailyAccess Corporation Experience June 2008 - October 2009
Job Compliance Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group October 2009 - Present
DailyAccess Corporation June 2008 - October 2009
Skills
401k, FINRA, Defined Contribution, ERISA, Defined Benefit, Qualified Retirement...
Education
University of South Alabama 2003 — 2008
Business Administration, Finance
The Newport Group October 2009 - Present
DailyAccess Corporation June 2008 - October 2009
Skills
401k, FINRA, Defined Contribution, ERISA, Defined Benefit, Qualified Retirement...
Education
University of South Alabama 2003 — 2008
Business Administration, Finance
Cherie Shelton's DailyAccess Corporation Experience July 2001 - September 2013
Job Corporate Sales Trainer at First Financial Group of America
Industry Insurance
Experience
First Financial Group of America September 2013 - Present
DailyAccess Corporation July 2001 - September 2013
Skills
Employee Benefits, Retirement, Insurance, Investment Advisory, Pensions, Investments, Strategic Planning, Retirement Planning, Health Insurance, Fixed Annuities, 401k, Sales, Financial Services, Benefits Administration, ERISA, Leadership, Strategic Financial..., Relationship Management, Mutual Funds, Coaching
Education
Texas Tech University 1992 — 1996
First Financial Group of America September 2013 - Present
DailyAccess Corporation July 2001 - September 2013
Skills
Employee Benefits, Retirement, Insurance, Investment Advisory, Pensions, Investments, Strategic Planning, Retirement Planning, Health Insurance, Fixed Annuities, 401k, Sales, Financial Services, Benefits Administration, ERISA, Leadership, Strategic Financial..., Relationship Management, Mutual Funds, Coaching
Education
Texas Tech University 1992 — 1996
Daniel Hofmann's DailyAccess Corporation Experience July 2009 - November 2010
Job Retirement Plan Consultant at Cetera Financial Institutions
Industry Financial Services
Experience
Cetera Financial Institutions May 2013 - Present
Channel Financial February 2011 - May 2013
DailyAccess Corporation July 2009 - November 2010
Lincoln National March 2008 - April 2009
Ceridian Retirement Plan Services/The Newport Group June 2001 - March 2008
Cigna Retirement Plan Services May 2000 - May 2001
Paine Webber 1995 - 2000
Skills
401k, ERISA, Retirement Planning, Investments, Defined Contribution, Investment Strategies, Employee Benefits, Investment Advisory, Wealth Management, Defined Benefit, Benefits Administration
Education
University of Minnesota-Twin Cities 1983 — 1987
BA, Economics
Cretin High School 1976 — 1980
Cetera Financial Institutions May 2013 - Present
Channel Financial February 2011 - May 2013
DailyAccess Corporation July 2009 - November 2010
Lincoln National March 2008 - April 2009
Ceridian Retirement Plan Services/The Newport Group June 2001 - March 2008
Cigna Retirement Plan Services May 2000 - May 2001
Paine Webber 1995 - 2000
Skills
401k, ERISA, Retirement Planning, Investments, Defined Contribution, Investment Strategies, Employee Benefits, Investment Advisory, Wealth Management, Defined Benefit, Benefits Administration
Education
University of Minnesota-Twin Cities 1983 — 1987
BA, Economics
Cretin High School 1976 — 1980
A. J. Bowab's DailyAccess Corporation Experience January 2003 - May 2009
Job .
Industry Accounting
Experience
Employee Fiduciary Corporation April 2011 - June 2015
DailyAccess Corporation January 2003 - May 2009
Southern United Fire Insurance Company August 1994 - January 2003
Skills
Financial Reporting, Insurance, 401k, Employee Benefits, Auditing, Due Diligence, Mergers & Acquisitions, Finance, Accounting, Financial Statements, Investments, General Ledger, Microsoft Excel, Financial Analysis, Retirement
Education
University of South Alabama 1975 — 1976
MBA, Accounting
University of Alabama 1969 — 1973
BS, Marketing
Employee Fiduciary Corporation April 2011 - June 2015
DailyAccess Corporation January 2003 - May 2009
Southern United Fire Insurance Company August 1994 - January 2003
Skills
Financial Reporting, Insurance, 401k, Employee Benefits, Auditing, Due Diligence, Mergers & Acquisitions, Finance, Accounting, Financial Statements, Investments, General Ledger, Microsoft Excel, Financial Analysis, Retirement
Education
University of South Alabama 1975 — 1976
MBA, Accounting
University of Alabama 1969 — 1973
BS, Marketing
Dale Essenmacher's DailyAccess Corporation Experience November 2006 - Present
Job Executive Director, DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation November 2006 - Present
Daily Access Corporation February 2000 - November 2006
Skills
Retirement, Series 7, ERISA, Investments, 401k, Insurance, ETFs, Series 6, Uniform Combined State..., Defined Benefit, Fixed Annuities, Retirement Plan..., Retirement Planning, Employee Benefits, Investment Advisory, FINRA, Benefits Administration, Leadership, Variable Annuities, Business Development, Asset Allocation, Analysis, Financial Services, Mutual Funds, Sales Management, Financial Advisory, Sales Presentations, Sales Operations, Securities, Wealth Management, Defined Contribution, Strategy, Pensions, Selling, Investment Strategies, Relationship Management, IRAs, Sales, Series 65, Strategic Financial..., Series 63, Marketing, Mergers & Acquisitions, Series 24, Life Insurance, Profit Sharing, 401k Rollovers, Asset Management, Health Insurance, Investment Management
Education
Oakland University 1988 — 1991
Bachelor of Science (BS), Finance and Financial Management Services, 3.5
Center Line High School 1984 — 1987
Diploma, general studies
DailyAccess Corporation November 2006 - Present
Daily Access Corporation February 2000 - November 2006
Skills
Retirement, Series 7, ERISA, Investments, 401k, Insurance, ETFs, Series 6, Uniform Combined State..., Defined Benefit, Fixed Annuities, Retirement Plan..., Retirement Planning, Employee Benefits, Investment Advisory, FINRA, Benefits Administration, Leadership, Variable Annuities, Business Development, Asset Allocation, Analysis, Financial Services, Mutual Funds, Sales Management, Financial Advisory, Sales Presentations, Sales Operations, Securities, Wealth Management, Defined Contribution, Strategy, Pensions, Selling, Investment Strategies, Relationship Management, IRAs, Sales, Series 65, Strategic Financial..., Series 63, Marketing, Mergers & Acquisitions, Series 24, Life Insurance, Profit Sharing, 401k Rollovers, Asset Management, Health Insurance, Investment Management
Education
Oakland University 1988 — 1991
Bachelor of Science (BS), Finance and Financial Management Services, 3.5
Center Line High School 1984 — 1987
Diploma, general studies
Jamie Kertis's DailyAccess Corporation Experience October 2008 - Present
Job Senior Retirement Plan Specialist at DailyAccess Corporation
Industry
Experience
DailyAccess Corporation October 2008 - Present
Morgan Stanley Smith Barney September 2006 - October 2008
Education
University of Southern Mississippi 1999 — 2003
Bachelor of Science, Psychology and Business
DailyAccess Corporation October 2008 - Present
Morgan Stanley Smith Barney September 2006 - October 2008
Education
University of Southern Mississippi 1999 — 2003
Bachelor of Science, Psychology and Business
Karen Shiver's DailyAccess Corporation Experience January 2010 - Present
Job Retirement Services Professional
Industry Accounting
Experience
DailyAccess Corporation January 2010 - Present
Regions Morgan Keegan Trust June 1999 - January 2010
Skills
Customer Service, Accounting, Business Analysis, Process Improvement, Microsoft Excel, Retail Banking, Software Project..., Strategic Planning, 401k, Financial Analysis, Employee Benefits, Project Management, Financial Services, Microsoft Office, Business Planning, Team Leadership, Pensions, Risk Management, Investments, Retirement, Banking
Education
University of South Alabama 1994 — 1999
Bachelor of Science, Accounting, Russian
Alabama School of Mathematics and Science 1992 — 1994
DailyAccess Corporation January 2010 - Present
Regions Morgan Keegan Trust June 1999 - January 2010
Skills
Customer Service, Accounting, Business Analysis, Process Improvement, Microsoft Excel, Retail Banking, Software Project..., Strategic Planning, 401k, Financial Analysis, Employee Benefits, Project Management, Financial Services, Microsoft Office, Business Planning, Team Leadership, Pensions, Risk Management, Investments, Retirement, Banking
Education
University of South Alabama 1994 — 1999
Bachelor of Science, Accounting, Russian
Alabama School of Mathematics and Science 1992 — 1994
Emily Shedd, MA, PMP's DailyAccess Corporation Experience October 2008 - April 2009
Job Marketing and Project Management Professional
Industry Public Relations and Communications
Experience
Parks Associates December 2014 - Present
CoStar Group February 2011 - June 2014
CoStar Group October 2010 - February 2011
United States Senate May 2010 - September 2010
Dentaid Dental Clinic December 2009 - May 2010
DailyAccess Corporation October 2008 - April 2009
Skills
Email Marketing, Direct Marketing, Marketing Communications, Market Research, Event Planning, Integrated Marketing, Marketing, Strategic Planning, Management, Online Advertising, SaaS Marketing, Budgets, Project Management, Program Management, Negotiation, Vendor Management, Direct Mail, Time Management, Lead Generation, B2B, Online Marketing, Web Development, Social Media Marketing, Editing, Public Relations, Sales, Internal Communications, Creative Direction, Sales Operations, PowerPoint, Printed Collateral..., Budget Analysis, Marketing Material..., Vendor Relations, Customer Relations, Organizational..., Print Production Process, Price Negotiation, Photography, Quote Analysis, Strategic Communications, Leadership, Advertising, Corporate Communications, Community Outreach, Product Marketing, Adobe Illustrator
Education
University of South Alabama 2008 — 2010
MA, Communications
University of South Alabama 2005 — 2007
BA, English
Birmingham-Southern College 2002 — 2005
BA, English
Parks Associates December 2014 - Present
CoStar Group February 2011 - June 2014
CoStar Group October 2010 - February 2011
United States Senate May 2010 - September 2010
Dentaid Dental Clinic December 2009 - May 2010
DailyAccess Corporation October 2008 - April 2009
Skills
Email Marketing, Direct Marketing, Marketing Communications, Market Research, Event Planning, Integrated Marketing, Marketing, Strategic Planning, Management, Online Advertising, SaaS Marketing, Budgets, Project Management, Program Management, Negotiation, Vendor Management, Direct Mail, Time Management, Lead Generation, B2B, Online Marketing, Web Development, Social Media Marketing, Editing, Public Relations, Sales, Internal Communications, Creative Direction, Sales Operations, PowerPoint, Printed Collateral..., Budget Analysis, Marketing Material..., Vendor Relations, Customer Relations, Organizational..., Print Production Process, Price Negotiation, Photography, Quote Analysis, Strategic Communications, Leadership, Advertising, Corporate Communications, Community Outreach, Product Marketing, Adobe Illustrator
Education
University of South Alabama 2008 — 2010
MA, Communications
University of South Alabama 2005 — 2007
BA, English
Birmingham-Southern College 2002 — 2005
BA, English
Greg Langham's DailyAccess Corporation Experience February 2000 - September 2006
Job IT Solutions Manager at Alliance Communications Management
Industry Information Technology and Services
Experience
Alliance Communications Management July 2010 - Present
Kingsway America September 2006 - October 2010
DailyAccess Corporation February 2000 - September 2006
Skills
XML, Agile Methodologies, SDLC, Databases, Microsoft SQL Server, ClearQuest, Software Development, Software Project..., Java
Education
University of South Alabama 1996 — 2000
Bachelors, Computer and Information Science
Alliance Communications Management July 2010 - Present
Kingsway America September 2006 - October 2010
DailyAccess Corporation February 2000 - September 2006
Skills
XML, Agile Methodologies, SDLC, Databases, Microsoft SQL Server, ClearQuest, Software Development, Software Project..., Java
Education
University of South Alabama 1996 — 2000
Bachelors, Computer and Information Science
Christine Peluso's DailyAccess Corporation Experience May 2008 - Present
Job Sr. Account Executive at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation May 2008 - Present
Fidelity Investments August 1997 - April 2008
Skills
Financial Services, Retirement, Customer Service, Microsoft Excel, Mutual Funds, Employee Benefits, 401k, Investments, Relationship Management, Process Improvement, Retirement Planning, Financial Analysis
Education
Manchester Community College
DailyAccess Corporation May 2008 - Present
Fidelity Investments August 1997 - April 2008
Skills
Financial Services, Retirement, Customer Service, Microsoft Excel, Mutual Funds, Employee Benefits, 401k, Investments, Relationship Management, Process Improvement, Retirement Planning, Financial Analysis
Education
Manchester Community College
Kallie Woodruff, QKA's DailyAccess Corporation Experience April 2010 - December 2013
Job at
Industry Financial Services
Experience
Homemaker December 2013 - Present
DailyAccess Corporation April 2010 - December 2013
DailyAccess Corporation April 2010 - February 2011
Academy Sports + Outdoors October 2003 - April 2010
Cato Corporation August 2001 - October 2004
Skills
401k, Employee Benefits, Retirement, Mutual Funds, Fixed Annuities, Retirement Planning, Strategic Financial..., Pensions, Financial Services, Investments, Client Development, Relationship Management, ERISA, Alternative Investments, IRAs, Financial Analysis, Investment Strategies, Cross Selling, Securities, Defined Contribution
Education
University of South Alabama 2005 — 2009
Bachelor of Science in Business Administration, Marketing
University of South Alabama Mitchell College of Business
Bachelor of Applied Science (BASc), Marketing/Marketing Management, General
Homemaker December 2013 - Present
DailyAccess Corporation April 2010 - December 2013
DailyAccess Corporation April 2010 - February 2011
Academy Sports + Outdoors October 2003 - April 2010
Cato Corporation August 2001 - October 2004
Skills
401k, Employee Benefits, Retirement, Mutual Funds, Fixed Annuities, Retirement Planning, Strategic Financial..., Pensions, Financial Services, Investments, Client Development, Relationship Management, ERISA, Alternative Investments, IRAs, Financial Analysis, Investment Strategies, Cross Selling, Securities, Defined Contribution
Education
University of South Alabama 2005 — 2009
Bachelor of Science in Business Administration, Marketing
University of South Alabama Mitchell College of Business
Bachelor of Applied Science (BASc), Marketing/Marketing Management, General
Wendy Huynh, QKA's DailyAccess Corporation Experience July 2012 - March 2014
Job Financial Planning Associate
Industry Investment Management
Experience
Yeomans Consulting Group March 2014 - Present
DailyAccess Corporation July 2012 - March 2014
DailyAccess Corporation August 2010 - July 2012
RBC Bank November 2009 - August 2010
RBC Bank September 2008 - November 2009
Regions Financial Corporation September 2007 - September 2008
Toys R Us April 2005 - September 2007
Skills
Qualified Retirement..., Individual Client..., Conflict Resolution, Client Relationship..., Consumer Lending, Team Leadership, Research, Cross Selling, Microsoft Office, Excel, Retail Banking, Microsoft CRM, Microsoft Excel, 401k, Pensions, Financial Services, Relationship Management, Retirement, Finance, Investments, Retirement Planning, Mutual Funds, Financial Analysis, Defined Contribution
Education
University of South Alabama 2005 — 2009
Business Administration, Finance
Yeomans Consulting Group March 2014 - Present
DailyAccess Corporation July 2012 - March 2014
DailyAccess Corporation August 2010 - July 2012
RBC Bank November 2009 - August 2010
RBC Bank September 2008 - November 2009
Regions Financial Corporation September 2007 - September 2008
Toys R Us April 2005 - September 2007
Skills
Qualified Retirement..., Individual Client..., Conflict Resolution, Client Relationship..., Consumer Lending, Team Leadership, Research, Cross Selling, Microsoft Office, Excel, Retail Banking, Microsoft CRM, Microsoft Excel, 401k, Pensions, Financial Services, Relationship Management, Retirement, Finance, Investments, Retirement Planning, Mutual Funds, Financial Analysis, Defined Contribution
Education
University of South Alabama 2005 — 2009
Business Administration, Finance
Pam Kotis, ERPA, QPA, QKA's DailyAccess Corporation Experience Director, ComplianceDailyAccess Corporation2012 - Present
Job Director, Compliance at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation Director, ComplianceDailyAccess Corporation2012 - Present
Skills
ERISA, Pensions, Retirement, Employee Benefits, 401k
Education
University of South Alabama 1978 — 1983
Bachelor of Fine Arts (BFA), Commercial Design
DailyAccess Corporation Director, ComplianceDailyAccess Corporation2012 - Present
Skills
ERISA, Pensions, Retirement, Employee Benefits, 401k
Education
University of South Alabama 1978 — 1983
Bachelor of Fine Arts (BFA), Commercial Design
Kevin Malpas's DailyAccess Corporation Experience August 2006 - February 2008
Job Risk Manager at Alabama State Port Authority
Industry Law Enforcement
Experience
Alabama State Port Authority February 2008 - Present
DailyAccess Corporation August 2006 - February 2008
The American Equity Underwriters, Inc June 2001 - August 2006
Inchcape Shipping Services February 1992 - June 2001
Learning Tree International 1997 - 1997
Skills
Risk Management, Excel, Insurance, Microsoft Office, PowerPoint, Negotiation, Strategic Planning, Financial Analysis, Forecasting, Pricing, Customer Service, Account Management, Customer Relations, Contract Negotiation, Financial Management, Process Improvement, Problem Solving
Education
University of Alabama 1982 — 1986
Corporate Finance, Finance and Marketing
alan johnson
Alabama State Port Authority February 2008 - Present
DailyAccess Corporation August 2006 - February 2008
The American Equity Underwriters, Inc June 2001 - August 2006
Inchcape Shipping Services February 1992 - June 2001
Learning Tree International 1997 - 1997
Skills
Risk Management, Excel, Insurance, Microsoft Office, PowerPoint, Negotiation, Strategic Planning, Financial Analysis, Forecasting, Pricing, Customer Service, Account Management, Customer Relations, Contract Negotiation, Financial Management, Process Improvement, Problem Solving
Education
University of Alabama 1982 — 1986
Corporate Finance, Finance and Marketing
alan johnson
Kevin Cooksey's DailyAccess Corporation Experience December 2013 - December 2014
Job Reducing employer health plan costs with onsite primary care health centers & data analytics
Industry Health, Wellness and Fitness
Experience
WeCare TLC March 2015 - Present
DailyAccess Corporation December 2013 - December 2014
Employee Benefit Strategies Group August 2013 - December 2013
Gallagher Benefit Services July 1994 - April 2013
Travelers January 1988 - July 1994
Skills
Employee Benefits, Insurance, Strategy, Self-funded, Managed Care, Health Insurance, Strategic Planning, Brokers, Management, Claim, Underwriting, Workers Compensation, Captives, Health Savings Accounts, Life Insurance, Disability Insurance, Term Life Insurance, Executive Management, New Business Development, Sales, Account Management, Analysis, Leadership, Health Care Reform, Health Policy, Long-term Care, Sales Operations, Financial Analysis, Group Medical, Professional Liability, Property & Casualty..., Sales Management
Education
Austin College 1985 — 1987
BA, Business
The University of Texas at Austin 1983 — 1985
Petroleum Engineering
WeCare TLC March 2015 - Present
DailyAccess Corporation December 2013 - December 2014
Employee Benefit Strategies Group August 2013 - December 2013
Gallagher Benefit Services July 1994 - April 2013
Travelers January 1988 - July 1994
Skills
Employee Benefits, Insurance, Strategy, Self-funded, Managed Care, Health Insurance, Strategic Planning, Brokers, Management, Claim, Underwriting, Workers Compensation, Captives, Health Savings Accounts, Life Insurance, Disability Insurance, Term Life Insurance, Executive Management, New Business Development, Sales, Account Management, Analysis, Leadership, Health Care Reform, Health Policy, Long-term Care, Sales Operations, Financial Analysis, Group Medical, Professional Liability, Property & Casualty..., Sales Management
Education
Austin College 1985 — 1987
BA, Business
The University of Texas at Austin 1983 — 1985
Petroleum Engineering
Monica Smithart's DailyAccess Corporation Experience January 1999 - October 2009
Job Owner at Little Creek Stables L.L.C.
Industry Information Technology and Services
Experience
Little Creek Stables L.L.C. September 2012 - Present
DailyAccess Corporation January 1999 - October 2009
Graphic Fixes January 1999 - January 1999
HARCO January 1993 - January 1995
Skills
Windows Server, XP, Troubleshooting, VPN, Technical Support, Servers, Networking, Hardware, SharePoint, Help Desk Support, System Deployment, Customer Service, Blackberry Enterprise..., WAN, Printers, Software Installation, Laptops, Microsoft SQL Server, Management, Windows XP
Education
University of South Alabama 2015 — 2016
Medical Billing and Coding
Southeast College of Technology 1998 — 2000
Associates Degree, Electronic Engineering Technology
Little Creek Stables L.L.C. September 2012 - Present
DailyAccess Corporation January 1999 - October 2009
Graphic Fixes January 1999 - January 1999
HARCO January 1993 - January 1995
Skills
Windows Server, XP, Troubleshooting, VPN, Technical Support, Servers, Networking, Hardware, SharePoint, Help Desk Support, System Deployment, Customer Service, Blackberry Enterprise..., WAN, Printers, Software Installation, Laptops, Microsoft SQL Server, Management, Windows XP
Education
University of South Alabama 2015 — 2016
Medical Billing and Coding
Southeast College of Technology 1998 — 2000
Associates Degree, Electronic Engineering Technology
Samantha Pollock's DailyAccess Corporation Experience November 2014 - Present
Job Operations Specialist II at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation November 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking, Budgets, Editing, Retail, Sales, Market Research, Data Analysis, Teamwork, Data Entry, Inventory Management, Access, Inventory Control, Administration, Cashiering, Retail Sales, SAP, Invoicing
Education
University of South Alabama 2011 — 2015
Bachelor's degree, Accounting and Finance
DailyAccess Corporation November 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking, Budgets, Editing, Retail, Sales, Market Research, Data Analysis, Teamwork, Data Entry, Inventory Management, Access, Inventory Control, Administration, Cashiering, Retail Sales, SAP, Invoicing
Education
University of South Alabama 2011 — 2015
Bachelor's degree, Accounting and Finance
Jenny Pilkanis's DailyAccess Corporation Experience March 2012 - Present
Job Sales Support at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation March 2012 - Present
Skills
ERISA, Banking, Defined Contribution, Investment Advisory, Wealth Management, Microsoft Office, Retirement Planning, 401k, Retirement, Employee Benefits, Asset Allocation, Strategic Financial..., Defined Benefit, Pensions
Education
University of South Alabama 2009 — 2014
DailyAccess Corporation March 2012 - Present
Skills
ERISA, Banking, Defined Contribution, Investment Advisory, Wealth Management, Microsoft Office, Retirement Planning, 401k, Retirement, Employee Benefits, Asset Allocation, Strategic Financial..., Defined Benefit, Pensions
Education
University of South Alabama 2009 — 2014
Dalton Orwig's DailyAccess Corporation Experience May 2012 - Present
Job Sales Support at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation May 2012 - Present
Education
University of South Alabama 2011 — 2013
Bachelor's degree, Broadcast Journalism, Junior
Troy University 2009 — 2011
DailyAccess Corporation May 2012 - Present
Education
University of South Alabama 2011 — 2013
Bachelor's degree, Broadcast Journalism, Junior
Troy University 2009 — 2011
Christi Berry's DailyAccess Corporation Experience June 2009 - January 2013
Job Sr. Programmer Analyst at Mobile Infirmary Medical Center
Industry Financial Services
Experience
Mobile Infirmary Medical Center March 2013 - Present
DailyAccess Corporation June 2009 - January 2013
Software Technology International September 2006 - June 2009
Mobile County Public School System November 2005 - September 2006
CSI Technology Outfitters - McAleer Software August 2001 - November 2005
Boise Inc. August 1997 - August 2001
McMillian Bloedel June 1996 - August 1997
Regions Financial Corporation January 1994 - March 1996
Education
Troy State University 1990 — 1993
Bachelor's degree, Computer Science
Mobile Infirmary Medical Center March 2013 - Present
DailyAccess Corporation June 2009 - January 2013
Software Technology International September 2006 - June 2009
Mobile County Public School System November 2005 - September 2006
CSI Technology Outfitters - McAleer Software August 2001 - November 2005
Boise Inc. August 1997 - August 2001
McMillian Bloedel June 1996 - August 1997
Regions Financial Corporation January 1994 - March 1996
Education
Troy State University 1990 — 1993
Bachelor's degree, Computer Science
Hazelwood Laura's DailyAccess Corporation Experience October 2007 - Present
Job Relationship Manager at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation October 2007 - Present
AmSouth Bank September 1981 - October 2007
Skills
Mutual Funds, Relationship Management, Financial Services, Investments, 401k, Retirement, Retirement Planning, Series 63, Pensions, Credit Analysis, Investment Advisory, Wealth Management, Cross Selling, Retail Banking, Banking, Financial Analysis, Asset Allocation
Education
University of South Alabama 1973 — 1977
B.A., Music
Davidson High School
DailyAccess Corporation October 2007 - Present
AmSouth Bank September 1981 - October 2007
Skills
Mutual Funds, Relationship Management, Financial Services, Investments, 401k, Retirement, Retirement Planning, Series 63, Pensions, Credit Analysis, Investment Advisory, Wealth Management, Cross Selling, Retail Banking, Banking, Financial Analysis, Asset Allocation
Education
University of South Alabama 1973 — 1977
B.A., Music
Davidson High School
Haylie McMullen's DailyAccess Corporation Experience August 2007 - Present
Job Operations Specialist at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation August 2007 - Present
Providence Hospital December 2006 - August 2007
Victoria's Secret November 2003 - December 2006
Skills
Mutual Funds, 401k, Investments, Microsoft Excel, Customer Service, Retirement, Financial Services, Relationship Management, Process Improvement
Education
University of South Alabama 2002 — 2007
Communication and Media Studies
University of Montevallo 2002 — 2003
DailyAccess Corporation August 2007 - Present
Providence Hospital December 2006 - August 2007
Victoria's Secret November 2003 - December 2006
Skills
Mutual Funds, 401k, Investments, Microsoft Excel, Customer Service, Retirement, Financial Services, Relationship Management, Process Improvement
Education
University of South Alabama 2002 — 2007
Communication and Media Studies
University of Montevallo 2002 — 2003
Shon Marshall's DailyAccess Corporation Experience June 2009 - Present
Job Programmer/Business Analyst at DailyAccess Corporation
Industry Financial Services
Joe Duke's DailyAccess Corporation Experience March 2010 - Present
Job System Administrator at DailyAccess Corporation
Industry Information Technology and Services
Experience
DailyAccess Corporation March 2010 - Present
Evonik November 1997 - February 2010
Skills
Microsoft SQL Server, SQL, Technical Support, Networking, HTML, Windows Server, Active Directory, DNS, VMware, Databases, Servers, Windows XP, Project Management, Disaster Recovery, Network Administration, Windows 7, System Administration, Operating Systems, IIS
Education
University of South Alabama 1993 — 1998
BS, Geographic Information Science and Cartography
DailyAccess Corporation March 2010 - Present
Evonik November 1997 - February 2010
Skills
Microsoft SQL Server, SQL, Technical Support, Networking, HTML, Windows Server, Active Directory, DNS, VMware, Databases, Servers, Windows XP, Project Management, Disaster Recovery, Network Administration, Windows 7, System Administration, Operating Systems, IIS
Education
University of South Alabama 1993 — 1998
BS, Geographic Information Science and Cartography
Michael Wojtaszek's DailyAccess Corporation Experience
Job Executive Director at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation
Skills
Accounting, Financial Services, Sales, Senior Management
Education
Aquinas College
Master's degree, Accounting and Business/Management, 3.95
DailyAccess Corporation
Skills
Accounting, Financial Services, Sales, Senior Management
Education
Aquinas College
Master's degree, Accounting and Business/Management, 3.95
JoAnna Herring's DailyAccess Corporation Experience July 2012 - Present
Job Operations Manager at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation July 2012 - Present
DailyAccess Corporation May 2007 - July 2012
Education
University of South Alabama 2003 — 2007
Bachelor of Science, Finance
DailyAccess Corporation July 2012 - Present
DailyAccess Corporation May 2007 - July 2012
Education
University of South Alabama 2003 — 2007
Bachelor of Science, Finance