ePlan Services, Inc.
Industry: Company
DescriptionFounded: 1999 Parent organization: Paychex
ePlan Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ePlan Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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ePlan Services, Inc. Employees
Employee
Years
Job
Industry
Zachary Shannon Zachary Shannon's ePlan Services, Inc. Experience November 2007 - July 2012
Job ePlan Services, Inc. (A Paychex Company)
Industry Financial Services
Experience
ePlan Services, Inc. (A Paychex Company) July 2012 - Present
ePlan Services, Inc. November 2007 - July 2012
ePlan Services, Inc. September 2005 - November 2007
ePlan Services, Inc. April 2004 - September 2005
REPTECH October 2001 - April 2004
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Investments, Financial Services, Salesforce.com, Asset Allocation, Employee Benefits, Defined Benefit, ERISA, Pensions, Investment Advisory, Alternative Investments, Management, Operations Management
Education
University of Denver - Daniels College of Business
Bachelor of Science in Business Administration
ePlan Services, Inc. (A Paychex Company) July 2012 - Present
ePlan Services, Inc. November 2007 - July 2012
ePlan Services, Inc. September 2005 - November 2007
ePlan Services, Inc. April 2004 - September 2005
REPTECH October 2001 - April 2004
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Investments, Financial Services, Salesforce.com, Asset Allocation, Employee Benefits, Defined Benefit, ERISA, Pensions, Investment Advisory, Alternative Investments, Management, Operations Management
Education
University of Denver - Daniels College of Business
Bachelor of Science in Business Administration
Stephen Ehn Stephen Ehn's ePlan Services, Inc. Experience March 2013 - Present
Job Sr. Associate Conversions Plan Coordinator at ePlan Services, Inc. a Paychex Company
Industry Financial Services
Experience
ePlan Services, Inc. March 2013 - Present
Great-West Retirement Services March 2012 - November 2012
TIAA-CREF March 2011 - June 2011
METROPOLITAN LIFE CORPORATION February 2010 - August 2010
GREAT-WEST HEALTHCARE, now part of CIGNA October 2005 - November 2008
GREAT-WEST Fascorp October 2004 - October 2005
Prime Performance October 2003 - October 2004
Commercial Federal Bank January 2001 - January 2003
Commerce Bank June 1998 - January 2001
Collingwood Grain January 1998 - June 1998
Skills
Customer Service, Customer Satisfaction, Insurance, Account Management, Banking, Implementation Analyst, Management, Microsoft Office, Mentoring, Training, Business-minded, Customer Intelligence, Business Analysis, Business Information, Business Perspective, Procedure Creation, Procedural Documentation, Oracle, MySQL, Microsoft SQL Server, Benefits Administration, Benefits Management, Operations Coordination, Operations Management, Business Meetings, Managing Meetings, Regulatory Audits, Security Audits, Financial Audits, Financial Services, Life Insurance, Project Management, Sales, Marketing, Process Improvement, Vendor Management, Employee Benefits, Leadership, CRM
Education
Colorado State University 1994 — 1998
Bachelor of Science, AG Business
The University of Kansas 1991 — 1992
Business, Business
Phillips Exeter Academy 1990 — 1991
High School, General
ePlan Services, Inc. March 2013 - Present
Great-West Retirement Services March 2012 - November 2012
TIAA-CREF March 2011 - June 2011
METROPOLITAN LIFE CORPORATION February 2010 - August 2010
GREAT-WEST HEALTHCARE, now part of CIGNA October 2005 - November 2008
GREAT-WEST Fascorp October 2004 - October 2005
Prime Performance October 2003 - October 2004
Commercial Federal Bank January 2001 - January 2003
Commerce Bank June 1998 - January 2001
Collingwood Grain January 1998 - June 1998
Skills
Customer Service, Customer Satisfaction, Insurance, Account Management, Banking, Implementation Analyst, Management, Microsoft Office, Mentoring, Training, Business-minded, Customer Intelligence, Business Analysis, Business Information, Business Perspective, Procedure Creation, Procedural Documentation, Oracle, MySQL, Microsoft SQL Server, Benefits Administration, Benefits Management, Operations Coordination, Operations Management, Business Meetings, Managing Meetings, Regulatory Audits, Security Audits, Financial Audits, Financial Services, Life Insurance, Project Management, Sales, Marketing, Process Improvement, Vendor Management, Employee Benefits, Leadership, CRM
Education
Colorado State University 1994 — 1998
Bachelor of Science, AG Business
The University of Kansas 1991 — 1992
Business, Business
Phillips Exeter Academy 1990 — 1991
High School, General
Mark Gutrich Mark Gutrich's ePlan Services, Inc. Experience August 1999 - May 2011
Job 401(k) Retirement Plan Expert
Industry Financial Services
Experience
Fiduciary Holdings Ltd. May 2013 - Present
FA Associates, LLC March 2009 - Present
Paychex, Inc. May 2011 - May 2013
ePlan Services, Inc. August 1999 - May 2011
Skills
Retirement, Investments, Investment Advisory, Financial Services, Retirement Plan..., 401k, ERISA, Pensions, Fiduciary Responsibility, Defined Contribution, Mutual Funds, Financial Advisory, Mergers & Acquisitions, Fiduciary, Retirement Planning, Business Planning, Strategy, Small Business, Series 7, Management
Education
University of Puget Sound 1987 — 1991
Bachelors, Business Administration - Marketing
Fiduciary Holdings Ltd. May 2013 - Present
FA Associates, LLC March 2009 - Present
Paychex, Inc. May 2011 - May 2013
ePlan Services, Inc. August 1999 - May 2011
Skills
Retirement, Investments, Investment Advisory, Financial Services, Retirement Plan..., 401k, ERISA, Pensions, Fiduciary Responsibility, Defined Contribution, Mutual Funds, Financial Advisory, Mergers & Acquisitions, Fiduciary, Retirement Planning, Business Planning, Strategy, Small Business, Series 7, Management
Education
University of Puget Sound 1987 — 1991
Bachelors, Business Administration - Marketing
James Rosselle, QPA, QKA James Rosselle, QPA, QKA's ePlan Services, Inc. Experience 2007 - 2009
Job Retirement Plan Advisor at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management August 2012 - Present
Lincoln Trust Company February 2009 - August 2012
ePlan Services, Inc. 2007 - 2009
Great-West Life and Annuity Insurance Company May 2000 - September 2007
Skills
Customer Service, ERISA, Defined Benefit, 403 b, Retirement, 401k, Investments, Plan Design, Employee Benefits, Pensions, Compliance, Customer Relations, Mutual Funds, New Business Development, Benefits Administration, Excel, Administration, Research, Microsoft Office, Word, Problem Solving, Analysis, PowerPoint
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science, Geology
RMB Capital Management August 2012 - Present
Lincoln Trust Company February 2009 - August 2012
ePlan Services, Inc. 2007 - 2009
Great-West Life and Annuity Insurance Company May 2000 - September 2007
Skills
Customer Service, ERISA, Defined Benefit, 403 b, Retirement, 401k, Investments, Plan Design, Employee Benefits, Pensions, Compliance, Customer Relations, Mutual Funds, New Business Development, Benefits Administration, Excel, Administration, Research, Microsoft Office, Word, Problem Solving, Analysis, PowerPoint
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science, Geology
Matt Almanza, CRPS® Matt Almanza, CRPS®'s ePlan Services, Inc. Experience August 2013 - December 2014
Job Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America January 2015 - Present
ePlan Services, Inc. August 2013 - December 2014
Paychex June 2012 - August 2013
Paychex November 2011 - June 2012
ePlan Services, Inc. November 2011 - June 2012
OppenheimerFunds April 2006 - September 2011
OppenheimerFunds April 2005 - April 2006
OppenheimerFunds September 1999 - April 2005
Skills
401k, Retirement Planning, Retirement, Mutual Funds, Series 63, Financial Services
Education
College for Financial Planning 2010 — 2010
CRPS
Chapman University 1989 — 1991
Santa Ana College 1988 — 1989
Mutual of America January 2015 - Present
ePlan Services, Inc. August 2013 - December 2014
Paychex June 2012 - August 2013
Paychex November 2011 - June 2012
ePlan Services, Inc. November 2011 - June 2012
OppenheimerFunds April 2006 - September 2011
OppenheimerFunds April 2005 - April 2006
OppenheimerFunds September 1999 - April 2005
Skills
401k, Retirement Planning, Retirement, Mutual Funds, Series 63, Financial Services
Education
College for Financial Planning 2010 — 2010
CRPS
Chapman University 1989 — 1991
Santa Ana College 1988 — 1989
Walter Domes Walter Domes's ePlan Services, Inc. Experience February 2013 - Present
Job
Industry Computer Software
Experience
ePlan Services, Inc. February 2013 - Present
DomoWerx Consulting, Ltd. May 2012 - Present
Skills
Agile Methodologies, XML, Java, Unix, SQL, Linux, HTML, Apache, MySQL, FAST ESP, REST, Testing, Manual Testing, Test Automation, Web Services, Quality Assurance, Scrum
Education
University of Wyoming 1992 — 1996
Bachelor of Arts, Russian
Colorado State University
ePlan Services, Inc. February 2013 - Present
DomoWerx Consulting, Ltd. May 2012 - Present
Skills
Agile Methodologies, XML, Java, Unix, SQL, Linux, HTML, Apache, MySQL, FAST ESP, REST, Testing, Manual Testing, Test Automation, Web Services, Quality Assurance, Scrum
Education
University of Wyoming 1992 — 1996
Bachelor of Arts, Russian
Colorado State University
Steve Kives Steve Kives's ePlan Services, Inc. Experience April 2008 - November 2011
Job Sr. System Administrator
Industry Information Technology and Services
Experience
Self-Employed December 2011 - Present
ePlan Services, Inc. April 2008 - November 2011
Level 3 Communications November 2007 - December 2007
Sun Microsystems October 2006 - November 2007
Comcast December 2000 - December 2003
SynXis May 1999 - July 2000
Cantor Fitzgerald December 1996 - March 1998
Dreyfus February 1996 - December 1996
NYNEX (now Verizon) March 1995 - January 1996
Skills
Unix, Solaris, Red Hat Linux, CentOS, Nagios, Perl, Shell Scripting, Sun, SAN, Clustering, Bash, Linux, Veritas Volume Manager, Data Center, Computer Hardware, Veritas, System Administration, DNS, NFS, LVM, RHEL, Virtualization, TCP/IP, Servers, RedHat, DHCP, NIS, LDAP, Active Directory, High Availability, Operating Systems, Sendmail, Cisco, Veritas Cluster Server, Firewalls, Windows Server, Storage Area Networks, Storage, Network Administration, Unix Shell Scripting, Cluster, Solaris Volume Manager, Solaris 8/9/10, Mac, NAS, Solaris Zones, Disaster Recovery, ZFS, Apache, HP
Education
University of Michigan 1990 — 1994
BS, Computer Engineering
Washtenaw Community College 1989 — 1990
University of California, Santa Cruz 1987 — 1988
Self-Employed December 2011 - Present
ePlan Services, Inc. April 2008 - November 2011
Level 3 Communications November 2007 - December 2007
Sun Microsystems October 2006 - November 2007
Comcast December 2000 - December 2003
SynXis May 1999 - July 2000
Cantor Fitzgerald December 1996 - March 1998
Dreyfus February 1996 - December 1996
NYNEX (now Verizon) March 1995 - January 1996
Skills
Unix, Solaris, Red Hat Linux, CentOS, Nagios, Perl, Shell Scripting, Sun, SAN, Clustering, Bash, Linux, Veritas Volume Manager, Data Center, Computer Hardware, Veritas, System Administration, DNS, NFS, LVM, RHEL, Virtualization, TCP/IP, Servers, RedHat, DHCP, NIS, LDAP, Active Directory, High Availability, Operating Systems, Sendmail, Cisco, Veritas Cluster Server, Firewalls, Windows Server, Storage Area Networks, Storage, Network Administration, Unix Shell Scripting, Cluster, Solaris Volume Manager, Solaris 8/9/10, Mac, NAS, Solaris Zones, Disaster Recovery, ZFS, Apache, HP
Education
University of Michigan 1990 — 1994
BS, Computer Engineering
Washtenaw Community College 1989 — 1990
University of California, Santa Cruz 1987 — 1988
Mike Huett's ePlan Services, Inc. Experience August 2012 - Present
Job ScrumMaster / Agile Coach
Industry Computer Software
Experience
ePlan Services, Inc. August 2012 - Present
Local Matters, Inc. February 2011 - May 2012
TD Ameritrade January 2009 - February 2011
TD Ameritrade August 2008 - January 2009
TD Ameritrade February 2008 - August 2008
Fiserv Investment Support Services December 2006 - February 2008
Fiserv Investment Support Services May 2005 - December 2006
Fiserv Investment Support Services January 2002 - May 2005
Fiserv Investment Support Services January 1999 - December 2001
Skills
Agile, Scrum, Kanban, Agile Methodologies, SQL, Coaching, Collaborative Problem..., Analytics, Software Development, User Acceptance Testing, Process Improvement, Requirements Analysis, Project Management, Business Intelligence, Analysis, Leadership, Agile Project Management, SDLC, Requirements Gathering, Software Project...
Education
University of Denver 2000 — 2004
MS, Computer Information Systems
University of Colorado Boulder 1989 — 1993
BA, Economics
RMHS
ePlan Services, Inc. August 2012 - Present
Local Matters, Inc. February 2011 - May 2012
TD Ameritrade January 2009 - February 2011
TD Ameritrade August 2008 - January 2009
TD Ameritrade February 2008 - August 2008
Fiserv Investment Support Services December 2006 - February 2008
Fiserv Investment Support Services May 2005 - December 2006
Fiserv Investment Support Services January 2002 - May 2005
Fiserv Investment Support Services January 1999 - December 2001
Skills
Agile, Scrum, Kanban, Agile Methodologies, SQL, Coaching, Collaborative Problem..., Analytics, Software Development, User Acceptance Testing, Process Improvement, Requirements Analysis, Project Management, Business Intelligence, Analysis, Leadership, Agile Project Management, SDLC, Requirements Gathering, Software Project...
Education
University of Denver 2000 — 2004
MS, Computer Information Systems
University of Colorado Boulder 1989 — 1993
BA, Economics
RMHS
Andy Gulich, MBA's ePlan Services, Inc. Experience December 2010 - February 2013
Job Experienced MBA Seeking a Career Change
Industry Human Resources
Experience
Lincoln Trust Company February 2013 - March 2015
ePlan Services, Inc. December 2010 - February 2013
Great West Retirement Services December 2008 - February 2010
Excelsior Youth Center August 2007 - November 2008
Gandolfo's Deli March 2005 - August 2007
Great West Life and Annuity January 2000 - January 2004
Littleton Panthers Lacrosse Club January 2001 - January 2002
Cherry Creek Indians Lacrosse Club January 1999 - January 2001
Skills
Sales, Recruiting, Customer Service, Employee Relations, Human Resources, Technical Support, Functional Requirements, Bookkeeping, Policy Analysis, Windows 2000, Microsoft Office, Microsoft Excel, Employee Benefits, Program Management, Salesforce.com, Strategic Planning, Call Center, Customer Satisfaction, Business Development, Coaching, Analysis, 401k, Call Centers, Project Management
Education
University of Denver - Daniels College of Business 2004 — 2006
MBA, Organizational Leadership
University of Denver - Daniels College of Business 2004 — 2005
Bachelor of Science, Business Administration; International Business 2005
University of Denver 1995 — 1999
Bachelors of Science, International Business
Lincoln Trust Company February 2013 - March 2015
ePlan Services, Inc. December 2010 - February 2013
Great West Retirement Services December 2008 - February 2010
Excelsior Youth Center August 2007 - November 2008
Gandolfo's Deli March 2005 - August 2007
Great West Life and Annuity January 2000 - January 2004
Littleton Panthers Lacrosse Club January 2001 - January 2002
Cherry Creek Indians Lacrosse Club January 1999 - January 2001
Skills
Sales, Recruiting, Customer Service, Employee Relations, Human Resources, Technical Support, Functional Requirements, Bookkeeping, Policy Analysis, Windows 2000, Microsoft Office, Microsoft Excel, Employee Benefits, Program Management, Salesforce.com, Strategic Planning, Call Center, Customer Satisfaction, Business Development, Coaching, Analysis, 401k, Call Centers, Project Management
Education
University of Denver - Daniels College of Business 2004 — 2006
MBA, Organizational Leadership
University of Denver - Daniels College of Business 2004 — 2005
Bachelor of Science, Business Administration; International Business 2005
University of Denver 1995 — 1999
Bachelors of Science, International Business
Lisa Gregovich, MBA's ePlan Services, Inc. Experience October 2009 - March 2012
Job Vice President, Customer Service at ePlan Services, Inc.
Industry Financial Services
Experience
Prime Therapeutics September 2013 - Present
ePlan Services, Inc. October 2009 - March 2012
ePlan Services, Inc. October 2009 - November 2010
AORN February 2007 - February 2010
Time Warner Cable March 2006 - November 2007
Skills
Budget, Analysis, Call Center, Customer Retention, Customer Satisfaction, Customer Service, Customer Experience, Vendor Management, Budgets, Process Improvement, Call Centers, Strategic Partnerships, CRM, Account Management, Leadership, Training, New Business Development, Strategy, Sales
Education
Regis University 2009 — 2010
MBA, Master of Business Administration
Baker University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Prime Therapeutics September 2013 - Present
ePlan Services, Inc. October 2009 - March 2012
ePlan Services, Inc. October 2009 - November 2010
AORN February 2007 - February 2010
Time Warner Cable March 2006 - November 2007
Skills
Budget, Analysis, Call Center, Customer Retention, Customer Satisfaction, Customer Service, Customer Experience, Vendor Management, Budgets, Process Improvement, Call Centers, Strategic Partnerships, CRM, Account Management, Leadership, Training, New Business Development, Strategy, Sales
Education
Regis University 2009 — 2010
MBA, Master of Business Administration
Baker University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Steve Ahlstrom's ePlan Services, Inc. Experience October 2012 - July 2013
Job Java Developer at Six Actual
Industry Information Technology and Services
Experience
Six Actual May 2015 - Present
KillerIT July 2013 - April 2015
ePlan Services, Inc. October 2012 - July 2013
Elavon, Inc. April 2012 - October 2012
Canoe Ventures October 2011 - April 2012
Elavon November 2009 - October 2011
Etilize December 2008 - December 2009
Charles Schwab March 2008 - November 2008
Aurora Loan Services/Lehman Brothers 2007 - March 2008
InfoFUSION October 2004 - June 2007
Skills
Hibernate, Java Enterprise Edition, Agile Methodologies, Spring, Java, GWT, JUnit, SOA, XML, SOAP, REST, Software Development, Tomcat, Groovy, Web Services, AJAX, Eclipse, Websphere, Oracle, UML, CVS, EJB, JBoss Application Server, Weblogic, JMS, JPA, Subversion, Maven, Scrum, Continuous Integration, MySQL, JIRA, Perl, Git, Databases, Software Engineering, XSLT, Grails, Web Development, JDBC, Testing, Web Applications, Spring Framework, WebLogic, WebSphere
Education
College of the Sequoias 1969 — 1971
AA, Music
Canadian Academy 1966 — 1967
San Diego State University-California State University
Telecom and Film
Six Actual May 2015 - Present
KillerIT July 2013 - April 2015
ePlan Services, Inc. October 2012 - July 2013
Elavon, Inc. April 2012 - October 2012
Canoe Ventures October 2011 - April 2012
Elavon November 2009 - October 2011
Etilize December 2008 - December 2009
Charles Schwab March 2008 - November 2008
Aurora Loan Services/Lehman Brothers 2007 - March 2008
InfoFUSION October 2004 - June 2007
Skills
Hibernate, Java Enterprise Edition, Agile Methodologies, Spring, Java, GWT, JUnit, SOA, XML, SOAP, REST, Software Development, Tomcat, Groovy, Web Services, AJAX, Eclipse, Websphere, Oracle, UML, CVS, EJB, JBoss Application Server, Weblogic, JMS, JPA, Subversion, Maven, Scrum, Continuous Integration, MySQL, JIRA, Perl, Git, Databases, Software Engineering, XSLT, Grails, Web Development, JDBC, Testing, Web Applications, Spring Framework, WebLogic, WebSphere
Education
College of the Sequoias 1969 — 1971
AA, Music
Canadian Academy 1966 — 1967
San Diego State University-California State University
Telecom and Film
Colin Veerkamp's ePlan Services, Inc. Experience October 2005 - November 2010
Job Network Operations Analyst at Evolve Vacation Rental Network
Industry Financial Services
Experience
Evolve Vacation Rental Network April 2015 - Present
Evolve Vacation Rental Network November 2014 - April 2015
Envestnet, Inc 2014 - 2014
ePlan Services, Inc. October 2005 - November 2010
Charles Schwab January 2004 - September 2005
Sunglass Hut International August 2002 - January 2004
Skills
Customer Service, Data Mining, Data Management, Creative Problem Solving, Salesforce.com, Retirement Planning, 401k, Employee Benefits, Management, CRM, Sales, Selling, Human Resources, ERISA, Mutual Funds, Retirement, Training, Financial Services, Finance, Investments, Wealth Management
Education
Metropolitan State College of Denver 2011 — 2015
Bachelor of Science (B.S.), Finance
Evolve Vacation Rental Network April 2015 - Present
Evolve Vacation Rental Network November 2014 - April 2015
Envestnet, Inc 2014 - 2014
ePlan Services, Inc. October 2005 - November 2010
Charles Schwab January 2004 - September 2005
Sunglass Hut International August 2002 - January 2004
Skills
Customer Service, Data Mining, Data Management, Creative Problem Solving, Salesforce.com, Retirement Planning, 401k, Employee Benefits, Management, CRM, Sales, Selling, Human Resources, ERISA, Mutual Funds, Retirement, Training, Financial Services, Finance, Investments, Wealth Management
Education
Metropolitan State College of Denver 2011 — 2015
Bachelor of Science (B.S.), Finance
Jeff Thuss's ePlan Services, Inc. Experience May 2000 - March 2009
Job Coowner, CTO at Orgo Inc
Industry Computer Software
Experience
Orgo Inc February 2011 - Present
Sandbox Systems June 2009 - January 2011
ePlan Services, Inc. May 2000 - March 2009
OneRealm, Inc. March 1998 - April 2000
Coral Systems, Inc. January 1995 - March 1998
XVT Software February 1993 - January 1995
Auto-trol September 1988 - February 1993
Skills
Java Enterprise Edition, Spring, Agile Methodologies
Education
Michigan Technological University 1986 — 1988
M.S., Computer Science
Michigan Technological University 1980 — 1985
B.S., Applied Mathematics
Orgo Inc February 2011 - Present
Sandbox Systems June 2009 - January 2011
ePlan Services, Inc. May 2000 - March 2009
OneRealm, Inc. March 1998 - April 2000
Coral Systems, Inc. January 1995 - March 1998
XVT Software February 1993 - January 1995
Auto-trol September 1988 - February 1993
Skills
Java Enterprise Edition, Spring, Agile Methodologies
Education
Michigan Technological University 1986 — 1988
M.S., Computer Science
Michigan Technological University 1980 — 1985
B.S., Applied Mathematics
Ivan Gonerway's ePlan Services, Inc. Experience July 2010 - April 2012
Job Logistics Unit Supply Specialist
Industry Military
Experience
Cintas 2013 - Present
Prudential January 2012 - November 2013
ePlan Services, Inc. July 2010 - April 2012
Charles Schwab May 2006 - January 2010
Charles Schwab November 1997 - May 2007
Charles Schwab May 2001 - May 2006
Charles Schwab May 2000 - May 2001
Charles Schwab December 1999 - May 2000
Charles Schwab November 1997 - December 1999
Skills
Management, Portfolio Management, Retirement, CRM, Analysis, Retirement Planning, Finance, Sales, Training, Wealth Management, Mutual Funds
Education
Oregon State University 2013 — 2015
Bachelor of Science (BS), Economics
University of Colorado at Denver 2009 — 2014
Bachelor of Science (BS), Finance, Risk Management
Regis University 2008 — 2012
BS, Finance
South High School 1993 — 1997
Regis University
Cintas 2013 - Present
Prudential January 2012 - November 2013
ePlan Services, Inc. July 2010 - April 2012
Charles Schwab May 2006 - January 2010
Charles Schwab November 1997 - May 2007
Charles Schwab May 2001 - May 2006
Charles Schwab May 2000 - May 2001
Charles Schwab December 1999 - May 2000
Charles Schwab November 1997 - December 1999
Skills
Management, Portfolio Management, Retirement, CRM, Analysis, Retirement Planning, Finance, Sales, Training, Wealth Management, Mutual Funds
Education
Oregon State University 2013 — 2015
Bachelor of Science (BS), Economics
University of Colorado at Denver 2009 — 2014
Bachelor of Science (BS), Finance, Risk Management
Regis University 2008 — 2012
BS, Finance
South High School 1993 — 1997
Regis University
Richard Coker's ePlan Services, Inc. Experience November 2008 - Present
Job 401k Specialist at ePlan Services, Inc.
Industry Investment Management
Experience
ePlan Services, Inc. November 2008 - Present
CokerFufu Inc 1979 - 2015
CokerFufu Inc 1979 - 2015
Great-West Financial January 2006 - June 2008
MetLife 2006 - 2008
Voya Financial 2001 - 2002
Manulife Financial 1999 - 2001
Skills
Wealth Management..., Qualified Retirement..., Variable Annuities, Indexed Annuities, Wealth Preservation, Wealth Transfer, Tax Deferred Exchanges, Defined Benefit, Defined Contribution, Asset Management, Series 6, Series 63
Education
University of Hartford 1995 — 1999
Mackrille Elementary School
ePlan Services, Inc. November 2008 - Present
CokerFufu Inc 1979 - 2015
CokerFufu Inc 1979 - 2015
Great-West Financial January 2006 - June 2008
MetLife 2006 - 2008
Voya Financial 2001 - 2002
Manulife Financial 1999 - 2001
Skills
Wealth Management..., Qualified Retirement..., Variable Annuities, Indexed Annuities, Wealth Preservation, Wealth Transfer, Tax Deferred Exchanges, Defined Benefit, Defined Contribution, Asset Management, Series 6, Series 63
Education
University of Hartford 1995 — 1999
Mackrille Elementary School
Steve R. Perkins - JD, ERPA, QPA, IACCP's ePlan Services, Inc. Experience May 2000 - October 2012
Job Fiduciary Compliance Consulting Group LLC
Industry Financial Services
Experience
Fiduciary Compliance Consulting Group LLC April 2014 - Present
ePlan Services, Inc. (A Paychex Company) October 2012 - April 2014
ePlan Services, Inc. May 2000 - October 2012
SunAmerica Financial Group September 1996 - May 2000
Buck Consultants June 1988 - September 1996
Skills
401k, Retirement, ERISA, Profit Sharing, Investment Advisor CCO, Mutual Funds, Pensions, Defined Benefit, Retirement Planning, Retirement Plan..., Defined Contribution, Financial Services, FINRA, Qualified Retirement..., Series 63, Series 65, Employee Benefits
Education
Thomas Jefferson School of Law 2012 — 2015
Master of Laws (LLM), Compliance and Risk Management
Concord Law School - Kaplan University 2003 — 2007
Doctor of Law (JD), Law
University of Denver 1987 — 1988
BA, Mathematics and Economics
University of Kansas 1984 — 1987
Mathematics and Economics
Colby High School
Fiduciary Compliance Consulting Group LLC April 2014 - Present
ePlan Services, Inc. (A Paychex Company) October 2012 - April 2014
ePlan Services, Inc. May 2000 - October 2012
SunAmerica Financial Group September 1996 - May 2000
Buck Consultants June 1988 - September 1996
Skills
401k, Retirement, ERISA, Profit Sharing, Investment Advisor CCO, Mutual Funds, Pensions, Defined Benefit, Retirement Planning, Retirement Plan..., Defined Contribution, Financial Services, FINRA, Qualified Retirement..., Series 63, Series 65, Employee Benefits
Education
Thomas Jefferson School of Law 2012 — 2015
Master of Laws (LLM), Compliance and Risk Management
Concord Law School - Kaplan University 2003 — 2007
Doctor of Law (JD), Law
University of Denver 1987 — 1988
BA, Mathematics and Economics
University of Kansas 1984 — 1987
Mathematics and Economics
Colby High School
David Spittler's ePlan Services, Inc. Experience November 2012 - February 2014
Job Sr. Plan Administration Support Specialist at ePlan Services, Inc. (A Paychex Company)
Industry Financial Services
Experience
ePlan Services, Inc. (A Paychex Company) October 2014 - Present
ePlan Services, Inc. (A Paychex Company) February 2014 - October 2014
ePlan Services, Inc. November 2012 - February 2014
ePlan Services, Inc. June 2012 - November 2012
The Comfort Cafe May 2012 - October 2012
Advance Auto Parts December 2009 - September 2011
Skills
Microsoft Excel, Microsoft Office, Photoshop, Adobe Acrobat, Food Safety, 401k, Cooking, Nonprofits, Auto Parts, Payroll, Qualified Retirement..., Financial Services, Non-profits, Volunteer Management, Volunteer Training, 401k Rollovers, Salesforce.com, Sales, Leadership, Customer Service, Management, Retail, Customer Retention, Microsoft Word
Education
Metropolitan State College of Denver 2013 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management
ePlan Services, Inc. (A Paychex Company) October 2014 - Present
ePlan Services, Inc. (A Paychex Company) February 2014 - October 2014
ePlan Services, Inc. November 2012 - February 2014
ePlan Services, Inc. June 2012 - November 2012
The Comfort Cafe May 2012 - October 2012
Advance Auto Parts December 2009 - September 2011
Skills
Microsoft Excel, Microsoft Office, Photoshop, Adobe Acrobat, Food Safety, 401k, Cooking, Nonprofits, Auto Parts, Payroll, Qualified Retirement..., Financial Services, Non-profits, Volunteer Management, Volunteer Training, 401k Rollovers, Salesforce.com, Sales, Leadership, Customer Service, Management, Retail, Customer Retention, Microsoft Word
Education
Metropolitan State College of Denver 2013 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Bryan Bildner's ePlan Services, Inc. Experience November 2008 - October 2010
Job Consultant, Atwell Consulting, LLC
Industry Accounting
Experience
Contractor - Staff Accountant January 2013 - Present
Contractor - Financial Analyst 2013 - Present
Atwell Consulting, LLC August 2008 - Present
Health Language, Inc. August 2011 - November 2012
Kforce Inc. April 2011 - August 2011
ePlan Services, Inc. November 2008 - October 2010
Midwest Accounting 2002 - 2005
Skills
Microsoft Excel, Salesforce.com, Human Resources, Customer Service, Accounting, Revenue Cycle, Data Analysis, Microsoft Office, PowerPoint, Accounts Payable, 401k, Business Analysis, System Administration, Business Strategy, Process Improvement, Auditing, Strategic Planning, Budgets, Financial Reporting, Leadership, QuickBooks
Education
Metropolitan State College of Denver 2007 — 2010
Bachelors, Accounting
University of Wisconsin-Madison
Contractor - Staff Accountant January 2013 - Present
Contractor - Financial Analyst 2013 - Present
Atwell Consulting, LLC August 2008 - Present
Health Language, Inc. August 2011 - November 2012
Kforce Inc. April 2011 - August 2011
ePlan Services, Inc. November 2008 - October 2010
Midwest Accounting 2002 - 2005
Skills
Microsoft Excel, Salesforce.com, Human Resources, Customer Service, Accounting, Revenue Cycle, Data Analysis, Microsoft Office, PowerPoint, Accounts Payable, 401k, Business Analysis, System Administration, Business Strategy, Process Improvement, Auditing, Strategic Planning, Budgets, Financial Reporting, Leadership, QuickBooks
Education
Metropolitan State College of Denver 2007 — 2010
Bachelors, Accounting
University of Wisconsin-Madison
Dan Gutrich's ePlan Services, Inc. Experience August 1999 - December 2012
Job Accredited Investor Diligence Expert
Industry Financial Services
Experience
Certified506 June 2014 - Present
Vintage Partners Securities January 2012 - May 2014
ePlan Services, Inc. August 1999 - December 2012
Gallagher Industries August 1998 - August 1999
Salomon Brothers 1996 - 1998
Unitied International Holdings 1995 - 1996
Baring Securities May 1994 - August 1994
W.I. Carr Banque Indosuez May 1993 - August 1993
Skills
Investments, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Financial Analysis, Venture Capital, New Business Development, Alternative Investments
Education
University of Notre Dame 1991 — 1995
Bachelors, Economics
La Universidad de la Catolica, Santiago, Chile
International Study Program
Certified506 June 2014 - Present
Vintage Partners Securities January 2012 - May 2014
ePlan Services, Inc. August 1999 - December 2012
Gallagher Industries August 1998 - August 1999
Salomon Brothers 1996 - 1998
Unitied International Holdings 1995 - 1996
Baring Securities May 1994 - August 1994
W.I. Carr Banque Indosuez May 1993 - August 1993
Skills
Investments, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Financial Analysis, Venture Capital, New Business Development, Alternative Investments
Education
University of Notre Dame 1991 — 1995
Bachelors, Economics
La Universidad de la Catolica, Santiago, Chile
International Study Program
Sarah Mehmen's ePlan Services, Inc. Experience January 2010 - August 2012
Job Customer Service Representative at ePlan Services, Inc.
Industry Financial Services
Experience
ePlan Services, Inc. January 2010 - August 2012
Skills
Call Centers, Customer Service, Customer Satisfaction, Mutual Funds, Customer Retention, Microsoft Excel, Salesforce.com, Financial Services, Microsoft Office, 401k, Training, Insurance, Microsoft Word, Retirement, Employee Benefits
Education
University of Phoenix 2012 — 2015
Master's degree, School Counseling
University of Phoenix 2010 — 2013
Bachelor of Science, Human Services, General
ePlan Services, Inc. January 2010 - August 2012
Skills
Call Centers, Customer Service, Customer Satisfaction, Mutual Funds, Customer Retention, Microsoft Excel, Salesforce.com, Financial Services, Microsoft Office, 401k, Training, Insurance, Microsoft Word, Retirement, Employee Benefits
Education
University of Phoenix 2012 — 2015
Master's degree, School Counseling
University of Phoenix 2010 — 2013
Bachelor of Science, Human Services, General
Vince Palumbo's ePlan Services, Inc. Experience 2006 - Present
Job Software Developer at ePlan Services, Inc.
Industry Financial Services
Experience
ePlan Services, Inc. 2006 - Present
BEA Systems 2000 - 2006
Raytheon Intelligence and Information Systems 1998 - 2000
Skills
Java, JavaScript, Hibernate 3.1, Spring, Spring Batch, Apache Velocity, Dojo, Oracle SQL, Windward Reports
Education
University of Colorado at Boulder
BA, Physics
ePlan Services, Inc. 2006 - Present
BEA Systems 2000 - 2006
Raytheon Intelligence and Information Systems 1998 - 2000
Skills
Java, JavaScript, Hibernate 3.1, Spring, Spring Batch, Apache Velocity, Dojo, Oracle SQL, Windward Reports
Education
University of Colorado at Boulder
BA, Physics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY