Verisight, Inc
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Verisight, Inc Employees
Verisight, Inc August 2014 - Present
Sprint September 2011 - April 2014
John L. Sullivan Chevrolet September 2009 - November 2011
Skills
Customer Retention, Long-term Customer..., Account Management, Clerical Skills, Microsoft Office, Office Management, Customer Oriented, Customer Satisfaction, Technical Support, Member Relations, Customer Experience, Customer Service, Mobile Devices
Education
American River College
Highlands Highschool
Verisight, Inc May 2015 - August 2015
Diablo Valley College September 2014 - December 2014
Adventure Unlimited June 2012 - August 2012
ComidaMed 2009 - 2011
Skills
Research, Microsoft Excel, Team-oriented, German, Marketing, Personal Stock..., Inductive Reasoning, Dedication to work, Auto Manufacturers -..., Financial Statement..., Teamwork, Investment Management, Financial Analysis, Financial Accounting, Due Diligence, Time Management
Education
California State University-East Bay 2015 — 2017
Bachelor of Science in Business Administration, Finance
Diablo Valley College 2012 — 2015
Associate's degree, Business Administration, GPA 3.8
The Principia Upper school 2008 — 2012
High School Diploma
Verisight, Inc October 2011 - Present
Bay Area Credit May 2009 - September 2011
Carl Zeiss Meditec September 2007 - May 2009
AT&T February 1997 - February 2007
Skills
Accounts Receivable, Invoicing, Account Reconciliation, Accounting, Spreadsheets, Customer Service, Data Entry, 10 Key, Outlook, Microsoft Office, General Ledger, Microsoft Excel, Microsoft Word, NetSuite, Open Air, Peachtree, Access, Retirement
Education
Las Positas College 1992 — 1994
Amador Valley High School 1988 — 1992
High School Diploma
Verisight, Inc February 2015 - Present
Northern Trust 2011 - February 2015
First American Bank November 2010 - November 2011
Lincoln Financial Group 2006 - 2010
Lincoln Financial Group 2002 - 2006
Lincoln Financial Group 2001 - 2002
Skills
Investments, Retirement Planning, Mutual Funds, Financial Reporting, Defined Contribution, 401k, Retirement, Financial Services, Project Management, Finance, Analysis, Employee Benefits
Education
Northern Illinois University 1996 — 2000
Bachelors, Management and Minor in Economics
Verisight Group, Inc. August 2007 - Present
Verisight, Inc August 2007 - August 2013
Skills
Daily Operations, 401k, Qualified Retirement..., Retirement Savings, Retirement Benefits, Office Administration, Benefits Administration, Administrative Work, Customer Service, Peer Education, Payroll, Training
Education
Samuel Merritt College 2015 — 2015
Bachelor's Degree, Registered Nursing/Registered Nurse
Monterey Peninsula College 2013 — 2014
Sacramento City College 2012 — 2013
Folsom Lake College 2011 — 2012
University of California, Santa Cruz 2003 — 2007
Bachelor of Arts (BA), Anthropology
OneAmerica August 2015 - Present
MVP Plan Administrators, Inc. May 2014 - March 2015
Verisight, Inc July 2012 - February 2014
Access Retirement Services, LLC January 2011 - July 2012
MidAmerica Administrative & Retirement Solutions June 2008 - May 2010
Wachovia National Bank April 2006 - June 2008
Skills
Employee Benefits, Retirement, Customer Service, 401k, Account Reconciliation, Benefits Administration, Risk Management, Relationship Management, Deferred Compensation, Financial Services, ERISA, Lotus Notes, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Spreadsheets, Call Centers, Time Management, Pensions, Access, Training, Defined Benefit, Administration, Form 5500 preparation, SRT, CRM, Mutual Funds
Education
Walden University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administrations, Project Management
ICM School of Business 1998 — 2000
Associate's degree, Computer Management
Strayer University-North Carolina
Bachelor of Science (B.S.), Business Administration and Management, General
Verisight, Inc February 2015 - Present
Delta Dental Federal Services January 2013 - February 2015
The Active Network April 2013 - October 2013
Health Net Federal Services May 2010 - June 2012
Gap Inc. September 2009 - December 2009
Sprint Nextel Corp. July 2005 - September 2009
Skills
Microsoft Office, NGOs, Strategic Planning, Public Speaking, Proposal Writing
Education
Columbia Southern University 2015 — 2017
Bachelor of Business Administration (BBA), Business Administration and Management, General
Natomas High School 1994 — 1998
High SchoolDiploma, General Education
Towers Watson January 2013 - Present
Verisight, Inc. August 2011 - January 2013
RSM McGladrey Employer Services January 2011 - July 2011
Aon Risk Services August 2010 - January 2011
Hands On Technology Inc. May 2009 - January 2011
2008 Insurance Noodle, Inc May 2005 - August 2008
Skills
Actuarial Science, Pensions, Defined Benefit, Pension Administration, Insurance, Valuation, ERISA, Retirement Plan..., Risk Management, Defined Contribution, 401k, Employee Benefits, Retirement, Financial Services, Actuarial Consulting, Benefits Administration, Retirement Planning
Education
Elmhurst College 2008 — 2010
Bachelors of Science, Mathematics
Verisight, Inc September 2012 - Present
EmailDirect.com June 2006 - January 2007
ADP July 2003 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing
Education
MTI College 2001 — 2003
Website development, Micro Computer Operations
Verisight, Inc September 2015 - Present
Principal Financial Group February 2011 - August 2015
The Vanguard Group September 2010 - January 2011
Northern Arizona University Challenge Course May 2008 - January 2010
Retail Sales September 1997 - December 2004
Skills
Leadership, Employee Benefits, Team Building, Finance, ESOP, Financial Analysis, Mutual Funds, Repurchase Liability, Investments, Public Speaking, Portfolio Management, Customer Service, Marketing
Education
Northern Arizona University 2007 — 2010
BSBA, Majors: Business Economics & Finance; Minor: Psychology, Cum Laude
Phoenix College 2005 — 2007
ABA, General Business Studies, Highest Distinction
Arcadia High 1994 — 1997
Principal Financial Group December 2013 - Present
Verisight, Inc September 2009 - December 2013
Principal Financial Group February 2005 - June 2009
Skills
Retirement, Defined Benefit, Retirement Plan..., 401k, Pensions, Retirement Planning, Qualified Retirement..., Non-Qualified Deferred..., Financial Services, Employee Benefits
Education
University of Northern Iowa 1999 — 2004
Bachelor of Arts, Education, Spanish
Invisor Solutions June 2015 - Present
Verisight, Inc November 2014 - May 2015
Charles Schwab December 2008 - November 2014
The Standard July 2004 - November 2008
Morgan Stanley Dean Witter January 1999 - September 2000
Van Kampen Funds July 1987 - December 1998
Skills
Financial Services, Employee Benefits, Leadership, Defined Contribution, Benefits Administration, Project Management, Account Management, Qualified Retirement..., Salesforce.com, 401k, Profit Sharing, Training, Retirement Plan..., Retirement Plan..., Relationship Management, Process Improvement, Retirement Benefits, Finance, Pension Administration, Alternative Investments, Retirement, Retirement Planning, Employee Training, ERISA, Develop Operating..., Employee Engagement, Customer Engagement, Engagement Management, Employee Management, Employee Recognition, Employee Relations, Accurate Record Keeping, AIF, PPC, Hands-on Training, Legal Compliance, Compliance, Building Relationships, Manage Client..., Business Relationship..., Plant Design, Mutual Funds, Independent TPA, Independent Thinking, Work Well Independently, Ethical Leadership, Ownership, People Development, Inspiring People, Exceptional People...
Education
Texas State University-San Marcos 1983 — 1986
BS, Consumer Science
Concordia University 1980 — 1981
Bachelor of Science (B.S.), Family and Consumer Sciences/Home Economics Teacher Education
Verisight, Inc May 2013 - Present
Illinois Air National Guard June 2014 - Present
Illinois Air National Guard June 2009 - May 2014
Loyola University Chicago February 2012 - May 2013
Loyola University Chicago January 2010 - December 2012
United States Air Force June 2005 - May 2009
Skills
Human Resources, HRIS, Employee Relations, Management, Recruiting, Networking, Interviews, compensation, Onboarding, Talent Acquisition, Applicant Tracking..., Employee Benefits, Benefits Administration, PeopleSoft, Performance Management, Personnel Management, Compensation
Education
Loyola University of Chicago 2010 — 2012
Bachelor's, Human Resources and Management
Community College of the Air Force 2005 — 2009
Associate in Applied Science Weather Technology, Meteorology
Verisight, Inc December 2014 - Present
Verisight, Inc September 2013 - Present
Verisight, Inc December 2012 - September 2013
Verisight, Inc September 2012 - December 2012
Reznick Group January 2011 - March 2012
Walmart June 2004 - June 2006
Skills
Accounting, GAAP, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, US GAAP, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, PowerPoint, External Audit, Financial Audits, 10 Key, Data Entry, Customer Service, HUD audits, Accounts Payable, Account Reconciliation, Finance, Accounts Receivable, Payroll, General Ledger, Financial Statements, Analysis, Assurance, Teamwork, Investments, Asset Management, Tax, CPA, Tax Accounting
Education
American River College 2013 — 2013
Welding
California State University-Sacramento 2008 — 2010
Business Administration, Accountancy
Sierra College 2006 — 2008
Accounting and Business/Management
Verisight, Inc October 2012 - Present
Verisight, Inc February 2010 - October 2012
UC Berkeley February 2006 - May 2009
Skills
Microsoft Excel, Investments, Accounting, Outlook, Financial Services, Microsoft Office
Education
University of California, Berkeley 2005 — 2009
Bachelor of Arts (BA), Geography and Sociology Double Major, 3.57 GPA
Verisight, Inc July 2013 - Present
Corner Church in Uptown January 2011 - October 2014
Office Team January 2012 - July 2013
Church in Uptown December 2011 - September 2012
Jeane Thorne Inc. January 2012 - January 2012
Beat Coffee Writers November 2011 - January 2012
Humera October 2011 - January 2012
n/a December 2010 - November 2011
eXtreme Loyalty Marketing July 2011 - October 2011
HDG Mansur February 2006 - September 2010
Skills
Public Speaking, Leadership, Event Management, Data Entry, Administrative..., Outlook, Customer Service, Office Management, Event Planning, Recruiting, Public Relations, Sales, Newsletters, Tax Preparation, Proofreading, Organization, CRM, Christian Ministry
Education
Moody Bible Institute 1994 — 1998
B.A., Urban Ministry, emphasis on street youth
St. Louis Park Senior High 1990 — 1994
diploma
Verisight, Inc April 2015 - Present
Brown Mackie College September 2013 - April 2015
Brown Mackie College June 2009 - August 2013
American InterContinental University November 2007 - May 2009
Skills
Recruiting, Higher Education, Social Networking, Training, Career Counseling, Human Resources, Interviews, Higher Education..., Admissions, Resume Writing, Career Development, Public Speaking, Staff Development, Customer Service
Education
Eastern Illinois University 2002 — 2003
Masters of Arts, Speech Communication and Rhetoric
Eastern Illinois University
Bachelors of Arts, Speech Communication and Rhetoric
Verisight, Inc April 2014 - Present
Verisight, Inc September 2008 - April 2014
Skills
TPA, 401k, 403 b, 457 Plans, Retirement, ERISA, Pensions, QKA, Defined Contribution, Qualified Retirement..., Retirement Plan...
Education
California State University-Fresno 2002 — 2007
Bachelor of Science (BS), Finance and Business Law
ICMA-RC June 2014 - Present
Verisight, Inc July 2012 - June 2014
Verisight, Inc March 2011 - July 2012
NextStep Defined Contribution, Inc. April 2009 - March 2011
BenefitStreet April 2002 - April 2009
Invesmart, Inc. January 2000 - April 2002
Skills
401k, Pensions, Retirement, Mutual Funds, Investments, Accounting, Customer Service, Financial Advisory, Financial Services, AWD, BPMN, SQL, Crystal Reports, Financial Reporting, Retirement Plan..., Microsoft Office, Photoshop, Adobe Acrobat, Visio, 10 Key, Qualified Retirement..., Profit Sharing, Microsoft Excel, Data Analysis, Outlook, Analysis, FINRA
Education
Ohlone College 2007 — 2011
Accounting
Northwestern University July 2015 - Present
Department of Residence Life, Loyola University Chicago August 2013 - August 2015
Verisight, Inc February 2015 - June 2015
Loyola University Chicago February 2014 - May 2015
Loyola University Chicago 2011 - 2014
DICK'S Sporting Goods June 2013 - July 2013
Messina Hall, Loyola University Chicago August 2012 - May 2013
NCSA Athletic Recruiting November 2011 - February 2012
Wendy's June 2010 - July 2011
Skills
Customer Service, Problem Solving, Creative Writing, Creative Problem Solving, Creative Writer, PowerPoint, Microsoft Excel, Cash Register, Cash Receipts, Cashiers, Terminations, New Hire Paperwork, New Hire Processes, I-9 audits, Auditing, Efiling, Listening to customers, Handle Confidential..., Highly motivated..., High Level Of..., Confidential Documents, Research, Organizational..., Software Documentation, Prezi, Kronos Timekeeping, Microsoft Office, Time Management, Public Speaking, Leadership, Social Media, Teamwork, Event Planning, Leadership Development, Training, Microsoft Word
Education
Loyola University of Chicago 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Human Resource Management Double Major, Senior
Mount Notre Dame High School 2007 — 2011
Valligent March 2015 - Present
Verisight, Inc December 2014 - March 2015
Washington Suburban Sanitary Commission June 2006 - July 2014
Washington Suburban Sanitary Commission September 2004 - May 2007
Various Law Firms 1979 - 2004
Skills
Microsoft Office, Microsoft Excel, Program Management, Public Relations, Social Networking, Analysis, Customer Service, Government, Strategic Planning, Management, Team Building, Policy, Process Improvement, Access, Technical Writing, Budgets, Leadership
Education
Mount St. Mary's University 2003 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
University of Guam 1999 — 2000
Paralegal Studies
Verisight, Inc March 2014 - Present
OneAmerica Financial Partners Inc. March 2012 - March 2014
Aon Hewitt April 2006 - October 2011
Career Education Corporation January 2005 - March 2006
Wheels, Inc. August 2003 - November 2004
21st Century Consulting, Inc February 2001 - July 2003
Skills
Employee Benefits, ERISA, Policy, Auditing, Data Analysis, Retirement, Mutual Funds, Defined Benefit, 401k, Retirement Planning, Benefits Administration, Government, QKA, QPA, ADP/ACP Testing and..., Contribution..., Reconciliation of Trust..., Form 5500 Preparation, Annual Audit Management, Evaluation of sponsor...
Education
University of Phoenix 2009 — 2011
Master, Business Administration
Lewis University
Bachelors of Science, Aviation / Business Administration
Verisight, Inc September 2013 - Present
Jewel Food Stores June 2013 - Present
Jacobson Companies June 2012 - August 2013
Hertz Local Edition May 2011 - June 2012
Skills
Customer Service, Management, Time Management, Customer Satisfaction, Inventory Management, Retail, Cashiering, Sales, Data Entry, Outlook, Merchandising, PowerPoint
Education
Illinois State University 2009 — 2011
Bachelor of Science, Business Administration
Black Hawk College 2007 — 2009
Associate of Arts, Business Transfer
Verisight, Inc July 2015 - Present
Verisight, Inc August 2013 - July 2015
Verisight, Inc August 2011 - July 2013
i.e. distribution January 2008 - July 2011
Benchmark Hospitality October 2006 - June 2007
CosmoGirl Beach House Tour July 2006 - September 2006
SFO Snowboarding January 2000 - January 2005
Skills
Marketing, Customer Service, Social Media, Microsoft Office, Sales, Management, Email Marketing, Budgets, Event Planning, Trade Shows, Advertising, General Awesomeness, Leadership, Marketing Strategy, Public Speaking, PowerPoint, Teamwork, Research, CRM, Events, Time Management, Project Planning, Strategic Planning, Social Media Marketing, Analysis, Newsletters, Outlook, Direct Sales, Recruiting, Project Management, Communication, Business Development, Strategic Communications, Internal & External..., Conference Coordination, Conference Management, Conference Production
Education
University of California, Santa Cruz 2003 — 2007
Bachelor of Arts, European History
Pershing, a BNY Mellon company August 2015 - Present
Verisight, Inc March 2014 - May 2015
ExpertPlan October 2000 - January 2014
CitiStreet March 1999 - October 2000
Merrill Lynch August 1997 - March 1999
Skills
401k, Retirement, Mutual Funds, Defined Benefit, Pensions, Retirement Plan..., Investments, Profit Sharing, Alternative Investments, Series 6, Retirement Planning
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2013
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
B.A. Communications
University of Cincinnati
East Brunswick
Verisight, Inc March 2008 - Present
Skills
Employee Benefits, Retirement, Financial Services, Mutual Funds, Access
Education
California State University-Sacramento 2001 — 2006
Bachelor of Arts (BA), English/Language Arts Teacher Education and Film
San Diego State University-California State University
Verisight, Inc February 2014 - Present
Brown Mackie College April 2012 - Present
Chick-fil-A May 2011 - March 2014
AKM July 2005 - December 2006
Skills
Management Consulting, Business Strategy, Business Process..., Business Transformation, Change Management, Strategy, Business Analysis, Program Management, Organizational Design, Business Planning, Strategic Planning, Financial Modeling, Project Management, Organizational..., Process Improvement, Public Speaking, Microsoft Excel, Management, Leadership Development, Leadership, Customer Service
Education
St. Ambrose University 2009 — 2012
MBA, Business Administration
Western Illinois University 2006 — 2008
BB, Management, Finance
Thomson Reuters March 2015 - Present
General Mills April 2012 - March 2015
Verisight, Inc June 2011 - April 2012
Lawson Software November 2010 - June 2011
HealthPartners May 2010 - November 2010
Skills
Executive Compensation, Broadbased Compensation, Incentive Programs, Statistical Data..., Competitive Analysis, Microsoft Excel, Certified Compensation..., Global Human Resources..., Job Evaluation, Executive Pay, Project Coordination, HR Policies, Onboarding, Employee Relations
Education
University of Minnesota - Carlson School of Management 2009 — 2011
M.A., HRIR
University of Minnesota - Twin Cities 2012 — 2012
Certificate, Project Management
Augsburg College 2006 — 2009
Bachelor of Arts, Economics and Accounting
Verisight, Inc June 2015 - Present
Birkenstock Midtown March 2014 - June 2015
Langcon English Institute February 2013 - March 2014
Mathematics Tutoring 2004 - 2014
San Juan Unified School District January 2012 - February 2013
The University Union at Sac State August 2010 - January 2013
Alameda County Fair 2008 - 2008
Creative Classroom 2003 - 2008
Skills
Teaching, Microsoft Office, Mathematics, Language Teaching, Classroom Management, Problem Solving, Editing, Microsoft Word, Computer Hardware, Computers, Python, Social Networking
Education
California State University-Sacramento 2012 — 2013
Teaching Credential- Secondary School, Mathematics
California State University-Sacramento 2006 — 2012
Bachelor of Arts (BA), Mathematics
Verisight, Inc September 2013 - Present
Verisight, Inc August 2006 - September 2013
Skills
401k, Retirement Planning, Retirement, Project Planning, Employee Benefits, Account Management, Payroll Services, Compliance, Client Relations Skills, Customer Service, Business Analysis, Account Reconciliation, Benefits Administration, Mutual Funds
Education
California State University-Fresno 2003 — 2006
Bachelor's degree, Finance, General
Reedley College 2001 — 2003
Associate of Arts (AA), General Studies
Verisight, Inc September 2012 - Present
Self Employed January 2005 - Present
Northwestern Mutual June 2005 - October 2005
AgVenture Seed Company July 2003 - May 2005
AgReliant Genetics LLC. July 1995 - June 2003
Farmers Hybrid Companies April 1986 - June 1995
Independant Farm Operator January 1975 - December 1986
Skills
Customer Service..., Sales Management, Microsoft Office, Problem Solving, Strategic Planning, Coaching, Strategic Partnerships, Public Speaking, Leadership, Critical Thinking, Financial Analysis, Business Planning, Forecasting, Team Building, New Business Development, Agribusiness, Teaching, Data Analysis, Risk Management, Investments, Agriculture, Teamwork, Customer Service, Management, Sales, Strategy, Analysis, Marketing Strategy, Employee Benefits, Business Strategy, Financial Services, Budgets, Consulting, Microsoft Excel, CRM, Mutual Funds, Retirement Planning, 401k, Insurance, Business Development, Finance, Retirement, Negotiation, Process Improvement
