Associated Pension Consultants
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Associated Pension Consultants Employees
InterWest Insurance Services March 2011 - Present
Associated Pension Consultants February 2007 - February 2011
APEX MotoTech January 2006 - June 2008
Skills
Group Benefits, Health Insurance, Dental Insurance, Life Insurance, Dental, Employee Benefits, Insurance, Benefits, Retirement
Education
California State University-Chico 2004 — 2008
BS, Business Administration, Financial Services
University of California, Davis 2003 — 2004
Economics
ERP Actuaries & Consultants March 2013 - Present
ERP Actuaries & Consultants October 2011 - March 2013
ERP Actuaries & Consultants February 2008 - October 2011
Associated Pension Consultants June 2005 - February 2008
Skills
Pensions
Education
Susquehanna University 2001 — 2005
Bachelor of Arts (BA), Communications
West Babylon Senior High School 1998 — 2001
Associated Pension Consultants April 2015 - Present
PenSys, Inc. August 2011 - March 2015
Polycomp Administrative Services, Inc. August 2004 - August 2011
Skills
Profit Sharing, Pensions, Retirement, Employee Benefits, 401k, Finance, Defined Benefit, Defined Contribution, ERISA, Form 5500 preparation, Form 5500 Review, Cash Balance, 401k Rollovers, Retirement Planning, Qualified Retirement..., Mutual Funds, Retirement Solutions, Retirement Plan..., Investments, Financial Advisory
Education
University of San Francisco 2002 — 2004
BS, Organizational Behaviors
Visa September 2015 - Present
WD, a Western Digital company April 2014 - September 2015
Thoratec August 2011 - April 2014
Hitachi GST (now HGST) May 2010 - August 2011
Associated Pension Consultants January 2008 - March 2010
Associated Pension Consultants August 2009 - February 2010
Skills
Talent Acquisition, Applicant Tracking..., Strategic Sourcing, Qualifying Candidates, Screening Resumes, Phone Screening, Interviewing Skills, Follow Through, Professional..., Human Resources, Talent Management, Onboarding, Personnel Management, HRIS, Interviews, New Hire Orientations, Recruiting
Education
California State University-Chico
Bachelor of Arts (BA), Psychology
Bidwell Consulting Services, Inc. October 2005 - Present
Associated Pension Consultants September 2002 - October 2005
Acordia March 1999 - December 2001
Skills
Pensions, 401k, Profit Sharing, Actuarial Science, Retirement, Employee Benefits, Retirement Planning, Strategic Planning, Pension Administration, Insurance, Microsoft Excel
Education
California State University-Chico 1993 — 1997
B.S., Math/Statistics
San Ramon Valley High School 1990 — 1993
University of Washington Intercollegiate Athletics May 2015 - Present
MLB Advanced Media April 2013 - May 2015
Boston University June 2010 - April 2013
Multiple Sclerosis Society, Pacific South Coast Chapter December 2009 - June 2010
San Diego Padres Baseball Club March 1998 - July 2009
San Diego State University - Athletics August 1997 - March 1998
Super Bowl Host Committee October 1997 - February 1998
Associated Pension Consultants August 1995 - June 1997
Considine and Considine January 1995 - August 1995
Skills
Advertising, Market Research, Promotions, Marketing Communications, Media, Event Management, Public Relations, Publications, Sponsorship, Marketing Strategy, Marketing, Strategic Communications, Media Planning, Strategy, Direct Marketing, Publicity, Sports Marketing, Direct Mail, Social Media Marketing, Online Marketing, Integrated Marketing, Media Relations, Press Releases, Facebook, Media Buying, Email Marketing, Brand Development, Ticket Sales, Event Planning, Social Media, Digital Marketing
Education
California State University-Chico 1995 — 1996
Masters, Business Administration; Marketing
California State University-Chico
Bachelor of Science, Business Administration; Options: Accounting and Finance
The Center Orthopedic & Neurosurgical Care May 2014 - Present
Universal Life Church July 2014 - Present
The Center Orthopedic & Neurosurgical Care June 2011 - July 2014
North State Radiology January 2009 - September 2010
Batchelor, Tillery and Roberts June 2008 - October 2008
Lower Keys Medical Center April 2007 - May 2008
Lower Keys Medical Center May 2006 - April 2007
Lower Keys Medical Center August 2005 - May 2006
Associated Pension Consultants August 2002 - March 2005
Enloe Medical Center May 2000 - July 2003
Skills
Leadership, Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, Data Entry, Public Speaking, Healthcare, PowerPoint, Strategic Planning, EHR, Healthcare Information..., Nonprofits, Marketing, Event Planning
Education
University of Phoenix 2011 — 2013
Master, Health Administration/Informatics
University of Phoenix 2008 — 2010
Bachelor of Science, Business Management
Florida Keys Community College 2006 — 2007
Certificate, Business Data Processing
Retirement Administration, Inc. September 2015 - Present
Cornerstone Financial Partners, Inc August 2015 - Present
Polycomp Administrative Services, Inc. January 2015 - April 2015
The Blue Book Building & Construction Network October 2009 - December 2013
Associated Pension Consultants October 2001 - April 2006
US Navy January 1992 - January 1996
Skills
Retirement Plan..., Qualified Retirement..., Defined Contribution, 401k, Profit Sharing, Pensions, Defined Benefit, ERISA, Retirement Planning, Employee Benefits, New Business Development, Customer Service, Benefits Administration, Business Development, Sales, Succession Planning, Accounting, Consulting, Team Building, Microsoft Word
Education
Le Cordon Bleu College of Culinary Arts-Pasadena 2007 — 2008
Professional Culinary Arts, Culinary Arts/Chef Training
San Diego State University-California State University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
The Upper Crust Bakery & Cafe July 2010 - May 2015
Target October 2012 - December 2012
Associated Pension Consultants December 2005 - April 2006
Triton Funding Group September 2003 - August 2004
New Century Mortgage June 2002 - September 2003
Chase Manhatten Mortgage Corp February 1999 - December 2001
Education
Butte College 2010 — 2014
Certificate - Medical Office Administration (2013) & Computer Applications (2010), Medical Office Management/Administration, A
Associated Pension Consultants June 2010 - March 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Windows, Event Planning, Team Leadership, Employment Law, Human Resources, Training, New Hire Orientations, Interviews, Recruiting
Education
CSU Chico
Bachelor of Science in Business Administration, Human Resources Management
The Estée Lauder Companies Inc. March 2012 - Present
GEICO October 2010 - February 2012
Associated Pension Consultants September 2008 - September 2010
Skills
Microsoft Office, Insurance, Employee Relations, Human Resources
Education
Saint Joseph's College 2009 — 2012
M.B.A, Management
Gettysburg College 2004 — 2008
Bachelor of Arts, Business Management
Associated Pension Consultants September 2015 - Present
Rideout Health March 2015 - Present
Kneaded Peace Massage, LLC August 2011 - December 2014
Northwest Eyecare Professionals September 2012 - August 2014
Dublin Methodist Hospital November 2007 - August 2011
James Cancer Hospital OSU March 2007 - October 2007
Northwest Massage Group, LLC December 2001 - March 2007
Wellspring Chiropractic September 2000 - December 2001
Skills
Marketing Communications, Medical Records, Chair Massage, Deep Tissue Massage, Trigger Point Therapy, Bodywork, Therapeutic Massage, Bookkeeping, Office Management, Patient Support, Phlebotomy, Relaxation, Reflexology, Nursing, Wellness, Customer Service, Holistic Health
Education
Columbus State 2009 — 2011
Associate of Science (A.S.), Science
American Institute of Alternative Medicine 2001 — 2003
Massage Therapy Diploma, Massage Therapy/Therapeutic Massage
County of Tehama May 2008 - May 2012
Sacramento Superior Court June 2006 - April 2008
Butte Community Bank June 2004 - May 2006
Associated Pension Consultants January 2001 - January 2002
Argus Advanced Planning, Inc January 1995 - January 2001
Target Stores November 1988 - December 1995
Skills
ADA compliance, FMLA, CFRA, Labor Relations, Employee Relations, Strategic Planning, Business Development, Labor Management, Employee Handbooks, Employee Management, Labor Negotiation, Labor Standards, Labor Issues, FLSA, Payroll Administration, Employee Benefits, Payroll, Mediation, Arbitration, Workers Compensation, Public Speaking, Harassment, Public Sector, Public Administration, HRIS, Policy, Succession Planning, New Hire Orientation, Investigations, Government, Retail, Performance Management, Benefits Administration, Employment Law, HR Policies, Organizational..., Organizational Change, Talent Management, Employee Engagement, Employee/Labor Relations, HR Strategy, Leadership Development, Coaching, Hiring, Grievances, Conflict Resolution, Workforce Planning, Interviewing, Change Management, Compliance
Education
California State University-Chico 2002 — 2004
Bachelor's Degree, Political Science- Public Administration
Pleasant Valley
Butte College April 2014 - Present
Glenn County Office of Education February 2009 - April 2014
Associated Pension Consultants September 2000 - February 2009
Skills
Account Reconciliation, Microsoft Office, Outlook, Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, Budgets, PowerPoint, Management, Social Networking, Data Entry, Event Planning
Education
Stephen F. Austin State University 2013 — 2014
Master's in Education
California State University-Chico 2003 — 2007
Bachelor's degree, Liberal Studies
Here and There, NRC March 2001 - Present
Associated Pension Consultants April 2005 - April 2014
Community Heallthcare Services March 2009 - March 2012
First Aura, Inc June 2002 - December 2011
Telleo, Inc. June 1999 - May 2001
IBM 1968 - 1999
IBM Almaden Research Center July 1974 - May 1991
CMU May 1968 - June 1974
Skills
Databases, SQL Server, Start-ups, Software Development, SQL, PHP Applications, MySQL, Visual Studio, Microsoft SQL Server
Education
University of Pittsburgh 1964 — 1969
BS,MS, Chemistry, Computer Science
California State Teachers College 1963 — 1964
Chemistry
Schwan's Consumer Brands June 2003 - Present
Microsoft August 2002 - June 2003
Franklin-Templeton Investments May 1998 - August 2002
Associated Pension Consultants December 1996 - May 1997
Skills
Budgets, Forecasting, Financial Analysis, Competitive Analysis, Variance Analysis, Financial Modeling, Cross-functional Team..., SAP, Finance, Strategic Financial..., Pricing, Hyperion Enterprise, Process Improvement, Income Statement, Consumer Products, Essbase, Strategic Planning, Management, Business Strategy, Sales Operations, Strategy, FMCG, P&L Management, IRI, Nielsen, Grocery, Shopper Marketing, Customer Insight, Pricing Strategy, P&L
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA
Minnesota State University, Moorhead 1991 — 1996
Bachelor of Science
Fargo South High School
Fargo South High School
Associated Pension Consultants 2007 - Present
Pension Specialists, Inc October 2005 - July 2007
Skills
401k, Retirement, Pensions, Defined Benefit, Retirement Planning, Employee Benefits, Insurance, Strategic Planning, Mutual Funds, Business Planning, Retirement Plan..., Qualified Retirement..., Cash Balance, Floor Offset, Retirement Benefits, 403(b) Plans, Prevailing Wage
Education
University of California, Los Angeles 1994 — 1999
BS, Anthropology
Bidwell Consulting Services, Inc. July 2005 - Present
Associated Pension Consultants May 1993 - July 2005
California Computer Services July 1987 - May 1993
Skills
Consulting, Software Development, Pensions, Insurance, Retirement, Employee Benefits, Project Management, Microsoft Office, Strategic Planning, Benefits Administration, Microsoft Excel, Budgets, Mergers, Public Speaking, SQL, Negotiation, Customer Service
Education
University of Maryland College Park 1987 — 1989
AS, Computer Science
Bellevue University
MBA, Finance
Bellevue University
BS, Management Information Systems
First Presbyterian Church of Fort Bragg January 2010 - April 2012
Mendocino Private Industry Council, Inc October 2003 - January 2011
Soroptimist International of Fort Bragg 2006 - 2008
UC Davis 2002 - 2003
UC Davis-Temporary Employment Services 2002 - 2002
Greater Sacramento Employee Benefits Council January 1999 - January 2001
Associated Pension Consultants January 1991 - January 2001
Associated Pension Consultants 1991 - 2001
Sacramento January 1996 - January 1999
Big Brothers/Big Sisters of Sacramento January 1994 - January 1999
Skills
Customer Relations, Supervisory Skills, Excel, Time Management, Staff Development, Purchasing, Word, Hiring, Spreadsheets, Accounts Payable, Quickbooks, Counseling, Customer Service, Microsoft Office, Negotiation, Teamwork, Documentation, Administration, Telephone Skills, Public Speaking, Event Planning, Microsoft Word, Microsoft Excel, QuickBooks, Program Management
Education
Mastering QuickBooks class 2014 — 2014
California State University-Sacramento
Bachelor, Business Administration
CA state University, Sacramento
Bachelor's degree, Business Administration and Management, General
Associated Pension Consultants October 2010 - Present
Milliman April 2006 - March 2009
Pen-Cal 2004 - 2006
BenefitStreet 2001 - 2004
Skills
Pensions, Retirement, Compliance, 401k, Plan Design, Plan Administration, Benefits Administration, Asset Management, Mutual Funds, Investments, Business Planning, Strategic Financial...
Education
San Francisco State University 2000 — 2006
MBA, Business Administration
Associated Pension Consultants October 1983 - Present
Skills
Retirement Plan..., Retirement, Benefits Administration, Pensions, Defined Benefit, Profit Sharing, Qualified Retirement..., 401k, Insurance, Microsoft Excel, Business Planning, Pension Funds, Retirement Planning, ERISA, Mutual Funds, Employee Benefits, Microsoft Office, Customer Service, Pension Administration
Education
California State University-Sacramento
M.B.A., Finance
University of California, Berkeley
Economics
University of California, Davis
A.B., Economics
Verisight, Inc February 2014 - Present
Franchise Tax Board February 2013 - October 2014
Financial Pacific Insurance Company January 2005 - January 2011
Associated Pension Consultants September 2002 - July 2004
Bentech, Inc. August 2000 - September 2002
Trust Consultants, Inc. June 1993 - August 2000
J.D.N. Pension Consultants November 1987 - June 1993
Skills
Medical Transcription, Insurance, Auditing, Claim, 401k, Defined Benefit, Accounting, Retirement, Defined Contribution, Liability, Microsoft Excel, Pensions, Public Speaking, Customer Service, Claims Management, Data Entry
Education
Mills College
Bachelor of Arts, Mathematics
Toledo High School
Polycomp Administrative Services, Inc. November 2014 - Present
Verisight, Inc June 2014 - November 2014
Associated Pension Consultants July 2001 - June 2014
Skills
401k, Retirement, Microsoft Office, Pensions, Microsoft Excel, Customer Service, Benefits Administration, Administration, Compliance, Employee Benefits, Pension Administration, ERISA, Microsoft Word, Defined Benefit, Retirement Planning
Education
California State University-Chico
Business Administration/Human Resources, Human Resources Management and Services
IBM Global Services June 2012 - Present
California State University, Chico August 2008 - May 2012
Fitzgerald & Associates January 2003 - June 2011
Associated Pension Consultants May 2000 - April 2005
Skills
SAP, Customer Relations, Financial Accounting, Business Analysis, Accounting, Business Management, MS Project, Excel, PowerPoint, Administration, Budget Management, Microsoft Excel, Customer Service
Education
California State University-Chico 2008 — 2012
BS, Accounting Information Systems, Graduate
Butte College 2008 — 2010
AA, Social & Behavioral Science
Butte College 2008 — 2010
AA, Business Management
Associated Pension Consultants December 2008 - Present
Aerojet Rocketdyne January 2008 - December 2008
Skills
Defined Benefit, Cash...
Education
California State University-Chico 1988 — 1990
Bachelor's Degree, Finance
ValMark Securities May 1996 - Present
Burt Moss & Associates 1992 - 1995
Associated Pension Consultants 1979 - 1992
Skills
Leadership, Strategy, Strategic Planning, Coaching, Leading Change, Management, Professional Mentoring, Succession Planning, Team Building, Project Coordination, Infrastructure..., Infrastructure, Small Business, Executive Management, Best Practice Coaching, Infrastructure Planning, Entrepreneurial Growth, Insurance, Goal Setting, Financial Services
Education
Illinois State University 1973 — 1975
BS, Special Education & Psychology
Augustana College 1971 — 1973
introductory studies, Speech Pathology