ExpertPlan Company

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ExpertPlan Employees

Employee
Years
Job
Industry
Geoffrey Strunk Geoffrey Strunk Glen Mills, Pennsylvania Details
Geoffrey Strunk's ExpertPlan Experience July 2010 - August 2012
Job Attorney
Industry Law Practice
Experience
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

Ross Brown Ross Brown Jersey City, New Jersey Details
Ross Brown's ExpertPlan Experience October 2000 - January 2014
Job Vice President, Business Development Retirement Plan Network at Pershing, a BNY Mellon company
Industry Financial Services
Experience
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

Jacob Goodapple Jacob Goodapple Cincinnati Area Details
Jacob Goodapple's ExpertPlan Experience July 2009 - May 2011
Job HR Leadership Program at GE
Industry Airlines/Aviation
Experience
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

Eddie Romaka Eddie Romaka Keller, Texas Details
Eddie Romaka's ExpertPlan Experience September 2012 - April 2013
Job Vice President of Sales and Business Development at the Bancorp
Industry Investment Management
Experience
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

Eric Suhr, CRPC Eric Suhr, CRPC Greater New York City Area Details
Eric Suhr, CRPC's ExpertPlan Experience March 2007 - 2009
Job Retirement Plan Consultant/Managing Member at Pathway Retirement Resources, LLC
Industry Financial Services
Experience
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

Michael Marano Michael Marano Greater New York City Area Details
Michael Marano's ExpertPlan Experience June 2000 - September 2004
Job Vice President, Sr. Product & Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
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

Gregory Hyde Gregory Hyde Greater Atlanta Area Details
Gregory Hyde's ExpertPlan Experience January 2007 - February 2008
Job kPurchase LLC, EVP & Principal
Industry Management Consulting
Experience
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

Joseph Abate Joseph Abate Greater New York City Area Details
Joseph Abate's ExpertPlan Experience May 2010 - August 2011
Job 401(k) District Manager at ADP
Industry Financial Services
Experience
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

Karen Novak Karen Novak Greater New York City Area Details
Karen Novak's ExpertPlan Experience November 2002 - May 2010
Job Implementation Partner at Lincoln Financial Group
Industry Financial Services
Experience
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

Buddy Rhoads Buddy Rhoads Little Rock, Arkansas Area Details
Buddy Rhoads's ExpertPlan Experience June 2009 - April 2010
Job Financial Services / Information Technology Professional
Industry Financial Services
Experience
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

Jim Heerwagen Jim Heerwagen San Francisco Bay Area Details
Jim Heerwagen's ExpertPlan Experience 1998 - December 2013
Job Adviser
Industry Internet
Experience
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

Donny Sheinwald, AIF Donny Sheinwald, AIF Greater New York City Area Details
Donny Sheinwald, AIF's ExpertPlan Experience June 2007 - February 2009
Job Regional 401(k) Sales Director at Lincoln Financial Group
Industry Financial Services
Experience
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

George Sawn George Sawn Greater Philadelphia Area Details
George Sawn's ExpertPlan Experience 2010 - 2012
Job Principal at Financial and Operations Consultant
Industry Financial Services
Experience
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

Neia Norris Neia Norris Kansas City, Kansas Details
Neia Norris's ExpertPlan Experience January 2006 - December 2011
Job Reconciliation Specialist at ExpertPlan
Industry Financial Services
Experience
ExpertPlan   January 2006 - December 2011
Deluxe Financial   January 2000 - January 2006
AT&T  January 1998 - January 2000
UMB Bank  January 1994 - January 1998

Education
Johnson County Community College

Jayakumar Rangasamy Jayakumar Rangasamy Raleigh-Durham, North Carolina Area Details
Jayakumar Rangasamy's ExpertPlan Experience November 2003 - June 2011
Job Senior Technical Architect at iGate, Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Breanna Ransburg Breanna Ransburg Kansas City, Missouri Details
Breanna Ransburg's ExpertPlan Experience June 2011 - August 2011
Job Certified Nursing Assistant
Industry Health, Wellness and Fitness
Experience
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

Michael Plewik Michael Plewik Greater New York City Area Details
Michael Plewik's ExpertPlan Experience November 2010 - October 2011
Job Financial Sales/Service Professional
Industry Financial Services
Experience
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

Tony Panarese Tony Panarese Greater New York City Area Details
Tony Panarese's ExpertPlan Experience April 2006 - September 2013
Job Operations and Service Executive
Industry Financial Services
Experience
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

Marcos Roman, PMP Marcos Roman, PMP Greater New York City Area Details
Marcos Roman, PMP's ExpertPlan Experience December 2004 - August 2006
Job Director of Product Development
Industry Information Technology and Services
Experience
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

Boris Kontsov Boris Kontsov Greater New York City Area Details
Boris Kontsov's ExpertPlan Experience May 2010 - February 2011
Job Java Developer II at TD Ameritrade Institutional
Industry Computer Software
Experience
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

Nisha Godse Nisha Godse Greater New York City Area Details
Nisha Godse's ExpertPlan Experience July 1999 - August 2004
Job Senior Technology Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Robert Unger Robert Unger Greater New York City Area Details
Robert Unger's ExpertPlan Experience August 2005 - June 2007
Job Founder & CEO
Industry Financial Services
Experience
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

Annamaria McBride, CRPS, CBC Annamaria McBride, CRPS, CBC Kansas City, Missouri Area Details
Annamaria McBride, CRPS, CBC's ExpertPlan Experience October 2010 - June 2012
Job Retirement Plan Consultant
Industry Financial Services
Experience
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

Bob Lenzmeier Bob Lenzmeier Kansas City, Missouri Area Details
Bob Lenzmeier's ExpertPlan Experience June 2009 - Present
Job Vice President Operations and Client Relationship
Industry Financial Services
Experience
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

Chris McCarthy, CFA Chris McCarthy, CFA Greater Boston Area Details
Chris McCarthy, CFA's ExpertPlan Experience October 2001 - December 2003
Job Managing Director, Head of Institutional Sales at Horizon Kinetics LLC
Industry Investment Management
Experience
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

Danny Groza Danny Groza Greater New York City Area Details
Danny Groza's ExpertPlan Experience February 2012 - May 2012
Job 401k Internal Wholesaler at AXA Equitable
Industry Financial Services
Experience
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

Sophia Craig Sophia Craig Folsom, California Details
Sophia Craig's ExpertPlan Experience June 2009 - December 2012
Job VP, Client Services
Industry Financial Services
Experience
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

Gary Berdoff Gary Berdoff Greater New York City Area Details
Gary Berdoff's ExpertPlan Experience January 2010 - May 2011
Job Retirement Plan Consultant at Berdoff Advisors
Industry Financial Services
Experience
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

Sarah Kramer Sarah Kramer Greater New York City Area Details
Sarah Kramer's ExpertPlan Experience September 2005 - September 2006
Job Experienced Application Developer
Industry Information Technology and Services
Experience
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

Hal Rose, CFP, AIF Hal Rose, CFP, AIF Greater New York City Area Details
Hal Rose, CFP, AIF's ExpertPlan Experience July 2010 - August 2011
Job President, 401kDIRECT, LLC
Industry Financial Services
Experience
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

Sean Tucker Sean Tucker Greater New York City Area Details
Sean Tucker's ExpertPlan Experience January 2005 - April 2006
Job Sr. US Environment Manager at HSBC
Industry Investment Banking
Experience
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

Carolyn Wysocki Carolyn Wysocki Greater New York City Area Details
Carolyn Wysocki's ExpertPlan Experience April 2004 - July 2007
Job Senior Client Service Manager at Welltok
Industry Information Technology and Services
Experience
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

Viral Ghariwala Viral Ghariwala Greater New York City Area Details
Viral Ghariwala's ExpertPlan Experience May 2005 - October 2005
Job Sr. Engineer I at American Express
Industry Financial Services
Experience
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

Monica Ricciardelli Monica Ricciardelli Greater New York City Area Details
Monica Ricciardelli's ExpertPlan Experience November 2006 - May 2007
Job Sr. QA Engineer at Merrill Lynch/Bank of America
Industry Financial Services
Experience
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

Israel Botnick Israel Botnick Greater New York City Area Details
Israel Botnick's ExpertPlan Experience April 2005 - February 2006
Job Senior Software Engineer at Etrade Financial
Industry Financial Services
Experience
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

Corina Greiner Corina Greiner Bloomington, Indiana Area Details
Corina Greiner's ExpertPlan Experience January 2010 - December 2011
Job Programmer Analyst at Indiana University
Industry Higher Education
Experience
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

Dan Killeen Dan Killeen Kansas City, Missouri Area Details
Dan Killeen's ExpertPlan Experience October 2010 - July 2011
Job Fraud Operations Manager at US Bank
Industry Financial Services
Experience
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

Laura (Radford) Schmeidler Laura (Radford) Schmeidler Prairie Village, Kansas Details
Laura (Radford) Schmeidler's ExpertPlan Experience June 2011 - November 2011
Job Relationship Manager
Industry Financial Services
Experience
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

Kevin Mundy, ARPC Kevin Mundy, ARPC Manasquan, New Jersey Details
Kevin Mundy, ARPC's ExpertPlan Experience November 2009 - July 2014
Job Internal Wholesaler at 401(k) Direct
Industry Financial Services
Experience
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

Kristin Glanville Kristin Glanville Kansas City, Missouri Area Details
Kristin Glanville's ExpertPlan Experience November 1993 - December 2011
Job Conversion Systems Specialist at J.P. Morgan Chase
Industry Financial Services
Experience
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

Scott Worobec Scott Worobec Bridgewater, New Jersey Details
Scott Worobec's ExpertPlan Experience April 2010 - February 2013
Job Financial Services Professional
Industry Financial Services
Experience
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

David Her David Her Kansas City, Kansas Details
David Her's ExpertPlan Experience January 2000 - May 2010
Job United States Postal Service
Industry Logistics and Supply Chain
Experience
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