American Trust Retirement
Industry: Company
DescriptionParent organization: American Trust & Savings Bank Subsidiary: Pension Inc.
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American Trust Retirement Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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