Ascensus College Savings
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29 Ascensus College Savings employees in database. Find out everything there's to know about Ascensus College Savings employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ascensus College Savings Employees
Employee
Years
Job
Industry
Tucker Lieberman Tucker Lieberman's Ascensus College Savings Experience January 2015 - Present
Job Financial software usability designer
Industry Information Technology and Services
Experience
Ascensus College Savings January 2015 - Present
Ascensus College Savings July 2008 - January 2015
Ascensus College Savings October 2006 - July 2008
Jewish Family Service of Metrowest November 2002 - August 2006
US Army July 2004 - August 2004
Skills
Usability Testing, User Acceptance Testing, Usability Architecture, SQL, Editing, Research, Copywriting, Analysis, Financial Services, Data Processing, Copy Editing, Non-profits, Financial Software..., Databases, Journalism, Fundraising, SharePoint, Technical Writing, Series 7, General Securities..., Web Design, Data Analysis, Web Applications, Software Documentation, Business Requirements, Online Marketing, Web Content, Philosophy, Newsletters, Creative Writing, Blogging, Content Management
Education
Boston University 2003 — 2005
MS, Journalism
Brown University 1998 — 2002
BA, Philosophy
Lincoln-Sudbury Regional High School 1994 — 1998
Ascensus College Savings January 2015 - Present
Ascensus College Savings July 2008 - January 2015
Ascensus College Savings October 2006 - July 2008
Jewish Family Service of Metrowest November 2002 - August 2006
US Army July 2004 - August 2004
Skills
Usability Testing, User Acceptance Testing, Usability Architecture, SQL, Editing, Research, Copywriting, Analysis, Financial Services, Data Processing, Copy Editing, Non-profits, Financial Software..., Databases, Journalism, Fundraising, SharePoint, Technical Writing, Series 7, General Securities..., Web Design, Data Analysis, Web Applications, Software Documentation, Business Requirements, Online Marketing, Web Content, Philosophy, Newsletters, Creative Writing, Blogging, Content Management
Education
Boston University 2003 — 2005
MS, Journalism
Brown University 1998 — 2002
BA, Philosophy
Lincoln-Sudbury Regional High School 1994 — 1998
Lee Divers Lee Divers's Ascensus College Savings Experience November 2007 - October 2014
Job Accounting Analyst
Industry Financial Services
Experience
State Street July 2015 - Present
Ascensus College Savings November 2007 - October 2014
Ascensus College Savings October 2004 - November 2007
Skills
Financial Services, Accounting, Financial Analysis, Credit, Process Improvement, Financial Reporting, Financial Modeling, Finance, Risk Management, Banking, Internal Controls, Auditing, Microsoft Excel, Internal Audit, Real Estate, QuickBooks, PeopleSoft, Oracle Applications, Business Analysis, Project Management, Data Analysis
Education
Northeastern University 2012 — 2015
Bachelor of Science (B.S.), Leadership
The New England Institute of Art 2002 — 2004
Associate of Science (A.S.), Communication and Media Studies
State Street July 2015 - Present
Ascensus College Savings November 2007 - October 2014
Ascensus College Savings October 2004 - November 2007
Skills
Financial Services, Accounting, Financial Analysis, Credit, Process Improvement, Financial Reporting, Financial Modeling, Finance, Risk Management, Banking, Internal Controls, Auditing, Microsoft Excel, Internal Audit, Real Estate, QuickBooks, PeopleSoft, Oracle Applications, Business Analysis, Project Management, Data Analysis
Education
Northeastern University 2012 — 2015
Bachelor of Science (B.S.), Leadership
The New England Institute of Art 2002 — 2004
Associate of Science (A.S.), Communication and Media Studies
W. David Malone, CFA, CIMA® W. David Malone, CFA, CIMA®'s Ascensus College Savings Experience July 2014 - Present
Job Director of Investment Management at Ascensus
Industry Investment Management
Experience
Ascensus College Savings July 2014 - Present
Advocacy Investments LLC May 2013 - July 2014
Wintergreen Investment Management & Research January 2009 - April 2013
FinArc Investments, Inc. July 1999 - November 2008
J. P. Morgan Chase June 1993 - June 1999
New England Banking Institute April 1991 - May 1993
KPMG Peat Marwick August 1990 - April 1991
Skills
Portfolio Management, Investments, Financial Modeling, Mutual Funds, Valuation, Asset Allocation, Financial Analysis, Investment Management, Economics, Investment Strategies, Investment Advisory, Asset Managment, Analysis, Strategic Financial..., Leadership, Wealth Management, Competitive Analysis, Strategy, Finance, Trading, Securities, Capital Markets, Business Development, Financial Services, Financial Risk, Retirement Planning, Mentoring, Morningstar Direct, Fixed Income, Equities, Due Diligence, Management, Alternative Investments, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MSF, Finance
Tulane University - A.B. Freeman School of Business 1986 — 1990
BS, Management
Thayer Academy 1983 — 1986
High School
Silver Lake
Ascensus College Savings July 2014 - Present
Advocacy Investments LLC May 2013 - July 2014
Wintergreen Investment Management & Research January 2009 - April 2013
FinArc Investments, Inc. July 1999 - November 2008
J. P. Morgan Chase June 1993 - June 1999
New England Banking Institute April 1991 - May 1993
KPMG Peat Marwick August 1990 - April 1991
Skills
Portfolio Management, Investments, Financial Modeling, Mutual Funds, Valuation, Asset Allocation, Financial Analysis, Investment Management, Economics, Investment Strategies, Investment Advisory, Asset Managment, Analysis, Strategic Financial..., Leadership, Wealth Management, Competitive Analysis, Strategy, Finance, Trading, Securities, Capital Markets, Business Development, Financial Services, Financial Risk, Retirement Planning, Mentoring, Morningstar Direct, Fixed Income, Equities, Due Diligence, Management, Alternative Investments, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MSF, Finance
Tulane University - A.B. Freeman School of Business 1986 — 1990
BS, Management
Thayer Academy 1983 — 1986
High School
Silver Lake
Avani Jambudi Avani Jambudi's Ascensus College Savings Experience February 2014 - Present
Job Business Systems Analyst II at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings February 2014 - Present
Merchant Warehouse May 2013 - January 2014
More Direct,Inc July 2012 - March 2013
Rockers Technology February 2008 - March 2012
Skills
Project Coordination, Software Development, UML, Requirements Gathering, Issue Resolution, Increase Productivity, Creative Problem Solving, Solution Implementation, Managing Deadlines, Manual Testing, Kanban, Atlassian JIRA, Team Leadership, Microsoft Office, Confluence, Agile Methodologies, Testing, Relationship Management, Management
Education
Georgia State University 2005 — 2007
Bachelor's degree, Business
Best 1999 — 2001
High School Graduation
Reubs 1988 — 1999
High School
Ascensus College Savings February 2014 - Present
Merchant Warehouse May 2013 - January 2014
More Direct,Inc July 2012 - March 2013
Rockers Technology February 2008 - March 2012
Skills
Project Coordination, Software Development, UML, Requirements Gathering, Issue Resolution, Increase Productivity, Creative Problem Solving, Solution Implementation, Managing Deadlines, Manual Testing, Kanban, Atlassian JIRA, Team Leadership, Microsoft Office, Confluence, Agile Methodologies, Testing, Relationship Management, Management
Education
Georgia State University 2005 — 2007
Bachelor's degree, Business
Best 1999 — 2001
High School Graduation
Reubs 1988 — 1999
High School
Ginger Romero Pardlo Ginger Romero Pardlo's Ascensus College Savings Experience August 2007 - July 2015
Job Financial Advisor at Halliday Financial
Industry Financial Services
Experience
Halliday Financial August 2015 - Present
Ascensus College Savings August 2007 - July 2015
New York Communities for Change December 2005 - May 2007
American Express September 1999 - September 2004
Education
Harvard University
BA magna cum laude, Social Studies
Princeton University
MPA, Domestic Policy
Halliday Financial August 2015 - Present
Ascensus College Savings August 2007 - July 2015
New York Communities for Change December 2005 - May 2007
American Express September 1999 - September 2004
Education
Harvard University
BA magna cum laude, Social Studies
Princeton University
MPA, Domestic Policy
David Gevorkian David Gevorkian's Ascensus College Savings Experience September 2014 - Present
Job UX Product Manager at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings September 2014 - Present
Dealertrack Technologies December 2013 - September 2014
RBS Citizens Bank March 2013 - November 2013
RBS Citizens Bank August 2009 - March 2013
NiteSpy LLC July 2011 - October 2012
RBS Citizens Bank March 2008 - August 2009
Skills
Banking, Finance, Management, Customer Service, Project Management, Marketing, Financial Analysis, Analysis, Reliability, Product Marketing, Analytical Skills, Sales, Loans, Financial Modeling, Accounting, Punctuation, Goal Oriented, Social Networking, Retail Banking, Commercial Banking, Risk Management, Analytics, Team Leadership, Microsoft Office, Access, Business Analysis, Communication, Writing, PowerPoint, Microsoft Word, Microsoft Excel, Product Management
Education
Salve Regina University 2013 — 2016
Mba, Business Administration and Management, General
Bryant University 2013 — 2013
Project Management Certificate, Project Management, A
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.5
Ascensus College Savings September 2014 - Present
Dealertrack Technologies December 2013 - September 2014
RBS Citizens Bank March 2013 - November 2013
RBS Citizens Bank August 2009 - March 2013
NiteSpy LLC July 2011 - October 2012
RBS Citizens Bank March 2008 - August 2009
Skills
Banking, Finance, Management, Customer Service, Project Management, Marketing, Financial Analysis, Analysis, Reliability, Product Marketing, Analytical Skills, Sales, Loans, Financial Modeling, Accounting, Punctuation, Goal Oriented, Social Networking, Retail Banking, Commercial Banking, Risk Management, Analytics, Team Leadership, Microsoft Office, Access, Business Analysis, Communication, Writing, PowerPoint, Microsoft Word, Microsoft Excel, Product Management
Education
Salve Regina University 2013 — 2016
Mba, Business Administration and Management, General
Bryant University 2013 — 2013
Project Management Certificate, Project Management, A
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.5
Ryan J. Holt's Ascensus College Savings Experience July 2014 - Present
Job Corporate Counsel at Ascensus College Savings
Industry Law Practice
Experience
Ascensus College Savings July 2014 - Present
Analysis Group April 2013 - July 2014
Obama for America September 2012 - November 2012
Democratic National Committee May 2012 - September 2012
State Street November 2011 - February 2012
PwC June 2011 - August 2011
Raytheon November 2010 - February 2011
Judge Bruce Selya, US Court of Appeals for the First Circuit June 2010 - August 2010
Skills
Legal Research, Policy Analysis, Legal Writing, Public Speaking, Political Campaigns, Public Policy, Leadership, Community Outreach, Research, Fundraising, Policy, Compliance, Corporate Law, Contract Negotiation, Contract Law
Education
Northeastern University School of Law 2009 — 2012
Doctor of Law (J.D.)
Providence College 2005 — 2009
BA, Political Science, Business Studies
Classical High School 2001 — 2005
Ascensus College Savings July 2014 - Present
Analysis Group April 2013 - July 2014
Obama for America September 2012 - November 2012
Democratic National Committee May 2012 - September 2012
State Street November 2011 - February 2012
PwC June 2011 - August 2011
Raytheon November 2010 - February 2011
Judge Bruce Selya, US Court of Appeals for the First Circuit June 2010 - August 2010
Skills
Legal Research, Policy Analysis, Legal Writing, Public Speaking, Political Campaigns, Public Policy, Leadership, Community Outreach, Research, Fundraising, Policy, Compliance, Corporate Law, Contract Negotiation, Contract Law
Education
Northeastern University School of Law 2009 — 2012
Doctor of Law (J.D.)
Providence College 2005 — 2009
BA, Political Science, Business Studies
Classical High School 2001 — 2005
Michael Crosscup's Ascensus College Savings Experience April 2011 - July 2015
Job Experienced Financial Services Leader
Industry Financial Services
Experience
Ascensus College Savings April 2011 - July 2015
Ascensus College Savings January 2005 - April 2011
Ascensus College Savings June 2003 - June 2005
Ascensus College Savings August 2001 - June 2003
Worldinsure Ltd November 2000 - August 2001
John Hancock Financial Services January 1997 - November 2000
Community Newspaper Company June 1996 - January 1997
Skills
Financial Services, Leadership, Transfer Agency, Call Centers, Process Improvement, SDLC, Business Analysis, Vendor Management, Investments, Mutual Funds, Securities, Project Management, Product Management, CRM, Customer Service, Agile & Waterfall..., Production Support, Telephony, Document Management, Management, Strategic Planning, Business Continuity..., Avaya Technologies, Documentum, Kofax, Document Capture, Workforce Management, Workflow Management, Verint Witness, InContact, VRU, Relationship Management, SaaS, Team Leadership, Microsoft Office
Education
Boston College 1997 — 1999
Master of Science (M.S.), Administrative Studies
University of Massachusetts, Amherst 1991 — 1996
Bachelor of Science (BS), Political Science
Ascensus College Savings April 2011 - July 2015
Ascensus College Savings January 2005 - April 2011
Ascensus College Savings June 2003 - June 2005
Ascensus College Savings August 2001 - June 2003
Worldinsure Ltd November 2000 - August 2001
John Hancock Financial Services January 1997 - November 2000
Community Newspaper Company June 1996 - January 1997
Skills
Financial Services, Leadership, Transfer Agency, Call Centers, Process Improvement, SDLC, Business Analysis, Vendor Management, Investments, Mutual Funds, Securities, Project Management, Product Management, CRM, Customer Service, Agile & Waterfall..., Production Support, Telephony, Document Management, Management, Strategic Planning, Business Continuity..., Avaya Technologies, Documentum, Kofax, Document Capture, Workforce Management, Workflow Management, Verint Witness, InContact, VRU, Relationship Management, SaaS, Team Leadership, Microsoft Office
Education
Boston College 1997 — 1999
Master of Science (M.S.), Administrative Studies
University of Massachusetts, Amherst 1991 — 1996
Bachelor of Science (BS), Political Science
Shelia Perkins's Ascensus College Savings Experience 2006 - Present
Job President and Principal Consultant • IT Project Management • Business Integration • Strategic Planning
Industry Information Technology and Services
Experience
Ascensus College Savings 2006 - Present
Perkins & Company Business and Technology Consulting 2003 - Present
Skills
Product Management, Program Management, Business Intelligence, SDLC
Education
Simmons College - Simmons School of Management 1993 — 1996
MBA
Ascensus College Savings 2006 - Present
Perkins & Company Business and Technology Consulting 2003 - Present
Skills
Product Management, Program Management, Business Intelligence, SDLC
Education
Simmons College - Simmons School of Management 1993 — 1996
MBA
Bryan Berry's Ascensus College Savings Experience December 2013 - Present
Job Manager Portfolio Accounting and Reconciliation at Ascensus College Savings
Industry Investment Management
Experience
Ascensus College Savings December 2013 - Present
Olmstead Associates November 2012 - August 2013
BANK OF AMERICA/COLUMBIA MANAGEMENT August 2009 - April 2012
BANK OF AMERICA/COLUMBIA MANAGEMENT September 2008 - August 2009
BANK OF AMERICA/COLUMBIA MANAGEMENT September 2006 - September 2008
State Street Bank August 2005 - September 2006
State Street Bank September 2003 - August 2005
State Street Bank October 2000 - September 2003
State Street Bank May 1998 - October 2000
DebSan Decorating, Inc. March 1996 - May 1998
Skills
Securities, Mutual Funds, Bloomberg, Fixed Income, Equities, Investments, Asset Managment, Finance, Financial Services, Access, Settlements, Crystal Reports, Customer Relations, Middle Office, Asset Management, Client Service, Corporate Actions, Back Office, Reconciliation, Business Analysis, Funding, Settlement, Investment Banking, Process Improvement, Problem Solving, project management, Fund Of Funds, Fund Accounting, Securities Lending, Investment Management, Trading, 529 Plans
Education
Ashford University 2009 — 2010
BA, Business Administaration
Massasoit Community College 1999 — 2003
AA, Business
Clark University
certificate, IT
abington high school
Ascensus College Savings December 2013 - Present
Olmstead Associates November 2012 - August 2013
BANK OF AMERICA/COLUMBIA MANAGEMENT August 2009 - April 2012
BANK OF AMERICA/COLUMBIA MANAGEMENT September 2008 - August 2009
BANK OF AMERICA/COLUMBIA MANAGEMENT September 2006 - September 2008
State Street Bank August 2005 - September 2006
State Street Bank September 2003 - August 2005
State Street Bank October 2000 - September 2003
State Street Bank May 1998 - October 2000
DebSan Decorating, Inc. March 1996 - May 1998
Skills
Securities, Mutual Funds, Bloomberg, Fixed Income, Equities, Investments, Asset Managment, Finance, Financial Services, Access, Settlements, Crystal Reports, Customer Relations, Middle Office, Asset Management, Client Service, Corporate Actions, Back Office, Reconciliation, Business Analysis, Funding, Settlement, Investment Banking, Process Improvement, Problem Solving, project management, Fund Of Funds, Fund Accounting, Securities Lending, Investment Management, Trading, 529 Plans
Education
Ashford University 2009 — 2010
BA, Business Administaration
Massasoit Community College 1999 — 2003
AA, Business
Clark University
certificate, IT
abington high school
Yogesh Reddy's Ascensus College Savings Experience December 2009 - Present
Job Senior Business Analyst
Industry Investment Management
Experience
Ascensus College Savings December 2009 - Present
Upromise Investments, Inc October 2008 - December 2009
Upromise Investments, Inc September 2006 - October 2008
TRUenergy February 2005 - July 2006
United Customer Management Solutions August 2004 - February 2005
AGL Pty Ltd February 2004 - August 2004
AGL Pty Ltd October 2002 - January 2004
Skills
Business Analysis, System Design, Business Requirements, Business Process, Software Project..., Software Quality..., Agile Methodologies, Product Requirements, Financial Reporting, Oracle SQL, Data Analysis, Project Management, Visio, SDLC, Process Improvement, Use Case Analysis, Business Intelligence, Web Applications, Analysis, Test Planning, Requirements Gathering, Requirements Analysis, Quality Center, Data Warehousing, Management, Systems Analysis, SQL, Strategy, Data Modeling, Integration, SOA, Enterprise Architecture, Business Process..., PL/SQL, Data Conversion, Access, Toad, Web Services, User Acceptance Testing, Oracle, Software Documentation, Quality Assurance, Test Cases, Scrum, Databases, Unix, Testing, CRM, System Testing, ETL
Education
Central Queensland University 1999 — 2002
Bachelor, Information Technology (Computer Science)
Holmesglen Institute of Tafe 1997 — 1999
Diploma of Technology, Computer Science
Certifications
Ascensus College Savings December 2009 - Present
Upromise Investments, Inc October 2008 - December 2009
Upromise Investments, Inc September 2006 - October 2008
TRUenergy February 2005 - July 2006
United Customer Management Solutions August 2004 - February 2005
AGL Pty Ltd February 2004 - August 2004
AGL Pty Ltd October 2002 - January 2004
Skills
Business Analysis, System Design, Business Requirements, Business Process, Software Project..., Software Quality..., Agile Methodologies, Product Requirements, Financial Reporting, Oracle SQL, Data Analysis, Project Management, Visio, SDLC, Process Improvement, Use Case Analysis, Business Intelligence, Web Applications, Analysis, Test Planning, Requirements Gathering, Requirements Analysis, Quality Center, Data Warehousing, Management, Systems Analysis, SQL, Strategy, Data Modeling, Integration, SOA, Enterprise Architecture, Business Process..., PL/SQL, Data Conversion, Access, Toad, Web Services, User Acceptance Testing, Oracle, Software Documentation, Quality Assurance, Test Cases, Scrum, Databases, Unix, Testing, CRM, System Testing, ETL
Education
Central Queensland University 1999 — 2002
Bachelor, Information Technology (Computer Science)
Holmesglen Institute of Tafe 1997 — 1999
Diploma of Technology, Computer Science
Certifications
Edwin J. Twomey's Ascensus College Savings Experience December 2014 - Present
Job Sr. Director, Operational Risk Management at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings December 2014 - Present
Ascensus College Savings 2013 - 2014
Upromise Investments, Inc. 2011 - 2013
Upromise Investments, Inc. 2008 - 2011
Upromise Investments, Inc. 2004 - 2007
Education
Assumption College
Bachelor of Arts (B.A.), English
Ascensus College Savings December 2014 - Present
Ascensus College Savings 2013 - 2014
Upromise Investments, Inc. 2011 - 2013
Upromise Investments, Inc. 2008 - 2011
Upromise Investments, Inc. 2004 - 2007
Education
Assumption College
Bachelor of Arts (B.A.), English
Gina Pinos's Ascensus College Savings Experience January 2010 - Present
Job Strategic Branding; Integrated Marketing; Niche Expertise (Hispanic, parent and 529 College Savings)
Industry Higher Education
Experience
Ascensus College Savings January 2010 - Present
Time Inc. 2007 - 2008
NYS Consumer Protection Board 2003 - 2007
Wenner Media 2001 - 2003
Latina Magazine 1997 - 2001
The Bravo Group 1996 - 1997
Manning Selvage and Lee 1994 - 1996
Skills
Marketing Communications, Advertising, Content Strategy, Integrated Marketing, Community Outreach, Marketing, Digital Media, Marketing Strategy, Public Relations, Media Relations, Corporate Communications, Strategic Communications, Press Releases, Marketing Management, Brand Development, Event Management, Event Planning, Strategic Planning, Strategic Partnerships, Email Marketing
Education
Fashion Institute of Technology 1990 — 1994
BS, Marketing & Communications
Ascensus College Savings January 2010 - Present
Time Inc. 2007 - 2008
NYS Consumer Protection Board 2003 - 2007
Wenner Media 2001 - 2003
Latina Magazine 1997 - 2001
The Bravo Group 1996 - 1997
Manning Selvage and Lee 1994 - 1996
Skills
Marketing Communications, Advertising, Content Strategy, Integrated Marketing, Community Outreach, Marketing, Digital Media, Marketing Strategy, Public Relations, Media Relations, Corporate Communications, Strategic Communications, Press Releases, Marketing Management, Brand Development, Event Management, Event Planning, Strategic Planning, Strategic Partnerships, Email Marketing
Education
Fashion Institute of Technology 1990 — 1994
BS, Marketing & Communications
David Ponder's Ascensus College Savings Experience June 2007 - Present
Job Vice President at Upromise Investments
Industry Financial Services
Experience
Ascensus College Savings June 2007 - Present
Upromise May 2002 - June 2007
Catalina Marketing 1999 - 2002
Skills
Strategic Partnerships, Series 7, Series 24, Business Development, Competitive Analysis, Integrated Marketing, Start-ups, Financial Services, Marketing Strategy, Product Management, Mutual Funds, Customer Insight, Multi-channel Marketing, Digital Marketing, Strategy, Analytics, Financial Modeling, Asset Management, Customer Acquisition, CRM, Relationship Management, Loyalty Marketing, Direct Marketing, Product Development, Cross-functional Team..., Business Analysis, Management, Vendor Management, New Business Development, Segmentation, Marketing, Investments, Strategic Planning, Financial Analysis, Lead Generation, Business Strategy, E-commerce, Database Marketing, Account Management, Securities, Series 63
Education
Florida State University 1980 — 1984
BS
Ascensus College Savings June 2007 - Present
Upromise May 2002 - June 2007
Catalina Marketing 1999 - 2002
Skills
Strategic Partnerships, Series 7, Series 24, Business Development, Competitive Analysis, Integrated Marketing, Start-ups, Financial Services, Marketing Strategy, Product Management, Mutual Funds, Customer Insight, Multi-channel Marketing, Digital Marketing, Strategy, Analytics, Financial Modeling, Asset Management, Customer Acquisition, CRM, Relationship Management, Loyalty Marketing, Direct Marketing, Product Development, Cross-functional Team..., Business Analysis, Management, Vendor Management, New Business Development, Segmentation, Marketing, Investments, Strategic Planning, Financial Analysis, Lead Generation, Business Strategy, E-commerce, Database Marketing, Account Management, Securities, Series 63
Education
Florida State University 1980 — 1984
BS
Jeff Howkins's Ascensus College Savings Experience December 2013 - Present
Job CEO at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings December 2013 - Present
Upromise Investments May 2010 - Present
Upromise investments, Inc. October 2004 - 2010
Education
RPI 1992 — 1994
MBA, Business Administration and Management, General
Harvard University 1980 — 1984
Bachelor of Arts (BA), History
Ascensus College Savings December 2013 - Present
Upromise Investments May 2010 - Present
Upromise investments, Inc. October 2004 - 2010
Education
RPI 1992 — 1994
MBA, Business Administration and Management, General
Harvard University 1980 — 1984
Bachelor of Arts (BA), History
Tejan Crichton's Ascensus College Savings Experience December 2007 - Present
Job Financial Wholesaler with Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings December 2007 - Present
Fidelity Investments May 2005 - December 2007
Prudential October 2002 - May 2005
Skills
401k, Financial Services, Mutual Funds, Retirement, Securities, Finance, IRAs, FINRA, Sales, Series 63, Vendor Management, Investments, New Business Development, Series 6, Series 7, Series 99
Education
University of Alabama
Business Administration
Ascensus College Savings December 2007 - Present
Fidelity Investments May 2005 - December 2007
Prudential October 2002 - May 2005
Skills
401k, Financial Services, Mutual Funds, Retirement, Securities, Finance, IRAs, FINRA, Sales, Series 63, Vendor Management, Investments, New Business Development, Series 6, Series 7, Series 99
Education
University of Alabama
Business Administration
Derek DeLorenzo's Ascensus College Savings Experience March 2006 - Present
Job Senior Vice President Client Relationship Management at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings March 2006 - Present
John Hancock 1995 - March 2006
Smith Barney September 1993 - March 1995
Skills
Mutual Funds, Financial Services, Securities, Series 7, Investments
Education
Fairfield University 1989 — 1993
Bachelor of Arts (BA), History
Ascensus College Savings March 2006 - Present
John Hancock 1995 - March 2006
Smith Barney September 1993 - March 1995
Skills
Mutual Funds, Financial Services, Securities, Series 7, Investments
Education
Fairfield University 1989 — 1993
Bachelor of Arts (BA), History
Theresa Falzarano's Ascensus College Savings Experience May 2006 - Present
Job Ascensus College Savings (Formerly Upromise Investments)
Industry Financial Services
Experience
Ascensus College Savings May 2006 - Present
Skills
529 Plans, Financial Services, Microsoft Excel, Mutual Funds, Microsoft Office, Process Improvement, Program Management, Project Management, Relationship Management, Strategic Planning, Analysis, Business Analysis, CRM, Leadership, Data Analysis
Education
Simmons College - Simmons School of Management 2009 — 2012
MBA, Business
Ascensus College Savings May 2006 - Present
Skills
529 Plans, Financial Services, Microsoft Excel, Mutual Funds, Microsoft Office, Process Improvement, Program Management, Project Management, Relationship Management, Strategic Planning, Analysis, Business Analysis, CRM, Leadership, Data Analysis
Education
Simmons College - Simmons School of Management 2009 — 2012
MBA, Business
Tony Marcuccio's Ascensus College Savings Experience October 2011 - Present
Job Financial Services Representative
Industry Marketing and Advertising
Experience
Ascensus College Savings October 2011 - Present
TD Ameritrade, Inc August 2010 - July 2011
Great Western Bank September 2006 - August 2010
Burger King Corporation May 2001 - September 2006
Skills
Sales, Leadership, Customer Service, Marketing, Finance, Banking, Communication, Customer Retention, Microsoft Excel, Mentoring, PowerPoint, Outlook, Microsoft Office, Series 7, Series 63, 529 Plans, FINRA, Asset Allocation, Stock Market, Securities, Supervisory Skills, Financial Services, Training, Process Improvement
Education
Creighton University 2003 — 2009
Bachelor of Science in Business Administration, Marketing
Ralston High School 2000 — 2003
Ascensus College Savings October 2011 - Present
TD Ameritrade, Inc August 2010 - July 2011
Great Western Bank September 2006 - August 2010
Burger King Corporation May 2001 - September 2006
Skills
Sales, Leadership, Customer Service, Marketing, Finance, Banking, Communication, Customer Retention, Microsoft Excel, Mentoring, PowerPoint, Outlook, Microsoft Office, Series 7, Series 63, 529 Plans, FINRA, Asset Allocation, Stock Market, Securities, Supervisory Skills, Financial Services, Training, Process Improvement
Education
Creighton University 2003 — 2009
Bachelor of Science in Business Administration, Marketing
Ralston High School 2000 — 2003
Jose Rafael Gamboa's Ascensus College Savings Experience April 2014 - Present
Job
Industry Financial Services
Experience
Ascensus College Savings April 2014 - Present
Education
Stockton University
Bachelor of Science (B.S.), Finance
Ascensus College Savings April 2014 - Present
Education
Stockton University
Bachelor of Science (B.S.), Finance
Jim McCutcheon's Ascensus College Savings Experience October 2006 - Present
Job Snr Client Service Representative Supervisor at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings October 2006 - Present
Van Kampen Investments October 1995 - August 2006
Van Kampen Investments October 1995 - August 2006
Van Kampen Investments October 1995 - August 2006
Van Kampen Investments October 1995 - August 2006
Skills
Forecasting, Call Centers, Financial Services, Microsoft Excel, Management, Training, Mutual Funds, Relationship Management, Customer Service, Retirement Planning, Time Management, Microsoft Office, PowerPoint, Competitive Analysis
Education
Trinity University 1987 — 1991
Bachelor's Degree, 3.29 GPA
Northwestern Univeristy 1993 — 1994
Master's Degree, 3.87 GPA
Houston Community College 1997 — 1998
4.0 GPA
Ascensus College Savings October 2006 - Present
Van Kampen Investments October 1995 - August 2006
Van Kampen Investments October 1995 - August 2006
Van Kampen Investments October 1995 - August 2006
Van Kampen Investments October 1995 - August 2006
Skills
Forecasting, Call Centers, Financial Services, Microsoft Excel, Management, Training, Mutual Funds, Relationship Management, Customer Service, Retirement Planning, Time Management, Microsoft Office, PowerPoint, Competitive Analysis
Education
Trinity University 1987 — 1991
Bachelor's Degree, 3.29 GPA
Northwestern Univeristy 1993 — 1994
Master's Degree, 3.87 GPA
Houston Community College 1997 — 1998
4.0 GPA
jeff howkins's Ascensus College Savings Experience
Job
Industry Financial Services
Experience
Ascensus College Savings
Education
Harvard University
Bachelor's degree, History
Rensselaer Polytechnic Institute
Master of Business Administration (MBA)
Ascensus College Savings
Education
Harvard University
Bachelor's degree, History
Rensselaer Polytechnic Institute
Master of Business Administration (MBA)