Alliance Benefit Group
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Alliance Benefit Group Employees
Employee
Years
Job
Industry
Yohannes Arega. MBA Yohannes Arega. MBA's Alliance Benefit Group Experience February 2006 - January 2008
Job Counterparty Due Dilligence Analyst at BP
Industry Oil & Energy
Experience
BP August 2014 - Present
JPMorgan Chase January 2013 - August 2014
Next Financial Group January 2008 - January 2012
Alliance Benefit Group February 2006 - January 2008
Morgan Stanley DW January 2005 - February 2006
Merrill Lynch June 2004 - December 2004
Skills
Series 7, Series 24, Series 66, Investments, Mutual Funds, Securities, Retirement Planning, Wealth Management, Strategic Financial..., Series 63, Fixed Annuities, Asset Managment, Asset Allocation, ETFs, Series 6, Portfolio Management, FINRA, Investment Advisory, Retirement, Investment Strategies, 401k, Alternative Investments, Financial Advisory, Uniform Combined State..., Banking, Financial Risk, Finance, Financial Analysis, AML, Anti Money Laundering, Risk Management, Asset Management, Financial Planning
Education
Tulane University 2008 — 2010
MBA, Finance
University of Houston 2000 — 2004
Bachelor of Science, Economics
BP August 2014 - Present
JPMorgan Chase January 2013 - August 2014
Next Financial Group January 2008 - January 2012
Alliance Benefit Group February 2006 - January 2008
Morgan Stanley DW January 2005 - February 2006
Merrill Lynch June 2004 - December 2004
Skills
Series 7, Series 24, Series 66, Investments, Mutual Funds, Securities, Retirement Planning, Wealth Management, Strategic Financial..., Series 63, Fixed Annuities, Asset Managment, Asset Allocation, ETFs, Series 6, Portfolio Management, FINRA, Investment Advisory, Retirement, Investment Strategies, 401k, Alternative Investments, Financial Advisory, Uniform Combined State..., Banking, Financial Risk, Finance, Financial Analysis, AML, Anti Money Laundering, Risk Management, Asset Management, Financial Planning
Education
Tulane University 2008 — 2010
MBA, Finance
University of Houston 2000 — 2004
Bachelor of Science, Economics
Vanessa Tucker-DeShields Vanessa Tucker-DeShields's Alliance Benefit Group Experience February 2009 - July 2009
Job Healthcare Recruiter
Industry Hospital & Health Care
Experience
Healthcare Recruiter April 2015 - Present
Carolinas Healthcare System October 2011 - April 2012
Alliance Benefit Group February 2009 - July 2009
The Nolan Company November 2000 - January 2009
Skills
PeopleSoft, Customer Service, Recruiting, Human Resources, Employee Benefits, Management, Microsoft Office, Microsoft Excel, Healthcare, Accounting, Account Reconciliation, Leave of Absence, Interviews, 401k, Retirement, Defined Benefit, Pensions, Appointment Scheduling, Taleo, FMLA, Coaching, Hiring, Leadership, Process Improvement, Training, Team Building
Education
Park University 2009 — 2011
Masters, Healthcare Administration
Friends University 2007 — 2008
B.S., Organizational Management & Leadership
Healthcare Recruiter April 2015 - Present
Carolinas Healthcare System October 2011 - April 2012
Alliance Benefit Group February 2009 - July 2009
The Nolan Company November 2000 - January 2009
Skills
PeopleSoft, Customer Service, Recruiting, Human Resources, Employee Benefits, Management, Microsoft Office, Microsoft Excel, Healthcare, Accounting, Account Reconciliation, Leave of Absence, Interviews, 401k, Retirement, Defined Benefit, Pensions, Appointment Scheduling, Taleo, FMLA, Coaching, Hiring, Leadership, Process Improvement, Training, Team Building
Education
Park University 2009 — 2011
Masters, Healthcare Administration
Friends University 2007 — 2008
B.S., Organizational Management & Leadership
Tim Struck Tim Struck's Alliance Benefit Group Experience January 1994 - January 2001
Job Director of Retirement Plan Consulting at Envoy Financial
Industry Financial Services
Experience
Envoy Financial July 2015 - Present
Alliance Benefit Group North Central States, Inc. January 2003 - July 2015
Alliance Benefit Group North Central States, Inc. January 2001 - January 2003
Alliance Benefit Group January 1994 - January 2001
Independent Service Company, Inc October 1992 - August 1995
INDEPENDENT SERVICE COMPANY January 1992 - January 1994
Skills
Retirement, 401k, Investment Advisory, Administration, Pensions, Employee Benefits
Education
Southwestern Company Sales School & Training 1988 — 2000
College for Financial Planning 1999 — 1999
Chartered Retirement Plan Specialist (CRPS), Financial
Bemidji State University 1987 — 1992
Business Administration, Finance
ALHS 1984 — 1987
Envoy Financial July 2015 - Present
Alliance Benefit Group North Central States, Inc. January 2003 - July 2015
Alliance Benefit Group North Central States, Inc. January 2001 - January 2003
Alliance Benefit Group January 1994 - January 2001
Independent Service Company, Inc October 1992 - August 1995
INDEPENDENT SERVICE COMPANY January 1992 - January 1994
Skills
Retirement, 401k, Investment Advisory, Administration, Pensions, Employee Benefits
Education
Southwestern Company Sales School & Training 1988 — 2000
College for Financial Planning 1999 — 1999
Chartered Retirement Plan Specialist (CRPS), Financial
Bemidji State University 1987 — 1992
Business Administration, Finance
ALHS 1984 — 1987
Tracy L St John's Alliance Benefit Group Experience July 2003 - September 2010
Job Experienced and Encouraging Financial Advisor offering Hourly, FeeOnly Financial Planning & Investment Management
Industry Financial Services
Experience
Financial Avenues May 2010 - Present
Alliance Benefit Group July 2003 - September 2010
H&R Block 2005 - 2006
Commerce Trust Company May 1997 - July 2003
Commerce Trust Company January 1997 - April 1997
Kemper Service Company 1991 - December 1996
Skills
Retirement Planning, 401k, Investments, Asset Allocation, Estate Planning, Financial Planning, Retirement Income..., Budgeting, Cash Flow Management, Portfolio Management, Insurance Reviews, Social Security...
Education
Kansas State University 2002 — 2004
MS
Birmingham-Southern College 1984 — 1988
BS
Financial Avenues May 2010 - Present
Alliance Benefit Group July 2003 - September 2010
H&R Block 2005 - 2006
Commerce Trust Company May 1997 - July 2003
Commerce Trust Company January 1997 - April 1997
Kemper Service Company 1991 - December 1996
Skills
Retirement Planning, 401k, Investments, Asset Allocation, Estate Planning, Financial Planning, Retirement Income..., Budgeting, Cash Flow Management, Portfolio Management, Insurance Reviews, Social Security...
Education
Kansas State University 2002 — 2004
MS
Birmingham-Southern College 1984 — 1988
BS
Anna Sergunina, CFP® Anna Sergunina, CFP®'s Alliance Benefit Group Experience January 2006 - July 2006
Job President/CEO at MainStreet Financial Planning, Inc
Industry Financial Services
Experience
MainStreet Financial Planning, Inc July 2006 - Present
College Savings Plans of Maryland September 2007 - June 2010
Alliance Benefit Group January 2006 - July 2006
Salomon Smith Barney January 2004 - December 2004
Education
Towson University 2001 — 2004
MainStreet Financial Planning, Inc July 2006 - Present
College Savings Plans of Maryland September 2007 - June 2010
Alliance Benefit Group January 2006 - July 2006
Salomon Smith Barney January 2004 - December 2004
Education
Towson University 2001 — 2004
Cary Rothschild's Alliance Benefit Group Experience April 2011 - January 2012
Job Renovation Consultant at Marketplace Home Mortgage NMLS#964920
Industry Banking
Experience
Marketplace Home Mortgage January 2015 - Present
Wells Fargo Home Mortgage July 2014 - January 2015
PrimeLending March 2014 - July 2014
Nationstar Mortgage March 2013 - March 2014
Edward Jones Mortgage August 2012 - March 2013
Alliance Benefit Group April 2011 - January 2012
The Bancorp Bank October 2008 - May 2011
Mortgage Services III January 2008 - October 2008
Indymac Bank May 2005 - December 2007
Voyager Financial Services Corporation November 2003 - May 2005
Skills
Refinance, Mortgage Lending, Mortgage Banking, Finance, Sales, Salesforce.com, Leadership, Marketing, First Time Home Buyers, New Home Purchase, FHA financing, Selling, Customer Experience, Loans, Benefits Administration
Education
Cardinal Stritch University 1997 — 2001
MBA, Business
University of Minnesota-Twin Cities 1983 — 1985
Biology
University of Illinois at Urbana-Champaign 1980 — 1983
Microbiology
Marketplace Home Mortgage January 2015 - Present
Wells Fargo Home Mortgage July 2014 - January 2015
PrimeLending March 2014 - July 2014
Nationstar Mortgage March 2013 - March 2014
Edward Jones Mortgage August 2012 - March 2013
Alliance Benefit Group April 2011 - January 2012
The Bancorp Bank October 2008 - May 2011
Mortgage Services III January 2008 - October 2008
Indymac Bank May 2005 - December 2007
Voyager Financial Services Corporation November 2003 - May 2005
Skills
Refinance, Mortgage Lending, Mortgage Banking, Finance, Sales, Salesforce.com, Leadership, Marketing, First Time Home Buyers, New Home Purchase, FHA financing, Selling, Customer Experience, Loans, Benefits Administration
Education
Cardinal Stritch University 1997 — 2001
MBA, Business
University of Minnesota-Twin Cities 1983 — 1985
Biology
University of Illinois at Urbana-Champaign 1980 — 1983
Microbiology
Kirk Foutts Kirk Foutts's Alliance Benefit Group Experience January 2005 - November 2010
Job Senior Technology Professional
Industry Information Services
Experience
HNTB November 2010 - Present
Alliance Benefit Group January 2005 - November 2010
O'Renick Companies January 1998 - January 2005
Metafields Consulting January 1994 - January 1998
Heartland Communications January 1989 - January 1990
Skills
Information Technology, IT Solutions, Microsoft Technologies, Microsoft Exchange, Mobile Technology, Messaging, Active Directory, Group Policy, System Administration, Project Planning, Disaster Recovery, Enterprise Architecture, IT Strategy, Microsoft Servers, Virtualization, Email Archiving, Spam Filtering, Enterprise Vault, SourceOne, User Adoption, Microsoft Certified..., Firewalls, Mobile Device Management, VPN, Windows Server, Troubleshooting, Management, Security, Network Design
Education
Centriq Training
Systems Engineering
Longview Community College 1980 — 1981
Computer Programming
Builders Training Association Kansas 1983 — 1985
Carpentry
HNTB November 2010 - Present
Alliance Benefit Group January 2005 - November 2010
O'Renick Companies January 1998 - January 2005
Metafields Consulting January 1994 - January 1998
Heartland Communications January 1989 - January 1990
Skills
Information Technology, IT Solutions, Microsoft Technologies, Microsoft Exchange, Mobile Technology, Messaging, Active Directory, Group Policy, System Administration, Project Planning, Disaster Recovery, Enterprise Architecture, IT Strategy, Microsoft Servers, Virtualization, Email Archiving, Spam Filtering, Enterprise Vault, SourceOne, User Adoption, Microsoft Certified..., Firewalls, Mobile Device Management, VPN, Windows Server, Troubleshooting, Management, Security, Network Design
Education
Centriq Training
Systems Engineering
Longview Community College 1980 — 1981
Computer Programming
Builders Training Association Kansas 1983 — 1985
Carpentry
Robb Rotramel's Alliance Benefit Group Experience August 2011 - August 2011
Job Financial Analyst at Real Builders Inc
Industry Construction
Experience
Bakken Hospitality LLP November 2014 - Present
Real Builders Inc May 2013 - Present
IBM May 2012 - January 2013
Alliance Benefit Group August 2011 - August 2011
Real Builders Inc May 2010 - August 2011
Sullivan Associates June 2008 - August 2008
Skills
Investment Advisory, Investment Strategies, Business Analysis, Financial Analysis, Financial Modeling, Portfolio Management, Corporate Finance, Strategic Financial..., Finance, Investments, Bloomberg, Risk Management, Financial Markets, Accounting, Valuation, Banking, Management, Budgets
Education
Saint Cloud State University - G.R. Herberger College of Business 2008 — 2012
Bachelor of Science, Finance
Bakken Hospitality LLP November 2014 - Present
Real Builders Inc May 2013 - Present
IBM May 2012 - January 2013
Alliance Benefit Group August 2011 - August 2011
Real Builders Inc May 2010 - August 2011
Sullivan Associates June 2008 - August 2008
Skills
Investment Advisory, Investment Strategies, Business Analysis, Financial Analysis, Financial Modeling, Portfolio Management, Corporate Finance, Strategic Financial..., Finance, Investments, Bloomberg, Risk Management, Financial Markets, Accounting, Valuation, Banking, Management, Budgets
Education
Saint Cloud State University - G.R. Herberger College of Business 2008 — 2012
Bachelor of Science, Finance
Jack Serra Jr Jack Serra Jr's Alliance Benefit Group Experience October 1996 - January 1998
Job Director of Retirement Plan Services at TPA Services, Inc.
Industry Consumer Services
Experience
TPA Services, Inc. January 2015 - Present
Qualified Pension Services, Inc. February 1998 - December 2014
Alliance Benefit Group October 1996 - January 1998
Invitel October 1995 - July 1996
Skills
Defined Contribution, Retirement, Customer Service, Pensions, Defined Benefit, Retirement Planning, Process Improvement, Pension Administration, Employee Benefits, 401k, Profit Sharing, Retirement Plan..., Investments, ERISA
Education
Rutgers University 1983 — 1988
BA, Business Management
TPA Services, Inc. January 2015 - Present
Qualified Pension Services, Inc. February 1998 - December 2014
Alliance Benefit Group October 1996 - January 1998
Invitel October 1995 - July 1996
Skills
Defined Contribution, Retirement, Customer Service, Pensions, Defined Benefit, Retirement Planning, Process Improvement, Pension Administration, Employee Benefits, 401k, Profit Sharing, Retirement Plan..., Investments, ERISA
Education
Rutgers University 1983 — 1988
BA, Business Management
Nick Stafford Nick Stafford's Alliance Benefit Group Experience July 2006 - Present
Job Plan Enrollment Specialist at Alliance Benefit Group
Industry Investment Management
Experience
Alliance Benefit Group July 2006 - Present
Wishing and Hoping January 2012 - November 2013
YMCA March 2005 - March 2006
Skills
Microsoft Office, Customer Service, Public Speaking, Event Planning, Social Media, Leadership, Team Building, Social Networking, Networking, Mentoring, Teaching, Fundraising, PowerPoint, Retirement Planning, Microsoft Excel, Employee Benefits, Management, Investments, Marketing, Administration, Project Management, Photography, Sales, Strategic Planning, Research, Sales Management
Education
Augustana College 2000 — 2004
Bachelor of Arts, Business Administration - Marketing
Alliance Benefit Group July 2006 - Present
Wishing and Hoping January 2012 - November 2013
YMCA March 2005 - March 2006
Skills
Microsoft Office, Customer Service, Public Speaking, Event Planning, Social Media, Leadership, Team Building, Social Networking, Networking, Mentoring, Teaching, Fundraising, PowerPoint, Retirement Planning, Microsoft Excel, Employee Benefits, Management, Investments, Marketing, Administration, Project Management, Photography, Sales, Strategic Planning, Research, Sales Management
Education
Augustana College 2000 — 2004
Bachelor of Arts, Business Administration - Marketing
Mimi Nuskey Mimi Nuskey's Alliance Benefit Group Experience January 1989 - July 2008
Job Senior Implementation Specialist at BPAS
Industry Financial Services
Experience
BPAS July 2008 - Present
Alliance Benefit Group January 1989 - July 2008
Skills
401k, Mutual Funds, Defined Contribution, Pension Administration, ERISA, Retirement Planning, Investments, Finance, Pensions, Employee Benefits, Profit Sharing, Retirement Plan..., Defined Benefit, Investment Advisory, Financial Services
Education
Penn State University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Council Rock High School 1984 — 1988
BPAS July 2008 - Present
Alliance Benefit Group January 1989 - July 2008
Skills
401k, Mutual Funds, Defined Contribution, Pension Administration, ERISA, Retirement Planning, Investments, Finance, Pensions, Employee Benefits, Profit Sharing, Retirement Plan..., Defined Benefit, Investment Advisory, Financial Services
Education
Penn State University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Council Rock High School 1984 — 1988
John Blossom Jr. John Blossom Jr.'s Alliance Benefit Group Experience 1968 - Present
Job Pres/CEO Alliance Benefit Group
Industry Financial Services
Experience
Alliance Benefit Group 1968 - Present
Skills
Actuarial Member MSPA -..., Registered Fiduciary, Registered Investment..., USCG Licensed Boat..., Asset Allocation, Defined Contribution, Fiduciary Management, ETFs, Series 65, Investment Strategies, Fixed Annuities, Accredited Investment..., Fiduciary, Actuarial Science, Financial Advisory, Wealth Management, Securities, Investments, Alternative Investments, Qualified Retirement..., Pension Administration, Retirement Planning, Investment Management, 403 b, Investment Advisory..., Series 63, Life Insurance, FINRA, IRAs, 401k, Series 24, 401k Rollovers
Education
University of Colorado at Boulder 1959 — 1963
Economics and Finance
Graduate Theological Foundation 1990 — 1993
Master of Business Administration (M.B.A.) - Church Management, Economics and Finance
American Society of Pension Actuaries
MEMBER MSPA, Retirement Plan Actuarial Service
Alliance Benefit Group 1968 - Present
Skills
Actuarial Member MSPA -..., Registered Fiduciary, Registered Investment..., USCG Licensed Boat..., Asset Allocation, Defined Contribution, Fiduciary Management, ETFs, Series 65, Investment Strategies, Fixed Annuities, Accredited Investment..., Fiduciary, Actuarial Science, Financial Advisory, Wealth Management, Securities, Investments, Alternative Investments, Qualified Retirement..., Pension Administration, Retirement Planning, Investment Management, 403 b, Investment Advisory..., Series 63, Life Insurance, FINRA, IRAs, 401k, Series 24, 401k Rollovers
Education
University of Colorado at Boulder 1959 — 1963
Economics and Finance
Graduate Theological Foundation 1990 — 1993
Master of Business Administration (M.B.A.) - Church Management, Economics and Finance
American Society of Pension Actuaries
MEMBER MSPA, Retirement Plan Actuarial Service
Mary Carol Parker, PHR Mary Carol Parker, PHR's Alliance Benefit Group Experience April 2007 - Present
Job Vice President HR Consultant at Alliance Benefit Group
Industry Insurance
Experience
Alliance Benefit Group April 2007 - Present
Strategic Employee Benefit Services March 2002 - February 2007
Clayton L. Scroggins Associates, Inc. May 1982 - April 2002
Skills
Onboarding, Talent Management, Payroll, Employee Benefits, Employee Relations, Team Building, Succession Planning, Human Resources, HR Consulting, Performance Management
Education
University of Cincinnati 1973 — 1978
Bachelor, Personnel & Industrial Relations
Alliance Benefit Group April 2007 - Present
Strategic Employee Benefit Services March 2002 - February 2007
Clayton L. Scroggins Associates, Inc. May 1982 - April 2002
Skills
Onboarding, Talent Management, Payroll, Employee Benefits, Employee Relations, Team Building, Succession Planning, Human Resources, HR Consulting, Performance Management
Education
University of Cincinnati 1973 — 1978
Bachelor, Personnel & Industrial Relations
Mick Hockinson Mick Hockinson's Alliance Benefit Group Experience 2002 - 2007
Job Executive Director of The First Tee of Greater Rockford, an Outreach and Life Skills division of The Rockford Park Dist.
Industry Nonprofit Organization Management
Experience
The First Tee of Greater Rockford July 2014 - Present
Contractor - Sales January 2014 - July 2014
Universal Recycling Technologies, LLC. September 2011 - February 2013
Universal Recycling Technologies, LLC. September 2011 - February 2012
AMCORE Bank 2008 - 2009
Alliance Benefit Group 2002 - 2007
Skills
Sales Management, Sales, Strategic Planning, Account Management, Customer Service, New Business Development, Contract Negotiation, Business Planning, Team Building, Management, Marketing Strategy, Program Management, Leadership, B2B, Sales Operations
Education
Minnesota State University, Mankato
BS, Business Administration
The First Tee of Greater Rockford July 2014 - Present
Contractor - Sales January 2014 - July 2014
Universal Recycling Technologies, LLC. September 2011 - February 2013
Universal Recycling Technologies, LLC. September 2011 - February 2012
AMCORE Bank 2008 - 2009
Alliance Benefit Group 2002 - 2007
Skills
Sales Management, Sales, Strategic Planning, Account Management, Customer Service, New Business Development, Contract Negotiation, Business Planning, Team Building, Management, Marketing Strategy, Program Management, Leadership, B2B, Sales Operations
Education
Minnesota State University, Mankato
BS, Business Administration
Paul Stang's Alliance Benefit Group Experience June 2007 - Present
Job Managing Member, Alliance Benefit Group
Industry Financial Services
Experience
Alliance Benefit Group June 2007 - Present
Alliance Benefit Group WI 2004 - Present
Clifton Gunderson LLP August 2000 - March 2005
Clifton Gunderson CPA March 2000 - March 2005
Skills
Employee Benefits, 401k, Retirement, Pensions, Defined Benefit, Fixed Annuities, ERISA, Financial Services, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management
Education
University of Minnesota-Twin Cities 1972 — 1976
Bachelor of Science (B.S.), Economics
University of Minnesota-Twin Cities 1972 — 1976
BS - Economics, Economics
Upper Iowa University
William Mitchell College of Law
J.D.
Alliance Benefit Group June 2007 - Present
Alliance Benefit Group WI 2004 - Present
Clifton Gunderson LLP August 2000 - March 2005
Clifton Gunderson CPA March 2000 - March 2005
Skills
Employee Benefits, 401k, Retirement, Pensions, Defined Benefit, Fixed Annuities, ERISA, Financial Services, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management
Education
University of Minnesota-Twin Cities 1972 — 1976
Bachelor of Science (B.S.), Economics
University of Minnesota-Twin Cities 1972 — 1976
BS - Economics, Economics
Upper Iowa University
William Mitchell College of Law
J.D.
Walter Jezak Walter Jezak's Alliance Benefit Group Experience October 2003 - January 2004
Job Financial Service Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial / MetLife Premier Client Group August 2014 - Present
Principal Financial Group February 2010 - August 2014
Nationwide Financial Network August 2005 - February 2010
CITISTREET RETIREMENT SERVICES April 2004 - August 2005
Alliance Benefit Group October 2003 - January 2004
Scudder Retirement Services December 1997 - October 2003
FLEET FINANCIAL October 1997 - December 1997
PUTNAM INVESTOR SERVICES March 1992 - September 1997
Boston Financial Data Services January 1990 - March 1992
JOHN HANCOCK MUTUAL LIFE January 1989 - December 1989
Skills
Retirement Planning, Retirement, Excel, Word, PowerPoint, Long Term Care
Education
Merrimack College 2008 — 2010
Certificate CFP Program, Advanced Degree in Finance
Suffolk University 2000 — 2003
MBA, Business Administration and Management, General
Bentley University 1994 — 1996
Certification in Pension Administration, Retirement Planning
UNIVERSITY OF LOWELL 1987 — 1989
Bachelor of Science, Business Administration/Finance
Northern Essex Community College 1984 — 1986
Associate, Liberal Arts
Baystate Financial / MetLife Premier Client Group August 2014 - Present
Principal Financial Group February 2010 - August 2014
Nationwide Financial Network August 2005 - February 2010
CITISTREET RETIREMENT SERVICES April 2004 - August 2005
Alliance Benefit Group October 2003 - January 2004
Scudder Retirement Services December 1997 - October 2003
FLEET FINANCIAL October 1997 - December 1997
PUTNAM INVESTOR SERVICES March 1992 - September 1997
Boston Financial Data Services January 1990 - March 1992
JOHN HANCOCK MUTUAL LIFE January 1989 - December 1989
Skills
Retirement Planning, Retirement, Excel, Word, PowerPoint, Long Term Care
Education
Merrimack College 2008 — 2010
Certificate CFP Program, Advanced Degree in Finance
Suffolk University 2000 — 2003
MBA, Business Administration and Management, General
Bentley University 1994 — 1996
Certification in Pension Administration, Retirement Planning
UNIVERSITY OF LOWELL 1987 — 1989
Bachelor of Science, Business Administration/Finance
Northern Essex Community College 1984 — 1986
Associate, Liberal Arts
Kent Frese, PhD Kent Frese, PhD's Alliance Benefit Group Experience January 1994 - December 1999
Job Managing Partner, TeamLMI
Industry Human Resources
Experience
TeamLMI June 2004 - Present
FactorFactory, LLC March 2014 - Present
Capella University July 2015 - Present
West Shore Country Club November 2012 - Present
Invesmart, Inc January 2000 - October 2004
Alliance Benefit Group January 1994 - December 1999
Skills
Talent Management, Succession Planning, Leadership Development, Employee Selection, Strategic Planning, Strategy Development, E-Learning, E-learning..., Employee Surveys, Executive Coaching, Culture Assessment, Family Business, Performance Appraisal, Performance Improvement, Personality Testing, 360 Feedback, Speaking Engagements, Entrepreneurship, Organizational..., Succession, Business Planning, Entrepreneur, Organizational..., Coaching, Change Management, Business Strategy, Management Consulting, Strategy, Performance Management, Public Speaking, Personal Development, Executive Development, Management Development, Small Business, Management, Leadership, Business Coaching, Employee Benefits, Nonprofits, Recruiting, Culture Change, Workshop Facilitation, Strategic Leadership, Organizational Design, Emotional Intelligence, Executive Management, Consulting, Career Development, Employee Training, Employee Engagement
Education
Capella University 2011 — 2015
Doctor of Philosophy (Ph.D.)
Villanova University 1983 — 1987
Bachelor of Engineering (BEng)
Penn State University 1990 — 1990
Capella University 2009 — 2011
Master of Science (MS)
TeamLMI June 2004 - Present
FactorFactory, LLC March 2014 - Present
Capella University July 2015 - Present
West Shore Country Club November 2012 - Present
Invesmart, Inc January 2000 - October 2004
Alliance Benefit Group January 1994 - December 1999
Skills
Talent Management, Succession Planning, Leadership Development, Employee Selection, Strategic Planning, Strategy Development, E-Learning, E-learning..., Employee Surveys, Executive Coaching, Culture Assessment, Family Business, Performance Appraisal, Performance Improvement, Personality Testing, 360 Feedback, Speaking Engagements, Entrepreneurship, Organizational..., Succession, Business Planning, Entrepreneur, Organizational..., Coaching, Change Management, Business Strategy, Management Consulting, Strategy, Performance Management, Public Speaking, Personal Development, Executive Development, Management Development, Small Business, Management, Leadership, Business Coaching, Employee Benefits, Nonprofits, Recruiting, Culture Change, Workshop Facilitation, Strategic Leadership, Organizational Design, Emotional Intelligence, Executive Management, Consulting, Career Development, Employee Training, Employee Engagement
Education
Capella University 2011 — 2015
Doctor of Philosophy (Ph.D.)
Villanova University 1983 — 1987
Bachelor of Engineering (BEng)
Penn State University 1990 — 1990
Capella University 2009 — 2011
Master of Science (MS)
Keith Nilsen Keith Nilsen's Alliance Benefit Group Experience January 1995 - June 1999
Job Senior Investment Advisor at The Standard
Industry Financial Services
Experience
The Standard November 2010 - Present
Asset Strategy Retirement Plan Consultants December 2009 - November 2010
Lincoln Financial Group January 2008 - December 2009
LPL March 2006 - January 2008
Invesmart 1995 - 2005
Alliance Benefit Group January 1995 - June 1999
Skills
401k, Retirement, Mutual Funds, Investments, Retirement Planning, Pensions, Financial Advisory, Finance, Investment Management, Defined Contribution, Product Management, Financial Services, Strategy, IRAs, Portfolio Management, Asset Allocation, Defined Benefit, Investment Advisory, Sales Management
Education
Southern Methodist University - Cox School of Business 1985 — 1986
BBA, Finance, Economics, Business
University of Richmond 1982 — 1984
BA, Finance, Economics, Business
Tatnall High School 1974 — 1982
High School diploma, Business Administration and Management, General
Tatnall High School 1974 — 1982
The Standard November 2010 - Present
Asset Strategy Retirement Plan Consultants December 2009 - November 2010
Lincoln Financial Group January 2008 - December 2009
LPL March 2006 - January 2008
Invesmart 1995 - 2005
Alliance Benefit Group January 1995 - June 1999
Skills
401k, Retirement, Mutual Funds, Investments, Retirement Planning, Pensions, Financial Advisory, Finance, Investment Management, Defined Contribution, Product Management, Financial Services, Strategy, IRAs, Portfolio Management, Asset Allocation, Defined Benefit, Investment Advisory, Sales Management
Education
Southern Methodist University - Cox School of Business 1985 — 1986
BBA, Finance, Economics, Business
University of Richmond 1982 — 1984
BA, Finance, Economics, Business
Tatnall High School 1974 — 1982
High School diploma, Business Administration and Management, General
Tatnall High School 1974 — 1982
Colin Peters Colin Peters's Alliance Benefit Group Experience June 2010 - September 2011
Job Corporate Account Manager at MatrixCare
Industry Computer Software
Experience
MatrixCare September 2013 - Present
Doherty Employer Services September 2011 - August 2013
Alliance Benefit Group June 2010 - September 2011
Automatic Data Processing March 2008 - June 2010
Various Organizations 2004 - 2007
Skills
Employee Benefits, Business Development, HRIS, Sales, Payroll, Sales Process, Marketing, New Business Development, Salesforce.com, Management, Leadership, Customer Service, Human Resources, Account Management, Relationship Management
Education
St. Cloud State University
Bachelor's Degree, Herberger Business School- Business Management
University of St. Thomas - Opus College of Business
Mini MBA
University of Arkansas
Poultry 101, Poultry Science
MatrixCare September 2013 - Present
Doherty Employer Services September 2011 - August 2013
Alliance Benefit Group June 2010 - September 2011
Automatic Data Processing March 2008 - June 2010
Various Organizations 2004 - 2007
Skills
Employee Benefits, Business Development, HRIS, Sales, Payroll, Sales Process, Marketing, New Business Development, Salesforce.com, Management, Leadership, Customer Service, Human Resources, Account Management, Relationship Management
Education
St. Cloud State University
Bachelor's Degree, Herberger Business School- Business Management
University of St. Thomas - Opus College of Business
Mini MBA
University of Arkansas
Poultry 101, Poultry Science
Phyllis Koranda CPA, QPA, QKA Phyllis Koranda CPA, QPA, QKA's Alliance Benefit Group Experience September 1998 - Present
Job Compliance & Research Consultant at Alliance Benefit Group
Industry Accounting
Experience
Alliance Benefit Group September 1998 - Present
Bodtke and Stewart CPA's December 1991 - September 1998
GLM Financial Group June 1989 - June 1991
Education
Northern Illinois University 1987 — 1988
Alliance Benefit Group September 1998 - Present
Bodtke and Stewart CPA's December 1991 - September 1998
GLM Financial Group June 1989 - June 1991
Education
Northern Illinois University 1987 — 1988
Heather Raver(Maines)'s Alliance Benefit Group Experience July 2011 - August 2013
Job Strength and Conditioning Coach at Ankeny High School Swim Team, Wellness and Group Fitness Ankeny YMCA
Industry Hospitality
Experience
Ankeny High School Swim Team June 2015 - Present
Hampton Inn and Suites January 2015 - Present
YMCA July 2014 - Present
Anytime Fitness Ankeny Ia August 2013 - July 2014
Alliance Benefit Group July 2011 - August 2013
Cardinal Fitness July 2010 - May 2011
East Side Centre September 2009 - March 2011
Golds Gym 2006 - 2007
Panera Bread 2006 - 2007
Skills
Coaching, Marketing, Customer Service, Public Speaking, Event Planning, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, Social Media, PowerPoint, Strategic Planning, Skin Care, Fitness, Spa, Personal Training, Team Building
Education
Iowa State University 2012 — 2014
BS, Kinesiology and Exercise Science
Richland Community College 1998 — 2000
Associate of Arts (A.A.), Psychology
MacArthur High School
Ankeny High School Swim Team June 2015 - Present
Hampton Inn and Suites January 2015 - Present
YMCA July 2014 - Present
Anytime Fitness Ankeny Ia August 2013 - July 2014
Alliance Benefit Group July 2011 - August 2013
Cardinal Fitness July 2010 - May 2011
East Side Centre September 2009 - March 2011
Golds Gym 2006 - 2007
Panera Bread 2006 - 2007
Skills
Coaching, Marketing, Customer Service, Public Speaking, Event Planning, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, Social Media, PowerPoint, Strategic Planning, Skin Care, Fitness, Spa, Personal Training, Team Building
Education
Iowa State University 2012 — 2014
BS, Kinesiology and Exercise Science
Richland Community College 1998 — 2000
Associate of Arts (A.A.), Psychology
MacArthur High School
Sara Wesely Sara Wesely's Alliance Benefit Group Experience October 2007 - September 2009
Job Bartender at Mapleview Lounge and Bottle Shop
Industry Higher Education
Experience
Minnesota School of Business BartenderMapleview Lounge and Bottle ShopFebruary 2002 - Present
Alliance Benefit Group October 2007 - September 2009
Education
Minnesota School of Business 2010 — 2011
Associates, Massage Therapy
Minnesota School of Business BartenderMapleview Lounge and Bottle ShopFebruary 2002 - Present
Alliance Benefit Group October 2007 - September 2009
Education
Minnesota School of Business 2010 — 2011
Associates, Massage Therapy
Heather Fretham Heather Fretham's Alliance Benefit Group Experience February 2000 - April 2004
Job Project coordinator at Teksystems
Industry Consumer Services
Experience
TEKsystems July 2015 - Present
TEKsystems June 2014 - Present
Go2IT Group May 2011 - Present
ABBTECH September 2014 - February 2015
Jostens August 2009 - April 2011
Cabela's September 2004 - December 2007
Alliance Benefit Group February 2000 - April 2004
Owatonna Ford January 2001 - September 2001
Federated Insurance Company February 1993 - January 2000
Premier Bank February 1991 - January 1993
Skills
Microsoft Office, Customer Service, Time Management, Team Leadership, Computer Hardware, Customer Satisfaction, Telephone Skills, QuickBooks, Technical Support, Administration, Phone Etiquette, Collaborative Problem..., Customer Experience, Sales Operations, Direct Sales, Accounting, Accountability, Peachtree, Quicken, Event Planning, Dreamweaver, Social Networking, Project Planning, Computer Service, Computer Graphics, Keyboards, Keyboarding, Phone Skills, Answering Phones, Problem Solving, Creative Problem Solving, Space Planning, Customer Focus, Web, Wireless, Able To Multi-task, Retirement Plans, Year End Accounts, Account Reconciliation, Trucking, Goals, Photoshop, Planning, Logistics, Kitchen, Cash Handling, Customer Relations, Banking, Social Media, Organization Skills
Education
Rasmussen College 2004 — 2006
AAS Degree, Business Management
Owatonna High School 1987 — 1992
High School Diploma, Business Management
TEKsystems July 2015 - Present
TEKsystems June 2014 - Present
Go2IT Group May 2011 - Present
ABBTECH September 2014 - February 2015
Jostens August 2009 - April 2011
Cabela's September 2004 - December 2007
Alliance Benefit Group February 2000 - April 2004
Owatonna Ford January 2001 - September 2001
Federated Insurance Company February 1993 - January 2000
Premier Bank February 1991 - January 1993
Skills
Microsoft Office, Customer Service, Time Management, Team Leadership, Computer Hardware, Customer Satisfaction, Telephone Skills, QuickBooks, Technical Support, Administration, Phone Etiquette, Collaborative Problem..., Customer Experience, Sales Operations, Direct Sales, Accounting, Accountability, Peachtree, Quicken, Event Planning, Dreamweaver, Social Networking, Project Planning, Computer Service, Computer Graphics, Keyboards, Keyboarding, Phone Skills, Answering Phones, Problem Solving, Creative Problem Solving, Space Planning, Customer Focus, Web, Wireless, Able To Multi-task, Retirement Plans, Year End Accounts, Account Reconciliation, Trucking, Goals, Photoshop, Planning, Logistics, Kitchen, Cash Handling, Customer Relations, Banking, Social Media, Organization Skills
Education
Rasmussen College 2004 — 2006
AAS Degree, Business Management
Owatonna High School 1987 — 1992
High School Diploma, Business Management
Alexander Miraski's Alliance Benefit Group Experience January 2003 - Present
Job Trading Specialist at Alliance Benefit Group
Industry Financial Services
Experience
Alliance Benefit Group January 2003 - Present
Education
Michigan State University 1998 — 2002
Alliance Benefit Group January 2003 - Present
Education
Michigan State University 1998 — 2002
Beverly Alleman, C(k)P, PPC, ARPC, ARPS's Alliance Benefit Group Experience 1984 - Present
Job VP Marketing Services at Alliance Benefit Group Illinois
Industry Marketing and Advertising
Experience
Alliance Benefit Group 1984 - Present
Skills
401k, Defined Benefit, Employee Benefits, Pensions, Financial Advisory, Retirement Planning, Leadership, Investments, Mutual Funds, Retirement, Investment Advisory, Fixed Annuities, Series 6, Asset Allocation
Education
UCLA Anderson School of Management 2014 — 2014
Certified 401(k) Professional, 401(k) Retirement Planning, Pass
The Retirement Advisors University
Certified 401(k) Professional, Pass
Illinois Central College
Alliance Benefit Group 1984 - Present
Skills
401k, Defined Benefit, Employee Benefits, Pensions, Financial Advisory, Retirement Planning, Leadership, Investments, Mutual Funds, Retirement, Investment Advisory, Fixed Annuities, Series 6, Asset Allocation
Education
UCLA Anderson School of Management 2014 — 2014
Certified 401(k) Professional, 401(k) Retirement Planning, Pass
The Retirement Advisors University
Certified 401(k) Professional, Pass
Illinois Central College
Paul Eisenhardt's Alliance Benefit Group Experience July 1997 - November 1999
Job Head of International Sales
Industry Investment Management
Experience
OFI Global Asset Management / OppenheimerFunds November 2014 - Present
OFI Global Asset Management / OppenheimerFunds January 2011 - November 2014
GE Asset Management March 2008 - January 2011
State Street July 2003 - September 2007
Dreyfus Corporation November 1999 - July 2003
Alliance Benefit Group July 1997 - November 1999
Skills
Asset Allocation, Asset Managment, Asset Management, Series 7, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Fixed Income, Investment Management, Investment Strategies, Investments, Pensions, Retirement Planning, Separately Managed...
Education
Gettysburg College 1987 — 1991
BA, Management - Concentration in Accounting & Finance
Great Valley 1984 — 1989
OFI Global Asset Management / OppenheimerFunds November 2014 - Present
OFI Global Asset Management / OppenheimerFunds January 2011 - November 2014
GE Asset Management March 2008 - January 2011
State Street July 2003 - September 2007
Dreyfus Corporation November 1999 - July 2003
Alliance Benefit Group July 1997 - November 1999
Skills
Asset Allocation, Asset Managment, Asset Management, Series 7, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Fixed Income, Investment Management, Investment Strategies, Investments, Pensions, Retirement Planning, Separately Managed...
Education
Gettysburg College 1987 — 1991
BA, Management - Concentration in Accounting & Finance
Great Valley 1984 — 1989
Kalli Rittenhouse's Alliance Benefit Group Experience October 2007 - May 2011
Job
Industry Transportation/Trucking/Railroad
Experience
McNeilus Truck and Manufacturing, Inc. August 2014 - Present
McNeilus Truck and Manufacturing, Inc. February 2014 - August 2014
Hendrickson May 2011 - January 2014
Alliance Benefit Group October 2007 - May 2011
Kalli Merritt 2004 - 2007
Lou-Rich Inc. March 2000 - November 2002
SPX Corporation August 1998 - March 2000
Fleetguard August 1997 - August 1998
Lucas Aerospace Cargo Systems 1995 - 1996
Skills
Root Cause Analysis, Engineering, Six Sigma, Continuous Improvement, DMAIC, Lean Manufacturing, Engineering Management, Project Planning, Kaizen, Cross-functional Team..., FMEA, Process Improvement, Design of Experiments, Troubleshooting, 5S, ISO, CAD, Project Management, Product Development, MS Project, Process Engineering, Systems Engineering
Education
University of Wisconsin-Madison 2010 — 2014
Masters of Engineering in Engineering Management, Engineering Management
North Dakota State University 1994 — 1997
BS, Mechanical Engineering
Minnesota State University, Moorhead 1992 — 1994
Pre-Engineering
McNeilus Truck and Manufacturing, Inc. August 2014 - Present
McNeilus Truck and Manufacturing, Inc. February 2014 - August 2014
Hendrickson May 2011 - January 2014
Alliance Benefit Group October 2007 - May 2011
Kalli Merritt 2004 - 2007
Lou-Rich Inc. March 2000 - November 2002
SPX Corporation August 1998 - March 2000
Fleetguard August 1997 - August 1998
Lucas Aerospace Cargo Systems 1995 - 1996
Skills
Root Cause Analysis, Engineering, Six Sigma, Continuous Improvement, DMAIC, Lean Manufacturing, Engineering Management, Project Planning, Kaizen, Cross-functional Team..., FMEA, Process Improvement, Design of Experiments, Troubleshooting, 5S, ISO, CAD, Project Management, Product Development, MS Project, Process Engineering, Systems Engineering
Education
University of Wisconsin-Madison 2010 — 2014
Masters of Engineering in Engineering Management, Engineering Management
North Dakota State University 1994 — 1997
BS, Mechanical Engineering
Minnesota State University, Moorhead 1992 — 1994
Pre-Engineering
Amanda Overcash, QKA, QPA, TGPC's Alliance Benefit Group Experience April 2012 - March 2015
Job Retirement Plan Administrator at Pentegra: Alliance Benefit Group
Industry Financial Services
Experience
Trinity Pension Group March 2015 - Present
Alliance Benefit Group April 2012 - March 2015
Southeastern Pension Company November 2009 - April 2012
Southeastern Employee Benefit Services August 2008 - November 2009
Skills
Microsoft Office, Benefits Administration, Pension Administration, 401k, Employee Benefits, Retirement Planning, Pensions, Retirement, Defined Contribution, Fixed Annuities, Defined Benefit, Insurance, Life Insurance, ERISA, Qualified Retirement...
Education
Appalachian State University 2002 — 2006
Bachelor of Science, Communications
Trinity Pension Group March 2015 - Present
Alliance Benefit Group April 2012 - March 2015
Southeastern Pension Company November 2009 - April 2012
Southeastern Employee Benefit Services August 2008 - November 2009
Skills
Microsoft Office, Benefits Administration, Pension Administration, 401k, Employee Benefits, Retirement Planning, Pensions, Retirement, Defined Contribution, Fixed Annuities, Defined Benefit, Insurance, Life Insurance, ERISA, Qualified Retirement...
Education
Appalachian State University 2002 — 2006
Bachelor of Science, Communications
Fran Weaver's Alliance Benefit Group Experience November 2004 - October 2012
Job Conversion Specialist
Industry Investment Management
Experience
BPAS October 2012 - Present
Alliance Benefit Group November 2004 - October 2012
Skills
Access, Accounting, Investments, 401k, Microsoft Excel, Strategy, Mutual Funds, Employee Benefits, Finance
Education
Bucks County Community College
Accounting
BPAS October 2012 - Present
Alliance Benefit Group November 2004 - October 2012
Skills
Access, Accounting, Investments, 401k, Microsoft Excel, Strategy, Mutual Funds, Employee Benefits, Finance
Education
Bucks County Community College
Accounting