ePlan Services, Inc. (A Paychex Company)
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ePlan Services, Inc. (A Paychex Company) Employees
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
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
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
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) 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
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
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
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
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
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
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