EMPOWER Retirement

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EMPOWER Retirement Employees

Employee
Years
Job
Industry
Alyssa Fressle Alyssa Fressle Greater Denver Area Details
Alyssa Fressle's EMPOWER Retirement Experience December 2014 - Present
Job Implementation Analyst at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   December 2014 - Present
Fidelity Investments  August 2014 - December 2014
Fidelity Investments  January 2014 - August 2014
Quincy Insurance Agency, Inc.   October 2012 - September 2013
Boston College Women's Basketball   June 2010 - May 2012
University of Colorado Women's Basketball   June 2008 - May 2010

Skills
Brand Ambassadorship, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Spanish, French, Google Adwords, Wikis, Blog Marketing, Property & Casualty..., Social Media, Adobe Acrobat, Marketing Research, Data Entry, Data Analysis, Social Media Marketing, Adobe Creative Suite, Visio, Facebook, PowerPoint, Public Speaking

Education
Boston College   2010 — 2012
Bachelor of Science (B.S.), Marketing

University of Colorado at Boulder   2008 — 2010
Business, Management, Marketing, and Related Business Coursework

Jay Nix Jay Nix Tallahassee, Florida Area Details
Jay Nix's EMPOWER Retirement Experience June 2015 - Present
Job Retirement Counselor at Empower Retirement, City of Tallahassee
Industry Financial Services
Experience
EMPOWER Retirement   June 2015 - Present
Prudential Financial  August 2013 - June 2015
Hancock Bank  January 2013 - August 2013
VALIC  June 2008 - January 2013
Morgan Stanley Wealth Management  December 2006 - February 2008

Skills
Retirement, Retirement Planning, Series 7, 401k, Investment Strategies, Investment Selection, Financial Markets, Trusted Advisor, Insurance, Finance, Tax, Financial Advisory, Financial Risk, Employee Benefits, Wealth Management, Investments, Credit, Mutual Funds, Banking, Portfolio Management, Strategic Financial..., Risk Management, Loans, Mortgage Lending, Securities, Series 63, Financial Analysis, Financial Services, Credit Analysis, Investment Advisory, Asset Allocation, Series 6, IRAs, Uniform Combined State..., Financial Planning

Education
Florida State University   1983 — 1985
Bachelor of Science, Political Science, Summa Cum Laude

Ian Diffendaffer Ian Diffendaffer Phoenix, Arizona Area Details
Ian Diffendaffer's EMPOWER Retirement Experience August 2015 - Present
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   August 2015 - Present
Goldleaf Partners  January 2013 - August 2015
The Hartford  January 2011 - January 2013
The Hartford  July 2010 - December 2010
The Hartford  April 2006 - July 2010
The Hartford  May 2005 - May 2006
JPMorgan Chase  January 2005 - May 2005

Education
Western International University   2007 — 2010
MBA

Arizona State University - W. P. Carey School of Business   2000 — 2004
BS

Jerry Ahler Jerry Ahler Greater Chicago Area Details
Jerry Ahler's EMPOWER Retirement Experience June 1994 - Present
Job Sales Director at EmpowerRetirement
Industry Financial Services
Experience
EMPOWER Retirement   June 1994 - Present

Skills
401k, Retirement, Sales, Series 63, Investment Advisory, Defined Benefit, Asset Allocation, Pensions, Relationship Management, Investments, Mutual Funds, Insurance, Employee Benefits, Sales Operations, Retirement Planning, Management, Wealth Management, Series 7, Life Insurance, Retirement Plan..., Financial Services, Series 6, Investment Strategies, Disability Insurance, Financial Advisory, Fixed Annuities

Education
Arizona State University   1991 — 1994
B.S. -Marketing, Business

Arizona State University   1991 — 1994
Business, Management, Marketing, and Related Support Services

Pete Roberto Pete Roberto Greater Denver Area Details
Pete Roberto's EMPOWER Retirement Experience August 2014 - Present
Job Internal Sales Director Core Markets at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   August 2014 - Present
Great-West Financial  October 2013 - Present
Great-West  August 2011 - October 2013

Skills
Microsoft Word, Loans, Outlook, Investments, Residential Mortgages, 401k, Microsoft Excel, Sales, 403 b, Banking, Finance, Credit, 457 Plans, Customer Service, Qualified Retirement..., Account Management, Recruiting, Microsoft Office, Series 63, Mortgage Lending, Series 6, FINRA, Retirement Plan...

Education
Colorado State University
CSU Global, Business Administration and Management, General

Community College of Denver

Amanda Zwiener Amanda Zwiener Kansas City, Missouri Area Details
Amanda Zwiener's EMPOWER Retirement Experience August 2014 - Present
Job Communications Specialist at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   August 2014 - Present
JPMorgan Chase  March 2012 - August 2014
JPMorgan Chase & Co.   June 2004 - March 2012
Enterprise Rent-A-Car  July 2001 - March 2003
Dunham & Smith Agencies  September 1999 - July 2001

Skills
401k, Customer Service, Lotus Notes, Process Improvement, Series 6, PeopleSoft, Microsoft Office, Human Resources, Microsoft Excel, Customer Satisfaction, Call Center, Customer Relations, Incident Management, Word, Problem Solving, Excel, PowerPoint, Strategic Communications, Project Management

Education
Baker University   1992 — 1996
Bachelor of Arts, French and Secondary Education

Adam Juhn Adam Juhn Leawood, Kansas Details
Adam Juhn's EMPOWER Retirement Experience July 2015 - Present
Job Leveraging professional and educational experience to solve complex problems, identify opportunities, and analyze data
Industry Financial Services
Experience
Empower Retirement   July 2015 - Present
Empower Retirement   August 2014 - Present
Zimmer, Inc  November 2008 - August 2014
Hertz Local Edition  September 2007 - November 2008
ADT Security Services  June 2007 - September 2007

Skills
Sales, Customer Service, Account Management, Business Development, CRM, Analysis, Data Entry, Business Analysis, Marketing Strategy, Market Analysis, Market Research, Business Strategy, Strategic Planning, Sales Presentations, Time Management, Invoicing, Sales Management, Medical Devices, Inventory Management, Capital Equipment, Key Account Development, Accounts Receivable, Direct Sales, Salesforce.com, Surgical Device Sales, Surgical Technology, Surgical Instruments, Inventory Control, Logistics Management, Systems Analysis, Data Analysis, Operations Management, Team Leadership, Social Networking, Problem Solving, Communication, Customer Oriented, Organization, Purchase Orders, Project Management, Project Planning, Team Building, Team Management, Leadership, Marketing, Management, Financial Reporting

Education
Baker University   2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General

Kansas State University   2002 — 2007
Bachelor of Science (B.S.), Psychology

Cameron Eck Cameron Eck Greater Boston Area Details
Cameron Eck's EMPOWER Retirement Experience June 2015 - Present
Job Internal Sales Director at EMPOWER Retirement
Industry Investment Management
Experience
EMPOWER Retirement   June 2015 - Present
EMPOWER Retirement   November 2014 - June 2015
Putnam Investments  July 2014 - June 2015
The Boston Company Asset Management  June 2013 - August 2013
The Omerta Group  March 2013 - April 2013

Skills
401k, Microsoft Excel, Customer Service, Visio, Teamwork, Bloomberg Terminal, Microsoft Office, Financial Analysis, Sales

Education
Elon University - Martha and Spencer Love School of Business   2010 — 2014
Bachelor of Science (BS), Major: Finance; Minor: Accounting

Thayer Academy

Ray Sobczyk Ray Sobczyk Greater Denver Area Details
Ray Sobczyk's EMPOWER Retirement Experience March 2015 - Present
Job Editor
Industry Financial Services
Experience
EMPOWER Retirement   March 2015 - Present
EMPOWER Retirement/Great-West Financial   April 2014 - March 2015
Yahoo  November 2010 - February 2014
Longmont Times-Call  September 2007 - November 2010

Skills
Journalism, Editorial, Copy Editing, Editing, Blogging, Social Media, Publishing, Online Journalism, Newspapers, Magazines, Content Management, Web Content, Sports, Communication, Interaction

Education
Fort Lewis College   2003 — 2007
Bachelor's degree, English-Communications

Paul Gerling Paul Gerling Greater Denver Area Details
Paul Gerling's EMPOWER Retirement Experience March 2013 - Present
Job Internal Sales Director Core Market
Industry Financial Services
Experience
EMPOWER Retirement   March 2013 - Present
Great-West Retirement Services  November 2008 - March 2013
Great-West Retirement Services  November 2008 - January 2011
JPMorgan  June 2007 - November 2008
Starz Entertainment Group  July 2002 - January 2005
American Century Investments  1993 - 2002
The Limited  August 1991 - May 1992

Skills
401k, Business Analysis, Customer Service, Retirement Planning, Employee Benefits, IRAs, FINRA, Pensions, Insurance, Retail, Series 7, Investments, Roth IRA, Series 6, Process Improvement, Sales, Financial Services, Asset Management, Securities, Series 63, Project Management, Recruiting, Retirement, Fixed Annuities, Mutual Funds, Human Resources

Education
Kansas State University   1989 — 1991
Bachelor of Science (B.S.), Marketing/Marketing Management, General

Benedictine College   1987 — 1989
History

Rockhurst High School   1983 — 1986

St Josephs Grade School   1976 — 1982

Deb Goebel Deb Goebel Sioux Falls, South Dakota Area Details
Deb Goebel's EMPOWER Retirement Experience May 2006 - Present
Job Client Relationship Manager
Industry Financial Services
Experience
EMPOWER Retirement   May 2006 - Present
Wells Fargo Bank  January 1998 - April 2006
US Bank  2006 - 2006
Principal Financial Group  1984 - 1997

Skills
Retirement, 401k, Series 6, Retirement Planning, Mutual Funds, Pensions, Series 63, Wealth Management, Retirement Plan..., Asset Allocation, Employee Benefits, Investments, Series 7, ERISA, Fixed Annuities, IRAs, Defined Contribution

Education
Buena Vista University   1972 — 1974
Bachelor of Arts (B.A.), Health and Physical Education/Fitness, K-12

Erin Tull Erin Tull Englewood, Colorado Details
Erin Tull's EMPOWER Retirement Experience November 2014 - May 2015
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments  May 2015 - Present
EMPOWER Retirement   November 2014 - May 2015
Great-West Financial  September 2013 - November 2014
Jackson  September 2012 - September 2013
Jackson  March 2003 - August 2012
ING  June 2000 - March 2003
Poudre Fire Authority  January 1993 - June 2000

Education
Colorado State University   1990 — 1995
Interior Design

Southern Methodist University
General Studies

Christopher Noyes Christopher Noyes Andover, Massachusetts Details
Christopher Noyes's EMPOWER Retirement Experience January 2015 - Present
Job Retirement Consultant
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Putnam Investments  February 2014 - Present
Putnam Investments  May 2013 - February 2014
Putnam Investments  September 2012 - May 2013
Tewksbury Paint and Hardware   April 2006 - March 2013

Skills
Series 7, Series 63, Customer Service, Mutual Funds, Management, Investments, Microsoft Excel, Finance, Accounting, Portfolio Management, Lacrosse

Education
Assumption College   2008 — 2012
Bachelor of Arts, Economics

William Jeffries William Jeffries Overland Park, Kansas Details
William Jeffries's EMPOWER Retirement Experience September 2014 - Present
Job Vice President Operations
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
J.P. Morgan   April 2003 - September 2014
Accenture  1999 - 2003

Skills
Business Process..., Vendor Management, Business Analysis, Process Improvement, IT Strategy, Project Management, Enterprise Architecture, Coaching, Business Strategy, Team Leadership, Strategic Planning, Operations Management, Disaster Recovery, Data Analysis, Team Building, ITIL, Financial Modeling, Financial Services, Risk Management, Business Process..., Program Management

Education
Baker University
Master's degree, Business Administration and Management, General

Missouri State University
Bachelor's degree, Insurance and Risk Management

Derek Oscar Derek Oscar Greater Chicago Area Details
Derek Oscar's EMPOWER Retirement Experience September 2014 - Present
Job Sr Consultant at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
J.P. Morgan   May 2013 - September 2014
J.P. Morgan   July 2006 - May 2013
CCA Strategies  April 2005 - July 2006

Skills
Defined Benefit, Pensions, Benefits Administration, System Testing, Valuation, Oracle SQL Developer, Data Analysis, Data Entry, Customer Service, Quality Assurance, Microsoft Excel, Microsoft Word, Employee Benefits, Call Centers, ERISA, Pension Administration, Retirement, Financial Services, Leadership

Education
DePaul University

Jonathan Bonney Jonathan Bonney Greater Denver Area Details
Jonathan Bonney's EMPOWER Retirement Experience April 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
EMPOWER Retirement   April 2015 - Present
EMPOWER Retirement   August 2012 - April 2015
401k Advisors Intermountain   April 2010 - April 2012
The Standard  October 2007 - April 2010
Fiserv Trust Company  September 2006 - October 2007
REPTECH   August 2005 - September 2006

Skills
Mutual Funds, Investment Strategies, Deferred Compensation, Financial Markets, 401k, Retirement Planning, Investments, Retirement, Strategic Financial..., Wealth Management, Insurance, Investment Advisory, Portfolio Optimization, Asset Allocation, Relationship Management, Series 65, Defined Contribution, Qualified Retirement..., Financial Services, Asset Management, Retirement Plan...

Education
Creighton University   2001 — 2005
Bachelors

Jason Timko Jason Timko Greater New York City Area Details
Jason Timko's EMPOWER Retirement Experience April 2014 - Present
Job Regional Sales DirectorManhattan
Industry Financial Services
Experience
Empower Retirement   April 2014 - Present
Ascensus Retirement Services   June 2011 - March 2014
Paychex Retirement Services   February 2004 - May 2011

Skills
Retirement, Retirement Planning, Series 6, Series 63, 403 b, 401k, Mutual Funds, Retirement Plan..., Pensions, Life Insurance, Variable Annuities, Long Term Care Insurance, Insurance, Health Insurance, Life

Education
Clemson University - College of Business and Behavioral Science   1996 — 2000
Bachelor of Science (B.S.), Finance/Investments

University of Arkansas at Fayetteville   1994 — 1996
Financial Management/Investments, Financial Management

Kelly Staudenmyer Kelly Staudenmyer Kansas City, Missouri Area Details
Kelly Staudenmyer's EMPOWER Retirement Experience 2015 - Present
Job Marketing Manager at EMPOWER Retirement
Industry Marketing and Advertising
Experience
EMPOWER Retirement   2015 - Present
J.P. Morgan Retirement Plan Services   2009 - 2014
American Century Investments  2004 - 2008
Sprint  2000 - 2004
American Century  1997 - 2000
US Central  1985 - 1997

Skills
Mutual Funds, Marketing, Management, Strategy, Business Planning, Project Management, Budgets, Series 63, Program Management, 401k, Investments, Series 6, Asset Managment, Series 7, Sales, Lead Generation, Product Marketing, Executive Management, Segmentation, Competitive Analysis, Leadership, Relationship Management, Strategic Planning, Investment Management, Portfolio Management, Asset Allocation, Investment Strategies, Alternative Investments, Banking, CRM, Finance, Business Development, Retirement, Analytics, Email Marketing, Training, Wealth Management, Product Management, Strategic Financial..., Securities, Risk Management, Retirement Planning, Market Research, Equities, Investment Advisory, Hedge Funds, Pensions, Vendor Management, Mergers & Acquisitions, Financial Analysis

Education
Avila University
BSBA, Marketing

University of Missouri-Kansas City
Certification, Professional Direct Marketing

University of Wisconsin-Madison
Certification, Management

Justin Camisa Justin Camisa Greater Denver Area Details
Justin Camisa's EMPOWER Retirement Experience February 2014 - Present
Job Internal Sales Director Core Market at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   February 2014 - Present
Littleton High School  October 2013 - Present
Great-West Financial  October 2012 - February 2014
Great-West Financial  March 2012 - October 2012
Great-West Financial  August 2010 - March 2012
NeighborWorks America  June 2009 - September 2009

Skills
PowerPoint, Event Planning, Customer Service, Community Outreach, Research, Mutual Funds, 401k, Microsoft Excel, Data Analysis, Series 63, Community Development, Leadership, Analysis, Series 7, Insurance, Series 6

Education
Arizona State University   2006 — 2010
Bachelor of Science, Political Science

Jonathan Ziegler Jonathan Ziegler Greater Milwaukee Area Details
Jonathan Ziegler's EMPOWER Retirement Experience November 2014 - Present
Job Retirement Specialist at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   November 2014 - Present
Greater Milwaukee   May 2014 - Present
JPMorgan Chase  February 2010 - June 2014
Assurant Health  November 2007 - November 2009
JPMorgan Chase  January 2005 - November 2007
JPMorgan Chase  January 2003 - November 2004

Skills
Customer Service, Series 6, Series 63, Mortgage Underwriting, Analysis, Leadership, Job Coaching, Home Equity, Mortgage Lending, Research, Radio Host, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, English, Public Speaking, Negotiation, Windows, Access, Editing, Home Equity Loans, Home Equity Lines of..., Collections, Music Industry, Radio Programming, Music Production, Press Releases, Musicians, Studio Recording, Musical Instruments, Bass Guitar, Guitar, Social Media, Event Planning

Education
Cardinal Stritch University   2010 — 2012
Bachelor of Science, Business Management

UW Milwaukee   1994 — 1997
Biology, Geology

Emily Lockwood Emily Lockwood Madison, Wisconsin Details
Emily Lockwood's EMPOWER Retirement Experience June 2015 - Present
Job Client Relationship Director at EmpowerRetirement
Industry Financial Services
Experience
EMPOWER Retirement   June 2015 - Present
EMPOWER Retirement   January 2006 - Present
Nationwide Retirement Solutions  January 2001 - December 2005
Nationwide Retirement Solutions  January 2000 - December 2000

Skills
Mutual Funds, Retirement Planning, Investments, Retirement, Series 63, Financial Analysis, Financial Services, Employee Benefits, 401k, Risk Management, Portfolio Management, Securities, Public Speaking, Leadership, Sales

Education
Cardinal Stritch University   1999 — 2002
Master of Arts (M.A.), Business Administration and Management, General

University of Wisconsin-Madison   1994 — 1998
Bachelor of Arts (B.A.), Psychology

Doug Schwab Doug Schwab Orange County, California Area Details
Doug Schwab's EMPOWER Retirement Experience September 2014 - Present
Job Relationship Manager
Industry Investment Management
Experience
EMPOWER Retirement   September 2014 - Present
J.P. Morgan   January 2013 - August 2014
PIMCO  March 2008 - January 2013
Fidelity Investments  December 2005 - February 2008
Ameriprise Financial  May 1998 - December 2005
Hewitt Associates  February 1987 - April 1998
Arthur Andersen & Co.   January 1984 - January 1987

Skills
Asset Allocation, Retirement, Series 63, Series 7, Wealth Management, Investments, Mutual Funds, Asset Managment, Pensions, 401k, Alternative Investments, Retirement Planning, Asset Management, Investment Strategies, Investment Advisory, Investment Management

Education
Illinois State University   1980 — 1984
B.S., Accounting & Business Administration

Walter Selby IV Walter Selby IV San Francisco Bay Area Details
Walter Selby IV's EMPOWER Retirement Experience December 2014 - Present
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   December 2014 - Present
The companies of OneAmerica®   August 2011 - December 2014
The Standard  February 2008 - July 2011
Morgan Stanley  May 2007 - January 2008

Education
California State University-Chico
Business, Finance and International Business

Amsterdam University of Applied Sciences
International Finance

Tecnológico de Monterrey

Meghan McGuire, CRPS® Meghan McGuire, CRPS® Greater Denver Area Details
Meghan McGuire, CRPS®'s EMPOWER Retirement Experience May 2015 - Present
Job Associate Sales Director at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   May 2015 - Present

Skills
Series 63, Series 7, Retirement, 401k, Alternative Investments, Asset Allocation, Asset Management, Financial Services, Investment Advisory, Relationship Management, Investments, Mutual Funds, Retirement Planning, Securities, Series 6, Training, Wealth Management

Education
Colorado State University   2011 — 2013
Business Management

St. Cloud State University   1997 — 1999
Science

Jeff Baughman Jeff Baughman Greater Denver Area Details
Jeff Baughman's EMPOWER Retirement Experience February 2011 - Present
Job 401(k) Client Service Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   February 2011 - Present
Great-West Life and Annuity Insurance Company  March 2009 - May 2011
Great-West Life and Annuity Insurance Company  April 2008 - March 2009
Great-West Life and Annuity Insurance Company  July 2007 - April 2008
Nationstar Mortgage  August 2006 - June 2007
Murray Motor Imports (A.K.A. Denver Mercedes & BMW   May 2006 - September 2006
State of Colorado  January 2006 - April 2006
Kuni Lexus  March 2001 - September 2004

Skills
Mutual Funds, FINRA, Retirement, Financial Services, Series 6, 401k, Relationship Management, Asset Allocation, Salesforce.com, Loans, Client Services, Employee Benefits, Finance, Fixed Annuities, Insurance, Investment Advisory, Investments, Pensions, Retirement Planning, Securities, Strategic Financial...

Education
Colorado State University   2002 — 2006
BA, Political Science & Anthropology

Ryan Todd Ryan Todd Kansas City, Missouri Area Details
Ryan Todd's EMPOWER Retirement Experience September 2014 - Present
Job Lead Technology Architect at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
JPMorgan Chase  2003 - September 2014
American Century Investments  October 1993 - May 2003
Universal Group Underwriters, LLC  1991 - 1993
Andersen Consulting (Accenture)   1989 - 1991

Skills
Financial Services, Requirements Analysis, SDLC, Enterprise Architecture, Mutual Funds, Business Analysis, DB2, Vendor Management, Requirements Gathering, Visio, Data Warehousing, Agile Methodologies, IT Strategy, Software Project..., Business Requirements, SOA

Education
Baker University   1992 — 1994
MBA, Finance, General

Baker University   1986 — 1989
B.S. Business, Finance and Economics

Maggie Crawley (Simon) Maggie Crawley (Simon) Greater Denver Area Details
Maggie Crawley (Simon)'s EMPOWER Retirement Experience August 2014 - Present
Job Junior RetirementRepresentative Empower Retirement, Great West Financial
Industry Consumer Services
Experience
Empower Retirement   August 2014 - Present
J.P. Morgan Asset Management   April 2014 - August 2014
American Income Life  June 2013 - September 2013
Jefferson Hills Corporation   2009 - 2013
University of Denver  September 2008 - June 2009
D&W Fresh Market  June 2008 - August 2008
Alma College  September 2006 - April 2008

Skills
Life Insurance, Insurance, Customer Service, Mental Health, Juveniles, Supervisory Skills, Residential Treatment, Call Centers

Education
Alma College   2004 — 2008
Bachelor of Arts (B.A.), Psychology

North Muskegon High School   2000 — 2004
High School Diploma

Matthew Monroe Matthew Monroe Greater Boston Area Details
Matthew Monroe's EMPOWER Retirement Experience January 2015 - Present
Job Retirement Plan Sales; Owner/President Two Story Homes, Inc.
Industry Real Estate
Experience
EMPOWER Retirement   January 2015 - Present
HomeVestors - Two Story Homes, Inc.   January 2015 - Present
Proactive Realty   March 2015 - Present
Putnam Investments  October 2011 - January 2015
Sovereign Bank  March 2011 - October 2011
Sun Life Financial  September 2008 - March 2011
Sun Life Financial  September 2005 - September 2008

Skills
Retirement Planning, Series 63, Series 7, Mutual Funds, Fixed Annuities, Investments, Series 6, 401k, Retirement, Securities, Sales, Real Estate, Real Estate Investor, Real Estate Transactions, Real Estate Financing, Real Estate Development, Single Family Homes, Condos, Multi Family Properties, Investment Properties, HUD, Landlords, Buyers, Sellers, First Time Home Buyers

Education
Bryant University   2001 — 2005
Bachelor of Science, Finance

Charles McKenna Charles McKenna Greater Boston Area Details
Charles McKenna's EMPOWER Retirement Experience June 2015 - Present
Job Senior Plan Services Account Manager, Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   June 2015 - Present
Tuna Helper Charters   May 2002 - Present
Xerox  March 2007 - July 2014
New York Life Investment Management  2005 - 2007
Liberty Funds Group  1998 - 2002
The One Group  1995 - 1998

Skills
401k, Insurance, Pensions, Process Improvement, Employee Benefits, Vendor Management, Mutual Funds, Asset Managment, Investments, Retirement, Relationship Management, Equities, Business Analysis, Benefits Administration, Defined Benefit, Asset Management, Personal Financial..., Financial Services, Mergers & Acquisitions, Client Services, Customer Support

Education
Boston University   1986 — 1990

Derrick Bordeleau Derrick Bordeleau Greater Milwaukee Area Details
Derrick Bordeleau's EMPOWER Retirement Experience April 2015 - Present
Job Senior Client Service Manager at EMPOWER Retirement and Graduate Student at UWWhitewater
Industry Financial Services
Experience
Empower Retirement   April 2015 - Present

Education
University of Wisconsin-Whitewater   2015 — 2017
Master of Business Administration (M.B.A.), Finance

International College of Management Sydney ATF ICTHM Trust   2011 — 2011
Study Abroad, Sports Management

Wisconsin Lutheran College   2008 — 2011
Bachelor of Arts, Business Administration

John Sarbello John Sarbello Wayne, Pennsylvania Details
John Sarbello's EMPOWER Retirement Experience October 2014 - Present
Job Retirement Education Counselor
Industry Financial Services
Experience
EMPOWER Retirement   October 2014 - Present
Vanguard  October 2011 - October 2014

Skills
Microsoft Office, Customer Service, Financial Analysis, Microsoft Excel, Research, Microsoft Word, Mutual Funds, Investments, CRM, Series 63

Education
Villanova University   2012 — 2016
Master of Business Administration (M.B.A.)

Franklin & Marshall College   2002 — 2006
Bachelor of Arts (BA), Neuroscience

Daniel Mattson Daniel Mattson West Suffield, Connecticut Details
Daniel Mattson's EMPOWER Retirement Experience June 2014 - Present
Job Relationship Manager Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   June 2014 - Present
Great-West Financial  May 2014 - January 2015
MassMutual Financial Group  January 2013 - May 2014
The Hartford  January 2011 - December 2012
The Hartford  January 2005 - December 2010
The Hartford  January 2004 - December 2005
The Hartford  January 2003 - December 2005

Skills
Series 63, Mutual Funds, Retirement, 401k, Series 6, Series 7, Retirement Planning, Insurance, Investments, Fixed Annuities, Pensions, Relationship Management

Education
Johnson & Wales University Providence, RI   1999 — 2003
Bachelor's degree, Finance and Financial Management Services

Central Queensland University   2002 — 2002
Study, International Business/Trade/Commerce, Australia, Australia

Dalton Adams Dalton Adams Littleton, Colorado Details
Dalton Adams's EMPOWER Retirement Experience October 2009 - Present
Job Director, Plan Services at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   October 2009 - Present
Great-West Financial  August 2006 - September 2009
Great-West Financial  January 2004 - July 2006
Great-West Financial  January 2001 - December 2003
Great-West Financial  March 1998 - December 2000
Great-West Financial  January 1995 - February 1998
Great-West Financial  September 1994 - December 1994
First Trust Corporation  July 1992 - August 1994
First Trust Corporation  May 1991 - August 1992
FirstBank  May 1990 - August 1990

Skills
Retirement, 401k, 403 b, IRAs, Team Management, Change Management, Project Leadership, Process Improvement, Budget Setting, Series 26, Series 6, Financial Services, Relationship Management, ERISA, Securities, Asset Allocation, Portfolio Management, Mutual Funds, Variable Annuities, Life Insurance, Leadership Development..., Business Strategy, Business Analysis, Finance, Call Centers

Education
Colorado State University   1987 — 1991
Bachelor's Degree, Finance and Financial Management Services

Arvada West High School   1984 — 1987
High School

Anne Strine Anne Strine Richmond, Virginia Area Details
Anne Strine's EMPOWER Retirement Experience May 2014 - Present
Job Client Relationship Director at GreatWest Financial
Industry Banking
Experience
EMPOWER Retirement   May 2014 - Present
Altria  August 2011 - October 2013
SunTrust Bank  January 1997 - August 2011
Mercer  May 1987 - December 1996

Skills
QKA, Qualified 401k..., Selling, 401k, Benefits Administration, Retirement, Employee Benefits, Vendor Management, Retirement Planning, Pensions, Financial Services, Defined Benefit, Defined Contribution, Strategic Financial..., Management, Analysis, Program Management, Relationship Management, Investments, Mutual Funds, Insurance, Risk Management, Process Improvement

Education
Capital University   1981 — 1985
BA, Statistics, Anthropology, Magna cum laude

Dorian Herriges Dorian Herriges Greater Milwaukee Area Details
Dorian Herriges's EMPOWER Retirement Experience February 2015 - Present
Job Customer Service Associate at PNC Financial Services
Industry Financial Services
Experience
EMPOWER Retirement   February 2015 - Present
Little Lambs Child Development Center   January 2009 - Present
PNC Financial Services  September 2011 - January 2015
Blockbuster  June 2007 - April 2011

Education
Wisconsin Lutheran College   2011 — 2012
BS, Business and Leadership

Hickey College   2007 — 2008
Associate of Arts (AA), Graphic Design

Bryan Edmundson Bryan Edmundson Denver, Colorado Details
Bryan Edmundson's EMPOWER Retirement Experience November 2014 - Present
Job Head of Sales, Retirement Education Solutions unit at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   November 2014 - Present
Great-West Financial  July 2011 - Present
Great-West Retirement Services  September 2009 - June 2011
Great-West Retirement Services  August 2006 - September 2009
Great-West Retirement Services  2000 - 2006

Skills
Program Management, Management Consulting, Strategic Planning, Change Management, Mergers, Sales Management, Product Management, Operations Management, Financial Services, CRM, Product Development, Management, Business Development, PMO, Investments, Finance, Leadership, Process Improvement, Mergers & Acquisitions

Education
Indiana University - Kelley School of Business   2010 — 2012
M.S.

University of Colorado at Denver   2006 — 2008
MBA

University of Colorado   1995 — 1999
B.S.

Amanda Schmitz Amanda Schmitz Greater Milwaukee Area Details
Amanda Schmitz's EMPOWER Retirement Experience May 2015 - Present
Job Implementation Analyst
Industry Financial Services
Experience
EMPOWER Retirement   May 2015 - Present
U.S. Bank   November 2012 - April 2015
Northwestern Mutual  November 2011 - November 2012
Trane  August 2010 - August 2011
Trane  May 2008 - August 2010

Skills
Microsoft Office, Customer Service, Recruiting, PowerPoint

Education
University of Wisconsin-La Crosse   2006 — 2010
Bachelor of Science, Finance and Marketing

Copenhagen Business School
Marketing

Percy Monroe, CEP Percy Monroe, CEP Boston, Massachusetts Details
Percy Monroe, CEP's EMPOWER Retirement Experience September 2015 - Present
Job Internal Sales Director at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   September 2015 - Present
Financial Engines  July 2014 - September 2015
Fidelity Investments  January 2013 - June 2014
Fidelity Investments  March 2010 - January 2013
John Hancock Life Insurance Company (U.S.A.)   March 2009 - May 2010
Fidelity Investments  April 2007 - March 2009

Education
Fitchburg State University

Cape Cod Community College

Chris Ryther Chris Ryther Sacramento, California Area Details
Chris Ryther's EMPOWER Retirement Experience February 2015 - Present
Job Plan Services Account Manager at GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement   February 2015 - Present
Great-West Financial  September 2014 - February 2015
Great-West Financial  May 2013 - September 2014
MassMutual Financial Group  November 2011 - May 2013
Exel  March 2010 - August 2011
Exel  January 2008 - March 2010
State Hornet   September 2005 - January 2007
California State University, Sacramento  September 2005 - December 2006
Monroe Community College  August 1998 - June 2006
Eckerd  August 1997 - January 2000

Skills
Sales, Insurance, Analysis, Employee Benefits, Customer Relations, Process Improvement, Fixed Annuities, Operations Management, Distribution Center..., Microsoft Excel, Customer Service, 401k

Education
California State University-Sacramento   2005 — 2007
BS, Business Management, International Business with a Minor in Economics

Monroe Community College   2000 — 2004
AS, International Business

Pittsford-Mendon High School

Jason Sherry, MFIN Jason Sherry, MFIN Greater Milwaukee Area Details
Jason Sherry, MFIN's EMPOWER Retirement Experience April 2012 - Present
Job Account Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   April 2012 - Present
EMPOWER Retirement   January 2012 - April 2012
University of Wisconsin (UW) Credit Union   May 2010 - March 2011
Edward Jones  June 2009 - February 2010
J.F. Ahern Fire Protection   2004 - 2008
Environmental Structures   2001 - 2004

Skills
Microsoft Office, Financial Analysis, Budgets, Process Improvement, Project Management, Customer Service, Strategic Planning, Team Building, Microsoft Excel, Leadership, Finance, Training, Financial Modeling, Financial Accounting, Portfolio Management, Retirement Plan..., Investment Management, Capital Budgeting, Sales & Business..., Derivative Securities, Futures Trading, Highly Regulated..., IRS audit management, DOL audit management, ERISA, Participant loans, Compliance, Plan document operations, Series 6, Series 7

Education
Penn State University   2014 — 2015
Master’s Degree, Finance (MFIN), 3.87

Harvard University   2013 — 2014
Master of Finance preparatory courses

Cardinal Stritch University   2009 — 2013
BSBA, Business Management

ITT Technical Institute   1999 — 2001
A.A.S., CAD Technology

Joe Carew,CIMA® Joe Carew,CIMA® Greater New York City Area Details
Joe Carew,CIMA®'s EMPOWER Retirement Experience August 2009 - Present
Job Regional Sales Director at EMPOWER Retirement
Industry Investment Management
Experience
EMPOWER Retirement   August 2009 - Present
John Hancock Financial Services  July 2006 - August 2009
The Hartford  2003 - 2006

Skills
Retirement, 401k, Retirement Planning, Investments, Behavioral Finance, Business Planning, Competitive Analysis, Defined Benefit, ERISA, Series 7, Investment Advisory, Series 63

Education
American University - Kogod School of Business   1989 — 1991
Master of Business Administration (M.B.A.), Finance, General

State University of New York College at Plattsburgh   1984 — 1988
BS, Psychology, Political Science

Adam Rutherford Adam Rutherford Kansas City, Missouri Area Details
Adam Rutherford's EMPOWER Retirement Experience September 2014 - Present
Job National Retirement Specialist at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
J.P. Morgan Asset Management   March 2013 - September 2014
J.P. Morgan Asset Management   January 2012 - March 2013
J.P. Morgan Asset Management   May 2006 - December 2011
Smith Barney  May 2004 - August 2005

Skills
Financial Education, Content Development, Series 7, Investments, Mutual Funds, Financial Services, Alternative Investments, Equities, Asset Managment, Financial Modeling, Financial Analysis, Asset Allocation, Capital Markets, Series 63, Series 65, MBA, Microsoft Excel, Modeling, Public Speaking, Spreadsheets

Education
Columbia University - Columbia Business School   2010 — 2012
MBA, Business

University of Missouri-Columbia, College of Business   2002 — 2006
BSBA, Finance & Real Estate

Daniel Carey Daniel Carey Greater Boston Area Details
Daniel Carey's EMPOWER Retirement Experience January 2015 - Present
Job Client Service Manager at Empower Retirement (same position, new company name)
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Putnam Investments  August 2014 - December 2014
Based in the greater Boston, north shore, metro-west and southern NH areas. Will travel for company.   January 2014 - August 2014
Mercer  July 2005 - December 2013
Putnam Investments  May 1997 - June 2005
Fidelity Investments  April 1995 - May 1997
Equifax  March 1992 - April 1995
Calvin Klein  January 1990 - February 1992

Skills
401k, Defined Contribution, Defined Benefit, Microsoft Excel, Team Leadership, Community Service, MS Access, MS Word, CRM, Alternative Investments, ERISA, Account Reconciliation, Microsoft Word, Mutual Funds, Data Analysis, Series 7, Series 6, Finance, Series 63, Human Resources, Strategic Financial..., Internal Controls, Pensions, Recruiting, Benefits Administration, Databases, Administration, Retirement, Process Improvement, Variance Analysis, Investments, Securities, Access, Internal Audit, Employee Benefits, Relationship Management, Budgets, Investment Management, Retirement Plan..., Financial Services, Asset Management, Risk Management, Fundraising, Financial Modeling, Business Analysis, Pension Administration, Financial Analysis, Financial Planning

Education
Bentley University
Pension and Employee Benefits Certificate, Benefits, 3.0

University of Massachusetts, Amherst
BS, Math Actuarial Science

Chris Goodrow Chris Goodrow Overland Park, Kansas Details
Chris Goodrow's EMPOWER Retirement Experience February 2010 - Present
Job Implementation Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   February 2010 - Present
EMPOWER Retirement   February 2010 - Present

Skills
Financial Analysis, Loans, Portfolio Management, Fixed Income, Credit, Equities, Derivatives, Banking, Mortgage Lending, Risk Management, Credit Analysis, Investment Banking

Education
Baker University
Master of Business Administration (MBA), Business

Fort Hays State University
Bachelor's of Science, Mathematics and Computer Science

Stacey Kmetiuk Stacey Kmetiuk Greater Denver Area Details
Stacey Kmetiuk's EMPOWER Retirement Experience October 2013 - Present
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   October 2013 - Present
Great-West Financial  October 1997 - September 2013

Skills
401k, Mutual Funds, Retirement Planning, Series 6, Retirement, IRAs, Wealth Management, Retirement Plan..., Investment Advisory, Securities, FINRA, Investments, Pensions, Asset Allocation, Relationship Management, Financial Services, Investment Strategies, Qualified Retirement..., Financial Advisory, Defined Benefit, Defined Contribution, Fixed Annuities, ERISA, Life Insurance, Variable Products, Series 63

Education
Colorado State University
Bachelor of Business Administration (BBA), Finance, General

Arturo Gonçalves Arturo Gonçalves Englewood, Colorado Details
Arturo Gonçalves's EMPOWER Retirement Experience December 2012 - Present
Job 401(k) Client Services Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   December 2012 - Present
EMPOWER Retirement   April 2012 - December 2012
EMPOWER Retirement   January 2011 - April 2012
EMPOWER Retirement   May 2009 - December 2010
Outback Steakhouse  2002 - 2010
Primerica  January 2004 - January 2005

Skills
Series 6, Customer Service, Insurance, Sales, Customer Satisfaction, Series 63, Strategic Financial..., 401k, Financial Services, Microsoft Excel, Outlook, Account Management, Call Centers, Relationship Management, CRM, Investments, Retirement, FINRA, Retirement Planning, Employee Benefits, Financial Analysis

Education
Colorado State University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, 3.7

Community College of Denver   2003 — 2007
Associate degree, general studies; Business Administration

Grandview High School   2000 — 2003
High School Diploma

Moises Flores Moises Flores Chicago, Illinois Details
Moises Flores's EMPOWER Retirement Experience April 2013 - Present
Job Retirement Plan Counselor
Industry Financial Services
Experience
EMPOWER Retirement   April 2013 - Present
Citibank  March 2012 - April 2013
JPMorgan Chase  June 2011 - February 2012
JPMorgan Chase  May 2006 - June 2011

Skills
Consumer Lending, Mortgage Lending, Retail Banking, Loans, Loan Origination, Branch Banking, Retirement Planning, Residential Mortgages, Securities, Financial Services, Lines Of Credit, Home Equity Loans

Education
DePaul University   2003 — 2005

Russell Barnett Russell Barnett Kansas City, Missouri Area Details
Russell Barnett's EMPOWER Retirement Experience August 2014 - Present
Job Investment Strategist, Investment Services Group at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   August 2014 - Present
J.P. Morgan Retirement Plan Services   May 2004 - August 2014
J.P. Morgan Retirement Plan Services   2002 - 2004
J.P. Morgan/American Century Retirement Plan Services   2000 - 2002

Skills
Investments

Education
Baker University   1993 — 1997
Bachelor of Science, Psychology

Rebeccah Kocak Rebeccah Kocak Greater Boston Area Details
Rebeccah Kocak's EMPOWER Retirement Experience March 2014 - Present
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   March 2014 - Present
Retirement Alliance, Inc.   September 2010 - February 2014
Various Yoga Studios  April 2009 - September 2010
ADP  November 1999 - January 2009
Scudder Investments  1999 - 2009
Investors Bank & Trust  October 1998 - November 1999
The Kraematon Group   February 1997 - October 1998

Skills
FINRA Series 65, 401k, Mutual Funds, Defined Contribution, Series 63, Retirement, Series 6, ERISA, Series 7, Pensions, Investments, Defined Benefit, Retirement Plan..., Retirement Planning, Wealth Management, Financial Services, Management, Relationship Management, Employee Benefits

Education
Merrimack College   2002 — 2003
Certificate of Advanced Financial Planning

Bentley University   1993 — 1997
BS, Economics/Finance

Stoneham High

Jaime Petricca Jaime Petricca Boston, Massachusetts Details
Jaime Petricca's EMPOWER Retirement Experience January 2015 - July 2015
Job Regional Consultant at Congress Asset Management
Industry Financial Services
Experience
Congress Asset Management  July 2015 - Present
EMPOWER Retirement   January 2015 - July 2015
Putnam Investments  May 2014 - January 2015
Vendini  January 2013 - April 2014
Vendini  February 2012 - January 2013
The Space Music & Arts Venue   June 2011 - September 2011
Soundwave Management   June 2011 - September 2011

Skills
Retirement, Salesforce.com, Cold Calling, Series 7, Series 63, Market Research, PowerPoint, Financial Services, Life Insurance, Microsoft Excel, Microsoft Office, Marketing, Account Management, Finance, Outlook, Business Development, Press Releases, Social Media Marketing

Education
Bentley University   2008 — 2012
Bachelor of Science, Economics-Finance

Farmington High School   2004 — 2008

Kyle Forrester Kyle Forrester Boston, Massachusetts Details
Kyle Forrester's EMPOWER Retirement Experience April 2014 - Present
Job Internal Sales Director at Empower Retirement
Industry Investment Management
Experience
EMPOWER Retirement   April 2014 - Present
Putnam Investments  November 2013 - April 2014
ESPN  December 2012 - July 2013
Innovative Discovery  May 2010 - November 2012

Skills
Litigation Support, Microsoft Office, Customer Service, Document Review, Microsoft Excel, Public Speaking, Salesforce.com, Document Management, Litigation, Digital Media, Social Networking, Investments

Education
Fordham University   2008 — 2012
Bachelor's degree, Communication and Media Studies

Gonzaga High School   2004 — 2008

Kiley Billiet Kiley Billiet Greater Denver Area Details
Kiley Billiet's EMPOWER Retirement Experience August 2015 - Present
Job Yoga Instructor at Ascent Physical Theraphy
Industry Public Relations and Communications
Experience
Empower Retirement   August 2015 - Present
Ascent Therapy Clinics   July 2015 - Present
Principal Financial Group  April 2015 - Present
Principal Financial Group  February 2014 - Present
Power Life Yoga  April 2015 - July 2015
Lincoln Park Zoo  March 2013 - June 2013
Lettuce Entertain You Restaurants  September 2012 - April 2013
Oneota Golf and Country Club   March 2005 - August 2011

Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Mac OS, Safari, Internet Explorer, Apple, Organization, Public Speaking, Communication, Outlook, Vocus, Public Relations, Fundraising, Social Media, Customer Service, Market Planning, Event Planning, Press Releases, Writing, Retail, Marketing Research, Advertising, Leadership

Education
DePaul University   2011 — 2013
Bachelor of Arts (B.A.), Communication Studies

CIMBA   2011 — 2011
Communication Studies, International Business

University of Iowa   2009 — 2011
Bachelor of Arts (B.A.), Communication Studies

Jared Polster., MBA Jared Polster., MBA Greater Denver Area Details
Jared Polster., MBA's EMPOWER Retirement Experience April 2015 - Present
Job Retirement Representative at EMPOWER Retirement
Industry Sports
Experience
EMPOWER Retirement   April 2015 - Present
Great-West Financial  September 2014 - April 2015
J.P. Morgan   March 2014 - August 2014
Chatfield Senior High School  July 2013 - November 2013
Domann & Pittman Sports Management and Pro Football Camp   January 2013 - July 2013
Adams State University Athletic Department   August 2011 - December 2011

Skills
Event Management, Public Speaking, Sports Management, PowerPoint, Recruiting, Higher Education, Time Management, Microsoft Excel, Leadership Development, Presentations, Team Leadership, College Football, Work Effectively, Microsoft Word, Qualified Retirement..., Customer Service, Sports

Education
Adams State University   2010 — 2013
Master of Business Administration (MBA), Leadership, 3.75

Adams State College   2008 — 2012
Bachelor's degree, 3.9

Austin Segerstrom Austin Segerstrom Greater Denver Area Details
Austin Segerstrom's EMPOWER Retirement Experience March 2015 - June 2015
Job RFP Response SpecialistMarketing at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   March 2015 - June 2015
Great-West Financial  March 2013 - March 2015
IKEA Group  January 2014 - September 2014
Bank of the West  August 2012 - March 2013
Bank of the West  May 2010 - August 2012
Darden Restaurants  January 2012 - July 2012

Skills
Banking, Consumer Lending, Deposits, Cross Selling, Lines Of Credit, Credit, Retail Banking, Loans, Small Business Lending, Teller Operations, Commercial Banking, Customer Service, 10 Key, Commercial Lending, Aviation, Private Pilot

Education
Colorado State University-Global Campus   2014 — 2016
Bachelor's Degree, Marketing

Des Moines Area Community College   2010 — 2012

Faith Baptist Bible College and Theological Seminary   2009 — 2010

Robert Davies MBA Robert Davies MBA Kansas City, Missouri Area Details
Robert Davies MBA's EMPOWER Retirement Experience May 2015 - Present
Job Business Process Analyst at Empower Retirement
Industry Telecommunications
Experience
Empower Retirement   May 2015 - Present
KC Prime Soccer Club   January 2014 - Present
Ericsson  January 2015 - May 2015
Bulldog Logistics   October 2014 - March 2015
Sprint Nextel  November 2012 - October 2014
Ericsson  October 2009 - November 2012
Sprint  January 2007 - August 2010
Sprint  January 2005 - January 2007
Sprint Nextel  2003 - October 2005
Sprint  2001 - 2003

Skills
CDMA, Wireless, Network Engineering, SS7, Process Improvement, Telecommunications, Planning, Vendor Management, Budgeting, Strategic Planning, Team Leadership, Network Design, VoIP, DWDM, Switches, Transmission, Microwave, Network Optimization, Cross-functional Team..., Computer Network..., 4G, Project Planning, Networking, Budgets, LTE

Education
Avila University   2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.75

Avila University   1995 — 2000
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3.0

Thomas Fleming Thomas Fleming New York, New York Details
Thomas Fleming's EMPOWER Retirement Experience August 2015 - Present
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   August 2015 - Present
Voya Financial  June 2012 - August 2015
ING U.S.   June 2010 - July 2012
ING U.S.   2008 - November 2010
CitiStreet  2005 - 2008

Education
Edinboro University of Pennsylvania   1996 — 1999
BA, Communications

Brian Kwiatkowski Brian Kwiatkowski Indianapolis, Indiana Area Details
Brian Kwiatkowski's EMPOWER Retirement Experience March 2004 - Present
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   March 2004 - Present
OneAmerica  December 1998 - March 2004

Skills
Management, Mutual Funds, Retirement, ERISA, Retirement Planning, CRM, Insurance, 401k, Series 63, Pensions, Project Management, Defined Benefit, Series 6, Microsoft Excel, Team Building, Retirement Plan...

Education
Indiana University - Kelley School of Business   1990 — 1996
BS, Finance, Economics

Portage High School

Peter Kapinos Peter Kapinos Greater Boston Area Details
Peter Kapinos's EMPOWER Retirement Experience January 2015 - Present
Job Acquisition Marketing at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present

Education
Boston University   1985 — 1989

Deerfield Academy   1983 — 1985

Bryan Schultheis Bryan Schultheis Jacksonville, Florida Area Details
Bryan Schultheis's EMPOWER Retirement Experience June 2014 - Present
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   June 2014 - Present
ASPire Financial Services, LLC  July 2012 - June 2014
ING  May 2008 - July 2012
T. Rowe Price  July 2004 - May 2008
American Express  March 2003 - November 2003

Skills
401k, Account Management, Financial Advisory, Investment Strategies, Sales, Sales Process, Sales Management, Relationship Management, Strategy

Education
East Carolina University   1997 — 2001
Bachelor of Science/Bachelor of Administration, Management Information Systems

Saint Leo University
Masters, Business Administration

Jonathan Rivera-Medina Jonathan Rivera-Medina Lawrence, Massachusetts Details
Jonathan Rivera-Medina's EMPOWER Retirement Experience Junior Retirement RepresentativeEmpower RetirementSeptember 2014 - Present
Job Junior Retirement Representative at Empower Retirement
Industry Primary/Secondary Education
Experience
Empower Retirement   Junior Retirement RepresentativeEmpower RetirementSeptember 2014 - Present
Lawrence Public Schools  December 2010 - June 2014

Skills
Special Education, Classroom Management, Tutoring, Elementary Education, Educational Technology, Educational Leadership, Technology Integration, Early Childhood...

Education
Cambridge College   2013 — 2014
Master of Management, Business/Technology

University of Massachusetts, Amherst   2006 — 2010
Bachelor's degree, Economics

Marianne (Mary) Voutour Marianne (Mary) Voutour Baltimore, Maryland Area Details
Marianne (Mary) Voutour's EMPOWER Retirement Experience September 2015 - Present
Job Assistant Manager of Participant Services at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   September 2015 - Present
PayPal  December 2014 - Present
PayPal  October 2013 - December 2014
PayPal  August 2012 - October 2013
PayPal  January 2012 - August 2012
PayPal  April 2011 - January 2012
Hunter Douglas  October 2007 - April 2011

Skills
E-commerce, Analysis, Customer Service, Sales Management, Process Improvement, Call Centers, Sales, Customer Satisfaction, Team Building, Team Leadership, Analytics

Education
Frostburg State University   2003 — 2006
Psychology

Pinkerton Academy   1999 — 2002
High School Diploma, General Studies

Joseph Hillebrand Joseph Hillebrand Hays, Kansas Details
Joseph Hillebrand's EMPOWER Retirement Experience December 2014 - Present
Job Retirement Plan Counselor at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   December 2014 - Present
Teel's Trucks   October 2013 - December 2014
Old Mutual Capital  December 2007 - December 2012
Securities America, Inc. Member FINRA/SIPC   April 2007 - December 2007
Jackson National Life  September 2004 - April 2007
Main Street Securities   July 2003 - September 2004
Hays Legion Baseball   June 1999 - September 2004

Skills
Adobe Creative Suite, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Photoshop, PowerPoint, Non-profits..., Public Speaking, Public Relations, Event Planning, Fundraising, Social Media, Community Outreach, Volunteer Management, Market Research, Legal Research, Leadership, Leadership Development, Securities Regulation, Securities License, Insurance

Education
Regis University   2003 — 2005
Master of Business Administration (MBA), Accounting and Finance

Fort Hays State University   1998 — 2000
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Barton County Community College   1996 — 1998
Associate's degree, Business/Commerce, General

Timothy Flynn Timothy Flynn Boston, Massachusetts Details
Timothy Flynn's EMPOWER Retirement Experience February 2014 - April 2015
Job Retirement Plan Client Relations Manager at Baystate Financial
Industry Financial Services
Experience
Baystate Financial  June 2015 - Present
EMPOWER Retirement   February 2014 - April 2015
Putnam Investments  April 2013 - February 2014
Pioneer Investments  June 2011 - April 2013

Skills
Mutual Funds, Financial Services, Wealth Management, Customer Service, Outlook, Microsoft Excel, Asset Allocation, Fixed Income, Series 63, Relationship Management, Equities, Retirement Planning, Investments, Series 7, Strategic Financial..., Bloomberg, Finance, Asset Management, Alternative Investments, 401k

Education
University of Massachusetts, Amherst
Bachelor of Science (BS) Business Studies

Boston College   2007 — 2012
Finishing Degree at UMass

Lawrence Academy   2003 — 2007
Diploma, Honors 2nd and 3rd Trimester Junior Year 1st and 2nd Trimester Senior Year

arlington catholic

arlington catholic

Lillian Shaughnessy-Realph Lillian Shaughnessy-Realph Columbus, Ohio Area Details
Lillian Shaughnessy-Realph's EMPOWER Retirement Experience January 2015 - Present
Job Retirement Plan Counselor at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   January 2015 - Present
Great-West Retirement Services  November 2003 - Present
Fidelity Investments  1991 - 2003
Fidelity Investments  1993 - 1998
McDonald Investments  1984 - 1991

Education
Franklin University   2005 — 2013
Bachelor's degree, Human Resources Management & Business Administration, Magna Cum Laude

Kim Quinnell Kim Quinnell Greater Minneapolis-St. Paul Area Details
Kim Quinnell's EMPOWER Retirement Experience July 2005 - Present
Job My commitment to the retirement industry is helping educate, train and guide for achievement of retirement readiness.
Industry Financial Services
Experience
EMPOWER Retirement   July 2005 - Present
Great-West Retirement Services  November 2003 - July 2005
Federated Insurance  May 1999 - November 2003
Federated Insurance  July 1998 - May 1999
Federated Insurance  February 1997 - July 1998

Skills
ERISA, Employee Benefits, Retirement, Series 6, 401k, Profit Sharing, Retirement Planning, Recruiting, CRM, Leadership, Defined Benefit

Education
College of St. Benedict   1987 — 1991
Economics

Faribault High School

Dina Schultz, CRPC Dina Schultz, CRPC Greater Detroit Area Details
Dina Schultz, CRPC's EMPOWER Retirement Experience December 2009 - Present
Job Client Relationship Manager
Industry Financial Services
Experience
EMPOWER Retirement   December 2009 - Present
Colonial Bank  February 2009 - December 2009
Farmers Insurance  September 2007 - October 2008
Hoof Pics by Dina Michaels Equine and Pet Photography   March 2007 - January 2008
Entercom Communications/KUDL   May 1999 - March 2007
CBS Radio/KFKF   April 1993 - May 1999
Apollo Broadcasting   1990 - 1993

Skills
Copywriting, Advertising, Deferred Compensation, Retirement Planning, Marketing, Public Speaking, Talent Acquisition, Insurance, Television, Broadcast, Radio

Education
Baker University   1982 — 1985
Bachelor of Arts, Mass Communications

Sandeep Laddha Sandeep Laddha Kansas City, Missouri Area Details
Sandeep Laddha's EMPOWER Retirement Experience September 2014 - Present
Job Senior Software Development Manager at Empower Retirement
Industry Computer Software
Experience
Empower Retirement   September 2014 - Present
JPMorgan Chase  June 2013 - August 2014
Sprint Nextel  November 2010 - June 2013
Booz Allen Hamilton  March 2009 - November 2010
Sprint  August 2007 - March 2009
YRC Worldwide, Inc.   January 2006 - August 2007
Cerner Corporation  August 1997 - January 2006

Skills
SOA, Agile Methodologies, Enterprise Architecture, Java Enterprise Edition, Mobile Applications, Web Services, Spring, Architecture, EJB, Software Development, Java, Technical Leadership, Architectures, Integration, SOAP, Scrum, AngularJS, Continuous Integration, Unix, Object Oriented Design, Project Management, JMS, XML, Enterprise Mobility, Appcelerator, Android, JavaScript, Mobile Security, REST, JSON, Websphere, Weblogic, UML, Ant, Struts, JSP, Sun Certified Java..., Enterprise Software, Web Applications, Cloud Computing, JSF, ESB, JBoss Application Server, Application Architecture, Tomcat, Maven, Eclipse, Web Framework, JRules

Education
University of Missouri-Rolla   1995 — 1997
M.S

B. M. S. College of Engineering   1990 — 1994
B.E

Matthew Padon Matthew Padon Greater Denver Area Details
Matthew Padon's EMPOWER Retirement Experience January 2015 - Present
Job Retirement Representative Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Bricker Wilson Construction Services, LLC   May 2013 - October 2014
Colorado State University  August 2010 - May 2013
Dial-and-Dine.com   May 2012 - September 2012
3Sons Italian Restaurant   May 2010 - September 2010
Westwoods Golf Course   May 2007 - August 2008
Urban Farmer   May 2006 - August 2006

Skills
Corporate Finance, Microsoft Excel, Microsoft Word, Bloomberg, Microsoft Office, Business, Investments, Statistics, Mathematics, Organization, Diligent, Internet, iPhone, Morningstar, Bloomberg Terminal, PowerPoint, Leadership, Facebook, Data Analysis, Teamwork, Critical Thinking, Finance, QuickBooks, Access, Financial Analysis, Time Management, Customer Service, Public Speaking, Management, Analysis, Social Networking, Research, Corporate Retirement..., 401(k)

Education
Colorado State University   2010 — 2013
"Bachelor of Science", Finance, Corporate Finance, and Investment Analysis

Front Range Community College   2009 — 2010
Business Administration and Management, General

Fort Lewis College   2008 — 2009
Business Administration and Management, General

Ralston Valley H.S.   2004 — 2008
High School Diploma

Shariq Yousfi Shariq Yousfi Greater Boston Area Details
Shariq Yousfi's EMPOWER Retirement Experience August 2015 - Present
Job Retirement Plan Representative (Registered) at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   August 2015 - Present
Citizens Financial Group, Inc.   August 2014 - August 2015
Wells Fargo  December 2013 - August 2014
Citi  March 2012 - November 2013

Skills
Credit, Cross Selling, Home Equity Lines of..., CRM, Credit Cards, Lines Of Credit, Secured Financing, Unsecured Loans, Deposits, Sales Management, Sales Presentations, Sales Strategy, Commercial Banking, Financial Services, Sales, Relationship Management, Banking

Education
City University of New York
Associate's degree, Business/Managerial Economics

Penn State University
Bachelor of Arts (B.A.), Economics

Sidney Robinson Sidney Robinson Jackson, Mississippi Details
Sidney Robinson's EMPOWER Retirement Experience September 2015 - Present
Job Retirement Plan Counselor at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   September 2015 - Present
Regions Financial Corporation  April 2014 - Present
Merrill Lynch  June 2012 - November 2013
Regions Bank  July 2010 - June 2012
Huntington National Bank  January 2009 - April 2010
JPMorgan Chase  November 2005 - May 2008

Skills
Series 7, Series 6, Life & Health Insurance..., Series 66, Investments, Retirement Planning, Financial Services, Banking, Mutual Funds, Small Business Lending, Asset Allocation, Investment Advisory, Wealth Management, Uniform Combined State..., Finance, Strategic Financial..., Securities, Estate Planning, Financial Analysis, Credit Analysis, Asset Management, Cash Management, Commercial Banking, Commercial Lending, Credit, Insurance, Life Insurance, Loans, Mortgage Lending, Portfolio Management, Retirement

Education
University of Alabama   2013 — 2015
Human Environmental Sciences, Family Financial Planning

Art Institute of Atlanta   1995 — 1997
Associate of the Arts, Music Business/Entertainment Management

Warren G Harding High School   1993 — 1995

Javier M. Obando Javier M. Obando Greater Los Angeles Area Details
Javier M. Obando's EMPOWER Retirement Experience January 2008 - July 2015
Job Director of Market Development
Industry Financial Services
Experience
Lincoln Financial Group  July 2015 - Present
Great-West Retirement Services  October 2012 - July 2015
EMPOWER Retirement   January 2008 - July 2015
BFSG   2005 - 2008
Prudential  2002 - 2005

Skills
Series 63, Series 7, Series 6, 401k, Retirement, Retirement Planning, FINRA, IRAs, ERISA, Pensions, Mutual Funds, Defined Benefit, Fixed Annuities, Defined Contribution, Asset Allocation, Investment Advisory, Qualified Retirement..., Retirement Plan..., Financial Services, 401k Rollovers, Alternative Investments, Asset Management, Disability Insurance, Deferred Compensation, Benefits Administration, Employee Benefits, Executive Pay, Equities, Financial Advisory, Fixed Income, Financial Planners, Insurance, Investment Strategies, Investments, Life, Life Insurance, Long-term Care, Personal Financial..., Profit Sharing, Relationship Management, Roth IRA, Salesforce.com, Securities, Separately Managed..., Series 24, Series 65, Strategic Financial..., Uniform Combined State..., Variable Annuities, Wealth Management

Education
California State Polytechnic University-Pomona
BS

Annie Stewart Annie Stewart New York, New York Details
Annie Stewart's EMPOWER Retirement Experience January 2014 - June 2015
Job Event Planner
Industry Events Services
Experience
EMPOWER Retirement   January 2014 - June 2015
Spark Theater   January 2013 - March 2015
EMPOWER Retirement   August 2012 - January 2014
EMPOWER Retirement   July 2010 - August 2012
EMPOWER Retirement   January 2008 - June 2010
Colorado Rockies Dugout Store   April 2006 - October 2009
Executive Leadership Group   August 2006 - November 2007
Starbucks  February 2006 - August 2006
Inter-State Studio   August 2005 - February 2006
Visual Image Photography  February 2003 - July 2005

Skills
Series 6, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Adobe InDesign, Adobe Photoshop, Oracle SQL, Thunderhead, Process Improvement, Salesforce.com, Adobe Acrobat, Mac OS X, Remedy AR System, Customer Service, Call Center, Account Management, Project Management, Documentations, Management, Training, Appointment Scheduling, Travel Management, SharePoint, SharePoint Designer, Call Centers, Photoshop, Software Documentation, Leadership, OS X, Financial Analysis, Research

Education
Art Institute of Colorado   1998 — 2000
Associates of Applied Science Degree, Photography

Jeanay Langer Jeanay Langer Greater San Diego Area Details
Jeanay Langer's EMPOWER Retirement Experience December 2014 - May 2015
Job Seeking career in marketing or financial services in Southern California.
Industry Banking
Experience
EMPOWER Retirement   December 2014 - May 2015
Peoples Home Equity  August 2014 - December 2014
Peoples Bank of Colorado  December 2012 - August 2014
Peoples Bank of Colorado  October 2011 - December 2012
FirstBank  June 2011 - September 2011

Skills
Microsoft Excel, Banking, Customer Service, Leadership, PowerPoint, Marketing, Microsoft Word, Accounting, Microsoft Office

Education
Colorado State University   2006 — 2011
Bachelors of Science in Business Administration, Marketing

Edmund F. Murphy III Edmund F. Murphy III Greater Denver Area Details
Edmund F. Murphy III's EMPOWER Retirement Experience September 2014 - Present
Job President of Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
Putnam Investments  January 2009 - October 2014
Fidelity Investments  2007 - 2008
Fidelity Investments  July 2003 - August 2007
Fidelity Capital  July 1999 - July 2003
Veritude LLC  2001 - 2003
Fidelity Investments  1991 - 1999
Merrill Lynch Investment Managers  1985 - 1991

Skills
Investments, 401k, Wealth Management, Retirement, Mutual Funds, Financial Services, Executive Management, Marketing, Series 7, Sales, Alternative Investments, Securities, Series 63, Asset Allocation, Asset Managment, P&L Management

Education
Boston College   1980 — 1984
BA, Political Science

Amy Lanter Amy Lanter Kansas City, Missouri Area Details
Amy Lanter's EMPOWER Retirement Experience March 2013 - Present
Job Communication Specialist, EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   March 2013 - Present
StarLite Alpacas   March 2012 - Present
Midwest Alpaca Owners and Breeders Association   January 2013 - March 2013
ARMA International  March 2009 - January 2013
BankNews   November 1997 - October 2008
Forrest T. Jones & Company, Inc.   April 1996 - August 1997
Cleveland Chiropractic College  May 1993 - April 1996
Amy Lanter   June 1994 - December 1994

Skills
Strategic Communications, Project Management, Creativity, Public Relations, Business Development, Content Management, Records Management, Information Management, Corporate Communications, Document Management, Editing, Blogging, Media Relations, Newsletters, Social Media, Technical Writing, Internal Communications, Marketing Communications, Research, Copywriting, Publications, Publishing, Editorial, Magazines, Feature Articles, Copy Editing, Non-profits, Creative Writing, Proofreading, Association Management, Web Content Management, Brochures, Microsoft Office, Bylined Articles, Layout, B2B, Internal, Message Development

Education
Benedictine College   1989 — 1993
Bachelor of Arts, Journalism / Mass Communications

Academy of Mt. St. Scholastica, Atchison, KS   1985 — 1989

Paul Dewey Paul Dewey Greater Boston Area Details
Paul Dewey's EMPOWER Retirement Experience January 2015 - Present
Job DC Services at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Putnam Investments  June 2012 - December 2014
Putnam Investments  January 2010 - June 2012
Putnam Investments  2002 - January 2010
Putnam Investments  1994 - 2002
First Data Corporation  1992 - 1994
Putnam Investments  1987 - 1992
E F Hutton  1983 - 1987

Skills
401k, Defined Contribution, Portfolio Management, Relationship Management, Management, Investment Management, Business Planning, Retirement, Fixed Income, Vendor Management, Wealth Management, Employee Benefits, Risk Management, Series 7, Equities, Mutual Funds

Education
Boston College   1979 — 1983

Bill Row Bill Row Overland Park, Kansas Details
Bill Row's EMPOWER Retirement Experience July 2015 - Present
Job Empowering individuals to improve their retirement options
Industry Financial Services
Experience
Empower Retirement   July 2015 - Present
Gordon Energy & Drainage   March 2011 - May 2015
Olshan Foundation Repair  2007 - 2011
PrimeSource Building Products  2004 - 2006
Chase Industrial   1998 - 2003
Hilti  1988 - 1997

Skills
Sales Management, Marketing Strategy, Strategic Communications, Business Development, Contract Negotiation, Strategic Planning, Conflict Resolution, Business Management, Construction Management, Inventory Control, Structural Analysis, Business Strategy, Business Analysis, Sales Presentations, Logistics, Account Management, Data Analysis, Construction, Forecasting, Lead Generation, Residential Homes, Leadership Development, Microsoft Office, Outlook, PowerPoint, Public Speaking, Quality Control, Time Management, Troubleshooting, Vendor Management, New Business Development, Management

Education
Washburn University   1983 — 1985
Bachelor’s Degree, Marketing/ Management, General Business

Emporia State University   1981 — 1983

Hayden High School   1978 — 1981
High School

Monica Dowling Monica Dowling Greater Denver Area Details
Monica Dowling's EMPOWER Retirement Experience March 2015 - Present
Job Enhanced Participant Services Rep at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   March 2015 - Present
Specktra   January 2013 - Present
Cigna  April 2012 - March 2015
Progressive Insurance  April 2011 - April 2012

Skills
General Securities..., Health Insurance, Management, Customer Service, Call Centers, Finance, Property & Casualty..., Banking, Eligibility, Claims Handling, Benefits Administration, Insurance Billing, Auto Claims, Data Entry, Workers Compensation, Analysis, Leadership, Strategic Planning

Education
Colorado State University-Global Campus   2015 — 2017
Organizational Leadership

Austin Community College   2013 — 2015
Associate of Arts (A.A.), English Language and Literature, General

Karmina Luna-Dominguez Karmina Luna-Dominguez Greater Denver Area Details
Karmina Luna-Dominguez's EMPOWER Retirement Experience December 2014 - Present
Job SR Mutual Fund Revenue Admin at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   December 2014 - Present
ALPS, A DST Company  February 2014 - Present
Great-West Life  April 2009 - February 2014
FASCore  March 2008 - April 2009
CoreStaff  September 2007 - March 2008

Skills
Data Entry, Customer Service, Analysis, Employee Benefits, Management, Human Resources, Outlook, Call Centers, Accounts Receivable, Insurance, Sales, Process Improvement, Leadership, Budgets, Team Building, Training, Recruiting, Coaching, Microsoft Excel, Team Leadership, Microsoft Office, Financial Reporting, Account Management, Microsoft Word

Education
Colorado Technical University   2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.60 GPA

Colorado Technical University   2008 — 2011
Associate of Science (A.S.), Accounting

Andrea O'Donnell Andrea O'Donnell Greater Boston Area Details
Andrea O'Donnell's EMPOWER Retirement Experience March 2015 - Present
Job Sales Cloud Program Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   March 2015 - Present
Putnam Investments  February 2000 - February 2015
Alkermes  1998 - 2000
Digital Equipment Corporation  1996 - 1998

Skills
SDLC, Business Analysis, Vendor Management, Financial Services, Requirements Analysis, Business Process..., Process Improvement, Software Project..., Visio, Integration, Mutual Funds, Program Management, Business Intelligence, Software Documentation, Analytics, IT Strategy, Project Management, Salesforce.com, Data Warehousing, User Acceptance Testing, Risk Management, Investments, Access, Agile Methodologies, Lotus Notes, Business Objects, SQL

Education
Babson College   1992 — 1998
MBA

Connecticut College   1987 — 1991
BA

Connecticut College   1987 — 1991
B.A.

School of Hard Knocks - Deutschland

Holly Evenhouse Holly Evenhouse Denver, Colorado Details
Holly Evenhouse's EMPOWER Retirement Experience December 2014 - Present
Job Junior Retirement Representative at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   December 2014 - Present
Vail Resorts  October 2013 - December 2014
Vail Resorts  May 2013 - October 2013
Vail Resorts  August 2012 - May 2013
Vail Resorts  August 2011 - August 2012
Grooters Productions  February 2011 - April 2011
Sealco, Inc.   May 2008 - August 2008
York Center Park District  September 2004 - August 2007

Skills
Springer Miller Systems, AS400 system, Microsoft Office, Adobe Creative Suite, Facebook, Social Media, Event Management

Education
Hope College   2007 — 2011
B.A., Communication

Lee Mah Lee Mah Lenexa, Kansas Details
Lee Mah's EMPOWER Retirement Experience January 2014 - March 2015
Job Data Support Specialist at Strenuus
Industry Financial Services
Experience
Strenuus  April 2015 - Present
EMPOWER Retirement   January 2014 - March 2015
J.P. Morgan Asset Management   December 2010 - January 2014
J.P. Morgan Asset Management   May 2010 - December 2010
American Century Investments  April 2009 - May 2010
American Century Investments  January 2008 - April 2009
NovaStar Mortgage  December 2006 - October 2007
Chrysler Financial  January 2005 - December 2006

Skills
Investments, Financial Services, Finance, Customer Service, Financial Analysis, Analysis, Sales, Banking, Marketing, Business Analysis, Relationship Management, Microsoft Office, Leadership, Credit, Series 63, Project Management, Series 6

Education
Fort Hays State University   2000 — 2002
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General

Dodge City Community College   1998 — 2000
Associate of Arts (A.A.), Business Administration and Management, General

Joy Knight Joy Knight Greater Denver Area Details
Joy Knight's EMPOWER Retirement Experience August 2014 - Present
Job Internal Relationship Manager at GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement   August 2014 - Present
Great-West Financial  July 2012 - Present
Great-West Financial  July 2011 - June 2012
Great-West Financial  November 2007 - June 2011
Great-West Financial  February 2006 - November 2007
Great-West Financial  July 2004 - February 2006
World Savings Bank & Loan   November 2003 - July 2004

Skills
Customer Service, Employee Benefits, Financial Services, Investments, Management, Series 6, Process Improvement, Insurance, 401k, Sales, CRM, Mutual Funds, FINRA, Time Management, Call Centers, Accounts Receivable, Account Management, Retirement Planning, Loans, Accounting, Analysis, Retirement, Client Services

Education
Colorado State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Matthew Aizenman Matthew Aizenman New York, New York Details
Matthew Aizenman's EMPOWER Retirement Experience February 2013 - Present
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   February 2013 - Present
AllianceBernstein  July 2010 - February 2013
Goldman Sachs  2008 - July 2010
Goldman Sachs  2003 - 2008
Mellon HR Solutions  1999 - 2003
Putnam Investments  1996 - 1999

Skills
Defined Contribution, Retirement, Relationship Management, Investments, Series 63, Defined Benefit, Series 7, Series 6, Alternative Investments, Portfolio Management, Mutual Funds, Fixed Income

Education
Hobart and William Smith Colleges   1992 — 1996
BA, Psychology

CHS

Eric Leavitt Eric Leavitt Greater Denver Area Details
Eric Leavitt's EMPOWER Retirement Experience February 2015 - Present
Job Regional Sales Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   February 2015 - Present
Strategies, LLC - Denver  November 2011 - February 2015
Lincoln Trust Company  March 2011 - November 2011
Pershing Advisor Solutions / The Bank of New York Mellon Corp.   2007 - February 2011
Fiserv ISS  January 1997 - May 2007

Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Institutional, Mutual Funds, Securities, Asset Management, Retirement, Series 7

Education
Colorado State University   1993 — 1996

Scott Foust Scott Foust Denver, Colorado Details
Scott Foust's EMPOWER Retirement Experience December 2013 - Present
Job AVP, Product Development Office at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   December 2013 - Present
Great-West Financial  December 2013 - Present
The North Highland Company  June 2010 - December 2013
First Data Corporation  July 2004 - July 2009
Rylyn Consulting   November 2002 - July 2004
Diamond Management & Technology Consultants  August 1996 - November 2002
Network & Communications Management, Inc.   June 1990 - August 1994
Peace Corps  June 1987 - September 1989
United States Marine Corps  June 1985 - June 1985

Skills
Product Development, Portfolio Management, Program Management, Acquisition Integration, Change Management, Management Consulting, Product Management, Business Strategy, Mergers, Strategic Planning, Process Improvement, Business Process..., Financial Services, Strategy, Strategic Partnerships, Start-ups, Analytics, Cross-functional Team..., IT Strategy, Business Transformation, Project Management, Business Development, Project Portfolio..., Mergers, Executive Management

Education
Carnegie Mellon University - Tepper School of Business   1994 — 1996
MBA, Strategy & Information Systems

University of California, San Diego   1981 — 1986
BA, Management Science and Political Science

Phyllis Rogers Phyllis Rogers Greater Denver Area Details
Phyllis Rogers's EMPOWER Retirement Experience February 2015 - Present
Job Plan Account Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   February 2015 - Present
Rogers Consulting Enterprise LLC   September 2009 - February 2015
The Training Associates  March 2012 - August 2012
Acceleration Retirement  November 2010 - February 2011
Fidelity Investments  June 2006 - February 2009
TIAA-CREF  February 2006 - June 2007
Fidelity Investments  February 2005 - December 2005
Countrywide Bank  December 2003 - July 2004
CitiStreet Associates, LLC   January 1991 - December 2002

Skills
Facilitation, Presentations, Qualfied Retirement..., Member of Toastmasters, Compliance, Instructor-led Training, Classroom Delivery, Adult Education, Implemtation Tech..., Client Relationship..., Financial Services, Licensed Life Insurance..., Benefits Administration, Voluntary Employee..., Executive Consultation, Business Development, Consultative Sales..., Project Management, Compliance Monitoring, Retirement Planning, Asset Retention, Organizational..., Strategic Partnerships, Identifying Sales..., Fiduciary Management, Sales, Marketing, Mergers & Acquisitions, Workshop Facilitation, Change Management, Leadership, Management, Strategic Planning, 401k, CRM, Training, Retirement, Investments, Strategy, Mutual Funds, Insurance, Fixed Annuities, Wealth Management, Business Planning, Asset Allocation, Consulting, Series 63, Series 6, Life Insurance, Defined Contribution

Education
Walden University   2014 — 2015
Bachelor's Degree, B.S. Business Communication

Boston University   1977 — 1979

Bacilio Gonzalez Bacilio Gonzalez Greater Denver Area Details
Bacilio Gonzalez's EMPOWER Retirement Experience September 2013 - Present
Job Service Delivery Specialist at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2013 - Present
J.P. Morgan   September 2013 - August 2014
Sports Authority  July 2012 - June 2013
Under Armour  January 2011 - July 2012
Center Partners  January 2010 - August 2010
The Buckle  July 2009 - November 2009

Skills
Series 6, Series 63, Sales, Customer Service, Team Management, Bilingual-English/Spanis..., Visual Merchandising, Marketing Strategy, Microsoft Office, Forecasting, Management, Pricing, Statistical Data..., Finance, Accounting, Retail, Loss Prevention, Marketing, Teamwork, Customer Satisfaction, Microsoft Excel, Data Analysis, Training, Financial Analysis, Retail Sales, Microsoft Word, Social Media, Outlook, PowerPoint, Public Speaking, Leadership, Time Management, Communication

Education
Colorado State University   2008 — 2013
Bachelor of Arts (B.A.), Economics

Bernard Layon Bernard Layon Greater Boston Area Details
Bernard Layon's EMPOWER Retirement Experience August 2015 - Present
Job Retirement Education Solution Consultant at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   August 2015 - Present
EMPOWER Retirement   December 2013 - August 2015
Great West Financial  May 2008 - December 2013
Fidelity Investments  2007 - 2008
Mass Mutual  2006 - 2006
John Hancock Life Insurance Company (U.S.A.)   2004 - 2005
John Hancock Life Insurance Company (U.S.A.)   2002 - 2004

Education
George Mason University
Bachelor, International Business Minor: Information Technology

Jeremy Oaster Jeremy Oaster Greater Denver Area Details
Jeremy Oaster's EMPOWER Retirement Experience May 2009 - May 2015
Job Strategic Planner with Oaster, LLC
Industry Religious Institutions
Experience
Oaster, LLC   June 2015 - Present
EMPOWER Retirement   May 2009 - May 2015
Great-West Life & Annuity  September 2007 - May 2009
T. Rowe Price  October 2003 - March 2007

Skills
FINRA, 401k, CO, Series 63, Retirement, Mutual Funds, Series 6, Retirement Planning, Retirement Plan..., Defined Benefit, ERISA, Defined Contribution, Pensions, Asset Allocation, IRAs, Qualified Retirement...

Education
Denver Seminary   2013 — 2017
Master of Arts (MA)

University of Northern Colorado   1998 — 2002
BA

Jim Mackintosh Jim Mackintosh Greater Boston Area Details
Jim Mackintosh's EMPOWER Retirement Experience September 2014 - Present
Job Relationship Manager, Empower Retirement
Industry Financial Services
Experience
Empower Retirement   September 2014 - Present
Mercer HR Services  March 2010 - September 2014
Mercer  2005 - 2010
Putnam Investments  2002 - 2005

Skills
401k, Defined Benefit, Retirement, Employee Benefits, Relationship Management, Defined Contribution, ERISA, Financial Services, Pensions, Human Resources, Investments, Outsourcing, Mutual Funds, Retirement Plan..., Series 6, Series 63

Education
Assumption College   1992 — 1996
BA, Management, Communications

Jason Waltonen Jason Waltonen Kansas City, Missouri Area Details
Jason Waltonen's EMPOWER Retirement Experience January 2011 - Present
Job Senior Manager, Plan Services/Mega Market at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2011 - Present
J.P. Morgan Retirement Plan Services   January 2007 - January 2011
J.P. Morgan Retirement Plan Services   January 2006 - January 2007
J.P. Morgan Retirement Plan Services   January 2004 - January 2006
J.P. Morgan Retirement Plan Services   January 2002 - January 2004
Scudder Kemper Retirement Plan Services   July 1999 - January 2002

Skills
Operations Management, Manage Client..., Defined Contribution, OmniPlus, Financial Services, Mutual Funds, 401k

Education
Baker University   2003 — 2005
MBA

Rhode Island College   1993 — 1995
B.A., Communication Arts

Dean College   1991 — 1993
A.A., Communication Arts

Angela Fleming Angela Fleming Overland Park, Kansas Details
Angela Fleming's EMPOWER Retirement Experience July 2015 - Present
Job Sr. Business Reporting and Analytics Analyst at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   July 2015 - Present
Empower Retirement   March 2013 - Present
J.P. Morgan   December 2010 - March 2013
J.P. Morgan Retirement Plan Services   April 2007 - December 2010
Ad Astra Information Systems  August 2005 - December 2006
Sprint  January 1999 - August 2005

Skills
Investor Relations, Communication Training, Communications Planning, Speech Writing, Financial Services, Marketing Communications, Messaging, Social Media, Integrated Marketing, Relationship Management, Strategy, Alternative Investments, Fixed Income, Project Management, Content Management, Thought Leadership

Education
Rockhurst University - Executive Fellows Program   1998 — 2000
MBA, Business Administration, Management and Operations

Avila University   1983 — 1987
Bachelor's degree, Psychology

Chris Doucet Chris Doucet Greater Boston Area Details
Chris Doucet's EMPOWER Retirement Experience October 2014 - Present
Job Senior Relationship Manager, Intermediary Relations at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   October 2014 - Present
Putnam Investments  November 2009 - Present
NAPA 401k Summit Steering Committee   January 2013 - March 2015
The Hartford  March 2008 - November 2009
Sun Life Retirement Services   July 2006 - February 2008
MFS Investment Management  1990 - 2006

Skills
Series 63, 401k, Defined Contribution

Education
Boston College   1986 — 1990

Sara Shean, CFP® Sara Shean, CFP® Washington D.C. Metro Area Details
Sara Shean, CFP®'s EMPOWER Retirement Experience September 2014 - Present
Job Investment Strategist
Industry Financial Services
Experience
Empower Retirement   September 2014 - Present
J.P. Morgan Retirement Plan Services   July 2003 - August 2014
J.P. Morgan Retirement Plan Services   January 2000 - June 2003
J.P. Morgan Asset Management   July 1996 - December 1999

Skills
Retirement, Investments, Mutual Funds, Asset Allocation, 401k, Financial Services, Series 7, Series 63, Asset Management, Retirement Planning, Wealth Management, Investment Strategies

Education
Cornell University   1992 — 1996
Bachelor of Science, Applied Economics and Business Management

Marli Piccolo Marli Piccolo Greater Boston Area Details
Marli Piccolo's EMPOWER Retirement Experience January 2015 - Present
Job Lead Plan Service Account Manager with Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Putnam Investments  October 2012 - December 2014
The Hartford  March 2008 - October 2012
Sun Life Financial  January 2006 - March 2008
MFS Investment Management  January 1996 - January 2006

Skills
Pensions, Employee Benefits, New Business Development, CRM, Management, Customer Service, Finance, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 6, Vendor Management, Relationship Management, 401k, FINRA, Defined Contribution, Networking, Financial Services, Business Planning, Credit, Training, Series 7, Human Resources, Securities, Customer Retention, Salesforce.com, Sales, Insurance, Fixed Annuities, ERISA, Wealth Management, Asset Allocation, Marathon

Education
University of Massachusetts Lowell   2003 — 2008
Liberal Arts, Sociology and Psychology

Massasoit Community College   1993 — 2000
AD, Business Administration

Bridgewater State University   1987 — 1988
Physical Education

Bishop Feehan High School   1983 — 1987

Mansfield Public Schools

Edward Homer Edward Homer Greater Boston Area Details
Edward Homer's EMPOWER Retirement Experience November 2014 - Present
Job Senior Relationship Manager at Empower Retirement
Industry Investment Management
Experience
EMPOWER Retirement   November 2014 - Present
Putnam Investments  June 2007 - November 2014
Putnam Investments  July 2001 - June 2007
Putnam Investments  July 1997 - July 2001

Skills
401k, Superior Client Service, Investments, Relationship Management, Series 7, Series 63, Defined Contribution

Education
Fitchburg State College   1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General

Dina Cece Dina Cece Greater Chicago Area Details
Dina Cece's EMPOWER Retirement Experience August 2014 - Present
Job Lead Plan Services Account Manager EMPOWER Retirement
Industry Human Resources
Experience
EMPOWER Retirement   August 2014 - Present
JPMorgan  January 2008 - September 2014
Lincoln Financial Group  July 2000 - February 2007
Lincoln Financial Group  2000 - 2007
Duchossois Industries, Inc.   June 1998 - June 2000
Hewitt Associates  May 1994 - June 2000

Skills
401k, Retirement, Employee Benefits, Benefits, Client Services, Vendor Management, Benefits Administration, Defined Benefit, ERISA, Financial Services, Pensions, Defined Contribution, Mutual Funds

Education
Bradley University   1990 — 1994

Aaron Schluep Aaron Schluep Charleston, South Carolina Area Details
Aaron Schluep's EMPOWER Retirement Experience April 2014 - Present
Job Manager, Retirement Plan Counseling at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   April 2014 - Present
Advised Assets Group, subsidiary of Great-West Financial   April 2013 - April 2014
Great-West Financial  April 2010 - April 2013
MassMutual Financial Group  August 2005 - March 2010

Skills
Relationship Management, Sales Management, Team Building, Project Management, Retirement Planning, Financial Services, Series 65, Series 6, Series 63, Series 26

Education
College of Charleston   2007 — 2008
Financial Planning

Miami University   1996 — 2000
Bachelor of Science (B.S.), Political Science and Government

Bryan Roark Bryan Roark Overland Park, Kansas Details
Bryan Roark's EMPOWER Retirement Experience March 2014 - Present
Job Retirement Education Specialist at Empower Retirement
Industry Accounting
Experience
Empower Retirement   March 2014 - Present
CenturyLink  September 2009 - March 2014
Science Applications International Corporation  September 2006 - December 2007
Department of Defense  September 2005 - August 2006

Skills
Process Improvement, Business Process, Call Centers, Customer Service, Internal Controls, Management, SAP, Sales, Sarbanes-Oxley Act, Telecommunications, Account Management, Business Analysis, Leadership, Program Management, Strategic Planning, Training, Team Building, Team Leadership, Vendor Management

Education
Emporia State University   2000 — 2002

Diane Dinneen Diane Dinneen Greater Boston Area Details
Diane Dinneen's EMPOWER Retirement Experience April 2004 - Present
Job Relationship Manager @ Empower Retirement
Industry Financial Services
Experience
Empower Retirement   April 2004 - Present
Transamerica  April 2001 - March 2004
ING Investment Management  September 1998 - March 2001
Transamerica  September 1997 - August 1998

Skills
401k, Series 63, Series 6, FINRA Series 6, Customer Relations, Retirement, Benefits Administration, CRM, Customer Service, Employee Benefits, Investments, Mutual Funds, Pensions, Retirement Planning

Education
Boston College

Regis College
Sociology

William Mike Tates William Mike Tates Houston, Texas Area Details
William Mike Tates's EMPOWER Retirement Experience May 2015 - Present
Job Regional Sales Director Central Region. Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   May 2015 - Present
Metlife Resources  October 2012 - May 2015
Principal Financial Group  January 2012 - September 2012
Capital One  September 2009 - November 2010
JPMorgan Chase  May 2008 - September 2009
KeyBank  August 2005 - May 2008
Brazos County  January 2005 - August 2005
Wells Fargo Bank  July 2001 - December 2004

Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Lines Of Credit, IRA's, Financial Planning, Small Business Lending, Commercial Banking, Annuities, Annuity, Asset Allocation, Retirement, Credit, Mutual Funds, Securities, Investments, Portfolio Management, Mortgage, Financial Advisory, 401k, Loans, Savings, Cash Management

Education
City University of Seattle   2004 — 2006
MBA, Finance

Howard Payne University   1996 — 2001
Bachelor Business Administration, Finance

Christine Kehoe Christine Kehoe Greater Boston Area Details
Christine Kehoe's EMPOWER Retirement Experience March 2015 - Present
Job Communication Strategist at Empower Retirement
Industry Investment Management
Experience
EMPOWER Retirement   March 2015 - Present
TIAA-CREF  September 2013 - March 2015
Fidelity Investments  November 1996 - April 2013
Delphax Systems  1991 - 1996

Skills
Financial Services, Mutual Funds, Relationship Management, Direct Marketing, Series 63, Marketing Communications, Marketing Strategy, Product Management, Competitive Analysis, Strategy, Retirement, Cross-functional Team..., Marketing, Investments

Education
Framingham State College
Bachelor of Applied Science (B.A.Sc.), Political Science and Economics

Melissa Spury Melissa Spury Clinton, Massachusetts Details
Melissa Spury's EMPOWER Retirement Experience September 2014 - Present
Job Communications Strategist at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
Fidelity Investments  October 2012 - September 2014
Tupperware Brands  October 2010 - September 2013
Fidelity Investments  January 2011 - October 2012
Fidelity Investments  January 1999 - February 2011
Fidelity Investments  July 2007 - December 2009
Fidelity Investments  November 2005 - July 2007
Fidelity Investments  November 2003 - November 2005

Skills
Retirement, Program Management, Management, Investments, Series 7, Financial Services, Series 63, Mutual Funds, Series 6, Relationship Management, FINRA, Training, 401k, Insurance, Business Analysis

Education
Clark University   2000 — 2003
Master's, Business Administration; Management Information Systems

Springfield College   1993 — 1997
Bachelor of Science Degree, Sport Management

Adrianne Gibbons Adrianne Gibbons Greater Chicago Area Details
Adrianne Gibbons's EMPOWER Retirement Experience December 2006 - Present
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   December 2006 - Present
T. Rowe Price  June 2002 - April 2005
Nordstrom  June 1995 - December 2002

Skills
401k, Series 6, Series 63, Life & Health Insurance..., Client Service Oriented, Client Presentation, Mutual Funds, Defined Contribution, Investments, Retirement Plan..., Relationship Management, Instructor-led Training, Retirement, Salesforce.com, 401k Rollovers

Education
Western Governors University   2013 — 2015
Bachelor of Business Administration (B.B.A.)

Franciscan University of Steubenville   1996 — 2001
BA, English

Bart Ballinger Bart Ballinger Greater Los Angeles Area Details
Bart Ballinger's EMPOWER Retirement Experience September 2014 - Present
Job Director, Intermediary Relations at EMPOWER Retirement
Industry Investment Management
Experience
EMPOWER Retirement   September 2014 - Present
J.P. Morgan Asset Management   2009 - September 2014
Wells Fargo  2000 - 2009

Skills
Asset Managment, Equities, Mutual Funds, Investments, Investment Strategies, Series 7, Asset Allocation, Series 63, Retirement Planning, Retirement, Investment Management, Wealth Management, Alternative Investments, Portfolio Management, 401k, Pensions, Employee Benefits, Banking, Defined Benefit, Retirement Plan..., Asset Management

Education
California State University-Chico
Bachelor of Applied Science (B.A.Sc.), Business Administration and Industrial Relations

Beth Paglia Beth Paglia Greater Boston Area Details
Beth Paglia's EMPOWER Retirement Experience May 2008 - Present
Job Manager, Participant Services at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   May 2008 - Present
Great-West Life  May 2008 - December 2014
Fidelity Investments  September 1999 - May 2008

Skills
Series 6, Series 63, Training Delivery, 401k, Leadership Development, Team Leadership, Team Building, Coaching, Call Center, Process Improvement, Relationship Management, Vendor Management, Business Analysis, Financial Services, Management

Education
Fitchburg State University
Bachelor of Science, Psychology

Matthew Lofland Matthew Lofland Greater Denver Area Details
Matthew Lofland's EMPOWER Retirement Experience November 2012 - Present
Job Manager, Internal Relationship Management
Industry Financial Services
Experience
EMPOWER-Retirement  November 2012 - Present
National Penn Capital Advisors   January 2003 - November 2012
FirstService Capital   January 2000 - January 2003
Indian Valley Capital Management   July 1996 - January 2000
Univest Corporation of Pennsylvania  June 1986 - June 1996

Skills
FINRA - Series 6, 63, CRM, Project Management, Cross-functional Team..., Leadership, Training, Management, Team Building, Retirement Planning, Retirement, Integration, Business Development, Portfolio Management, Relationship Management

Education
Delaware Valley College   2000 — 2007
BA, Business Administration

Delaware Valley College
Business Administration and Management, General

Carol Sasala, QKA Carol Sasala, QKA Cleveland/Akron, Ohio Area Details
Carol Sasala, QKA's EMPOWER Retirement Experience January 2015 - Present
Job Relationship Manager, EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Great-West Financial  October 2006 - January 2015

Education
Cleveland State University
Bachelor of Arts and Sciences, Pscyhology, Communications

Christina Constantine Christina Constantine Tampa/St. Petersburg, Florida Area Details
Christina Constantine's EMPOWER Retirement Experience May 2014 - Present
Job Retirement Plan Counselor at EmpowerRetirement
Industry Financial Services
Experience
EMPOWER Retirement   May 2014 - Present
Raymond James Financial  July 1999 - May 2014

Skills
Needs Analysis, Instructional Design, SnagIt, Series 7, Captivate, Instructor-led Training, Adult Education, E-Learning, Training Delivery, Organizational..., Training Facilitation, Blended Learning, Employee Training, Mutual Funds, Relationship Management, Technical Training, Hands-on Training, Curriculum Design, Financial Services, Training Needs Analysis, Organizational..., Training, Camtasia, Leadership Development, Onboarding, Performance Consulting, Succession Planning, Staff Development, Series 63, Life Insurance, Variable Annuities

Education
Florida State University   1995 — 1999
BS, English, Education

Beth Flanagan Beth Flanagan Greater Boston Area Details
Beth Flanagan's EMPOWER Retirement Experience January 2015 - Present
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   January 2015 - Present
Putnam Investments  September 2011 - January 2015
Fidelity Investments  September 1997 - August 2011
Fidelity Investments  1993 - 1997
Fidelity Investments  1987 - 1993

Skills
401k, Mutual Funds, Relationship Management, Series 63, Financial Services, Series 7, Investments, Customer Experience

Education
Suffolk University - Sawyer Business School   1987 — 1992
MBA, Business

Boston College   1983 — 1987
MA, Mathematics

Paula Haenert Paula Haenert Kansas City, Missouri Area Details
Paula Haenert's EMPOWER Retirement Experience September 2014 - Present
Job Conversion/Plan Set up Quality Associate at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
J.P. Morgan   June 2014 - September 2014
Prudential  July 2001 - June 2014
Prudential Financial  July 2001 - December 2009

Skills
Mutual Funds, Retirement Planning, 401k, Retirement

Education
Ashford University

Ashford University
Business Administration and Management, General

Crystal Askari Crystal Askari Greater Milwaukee Area Details
Crystal Askari's EMPOWER Retirement Experience September 2015 - Present
Job Plan Services Account Coordinator at Empower Retirement
Industry Banking
Experience
Empower Retirement   September 2015 - Present
BMO Harris Bank  April 2013 - July 2015
BMO Retirement Services, a part of BMO Financial Group   July 2010 - April 2013
M&I Bank  June 2005 - July 2010
100% Organic Drive Thru   2009 - 2010
M&I Bank  November 2000 - June 2005

Skills
Microsoft Office, Word, Excel, Customer Service, Writing, Compliance, Photoshop, PowerPoint, Banking, Team Building, Marketing, Microsoft Word

Education
Alverno College   2007 — 2010
B.A. Business Management, Adult Education

Cesar Castaneda Cesar Castaneda Greater Chicago Area Details
Cesar Castaneda's EMPOWER Retirement Experience December 2014 - Present
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   December 2014 - Present
OneAmerica Financial Partners Inc.  April 2013 - December 2014
OneAmerica Financial Partners Inc.  January 2008 - December 2014
John Hancock Financial Services  May 2006 - January 2008
Edward Jones Investments  September 2005 - March 2006
Charles Schwab  October 1999 - September 2005
Scudder Kemper Investments  January 1998 - October 1999

Education
Elmhurst College   1992 — 1997
BS, International Business and Economics

Stephen Signorello Stephen Signorello Greater Boston Area Details
Stephen Signorello's EMPOWER Retirement Experience April 2015 - Present
Job Retirement Associate at GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement   April 2015 - Present
Great-West Financial  September 2012 - March 2015
Putnam Investments  July 2008 - January 2012
Fidelity Investments  August 2006 - July 2008
Putnam Investments/Mercer   September 2002 - August 2006
Putnam Investments  December 1996 - September 2002
Mellon Bank  June 1993 - December 1996

Skills
FINRA Series 7 & 63, 401(k) Plan Design, 401(k)Communication..., Staffing, Mentoring, Project Management, 401k, FINRA, Mutual Funds, Producer Licensing, Retirement, Finance, Pensions, Defined Benefit, Investments, Retirement Planning, Financial Services, ERISA, Series 63, Temporary Placement, Leadership, Series 7, Defined Contribution, Investment Management, Portfolio Management

Education
Bentley University   1989 — 1993
BS, Finance

Wesley Uhl Wesley Uhl Kansas City, Missouri Area Details
Wesley Uhl's EMPOWER Retirement Experience June 2013 - Present
Job Client Service Manager at Empower
Industry Financial Services
Experience
EMPOWER Retirement   June 2013 - Present
JP Morgan Chase  February 2010 - June 2013
Ameriprise Financial  June 2003 - June 2009

Skills
Retirement Planning, Strategic Financial..., Retirement, IRAs, 401k, Series 7, Asset Allocation, Investments, Financial Analysis, Mutual Funds, Wealth Management, Risk Management, Asset Managment, Estate Planning, Portfolio Management, 401k Rollovers, Personal Financial..., Investment Management, Relationship Management, Investment Advisory, Securities, Financial Advisory, Life Insurance

Education
Baker University   2009 — 2011
Masters, Business Administration

Kansas State University   1996 — 2003
B.S., Personal Financial Planning

Daniel Ebert Daniel Ebert Greater Boston Area Details
Daniel Ebert's EMPOWER Retirement Experience June 2015 - Present
Job Sr. Plan Services Account Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   June 2015 - Present
Santander Bank  July 2012 - June 2015
AspenCross Financial Group  November 2010 - July 2012
Edward Jones  February 2010 - November 2010
Fidelity Investments  2001 - 2009
Fidelity Investments  1999 - 2001
Fidelity Investments  1997 - 1999
PFPC  1993 - 1997

Skills
401k, Retirement Planning, Profit Sharing, Qualified Retirement..., ESOP, Mutual Funds, Retirement, Series 63, Series 7, Investments, Financial Services, Series 6, Employee Benefits, Securities, Pensions, Relationship Management, Strategic Financial..., Defined Benefit, FINRA

Education
Fitchburg State University   1990 — 1993
Bachelors, Economics

Rebecca Penrod Rebecca Penrod Greater Denver Area Details
Rebecca Penrod's EMPOWER Retirement Experience October 2012 - Present
Job Retirement Correspondent at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   October 2012 - Present
Truven Health Analytics formerly Thomson Reuters Healthcare  November 2009 - October 2012
Chambers Point Veterinary Clinic   November 2006 - July 2009
U.S. Bank   January 2003 - November 2003
Colorado State University-Pueblo  January 2002 - December 2002

Skills
Customer Service, Microsoft Word, Data Entry, Animal Work, Animal Care, Wildlife, Sales, Salesforce.com, Human Resources, Microsoft Excel, Outlook, PeopleSoft, Invoicing, Purchasing, Sabrix, Internet Explorer, Cornerstone, Leadership, Vendor Management

Education
Bel-Rea Institute of Veterinary Technology   2004 — 2005
A.A.S., Veterinary Technology

Colorado State University-Pueblo   1997 — 2003
B.S., Mass Communications, Psychology

Jerrell Engermann Jerrell Engermann Boston, Massachusetts Details
Jerrell Engermann's EMPOWER Retirement Experience July 2015 - Present
Job Retirement Services Specialist at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   July 2015 - Present
J.P. Morgan Private Bank   October 2012 - July 2015
Merrill Lynch  February 2010 - October 2012
Bank of America  March 2008 - February 2010
Fidelity Investments  2005 - 2008

Skills
Wealth Management, Relationship Management, Asset Management, Banking, Financial Services, Finance, Financial Advisory, Mutual Funds, Investments, 401k, Series 7, Series 63, Asset Based Lending, Commercial Lending, Consumer Lending, Private Banking, Financial Planning, Equities, Strategic Financial..., Portfolio Management

Education
Assumption College   1999 — 2003
BA, English

Brigid Buhrfiend Brigid Buhrfiend Greater Chicago Area Details
Brigid Buhrfiend's EMPOWER Retirement Experience December 2011 - Present
Job Client Service Manager
Industry Human Resources
Experience
Empower Retirement   December 2011 - Present
Hewitt Associates  April 2007 - December 2011
Hewitt Associates  July 2005 - March 2007

Skills
Defined Benefit, Benefits, Documentation, Change Management, Requirements Analysis, Administration, Pensions, Benefits Administration, Employee Benefits, Outsourcing, Process Improvement, Operations Management, SDLC, Analysis, Software Documentation, Training

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2007 — 2009
MBA, HR Management, Leadership & Change Management

Saint Mary's College   1998 — 2002
BBA, MIS, Marketing

Barbara Nixon Barbara Nixon Kansas City, Missouri Area Details
Barbara Nixon's EMPOWER Retirement Experience January 2015 - Present
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Great-West Retirement Services  1996 - 2014

Skills
Retirement Plan..., Retirement, Investments, Profit Sharing

Education
Colorado State University   1982 — 1986
BS, Textiles and Clothing

Terri Harrington, QKA Terri Harrington, QKA Greater Boston Area Details
Terri Harrington, QKA's EMPOWER Retirement Experience August 2012 - Present
Job Senior Manager, DC Specialized Services at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   August 2012 - Present
Putnam Investments  June 2009 - August 2012
BNY Mellon  September 2008 - June 2009
Mercer  December 2004 - September 2008
Putnam Investments  June 2000 - December 2004
Putnam Investments  June 1998 - June 2000
Putnam Investments  December 1996 - June 1998

Education
Fitchburg State University

Ryan Berg, MBA Ryan Berg, MBA Baldwin City, Kansas Details
Ryan Berg, MBA's EMPOWER Retirement Experience September 2014 - Present
Job Manager, Retirement Services Operations
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
J.P. Morgan   July 2011 - Present
J.P. Morgan   August 2006 - June 2011
Kohl's Department Stores  1999 - 2006

Education
Baker University   2003 — 2005
MBA

The University of Kansas   1994 — 1999
BGS, Economics

Tom Willenborg Tom Willenborg Kansas City, Missouri Area Details
Tom Willenborg's EMPOWER Retirement Experience December 2014 - Present
Job Empower Retirement
Industry Consumer Services
Experience
EMPOWER Retirement   December 2014 - Present
AXA Advisors  February 2014 - November 2014
Internal Revenue Service  December 2008 - February 2014
KC Lawn Pro   January 2003 - December 2010
Citi  January 1999 - January 2006
Brinker International  January 1992 - January 1999

Skills
Financial Planning, Retirement Planning, Risk Management, College Education..., Investment Advisory, Traditional and Roth..., Life Insurance, Mutual Funds, Annuities, 401k Rollovers

Education
Baker University   2000 — 2002
Masters, MBA

MidAmerica Nazarene University   1992 — 1993
Bachelors, Business Administration

Drew Whitney Drew Whitney Kansas City, Missouri Area Details
Drew Whitney's EMPOWER Retirement Experience April 2015 - Present
Job Service Delivery Specialist at GreatWest Financial
Industry Financial Services
Experience
Empower Retirement   April 2015 - Present
Great-West Financial  September 2014 - July 2015
J.P. Morgan   April 2013 - August 2014
J.P. Morgan   April 2011 - April 2013
Huntington Learning Center  August 2009 - December 2010
Mosaic Financial Partners  March 2009 - April 2009

Skills
Series 6, Series 63, Customer Service, Microsoft Office, Investments, Economics, 401k, Public Speaking, Training, Leadership, Management, Research, Teaching, Marketing, Editing, Analysis, Nonprofits, Event Planning, Social Media

Education
Baker University   2014 — 2016
Master's Degree, Business Administration and Management, General

Principia College   2005 — 2009
Bachelor of Art, Economics

Kira Greenwald Kira Greenwald Greater Denver Area Details
Kira Greenwald's EMPOWER Retirement Experience September 2014 - Present
Job Executive Administrative Assistant at EMPOWER Retirement
Industry Executive Office
Experience
EMPOWER Retirement   September 2014 - Present
JPMorgan Chase  November 2009 - September 2014
Compuware  October 2005 - July 2009

Skills
Administrative..., Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Event Planning, Administrative..., Outlook

Education
Gateway Technical College   1996 — 1999
Police Science

John Renner John Renner Greater Detroit Area Details
John Renner's EMPOWER Retirement Experience September 2014 - Present
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
J.P. Morgan Retirement Plan Services LLC   April 1997 - September 2014

Skills
Relationship Management, 401k, Investments, Financial Services, Investment Management, Series 7, Retirement, Sales, Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Investment Strategies, Defined Contribution

Education
Walsh College   1994 — 1997
1997, Master of Science, Finance

Eastern Michigan University   1985 — 1988
1988, Bachelor of Business Administration

John Mattucci John Mattucci Greater Boston Area Details
John Mattucci's EMPOWER Retirement Experience October 2014 - Present
Job Director, DC Relationship Management at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   October 2014 - Present
Putnam Investments  January 2008 - September 2014
Putnam Investments  2002 - 2008
Putnam investments  1999 - 2005
Putnam Investments  2000 - 2002
Putnam Investments  1999 - 2000

Skills
401k, Series 63, Series 7, Retirement Services, FINRA, Client Service, Superior Client Service, Series 6, Mutual Funds, Retirement, Relationship Management, Securities, Financial Services

Education
Suffolk University - Sawyer School of Management   1994 — 1997
MBA

Ithaca College   1984 — 1988
B.S., Business Management

Bentley University
Administering 401k Plans

Diana Brandvold Diana Brandvold Sioux Falls, South Dakota Area Details
Diana Brandvold's EMPOWER Retirement Experience May 2010 - Present
Job Lead RFP Specialist at GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement   May 2010 - Present
Great-West Retirement Services  April 1998 - May 2010
Dawson Insurance  February 1993 - April 1998

Skills
CRM, Employee Benefits, Training, Management, Employee Training, Sales Operations, Insurance, Strategy, Financial Services, Strategic Planning, Retirement Planning, Analysis, Sales Process, Business Strategy, Budgets, Customer Service, Program Management, Series 6, Marketing, Series 63

Education
Dakota State University   1977 — 1982
B.S., Business Management and Accounting

Dakota State University
B.S, Business Administration

Julia Calderon Julia Calderon Greater Chicago Area Details
Julia Calderon's EMPOWER Retirement Experience June 2011 - Present
Job Retirement Education Counselor
Industry Financial Services
Experience
EMPOWER Retirement   June 2011 - Present

Skills
Retirement Planning, Strategic Planning, Retirement, Management, Sales, Investments, Training, Series 6, Series 63

Education
DePaul University
Business Administration and Management, General

Wright College
Associates, Liberal Arts and Sciences/Liberal Studies

Jason Fewell Jason Fewell Portland, Oregon Area Details
Jason Fewell's EMPOWER Retirement Experience November 2008 - Present
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   November 2008 - Present
Symetra Financial  January 1998 - October 2008

Skills
FINRA Series 6, 401k, Series 7, Series 63, Retirement Plan..., Defined Benefit, Pensions, Retirement, Retirement Planning, Mutual Funds, ERISA, Series 6, Profit Sharing, Fixed Annuities

Education
Eastern Washington University   1993 — 1997
Bachelor of Arts Business Administration, Finance and Management

Marc Lachance Marc Lachance Greater Boston Area Details
Marc Lachance's EMPOWER Retirement Experience September 2014 - Present
Job Director, Retirement Solutions Group
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
Great-West Financial  2008 - May 2014
Great West Life  September 2008 - November 2012
Great West  September 2008 - May 2012
Fidelity Investments  September 2000 - August 2008

Skills
Sales Management, Series 24, Indirect Sales Channels, Direct Sales, Sales Presentations, Driving Results, Insurance, Sales Process, Series 63, Mutual Funds, Series 7, Financial Services, Retirement Planning, Asset Allocation, IRAs, FINRA, Defined Benefit, Investments, Securities, Relationship Management, Series 26, Salesforce.com, Siebel, Training, Job Coaching, Compliance, Trading, Retirement Savings, Annuity Sales, Sales, Leadership, 401k, Retirement, Management

Education
Adelphi University   1993 — 1997
Bachelor of Arts, Political Science

Calvin Cooksey Calvin Cooksey Baltimore, Maryland Area Details
Calvin Cooksey's EMPOWER Retirement Experience January 2015 - Present
Job Retirement Plan Counselor at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Great-West Retirement Services  January 2012 - Present
Great-West Retirement Services  July 2007 - December 2011
MetLife  January 2006 - July 2007
CitiStreet Associates LLC   December 2004 - January 2006

Skills
Series 6, Series 63, CRPC, CRPS

Education
Georgia Tech
B.S.I.M., Industrial Management

Purdue University - Krannert School of Management
Master's degree, Marketing

Erica Vaughn Erica Vaughn Aurora, Colorado Details
Erica Vaughn's EMPOWER Retirement Experience May 2012 - Present
Job Business Support
Industry Staffing and Recruiting
Experience
EMPOWER Retirement   May 2012 - Present
Empower Retirement, Greenwood Village CO   January 2012 - Present
Express Professionals Temp Agency   January 2009 - January 2011
Trust Company of America  January 2005 - January 2008
Qualex  January 1994 - January 2005

Education
Denver Academy of Court Reporting   2009 — 2010
Court Reporting/Court Reporter

Pickens Tech   2001 — 2003
Professional Photography

Richelle Tosspon Richelle Tosspon Overland Park, Kansas Details
Richelle Tosspon's EMPOWER Retirement Experience April 2009 - Present
Job Client Service Manager at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   April 2009 - Present
JPMorgan Chase  July 2005 - April 2009
Tax Favored Benefits   2000 - 2005

Skills
Financial Services, Banking, Relationship Management, Mutual Funds, Portfolio Management, Equities, Investments, Fixed Income, Vendor Management

Education
MidAmerica Nazarene University
Bachelor's degree, International Business

Universidad de Sevilla
International Finance

Evangel University

Joseph DiPalma Joseph DiPalma Salem, New Hampshire Details
Joseph DiPalma's EMPOWER Retirement Experience June 2015 - Present
Job Retirement Representative at Empower Retirement
Industry
Experience
Empower Retirement   June 2015 - Present

Skills
Public Speaking, Microsoft Word, Teamwork, Research

Education
Bates College   2011 — 2015
Bachelor of Arts (B.A.), Mathematics

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