Retirement Clearinghouse
Industry: Insurance company
DescriptionFounded: 2001 Subsidiary: Rch Securities, LLC
Retirement Clearinghouse List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Retirement Clearinghouse. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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27 Retirement Clearinghouse employees in database. Find out everything there's to know about Retirement Clearinghouse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Retirement Clearinghouse Employees
Employee
Years
Job
Industry
Daniel Smart Daniel Smart's Retirement Clearinghouse Experience May 2011 - August 2011
Job Summer Intern at Stanbic IBTC
Industry
Experience
Stanbic IBTC June 2014 - Present
LEAD Program in Business July 2012 - July 2012
Retirement Clearinghouse May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Matlab, Event Planning, Time Management, Team Leadership, Leadership, Data Analysis
Education
University of Pennsylvania 2011 — 2015
Bachelor's Degree, Mechanical Engineering and Entrepreneurial Management
Stanbic IBTC June 2014 - Present
LEAD Program in Business July 2012 - July 2012
Retirement Clearinghouse May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Matlab, Event Planning, Time Management, Team Leadership, Leadership, Data Analysis
Education
University of Pennsylvania 2011 — 2015
Bachelor's Degree, Mechanical Engineering and Entrepreneurial Management
Sharhonda Taylor Sharhonda Taylor's Retirement Clearinghouse Experience January 2014 - July 2014
Job Customer Service Specialist at Aon Hewitt
Industry Telecommunications
Experience
Aon Hewitt July 2014 - Present
Retirement Clearinghouse January 2014 - July 2014
Lash Group October 2013 - January 2014
GM Financial 2012 - 2013
The Outsource Group 2012 - 2012
AmerisourceBergen 2011 - 2012
Skills
Office Equipment, Microsoft Office, Microsoft Excel, Process Improvement, Quality Assurance, Teamwork, Training, Time Management, Customer Service, Human Resources, Employee Engagement, Team Leadership, Employee Relations, Microsoft Word, Resource Management, PowerPoint, Customer Experience, Employee Benefits, Customer Satisfaction, Insurance, Public Speaking, Data Entry
Education
Grand Canyon University 2013 — 2016
B.A, Patient Care Administration, 3.0
Grand Canyon University 2012 — 2015
Patient Care Administration, Medical Informatics
Aon Hewitt July 2014 - Present
Retirement Clearinghouse January 2014 - July 2014
Lash Group October 2013 - January 2014
GM Financial 2012 - 2013
The Outsource Group 2012 - 2012
AmerisourceBergen 2011 - 2012
Skills
Office Equipment, Microsoft Office, Microsoft Excel, Process Improvement, Quality Assurance, Teamwork, Training, Time Management, Customer Service, Human Resources, Employee Engagement, Team Leadership, Employee Relations, Microsoft Word, Resource Management, PowerPoint, Customer Experience, Employee Benefits, Customer Satisfaction, Insurance, Public Speaking, Data Entry
Education
Grand Canyon University 2013 — 2016
B.A, Patient Care Administration, 3.0
Grand Canyon University 2012 — 2015
Patient Care Administration, Medical Informatics
Michael Wilder Michael Wilder's Retirement Clearinghouse Experience June 2004 - Present
Job Vice President of Client Services Retirement Clearinghouse, LLC
Industry Financial Services
Experience
Retirement Clearinghouse June 2004 - Present
NC Golf Course Owners Association September 2003 - September 2004
Club Car, Inc. / Ingersoll Rand November 2000 - June 2003
Rock-Tenn Company January 1991 - November 2000
Valleybrook G&CC 1988 - 1990
Skills
Sales Management, 401k, Account Management, Sales Operations, Sales, Marketing, Relationship Management, Public Relations, Selling, Enterprise Software, Strategic Planning, Start-ups, Salesforce.com, Project Management, Marketing Strategy, Vendor Management, Team Management, Management, Acting, Process Improvement, Strategy, Employee Benefits, Retirement Planning
Education
East Tennessee State University 1982 — 1986
BS, Communications / Marketing minor
Retirement Clearinghouse June 2004 - Present
NC Golf Course Owners Association September 2003 - September 2004
Club Car, Inc. / Ingersoll Rand November 2000 - June 2003
Rock-Tenn Company January 1991 - November 2000
Valleybrook G&CC 1988 - 1990
Skills
Sales Management, 401k, Account Management, Sales Operations, Sales, Marketing, Relationship Management, Public Relations, Selling, Enterprise Software, Strategic Planning, Start-ups, Salesforce.com, Project Management, Marketing Strategy, Vendor Management, Team Management, Management, Acting, Process Improvement, Strategy, Employee Benefits, Retirement Planning
Education
East Tennessee State University 1982 — 1986
BS, Communications / Marketing minor
Bryan Labadia Bryan Labadia's Retirement Clearinghouse Experience September 2010 - August 2013
Job Individual Consultant
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
Retirement Clearinghouse September 2010 - August 2013
Boehringer Ingelheim May 2006 - September 2008
Education
Central Connecticut State University 2007 — 2010
BS Marketing, Marketing
University of North Carolina at Charlotte 2005 — 2007
History
TIAA-CREF August 2013 - Present
Retirement Clearinghouse September 2010 - August 2013
Boehringer Ingelheim May 2006 - September 2008
Education
Central Connecticut State University 2007 — 2010
BS Marketing, Marketing
University of North Carolina at Charlotte 2005 — 2007
History
Kristen Miller Kristen Miller's Retirement Clearinghouse Experience February 2015 - Present
Job Digital Marketing Specialist at Retirement Clearinghouse
Industry Marketing and Advertising
Experience
Retirement Clearinghouse February 2015 - Present
Freelancer April 2012 - Present
Amann Girrbach America March 2014 - February 2015
OhYeah! Nutrition April 2013 - March 2014
ATG Entertainment September 2012 - December 2012
Entertainment Production Companies (ABC, CBS, DreamWorks, Fox, NBC, TNT, Universal, WB, etc) November 2008 - August 2012
Fox Television - The New Girl 2012 - 2012
Moe Graphix 2010 - 2011
ABC Television - The Middle 2010 - 2011
The 61st Primetime Emmy Awards Show - Don Mischer Productions 2009 - 2009
Skills
Social Media, Marketing, Social Media Marketing, Social Networking, Marketing Communications, Facebook, Project Coordination, Event Planning, Event Management, Organization, Time Management, Team Management, Brand Awareness, Brand Development, Brand Management, HootSuite, HubSpot, Twitter, Social Perceptiveness, Advertising, Coordinating Events, iContact, Public Speaking, Directing Others, Trade Shows, Leading Diverse Teams, Foresight, Budget Monitoring, Active Listening, Active Learning, Critical Thinking, Persuasion, Pay Close Attention to..., Entertainment, Microsoft Office, Commercials, Producing, Highly motivated..., Microsoft Excel, Sponsorship, Contract Negotiation, Photoshop, Service Orientation, Film Production, Film, Video Editing, Outlook, Basecamp, Video, Television
Education
Correlations, LLC. by Helena Paschal 2011 — 2011
Event Management Certification, Meeting and Event Planning, Certification
Michigan State University 2004 — 2008
BA, Communications & Film Studies
Saline High School 2000 — 2004
High School Diploma
Retirement Clearinghouse February 2015 - Present
Freelancer April 2012 - Present
Amann Girrbach America March 2014 - February 2015
OhYeah! Nutrition April 2013 - March 2014
ATG Entertainment September 2012 - December 2012
Entertainment Production Companies (ABC, CBS, DreamWorks, Fox, NBC, TNT, Universal, WB, etc) November 2008 - August 2012
Fox Television - The New Girl 2012 - 2012
Moe Graphix 2010 - 2011
ABC Television - The Middle 2010 - 2011
The 61st Primetime Emmy Awards Show - Don Mischer Productions 2009 - 2009
Skills
Social Media, Marketing, Social Media Marketing, Social Networking, Marketing Communications, Facebook, Project Coordination, Event Planning, Event Management, Organization, Time Management, Team Management, Brand Awareness, Brand Development, Brand Management, HootSuite, HubSpot, Twitter, Social Perceptiveness, Advertising, Coordinating Events, iContact, Public Speaking, Directing Others, Trade Shows, Leading Diverse Teams, Foresight, Budget Monitoring, Active Listening, Active Learning, Critical Thinking, Persuasion, Pay Close Attention to..., Entertainment, Microsoft Office, Commercials, Producing, Highly motivated..., Microsoft Excel, Sponsorship, Contract Negotiation, Photoshop, Service Orientation, Film Production, Film, Video Editing, Outlook, Basecamp, Video, Television
Education
Correlations, LLC. by Helena Paschal 2011 — 2011
Event Management Certification, Meeting and Event Planning, Certification
Michigan State University 2004 — 2008
BA, Communications & Film Studies
Saline High School 2000 — 2004
High School Diploma
Kyle Taylor Kyle Taylor's Retirement Clearinghouse Experience December 2011 - January 2014
Job Founder & President of The Redkomodo Inc.
Industry Information Technology and Services
Experience
The Redkomodo Inc 2013 - Present
Retirement Clearinghouse December 2011 - January 2014
Innovative Underwriters April 2009 - May 2011
Comcast Corporation June 2008 - April 2009
FMHC Corporation September 2006 - May 2008
Skills
Customer Relations, Customer Service, PowerPoint, Excel, Word, Event Planning, Outlook, Marketing Communications, Marketing Strategy, Social Media, Web Design, Marketing, Microsoft Excel, CRM, Project Management, SEO, Social Media Marketing, Customer Satisfaction, New Business Development, Microsoft Word
Education
Temple University 2005 — 2011
BBA, Marketing
The Redkomodo Inc 2013 - Present
Retirement Clearinghouse December 2011 - January 2014
Innovative Underwriters April 2009 - May 2011
Comcast Corporation June 2008 - April 2009
FMHC Corporation September 2006 - May 2008
Skills
Customer Relations, Customer Service, PowerPoint, Excel, Word, Event Planning, Outlook, Marketing Communications, Marketing Strategy, Social Media, Web Design, Marketing, Microsoft Excel, CRM, Project Management, SEO, Social Media Marketing, Customer Satisfaction, New Business Development, Microsoft Word
Education
Temple University 2005 — 2011
BBA, Marketing
Rebecca Waldinger's Retirement Clearinghouse Experience January 2014 - March 2014
Job inside sales
Industry Marketing and Advertising
Experience
Retirement Clearinghouse January 2014 - March 2014
American Red Cross October 2012 - January 2014
cunningham marketing field and research May 2012 - November 2012
Liberty Tax Service January 2012 - February 2012
Hearst November 2011 - January 2012
Hearst June 2009 - August 2009
Skills
Marketing, Time Management, Recruiting, Marketing Strategy, Sales, Retail, Databases, Social Media, Facebook, Market Research
Education
University of North Carolina at Greensboro 2007 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
East Mecklenburg High School 2003 — 2007
IB certificate
Retirement Clearinghouse January 2014 - March 2014
American Red Cross October 2012 - January 2014
cunningham marketing field and research May 2012 - November 2012
Liberty Tax Service January 2012 - February 2012
Hearst November 2011 - January 2012
Hearst June 2009 - August 2009
Skills
Marketing, Time Management, Recruiting, Marketing Strategy, Sales, Retail, Databases, Social Media, Facebook, Market Research
Education
University of North Carolina at Greensboro 2007 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
East Mecklenburg High School 2003 — 2007
IB certificate
Teddi Daniels Teddi Daniels's Retirement Clearinghouse Experience September 2013 - March 2014
Job Human Resources Manager
Industry Nonprofit Organization Management
Experience
Retirement Clearinghouse September 2013 - March 2014
U.S. National Whitewater Center 2007 - September 2013
FairPoint Communications January 1999 - January 2007
Skills
Coaching, Recruiting, Customer Service, Leadership Development, Personnel Management, Human Resources, Event Planning, Training, Leadership, Team Building, Microsoft Office, Event Management, Social Media, Talent Acquisition, Fundraising, Public Speaking, Management, Employee Relations, Organizational..., Onboarding, Employee Benefits, Benefits Administration, Payroll, Deferred Compensation, Policy, Teamwork, Employee Handbooks, Administration, Job Descriptions, Outlook, COBRA, Employee Engagement, Nonprofits, Union, Workers Compensation, Employee Training, Compensation & Benefit
Education
Washington University in St. Louis 1989 — 1993
Bachelor's degree, Business, German, French, Universali cum Honore
EBS - European Business School Paris
Business Administration, International Marketing
Retirement Clearinghouse September 2013 - March 2014
U.S. National Whitewater Center 2007 - September 2013
FairPoint Communications January 1999 - January 2007
Skills
Coaching, Recruiting, Customer Service, Leadership Development, Personnel Management, Human Resources, Event Planning, Training, Leadership, Team Building, Microsoft Office, Event Management, Social Media, Talent Acquisition, Fundraising, Public Speaking, Management, Employee Relations, Organizational..., Onboarding, Employee Benefits, Benefits Administration, Payroll, Deferred Compensation, Policy, Teamwork, Employee Handbooks, Administration, Job Descriptions, Outlook, COBRA, Employee Engagement, Nonprofits, Union, Workers Compensation, Employee Training, Compensation & Benefit
Education
Washington University in St. Louis 1989 — 1993
Bachelor's degree, Business, German, French, Universali cum Honore
EBS - European Business School Paris
Business Administration, International Marketing
Blake Davis Blake Davis's Retirement Clearinghouse Experience June 2012 - July 2014
Job Component Factory Developer at Camstar Systems, Inc.
Industry Computer Software
Experience
Camstar Systems, Inc. August 2014 - Present
Retirement Clearinghouse June 2012 - July 2014
Health Benefits US July 2011 - January 2012
Systems East Inc. June 2009 - August 2009
Skills
Microsoft SQL Server, C#, ASP.NET, JavaScript, CSS, HTML, XML, Project Management, Release Management, Reporting Services, Integration, Programming, Web Development, Databases, .NET
Education
Longwood University 2007 — 2012
Bachelor of Science, Computer Science
Smithfield High School 2003 — 2007
Advanced Diploma, General Studies
Camstar Systems, Inc. August 2014 - Present
Retirement Clearinghouse June 2012 - July 2014
Health Benefits US July 2011 - January 2012
Systems East Inc. June 2009 - August 2009
Skills
Microsoft SQL Server, C#, ASP.NET, JavaScript, CSS, HTML, XML, Project Management, Release Management, Reporting Services, Integration, Programming, Web Development, Databases, .NET
Education
Longwood University 2007 — 2012
Bachelor of Science, Computer Science
Smithfield High School 2003 — 2007
Advanced Diploma, General Studies
Elaine Kemp Elaine Kemp's Retirement Clearinghouse Experience May 2012 - Present
Job RetireLink Counselor at Retirement Clearinghouse
Industry Consumer Services
Experience
Retirement Clearinghouse May 2012 - Present
Assurant September 2011 - June 2012
Metropolitan Atlanta Rapid Transit Authority January 2010 - July 2010
City of Atlanta June 2009 - December 2009
St. Joseph's/Candler Medical Group February 2008 - May 2008
AT & T January 1999 - September 2007
City of Meridian September 1997 - January 1999
Skills
●Conflict resolution, ●Strong organizational..., Creative problem solver, Developed listening..., Excellent communication..., MS Windows proficient, Fast learner with a..., ● Enthusiastic..., Eloquent public speaker, Creative Solutions, Customer Satisfaction, Customer Service, Call Centers, Time Management, Sales, Payroll, Invoicing, Insurance, Access, Communication
Education
University of Phoenix 2006 — 2008
Business Communications
Meridian Community College
General Studies
Retirement Clearinghouse May 2012 - Present
Assurant September 2011 - June 2012
Metropolitan Atlanta Rapid Transit Authority January 2010 - July 2010
City of Atlanta June 2009 - December 2009
St. Joseph's/Candler Medical Group February 2008 - May 2008
AT & T January 1999 - September 2007
City of Meridian September 1997 - January 1999
Skills
●Conflict resolution, ●Strong organizational..., Creative problem solver, Developed listening..., Excellent communication..., MS Windows proficient, Fast learner with a..., ● Enthusiastic..., Eloquent public speaker, Creative Solutions, Customer Satisfaction, Customer Service, Call Centers, Time Management, Sales, Payroll, Invoicing, Insurance, Access, Communication
Education
University of Phoenix 2006 — 2008
Business Communications
Meridian Community College
General Studies
Julia Kane's Retirement Clearinghouse Experience August 2014 - Present
Job Manager Client Services at Retirement Clearinghouse
Industry Financial Services
Experience
Retirement Clearinghouse August 2014 - Present
Retirement Clearinghouse May 2013 - July 2014
Retirement Clearinghouse October 2012 - May 2013
UplinkSpyder January 2011 - January 2013
MSEP, LLC August 2011 - October 2012
Daimler Trucks North America May 2008 - January 2010
Daimler Trucks North America January 2007 - May 2008
Freightliner August 2004 - January 2007
Freightliner Trucks (through Ace Communications) August 2003 - August 2004
Foundation for Voluntary Land Exchange 2001 - 2003
Skills
Marketing, Marketing Strategy, Social Media, Marketing Communications, Social Media Marketing, Account Management, Customer Service, Trade Shows, Process Improvement, Event Planning, Direct Marketing, Editing, Microsoft Office, Social Networking, Customer Satisfaction, Microsoft Excel, Online Marketing, Sales Management, Public Relations, Training, Sales, Program Management, Logistics, Team-oriented, Time Management, Management, Salesforce.com, Retail, Leadership, Pricing, Analytics, Market Planning, Sales Operations, Customer Relationship...
Education
University of North Carolina at Greensboro 2009 — 2011
Bachelor of Science in Business Administration, Marketing, Economics
Portland State University - School of Business 2007 — 2007
Urban Studies, Business Management
Portland Community College 2003 — 2007
AS, Business
North Valley High School 1984 — 1988
Retirement Clearinghouse August 2014 - Present
Retirement Clearinghouse May 2013 - July 2014
Retirement Clearinghouse October 2012 - May 2013
UplinkSpyder January 2011 - January 2013
MSEP, LLC August 2011 - October 2012
Daimler Trucks North America May 2008 - January 2010
Daimler Trucks North America January 2007 - May 2008
Freightliner August 2004 - January 2007
Freightliner Trucks (through Ace Communications) August 2003 - August 2004
Foundation for Voluntary Land Exchange 2001 - 2003
Skills
Marketing, Marketing Strategy, Social Media, Marketing Communications, Social Media Marketing, Account Management, Customer Service, Trade Shows, Process Improvement, Event Planning, Direct Marketing, Editing, Microsoft Office, Social Networking, Customer Satisfaction, Microsoft Excel, Online Marketing, Sales Management, Public Relations, Training, Sales, Program Management, Logistics, Team-oriented, Time Management, Management, Salesforce.com, Retail, Leadership, Pricing, Analytics, Market Planning, Sales Operations, Customer Relationship...
Education
University of North Carolina at Greensboro 2009 — 2011
Bachelor of Science in Business Administration, Marketing, Economics
Portland State University - School of Business 2007 — 2007
Urban Studies, Business Management
Portland Community College 2003 — 2007
AS, Business
North Valley High School 1984 — 1988
Quavis Stokes, MBA Quavis Stokes, MBA's Retirement Clearinghouse Experience July 2012 - Present
Job Accountant
Industry Financial Services
Experience
H&R Block November 2012 - Present
Retirement Clearinghouse July 2012 - Present
AstenJohnson May 2007 - May 2012
Skills
Microsoft Office, Accounting, General Ledger, Accounts Receivable, JD Edwards, Invoice Processing, Accounts Payable, Account Reconciliation, Payroll, Accruals, Reconciliation, Journal Entries, Month End Close, Internal Audit, Supplier Management, Billing Process, Cash Receipts, Ad Hoc Reporting, Expense Management, Great Plains Software, Tax, Time Management, Invoicing, Auditing, Analysis, Cost Accounting, Administration, Financial Reporting, Pivot Tables, PeopleSoft
Education
Charleston Southern University 2009 — 2011
Masters, Business Administration
Francis Marion University 2003 — 2007
Bachelors, Accounting
H&R Block November 2012 - Present
Retirement Clearinghouse July 2012 - Present
AstenJohnson May 2007 - May 2012
Skills
Microsoft Office, Accounting, General Ledger, Accounts Receivable, JD Edwards, Invoice Processing, Accounts Payable, Account Reconciliation, Payroll, Accruals, Reconciliation, Journal Entries, Month End Close, Internal Audit, Supplier Management, Billing Process, Cash Receipts, Ad Hoc Reporting, Expense Management, Great Plains Software, Tax, Time Management, Invoicing, Auditing, Analysis, Cost Accounting, Administration, Financial Reporting, Pivot Tables, PeopleSoft
Education
Charleston Southern University 2009 — 2011
Masters, Business Administration
Francis Marion University 2003 — 2007
Bachelors, Accounting
Justin Fuhr Justin Fuhr's Retirement Clearinghouse Experience March 2013 - December 2014
Job Senior Database Administrator at LendingTree
Industry Computer Software
Experience
LendingTree August 2015 - Present
HRG North America December 2014 - August 2015
Retirement Clearinghouse March 2013 - December 2014
Sinclair Broadcast Group January 2012 - March 2013
Kennedy Krieger Institute July 2010 - January 2012
BD August 2006 - July 2010
Skills
MySQL, PHP, HTML, Oracle, PowerSchool, Linux, Wordpress, T-SQL, Microsoft SQL Server, WordPress, Database Design, Databases, Database Administration, Windows Server, Web Development, Performance Tuning, PL/SQL, Security, Data Migration, Apache, Disaster Recovery, SharePoint, LAMP
Education
University of Maryland University College 2010 — 2012
LendingTree August 2015 - Present
HRG North America December 2014 - August 2015
Retirement Clearinghouse March 2013 - December 2014
Sinclair Broadcast Group January 2012 - March 2013
Kennedy Krieger Institute July 2010 - January 2012
BD August 2006 - July 2010
Skills
MySQL, PHP, HTML, Oracle, PowerSchool, Linux, Wordpress, T-SQL, Microsoft SQL Server, WordPress, Database Design, Databases, Database Administration, Windows Server, Web Development, Performance Tuning, PL/SQL, Security, Data Migration, Apache, Disaster Recovery, SharePoint, LAMP
Education
University of Maryland University College 2010 — 2012
Kenneth J. Lang Kenneth J. Lang's Retirement Clearinghouse Experience 2007 - 2008
Job Relationship Manager at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2014 - Present
Wells Fargo Advisors 2011 - 2014
Mutual of America 2009 - 2011
Retirement Clearinghouse 2007 - 2008
Fidelity Investments 1989 - 2006
USi 1999 - 2002
Skills
401k, Retirement, Retirement Planning, Investments, Pensions, Financial Advisory, 401k Rollovers, Employee Benefits, Retirement Plan..., Fixed Annuities, Finance, Mutual Funds, IRAs, Series 6, Defined Benefit, Life Insurance, High Net Worth..., Series 7, Series 63, Financial Services, 403 b, Business Planning, Wealth Management, Asset Allocation, Investment Advisory, Uniform Combined State..., Series 65, FINRA, Strategic Financial..., Estate Planning
Education
The Ohio State University 1984 — 1988
Bachelor of Arts, Business, Economics, Social Sciences
Nationwide Financial 2014 - Present
Wells Fargo Advisors 2011 - 2014
Mutual of America 2009 - 2011
Retirement Clearinghouse 2007 - 2008
Fidelity Investments 1989 - 2006
USi 1999 - 2002
Skills
401k, Retirement, Retirement Planning, Investments, Pensions, Financial Advisory, 401k Rollovers, Employee Benefits, Retirement Plan..., Fixed Annuities, Finance, Mutual Funds, IRAs, Series 6, Defined Benefit, Life Insurance, High Net Worth..., Series 7, Series 63, Financial Services, 403 b, Business Planning, Wealth Management, Asset Allocation, Investment Advisory, Uniform Combined State..., Series 65, FINRA, Strategic Financial..., Estate Planning
Education
The Ohio State University 1984 — 1988
Bachelor of Arts, Business, Economics, Social Sciences
Neal Ringquist's Retirement Clearinghouse Experience October 2014 - Present
Job
Industry Financial Services
Experience
Retirement Clearinghouse October 2014 - Present
MONDO Financial December 2013 - Present
Advisor Software, Inc. April 2005 - September 2014
Morningstar July 2003 - April 2005
mPower 1999 - 2003
Wells Fargo April 1990 - January 1999
Skills
Product Marketing, Financial Advisory, Strategy, Mutual Funds, Wealth Management, Alternative Investments, Portfolio Management, Strategic Planning, SaaS, Investment Strategies, Business Strategy, Executive Management, Investments, Sales, Asset Management, Management, Finance, 401k, Asset Allocation, Retirement, Investment Advisory, Outsourcing, Financial Modeling, Investment Management, Securities, Integration, Equities, Relationship Management, Venture Capital, Retirement Planning, Business Planning, Mergers & Acquisitions, ETFs, Series 7, Start-ups, Morningstar Direct, Marketing, Financial Services, Product Management
Education
Middlebury College
BA, Economics
The University of Chicago - Booth School of Business
MBA, Finance
Retirement Clearinghouse October 2014 - Present
MONDO Financial December 2013 - Present
Advisor Software, Inc. April 2005 - September 2014
Morningstar July 2003 - April 2005
mPower 1999 - 2003
Wells Fargo April 1990 - January 1999
Skills
Product Marketing, Financial Advisory, Strategy, Mutual Funds, Wealth Management, Alternative Investments, Portfolio Management, Strategic Planning, SaaS, Investment Strategies, Business Strategy, Executive Management, Investments, Sales, Asset Management, Management, Finance, 401k, Asset Allocation, Retirement, Investment Advisory, Outsourcing, Financial Modeling, Investment Management, Securities, Integration, Equities, Relationship Management, Venture Capital, Retirement Planning, Business Planning, Mergers & Acquisitions, ETFs, Series 7, Start-ups, Morningstar Direct, Marketing, Financial Services, Product Management
Education
Middlebury College
BA, Economics
The University of Chicago - Booth School of Business
MBA, Finance
Karen Reopel's Retirement Clearinghouse Experience February 2014 - May 2014
Job Operations Specialist (Contractor) at Aerotek
Industry Financial Services
Experience
Aerotek September 2014 - September 2015
Retirement Clearinghouse February 2014 - May 2014
Aerotek September 2013 - January 2014
Randstad December 2012 - May 2013
Accountemps February 2012 - June 2012
The Newport Group May 2008 - February 2012
Aerotek Professional Services November 2007 - April 2008
Wachovia Bank, N.A. (formerly First Union Nat'l Bank) December 2003 - September 2006
Wachovia Bank, N.A. (formerly First Union Nat'l Bank) September 2000 - December 2003
Wachovia Bank, N.A. (formerly First Union Nat'l Bank) September 1998 - September 2000
Skills
MS Word, MS Powerpoint, MS Access, MS Excel (v-lookup,..., Adobe, balancing, research and problem..., document interpretation, new business..., client reporting, client invoicing, customer service, Invoicing, Access, Employee Benefits, Payroll, Finance, Leadership, Management, Analysis, Time Management, Software Documentation, SharePoint, Customer Service, Customer Satisfaction, Banking, Microsoft Word, Mutual Funds, Financial Services, Investments, Retirement Planning
Education
Becker College 1979 — 1981
AS, Travel and Tour Services
Aerotek September 2014 - September 2015
Retirement Clearinghouse February 2014 - May 2014
Aerotek September 2013 - January 2014
Randstad December 2012 - May 2013
Accountemps February 2012 - June 2012
The Newport Group May 2008 - February 2012
Aerotek Professional Services November 2007 - April 2008
Wachovia Bank, N.A. (formerly First Union Nat'l Bank) December 2003 - September 2006
Wachovia Bank, N.A. (formerly First Union Nat'l Bank) September 2000 - December 2003
Wachovia Bank, N.A. (formerly First Union Nat'l Bank) September 1998 - September 2000
Skills
MS Word, MS Powerpoint, MS Access, MS Excel (v-lookup,..., Adobe, balancing, research and problem..., document interpretation, new business..., client reporting, client invoicing, customer service, Invoicing, Access, Employee Benefits, Payroll, Finance, Leadership, Management, Analysis, Time Management, Software Documentation, SharePoint, Customer Service, Customer Satisfaction, Banking, Microsoft Word, Mutual Funds, Financial Services, Investments, Retirement Planning
Education
Becker College 1979 — 1981
AS, Travel and Tour Services
Russell Winchester, AIF's Retirement Clearinghouse Experience March 2009 - September 2011
Job Vice President, Retirement Partners at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2011 - Present
Retirement Clearinghouse March 2009 - September 2011
OneAmerica Securities 2004 - 2009
MassMutual 2002 - 2004
Guardian Life January 1998 - December 2002
Skills
Strategy, 401k, Sales Management, Leadership, Management, Vendor Management, Sales Operations, Business Planning, Cross-functional Team..., Operations Management, Executive Management, Resource Management, B2B, Fly Fishing
Education
Westfield State University
Bachelor's Degree
Assumption College
Worcester Academy
High School
LPL Financial November 2011 - Present
Retirement Clearinghouse March 2009 - September 2011
OneAmerica Securities 2004 - 2009
MassMutual 2002 - 2004
Guardian Life January 1998 - December 2002
Skills
Strategy, 401k, Sales Management, Leadership, Management, Vendor Management, Sales Operations, Business Planning, Cross-functional Team..., Operations Management, Executive Management, Resource Management, B2B, Fly Fishing
Education
Westfield State University
Bachelor's Degree
Assumption College
Worcester Academy
High School
Donna Pitts's Retirement Clearinghouse Experience April 2013 - Present
Job Mutual Fund Operations Manager at Retirement Clearinghouse
Industry Financial Services
Experience
Retirement Clearinghouse April 2013 - Present
Rollover Systems August 2008 - April 2013
Enterprise Iron June 2007 - June 2008
Skills
Retirement, Financial Services, Microsoft Office, Microsoft Excel, Defined Benefit, 401k Rollovers, Call Centers, Account Reconciliation, Asset Management, Account Management, Mutual Funds, Business Analysis, Process Improvement, Banking, Management, Investments, 401k, Customer Service, Fixed Annuities, IRAs, Securities, Retirement Planning, Series 6, Series 7, Series 63, Retirement Plan..., Fixed Income, Defined Contribution, Pensions, Finance, FINRA, Uniform Combined State..., Equities, Investment Advisory, Asset Allocation, Qualified Retirement..., Series 24, Wealth Management
Education
Elon University 1983 — 1987
BS, Business Administration
Retirement Clearinghouse April 2013 - Present
Rollover Systems August 2008 - April 2013
Enterprise Iron June 2007 - June 2008
Skills
Retirement, Financial Services, Microsoft Office, Microsoft Excel, Defined Benefit, 401k Rollovers, Call Centers, Account Reconciliation, Asset Management, Account Management, Mutual Funds, Business Analysis, Process Improvement, Banking, Management, Investments, 401k, Customer Service, Fixed Annuities, IRAs, Securities, Retirement Planning, Series 6, Series 7, Series 63, Retirement Plan..., Fixed Income, Defined Contribution, Pensions, Finance, FINRA, Uniform Combined State..., Equities, Investment Advisory, Asset Allocation, Qualified Retirement..., Series 24, Wealth Management
Education
Elon University 1983 — 1987
BS, Business Administration
Colin Albert's Retirement Clearinghouse Experience August 2003 - August 2004
Job Senior Software Engineer
Industry Information Technology and Services
Experience
Vertafore July 2006 - Present
BCF Technologies October 2005 - June 2006
Nakoma Group August 2004 - October 2005
Retirement Clearinghouse August 2003 - August 2004
Information Control Systems Inc August 2001 - August 2003
TEKsystems August 2000 - August 2001
Textrol Labs August 1995 - August 2000
Skills
.NET, C#, Web Services, Agile Methodologies, ASP.NET, XML, Visual Studio, VB.NET, Microsoft SQL Server, Software Development, Enterprise Software, Leadership, SDLC, Scrum, Requirements Gathering, Systems Analysis, Programming, T-SQL, Oracle, Ubuntu, Customer Service, Customer Satisfaction, FreeBSD, Windows Server, MSMQ, XSLT, ACORD, Public Speaking, Sales Presentations
Education
Central Piedmont Community College 1996 — 2000
Computer Programming/Systems Analysis
Missouri Southern State University 1993 — 1995
Mechanical Engineering
Vertafore July 2006 - Present
BCF Technologies October 2005 - June 2006
Nakoma Group August 2004 - October 2005
Retirement Clearinghouse August 2003 - August 2004
Information Control Systems Inc August 2001 - August 2003
TEKsystems August 2000 - August 2001
Textrol Labs August 1995 - August 2000
Skills
.NET, C#, Web Services, Agile Methodologies, ASP.NET, XML, Visual Studio, VB.NET, Microsoft SQL Server, Software Development, Enterprise Software, Leadership, SDLC, Scrum, Requirements Gathering, Systems Analysis, Programming, T-SQL, Oracle, Ubuntu, Customer Service, Customer Satisfaction, FreeBSD, Windows Server, MSMQ, XSLT, ACORD, Public Speaking, Sales Presentations
Education
Central Piedmont Community College 1996 — 2000
Computer Programming/Systems Analysis
Missouri Southern State University 1993 — 1995
Mechanical Engineering
Tamisha Nicole Davis's Retirement Clearinghouse Experience February 2007 - August 2014
Job Operations Manager /Entrepreneur
Industry Real Estate
Experience
Lash Group / AmerisourceBergen August 2015 - Present
Noble Concierge Service August 2014 - Present
Socks4days.com September 2014 - Present
Retirement Clearinghouse February 2007 - August 2014
Retirement Clearinghouse October 2005 - August 2014
Retirement Clearinghouse May 2008 - December 2010
MASTERMIND PREP October 2007 - June 2010
ROLLOVERSYSTEMS, LLC October 2005 - May 2007
ACS, a Xerox Company May 2004 - October 2005
INTEGRAL RESOURCES, INC March 2002 - February 2004
Skills
Leadership, Management, Project Management, Customer Service, Call Centers, Building Relationships, Account Management, Sales, Team Building, Hands-on Training, Time Management, Customer Satisfaction, FINRA, Risk Management, Negotiation, Team Leadership, CRM, Series 63, Financial Services, Process Improvement, Communication, Public Speaking, Nonprofits, Training, FINRA Series 99, Problem Solving, Vendor Management, Retirement, Real Estate, Strategic Planning, Relationship Building
Education
Saint Augustine’s University 1998 — 2004
Bachelors of Science, Computer Science
Montbello High School 1994 — 1998
Lash Group / AmerisourceBergen August 2015 - Present
Noble Concierge Service August 2014 - Present
Socks4days.com September 2014 - Present
Retirement Clearinghouse February 2007 - August 2014
Retirement Clearinghouse October 2005 - August 2014
Retirement Clearinghouse May 2008 - December 2010
MASTERMIND PREP October 2007 - June 2010
ROLLOVERSYSTEMS, LLC October 2005 - May 2007
ACS, a Xerox Company May 2004 - October 2005
INTEGRAL RESOURCES, INC March 2002 - February 2004
Skills
Leadership, Management, Project Management, Customer Service, Call Centers, Building Relationships, Account Management, Sales, Team Building, Hands-on Training, Time Management, Customer Satisfaction, FINRA, Risk Management, Negotiation, Team Leadership, CRM, Series 63, Financial Services, Process Improvement, Communication, Public Speaking, Nonprofits, Training, FINRA Series 99, Problem Solving, Vendor Management, Retirement, Real Estate, Strategic Planning, Relationship Building
Education
Saint Augustine’s University 1998 — 2004
Bachelors of Science, Computer Science
Montbello High School 1994 — 1998
Erin Lapham's Retirement Clearinghouse Experience December 2012 - Present
Job Account Manager at Retirement Clearinghouse
Industry Financial Services
Experience
Retirement Clearinghouse December 2012 - Present
Retirement Clearinghouse April 2010 - December 2012
Metro Fire Lifesafety May 2009 - April 2010
Gap Inc September 2007 - May 2009
Steve and Barry’s August 2005 - August 2007
Barnes and Noble June 2004 - June 2005
Skills
Series 99, File Management, Escheatment Processes, Training, Electronic Trading, 401k Rollovers, Account Reconciliation, ERISA, Recruiting, Forecasting, Retail, Inventory Management, Sales, Loss Prevention, Public Relations, Merchandising
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Stephen F. Austin State University 1996 — 2001
Bachelor of Arts (B.A.), English
Retirement Clearinghouse December 2012 - Present
Retirement Clearinghouse April 2010 - December 2012
Metro Fire Lifesafety May 2009 - April 2010
Gap Inc September 2007 - May 2009
Steve and Barry’s August 2005 - August 2007
Barnes and Noble June 2004 - June 2005
Skills
Series 99, File Management, Escheatment Processes, Training, Electronic Trading, 401k Rollovers, Account Reconciliation, ERISA, Recruiting, Forecasting, Retail, Inventory Management, Sales, Loss Prevention, Public Relations, Merchandising
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Stephen F. Austin State University 1996 — 2001
Bachelor of Arts (B.A.), English
Ronald Lawson's Retirement Clearinghouse Experience March 2014 - March 2015
Job Financial Advisor at UBS
Industry Insurance
Experience
Retirement Clearinghouse March 2014 - March 2015
UBS December 2012 - November 2014
Education
Florida Agricultural and Mechanical University 1989 — 1994
BS, Business Economics
Retirement Clearinghouse March 2014 - March 2015
UBS December 2012 - November 2014
Education
Florida Agricultural and Mechanical University 1989 — 1994
BS, Business Economics
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO