ePlan Services, Inc. (A Paychex Company)

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ePlan Services, Inc. (A Paychex Company) Employees

Employee
Years
Job
Industry
Natalie Marston Natalie Marston Mansfield Center, Connecticut Details
Natalie Marston's ePlan Services, Inc. (A Paychex Company) Experience April 2000 - August 2004
Job Executive Manager Personnel and Operations
Industry Retail
Experience
North Windham Jazzercise   June 2012 - Present
Kohl's Department Stores  August 2005 - Present
Paychex  June 2001 - August 2005
ePlan Services, Inc. (A Paychex Company)   April 2000 - August 2004

Skills
Store Management, Merchandising, Visual Merchandising, Loss Prevention, Retail, Store Operations, Retail Sales, Driving Results, Inventory Management, Profit, Inventory Control, Planograms, Shrinkage, Customer Service, Sales, Fashion, Big Box, Apparel, New Store Openings, Cashiering, Merchandise Planning, Customer Satisfaction

Education
Three Rivers Community College   2011 — 2013

E.O.Smith High School   1990 — 1994
general studies

Christopher Bybee, MBA Christopher Bybee, MBA Greater Denver Area Details
Christopher Bybee, MBA's ePlan Services, Inc. (A Paychex Company) Experience April 2015 - Present
Job Compliance Analyst at ePlan Services, Inc. (A Paychex Company)
Industry Financial Services
Experience
ePlan Services, Inc. (A Paychex Company)   April 2015 - Present
Transamerica Capital, Inc.   November 2013 - March 2015
Great-West Financial  September 2012 - August 2013
Pacific Life  November 2007 - September 2012
Foresters Equity Services, Inc.   August 2005 - October 2007
Financial Foundation 2000   October 2004 - August 2005
Centaurus Financial, Inc.®   October 1996 - September 2004

Skills
Insurance, Securities, Financial Services, Leadership, Investment Strategies, Life Insurance, Marketing, Microsoft Office, Microsoft Word, Outlook, Portfolio Management, Process Improvement, Relationship Management, Retirement Planning, Sales, Series 24, Software Documentation, Vendor Management, Visio, Fixed Income, Financial Risk, Banking, Accounting, Access, Customer Service, Investments, Risk Management, Series 7

Education
University of Phoenix - School of Business   2008 — 2010
MBA, Business Administration and Management, General

California State University-Fullerton, Mihaylo College of Business and Economics   1989 — 1992
BA, Administration, Financial Planning

Beverly Hill Beverly Hill Brunswick, Maine Details
Beverly Hill's ePlan Services, Inc. (A Paychex Company) Experience March 2007 - June 2013
Job Chief Financial Officer at Thrive Initiative
Industry Accounting
Experience
Thrive Initiative   October 2014 - Present
Retired  June 2013 - October 2014
ePlan Services, Inc. (A Paychex Company)   March 2007 - June 2013
ePlan Services, Inc  March 2007 - June 2013
Canadian Meds USA   February 2003 - March 2007
Coldwell Banker Residential Brokerage  June 2001 - February 2003
Accounting/Bookkeeping   January 2000 - June 2001
Colorado Episcopal Foundation   May 1998 - December 1999
Denver Christian Schools  June 1994 - May 1998
Pentax Corporation   May 1993 - June 1994

Skills
Finance, Corporate Finance, Budgets, Account Reconciliation, Accounting, Financial Reporting, Accounts Payable, QuickBooks, Financial Analysis, Payroll, Bookkeeping, Forecasting, GAAP, General Ledger, Fixed Assets, US GAAP, Variance Analysis, SEC filings, Consolidation, Accruals

Education
Colorado State University
Bachelor of Science, Business Administration

Zachary Shannon Zachary Shannon Greater Denver Area Details
Zachary Shannon's ePlan Services, Inc. (A Paychex Company) Experience July 2012 - Present
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

Brian Burttram Brian Burttram Greater Denver Area Details
Brian Burttram's ePlan Services, Inc. (A Paychex Company) Experience August 2014 - Present
Job UI/UX Developer at ePlan Services, Inc. (A Paychex Company)
Industry Computer Software
Experience
ePlan Services, Inc. (A Paychex Company)   August 2014 - Present
Levels Beyond  January 2013 - July 2014
Pinnacol Assurance (via Robert Half Technology)   August 2012 - January 2013
Magpie Software   March 2011 - August 2012
Alphabay Corporation   April 2010 - September 2010
Acxiom Identity Solutions   May 2005 - April 2010
Department of the Interior, Bureau of Reclamation  July 2004 - February 2005
2B Studios, LLC   June 2003 - June 2004
Knott Laboratory, LLC  January 2003 - April 2003
Pearl Izumi  June 2000 - June 2002

Skills
Agile Methodologies, XML, JavaScript, Scrum, Quality Assurance, Software Development, Java, Microsoft SQL Server, Web Applications, HTML, Maven, Java Enterprise Edition, JUnit, Databases, Flex, CSS, ActionScript, SOAP, User Interface Design, User Experience, OOP, Subversion, Git

Education
Art Institute of Colorado   2000 — 2004
B.A. Media Arts and Animation, 2D and 3D Animation, Multimedia, Brand Management

Christine Sonntag Christine Sonntag Greater New York City Area Details
Christine Sonntag's ePlan Services, Inc. (A Paychex Company) Experience November 2008 - May 2009
Job Currently seeking employment as Payroll Professional
Industry Financial Services
Experience
REI  August 2009 - Present
ADP  February 2010 - May 2013
ePlan Services, Inc. (A Paychex Company)   November 2008 - May 2009
ADP  October 2005 - June 2008

Skills
ADP Payroll, 401k, Auditing, Sales Management, Tax, Social Media, Microsoft Office, Team Leadership, Social Media Marketing, Event Planning, Advertising, Recruiting, Team Building, Email Marketing, Investments, Integration, Online Marketing, Management, Direct Sales, Sales Process

Education
Susquehanna University   2000 — 2004
Bachelor of Science, Business Administration; Human Resources

David Bass David Bass Greater Denver Area Details
David Bass's ePlan Services, Inc. (A Paychex Company) Experience December 2014 - Present
Job District Sales Manager at ePlan Services, Inc. (A Paychex Company)
Industry Outsourcing/Offshoring
Experience
ePlan Services, Inc. (A Paychex Company)   December 2014 - Present
Paychex  June 2012 - Present
Paychex, Inc.   July 2010 - June 2012
Paychex, Inc.   January 1998 - June 2010
American Express Financial Advisors  February 1996 - December 1997
Echostar Communications Corp.  January 1989 - August 1995

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

Roxanne Bowen Roxanne Bowen San Antonio, Texas Area Details
Roxanne Bowen's ePlan Services, Inc. (A Paychex Company) Experience March 1999 - November 2007
Job Independent Accounting Professional
Industry Accounting
Experience
Frost & Sullivan  2014 - Present
HVHC, Inc  October 2011 - September 2015
Aventine Hill Partners  2014 - 2014
Aventine Hill Partners  2014 - 2014
Aventine Hill Partners  2014 - 2014
ISI Detention Contracting Group   September 2010 - September 2011
Emivest Aerospace Corporation   August 2008 - April 2011
HVHC  April 2008 - August 2008
ISS Facilities Services   November 2007 - April 2008
ePlan Services, Inc. (A Paychex Company)   March 1999 - November 2007

Education
University of Phoenix
Master’s Degree; Bachelor’s Degree, Business Administration; HR Management; Business Administration

Northwest Vista College
Associates Degree, Business Administration

Also attended Palo Alto College, San Antonio College, and St. Mary’s University

Brandi Gonzales Brandi Gonzales Menifee, California Details
Brandi Gonzales's ePlan Services, Inc. (A Paychex Company) Experience January 1994 - February 1998
Job Holistic Health Coach
Industry Health, Wellness and Fitness
Experience
We Make Green Look Good   2014 - Present
Aubrianna Hunter   April 2011 - November 2012
Paychex  October 1998 - October 1999
PayUSA   February 1998 - October 1998
ePlan Services, Inc. (A Paychex Company)   January 1994 - February 1998
Bank of America  June 1993 - January 1994
City of Chino Recreation   June 1990 - September 1993

Skills
Gifts, Jewelry, Skin Care, Beauty Industry, Luxury Goods, Writing, Creative Writing, Holistic Health

Education
Southwest Institute of Healing Arts   2014 — 2015
Holistic Health Coach Certification, Health Coaching, A

Ashford University
BA, Complementary and Alternative Health

Southwest Institute of Healing Arts
Complementary and Alternative Health

Steve R. Perkins - JD, ERPA, QPA, IACCP Steve R. Perkins - JD, ERPA, QPA, IACCP Greater Denver Area Details
Steve R. Perkins - JD, ERPA, QPA, IACCP's ePlan Services, Inc. (A Paychex Company) Experience October 2012 - April 2014
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

David Spittler David Spittler Denver, Colorado Details
David Spittler's ePlan Services, Inc. (A Paychex Company) Experience October 2014 - Present
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