DWC ERISA Consultants, LLC
Industry: Security company
DescriptionFounded: 1999 Subsidiary: Destel-Bergen Corporation
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DWC ERISA Consultants, LLC Employees
Employee
Years
Job
Industry
Szilvia Frazier Szilvia Frazier's DWC ERISA Consultants, LLC Experience May 2013 - September 2014
Job The Angell Pension Group, Inc.
Industry Financial Services
Experience
The Angell Pension Group, Inc. October 2014 - Present
DWC ERISA Consultants, LLC May 2013 - September 2014
Accrued Benefit Administrators, Inc. December 2006 - April 2013
Skills
Pensions, 401k, ERISA, Defined Benefit, Pension Administration, Accounting, Microsoft Excel, Employee Benefits, Retirement, Profit Sharing, Retirement Plan..., Retirement Planning, Defined Contribution, Investments
Education
University of Maine 1995 — 2000
The Angell Pension Group, Inc. October 2014 - Present
DWC ERISA Consultants, LLC May 2013 - September 2014
Accrued Benefit Administrators, Inc. December 2006 - April 2013
Skills
Pensions, 401k, ERISA, Defined Benefit, Pension Administration, Accounting, Microsoft Excel, Employee Benefits, Retirement, Profit Sharing, Retirement Plan..., Retirement Planning, Defined Contribution, Investments
Education
University of Maine 1995 — 2000
Kelly Marie Hurd, ERPA, CPC, QPA, QKA Kelly Marie Hurd, ERPA, CPC, QPA, QKA's DWC ERISA Consultants, LLC Experience October 2014 - Present
Job Senior Retirement Plan Consultant at DWC ERISA Consultants, LLC
Industry Financial Services
Experience
DWC ERISA Consultants, LLC October 2014 - Present
QRPS, Incorporated October 2004 - October 2014
Carolina Roller Derby 2009 - October 2012
QRPS, Inc. January 2014 - October 2014
E&E Publishing, LLC 2003 - 2004
Skills
Retirement Planning, Pensions, Social Media, Retirement, 401k, Pension Administration, Defined Benefit, Employee Benefits, Series 6, ERISA, Defined Contribution, Mutual Funds, Retirement Plan..., Benefits Administration, IRAs, Management
Education
University of Maryland College Park 1999 — 2003
College Park Scholars, International Studies
DWC ERISA Consultants, LLC October 2014 - Present
QRPS, Incorporated October 2004 - October 2014
Carolina Roller Derby 2009 - October 2012
QRPS, Inc. January 2014 - October 2014
E&E Publishing, LLC 2003 - 2004
Skills
Retirement Planning, Pensions, Social Media, Retirement, 401k, Pension Administration, Defined Benefit, Employee Benefits, Series 6, ERISA, Defined Contribution, Mutual Funds, Retirement Plan..., Benefits Administration, IRAs, Management
Education
University of Maryland College Park 1999 — 2003
College Park Scholars, International Studies
Ezekiel Heydenriech Ezekiel Heydenriech's DWC ERISA Consultants, LLC Experience April 2010 - August 2013
Job Student
Industry Hospital & Health Care
Experience
DWC ERISA Consultants, LLC April 2010 - August 2013
Skills
Retirement, Retirement Planning, Data Analysis, 401k, Business Planning, Employee Benefits, Management
Education
St. Olaf College 2005 — 2009
B.A., Social Studies Education
University of Minnesota-Twin Cities
DWC ERISA Consultants, LLC April 2010 - August 2013
Skills
Retirement, Retirement Planning, Data Analysis, 401k, Business Planning, Employee Benefits, Management
Education
St. Olaf College 2005 — 2009
B.A., Social Studies Education
University of Minnesota-Twin Cities
Adam Pozek Adam Pozek's DWC ERISA Consultants, LLC Experience July 2010 - Present
Job Proud pension geek Technology Enthusiast Music Lover
Industry Financial Services
Experience
DWC ERISA Consultants, LLC July 2010 - Present
Journal of Pension Benefits (A Publication of Wolters Kluwer) June 2010 - Present
Benefit Insights, Inc. 2009 - Present
Pozek On Pension 1998 - Present
Pension Pundits, LLC June 2010 - Present
Sentinel Benefits & Financial Group May 2007 - June 2010
Swerdlin & Company July 1996 - May 2007
LongView Wealth Management 1994 - July 1996
Royal Specialty Underwriting 1992 - 1994
Turem & Edwards, P.C. 1990 - 1991
Skills
Technology Solutions, ERISA, Retirement, Retirement Planning, Mergers, Business Planning, Employee Benefits, 403 b, Nonprofits, Fiduciary, Pensions, Governance, Mutual Funds, Qualified Retirement..., Profit Sharing, Mergers & Acquisitions, Defined Benefit, Retirement Plan..., Social Media Marketing, Public Speaking, 401k, Benefits Plan Design, Defined Contribution, Employee Plans..., Executive Pay, IRS/DOL Audits, Pension Administration
Education
Northwestern California University
Law
Georgia State University
Accounting & Finance
Berry College 1989 — 1990
Liberal Arts
Mt. Vernon Christian Academy 1985 — 1989
College Prep
DWC ERISA Consultants, LLC July 2010 - Present
Journal of Pension Benefits (A Publication of Wolters Kluwer) June 2010 - Present
Benefit Insights, Inc. 2009 - Present
Pozek On Pension 1998 - Present
Pension Pundits, LLC June 2010 - Present
Sentinel Benefits & Financial Group May 2007 - June 2010
Swerdlin & Company July 1996 - May 2007
LongView Wealth Management 1994 - July 1996
Royal Specialty Underwriting 1992 - 1994
Turem & Edwards, P.C. 1990 - 1991
Skills
Technology Solutions, ERISA, Retirement, Retirement Planning, Mergers, Business Planning, Employee Benefits, 403 b, Nonprofits, Fiduciary, Pensions, Governance, Mutual Funds, Qualified Retirement..., Profit Sharing, Mergers & Acquisitions, Defined Benefit, Retirement Plan..., Social Media Marketing, Public Speaking, 401k, Benefits Plan Design, Defined Contribution, Employee Plans..., Executive Pay, IRS/DOL Audits, Pension Administration
Education
Northwestern California University
Law
Georgia State University
Accounting & Finance
Berry College 1989 — 1990
Liberal Arts
Mt. Vernon Christian Academy 1985 — 1989
College Prep
Joni Jennings, CPC, QKA, QPA, ERPA Joni Jennings, CPC, QKA, QPA, ERPA's DWC ERISA Consultants, LLC Experience November 2013 - Present
Job Principal at DWC ERISA Consultants, LLC
Industry Management Consulting
Experience
DWC ERISA Consultants, LLC November 2013 - Present
DWC ERISA Consultants, LLC July 2012 - November 2013
Pension Financial Services, Inc. December 1994 - May 2011
Lambert, Massey, Roper & Taylor, Inc. January 1991 - December 1992
Skills
ESOP, Mergers, Plan Design, ERISA, 401k, Management Consulting, Retirement Plan..., Pension Administration, Retirement Planning, Profit Sharing, Business Planning, Defined Benefit, Mergers & Acquisitions, Retirement, Defined Contribution, Pensions, Employee Benefits, Qualified Retirement..., Investments, Deferred Compensation, Actuarial Science, Financial Advisory, Investment Advisory, Mutual Funds, Financial Services, Asset Allocation, Pension Funds, Wealth Management, Series 63, Consulting, Alternative Investments, Strategic Financial..., Executive Pay, ETFs, Actuaries, Compliance Testing, FINRA, Relationship Management
Education
Sewanee-The University of the South 1987 — 1990
The Montgomery Academy 1984 — 1987
DWC ERISA Consultants, LLC November 2013 - Present
DWC ERISA Consultants, LLC July 2012 - November 2013
Pension Financial Services, Inc. December 1994 - May 2011
Lambert, Massey, Roper & Taylor, Inc. January 1991 - December 1992
Skills
ESOP, Mergers, Plan Design, ERISA, 401k, Management Consulting, Retirement Plan..., Pension Administration, Retirement Planning, Profit Sharing, Business Planning, Defined Benefit, Mergers & Acquisitions, Retirement, Defined Contribution, Pensions, Employee Benefits, Qualified Retirement..., Investments, Deferred Compensation, Actuarial Science, Financial Advisory, Investment Advisory, Mutual Funds, Financial Services, Asset Allocation, Pension Funds, Wealth Management, Series 63, Consulting, Alternative Investments, Strategic Financial..., Executive Pay, ETFs, Actuaries, Compliance Testing, FINRA, Relationship Management
Education
Sewanee-The University of the South 1987 — 1990
The Montgomery Academy 1984 — 1987
Eva Maria Najarro Smith Eva Maria Najarro Smith's DWC ERISA Consultants, LLC Experience December 2009 - August 2011
Job Staff Assistant at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State June 2015 - Present
United States Institute of Peace June 2014 - February 2015
Johns Hopkins University June 2011 - May 2014
U.S. Department of State January 2014 - April 2014
Johns Hopkins School of Advanced International Studies October 2013 - January 2014
The Advocates for Human Rights June 2013 - August 2013
Johns Hopkins University April 2011 - May 2013
U.S. Department of State June 2012 - August 2012
DWC ERISA Consultants, LLC December 2009 - August 2011
Frank Hornstein for State Representative December 2009 - August 2010
Skills
Spanish, Chinese, International Relations, Grassroots Organizing, Urban Issues, Foreign Affairs, Government, Politics, Public Speaking, Research, Public Relations, Political Science, Policy Analysis, Analysis, Political Risk Analysis, Foreign Policy, Public Policy, Diplomacy, Event Planning
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master of Arts (M.A.), International Relations and International Economics, MA 1
The Johns Hopkins University 2010 — 2014
Bachelor's Degree, International/Global Studies
The Blake School
U.S. Department of State June 2015 - Present
United States Institute of Peace June 2014 - February 2015
Johns Hopkins University June 2011 - May 2014
U.S. Department of State January 2014 - April 2014
Johns Hopkins School of Advanced International Studies October 2013 - January 2014
The Advocates for Human Rights June 2013 - August 2013
Johns Hopkins University April 2011 - May 2013
U.S. Department of State June 2012 - August 2012
DWC ERISA Consultants, LLC December 2009 - August 2011
Frank Hornstein for State Representative December 2009 - August 2010
Skills
Spanish, Chinese, International Relations, Grassroots Organizing, Urban Issues, Foreign Affairs, Government, Politics, Public Speaking, Research, Public Relations, Political Science, Policy Analysis, Analysis, Political Risk Analysis, Foreign Policy, Public Policy, Diplomacy, Event Planning
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master of Arts (M.A.), International Relations and International Economics, MA 1
The Johns Hopkins University 2010 — 2014
Bachelor's Degree, International/Global Studies
The Blake School
Amy Ouellette's DWC ERISA Consultants, LLC Experience December 2010 - November 2014
Job Senior Business Success Executive at Betterment for Business
Industry Financial Services
Experience
Betterment for Business September 2015 - Present
Multnomah Group, Inc. November 2014 - August 2015
DWC ERISA Consultants, LLC December 2010 - November 2014
Jim Hallinan Pension Consulting, LLC August 2007 - December 2010
Sebach & Associates, Inc. March 2003 - August 2006
Skills
ERISA, Retirement, 401k, Pensions, Profit Sharing, Retirement Planning, Defined Contribution, Pension Administration, Retirement Plan..., Qualified Retirement..., Small Business, Financial Services, Employee Benefits, Investments, Mutual Funds
Education
Wharton School, University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Betterment for Business September 2015 - Present
Multnomah Group, Inc. November 2014 - August 2015
DWC ERISA Consultants, LLC December 2010 - November 2014
Jim Hallinan Pension Consulting, LLC August 2007 - December 2010
Sebach & Associates, Inc. March 2003 - August 2006
Skills
ERISA, Retirement, 401k, Pensions, Profit Sharing, Retirement Planning, Defined Contribution, Pension Administration, Retirement Plan..., Qualified Retirement..., Small Business, Financial Services, Employee Benefits, Investments, Mutual Funds
Education
Wharton School, University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Georganna Lujin Georganna Lujin's DWC ERISA Consultants, LLC Experience November 2008 - June 2013
Job Executive Consultant at Rodan + Fields
Industry Retail
Experience
Rodan + Fields May 2015 - Present
DWC ERISA Consultants, LLC November 2008 - June 2013
1st Global 2005 - 2008
Fidelity Investments 1994 - 2000
Skills
Retirement, Pensions, Series 7, Pension Administration, Employee Benefits, 401k, Retirement Planning, Estate Planning, Profit Sharing, Defined Benefit, ERISA, Retirement Plan...
Education
University of Oklahoma 1987 — 1992
Rodan + Fields May 2015 - Present
DWC ERISA Consultants, LLC November 2008 - June 2013
1st Global 2005 - 2008
Fidelity Investments 1994 - 2000
Skills
Retirement, Pensions, Series 7, Pension Administration, Employee Benefits, 401k, Retirement Planning, Estate Planning, Profit Sharing, Defined Benefit, ERISA, Retirement Plan...
Education
University of Oklahoma 1987 — 1992
Christopher Madsen Christopher Madsen's DWC ERISA Consultants, LLC Experience May 2012 - August 2012
Job Student at Colgate University
Industry Management Consulting
Experience
OFORO April 2013 - June 2014
New York Zeta Chapter of Phi Delta Theta January 2013 - May 2014
New York Zeta Chapter of Phi Delta Theta January 2013 - May 2014
Colgate University Interfraternity Council January 2013 - December 2013
New York Zeta Chapter of Phi Delta Theta September 2013 - November 2013
New York Zeta Chapter of Phi Delta Theta October 2011 - September 2012
DWC ERISA Consultants, LLC May 2012 - August 2012
Blake School May 2010 - July 2010
Skills
Microsoft Office, SAS, Stata, Research, Marketing, Recruiting, Analysis, Management, Teamwork, Microsoft Excel, Budgets, Microsoft Word, Event Planning
Education
Colgate University 2010 — 2014
BA, Mathematical Economics
Tuck School of Business at Dartmouth 2012 — 2012
Summer Business Bridge Graduate
The Blake School 2006 — 2010
High School Diploma
OFORO April 2013 - June 2014
New York Zeta Chapter of Phi Delta Theta January 2013 - May 2014
New York Zeta Chapter of Phi Delta Theta January 2013 - May 2014
Colgate University Interfraternity Council January 2013 - December 2013
New York Zeta Chapter of Phi Delta Theta September 2013 - November 2013
New York Zeta Chapter of Phi Delta Theta October 2011 - September 2012
DWC ERISA Consultants, LLC May 2012 - August 2012
Blake School May 2010 - July 2010
Skills
Microsoft Office, SAS, Stata, Research, Marketing, Recruiting, Analysis, Management, Teamwork, Microsoft Excel, Budgets, Microsoft Word, Event Planning
Education
Colgate University 2010 — 2014
BA, Mathematical Economics
Tuck School of Business at Dartmouth 2012 — 2012
Summer Business Bridge Graduate
The Blake School 2006 — 2010
High School Diploma
Benjamin Makowski Benjamin Makowski's DWC ERISA Consultants, LLC Experience June 2012 - August 2012
Job Commercial Credit Analyst at Eastern Bank
Industry Financial Services
Experience
Eastern Bank September 2015 - Present
Eastern Bank June 2014 - August 2015
Elon University Campus Recreation February 2013 - May 2014
Eastern Bank June 2013 - August 2013
DWC ERISA Consultants, LLC June 2012 - August 2012
Eastern Bank May 2011 - May 2012
Education
Elon University Class of 2014 2010 — 2014
Bachelor of Science in Business Administration, Finance, General
Elon University - Martha and Spencer Love School of Business
Bachelor of Science, Business Administration, Finance
Eastern Bank September 2015 - Present
Eastern Bank June 2014 - August 2015
Elon University Campus Recreation February 2013 - May 2014
Eastern Bank June 2013 - August 2013
DWC ERISA Consultants, LLC June 2012 - August 2012
Eastern Bank May 2011 - May 2012
Education
Elon University Class of 2014 2010 — 2014
Bachelor of Science in Business Administration, Finance, General
Elon University - Martha and Spencer Love School of Business
Bachelor of Science, Business Administration, Finance
Alec Olson's DWC ERISA Consultants, LLC Experience June 2012 - August 2013
Job Student at Boston University
Industry Financial Services
Experience
Marathon Sports March 2015 - Present
Glen Lake Family Dentistry April 2006 - March 2015
DWC ERISA Consultants, LLC June 2012 - August 2013
Education
Boston University 2012 — 2016
Bachelor of Arts (B.A.) Economics, Minor in Mathematics, Pre-Medicine/Pre-Medical Studies, Junior
Chanhassen High School 2008 — 2012
Marathon Sports March 2015 - Present
Glen Lake Family Dentistry April 2006 - March 2015
DWC ERISA Consultants, LLC June 2012 - August 2013
Education
Boston University 2012 — 2016
Bachelor of Arts (B.A.) Economics, Minor in Mathematics, Pre-Medicine/Pre-Medical Studies, Junior
Chanhassen High School 2008 — 2012
Juhl Stoesz's DWC ERISA Consultants, LLC Experience 2008 - 2009
Job Vice President, Compliance and General Counsel at Tax Sheltered Compensation, Inc. (TSC)
Industry Financial Services
Experience
Tax Sheltered Compensation, Inc. (TSC) June 2015 - Present
Tax Sheltered Compensation, Inc. (TSC) December 2010 - June 2015
Beneco July 2009 - November 2010
DWC ERISA Consultants, LLC 2008 - 2009
Skills
ERISA, 401k, Defined Benefit, Qualified Retirement..., Pensions, Employee Benefits, Retirement Plan..., Mutual Funds, Legal Writing, Retirement Planning, Retirement, Pension Funds, Profit Sharing, Pension Administration, Securities, Executive Pay, FINRA, Estate Planning, Defined Contribution, Series 7, Financial Services, Investment Advisory, Fixed Annuities, Life Insurance, Small Business, Investments, Benefits Administration
Education
The University of North Dakota School of Law 2004 — 2007
JD, Law
University of Minnesota-Twin Cities
BA, Economics
Tax Sheltered Compensation, Inc. (TSC) June 2015 - Present
Tax Sheltered Compensation, Inc. (TSC) December 2010 - June 2015
Beneco July 2009 - November 2010
DWC ERISA Consultants, LLC 2008 - 2009
Skills
ERISA, 401k, Defined Benefit, Qualified Retirement..., Pensions, Employee Benefits, Retirement Plan..., Mutual Funds, Legal Writing, Retirement Planning, Retirement, Pension Funds, Profit Sharing, Pension Administration, Securities, Executive Pay, FINRA, Estate Planning, Defined Contribution, Series 7, Financial Services, Investment Advisory, Fixed Annuities, Life Insurance, Small Business, Investments, Benefits Administration
Education
The University of North Dakota School of Law 2004 — 2007
JD, Law
University of Minnesota-Twin Cities
BA, Economics
Ellen Houston-Pozek's DWC ERISA Consultants, LLC Experience July 2014 - Present
Job Senior Retirement Plan Consultant at DWC ERISA Consultants, LLC
Industry Financial Services
Experience
DWC ERISA Consultants, LLC July 2014 - Present
American Society of Pension Professionals & Actuaries (ASPPA) 2004 - Present
Sentinel Benefits & Financial Group January 1998 - July 2014
Skills
401k, Plan Design, ERISA, Employee Benefits, Customer Relations, Retirement Planning, Compliance, Benefits Administration, Budgets, Business Planning, Customer Service, Financial Services, Leadership, Pensions, Retirement, Retirement Plan..., Sales, Strategic Planning
Education
Southern New Hampshire University 2013 — 2015
Master of Science (MS), Organizational Leadership
University of Massachusetts, Amherst
BA, Communications
DWC ERISA Consultants, LLC July 2014 - Present
American Society of Pension Professionals & Actuaries (ASPPA) 2004 - Present
Sentinel Benefits & Financial Group January 1998 - July 2014
Skills
401k, Plan Design, ERISA, Employee Benefits, Customer Relations, Retirement Planning, Compliance, Benefits Administration, Budgets, Business Planning, Customer Service, Financial Services, Leadership, Pensions, Retirement, Retirement Plan..., Sales, Strategic Planning
Education
Southern New Hampshire University 2013 — 2015
Master of Science (MS), Organizational Leadership
University of Massachusetts, Amherst
BA, Communications
Morgan Paige's DWC ERISA Consultants, LLC Experience April 2014 - Present
Job Retirement Plan Consultant at DWC ERISA Consultants, LLC
Industry Financial Services
Experience
DWC ERISA Consultants, LLC April 2014 - Present
Summit Benefit & Actuarial Services, Inc. November 2006 - March 2014
Skills
Financial Analysis, Business Planning, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Business Analysis, Risk Management, Analytics, Business Process..., Portfolio Management, Process Improvement, Banking, Vendor Management, Strategy, Finance, Financial Modeling, Business Intelligence, Asset Management, Program Management, Mergers & Acquisitions
Education
University of Oregon 2000 — 2004
Bachelor of Arts (B.A.), Anthropology
DWC ERISA Consultants, LLC April 2014 - Present
Summit Benefit & Actuarial Services, Inc. November 2006 - March 2014
Skills
Financial Analysis, Business Planning, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Business Analysis, Risk Management, Analytics, Business Process..., Portfolio Management, Process Improvement, Banking, Vendor Management, Strategy, Finance, Financial Modeling, Business Intelligence, Asset Management, Program Management, Mergers & Acquisitions
Education
University of Oregon 2000 — 2004
Bachelor of Arts (B.A.), Anthropology
Lai Yu, QKA's DWC ERISA Consultants, LLC Experience December 2014 - Present
Job Retirement Plan Consultant at DWC ERISA Consultants, LLC
Industry
Experience
DWC ERISA Consultants, LLC December 2014 - Present
ADP September 2011 - August 2013
Geller Group November 2004 - February 2011
Northeast Consulting Group August 2001 - October 2004
Geller & Wind LTD. April 1997 - August 2001
Eugene Schloss & Co June 1995 - April 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Retirement, Pensions, Defined Contribution, Employee Benefits, Profit Sharing, Benefits Administration
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration in Finance (BBA)
DWC ERISA Consultants, LLC December 2014 - Present
ADP September 2011 - August 2013
Geller Group November 2004 - February 2011
Northeast Consulting Group August 2001 - October 2004
Geller & Wind LTD. April 1997 - August 2001
Eugene Schloss & Co June 1995 - April 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Retirement, Pensions, Defined Contribution, Employee Benefits, Profit Sharing, Benefits Administration
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration in Finance (BBA)
Robert Cosgrove, QKA's DWC ERISA Consultants, LLC Experience 2011 - July 2011
Job Sr. Conversion Project Manager at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
Sentinel Benefits & Financial Group March 2003 - Present
DWC ERISA Consultants, LLC 2011 - July 2011
Sentinel Benefits & Financial Group 2003 - 2011
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Investments, Defined Benefit, Leadership, Customer Service
Education
Taylor University 1997 — 2001
BA, Business Administration
Sentinel Benefits & Financial Group March 2003 - Present
DWC ERISA Consultants, LLC 2011 - July 2011
Sentinel Benefits & Financial Group 2003 - 2011
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Investments, Defined Benefit, Leadership, Customer Service
Education
Taylor University 1997 — 2001
BA, Business Administration
Deborah Tentinger's DWC ERISA Consultants, LLC Experience January 2011 - Present
Job Billing at DWC ERISA Consultants, LLC
Industry Accounting
Experience
DWC ERISA Consultants, LLC January 2011 - Present
BottomLine Solutions, Inc. 1994 - Present
The QC Group 2000 - 2012
Shelter Companies 2004 - 2009
Skills
Payroll, Fixed Assets, Accounting, Bookkeeping, Accruals, General Ledger, Journal Entries, GAAP, Financial Statements, Account Reconciliation, Bank Reconciliation, US GAAP, Cash Flow, Accounts Payable, Balance, Internal Controls, Great Plains Software, Accounts Receivable
Education
Lesley University 1989 — 1991
Bachelor of Science, Industry & Business
Park Senior High 1970 — 1972
DWC ERISA Consultants, LLC January 2011 - Present
BottomLine Solutions, Inc. 1994 - Present
The QC Group 2000 - 2012
Shelter Companies 2004 - 2009
Skills
Payroll, Fixed Assets, Accounting, Bookkeeping, Accruals, General Ledger, Journal Entries, GAAP, Financial Statements, Account Reconciliation, Bank Reconciliation, US GAAP, Cash Flow, Accounts Payable, Balance, Internal Controls, Great Plains Software, Accounts Receivable
Education
Lesley University 1989 — 1991
Bachelor of Science, Industry & Business
Park Senior High 1970 — 1972
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Tyco