Creative Plan Designs, Ltd.

Description

Address: 90 Merrick Ave suite 102, East Meadow, NY 11554 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (516) 742-6123: : : Category: : : Website: Place name: : Website: http://www.cpdltd.com/ Category: Financial Audit 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.

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Creative Plan Designs, Ltd. Employees

Employee
Years
Job
Industry
Setona Armstrong Setona Armstrong Northport, New York Details
Setona Armstrong's Creative Plan Designs, Ltd. Experience November 2004 - July 2014
Job Secretary at St. Catherine of Siena Medical Center
Industry Hospital & Health Care
Experience
St. Catherine of Siena Medical Center  August 2014 - Present
Creative Plan Designs, Ltd.   November 2004 - July 2014

Education
Briarcliffe College   2013 — 2015
Bachelor’s Degree, Health/Health Care Administration/Management, 3.98

Briarcliffe College   2003 — 2004
Associate of Arts and Sciences (AAS), Office Technology-Medical, 3.73

Seton Hall University   1996 — 1997
Computer Programming

Andrew Zimny, MAAA MSPA CPC Andrew Zimny, MAAA MSPA CPC Greater New York City Area Details
Andrew Zimny, MAAA MSPA CPC's Creative Plan Designs, Ltd. Experience February 2012 - Present
Job Director of Actuarial Services at Creative Plan Designs, Ltd.
Industry Financial Services
Experience
Creative Plan Designs, Ltd.   February 2012 - Present
Geller Group LLC  May 2006 - December 2011
Schloss & Company Inc.   May 1990 - April 2006
Coleman Consulting Corporation   January 1982 - April 1990

Skills
Defined Benefit Plans, 401k & Defined..., Cash Balance Plans and..., ERISA and technical..., 401k, Defined Benefit, Actuarial Science, Employee Benefits, Retirement Plan..., ERISA, Defined Contribution, Pensions, Pension Administration, Retirement, Retirement Planning, Profit Sharing, Executive Pay

Education
The American College of FInancial Services   1981 — 1982
Graduate Level Course Work - CLU Program, Advanced Pension Planning

Adelphi University   1977 — 1978
Paralegal Certification, Employee Benefits Law

Clark University   1974 — 1977
BA, History

Suzanne Puma Suzanne Puma Greater New York City Area Details
Suzanne Puma's Creative Plan Designs, Ltd. Experience September 2014 - Present
Job Administrative Assistant/Receptionist at Creative Plan Designs, Ltd.
Industry Wholesale
Experience
Creative Plan Designs, Ltd.   September 2014 - Present
Emby International Inc.   April 2011 - May 2014
Emby International, Inc   April 2011 - May 2014
Planting Fields Foundation  January 2011 - April 2011
Hunt Personnel / Temporarily Yours   October 2005 - August 2010
Hunt Personnel, Inc   October 2005 - August 2010
Hunt Personnel  October 2005 - August 2010

Skills
Microsoft Office, Outlook, Customer Service, Microsoft Excel, Microsoft Word, Human Resources, Employee Relations, Event Management, Recruiting, Accounts Payable, Editing, English, Facebook, Management, PowerPoint, Photoshop, Research, Social Networking, Software Documentation, Strategic Planning, System Administration, Teamwork, Temporary Staffing, Time Management

Education
Dawson College   2000 — 2000
Professional Secretarial Studies Diploma (DEP), English Language and Literature/Letters

Ecole Primaire Gerin Lajoie

Ecole Primaire Gerin Lajoie

Myra Chen Myra Chen Greater New York City Area Details
Myra Chen's Creative Plan Designs, Ltd. Experience January 2013 - May 2013
Job Business Analyst at Aon Risk Solutions
Industry Insurance
Experience
Aon Risk Solutions  March 2014 - Present
ERP Actuaries & Consultants   July 2013 - October 2013
Creative Plan Designs, Ltd.   January 2013 - May 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Business Analysis, Financial Analysis, Finance, Financial Modeling, Actuarial Science, Access, Marketing Strategy

Education
Hofstra University   2009 — 2013
Bachelor of Science (B.S.), Mathematics, concentration in Actuarial Science

JoAnn Clausen JoAnn Clausen Greater New York City Area Details
JoAnn Clausen's Creative Plan Designs, Ltd. Experience January 2015 - Present
Job Document Compliance/Retirement Plan Consultant
Industry Financial Services
Experience
Creative Plan Designs, Ltd.   January 2015 - Present
Sentinel Benefits & Financial Group  January 2012 - April 2014
Pension Design Services, Inc.   January 1998 - January 2010
Improved Funding Techniques, Inc.   1986 - 1993
Bankers Trust Company  1982 - 1987

Skills
Employee Benefits, Pensions, Defined Contribution, Profit Sharing, Leadership, Management, Microsoft Office, 401k, ERISA, Time Management, Retirement, Mutual Funds, Benefits Administration, Valuation, Research, Retirement Plan..., Pension Administration, Financial Services

Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Accounting

Pamela Ey, ERPA, QPA Pamela Ey, ERPA, QPA Greater New York City Area Details
Pamela Ey, ERPA, QPA's Creative Plan Designs, Ltd. Experience August 2014 - Present
Job Document Compliance Coordinator / Retirement Plan Consultant at Creative Plan Designs, Ltd.
Industry Human Resources
Experience
Creative Plan Designs, Ltd.   August 2014 - Present
Creative Plan Designs, Ltd.   August 2014 - Present
Pension Review Services   April 1994 - July 2014
Buck Consultants  1977 - 1987

Skills
Pensions, Plan Design, 401k, Defined Benefit, ERISA, Pension Administration, Qualified Retirement..., Analysis, Defined Contribution

Education
SUNY Binghamton
BS, mathematics, adjunct major business management

Dina Vilceus Dina Vilceus Bellerose, New York Details
Dina Vilceus's Creative Plan Designs, Ltd. Experience September 2006 - November 2011
Job Food & Beverages Professional
Industry Food & Beverages
Experience
Olive Garden  2004 - 2012
Creative Plan Designs, Ltd.   September 2006 - November 2011

Education
Briarcliffe College   2005 — 2006
Associate of Arts and Sciences (A.A.S.), Office Technology

Jacqueline Weiss Jacqueline Weiss Greater New York City Area Details
Jacqueline Weiss's Creative Plan Designs, Ltd. Experience September 2012 - December 2012
Job Lead Associate Actuarial at AXA US
Industry Insurance
Experience
AXA US  August 2015 - Present
AXA US  October 2013 - August 2015
The Hartford  May 2013 - August 2013
Creative Plan Designs, Ltd.   September 2012 - December 2012

Education
Hofstra University   2011 — 2013
Bachelor of Science (B.S.)

Marist College   2009 — 2011

Brandon Winkler Brandon Winkler United States Details
Brandon Winkler's Creative Plan Designs, Ltd. Experience July 2015 - Present
Job Administrative Assistant at Creative Plan Designs, Ltd.
Industry
Experience
Creative Plan Designs, Ltd.   July 2015 - Present
Halm Industries International   May 2012 - Present
Coldwell Banker Commercial  February 2015 - May 2015

Skills
Microsoft Office, Management, Research, Microsoft Word, PowerPoint, Leadership, Sales, Training, English, SQL, SOA P Exam

Education
Stony Brook University Graduate School   2010 — 2015
Master's degree, Finance, General

Stony Brook University   2010 — 2014
Bachelor's Degree, Applied Mathematics