RolloverSystems Company
Industry: Insurance company
DescriptionFounded: 2001 Subsidiary: Rch Securities, LLC
RolloverSystems List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RolloverSystems. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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RolloverSystems Employees
Employee
Years
Job
Industry
Corey Tabaka Corey Tabaka's RolloverSystems Experience November 2008 - May 2009
Job Senior Software Engineer VR at Google
Industry Consumer Electronics
Experience
Google March 2015 - Present
Google July 2012 - March 2015
Jawbone August 2010 - July 2012
Hewlett-Packard July 2010 - August 2010
Palm May 2009 - July 2010
RolloverSystems November 2008 - May 2009
Software Earnings October 2007 - October 2008
e-autobusiness 2004 - 2007
Hendrick Automotive Group April 2003 - December 2004
IBM June 2001 - June 2003
Skills
Kernel Programming, Linux Kernel, Embedded Operating..., Embedded Systems, Web Applications, 3D rendering, Software Development, Operating Systems, Kernel, C, C++, Linux, Device Drivers, Software Engineering, Python, ARM, Firmware, Embedded Linux, Mobile Devices, Android, Embedded Software, Open Source, MySQL, Debugging, Microcontrollers, C#, Distributed Systems
Education
North Carolina State University
Computer Engineering
Google March 2015 - Present
Google July 2012 - March 2015
Jawbone August 2010 - July 2012
Hewlett-Packard July 2010 - August 2010
Palm May 2009 - July 2010
RolloverSystems November 2008 - May 2009
Software Earnings October 2007 - October 2008
e-autobusiness 2004 - 2007
Hendrick Automotive Group April 2003 - December 2004
IBM June 2001 - June 2003
Skills
Kernel Programming, Linux Kernel, Embedded Operating..., Embedded Systems, Web Applications, 3D rendering, Software Development, Operating Systems, Kernel, C, C++, Linux, Device Drivers, Software Engineering, Python, ARM, Firmware, Embedded Linux, Mobile Devices, Android, Embedded Software, Open Source, MySQL, Debugging, Microcontrollers, C#, Distributed Systems
Education
North Carolina State University
Computer Engineering
Rhonda Mayo Rhonda Mayo's RolloverSystems Experience March 2008 - October 2009
Job Sr. Business Planning and Strategy Consultant at MetLife
Industry Financial Services
Experience
MetLife October 2014 - Present
Leaders in Relationship, Vendor & Event Management in the Charlotte, North Carolina Area 2014 - Present
Bank of America August 2011 - January 2013
Bank of America August 2010 - August 2011
Bank of America February 2010 - July 2010
RolloverSystems March 2008 - October 2009
Vanguard December 1997 - March 2008
A Gem Am I Special Events, Inc. October 2001 - December 2007
Skills
Leadership, Strategy, Process Improvement, Business Analysis, Management, Project Management, Project Planning, Marketing, Program Management, Budgets, Microsoft Office, Analysis, Relationship Management, Financial Services, Strategic Planning, Customer Service, Business Process, Contract Negotiation, Insurance, Portfolio Management, Public Speaking, Event Planning, Finance, Change Management, Team Building, Training, Mutual Funds, Asset Management, Strategic Financial..., Asset Managment, Vendor Management, Vendor Relationships, Vendor Contracts, Project Coordination
Education
North Carolina Agricultural and Technical State University 1990 — 1995
Bachelor of Science (BS), Finance, General
MetLife October 2014 - Present
Leaders in Relationship, Vendor & Event Management in the Charlotte, North Carolina Area 2014 - Present
Bank of America August 2011 - January 2013
Bank of America August 2010 - August 2011
Bank of America February 2010 - July 2010
RolloverSystems March 2008 - October 2009
Vanguard December 1997 - March 2008
A Gem Am I Special Events, Inc. October 2001 - December 2007
Skills
Leadership, Strategy, Process Improvement, Business Analysis, Management, Project Management, Project Planning, Marketing, Program Management, Budgets, Microsoft Office, Analysis, Relationship Management, Financial Services, Strategic Planning, Customer Service, Business Process, Contract Negotiation, Insurance, Portfolio Management, Public Speaking, Event Planning, Finance, Change Management, Team Building, Training, Mutual Funds, Asset Management, Strategic Financial..., Asset Managment, Vendor Management, Vendor Relationships, Vendor Contracts, Project Coordination
Education
North Carolina Agricultural and Technical State University 1990 — 1995
Bachelor of Science (BS), Finance, General
Bob Yunger Bob Yunger's RolloverSystems Experience 2004 - February 2005
Job VP of Sales at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade March 2005 - Present
RolloverSystems 2004 - February 2005
Conseco 2001 - 2003
Rydex Investments 1996 - 2000
Skills
Sales, Series 7, Series 63, Mutual Funds, Wealth Management, Securities, Asset Allocation, Investments, Investment Advisory, Series 24, Alternative Investments, Financial Services, Equities, Portfolio Management, Retirement Planning
Education
University of Maryland College Park 1987 — 1992
Bachelor of Arts (B.A.), Behavioral Sciences
TD Ameritrade March 2005 - Present
RolloverSystems 2004 - February 2005
Conseco 2001 - 2003
Rydex Investments 1996 - 2000
Skills
Sales, Series 7, Series 63, Mutual Funds, Wealth Management, Securities, Asset Allocation, Investments, Investment Advisory, Series 24, Alternative Investments, Financial Services, Equities, Portfolio Management, Retirement Planning
Education
University of Maryland College Park 1987 — 1992
Bachelor of Arts (B.A.), Behavioral Sciences
Rocky D'Alessandro Rocky D'Alessandro's RolloverSystems Experience November 2008 - July 2010
Job Retirement Plan Consultant at MillenniuM Investment & Retirement Advisors, LLC
Industry Financial Services
Experience
MillenniuM Investment & Retirement Advisors, LLC August 2012 - Present
Stanley Benefit Services June 2011 - July 2012
Bank of America July 2010 - June 2011
RolloverSystems November 2008 - July 2010
The Newport Group January 2003 - November 2008
Skills
401k, Employee Benefits, Defined Benefit, Retirement Planning, Retirement, Defined Contribution
Education
Pennsylvania State University 1996 — 2000
Bachelor of Science, Economics
MillenniuM Investment & Retirement Advisors, LLC August 2012 - Present
Stanley Benefit Services June 2011 - July 2012
Bank of America July 2010 - June 2011
RolloverSystems November 2008 - July 2010
The Newport Group January 2003 - November 2008
Skills
401k, Employee Benefits, Defined Benefit, Retirement Planning, Retirement, Defined Contribution
Education
Pennsylvania State University 1996 — 2000
Bachelor of Science, Economics
Kelly Barton Rogers Kelly Barton Rogers's RolloverSystems Experience June 2005 - June 2006
Job Business Development Consultant at Octane MediaWorks
Industry Online Media
Experience
Octane MediaWorks August 2012 - Present
Baker & Taylor February 2011 - August 2012
BWE / InterActive Corp. (IAC) January 2008 - June 2009
Bennett & Goldsmith, LLC June 2006 - October 2008
RolloverSystems June 2005 - June 2006
AG Edwards June 2003 - June 2004
PeopleSoft 2003 - 2004
YOUcentric February 2000 - June 2003
Union Camp 1995 - 1996
Skills
Entrepreneurship, Enterprise Software, Product Marketing, Project Management, Marketing, Integration, Portfolio Management, Customer Service, Product Development, Asset Management, CRM, Professional Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor of Science (BS), Environmental Science
Octane MediaWorks August 2012 - Present
Baker & Taylor February 2011 - August 2012
BWE / InterActive Corp. (IAC) January 2008 - June 2009
Bennett & Goldsmith, LLC June 2006 - October 2008
RolloverSystems June 2005 - June 2006
AG Edwards June 2003 - June 2004
PeopleSoft 2003 - 2004
YOUcentric February 2000 - June 2003
Union Camp 1995 - 1996
Skills
Entrepreneurship, Enterprise Software, Product Marketing, Project Management, Marketing, Integration, Portfolio Management, Customer Service, Product Development, Asset Management, CRM, Professional Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor of Science (BS), Environmental Science
Nidhee Bhatt's RolloverSystems Experience February 2008 - February 2009
Job Managed Resouce Recruiter at Wells Fargo Enterprise Technology Services
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
TEKsystems September 2012 - July 2014
VectorVest Inc March 2009 - August 2012
RolloverSystems February 2008 - February 2009
Vanguard June 2006 - February 2008
BB&T Centralized Collections October 2003 - June 2006
Skills
Series 63, Series 6, 401k, Mutual Funds, Retirement Planning, Customer Service, IRAs, Risk Management, Asset Allocation, Defined Benefit, Fixed Annuities, Public Speaking, Microsoft Excel, Relationship Management, Microsoft Office, ETFs, Budgets, Wealth Management, Financial Services, Investments, Management, Training, Leadership, Recruiting, Team Building, Networking, Time Management, Project Management, Research, Temporary Placement, Contract Recruitment, Databases, CRM, Coaching, Equities, Fixed Income, Foreign Languages
Education
University of North Carolina at Pembroke 2002 — 2006
Bachelors, Criminal Justice
Wells Fargo July 2014 - Present
TEKsystems September 2012 - July 2014
VectorVest Inc March 2009 - August 2012
RolloverSystems February 2008 - February 2009
Vanguard June 2006 - February 2008
BB&T Centralized Collections October 2003 - June 2006
Skills
Series 63, Series 6, 401k, Mutual Funds, Retirement Planning, Customer Service, IRAs, Risk Management, Asset Allocation, Defined Benefit, Fixed Annuities, Public Speaking, Microsoft Excel, Relationship Management, Microsoft Office, ETFs, Budgets, Wealth Management, Financial Services, Investments, Management, Training, Leadership, Recruiting, Team Building, Networking, Time Management, Project Management, Research, Temporary Placement, Contract Recruitment, Databases, CRM, Coaching, Equities, Fixed Income, Foreign Languages
Education
University of North Carolina at Pembroke 2002 — 2006
Bachelors, Criminal Justice
Tim Merrill's RolloverSystems Experience December 2001 - March 2007
Job Director of Product Design at HubSpot
Industry Marketing and Advertising
Experience
HubSpot August 2015 - Present
Medullan August 2014 - August 2015
Wonderwheel Interactive November 2007 - August 2014
Terrible Labs December 2013 - July 2014
20Mile Interactive June 2012 - November 2013
LightWedge, LLC March 2007 - November 2007
RolloverSystems December 2001 - March 2007
TEAMtalk media April 2001 - December 2001
Whittman-Hart / marchFIRST September 2000 - March 2001
LendingTree, Inc. January 1998 - September 2000
Skills
Web Design, Information Architecture, Creative Direction, Photoshop, WordPress, Drupal, CSS, InDesign, Logo Design, Graphic Design, Online Marketing, User Experience, Branding & Identity, Illustrator, XHTML, JavaScript, Online Advertising, Brand Design, Interaction Design, User Experience Design, Usability, HTML 5, User Interface Design, Packaging, CMS, Art Direction, Adobe Creative Suite, Typography, PHP, Web Standards, Illustration, Web Development, User-centered Design, CSS3, SASS, Foundation, Rapid Prototyping, jQuery, Front-end Coding, HTML5
Education
Syracuse University 1991 — 1995
B.Sc., Neuropsychology
HubSpot August 2015 - Present
Medullan August 2014 - August 2015
Wonderwheel Interactive November 2007 - August 2014
Terrible Labs December 2013 - July 2014
20Mile Interactive June 2012 - November 2013
LightWedge, LLC March 2007 - November 2007
RolloverSystems December 2001 - March 2007
TEAMtalk media April 2001 - December 2001
Whittman-Hart / marchFIRST September 2000 - March 2001
LendingTree, Inc. January 1998 - September 2000
Skills
Web Design, Information Architecture, Creative Direction, Photoshop, WordPress, Drupal, CSS, InDesign, Logo Design, Graphic Design, Online Marketing, User Experience, Branding & Identity, Illustrator, XHTML, JavaScript, Online Advertising, Brand Design, Interaction Design, User Experience Design, Usability, HTML 5, User Interface Design, Packaging, CMS, Art Direction, Adobe Creative Suite, Typography, PHP, Web Standards, Illustration, Web Development, User-centered Design, CSS3, SASS, Foundation, Rapid Prototyping, jQuery, Front-end Coding, HTML5
Education
Syracuse University 1991 — 1995
B.Sc., Neuropsychology
Aker Bey's RolloverSystems Experience February 2008 - September 2010
Job Project Manager
Industry Financial Services
Experience
TIAA-CREF September 2010 - Present
RolloverSystems February 2008 - September 2010
E*TRADE Financial February 2007 - February 2008
The Vanguard Group July 1999 - September 2006
GE Capital January 1997 - July 1999
Skills
Series 63, Series 7, Series 6, Retirement, IRAs, Financial Services, 401k, Mutual Funds, Retirement Planning, Fixed Annuities, Securities, FINRA, Investments, Asset Allocation, Public Speaking, Uniform Combined State..., Wealth Management, Strategic Financial..., Series 24, Finance, Investment Advisory, Life Insurance, Relationship Management, Asset Management, Fixed Income, Financial Planners, Financial Planning
Education
Johnson C. Smith University - JCSU 1993 — 1995
Communications
TIAA-CREF September 2010 - Present
RolloverSystems February 2008 - September 2010
E*TRADE Financial February 2007 - February 2008
The Vanguard Group July 1999 - September 2006
GE Capital January 1997 - July 1999
Skills
Series 63, Series 7, Series 6, Retirement, IRAs, Financial Services, 401k, Mutual Funds, Retirement Planning, Fixed Annuities, Securities, FINRA, Investments, Asset Allocation, Public Speaking, Uniform Combined State..., Wealth Management, Strategic Financial..., Series 24, Finance, Investment Advisory, Life Insurance, Relationship Management, Asset Management, Fixed Income, Financial Planners, Financial Planning
Education
Johnson C. Smith University - JCSU 1993 — 1995
Communications
Todd Sain, MBA Todd Sain, MBA's RolloverSystems Experience March 2004 - September 2006
Job Acumatica Cloud ERP, Plex Cloud Manufacturing and Sage Business Partner at AccuPointe
Industry Information Technology and Services
Experience
AccuPointe, Inc. January 2015 - Present
KapStone Paper and Packaging Corporation January 2014 - December 2014
KapStone Paper & Packaging September 2008 - December 2014
National Diagnostics, Inc, October 2006 - August 2008
RolloverSystems March 2004 - September 2006
National Diagnostics, Inc. June 2001 - March 2004
Team Technology Incorporated August 1999 - June 2001
Royal & SunAlliance 1997 - 1998
Skills
Team Building, Process Improvement, Software Development, IT Strategy, Budgeting, Vendor Management, Cost Management, Enterprise Systems, Integration, ERP, Team Leadership, Process Development, SDLC, Change Management, Cross-functional Team..., SOA, Strategy, Business Analysis, Project Management, Software Project..., SharePoint, Management, Requirements Analysis, .NET, Strategic Planning, Budgets, Business Process, Leadership, PMO, Enterprise Software, Business Strategy, SAP, Pre-sales, Information Architecture, Visio, Program Management, IT Management, Process Simulation
Education
Colorado State University 2009 — 2013
MBA, Business Administration and Management, General
Appalachian State University 1986 — 1990
BSBA, Management, Computer Information Systems
West Lincoln High School 1983 — 1986
AccuPointe, Inc. January 2015 - Present
KapStone Paper and Packaging Corporation January 2014 - December 2014
KapStone Paper & Packaging September 2008 - December 2014
National Diagnostics, Inc, October 2006 - August 2008
RolloverSystems March 2004 - September 2006
National Diagnostics, Inc. June 2001 - March 2004
Team Technology Incorporated August 1999 - June 2001
Royal & SunAlliance 1997 - 1998
Skills
Team Building, Process Improvement, Software Development, IT Strategy, Budgeting, Vendor Management, Cost Management, Enterprise Systems, Integration, ERP, Team Leadership, Process Development, SDLC, Change Management, Cross-functional Team..., SOA, Strategy, Business Analysis, Project Management, Software Project..., SharePoint, Management, Requirements Analysis, .NET, Strategic Planning, Budgets, Business Process, Leadership, PMO, Enterprise Software, Business Strategy, SAP, Pre-sales, Information Architecture, Visio, Program Management, IT Management, Process Simulation
Education
Colorado State University 2009 — 2013
MBA, Business Administration and Management, General
Appalachian State University 1986 — 1990
BSBA, Management, Computer Information Systems
West Lincoln High School 1983 — 1986
Joyce Fox's RolloverSystems Experience January 2006 - July 2009
Job Retirement call center expert.
Industry Financial Services
Experience
Retirement Clearing House May 2012 - July 2013
Assurant Specialty Property September 2011 - May 2012
RolloverSystems January 2006 - July 2009
Fedility Investments September 2005 - January 2006
Skills
Health Insurance, Call Center, Property & Casualty..., Claim, General Insurance, Lotus Notes, Customer Service, Employee Benefits, Liability, Relationship Management, Mutual Funds, Management, Call Centers, Accounting, Investments, IRAs, Training, Series 63, 401k, Insurance
Education
Saint Leo University 2013 — 2017
Bachelor of Applied Science (B.A.Sc.), Accounting
Belmont Abbey College 2013 — 2014
Bachelor's Degree, Accounting and Finance, 3.17
Central Piedmont Community College 2000 — 2002
Businness
Retirement Clearing House May 2012 - July 2013
Assurant Specialty Property September 2011 - May 2012
RolloverSystems January 2006 - July 2009
Fedility Investments September 2005 - January 2006
Skills
Health Insurance, Call Center, Property & Casualty..., Claim, General Insurance, Lotus Notes, Customer Service, Employee Benefits, Liability, Relationship Management, Mutual Funds, Management, Call Centers, Accounting, Investments, IRAs, Training, Series 63, 401k, Insurance
Education
Saint Leo University 2013 — 2017
Bachelor of Applied Science (B.A.Sc.), Accounting
Belmont Abbey College 2013 — 2014
Bachelor's Degree, Accounting and Finance, 3.17
Central Piedmont Community College 2000 — 2002
Businness
Katherine Bein Katherine Bein's RolloverSystems Experience May 2010 - February 2012
Job *
Industry Architecture & Planning
Experience
Fluor January 2012 - January 2013
RolloverSystems May 2010 - February 2012
Architect of the Capitol May 2010 - September 2010
Skills
Adobe Creative Suite, Microsoft Works, AutoCAD, Sketching, SketchUp, Model Building, Revit, Large Format Printing, Graphic Design, Rendering, CAD, Submittals, Architecture, InDesign, Architectural Design, Interior Design, Photoshop, Microsoft Office
Education
The Catholic University of America 2007 — 2010
BS, Architecture
Marianapolis Preparatory School 2002 — 2006
High School Diploma, College Preparatory
Ave Maria University
Fluor January 2012 - January 2013
RolloverSystems May 2010 - February 2012
Architect of the Capitol May 2010 - September 2010
Skills
Adobe Creative Suite, Microsoft Works, AutoCAD, Sketching, SketchUp, Model Building, Revit, Large Format Printing, Graphic Design, Rendering, CAD, Submittals, Architecture, InDesign, Architectural Design, Interior Design, Photoshop, Microsoft Office
Education
The Catholic University of America 2007 — 2010
BS, Architecture
Marianapolis Preparatory School 2002 — 2006
High School Diploma, College Preparatory
Ave Maria University
Susan MacCargar Susan MacCargar's RolloverSystems Experience July 2003 - July 2007
Job Creative and Communications Consultant at Sole Source Design
Industry Marketing and Advertising
Experience
Sole Source Design July 2007 - Present
RolloverSystems July 2003 - July 2007
ECMS Advertising August 2001 - July 2003
ettain group September 2000 - August 2001
LendingTree December 1999 - September 2000
Ernst & Young September 1997 - December 1999
Compass Group North America December 1995 - September 1997
Powerhouse Color July 1994 - October 1995
Skills
Web Design, Graphic Design, Advertising, Management, Business Development, Public Relations, Art Direction, Trade Shows, User Experience, Information Architecture, Marketing, Concept Development, Strategic Communications, Integrated Marketing, Corporate Branding, Brand Development
Education
University of North Carolina at Charlotte 1990 — 1994
BFA, Graphic Design
Sole Source Design July 2007 - Present
RolloverSystems July 2003 - July 2007
ECMS Advertising August 2001 - July 2003
ettain group September 2000 - August 2001
LendingTree December 1999 - September 2000
Ernst & Young September 1997 - December 1999
Compass Group North America December 1995 - September 1997
Powerhouse Color July 1994 - October 1995
Skills
Web Design, Graphic Design, Advertising, Management, Business Development, Public Relations, Art Direction, Trade Shows, User Experience, Information Architecture, Marketing, Concept Development, Strategic Communications, Integrated Marketing, Corporate Branding, Brand Development
Education
University of North Carolina at Charlotte 1990 — 1994
BFA, Graphic Design
Nefertari Ward, CRPS®'s RolloverSystems Experience June 2010 - October 2011
Job Client Relationship Manager
Industry Financial Services
Experience
The Vanguard Group September 2013 - Present
ADP June 2012 - May 2013
New York Life Insurance Company October 2011 - May 2012
RolloverSystems June 2010 - October 2011
LPL Financial February 2008 - May 2010
The Allen Tate Company August 2006 - February 2008
TIAA CREF May 2004 - June 2006
The Vanguard Group February 2004 - May 2004
AXA Equitable May 1999 - March 2003
Skills
Team Leadership, Consultative Selling, Contract Negotiation, Issues Resolution, Process Improvement, SDLC, Call Center, Project Implementation, Client Relationship..., Siebel, Salesforce.com, Eloqua, CRM, Call Centers, Customer Retention, Sarbanes-Oxley, ERISA, Anti Money Laundering, Retirement, PeopleSoft, Leadership, Conflict Resolution, Investments, Retirement Planning, Sales, Time Management, Series 7, Series 6, Series 63, 401k, Management, Financial Services
Education
Kaplan University 2013 — 2014
Master of Science (M.S.), Psychology
University of North Carolina at Charlotte 1995 — 2002
Bachelor of Arts (B.A.), Psychology
Keller Graduate School of Management of DeVry University
MBA, Project Management
The Vanguard Group September 2013 - Present
ADP June 2012 - May 2013
New York Life Insurance Company October 2011 - May 2012
RolloverSystems June 2010 - October 2011
LPL Financial February 2008 - May 2010
The Allen Tate Company August 2006 - February 2008
TIAA CREF May 2004 - June 2006
The Vanguard Group February 2004 - May 2004
AXA Equitable May 1999 - March 2003
Skills
Team Leadership, Consultative Selling, Contract Negotiation, Issues Resolution, Process Improvement, SDLC, Call Center, Project Implementation, Client Relationship..., Siebel, Salesforce.com, Eloqua, CRM, Call Centers, Customer Retention, Sarbanes-Oxley, ERISA, Anti Money Laundering, Retirement, PeopleSoft, Leadership, Conflict Resolution, Investments, Retirement Planning, Sales, Time Management, Series 7, Series 6, Series 63, 401k, Management, Financial Services
Education
Kaplan University 2013 — 2014
Master of Science (M.S.), Psychology
University of North Carolina at Charlotte 1995 — 2002
Bachelor of Arts (B.A.), Psychology
Keller Graduate School of Management of DeVry University
MBA, Project Management
J.P. Cain's RolloverSystems Experience November 2007 - May 2008
Job Regional Financial Advice Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
OneAmerica September 2013 - September 2014
Charles Schwab July 2010 - August 2013
McCready & Keene December 2008 - December 2009
RolloverSystems November 2007 - May 2008
Wachovia February 2005 - November 2007
Wachovia September 2001 - February 2005
Skills
Investments, Mutual Funds, Qualified Retirement..., Series 7, Wealth Management, Equity Trading, Technical Analysis, Options Trading, Portfolio Analysis, IRAs, Mutual Fund Analysis, ETF Analysis, Financial Services, Asset Allocation, Series 63, 401k, Financial Advisory, Financial Planning, Leadership, Retirement, Retirement Plan..., Portfolio Management, Options, Retirement Planning, Sales
Education
Purdue University
BS, Financial Counseling and Planning
Ameriprise Financial Services, Inc. October 2014 - Present
OneAmerica September 2013 - September 2014
Charles Schwab July 2010 - August 2013
McCready & Keene December 2008 - December 2009
RolloverSystems November 2007 - May 2008
Wachovia February 2005 - November 2007
Wachovia September 2001 - February 2005
Skills
Investments, Mutual Funds, Qualified Retirement..., Series 7, Wealth Management, Equity Trading, Technical Analysis, Options Trading, Portfolio Analysis, IRAs, Mutual Fund Analysis, ETF Analysis, Financial Services, Asset Allocation, Series 63, 401k, Financial Advisory, Financial Planning, Leadership, Retirement, Retirement Plan..., Portfolio Management, Options, Retirement Planning, Sales
Education
Purdue University
BS, Financial Counseling and Planning
Shawn Dubis's RolloverSystems Experience February 2005 - February 2008
Job Web Engineer 5 at Wachovia, A Wells Fargo Company
Industry Computer Software
Experience
Wachovia, A Wells Fargo Company March 2010 - Present
Time Warner Cable March 2008 - February 2010
RolloverSystems February 2005 - February 2008
Skills
Web Services, C#, .NET, JavaScript, Java, Microsoft SQL Server
Education
Clemson University 1995 — 2001
Wachovia, A Wells Fargo Company March 2010 - Present
Time Warner Cable March 2008 - February 2010
RolloverSystems February 2005 - February 2008
Skills
Web Services, C#, .NET, JavaScript, Java, Microsoft SQL Server
Education
Clemson University 1995 — 2001
Eisha Stone's RolloverSystems Experience September 2009 - January 2011
Job Air Traffic Controller
Industry Government Administration
Experience
FAA March 2011 - Present
RolloverSystems September 2009 - January 2011
Etrade Financial 2007 - 2007
Skills
Public Speaking, Investments, Customer Service, Series 63, Rollovers, Leadership, Financial Services, Sales, Management, Process Improvement, Program Management, Risk Management, Strategic Planning
Education
Hollins University 1998 — 2002
BA, Biology/Pre-Med
Richland Northeast
FAA March 2011 - Present
RolloverSystems September 2009 - January 2011
Etrade Financial 2007 - 2007
Skills
Public Speaking, Investments, Customer Service, Series 63, Rollovers, Leadership, Financial Services, Sales, Management, Process Improvement, Program Management, Risk Management, Strategic Planning
Education
Hollins University 1998 — 2002
BA, Biology/Pre-Med
Richland Northeast
Charles Cabell's RolloverSystems Experience 2006 - 2007
Job Network and Windows System Architect , MCSE CCNA
Industry Computer Networking
Experience
Mergent June 2007 - Present
PCMedic2go.com 2004 - 2010
RolloverSystems 2006 - 2007
Guarantee Insurance 2001 - 2006
Brambles Equipment Services 1999 - 2003
Holiday Inn Bells Road 1990 - 1993
Skills
Disaster Recovery, Troubleshooting, Windows, Virtualization, Data Center, Active Directory, ITIL, IT Management, Windows Server, Cisco Technologies, DNS, Vendor Management, Enterprise Architecture, Visio, Cloud Computing, IT Strategy, Team Leadership, VMware, Security, Networking, WAN, Management
Education
J Sargeant Reynolds Community College 1995 — 1998
Information Technology
WV Institute of Technology
Mergent June 2007 - Present
PCMedic2go.com 2004 - 2010
RolloverSystems 2006 - 2007
Guarantee Insurance 2001 - 2006
Brambles Equipment Services 1999 - 2003
Holiday Inn Bells Road 1990 - 1993
Skills
Disaster Recovery, Troubleshooting, Windows, Virtualization, Data Center, Active Directory, ITIL, IT Management, Windows Server, Cisco Technologies, DNS, Vendor Management, Enterprise Architecture, Visio, Cloud Computing, IT Strategy, Team Leadership, VMware, Security, Networking, WAN, Management
Education
J Sargeant Reynolds Community College 1995 — 1998
Information Technology
WV Institute of Technology
Spencer Williams's RolloverSystems Experience April 2007 - February 2013
Job President/CEO
Industry Financial Services
Experience
Retirement Clearinghouse, LLC February 2013 - Present
RolloverSystems April 2007 - February 2013
MassMutual Financial Group April 1998 - March 2007
Federated Investors, Inc. July 1993 - March 1998
Skills
401k, Retirement Planning, Investments, Series 7, Retirement, Mutual Funds, Strategic Financial..., Series 63, Strategic Planning, Securities, Insurance, Risk Management, Fixed Annuities
Education
St Viator HS
St Viator HS
United States Naval Academy 1975 — 1979
Bachelor of Science (BS)
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Retirement Clearinghouse, LLC February 2013 - Present
RolloverSystems April 2007 - February 2013
MassMutual Financial Group April 1998 - March 2007
Federated Investors, Inc. July 1993 - March 1998
Skills
401k, Retirement Planning, Investments, Series 7, Retirement, Mutual Funds, Strategic Financial..., Series 63, Strategic Planning, Securities, Insurance, Risk Management, Fixed Annuities
Education
St Viator HS
St Viator HS
United States Naval Academy 1975 — 1979
Bachelor of Science (BS)
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Beau Barnes's RolloverSystems Experience February 2008 - October 2008
Job Branch Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade November 2011 - Present
Merrill Lynch November 2009 - October 2011
Bank of America March 2009 - November 2009
Bank of America October 2008 - March 2009
RolloverSystems February 2008 - October 2008
The Vanguard Group March 2004 - February 2008
Skills
Investments, Financial Services, Series 7, Series 63, CRM, Management, Retirement, Financial Advisory, Banking, Mutual Funds, Retirement Planning, Finance, Securities, Wealth Management
Education
The American College 2006 — 2008
Certified Financial Planning Program
East Carolina University - College of Business 1999 — 2003
BSBA, Managerial Finance, Business Management
Scottrade November 2011 - Present
Merrill Lynch November 2009 - October 2011
Bank of America March 2009 - November 2009
Bank of America October 2008 - March 2009
RolloverSystems February 2008 - October 2008
The Vanguard Group March 2004 - February 2008
Skills
Investments, Financial Services, Series 7, Series 63, CRM, Management, Retirement, Financial Advisory, Banking, Mutual Funds, Retirement Planning, Finance, Securities, Wealth Management
Education
The American College 2006 — 2008
Certified Financial Planning Program
East Carolina University - College of Business 1999 — 2003
BSBA, Managerial Finance, Business Management
Anthony Fairchild's RolloverSystems Experience January 2010 - August 2012
Job Retirement Specialist at The Newport Group
Industry Financial Services
Experience
The Newport Group August 2012 - Present
RolloverSystems January 2010 - August 2012
Education
College of Charleston 2002 — 2006
The Newport Group August 2012 - Present
RolloverSystems January 2010 - August 2012
Education
College of Charleston 2002 — 2006
Mike Craddock's RolloverSystems Experience July 2004 - May 2005
Job GS11, IT Technical Specialist, 2210 at US Army Chaplain Center and School
Industry Military
Experience
US Army Chaplain Center and School May 2005 - Present
RolloverSystems July 2004 - May 2005
Clariant November 2001 - July 2004
United States Air Force, JICPAC 1994 - 1998
United States Air Force, 28th Mission Support Group 1992 - 1994
Skills
System Administration, Change Management, Leadership, Microsoft Office, Team Building, Information Technology, Programming, Network+, Security+, A+, Computer Science, VMware, Windows, Apple, C#, VB.NET, SQL, VMware ESX, Polycom Video..., Information Assurance, Computer Security, Linux, Norton Ghost, Ghost Imaging, Security Clearance, Active DoD Secret..., Army, Network Administration, CompTIA, Military, Military Training, Windows XP, Program Management, Top Secret, National Security, Leadership Development, Tactics, Defense, COMSEC, A+ Certified, Military Experience, Force Protection, Conflict Resolution, Security, Organizational...
Education
Limestone College 2001 — 2003
Computer Science, Programming
Winthrop University 1998 — 2000
None, Computer Science
Chaminade University of Honolulu 1995 — 1998
None, General Studies
Community College of the Air Force 1992 — 1998
None, Information Management
Black Hills State University 1993 — 1994
None, General Studies
US Army Chaplain Center and School May 2005 - Present
RolloverSystems July 2004 - May 2005
Clariant November 2001 - July 2004
United States Air Force, JICPAC 1994 - 1998
United States Air Force, 28th Mission Support Group 1992 - 1994
Skills
System Administration, Change Management, Leadership, Microsoft Office, Team Building, Information Technology, Programming, Network+, Security+, A+, Computer Science, VMware, Windows, Apple, C#, VB.NET, SQL, VMware ESX, Polycom Video..., Information Assurance, Computer Security, Linux, Norton Ghost, Ghost Imaging, Security Clearance, Active DoD Secret..., Army, Network Administration, CompTIA, Military, Military Training, Windows XP, Program Management, Top Secret, National Security, Leadership Development, Tactics, Defense, COMSEC, A+ Certified, Military Experience, Force Protection, Conflict Resolution, Security, Organizational...
Education
Limestone College 2001 — 2003
Computer Science, Programming
Winthrop University 1998 — 2000
None, Computer Science
Chaminade University of Honolulu 1995 — 1998
None, General Studies
Community College of the Air Force 1992 — 1998
None, Information Management
Black Hills State University 1993 — 1994
None, General Studies
Lori Jordan's RolloverSystems Experience March 2005 - November 2007
Job Sr. Strategic & Technical Reporting Analyst at Ascensus
Industry Financial Services
Experience
Ascensus April 2012 - Present
Ascensus November 2007 - April 2012
RolloverSystems March 2005 - November 2007
Universal Pensions Inc. October 1996 - March 2005
Skills
Microsoft Excel, MS Excel Pivot Tables, CRM Databases, 401k, Microsoft Word, Microsoft Office, PowerPoint, Retirement Planning, Mutual Funds, Financial Services, Management
Education
University of Minnesota-Duluth 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
Ascensus April 2012 - Present
Ascensus November 2007 - April 2012
RolloverSystems March 2005 - November 2007
Universal Pensions Inc. October 1996 - March 2005
Skills
Microsoft Excel, MS Excel Pivot Tables, CRM Databases, 401k, Microsoft Word, Microsoft Office, PowerPoint, Retirement Planning, Mutual Funds, Financial Services, Management
Education
University of Minnesota-Duluth 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO