401K Exchange

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401K Exchange Employees

Employee
Years
Job
Industry
Jonathan Pulver Jonathan Pulver West Palm Beach, Florida Area Details
Jonathan Pulver's 401K Exchange Experience October 2001 - September 2012
Job Regional Sales Director at Shoes For Crews
Industry Food & Beverages
Experience
Shoes For Crews  October 2013 - Present
WPB Elks 1352   April 2012 - Present
401K Exchange   October 2001 - September 2012
Planet Smoothie  October 2005 - July 2011

Skills
Management, Strategic Planning, Customer Service, Recruiting, 401k, Budgets, Microsoft Excel, Public Speaking, Microsoft Office, Relationship Management, Portfolio Management, Insurance, Market Research, Team Management, Sales, Team Building

Education
State University of New York College at Buffalo

Tuckahoe High School

Brad Larsen, AIF, PRP Brad Larsen, AIF, PRP Stuart, Florida Details
Brad Larsen, AIF, PRP's 401K Exchange Experience 2000 - 2001
Job Independent Investment Fiduciary at ERISA Fiduciary Advisors, Inc.
Industry Investment Management
Experience
ERISA Fiduciary Advisors, Inc.   May 2009 - Present
House of Hope  June 2009 - August 2011
White Horse Advisors, LLC  February 2007 - May 2008
RSM McGladrey  July 2004 - November 2006
Nationwide Financial  2002 - 2004
Pan-American Life Insurance Company  2001 - 2003
401k Exchange   2000 - 2001
Principal Financial Group  1989 - 1999

Skills
Investment Advisory, Fiduciary Liability, Retirement Solutions, Retirement Plans, 401k, Deferred Compensation, 403b, 457 Plans, Profit Sharing, Defined Benefit, Investments, Retirement, ERISA, Retirement Planning, Financial Advisory, Financial Services, Investment Management, Retirement Plan..., Qualified Retirement..., Insurance, Employee Benefits, Management, Training, Mergers & Acquisitions, Mutual Funds, Strategic Financial..., Pensions, Asset Allocation, Financial Planning, Series 63, Series 7

Education
University of Florida - Warrington College of Business Administration   1981 — 1985
BSBA, Marketing & Risk Management

Martin County High School   1978 — 1981
1981

samantha maitlall samantha maitlall West Palm Beach, Florida Details
samantha maitlall's 401K Exchange Experience January 2010 - January 2012
Job Travel Consultant & Groups Coordinator at PGA National Resort & Spa
Industry Hospitality
Experience
PGA National Resort & Spa  March 2012 - Present
401K Exchange   January 2010 - January 2012
Golden Recovery   January 2006 - January 2010
Karl Corporation   January 2005 - January 2006

Skills
•Customer service, •Microsoft word, •Excel, •Being amicable and..., •Being detail oriented, •Stress management, •Project management, •Computer knowledge, •Meeting deadlines, •Negotiating, •Oral and written..., Follows deadlines, •Closing Skills, •Persistence, •Data Entry Skills, •Telephone Sales, •Customer Focus, Strongly self-motivated, Strong Sales, Sales, Management, Human Resources, Customer Service, Hotels, Accounting, Interviews, Microsoft Excel, New Business Development

Education
Royal Palm Beach High SchoolRoyal
Diploma

MCI Institute of Technology

Olga L. Rogers, REALTOR Olga L. Rogers, REALTOR Hobe Sound, Florida Details
Olga L. Rogers, REALTOR's 401K Exchange Experience August 2007 - November 2007
Job 1ST PRIORITY REALTY | Broker/Owner
Industry Real Estate
Experience
1ST PRIORITY REALTY   March 2015 - Present
Shaklee Corporation  2012 - Present
STERA LLC   October 2008 - Present
Engel & Voelkers Miami  September 2014 - March 2015
Illustrated Properties Real Estate PGA  September 2012 - September 2014
Treasure Coast Global Business Council   January 2012 - January 2013
Tradewind Real Estate Corp   September 2011 - September 2012
Brixen Grosch Associates, Inc   2007 - 2008
401K Exchange   August 2007 - November 2007
Pier Solutions   2006 - 2007

Skills
English, Russian, Real Estate, Real Estate Investment, Investment Properties, International Real..., Luxury, Waterfront, Rentals, Investors, Property, First Time Home Buyers, New Home Sales, Vacation Homes, Selling, Real Estate Transactions, Buyer Representation, Residential Homes, Single Family Homes, Real Property, Condos, Listings, Referrals, Move Up Buyers, Relocation Buyers, National Association of..., New Homes, Relocation, Sellers, Foreclosures, Short Sales, REO, Buyers, Property Management, Home Staging, Contract Negotiation, Negotiation, Sales

Education
University of Phoenix   2009 — 2015
MBA, Marketing

Gomel'ski Dzjaržauny Universitet imja Franciska Skarany   1989 — 1995
Bachelor's degree

#11

bree rackley bree rackley West Palm Beach, Florida Area Details
bree rackley's 401K Exchange Experience March 2011 - April 2012
Job Freelance Content/Copywriter/Social Media Manager & Ambassador at Hootsuite Media Inc.
Industry Internet
Experience
Hootsuite Media Inc.  August 2015 - Present
Freelance Content/Copywriter & Social Media Manager   March 2011 - Present
Elite Strategies   December 2014 - March 2015
Florida Singles   April 2012 - November 2014
401K Exchange   March 2011 - April 2012
Strategic Legal Web   March 2011 - March 2012
Firefly Travel   April 2011 - August 2011
First Class Vacations  March 2010 - January 2011
Krikorian   October 2009 - January 2010
Grotto   March 2007 - September 2008

Skills
Social Media, SEO copywriting, Web Content Optimization, Branding, Content Writing, HootSuite, Copywriting, Web Content Creation, Marketing Copy, Graphics, Web Content, Social Media Blogging, Promotional Copy, Social Media Marketing, Brand Management, Social Media Consulting, Blogging, Branding & Identity, Writing, Marketing, Training, Public Relations, Management, Budgets, Advertising, Hiring, Press Releases, Microsoft Office, Sales, Customer Service, Recruiting, Human Resources, Coaching, Sales Management, Office Management, Microsoft Word, Food, CRM, Salesforce.com, Process Scheduler, Data Entry, Facebook, Content Management, Social Networking

Education
Kean University   1999 — 2001
Psychology

Montgomery College   1996 — 1997
Psychology

Columbia Union College   1995 — 1996
English/Pre-Law

Hackettstown H.S.

Jeri Frye Jeri Frye Lake Worth, Florida Details
Jeri Frye's 401K Exchange Experience March 2000 - August 2002
Job Agency Assistant to Ronald S. Kantin
Industry Financial Services
Experience
Edwards and Company  February 2013 - Present
Ronald S. Kantin   October 2012 - Present
MetLife Insurance Co  September 2007 - October 2012
Liberty National Life Ins. Co  September 2004 - September 2007
Northwestern Mutual Financial Services  September 2002 - August 2004
401K Exchange   March 2000 - August 2002
Lytal & Reiter  March 1990 - June 1998

Skills
Insurance Agents, Administrative Support, Switchboard Operator, Office Administration, Calendaring, Administrative..., Human Resources, Insurance Brokerage, Telephone Skills, Administrative Work, Medical Billing, Data Entry, Administration, Administrative..., Sales

Education
Florida State College at Jacksonville   2009 — 2009
2-15 License, FL Life, Health & Variable Annuity Licensing

South College   1988 — 1989
Admin/Exec Secretary Certificates

Forest Hill High School   1985 — 1988
Diploma

Lindsey Bader Lindsey Bader Palm Beach Gardens, Florida Details
Lindsey Bader's 401K Exchange Experience May 2003 - August 2006
Job Sales And Marketing Manager at The Capital Grille
Industry Hospitality
Experience
The Capital Grille  February 2012 - Present
The Capital Grille  June 2011 - February 2012
National Golf Foundation  August 2008 - June 2011
The Capital Grille  August 2008 - June 2011
Abercrombie & Fitch  December 2007 - April 2008
Tropical Smoothie Café  February 2001 - August 2007
401K Exchange   May 2003 - August 2006
Stetson University  August 2003 - May 2005

Skills
Customer Service, Sales, Marketing, Management, Event Planning, Event Management, Marketing Strategy, Social Networking, Social Media, Social Media Marketing

Education
Stetson University   2003 — 2007
Bachelor of Arts, Psychology

Stetson University

Jacob Chandler Jacob Chandler Greensboro/Winston-Salem, North Carolina Area Details
Jacob Chandler's 401K Exchange Experience January 2012 - Present
Job Market Research Associate at 401K Exchange
Industry Financial Services
Experience
401K Exchange   January 2012 - Present
Cardinal Golf and Country Club   March 2010 - November 2011
Merrill Lynch  May 2009 - August 2009
Grandover Resort  August 2007 - August 2009

Education
University of North Carolina at Greensboro   2006 — 2011
B.S., Finance

Highlands High School   2002 — 2006

Troy Tretola Troy Tretola Pompano Beach, Florida Details
Troy Tretola's 401K Exchange Experience April 2006 - August 2010
Job Nutritionist & Clinical Dietitian Radiation Oncology; Fitness Enthusiast; Cultivator of Awesomeness
Industry Health, Wellness and Fitness
Experience
South Florida Radiation Oncology  October 2014 - Present
CrossFit Port Saint Lucie   March 2011 - December 2013
401K Exchange   April 2006 - August 2010
US Army  July 1999 - November 2003

Skills
Public Speaking, Customer Service, Nutritional Counseling, Strategic Planning, Microsoft Office, Microsoft Excel, Nutrition Education, Clinical Nutrition, Presentation Skills, Management, Recruiting, Salesforce.com, Client Services, Cold Calling, Lead Generation, Sales Presentations, Nutrition, Leadership, Small Business

Education
Keiser University   2011 — 2014
Bachelor's degree, Dietetics and Clinical Nutrition Services

Keiser University-Ft Lauderdale
Bachelor's degree, Dietetics and Clinical Nutrition Services

Ellen Libfeld Ellen Libfeld West Palm Beach, Florida Area Details
Ellen Libfeld's 401K Exchange Experience May 2011 - August 2012
Job Director, Consulting Connections
Industry Insurance
Experience
Retirement Plan Ratings   September 2012 - Present
401K Exchange   May 2011 - August 2012
Greater Ft. Lauderdale Chamber of Commerce   February 1998 - February 2001
American Electronics Association  May 1995 - May 1998
Goldline Laboratories   February 1991 - May 1995

Education
Long Island University, C.W. Post Campus
M.S., Education

Monmouth University
B.A., Psychology

New York Institute of Technology-Old Westbury
MBA, Business - Labor Relations