The Benefit Practice
Description
Address: 1055 Washington Blvd Suite 540, Stamford, CT 06901 Phone: (203) 517-3500: Website: Place name: Category: : : : : Hours: : Website: http://www.benefitpractice.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Benefit Practice Posting publicly on the Web Write a review Reviews 1 Google review
The Benefit Practice List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Benefit Practice. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Benefit Practice Employees
Employee
Years
Job
Industry
June Shin June Shin's The Benefit Practice Experience June 2014 - April 2015
Job Staff Accountant at Hulu
Industry Financial Services
Experience
Hulu April 2015 - Present
The Benefit Practice June 2014 - April 2015
University of Connecticut January 2012 - May 2014
NBCUniversal, Inc. June 2013 - August 2013
Golf Club of Avon June 2010 - August 2012
Skills
Finance, Microsoft Excel, Microsoft Office, Analysis, Accounting, Research, Data Analysis, Strategic Financial..., Leadership, Teamwork, Social Networking, Stata, PeopleSoft Financial, Oracle E-Business Suite
Education
University of Connecticut 2010 — 2014
Bachelor of Arts (B.A.), Economics
Hulu April 2015 - Present
The Benefit Practice June 2014 - April 2015
University of Connecticut January 2012 - May 2014
NBCUniversal, Inc. June 2013 - August 2013
Golf Club of Avon June 2010 - August 2012
Skills
Finance, Microsoft Excel, Microsoft Office, Analysis, Accounting, Research, Data Analysis, Strategic Financial..., Leadership, Teamwork, Social Networking, Stata, PeopleSoft Financial, Oracle E-Business Suite
Education
University of Connecticut 2010 — 2014
Bachelor of Arts (B.A.), Economics
Hotep Anthony Hotep Anthony's The Benefit Practice Experience March 2015 - Present
Job Defined Contribution Analyst at The Benefit Practice
Industry Insurance
Experience
The Benefit Practice March 2015 - Present
Aon Hewitt September 2013 - Present
Aon Hewitt September 2012 - February 2013
Century 21 2011 - 2012
Skills
Analytic Evaluation, Creative Problem Solving, Office Management and..., Persuasive Communication, Interpersonal and Team..., Appfolio, Microsoft Excel, QuickBooks, Apologetics, Social Media, Project Planning, Research, Sales
Education
Western Governors University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Florida 2010 — 2012
Bachelor's Degree, Finance, Senior
Edison State College 2009 — 2010
Associate of Arts (A.A.), General
The Benefit Practice March 2015 - Present
Aon Hewitt September 2013 - Present
Aon Hewitt September 2012 - February 2013
Century 21 2011 - 2012
Skills
Analytic Evaluation, Creative Problem Solving, Office Management and..., Persuasive Communication, Interpersonal and Team..., Appfolio, Microsoft Excel, QuickBooks, Apologetics, Social Media, Project Planning, Research, Sales
Education
Western Governors University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Florida 2010 — 2012
Bachelor's Degree, Finance, Senior
Edison State College 2009 — 2010
Associate of Arts (A.A.), General
Jessica L. Earl, QKA, QPA, ERPA Jessica L. Earl, QKA, QPA, ERPA's The Benefit Practice Experience November 2012 - August 2015
Job Pension Administrator II at K B Pension Services, Inc
Industry Financial Services
Experience
KB Pension Services, Inc. August 2015 - Present
The Walt Disney Company September 1996 - Present
The Benefit Practice November 2012 - August 2015
Retirement Plan Specialists, Inc. July 2004 - November 2012
Valley Forge Asset Management August 1998 - July 2004
Skills
Defined Benefit, Defined Contribution, Pensions, Profit Sharing, ERISA, Pension Administration, 401k, Benefits Administration, Retirement, Retirement Plan..., Qualified Retirement...
Education
Penn State University 1987 — 1989
Bachelor of Arts (BA), Labor and Industrial Relations
Millersville University of Pennsylvania 1985 — 1987
KB Pension Services, Inc. August 2015 - Present
The Walt Disney Company September 1996 - Present
The Benefit Practice November 2012 - August 2015
Retirement Plan Specialists, Inc. July 2004 - November 2012
Valley Forge Asset Management August 1998 - July 2004
Skills
Defined Benefit, Defined Contribution, Pensions, Profit Sharing, ERISA, Pension Administration, 401k, Benefits Administration, Retirement, Retirement Plan..., Qualified Retirement...
Education
Penn State University 1987 — 1989
Bachelor of Arts (BA), Labor and Industrial Relations
Millersville University of Pennsylvania 1985 — 1987
Barbara Bai's The Benefit Practice Experience June 2012 - May 2014
Job
Industry Financial Services
Experience
The Benefit Practice June 2012 - May 2014
Cornell University August 2011 - May 2012
Cornell University August 2010 - May 2012
Cornell University June 2011 - August 2011
North Technology, Inc. June 2007 - August 2010
Skills
Microsoft Office, Programming, Research, Statistics, Actuarial, R, Matlab, LaTeX, Mathematics, Probability, Data Analysis, Quantitative Analytics, Applied Mathematics
Education
Cornell University 2008 — 2012
Bachelor of Arts, Mathematics, Physics
The Benefit Practice June 2012 - May 2014
Cornell University August 2011 - May 2012
Cornell University August 2010 - May 2012
Cornell University June 2011 - August 2011
North Technology, Inc. June 2007 - August 2010
Skills
Microsoft Office, Programming, Research, Statistics, Actuarial, R, Matlab, LaTeX, Mathematics, Probability, Data Analysis, Quantitative Analytics, Applied Mathematics
Education
Cornell University 2008 — 2012
Bachelor of Arts, Mathematics, Physics
Kristen Zalewski Kristen Zalewski's The Benefit Practice Experience June 2014 - Present
Job Defined Contribution Analyst at The Benefit Practice
Industry Financial Services
Experience
The Benefit Practice June 2014 - Present
Greenwood Physical Therapy July 2012 - August 2013
Agility Physical Therapy October 2009 - August 2013
Skills
Bloomberg, Mergent, Matlab, Visual C++, SAS programming, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, QuickBooks, Economics, Budgets
Education
James Madison University 2010 — 2014
Bachelor of Science (B.S.), Quantitative Finance and Mathematics
Ridgefield High School 2006 — 2010
The Benefit Practice June 2014 - Present
Greenwood Physical Therapy July 2012 - August 2013
Agility Physical Therapy October 2009 - August 2013
Skills
Bloomberg, Mergent, Matlab, Visual C++, SAS programming, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, QuickBooks, Economics, Budgets
Education
James Madison University 2010 — 2014
Bachelor of Science (B.S.), Quantitative Finance and Mathematics
Ridgefield High School 2006 — 2010
Stephanie Hilpipre Stephanie Hilpipre's The Benefit Practice Experience June 2012 - Present
Job Defined Contribution Analyst at The Benefit Practice
Industry Financial Services
Experience
The Benefit Practice June 2012 - Present
Ford Motor Company June 2010 - June 2012
Hudson River Park Trust March 2009 - June 2010
Syracuse University February 2005 - May 2008
Skills
Scheduling, Event Execution, Corporate Communications, Event Planning, Management, Training, Process Scheduler, Research, Public Relations, Microsoft Office, Social Media, Event Management
Education
Syracuse University 2004 — 2008
BA, Mathematics and Economics
The Benefit Practice June 2012 - Present
Ford Motor Company June 2010 - June 2012
Hudson River Park Trust March 2009 - June 2010
Syracuse University February 2005 - May 2008
Skills
Scheduling, Event Execution, Corporate Communications, Event Planning, Management, Training, Process Scheduler, Research, Public Relations, Microsoft Office, Social Media, Event Management
Education
Syracuse University 2004 — 2008
BA, Mathematics and Economics
Christopher Yorke Christopher Yorke's The Benefit Practice Experience November 2010 - November 2011
Job Working to help Americans save money and retire with dignity.
Industry Financial Services
Experience
Associated Pension Consultants, Inc. November 2011 - Present
The Benefit Practice November 2010 - November 2011
ING July 2008 - July 2010
Citistreet April 2000 - July 2008
Smith Barney October 1995 - May 2000
Prudential Securities October 1993 - October 1995
Skills
401k, Retirement Planning, Investments, Retirement, Series 63, Employee Benefits, Sales, Financial Services
Education
Adelphi University 1987 — 1991
BA, Marketing
Saint Francis Prep High School 1983 — 1987
Associated Pension Consultants, Inc. November 2011 - Present
The Benefit Practice November 2010 - November 2011
ING July 2008 - July 2010
Citistreet April 2000 - July 2008
Smith Barney October 1995 - May 2000
Prudential Securities October 1993 - October 1995
Skills
401k, Retirement Planning, Investments, Retirement, Series 63, Employee Benefits, Sales, Financial Services
Education
Adelphi University 1987 — 1991
BA, Marketing
Saint Francis Prep High School 1983 — 1987
Fred Johnston Fred Johnston's The Benefit Practice Experience September 2013 - January 2015
Job Regional Sales Director, Bates & Company, Inc.
Industry Financial Services
Experience
The Benefit Practice September 2013 - January 2015
Regional Sales Director July 2012 - September 2013
BMO Institutional Services ( formerly M & I Institutional Trust Services) April 2008 - June 2012
Fifth Third Bank February 2006 - April 2008
AmSouth Bank April 2000 - February 2006
Wachovia Bank 1998 - 2000
KeyCorp 1995 - 1998
Nationsbank 1990 - 1998
Skills
Retirement, Trust Services, Investments, Defined Contribution, Defined Benefit, Institutional Trust..., Financial Services, Employee Benefits, Institutional, Business Development, Sales, Investment Strategies, Qualified Retirement..., 401k, Mutual Funds, Asset Allocation
Education
Gannon University 1973 — 1977
BS, Finance
The Benefit Practice September 2013 - January 2015
Regional Sales Director July 2012 - September 2013
BMO Institutional Services ( formerly M & I Institutional Trust Services) April 2008 - June 2012
Fifth Third Bank February 2006 - April 2008
AmSouth Bank April 2000 - February 2006
Wachovia Bank 1998 - 2000
KeyCorp 1995 - 1998
Nationsbank 1990 - 1998
Skills
Retirement, Trust Services, Investments, Defined Contribution, Defined Benefit, Institutional Trust..., Financial Services, Employee Benefits, Institutional, Business Development, Sales, Investment Strategies, Qualified Retirement..., 401k, Mutual Funds, Asset Allocation
Education
Gannon University 1973 — 1977
BS, Finance
Greg Boroughf, QPA, ERPA Greg Boroughf, QPA, ERPA's The Benefit Practice Experience August 2009 - October 2012
Job ERISA Consultant, Voya Financial
Industry Financial Services
Experience
Voya Financial rebranded from ING U.S. in September 2014 October 2012 - Present
The Benefit Practice August 2009 - October 2012
Skills
Defined Contribution, Retirement Plan..., ERISA, Employee Benefits, Retirement, Pensions, Retirement Planning, Financial Services, Finance
Education
The University of Connecticut
Economics
Voya Financial rebranded from ING U.S. in September 2014 October 2012 - Present
The Benefit Practice August 2009 - October 2012
Skills
Defined Contribution, Retirement Plan..., ERISA, Employee Benefits, Retirement, Pensions, Retirement Planning, Financial Services, Finance
Education
The University of Connecticut
Economics
Lindsay Pitasi's The Benefit Practice Experience May 2012 - April 2014
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley April 2014 - December 2014
The Benefit Practice May 2012 - April 2014
Aon Hewitt June 2011 - August 2011
Royce & Associates June 2008 - December 2010
Skills
Microsoft Office, SAS, ProVal, Visual Basic, Minitab, Microsoft Excel, ASC, Relius, Finance, Accounting, Actuarial Science, Access, PowerPoint, Data Analysis
Education
The University of Connecticut 2009 — 2012
Bachelor of Arts, Mathematics-Statistics
Sacred Heart University 2008 — 2009
Morgan Stanley January 2015 - Present
Morgan Stanley April 2014 - December 2014
The Benefit Practice May 2012 - April 2014
Aon Hewitt June 2011 - August 2011
Royce & Associates June 2008 - December 2010
Skills
Microsoft Office, SAS, ProVal, Visual Basic, Minitab, Microsoft Excel, ASC, Relius, Finance, Accounting, Actuarial Science, Access, PowerPoint, Data Analysis
Education
The University of Connecticut 2009 — 2012
Bachelor of Arts, Mathematics-Statistics
Sacred Heart University 2008 — 2009
Wink Tharpe Wink Tharpe's The Benefit Practice Experience May 2015 - Present
Job Retirement Sales Director at The Benefit Practice
Industry Financial Services
Experience
The Benefit Practice May 2015 - Present
Prudential Retirement January 2013 - April 2015
Hartford Life 2008 - 2009
Hartford Life July 2002 - December 2007
Skills
Qualified Retirement..., Mutual Funds, Retirement Planning, 401k, Retirement, Series 63, Investments, Insurance, Series 6, Series 7, Fixed Annuities
Education
Avon Old Farms
LaGrange College
B.A., Business
The Benefit Practice May 2015 - Present
Prudential Retirement January 2013 - April 2015
Hartford Life 2008 - 2009
Hartford Life July 2002 - December 2007
Skills
Qualified Retirement..., Mutual Funds, Retirement Planning, 401k, Retirement, Series 63, Investments, Insurance, Series 6, Series 7, Fixed Annuities
Education
Avon Old Farms
LaGrange College
B.A., Business
Amanda Bird Amanda Bird's The Benefit Practice Experience June 2015 - Present
Job Actuarial Assistant at The Benefit Practice
Industry Financial Services
Experience
The Benefit Practice June 2015 - Present
Bolton Partners, Inc June 2012 - June 2015
Montgomery County Public Schools August 2008 - June 2012
Coastal Carolina University August 2005 - May 2008
Skills
Probability, Data Analysis, Mathematical Analysis, Classroom Management, Lesson Planning, Microsoft Office, Matlab, Creative Problem Solving, Public Speaking, Teaching, Employee Benefits, Pensions, Time Series Analysis, Mathematica, Monte Carlo Simulation, Program Management, Critical Thinking, Academic Tutoring, Teamwork, Mathematics Education, Mathematical Programming, Quantitative Analytics, Access, Classroom Instruction, Problem Solving, Consultancy, Able To Multi-task, Organization, Baking
Education
The Johns Hopkins University 2009 — 2011
Master of Arts, Teaching
Coastal Carolina University 2004 — 2008
Bachelor of Science (B.S.), Applied Mathematics
The Benefit Practice June 2015 - Present
Bolton Partners, Inc June 2012 - June 2015
Montgomery County Public Schools August 2008 - June 2012
Coastal Carolina University August 2005 - May 2008
Skills
Probability, Data Analysis, Mathematical Analysis, Classroom Management, Lesson Planning, Microsoft Office, Matlab, Creative Problem Solving, Public Speaking, Teaching, Employee Benefits, Pensions, Time Series Analysis, Mathematica, Monte Carlo Simulation, Program Management, Critical Thinking, Academic Tutoring, Teamwork, Mathematics Education, Mathematical Programming, Quantitative Analytics, Access, Classroom Instruction, Problem Solving, Consultancy, Able To Multi-task, Organization, Baking
Education
The Johns Hopkins University 2009 — 2011
Master of Arts, Teaching
Coastal Carolina University 2004 — 2008
Bachelor of Science (B.S.), Applied Mathematics
Alec Roth's The Benefit Practice Experience March 2015 - Present
Job Defined Contributions Analyst
Industry Accounting
Experience
The Benefit Practice March 2015 - Present
McCoy Federal Credit Union October 2014 - March 2015
Skills
Motivation, Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping
Education
University of Central Florida 2009 — 2014
Bachelor of Science (BS), Accounting
University of Central Florida 2009 — 2014
Bachelor's degree, Accounting
The Benefit Practice March 2015 - Present
McCoy Federal Credit Union October 2014 - March 2015
Skills
Motivation, Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping
Education
University of Central Florida 2009 — 2014
Bachelor of Science (BS), Accounting
University of Central Florida 2009 — 2014
Bachelor's degree, Accounting
Daniel Crevani's The Benefit Practice Experience January 2010 - Present
Job DC Manager at The Benefit Practice
Industry Financial Services
Experience
The Benefit Practice January 2010 - Present
The Benefit Practice May 2007 - April 2010
ADP February 2006 - May 2007
Cammack LaRhette Consulting 2000 - 2006
Education
State University of New York at Binghamton 1996 — 2000
Bachelor of Arts, Mathematics
The Benefit Practice January 2010 - Present
The Benefit Practice May 2007 - April 2010
ADP February 2006 - May 2007
Cammack LaRhette Consulting 2000 - 2006
Education
State University of New York at Binghamton 1996 — 2000
Bachelor of Arts, Mathematics
Michael LoCascio's The Benefit Practice Experience June 2010 - Present
Job Senior Defined Contribution Consultant at The Benefit Practice
Industry Financial Services
Experience
The Benefit Practice June 2010 - Present
Laiken Associates, Inc. May 1999 - June 2010
APS Pension Services, Inc. January 1996 - May 1999
Education
Binghamton University 1991 — 1995
The Benefit Practice June 2010 - Present
Laiken Associates, Inc. May 1999 - June 2010
APS Pension Services, Inc. January 1996 - May 1999
Education
Binghamton University 1991 — 1995
Mark Cywin ARPC, AIF®'s The Benefit Practice Experience January 2012 - March 2015
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2015 - Present
The Benefit Practice January 2012 - March 2015
ADP November 2006 - January 2012
NYLIM / MainStay Investments September 2005 - November 2006
Schwab Capital Markets L.P. March 2000 - August 2001
Skills
401k, Retirement, Defined Benefit, Retirement Planning, Defined Contribution, Mutual Funds, Training, Retirement Plan..., Financial Advisory, Sales, Management, Series 6, Series 63, ADP Payroll, Cold Calling, Sales Operations, IRAs, Defined Benefit Plans, Defined Contribution..., Investment Portfolio..., Leadership, Fiduciary Compliance, Non Qualified Deferred..., Investments, Fiduciary
Education
Seton Hall University 2002 — 2005
BSE, Secondary Education/History
Coastal Carolina University 2001 — 2002
History
Transamerica Retirement Solutions March 2015 - Present
The Benefit Practice January 2012 - March 2015
ADP November 2006 - January 2012
NYLIM / MainStay Investments September 2005 - November 2006
Schwab Capital Markets L.P. March 2000 - August 2001
Skills
401k, Retirement, Defined Benefit, Retirement Planning, Defined Contribution, Mutual Funds, Training, Retirement Plan..., Financial Advisory, Sales, Management, Series 6, Series 63, ADP Payroll, Cold Calling, Sales Operations, IRAs, Defined Benefit Plans, Defined Contribution..., Investment Portfolio..., Leadership, Fiduciary Compliance, Non Qualified Deferred..., Investments, Fiduciary
Education
Seton Hall University 2002 — 2005
BSE, Secondary Education/History
Coastal Carolina University 2001 — 2002
History
Eric Tener, EA, QKA's The Benefit Practice Experience August 2013 - Present
Job Associate Actuary at The Benefit Practice
Industry Financial Services
Experience
The Benefit Practice August 2013 - Present
CMC Pension Professionals November 2011 - May 2013
CMC Pension Professionals, Inc. May 2008 - November 2011
Skills
Actuarial, Excel, Defined Benefit, Pensions, 401k, Profit Sharing, Retirement Planning, Pension Funds, Qualified Retirement..., Pension Administration, ERISA, Retirement Plan..., Actuarial Science, Investments, Defined Contribution, Fixed Annuities, Retirement
Education
University of California, Irvine 2004 — 2006
Florida State University 2001 — 2004
Bachelor, Physics and Math
The Benefit Practice August 2013 - Present
CMC Pension Professionals November 2011 - May 2013
CMC Pension Professionals, Inc. May 2008 - November 2011
Skills
Actuarial, Excel, Defined Benefit, Pensions, 401k, Profit Sharing, Retirement Planning, Pension Funds, Qualified Retirement..., Pension Administration, ERISA, Retirement Plan..., Actuarial Science, Investments, Defined Contribution, Fixed Annuities, Retirement
Education
University of California, Irvine 2004 — 2006
Florida State University 2001 — 2004
Bachelor, Physics and Math
Jane D. Lovitts, CEBS's The Benefit Practice Experience August 2008 - Present
Job Sr. Defined Contribution Consultant at The Benefit Practice
Industry Financial Services
Experience
The Benefit Practice August 2008 - Present
Liden, Nestle, Soled & Associates, Inc. June 2006 - July 2008
Price Raffel & Browne Administrators, Inc. October 1999 - June 2006
Skills
Licensed Life & Health..., Employee Benefits, PowerPoint, Research, Microsoft Office, Microsoft Excel, Pensions, Microsoft Word, Insurance, Outlook, Health Insurance, Finance, Budgets, Event Planning
Education
Stony Brook University 1975 — 1979
BA, English, Theatre Arts
Lincoln High School 1969 — 1975
The Benefit Practice August 2008 - Present
Liden, Nestle, Soled & Associates, Inc. June 2006 - July 2008
Price Raffel & Browne Administrators, Inc. October 1999 - June 2006
Skills
Licensed Life & Health..., Employee Benefits, PowerPoint, Research, Microsoft Office, Microsoft Excel, Pensions, Microsoft Word, Insurance, Outlook, Health Insurance, Finance, Budgets, Event Planning
Education
Stony Brook University 1975 — 1979
BA, English, Theatre Arts
Lincoln High School 1969 — 1975
DJ Tobin, ARPC's The Benefit Practice Experience May 2015 - Present
Job Retirement Sales Director at The Benefit Practice
Industry Financial Services
Experience
The Benefit Practice May 2015 - Present
ADP Broker Dealer October 2010 - September 2014
AXA Distributors September 2006 - April 2009
AXA Distributors January 2005 - September 2006
AXA Distributors November 2002 - December 2005
Skills
Series 6, Financial Analysis, Life Insurance, Fixed Annuities, Sales Operations, Series 63, Retirement, Financial Advisory, Sales, Marketing, 401k, Mutual Funds, Qualified Retirement..., Variable Annuities, RIAs
Education
Fairfield University 1996 — 2000
Bachelor of Arts, Politics
John Jay High School
The Benefit Practice May 2015 - Present
ADP Broker Dealer October 2010 - September 2014
AXA Distributors September 2006 - April 2009
AXA Distributors January 2005 - September 2006
AXA Distributors November 2002 - December 2005
Skills
Series 6, Financial Analysis, Life Insurance, Fixed Annuities, Sales Operations, Series 63, Retirement, Financial Advisory, Sales, Marketing, 401k, Mutual Funds, Qualified Retirement..., Variable Annuities, RIAs
Education
Fairfield University 1996 — 2000
Bachelor of Arts, Politics
John Jay High School
Alex Zaid, FSA, CERA, MAAA's The Benefit Practice Experience October 2010 - May 2012
Job Senior Actuarial Analyst at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare February 2015 - Present
UnitedHealthcare May 2012 - Present
The Benefit Practice October 2010 - May 2012
Aon Hewitt June 2009 - October 2010
Self Employed September 2006 - September 2008
Lucky Brand Jeans May 2005 - August 2008
Comcast May 2005 - September 2005
Sherwood Elementary School January 2001 - January 2005
Skills
Actuarial Science, Health Insurance, Pensions, Microsoft Excel, Benefits Administration, Retirement, Financial Reporting, Outlook, Lotus Notes, Process Improvement, Customer Service, Access
Education
University of Illinois at Urbana-Champaign 2005 — 2009
BS, Actuarial Science
UnitedHealthcare February 2015 - Present
UnitedHealthcare May 2012 - Present
The Benefit Practice October 2010 - May 2012
Aon Hewitt June 2009 - October 2010
Self Employed September 2006 - September 2008
Lucky Brand Jeans May 2005 - August 2008
Comcast May 2005 - September 2005
Sherwood Elementary School January 2001 - January 2005
Skills
Actuarial Science, Health Insurance, Pensions, Microsoft Excel, Benefits Administration, Retirement, Financial Reporting, Outlook, Lotus Notes, Process Improvement, Customer Service, Access
Education
University of Illinois at Urbana-Champaign 2005 — 2009
BS, Actuarial Science
Jacki Betz's The Benefit Practice Experience August 2015 - Present
Job Florida Retirement Sales Director for The Benefit Practice
Industry Accounting
Experience
The Benefit Practice August 2015 - Present
The Pension Studio December 2007 - July 2015
Pension Investors Corporation December 2003 - December 2007
Norwest Bank 1989 - 1992
Skills
Retirement Plan..., Qualified Retirement..., Retirement Plan..., Employee Benefits, Retirement Planning
Education
Morningside College 1980 — 1984
Bachelor of Education (B.Ed.), Music Teacher Education
The Benefit Practice August 2015 - Present
The Pension Studio December 2007 - July 2015
Pension Investors Corporation December 2003 - December 2007
Norwest Bank 1989 - 1992
Skills
Retirement Plan..., Qualified Retirement..., Retirement Plan..., Employee Benefits, Retirement Planning
Education
Morningside College 1980 — 1984
Bachelor of Education (B.Ed.), Music Teacher Education
Carlos L. Carrero's The Benefit Practice Experience April 2013 - Present
Job Defined Contribution Analyst
Industry Financial Services
Experience
The Benefit Practice April 2013 - Present
Valencia Community College January 2008 - April 2013
AXA Advisors May 2012 - August 2012
First Coast Service Options, Inc. June 2011 - August 2011
United States Specialty Sports Association June 2010 - August 2010
Washington Nationals January 2010 - April 2010
University of North Florida May 2007 - December 2007
Skills
Customer Service, Event Management, Microsoft Word, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, Marketing, Social Media Marketing, Fundraising, Public Relations, Advertising, Public Speaking, Inventory Management, Photoshop, Social Media, Sports, New Business Development, Sports Marketing, Finance, Series 6, 2-15 Insurance License
Education
University of Central Florida 2004 — 2010
Bachelor's, General Management
University of Central Florida - College of Business Administration 2004 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Benefit Practice April 2013 - Present
Valencia Community College January 2008 - April 2013
AXA Advisors May 2012 - August 2012
First Coast Service Options, Inc. June 2011 - August 2011
United States Specialty Sports Association June 2010 - August 2010
Washington Nationals January 2010 - April 2010
University of North Florida May 2007 - December 2007
Skills
Customer Service, Event Management, Microsoft Word, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, Marketing, Social Media Marketing, Fundraising, Public Relations, Advertising, Public Speaking, Inventory Management, Photoshop, Social Media, Sports, New Business Development, Sports Marketing, Finance, Series 6, 2-15 Insurance License
Education
University of Central Florida 2004 — 2010
Bachelor's, General Management
University of Central Florida - College of Business Administration 2004 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Stanley Tannenbaum's The Benefit Practice Experience March 2007 - Present
Job Senior Consulting Actuary at The Benefit Practice
Industry Management Consulting
Experience
The Benefit Practice March 2007 - Present
Skills
Insurance, Pension Funds, Profit Sharing, ALM, Economic Capital, Retirement Planning, Solvency II, Microsoft Excel, Data Analysis, Investments, Statistics, Due Diligence
Education
University of Michigan
Master of Arts (M.A.), Actuarial Science
The Benefit Practice March 2007 - Present
Skills
Insurance, Pension Funds, Profit Sharing, ALM, Economic Capital, Retirement Planning, Solvency II, Microsoft Excel, Data Analysis, Investments, Statistics, Due Diligence
Education
University of Michigan
Master of Arts (M.A.), Actuarial Science