American Trust Retirement

Industry: Company

Description

Parent organization: American Trust & Savings Bank Subsidiary: Pension Inc.

American Trust Retirement List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at American Trust Retirement. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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American Trust Retirement Employees

Employee
Years
Job
Industry
Tina Dollins, APA Tina Dollins, APA Davenport, Iowa Area Details
Tina Dollins, APA's American Trust Retirement Experience April 2014 - October 2014
Job Retirement Plan Consultant at SuperiorUSA
Industry Accounting
Experience
SuperiorUSA   November 2014 - Present
American Trust Retirement   April 2014 - October 2014
Pension Inc.   August 2003 - March 2014
Ramada Inn  July 1998 - August 2002

Skills
Employee Benefits, 401k, Retirement Plan..., ERISA, Retirement Planning, Pensions, Pension Administration, Qualified Retirement..., Profit Sharing, Defined Contribution, Retirement, 403 b, 401k Rollovers

Education
Kaplan University   2001 — 2003
Associate of Applied Science, Business Administration Accounting

Clinton High School   1988 — 1992

Erick Kephart Erick Kephart Dubuque, Iowa Area Details
Erick Kephart's American Trust Retirement Experience August 2014 - Present
Job Trust Officer, Client Services Supervisor, Retirement Division, American Trust & Savings Bank
Industry Financial Services
Experience
American Trust Retirement   August 2014 - Present
American Trust Retirement   February 2013 - Present
American Trust Retirement   December 2011 - February 2013
Prudential Financial  October 2009 - December 2011
Kephart's Music Center   May 2005 - October 2009

Skills
401k, Investments, Customer Service, Marketing, Microsoft Excel, Portfolio Management, Series 6, Mutual Funds, Series 63, Relationship Management, Retirement Planning, Retirement, Asset Management, Financial Services, Public Speaking, Finance, Sales, Financial Analysis, Fixed Income, Asset Allocation, IRAs, Investment Strategies, Credit, Insurance, Loans

Education
Loras College   2001 — 2005
Bachelors Degree, Business Management, Marketing, and Related Support Services

Michelle Shanahan,QKA Michelle Shanahan,QKA Dubuque, Iowa Area Details
Michelle Shanahan,QKA's American Trust Retirement Experience April 2014 - Present
Job Account Manager, Retirement Division, American Trust & Savings Bank
Industry Financial Services
Experience
American Trust Retirement   April 2014 - Present
Pension Inc of Iowa   March 2012 - April 2014
Steele Capital Retirement   September 2010 - March 2012
Prudential Financial  October 2000 - September 2010

Skills
Retirement, Retirement Planning

Education
Clarke College   2001 — 2007
Bachelor of Arts (B.A.), Business / Management

Zach Mahoney Zach Mahoney Dubuque, Iowa Details
Zach Mahoney's American Trust Retirement Experience 2014 - Present
Job Sales Executive, Retirement Division, American Trust & Savings Bank
Industry Financial Services
Experience
American Trust Retirement   2014 - Present
American Trust Retirement   2014 - 2014
Beacon Hill Staffing Group  2008 - 2014
Prudential Financial  2004 - 2008

Education
University of Dubuque   2005 — 2007
MBA, Management

Loras College   2000 — 2004
BA, Public Relations

Amber Cain Amber Cain Dubuque, Iowa Area Details
Amber Cain's American Trust Retirement Experience July 2012 - Present
Job Compliance Testing & Reporting Specialist, Retirement Division, American Trust & Savings Bank
Industry Financial Services
Experience
American Trust Retirement   July 2012 - Present
Medical Associates Clinic & Health Plans  August 2005 - May 2012

Skills
Retirement Benefits, HIPAA, Banking, Finance, Financial Analysis, Healthcare Information..., EMR, Clinical Research, Healthcare, Healthcare Management, Hospitals, Digital Mammography, Surgical Radiology, Orthopedic Radiology, Microsoft Excel, Public Speaking, Microsoft Office, Retirement Planning, Relationship Management, Retirement, Mammography

Education
University of Dubuque   2009 — 2012
Bachelor of Science (B.S.), Health/Health Care Administration/Management

Devin Patterson Devin Patterson Dubuque, Iowa Area Details
Devin Patterson's American Trust Retirement Experience August 2014 - Present
Job New Business Coordinator, Retirement Division, American Trust & Savings Bank
Industry Financial Services
Experience
American Trust Retirement   August 2014 - Present
MetLife Auto & Home  November 2009 - March 2014
Northwestern Mutual  May 2008 - June 2009

Skills
Life Insurance, Disability Insurance, Insurance, Health Insurance, Time Management, Marketing, Asset Allocation, Mutual Funds, Retirement, Sales

Education
Clarke University   2005 — 2009
Bachelor's Degree, Business Administration/Finance

R. Jay Taets, QKA R. Jay Taets, QKA Davenport, Iowa Area Details
R. Jay Taets, QKA's American Trust Retirement Experience April 2014 - February 2015
Job
Industry Accounting
Experience
Qualified Plan Consultants, LLC  February 2015 - Present
American Trust Retirement   April 2014 - February 2015
Pension Inc.   August 1997 - April 2014
Investment Consulting Group, Inc.   November 1995 - July 1997
BlackHawk State Bank  February 1994 - November 1995

Skills
Pensions, Profit Sharing, Retirement, Customer Service, Nonprofits, Retirement Planning, 401k, Fundraising, Insurance, Defined Benefit, Retirement Plan..., 403 b, Defined Contribution, ERISA

Education
St. Ambrose University   1991 — 1993
B.A., Business Administration

Black Hawk College   1989 — 1990
N/A, Liberal Arts

Eric Ruff Eric Ruff Bettendorf, Iowa Details
Eric Ruff's American Trust Retirement Experience April 2014 - Present
Job Account Manager, Retirement Division, American Trust & Savings Bank
Industry Financial Services
Experience
American Trust Retirement   April 2014 - Present
Pension Inc.   November 2003 - April 2014
CIGNA Retirement & Investment Services  1991 - 2003

Skills
Qualified 401(k)..., Qualified Retirement..., Retirement Plan..., Pensions, Retirement Planning, Retirement, ERISA, Defined Benefit, Mutual Funds, Profit Sharing, Customer Service, 401k, Defined Contribution

Education
Loras College   1986 — 1990
Finance & Management, Finance, General

Aaron Schueller Aaron Schueller Dubuque, Iowa Details
Aaron Schueller's American Trust Retirement Experience June 2013 - May 2015
Job .
Industry Financial Services
Experience
American Trust Retirement   June 2013 - May 2015
Loras College  August 2011 - May 2015
Shake n Bake Basketball   February 2013 - July 2013
Town Clock Inn   June 2009 - March 2013
Cottingham & Butler  May 2012 - August 2012

Skills
Sales, Customer Service, PowerPoint, Microsoft Word, Microsoft Dynamics GP, Microsoft Excel, Time Management, Public Speaking, Microsoft Office, Outlook, Teamwork, Social Media, Marketing

Education
Loras College   2011 — 2015
Bachelor's degree, Finance, Senior

Jody Clasen Jody Clasen Dubuque, Iowa Area Details
Jody Clasen's American Trust Retirement Experience August 2006 - Present
Job Transition Supervisor, Retirement Divison, American Trust & Savings Bank
Industry Financial Services
Experience
American Trust Retirement   August 2006 - Present
Iowa Bank   September 2003 - October 2006

Skills
401k, Banking, Investments, Portfolio Management, Retirement Planning, Leadership, Strategic Planning, Mutual Funds, Management

Education
Clinton Community College
Associate's Degree, Business Administration and Management, General

Sam Koenig Sam Koenig Dubuque, Iowa Details
Sam Koenig's American Trust Retirement Experience May 2014 - January 2015
Job Sales Executive at Cottingham & Butler
Industry Financial Services
Experience
Cottingham & Butler  August 2015 - Present
Wahlert Catholic High School  January 2014 - Present
McGladrey  May 2015 - August 2015
McGladrey  January 2015 - April 2015
American Trust Retirement   May 2014 - January 2015
American Trust & Savings Bank  May 2013 - May 2014
Wahlert Catholic High School  February 2013 - January 2014
Hy Vee  January 2013 - June 2013
Telegraph Herald  November 2007 - May 2012

Skills
Customer Service, Fundraising, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, New Business Development, PowerPoint, Sales, Social Media, Leadership, Social Networking, Event Planning

Education
Loras College   2012 — 2015
Accounting

Wahlert Catholic High School   2008 — 2012

Michelle Breitbach Michelle Breitbach Dubuque, Iowa Area Details
Michelle Breitbach's American Trust Retirement Experience April 2015 - Present
Job Financial Control, Retirement Division, American Trust & Savings Bank
Industry Financial Services
Experience
American Trust Retirement   April 2015 - Present
American Trust Retirement   January 2011 - April 2015
American Trust Retirement   December 2007 - January 2011
Prudential Financial  January 2004 - December 2007
CIGNA Healthcare  January 2002 - January 2004

Skills
Proposal Writing, Teaching, Team Building, Coaching, Training Delivery, Employee Training, Supervising, Building Relationships, Relationship Marketing, Sales Presentations, Customer Service..., Brand Development

Education
University of Northern Iowa   1998 — 2002
Bachelor of Arts (B.A.), General Studies, Marketing

Daniel McDermott Daniel McDermott Dubuque, Iowa Details
Daniel McDermott's American Trust Retirement Experience July 2014 - Present
Job Inside Sales Executive, Retirement Division, American Trust & Savings Bank
Industry Financial Services
Experience
American Trust Retirement   July 2014 - Present
American Trust Retirement   April 2013 - July 2014
American Trust Retirement   September 2012 - April 2013
Principal Global Investors  June 2012 - September 2012
Loras College  April 2011 - May 2012
Loras College  August 2009 - May 2012
Sherwin Williams  May 2011 - August 2011
Loras College  April 2010 - May 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Social Media, Research, Public Speaking, Microsoft Word, Access, Event Planning, Management, New Business Development, Sales, Social Networking, Marketing, Outlook

Education
Loras College   2013 — 2015
Master of Business Administration (MBA), Business Analytics

Loras College   2008 — 2012
Finance and Management

Brian McCleary Brian McCleary Dubuque, Iowa Area Details
Brian McCleary's American Trust Retirement Experience October 2009 - September 2015
Job Wealth Advisor, Private Client Servces, Dubuque Bank & Trust
Industry Financial Services
Experience
American Trust Retirement   October 2009 - September 2015
Prudential Financial  August 2000 - October 2009
Highland Computer Forms, Inc.   May 1998 - August 2000

Skills
Financial Planning, Retirement Planning, Investments, Strategic Planning, Public Speaking, Customer Service, English, Research, Teaching, Budgets, Negotiation, Retirement

Education
Iowa Wesleyan College   1991 — 1995
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services

Debbie Reagan Debbie Reagan Dubuque, Iowa Area Details
Debbie Reagan's American Trust Retirement Experience September 2014 - Present
Job Document Specialist, Retirement Division, American Trust & Savings Bank
Industry Financial Services
Experience
American Trust Retirement   September 2014 - Present
American Trust & Savings Bank  March 2012 - August 2014

Skills
Banking, Investments, Loans, Mortgage Lending

Education
University of Iowa
Bachelor of Business Administration (B.B.A.), Finance

Ryan Bryte Ryan Bryte Dubuque, Iowa Area Details
Ryan Bryte's American Trust Retirement Experience 2013 - Present
Job Vice President, Sales Manager, Retirement Division, American Trust & Savings Bank
Industry Financial Services
Experience
American Trust Retirement   2013 - Present
American Trust Retirement   2007 - 2012
Prudential Financial  2005 - 2007
Prudential Financial  2003 - 2005

Skills
Investments, Retirement, Retirement Planning

Education
Clarke University   2004 — 2007
Master of Business Administration (M.B.A.), Business Administration, Management and Operations

Simpson College   1993 — 1997
Bachelor's degree, Business Administration, Management and Operations

Tiffiney Winkleblack Tiffiney Winkleblack Dubuque, Iowa Area Details
Tiffiney Winkleblack's American Trust Retirement Experience January 2015 - Present
Job Document Specialist, Retirement Division, American Trust & Savings Bank
Industry Financial Services
Experience
American Trust Retirement   January 2015 - Present
Escrow Professional Company   August 2013 - November 2014
First American Bank  October 2012 - August 2013
First American Bank  May 2009 - October 2012

Skills
Loans, Mortgage Lending, Banking, Loan Origination, FHA, Residential Mortgages, Refinance, VA loans, USDA, FHA financing

Education
University of Northern Iowa   2003 — 2007
Bachelor of Arts (BA), Finance, General

University of Northern Iowa   2003 — 2007
Bachelor of Arts (BA), Real Estate

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