401(k) Advisors
Industry: Company
DescriptionFounded: 2000 Parent organization: NFP Subsidiary: NFP Retirement Inc., Asset Management Arm
401(k) Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at 401(k) Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
401(k) Advisors Salaries. You can even request information on how much does 401(k) Advisors pay if you want to. Learn about salaries, pros and cons of working for 401(k) Advisors directly from the past employees.
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48 401(k) Advisors employees in database. Find out everything there's to know about 401(k) Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
401(k) Advisors Employees
Employee
Years
Job
Industry
Chip Polito Chip Polito's 401(k) Advisors Experience September 2005 - October 2006
Job Senior HR Analyst at Port of Portland
Industry Transportation/Trucking/Railroad
Experience
Port of Portland January 2012 - Present
The Standard October 2006 - December 2009
401(k) Advisors September 2005 - October 2006
Merrill Lynch January 2000 - August 2003
Skills
Benefits Administration, Human Resources, Deferred Compensation, 401k, FMLA, Job Descriptions, Compensation, Defined Benefit, COBRA, ERISA, Job Analysis, Salary Surveys, Employee Recognition, Performance Management
Education
University of Central Florida 2003 — 2005
Master of Business Administration (MBA) & Sport Business Management
University of Kentucky 1996 — 1999
Bachelor of Science (B.S.), Accounting
Portland State University 2011 — 2011
Professional Certification, Human Resources Management
West Virginia University 1994 — 1996
Accounting/Politcal Science
Port of Portland January 2012 - Present
The Standard October 2006 - December 2009
401(k) Advisors September 2005 - October 2006
Merrill Lynch January 2000 - August 2003
Skills
Benefits Administration, Human Resources, Deferred Compensation, 401k, FMLA, Job Descriptions, Compensation, Defined Benefit, COBRA, ERISA, Job Analysis, Salary Surveys, Employee Recognition, Performance Management
Education
University of Central Florida 2003 — 2005
Master of Business Administration (MBA) & Sport Business Management
University of Kentucky 1996 — 1999
Bachelor of Science (B.S.), Accounting
Portland State University 2011 — 2011
Professional Certification, Human Resources Management
West Virginia University 1994 — 1996
Accounting/Politcal Science
Brittany Hazard Brittany Hazard's 401(k) Advisors Experience June 2012 - August 2012
Job LTC & DI Sales & Marketing Associate
Industry Financial Services
Experience
CPS Insurance Services August 2013 - Present
Moreton Retirement Partners April 2013 - May 2013
401(k) Advisors June 2012 - August 2012
Liberty Systems Management, Inc June 2011 - August 2011
Pacific Enterprise Bank June 2010 - August 2010
Michaelson, Connor, Boul June 2009 - August 2009
LPL Financial, Branch Office June 2008 - August 2008
Skills
Investments, Mutual Funds, Retirement Planning, Marketing, Asset Allocation, Portfolio Management
Education
University of Denver 2009 — 2013
B.A, Communication Studies; Organizational Communications
Charles University in Prague 2011 — 2011
Huntington Beach High School 2005 — 2009
CPS Insurance Services August 2013 - Present
Moreton Retirement Partners April 2013 - May 2013
401(k) Advisors June 2012 - August 2012
Liberty Systems Management, Inc June 2011 - August 2011
Pacific Enterprise Bank June 2010 - August 2010
Michaelson, Connor, Boul June 2009 - August 2009
LPL Financial, Branch Office June 2008 - August 2008
Skills
Investments, Mutual Funds, Retirement Planning, Marketing, Asset Allocation, Portfolio Management
Education
University of Denver 2009 — 2013
B.A, Communication Studies; Organizational Communications
Charles University in Prague 2011 — 2011
Huntington Beach High School 2005 — 2009
Andrew Traw Andrew Traw's 401(k) Advisors Experience December 2013 - October 2014
Job Financial Representative
Industry Financial Services
Experience
401(k) Advisors December 2013 - October 2014
Capstone Partners Financial and Insurance Services January 2013 - August 2013
Northwestern Mutual 2007 - 2009
Education
American University 2003 — 2005
Master's degree, International Economic Policy
California State University-Fresno 1997 — 2002
Bachelor of Arts (B.A.), Economics
401(k) Advisors December 2013 - October 2014
Capstone Partners Financial and Insurance Services January 2013 - August 2013
Northwestern Mutual 2007 - 2009
Education
American University 2003 — 2005
Master's degree, International Economic Policy
California State University-Fresno 1997 — 2002
Bachelor of Arts (B.A.), Economics
David Stecher David Stecher's 401(k) Advisors Experience February 2010 - Present
Job National Practice Leader at 401(k) Advisors
Industry Financial Services
Experience
NFP Retirement July 2014 - Present
401(k) Advisors February 2010 - Present
Retirement Plan Advisory Group January 2010 - Present
Stecher Capital Inc August 2009 - January 2010
Retirement Capital Group January 2004 - August 2009
San Diego Sports Commission January 1999 - June 2009
United Way of Greater San Diego January 1997 - June 2009
AXA Advisors September 1986 - April 2004
AXA 1997 - 2004
KPMG Peat Marwick January 1984 - September 1986
Skills
Executive Compensation, 401k, Tax, Deferred Compensation, Accounting, Insurance, Investments, Executive Pay, Start-ups, Business Development, Management, Leadership, Employee Benefits, Pensions, Business Planning, Retirement Planning, Defined Benefit, Mergers & Acquisitions, Retirement, Human Resources, Strategic Planning, Strategic Financial..., Executive Management, Financial Advisory, Estate Planning, Finance, Investment Advisory, ERISA, Financial Services, Mutual Funds
Education
Widener University 1984 — 1986
Masters, Taxation
University of Delaware 1979 — 1983
BS, Accounting
NFP Retirement July 2014 - Present
401(k) Advisors February 2010 - Present
Retirement Plan Advisory Group January 2010 - Present
Stecher Capital Inc August 2009 - January 2010
Retirement Capital Group January 2004 - August 2009
San Diego Sports Commission January 1999 - June 2009
United Way of Greater San Diego January 1997 - June 2009
AXA Advisors September 1986 - April 2004
AXA 1997 - 2004
KPMG Peat Marwick January 1984 - September 1986
Skills
Executive Compensation, 401k, Tax, Deferred Compensation, Accounting, Insurance, Investments, Executive Pay, Start-ups, Business Development, Management, Leadership, Employee Benefits, Pensions, Business Planning, Retirement Planning, Defined Benefit, Mergers & Acquisitions, Retirement, Human Resources, Strategic Planning, Strategic Financial..., Executive Management, Financial Advisory, Estate Planning, Finance, Investment Advisory, ERISA, Financial Services, Mutual Funds
Education
Widener University 1984 — 1986
Masters, Taxation
University of Delaware 1979 — 1983
BS, Accounting
Maria Georgescu Maria Georgescu's 401(k) Advisors Experience August 2005 - October 2008
Job Human Resources
Industry Financial Services
Experience
Diamond Wipes International March 2015 - Present
California Skateparks June 2014 - March 2015
American Advisors Group December 2010 - September 2014
Embassy Suites Brea November 2008 - November 2010
Embassy Suites Hotel November 2008 - November 2010
401(k) Advisors August 2005 - October 2008
Cal Poly Pomona February 2002 - January 2008
401(k) Advisors 2005 - 2008
Cal Poly Pomona Dining Services January 2000 - August 2005
Skills
401k, FMLA, EEO, CFRA, Employee Relations, Microsoft Office, Benefits, Compliance, Payroll, Mentoring, Benefits Administration, Word, Excel, Outlook, PowerPoint, Hiring, Spanish, Workers Compensation, Administration, Interviewing, Microsoft Excel, Microsoft Word, Employee Benefits, Recruiting, Coaching, Training, Team Building, Management, Customer Service, Interviews, Employee Handbooks, ADP Payroll, Onboarding, Performance Management, HRIS, Succession Planning, Software Documentation, New Hire Orientations, FLSA, Leadership Development, Employee Training, COBRA, Resume Writing, Talent Acquisition, I-9 Compliance, Talent Management, Organizational..., Sales, Career Development
Education
California State Polytechnic University 1999 — 2005
Bachelor of Science, Business Administration and Management, General
California State Polytechnic University-Pomona 1999 — 2004
Bachelor of Science (B.S.), Human Resources Management and Services
Diamond Wipes International March 2015 - Present
California Skateparks June 2014 - March 2015
American Advisors Group December 2010 - September 2014
Embassy Suites Brea November 2008 - November 2010
Embassy Suites Hotel November 2008 - November 2010
401(k) Advisors August 2005 - October 2008
Cal Poly Pomona February 2002 - January 2008
401(k) Advisors 2005 - 2008
Cal Poly Pomona Dining Services January 2000 - August 2005
Skills
401k, FMLA, EEO, CFRA, Employee Relations, Microsoft Office, Benefits, Compliance, Payroll, Mentoring, Benefits Administration, Word, Excel, Outlook, PowerPoint, Hiring, Spanish, Workers Compensation, Administration, Interviewing, Microsoft Excel, Microsoft Word, Employee Benefits, Recruiting, Coaching, Training, Team Building, Management, Customer Service, Interviews, Employee Handbooks, ADP Payroll, Onboarding, Performance Management, HRIS, Succession Planning, Software Documentation, New Hire Orientations, FLSA, Leadership Development, Employee Training, COBRA, Resume Writing, Talent Acquisition, I-9 Compliance, Talent Management, Organizational..., Sales, Career Development
Education
California State Polytechnic University 1999 — 2005
Bachelor of Science, Business Administration and Management, General
California State Polytechnic University-Pomona 1999 — 2004
Bachelor of Science (B.S.), Human Resources Management and Services
Jessie Fey Jessie Fey's 401(k) Advisors Experience July 2012 - Present
Job Organizational Development Coordinator/Executive Assistant to the CEO, COO, & President
Industry Financial Services
Experience
NFP Retirement July 2012 - Present
401(k) Advisors July 2012 - Present
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
Brandman University, Part of the Chapman University System 2013 — 2015
Master of Arts (M.A.), Marriage and Family Therapy/Professional Clinical Counseling
Chapman University 2009 — 2012
Bachelor of Arts (B.A.), Psychology
NFP Retirement July 2012 - Present
401(k) Advisors July 2012 - Present
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
Brandman University, Part of the Chapman University System 2013 — 2015
Master of Arts (M.A.), Marriage and Family Therapy/Professional Clinical Counseling
Chapman University 2009 — 2012
Bachelor of Arts (B.A.), Psychology
Tom Dickson Tom Dickson's 401(k) Advisors Experience 2013 - Present
Job Nationwide Financial
Industry Investment Management
Experience
Nationwide Financial July 2015 - Present
401(k) Advisors 2013 - Present
Lincoln Financial Group October 2012 - November 2013
American Funds 2001 - 2012
Prudential Financial 1995 - 2001
Transamerica 1991 - 1995
Skills
Retirement, 401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Defined Contribution, Investments, Alternative Investments, Securities, Retirement Planning, Financial Advisory, Wealth Management, Investment Advisory, Retirement Plan..., Qualified Retirement..., Relationship Management
Education
Wharton School of Business
BS Economics, Finance & Management
Nationwide Financial July 2015 - Present
401(k) Advisors 2013 - Present
Lincoln Financial Group October 2012 - November 2013
American Funds 2001 - 2012
Prudential Financial 1995 - 2001
Transamerica 1991 - 1995
Skills
Retirement, 401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Defined Contribution, Investments, Alternative Investments, Securities, Retirement Planning, Financial Advisory, Wealth Management, Investment Advisory, Retirement Plan..., Qualified Retirement..., Relationship Management
Education
Wharton School of Business
BS Economics, Finance & Management
Kelli Bruce Kelli Bruce's 401(k) Advisors Experience September 2012 - July 2014
Job Operations Support Coordinator at Global Retirement Partners
Industry Financial Services
Experience
Global Retirement Partners July 2014 - Present
401(k) Advisors September 2012 - July 2014
American College for Advancement in Medicine November 2010 - September 2012
Skills
Event Planning, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Event Management, Healthcare, Critical Thinking, Community Outreach
Education
California State University-Fullerton 2008 — 2010
Bachelor of Science (B.S.), Health Services/Allied Health/Health Sciences, General
Riverside Community College
Associate's Degree
Global Retirement Partners July 2014 - Present
401(k) Advisors September 2012 - July 2014
American College for Advancement in Medicine November 2010 - September 2012
Skills
Event Planning, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Event Management, Healthcare, Critical Thinking, Community Outreach
Education
California State University-Fullerton 2008 — 2010
Bachelor of Science (B.S.), Health Services/Allied Health/Health Sciences, General
Riverside Community College
Associate's Degree
Mindy Marburger's 401(k) Advisors Experience November 2008 - September 2012
Job Consultant, Employee Benefits/Retirement Services Department at Lockton Companies
Industry Financial Services
Experience
Lockton Companies April 2014 - Present
Shuster Financial Group, LLC October 2012 - March 2014
Retirement Plan Advisory Group February 2011 - September 2012
401(k) Advisors November 2008 - September 2012
Event 360 August 2007 - November 2008
University California, Irvine May 2007 - August 2007
Hamilton Group Meeting Planners January 2006 - April 2007
Event 360 2005 - 2007
Susan G. Komen 3-Day Breast Cancer Walks June 2005 - October 2006
Skills
Client Engagement, Training Skills, Highly Adaptable, Event Management, Client Retention, Social Media, Technical Training, Highly Communicative, Communication, Training, Retirement, 401k, Series 7, Defined Benefit, Strategic Planning
Education
University of Michigan 2000 — 2004
Bachelors, English
Lockton Companies April 2014 - Present
Shuster Financial Group, LLC October 2012 - March 2014
Retirement Plan Advisory Group February 2011 - September 2012
401(k) Advisors November 2008 - September 2012
Event 360 August 2007 - November 2008
University California, Irvine May 2007 - August 2007
Hamilton Group Meeting Planners January 2006 - April 2007
Event 360 2005 - 2007
Susan G. Komen 3-Day Breast Cancer Walks June 2005 - October 2006
Skills
Client Engagement, Training Skills, Highly Adaptable, Event Management, Client Retention, Social Media, Technical Training, Highly Communicative, Communication, Training, Retirement, 401k, Series 7, Defined Benefit, Strategic Planning
Education
University of Michigan 2000 — 2004
Bachelors, English
Laurie Sowa-Westwood Laurie Sowa-Westwood's 401(k) Advisors Experience February 2009 - January 2013
Job 401k / 403b Retirement Plan Services Account Manager at The Centennial
Industry Financial Services
Experience
The Centennial Group January 2013 - Present
401(k) Advisors February 2009 - January 2013
Construction Resources Group August 2001 - September 2003
AACN May 1998 - July 2003
Trading Places Travel/Orange County Travel Academy June 1994 - May 1998
Fleetwood Travel January 1994 - June 1994
Uniglobe Select Travel January 1988 - January 1994
Mitsubishi Motors January 1981 - September 1983
Skills
Investments, 401k, Travel Management, Mutual Funds, Outlook, Employee Benefits, Retirement, Retirement Planning, Management, Sales, Strategic Planning, Series 7, Series 63, Financial Services, Customer Service, Leadership, Insurance, Asset Allocation
Education
Golden West College
Saddleback College
The Centennial Group January 2013 - Present
401(k) Advisors February 2009 - January 2013
Construction Resources Group August 2001 - September 2003
AACN May 1998 - July 2003
Trading Places Travel/Orange County Travel Academy June 1994 - May 1998
Fleetwood Travel January 1994 - June 1994
Uniglobe Select Travel January 1988 - January 1994
Mitsubishi Motors January 1981 - September 1983
Skills
Investments, 401k, Travel Management, Mutual Funds, Outlook, Employee Benefits, Retirement, Retirement Planning, Management, Sales, Strategic Planning, Series 7, Series 63, Financial Services, Customer Service, Leadership, Insurance, Asset Allocation
Education
Golden West College
Saddleback College
Fritz Block Fritz Block's 401(k) Advisors Experience October 2013 - Present
Job Senior Plan Consultant at 401(k) Advisors
Industry Financial Services
Experience
Mid Atlantic Region at 401(k) Advisors October 2013 - Present
401(k) Advisors October 2013 - Present
Block Financial Group January 2008 - September 2013
Skills
401(k) Plans, Fiduciary Services, Retirement Plan..., Retirement, Investments, Financial Advisory, Asset Allocation
Education
State University of New York at Buffalo 1984 — 1988
Bachelor of Arts (B.A.), Psychology and Business
Mid Atlantic Region at 401(k) Advisors October 2013 - Present
401(k) Advisors October 2013 - Present
Block Financial Group January 2008 - September 2013
Skills
401(k) Plans, Fiduciary Services, Retirement Plan..., Retirement, Investments, Financial Advisory, Asset Allocation
Education
State University of New York at Buffalo 1984 — 1988
Bachelor of Arts (B.A.), Psychology and Business
Jeremy Pomer, CFP®, CRPS® Jeremy Pomer, CFP®, CRPS®'s 401(k) Advisors Experience June 2011 - Present
Job Senior Plan Consultant at 401(k) Advisors
Industry Financial Services
Experience
401(k) Advisors June 2011 - Present
Financial Telesis Inc. August 2009 - August 2014
Paychex March 2003 - August 2009
WorldCom 2000 - 2003
WorldCom 2000 - 2003
Skills
Retirement Planning, Investments, Retirement, 401k, Mutual Funds, Profit Sharing, Defined Benefit, Retirement Plan..., Defined Contribution, Human Resources, Securities, Series 63, Series 7, Financial Advisory, Insurance, Series 6, Investment Advisory, Employee Benefits, Asset Allocation
Education
University of San Diego 1998 — 2000
B.B.A., Business
Kaplan Schweser 2010 — 2011
CFP®, CERTIFIED FINANCIAL PLANNER™
College for Financial Planning 2009 — 2010
CRPS®, CHARTERED RETIREMENT PLANS SPECIALISTSM
San Diego State University-California State University 1995 — 1997
Los Gatos High School
401(k) Advisors June 2011 - Present
Financial Telesis Inc. August 2009 - August 2014
Paychex March 2003 - August 2009
WorldCom 2000 - 2003
WorldCom 2000 - 2003
Skills
Retirement Planning, Investments, Retirement, 401k, Mutual Funds, Profit Sharing, Defined Benefit, Retirement Plan..., Defined Contribution, Human Resources, Securities, Series 63, Series 7, Financial Advisory, Insurance, Series 6, Investment Advisory, Employee Benefits, Asset Allocation
Education
University of San Diego 1998 — 2000
B.B.A., Business
Kaplan Schweser 2010 — 2011
CFP®, CERTIFIED FINANCIAL PLANNER™
College for Financial Planning 2009 — 2010
CRPS®, CHARTERED RETIREMENT PLANS SPECIALISTSM
San Diego State University-California State University 1995 — 1997
Los Gatos High School
Todd White, CFP® Todd White, CFP®'s 401(k) Advisors Experience June 2011 - Present
Job Senior Plan Consultant at 401(k) Advisors
Industry Investment Management
Experience
401(k) Advisors June 2011 - Present
Ascent Wealth Management Group, LLC August 2003 - June 2011
Contivo January 2000 - June 2003
Education
University of California, Berkeley 2005 — 2007
Personal Financial Planning
California State University-Chico 1996 — 2000
BA, Business Administration--Strategic Mgmt
St. Francis
woodside
401(k) Advisors June 2011 - Present
Ascent Wealth Management Group, LLC August 2003 - June 2011
Contivo January 2000 - June 2003
Education
University of California, Berkeley 2005 — 2007
Personal Financial Planning
California State University-Chico 1996 — 2000
BA, Business Administration--Strategic Mgmt
St. Francis
woodside
Jeff Cullen 312-933-9795 Jeff Cullen 312-933-9795's 401(k) Advisors Experience October 2010 - Present
Job Managing Director Chicago at 401(k) Advisors
Industry Financial Services
Experience
401(k) Advisors October 2010 - Present
Cullen Financial Group, Inc. December 2001 - October 2010
Skills
Retirement Planning, Investments, 401k, Retirement, Employee Benefits, IRAs, Financial Advisory, Investment Advisory, Asset Allocation, Series 7, Securities, Benefits Administration, Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2006
MBA, Financial Analysis
Illinois State University 1993 — 1997
BA, Finance with Accounting Minor
401(k) Advisors October 2010 - Present
Cullen Financial Group, Inc. December 2001 - October 2010
Skills
Retirement Planning, Investments, 401k, Retirement, Employee Benefits, IRAs, Financial Advisory, Investment Advisory, Asset Allocation, Series 7, Securities, Benefits Administration, Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2006
MBA, Financial Analysis
Illinois State University 1993 — 1997
BA, Finance with Accounting Minor
Megan Ingersoll Megan Ingersoll's 401(k) Advisors Experience September 2008 - June 2009
Job Senior Account Executive at Prosek Partners
Industry Public Relations and Communications
Experience
Prosek Partners July 2015 - Present
Prosek Partners September 2014 - July 2015
Prosek Partners December 2013 - September 2014
Dukas Public Relations June 2013 - November 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Trinity College - Hartford January 2010 - May 2012
Whitestone Associates LLC June 2011 - August 2011
National Guild for Community Arts Education June 2011 - August 2011
401(k) Advisors September 2008 - June 2009
Skills
Wealth Management..., Company Newsletters, Sales, Writing, Marketing, Event Management, Research Projects, Grant Administration, Educational Fundraising, Non-profit Program..., Fundraising, Nonprofits, Alumni Relations, Business Development, Editing, Media Relations, Research, Gorkana, Factiva, Social Media
Education
Trinity College-Hartford 2009 — 2013
BA, English
University College London, U. of London 2011 — 2011
Affiliate Student, English Language and Literature
Prosek Partners July 2015 - Present
Prosek Partners September 2014 - July 2015
Prosek Partners December 2013 - September 2014
Dukas Public Relations June 2013 - November 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Trinity College - Hartford January 2010 - May 2012
Whitestone Associates LLC June 2011 - August 2011
National Guild for Community Arts Education June 2011 - August 2011
401(k) Advisors September 2008 - June 2009
Skills
Wealth Management..., Company Newsletters, Sales, Writing, Marketing, Event Management, Research Projects, Grant Administration, Educational Fundraising, Non-profit Program..., Fundraising, Nonprofits, Alumni Relations, Business Development, Editing, Media Relations, Research, Gorkana, Factiva, Social Media
Education
Trinity College-Hartford 2009 — 2013
BA, English
University College London, U. of London 2011 — 2011
Affiliate Student, English Language and Literature
Megan Blackmer Megan Blackmer's 401(k) Advisors Experience 2011 - August 2015
Job Director, Client Services at Strategic Retirement Partners
Industry Financial Services
Experience
Strategic Retirement Partners September 2015 - Present
401(k) Advisors 2011 - August 2015
Principal Financial Group May 2005 - July 2009
Van Kampen Investments March 2001 - May 2005
Skills
Employee Benefits, Series 63, ERISA, Series 6, Investments, Investment Advisory, Pensions, Qualified Retirement..., Profit Sharing, Defined Contribution, Fixed Annuities, Sales, Asset Management, Insurance, Financial Advisory, Executive Pay
Education
Kenyon College 1994 — 1998
BS, History
Strategic Retirement Partners September 2015 - Present
401(k) Advisors 2011 - August 2015
Principal Financial Group May 2005 - July 2009
Van Kampen Investments March 2001 - May 2005
Skills
Employee Benefits, Series 63, ERISA, Series 6, Investments, Investment Advisory, Pensions, Qualified Retirement..., Profit Sharing, Defined Contribution, Fixed Annuities, Sales, Asset Management, Insurance, Financial Advisory, Executive Pay
Education
Kenyon College 1994 — 1998
BS, History
Fred Pieracci Fred Pieracci's 401(k) Advisors Experience January 2007 - Present
Job Executive Benifits
Industry Financial Services
Experience
401K Advisors January 2007 - Present
401(k) Advisors 2007 - Present
Cape Star Company Insurance Services 1974 - Present
Skills
Executive Pay, 401k, ESOP, Defined Benefit, Retirement, Portfolio Management, ERISA, Retirement Planning, Fixed Annuities, Retirement Plan..., Mutual Funds, Series 63, Investment Advisory
Education
Cuesta College
401K Advisors January 2007 - Present
401(k) Advisors 2007 - Present
Cape Star Company Insurance Services 1974 - Present
Skills
Executive Pay, 401k, ESOP, Defined Benefit, Retirement, Portfolio Management, ERISA, Retirement Planning, Fixed Annuities, Retirement Plan..., Mutual Funds, Series 63, Investment Advisory
Education
Cuesta College
Steven Wilkinson, CRPS®, QPFC Steven Wilkinson, CRPS®, QPFC's 401(k) Advisors Experience August 2010 - October 2013
Job 401k Consultant at Monarch Corporate Advisors
Industry Financial Services
Experience
Monarch Corporate Advisors November 2013 - Present
401(k) Advisors August 2010 - October 2013
Merrill Lynch July 2008 - August 2010
Lotter Group November 2007 - July 2008
Wells Fargo March 2006 - November 2007
Education
University of La Verne
Monarch Corporate Advisors November 2013 - Present
401(k) Advisors August 2010 - October 2013
Merrill Lynch July 2008 - August 2010
Lotter Group November 2007 - July 2008
Wells Fargo March 2006 - November 2007
Education
University of La Verne
Dave Rinehart, CFA Dave Rinehart, CFA's 401(k) Advisors Experience January 2011 - December 2013
Job Senior Investment Consultant at NFP Retirement
Industry Financial Services
Experience
NFP Retirement January 2014 - Present
401(k) Advisors January 2011 - December 2013
High Net Worth RIA 2008 - 2011
Aris Corporation 2004 - 2007
Asset Stategy Consultants 2001 - 2004
legg mason 1998 - 2001
Skills
401k, Investments, Retirement, Defined Benefit, Portfolio Management, Investment Advisory, Executive Pay, Retirement Planning, Mutual Funds, Retirement Plan..., Pensions, Asset Allocation
Education
Loyola University Maryland 2000 — 2003
MSF, Finance
Indiana University of Pennsylvania 1992 — 1995
BS, Finance
Spring Grove 1986 — 1990
Diploma
NFP Retirement January 2014 - Present
401(k) Advisors January 2011 - December 2013
High Net Worth RIA 2008 - 2011
Aris Corporation 2004 - 2007
Asset Stategy Consultants 2001 - 2004
legg mason 1998 - 2001
Skills
401k, Investments, Retirement, Defined Benefit, Portfolio Management, Investment Advisory, Executive Pay, Retirement Planning, Mutual Funds, Retirement Plan..., Pensions, Asset Allocation
Education
Loyola University Maryland 2000 — 2003
MSF, Finance
Indiana University of Pennsylvania 1992 — 1995
BS, Finance
Spring Grove 1986 — 1990
Diploma
Gordon Boardway's 401(k) Advisors Experience 2009 - 2009
Job Owner & President │ProTect Painters of Oviedo ~ Winter Springs │Central Florida │ gordon.boardway@protectpainters.com
Industry Consumer Services
Experience
ProTect Painters of Oviedo ~ Winter Springs December 2009 - Present
University of Phoenix 1995 - 2010
401(k) Advisors 2009 - 2009
SunTrust Bank 2000 - 2009
Trusco Capital Management (Subsidiary of SunTrust) 1996 - 2000
First Union National Bank (now Wachovia) 1992 - 1996
Crestar Bank 1987 - 1991
Skills
Painting, Color Selections, Finish Selections, Custom Finishes, Exterior Finishes, Water Intrusion, Protection, Commercial Interiors, Offices, Interior Trim, Surface Preparation, Caulking, Residential Homes, Home Staging, Coatings, Strategic Financial..., Small Business, Strategic Planning, Marketing, Sales, Sales Management, Marketing Strategy, Coaching, New Business Development, Customer Service, Team Building, Real Estate, Leadership, Entrepreneurship, Leadership Development, Business Development, Social Media Marketing, Renovation, Matte Painting, Decks, Patios, Rental Real Estate, Wainscoting, Investments, Business Planning, Sales Operations, Management, CRM, Insurance, Training, Contract Negotiation, Networking, Start-ups, Employee Benefits, Selling
Education
The College of William and Mary - The Mason School of Business 1988 — 1989
EMBA, Business Management
University of Maryland College Park 1975 — 1979
BS, Business Management
Bel Air High School 1971 — 1977
Diploma
Harford Community College 1974 — 1975
ProTect Painters of Oviedo ~ Winter Springs December 2009 - Present
University of Phoenix 1995 - 2010
401(k) Advisors 2009 - 2009
SunTrust Bank 2000 - 2009
Trusco Capital Management (Subsidiary of SunTrust) 1996 - 2000
First Union National Bank (now Wachovia) 1992 - 1996
Crestar Bank 1987 - 1991
Skills
Painting, Color Selections, Finish Selections, Custom Finishes, Exterior Finishes, Water Intrusion, Protection, Commercial Interiors, Offices, Interior Trim, Surface Preparation, Caulking, Residential Homes, Home Staging, Coatings, Strategic Financial..., Small Business, Strategic Planning, Marketing, Sales, Sales Management, Marketing Strategy, Coaching, New Business Development, Customer Service, Team Building, Real Estate, Leadership, Entrepreneurship, Leadership Development, Business Development, Social Media Marketing, Renovation, Matte Painting, Decks, Patios, Rental Real Estate, Wainscoting, Investments, Business Planning, Sales Operations, Management, CRM, Insurance, Training, Contract Negotiation, Networking, Start-ups, Employee Benefits, Selling
Education
The College of William and Mary - The Mason School of Business 1988 — 1989
EMBA, Business Management
University of Maryland College Park 1975 — 1979
BS, Business Management
Bel Air High School 1971 — 1977
Diploma
Harford Community College 1974 — 1975
Kyle Olson Kyle Olson's 401(k) Advisors Experience June 2010 - August 2010
Job Investment Analyst at 401(k) Advisors/Retirement Plan Advisory Group
Industry Financial Services
Experience
Retirement Plan Advisory Group February 2011 - Present
401(k) Advisors June 2010 - August 2010
BKK Sports May 2009 - September 2009
Skills
Due Diligence, Investment Advisory, Investments, Leadership
Education
University of Pennsylvania 2008 — 2010
B.A., Economics
Fullerton College 2006 — 2008
Economics, Business Administration
John F. Kennedy High School 2002 — 2006
Retirement Plan Advisory Group February 2011 - Present
401(k) Advisors June 2010 - August 2010
BKK Sports May 2009 - September 2009
Skills
Due Diligence, Investment Advisory, Investments, Leadership
Education
University of Pennsylvania 2008 — 2010
B.A., Economics
Fullerton College 2006 — 2008
Economics, Business Administration
John F. Kennedy High School 2002 — 2006
Deniz Usbug's 401(k) Advisors Experience August 2003 - February 2012
Job Communications Associate at PIMCO
Industry Financial Services
Experience
PIMCO April 2013 - Present
401(k) Advisors August 2003 - February 2012
The 401(k) Company January 2002 - July 2003
QUP, an S1 Company January 2000 - September 2001
Skills
Proposal Writing, Copy Editing, Creative Direction, Copywriting, Marketing Communications, Press Releases, Marketing, 401k, Brand Development, Editing, Newsletters, Public Relations, Trade Shows
Education
St. Edward's University
B.A., Communication
The Hockaday School, Dallas, TX
PIMCO April 2013 - Present
401(k) Advisors August 2003 - February 2012
The 401(k) Company January 2002 - July 2003
QUP, an S1 Company January 2000 - September 2001
Skills
Proposal Writing, Copy Editing, Creative Direction, Copywriting, Marketing Communications, Press Releases, Marketing, 401k, Brand Development, Editing, Newsletters, Public Relations, Trade Shows
Education
St. Edward's University
B.A., Communication
The Hockaday School, Dallas, TX
Jamie Worrell, JD, PRP Jamie Worrell, JD, PRP's 401(k) Advisors Experience 2008 - Present
Job President, GPS Investment Advisors / Managing Director, 401(k)Advisors
Industry Investment Management
Experience
GPS Investment Advisors, LLC February 2007 - Present
401(k) Advisors 2008 - Present
RI Commodores 2009 - 2014
Neighborhood Health Plan of Rhode Island 2005 - 2013
Blithewold 2001 - 2007
Financial Architects Partners 2000 - 2007
John Hancock Funds 1993 - 2000
Skills
Fiduciary Liability..., Investment Advisory, Vendor RFP..., Employee Education, Retirement Planning, Securities, Retirement, Analysis, Series 7, Wealth Management, Investments, Employee Benefits, 401k, Mutual Funds, Asset Managment, Asset Management
Education
Suffolk University Law School 1993 — 1997
Juris Doctor
Connecticut College 1985 — 1989
B.A., History/Hispanic Studies
Moses Brown 1980 — 1985
High School
GPS Investment Advisors, LLC February 2007 - Present
401(k) Advisors 2008 - Present
RI Commodores 2009 - 2014
Neighborhood Health Plan of Rhode Island 2005 - 2013
Blithewold 2001 - 2007
Financial Architects Partners 2000 - 2007
John Hancock Funds 1993 - 2000
Skills
Fiduciary Liability..., Investment Advisory, Vendor RFP..., Employee Education, Retirement Planning, Securities, Retirement, Analysis, Series 7, Wealth Management, Investments, Employee Benefits, 401k, Mutual Funds, Asset Managment, Asset Management
Education
Suffolk University Law School 1993 — 1997
Juris Doctor
Connecticut College 1985 — 1989
B.A., History/Hispanic Studies
Moses Brown 1980 — 1985
High School
John Vogel, ChFC, AIF John Vogel, ChFC, AIF's 401(k) Advisors Experience January 2011 - Present
Job Investment Consultant at 401(k) Advisors
Industry Financial Services
Experience
401(k) Advisors January 2011 - Present
401(k) Educators & Advisors June 2001 - December 2010
Education
Metropolitan State University of Denver
Bachelor of Science, Finance
The American College
Master of Science, Financial Services
401(k) Advisors January 2011 - Present
401(k) Educators & Advisors June 2001 - December 2010
Education
Metropolitan State University of Denver
Bachelor of Science, Finance
The American College
Master of Science, Financial Services
Andrew Heine Andrew Heine's 401(k) Advisors Experience June 2011 - December 2011
Job Senior Account Associate at PIMCO
Industry Financial Services
Experience
PIMCO January 2015 - Present
PIMCO January 2014 - December 2014
PIMCO February 2013 - December 2013
UC Irvine Student Managed Investment Fund May 2011 - January 2013
Capital Group June 2012 - September 2012
401(k) Advisors June 2011 - December 2011
Investment Counselors of Redlands LLC December 2010 - May 2011
Education
University of California, Irvine 2009 — 2012
Bachelor of Arts (B.A.), Business Administration
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Bachelor of Arts (B.A.), Business Administration
PIMCO January 2015 - Present
PIMCO January 2014 - December 2014
PIMCO February 2013 - December 2013
UC Irvine Student Managed Investment Fund May 2011 - January 2013
Capital Group June 2012 - September 2012
401(k) Advisors June 2011 - December 2011
Investment Counselors of Redlands LLC December 2010 - May 2011
Education
University of California, Irvine 2009 — 2012
Bachelor of Arts (B.A.), Business Administration
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Bachelor of Arts (B.A.), Business Administration
Kellen Foley's 401(k) Advisors Experience June 2011 - September 2011
Job flexPATH Specialist at Retirement Plan Advisory Group
Industry Financial Services
Experience
Retirement Plan Advisory Group September 2014 - Present
Retirement Plan Advisory Group December 2013 - September 2014
Retirement Plan Advisory Group June 2012 - December 2013
401(k) Advisors June 2011 - September 2011
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.8
Retirement Plan Advisory Group September 2014 - Present
Retirement Plan Advisory Group December 2013 - September 2014
Retirement Plan Advisory Group June 2012 - December 2013
401(k) Advisors June 2011 - September 2011
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.8
Brian Roberts, CFA Brian Roberts, CFA's 401(k) Advisors Experience January 2011 - Present
Job Managing Director, 401k Advisors
Industry Investment Management
Experience
401(k) Advisors January 2011 - Present
Arete Investment Consulting June 2009 - January 2011
Capital Guardian Trust Company 2007 - 2009
American Funds 1993 - 2007
Skills
Plan Design, Due Diligence, Contract Negotiations, 401k, Retirement, Pensions, Investments, Asset Allocation, Auditing, Asset Management, Defined Benefit, Compliance, Portfolio Management, Institutional, ERISA, Risk Management, Client Service, Benchmarking, Financial Analysis, Investment Advisory, Financial Advisory, Asset Managment, Retirement Plan..., Employee Benefits, Business Planning, Alternative Investments, Retirement Planning, Mutual Funds, Client Services, Contract Negotiation
Education
Davidson College 1982 — 1986
BA, Economics
401(k) Advisors January 2011 - Present
Arete Investment Consulting June 2009 - January 2011
Capital Guardian Trust Company 2007 - 2009
American Funds 1993 - 2007
Skills
Plan Design, Due Diligence, Contract Negotiations, 401k, Retirement, Pensions, Investments, Asset Allocation, Auditing, Asset Management, Defined Benefit, Compliance, Portfolio Management, Institutional, ERISA, Risk Management, Client Service, Benchmarking, Financial Analysis, Investment Advisory, Financial Advisory, Asset Managment, Retirement Plan..., Employee Benefits, Business Planning, Alternative Investments, Retirement Planning, Mutual Funds, Client Services, Contract Negotiation
Education
Davidson College 1982 — 1986
BA, Economics
Careena Dudic's 401(k) Advisors Experience 2013 - 2014
Job Senior Proposal Manager, Cushman & Wakefield Inc.
Industry Writing and Editing
Experience
Cushman & Wakefield January 2015 - Present
Blytheco 2014 - January 2015
401(k) Advisors 2013 - 2014
Education
McGill University 2006 — 2009
Bachelor of Arts (B.A.), Ethnic, Cultural Minority, Gender, and Group Studies
Cushman & Wakefield January 2015 - Present
Blytheco 2014 - January 2015
401(k) Advisors 2013 - 2014
Education
McGill University 2006 — 2009
Bachelor of Arts (B.A.), Ethnic, Cultural Minority, Gender, and Group Studies
Victoria Dixon's 401(k) Advisors Experience January 2014 - June 2014
Job Case Manager at Maximus/CalWORKS
Industry Individual & Family Services
Experience
Maximus/CalWORKS March 2015 - Present
Northwestern Mutual September 2014 - March 2015
401(k) Advisors January 2014 - June 2014
Revolution Tires and Wheels October 2012 - January 2014
Prudential Real Estate September 2009 - September 2012
Skills
Psychology, SPSS, Higher Education, Community Outreach, Public Speaking, PowerPoint, Statistics, Data Entry, Time Management, Research, Student Affairs, Microsoft Office, Teaching, Tutoring, Microsoft Word, Microsoft Excel, Curriculum Development, Data Analysis, Critical Thinking, Research Design, Communication, Leadership, Sales, Marketing, Advertising, Outlook, Spreadsheets, Office Administration, Team-oriented, Microsoft Dynamics, CRM, Interpersonal..., Client Relations, Financial Analysis, Retirement Planning, Life Insurance, Business Requirements, Operations Management, Operational Excellence, Sales Operations, Finacial Management, Finance, Cross-functional..., Team Coordination, Service Coordination, Project Planning, Business Analysis, Business Process..., Organizational..., Administration
Education
California State University-Fullerton 2010 — 2014
Bachelor's Degree, Psychology, 3.68
California State University-Fullerton
Certificate in Project Management, Project Management
Maximus/CalWORKS March 2015 - Present
Northwestern Mutual September 2014 - March 2015
401(k) Advisors January 2014 - June 2014
Revolution Tires and Wheels October 2012 - January 2014
Prudential Real Estate September 2009 - September 2012
Skills
Psychology, SPSS, Higher Education, Community Outreach, Public Speaking, PowerPoint, Statistics, Data Entry, Time Management, Research, Student Affairs, Microsoft Office, Teaching, Tutoring, Microsoft Word, Microsoft Excel, Curriculum Development, Data Analysis, Critical Thinking, Research Design, Communication, Leadership, Sales, Marketing, Advertising, Outlook, Spreadsheets, Office Administration, Team-oriented, Microsoft Dynamics, CRM, Interpersonal..., Client Relations, Financial Analysis, Retirement Planning, Life Insurance, Business Requirements, Operations Management, Operational Excellence, Sales Operations, Finacial Management, Finance, Cross-functional..., Team Coordination, Service Coordination, Project Planning, Business Analysis, Business Process..., Organizational..., Administration
Education
California State University-Fullerton 2010 — 2014
Bachelor's Degree, Psychology, 3.68
California State University-Fullerton
Certificate in Project Management, Project Management
Lisa (Ahrens) Edmondson Lisa (Ahrens) Edmondson's 401(k) Advisors Experience February 2014 - Present
Job Operations Specialist at 401(k) Advisors
Industry Financial Services
Experience
401(k) Advisors February 2014 - Present
Wortham Insurance & Risk Management April 2009 - January 2014
Texas Department of Family and Protective Services May 2008 - April 2009
Skills
Property & Casualty..., Insurance, Liability, General Insurance, Customer Service, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Umbrella Insurance, Claim, Marketing
Education
The University of Texas at Arlington 2006 — 2008
Bachelor of Social Work, Social Work
Howard Payne University 2004 — 2006
Social Work
401(k) Advisors February 2014 - Present
Wortham Insurance & Risk Management April 2009 - January 2014
Texas Department of Family and Protective Services May 2008 - April 2009
Skills
Property & Casualty..., Insurance, Liability, General Insurance, Customer Service, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Umbrella Insurance, Claim, Marketing
Education
The University of Texas at Arlington 2006 — 2008
Bachelor of Social Work, Social Work
Howard Payne University 2004 — 2006
Social Work
Kyle Posvistak Kyle Posvistak's 401(k) Advisors Experience July 2007 - July 2014
Job Partner at Global Retirement Partners
Industry Financial Services
Experience
Global Retirement Partners August 2014 - Present
401(k) Advisors July 2007 - July 2014
A.G. Edwards & Sons, Inc. October 2005 - April 2007
Skills
Retirement Planning, Retirement, Business Planning, Mutual Funds, Financial Advisory, 401k, Investments, Payroll, Series 7, Sales, Employee Benefits, Marketing, Financial Analysis, Strategic Planning, Defined Contribution, Securities
Education
San Diego State University-California State University 2002 — 2007
B.S. Finance, Finance
San Clemente High School 1998 — 2002
Global Retirement Partners August 2014 - Present
401(k) Advisors July 2007 - July 2014
A.G. Edwards & Sons, Inc. October 2005 - April 2007
Skills
Retirement Planning, Retirement, Business Planning, Mutual Funds, Financial Advisory, 401k, Investments, Payroll, Series 7, Sales, Employee Benefits, Marketing, Financial Analysis, Strategic Planning, Defined Contribution, Securities
Education
San Diego State University-California State University 2002 — 2007
B.S. Finance, Finance
San Clemente High School 1998 — 2002
Craig Shrack CRPS's 401(k) Advisors Experience July 2009 - October 2010
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2014 - Present
CUNA Mutual Retirement Solutions January 2013 - June 2014
OneAmerica October 2010 - January 2013
Retirement Plan Advisory Group May 2009 - November 2010
401(k) Advisors July 2009 - October 2010
Skills
Retirement Planning, 401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Financial Services, Defined Contribution, Asset Allocation
Education
Purdue University 2005 — 2009
Bachelor of Science, Financial Counseling & Planning
Transamerica Retirement Solutions July 2014 - Present
CUNA Mutual Retirement Solutions January 2013 - June 2014
OneAmerica October 2010 - January 2013
Retirement Plan Advisory Group May 2009 - November 2010
401(k) Advisors July 2009 - October 2010
Skills
Retirement Planning, 401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Financial Services, Defined Contribution, Asset Allocation
Education
Purdue University 2005 — 2009
Bachelor of Science, Financial Counseling & Planning
Jason Jeskey Jason Jeskey's 401(k) Advisors Experience October 2013 - July 2014
Job Partner at Law Office of Jason S. Jeskey, Inc.
Industry Investment Management
Experience
Law Office of Jason S. Jeskey, Inc. March 2015 - Present
Global Retirement Partners July 2014 - Present
Retirement Plan Advisory Group October 2013 - July 2014
401(k) Advisors October 2013 - July 2014
401K Advisors May 2011 - July 2014
Brownstein Hyatt Farber Schreck August 2008 - April 2011
Willkie Farr & Gallagher LLP May 2005 - June 2008
Skills
ERISA, Employee Benefits, Defined Benefit, Defined Contribution, Legal Writing, 401k, Pensions, Litigation, Retirement Planning, COBRA, Commercial Litigation, Due Diligence, Tax, HIPAA, Mergers & Acquisitions, Performance Management, Corporate Law, Legal Research, Securities, Employment Law, Benefits Administration, Interviews, Deferred Compensation, Onboarding
Education
Georgetown University Law Center 2006 — 2008
Master of Laws (LL.M.), Tax Law/Taxation
University of Maryland Francis King Carey School of Law 1999 — 2002
J.D., Law
St. Mary's College of Maryland 1995 — 1999
B.A., Mathematics
Law Office of Jason S. Jeskey, Inc. March 2015 - Present
Global Retirement Partners July 2014 - Present
Retirement Plan Advisory Group October 2013 - July 2014
401(k) Advisors October 2013 - July 2014
401K Advisors May 2011 - July 2014
Brownstein Hyatt Farber Schreck August 2008 - April 2011
Willkie Farr & Gallagher LLP May 2005 - June 2008
Skills
ERISA, Employee Benefits, Defined Benefit, Defined Contribution, Legal Writing, 401k, Pensions, Litigation, Retirement Planning, COBRA, Commercial Litigation, Due Diligence, Tax, HIPAA, Mergers & Acquisitions, Performance Management, Corporate Law, Legal Research, Securities, Employment Law, Benefits Administration, Interviews, Deferred Compensation, Onboarding
Education
Georgetown University Law Center 2006 — 2008
Master of Laws (LL.M.), Tax Law/Taxation
University of Maryland Francis King Carey School of Law 1999 — 2002
J.D., Law
St. Mary's College of Maryland 1995 — 1999
B.A., Mathematics
Bradley Noss's 401(k) Advisors Experience June 2013 - August 2013
Job BC Student
Industry Financial Services
Experience
401(k) Advisors June 2013 - August 2013
All American Fence Erectors June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Social Networking, Financial Analysis, Facebook, Team Leadership, Business Planning
Education
Boston College 2010 — 2014
Bachelors, Business
401(k) Advisors June 2013 - August 2013
All American Fence Erectors June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Social Networking, Financial Analysis, Facebook, Team Leadership, Business Planning
Education
Boston College 2010 — 2014
Bachelors, Business
Greg Faustini Greg Faustini's 401(k) Advisors Experience June 2013 - August 2013
Job Staff Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2014 - Present
Moss Adams LLP January 2014 - April 2014
401(k) Advisors June 2013 - August 2013
Skills
Microsoft Excel, Time Management, Teamwork, Data Analysis, PowerPoint, Microsoft Word, Microsoft Office, QuickBooks, Communication, Customer Service, Finance, Outlook, WordPress
Education
University of Oregon 2010 — 2014
Bachelor of Science (BS), Accounting
Moss Adams LLP October 2014 - Present
Moss Adams LLP January 2014 - April 2014
401(k) Advisors June 2013 - August 2013
Skills
Microsoft Excel, Time Management, Teamwork, Data Analysis, PowerPoint, Microsoft Word, Microsoft Office, QuickBooks, Communication, Customer Service, Finance, Outlook, WordPress
Education
University of Oregon 2010 — 2014
Bachelor of Science (BS), Accounting
Richard VandenBrul,APM,CIMC Richard VandenBrul,APM,CIMC's 401(k) Advisors Experience January 1992 - December 2002
Job Industry Arbitrator at Financial Industry Regulatory Authority
Industry Human Resources
Experience
Richard C VandenBrul Inc November 2009 - Present
Richard C. VandenBrul April 2009 - Present
Financial Industry Regulatory Authority July 2002 - Present
Foresters Equity Services, Inc. October 2010 - June 2012
UBS December 2006 - April 2009
CUNA Mutual Group December 1996 - December 2006
401(k) Advisors January 1992 - December 2002
EFI Actuaries September 1995 - September 1996
ICMA-RC December 1992 - September 1995
Harbor Capital Advisors January 1990 - December 1992
Skills
Sales Management, Innovation, Product Development, 401k, Retirement, Annuities, Insurance, Pensions, Equities, Defined Benefit, Asset Allocation, Retirement Planning, Investments, Wealth Management, Employee Benefits, Mutual Funds, Investment Advisory, Financial Planning, Asset Management, Estate Planning, Securities, Portfolio Management, Funding, Series 7, Due Diligence, Risk Management, Compliance, Fixed Income, Series 63, Loans, Credit, Banking, Executive Management, Bonds, Long Term Care, ERISA, Deferred Compensation, Annuity, Alternative Investments, Financial Advisory, IRA's, Investment Strategies, Term Life Insurance, Retirement Income..., Rainmaker, Credit Unions, Fixed Annuities, Long-term Care, Finance, Business Planning
Education
Golden Gate University, School of Law 1969 — 1971
J.D., Law
Saint John's University School of Law 1967 — 1968
Law
Miami University 1964 — 1967
B.A., History/Economics
Richard C VandenBrul Inc November 2009 - Present
Richard C. VandenBrul April 2009 - Present
Financial Industry Regulatory Authority July 2002 - Present
Foresters Equity Services, Inc. October 2010 - June 2012
UBS December 2006 - April 2009
CUNA Mutual Group December 1996 - December 2006
401(k) Advisors January 1992 - December 2002
EFI Actuaries September 1995 - September 1996
ICMA-RC December 1992 - September 1995
Harbor Capital Advisors January 1990 - December 1992
Skills
Sales Management, Innovation, Product Development, 401k, Retirement, Annuities, Insurance, Pensions, Equities, Defined Benefit, Asset Allocation, Retirement Planning, Investments, Wealth Management, Employee Benefits, Mutual Funds, Investment Advisory, Financial Planning, Asset Management, Estate Planning, Securities, Portfolio Management, Funding, Series 7, Due Diligence, Risk Management, Compliance, Fixed Income, Series 63, Loans, Credit, Banking, Executive Management, Bonds, Long Term Care, ERISA, Deferred Compensation, Annuity, Alternative Investments, Financial Advisory, IRA's, Investment Strategies, Term Life Insurance, Retirement Income..., Rainmaker, Credit Unions, Fixed Annuities, Long-term Care, Finance, Business Planning
Education
Golden Gate University, School of Law 1969 — 1971
J.D., Law
Saint John's University School of Law 1967 — 1968
Law
Miami University 1964 — 1967
B.A., History/Economics
Dylan Kappeler's 401(k) Advisors Experience May 2015 - Present
Job Intern at 401(k) Advisors
Industry Management Consulting
Experience
401(k) Advisors May 2015 - Present
Rockstar Energy Drink August 2014 - May 2015
Kappeler Construction June 2011 - April 2015
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Research, Leadership, Management, Project Management, Time Management, Microsoft Project, Social Media, Construction, Customer Service, Event Planning, Marketing, Social Networking, Public Speaking
Education
California State University-Chico 2012 — 2016
Business Administration and Management, General, Senior
401(k) Advisors May 2015 - Present
Rockstar Energy Drink August 2014 - May 2015
Kappeler Construction June 2011 - April 2015
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Research, Leadership, Management, Project Management, Time Management, Microsoft Project, Social Media, Construction, Customer Service, Event Planning, Marketing, Social Networking, Public Speaking
Education
California State University-Chico 2012 — 2016
Business Administration and Management, General, Senior
Steven Faggiolly, AIF®'s 401(k) Advisors Experience June 2011 - Present
Job Senior Plan Consultant at 401(k) Advisors
Industry Financial Services
Experience
401(k) Advisors June 2011 - Present
Education
California State University-Chico 1995 — 1997
BS
401(k) Advisors June 2011 - Present
Education
California State University-Chico 1995 — 1997
BS
Sara Strasser's 401(k) Advisors Experience May 2011 - September 2015
Job Plan Consultant at Strategic Retirement Partners
Industry Financial Services
Experience
Strategic Retirement Partners September 2015 - Present
401(k) Advisors May 2011 - September 2015
Principal Financial Group January 2001 - March 2011
Skills
401k, Retirement, Defined Benefit, Series 7, ERISA
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Economics
Northern Illinois University - College of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Strategic Retirement Partners September 2015 - Present
401(k) Advisors May 2011 - September 2015
Principal Financial Group January 2001 - March 2011
Skills
401k, Retirement, Defined Benefit, Series 7, ERISA
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Economics
Northern Illinois University - College of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.)
David Brisnehan's 401(k) Advisors Experience February 2012 - February 2014
Job Vice President of Retirement Services and Director of Client Relations USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group February 2014 - Present
401(k) Advisors February 2012 - February 2014
Van Gilder Insurance Corporation September 2007 - January 2012
First Data Corporation March 2006 - September 2007
Accenture January 1999 - March 2005
Skills
Series 7, Finance, Project Management, Financial Analysis, Financial Modeling, Business Development, Financial Reporting, Corporate Finance, Portfolio Management, Forecasting, Strategic Planning, Microsoft Excel, Business Planning, Retirement Planning
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1998
BS, Finance and Accounting
USI Consulting Group February 2014 - Present
401(k) Advisors February 2012 - February 2014
Van Gilder Insurance Corporation September 2007 - January 2012
First Data Corporation March 2006 - September 2007
Accenture January 1999 - March 2005
Skills
Series 7, Finance, Project Management, Financial Analysis, Financial Modeling, Business Development, Financial Reporting, Corporate Finance, Portfolio Management, Forecasting, Strategic Planning, Microsoft Excel, Business Planning, Retirement Planning
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1998
BS, Finance and Accounting
David de Tagyos's 401(k) Advisors Experience July 2013 - Present
Job Director of Investments at 401(k) Advisors Chicago
Industry Financial Services
Experience
401(k) Advisors July 2013 - Present
Goldman Sachs Asset Management 2005 - July 2013
Loyola Academy August 2003 - August 2005
Centennial High School August 2002 - August 2003
Skills
Series 7, Marketing Strategy, Series 63, Asset Allocation, Investments, Asset Managment, Mutual Funds, Investment Strategies
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Finance and Economics
University of Notre Dame 2000 — 2002
MEd, Secondary Education
University of Notre Dame 1996 — 2000
BS, Mathematics
401(k) Advisors July 2013 - Present
Goldman Sachs Asset Management 2005 - July 2013
Loyola Academy August 2003 - August 2005
Centennial High School August 2002 - August 2003
Skills
Series 7, Marketing Strategy, Series 63, Asset Allocation, Investments, Asset Managment, Mutual Funds, Investment Strategies
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Finance and Economics
University of Notre Dame 2000 — 2002
MEd, Secondary Education
University of Notre Dame 1996 — 2000
BS, Mathematics
Brent Hulbert's 401(k) Advisors Experience March 2012 - Present
Job Retirement Plan Consultant at 401(k) Advisors
Industry Financial Services
Experience
401(k) Advisors March 2012 - Present
MassMutual Financial Group April 2011 - March 2012
Holmes Murphy Financial Services April 2010 - April 2011
Farm Bureau Financial Services April 2008 - July 2010
Principal Financial Group January 2006 - February 2008
Principal Financial Group February 2003 - January 2006
Sears.com July 2000 - February 2003
Skills
Insurance, New Business Development, Customer Service, Sales, 401k, Marketing Strategy
Education
Iowa State University 2003 — 2006
MBA, Marketing
Grand View College 1998 — 2002
B.A, Communications
Buena Vista University 1997 — 1998
401(k) Advisors March 2012 - Present
MassMutual Financial Group April 2011 - March 2012
Holmes Murphy Financial Services April 2010 - April 2011
Farm Bureau Financial Services April 2008 - July 2010
Principal Financial Group January 2006 - February 2008
Principal Financial Group February 2003 - January 2006
Sears.com July 2000 - February 2003
Skills
Insurance, New Business Development, Customer Service, Sales, 401k, Marketing Strategy
Education
Iowa State University 2003 — 2006
MBA, Marketing
Grand View College 1998 — 2002
B.A, Communications
Buena Vista University 1997 — 1998
Betsy Roberts's 401(k) Advisors Experience November 2011 - Present
Job Relationship Manager at 401(k) Advisors
Industry Financial Services
Experience
401(k) Advisors November 2011 - Present
Arete Investment Consulting September 2009 - November 2011
American Funds 2001 - 2003
American Funds 1995 - 2001
Skills
Retirement Plan..., Management, Mutual Funds, Asset Allocation, Leadership, Retirement Planning, Series 7, Retirement, Team Leadership, 401k, Financial Services, Investments, Sales, Series 63, Wealth Management, Marketing
Education
Strome College of Business 1993 — 1994
MBA, Marketing
Randolph-Macon College 1989 — 1993
BA, Economics
401(k) Advisors November 2011 - Present
Arete Investment Consulting September 2009 - November 2011
American Funds 2001 - 2003
American Funds 1995 - 2001
Skills
Retirement Plan..., Management, Mutual Funds, Asset Allocation, Leadership, Retirement Planning, Series 7, Retirement, Team Leadership, 401k, Financial Services, Investments, Sales, Series 63, Wealth Management, Marketing
Education
Strome College of Business 1993 — 1994
MBA, Marketing
Randolph-Macon College 1989 — 1993
BA, Economics
Varun Khetan's 401(k) Advisors Experience June 2010 - Present
Job Intern at 401(k) Advisors
Industry Financial Services
Experience
401(k) Advisors June 2010 - Present
Sweet Relief Musicians Fund June 2009 - September 2009
Education
University of California, Irvine 2007 — 2011
Economics, Economics, History, Language
401(k) Advisors June 2010 - Present
Sweet Relief Musicians Fund June 2009 - September 2009
Education
University of California, Irvine 2007 — 2011
Economics, Economics, History, Language
David Scheetz's 401(k) Advisors Experience January 2011 - June 2011
Job Regional Sales Director at OneAmerica Financial Partners, Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. January 2015 - Present
Putnam Investments May 2012 - November 2014
BNY Mellon Asset Management June 2011 - May 2012
401(k) Advisors January 2011 - June 2011
Prudential Financial April 2003 - October 2010
Skills
Investments, Retirement, Series 7, Pensions, Mutual Funds, 401k
Education
Bates College 1978 — 1982
BA, Economics and Math
OneAmerica Financial Partners Inc. January 2015 - Present
Putnam Investments May 2012 - November 2014
BNY Mellon Asset Management June 2011 - May 2012
401(k) Advisors January 2011 - June 2011
Prudential Financial April 2003 - October 2010
Skills
Investments, Retirement, Series 7, Pensions, Mutual Funds, 401k
Education
Bates College 1978 — 1982
BA, Economics and Math
Danielle Heredia's 401(k) Advisors Experience July 2010 - February 2012
Job Hairstylist at Vogue Salon
Industry Consumer Services
Experience
Vogue Salon Administrative AssistantTIAA-CREFFebruary 2012 - January 2013
401(k) Advisors July 2010 - February 2012
Skills
Mutual Funds
Education
Saddleback College 2007 — 2009
California State University-Dominguez Hills
Bachelor of Applied Science (B.A.Sc.)
Vogue Salon Administrative AssistantTIAA-CREFFebruary 2012 - January 2013
401(k) Advisors July 2010 - February 2012
Skills
Mutual Funds
Education
Saddleback College 2007 — 2009
California State University-Dominguez Hills
Bachelor of Applied Science (B.A.Sc.)
Hollie Anderson's 401(k) Advisors Experience February 2002 - June 2010
Job Operations Professional
Industry Financial Services
Experience
401(k) Advisors February 2002 - June 2010
Education
California State Polytechnic University-Pomona 1990 — 1993
Liberal Studies
401(k) Advisors February 2002 - June 2010
Education
California State Polytechnic University-Pomona 1990 — 1993
Liberal Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY