Standard Retirement Services
Industry: Management services company
DescriptionHeadquarters: Portland, OR Founded: 1999 Subsidiaries: Dpa, Inc, Columbia Trust Company, Invesmart of Eastern PA, Inc., Invesmart Advisors Inc Parent organization: StanCorp Financial Group
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Standard Retirement Services Employees
Employee
Years
Job
Industry
Sara Ark Sara Ark's Standard Retirement Services Experience April 2005 - June 2009
Job Consulting Actuary at Independent Actuaries, Inc.
Industry Financial Services
Experience
Independent Actuaries, Inc. June 2009 - Present
Standard Retirement Services April 2005 - June 2009
Standard Retirement Services June 2004 - April 2005
Punter Southall & Co, LLC August 2001 - May 2004
Fidelity Investments (formerly McQuade Incorporated) May 1996 - August 2001
Skills
Budgeting, Workflow Analysis, Staff Training, Pensions, Defined Benefit, Retirement Plan..., Retirement, Budgets, 401k, Actuaries, Training, ERISA, Marketing, Defined Contribution, Actuarial Science, Retirement Planning, Consulting, Insurance, Profit Sharing, Analysis
Education
Northeastern University 1991 — 1994
BS, Mathematics
Actuarial Designations
Fellow of Society of Actuaries, Actuarial Science
Independent Actuaries, Inc. June 2009 - Present
Standard Retirement Services April 2005 - June 2009
Standard Retirement Services June 2004 - April 2005
Punter Southall & Co, LLC August 2001 - May 2004
Fidelity Investments (formerly McQuade Incorporated) May 1996 - August 2001
Skills
Budgeting, Workflow Analysis, Staff Training, Pensions, Defined Benefit, Retirement Plan..., Retirement, Budgets, 401k, Actuaries, Training, ERISA, Marketing, Defined Contribution, Actuarial Science, Retirement Planning, Consulting, Insurance, Profit Sharing, Analysis
Education
Northeastern University 1991 — 1994
BS, Mathematics
Actuarial Designations
Fellow of Society of Actuaries, Actuarial Science
John Calder, QPA QKA John Calder, QPA QKA's Standard Retirement Services Experience October 2009 - November 2013
Job Actuarial Assistant at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group January 2015 - Present
CUNA Mutual Group November 2013 - January 2015
The Standard October 2009 - November 2013
Standard Retirement Services October 2009 - November 2013
The Standard June 2008 - October 2009
Standard Retirement Services June 2008 - October 2009
The Standard March 2007 - June 2008
Standard Retirement Services March 2007 - June 2008
A.R.I.S., Inc June 2005 - February 2007
A.R.I.S., Inc February 2005 - June 2005
Skills
Employee Benefits, Defined Benefit, Pensions, 401k, Retirement, Actuarial Science, Benefits Administration, Actuaries, Retirement Planning
Education
Western Washington University
B.S, Mathematics
Western Washington University 2003 — 2005
Bachelor of Science (B.S.), Mathematics
Peninsula College 2002 — 2003
Associate of Arts (AA), General Studies
Peninsula College
A.A
CUNA Mutual Group January 2015 - Present
CUNA Mutual Group November 2013 - January 2015
The Standard October 2009 - November 2013
Standard Retirement Services October 2009 - November 2013
The Standard June 2008 - October 2009
Standard Retirement Services June 2008 - October 2009
The Standard March 2007 - June 2008
Standard Retirement Services March 2007 - June 2008
A.R.I.S., Inc June 2005 - February 2007
A.R.I.S., Inc February 2005 - June 2005
Skills
Employee Benefits, Defined Benefit, Pensions, 401k, Retirement, Actuarial Science, Benefits Administration, Actuaries, Retirement Planning
Education
Western Washington University
B.S, Mathematics
Western Washington University 2003 — 2005
Bachelor of Science (B.S.), Mathematics
Peninsula College 2002 — 2003
Associate of Arts (AA), General Studies
Peninsula College
A.A
Michael E. Tripodi Michael E. Tripodi's Standard Retirement Services Experience August 2008 - October 2009
Job Financial Services Professional
Industry Financial Services
Experience
Premier Retirement Services, Inc. April 2010 - March 2012
Standard Retirement Services August 2008 - October 2009
Menke & Associates, Inc. May 2003 - August 2008
Invesmart / Cascade Pension Services, Inc August 1996 - May 2003
Skills
Employee Benefits, Profit Sharing, Mergers & Acquisitions, 401k, Retirement, Retirement Planning, ERISA
Education
Syracuse University 1976 — 1981
Premier Retirement Services, Inc. April 2010 - March 2012
Standard Retirement Services August 2008 - October 2009
Menke & Associates, Inc. May 2003 - August 2008
Invesmart / Cascade Pension Services, Inc August 1996 - May 2003
Skills
Employee Benefits, Profit Sharing, Mergers & Acquisitions, 401k, Retirement, Retirement Planning, ERISA
Education
Syracuse University 1976 — 1981
Malik Bell Malik Bell's Standard Retirement Services Experience April 2009 - April 2012
Job Product Manager at Ubiquity Retirement+Savings
Industry Investment Management
Experience
The Online 401(k) February 2013 - Present
Standard Retirement Services April 2009 - April 2012
Skills
Mutual Funds, Management Consulting, Series 6, Retirement, Staff Development, Insurance, Public Speaking, 401k, PowerPoint, Start-ups, Fixed Annuities, Coaching, Long-term Care, Microsoft Office, Microsoft Word, Investment Advisory, Wealth Management, Microsoft Excel, Social Media, Customer Service, Marketing, Investments, Leadership Development, Financial Analysis, Strategic Planning, Entrepreneurship, Health Insurance, Series 63
Education
Boston College 1995 — 1999
BA, Political Science
Reed College
The Online 401(k) February 2013 - Present
Standard Retirement Services April 2009 - April 2012
Skills
Mutual Funds, Management Consulting, Series 6, Retirement, Staff Development, Insurance, Public Speaking, 401k, PowerPoint, Start-ups, Fixed Annuities, Coaching, Long-term Care, Microsoft Office, Microsoft Word, Investment Advisory, Wealth Management, Microsoft Excel, Social Media, Customer Service, Marketing, Investments, Leadership Development, Financial Analysis, Strategic Planning, Entrepreneurship, Health Insurance, Series 63
Education
Boston College 1995 — 1999
BA, Political Science
Reed College
Ginger Heinze Ginger Heinze's Standard Retirement Services Experience April 2009 - October 2010
Job Business Analyst at ICF International
Industry Renewables & Environment
Experience
ICF International May 2015 - Present
ICF International January 2013 - May 2015
Lockheed Martin Energy & Environment May 2012 - January 2013
The Standard October 2010 - March 2012
Standard Retirement Services April 2009 - October 2010
emark Solutions February 2009 - April 2009
REM Management January 2009 - February 2009
Skills
Customer Service, Creative Problem Solving, Staff Training, Process Improvement, Documentation, Personality, Communication, Microsoft Office 2007, Volunteer Engagement
Education
University of Michigan-Flint 2005 — 2008
Bachelor of Business Administration (BBA), Marketing
Grand Valley State University 2003 — 2005
Fine and Studio Arts
ICF International May 2015 - Present
ICF International January 2013 - May 2015
Lockheed Martin Energy & Environment May 2012 - January 2013
The Standard October 2010 - March 2012
Standard Retirement Services April 2009 - October 2010
emark Solutions February 2009 - April 2009
REM Management January 2009 - February 2009
Skills
Customer Service, Creative Problem Solving, Staff Training, Process Improvement, Documentation, Personality, Communication, Microsoft Office 2007, Volunteer Engagement
Education
University of Michigan-Flint 2005 — 2008
Bachelor of Business Administration (BBA), Marketing
Grand Valley State University 2003 — 2005
Fine and Studio Arts
Sarah Pinzon Sarah Pinzon's Standard Retirement Services Experience April 2003 - February 2009
Job Lead Billing Specialist at TUNE
Industry Marketing and Advertising
Experience
TUNE June 2013 - Present
Williams-Helde Marketing Communications January 2011 - April 2013
Sound Consulting Services February 2010 - November 2010
Standard Retirement Services April 2003 - February 2009
A.G. Edwards & Sons, Inc. June 2001 - September 2002
D.A. Davidson & Co. 2000 - 2001
Skills
Office Management, Office Operations, Accounts Payable, Accounts Receivable, Client Billing, Collections, Payroll, Purchase Orders, Media Buy..., Vendor Management, Human Resources, Team Leadership, Receptionist Duties, 401k Administration, Quality Assurance, Health Insurance, CRM Program Management, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Clients & Profits, Mac OS, Oracle, Event Planning, Property Management, Project Management, Marketing Communications, Social Media, Management, Invoicing, Training
Education
Bellevue Community College
Lake Washington High School
TUNE June 2013 - Present
Williams-Helde Marketing Communications January 2011 - April 2013
Sound Consulting Services February 2010 - November 2010
Standard Retirement Services April 2003 - February 2009
A.G. Edwards & Sons, Inc. June 2001 - September 2002
D.A. Davidson & Co. 2000 - 2001
Skills
Office Management, Office Operations, Accounts Payable, Accounts Receivable, Client Billing, Collections, Payroll, Purchase Orders, Media Buy..., Vendor Management, Human Resources, Team Leadership, Receptionist Duties, 401k Administration, Quality Assurance, Health Insurance, CRM Program Management, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Clients & Profits, Mac OS, Oracle, Event Planning, Property Management, Project Management, Marketing Communications, Social Media, Management, Invoicing, Training
Education
Bellevue Community College
Lake Washington High School
Todd Sisson's Standard Retirement Services Experience August 2008 - December 2008
Job Senior Consultant at Catapult Systems
Industry Construction
Experience
Catapult Systems July 2015 - Present
AVAI Ventures, Inc. January 2014 - May 2015
LifeSize Communications November 2011 - September 2013
Dmx Inc May 2009 - October 2011
Dmx Inc May 2009 - October 2011
Data Recognition Corporation February 2009 - May 2009
Standard Retirement Services August 2008 - December 2008
Goodyear Tire & Rubber Company April 2008 - May 2008
Skills
Oracle, PeopleSoft, Salesforce.com, Project Management, Service Contract Sales, Service Contract, Project Planning, Training, Call Centers, Salesforce, SharePoint, ADP Payroll, Outsourcing, Telecommunications, Pre-sales, GoToMeeting, Video Conferencing, JIRA, MS Project, Account Management, Customer Service, Leadership, Management, Microsoft Excel, Sales
Education
Angelo State University 2006 — 2008
Master of Science, Industrial/Organizational Psychology
Sewanee-The University of the South 2002 — 2006
Bachelor of Science, Psychology
Kaufman High School 1998 — 2002
High School Diploma, N/A
Catapult Systems July 2015 - Present
AVAI Ventures, Inc. January 2014 - May 2015
LifeSize Communications November 2011 - September 2013
Dmx Inc May 2009 - October 2011
Dmx Inc May 2009 - October 2011
Data Recognition Corporation February 2009 - May 2009
Standard Retirement Services August 2008 - December 2008
Goodyear Tire & Rubber Company April 2008 - May 2008
Skills
Oracle, PeopleSoft, Salesforce.com, Project Management, Service Contract Sales, Service Contract, Project Planning, Training, Call Centers, Salesforce, SharePoint, ADP Payroll, Outsourcing, Telecommunications, Pre-sales, GoToMeeting, Video Conferencing, JIRA, MS Project, Account Management, Customer Service, Leadership, Management, Microsoft Excel, Sales
Education
Angelo State University 2006 — 2008
Master of Science, Industrial/Organizational Psychology
Sewanee-The University of the South 2002 — 2006
Bachelor of Science, Psychology
Kaufman High School 1998 — 2002
High School Diploma, N/A
Meili Harrison's Standard Retirement Services Experience August 2008 - September 2009
Job Specialist, Finance Dept. at Futuri Media
Industry Information Technology and Services
Experience
Futuri Media (Formerly known as LDR Interactive) May 2013 - Present
Equity Trust Company February 2011 - April 2013
Standard Retirement Services August 2008 - September 2009
Area Temps December 2007 - August 2008
NovaStar Mortgage, Inc July 2004 - April 2007
NovaStar Mortgage, Inc June 2003 - July 2004
First United Mortgage, Inc June 2002 - May 2003
Pegasus Loan Processing October 1998 - May 2002
Rapid Eye Graphics February 1997 - October 1998
Medi Media (Pte) Ltd, Singapore January 1992 - November 1996
Skills
Credit, Sales, Loans, Mortgage Lending, Metrics, Access, Budgets, Management, Microsoft Excel, Process Improvement, Account Reconciliation, Payroll, Analysis
Education
Stamford College 1990 — 1991
Secretarial
Sultan Ibrahim School
SPM (High School Diploma)
Futuri Media (Formerly known as LDR Interactive) May 2013 - Present
Equity Trust Company February 2011 - April 2013
Standard Retirement Services August 2008 - September 2009
Area Temps December 2007 - August 2008
NovaStar Mortgage, Inc July 2004 - April 2007
NovaStar Mortgage, Inc June 2003 - July 2004
First United Mortgage, Inc June 2002 - May 2003
Pegasus Loan Processing October 1998 - May 2002
Rapid Eye Graphics February 1997 - October 1998
Medi Media (Pte) Ltd, Singapore January 1992 - November 1996
Skills
Credit, Sales, Loans, Mortgage Lending, Metrics, Access, Budgets, Management, Microsoft Excel, Process Improvement, Account Reconciliation, Payroll, Analysis
Education
Stamford College 1990 — 1991
Secretarial
Sultan Ibrahim School
SPM (High School Diploma)
Nathan Rupp Nathan Rupp's Standard Retirement Services Experience June 2007 - April 2008
Job Product Manager at Inspira
Industry Financial Services
Experience
InspiraFS, Inc. July 2010 - Present
InspiraFS, Inc. April 2008 - July 2010
Standard Retirement Services June 2007 - April 2008
Standard Retirement Services June 2006 - June 2007
Skills
Investments, Trading, Asset, Mutual Funds, Economics, Product Development, Product Management, Analysis, Requirements Analysis, Start-ups, Strategy, Management, Retirement, 401k, Financial Services, Business Strategy
Education
University of Pittsburgh 2004 — 2006
MPIA, Global Political Economy, Security and Intelligence
University of Pittsburgh 1999 — 2003
BA, Politics-Philosophy
InspiraFS, Inc. July 2010 - Present
InspiraFS, Inc. April 2008 - July 2010
Standard Retirement Services June 2007 - April 2008
Standard Retirement Services June 2006 - June 2007
Skills
Investments, Trading, Asset, Mutual Funds, Economics, Product Development, Product Management, Analysis, Requirements Analysis, Start-ups, Strategy, Management, Retirement, 401k, Financial Services, Business Strategy
Education
University of Pittsburgh 2004 — 2006
MPIA, Global Political Economy, Security and Intelligence
University of Pittsburgh 1999 — 2003
BA, Politics-Philosophy
Jacob Iverson Jacob Iverson's Standard Retirement Services Experience February 2001 - December 2005
Job Corporate General Manager, at Harlows Bus Sales, Inc.
Industry Logistics and Supply Chain
Experience
Harlows Bus Sales, Inc. March 2014 - April 2015
Lake Pend Oreille SD March 2012 - March 2014
Schneider National November 2011 - January 2012
Litehouse Inc. January 2010 - October 2011
Schneider National December 2005 - January 2010
Standard Retirement Services February 2001 - December 2005
Army National Guard March 1992 - March 2003
Skills
Operations Management, Supply Chain Management, Inventory Management, Transportation..., Procurement, Strategic Planning, Truckload, Manufacturing, Problem Solving, Contract Management, Cross-functional Team..., Change Management, Customer Focus, Project Management, Logistics, P&L Management, Leadership, Continuous Improvement, Forecasting, Management, Transportation, Team Building, Supply Chain
Education
University of Phoenix - MBA 2004 — 2006
MBA, Master of Business Administration, 3.83
Portland State University - School of Business 1991 — 1995
Bachelor of Science; Business Administration, Marketing
Harlows Bus Sales, Inc. March 2014 - April 2015
Lake Pend Oreille SD March 2012 - March 2014
Schneider National November 2011 - January 2012
Litehouse Inc. January 2010 - October 2011
Schneider National December 2005 - January 2010
Standard Retirement Services February 2001 - December 2005
Army National Guard March 1992 - March 2003
Skills
Operations Management, Supply Chain Management, Inventory Management, Transportation..., Procurement, Strategic Planning, Truckload, Manufacturing, Problem Solving, Contract Management, Cross-functional Team..., Change Management, Customer Focus, Project Management, Logistics, P&L Management, Leadership, Continuous Improvement, Forecasting, Management, Transportation, Team Building, Supply Chain
Education
University of Phoenix - MBA 2004 — 2006
MBA, Master of Business Administration, 3.83
Portland State University - School of Business 1991 — 1995
Bachelor of Science; Business Administration, Marketing
Kim Ledbetter Kim Ledbetter's Standard Retirement Services Experience January 2006 - January 2009
Job Retired since January 2009
Industry Insurance
Experience
Standard Insurance Company January 2009 - Present
Standard Retirement Services January 2006 - January 2009
StanCorp Equities January 2006 - January 2009
StanCorp Investment Advisers January 2006 - January 2009
StanCorp Mortgage Investors January 2006 - January 2009
StanCorp Real Estate January 2006 - January 2009
StanCorp Trust Company January 2006 - January 2009
The Standard 2004 - 2009
Standard Insurance Company June 2004 - December 2005
Standard Insurance Company January 1998 - June 2004
Skills
Retirement Planning, Disability Insurance, Individual Life, Retirement, Insurance, Defined Benefit, 401k, Retirement Plan..., Life Insurance, Health Insurance, Asset Management
Education
Portland Community College 2011 — 2011
2011, Basic Mediation Training
Claremont McKenna College 1970 — 1974
B.A., Math and Economics
Standard Insurance Company January 2009 - Present
Standard Retirement Services January 2006 - January 2009
StanCorp Equities January 2006 - January 2009
StanCorp Investment Advisers January 2006 - January 2009
StanCorp Mortgage Investors January 2006 - January 2009
StanCorp Real Estate January 2006 - January 2009
StanCorp Trust Company January 2006 - January 2009
The Standard 2004 - 2009
Standard Insurance Company June 2004 - December 2005
Standard Insurance Company January 1998 - June 2004
Skills
Retirement Planning, Disability Insurance, Individual Life, Retirement, Insurance, Defined Benefit, 401k, Retirement Plan..., Life Insurance, Health Insurance, Asset Management
Education
Portland Community College 2011 — 2011
2011, Basic Mediation Training
Claremont McKenna College 1970 — 1974
B.A., Math and Economics
Carol Manson Carol Manson's Standard Retirement Services Experience July 2007 - August 2009
Job Vice President, Eastern Regional Services at Innova Benefit Services LLC
Industry Financial Services
Experience
Innova Benefit Services LLC August 2009 - Present
Standard Retirement Services July 2007 - August 2009
Invesmart, Inc. January 2000 - July 2007
Griffith & Bennett, Inc. 1981 - 1991
Skills
Employee Benefits, COBRA, Flexible Spending..., Cafeteria Plans, Benefit Communication, Benefits Administration
Education
Grove City College 1978 — 1981
B.A., Business Administration
Innova Benefit Services LLC August 2009 - Present
Standard Retirement Services July 2007 - August 2009
Invesmart, Inc. January 2000 - July 2007
Griffith & Bennett, Inc. 1981 - 1991
Skills
Employee Benefits, COBRA, Flexible Spending..., Cafeteria Plans, Benefit Communication, Benefits Administration
Education
Grove City College 1978 — 1981
B.A., Business Administration
Keith Feist Keith Feist's Standard Retirement Services Experience January 2007 - July 2010
Job Seasoned operational management professional
Industry Financial Services
Experience
Standard Insurance Company September 2011 - Present
Volt Workforce Solutions January 2011 - August 2011
Standard Retirement Services January 2007 - July 2010
Standard Insurance Company August 2004 - December 2006
Standard Insurance Company October 1999 - August 2004
Skills
Strategic Planning, Budgeting, Operational Efficiency, Retirement, Customer Service, Enrollment Management, Project Management, Retirement Planning, Training, Management, Budgets, Process Improvement, New Business Development, Performance Management, Leadership Development, Business Analysis, Leadership, Insurance, Vendor Management, Defined Benefit, Business Operations, Financial Analysis, Employee Benefits, Risk Management, Financial Services, Change Management, Analysis, 401k
Education
Portland State University - School of Business 2005 — 2008
MBA
Linfield College 1988 — 1992
Bachelor, Economics
Standard Insurance Company September 2011 - Present
Volt Workforce Solutions January 2011 - August 2011
Standard Retirement Services January 2007 - July 2010
Standard Insurance Company August 2004 - December 2006
Standard Insurance Company October 1999 - August 2004
Skills
Strategic Planning, Budgeting, Operational Efficiency, Retirement, Customer Service, Enrollment Management, Project Management, Retirement Planning, Training, Management, Budgets, Process Improvement, New Business Development, Performance Management, Leadership Development, Business Analysis, Leadership, Insurance, Vendor Management, Defined Benefit, Business Operations, Financial Analysis, Employee Benefits, Risk Management, Financial Services, Change Management, Analysis, 401k
Education
Portland State University - School of Business 2005 — 2008
MBA
Linfield College 1988 — 1992
Bachelor, Economics
Patricia McConnell Patricia McConnell's Standard Retirement Services Experience January 1991 - July 2009
Job Providence Health Plans, Customer Service Operations at Providence Health & Services
Industry Financial Services
Experience
Providence Health & Services January 2011 - Present
Standard Retirement Services January 1991 - July 2009
Standard Insurance Company January 2005 - December 2006
Standard Insurance Company September 2000 - December 2004
Standard Insurance Company February 2002 - March 2003
Standard Insurance Company January 1995 - January 2000
Standard Insurance Company October 1993 - May 1995
Skills
Strategic Planning, Business Strategy, Customer Experience, Process Improvement, Coaching, Insurance, Call Centers, Leadership, Operations Management, Change Management, Project Management, Organizational..., Customer Service, Management, Training, Leadership Development, Employee Relations, Program Management
Education
George Fox University 2000 — 2002
MBA, Business Administration
George Fox University 1990 — 1991
BS, Management of Human Resources
Villa Park High School
High School, General
Providence Health & Services January 2011 - Present
Standard Retirement Services January 1991 - July 2009
Standard Insurance Company January 2005 - December 2006
Standard Insurance Company September 2000 - December 2004
Standard Insurance Company February 2002 - March 2003
Standard Insurance Company January 1995 - January 2000
Standard Insurance Company October 1993 - May 1995
Skills
Strategic Planning, Business Strategy, Customer Experience, Process Improvement, Coaching, Insurance, Call Centers, Leadership, Operations Management, Change Management, Project Management, Organizational..., Customer Service, Management, Training, Leadership Development, Employee Relations, Program Management
Education
George Fox University 2000 — 2002
MBA, Business Administration
George Fox University 1990 — 1991
BS, Management of Human Resources
Villa Park High School
High School, General
Jennifer DeBruler Jennifer DeBruler's Standard Retirement Services Experience April 1998 - July 2012
Job Business Systems Analyst at Standard Insurance Company
Industry Financial Services
Experience
Standard Insurance Company July 2012 - Present
Standard Retirement Services April 1998 - July 2012
Skills
401k, Requirements Gathering, User Acceptance Testing, Defined Contribution, Business Analysis, SharePoint, Process Improvement, Profit Sharing, Deferred Compensation, Business Process, Business Process..., Pensions, Employee Benefits, Defined Benefit, Retirement, Retirement Planning, Mutual Funds, Financial Services
Education
University of Arizona 1989 — 1995
Bachelors of Arts, British Literature
Standard Insurance Company July 2012 - Present
Standard Retirement Services April 1998 - July 2012
Skills
401k, Requirements Gathering, User Acceptance Testing, Defined Contribution, Business Analysis, SharePoint, Process Improvement, Profit Sharing, Deferred Compensation, Business Process, Business Process..., Pensions, Employee Benefits, Defined Benefit, Retirement, Retirement Planning, Mutual Funds, Financial Services
Education
University of Arizona 1989 — 1995
Bachelors of Arts, British Literature
Philip Oreto Philip Oreto's Standard Retirement Services Experience July 2003 - Present
Job Sr. Director at Standard Retirement Services
Industry Consumer Services
Experience
Standard Retirement Services July 2003 - Present
Watson Wyatt Worldwide 1996 - 2003
Education
Suffolk University 1991 — 1996
BA, Mathematics
Revere High School 1987 — 1991
HS Diploma
Standard Retirement Services July 2003 - Present
Watson Wyatt Worldwide 1996 - 2003
Education
Suffolk University 1991 — 1996
BA, Mathematics
Revere High School 1987 — 1991
HS Diploma
Rian Clark Rian Clark's Standard Retirement Services Experience April 2015 - Present
Job Relationship Manager at The Standard
Industry Investment Management
Experience
Standard Retirement Services April 2015 - Present
StanCorp Investment Advisers March 2014 - April 2015
StanCorp Investment Advisers August 2012 - March 2014
StanCorp Investment Advisers July 2009 - August 2012
Coldstream Capital Management October 2005 - July 2009
Western Pacific Investment Advisers May 2004 - September 2005
Beacon Rock Capital July 2003 - March 2004
MKG Financial Group, Inc. July 1999 - July 2003
Skills
Financial Services, Series 65, PortfolioCenter, Junxure, Microsoft Excel, Outlook, Microsoft Office, Back Office, Accounts Receivable, Client Billing, Account Reconciliation, Performance Measurement, Process Improvement, Procedure Creation, Procedure Development, Axys, Advent
Education
University of Oregon 1997 — 1999
B.A., Economics
LaSalle High School 1991 — 1995
Diploma
Standard Retirement Services April 2015 - Present
StanCorp Investment Advisers March 2014 - April 2015
StanCorp Investment Advisers August 2012 - March 2014
StanCorp Investment Advisers July 2009 - August 2012
Coldstream Capital Management October 2005 - July 2009
Western Pacific Investment Advisers May 2004 - September 2005
Beacon Rock Capital July 2003 - March 2004
MKG Financial Group, Inc. July 1999 - July 2003
Skills
Financial Services, Series 65, PortfolioCenter, Junxure, Microsoft Excel, Outlook, Microsoft Office, Back Office, Accounts Receivable, Client Billing, Account Reconciliation, Performance Measurement, Process Improvement, Procedure Creation, Procedure Development, Axys, Advent
Education
University of Oregon 1997 — 1999
B.A., Economics
LaSalle High School 1991 — 1995
Diploma
Daniel Cliffel Daniel Cliffel's Standard Retirement Services Experience January 2006 - December 2009
Job Retirement Plan Services Director of Operations at Charles Schwab
Industry Financial Services
Experience
Schwab Retirement Plan Services May 2013 - Present
Charles Schwab March 2010 - May 2013
Standard Retirement Services January 2006 - December 2009
Invesmart, Inc. January 2003 - December 2005
Invesmart, Inc. January 2002 - December 2002
Invesmart, Inc. January 2000 - December 2002
Invesmart, Inc. June 1995 - December 1999
Skills
Process Improvement, Management, Microsoft Excel, Leadership, Training, Human Resources, Team Management, Team Leadership, Employee Benefits, Databases, Quality Assurance
Education
John Carroll University 1990 — 1994
BS, Mathematics
Schwab Retirement Plan Services May 2013 - Present
Charles Schwab March 2010 - May 2013
Standard Retirement Services January 2006 - December 2009
Invesmart, Inc. January 2003 - December 2005
Invesmart, Inc. January 2002 - December 2002
Invesmart, Inc. January 2000 - December 2002
Invesmart, Inc. June 1995 - December 1999
Skills
Process Improvement, Management, Microsoft Excel, Leadership, Training, Human Resources, Team Management, Team Leadership, Employee Benefits, Databases, Quality Assurance
Education
John Carroll University 1990 — 1994
BS, Mathematics
Jennifer K. Goh's Standard Retirement Services Experience 2002 - Present
Job Defined Contribution Analyst II at Standard Retirement Services
Industry Financial Services
Experience
Standard Retirement Services 2002 - Present
Skills
Defined Contribution, Financial Analysis, Retirement Planning, Investments
Education
University of California, Davis
B.S., Managerial Economics
Standard Retirement Services 2002 - Present
Skills
Defined Contribution, Financial Analysis, Retirement Planning, Investments
Education
University of California, Davis
B.S., Managerial Economics
Albert Joseph III's Standard Retirement Services Experience June 2002 - March 2008
Job Service360 Team LPL Financial
Industry Financial Services
Experience
LPL Financial June 2009 - April 2010
The Newport Group April 2008 - August 2008
Standard Retirement Services June 2002 - March 2008
Skills
Business Analysis, Process Improvement, Retirement Planning, Team Leadership, Customer Service, Insurance, Team Building
Education
University of Colorado Denver
LPL Financial June 2009 - April 2010
The Newport Group April 2008 - August 2008
Standard Retirement Services June 2002 - March 2008
Skills
Business Analysis, Process Improvement, Retirement Planning, Team Leadership, Customer Service, Insurance, Team Building
Education
University of Colorado Denver
Bill Thayer's Standard Retirement Services Experience December 2002 - August 2009
Job Business Systems Anayst III at Assurant Wireless Solutions
Industry Electrical/Electronic Manufacturing
Experience
Assurant Wireless Solutions March 2011 - Present
Pa Game Commission 2011 - June 2011
Momentum, Inc May 2010 - September 2010
Standard Retirement Services December 2002 - August 2009
The Standard December 2002 - August 2009
Independent Consultant January 2000 - October 2002
AMP Inc March 1980 - April 1999
Skills
Project Management, Team Leadership, Requirements Gathering, Requirements Analysis, Writing Requirements..., SDLC, Business Analysis, Process Flows, Performing walkthrough..., Software Configuration..., Visio, Access, Databases, Data Analysis, SSRS, Software Documentation, Disaster Recovery
Education
Indiana University of Pennsylvania 1971 — 1975
BS, Business Systems Analyst/Business Management
Assurant Wireless Solutions March 2011 - Present
Pa Game Commission 2011 - June 2011
Momentum, Inc May 2010 - September 2010
Standard Retirement Services December 2002 - August 2009
The Standard December 2002 - August 2009
Independent Consultant January 2000 - October 2002
AMP Inc March 1980 - April 1999
Skills
Project Management, Team Leadership, Requirements Gathering, Requirements Analysis, Writing Requirements..., SDLC, Business Analysis, Process Flows, Performing walkthrough..., Software Configuration..., Visio, Access, Databases, Data Analysis, SSRS, Software Documentation, Disaster Recovery
Education
Indiana University of Pennsylvania 1971 — 1975
BS, Business Systems Analyst/Business Management
Nicholas Spitulski's Standard Retirement Services Experience October 2007 - January 2009
Job Finance Manager at Temple Adat Shalom
Industry Financial Services
Experience
Temple Adat Shalom September 2015 - Present
IT Extremist at Nicholas Spitulski Computer Servicing and Enhancment April 2015 - Present
SAY September 2014 - Present
Intuit December 2014 - 2015
Project Pie April 2014 - August 2014
Oregon Electric Group February 2014 - April 2014
Self employed April 2010 - April 2014
Dove Lewis Emergency Animal Hospital October 2009 - April 2010
United States Marine Corps January 2009 - February 2009
Standard Retirement Services October 2007 - January 2009
Skills
Payments, Accounting, Accounts Payable, Asset Management, Process Improvement, Investment Strategies, Invoicing, Finance, Bank Reconciliation, Time Management, Payroll, Analysis, GAAP, Credit Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Accounts Receivable, Systems Analysis, Process Development, Process Management, Business Process..., Process Mapping, Process Optimization, Payroll Processing, Problem Solving, Creative Problem Solving, Collaborative Problem..., Innovative Problem..., Problem Analysis, Solution Design, IT Solutions, Databases, Data Analysis, Data Mining, Data Entry, Database Management, Account Reconciliation, Banking Operations, Investments, Investment Properties, Risk Assessment, Risk Analysis, Computers, Computer Hardware, Computer Repair, Computer Maintenance, Employee Benefits, Training
Education
Johnson & Wales University 2002 — 2006
Bachelor of Science (BS), Finance and Financial Management Services, 3.82
Ridgefield High School 1998 — 2002
High School Diploma, Financial Operations, English, History.
Temple Adat Shalom September 2015 - Present
IT Extremist at Nicholas Spitulski Computer Servicing and Enhancment April 2015 - Present
SAY September 2014 - Present
Intuit December 2014 - 2015
Project Pie April 2014 - August 2014
Oregon Electric Group February 2014 - April 2014
Self employed April 2010 - April 2014
Dove Lewis Emergency Animal Hospital October 2009 - April 2010
United States Marine Corps January 2009 - February 2009
Standard Retirement Services October 2007 - January 2009
Skills
Payments, Accounting, Accounts Payable, Asset Management, Process Improvement, Investment Strategies, Invoicing, Finance, Bank Reconciliation, Time Management, Payroll, Analysis, GAAP, Credit Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Accounts Receivable, Systems Analysis, Process Development, Process Management, Business Process..., Process Mapping, Process Optimization, Payroll Processing, Problem Solving, Creative Problem Solving, Collaborative Problem..., Innovative Problem..., Problem Analysis, Solution Design, IT Solutions, Databases, Data Analysis, Data Mining, Data Entry, Database Management, Account Reconciliation, Banking Operations, Investments, Investment Properties, Risk Assessment, Risk Analysis, Computers, Computer Hardware, Computer Repair, Computer Maintenance, Employee Benefits, Training
Education
Johnson & Wales University 2002 — 2006
Bachelor of Science (BS), Finance and Financial Management Services, 3.82
Ridgefield High School 1998 — 2002
High School Diploma, Financial Operations, English, History.
Jenn Fanslow's Standard Retirement Services Experience September 2005 - January 2009
Job Established Benefits Professional focusing on benefits with a legal edge Integrated Disability & Absence Management
Industry Human Resources
Experience
Brocade January 2013 - Present
Tesla Motors June 2011 - October 2012
Howitt Benefit Services February 2009 - August 2010
Standard Retirement Services September 2005 - January 2009
Methven & Associates December 2002 - September 2005
Skills
HR Onboarding, HR Policies, Benefits Administration, HRIS, Employee Benefits, Taleo, ADP Payroll, New Hire Orientations, FMLA, Applicant Tracking..., Onboarding, Human Resources, ADP HRB, Employee Training, COBRA, Personnel Management, Leave of Absence..., CFRA, PDL, FLMA, Benefit Communication, Plan Compliance, Employee Benefits Design, Leave of Absence..., Health & Welfare..., Workers Compensation, Section 125..., Open Enrollment, Benefits Design, High Deductible Health..., Database Administration, Records Management, Employee Relations, Enrollments, Online Enrollment, Payroll, Training, Recruiting, Vendor Management, Customer Service
Education
San Jose State University 2005 — 2007
MLIS, Library and Information Science
Mills College
Bachelor of Arts, Art History
Brocade January 2013 - Present
Tesla Motors June 2011 - October 2012
Howitt Benefit Services February 2009 - August 2010
Standard Retirement Services September 2005 - January 2009
Methven & Associates December 2002 - September 2005
Skills
HR Onboarding, HR Policies, Benefits Administration, HRIS, Employee Benefits, Taleo, ADP Payroll, New Hire Orientations, FMLA, Applicant Tracking..., Onboarding, Human Resources, ADP HRB, Employee Training, COBRA, Personnel Management, Leave of Absence..., CFRA, PDL, FLMA, Benefit Communication, Plan Compliance, Employee Benefits Design, Leave of Absence..., Health & Welfare..., Workers Compensation, Section 125..., Open Enrollment, Benefits Design, High Deductible Health..., Database Administration, Records Management, Employee Relations, Enrollments, Online Enrollment, Payroll, Training, Recruiting, Vendor Management, Customer Service
Education
San Jose State University 2005 — 2007
MLIS, Library and Information Science
Mills College
Bachelor of Arts, Art History
Justin Vandegriffe's Standard Retirement Services Experience March 2007 - December 2009
Job Client Service Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
The Standard December 2012 - May 2015
The Standard December 2009 - December 2012
Standard Retirement Services March 2007 - December 2009
Skills
Retirement, Mutual Funds, Series 7, Retirement Planning, 401k, Series 63
Education
University of Northern Colorado 1994 — 1998
BA, Biology Minor: Chemistry
Eaglecrest High School 1989 — 1993
Diploma
Bank of America Merrill Lynch June 2015 - Present
The Standard December 2012 - May 2015
The Standard December 2009 - December 2012
Standard Retirement Services March 2007 - December 2009
Skills
Retirement, Mutual Funds, Series 7, Retirement Planning, 401k, Series 63
Education
University of Northern Colorado 1994 — 1998
BA, Biology Minor: Chemistry
Eaglecrest High School 1989 — 1993
Diploma
Tracey Farquhar's Standard Retirement Services Experience March 2004 - July 2009
Job Plan Analyst at Metro Benefits
Industry Financial Services
Experience
Metro Benefits March 2012 - Present
Black Box Network Services July 2010 - December 2011
Capital Retirement Plan Services July 2009 - April 2010
STANDARD RETIREMENT SERVICES March 2004 - July 2009
Skills
401k, Pensions, Mutual Funds, Employee Benefits, Benefits Administration, Financial Services, Asset Allocation, ERISA, Defined Contribution, Analysis
Education
Clarion University of Pennsylvania 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Metro Benefits March 2012 - Present
Black Box Network Services July 2010 - December 2011
Capital Retirement Plan Services July 2009 - April 2010
STANDARD RETIREMENT SERVICES March 2004 - July 2009
Skills
401k, Pensions, Mutual Funds, Employee Benefits, Benefits Administration, Financial Services, Asset Allocation, ERISA, Defined Contribution, Analysis
Education
Clarion University of Pennsylvania 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Jessica Detwiler's Standard Retirement Services Experience January 2008 - July 2012
Job DC Analyst at Standard Retirement Services
Industry Financial Services
Experience
Standard Retirement Services January 2008 - July 2012
The 401(k) Company February 2000 - January 2008
Charles Schwab 2005 - 2008
Education
The University of Texas at Austin 1995 — 1998
BBA, Finance, Economics
Standard Retirement Services January 2008 - July 2012
The 401(k) Company February 2000 - January 2008
Charles Schwab 2005 - 2008
Education
The University of Texas at Austin 1995 — 1998
BBA, Finance, Economics
Joel Mankoski's Standard Retirement Services Experience January 2007 - August 2009
Job Systems Analyst III at Administrative Office of Pennsylvania Courts
Industry Information Technology and Services
Experience
Administrative Office of Pennsylvania Courts February 2012 - Present
American Insurance Administrators August 2009 - February 2012
Standard Retirement Services January 2007 - August 2009
Standard Retirement Services October 2005 - January 2007
Standard Retirement Services August 2004 - October 2005
Invesmart, Inc 2001 - 2004
Skills
Business Analysis, Data Analysis, Public Speaking
Education
University of Pittsburgh
BA, Administration of Justice
Administrative Office of Pennsylvania Courts February 2012 - Present
American Insurance Administrators August 2009 - February 2012
Standard Retirement Services January 2007 - August 2009
Standard Retirement Services October 2005 - January 2007
Standard Retirement Services August 2004 - October 2005
Invesmart, Inc 2001 - 2004
Skills
Business Analysis, Data Analysis, Public Speaking
Education
University of Pittsburgh
BA, Administration of Justice
John Cubellis's Standard Retirement Services Experience August 1994 - October 2009
Job Manager Trust Securities at PNC Bank
Industry Financial Services
Experience
PNC Bank November 2009 - Present
Standard Retirement Services August 1994 - October 2009
Education
Geneva College 1985 — 1990
B.S.B.A., Accounting, Information Systems
PNC Bank November 2009 - Present
Standard Retirement Services August 1994 - October 2009
Education
Geneva College 1985 — 1990
B.S.B.A., Accounting, Information Systems
Dana Beer's Standard Retirement Services Experience September 2004 - September 2009
Job Experienced Retirement Professional
Industry Financial Services
Experience
RiversEdge Advanced Retirement Solutions June 2011 - Present
Federated Investors August 2010 - May 2011
Standard Retirement Services September 2004 - September 2009
Federated Investors 2000 - 2004
PNC Financial Services Group September 1998 - August 2000
Education
Slippery Rock University of Pennsylvania 1989 — 1993
BS, Elementary Education
RiversEdge Advanced Retirement Solutions June 2011 - Present
Federated Investors August 2010 - May 2011
Standard Retirement Services September 2004 - September 2009
Federated Investors 2000 - 2004
PNC Financial Services Group September 1998 - August 2000
Education
Slippery Rock University of Pennsylvania 1989 — 1993
BS, Elementary Education
Sharlene Koleno's Standard Retirement Services Experience April 2010 - Present
Job Process Analyst IV at Standard Retirement Services
Industry Financial Services
Experience
Standard Retirement Services April 2010 - Present
Standard Retirement Services January 2000 - April 2010
Invesmart, Inc. January 1995 - January 2000
Skills
Microsoft Excel, Microsoft SharePoint, Process Improvement, Procedure Development, Training, SharePoint, Analysis
Education
Bloomsburg University of Pennsylvania 1986 — 1990
B.A, Mathematics; Concentration in statistics and economics
Standard Retirement Services April 2010 - Present
Standard Retirement Services January 2000 - April 2010
Invesmart, Inc. January 1995 - January 2000
Skills
Microsoft Excel, Microsoft SharePoint, Process Improvement, Procedure Development, Training, SharePoint, Analysis
Education
Bloomsburg University of Pennsylvania 1986 — 1990
B.A, Mathematics; Concentration in statistics and economics
Scott Bevan, QKA's Standard Retirement Services Experience June 2009 - Present
Job Manager, Operations
Industry Financial Services
Experience
Standard Retirement Services June 2009 - Present
Standard Retirement Services November 2007 - June 2009
Standard Retirement Services October 2006 - November 2007
Standard Retirement Services July 2005 - October 2006
Standard Retirement Services January 2003 - July 2005
Standard Retirement Services April 2002 - January 2003
Skills
Plan Design
Education
Washington and Jefferson College 2004 — 2006
Transferred, Business
Indiana University of Pennsylvania 1996 — 2000
Finance, Accounting
Standard Retirement Services June 2009 - Present
Standard Retirement Services November 2007 - June 2009
Standard Retirement Services October 2006 - November 2007
Standard Retirement Services July 2005 - October 2006
Standard Retirement Services January 2003 - July 2005
Standard Retirement Services April 2002 - January 2003
Skills
Plan Design
Education
Washington and Jefferson College 2004 — 2006
Transferred, Business
Indiana University of Pennsylvania 1996 — 2000
Finance, Accounting
Andrew Noniewicz's Standard Retirement Services Experience 2002 - Present
Job Trading Operations Specialist at The Standard
Industry Financial Services
Experience
The Standard 2002 - Present
Standard Retirement Services 2002 - Present
Education
Elmira College 1985 — 1987
BS, Accounting
The Standard 2002 - Present
Standard Retirement Services 2002 - Present
Education
Elmira College 1985 — 1987
BS, Accounting
Jeffrey Miller, QKA's Standard Retirement Services Experience November 2010 - March 2015
Job New Business Implementation Coordinator at Standard Retirement Services
Industry Financial Services
Experience
Standard Retirement Services November 2010 - March 2015
Standard Retirement Services November 2007 - November 2010
The Vanguard Group 2000 - October 2007
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Buck Consultants 1996 - 1998
Skills
403 b, Customer Service, Project Management, Pensions, Retirement Planning, Insurance, Management, Business Planning, Analysis, Investments, 401k, Retirement Services, 401(k) and 403(b) Plan..., Plan Administration, Plan Design, Retirement Plan Mergers..., Legal Documents, Employee Benefits, Defined Contribution, Mergers, Consulting, Financial Services, Retirement
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2006
MBA, Management
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2003
Leadership & Management
Stanford University Graduate School of Business
Finance of Retirements and Pensions
Standard Retirement Services November 2010 - March 2015
Standard Retirement Services November 2007 - November 2010
The Vanguard Group 2000 - October 2007
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Buck Consultants 1996 - 1998
Skills
403 b, Customer Service, Project Management, Pensions, Retirement Planning, Insurance, Management, Business Planning, Analysis, Investments, 401k, Retirement Services, 401(k) and 403(b) Plan..., Plan Administration, Plan Design, Retirement Plan Mergers..., Legal Documents, Employee Benefits, Defined Contribution, Mergers, Consulting, Financial Services, Retirement
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2006
MBA, Management
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2003
Leadership & Management
Stanford University Graduate School of Business
Finance of Retirements and Pensions
Chris Burwell-Woo's Standard Retirement Services Experience 2000 - 2008
Job Program Services Coordinator at San Mateo Community College District
Industry Higher Education
Experience
San Mateo Community College District June 2015 - Present
San Mateo Community College District April 2011 - June 2015
Invesmart March 2000 - March 2008
Standard Retirement Services 2000 - 2008
Skills
Project Management, New Business Development, Process Improvement, Program Management, Employee Benefits, Change Management, Strategic Planning, Leadership, Cross-functional Team..., Management, 401k, Team Building, Strategy, Team Leadership, Customer Service, Training, Nonprofits
Education
St. Ambrose University 1979 — 1980
Business Administration, Finance
Illinois State University 1976 — 1979
Business Finance
San Mateo Community College District June 2015 - Present
San Mateo Community College District April 2011 - June 2015
Invesmart March 2000 - March 2008
Standard Retirement Services 2000 - 2008
Skills
Project Management, New Business Development, Process Improvement, Program Management, Employee Benefits, Change Management, Strategic Planning, Leadership, Cross-functional Team..., Management, 401k, Team Building, Strategy, Team Leadership, Customer Service, Training, Nonprofits
Education
St. Ambrose University 1979 — 1980
Business Administration, Finance
Illinois State University 1976 — 1979
Business Finance
Christina Verrill's Standard Retirement Services Experience May 2001 - July 2009
Job Manager of Operations
Industry Financial Services
Experience
ADS Benefits August 2009 - Present
Standard Retirement Services May 2001 - July 2009
Education
Saint Joseph's College 1997 — 2001
BS, Business Administration
ADS Benefits August 2009 - Present
Standard Retirement Services May 2001 - July 2009
Education
Saint Joseph's College 1997 — 2001
BS, Business Administration
Delores Hankins's Standard Retirement Services Experience May 1993 - Present
Job Manager, Education and Development The Standard
Industry Financial Services
Experience
Standard Retirement Services May 1993 - Present
Skills
Process Improvement, 401k, Performance Management, Change Management, Employee Engagement, Training Delivery, Leadership, Workshop Facilitation, Employee Relations, Training, Retirement, Organizational..., Instructional Design, Employee Training, Talent Management, Project Management
Education
Portland State University
Graduate Certificate, Management of Training and Development
Portland State University
Certificate, Training and Development
State University of New York College at Brockport 1987 — 1990
B.A., English/Creative Writing
Hesston College 1982 — 1984
A.A., Business
Standard Retirement Services May 1993 - Present
Skills
Process Improvement, 401k, Performance Management, Change Management, Employee Engagement, Training Delivery, Leadership, Workshop Facilitation, Employee Relations, Training, Retirement, Organizational..., Instructional Design, Employee Training, Talent Management, Project Management
Education
Portland State University
Graduate Certificate, Management of Training and Development
Portland State University
Certificate, Training and Development
State University of New York College at Brockport 1987 — 1990
B.A., English/Creative Writing
Hesston College 1982 — 1984
A.A., Business
Christine Harder's Standard Retirement Services Experience May 2005 - July 2009
Job Benefits Analyst at PolyOne Corporation
Industry Financial Services
Experience
PolyOne September 2011 - Present
Victory Capital Management January 2010 - September 2011
Standard Retirement Services May 2005 - July 2009
Charles Schwab December 1996 - May 2005
National City Bank January 1995 - November 1996
LDI Corporation June 1993 - January 1995
Skills
Benefits Administration, Qualified Retirement..., CRM, Retirement, Budgets, Human Resources, Outlook, Microsoft Office, 401k, Employee Benefits, Administration, Pensions, Financial Analysis, Management, Investments, Defined Benefit, HRIS
Education
Bowling Green State University 1988 — 1993
Bachelor of Arts, General Business
Magnificat High School
College Preparatory
PolyOne September 2011 - Present
Victory Capital Management January 2010 - September 2011
Standard Retirement Services May 2005 - July 2009
Charles Schwab December 1996 - May 2005
National City Bank January 1995 - November 1996
LDI Corporation June 1993 - January 1995
Skills
Benefits Administration, Qualified Retirement..., CRM, Retirement, Budgets, Human Resources, Outlook, Microsoft Office, 401k, Employee Benefits, Administration, Pensions, Financial Analysis, Management, Investments, Defined Benefit, HRIS
Education
Bowling Green State University 1988 — 1993
Bachelor of Arts, General Business
Magnificat High School
College Preparatory
Lynnda Kasanicky's Standard Retirement Services Experience March 1997 - May 2012
Job 401k Consultant at Burke & Schindler, P.L.L.
Industry Financial Services
Experience
Burke & Schindler, P.L.L. May 2013 - Present
Ameritas August 2012 - May 2013
Standard Retirement Services March 1997 - May 2012
Skills
401k, Retirement Planning, Investments, Series 63, Series 6, Qualified Retirement..., Retirement, Mutual Funds, Defined Benefit, Pensions, Retirement Plan..., Investment Advisory, ERISA, Asset Allocation, FINRA, Defined Contribution, Series 65, Securities
Education
Miami University 1974 — 1978
B.S., Business Administration
Burke & Schindler, P.L.L. May 2013 - Present
Ameritas August 2012 - May 2013
Standard Retirement Services March 1997 - May 2012
Skills
401k, Retirement Planning, Investments, Series 63, Series 6, Qualified Retirement..., Retirement, Mutual Funds, Defined Benefit, Pensions, Retirement Plan..., Investment Advisory, ERISA, Asset Allocation, FINRA, Defined Contribution, Series 65, Securities
Education
Miami University 1974 — 1978
B.S., Business Administration
Jared Knisley's Standard Retirement Services Experience July 2007 - October 2009
Job Senior Compliance Analyst at T Rowe Price
Industry Financial Services
Experience
T Rowe Price October 2009 - Present
Standard Retirement Services July 2007 - October 2009
Nationwide Insurance August 2004 - July 2007
Invesmart, Inc. March 1999 - July 2004
Skills
Nondiscrimination..., Retirement Plan..., 401k, ERISA
Education
Shippensburg University of Pennsylvania 1990 — 1994
BS, Finance
T Rowe Price October 2009 - Present
Standard Retirement Services July 2007 - October 2009
Nationwide Insurance August 2004 - July 2007
Invesmart, Inc. March 1999 - July 2004
Skills
Nondiscrimination..., Retirement Plan..., 401k, ERISA
Education
Shippensburg University of Pennsylvania 1990 — 1994
BS, Finance
Carol Jasin's Standard Retirement Services Experience September 2006 - July 2009
Job Financial Services Professional
Industry Financial Services
Experience
THE HARBOR COURT March 2013 - Present
Horizon Education Centers August 2010 - April 2012
Standard Retirement Services September 2006 - July 2009
Invesmart May 2005 - September 2006
Energizer October 1999 - January 2004
Skills
Access, Data Entry
Education
Lorain County Community College 2010 — 2010
Medical Terminology, 4.0
Lorain County Community College 1999 — 2005
45 credits, Business
THE HARBOR COURT March 2013 - Present
Horizon Education Centers August 2010 - April 2012
Standard Retirement Services September 2006 - July 2009
Invesmart May 2005 - September 2006
Energizer October 1999 - January 2004
Skills
Access, Data Entry
Education
Lorain County Community College 2010 — 2010
Medical Terminology, 4.0
Lorain County Community College 1999 — 2005
45 credits, Business
Scott Noska's Standard Retirement Services Experience November 2009 - Present
Job Relationship Manager at Standard Retirement Services, Inc.
Industry Financial Services
Experience
The Standard December 2009 - Present
Standard Retirement Services November 2009 - Present
ING Financial Partners April 2009 - November 2009
Citi/Smith Barney September 2005 - April 2009
ING Financial Services February 2001 - September 2005
CIGNA Financial Services October 1998 - February 2001
CIGNA Retirement and Investment Services October 1997 - October 1998
Prudential Insurance Company of America May 1995 - October 1997
Education
University of Hartford
MBA
Springfield College
Bachelor of Business Management
University of Hartford
MBA, Business
The Standard December 2009 - Present
Standard Retirement Services November 2009 - Present
ING Financial Partners April 2009 - November 2009
Citi/Smith Barney September 2005 - April 2009
ING Financial Services February 2001 - September 2005
CIGNA Financial Services October 1998 - February 2001
CIGNA Retirement and Investment Services October 1997 - October 1998
Prudential Insurance Company of America May 1995 - October 1997
Education
University of Hartford
MBA
Springfield College
Bachelor of Business Management
University of Hartford
MBA, Business
Angela D'Adamo's Standard Retirement Services Experience June 2013 - Present
Job Business Improvement, PM
Industry Insurance
Experience
Standard Retirement Services June 2013 - Present
Standard Retirement Services March 2011 - June 2013
Standard Retirement Services August 2008 - June 2013
Ascensus December 2005 - July 2008
John McLeod, Ltd May 2004 - March 2005
Skills
Process Improvement, Financial Services, Requirements Gathering, Project Management, Business Requirements, Business Process..., Change Management, Management, Customer Service, Customer Retention, Customer Engagement, Employee Learning &...
Education
Southern New Hampshire University 2006 — 2008
MS, Organizational Leadership
Southern New Hampshire University 2006 — 2008
Graduate Certificate, Human Resources Management
Champlain College 2002 — 2004
BS, Business
Standard Retirement Services June 2013 - Present
Standard Retirement Services March 2011 - June 2013
Standard Retirement Services August 2008 - June 2013
Ascensus December 2005 - July 2008
John McLeod, Ltd May 2004 - March 2005
Skills
Process Improvement, Financial Services, Requirements Gathering, Project Management, Business Requirements, Business Process..., Change Management, Management, Customer Service, Customer Retention, Customer Engagement, Employee Learning &...
Education
Southern New Hampshire University 2006 — 2008
MS, Organizational Leadership
Southern New Hampshire University 2006 — 2008
Graduate Certificate, Human Resources Management
Champlain College 2002 — 2004
BS, Business
Kevin Atiyeh's Standard Retirement Services Experience April 2005 - June 2007
Job Assistant Plant Manager at Atiyeh Bros., Inc.
Industry Retail
Experience
Atiyeh Bros., Inc. January 2013 - Present
Atiyeh Bros., Inc. June 2007 - December 2012
Standard Retirement Services April 2005 - June 2007
Columbia Mutual Funds August 2001 - January 2005
Skills
Marketing Strategy, Inventory Management, Team Building, Microsoft Office, Management, Process Improvement
Education
University of Oregon 1997 — 2001
BS Business Administration, Finance
Wilson High School 1994 — 1997
Atiyeh Bros., Inc. January 2013 - Present
Atiyeh Bros., Inc. June 2007 - December 2012
Standard Retirement Services April 2005 - June 2007
Columbia Mutual Funds August 2001 - January 2005
Skills
Marketing Strategy, Inventory Management, Team Building, Microsoft Office, Management, Process Improvement
Education
University of Oregon 1997 — 2001
BS Business Administration, Finance
Wilson High School 1994 — 1997
Kerry Waterman's Standard Retirement Services Experience 2006 - 2011
Job Director, Financial Operations
Industry Financial Services
Experience
The Standard 2011 - Present
Standard Retirement Services 2006 - 2011
Skills
Retirement, 401k, Management, Process Improvement, Financial Services, Leadership, Business Analysis
Education
George Fox University 2004 — 2006
Master of Business Administration (MBA)
Portland State University
Bachelor of Business Administration (BBA)
The Standard 2011 - Present
Standard Retirement Services 2006 - 2011
Skills
Retirement, 401k, Management, Process Improvement, Financial Services, Leadership, Business Analysis
Education
George Fox University 2004 — 2006
Master of Business Administration (MBA)
Portland State University
Bachelor of Business Administration (BBA)
Massie Emdadi's Standard Retirement Services Experience July 2000 - October 2009
Job Retirement Benefits Analyst at Stanford University
Industry Financial Services
Experience
Stanford University January 2011 - Present
Standard Retirement Services July 2000 - October 2009
PGR, Inc. September 1995 - July 2000
Education
Heald College
Diploma, Accounting
Shiraz University
B.A., History
Stanford University January 2011 - Present
Standard Retirement Services July 2000 - October 2009
PGR, Inc. September 1995 - July 2000
Education
Heald College
Diploma, Accounting
Shiraz University
B.A., History
Nadine Davidson-Oliver, MBA, QKA, QPA's Standard Retirement Services Experience June 2009 - November 2012
Job at
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. December 2012 - Present
Standard Retirement Services June 2009 - November 2012
Skills
Accounting
Education
Indiana Wesleyan University 2011 — 2013
Master of Business Administration (MBA)
University of Cincinnati
BS, Accounting
OneAmerica Financial Partners Inc. December 2012 - Present
Standard Retirement Services June 2009 - November 2012
Skills
Accounting
Education
Indiana Wesleyan University 2011 — 2013
Master of Business Administration (MBA)
University of Cincinnati
BS, Accounting
Eva Boyd's Standard Retirement Services Experience August 2009 - June 2013
Job Controller at Point Blank Range & Gun Shop
Industry Financial Services
Experience
Point Blank Range & Gun Shop June 2013 - March 2015
Standard Retirement Services August 2009 - June 2013
Premier Health Care Management June 2003 - August 2009
Skills
Accounts Payable, Bookkeeping, Compliance Audits, Payroll, Cash Flow, Financial Statements, Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, GAAP, General Ledger, Account Reconciliation, Bank Reconciliation, QuickBooks
Education
University of Cincinnati 2004 — 2012
Associate Applied Business, Accounting
Clermont Northeastern High School 1994 — 1998
Point Blank Range & Gun Shop June 2013 - March 2015
Standard Retirement Services August 2009 - June 2013
Premier Health Care Management June 2003 - August 2009
Skills
Accounts Payable, Bookkeeping, Compliance Audits, Payroll, Cash Flow, Financial Statements, Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, GAAP, General Ledger, Account Reconciliation, Bank Reconciliation, QuickBooks
Education
University of Cincinnati 2004 — 2012
Associate Applied Business, Accounting
Clermont Northeastern High School 1994 — 1998
Shelly Grosser-Bittle's Standard Retirement Services Experience 2007 - 2009
Job Retirement Plan Consultant and Anaylst at PAI
Industry Financial Services
Experience
PAI July 2010 - Present
Standard Retirement Services 2007 - 2009
Pension Resources, Inc. 2005 - 2007
Skills
10 years of experience..., Microsoft Office, Excellent Customer..., Very detailed and...
Education
Harrisburg Area Community College 1996 — 1998
Associates Degree, Paralegal
PAI July 2010 - Present
Standard Retirement Services 2007 - 2009
Pension Resources, Inc. 2005 - 2007
Skills
10 years of experience..., Microsoft Office, Excellent Customer..., Very detailed and...
Education
Harrisburg Area Community College 1996 — 1998
Associates Degree, Paralegal
Tess Vogel's Standard Retirement Services Experience June 2008 - March 2013
Job Claims Adjuster
Industry Insurance
Experience
Sedgwick Claims Management Inc February 2015 - Present
Peace Corps May 2013 - August 2014
Standard Retirement Services June 2008 - March 2013
Education
Portland State University 2005 — 2008
Master of Public Administration (MPA), Public Administration
Sedgwick Claims Management Inc February 2015 - Present
Peace Corps May 2013 - August 2014
Standard Retirement Services June 2008 - March 2013
Education
Portland State University 2005 — 2008
Master of Public Administration (MPA), Public Administration
Bryan Broderick's Standard Retirement Services Experience August 2013 - Present
Job Project Manager at Standard Retirement Services
Industry Financial Services
Experience
Standard Retirement Services August 2013 - Present
Standard Retirement Services September 2011 - August 2013
Skills
Operations Management, Team Leadership, Change Management, Project Management, Business Analysis, Customer Service, Leadership, Business Process..., Team Management, Stakeholder Management, Call Centers, Team Building, Microsoft Excel
Education
Oregon State University 1996 — 2000
Bachelor's degree, Finance
Standard Retirement Services August 2013 - Present
Standard Retirement Services September 2011 - August 2013
Skills
Operations Management, Team Leadership, Change Management, Project Management, Business Analysis, Customer Service, Leadership, Business Process..., Team Management, Stakeholder Management, Call Centers, Team Building, Microsoft Excel
Education
Oregon State University 1996 — 2000
Bachelor's degree, Finance
BayCare Health System
Prime Therapeutics
Skanska USA Building Inc.
TriHealth
Accretive Health
CBIZ
M-I SWACO
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