ASPire Financial Services

Industry: Company

Description

Founded: 2002 Subsidiary: InvestLink Technologies LLC

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

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ASPire Financial Services Employees

Employee
Years
Job
Industry
Orland Yee Orland Yee Greater Denver Area Details
Orland Yee's ASPire Financial Services Experience 2012 - 2014
Job Chief Technology Officer at Wave Insurance Technology
Industry Computer Software
Experience
Wave Insurance Technology   December 2014 - Present
Softbase Inc   2006 - Present
Aspire Financial Services   2012 - 2014
Microsoft  1993 - 2005
Quark  1991 - 1993

Skills
Software Project..., Software Development, Data Warehousing, Business Intelligence, Cloud Computing, Enterprise Architecture, ETL, Microsoft Technologies, Architecture, Database Design, Data Modeling, IT Strategy, Integration, OLAP, Solution Architecture, Analysis Services, Performance Tuning, T-SQL, SDLC, Data Warehouse..., SQL, SSRS, Data Integration, Business Analysis, SSIS, .NET, Databases, Master Data Management, OLTP, ITIL, Dimensional Modeling, SQL Tuning, Relational Databases, VB.NET, SOA, Data Mining, Data Quality, Data Marts, MDX, Cubes, Business Intelligence..., DTS, SQL Server, Erwin, Chief Technology Officer

Education
Harvard University
Strategic Management

Colorado State University
Computer Information Systems

Steven Reiske, PHR Steven Reiske, PHR Tampa, Florida Details
Steven Reiske, PHR's ASPire Financial Services Experience February 2009 - July 2011
Job Human Resources Generalist
Industry Human Resources
Experience
Self-Employed  June 2011 - Present
Refined Benefits dba Sullivan Benefits   July 2014 - October 2014
ASPire Financial Services   February 2009 - July 2011
Old Meeting House Ice Cream   May 2004 - February 2009

Skills
Employee Relations, Employee Benefits, Payroll, Non-profits, Finance, Training, Benefits Administration, HRIS, HR Policies, Talent Acquisition, Performance Management, Workers Compensation, FMLA, Policy, Nonprofits, ADP Payroll, Coaching, Recruiting, Talent Management, Human Resources, Deferred Compensation, Onboarding, New Hire Orientations, Job Descriptions, Workforce Planning, Employee Handbooks

Education
Marquette University   1982 — 1986
BA, Philosophy

Marquette University   1982 — 1986
BA, Latin

Derek A'Hara Derek A'Hara Tampa/St. Petersburg, Florida Area Details
Derek A'Hara's ASPire Financial Services Experience September 2013 - September 2014
Job Retirement Plan & Investment Consultant
Industry Financial Services
Experience
The Retirement Advantage  November 2014 - Present
Aspire Financial Services   September 2013 - September 2014
ADP Retirement Services  April 2007 - August 2013
Franklin Templeton Investments  July 2004 - March 2007
Franklin Templeton Investments  September 2000 - July 2004

Skills
Relationship Management, Cold Calling, Salesforce.com, Sales, Sales Operations, Retirement Planning, Retirement, Financial Services, Defined Contribution, Investments, Series 7, 401k, Mutual Funds, Series 63, Finance, Wealth Management

Education
Michigan State University

Amy Speece Amy Speece Hummelstown, Pennsylvania Details
Amy Speece's ASPire Financial Services Experience January 2015 - Present
Job Owner/CEO at Aspire Financial Services
Industry Hospital & Health Care
Experience
Aspire Financial Services   January 2015 - Present
The Autumn Group  November 2013 - Present
Messiah Lifeways  June 2013 - Present
Knickerbocker Villa Assisted Living   March 2009 - Present
Woodcliffe Manor   January 2007 - Present
Balanced Care Corporation  January 1995 - January 2000

Skills
Budgeting, Accounting, Healthcare Operations, Financial Analysis, Account Management, Mergers, Insurance, Strategic Planning, Financial Reporting, Small Business, Auditing, Employee Benefits, Managerial Finance, Marketing Communications, Advertising, Non-profits, Tax, Social Media, Internal Controls, Online Advertising, Risk Management, Payroll, Sales, Finance, Mergers & Acquisitions, Budgets, Nonprofits, CPA, Coaching, Leadership, Strategic Financial..., Healthcare, Management

Education
Penn State University
BS, Accounting

Jennifer Tanck, Esq. Jennifer Tanck, Esq. Tampa/St. Petersburg, Florida Area Details
Jennifer Tanck, Esq.'s ASPire Financial Services Experience March 2013 - Present
Job Senior Vice President of Account Management at Aspire Financial Services
Industry Financial Services
Experience
Aspire Financial Services   March 2013 - Present
Independent Financial Partners (IFP)   December 2010 - November 2012
Independent Financial Partners (IFP)   December 2008 - December 2010
KPMG  May 2007 - December 2008
Capital Planning, LLC   June 1997 - June 2006

Skills
Series 24, Series 7, Series 66, Series 63, Florida Bar Licensed, Multi-State Liquor..., State & Local Tax..., Uniform Combined State..., Licensing, Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Financial Advisory, Financial Services, Securities, Finance, Insurance, Retirement, 401k, Mutual Funds, Financial Planning

Education
Stetson University College of Law   2004 — 2007
Juris Doctorate, Tax & Securities Law

University of South Florida   1996 — 1999
Bachelor of Science, Management Information Systems

University of Florida   1994 — 1996

Benjamin Jones, CRPC® Benjamin Jones, CRPC® Orlando, Florida Area Details
Benjamin Jones, CRPC®'s ASPire Financial Services Experience August 2009 - May 2010
Job Financial Advisor / Sales Consultant
Industry Financial Services
Experience
Health Guidance Center   November 2008 - June 2010
ASPire Financial Services   August 2009 - May 2010
Smith Barney  September 2007 - November 2008
Ameriprise Financial  February 2005 - August 2007
ADP  September 2001 - August 2003
Republican Party of Florida  August 2000 - April 2001
Merrill Lynch  August 1998 - October 2000
Republican Party of Florida  February 2000 - August 2000
Bear Stearns  1997 - 1998

Education
Florida State University - College of Business   1996 — 1999
BA, Finance

Florida State University   1994 — 1999
Bachelor of Science, Finance

Kingwood High School   1990 — 1994

Marine Military Academy   1992 — 1993

Greensboro Day   1986 — 1990

Jessie Peter Jessie Peter Tampa/St. Petersburg, Florida Area Details
Jessie Peter's ASPire Financial Services Experience February 2012 - April 2013
Job Graphics & Production Coordinator at The Florida Orchestra
Industry Graphic Design
Experience
The Florida Orchestra  August 2013 - Present
ASPire Financial Services   February 2012 - April 2013
Directory Advertising Services   September 1998 - February 2008
North Memorial Health Care  May 1998 - October 1998
Newport News Times  June 1997 - May 1998

Skills
Logo Design, Graphics, Creative Development, Publishing, Brochures, Logos, Advertising, Layout, Posters, Art Direction, Illustration, Adobe Creative Suite, Flyers, Retouching, Print Production, Business Cards, Catalogs, Invitations, Banners, Creative Direction, Photoshop, Direct Mail, Dreamweaver, Newsletters, Brand Development, Communication Design, Art, Publications, QuarkXPress, Image Manipulation, Photography, Web Design

Education
Minneapolis College of Art and Design   1994 — 1997
Graphic Design

Hennepin Technical College   1993 — 1996
Advertising Art and Design

Alison Thom Alison Thom Naples, Florida Details
Alison Thom's ASPire Financial Services Experience October 2009 - March 2012
Job Project Manager at Kukk Architecture & Design, P.A.
Industry Architecture & Planning
Experience
Kukk Architecture & Design   November 2013 - Present
GardenBleu Design, LLC   August 2012 - October 2013
ASPire Financial Services   October 2009 - March 2012
401k ASP, Inc.   2008 - 2009
Shumake Architecture   August 2005 - January 2007

Skills
Product Development, Marketing, CAD, Retirement, Adobe Creative Suite, Microsoft Excel, Photoshop, Project Management, InDesign, Microsoft Office, Drawing, PowerPoint, Leadership, Outlook, Relationship Management, New Business Development, Process Improvement, 401k, Customer Service, Graphic Design, Landscape Architecture, Landscape Design, Negotiation, Sales Management, Strategic Planning

Education
University of South Florida   2004 — 2009
M.Arch, Architecture + Mathematics

TASIS   1998 — 2000

Singapore American School   1995 — 1998

Bill Hudock Bill Hudock Greater New York City Area Details
Bill Hudock's ASPire Financial Services Experience November 2011 - March 2015
Job Management Consultant at Financial Industry Technical Services, Inc. (FITS)
Industry Management Consulting
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.)   March 2015 - Present
Aspire Financial Services   November 2011 - March 2015
InvestLink Technologies  October 2005 - November 2011
Affiliated Computer Services (acquired Mellon Bank HRIS)   January 1999 - October 2005
Mellon Bank (acquired Dreyfus Retirement Services)   December 1997 - December 1998
Dreyfus Retirement Services  July 1995 - December 1997
Bankers Trust  January 1994 - July 1995

Skills
Pensions, Customer Service, Management, Employee Benefits, Human Resources, Analysis, 401k, Operations Management, Microsoft Excel, Business Analysis, Investments, Outsourcing, Budgets, Risk Management, Mutual Funds, Vendor Management, Finance, Process Improvement, Financial Services

Education
Saint Thomas Aquinas College   1980 — 1984
Bachelor of Science (BS), Finance, General

High School   1976 — 1980

Kevin Ausherman Kevin Ausherman Greater Denver Area Details
Kevin Ausherman's ASPire Financial Services Experience June 2013 - Present
Job Settlement & Reconciliation Associate at Aspire Financial Services
Industry Financial Services
Experience
Aspire Financial Services   June 2013 - Present
Trust Company of America  November 2005 - January 2013
Fiserv ISS  March 2005 - November 2005
Certified Financial Planners Board of Standards   April 2002 - February 2005
Fiserv Correspondent Services   January 2000 - September 2001

Skills
Microsoft Office 2007, GreatPlains, FundSERV, Written & Verbal..., Work Ethic, Accurate Data Entry, Account Reconciliation, Trust Services, Analytic Problem Solving, Leadership, Accounts..., Planning Budgeting &..., Training, Analysis, Financial Reporting, Financial Services, Access, Mutual Funds, Finance, Trading, Business Analysis, Financial Risk, Microsoft Office, Custodian Operations, Accurate Record Keeping, Nonprofits

Education
Metropolitan State College of Denver   1995 — 2001
Bachelor of Science in Finance, Accounting and Finance

Madeline Fennell Madeline Fennell Tampa, Florida Details
Madeline Fennell's ASPire Financial Services Experience June 2013 - Present
Job Director, PMO at ASPire Financial
Industry Financial Services
Experience
ASPire Financial Services   June 2013 - Present
First Savings Retirement Services   June 2010 - June 2013
Ascensus  April 1994 - June 2010
BISYS Group Inc   1994 - 2010

Skills
Risk Management, Financial Services, Business Analysis, Vendor Management, Process Improvement, Mutual Funds, Project Management, Relationship Management, Banking, Portfolio Management, Insurance, Employee Benefits, Team Building, 401k

Education
Penn State University   1985 — 1989
BS, Insurance

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