Creative Pension Consultants, Inc.

Description

Address: 433 New Karner Rd, Albany, NY 12205 Phone: (518) 452-8139Website: : : Hours: : : Category: Place name: : : Website: http://www.crepen.com/ Category: Consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Creative Pension Consultants Posting publicly on the Web Write a review Reviews Be the first to review

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Creative Pension Consultants, Inc. Employees

Employee
Years
Job
Industry
Lori Donnelly, QKA Lori Donnelly, QKA Albany, New York Area Details
Lori Donnelly, QKA's Creative Pension Consultants, Inc. Experience January 1999 - Present
Job 401(k) Consultant\Administrator
Industry
Experience
Creative Pension Consultants, Inc.   January 1999 - Present
Milliman (formerly Milliman & Robertson)   June 1990 - January 1999
Glimmerglass Opera  August 1988 - September 1989

Skills
401k, Profit Sharing, Retirement, Retirement Plan..., Relationship Management, Client Services, Defined Contribution, ERISA, Asset Allocation, Data Conversion, Employee Benefits, Microsoft Excel, Qualified Retirement...

Education
State University of New York College at Potsdam   1982 — 1987
Bachelor's Degree, Mathematics\Music

Karl Muller, ERPA, CPC, TGPC Karl Muller, ERPA, CPC, TGPC Albany, New York Area Details
Karl Muller, ERPA, CPC, TGPC's Creative Pension Consultants, Inc. Experience January 2011 - Present
Job Director of Business Development & Client Manager at Creative Pension Consultants, Inc.
Industry Financial Services
Experience
Creative Pension Consultants, Inc.   January 2011 - Present
Boy Scouts of America, Cub Pack 50   September 2011 - April 2014
Colonie-Guilderland Rotary Club   July 2012 - June 2013
Creative Pension Consultants   May 2005 - December 2010
UHY Advisors  March 2003 - March 2005
Schloss & Co, LLC   2001 - 2003
Gelman Pension   2000 - 2001
Chernoff Diamond & Company   1995 - 2000
Sedgwick Noble Lowndes  1994 - 1995

Skills
Pension Administration, Strategic Consulting, Retirement Plans, Defined Benefit, Pensions, Profit Sharing, 401k, ERISA, Retirement, Defined Contribution, Retirement Plan..., Employee Benefits

Education
Le Moyne College   1991 — 1993
BA, Mathematics

Xavier HS?   1985 — 1989

Fordham University

Tricia Farmer Tricia Farmer United States Details
Tricia Farmer's Creative Pension Consultants, Inc. Experience September 1999 - Present
Job Pension Administrator
Industry
Experience
Creative Pension Consultants, Inc.   September 1999 - Present

Skills
Microsoft Office

Education
Ithaca College   1985 — 1989
Bachelor of Arts (BA), Economics/Writing

Amy C. Wallace Amy C. Wallace Albany, New York Area Details
Amy C. Wallace's Creative Pension Consultants, Inc. Experience August 2010 - July 2011
Job New Business Development Manager, Cengage Learning National Geographic Learning
Industry Publishing
Experience
Cengage Learning, Inc. (formerly Delmar Thomson Publishing)   March 2014 - Present
Teal, Becker & Chiaramonte, CPAs, P.C.   July 2011 - August 2013
Creative Pension Consultants, Inc.   August 2010 - July 2011
BST  April 2002 - February 2010
PKS Investments   1995 - 1999

Skills
Workforce Development, Business Development, Employee Training, Training Delivery, Training, E-Learning, Educational Technology, New Business Development, Sales Management, Customer Relations, Relationship Management, Relationship Development, Publishing, Digital Strategy, Custom Publishing, Customer Service, Customer Satisfaction, Customer Retention, Customer Support, Pensions, Accounting, Strategic Financial..., Customer Acquisition, Customer Engagement, Retirement Planning, Internal Controls, Retirement, 401k, Tax Preparation, Financial Reporting, Pension Administration, Financial Analysis, Employee Benefits, Defined Contribution, Tax, Auditing, ERISA, General Ledger, Management, Leadership, Consulting, Strategic Planning, Sales

Education
Siena College   1992 — 1994
BS, Accounting

NDBG   1986 — 1990
College Prep

Denise Trantham, QKA Denise Trantham, QKA United States Details
Denise Trantham, QKA's Creative Pension Consultants, Inc. Experience 2007 - Present
Job
Industry
Experience
Creative Pension Consultants, Inc.   2007 - Present

Skills
Retirement, 401k, Pensions, Defined Benefit

Education
Siena College   2008 — 2013
Bachelor of Science (BS), Accounting

Hudson Valley Community College   2006 — 2008
Associate of Science (AS), Business Administration and Management, General

High School

High School

High School

High School

Laura Hartnett, ERPA, TGPC, QPA, QKA Laura Hartnett, ERPA, TGPC, QPA, QKA Albany, New York Area Details
Laura Hartnett, ERPA, TGPC, QPA, QKA's Creative Pension Consultants, Inc. Experience August 2004 - March 2014
Job Sr. Retirement Plan Manager at Chemung Canal Trust Company
Industry Accounting
Experience
Chemung Canal Trust Company  April 2014 - Present
Creative Pension Consultants, Inc.   August 2004 - March 2014
Milliman USA  1996 - 2002

Skills
Pensions, ERISA, Retirement, Compliance, Customer Relations, Retirement Planning, 401k, Benefits Administration, Excel, Consultative Selling, Administration, Customer Service, Benefits, Budgets, Employee Benefits

Education
Rensselaer Polytechnic Institute
Bachelor of Science (B.S.), Accounting

Amber Kornacki Amber Kornacki Albany, New York Details
Amber Kornacki's Creative Pension Consultants, Inc. Experience January 2007 - Present
Job Assistant Administrator at Creative Pension Consultants, Inc.
Industry Accounting
Experience
Creative Pension Consultants, Inc.   January 2007 - Present

Skills
Pensions, Employee Benefits, Retirement Planning, Pension Administration, ERISA, Spreadsheets, Account Reconciliation

Education
Hudson Valley Community College   2002 — 2006
Business, Management, Marketing, and Related Support Services

Scott Lusher Scott Lusher Albany, New York Area Details
Scott Lusher's Creative Pension Consultants, Inc. Experience June 1996 - July 1997
Job Secretary at CDBL
Industry Financial Services
Experience
CDBL   2013 - Present
Lawrence & Pearson Associates   August 1997 - Present
Lawrence & Pearson Associates   July 1984 - Present
Sutherland Crossing Board   2013 - 2014
CDBL   January 2012 - December 2012
Creative Pension Consultants, Inc.   June 1996 - July 1997

Skills
Retirement Planning, Retirement, Business Planning, Leadership, 401k, Pensions, Investments, Human Resources, Sales, Benefits Administration, Employee Benefits, Insurance, Small Business, Payroll, Management

Education
University at Albany, SUNY   1976 — 1980
BS, Mathematics

Paul V. Moore High School

Jacqueline Melito, QKA Jacqueline Melito, QKA Glens Falls, New York Area Details
Jacqueline Melito, QKA's Creative Pension Consultants, Inc. Experience January 2012 - Present
Job Pension Administrator at Creative Pension Consultants, Inc.
Industry Management Consulting
Experience
Creative Pension Consultants, Inc.   January 2012 - Present
Creative Pension Consultants, Inc.   October 2008 - December 2011
Suttons Market Place   October 2004 - October 2008
WSWHE BOCES  October 1988 - October 2004

Skills
Pensions, Retirement Planning, Employee Benefits, 401k, ERISA, Pension Administration, Defined Contribution, Retirement, Defined Benefit, Pension Funds, Benefits Administration, Spreadsheets, Administration, Office Administration, Human Resources, Profit Sharing

Education
Siena College   1978 — 1979
Bachelor of Business Administration (BBA), Accounting

Kansas State University   1977 — 1978
Bachelor of Business Administration (BBA), Accounting

Adirondack Community College   1972 — 1978
Associate of Science (AS), Accounting

Christopher Ciccarelli Christopher Ciccarelli Troy, New York Details
Christopher Ciccarelli's Creative Pension Consultants, Inc. Experience December 2010 - Present
Job NW/ Administrative Assistant at Creative Pension Consultants, Inc.
Industry Accounting
Experience
Creative Pension Consultants, Inc.   December 2010 - Present
HMS  October 2008 - October 2009
United States Marine Corps  September 2003 - September 2007

Skills
Data Entry, Office Management, Administrative..., Invoicing, Spreadsheets, Outlook, Customer Service, Employee Benefits, Microsoft Excel, Access

Education
Hudson Valley Community College   2011 — 2012

Troy High School   1999 — 2003
HS Diploma