BenefitStreet Company
Industry: Company
DescriptionFounded: 2008 Parent organization: Providence Equity L.L.C.
BenefitStreet List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BenefitStreet. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BenefitStreet Employees
Employee
Years
Job
Industry
Vince Ko Vince Ko's BenefitStreet Experience December 2003 - September 2004
Job Technology Sales Leader
Industry Computer Software
Experience
PagerDuty February 2015 - Present
Cleantech Group May 2014 - December 2014
Message Systems April 2013 - May 2014
SnapLogic January 2012 - April 2013
LinkedIn June 2011 - January 2012
SnapLogic May 2009 - May 2011
Robert Half International February 2008 - May 2009
Robert Half International June 2006 - February 2008
Salesforce.com 2004 - 2005
BenefitStreet December 2003 - September 2004
Skills
Data Integration, SaaS, Solution Selling, Lead Generation, Enterprise Software, ETL, Client Development, Sales Effectiveness, Data Warehousing, Business Intelligence, Online Marketing, Consultative Selling, Account Management, Salesforce.com, Sales Management, Marketing Strategy, Sales Process, Cold Calling, Web 2.0, Problem Solving, New Business Development, Lead Management, Social Media, Customer Relations, Direct Sales, Social Media Marketing, Negotiation, Key Account Management, Sales Presentations, Cloud Computing, Social Networking, Demand Generation, Team Leadership, Online Advertising, Professional Networking, Small Business, Start-ups, Sales Operations, Hiring, CRM software, Sales Recruitment, Competitive Analysis, Client Relationship..., Contract Negotiations, Strategic Partnerships, Internet Recruiting, Business Networking, CRM, Recruiting, Business Development
Education
University of California, Davis
Bachelors, Managerial Economics / Communications
Bellarmine College Preparatory
PagerDuty February 2015 - Present
Cleantech Group May 2014 - December 2014
Message Systems April 2013 - May 2014
SnapLogic January 2012 - April 2013
LinkedIn June 2011 - January 2012
SnapLogic May 2009 - May 2011
Robert Half International February 2008 - May 2009
Robert Half International June 2006 - February 2008
Salesforce.com 2004 - 2005
BenefitStreet December 2003 - September 2004
Skills
Data Integration, SaaS, Solution Selling, Lead Generation, Enterprise Software, ETL, Client Development, Sales Effectiveness, Data Warehousing, Business Intelligence, Online Marketing, Consultative Selling, Account Management, Salesforce.com, Sales Management, Marketing Strategy, Sales Process, Cold Calling, Web 2.0, Problem Solving, New Business Development, Lead Management, Social Media, Customer Relations, Direct Sales, Social Media Marketing, Negotiation, Key Account Management, Sales Presentations, Cloud Computing, Social Networking, Demand Generation, Team Leadership, Online Advertising, Professional Networking, Small Business, Start-ups, Sales Operations, Hiring, CRM software, Sales Recruitment, Competitive Analysis, Client Relationship..., Contract Negotiations, Strategic Partnerships, Internet Recruiting, Business Networking, CRM, Recruiting, Business Development
Education
University of California, Davis
Bachelors, Managerial Economics / Communications
Bellarmine College Preparatory
Kevin C. Ly Kevin C. Ly's BenefitStreet Experience February 2006 - November 2007
Job Sr. Web Marketing Manager at TriNet
Industry Human Resources
Experience
TriNet July 2014 - Present
TriNet December 2007 - June 2014
BenefitStreet February 2006 - November 2007
John Wiley & Son Inc. July 2005 - December 2005
Sybex Inc. September 2000 - July 2005
Skills
Salesforce.com, Email Marketing, Advertising, Graphic Design, HTML, Marketo, Social Networking, CSS, Web Development, Blogging, Marketing, Newsletters, Digital Illustration, Email Newsletter Design, Flash, CRM
Education
University of California, Davis 1995 — 2000
TriNet July 2014 - Present
TriNet December 2007 - June 2014
BenefitStreet February 2006 - November 2007
John Wiley & Son Inc. July 2005 - December 2005
Sybex Inc. September 2000 - July 2005
Skills
Salesforce.com, Email Marketing, Advertising, Graphic Design, HTML, Marketo, Social Networking, CSS, Web Development, Blogging, Marketing, Newsletters, Digital Illustration, Email Newsletter Design, Flash, CRM
Education
University of California, Davis 1995 — 2000
Tim Ahern Tim Ahern's BenefitStreet Experience July 2007 - September 2007
Job Workday Product, Engineering and Technology Talent Acquisition http://bit.ly/wdaytech
Industry Computer Software
Experience
Workday March 2011 - Present
Recruiting Partners October 1998 - April 2012
Dynamic Healthcare Systems April 2007 - March 2012
Guidewire Software November 2009 - March 2011
Art.com April 2008 - October 2009
LifeMasters Supported SelfCare April 2005 - February 2008
BenefitStreet July 2007 - September 2007
Safeway 2001 - 2005
Venturi Wireless March 2004 - September 2004
Nextag July 2003 - September 2003
Skills
Technical Recruiting, Cloud Computing, Enterprise Software, Sourcing, Mobile Applications, SaaS, Human Resources, Recruiting, Software Engineering
Education
Santa Clara University
BS, Economics
De La Salle
Workday March 2011 - Present
Recruiting Partners October 1998 - April 2012
Dynamic Healthcare Systems April 2007 - March 2012
Guidewire Software November 2009 - March 2011
Art.com April 2008 - October 2009
LifeMasters Supported SelfCare April 2005 - February 2008
BenefitStreet July 2007 - September 2007
Safeway 2001 - 2005
Venturi Wireless March 2004 - September 2004
Nextag July 2003 - September 2003
Skills
Technical Recruiting, Cloud Computing, Enterprise Software, Sourcing, Mobile Applications, SaaS, Human Resources, Recruiting, Software Engineering
Education
Santa Clara University
BS, Economics
De La Salle
Rosemary Foreman Rosemary Foreman's BenefitStreet Experience December 2002 - September 2004
Job Auburn Concierge & Care
Industry Hospitality
Experience
Auburn Concierge & Care May 2013 - Present
Carlsbad Concierge & Care September 2008 - September 2011
Carlsbad By The Sea Retirement Community December 2005 - September 2008
BenefitStreet December 2002 - September 2004
Skills
Retirement Planning, Social Networking, Healthcare, Retirement, Customer Service, Coaching, Social Media, Human Resources, Elder Care, Fundraising, Start-ups, Strategic Planning, Sales
Education
University of Massachusetts, Amherst 2009 — 2011
Public Health & Business Admin.
University of Colorado Boulder 1976 — 1977
Business Administration
University of Southern California 1974 — 1976
Business Administration
Mission San Jose
Auburn Concierge & Care May 2013 - Present
Carlsbad Concierge & Care September 2008 - September 2011
Carlsbad By The Sea Retirement Community December 2005 - September 2008
BenefitStreet December 2002 - September 2004
Skills
Retirement Planning, Social Networking, Healthcare, Retirement, Customer Service, Coaching, Social Media, Human Resources, Elder Care, Fundraising, Start-ups, Strategic Planning, Sales
Education
University of Massachusetts, Amherst 2009 — 2011
Public Health & Business Admin.
University of Colorado Boulder 1976 — 1977
Business Administration
University of Southern California 1974 — 1976
Business Administration
Mission San Jose
Rachel Skifton Rachel Skifton's BenefitStreet Experience September 2008 - April 2009
Job Director of Client Services at YourMechanic.com
Industry Automotive
Experience
YourMechanic.com March 2015 - Present
Martindale, a NOLO Company (a division of Internet Brands, Inc.) October 2013 - March 2015
Smartzip Analytics, Inc. July 2011 - March 2013
NextStep Defined Contribution, Inc. September 2008 - July 2011
Bumble Buzz Designs June 2007 - December 2010
BenefitStreet September 2008 - April 2009
Paper Source April 2007 - July 2008
Victor Valley College November 2006 - June 2008
Victor Valley College January 2006 - June 2006
Professional Cleaners January 2005 - December 2005
Skills
Microsoft Office, Microsoft Outlook, Adobe Acrobat, Adobe Creative Suite, Salesforce.com, Business Relationship..., Customer Relations, Customer Service, Customer Experience, Customer Retention, Collections Management, Revenue Management, Staff Supervision, Project Coordination, Windows, Training, Management, Sales, Business Development, New Business Development, Outlook, PowerPoint, Social Networking, Customer Satisfaction, Product Marketing, Analytics, Time Management, Process Improvement, Leadership, CRM, Operations Management, Data Analysis, Lead Generation, Team Leadership, Social Media
Education
University of California, Berkeley 2006 — 2008
Bachelor, Economics
Victor Valley College 2004 — 2006
AS & AA, Business Administration & Liberal Arts
YourMechanic.com March 2015 - Present
Martindale, a NOLO Company (a division of Internet Brands, Inc.) October 2013 - March 2015
Smartzip Analytics, Inc. July 2011 - March 2013
NextStep Defined Contribution, Inc. September 2008 - July 2011
Bumble Buzz Designs June 2007 - December 2010
BenefitStreet September 2008 - April 2009
Paper Source April 2007 - July 2008
Victor Valley College November 2006 - June 2008
Victor Valley College January 2006 - June 2006
Professional Cleaners January 2005 - December 2005
Skills
Microsoft Office, Microsoft Outlook, Adobe Acrobat, Adobe Creative Suite, Salesforce.com, Business Relationship..., Customer Relations, Customer Service, Customer Experience, Customer Retention, Collections Management, Revenue Management, Staff Supervision, Project Coordination, Windows, Training, Management, Sales, Business Development, New Business Development, Outlook, PowerPoint, Social Networking, Customer Satisfaction, Product Marketing, Analytics, Time Management, Process Improvement, Leadership, CRM, Operations Management, Data Analysis, Lead Generation, Team Leadership, Social Media
Education
University of California, Berkeley 2006 — 2008
Bachelor, Economics
Victor Valley College 2004 — 2006
AS & AA, Business Administration & Liberal Arts
Robert Luebs Robert Luebs's BenefitStreet Experience April 2002 - April 2009
Job Manager, AWD User Administration at ICMARC
Industry Financial Services
Experience
ICMA-RC June 2014 - Present
Verisight, Inc July 2012 - June 2014
Verisight, Inc March 2011 - July 2012
NextStep Defined Contribution, Inc. April 2009 - March 2011
BenefitStreet April 2002 - April 2009
Invesmart, Inc. January 2000 - April 2002
Skills
401k, Pensions, Retirement, Mutual Funds, Investments, Accounting, Customer Service, Financial Advisory, Financial Services, AWD, BPMN, SQL, Crystal Reports, Financial Reporting, Retirement Plan..., Microsoft Office, Photoshop, Adobe Acrobat, Visio, 10 Key, Qualified Retirement..., Profit Sharing, Microsoft Excel, Data Analysis, Outlook, Analysis, FINRA
Education
Ohlone College 2007 — 2011
Accounting
ICMA-RC June 2014 - Present
Verisight, Inc July 2012 - June 2014
Verisight, Inc March 2011 - July 2012
NextStep Defined Contribution, Inc. April 2009 - March 2011
BenefitStreet April 2002 - April 2009
Invesmart, Inc. January 2000 - April 2002
Skills
401k, Pensions, Retirement, Mutual Funds, Investments, Accounting, Customer Service, Financial Advisory, Financial Services, AWD, BPMN, SQL, Crystal Reports, Financial Reporting, Retirement Plan..., Microsoft Office, Photoshop, Adobe Acrobat, Visio, 10 Key, Qualified Retirement..., Profit Sharing, Microsoft Excel, Data Analysis, Outlook, Analysis, FINRA
Education
Ohlone College 2007 — 2011
Accounting
Joe Stallone Joe Stallone's BenefitStreet Experience November 2004 - August 2008
Job Sr Business Systems Analyst at CA Technologies
Industry Computer Software
Experience
CA Technologies August 2014 - Present
JAS IT Consulting Corp May 2014 - August 2014
Sentinel Benefits & Financial Group July 2011 - April 2014
BenefitStreet November 2004 - August 2008
Eugene Schloss & Co, LLC June 1992 - October 2004
Skills
Microsoft Office, Mutual Funds, Business Analysis, Program Management, Business Requirements, Systems Analysis, Insurance, Testing, Management, 401k, Pensions, Software Documentation, SharePoint, Employee Benefits, Project Management, Retirement, SDLC, Technical Support
Education
University of Phoenix 2008 — 2010
Associate of Arts, Information Technology
New York University 1985 — 1985
Certification in Core Programming, Computer Programming
New York University 1982 — 1984
Bachelor's Degree, Computer Science
Grumman Data System Institute 1982 — 1982
Diploma, Computer Operations
Farmingdale State University of New York 1980 — 1982
Business Administration
CA Technologies August 2014 - Present
JAS IT Consulting Corp May 2014 - August 2014
Sentinel Benefits & Financial Group July 2011 - April 2014
BenefitStreet November 2004 - August 2008
Eugene Schloss & Co, LLC June 1992 - October 2004
Skills
Microsoft Office, Mutual Funds, Business Analysis, Program Management, Business Requirements, Systems Analysis, Insurance, Testing, Management, 401k, Pensions, Software Documentation, SharePoint, Employee Benefits, Project Management, Retirement, SDLC, Technical Support
Education
University of Phoenix 2008 — 2010
Associate of Arts, Information Technology
New York University 1985 — 1985
Certification in Core Programming, Computer Programming
New York University 1982 — 1984
Bachelor's Degree, Computer Science
Grumman Data System Institute 1982 — 1982
Diploma, Computer Operations
Farmingdale State University of New York 1980 — 1982
Business Administration
Dan Friel Dan Friel's BenefitStreet Experience December 2006 - December 2007
Job Director TPA Relationships at Empower Retirement
Industry Financial Services
Experience
Empower Retirement May 2011 - Present
DailyAccess Corporation December 2007 - May 2011
BenefitStreet December 2006 - December 2007
Fidelity Investments December 1996 - December 2006
Skills
401k
Education
Northeastern University 1991 — 1996
Law
Empower Retirement May 2011 - Present
DailyAccess Corporation December 2007 - May 2011
BenefitStreet December 2006 - December 2007
Fidelity Investments December 1996 - December 2006
Skills
401k
Education
Northeastern University 1991 — 1996
Law
Michelle Zhang, ERPA, CPC, QPA Michelle Zhang, ERPA, CPC, QPA's BenefitStreet Experience June 2007 - February 2009
Job Director at Primark Benefits
Industry Financial Services
Experience
Primark Benefits March 2009 - Present
BenefitStreet June 2007 - February 2009
Pacific Retirement Plans June 1996 - June 2007
Deloitte & Touche October 2004 - December 2004
NTT America June 2001 - January 2004
Skills
401k, Plan Design, Pensions, Retirement, Employee Benefits, Mutual Funds, Defined Benefit, ERISA, Investments, Financial Advisory, Retirement Planning, Financial Services, Series 63, Executive Pay, Investment Advisory
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
B.S., Accounting & Finance
Primark Benefits March 2009 - Present
BenefitStreet June 2007 - February 2009
Pacific Retirement Plans June 1996 - June 2007
Deloitte & Touche October 2004 - December 2004
NTT America June 2001 - January 2004
Skills
401k, Plan Design, Pensions, Retirement, Employee Benefits, Mutual Funds, Defined Benefit, ERISA, Investments, Financial Advisory, Retirement Planning, Financial Services, Series 63, Executive Pay, Investment Advisory
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
B.S., Accounting & Finance
Michelle Donofrio's BenefitStreet Experience August 2007 - September 2008
Job CFO at Karbyn
Industry Computer Software
Experience
Teq August 2011 - March 2014
Teq August 2009 - August 2011
Chadbourne & Parke LLP October 2008 - January 2009
BenefitStreet August 2007 - September 2008
Enterprise Rent-A-Car February 2006 - August 2007
Enterprise Rent-A-Car February 2005 - February 2006
Bender, Ciccotto & Co. CPAs January 2004 - February 2005
Enterprise Rent-A-Car May 2003 - January 2004
Klein, Liebman & Gresen June 2002 - May 2003
IBM Global Business Services May 2001 - May 2002
Skills
Accounting
Education
State University of New York College at Oswego 1997 — 2001
BS, Accounting
Manhattan Center 1992 — 1996
Teq August 2011 - March 2014
Teq August 2009 - August 2011
Chadbourne & Parke LLP October 2008 - January 2009
BenefitStreet August 2007 - September 2008
Enterprise Rent-A-Car February 2006 - August 2007
Enterprise Rent-A-Car February 2005 - February 2006
Bender, Ciccotto & Co. CPAs January 2004 - February 2005
Enterprise Rent-A-Car May 2003 - January 2004
Klein, Liebman & Gresen June 2002 - May 2003
IBM Global Business Services May 2001 - May 2002
Skills
Accounting
Education
State University of New York College at Oswego 1997 — 2001
BS, Accounting
Manhattan Center 1992 — 1996
Ron Keefe, AIF®'s BenefitStreet Experience August 2004 - April 2009
Job Vice President Relationship Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
Positive Retirement Outcomes, LLC September 2011 - August 2014
Samuel Financial, Inc. May 2009 - September 2011
BenefitStreet August 2004 - April 2009
State Street Global Advisors 2000 - 2003
State Street Global Advisors 1996 - 2000
Putnam Investments 1995 - 1996
Skills
Series 66, Mutual Funds, Investments, Financial Services, 401k, Retirement, Series 63, Retirement Planning, Pensions, Finance, Series 6
Education
Stonehill College 1986 — 1990
BA, Communications
J.P. Morgan August 2014 - Present
Positive Retirement Outcomes, LLC September 2011 - August 2014
Samuel Financial, Inc. May 2009 - September 2011
BenefitStreet August 2004 - April 2009
State Street Global Advisors 2000 - 2003
State Street Global Advisors 1996 - 2000
Putnam Investments 1995 - 1996
Skills
Series 66, Mutual Funds, Investments, Financial Services, 401k, Retirement, Series 63, Retirement Planning, Pensions, Finance, Series 6
Education
Stonehill College 1986 — 1990
BA, Communications
Vic Young Vic Young's BenefitStreet Experience January 2006 - May 2007
Job Global Benefit Analyst at Gensler
Industry Human Resources
Experience
Kaiser Permanente October 2013 - Present
Gensler September 2012 - November 2012
Robert Half International June 2011 - June 2012
Robert Half International June 2010 - May 2011
Robert Half International June 2007 - May 2010
BenefitStreet January 2006 - May 2007
Watson Wyatt Worldwide December 1998 - December 2005
Skills
PeopleSoft, Benefits Administration, Data Analysis, Employee Benefits, Interviews, Payroll, Training, Human Resources, HR Consulting, Defined Benefit, Microsoft Excel, Project Management, Vendor Management, HRIS, Employee Relations, Talent Acquisition
Education
University of San Francisco 2003 — 2005
Master of Science, Organizational Development
San Francisco State University 1993 — 1998
Bachelor of Arts, Organizational Communication
Berean Christian High School 1990 — 1993
High School Diploma, College Preparatory
Kaiser Permanente October 2013 - Present
Gensler September 2012 - November 2012
Robert Half International June 2011 - June 2012
Robert Half International June 2010 - May 2011
Robert Half International June 2007 - May 2010
BenefitStreet January 2006 - May 2007
Watson Wyatt Worldwide December 1998 - December 2005
Skills
PeopleSoft, Benefits Administration, Data Analysis, Employee Benefits, Interviews, Payroll, Training, Human Resources, HR Consulting, Defined Benefit, Microsoft Excel, Project Management, Vendor Management, HRIS, Employee Relations, Talent Acquisition
Education
University of San Francisco 2003 — 2005
Master of Science, Organizational Development
San Francisco State University 1993 — 1998
Bachelor of Arts, Organizational Communication
Berean Christian High School 1990 — 1993
High School Diploma, College Preparatory
Seth Tator Seth Tator's BenefitStreet Experience 2000 - 2002
Job Associate Finance Manager at The Clorox Company
Industry Consumer Goods
Experience
The Clorox Company February 2015 - Present
Don Sebastiani & Sons March 2012 - February 2015
Treasury Wine Estates September 2011 - April 2012
Treasury Wine Estates November 2009 - September 2011
Treasury Wine Estates October 2008 - September 2009
Leavey School of Business September 2005 - June 2008
Wells Fargo 2002 - 2005
BenefitStreet 2000 - 2002
Snapfish.com 2000 - 2001
Franklin Templeton Investments April 1998 - April 1999
Skills
Forecasting, Finance, Financial Analysis, Variance Analysis, Analysis, Management, Pricing, Financial Modeling, Budgets, Strategy, P&L, JD Edwards, Analytics, Strategic Financial..., Cross-functional Team..., Operations Management, Managerial Finance, CRM, Strategic Planning, General Finance, Cost Accounting, Cash Flow, Leadership, DCF, Capital Budgeting, Linear Regression, Decision Trees, Business Statistics, People Management, Monthly Close, Monthly Reporting, FMCG, Cognos, Process Improvement, Project Management, Sales, Navision, Product Development, Essbase, Auditing, Team Building, Valuation, Competitive Analysis, Accounting, Budgeting, Business Strategy, Business Analysis, team development, Financial Reporting, IRI
Education
Santa Clara University - Leavey School of Business 2004 — 2008
MBA, Finance
UC Davis 1991 — 1996
BS, Genetics
Saint Ignatius
The Clorox Company February 2015 - Present
Don Sebastiani & Sons March 2012 - February 2015
Treasury Wine Estates September 2011 - April 2012
Treasury Wine Estates November 2009 - September 2011
Treasury Wine Estates October 2008 - September 2009
Leavey School of Business September 2005 - June 2008
Wells Fargo 2002 - 2005
BenefitStreet 2000 - 2002
Snapfish.com 2000 - 2001
Franklin Templeton Investments April 1998 - April 1999
Skills
Forecasting, Finance, Financial Analysis, Variance Analysis, Analysis, Management, Pricing, Financial Modeling, Budgets, Strategy, P&L, JD Edwards, Analytics, Strategic Financial..., Cross-functional Team..., Operations Management, Managerial Finance, CRM, Strategic Planning, General Finance, Cost Accounting, Cash Flow, Leadership, DCF, Capital Budgeting, Linear Regression, Decision Trees, Business Statistics, People Management, Monthly Close, Monthly Reporting, FMCG, Cognos, Process Improvement, Project Management, Sales, Navision, Product Development, Essbase, Auditing, Team Building, Valuation, Competitive Analysis, Accounting, Budgeting, Business Strategy, Business Analysis, team development, Financial Reporting, IRI
Education
Santa Clara University - Leavey School of Business 2004 — 2008
MBA, Finance
UC Davis 1991 — 1996
BS, Genetics
Saint Ignatius
Christo Ellef Christo Ellef's BenefitStreet Experience June 2007 - June 2008
Job Managing Partner
Industry Investment Management
Experience
Trio Capital Consultants, LLC January 2009 - Present
BenefitStreet June 2007 - June 2008
Travelers January 2000 - March 2005
GIGNA June 1970 - September 1980
Education
Harvard Business School 1976 — 1978
Executive Camous, Micro Economics
University of Hartford 1972 — 1976
MBA, Credits, Economics
Marietta College 1966 — 1970
Bachelor, Economics, Business
Trio Capital Consultants, LLC January 2009 - Present
BenefitStreet June 2007 - June 2008
Travelers January 2000 - March 2005
GIGNA June 1970 - September 1980
Education
Harvard Business School 1976 — 1978
Executive Camous, Micro Economics
University of Hartford 1972 — 1976
MBA, Credits, Economics
Marietta College 1966 — 1970
Bachelor, Economics, Business
Brenda M. Brumm's BenefitStreet Experience July 2007 - December 2007
Job Internal Sales Consultant at The Retirement Advantage, Inc.
Industry Financial Services
Experience
The Retirement Advantage January 2014 - Present
The Retirement Advantage June 2010 - December 2013
DC Specialists, Inc. January 2008 - March 2010
BenefitStreet July 2007 - December 2007
SkillPath Seminars November 2003 - May 2007
JPMorgan Chase Retirement Plan Services April 1998 - November 2003
The Principal Financial Group March 1993 - March 1998
Boatmen's Bank August 1989 - March 1993
Skills
Pensions, 401k, Retirement, Profit Sharing, Defined Contribution, Retirement Plan..., Financial Services, CRM, Retirement Planning, Employee Benefits
Education
North Iowa Area Community College 1986 — 1988
Associate Degree, Accounting and Business Management
Friends University
The Retirement Advantage January 2014 - Present
The Retirement Advantage June 2010 - December 2013
DC Specialists, Inc. January 2008 - March 2010
BenefitStreet July 2007 - December 2007
SkillPath Seminars November 2003 - May 2007
JPMorgan Chase Retirement Plan Services April 1998 - November 2003
The Principal Financial Group March 1993 - March 1998
Boatmen's Bank August 1989 - March 1993
Skills
Pensions, 401k, Retirement, Profit Sharing, Defined Contribution, Retirement Plan..., Financial Services, CRM, Retirement Planning, Employee Benefits
Education
North Iowa Area Community College 1986 — 1988
Associate Degree, Accounting and Business Management
Friends University
John Lowrey's BenefitStreet Experience 2005 - 2006
Job Investment Advisor, Toroso Investments
Industry Financial Services
Experience
Toroso Investments February 2014 - Present
A Better 401k Plan, Inc. 2006 - March 2014
Toroso Investments 2014 - 2014
BenefitStreet 2005 - 2006
Fidelity Investments 1998 - 2005
ADP 1994 - 1998
Skills
401k, Finance, Financial Planners, Financial Services, Investment Advisory, Investments, Mutual Funds, Relationship Management, Retirement, Retirement Planning, Sales, Securities, Wealth Management, Asset Allocation, Portfolio Management
Education
Assumption College 1990 — 1994
B.A., Business Management
Blessed Sacrament
LaSalle Academy
Toroso Investments February 2014 - Present
A Better 401k Plan, Inc. 2006 - March 2014
Toroso Investments 2014 - 2014
BenefitStreet 2005 - 2006
Fidelity Investments 1998 - 2005
ADP 1994 - 1998
Skills
401k, Finance, Financial Planners, Financial Services, Investment Advisory, Investments, Mutual Funds, Relationship Management, Retirement, Retirement Planning, Sales, Securities, Wealth Management, Asset Allocation, Portfolio Management
Education
Assumption College 1990 — 1994
B.A., Business Management
Blessed Sacrament
LaSalle Academy
Carolina Berschens Carolina Berschens's BenefitStreet Experience 2004 - 2009
Job Revenue Accounting Manager at Verisight, Inc.
Industry Accounting
Experience
Verisight, Inc. April 2013 - Present
Finis, Inc. February 2009 - April 2013
BenefitStreet 2004 - 2009
AvantGo, a subsidiary of Sybase / SAP 2000 - 2004
EPRI 1996 - 2000
Skills
Internal Controls, SEC filings, Revenue Recognition, US GAAP, GAAP, Financial Analysis, Consolidation, Financial Accounting, Sarbanes-Oxley, Financial Modeling, IFRS, Due Diligence, Tax, Budgets, Financial Reporting, Financial Audits, Account Reconciliation, Employee Benefits, General Ledger, Human Resources, Payroll, Stock Management, ERP, Certified Payroll, stock administration, Budget Monitoring, Stocks, Financial Statements, Auditing, Sarbanes-Oxley Act, Accounts Payable
Education
University of California, Berkeley 1986 — 1991
Economics
St John Ursuline Catholic High School 1983 — 1986
High School diploma
Verisight, Inc. April 2013 - Present
Finis, Inc. February 2009 - April 2013
BenefitStreet 2004 - 2009
AvantGo, a subsidiary of Sybase / SAP 2000 - 2004
EPRI 1996 - 2000
Skills
Internal Controls, SEC filings, Revenue Recognition, US GAAP, GAAP, Financial Analysis, Consolidation, Financial Accounting, Sarbanes-Oxley, Financial Modeling, IFRS, Due Diligence, Tax, Budgets, Financial Reporting, Financial Audits, Account Reconciliation, Employee Benefits, General Ledger, Human Resources, Payroll, Stock Management, ERP, Certified Payroll, stock administration, Budget Monitoring, Stocks, Financial Statements, Auditing, Sarbanes-Oxley Act, Accounts Payable
Education
University of California, Berkeley 1986 — 1991
Economics
St John Ursuline Catholic High School 1983 — 1986
High School diploma
Sanford Rich's BenefitStreet Experience February 2008 - February 2009
Job Chief of Negotiations and Restructuring at Pension Benefit Guaranty Corporation
Industry Executive Office
Experience
Pension Benefit Guaranty Corporation November 2012 - Present
Aspen University March 2012 - Present
Danville Group (Rootstock Software) June 2009 - Present
Ins Pro Technologies (public, ITCC) 2006 - Present
Whitemarsh Capital LLC January 2009 - December 2013
In The Car LLC October 2011 - September 2012
Jelsleep LLC February 2012 - July 2012
InterCLICK August 2007 - June 2009
Prospect Capital Corporation February 2009 - March 2009
BenefitStreet February 2008 - February 2009
Skills
Private Equity, Venture Capital, Corporate Governance, Credit Analysis, Restructuring, Private Placements, Capital Structure, Alternative Investments, Mergers, Deal Structuring, Corporate Finance, Valuation, Series 7, Due Diligence, Leveraged Finance, Asset Management, Portfolio Management, Asset Managment, Mergers & Acquisitions, Equities, Securities, Trading, Financial Modeling, Capital, IPO, Hedge Funds, Finance, Negotiation, Investment Banking, Financial Risk, Capital Markets, Investments, Bonds, Emerging Markets, Financial Structuring, Structured Finance, Corporate Development, Funding, Project Finance, Investor Relations, Fixed Income, Equity Research, Financial Markets, M&A experience, Business Valuation, Commodity, Bloomberg, Investment Strategies, Investment Management, Executive Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
Case Western Reserve University 1976 — 1980
Bachelors of Science, Finance
Pension Benefit Guaranty Corporation November 2012 - Present
Aspen University March 2012 - Present
Danville Group (Rootstock Software) June 2009 - Present
Ins Pro Technologies (public, ITCC) 2006 - Present
Whitemarsh Capital LLC January 2009 - December 2013
In The Car LLC October 2011 - September 2012
Jelsleep LLC February 2012 - July 2012
InterCLICK August 2007 - June 2009
Prospect Capital Corporation February 2009 - March 2009
BenefitStreet February 2008 - February 2009
Skills
Private Equity, Venture Capital, Corporate Governance, Credit Analysis, Restructuring, Private Placements, Capital Structure, Alternative Investments, Mergers, Deal Structuring, Corporate Finance, Valuation, Series 7, Due Diligence, Leveraged Finance, Asset Management, Portfolio Management, Asset Managment, Mergers & Acquisitions, Equities, Securities, Trading, Financial Modeling, Capital, IPO, Hedge Funds, Finance, Negotiation, Investment Banking, Financial Risk, Capital Markets, Investments, Bonds, Emerging Markets, Financial Structuring, Structured Finance, Corporate Development, Funding, Project Finance, Investor Relations, Fixed Income, Equity Research, Financial Markets, M&A experience, Business Valuation, Commodity, Bloomberg, Investment Strategies, Investment Management, Executive Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
Case Western Reserve University 1976 — 1980
Bachelors of Science, Finance
Loren Davis's BenefitStreet Experience January 2008 - October 2008
Job
Industry Financial Services
Experience
Wells Fargo December 2011 - Present
Davis Software Solutions October 2008 - Present
Wells Fargo March 2010 - November 2011
BenefitStreet January 2008 - October 2008
BenefitStreet, Inc. January 2007 - December 2007
BenefitStreet, Inc. October 1999 - January 2007
Radiant Systems, Inc 1993 - 1999
SpeedCall Corporation 1987 - 1993
Skills
Start-ups, Leadership, Databases, .NET, Management
Education
Kansas State University 1981 — 1987
Electrical and Computer Engineering
Wells Fargo December 2011 - Present
Davis Software Solutions October 2008 - Present
Wells Fargo March 2010 - November 2011
BenefitStreet January 2008 - October 2008
BenefitStreet, Inc. January 2007 - December 2007
BenefitStreet, Inc. October 1999 - January 2007
Radiant Systems, Inc 1993 - 1999
SpeedCall Corporation 1987 - 1993
Skills
Start-ups, Leadership, Databases, .NET, Management
Education
Kansas State University 1981 — 1987
Electrical and Computer Engineering
Ron Chin's BenefitStreet Experience February 2000 - January 2002
Job Retirement Plan Manager at University of San Francisco
Industry Financial Services
Experience
University of San Francisco November 2013 - Present
The Online 401(k) November 2003 - October 2013
ADP January 2002 - November 2003
BenefitStreet February 2000 - January 2002
Merrill Lynch January 1997 - January 2000
Skills
401k, Financial Services, Pension Administration, Retirement Planning, ERISA, Mutual Funds, Retirement, Process Improvement, Defined Contribution, Investments, Profit Sharing, ETFs, Asset Allocation, Series 7
Education
San Francisco State University
University of San Francisco November 2013 - Present
The Online 401(k) November 2003 - October 2013
ADP January 2002 - November 2003
BenefitStreet February 2000 - January 2002
Merrill Lynch January 1997 - January 2000
Skills
401k, Financial Services, Pension Administration, Retirement Planning, ERISA, Mutual Funds, Retirement, Process Improvement, Defined Contribution, Investments, Profit Sharing, ETFs, Asset Allocation, Series 7
Education
San Francisco State University
Andy Chopra's BenefitStreet Experience 2007 - 2009
Job Managing Director at Andy Chopra Consulting Corp
Industry Information Technology and Services
Experience
Andy Chopra Consulting Corp June 2007 - Present
Chevron 2012 - 2014
BenefitStreet 2007 - 2009
Comprehensive Industrial Disability Management 2005 - 2007
Chevron May 1999 - May 2005
Skills
Software Development, SaaS, Integration, Enterprise Software, Web Services, Cloud Computing, Agile Methodologies, Microsoft SQL Server, Business Intelligence, Management, SQL, Software Engineering, Software Project..., XML
Education
University of California, Berkeley 1998 — 1999
MS, Engineering
Punjab Engineering College 1994 — 1998
BS, Engineering
DAV College, Chandigarh 1992 — 1994
Pre-Engineering
St. Joseph's High School 1984 — 1992
High School, High School Diploma
Andy Chopra Consulting Corp June 2007 - Present
Chevron 2012 - 2014
BenefitStreet 2007 - 2009
Comprehensive Industrial Disability Management 2005 - 2007
Chevron May 1999 - May 2005
Skills
Software Development, SaaS, Integration, Enterprise Software, Web Services, Cloud Computing, Agile Methodologies, Microsoft SQL Server, Business Intelligence, Management, SQL, Software Engineering, Software Project..., XML
Education
University of California, Berkeley 1998 — 1999
MS, Engineering
Punjab Engineering College 1994 — 1998
BS, Engineering
DAV College, Chandigarh 1992 — 1994
Pre-Engineering
St. Joseph's High School 1984 — 1992
High School, High School Diploma
Bonnie Vetterli's BenefitStreet Experience July 2007 - July 2008
Job Sr. Business Performance Analyst at Pacific Gas & Electric
Industry Financial Services
Experience
Pacific Gas and Electric Company June 2013 - Present
Williams-Sonoma, Inc. March 2011 - June 2013
Tesseban Petcharawit, Thailand September 2009 - March 2010
Lindquist LLP July 2008 - September 2009
BenefitStreet July 2007 - July 2008
Skills
Management, Microsoft Excel, ADP Payroll, Customer Service, Retail, Account Reconciliation, Auditing, Analysis, QuickBooks, Employee Benefits, Sales, Microsoft Office, Leadership, Marketing, Financial Analysis, Strategy, Forecasting, Program Management
Education
San Jose State University
BS, Health Science
Pacific Gas and Electric Company June 2013 - Present
Williams-Sonoma, Inc. March 2011 - June 2013
Tesseban Petcharawit, Thailand September 2009 - March 2010
Lindquist LLP July 2008 - September 2009
BenefitStreet July 2007 - July 2008
Skills
Management, Microsoft Excel, ADP Payroll, Customer Service, Retail, Account Reconciliation, Auditing, Analysis, QuickBooks, Employee Benefits, Sales, Microsoft Office, Leadership, Marketing, Financial Analysis, Strategy, Forecasting, Program Management
Education
San Jose State University
BS, Health Science
Madhavi Erva's BenefitStreet Experience March 2008 - May 2009
Job DBA + Pl/Sql Developer at Agilent Technologies
Industry Computer Software
Experience
Agilent Technologies April 2010 - Present
DailyAccess Corporation May 2009 - February 2010
BenefitStreet March 2008 - May 2009
Magellan Health Services August 2007 - February 2008
Wipro Infotech Ltd 2005 - 2007
I&B Hospital 1998 - 2004
Skills
Oracle, SQL, Databases, Performance Tuning, PL/SQL
Education
University of Pune 1995 — 1997
MCM
Dsrf Pune university
Agilent Technologies April 2010 - Present
DailyAccess Corporation May 2009 - February 2010
BenefitStreet March 2008 - May 2009
Magellan Health Services August 2007 - February 2008
Wipro Infotech Ltd 2005 - 2007
I&B Hospital 1998 - 2004
Skills
Oracle, SQL, Databases, Performance Tuning, PL/SQL
Education
University of Pune 1995 — 1997
MCM
Dsrf Pune university
Kathleen Hopper's BenefitStreet Experience August 2003 - September 2008
Job FlexToday, Inc. for Flex, Commuter, HRA, HSA, COBRA and Custom benefit administration.
Industry Financial Services
Experience
FlexToday, Inc. March 2008 - Present
BenefitStreet August 2003 - September 2008
CKS Employee Benefit Systems, Inc. October 1990 - September 2008
Skills
401k, Defined Benefit, Pensions, Retirement, Employee Benefits, Human Resources, SaaS, Flexible Spending..., Section 125 Plans, Cafeteria Plans, Health Savings Accounts, Employee Benefits Design, Qualified Retirement..., Group Benefit Plans, SPDs, Benefit Plan..., Form 5500, Health & Welfare..., Long-term Care, Profit Sharing, Deferred Compensation, Life Insurance, Defined Contribution, Benefits Administration, Disability Insurance, Employee Handbooks, ERISA, Health Insurance, HRIS, Insurance, COBRA, Legal Compliance, Benefits Design, Term Life Insurance, Brokers, New Hire Orientations
Education
California State University, Fresno
McLane
FlexToday, Inc. March 2008 - Present
BenefitStreet August 2003 - September 2008
CKS Employee Benefit Systems, Inc. October 1990 - September 2008
Skills
401k, Defined Benefit, Pensions, Retirement, Employee Benefits, Human Resources, SaaS, Flexible Spending..., Section 125 Plans, Cafeteria Plans, Health Savings Accounts, Employee Benefits Design, Qualified Retirement..., Group Benefit Plans, SPDs, Benefit Plan..., Form 5500, Health & Welfare..., Long-term Care, Profit Sharing, Deferred Compensation, Life Insurance, Defined Contribution, Benefits Administration, Disability Insurance, Employee Handbooks, ERISA, Health Insurance, HRIS, Insurance, COBRA, Legal Compliance, Benefits Design, Term Life Insurance, Brokers, New Hire Orientations
Education
California State University, Fresno
McLane
Teresa Trinies's BenefitStreet Experience 2006 - 2008
Job Accounting Specialist Accounts Payable
Industry Information Services
Experience
Verisight, Inc. Conversion SpecialistNextStep Defined Contribution, Inc.2008 - November 2011
BenefitStreet 2006 - 2008
CBIZ Actuarial 2000 - 2006
Education
California State University-Hayward - School of Business and Economics
B.S., Accounting
Verisight, Inc. Conversion SpecialistNextStep Defined Contribution, Inc.2008 - November 2011
BenefitStreet 2006 - 2008
CBIZ Actuarial 2000 - 2006
Education
California State University-Hayward - School of Business and Economics
B.S., Accounting
Sean Callinan's BenefitStreet Experience 2000 - 2001
Job Senior Vice President
Industry Financial Services
Experience
Fisher Investments 2002 - Present
Barclays Global Investors 2001 - 2002
BenefitStreet 2000 - 2001
Fremont Group 1995 - 2000
Wade Financial Group 1991 - 1995
American Express 1987 - 1991
Skills
business strategy, Investment Advisory
Education
Nankai University-Tianjin, China 1990 — 1991
Intensive Mandarin Language
University of Minnesota-Twin Cities 1986 — 1990
BA, International Relations/Political Economics
Fisher Investments 2002 - Present
Barclays Global Investors 2001 - 2002
BenefitStreet 2000 - 2001
Fremont Group 1995 - 2000
Wade Financial Group 1991 - 1995
American Express 1987 - 1991
Skills
business strategy, Investment Advisory
Education
Nankai University-Tianjin, China 1990 — 1991
Intensive Mandarin Language
University of Minnesota-Twin Cities 1986 — 1990
BA, International Relations/Political Economics
David Ragona, MBA, APA's BenefitStreet Experience 2001 - 2004
Job Director of Compliance at Associated Pension Consultants
Industry Financial Services
Experience
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 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
Sandra Lee's BenefitStreet Experience June 2004 - January 2006
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2006 - Present
BenefitStreet June 2004 - January 2006
Charles Schwab February 2000 - June 2004
Skills
Series 7, Investment Advisory, Mutual Funds, Management, Wealth Management, Investments, Series 63, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management
Education
California State University-Hayward - School of Business and Economics
Bachelor of Science, Business Administration emphasis in Computer Information Systems & Marketing
Charles Schwab January 2006 - Present
BenefitStreet June 2004 - January 2006
Charles Schwab February 2000 - June 2004
Skills
Series 7, Investment Advisory, Mutual Funds, Management, Wealth Management, Investments, Series 63, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management
Education
California State University-Hayward - School of Business and Economics
Bachelor of Science, Business Administration emphasis in Computer Information Systems & Marketing
Larry Hardie's BenefitStreet Experience March 2006 - November 2007
Job
Industry
William Heinlin's BenefitStreet Experience 2007 - 2007
Job Business Analyst Quality Assurance
Industry Banking
Experience
Bank of America September 2008 - Present
BenefitStreet 2007 - 2007
Strategic Office Solutions 2000 - 2004
Skills
Banking, Management
Education
Rutgers University 2000 — 2004
Bachelor's degree, Economics
University of San Francisco 2000 — 2002
Master of Business Administration (MBA), Finance, General
Bank of America September 2008 - Present
BenefitStreet 2007 - 2007
Strategic Office Solutions 2000 - 2004
Skills
Banking, Management
Education
Rutgers University 2000 — 2004
Bachelor's degree, Economics
University of San Francisco 2000 — 2002
Master of Business Administration (MBA), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY