EMPOWER Retirement
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EMPOWER Retirement Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
EMPOWER Retirement January 2015 - Present
Education
Boston University 1985 — 1989
Deerfield Academy 1983 — 1985
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
EMPOWER Retirement January 2015 - Present
Great-West Financial October 2006 - January 2015
Education
Cleveland State University
Bachelor of Arts and Sciences, Pscyhology, Communications
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Empower Retirement June 2015 - Present
Skills
Public Speaking, Microsoft Word, Teamwork, Research
Education
Bates College 2011 — 2015
Bachelor of Arts (B.A.), Mathematics