Invesmart, Inc.
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Invesmart, Inc. Employees
Employee
Years
Job
Industry
Scott Cameron, CFA Scott Cameron, CFA's Invesmart, Inc. Experience June 2002 - October 2003
Job Principal at Multnomah Group, Inc.
Industry Financial Services
Experience
Multnomah Group, Inc. November 2003 - Present
Invesmart, Inc. June 2002 - October 2003
Skills
Retirement Plan..., Defined Benefit, ERISA, 401k, Pensions, Retirement, Profit Sharing, Defined Contribution, Series 63, Retirement Planning, Investment Advisory, Asset Allocation, Investment Strategies, Mutual Funds, Qualified Retirement..., Investment Management, Series 7
Education
Purdue University 1998 — 2002
BS, Management
Multnomah Group, Inc. November 2003 - Present
Invesmart, Inc. June 2002 - October 2003
Skills
Retirement Plan..., Defined Benefit, ERISA, 401k, Pensions, Retirement, Profit Sharing, Defined Contribution, Series 63, Retirement Planning, Investment Advisory, Asset Allocation, Investment Strategies, Mutual Funds, Qualified Retirement..., Investment Management, Series 7
Education
Purdue University 1998 — 2002
BS, Management
Robert Luebs Robert Luebs's Invesmart, Inc. Experience January 2000 - April 2002
Job Manager, AWD User Administration at ICMARC
Industry Financial Services
Experience
ICMA-RC June 2014 - Present
Verisight, Inc July 2012 - June 2014
Verisight, Inc March 2011 - July 2012
NextStep Defined Contribution, Inc. April 2009 - March 2011
BenefitStreet April 2002 - April 2009
Invesmart, Inc. January 2000 - April 2002
Skills
401k, Pensions, Retirement, Mutual Funds, Investments, Accounting, Customer Service, Financial Advisory, Financial Services, AWD, BPMN, SQL, Crystal Reports, Financial Reporting, Retirement Plan..., Microsoft Office, Photoshop, Adobe Acrobat, Visio, 10 Key, Qualified Retirement..., Profit Sharing, Microsoft Excel, Data Analysis, Outlook, Analysis, FINRA
Education
Ohlone College 2007 — 2011
Accounting
ICMA-RC June 2014 - Present
Verisight, Inc July 2012 - June 2014
Verisight, Inc March 2011 - July 2012
NextStep Defined Contribution, Inc. April 2009 - March 2011
BenefitStreet April 2002 - April 2009
Invesmart, Inc. January 2000 - April 2002
Skills
401k, Pensions, Retirement, Mutual Funds, Investments, Accounting, Customer Service, Financial Advisory, Financial Services, AWD, BPMN, SQL, Crystal Reports, Financial Reporting, Retirement Plan..., Microsoft Office, Photoshop, Adobe Acrobat, Visio, 10 Key, Qualified Retirement..., Profit Sharing, Microsoft Excel, Data Analysis, Outlook, Analysis, FINRA
Education
Ohlone College 2007 — 2011
Accounting
Cathy Helegda Cathy Helegda's Invesmart, Inc. Experience December 1999 - November 2000
Job Senior Secretary & Doctoral Coordinator at Robert Morris University
Industry Higher Education
Experience
Robert Morris University March 2011 - Present
Children's Hospital of Pittsburgh March 2009 - March 2011
VHA Pennsylvania January 2006 - March 2009
VHA Pennsylvania November 2000 - December 2005
Invesmart, Inc. December 1999 - November 2000
Altegra Credit Company (a subsidiary of National City Corporation) July 1997 - December 1999
Altegra Credit Company (a subsidiary of National City Corporation) May 1995 - June 1997
Integra Financial Corporation (merged into National City Corporation) June 1989 - May 1995
Westinghouse Electric Supply Company (WESCO) January 1985 - May 1989
Monongahela Valley Hospital, Inc. January 1984 - January 1985
Skills
Event Planning, Microsoft Office, Organization, Keen Listener, Highly detail oriented, Calendar Planning, Meeting Scheduling, Team Building, Project Planning, Office Administration, Spreadsheets, Office Management, Time Management, Administration, Administrative..., Data Entry, Administrative..., Community Outreach, Microsoft Excel, PowerPoint, Leadership, Public Speaking, Research, Microsoft Word, Higher Education, Customer Service
Education
Robert Morris University 1980 — 1982
Associate's Degree, Administrative Assistant and Secretarial Science, General, 3.8 Magna Cum Laude
Robert Morris University March 2011 - Present
Children's Hospital of Pittsburgh March 2009 - March 2011
VHA Pennsylvania January 2006 - March 2009
VHA Pennsylvania November 2000 - December 2005
Invesmart, Inc. December 1999 - November 2000
Altegra Credit Company (a subsidiary of National City Corporation) July 1997 - December 1999
Altegra Credit Company (a subsidiary of National City Corporation) May 1995 - June 1997
Integra Financial Corporation (merged into National City Corporation) June 1989 - May 1995
Westinghouse Electric Supply Company (WESCO) January 1985 - May 1989
Monongahela Valley Hospital, Inc. January 1984 - January 1985
Skills
Event Planning, Microsoft Office, Organization, Keen Listener, Highly detail oriented, Calendar Planning, Meeting Scheduling, Team Building, Project Planning, Office Administration, Spreadsheets, Office Management, Time Management, Administration, Administrative..., Data Entry, Administrative..., Community Outreach, Microsoft Excel, PowerPoint, Leadership, Public Speaking, Research, Microsoft Word, Higher Education, Customer Service
Education
Robert Morris University 1980 — 1982
Associate's Degree, Administrative Assistant and Secretarial Science, General, 3.8 Magna Cum Laude
Margaret Loria Margaret Loria's Invesmart, Inc. Experience 2000 - 2007
Job Principal at INNOVA BENEFIT Services, LLC
Industry Financial Services
Experience
INNOVA BENEFIT Services, LLC August 2009 - Present
The Standard 2007 - 2009
Invesmart, Inc. 2000 - 2007
Skills
Employee Benefits, Customer Service, Strategic Planning, Retirement Planning, Benefits Administration, Insurance, Account Management, Defined Benefit, Leadership, 401k, HRIS, Pensions, Flexible Spending..., Health Insurance, COBRA, Health Savings Accounts, ERISA, Brokers, Long-term Care, Life Insurance, Retirement
Education
Robert Morris University
mark sommers
INNOVA BENEFIT Services, LLC August 2009 - Present
The Standard 2007 - 2009
Invesmart, Inc. 2000 - 2007
Skills
Employee Benefits, Customer Service, Strategic Planning, Retirement Planning, Benefits Administration, Insurance, Account Management, Defined Benefit, Leadership, 401k, HRIS, Pensions, Flexible Spending..., Health Insurance, COBRA, Health Savings Accounts, ERISA, Brokers, Long-term Care, Life Insurance, Retirement
Education
Robert Morris University
mark sommers
Rhonda Henry's Invesmart, Inc. Experience August 2003 - August 2006
Job Account Manager at Retirement Management Services
Industry Financial Services
Experience
Standard Retirement Services, Inc. September 2006 - July 2009
Invesmart, Inc. August 2003 - August 2006
Invesmart, Inc. April 2001 - July 2003
Benefit Actuaries, Inc. January 1994 - March 2001
Hatton, Todvine & Co., PSC September 1986 - January 1994
Skills
Retirement, 401k, Plan Design, Pensions, Compliance, Retirement Plan..., Profit Sharing, Retirement Planning, Mutual Funds, Accounting, ERISA
Education
University of Louisville 1984 — 1986
BSBA, Accounting
Standard Retirement Services, Inc. September 2006 - July 2009
Invesmart, Inc. August 2003 - August 2006
Invesmart, Inc. April 2001 - July 2003
Benefit Actuaries, Inc. January 1994 - March 2001
Hatton, Todvine & Co., PSC September 1986 - January 1994
Skills
Retirement, 401k, Plan Design, Pensions, Compliance, Retirement Plan..., Profit Sharing, Retirement Planning, Mutual Funds, Accounting, ERISA
Education
University of Louisville 1984 — 1986
BSBA, Accounting
Hakim Alexander Siauw Hakim Alexander Siauw's Invesmart, Inc. Experience March 2003 - December 2005
Job Sr. Quality Assurance Specialist
Industry Financial Services
Experience
StanCorp Financial Group July 2009 - Present
Standard Retirement Services, Inc January 2006 - July 2009
Invesmart, Inc March 2003 - December 2005
Skills
Risk Management, Financial Modeling, Financial Analysis, Asset Managment, Process Improvement, Financial Reporting, Internal Controls, Financial Services, Coaching, Forecasting, Financial Accounting, Access, Finance
Education
Seattle University 2007 — 2009
Master, Business Administration; Financial Accounting and Strategic Business Management
University of Washington 2000 — 2002
Bachelor of Arts, Business Administration; Finance and Information Systems
StanCorp Financial Group July 2009 - Present
Standard Retirement Services, Inc January 2006 - July 2009
Invesmart, Inc March 2003 - December 2005
Skills
Risk Management, Financial Modeling, Financial Analysis, Asset Managment, Process Improvement, Financial Reporting, Internal Controls, Financial Services, Coaching, Forecasting, Financial Accounting, Access, Finance
Education
Seattle University 2007 — 2009
Master, Business Administration; Financial Accounting and Strategic Business Management
University of Washington 2000 — 2002
Bachelor of Arts, Business Administration; Finance and Information Systems
Kimberley Serina Kimberley Serina's Invesmart, Inc. Experience 2001 - 2006
Job Executive Secretary at UMASS Memorial Medical Center
Industry Financial Services
Experience
UMASS Memorial Medical Center February 2010 - Present
Standard Retirement Services, Inc. July 2006 - August 2009
Invesmart, Inc. 2001 - 2006
PENTAD Corporation November 1986 - July 2001
Webber Lumber October 1985 - October 1986
Workers Credit Union October 1982 - October 1985
Education
Fisher College 1989 — 1991
Associates, Business Administration
UMASS Memorial Medical Center February 2010 - Present
Standard Retirement Services, Inc. July 2006 - August 2009
Invesmart, Inc. 2001 - 2006
PENTAD Corporation November 1986 - July 2001
Webber Lumber October 1985 - October 1986
Workers Credit Union October 1982 - October 1985
Education
Fisher College 1989 — 1991
Associates, Business Administration
Marianne Leedy, CFP Marianne Leedy, CFP's Invesmart, Inc. Experience November 2002 - December 2003
Job Retired
Industry Financial Services
Experience
Retired April 2014 - Present
Financial Planning Association of Southern Arizona 2010 - Present
Raskob Kambourian Financial Advisors, Ltd June 2011 - April 2014
MVL Financial October 2007 - May 2011
Northern Pima County Chamber of Commerce 2010 - 2011
Financial Knowledge Network October 2006 - April 2010
TIAA-CREF January 2005 - October 2006
Invesmart, Inc November 2002 - December 2003
The Scarborough Group, Inc February 1997 - August 2002
Legg Mason September 1993 - December 1994
Skills
Wealth Accumulation, Wealth Accumulation..., Retirement Planning, Retirement, Wealth Management, Asset Allocation, IRAs, Mutual Funds, Investment Advisory, 401k, Estate Planning, Financial Advisory, Investments, Strategic Financial..., Personal Financial..., Wealth
Education
Chapman University
MA, Counseling
Western Michigan University
BA, Education
Retired April 2014 - Present
Financial Planning Association of Southern Arizona 2010 - Present
Raskob Kambourian Financial Advisors, Ltd June 2011 - April 2014
MVL Financial October 2007 - May 2011
Northern Pima County Chamber of Commerce 2010 - 2011
Financial Knowledge Network October 2006 - April 2010
TIAA-CREF January 2005 - October 2006
Invesmart, Inc November 2002 - December 2003
The Scarborough Group, Inc February 1997 - August 2002
Legg Mason September 1993 - December 1994
Skills
Wealth Accumulation, Wealth Accumulation..., Retirement Planning, Retirement, Wealth Management, Asset Allocation, IRAs, Mutual Funds, Investment Advisory, 401k, Estate Planning, Financial Advisory, Investments, Strategic Financial..., Personal Financial..., Wealth
Education
Chapman University
MA, Counseling
Western Michigan University
BA, Education
Mark Griffith, CPC, AIFA's Invesmart, Inc. Experience 2000 - 2003
Job Sr. V. P. Envestnet Retirement Solutions
Industry Financial Services
Experience
Envestnet Retirement Solutions February 2013 - Present
Asset Strategy Consultants- Boston May 2009 - Present
Invesmart, Inc. 2000 - 2003
Alliance Benefit Group of Pittsburgh 1976 - 1999
Skills
Retirement Plan..., Investments, Asset Allocation, Retirement Planning, Fiduciary Management, 401k, Retirement, Defined Benefit, Investment Advisory..., Fiduciary, Pensions, Financial Advisory, Wealth Management, ERISA, Mutual Funds, Investment Advisory
Education
The College of William and Mary - The Mason School of Business 1972 — 1976
BBA, Business
Envestnet Retirement Solutions February 2013 - Present
Asset Strategy Consultants- Boston May 2009 - Present
Invesmart, Inc. 2000 - 2003
Alliance Benefit Group of Pittsburgh 1976 - 1999
Skills
Retirement Plan..., Investments, Asset Allocation, Retirement Planning, Fiduciary Management, 401k, Retirement, Defined Benefit, Investment Advisory..., Fiduciary, Pensions, Financial Advisory, Wealth Management, ERISA, Mutual Funds, Investment Advisory
Education
The College of William and Mary - The Mason School of Business 1972 — 1976
BBA, Business
Lisa Keckler's Invesmart, Inc. Experience December 2003 - July 2006
Job VP & Relationship Manager, Institutional Retirement & Trust at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2011 - Present
ML&R Wealth Management/Maxwell Locke & Ritter October 2007 - December 2011
Standard Insurance Company July 2006 - October 2007
Invesmart, Inc. December 2003 - July 2006
Plan Data, Inc. and Invesmart, Inc. April 1998 - December 2003
Plan Data, Inc. June 1995 - April 1998
Plan Data, Inc. November 1992 - June 1995
RHL Architects June 1991 - September 1992
Skills
Retirement Plan..., Fiduciary, 401k, ERISA, Profit Sharing, Pensions, Defined Contribution, Employee Benefits, Qualified Retirement..., Financial Advisory, Retirement, Management, Retirement Planning, Investments, Financial Services, Investment Advisory
Education
University of Notre Dame 1987 — 1991
B.A. with honors, English and Philosophy
Wells Fargo December 2011 - Present
ML&R Wealth Management/Maxwell Locke & Ritter October 2007 - December 2011
Standard Insurance Company July 2006 - October 2007
Invesmart, Inc. December 2003 - July 2006
Plan Data, Inc. and Invesmart, Inc. April 1998 - December 2003
Plan Data, Inc. June 1995 - April 1998
Plan Data, Inc. November 1992 - June 1995
RHL Architects June 1991 - September 1992
Skills
Retirement Plan..., Fiduciary, 401k, ERISA, Profit Sharing, Pensions, Defined Contribution, Employee Benefits, Qualified Retirement..., Financial Advisory, Retirement, Management, Retirement Planning, Investments, Financial Services, Investment Advisory
Education
University of Notre Dame 1987 — 1991
B.A. with honors, English and Philosophy
Carol Manson Carol Manson's Invesmart, Inc. Experience January 2000 - July 2007
Job Vice President, Eastern Regional Services at Innova Benefit Services LLC
Industry Financial Services
Experience
Innova Benefit Services LLC August 2009 - Present
Standard Retirement Services July 2007 - August 2009
Invesmart, Inc. January 2000 - July 2007
Griffith & Bennett, Inc. 1981 - 1991
Skills
Employee Benefits, COBRA, Flexible Spending..., Cafeteria Plans, Benefit Communication, Benefits Administration
Education
Grove City College 1978 — 1981
B.A., Business Administration
Innova Benefit Services LLC August 2009 - Present
Standard Retirement Services July 2007 - August 2009
Invesmart, Inc. January 2000 - July 2007
Griffith & Bennett, Inc. 1981 - 1991
Skills
Employee Benefits, COBRA, Flexible Spending..., Cafeteria Plans, Benefit Communication, Benefits Administration
Education
Grove City College 1978 — 1981
B.A., Business Administration
Geralyn Jennette's Invesmart, Inc. Experience July 2001 - July 2002
Job Qualifications & Appeals Coordinator at The Rawlings Group
Industry Government Administration
Experience
The Rawlings Group January 2013 - Present
KY Dept for Disability Determinations July 2005 - January 2013
Southeast Christian Church January 2004 - August 2005
Circuit City July 2004 - January 2005
Video Monitoring Services August 2002 - January 2003
Invesmart, Inc July 2001 - July 2002
Humana October 1993 - June 2001
Skills
Proficient in Microsoft..., Proficient in Microsoft..., Proficient in Excel, Proficient in Outlook, Proficient in mainframe..., Proficient in..., Proficient in Writing, Proficient in Editing, Expansive knowledge of..., Expansive knowledge of..., Expansive knowledge of..., Outlook, Community Outreach, Customer Service, Employee Benefits, Healthcare, Microsoft Office, Nonprofits, Policy, Medicare, Microsoft Word, Process Improvement
Education
University of Louisville
BA, Communication
Presentation Academy 1983 — 1987
The Rawlings Group January 2013 - Present
KY Dept for Disability Determinations July 2005 - January 2013
Southeast Christian Church January 2004 - August 2005
Circuit City July 2004 - January 2005
Video Monitoring Services August 2002 - January 2003
Invesmart, Inc July 2001 - July 2002
Humana October 1993 - June 2001
Skills
Proficient in Microsoft..., Proficient in Microsoft..., Proficient in Excel, Proficient in Outlook, Proficient in mainframe..., Proficient in..., Proficient in Writing, Proficient in Editing, Expansive knowledge of..., Expansive knowledge of..., Expansive knowledge of..., Outlook, Community Outreach, Customer Service, Employee Benefits, Healthcare, Microsoft Office, Nonprofits, Policy, Medicare, Microsoft Word, Process Improvement
Education
University of Louisville
BA, Communication
Presentation Academy 1983 — 1987
Kent Frese, PhD Kent Frese, PhD's Invesmart, Inc. Experience January 2000 - October 2004
Job Managing Partner, TeamLMI
Industry Human Resources
Experience
TeamLMI June 2004 - Present
FactorFactory, LLC March 2014 - Present
Capella University July 2015 - Present
West Shore Country Club November 2012 - Present
Invesmart, Inc January 2000 - October 2004
Alliance Benefit Group January 1994 - December 1999
Skills
Talent Management, Succession Planning, Leadership Development, Employee Selection, Strategic Planning, Strategy Development, E-Learning, E-learning..., Employee Surveys, Executive Coaching, Culture Assessment, Family Business, Performance Appraisal, Performance Improvement, Personality Testing, 360 Feedback, Speaking Engagements, Entrepreneurship, Organizational..., Succession, Business Planning, Entrepreneur, Organizational..., Coaching, Change Management, Business Strategy, Management Consulting, Strategy, Performance Management, Public Speaking, Personal Development, Executive Development, Management Development, Small Business, Management, Leadership, Business Coaching, Employee Benefits, Nonprofits, Recruiting, Culture Change, Workshop Facilitation, Strategic Leadership, Organizational Design, Emotional Intelligence, Executive Management, Consulting, Career Development, Employee Training, Employee Engagement
Education
Capella University 2011 — 2015
Doctor of Philosophy (Ph.D.)
Villanova University 1983 — 1987
Bachelor of Engineering (BEng)
Penn State University 1990 — 1990
Capella University 2009 — 2011
Master of Science (MS)
TeamLMI June 2004 - Present
FactorFactory, LLC March 2014 - Present
Capella University July 2015 - Present
West Shore Country Club November 2012 - Present
Invesmart, Inc January 2000 - October 2004
Alliance Benefit Group January 1994 - December 1999
Skills
Talent Management, Succession Planning, Leadership Development, Employee Selection, Strategic Planning, Strategy Development, E-Learning, E-learning..., Employee Surveys, Executive Coaching, Culture Assessment, Family Business, Performance Appraisal, Performance Improvement, Personality Testing, 360 Feedback, Speaking Engagements, Entrepreneurship, Organizational..., Succession, Business Planning, Entrepreneur, Organizational..., Coaching, Change Management, Business Strategy, Management Consulting, Strategy, Performance Management, Public Speaking, Personal Development, Executive Development, Management Development, Small Business, Management, Leadership, Business Coaching, Employee Benefits, Nonprofits, Recruiting, Culture Change, Workshop Facilitation, Strategic Leadership, Organizational Design, Emotional Intelligence, Executive Management, Consulting, Career Development, Employee Training, Employee Engagement
Education
Capella University 2011 — 2015
Doctor of Philosophy (Ph.D.)
Villanova University 1983 — 1987
Bachelor of Engineering (BEng)
Penn State University 1990 — 1990
Capella University 2009 — 2011
Master of Science (MS)
Amy Pemberton Amy Pemberton's Invesmart, Inc. Experience March 1997 - August 2004
Job Knowledge Generalist at Blackboard
Industry E-Learning
Experience
Blackboard November 2014 - Present
Blackboard July 2011 - October 2014
Invesmart, Inc March 1997 - August 2004
Skills
E-Learning, Learning Management..., Educational Technology, Higher Education, Distance Learning, Instructional Technology, Adult Education, Moodle, Technical Writing, Microsoft Office
Education
Louisville Presbyterian Theological Seminary 2005 — 2009
Master of Divinity (M.Div.), Theology
Caltech 1991 — 1995
Bachelor of Science (B.S.), Planetary Science/Geophysics
duPont Manual Magnet High School 1987 — 1991
Diploma, Math, Science, Technology Program
Blackboard November 2014 - Present
Blackboard July 2011 - October 2014
Invesmart, Inc March 1997 - August 2004
Skills
E-Learning, Learning Management..., Educational Technology, Higher Education, Distance Learning, Instructional Technology, Adult Education, Moodle, Technical Writing, Microsoft Office
Education
Louisville Presbyterian Theological Seminary 2005 — 2009
Master of Divinity (M.Div.), Theology
Caltech 1991 — 1995
Bachelor of Science (B.S.), Planetary Science/Geophysics
duPont Manual Magnet High School 1987 — 1991
Diploma, Math, Science, Technology Program
Christopher Coyle, QPA, QKA, QPFC's Invesmart, Inc. Experience September 2000 - July 2006
Job Relationship Manager at The Standard
Industry Financial Services
Experience
The Standard July 2006 - Present
Invesmart, Inc. September 2000 - July 2006
Benefit Actuaries May 1998 - September 2000
Bankers Trust Corporation of New York March 1996 - May 1998
Skills
Pensions, Retirement, Plan Design, Investments, Retirement Planning, Financial Advisory, Defined Contribution, 401k, Defined Benefit, Benefits Administration, CRM, Retirement Plan..., Series 65, Series 6, Investment Advisory, Series 63, Asset Allocation, Mutual Funds, Fixed Annuities, Management, Financial Services, Leadership, Relationship Management, Employee Benefits, ERISA, FINRA, IRAs, Disability Insurance, Uniform Combined State..., Securities, Life Insurance, Investment Strategies, Wealth Management, Qualified Retirement..., Insurance, Variable Annuities, Roth IRA, Profit Sharing, Pension Administration, 401k Rollovers, Asset Management, Long-term Care, Alternative Investments, Executive Pay, Health Insurance, Estate Planning, Strategic Financial..., Health Savings Accounts, Portfolio Management
Education
Tulane University 1982 — 1986
B.S., Psychology
The Standard July 2006 - Present
Invesmart, Inc. September 2000 - July 2006
Benefit Actuaries May 1998 - September 2000
Bankers Trust Corporation of New York March 1996 - May 1998
Skills
Pensions, Retirement, Plan Design, Investments, Retirement Planning, Financial Advisory, Defined Contribution, 401k, Defined Benefit, Benefits Administration, CRM, Retirement Plan..., Series 65, Series 6, Investment Advisory, Series 63, Asset Allocation, Mutual Funds, Fixed Annuities, Management, Financial Services, Leadership, Relationship Management, Employee Benefits, ERISA, FINRA, IRAs, Disability Insurance, Uniform Combined State..., Securities, Life Insurance, Investment Strategies, Wealth Management, Qualified Retirement..., Insurance, Variable Annuities, Roth IRA, Profit Sharing, Pension Administration, 401k Rollovers, Asset Management, Long-term Care, Alternative Investments, Executive Pay, Health Insurance, Estate Planning, Strategic Financial..., Health Savings Accounts, Portfolio Management
Education
Tulane University 1982 — 1986
B.S., Psychology
Ishak Alimin Ishak Alimin's Invesmart, Inc. Experience February 2003 - October 2005
Job Financial Analyst I at The Standard
Industry Financial Services
Experience
The Standard December 2014 - Present
The Standard November 2012 - November 2014
Phillip Securities Pte Ltd (PhillipCapital) June 2009 - October 2012
The Standard November 2005 - February 2009
Invesmart, Inc. February 2003 - October 2005
Pradel Financial Group October 2001 - February 2003
Information Technology, Seattle University September 2000 - June 2002
Skills
Team Management, Team Leadership, Stockbroking, Operational Risk..., Share Financing, Retirement Planning, Operations, Quality Assurance, Process Improvement, Data Analysis, Highly Analytical, Hard Worker, Fast Learner, Attention To Detail, Finance, Securities, Mutual Funds, Strategic Financial..., Analysis
Education
Seattle University 1999 — 2002
BA, Finance
The Standard December 2014 - Present
The Standard November 2012 - November 2014
Phillip Securities Pte Ltd (PhillipCapital) June 2009 - October 2012
The Standard November 2005 - February 2009
Invesmart, Inc. February 2003 - October 2005
Pradel Financial Group October 2001 - February 2003
Information Technology, Seattle University September 2000 - June 2002
Skills
Team Management, Team Leadership, Stockbroking, Operational Risk..., Share Financing, Retirement Planning, Operations, Quality Assurance, Process Improvement, Data Analysis, Highly Analytical, Hard Worker, Fast Learner, Attention To Detail, Finance, Securities, Mutual Funds, Strategic Financial..., Analysis
Education
Seattle University 1999 — 2002
BA, Finance
Andrew Callaci Andrew Callaci's Invesmart, Inc. Experience December 2002 - November 2006
Job Financial Services Operations Professional
Industry Financial Services
Experience
CNA Insurance 2012 - Present
RS Consulting Services - sole proprietor 2006 - 2012
Invesmart, Inc. December 2002 - November 2006
Invesmart, Inc. September 2000 - December 2002
Sage Advisory Services January 1999 - September 2000
Northern Trust August 1996 - December 1998
Northern Trust August 1996 - December 1998
Skills
ERISA, Investments, Financial Analysis, Process Improvement, Financial Modeling, Options, Data Analysis, Financial Reporting, Finance, Call Center, 401k, Non-profits, Commodity, Equity Derivatives, Change Management, Customer Retention, Team Leadership, Business Continuity..., Staff Development, Income Statement, Securities, Mutual Funds, Management, Financial Services, Analysis, Cross-functional Team..., Strategic Planning, Leadership
Education
Northwestern University 1994 — 1996
Bachelor of Arts, History
Cornell University 1992 — 1993
CNA Insurance 2012 - Present
RS Consulting Services - sole proprietor 2006 - 2012
Invesmart, Inc. December 2002 - November 2006
Invesmart, Inc. September 2000 - December 2002
Sage Advisory Services January 1999 - September 2000
Northern Trust August 1996 - December 1998
Northern Trust August 1996 - December 1998
Skills
ERISA, Investments, Financial Analysis, Process Improvement, Financial Modeling, Options, Data Analysis, Financial Reporting, Finance, Call Center, 401k, Non-profits, Commodity, Equity Derivatives, Change Management, Customer Retention, Team Leadership, Business Continuity..., Staff Development, Income Statement, Securities, Mutual Funds, Management, Financial Services, Analysis, Cross-functional Team..., Strategic Planning, Leadership
Education
Northwestern University 1994 — 1996
Bachelor of Arts, History
Cornell University 1992 — 1993
Todd Anderson, FMP's Invesmart, Inc. Experience January 2003 - May 2004
Job Facility Manager FMP at CBRE Regions Bank Corporation
Industry Facilities Services
Experience
CBRE - Regions Bank Account August 2013 - Present
CBRE February 2008 - Present
CBRE 2008 - 2015
CBRE 2008 - 2015
SunTrust Bank July 2004 - October 2007
Invesmart, Inc. January 2003 - May 2004
NW Federal Credit Union June 2001 - January 2003
SunTrust Bank March 1989 - April 2001
Skills
Customer Service, Operations Management, Facilities Management, Real Estate, Corporate Real Estate, Management, Move Management, Asset Management, Property Management, Contract Management, Leadership, Budgets, Facilities Operations, Negotiation, Construction
Education
Gordon College 1985 — 1987
Associates, Business
CBRE - Regions Bank Account August 2013 - Present
CBRE February 2008 - Present
CBRE 2008 - 2015
CBRE 2008 - 2015
SunTrust Bank July 2004 - October 2007
Invesmart, Inc. January 2003 - May 2004
NW Federal Credit Union June 2001 - January 2003
SunTrust Bank March 1989 - April 2001
Skills
Customer Service, Operations Management, Facilities Management, Real Estate, Corporate Real Estate, Management, Move Management, Asset Management, Property Management, Contract Management, Leadership, Budgets, Facilities Operations, Negotiation, Construction
Education
Gordon College 1985 — 1987
Associates, Business
Daniel Cliffel Daniel Cliffel's Invesmart, Inc. Experience January 2003 - December 2005
Job Retirement Plan Services Director of Operations at Charles Schwab
Industry Financial Services
Experience
Schwab Retirement Plan Services May 2013 - Present
Charles Schwab March 2010 - May 2013
Standard Retirement Services January 2006 - December 2009
Invesmart, Inc. January 2003 - December 2005
Invesmart, Inc. January 2002 - December 2002
Invesmart, Inc. January 2000 - December 2002
Invesmart, Inc. June 1995 - December 1999
Skills
Process Improvement, Management, Microsoft Excel, Leadership, Training, Human Resources, Team Management, Team Leadership, Employee Benefits, Databases, Quality Assurance
Education
John Carroll University 1990 — 1994
BS, Mathematics
Schwab Retirement Plan Services May 2013 - Present
Charles Schwab March 2010 - May 2013
Standard Retirement Services January 2006 - December 2009
Invesmart, Inc. January 2003 - December 2005
Invesmart, Inc. January 2002 - December 2002
Invesmart, Inc. January 2000 - December 2002
Invesmart, Inc. June 1995 - December 1999
Skills
Process Improvement, Management, Microsoft Excel, Leadership, Training, Human Resources, Team Management, Team Leadership, Employee Benefits, Databases, Quality Assurance
Education
John Carroll University 1990 — 1994
BS, Mathematics
Jay Yun's Invesmart, Inc. Experience February 2006 - June 2006
Job Senior Programmer / Analyst at The Tatitlek Corporation
Industry Information Technology and Services
Experience
Kibble & Prentice July 2015 - Present
The Tatitlek Corporation December 2008 - Present
Kibble & Prentice June 2006 - December 2008
Invesmart Inc February 2006 - June 2006
Invesmart May 2004 - February 2006
Skills
Risk Management, Process Improvement, Microsoft Office, Visual C#, ASP.NET, VB.net, WPF Development, SQL, Microsoft SQL Server, Project Management, Access, Microsoft Excel, Microsoft Word, Analysis, Outlook, Visio, Full SDLC, PowerPoint, 401k, Payroll, Employee Benefits, Data Analysis, Program Management, Databases
Education
University of Alaska Anchorage 1992 — 1998
Bachelor of Science (B.S.), Management Information Systems, General
Kibble & Prentice July 2015 - Present
The Tatitlek Corporation December 2008 - Present
Kibble & Prentice June 2006 - December 2008
Invesmart Inc February 2006 - June 2006
Invesmart May 2004 - February 2006
Skills
Risk Management, Process Improvement, Microsoft Office, Visual C#, ASP.NET, VB.net, WPF Development, SQL, Microsoft SQL Server, Project Management, Access, Microsoft Excel, Microsoft Word, Analysis, Outlook, Visio, Full SDLC, PowerPoint, 401k, Payroll, Employee Benefits, Data Analysis, Program Management, Databases
Education
University of Alaska Anchorage 1992 — 1998
Bachelor of Science (B.S.), Management Information Systems, General
Kate Dickson's Invesmart, Inc. Experience January 2002 - May 2007
Job Broker/Dealer Operations Specialist at StanCorp Equities, Inc.
Industry Financial Services
Experience
StanCorp Equities, Inc. January 2007 - August 2009
Invesmart, Inc. January 2002 - May 2007
Education
University of Pittsburgh 1997 — 1999
BA, English Literature
StanCorp Equities, Inc. January 2007 - August 2009
Invesmart, Inc. January 2002 - May 2007
Education
University of Pittsburgh 1997 — 1999
BA, English Literature
David Zook's Invesmart, Inc. Experience May 2000 - May 2001
Job Sr. Software Architect
Industry Computer Software
Experience
LogFire, LLC May 2010 - Present
LogicBlox, Inc. 2004 - December 2009
Georgia Institute of Technology August 1999 - May 2004
Invesmart, Inc. May 2000 - May 2001
Tyco Electronics June 1993 - August 1999
Skills
Flex Builder, Flash, ActionScript, C++, Java, MySQL, PostgreSQL, Python, MS Access, Visual Basic, Oracle SQL, Datalog, Django, SQL Server, MS Project, Software Project..., Software Development..., Team Leadership, Technical Leadership, SQL, Access, Object Oriented Design, Software Development, Software Engineering, Microsoft SQL Server
Education
The Johns Hopkins University 1990 — 1992
Masters, Computer Science
Messiah College 1977 — 1981
Bachelors, Mathematics
LogFire, LLC May 2010 - Present
LogicBlox, Inc. 2004 - December 2009
Georgia Institute of Technology August 1999 - May 2004
Invesmart, Inc. May 2000 - May 2001
Tyco Electronics June 1993 - August 1999
Skills
Flex Builder, Flash, ActionScript, C++, Java, MySQL, PostgreSQL, Python, MS Access, Visual Basic, Oracle SQL, Datalog, Django, SQL Server, MS Project, Software Project..., Software Development..., Team Leadership, Technical Leadership, SQL, Access, Object Oriented Design, Software Development, Software Engineering, Microsoft SQL Server
Education
The Johns Hopkins University 1990 — 1992
Masters, Computer Science
Messiah College 1977 — 1981
Bachelors, Mathematics
Pam Raffaele's Invesmart, Inc. Experience 2001 - 2006
Job Associate at Maxwell Locke & Ritter
Industry Investment Management
Experience
Maxwell Locke & Ritter November 2006 - Present
Invesmart, Inc. 2001 - 2006
The Standard 1996 - 2006
TR Paul, Inc. 1991 - 1996
J Heller Pension Associates 1989 - 1991
Education
State University of New York College at Buffalo 1989 — 1990
BS, Mathematics
State University of New York College at Oneonta 1985 — 1989
BS, Secondary Ed Mathematics
Dutchess Community College 1984 — 1985
Business
Maxwell Locke & Ritter November 2006 - Present
Invesmart, Inc. 2001 - 2006
The Standard 1996 - 2006
TR Paul, Inc. 1991 - 1996
J Heller Pension Associates 1989 - 1991
Education
State University of New York College at Buffalo 1989 — 1990
BS, Mathematics
State University of New York College at Oneonta 1985 — 1989
BS, Secondary Ed Mathematics
Dutchess Community College 1984 — 1985
Business
Keith Vukmir, AIF®'s Invesmart, Inc. Experience January 2003 - July 2005
Job Vice President at PNC Institutional Investments
Industry Financial Services
Experience
PNC April 2012 - Present
Greycourt & Co., Inc. June 2009 - January 2012
Greycourt & Co. July 2008 - June 2009
Invesmart, Inc. January 2003 - July 2005
Federated Investors 1999 - 2005
The Todd Organization April 2002 - January 2003
Skills
Asset Management, Asset Allocation, Investments, Portfolio Management, Financial Reporting, Financial Modeling, Excel, Customer Relations, Financial Analysis, Portfolios, Bloomberg, Microsoft Office, Wealth Management, Customer Service, Financial Services, Mutual Funds, Analysis, Microsoft Excel
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2008
Masters of Business Administration, Strategy, Finance
University of Dayton 1994 — 1998
B.S., Finance
PNC April 2012 - Present
Greycourt & Co., Inc. June 2009 - January 2012
Greycourt & Co. July 2008 - June 2009
Invesmart, Inc. January 2003 - July 2005
Federated Investors 1999 - 2005
The Todd Organization April 2002 - January 2003
Skills
Asset Management, Asset Allocation, Investments, Portfolio Management, Financial Reporting, Financial Modeling, Excel, Customer Relations, Financial Analysis, Portfolios, Bloomberg, Microsoft Office, Wealth Management, Customer Service, Financial Services, Mutual Funds, Analysis, Microsoft Excel
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2008
Masters of Business Administration, Strategy, Finance
University of Dayton 1994 — 1998
B.S., Finance
Craig Heryford's Invesmart, Inc. Experience 1999 - 2005
Job Shareholder at Buchanan Ingersoll & Rooney
Industry Law Practice
Experience
Buchanan Ingersoll & Rooney 1984 - Present
Invesmart, Inc. 1999 - 2005
Skills
Private Equity, Corporate Finance, Venture Capital, Corporate Law, Finance, Strategic Planning, Commercial Litigation, Litigation, Arbitration, Civil Litigation, Intellectual Property, Corporate Governance, Legal Research, Legal Writing, Mergers & Acquisitions, Bankruptcy, Joint Ventures, Licensing, Securities Regulation, Mediation
Education
Duquesne University School of Law 1981 — 1984
JD, Law
The Ohio State University 1977 — 1980
BFA, Music and Business
Buchanan Ingersoll & Rooney 1984 - Present
Invesmart, Inc. 1999 - 2005
Skills
Private Equity, Corporate Finance, Venture Capital, Corporate Law, Finance, Strategic Planning, Commercial Litigation, Litigation, Arbitration, Civil Litigation, Intellectual Property, Corporate Governance, Legal Research, Legal Writing, Mergers & Acquisitions, Bankruptcy, Joint Ventures, Licensing, Securities Regulation, Mediation
Education
Duquesne University School of Law 1981 — 1984
JD, Law
The Ohio State University 1977 — 1980
BFA, Music and Business
Don Dalessando's Invesmart, Inc. Experience January 2000 - July 2006
Job Director, Operations & Strategic Development at Trinity Pension Consultants
Industry Financial Services
Experience
Trinity Pension Consultants January 2015 - Present
Tegrit Group October 2009 - August 2014
Qualified Plan Consulting Group (Virtus Fiduciary Consulting LLC 2009 - 2011
Standard Insurance Company July 2006 - January 2009
Invesmart, inc January 2000 - July 2006
Parsons, McKee, Sommers & Co October 1989 - January 2000
Skills
Retirement, Business Analysis, Defined Contribution, Retirement Planning, 401k, Pensions, Financial Services, Finance, Investments, Employee Benefits, Defined Benefit, Strategic Planning
Education
Cleveland State University
BA, Mathematics
Richmond Heights
High School
Trinity Pension Consultants January 2015 - Present
Tegrit Group October 2009 - August 2014
Qualified Plan Consulting Group (Virtus Fiduciary Consulting LLC 2009 - 2011
Standard Insurance Company July 2006 - January 2009
Invesmart, inc January 2000 - July 2006
Parsons, McKee, Sommers & Co October 1989 - January 2000
Skills
Retirement, Business Analysis, Defined Contribution, Retirement Planning, 401k, Pensions, Financial Services, Finance, Investments, Employee Benefits, Defined Benefit, Strategic Planning
Education
Cleveland State University
BA, Mathematics
Richmond Heights
High School
Jeff Deleon's Invesmart, Inc. Experience August 2003 - August 2006
Job Computer Support Technician at Austin Community College
Industry Information Technology and Services
Experience
Austin Community College November 2009 - Present
Standard Insurance Company August 2006 - July 2009
Invesmart Inc August 2003 - August 2006
Unisys February 2003 - July 2003
Cybertex June 2002 - September 2002
Skills
Servers, Computer Hardware, Active Directory, Technical Support, Troubleshooting, Microsoft Exchange, Security, Windows 7, Hardware, Microsoft Certified..., Windows, Databases, Printers, CompTIA, CompTIA Network+, Operating Systems, VMware, Linux, MCDST, Citrix XenDesktop
Education
Austin Community College 1989 — 1992
Business
Austin Community College November 2009 - Present
Standard Insurance Company August 2006 - July 2009
Invesmart Inc August 2003 - August 2006
Unisys February 2003 - July 2003
Cybertex June 2002 - September 2002
Skills
Servers, Computer Hardware, Active Directory, Technical Support, Troubleshooting, Microsoft Exchange, Security, Windows 7, Hardware, Microsoft Certified..., Windows, Databases, Printers, CompTIA, CompTIA Network+, Operating Systems, VMware, Linux, MCDST, Citrix XenDesktop
Education
Austin Community College 1989 — 1992
Business
Joel Mankoski's Invesmart, Inc. Experience 2001 - 2004
Job Systems Analyst III at Administrative Office of Pennsylvania Courts
Industry Information Technology and Services
Experience
Administrative Office of Pennsylvania Courts February 2012 - Present
American Insurance Administrators August 2009 - February 2012
Standard Retirement Services January 2007 - August 2009
Standard Retirement Services October 2005 - January 2007
Standard Retirement Services August 2004 - October 2005
Invesmart, Inc 2001 - 2004
Skills
Business Analysis, Data Analysis, Public Speaking
Education
University of Pittsburgh
BA, Administration of Justice
Administrative Office of Pennsylvania Courts February 2012 - Present
American Insurance Administrators August 2009 - February 2012
Standard Retirement Services January 2007 - August 2009
Standard Retirement Services October 2005 - January 2007
Standard Retirement Services August 2004 - October 2005
Invesmart, Inc 2001 - 2004
Skills
Business Analysis, Data Analysis, Public Speaking
Education
University of Pittsburgh
BA, Administration of Justice
Sheri Horton's Invesmart, Inc. Experience 2003 - 2009
Job Trust Operations Manager/Assistant Vice President Retirement Solutions Control and Support at PNC Asset Management
Industry Financial Services
Experience
PNC Bank January 2013 - Present
PNC Asset Management March 2011 - January 2013
PNC Wealth Management November 2009 - March 2011
Standard Retirement August 2003 - September 2009
The Standard August 2003 - September 2009
Standard Retirement Services, Inc. 2003 - 2009
Invesmart, INc 2003 - 2009
Mellon Bank June 1989 - May 1994
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Process Improvement, Securities, Wealth Management, Series 7, Investments, Retirement Services, Hedge Funds, Financial Services, Banking, Risk Management, Employee Benefits, Portfolio Management, Management, Auditing, Project Planning, Employee Engagement, Asset Management
Education
Robert Morris University
Business Administration
Robert Morris University
Business Information Systems
PNC Bank January 2013 - Present
PNC Asset Management March 2011 - January 2013
PNC Wealth Management November 2009 - March 2011
Standard Retirement August 2003 - September 2009
The Standard August 2003 - September 2009
Standard Retirement Services, Inc. 2003 - 2009
Invesmart, INc 2003 - 2009
Mellon Bank June 1989 - May 1994
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Process Improvement, Securities, Wealth Management, Series 7, Investments, Retirement Services, Hedge Funds, Financial Services, Banking, Risk Management, Employee Benefits, Portfolio Management, Management, Auditing, Project Planning, Employee Engagement, Asset Management
Education
Robert Morris University
Business Administration
Robert Morris University
Business Information Systems
Sharlene Koleno's Invesmart, Inc. Experience January 1995 - January 2000
Job Process Analyst IV at Standard Retirement Services
Industry Financial Services
Experience
Standard Retirement Services April 2010 - Present
Standard Retirement Services January 2000 - April 2010
Invesmart, Inc. January 1995 - January 2000
Skills
Microsoft Excel, Microsoft SharePoint, Process Improvement, Procedure Development, Training, SharePoint, Analysis
Education
Bloomsburg University of Pennsylvania 1986 — 1990
B.A, Mathematics; Concentration in statistics and economics
Standard Retirement Services April 2010 - Present
Standard Retirement Services January 2000 - April 2010
Invesmart, Inc. January 1995 - January 2000
Skills
Microsoft Excel, Microsoft SharePoint, Process Improvement, Procedure Development, Training, SharePoint, Analysis
Education
Bloomsburg University of Pennsylvania 1986 — 1990
B.A, Mathematics; Concentration in statistics and economics
Brett Oberman's Invesmart, Inc. Experience November 2004 - 2006
Job PNC
Industry Investment Banking
Experience
PNC September 2014 - Present
Dunbar, Bender & Zapf, Inc October 2009 - September 2014
Standard Insurance Company 2006 - 2009
Invesmart, Inc November 2004 - 2006
Education
Pennsylvania State University-Erie Campus 2000 — 2004
BS, Accounting
PNC September 2014 - Present
Dunbar, Bender & Zapf, Inc October 2009 - September 2014
Standard Insurance Company 2006 - 2009
Invesmart, Inc November 2004 - 2006
Education
Pennsylvania State University-Erie Campus 2000 — 2004
BS, Accounting
Kellie Tomko's Invesmart, Inc. Experience 2004 - 2007
Job Help Desk Analyst at S.R. Snodgrass, A.C.
Industry Insurance
Experience
S.R. Snodgrass, A.C. May 2010 - Present
Standard Insurance Company 2007 - September 2010
Invesmart, Inc. 2004 - 2007
Transport Investments, Inc. 2004 - 2004
Chester Engineers / USFilter 1986 - 2003
Skills
SharePoint, Computer Hardware, Technical Support, Troubleshooting, Hardware, Networking, Help Desk Support
Education
Penn State University
BS, Computer Science / Mathematics
S.R. Snodgrass, A.C. May 2010 - Present
Standard Insurance Company 2007 - September 2010
Invesmart, Inc. 2004 - 2007
Transport Investments, Inc. 2004 - 2004
Chester Engineers / USFilter 1986 - 2003
Skills
SharePoint, Computer Hardware, Technical Support, Troubleshooting, Hardware, Networking, Help Desk Support
Education
Penn State University
BS, Computer Science / Mathematics
Kimberly Ray Murdock's Invesmart, Inc. Experience 2000 - 2002
Job
Industry Financial Services
Experience
The Newport Group January 2015 - Present
The Newport Group December 2009 - December 2014
The Standard 2004 - 2009
Invesmart, Inc. 2000 - 2002
Union Central Life Insurance Company 1997 - 2000
A G Ray, DDS, PA January 1991 - January 1997
Education
Elon University
B.A.
The Newport Group January 2015 - Present
The Newport Group December 2009 - December 2014
The Standard 2004 - 2009
Invesmart, Inc. 2000 - 2002
Union Central Life Insurance Company 1997 - 2000
A G Ray, DDS, PA January 1991 - January 1997
Education
Elon University
B.A.
Christy M. Dickson's Invesmart, Inc. Experience 2002 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
The Standard 2009 - Present
Standard Retirement Services, Inc. 2008 - 2009
Standard Retirement Services, Inc. 2005 - 2008
Invesmart, Inc. 2002 - 2007
Benefit Actuaries, Inc. 1998 - 2002
Hoosier Title & Closing Company, LLC 1998 - 1998
Education
Indiana University-Southeast 1992 — 1997
Bachelor of Arts, Economics and Political Science
The Standard 2009 - Present
Standard Retirement Services, Inc. 2008 - 2009
Standard Retirement Services, Inc. 2005 - 2008
Invesmart, Inc. 2002 - 2007
Benefit Actuaries, Inc. 1998 - 2002
Hoosier Title & Closing Company, LLC 1998 - 1998
Education
Indiana University-Southeast 1992 — 1997
Bachelor of Arts, Economics and Political Science
Jared Knisley's Invesmart, Inc. Experience March 1999 - July 2004
Job Senior Compliance Analyst at T Rowe Price
Industry Financial Services
Experience
T Rowe Price October 2009 - Present
Standard Retirement Services July 2007 - October 2009
Nationwide Insurance August 2004 - July 2007
Invesmart, Inc. March 1999 - July 2004
Skills
Nondiscrimination..., Retirement Plan..., 401k, ERISA
Education
Shippensburg University of Pennsylvania 1990 — 1994
BS, Finance
T Rowe Price October 2009 - Present
Standard Retirement Services July 2007 - October 2009
Nationwide Insurance August 2004 - July 2007
Invesmart, Inc. March 1999 - July 2004
Skills
Nondiscrimination..., Retirement Plan..., 401k, ERISA
Education
Shippensburg University of Pennsylvania 1990 — 1994
BS, Finance
Thomas J. Woodford, QPA, QKA's Invesmart, Inc. Experience November 2002 - September 2003
Job Senior Administrator at PA Retirement Solutions, Inc.
Industry Financial Services
Experience
PA Retirement Solutions, Inc. October 2014 - Present
United Retirement Plan Consultants September 2013 - October 2014
Valley Forge Pension Management, Inc. September 2011 - September 2013
Capital Retirement Plan Services, Inc. May 2010 - September 2011
Standard Retirement Services, Inc. October 2007 - October 2009
The Pension Alliance, Inc. December 2003 - September 2007
Invesmart, Inc. November 2002 - September 2003
Daniel A. Winters & Company February 2001 - November 2002
Invesmart, Inc. June 1994 - February 2001
Skills
Pensions, Retirement, Profit Sharing, Retirement Planning, Retirement Plan..., Defined Benefit, 401k, ERISA, Pension Administration, Employee Benefits, Defined Contribution, Benefits Administration, Accounting, Customer Service, Microsoft Excel, Financial Analysis, Asset Allocation, 403 b, Financial Advisory, Executive Pay
Education
Grove City College 1990 — 1994
B.S. Accounting, Accounting
PA Retirement Solutions, Inc. October 2014 - Present
United Retirement Plan Consultants September 2013 - October 2014
Valley Forge Pension Management, Inc. September 2011 - September 2013
Capital Retirement Plan Services, Inc. May 2010 - September 2011
Standard Retirement Services, Inc. October 2007 - October 2009
The Pension Alliance, Inc. December 2003 - September 2007
Invesmart, Inc. November 2002 - September 2003
Daniel A. Winters & Company February 2001 - November 2002
Invesmart, Inc. June 1994 - February 2001
Skills
Pensions, Retirement, Profit Sharing, Retirement Planning, Retirement Plan..., Defined Benefit, 401k, ERISA, Pension Administration, Employee Benefits, Defined Contribution, Benefits Administration, Accounting, Customer Service, Microsoft Excel, Financial Analysis, Asset Allocation, 403 b, Financial Advisory, Executive Pay
Education
Grove City College 1990 — 1994
B.S. Accounting, Accounting
Brian Christ's Invesmart, Inc. Experience 2001 - 2008
Job Relationship Manager at The Standard
Industry Investment Management
Experience
The Standard Client Service Advisory ManagerThe StandardJuly 2008 - June 2010
Invesmart, Inc. 2001 - 2008
IPC Pension Services, Inc. 1991 - 2001
Health Incentives, Inc. 1990 - 1991
Education
University of Oregon 1977 — 1981
Bachelor of Arts (B.A.), Political Science
The Standard Client Service Advisory ManagerThe StandardJuly 2008 - June 2010
Invesmart, Inc. 2001 - 2008
IPC Pension Services, Inc. 1991 - 2001
Health Incentives, Inc. 1990 - 1991
Education
University of Oregon 1977 — 1981
Bachelor of Arts (B.A.), Political Science
Joy Hodgson, CPC, QKA's Invesmart, Inc. Experience June 1995 - October 2001
Job 401(K) Plan Consultant
Industry Financial Services
Experience
Pratas, Smith & Moore, LLC December 2002 - Present
Invesmart, Inc. June 1995 - October 2001
Education
Abilene Christian University 1987 — 1992
BA, Communications
Pratas, Smith & Moore, LLC December 2002 - Present
Invesmart, Inc. June 1995 - October 2001
Education
Abilene Christian University 1987 — 1992
BA, Communications
Heather Mattern's Invesmart, Inc. Experience April 2003 - January 2007
Job Compliance Consultant at CBIZ
Industry Management Consulting
Experience
CBIZ January 2007 - Present
Invesmart, Inc. April 2003 - January 2007
KeyBank (Victory Capital Management) 2002 - 2003
KeyBank 1999 - 2002
Skills
Defined Contribution, Retirement Planning, Defined Benefit, Pensions, 401k, ERISA, Retirement, Retirement Plan..., Benefits Administration, Employee Benefits, Mutual Funds, Pension Administration
Education
Baldwin-Wallace College
Bachelor of Arts
CBIZ January 2007 - Present
Invesmart, Inc. April 2003 - January 2007
KeyBank (Victory Capital Management) 2002 - 2003
KeyBank 1999 - 2002
Skills
Defined Contribution, Retirement Planning, Defined Benefit, Pensions, 401k, ERISA, Retirement, Retirement Plan..., Benefits Administration, Employee Benefits, Mutual Funds, Pension Administration
Education
Baldwin-Wallace College
Bachelor of Arts
Jennifer Scarpitti-Nelson's Invesmart, Inc. Experience December 1999 - January 2001
Job Finance Manager at Lift360
Industry Nonprofit Organization Management
Experience
Lift360 (merged CGV+ICL) July 2014 - Present
Common Good Ventures December 2012 - June 2014
Common Good Ventures May 2011 - December 2012
The Standard January 2003 - December 2007
The Standard January 2002 - December 2002
Invesmart, Inc. December 1999 - January 2001
Walker Associates, Inc. August 1994 - December 1999
Education
Saint Anselm College 1991 — 1993
BA, Economics
Drew University 1989 — 1990
Lift360 (merged CGV+ICL) July 2014 - Present
Common Good Ventures December 2012 - June 2014
Common Good Ventures May 2011 - December 2012
The Standard January 2003 - December 2007
The Standard January 2002 - December 2002
Invesmart, Inc. December 1999 - January 2001
Walker Associates, Inc. August 1994 - December 1999
Education
Saint Anselm College 1991 — 1993
BA, Economics
Drew University 1989 — 1990
Susan Mhone's Invesmart, Inc. Experience January 2003 - April 2006
Job Retirement Plan Record Keeper at Armstong, Doyle and Carroll, Inc
Industry Insurance
Experience
Armstong, Doyle and Carroll, Inc October 2009 - Present
Kibble & Prentice, Inc May 2006 - September 2009
Invesmart, Inc January 2003 - April 2006
Skills
Insurance, Securities, Wealth Management, Relationship Management, Asset Managment, Profit Sharing, Strategic Financial..., Portfolio Management, Financial Analysis, Microsoft Office, Microsoft Excel, Employee Benefits, 401k, Retirement, Pensions, Financial Planning, Health Insurance, Mutual Funds, Benefits Administration
Education
University of Washington 2001 — 2003
Renton Technical College 1996 — 1998
Associate's degree, Business Administration and Management, General
Armstong, Doyle and Carroll, Inc October 2009 - Present
Kibble & Prentice, Inc May 2006 - September 2009
Invesmart, Inc January 2003 - April 2006
Skills
Insurance, Securities, Wealth Management, Relationship Management, Asset Managment, Profit Sharing, Strategic Financial..., Portfolio Management, Financial Analysis, Microsoft Office, Microsoft Excel, Employee Benefits, 401k, Retirement, Pensions, Financial Planning, Health Insurance, Mutual Funds, Benefits Administration
Education
University of Washington 2001 — 2003
Renton Technical College 1996 — 1998
Associate's degree, Business Administration and Management, General