Flexible Plan Investments
Description
Address: 3883 Telegraph Rd, Bloomfield Hills, MI 48302 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (248) 642-6640Category: Website: : : : Place name: : : : Website: http://www.flexibleplan.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Flexible Plan Investments Ltd Posting publicly on the Web Write a review Reviews Be the first to review
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Flexible Plan Investments Employees
Employee
Years
Job
Industry
Eryn Cornell Eryn Cornell's Flexible Plan Investments Experience September 2014 - Present
Job Customer Service Representative at Flexible Plan Investments, Ltd.
Industry Financial Services
Experience
Ferris State University Customer Service RepresentativeFlexible Plan Investments, Ltd.September 2014 - Present
Flexible Plan Investments September 2014 - Present
Family Video January 2014 - September 2014
Skills
Philanthropy, Westlaw, Microsoft Office, Leadership, Public Speaking, Fundraising, Time Management, Facebook, Event Planning, PowerPoint
Education
Ferris State University 2013 — 2014
Master of Business Administration (MBA), Focus on Project Management
Ferris State University 2010 — 2013
Bachelor's degree, Business Administration
Ferris State University 2010 — 2013
Associate's degree, Legal Professions and Studies
Ferris State University Customer Service RepresentativeFlexible Plan Investments, Ltd.September 2014 - Present
Flexible Plan Investments September 2014 - Present
Family Video January 2014 - September 2014
Skills
Philanthropy, Westlaw, Microsoft Office, Leadership, Public Speaking, Fundraising, Time Management, Facebook, Event Planning, PowerPoint
Education
Ferris State University 2013 — 2014
Master of Business Administration (MBA), Focus on Project Management
Ferris State University 2010 — 2013
Bachelor's degree, Business Administration
Ferris State University 2010 — 2013
Associate's degree, Legal Professions and Studies
David Merski David Merski's Flexible Plan Investments Experience January 2000 - January 2001
Job Business Systems Liaison at Sony Electronics Inc.
Industry Electrical/Electronic Manufacturing
Experience
Sony Electronics September 2002 - June 2012
Sony Electronics January 2006 - January 2012
Sony Electronics January 2002 - January 2006
PCA National January 2001 - January 2002
Flexible Plan Investments January 2000 - January 2001
Skills
Business Analysis, Business Intelligence, Data Analysis, Data Mining, Failure Analysis, Business Objects, SAP, Computer Hardware, Network Administration, Hardware Support, Robotic Systems, robot, Microsoft Office, Electrostatic Paint..., Server Hardware, Hardware Installation, Vendor Management, Product Management, Consumer Electronics, Quality Assurance, Software Installation, Robotics, Testing, Windows 7, Robot, Unix, Forecasting, Program Management, Microsoft SQL Server, Laptops, Product Lifecycle..., Cisco Technologies, Software Documentation, Switches, Competitive Analysis, Technical Support, Integration, Inventory Management, Product Marketing, Visio, Servers, XP, Analysis, Product Launch, Process Improvement, Information Technology, Product Planning, Hardware, Six Sigma, LAN-WAN
Education
Tri-State Business Institute 1996 — 1998
Associates Degree, Computer Information Systems
Penn State University 1989 — 1994
Associate's degree, Computer and Information Sciences, General
Sony Electronics September 2002 - June 2012
Sony Electronics January 2006 - January 2012
Sony Electronics January 2002 - January 2006
PCA National January 2001 - January 2002
Flexible Plan Investments January 2000 - January 2001
Skills
Business Analysis, Business Intelligence, Data Analysis, Data Mining, Failure Analysis, Business Objects, SAP, Computer Hardware, Network Administration, Hardware Support, Robotic Systems, robot, Microsoft Office, Electrostatic Paint..., Server Hardware, Hardware Installation, Vendor Management, Product Management, Consumer Electronics, Quality Assurance, Software Installation, Robotics, Testing, Windows 7, Robot, Unix, Forecasting, Program Management, Microsoft SQL Server, Laptops, Product Lifecycle..., Cisco Technologies, Software Documentation, Switches, Competitive Analysis, Technical Support, Integration, Inventory Management, Product Marketing, Visio, Servers, XP, Analysis, Product Launch, Process Improvement, Information Technology, Product Planning, Hardware, Six Sigma, LAN-WAN
Education
Tri-State Business Institute 1996 — 1998
Associates Degree, Computer Information Systems
Penn State University 1989 — 1994
Associate's degree, Computer and Information Sciences, General
Joe Moravec Joe Moravec's Flexible Plan Investments Experience 1994 - 1996
Job Executive Director at Senior Army Reserve Commanders Association
Industry Military
Experience
Booz Allen Hamilton October 2001 - Present
Senior Army Reserve Commanders Association January 2012 - Present
US Army Reserve May 2006 - May 2012
NuSoft Solutions 1999 - 2001
Kelly Services 1996 - 1998
Flexible Plan Investments 1994 - 1996
General Dynamics Land Systems 1992 - 1994
Skills
Military, Afghanistan, Army, National Security, Command, DoD, Security Clearance, Operational Planning, Defense, Military Operations, Top Secret, Military Experience, Information Assurance, Intelligence Analysis, Training, Project Planning, Program Management, Organizational..., Intelligence, Government, Government Contracting, Analysis, Emergency Management, Exercises, Force Protection, Logistics, Tactics, Weapons, C4ISR, Homeland Security, Interagency Coordination, Leadership
Education
US Army War College 2008 — 2010
Master of Strategic Studies
University of Southern California 1987 — 1989
MS, Systems Management
United States Military Academy at West Point 1978 — 1982
BS, Computer Science
Booz Allen Hamilton October 2001 - Present
Senior Army Reserve Commanders Association January 2012 - Present
US Army Reserve May 2006 - May 2012
NuSoft Solutions 1999 - 2001
Kelly Services 1996 - 1998
Flexible Plan Investments 1994 - 1996
General Dynamics Land Systems 1992 - 1994
Skills
Military, Afghanistan, Army, National Security, Command, DoD, Security Clearance, Operational Planning, Defense, Military Operations, Top Secret, Military Experience, Information Assurance, Intelligence Analysis, Training, Project Planning, Program Management, Organizational..., Intelligence, Government, Government Contracting, Analysis, Emergency Management, Exercises, Force Protection, Logistics, Tactics, Weapons, C4ISR, Homeland Security, Interagency Coordination, Leadership
Education
US Army War College 2008 — 2010
Master of Strategic Studies
University of Southern California 1987 — 1989
MS, Systems Management
United States Military Academy at West Point 1978 — 1982
BS, Computer Science
Renee Mills-Nay Renee Mills-Nay's Flexible Plan Investments Experience August 1994 - September 1998
Job HRIS Leader
Industry Banking
Experience
Federal Reserve Bank of Kansas City January 2006 - Present
ADP National Accounts June 2002 - October 2004
ADP National Accounts November 1998 - June 2002
Flexible Plan Investments August 1994 - September 1998
Skills
PeopleSoft, HRIS, Payroll, Business Analysis, Applicant Tracking..., Employee Benefits, Banking, Supervisory Skills, Management, Oracle Developer 2000, Oracle Discoverer, Performance Management, Program Management, Taleo, Deferred Compensation, SQL, Visio, Benefits, Vendor Relationship..., Contract Negotiation
Education
University of Kansas - Graduate School of Business
MBA, Business, Management, Economics
Missouri Western State College
BS, Business Administration
Park Hill
Federal Reserve Bank of Kansas City January 2006 - Present
ADP National Accounts June 2002 - October 2004
ADP National Accounts November 1998 - June 2002
Flexible Plan Investments August 1994 - September 1998
Skills
PeopleSoft, HRIS, Payroll, Business Analysis, Applicant Tracking..., Employee Benefits, Banking, Supervisory Skills, Management, Oracle Developer 2000, Oracle Discoverer, Performance Management, Program Management, Taleo, Deferred Compensation, SQL, Visio, Benefits, Vendor Relationship..., Contract Negotiation
Education
University of Kansas - Graduate School of Business
MBA, Business, Management, Economics
Missouri Western State College
BS, Business Administration
Park Hill
Joe Maymo Joe Maymo's Flexible Plan Investments Experience December 2013 - February 2015
Job Regional VP
Industry Financial Services
Experience
Publicly Non-traded REIT February 2015 - Present
Flexible Plan Investments December 2013 - February 2015
Transamerica July 2011 - July 2013
King Consolidated 2009 - 2011
Cornerstone Real Estate Funds 2007 - 2009
Nationwide Financial 2003 - 2007
JPMorgan Chase April 1999 - October 2003
Skills
Fixed Annuities, Mutual Funds, Portfolio Management, Financial Advisory, Relationship Management, Financial Services, Sales, Investments, Selling, Series 63, Series 7, Variable Annuities
Education
The Ohio State University 1993 — 1997
BA, Political Science
The Ohio State University 1993 — 1997
BA, Political Science
Publicly Non-traded REIT February 2015 - Present
Flexible Plan Investments December 2013 - February 2015
Transamerica July 2011 - July 2013
King Consolidated 2009 - 2011
Cornerstone Real Estate Funds 2007 - 2009
Nationwide Financial 2003 - 2007
JPMorgan Chase April 1999 - October 2003
Skills
Fixed Annuities, Mutual Funds, Portfolio Management, Financial Advisory, Relationship Management, Financial Services, Sales, Investments, Selling, Series 63, Series 7, Variable Annuities
Education
The Ohio State University 1993 — 1997
BA, Political Science
The Ohio State University 1993 — 1997
BA, Political Science
Wayne A. Corbitt, CMT Wayne A. Corbitt, CMT's Flexible Plan Investments Experience July 2000 - March 2005
Job Author, All About Candlestick Charting and Candlestick Charting Demystified, McGrawHill
Industry Investment Management
Experience
InTrust Advisors, Inc. October 2008 - Present
Market Perspectives, LLC March 2005 - Present
Trademark Capital Management, Inc. November 2006 - July 2008
International Capital Partners, LLC March 2005 - August 2007
Flexible Plan Investments July 2000 - March 2005
Skills
Trading, Portfolio Management, Hedge Funds
Education
Davenport University 1997 — 1999
Management
Lawrence Technological University 1983 — 1985
Business Management
Henry Ford Community College 1977 — 1980
AS, Computer Science
InTrust Advisors, Inc. October 2008 - Present
Market Perspectives, LLC March 2005 - Present
Trademark Capital Management, Inc. November 2006 - July 2008
International Capital Partners, LLC March 2005 - August 2007
Flexible Plan Investments July 2000 - March 2005
Skills
Trading, Portfolio Management, Hedge Funds
Education
Davenport University 1997 — 1999
Management
Lawrence Technological University 1983 — 1985
Business Management
Henry Ford Community College 1977 — 1980
AS, Computer Science
Steve Rochen, CPA's Flexible Plan Investments Experience February 2007 - December 2008
Job Assistant Controller at Beecher Carlson
Industry Accounting
Experience
Beecher Carlson September 2015 - Present
XL Catlin September 2013 - September 2015
McGladrey January 2012 - August 2013
Foresters Financial Partners February 2009 - January 2012
User Insight July 2011 - December 2011
Flexible Plan Investments February 2007 - December 2008
Invescor, Ltd November 2005 - February 2007
Quicken Loans January 2005 - November 2005
Hertz January 2002 - July 2004
NEXTEL January 2001 - January 2002
Skills
Sales, Accounts Receivable, Accounts Payable, Cash Management, Microsoft Office, Financial Analysis, Forecasting, Financial Planning, Accounting, Insurance, Investments, Customer Relations, Market Research, PowerPoint, Compliance, Auditing, Financial Reporting, Financial Statement..., Fraud, Retirement Plan..., Internal Controls, Forensic Accounting, IDEA, Recruiting, Inventory, Financial Services, Financial Statements, Employee Benefits, CPA, Financial Advisory, Financial Planners, GAAP, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Internal Audit, Tax, US GAAP, Account Reconciliation, Cash Flow, SAP, Hyperion HFM, Statutory Accounting, Small Business, Strategic Financial..., Finance
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
Masters, Accounting (MPA)
Michigan State University - The Eli Broad Graduate School of Management
B.A., Business Administration
Wayne State University
Master of Business Administration, Finance
Beecher Carlson September 2015 - Present
XL Catlin September 2013 - September 2015
McGladrey January 2012 - August 2013
Foresters Financial Partners February 2009 - January 2012
User Insight July 2011 - December 2011
Flexible Plan Investments February 2007 - December 2008
Invescor, Ltd November 2005 - February 2007
Quicken Loans January 2005 - November 2005
Hertz January 2002 - July 2004
NEXTEL January 2001 - January 2002
Skills
Sales, Accounts Receivable, Accounts Payable, Cash Management, Microsoft Office, Financial Analysis, Forecasting, Financial Planning, Accounting, Insurance, Investments, Customer Relations, Market Research, PowerPoint, Compliance, Auditing, Financial Reporting, Financial Statement..., Fraud, Retirement Plan..., Internal Controls, Forensic Accounting, IDEA, Recruiting, Inventory, Financial Services, Financial Statements, Employee Benefits, CPA, Financial Advisory, Financial Planners, GAAP, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Internal Audit, Tax, US GAAP, Account Reconciliation, Cash Flow, SAP, Hyperion HFM, Statutory Accounting, Small Business, Strategic Financial..., Finance
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
Masters, Accounting (MPA)
Michigan State University - The Eli Broad Graduate School of Management
B.A., Business Administration
Wayne State University
Master of Business Administration, Finance
Michael Scurto Michael Scurto's Flexible Plan Investments Experience August 2012 - January 2013
Job Information Systems Manager at Community Choice Credit Union
Industry Information Technology and Services
Experience
Community Choice Credit Union October 2013 - Present
New World Systems January 2013 - October 2013
Flexible Plan Investments August 2012 - January 2013
Member Driven Technologies April 2010 - August 2012
Member Driven Technologies August 2007 - April 2010
Ascension Health November 2006 - August 2007
MidWest Financial Credit Union September 2002 - November 2006
CSC July 2000 - September 2002
Wayne County Michigan May 1996 - July 2000
Skills
Microsoft SQL Server, SQL, Symitar, Visual Basic, Management, Crystal Reports, Troubleshooting, Process Improvement, Active Directory, Access, Agile Methodologies, Servers, System Administration, HTML, XML, Software Development, C#, IT Management, Disaster Recovery, Programming, Databases, Unix, SDLC, Systems Analysis, Software Documentation, Symitar Report Generator, T-SQL, Visual Studio, Leadership, Visual C#, Visual Basic 5.0/6.0, JavaScript, Scrum, Unit Testing, Team Foundation Services, Microsoft Access, Pick Basic, SQL Server Management..., Microsoft Technologies, SharePoint Server, SharePoint Designer
Education
Lawrence Technological University 1998 — 2001
Master of Science, Information Systems
University of Detroit Mercy 1987 — 1991
Bachelor of Science, Criminal Justice
Community Choice Credit Union October 2013 - Present
New World Systems January 2013 - October 2013
Flexible Plan Investments August 2012 - January 2013
Member Driven Technologies April 2010 - August 2012
Member Driven Technologies August 2007 - April 2010
Ascension Health November 2006 - August 2007
MidWest Financial Credit Union September 2002 - November 2006
CSC July 2000 - September 2002
Wayne County Michigan May 1996 - July 2000
Skills
Microsoft SQL Server, SQL, Symitar, Visual Basic, Management, Crystal Reports, Troubleshooting, Process Improvement, Active Directory, Access, Agile Methodologies, Servers, System Administration, HTML, XML, Software Development, C#, IT Management, Disaster Recovery, Programming, Databases, Unix, SDLC, Systems Analysis, Software Documentation, Symitar Report Generator, T-SQL, Visual Studio, Leadership, Visual C#, Visual Basic 5.0/6.0, JavaScript, Scrum, Unit Testing, Team Foundation Services, Microsoft Access, Pick Basic, SQL Server Management..., Microsoft Technologies, SharePoint Server, SharePoint Designer
Education
Lawrence Technological University 1998 — 2001
Master of Science, Information Systems
University of Detroit Mercy 1987 — 1991
Bachelor of Science, Criminal Justice
Dan Sullivan, CAM Dan Sullivan, CAM's Flexible Plan Investments Experience June 2003 - June 2006
Job Assistant General Manager at Flair Tower
Industry Real Estate
Experience
McCaffery Interests March 2012 - Present
Ludwig and Company November 2010 - April 2012
Lincoln Property Company July 2009 - November 2010
Sharmac Capital July 2008 - March 2009
First Cut Lawn Care March 2004 - March 2008
Flexible Plan Investments June 2003 - June 2006
Skills
Online Marketing, Property Management, Leases, Rentals, Real Estate, Customer Service, Financial Analysis, Sales Management, Financial Management, Apartments, MRI, OneSite Real Page, Market Research, Residential Homes, Real Estate Development, Shopping Centers, Commercial Real Estate, Contract Negotiation, Real Estate Financing, Due Diligence, Real Estate Economics, Managerial Finance, Lease Administration, Brokerage, Asset Management, Landlords, Yardi, Tenant, Corporate Real Estate, Location Intelligence, Investment Properties, Valuation, Lease Negotiations, Disposition, Real Estate Transactions, Investments, Property, Sellers, Tenant Representation, Acquisitions, Fair Housing
Education
Central Michigan University 1998 — 2003
Bachelor of Science in Business Administration, Finance
Detroit Catholic Central 1994 — 1998
McCaffery Interests March 2012 - Present
Ludwig and Company November 2010 - April 2012
Lincoln Property Company July 2009 - November 2010
Sharmac Capital July 2008 - March 2009
First Cut Lawn Care March 2004 - March 2008
Flexible Plan Investments June 2003 - June 2006
Skills
Online Marketing, Property Management, Leases, Rentals, Real Estate, Customer Service, Financial Analysis, Sales Management, Financial Management, Apartments, MRI, OneSite Real Page, Market Research, Residential Homes, Real Estate Development, Shopping Centers, Commercial Real Estate, Contract Negotiation, Real Estate Financing, Due Diligence, Real Estate Economics, Managerial Finance, Lease Administration, Brokerage, Asset Management, Landlords, Yardi, Tenant, Corporate Real Estate, Location Intelligence, Investment Properties, Valuation, Lease Negotiations, Disposition, Real Estate Transactions, Investments, Property, Sellers, Tenant Representation, Acquisitions, Fair Housing
Education
Central Michigan University 1998 — 2003
Bachelor of Science in Business Administration, Finance
Detroit Catholic Central 1994 — 1998
Matthew Lowell Matthew Lowell's Flexible Plan Investments Experience September 2013 - January 2014
Job Internal Wholesaler at Jackson National Life Distributors
Industry Financial Services
Experience
Jackson National Life Distributors June 2014 - Present
Jackson National Life Distributors LLC February 2014 - June 2014
Flexible Plan Investments September 2013 - January 2014
Carlin Alumni House- Central Michigan University May 2012 - August 2013
Central Michigan University June 2011 - May 2012
English Gardens May 2010 - August 2010
Skills
Series 6, Public Speaking, PowerPoint, Training, Job Coaching, Payroll, Microsoft Excel, Cold Calling Experience, Educational Fundraising, Microsoft Office, Microsoft Word, Research, Outlook, Data Analysis, Salesforce.com, People Skills
Education
Central Michigan University 2009 — 2013
Bachelor of Science Business Administration, Finance, Senior
Lahser High School 2006 — 2009
High School Diploma
Jackson National Life Distributors June 2014 - Present
Jackson National Life Distributors LLC February 2014 - June 2014
Flexible Plan Investments September 2013 - January 2014
Carlin Alumni House- Central Michigan University May 2012 - August 2013
Central Michigan University June 2011 - May 2012
English Gardens May 2010 - August 2010
Skills
Series 6, Public Speaking, PowerPoint, Training, Job Coaching, Payroll, Microsoft Excel, Cold Calling Experience, Educational Fundraising, Microsoft Office, Microsoft Word, Research, Outlook, Data Analysis, Salesforce.com, People Skills
Education
Central Michigan University 2009 — 2013
Bachelor of Science Business Administration, Finance, Senior
Lahser High School 2006 — 2009
High School Diploma
Rukmal Fernando's Flexible Plan Investments Experience April 1997 - December 2002
Job CEO/Founder Breeze Design Studio/NuMatrix, Inc
Industry Marketing and Advertising
Experience
Breeze Design Studio May 2000 - Present
Numatrix, Inc July 2000 - December 2006
Flexible Plan Investments April 1997 - December 2002
Skills
Entrepreneurship, Graphic Design, Corporate Branding, Investments, Mobile Applications, Portfolio Management, Project Management, Team Building, Recruiting, Social Media, Start-ups, Market Research, Social Media Marketing, Marketing Strategy, Public Relations, Web Design, Digital Marketing, Online Marketing, Web Development, Online Advertising
Education
Indiana University—Purdue University Fort Wayne 1987 — 1991
Breeze Design Studio May 2000 - Present
Numatrix, Inc July 2000 - December 2006
Flexible Plan Investments April 1997 - December 2002
Skills
Entrepreneurship, Graphic Design, Corporate Branding, Investments, Mobile Applications, Portfolio Management, Project Management, Team Building, Recruiting, Social Media, Start-ups, Market Research, Social Media Marketing, Marketing Strategy, Public Relations, Web Design, Digital Marketing, Online Marketing, Web Development, Online Advertising
Education
Indiana University—Purdue University Fort Wayne 1987 — 1991
Alec K's Flexible Plan Investments Experience June 2002 - July 2006
Job
Industry Investment Management
Experience
Delta Air Lines November 2012 - Present
Delta Air Lines January 2007 - November 2012
Homrich Berg August 2006 - December 2006
Flexible Plan Investments June 2002 - July 2006
Ebix 2000 - 2000
Skills
Asset Managment, Portfolio Management, Investments, Financial Modeling, Financial Analysis, Equities, Alternative Investments, Valuation, Risk Management, Fixed Income, Mutual Funds, Asset Management, Finance, Corporate Finance, Capital Markets, Cash Management, Relationship Management, Business Analysis, Bloomberg, Commodity, Analysis, Securities, Investment Banking, Trading, Derivatives, Financial Markets, Financial Services, Wealth Management, Banking, Private Equity, Financial Reporting, Credit Analysis, Economics, Forecasting
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2012
Master of Science (MS), Finance, General
Georgia Institute of Technology 1997 — 2001
B.S, Management; Finance, Economics and Information Technology
Delta Air Lines November 2012 - Present
Delta Air Lines January 2007 - November 2012
Homrich Berg August 2006 - December 2006
Flexible Plan Investments June 2002 - July 2006
Ebix 2000 - 2000
Skills
Asset Managment, Portfolio Management, Investments, Financial Modeling, Financial Analysis, Equities, Alternative Investments, Valuation, Risk Management, Fixed Income, Mutual Funds, Asset Management, Finance, Corporate Finance, Capital Markets, Cash Management, Relationship Management, Business Analysis, Bloomberg, Commodity, Analysis, Securities, Investment Banking, Trading, Derivatives, Financial Markets, Financial Services, Wealth Management, Banking, Private Equity, Financial Reporting, Credit Analysis, Economics, Forecasting
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2012
Master of Science (MS), Finance, General
Georgia Institute of Technology 1997 — 2001
B.S, Management; Finance, Economics and Information Technology
Adam Quiring's Flexible Plan Investments Experience August 2002 - August 2009
Job Q3 Asset Management
Industry Investment Management
Experience
Q3 Asset Management September 2009 - Present
Flexible Plan Investments August 2002 - August 2009
Education
Northern Michigan University 1994 — 1999
Business
Q3 Asset Management September 2009 - Present
Flexible Plan Investments August 2002 - August 2009
Education
Northern Michigan University 1994 — 1999
Business
Jason Kling's Flexible Plan Investments Experience April 2012 - Present
Job at
Industry Financial Services
Experience
Flexible Plan Investments April 2012 - Present
Paladin Realty Partners February 2008 - June 2010
Trust Company of America January 2005 - January 2008
TD Ameritrade 2004 - 2004
Kemper/Scudder/Zurich/Deutsche Bank/DB 2000 - 2003
Cohen & Steers 1997 - 1999
Skills
Mutual Funds, Series 7, Real Estate Investment, Investments, Asset Management, New Business Development, Alternative Investments, Securities, Wealth Management, Financial Planning, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Portfolio Management, 401k, Strategic Financial...
Education
University of Iowa 1989 — 1993
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Finance
Flexible Plan Investments April 2012 - Present
Paladin Realty Partners February 2008 - June 2010
Trust Company of America January 2005 - January 2008
TD Ameritrade 2004 - 2004
Kemper/Scudder/Zurich/Deutsche Bank/DB 2000 - 2003
Cohen & Steers 1997 - 1999
Skills
Mutual Funds, Series 7, Real Estate Investment, Investments, Asset Management, New Business Development, Alternative Investments, Securities, Wealth Management, Financial Planning, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Portfolio Management, 401k, Strategic Financial...
Education
University of Iowa 1989 — 1993
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Finance
Deborah Steinle's Flexible Plan Investments Experience May 2002 - November 2007
Job Benefit Analyst at Lau & Lau Associates, LLC
Industry Financial Services
Experience
Lau & Lau Associates, LLC October 2014 - August 2015
Rogers Benefit Group November 2013 - October 2014
McNish Financial Services February 2011 - November 2012
Vector Benefits February 2008 - February 2011
Flexible Plan Investments May 2002 - November 2007
Skills
Employee Benefits, Insurance, Health Insurance, Human Resources, COBRA, Disability Insurance, Benefits Administration, Life Insurance, Financial Services, Finance, Health Savings Accounts
Education
Mary Baldwin College
n/a
Mary Baldwin College
Lau & Lau Associates, LLC October 2014 - August 2015
Rogers Benefit Group November 2013 - October 2014
McNish Financial Services February 2011 - November 2012
Vector Benefits February 2008 - February 2011
Flexible Plan Investments May 2002 - November 2007
Skills
Employee Benefits, Insurance, Health Insurance, Human Resources, COBRA, Disability Insurance, Benefits Administration, Life Insurance, Financial Services, Finance, Health Savings Accounts
Education
Mary Baldwin College
n/a
Mary Baldwin College
Cheryl Callender's Flexible Plan Investments Experience May 2002 - March 2005
Job Financial Advisor at Bankers Life and Casualty
Industry Financial Services
Experience
Bankers Life and Casualty January 2009 - Present
The Auto Club Group May 2005 - December 2008
Flexible Plan Investments May 2002 - March 2005
Morgan Stanley Wealth Management January 1999 - April 2000
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Life Insurance, long term care planning, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Medicare, Long Term Care Insurance, IRAs, Financial Planning, Finance, Retirement, Disability Insurance, Term Life Insurance, Investments, Wealth Management, Insurance, Financial Advisory, Estate Planning
Education
College for Financial Planning
CFP
The University of Texas at Austin
B.S Communications
Bankers Life and Casualty January 2009 - Present
The Auto Club Group May 2005 - December 2008
Flexible Plan Investments May 2002 - March 2005
Morgan Stanley Wealth Management January 1999 - April 2000
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Life Insurance, long term care planning, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Medicare, Long Term Care Insurance, IRAs, Financial Planning, Finance, Retirement, Disability Insurance, Term Life Insurance, Investments, Wealth Management, Insurance, Financial Advisory, Estate Planning
Education
College for Financial Planning
CFP
The University of Texas at Austin
B.S Communications