EMPOWER Retirement

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445 EMPOWER Retirement employees in database. Find out everything there's to know about EMPOWER Retirement employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

EMPOWER Retirement Employees

Employee
Years
Job
Industry
Garrett Forsberg Garrett Forsberg Denver, Colorado Details
Garrett Forsberg's EMPOWER Retirement Experience November 2014 - Present
Job Internal Sales Director at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   November 2014 - Present
Great-West Financial  November 2012 - November 2014

Skills
Investments, Customer Service, Financial Services, Insurance, Mutual Funds, Retirement Planning, Financial Analysis, Series 63, Finance, Risk Management

Education
Saint Michael's College   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance

Boston College High School   2004 — 2008

Anthony Barreca Anthony Barreca Kansas City, Missouri Details
Anthony Barreca's EMPOWER Retirement Experience October 2014 - Present
Job Retirement Plan Maintenance Specialist at GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement   October 2014 - Present
Boston Financial Data Services  September 2009 - October 2014
Johnny Cascone's North   July 1998 - August 2009

Skills
Customer Service, Project Planning, Problem Solving, Management, Leadership, Coaching, Team Building, Teaching, Team Leadership, Teamwork, Microsoft Excel, Process Improvement, Strategic Planning, Data Analysis, Data Entry, Databases, Retirement Solutions, Microsoft Word, PowerPoint, Access, Mutual Funds

Education
University of Missouri-Kansas City   2002 — 2005
Some College, Business/Commerce, General

Metropolitan Community College-Maple Woods   2000 — 2002
n/a, Business/Commerce, General

Saint Pius X high school   1996 — 2000
High school Diploma, General Studies

Sara Giardini Sara Giardini Greater Denver Area Details
Sara Giardini's EMPOWER Retirement Experience May 2014 - Present
Job Defined Benefits Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   May 2014 - Present
Dish Network  September 2013 - May 2014
Dish Network  April 2012 - September 2013
Dish Network  August 2011 - April 2012
Accellent  February 2010 - July 2011

Skills
Payroll, Human Resources, HRIS, Onboarding, Invoicing, Benefits Administration, Recruiting, Accounts Payable, Oracle, Analysis, Talent Management, Accounting, New Hire Orientations, COBRA, Pension Administration

Education
Liberty University   2006 — 2010
Bachelor of Science, Business Management

Bethanie Glawson Bethanie Glawson Kansas City, Missouri Area Details
Bethanie Glawson's EMPOWER Retirement Experience January 2014 - April 2015
Job Regulatory Counsel at Mariner Holdings
Industry Financial Services
Experience
Mariner Holdings  April 2015 - Present
Empower Retirement   January 2014 - April 2015
J.P. Morgan   August 2011 - December 2013
Miller & Glawson, L.L.C.   January 2007 - August 2011
The Glades Firm   June 2001 - June 2004

Education
University of Missouri-Kansas City School of Law   2004 — 2007
Doctor of Law (JD)

Missouri Southern State University   1998 — 2002
Bachelor of Science (B.S.)

Colby Swanstone Colby Swanstone Kansas City, Missouri Area Details
Colby Swanstone's EMPOWER Retirement Experience September 2014 - Present
Job Graphic Designer at Empower Retirement
Industry Graphic Design
Experience
EMPOWER Retirement   September 2014 - Present
J.P. Morgan   March 2009 - August 2014
Northwest Missouri State University  August 2008 - December 2008

Skills
Adobe Creative Suite, Logo Design, Illustrator, Photoshop, Packaging, Illustration, Collateral, Graphic Design, InDesign, QuarkXPress, Advertising, Adobe Acrobat, Web Design, Dreamweaver, Social Media, Email Marketing, Flash, Mac, Typography, Branding & Identity, Pre-press, Layout, Brochures, Newsletters, Photography

Education
Northwest Missouri State University   2004 — 2008
B.F.A., Graphic Design

Northwest Missouri State University

Jeff Tignor Jeff Tignor Kansas City, Missouri Area Details
Jeff Tignor's EMPOWER Retirement Experience January 2014 - Present
Job Vice President Client Advisor at J.P. Morgan Retirement Plan Services
Industry Financial Services
Experience
EMPOWER Retirement   January 2014 - Present
J.P. Morgan   February 2013 - January 2014
J.P. Morgan   March 2011 - February 2013
J.P. Morgan   March 2010 - March 2011
J.P. Morgan   January 2006 - March 2010
J.P. Morgan   May 2004 - January 2006
Sprint Nextel  June 2002 - May 2004
Kansas State University  August 1996 - May 2002

Skills
Process Improvement, Analysis, Documentation, Sales Operations, Sales Presentations, Presentation Development, Group Presentations, Mobile Communications, Series 7, Series 63, Requirements Analysis, Product Development, Product Management, Program Management, 401k, Retirement, Investment Management

Education
Kansas State University   2001 — 2002
Master's degree

Kansas State University   1995 — 2001
Bachelor's degree

Derrick Sanderson Derrick Sanderson Greater Denver Area Details
Derrick Sanderson's EMPOWER Retirement Experience March 2014 - Present
Job Assistant Manager of Participant Services at Great West Financial
Industry Financial Services
Experience
Empower Retirement   March 2014 - Present
Empower Retirement   April 2013 - March 2014
Empower Retirement   June 2012 - March 2013
Empower Retirement   August 2010 - July 2012
Wells Fargo Bank  September 2009 - September 2010
World Cellars   May 2006 - January 2010
OEM Logistics Support INC.  January 2005 - May 2006
2003-2006  November 2003 - January 2005
Brent Brown Toyota  September 2001 - April 2002

Skills
Mutual Funds, Salesforce.com, Retirement Planning, Series 6, 401k, Customer Service, CRM, Qualified Retirement..., Sales, Series 63, Microsoft Excel, Outlook, Project Management, Retirement, Presentation Development, Financial Reporting, FINRA, Training, IRAs, Financial Services, Series 26

Education
Metropolitan State University of Denver   2006 — 2009
B.S., Finance; Financial Services minor in accounting

Stephanie O'Dear Stephanie O'Dear Kansas City, Missouri Area Details
Stephanie O'Dear's EMPOWER Retirement Experience November 2014 - Present
Job Head of Marketing, Retirement Solutions Group at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   November 2014 - Present
J.P. Morgan   February 2014 - October 2014
J.P. Morgan   June 2011 - January 2014
Martech  January 2009 - May 2011
SPACES magazine   2006 - 2010
The Cosmopolitan Group   2002 - 2007
Lyric Opera of Kansas City  2005 - 2006

Skills
Business Development, Public Speaking, Executive Team, Creative Management, Collaborative Leadership, Sales Force Development, Sales Management, Strategic Communications, Marketing Strategy, Strategy, Management, Brand Development, CRM, Leadership, Marketing, Project Planning, Program Management, New Business Development, Negotiation, Business Strategy, Creative Direction, Strategic Planning, Budgets, Sales, Team Leadership, Business Analysis, Direct Mail, Direct Marketing, Fundraising, Marketing Communications, Product Development, Public Relations, Strategic Partnerships

Education
Massachusetts Institute of Technology - Sloan School of Management   2015 — 2017
Master of Business Administration (M.B.A.)

Northwestern University - Kellogg School of Management   2009 — 2009

University of Missouri-Columbia   1987 — 1992
B.J. with Honors

North Kansas City High School   1983 — 1987

Molly McLaughlin Molly McLaughlin Westwood, Massachusetts Details
Molly McLaughlin's EMPOWER Retirement Experience June 2015 - Present
Job DC Sales CoOp at Empower Retirement
Industry
Experience
Empower Retirement   June 2015 - Present
Alnylam Pharmaceuticals  May 2014 - August 2014
Saratoga Golf and Polo Club   September 2013 - December 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Leadership, Social Networking, Customer Service, Market Research, Facebook

Education
Skidmore College   2011 — 2015
Bachelor of Science (B.S.), Management and Business, Senior

Scott Rothkamp, APA Scott Rothkamp, APA Greater Denver Area Details
Scott Rothkamp, APA's EMPOWER Retirement Experience November 2012 - Present
Job Senior Compliance Specialist at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   November 2012 - Present

Skills
Retirement Plan..., 401k, Retirement, Pensions, Defined Contribution, Employee Benefits, Profit Sharing, Qualified Retirement..., PowerPoint, Access, Customer Service, Financial Reporting, Project Management, Team Building, ERISA, Retirement Planning, Financial Services, Relationship Management, 403 b, Benefits Administration, Mutual Funds, Series 63

Education
St. Cloud State University   1987 — 1992

Kiley Glover Kiley Glover Parker, Colorado Details
Kiley Glover's EMPOWER Retirement Experience June 2007 - Present
Job Health and Wellness
Industry Health, Wellness and Fitness
Experience
Life Force International  February 2013 - Present
EMPOWER Retirement   June 2007 - Present

Skills
Investments, Risk Management, Financial Services, Leadership, Business Analysis, Analysis, Management, Business Planning, Process Improvement, Strategic Planning, Financial Analysis, Business Process..., Change Management, Team Building, Budgets, Coaching, Cross-functional Team..., Program Management, Call Centers, Wellness, Project Management, Customer Service, Start-ups, CRM, Sales, Business Development, Team Leadership, Series 6, Performance Management, Training, Operations Management, Data Analysis, Series 63, 401k, Leadership Development, Insurance, Vendor Management, Relationship Management, Account Management, Employee Benefits, Team Management, FINRA, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Securities, Fixed Annuities

Education
Luther College   1989 — 1993
Bachelor of Arts (B.A.), Psychology and Management

Ed Downs Ed Downs Greater Denver Area Details
Ed Downs's EMPOWER Retirement Experience January 2006 - Present
Job Senior Web Designer at Major Financial Services Firm
Industry Internet
Experience
Empower Retirement   January 2006 - Present
AT&T Broadband  1997 - 2001
Los Angeles Times  1985 - 1995

Skills
Information Architecture, Project Management, User Interface Design, XHTML, Business Requirements, InDesign, Management, Multimedia, Web Design, Web Standards, Email Marketing, Social Media Marketing, Marketing Strategy, Customer Service, Advertising, Marketing, Social Media, Strategic Planning

Education
Metropolitan State University of Denver

Melissa (Clark) Thorpe Melissa (Clark) Thorpe Greater Denver Area Details
Melissa (Clark) Thorpe's EMPOWER Retirement Experience January 2011 - Present
Job Internal Sales Director Core Market at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2011 - Present
MedAssets  March 2008 - January 2011
JPMorgan Retirement Plan Services  October 1999 - March 2008

Skills
401k, Series 63, Mutual Funds, Retirement, Retirement Planning, Process Improvement, Series 6, Asset Allocation, Investments, ERISA, Financial Services, Customer Service, Business Analysis, Securities, Microsoft Excel, Project Management, Strategic Planning, Equities, Series 65, Sales

Education
Kansas State University

Dan Friel Dan Friel Greater Boston Area Details
Dan Friel's EMPOWER Retirement Experience May 2011 - Present
Job Director TPA Relationships at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   May 2011 - Present
DailyAccess Corporation  December 2007 - May 2011
BenefitStreet  December 2006 - December 2007
Fidelity Investments  December 1996 - December 2006

Skills
401k

Education
Northeastern University   1991 — 1996
Law

Ashley Danielle Stigge Ashley Danielle Stigge Greater Denver Area Details
Ashley Danielle Stigge's EMPOWER Retirement Experience June 2014 - July 2015
Job
Industry Financial Services
Experience
Consumer Directed Attendent Support Services   August 2012 - August 2015
EMPOWER Retirement   June 2014 - July 2015
Great-West Financial  January 2013 - June 2014
Great-West Financial  August 2012 - January 2013
Synergy Staffing Incorporated  January 2012 - August 2012
Planned Parenthood of the Rocky Mountains  November 2011 - August 2012

Education
University of Denver   2014 — 2017
Bachelor's Degree, Business Administration and Leadership Studies

Portland Community College   2013 — 2014
Business Administration

Colorado Connections Academy
High School

Catherine Bombardier Murray Catherine Bombardier Murray Greater Boston Area Details
Catherine Bombardier Murray's EMPOWER Retirement Experience January 2015 - Present
Job Implementation Consultant at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   January 2015 - Present
Putnam Investments  September 2014 - January 2015
SalesQuest  September 2006 - September 2014
Fidelity Investments  March 2001 - May 2006
John Hancock Life Insurance Company (U.S.A.)   January 2000 - March 2001
John Hancock Life Insurance Company (U.S.A.)   October 1998 - January 2000
Putnam Investments  January 1997 - October 1998
Putnam Investments  September 1996 - January 1997

Skills
Essbase, Microsoft Excel, Financial Modeling, Team Building, Business Analysis, Forecasting

Education
Saint Anselm College
Bachelor of Arts (B.A.), Finance, General

Don Jurgens Don Jurgens Greater Atlanta Area Details
Don Jurgens's EMPOWER Retirement Experience June 2014 - Present
Job National Sales Director, Core Government Markets at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   June 2014 - Present
ICMA-RC  October 2002 - May 2014
Northern Trust Retirement Consulting  October 2000 - October 2002
VALIC  June 1988 - October 2000

Skills
Defined Benefit, Retirement, Defined Contribution, Series 63, Mutual Funds, Retirement Planning, New Business Development, Sales, 401k, Investments, Relationship Management, Asset Allocation, Sales Management, Investment Sales, Series 7, Series 24, Consultant Relations

Education
Purdue University
BA

Brian Kantor Brian Kantor Leawood, Kansas Details
Brian Kantor's EMPOWER Retirement Experience August 2015 - Present
Job Team Lead Client and Sales Support
Industry Financial Services
Experience
Empower Retirement   August 2015 - Present
Empower Retirement   May 2014 - August 2015
Empower Retirement (formerly JPMorgan Retirement Plan Services)   August 2013 - April 2014
Empower Retirement (formerly JPMorgan Retirement Plan Services)   March 2012 - July 2013
Sprint Nextel  January 2010 - March 2012
Lawrence Bank   September 2008 - January 2010
Bank of the West  April 2006 - September 2008
Hy Vee  September 2001 - April 2006

Skills
Series 63, Series 6, FINRA, 401k, Asset Management, Financial Services, Retirement, Relationship Management

Education
University of Kansas   2007 — 2009
Bachelor of Science (BS), Finance and Business Administration

Northwest Missouri State University   2005 — 2007

Matthew Huggins Matthew Huggins Kansas City, Missouri Area Details
Matthew Huggins's EMPOWER Retirement Experience May 2014 - Present
Job User Experience / User Interface Designer/Developer
Industry Marketing and Advertising
Experience
Empower Retirement   May 2014 - Present
Art Institutes International - Kansas City  October 2011 - Present
Matthew Huggins Design   March 2003 - Present
Saint Luke's Health System  May 2010 - May 2014
VML  November 2009 - August 2010
VML  August 2009 - March 2010
Spur Communications   March 2007 - March 2009
Site Design MD, LLC   May 2004 - March 2007
BNSF Railway  January 2002 - May 2004
Hisonic, Inc.   January 1995 - January 2003

Skills
User Experience, Information Architecture, jQuery, Graphic Design, Web Design, Web Development, Dreamweaver, CSS, Flash, WordPress, Adobe Creative Suite, XHTML, ActionScript, CMS, Photoshop, Illustrator, HTML, Multimedia, PHP, Logo Design, HTML 5, XML, Front-end, Joomla, HTML5, Adobe Acrobat, Flash Animation, SEO, Web Applications, Interaction Design, User Interface Design, Website Development, User Interface, InDesign, After Effects, Photography, Corporate Identity, Facebook, Motion Graphics, Drupal, Adobe Fireworks, Graphics, LAMP, Fireworks, osCommerce, Premiere, User Experience Design, Wireframes, JSON

Education
Park University   2007 — 2010
MIS

Johnson County Community College   1996 — 1998

Spring Hill High School   1991 — 1994

Michelle Elliott Michelle Elliott Minneapolis, Minnesota Details
Michelle Elliott's EMPOWER Retirement Experience December 2005 - Present
Job Compliance Specialist at GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement   December 2005 - Present
Wells Fargo  June 2004 - December 2005

Skills
401k, ERISA, Customer Service

Education
Miami University   2000 — 2004
Bachelor of Science (B.S.), Marketing

Jacques A. Simon Jacques A. Simon Greater New York City Area Details
Jacques A. Simon's EMPOWER Retirement Experience October 2012 - Present
Job Senior Associate at Great West Financial
Industry Financial Services
Experience
EMPOWER Retirement   October 2012 - Present
EMPOWER Retirement   August 2011 - October 2012
Verizon Wireless  November 2010 - August 2011

Skills
Financial Services, Employee Benefits, Relationship Management, Management, Mutual Funds, Microsoft Office, Microsoft Excel, CRM, Microsoft Word, Leadership, Investments, Data Analysis, SQL, Equity Research, Financial Analysis, Financial Modeling, MS Excel VBA, Business Development, PowerPoint, Equities, Fixed Income, Corporate Finance, Research, Trend Analysis, Benchmark Analysis, Finance, Cash Flow Forecasting, Bloomberg, Valuation, Capital Markets

Education
New Jersey Institute of Technology   2015 — 2016
MS, Finance

New York University   2014 — 2015
Certificate in Financial Analysis, Finance

Kean University   2006 — 2010
BA, Politics and Philosophy, GPA 3.54

Amy Ungles, CRPS, CMFC Amy Ungles, CRPS, CMFC Greater Denver Area Details
Amy Ungles, CRPS, CMFC's EMPOWER Retirement Experience April 2011 - February 2015
Job Internal Sales Consultant Emerging Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  February 2015 - Present
EMPOWER Retirement   April 2011 - February 2015
Great-West Retirement Services  September 2009 - April 2011
Smallwood Financial   September 2005 - September 2009

Skills
Chartered Retirement..., Chartered Mutual Fund..., Retirement Plan..., 401k, Defined Benefit, Retirement, Defined Contribution, Series 6, Series 63, Mutual Funds, Financial Services, Relationship Management, 401k Rollovers, Life, Pensions, ERISA

Education
Iowa State University   1985 — 1988
BA, Jounalism

Reggie Wheeler, CRC, CMFC Reggie Wheeler, CRC, CMFC Baton Rouge, Louisiana Area Details
Reggie Wheeler, CRC, CMFC's EMPOWER Retirement Experience December 2011 - Present
Job Retirement Plan Counselor at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   December 2011 - Present
Chase  2009 - 2011

Skills
Series 6, Series 63, 457 Plans, 401a Plans, Life, Health & Annuities..., TX & MS, Financial Advisory, 401k, Retirement Planning, Retirement, Financial Services, Investments, Loans, Mortgage Lending, Retirement Plan..., Banking, Insurance, Relationship Management, Customer Service, Mutual Funds, Securities

Education
LSU   1997 — 2003
Bachelor of Arts (B.A.), Liberal Arts, Mass Communication concentration

Xavier University of Louisiana   1995 — 1997

Southern New Hampshire University
Master's Degree, Finance and Financial Management Services

Rebekah Gibson Rebekah Gibson Belton, Missouri Details
Rebekah Gibson's EMPOWER Retirement Experience October 2014 - Present
Job Retirement Education Specialist
Industry Financial Services
Experience
EMPOWER Retirement   October 2014 - Present
Papa Murphys  September 2007 - Present
Papa Murphys  September 2007 - October 2014

Skills
Customer Service, Microsoft Word, Inventory Management, Microsoft Office, Time Management, Food, Microsoft Excel, Teamwork

Education
University of Central Missouri   2011 — 2013
Entrepreneurship and social enterprises. Business management, Entrepreneurship and Business Management

University of Central Missouri   2011 — 2013
Bachelor of Science Degree; Bachelor of Science Degree, Business Administration; Entrepreneurship and Social Enterprises and Business Management

Longview Community College   2009 — 2011
Associate of Arts (AA)

Suz Abare, MBA Suz Abare, MBA Greater Boston Area Details
Suz Abare, MBA's EMPOWER Retirement Experience July 2015 - Present
Job Retirement Consultant at Empower Retirement
Industry Management Consulting
Experience
Empower Retirement   July 2015 - Present
Abare Associates, LLC   July 2011 - Present
Evercare/United Healthcare   March 2009 - July 2011
Aviva USA  November 2006 - March 2008
MetLife  January 2004 - November 2006
General American Life Insurance Company  January 2001 - December 2003
General American Life Insurance Company  May 1998 - December 2000
United States Naval Reserve  August 1984 - November 1992

Skills
Insurance, Management, Health Insurance, Sales, Life Insurance, Strategic Planning, Marketing, Disability Insurance, Employee Benefits, New Business Development, Fixed Annuities, Process Improvement, Program Management, Market Research, Underwriting, Recruiting, Sales Operations, Customer Retention, Account Management, Medicare, Sales Management, Term Life Insurance, Management Consulting, Marketing Strategy, Strategic Consulting, Process Consulting, Healthcare Consulting, Product Marketing, Personal Financial..., Sales Presentations, Brokers, Annuity Sales, Fundraising, Business Intelligence, Key Account Development, Key Account Management, Universal Life, Whole Life, Variable Life, Long Term Care Insurance, Indexed Annuities, Variable Annuities, Mutual Funds, Managed Care, Medicare Advantage, Medicaid, Series 6, Series 63, Retirement Plan...

Education
Webster University
MBA, Business

Maryville University of Saint Louis
BS, Marketing

Maria Rayas Maria Rayas Denver, Colorado Details
Maria Rayas's EMPOWER Retirement Experience February 2015 - Present
Job Retirement Representative at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   February 2015 - Present
Colorado Pulse LLC   September 2012 - Present
Hyatt Regency Denver Tech Center Hotel  October 2014 - January 2015
Hyatt Regency Denver Tech Center Hotel  January 2014 - December 2014
The Trails Recreation Center  December 2009 - May 2014

Skills
Small Business..., Sales, Management, Coaching, Swim Instruction, Marketing, Recruiting, Entrepreneurship, Budgets, Event Management, Social Networking

Education
Metropolitan State University of Denver   2010 — 2014
Bachelor of Arts (B.A.), Psychology

Northern Arizona University

Jessica Starks Jessica Starks Tampa/St. Petersburg, Florida Area Details
Jessica Starks's EMPOWER Retirement Experience January 2007 - Present
Job Client Relationship Manager
Industry Financial Services
Experience
EMPOWER Retirement   January 2007 - Present
MetLife  January 2005 - December 2006
MetLife  June 2001 - December 2004
MetLife  November 1999 - May 2001

Skills
Series 63, Employee Benefits, Series 6, Sales

Education
Lindenwood University   1996 — 1999
Bachelor of Arts (B.A.), International Business

Jamie Addison, M.B.A Jamie Addison, M.B.A Kansas City, Missouri Area Details
Jamie Addison, M.B.A's EMPOWER Retirement Experience September 2014 - Present
Job RFP Response Specialist at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
J.P. Morgan Retirement Plan Services   July 2013 - September 2014
State Street  January 2013 - July 2013
State Street  November 2011 - January 2013
State Street  April 2010 - November 2011
Harte-Hanks  October 2009 - March 2010
New York Life Insurance Company  September 2008 - March 2009
Liberty Mutual  June 2006 - January 2008
Liberty Mutual  May 2002 - January 2006

Skills
Life Insurance, Fixed Annuities, Long-term Care, Insurance, Employee Benefits, Disability Insurance, Project Planning, Health Insurance, Risk Management, Strategic Financial..., PeopleSoft, Customer Service, Access, Financial Services, Claims Management, Superior Client Service, MCH, Microsoft Office

Education
Northwest Missouri State University   2010 — 2012
Master of Business Administration (M.B.A.)

Northwest Missouri State University   2002 — 2006
B.S., Business Management & Marketing

Lincoln College Prep High School   1998 — 2002

Christopher Denn Christopher Denn Greater Boston Area Details
Christopher Denn's EMPOWER Retirement Experience January 2013 - Present
Job Retirement Associate at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2013 - Present
Great West Retirement Services  November 2011 - December 2012
Great West Retirement Services  November 2009 - November 2011
Putnam Investments  June 2008 - November 2009

Skills
Retirement Planning, Series 63, Mutual Funds, Retirement, 401k, Asset Allocation, Investments, Securities, Financial Services, Investment Strategies, FINRA, IRAs, Wealth Management, Defined Benefit, Relationship Management, Insurance, Life Insurance, Asset Managment, Alternative Investments, Series 7

Education
Southern New Hampshire University   2007 — 2009
Bachelor, Economics/Finance

Southern New Hampshire University
Bachelor's degree, Economics

Judy Friedman, CFP® Judy Friedman, CFP® Greater Chicago Area Details
Judy Friedman, CFP®'s EMPOWER Retirement Experience January 2014 - Present
Job Manager, Retirement Plan Counseling at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2014 - Present
Bank of America/Merrill Lynch  November 2012 - January 2014
MetLife Resources  1994 - 2010

Skills
Retirement, Mutual Funds, Series 7, 65, 24, Series 6, Team Management, Retirement Planning, Series 63, Disability Insurance, Series 7, 401k, Fixed Annuities, Term Life Insurance, Investments, Long-term Care, Asset Allocation, Insurance, Employee Benefits, Strategic Planning, Life Insurance, Wealth Management

Education
Northern Illinois University
BS, Education

Robert R Ruhl Robert R Ruhl Kansas City, Missouri Area Details
Robert R Ruhl's EMPOWER Retirement Experience September 2012 - Present
Job Senior Cash Receipts Specialist at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2012 - Present
JP Morgan  October 2010 - September 2012
Equity Bank  March 2008 - November 2010
Target  August 2007 - November 2009

Skills
Investments, Customer Service, Sales, Financial Analysis, Accounts Payable, Time Management, Microsoft Excel, Leadership, Insurance, Strategic Planning, Marketing, Analysis, Finance

Education
University of Missouri-Kansas City   2008 — 2010
Bachelor of Arts, Business Administration; Finance

Longview Community College   2006 — 2008
Associate of Arts, Business Administration

Marsha Petzel Marsha Petzel Greater Atlanta Area Details
Marsha Petzel's EMPOWER Retirement Experience August 2013 - Present
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   August 2013 - Present
Reliance Trust Company  April 2012 - August 2013
SunTrust Bank  November 1993 - February 2012
Bank South, N.A.   1986 - 1993

Skills
Microsoft Word, Excel..., Team Leader on..., 401k, Relationship Management, Employee Benefits, Pensions, Defined Benefit, ERISA, Retirement, Microsoft Excel, Portfolio Management, Financial Services

Education
Johnson County Community College
Business

Kansas State University
Business

Carol Say Carol Say Greater Los Angeles Area Details
Carol Say's EMPOWER Retirement Experience September 1999 - Present
Job Key Retirement Plan Counselor with Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 1999 - Present

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Expert in areas of..., Financial Analysis, Insurance, Leadership, Process Improvement, Retirement, Sales, Strategic Planning

Education
Southern New Hampshire University
Master of Business Administration (MBA), Marketing and International Business

Jaysen Lowry Jaysen Lowry Kansas City, Missouri Area Details
Jaysen Lowry's EMPOWER Retirement Experience August 2015 - Present
Job RFP Response Specialist at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   August 2015 - Present
Great-West Financial  October 2014 - August 2015
Tunnicliff's Tavern   June 2008 - July 2014
Buca di Beppo  December 1998 - June 2008
Multi Service  February 2000 - May 2005

Skills
Restaurants, Wine, Customer Service, Training, Sales Management, Hospitality Industry, Business Writing, Project Management, Proposal Writing, Word Processing, Craft Beer, E-commerce, Business Planning, Relationship Management, Customer Satisfaction, Operating Systems, Marketing, Sales, Bartending, Longevity, Business Intelligence, Food, Social Media, Budgets, Restaurant Management, Beer, Inventory Management, Hiring, New Restaurant Openings

Education
Park University   1996 — 1998
Bachelor's degree, Psychology

Kyle Lenard Kyle Lenard Greater Atlanta Area Details
Kyle Lenard's EMPOWER Retirement Experience April 2014 - Present
Job Regional Sales Director Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   April 2014 - Present
OneAmerica - Retirement Services   June 2010 - April 2014
Mutual of Omaha  2006 - 2010
Ringside Products   1988 - 1992

Skills
Retirement, Financial Advisory, 401k, Qualified Retirement..., Retirement Planning, Series 6, Mutual Funds, Fixed Annuities, Disability Insurance, Series 7, Employee Benefits, Series 63, Defined Contribution, Investments, Life Insurance, Sales

Education
Kansas State University   1992 — 1997
Mass Communications, Advertising, Marketing, Japanese

Kansas State University   1992 — 1997

Shawnee Mission NW   1986 — 1990

Jamye Hemken Jamye Hemken Greater St. Louis Area Details
Jamye Hemken's EMPOWER Retirement Experience January 2011 - Present
Job Relationship Manager at EMPOWER Retirement
Industry Insurance
Experience
EMPOWER Retirement   January 2011 - Present
Great-West Financial  November 2006 - January 2011
MetLife  January 2006 - November 2006
MetLife  April 2004 - January 2006
US Bank  November 2000 - March 2004
Personal Trust   February 1999 - November 2000

Skills
401k, Mutual Funds, Investments, Employee Benefits, Analysis, Asset Allocation, CRM, Customer Service, ERISA, Finance, Financial Services, Fixed Annuities, Insurance, Management, Mergers & Acquisitions, Pensions, Portfolio Management, Retirement, Retirement Planning, Sales, Series 6, Series 63, Wealth Management, Strategic Financial...

Education
Southern Illinois University, Edwardsville   2002 — 2003
School of BusinessMasters, Business Administration

Southern Illinois University, Edwardsville   1996 — 1998
School of Business Bachelors, Business Administration

Grant Swanborg Grant Swanborg Greater Denver Area Details
Grant Swanborg's EMPOWER Retirement Experience August 2014 - Present
Job Senior Account Manager with EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   August 2014 - Present
Great-West Retirement Services  September 2006 - August 2014
Great-West Retirement Services  September 2001 - September 2006
MetLife  September 1998 - September 2001
MetLife  July 1997 - September 1998
MetLife  October 1993 - July 1997
MetLife  June 1991 - October 1993

Skills
Series 6, Defined Contribution, Life Insurance, IRAs, Series 7, Insurance, Investment Strategies, ERISA, 401k, Mutual Funds, Investment Advisory, Series 63, Uniform Combined State..., Banking, Retirement, Fixed Annuities, Alternative Investments, Pensions, Roth IRA, Relationship Management, Financial Services, Financial Advisory, Equities, Asset Management, Business Relationship..., Retirement Plan..., Series 24, Retirement Planning, Asset Allocation, Long-term Care, Health Insurance, Employee Benefits, Wealth Management, Strategic Financial..., Securities, Defined Benefit, Mortgage Lending, FINRA, Portfolio Management, Disability Insurance, Investments

Education
Metropolitan State College of Denver   1988 — 1989

Jeff Attwood Jeff Attwood Kansas City, Missouri Area Details
Jeff Attwood's EMPOWER Retirement Experience September 2014 - Present
Job Manager
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
State Street  February 2013 - September 2014
Jeffrey W. Attwood Consulting   January 2008 - December 2012
Prairie Capital Management LLC  1997 - January 2008
State Street  1996 - 1997

Skills
Financial Analysis, Mutual Funds, Investments, Finance, Microsoft Office, Alternative Investments, Process Improvement, Financial Modeling, Securities, Strategic Planning, Fixed Income, Business Analysis, Operations Management, Due Diligence, Equities, Financial Services, Bloomberg, Private Equity, Valuation

Education
Keller Graduate School of Management of DeVry University
Master's, Business Administration

University of Missouri-Columbia, College of Business
Bachelor's, Business Administration with Finance Concentration

David Donnell David Donnell Greater Denver Area Details
David Donnell's EMPOWER Retirement Experience May 2015 - Present
Job Senior Manager, Client Services at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   May 2015 - Present
EMPOWER Retirement   January 2012 - May 2015
Enterprise Iron Financial Industry Solutions, Inc.   June 2011 - January 2012
Lincoln Trust Company  August 2008 - March 2011
Merrill Lynch  June 2002 - June 2008
Merrill Lynch  October 1999 - June 2002

Skills
Retirement, Business Management, Mutual Funds, 401k, Financial Services, Investments, Process Improvement, Vendor Management, Business Analysis, Relationship Management, Risk Management, Call Center, Employee Benefits, Series 7, Securities, Asset Managment, Retirement Planning, Benefits Administration, Call Centers, Asset Management, Leadership, Management, Series 6, Strategic Planning

Education
Kenyon College   1981 — 1985
BA, Political Science

Casey Craig Casey Craig Greater Boston Area Details
Casey Craig's EMPOWER Retirement Experience October 2014 - Present
Job Regional Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   October 2014 - Present
Putnam Investments  February 2009 - Present
Fidelity Investments  2003 - 2009
Boston Celtics  1999 - 2003

Skills
Sales Management, Product Marketing, Advertising, Corporate Finance, Financial Planning, Investments, Series 7, Strategic Planning, Financial Services, Strategic Financial..., CRM, Leadership, Business Development, Defined Contribution, Competitive Analysis, Retirement, New Business Development, Relationship Management, Mutual Funds, Management, Business Planning, Marketing, Budgets, Series 63, Strategy, 401k

Education
West Virginia University   1997 — 1999
MS, Sports Administration

Juniata College   1993 — 1997
BS, Business Management

Westmont Hilltop   1990 — 1993
HS

Ken Moran Ken Moran Kansas City, Missouri Area Details
Ken Moran's EMPOWER Retirement Experience October 2014 - Present
Job Lead Business Process Analyst at EMPOWER Retirement
Industry Banking
Experience
EMPOWER Retirement   October 2014 - Present
JPMorgan Chase  June 2013 - Present
Genesis10  April 2012 - May 2013
Ericsson  March 2011 - April 2012
Genesis10  January 2011 - March 2011
Genesis10  April 2010 - January 2011
Sprint  December 1994 - December 2009

Skills
PMO, PMP, Vendor Management, Program Management, Project Portfolio..., Business Process..., Process Improvement, Project Management, Telecommunications, Business Analysis, Change Management, Cross-functional Team..., Six Sigma, Business Case, Requirements Analysis, MS Project, Certified Project..., Business Process, Visio, IT Management, Management Consulting, Workshop Facilitation, Project Planning, Operational Excellence, Data Center, IT Strategy

Education
Villanova University   2008 — 2009
Certification, Lean Six Sigma Black Belt

The George Washington University   1999 — 2000
Masters Certification, Project Management

Ottawa University   1989 — 1993
B.A, Communications & World History

Castleknock College   1983 — 1988

Tem Miller Tem Miller Greater Atlanta Area Details
Tem Miller's EMPOWER Retirement Experience July 2013 - Present
Job Regional Sales Director, EmpowerRetirement
Industry Financial Services
Experience
Empower-Retirement  July 2013 - Present
AXA Financial  March 2012 - July 2013
Standard Insurance Company  January 2010 - December 2011
AUL OneAmerica   May 2007 - December 2010
SunGard-Pronvest   March 2005 - March 2007
USI Consulting   December 2003 - December 2005
AIG VALIC  December 1992 - December 2003
SunGard-Corbel  March 1984 - March 1987

Skills
Sales Presentations, ERISA Technical, Strategic Communications, Government, Non-profits, 401k, Retirement, ERISA, Pensions, Fixed Annuities, Financial Advisory, Nonprofits

Education
The University of Tennessee at Chattanooga   1987 — 1989
Graduate Studies MBA, Finance

Sewanee-The University of the South   1967 — 1971
BA, Economics

Ann Galvin Ann Galvin Amesbury, Massachusetts Details
Ann Galvin's EMPOWER Retirement Experience January 2015 - Present
Job Executive Assistant at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   January 2015 - Present
Putnam Investments  September 2012 - December 2014
Wells Fargo  July 2010 - September 2012
Evergreen Investments  2007 - 2010

Education
University of New Orleans   2004 — 2006
Bachelor’s Degree, European History

Southwestern Community College District   2000 — 2004
Associate’s Degree, General Studies

Valerie Bowman Valerie Bowman Greater Chicago Area Details
Valerie Bowman's EMPOWER Retirement Experience 2010 - Present
Job Retirement Education Counselor
Industry Financial Services
Experience
EMPOWER Retirement   2010 - Present
Waddell & Reed  2009 - 2010
Bank of America  2009 - 2009
Financial Network  2005 - 2009

Skills
Personal Financial..., Mutual Funds, Managed Accounts, Defined Contribution, Defined Benefit, Trust Department Tax..., Individual Tax, Public Speaking, Training, 403 b, Tax, Financial Services, Retirement, Managing Accounts, Accounting

Education
Loyola University of Chicago
BA

Jim Jennings Jim Jennings Kansas City, Missouri Area Details
Jim Jennings's EMPOWER Retirement Experience September 2014 - Present
Job Lead Financial Analyst at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
JP Morgan Chase  March 2010 - September 2014
White Label Wireless   August 2009 - March 2010
American Century Investments  2005 - 2009
American Century Investments  2002 - 2005
American Century Investments  2001 - 2002
American Century Investments  1999 - 2001
American Century Investments  1997 - 1999
Nine West Group  1992 - 1997

Skills
Financial Modeling, Financial Analysis, Accounting, Financial Reporting, Budgets, Strategic Financial..., Forecasting, Mutual Funds, Management, Strategic Planning, Investments, Due Diligence, Client / Channel..., Pricing, Balanced Scorecard, Corporate Communications, IPO, Lines Of Credit, Asset Managment, Bonus Programs, Profit Maximization, Cost Saving Initiatives, Activity Based Costing, Activity Based..., Board Presentations, Hyperion Financial..., SAP ERP, Cost Management, Revenue & Profit Growth, Revenue Analysis, Analysis, Financial Planning, Asset Management, Executive Management, Finance, Mergers & Acquisitions, Process Improvement, Leadership, Financial Services

Education
Saint Louis University   1993 — 1995
Masters, Finance

The University of Kansas   1986 — 1989
BS, Business & Accounting

University of Missouri-Rolla   1984 — 1986
transferred, Civil Engineering & Management

Janet McCarthy Janet McCarthy Greater Boston Area Details
Janet McCarthy's EMPOWER Retirement Experience June 2015 - Present
Job Client Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   June 2015 - Present
Citizens Bank  January 2011 - July 2014
Putnam Investments  September 2007 - December 2009
Putnam Investments  January 2007 - December 2009
Thorndike Company   October 2005 - January 2007
Putnam Investments  October 2003 - October 2005
Putnam Investments  June 2002 - October 2003
Putnam Investments  June 2002 - September 2003
Putnam Investments  June 2001 - June 2002

Skills
Business Planning, Financial Services, Management, Portfolio Management, Training, Mutual Funds, Finance, Leadership, Series 63, Series 7, Relationship Management, Retirement

Education
Quinnipiac University   1975 — 1979

Suffolk University

Erik Woodin ChFC, APR Erik Woodin ChFC, APR Bozeman, Montana Details
Erik Woodin ChFC, APR's EMPOWER Retirement Experience July 2007 - Present
Job Regional Sales Director at Empower Retirement, a division of GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement   July 2007 - Present
EMPOWER Retirement   April 2005 - July 2007
Strategic Financial Partners & New England Financial   June 2003 - April 2005

Skills
401k, Defined Contribution, Retirement, Retirement Plan..., Pensions, Mutual Funds, Asset Allocation, Profit Sharing, Wealth Management, Series 7, Series 6, Series 63

Education
Minnesota State University, Mankato   1999 — 2003
Bachelor of Science, Finance

The American College
Chartered Financial Consultant (ChFC)

National Institute of Pension Administrators (NIPA)
Accredited Pension Representative (APR)

Brookfield East High School
High School

Heather Mauzy, QKA Heather Mauzy, QKA Greater Denver Area Details
Heather Mauzy, QKA's EMPOWER Retirement Experience October 2011 - Present
Job Lead Implementation Analyst at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   October 2011 - Present
Vanguard Group  March 2008 - October 2011
Vanguard Group  May 1998 - March 2007

Skills
Project Management, Cross-functional Team..., Leadership, Coaching, Training, 401k, Mutual Funds, Financial Services, Marketing, Risk Management, Management, Process Improvement, Relationship Management, Vendor Management, Investments, Analysis, Business Analysis, Employee Benefits

Education
Keller Graduate School of Management   2009 — 2011
Masters, Project Management

University of Phoenix   2001 — 2003
MBA

Northern Arizona University-The W. A. Franke College of Business   1993 — 1997
Bachelor's, Finance

Darryn Zuehlke Darryn Zuehlke Greater Denver Area Details
Darryn Zuehlke's EMPOWER Retirement Experience May 2014 - Present
Job Communications and Marketing Professional
Industry Public Relations and Communications
Experience
EMPOWER Retirement   May 2014 - Present
Public Relations, Public Communications, Community/Client Outreach Specialist   March 2014 - May 2014
City and County of Denver  December 1998 - March 2014
Greater Metro Telecommunications Consortium   2004 - 2010
City of Northglenn  March 1992 - December 1998
NTV  1989 - 1992

Skills
Government, Leadership, Event Planning, Media Relations, Press Releases, Project Management, Television, Public Relations, Public Speaking, Program Management, Newsletters, Crisis Communications, Strategic Communications, Community Outreach, Community Development, Fundraising

Education
San Diego State University-California State University   1986 — 1988
BA Political Science

Brent Neese Brent Neese Greater Denver Area Details
Brent Neese's EMPOWER Retirement Experience August 2011 - Present
Job Senior Vice President, Government Markets at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   August 2011 - Present
EMPOWER Retirement   January 2007 - August 2011
VALIC  May 2002 - December 2007
VALIC  May 1999 - May 2002
VALIC  May 1995 - May 1999

Skills
401k, Series 7, Retirement, FINRA, Mutual Funds, Retirement Planning, Uniform Combined State..., IRAs, Employee Benefits, Insurance, Fixed Annuities, Series 63, Series 24, Sales Management, Defined Contribution, Financial Services, Series 6, Asset Allocation, Wealth Management, Asset Management, Sales, Pensions, ERISA, Qualified Retirement..., Relationship Management, Finance, Investments, Strategic Financial..., Securities, Defined Benefit, 401k Rollovers, Investment Strategies, Retirement Plan..., Series 65, Financial Advisory, Investment Advisory, Life Insurance, Alternative Investments, Financial Planners, Profit Sharing, Long-term Care, Life & Health Insurance..., Variable Annuities, Roth IRA, Separately Managed..., Portfolio Management, Personal Financial..., Fiduciary, Estate Planning

Education
Jacksonville University   1991 — 1995
BS, Business Adminstration

Matthew D. Morin Matthew D. Morin Greater Boston Area Details
Matthew D. Morin's EMPOWER Retirement Experience January 2015 - Present
Job Sales Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Putnam Investments  February 2014 - January 2015
Putnam Investments  April 2012 - February 2014
Putnam Investments  March 2011 - May 2012
Putnam Investments  November 2009 - May 2011
Southern New Hampshire University  April 2010 - April 2011
Southern New Hampshire University  April 2009 - April 2010
ECCO Sko A/S  January 2009 - May 2009

Skills
Series 63, Mutual Funds, Retirement, 401k, IRAs, Financial Services, Series 7, Asset Allocation, Wealth Management, Call Center, Accounting, Sales, Outlook, Portfolio Management, Customer Service, Time Management, Employee Benefits, Microsoft Excel, Investments, Analysis, Defined Contribution, Retirement Planning, Call Centers, Life Insurance

Education
Southern New Hampshire University   2007 — 2011
Bachelor of Science, Accounting and Finance

Harriet Jacobs Harriet Jacobs Greater Los Angeles Area Details
Harriet Jacobs's EMPOWER Retirement Experience March 2012 - Present
Job Regional Director of Sales at Great West Financial
Industry Financial Services
Experience
EMPOWER Retirement   March 2012 - Present
ING  July 2008 - March 2012
CitiStreet  2000 - 2008
State Street  1994 - 2000
ICMA Retirement Corporation  1989 - 1994

Skills
Deferred Compensation, Sales, Employee Benefits, Customer Service, Mutual Funds, Business Development, Retirement, Insurance, Financial Services, Relationship Management, Series 63, Retirement Planning, Government, Equities, Securities, Leadership, Team Building, Strategic Financial..., Strategic Planning, Series 6, Vendor Management, Pensions, Series 7, Financial Advisory, Fixed Annuities, Investments, Mergers & Acquisitions, Finance, Portfolio Management, Banking, Investment Advisory, Asset Allocation, CRM, Defined Contribution, Defined Benefit, Investment Strategies, 401k, Series 65, Financial Analysis, Asset Management, Risk Management, ERISA, Process Improvement, Alternative Investments, Wealth Management, Strategy, Series 24, Life Insurance, FINRA, Investment Management

Education
Pitzer College
BA, Psychology

University of Connecticut
MSW, Casework

Eric Sanderson Eric Sanderson Columbus, Ohio Area Details
Eric Sanderson's EMPOWER Retirement Experience September 2013 - Present
Job Client Relationship Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2013 - Present
US Navy  October 2007 - Present
Arthur N Caple (ANC) Foundation   September 2009 - August 2013
NAGDCA   2009 - August 2013
Ohio Public Employees Retirement System  January 2002 - August 2013
Nationwide Financial  1999 - 2001

Skills
Pensions, Retirement, Defined Benefit, Strategic Planning, Mutual Funds, Employee Benefits, Investments, Asset Allocation, Policy, 401k, Government, Insurance, Benefits Administration, Customer Service, Team Leadership, DB / DC Hybrid Plans, RFP Issuance &..., Budgeting, Vendor Relationships, Self-Directed Brokerage..., Customized Target Date..., Defined Benefit &..., Retirement Plan Design, Qualified Plan..., Series 6, Active DoD Top Secret..., Retirement Planning, Risk Management, Navy, DoD

Education
Miami University   1986 — 1990
Bachelor of Science (B.S.), Finance

Brian O'Neill, CPLP, SPHR, SHRM-SCP Brian O'Neill, CPLP, SPHR, SHRM-SCP Greater Denver Area Details
Brian O'Neill, CPLP, SPHR, SHRM-SCP's EMPOWER Retirement Experience November 2011 - February 2013
Job Excellence in Learning and Leadership Development | Learning Strategy | Organizational Development | Culture
Industry Human Resources
Experience
The Venetian I The Palazzo Sands Expo   February 2013 - Present
Empower Retirement   November 2011 - February 2013
Sears Holdings Corporation  July 2010 - October 2011
Noble Investment Group  May 2008 - July 2010
RockResorts/Vail Resorts   October 2002 - March 2007
Bank of America  January 2001 - October 2002
Marriott International  January 1995 - January 2001

Skills
Organizational Learning, Curriculum Design, Leadership Development, Vision and Strategy, Organizing Frameworks, Performance Management, Succession Planning, Change Management, Project Planning, Knowledge Management, Blended Learning..., Learning Management, LMS and LCMS, Customer Loyalty, Quality Assurance, Brand Architecture, Customer Service, Hospitality, Organizational..., E-learning, Guest Satisfaction, Intranet, Blended Learning, Brand Standards, Performance Excellence, Orientation, E-Learning, Training Delivery, Customer Satisfaction, CPLP, Performance Consulting, Needs Analysis, New Hire Orientations, Training, Management, Employee Relations, Employee Training, Leadership, Coaching, Talent Management, Onboarding, Human Resources, Organizational..., Program Management, Culture Change, Strategy, Workshop Facilitation, Employee Engagement, Executive Coaching, Process Improvement

Education
SHRM-SCP   2015 — 2018
SHRM Senior Certified Professional, Human Resources Development

SPHR - SHRM   2011 — 2012
Senior Professional in Human Resources, Human Resources Development

CPLP - ASTD   2009 — 2010
CPLP, Certified Professional in Learning and Performance

University of Colorado Denver   1997 — 2000
MA, Information & Learning Technologies

Kansas State University
BS, Communications

David McClafferty, Jr. David McClafferty, Jr. Cleveland/Akron, Ohio Area Details
David McClafferty, Jr.'s EMPOWER Retirement Experience October 2006 - Present
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   October 2006 - Present
MetLife  June 2005 - October 2006
Securian Retirement Services  June 1998 - June 2005
New England Financial  June 1996 - June 1998

Skills
401k, Defined Benefit, Series 63, FINRA, Retirement, Pensions, ERISA, Retirement Planning, Employee Benefits, Retirement Plan..., Series 6, Series 7, Mutual Funds, Investment Advisory, Asset Allocation

Education
John Carroll University   1993 — 1996
MBA, Finance

John Carroll University   1987 — 1992
BA, Economics

Cloverleaf High School   1984 — 1987
College Prep

Nikki Flores Nikki Flores Greater Denver Area Details
Nikki Flores's EMPOWER Retirement Experience May 2014 - February 2015
Job writer by nature, digital marketer by nurture
Industry Marketing and Advertising
Experience
Intelligent Demand  February 2015 - Present
EMPOWER Retirement   May 2014 - February 2015
Great-West Financial  November 2013 - May 2014
Freelance Content Writer / Website Analysis   May 2013 - November 2013
World Synergy  October 2012 - May 2013
Factor Finders   October 2011 - September 2012
PRN Funding, LLC   August 2004 - September 2012
The Cleveland Foundation  2004 - May 2004
John Carroll University  August 2000 - April 2004
John Carroll University  September 2003 - December 2003

Skills
Customer Relations, Budgeting, Trade Show Coordination, Newsletters, Writing, Social Media, Online Marketing, Marketing Strategy, Public Relations, Account Management, Constant Contact, Twitter, Facebook, YouTube, Sales Management, Salesforce.com, Online Advertising, Advertising, Google Analytics, Google Adwords, Budgets, Sales, SEO copywriting, SEO, Customer Service, Basecamp, Marketing, CRM, Editing, Blogging, Trade Shows, Google Webmaster Tools, Drupal, Miva, Magento, HTML, Copywriting, Press Releases, Lead Generation, E-commerce, PPC, Strategy, Web Marketing, Creative Direction, Direct Mail, Leadership, Content Development, Content Marketing, SEM, User Experience

Education
John Carroll University   2000 — 2004
BA, Communications, Spanish

Leslie A. Caldwell Leslie A. Caldwell Greater Los Angeles Area Details
Leslie A. Caldwell's EMPOWER Retirement Experience October 2007 - Present
Job Key Retirement Plan Counselor, CRC | EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   October 2007 - Present
Great-West Retirement Services  October 2007 - March 2012

Skills
Retirement Planning, 401k, Retirement, Employee Benefits, Retirement Plan..., Series 6, Sales, Defined Benefit, Series 63, Mutual Funds, Pensions, Strategic Planning, Insurance, Investment Advisory, Financial Services, Customer Service, FINRA, Fixed Annuities, Life Insurance, Strategic Financial..., IRAs, Relationship Management, Asset Allocation, ERISA, Finance, Investments, Uniform Combined State..., Financial Advisory, Defined Contribution, Public Speaking, Investment Strategies, Wealth Management, Leadership, Portfolio Management, Volunteer, Microsoft Excel, Employee Training, Financial Planning

Education
Northwestern University   1985 — 1990
Bachelor of Arts (BA), Communications Studies/ Marketing, Honors

L. Brooke Head L. Brooke Head Kansas City, Missouri Details
L. Brooke Head's EMPOWER Retirement Experience June 2015 - Present
Job Registered Retirement Education Specialist
Industry Investment Management
Experience
EMPOWER Retirement   June 2015 - Present
Glace Artisan Ice Cream   April 2012 - Present
Rockhurst University  August 2011 - May 2015
Delta Sigma Pi- Nu Omega Chapter   December 2012 - September 2014
John Knox Village  October 2009 - April 2012

Skills
Time Management, Organization, Teamwork, Leadership, PowerPoint, Microsoft Suites, Research, Data Entry, Microsoft Office, Data Analysis, Team Leadership, Accounting, Strategic Planning, Efficiency, Writing, Communication, Task Management, Team Management, Customer Service, Cashiering, Customer Satisfaction, Friendly Personality, Idea Generation, Spreadsheets, Outlook, Microsoft Excel, Budgets, Event Management, Editing, Financial Accounting, General Ledger, 10 Key, Logistics, Social Media, Project Management, Process Improvement, Peachtree, Microsoft Word, Public Speaking

Education
Rockhurst University   2011 — 2015
BSBA, Accounting

Lee's Summit North High School   2007 — 2011
Diploma

Brandon Humbard Brandon Humbard Overland Park, Kansas Details
Brandon Humbard's EMPOWER Retirement Experience May 2013 - Present
Job Business Specialist Retirement Plan Services
Industry Accounting
Experience
Empower Retirement   May 2013 - Present
Controlvision   May 2010 - May 2013

Skills
Accounting, Financial Reporting, Financial Analysis, Research, Financial Accounting, Teamwork, Microsoft Word, Auditing, Microsoft Excel, Market Research, Analysis, QuickBooks

Education
Pittsburg State University   2010 — 2013
Bachelor's degree, Accounting and Finance

Union College (NE)   2008 — 2009
Bachelor of Business Administration (BBA), Accounting

Justin Clements Justin Clements North Andover, Massachusetts Details
Justin Clements's EMPOWER Retirement Experience January 2015 - Present
Job Putnam Investments
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Putnam Investments  April 2014 - December 2014
Putnam Investments  June 2013 - April 2014
Putnam Investments  December 2012 - June 2013
Putnam Investments  June 2012 - December 2012

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Teamwork, Research, Access, Outlook, Adobe Acrobat, Salesforce.com, Lotus Notes

Education
Merrimack College   2009 — 2013
Business Administration, Management

Courtney Cronin Courtney Cronin Greater Boston Area Details
Courtney Cronin's EMPOWER Retirement Experience July 2014 - Present
Job Training Specialist at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   July 2014 - Present
Putnam Investments  June 2014 - July 2014
Putnam Investments  February 2009 - June 2014
Putnam Investments  July 2000 - February 2009
Putnam Investments  November 1998 - June 2000

Education
Massachusetts College of Liberal Arts   1990 — 1994
Bachelors, English Communications

James Biaesch James Biaesch Greater Denver Area Details
James Biaesch's EMPOWER Retirement Experience February 2010 - Present
Job Lead Merger Analyst at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   February 2010 - Present
J.P. Morgan Retirement Plan Services   September 2009 - March 2010
AIM Investmentnts   October 2003 - August 2009

Skills
Investments, 401k, Mutual Funds, Leadership, Relationship Management, Retirement Planning, Coaching, Financial Services, Salesforce.com, Series 6

Education
Metropolitan State University of Denver   2001 — 2003
Bachelor of Arts, Marketing

Chery Victoria Chery Victoria Greater Boston Area Details
Chery Victoria's EMPOWER Retirement Experience April 2008 - Present
Job Assistant Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   April 2008 - Present
ADP  July 2007 - April 2008
Fidelity Investments  August 2006 - January 2007
Fidelity Investments  January 2004 - July 2006

Skills
Series 6, Series 63, Series 26, Management, Investments, Relationship Management, Finance, Financial Services, Retirement, Coaching, Mutual Funds, Project Management, Process Improvement, 401k, Leadership, Team Management, Customer Service, Call Centers

Education
University of Massachusetts Lowell   2003 — 2004
Business Administration and Management, General

Northern Essex Community College   2000 — 2002
Associate's Degree, Business Administration and Management, General

Molly Magnuson Molly Magnuson Overland Park, Kansas Details
Molly Magnuson's EMPOWER Retirement Experience February 2013 - Present
Job Conversion Payroll Implementation Analyst at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   February 2013 - Present
Boston Financial Data Services  October 2010 - January 2013
Powder Blue Productions  2010 - 2012
Bank of Blue Valley  January 2008 - January 2010

Skills
Mutual Funds, Finance, Customer Service, Leadership, Banking, Financial Background, Microsoft Office, Fitness Training, Peer Training, Time Management, Payroll Services, Payroll, ASPPA 1, ASPPA 2, Cash Handling Experience, OmniPlus, 401k, Employee Training, Payroll Analysis, Bookkeeping, Highly detail oriented, Computer Software, Teamwork, Strategic Planning, Social Media, Data Entry, Corporate Communications, Internal Communications, Financial Statements, AWD, TA2000, Concierge Services, Email Clients, Email Encryption, Email Archiving, Spreadsheets, Qualified Retirement..., Non-Qualified Deferred..., Sungard GMI, 457 Plans, 529 Plans, Quality Assurance, Data Reconciliation, Microsoft Excel

Education
MidAmerica Nazarene University   2010 — 2013
Bachelor's, Management and Human Relations; Applied Organizational Leadership

University of Kansas   2010 — 2010

Kansas State University   2008 — 2009

Johnson County Community College

Lisa Baca Lisa Baca Denver, Colorado Details
Lisa Baca's EMPOWER Retirement Experience July 1995 - Present
Job at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   July 1995 - Present

Skills
Team Leadership, Retirement, ERISA, Retirement Planning, Defined Contribution, Investments, Financial Advisory, 401k, Defined Benefit, Retirement Plan..., Series 6, Wealth Management, Series 63, Qualified Retirement..., Mutual Funds, Pensions, Profit Sharing, Series 7, FINRA, Asset Allocation, IRAs, Investment Advisory, Series 65, Fixed Annuities, Investment Strategies, Uniform Combined State...

Education
Metropolitan State University of Denver
Accounting with Financial Emphasis

Michael King McGee Michael King McGee Kansas City, Missouri Area Details
Michael King McGee's EMPOWER Retirement Experience November 2013 - Present
Job Board Member at American Advertising Federation Kansas City
Industry Marketing and Advertising
Experience
American Advertising Federation- Kansas City  July 2015 - Present
EMPOWER Retirement   November 2013 - Present
104West 44North   May 2012 - November 2013
H&R Block  November 2012 - June 2013
Blacktop Creative  June 2012 - November 2012
Larson Binkley  December 2005 - May 2012
H&R Block  2002 - 2005
Black & Veatch  1998 - 2001
The Marketing Consortium  1997 - 1998

Skills
Graphic Design, Art Direction, Creative Direction, Advertising, Logo Design, Brochures, Corporate Identity, Photography, Illustrator, Branding & Identity, Graphics, Corporate Communications, Posters, Adobe Acrobat, Adobe Creative Suite, Email Marketing, Marketing Communications, Trade Shows, B2B Marketing, Business Cards, Concept Development, Visual Communication, Website Development, WordPress, Branding Development, Banners, Creative Problem Solving, CSS, Digital Marketing, Digital Photography, Flyers, Experience Design, Illustration, Typography, User Experience, Web Design, Identity Development, Logos, Multi-channel Retail, Promotions, Retail Marketing, Invitations, Photo Shoot Direction, Billboards, Packaging Graphics, Signage, mobile app design

Education
Johnson County Community College   1994 — 1996
Associate of Applied Science

The University of Kansas

Caitlin Harris Caitlin Harris Kansas City, Missouri Area Details
Caitlin Harris's EMPOWER Retirement Experience November 2014 - Present
Job Empower Retirement
Industry Financial Services
Experience
Empower Retirement   November 2014 - Present
Victorias Bridal and Formal Wear   March 2013 - October 2014
Style School   January 2012 - March 2013
Bath & Body Works  September 2011 - March 2013
Victoria's Bridal and Formal Wear   August 2010 - May 2011
Victoria's Bridal and Formal Wear   May 2010 - June 2010

Skills
Embroidery, Word, Excel, Product Development, Beading, Visual Storytelling, Draping, Fashion Design, Sewing, Photoshop, Illustrator, Visual Merchandising, Fashion Illustration, InDesign, Adobe Creative Suite, Brand Development, PowerPoint, Trend Research, Blogging, Microsoft Office, Social Media, Retail, Customer Service, Layout, Trend Analysis, Styling, Textile Design, Sketching

Education
Stephens College   2007 — 2011
BFA, Fashion Design and Product Development

Gary Wilkins Gary Wilkins Houston, Texas Details
Gary Wilkins's EMPOWER Retirement Experience January 2001 - Present
Job Client Relationship Director at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2001 - Present
Great-West Financial  January 2001 - Present
Great-West Retirement Services  June 1993 - December 2000

Skills
CRM, Mutual Funds, Retirement, Relationship Management, 401k, Pensions, Asset Allocation, Employee Benefits, Account Management

Education
Louisiana State University   1985 — 1990
Bachelor of Arts & Sciences, Economics, Graduate

William Dodge William Dodge Greater New York City Area Details
William Dodge's EMPOWER Retirement Experience December 2014 - May 2015
Job Internal Wholesaler
Industry Financial Services
Experience
Prudential Financial  July 2015 - Present
EMPOWER Retirement   December 2014 - May 2015
Putnam Investments  July 2014 - December 2014
Putnam Investments  October 2013 - July 2014
Merrill Lynch  May 2012 - October 2013
Merrill Edge  August 2011 - May 2012
Metrorock   2008 - 2011

Skills
Investments, Sales, Customer Service, Series 7, Mutual Funds, 401k, Retirement, Securities, Equites

Education
Lynn University   2002 — 2006
Bachelor's degree, Hospitality Administration/Management

Caleb Mason Caleb Mason Greater Boston Area Details
Caleb Mason's EMPOWER Retirement Experience December 2014 - Present
Job Participant Service Representative
Industry Financial Services
Experience
Empower Retirement   December 2014 - Present
INTERNATIONAL INSTITUTE OF NEW ENGLAND  January 2014 - April 2014
Academic Resource Center at Saint Anselm College   September 2013 - April 2014
Barry Conservation Camp, UNHCE   June 2013 - August 2013
Barry Conservation Camp   June 2012 - August 2012
Fox News Channel  January 2012 - January 2012
Barry Conservation Camp   June 2011 - August 2011

Skills
Microsoft Office, Public Speaking, Youth Development, SPSS, Volunteer Management, Grant Writing, Critical Thinking, Statistics, Public Relations, International Relations, Public Policy, Student Affairs, Blogging, Leadership Development, Program Development, Politics, Tutoring, Team Leadership, Marketing, Student Development, Marketing Communications, Adobe Creative Suite, Policy Analysis, Political Science, Cpr Certified, Data Entry, Creative Writing, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Social Media

Education
Saint Anselm College   2010 — 2014
Bachelor's Degree, International Business

Saint Paul's Advanced Studies Program
Advanced Mathematics

Laurie Siergiewicz Laurie Siergiewicz Greater Boston Area Details
Laurie Siergiewicz's EMPOWER Retirement Experience September 2008 - Present
Job Retirement Consultant at GreatWest Life and Annuity Insurance Company
Industry Financial Services
Experience
EMPOWER Retirement   September 2008 - Present
Putnam Investments  July 2004 - August 2007
Fidelity Investments  December 2000 - June 2004

Skills
Management, Investments, Sales Operations, Retirement, Account Management, Sales, Team Building, 401k, Retirement Planning, Mutual Funds, Pensions, Series 63

Education
Northeastern University   1980 — 1985
Bachelor's of Science, Communication and Media Studies

Vincent Maniscalco Vincent Maniscalco Danvers, Massachusetts Details
Vincent Maniscalco's EMPOWER Retirement Experience September 2015 - Present
Job Lead Retirement Representative with Empower Retirement
Industry Financial Services
Experience
Empower Retirement   September 2015 - Present
Empower Retirement   June 2015 - September 2015
EMPOWER Retirement   April 2014 - June 2015
Putnam Investments  April 2014 - January 2015
Laser Quest  May 2012 - April 2014
Laser Quest  August 2011 - May 2012
Laser Quest  November 2007 - August 2011

Skills
Series 7, Series 63, Customer Service, Event Management, Leadership, Public Speaking, Inventory Management, Entertainment, Telephone Skills, Teamwork, Critical Thinking, Employee Training, Process Scheduler, Sales, Coaching, Social Networking, Time Management, Event Planning, Microsoft Office, Hospitality, Phone Etiquette

Education
Saint Anselm College   2008 — 2012
Bachelor's degree, Liberal Studies in the Great Books

Donald Sykes Donald Sykes Overland Park, Kansas Details
Donald Sykes's EMPOWER Retirement Experience September 2014 - Present
Job at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
J.P. Morgan   April 2014 - September 2014
JPMorgan Chase  June 2013 - April 2014
Farmers Insurance  June 2011 - June 2013

Skills
PowerPoint, Sales Management, Microsoft Office, Cold Calling, Social Media, Legal Liability, Commercial Insurance, Sales, Insurance, Property & Casualty..., Marketing, Customer Service, Outlook, Microsoft Excel, Time Management, Social Media Marketing, Public Speaking, Facebook, Marketing Communications, Coaching, Team Building, Microsoft Word, Leadership Development, Workers Compensation, Negotiation, Account Management, Leadership

Education
University of Kansas   2007 — 2011
Bachelor of General Studies, Communication, General

Johnson County Community College   2004 — 2008
Associate's degree, General Studies

Devin Block Devin Block Greater Denver Area Details
Devin Block's EMPOWER Retirement Experience February 2015 - Present
Job Retirement Representative at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   February 2015 - Present
Chase  May 2014 - February 2015
JPMorgan Chase  April 2012 - May 2014
Brio Tuscan Grill  April 2011 - April 2012
Texas de Brazil  November 2010 - April 2011
Pappadeaux Seafood Kitchen  July 2008 - November 2010

Skills
Microsoft Office, Sales, Customer Service, Time Management, File Management, Typing, Leadership, Fitness Training, Credit, Public Speaking

Education
University of Colorado Boulder   2007 — 2010
Bachelor of Arts (BA), International Affairs

Pikes Peak Community College   2006 — 2007

Mike Shamon Mike Shamon Boston, Massachusetts Details
Mike Shamon's EMPOWER Retirement Experience April 2011 - April 2015
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  April 2015 - Present
EMPOWER Retirement   April 2011 - April 2015
JPMorgan  November 2006 - April 2011
Mercer  January 2005 - November 2006
Putnam Investments  August 1997 - December 2004
Harvard University  May 1995 - August 1997
ADQ, Inc   1993 - 1995

Skills
Mutual Funds, Series 63, Series 7, 401k, Retirement, Sales Management, Retirement Planning, Relationship Management, Investments, Defined Benefit, Employee Benefits, Finance, Pensions, Defined Contribution, Asset Allocation, Wealth Management

Education
Nichols College   2001 — 2003
MBA, Finance

Massachusetts College of Liberal Arts   1990 — 1993
BA, Political Science

Bedford High School

Nick lang Nick lang Greater New York City Area Details
Nick lang's EMPOWER Retirement Experience March 2015 - Present
Job Account Coordinator at GreatWest Financial
Industry Financial Services
Experience
Empower Retirement   March 2015 - Present
New York Life Investments LLC   January 2013 - March 2015
Anderson Tutoring Center   February 2012 - October 2012

Skills
Series 6, Customer Service, Microsoft Excel, Office Management, Public Speaking, Microsoft Word, Training, Microsoft Office, Research, Retirement Planning, Retirement Plan..., Sales, Marketing, Data Entry, Microsoft SQL Server, Record Keeping

Education
Manhattanville College   2006 — 2011
Bachelor of Arts (B.A.), Political Science and Government

Glen Ridge High School   2004 — 2006

Kate Sweeney Kate Sweeney Greater New York City Area Details
Kate Sweeney's EMPOWER Retirement Experience May 2015 - Present
Job
Industry Financial Services
Experience
EMPOWER Retirement   May 2015 - Present
Somerset Hills YMCA  February 2015 - Present
Sophisticated Storage Solutions   May 2014 - May 2015
ADP Retirement Services  April 2010 - April 2013
Schroder Investment Management North America Inc.   March 2008 - March 2009
US Trust  December 2005 - March 2008
New York Life Investment Management  October 2000 - December 2005
Lord, Abbett & Co. LLC   June 1998 - October 2000

Skills
Relationship Management, Mutual Funds, Retirement Planning, 401k, Financial Services, Strategic Partnerships, Retirement, Sales, Asset Management, Investments, ERISA, Leadership, Employee Benefits, Pensions, Portfolio Management, Finance, Business Development, Asset Managment, Series 6, 401(k) Implementation

Education
Villanova University   1994 — 1998
B.A., English

University College Galway   1997 — 1997
English

Sam McGibbon Sam McGibbon New York, New York Details
Sam McGibbon's EMPOWER Retirement Experience January 2015 - Present
Job Director, Relationship Management at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Sentinel Benefits & Financial Group  October 2013 - January 2015
Cammack LaRhette Consulting  March 2012 - October 2013
Great-West Retirement Services  April 2008 - March 2012
Great-West Retirement Services  June 2006 - April 2008
TIAA-CREF  June 2004 - June 2006
Columbia Management  July 2000 - June 2004

Education
University of Colorado Denver   2002 — 2006
MBA

Metropolitan State College of Denver   1994 — 2000
B.S.

Charlie DeVito Charlie DeVito Greater Boston Area Details
Charlie DeVito's EMPOWER Retirement Experience May 2008 - Present
Job Retirement Consultant at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   May 2008 - Present
Fidelity Investments  September 2007 - May 2008

Skills
Series 63, Series 7, IRAs, Process Improvement, Investments, Mutual Funds, Training, Retirement Planning, Life Insurance, Retirement, Asset Allocation, 401k, Series 6, Insurance

Education
State University of New York College of Environmental Sciences and Forestry   1981 — 1983

Chris Burchard Chris Burchard Kansas City, Missouri Area Details
Chris Burchard's EMPOWER Retirement Experience November 2011 - Present
Job Director at Empower Retirement
Industry Consumer Services
Experience
EMPOWER Retirement   November 2011 - Present
Sykes  November 2008 - November 2011
IndyMac Federal Bank  January 2006 - October 2008
Gateway, Inc  May 1999 - July 2004
Gateway, Inc.   May 1997 - April 1999
Gateway, Inc  January 1996 - August 1997
Gateway  August 1991 - December 1995

Skills
Analysis, BPO, Budgets, Business Development, Call Center, Call Centers, Cross-functional Team..., Customer Experience, Customer Retention, Customer Satisfaction, Customer Service, Executive Management, Lead Generation, Leadership, Management, New Business Development, Operations Management, Outsourcing, Process Improvement, Recruiting, Sales, Sales Management, Strategic Planning, Strategy, Team Building, Team Leadership, Vendor Management

Education
Iowa State University   1986 — 1990
BA, Political Science; 2nd Major - History

Bishop Heelan High School

Al Calvo, CFP®, ChFC® Al Calvo, CFP®, ChFC® Norfolk, Virginia Area Details
Al Calvo, CFP®, ChFC®'s EMPOWER Retirement Experience January 1999 - Present
Job Senior Account ExecutiveGreat West Financial
Industry Financial Services
Experience
Empower Retirement   January 1999 - Present

Skills
Alternative Investments, Financial Services, 401k, Retirement Planning, Investments

Education
North Carolina State University   1994 — 1998
BA, Political Science

Briana Bateman Briana Bateman Kansas City, Missouri Area Details
Briana Bateman's EMPOWER Retirement Experience March 2015 - Present
Job Manager, Retirement Education at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   March 2015 - Present
EMPOWER Retirement   January 2012 - March 2015
JPMorgan Retirement Plan Services  December 2010 - August 2014
J.P. Morgan   January 2009 - December 2011
J.P. Morgan   January 2008 - January 2009
J.P. Morgan   July 2006 - December 2007
Northern Trust Company  2005 - July 2006
Northern Trust  2004 - 2005

Skills
Project Management, Strategic Planning, Education, Organizational..., Process Improvement, Resource Allocation, Management, Relationship Management

Education
North Central College
B.A, Double; International Business and Spanish

North Central College

Jim Millson, QPA, QKA Jim Millson, QPA, QKA Greater Denver Area Details
Jim Millson, QPA, QKA's EMPOWER Retirement Experience April 2010 - Present
Job Tenured retirement industry leader focused on educating and guiding the marketplace to retirement readiness.
Industry Financial Services
Experience
EMPOWER Retirement   April 2010 - Present
Great-West Financial  2006 - April 2010
MetLife  January 1999 - October 2006
Merrill Lynch  December 1996 - January 1999

Skills
401k, Financial Services, Leadership, Team Management, ERISA, Pensions, Retirement, Retirement Plan..., Change Management, Retirement Planning, Qualified Retirement..., Relationship Management, Mutual Funds, Series 6, Series 63, Employee Benefits, Asset Allocation, Investments, FINRA, IRAs, Profit Sharing, Wealth Management, Financial Advisory, Investment Strategies, Asset Management, Investment Management, Management, Leadership Development, Team Leadership, Defined Benefit, Team Building

Education
Rutgers, The State University of New Jersey-New Brunswick   1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management

Cranberry Pines

St. Mary's

Jennifer Frahm Jennifer Frahm Greater Chicago Area Details
Jennifer Frahm's EMPOWER Retirement Experience April 2009 - Present
Job Retirement Plan Counselor
Industry Investment Management
Experience
EMPOWER Retirement   April 2009 - Present
Blue Door Cottages   2006 - Present
Ice Miller  July 2003 - December 2005
Principal Financial Group  June 1995 - July 2000

Skills
Retirement Planning, Employee Benefits, Investments, Retirement, Securities, Corporate Law, Contract Negotiation, ERISA, Mergers & Acquisitions, Mutual Funds, Pensions, Investment Advisory, Financial Analysis, Risk Management, 401k, Litigation, Due Diligence, Leadership

Education
Indiana University Robert H. McKinney School of Law   1999 — 2003
JD, Law

Purdue University   1991 — 1995
BS, Ag Economics, Sales and Marketing

Jacobs

Joe Centofanti Joe Centofanti Greater New York City Area Details
Joe Centofanti's EMPOWER Retirement Experience January 2011 - Present
Job Relationship Manager at EMPOWER Retirement of GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement   January 2011 - Present
Real Estate Investor  September 2004 - Present
Great-West Financial  April 2013 - Present
Great-West Financial  January 2011 - March 2013
Guardian Life Insurance  September 2009 - January 2011
Principal Financial Group  August 2008 - June 2009
Great-West Retirement Services  September 2006 - August 2008
MetLife Financial Services  January 2006 - September 2006
Diversified Investment Advisors  August 2001 - January 2006
AllianceBernstein  August 2000 - August 2001

Skills
Customer Relations, Series 7, Series 63, FINRA, Pensions, FINRA Series 6, Plan Design, 401k, Profit Sharing, Retirement, Series 6, Defined Benefit, Qualified Retirement..., Relationship Management, Mutual Funds, Retirement Planning, Employee Benefits

Education
Pace University-Pleasantville/Briarcliff Campus   1991 — 1996
BBA, Management Information Systems

Harrison High School   1987 — 1991

David Zannino David Zannino Greater Boston Area Details
David Zannino's EMPOWER Retirement Experience January 2015 - Present
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Putnam Investments  1997 - December 2014

Skills
Retirement Planning, Pensions, Investments

Education
Northeastern University   1986 — 1990

Dan Stamey Dan Stamey Greater Denver Area Details
Dan Stamey's EMPOWER Retirement Experience June 2014 - Present
Job Sr. Software Systems Engineer at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   June 2014 - Present
Strategic Systems, Inc.   March 2014 - June 2014
Corporate Express  April 2001 - January 2014
MCI Worldcom  March 1997 - April 2001
Computer Science Corporation  September 1995 - March 1997
Evolving Systems  1993 - 1995

Skills
Visio, SDLC, SQL, Business Analysis, Requirements Analysis, Oracle, Agile Methodologies, Process Improvement, SOA, Unix, Enterprise Architecture, Databases, Requirements Gathering, PL/SQL, Data Modeling, Software Development, C, Java, SpringSource, Informatica, ETL, Oracle Pro*C, Tuxedo, OOAD, Scrum Master, Eclipse, Toad, StarTeam, JDBC, J2EE Application..., Database Design, Integration, Unix Shell Scripting, Scrum

Education
Regis University   1998 — 2005
Bachelor of Applied Science (BASc), Computer Information Systems

Janet Schwenke Janet Schwenke Kansas City, Missouri Area Details
Janet Schwenke's EMPOWER Retirement Experience September 2014 - Present
Job Sr Product Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
JP Morgan  February 2011 - August 2014
JPMorgan  1999 - 2011
UMB Bank  December 1994 - 1999
Mercer  January 1991 - December 1994
Towers Perrin  1983 - 1991

Skills
Product Strategy, Product Management, Vendor Management, Project Management, Product Development, Requirements Analysis, Cross-functional Team..., Business Analysis, Product Marketing, Strategy, Integration

Education
Pittsburg State University   1978 — 1982

Octavio Cheung Octavio Cheung San Francisco Bay Area Details
Octavio Cheung's EMPOWER Retirement Experience September 2006 - Present
Job Regional Sales Rep at GreatWest Retirement Services
Industry Insurance
Experience
EMPOWER Retirement   September 2006 - Present
MetLife  July 2003 - October 2006
Ceridian Employer Services  2001 - 2002

Skills
Financial Planners, Retirement, Series 63, Project Management, Series 6, Training, 401k, College Savings Plans, Direct Marketing, ERISA, Retirement Planning, Mutual Funds, Retirement Plan..., Asset Allocation, Series 7, Employee Benefits, Financial Planning, Financial Services, Investments, Pensions, Sales

Education
Rutgers University-New Brunswick   1989 — 1994

Marjorie Gaudette Marjorie Gaudette Greater Boston Area Details
Marjorie Gaudette's EMPOWER Retirement Experience June 2008 - Present
Job Assistant Vice President, Retirement Solutions Group
Industry Financial Services
Experience
Empower Retirement   June 2008 - Present
Putnam Investments  September 1989 - June 2008

Skills
Retirement, Insurance, Investments, Employee Benefits, Project Management, Program Management, Series 63, Mutual Funds, 401k, Retirement Planning, Series 7, Series 6, Financial Services, 401k Rollovers, Asset Allocation, Pensions, Defined Benefit, Life Insurance

Education
Northeastern University   1990 — 1995
MBA

State University of New York College at Oswego   1985 — 1989
BA, Communications

Earnest Harris Earnest Harris Kansas City, Missouri Area Details
Earnest Harris's EMPOWER Retirement Experience September 2014 - Present
Job Retirement Consultant at GreatWest Financial
Industry Investment Management
Experience
EMPOWER Retirement   September 2014 - Present
J.P. Morgan   June 2012 - August 2014
JPMorgan Chase  February 2011 - September 2012
UNITED Pharmacy Staffing  2010 - 2011
RGA Healthcare Associates   2008 - 2009

Skills
Series 6, Series 7, Series 63, Retirement, Sales, Recruiting, 401k, Investments, Consulting, Retirement Planning, Mutual Funds, Leadership, Financial Services

Education
Kansas State University
Bachelors, Business

University of Phoenix
MBA, MBA

Kristin Pelling Kristin Pelling Greater Boston Area Details
Kristin Pelling's EMPOWER Retirement Experience January 2015 - Present
Job Consultant Relations Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Putnam Investments  March 2013 - January 2015
Mercer  January 2005 - March 2013
Putnam Investments  February 1996 - January 2005

Education
Indiana University Bloomington   1989 — 1993

Beth Harrison Beth Harrison Charlotte, North Carolina Area Details
Beth Harrison's EMPOWER Retirement Experience January 2006 - Present
Job Retirement Services Account ManagerFinancial Services
Industry Financial Services
Experience
EMPOWER Retirement   January 2006 - Present
MetLife  January 1999 - January 2006
Aetna Retirement Services  January 1997 - January 1999
The Principal Financial Group  January 1996 - January 1997
The Principal Financial Group  January 1995 - January 1996

Skills
CRM, Employee Benefits, Management, Investments, 401k, Mutual Funds, Pensions, Retirement Planning, ERISA, Analysis, Finance, Mergers & Acquisitions, Customer Service, Sales, Retirement, Series 63, Defined Benefit, Series 6, Retirement Plan..., Communication Skills, Relationship Management, Written & Oral...

Education
Iowa State University   1991 — 1995
B.A, Business Administration Accounting

Iowa State University - College of Business   1991 — 1995
BBA, Accounting

Karen Anderson, PHR Karen Anderson, PHR Greater Boston Area Details
Karen Anderson, PHR's EMPOWER Retirement Experience January 2015 - Present
Job Sr HR Business Partner, Empower Retirement (Great West Financial)
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present

Skills
401k, Human Resources

Education
Providence College   1994 — 1998
BA

Dover Sherborn

Cyndie Crossland Cyndie Crossland Dubuque, Iowa Area Details
Cyndie Crossland's EMPOWER Retirement Experience April 2015 - Present
Job Implementation Consultant at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   April 2015 - Present
Prudential Retirement  2004 - Present

Skills
Microsoft Excel, Microsoft Word, OMNI, business anal, Business Analysis, Client Facing Skills, Project Management, Relationship Management, Financial Services, Vendor Management

Education
Rio Salado College
Associate's Degree

Brenda Regan Cook Brenda Regan Cook Kansas City, Missouri Area Details
Brenda Regan Cook's EMPOWER Retirement Experience September 2014 - Present
Job Client Service Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
HomeServices Lending  September 2013 - September 2014
Wells Fargo Home Mortgage  February 2011 - September 2013
Wells Fargo  May 1994 - June 2005

Skills
Loans, Mortgage Lending, FHA, Mortgage Banking, Refinance, Credit, Loan Origination

Education
Rockhurst University   1992 — 1994
Management, Finance, Economics

Missouri State University   1990 — 1991
Finance/Economics

Jeffrey Liwacz Jeffrey Liwacz Greater New York City Area Details
Jeffrey Liwacz's EMPOWER Retirement Experience August 2015 - Present
Job Market Development Director Empower Retirement
Industry Financial Services
Experience
Empower Retirement   August 2015 - Present
Bank of America Merrill Lynch  April 2010 - Present
Merrill Lynch  March 2007 - April 2010
Merrill Lynch  August 1996 - March 2006

Skills
Series 7, Series 66, 401k, Deferred Compensation, Retirement, Mutual Funds, Financial Advisory, Financial Analysis, Financial Services, Securities, Trading, Wealth Management, Equities, Series 63, Asset Allocation, Investments, FINRA, Investment Advisory, Retirement Planning, Wealth Management..., Retirement Plan..., Pensions, Defined Benefit, Salesforce.com, Life Insurance, Defined Contribution, Qualified Retirement..., Corporate Actions, Trust Services

Education
Rider University   1992 — 1996
BS, Finance

Crystal Veilleux Crystal Veilleux Kansas City, Missouri Area Details
Crystal Veilleux's EMPOWER Retirement Experience September 2014 - Present
Job Sr. Product Manager
Industry Financial Services
Experience
Empower Retirement   September 2014 - Present
J.P. Morgan Retirement Plan Services   August 2004 - September 2014

Skills
Mobile Internet, Web Project Management, Product Lifecycle..., Product Development, Agile Methodologies, Vendor Management

Education
Oklahoma State University   1990 — 1995
Bachelor's Degree, Accounting and Management Information Systems

Scott Taylor, ChFC, CRC Scott Taylor, ChFC, CRC Topeka, Kansas Area Details
Scott Taylor, ChFC, CRC's EMPOWER Retirement Experience January 2015 - Present
Job Director of Retirement Counseling and Client Relations at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Great-West Retirement Services  May 2002 - December 2014
Great-West Life  September 1998 - April 2002
Great-West Life  January 1995 - September 1998

Skills
Retirement Planning, Retirement, Series 63, Financial Services, Securities, Mutual Funds, Series 6, 401k, Leadership, Fixed Annuities, Pensions, Asset Allocation, Investments, Finance, Employee Benefits, Investment Strategies, 403 b, Portfolio Management, Relationship Management, IRAs, Defined Contribution, Roth IRA, 457 Plans, Marketing, Management, Integrated Retirement..., Comprehensive..., Financial Planners

Education
Metropolitan State University of Denver   1996 — 2000
BA, Biology (major), Minor in Management, 4.0

Bob Roderick Bob Roderick Greater Boston Area Details
Bob Roderick's EMPOWER Retirement Experience November 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
EMPOWER Retirement   November 2009 - Present
Fidelity Investments  November 2006 - December 2008
John Hancock Funds  August 2003 - June 2006
Putnam Investments  August 1997 - August 2003
Learning Technologies, Inc.   1989 - 1997

Skills
401k, Retirement, Series 63, Mutual Funds, Retirement Planning, Process Improvement, Investments, Life Insurance, Call Center, Risk Management, Defined Benefit, Asset Allocation, 529 Plans, Wealth Management, Series 7, CRPS

Education
Southern New Hampshire University   2012 — 2016
Master of Business Administration (M.B.A.), Finance

Merrimack College   1999 — 2006
Bachelor of Science, Finance

Christopher O'Banner, MBA, CRC® Christopher O'Banner, MBA, CRC® Houston, Texas Area Details
Christopher O'Banner, MBA, CRC®'s EMPOWER Retirement Experience December 2007 - Present
Job Key Retirement Plan Consultant at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   December 2007 - Present
The Bank of New York, NA   September 2005 - December 2007
Great-West Retirement Services  September 2002 - September 2005
AIG Global Investment Group  February 1998 - September 2002
The Northern Trust Company  January 1996 - January 1998

Skills
Consultative Selling, Plan Design, 401k, Account Management, Series 63, Structured Finance, Investments, Series 6, Deferred Compensation, 457 Plans, 403 b, Business Relationship..., Business Planning, Selling, Marketing, Training, Mutual Funds, Insurance, Leadership, Portfolio Management, Retirement Planning, Management, Credit, Asset Allocation, Securities, Analysis, Retirement, Risk Management, Finance, Financial Risk, Accounting, Series 7, Financial Services, Banking, Strategic Financial..., Employee Benefits, Customer Service, Public Speaking, Event Planning, Sales, Financial Planning, PowerPoint, Research, Strategic Planning, Microsoft Excel, CRM, Team Building

Education
Northwestern University   2014 — 2016
Master’s Degree, Predictive Analytics

Northern Illinois University
Bachelor of Science (B.S.), Economics

Keller Graduate School of Management of DeVry University
Master of Business Administration, Project Management

Keller Graduate School of Management of DeVry University
Master, Accounting & Financial Management

Joan Bergwall Joan Bergwall Greater Milwaukee Area Details
Joan Bergwall's EMPOWER Retirement Experience January 1988 - Present
Job Assistant Manager Compliance Services at Emjay Corporation
Industry Financial Services
Experience
EMPOWER Retirement   January 1988 - Present

Skills
401k

Education
St. Norbert College   1981 — 1985
BA, Business Adminstration

Robert Mangano CFP®| Robert Mangano CFP®| Cherry Hill, New Jersey Details
Robert Mangano CFP®|'s EMPOWER Retirement Experience December 2011 - Present
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
Great West Retirement Services  December 2011 - Present
EMPOWER Retirement   December 2011 - Present
The Hartford  June 2003 - December 2011
WM Financial @ Washington Mutual Bank   December 2001 - June 2003
Berwyn Editorial  1998 - 2001

Education
Tucc   2013 — 2014

Rowan University   1992 — 1994
BA, Communications RTF

Tucc

Kristen St. Thomas Kristen St. Thomas Kansas City, Missouri Area Details
Kristen St. Thomas's EMPOWER Retirement Experience November 2014 - Present
Job Sr. Human Resources Business Partner at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   November 2014 - Present
JPMorgan Chase  June 2003 - October 2014
American Century Investments  July 2000 - July 2002

Education
Northwest Missouri State University
Bachelor's, Finance

Terry Hefley Terry Hefley Greater Milwaukee Area Details
Terry Hefley's EMPOWER Retirement Experience June 2006 - Present
Job Sr Research & Resolution Analyst at Great West Financial, LLC
Industry Financial Services
Experience
EMPOWER Retirement   June 2006 - Present
Totty & Associates, LLC   May 2009 - Present

Skills
401k, Series 6, Series 63, Retirement, Mutual Funds, Investment Strategies, Customer Service, Financial Services

Education
Marquette University   1984 — 1987
Bachelor of Arts (B.A.), Economics

UW-Milwaukee   1975 — 1977
Fine Arts

Carol Waddell Carol Waddell Greater Denver Area Details
Carol Waddell's EMPOWER Retirement Experience September 2014 - Present
Job Head of Retirement Solutions
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
JP Morgan  April 2012 - Present
T. Rowe Price  August 1994 - March 2012
Citibank  1985 - 1994
Citibank Maryland   1985 - 1994

Education
Loyola University Maryland   1994 — 1996
MBA

Chelsey Allen Chelsey Allen Kansas City, Missouri Area Details
Chelsey Allen's EMPOWER Retirement Experience August 2015 - Present
Job Retirement Plan Specialist at Empower Retirement
Industry Investment Management
Experience
Empower Retirement   August 2015 - Present
J. Alexander's Restaurants   September 2008 - October 2014
Carrabba's Italian Grill  September 2007 - September 2008

Skills
Restaurants, Customer Service, Catering, Hospitality, Restaurant Management, Food & Beverage, Food, Microsoft Office, Menu Development, Microsoft Excel

Education
Johnson & Wales University   2012 — 2014
Associate of Arts (AA), Culinary Arts/Chef Training

Haskell Indian Nations University   2007 — 2011
BA, Business Admin

andrea krumlauf andrea krumlauf Greater Denver Area Details
andrea krumlauf's EMPOWER Retirement Experience April 2015 - Present
Job Lead Implementation Analyst at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   April 2015 - Present
Great-West Financial  October 2014 - Present
Great-West Retirement Services  October 2006 - October 2014

Skills
Retirement

Education
Regis University
Master of Business Administration (MBA)

University of Colorado Denver

Sandy Hagaman Sandy Hagaman Greater Minneapolis-St. Paul Area Details
Sandy Hagaman's EMPOWER Retirement Experience 2007 - Present
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   2007 - Present
U.S. Bank   1975 - 2007

Skills
Asset Allocation, 401k, Employee Benefits, Vendor Management, Financial Services, CRM, Pensions

Education
Minnesota State University, Mankato
Business

Marc Abruzzese Marc Abruzzese Greater Philadelphia Area Details
Marc Abruzzese's EMPOWER Retirement Experience October 2014 - Present
Job Regional Sales Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   October 2014 - Present
Great-West Retirement Services  August 2005 - Present
Nationwide Financial  January 2002 - July 2005
Creative Financial Group  January 1993 - January 2001

Skills
Retirement, Employee Benefits, Qualified Retirement..., Defined Benefit, Series 7, Asset Allocation, Banking, Retirement Plan..., 401k, Retirement Planning, Defined Contribution, Profit Sharing, Financial Services, FINRA, Investment Strategies, Sales, ERISA, Mutual Funds, Selling, Series 6, Pensions, Investments, Investment Advisory, IRAs, Fixed Annuities, Series 63, Business Planning, Life Insurance, Wealth Management, Financial Advisory, Series 65, Portfolio Management

Education
Lehigh University   1988 — 1992
BS

The Haverford School   1984 — 1988

Dalton Ingraham Dalton Ingraham Greater Boston Area Details
Dalton Ingraham's EMPOWER Retirement Experience November 2014 - Present
Job IRA Client Manager at Empower Retirement
Industry Investment Management
Experience
EMPOWER Retirement   November 2014 - Present
Fidelity Investments  June 2007 - October 2014
SD Ireland Contruction   September 2005 - June 2007

Skills
Microsoft Word, Customer Service, Microsoft Excel, Process Improvement, Risk Management, Investments, Leadership, Teaching, Sales, Access, Community Outreach, Photography, Financial Analysis, Management, Team Leadership, Budgets, Project Management

Education
University of Maine   1998 — 2003
BS, Outdoor Education

Juniata College   1996 — 1998

Teresa Sayles Teresa Sayles Greater Denver Area Details
Teresa Sayles's EMPOWER Retirement Experience March 2014 - Present
Job Experienced Administrator/Clerical Professional
Industry Consumer Services
Experience
EMPOWER Retirement   March 2014 - Present
Dex One  November 2005 - December 2011
Dex One  October 1997 - November 2005
Dex One  September 1991 - October 1997

Skills
Social Media, Microsoft Office, Research, Pricing Strategy, Marketing Strategy, Marketing Communications, Market Pricing, Pricing Policy, Product Marketing, Outlook, Microsoft Office 2007, Internal Communications, Internet

Education
Community College of Aurora   1994 — 1998
Certificate, Computer Applications

Metropolitan State College of Denver   1981 — 1983

Douglas Heald Douglas Heald Greater Boston Area Details
Douglas Heald's EMPOWER Retirement Experience November 2014 - Present
Job at
Industry Financial Services
Experience
EMPOWER Retirement   November 2014 - Present
Great-West Financial  April 2013 - November 2014
Great-West Retirement Services  June 2012 - April 2013
Great-West Retirement Services  November 2011 - June 2012
Great-West Retirement Services  November 2009 - November 2011
Putnam Investments  November 2008 - November 2009
Northwestern Mutual  June 2008 - September 2008

Skills
Series 6, Series 63, Employee Benefits, Asset Allocation, 401k, Mutual Funds, Customer Service, Customer Relations, Word, PowerPoint, Outlook, Microsoft Office, Retirement, FINRA Series 6, Securities, Customer Satisfaction, Defined Benefit, Benefits Administration, IRA's, Mentoring, Coaching, FINRA Series 63, Salesforce.com, Customer Retention, Financial Services, Life Insurance, 403 b, Training, Retirement Planning, Relationship Management, Qualified Retirement..., Team Building, Analysis, FINRA, Financial Analysis, Fixed Annuities, IRAs, Insurance, Investments, Leadership, Microsoft Word, Series 7, Wealth Management, Sales, Finance

Education
Merrimack College   2005 — 2009
Bachelor, Double Major: Finance, Economics

Broc Taylor Broc Taylor Colorado Springs, Colorado Area Details
Broc Taylor's EMPOWER Retirement Experience January 2008 - Present
Job Manager, Retirement Education
Industry Financial Services
Experience
Empower Retirement   January 2008 - Present
Wells Fargo  May 2003 - November 2007

Skills
Investments, Equities, Mutual Funds, Business Analysis, Financial Services, Asset Management, Portfolio Management, Fixed Income, Banking, Investment Banking, Risk Management, Series 7, Financial Modeling, Retirement, Retirement Planning, Securities, Training and Development, Adult Learning Theory, 401k, Series 6, Series 63, Financial Risk

Education
Kaplan University   2011 — 2013
Bachelor's Degree, Business Administration

Leslie Ramos Leslie Ramos United States Details
Leslie Ramos's EMPOWER Retirement Experience May 2015 - Present
Job 401(k) Account Coordinator at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   May 2015 - Present
Fidelity Investments  November 2014 - Present
Collection By Leslie   2013 - Present
TIAA-CREF  June 2006 - May 2013
U.S. Army Reserve   2008 - 2010
U.S. Army Reserve   2008 - 2010
U.S. Army Reserve   2008 - 2010

Skills
Financial Services, Business Analysis, Requirements Analysis, Data Warehousing, SDLC, Business Process..., Requirements Gathering, Business Requirements, Business Process, PMO, Customer Service, Financial Analysis, Sales, Strategic Planning, Team Building, Vendor Management

Education
Regis University   2009 — 2013
Master of Business Administration (MBA), Accounting and Finance

University of Phoenix
Bachelor of Science (BS), Marketing

Cydney Reece Cydney Reece Kansas City, Missouri Area Details
Cydney Reece's EMPOWER Retirement Experience September 2014 - Present
Job Senior Graphic Designer at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - Present
J.P. Morgan Retirement Plan Services   February 2000 - September 2014
Nelson-Atkins Museum of Art  June 1997 - January 2000
Nelson-Atkins Museum of Art  June 1995 - July 1997

Skills
Information Design, Instructional Design, Behavioural Change, Behavioral Targeting, Innovation, Problem Solving, Strategic Consulting, Strategic Communications, Corporate Branding, Brand Management, Analysis, Product Marketing, Marketing Communications, Marketing Strategy, Creative Direction, Art Direction, Graphic Design, Logo Design, InDesign, Adobe Creative Suite, Photoshop, Illustrator, French, Adobe Acrobat, Microsoft Excel, Access, Operational Efficiency, Project Planning, Newsletters, Forms, Database Design, Metrics, Fine Art, Museums, Retirement Planning, Workflow, Leadership, Curriculum Design, Teaching, Team Leadership, Multimedia, Dreamweaver, Mac, PC, Organization, Variable Data Printing, One-to-one Marketing, Typography, Layout, Spanish

Education
Univesity of Kansas   1992 — 1994
Master's degree, Museology/Museum Studies

University of Kansas   1988 — 1992
Bachelor's degree, Anthropology

Kansas State University   1987 — 1988
Architecture

Keyjuan Sargent Keyjuan Sargent Greater Milwaukee Area Details
Keyjuan Sargent's EMPOWER Retirement Experience July 2014 - Present
Job Client Services Mgr Core Market at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   July 2014 - Present
BMO Harris Bank  February 2000 - June 2013

Skills
Financial Services, Investments, Mutual Funds, Pensions, Process Improvement, Wealth Management, Customer Service, 401k, Retirement Planning, Relationship Management

Education
Kaplan University   2014 — 2014
Series 6

Cardinal Stritch University   2001 — 2002
Masters, Science in Management

Matt McGruder, MBA Matt McGruder, MBA Greater Denver Area Details
Matt McGruder, MBA's EMPOWER Retirement Experience November 2005 - Present
Job Communication Strategist
Industry Financial Services
Experience
EMPOWER Retirement   November 2005 - Present

Education
Regis University   2006 — 2009
MBA, marketing

University of Northern Colorado   2000 — 2004
Bachelor's degree, Political Science and Government

Leah Kirkland Leah Kirkland Kansas City, Missouri Area Details
Leah Kirkland's EMPOWER Retirement Experience May 2013 - Present
Job Retirement Education EMail Specialist at Empower Retirement
Industry Investment Management
Experience
EMPOWER Retirement   May 2013 - Present
Financial Insurance Corporation   March 2010 - May 2013
Financial Insurance Corporation   March 2005 - May 2013

Skills
Internal Communications, Speech Writing, Editing, Message Development, Public Speaking, Facebook, Communication Training, Social Networking, Public Affairs, Corporate Social..., Fundraising, Community Outreach, Media Relations, Corporate Communications, Public Relations, Strategic Communications, Reputation, Politics, Media Studies, Time Management, Management, Customer Service, Project Management, Team Leadership, Marketing, Microsoft Office, Microsoft Excel, Leadership, Account Management, Software Documentation, Windows, PowerPoint, Analysis, Troubleshooting, Process Improvement, HTML, Strategic Planning, Disaster Recovery, Program Management

Education
The University of Kansas   2008 — 2009
Bachelor of General Studies, Communication and Business

University of Kansas   2007 — 2009
Bachelor of General Studies, Communication Studies

Johnson County Community College   1997 — 2008
Associates, General Education

Johnson County Community College   2001 — 2007
Associate of Arts

Shane Poulin Shane Poulin Greater Boston Area Details
Shane Poulin's EMPOWER Retirement Experience May 2015 - Present
Job Empower Retirements Participant Service Representative
Industry Financial Services
Experience
EMPOWER Retirement   May 2015 - Present
EMPOWER Retirement   January 2015 - May 2015
Putnam Investments  March 2014 - January 2015
Cellular Sales  July 2012 - March 2014
Enterprise Rent-A-Car  June 2010 - April 2012
Comfort Inn  April 2008 - August 2010

Skills
Series 7, 401k, Revenue Analysis, Retirement Planning, Asset Management, Customer Satisfaction, Hospitality, Asset Allocation, Hotels, Hospitality Management, Customer Service, Account Management, Sales, Inventory Management, Restaurants, Training, Recruiting, Food & Beverage, Tourism, Micros, Social Media Marketing, Social Networking, Restaurant Management, Sales Management, Front Office, Hotel Management, Team Building, Teamwork

Education
Johnson and Wales University   2007 — 2010
Bachelors Of Science, Hospitality

New Hampshire Technical Institute   2005 — 2006
Business Administration and Management, General

Bill Whittington Bill Whittington Huntersville, North Carolina Details
Bill Whittington's EMPOWER Retirement Experience September 2012 - Present
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   September 2012 - Present
Principal Financial Group  May 2011 - September 2012
American Funds  September 2005 - May 2011
First Union/ Wachovia Bank   February 1998 - September 2005

Education
Shepherd University   1993 — 1997
BA-Communications; Political Science

Ray Paris Ray Paris Greater Boston Area Details
Ray Paris's EMPOWER Retirement Experience August 2015 - Present
Job Assistant Manager, Participant Services at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   August 2015 - Present
EMPOWER Retirement   June 2007 - August 2015

Skills
401k, Series 63, Customer Service, Series 6, Investments, Retirement, Relationship Management, Leadership, Business Analysis, Call Centers, Financial Services, Mutual Funds, Process Improvement, Retirement Planning, Securities

Education
Englewood

Metropolitan State University of Denver

Charlie Pesiridis Charlie Pesiridis Greater Boston Area Details
Charlie Pesiridis's EMPOWER Retirement Experience May 2015 - Present
Job Sr. Plan Services Account Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   May 2015 - Present
EMPOWER Retirement   March 2009 - Present
Fidelity Investments  January 1994 - August 2008

Skills
Mutual Funds, Retirement, Investments, Financial Services, Retirement Planning, Wealth Management, Strategy, Fixed Income, CRM, FINRA, Equities, Portfolio Management, Life Insurance, Strategic Financial..., Investment Strategies, Financial Advisory, NASD Series 7, 63,..., Certified ETF Advisor..., Awarded the Claritas..., Notary Public

Education
Lesley College
Bachelor of Science (BS), Business Administration and Management, General

Andrea (McKnight) Hindes Andrea (McKnight) Hindes Leawood, Kansas Details
Andrea (McKnight) Hindes's EMPOWER Retirement Experience April 2012 - Present
Job Internal Retirement Plan Wholesaler
Industry Financial Services
Experience
EMPOWER Retirement   April 2012 - Present
J.P. Morgan   April 2007 - April 2012

Skills
Mutual Funds, Financial Services, Strategic Communications, Corporate Communications, Internal Communications, Marketing Communications, Relationship Management, Series 63, Asset Management, Investments, Alternative Investments, Project Management, Retirement, Copywriting, Series 6

Education
Kansas State University   1992 — 1996
Business Administration, Marketing

Matt Muirbrook Matt Muirbrook Greater Denver Area Details
Matt Muirbrook's EMPOWER Retirement Experience April 2013 - Present
Job Implementation Analyst at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   April 2013 - Present
Alps Fund Services  December 2009 - March 2013
Alps Fund Services  July 2007 - November 2009
AIM Investments  September 2003 - November 2005

Skills
Mutual Funds, Finance, Financial Services, Securities, Series 6, Investments, Bloomberg, Equities, Financial Analysis, Financial Reporting, Customer Service, Business Analysis, Risk Management, Trading, 401k, Qualified Retirement..., Retirement Planning, college track and field, Sports

Education
University of Colorado   2001 — 2003
Bachelors Degree, 2003; Communication

Saddleback College   1998 — 2000

University of Colorado
Bachelors Degree, Communication

Kevin Keogh Jr. Kevin Keogh Jr. Greater Atlanta Area Details
Kevin Keogh Jr.'s EMPOWER Retirement Experience August 2015 - Present
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   August 2015 - Present
Empower Retirement   September 2014 - August 2015
Putnam Investments  2013 - 2014
Greater Media  2011 - 2013

Skills
Mutual Funds, Financial Services, Series 7, Series 63, Retirement, 401k, Defined Contribution, Sales Presentations

Education
Stetson University
B.S, Business Administration/Management

Kristine Marzelli Kristine Marzelli Greater Boston Area Details
Kristine Marzelli's EMPOWER Retirement Experience January 2015 - Present
Job Director RFP Response, Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Putnam Investments  2010 - December 2014
Putnam Investments  2005 - 2010
Putnam Investments  1998 - 2005
Dance Etc  1998 - 2002
New England Patriots  1991 - 2000
Cataldo Ambulance Service Inc.  1996 - 1998
Putnam Investments  1993 - 1996

Skills
401k, Series 63, Retirement, Series 7, Defined Contribution, Customer Service, Leadership, Mutual Funds, Retirement Planning, Series 6, Financial Services

Education
Bentley University
Bachelor of Science (B.S.), Management / Marketing

Lesley University
Masters of Education, Moderate Disabilities PreK-8

Michael Santo Michael Santo Greater Boston Area Details
Michael Santo's EMPOWER Retirement Experience January 2015 - Present
Job Senior Retirement Consultant at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   January 2015 - Present
Putnam Investments  May 2010 - December 2014
Bank of America  September 2006 - May 2010
Mercer  August 2005 - September 2006

Skills
Series 7, Series 63, Series 6, Defined Contribution, Defined Benefit, 401k, Retirement, IRAs, Mutual Funds, Retirement Planning, ERISA, Asset Allocation, Retirement Plan..., Investment Advisory, CFA Institute, Claritas...

Education
UMass Lowell   2002 — 2005
Bachelor's degree, Business/Finance

Massachusetts Bay Community College   2000 — 2002
Associate's degree, Engineering Design

Jenna Vaillancourt Jenna Vaillancourt Greater Boston Area Details
Jenna Vaillancourt's EMPOWER Retirement Experience May 2015 - Present
Job Retirement Representative at Empower Retirement
Industry Financial Services
Experience
Empower Retirement   May 2015 - Present

Education
UMASS LOWELL   2010 — 2012
Masters of Liberal Arts; Certificate

Merrimack College   2006 — 2010
Bachelor of Liberal Arts

David Teeven David Teeven Melrose, Massachusetts Details
David Teeven's EMPOWER Retirement Experience January 2015 - August 2015
Job Head of Finance Systems & Reporting at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  August 2015 - Present
EMPOWER Retirement   January 2015 - August 2015
Putnam Investments  March 2000 - December 2014

Skills
Financial Analysis, Mutual Funds, Financial Modeling, Financial Reporting, Financial Services, Strategic Financial...

Education
Saint Anselm College   1986 — 2000
BA, Business

Salesianum School   1986 — 1990
High School

diane minardi stone diane minardi stone New York, New York Details
diane minardi stone's EMPOWER Retirement Experience September 2014 - Present
Job Manager, Investment Services Group
Industry Financial Services
Experience
Empower Retirement   September 2014 - Present
J.P. Morgan   January 1989 - August 2014

Skills
Series 7, Microsoft Office, Asset Management, Microsoft Excel, Investments, Portfolio Management, Series 24, Mutual Funds, Client Relations, Italian, Series 63, People Management

Education
Iona College   1980 — 1984
Bachelor of Arts (B.A.), International/Global Studies

Kristie Aylor Kristie Aylor Kansas City, Missouri Details
Kristie Aylor's EMPOWER Retirement Experience August 2014 - Present
Job Communication Strategist at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement   August 2014 - Present

Skills
Internal Communications, Corporate Communications, Marketing Strategy, Marketing, Marketing Communications, Writing, Employee Benefits, Qualified Retirement..., Non-Qualified Deferred..., Editing, Copy Editing, Health & Welfare..., Project Management, Brainstorm Facilitation, Event Planning, Company Newsletters, Email Marketing, Brochures, Financial Services

Education
Xavier University   1994 — 1997
Master of Business Administration (MBA), Marketing

Indiana University Bloomington   1987 — 1991
Bachelor of Arts (B.A.), Journalism, Business Minor (Marketing)

Rising Sun High School   1983 — 1987

Linda Larkey Linda Larkey Liberty, Missouri Details
Linda Larkey's EMPOWER Retirement Experience July 2013 - Present
Job Junior Retirement Representative at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   July 2013 - Present
Bank of America  October 2005 - November 2012
Bank of America  2000 - 2012
Bank of America  February 2003 - October 2005
Bank of America  October 2000 - February 2003
K-Mart  February 1997 - October 2000

Skills
Banking, Customer Service, Management, Microsoft Office, Accounting, Quality Assurance, Software Documentation, Outlook, Auditing, Process Improvement, Business Analysis, Marketing, Customer Satisfaction, Social Media, Sales, Event Planning, Microsoft Excel, Team Building, Research

Education
Neosho County Community College
Associate of Arts Degree, Business; Education

Adam Superchi Adam Superchi Greater Denver Area Details
Adam Superchi's EMPOWER Retirement Experience January 2003 - Present
Job Assistant Manager Compliance
Industry Financial Services
Experience
EMPOWER Retirement   January 2003 - Present
Great-West Life  July 2001 - January 2003
Kenda Systems  June 2000 - August 2000

Skills
401k, Health Insurance, Life Insurance

Education
Plymouth State University   1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General

Maria Macaspac-Moe Maria Macaspac-Moe Chicago, Illinois Details
Maria Macaspac-Moe's EMPOWER Retirement Experience September 2014 - April 2015
Job Benefits Administrator at J.P. Morgan
Industry Financial Services
Experience
EMPOWER Retirement   September 2014 - April 2015
J.P. Morgan   June 2006 - August 2014
Mellon HR Solutions  August 2000 - May 2005
Illinois Municipal Retirement Fund  May 1991 - August 2000

Skills
Pension Administration, Defined Benefit, Pension Payroll, Customer Service, Administrative Functions, Compliance Auditing, Training & Development, Employee Training, Quality Auditing, Microsoft Office

Education
Robert Morris University - Illinois

Kim Alcorn Kim Alcorn Leawood, Kansas Details
Kim Alcorn's EMPOWER Retirement Experience 2004 - Present
Job Workforce Management Scheduler at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement   2004 - Present

Education
Park University   1990 — 1993
Bachelor's degree

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