ExpertPlan Company
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ExpertPlan Employees
The Law Offices of Geoffrey M. Strunk, LLC February 2011 - Present
ExpertPlan July 2010 - August 2012
Scialabba & Associates, P.C. February 2000 - July 2010
Skills
ERISA, Retirement, Employee Benefits, Retirement Plan..., Financial Services, Securities, ERISA / Employee..., Investments, Wealth Management
Education
Villanova University School of Law 1995 — 1998
Juris Doctor
Penn State University 1990 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Pershing, a BNY Mellon company August 2015 - Present
Verisight, Inc March 2014 - May 2015
ExpertPlan October 2000 - January 2014
CitiStreet March 1999 - October 2000
Merrill Lynch August 1997 - March 1999
Skills
401k, Retirement, Mutual Funds, Defined Benefit, Pensions, Retirement Plan..., Investments, Profit Sharing, Alternative Investments, Series 6, Retirement Planning
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2013
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
B.A. Communications
University of Cincinnati
East Brunswick
GE Aviation February 2015 - Present
American Express June 2014 - August 2014
Goldman Sachs May 2011 - August 2013
ExpertPlan July 2009 - May 2011
Merrill Lynch January 2009 - June 2009
Merrill Lynch February 2008 - December 2008
Skills
Human Resources, Employee Engagement, Training Delivery, Talent Management, Organizational..., Vendor Management, Project Coordination, Management, Change Management, Relationship Management, Cross-functional..., Performance Management, Onboarding, Talent Acquisition, Employee Relations, ERISA, Training
Education
Cornell University 2013 — 2014
Master of Industrial and Labor Relations, Human Resources and Organizations
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2007
Bachelor of Labor Studies and Employment Relations, Labor Studies
The Bancorp November 2013 - Present
ExpertPlan September 2012 - April 2013
ING Investment Management April 2008 - December 2011
Prudential Financial February 2005 - April 2008
PLANCO Hartford April 2003 - February 2005
Education
Texas Tech University 1992 — 1997
Bachelor of Business Administration (BBA), International Business
Pathway Retirement Resources, LLC August 2009 - Present
ExpertPlan March 2007 - 2009
IPA Northeast, LLC June 1998 - March 2007
Benetech, Inc. June 1990 - June 1998
GNA Securities 1988 - June 1990
Sierra Capital 1983 - 1986
Skills
Plan Design, Cost Analysis -..., Sales, Management, Business Planning, Marketing, Investments, CRM, Defined Benefit, Retirement, Small Business, Business Development, Analysis, Pensions, Retirement Planning, Sales Management, Public Speaking, Profit Sharing, Budgets, Cost Benefit, 401k, Asset Allocation, Time Management, Entrepreneurship, Financial Advisory, Defined Contribution
Education
Rider University 1978 — 1982
BS, Finance
Ridge High 1975 — 1978
Bank of America Merrill Lynch May 2011 - Present
Bank of America Merrill Lynch September 2004 - July 2011
ExpertPlan June 2000 - September 2004
CitiStreet 1998 - June 2000
Merrill Lynch March 1997 - November 1998
Johnson & Fargo Pension Actuaries December 1995 - March 1997
United States Marine Corps November 1990 - 1995
Skills
Product Management, Channel Management, Contract Negotiation, Team Leadership, Governance, Risk Mitigation, FINRA Series 7, Partner Relationship..., Product Development, Business Process, 401k, Plan Implementation, Client Services, Business Alliances, Record Keeping, Financial Services, Series 7, Risk Management, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Start-ups, Financial Advisory, Channel Partners, Partner Management, Management
Education
Thomas Edison State College 2007 — 2015
BSOL, Organizational Leadership & Management
Mercer County Community College
AAS, Liberal Arts & Social Sciences
k-Purchase LLC July 2015 - Present
Calamos Investments October 2011 - November 2014
Regions Bank February 2008 - November 2010
ExpertPlan January 2007 - February 2008
AMVESCAP 1996 - 2006
Putnam Investments 1992 - 1996
MFS Investment Management May 1985 - June 1992
Kidder Peabody 1983 - 1986
Skills
Strategy, Series 7, Entrepreneurship, Financial Services, Start-ups, Creative Direction, Wealth Management, Competitive Analysis, Leadership, Strategic Planning, Business Development, Marketing, Mutual Funds, Enterprise Software, Business Strategy, Market Research, Alternative Investments, Management, Training, Mentoring, Team Building, Sales Operations, Investments, Asset Management, Sales, Separately Managed..., Coaching, Executive Management, Series 24, Portfolio Management, Asset Allocation, Series 6, Retirement, Series 63, Series 65, 401k, Investment Strategies, FINRA, Securities
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Marketing and Finance
ADP August 2011 - Present
ExpertPlan May 2010 - August 2011
AllianceBernstein Investments September 2004 - September 2009
Merrill Lynch September 2001 - September 2004
Royal Alliance 1999 - 2001
International Planning Alliance January 1997 - January 1999
AXA Equitable 1991 - 1996
Skills
401k, Retirement, Series 7, Retirement Planning, Series 63, Pensions, Consultative Selling, Defined Benefit, Financial Services, Defined Contribution, Financial Advisory, Relationship Management, Series 6, Mutual Funds, CRM, Selling, Retirement Plan..., Sales Process, Asset Allocation, Sales
Education
St. Francis University 1983 — 1987
Bachelor of Science, Business Management
Immaculata 1979 — 1983
Lincoln Financial Group April 2012 - Present
CheckPoint HR May 2010 - April 2012
ExpertPlan November 2002 - May 2010
CitiStreet March 1992 - June 2000
Home Life Insurance Company November 1989 - February 1992
Skills
Employee Benefits, Training, Vendor Management, Financial Services, CRM, 401k, Relationship Management, Project Management, ERISA, HRIS, Business Development, Investments, Management, Leadership, Payroll, Benefits Administration, Pensions, Human Resources, Performance Management, Process Improvement, Retirement, Retirement Planning, ADP Payroll, Defined Benefit
Education
Middlesex County College 1995 — 1999
Culinary Arts, Culinary Arts / Business Major
Vision2Practice January 2010 - Present
ExpertPlan June 2009 - April 2010
ADP June 2003 - June 2009
Kemper Investments January 1987 - January 2003
DBMS, Inc January 1986 - January 1987
Southern Methodist University January 1981 - January 1986
Skills
Financial Services, Mutual Funds, Disaster Recovery, Project Management, IT Strategy, Management, Due Diligence, Software Development, Business Analysis, Operations Management, Strategy, Databases, Integration, DB2, SDLC, SQL, Leadership, Vendor Management, Mergers & Acquisitions
Education
Southern Methodist University 1980 — 1986
Operation Reasearch
LRCH
The Health Trust December 2014 - Present
Bright Red Line 2014 - Present
Pratt School of Engineering, Duke University 2010 - Present
ExpertPlan 1998 - December 2013
IQVine 2009 - 2012
Sunvolt Nanosystems, Inc. 2006 - 2009
NtechRA, Inc. 2001 - 2004
Bridge Partners / Bengur Bryan 1997 - 2001
V-One 1996 - 1997
Telogy Networks, Inc. 1995 - 1996
Skills
New Business Development, Start-ups, Sales Management, Fundraising, Market Research, Venture Capital, Business Strategy, Business Planning, Business Development, Enterprise Software, Leadership, Management, Vision, Product Marketing, Strategic Partnerships, Product Management, Strategic Planning, Team Building, Visionary, Strategy
Education
Harvard Business School 1984 — 1986
MBA
Duke University 1976 — 1980
BSE, Materials Science, Mechanical Engineering
Lincoln Financial Group December 2010 - Present
CheckPoint HR March 2009 - December 2010
ExpertPlan June 2007 - February 2009
USi November 1997 - June 2007
ADP 1995 - 1997
Bankers Trust 1993 - 1995
Ernst & Young 1992 - 1993
Skills
401k, Retirement, Retirement Planning, Financial Advisory, Series 7, Defined Benefit, Employee Benefits, Mutual Funds, Financial Services, Series 63, Wealth Management, Relationship Management, Defined Contribution, ERISA, FINRA, Finance, Fixed Annuities, Insurance, Alternative Investments, Asset Allocation, Asset Management, Business Development, Business Planning, CRM, Investments, Leadership, Life Insurance, Management, Pensions, Portfolio Management, Retirement Plan..., Sales, Securities, Series 6, Strategic Financial..., Wealth, IRAs, Investment Advisory
Education
Hofstra University 1988 — 1992
BS, Mathematics, Computer Science
Marlboro High School 1984 — 1988
Bachelor of Science, Mathematics
Financial and Operations Consultant 2015 - Present
Ascensus January 2013 - 2014
ExpertPlan 2010 - 2012
Univers Workplace Benefits 2006 - 2010
RSM McGladrey, Inc. 2005 - 2006
ADP 1995 - 2005
Skills
Mergers & Acquisitions, 401k, Employee Benefits, Strategy, Finance, Start-ups, Financial Services, Retirement, Business Planning, Leadership, Outsourcing, Strategic Planning, CRM, Financial Analysis, Forecasting, Due Diligence, Sales, New Business Development, Investments, Business Strategy, Financial Reporting, Human Resources, Accounting, Retirement Planning, Relationship Management, Process Improvement, Mutual Funds, Insurance, Risk Management, Pensions, Portfolio Management, Securities, Wealth Management, Business Profitability, Private Equity, IT Strategy, Turnaround Strategy, International Business
Education
La Salle University - School of Business Administration
MBA, Finance/Tax
La Salle University - School of Business Administration
BS, Finance/Accounting
Fidelity Investments June 2011 - Present
IGATE June 2011 - Present
ExpertPlan November 2003 - June 2011
CG MAERSK March 2000 - September 2003
LEC ( IBM/Maersk Data ) September 1997 - March 2000
Skills
Java Enterprise Edition, SDLC, SQL, Web Services, Java, XML, PL/SQL, JavaScript, SOA, Spring, Tomcat, Hibernate, Weblogic, DB2, Enterprise Architecture, Unix, Software Development, Spring Framework
Education
Bharathiar University 1994 — 1997
Master of Computer Applications (MCA), Computer Science
Bharathiar University 1991 — 1994
BS, Physics
Wilshire At Lakewood April 2015 - Present
ComForcare Home Care April 2015 - August 2015
Planet Fitness August 2014 - March 2015
Community of the Good Shepherd June 2014 - September 2014
Chariton Valley Association April 2013 - May 2014
Truman State Recreation Center January 2012 - May 2014
ExpertPlan June 2011 - August 2011
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Research, Event Planning, Microsoft Word, Social Media, Teamwork, Time Management, Leadership, Management
Education
Truman State University 2010 — 2014
Bachelor of Science (BS), Health Science
Albrige Wealth Reporting April 2014 - Present
Transamerica October 2011 - August 2012
Transamerica Retirement Services October 2011 - August 2012
ExpertPlan November 2010 - October 2011
Merrill Lynch February 2002 - February 2009
Merrill Lynch February 2002 - February 2009
Merrill Lynch Direct February 2002 - June 2002
First Union Securities January 2001 - January 2001
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Wealth Management, Series 7, CRM, Portfolio Management, Strategy, Strategic Financial..., Insurance, 401k, Management, Training, Finance, ARPC, Series 63, Financial Services
Education
The College of New Jersey 1997 — 2000
Business Administration
Ocean County College 1995 — 1996
Business
ExpertPlan April 2006 - September 2013
Morprod Consulting 2002 - April 2006
CitiStreet Retirement Services April 1997 - February 2002
Dreyfus Retirement Services 1993 - 1997
The Bank of New York 1981 - 1993
Skills
Operations Management, Mutual Funds, Financial Services, Banking, Process Improvement, Management, Retirement Planning, Call Center..., Web Content, IT Strategy, 401k Recordkeeping, Mutual Fund Transfer..., Strategic Planning, Process Optimization, P&L Management, Joint Ventures, Organizational..., Start-ups, Turnaround Strategy, Budgets, Project Management, User Experience..., Annuity Administration, Team Leadership, Quality Assurance, Executive Presentations, Cost Reduction..., Risk Management, Needs Asssessment, Benefit Cost Analysis, Business Development, Training and Development, Regulatory Compliance, User Experience, Six Sigma Green Belt
Education
Emporia State University
Bachelor's degree, Education
Educational Testing Services October 2007 - Present
Merrill Lynch June 2007 - October 2007
Educational Testing Services via TekSystems August 2006 - June 2007
ExpertPlan December 2004 - August 2006
IBM Global Services December 1999 - December 2004
AT&T December 1998 - December 1999
IMI Systems December 1997 - December 1998
Copeland Companies currently Citistreet December 1987 - December 1997
United States Marine Corps August 1983 - August 1987
Skills
End-to-End Project..., Multi-platform..., Multi-platform Software..., Software Quality..., Offshore Software..., CMMI, SQL, DBU, Microsoft Office: MS..., Telecommunications, Investment Banking, Retirement Plan..., Educational Assessments, MS Project, PMP, PMO
Education
Rutgers University, Center for Management Development 2012 — 2012
Mini-MBA, Business Essentials
Northeastern University 2008 — 2009
Project Management certificate program, Project Management
The George Washington University 2000 — 2002
Masters Certificate in Project Management
Rutgers University-New Brunswick
TD Ameritrade Institutional May 2013 - Present
Dovetail February 2011 - May 2013
ExpertPlan May 2010 - February 2011
Spanish Academic Journal October 2009 - March 2010
Lightspeed Research May 2008 - September 2009
SAIC September 2007 - April 2008
UPS January 2007 - August 2007
Celerant Technologies April 2006 - January 2007
Business Control Systems Corporation June 2005 - April 2006
New Jersey Institute of Technology September 2003 - June 2005
Skills
Hibernate, Spring, JSP, Struts, Servlets, Tomcat, JDBC, EJB, Eclipse, Ant, JUnit, XML, Java Enterprise Edition, JBoss Application Server, JMS
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2013
MBA, Business, Finance, Strategic Management
New Jersey Institute of Technology 2003 — 2004
MS, CS
Globe Institute of Technology 2000 — 2002
BS, Computer Science
Academy of Communications, Odessa, Ukraine 1987 — 1992
BS, Radio Communications
Bank of America Merrill Lynch October 2014 - Present
Accenture February 2005 - October 2014
ExpertPlan July 1999 - August 2004
CitiStreet 1994 - 1999
Skills
CRM, Project Management, Disaster Recovery, Project Planning, Management, Testing, Requirements Analysis, SDLC, Team Management, Business Analysis, Security, Forecasting, Software Project..., Vendor Management, Requirements Gathering, Financial Services
Education
Bangalore University 1982 — 1987
B.E, Electronics Engineering
Universal Retirement Consulting Group July 1994 - Present
USI Consulting Group April 2008 - July 2009
ExpertPlan August 2005 - June 2007
Victory Capital Management December 2002 - June 2005
M & T Bank April 2001 - December 2002
Prudential Financial April 1985 - April 2001
Prudential Retirement Services 1985 - 2001
Merrill Lynch August 1979 - April 1985
Education
State University of New York at Stony Brook 2006 — 2008
Master of Business Administration (M.B.A.), Marketing
Adelphi University 1976 — 1979
Alerus Retirement Solutions June 2012 - Present
ExpertPlan October 2010 - June 2012
Alerus Financial June 2009 - October 2010
SunAmerica October 2006 - February 2009
ADP Retirement Services May 2005 - October 2006
Nationwide Financial Services October 2002 - May 2005
KC Life/Sunset Financial Services Inc April 1999 - October 2002
Kemper Mutual Funds 1993 - 1996
Skills
401k, Retirement, Financial Services, Retirement Planning, Mutual Funds
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Plans Specialist, Financial Services
Longview Community College 1979 — 1981
ExpertPlan June 2009 - Present
ADP December 1990 - June 2009
ADP 1990 - June 2009
Skills
401k, Mutual Funds, Investment Advisory, Series 6, Disaster Recovery, Securities, Business Analysis, Vendor Management, Asset Management, ERISA, Financial Services, Alternative Investments, Wealth Management, Process Improvement, Management
Education
University of Missouri-Kansas City 1986 — 1990
Horizon Kinetics LLC October 2014 - Present
Delaware Investments December 2003 - October 2014
ExpertPlan October 2001 - December 2003
American Skandia July 1999 - September 2001
Skills
Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 1998 — 1999
MBA, Finance
Isenberg School of Management, UMass Amherst 1992 — 1996
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Business Administration (BBA), Finance
AXA Equitable April 2012 - Present
ExpertPlan February 2012 - May 2012
ING Nederland June 2009 - October 2011
ING Nederland May 2007 - June 2009
Citistreet LLC September 2003 - May 2007
Skills
401k, Retirement, Employee Benefits, Series 6, Series 63, Pricing, Asset, Funding, Insurance, Customer Relations, Mutual Funds, Annuities, Problem Solving, Securities, Analysis, Investments, Retirement Planning, Microsoft Office, Financial Planning, Sales Support, Customer Service, Strategic Financial..., Fixed Annuities, Financial Advisory, Defined Contribution, Sales
Education
Middlesex County College 2000 — 2003
Associate Degree, Business Administration
Verisight, Inc March 2014 - Present
Ascensus December 2012 - March 2014
ExpertPlan June 2009 - December 2012
ADP Retirement Services May 2003 - June 2009
Kemper Zurich Scudder April 1997 - May 2003
Skills
Investments, Process Improvement, Mergers, Mentoring, Team Building, Leadership, Risk Management, Employee Benefits, Mergers & Acquisitions, Business Analysis, Mutual Funds, Retirement, Retirement Planning, Series 63, Financial Services, Series 6
Education
University of Central Missouri
Berdoff Advisors March 2002 - Present
MillenniuM Investment & Retirement Advisors, LLC 2014 - Present
Acuity Wealth Management January 2013 - January 2015
Optimal Capital June 2012 - January 2013
Morgan Stanley Smith Barney May 2011 - May 2012
ExpertPlan January 2010 - May 2011
Retirement Marketing Solutions April 2008 - December 2009
USI Consulting Group March 2007 - April 2008
Berdoff Advisors, LLC March 2002 - February 2007
Guardian Life Insurance Company of America November 1997 - February 2002
Skills
Wealth Management, Series 7, 401k, Retirement Planning, Retirement, Negotiation, Mutual Funds
Education
The Ohio State University
Caretech Group October 2013 - Present
CACI October 2008 - June 2013
AT&T September 2007 - October 2008
Bristol-Myers Squibb September 2006 - September 2007
ExpertPlan September 2005 - September 2006
Prudential Insurance April 1999 - September 2005
Almod Diamonds Ltd 1995 - 1997
Education
The Chubb Institute 1998 — 1999
Diploma in Computer Programming, Computer Programming
Touro College 1996 — 1997
Associates, Business Management
401kDIRECT, LLC January 2015 - Present
PAI August 2011 - November 2012
ExpertPlan July 2010 - August 2011
SunAmerica Retirement Markets January 1999 - July 2010
Wall Street Access 1990 - 1995
Skills
401k, Series 63, Mutual Funds, Retirement Planning, Series 7, Retirement, Series 6, Wealth Management, Financial Services, Investments, Relationship Management, Defined Benefit, Pensions, Finance, ERISA, Retirement Plan..., Series 24
Education
Franklin Pierce University
BA, Business
HSBC August 2013 - Present
ebusinessware February 2012 - August 2013
Scivantage May 2011 - February 2012
Citi July 2010 - April 2011
Lehman Brothers June 2007 - February 2010
Navisys April 2006 - June 2007
Citigroup 2006 - June 2007
ExpertPlan January 2005 - April 2006
ARMY CECOM January 2001 - January 2005
Mail.com January 1999 - January 2001
Skills
Unix, Java, UML, Solaris, Shell Scripting, Weblogic, JBoss Application Server, SQL, CVS, Testing, TCP/IP, Disaster Recovery, Core Java, Software Documentation, High Availability, HP-UX, Cluster, Management, Technical Support, Team Management, IP, Configuration Management, Automation, Routers, Infrastructure, Requirements Analysis, Integration, Business Analysis, Autosys, Ksh
Education
Averett University 1994 — 1996
Bachelor of Science (BS), Computer Science / Mathematics
Welltok, Inc. January 2010 - Present
Canopy Financial (via acquisition of division from Fiserv/CareGain) October 2008 - November 2009
Fiserv July 2007 - October 2008
ExpertPlan April 2004 - July 2007
Citigroup October 2001 - April 2004
Citigroup December 1998 - October 2001
Skills
Health Insurance, Program Management, CRM, Project Management, Testing, Management, Strategic Planning, Healthcare, Team Building, Employee Benefits, Team Leadership, Business Analysis, Customer Service, Software Project..., Marketing, Marketing Strategy, Vendor Management, Process Improvement, Account Management, Sales
Education
Montclair State University 1995 — 1998
Bachelor of Arts, Psychology
American Express June 2015 - Present
Sirius XM Radio Inc. December 2007 - June 2015
Tribal DDB September 2007 - November 2007
Independence Blue Cross November 2005 - August 2007
ExpertPlan May 2005 - October 2005
Skills
Hibernate, Identity Management, Spring, Tomcat, Struts, JSF, JUnit, Web Services, Subversion, Weblogic, Unix, Java Enterprise Edition, JBoss Application Server, JBoss, Servlets, Ant, JMS, JSP, JDBC, J2EE, Core Java, Design Patterns, SOAP, CVS, Application Servers, Eclipse, MVC, Streaming Media, JNDI, Log4j, JAX-WS, CXF, Drools, MyFaces, Facelets, WebSphere Application..., Tiles, Maven2, Apache, Virtual Directory, Spring Framework
Education
Center for Development of Advanced Computing 2001 — 2001
Diploma
South Gujarat University 1997 — 2000
BS
Bank of America Merrill Lynch September 2009 - Present
Merrill Lynch/Xcitek Consulting Services August 2007 - May 2008
ExpertPlan November 2006 - May 2007
CitiStreet March 2001 - March 2006
CitiStreet April 1999 - March 2001
CitiStreet March 1997 - August 1999
Education
University of Scranton 1988 — 1992
B.S., Marketing
Etrade Financial July 2006 - Present
Goldman Sachs January 2006 - July 2006
ExpertPlan April 2005 - February 2006
Telcordia Technologies May 1992 - April 2005
Skills
Unix, Core Java, Java, Software Development, Perl, Agile Methodologies, Solaris, Java Enterprise Edition, XML, Shell Scripting, Weblogic, Unix Shell Scripting
Education
Polytechnic University 1989 — 1989
MS, Computer Science
Yeshiva University 1984 — 1987
BS, Computer Science
Indiana University January 2012 - Present
ExpertPlan January 2010 - December 2011
ExpertPlan June 2009 - December 2009
ADP May 2003 - June 2009
DWS Investments Deutsche Bank Group January 2002 - May 2003
Scudder Investments January 1996 - December 2001
Kemper Funds January 1994 - December 1995
Skills
DB2, SDLC, SQL, Management, Testing, Data Warehousing, Quality Assurance
Education
Northwest Missouri State University
Bachelors of Science, Management and Data Processing
US Bank September 2014 - Present
Sporting Kansas City February 2013 - Present
Waddell & Reed July 2012 - October 2013
ExpertPlan October 2010 - July 2011
DST Systems January 2003 - February 2010
DWS Investments Service Company/Scudder Service Company January 1998 - January 2003
DST Systems 2003 - 2003
Kemper Service Company January 1994 - January 1998
Skills
Mutual Funds, Leadership, Management, Financial Analysis, Sales, Investments, Securities, Insurance, Call Centers, Series 7, Series 24, Relationship Management, Customer Satisfaction, Risk Management, Team Building, Call Center, Change Management, Customer Service, Asset Management, Process Improvement, Finance, Financial Services, Business Process..., Operations Management, Budgets, Brokerage, Microsoft Excel, New Business Development, Customer Retention, Series 6, Compliance, Disaster Recovery, Business Management, Back Office, Business Solutions, Budgeting, Customer Relations, Negotiation, Coaching, Word, Quality Assurance, Team Leadership, Supervisory Skills, Mentoring, Vendor Management, Business Analysis, Strategic Planning, Project Management, Series 7 Licensed
Education
Rockhurst University 1994 — 1998
MBA, Management
Rockhurst University 1984 — 1988
BSBA, Marketing
Little Rock Catholic High
WageWorks September 2012 - Present
WageWorks December 2011 - September 2012
ExpertPlan June 2011 - November 2011
J.P. Morgan Retirement Plan Services March 2008 - June 2011
J.P. Morgan Retirement Plan Services May 2007 - March 2008
Skills
Quality Assurance, Retirement, Training, Management, Leadership, Human Resources
Education
University of Alabama 2000 — 2003
BA, Public Relations
401(k) Direct September 2015 - Present
Ascensus Consulting Services June 2014 - June 2015
ExpertPlan November 2009 - July 2014
UBS November 2008 - April 2009
Merrill Lynch February 2006 - March 2008
AXA Advisors January 2004 - March 2004
Skills
Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Retirement, Employee Benefits, Financial Advisory, Finance, FINRA, Series 63, 401k, Securities, Wealth Management, Alternative Investments, Investments, Series 6, Defined Benefit, ERISA, Investment Advisory, Financial Services, Pensions, Relationship Management
Education
Richard Stockton College of New Jersey 2001 — 2005
Bachelor of Arts, Political Science
Stockton University
Bachelor of Arts (B.A.), Political Science
JPMorgan Chase October 2012 - Present
ExpertPlan November 1993 - December 2011
Skills
Customer Service, Call Center, Retirement Plans, Series 6 and 63 licensed, Call Centers, Performance Management, CRM, Retirement Planning, Risk Management, Management, Training, Employee Benefits, Business Analysis
Education
Emporia State University 1990 — 1992
BS, Sociology
ExpertPlan April 2010 - February 2013
ING Retirement Services (formerly CitiStreet) April 1997 - October 2009
Princeton Bank and Trust Company September 1989 - October 1995
Skills
Mutual Funds, Investments, Securities, Financial Services, Defined Benefit, Account Reconciliation, Pensions, Access, Finance, Process Improvement, 401k, Data Analysis, Financial Reporting, Microsoft Office, AS400 system, Management, Retirement, Research, Operational Risk, Financial Forecasting, Quality Control, Investment Valuation, Adjustments, Loss Adjusting, Pricing, Trading, Payroll Analysis, Performance Metrics, Spreadsheets, Impact Fees, High Pressure Situations, Team Leadership, ACH, Interest Calculation, Financial Variance..., Suspense, 401k Rollovers, Dividends, Trust Services, OmniPlan, Access Database, Sunguard, SOE, Executive Support, Plan Conversions, Exit Process, Financial Operations, TSC Recordkeeping System
Education
Rider University
Bachelor of Science (BS), Management & Organizational Behavior
United States Postal Service May 2015 - Present
Paychex July 2014 - March 2015
MarketSource October 2013 - March 2015
Walmart March 2012 - October 2013
ExpertPlan January 2000 - May 2010
Skills
Computer Hardware..., Microsoft Operating..., Cellular Communications, Adobe Creative Suite, WAN
Education
Kansas City Kansas Community College 1994 — 1997
Associate of Arts (AA), General Studies