ASPPA Company
Industry: Nonprofit organization
DescriptionThe American Society of Pension Professionals & Actuaries is a national organization for career retirement plan professionals. The membership consists of the many disciplines supporting retirement income management and benefits policy. Headquarters: Arlington County, VA Founded: 1966 Motto: Making Retirement Plans Work President: Adam C. Pozek, QPA, QKA, CPFA (2018)
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ASPPA Employees
Employee
Years
Job
Industry
Barry Levy, QKA Barry Levy, QKA's ASPPA Experience October 2014 - Present
Job President at Levy & Associates TPA
Industry Nonprofit Organization Management
Experience
ASPPA October 2014 - Present
Levy & Associates March 1989 - Present
Levy & Associates 1992 - 2013
Burdines March 1978 - August 1988
Skills
401k, ERISA, Defined Benefit, FINRA, Employee Benefits, Pension Administration, Insurance, Profit Sharing, Retirement, Pensions, Retirement Plan..., Investment Advisory, Disability Insurance, Executive Pay, Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Actuarial Science, Investment Strategies, Investments, Asset Allocation, Business Planning, Estate Planning, Benefits Administration, Series 63, Series 7, Deferred Compensation, Fixed Annuities, Financial Services, IRS, IRAs, Securities
Education
University of Maryland 1973 — 1977
Bachelor of Science, Business Management and a Minor in Economics
Randallstown High School 1970 — 1973
ASPPA October 2014 - Present
Levy & Associates March 1989 - Present
Levy & Associates 1992 - 2013
Burdines March 1978 - August 1988
Skills
401k, ERISA, Defined Benefit, FINRA, Employee Benefits, Pension Administration, Insurance, Profit Sharing, Retirement, Pensions, Retirement Plan..., Investment Advisory, Disability Insurance, Executive Pay, Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Actuarial Science, Investment Strategies, Investments, Asset Allocation, Business Planning, Estate Planning, Benefits Administration, Series 63, Series 7, Deferred Compensation, Fixed Annuities, Financial Services, IRS, IRAs, Securities
Education
University of Maryland 1973 — 1977
Bachelor of Science, Business Management and a Minor in Economics
Randallstown High School 1970 — 1973
Mariah Farbotko, CMP Mariah Farbotko, CMP's ASPPA Experience August 2010 - February 2014
Job Events Manager at Tuck School of Business at Dartmouth College
Industry Events Services
Experience
Tuck School of Business at Dartmouth College February 2014 - Present
ASPPA August 2010 - February 2014
ASPPA October 2009 - August 2010
Corporate Executive Board June 2008 - October 2009
Skills
Event Management, Marketing, Advertising, Budgets, Business Development, Training, CRM, Time Management, Community Outreach, Data Analysis, Strategic Communications, Relationship Management, Contract Negotiation, Outlook, Research, Social Networking, Program Management, Event Planning
Education
Dartmouth College 2015 — 2018
Master’s Degree, Master of Arts in Liberal Studies
Missouri State University 2004 — 2008
B.S., Public Relations
Tuck School of Business at Dartmouth College February 2014 - Present
ASPPA August 2010 - February 2014
ASPPA October 2009 - August 2010
Corporate Executive Board June 2008 - October 2009
Skills
Event Management, Marketing, Advertising, Budgets, Business Development, Training, CRM, Time Management, Community Outreach, Data Analysis, Strategic Communications, Relationship Management, Contract Negotiation, Outlook, Research, Social Networking, Program Management, Event Planning
Education
Dartmouth College 2015 — 2018
Master’s Degree, Master of Arts in Liberal Studies
Missouri State University 2004 — 2008
B.S., Public Relations
Stephen Rosen Stephen Rosen's ASPPA Experience 2003 - 2004
Job Managing Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting April 2013 - Present
SHR Consulting, LLC May 2009 - Present
TPA Resources LLC July 2012 - December 2014
American Academy of Actuaries October 2010 - November 2013
United Retirement Plan Consultants December 2012 - March 2013
Stephen H. Rosen & Associates, Inc. November 1982 - November 2012
National Investment Managers (predecessor to United Retirement Plan Consultants) August 2005 - March 2010
Haddon Strategic Alliances 1999 - 2005
ASPPA 2003 - 2004
Paul A. Tanker & Associates November 1971 - October 1982
Skills
Actuarial Science, Strategic Consulting, Retirement Planning, Teaching, Expert Witness, Pensions, Employee Benefits, Retirement, Actuarial, Valuation, ERISA, 401k, Financial Planners, Economics, Investments, Risk Management, Fixed Annuities, Pension Administration, Actuaries, Mutual Funds, Retirement Plan..., Finance, Small Business, Securities, Qualified Retirement..., Tax, Life Insurance, Financial Services, Strategy, Management Consulting, Estate Planning, Mergers & Acquisitions, Investment Advisory, Financial Advisory, Executive Pay, Financial Reporting, Strategic Financial..., Insurance, Consulting, Defined Benefit, Profit Sharing, Asset Allocation, Health Insurance, Wealth Management, Disability Insurance, Long-term Care, Investment Strategies, Financial Risk, Series 63, Enterprise Risk...
Education
Rutgers University-New Brunswick 1967 — 1971
AB, Math
Cherry Hill High School 1963 — 1967
University of Iowa
Actuarial Science
Wharton School, University of Pennsylvania
Business
FTI Consulting April 2013 - Present
SHR Consulting, LLC May 2009 - Present
TPA Resources LLC July 2012 - December 2014
American Academy of Actuaries October 2010 - November 2013
United Retirement Plan Consultants December 2012 - March 2013
Stephen H. Rosen & Associates, Inc. November 1982 - November 2012
National Investment Managers (predecessor to United Retirement Plan Consultants) August 2005 - March 2010
Haddon Strategic Alliances 1999 - 2005
ASPPA 2003 - 2004
Paul A. Tanker & Associates November 1971 - October 1982
Skills
Actuarial Science, Strategic Consulting, Retirement Planning, Teaching, Expert Witness, Pensions, Employee Benefits, Retirement, Actuarial, Valuation, ERISA, 401k, Financial Planners, Economics, Investments, Risk Management, Fixed Annuities, Pension Administration, Actuaries, Mutual Funds, Retirement Plan..., Finance, Small Business, Securities, Qualified Retirement..., Tax, Life Insurance, Financial Services, Strategy, Management Consulting, Estate Planning, Mergers & Acquisitions, Investment Advisory, Financial Advisory, Executive Pay, Financial Reporting, Strategic Financial..., Insurance, Consulting, Defined Benefit, Profit Sharing, Asset Allocation, Health Insurance, Wealth Management, Disability Insurance, Long-term Care, Investment Strategies, Financial Risk, Series 63, Enterprise Risk...
Education
Rutgers University-New Brunswick 1967 — 1971
AB, Math
Cherry Hill High School 1963 — 1967
University of Iowa
Actuarial Science
Wharton School, University of Pennsylvania
Business
Evan George's ASPPA Experience July 2014 - September 2014
Job Graphic Designer at The Bowen Group
Industry Marketing and Advertising
Experience
The Bowen Group September 2014 - July 2015
ASPPA July 2014 - September 2014
KPMG March 2014 - June 2014
Targeted Creative Communications, Inc. April 2010 - April 2013
NCPA February 2007 - March 2010
Targeted Creative Communications, Inc. May 2006 - February 2007
NDG Communications October 2005 - February 2006
U.S. Department of Justice November 2002 - October 2005
Skills
Advertising, Graphic Design, Marketing, Editing, PowerPoint, Creative Direction, Email Marketing, Microsoft Word, Adobe Creative Suite, Online Advertising, Illustrator, Layout, Brochures, Logo Design, Graphics, Photoshop, Direct Mail, Publications, User Interface Design
Education
The Art Institute of Washington 2001 — 2005
Bachelor's of Fine Arts, Graphic Design
Bowie State University 1999 — 2001
Pre-Law Studies
The Bowen Group September 2014 - July 2015
ASPPA July 2014 - September 2014
KPMG March 2014 - June 2014
Targeted Creative Communications, Inc. April 2010 - April 2013
NCPA February 2007 - March 2010
Targeted Creative Communications, Inc. May 2006 - February 2007
NDG Communications October 2005 - February 2006
U.S. Department of Justice November 2002 - October 2005
Skills
Advertising, Graphic Design, Marketing, Editing, PowerPoint, Creative Direction, Email Marketing, Microsoft Word, Adobe Creative Suite, Online Advertising, Illustrator, Layout, Brochures, Logo Design, Graphics, Photoshop, Direct Mail, Publications, User Interface Design
Education
The Art Institute of Washington 2001 — 2005
Bachelor's of Fine Arts, Graphic Design
Bowie State University 1999 — 2001
Pre-Law Studies
Jonathan Watson Jonathan Watson's ASPPA Experience March 2002 - April 2004
Job Specialist, Sales Representative at American Institute of Architects
Industry Nonprofit Organization Management
Experience
American Institute of Architects January 2011 - Present
Naylor, LLC January 2008 - September 2010
National Association of Home Builders April 2004 - November 2007
American Society Of Pension Actuaries March 2002 - April 2004
ASPPA March 2002 - April 2004
Newspaper Association of America October 2001 - January 2002
Newspaper Association of America January 2000 - October 2001
National Newspaper Association November 1997 - January 2000
National Newspaper Association April 1995 - November 1997
Journal Newspaper June 1989 - September 1989
Skills
Trade Shows, Advertising, Promotions, Non-profits, Marketing, Business Development, Customer Service, Sponsorship Sales, Manage Client..., Social Media Marketing, Online Advertising, Strategic Planning, New Business Development, Sponsorship, Budgets, Event Planning, Sales, Social Media, Public Relations, Email Marketing, Nonprofits, Marketing Strategy, Event Management, Selling, Marketing Communications, CRM, Leadership, Management, Lead Generation, Sales Process, Time Management, B2B, Social Networking, Online Marketing, Newsletters, Sales Management, Account Management, Advertising Sales, Project Management, Negotiation, Contract Negotiation, Market Planning, Team Building, Project Planning, Budgeting, Program Management, Strategy, Direct Marketing
Education
Allegheny College 1985 — 1989
BA, History
Field 1979 — 1985
American Institute of Architects January 2011 - Present
Naylor, LLC January 2008 - September 2010
National Association of Home Builders April 2004 - November 2007
American Society Of Pension Actuaries March 2002 - April 2004
ASPPA March 2002 - April 2004
Newspaper Association of America October 2001 - January 2002
Newspaper Association of America January 2000 - October 2001
National Newspaper Association November 1997 - January 2000
National Newspaper Association April 1995 - November 1997
Journal Newspaper June 1989 - September 1989
Skills
Trade Shows, Advertising, Promotions, Non-profits, Marketing, Business Development, Customer Service, Sponsorship Sales, Manage Client..., Social Media Marketing, Online Advertising, Strategic Planning, New Business Development, Sponsorship, Budgets, Event Planning, Sales, Social Media, Public Relations, Email Marketing, Nonprofits, Marketing Strategy, Event Management, Selling, Marketing Communications, CRM, Leadership, Management, Lead Generation, Sales Process, Time Management, B2B, Social Networking, Online Marketing, Newsletters, Sales Management, Account Management, Advertising Sales, Project Management, Negotiation, Contract Negotiation, Market Planning, Team Building, Project Planning, Budgeting, Program Management, Strategy, Direct Marketing
Education
Allegheny College 1985 — 1989
BA, History
Field 1979 — 1985
Jennifer Petrus Jennifer Petrus's ASPPA Experience June 2012 - Present
Job Conference Manager at ASPPA
Industry Public Relations and Communications
Experience
ASPPA June 2012 - Present
Campbell and Company Communications December 2010 - September 2012
American Society of Travel Agents March 2008 - December 2008
Maybelline November 2005 - January 2008
Education
University of Florida 2001 — 2005
Bachelors, Advertising
ASPPA June 2012 - Present
Campbell and Company Communications December 2010 - September 2012
American Society of Travel Agents March 2008 - December 2008
Maybelline November 2005 - January 2008
Education
University of Florida 2001 — 2005
Bachelors, Advertising
Duane Mayer Duane Mayer's ASPPA Experience 1980 - Present
Job Regional Consulting Actuary, Associate VP at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants January 2013 - Present
ASPPA 1980 - Present
National Actuarial Pension Services, Inc. July 2008 - December 2012
Alaska Pension Services, Ltd. August 1986 - June 2008
Skills
Profit Sharing, Defined Benefit, ERISA, 401k, Retirement Plan..., Retirement, Pension Administration, Retirement Planning, Employee Benefits, Pensions, Qualified Retirement..., Actuarial Science, Executive Pay, Defined Contribution, Consulting
Education
Hamline University 1970 — 1974
Bachelor of Science (B.S.), Math and Economics
United Retirement Plan Consultants January 2013 - Present
ASPPA 1980 - Present
National Actuarial Pension Services, Inc. July 2008 - December 2012
Alaska Pension Services, Ltd. August 1986 - June 2008
Skills
Profit Sharing, Defined Benefit, ERISA, 401k, Retirement Plan..., Retirement, Pension Administration, Retirement Planning, Employee Benefits, Pensions, Qualified Retirement..., Actuarial Science, Executive Pay, Defined Contribution, Consulting
Education
Hamline University 1970 — 1974
Bachelor of Science (B.S.), Math and Economics
Brian Graff Brian Graff's ASPPA Experience November 1996 - December 2014
Job Chief Executive Officer at American Retirement Association
Industry Nonprofit Organization Management
Experience
American Retirement Association January 2015 - Present
ASPPA November 1996 - December 2014
Skills
401k, Investments, Retirement Planning, ERISA, Retirement, Mergers, Nonprofits, Public Speaking, Mutual Funds, Pensions, Investment Advisory, Employee Benefits, Business Planning, Strategic Planning, Defined Benefit, Financial Services, Actuarial Science, Strategic Financial..., Marketing, Deferred Compensation, Leadership, Insurance, Small Business, New Business Development, Consulting, Marketing Strategy, Executive Pay, Financial Advisory, Start-up Ventures, Wealth Management, Relationship Management, Mergers & Acquisitions, Business Development, Sales, Non-profits
Education
University of Pennsylvania Law School 1989 — 1992
Doctor of Law (JD), Law, Cum Laude
Cornell University 1982 — 1986
BS, Economics/Accounting
American Retirement Association January 2015 - Present
ASPPA November 1996 - December 2014
Skills
401k, Investments, Retirement Planning, ERISA, Retirement, Mergers, Nonprofits, Public Speaking, Mutual Funds, Pensions, Investment Advisory, Employee Benefits, Business Planning, Strategic Planning, Defined Benefit, Financial Services, Actuarial Science, Strategic Financial..., Marketing, Deferred Compensation, Leadership, Insurance, Small Business, New Business Development, Consulting, Marketing Strategy, Executive Pay, Financial Advisory, Start-up Ventures, Wealth Management, Relationship Management, Mergers & Acquisitions, Business Development, Sales, Non-profits
Education
University of Pennsylvania Law School 1989 — 1992
Doctor of Law (JD), Law, Cum Laude
Cornell University 1982 — 1986
BS, Economics/Accounting
Robert L Long Robert L Long's ASPPA Experience November 2011 - October 2012
Job Senior Consultant at ASC
Industry Financial Services
Experience
ASC January 1999 - Present
Twin Cities ABC 2010 - 2015
Twin Cities ABC 2010 - 2013
ASPPA November 2011 - October 2012
ASPPA 2007 - October 2012
ASPPA 2006 - 2009
Skills
401k, Employee Benefits, Retirement Planning, Defined Benefit, ERISA, Insurance, Pensions, Management, Training, Marketing, Investments, Consulting, Retirement, Financial Advisory, Mutual Funds, Financial Services, Retirement Plan...
Education
The American College 1982 — 1984
ChFC, Finance
The American College 1980 — 1982
CLU, Insurnace
Manchester University 1974 — 1978
BS Business Administration, Business Administration and Management, General
ASC January 1999 - Present
Twin Cities ABC 2010 - 2015
Twin Cities ABC 2010 - 2013
ASPPA November 2011 - October 2012
ASPPA 2007 - October 2012
ASPPA 2006 - 2009
Skills
401k, Employee Benefits, Retirement Planning, Defined Benefit, ERISA, Insurance, Pensions, Management, Training, Marketing, Investments, Consulting, Retirement, Financial Advisory, Mutual Funds, Financial Services, Retirement Plan...
Education
The American College 1982 — 1984
ChFC, Finance
The American College 1980 — 1982
CLU, Insurnace
Manchester University 1974 — 1978
BS Business Administration, Business Administration and Management, General
Kristine Coffey Kristine Coffey's ASPPA Experience October 2012 - Present
Job CPE Associates, Ltd. SOUTHWEST & MIDWEST
Industry Financial Services
Experience
ASPPA October 2012 - Present
NAPA National Association of Plan Advisors September 2011 - Present
NTSA National Tax-Sheltered Account Association June 2010 - Present
Aquinas Newman Center at the University of New Mexico July 2007 - Present
Dominican Ecclesial Institute May 2005 - Present
CPE Associates, Ltd., SOUTHWEST & MIDWEST September 1999 - Present
ASPPA September 2009 - February 2014
ASPPA May 2006 - November 2009
Howe Barnes September 1999 - December 2001
Securities Industry & Financial Management Association (f/k/a SIA) April 1985 - April 2001
Skills
Strategic Planning, Marketing, Coaching, Corporate Development, 401k, Pensions, Retirement, Retirement Planning, Business Planning, Insurance, Investments, ERISA, Budgets, Leadership, Management, Business Development, Strategy, Employee Benefits, Strategic Financial..., Defined Benefit, Profit Sharing, Mutual Funds, Mergers & Acquisitions, Investment Advisory, Financial Services, Asset Allocation, Relationship Management, Consulting, Retirement Plan..., Financial Advisory, Wealth Management, IRAs, Investment Strategies, Investment Management, Series 6, Series 7, Securities, Financial Planners, Wealth Management..., Series 63, FINRA
Education
Wharton School, University of Pennsylvania 1992 — 1995
Securities Industry Institute, Investments and Securities
American College of Life Underwriters 1980 — 1985
Graduate Certification, Financial Planning, Marketing
American Society of Pension Professionals and Actuaries 1980 — 1985
CPC, Certified Pension Consultant
Notre Dame & St. Francis Seminary 1978 — 1985
Liturgy & Scriptures
Marquette University
BS, Mathematics, Philosophy, Education
ASPPA October 2012 - Present
NAPA National Association of Plan Advisors September 2011 - Present
NTSA National Tax-Sheltered Account Association June 2010 - Present
Aquinas Newman Center at the University of New Mexico July 2007 - Present
Dominican Ecclesial Institute May 2005 - Present
CPE Associates, Ltd., SOUTHWEST & MIDWEST September 1999 - Present
ASPPA September 2009 - February 2014
ASPPA May 2006 - November 2009
Howe Barnes September 1999 - December 2001
Securities Industry & Financial Management Association (f/k/a SIA) April 1985 - April 2001
Skills
Strategic Planning, Marketing, Coaching, Corporate Development, 401k, Pensions, Retirement, Retirement Planning, Business Planning, Insurance, Investments, ERISA, Budgets, Leadership, Management, Business Development, Strategy, Employee Benefits, Strategic Financial..., Defined Benefit, Profit Sharing, Mutual Funds, Mergers & Acquisitions, Investment Advisory, Financial Services, Asset Allocation, Relationship Management, Consulting, Retirement Plan..., Financial Advisory, Wealth Management, IRAs, Investment Strategies, Investment Management, Series 6, Series 7, Securities, Financial Planners, Wealth Management..., Series 63, FINRA
Education
Wharton School, University of Pennsylvania 1992 — 1995
Securities Industry Institute, Investments and Securities
American College of Life Underwriters 1980 — 1985
Graduate Certification, Financial Planning, Marketing
American Society of Pension Professionals and Actuaries 1980 — 1985
CPC, Certified Pension Consultant
Notre Dame & St. Francis Seminary 1978 — 1985
Liturgy & Scriptures
Marquette University
BS, Mathematics, Philosophy, Education
Laura S. Moskwa, CPC, QPA's ASPPA Experience 1986 - Present
Job A valuable resource for providers and TPAs growing opportunity through business development and best practices
Industry Financial Services
Experience
Laura S. Moskwa Consulting June 2009 - Present
TPAresources.com July 2012 - Present
CEFEX September 2009 - Present
Women in Pensions Network 2009 - Present
Soroptimist International of the American River July 2014 - Present
ASPPA 1986 - Present
Smart Investor January 2011 - Present
Transamerica Retirement Services February 2002 - January 2009
US Advisor 2000 - 2001
CMS Pension Associates 1983 - 1999
Skills
Vendor Management, Financial Goals, Business, Corporate Finance, Relationship Management, Consulting, Strategic Planning, Business Development, Investments, Employee Benefits, Retirement, 401k, Strategic Financial..., Retirement Planning, ERISA, CRM, Sales, Mutual Funds, Pensions, Management, Marketing, Business Planning, Investment Advisory, Qualified Retirement...
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
Bachelor of Arts, Economics and Finance
Laura S. Moskwa Consulting June 2009 - Present
TPAresources.com July 2012 - Present
CEFEX September 2009 - Present
Women in Pensions Network 2009 - Present
Soroptimist International of the American River July 2014 - Present
ASPPA 1986 - Present
Smart Investor January 2011 - Present
Transamerica Retirement Services February 2002 - January 2009
US Advisor 2000 - 2001
CMS Pension Associates 1983 - 1999
Skills
Vendor Management, Financial Goals, Business, Corporate Finance, Relationship Management, Consulting, Strategic Planning, Business Development, Investments, Employee Benefits, Retirement, 401k, Strategic Financial..., Retirement Planning, ERISA, CRM, Sales, Mutual Funds, Pensions, Management, Marketing, Business Planning, Investment Advisory, Qualified Retirement...
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
Bachelor of Arts, Economics and Finance
Susan Huegel Susan Huegel's ASPPA Experience April 2013 - February 2015
Job AR Accountant at ASPPA
Industry Nonprofit Organization Management
Experience
IBA Molecular May 2015 - Present
ASPPA April 2013 - February 2015
Global Tower Partners November 2010 - January 2013
Skills
Auditing, Financial Analysis, Accounting, Due Diligence, Real Estate, Microsoft Word, Management, Invoicing, Payroll, Financial Reporting, Sarbanes-Oxley Act, Accounts Payable, Analysis, Contract Negotiation, Customer Service, Budgets, Contract Management, Outlook, Microsoft Excel, Telecommunications, Process Improvement
Education
The Berkshire School
University of Fort Lauderdale
IBA Molecular May 2015 - Present
ASPPA April 2013 - February 2015
Global Tower Partners November 2010 - January 2013
Skills
Auditing, Financial Analysis, Accounting, Due Diligence, Real Estate, Microsoft Word, Management, Invoicing, Payroll, Financial Reporting, Sarbanes-Oxley Act, Accounts Payable, Analysis, Contract Negotiation, Customer Service, Budgets, Contract Management, Outlook, Microsoft Excel, Telecommunications, Process Improvement
Education
The Berkshire School
University of Fort Lauderdale
Michael Chisnell, Jr., CFP®, QPFC, AIF®'s ASPPA Experience January 2010 - April 2012
Job Managing Director Institutional and Asset Management Services at Sequoia Financial Group
Industry Financial Services
Experience
Sequoia Financial Group November 2010 - Present
Barberton Community Foundation November 2010 - Present
ASPPA January 2010 - April 2012
ValMark Securities May 2005 - October 2010
Magic City Machine August 2000 - January 2006
Skills
Retirement Planning, Investments, Retirement, Financial Planning, Finance, Series 7, Management, Mutual Funds, Wealth Management, Financial Analysis, 401k, Portfolio Management, Strategic Planning, Financial Services
Education
The University of Akron 2002 — 2005
Finance - Cum Laude, Finance, Financial Planning, Real Estate
University of Mount Union 1999 — 2000
Accounting and International Business with a Minor in German
Barberton
Barberton
Sequoia Financial Group November 2010 - Present
Barberton Community Foundation November 2010 - Present
ASPPA January 2010 - April 2012
ValMark Securities May 2005 - October 2010
Magic City Machine August 2000 - January 2006
Skills
Retirement Planning, Investments, Retirement, Financial Planning, Finance, Series 7, Management, Mutual Funds, Wealth Management, Financial Analysis, 401k, Portfolio Management, Strategic Planning, Financial Services
Education
The University of Akron 2002 — 2005
Finance - Cum Laude, Finance, Financial Planning, Real Estate
University of Mount Union 1999 — 2000
Accounting and International Business with a Minor in German
Barberton
Barberton
Sarah Simoneaux's ASPPA Experience 2008 - December 2011
Job Retirement Services industry expertise, business consulting, real world experience using casestudy based training
Industry Financial Services
Experience
www.scs-consultants.com August 2007 - Present
ASPPA 2008 - December 2011
ASC - Actuarial Systems Corporation June 1988 - August 2007
JWT and Associates June 1981 - June 1988
Skills
Retirement Plan..., Qualified Retirement..., Management Consulting, Strategic Consulting, Process Consulting, Instructor-led Training, Communication Training, Published Author, Training, Consulting, Pensions, 401k, Retirement
Education
University of California, Los Angeles 1977 — 1981
Bachelor’s Degree, History and Economics
www.scs-consultants.com August 2007 - Present
ASPPA 2008 - December 2011
ASC - Actuarial Systems Corporation June 1988 - August 2007
JWT and Associates June 1981 - June 1988
Skills
Retirement Plan..., Qualified Retirement..., Management Consulting, Strategic Consulting, Process Consulting, Instructor-led Training, Communication Training, Published Author, Training, Consulting, Pensions, 401k, Retirement
Education
University of California, Los Angeles 1977 — 1981
Bachelor’s Degree, History and Economics
Patty K. Hashmi Wanzer, CTS Patty K. Hashmi Wanzer, CTS's ASPPA Experience June 2004 - June 2006
Job Let Synigize, llc help you reach your sales goals, surpass your expectations and close deals for you!
Industry Marketing and Advertising
Experience
Synigize, llc. August 2015 - Present
InfoComm International June 2006 - July 2015
ASPPA June 2004 - June 2006
Telecommunications Industry Assoc. (SUPERCOMM) December 2002 - April 2004
Nomadic Display 2000 - 2001
Professional Insurance Agents, (National Association) 1991 - 1998
Skills
Trade Show Management, Contract Negotiation, Trade Shows, Conferences, Event Management, Sponsorship Sales, Booth space sales, Marketing Strategy, Events, New Business Development, Lead Generation, Leadership, Strategic Planning, Sales Management, B2B, Event Planning, Sales Process, Advertising, Sales, Management, Marketing Communications, Marketing, Strategic Partnerships, Account Management, Budgets, Online Advertising, Salesforce.com, Email Marketing, Social Media, Direct Marketing, Integrated Marketing, Project Management, Business Development, Team Building, Sales Operations, Product Development, Customer Service, Key Account Management, Market Research, Digital Marketing, Product Marketing, Competitive Analysis, Product Management, Telecommunications, Business Planning, Negotiation, Public Speaking, Marketing Management, Social Media Marketing, Microsoft Office
Education
InfoComm International 2007 — 2018
CTS Certification, Certified Technology Specialist
National-Louis University
BS, Business Administration
Synigize, llc. August 2015 - Present
InfoComm International June 2006 - July 2015
ASPPA June 2004 - June 2006
Telecommunications Industry Assoc. (SUPERCOMM) December 2002 - April 2004
Nomadic Display 2000 - 2001
Professional Insurance Agents, (National Association) 1991 - 1998
Skills
Trade Show Management, Contract Negotiation, Trade Shows, Conferences, Event Management, Sponsorship Sales, Booth space sales, Marketing Strategy, Events, New Business Development, Lead Generation, Leadership, Strategic Planning, Sales Management, B2B, Event Planning, Sales Process, Advertising, Sales, Management, Marketing Communications, Marketing, Strategic Partnerships, Account Management, Budgets, Online Advertising, Salesforce.com, Email Marketing, Social Media, Direct Marketing, Integrated Marketing, Project Management, Business Development, Team Building, Sales Operations, Product Development, Customer Service, Key Account Management, Market Research, Digital Marketing, Product Marketing, Competitive Analysis, Product Management, Telecommunications, Business Planning, Negotiation, Public Speaking, Marketing Management, Social Media Marketing, Microsoft Office
Education
InfoComm International 2007 — 2018
CTS Certification, Certified Technology Specialist
National-Louis University
BS, Business Administration
J. Michael Pruett J. Michael Pruett's ASPPA Experience 1990 - Present
Job President Cache Retirement Consulting, Inc.
Industry Financial Services
Experience
ASPPA 1990 - Present
NIPA 1989 - Present
Cache Pension, LLC April 2012 - September 2014
Cache Pension Services, Inc. June 1982 - March 2012
National Institute of Pension Administrators 2000 - 2002
Skills
ERISA, 401k, Defined Benefit, Retirement, Retirement Plan..., Pensions, Profit Sharing, Retirement Planning, Pension Administration, Employee Benefits, Actuarial Science, Investments, Investment Advisory, Financial Advisory, Qualified Retirement..., Executive Pay, IRAs, Mutual Funds, Defined Contribution, Fixed Annuities, Wealth Management, Business Planning, Roth IRA, 401k Rollovers, Series 63, Financial Services, Asset Allocation, Financial Planners, Investment Strategies
Education
University of Iowa College of Law 1972 — 1974
Doctor of Law (J.D.)
Northwestern University 1968 — 1970
Bachelor of Science (BS), Speech - Theater Design
ASPPA 1990 - Present
NIPA 1989 - Present
Cache Pension, LLC April 2012 - September 2014
Cache Pension Services, Inc. June 1982 - March 2012
National Institute of Pension Administrators 2000 - 2002
Skills
ERISA, 401k, Defined Benefit, Retirement, Retirement Plan..., Pensions, Profit Sharing, Retirement Planning, Pension Administration, Employee Benefits, Actuarial Science, Investments, Investment Advisory, Financial Advisory, Qualified Retirement..., Executive Pay, IRAs, Mutual Funds, Defined Contribution, Fixed Annuities, Wealth Management, Business Planning, Roth IRA, 401k Rollovers, Series 63, Financial Services, Asset Allocation, Financial Planners, Investment Strategies
Education
University of Iowa College of Law 1972 — 1974
Doctor of Law (J.D.)
Northwestern University 1968 — 1970
Bachelor of Science (BS), Speech - Theater Design
Hina Ansari Hina Ansari's ASPPA Experience February 2007 - February 2008
Job MIS Coordinator at Prince William County
Industry Information Technology and Services
Experience
Prince William County January 2013 - Present
Prince William County November 2010 - January 2013
National Association of Home Builders April 2008 - November 2010
ASPPA February 2007 - February 2008
RILA January 2006 - September 2006
National Academy of Public Administration May 2001 - January 2006
National Academy of Public Administration May 2001 - March 2003
Skills
Outlook, PowerPoint, Word, Excel, Access, Photoshop, Dreamweaver, Adobe Acrobat, FrontPage, Flash, MS Office Suite, iMIS, WebTrends, Microsoft Office, HTML, Public Speaking, Social Media, Customer Service, Supervisory Skills, SharePoint, Administration, Non-profits, Blogging, Troubleshooting, Microsoft Word, Microsoft Excel, Leadership, Government, Visio, Project Planning, System Administration, Program Management, Strategic Planning, Project Management, Management, Training, Editing, Social Networking, Analysis, Community Outreach, Policy, Nonprofits, Budgets, Research
Education
Strayer University 2004 — 2006
MS, Management Information Systems
James Madison University 1997 — 2001
BA, Political Science/Russian Language
Prince William County January 2013 - Present
Prince William County November 2010 - January 2013
National Association of Home Builders April 2008 - November 2010
ASPPA February 2007 - February 2008
RILA January 2006 - September 2006
National Academy of Public Administration May 2001 - January 2006
National Academy of Public Administration May 2001 - March 2003
Skills
Outlook, PowerPoint, Word, Excel, Access, Photoshop, Dreamweaver, Adobe Acrobat, FrontPage, Flash, MS Office Suite, iMIS, WebTrends, Microsoft Office, HTML, Public Speaking, Social Media, Customer Service, Supervisory Skills, SharePoint, Administration, Non-profits, Blogging, Troubleshooting, Microsoft Word, Microsoft Excel, Leadership, Government, Visio, Project Planning, System Administration, Program Management, Strategic Planning, Project Management, Management, Training, Editing, Social Networking, Analysis, Community Outreach, Policy, Nonprofits, Budgets, Research
Education
Strayer University 2004 — 2006
MS, Management Information Systems
James Madison University 1997 — 2001
BA, Political Science/Russian Language
Erin Stewart, CMP's ASPPA Experience January 2008 - July 2010
Job Director of Conferences
Industry Nonprofit Organization Management
Experience
American Retirement Association July 2010 - Present
ASPPA January 2008 - July 2010
ASPPA March 2007 - January 2008
Skills
Strategic Planning, Customer Relations, Conferences, Event Management, Management, Customer Service, Events, Media Relations, Event Planning, Nonprofits, Marketing, Research, Hotels, Budgets, Microsoft Excel, Meeting Planning, Leadership, Time Management, Marketing Communications, Strategy, Trade Shows, Sponsorship, Strategic Communications, Social Media Marketing, Fundraising, Public Relations, Marketing Strategy, Social Media, Email Marketing, Business Development, Association Management, Advertising, Newsletters, Lead Generation, Market Research
Education
Mercer University - Stetson School of Business and Economics 2000 — 2004
BA
American Retirement Association July 2010 - Present
ASPPA January 2008 - July 2010
ASPPA March 2007 - January 2008
Skills
Strategic Planning, Customer Relations, Conferences, Event Management, Management, Customer Service, Events, Media Relations, Event Planning, Nonprofits, Marketing, Research, Hotels, Budgets, Microsoft Excel, Meeting Planning, Leadership, Time Management, Marketing Communications, Strategy, Trade Shows, Sponsorship, Strategic Communications, Social Media Marketing, Fundraising, Public Relations, Marketing Strategy, Social Media, Email Marketing, Business Development, Association Management, Advertising, Newsletters, Lead Generation, Market Research
Education
Mercer University - Stetson School of Business and Economics 2000 — 2004
BA
Tamila Richards's ASPPA Experience October 2006 - Present
Job Information Technology
Industry Information Technology and Services
Experience
ASPPA October 2006 - Present
Education
University of Maryland College Park
ASPPA October 2006 - Present
Education
University of Maryland College Park
Chip Chabot's ASPPA Experience November 1997 - January 2006
Job Director, Online Services at HDMA Healthcare Distribution Management Association
Industry Nonprofit Organization Management
Experience
HDMA - Healthcare Distribution Management Association 2012 - Present
Consultance Business Solutions LLC 2007 - 2011
Healthcare Distribution Management Association 2006 - 2011
ASPPA November 1997 - January 2006
Education
Allegheny College 1987 — 1991
HDMA - Healthcare Distribution Management Association 2012 - Present
Consultance Business Solutions LLC 2007 - 2011
Healthcare Distribution Management Association 2006 - 2011
ASPPA November 1997 - January 2006
Education
Allegheny College 1987 — 1991
Ginny Boggs's ASPPA Experience 2006 - Present
Job Principal and Senior Compliance Consultant at Milliman
Industry Financial Services
Experience
ASPPA 2006 - Present
Milliman May 2002 - Present
Skills
Pensions, ERISA, 401k, Employee Benefits, Defined Benefit, Pension Administration, Retirement Plan..., Retirement Planning, Profit Sharing, Benefits Administration, Defined Contribution, Qualified Retirement..., Actuarial Science, Retirement, Mutual Funds
Education
Texas Tech University
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
ASPPA 2006 - Present
Milliman May 2002 - Present
Skills
Pensions, ERISA, 401k, Employee Benefits, Defined Benefit, Pension Administration, Retirement Plan..., Retirement Planning, Profit Sharing, Benefits Administration, Defined Contribution, Qualified Retirement..., Actuarial Science, Retirement, Mutual Funds
Education
Texas Tech University
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Jennifer Gibbs Swets, ERPA, QPA, QKA's ASPPA Experience 2008 - Present
Job Senior Manager, Retirement Plan Services at Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes Goodman LLP July 2009 - Present
ASPPA 2008 - Present
Dixon Hughes Goodman LLP December 2004 - Present
Pentec, Inc. August 2002 - December 2004
Skills
401k, Pensions, Retirement Planning, Employee Benefits, ERISA, Defined Benefit, Trusts, Strategic Financial..., Investments, Tax, Estate Planning, Retirement, Financial Advisory, Financial Services
Education
The College of William and Mary - The Mason School of Business 1998 — 2002
William & Mary 1998 — 2002
BBA & BA, Finance, Government
Cape Henry Collegiate School 1995 — 1998
Dixon Hughes Goodman LLP July 2009 - Present
ASPPA 2008 - Present
Dixon Hughes Goodman LLP December 2004 - Present
Pentec, Inc. August 2002 - December 2004
Skills
401k, Pensions, Retirement Planning, Employee Benefits, ERISA, Defined Benefit, Trusts, Strategic Financial..., Investments, Tax, Estate Planning, Retirement, Financial Advisory, Financial Services
Education
The College of William and Mary - The Mason School of Business 1998 — 2002
William & Mary 1998 — 2002
BBA & BA, Finance, Government
Cape Henry Collegiate School 1995 — 1998
Sheldon Smith's ASPPA Experience 2009 - 2010
Job Employee Benefits Attorney
Industry Law Practice
Experience
Bryan Cave August 2007 - Present
University of Denver Sturm College of Law September 2007 - December 2012
Allied Jewish Federation of Colorado 1990 - 2011
ASPPA 2009 - 2010
Holland & Hart LLP 2001 - 2007
University of Denver Graduate Tax Program 1980 - 2002
Skills
Employee Benefits, Estate Planning, Corporate Law, Tax, ERISA, Litigation, 401k, Mergers, Legal Research, Corporate Governance, Pensions, Employment Law, Retirement Planning, Investments, Legal Writing, Strategic Financial..., Mergers & Acquisitions, Nonprofits, Due Diligence, Retirement, Business Planning, Mediation, Strategic Planning, Civil Litigation, Commercial Litigation, Trusts, Securities, Licensing, Executive Pay, Contract Negotiation, Appeals
Education
University of Denver - Sturm College of Law 1979 — 1980
LLM, Taxation
University of Denver - Sturm College of Law 1971 — 1973
JD, Law
Washington University in St. Louis 1966 — 1970
BA, Biology
Bryan Cave August 2007 - Present
University of Denver Sturm College of Law September 2007 - December 2012
Allied Jewish Federation of Colorado 1990 - 2011
ASPPA 2009 - 2010
Holland & Hart LLP 2001 - 2007
University of Denver Graduate Tax Program 1980 - 2002
Skills
Employee Benefits, Estate Planning, Corporate Law, Tax, ERISA, Litigation, 401k, Mergers, Legal Research, Corporate Governance, Pensions, Employment Law, Retirement Planning, Investments, Legal Writing, Strategic Financial..., Mergers & Acquisitions, Nonprofits, Due Diligence, Retirement, Business Planning, Mediation, Strategic Planning, Civil Litigation, Commercial Litigation, Trusts, Securities, Licensing, Executive Pay, Contract Negotiation, Appeals
Education
University of Denver - Sturm College of Law 1979 — 1980
LLM, Taxation
University of Denver - Sturm College of Law 1971 — 1973
JD, Law
Washington University in St. Louis 1966 — 1970
BA, Biology
Debra Davis's ASPPA Experience October 2010 - February 2013
Job Area Vice President, Compliance Counsel at Arthur J. Gallagher & Co.
Industry Public Policy
Experience
Arthur J. Gallagher & Co. January 2015 - Present
The John Marshall Law School March 2008 - Present
The ERISA Industry Committee February 2013 - December 2014
ASPPA October 2010 - February 2013
Union Pacific Railroad August 2008 - October 2010
Reish Luftman Reicher & Cohen July 2006 - August 2008
Deloitte July 2004 - June 2006
Reish Luftman Reicher & Cohen October 2002 - July 2004
Polsinelli Shalton & Welte April 2001 - September 2002
Skills
Employee Benefits, ERISA, Strategic Planning, Tax, Fiduciary, 401k, Pensions, Government, Research, Policy, Retirement, Tax Law, Executive Pay, Mergers & Acquisitions, Legal Writing, Corporate Governance, Legal Research, Employment Law, Trusts, Litigation, Legal Compliance, Mediation, Corporate Law, Privacy Law, Securities Regulation
Education
Golden Gate University, School of Law 1999 — 2001
LL.M., Taxation
The University of Connecticut School of Law 1995 — 1998
J.D., Law
Fairfield University 1990 — 1994
B.A., Political Science
Arthur J. Gallagher & Co. January 2015 - Present
The John Marshall Law School March 2008 - Present
The ERISA Industry Committee February 2013 - December 2014
ASPPA October 2010 - February 2013
Union Pacific Railroad August 2008 - October 2010
Reish Luftman Reicher & Cohen July 2006 - August 2008
Deloitte July 2004 - June 2006
Reish Luftman Reicher & Cohen October 2002 - July 2004
Polsinelli Shalton & Welte April 2001 - September 2002
Skills
Employee Benefits, ERISA, Strategic Planning, Tax, Fiduciary, 401k, Pensions, Government, Research, Policy, Retirement, Tax Law, Executive Pay, Mergers & Acquisitions, Legal Writing, Corporate Governance, Legal Research, Employment Law, Trusts, Litigation, Legal Compliance, Mediation, Corporate Law, Privacy Law, Securities Regulation
Education
Golden Gate University, School of Law 1999 — 2001
LL.M., Taxation
The University of Connecticut School of Law 1995 — 1998
J.D., Law
Fairfield University 1990 — 1994
B.A., Political Science
Kimberly Radaker's ASPPA Experience 2007 - 2013
Job Real Estate Investment, Materials, Property Management and Sales
Industry Real Estate
Experience
Exponential Property Group July 2011 - Present
ASPPA 2007 - 2013
Skills
Retirement Planning, Retirement Plan..., 401k
Education
University of Iowa
Exponential Property Group July 2011 - Present
ASPPA 2007 - 2013
Skills
Retirement Planning, Retirement Plan..., 401k
Education
University of Iowa
Jennifer Cusick's ASPPA Experience January 2010 - June 2012
Job President at Complete Planning Solutions
Industry Events Services
Experience
Complete Planning Solutions August 2012 - Present
ASPPA January 2010 - June 2012
American Society of Pension Professionals and Actuaries (ASPPA) 2010 - 2012
NTSAA August 2002 - January 2010
Skills
401k, Retirement, Profit Sharing, ERISA, Pensions, Retirement Planning, Employee Benefits, Fixed Annuities, Strategic Financial..., Mutual Funds, Event Planning
Education
University of Kansas 1985 — 1989
Complete Planning Solutions August 2012 - Present
ASPPA January 2010 - June 2012
American Society of Pension Professionals and Actuaries (ASPPA) 2010 - 2012
NTSAA August 2002 - January 2010
Skills
401k, Retirement, Profit Sharing, ERISA, Pensions, Retirement Planning, Employee Benefits, Fixed Annuities, Strategic Financial..., Mutual Funds, Event Planning
Education
University of Kansas 1985 — 1989
Donna Brewster, CPA's ASPPA Experience 2008 - 2010
Job President at Brewster & Brewster, Inc.
Industry Financial Services
Experience
American Society of Pension Professionals and Actuaries 2008 - Present
Brewster & Brewster, Inc September 1996 - Present
ASPPA 2008 - 2010
Skills
Pensions, Retirement, 401k, ERISA, Retirement Planning, Retirement Plan..., Employee Benefits, Profit Sharing, Defined Benefit, Mutual Funds, Qualified Retirement..., Actuarial Science, Pension Administration, Strategic Financial..., Financial Advisory, Business Planning, IRS
Education
Cleveland State University
BBA, Accounting
American Society of Pension Professionals and Actuaries 2008 - Present
Brewster & Brewster, Inc September 1996 - Present
ASPPA 2008 - 2010
Skills
Pensions, Retirement, 401k, ERISA, Retirement Planning, Retirement Plan..., Employee Benefits, Profit Sharing, Defined Benefit, Mutual Funds, Qualified Retirement..., Actuarial Science, Pension Administration, Strategic Financial..., Financial Advisory, Business Planning, IRS
Education
Cleveland State University
BBA, Accounting
Mary Leong's ASPPA Experience January 2003 - Present
Job Actuary
Industry Financial Services
Experience
Milliman August 2007 - Present
ASPPA January 2003 - Present
Loren D. Stark Company January 2006 - July 2007
Hand Benefits & Trust October 2000 - January 2005
Skills
Actuarial, Actuarial Science, Pensions, Defined Benefit, Retirement, Pension Administration, 401k, Retirement Plan..., Actuarial Consulting, Employee Benefits, ERISA, Defined Contribution, Actuaries, Retirement Planning, Profit Sharing, Financial Reporting
Education
Texas Christian University 1996 — 1999
B.A., Mathematics
Milliman August 2007 - Present
ASPPA January 2003 - Present
Loren D. Stark Company January 2006 - July 2007
Hand Benefits & Trust October 2000 - January 2005
Skills
Actuarial, Actuarial Science, Pensions, Defined Benefit, Retirement, Pension Administration, 401k, Retirement Plan..., Actuarial Consulting, Employee Benefits, ERISA, Defined Contribution, Actuaries, Retirement Planning, Profit Sharing, Financial Reporting
Education
Texas Christian University 1996 — 1999
B.A., Mathematics
Gail Engblom, CPC, QPA, QKA, ERPA's ASPPA Experience 1990 - Present
Job Associate Vice President, Operations at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants November 2012 - Present
ASPPA 1990 - Present
Alaska Pension Services, Ltd. April 1986 - November 2012
Alaska Pension Services, Ltd. April 1986 - June 2008
Skills
Retirement Plan..., Pensions, Defined Benefit, Employee Benefits, Profit Sharing, ERISA, Retirement Planning, 401k, Retirement, Strategic Financial..., Pension Administration, Mutual Funds, Actuarial Science
Education
Bennington College 1967 — 1971
BA, Math and Music
United Retirement Plan Consultants November 2012 - Present
ASPPA 1990 - Present
Alaska Pension Services, Ltd. April 1986 - November 2012
Alaska Pension Services, Ltd. April 1986 - June 2008
Skills
Retirement Plan..., Pensions, Defined Benefit, Employee Benefits, Profit Sharing, ERISA, Retirement Planning, 401k, Retirement, Strategic Financial..., Pension Administration, Mutual Funds, Actuarial Science
Education
Bennington College 1967 — 1971
BA, Math and Music
Kimberly Eickholt's ASPPA Experience February 2007 - February 2008
Job Analyst at BAE
Industry Security and Investigations
Experience
BAE March 2013 - Present
BAE/SpecTal April 2011 - March 2013
USIS September 2010 - April 2011
USIS September 2009 - February 2011
Northrop Grumman Corporation February 2008 - February 2009
ASPPA February 2007 - February 2008
Berryville Graphics June 2003 - August 2006
Berryville Graphics June 1999 - June 2003
The Ohio State University December 1999 - June 2000
Education
George Mason University 2000 — 2003
Bachelors, English
BAE March 2013 - Present
BAE/SpecTal April 2011 - March 2013
USIS September 2010 - April 2011
USIS September 2009 - February 2011
Northrop Grumman Corporation February 2008 - February 2009
ASPPA February 2007 - February 2008
Berryville Graphics June 2003 - August 2006
Berryville Graphics June 1999 - June 2003
The Ohio State University December 1999 - June 2000
Education
George Mason University 2000 — 2003
Bachelors, English
YMCA
American Red Cross
Boy Scouts of America
City Year
Blue Cross Blue Shield of Michigan
Young Life
March of Dimes
UNICEF