Blue Ridge ESOP Associates
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Blue Ridge ESOP Associates Employees
Velur Enterprises, Inc. February 2014 - Present
Blue Ridge ESOP Associates January 2009 - July 2013
Menke & Associates July 1998 - July 2008
BSI Consultants, Inc. July 1995 - July 1998
Benefit Systems, Inc. December 1987 - January 1996
Security Bank and Trust Company 1983 - April 1987
Skills
401k, Accounting, Pension Administration, ESOP, Audit, Benefits Administration, Real Estate, Tax
Education
Ateneo Graduate School of Business 1983 — 1984
Polytechnic University of the Philippines 1974 — 1977
Bachelor of Commerce (B.Com.), Accounting and Finance
Blue Ridge ESOP Associates August 2013 - Present
Skills
Windows, 401k, Outlook, Microsoft Office, Defined Benefit, Financial Services, Retirement, Defined Contribution, ERISA, Client Relations Skills, Correction of Plan..., Plan Document drafting, Nondiscrimination..., Form 5500 preparation, Plan Design, Computer Software...
Education
The College of New Jersey
Verisight, Inc September 2015 - Present
Healthtrax Fitness & Wellness January 2012 - Present
Blue Ridge ESOP Associates July 2014 - September 2015
Blue Ridge ESOP Associates October 2006 - July 2014
Angell Pension Group October 1997 - October 2006
Skills
401k, Retirement, Employee Benefits, Strategic Planning, Microsoft Office, Training, ESOP, Pensions, Team Building, Leadership, Public Speaking, Customer Service, Microsoft Excel, Defined Benefit, Microsoft Word
Education
University of Massachusetts Dartmouth
Bachelor Science, Chemistry, 2012
Snagajob April 2015 - Present
Self Employed January 1993 - Present
Snagajob April 2013 - April 2015
Snagajob April 2012 - April 2013
Snagajob April 2011 - April 2012
Digerati December 2010 - April 2011
Yves Delorme, Inc. May 2010 - December 2010
SNL Financial November 2008 - May 2010
Merck May 2007 - November 2008
Blue Ridge ESOP Associates December 2006 - May 2007
Skills
IT Hardware Support, Fine Art, Management, Graphic Design, Active Directory, Desktop Administration, Remote User Support, Microsoft Office, Employee Training, Microsoft Exchange, Adobe Creative Suite, Windows 7, Mac OS, SCCM Imaging, Lease Management, Help Desk Support, Networking, Tape Backup, Customer Service, Technical Writing, Inventory Management, SharePoint, VPN, Troubleshooting, Junior Sys Admin, Technical Support, Google Apps
Education
James Madison University 1998 — 2002
Bachelor of Fine Arts (B.F.A.), Art with a concentration in Graphic Design
Madison County High School 1994 — 1998
Advanced Studies
Piedmont Virginia Community College
Blue Ridge ESOP Associates April 2009 - Present
Blue Ridge ESOP Associates April 2009 - December 2010
RubinBrown 1987 - 2009
Skills
Pensions, ESOP, Consulting, Profit Sharing, Public Speaking, Leadership, 401k, Employee Benefits, Retirement, Tax, Accounting, Strategic Financial..., Training, Management, ERISA, Strategic Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1969 — 1972
BBA
Blue Ridge ESOP Associates April 2011 - Present
Skills
Pensions, ERISA, 401k, ESOP, Retirement, Employee Benefits, Mutual Funds, Pension Administration, Retirement Planning, Profit Sharing, Defined Contribution, Defined Benefit, Retirement Plan...
Education
Oregon State University
BS, Mathematics/Economics
Blue Ridge ESOP Associates June 2007 - Present
CvilleRail May 2005 - November 2007
University of Virginia August 2003 - June 2007
Return Buy March 2003 - June 2003
SpinWeb Net Designs June 1998 - July 2002
Skills
PHP Programming, Negotiating Contracts, XML, PHP, Strategic Planning, Agile Methodologies, Software Project..., Project Management, Public Speaking, Research, Software Development, Business Analysis, Web Development, HTML, Agile Project Management, MySQL, Web Applications, Process Improvement, SQL, Budgets, Website Development, Integration, Investment Advisory..., Ruby on Rails, Java, Business Process, Apache, Software Engineering, Consulting, Solaris
Education
Ball State University 1995 — 1999
CS, Computer Science, History
Blue Ridge ESOP Associates October 2011 - Present
ADP Retirement Services April 2011 - October 2011
Digital Retirement Solutions August 2007 - May 2010
Great-West Life and Annuity Insurance Company September 2006 - June 2007
M&T Bank June 2005 - July 2006
American Funds June 2002 - January 2005
Skills
Strategy, Business Development, Sales, Strategic Planning, Retirement, Leadership, 401k, Negotiation, Employee Benefits
Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Business Administration and Management/Psychology
Blue Ridge ESOP Associates August 2012 - Present
NewtonCPA, PLLC January 2012 - March 2012
Plemmons Student Union 2009 - December 2011
Law Offices of Robert H. Morrison 2010 - 2011
Appalachian State Food Services August 2009 - May 2010
Skills
CCH Prosystems, Microsoft Office, Tax Returns, Accounting, Sales Tax, Customer Service, Team Building, Analysis, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Social Media, Event Planning, Financial Analysis
Education
Appalachian State University 2009 — 2012
B.S.B.A, Accounting
Sweet Briar College 2008 — 2009
Blue Ridge ESOP Associates July 2006 - August 2010
Ermak Investment Company March 2000 - August 2005
Education
State University — Higher School of Economics 2002 — 2005
Masters, Finance
Permskij Gosudarstvennyj Tehniceskij Universitet 1994 — 1999
Bachelor, Translator (English-Russian)
Blue Ridge ESOP Associates March 2012 - Present
Pace custom sawing February 2010 - December 2010
Buon Amici August 2007 - December 2009
Virginia Shakespeare Festival April 2007 - August 2007
Skills
Management, Sales, Customer Service, Sales Management, Finance, Payroll, Microsoft Office, Marketing, PowerPoint, Time Management
Education
Christopher Newport University
B.S. Business Administration, Finance 2006
Management Services Corporation September 2009 - Present
Charlottesville Albemarle SPCA February 2008 - September 2009
Central America Solar Oven Project January 2008 - March 2009
Blue Ridge ESOP Associates 2008 - 2008
LexisNexis 1999 - 2004
Skills
Copy Editing, Proofreading, Fair Housing, Email Marketing, Poetry, Cooking, Google Analytics, Marketing, Event Planning, English & Spanish..., Photographers, Animals, Animal Husbandry, Organizational Support, Social Media Marketing, hiking, Digital Photography, Customer Service
Education
Indiana University Bloomington 1996 — 1998
Master of Arts (M.A.), Latin American Studies
Denison University 1992 — 1996
Bachelor of Arts (B.A.), Latin American and Caribbean Studies and Spanish
Pontificia Universidad Católica de Chile
Junior year abroad
Tandem school
Blue Ridge ESOP Associates January 2013 - Present
Business Transition Advisors 2008 - 2013
Business Transition Advisors, Inc. December 2009 - October 2012
Business Transition Advisors, Inc August 2008 - December 2009
Marshall & Stevens / ESOP Capital Strategies, Inc March 1999 - July 2008
Marshall & Stevens Incorporated July 1994 - March 1999
Giles J. Kennedy & Co 1993 - 1994
Sherlock & Co, Law Searchers 1988 - 1993
Skills
Due Diligence, Legal Research, ESOP Consulting, Business Strategy, Business Development, Employee Benefits, Office Administration, Consultants, Outsourcing, Office Management, Corporate Finance, Valuation, Management, Analysis, Leadership, Litigation Support, CRM, Finance, 401k, Consulting, Human Resources, Small Business, Budgets
Education
Dublin Institute of Technology
BA Law
Blue Ridge ESOP Associates July 2010 - Present
Blue Ridge ESOP Associates August 2008 - July 2010
Skills
Benefit Plan..., ESOP, 401k, ERISA, Pension Administration, Defined Contribution
Education
Emory and Henry College 2004 — 2008
Bachelor of Science (BS), Accounting
Emory and Henry College 2004 — 2008
Bachelor of Arts (BA), Public/Applied History
IRON Financial February 2010 - Present
JLF, LTD February 2009 - June 2009
Blue Ridge ESOP Associates October 2007 - January 2009
McGladrey and Pullen January 2007 - September 2007
Crowe Horwath LLP July 1993 - August 2006
Education
Purdue University 1989 — 1993
Blue Ridge ESOP Associates May 2012 - Present
RubinBrown LLP December 2009 - May 2012
Aon Consulting January 1996 - November 2009
Firstar Bank January 1995 - January 1996
Howard Simon and Associates January 1990 - January 1995
Skills
ESOP, Employee Benefits, Profit Sharing, 401k, Pensions, Defined Contribution, 403 b, Leadership, Insurance, Retirement, Business Planning, Defined Benefit, Pension Administration, ERISA, Benefits Administration, Deferred Compensation, Human Resources, Financial Services, Performance Management, Employee Relations
Education
St. Louis Christian College 1997 — 1999
Bachelors of Science, Christian Ministries
Eastern Illinois University 1982 — 1986
Bachelors of Sciences, Business; Accounting and Computer Management
Blue Ridge ESOP Associates March 2008 - Present
UVA Temp Services August 2007 - February 2008
First Baptist Early Childhood Devlopment Center August 2005 - June 2007
First Baptist Early Childhood Development Center August 2004 - June 2005
First Baptist Church Charlottesville, VA January 2002 - August 2004
IMB February 2000 - February 2001
Education Coordinator August 1998 - December 1999
Grove Avenue Baptist Church 1995 - 1998
Skills
Business Development, Conference Coordination, Sales Materials..., Event Planning, Phone System..., Corporate Blogging, Marketing Communications, Client Billing, Client Communications, Webinar Coordinator
Education
Oklahoma Baptist University 1994 — 1998
B.S., Family Psychology/Religion
Blue Ridge ESOP Associates April 2010 - Present
Crowe Horwath LLP August 2003 - April 2010
Mark Schawb & Assoc. April 2000 - August 2003
KeyBank 1998 - 1999
Nationwide Financial 1997 - 1999
Skills
401k, Employee Benefits, Retirement, Pension Administration, ESOP, Profit Sharing, Defined Contribution, Pensions, ERISA, Benefits Administration, Retirement Planning, Defined Benefit, Mutual Funds, Deferred Compensation, Series 7, Management, Financial Analysis, Leadership, Strategic Planning, Customer Service
Education
The Ohio State University 1992 — 1997
B.A., Psychology
WorldStrides August 2015 - Present
General Dynamics July 2014 - August 2015
General Dynamics August 2011 - August 2015
Blue Ridge ESOP Associates May 2009 - August 2011
Rosetta Stone January 2004 - July 2007
Skills
Financial Analysis, Employee Benefits, Microsoft Excel, Accounting, Microsoft Office, Access, Budgets, Microsoft Word, Data Analysis, Business Analysis, Project Management, Accounts Payable, Financial Reporting, PeopleSoft, Customer Service, PowerPoint, Oracle Applications, Process Improvement, Requirements Analysis, SQL, Leadership, Analysis, Databases
Education
University of Virginia 2012 — 2014
Accounting, Accounting
Mount Saint Mary's University 2007 — 2009
MBA, Finance and Investments
Eastern Mennonite University 1999 — 2001
Bachelor's, Computer Science