Retirement System Group Inc.

Description

Address: 150 E 42nd St, New York, NY 10017 Phone: (212) 503-0100Hours: : : Category: : : : Website: : Place name: Category: Insurance agency 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.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. 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 System Group Inc Posting publicly on the Web Write a review Reviews Be the first to review

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Retirement System Group Inc. Employees

Employee
Years
Job
Industry
Heather Connington, QKA Heather Connington, QKA Patterson, New York Details
Heather Connington, QKA's Retirement System Group Inc. Experience September 2007 - August 2008
Job Internal Sales Consultant at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services  June 2013 - Present
Pentegra Retirement Services  February 2011 - May 2013
Pentegra Retirement Services  September 2007 - February 2011
BAHT Enterprises   February 2007 - January 2009
Retirement System Group Inc.   September 2007 - August 2008
Bob Renza Dental Studio   June 1998 - September 2007
Union State Bank  September 2006 - December 2006
Goldstein, Karlewicz & Goldstein C.P.A.   January 2005 - April 2005

Education
Dominican College of Blauvelt   2008 — 2011
MBA, Masters in Business Administration

Dominican College of Blauvelt   2003 — 2007
B.A., Mathematics with a Specialization in Actuarial Science

American Society of Pension Professionals & Actuaries
QKA, ASPPA

Troy Fonseca Troy Fonseca New York, New York Details
Troy Fonseca's Retirement System Group Inc. Experience 1999 - 2001
Job Certified Pension Consultant (ASPPA)
Industry Financial Services
Experience
Paul Global Benefits   July 2015 - Present
Wells Fargo Institutional Retirement & Trust  September 2001 - June 2015
Wachovia Retirement Services  September 2006 - December 2008
Retirement System Group Inc.   1999 - 2001
Diversified Investment Advisors  1997 - 1999
Bank Of New York  1994 - 1996
SGS Government Programs Inc.   1994 - 1995

Skills
Relationship Management, 401k, Pensions, CRM, Mutual Funds, Retirement, Financial Services, Retirement Planning, Defined Benefit, Employee Benefits, Banking, Risk Management, Financial Planning, Finance

Education
Saint Thomas Aquinas College   2010 — 2015
MBA

Xavier Institute of Communications   1988 — 1988
Public Relations

St. Xavier's College   1980 — 1985
BS

Sam Kushner Sam Kushner Greater New York City Area Details
Sam Kushner's Retirement System Group Inc. Experience April 2002 - March 2004
Job Experienced Benefits Manager in Retirement and H & W Benefits
Industry Human Resources
Experience
Cablevision Systems Corp.  May 2006 - Present
Arrow Electronics  March 2004 - May 2006
Retirement System Group Inc.   April 2002 - March 2004
KPMG  June 1998 - April 2000
Buck Consultants at Xerox  April 1997 - June 1998
KPMG  1994 - 1997
Public Service Mutual Insurance Company   1992 - 1994

Skills
Microsoft Excel, Payroll, Human Resources, PeopleSoft, Fundraising, Business Analysis, Strategic Planning, Marketing, Microsoft Word, Business Development, General Ledger, Project Management, Financial Reporting, Customer Service, Management, Team Building, Process Improvement

Education
University of South Florida   1999 — 2001
MBA, Finance, MIS

Queens College   1989 — 1992
Bachelor's degree, Applied Mathematics

Heidi Byrne Heidi Byrne Greater New York City Area Details
Heidi Byrne's Retirement System Group Inc. Experience October 1988 - June 2002
Job Licensed Real Estate Salesperson at Ed McNulty Realty LLC
Industry Real Estate
Experience
Ed McNulty Realty LLC   April 2011 - Present
Retirement System Group Inc.   October 1988 - June 2002
Dime Savings Bank of New York  1984 - 1988

Skills
Investments, First Time Home Buyers, Real Estate, Investment Properties, Real Estate Transactions, Relocation, Sellers, Short Sales, Condos, Single Family Homes, Investors, Buyer Representation, Foreclosures, Property Management, Residential Homes, Listings, New Home Sales, REO, Property, FHA

Education
Hofstra University   1987 — 1988
BBA, Accounting

Nassau Community College   1985 — 1986
AAS, Accounting

Norma C. Maldonado Norma C. Maldonado Greater New York City Area Details
Norma C. Maldonado's Retirement System Group Inc. Experience January 1987 - April 1994
Job Administrative Specialist/Dispatch at Peapod
Industry Security and Investigations
Experience
FJC Security Services, Inc.   2008 - Present
Peapod  2005 - Present
ANIBIC (ASSOCIATION FOR NEUROLOGICALLY IMPAIRED BRAIN INJURED CHILDREN)   October 2004 - July 2006
Retirement System Group Inc.   January 1987 - April 1994

Skills
Confidentiality, Administrative Support, Typing, Stock, Office Management, Special Projects, Press Kits, Calendars, Data Entry, Outlook, PowerPoint, File, Supplies, Quickbooks, Supervising, Project Management, Dispatching, Teamwork, Team Building, Administrative..., QuickBooks, Personnel Management, Training Delivery, Report Writing, System Administration, Management, Employee Relations, Training, Customer Service, Human Resources, Business Development, Security, Salesforce.com, Recruiting, Stocks, Organizational..., CRM, Event Planning, Microsoft Excel, Onboarding, Marketing, Microsoft Word, Applicant Tracking..., Cold Calling, Staffing Services

Education
Borough of Manhattan Community College
Associates, Business Administration

John Pulicare John Pulicare Greater Atlanta Area Details
John Pulicare's Retirement System Group Inc. Experience May 1992 - May 2000
Job Director Georgia Market at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  March 2006 - Present
Morgan Stanley  April 2004 - March 2006
Ryan Beck & Co.   May 2000 - March 2004
Ryan Beck & Co.   May 2000 - March 2004
Retirement System Group Inc.   May 1992 - May 2000

Skills
Investments, Mutual Funds, Asset Management, Investment Management, Retirement Planning, Series 7, 401k, Series 63, Asset Allocation, Retirement, Alternative Investments, Product Management, Financial Advisory, Consulting, Wealth Management

Education
Mercy College
BS, Marketing Management

A.J. Walker A.J. Walker Portland, Maine Area Details
A.J. Walker's Retirement System Group Inc. Experience April 2004 - August 2008
Job Managing Principal at Guidance Point Retirement Services, LLC
Industry Financial Services
Experience
Guidance Point Retirement Services, LLC   February 2012 - Present
Acacia Associates Inc.   2008 - 2012
Retirement System Group Inc.   April 2004 - August 2008
Invesmart  January 2001 - April 2004
Walker Associates, Inc   May 1983 - January 2001

Skills
Retirement Plan..., Investment Advisory..., Fiduciary Services, Defined Benefit, ERISA, 401k, Profit Sharing, Retirement, Retirement Planning, Pensions, Investment Advisory, Investments, Mutual Funds, Employee Benefits, Qualified Retirement...

Education
University of Maine   1979 — 1983
BS, Business Administration / Marketing

Craig Cohen Craig Cohen Greater New York City Area Details
Craig Cohen's Retirement System Group Inc. Experience 1996 - 1999
Job Employee Benefits Executive
Industry Human Resources
Experience
Pfizer  2005 - 2011
Avon Products Inc.  2001 - 2005
Arthur Andersen LLP  1999 - 2001
Retirement System Group Inc.   1996 - 1999
Deloitte & Touche LLP  1992 - 1996
William M. Mercer, Inc.   1990 - 1992

Skills
Employee Benefits, Human Resources, Defined Benefit, Deferred Compensation, Mergers & Acquisitions, Benefits Administration, ERISA, Expatriate Management, Actuarial Science, Executive Pay, Compensation & Benefit

Education
University of Pennsylvania
BA, Mathematics

Karen Jung Karen Jung Greater New York City Area Details
Karen Jung's Retirement System Group Inc. Experience 1987 - 2008
Job Director of Finance at Green Hill, Inc.
Industry Financial Services
Experience
Green Hill, Inc.   October 2010 - Present
Pentegra Retirement Services  August 2008 - October 2010
Retirement System Group Inc.   1987 - 2008

Skills
Medicare/Medicaid..., 401k, Auditing, Accounting, Defined Benefit, Mutual Funds, Financial Reporting, Investments, Financial Analysis, Payroll, Strategic Planning, Retirement, Customer Service, Pensions, ERISA, Strategic Financial..., Employee Benefits, Financial Planning

Education
Hofstra University   1981 — 1983
BA, Accounting

Stony Brook University   1979 — 1981
Science, Math

Rich Murnane Rich Murnane Annapolis, Maryland Details
Rich Murnane's Retirement System Group Inc. Experience July 1996 - September 1998
Job I help people with data...
Industry Computer Software
Experience
iJET International  December 2010 - Present
iJET Intelligent Risk Systems  April 2006 - December 2010
Arrow Elecronics   October 1999 - April 2006
Broadpoint Communications   September 1998 - October 1999
Retirement System Group Inc.   July 1996 - September 1998
Salisbury University  1991 - 1995

Skills
Business Intelligence, Data Quality, Data Governance, Data Modeling, Master Data Management, Data Management, ETL, Databases, Enterprise Architecture, Oracle, Enterprise Software, PL/SQL, Data Warehousing, SQL, Data Analysis, Enterprise Data, Data Integration, SSIS, Relational Databases, Big Data, OLAP, Data Migration, SQL Tuning, Database Design, Solution Architecture, SOA, Program Management, Data Warehouse..., Dimensional Modeling, Hadoop, Performance Tuning, DataFlux, Enterprise Data Modeling, PHP, Metadata Management, Requirements Analysis, Data Architecture, SDLC, Business Intelligence..., Erwin

Education
Salisbury University   1991 — 1996
BS, Math, Computer Science, Marketing

Locust Valley   1986 — 1991

MIT Big Data Class

Nancy Culley Nancy Culley Greater Atlanta Area Details
Nancy Culley's Retirement System Group Inc. Experience August 1997 - June 2001
Job Senior Partner Compensation Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company  March 2012 - Present
McKinsey & Company  December 2006 - March 2012
PricewaterhouseCoopers  December 2005 - December 2006
Watson Wyatt  June 2001 - December 2005
Retirement System Group Inc.   August 1997 - June 2001

Skills
Excel, Word, PowerPoint, Access, VBA, Outlook, Lotus Notes, Windows, Adobe Acrobat, SPSS, English, Internet Explorer, Microsoft Excel, Analysis, Technical Writing, Microsoft Word, Data Analysis, Business Analysis

Education
State University of New York College at Oneonta   1993 — 1997
Bachelor's degree, Business/Managerial Economics

Clement Lau Clement Lau Greater New York City Area Details
Clement Lau's Retirement System Group Inc. Experience August 2001 - June 2005
Job Financial Analyst
Industry Financial Services
Experience
Mutual of America  August 2008 - Present
HRS, Inc, Clark, NJ, August 2005 to August 2008   August 2005 - August 2008
Retirement System Group Inc  August 2001 - June 2005

Education
University of California, Santa Barbara   1995 — 1999
BS, Applied Statistics

Erik Oja Erik Oja Greater New York City Area Details
Erik Oja's Retirement System Group Inc. Experience April 2000 - April 2004
Job Banking Industry Analyst at Standard & Poors
Industry Financial Services
Experience
Standard & Poors  August 2006 - Present
Shay Financial Services, Inc.   April 2004 - August 2006
Retirement System Group Inc.   April 2000 - April 2004
Retirement System Group Inc.   July 1991 - April 2000

Education
New York University   1990 — 1995
MA, Economics

New York University
M.A., Economics

University at Buffalo
BA, Economics

Michael Randazzo, CFA Michael Randazzo, CFA Greater New York City Area Details
Michael Randazzo, CFA's Retirement System Group Inc. Experience August 2004 - September 2008
Job V.P. of Investments at Pentegra Retirement Services
Industry Investment Management
Experience
Pentegra Retirement Services  August 2004 - Present
Retirement System Group Inc.   August 2004 - September 2008
Evaluation Associates  October 1997 - August 2004

Education
Seton Hall University   1986 — 1990

Don Saccente Don Saccente Greater New York City Area Details
Don Saccente's Retirement System Group Inc. Experience 1987 - August 2003
Job Director, Defined Benefit Practice Leader at Xerox
Industry Outsourcing/Offshoring
Experience
Xerox  2010 - Present
ACS, a Xerox Company  August 2003 - Present
Xerox  August 2003 - Present
Retirement System Group Inc.   1987 - August 2003

Skills
Vendor Management, Outsourcing, Process Improvement, BPO, Program Management, Defined Benefit, Business Analysis, Business Process..., Leadership, SDLC, PMO, Business Process

Education
Fordham Gabelli School of Business   1993 — 1997
MBA, Finance

Syracuse University   1977 — 1981

Regina Montrony Regina Montrony Greater New York City Area Details
Regina Montrony's Retirement System Group Inc. Experience November 1999 - August 2008
Job Manager Tax Exempt & Advisory Services at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services  August 2008 - Present
Retirement System Group Inc.   November 1999 - August 2008

Skills
Retirement, Mutual Funds, Financial Services, 401k, Tax, Pensions, Strategic Financial..., Investments, Retirement Planning, Defined Benefit, Retirement Plan..., Wealth Management, Financial Planning

Education
Stony Brook University   1993 — 1997

Scott Meoni-Ridenour Scott Meoni-Ridenour Greater New York City Area Details
Scott Meoni-Ridenour's Retirement System Group Inc. Experience May 1997 - April 2004
Job Managing Director Head of Global Asset Servicing Compliance
Industry Financial Services
Experience
BNY Mellon  May 2015 - Present
BNY Mellon  July 2012 - May 2015
BNY Mellon  October 2009 - July 2012
BNY Mellon  April 2006 - October 2009
Retirement System Group Inc.   May 1997 - April 2004
Mellon Financial  April 1991 - June 1995

Skills
Outsourcing, Financial Services, Business Analysis, Alternative Investments, Project Management, Valuation, Employee Benefits, PeopleSoft, Mutual Funds, Risk Management, Microsoft Excel, Derivatives, Banking, Customer Service, Outlook, Strategic Planning, PowerPoint, Process Improvement, Leadership, Change Management, Business Development, Vendor Management, Financial Analysis, Financial Risk, Management, Internal Audit, Finance, Investments

Education
Indiana University of Pennsylvania   1987 — 1991
Bachelor's degree, Clinical sociology

Greater Latrobe

Lisa (Zawada) Hahn Lisa (Zawada) Hahn Greater New York City Area Details
Lisa (Zawada) Hahn's Retirement System Group Inc. Experience 2004 - 2009
Job Treasurer at Nassau Community CollegeT
Industry Higher Education
Experience
Nassau Community College  August 2010 - Present
Bank of New York Mellon  June 2009 - August 2010
Retirement System Group Inc  2004 - 2009
Retiremen System Distributors Inc   2004 - 2009
Retirement System Investors Inc   2004 - 2009
JPMorgan Chase  2001 - 2004
Colson Services Corp.  1991 - 2001

Education
Binghamton University   1980 — 1984
BS, Accounting

Elizabeth Bello Elizabeth Bello Greater New York City Area Details
Elizabeth Bello's Retirement System Group Inc. Experience April 1996 - February 2007
Job Director, Corporate Compensation & Retirement Plans
Industry Human Resources
Experience
Scholastic  March 2009 - Present
Scholastic  February 2007 - March 2009
Retirement System Group Inc.   April 1996 - February 2007
Mutual of America  March 1987 - March 1993

Skills
ERISA, Employee Benefits, Deferred Compensation, Microsoft Excel, Human Resources, PeopleSoft, Benefits Administration, Incentive Programs, Restricted Stock, Employee Stock Options, FLSA, Qualified Retirement..., 401k, Pensions, Retirement Planning, Defined Benefit, Retirement, Vendor Management, Executive Pay, Actuarial Science, Financial Services

Education
Hofstra University   1979 — 1981
B.A., History, Political Science

Adelphi University
Certificate Paralegal Studies, ERISA, Employee Benefits

Barbara Schenk Barbara Schenk Greater New York City Area Details
Barbara Schenk's Retirement System Group Inc. Experience 1998 - 2002
Job Senior Pension Consultant at TLC Pension Consulting, Inc.
Industry Financial Services
Experience
TLC Pension Consulting, Inc.   January 2004 - Present
Retirement System Group Inc.   1998 - 2002

Skills
ERISA, Retirement Planning, Defined Benefit, Retirement, 401k, Defined Contribution, Retirement Plan..., Pensions, Qualified Retirement..., Employee Benefits, Mergers & Acquisitions, Profit Sharing

Education
Hunter College   1960 — 1963
BS, Zoology, Elementary Education

Deborah DaGiau Deborah DaGiau Greater New York City Area Details
Deborah DaGiau's Retirement System Group Inc. Experience September 1984 - April 2004
Job Associate Director of Finance
Industry Education Management
Experience
The Renaissance Charter High School for Innovation  July 2010 - Present
Shay Asset Management Inc.   May 2004 - December 2008
Shay Asset Management   May 2004 - December 2008
Shay Asset Management   May 2004 - December 2008
Shay Assets Management, Inc   January 2004 - December 2008
Shay Assets Management, Inc   January 2004 - December 2008
RS Group   September 1984 - May 2004
Retirement System Group Inc.   September 1984 - April 2004
Retirement System Investors   January 1994 - January 2004
Retirement System group  January 1994 - January 2004

Skills
Retirement, Financial Risk, Strategy, Asset Management, Bloomberg, Bonds, Finance, Risk Management, Portfolio Management, Trading, Project Management, Series 63, Fixed Income, Analysis, Investments, Leadership, Financial Modeling, Mutual Funds, Valuation, Financial Analysis, Structured Finance, Funding, Securities, Corporate Finance, Equities, Private Equity, Mergers & Acquisitions, Capital Markets, Alternative Investments, Due Diligence, Investment Advisory

Education
Saint John's University   1988 — 1993
MBA, Finance

New York University - Leonard N. Stern School of Business   1979 — 1983
Bachelors Degree, Finance and International Business

blessed sacrament school   1967 — 1975

New York University
BS, Investments and International Business

New York University
BS, Investments and International Business

Saint John's University
MBA, Finance

St. John's University
MBA, Finance

Bill Pieper Bill Pieper Greater New York City Area Details
Bill Pieper's Retirement System Group Inc. Experience May 2004 - August 2008
Job Vice President at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services  August 2008 - Present
Retirement System Group Inc.   May 2004 - August 2008
People's United Bank  August 1985 - April 2004
US Army  June 1973 - December 1996
Connecticut National Bank  May 1984 - July 1985
First Bank  August 1982 - February 1984

Skills
Investments, Relationship Management, Mutual Funds, 401k, Retirement Planning, Retirement, Pensions

Education
Long Island University   1981 — 1982
MBA, Finance

University of South Carolina-Columbia   1974 — 1976
MA, Journalism, Advertising/Public Relations

United States Military Academy at West Point   1969 — 1973
BS, Engineering

Henry Tortola Henry Tortola Greater New York City Area Details
Henry Tortola's Retirement System Group Inc. Experience January 2000 - June 2004
Job at Stephen A. Caliendo Accounting Co.
Industry Financial Services
Experience
Pentegra Retirement Services  September 2007 - June 2009
MultiPlan  June 2004 - September 2007
Retirement System Group Inc.   January 2000 - June 2004
CBIZ Retirement Services   February 1984 - January 2000

Skills
Pensions, 401k, Payroll, Human Resources, Software Documentation, Employee Benefits, Insurance, ERISA, Investments, Defined Benefit

Education
Technical Career Institute   1982 — 1984
Electronics

New York Institute of Technology   1980 — 1982
Computer Science

Clinton Institute
Diploma, Computerized Bookkeeping with Quickbooks

Denise Roche Denise Roche Greater New York City Area Details
Denise Roche's Retirement System Group Inc. Experience 1990 - 1997
Job Pension Operations at MacAndrews & Forbes
Industry Venture Capital & Private Equity
Experience
MacAndrews & Forbes  2008 - Present
Citigroup  2005 - 2007
Citigroup  2004 - 2005
CIBC  2001 - 2003
CIBC  1999 - 2001
Morgan Stanley and Barnes & Noble   1998 - 1999
Retirement System Group Inc.   1990 - 1997
Buck Consultants  1982 - 1989

Skills
Actuarial Science, Finance, Leadership, Analysis, Human Resources, Internal Controls, Payroll, Financial Modeling, Financial Services, Management, Employee Benefits, Financial Analysis, Investments, Defined Benefit, Defined Contribution

Education
Fordham University
BA, Applied Mathematics, magna cum laude

Frank Castrofilippo, ERPA, QPA, QKA Frank Castrofilippo, ERPA, QPA, QKA Greater New York City Area Details
Frank Castrofilippo, ERPA, QPA, QKA's Retirement System Group Inc. Experience 2005 - 2008
Job Director, Benefit Integration at Comcast
Industry Entertainment
Experience
Comcast  June 2012 - Present
Price Raffel & Browne  June 2009 - June 2012
Guardian Life Insurance  May 2008 - May 2009
Retirement System Group Inc.   2005 - 2008
buck consultants  2001 - 2005

Skills
Retirement, Compliance, Pensions, Valuation, ERISA, Employee Benefits, 401k, Plan Design, Pension Administration, Retirement Planning, Defined Benefit, Profit Sharing, Microsoft Excel, Defined Contribution, Insurance, Mutual Funds, Life Insurance, Benefits Administration, Disability Insurance, Fixed Annuities, Strategic Financial..., Financial Planning

Education
City University of New York-Brooklyn College   1998 — 2001
BS, Mathematics, Business Management & Finance

Amy Morneweck Amy Morneweck Greater New York City Area Details
Amy Morneweck's Retirement System Group Inc. Experience August 2001 - August 2008
Job Director, Quality Control and Trading at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services  August 2008 - Present
Retirement System Group Inc.   August 2001 - August 2008
Riverdale Country School  September 1995 - June 2001

Education
Oberlin College   1991 — 1995
BA, Math and Latin, With Honors

Tom Zayac Tom Zayac Greater New York City Area Details
Tom Zayac's Retirement System Group Inc. Experience June 1990 - February 1994
Job Project Lead Business Systems Analyst at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services  July 2013 - Present
ADP Retirement Services  February 1994 - June 2013
Retirement System Group Inc.   June 1990 - February 1994
Frank B. Hall  February 1982 - June 1990

Skills
Analysis, Requirements Analysis, Vendor Management, Strategy, Business Analysis, Management Consulting, Process Improvement, SQL, Asset Managment, Cross-functional Team..., Management, Program Management, Software Project..., Integration, Software Documentation, System Administration, Product Management, CRM, Strategic Planning, Change Management, SDLC, Leadership, Business Process..., Requirements Gathering, Project Management, Visio, Team Leadership, Outsourcing, SharePoint, Strategic Partnerships, Agile Methodologies, Business Requirements, SaaS, Risk Management, Business Intelligence, Business Development, Insurance

Education
Iona College   1978 — 1982
Bachelor of Science (B.S.), Mathematics

Teresa (Cocchiarella) Kuhn Teresa (Cocchiarella) Kuhn Chattanooga, Tennessee Area Details
Teresa (Cocchiarella) Kuhn's Retirement System Group Inc. Experience April 1986 - May 1991
Job Manager Investment Accounting
Industry Financial Services
Experience
Fund Dynamics   December 2006 - December 2009
SS&C Technologies  April 2006 - December 2006
GlobeOp Financial Services  June 2005 - April 2006
DPM Mellon  June 1996 - June 2005
Kenmar  May 1991 - June 1996
Retirement System Group Inc.   April 1986 - May 1991
EF hutton & Company, Inc   November 1984 - April 1986

Education
New York Institute of Finance   1984 — 1984
None, Commodity Operations

Ocean County College   1982 — 1984
none, Accounting/Business Administration

David Elko David Elko Greater New York City Area Details
David Elko's Retirement System Group Inc. Experience January 2004 - March 2008
Job Compliance Analyst | Manager | Defined Contribution Plans Experienced Defined Contribution Professional
Industry Financial Services
Experience
Self Employed  March 2010 - Present
INVESTLINK TECHNOLOGIES LLC   August 2008 - March 2010
RETIREMENT SYSTEM GROUP INC  January 2004 - March 2008
Madison Commons Condominium Association   March 2001 - December 2006
USI CONSULTING GROUP (formerly ADP Benefit Services   January 2001 - January 2003
USI Consulting Group  January 1996 - January 2001
USI Consulting Group  January 1994 - January 1996

Skills
Business Development, Pensions, Employee Benefits, Financial Analysis, Human Resources, Performance Management, 401k, Strategy, Training

Education
Rider University   1989 — 1993
Bachelor of Science, Business Administration

Red Bank Regional H.S.

Freda Lu Freda Lu Greater New York City Area Details
Freda Lu's Retirement System Group Inc. Experience May 1999 - September 1999
Job Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  March 2004 - April 2015
Reserve Funds Corp   April 2000 - March 2004
Retirement System Group Inc  May 1999 - September 1999
Banco Real  1997 - 1998

Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Banking, Bloomberg, Equities, Account Reconciliation, Mutual Funds, Fixed Income, Financial Services, Fund Accounting, Financial Statements, Finance, Microsoft Excel, Auditing, Valuation, Financial Accounting, Securities, Investments, Analysis, Cash Management

Education
City University of New York-Brooklyn College
Business Management and Finance