EMPOWER Retirement
EMPOWER Retirement List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at EMPOWER Retirement. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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EMPOWER Retirement Employees
Employee
Years
Job
Industry
Mitchell Nedved Mitchell Nedved's EMPOWER Retirement Experience July 2015 - Present
Job Retirement Representative at Empower Retirement
Industry Financial Services
Experience
Empower Retirement July 2015 - Present
University of Wyoming August 2014 - May 2015
University of Wyoming May 2014 - September 2014
Sigma Chi Fraternity May 2014 - July 2014
The State of Wyoming October 2009 - August 2013
Skills
Government, Research, Microsoft Excel, Social Media, PowerPoint, Event Planning, Microsoft Office, Public Relations, Customer Service, Public Speaking, Microsoft Word, Community Outreach, Team Leadership, Leadership Development, Time Management, Teamwork, Leadership
Education
University of Denver 2015 — 2017
Master’s Degree, Finance
University of Wyoming 2011 — 2015
Bachelor's Degree, Finance, 3.6
University of Wyoming 2011 — 2015
Bachelor’s Degree, Business Economics, 3.6
Empower Retirement July 2015 - Present
University of Wyoming August 2014 - May 2015
University of Wyoming May 2014 - September 2014
Sigma Chi Fraternity May 2014 - July 2014
The State of Wyoming October 2009 - August 2013
Skills
Government, Research, Microsoft Excel, Social Media, PowerPoint, Event Planning, Microsoft Office, Public Relations, Customer Service, Public Speaking, Microsoft Word, Community Outreach, Team Leadership, Leadership Development, Time Management, Teamwork, Leadership
Education
University of Denver 2015 — 2017
Master’s Degree, Finance
University of Wyoming 2011 — 2015
Bachelor's Degree, Finance, 3.6
University of Wyoming 2011 — 2015
Bachelor’s Degree, Business Economics, 3.6
Cory Lampshire Cory Lampshire's EMPOWER Retirement Experience April 2014 - Present
Job Sr Retirement Account Specialist at GreatWest Financial
Industry Marketing and Advertising
Experience
Empower Retirement April 2014 - Present
Great-West Financial January 2012 - April 2014
Boulder Running Company (Run Colorado) July 2011 - October 2011
The Balanced Athlete September 2009 - July 2011
Ascent Promotions June 2009 - September 2009
CertaPro Painters January 2009 - June 2009
Skills
Marketing, Social Media Marketing, Customer Service, Sales, Email Marketing, Facebook, Microsoft Office, Event Planning, Social Media, Management
Education
Western Washington University 2005 — 2009
Bachelor of Arts, Business Administration, Marketing Concentration
University of Newcastle 2008 — 2008
Marketing
Douglas County High School 2001 — 2005
Empower Retirement April 2014 - Present
Great-West Financial January 2012 - April 2014
Boulder Running Company (Run Colorado) July 2011 - October 2011
The Balanced Athlete September 2009 - July 2011
Ascent Promotions June 2009 - September 2009
CertaPro Painters January 2009 - June 2009
Skills
Marketing, Social Media Marketing, Customer Service, Sales, Email Marketing, Facebook, Microsoft Office, Event Planning, Social Media, Management
Education
Western Washington University 2005 — 2009
Bachelor of Arts, Business Administration, Marketing Concentration
University of Newcastle 2008 — 2008
Marketing
Douglas County High School 2001 — 2005
Kaitlyn Vondle (Miltner) Kaitlyn Vondle (Miltner)'s EMPOWER Retirement Experience December 2013 - Present
Job Project Leader
Industry Financial Services
Experience
EMPOWER Retirement December 2013 - Present
Great-West Retirement Services September 2012 - December 2013
Great-West Retirement Services August 2011 - September 2012
Great-West Retirement Services January 2011 - August 2011
Great-West Retirement Services July 2008 - February 2011
Robert Half International March 2008 - May 2008
Red Robin Gourmet Burgers August 2005 - May 2008
Cheyenne Regional Medical Center February 2007 - February 2007
Jackson Lake Lodge May 2005 - August 2005
Skills
Customer Service, Sales, Spreadsheets, Business Planning, File Management, Human Resources, Online Research, System Administration, Series 63, Mutual Funds, Retirement, Series 6, Time Management, Investments, Management, Retirement Planning, Wealth Management
Education
University of Denver 2010 — 2014
Masters, Leadership & organizations / Project Management
University of Northern Colorado 2003 — 2007
Bachelor of Science, Business Administration; Management
EMPOWER Retirement December 2013 - Present
Great-West Retirement Services September 2012 - December 2013
Great-West Retirement Services August 2011 - September 2012
Great-West Retirement Services January 2011 - August 2011
Great-West Retirement Services July 2008 - February 2011
Robert Half International March 2008 - May 2008
Red Robin Gourmet Burgers August 2005 - May 2008
Cheyenne Regional Medical Center February 2007 - February 2007
Jackson Lake Lodge May 2005 - August 2005
Skills
Customer Service, Sales, Spreadsheets, Business Planning, File Management, Human Resources, Online Research, System Administration, Series 63, Mutual Funds, Retirement, Series 6, Time Management, Investments, Management, Retirement Planning, Wealth Management
Education
University of Denver 2010 — 2014
Masters, Leadership & organizations / Project Management
University of Northern Colorado 2003 — 2007
Bachelor of Science, Business Administration; Management
Jeff Studebaker's EMPOWER Retirement Experience February 2015 - Present
Job
Industry Financial Services
Experience
EMPOWER Retirement February 2015 - Present
DST Retirement Solutions 2011 - February 2015
Smart401k February 2007 - March 2011
JPMorgan Chase & Co. August 2004 - February 2007
JPMorgan Chase & Co. February 2004 - August 2004
Synchron Communications October 2001 - November 2003
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Investments, Defined Benefit, Pensions, Asset Allocation, Fixed Annuities, Wealth Management, Project Management, Portfolio Management, HTML, 403 b, Solution Implementation, Web Project Management, Web Development, Series 63, Series 6, Series 65, Series 24, Series 7, Microsoft Office, Customer Retention, Customer Experience, Client Representation, Investment Advisory, SDLC, Securities, Relationship Management, Visio, Financial Services
Education
University of Kansas 1997 — 2001
Bachelor's degree, Biology, General
EMPOWER Retirement February 2015 - Present
DST Retirement Solutions 2011 - February 2015
Smart401k February 2007 - March 2011
JPMorgan Chase & Co. August 2004 - February 2007
JPMorgan Chase & Co. February 2004 - August 2004
Synchron Communications October 2001 - November 2003
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Investments, Defined Benefit, Pensions, Asset Allocation, Fixed Annuities, Wealth Management, Project Management, Portfolio Management, HTML, 403 b, Solution Implementation, Web Project Management, Web Development, Series 63, Series 6, Series 65, Series 24, Series 7, Microsoft Office, Customer Retention, Customer Experience, Client Representation, Investment Advisory, SDLC, Securities, Relationship Management, Visio, Financial Services
Education
University of Kansas 1997 — 2001
Bachelor's degree, Biology, General
Andrew Neary Andrew Neary's EMPOWER Retirement Experience August 2012 - Present
Job 401(k) Plan Services Account Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement August 2012 - Present
Great-West Retirement Services August 2010 - August 2012
Skills
Retirement, Relationship Management, 401k, Series 63, Pensions, Investments, Series 6, Employee Benefits, Financial Services, Wealth Management, Mutual Funds, Customer Service, Account Management, Retirement Planning, Asset Allocation, FINRA
Education
University of Nebraska-Lincoln 2003 — 2006
Theatre, English Literature, Business
EMPOWER Retirement August 2012 - Present
Great-West Retirement Services August 2010 - August 2012
Skills
Retirement, Relationship Management, 401k, Series 63, Pensions, Investments, Series 6, Employee Benefits, Financial Services, Wealth Management, Mutual Funds, Customer Service, Account Management, Retirement Planning, Asset Allocation, FINRA
Education
University of Nebraska-Lincoln 2003 — 2006
Theatre, English Literature, Business
Frank Porter's EMPOWER Retirement Experience 2007 - Present
Job Assistant VicePresident
Industry Financial Services
Experience
EMPOWER Retirement 2007 - Present
Great-West Financial May 1997 - 2007
Lake & Associates May 1996 - May 1997
Great-West Financial February 1995 - May 1996
Great-West Financial April 1993 - February 1995
Norwest Bank Denver, N.A. October 1991 - April 1993
Skills
Retirement Plan..., Plan Compliance, 401k, Retirement Plan..., Defined Benefit, Sales, IRS problem resolution, Qualified Retirement..., Trustee, Custodial Services, Management, Client Service Oriented, Strategic Planning, Retirement Planning, Series 63, Profit Sharing, ERISA, Relationship Management, Financial Services, Pensions, Retirement
Education
University of Northern Colorado 1986 — 1990
Bachelor of Science (BS), Finance, General
EMPOWER Retirement 2007 - Present
Great-West Financial May 1997 - 2007
Lake & Associates May 1996 - May 1997
Great-West Financial February 1995 - May 1996
Great-West Financial April 1993 - February 1995
Norwest Bank Denver, N.A. October 1991 - April 1993
Skills
Retirement Plan..., Plan Compliance, 401k, Retirement Plan..., Defined Benefit, Sales, IRS problem resolution, Qualified Retirement..., Trustee, Custodial Services, Management, Client Service Oriented, Strategic Planning, Retirement Planning, Series 63, Profit Sharing, ERISA, Relationship Management, Financial Services, Pensions, Retirement
Education
University of Northern Colorado 1986 — 1990
Bachelor of Science (BS), Finance, General
Anastasia Clark's EMPOWER Retirement Experience December 2014 - June 2015
Job Human Resources Intern Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2015 - Present
Marshalls May 2013 - Present
EMPOWER Retirement December 2014 - June 2015
Party City June 2014 - November 2014
Atlanta Rocks May 2010 - September 2011
Skills
Sales, Customer Service, Retail, Microsoft Excel
Education
University of Massachusetts Lowell 2013 — 2017
Bachelor of Science (BS), Business Administration and Management
Putnam Investments September 2015 - Present
Marshalls May 2013 - Present
EMPOWER Retirement December 2014 - June 2015
Party City June 2014 - November 2014
Atlanta Rocks May 2010 - September 2011
Skills
Sales, Customer Service, Retail, Microsoft Excel
Education
University of Massachusetts Lowell 2013 — 2017
Bachelor of Science (BS), Business Administration and Management
Leah Revkin CFP® CRC®'s EMPOWER Retirement Experience June 2011 - June 2015
Job Financial Planner at Society of Grownups
Industry Financial Services
Experience
Society of Grownups July 2015 - Present
EMPOWER Retirement June 2011 - June 2015
State Street November 2009 - June 2011
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BS in Business Administration, Finance and International Business & Economics
Society of Grownups July 2015 - Present
EMPOWER Retirement June 2011 - June 2015
State Street November 2009 - June 2011
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BS in Business Administration, Finance and International Business & Economics
Courtney Powers Courtney Powers's EMPOWER Retirement Experience August 2015 - Present
Job Retirement Representative
Industry Financial Services
Experience
Empower Retirement August 2015 - Present
EMPOWER Retirement March 2015 - August 2015
Great-West Financial September 2013 - March 2015
Castor Design and Associates 2003 - October 2013
Great-West Financial March 2012 - September 2013
MacGibbons January 2010 - March 2012
Colorado Benefit Advisors February 2010 - August 2010
Skills
Marketing Communications, Organization, Self Motivation
Education
University of Northern Colorado 2005 — 2009
Bachelors in Communications, Minor in Advertising and PR
Empower Retirement August 2015 - Present
EMPOWER Retirement March 2015 - August 2015
Great-West Financial September 2013 - March 2015
Castor Design and Associates 2003 - October 2013
Great-West Financial March 2012 - September 2013
MacGibbons January 2010 - March 2012
Colorado Benefit Advisors February 2010 - August 2010
Skills
Marketing Communications, Organization, Self Motivation
Education
University of Northern Colorado 2005 — 2009
Bachelors in Communications, Minor in Advertising and PR
Michelle Stanford Michelle Stanford's EMPOWER Retirement Experience March 2014 - August 2015
Job Communication Consultant at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial August 2015 - Present
EMPOWER Retirement March 2014 - August 2015
Great-West Financial November 2011 - March 2014
Great-West Financial February 2008 - November 2011
CCI Public Relations & Marketing Communications December 2005 - November 2007
Skills
Project Management, Writing, Creative Services, Customer Service, Product Marketing, Integrated Marketing, Public Relations, Strategic Marketing..., Marketing, Editing, Strategic Planning, Press Releases, Corporate Communications, Budgets, Newsletters, Advertising, Leadership, Marketing Strategy, Social Media
Education
Webster University
Master of Business Administration (MBA)
Webster University
Bachelor of Arts (BA), Media Communications, Minor in Public Relations
University of Kansas
Prudential Financial August 2015 - Present
EMPOWER Retirement March 2014 - August 2015
Great-West Financial November 2011 - March 2014
Great-West Financial February 2008 - November 2011
CCI Public Relations & Marketing Communications December 2005 - November 2007
Skills
Project Management, Writing, Creative Services, Customer Service, Product Marketing, Integrated Marketing, Public Relations, Strategic Marketing..., Marketing, Editing, Strategic Planning, Press Releases, Corporate Communications, Budgets, Newsletters, Advertising, Leadership, Marketing Strategy, Social Media
Education
Webster University
Master of Business Administration (MBA)
Webster University
Bachelor of Arts (BA), Media Communications, Minor in Public Relations
University of Kansas
Rebecca Noordhoek's EMPOWER Retirement Experience August 2015 - Present
Job Empower Retirement
Industry Financial Services
Experience
Empower Retirement August 2015 - Present
J.P. Morgan June 2014 - July 2015
Henry W Bloch School of Management August 2010 - May 2014
The Classic Cup August 2011 - April 2014
BPM Indoor Cycling Studio 2011 - 2012
FUNacho August 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook
Education
University of Missouri-Kansas City 2010 — 2014
Bachelor of Business Administration (BBA), Enterprise Management
Empower Retirement August 2015 - Present
J.P. Morgan June 2014 - July 2015
Henry W Bloch School of Management August 2010 - May 2014
The Classic Cup August 2011 - April 2014
BPM Indoor Cycling Studio 2011 - 2012
FUNacho August 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook
Education
University of Missouri-Kansas City 2010 — 2014
Bachelor of Business Administration (BBA), Enterprise Management
Carter Scheetz's EMPOWER Retirement Experience September 2014 - July 2015
Job Rollover Education Specialist at John Hancock Financial Services
Industry Sports
Experience
John Hancock Financial Services August 2015 - Present
EMPOWER Retirement September 2014 - July 2015
University of South Carolina August 2010 - June 2014
Actuarial Benefits and Design July 2013 - August 2013
University of Richmond July 2012 - August 2012
Skills
Marketing, Teamwork, Marketing Strategy, Football, Baseball, Sales, Operations Management
Education
University of South Carolina-Columbia 2010 — 2014
Undergraduate Student, Major- Sport and Entertainment Management, Emphasis in Business, Cumulative GPA: 3.616
John Hancock Financial Services August 2015 - Present
EMPOWER Retirement September 2014 - July 2015
University of South Carolina August 2010 - June 2014
Actuarial Benefits and Design July 2013 - August 2013
University of Richmond July 2012 - August 2012
Skills
Marketing, Teamwork, Marketing Strategy, Football, Baseball, Sales, Operations Management
Education
University of South Carolina-Columbia 2010 — 2014
Undergraduate Student, Major- Sport and Entertainment Management, Emphasis in Business, Cumulative GPA: 3.616
Joseph Mascioli Joseph Mascioli's EMPOWER Retirement Experience January 2015 - March 2015
Job Shareholder & Investment Consultant at 361 Capital
Industry Financial Services
Experience
361 Capital March 2015 - Present
EMPOWER Retirement January 2015 - March 2015
EMPOWER Retirement March 2013 - January 2015
Trust Company of America December 2012 - March 2013
OppenheimerFunds December 2010 - June 2012
The Parziale-Kern Group of Wells Fargo Advisors April 2010 - October 2010
Aberdeen Funds July 2006 - January 2009
Aberdeen Funds December 2005 - June 2006
Wachovia May 2003 - April 2005
Education
University of Maryland - Robert H. Smith School of Business
Bachelor's Degree, Finance
361 Capital March 2015 - Present
EMPOWER Retirement January 2015 - March 2015
EMPOWER Retirement March 2013 - January 2015
Trust Company of America December 2012 - March 2013
OppenheimerFunds December 2010 - June 2012
The Parziale-Kern Group of Wells Fargo Advisors April 2010 - October 2010
Aberdeen Funds July 2006 - January 2009
Aberdeen Funds December 2005 - June 2006
Wachovia May 2003 - April 2005
Education
University of Maryland - Robert H. Smith School of Business
Bachelor's Degree, Finance
Gary Grandonico Gary Grandonico's EMPOWER Retirement Experience July 2015 - Present
Job Assistant Manager, Participant Services at Empower Retirement
Industry Financial Services
Experience
Empower Retirement July 2015 - Present
EMPOWER Retirement November 2013 - July 2015
Gentle Giant Moving Company May 2012 - August 2012
Rounder Records May 2012 - August 2012
Tufts University May 2011 - August 2011
Tufts Telefund February 2011 - May 2011
Galenski Farm May 2010 - August 2010
Massachusetts DCR May 2009 - August 2009
Education
Tufts University 2009 — 2013
Bachelor of Science (BS), Economics
Empower Retirement July 2015 - Present
EMPOWER Retirement November 2013 - July 2015
Gentle Giant Moving Company May 2012 - August 2012
Rounder Records May 2012 - August 2012
Tufts University May 2011 - August 2011
Tufts Telefund February 2011 - May 2011
Galenski Farm May 2010 - August 2010
Massachusetts DCR May 2009 - August 2009
Education
Tufts University 2009 — 2013
Bachelor of Science (BS), Economics
Andrea (Bensch) Kubkowski Andrea (Bensch) Kubkowski's EMPOWER Retirement Experience June 2014 - Present
Job Innovation Business Analyst
Industry Mining & Metals
Experience
EMPOWER Retirement June 2014 - Present
Newmont Mining Corporation April 2010 - August 2013
Newmont Mining Corporation August 2009 - April 2010
Lakeshore Staffing June 2008 - August 2009
CTA Architects Engineers June 2008 - June 2009
M2 Design Services, Ltd. June 2006 - September 2006
Skills
Workshop Facilitation, Graphic Design, Management, Project Management, Program Management, Product Development, Entrepreneurship, Microsoft Excel, Business Process..., Budgets, Creativity, Communication Skills, Building Relationships, Change Management, Strategic Planning, Analysis, Microsoft Office, Team Building, Innovation, SharePoint, Open Innovation, Innovation Consulting, Creative Problem Solving, Idea Generation, Brainstorm Facilitation, Team Facilitation, Corporate Communications, Six Sigma, Strategy, Forecasting, Contract Management, Fundraising, MS Project, Innovation Development, Problem Solving
Education
University of Colorado Denver 2007 — 2009
Masters in Architecture, Architecture
The Ohio State University 2003 — 2007
Bachelor of Science in Architecture, Architecture, French
EMPOWER Retirement June 2014 - Present
Newmont Mining Corporation April 2010 - August 2013
Newmont Mining Corporation August 2009 - April 2010
Lakeshore Staffing June 2008 - August 2009
CTA Architects Engineers June 2008 - June 2009
M2 Design Services, Ltd. June 2006 - September 2006
Skills
Workshop Facilitation, Graphic Design, Management, Project Management, Program Management, Product Development, Entrepreneurship, Microsoft Excel, Business Process..., Budgets, Creativity, Communication Skills, Building Relationships, Change Management, Strategic Planning, Analysis, Microsoft Office, Team Building, Innovation, SharePoint, Open Innovation, Innovation Consulting, Creative Problem Solving, Idea Generation, Brainstorm Facilitation, Team Facilitation, Corporate Communications, Six Sigma, Strategy, Forecasting, Contract Management, Fundraising, MS Project, Innovation Development, Problem Solving
Education
University of Colorado Denver 2007 — 2009
Masters in Architecture, Architecture
The Ohio State University 2003 — 2007
Bachelor of Science in Architecture, Architecture, French
Nina Cowart Nina Cowart's EMPOWER Retirement Experience April 2015 - Present
Job Retirement Plan Counselor
Industry Financial Services
Experience
EMPOWER Retirement April 2015 - Present
Cache Pension Services, LLC May 1998 - January 2015
Aris Corporation 2000 - 2005
Wheatland Tube Co 1991 - 1993
Education
Thiel College 1993 — 1997
BA, Actuarial Studies & Accounting
EMPOWER Retirement April 2015 - Present
Cache Pension Services, LLC May 1998 - January 2015
Aris Corporation 2000 - 2005
Wheatland Tube Co 1991 - 1993
Education
Thiel College 1993 — 1997
BA, Actuarial Studies & Accounting
Jeffrey Baumgartner Jeffrey Baumgartner's EMPOWER Retirement Experience February 2010 - Present
Job Regional Sales Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement February 2010 - Present
Principal Financial Group 1999 - 2010
Phoenix Home Life 1996 - 1999
Arrow Electronics 1994 - 1996
Education
University of Rochester 1990 — 1994
Bachelor of Arts (B.A.), Economics
EMPOWER Retirement February 2010 - Present
Principal Financial Group 1999 - 2010
Phoenix Home Life 1996 - 1999
Arrow Electronics 1994 - 1996
Education
University of Rochester 1990 — 1994
Bachelor of Arts (B.A.), Economics
Joseph Winckler Joseph Winckler's EMPOWER Retirement Experience June 2014 - August 2015
Job Retirement Education Specialist
Industry Financial Services
Experience
EMPOWER Retirement June 2014 - August 2015
State Street July 2009 - June 2014
Crowne Plaza® Hotels & Resorts May 2008 - June 2009
Hotel Phillips 2004 - 2008
Skills
Hospitality, Customer Service, Hotels, Front Office, Food & Beverage, Technical Writing, Microsoft Excel, Verification, Training, Hiring Personnel, Revenue Cycle Management, Forecasting, Schedules, Problem Solving, Project Planning, Inventory Management, Process Improvement, Leadership, Risk Management, Accounting, Auditing, Team Building, Management, Microsoft Word, Outlook, Sales, Payroll, Access, Finance, PowerPoint, Analysis, Customer Satisfaction, Teamwork, Banking, Pricing, Financial Analysis, Microsoft Office, Revenue Analysis, Coaching, Employee Training, Global Custody, Securities, Hiring
Education
University of Iowa 1995 — 1997
Business/Commerce, General
American Institute of Commerce 1993 — 1995
Hospitality Management, Hospitality and Recreation Marketing Operations, 3.5
West 1990 — 1993
EMPOWER Retirement June 2014 - August 2015
State Street July 2009 - June 2014
Crowne Plaza® Hotels & Resorts May 2008 - June 2009
Hotel Phillips 2004 - 2008
Skills
Hospitality, Customer Service, Hotels, Front Office, Food & Beverage, Technical Writing, Microsoft Excel, Verification, Training, Hiring Personnel, Revenue Cycle Management, Forecasting, Schedules, Problem Solving, Project Planning, Inventory Management, Process Improvement, Leadership, Risk Management, Accounting, Auditing, Team Building, Management, Microsoft Word, Outlook, Sales, Payroll, Access, Finance, PowerPoint, Analysis, Customer Satisfaction, Teamwork, Banking, Pricing, Financial Analysis, Microsoft Office, Revenue Analysis, Coaching, Employee Training, Global Custody, Securities, Hiring
Education
University of Iowa 1995 — 1997
Business/Commerce, General
American Institute of Commerce 1993 — 1995
Hospitality Management, Hospitality and Recreation Marketing Operations, 3.5
West 1990 — 1993
Felicia Smith Felicia Smith's EMPOWER Retirement Experience 2014 - Present
Job Non Qualified Benefits Consultant at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement 2014 - Present
Paradigm Design Solutions, Inc. 2012 - Present
J.P. Morgan 2013 - September 2014
MullinTBG April 2008 - July 2012
MullinTBG June 2006 - April 2008
TBG Financial November 2002 - June 2006
TBG Financial January 2001 - November 2002
TBG Financial March 2000 - January 2001
UCLA June 1996 - March 2000
Skills
Client Services, Operations Management, Deferred Compensation, Retirement Solutions, Business Continuity, Staff Management, SAS70, Salesforce.com, Financial Services, Retirement, Budgets, CRM, Investments, Management, Customer Service, Process Improvement
Education
University of California, Los Angeles 1992 — 1996
Bachelor of Arts (B.A.), Sociology
EMPOWER Retirement 2014 - Present
Paradigm Design Solutions, Inc. 2012 - Present
J.P. Morgan 2013 - September 2014
MullinTBG April 2008 - July 2012
MullinTBG June 2006 - April 2008
TBG Financial November 2002 - June 2006
TBG Financial January 2001 - November 2002
TBG Financial March 2000 - January 2001
UCLA June 1996 - March 2000
Skills
Client Services, Operations Management, Deferred Compensation, Retirement Solutions, Business Continuity, Staff Management, SAS70, Salesforce.com, Financial Services, Retirement, Budgets, CRM, Investments, Management, Customer Service, Process Improvement
Education
University of California, Los Angeles 1992 — 1996
Bachelor of Arts (B.A.), Sociology
Taufique Khan's EMPOWER Retirement Experience August 2015 - Present
Job Great West Financial and Empower Retirement
Industry Consumer Services
Experience
Great-West Financial August 2015 - Present
Empower Retirement August 2015 - Present
SkyPort Companies June 2002 - April 2015
Skills
Public Speaking, Computer Proficiency, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Data Entry, Customer Satisfaction, Leadership, Foreign Languages, Networking, OS X, PowerPoint, Research, Customer Service, Typing, Windows, Writing, Creative Writing, Teamwork, Social Networking, Critical Thinking, Access, Telephone Skills, Office Management, Training, Event Planning, Team Leadership, Technical Writing, Hospitality, Retail, Supervisory Skills, Computer Hardware, Photoshop, Bartending, Food, Restaurants, Team Building, Windows 7, Food Service, Cash Handling Experience, Mac, English, Outlook, Inventory Management, Cashiering, Administration, Social Media, Event Management
Education
Metropolitan State University of Denver 2010 — 2014
Bachelor of Science (BS), Business Management
University of Colorado Denver
Credit Transfers, Marketing/Management
Great-West Financial August 2015 - Present
Empower Retirement August 2015 - Present
SkyPort Companies June 2002 - April 2015
Skills
Public Speaking, Computer Proficiency, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Data Entry, Customer Satisfaction, Leadership, Foreign Languages, Networking, OS X, PowerPoint, Research, Customer Service, Typing, Windows, Writing, Creative Writing, Teamwork, Social Networking, Critical Thinking, Access, Telephone Skills, Office Management, Training, Event Planning, Team Leadership, Technical Writing, Hospitality, Retail, Supervisory Skills, Computer Hardware, Photoshop, Bartending, Food, Restaurants, Team Building, Windows 7, Food Service, Cash Handling Experience, Mac, English, Outlook, Inventory Management, Cashiering, Administration, Social Media, Event Management
Education
Metropolitan State University of Denver 2010 — 2014
Bachelor of Science (BS), Business Management
University of Colorado Denver
Credit Transfers, Marketing/Management
Daniel Clements's EMPOWER Retirement Experience April 2015 - Present
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
Empower Retirement April 2015 - Present
NADART August 2014 - April 2015
NADART August 2013 - July 2014
Lumyn LLC May 2011 - August 2013
Skills
Market Research, Business Analysis, Financial Analysis, Finance, Written & Oral..., Investments, Social Media, New Business Development, Analysis, Customer Service
Education
University of Kentucky 2009 — 2013
BA - Finance, Finance and Economics (Minor)
Empower Retirement April 2015 - Present
NADART August 2014 - April 2015
NADART August 2013 - July 2014
Lumyn LLC May 2011 - August 2013
Skills
Market Research, Business Analysis, Financial Analysis, Finance, Written & Oral..., Investments, Social Media, New Business Development, Analysis, Customer Service
Education
University of Kentucky 2009 — 2013
BA - Finance, Finance and Economics (Minor)
Alyce Mui Alyce Mui's EMPOWER Retirement Experience April 2014 - Present
Job Account Manager at EMPOWER Retirement
Industry Financial Services
Experience
Empower Retirement April 2014 - Present
Empower Retirement February 2011 - April 2014
Empower Retirement November 2009 - February 2011
Invesco December 2004 - August 2009
Invesco May 2006 - May 2007
Invesco US December 2004 - May 2006
Skills
Series 6, Change Management, Process Improvement, Series 63, Mutual Funds, Investments, Leadership, 401k, Employee Training, Management, Retirement, Analysis, Call Centers, Strategy, Training
Education
University of Northern Colorado 2000 — 2004
BA, Economics
Empower Retirement April 2014 - Present
Empower Retirement February 2011 - April 2014
Empower Retirement November 2009 - February 2011
Invesco December 2004 - August 2009
Invesco May 2006 - May 2007
Invesco US December 2004 - May 2006
Skills
Series 6, Change Management, Process Improvement, Series 63, Mutual Funds, Investments, Leadership, 401k, Employee Training, Management, Retirement, Analysis, Call Centers, Strategy, Training
Education
University of Northern Colorado 2000 — 2004
BA, Economics
Rosemary Kawam Rosemary Kawam's EMPOWER Retirement Experience May 2015 - July 2015
Job Case Specialist Support at Symetra
Industry Financial Services
Experience
Symetra August 2015 - Present
EMPOWER Retirement May 2015 - July 2015
Fred C. Church, Inc. September 2011 - May 2015
Tony's Store October 2010 - June 2014
Lawrence Housing Authority September 2010 - June 2011
Greater Lawrence Family Health Center October 2010 - April 2011
Canobie Lake Park June 2010 - October 2010
Presentation of Mary Academy June 2007 - September 2009
Skills
Administrative Support, Arabic, Spanish, Phone Skills, Processing, Organizing, Microsoft Office, Communication, Customer Service, Filing, Microsoft Excel, Data Entry, Teamwork, Administrative..., Microsoft Word, Outlook, Insurance, Umbrella Insurance, Social Media, Public Speaking, Telephone Skills, Phone Etiquette, Community Outreach, Critical Thinking, PowerPoint, Leadership, Time Management
Education
University of Massachusetts Lowell 2015 — 2017
Master of Business Administration (M.B.A.)
University of Massachusetts Lowell 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Management
Symetra August 2015 - Present
EMPOWER Retirement May 2015 - July 2015
Fred C. Church, Inc. September 2011 - May 2015
Tony's Store October 2010 - June 2014
Lawrence Housing Authority September 2010 - June 2011
Greater Lawrence Family Health Center October 2010 - April 2011
Canobie Lake Park June 2010 - October 2010
Presentation of Mary Academy June 2007 - September 2009
Skills
Administrative Support, Arabic, Spanish, Phone Skills, Processing, Organizing, Microsoft Office, Communication, Customer Service, Filing, Microsoft Excel, Data Entry, Teamwork, Administrative..., Microsoft Word, Outlook, Insurance, Umbrella Insurance, Social Media, Public Speaking, Telephone Skills, Phone Etiquette, Community Outreach, Critical Thinking, PowerPoint, Leadership, Time Management
Education
University of Massachusetts Lowell 2015 — 2017
Master of Business Administration (M.B.A.)
University of Massachusetts Lowell 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Management
Sara Carvalho Sara Carvalho's EMPOWER Retirement Experience October 2014 - July 2015
Job Retirement Plan Consultant at Marsh & McLennan Agency
Industry Financial Services
Experience
Marsh & McLennan Agency August 2015 - Present
EMPOWER Retirement October 2014 - July 2015
Putnam Investments December 2007 - October 2014
Mercer October 2000 - December 2007
New England Financial May 1998 - October 2000
Skills
Series 7, Series 63, Defined Benefit, 401k, Series 6, Retirement Plan..., Retirement, ERISA, Pensions, Mutual Funds, IRAs, Retirement Planning, Investment Advisory, Wealth Management, Relationship Management, Investments, Insurance, Product Development, Customer Retention, Customer Service, Financial Services, Asset Allocation
Education
University of Massachusetts at Lowell 1994 — 1998
BS, Psychology
Marsh & McLennan Agency August 2015 - Present
EMPOWER Retirement October 2014 - July 2015
Putnam Investments December 2007 - October 2014
Mercer October 2000 - December 2007
New England Financial May 1998 - October 2000
Skills
Series 7, Series 63, Defined Benefit, 401k, Series 6, Retirement Plan..., Retirement, ERISA, Pensions, Mutual Funds, IRAs, Retirement Planning, Investment Advisory, Wealth Management, Relationship Management, Investments, Insurance, Product Development, Customer Retention, Customer Service, Financial Services, Asset Allocation
Education
University of Massachusetts at Lowell 1994 — 1998
BS, Psychology
Bryson Slater's EMPOWER Retirement Experience January 2015 - Present
Job Service Delivery Specialist at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
J.P. Morgan Retirement Plan Services August 2012 - Present
Heart of MIssouri United Way June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Financial Analysis, Customer Service, Microsoft Excel, Accounting, Microsoft Word, Databases, Data Entry, Communication
Education
University of Missouri-Columbia, College of Business 2008 — 2012
Bachlor's, Finance, Minor: Economics
EMPOWER Retirement January 2015 - Present
J.P. Morgan Retirement Plan Services August 2012 - Present
Heart of MIssouri United Way June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Financial Analysis, Customer Service, Microsoft Excel, Accounting, Microsoft Word, Databases, Data Entry, Communication
Education
University of Missouri-Columbia, College of Business 2008 — 2012
Bachlor's, Finance, Minor: Economics
Art Crawford III, CEBS Art Crawford III, CEBS's EMPOWER Retirement Experience January 2011 - April 2015
Job Implementation Manager
Industry Financial Services
Experience
Financial Services April 2015 - Present
EMPOWER Retirement January 2011 - April 2015
EMPOWER Retirement March 2007 - January 2011
VALIC October 1999 - October 2006
VALIC October 1996 - September 1999
United States Air Force March 1988 - April 1991
Skills
Project Management, Consultative Sales, Skilled Communicator, Technical Sales..., Technical Data Analysis, Client Collaboration, Process Improvement, RFP, Relationship Management, Non-Qualified..., Microsoft Office, 457 Plans, 403(b), 401(k)
Education
Texas Tech University 1989 — 1996
Bachelor of Science (B.S.), Financial Planning
Financial Services April 2015 - Present
EMPOWER Retirement January 2011 - April 2015
EMPOWER Retirement March 2007 - January 2011
VALIC October 1999 - October 2006
VALIC October 1996 - September 1999
United States Air Force March 1988 - April 1991
Skills
Project Management, Consultative Sales, Skilled Communicator, Technical Sales..., Technical Data Analysis, Client Collaboration, Process Improvement, RFP, Relationship Management, Non-Qualified..., Microsoft Office, 457 Plans, 403(b), 401(k)
Education
Texas Tech University 1989 — 1996
Bachelor of Science (B.S.), Financial Planning
Alicia Gallo's EMPOWER Retirement Experience December 2014 - Present
Job Assistant Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement December 2014 - Present
Putnam Investments November 2012 - Present
Putnam Investments October 2011 - November 2012
Putnam Investments November 2009 - October 2011
Skills
Bloomberg, Call Centers, Customer Service, Equities, Financial Services, Fixed Income, Investments, Mutual Funds, Relationship Management, Securities, Series 6, Series 63, Series 7, Time Management, 401k
Education
University of Massachusetts at Lowell 2007 — 2011
BSBA, Finance
EMPOWER Retirement December 2014 - Present
Putnam Investments November 2012 - Present
Putnam Investments October 2011 - November 2012
Putnam Investments November 2009 - October 2011
Skills
Bloomberg, Call Centers, Customer Service, Equities, Financial Services, Fixed Income, Investments, Mutual Funds, Relationship Management, Securities, Series 6, Series 63, Series 7, Time Management, 401k
Education
University of Massachusetts at Lowell 2007 — 2011
BSBA, Finance
Sarah Flanagan Silcott Sarah Flanagan Silcott's EMPOWER Retirement Experience May 2008 - Present
Job Communication Strategist
Industry Financial Services
Experience
EMPOWER Retirement May 2008 - Present
Various 1900 - Present
Freelance Marketing June 2005 - July 2013
RRU Research February 2006 - April 2008
OTX Research 2004 - 2007
The Village Theatre 2001 - 2003
Skills
Creative Direction, Creative Strategy, Marketing Communications, Marketing Strategy, Market Research, Social Media Marketing, Concept Development, Social Media, Advertising, Branding & Identity, Copywriting, Writing, Graphic Design, Presentations, Corporate Branding, Strategy, Newsletters, Theatre, Entertainment, Film, InDesign, Storytelling, Dreamweaver, Photoshop, PowerPoint, Strategic Thinking, Commercials, Microsoft Word, Creative Services, Creativity, Creative Writing, Business Development, Social Skills, Presenter, Acting, Voiceovers, Aesthetics, Sales Presentations, Supervising, Independent Thinking, Empathy, Logo Design, Branding Initiatives, Style Sheets, Outlook, Microsoft Excel, Events, Concepts, Team Leadership, Video Production
Education
City University of New York-Brooklyn College 2001 — 2004
BFA, Acting, Magna Cum Laude
London Academy of Music and Dramatic Art 2005 — 2005
Shakespeare and the Restoration, Acting
University of Northern Colorado 2000 — 2001
Theater
Denver School of the Arts
Diploma, Theatre and Creative Writing
EMPOWER Retirement May 2008 - Present
Various 1900 - Present
Freelance Marketing June 2005 - July 2013
RRU Research February 2006 - April 2008
OTX Research 2004 - 2007
The Village Theatre 2001 - 2003
Skills
Creative Direction, Creative Strategy, Marketing Communications, Marketing Strategy, Market Research, Social Media Marketing, Concept Development, Social Media, Advertising, Branding & Identity, Copywriting, Writing, Graphic Design, Presentations, Corporate Branding, Strategy, Newsletters, Theatre, Entertainment, Film, InDesign, Storytelling, Dreamweaver, Photoshop, PowerPoint, Strategic Thinking, Commercials, Microsoft Word, Creative Services, Creativity, Creative Writing, Business Development, Social Skills, Presenter, Acting, Voiceovers, Aesthetics, Sales Presentations, Supervising, Independent Thinking, Empathy, Logo Design, Branding Initiatives, Style Sheets, Outlook, Microsoft Excel, Events, Concepts, Team Leadership, Video Production
Education
City University of New York-Brooklyn College 2001 — 2004
BFA, Acting, Magna Cum Laude
London Academy of Music and Dramatic Art 2005 — 2005
Shakespeare and the Restoration, Acting
University of Northern Colorado 2000 — 2001
Theater
Denver School of the Arts
Diploma, Theatre and Creative Writing
John Steggell, ChFC, CRPS John Steggell, ChFC, CRPS's EMPOWER Retirement Experience January 2012 - February 2015
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
EMPOWER Retirement January 2012 - February 2015
EMPOWER Retirement September 2004 - January 2012
EMPOWER Retirement January 2003 - September 2004
EMPOWER Retirement March 1999 - January 2003
EMPOWER Retirement April 1997 - March 1999
EMPOWER Retirement September 1995 - April 1997
Skills
Series 63, Series 6, Series 26, 401k, 403 b, Alternative Investments, CRM, FINRA, Coaching, Roth IRA, Sales, Asset Allocation, Asset Management, Customer Satisfaction, Deferred Compensation, Defined Benefit, Defined Contribution, Due Diligence, ERISA, ETFs, Financial Services, Fixed Annuities, Investments, Management, Mutual Funds, Pensions, Performance Management, Relationship Management, Retirement, Retirement Planning, Sales Operations, Training, Employee Benefits, Equities, IRAs, Insurance, Investment Advisory, Investment Strategies, Life Insurance, Portfolio Management, Profit Sharing, Retirement Plan..., Securities, Series 24, Strategic Financial..., Team Management, Uniform Combined State..., Wealth Management
Education
USC 1991 — 1994
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Fidelity Investments February 2015 - Present
EMPOWER Retirement January 2012 - February 2015
EMPOWER Retirement September 2004 - January 2012
EMPOWER Retirement January 2003 - September 2004
EMPOWER Retirement March 1999 - January 2003
EMPOWER Retirement April 1997 - March 1999
EMPOWER Retirement September 1995 - April 1997
Skills
Series 63, Series 6, Series 26, 401k, 403 b, Alternative Investments, CRM, FINRA, Coaching, Roth IRA, Sales, Asset Allocation, Asset Management, Customer Satisfaction, Deferred Compensation, Defined Benefit, Defined Contribution, Due Diligence, ERISA, ETFs, Financial Services, Fixed Annuities, Investments, Management, Mutual Funds, Pensions, Performance Management, Relationship Management, Retirement, Retirement Planning, Sales Operations, Training, Employee Benefits, Equities, IRAs, Insurance, Investment Advisory, Investment Strategies, Life Insurance, Portfolio Management, Profit Sharing, Retirement Plan..., Securities, Series 24, Strategic Financial..., Team Management, Uniform Combined State..., Wealth Management
Education
USC 1991 — 1994
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Jeff Pinson Jeff Pinson's EMPOWER Retirement Experience September 2014 - Present
Job at Empower Retirement
Industry Investment Management
Experience
EMPOWER Retirement September 2014 - Present
JPMorgan Chase December 2010 - August 2014
JP Morgan Chase March 2010 - December 2010
Reece and Nichols January 2007 - March 2010
JP Capital Group, LLC2005 2007 - March 2010
Reece and Nichols April 2005 - March 2010
Sprint September 2003 - March 2005
Consumer Marketing Finance August 2000 - September 2003
PEPSI-COLA NORTH AMERICA January 1996 - January 1998
Disneyland January 1994 - January 1996
Skills
Forecasting, Financial Analysis, Real Estate, Business Analysis, Budgets, Investments, Strategic Financial..., Investment Properties, Corporate Finance, Sales, Marketing, Business Planning, Business Process..., Variance Analysis, Real Estate Transactions
Education
University of California, Irvine 1994 — 1996
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor's degree, Chemical Engineering
EMPOWER Retirement September 2014 - Present
JPMorgan Chase December 2010 - August 2014
JP Morgan Chase March 2010 - December 2010
Reece and Nichols January 2007 - March 2010
JP Capital Group, LLC2005 2007 - March 2010
Reece and Nichols April 2005 - March 2010
Sprint September 2003 - March 2005
Consumer Marketing Finance August 2000 - September 2003
PEPSI-COLA NORTH AMERICA January 1996 - January 1998
Disneyland January 1994 - January 1996
Skills
Forecasting, Financial Analysis, Real Estate, Business Analysis, Budgets, Investments, Strategic Financial..., Investment Properties, Corporate Finance, Sales, Marketing, Business Planning, Business Process..., Variance Analysis, Real Estate Transactions
Education
University of California, Irvine 1994 — 1996
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor's degree, Chemical Engineering
Myles Huf's EMPOWER Retirement Experience November 2013 - Present
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement November 2013 - Present
Valley Forge Enterprises, Ltd. March 2011 - November 2013
Creative Financial Group July 2010 - February 2011
Donohue Funeral Home January 2003 - November 2010
Education
University of Scranton 2006 — 2010
B.S., Management; Marketing
Monsignor Bonner High School 2002 — 2006
EMPOWER Retirement November 2013 - Present
Valley Forge Enterprises, Ltd. March 2011 - November 2013
Creative Financial Group July 2010 - February 2011
Donohue Funeral Home January 2003 - November 2010
Education
University of Scranton 2006 — 2010
B.S., Management; Marketing
Monsignor Bonner High School 2002 — 2006
Jay Killgore Jay Killgore's EMPOWER Retirement Experience December 2011 - Present
Job Regional Sales Director Nebraska and South Dakota at Empower Retirement
Industry Insurance
Experience
Empower Retirement December 2011 - Present
Mutual of Omaha February 2009 - December 2011
Mutual of Omaha November 2006 - January 2009
Mutual of Omaha February 2004 - October 2006
Skills
Retirement Planning, Investments, 401k, Qualified Retirement..., Benefits Management, Broker-Dealer, Mutual Funds, Retirement
Education
University of Nebraska-Lincoln 1991 — 1993
Bachelor of Arts, Political Science
University of Mississippi 1989 — 1991
Empower Retirement December 2011 - Present
Mutual of Omaha February 2009 - December 2011
Mutual of Omaha November 2006 - January 2009
Mutual of Omaha February 2004 - October 2006
Skills
Retirement Planning, Investments, 401k, Qualified Retirement..., Benefits Management, Broker-Dealer, Mutual Funds, Retirement
Education
University of Nebraska-Lincoln 1991 — 1993
Bachelor of Arts, Political Science
University of Mississippi 1989 — 1991
Brian Ott Brian Ott's EMPOWER Retirement Experience September 2005 - June 2011
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Broad Street Capital Advisors, LLC July 2011 - December 2013
EMPOWER Retirement September 2005 - June 2011
John Hancock Life Insurance Company (U.S.A.) March 2003 - August 2005
Education
University of Iowa 1991 — 1995
Bachelor of Arts, Economics
Ameriprise Financial Services, Inc. March 2014 - Present
Broad Street Capital Advisors, LLC July 2011 - December 2013
EMPOWER Retirement September 2005 - June 2011
John Hancock Life Insurance Company (U.S.A.) March 2003 - August 2005
Education
University of Iowa 1991 — 1995
Bachelor of Arts, Economics
Brian Christina Brian Christina's EMPOWER Retirement Experience September 2015 - Present
Job Senior Communications Strategist, Empower Retirement
Industry Financial Services
Experience
Empower Retirement September 2015 - Present
UnitedHealthcare April 2012 - September 2015
United Healthcare February 2011 - May 2012
ING February 2008 - February 2011
Housing Authority Insurance Group July 2002 - February 2008
MassMutual Financial Group 2000 - 2001
Skills
Marketing Communications, Marketing, Publications, Marketing Strategy, Internal Communications, Copywriting, Newsletters, Editing, Email Marketing, Corporate Communications, Customer Service, Media Relations, Microsoft Word, Social Media Marketing, Strategic Communications, Advertising, Microsoft Office, Press Releases
Education
University of Connecticut 1995 — 1999
Journalism, Journalism, English
Empower Retirement September 2015 - Present
UnitedHealthcare April 2012 - September 2015
United Healthcare February 2011 - May 2012
ING February 2008 - February 2011
Housing Authority Insurance Group July 2002 - February 2008
MassMutual Financial Group 2000 - 2001
Skills
Marketing Communications, Marketing, Publications, Marketing Strategy, Internal Communications, Copywriting, Newsletters, Editing, Email Marketing, Corporate Communications, Customer Service, Media Relations, Microsoft Word, Social Media Marketing, Strategic Communications, Advertising, Microsoft Office, Press Releases
Education
University of Connecticut 1995 — 1999
Journalism, Journalism, English
Mark Branish, CIMA Mark Branish, CIMA's EMPOWER Retirement Experience October 2009 - Present
Job National Sales Director GreatWest Funds, Inc.
Industry Financial Services
Experience
EMPOWER Retirement October 2009 - Present
Wells Fargo Advantage Funds July 2007 - September 2009
Wells Fargo Institutional Asset Advisors May 2001 - June 2007
Wells Fargo Private Client Services November 1999 - April 2001
Wells Fargo Private Client Services January 1997 - March 2001
Skills
401k, Series 63, Series 7, Mutual Funds, Asset Allocation, Investment Strategies, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Investments, Portfolio Management, Financial Services, Financial Analysis, Asset Management, Investment Management, Finance, Series 6, Alternative Investments, Pensions, Securities, Bonds, Defined Benefit, Defined Contribution, ETFs, Equities, FINRA, Financial Advisory, Fixed Annuities, Fixed Income, IRAs, Relationship Management, Retirement Plan..., Separately Managed..., Series 65
Education
University of Denver - Daniels College of Business 1993 — 1995
BSBA
Cherry Creek High School
EMPOWER Retirement October 2009 - Present
Wells Fargo Advantage Funds July 2007 - September 2009
Wells Fargo Institutional Asset Advisors May 2001 - June 2007
Wells Fargo Private Client Services November 1999 - April 2001
Wells Fargo Private Client Services January 1997 - March 2001
Skills
401k, Series 63, Series 7, Mutual Funds, Asset Allocation, Investment Strategies, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Investments, Portfolio Management, Financial Services, Financial Analysis, Asset Management, Investment Management, Finance, Series 6, Alternative Investments, Pensions, Securities, Bonds, Defined Benefit, Defined Contribution, ETFs, Equities, FINRA, Financial Advisory, Fixed Annuities, Fixed Income, IRAs, Relationship Management, Retirement Plan..., Separately Managed..., Series 65
Education
University of Denver - Daniels College of Business 1993 — 1995
BSBA
Cherry Creek High School
Marianne Marvez, RPA Marianne Marvez, RPA's EMPOWER Retirement Experience December 2011 - February 2015
Job Vice President at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions February 2015 - Present
EMPOWER Retirement December 2011 - February 2015
Strategies, LLC - Denver November 2009 - October 2011
Resnik Partners February 2009 - August 2009
Merrill Lynch July 2005 - 2008
INVESCO Retirement Plan Services March 2000 - July 2005
MetLife Retirement Group July 1996 - March 2000
INVESCO Retirement Plan Services March 1989 - July 1996
Skills
Mutual Funds, Retirement, Sales, 401k, Series 6, Defined Benefit, Series 7, Investments, Retirement Planning, Management, Defined Contribution, Wealth Management, Investment Advisory, Pensions, Asset Allocation, Investment Management, Financial Services, Leadership, Deferred Compensation, Employee Benefits, Retirement Plan..., Securities, Mergers & Acquisitions, Investment Strategies, Finance, IRAs, FINRA, Asset Management, Financial Advisory, Series 63, Alternative Investments, CRM, Financial Planners, Fixed Annuities, Life Insurance, Executive Pay, Portfolio Management, ERISA, Relationship Management, Uniform Combined State..., Succession Planning, Strategic Financial..., Insurance, Benefits Administration, Equities, Small Business
Education
University of Denver 2007 — 2011
BA, Law and Society
St. Mary's Academy
High School Diploma
University of Northern Colorado
Business Administration
Innovest Portfolio Solutions February 2015 - Present
EMPOWER Retirement December 2011 - February 2015
Strategies, LLC - Denver November 2009 - October 2011
Resnik Partners February 2009 - August 2009
Merrill Lynch July 2005 - 2008
INVESCO Retirement Plan Services March 2000 - July 2005
MetLife Retirement Group July 1996 - March 2000
INVESCO Retirement Plan Services March 1989 - July 1996
Skills
Mutual Funds, Retirement, Sales, 401k, Series 6, Defined Benefit, Series 7, Investments, Retirement Planning, Management, Defined Contribution, Wealth Management, Investment Advisory, Pensions, Asset Allocation, Investment Management, Financial Services, Leadership, Deferred Compensation, Employee Benefits, Retirement Plan..., Securities, Mergers & Acquisitions, Investment Strategies, Finance, IRAs, FINRA, Asset Management, Financial Advisory, Series 63, Alternative Investments, CRM, Financial Planners, Fixed Annuities, Life Insurance, Executive Pay, Portfolio Management, ERISA, Relationship Management, Uniform Combined State..., Succession Planning, Strategic Financial..., Insurance, Benefits Administration, Equities, Small Business
Education
University of Denver 2007 — 2011
BA, Law and Society
St. Mary's Academy
High School Diploma
University of Northern Colorado
Business Administration
Manny Jardim Manny Jardim's EMPOWER Retirement Experience February 2015 - Present
Job Retirement consultant at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement February 2015 - Present
Merrill Lynch February 2013 - February 2015
ING Investment Management May 2010 - March 2012
Pioneer Investments March 2012 - 2012
MetLife September 2008 - May 2010
Digital Federal Credit Union April 2007 - July 2008
Skills
Mutual Funds, Finance, Internal Audit, Series 7, Financial Services, Loans, Wealth Management, Series 63, Asset Allocation, Asset Management, Equities, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Securities, Investment Strategies
Education
Universidade Católica de Pernambuco 1994 — 1999
Business Administration, Finances, Economics
EMPOWER Retirement February 2015 - Present
Merrill Lynch February 2013 - February 2015
ING Investment Management May 2010 - March 2012
Pioneer Investments March 2012 - 2012
MetLife September 2008 - May 2010
Digital Federal Credit Union April 2007 - July 2008
Skills
Mutual Funds, Finance, Internal Audit, Series 7, Financial Services, Loans, Wealth Management, Series 63, Asset Allocation, Asset Management, Equities, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Securities, Investment Strategies
Education
Universidade Católica de Pernambuco 1994 — 1999
Business Administration, Finances, Economics
Bree (Stewart) Bailey Bree (Stewart) Bailey's EMPOWER Retirement Experience August 2014 - Present
Job Client Services Manager at EMPOWER Retirement
Industry Financial Services
Experience
Empower Retirement August 2014 - Present
Great-West Financial August 2014 - Present
Jackson December 2009 - March 2014
Jackson December 2007 - December 2009
Jackson September 2006 - November 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Series 6, Series 63, Life Insurance, Variable Annuities, Salesforce.com, Operations Management, Sales
Education
University of Colorado Boulder 2002 — 2006
Bachelor's degree, Communication, General
Empower Retirement August 2014 - Present
Great-West Financial August 2014 - Present
Jackson December 2009 - March 2014
Jackson December 2007 - December 2009
Jackson September 2006 - November 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Series 6, Series 63, Life Insurance, Variable Annuities, Salesforce.com, Operations Management, Sales
Education
University of Colorado Boulder 2002 — 2006
Bachelor's degree, Communication, General
Michael Ventura Michael Ventura's EMPOWER Retirement Experience April 2015 - Present
Job Assistant Manager, Participant Services at EMPOWER Retirement
Industry Computer Software
Experience
EMPOWER Retirement April 2015 - Present
Carbonite May 2012 - January 2015
Carbonite May 2011 - May 2012
Carbonite May 2010 - May 2011
Carbonite November 2009 - May 2010
West Marine April 2002 - November 2009
Skills
Management, CRM, Quality Assurance, Quality Auditing, Quality Management, Technical Training, Technical Support, Software Documentation, Call Centers, Team Management, Agile Methodologies, Cloud Computing, Process Improvement, Testing, Windows, Integration, SDLC, SaaS, JIRA, Software Project..., Training, Leadership, Microsoft Office, Troubleshooting, Team Leadership
Education
University of Massachusetts Lowell 2012 — 2017
Bachelor's Degree, Information Technology
EMPOWER Retirement April 2015 - Present
Carbonite May 2012 - January 2015
Carbonite May 2011 - May 2012
Carbonite May 2010 - May 2011
Carbonite November 2009 - May 2010
West Marine April 2002 - November 2009
Skills
Management, CRM, Quality Assurance, Quality Auditing, Quality Management, Technical Training, Technical Support, Software Documentation, Call Centers, Team Management, Agile Methodologies, Cloud Computing, Process Improvement, Testing, Windows, Integration, SDLC, SaaS, JIRA, Software Project..., Training, Leadership, Microsoft Office, Troubleshooting, Team Leadership
Education
University of Massachusetts Lowell 2012 — 2017
Bachelor's Degree, Information Technology
Troy Howk Troy Howk's EMPOWER Retirement Experience August 2003 - Present
Job Assistant Manager Compliance at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement August 2003 - Present
FBD Consulting, LLC 2000 - 2003
UMB Bank 1997 - 2000
Skills
10 Key, Excel, Microsoft Access, Account Reconciliation, Lotus Notes
Education
Central Missouri State University 1988 — 1993
Bachelor of Science in Business Administration, Finance
EMPOWER Retirement August 2003 - Present
FBD Consulting, LLC 2000 - 2003
UMB Bank 1997 - 2000
Skills
10 Key, Excel, Microsoft Access, Account Reconciliation, Lotus Notes
Education
Central Missouri State University 1988 — 1993
Bachelor of Science in Business Administration, Finance
Eric Micka Eric Micka's EMPOWER Retirement Experience September 2014 - Present
Job Learning Delivery Consultant, Retirement Solutions Group at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
J.P. Morgan Retirement Plan Services May 2011 - September 2014
J.P. Morgan Retirement Plan Services October 2010 - May 2011
J.P. Morgan Retirement Plan Services August 2007 - October 2010
J.P. Morgan Retirement Plan Services March 2006 - August 2007
Education
University of Colorado Boulder 1997 — 2001
Bachelor of Science, Broadcast Journalism
EMPOWER Retirement September 2014 - Present
J.P. Morgan Retirement Plan Services May 2011 - September 2014
J.P. Morgan Retirement Plan Services October 2010 - May 2011
J.P. Morgan Retirement Plan Services August 2007 - October 2010
J.P. Morgan Retirement Plan Services March 2006 - August 2007
Education
University of Colorado Boulder 1997 — 2001
Bachelor of Science, Broadcast Journalism
Judi Knott Judi Knott's EMPOWER Retirement Experience July 2015 - Present
Job Vice President, Head of Participant Communication at Empower Retirement
Industry Marketing and Advertising
Experience
Empower Retirement July 2015 - Present
CUNA Mutual Group April 2015 - June 2015
T. Rowe Price January 2011 - January 2015
T. Rowe Price January 2009 - January 2011
T. Rowe Price July 1999 - January 2009
Johns Hopkins HealthCare July 1998 - July 1999
LifeBridge Health July 1996 - July 1998
Skills
Audience Segmentation, Marketing Strategy, Team Leadership, Segmentation, Marketing Communications, Lead Generation, Marketing, Mutual Funds, Market Research, Business Strategy, Thought Leadership, Management, Public Relations, Integrated Marketing, Strategy, Leadership, Project Management, Investments, Strategic Planning
Education
University of Baltimore 1992 — 1999
MA & MBA, Communications Design & MBA
Wheeling Jesuit University 1985 — 1989
BA, Communications/Marketing
Empower Retirement July 2015 - Present
CUNA Mutual Group April 2015 - June 2015
T. Rowe Price January 2011 - January 2015
T. Rowe Price January 2009 - January 2011
T. Rowe Price July 1999 - January 2009
Johns Hopkins HealthCare July 1998 - July 1999
LifeBridge Health July 1996 - July 1998
Skills
Audience Segmentation, Marketing Strategy, Team Leadership, Segmentation, Marketing Communications, Lead Generation, Marketing, Mutual Funds, Market Research, Business Strategy, Thought Leadership, Management, Public Relations, Integrated Marketing, Strategy, Leadership, Project Management, Investments, Strategic Planning
Education
University of Baltimore 1992 — 1999
MA & MBA, Communications Design & MBA
Wheeling Jesuit University 1985 — 1989
BA, Communications/Marketing
Jeff Boschen Jeff Boschen's EMPOWER Retirement Experience September 2014 - Present
Job Vice President at Empower Retirement
Industry Financial Services
Experience
Empower Retirement September 2014 - Present
J.P. Morgan June 2013 - September 2014
Mercer Outsourcing 2005 - June 2013
Putnam Investments 1993 - 2005
Skills
Defined Benefit, Employee Benefits, Benefits Administration, Retirement, Pensions, 401k, Change Management, Deferred Compensation, ERISA, Executive Pay, HRIS, Outsourcing, Pension Administration, Vendor Management
Education
University of New Hampshire 1988 — 1992
Empower Retirement September 2014 - Present
J.P. Morgan June 2013 - September 2014
Mercer Outsourcing 2005 - June 2013
Putnam Investments 1993 - 2005
Skills
Defined Benefit, Employee Benefits, Benefits Administration, Retirement, Pensions, 401k, Change Management, Deferred Compensation, ERISA, Executive Pay, HRIS, Outsourcing, Pension Administration, Vendor Management
Education
University of New Hampshire 1988 — 1992
Ashley Torgerson Ashley Torgerson's EMPOWER Retirement Experience August 2013 - Present
Job Team Coordinator at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement August 2013 - Present
Dam West HOA February 2013 - Present
J.P. Morgan July 2011 - August 2013
Northwestern Mutual September 2010 - August 2011
Quality Auto Sound May 2000 - August 2010
Pudge Brothers Pizza August 1994 - August 1998
Skills
Series 7, Business Development, Employee Benefits, Outlook, Retail, Cold Calling, Business Analysis, Marketing Strategy, Small Business, Retirement Planning, Team Leadership, Financial Services, Management, Retirement, Recruiting, Financial Analysis, Investments, Finance, Series 63, Payroll, Leadership, Life Insurance, Mutual Funds, Data Analysis, Coaching, Budgets, Fixed Annuities, Customer Service, Process Improvement, Human Resources, Public Speaking, Health Insurance, Strategic Planning, Strategic Financial..., New Business Development, Microsoft Office, Asset Allocation, Time Management, Sales Management, Marketing, Asset Management, Microsoft Excel, Sales, Disability Insurance, Estate Planning, Microsoft Word, Risk Management, IRAs, Training, Relationship Management
Education
University of Northern Colorado 1999 — 2007
B.A., sociology
Hinkley High School 1994 — 1999
General Education
EMPOWER Retirement August 2013 - Present
Dam West HOA February 2013 - Present
J.P. Morgan July 2011 - August 2013
Northwestern Mutual September 2010 - August 2011
Quality Auto Sound May 2000 - August 2010
Pudge Brothers Pizza August 1994 - August 1998
Skills
Series 7, Business Development, Employee Benefits, Outlook, Retail, Cold Calling, Business Analysis, Marketing Strategy, Small Business, Retirement Planning, Team Leadership, Financial Services, Management, Retirement, Recruiting, Financial Analysis, Investments, Finance, Series 63, Payroll, Leadership, Life Insurance, Mutual Funds, Data Analysis, Coaching, Budgets, Fixed Annuities, Customer Service, Process Improvement, Human Resources, Public Speaking, Health Insurance, Strategic Planning, Strategic Financial..., New Business Development, Microsoft Office, Asset Allocation, Time Management, Sales Management, Marketing, Asset Management, Microsoft Excel, Sales, Disability Insurance, Estate Planning, Microsoft Word, Risk Management, IRAs, Training, Relationship Management
Education
University of Northern Colorado 1999 — 2007
B.A., sociology
Hinkley High School 1994 — 1999
General Education
Scott Waite Scott Waite's EMPOWER Retirement Experience February 2011 - Present
Job Regional Sales Director at EMPOWER RETIREMENT
Industry Financial Services
Experience
EMPOWER Retirement February 2011 - Present
John Hancock April 1997 - February 2011
Skills
Retirement Plan..., Mutual Funds, 401k, Retirement, Retirement Planning, Series 63, Series 7, Investments, Asset Allocation, Wealth Management, Financial Services, Series 6, Fixed Annuities
Education
Towson University 1982 — 1986
bs, business
EMPOWER Retirement February 2011 - Present
John Hancock April 1997 - February 2011
Skills
Retirement Plan..., Mutual Funds, 401k, Retirement, Retirement Planning, Series 63, Series 7, Investments, Asset Allocation, Wealth Management, Financial Services, Series 6, Fixed Annuities
Education
Towson University 1982 — 1986
bs, business
Tom Smyth Tom Smyth's EMPOWER Retirement Experience January 2015 - Present
Job Relationship Manager at Empower
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Vanguard February 2000 - January 2015
Merrill Lynch July 1994 - February 2000
Skills
Qualified Retirement..., Defined Contribution, Mutual Funds, Series 63, Investments, 401k, Retirement, Relationship Management, Series 6
Education
Temple University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Father Judge High School 1984 — 1988
EMPOWER Retirement January 2015 - Present
Vanguard February 2000 - January 2015
Merrill Lynch July 1994 - February 2000
Skills
Qualified Retirement..., Defined Contribution, Mutual Funds, Series 63, Investments, 401k, Retirement, Relationship Management, Series 6
Education
Temple University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Father Judge High School 1984 — 1988
William Falk's EMPOWER Retirement Experience December 2014 - Present
Job Retirement Education Counselor at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement December 2014 - Present
JPMorgan Chase February 2013 - Present
JPMorgan Chase October 2010 - February 2013
Smiles Change Lives June 2010 - September 2010
Skills
Relationship Management, Strongly self-motivated, Highly detail oriented, Result Oriented, 401k, Strategic IT Management, Teamwork, Negotiation, Conflict Resolution, Business Relationship..., Proactive self-starter, Multi Tasking, FINRA, 401k Rollovers, Marketing Strategy
Education
University of Kansas 2012 — 2014
Master of Business Administration (M.B.A.), Strategic Management / International Business
Washburn University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
EMPOWER Retirement December 2014 - Present
JPMorgan Chase February 2013 - Present
JPMorgan Chase October 2010 - February 2013
Smiles Change Lives June 2010 - September 2010
Skills
Relationship Management, Strongly self-motivated, Highly detail oriented, Result Oriented, 401k, Strategic IT Management, Teamwork, Negotiation, Conflict Resolution, Business Relationship..., Proactive self-starter, Multi Tasking, FINRA, 401k Rollovers, Marketing Strategy
Education
University of Kansas 2012 — 2014
Master of Business Administration (M.B.A.), Strategic Management / International Business
Washburn University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Ed Fuentes Ed Fuentes's EMPOWER Retirement Experience August 2008 - Present
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement August 2008 - Present
Lincoln Financial Group August 2007 - August 2008
Principal Financial Group June 2006 - August 2007
MetLife 1998 - 2006
Fidelity Investments 1993 - 1998
Skills
401k, Retirement Plan..., Series 6, Retirement, Retirement Planning, ERISA, Series 63, Mutual Funds, Series 7, Defined Benefit, Qualified Retirement..., Defined Contribution, Employee Benefits, Pensions, Uniform Combined State..., Asset Allocation, Fiduciary, Fixed Annuities, Series 65, FINRA, series 66, Profit Sharing
Education
Texas Tech University
Bachelor of Science (BS), Finance, General
EMPOWER Retirement August 2008 - Present
Lincoln Financial Group August 2007 - August 2008
Principal Financial Group June 2006 - August 2007
MetLife 1998 - 2006
Fidelity Investments 1993 - 1998
Skills
401k, Retirement Plan..., Series 6, Retirement, Retirement Planning, ERISA, Series 63, Mutual Funds, Series 7, Defined Benefit, Qualified Retirement..., Defined Contribution, Employee Benefits, Pensions, Uniform Combined State..., Asset Allocation, Fiduciary, Fixed Annuities, Series 65, FINRA, series 66, Profit Sharing
Education
Texas Tech University
Bachelor of Science (BS), Finance, General
David R. Bell David R. Bell's EMPOWER Retirement Experience 2014 - Present
Job Key Account Director
Industry Financial Services
Experience
Empower Retirement 2014 - Present
J.P. Morgan Asset Managment 2010 - 2014
Education
The Johns Hopkins University - Carey Business School 1995 — 2000
MBA
Empower Retirement 2014 - Present
J.P. Morgan Asset Managment 2010 - 2014
Education
The Johns Hopkins University - Carey Business School 1995 — 2000
MBA
Christopher Selle Christopher Selle's EMPOWER Retirement Experience April 2015 - Present
Job Business process analyst
Industry Financial Services
Experience
EMPOWER Retirement April 2015 - Present
EMPOWER Retirement September 2014 - April 2015
J.P. Morgan March 2014 - September 2014
UMB Bank August 2013 - March 2014
State Farm Insurance April 2012 - June 2013
Perception and Cognition Lab, University of Missouri August 2010 - May 2011
Skills
Customer Service, Microsoft Office, Finance, Financial Analysis, Banking
Education
University of Missouri-Kansas City 2015 — 2016
Master of science, Finance - investment analysts track
University of Missouri-Columbia 2010 — 2011
Bachelor of Arts, Psychology
University of Missouri-Columbia 2005 — 2008
Bachelor of Science, Business Administration; Finance
Universidad d' Alicante 2007 — 2007
study; Spanish and Economics of European Union
EMPOWER Retirement April 2015 - Present
EMPOWER Retirement September 2014 - April 2015
J.P. Morgan March 2014 - September 2014
UMB Bank August 2013 - March 2014
State Farm Insurance April 2012 - June 2013
Perception and Cognition Lab, University of Missouri August 2010 - May 2011
Skills
Customer Service, Microsoft Office, Finance, Financial Analysis, Banking
Education
University of Missouri-Kansas City 2015 — 2016
Master of science, Finance - investment analysts track
University of Missouri-Columbia 2010 — 2011
Bachelor of Arts, Psychology
University of Missouri-Columbia 2005 — 2008
Bachelor of Science, Business Administration; Finance
Universidad d' Alicante 2007 — 2007
study; Spanish and Economics of European Union
Bruce Simpsen Bruce Simpsen's EMPOWER Retirement Experience January 2010 - Present
Job 401(k) Relationship Manager Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2010 - Present
Clark Consulting July 2009 - January 2010
ADP Retirement Services June 2008 - May 2009
American Beacon Advisors May 2006 - May 2008
Milliman, Inc. November 1995 - April 2006
Skills
Retirement, Retirement Planning, New Business Development, Defined Contribution, 401k, Investments, Forecasting, CRM, Financial Advisory, Mutual Funds, Series 63, Asset Allocation, Series 6, Retirement Plan...
Education
The University of Texas at Austin 1990 — 1993
EMPOWER Retirement January 2010 - Present
Clark Consulting July 2009 - January 2010
ADP Retirement Services June 2008 - May 2009
American Beacon Advisors May 2006 - May 2008
Milliman, Inc. November 1995 - April 2006
Skills
Retirement, Retirement Planning, New Business Development, Defined Contribution, 401k, Investments, Forecasting, CRM, Financial Advisory, Mutual Funds, Series 63, Asset Allocation, Series 6, Retirement Plan...
Education
The University of Texas at Austin 1990 — 1993
Dan Donegan's EMPOWER Retirement Experience February 2007 - May 2015
Job Education Consultant at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. June 2015 - Present
EMPOWER Retirement February 2007 - May 2015
Skills
Portfolio Management, ALM, Financial Regulation, Securities, Pensions, Loans, Analysis, Fixed Income, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Asset Managment, Financial Analysis, Strategic Financial..., Series 7, Series 63, Series 65, Series 24, Financial Advisory, Bonds, Financial Services, 401k, Asset Management
Education
The University of Kansas 1987 — 1991
Bachelor of Science, Business Administration
Rockhurst High School 1984 — 1987
Creative Planning Inc. June 2015 - Present
EMPOWER Retirement February 2007 - May 2015
Skills
Portfolio Management, ALM, Financial Regulation, Securities, Pensions, Loans, Analysis, Fixed Income, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Asset Managment, Financial Analysis, Strategic Financial..., Series 7, Series 63, Series 65, Series 24, Financial Advisory, Bonds, Financial Services, 401k, Asset Management
Education
The University of Kansas 1987 — 1991
Bachelor of Science, Business Administration
Rockhurst High School 1984 — 1987
Tracy Tierney-Clifford Tracy Tierney-Clifford's EMPOWER Retirement Experience September 2015 - Present
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
Empower Retirement September 2015 - Present
New York Life Retirement Services May 2009 - September 2015
MassMutual November 2007 - April 2009
Putnam Investments August 2000 - November 2007
Skills
401k, Insurance, Relationship Management, Retirement, Mutual Funds, Series 63, Series 7, Retirement Planning, Series 6, Defined Benefit, Fixed Annuities, Investments, CRM, Pensions, ERISA, Financial Services, Employee Benefits, FINRA
Education
Suffolk University 1990 — 1994
BA, criminal justice
Empower Retirement September 2015 - Present
New York Life Retirement Services May 2009 - September 2015
MassMutual November 2007 - April 2009
Putnam Investments August 2000 - November 2007
Skills
401k, Insurance, Relationship Management, Retirement, Mutual Funds, Series 63, Series 7, Retirement Planning, Series 6, Defined Benefit, Fixed Annuities, Investments, CRM, Pensions, ERISA, Financial Services, Employee Benefits, FINRA
Education
Suffolk University 1990 — 1994
BA, criminal justice
Michele Cilurzo Michele Cilurzo's EMPOWER Retirement Experience September 2015 - Present
Job Client Relationship Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2015 - Present
Transamerica Retirement Solutions February 2011 - September 2015
Edward Jones September 2008 - February 2011
ADP Retirement Services June 2006 - April 2008
Fidelity Investments April 2003 - June 2006
Fidelity Investments April 1997 - April 2003
Heritage Trust Company Pittsburgh, PA 1994 - 1995
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Defined Benefit, Series 6, Pensions, Investments, ERISA, Asset Allocation, Investment Advisory, Retirement Plan..., Profit Sharing, Securities, Relationship Management, Financial Advisory, Fixed Annuities, Financial Services, FINRA, Defined Contribution, Qualified Retirement...
Education
Syracuse University 1983 — 1987
BA, Economis
Our Lady of Mercy High School 1981 — 1983
High School Diploma
EMPOWER Retirement September 2015 - Present
Transamerica Retirement Solutions February 2011 - September 2015
Edward Jones September 2008 - February 2011
ADP Retirement Services June 2006 - April 2008
Fidelity Investments April 2003 - June 2006
Fidelity Investments April 1997 - April 2003
Heritage Trust Company Pittsburgh, PA 1994 - 1995
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Defined Benefit, Series 6, Pensions, Investments, ERISA, Asset Allocation, Investment Advisory, Retirement Plan..., Profit Sharing, Securities, Relationship Management, Financial Advisory, Fixed Annuities, Financial Services, FINRA, Defined Contribution, Qualified Retirement...
Education
Syracuse University 1983 — 1987
BA, Economis
Our Lady of Mercy High School 1981 — 1983
High School Diploma
Dan Maddock's EMPOWER Retirement Experience March 2015 - Present
Job Senior Investment Analyst, Empower Retirement
Industry Investment Management
Experience
EMPOWER Retirement March 2015 - Present
EMPOWER Retirement July 2012 - March 2015
Advised Assets Group, LLC November 2011 - July 2012
Advised Assets Group, LLC July 2006 - November 2011
Advised Assets Group, LLC June 2005 - June 2006
EMPOWER Retirement January 2000 - May 2005
EMPOWER Retirement January 1998 - January 2000
EMPOWER Retirement March 1997 - January 1998
Skills
Mutual Funds, Series 63, Investments, Series 7, 401k, Asset Allocation, Retirement, Retirement Planning, Investment Strategies, Retirement Plan..., Securities, Investment Advisory, Portfolio Management, Asset Managment, Pensions, Fixed Annuities, Asset Management, Alternative Investments, Financial Services, Equities, FINRA, Financial Markets, Defined Contribution, Bloomberg, Investment Management, Finance, Fixed Income, Hedge Funds, Financial Advisory, Uniform Combined State..., Equity Research, Analysis, Defined Benefit, Capital Markets, Derivatives, Risk Management, Qualified Retirement..., Life Insurance, Separately Managed..., Financial Analysis, Relationship Management, Series 65, Financial Modeling, Series 24, ETFs, 403 b, ERISA
Education
University of Colorado Denver 2004 — 2008
MBA, Investment Management
Colorado College 1991 — 1995
Bachelor of Arts, Economics & Business
Grand Forks Central High School 1988 — 1991
General Studies, General Studies
EMPOWER Retirement March 2015 - Present
EMPOWER Retirement July 2012 - March 2015
Advised Assets Group, LLC November 2011 - July 2012
Advised Assets Group, LLC July 2006 - November 2011
Advised Assets Group, LLC June 2005 - June 2006
EMPOWER Retirement January 2000 - May 2005
EMPOWER Retirement January 1998 - January 2000
EMPOWER Retirement March 1997 - January 1998
Skills
Mutual Funds, Series 63, Investments, Series 7, 401k, Asset Allocation, Retirement, Retirement Planning, Investment Strategies, Retirement Plan..., Securities, Investment Advisory, Portfolio Management, Asset Managment, Pensions, Fixed Annuities, Asset Management, Alternative Investments, Financial Services, Equities, FINRA, Financial Markets, Defined Contribution, Bloomberg, Investment Management, Finance, Fixed Income, Hedge Funds, Financial Advisory, Uniform Combined State..., Equity Research, Analysis, Defined Benefit, Capital Markets, Derivatives, Risk Management, Qualified Retirement..., Life Insurance, Separately Managed..., Financial Analysis, Relationship Management, Series 65, Financial Modeling, Series 24, ETFs, 403 b, ERISA
Education
University of Colorado Denver 2004 — 2008
MBA, Investment Management
Colorado College 1991 — 1995
Bachelor of Arts, Economics & Business
Grand Forks Central High School 1988 — 1991
General Studies, General Studies
Jennifer Michels's EMPOWER Retirement Experience September 2014 - Present
Job Sr. Manager, Implementation Empower Retirement
Industry Investment Management
Experience
Empower Retirement September 2014 - Present
J.P. Morgan June 2013 - September 2014
Prudential Financial February 2009 - June 2013
Prudential Financial February 2004 - February 2009
CIGNA Retirement & Investment Services October 1997 - February 2004
CIGNA Retirement & Investment Services October 1997 - February 2004
CIGNA Retirement & Investment Services October 1997 - February 2004
CIGNA Retirement & Investment Services October 1997 - February 2004
Skills
Retirement, Series 6, Defined Contribution, Relationship Management, 401k, Operations Management, FINRA Supervisory..., Strategy, Employee Benefits, Financial Services, Process Improvement, CRM, Leadership, Management, Project Management
Education
University of Phoenix 2007 — 2010
Bachelor's Degree, Business Management
Northeast Iowa Community College 1994 — 1996
Associate's Degree, Marketing/Marketing Management, General
Empower Retirement September 2014 - Present
J.P. Morgan June 2013 - September 2014
Prudential Financial February 2009 - June 2013
Prudential Financial February 2004 - February 2009
CIGNA Retirement & Investment Services October 1997 - February 2004
CIGNA Retirement & Investment Services October 1997 - February 2004
CIGNA Retirement & Investment Services October 1997 - February 2004
CIGNA Retirement & Investment Services October 1997 - February 2004
Skills
Retirement, Series 6, Defined Contribution, Relationship Management, 401k, Operations Management, FINRA Supervisory..., Strategy, Employee Benefits, Financial Services, Process Improvement, CRM, Leadership, Management, Project Management
Education
University of Phoenix 2007 — 2010
Bachelor's Degree, Business Management
Northeast Iowa Community College 1994 — 1996
Associate's Degree, Marketing/Marketing Management, General
Iris Ward Iris Ward's EMPOWER Retirement Experience May 2015 - Present
Job AVP, Communications, Government Market
Industry Financial Services
Experience
EMPOWER Retirement May 2015 - Present
UnitedHealthcare May 2011 - April 2015
ING Financial Services October 1980 - May 2011
Skills
Relationship Management, Marketing Strategy, Insurance, Financial Services, Account Management, Marketing Communications, CRM, Strategy, Marketing, Leadership, Business Development, Strategic Planning, Business Analysis, Investments, Management
Education
University of Connecticut 1976 — 1980
EMPOWER Retirement May 2015 - Present
UnitedHealthcare May 2011 - April 2015
ING Financial Services October 1980 - May 2011
Skills
Relationship Management, Marketing Strategy, Insurance, Financial Services, Account Management, Marketing Communications, CRM, Strategy, Marketing, Leadership, Business Development, Strategic Planning, Business Analysis, Investments, Management
Education
University of Connecticut 1976 — 1980
Simeon McGrath Simeon McGrath's EMPOWER Retirement Experience April 2014 - Present
Job Internal Wholesaler at Transamerica
Industry Financial Services
Experience
Transamerica May 2015 - Present
EMPOWER Retirement April 2014 - Present
EMPOWER Retirement March 2012 - April 2014
EMPOWER Retirement August 2010 - March 2012
EMPOWER Retirement August 2010 - March 2012
Skills
Customer Service, Financial Analysis, Financial Services, Insurance, Management, Leadership, Investments, Mutual Funds, Sales, 401k, Microsoft Office
Education
University of Colorado Denver
Transamerica May 2015 - Present
EMPOWER Retirement April 2014 - Present
EMPOWER Retirement March 2012 - April 2014
EMPOWER Retirement August 2010 - March 2012
EMPOWER Retirement August 2010 - March 2012
Skills
Customer Service, Financial Analysis, Financial Services, Insurance, Management, Leadership, Investments, Mutual Funds, Sales, 401k, Microsoft Office
Education
University of Colorado Denver
Nicholas Crowley's EMPOWER Retirement Experience June 2015 - Present
Job Retirement Representative at Empower Retirement
Industry Public Relations and Communications
Experience
Empower Retirement June 2015 - Present
WUML, Lowell Radio September 2011 - Present
Greater Lowell Community Foundation January 2015 - May 2015
UML Connector September 2014 - May 2015
ResTec September 2013 - May 2015
Howl Magazine 2015 - 2015
Whistler House Museum Of Art October 2014 - December 2014
Skills
Radio, Radio Host, Music Industry, DJ, Social Media, Social Media Marketing, Copywriting, Adobe Photoshop, HTML5, CSS, Adobe InDesign, Video Editing, Adobe Final Cut Pro, Adobe After Effects, Radio Broadcasting, Promotions, Public Relations, Entertainment, Event Planning, Music, Event Management, Live Sound, Sound, Recording, Radio Producing, Press Releases, Microsoft Office, Advertising, Writing, Broadcast, Editing, Journalism, Facebook, Digital Media, Microsoft Excel, Social Networking, Radio Promotions
Education
University of Massachusetts at Lowell 2011 — 2015
Bachelor of Arts (B.A.), Journalism & Professional Writing
Empower Retirement June 2015 - Present
WUML, Lowell Radio September 2011 - Present
Greater Lowell Community Foundation January 2015 - May 2015
UML Connector September 2014 - May 2015
ResTec September 2013 - May 2015
Howl Magazine 2015 - 2015
Whistler House Museum Of Art October 2014 - December 2014
Skills
Radio, Radio Host, Music Industry, DJ, Social Media, Social Media Marketing, Copywriting, Adobe Photoshop, HTML5, CSS, Adobe InDesign, Video Editing, Adobe Final Cut Pro, Adobe After Effects, Radio Broadcasting, Promotions, Public Relations, Entertainment, Event Planning, Music, Event Management, Live Sound, Sound, Recording, Radio Producing, Press Releases, Microsoft Office, Advertising, Writing, Broadcast, Editing, Journalism, Facebook, Digital Media, Microsoft Excel, Social Networking, Radio Promotions
Education
University of Massachusetts at Lowell 2011 — 2015
Bachelor of Arts (B.A.), Journalism & Professional Writing
Rebecca Hatch's EMPOWER Retirement Experience April 2011 - Present
Job Client Service Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement April 2011 - Present
Mercer 2007 - April 2011
Financial Engines February 2007 - November 2007
ADP March 2005 - February 2007
Putnam Investments January 1997 - March 2005
Skills
401k, Salesforce.com, Defined Contribution, Account Management, Financial Services, Employee Benefits, Call Center, Retirement, Customer Service, Retirement Planning, Microsoft Excel, Management, Client Services
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
EMPOWER Retirement April 2011 - Present
Mercer 2007 - April 2011
Financial Engines February 2007 - November 2007
ADP March 2005 - February 2007
Putnam Investments January 1997 - March 2005
Skills
401k, Salesforce.com, Defined Contribution, Account Management, Financial Services, Employee Benefits, Call Center, Retirement, Customer Service, Retirement Planning, Microsoft Excel, Management, Client Services
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
David Gruen David Gruen's EMPOWER Retirement Experience September 2014 - Present
Job Retirement Specialist
Industry Financial Services
Experience
Great-West Financial September 2014 - Present
EMPOWER Retirement September 2014 - Present
Aramark May 2014 - September 2014
Community College of Denver February 2012 - August 2014
University of Colorado Health Sciences May 2008 - September 2008
Anchorblue November 2005 - September 2008
Skills
Higher Education, Management, Research, International Education, Student Affairs, Spanish, Tutoring, Academic Tutoring, Public Speaking, Statistics, Microsoft Office, International Finance, International Business, Currency Exchange, Microsoft Excel, PowerPoint, Leadership, Data Analysis, Customer Service, Finance, Microsoft Word, Access
Education
University of Colorado Denver 2012 — 2013
Master's of Science, International Business
Daniels College of Business, University of DenverClass of 2011 2007 — 2011
BSBA, International Business
University College Cork 2009 — 2009
Great-West Financial September 2014 - Present
EMPOWER Retirement September 2014 - Present
Aramark May 2014 - September 2014
Community College of Denver February 2012 - August 2014
University of Colorado Health Sciences May 2008 - September 2008
Anchorblue November 2005 - September 2008
Skills
Higher Education, Management, Research, International Education, Student Affairs, Spanish, Tutoring, Academic Tutoring, Public Speaking, Statistics, Microsoft Office, International Finance, International Business, Currency Exchange, Microsoft Excel, PowerPoint, Leadership, Data Analysis, Customer Service, Finance, Microsoft Word, Access
Education
University of Colorado Denver 2012 — 2013
Master's of Science, International Business
Daniels College of Business, University of DenverClass of 2011 2007 — 2011
BSBA, International Business
University College Cork 2009 — 2009
Seth Sherman's EMPOWER Retirement Experience August 1995 - April 2015
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2015 - Present
EMPOWER Retirement August 1995 - April 2015
Great-West Retirement Services August 1995 - October 2014
MetLife September 1995 - 2006
general american September 1995 - 1999
Skills
Series 7, Sales Operations, Defined Contribution, Mutual Funds, Retirement, Profit Sharing, Business Development, Series 63, Series 6, Competitive Analysis, Retirement Planning, Retirement Plan..., Sales Presentations, 401k, Sales, Fiduciary, Business Planning
Education
University of Central Florida 1988 — 1992
BS
Transamerica Retirement Solutions April 2015 - Present
EMPOWER Retirement August 1995 - April 2015
Great-West Retirement Services August 1995 - October 2014
MetLife September 1995 - 2006
general american September 1995 - 1999
Skills
Series 7, Sales Operations, Defined Contribution, Mutual Funds, Retirement, Profit Sharing, Business Development, Series 63, Series 6, Competitive Analysis, Retirement Planning, Retirement Plan..., Sales Presentations, 401k, Sales, Fiduciary, Business Planning
Education
University of Central Florida 1988 — 1992
BS
Jason Gould's EMPOWER Retirement Experience February 2011 - Present
Job Relationship Manager at EMPOWER Retirement
Industry Investment Management
Experience
EMPOWER Retirement February 2011 - Present
SimCo Strategic Benefit Partners June 2010 - February 2011
Paychex July 2007 - June 2010
Gabelli Asset Management January 2006 - July 2007
Merrill Lynch July 2005 - January 2006
Skills
Series 7, Investments, 401k, Series 66, Mutual Funds, Employee Benefits, Series 63, Uniform Combined State..., Retirement, Series 6, CRM, Disability Insurance, Pensions, Fixed Annuities, Defined Benefit, Retirement Planning
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance
EMPOWER Retirement February 2011 - Present
SimCo Strategic Benefit Partners June 2010 - February 2011
Paychex July 2007 - June 2010
Gabelli Asset Management January 2006 - July 2007
Merrill Lynch July 2005 - January 2006
Skills
Series 7, Investments, 401k, Series 66, Mutual Funds, Employee Benefits, Series 63, Uniform Combined State..., Retirement, Series 6, CRM, Disability Insurance, Pensions, Fixed Annuities, Defined Benefit, Retirement Planning
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance
David Test, CEBS®, CFP®, RICP® David Test, CEBS®, CFP®, RICP®'s EMPOWER Retirement Experience 1992 - 1997
Job Retirement Plan Specialist/Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2008 - Present
MassMutual Financial Group 2007 - 2008
The Hartford 1997 - 2007
EMPOWER Retirement 1992 - 1997
Southwestern Advantage June 1987 - August 1989
Education
University of Pennsylvania - The Wharton School 2002 — 2003
CEBS, RPA
Texas Tech University - Rawls College of Business 1984 — 1989
BBA
Northwestern Mutual 2008 - Present
MassMutual Financial Group 2007 - 2008
The Hartford 1997 - 2007
EMPOWER Retirement 1992 - 1997
Southwestern Advantage June 1987 - August 1989
Education
University of Pennsylvania - The Wharton School 2002 — 2003
CEBS, RPA
Texas Tech University - Rawls College of Business 1984 — 1989
BBA
Nick Whitcraft Nick Whitcraft's EMPOWER Retirement Experience April 2013 - Present
Job Internal Sales Director 401(k)
Industry Financial Services
Experience
EMPOWER Retirement April 2013 - Present
Monument Hill Country Club August 2012 - March 2013
Marriott International April 2012 - August 2012
Marriott International June 2011 - April 2012
Lone Tree Golf Course May 2008 - August 2010
Arapahoe High School April 2008 - September 2008
Skills
Microsoft Office, Goal Oriented, Leadership, Organization, Customer Service, Teamwork, Self-starter, Self Management, Motivated, Financial Analysis, Customer Satisfaction, Advertising, Sports Marketing, Time Management
Education
University of Northern Colorado 2008 — 2011
Bachelor of Science (BS), Business Administration/Marketing
Arapahoe High School 2004 — 2007
EMPOWER Retirement April 2013 - Present
Monument Hill Country Club August 2012 - March 2013
Marriott International April 2012 - August 2012
Marriott International June 2011 - April 2012
Lone Tree Golf Course May 2008 - August 2010
Arapahoe High School April 2008 - September 2008
Skills
Microsoft Office, Goal Oriented, Leadership, Organization, Customer Service, Teamwork, Self-starter, Self Management, Motivated, Financial Analysis, Customer Satisfaction, Advertising, Sports Marketing, Time Management
Education
University of Northern Colorado 2008 — 2011
Bachelor of Science (BS), Business Administration/Marketing
Arapahoe High School 2004 — 2007
Heather Simmons's EMPOWER Retirement Experience May 2014 - Present
Job Communications Strategist at EMPOWER Retirement
Industry Marketing and Advertising
Experience
EMPOWER Retirement May 2014 - Present
Skills
Strategic Planning, Negotiation, Editing, Copywriting, Retirement, Campaign Concepting, Campaign Strategies, Retirement Benefits, Qualified Retirement..., Series 6, Series 63, Behavioral Science, Budgets, Microsoft Office, Branding Consultancy, PowerPoint, Relationship Management, Research, Photoshop, Public Speaking, Microsoft Excel, Microsoft Word, Teaching, Windows, English, Creative Writing, Sarbanes-Oxley Act, Manage Client..., Case Studies, Non-Qualified Deferred..., Financial Services, Marketing Communications, Communication Skills, Series 26, Defined Contribution, Defined Benefit, Communication
Education
Central Missouri State University 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Public Relations, Advertising, and Applied Communication
EMPOWER Retirement May 2014 - Present
Skills
Strategic Planning, Negotiation, Editing, Copywriting, Retirement, Campaign Concepting, Campaign Strategies, Retirement Benefits, Qualified Retirement..., Series 6, Series 63, Behavioral Science, Budgets, Microsoft Office, Branding Consultancy, PowerPoint, Relationship Management, Research, Photoshop, Public Speaking, Microsoft Excel, Microsoft Word, Teaching, Windows, English, Creative Writing, Sarbanes-Oxley Act, Manage Client..., Case Studies, Non-Qualified Deferred..., Financial Services, Marketing Communications, Communication Skills, Series 26, Defined Contribution, Defined Benefit, Communication
Education
Central Missouri State University 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Public Relations, Advertising, and Applied Communication
Korey Nissen's EMPOWER Retirement Experience January 2015 - Present
Job Retirement Plan Counselor at EMPOWER Retirement
Industry Marketing and Advertising
Experience
EMPOWER Retirement January 2015 - Present
AXA Advisors April 2013 - January 2015
Self-employed January 2010 - April 2013
Nissen Family May 2004 - April 2013
Bonis Finance Development May 2002 - May 2004
Butler Machinery May 1998 - August 2002
Interstate Companies, Inc. June 1994 - April 1998
Skills
Customer-focused, Presenter, Communicaitons, Relationship Enhancement, Catering, Industrial Markets, Keen Listener, Parent-child..., Marketing, PowerPoint, Specing, Service Contract, Service Management, Insurance Training, Strategy, Sales, Customer Service
Education
The University of North Dakota 1986 — 1990
Bachelor's Degree, Marketing & Professional Training
Fargo South High
Fargo South High
EMPOWER Retirement January 2015 - Present
AXA Advisors April 2013 - January 2015
Self-employed January 2010 - April 2013
Nissen Family May 2004 - April 2013
Bonis Finance Development May 2002 - May 2004
Butler Machinery May 1998 - August 2002
Interstate Companies, Inc. June 1994 - April 1998
Skills
Customer-focused, Presenter, Communicaitons, Relationship Enhancement, Catering, Industrial Markets, Keen Listener, Parent-child..., Marketing, PowerPoint, Specing, Service Contract, Service Management, Insurance Training, Strategy, Sales, Customer Service
Education
The University of North Dakota 1986 — 1990
Bachelor's Degree, Marketing & Professional Training
Fargo South High
Fargo South High
Peter Ossian, MBA Peter Ossian, MBA's EMPOWER Retirement Experience June 2011 - Present
Job Account Manager Government Markets at GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement June 2011 - Present
Bank of the West February 2008 - April 2011
Wells Fargo May 2002 - February 2008
Charles Schwab May 1997 - November 2001
Skills
Loans, Relationship Management, Credit, Investments, Credit Analysis, Portfolio Management, Banking, Small Business Lending, Retail Banking, Financial Analysis, Mortgage Lending, Commercial Lending, Business Development, Team Building
Education
University of Colorado at Denver 2012 — 2014
Masters of Business Administration, Finance
Colorado State University
Business Administration, Business Administration
University of Minnesota-Twin Cities
Economics Statistics
EMPOWER Retirement June 2011 - Present
Bank of the West February 2008 - April 2011
Wells Fargo May 2002 - February 2008
Charles Schwab May 1997 - November 2001
Skills
Loans, Relationship Management, Credit, Investments, Credit Analysis, Portfolio Management, Banking, Small Business Lending, Retail Banking, Financial Analysis, Mortgage Lending, Commercial Lending, Business Development, Team Building
Education
University of Colorado at Denver 2012 — 2014
Masters of Business Administration, Finance
Colorado State University
Business Administration, Business Administration
University of Minnesota-Twin Cities
Economics Statistics
Gerald Krist Gerald Krist's EMPOWER Retirement Experience February 2014 - Present
Job Plan Services Account Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement February 2014 - Present
The Prudential Insurance Company of America January 2014 - February 2014
Audi North Shore October 2013 - December 2013
The Prudential Insurance Company of America, Newark NJ June 2011 - October 2013
American TV November 2004 - June 2011
American TV November 2004 - February 2011
Outback Steakhouse May 1996 - May 2004
US Navy July 1987 - July 1997
Skills
Sales, Recruiting, Customer Service, Training, Management, Employee Training, Marketing, Advertising, Merchandising, Payroll, Insurance, Employee Benefits, Hiring, Customer Satisfaction, Sales Management, Profit, Account Management, Team Building, Cold Calling, Selling, Retail, Leadership, Customer Retention, Inventory Management, Visual Merchandising, Coaching, Time Management, Direct Sales, Sales Process, Budgets, Pricing, Forecasting
Education
University of Illinois at Urbana-Champaign 1990 — 1992
Boylan High School 1983 — 1987
High School
EMPOWER Retirement February 2014 - Present
The Prudential Insurance Company of America January 2014 - February 2014
Audi North Shore October 2013 - December 2013
The Prudential Insurance Company of America, Newark NJ June 2011 - October 2013
American TV November 2004 - June 2011
American TV November 2004 - February 2011
Outback Steakhouse May 1996 - May 2004
US Navy July 1987 - July 1997
Skills
Sales, Recruiting, Customer Service, Training, Management, Employee Training, Marketing, Advertising, Merchandising, Payroll, Insurance, Employee Benefits, Hiring, Customer Satisfaction, Sales Management, Profit, Account Management, Team Building, Cold Calling, Selling, Retail, Leadership, Customer Retention, Inventory Management, Visual Merchandising, Coaching, Time Management, Direct Sales, Sales Process, Budgets, Pricing, Forecasting
Education
University of Illinois at Urbana-Champaign 1990 — 1992
Boylan High School 1983 — 1987
High School
Armando Rivas Armando Rivas's EMPOWER Retirement Experience June 2010 - Present
Job Lead Regulatory Correspondent
Industry Financial Services
Experience
Empower Retirement June 2010 - Present
Skills
Series 6, Series 63, Series 26, FINRA, Mutual Funds, Retirement, Securities, 401k, IRAs, Retirement Planning, Financial Services
Education
University of Colorado at Denver 1995 — 2001
Bachelor of Arts (B.A.), Philosophy
Empower Retirement June 2010 - Present
Skills
Series 6, Series 63, Series 26, FINRA, Mutual Funds, Retirement, Securities, 401k, IRAs, Retirement Planning, Financial Services
Education
University of Colorado at Denver 1995 — 2001
Bachelor of Arts (B.A.), Philosophy
Corey Gallifant Corey Gallifant's EMPOWER Retirement Experience April 2015 - Present
Job Internal Sales Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement April 2015 - Present
EMPOWER Retirement February 2013 - April 2015
Northwestern Mutual February 2009 - December 2012
Skills
Retirement Planning, Fixed Annuities, Long-term Care, Disability Insurance, Retirement, Life Insurance, Strategic Financial..., Investments, Insurance, Series 63, Wealth Accumulation, Mutual Funds, Financial Analysis, Series 6, CLTC
Education
University of Arizona, Eller College of Management
Bachelor's, Finance
EMPOWER Retirement April 2015 - Present
EMPOWER Retirement February 2013 - April 2015
Northwestern Mutual February 2009 - December 2012
Skills
Retirement Planning, Fixed Annuities, Long-term Care, Disability Insurance, Retirement, Life Insurance, Strategic Financial..., Investments, Insurance, Series 63, Wealth Accumulation, Mutual Funds, Financial Analysis, Series 6, CLTC
Education
University of Arizona, Eller College of Management
Bachelor's, Finance
Tonnia Shearhart Tonnia Shearhart's EMPOWER Retirement Experience September 2014 - Present
Job Implementation Consultant, PMP
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
JPMorgan April 2011 - September 2014
JPMorgan January 2009 - April 2011
JPMorgan Chase October 2006 - May 2008
JPMorgan July 2001 - October 2006
UMB Bank December 1995 - June 2001
Skills
Management, Financial Services, Business Analysis, Mutual Funds, 401k, Investments, SDLC, Retirement, Project Management, Vendor Management
Education
University of Missouri-Kansas City 1992 — 1994
Business Administration
University of Missouri-Kansas City 1992 — 1994
Bachelor of Arts, Business Adminstration
EMPOWER Retirement September 2014 - Present
JPMorgan April 2011 - September 2014
JPMorgan January 2009 - April 2011
JPMorgan Chase October 2006 - May 2008
JPMorgan July 2001 - October 2006
UMB Bank December 1995 - June 2001
Skills
Management, Financial Services, Business Analysis, Mutual Funds, 401k, Investments, SDLC, Retirement, Project Management, Vendor Management
Education
University of Missouri-Kansas City 1992 — 1994
Business Administration
University of Missouri-Kansas City 1992 — 1994
Bachelor of Arts, Business Adminstration
McKenzie Robbins's EMPOWER Retirement Experience September 2014 - Present
Job Retirement Education Specialist at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
JPMorgan Chase May 2014 - September 2014
MediFit Corporate Services May 2013 - April 2014
Skills
Customer Service, English, Research, Nutrition Education, Time Management, Financial Analysis, Strategic Planning, Organization, Fitness Consulting, Psychology, Outstanding time..., Multi Tasking, Series 6, Series 63, Event Planning, Fitness, Facebook, Marketing, Microsoft Excel, PowerPoint, Public Speaking, Sales, Social Media, Social Networking, Teamwork
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's degree, Nutrition Sciences
EMPOWER Retirement September 2014 - Present
JPMorgan Chase May 2014 - September 2014
MediFit Corporate Services May 2013 - April 2014
Skills
Customer Service, English, Research, Nutrition Education, Time Management, Financial Analysis, Strategic Planning, Organization, Fitness Consulting, Psychology, Outstanding time..., Multi Tasking, Series 6, Series 63, Event Planning, Fitness, Facebook, Marketing, Microsoft Excel, PowerPoint, Public Speaking, Sales, Social Media, Social Networking, Teamwork
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's degree, Nutrition Sciences
Skip Waugh, MIM Skip Waugh, MIM's EMPOWER Retirement Experience August 2014 - Present
Job Process Change Manager / Business Analyst
Industry Financial Services
Experience
Empower Retirement August 2014 - Present
Consultant; Denver Colorado August 2012 - July 2015
MGMA-ACMPE February 2010 - August 2012
The Grandville Corporation June 2008 - February 2010
Educational Services of America September 2006 - May 2008
CPEP September 2003 - September 2006
Signature Writing Services July 1997 - September 2003
Quark Software Inc. October 1995 - July 1997
AT&T/Lucent Technologies March 1990 - October 1995
Skills
Continuous Process..., Customer Service..., Project Management, Analytics, Performance Management, TQM, Call Centers, Operations Management, Project Implementation, Business Development, Management, Leadership, Marketing Strategy, Marketing, Product Marketing, Web Content, Social Media, Editing, Nonprofits, Internal Communications, Newsletters, Blogging, Writing, Project Planning, Marketing Communications, Email Marketing, E-commerce, Training, Public Speaking, Media Relations, Product Management, Research, Fundraising, Report Writing, Feature Articles, Technical Writing, Feature Writing, Business Communications, People Management, Quality Management, Media Production, Media Production..., Start-ups, Writing Skills, Video Production, Video Editing
Education
University of Denver 1987 — 1989
Bachelor of Arts, Mass Communications, Sociology, Business
University of Denver - Daniels College of Business 1987 — 1989
MIM, International Management
Empower Retirement August 2014 - Present
Consultant; Denver Colorado August 2012 - July 2015
MGMA-ACMPE February 2010 - August 2012
The Grandville Corporation June 2008 - February 2010
Educational Services of America September 2006 - May 2008
CPEP September 2003 - September 2006
Signature Writing Services July 1997 - September 2003
Quark Software Inc. October 1995 - July 1997
AT&T/Lucent Technologies March 1990 - October 1995
Skills
Continuous Process..., Customer Service..., Project Management, Analytics, Performance Management, TQM, Call Centers, Operations Management, Project Implementation, Business Development, Management, Leadership, Marketing Strategy, Marketing, Product Marketing, Web Content, Social Media, Editing, Nonprofits, Internal Communications, Newsletters, Blogging, Writing, Project Planning, Marketing Communications, Email Marketing, E-commerce, Training, Public Speaking, Media Relations, Product Management, Research, Fundraising, Report Writing, Feature Articles, Technical Writing, Feature Writing, Business Communications, People Management, Quality Management, Media Production, Media Production..., Start-ups, Writing Skills, Video Production, Video Editing
Education
University of Denver 1987 — 1989
Bachelor of Arts, Mass Communications, Sociology, Business
University of Denver - Daniels College of Business 1987 — 1989
MIM, International Management
Brian LaCarrubba Brian LaCarrubba's EMPOWER Retirement Experience October 2014 - Present
Job Project Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement October 2014 - Present
Financial Services company September 2008 - October 2014
Financial Services company June 2004 - September 2008
Springboard Group May 2003 - May 2004
Prudential Financial May 2002 - November 2002
Prudential Financial April 1999 - May 2002
Skills
Process Improvement, Business Process..., Business Analysis, Management, Team Building, Business Intelligence, Customer Centric..., Project Management, Cross-functional Team..., Training, Business Process, Access
Education
University of Denver - Daniels College of Business 2008 — 2011
MBA, Business Intelligence
Wesleyan University 1995 — 1999
B.A., Mathematics
EMPOWER Retirement October 2014 - Present
Financial Services company September 2008 - October 2014
Financial Services company June 2004 - September 2008
Springboard Group May 2003 - May 2004
Prudential Financial May 2002 - November 2002
Prudential Financial April 1999 - May 2002
Skills
Process Improvement, Business Process..., Business Analysis, Management, Team Building, Business Intelligence, Customer Centric..., Project Management, Cross-functional Team..., Training, Business Process, Access
Education
University of Denver - Daniels College of Business 2008 — 2011
MBA, Business Intelligence
Wesleyan University 1995 — 1999
B.A., Mathematics
Randy R Giese Randy R Giese's EMPOWER Retirement Experience December 2013 - Present
Job at
Industry Consumer Services
Experience
EMPOWER Retirement December 2013 - Present
Great-West Financial December 2013 - January 2015
CORESTAFF Services November 2013 - December 2013
Spee-Dee Delivery December 2011 - November 2013
Northwestern Mutual March 2011 - May 2011
American General Life Companies 1999 - July 2009
Giese and Associates March 1981 - February 2003
Skills
Customer Service, Insurance, Sales, Marketing, Training, Fixed Annuities, Life Insurance, Sales Operations, Process Improvement, Team Building, Team Leadership, Strategic Planning, Access, Long-term Care, Leadership, Public Speaking, Term Life Insurance, Product Marketing, Health Insurance, Business Planning, Disability Insurance, Retirement, Financial Services, Time Management, Customer Retention, Universal Life, Customer Satisfaction, Underwriting, Employee Benefits, Brokers, Whole Life, Series 6, General Insurance, Series 63
Education
University of Wisconsin-Oshkosh 1973 — 1977
BA, Business Administration
Milwaukee Lutheran High School 1970 — 1973
The American College
CLU, LUTCF, Financial
EMPOWER Retirement December 2013 - Present
Great-West Financial December 2013 - January 2015
CORESTAFF Services November 2013 - December 2013
Spee-Dee Delivery December 2011 - November 2013
Northwestern Mutual March 2011 - May 2011
American General Life Companies 1999 - July 2009
Giese and Associates March 1981 - February 2003
Skills
Customer Service, Insurance, Sales, Marketing, Training, Fixed Annuities, Life Insurance, Sales Operations, Process Improvement, Team Building, Team Leadership, Strategic Planning, Access, Long-term Care, Leadership, Public Speaking, Term Life Insurance, Product Marketing, Health Insurance, Business Planning, Disability Insurance, Retirement, Financial Services, Time Management, Customer Retention, Universal Life, Customer Satisfaction, Underwriting, Employee Benefits, Brokers, Whole Life, Series 6, General Insurance, Series 63
Education
University of Wisconsin-Oshkosh 1973 — 1977
BA, Business Administration
Milwaukee Lutheran High School 1970 — 1973
The American College
CLU, LUTCF, Financial
Teresa Aranda Manago, MBA (mteresamanago@gmail.com)'s EMPOWER Retirement Experience September 2014 - Present
Job Product Strategy and Development
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
Regis University College for Professional Studies 2013 - Present
Great-West Financial April 2013 - August 2014
Great-West Life January 2009 - March 2013
Old Mutual Capital May 2008 - December 2008
MorEvents August 2007 - May 2008
DMNS 2006 - 2008
Prep Inc. February 2007 - August 2007
American International Group February 2001 - August 2006
Skills
Event Planning, International Business, Strategic Planning, Market Research, Marketing Communications, Marketing, Marketing Strategy, Management, Budgets, Project Management, Spanish, Time Management, Finance, Logistics, Cross-functional Team..., Product Management, Strategy, Business Strategy, Product Development, Sales
Education
Thunderbird School of Global Management 2004 — 2006
Master of Business Administration (MBA), International Business
University of Washington 2000 — 2000
International Business
Tecnológico de Monterrey 1995 — 2000
BS, Business Administration
EMPOWER Retirement September 2014 - Present
Regis University College for Professional Studies 2013 - Present
Great-West Financial April 2013 - August 2014
Great-West Life January 2009 - March 2013
Old Mutual Capital May 2008 - December 2008
MorEvents August 2007 - May 2008
DMNS 2006 - 2008
Prep Inc. February 2007 - August 2007
American International Group February 2001 - August 2006
Skills
Event Planning, International Business, Strategic Planning, Market Research, Marketing Communications, Marketing, Marketing Strategy, Management, Budgets, Project Management, Spanish, Time Management, Finance, Logistics, Cross-functional Team..., Product Management, Strategy, Business Strategy, Product Development, Sales
Education
Thunderbird School of Global Management 2004 — 2006
Master of Business Administration (MBA), International Business
University of Washington 2000 — 2000
International Business
Tecnológico de Monterrey 1995 — 2000
BS, Business Administration
Cathy (Gessner) Boyan's EMPOWER Retirement Experience August 2007 - Present
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
Empower Retirement August 2007 - Present
Great-West Healthcare April 1997 - July 2007
Matsen Insurance Brokers June 1996 - April 1997
United Insurance Company of America February 1994 - June 1996
Dynasplint Systems April 1992 - February 1994
Skills
Series 6, Series 63, 401k, Mutual Funds, Retirement Planning, Public Speaking, Defined Contribution, Retirement, CRM, Insurance, Pensions, Excel, PowerPoint
Education
University of California, Davis 1988 — 1990
B.S., Exercise Physiology
Empower Retirement August 2007 - Present
Great-West Healthcare April 1997 - July 2007
Matsen Insurance Brokers June 1996 - April 1997
United Insurance Company of America February 1994 - June 1996
Dynasplint Systems April 1992 - February 1994
Skills
Series 6, Series 63, 401k, Mutual Funds, Retirement Planning, Public Speaking, Defined Contribution, Retirement, CRM, Insurance, Pensions, Excel, PowerPoint
Education
University of California, Davis 1988 — 1990
B.S., Exercise Physiology
David Nault's EMPOWER Retirement Experience April 2012 - Present
Job Relationship Manager at Empower Retirement
Industry Investment Management
Experience
EMPOWER Retirement April 2012 - Present
The Hartford December 2005 - April 2012
The Hartford 2003 - 2005
The Hartford December 1999 - May 2003
Skills
Self Starter, Team Motivator, Goal Oriented, Sales, Sales Management, Customer Retention, Program Management, Leadership, Insurance, Retirement Planning, Series 6, Retirement, Mutual Funds, 401k, Series 63, Defined Benefit, CRM, Investments, Financial Services
Education
University of Hartford 1995 — 1999
Bachelor of Science, Criminal Justice
EMPOWER Retirement April 2012 - Present
The Hartford December 2005 - April 2012
The Hartford 2003 - 2005
The Hartford December 1999 - May 2003
Skills
Self Starter, Team Motivator, Goal Oriented, Sales, Sales Management, Customer Retention, Program Management, Leadership, Insurance, Retirement Planning, Series 6, Retirement, Mutual Funds, 401k, Series 63, Defined Benefit, CRM, Investments, Financial Services
Education
University of Hartford 1995 — 1999
Bachelor of Science, Criminal Justice
Clay Riggins's EMPOWER Retirement Experience September 2008 - Present
Job Director Relationship Management
Industry Financial Services
Experience
EMPOWER Retirement September 2008 - Present
Education
Texas Tech University - Rawls College of Business 1989 — 1992
EMPOWER Retirement September 2008 - Present
Education
Texas Tech University - Rawls College of Business 1989 — 1992
Donna Sharp's EMPOWER Retirement Experience 2007 - Present
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement 2007 - Present
US Bank 1989 - 2007
Skills
Pensions, Retirement Plan..., 401k, Retirement, Mutual Funds, Retirement Planning, Series 63, Investments, Employee Benefits, Defined Contribution, Series 6, ERISA, Profit Sharing, Asset Allocation, Qualified Retirement..., Financial Services, IRAs, FINRA, Investment Advisory, Securities, Relationship Management, 401k Rollovers, Equities, Benefits Administration
Education
University of Northern Colorado 1982 — 1986
EMPOWER Retirement 2007 - Present
US Bank 1989 - 2007
Skills
Pensions, Retirement Plan..., 401k, Retirement, Mutual Funds, Retirement Planning, Series 63, Investments, Employee Benefits, Defined Contribution, Series 6, ERISA, Profit Sharing, Asset Allocation, Qualified Retirement..., Financial Services, IRAs, FINRA, Investment Advisory, Securities, Relationship Management, 401k Rollovers, Equities, Benefits Administration
Education
University of Northern Colorado 1982 — 1986
Jo Wetherille's EMPOWER Retirement Experience January 2015 - Present
Job Director TPA Relationships at Empower Retirement
Industry Financial Services
Experience
Empower Retirement January 2015 - Present
Great-West Retirement Services December 2008 - Present
Wetherille Consulting July 2006 - December 2008
American Express Financial Advisors 2000 - 2006
American Express Retirement Services 1989 - 2006
American Express 1989 - 2006
Ameriprise Financial 1989 - 2006
Ameriprise Retirement Services 1989 - 2006
American Express Financial Advisors (now Ameriprise Financial) 1989 - 2006
Skills
Retirement, Process Improvement, Project Management, Series 7, Wealth Management, Product Management, Leadership, Financial Services, Investments, Mutual Funds, Series 63, Retirement Planning, Investment Advisory, 401k, Relationship Management
Education
University of Minnesota - Carlson School of Management
BS, Accounting and Finance
Empower Retirement January 2015 - Present
Great-West Retirement Services December 2008 - Present
Wetherille Consulting July 2006 - December 2008
American Express Financial Advisors 2000 - 2006
American Express Retirement Services 1989 - 2006
American Express 1989 - 2006
Ameriprise Financial 1989 - 2006
Ameriprise Retirement Services 1989 - 2006
American Express Financial Advisors (now Ameriprise Financial) 1989 - 2006
Skills
Retirement, Process Improvement, Project Management, Series 7, Wealth Management, Product Management, Leadership, Financial Services, Investments, Mutual Funds, Series 63, Retirement Planning, Investment Advisory, 401k, Relationship Management
Education
University of Minnesota - Carlson School of Management
BS, Accounting and Finance
Natasha Branzanti's EMPOWER Retirement Experience January 1999 - Present
Job Regional Sales Director at Empower Retirment
Industry Financial Services
Experience
EMPOWER Retirement January 1999 - Present
Skills
Retirement Planning, Sales, 401k, Retirement, Series 63, Mutual Funds, Series 6, Retirement Plan..., Employee Benefits, Qualified Retirement...
Education
University of Miami - School of Business
International Finance and Marketing
EMPOWER Retirement January 1999 - Present
Skills
Retirement Planning, Sales, 401k, Retirement, Series 63, Mutual Funds, Series 6, Retirement Plan..., Employee Benefits, Qualified Retirement...
Education
University of Miami - School of Business
International Finance and Marketing
Michael Heiser's EMPOWER Retirement Experience August 2014 - Present
Job Retirement Education Counselor at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement August 2014 - Present
J.P. Morgan Retirement Plan Services May 2014 - August 2014
Centurion Group April 2013 - November 2013
Merrill Lynch March 2011 - September 2012
Merrill Lynch June 2010 - March 2011
HSBC Securities April 2008 - June 2010
Skills
Series 7, Series 63, Series 65, Financial Services, Asset Allocation, Retirement Planning
Education
University of Pittsburgh
BS, Economics
EMPOWER Retirement August 2014 - Present
J.P. Morgan Retirement Plan Services May 2014 - August 2014
Centurion Group April 2013 - November 2013
Merrill Lynch March 2011 - September 2012
Merrill Lynch June 2010 - March 2011
HSBC Securities April 2008 - June 2010
Skills
Series 7, Series 63, Series 65, Financial Services, Asset Allocation, Retirement Planning
Education
University of Pittsburgh
BS, Economics
Marty Bramlett's EMPOWER Retirement Experience October 2004 - Present
Job Director, Relationship Management, Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement October 2004 - Present
Great-West Retirement Services December 2001 - October 2004
Great-West Life January 1998 - December 2001
Skills
Employee Benefits, Deferred Compensation, Retirement Planning
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
EMPOWER Retirement October 2004 - Present
Great-West Retirement Services December 2001 - October 2004
Great-West Life January 1998 - December 2001
Skills
Employee Benefits, Deferred Compensation, Retirement Planning
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
Andrew Gracan's EMPOWER Retirement Experience October 2013 - Present
Job Regional Director/Specialty Market At Empower Retirement
Industry Financial Services
Experience
Empower Retirement October 2013 - Present
First Commonwealth Financial Advisors, Inc. February 2012 - October 2013
J.P. Morgan Retirement Plan Services 2008 - February 2012
ADP 2006 - 2008
Fifth Third Asset Management 2004 - 2006
Skills
401k, Retirement, Series 63, Defined Benefit, Series 7, Mutual Funds, Defined Contribution, Retirement Plan..., Investments, Retirement Planning, ERISA, Pensions, Wealth Management, Series 6, Employee Benefits, Asset Allocation, Asset Managment, Strategic Financial..., Uniform Combined State..., Investment Advisory
Education
Fi360 2012 — 2012
Accredited Investment Fiduciary (AIF®), Fiduciary Education
Fi360 2012 — 2012
Accredited Investment Fiducairy Analyst (AIFA®), Fiduciary Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 1998
Master of Business Administration (M.B.A.), Finance and Financial Management Services, Cum Laude
The American College 1993 — 1994
ChFC, Financial Services
Youngstown State University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
Empower Retirement October 2013 - Present
First Commonwealth Financial Advisors, Inc. February 2012 - October 2013
J.P. Morgan Retirement Plan Services 2008 - February 2012
ADP 2006 - 2008
Fifth Third Asset Management 2004 - 2006
Skills
401k, Retirement, Series 63, Defined Benefit, Series 7, Mutual Funds, Defined Contribution, Retirement Plan..., Investments, Retirement Planning, ERISA, Pensions, Wealth Management, Series 6, Employee Benefits, Asset Allocation, Asset Managment, Strategic Financial..., Uniform Combined State..., Investment Advisory
Education
Fi360 2012 — 2012
Accredited Investment Fiduciary (AIF®), Fiduciary Education
Fi360 2012 — 2012
Accredited Investment Fiducairy Analyst (AIFA®), Fiduciary Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 1998
Master of Business Administration (M.B.A.), Finance and Financial Management Services, Cum Laude
The American College 1993 — 1994
ChFC, Financial Services
Youngstown State University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
Patrick Forde's EMPOWER Retirement Experience November 2006 - Present
Job Regional Director at Empower Retirement
Industry Financial Services
Experience
Empower Retirement November 2006 - Present
Skills
401k, Mutual Funds, Retirement Planning, Investments, Retirement, Series 63, Asset Allocation, Series 7, Wealth Management, Financial Services
Education
University of Richmond - Robins School of Business 1982 — 1986
Council Rock High School 1978 — 1982
Empower Retirement November 2006 - Present
Skills
401k, Mutual Funds, Retirement Planning, Investments, Retirement, Series 63, Asset Allocation, Series 7, Wealth Management, Financial Services
Education
University of Richmond - Robins School of Business 1982 — 1986
Council Rock High School 1978 — 1982
Brandi (McLaughlin) Zien's EMPOWER Retirement Experience September 2014 - Present
Job Cash Receipts Team Lead at J.P. Morgan
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
J.P. Morgan February 2013 - Present
JP Morgan July 2011 - February 2013
JP Morgan July 2008 - July 2011
ADP August 2002 - July 2008
Skills
Process Improvement, Project Management, SDLC, Business Analysis
Education
University of Missouri-Kansas City 1994 — 1999
EMPOWER Retirement September 2014 - Present
J.P. Morgan February 2013 - Present
JP Morgan July 2011 - February 2013
JP Morgan July 2008 - July 2011
ADP August 2002 - July 2008
Skills
Process Improvement, Project Management, SDLC, Business Analysis
Education
University of Missouri-Kansas City 1994 — 1999
Jane Jerger's EMPOWER Retirement Experience June 2009 - Present
Job Lead Office Coordinator at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement June 2009 - Present
Centex Homes September 2008 - January 2009
CP Morgan May 2005 - June 2008
C.P. Morgan 2005 - 2008
Columbian Home Products 1998 - 2005
General Housewares Corp 1990 - 1997
Education
University of Evansville
BA, Social Studies/Secondary Ed
EMPOWER Retirement June 2009 - Present
Centex Homes September 2008 - January 2009
CP Morgan May 2005 - June 2008
C.P. Morgan 2005 - 2008
Columbian Home Products 1998 - 2005
General Housewares Corp 1990 - 1997
Education
University of Evansville
BA, Social Studies/Secondary Ed
Dan Armstrong's EMPOWER Retirement Experience November 2006 - Present
Job Regional Sales Director for EmpowerRetirement
Industry Financial Services
Experience
Empower-Retirement November 2006 - Present
Great-West Financial November 2005 - November 2006
Great-West Financial August 2004 - November 2005
Skills
401k, Retirement Plan..., Profit Sharing, Retirement, Retirement Planning, Defined Contribution, Series 63, Pensions, Investments, Mutual Funds, Qualified Retirement..., Asset Allocation, Series 6, Fixed Annuities, Investment Advisory, Investment Strategies, Wealth Management
Education
University of Colorado at Boulder 2000 — 2004
Bachelor's degree, Finance
Eden Prairie High School 1996 — 2000
Empower-Retirement November 2006 - Present
Great-West Financial November 2005 - November 2006
Great-West Financial August 2004 - November 2005
Skills
401k, Retirement Plan..., Profit Sharing, Retirement, Retirement Planning, Defined Contribution, Series 63, Pensions, Investments, Mutual Funds, Qualified Retirement..., Asset Allocation, Series 6, Fixed Annuities, Investment Advisory, Investment Strategies, Wealth Management
Education
University of Colorado at Boulder 2000 — 2004
Bachelor's degree, Finance
Eden Prairie High School 1996 — 2000
Keith Bruneau's EMPOWER Retirement Experience January 2015 - Present
Job Regional Retirement Specialist at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Putnam Investments June 2012 - December 2014
Guardian Investor Services May 2006 - May 2011
Putnam Investments/Mercer HRS April 1999 - May 2006
Skills
Microsoft Office, Customer Relations, Excel, Customer Service, Strategic Planning
Education
University of Rhode Island
Bachelor of Science, Marketing
EMPOWER Retirement January 2015 - Present
Putnam Investments June 2012 - December 2014
Guardian Investor Services May 2006 - May 2011
Putnam Investments/Mercer HRS April 1999 - May 2006
Skills
Microsoft Office, Customer Relations, Excel, Customer Service, Strategic Planning
Education
University of Rhode Island
Bachelor of Science, Marketing
Rob Dwyer's EMPOWER Retirement Experience 1999 - Present
Job Vice President, Client Relations
Industry Financial Services
Experience
EMPOWER Retirement 1999 - Present
Skills
Mutual Funds, Investments, 401k, Retirement Planning, Financial Services, Series 63, Retirement, Series 6, Asset Management, FINRA, Customer Service, Finance, Relationship Management, Pensions, Asset Allocation, Fixed Income, Investment Strategies, Financial Analysis, Governmental 457(b)
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
Finance
EMPOWER Retirement 1999 - Present
Skills
Mutual Funds, Investments, 401k, Retirement Planning, Financial Services, Series 63, Retirement, Series 6, Asset Management, FINRA, Customer Service, Finance, Relationship Management, Pensions, Asset Allocation, Fixed Income, Investment Strategies, Financial Analysis, Governmental 457(b)
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
Finance
Nancy L Walker's EMPOWER Retirement Experience July 2015 - Present
Job Senior Client Contracts Specialist at Empower Retirement
Industry Human Resources
Experience
Empower Retirement July 2015 - Present
Great-West Financial June 2014 - January 2015
Dex Media, Inc. October 2009 - March 2014
Brownstein Hyatt Farber Schreck December 2007 - February 2009
Mercer Human Resource Consulting October 2006 - December 2007
REPTECH January 2000 - October 2006
Deloitte & Touche October 1998 - January 2000
BMC Consultants 1994 - 1998
Skills
Pensions, Employee Benefits, 401k, Defined Benefit, ERISA, Retirement, Financial Services, Mutual Funds, Wealth Management, Financial Advisory, Retirement Planning, Series 63, Deferred Compensation, Executive Pay
Education
University of Denver - Sturm College of Law 1991 — 1994
J.D., Law
University of Maryland University College 1981 — 1987
B.S., Business; Psychology
Empower Retirement July 2015 - Present
Great-West Financial June 2014 - January 2015
Dex Media, Inc. October 2009 - March 2014
Brownstein Hyatt Farber Schreck December 2007 - February 2009
Mercer Human Resource Consulting October 2006 - December 2007
REPTECH January 2000 - October 2006
Deloitte & Touche October 1998 - January 2000
BMC Consultants 1994 - 1998
Skills
Pensions, Employee Benefits, 401k, Defined Benefit, ERISA, Retirement, Financial Services, Mutual Funds, Wealth Management, Financial Advisory, Retirement Planning, Series 63, Deferred Compensation, Executive Pay
Education
University of Denver - Sturm College of Law 1991 — 1994
J.D., Law
University of Maryland University College 1981 — 1987
B.S., Business; Psychology
Roy DaSilva's EMPOWER Retirement Experience July 2015 - Present
Job Sr. Implementation Analyst at Empower Retirement
Industry Financial Services
Experience
Empower Retirement July 2015 - Present
The Angell Pension Group, Inc. July 1995 - April 2015
State Street Bank and Trust Company 1993 - 1995
Skills
401k, Management, Retirement Planning, Defined Contribution, Project Management, Process Improvement, Financial Services, Pensions
Education
University of Massachusetts Dartmouth 1988 — 1992
Bachelor’s Degree, Accounting, 3.5 gpa
Empower Retirement July 2015 - Present
The Angell Pension Group, Inc. July 1995 - April 2015
State Street Bank and Trust Company 1993 - 1995
Skills
401k, Management, Retirement Planning, Defined Contribution, Project Management, Process Improvement, Financial Services, Pensions
Education
University of Massachusetts Dartmouth 1988 — 1992
Bachelor’s Degree, Accounting, 3.5 gpa
Marcia Hattey's EMPOWER Retirement Experience March 2009 - Present
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement March 2009 - Present
American Century Investments May 2008 - November 2008
JPMorgan June 2003 - May 2008
American Century Investments March 2001 - June 2003
American Century Investments January 1999 - March 2001
American Century Investments December 1996 - December 1998
American Century Investments March 1995 - December 1996
American Century Investments August 1993 - March 1995
American Century Investments July 1991 - August 1993
Skills
Qualified Retirement..., 401k, Defined Contribution, Deferred Compensation, Profit Sharing, Relationship Management, Key Client Relationships, Client Relationships..., Financial Education, Team Development, Presentation Skills, Client Presentation, Financial Services, Mutual Funds, Investments, Series 6, Series 7, Series 63, Series 65, Variable Life, Accreditation, Retirement, Securities, Public Speaking, Asset Allocation, Investment Strategies, Employee Training
Education
University of Missouri-Columbia 1976 — 1977
University of Missouri-Kansas City 1975 — 1976
EMPOWER Retirement March 2009 - Present
American Century Investments May 2008 - November 2008
JPMorgan June 2003 - May 2008
American Century Investments March 2001 - June 2003
American Century Investments January 1999 - March 2001
American Century Investments December 1996 - December 1998
American Century Investments March 1995 - December 1996
American Century Investments August 1993 - March 1995
American Century Investments July 1991 - August 1993
Skills
Qualified Retirement..., 401k, Defined Contribution, Deferred Compensation, Profit Sharing, Relationship Management, Key Client Relationships, Client Relationships..., Financial Education, Team Development, Presentation Skills, Client Presentation, Financial Services, Mutual Funds, Investments, Series 6, Series 7, Series 63, Series 65, Variable Life, Accreditation, Retirement, Securities, Public Speaking, Asset Allocation, Investment Strategies, Employee Training
Education
University of Missouri-Columbia 1976 — 1977
University of Missouri-Kansas City 1975 — 1976
Joe Lock's EMPOWER Retirement Experience October 2010 - Present
Job Lead Implementation Analyst a EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement October 2010 - Present
Enterprise Iron June 2007 - April 2011
ista North America 2011 - 2011
JPMorgan June 2004 - June 2007
Skills
Microsoft Excel, Statistics, Microsoft Word, Microsoft Office, Operations Management, Financial Analysis, Management, Accounting, Customer Service, PowerPoint, Business Analysis, Analysis, Change Management, Finance, Project Management, Sales, Business Strategy
Education
University of Missouri-Kansas City 2001 — 2004
BS, Business Management
University of Missouri-Columbia 1997 — 1998
Bachelors, Business Administration
EMPOWER Retirement October 2010 - Present
Enterprise Iron June 2007 - April 2011
ista North America 2011 - 2011
JPMorgan June 2004 - June 2007
Skills
Microsoft Excel, Statistics, Microsoft Word, Microsoft Office, Operations Management, Financial Analysis, Management, Accounting, Customer Service, PowerPoint, Business Analysis, Analysis, Change Management, Finance, Project Management, Sales, Business Strategy
Education
University of Missouri-Kansas City 2001 — 2004
BS, Business Management
University of Missouri-Columbia 1997 — 1998
Bachelors, Business Administration
Jane VanderWerf's EMPOWER Retirement Experience August 2008 - Present
Job Relationship Manager
Industry Financial Services
Experience
EMPOWER Retirement August 2008 - Present
Diversified Retirement Corporation June 2004 - August 2008
Transamerica June 2001 - August 2008
Morgan Stanley March 1999 - March 2001
Citicorp Investment Services December 1991 - May 1998
Skills
Series 6, Series 63, 401k, Retirement Plan..., Mutual Funds, Defined Contribution, Retirement, Pensions, Profit Sharing, Retirement Planning, Spanish, Public Speaking, Non-profits, FINRA
Education
University of South Carolina-Columbia
MBA, International Business
Virginia Tech
Bachelor of Business Administration (BBA), Business Administration and Management, General
Abingdon High School, Abingdon, VA
EMPOWER Retirement August 2008 - Present
Diversified Retirement Corporation June 2004 - August 2008
Transamerica June 2001 - August 2008
Morgan Stanley March 1999 - March 2001
Citicorp Investment Services December 1991 - May 1998
Skills
Series 6, Series 63, 401k, Retirement Plan..., Mutual Funds, Defined Contribution, Retirement, Pensions, Profit Sharing, Retirement Planning, Spanish, Public Speaking, Non-profits, FINRA
Education
University of South Carolina-Columbia
MBA, International Business
Virginia Tech
Bachelor of Business Administration (BBA), Business Administration and Management, General
Abingdon High School, Abingdon, VA
Katie (Bradbury) Muehlberger's EMPOWER Retirement Experience June 2014 - Present
Job Quality Assurance Specialist at GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement June 2014 - Present
J.P. Morgan Asset Management September 2012 - June 2014
J.P. Morgan Asset Management July 1999 - September 2012
Skills
Investments, Securities, Series 7, Mutual Funds, Series 63, Financial Services, Customer Service, Business Development, 401k, Relationship Management
Education
University of Kansas
Bachelor of Fine Arts, Silversmithing
EMPOWER Retirement June 2014 - Present
J.P. Morgan Asset Management September 2012 - June 2014
J.P. Morgan Asset Management July 1999 - September 2012
Skills
Investments, Securities, Series 7, Mutual Funds, Series 63, Financial Services, Customer Service, Business Development, 401k, Relationship Management
Education
University of Kansas
Bachelor of Fine Arts, Silversmithing
Karin Padalino's EMPOWER Retirement Experience 1992 - Present
Job Manager, Client Services EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement 1992 - Present
Skills
Written Communication, Project Planning, Process Improvement, Coaching, Business Efficiency, Cost Management, Customer Service
Education
University of Colorado at Boulder
EMPOWER Retirement 1992 - Present
Skills
Written Communication, Project Planning, Process Improvement, Coaching, Business Efficiency, Cost Management, Customer Service
Education
University of Colorado at Boulder
Bethany Bartley's EMPOWER Retirement Experience January 2015 - Present
Job Highly organized, analytical problemsolver
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Great-West Financial May 2013 - January 2015
National Jewish Health October 2011 - May 2013
National Jewish Health July 2010 - September 2011
National Jewish Health December 2009 - July 2010
National Jewish Health June 2009 - December 2009
APL 2003 - 2008
APL 2001 - 2003
APL 1999 - 2001
APL 1997 - 1999
Skills
Visio, Microsoft Word, Microsoft Excel, PowerPoint, InDesign, Technical Liaison, Business Analysis, Business Process..., Process Flow, Process Flow Charts, Business Requirements, Requirements Gathering, Requirement..., System Requirements, System Testing, Regression Testing, User Acceptance Testing, Organization &..., Communication Skills, Analytical Skills, Multi Tasking, Time Management, Decision Analysis, Customer Service, Management, Staff Supervision, Training Delivery, Quality Assurance, Process Improvement, Project Management, Software Documentation, SharePoint, Vendor Management, Data Analysis, Coaching, Team Building, Leadership, SDLC, CRM, Operations Management, Cross-functional Team..., Change Management, Integration, Process Management
Education
University of Colorado at Denver 2004 — 2007
MBA
University of Hartford 1990 — 1994
BA, Advertising & Communication
EMPOWER Retirement January 2015 - Present
Great-West Financial May 2013 - January 2015
National Jewish Health October 2011 - May 2013
National Jewish Health July 2010 - September 2011
National Jewish Health December 2009 - July 2010
National Jewish Health June 2009 - December 2009
APL 2003 - 2008
APL 2001 - 2003
APL 1999 - 2001
APL 1997 - 1999
Skills
Visio, Microsoft Word, Microsoft Excel, PowerPoint, InDesign, Technical Liaison, Business Analysis, Business Process..., Process Flow, Process Flow Charts, Business Requirements, Requirements Gathering, Requirement..., System Requirements, System Testing, Regression Testing, User Acceptance Testing, Organization &..., Communication Skills, Analytical Skills, Multi Tasking, Time Management, Decision Analysis, Customer Service, Management, Staff Supervision, Training Delivery, Quality Assurance, Process Improvement, Project Management, Software Documentation, SharePoint, Vendor Management, Data Analysis, Coaching, Team Building, Leadership, SDLC, CRM, Operations Management, Cross-functional Team..., Change Management, Integration, Process Management
Education
University of Colorado at Denver 2004 — 2007
MBA
University of Hartford 1990 — 1994
BA, Advertising & Communication
Patrick Shane McKelvey's EMPOWER Retirement Experience January 2012 - Present
Job Director of Relationship Management at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2012 - Present
Great-West Retirement Services December 2006 - January 2012
MetLife Financial Services January 2003 - December 2006
Skills
401k, Retirement Planning, Retirement, Series 6, Series 63, Employee Benefits
Education
University of Missouri-Columbia, College of Business 2000 — 2002
MBA
EMPOWER Retirement January 2012 - Present
Great-West Retirement Services December 2006 - January 2012
MetLife Financial Services January 2003 - December 2006
Skills
401k, Retirement Planning, Retirement, Series 6, Series 63, Employee Benefits
Education
University of Missouri-Columbia, College of Business 2000 — 2002
MBA
Joseph Pigot's EMPOWER Retirement Experience July 2014 - Present
Job Regional Sales Director Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement July 2014 - Present
Principal Financial Group April 1997 - June 2014
Great-West Retirement Services 2005 - 2007
Skills
401k, Defined Benefit, Retirement, Series 7, Pensions, Retirement Planning, Series 63, Investments, Mutual Funds, Employee Benefits, Asset Allocation, Investment Advisory, Fixed Annuities, Wealth Management
Education
University at Albany, SUNY 1985 — 1989
BA, Communications, Business, English
EMPOWER Retirement July 2014 - Present
Principal Financial Group April 1997 - June 2014
Great-West Retirement Services 2005 - 2007
Skills
401k, Defined Benefit, Retirement, Series 7, Pensions, Retirement Planning, Series 63, Investments, Mutual Funds, Employee Benefits, Asset Allocation, Investment Advisory, Fixed Annuities, Wealth Management
Education
University at Albany, SUNY 1985 — 1989
BA, Communications, Business, English
David Markowitz's EMPOWER Retirement Experience September 2001 - Present
Job Director, Relationship Management at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2001 - Present
Great-West Financial September 2001 - August 2006
Skills
Series 6, Series 63, 401k, Mutual Funds, Retirement Planning, Retirement, Investments, Financial Services, Pensions, Employee Benefits, Series 7, Insurance, Asset Allocation
Education
University of Hartford 1994 — 1998
BA, Communication
EMPOWER Retirement September 2001 - Present
Great-West Financial September 2001 - August 2006
Skills
Series 6, Series 63, 401k, Mutual Funds, Retirement Planning, Retirement, Investments, Financial Services, Pensions, Employee Benefits, Series 7, Insurance, Asset Allocation
Education
University of Hartford 1994 — 1998
BA, Communication
Jason Royer MBA, APA, QKA, QPA's EMPOWER Retirement Experience November 2014 - Present
Job Assistant Manager Core Implementation at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement November 2014 - Present
Great-West Financial March 2013 - November 2014
Great-West Life and Annuity Insurance Company November 2011 - February 2013
Great-West Life and Annuity Insurance Company September 2010 - November 2011
Great-West Life and Annuity Insurance Company September 2007 - August 2010
CPI Qualified Plan Consultants June 2005 - August 2007
Skills
401k, Retirement, Investments, Employee Benefits, Pensions, Mutual Funds, Retirement Planning, Defined Benefit, Microsoft Excel, Process Improvement, Outlook, Analysis, Leadership, Series 63
Education
University of Colorado at Denver 2009 — 2012
MBA, Financial Analysis, 3.44
Sterling College 2001 — 2005
BS, Business Administration
EMPOWER Retirement November 2014 - Present
Great-West Financial March 2013 - November 2014
Great-West Life and Annuity Insurance Company November 2011 - February 2013
Great-West Life and Annuity Insurance Company September 2010 - November 2011
Great-West Life and Annuity Insurance Company September 2007 - August 2010
CPI Qualified Plan Consultants June 2005 - August 2007
Skills
401k, Retirement, Investments, Employee Benefits, Pensions, Mutual Funds, Retirement Planning, Defined Benefit, Microsoft Excel, Process Improvement, Outlook, Analysis, Leadership, Series 63
Education
University of Colorado at Denver 2009 — 2012
MBA, Financial Analysis, 3.44
Sterling College 2001 — 2005
BS, Business Administration
Sean Wiggin's EMPOWER Retirement Experience November 2004 - Present
Job Working to Empower clients to have secure retirement.
Industry Financial Services
Experience
EMPOWER Retirement November 2004 - Present
Parker Performing Arts School 2015 - 2015
Parker Performing Arts School 2015 - 2015
Parker Performing Arts School 2015 - 2015
Wells Fargo July 1994 - November 2004
Skills
Relationship Management, Retirement Planning, ERISA, Mutual Funds, 401k, Financial Services, Retirement, Project Management, Portfolio Management, Wealth Management, Banking, Securities, Strategic Financial..., Series 6, Microsoft Office
Education
University of Colorado Denver 2000 — 2003
MBA, MS-Finance
University of Northern Colorado 1990 — 1994
BS, Business
EMPOWER Retirement November 2004 - Present
Parker Performing Arts School 2015 - 2015
Parker Performing Arts School 2015 - 2015
Parker Performing Arts School 2015 - 2015
Wells Fargo July 1994 - November 2004
Skills
Relationship Management, Retirement Planning, ERISA, Mutual Funds, 401k, Financial Services, Retirement, Project Management, Portfolio Management, Wealth Management, Banking, Securities, Strategic Financial..., Series 6, Microsoft Office
Education
University of Colorado Denver 2000 — 2003
MBA, MS-Finance
University of Northern Colorado 1990 — 1994
BS, Business
Erika Amaro's EMPOWER Retirement Experience October 2014 - Present
Job Plan Services Account Coorinator at Empower Retirement
Industry Investment Management
Experience
Empower Retirement October 2014 - Present
Putnam Investments September 2012 - Present
Mass Mutual June 2010 - August 2012
University of Massachusetts October 2009 - May 2012
Skills
Customer Service, PowerPoint, Microsoft Office, Economics, Microsoft Word, Management, Quality Assurance
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor's degree, Economics
Lawrence High School 2002 — 2006
Empower Retirement October 2014 - Present
Putnam Investments September 2012 - Present
Mass Mutual June 2010 - August 2012
University of Massachusetts October 2009 - May 2012
Skills
Customer Service, PowerPoint, Microsoft Office, Economics, Microsoft Word, Management, Quality Assurance
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor's degree, Economics
Lawrence High School 2002 — 2006
Brian Beal's EMPOWER Retirement Experience January 2015 - Present
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
Empower Retirement January 2015 - Present
FASCore, LLC January 2006 - January 2015
Comerica Bank January 2000 - January 2006
American Express Financial Advisors May 1999 - January 2000
Skills
Financial Services, Management, Investments, Mutual Funds, Retirement Planning, Sales, Relationship Management, Customer Service, Process Improvement, Insurance
Education
University of Oklahoma 1994 — 1999
Bachelor of Arts (B.A.), Public Affairs and Administration
Empower Retirement January 2015 - Present
FASCore, LLC January 2006 - January 2015
Comerica Bank January 2000 - January 2006
American Express Financial Advisors May 1999 - January 2000
Skills
Financial Services, Management, Investments, Mutual Funds, Retirement Planning, Sales, Relationship Management, Customer Service, Process Improvement, Insurance
Education
University of Oklahoma 1994 — 1999
Bachelor of Arts (B.A.), Public Affairs and Administration
David Campbell CRPS®'s EMPOWER Retirement Experience January 2015 - Present
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
J.P. Morgan December 2012 - September 2014
J.P. Morgan July 2005 - December 2012
Ernst & Young January 2002 - December 2005
Skills
Strategic Financial..., Investments, Asset Managment, Strategic Planning, Project Management, Management Consulting, Business Process..., Series 7, Business Development, Customer Service, Retirement Planning, Estate Planning, Management, New Business Development, Customer Retention, Financial Analysis
Education
University of Nebraska-Lincoln 1998 — 2001
Business Management
EMPOWER Retirement January 2015 - Present
J.P. Morgan December 2012 - September 2014
J.P. Morgan July 2005 - December 2012
Ernst & Young January 2002 - December 2005
Skills
Strategic Financial..., Investments, Asset Managment, Strategic Planning, Project Management, Management Consulting, Business Process..., Series 7, Business Development, Customer Service, Retirement Planning, Estate Planning, Management, New Business Development, Customer Retention, Financial Analysis
Education
University of Nebraska-Lincoln 1998 — 2001
Business Management
Mary Persinger's EMPOWER Retirement Experience February 2007 - Present
Job Retirement Plan Relationship Manager
Industry Financial Services
Experience
EMPOWER Retirement February 2007 - Present
U.S. Bank 1988 - 2007
Education
University of Cincinnati
MBA
Xavier University
B.A., Economics
EMPOWER Retirement February 2007 - Present
U.S. Bank 1988 - 2007
Education
University of Cincinnati
MBA
Xavier University
B.A., Economics
Marcos Bonfante's EMPOWER Retirement Experience July 2015 - Present
Job Sr. Retirement Consultant at Empower Retirement
Industry Investment Management
Experience
Empower Retirement July 2015 - Present
EMPOWER Retirement March 2015 - June 2015
EMPOWER Retirement August 2014 - February 2015
Great-West Financial September 2013 - July 2014
Great-West Financial July 2011 - September 2013
Putnam Investments September 2010 - July 2011
Skills
FINRA Series 6, FINRA Series 63, Series 6, Mutual Funds, Financial Services, 401k, Securities, Investments, Retirement Planning, Retirement, IRAs, Series 7, Series 63, FINRA, Wealth Management, Alternative Investments, Fixed Income, Asset Allocation, Strategic Financial..., Relationship Management, Life Insurance, Fixed Annuities, Variable Annuities, Defined Contribution
Education
Texas A&M University-Commerce 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Salem State University 2007 — 2010
B.S. Business Administration, International Business
Empower Retirement July 2015 - Present
EMPOWER Retirement March 2015 - June 2015
EMPOWER Retirement August 2014 - February 2015
Great-West Financial September 2013 - July 2014
Great-West Financial July 2011 - September 2013
Putnam Investments September 2010 - July 2011
Skills
FINRA Series 6, FINRA Series 63, Series 6, Mutual Funds, Financial Services, 401k, Securities, Investments, Retirement Planning, Retirement, IRAs, Series 7, Series 63, FINRA, Wealth Management, Alternative Investments, Fixed Income, Asset Allocation, Strategic Financial..., Relationship Management, Life Insurance, Fixed Annuities, Variable Annuities, Defined Contribution
Education
Texas A&M University-Commerce 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Salem State University 2007 — 2010
B.S. Business Administration, International Business
Eric Robison's EMPOWER Retirement Experience July 2008 - Present
Job Senior Business Process Analyst at GreatWest Financial
Industry Financial Services
Experience
Empower Retirement July 2008 - Present
Great-West Financial December 1999 - July 2008
Great-West Financial March 1994 - December 1999
MetLife January 1991 - March 1994
Skills
Gap Analysis, Business Analytics, Use Case, SDLC, Business Process..., Project Plans, Business Analysis, Relationship Management, Requirements Analysis, Business Process..., Business Intelligence, Enterprise Architecture, Data Modeling, Strategy
Education
University of Denver - Daniels College of Business 1986 — 1990
BSBA, Business Administration and Management, General
Empower Retirement July 2008 - Present
Great-West Financial December 1999 - July 2008
Great-West Financial March 1994 - December 1999
MetLife January 1991 - March 1994
Skills
Gap Analysis, Business Analytics, Use Case, SDLC, Business Process..., Project Plans, Business Analysis, Relationship Management, Requirements Analysis, Business Process..., Business Intelligence, Enterprise Architecture, Data Modeling, Strategy
Education
University of Denver - Daniels College of Business 1986 — 1990
BSBA, Business Administration and Management, General
Todd Champney's EMPOWER Retirement Experience January 2015 - Present
Job Regional Sales Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Great-West Retirement Services April 2010 - January 2015
John Hancock Life Insurance Company (U.S.A.) August 1996 - March 2010
John Hancock August 1996 - February 2010
Skills
Profit Sharing, Retirement Plan..., 401k, Fixed Annuities, Mutual Funds, Series 63, Defined Contribution, Retirement, ERISA, Series 7, Retirement Planning, IRAs, Wealth Management, Pensions, Investments, Investment Advisory, Financial Advisory, Strategic Financial..., Insurance, Health Insurance, Fiduciary, Portfolio Management, Life Insurance, Term Life Insurance, ETFs, Securities, Asset Allocation, Asset Management, Financial Services, Wealth, Investment Strategies, Series 65, Separately Managed..., Executive Pay, Employee Benefits, Relationship Management, Investment Management, Qualified Retirement..., Series 24, Wealth Management..., Alternative Investments, Financial Planners, Long-term Care, 401k Rollovers, Estate Planning, Variable Annuities
Education
Texas A&M University 1990 — 1993
BA, English
EMPOWER Retirement January 2015 - Present
Great-West Retirement Services April 2010 - January 2015
John Hancock Life Insurance Company (U.S.A.) August 1996 - March 2010
John Hancock August 1996 - February 2010
Skills
Profit Sharing, Retirement Plan..., 401k, Fixed Annuities, Mutual Funds, Series 63, Defined Contribution, Retirement, ERISA, Series 7, Retirement Planning, IRAs, Wealth Management, Pensions, Investments, Investment Advisory, Financial Advisory, Strategic Financial..., Insurance, Health Insurance, Fiduciary, Portfolio Management, Life Insurance, Term Life Insurance, ETFs, Securities, Asset Allocation, Asset Management, Financial Services, Wealth, Investment Strategies, Series 65, Separately Managed..., Executive Pay, Employee Benefits, Relationship Management, Investment Management, Qualified Retirement..., Series 24, Wealth Management..., Alternative Investments, Financial Planners, Long-term Care, 401k Rollovers, Estate Planning, Variable Annuities
Education
Texas A&M University 1990 — 1993
BA, English
Rachel McCaslin's EMPOWER Retirement Experience July 2007 - Present
Job Lead RFP Response Specialist at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement July 2007 - Present
J.P. Morgan Retirement Plan Services May 2010 - January 2013
J.P. Morgan Retirement Plan Services July 2007 - May 2010
Capitol Federal Savings Bank May 2006 - July 2007
Great Wolf Lodge June 2003 - May 2006
Skills
InDesign, Series 6, Mutual Funds, Retirement, Content Management, Project Planning, Project Coordination, Lotus Notes, Databases, Project Management, Workflow Management, RFP
Education
The University of Kansas 2003 — 2006
Bachelors, Psychology, Communications
University of Kansas 2003 — 2006
Bachelor’s Degree, Psychology
Piper High School 1998 — 2002
EMPOWER Retirement July 2007 - Present
J.P. Morgan Retirement Plan Services May 2010 - January 2013
J.P. Morgan Retirement Plan Services July 2007 - May 2010
Capitol Federal Savings Bank May 2006 - July 2007
Great Wolf Lodge June 2003 - May 2006
Skills
InDesign, Series 6, Mutual Funds, Retirement, Content Management, Project Planning, Project Coordination, Lotus Notes, Databases, Project Management, Workflow Management, RFP
Education
The University of Kansas 2003 — 2006
Bachelors, Psychology, Communications
University of Kansas 2003 — 2006
Bachelor’s Degree, Psychology
Piper High School 1998 — 2002
Jamie Swasey, QKA's EMPOWER Retirement Experience January 2015 - Present
Job Senior Plan Services Account Manager at EMPOWER Retirement at Empower Retirement
Industry Financial Services
Experience
Empower Retirement January 2015 - Present
Putnam Investments August 2013 - January 2015
Putnam Investments January 2011 - August 2013
KAF Financial Advisors January 2007 - December 2010
Skills
Series 7, Series 63, QKA, 401k, Mutual Funds, Employee Training, Employee Benefits
Education
University of New Hampshire
Empower Retirement January 2015 - Present
Putnam Investments August 2013 - January 2015
Putnam Investments January 2011 - August 2013
KAF Financial Advisors January 2007 - December 2010
Skills
Series 7, Series 63, QKA, 401k, Mutual Funds, Employee Training, Employee Benefits
Education
University of New Hampshire
Lara Beare's EMPOWER Retirement Experience May 2011 - Present
Job Executive Assistant
Industry Financial Services
Experience
EMPOWER Retirement May 2011 - Present
Education
Texas State University 1989 — 1993
Bachelor's degree, American Government and Politics (United States)
EMPOWER Retirement May 2011 - Present
Education
Texas State University 1989 — 1993
Bachelor's degree, American Government and Politics (United States)
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
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
Carol Holt-Salvi, QKA's EMPOWER Retirement Experience 2010 - Present
Job Project Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement 2010 - Present
Mercer 2005 - 2010
Putnam Investments 1999 - 2005
Skills
Business Analysis, Vendor Management, Project Management, Requirements Gathering, Business Requirements, Process Improvement, Visio, Requirements Analysis, Change Management, PMO, Financial Services
Education
Suffolk University
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA)
EMPOWER Retirement 2010 - Present
Mercer 2005 - 2010
Putnam Investments 1999 - 2005
Skills
Business Analysis, Vendor Management, Project Management, Requirements Gathering, Business Requirements, Process Improvement, Visio, Requirements Analysis, Change Management, PMO, Financial Services
Education
Suffolk University
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA)
Craig Cormier's EMPOWER Retirement Experience February 2013 - Present
Job Client Service Manager at EMPOWER Retirement
Industry
Experience
EMPOWER Retirement February 2013 - Present
Fidelity Investments 2009 - 2012
Fidelity Investments April 2007 - September 2009
Fidelity Investments May 2004 - April 2007
Fidelity Investments May 2001 - May 2004
Fidelity Investments April 1999 - May 2001
Education
University of Massachusetts, Amherst 1990 — 1995
Bachelor of Arts (B.A.), Economics
EMPOWER Retirement February 2013 - Present
Fidelity Investments 2009 - 2012
Fidelity Investments April 2007 - September 2009
Fidelity Investments May 2004 - April 2007
Fidelity Investments May 2001 - May 2004
Fidelity Investments April 1999 - May 2001
Education
University of Massachusetts, Amherst 1990 — 1995
Bachelor of Arts (B.A.), Economics
Denise Klemer's EMPOWER Retirement Experience February 2014 - Present
Job Retirement Representative at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement February 2014 - Present
Merrill Lynch December 1997 - March 2013
Merrill Lynch May 1992 - December 1997
Merrill Lynch February 1990 - May 1992
Skills
Employee Benefits, Retirement Planning, Retirement, Customer Service, Account Reconciliation, 401k, Series 63
Education
University of Northern Colorado 1976 — 1978
Elementary Education and Teaching
Lakewood Senior High School 1973 — 1976
EMPOWER Retirement February 2014 - Present
Merrill Lynch December 1997 - March 2013
Merrill Lynch May 1992 - December 1997
Merrill Lynch February 1990 - May 1992
Skills
Employee Benefits, Retirement Planning, Retirement, Customer Service, Account Reconciliation, 401k, Series 63
Education
University of Northern Colorado 1976 — 1978
Elementary Education and Teaching
Lakewood Senior High School 1973 — 1976
Emmanuel Castaneda's EMPOWER Retirement Experience July 2015 - Present
Job Co Op at Empower Retirement
Industry Financial Services
Experience
Empower Retirement July 2015 - Present
Ruffalo Noel Levitz March 2015 - Present
Next Clinica LLC December 2014 - February 2015
Payano State Senate Campaign July 2014 - September 2014
Merrimack Valley YMCA August 2011 - August 2013
University of Massachusetts Lowell September 2012 - May 2013
Merrimack Valley YMCA June 2012 - May 2013
Steward Health Care June 2011 - August 2011
Finish Line June 2010 - August 2010
Skills
Leadership, Microsoft Word, Public Speaking, PowerPoint, Microsoft Office, Teamwork, Social Media, Time Management
Education
UMass Lowell 2012 — 2016
Bachelor's Degree, BBA Finance/Accounting and BFA Political Science
Central Catholic High School 2008 — 2012
High School, General Studies, 3.45 GPA
Empower Retirement July 2015 - Present
Ruffalo Noel Levitz March 2015 - Present
Next Clinica LLC December 2014 - February 2015
Payano State Senate Campaign July 2014 - September 2014
Merrimack Valley YMCA August 2011 - August 2013
University of Massachusetts Lowell September 2012 - May 2013
Merrimack Valley YMCA June 2012 - May 2013
Steward Health Care June 2011 - August 2011
Finish Line June 2010 - August 2010
Skills
Leadership, Microsoft Word, Public Speaking, PowerPoint, Microsoft Office, Teamwork, Social Media, Time Management
Education
UMass Lowell 2012 — 2016
Bachelor's Degree, BBA Finance/Accounting and BFA Political Science
Central Catholic High School 2008 — 2012
High School, General Studies, 3.45 GPA
Gilbert T. Mariano III's EMPOWER Retirement Experience September 2014 - Present
Job Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
JPMorgan Chase & Co. March 2013 - September 2014
Vanguard June 2000 - March 2013
T. Rowe Price September 1990 - June 2000
Education
University of Pittsburgh 1986 — 1990
Bachelor of Science (BS), Business, Management and Finance
EMPOWER Retirement September 2014 - Present
JPMorgan Chase & Co. March 2013 - September 2014
Vanguard June 2000 - March 2013
T. Rowe Price September 1990 - June 2000
Education
University of Pittsburgh 1986 — 1990
Bachelor of Science (BS), Business, Management and Finance
Jeremiah Rivera's EMPOWER Retirement Experience September 2010 - Present
Job GreatWest / Empower Retirement
Industry Financial Services
Experience
Saint Peter The Fisherman July 2015 - Present
EMPOWER Retirement September 2010 - Present
Pierpont Community and Technical College August 2014 - Present
APL September 2008 - July 2010
J.P. Morgan February 2007 - August 2008
Skills
Mutual Funds, 401k, Series 6, Investments, Financial Services, Microsoft Office, Pension Schemes, Asset Management, Leadership, Finance, Financial Analysis, Management, Retirement Planning, Retirement, Analysis, Employee Benefits, Insurance, Budgets, Organizational...
Education
University of Colorado Denver 2003 — 2005
Master's Degree, Political Science and Economics
University of Colorado Denver 2001 — 2003
Bachelor's Degree, Political Science and Government
Saint Peter The Fisherman July 2015 - Present
EMPOWER Retirement September 2010 - Present
Pierpont Community and Technical College August 2014 - Present
APL September 2008 - July 2010
J.P. Morgan February 2007 - August 2008
Skills
Mutual Funds, 401k, Series 6, Investments, Financial Services, Microsoft Office, Pension Schemes, Asset Management, Leadership, Finance, Financial Analysis, Management, Retirement Planning, Retirement, Analysis, Employee Benefits, Insurance, Budgets, Organizational...
Education
University of Colorado Denver 2003 — 2005
Master's Degree, Political Science and Economics
University of Colorado Denver 2001 — 2003
Bachelor's Degree, Political Science and Government
Stephen Alessi's EMPOWER Retirement Experience January 2015 - Present
Job
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Putnam Investments August 2012 - December 2014
Putnam Investments February 2010 - July 2012
ADP May 2005 - January 2010
DWS Scudder/ Deutsche Bank February 2001 - May 2005
Scudder Kemper Investments January 2000 - January 2001
Scudder Stevens & Clark April 1997 - December 1999
Scudder Stevens & Clark March 1995 - March 1997
Putnam Investments September 1992 - February 1995
Skills
Management, CRM, Project Management, Analytics, Retirement Planning, Retirement, Process Improvement, Microsoft Office, Microsoft Excel, Business Analysis
Education
University of Maine 1988 — 1992
Bachelor's degree, Business Administration and Management, General
EMPOWER Retirement January 2015 - Present
Putnam Investments August 2012 - December 2014
Putnam Investments February 2010 - July 2012
ADP May 2005 - January 2010
DWS Scudder/ Deutsche Bank February 2001 - May 2005
Scudder Kemper Investments January 2000 - January 2001
Scudder Stevens & Clark April 1997 - December 1999
Scudder Stevens & Clark March 1995 - March 1997
Putnam Investments September 1992 - February 1995
Skills
Management, CRM, Project Management, Analytics, Retirement Planning, Retirement, Process Improvement, Microsoft Office, Microsoft Excel, Business Analysis
Education
University of Maine 1988 — 1992
Bachelor's degree, Business Administration and Management, General