Acceleration Retirement
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Acceleration Retirement Employees
Employee
Years
Job
Industry
Paige Childress Paige Childress's Acceleration Retirement Experience May 2015 - Present
Job Director of Data and Product Development at Acceleration Retirement
Industry Financial Services
Experience
Acceleration Retirement May 2015 - Present
Acceleration Retirement May 2014 - Present
J.P. Morgan May 2013 - May 2014
J.P. Morgan April 2012 - May 2013
Cres Management July 2011 - February 2012
Skills
Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Data Analysis, Accounting, Business Analysis, Process Improvement, Time Management, Project Management, Outlook, Critical Thinking, Social Media, Recruiting, Teamwork, Finance, Cost Reporting, Microsoft Word, Financial Reporting, Customer Service, Apartments, Leases, Trend Analysis, Securities, Fund Accounting, Financial Accounting, Financial Risk, Databases, Risk Management, Microsoft SQL Server, Microsoft Dynamics, Salesforce.com
Education
The University of Texas at Arlington 2009 — 2013
BBA Finance, Finance, General
The University of Texas at Arlington 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Acceleration Retirement May 2015 - Present
Acceleration Retirement May 2014 - Present
J.P. Morgan May 2013 - May 2014
J.P. Morgan April 2012 - May 2013
Cres Management July 2011 - February 2012
Skills
Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Data Analysis, Accounting, Business Analysis, Process Improvement, Time Management, Project Management, Outlook, Critical Thinking, Social Media, Recruiting, Teamwork, Finance, Cost Reporting, Microsoft Word, Financial Reporting, Customer Service, Apartments, Leases, Trend Analysis, Securities, Fund Accounting, Financial Accounting, Financial Risk, Databases, Risk Management, Microsoft SQL Server, Microsoft Dynamics, Salesforce.com
Education
The University of Texas at Arlington 2009 — 2013
BBA Finance, Finance, General
The University of Texas at Arlington 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Audra Stuckey Audra Stuckey's Acceleration Retirement Experience 2011 - 2014
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Acceleration Retirement 2011 - 2014
Addage Staffing June 2011 - September 2011
Silverleaf Resorts May 2008 - May 2010
Dallas Symphony Orchestra March 2006 - May 2008
Metro One Telcom January 2001 - July 2005
Ticketmaster October 1996 - September 2000
Skills
Lead Generation, Client Services, Telemarketing
Education
El Centro College 2013 — 2015
North Dallas High School 1987 — 1991
Acceleration Retirement 2011 - 2014
Addage Staffing June 2011 - September 2011
Silverleaf Resorts May 2008 - May 2010
Dallas Symphony Orchestra March 2006 - May 2008
Metro One Telcom January 2001 - July 2005
Ticketmaster October 1996 - September 2000
Skills
Lead Generation, Client Services, Telemarketing
Education
El Centro College 2013 — 2015
North Dallas High School 1987 — 1991
Sean Kremin Sean Kremin's Acceleration Retirement Experience January 2013 - August 2014
Job Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
New York Life Insurance Company September 2014 - April 2015
Acceleration Retirement January 2013 - August 2014
Park West Gallery August 2009 - January 2013
Ameriprise Financial Services, Inc August 2005 - January 2008
David Lerner Associates, Inc October 2001 - August 2005
CIBC World Markets Corp December 2000 - September 2001
Morgan Taylor August 2000 - December 2000
Skills
Sales Management, Sales, Investments, Investment Advisory, Insurance, Life & Health Insurance..., Series 7, Series 63, Sales Rep Training, Public Speaking, Team Leadership, Marketing Strategy, Direct Sales, Sales Presentations, Marketing, Lead Generation, Management, Entrepreneurship, Salesforce.com, Strategic Partnerships, New Business Development, Sales Process, Social Media Marketing, Strategic Planning, Small Business, Leadership, Finance
Education
State University of New York at Albany 1996 — 2000
B.S, Human Biology
Fidelity Investments May 2015 - Present
New York Life Insurance Company September 2014 - April 2015
Acceleration Retirement January 2013 - August 2014
Park West Gallery August 2009 - January 2013
Ameriprise Financial Services, Inc August 2005 - January 2008
David Lerner Associates, Inc October 2001 - August 2005
CIBC World Markets Corp December 2000 - September 2001
Morgan Taylor August 2000 - December 2000
Skills
Sales Management, Sales, Investments, Investment Advisory, Insurance, Life & Health Insurance..., Series 7, Series 63, Sales Rep Training, Public Speaking, Team Leadership, Marketing Strategy, Direct Sales, Sales Presentations, Marketing, Lead Generation, Management, Entrepreneurship, Salesforce.com, Strategic Partnerships, New Business Development, Sales Process, Social Media Marketing, Strategic Planning, Small Business, Leadership, Finance
Education
State University of New York at Albany 1996 — 2000
B.S, Human Biology
Karen Polvinen Karen Polvinen's Acceleration Retirement Experience January 2011 - May 2012
Job Marketing Specialist at Progressive Manufacturing Ideas Eng'
Industry Computer Software
Experience
Progressive Manufacturing Ideas Eng April 2014 - Present
Teletrac July 2012 - November 2013
Acceleration Retirement January 2011 - May 2012
Impact 4 Kids March 2010 - December 2010
Loislaw January 2009 - August 2009
Securus Technologies December 2005 - February 2008
Continental Wingate 1998 - 2004
Atlantic Data Systems, Transaction Info System, Positions 1992 - 1998
Skills
New Business Development, Sales Operations, Contract Negotiation, Sales, Leadership, CRM, Negotiation, Cold Calling, Sales Management, Telecommunications, Customer Retention, Customer Service
Education
Northeastern University
Progressive Manufacturing Ideas Eng April 2014 - Present
Teletrac July 2012 - November 2013
Acceleration Retirement January 2011 - May 2012
Impact 4 Kids March 2010 - December 2010
Loislaw January 2009 - August 2009
Securus Technologies December 2005 - February 2008
Continental Wingate 1998 - 2004
Atlantic Data Systems, Transaction Info System, Positions 1992 - 1998
Skills
New Business Development, Sales Operations, Contract Negotiation, Sales, Leadership, CRM, Negotiation, Cold Calling, Sales Management, Telecommunications, Customer Retention, Customer Service
Education
Northeastern University
Matt Friess Matt Friess's Acceleration Retirement Experience May 2009 - June 2013
Job ChemCare Sales Manager
Industry Chemicals
Experience
Univar September 2013 - Present
MF Business Advisors July 2013 - Present
Acceleration Retirement May 2009 - June 2013
Fidelity Investments August 2006 - August 2008
Credit Union of Texas August 2004 - August 2006
Today Newspapers 1994 - 1996
Skills
Sales, Relationship Management, Leadership, New Business Development, Training, Strategic Planning
Education
Texas Tech University - Rawls College of Business 2001 — 2002
MBA
Oklahoma State University 1990 — 1994
BS
Univar September 2013 - Present
MF Business Advisors July 2013 - Present
Acceleration Retirement May 2009 - June 2013
Fidelity Investments August 2006 - August 2008
Credit Union of Texas August 2004 - August 2006
Today Newspapers 1994 - 1996
Skills
Sales, Relationship Management, Leadership, New Business Development, Training, Strategic Planning
Education
Texas Tech University - Rawls College of Business 2001 — 2002
MBA
Oklahoma State University 1990 — 1994
BS
Emily Perdoni Emily Perdoni's Acceleration Retirement Experience January 2010 - August 2011
Job Vice President Account Executive Workplace Investing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Acceleration Retirement January 2010 - August 2011
Fidelity Investments September 2006 - February 2009
Fidelity Investments June 2005 - September 2006
Loomis Sayles May 2004 - June 2005
Capital Resource Partners January 2003 - May 2004
Northeastern University 2001 - 2003
Skills
Investments, Equities, Pricing, Negotiation, Research, 401k, Asset Allocation, Retirement
Education
Georgia Institute of Technology 1995 — 2000
Bachelor's Degree, Finance
Georgia Institute of Technology - Georgia Tech College of Management 1995 — 2000
BS, Business Management
Fidelity Investments August 2011 - Present
Acceleration Retirement January 2010 - August 2011
Fidelity Investments September 2006 - February 2009
Fidelity Investments June 2005 - September 2006
Loomis Sayles May 2004 - June 2005
Capital Resource Partners January 2003 - May 2004
Northeastern University 2001 - 2003
Skills
Investments, Equities, Pricing, Negotiation, Research, 401k, Asset Allocation, Retirement
Education
Georgia Institute of Technology 1995 — 2000
Bachelor's Degree, Finance
Georgia Institute of Technology - Georgia Tech College of Management 1995 — 2000
BS, Business Management
Robert Axtell Robert Axtell's Acceleration Retirement Experience November 2012 - Present
Job Client Relations. Diverse experience in business and finance and a passion for excellence.
Industry Investment Banking
Experience
Generational Equity, LLC. February 2013 - Present
Acceleration Retirement November 2012 - Present
Skills
New Business Development, Lead Generation, Sales, Strategic Planning, Business Strategy, Marketing, Start-ups, Territory Management, Sales Management, Retail Marketing, Opening New Accounts, Financial Statement..., Customer Satisfaction, Business Development, Marketing Strategy, Entrepreneurship, Strategy, Business Planning, CRM, B2B, Management
Education
University of Nebraska-Lincoln 1971 — 1974
Bachelor's Degree, Accounting and Finance, 3.75
Generational Equity, LLC. February 2013 - Present
Acceleration Retirement November 2012 - Present
Skills
New Business Development, Lead Generation, Sales, Strategic Planning, Business Strategy, Marketing, Start-ups, Territory Management, Sales Management, Retail Marketing, Opening New Accounts, Financial Statement..., Customer Satisfaction, Business Development, Marketing Strategy, Entrepreneurship, Strategy, Business Planning, CRM, B2B, Management
Education
University of Nebraska-Lincoln 1971 — 1974
Bachelor's Degree, Accounting and Finance, 3.75
Phyllis Rogers Phyllis Rogers's Acceleration Retirement Experience November 2010 - February 2011
Job Plan Account Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement February 2015 - Present
Rogers Consulting Enterprise LLC September 2009 - February 2015
The Training Associates March 2012 - August 2012
Acceleration Retirement November 2010 - February 2011
Fidelity Investments June 2006 - February 2009
TIAA-CREF February 2006 - June 2007
Fidelity Investments February 2005 - December 2005
Countrywide Bank December 2003 - July 2004
CitiStreet Associates, LLC January 1991 - December 2002
Skills
Facilitation, Presentations, Qualfied Retirement..., Member of Toastmasters, Compliance, Instructor-led Training, Classroom Delivery, Adult Education, Implemtation Tech..., Client Relationship..., Financial Services, Licensed Life Insurance..., Benefits Administration, Voluntary Employee..., Executive Consultation, Business Development, Consultative Sales..., Project Management, Compliance Monitoring, Retirement Planning, Asset Retention, Organizational..., Strategic Partnerships, Identifying Sales..., Fiduciary Management, Sales, Marketing, Mergers & Acquisitions, Workshop Facilitation, Change Management, Leadership, Management, Strategic Planning, 401k, CRM, Training, Retirement, Investments, Strategy, Mutual Funds, Insurance, Fixed Annuities, Wealth Management, Business Planning, Asset Allocation, Consulting, Series 63, Series 6, Life Insurance, Defined Contribution
Education
Walden University 2014 — 2015
Bachelor's Degree, B.S. Business Communication
Boston University 1977 — 1979
EMPOWER Retirement February 2015 - Present
Rogers Consulting Enterprise LLC September 2009 - February 2015
The Training Associates March 2012 - August 2012
Acceleration Retirement November 2010 - February 2011
Fidelity Investments June 2006 - February 2009
TIAA-CREF February 2006 - June 2007
Fidelity Investments February 2005 - December 2005
Countrywide Bank December 2003 - July 2004
CitiStreet Associates, LLC January 1991 - December 2002
Skills
Facilitation, Presentations, Qualfied Retirement..., Member of Toastmasters, Compliance, Instructor-led Training, Classroom Delivery, Adult Education, Implemtation Tech..., Client Relationship..., Financial Services, Licensed Life Insurance..., Benefits Administration, Voluntary Employee..., Executive Consultation, Business Development, Consultative Sales..., Project Management, Compliance Monitoring, Retirement Planning, Asset Retention, Organizational..., Strategic Partnerships, Identifying Sales..., Fiduciary Management, Sales, Marketing, Mergers & Acquisitions, Workshop Facilitation, Change Management, Leadership, Management, Strategic Planning, 401k, CRM, Training, Retirement, Investments, Strategy, Mutual Funds, Insurance, Fixed Annuities, Wealth Management, Business Planning, Asset Allocation, Consulting, Series 63, Series 6, Life Insurance, Defined Contribution
Education
Walden University 2014 — 2015
Bachelor's Degree, B.S. Business Communication
Boston University 1977 — 1979
Todd Jenkins, AIF® Todd Jenkins, AIF®'s Acceleration Retirement Experience January 2009 - Present
Job Executive Vice President
Industry Marketing and Advertising
Experience
Acceleration Retirement January 2009 - Present
Fidelity Investments August 2005 - June 2008
Nationwide Insurance 2002 - 2005
Skills
Sales Process, 401k, Direct Marketing, Closing Skills, Telemarketing, Mass Marketing, Strategic Planning, Money Management, Insurance, Strategic Communications, Email Marketing, Seminar Speaker, Lead Generation, Start-ups, Public Speaking, Outsourcing, Sales, Marketing, Mutual Funds, Sales Management, Retirement, Cold Calling, Strategy, Coaching, Training, Management, Series 63, Financial Services, Project Management, Marketing Strategy, Financial Advisory, Relationship Management, Retirement Planning, New Business Development, Consulting, Selling Skills, CRM, Investments, Salesforce.com, Series 7, Selling, Strategic Partnerships
Education
Texas Tech University - Rawls College of Business 1998 — 2002
Bachelors, Finance / RealEstate
Acceleration Retirement January 2009 - Present
Fidelity Investments August 2005 - June 2008
Nationwide Insurance 2002 - 2005
Skills
Sales Process, 401k, Direct Marketing, Closing Skills, Telemarketing, Mass Marketing, Strategic Planning, Money Management, Insurance, Strategic Communications, Email Marketing, Seminar Speaker, Lead Generation, Start-ups, Public Speaking, Outsourcing, Sales, Marketing, Mutual Funds, Sales Management, Retirement, Cold Calling, Strategy, Coaching, Training, Management, Series 63, Financial Services, Project Management, Marketing Strategy, Financial Advisory, Relationship Management, Retirement Planning, New Business Development, Consulting, Selling Skills, CRM, Investments, Salesforce.com, Series 7, Selling, Strategic Partnerships
Education
Texas Tech University - Rawls College of Business 1998 — 2002
Bachelors, Finance / RealEstate
Dacyl Armendariz's Acceleration Retirement Experience September 2009 - March 2011
Job External Communications Manager at car2go
Industry Public Relations and Communications
Experience
car2go N.A., LLC February 2015 - Present
Lois Paul and Partners 2014 - January 2015
Fons PR 2010 - 2014
Acceleration Retirement September 2009 - March 2011
Fidelity Investments February 2007 - August 2009
Charles Schwab May 2006 - February 2007
Fidelity Investments June 2004 - May 2006
Skills
Program Management, Sales, Strategic Planning, Social Media, Public Speaking, Public Relations, Marketing, Project Management, Marketing Strategy, Event Management, Event Planning, New Business Development, Account Management, Cross-functional Team..., Social Networking, Social Media Marketing, Digital Marketing, Marketing Communications, Integrated Marketing, Facebook, Copywriting, Media Relations, Strategic Communications, Media Outreach, Press Releases, Publicity, Corporate Communications, Digital Media
Education
Texas A&M University 1999 — 2004
B.S., Economics
car2go N.A., LLC February 2015 - Present
Lois Paul and Partners 2014 - January 2015
Fons PR 2010 - 2014
Acceleration Retirement September 2009 - March 2011
Fidelity Investments February 2007 - August 2009
Charles Schwab May 2006 - February 2007
Fidelity Investments June 2004 - May 2006
Skills
Program Management, Sales, Strategic Planning, Social Media, Public Speaking, Public Relations, Marketing, Project Management, Marketing Strategy, Event Management, Event Planning, New Business Development, Account Management, Cross-functional Team..., Social Networking, Social Media Marketing, Digital Marketing, Marketing Communications, Integrated Marketing, Facebook, Copywriting, Media Relations, Strategic Communications, Media Outreach, Press Releases, Publicity, Corporate Communications, Digital Media
Education
Texas A&M University 1999 — 2004
B.S., Economics
Steve Jenks's Acceleration Retirement Experience May 2009 - October 2011
Job Chief Marketing Officer, Empower Retirement and Great West Financial
Industry Financial Services
Experience
Empower Retirement and Great-West Financial September 2014 - Present
Putnam Investments October 2011 - September 2014
Acceleration Retirement May 2009 - October 2011
Stable Two Financial, LLC March 2009 - May 2010
Fidelity Investments August 1992 - March 2009
Fidelity Investments May 2005 - November 2007
Fidelity Investments October 2004 - May 2005
Fidelity Investments January 2003 - October 2004
Fidelity Investments March 2000 - December 2002
Fidelity Investments May 1998 - February 2000
Skills
Product Marketing, Marketing Management, Strategic Leadership, Strategy, CRM, Start-ups, Investments, Leadership, New Business Development, Analytics, Product Development, Lead Generation, Mergers & Acquisitions, Product Management, Marketing Strategy, Financial Services, Management, Retirement, Mutual Funds, Marketing, Relationship Management, Finance
Education
Indiana University - Kelley School of Business 1986 — 1990
Bachelor of Science, Business Analysis
Empower Retirement and Great-West Financial September 2014 - Present
Putnam Investments October 2011 - September 2014
Acceleration Retirement May 2009 - October 2011
Stable Two Financial, LLC March 2009 - May 2010
Fidelity Investments August 1992 - March 2009
Fidelity Investments May 2005 - November 2007
Fidelity Investments October 2004 - May 2005
Fidelity Investments January 2003 - October 2004
Fidelity Investments March 2000 - December 2002
Fidelity Investments May 1998 - February 2000
Skills
Product Marketing, Marketing Management, Strategic Leadership, Strategy, CRM, Start-ups, Investments, Leadership, New Business Development, Analytics, Product Development, Lead Generation, Mergers & Acquisitions, Product Management, Marketing Strategy, Financial Services, Management, Retirement, Mutual Funds, Marketing, Relationship Management, Finance
Education
Indiana University - Kelley School of Business 1986 — 1990
Bachelor of Science, Business Analysis
Sarhad Nerway's Acceleration Retirement Experience June 2014 - Present
Job Lead Business Analyst/Data Analyst
Industry Financial Services
Experience
Acceleration Retirement June 2014 - Present
J.P. Morgan December 2011 - July 2014
Transamerica May 2011 - August 2011
Skills
Financial Analysis, Analysis, Process Improvement, Microsoft Excel, Account Reconciliation, Accounting, Access, Variance Analysis, Management, Finance, Data Analysis, Financial Reporting, Financial Modeling, Reporting & Analysis, Financial Accounting, Operating Systems, SQL, Visio, PowerPoint, Strategic Financial..., VBA, Business Analysis, Corporate Finance, Fund Accounting, Financial Statements, Business Requirements, General Ledger, Financial Statement..., Bloomberg, Bloomberg Terminal, Financial Services, Investment Banking, Balance Sheet, Vlookup, Pivot Tables, Ad Hoc Reporting, Business Objects, Systems Analysis, Presentations, Analytics, Business Process..., Internal Controls, MS Excel Pivot Tables, Macro, Spreadsheets, Financial Systems, Client Expectations..., Client Relations, Microsoft Dynamics, Salesforce.com...
Education
The University of Texas at Dallas 2009 — 2012
Bachelor of Science (BS), Accounting and Finance
Acceleration Retirement June 2014 - Present
J.P. Morgan December 2011 - July 2014
Transamerica May 2011 - August 2011
Skills
Financial Analysis, Analysis, Process Improvement, Microsoft Excel, Account Reconciliation, Accounting, Access, Variance Analysis, Management, Finance, Data Analysis, Financial Reporting, Financial Modeling, Reporting & Analysis, Financial Accounting, Operating Systems, SQL, Visio, PowerPoint, Strategic Financial..., VBA, Business Analysis, Corporate Finance, Fund Accounting, Financial Statements, Business Requirements, General Ledger, Financial Statement..., Bloomberg, Bloomberg Terminal, Financial Services, Investment Banking, Balance Sheet, Vlookup, Pivot Tables, Ad Hoc Reporting, Business Objects, Systems Analysis, Presentations, Analytics, Business Process..., Internal Controls, MS Excel Pivot Tables, Macro, Spreadsheets, Financial Systems, Client Expectations..., Client Relations, Microsoft Dynamics, Salesforce.com...
Education
The University of Texas at Dallas 2009 — 2012
Bachelor of Science (BS), Accounting and Finance