Education
Western Illinois University 2006 — 2011
MBA, International Finance & Management, GPA 3.928 on a 4.0 scale for 60 credit hours
University of Missouri-Columbia 1981 — 1986
Bachelor of Animal Science, Animal Science and Agronomy
Schlesinger Associates June 2013 - Present
Madison School District December 2012 - August 2013
Verisight, Inc. July 2011 - October 2012
RSM McGladrey, Inc. October 2005 - July 2011
American Express January 2005 - October 2005
Skills
Customer Service, Receptionist Duties, Microsoft Office, Interpersonal Skill, Lotus Notes, Database Admin, Phlebotomy, Patient Care Technician, Cpr Certified, First Aid Certified, Administrative..., Relius Administration, Benefits Administration
Education
Gateway Community College 2007 — 2008
Patient Care Technician, Practical Nursing, Vocational Nursing and Nursing Assistants
camelback High School
Kidder Benefits Consultants, Inc. June 2015 - Present
Freelance writer July 2014 - Present
Verisight, Inc August 2011 - June 2015
McGladrey February 2003 - August 2011
Kidder Benefits 2000 - 2003
Roth & Company, P.C. 1997 - 2000
Skills
ESOP, Employee Benefits, 401k, Financial Advisory, Retirement, Tax, CPA, Management, ERISA, Pensions, Public Speaking, Consulting, Accounting, Financial Analysis, Benefits Administration, Creative Writing, Blogging, Retirement Planning
Education
University of Iowa 1996 — 1999
MBA, Finance
University of Northern Iowa 1988 — 1992
BA, Accounting
Verisight, Inc September 2015 - Present
Healthtrax Fitness & Wellness January 2012 - Present
Blue Ridge ESOP Associates July 2014 - September 2015
Blue Ridge ESOP Associates October 2006 - July 2014
Angell Pension Group October 1997 - October 2006
Skills
401k, Retirement, Employee Benefits, Strategic Planning, Microsoft Office, Training, ESOP, Pensions, Team Building, Leadership, Public Speaking, Customer Service, Microsoft Excel, Defined Benefit, Microsoft Word
Education
University of Massachusetts Dartmouth
Bachelor Science, Chemistry, 2012
Towers Watson September 2013 - Present
Verisight, Inc July 2002 - September 2013
Pension Specialists, Inc. January 1992 - July 2002
Pension Specialists, Inc. January 1991 - January 1992
Dean Witter Reynolds 1985 - 1988
Skills
Team Management, Conversions, Group Presentations, Retirement Planning, 401k, Retirement, ERISA, Pensions, Benefits Administration, Recruiting, Customer Service, Microsoft Excel, Microsoft Office, Payroll, Investment Advisory, Mutual Funds
Education
University of California, Berkeley 1982 — 1985
Bachelor of Arts, Psychology
San Francisco State University 1981 — 1982
Wellmark Blue Cross and Blue Shield June 2013 - Present
Contractor February 2013 - June 2013
Verisight, Inc July 2011 - January 2013
McGladrey October 2008 - July 2011
Nelson Family of Companies May 2007 - October 2008
YRCI August 2006 - May 2007
Robert Half International July 2004 - February 2006
Skills
Social Media Marketing, Compensation Structure..., Compensation Structures, Recruiting, Recruitment Training, Compensation & Benefit, Human Resources, Executive Search, Temporary Placement, Interviews, Sourcing, Contract Recruitment, Training, Deferred Compensation, Compensation & Benefits, Job Descriptions
Education
AIB College of Business 2000 — 2002
Associate's degree, Business, Management, Marketing, and Related Support Services
Verisight, Inc July 2014 - Present
Glenview State Bank March 2012 - July 2014
Hunter Benefits Consulting Group, Inc. August 2011 - March 2012
Accurate Benefits Inc. September 2009 - March 2012
Think London September 2008 - December 2008
Skills
Market Research, International Business, Pension Administration, Pensions, 401k, Profit Sharing, Defined Benefit, Strategic Planning, Microsoft Excel, Retirement, New Business Development, ERISA, Retirement Planning, Business Planning, Negotiation, Business Strategy, Economics, Microsoft Office, Management, Leadership
Education
University of Wisconsin-Whitewater 2006 — 2010
BBA, Business & History (Minor), Cum Laude
Jönköping University 2009 — 2009
Study Abroad Spring, Business-International Entrepreneurship
University of Westminster 2008 — 2008
Study Abroad, Business
Verisight, Inc July 2014 - Present
Verisight, Inc July 2013 - July 2014
bpb architectural, inc. October 2012 - June 2013
Spectra Energy 2010 - 2012
International Mission Board February 2008 - February 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, PeopleSoft, Lotus Notes, Administrative..., Spreadsheets, QuickBooks, Microsoft CRM, Administrative..., Microsoft Access, SAP, Maximo, PowerPlant, SharePoint, Workspeed, MarketPay, Access, Event Planning
Education
Eastern Illinois University 2005 — 2007
Bachelor of Arts (B.A.), Psychology
Illinois Eastern Community Colleges-Lincoln Trail College 2002 — 2005
Associate of Science (A.S.), General
Verisight, Inc December 2004 - Present
Skills
Pension Administration, Pensions, Retirement, Retirement Plan..., Actuarial Consulting, Retirement Planning, Employee Benefits, Defined Benefit, Defined Contribution, Financial Services, Asset Allocation, Qualified Retirement...
Education
Ball State University 1980 — 1984
Bachelor of Science (BS), Actuarial Science
Xerox HR Solutions May 2014 - Present
Verisight, Inc April 2011 - July 2013
TD Bank October 2009 - May 2011
Financial Engines March 2000 - December 2008
Scudder Investments 1995 - March 2000
Skills
401k, Compliance, Consultative Selling, Mutual Funds, Investments, Selling, Sales, Series 7, Portfolio Management, Securities, Strategic Financial..., Alternative Investments, Credit, Equities, Wealth Management, ETFs, Negotiation, Employee Benefits, Retirement Planning, Investment Strategies, Hedge Funds, Defined Benefit, Fixed Income, Sales Process, Financial Services, Fixed Annuities, FINRA, Asset Management, Investment Management, Asset Allocation, Pensions, Investment Advisory, Series 63, Business Development, Relationship Management, Start-ups, Financial Advisory, Series 24, Series 6, Retirement, Financial Planning
Education
Saint Lawrence University 1984 — 1987
Bachelor of Science
Bronxville High School 1979 — 1983
Verisight, Inc June 2015 - Present
The Newport Group December 2012 - November 2014
Gold & More January 2011 - August 2012
Apex Insurance Managers January 2008 - February 2009
Huntington Learning Center July 2007 - June 2008
Skills
Actuarial Science, Microsoft Office, Microsoft Excel, Statistics, Managerial Skills, Customer Service, Organization, Analysis, Microsoft Word, Microsoft Access, PowerPoint, QuickBooks, Visual Basic, Mathematics, Statistical Data..., Actuarial Exams, Analytical Skills, Strategic Communications, Statistical Modeling, Data Analysis, Close Attention to..., Priority Management, Positive Team Player, Leadership, Critical Thinking, Insurance, Communication, Management, Data Entry, Quantitative, Team Leadership, Interpersonal Skill, Oral & Written..., Problem Solving, Judgment, self motivated, Adaptability, ProVal, FT Williams
Education
University of Illinois at Chicago 2002 — 2007
Bachelor of Science (BS), Mathematics
Farmer & Betts August 2013 - Present
Verisight, Inc August 2011 - June 2013
RSM McGladrey June 2008 - July 2011
The Benefits Consulting Group, Inc. June 2007 - June 2008
Oberweis Dairy May 2006 - August 2006
Skills
Actuarial Science, Pension Administration, ProVal, Defined Benefit, Qualified Retirement..., Defined Contribution, FASB, Form 5500 preparation, 401k, Cash Balance, Retirement Benefits, Retirement Plan..., Actuarial Consulting, Profit Sharing, ERISA
Education
University of Illinois at Urbana-Champaign 2003 — 2007
B.S., Actuarial Science
Leaders in Retirement Benefit Consulting Greater Chicago Area 2012 - Present
Verisight, Inc August 2011 - October 2012
McGladrey January 2005 - August 2011
American Express Tax and Business Services January 1999 - December 2004
Altschuler Melvoin & Glasser, LLP January 1994 - December 1998
Engler Zoghlin Mann, Ltd. March 1988 - December 1994
Skills
Pensions, 401k, Profit Sharing, Retirement Plan Design, ERISA, Compliance, Qualified Retirement..., Qualified Plan..., Pension Administration, Retirement Plan..., Retirement Plan Record..., Enrolled Retirement..., Qualified Plan..., Account Management, Relationship Management, Team Management, Multi-site Team..., Daily Value Record..., Toastmasters, Plan Compliance, Retirement Planning, Employee Benefits, Retirement, Financial Services, Process Improvement, Business Planning, Actuarial Science, Payroll
Education
Illinois State University 1983 — 1987
Bachelor of Science (B.S.), Mathematics and Economics
Verisight, Inc July 2013 - Present
Deloitte November 2012 - July 2013
Bankrate Insurance January 2012 - June 2012
Insweb Corp (Acquired by BankRate in Dec 2011) April 2007 - December 2011
Insweb February 2005 - March 2007
Insweb April 2003 - January 2005
Insweb Corp March 2001 - March 2003
InsWeb Corp June 1999 - February 2001
Skills
.NET, ASP.NET, OOP, COM, Optimization, Product Development, Project Portfolio..., Visual C++, Visual C#, Ruby on Rails, JSONP, JSON-RPC, EC2, Web Services, jQuery, jQuery Mobile, Mobile Applications, Agile Methodologies, XML, Microsoft SQL Server, Software Project..., C++, Software Development, SEO, SDLC, JavaScript, SOA, Web Applications, Scrum, SaaS, Integration, MySQL, WCF, Java, SOAP, Cloud Computing, HTML 5, PHP, Agile Project Management, MVC, Oracle, AJAX, C#, Enterprise Architecture, REST, Databases, Database Design
Education
Wayne State University 1998 — 1999
MS, Soft Engineering
Sardar Patel University 1992 — 1996
BS, Civil Engg
DPS- Ghaziabad 1988 — 1992
High School, Science
Verisight, Inc. March 2014 - Present
Jerry and Susan Stoefen Farm January 2001 - Present
Black Hawk College November 2013 - March 2014
Verisight, Inc March 2012 - November 2013
Carleton Life Support Systems November 2007 - January 2012
Hill & Valley, Inc. January 1999 - November 2007
The HON Company February 1989 - January 1999
Skills
Lean Manufacturing, General Ledger, Financial Accounting, Management, Project Management, Job Costing, Payroll, Human Resources, Supervisory Skills, Benefits Administration, Small Business, Cost Accounting, Accounting, Employee Benefits, Process Improvement
Education
St. Ambrose University 1986 — 1989
Bachelor of Arts (B.A.), Accounting
Scott Community College 1983 — 1986
Associate of Arts (A.A.), Business Administration and Management, General
North Scott Community Schools
St.Mary's Parish Annapolis August 2015 - Present
Verisight, Inc April 2011 - August 2015
Todays Office Professionals June 2010 - March 2011
The Mergis Group February 2010 - September 2010
Hilton Rockville September 2007 - February 2010
Holiday Inn September 2005 - September 2007
Martin's Inc August 2004 - September 2005
Mary Kraft & Associates, Inc June 2004 - August 2004
Bethesda Urban Partnership June 2003 - May 2004
Skills
Temporary Placement, Marketing, Customer Service, Human Resources, Event Planning, Outlook, Sales, Event Management, Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Recruiting, Sales Management, Editing, Cold Calling, Employee Relations, Onboarding, Applicant Tracking..., Talent Acquisition, College Recruiting, PeopleSoft, Salesforce.com, Relius Administration, Office Management, Benefit Plan..., General Administrative..., Administrative Office..., Training, Benefits Administration, Administration
Education
University of Maryland College Park 2002 — 2004
BA, Communications
Intel Corporation June 2013 - Present
Verisight, Inc August 2010 - March 2013
Verisight, Inc August 2008 - August 2010
UC Davis Health System July 2005 - July 2006
Skills
Relationship Management, QKA, Microsoft Excel, Account Management, 401k, Retirement Benefits, Qualified Retirement..., Leadership, Compliance, Office Administration, Financial Accounting, Customer Service, Microsoft Word, Peer Education, Relius Administration, DST, AWD, Datair
Education
University of Nevada-Las Vegas 2003 — 2004
Bachelor of Arts (B.A.), Political Science
Verisight, Inc August 2013 - Present
Milliman/Lawrence Johnson & Associates October 2004 - May 2013
U.C. Berkeley, Institute of Governmental Studies August 2002 - June 2006
Gallup September 2003 - August 2004
Stanford University September 1999 - June 2002
Skills
Access, Analysis, Microsoft Excel, Data Analysis, Process Improvement, Project Management, Microsoft Office, Business Analysis, Research, HTML, Risk Management, Outlook, Pension Administration, Pensions, Programming, Crystal Reports, Lotus Notes, Microsoft SQL Server, SQL, Analytics, SDLC, Vendor Management
Education
University of California, Berkeley 1992 — 1999
Ph.D., History
U.C. Berkeley 1989 — 1991
B.A., History & Political Science
Huntington Beach High School 1985 — 1989
Diploma
Level 3 Communications July 2013 - Present
Verisight, Inc August 2012 - June 2013
The Cygnal Group, Inc. May 2010 - August 2012
Towers Watson July 2000 - May 2010
RR Donnelley July 1995 - July 1998
Kraft Foods Group January 1993 - July 1995
Skills
Compensation, Management Consulting, Sales Incentive Design, Sales Compensation, Organizational Design, Acquisition Integration, Talent Management, Benchmarking, Organizational..., Performance Management, Change Management, Mergers, Strategy, Employee Engagement, HR Consulting, Business Process..., Incentive Programs, Deferred Compensation, Human Resources, Consulting, Compensation & Benefit, Management, Incentives, Leadership, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Strategy and Organizational Management
Purdue University 1988 — 1992
BSIE, Industrial Engineering, Psychology
Colegio Sagrados Corazones 1985 — 1988
Verisight, Inc June 2012 - Present
Lincoln Trust Company August 2010 - 2012
Northwestern Mutual April 2008 - July 2010
Great-West Retirement Services/FASCore, LLC. April 2005 - April 2008
Fire and Police Pension Association of Colorado 2001 - 2005
Skills
Financial Services, Pensions, Recruiting, Employee Benefits, Investment Advisory, Risk Management, Banking, Equities, Financial Advisory, Strategic Financial..., Portfolio Management, Finance, Investment Management, Investment Strategies, Defined Benefit, Business Planning, Financial Analysis, Qualified Retirement..., Defined Contribution, 401k, Retirement, Management, Investments, Mutual Funds, Financial Planning, Strategic Planning
Education
University of Colorado at Boulder - Leeds School of Business 1996 — 2000
BSBA, Finance
Verisight, Inc March 2015 - Present
Aon Hewitt June 2014 - March 2015
Lutheran Child and Family Services of Illinois May 2012 - December 2012
Nan McKay and Associates January 2011 - January 2012
Metropolitan Family Services December 2009 - December 2010
Bonded Collection Corporation May 2007 - August 2009
Skills
Community Outreach, Outlook, Sales, Microsoft Office, E-Learning, Social Media, Marketing, Microsoft Excel, Customer Service, Customer Satisfaction, Public Relations, Strategic Planning, Salesforce.com, Team Leadership, Copy Editing, Project Management, Negotiation, Marketing Communications, Troubleshooting, Windows, Strategic Partnerships, Teaching, Research, Data Entry, Access, Administration, Case Management, Fundraising, Leadership, Nonprofits, Policy, Social Networking, Training, SharePoint
Education
University of Phoenix 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Human Services & Management
Malcolm X College 2004 — 2006
Associate of Arts (A.A.), Elementary Education and Teaching
Verisight, Inc. September 1999 - Present
Skills
401k, Microsoft Excel, Microsoft Word, Microsoft Office, Employee Benefits, Leadership, PowerPoint, Public Speaking, Retirement Planning, Research, Retirement, Budgets, Time Management, Social Media, ERISA
Education
California State University-Sacramento 1994 — 1996
Bachelor of Arts (BA), Cum Laude, Anthropology
Verisight, Inc August 2012 - Present
Verisight, Inc July 2012 - September 2014
Lowe's Home Improvement April 2009 - June 2010
Honda of Downtown Seattle August 2008 - January 2009
Lowe's Home Improvement June 2005 - May 2008
Skills
Customer Service, Microsoft Excel, PowerPoint, QuickBooks, Microsoft Word, Sales, Relius Administration, DST, Compass, Microsoft Office, Quicken, Adobe Acrobat, Adobe, Internet, Google, SnagIt, Invoicing, Project Management, Data Entry, Telephone Skills, Account Reconciliation, 401k, Spreadsheets, 10 Key, Cash Management, Cashiering, Outlook, Accounts Receivable, Pivot Tables, Retirement, SQL, Vlookup, Data Manipulation, Management
Education
University of Phoenix 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Finance, General, 3.65
Yuba City High School 1999 — 2003
High School Diploma, General Studies
Verisight, Inc. December 2012 - Present
8/7 Central July 2012 - December 2012
USAF March 2009 - June 2012
Girl Scouts of Greater Los Angeles May 2006 - November 2008
Big 5 Sporting Goods July 2007 - May 2008
Skills
Word, Excel, PowerPoint, Graphic Design, Recruiting, Photoshop, Customer Service, Data Entry, Microsoft Office, Outlook, Photography, Microsoft Excel, Microsoft Word, Process Improvement, Telephone Skills, Office Administration, Time Management
Education
Antelope Valley College 2006 — 2012
Associates, Computer Graphics
Fidelity Investments May 2015 - Present
Verisight, Inc November 2014 - April 2015
Ascensus September 2008 - November 2014
Fidelity Investments August 2006 - June 2008
Lifetouch Publishing December 2003 - August 2006
Kforce Professional Staffing November 1997 - December 2003
Gibson Greetings August 1993 - November 1997
Omnicare, Inc. October 1990 - August 1993
Skills
Applicant Tracking..., Payroll, Financial Services, Interviews, Sourcing, Employee Benefits, Screening, Staffing Services, Consulting, Training, Human Resources, Succession Planning, Recruiting, Personnel Management, Cold Calling, HR Policies, Strategy, Onboarding, Temporary Placement, Executive Search, Workforce Planning, Talent Acquisition, Process Improvement, Resume Writing, Relationship Management, Management, Performance Management, Technical Recruiting, SDLC, Sales, College Recruiting, Hiring, Networking, Benefits Administration, HRIS, Customer Service, Talent Management, Vendor Management, Contract Recruitment, CRM, Internet Recruiting, Employee Engagement, Leadership, 401k, New Hire Orientations, Screening Resumes, Building Relationships, Employee Relations, Marketing, Account Management
Education
Holy Family University 2010 — 2013
Masters in Human Resources, Human Resources
University of Cincinnati College of Business 1985 — 2000
BBA, Accounting
Senior Alternatives April 2013 - Present
Verisight, Inc August 2008 - April 2013
Destination Wealth Management August 2000 - September 2007
Skills
Investments, Strategic Planning, 401k, Customer Service, Retirement, Investment Management, Mutual Funds, Business Planning, Portfolio Management, Microsoft Excel, Asset Managment, Strategic Financial..., ERISA, PowerPoint, Microsoft Office, Accounting, Retirement Planning, Risk Management, Data Analysis, Wealth Management, Management, Business Strategy, Pensions, Operations Management, Leadership
Education
John F. Kennedy University 2007 — 2010
MBA, Strategic Management
University of Hawaii at Hilo 1994 — 1998
B.A., Anthropology
Verisight, Inc June 2015 - Present
CPS HR Consulting - As a temp thru Ultimate Staffing March 2015 - May 2015
Kleinfelder June 2004 - December 2014
Dress Barn December 2009 - October 2014
Mercury Insurance May 2007 - December 2010
Office Team February 2003 - November 2003
AT&T Mobility May 2002 - February 2003
Lowe's Home Improvement January 2002 - May 2002
Skills
Customer Service, Data Entry, Sales, Time Management, Invoicing, Filing, Telephone Skills, Call Centers, Cashiering, Microsoft Word, SharePoint, Oracle, Fashion, Craft, Administrative..., Telephone Reception, Copying, Office Administration, Microsoft Excel, Retail, 10 Key, Fax, Team-oriented, Office Equipment, Multi-line Phone, Highly detail oriented, Inventory Control, Microsoft Office, Teamwork, Cash Register, Clerical Work, Photocopier, Inventory, People Skills, File Management, Switchboard Operator, Confidentiality, Organization, Invoice Processing, Employee Training, Ten Key, Scanners, Editing, Work Well Independently, Purchase Orders, Deltek, Pdf, Office Management, Adult CPR, Training
Education
American River College
Verisight, Inc August 2015 - Present
Wendy's/Arby's Group, Inc. 2014 - 2014
Larry Transport 2013 - 2013
Skills
Management, Project Management, Leadership, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, SPSS, Microsoft Office, Social Media, Social Networking
Education
California State University, Fresno 2010 — 2015
Bachelor of Arts (BA), Economics
Kile & Co June 2015 - Present
Leachman Lumber Company June 2015 - Present
Trader Joe's September 2014 - Present
LBS - Bookbinding, On-Demand & Packaging Materials July 2012 - May 2015
Verisight, Inc August 2011 - July 2012
McGladrey April 2010 - August 2011
Leachman Lumber Company February 2003 - April 2010
Premier Credit Union March 2000 - November 2002
Skills
Microsoft Word, Outlook, Analysis, Cost Accounting, Profitability Tracking, Cost Reporting, Microsoft Excel, Microsoft Office, PowerPoint, Adobe, Continuous Improvement, Competitive Analysis, Typing, Communication Skills, Technical Writing, Report Writing, Logical Thinker, Online Research, Data Analysis, Accounts Receivable, Communication, Public Speaking
Education
AIB College of Business 2009 — 2012
Bachelor of Science (BS), Accounting
Grand View College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy
Sedgwick LLP, law practice November 2013 - July 2014
Arent Fox June 2013 - September 2013
Gordon & Rees LLP December 2012 - June 2013
Verisight, Inc March 2012 - December 2012
Littler Mendelson October 2011 - February 2012
HAART Clinic September 2007 - September 2011
UCSF Medical Center & UC Berkeley August 2005 - August 2009
Cole Valley Software August 2002 - August 2004
IT Staffing Agency August 2000 - August 2002
Lillick & Charles, LLP August 1998 - August 2000
Skills
Mac environments, Windows Server, Windows XP Professional, Microsoft Office, WordPerfect, Word, Excel, PowerPoint, Quattro Pro, Outlook, FrontPage, CMS, CRM software, Access, Data Analysis, Data Entry, Multimedia, Content Development, Web Content Management, Quicken, Quickbooks, MS Project, Project Planning, Remedy, iManage, Legal Support, Legal Documentation, Software Quality..., IT Solutions, Technical Services, Technical Documentation, Administrative Support, Desktop Support, Document Design, Troubleshooting, Software Installation, Software Training, Database Management, Network Administration, Windows, Peripherals, Usability Testing, Web Applications, Data Processing, Conversions, Printer Support, Systems Analysis, PC Anywhere, Remote Access, SharePoint
Education
University of California, Berkeley 2005 — 2009
Bachelor of Arts, Social Welfare
Verisight, Inc June 2015 - Present
Verisight, Inc November 2014 - June 2015
Starbucks April 2013 - October 2014
Quiksilver September 2009 - September 2013
Skills
Data Entry, Management, Microsoft Excel, Outlook, Customer Service, Time Management, Inventory Management, Microsoft Office, Teamwork, Sales, Merchandising, Inventory Control, Social Media, Store Management, Microsoft Word, Loss Prevention, Retail Sales
Education
Folsom Lake College 2010 — 2015
Economics
California State University-Sacramento
Economics
Verisight, Inc February 2014 - Present
Means & Associates June 2004 - February 2014
Skills
Financial Reporting, Retirement Planning, Accounting, Pensions, Retirement, Account Reconciliation, 401k, Financial Accounting, Strategic Financial..., Financial Analysis, Investments, Tax, Asset Management, Relationship Management, Asset Allocation, Financial Advisory, Investment Advisory, Microsoft Office, Life Insurance, Microsoft Excel, Microsoft Word, Employee Benefits
Education
University of San Diego 2000 — 2004
Bachelor of Accountancy, Accounting
OutSolve - Effective Affirmative Action August 2015 - Present
Verisight, Inc October 2014 - July 2015
A1 Flooring Inc. April 2013 - April 2014
UC Davis TAPS August 2011 - August 2012
GameStop October 2007 - November 2011
Skills
Time Management, Data Entry, Customer Service, Sales, Event Management, Microsoft Office, Retail, Microsoft Excel, Social Media, Product Management, Inventory Management, Loss Prevention, Store Management, Inventory Control, Microsoft Word, Social Networking, PowerPoint, Research, Outlook, Teamwork, Event Planning, Editing
Education
Grand Canyon University 2013 — 2015
Master's of Science, Industrial and Organizational Psychology
University of California, Davis 2009 — 2012
Bachelor's of Science, Psychology - Math Emphasis
Verisight, Inc April 2012 - November 2012
Polycomp July 2008 - March 2010
July Business Services September 2006 - May 2007
US Bank December 2005 - July 2006
US Bank April 2005 - December 2005
Axeus, Inc. April 2004 - December 2004
Skills
Retirement, Loans, Credit, Pensions, Compliance, Customer Relations, Microsoft Office, Customer Service, Excel, Analysis, Word, Account Management, Access, Risk Management, Problem Solving, Banking, Outlook, Foreign Languages, Credit Analysis, Document Review, Administration, Billing, Financial Analysis, Teamwork, Lotus Notes, Spreadsheets, 401 (k) Participant..., Retirement Plan..., 401(k) Loan..., ERISA, Hardship Distributions, Retirement Plan..., 401k, Defined Contribution, Microsoft Excel
Education
California State University-San Marcos 2001 — 2002
Bachelor of Arts (B.A.), Economics, 3.64
Saddleback College 1999 — 2001
Economics
Linköping University 1996 — 1999
French & Swedish
Certent, Inc. February 2015 - Present
Verisight, Inc August 2013 - February 2015
MH Landscaping/Pinelands Preservations March 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Employee Benefits, Microsoft Word, Management, PowerPoint, Customer Service, Public Speaking, Leadership, Outlook, Time Management, Social Media, Research, Financial Analysis, Social Networking, Teaching, Marketing, Strategic Planning
Education
California State University-Sacramento 2006 — 2012
Bachelor of Science (B.S.), Business Administration, Finance and Risk Management & Insurance
Verisight, Inc July 2015 - Present
Capital City School January 2015 - May 2015
Macy's November 2013 - January 2015
American Eagle Outfitters June 2013 - August 2013
University Catering at Sacramento State September 2010 - November 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Organization, Highly detail oriented, Multi Tasking, Event Management
Education
California State University-Sacramento 2009 — 2015
Sociology
Franklin High School 2005 — 2009
High School Diploma
Verisight, Inc May 2015 - Present
Target September 2014 - May 2015
Wheaton Academy October 2013 - May 2015
Blackmore Partners Inc. November 2013 - April 2014
Chicago Golf Club June 2004 - November 2013
Garda Cash Logistics December 2012 - August 2013
Skills
Financial Analysis, Leadership, PowerPoint, Leadership Development, Management, Microsoft Excel, Team Building, Mergers & Acquisitions, Research, Team Leadership, Microsoft Word, Customer Service, Teamwork, Social Media, Analysis, Data Analysis, Strategic Planning, Coaching, Investments, Economics, Competitive Analysis, Private Equity, Venture Capital, Business Analysis, Equity Research Analysis, Econometrics, CRM, Salesforce.com, Basketball, Strategy
Education
Covenant College 2008 — 2012
Bachelor's Degree, Economics
McGladrey LLP May 2012 - Present
Verisight Inc. August 2011 - April 2012
McGladrey October 1984 - July 2011
Skills
Employee Benefits, Tax Advisory, ERISA, Accounting
Education
The John Marshall Law School 1978 — 1981
Doctor of Law (JD)
Verisight, Inc. September 2014 - Present
GA Resource Capital February 2013 - December 2013
EDF REsource Capital June 2001 - December 2012
Fox 2 January 2000 - January 2001
Private School Industry January 1987 - January 2000
Bay Acceptance Finance Company January 1982 - January 1987
Deano Inc January 1980 - January 1982
Skills
•An effective manager..., •Excel within highly..., Successful portfolio..., Portfolio balance of..., Negotiations,..., Negotiation, Leadership, Real Estate, Small Business, Portfolio Management, Management, Budgets, Customer Service, Investments, Financial Analysis, Social Networking, Banking, Microsoft Excel, Loans, Strategic Planning, Marketing, Loan Origination, Outlook, Credit, Mortgage Lending, Loan Servicing, Time Management, Small Business Lending, Commercial Lending, Credit Analysis, Real Estate Economics, Team Building, SBA 504, Underwriting, Commercial Mortgages
Education
Post University 2014 — 2014
B.S. Business Administration, Finance and Financial Management Services
Diablo Valley College
Portfolio Management, Administration, Broadcast Arts
Shore Tompkins Actuarial Resources, LLC May 2015 - Present
Verisight, Inc November 2012 - Present
Verisight, Inc. January 2009 - November 2012
Verisight, Inc April 2005 - January 2009
GE Capital / Heller Financial 2000 - 2004
Skills
401k
Education
George Mason University 1982 — 1986
Speech Communication, Small Group and Mass Commnuications
IRI June 2015 - Present
Autism Home Support Services, Inc October 2012 - January 2013
Verisight, Inc June 2011 - December 2011
Various Contract and Volunteer Assighments 2010 - 2011
Genuine Parts Company July 2005 - August 2009
IRI March 2005 - July 2005
Bowne Business Solutions/Williams Lea 2004 - 2005
Moore Wallace/RR Donnelley 1985 - 2004
Moore North America/Moore Business Communications 1996 - 2001
Moore Business Forms 1985 - 1996
Skills
Succession Planning, Union Avoidance, Talent Management, Employee Engagement, Performance Management, Recruiting, Employee Relations, Human Resources, HRIS, Talent Acquisition, Strategic Planning, Management, HR Policies, Strategy, Training, Employee Benefits, Leadership, Change Management, Personnel Management
Education
Lake Forest Graduate School of Management 1999 — 2002
MBA, Business
Stephen F. Austin State University
B.S., Business
Bethel University June 2014 - Present
Valspar 2013 - 2013
Verisight, Inc January 2012 - March 2012
Robert Half International September 2011 - March 2012
Cassidy Turley November 2011 - January 2012
Be The Match operated by National Marrow Donor Program 2012 - 2012
Bethel University August 1999 - May 2010
District 5 Planning Council 2006 - 2007
Skills
Managerial Experience, Administrative Support, Publishing, Editing, Data Systems, Laboratory Experience, chemical manufacturing, Restaurant Management, Administrative..., Adult Education, Event Planning, Student Affairs, Management, Administrative..., Team Building, Nonprofits, Public Speaking
Education
Bethel University
MATS, Theology
Carthage College
B.A., Chemistry
Verisight, Inc February 2015 - Present
BAC -Pridestaff Financial July 2014 - November 2014
FlexToday October 2006 - July 2014
Total Benefit Services December 1996 - September 2006
Skills
401k, Flex, Employee Benefits, Microsoft Office, Leadership, Benefits Administration, Employee Relations
Education
Heald College 1994 — 1996
Associates, Accounting
Invitation Homes July 2013 - Present
Verisight, Inc March 2012 - July 2013
American Exteriors LLC November 2010 - March 2012
Keller Williams Integrity February 2009 - November 2010
D.R October 2003 - December 2008
Skills
Residential Homes, Marketing, Teamwork, Customer Service, Customer Satisfaction, Management, Process Scheduler, Team Building, Sales, Budgets, Contract Negotiation
Education
Normandale Community College 1984 — 1986
2 Plus
Misc.
Wayzata High School
Yes
Verisight, Inc December 2014 - Present
Verisight, Inc September 2014 - December 2014
Verisight, Inc October 2013 - September 2014
Verisight, Inc August 2012 - October 2013
Verisight, Inc March 2012 - August 2012
DeBoer Financial Group January 2011 - March 2012
Graystone Consulting March 2009 - May 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Outlook, Research, Teamwork, Sales, Social Media, Event Planning, Time Management, Fundraising, Mutual Funds, Market Research, Project Planning
Education
Sonoma State University 2007 — 2010
Business, Finance
Beneco February 2015 - Present
Verisight, Inc October 2004 - February 2015
Pen-Cal 2000 - 2004
Kaufmann and Goble October 1997 - March 2000
Retirement Administration, Inc. December 1992 - October 1997
USAF August 1986 - August 1990
Skills
Pensions, Retirement, 401k, Employee Benefits, Defined Benefit, Payroll, Retirement Planning, Pension Administration, Financial Services, Investments, Benefits Administration, Mutual Funds, Deferred Compensation
Education
San Jose State University 1992 — 1994
KQED October 2013 - Present
Verisight, Inc July 2009 - October 2013
Lyris Technologies June 2008 - July 2009
BenefitStreet, Inc. August 2007 - June 2008
Xoom Corporation April 2005 - August 2007
Party America, Inc. 2003 - 2005
Siebel Systems, Inc. November 1997 - December 2001
Skills
Accounting, Management, Account Reconciliation, Strategy, Analysis, Financial Reporting, Financial Analysis, Revenue Recognition, Sarbanes-Oxley Act, Financial Services, Consolidation
Education
California State University-Hayward - School of Business and Economics 1997 — 1999
Bachelor of Science (BS), Accounting
The Private Bank and Trust Company September 2013 - Present
The Retirement Advisor University at UCLA Anderson School of Management June 2010 - Present
Council of Independent Recordkeepers (CIKR) 2007 - Present
Verisight, Inc August 2011 - September 2013
De Paul Univeristy 2009 - 2012
RSM McGladrey 1991 - August 2011
Altschuler, Melvoin & Glasser LLP 1991 - 1999
Skills
Retirement, ERISA, Employee Benefits, Plan Design, 401k, Pensions, Compliance, Profit Sharing, Deferred Compensation, Business Planning, Retirement Plan..., Defined Benefit, Pension Administration, Financial Advisory, Accounting, Defined Contribution, Investments, Actuarial Science, Retirement Planning, Mergers, Asset Allocation, Mutual Funds, Executive Pay, Financial Services, Mergers & Acquisitions, Strategic Financial..., Financial Planners, Series 7, Leadership, Series 63, Investment Management, Wealth Management, Qualified Retirement..., IRAs, Securities, FINRA, Asset Management, Finance, Series 6, Investment Strategies, Fixed Annuities, Financial Planning
Education
DePaul University
Bachelor of Science (BS), Finance, General
SMU Graduate School of Banking
Verisight, Inc August 2011 - Present
MM SHRM 2008 - Present
CFO Alliance, Inc. 2011 - 2012
RSM McGladrey January 2008 - August 2011
Ima Consulting January 2000 - October 2007
Koc International Trade Group October 1997 - January 2000
Jet Program -- Japanese Ministry of Education August 1991 - September 1994
Skills
Compensation, Performance Management, Executive Compensation, Compensation Plans, Compensation Planning, Compensation..., HR Strategy, HR Consulting, Management Consulting, Leadership Development, Practice Management, Deferred Compensation, Employee Benefits, Training, Compensation & Benefit, Personnel Management, Executive Pay, Job Evaluation, Recruiting, Leadership, Executive Coaching, Human Resources, Strategy, Management
Education
1998 — 1999
MBA, Business Administration
University of Wisconsin-Madison 1986 — 1990
Bachelor of Science (B.S.), Economics
United Airlines August 2015 - Present
Verisight, Inc. January 2014 - August 2015
Verisight, Inc January 2012 - December 2013
Verisight, Inc. August 2008 - December 2011
The Family Credit Union June 2007 - August 2008
Skills
401k, Retirement, Pensions, Retirement Planning, Business Planning, Accounting, Benefits Administration, ERISA, Employee Benefits, Insurance, Investments, Customer Service, Financial Analysis, Microsoft Excel, Management
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
Masters, Business Administration
Iowa State University 2002 — 2006
Bachelor of Science, Finance
Charles Schwab July 2013 - Present
Verisight, Inc August 2011 - Present
RSM McGladrey July 2003 - August 2011
Education
Academia de Studii Economice din București 1995 — 1999
Bachelor in Accounting, Major in Financial Analysis
The Retirement Advantage March 2012 - Present
Verisight, Inc. September 2004 - March 2012
Aon Hewitt August 2000 - August 2004
Skills
Defined Benefit, Actuarial Science, 401k, Retirement, Pensions, Leadership, Retirement Planning
Education
Ball State University - College of Business 1995 — 2000
Bachelor of Science (BSc), Mathematics
Verisight, Inc. 1994 - Present
Education
Illinois State University 1973 — 1977
BA, Accounting
JMB Insurance November 2014 - Present
Verisight, Inc December 2012 - October 2014
Lockton Companies January 2011 - December 2012
Fidelity Investments 2006 - 2010
Deloitte Consulting 2005 - 2006
Watson Wyatt Worldwide 2002 - 2005
Mercer 1998 - 2002
Skills
Insurance, Employee Benefits, Health Insurance, Benefits Administration, Defined Benefit, Pensions, Health Savings Accounts, ERISA, Brokers, Retirement Planning
Education
Purdue University 1992 — 1996
Bachelor of Arts (B.A.)
Verisight August 2011 - Present
Verisight, Inc 2012 - 2014
McGladrey October 2005 - July 2011
Skills
Pensions, 401k, Defined Benefit, Retirement, Retirement Planning, Tax, Employee Benefits, Financial Reporting, Benefits Administration, Business Planning, Actuarial Science, Payroll, Risk Management, Account Reconciliation, Tax Preparation, Deferred Compensation, Relationship Management, Profit Sharing, Retirement Plan..., ERISA
Education
Arizona State University
B.S., Accounting
The PrivateBank January 2014 - Present
ADP July 2012 - January 2014
Verisight, Inc 2010 - June 2012
Fidelity Investments July 2009 - January 2010
Morningstar, Inc. January 2008 - January 2009
Fidelity Investments December 1991 - December 2007
Skills
Defined Benefit, ERISA, Retirement, Defined Contribution, Employee Benefits, 401k, Series 7, Series 63, series 6, series 66, Retirement Planning, Series 6, Investments
Education
University of Cincinnati 1986 — 1991
BA, Economics, International Affairs
Verisight Inc. April 2015 - Present
Mass Mutual May 2009 - March 2015
Fidelity Investments January 2002 - December 2007
Fidelity Investments June 1997 - December 2001
CIGNA Retirement and Investment Services 1993 - 1997
Education
The University of Connecticut School of Business 1992 — 1995
MBA
Marist College 1985 — 1989
BS
Terryville High School
Clarity in Numbers, LLC April 2014 - Present
Verisight, Inc August 2003 - April 2014
Skills
Actuarial Science, Defined Benefit, Pensions, Retirement Plan..., Pension Administration, Actuarial Consulting, Retirement, Employee Benefits, ERISA, Qualified Retirement..., Valuation, Retirement Planning, Financial Reporting, Microsoft Excel
Education
DePaul University
Bachelor of Science (B.S.), Mathematics
Illinois Institute of Technology
Behr Iron & Metal November 2010 - Present
Verisight, Inc 2006 - November 2010
Skills
Hardware, Software Installation, Switches, Customer Service, Computer Network..., Microsoft Office, Routers, Team Building, WAN, Cisco IOS, LAN-WAN, Cisco Routers
Education
Rock Valley College 2005 — 2010
AAS, Cisco Networking
University of Dubuque 1996 — 2000
BS, History, Secondary Education
Verisight, Inc August 2014 - Present
VERISIGHT, Inc. January 2014 - August 2014
Sacramento Area Sewer District (SASD) April 2010 - January 2014
Life Masters October 2007 - September 2009
Life Masters Supported SelfCare Inc October 2007 - September 2009
Skills
SSRS, SDLC, T-SQL, SQL, SSIS, Microsoft SQL Server, Databases, ETL, Data Warehousing, Solution Architecture, OLAP, Data Modeling, Database Design, Crystal Reports, Visio
Education
Jawaharlal Nehru Technological University
Bachelor of Science
Verisight, Inc February 2014 - Present
Interstate Hotels & Resorts March 2012 - February 2014
Columbia Benefits Consultants, Inc. August 2008 - March 2012
Crowe Chizek August 2007 - August 2008
Freedom One Financial Group February 2005 - August 2007
Bank One November 1998 - October 2002
Skills
Compliance, Administration, Financial Reporting, Auditing, Accounting, Customer Service, Customer Relations, Financial Analysis, Small Business, Microsoft Office, Analysis, Benefits Administration, Excel, Employee Relations, Due Diligence, Financial Management, Asset Management, Human Resources, Investments, Microsoft Excel, Retirement, Retirement Planning, Employee Benefits, Management, Pensions, 401k, Mutual Funds, Deferred Compensation
Education
Michigan State University 1990 — 1995
Bachelor of Arts, Japanese/Economics
Lansing Community College 2003 — 2003
None, Japanese Studies
Forsythe Technology, Inc. July 2015 - Present
Verisight, Inc August 2011 - July 2015
RSM McGladrey April 2005 - July 2011
Mercer HR Consulting August 1989 - March 2005
Skills
Employee Relations, HRIS, Employee Benefits, Executive Pay, Retirement Planning, Performance Management, Retirement, Change Management, Management Consulting, Employee Engagement, Defined Benefit, Survey Design, Benchmarking, Performance Benchmarking, Sales Compensation, Incentive Programs, Job Evaluation, Succession Planning, Consulting, Leadership, Organizational...
Education
Bellarmine University 1996 — 1998
MBA, Business
Northwestern University 1990 — 1994
BS, Economics
UW-LaCrosse
Verisight, Inc April 2009 - Present
Skills
401k, Retirement Planning, Pensions, Payroll, Retirement, Investments, Mutual Funds, Financial Services, Finance, Employee Benefits, ADP Payroll, Account Reconciliation, Accounting, Financial Analysis
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
Verisight, Inc. Conversion SpecialistNextStep Defined Contribution, Inc.2008 - November 2011
BenefitStreet 2006 - 2008
CBIZ Actuarial 2000 - 2006
Education
California State University-Hayward - School of Business and Economics
B.S., Accounting
Verisight, Inc March 2014 - Present
Ascensus December 2012 - March 2014
ExpertPlan June 2009 - December 2012
ADP Retirement Services May 2003 - June 2009
Kemper Zurich Scudder April 1997 - May 2003
Skills
Investments, Process Improvement, Mergers, Mentoring, Team Building, Leadership, Risk Management, Employee Benefits, Mergers & Acquisitions, Business Analysis, Mutual Funds, Retirement, Retirement Planning, Series 63, Financial Services, Series 6
Education
University of Central Missouri
Verisight, Inc March 2013 - Present
ActiFi 2012 - March 2013
Transamerica Retirement Management 2008 - January 2012
Transamerica Retirement Management 2006 - 2008
BISYS 2004 - 2006
Hartford Life 2003 - 2004
Prudential Financial 1985 - 2003
Skills
Defined Contribution, Retirement Services, Business Strategy, Process Management, Investments, Cross-functional Team..., Business Relationship..., Operations Management, Client Service, Call Center Development, Call Center, Analytics, Leading People, Quality Management, Financial Management, Vendor Management, Project Implementation, Organizational..., •Creativity, New Product..., Series 7, Series 66, Retirement Income, Process Improvement, Sales Operations, Sales Process, Executive Management, Retirement, Strategic Financial..., Call Centers, Leadership, Strategic Planning, Coaching, Retirement Planning, Relationship Management, Management, Strategy, Financial Services, Mutual Funds, Managerial Finance, Financial Planning
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1992
MBA, Finance
Colgate University 1980 — 1984
BA, Economics
Mountain Lakes High School 1976 — 1980
HS
Verisight, Inc April 2015 - Present
Verisight, Inc 2012 - April 2015
Verisight, Inc 2011 - April 2012
Verisight, Inc March 2007 - May 2011
RSM McGladrey 1998 - 2007
Skills
Pension Administration, 401k, Pensions, Employee Benefits, ERISA, Business Planning, Process Improvement, Leadership, Business Analysis, Strategic Planning, Vendor Management, Team Management, Supervisory Skills, Retirement, Mutual Funds
Education
North Park University 2000 — 2003
Organizational Management
aspiriant June 2013 - August 2013
Mosaic Financial Partners October 2012 - June 2013
Verisight, Inc August 2008 - April 2012
PensionOne Advisors November 2007 - August 2008
Milliman February 2006 - February 2007
Longs Drugs 2005 - 2006
Skills
excel, powerpoint, Outlook, Microsoft Excel, Valuation, Risk Management, Access, Accounting, Banking, Data Analysis, Account Reconciliation, Financial Reporting, Microsoft Office, Financial Modeling, Customer Service, Microsoft Word, Lotus Notes, Analysis, Process Improvement
Education
San Jose State University 2001 — 2004
Bachelors of Science, Finance
San Jose State University
BS, Finance, General
PenSys, Inc. September 2013 - Present
Verisight, Inc. August 1996 - August 2013
Skills
401k, ERISA, Defined Benefit, Retirement Planning, Defined Contribution, Pensions, Qualified Retirement..., Investment Advisory, Retirement, Employee Benefits, Mutual Funds, Retirement Plan..., Investments, Benefits Administration
Education
California State University-Sacramento
BS, Accounting
Verisight, Inc May 2012 - December 2014
Deloitte Tax LLP May 2002 - April 2012
Arthur Andersen September 1995 - May 2002
Skills
Tax, Tax Law, Income Tax, Employee Benefits, Tax Advisory, Big 4, Accounting, Due Diligence, Corporate Tax, CPA, Auditing, US GAAP, Tax Accounting, Tax Research, SEC filings
Education
DePaul University MST Program 1988 — 2002
Master's degree, Taxation
DePaul University 1983 — 1985
Bachelor's degree, Accounting
Verisight, Inc February 2015 - Present
PENSCO Trust Company October 2010 - 2012
PENSCO Trust Company October 1997 - October 2010
Westamerica Bank September 1992 - August 1997
Skills
Outlook, Data Entry, Filing, Microsoft Excel, Microsoft Word, Banking, Microsoft Office, Securities, Customer Service, Research, Investments, Alternative Investments, Retirement Planning, Real Estate, Financial Services, Accounting, Mutual Funds, Risk Management, Finance, Asset Management, Loans, Financial Analysis, Wealth Management, Portfolio Management, Mortgage Lending, Credit
Education
Solano Community College 2013 — 2015
Business/Corporate Communications
Novato High School 1976 — 1979
Verisight, Inc June 2002 - October 2014
Verisight, Inc January 2007 - January 2014
Skills
401k, Employee Benefits, Retirement, Financial Services, Pensions
Education
University of Illinois at Urbana-Champaign 1995 — 2000
Bachelor of Arts in Liberal Arts and Sciences, Economics and Accounting
Verisight, Inc January 2010 - Present
Essex National Securities, LLC 2006 - 2009
John Hancock Financial Services 2003 - 2006
Essex National Securities, LLC 1995 - 2002
Prudential Financial 1987 - 1992
Skills
Securities, Banking, Retirement, Insurance, Investments, Retirement Planning, 403 b, Strategic Planning, Customer Service, Sales, Mutual Funds, 401k, Pensions
Education
Penn State University 1983 — 1987
BS, Finance
Verisight, Inc February 2014 - Present
Franchise Tax Board February 2013 - October 2014
Financial Pacific Insurance Company January 2005 - January 2011
Associated Pension Consultants September 2002 - July 2004
Bentech, Inc. August 2000 - September 2002
Trust Consultants, Inc. June 1993 - August 2000
J.D.N. Pension Consultants November 1987 - June 1993
Skills
Medical Transcription, Insurance, Auditing, Claim, 401k, Defined Benefit, Accounting, Retirement, Defined Contribution, Liability, Microsoft Excel, Pensions, Public Speaking, Customer Service, Claims Management, Data Entry
Education
Mills College
Bachelor of Arts, Mathematics
Toledo High School
Verisight, Inc July 2011 - Present
McGladrey December 2008 - July 2011
Education
Southern Illinois University, Carbondale
Verisight, Inc October 2014 - Present
Ascensus September 2011 - October 2014
Skills
Analysis, Sales, Customer Service, Troubleshooting, Telephone Skills, Legal Compliance, Education, Employee Benefits, Risk Management, Microsoft Word
Education
Minnesota State University, Moorhead 2007 — 2009
Bachelor of Science, Business Administration; International Business
Central Lakes College 2005 — 2007
Associate of Arts, Liberal Arts
Intel Corporation September 2015 - Present
Verisight, Inc September 2014 - Present
Howard University August 2012 - May 2014
A.T. Kearney January 2014 - April 2014
Taghleef Industries August 2013 - December 2013
GABA CORPORATION July 2008 - May 2010
GABA CORPORATION July 2006 - July 2008
M.I. L. THE LANGUAGE CENTER July 2005 - July 2006
JET PROGRAM January 2004 - January 2005
Skills
Problem Solving, Public Speaking, Financial Analysis, Japanese business..., Japanese to English..., Japanese culture, Mentoring, Data Analysis, Strategic Planning, Corporate Finance, Management, Nonprofits, Fundraising, Teaching, Microsoft Excel, Financial Modeling, Time Management, Leadership, People Skills, Windows, Access, Microsoft Office
Education
Howard University 2012 — 2014
Master of Business Administration, Finance, 3.79
Pomona College 2000 — 2004
Bachelor of Arts, School of Language and Literature; Japanese Language and Literature
Doshisha University 2002 — 2003
Polycomp Administrative Services, Inc. November 2014 - Present
Verisight, Inc June 2014 - November 2014
Associated Pension Consultants July 2001 - June 2014
Skills
401k, Retirement, Microsoft Office, Pensions, Microsoft Excel, Customer Service, Benefits Administration, Administration, Compliance, Employee Benefits, Pension Administration, ERISA, Microsoft Word, Defined Benefit, Retirement Planning
Education
California State University-Chico
Business Administration/Human Resources, Human Resources Management and Services
Gregory & Appel Insurance February 2014 - Present
Verisight, Inc October 2009 - December 2013
USI Consulting Group 2007 - 2009
Skills
Actuaries, Analysis, Actuarial Science, Actuarial Consulting, Microsoft Word, Retirement Plan..., Employee Benefits
Education
Eastern Michigan University 2002 — 2006
Bachelor's Degree, Mathematics and Geology
Verisight, Inc May 2015 - Present
Fidelity Investments 2013 - Present
Fidelity Investments 2011 - 2013
Chambers Benefit Group, APC 2008 - 2011
Skills
Defined Benefit, Microsoft Excel, Microsoft Office, Risk Management, Customer Service, Microsoft Word, PowerPoint, Analysis, SQL
Education
The University of New Mexico 2006 — 2008
Bachelor's Degree, Statistics
Verisight, Inc December 2012 - Present
California Plan Services January 2008 - November 2010
Skills
401k, Defined Contribution, ERISA, Microsoft Excel, Microsoft Office
Education
UC Santa Barbara 1982 — 1986
Bachelor of Arts (B.A.), English Language and Literature, General
Granite Telecommunications April 2015 - Present
Verisight, Inc January 2015 - April 2015
Granite Telecommunications January 2009 - August 2014
LizardTech June 2005 - September 2008
Washington Mutual March 2002 - August 2005
Education
Seattle Central Community College 2004 — 2008
Associate of Arts
Savant Capital Management February 2015 - Present
Verisight, Inc July 2011 - 2015
RSM McGladrey, Inc. February 2008 - July 2011
Education
Alexandria Technical College
Associate's degree, Interior Design
Unitversity of Wisconsin Madison
Verisight, Inc 2011 - Present
McGladrey December 1992 - July 2011
Skills
Retirement Plan..., Business Management
Education
Kenyon College 1977 — 1981
BA, History
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Strategic Planning and Finance
Verisight, Inc June 2008 - Present
Dan Gamel's RV August 2003 - May 2008
Mr. Rags May 2001 - May 2003
Skills
401k, Retirement Planning, Pensions, Retirement, Pension Administration, Defined Contribution, ERISA
Education
California State University-Fresno 2002 — 2005
California State University-Fresno 2002 — 2005
Psychology
California State University-Fresno
Verisight, Inc May 2015 - Present
Verisight, Inc July 2013 - May 2015
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Relius, DST, Customer Service, American Sign Language, Microsoft Office, Process Improvement, Project Management, Team Building
Education
California State University-Sacramento 2002 — 2007
Bachelor of Science, Business Administration, 3.4 GPA
Verisight, Inc December 1992 - Present
VeriSight 1992 - Present
Skills
Pensions, Pension Administration, Accounting, Consulting
Education
The John Marshall Law School 2009 — 2014
Masters, Employee Benefits
Indiana University Bloomington 1983 — 1985
Bachelor of Science (BS), Accounting
University of Illinois at Urbana-Champaign 1981 — 1983
. April 2013 - Present
Verisight, Inc July 2012 - April 2013
Pinney Insurance Center, Inc 2009 - 2011
Polycomp Administrative Services, Inc. January 2005 - February 2007
Benetech, Inc. January 2000 - April 2001
Franklin Templeton June 1993 - January 2000
Skills
Knowledge of Agency...
Education
Golden Gate University 1996 — 1997
Master's degree, Human Resources Management/Personnel Administration, General
CSU Sacramento 1990 — 1993
Bachelor's degree, Psychology
Verisight, Inc February 2013 - Present
Aon Hewitt September 2012 - February 2013
Aon Hewitt January 2009 - August 2012
Bankers Insurance January 2008 - June 2008
Skills
Defined Benefit, Performance Management, Outsourcing, Microsoft Excel, Data Analysis, Process Improvement, Benefits Administration
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Actuarial Science
Abbott December 2014 - Present
Quinlan School of Business, Loyola University Chicago August 2013 - December 2014
Verisight, Inc May 2014 - August 2014
Marquette University August 2011 - June 2013
Navigant June 2012 - August 2012
Navigant June 2011 - August 2011
Skills
Create efficient..., Prioritize and organize..., Manage time and..., Demonstrate ability to..., Exercise good judgment..., Leadership, Organization
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2015
Master of Science in Human Resources, 3.975
Marquette University 2009 — 2013
Bachelor of Science (BS), Accounting
Verisight, Inc DirectorVerisight, Inc.1992 - 2014
McGladrey January 1992 - July 2011
Education
The John Marshall Law School 2007 — 2009
University of Northern Iowa 1984 — 1988
Bachelor of Science (B.S.), Accounting
Verisight, Inc January 2015 - Present
Pension Planning Consultants, Inc. March 2010 - December 2014
Skills
Valuation, Investments, Financial Analysis, Financial Modeling, Derivatives, Financial Risk, Fixed Income, Actuarial Science, Employee Benefits, Microsoft Excel, Defined Benefit, Retirement Planning, Project Management, Portfolio Management, Equities, Financial Planning
Education
The University of New Mexico 2003 — 2009
Bachelor of Science (B.S.), Applied Mathematics
The University of New Mexico 2003 — 2009
Bachelor of Arts (B.A.), Economics
Verisight, Inc July 2014 - Present
Hertz Local Edition October 2013 - June 2015
DBI Beverage Sacramento December 2008 - October 2013
Capital Beverage August 2006 - December 2008
Skills
Leadership
Education
California State University, Sacramento 2008 — 2011
Bachelor of Science (B.S.), Psychology
Sierra College 2009 — 2011
Associate of Arts (A.A.), Business Accounting
Sierra College 2009 — 2010
Associate of Arts (A.A.), Business Administration
Sierra College 2004 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Verisight, Inc July 1988 - Present
Skills
401k, Form 5500 preparation, Retirement, Qualified Retirement..., Microsoft Office, ESOP, 403 b, ERISA, Pension Administration, Microsoft Excel, Microsoft Word, Relius Administration, Retirement Plan..., Defined Contribution, Customer Service
Education
New Mexico State University
Master of Accountancy
BRMS November 2014 - Present
Verisight, Inc February 2013 - October 2014
Benetech Inc. September 2008 - November 2012
Bailey's Preschool June 2004 - September 2008
Education
Highlands High School 2001 — 2005
High School, General Education, 9-12
American River College
Early Childhood Education and Teaching