Princeton Retirement Group
Industry: Company
DescriptionFounded: 1998 Parent organization: NB Holdings Corporation Subsidiary: INVESCO SERVICES INC
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Princeton Retirement Group Employees
Employee
Years
Job
Industry
Orin Thompson Orin Thompson's Princeton Retirement Group Experience December 2006 - July 2008
Job Training Specialist at AutoTrader.com
Industry Consumer Services
Experience
AutoTrader.com October 2014 - Present
AutoTrader.com May 2012 - October 2014
AutoTrader.com August 2008 - May 2012
Princeton Retirement Group December 2006 - July 2008
Skills
Quality Assurance, Process Improvement, Training, Customer Satisfaction, CRM, Customer Service, Vendor Management, Team Leadership, Project Management, Call Centers, Business Analysis, Software Documentation, Account Management, Salesforce.com, SharePoint, Business Process..., Business Intelligence, Leadership, Team Building, Visio, Customer Retention, Requirements Gathering, Sales, Data Analysis, Troubleshooting, Cross-functional Team..., SDLC, Access, Integration, Customer Experience, Team Management, Management, Microsoft Office, Analysis, Strategic Planning, Program Management, Lead Generation, Business Process
Education
State University of New York at Albany 2002 — 2006
Bachelors, Information Studies
AutoTrader.com October 2014 - Present
AutoTrader.com May 2012 - October 2014
AutoTrader.com August 2008 - May 2012
Princeton Retirement Group December 2006 - July 2008
Skills
Quality Assurance, Process Improvement, Training, Customer Satisfaction, CRM, Customer Service, Vendor Management, Team Leadership, Project Management, Call Centers, Business Analysis, Software Documentation, Account Management, Salesforce.com, SharePoint, Business Process..., Business Intelligence, Leadership, Team Building, Visio, Customer Retention, Requirements Gathering, Sales, Data Analysis, Troubleshooting, Cross-functional Team..., SDLC, Access, Integration, Customer Experience, Team Management, Management, Microsoft Office, Analysis, Strategic Planning, Program Management, Lead Generation, Business Process
Education
State University of New York at Albany 2002 — 2006
Bachelors, Information Studies
Colt Younger Colt Younger's Princeton Retirement Group Experience January 2006 - April 2008
Job VP, Client Services
Industry Financial Services
Experience
Delta Data Software April 2012 - Present
Delta Data Software June 2011 - April 2012
Fidelity Investments May 2008 - June 2011
Princeton Retirement Group January 2006 - April 2008
AMVESCAP January 2005 - January 2006
AMVECAP January 2004 - January 2005
Skills
Process Improvement, Business Analysis, 401k, Series 7, Mutual Funds, Series 63, Vendor Management, Retirement, Investments, Financial Services, Team Leadership, Risk Management, Retirement Planning, Back Office, SDLC, Requirements Analysis, CRM, Management, Leadership, Management Consulting, Finance, Portfolio Management, Strategic Partnerships
Education
Haslam College of Business at the University of Tennessee 1992 — 1996
BS, Finance
Delta Data Software April 2012 - Present
Delta Data Software June 2011 - April 2012
Fidelity Investments May 2008 - June 2011
Princeton Retirement Group January 2006 - April 2008
AMVESCAP January 2005 - January 2006
AMVECAP January 2004 - January 2005
Skills
Process Improvement, Business Analysis, 401k, Series 7, Mutual Funds, Series 63, Vendor Management, Retirement, Investments, Financial Services, Team Leadership, Risk Management, Retirement Planning, Back Office, SDLC, Requirements Analysis, CRM, Management, Leadership, Management Consulting, Finance, Portfolio Management, Strategic Partnerships
Education
Haslam College of Business at the University of Tennessee 1992 — 1996
BS, Finance
Annette McKay Annette McKay's Princeton Retirement Group Experience January 2000 - December 2005
Job Insurance Sales Representative at Bankers Life & Casualty Company
Industry Insurance
Experience
Bankers Life & Casualty Company June 2006 - Present
Bankers Life and Casualty December 2010 - March 2012
BNI - Providence Chapter 2011 - 2011
Princeton Retirement Group January 2000 - December 2005
Skills
Unit Field Trainor, Management, Long Term Care, Medicare, Annuities, Disability Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Long Term Care Insurance, Life Insurance, Small Business, Whole Life, Employee Benefits, Insurance, Term Life Insurance, Retirement, Health Insurance, 401k, Direct Sales, Property & Casualty..., Accident, Universal Life, Sales Management, Critical Illness, General Insurance, IRAs, Underwriting, Homeowners, Series 6, Investments, Brokers, Commercial Insurance, Financial Planners, Claim, Life & Health Insurance..., Liability, Mutual Funds, Estate Planning, 401k Rollovers, Health Savings Accounts, Mortgage Lending, Medicare Part D, Licensed Life & Health..., Strategic Financial..., Permanent Life Insurance, Risk Management, Wealth Management, Sales, Customer Retention
Education
Johnson and Wales University 1996 — 2002
MBA, Global Business/ Accounting
Toll gate High School 1980 — 1982
High School Diploma, Nursing at Vo Tech
Bankers Life & Casualty Company June 2006 - Present
Bankers Life and Casualty December 2010 - March 2012
BNI - Providence Chapter 2011 - 2011
Princeton Retirement Group January 2000 - December 2005
Skills
Unit Field Trainor, Management, Long Term Care, Medicare, Annuities, Disability Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Long Term Care Insurance, Life Insurance, Small Business, Whole Life, Employee Benefits, Insurance, Term Life Insurance, Retirement, Health Insurance, 401k, Direct Sales, Property & Casualty..., Accident, Universal Life, Sales Management, Critical Illness, General Insurance, IRAs, Underwriting, Homeowners, Series 6, Investments, Brokers, Commercial Insurance, Financial Planners, Claim, Life & Health Insurance..., Liability, Mutual Funds, Estate Planning, 401k Rollovers, Health Savings Accounts, Mortgage Lending, Medicare Part D, Licensed Life & Health..., Strategic Financial..., Permanent Life Insurance, Risk Management, Wealth Management, Sales, Customer Retention
Education
Johnson and Wales University 1996 — 2002
MBA, Global Business/ Accounting
Toll gate High School 1980 — 1982
High School Diploma, Nursing at Vo Tech
Darin Lister Darin Lister's Princeton Retirement Group Experience June 2006 - August 2006
Job Director, Retirement Services BPO
Industry Financial Services
Experience
McCamish Systems - An Infosys Company April 2007 - Present
The IQ Business Group August 2006 - April 2007
Princeton Retirement Group June 2006 - August 2006
Princeton Retirement Group July 2005 - June 2006
Invesco Ltd. 1996 - 2006
AMVESCAP Retirement Inc. 2001 - 2004
AMVESCAP Retirement Services (INVESCO) 1998 - 2001
Skills
401k, Defined Benefit, Business Analysis, Employee Benefits, Investments, Retirement, Leadership, Budgets, Process Improvement, Customer Service, Strategic Planning, Business Requirements, Project Management, Program Management, Team Building, Vendor Management, Pensions, Management, Finance, Risk Management, Financial Services, Relationship Management, Business Process..., Mergers & Acquisitions, CRM, Requirements Gathering, Insurance, Consulting
Education
Georgia Institute of Technology 1990 — 1993
Byrnes High School 1986 — 1990
McCamish Systems - An Infosys Company April 2007 - Present
The IQ Business Group August 2006 - April 2007
Princeton Retirement Group June 2006 - August 2006
Princeton Retirement Group July 2005 - June 2006
Invesco Ltd. 1996 - 2006
AMVESCAP Retirement Inc. 2001 - 2004
AMVESCAP Retirement Services (INVESCO) 1998 - 2001
Skills
401k, Defined Benefit, Business Analysis, Employee Benefits, Investments, Retirement, Leadership, Budgets, Process Improvement, Customer Service, Strategic Planning, Business Requirements, Project Management, Program Management, Team Building, Vendor Management, Pensions, Management, Finance, Risk Management, Financial Services, Relationship Management, Business Process..., Mergers & Acquisitions, CRM, Requirements Gathering, Insurance, Consulting
Education
Georgia Institute of Technology 1990 — 1993
Byrnes High School 1986 — 1990
Kimberly Sexton Kimberly Sexton's Princeton Retirement Group Experience 2004 - 2006
Job Vice President at Total Benefit Communications
Industry Human Resources
Experience
Total Benefit Communications June 2006 - Present
Princeton Retirement Group 2004 - 2006
Amvescap Retirement 2004 - 2006
AMVESCAP 2004 - 2006
Swerdlin 1999 - 2002
Skills
Employee Benefits, Retirement, Retirement Services, Plan Design, Defined Benefit, Investments, ERISA, Business Planning, 401k, Cross-functional Team..., Consulting, Management, Strategy, Pensions, Training, Insurance, Mutual Funds, Financial Services
Education
University of Georgia - Terry College of Business 2005 — 2008
MBA, Business Administration
Oglethorpe University 1992 — 1995
BS, Mathematics
Total Benefit Communications June 2006 - Present
Princeton Retirement Group 2004 - 2006
Amvescap Retirement 2004 - 2006
AMVESCAP 2004 - 2006
Swerdlin 1999 - 2002
Skills
Employee Benefits, Retirement, Retirement Services, Plan Design, Defined Benefit, Investments, ERISA, Business Planning, 401k, Cross-functional Team..., Consulting, Management, Strategy, Pensions, Training, Insurance, Mutual Funds, Financial Services
Education
University of Georgia - Terry College of Business 2005 — 2008
MBA, Business Administration
Oglethorpe University 1992 — 1995
BS, Mathematics
Lindsay Bickerton Lindsay Bickerton's Princeton Retirement Group Experience September 2007 - November 2009
Job CSA at GV Financial
Industry Financial Services
Experience
GV Financial Advisors June 2015 - Present
First Tech Federal Credit Union/Addison Avenue Investment Services December 2009 - June 2015
Princeton Retirement Group September 2007 - November 2009
Skills
Financial Services, Investments, Series 7, Financial Analysis, 401k, Series 63, Customer Service
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2015
Master of Business Administration (MBA), 3.95
Furman University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Spanish
GV Financial Advisors June 2015 - Present
First Tech Federal Credit Union/Addison Avenue Investment Services December 2009 - June 2015
Princeton Retirement Group September 2007 - November 2009
Skills
Financial Services, Investments, Series 7, Financial Analysis, 401k, Series 63, Customer Service
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2015
Master of Business Administration (MBA), 3.95
Furman University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Spanish
Lisa Lafontant Lisa Lafontant's Princeton Retirement Group Experience September 2006 - April 2008
Job Financial/Customer Service Representative
Industry Financial Services
Experience
The Hartford Financial Services April 2008 - Present
The Hartford September 2006 - Present
The Hartford 2006 - 2009
Princeton Retirement Group September 2006 - April 2008
First Investors Management Company November 2003 - June 2006
Merrill Lynch February 2000 - July 2003
Education
Jones International University 2009 — 2011
MBA, Business Administration/Entrepreneurship
Florida International University 1994 — 1999
B.S, Finance
Florida International University
B.S, International Business
The Hartford Financial Services April 2008 - Present
The Hartford September 2006 - Present
The Hartford 2006 - 2009
Princeton Retirement Group September 2006 - April 2008
First Investors Management Company November 2003 - June 2006
Merrill Lynch February 2000 - July 2003
Education
Jones International University 2009 — 2011
MBA, Business Administration/Entrepreneurship
Florida International University 1994 — 1999
B.S, Finance
Florida International University
B.S, International Business
Glenn Dukes's Princeton Retirement Group Experience Manager, Central ServicesAMVESCAP RETIREMENT2002 - 2005
Job Six Sigma Black Belt at Princeton Retirement Group
Industry Financial Services
Experience
Princeton Retirement Group Manager, Central ServicesAMVESCAP RETIREMENT2002 - 2005
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2000
Princeton Retirement Group Manager, Central ServicesAMVESCAP RETIREMENT2002 - 2005
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2000
Deborah Varco's Princeton Retirement Group Experience 2005 - 2008
Job Privacy Representative System Security at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2011 - Present
Merrill Lynch October 2000 - October 2011
Princeton Retirement Group 2005 - 2008
AMVESCAP Retirement, Inc. October 2000 - July 2005
Invesco Retirement Plan Services 2000 - 2003
IFG 1997 - 2000
Thomas James Associates 1990 - 1997
Boettcher & Company 1990 - 1991
Education
Regis University
BS, Business Administration
Bank of America Merrill Lynch October 2011 - Present
Merrill Lynch October 2000 - October 2011
Princeton Retirement Group 2005 - 2008
AMVESCAP Retirement, Inc. October 2000 - July 2005
Invesco Retirement Plan Services 2000 - 2003
IFG 1997 - 2000
Thomas James Associates 1990 - 1997
Boettcher & Company 1990 - 1991
Education
Regis University
BS, Business Administration
Ken Abraham's Princeton Retirement Group Experience 2001 - 2006
Job Owner at Ken The Roof Man
Industry Information Technology and Services
Experience
Ken The Roof Man April 2009 - Present
Independant Contractor January 2009 - Present
Princeton Retirement Group 2001 - 2006
Balser Companies 1999 - 2001
Northern Trust Retirement Consulting 1997 - 1999
Education
Kennesaw State University
BA
Ken The Roof Man April 2009 - Present
Independant Contractor January 2009 - Present
Princeton Retirement Group 2001 - 2006
Balser Companies 1999 - 2001
Northern Trust Retirement Consulting 1997 - 1999
Education
Kennesaw State University
BA
David Gearring's Princeton Retirement Group Experience 2006 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Princeton Retirement Group 2006 - 2009
Merrill Lynch 2000 - 2009
Skills
Retirement Planning, 401k, Process Improvement, Customer Service, Portfolio Management, Vendor Management, Team Building, Financial Services, Series 6, Series 7, Series 63, Wealth Management, Retirement, Business Analysis, Mutual Funds, Employee Benefits, Investments, Project Management, Asset Allocation, Defined Contribution, Defined Benefit, Fixed Annuities, Insurance, Investment Advisory, Wealth Management...
Education
Morehouse College 1993 — 1998
BA, Economics
University of Georgia - Terry College of Business
Princeton Retirement Group 2006 - 2009
Merrill Lynch 2000 - 2009
Skills
Retirement Planning, 401k, Process Improvement, Customer Service, Portfolio Management, Vendor Management, Team Building, Financial Services, Series 6, Series 7, Series 63, Wealth Management, Retirement, Business Analysis, Mutual Funds, Employee Benefits, Investments, Project Management, Asset Allocation, Defined Contribution, Defined Benefit, Fixed Annuities, Insurance, Investment Advisory, Wealth Management...
Education
Morehouse College 1993 — 1998
BA, Economics
University of Georgia - Terry College of Business
Jacquelyn Clark's Princeton Retirement Group Experience 2005 - 2008
Job at Literacy Volunteers of Atlanta
Industry Human Resources
Experience
Literacy Volunteers of Atlanta July 2009 - Present
The Hartford March 2008 - June 2009
The Hartford (Acquired Merrill Lynch Retirement Plans Group) Atlanta, GA 2008 - 2009
Merrill Lynch January 2003 - March 2008
Princeton Retirement Group 2005 - 2008
INVESCO January 1995 - December 2002
BankSouth 1988 - 1994
Skills
Adult Education, Process Management, Teacher Training, Communication, Employee Benefits, Leadership, Management, 401k, Process Improvement, Retirement, Financial Services, Program Management, Retirement Planning, Investments, Strategic Planning, Microsoft Excel, Strategy, Analysis, Defined Benefit, Pensions, Employee Relations, Project Management, HRIS, Start-ups, ERISA, Team Leadership
Education
Chestnut Hill College 1969 — 1971
BA, English, Secondary Education
Literacy Volunteers of Atlanta July 2009 - Present
The Hartford March 2008 - June 2009
The Hartford (Acquired Merrill Lynch Retirement Plans Group) Atlanta, GA 2008 - 2009
Merrill Lynch January 2003 - March 2008
Princeton Retirement Group 2005 - 2008
INVESCO January 1995 - December 2002
BankSouth 1988 - 1994
Skills
Adult Education, Process Management, Teacher Training, Communication, Employee Benefits, Leadership, Management, 401k, Process Improvement, Retirement, Financial Services, Program Management, Retirement Planning, Investments, Strategic Planning, Microsoft Excel, Strategy, Analysis, Defined Benefit, Pensions, Employee Relations, Project Management, HRIS, Start-ups, ERISA, Team Leadership
Education
Chestnut Hill College 1969 — 1971
BA, English, Secondary Education
Lisa Redmon, PHR's Princeton Retirement Group Experience 2003 - 2006
Job Regional Associate Relations Manager at Food Lion
Industry Retail
Experience
Food Lion July 2006 - Present
Delhaize America- Food Lion LLC. 2006 - Present
Family Dollar 2013 - 2014
Delhaize America 2006 - 2010
Delhaize Group 2006 - 2010
Princeton Retirement Group 2003 - 2006
Sara Lee Hosiery 1998 - 2001
Skills
Team Building, Coaching, Customer Service, Change Management, Performance Management, Retail, Microsoft Office, Employee Relations, Excel, Teamwork, Leadership Development, PowerPoint, Outlook, Hiring, Mentoring, Word, Recruiting, Inventory Management, Management, Microsoft Word, Human Resources, Succession Planning, Time Management, Cross-functional Team..., Strategy, Employee Benefits, Leadership, Policy
Education
University of Mount Olive 2000 — 2002
BS, Organizational Development
Food Lion July 2006 - Present
Delhaize America- Food Lion LLC. 2006 - Present
Family Dollar 2013 - 2014
Delhaize America 2006 - 2010
Delhaize Group 2006 - 2010
Princeton Retirement Group 2003 - 2006
Sara Lee Hosiery 1998 - 2001
Skills
Team Building, Coaching, Customer Service, Change Management, Performance Management, Retail, Microsoft Office, Employee Relations, Excel, Teamwork, Leadership Development, PowerPoint, Outlook, Hiring, Mentoring, Word, Recruiting, Inventory Management, Management, Microsoft Word, Human Resources, Succession Planning, Time Management, Cross-functional Team..., Strategy, Employee Benefits, Leadership, Policy
Education
University of Mount Olive 2000 — 2002
BS, Organizational Development
Nancy Buckles's Princeton Retirement Group Experience July 2005 - March 2008
Job Director at The Newport Group
Industry Financial Services
Experience
The Newport Group 2011 - Present
The Hartford March 2008 - April 2011
Princeton Retirement Group July 2005 - March 2008
Amvescap Retirement January 1998 - June 2005
Aon Consulting June 1982 - December 1997
Cascade Technologies December 1995 - January 1997
Skills
Retirement, Financial Services, 401k, Series 7, Mutual Funds, Investments, Defined Benefit
Education
Salem College 1978 — 1982
BA, Economics, Management
The Newport Group 2011 - Present
The Hartford March 2008 - April 2011
Princeton Retirement Group July 2005 - March 2008
Amvescap Retirement January 1998 - June 2005
Aon Consulting June 1982 - December 1997
Cascade Technologies December 1995 - January 1997
Skills
Retirement, Financial Services, 401k, Series 7, Mutual Funds, Investments, Defined Benefit
Education
Salem College 1978 — 1982
BA, Economics, Management
Jill Schimmack's Princeton Retirement Group Experience 1998 - 2008
Job Sr. Consultant Omni Solution Architect at Aon Hewitt
Industry Management Consulting
Experience
Aon Hewitt September 2011 - Present
Enterprise Iron Financial Industry Solutions, Inc. 2008 - September 2011
Princeton Retirement Group 1998 - 2008
AMVESCAP 1996 - 1998
Invesco Ltd. 1994 - 1996
Specialized Support Services 1991 - 1994
Unisys 1983 - 1990
Skills
Business Analysis, Financial Services, Process Improvement, Vendor Management, 401k, Project Management, SDLC, Retirement, Pensions, Requirements Gathering, Requirements Analysis, Analysis, Management, Testing, Business Process..., Risk Management, Quality Assurance, Business Requirements, Defined Benefit, Defined Contribution
Education
Oglethorpe University 1980 — 1985
BBA, Accounting
Aon Hewitt September 2011 - Present
Enterprise Iron Financial Industry Solutions, Inc. 2008 - September 2011
Princeton Retirement Group 1998 - 2008
AMVESCAP 1996 - 1998
Invesco Ltd. 1994 - 1996
Specialized Support Services 1991 - 1994
Unisys 1983 - 1990
Skills
Business Analysis, Financial Services, Process Improvement, Vendor Management, 401k, Project Management, SDLC, Retirement, Pensions, Requirements Gathering, Requirements Analysis, Analysis, Management, Testing, Business Process..., Risk Management, Quality Assurance, Business Requirements, Defined Benefit, Defined Contribution
Education
Oglethorpe University 1980 — 1985
BBA, Accounting
Joan Kryven's Princeton Retirement Group Experience December 2000 - December 2006
Job Retirement Plan Consultant
Industry Human Resources
Experience
Chesapeake Benefit Partners January 2008 - Present
NRG Energy 2013 - January 2014
Princeton Retirement Group December 2000 - December 2006
Vanguard September 1996 - June 2000
Skills
ERISA, Pensions, Employee Benefits, 401k, Defined Benefit, Benefits Administration, Deferred Compensation, Retirement, Retirement Plan..., Defined Contribution, HRIS, HR Consulting
Education
Temple University
B A, Criminal Justice
ASPPA
Attained QKA designation
Institute for Employee Benefits Training
Paralegal Certificate, Employee Benefits
Chesapeake Benefit Partners January 2008 - Present
NRG Energy 2013 - January 2014
Princeton Retirement Group December 2000 - December 2006
Vanguard September 1996 - June 2000
Skills
ERISA, Pensions, Employee Benefits, 401k, Defined Benefit, Benefits Administration, Deferred Compensation, Retirement, Retirement Plan..., Defined Contribution, HRIS, HR Consulting
Education
Temple University
B A, Criminal Justice
ASPPA
Attained QKA designation
Institute for Employee Benefits Training
Paralegal Certificate, Employee Benefits
Dena Morrow's Princeton Retirement Group Experience 2005 - 2007
Job Sr Trust Administrator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2007 - Present
Princeton Retirement Group 2005 - 2007
Invesco 2000 - 2005
Aon 1995 - 2000
Booke & Company 1992 - 1995
Skills
Qualified Retirement..., IRAs
Education
Clemson University
Western Carolina University
Wells Fargo June 2007 - Present
Princeton Retirement Group 2005 - 2007
Invesco 2000 - 2005
Aon 1995 - 2000
Booke & Company 1992 - 1995
Skills
Qualified Retirement..., IRAs
Education
Clemson University
Western Carolina University
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY