Retirement Strategies Group

Description

Address: 150 Morris Ave # 202, Springfield Township, NJ 07081 Phone: (973) 921-9270: : : Category: : Website: Place name: : : Website: http://www.rsgstone.com/ Category: Retirement home Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Retirement Strategies Group Posting publicly on the Web Write a review Reviews Be the first to review

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Retirement Strategies Group Employees

Employee
Years
Job
Industry
Todd Barker, APA Todd Barker, APA New Orleans, Louisiana Details
Todd Barker, APA's Retirement Strategies Group Experience 2009 - Present
Job Plan Accounting Manager at Retirement Strategies Group
Industry Investment Management
Experience
Retirement Strategies Group,  2009 - Present
Retirement Strategies Group   2008 - 2009
Retirement Strategies Group   August 2007 - April 2008

Skills
Customer Service, Management, Microsoft Excel, Leadership, 401k, Sales, Small Business, Strategic Planning

Education
Louisiana State University   2004 — 2007
General Studies

Baton Rouge Community College   2003 — 2004

Delgado Community College   2001 — 2003

Ross Anderson, CMFC® Ross Anderson, CMFC® Orange County, California Area Details
Ross Anderson, CMFC®'s Retirement Strategies Group Experience January 2009 - December 2010
Job Wealth Manager at AmeriFlex Financial Services
Industry Financial Services
Experience
AmeriFlex Financial Services   December 2013 - Present
Signature Resources  December 2010 - December 2013
Retirement Strategies Group   January 2009 - December 2010
Dyer Beech   July 2008 - April 2009
Accredited Home Lenders  October 2003 - June 2008
Wells Fargo  December 2001 - October 2003
Vector Marketing  1997 - 1998

Education
University of California, San Diego   1997 — 2003

Corona Del Mar High School   1995 — 1997

Monte Vista HS

Moses Ware Moses Ware Houston, Texas Details
Moses Ware's Retirement Strategies Group Experience October 2012 - May 2014
Job Business Development Manager at OneSource Moving, LLC
Industry Transportation/Trucking/Railroad
Experience
One Source Moving, LLC   April 2015 - Present
Randa Accessories  June 2014 - January 2015
Retirement Strategies Group   October 2012 - May 2014

Skills
Microsoft Excel, Microsoft Office, Relius Administration, Microsoft Dynamics AX, Microsoft SQL Server, Microsoft Exchange, Cognos ReportNet, Crystal Reports, Oracle Reports, Oracle Financials, Financial Accounting, US GAAP, Accounts Payable, Invoice Processing, Accounts Receivable, Amortization Schedules, Loan Servicing, Management, Leadership, Customer Service, Sales, Strategic Planning, Business Development, PowerPoint, Cold Calling, Negotiation, Sales Process, Team Building

Education
University of New Orleans   2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Louisiana State University
Certificate in Accounting, Accounting

Bruce Berkowitz, CLTC Bruce Berkowitz, CLTC Greater Los Angeles Area Details
Bruce Berkowitz, CLTC's Retirement Strategies Group Experience January 2005 - November 2009
Job Long Term Care Specialist CLTC at ACSIA Partners Long Term Care Inc.
Industry Insurance
Experience
ACSIA PARTNERS  January 2014 - Present
Berkowitz Long Term Care Insurance Services, Inc.   November 2007 - Present
Berkowitz Long Term Care Insurance Services, Inc   June 1999 - Present
Berkowitz Long Term Care Insurance Services,Inc.   June 1999 - Present
New York Life Insurance Company  November 2012 - October 2013
California Long Term Care Insurance Services, Inc.   January 2011 - November 2012
ACSIA Long Term Care, Inc.   November 2009 - December 2011
Retirement Strategies Group   January 2005 - November 2009
LTCR   June 2004 - November 2009
GE Financial Services  June 1999 - January 2003

Skills
Long Term Care Insurance, CA Partnership, Hybrid products for..., Webinars for long term..., Life Insurance, Universal Life, Term Life Insurance, Whole Life, Small Business, Workshops, Fixed Annuities, Guaranteed Lifetime..., Custom Whole Life, Brokers, Disability Insurance, Health Insurance, Guaranteed Lifetime..., Insurance, Medicare, Retirement Planning, Retirement, Underwriting, Investments, IRAs, Variable Annuities, Critical Illness, Financial Planners

Education
Rutgers, The State University of New Jersey-New Brunswick   1967 — 1971
Bachelor of Arts, Psychology

Union High School   1965 — 1967

Jake Dickinson Jake Dickinson Temecula, California Details
Jake Dickinson's Retirement Strategies Group Experience June 2013 - Present
Job Financial Advisor at Retirement Strategies Group
Industry Financial Services
Experience
Retirement Strategies Group   June 2013 - Present
LPL Financial  1998 - 2013
American Express Financial Advisors  1988 - 1998

Skills
Wealth Management, Series 7, Finance

Education
Le Moyne College   1977 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General

Lisa Haydel Lisa Haydel Greater New Orleans Area Details
Lisa Haydel's Retirement Strategies Group Experience November 2014 - Present
Job Plan Accounting Takeover Administrator at Retirement Strategies Group
Industry Investment Banking
Experience
Retirement Strategies Group   November 2014 - Present
Retirement Strategies Group   September 2013 - Present
Geocent  May 2012 - August 2013
Coconut Beach Volleyball Complex   May 2010 - August 2012
Wink Engineering  August 2010 - March 2011

Skills
Sales, Business Development, Negotiation, Microsoft Office, Customer Service, SharePoint, Cold Calling, PowerPoint, New Business Development, Business Networking, Microsoft CRM, Sales Management, Analysis, Microsoft Excel, Social Media

Education
Loyola University New Orleans   2006 — 2010
Bachelor of Business Administration, Marketing

Alyssa Heckathorn Alyssa Heckathorn Greater New Orleans Area Details
Alyssa Heckathorn's Retirement Strategies Group Experience July 2014 - Present
Job Plan Accountant Associate at Retirement Strategies Group
Industry Human Resources
Experience
Retirement Strategies Group   July 2014 - Present
Provost, Salter, Harper & Alford, LLC   January 2014 - July 2014
PJ's Coffee of New Orleans  January 2012 - July 2014

Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Recruiting, Payroll, Training

Education
Southeastern Louisiana University   2009 — 2013
Bachelor of Business Administration, Management-Human Resource Management

Southeastern Louisiana University   2009 — 2013
Bachelor's degree, Human Resources Management/Personnel Administration, General

McKenzie Popick McKenzie Popick Walnut Creek, California Details
McKenzie Popick's Retirement Strategies Group Experience February 2007 - September 2008
Job Sr. Account Executive at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group  September 2008 - Present
Principal Financial Group  January 2015 - June 2015
Retirement Strategies Group   February 2007 - September 2008

Skills
Disability Insurance, Employee Benefits, Life Insurance, Health Insurance, Insurance, Brokers, Benefits Administration, Term Life Insurance

Education
San Diego State University-California State University
Financial Services, Business- Financial Services

Michelle McCarthy Bless Michelle McCarthy Bless San Diego, California Details
Michelle McCarthy Bless's Retirement Strategies Group Experience January 2009 - October 2012
Job Senior Investment Advisor at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group  July 2012 - Present
LPL Financial  July 2012 - Present
Retirement Strategies Group   January 2009 - October 2012
Trilogy Financial Services  January 2001 - March 2003

Skills
Disability Insurance, Retirement plans for..., Retirement, Long-term Care, Financial Planners, 401k, Retirement Planning, IRAs, Fixed Annuities, Pensions, Series 7, Employee Benefits, Investments, Mutual Funds, Asset Allocation, Series 63, Strategic Financial...

Education
Pomona College   1996 — 2000
BA, International Relations and French

Garrison Forest School   1992 — 1996

Dustin Michel Dustin Michel Greater New Orleans Area Details
Dustin Michel's Retirement Strategies Group Experience August 2006 - March 2010
Job Sales Representative at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance  June 2015 - Present
Advocare  March 2014 - Present
Allstate Insurance  March 2010 - June 2015
Retirement Strategies Group   August 2006 - March 2010
Southern Abstracts, Onc.   January 2002 - January 2004

Skills
Sales Management, Sales, Organization, Customer Retention, Communication, Customer Service, Leadership, Employee Benefits, Management, Cold Calling, Team Building, Insurance, Account Management, Marketing, Human Resources

Education
Our Lady of Holy Cross College   2004 — 2006
Bachelors, Business

Delgado Community College   2001 — 2004
Associates, Business

Michael Scott QPA, QKA Michael Scott QPA, QKA Greater New York City Area Details
Michael Scott QPA, QKA's Retirement Strategies Group Experience December 2009 - February 2011
Job Senior Benefits Specialist at Verizon
Industry Human Resources
Experience
Verizon  February 2011 - Present
Retirement Strategies Group   December 2009 - February 2011
Hewitt Associates  July 2009 - December 2009
Milliman  June 2004 - April 2009
Hewitt Associates  April 2001 - April 2004
Mercer  July 1999 - April 2001
Mercer  February 1997 - July 1999
Towers Perrin  April 1996 - February 1997

Education
The College of New Jersey   1987 — 1991
BA, Mathematics / Statistics

Jeremy Callegan, ERPA, APA, APR Jeremy Callegan, ERPA, APA, APR Greater New Orleans Area Details
Jeremy Callegan, ERPA, APA, APR's Retirement Strategies Group Experience December 2012 - December 2014
Job Relationship Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  December 2014 - Present
Retirement Strategies Group   December 2012 - December 2014
Retirement Strategies Group   August 2010 - December 2012
Retirement Strategies Group   May 2007 - August 2010
Abita Springs Water   May 2003 - December 2006

Skills
Retirement, Retirement Planning, 401k, Pensions, Defined Benefit, ERISA, Employee Benefits, Mutual Funds, Investments, Asset Allocation, Strategic Financial..., Series 7, Series 63

Education
Louisiana Tech University   2002 — 2003

Archbishop Shaw   1998 — 2002

Dondrack Smith, APA Dondrack Smith, APA Greater New Orleans Area Details
Dondrack Smith, APA's Retirement Strategies Group Experience July 2007 - Present
Job Retirement Plan Compliance Specialist at Retirement Strategies Group
Industry Financial Services
Experience
Retirement Strategies Group   July 2007 - Present
Winn Dixie Stores  January 2001 - July 2007

Skills
Retirement, 401k, Pensions

Education
University of New Orleans   2005 — 2007
Bachelor, History

Northwestern State University   2001 — 2004
Associates, General Studies