CUNA Mutual Retirement Solutions

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CUNA Mutual Retirement Solutions Employees

Employee
Years
Job
Industry
Parish Parker Parish Parker Raleigh-Durham, North Carolina Area Details
Parish Parker's CUNA Mutual Retirement Solutions Experience January 2013 - Present
Job Regional Vice President CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   January 2013 - Present
The Hartford  October 2007 - December 2012
Lender Processing Services, Inc. (LPS)   June 1999 - September 2007
Fidelity Information Services  June 1999 - September 2007

Skills
401k, Mutual Funds, Insurance, Financial Advisory, Business Development, Retirement Planning, Investments, Relationship Management, Retirement, Salesforce.com, Portfolio Management, Fixed Annuities, Wealth Management, New Business Development, Sales Management, Defined Benefit, FINRA Registered

Education
Florida Southern College   1989 — 1993
BS, Marketing

Cheryl Tolan Cheryl Tolan Great Bend, Kansas Details
Cheryl Tolan's CUNA Mutual Retirement Solutions Experience December 2001 - July 2014
Job Human Resources Amerine Utilities Construction, Inc.
Industry Construction
Experience
Amerine Utilities Construction, Inc.   August 2014 - Present
CUNA Mutual Retirement Solutions   December 2001 - July 2014

Skills
Business Development, Employee Benefits, Retirement Plan..., Mutual Funds, Defined Benefit, Retirement Planning, 401k, Retirement, Pensions, Qualified Retirement..., Investments, Payroll Services, Customer Service, Outlook, Strategic Planning, Microsoft Excel, Defined Contribution, Profit Sharing

Education
Barton County Community College
Associate of Science (AS)

Kyle Mitchum, QKA Kyle Mitchum, QKA Madison, Wisconsin Area Details
Kyle Mitchum, QKA's CUNA Mutual Retirement Solutions Experience January 2005 - July 2014
Job Manager, Institutional Development and Solutions CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Group  August 2014 - Present
CUNA Mutual Retirement Solutions   January 2005 - July 2014
CPI Qualified Plan Consultants  March 2001 - January 2011
CPI Qualified Plan Consultants  March 2001 - May 2009
CPI Qualified Plan Consultants  March 2005 - May 2008
Claflin School District #354   August 2004 - December 2005
Central Kansas Library System   January 1999 - January 2001

Skills
401k, Retirement, Qualified Retirement..., Financial Services, Mutual Funds, Investments, Retirement Planning, FINRA Registered, Pensions, Microsoft Excel, Retirement Plan..., Profit Sharing, Investment Advisory, Defined Contribution, ERISA, Asset Allocation, Defined Benefit, Fixed Annuities, IRAs, Strategic Planning, Microsoft Word, FINRA, ETFs, Variable Annuities, Securities, 401k Rollovers, Wealth Management

Education
Kansas State University   1999 — 2003

Marc Berman Marc Berman Greater Chicago Area Details
Marc Berman's CUNA Mutual Retirement Solutions Experience January 2006 - Present
Job Regional Vice President, CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   January 2006 - Present
RSM McGladrey  January 2001 - December 2005
Friedman Eisenstein Raemer and Schwartz (FERS)   March 1995 - December 2000

Skills
401k, Defined Benefit, Retirement Plan..., ERISA, Retirement, Profit Sharing, Pension Administration

Education
Duke University
Bachelor of Arts (BA)

New Trier West

The University of Texas at Austin - The LBJ School of Public Affairs
Master Degree, Public Policy

Dyan Suppes, CPC, QPA, QKA, TGPC Dyan Suppes, CPC, QPA, QKA, TGPC United States Details
Dyan Suppes, CPC, QPA, QKA, TGPC's CUNA Mutual Retirement Solutions Experience August 2014 - May 2015
Job Relationship Manager
Industry Financial Services
Experience
DailyAccess Corporation  May 2015 - Present
CUNA Mutual Retirement Solutions   August 2014 - May 2015
CUNA Mutual Retirement Solutions   June 2013 - August 2014
CPI, a division of CUNA Mutual Group   June 2012 - June 2013
CPI, a division of CUNA Mutual Group   June 2007 - June 2012

Skills
401k, Defined Benefit, Relationship Management, Retirement, Pensions, Defined Contribution, Retirement Planning, ERISA

Education
Kansas State University   2003 — 2007
B.S. International Agriculture Business, Minor Economics, Agribusiness/Agricultural Business Operations

LaCrosse High School

LaCrosse High School

Jeanette Corbett Jeanette Corbett Great Bend, Kansas Details
Jeanette Corbett's CUNA Mutual Retirement Solutions Experience August 2001 - Present
Job Governmental/Tax Exempt Client Services CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   August 2001 - Present
CUNA Mutual Group  August 2001 - Present

Skills
Tax-exempt, QKA, Retirement, Pensions, Defined Contribution, ERISA, Pension Administration, Relationship Management, 401k, Superior Client Service, 403 b, 457 Plans, Risk Management, Portfolio Management, NTSA, Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Word

Education
Barton County Community College   1998 — 2001
Associate of Arts and Sciences (AAS), Accounting

Larned High School, Larned, Ks   1973 — 1977

James Waitt James Waitt Great Bend, Kansas Details
James Waitt's CUNA Mutual Retirement Solutions Experience April 2014 - December 2014
Job Information Systems Administrator at Doonan Specialized Trailer
Industry Investment Management
Experience
Doonan Specialized Trailer   December 2014 - Present
4Kaztwylde Web Designs   November 1999 - Present
CUNA Mutual Retirement Solutions   April 2014 - December 2014
CPI Qualified Plan Consultants  April 2010 - December 2014
CPI Common Remitter Services, a Division of CPI Qualified Plan Consultants   July 2007 - April 2010

Skills
Retirement Planning, Networking, Microsoft SQL Server, Windows, Pensions, Mutual Funds, Defined Benefit, Retirement, 401k, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Leadership, Investments, Employee Benefits, Computer Hardware, 403 b

Education
Fort Hays State University   2004 — 2010
Bachelor of Science, Information Networking and Telecommunications With Emphasis in Web Development

Barton Community College, Kansas, United States   1978 — 2001
Associate's degree, Computer Information Technology

Jessica Treuthardt Jessica Treuthardt Madison, Wisconsin Details
Jessica Treuthardt's CUNA Mutual Retirement Solutions Experience September 2014 - Present
Job Institutional Sales Specialist CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   September 2014 - Present

Skills
Deltek, SharePoint, Renewable Energy, Microsoft Excel, Microsoft Word, Leadership, Project Coordination, Administrative..., Contract Management, Procurement, Engineering, PowerPoint, Business Development, Proposal Writing, Cognos, Viewpoint, Vision, Process Scheduler, Project Planning, Microsoft CRM, Prezi

Education
University of Wisconsin-Whitewater
Accounting and Finance

Madison Area Technical College   2013 — 2015
Accounting, Deans List - Perfect Honors

Rio Salado College   2008 — 2008
Property & Casualty

Rhonda Eurich Rhonda Eurich Great Bend, Kansas Details
Rhonda Eurich's CUNA Mutual Retirement Solutions Experience November 2013 - Present
Job Education and Enrollment ServicesCUNA Mutual Retirement Solutions
Industry Accounting
Experience
CUNA Mutual Retirement Solutions   November 2013 - Present
CPI Qualified Plan Consultants  May 2005 - November 2013
St. Francis Community Services  2011 - 2012

Skills
FINRA Registered, 401k, Defined Contribution, Microsoft Excel

Education
Great Bend High School

Kansas State University
Bachelor of Science (BS), Apparel and Textile Marketing Management

Lindsay Gronewold Lindsay Gronewold Madison, Wisconsin Area Details
Lindsay Gronewold's CUNA Mutual Retirement Solutions Experience January 2014 - Present
Job 401(k)/DC Plan Admin Specialist CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   January 2014 - Present
Priority Pension Services, Inc.   August 2013 - September 2013
Self-Employed  September 2011 - July 2013
Transamerica Retirement Services  August 2005 - July 2009
Transamerica Retirement Solutions/AEGON   April 2005 - August 2005
Transamerica Retirement Solutions/AEGON   May 2004 - April 2005
AEGON Life Investers   August 2002 - May 2004
Toyota Financial Services  August 2001 - July 2002

Skills
Customer Service, Problem Solving, Microsoft Office, Insurance, Life Insurance, Microsoft Excel, Retirement, Customer Relations, Excel, Iowa Life License, Iowa Accident & Health..., client management, Contract Negotiation, business conservation, general accounting..., Project Management, Quality Assurance, Hair Stylist, Color Analysis Expert, Style Analysis, Personal Shopping, Style Consulting, Makeovers, Closet Edits, CRM, 401k, Series 6, Series 63, Sales, Mutual Funds, Marketing, Retirement Planning, Call Centers, Series 7, Fixed Annuities, Software Documentation, Time Management, Qualified Retirement..., Management, Retirement Plan..., Profit Sharing, Investments, Employee Benefits, Training, Disability Insurance, Defined Contribution, Pensions, ERISA, Financial Services, Relationship Management

Education
Capri College   2009 — 2011
diploma, Cosmetology

Kirkwood Community College   2001 — 2001
Certificate of Completion, Customer Service Professional Certificate, 4.0

Kirkwood Community College   1998 — 2000
Liberal Arts

West Delaware

Andy Hockman Andy Hockman Columbus, Ohio Area Details
Andy Hockman's CUNA Mutual Retirement Solutions Experience November 2014 - Present
Job Regional Vice President Sales OH & KY at CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   November 2014 - Present
United Retirement Plan Consultants  January 2013 - October 2014
Fortune 100 Companies  January 2002 - January 2013
United States Marine Corps  1993 - 1997

Skills
Mutual Funds, 401k, Retirement Planning, Retirement, Banking, Insurance, Fixed Annuities, Investments, Sales Management, Financial Analysis, Sales Presentations, Employee Benefits, Relationship Management, Series 7, Variable Annuities, Pensions, Training, Financial Advisory, Financial Services, Capital Markets, Military Training, Leadership Development, IRAs, Coaching, Team Building, New Business Development, Series 6, Securities, Series 63, Leadership

Education
The Ohio State University   1998 — 2001
Bachelor of Arts (B.A.), Journalism

Larisa Knafelc - Stassi Larisa Knafelc - Stassi Denver, Colorado Details
Larisa Knafelc - Stassi's CUNA Mutual Retirement Solutions Experience June 2015 - Present
Job Strategic Relationship Manager at CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   June 2015 - Present
Strategies, LLC - Denver  November 2011 - February 2015
Strategies, LLC.   2011 - February 2015
AIG SunAmerica  January 1999 - September 1999
Ron Byrne & Associates Real Estate   September 1993 - April 1997
Liz Claiborne, Inc.   January 1992 - September 1993

Skills
Investments, Asset Allocation, Mutual Funds, Management, Retirement Planning, Series 7, Finance, Financial Analysis, Retirement, Sales, Series 63, 401k, Financial Services, Series 6, Defined Benefit, Life Insurance

Education
University of Colorado at Denver   1991 — 1992

The University of New Mexico   1987 — 1991
Communications and Psychology

Kim Ringelstetter Kim Ringelstetter Madison, Wisconsin Area Details
Kim Ringelstetter's CUNA Mutual Retirement Solutions Experience July 2013 - September 2014
Job Sales & Marketing Process ManagerRetirement Solutions at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group  September 2014 - Present
CUNA Mutual Retirement Solutions   July 2013 - September 2014
CUNA Mutual Group  December 2012 - July 2013
Beacon Hill Staffing Group  November 2011 - December 2012
Creative Financial Staffing (CFS)   August 2011 - November 2011
Genus  August 2008 - June 2011
Springs Window Fashions  October 2006 - August 2008
Springs Window Fashions  2000 - 2006
NCS Pearson  1999 - 2000

Skills
Microsoft Office, Process Improvement, Software Documentation, MS Project, Employee Training, Leadership, Access, Project Management, General Ledger, Microsoft Excel, Workday, Oracle Accounts..., Microsoft Office..., Cforia MC2, Training & Development

Education
Upper Iowa University-Madison Campus   2002 — 2006
Bachelor's, Business Management with HR Emphasis

Concordia University-St. Paul   1999 — 2001
Organizational Development

Tricia Nier Tricia Nier Mobile, Alabama Area Details
Tricia Nier's CUNA Mutual Retirement Solutions Experience November 2014 - Present
Job Regional Sales Consultant
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   November 2014 - Present
DailyAccess Corporation  May 1998 - November 2014

Education
College of Charleston   1989 — 1993
BS, Marine Biology

Jeff Simes Jeff Simes Greater Boston Area Details
Jeff Simes's CUNA Mutual Retirement Solutions Experience November 2013 - Present
Job Regional Vice President, CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   November 2013 - Present
MassMutual Financial Group  January 2013 - October 2013
The Hartford  March 2008 - December 2012
Principal Financial Group  August 2004 - March 2008
Fidelity Investments  December 1995 - August 2004
Putnam Investments  November 1992 - December 1995

Skills
Retirement Plan..., Profit Sharing, Defined Contribution, ERISA, FINRA

Education
Bryant University   2003 — 2005
MBA

University of Massachusetts Boston   1989 — 1990
BA, Economics

University of Massachusetts, Amherst   1984 — 1988
BA, Economics

Acton Boxboro Regional High School   1980 — 1984
High School Diploma

Laura Straub Laura Straub Great Bend, Kansas Details
Laura Straub's CUNA Mutual Retirement Solutions Experience January 2014 - Present
Job Marketing Manager at CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   January 2014 - Present
Club 1 Fitness   July 2006 - December 2013
CPI Qualified Plan Consultants  May 2001 - December 2013
CPI Qualified Plan Consultants  August 1997 - May 2001
CPI Qualified Plan Consultants  October 1993 - August 1997
CPI Qualified Plan Consultants  June 1988 - October 1993

Skills
Graphic Design, Advertising, Adobe Creative Suite, Photoshop, Illustrator, PowerPoint, Microsoft Word, Microsoft Office, Brochures, Adobe Acrobat, Web Design, Microsoft Excel, Customer Service, Outlook, InDesign, Layout, Word, Excel, Retirement

Education
Barton County Community College   1986 — 1998
Associates of Applied Science

Sean Zent Sean Zent Buffalo/Niagara, New York Area Details
Sean Zent's CUNA Mutual Retirement Solutions Experience August 2012 - Present
Job Regional Vice President CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   August 2012 - Present
Touchstone Retirement Group, LLC   September 2011 - August 2012
P&A Retirement Plan Services   April 2003 - September 2011
Emplanet   May 2002 - November 2002
State Street Research  November 2000 - May 2002
Putnam Investments  1998 - 2001
Putnam Investments  August 1998 - November 2000

Education
State University of New York College at Plattsburgh   1994 — 1998
Bachelor of Arts, Finance

Joe Hampel Joe Hampel Cincinnati Area Details
Joe Hampel's CUNA Mutual Retirement Solutions Experience November 2014 - Present
Job Compliance Analyst at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   November 2014 - Present

Skills
Securities, Series 7, 401k, Investments, Finance, FINRA, IRAs, Mutual Funds, Series 24, Financial Advisory, Series 6, Trading, Customer Service, Project Management, Microsoft Office, Options, Employee Training, Variable Annuities, Uniform Combined State..., Sales Supervision, Compliance, Series 66, Series 53, Series 4, 457 Plans, Fixed Annuities, Indexed Annuities, Equity Trading, Bond Trading, Sales Support, Training & Development, 403 b, Asset Management, Portfolio Management, Financial Analysis, Advertising Review, Branch Inspection, Auditing

Education
Northern Kentucky University   2008 — 2011
MBA, Finance

Thomas More College   2000 — 2004
BABA, Finance

Cheryl Nelson, QKA, TGPC Cheryl Nelson, QKA, TGPC Great Bend, Kansas Details
Cheryl Nelson, QKA, TGPC's CUNA Mutual Retirement Solutions Experience December 2004 - Present
Job Senior Document Specialist CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   December 2004 - Present
Southard Corporation   1998 - 2004

Skills
401k, Retirement, Legal Documents, Document Review, 403 b, 457 Plans, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Customer Service, Employee Benefits, Defined Benefit, Access, Windows, Troubleshooting, Research, Defined Contribution

Education
Barton County Community College   1992 — 1995
Associate of Science (AS), Medical Laboratory Technician

Fort Hays State University

Russell High School

Ashley Klein Ashley Klein Great Bend, Kansas Details
Ashley Klein's CUNA Mutual Retirement Solutions Experience October 2013 - Present
Job Regional Sales ConsultantCUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   October 2013 - Present
CPI Qualified Plan Consultants  April 2010 - October 2013
Brantley Chiropractic, LLC   February 2007 - February 2010

Skills
401k, Mutual Funds, Outlook, Microsoft Word, Retirement Plan..., Public Speaking, Strategic Financial..., Employee Benefits, Microsoft Office, Defined Benefit, PowerPoint, Budgets, Accounting, Business Development, Asset Allocation, Defined Contribution, ERISA, Profit Sharing, Retirement, Qualified Retirement..., Pensions, Retirement Planning, FINRA Registered

Education
Fort Hays State University   2009 — 2011
Associates, Business with focus on Marketing

Craig Shrack CRPS Craig Shrack CRPS Indianapolis, Indiana Area Details
Craig Shrack CRPS's CUNA Mutual Retirement Solutions Experience January 2013 - June 2014
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  July 2014 - Present
CUNA Mutual Retirement Solutions   January 2013 - June 2014
OneAmerica  October 2010 - January 2013
Retirement Plan Advisory Group  May 2009 - November 2010
401(k) Advisors   July 2009 - October 2010

Skills
Retirement Planning, 401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Financial Services, Defined Contribution, Asset Allocation

Education
Purdue University   2005 — 2009
Bachelor of Science, Financial Counseling & Planning

Brad Dirksen Brad Dirksen Greater Minneapolis-St. Paul Area Details
Brad Dirksen's CUNA Mutual Retirement Solutions Experience May 2015 - Present
Job Regional Vice President at CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   May 2015 - Present
The Retirement Advantage, Inc.   June 2008 - April 2015
OptumHealth  January 2007 - April 2008
Ameriprise Financial  October 2000 - January 2007
American Express Financial Advisors  May 1998 - October 2000
Principal Financial Group  1995 - 1998

Skills
401k, Pensions, Profit Sharing, Retirement Plan..., Defined Contribution, Business Analysis, Retirement, New Business Development, Defined Benefit, ERISA, Project Management, Team Building, Process Improvement, Business Planning, Risk Management, Qualified Retirement..., Analysis, Negotiation, Coaching, Financial Analysis, Strategy, Customer Service, Product Management

Education
University of St. Thomas - Opus College of Business   2000 — 2004
MBA, Management

Forest City High School

Minnesota State University, Mankato
BS, Finance, Real Estate, Insurance, Accounting

Sean Mayo Sean Mayo Greater San Diego Area Details
Sean Mayo's CUNA Mutual Retirement Solutions Experience February 2015 - Present
Job Regional Vice President
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   February 2015 - Present
ADP  2011 - February 2015
ADP  2008 - 2010
ADP  2006 - 2008
ADP  September 2001 - 2007

Skills
401k, Employee Benefits, ADP Payroll, Sales Operations, Sales Presentations, Human Resources, Sales, Benefits Administration, Payroll, Retirement, Small Business, Salesforce.com, Cold Calling, Selling, Marketing, Sales Process, Recruiting, Payroll Taxes, HRIS, Direct Sales, Account Management, Workers Compensation, Labor Management, Workforce Management, National Accounts, FINRA, Customer Retention, HRO, PeopleSoft, Talent Acquisition, Talent Management, B2B, Applicant Tracking..., Solution Selling, Retail, PEO, Defined Benefit, Onboarding, Complex Sales, Succession Planning, Time & Attendance, College Recruiting, Mutual Funds, Deferred Compensation, Personnel Management, Performance Management, ERISA, Retirement Planning, ADP, Retirement Services

Education
Baylor University   1997 — 2001
BBA, International Business Management

Baylor University   1997 — 2001
Marketing and International Business

Genia Likes Genia Likes Great Bend, Kansas Details
Genia Likes's CUNA Mutual Retirement Solutions Experience June 2006 - Present
Job Manager at CUNA Mutual Retirement Solutions
Industry Accounting
Experience
CUNA Mutual Retirement Solutions   June 2006 - Present
CPI Qualified Plan Consultants  June 2006 - April 2014

Skills
Mutual Funds, Microsoft Excel, Investments, Microsoft Office

Education
Barton County Community College

Von Pounds Von Pounds Wichita, Kansas Area Details
Von Pounds's CUNA Mutual Retirement Solutions Experience April 2008 - Present
Job Senior RFP Specialist CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   April 2008 - Present

Education
Kansas State University   1980 — 1981
Associate's degree, Civil Engineering Technology/Technician

Emporia State University   1978 — 1979
Fine/Studio Arts, General

Cristee Torres Cristee Torres Great Bend, Kansas Details
Cristee Torres's CUNA Mutual Retirement Solutions Experience January 2007 - Present
Job Plan Services Consultant II, CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   January 2007 - Present

Skills
Customer Service, Management, Leadership, Risk Management, Process Improvement, Strategic Planning, Project Management, Business Analysis, Banking, Financial Analysis, Team Building, Marketing, Change Management

Education
Fort Hays State University   2006 — 2008

Stephanie Woodral Stephanie Woodral Great Bend, Kansas Details
Stephanie Woodral's CUNA Mutual Retirement Solutions Experience April 2010 - Present
Job Plan Administrator / Independant Beauty Consultant
Industry Financial Services
Experience
Cuna Mutual Retirement Solutions   April 2010 - Present
Mary Kay  July 2013 - Present

Skills
Research, Pensions, Microsoft Excel, Customer Service, Employee Benefits, 401k, Strategic Planning, Investments, Microsoft Office, Microsoft Word, Mutual Funds, PowerPoint, Leadership, Team Building, Outlook, Retirement Planning

Education
Fort Hays State University
Bachelor's degree

Katelyn Milton Katelyn Milton Hays, Kansas Details
Katelyn Milton's CUNA Mutual Retirement Solutions Experience November 2011 - May 2014
Job Receptionist at Brungardt Hower Ward Elliott & Pfeifer
Industry Financial Services
Experience
Brungardt Hower Ward Elliott & Pfeifer   June 2014 - Present
CUNA Mutual Retirement Solutions   November 2011 - May 2014
rue21  June 2009 - June 2011
Sternberg Museum   January 2009 - August 2009

Skills
Windows, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, 401k, Budgets, Access, Outlook

Education
Fort Hays State University   2007 — 2011
Associate's degree, Elementary Education and Teaching

Laura Castrogiovanni Laura Castrogiovanni Madison, Wisconsin Area Details
Laura Castrogiovanni's CUNA Mutual Retirement Solutions Experience December 2012 - Present
Job Operations Manager at CUNA Mutual
Industry Banking
Experience
CUNA Mutual Retirement Solutions   December 2012 - Present
Allstate Insurance  June 2007 - December 2012
Allstate Insurance  March 2002 - June 2007
Allstate Insurance  June 1996 - March 2002

Skills
Property, Claim, Liability, Claims Management, Customer Service, Team Leadership, Change Management, Performance Management, Leadership, Microsoft Office, Leadership Development, Microsoft Excel, PowerPoint, Call Center, Microsoft Word, Team Building, Operations Management, Training, Process Improvement, Management, Time Management, Budgets, Employee Relations, Insurance, Business Analysis, Recruiting, Property & Casualty..., Business Process..., Call Centers, Customer Experience, Coaching, Casualty, Customer Satisfaction, Claim Investigation, Data Analysis, General Insurance, Strategic Planning, Analysis, Underwriting, Negotiation

Education
Cardinal Stritch University   2008 — 2011
MBA, Business Administration

Indiana University Bloomington   1990 — 1994
BA, Economics, Criminal Justice

Candice Moeder Candice Moeder Great Bend, Kansas Details
Candice Moeder's CUNA Mutual Retirement Solutions Experience November 2009 - April 2015
Job HR Specialist at QS Nurses Kansas, LLC
Industry Human Resources
Experience
QS Nurses Kansas, LLC   April 2015 - Present
CUNA Mutual Retirement Solutions   November 2009 - April 2015
CPI Qualified Plan Consultants  July 2006 - November 2009

Skills
Defined Benefit, Outlook, Retirement Planning, Retirement, Investments, Employee Benefits, Project Planning, Marketing, Defined Contribution, Mutual Funds, Pensions, 401k, Human Resources, Microsoft Excel, Strategic Planning, Customer Service, Qualified Retirement...

Education
Fort Hays State University   2002 — 2006

Kristin Mesgleski Kristin Mesgleski Greater Boston Area Details
Kristin Mesgleski's CUNA Mutual Retirement Solutions Experience September 2013 - Present
Job Regional Sales Consultant CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   September 2013 - Present
The Glading Group   August 2012 - July 2013
Transamerica Retirement Management  March 2010 - February 2012
Financial Engines  May 2009 - April 2010
Ameriprise Financial  May 2004 - February 2009
Wachovia Bank, N.A.   2001 - 2003
Charles Schwab  September 1999 - September 2001
Evare  June 1997 - September 1999
Bank One  1995 - 1997
Fidelity Investments  1990 - 1995

Skills
Investments, Strategic Planning, Business Development, Financial Services, Retirement, Marketing Strategy, Marketing, Mutual Funds, Retirement Planning, Sales Management, Program Management, Strategic Financial..., Selling, Insurance, Management, Investment Management, Leadership, Employee Benefits, Pensions, Sales, Asset Allocation, FINRA Registered

Education
Bowdoin College   1986 — 1990
Asian Studies/American History, Chinese, American History, Asian History

Elice Lee Elice Lee Greater Chicago Area Details
Elice Lee's CUNA Mutual Retirement Solutions Experience October 2013 - Present
Job Regional Sales Consultant at CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions   October 2013 - Present
Genworth Wealth Management   September 2009 - September 2013
Genworth Financial Investment Services  2007 - 2009

Skills
Mutual Funds, Asset Allocation, Financial Modeling, Financial Services, Investments, Risk Management, Business Analysis, Business Process..., Investment Strategies, FINRA Licensed

Education
DePaul University
Bachelor of Business Administration (B.B.A.), Marketing

Teresa Asper Teresa Asper Great Bend, Kansas Details
Teresa Asper's CUNA Mutual Retirement Solutions Experience May 2013 - Present
Job Plan Administrator at CPI Qualified Plan Consultants
Industry Financial Services
Experience
Cuna Mutual Retirement Solutions   May 2013 - Present
Young Williams PC  February 2012 - May 2013
Santa Fe Trail Center Museum and Library   August 2010 - February 2012
State of Missouri  June 2010 - August 2010
University of Kansas Spencer Research Library   October 2009 - June 2010
University of Kansas Natural History Museum   October 2008 - May 2010
Kansas Historical Society  June 2009 - February 2010
University Kansas Museum Studies Department   June 2009 - August 2009
History Museum of Western Virginia   November 2006 - July 2008
J&J Energy, Inc   July 2006 - July 2008

Skills
Museums, Research, Museum Collections, Cataloging, Archives, Historical Research, Exhibit Design, History

Education
The University of Kansas   2008 — 2010
M.A, History

Longwood University   2002 — 2006
B. A. 2002, 2006; Anthropology

William Minogue William Minogue San Francisco, California Details
William Minogue's CUNA Mutual Retirement Solutions Experience November 2014 - January 2015
Job Manager Financial Operations at Ubiquity Retirement + Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings  February 2015 - Present
CUNA Mutual Retirement Solutions   November 2014 - January 2015
Randstad Sourcing   April 2014 - September 2014
Ascensus  August 2012 - September 2013
ING  July 2008 - December 2012
ING (formerly Citigroup / State Street's retirement business)   1998 - July 2008
Citistreet (formally The Copeland Companies)   1998 - July 2008
Copeland Companies  1998 - 2000
DTCC (formally NSCC)   1997 - 1998

Skills
Risk Management, Financial Services, Financial Analysis, Asset Managment, Mutual Funds, Retirement, Business Analysis, Process Improvement, Securities, Microsoft Office, Employee Benefits, 401k, Asset Management, Insurance, Strategic Financial..., Budgets

Education
Pace University - Lubin School of Business   1990 — 1993
Associates, Accounting

Bill Cavalier, QPFC Bill Cavalier, QPFC Fayetteville, North Carolina Area Details
Bill Cavalier, QPFC's CUNA Mutual Retirement Solutions Experience 1989 - 2014
Job Regional Vice President Business Development at Vantage Benefits Administrators
Industry Accounting
Experience
Vantage Benefits Administrators   October 2014 - Present
Cuna Mutual Retirement Solutions   1989 - 2014

Skills
401k, Retirement, I hold various FINRA..., Retirement Planning, Series 63, Defined Benefit, Cash Balance, Cafeteria Plans, Fiduciary 3-16 Services, Benefit Adm Technology, Series 7, Financial Services, ERISA, Asset Allocation, Wealth Management, Qualified Retirement..., Retirement Plan..., Financial Advisory, Series 6, Strategic Financial..., Investment Advisory

Education
Central Michigan University
BS in Business Administration, Marketing

Melinda Kurth Melinda Kurth Great Bend, Kansas Details
Melinda Kurth's CUNA Mutual Retirement Solutions Experience June 2012 - March 2014
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  April 2014 - Present
Behind Blue Eyes Photography   June 2007 - March 2015
CUNA Mutual Retirement Solutions   June 2012 - March 2014
CPI Qualified Plan Consultants  May 2002 - May 2012

Skills
Asset Allocation, Retirement strategies, Retirement accumulation..., Retirement distribution..., Investment Strategies, Risk Management, Education funding, Legacy strategies, Estate strategies, Charitable strategies

Education
Barton County Community College   2011 — 2012
Administration / Photography

Kansas State University   1995 — 1997
Management

Sheri Elsen Sheri Elsen Wichita, Kansas Area Details
Sheri Elsen's CUNA Mutual Retirement Solutions Experience March 2000 - Present
Job IT Manager at Cuna Mutual Retirement Solutions
Industry Accounting
Experience
Cuna Mutual Retirement Solutions   March 2000 - Present

Skills
Web Design, Microsoft Office, Public Speaking, Retirement, Public Relations, Strategic Planning, HTML, Social Media Marketing, Entrepreneurship, Series 63, Fundraising, Windows, Marketing, Web Development, Troubleshooting, Photoshop, Online Marketing, Access, Nonprofits, Microsoft Word, Social Media, Revenue Cycle, Social Networking, Investments, Pensions, Budgets, Leadership, Mutual Funds, Asset Allocation, Microsoft Excel, Defined Benefit, Adobe Creative Suite, Advertising, Event Planning, PowerPoint, Accounting, Microsoft SQL Server, Wealth Management, Marketing Strategy, Customer Service, Healthcare, Online Advertising, Sales, Business Development, Employee Benefits, Retirement Planning, 401k, Networking, Marketing Communications

Education
Barton County Community College
Associate's degree, Business Computer Management

Great Bend High School

Michelle Benavidez Michelle Benavidez Great Bend, Kansas Details
Michelle Benavidez's CUNA Mutual Retirement Solutions Experience March 2000 - Present
Job Operations Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Retirement Solutions   March 2000 - Present

Skills
Customer Service, Leadership, Mutual Funds

Education
Barton County Community College