Bolton Partners, Inc
Industry: Company
DescriptionFounded: 1981 Parent organization: Bod Group, Inc. Subsidiary: Bolton Partners Investment Consulting Group, Inc.
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Bolton Partners, Inc Employees
Employee
Years
Job
Industry
Michaela Meighan Michaela Meighan's Bolton Partners, Inc Experience May 2011 - July 2011
Job Teaching in Thailand with WorldTeach
Industry Philanthropy
Experience
WorldTeach April 2015 - Present
Amphenol Borisch Technologies November 2013 - March 2015
ZeroFOX June 2013 - August 2013
Troy University August 2009 - May 2013
Country's Barbecue July 2012 - April 2013
Bolton Partners, Inc May 2011 - July 2011
Skills
Employee Benefits, Social Media, Leadership, PowerPoint, Public Speaking, Event Planning, Microsoft Office, Time Management, Student Affairs, Microsoft Word, Microsoft Excel, Higher Education, Social Networking, Critical Thinking, Customer Service
Education
Troy University 2009 — 2013
Bachelor of Science (BS), General Business, Graduated Cum Laude
WorldTeach April 2015 - Present
Amphenol Borisch Technologies November 2013 - March 2015
ZeroFOX June 2013 - August 2013
Troy University August 2009 - May 2013
Country's Barbecue July 2012 - April 2013
Bolton Partners, Inc May 2011 - July 2011
Skills
Employee Benefits, Social Media, Leadership, PowerPoint, Public Speaking, Event Planning, Microsoft Office, Time Management, Student Affairs, Microsoft Word, Microsoft Excel, Higher Education, Social Networking, Critical Thinking, Customer Service
Education
Troy University 2009 — 2013
Bachelor of Science (BS), General Business, Graduated Cum Laude
Felix Vaks Felix Vaks's Bolton Partners, Inc Experience June 2013 - September 2015
Job Motivated actuary with two years of actuary experience.
Industry Financial Services
Experience
Bolton Partners, Inc June 2013 - September 2015
Progressive Provider Services 2010 - June 2013
Israel Henry Beren High School September 2006 - June 2013
Yeshiva University September 1999 - May 2001
Skills
Microsoft Excel, Statistics, Leadership, Data Analysis, Microsoft Word, Public Speaking, Mathematical Analysis, PowerPoint, Computer Proficiency, Macros
Education
Ner Israel Rabbinical College 2005 — 2010
Master's degree, Talmudic Studies, 3.9
Yeshiva University 1999 — 2005
Bachelor's degree, Mathematics, 3.5
Bolton Partners, Inc June 2013 - September 2015
Progressive Provider Services 2010 - June 2013
Israel Henry Beren High School September 2006 - June 2013
Yeshiva University September 1999 - May 2001
Skills
Microsoft Excel, Statistics, Leadership, Data Analysis, Microsoft Word, Public Speaking, Mathematical Analysis, PowerPoint, Computer Proficiency, Macros
Education
Ner Israel Rabbinical College 2005 — 2010
Master's degree, Talmudic Studies, 3.9
Yeshiva University 1999 — 2005
Bachelor's degree, Mathematics, 3.5
Janel Lopez Janel Lopez's Bolton Partners, Inc Experience November 2004 - May 2006
Job HR Manager at Lactalis American Group
Industry Food & Beverages
Experience
Lactalis American Group March 2013 - Present
Universal AET February 2008 - February 2013
Mexican Cheese Producers November 2006 - January 2008
Bolton Partners, Inc November 2004 - May 2006
Bank of the West September 2003 - May 2004
HEB July 2002 - July 2003
Colegio San Patricio January 2001 - June 2002
El Paso Electric Company February 2000 - December 2000
El Paso Firemen and Policemen's Pension Fund August 1992 - January 2000
Education
Park University
Bachelor of Business Administration (BBA)
Webster University
Master of Business Administration (MBA)
Lactalis American Group March 2013 - Present
Universal AET February 2008 - February 2013
Mexican Cheese Producers November 2006 - January 2008
Bolton Partners, Inc November 2004 - May 2006
Bank of the West September 2003 - May 2004
HEB July 2002 - July 2003
Colegio San Patricio January 2001 - June 2002
El Paso Electric Company February 2000 - December 2000
El Paso Firemen and Policemen's Pension Fund August 1992 - January 2000
Education
Park University
Bachelor of Business Administration (BBA)
Webster University
Master of Business Administration (MBA)
Teresa Knapp Teresa Knapp's Bolton Partners, Inc Experience March 2015 - Present
Job Actuarial Assistant at Bolton Partners
Industry Financial Services
Experience
Bolton Partners, Inc March 2015 - Present
Quicken Loans January 2015 - March 2015
Quicken Loans April 2014 - January 2015
Quicken Loans February 2014 - April 2014
Quicken Loans February 2013 - February 2014
Quicken Loans April 2012 - February 2013
OfficeMax September 2007 - April 2012
Skills
Microsoft Excel, Finance, Customer Service, Microsoft Office, Programming, Public Records, Communication Skills, Probability Theory, Leadership
Education
University of Michigan College of Literature, Science, and the Arts 2008 — 2012
Bachelor of Science (BS), Actuarial Science
Waverly High School 2004 — 2008
Valedictorian, 4.0
Bolton Partners, Inc March 2015 - Present
Quicken Loans January 2015 - March 2015
Quicken Loans April 2014 - January 2015
Quicken Loans February 2014 - April 2014
Quicken Loans February 2013 - February 2014
Quicken Loans April 2012 - February 2013
OfficeMax September 2007 - April 2012
Skills
Microsoft Excel, Finance, Customer Service, Microsoft Office, Programming, Public Records, Communication Skills, Probability Theory, Leadership
Education
University of Michigan College of Literature, Science, and the Arts 2008 — 2012
Bachelor of Science (BS), Actuarial Science
Waverly High School 2004 — 2008
Valedictorian, 4.0
Danielle Cowan's Bolton Partners, Inc Experience July 2015 - Present
Job Healthcare Analyst
Industry Insurance
Experience
Bolton Partners, Inc July 2015 - Present
Maryland Insurance Administration May 2013 - June 2015
Massage Envy June 2012 - November 2013
Inovalon August 2009 - June 2013
Skills
Insurance, Actuarial Science, Healthcare, Microsoft Excel, Analysis, Outlook, Microsoft Word, PowerPoint, Access, CPR Certified, Data Analysis, Medical Terminology, Actuarial Exam P, Heath and Life Producer
Education
Stevenson University 2012 — 2014
Bachelor's of Science, Applied Mathematics
Bolton Partners, Inc July 2015 - Present
Maryland Insurance Administration May 2013 - June 2015
Massage Envy June 2012 - November 2013
Inovalon August 2009 - June 2013
Skills
Insurance, Actuarial Science, Healthcare, Microsoft Excel, Analysis, Outlook, Microsoft Word, PowerPoint, Access, CPR Certified, Data Analysis, Medical Terminology, Actuarial Exam P, Heath and Life Producer
Education
Stevenson University 2012 — 2014
Bachelor's of Science, Applied Mathematics
William Buck William Buck's Bolton Partners, Inc Experience August 2015 - Present
Job Actuarial Assistant at Bolton Partners, Inc
Industry Financial Services
Experience
Bolton Partners, Inc August 2015 - Present
Broadview Mortgage Corporation - Corporate August 2012 - February 2015
Skills
QuickBooks, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Financial Statements, Accounting, Credit, Financial Analysis, Finance, Time Management
Education
California State University-Fullerton 2012 — 2015
Bachelor’s Degree, Business Administration with an emphasis in Finance
Fullerton College 2009 — 2012
Associate of Arts (AA)
Bolton Partners, Inc August 2015 - Present
Broadview Mortgage Corporation - Corporate August 2012 - February 2015
Skills
QuickBooks, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Financial Statements, Accounting, Credit, Financial Analysis, Finance, Time Management
Education
California State University-Fullerton 2012 — 2015
Bachelor’s Degree, Business Administration with an emphasis in Finance
Fullerton College 2009 — 2012
Associate of Arts (AA)
Daniel Piao Daniel Piao's Bolton Partners, Inc Experience January 2015 - July 2015
Job Actuarial Analyst at United Educators
Industry Financial Services
Experience
Bolton Partners, Inc January 2015 - July 2015
Fuqua School of Business May 2013 - August 2013
Epitaxial Laboratories Inc. May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Public Speaking, Matlab, Social Media, Teamwork, Event Planning, Data Analysis, Customer Service
Education
Duke University 2010 — 2014
Bachelor of Science in Engineering, Biomedical Engineering
Bolton Partners, Inc January 2015 - July 2015
Fuqua School of Business May 2013 - August 2013
Epitaxial Laboratories Inc. May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Public Speaking, Matlab, Social Media, Teamwork, Event Planning, Data Analysis, Customer Service
Education
Duke University 2010 — 2014
Bachelor of Science in Engineering, Biomedical Engineering
Diane Lynn Reynolds Diane Lynn Reynolds's Bolton Partners, Inc Experience January 1994 - October 2004
Job Claims Analyst at Erickson Living
Industry Real Estate
Experience
Erickson Living November 2004 - Present
Morgan Stanley February 2004 - October 2004
Bolton Partners, Inc January 1994 - October 2004
Skills
Customer Service, Outlook, Microsoft Office, Public Speaking, Strategic Planning, Microsoft Excel, Microsoft Word, PowerPoint, Healthcare, Management, Nonprofits, Community Outreach, Claims Management, Claims Resolution
Education
American Institute 2011 — 2013
Associate's degree, Insurance and Claims
University of Pittsburgh 1981 — 1983
Business Administration and Management, General
Erickson Living November 2004 - Present
Morgan Stanley February 2004 - October 2004
Bolton Partners, Inc January 1994 - October 2004
Skills
Customer Service, Outlook, Microsoft Office, Public Speaking, Strategic Planning, Microsoft Excel, Microsoft Word, PowerPoint, Healthcare, Management, Nonprofits, Community Outreach, Claims Management, Claims Resolution
Education
American Institute 2011 — 2013
Associate's degree, Insurance and Claims
University of Pittsburgh 1981 — 1983
Business Administration and Management, General
Amanda Bird Amanda Bird's Bolton Partners, Inc Experience June 2012 - June 2015
Job Actuarial Assistant at The Benefit Practice
Industry Financial Services
Experience
The Benefit Practice June 2015 - Present
Bolton Partners, Inc June 2012 - June 2015
Montgomery County Public Schools August 2008 - June 2012
Coastal Carolina University August 2005 - May 2008
Skills
Probability, Data Analysis, Mathematical Analysis, Classroom Management, Lesson Planning, Microsoft Office, Matlab, Creative Problem Solving, Public Speaking, Teaching, Employee Benefits, Pensions, Time Series Analysis, Mathematica, Monte Carlo Simulation, Program Management, Critical Thinking, Academic Tutoring, Teamwork, Mathematics Education, Mathematical Programming, Quantitative Analytics, Access, Classroom Instruction, Problem Solving, Consultancy, Able To Multi-task, Organization, Baking
Education
The Johns Hopkins University 2009 — 2011
Master of Arts, Teaching
Coastal Carolina University 2004 — 2008
Bachelor of Science (B.S.), Applied Mathematics
The Benefit Practice June 2015 - Present
Bolton Partners, Inc June 2012 - June 2015
Montgomery County Public Schools August 2008 - June 2012
Coastal Carolina University August 2005 - May 2008
Skills
Probability, Data Analysis, Mathematical Analysis, Classroom Management, Lesson Planning, Microsoft Office, Matlab, Creative Problem Solving, Public Speaking, Teaching, Employee Benefits, Pensions, Time Series Analysis, Mathematica, Monte Carlo Simulation, Program Management, Critical Thinking, Academic Tutoring, Teamwork, Mathematics Education, Mathematical Programming, Quantitative Analytics, Access, Classroom Instruction, Problem Solving, Consultancy, Able To Multi-task, Organization, Baking
Education
The Johns Hopkins University 2009 — 2011
Master of Arts, Teaching
Coastal Carolina University 2004 — 2008
Bachelor of Science (B.S.), Applied Mathematics
Carol Boykin, CFA's Bolton Partners, Inc Experience January 2004 - October 2014
Job RSG at UNJSPF
Industry Investment Management
Experience
United Nations October 2014 - Present
Bolton Partners, Inc January 2004 - October 2014
Maryland State Retirement and Pension System December 1999 - April 2003
LUCENT TECHNOLOGIES June 1998 - October 1999
NYS Teachers' Retirement System January 1995 - June 1998
Skills
Pension Plans
Education
Emory University
Bachelor of Arts (BA), Economics
Loyola University Maryland
Master of Science in Finance
United Nations October 2014 - Present
Bolton Partners, Inc January 2004 - October 2014
Maryland State Retirement and Pension System December 1999 - April 2003
LUCENT TECHNOLOGIES June 1998 - October 1999
NYS Teachers' Retirement System January 1995 - June 1998
Skills
Pension Plans
Education
Emory University
Bachelor of Arts (BA), Economics
Loyola University Maryland
Master of Science in Finance
Kathy Hwang's Bolton Partners, Inc Experience April 2011 - October 2011
Job Actuarial Analyst at Principal Financial Group
Industry Management Consulting
Experience
Principal Financial Group November 2011 - Present
Bolton Partners, Inc April 2011 - October 2011
Aon Hewitt 2007 - 2011
Education
University of Pennsylvania - The Wharton School
Principal Financial Group November 2011 - Present
Bolton Partners, Inc April 2011 - October 2011
Aon Hewitt 2007 - 2011
Education
University of Pennsylvania - The Wharton School
Scott Boze's Bolton Partners, Inc Experience December 2014 - Present
Job
Industry Information Technology and Services
Experience
Bolton Partners, Inc December 2014 - Present
Maryland State Police January 2011 - December 2014
Maryland State Police - Aviation Command November 2008 - January 2011
Maryland State Archives 2005 - November 2008
Skills
Servers, Hyper-V, Microsoft SQL Server, SAN, VMware ESX, VMware Horizon, VMware ESXi, Cisco Routers, Cisco Firewall Security, MCSE, Microsoft Server Support, HP Blade Systems..., EMC SAN Administration, Google Apps, Oracle, Network Administration, Server Administration, Active Directory, Group Policy, Netbackup, Microsoft Exchange, Windows Server 2012, Windows Server 2008, Cisco VoIP, Cisco Switches, Windows Server, NetBackup
Education
Pennsylvania State University 1991 — 1996
Bachelor of Science (B.S.), Business Management
Bolton Partners, Inc December 2014 - Present
Maryland State Police January 2011 - December 2014
Maryland State Police - Aviation Command November 2008 - January 2011
Maryland State Archives 2005 - November 2008
Skills
Servers, Hyper-V, Microsoft SQL Server, SAN, VMware ESX, VMware Horizon, VMware ESXi, Cisco Routers, Cisco Firewall Security, MCSE, Microsoft Server Support, HP Blade Systems..., EMC SAN Administration, Google Apps, Oracle, Network Administration, Server Administration, Active Directory, Group Policy, Netbackup, Microsoft Exchange, Windows Server 2012, Windows Server 2008, Cisco VoIP, Cisco Switches, Windows Server, NetBackup
Education
Pennsylvania State University 1991 — 1996
Bachelor of Science (B.S.), Business Management
Holly Baranowski's Bolton Partners, Inc Experience December 2008 - January 2012
Job Government Relations Professional
Industry Government Relations
Experience
Bolton Partners, Inc December 2008 - January 2012
Second Language Testing, Inc May 2008 - December 2008
Saudi Arabian Cultural Mission April 2007 - April 2008
Summit August 2005 - January 2006
NCS Pearson February 2005 - June 2005
CNU August 2003 - December 2004
Education
Christopher Newport University 2001 — 2004
Christopher Newport University
B.A, Political Science; Major
American University
M.A, International Affairs; International Politics
Bolton Partners, Inc December 2008 - January 2012
Second Language Testing, Inc May 2008 - December 2008
Saudi Arabian Cultural Mission April 2007 - April 2008
Summit August 2005 - January 2006
NCS Pearson February 2005 - June 2005
CNU August 2003 - December 2004
Education
Christopher Newport University 2001 — 2004
Christopher Newport University
B.A, Political Science; Major
American University
M.A, International Affairs; International Politics
Anna Kirjusina's Bolton Partners, Inc Experience February 2013 - Present
Job Actuarial Analyst at Bolton Partners, Inc
Industry Insurance
Experience
Bolton Partners, Inc February 2013 - Present
UnitedHealth Group June 2012 - February 2013
The Jones Group Inc. March 2011 - February 2012
Royal Transportation Services Inc. 2011 - 2011
ACE Group May 2010 - August 2010
Maiden Reinsurance May 2009 - August 2009
H&M January 2006 - July 2008
Marburn Inc. March 2004 - January 2006
Skills
Microsoft Excel, Risk Management, Insurance, Employee Benefits, Analytics, Talent Acquisition, Actuarial Science, Access, Microsoft Office, Analysis, Data Analysis, Finance, Financial Analysis, Financial Services, Statistics, Business Analysis, Customer Service, PowerPoint, Benefits Administration, General Insurance, Microsoft Word, Teamwork, Statistical Modeling
Education
Temple University 2008 — 2011
B.A., Actuarial Science, International Business Administration
Community College of Philadelphia 2002 — 2004
A.A., Business Administration
Bolton Partners, Inc February 2013 - Present
UnitedHealth Group June 2012 - February 2013
The Jones Group Inc. March 2011 - February 2012
Royal Transportation Services Inc. 2011 - 2011
ACE Group May 2010 - August 2010
Maiden Reinsurance May 2009 - August 2009
H&M January 2006 - July 2008
Marburn Inc. March 2004 - January 2006
Skills
Microsoft Excel, Risk Management, Insurance, Employee Benefits, Analytics, Talent Acquisition, Actuarial Science, Access, Microsoft Office, Analysis, Data Analysis, Finance, Financial Analysis, Financial Services, Statistics, Business Analysis, Customer Service, PowerPoint, Benefits Administration, General Insurance, Microsoft Word, Teamwork, Statistical Modeling
Education
Temple University 2008 — 2011
B.A., Actuarial Science, International Business Administration
Community College of Philadelphia 2002 — 2004
A.A., Business Administration
Greg Pastino's Bolton Partners, Inc Experience December 2014 - Present
Job Senior Consulting Actuary at Bolton Partners, Inc
Industry Financial Services
Experience
Bolton Partners, Inc December 2014 - Present
The Savitz Organization March 2007 - December 2014
Hay Group June 2000 - March 2007
Milliman April 1999 - June 2000
Sedgwick Noble Lowndes May 1983 - April 1999
Skills
Retirement, Pensions, 401k, Defined Benefit, Asset Allocation, Employee Benefits, Mutual Funds, Pension Administration, Actuarial Science, Wealth Management, Health Insurance, Investments, Retirement Planning, Benefits Administration, Insurance, Financial Services, Valuation, Risk Management, Investment Management, Deferred Compensation, Mergers & Acquisitions, COBRA, Series 63, Series 7, Asset Management, Retirement Plan..., ERISA, Incentive Programs, HRIS, Business Planning, Management Consulting, Human Resources, Healthcare Consulting, Defined Contribution, Executive Pay, Pension Funds, Health Care Reform, Portfolio Management, Financial Advisory, Labor Relations, Investment Strategies
Education
University of Pennsylvania 1976 — 1980
Bachelor of Arts (B.A.), Mathematics
Temple University - Fox School of Business and Management
Master of Business Administration (M.B.A.)
Bolton Partners, Inc December 2014 - Present
The Savitz Organization March 2007 - December 2014
Hay Group June 2000 - March 2007
Milliman April 1999 - June 2000
Sedgwick Noble Lowndes May 1983 - April 1999
Skills
Retirement, Pensions, 401k, Defined Benefit, Asset Allocation, Employee Benefits, Mutual Funds, Pension Administration, Actuarial Science, Wealth Management, Health Insurance, Investments, Retirement Planning, Benefits Administration, Insurance, Financial Services, Valuation, Risk Management, Investment Management, Deferred Compensation, Mergers & Acquisitions, COBRA, Series 63, Series 7, Asset Management, Retirement Plan..., ERISA, Incentive Programs, HRIS, Business Planning, Management Consulting, Human Resources, Healthcare Consulting, Defined Contribution, Executive Pay, Pension Funds, Health Care Reform, Portfolio Management, Financial Advisory, Labor Relations, Investment Strategies
Education
University of Pennsylvania 1976 — 1980
Bachelor of Arts (B.A.), Mathematics
Temple University - Fox School of Business and Management
Master of Business Administration (M.B.A.)
John Morgan, FSA's Bolton Partners, Inc Experience 2008 - 2009
Job Health Actuary at District of Columbia Government
Industry Insurance
Experience
District of Columbia Government April 2014 - Present
LLA 2009 - 2012
Bolton Partners, Inc 2008 - 2009
Morneau Shepell 2007 - 2008
Wachovia Retirement 2004 - 2007
ULLICO 1983 - 1989
Skills
Insurance, Life Insurance, Health Insurance, Reinsurance, Actuarial Science, Employee Benefits, Pensions, Underwriting, Medicare, Retirement, Health Care Reform, Commercial Insurance, Strategic Planning, Medicaid, General Insurance, Mathematics
Education
City University of New York City College 1965 — 1969
Bachelor of Science (BS), Mathematics
District of Columbia Government April 2014 - Present
LLA 2009 - 2012
Bolton Partners, Inc 2008 - 2009
Morneau Shepell 2007 - 2008
Wachovia Retirement 2004 - 2007
ULLICO 1983 - 1989
Skills
Insurance, Life Insurance, Health Insurance, Reinsurance, Actuarial Science, Employee Benefits, Pensions, Underwriting, Medicare, Retirement, Health Care Reform, Commercial Insurance, Strategic Planning, Medicaid, General Insurance, Mathematics
Education
City University of New York City College 1965 — 1969
Bachelor of Science (BS), Mathematics
Robby Niehaus's Bolton Partners, Inc Experience October 2013 - Present
Job Actuarial Analyst at Bolton Partners, Inc
Industry Management Consulting
Experience
Bolton Partners, Inc October 2013 - Present
Mercer Management Consulting May 2010 - October 2013
Skills
Microsoft Excel, Microsoft Word, Statistics, Data Analysis, Access, Matlab, VBA
Education
University of Louisville 2006 — 2010
Bachelor of Science, Mathematics
Bolton Partners, Inc October 2013 - Present
Mercer Management Consulting May 2010 - October 2013
Skills
Microsoft Excel, Microsoft Word, Statistics, Data Analysis, Access, Matlab, VBA
Education
University of Louisville 2006 — 2010
Bachelor of Science, Mathematics
Kay Moran's Bolton Partners, Inc Experience 2005 - Present
Job Senior Benefits Consultant at Bolton Partners, Inc
Industry Financial Services
Experience
Bolton Partners, Inc 2005 - Present
United Healthcare March 2003 - December 2004
CIGNA Healthcare July 1993 - March 2003
Education
University of Baltimore
BS -, Finance
Bolton Partners, Inc 2005 - Present
United Healthcare March 2003 - December 2004
CIGNA Healthcare July 1993 - March 2003
Education
University of Baltimore
BS -, Finance
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