GoldK Company
Industry: Company
DescriptionFounded: 1999
GoldK List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at GoldK. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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GoldK Employees
Employee
Years
Job
Industry
Rob Crotty Rob Crotty's GoldK Experience 2000 - 2004
Job Education Solutions Specialist at EMC
Industry Marketing and Advertising
Experience
EMC July 2013 - Present
Direxxis, Inc. April 2012 - May 2013
Insperity February 2010 - July 2011
InvestLink Technologies October 2007 - July 2009
Principal Financial Group 2005 - 2007
The Retirement Plan Company LLC 2002 - 2005
GoldK 2000 - 2004
Skills
401k, SaaS, Account Management, Lead Generation, New Business Development, Employee Benefits, Sales, Sales Process, Marketing, Strategic Partnerships, Cold Calling, Direct Sales, Training, Strategy, Management, Salesforce.com
Education
Massachusetts College of Liberal Arts 1993 — 1996
BA
EMC July 2013 - Present
Direxxis, Inc. April 2012 - May 2013
Insperity February 2010 - July 2011
InvestLink Technologies October 2007 - July 2009
Principal Financial Group 2005 - 2007
The Retirement Plan Company LLC 2002 - 2005
GoldK 2000 - 2004
Skills
401k, SaaS, Account Management, Lead Generation, New Business Development, Employee Benefits, Sales, Sales Process, Marketing, Strategic Partnerships, Cold Calling, Direct Sales, Training, Strategy, Management, Salesforce.com
Education
Massachusetts College of Liberal Arts 1993 — 1996
BA
Dawn Taylor (Formerly Proc)'s GoldK Experience 1998 - 2003
Job
Industry Hospitality
Experience
MembersFirst July 2012 - Present
VCT - Member Experience Advisors August 2010 - July 2012
MembersFirst July 2005 - August 2010
Cingular Wireless 2003 - 2005
GoldK 1998 - 2003
bcgi 1995 - 1998
EDS 1992 - 1996
EDS/Appex 1992 - 1995
Skills
Hospitality Industry, New Business Development, Strategic Selling, Marketing, Marketing Strategy, Business Analysis, Strategic Planning, Email Marketing, Hospitality, Salesforce.com, Recruiting, Event Management, Leadership, Sales Process, Management, Strategy, Account Management, Social Networking
Education
Massachusetts College of Liberal Arts 1987 — 1991
BS, Business Administration
MembersFirst July 2012 - Present
VCT - Member Experience Advisors August 2010 - July 2012
MembersFirst July 2005 - August 2010
Cingular Wireless 2003 - 2005
GoldK 1998 - 2003
bcgi 1995 - 1998
EDS 1992 - 1996
EDS/Appex 1992 - 1995
Skills
Hospitality Industry, New Business Development, Strategic Selling, Marketing, Marketing Strategy, Business Analysis, Strategic Planning, Email Marketing, Hospitality, Salesforce.com, Recruiting, Event Management, Leadership, Sales Process, Management, Strategy, Account Management, Social Networking
Education
Massachusetts College of Liberal Arts 1987 — 1991
BS, Business Administration
Penny Parang Penny Parang's GoldK Experience 2002 - 2002
Job Software Application Manager
Industry Computer Software
Experience
PayPal via The Armada Group October 2011 - September 2012
Overwatch Textron Systems February 2008 - May 2011
Society of Women Engineers July 2008 - June 2010
Society of Women Engineers July 2006 - July 2008
Society of Women Engineers (SWE) Corporate Partnership Council (CPC) August 2006 - December 2007
Dell April 2005 - December 2007
Smith College Executive Education 2007 - 2007
Cendant, CheapTickets 2004 - 2005
ITT Industries, Systems Division June 2003 - February 2004
GoldK 2002 - 2002
Skills
Process Improvement, ClearCase, Leadership, Requirements Analysis, Integration, Testing, Visio, Project Management, Cross-functional Team..., SharePoint, Software Documentation, SDLC, MS Project, Software Configuration..., Six Sigma, Business Process..., Agile Methodologies, PMP, Scrum, Project Planning
Education
St. Edward’s University Professional Education 2013 — 2013
Project Management Boot Camp
Smith College 2007 — 2007
University of Phoenix 1996 — 1999
BS
PayPal via The Armada Group October 2011 - September 2012
Overwatch Textron Systems February 2008 - May 2011
Society of Women Engineers July 2008 - June 2010
Society of Women Engineers July 2006 - July 2008
Society of Women Engineers (SWE) Corporate Partnership Council (CPC) August 2006 - December 2007
Dell April 2005 - December 2007
Smith College Executive Education 2007 - 2007
Cendant, CheapTickets 2004 - 2005
ITT Industries, Systems Division June 2003 - February 2004
GoldK 2002 - 2002
Skills
Process Improvement, ClearCase, Leadership, Requirements Analysis, Integration, Testing, Visio, Project Management, Cross-functional Team..., SharePoint, Software Documentation, SDLC, MS Project, Software Configuration..., Six Sigma, Business Process..., Agile Methodologies, PMP, Scrum, Project Planning
Education
St. Edward’s University Professional Education 2013 — 2013
Project Management Boot Camp
Smith College 2007 — 2007
University of Phoenix 1996 — 1999
BS
Steve Buldini's GoldK Experience 2004 - 2004
Job at
Industry Computer Software
Experience
Innosight January 2015 - Present
Innosight July 2012 - Present
PatientKeeper May 2009 - July 2012
Panacos Pharmaceuticals, Inc. October 2005 - May 2009
MetLife 2005 - 2005
GoldK 2004 - 2004
Capital Crossing Bank 2002 - 2004
Skills
Financial Reporting, Audit, Cash Management and..., Financial Analysis, Payroll Management, 401K administration, General Ledger, Budgeting, Variance Analysis, Internal Controls
Education
University of Massachusetts Lowell 2006 — 2007
MBA, Finance
University of Massachusetts Lowell 1998 — 2002
BS Business Administration, Accounting
Innosight January 2015 - Present
Innosight July 2012 - Present
PatientKeeper May 2009 - July 2012
Panacos Pharmaceuticals, Inc. October 2005 - May 2009
MetLife 2005 - 2005
GoldK 2004 - 2004
Capital Crossing Bank 2002 - 2004
Skills
Financial Reporting, Audit, Cash Management and..., Financial Analysis, Payroll Management, 401K administration, General Ledger, Budgeting, Variance Analysis, Internal Controls
Education
University of Massachusetts Lowell 2006 — 2007
MBA, Finance
University of Massachusetts Lowell 1998 — 2002
BS Business Administration, Accounting
Riad Katrib Riad Katrib's GoldK Experience July 2002 - March 2004
Job Manager of Corporate Development at Diamond Resorts International
Industry Hospitality
Experience
Diamond Resorts International® July 2014 - Present
Wells Fargo Securities July 2012 - July 2014
Ford Motor Company August 2006 - October 2010
Robert Bosch Corporation July 2005 - August 2006
Visteon October 2004 - July 2005
GoldK July 2002 - March 2004
Skills
Valuation, Financial Statement..., Financial Modeling, Due Diligence, Capital Budgeting, Financial Forecasting, P&L Analysis, Pricing Strategy, Investing, Capital Markets, Process Improvement, US GAAP knowledge, Internal Controls, Equity Research, Risk Management, Forecasting, Finance, Corporate Finance, Competitive Analysis, Financial Analysis, Budgets, Analysis
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Accounting, Graduated with distinction
Walsh College
BA, Finance
Diamond Resorts International® July 2014 - Present
Wells Fargo Securities July 2012 - July 2014
Ford Motor Company August 2006 - October 2010
Robert Bosch Corporation July 2005 - August 2006
Visteon October 2004 - July 2005
GoldK July 2002 - March 2004
Skills
Valuation, Financial Statement..., Financial Modeling, Due Diligence, Capital Budgeting, Financial Forecasting, P&L Analysis, Pricing Strategy, Investing, Capital Markets, Process Improvement, US GAAP knowledge, Internal Controls, Equity Research, Risk Management, Forecasting, Finance, Corporate Finance, Competitive Analysis, Financial Analysis, Budgets, Analysis
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Accounting, Graduated with distinction
Walsh College
BA, Finance
William Bowditch William Bowditch's GoldK Experience November 2000 - January 2005
Job Director of Investment Compliance at Liberty Mutual Investments
Industry Investment Management
Experience
Liberty Mutual Investments April 2011 - Present
Collaborative Consulting March 2005 - March 2009
GoldK November 2000 - January 2005
Ernst & Young September 1993 - November 2000
Skills
Investment Advisor..., External Audit, Internal Controls, Sarbanes-Oxley Act, Regulatory Examinations
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Business
University of Rochester 1985 — 1989
BA, Economics
Germantown Friends 1972 — 1985
HS
Liberty Mutual Investments April 2011 - Present
Collaborative Consulting March 2005 - March 2009
GoldK November 2000 - January 2005
Ernst & Young September 1993 - November 2000
Skills
Investment Advisor..., External Audit, Internal Controls, Sarbanes-Oxley Act, Regulatory Examinations
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Business
University of Rochester 1985 — 1989
BA, Economics
Germantown Friends 1972 — 1985
HS
Craig Mazzini Craig Mazzini's GoldK Experience 2002 - 2004
Job National Sales Manager at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage April 2014 - Present
Mutual of Omaha March 2010 - January 2014
JennisonDryden Mutual Funds December 2007 - November 2009
Wachovia Retirement Services 2006 - 2007
Matrix Settlement & Clearance Services 2004 - 2006
GoldK 2002 - 2004
Skills
401k Sales, External Wholesaler, Retirement Plans, 401k, Retirement, Mutual Funds, Investments, Retirement Services, Consultative Selling, Customer Relations, New Business Development, Defined Contribution..., Retirement Planning, Customer Service, Selling, Pensions, Insurance, ERISA, Retirement Plan..., Portfolio Management, Securities, Qualified Retirement..., Defined Benefit, Employee Benefits, Financial Services, Series 6, Strategy, Sales, Fixed Annuities, Series 63, Life Insurance, Relationship Management
Education
University of Hartford
Econ-Finance
The Retirement Advantage April 2014 - Present
Mutual of Omaha March 2010 - January 2014
JennisonDryden Mutual Funds December 2007 - November 2009
Wachovia Retirement Services 2006 - 2007
Matrix Settlement & Clearance Services 2004 - 2006
GoldK 2002 - 2004
Skills
401k Sales, External Wholesaler, Retirement Plans, 401k, Retirement, Mutual Funds, Investments, Retirement Services, Consultative Selling, Customer Relations, New Business Development, Defined Contribution..., Retirement Planning, Customer Service, Selling, Pensions, Insurance, ERISA, Retirement Plan..., Portfolio Management, Securities, Qualified Retirement..., Defined Benefit, Employee Benefits, Financial Services, Series 6, Strategy, Sales, Fixed Annuities, Series 63, Life Insurance, Relationship Management
Education
University of Hartford
Econ-Finance
Michael Widmer's GoldK Experience 2002 - 2002
Job Project Manager, Vice President, IT Strategy & Governance at State Street
Industry Financial Services
Experience
State Street August 2011 - Present
Keane July 2010 - July 2011
Blue Cross Blue Shield of Rhode Island August 2009 - April 2010
Mercer September 2006 - August 2009
Mercer November 2002 - September 2006
GoldK 2002 - 2002
Boston Financial Data Services 2001 - 2002
John Hancock 1999 - 2001
John Hancock 1998 - 1999
Skills
Project Management, Program Management, IT Project & Program..., Communication, Offshore Outsourcing, Financial Reporting, Strategic Financial..., Budget Forecasts, Lean Management, Six Sigma, Management, Vendor Management, Change Management, Business Process, SDLC, Business Analysis, Process Improvement, Leadership, Analysis, IT Strategy, Strategy, Talent Management, Financial Planning, CRM, Performance Management, Risk Management, Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2006
MBA, Global Strategy
Boston College 1993 — 1997
BA, Sociology, History
State Street August 2011 - Present
Keane July 2010 - July 2011
Blue Cross Blue Shield of Rhode Island August 2009 - April 2010
Mercer September 2006 - August 2009
Mercer November 2002 - September 2006
GoldK 2002 - 2002
Boston Financial Data Services 2001 - 2002
John Hancock 1999 - 2001
John Hancock 1998 - 1999
Skills
Project Management, Program Management, IT Project & Program..., Communication, Offshore Outsourcing, Financial Reporting, Strategic Financial..., Budget Forecasts, Lean Management, Six Sigma, Management, Vendor Management, Change Management, Business Process, SDLC, Business Analysis, Process Improvement, Leadership, Analysis, IT Strategy, Strategy, Talent Management, Financial Planning, CRM, Performance Management, Risk Management, Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2006
MBA, Global Strategy
Boston College 1993 — 1997
BA, Sociology, History
Tony Martine's GoldK Experience 2002 - 2003
Job
Industry Hospitality
Experience
Sabre Hospitality Solutions November 2004 - Present
CCBN 2003 - 2004
Thomson Financial 2003 - 2004
GoldK 2002 - 2003
Persumma 2000 - 2001
Genuity June 1999 - April 2000
Noblestar March 1998 - January 1999
Thomson Financial 1999 - 1999
Skills
Software Quality..., Agile Methodologies, Quality Assurance, Scrum, Testing
Education
Marist College 1992 — 1996
BS
Sabre Hospitality Solutions November 2004 - Present
CCBN 2003 - 2004
Thomson Financial 2003 - 2004
GoldK 2002 - 2003
Persumma 2000 - 2001
Genuity June 1999 - April 2000
Noblestar March 1998 - January 1999
Thomson Financial 1999 - 1999
Skills
Software Quality..., Agile Methodologies, Quality Assurance, Scrum, Testing
Education
Marist College 1992 — 1996
BS
David Numikoski's GoldK Experience January 2001 - February 2004
Job Manager, Treasury Services at Jackson Square Aviation
Industry Accounting
Experience
Jackson Square Aviation April 2010 - Present
Sky Holding Company, LLC March 2008 - April 2012
Pegasus Aviation Finance Company June 2004 - November 2007
GoldK January 2001 - February 2004
A Company 201st MI Brigade January 1992 - January 2000
A Company 502nd MI Battalion January 1989 - January 1992
Skills
Project Management, Disaster Recovery, Due Diligence, Forecasting, Internal Audit, General Ledger, Vendor Management, Business Strategy, Account Reconciliation, Asset Management, Budgets, Change Management, Financial Analysis, Contract Negotiation, Account Management, Team Leadership, Portfolio Management, Program Management, Strategic Planning, 401k, Accounting, QuickBooks, Process Improvement, Variance Analysis, Electronics, Microsoft Word, Financial Statements, Sarbanes-Oxley Act, Retirement Planning, Valuation, Business Analysis, Mutual Funds, Electronic Warfare, Financial Modeling, Fixed Assets, Retirement, Microsoft Excel, Finance, Microsoft Office, Corporate Finance, Access, Customer Service, Management, Signals Intelligence, Internal Controls, Financial Reporting, SAP, GAAP, Financial Services, Cost Accounting
Education
Northern Michigan University 1991 — 2000
Bachelors, Accounting
Jackson Square Aviation April 2010 - Present
Sky Holding Company, LLC March 2008 - April 2012
Pegasus Aviation Finance Company June 2004 - November 2007
GoldK January 2001 - February 2004
A Company 201st MI Brigade January 1992 - January 2000
A Company 502nd MI Battalion January 1989 - January 1992
Skills
Project Management, Disaster Recovery, Due Diligence, Forecasting, Internal Audit, General Ledger, Vendor Management, Business Strategy, Account Reconciliation, Asset Management, Budgets, Change Management, Financial Analysis, Contract Negotiation, Account Management, Team Leadership, Portfolio Management, Program Management, Strategic Planning, 401k, Accounting, QuickBooks, Process Improvement, Variance Analysis, Electronics, Microsoft Word, Financial Statements, Sarbanes-Oxley Act, Retirement Planning, Valuation, Business Analysis, Mutual Funds, Electronic Warfare, Financial Modeling, Fixed Assets, Retirement, Microsoft Excel, Finance, Microsoft Office, Corporate Finance, Access, Customer Service, Management, Signals Intelligence, Internal Controls, Financial Reporting, SAP, GAAP, Financial Services, Cost Accounting
Education
Northern Michigan University 1991 — 2000
Bachelors, Accounting
Ray Morro's GoldK Experience March 2001 - November 2002
Job Assistant Vice President National Accounts, Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2002 - Present
GoldK March 2001 - November 2002
Arthur J. Gallagher & Co. August 1996 - March 2001
Skills
401k, Defined Benefit, Mutual Funds, Retirement, Series 6, Retirement Planning, Pensions, Investments, Asset Allocation, Relationship Management, Defined Contribution, Insurance, Retirement Plan..., Series 65, ERISA
Education
University of Michigan-Dearborn 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Transamerica Retirement Solutions November 2002 - Present
GoldK March 2001 - November 2002
Arthur J. Gallagher & Co. August 1996 - March 2001
Skills
401k, Defined Benefit, Mutual Funds, Retirement, Series 6, Retirement Planning, Pensions, Investments, Asset Allocation, Relationship Management, Defined Contribution, Insurance, Retirement Plan..., Series 65, ERISA
Education
University of Michigan-Dearborn 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Kristin Hutcheson's GoldK Experience January 2003 - August 2004
Job Essential Oil Educator for Young Living Essential Oils
Industry Research
Experience
North West Independent School District October 2013 - Present
Young Living Essential Oils May 2013 - Present
St. Peter's Lutheran Church / Concordia Academy March 2013 - June 2013
Lustig, Glaser & Wilson, P.C. July 2009 - July 2012
St. Luke's Preschool March 2008 - June 2011
MFS Investment Management January 2005 - December 2007
State Street September 2004 - December 2004
GOLDK January 2003 - August 2004
Emplanet September 2001 - January 2003
John Hancock February 2000 - August 2001
Skills
Contract Negotiation, Retirement, Microsoft Office, Outlook, Retirement Planning, Mutual Funds, Customer Service, Litigation
Education
Providence College 1993 — 1997
BS, Health Policy and Management / Economics
North West Independent School District October 2013 - Present
Young Living Essential Oils May 2013 - Present
St. Peter's Lutheran Church / Concordia Academy March 2013 - June 2013
Lustig, Glaser & Wilson, P.C. July 2009 - July 2012
St. Luke's Preschool March 2008 - June 2011
MFS Investment Management January 2005 - December 2007
State Street September 2004 - December 2004
GOLDK January 2003 - August 2004
Emplanet September 2001 - January 2003
John Hancock February 2000 - August 2001
Skills
Contract Negotiation, Retirement, Microsoft Office, Outlook, Retirement Planning, Mutual Funds, Customer Service, Litigation
Education
Providence College 1993 — 1997
BS, Health Policy and Management / Economics
Amy Morrissette's GoldK Experience 2001 - 2003
Job RN at Lahey Hospital & Medical Center
Industry Hospital & Health Care
Experience
Lahey Hospital & Medical Center October 2014 - Present
Northeastern University January 2013 - August 2014
ING US June 2005 - February 2013
Gaurdian Insurance and Annuities 2003 - 2005
GoldK 2001 - 2003
Guardian 2000 - 2003
John Hancock 1997 - 2001
Great-West Life and Annuity Insurance Company 1996 - 1998
Skills
Series 6, Series 63, Series 7, Mutual Funds, 401k, Retirement, Securities, Asset Allocation, Retirement Planning, Investments, Wealth Management, Financial Services, Relationship Management, Uniform Combined State..., Asset Management, Employee Benefits
Education
Northeastern University 2013 — 2014
BSRN, Nursing
Merrimack College 1992 — 1996
Bachelor of Science (BS), Accounting
Lahey Hospital & Medical Center October 2014 - Present
Northeastern University January 2013 - August 2014
ING US June 2005 - February 2013
Gaurdian Insurance and Annuities 2003 - 2005
GoldK 2001 - 2003
Guardian 2000 - 2003
John Hancock 1997 - 2001
Great-West Life and Annuity Insurance Company 1996 - 1998
Skills
Series 6, Series 63, Series 7, Mutual Funds, 401k, Retirement, Securities, Asset Allocation, Retirement Planning, Investments, Wealth Management, Financial Services, Relationship Management, Uniform Combined State..., Asset Management, Employee Benefits
Education
Northeastern University 2013 — 2014
BSRN, Nursing
Merrimack College 1992 — 1996
Bachelor of Science (BS), Accounting
Donald Wallroth's GoldK Experience January 2003 - December 2005
Job Partner at Exceptional Leaders International
Industry Management Consulting
Experience
Exceptional Leaders International March 2015 - Present
Synovia Solutions, Inc. October 2012 - Present
Tatum, a Randstad company November 2014 - March 2015
Everyday Solutions Inc. November 2011 - October 2012
Avery Dennison 2010 - July 2011
Molecular Insight Pharmaceuticals, Inc 2007 - 2009
Tatum LLC 2006 - 2009
Brown Rudnick 2006 - 2006
GoldK January 2003 - December 2005
Lincoln Energy Corporation 2000 - 2003
Skills
SEC reporting, Investor Relations, Mergers, SOX, Due Diligence, Financial Reporting, Acquisition Integration, Accounting, Restructuring, Business Strategy, Financial Modeling, Financial Analysis, Revenue Recognition, Venture Capital, Financial Management, Budgeting, Financial Planning, Corporate Finance, Forecasting, Compliance, Process Improvement, Business Planning, Internal Controls, P&L Management, Start-ups, Strategic Planning, Valuation, Variance Analysis, Team Building, IPO, Cost Reduction, Consumer Products, Strategy Development, Risk Management, International Business, Internal Audit, Business Process..., Biotechnology, E-commerce, Management Consulting, Divestitures, Contract Negotiations, Entrepreneurship, ERP, Medical Devices, Manufacturing, Cash Management, Cross-functional Team..., Cost Accounting, Working Capital...
Education
Columbia University - Columbia Business School 1975 — 1977
MBA, Finance & Marketing
The George Washington University 1967 — 1971
BS Electrical Engineering
Exceptional Leaders International March 2015 - Present
Synovia Solutions, Inc. October 2012 - Present
Tatum, a Randstad company November 2014 - March 2015
Everyday Solutions Inc. November 2011 - October 2012
Avery Dennison 2010 - July 2011
Molecular Insight Pharmaceuticals, Inc 2007 - 2009
Tatum LLC 2006 - 2009
Brown Rudnick 2006 - 2006
GoldK January 2003 - December 2005
Lincoln Energy Corporation 2000 - 2003
Skills
SEC reporting, Investor Relations, Mergers, SOX, Due Diligence, Financial Reporting, Acquisition Integration, Accounting, Restructuring, Business Strategy, Financial Modeling, Financial Analysis, Revenue Recognition, Venture Capital, Financial Management, Budgeting, Financial Planning, Corporate Finance, Forecasting, Compliance, Process Improvement, Business Planning, Internal Controls, P&L Management, Start-ups, Strategic Planning, Valuation, Variance Analysis, Team Building, IPO, Cost Reduction, Consumer Products, Strategy Development, Risk Management, International Business, Internal Audit, Business Process..., Biotechnology, E-commerce, Management Consulting, Divestitures, Contract Negotiations, Entrepreneurship, ERP, Medical Devices, Manufacturing, Cash Management, Cross-functional Team..., Cost Accounting, Working Capital...
Education
Columbia University - Columbia Business School 1975 — 1977
MBA, Finance & Marketing
The George Washington University 1967 — 1971
BS Electrical Engineering
McWalter, Anne's GoldK Experience 2002 - 2005
Job Independent Financial Services Professional
Industry Human Resources
Experience
GoldK 2002 - 2005
Digital Equipment Corporation January 1980 - September 1992
Skills
Mutual Funds, 401k, Human Resources, Employee Benefits, Customer Satisfaction, ADP Payroll
Education
Framingham State College
Bachelor's degree
Rosary Academy
GoldK 2002 - 2005
Digital Equipment Corporation January 1980 - September 1992
Skills
Mutual Funds, 401k, Human Resources, Employee Benefits, Customer Satisfaction, ADP Payroll
Education
Framingham State College
Bachelor's degree
Rosary Academy
Michele Beers Wyatt, ARPC, AIF's GoldK Experience 2001 - 2003
Job Regional Sales Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2014 - Present
Transamerica Retirement Services December 2007 - December 2013
Hartford Life 2003 - 2007
GoldK 2001 - 2003
American Skandia 1993 - 2000
Skills
Mutual Funds, Series 6, Series 63, Annuities, Retirement Plans, Investments, Series 7, 401k, Insurance, Asset Allocation, Financial Advisory, Fixed Annuities, Retirement Planning, Series 24, Financial Services, Sales, Retirement, Wealth Management, FINRA, Defined Benefit, Variable Annuities, IRAs, Series 65, Separately Managed...
Education
Eastern Connecticut State University 1986 — 1990
St. Joseph High School
Lincoln Financial Group January 2014 - Present
Transamerica Retirement Services December 2007 - December 2013
Hartford Life 2003 - 2007
GoldK 2001 - 2003
American Skandia 1993 - 2000
Skills
Mutual Funds, Series 6, Series 63, Annuities, Retirement Plans, Investments, Series 7, 401k, Insurance, Asset Allocation, Financial Advisory, Fixed Annuities, Retirement Planning, Series 24, Financial Services, Sales, Retirement, Wealth Management, FINRA, Defined Benefit, Variable Annuities, IRAs, Series 65, Separately Managed...
Education
Eastern Connecticut State University 1986 — 1990
St. Joseph High School
Paul Scharneck's GoldK Experience February 2004 - February 2005
Job Manager Alliance Relationship Management at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions April 2015 - Present
Wilmington Trust September 2014 - April 2015
Wilmington Trust January 2013 - September 2014
Wilmington Trust February 2009 - January 2013
Wilmington Trust July 2007 - January 2010
AST Capital Trust 2005 - 2008
AST Capital Trust 2005 - 2007
The Retirement Plan Company February 2005 - October 2005
GoldK February 2004 - February 2005
Emplanet April 2002 - November 2002
Skills
Mutual Funds, 401k, Financial Services, Securities, Retirement, Investments, Wealth Management, Retirement Planning, Defined Benefit, Business Analysis, Portfolio Management, Relationship Management, Asset Allocation, Asset Management, Investment Advisory, Pensions, Series 6, FINRA
Education
Eastern Nazarene College 1993 — 1997
B.A, History, American Government
Matrix Financial Solutions April 2015 - Present
Wilmington Trust September 2014 - April 2015
Wilmington Trust January 2013 - September 2014
Wilmington Trust February 2009 - January 2013
Wilmington Trust July 2007 - January 2010
AST Capital Trust 2005 - 2008
AST Capital Trust 2005 - 2007
The Retirement Plan Company February 2005 - October 2005
GoldK February 2004 - February 2005
Emplanet April 2002 - November 2002
Skills
Mutual Funds, 401k, Financial Services, Securities, Retirement, Investments, Wealth Management, Retirement Planning, Defined Benefit, Business Analysis, Portfolio Management, Relationship Management, Asset Allocation, Asset Management, Investment Advisory, Pensions, Series 6, FINRA
Education
Eastern Nazarene College 1993 — 1997
B.A, History, American Government
Kristi Morrissey's GoldK Experience 2002 - 2004
Job Manager, Benefit Administration at AAM
Industry Human Resources
Experience
AAM December 2010 - Present
TriMas Corporation April 2007 - December 2010
Kelly Staff Leasing July 2004 - March 2007
GoldK 2002 - 2004
Skills
Benefits Administration, Deferred Compensation, Employee Benefits, Employee Relations, Account Management, FMLA, HR Policies, HRIS, Human Resources, Labor Relations, Onboarding, PeopleSoft, Performance Management, Talent Acquisition
Education
Walsh College 2006 — 2008
MBA, Human Resources
University of Florida 1997 — 2000
BA, Business Admininstration
AAM December 2010 - Present
TriMas Corporation April 2007 - December 2010
Kelly Staff Leasing July 2004 - March 2007
GoldK 2002 - 2004
Skills
Benefits Administration, Deferred Compensation, Employee Benefits, Employee Relations, Account Management, FMLA, HR Policies, HRIS, Human Resources, Labor Relations, Onboarding, PeopleSoft, Performance Management, Talent Acquisition
Education
Walsh College 2006 — 2008
MBA, Human Resources
University of Florida 1997 — 2000
BA, Business Admininstration
Lee Tenney's GoldK Experience 2000 - 2005
Job Vice President, Retirement Plans at 3D Asset Management
Industry Investment Management
Experience
3D Asset Management June 2012 - Present
WisdomTree Asset Management September 2007 - June 2012
BISYS 2005 - 2007
GoldK 2000 - 2005
Doeren Mayhew 1998 - 2000
Skills
Series 7, Alternative Investments, ETFs, Asset Allocation, Investment Advisory, Asset Managment, Financial Services, Asset Management, 401k, Retirement Planning, Mutual Funds, Retirement, Investments, Series 63, 403b, ETF's, 3(38)
Education
University of Rhode Island - College of Business Administration 1990 — 1994
BS, Finance & Economics
Joseph A Foran High School
3D Asset Management June 2012 - Present
WisdomTree Asset Management September 2007 - June 2012
BISYS 2005 - 2007
GoldK 2000 - 2005
Doeren Mayhew 1998 - 2000
Skills
Series 7, Alternative Investments, ETFs, Asset Allocation, Investment Advisory, Asset Managment, Financial Services, Asset Management, 401k, Retirement Planning, Mutual Funds, Retirement, Investments, Series 63, 403b, ETF's, 3(38)
Education
University of Rhode Island - College of Business Administration 1990 — 1994
BS, Finance & Economics
Joseph A Foran High School
Jessica Roeder's GoldK Experience 2003 - 2004
Job Vice President at Freedman Consulting, LLC
Industry Management Consulting
Experience
Freedman Consulting, LLC June 2015 - Present
Freedman Consulting, LLC September 2014 - May 2015
US Ignite January 2014 - August 2014
US Ignite August 2012 - January 2014
Booz Allen Hamilton August 2009 - August 2012
National Parks Service June 2008 - August 2008
Harvard School of Public Health 2004 - 2007
GoldK 2003 - 2004
Society for Imaging Informatics in Medicine 2002 - 2003
Skills
Program Management, Program Evaluation, Data Analysis, Strategic Planning, Management Consulting, Project Management, Non-profits, Business Strategy, Financial Analysis, Change Management, Strategy, International..., Fundraising, Research, Financial Modeling, Proposal Writing, Business Development, Entrepreneurship, Business Process..., Government, Nonprofits, Analysis, Policy, Cross-functional Team...
Education
University of Virginia Darden School of Business 2007 — 2009
MBA, Business
Princeton University 1998 — 2002
BSE, Mechanical Engineering
Thomas Jefferson High School for Science and Technology 1994 — 1998
Freedman Consulting, LLC June 2015 - Present
Freedman Consulting, LLC September 2014 - May 2015
US Ignite January 2014 - August 2014
US Ignite August 2012 - January 2014
Booz Allen Hamilton August 2009 - August 2012
National Parks Service June 2008 - August 2008
Harvard School of Public Health 2004 - 2007
GoldK 2003 - 2004
Society for Imaging Informatics in Medicine 2002 - 2003
Skills
Program Management, Program Evaluation, Data Analysis, Strategic Planning, Management Consulting, Project Management, Non-profits, Business Strategy, Financial Analysis, Change Management, Strategy, International..., Fundraising, Research, Financial Modeling, Proposal Writing, Business Development, Entrepreneurship, Business Process..., Government, Nonprofits, Analysis, Policy, Cross-functional Team...
Education
University of Virginia Darden School of Business 2007 — 2009
MBA, Business
Princeton University 1998 — 2002
BSE, Mechanical Engineering
Thomas Jefferson High School for Science and Technology 1994 — 1998
Ralph Peluso's GoldK Experience August 2001 - April 2002
Job Senior Vice President, DCIO at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management June 2011 - Present
Allianz Global Investors January 2006 - September 2010
Citigroup Asset Management August 2003 - December 2005
Matrix Settlement & Clearance Services April 2002 - August 2003
GoldK August 2001 - April 2002
PIMCO Advisors Distribution Company August 1991 - August 2001
Skills
Series 7, Series 66, Series 24, Wealth Management, New Business Development, Mutual Funds, Investments, Asset Management, Selling, Retirement, Asset Allocation, Sales, Uniform Combined State..., 401k, Financial Services, Series 63, Separately Managed..., Strategic Planning, Defined Contribution, Alternative Investments, Retirement Planning
Education
Rye Neck High School 1982 — 1986
The University of Connecticut
BS, Business
Lazard Asset Management June 2011 - Present
Allianz Global Investors January 2006 - September 2010
Citigroup Asset Management August 2003 - December 2005
Matrix Settlement & Clearance Services April 2002 - August 2003
GoldK August 2001 - April 2002
PIMCO Advisors Distribution Company August 1991 - August 2001
Skills
Series 7, Series 66, Series 24, Wealth Management, New Business Development, Mutual Funds, Investments, Asset Management, Selling, Retirement, Asset Allocation, Sales, Uniform Combined State..., 401k, Financial Services, Series 63, Separately Managed..., Strategic Planning, Defined Contribution, Alternative Investments, Retirement Planning
Education
Rye Neck High School 1982 — 1986
The University of Connecticut
BS, Business
Rocco Cufone's GoldK Experience 2001 - 2003
Job Business Account Executive at Comcast Cable
Industry Environmental Services
Experience
Comcast Cable March 2014 - Present
TimePayment Corp July 2012 - October 2013
Advanced Pure Water Solutions August 2008 - July 2012
TimePayment Corp 2000 - 2007
GoldK 2001 - 2003
Skills
New Business Development, Strategic Planning, Sales Management, Team Building, Account Management, Cold Calling, Sales, Marketing Strategy, Sales Process, Salesforce.com, Negotiation, Customer Service, Contract Negotiation, Project Management, Proposal Writing, Selling, B2B, Sales Operations, Direct Sales, Business Development
Education
Fordham University 1993 — 1995
Notre Dame HS 1989 — 1993
Comcast Cable March 2014 - Present
TimePayment Corp July 2012 - October 2013
Advanced Pure Water Solutions August 2008 - July 2012
TimePayment Corp 2000 - 2007
GoldK 2001 - 2003
Skills
New Business Development, Strategic Planning, Sales Management, Team Building, Account Management, Cold Calling, Sales, Marketing Strategy, Sales Process, Salesforce.com, Negotiation, Customer Service, Contract Negotiation, Project Management, Proposal Writing, Selling, B2B, Sales Operations, Direct Sales, Business Development
Education
Fordham University 1993 — 1995
Notre Dame HS 1989 — 1993
Benton Genus's GoldK Experience 2003 - 2003
Job Investment Advisor Representative at Managed Financial Services, Inc. Corp.
Industry Chemicals
Experience
Managed Financial Services, Inc. Corp. November 2013 - Present
FosterQuan, LLC November 2010 - November 2013
Spectrum Chemical May 2005 - November 2010
Innovation Electronics 2003 - 2004
GoldK 2003 - 2003
Tweeter Home Entertainment 2002 - 2003
AIM Funds Services 2000 - 2002
Retriever Payment Systems 1998 - 2000
Klein Bank 1996 - 1998
Education
Trident University International 2007 — 2009
Bachelor's degree, Business Administration and Management, General
Managed Financial Services, Inc. Corp. November 2013 - Present
FosterQuan, LLC November 2010 - November 2013
Spectrum Chemical May 2005 - November 2010
Innovation Electronics 2003 - 2004
GoldK 2003 - 2003
Tweeter Home Entertainment 2002 - 2003
AIM Funds Services 2000 - 2002
Retriever Payment Systems 1998 - 2000
Klein Bank 1996 - 1998
Education
Trident University International 2007 — 2009
Bachelor's degree, Business Administration and Management, General
Bill Benintende's GoldK Experience September 2000 - March 2003
Job Group Manager, Public Relations at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price February 2011 - Present
Wilmington Trust April 2003 - February 2011
GoldK September 2000 - March 2003
John Hancock Funds July 1991 - September 2000
Fidelity Investments January 1983 - July 1991
Skills
Asset Managment, Financial Services, Corporate Communications, Series 7, Mutual Funds, Investments, Public Relations, Investment Management, Investment Advisory, Retirement Planning, Hedge Funds, Asset Allocation, Asset Management, Series 6, Risk Management, Portfolio Management, Investment Strategies, Securities, Alternative Investments
Education
Bates College
Bachelor of Arts, Economics
T. Rowe Price February 2011 - Present
Wilmington Trust April 2003 - February 2011
GoldK September 2000 - March 2003
John Hancock Funds July 1991 - September 2000
Fidelity Investments January 1983 - July 1991
Skills
Asset Managment, Financial Services, Corporate Communications, Series 7, Mutual Funds, Investments, Public Relations, Investment Management, Investment Advisory, Retirement Planning, Hedge Funds, Asset Allocation, Asset Management, Series 6, Risk Management, Portfolio Management, Investment Strategies, Securities, Alternative Investments
Education
Bates College
Bachelor of Arts, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY