EPIC Advisors, Inc.
Industry: Bank
DescriptionHeadquarters: Rochester, NY Founded: 1993 Parent organizations: NBT Bancorp Inc., NBT Financial Services Inc Subsidiaries: Retirement Plan Services, LLC, Actuarial Designs & Solutions, Inc.
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EPIC Advisors, Inc. Employees
Employee
Years
Job
Industry
Jean Dailey, CPA, CPC, QPA, QKA, QPFC, TGPC Jean Dailey, CPA, CPC, QPA, QKA, QPFC, TGPC's EPIC Advisors, Inc. Experience September 1996 - April 2014
Job Manager of Retirement Plans and ERISA Consulting at Beltz Ianni & Associates, LLC
Industry Financial Services
Experience
Beltz Ianni & Associates, LLC May 2014 - Present
EPIC Advisors, Inc. September 1996 - April 2014
Chapman, Collins, Agostinelli & Shaw, PC, CPAs October 1986 - September 1996
Skills
Management, Project Management, Supervising, ERISA Consulting, Risk Management, Retirement Plan..., Qualified Retirement..., 401k Plan Consultant, Strategic Planning, Audit Liason, 401k Plan Adminstration, Retirement Planning, Leadership, Retirement Solutions, Retirement Plan..., Process Improvement, Relationship Management, Vendor Management, Employee Benefits, ERISA
Education
Rochester Institute of Technology - Saunders College of Business 1991 — 1993
Bachelor's degree, Accounting
Rochester Institute of Technology 1981 — 1983
Bachelor of Science (B.S.), Accounting
Beltz Ianni & Associates, LLC May 2014 - Present
EPIC Advisors, Inc. September 1996 - April 2014
Chapman, Collins, Agostinelli & Shaw, PC, CPAs October 1986 - September 1996
Skills
Management, Project Management, Supervising, ERISA Consulting, Risk Management, Retirement Plan..., Qualified Retirement..., 401k Plan Consultant, Strategic Planning, Audit Liason, 401k Plan Adminstration, Retirement Planning, Leadership, Retirement Solutions, Retirement Plan..., Process Improvement, Relationship Management, Vendor Management, Employee Benefits, ERISA
Education
Rochester Institute of Technology - Saunders College of Business 1991 — 1993
Bachelor's degree, Accounting
Rochester Institute of Technology 1981 — 1983
Bachelor of Science (B.S.), Accounting
Gregory Zubal Gregory Zubal's EPIC Advisors, Inc. Experience May 2012 - Present
Job Student at State University of New York College at Brockport
Industry Accounting
Experience
EPIC Advisors, Inc. May 2012 - Present
EPIC Advisors, Inc. June 2014 - August 2014
The College at Brockport State University Of New York February 2013 - May 2014
Krony's Pizza Etc. September 2008 - May 2013
Skills
Accounting, Finance, Microsoft Office, Communication
Education
St. John Fisher College 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
State University of New York College at Brockport 2011 — 2014
Bachelor of Science (BS), Accounting and Finance Double Major
EPIC Advisors, Inc. May 2012 - Present
EPIC Advisors, Inc. June 2014 - August 2014
The College at Brockport State University Of New York February 2013 - May 2014
Krony's Pizza Etc. September 2008 - May 2013
Skills
Accounting, Finance, Microsoft Office, Communication
Education
St. John Fisher College 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
State University of New York College at Brockport 2011 — 2014
Bachelor of Science (BS), Accounting and Finance Double Major
Elana Augustine Elana Augustine's EPIC Advisors, Inc. Experience March 2005 - February 2007
Job Executive Assistant
Industry Computer Networking
Experience
Conway & Owen, Inc. Engineering July 2013 - March 2015
Larsen Engineers February 2013 - July 2013
Popli Design Group Architecture + Engineering January 2011 - June 2012
Nazareth College of Rochester September 2008 - May 2011
Parrone Engineering October 2007 - December 2010
Butler/Till February 2007 - October 2007
EPIC Advisors, Inc. March 2005 - February 2007
Skills
Proposal Writing, Public Relations, Marketing, Event Planning, Trade Shows, Writing, Grammar, Editing, Marketing Communications, Organization, Problem Solving, Photoshop, InDesign, Social Media, Speaking, Reading, and..., MS Office Suite, Licensed Notary in..., Grammar and Proofreading, Collaboration, Proofreading, Microsoft Office, Training, CRM, Speaking, Reading, and..., Adobe Illustrator,..., Joomla, Survey Monkey, Outstanding time..., Multi Tasking, Constant Contact, WordPress, Blogging, Time Management
Education
Nazareth College of Rochester 2008 — 2011
M.S., Management
Saint John Fisher College 1999 — 2003
B.S., Management/Marketing
Conway & Owen, Inc. Engineering July 2013 - March 2015
Larsen Engineers February 2013 - July 2013
Popli Design Group Architecture + Engineering January 2011 - June 2012
Nazareth College of Rochester September 2008 - May 2011
Parrone Engineering October 2007 - December 2010
Butler/Till February 2007 - October 2007
EPIC Advisors, Inc. March 2005 - February 2007
Skills
Proposal Writing, Public Relations, Marketing, Event Planning, Trade Shows, Writing, Grammar, Editing, Marketing Communications, Organization, Problem Solving, Photoshop, InDesign, Social Media, Speaking, Reading, and..., MS Office Suite, Licensed Notary in..., Grammar and Proofreading, Collaboration, Proofreading, Microsoft Office, Training, CRM, Speaking, Reading, and..., Adobe Illustrator,..., Joomla, Survey Monkey, Outstanding time..., Multi Tasking, Constant Contact, WordPress, Blogging, Time Management
Education
Nazareth College of Rochester 2008 — 2011
M.S., Management
Saint John Fisher College 1999 — 2003
B.S., Management/Marketing
Kimberly DiMaria Kimberly DiMaria's EPIC Advisors, Inc. Experience August 1998 - May 2013
Job Manager, Marketing & Communications at Beltz,Ianni & Associates
Industry Financial Services
Experience
Beltz,Ianni & Associates May 2013 - Present
EPIC Advisors, Inc. August 1998 - May 2013
Education
State University of New York College at Brockport
Bachelor of Science (B.S.), Business Administration, Marketing
Beltz,Ianni & Associates May 2013 - Present
EPIC Advisors, Inc. August 1998 - May 2013
Education
State University of New York College at Brockport
Bachelor of Science (B.S.), Business Administration, Marketing
Shaune Oppelt Shaune Oppelt's EPIC Advisors, Inc. Experience
Job Relationship Manager at EPIC Advisors, Inc.
Industry Financial Services
Experience
EPIC Advisors, Inc.
Skills
Relationship Management, 401k, Retirement, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, Pensions, Customer Service, Series 6
Education
University of Rochester 1996 — 2000
Economics, Economics
EPIC Advisors, Inc.
Skills
Relationship Management, 401k, Retirement, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, Pensions, Customer Service, Series 6
Education
University of Rochester 1996 — 2000
Economics, Economics
Jen Whiteside Jen Whiteside's EPIC Advisors, Inc. Experience March 2004 - January 2006
Job Creative Director, Jenny Whiteside Design
Industry Graphic Design
Experience
Jenny Whiteside Design January 2006 - Present
EPIC Advisors, Inc. March 2004 - January 2006
virtualFactory, inc. 1999 - 2001
Skills
Print & Electronic..., Graphic Design, Photography, Video Production, InDesign, Graphics, Adobe Creative Suite, Art Direction
Education
Rochester Institute of Technology 1999 — 2001
BS, Biomedical Photographic Communications
Jenny Whiteside Design January 2006 - Present
EPIC Advisors, Inc. March 2004 - January 2006
virtualFactory, inc. 1999 - 2001
Skills
Print & Electronic..., Graphic Design, Photography, Video Production, InDesign, Graphics, Adobe Creative Suite, Art Direction
Education
Rochester Institute of Technology 1999 — 2001
BS, Biomedical Photographic Communications
Colleen Coyle Colleen Coyle's EPIC Advisors, Inc. Experience April 2015 - Present
Job .
Industry Financial Services
Experience
EPIC Advisors, Inc. April 2015 - Present
Dorschel Automotive Group July 2014 - August 2015
Metro mattress October 2013 - June 2014
University of Rochester June 2011 - June 2013
Circuit City October 2007 - March 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Sales, Leadership, Team Building, Customer Satisfaction, Analysis, Training, Teamwork, Negotiation, Inventory Management, Access
Education
University of Rochester 2012 — 2013
Business Administration and Management, General
State University of New York College at Brockport 2006 — 2011
Bachelor of Science (BS), Mathematics
EPIC Advisors, Inc. April 2015 - Present
Dorschel Automotive Group July 2014 - August 2015
Metro mattress October 2013 - June 2014
University of Rochester June 2011 - June 2013
Circuit City October 2007 - March 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Sales, Leadership, Team Building, Customer Satisfaction, Analysis, Training, Teamwork, Negotiation, Inventory Management, Access
Education
University of Rochester 2012 — 2013
Business Administration and Management, General
State University of New York College at Brockport 2006 — 2011
Bachelor of Science (BS), Mathematics
Kathy Vida Kathy Vida's EPIC Advisors, Inc. Experience February 2012 - Present
Job Conversion Project Manager at EPIC Advisors, Inc.
Industry Financial Services
Experience
EPIC Advisors, Inc. February 2012 - Present
PensionTrend, Inc 2008 - February 2012
Comerica Bank 2003 - 2008
Comerica Bank 2000 - 2003
Comerica Bank 1996 - 2000
Skills
401k, Relationship Management, Retirement, Wealth Management, Pensions, Employee Benefits, Mutual Funds, Customer Service, Strategic Financial...
Education
Michigan State University 1992 — 1996
B.A., Human Resource Management
EPIC Advisors, Inc. February 2012 - Present
PensionTrend, Inc 2008 - February 2012
Comerica Bank 2003 - 2008
Comerica Bank 2000 - 2003
Comerica Bank 1996 - 2000
Skills
401k, Relationship Management, Retirement, Wealth Management, Pensions, Employee Benefits, Mutual Funds, Customer Service, Strategic Financial...
Education
Michigan State University 1992 — 1996
B.A., Human Resource Management
John Burnett, QKA John Burnett, QKA's EPIC Advisors, Inc. Experience December 2004 - Present
Job Sr. Compliance Specialist at EPIC Advisors, Inc.
Industry Financial Services
Experience
EPIC Advisors, Inc. December 2004 - Present
Skills
Profit Sharing, Retirement Plan..., 401k, Retirement, Compliance Training, Compliance Monitoring, Defined Contribution, Process Improvement
Education
SUNY Brockport 1998 — 2000
Bachelor's degree, Business Administration and Management, General
EPIC Advisors, Inc. December 2004 - Present
Skills
Profit Sharing, Retirement Plan..., 401k, Retirement, Compliance Training, Compliance Monitoring, Defined Contribution, Process Improvement
Education
SUNY Brockport 1998 — 2000
Bachelor's degree, Business Administration and Management, General
Hank Wedow Hank Wedow's EPIC Advisors, Inc. Experience August 2013 - May 2014
Job Summer Analyst at Townhouse Partners
Industry Financial Services
Experience
Rochester College Town Properties September 2014 - Present
Townhouse Partners May 2015 - August 2015
ROC Curbing, LLC January 2012 - November 2014
EPIC Advisors, Inc. August 2013 - May 2014
Education
University of Rochester 2012 — 2016
Bachelor of Financial Economics
University of Rochester 2012 — 2016
Certificate
Investment Banking Institute (IBI)
Rochester College Town Properties September 2014 - Present
Townhouse Partners May 2015 - August 2015
ROC Curbing, LLC January 2012 - November 2014
EPIC Advisors, Inc. August 2013 - May 2014
Education
University of Rochester 2012 — 2016
Bachelor of Financial Economics
University of Rochester 2012 — 2016
Certificate
Investment Banking Institute (IBI)
Gibran Ahmed's EPIC Advisors, Inc. Experience May 2015 - August 2015
Job Student at Cornell University
Industry Information Services
Experience
EPIC Advisors, Inc. May 2015 - August 2015
DICK'S Sporting Goods August 2014 - May 2015
American Eagle Outfitters May 2012 - September 2012
Arthritis Center of Rochester May 2009 - August 2012
Skills
Customer Service, Microsoft Word, PowerPoint, Sales, Time Management, Merchandising, Leadership
Education
Cornell University
Information Science
Pittsford Mendon High School
High School Diploma, General Studies
EPIC Advisors, Inc. May 2015 - August 2015
DICK'S Sporting Goods August 2014 - May 2015
American Eagle Outfitters May 2012 - September 2012
Arthritis Center of Rochester May 2009 - August 2012
Skills
Customer Service, Microsoft Word, PowerPoint, Sales, Time Management, Merchandising, Leadership
Education
Cornell University
Information Science
Pittsford Mendon High School
High School Diploma, General Studies
Spiro Theodorakakos, AIF QKA QPFC Spiro Theodorakakos, AIF QKA QPFC's EPIC Advisors, Inc. Experience October 2014 - Present
Job Sr. Relationship Manager at EPIC Advisors, Inc.
Industry Financial Services
Experience
EPIC Advisors, Inc. October 2014 - Present
EPIC Advisors, Inc. May 2007 - Present
Paychex, Inc September 2004 - May 2007
Skills
Strategic Partnerships, Retirement Planning, Financial Services, Sales, Relationship Management, Mutual Funds, Retirement, Investments, Account Management, 401k, Salesforce.com, New Business Development, Customer Service, Leadership, Employee Benefits, Management, Marketing, Banking, Pensions, Defined Contribution, Retirement Plan..., Defined Benefit, ERISA
Education
St. Bonaventure University 1999 — 2003
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
McQuaid Jesuit 1996 — 1999
EPIC Advisors, Inc. October 2014 - Present
EPIC Advisors, Inc. May 2007 - Present
Paychex, Inc September 2004 - May 2007
Skills
Strategic Partnerships, Retirement Planning, Financial Services, Sales, Relationship Management, Mutual Funds, Retirement, Investments, Account Management, 401k, Salesforce.com, New Business Development, Customer Service, Leadership, Employee Benefits, Management, Marketing, Banking, Pensions, Defined Contribution, Retirement Plan..., Defined Benefit, ERISA
Education
St. Bonaventure University 1999 — 2003
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
McQuaid Jesuit 1996 — 1999
Michael Follaco, QKA Michael Follaco, QKA's EPIC Advisors, Inc. Experience April 2007 - October 2011
Job Retirement Services Client Relationship Account Manager
Industry Financial Services
Mark S. Mazzochetti, CISP Mark S. Mazzochetti, CISP's EPIC Advisors, Inc. Experience August 2000 - December 2002
Job Vice President & Retirement Services Officer at Canandaigua National Bank and Trust Co.
Industry Banking
Experience
Canandaigua National Bank & Trust Company December 2002 - Present
EPIC Advisors, Inc. August 2000 - December 2002
M&T Bank June 1999 - August 2000
First National Bank of Rochester November 1997 - June 1999
First National Bank of Rochester April 1994 - November 1997
M&T Bank December 1993 - April 1994
M&T Bank October 1992 - December 1993
Central Trust Company March 1991 - October 1992
Central Trust Company July 1990 - March 1991
Central Trust Company December 1987 - July 1990
Skills
401k, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, Self Directed IRA, Banking, Financial Services, Mutual Funds, Stocks, Coverdell Education..., Microsoft Excel, Bonds, Investments, Retirement Planning, Commercial Lending, Financial Analysis, Leadership, Management, Customer Service, Portfolio Management, Finance
Education
St. John Fisher College 1982 — 1987
BS, Management/Marketing
Bishop Kearney High School 1979 — 1982
NY State Regents Diploma
Canandaigua National Bank & Trust Company December 2002 - Present
EPIC Advisors, Inc. August 2000 - December 2002
M&T Bank June 1999 - August 2000
First National Bank of Rochester November 1997 - June 1999
First National Bank of Rochester April 1994 - November 1997
M&T Bank December 1993 - April 1994
M&T Bank October 1992 - December 1993
Central Trust Company March 1991 - October 1992
Central Trust Company July 1990 - March 1991
Central Trust Company December 1987 - July 1990
Skills
401k, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, Self Directed IRA, Banking, Financial Services, Mutual Funds, Stocks, Coverdell Education..., Microsoft Excel, Bonds, Investments, Retirement Planning, Commercial Lending, Financial Analysis, Leadership, Management, Customer Service, Portfolio Management, Finance
Education
St. John Fisher College 1982 — 1987
BS, Management/Marketing
Bishop Kearney High School 1979 — 1982
NY State Regents Diploma
Denise Zubal, QKA, QPA Denise Zubal, QKA, QPA's EPIC Advisors, Inc. Experience November 1997 - Present
Job Senior Balance Forward Pension Administrator at EPIC Advisors, Inc.
Industry Financial Services
Experience
EPIC Advisors, Inc. November 1997 - Present
Cortland Brovitz & Co. Accounting Firm October 1984 - November 1997
Skills
Pension Administration, 401k, Pensions, Defined Contribution, Retirement Planning, Financial Services, Employee Benefits, Retirement, ERISA, Benefits Administration, Retirement Plan..., Profit Sharing, Crystal Reports
Education
The College of Saint Rose 1977 — 1981
Bachelor's degree, Mathematics/Sociology
Bethlehem Central High School
EPIC Advisors, Inc. November 1997 - Present
Cortland Brovitz & Co. Accounting Firm October 1984 - November 1997
Skills
Pension Administration, 401k, Pensions, Defined Contribution, Retirement Planning, Financial Services, Employee Benefits, Retirement, ERISA, Benefits Administration, Retirement Plan..., Profit Sharing, Crystal Reports
Education
The College of Saint Rose 1977 — 1981
Bachelor's degree, Mathematics/Sociology
Bethlehem Central High School
Jim Clapp, QKA Jim Clapp, QKA's EPIC Advisors, Inc. Experience March 2008 - Present
Job Client Advisor at EPIC Advisors, Inc.
Industry Financial Services
Experience
EPIC Advisors, Inc. March 2008 - Present
Paychex June 2006 - August 2008
Skills
401k, Retirement Planning, Mutual Funds, Asset Allocation, Retirement, Benefits Administration, Relationship Management, Investment Advisory
Education
St. John Fisher College 1993 — 1997
B.S., Accounting
Auburn High School 1989 — 1993
EPIC Advisors, Inc. March 2008 - Present
Paychex June 2006 - August 2008
Skills
401k, Retirement Planning, Mutual Funds, Asset Allocation, Retirement, Benefits Administration, Relationship Management, Investment Advisory
Education
St. John Fisher College 1993 — 1997
B.S., Accounting
Auburn High School 1989 — 1993
James Romanenko's EPIC Advisors, Inc. Experience January 2006 - December 2007
Job Systems Admin at YellowPageCity Inc.
Industry Computer Hardware
Experience
Garlock Family of Companies November 2013 - Present
YellowPageCity Inc. February 2013 - October 2013
Fulton, Friedman & Gullace LLP July 2011 - February 2013
Fixmypc Computer Store October 2010 - January 2012
Unisys February 2010 - November 2010
SMARTECH & Associates, LP October 2009 - January 2010
Xerox October 2008 - October 2009
IKON Office Solutions December 2007 - August 2008
EPIC Advisors, Inc. January 2006 - December 2007
ADT July 2004 - June 2006
Skills
IT Operations, IT Management, Microsoft Exchange, Microsoft SQL Server, CRM, Network Administration, System Administration, Operating Systems, PC building, Help Desk Support, Call Centers, Microsoft Technologies, Technical Support, Troubleshooting, XP, Networking, Hardware, Computer Hardware, Windows Server, Security, VPN, Laptops, Software Installation, Printers, Group Policy, Active Directory, Testing, Windows XP, Citrix, Windows 7, SCCM, Disaster Recovery, LAN-WAN
Education
University of Rochester 2000 — 2004
BA, Psychology
Garlock Family of Companies November 2013 - Present
YellowPageCity Inc. February 2013 - October 2013
Fulton, Friedman & Gullace LLP July 2011 - February 2013
Fixmypc Computer Store October 2010 - January 2012
Unisys February 2010 - November 2010
SMARTECH & Associates, LP October 2009 - January 2010
Xerox October 2008 - October 2009
IKON Office Solutions December 2007 - August 2008
EPIC Advisors, Inc. January 2006 - December 2007
ADT July 2004 - June 2006
Skills
IT Operations, IT Management, Microsoft Exchange, Microsoft SQL Server, CRM, Network Administration, System Administration, Operating Systems, PC building, Help Desk Support, Call Centers, Microsoft Technologies, Technical Support, Troubleshooting, XP, Networking, Hardware, Computer Hardware, Windows Server, Security, VPN, Laptops, Software Installation, Printers, Group Policy, Active Directory, Testing, Windows XP, Citrix, Windows 7, SCCM, Disaster Recovery, LAN-WAN
Education
University of Rochester 2000 — 2004
BA, Psychology
Jill Andrews Jill Andrews's EPIC Advisors, Inc. Experience October 2005 - December 2007
Job at
Industry Financial Services
Experience
Aon Hewitt May 2014 - Present
The Newport Group August 2013 - May 2014
MassMutual Financial Group January 2013 - June 2013
The Hartford November 2011 - December 2012
The Hartford March 2008 - November 2011
Merrill Lynch December 2007 - March 2008
EPIC Advisors, Inc. October 2005 - December 2007
USI Consulting Group July 1998 - June 2005
Skills
Wealth Management, Defined Benefit
Education
Catawba College 1994 — 1998
Bachelor of Arts (B.A.), Mathematics
Aon Hewitt May 2014 - Present
The Newport Group August 2013 - May 2014
MassMutual Financial Group January 2013 - June 2013
The Hartford November 2011 - December 2012
The Hartford March 2008 - November 2011
Merrill Lynch December 2007 - March 2008
EPIC Advisors, Inc. October 2005 - December 2007
USI Consulting Group July 1998 - June 2005
Skills
Wealth Management, Defined Benefit
Education
Catawba College 1994 — 1998
Bachelor of Arts (B.A.), Mathematics
Colleen Peters Colleen Peters's EPIC Advisors, Inc. Experience 2012 - Present
Job Client Service Specialist at EPIC Advisors, Inc.
Industry Financial Services
Experience
EPIC Advisors, Inc. 2012 - Present
The OMNI Group 2010 - 2012
Enterprise Rent-A-Car 2006 - 2009
Skills
Branch Management, Management, Branch Banking, Fleet Management, Marketing, Loans, Cross Selling, Microsoft Excel, 401k, 457 Plans, 403 b, Retirement Benefits, Employee Benefits
Education
SUNY Oswego
EPIC Advisors, Inc. 2012 - Present
The OMNI Group 2010 - 2012
Enterprise Rent-A-Car 2006 - 2009
Skills
Branch Management, Management, Branch Banking, Fleet Management, Marketing, Loans, Cross Selling, Microsoft Excel, 401k, 457 Plans, 403 b, Retirement Benefits, Employee Benefits
Education
SUNY Oswego
Stephen Toner, CFP(R), CRSP Stephen Toner, CFP(R), CRSP's EPIC Advisors, Inc. Experience July 1995 - October 1996
Job Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank August 2010 - Present
Medaille College July 2008 - Present
M&T Bank October 1996 - February 2010
EPIC Advisors, Inc. July 1995 - October 1996
JPMorgan Chase July 1990 - July 1995
Skills
Banking, Management, Risk Management, Portfolio Management, Employee Benefits, Public Speaking, Investments, Project Management, Financial Services, Mutual Funds, Finance, Financial Risk
Education
University of Rochester - Simon Business School 1995 — 2008
MBA, Finance & Corporate Accounting
Rochester Institute of Technology
Bachelor Science, Business, Accounting
HSBC Private Bank August 2010 - Present
Medaille College July 2008 - Present
M&T Bank October 1996 - February 2010
EPIC Advisors, Inc. July 1995 - October 1996
JPMorgan Chase July 1990 - July 1995
Skills
Banking, Management, Risk Management, Portfolio Management, Employee Benefits, Public Speaking, Investments, Project Management, Financial Services, Mutual Funds, Finance, Financial Risk
Education
University of Rochester - Simon Business School 1995 — 2008
MBA, Finance & Corporate Accounting
Rochester Institute of Technology
Bachelor Science, Business, Accounting
Jessica Curtin, QKA, QPFC, TGPC Jessica Curtin, QKA, QPFC, TGPC's EPIC Advisors, Inc. Experience September 2014 - Present
Job Account Manager at EPIC Advisors, Inc.
Industry Financial Services
Experience
EPIC Advisors, Inc. September 2014 - Present
EPIC Advisors, Inc. June 2014 - September 2014
EPIC Advisors, Inc. April 2008 - June 2014
Paychex January 2006 - April 2008
MGM Associates of Rochester 2002 - 2006
Paychex 1999 - 2002
Skills
401k, Retirement, Defined Contribution, Asset Allocation, Benefits Administration, Financial Analysis, Mutual Funds, Relationship Management, Financial Services, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Business Relationship..., Employee Benefits, Defined Benefit, Retirement Planning, Underwriting, Pension Administration, Microsoft Excel, Time Management, Leadership, Insurance, Process Improvement, Account Management, Banking, Pensions, ERISA, Investment Strategies, Team Building
Education
Rochester Institute of Technology 1988 — 1992
BS, Business Administration - Finance
Spencerport Central School 1984 — 1988
Regents Diploma
EPIC Advisors, Inc. September 2014 - Present
EPIC Advisors, Inc. June 2014 - September 2014
EPIC Advisors, Inc. April 2008 - June 2014
Paychex January 2006 - April 2008
MGM Associates of Rochester 2002 - 2006
Paychex 1999 - 2002
Skills
401k, Retirement, Defined Contribution, Asset Allocation, Benefits Administration, Financial Analysis, Mutual Funds, Relationship Management, Financial Services, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Business Relationship..., Employee Benefits, Defined Benefit, Retirement Planning, Underwriting, Pension Administration, Microsoft Excel, Time Management, Leadership, Insurance, Process Improvement, Account Management, Banking, Pensions, ERISA, Investment Strategies, Team Building
Education
Rochester Institute of Technology 1988 — 1992
BS, Business Administration - Finance
Spencerport Central School 1984 — 1988
Regents Diploma
Ted Potter Ted Potter's EPIC Advisors, Inc. Experience December 2009 - April 2011
Job Technical Manager at Tribridge
Industry Information Technology and Services
Experience
Tribridge January 2015 - Present
Tribridge August 2011 - Present
Envisage Information Systems February 2011 - August 2011
EPIC Advisors, Inc. December 2009 - April 2011
Croop-LaFrance June 2009 - November 2009
Frontier Abstract and Research Services, Inc. June 2009 - July 2009
BenchMarque Solutions January 2009 - June 2009
Xerox December 1999 - January 2009
Ajettix 2002 - 2004
Click2learn, Inc February 1998 - December 1999
Skills
SharePoint, SharePoint Designer, Microsoft SQL Server, Web Development, MySQL, Agile Methodologies, Software Development, C#, JavaScript, Integration, ASP.NET, SQL, Process Improvement, Business Analysis, Business Intelligence, .NET, Databases, Oracle, IT Management, Testing, ERP, CRM, Requirements Gathering, Visual Basic, Project Management, Cross-functional Team..., Requirements Analysis, Troubleshooting, Security, Data Center
Education
Carnegie Mellon University
Technical Writing
Penn State University
BS Electrical Engineering, Computer Science
Tribridge January 2015 - Present
Tribridge August 2011 - Present
Envisage Information Systems February 2011 - August 2011
EPIC Advisors, Inc. December 2009 - April 2011
Croop-LaFrance June 2009 - November 2009
Frontier Abstract and Research Services, Inc. June 2009 - July 2009
BenchMarque Solutions January 2009 - June 2009
Xerox December 1999 - January 2009
Ajettix 2002 - 2004
Click2learn, Inc February 1998 - December 1999
Skills
SharePoint, SharePoint Designer, Microsoft SQL Server, Web Development, MySQL, Agile Methodologies, Software Development, C#, JavaScript, Integration, ASP.NET, SQL, Process Improvement, Business Analysis, Business Intelligence, .NET, Databases, Oracle, IT Management, Testing, ERP, CRM, Requirements Gathering, Visual Basic, Project Management, Cross-functional Team..., Requirements Analysis, Troubleshooting, Security, Data Center
Education
Carnegie Mellon University
Technical Writing
Penn State University
BS Electrical Engineering, Computer Science
Cesar Vazquez Jr Cesar Vazquez Jr's EPIC Advisors, Inc. Experience September 2015 - Present
Job Account Executive at Lifetime Benefit Solutions, Inc.
Industry Management Consulting
Experience
EPIC Advisors, Inc. September 2015 - Present
EBS-RMSCO, Inc May 2010 - September 2015
Lifetime Benefit Solutions, Inc. January 2000 - September 2015
EBS-RMSCO, Inc January 2000 - May 2010
Skills
Employee Benefits, Health Savings Accounts, Health Insurance, Benefits Administration, Defined Benefit, Insurance, 401k, ERISA, COBRA, Human Resources, Employee Relations, HRIS, Retirement, Pensions, Long-term Care, Deferred Compensation, Pension Administration, Open Enrollment, Life Insurance
Education
Monroe Community College
Associate's degree, Business Administration, Management and Operations
St. John Fisher College
Bachelor's degree, Accounting
EPIC Advisors, Inc. September 2015 - Present
EBS-RMSCO, Inc May 2010 - September 2015
Lifetime Benefit Solutions, Inc. January 2000 - September 2015
EBS-RMSCO, Inc January 2000 - May 2010
Skills
Employee Benefits, Health Savings Accounts, Health Insurance, Benefits Administration, Defined Benefit, Insurance, 401k, ERISA, COBRA, Human Resources, Employee Relations, HRIS, Retirement, Pensions, Long-term Care, Deferred Compensation, Pension Administration, Open Enrollment, Life Insurance
Education
Monroe Community College
Associate's degree, Business Administration, Management and Operations
St. John Fisher College
Bachelor's degree, Accounting
Renee Cocca Renee Cocca's EPIC Advisors, Inc. Experience August 2002 - May 2005
Job Client Support Engineer at Blackboard
Industry Information Technology and Services
Experience
Blackboard August 2014 - Present
Sutherland Global Services August 2010 - August 2014
Sutherland Global Services December 2009 - August 2010
Town of Livonia November 2008 - May 2009
TGIB Marketing Inc. November 2004 - May 2008
EPIC Advisors, Inc. August 2002 - May 2005
Fleet Boston Financial April 2001 - August 2002
Skills
Technical Support, Service Delivery, Sla, Incident Management, Troubleshooting, Transition Management, Management, Call Centers, Offshoring, Workforce Management, Service Desk, Team Leadership, Windows, System Administration, Call Center, ITIL, IT Service Management, BPO, Vendor Management, Active Directory, Escalation, Financial Accounting, Software Documentation, Leadership, Java, JavaScript, Linux
Education
Rochester Institute of Technology 2010 — 2011
Masters in IT
Monroe Community College 2008 — 2010
Information Technology
Loyola University of Chicago 1996 — 2001
Bachelor of Business Administration (BBA), Finance, General
Blackboard August 2014 - Present
Sutherland Global Services August 2010 - August 2014
Sutherland Global Services December 2009 - August 2010
Town of Livonia November 2008 - May 2009
TGIB Marketing Inc. November 2004 - May 2008
EPIC Advisors, Inc. August 2002 - May 2005
Fleet Boston Financial April 2001 - August 2002
Skills
Technical Support, Service Delivery, Sla, Incident Management, Troubleshooting, Transition Management, Management, Call Centers, Offshoring, Workforce Management, Service Desk, Team Leadership, Windows, System Administration, Call Center, ITIL, IT Service Management, BPO, Vendor Management, Active Directory, Escalation, Financial Accounting, Software Documentation, Leadership, Java, JavaScript, Linux
Education
Rochester Institute of Technology 2010 — 2011
Masters in IT
Monroe Community College 2008 — 2010
Information Technology
Loyola University of Chicago 1996 — 2001
Bachelor of Business Administration (BBA), Finance, General
Barbara Hobden's EPIC Advisors, Inc. Experience 1996 - 2002
Job Government Administration Professional
Industry Government Administration
Experience
City of Anna, Texas 2004 - 2007
City of Princeton TX 2005 - 2006
First Bank 2003 - 2004
EPIC Advisors, Inc. 1996 - 2002
City of McKinney 1993 - 1995
Skills
Microst Office, Access, Microsoft Excel, Microsoft Word, Administrative..., Employee Benefits, Customer Service, Government, General Ledger, AP/AR, All Payroll Processes, Human Resources..., AS400 system, Invision, Outlook, Human Resources
Education
Collin County Community College 2010 — 2013
Current Student, General Business, GPA 3.93
Texas A&M University-Commerce 1991 — 1992
Business & Computer Information Systems, GPA 4.0
City of Anna, Texas 2004 - 2007
City of Princeton TX 2005 - 2006
First Bank 2003 - 2004
EPIC Advisors, Inc. 1996 - 2002
City of McKinney 1993 - 1995
Skills
Microst Office, Access, Microsoft Excel, Microsoft Word, Administrative..., Employee Benefits, Customer Service, Government, General Ledger, AP/AR, All Payroll Processes, Human Resources..., AS400 system, Invision, Outlook, Human Resources
Education
Collin County Community College 2010 — 2013
Current Student, General Business, GPA 3.93
Texas A&M University-Commerce 1991 — 1992
Business & Computer Information Systems, GPA 4.0
Taylor Dailey's EPIC Advisors, Inc. Experience May 2012 - January 2014
Job Student at Canisius College
Industry Financial Services
Experience
Beltz Ianni & Associates, LLC June 2014 - August 2014
EPIC Advisors, Inc. May 2012 - January 2014
Sprucelands Camp June 2010 - August 2012
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Customer Service, Public Speaking, Leadership, Social Media, Teamwork, Research
Education
Canisius College 2015 — 2016
Master of Business Administration (M.B.A.)
Canisius College 2011 — 2015
Finance, General
Beltz Ianni & Associates, LLC June 2014 - August 2014
EPIC Advisors, Inc. May 2012 - January 2014
Sprucelands Camp June 2010 - August 2012
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Customer Service, Public Speaking, Leadership, Social Media, Teamwork, Research
Education
Canisius College 2015 — 2016
Master of Business Administration (M.B.A.)
Canisius College 2011 — 2015
Finance, General
Rhiannon Rossi's EPIC Advisors, Inc. Experience June 2015 - Present
Job Participant Service Center Rep at EPIC Advisors, Inc.
Industry Automotive
Experience
EPIC Advisors, Inc. June 2015 - Present
Wegmans Food Markets December 2006 - Present
Dorschel Automotive November 2012 - May 2015
Skills
Time Management, Communication, Microsoft Word, Customer Satisfaction, Research, Writing, Microsoft Excel, Analysis, Customer Service, PowerPoint, Teamwork, Microsoft Office, Data Entry, Leadership, Budgets, Data Analysis, Team Building, Sales Process, Training, Retail, Editing, Project Management, Project Planning, Schedule Control
Education
Gonzaga University 2009 — 2012
Master of Arts (MA), Communication and Leadership Studies
Rochester Institute of Technology 2004 — 2008
Bachelor of Science (BS), Advertising and Public Relations
EPIC Advisors, Inc. June 2015 - Present
Wegmans Food Markets December 2006 - Present
Dorschel Automotive November 2012 - May 2015
Skills
Time Management, Communication, Microsoft Word, Customer Satisfaction, Research, Writing, Microsoft Excel, Analysis, Customer Service, PowerPoint, Teamwork, Microsoft Office, Data Entry, Leadership, Budgets, Data Analysis, Team Building, Sales Process, Training, Retail, Editing, Project Management, Project Planning, Schedule Control
Education
Gonzaga University 2009 — 2012
Master of Arts (MA), Communication and Leadership Studies
Rochester Institute of Technology 2004 — 2008
Bachelor of Science (BS), Advertising and Public Relations
Kathryn Morrison, ERPA, QKA, QPA Kathryn Morrison, ERPA, QKA, QPA's EPIC Advisors, Inc. Experience June 2004 - October 2005
Job at
Industry Financial Services
Experience
The Pension Studio July 2015 - Present
Matthews Benefit Group September 2014 - Present
The Pension Studio, LLC October 2011 - September 2014
R.J.L. Pension Services, Inc. March 2010 - October 2011
Matthews Benefit Group December 2007 - March 2010
Hill Ward Henderson March 2006 - October 2006
EPIC Advisors, Inc. June 2004 - October 2005
Paychex April 2002 - June 2004
Raymond James Financial Inc. July 1998 - October 2001
Skills
Pensions, Retirement, Financial Services, Employee Benefits, Mutual Funds, 401k, Valuation
Education
University of South Florida - College of Business Administration 1996 — 1998
Bachelor of Arts (B.A.), International Business
St. Petersburg College 1992 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
The Pension Studio July 2015 - Present
Matthews Benefit Group September 2014 - Present
The Pension Studio, LLC October 2011 - September 2014
R.J.L. Pension Services, Inc. March 2010 - October 2011
Matthews Benefit Group December 2007 - March 2010
Hill Ward Henderson March 2006 - October 2006
EPIC Advisors, Inc. June 2004 - October 2005
Paychex April 2002 - June 2004
Raymond James Financial Inc. July 1998 - October 2001
Skills
Pensions, Retirement, Financial Services, Employee Benefits, Mutual Funds, 401k, Valuation
Education
University of South Florida - College of Business Administration 1996 — 1998
Bachelor of Arts (B.A.), International Business
St. Petersburg College 1992 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
Lori Hawkins's EPIC Advisors, Inc. Experience January 2006 - March 2009
Job Experienced Employee Benefits Professional
Industry Financial Services
Experience
Lifetime Benefit Solutions, Inc. October 2012 - Present
Lifetime Benefit Solutions (formerly EBS-RMSCO) August 2010 - October 2012
EPIC Advisors, Inc. January 2006 - March 2009
QIA 2008 - 2008
Citizens Banking Corporation December 2003 - December 2005
Fidelity Investments 1993 - 2002
Skills
Process Improvement, Product Management, Project Management, Management, Six Sigma, Strategic Planning, Business Planning, Mutual Funds, Financial Services, Wealth Management, Defined Contribution, Retirement, Investments, 401k, Series 7, Product Development, Relationship Management
Education
University of Michigan 1981 — 1990
MBA, Finance
Lifetime Benefit Solutions, Inc. October 2012 - Present
Lifetime Benefit Solutions (formerly EBS-RMSCO) August 2010 - October 2012
EPIC Advisors, Inc. January 2006 - March 2009
QIA 2008 - 2008
Citizens Banking Corporation December 2003 - December 2005
Fidelity Investments 1993 - 2002
Skills
Process Improvement, Product Management, Project Management, Management, Six Sigma, Strategic Planning, Business Planning, Mutual Funds, Financial Services, Wealth Management, Defined Contribution, Retirement, Investments, 401k, Series 7, Product Development, Relationship Management
Education
University of Michigan 1981 — 1990
MBA, Finance
Jeanne Blake Jeanne Blake's EPIC Advisors, Inc. Experience May 2014 - Present
Job Senior Manager of Consulting and Risk Management at EPIC Advisors, Inc.
Industry Human Resources
Experience
EPIC Advisors, Inc. May 2014 - Present
Paychex Inc May 1989 - May 2014
Skills
Employee Benefits, Payroll, 401k, Retirement, Benefits Administration, Human Resources, ERISA, Profit Sharing, Defined Contribution, Retirement Plan..., Management, Performance Management, Process Improvement, HRIS, Risk Management
Education
State University of New York College at Oswego 1979 — 1983
BS, Business Administration
Holland Patent Central School 1976 — 1979
EPIC Advisors, Inc. May 2014 - Present
Paychex Inc May 1989 - May 2014
Skills
Employee Benefits, Payroll, 401k, Retirement, Benefits Administration, Human Resources, ERISA, Profit Sharing, Defined Contribution, Retirement Plan..., Management, Performance Management, Process Improvement, HRIS, Risk Management
Education
State University of New York College at Oswego 1979 — 1983
BS, Business Administration
Holland Patent Central School 1976 — 1979
Jeff Gillette Jeff Gillette's EPIC Advisors, Inc. Experience June 2015 - Present
Job Relationship Manager at EPIC Advisors, Inc.
Industry Financial Services
Experience
EPIC Advisors, Inc. June 2015 - Present
The CIP Group December 2013 - May 2015
Beltz-Ianni & Associates August 2012 - December 2013
Brook-Lea Country Club August 2009 - April 2012
Paychex, Inc April 2007 - April 2009
Education
University of Pittsburgh 2001 — 2005
B.A., Political Science/History
EPIC Advisors, Inc. June 2015 - Present
The CIP Group December 2013 - May 2015
Beltz-Ianni & Associates August 2012 - December 2013
Brook-Lea Country Club August 2009 - April 2012
Paychex, Inc April 2007 - April 2009
Education
University of Pittsburgh 2001 — 2005
B.A., Political Science/History
Christopher Harris, QKA Christopher Harris, QKA's EPIC Advisors, Inc. Experience May 2014 - Present
Job Project Management and Programming
Industry Human Resources
Experience
EPIC Advisors, Inc. May 2014 - Present
EPIC Advisors, Inc. March 2011 - July 2014
Paychex 2005 - 2011
Skills
ASP.NET, Microsoft SQL Server, .NET, C#, WCF, Crystal Reports, T-SQL, TFS, IIS
Education
SUNY Geneseo 2001 — 2005
B.A. Computer Science, B.A. Mathematics
EPIC Advisors, Inc. May 2014 - Present
EPIC Advisors, Inc. March 2011 - July 2014
Paychex 2005 - 2011
Skills
ASP.NET, Microsoft SQL Server, .NET, C#, WCF, Crystal Reports, T-SQL, TFS, IIS
Education
SUNY Geneseo 2001 — 2005
B.A. Computer Science, B.A. Mathematics
Neil Steffen's EPIC Advisors, Inc. Experience April 1995 - Present
Job Senior Manager at EPIC Advisor's Inc.
Industry Financial Services
Experience
EPIC Advisor's Inc. April 1995 - Present
Chase Manhattan Bank January 1988 - April 1995
Skills
Mutual Funds, Financial Services, Retirement Planning, Leadership, Investments, Asset Allocation, Process Improvement, Wealth Management, Project Management, Relationship Management, Investment Advisory, 401k, Retirement, Pensions
Education
State University of New York College at Geneseo 1982 — 1986
EPIC Advisor's Inc. April 1995 - Present
Chase Manhattan Bank January 1988 - April 1995
Skills
Mutual Funds, Financial Services, Retirement Planning, Leadership, Investments, Asset Allocation, Process Improvement, Wealth Management, Project Management, Relationship Management, Investment Advisory, 401k, Retirement, Pensions
Education
State University of New York College at Geneseo 1982 — 1986
Lisa Suttell,QKA's EPIC Advisors, Inc. Experience July 2009 - Present
Job 401(k) Conversions Specialist at EPIC Advisors, Inc.
Industry Financial Services
Experience
EPIC Advisors, Inc. July 2009 - Present
RIT May 2007 - July 2009
EPIC Advisors, Inc. September 2005 - April 2007
Bank of America September 1995 - May 2005
Education
State University of New York College at Brockport 1990 — 1994
EPIC Advisors, Inc. July 2009 - Present
RIT May 2007 - July 2009
EPIC Advisors, Inc. September 2005 - April 2007
Bank of America September 1995 - May 2005
Education
State University of New York College at Brockport 1990 — 1994
Patrick Burke, Jr., QKA, TGPC's EPIC Advisors, Inc. Experience January 2009 - Present
Job Senior Account Manager
Industry Financial Services
Experience
EPIC Advisors, Inc. January 2009 - Present
EPIC Advisors, Inc. April 2008 - January 2010
The OMNI Group October 2002 - April 2008
Westover, Cary & Gray April 2000 - October 2002
Skills
Public Speaking, 401k, Retirement, Mutual Funds, Project Management, Manage Client..., Defined Contribution, Management, Investments, Defined Benefit, Pensions, Retirement Planning, Wealth Management, Strategic Planning, Employee Benefits, Financial Services, Customer Service, Leadership
Education
Aquinas Institute 1983 — 1987
High School
State University of New York College at Brockport
BS, Business Administration
EPIC Advisors, Inc. January 2009 - Present
EPIC Advisors, Inc. April 2008 - January 2010
The OMNI Group October 2002 - April 2008
Westover, Cary & Gray April 2000 - October 2002
Skills
Public Speaking, 401k, Retirement, Mutual Funds, Project Management, Manage Client..., Defined Contribution, Management, Investments, Defined Benefit, Pensions, Retirement Planning, Wealth Management, Strategic Planning, Employee Benefits, Financial Services, Customer Service, Leadership
Education
Aquinas Institute 1983 — 1987
High School
State University of New York College at Brockport
BS, Business Administration
Michael T. Upshur's EPIC Advisors, Inc. Experience December 2009 - February 2012
Job Transition Manager at OneAmerica
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. July 2014 - Present
ASPire Financial Services, LLC March 2013 - July 2014
USI Consulting Group April 2012 - March 2013
EPIC Advisors, Inc. December 2009 - February 2012
Wachovia Retirement Services June 2008 - November 2009
Wachovia August 2006 - June 2008
Towers Perrin October 2005 - August 2006
BISYS Retirement Services January 2004 - September 2005
GoInternet.com August 2003 - January 2004
Vanguard Group January 2001 - August 2003
Skills
Retirement, Project Management, ERISA, 401k, Relationship Management, Management, Leadership, Consulting, Coaching, Public Speaking, Training, Compliance, Microsoft Excel, Defined Contribution, Investments, Risk Management, Mutual Funds, Retirement Planning, Pensions, Analysis, Access, Business Planning, Series 63, Series 6, PowerPoint, Human Resources, Microsoft Word, Microsoft Powerpoint
Education
University of Pennsylvania 1992 — 1996
of Arts and Sciences Bachelors of Arts, International Relations
University City High School 1988 — 1992
Diploma, Mathematics & Sciences Magnet Program
OneAmerica Financial Partners Inc. July 2014 - Present
ASPire Financial Services, LLC March 2013 - July 2014
USI Consulting Group April 2012 - March 2013
EPIC Advisors, Inc. December 2009 - February 2012
Wachovia Retirement Services June 2008 - November 2009
Wachovia August 2006 - June 2008
Towers Perrin October 2005 - August 2006
BISYS Retirement Services January 2004 - September 2005
GoInternet.com August 2003 - January 2004
Vanguard Group January 2001 - August 2003
Skills
Retirement, Project Management, ERISA, 401k, Relationship Management, Management, Leadership, Consulting, Coaching, Public Speaking, Training, Compliance, Microsoft Excel, Defined Contribution, Investments, Risk Management, Mutual Funds, Retirement Planning, Pensions, Analysis, Access, Business Planning, Series 63, Series 6, PowerPoint, Human Resources, Microsoft Word, Microsoft Powerpoint
Education
University of Pennsylvania 1992 — 1996
of Arts and Sciences Bachelors of Arts, International Relations
University City High School 1988 — 1992
Diploma, Mathematics & Sciences Magnet Program
Jessica Walzer's EPIC Advisors, Inc. Experience January 2009 - June 2014
Job Client Relationship Manager at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage May 2015 - Present
Lifetime Benefit Solutions, Inc. June 2014 - May 2015
EPIC Advisors, Inc. January 2009 - June 2014
Paychex January 2008 - January 2009
Natapow Management June 2005 - September 2007
Skills
401k, Retirement Planning, Retirement Plan..., Mutual Funds, Retirement, Profit Sharing, Leadership, Defined Contribution, Investment Advisory, Employee Benefits, Financial Services, Relationship Management, Insurance
Education
State University of New York College at Brockport 2002 — 2006
B.S., History, Statistics
The Retirement Advantage May 2015 - Present
Lifetime Benefit Solutions, Inc. June 2014 - May 2015
EPIC Advisors, Inc. January 2009 - June 2014
Paychex January 2008 - January 2009
Natapow Management June 2005 - September 2007
Skills
401k, Retirement Planning, Retirement Plan..., Mutual Funds, Retirement, Profit Sharing, Leadership, Defined Contribution, Investment Advisory, Employee Benefits, Financial Services, Relationship Management, Insurance
Education
State University of New York College at Brockport 2002 — 2006
B.S., History, Statistics
Sue Mills, QKA's EPIC Advisors, Inc. Experience January 2009 - March 2015
Job compliance specialist at EPIC Advisors, Inc.
Industry Financial Services
Experience
EPIC Advisors, Inc. January 2009 - March 2015
Omni Financial Group February 2008 - January 2009
Citizens Bank May 2001 - January 2008
Frick Enterprises May 1990 - April 2001
Skills
Mutual Funds, Employee Benefits, Retirement, Financial Services, Investments, Retirement Planning, Outlook, PowerPoint, 401k, Defined Contribution, Asset Allocation, ERISA, Profit Sharing
Education
Bowling Green State University 1987 — 1991
BS, Elementary Education
Westfall High School
EPIC Advisors, Inc. January 2009 - March 2015
Omni Financial Group February 2008 - January 2009
Citizens Bank May 2001 - January 2008
Frick Enterprises May 1990 - April 2001
Skills
Mutual Funds, Employee Benefits, Retirement, Financial Services, Investments, Retirement Planning, Outlook, PowerPoint, 401k, Defined Contribution, Asset Allocation, ERISA, Profit Sharing
Education
Bowling Green State University 1987 — 1991
BS, Elementary Education
Westfall High School
Beth Garbe's EPIC Advisors, Inc. Experience 1996 - 2004
Job Accounting Office Team Leader
Industry Consumer Services
Experience
Genesee Valley Penny Saver December 2004 - Present
EPIC Advisors, Inc. 1996 - 2004
Education
Elmira College
BACHELOR'S, PSYCHOLOGY
Genesee Valley Penny Saver December 2004 - Present
EPIC Advisors, Inc. 1996 - 2004
Education
Elmira College
BACHELOR'S, PSYCHOLOGY
Susanne Guarney's EPIC Advisors, Inc. Experience February 2007 - December 2007
Job Operations Administrative Assistant at Hickey Freeman
Industry Executive Office
Experience
Hickey Freeman July 2014 - Present
Adecco March 2010 - September 2013
Kelly Services October 2008 - December 2009
EPIC Advisors, Inc. February 2007 - December 2007
Mercer Human Resource Consulting July 2005 - September 2006
Skills
Data Entry, Newsletters, Leadership, Administrative..., Analysis, Human Resources, Microsoft Office, Interviews, Customer Service, Team Leadership, Administration, Training, Office Management
Education
State University of New York College at Brockport 1993 — 1997
B.S., Social Work
Hickey Freeman July 2014 - Present
Adecco March 2010 - September 2013
Kelly Services October 2008 - December 2009
EPIC Advisors, Inc. February 2007 - December 2007
Mercer Human Resource Consulting July 2005 - September 2006
Skills
Data Entry, Newsletters, Leadership, Administrative..., Analysis, Human Resources, Microsoft Office, Interviews, Customer Service, Team Leadership, Administration, Training, Office Management
Education
State University of New York College at Brockport 1993 — 1997
B.S., Social Work
Deborah Bleier's EPIC Advisors, Inc. Experience December 2009 - Present
Job Human Resources Manager at EPIC Advisors, Inc.
Industry Financial Services
Experience
EPIC Advisors, Inc. December 2009 - Present
East House Corporation April 1992 - March 2009
Education
Monroe Community College
SUNY Empire State College
EPIC Advisors, Inc. December 2009 - Present
East House Corporation April 1992 - March 2009
Education
Monroe Community College
SUNY Empire State College
Brian Frazer, QKA's EPIC Advisors, Inc. Experience July 2012 - Present
Job Client Service Specialist at EPIC Advisors, Inc.
Industry Human Resources
Experience
EPIC Advisors, Inc. July 2012 - Present
Paychex September 2011 - July 2012
Paychex June 2003 - September 2011
Paychex February 2001 - June 2003
Paychex February 1999 - February 2001
Skills
Employee Benefits, 401k, COBRA, Payroll, Account Management, Salesforce.com, Insurance, Cold Calling, Disability Insurance, Health Insurance, Benefits Administration
Education
University of Dayton 1994 — 1998
Bachelor's degree, Marketing
EPIC Advisors, Inc. July 2012 - Present
Paychex September 2011 - July 2012
Paychex June 2003 - September 2011
Paychex February 2001 - June 2003
Paychex February 1999 - February 2001
Skills
Employee Benefits, 401k, COBRA, Payroll, Account Management, Salesforce.com, Insurance, Cold Calling, Disability Insurance, Health Insurance, Benefits Administration
Education
University of Dayton 1994 — 1998
Bachelor's degree, Marketing
Kurt Weisenreder's EPIC Advisors, Inc. Experience May 1998 - Present
Job Controller at EPIC Advisors, Inc.
Industry Financial Services
Experience
EPIC Advisors, Inc. May 1998 - Present
American Institue of Banking January 1984 - June 1996
Manufacturers Hanover Trust November 1973 - March 1994
Education
Rochester Institute of Technology 1974 — 1979
MBA, Accounting
SUNY Geneseo 1969 — 1973
BS, History & Education
EPIC Advisors, Inc. May 1998 - Present
American Institue of Banking January 1984 - June 1996
Manufacturers Hanover Trust November 1973 - March 1994
Education
Rochester Institute of Technology 1974 — 1979
MBA, Accounting
SUNY Geneseo 1969 — 1973
BS, History & Education
Elizabeth Bleier's EPIC Advisors, Inc. Experience December 2013 - March 2014
Job Human Resource Assistant
Industry Human Resources
Experience
Unither Pharmaceuticals April 2014 - Present
Heritage Christian Services December 2009 - Present
The Powers Law Firm March 2014 - March 2014
EPIC Advisors, Inc. December 2013 - March 2014
Heritage Christian Services September 2013 - December 2013
Lifetime Assistance, Inc. August 2011 - December 2013
CDS Monarch September 2010 - June 2011
Education
SUNY Brockport 2011 — 2013
Bachelor's degree, Health Care Administration and Psychology
Monroe Community College 2008 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Unither Pharmaceuticals April 2014 - Present
Heritage Christian Services December 2009 - Present
The Powers Law Firm March 2014 - March 2014
EPIC Advisors, Inc. December 2013 - March 2014
Heritage Christian Services September 2013 - December 2013
Lifetime Assistance, Inc. August 2011 - December 2013
CDS Monarch September 2010 - June 2011
Education
SUNY Brockport 2011 — 2013
Bachelor's degree, Health Care Administration and Psychology
Monroe Community College 2008 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Paula Rafferty's EPIC Advisors, Inc. Experience April 2005 - May 2011
Job Plan Manager at PACE TPA
Industry Financial Services
Experience
PACE TPA May 2011 - Present
EPIC Advisors, Inc. April 2005 - May 2011
Skills
401k, Retirement, Retirement Plan..., Pensions, Defined Benefit
Education
University of Delaware 1996 — 1999
Bachelor of Science (BS), Operations Management and Supervision
PACE TPA May 2011 - Present
EPIC Advisors, Inc. April 2005 - May 2011
Skills
401k, Retirement, Retirement Plan..., Pensions, Defined Benefit
Education
University of Delaware 1996 — 1999
Bachelor of Science (BS), Operations Management and Supervision
Tim Heacock's EPIC Advisors, Inc. Experience May 2010 - Present
Job Jr. Accountant at EPIC Advisors, Inc.
Industry Financial Services
Experience
EPIC Advisors, Inc. May 2010 - Present
Skills
Microsoft Office, Finance, Accounting, Research
Education
University of Miami 2006 — 2010
Bachelor of Science (BS), Finance and Economics
Spencerport High School 2002 — 2006
EPIC Advisors, Inc. May 2010 - Present
Skills
Microsoft Office, Finance, Accounting, Research
Education
University of Miami 2006 — 2010
Bachelor of Science (BS), Finance and Economics
Spencerport High School 2002 — 2006
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation