Flexible Plan Investments, Ltd.
Description
Address: 3883 Telegraph Rd, Bloomfield Hills, MI 48302 Hours: Open ⋅ Closes 5PM Thursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMSuggest 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? Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 12 PM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays 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
Flexible Plan Investments, Ltd. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Flexible Plan Investments, Ltd.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Flexible Plan Investments, Ltd. Employees
Employee
Years
Job
Industry
Jordan Liabenow Jordan Liabenow's Flexible Plan Investments, Ltd. Experience February 2012 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. February 2012 - Present
Liabenow Tree Farms October 2000 - December 2011
Carroll Retirement Plans & Investments June 2011 - September 2011
Core Communications International January 2011 - May 2011
Progressive Builders 2006 - 2008
Skills
Software Proficiency, Financial Analysis, Financial Modeling, Budgeting, Accounting, Social Media Marketing, Strategic Financial..., Email Marketing, Finance, Alternative Investments, Financial Services, Investments, Sales, Strategic Planning, Retirement Planning, Customer Service, Risk Management, Microsoft Word, Microsoft Excel, Leadership
Education
Cadillac High School 2009 — 2012
Ferris State University 2009 — 2011
Bachelors of Science, Finance
Flexible Plan Investments, Ltd. February 2012 - Present
Liabenow Tree Farms October 2000 - December 2011
Carroll Retirement Plans & Investments June 2011 - September 2011
Core Communications International January 2011 - May 2011
Progressive Builders 2006 - 2008
Skills
Software Proficiency, Financial Analysis, Financial Modeling, Budgeting, Accounting, Social Media Marketing, Strategic Financial..., Email Marketing, Finance, Alternative Investments, Financial Services, Investments, Sales, Strategic Planning, Retirement Planning, Customer Service, Risk Management, Microsoft Word, Microsoft Excel, Leadership
Education
Cadillac High School 2009 — 2012
Ferris State University 2009 — 2011
Bachelors of Science, Finance
Lee Pritsoulis Lee Pritsoulis's Flexible Plan Investments, Ltd. Experience August 2003 - September 2004
Job Sr. Financial advisor at Quint, Miller & Co.
Industry Financial Services
Experience
Quint, Miller & Co. September 2004 - Present
Flexible Plan Investments, Ltd. August 2003 - September 2004
Media Plus Holding February 2001 - March 2002
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Retirement, Series 7, Investment Advisory, Financial Advisory, Estate Planning, Asset Management
Education
University of Massachusetts, Amherst 1988 — 1993
University of Exeter 1990 — 1991
Arts, Computer Graphics
Quint, Miller & Co. September 2004 - Present
Flexible Plan Investments, Ltd. August 2003 - September 2004
Media Plus Holding February 2001 - March 2002
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Retirement, Series 7, Investment Advisory, Financial Advisory, Estate Planning, Asset Management
Education
University of Massachusetts, Amherst 1988 — 1993
University of Exeter 1990 — 1991
Arts, Computer Graphics
Steven Warrow Steven Warrow's Flexible Plan Investments, Ltd. Experience September 2013 - January 2015
Job Financial Sales
Industry Investment Management
Experience
Flexible Plan Investments, Ltd. September 2013 - January 2015
Quicken Loans November 2012 - July 2013
AXA Advisors September 2011 - May 2012
Education
University of Michigan 2005 — 2009
BGS, Economics, History
Flexible Plan Investments, Ltd. September 2013 - January 2015
Quicken Loans November 2012 - July 2013
AXA Advisors September 2011 - May 2012
Education
University of Michigan 2005 — 2009
BGS, Economics, History
David Durso David Durso's Flexible Plan Investments, Ltd. Experience January 2010 - August 2014
Job Investment Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Flexible Plan Investments, Ltd. January 2010 - August 2014
New York Home Health Care November 2007 - December 2009
JPMorgan Chase Paymentech July 2006 - May 2007
Washington Mutual bank January 2000 - June 2006
Education
Nassau Community College 1993 — 1995
Associate's degree, Finance and Financial Management Services
Mepham
Ameriprise Financial Services, Inc. September 2014 - Present
Flexible Plan Investments, Ltd. January 2010 - August 2014
New York Home Health Care November 2007 - December 2009
JPMorgan Chase Paymentech July 2006 - May 2007
Washington Mutual bank January 2000 - June 2006
Education
Nassau Community College 1993 — 1995
Associate's degree, Finance and Financial Management Services
Mepham
Kiley Weber Kiley Weber's Flexible Plan Investments, Ltd. Experience January 2013 - May 2014
Job Jr. Art Director at Team Detroit
Industry Graphic Design
Experience
Team Detroit May 2014 - Present
Flexible Plan Investments, Ltd. January 2013 - May 2014
Lake Court Medical Supplies September 2011 - January 2013
McCann Erickson January 2011 - September 2011
The Art Institutes January 2010 - November 2010
Target April 2006 - January 2010
Skills
InDesign, Illustrator, Adobe Creative Suite, Graphic Design, Layout, Photoshop, Visual Communication, Photography, Microsoft Office, Mac, Typography, Posters, Logos, Logo Design, Illustration, Brochures, Art Direction, Flyers, Catalogs, Digital Illustration, Business Cards, Vector Illustration, Image Manipulation, Advertising, Graphics, Packaging, Direct Mail, Banners, Corporate Identity, Dreamweaver, Newsletters, Web Design, HTML 5, Email Marketing, HTML emails, Information Graphics, Adobe Acrobat, Corporate Branding, Flash, Image Editing, QuarkXPress
Education
The Art Institute 2008 — 2011
Bechelor of Fine Arts, Visual Communication
Henry Ford Community College 2007 — 2008
William D. Ford Career Technical Center 2005 — 2007
Desktop Publishing
Team Detroit May 2014 - Present
Flexible Plan Investments, Ltd. January 2013 - May 2014
Lake Court Medical Supplies September 2011 - January 2013
McCann Erickson January 2011 - September 2011
The Art Institutes January 2010 - November 2010
Target April 2006 - January 2010
Skills
InDesign, Illustrator, Adobe Creative Suite, Graphic Design, Layout, Photoshop, Visual Communication, Photography, Microsoft Office, Mac, Typography, Posters, Logos, Logo Design, Illustration, Brochures, Art Direction, Flyers, Catalogs, Digital Illustration, Business Cards, Vector Illustration, Image Manipulation, Advertising, Graphics, Packaging, Direct Mail, Banners, Corporate Identity, Dreamweaver, Newsletters, Web Design, HTML 5, Email Marketing, HTML emails, Information Graphics, Adobe Acrobat, Corporate Branding, Flash, Image Editing, QuarkXPress
Education
The Art Institute 2008 — 2011
Bechelor of Fine Arts, Visual Communication
Henry Ford Community College 2007 — 2008
William D. Ford Career Technical Center 2005 — 2007
Desktop Publishing
Jeffrey Ingalsbe Jeffrey Ingalsbe's Flexible Plan Investments, Ltd. Experience May 2015 - Present
Job Chief Information Security Officer
Industry Information Technology and Services
Experience
Flexible Plan Investments, Ltd. May 2015 - Present
University of Detroit Mercy August 2009 - May 2015
University of Detroit Mercy December 2011 - January 2015
University of Detroit Mercy August 2010 - July 2014
University of Michigan - Dearborn July 2013 - January 2014
Ford Motor Company March 2007 - September 2009
NSA National Center of Academic Excellence in IA Education September 2005 - September 2009
Ford Motor Company May 2004 - February 2007
Ford Motor Company March 2002 - May 2004
Thermotron 1991 - 1992
Skills
Security, Enterprise Software, Programming, Information Security, Leadership, Computer Security, Strategy, Cloud Computing, Operating Systems, Management, Program Management, Conceptual Modeling, Visio, Architecture, ISO 27001, Analysis, Strategic Planning, Networking, Linux, Cross-functional Team..., Team Leadership, Information Technology, Business Process, Information Security..., Project Planning, Mobile Devices, Architectures, Integration, Governance, Network Security, Software Development, IT Strategy, Process Improvement, IT Management, Infrastructure
Education
University of Michigan-Dearborn 2009 — 2014
University of Detroit Mercy 1998 — 2001
MSCIS
Michigan Technological University 1981 — 1991
Bachelor of Science (BS)
Flexible Plan Investments, Ltd. May 2015 - Present
University of Detroit Mercy August 2009 - May 2015
University of Detroit Mercy December 2011 - January 2015
University of Detroit Mercy August 2010 - July 2014
University of Michigan - Dearborn July 2013 - January 2014
Ford Motor Company March 2007 - September 2009
NSA National Center of Academic Excellence in IA Education September 2005 - September 2009
Ford Motor Company May 2004 - February 2007
Ford Motor Company March 2002 - May 2004
Thermotron 1991 - 1992
Skills
Security, Enterprise Software, Programming, Information Security, Leadership, Computer Security, Strategy, Cloud Computing, Operating Systems, Management, Program Management, Conceptual Modeling, Visio, Architecture, ISO 27001, Analysis, Strategic Planning, Networking, Linux, Cross-functional Team..., Team Leadership, Information Technology, Business Process, Information Security..., Project Planning, Mobile Devices, Architectures, Integration, Governance, Network Security, Software Development, IT Strategy, Process Improvement, IT Management, Infrastructure
Education
University of Michigan-Dearborn 2009 — 2014
University of Detroit Mercy 1998 — 2001
MSCIS
Michigan Technological University 1981 — 1991
Bachelor of Science (BS)
Steven Zimberg Steven Zimberg's Flexible Plan Investments, Ltd. Experience 1988 - 1991
Job Founder, Artends Vintage Design Resource
Industry Internet
Experience
Artends Vintage Design Resource December 2013 - Present
Societism Institute January 2008 - November 2014
IBEW Local 58 1991 - January 2013
Asset Advisory Services March 1981 - January 2013
Life's Great January 2005 - June 2010
Flexible Plan Investments, Ltd. 1988 - 1991
Skills
Economics, Government, Start-ups, Management Consulting, Fundraising, Mutual Funds, Public Speaking, Public Policy, Politics, Non-profits, Data Analysis, Microsoft Excel, Management, Entrepreneurship, Venture Capital, Social Networking, Strategic Planning, Social Media Marketing, Finance, Nonprofits, Investments, Social Media, Risk Management, Public Relations, Strategy, Political Campaigns
Education
Hillsdale College 1973 — 1977
Liberal Studies, Economics and Business Administration
Artends Vintage Design Resource December 2013 - Present
Societism Institute January 2008 - November 2014
IBEW Local 58 1991 - January 2013
Asset Advisory Services March 1981 - January 2013
Life's Great January 2005 - June 2010
Flexible Plan Investments, Ltd. 1988 - 1991
Skills
Economics, Government, Start-ups, Management Consulting, Fundraising, Mutual Funds, Public Speaking, Public Policy, Politics, Non-profits, Data Analysis, Microsoft Excel, Management, Entrepreneurship, Venture Capital, Social Networking, Strategic Planning, Social Media Marketing, Finance, Nonprofits, Investments, Social Media, Risk Management, Public Relations, Strategy, Political Campaigns
Education
Hillsdale College 1973 — 1977
Liberal Studies, Economics and Business Administration
Ashley Ziskie's Flexible Plan Investments, Ltd. Experience June 2013 - August 2013
Job Supplier Relations Specialist at OpTech
Industry Human Resources
Experience
OpTech September 2015 - Present
OpTech August 2014 - September 2015
OpTech October 2013 - August 2014
Kelly Services September 2011 - October 2013
Flexible Plan Investments, Ltd. June 2013 - August 2013
Kelly Services December 2011 - June 2012
Chili's March 2011 - October 2011
EXPRESS November 2010 - July 2011
Skills
Human Resources, Training, Customer Service, Recruiting, Applicant Tracking..., Employee Relations, Microsoft Office, Administrative..., Employee Training, Customer Satisfaction, Telephone Skills, Leadership, System Administration, Interviews, Sales, Outlook, Cold Calling, Office Management, Hiring, Payroll, Salesforce.com
Education
Oakland University 2014 — 2017
Bachelor of Science (B.S.), Human Resources Development
Oakland Community College 2010 — 2015
Transferred over to OU, Human Resources Development
Brandon High School 2006 — 2010
Diploma, High School
OpTech September 2015 - Present
OpTech August 2014 - September 2015
OpTech October 2013 - August 2014
Kelly Services September 2011 - October 2013
Flexible Plan Investments, Ltd. June 2013 - August 2013
Kelly Services December 2011 - June 2012
Chili's March 2011 - October 2011
EXPRESS November 2010 - July 2011
Skills
Human Resources, Training, Customer Service, Recruiting, Applicant Tracking..., Employee Relations, Microsoft Office, Administrative..., Employee Training, Customer Satisfaction, Telephone Skills, Leadership, System Administration, Interviews, Sales, Outlook, Cold Calling, Office Management, Hiring, Payroll, Salesforce.com
Education
Oakland University 2014 — 2017
Bachelor of Science (B.S.), Human Resources Development
Oakland Community College 2010 — 2015
Transferred over to OU, Human Resources Development
Brandon High School 2006 — 2010
Diploma, High School
Gary Burton Gary Burton's Flexible Plan Investments, Ltd. Experience May 2007 - November 2012
Job Video Production Manager at MedCert
Industry Marketing and Advertising
Experience
MedCert November 2014 - Present
EnvisionTEC August 2014 - November 2014
Gibbs Sports Amphibians February 2013 - July 2014
Flexible Plan Investments, Ltd. May 2007 - November 2012
Flexible Plan Investments, Ltd May 2007 - November 2012
Hass MS&L December 2006 - March 2007
Miller Media Inc April 2001 - July 2006
Miller Media Inc. April 2001 - June 2006
First Technology Safety Systems Inc April 1996 - September 2000
NVP Video Communications April 1995 - October 1995
Skills
Dreamweaver, Adobe Creative Suite, Illustrator, Logo Design, CSS, Photoshop, Microsoft Office, Brochures, Layout, Photography, Graphics, HTML, Advertising, Adobe Acrobat, Email Marketing, SEO
Education
Art Institute of Pittsburgh 1992 — 1994
Associates, Industrial design Technology
Art Institute of Pittsburgh
Associates Degree, Industrial Design Technology
New Horizon Computer Learning Center
Schoolcraft Community College
Communication Arts
Specs Howard School of Broadcast Arts
Vocational Diploma
MedCert November 2014 - Present
EnvisionTEC August 2014 - November 2014
Gibbs Sports Amphibians February 2013 - July 2014
Flexible Plan Investments, Ltd. May 2007 - November 2012
Flexible Plan Investments, Ltd May 2007 - November 2012
Hass MS&L December 2006 - March 2007
Miller Media Inc April 2001 - July 2006
Miller Media Inc. April 2001 - June 2006
First Technology Safety Systems Inc April 1996 - September 2000
NVP Video Communications April 1995 - October 1995
Skills
Dreamweaver, Adobe Creative Suite, Illustrator, Logo Design, CSS, Photoshop, Microsoft Office, Brochures, Layout, Photography, Graphics, HTML, Advertising, Adobe Acrobat, Email Marketing, SEO
Education
Art Institute of Pittsburgh 1992 — 1994
Associates, Industrial design Technology
Art Institute of Pittsburgh
Associates Degree, Industrial Design Technology
New Horizon Computer Learning Center
Schoolcraft Community College
Communication Arts
Specs Howard School of Broadcast Arts
Vocational Diploma
bob muldoon bob muldoon's Flexible Plan Investments, Ltd. Experience February 2012 - Present
Job Regional Sales Manager at Flexible Plan Investments, Ltd.
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. February 2012 - Present
Realty Capital Securities July 2011 - January 2012
Cornerstone May 2009 - May 2011
1031 Investment Group October 1997 - May 2009
OMNI Brokerage 2007 - 2009
Grubb & Ellis 2002 - 2007
WP Carey 2001 - 2002
Calvert Investments 1995 - 2001
Skills
Private Placements, 1031 Exchanges, Alternative Investments, Real Estate Investment, Investment Advisory, Financial Markets, Selling, Series 7, Mutual Funds, Series 63, Investments, Asset Management, Financial Advisory, Wholesaling, Wealth Management, Investment Properties, Trading, Finance, Portfolio Management, Investment Strategies, Securities, Wholesale
Education
The George Washington University 1988 — 1993
BA, International Economics
BK
Flexible Plan Investments, Ltd. February 2012 - Present
Realty Capital Securities July 2011 - January 2012
Cornerstone May 2009 - May 2011
1031 Investment Group October 1997 - May 2009
OMNI Brokerage 2007 - 2009
Grubb & Ellis 2002 - 2007
WP Carey 2001 - 2002
Calvert Investments 1995 - 2001
Skills
Private Placements, 1031 Exchanges, Alternative Investments, Real Estate Investment, Investment Advisory, Financial Markets, Selling, Series 7, Mutual Funds, Series 63, Investments, Asset Management, Financial Advisory, Wholesaling, Wealth Management, Investment Properties, Trading, Finance, Portfolio Management, Investment Strategies, Securities, Wholesale
Education
The George Washington University 1988 — 1993
BA, International Economics
BK
Chris Bobcean Chris Bobcean's Flexible Plan Investments, Ltd. Experience August 2015 - Present
Job Director of Digital Marketing at Flexible Plan Investments, Ltd.
Industry Internet
Experience
Flexible Plan Investments, Ltd. August 2015 - Present
CK3 Digital November 2014 - Present
Auto Credit Express December 2013 - September 2014
Team Detroit November 2011 - November 2013
Leo Burnett Detroit April 2011 - November 2011
Kelly Services January 2009 - April 2011
KellyOCG April 2008 - December 2008
Kelly Services March 2004 - March 2008
ePrize 2000 - 2003
Ameritech 1996 - 2000
Skills
Interactive Marketing, Information Architecture, Content Management, Social Networking, Lead Generation, Digital Marketing, Online Marketing, Project Management, Leadership, Web Project Management, User Experience, Management, Analytics, User Interface Design, Web Content Management, Social Media, SEO, Web Analytics, Mobile Technology, RAD, Digital Strategy, Digital Media, Strategy, Vendor Management, Web Development, Marketing, SEM
Education
Oakland University 1995 — 2000
BS, Management Information Systems
Flexible Plan Investments, Ltd. August 2015 - Present
CK3 Digital November 2014 - Present
Auto Credit Express December 2013 - September 2014
Team Detroit November 2011 - November 2013
Leo Burnett Detroit April 2011 - November 2011
Kelly Services January 2009 - April 2011
KellyOCG April 2008 - December 2008
Kelly Services March 2004 - March 2008
ePrize 2000 - 2003
Ameritech 1996 - 2000
Skills
Interactive Marketing, Information Architecture, Content Management, Social Networking, Lead Generation, Digital Marketing, Online Marketing, Project Management, Leadership, Web Project Management, User Experience, Management, Analytics, User Interface Design, Web Content Management, Social Media, SEO, Web Analytics, Mobile Technology, RAD, Digital Strategy, Digital Media, Strategy, Vendor Management, Web Development, Marketing, SEM
Education
Oakland University 1995 — 2000
BS, Management Information Systems
Samantha Echols Samantha Echols's Flexible Plan Investments, Ltd. Experience September 2013 - December 2014
Job Operations Manager at Legend Capital Group, Inc.
Industry Investment Management
Experience
Legend Capital Group, Inc. January 2015 - Present
Flexible Plan Investments, Ltd. September 2013 - December 2014
Flexible Plan Investments, Ltd. November 2012 - January 2014
Flexible Plan Investments, Ltd. May 2012 - November 2012
Fairfield Inn & Suites by Marriott February 2012 - May 2012
Skills
Sales, Leadership, Marketing, Management, Team Leadership, Outlook, Microsoft Office, Microsoft Excel, Team Building, CRM, PowerPoint, Marketing Strategy, Social Media, Coaching, Cold Calling, Microsoft Word, Event Management, Data Entry, Time Management, Event Planning, Communication, Customer Service, Social Media Marketing, SmartStation
Education
Saginaw Valley State University - College of Business and Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Legend Capital Group, Inc. January 2015 - Present
Flexible Plan Investments, Ltd. September 2013 - December 2014
Flexible Plan Investments, Ltd. November 2012 - January 2014
Flexible Plan Investments, Ltd. May 2012 - November 2012
Fairfield Inn & Suites by Marriott February 2012 - May 2012
Skills
Sales, Leadership, Marketing, Management, Team Leadership, Outlook, Microsoft Office, Microsoft Excel, Team Building, CRM, PowerPoint, Marketing Strategy, Social Media, Coaching, Cold Calling, Microsoft Word, Event Management, Data Entry, Time Management, Event Planning, Communication, Customer Service, Social Media Marketing, SmartStation
Education
Saginaw Valley State University - College of Business and Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Joshua Smail Joshua Smail's Flexible Plan Investments, Ltd. Experience 2014 - August 2015
Job AVP Internal Wholesaler with Bluerock Capital Markets
Industry Investment Management
Experience
Bluerock Capital Markets August 2015 - Present
Flexible Plan Investments, Ltd. 2014 - August 2015
CCO Investment Services October 2011 - April 2014
Huntington Investment Company August 2005 - October 2011
Skills
CFA Level II Candidate, FINRA Series 7, FINRA Series 63, FINRA Series 65, Asset Allocation, Mutual Funds, Investment Advisory, Investment Strategies, Fixed Income, Retirement Planning, Equities, Portfolio Management, Series 7, Series 63, Investments, Sales, Financial Services, Wealth Management
Education
Oakland University 2005 — 2007
Master of Business Administration (M.B.A.), Finance
Western Michigan University 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Bluerock Capital Markets August 2015 - Present
Flexible Plan Investments, Ltd. 2014 - August 2015
CCO Investment Services October 2011 - April 2014
Huntington Investment Company August 2005 - October 2011
Skills
CFA Level II Candidate, FINRA Series 7, FINRA Series 63, FINRA Series 65, Asset Allocation, Mutual Funds, Investment Advisory, Investment Strategies, Fixed Income, Retirement Planning, Equities, Portfolio Management, Series 7, Series 63, Investments, Sales, Financial Services, Wealth Management
Education
Oakland University 2005 — 2007
Master of Business Administration (M.B.A.), Finance
Western Michigan University 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Jason Teed Jason Teed's Flexible Plan Investments, Ltd. Experience December 2012 - Present
Job Assistant Manager of Research at Flexible Plan Investments, Ltd.
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. December 2012 - Present
Flexible Plan Investments, Ltd. February 2011 - December 2012
Charter One Bank March 2008 - February 2011
Citizens Bank - Flint March 2005 - March 2008
Skills
Portfolio Management, Financial Modeling, Investments, Mutual Funds, Equities, Financial Analysis, VBA, Risk Management, Data Analysis, Valuation, Asset Allocation, Matlab, Asset Management, Trading, Bloomberg, Securities, Hedge Funds, Microsoft Excel, Research, Morningstar Direct, Project Management
Education
coursera.com 2013 — 2014
Walsh College of Accountancy and Business Administration 2010 — 2012
Masters, Finance
University of Michigan-Flint 2002 — 2007
Bachelors of Arts, Philosophy
Flexible Plan Investments, Ltd. December 2012 - Present
Flexible Plan Investments, Ltd. February 2011 - December 2012
Charter One Bank March 2008 - February 2011
Citizens Bank - Flint March 2005 - March 2008
Skills
Portfolio Management, Financial Modeling, Investments, Mutual Funds, Equities, Financial Analysis, VBA, Risk Management, Data Analysis, Valuation, Asset Allocation, Matlab, Asset Management, Trading, Bloomberg, Securities, Hedge Funds, Microsoft Excel, Research, Morningstar Direct, Project Management
Education
coursera.com 2013 — 2014
Walsh College of Accountancy and Business Administration 2010 — 2012
Masters, Finance
University of Michigan-Flint 2002 — 2007
Bachelors of Arts, Philosophy
Ken Whitley's Flexible Plan Investments, Ltd. Experience June 2011 - Present
Job Vice President, Flexible Plan Investments, Ltd.
Industry Investment Management
Experience
Flexible Plan Investments, Ltd. June 2011 - Present
Third Day Advisors, LLC February 2003 - May 2011
Intel 1997 - 2007
Syncro Technology Corp. 1992 - 1997
Skills
Portfolio Management, Risk Management, Business Analysis, Asset Management, Investments, Alternative Investments, Wealth Management, Cross-functional Team..., Management, Leadership, Mutual Funds, Asset Allocation, Due Diligence, Strategic Planning, Asset Managment, Equities, Financial Analysis, Finance
Education
Michigan State University - The Eli Broad College of Business 2015 — 2017
MBA Candidate
Indiana University of Pennsylvania 1977 — 1981
BS, Computer Science
Flexible Plan Investments, Ltd. June 2011 - Present
Third Day Advisors, LLC February 2003 - May 2011
Intel 1997 - 2007
Syncro Technology Corp. 1992 - 1997
Skills
Portfolio Management, Risk Management, Business Analysis, Asset Management, Investments, Alternative Investments, Wealth Management, Cross-functional Team..., Management, Leadership, Mutual Funds, Asset Allocation, Due Diligence, Strategic Planning, Asset Managment, Equities, Financial Analysis, Finance
Education
Michigan State University - The Eli Broad College of Business 2015 — 2017
MBA Candidate
Indiana University of Pennsylvania 1977 — 1981
BS, Computer Science
Darrell Sims's Flexible Plan Investments, Ltd. Experience September 2010 - October 2011
Job Insurance Inspector
Industry Insurance
Experience
Insurance Inspector December 2011 - Present
Flexible Plan Investments, Ltd. September 2010 - October 2011
Financial Advantage Associates, Inc January 2010 - September 2010
Equity Services, Inc. February 2008 - April 2009
MortgageIT June 2002 - February 2008
Washington Mutual, Inc. July 1999 - June 2002
Skills
Investments, Portfolio Management, Finance, Sales, Financial Services, Financial Risk, Financial Advisory, Asset Management, Sales Management, Strategic Financial..., Risk Management, Loans, Mortgage Lending, Management, Leadership, Mortgage Banking, Credit
Education
American University - Kogod School of Business 1994 — 1996
MBA, Finance
Hartwick College 1989 — 1993
BA, Busines Management
Insurance Inspector December 2011 - Present
Flexible Plan Investments, Ltd. September 2010 - October 2011
Financial Advantage Associates, Inc January 2010 - September 2010
Equity Services, Inc. February 2008 - April 2009
MortgageIT June 2002 - February 2008
Washington Mutual, Inc. July 1999 - June 2002
Skills
Investments, Portfolio Management, Finance, Sales, Financial Services, Financial Risk, Financial Advisory, Asset Management, Sales Management, Strategic Financial..., Risk Management, Loans, Mortgage Lending, Management, Leadership, Mortgage Banking, Credit
Education
American University - Kogod School of Business 1994 — 1996
MBA, Finance
Hartwick College 1989 — 1993
BA, Busines Management
Jason Skrodenis Jason Skrodenis's Flexible Plan Investments, Ltd. Experience September 2011 - February 2015
Job Experienced Financial Services Wholesaler
Industry Financial Services
Experience
AMP Wealth Management, USA February 2015 - Present
Flexible Plan Investments, Ltd. September 2011 - February 2015
Jay R. Penney, LLC March 2009 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Investments, Asset Management, Financial Analysis, Mutual Funds, Equities, Equity Research, Equity Trading, Asset Allocation, Financial Planning, Wealth Management, Finance, Securities, Investment Strategies, Fixed Annuities
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
Master of Business Administration (M.B.A.), Finance and Financial Management Services
AMP Wealth Management, USA February 2015 - Present
Flexible Plan Investments, Ltd. September 2011 - February 2015
Jay R. Penney, LLC March 2009 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Investments, Asset Management, Financial Analysis, Mutual Funds, Equities, Equity Research, Equity Trading, Asset Allocation, Financial Planning, Wealth Management, Finance, Securities, Investment Strategies, Fixed Annuities
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Lindsy Carman's Flexible Plan Investments, Ltd. Experience September 2014 - Present
Job Graphic Designer at Flexible Plan Investments, Ltd.
Industry Design
Experience
Flexible Plan Investments, Ltd. September 2014 - Present
Ferndale Friends Magazine November 2014 - Present
Community Lifestyles, Inc May 2014 - September 2014
Keller Williams November 2011 - 2014
Starbucks February 2007 - April 2011
Community Lifestyles, Inc February 2009 - May 2009
Skills
Graphics, Business Cards, Layout, Adobe Creative Suite, InDesign, Photoshop, Logo Design, Microsoft Office, Illustrator, Posters, Adobe Bridge, Flyers, Design logos, Custom Invitations, Customer Service, Brochures, Digital Illustration, Vector Illustration, Packaging, Digital Photography, Real Estate Photography, Postcards, Portrait Photography, Organization, Cash Handling Experience, Display Advertising, Real Estate, Graphic Design, Photography, Advertising, Typography, Visual Communication, Color Theory, Marketing, Image Manipulation, Corporate Identity, Mac, Image Editing, Dreamweaver, HTML Emails, Project Management
Education
The Art Institute of Michigan 2010 — 2012
Bachelor of Arts (B.A.)
Baker College of Clinton Township 2006 — 2009
Associate's degree
Flexible Plan Investments, Ltd. September 2014 - Present
Ferndale Friends Magazine November 2014 - Present
Community Lifestyles, Inc May 2014 - September 2014
Keller Williams November 2011 - 2014
Starbucks February 2007 - April 2011
Community Lifestyles, Inc February 2009 - May 2009
Skills
Graphics, Business Cards, Layout, Adobe Creative Suite, InDesign, Photoshop, Logo Design, Microsoft Office, Illustrator, Posters, Adobe Bridge, Flyers, Design logos, Custom Invitations, Customer Service, Brochures, Digital Illustration, Vector Illustration, Packaging, Digital Photography, Real Estate Photography, Postcards, Portrait Photography, Organization, Cash Handling Experience, Display Advertising, Real Estate, Graphic Design, Photography, Advertising, Typography, Visual Communication, Color Theory, Marketing, Image Manipulation, Corporate Identity, Mac, Image Editing, Dreamweaver, HTML Emails, Project Management
Education
The Art Institute of Michigan 2010 — 2012
Bachelor of Arts (B.A.)
Baker College of Clinton Township 2006 — 2009
Associate's degree
Jason Budrick CFP®, AWMA® Jason Budrick CFP®, AWMA®'s Flexible Plan Investments, Ltd. Experience 2010 - 2010
Job Financial Advisor
Industry Financial Services
Experience
LJPR Financial Advisors November 2011 - Present
PNC 2010 - 2011
Flexible Plan Investments, Ltd. 2010 - 2010
Charles Schwab 2007 - 2008
E*TRADE Financial Corporation 2006 - 2007
TD Waterhouse 2003 - 2006
Fidelity Investments 2001 - 2003
Education
Forest Hills Central
Forest Hills Central 1992 — 1996
Michigan State University 1997 — 2000
BA, Finance
College for Financial Planning 2011 — 2012
Accredited Wealth Management Advisor, Financial Planning and Services
Florida State University 2004 — 2007
Certificate in Financial Planning
LJPR Financial Advisors November 2011 - Present
PNC 2010 - 2011
Flexible Plan Investments, Ltd. 2010 - 2010
Charles Schwab 2007 - 2008
E*TRADE Financial Corporation 2006 - 2007
TD Waterhouse 2003 - 2006
Fidelity Investments 2001 - 2003
Education
Forest Hills Central
Forest Hills Central 1992 — 1996
Michigan State University 1997 — 2000
BA, Finance
College for Financial Planning 2011 — 2012
Accredited Wealth Management Advisor, Financial Planning and Services
Florida State University 2004 — 2007
Certificate in Financial Planning
Brett Jia Brett Jia's Flexible Plan Investments, Ltd. Experience August 2014 - August 2014
Job Student at University of Michigan
Industry Computer Software
Experience
Bloomberg LP May 2015 - August 2015
University of Michigan October 2014 - April 2015
Flexible Plan Investments, Ltd. August 2014 - August 2014
KeyBank May 2014 - August 2014
Magna Exteriors and Interiors April 2013 - August 2013
Magna Exteriors and Interiors September 2011 - August 2012
Magna Exteriors and Interiors June 2011 - August 2011
Vector CANtech June 2010 - July 2010
Skills
Java, C++, JavaScript, HTML, CAD, Android Development, VB.NET, C, Matlab, Embedded Systems, Linux, Unix, Windows, MS-SQL, CSS, Lua, Microsoft Excel, Pivot Tables, PowerPoint, Catia
Education
University of Michigan 2012 — 2016
Bachelor's Degree, Computer Science, Bachelor of Business Administration
Bloomberg LP May 2015 - August 2015
University of Michigan October 2014 - April 2015
Flexible Plan Investments, Ltd. August 2014 - August 2014
KeyBank May 2014 - August 2014
Magna Exteriors and Interiors April 2013 - August 2013
Magna Exteriors and Interiors September 2011 - August 2012
Magna Exteriors and Interiors June 2011 - August 2011
Vector CANtech June 2010 - July 2010
Skills
Java, C++, JavaScript, HTML, CAD, Android Development, VB.NET, C, Matlab, Embedded Systems, Linux, Unix, Windows, MS-SQL, CSS, Lua, Microsoft Excel, Pivot Tables, PowerPoint, Catia
Education
University of Michigan 2012 — 2016
Bachelor's Degree, Computer Science, Bachelor of Business Administration
Paula Randolph, SHRM-CP, PHR, ADP CPP's Flexible Plan Investments, Ltd. Experience February 2013 - April 2015
Job Director of Human Resources at Girdle (God is Raising Devoted Ladies for Excellence)
Industry Investment Management
Experience
Girdle (God is Raising Devoted Ladies for Excellence) April 2015 - Present
Flexible Plan Investments, Ltd. February 2013 - April 2015
Xede Consulting Group November 2010 - May 2012
St. Clair County Community College August 2009 - May 2011
Amerisure Mutual Insurance March 2008 - November 2008
Company Confidential 2006 - 2007
SportRack Automotive 1998 - 2006
Skills
Payroll, Payroll Processing, ADP, Excel, Payroll Administration, FMLA, COBRA, Benefits, Customer Service, Word, Access, Outlook, Employee Benefits, PowerPoint, Microsoft Office, Mentoring, HR Policies, Onboarding, Microsoft Excel, ADP Payroll, Employee Relations, Personnel Management, Recruiting, Performance Management, Management, Organizational..., Talent Acquisition, HRIS, Benefits Administration, Human Resources, Leadership, Hiring, Time Management, Policy, Accounts Payable, New Hire Orientations, Talent Management, Performance Appraisal, Strategic Planning, Team Building, Strategy, Process Improvement, Labor Relations, Microsoft Word, Workforce Planning, Training, Accounting, Finance
Education
Baker College Business and Corporate Services 2000 — 2004
Bachelor of Business Administration (BBA)
St. Clair County Community College 1993 — 1999
Associates, General Education
Girdle (God is Raising Devoted Ladies for Excellence) April 2015 - Present
Flexible Plan Investments, Ltd. February 2013 - April 2015
Xede Consulting Group November 2010 - May 2012
St. Clair County Community College August 2009 - May 2011
Amerisure Mutual Insurance March 2008 - November 2008
Company Confidential 2006 - 2007
SportRack Automotive 1998 - 2006
Skills
Payroll, Payroll Processing, ADP, Excel, Payroll Administration, FMLA, COBRA, Benefits, Customer Service, Word, Access, Outlook, Employee Benefits, PowerPoint, Microsoft Office, Mentoring, HR Policies, Onboarding, Microsoft Excel, ADP Payroll, Employee Relations, Personnel Management, Recruiting, Performance Management, Management, Organizational..., Talent Acquisition, HRIS, Benefits Administration, Human Resources, Leadership, Hiring, Time Management, Policy, Accounts Payable, New Hire Orientations, Talent Management, Performance Appraisal, Strategic Planning, Team Building, Strategy, Process Improvement, Labor Relations, Microsoft Word, Workforce Planning, Training, Accounting, Finance
Education
Baker College Business and Corporate Services 2000 — 2004
Bachelor of Business Administration (BBA)
St. Clair County Community College 1993 — 1999
Associates, General Education
Warren Roquemore Warren Roquemore's Flexible Plan Investments, Ltd. Experience August 2009 - May 2011
Job Staff Manager at Western & Southern Financial Group |Team Builder | Expert Sales Trainer | Career Agent Developer|
Industry Insurance
Experience
Western & Southern Financial Group January 2015 - Present
Allstate Financial September 2012 - December 2014
Harbor Light Securities, LLC January 2012 - August 2012
Harbor Light Securities, LLC January 2010 - January 2012
Flexible Plan Investments, Ltd. August 2009 - May 2011
JPS Wealth Management January 2002 - August 2009
First Union Securities August 2000 - December 2001
Southern Financial Group May 1997 - August 2000
L G Goldstein and Associates March 1994 - May 1997
Prudential Insurance Company July 1984 - March 1994
Skills
Life Insurance, Estate Planning, Long Term Care Planning, Veterans Benefits, Pesions and Retirement..., Tax Recovery Planning, Cash Flow Management, Budgeting, Wealth Accumulation, Long-term Care, 401k, Small Business, Term Life Insurance
Education
College of Charleston 1979 — 1983
Bachelor of Arts, English
Western & Southern Financial Group January 2015 - Present
Allstate Financial September 2012 - December 2014
Harbor Light Securities, LLC January 2012 - August 2012
Harbor Light Securities, LLC January 2010 - January 2012
Flexible Plan Investments, Ltd. August 2009 - May 2011
JPS Wealth Management January 2002 - August 2009
First Union Securities August 2000 - December 2001
Southern Financial Group May 1997 - August 2000
L G Goldstein and Associates March 1994 - May 1997
Prudential Insurance Company July 1984 - March 1994
Skills
Life Insurance, Estate Planning, Long Term Care Planning, Veterans Benefits, Pesions and Retirement..., Tax Recovery Planning, Cash Flow Management, Budgeting, Wealth Accumulation, Long-term Care, 401k, Small Business, Term Life Insurance
Education
College of Charleston 1979 — 1983
Bachelor of Arts, English
Crystal Kohl's Flexible Plan Investments, Ltd. Experience January 2014 - Present
Job Executive Assistant at Flexible Plan Investments, Ltd.
Industry Individual & Family Services
Experience
Flexible Plan Investments, Ltd. January 2014 - Present
Macomb County Government December 2013 - December 2013
Private Employer February 2013 - December 2013
Adult Learning Systems - LM 2011 - February 2013
KPMG January 2010 - November 2010
Utica Community Schools December 2004 - October 2009
Utica Community Schools December 2004 - October 2009
Blue Cross Blue Shield of Michigan August 2004 - December 2004
Metropolitan Title Company October 2001 - August 2004
RE/MAX June 1997 - October 2001
Skills
Event Planning, Microsoft Office, Office Administration, Executive..., Travel Arrangements, Executive Support, Microsoft Excel, Establishing Priorities, Customer Service, Business Process..., Close Attention to..., Corporate Events, PowerPoint, Organizational..., Microsoft Word, Sales, Administrative..., QuickBooks, Event Management, Time Management, Establishing..., Dependable Team Player, Account Management, SASI, AS400 Administration, Non-profit..., Mental Health Care, Marketing, Administrative..., Budgets, Management
Education
American Military University 2013 — 2017
Military Intelligence, General
Baker College of Clinton Township 2003 — 2005
Elementary Education and Teaching
Zoe Christian Academy 1986 — 2001
Zoe Christian Academy
Zoe Christian Academy
Flexible Plan Investments, Ltd. January 2014 - Present
Macomb County Government December 2013 - December 2013
Private Employer February 2013 - December 2013
Adult Learning Systems - LM 2011 - February 2013
KPMG January 2010 - November 2010
Utica Community Schools December 2004 - October 2009
Utica Community Schools December 2004 - October 2009
Blue Cross Blue Shield of Michigan August 2004 - December 2004
Metropolitan Title Company October 2001 - August 2004
RE/MAX June 1997 - October 2001
Skills
Event Planning, Microsoft Office, Office Administration, Executive..., Travel Arrangements, Executive Support, Microsoft Excel, Establishing Priorities, Customer Service, Business Process..., Close Attention to..., Corporate Events, PowerPoint, Organizational..., Microsoft Word, Sales, Administrative..., QuickBooks, Event Management, Time Management, Establishing..., Dependable Team Player, Account Management, SASI, AS400 Administration, Non-profit..., Mental Health Care, Marketing, Administrative..., Budgets, Management
Education
American Military University 2013 — 2017
Military Intelligence, General
Baker College of Clinton Township 2003 — 2005
Elementary Education and Teaching
Zoe Christian Academy 1986 — 2001
Zoe Christian Academy
Zoe Christian Academy
Dan Chrzanowski Dan Chrzanowski's Flexible Plan Investments, Ltd. Experience April 2015 - Present
Job Regional Vice President at Flexible Plan Investments, Ltd.
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. April 2015 - Present
Mutual of Omaha January 2014 - March 2015
Ingram Micro June 2011 - June 2012
Education
Northeastern University 1981 — 1986
BS, Economics
Flexible Plan Investments, Ltd. April 2015 - Present
Mutual of Omaha January 2014 - March 2015
Ingram Micro June 2011 - June 2012
Education
Northeastern University 1981 — 1986
BS, Economics
Greta Ferguson Greta Ferguson's Flexible Plan Investments, Ltd. Experience April 2015 - Present
Job Data Entry Associate at Flexible Plan Investments, Ltd.
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. April 2015 - Present
Hassett Title Company December 2012 - April 2015
Monroe Bank & Trust May 2012 - December 2012
The Center for Charter Schools at Central Michigan University November 2009 - September 2011
Skills
Accounting, Budgets, Finance, SAP, Data Entry, Auditing, Customer Service, Administration, Internal Audit, Variance Analysis, Financial Statements, Financial Analysis, Microsoft Excel
Education
Central Michigan University 2008 — 2011
Bachelor of Science (BS), Accounting and Finance
Monroe County Community College 2006 — 2008
Accounting
Flexible Plan Investments, Ltd. April 2015 - Present
Hassett Title Company December 2012 - April 2015
Monroe Bank & Trust May 2012 - December 2012
The Center for Charter Schools at Central Michigan University November 2009 - September 2011
Skills
Accounting, Budgets, Finance, SAP, Data Entry, Auditing, Customer Service, Administration, Internal Audit, Variance Analysis, Financial Statements, Financial Analysis, Microsoft Excel
Education
Central Michigan University 2008 — 2011
Bachelor of Science (BS), Accounting and Finance
Monroe County Community College 2006 — 2008
Accounting
Kristin Russelburg Kristin Russelburg's Flexible Plan Investments, Ltd. Experience March 2013 - Present
Job Compliance Associate/Assistant Corporate Counsel at Flexible Plan Investments, Ltd.
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. March 2013 - Present
Contract Attorney May 2012 - March 2013
Kelly Law Registry February 2012 - May 2012
Strategic Legal Solutions September 2011 - February 2012
Stampin' Up! August 2008 - October 2011
Kelly Law Registry April 2011 - September 2011
H&R Block January 2011 - April 2011
Kelly Law Registry October 2010 - December 2010
Ameriprise Financial November 2008 - October 2009
H&R Block Financial Advisors May 2000 - November 2008
Skills
Corporate Law, Insurance, Document Review, Microsoft Office, Legal Research, Management, Leadership, Compliance, Licensing, Writing, Microsoft Excel, Westlaw, Legal Writing, Customer Service, Litigation Support, Excel
Education
University of Dayton School of Law 1994 — 1997
J.D., Law
Adrian College 1989 — 1993
B.A., Business, Polictical Science, German
Flexible Plan Investments, Ltd. March 2013 - Present
Contract Attorney May 2012 - March 2013
Kelly Law Registry February 2012 - May 2012
Strategic Legal Solutions September 2011 - February 2012
Stampin' Up! August 2008 - October 2011
Kelly Law Registry April 2011 - September 2011
H&R Block January 2011 - April 2011
Kelly Law Registry October 2010 - December 2010
Ameriprise Financial November 2008 - October 2009
H&R Block Financial Advisors May 2000 - November 2008
Skills
Corporate Law, Insurance, Document Review, Microsoft Office, Legal Research, Management, Leadership, Compliance, Licensing, Writing, Microsoft Excel, Westlaw, Legal Writing, Customer Service, Litigation Support, Excel
Education
University of Dayton School of Law 1994 — 1997
J.D., Law
Adrian College 1989 — 1993
B.A., Business, Polictical Science, German
Michael J. Murphy CLU ChFC Michael J. Murphy CLU ChFC's Flexible Plan Investments, Ltd. Experience January 2004 - April 2005
Job Consultant / Golfer
Industry Financial Services
Experience
The Better Golf Academy for Kids August 2013 - Present
Real Estate Auditing Services Inc. January 2010 - Present
Security Benefit April 2005 - April 2008
Flexible Plan Investments, Ltd. January 2004 - April 2005
Nationwide Financial October 1981 - March 2003
Skills
Sales Management, Sales, New Business Development, Investments, Account Management, Sales Process, Relationship Management, Strategic Planning, Customer Service, Retirement Planning, Marketing, Asset Management, Marketing Strategy, CRM, Business Development, Team Building, Insurance, Mutual Funds, Direct Sales, Fixed Annuities
Education
Penn State University
BS, Insurance and Real Estate
The Better Golf Academy for Kids August 2013 - Present
Real Estate Auditing Services Inc. January 2010 - Present
Security Benefit April 2005 - April 2008
Flexible Plan Investments, Ltd. January 2004 - April 2005
Nationwide Financial October 1981 - March 2003
Skills
Sales Management, Sales, New Business Development, Investments, Account Management, Sales Process, Relationship Management, Strategic Planning, Customer Service, Retirement Planning, Marketing, Asset Management, Marketing Strategy, CRM, Business Development, Team Building, Insurance, Mutual Funds, Direct Sales, Fixed Annuities
Education
Penn State University
BS, Insurance and Real Estate
Brenda Kubiak Brenda Kubiak's Flexible Plan Investments, Ltd. Experience August 2014 - Present
Job Business Analyst at Flexible Plan Investments, Ltd.
Industry Information Technology and Services
Experience
Flexible Plan Investments, Ltd. August 2014 - Present
Quicken Loans June 2013 - May 2014
Hewlett-Packard 2008 - 2012
EDS, an HP company 1996 - 2008
Electronic Data Systems 1985 - 1996
Skills
CMMI, Metrics, PMP, CMM, SDLC, Requirements Analysis, Process Improvement, Configuration Management, ITIL, SharePoint, Software Project..., Business Analysis, PMO, Quality Assurance, Business Process...
Education
St. Cloud State University
Bachelor of Arts (B.A.), Spanish, Minor - Business
Flexible Plan Investments, Ltd. August 2014 - Present
Quicken Loans June 2013 - May 2014
Hewlett-Packard 2008 - 2012
EDS, an HP company 1996 - 2008
Electronic Data Systems 1985 - 1996
Skills
CMMI, Metrics, PMP, CMM, SDLC, Requirements Analysis, Process Improvement, Configuration Management, ITIL, SharePoint, Software Project..., Business Analysis, PMO, Quality Assurance, Business Process...
Education
St. Cloud State University
Bachelor of Arts (B.A.), Spanish, Minor - Business
Endrit Pasho Endrit Pasho's Flexible Plan Investments, Ltd. Experience January 2013 - May 2015
Job Software Architect at nowHIRE
Industry Information Technology and Services
Experience
nowHIRE May 2015 - Present
University of Phoenix January 2013 - Present
Flexible Plan Investments, Ltd. January 2013 - May 2015
Integrated Inventory Solutions March 2011 - January 2013
AlbStudio May 2004 - October 2011
A Plus Tech Solutions LLC 2010 - 2011
EqNet February 2007 - November 2009
NECC Telecom 2005 - 2007
Skills
Web Development, Microsoft SQL Server, IIS, Databases, VoIP, Web Applications, Networking, JavaScript, Troubleshooting, Web Design, HTML, ASP.NET, Telecommunications, SIP, Network Security, C#, CMS, E-commerce, SharePoint, Cisco Technologies, Call Center, jQuery, VB.NET, Access, Software Architecture, SaaS, SOA, ASP.NET MVC, MVVM, RESTful WebServices, SOAP, Moodle, DotNetNuke, .NET
Education
Walsh College 2007 — 2009
Master, Science in Information System
Davenport University 2004 — 2006
BBA, E-Commerce / Web Desing
Macomb Community College 2002 — 2004
AAS, CIS - Web Programming
nowHIRE May 2015 - Present
University of Phoenix January 2013 - Present
Flexible Plan Investments, Ltd. January 2013 - May 2015
Integrated Inventory Solutions March 2011 - January 2013
AlbStudio May 2004 - October 2011
A Plus Tech Solutions LLC 2010 - 2011
EqNet February 2007 - November 2009
NECC Telecom 2005 - 2007
Skills
Web Development, Microsoft SQL Server, IIS, Databases, VoIP, Web Applications, Networking, JavaScript, Troubleshooting, Web Design, HTML, ASP.NET, Telecommunications, SIP, Network Security, C#, CMS, E-commerce, SharePoint, Cisco Technologies, Call Center, jQuery, VB.NET, Access, Software Architecture, SaaS, SOA, ASP.NET MVC, MVVM, RESTful WebServices, SOAP, Moodle, DotNetNuke, .NET
Education
Walsh College 2007 — 2009
Master, Science in Information System
Davenport University 2004 — 2006
BBA, E-Commerce / Web Desing
Macomb Community College 2002 — 2004
AAS, CIS - Web Programming
Robert Chism's Flexible Plan Investments, Ltd. Experience August 2014 - Present
Job Support Analyst at Flexible Plan Investments, Ltd.
Industry Information Technology and Services
Experience
Flexible Plan Investments, Ltd. August 2014 - Present
Halo Group February 2014 - August 2014
Health Net Connect, Inc. January 2013 - January 2014
J & B Medical Supply Co January 2011 - January 2013
tng worldwide November 2006 - January 2011
UPS September 2005 - November 2006
Timberlane Lumber Co April 2005 - June 2005
Michigan Dairy September 2002 - August 2003
Bob's Computer Works November 1998 - January 2002
Skills
Inventory Control, Warehousing, Warehouse Management, Distribution Center..., Technical Support, Shipping, SAP, Training, Inventory Management, Desktop Application..., Computer Hardware, Networking, Order Processing, Materials Management, Windows 7, ERP, Time Management, Software Installation, Logistics, Oracle Applications, WMS, Forklift Operator, MCTS, MCP, Windows Server, Active Directory, System Configuration, Servers, Customer Service, Microsoft Office, Troubleshooting, Microsoft Exchange
Education
Schoolcraft College 2012 — 2016
(In Process), Business Information Technology
ComputerTraining.edu 2009 — 2009
MCP Certification, Microsoft Certifications
Washtenaw Community College 2006 — 2007
Computer Networking
Redford Union High School 1993 — 1997
Flexible Plan Investments, Ltd. August 2014 - Present
Halo Group February 2014 - August 2014
Health Net Connect, Inc. January 2013 - January 2014
J & B Medical Supply Co January 2011 - January 2013
tng worldwide November 2006 - January 2011
UPS September 2005 - November 2006
Timberlane Lumber Co April 2005 - June 2005
Michigan Dairy September 2002 - August 2003
Bob's Computer Works November 1998 - January 2002
Skills
Inventory Control, Warehousing, Warehouse Management, Distribution Center..., Technical Support, Shipping, SAP, Training, Inventory Management, Desktop Application..., Computer Hardware, Networking, Order Processing, Materials Management, Windows 7, ERP, Time Management, Software Installation, Logistics, Oracle Applications, WMS, Forklift Operator, MCTS, MCP, Windows Server, Active Directory, System Configuration, Servers, Customer Service, Microsoft Office, Troubleshooting, Microsoft Exchange
Education
Schoolcraft College 2012 — 2016
(In Process), Business Information Technology
ComputerTraining.edu 2009 — 2009
MCP Certification, Microsoft Certifications
Washtenaw Community College 2006 — 2007
Computer Networking
Redford Union High School 1993 — 1997
Kevin Nowak Kevin Nowak's Flexible Plan Investments, Ltd. Experience March 2011 - Present
Job Creative Director at Proactive Advisor Magazine
Industry Marketing and Advertising
Experience
Proactive Advisor Magazine August 2013 - Present
Flexible Plan Investments, Ltd. March 2011 - Present
Nowak Media, LLC November 2005 - Present
group [eX] : Buffington & Associates 2000 - 2009
CUcorp / Invest in America 1997 - 2000
Skills
Brand Development, Email Marketing, Paid Search Campaigns, Creative Direction, Graphic Design, Web Design, Digital Media, Marketing, Layout, Online Marketing, Adobe Creative Suite, Photoshop, Logo Design, Posters, Video Production, Advertising, Social Media Marketing, Brochures, Graphics, Photography, HTML/CSS
Education
Eastern Michigan University 1989 — 1993
BFA, Graphic Design
Proactive Advisor Magazine August 2013 - Present
Flexible Plan Investments, Ltd. March 2011 - Present
Nowak Media, LLC November 2005 - Present
group [eX] : Buffington & Associates 2000 - 2009
CUcorp / Invest in America 1997 - 2000
Skills
Brand Development, Email Marketing, Paid Search Campaigns, Creative Direction, Graphic Design, Web Design, Digital Media, Marketing, Layout, Online Marketing, Adobe Creative Suite, Photoshop, Logo Design, Posters, Video Production, Advertising, Social Media Marketing, Brochures, Graphics, Photography, HTML/CSS
Education
Eastern Michigan University 1989 — 1993
BFA, Graphic Design
Adrian Dinica Adrian Dinica's Flexible Plan Investments, Ltd. Experience June 2014 - Present
Job Project Manager Consultant at Flexible Plan Investments, Ltd.
Industry Information Technology and Services
Experience
Flexible Plan Investments, Ltd. June 2014 - Present
L. Mason Capitani, Inc. 1997 - Present
Skills
Software Development, Integration, Microsoft SQL Server, Web Applications, Requirements Analysis, SQL, Database Design, Windows Server, MS Project, Troubleshooting, Visio, Project Management, Agile Methodologies, SharePoint, ASP.NET, JavaScript, PMP, Systems Analysis, Oracle, Management, Analysis, Windows, IIS, XML, Web Development, SDLC, .NET, Computer Hardware, Problem Solving, PL/SQL, Software Documentation, Change Management, IT Project Leadership, Microsoft Project, Leadership, Software Project..., T-SQL, System Administration, Virtual Teams, Team Leadership, Business Intelligence, Risk Management, Software Design, C++, Java, Data Warehousing, Visual Studio
Education
Thought Rock 2014 — 2014
ITIL Foundation Exam Preparation, ITIL Foundation
The Knowledge Academy 2013 — 2013
Boot Camp in Detroit, PMP Exam Preparation
Wayne State University 2012 — 2012
Non-degree, Project Management
Wayne State University 2006 — 2010
MBA, Information Systems and Manufacturing
Universitatea „Politehnica” din București 1979 — 1984
MSEE, Automation and Computers
Flexible Plan Investments, Ltd. June 2014 - Present
L. Mason Capitani, Inc. 1997 - Present
Skills
Software Development, Integration, Microsoft SQL Server, Web Applications, Requirements Analysis, SQL, Database Design, Windows Server, MS Project, Troubleshooting, Visio, Project Management, Agile Methodologies, SharePoint, ASP.NET, JavaScript, PMP, Systems Analysis, Oracle, Management, Analysis, Windows, IIS, XML, Web Development, SDLC, .NET, Computer Hardware, Problem Solving, PL/SQL, Software Documentation, Change Management, IT Project Leadership, Microsoft Project, Leadership, Software Project..., T-SQL, System Administration, Virtual Teams, Team Leadership, Business Intelligence, Risk Management, Software Design, C++, Java, Data Warehousing, Visual Studio
Education
Thought Rock 2014 — 2014
ITIL Foundation Exam Preparation, ITIL Foundation
The Knowledge Academy 2013 — 2013
Boot Camp in Detroit, PMP Exam Preparation
Wayne State University 2012 — 2012
Non-degree, Project Management
Wayne State University 2006 — 2010
MBA, Information Systems and Manufacturing
Universitatea „Politehnica” din București 1979 — 1984
MSEE, Automation and Computers
Jerry Xiao's Flexible Plan Investments, Ltd. Experience May 2012 - September 2012
Job Consultant, AMR International
Industry Financial Services
Experience
AMR International July 2015 - Present
AMR International June 2014 - July 2015
Ford Motor Company May 2013 - August 2013
Flexible Plan Investments, Ltd. May 2012 - September 2012
University of Michigan Ross School of Business August 2011 - November 2011
Bank of America Merrill Lynch May 2011 - September 2011
Quantum Ventures of Michigan LLC April 2010 - June 2010
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Finance, Financial Modeling, Data Analysis, Market Research, Investments, VBA
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Adminstration, Accounting and Finance
Detroit Country Day School 2006 — 2010
AMR International July 2015 - Present
AMR International June 2014 - July 2015
Ford Motor Company May 2013 - August 2013
Flexible Plan Investments, Ltd. May 2012 - September 2012
University of Michigan Ross School of Business August 2011 - November 2011
Bank of America Merrill Lynch May 2011 - September 2011
Quantum Ventures of Michigan LLC April 2010 - June 2010
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Finance, Financial Modeling, Data Analysis, Market Research, Investments, VBA
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Adminstration, Accounting and Finance
Detroit Country Day School 2006 — 2010
Scott McNitt's Flexible Plan Investments, Ltd. Experience May 2015 - Present
Job Contract to Hire Flexible Plan Investments at Custom Business Solutions, Inc.
Industry Computer Software
Experience
Flexible Plan Investments, Ltd. May 2015 - Present
Custom Business Solutions, Inc. September 2014 - May 2015
Thomson Reuters July 2007 - August 2014
Beltmann Integrated Logistics April 2005 - July 2007
Comerica Bank April 2004 - April 2005
Compuware Corp June 1994 - April 2004
Skills
Visual Basic, VB.NET, Access, SQL Server, Application Development, SDLC, .NET, SQL, XML, Business Analysis, Integration, Documentation, Automation, Analysis, Microsoft Office, Microsoft SQL Server, Software Development, User Acceptance Testing, SSIS, Software Documentation, Requirements Analysis, Databases
Education
Oakland University 1984 — 1994
Bachelor of Science (BS), Management Information Systems, General
Oakland University
BS MIS
Flexible Plan Investments, Ltd. May 2015 - Present
Custom Business Solutions, Inc. September 2014 - May 2015
Thomson Reuters July 2007 - August 2014
Beltmann Integrated Logistics April 2005 - July 2007
Comerica Bank April 2004 - April 2005
Compuware Corp June 1994 - April 2004
Skills
Visual Basic, VB.NET, Access, SQL Server, Application Development, SDLC, .NET, SQL, XML, Business Analysis, Integration, Documentation, Automation, Analysis, Microsoft Office, Microsoft SQL Server, Software Development, User Acceptance Testing, SSIS, Software Documentation, Requirements Analysis, Databases
Education
Oakland University 1984 — 1994
Bachelor of Science (BS), Management Information Systems, General
Oakland University
BS MIS
Robert Skiba's Flexible Plan Investments, Ltd. Experience March 2014 - Present
Job External wholesaler
Industry Investment Management
Experience
Flexible Plan Investments, Ltd. March 2014 - Present
Opus Trading December 2005 - April 2014
Education
Saint John's University 1993 — 1997
Flexible Plan Investments, Ltd. March 2014 - Present
Opus Trading December 2005 - April 2014
Education
Saint John's University 1993 — 1997
Bryan Bruce's Flexible Plan Investments, Ltd. Experience March 2015 - Present
Job Eastern Divisional Sales Manager at Flexible Plan Investments, Ltd.
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. March 2015 - Present
Flexible Plan Investments, Ltd. January 2014 - Present
Rising Sun Investment Services October 2012 - July 2013
Curian Capital December 2005 - October 2012
The Guardian Life Insurance Company of America May 2004 - November 2005
Banc One Securities November 2003 - May 2004
Lincoln Financial Distributors June 2001 - September 2003
American Skandia May 1998 - June 2001
Sierra Trust Funds August 1995 - March 1998
The Colonial Group May 1987 - August 1995
Skills
Wholesaling, Series 63, Series 7, Separately Managed..., Mutual Funds, Investment Advisory, Retirement Planning, Securities, Wealth Management, Asset Management, Investments, Alternative Investments, Consultative Selling, FINRA Series 6, Portfolio Management, Territory, Financial Planning, Financial Advisory, Public Speaking, Equities, Series 6, Financial Services
Education
Metropolitan State University of Denver 1981 — 1985
Sheridan High School 1978 — 1981
Flexible Plan Investments, Ltd. March 2015 - Present
Flexible Plan Investments, Ltd. January 2014 - Present
Rising Sun Investment Services October 2012 - July 2013
Curian Capital December 2005 - October 2012
The Guardian Life Insurance Company of America May 2004 - November 2005
Banc One Securities November 2003 - May 2004
Lincoln Financial Distributors June 2001 - September 2003
American Skandia May 1998 - June 2001
Sierra Trust Funds August 1995 - March 1998
The Colonial Group May 1987 - August 1995
Skills
Wholesaling, Series 63, Series 7, Separately Managed..., Mutual Funds, Investment Advisory, Retirement Planning, Securities, Wealth Management, Asset Management, Investments, Alternative Investments, Consultative Selling, FINRA Series 6, Portfolio Management, Territory, Financial Planning, Financial Advisory, Public Speaking, Equities, Series 6, Financial Services
Education
Metropolitan State University of Denver 1981 — 1985
Sheridan High School 1978 — 1981
Liang Zhong , Ph.D.'s Flexible Plan Investments, Ltd. Experience June 2011 - May 2012
Job Senior Treasury Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
MUFG Americas July 2014 - August 2015
JPMorgan Chase July 2013 - June 2014
Flexible Plan Investments, Ltd. June 2011 - May 2012
Skills
Portfolio Management, Financial Modeling, Financial Risk, Finance, Investments, Capital Markets, Basel II, Management, Credit Cards, Fixed Income, Derivatives, Risk Management, Bloomberg, Equities, Quantitative Analytics, Financial Analysis, Asset Management, Valuation, Microsoft Office
Education
University of Delaware 2009 — 2014
Doctor of Philosophy (Ph.D.), Economics
Illinois Institute of Technology 2007 — 2009
Master's degree, Financial Mathematics
Tongji University 2002 — 2006
Bachelor's degree, Civil Engineering
Charles Schwab September 2015 - Present
MUFG Americas July 2014 - August 2015
JPMorgan Chase July 2013 - June 2014
Flexible Plan Investments, Ltd. June 2011 - May 2012
Skills
Portfolio Management, Financial Modeling, Financial Risk, Finance, Investments, Capital Markets, Basel II, Management, Credit Cards, Fixed Income, Derivatives, Risk Management, Bloomberg, Equities, Quantitative Analytics, Financial Analysis, Asset Management, Valuation, Microsoft Office
Education
University of Delaware 2009 — 2014
Doctor of Philosophy (Ph.D.), Economics
Illinois Institute of Technology 2007 — 2009
Master's degree, Financial Mathematics
Tongji University 2002 — 2006
Bachelor's degree, Civil Engineering
Goye Chester's Flexible Plan Investments, Ltd. Experience August 1998 - December 2006
Job Major Account Manager, Government at Verizon Wireless
Industry Wireless
Experience
Verizon Wireless October 2012 - Present
Verizon Wireless January 2007 - October 2012
Flexible Plan Investments, Ltd. August 1998 - December 2006
United States Air Force December 1989 - January 1998
Skills
Cold Calling, Direct Sales, Sales Process, Sales Management, Solution Selling, Sales, Account Management, B2B, Salesforce.com, Selling, Customer Retention, Sales Presentations, Sales Operations, Forecasting, Channel Partners, Business Development, M2M, Telemarketing, Product Launch, Quotas, Call Center, New Business Development, Marketing Strategy, Leadership, Team Building, Product Management, Telecommunications, Strategic Partnerships, Product Marketing, Contract Negotiation, Customer Service, Customer Experience, Team Leadership, Professional Services, Wireless, Building Relationships, CRM, Customer Satisfaction, Mobile Devices, Negotiation, Marketing, Cloud Computing
Education
Baker College Business and Corporate Services
BBA, with minor in CIS
Wayland Baptist University
Verizon Wireless October 2012 - Present
Verizon Wireless January 2007 - October 2012
Flexible Plan Investments, Ltd. August 1998 - December 2006
United States Air Force December 1989 - January 1998
Skills
Cold Calling, Direct Sales, Sales Process, Sales Management, Solution Selling, Sales, Account Management, B2B, Salesforce.com, Selling, Customer Retention, Sales Presentations, Sales Operations, Forecasting, Channel Partners, Business Development, M2M, Telemarketing, Product Launch, Quotas, Call Center, New Business Development, Marketing Strategy, Leadership, Team Building, Product Management, Telecommunications, Strategic Partnerships, Product Marketing, Contract Negotiation, Customer Service, Customer Experience, Team Leadership, Professional Services, Wireless, Building Relationships, CRM, Customer Satisfaction, Mobile Devices, Negotiation, Marketing, Cloud Computing
Education
Baker College Business and Corporate Services
BBA, with minor in CIS
Wayland Baptist University
Jeff Omdahl's Flexible Plan Investments, Ltd. Experience May 2014 - Present
Job Western Divisional Sales Manager at Flexible Plan Investments, Ltd.
Industry Investment Management
Experience
Flexible Plan Investments, Ltd. May 2014 - Present
Massage Envy June 2007 - Present
The ProFunds and ProShares Group March 2000 - February 2014
Rydex 1996 - 2000
Skills
Series 7, ETFs, Alternative Investments, New Business Development, Mutual Funds, Investments, Asset Management, Series 63, Investment Strategies, Asset Managment, Portfolio Management, Investment Advisory, Asset Allocation, Wealth Management, Strategic Financial..., Investment Management
Education
Golden Gate University 1983 — 1983
MBA, Finance
Brigham Young University 1976 — 1982
BS, Finance
Flexible Plan Investments, Ltd. May 2014 - Present
Massage Envy June 2007 - Present
The ProFunds and ProShares Group March 2000 - February 2014
Rydex 1996 - 2000
Skills
Series 7, ETFs, Alternative Investments, New Business Development, Mutual Funds, Investments, Asset Management, Series 63, Investment Strategies, Asset Managment, Portfolio Management, Investment Advisory, Asset Allocation, Wealth Management, Strategic Financial..., Investment Management
Education
Golden Gate University 1983 — 1983
MBA, Finance
Brigham Young University 1976 — 1982
BS, Finance
Kathryn Doering, CRPC's Flexible Plan Investments, Ltd. Experience June 2015 - Present
Job Regional Wholesaler & Sales Manager, Flexible Plan Investments
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. June 2015 - Present
Flexible Plan Investments, Ltd. May 2014 - Present
TD Ameritrade August 2011 - May 2014
Merrill Edge 2010 - 2011
Morgan Stanley Wealth Management 2007 - 2010
UBS Wealth Management 2006 - 2007
Skills
Wealth Management, Series 7, Investment Advisory, Investment Strategies, Retirement Planning, Fixed Income, Strategic Financial..., Portfolio Management, Capital Markets, FINRA, Alternative Investments, Financial Services, Finance, Asset Management, Financial Analysis, Separately Managed..., Financial Advisory, Investment Management, Due Diligence, ETFs, CRM, Equities, Mutual Funds
Education
College for Financial Planning 2010 — 2011
Chartered Retirement Planning Counselor, Retirement and Investment Planning
University of California, Davis 2002 — 2006
B.A., Communication
Flexible Plan Investments, Ltd. June 2015 - Present
Flexible Plan Investments, Ltd. May 2014 - Present
TD Ameritrade August 2011 - May 2014
Merrill Edge 2010 - 2011
Morgan Stanley Wealth Management 2007 - 2010
UBS Wealth Management 2006 - 2007
Skills
Wealth Management, Series 7, Investment Advisory, Investment Strategies, Retirement Planning, Fixed Income, Strategic Financial..., Portfolio Management, Capital Markets, FINRA, Alternative Investments, Financial Services, Finance, Asset Management, Financial Analysis, Separately Managed..., Financial Advisory, Investment Management, Due Diligence, ETFs, CRM, Equities, Mutual Funds
Education
College for Financial Planning 2010 — 2011
Chartered Retirement Planning Counselor, Retirement and Investment Planning
University of California, Davis 2002 — 2006
B.A., Communication
Ranjith Iyer's Flexible Plan Investments, Ltd. Experience August 2014 - Present
Job Business Analyst at Flexible Plan Investments, Ltd.
Industry Information Technology and Services
Experience
Flexible Plan Investments, Ltd. August 2014 - Present
MasterTag February 2014 - August 2014
JPMorgan Chase January 2010 - April 2010
TCS Eserve Ltd July 2009 - January 2010
Hexaware Technologies July 2006 - February 2009
Education
Western Michigan University 2010 — 2012
Master of Business Administration (M.B.A.)
University of Mumbai
Bachelor’s Degree
Flexible Plan Investments, Ltd. August 2014 - Present
MasterTag February 2014 - August 2014
JPMorgan Chase January 2010 - April 2010
TCS Eserve Ltd July 2009 - January 2010
Hexaware Technologies July 2006 - February 2009
Education
Western Michigan University 2010 — 2012
Master of Business Administration (M.B.A.)
University of Mumbai
Bachelor’s Degree
Jackie Fruck's Flexible Plan Investments, Ltd. Experience 2012 - 2013
Job Investment Management Professional
Industry Investment Management
Experience
Flexible Plan Investments, Ltd. 2012 - 2013
Education
Slippery Rock University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching
Flexible Plan Investments, Ltd. 2012 - 2013
Education
Slippery Rock University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching