Employee Fiduciary
Industry: Company
DescriptionFounded: 2004 Subsidiary: Frugal Financial Retirement Plan Services, Llc
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18 Employee Fiduciary employees in database. Find out everything there's to know about Employee Fiduciary employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Employee Fiduciary Employees
Employee
Years
Job
Industry
Michael A. Palmer, CPA, CPC Michael A. Palmer, CPA, CPC's Employee Fiduciary Experience April 2006 - August 2012
Job Experienced Retirement Plan Professional
Industry Financial Services
Experience
Ingham Retirement Group April 2015 - Present
Warren Averett, LLC August 2012 - March 2015
Employee Fiduciary April 2006 - August 2012
Warren, Averett, Kimbrough & Marino, LLC 2002 - 2006
Hancock Bank 2001 - 2002
DailyAccess Corporation February 1998 - August 2001
Skills
401k, ERISA, Retirement Planning, Employee Benefits, Qualified Retirement..., Accounting, IRAs, Retirement, Auditing, Financial Analysis, Financial Reporting, CPA, Tax, Investments, Mergers, Pensions, Process Improvement, Due Diligence, Financial Services, Payroll
Education
University of South Alabama 1998 — 2000
MBA
University of South Alabama 1991 — 1997
BS, Accounting
Ingham Retirement Group April 2015 - Present
Warren Averett, LLC August 2012 - March 2015
Employee Fiduciary April 2006 - August 2012
Warren, Averett, Kimbrough & Marino, LLC 2002 - 2006
Hancock Bank 2001 - 2002
DailyAccess Corporation February 1998 - August 2001
Skills
401k, ERISA, Retirement Planning, Employee Benefits, Qualified Retirement..., Accounting, IRAs, Retirement, Auditing, Financial Analysis, Financial Reporting, CPA, Tax, Investments, Mergers, Pensions, Process Improvement, Due Diligence, Financial Services, Payroll
Education
University of South Alabama 1998 — 2000
MBA
University of South Alabama 1991 — 1997
BS, Accounting
Dodie Ramm Dodie Ramm's Employee Fiduciary Experience April 2007 - May 2008
Job Conversion Specialist at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation December 2014 - Present
DailyAccess Corporation May 2008 - December 2014
Employee Fiduciary April 2007 - May 2008
University of South Alabama October 1999 - April 2007
Skills
Accounting, PowerPoint, Payroll, Event Planning, Training, Microsoft Excel, Microsoft Office, 401k, Account Reconciliation, Employee Benefits, Pensions, Financial Services, Customer Service
Education
University of South Alabama 2001 — 2006
Bachelor's degree, Health and Physical Education/Fitness
DailyAccess Corporation December 2014 - Present
DailyAccess Corporation May 2008 - December 2014
Employee Fiduciary April 2007 - May 2008
University of South Alabama October 1999 - April 2007
Skills
Accounting, PowerPoint, Payroll, Event Planning, Training, Microsoft Excel, Microsoft Office, 401k, Account Reconciliation, Employee Benefits, Pensions, Financial Services, Customer Service
Education
University of South Alabama 2001 — 2006
Bachelor's degree, Health and Physical Education/Fitness
Stephen Switzer's Employee Fiduciary Experience August 2014 - Present
Job 401(k) Sales Representative at Employee Fiduciary
Industry Accounting
Experience
Frugal Financial Retirement Plan Services, LLC October 2014 - Present
Employee Fiduciary August 2014 - Present
Employee Fiduciary, LLC January 2014 - August 2014
PNC June 2013 - December 2013
The W Salon Spa & Nail Bar January 2012 - June 2013
Wells Fargo June 2010 - January 2012
Skills
401(k), Accounting, Retirement, Sales, Customer Service, Account Management, Financial Analysis, Microsoft Excel
Education
Louisiana State University 2013 — 2013
Accounting
The University of South Alabama 2010 — 2013
Bachelor's degree, Accounting
Frugal Financial Retirement Plan Services, LLC October 2014 - Present
Employee Fiduciary August 2014 - Present
Employee Fiduciary, LLC January 2014 - August 2014
PNC June 2013 - December 2013
The W Salon Spa & Nail Bar January 2012 - June 2013
Wells Fargo June 2010 - January 2012
Skills
401(k), Accounting, Retirement, Sales, Customer Service, Account Management, Financial Analysis, Microsoft Excel
Education
Louisiana State University 2013 — 2013
Accounting
The University of South Alabama 2010 — 2013
Bachelor's degree, Accounting
Morgan Hammac Morgan Hammac's Employee Fiduciary Experience September 2014 - Present
Job Compliance Analyst at Employee Fiduciary
Industry Financial Services
Experience
Employee Fiduciary September 2014 - Present
Lawrence & Lawrence, PC February 2013 - September 2014
American Eagle Outfitters April 2009 - December 2012
South Baldwin Regional Medical Center September 2009 - December 2010
Skills
Microsoft Excel, Accounting, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, QuickBooks, Teamwork, Financial Reporting, Accounts Payable, Customer Service, Accounts Receivable, Sales, Inventory Management, Social Media, Social Networking, Marketing
Education
University of South Alabama 2011 — 2014
Bachelor of Business Administration (B.B.A.), Economics and Finance
Employee Fiduciary September 2014 - Present
Lawrence & Lawrence, PC February 2013 - September 2014
American Eagle Outfitters April 2009 - December 2012
South Baldwin Regional Medical Center September 2009 - December 2010
Skills
Microsoft Excel, Accounting, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, QuickBooks, Teamwork, Financial Reporting, Accounts Payable, Customer Service, Accounts Receivable, Sales, Inventory Management, Social Media, Social Networking, Marketing
Education
University of South Alabama 2011 — 2014
Bachelor of Business Administration (B.B.A.), Economics and Finance
Christopher Marcet, QKA Christopher Marcet, QKA's Employee Fiduciary Experience January 2013 - Present
Job Trust Accounting Supervisor at Employee Fiduciary
Industry Financial Services
Experience
Employee Fiduciary January 2013 - Present
Employee Fiduciary January 2007 - January 2013
Regions Bank January 2006 - January 2007
Skills
Profit Sharing, Retirement Plan..., Pensions, Retirement, 401k, Investments, Retirement Planning, Customer Service, Microsoft Excel, Process Improvement, Auditing, Microsoft Office, Leadership, Defined Contribution, Mutual Funds
Education
University of South Alabama
Finance
Employee Fiduciary January 2013 - Present
Employee Fiduciary January 2007 - January 2013
Regions Bank January 2006 - January 2007
Skills
Profit Sharing, Retirement Plan..., Pensions, Retirement, 401k, Investments, Retirement Planning, Customer Service, Microsoft Excel, Process Improvement, Auditing, Microsoft Office, Leadership, Defined Contribution, Mutual Funds
Education
University of South Alabama
Finance
Thomas Hogg's Employee Fiduciary Experience June 2012 - August 2013
Job Revenue Examiner at Alabama Department of Revenue
Industry Accounting
Experience
Alabama Department of Revenue August 2013 - Present
Employee Fiduciary June 2012 - August 2013
DailyAccess Corporation September 2010 - June 2012
Hartmann, Blackmon & Kilgore, P.C. Certified Public Accountants January 2010 - April 2010
Gulf Coast Newspapers, Inc. 1993 - 2008
Alabama Sheriffs’ Boys Ranch 1990 - 1993
Skills
Accounting, Tax Returns, Access, Auditing, Tax Preparation, Financial Reporting, Tax, Income Tax, Financial Analysis, Forensic Accounting, Financial Accounting, Microsoft Office, Strategic Financial..., Microsoft Excel, Budgets
Education
University of South Alabama 2008 — 2010
BSBA, Accounting
Auburn University at Montgomery 1983 — 1986
BSBA, General Business
Alabama Department of Revenue August 2013 - Present
Employee Fiduciary June 2012 - August 2013
DailyAccess Corporation September 2010 - June 2012
Hartmann, Blackmon & Kilgore, P.C. Certified Public Accountants January 2010 - April 2010
Gulf Coast Newspapers, Inc. 1993 - 2008
Alabama Sheriffs’ Boys Ranch 1990 - 1993
Skills
Accounting, Tax Returns, Access, Auditing, Tax Preparation, Financial Reporting, Tax, Income Tax, Financial Analysis, Forensic Accounting, Financial Accounting, Microsoft Office, Strategic Financial..., Microsoft Excel, Budgets
Education
University of South Alabama 2008 — 2010
BSBA, Accounting
Auburn University at Montgomery 1983 — 1986
BSBA, General Business
Justin E. Mercer, CPC, QPA, QKA Justin E. Mercer, CPC, QPA, QKA's Employee Fiduciary Experience November 2009 - April 2014
Job Assistant Vice President & Trust Officer at Trustmark Bank
Industry Financial Services
Experience
Trustmark Bank December 2014 - Present
Retirement Alliance, Inc. May 2014 - December 2014
Employee Fiduciary November 2009 - April 2014
Pilot Catastrophe Service August 2005 - June 2006
Skills
Access, Excel, Microsoft Excel, Retirement Plan..., Qualified Retirement..., Customer Service, Process Improvement, Microsoft Office, Retirement, Employee Benefits, Investments, Mutual Funds, Financial Analysis
Education
University of South Alabama 2003 — 2009
B.S., Finance
Trustmark Bank December 2014 - Present
Retirement Alliance, Inc. May 2014 - December 2014
Employee Fiduciary November 2009 - April 2014
Pilot Catastrophe Service August 2005 - June 2006
Skills
Access, Excel, Microsoft Excel, Retirement Plan..., Qualified Retirement..., Customer Service, Process Improvement, Microsoft Office, Retirement, Employee Benefits, Investments, Mutual Funds, Financial Analysis
Education
University of South Alabama 2003 — 2009
B.S., Finance
Crystal Ladnier Crystal Ladnier's Employee Fiduciary Experience April 2012 - October 2013
Job Business Management, Accounting Extraordinaire, Skilled Bookkeeper, Savvy Networking. Your next Indispensable right hand
Industry Accounting
Experience
B & M Management Company May 2014 - Present
Employee Fiduciary April 2012 - October 2013
The Orthopaedic Group, PC October 2010 - April 2012
Pawlowski & Associates September 2007 - October 2010
Skills
Accounting, Payroll, Auditing, Microsoft Excel, Employee Benefits, Investments, Process Improvement, Microsoft Office, Financial Services, Customer Service, Account Reconciliation, Accounts Payable, Accounts Receivable, Invoicing, Bookkeeping, Finance, Financial Reporting, Financial Analysis, Financial Accounting, QuickBooks, General Ledger, Cash Flow, Cash Management, Banking, Bank Reconciliation, Insurance, Managerial Finance, Accruals, Peachtree, Financial Statements, Balance, Journal Entries, Administration, Revenue Recognition, Expenses, Management Accounting, Data Entry, Payments, Sales Tax, Cash Flow Forecasting, Tax
Education
Faith academy
University of South Alabama
B & M Management Company May 2014 - Present
Employee Fiduciary April 2012 - October 2013
The Orthopaedic Group, PC October 2010 - April 2012
Pawlowski & Associates September 2007 - October 2010
Skills
Accounting, Payroll, Auditing, Microsoft Excel, Employee Benefits, Investments, Process Improvement, Microsoft Office, Financial Services, Customer Service, Account Reconciliation, Accounts Payable, Accounts Receivable, Invoicing, Bookkeeping, Finance, Financial Reporting, Financial Analysis, Financial Accounting, QuickBooks, General Ledger, Cash Flow, Cash Management, Banking, Bank Reconciliation, Insurance, Managerial Finance, Accruals, Peachtree, Financial Statements, Balance, Journal Entries, Administration, Revenue Recognition, Expenses, Management Accounting, Data Entry, Payments, Sales Tax, Cash Flow Forecasting, Tax
Education
Faith academy
University of South Alabama
Krista Lam Krista Lam's Employee Fiduciary Experience June 2012 - July 2014
Job Relationship Manager at Hessel & Associates, L.L.C.
Industry Financial Services
Experience
Hessel & Associates, L.L.C. May 2015 - Present
TWG Benefits October 2014 - April 2015
Employee Fiduciary June 2012 - July 2014
Best Nails May 2007 - May 2014
Skills
401k, ERISA, Investments, Microsoft Excel, Outlook, Microsoft Word, Nondiscrimination..., Highly detail oriented, Retirement Planning, Management, Profit Sharing
Education
University of South Alabama 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Hessel & Associates, L.L.C. May 2015 - Present
TWG Benefits October 2014 - April 2015
Employee Fiduciary June 2012 - July 2014
Best Nails May 2007 - May 2014
Skills
401k, ERISA, Investments, Microsoft Excel, Outlook, Microsoft Word, Nondiscrimination..., Highly detail oriented, Retirement Planning, Management, Profit Sharing
Education
University of South Alabama 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Greg Carpenter Greg Carpenter's Employee Fiduciary Experience 2004 - Present
Job Founder & CEO at Employee Fiduciary
Industry Financial Services
Experience
Employee Fiduciary 2004 - Present
DailyAccess Corporation 1997 - 2003
Interra Financial 1996 - 1997
Northwest Airlines 1990 - 1996
Coopers & Lybrand Consulting 1987 - 1990
Deloitte Haskins & Sells 1985 - 1987
Skills
401k, TPA Services, Retirement, Investments, Pensions, Employee Benefits, Customer Service, Defined Benefit, Financial Advisory, Asset Allocation, TPA, Retirement Planning, Finance, Mutual Funds, ERISA, Auditing, Retirement Plan...
Education
The University of Chicago - Booth School of Business 1983 — 1984
Master of Business Administration (MBA), Finance
Yale University 1978 — 1982
Bachelor of Arts (BA), American Studies
Employee Fiduciary 2004 - Present
DailyAccess Corporation 1997 - 2003
Interra Financial 1996 - 1997
Northwest Airlines 1990 - 1996
Coopers & Lybrand Consulting 1987 - 1990
Deloitte Haskins & Sells 1985 - 1987
Skills
401k, TPA Services, Retirement, Investments, Pensions, Employee Benefits, Customer Service, Defined Benefit, Financial Advisory, Asset Allocation, TPA, Retirement Planning, Finance, Mutual Funds, ERISA, Auditing, Retirement Plan...
Education
The University of Chicago - Booth School of Business 1983 — 1984
Master of Business Administration (MBA), Finance
Yale University 1978 — 1982
Bachelor of Arts (BA), American Studies
Carminia Vilaseca Carminia Vilaseca's Employee Fiduciary Experience April 2015 - Present
Job Plan Administrator at Employee Fiduciary
Industry Financial Services
Experience
Employee Fiduciary April 2015 - Present
DailyAccess Corporation August 2009 - March 2015
Skills
Retirement, 401k, Mutual Funds, Retirement Planning, Investment Advisory, Pensions, Employee Benefits, Defined Benefit, Financial Services, Series 63, Investments, Asset Allocation
Education
University of South Alabama
Bachelor's Business Administration/ International Business
Employee Fiduciary April 2015 - Present
DailyAccess Corporation August 2009 - March 2015
Skills
Retirement, 401k, Mutual Funds, Retirement Planning, Investment Advisory, Pensions, Employee Benefits, Defined Benefit, Financial Services, Series 63, Investments, Asset Allocation
Education
University of South Alabama
Bachelor's Business Administration/ International Business
Josh Chancey's Employee Fiduciary Experience February 2012 - Present
Job Client Relationship Manager at Employee Fiduciary
Industry Financial Services
Experience
Employee Fiduciary February 2012 - Present
DailyAccess Corporation 2007 - 2012
DailyAccess Corporation December 2007 - December 2008
DailyAccess May 2007 - December 2007
Skills
Employee Benefits, Defined Contribution, Investments, 401k, Qualified Retirement..., Profit Sharing, Retirement, Customer Service, Mutual Funds, Retirement Planning, Pensions, CRM, Marketing, Sales Operations, Sales
Education
University of South Alabama 2003 — 2007
bs, Marketing
Wallace Community College 2001 — 2003
as, Drafting & Design Technology
Employee Fiduciary February 2012 - Present
DailyAccess Corporation 2007 - 2012
DailyAccess Corporation December 2007 - December 2008
DailyAccess May 2007 - December 2007
Skills
Employee Benefits, Defined Contribution, Investments, 401k, Qualified Retirement..., Profit Sharing, Retirement, Customer Service, Mutual Funds, Retirement Planning, Pensions, CRM, Marketing, Sales Operations, Sales
Education
University of South Alabama 2003 — 2007
bs, Marketing
Wallace Community College 2001 — 2003
as, Drafting & Design Technology
Lisa Tharp's Employee Fiduciary Experience October 2011 - Present
Job Client Services at Employee Fiduciary Corporation
Industry Financial Services
Experience
Employee Fiduciary October 2011 - Present
The Newport Group February 2005 - October 2011
Diversifed Investment Advisors October 1997 - February 2005
Dubuquue Bank & Trust May 1986 - October 1997
Education
Clarke University
BA, Business Adminstration
St. Ambrose University
MBA, Business
Employee Fiduciary October 2011 - Present
The Newport Group February 2005 - October 2011
Diversifed Investment Advisors October 1997 - February 2005
Dubuquue Bank & Trust May 1986 - October 1997
Education
Clarke University
BA, Business Adminstration
St. Ambrose University
MBA, Business
Brandy Turner, QKA's Employee Fiduciary Experience May 2009 - September 2011
Job Client Relationship Manager at The Retirement Advantage, Inc.
Industry Financial Services
Experience
The Retirement Advantage October 2014 - Present
It Works Global June 2013 - Present
Benefit Consultants, LLC September 2011 - August 2014
Employee Fiduciary May 2009 - September 2011
DailyAccess October 2008 - May 2009
Morgan Keagan Trust December 2006 - October 2008
Skills
Account Reconciliation, Accounting, Employee Benefits, Defined Contribution, 401k, Retirement, Human Resources, Microsoft Excel, Benefits Administration, Retirement Planning, Pension Administration, Pensions, Retirement Plan..., Qualified Retirement..., Process Improvement
Education
Faulkner University 2008 — 2009
Bachelor, Business Administration
Samford University 2002 — 2006
Accounting
Liberty University
Masters, Business Administration
The Retirement Advantage October 2014 - Present
It Works Global June 2013 - Present
Benefit Consultants, LLC September 2011 - August 2014
Employee Fiduciary May 2009 - September 2011
DailyAccess October 2008 - May 2009
Morgan Keagan Trust December 2006 - October 2008
Skills
Account Reconciliation, Accounting, Employee Benefits, Defined Contribution, 401k, Retirement, Human Resources, Microsoft Excel, Benefits Administration, Retirement Planning, Pension Administration, Pensions, Retirement Plan..., Qualified Retirement..., Process Improvement
Education
Faulkner University 2008 — 2009
Bachelor, Business Administration
Samford University 2002 — 2006
Accounting
Liberty University
Masters, Business Administration
Maggie Coate Walker's Employee Fiduciary Experience August 2009 - August 2011
Job Career Coach
Industry Primary/Secondary Education
Experience
Clarke County School District October 2013 - Present
State Farm Insurance August 2011 - September 2013
Employee Fiduciary August 2009 - August 2011
Spanish Fort First Baptist Daycare November 2004 - August 2009
Standard Furniture Manufacturing Company January 2001 - January 2002
Congressman Sonny Callahan (R January 1998 - January 1999
Skills
Payroll, Employee Benefits, Customer Service, Process Improvement, Account Reconciliation, Problem Solving/..., Self Starter, Proficient in MS Office..., Public Speaking, Advertising Sales, Direct Sales, Organizational..., Internal Communications, Program Management, Legislative Advocacy, Legislative Research, Marketing, Microsoft Office, Nonprofits
Education
University of Alabama 1993 — 1997
B.S. Business Management specifics, Healthcare Management
University of South Alabama
Master of Arts (MA), Elementary Education and Teaching
Clarke County School District October 2013 - Present
State Farm Insurance August 2011 - September 2013
Employee Fiduciary August 2009 - August 2011
Spanish Fort First Baptist Daycare November 2004 - August 2009
Standard Furniture Manufacturing Company January 2001 - January 2002
Congressman Sonny Callahan (R January 1998 - January 1999
Skills
Payroll, Employee Benefits, Customer Service, Process Improvement, Account Reconciliation, Problem Solving/..., Self Starter, Proficient in MS Office..., Public Speaking, Advertising Sales, Direct Sales, Organizational..., Internal Communications, Program Management, Legislative Advocacy, Legislative Research, Marketing, Microsoft Office, Nonprofits
Education
University of Alabama 1993 — 1997
B.S. Business Management specifics, Healthcare Management
University of South Alabama
Master of Arts (MA), Elementary Education and Teaching
Kim Rome's Employee Fiduciary Experience August 2009 - December 2014
Job Sales Representative at PlanTech
Industry Financial Services
Experience
PlanTech June 2015 - Present
Employee Fiduciary August 2009 - December 2014
CBIZ MHM, LLC August 2004 - August 2009
Skills
Customer Service, Manage Client..., Client Relations Skills, 401k, Retirement, Pensions, Retirement Planning, Employee Benefits, Retirement Plan..., Mergers & Acquisitions, 401k Rollovers, Qualified Retirement...
Education
Louisiana State University 1981 — 1985
B.A., History
PlanTech June 2015 - Present
Employee Fiduciary August 2009 - December 2014
CBIZ MHM, LLC August 2004 - August 2009
Skills
Customer Service, Manage Client..., Client Relations Skills, 401k, Retirement, Pensions, Retirement Planning, Employee Benefits, Retirement Plan..., Mergers & Acquisitions, 401k Rollovers, Qualified Retirement...
Education
Louisiana State University 1981 — 1985
B.A., History
Tiffany N. Wilson (work)'s Employee Fiduciary Experience August 2009 - Present
Job Payroll Processer at Employee Fiduciary Corporation
Industry Accounting
Experience
Employee Fiduciary August 2009 - Present
Education
Alabama State University 1999 — 2001
Mattie T. Blount High School 1996 — 1999
High School
Employee Fiduciary August 2009 - Present
Education
Alabama State University 1999 — 2001
Mattie T. Blount High School 1996 — 1999
High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY