Great West Retirement Services
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Great West Retirement Services Employees
Employee
Years
Job
Industry
Kate Briggs Kate Briggs's Great West Retirement Services Experience 2004 - 2008
Job Mom of Three Great Boys
Industry Marketing and Advertising
Experience
Kendall Briggs, LLC 2006 - Present
Great-West Retirement Services 2004 - 2008
Carefree of Colorado 2003 - 2004
Skills
New Business Development, Microsoft Office, Social Media, Customer Service, Management, Advertising, Marketing, Event Planning, Marketing Strategy, Marketing Communications, Trade Shows, Account Management
Education
University of Colorado Denver 2002 — 2003
Master of Business Administration (MBA), 3.4
Miami University 1996 — 2000
Bachelor of Science (B.S.), Marketing, 3.5
Kendall Briggs, LLC 2006 - Present
Great-West Retirement Services 2004 - 2008
Carefree of Colorado 2003 - 2004
Skills
New Business Development, Microsoft Office, Social Media, Customer Service, Management, Advertising, Marketing, Event Planning, Marketing Strategy, Marketing Communications, Trade Shows, Account Management
Education
University of Colorado Denver 2002 — 2003
Master of Business Administration (MBA), 3.4
Miami University 1996 — 2000
Bachelor of Science (B.S.), Marketing, 3.5
Scott Willms Scott Willms's Great West Retirement Services Experience May 2008 - August 2009
Job Supervision Analyst at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. August 2013 - Present
US Bancorp Fund Services August 2009 - August 2013
Great West Retirement Services May 2008 - August 2009
Skills
Investment Compliance, Sales Management, Branch Operation, Trade Compliance, Compliance, Correspondence Analysis, Regulatory Approvals, FINRA, Wealth Management, Financial Reporting, Mutual Funds, Account Reconciliation, Retirement Plan..., G/L Analysis, Wire Transfers, Account Maintenance, Quality Control, Series 7, Series 9/10, Series 66, Series 31, Retirement Planning
Education
Concordia University-Wisconsin 2010 — 2013
Master of Business Administration (M.B.A.), Finance, 3.97
University of Wisconsin-Milwaukee 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, 3.2
Robert W. Baird & Co. August 2013 - Present
US Bancorp Fund Services August 2009 - August 2013
Great West Retirement Services May 2008 - August 2009
Skills
Investment Compliance, Sales Management, Branch Operation, Trade Compliance, Compliance, Correspondence Analysis, Regulatory Approvals, FINRA, Wealth Management, Financial Reporting, Mutual Funds, Account Reconciliation, Retirement Plan..., G/L Analysis, Wire Transfers, Account Maintenance, Quality Control, Series 7, Series 9/10, Series 66, Series 31, Retirement Planning
Education
Concordia University-Wisconsin 2010 — 2013
Master of Business Administration (M.B.A.), Finance, 3.97
University of Wisconsin-Milwaukee 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, 3.2
Andee Nusaath, MBA Andee Nusaath, MBA's Great West Retirement Services Experience August 2009 - August 2012
Job Director, Retirement Education Govt West at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2013 - Present
Great-West Financial August 2012 - August 2013
Great-West Retirement Services August 2009 - August 2012
The Wilson Agency, LLC January 2008 - August 2009
Skills
Series 6, Financial Services, Retirement, Retirement Planning, Investments, Retirement Plan..., Retirement Education, Series 63, Series 26, Insurance Background, Plant Design, Compliance, Team Management, New Business Development, Sales Prospecting, 401k, Health Insurance, FINRA, Fixed Annuities, Pensions, Mutual Funds, Insurance, Human Resources, Management, ERISA, IRAs, Series 7, Defined Benefit, Disability Insurance, Investment Advisory, Asset Allocation, Employee Benefits, Analysis, Strategic Financial..., Relationship Management, Marketing, Investment Strategies, Deferred Compensation, Wealth Management, Business Planning, Benefits Administration, Securities, Financial Advisory, Life Insurance, Uniform Combined State..., Underwriting, Health Savings Accounts, Financial Analysis, Financial Planners, Roth IRA
Education
The University of Texas at San Antonio 2011 — 2012
CFP Certification Program
University of Alaska Anchorage 2009 — 2011
MBA, Business Administration-Finance
Delaware State University 2002 — 2005
BS, Business Economics
University of California, Los Angeles
MassMutual Financial Group July 2013 - Present
Great-West Financial August 2012 - August 2013
Great-West Retirement Services August 2009 - August 2012
The Wilson Agency, LLC January 2008 - August 2009
Skills
Series 6, Financial Services, Retirement, Retirement Planning, Investments, Retirement Plan..., Retirement Education, Series 63, Series 26, Insurance Background, Plant Design, Compliance, Team Management, New Business Development, Sales Prospecting, 401k, Health Insurance, FINRA, Fixed Annuities, Pensions, Mutual Funds, Insurance, Human Resources, Management, ERISA, IRAs, Series 7, Defined Benefit, Disability Insurance, Investment Advisory, Asset Allocation, Employee Benefits, Analysis, Strategic Financial..., Relationship Management, Marketing, Investment Strategies, Deferred Compensation, Wealth Management, Business Planning, Benefits Administration, Securities, Financial Advisory, Life Insurance, Uniform Combined State..., Underwriting, Health Savings Accounts, Financial Analysis, Financial Planners, Roth IRA
Education
The University of Texas at San Antonio 2011 — 2012
CFP Certification Program
University of Alaska Anchorage 2009 — 2011
MBA, Business Administration-Finance
Delaware State University 2002 — 2005
BS, Business Economics
University of California, Los Angeles
Nick Baseel MSF CRPC Nick Baseel MSF CRPC's Great West Retirement Services Experience December 2007 - May 2011
Job Regional Vice President External Wholesaler
Industry Financial Services
Experience
Deutsche Asset Management May 2011 - Present
Great West Retirement Services December 2007 - May 2011
John Hancock May 2007 - November 2007
Skills
Series 63, Life & Health Licenses, CRPC, Series 7, Mutual Funds, Investments, Financial Analysis, Insurance, Financial Modeling, Asset Managment, Portfolio Management, Valuation, Asset Allocation, Securities, Retirement, Retirement Planning, Banking, Wealth Management, Alternative Investments, 401k, Equities, Investment Strategies, Asset Management, IRAs, Series 65, FINRA
Education
Suffolk University - Sawyer Business School 2009 — 2010
Masters of Science Finance, Finance
Bryant University 2003 — 2007
BA, Finance
Deutsche Asset Management May 2011 - Present
Great West Retirement Services December 2007 - May 2011
John Hancock May 2007 - November 2007
Skills
Series 63, Life & Health Licenses, CRPC, Series 7, Mutual Funds, Investments, Financial Analysis, Insurance, Financial Modeling, Asset Managment, Portfolio Management, Valuation, Asset Allocation, Securities, Retirement, Retirement Planning, Banking, Wealth Management, Alternative Investments, 401k, Equities, Investment Strategies, Asset Management, IRAs, Series 65, FINRA
Education
Suffolk University - Sawyer Business School 2009 — 2010
Masters of Science Finance, Finance
Bryant University 2003 — 2007
BA, Finance
Paul Gerling's Great West Retirement Services Experience November 2008 - March 2013
Job Internal Sales Director Core Market
Industry Financial Services
Experience
EMPOWER Retirement March 2013 - Present
Great-West Retirement Services November 2008 - March 2013
Great-West Retirement Services November 2008 - January 2011
JPMorgan June 2007 - November 2008
Starz Entertainment Group July 2002 - January 2005
American Century Investments 1993 - 2002
The Limited August 1991 - May 1992
Skills
401k, Business Analysis, Customer Service, Retirement Planning, Employee Benefits, IRAs, FINRA, Pensions, Insurance, Retail, Series 7, Investments, Roth IRA, Series 6, Process Improvement, Sales, Financial Services, Asset Management, Securities, Series 63, Project Management, Recruiting, Retirement, Fixed Annuities, Mutual Funds, Human Resources
Education
Kansas State University 1989 — 1991
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Benedictine College 1987 — 1989
History
Rockhurst High School 1983 — 1986
St Josephs Grade School 1976 — 1982
EMPOWER Retirement March 2013 - Present
Great-West Retirement Services November 2008 - March 2013
Great-West Retirement Services November 2008 - January 2011
JPMorgan June 2007 - November 2008
Starz Entertainment Group July 2002 - January 2005
American Century Investments 1993 - 2002
The Limited August 1991 - May 1992
Skills
401k, Business Analysis, Customer Service, Retirement Planning, Employee Benefits, IRAs, FINRA, Pensions, Insurance, Retail, Series 7, Investments, Roth IRA, Series 6, Process Improvement, Sales, Financial Services, Asset Management, Securities, Series 63, Project Management, Recruiting, Retirement, Fixed Annuities, Mutual Funds, Human Resources
Education
Kansas State University 1989 — 1991
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Benedictine College 1987 — 1989
History
Rockhurst High School 1983 — 1986
St Josephs Grade School 1976 — 1982
Kristopher Morton Kristopher Morton's Great West Retirement Services Experience March 2003 - January 2012
Job Director, Pacific NW at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2013 - Present
Great-West Financial January 2012 - June 2013
Great-West Retirement Services March 2003 - January 2012
Great-West Retirement Services December 1999 - March 2003
BenefitCorp July 1998 - December 1999
BenefitsCorp November 1997 - July 1998
Colorado Rockies Baseball Club June 1994 - June 1997
Skills
Strategic Leadership, 401k, Financial Planning, Customer Relations, Profit Sharing, Pensions, Defined Benefit, Plan Design, Retirement, Investments, ERISA, IRA's, Deferred Compensation, Employee Benefits, Retirement Planning, Mutual Funds, Strategic Planning, Investment Advisory, Series 63, FINRA Series 6, Retirement Plan..., Roth IRA, IRAs, 457 Plans, Fixed Annuities, Financial Services, Series 6, Asset Allocation, Defined Contribution, Qualified Retirement..., FINRA, Investment Strategies, 403 b, Series 7, Insurance, Strategic Financial..., CRM, Relationship Management, Asset Management, Business Planning, Series 65, Uniform Combined State..., Customer Service, Equities, Financial Advisory, ETFs, Life Insurance, Portfolio Management, Fixed Income, Alternative Investments
Education
International Foundation for Retirement Education (InFRE) 2013 — 2014
Certified Retirement Counselor (CRC), Retirement Counseling
College of Financial Planning 2011 — 2014
Masters in Financial Planning, Financial Planning
The American College
CASL, Chartered Advisor for Senior Living
The American College
ChFC, Chartered Financial Consultant
Liberty University 1990 — 1994
BS, Business Adminstration, Finance and Psychology
Nationwide Financial June 2013 - Present
Great-West Financial January 2012 - June 2013
Great-West Retirement Services March 2003 - January 2012
Great-West Retirement Services December 1999 - March 2003
BenefitCorp July 1998 - December 1999
BenefitsCorp November 1997 - July 1998
Colorado Rockies Baseball Club June 1994 - June 1997
Skills
Strategic Leadership, 401k, Financial Planning, Customer Relations, Profit Sharing, Pensions, Defined Benefit, Plan Design, Retirement, Investments, ERISA, IRA's, Deferred Compensation, Employee Benefits, Retirement Planning, Mutual Funds, Strategic Planning, Investment Advisory, Series 63, FINRA Series 6, Retirement Plan..., Roth IRA, IRAs, 457 Plans, Fixed Annuities, Financial Services, Series 6, Asset Allocation, Defined Contribution, Qualified Retirement..., FINRA, Investment Strategies, 403 b, Series 7, Insurance, Strategic Financial..., CRM, Relationship Management, Asset Management, Business Planning, Series 65, Uniform Combined State..., Customer Service, Equities, Financial Advisory, ETFs, Life Insurance, Portfolio Management, Fixed Income, Alternative Investments
Education
International Foundation for Retirement Education (InFRE) 2013 — 2014
Certified Retirement Counselor (CRC), Retirement Counseling
College of Financial Planning 2011 — 2014
Masters in Financial Planning, Financial Planning
The American College
CASL, Chartered Advisor for Senior Living
The American College
ChFC, Chartered Financial Consultant
Liberty University 1990 — 1994
BS, Business Adminstration, Finance and Psychology
Jeri Rowe's Great West Retirement Services Experience October 2012 - October 2013
Job Vice President, Wealth Management Account Administration Manager Sunflower Wealth Management
Industry Financial Services
Experience
Sunflower Wealth Management October 2013 - Present
Great-West Retirement Services October 2012 - October 2013
Commerce Bank & Trust Company October 2005 - August 2011
Skills
Banking, Portfolio Management, Wealth Management, Retirement Planning, Investments, Retirement, Financial Services, Finance
Education
Kansas State University
Master's degree, Business Administration
Sunflower Wealth Management October 2013 - Present
Great-West Retirement Services October 2012 - October 2013
Commerce Bank & Trust Company October 2005 - August 2011
Skills
Banking, Portfolio Management, Wealth Management, Retirement Planning, Investments, Retirement, Financial Services, Finance
Education
Kansas State University
Master's degree, Business Administration
Aaron Knode Aaron Knode's Great West Retirement Services Experience January 2000 - June 2011
Job Communications Consultant, TIAACREF Financial Services
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Charles Schwab July 2011 - May 2012
Great-West Retirement Services January 2000 - June 2011
Skills
Relationship Management, Marketing Strategy, 401k, Series 63, Business Relationship..., Financial Services, Mutual Funds, Retirement, Retirement Planning, Investments, Pensions, ERISA, Strategic Planning, Business Planning, Business Analysis, Series 24, Strategy, Integrated Marketing, Deferred Compensation, Management, Competitive Analysis, Leadership, Series 6
Education
Colorado State University 2010 — 2014
MBA, Masters Business Administration
Colorado State University 1996 — 1999
B.A., Business Marketing
TIAA-CREF May 2012 - Present
Charles Schwab July 2011 - May 2012
Great-West Retirement Services January 2000 - June 2011
Skills
Relationship Management, Marketing Strategy, 401k, Series 63, Business Relationship..., Financial Services, Mutual Funds, Retirement, Retirement Planning, Investments, Pensions, ERISA, Strategic Planning, Business Planning, Business Analysis, Series 24, Strategy, Integrated Marketing, Deferred Compensation, Management, Competitive Analysis, Leadership, Series 6
Education
Colorado State University 2010 — 2014
MBA, Masters Business Administration
Colorado State University 1996 — 1999
B.A., Business Marketing
Jackson Petefish's Great West Retirement Services Experience July 2009 - August 2010
Job Retirement Education Consultant at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial September 2014 - Present
J.P. Morgan October 2013 - September 2014
OneAmerica March 2011 - August 2012
John Hancock Life Insurance Company (U.S.A.) August 2010 - February 2011
Great-West Retirement Services July 2009 - August 2010
Curian Capital 2008 - 2009
American Funds 2004 - 2007
Skills
Series 6, Series 63, 401k, Mutual Funds, Series 7, Retirement, Defined Contribution, Qualified Retirement..., Retirement Planning, Defined Benefit, Asset Allocation, Pensions
Education
Indiana University-Purdue University at Indianapolis 1999 — 2002
Great-West Financial September 2014 - Present
J.P. Morgan October 2013 - September 2014
OneAmerica March 2011 - August 2012
John Hancock Life Insurance Company (U.S.A.) August 2010 - February 2011
Great-West Retirement Services July 2009 - August 2010
Curian Capital 2008 - 2009
American Funds 2004 - 2007
Skills
Series 6, Series 63, 401k, Mutual Funds, Series 7, Retirement, Defined Contribution, Qualified Retirement..., Retirement Planning, Defined Benefit, Asset Allocation, Pensions
Education
Indiana University-Purdue University at Indianapolis 1999 — 2002
Amy Ungles, CRPS, CMFC's Great West Retirement Services Experience September 2009 - April 2011
Job Internal Sales Consultant Emerging Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions February 2015 - Present
EMPOWER Retirement April 2011 - February 2015
Great-West Retirement Services September 2009 - April 2011
Smallwood Financial September 2005 - September 2009
Skills
Chartered Retirement..., Chartered Mutual Fund..., Retirement Plan..., 401k, Defined Benefit, Retirement, Defined Contribution, Series 6, Series 63, Mutual Funds, Financial Services, Relationship Management, 401k Rollovers, Life, Pensions, ERISA
Education
Iowa State University 1985 — 1988
BA, Jounalism
Transamerica Retirement Solutions February 2015 - Present
EMPOWER Retirement April 2011 - February 2015
Great-West Retirement Services September 2009 - April 2011
Smallwood Financial September 2005 - September 2009
Skills
Chartered Retirement..., Chartered Mutual Fund..., Retirement Plan..., 401k, Defined Benefit, Retirement, Defined Contribution, Series 6, Series 63, Mutual Funds, Financial Services, Relationship Management, 401k Rollovers, Life, Pensions, ERISA
Education
Iowa State University 1985 — 1988
BA, Jounalism
Scott Dykstra's Great West Retirement Services Experience April 2015 - July 2015
Job Software Engineer at Nordstrom Bank
Industry Computer Software
Experience
Nordstrom Bank July 2015 - Present
Great-West Retirement Services April 2015 - July 2015
DataNet, Inc September 2013 - March 2015
Peebles Prosthetics May 2008 - May 2013
Garden Center Dental Arts January 2007 - March 2008
Dykstra Dental November 2004 - January 2007
Universal Dental Art March 2005 - December 2006
Gnathodontics October 1996 - December 2004
Skills
Management, NetBeans, Java, Programming, Software Documentation, Databases, Networking, Training, Project Management, Unix, HTML, Access, SQL, System Administration, Microsoft SQL Server, Web Applications, JavaScript, Linux, Operating Systems, Computer Science, Microsoft Office
Education
Metropolitan State University of Denver 2010 — 2014
Bachelor of Computer Science, Computer Science and Mathematics
Colorado Technical University-Online 2008 — 2010
Associate of Science in Business Administration, Business Administration and Management, General
Nordstrom Bank July 2015 - Present
Great-West Retirement Services April 2015 - July 2015
DataNet, Inc September 2013 - March 2015
Peebles Prosthetics May 2008 - May 2013
Garden Center Dental Arts January 2007 - March 2008
Dykstra Dental November 2004 - January 2007
Universal Dental Art March 2005 - December 2006
Gnathodontics October 1996 - December 2004
Skills
Management, NetBeans, Java, Programming, Software Documentation, Databases, Networking, Training, Project Management, Unix, HTML, Access, SQL, System Administration, Microsoft SQL Server, Web Applications, JavaScript, Linux, Operating Systems, Computer Science, Microsoft Office
Education
Metropolitan State University of Denver 2010 — 2014
Bachelor of Computer Science, Computer Science and Mathematics
Colorado Technical University-Online 2008 — 2010
Associate of Science in Business Administration, Business Administration and Management, General
Elizabeth Paige, AIF® Elizabeth Paige, AIF®'s Great West Retirement Services Experience January 2007 - September 2013
Job Financial Consultant at Waterfront Financial Group
Industry Financial Services
Experience
Waterfront Financial Group January 2015 - Present
Business & Estate Advisers, Inc. September 2013 - June 2014
Great-West Retirement Services January 2007 - September 2013
Transamerica August 2002 - January 2007
Education
Concordia University-St. Paul
Bachelor's Degree
Waterfront Financial Group January 2015 - Present
Business & Estate Advisers, Inc. September 2013 - June 2014
Great-West Retirement Services January 2007 - September 2013
Transamerica August 2002 - January 2007
Education
Concordia University-St. Paul
Bachelor's Degree
Shannon Naujock, ERPA, QPA, QKA Shannon Naujock, ERPA, QPA, QKA's Great West Retirement Services Experience January 2005 - December 2006
Job Employee Benefits and Actuarial Analyst at Kohler Co.
Industry Human Resources
Experience
Kohler Co. June 2013 - Present
Regal-Beloit Corporation September 2011 - June 2013
Summit Benefit & Actuarial Services, Inc. December 2006 - September 2011
Great-West Retirement Services January 2005 - December 2006
Mercer May 2001 - 2005
Bryant University Writing Center 1997 - 2001
Skills
Defined Benefit, ERISA, Pensions, 401k, Pension Administration, Retirement, Benefits Administration, Retirement Plan..., Actuarial Consulting, Qualified Retirement..., Mergers, Non-Qualified Deferred..., Deferred Compensation, Employee Benefits, Mergers & Acquisitions, Defined Contribution, Succession Planning, Compensation, Human Resources, Actuarial Science, Asset Allocation, Profit Sharing, Retirement Planning, Executive Pay, Pension Funds, Wealth Management
Education
Bryant University 1997 — 2001
B.S. Business Administration, Applied Actuarial Mathematics, Biotechnology
Kohler Co. June 2013 - Present
Regal-Beloit Corporation September 2011 - June 2013
Summit Benefit & Actuarial Services, Inc. December 2006 - September 2011
Great-West Retirement Services January 2005 - December 2006
Mercer May 2001 - 2005
Bryant University Writing Center 1997 - 2001
Skills
Defined Benefit, ERISA, Pensions, 401k, Pension Administration, Retirement, Benefits Administration, Retirement Plan..., Actuarial Consulting, Qualified Retirement..., Mergers, Non-Qualified Deferred..., Deferred Compensation, Employee Benefits, Mergers & Acquisitions, Defined Contribution, Succession Planning, Compensation, Human Resources, Actuarial Science, Asset Allocation, Profit Sharing, Retirement Planning, Executive Pay, Pension Funds, Wealth Management
Education
Bryant University 1997 — 2001
B.S. Business Administration, Applied Actuarial Mathematics, Biotechnology
Thomas Cross Thomas Cross's Great West Retirement Services Experience March 2009 - August 2013
Job Director of Business Development and Marketing at Align Financial Services Group
Industry Financial Services
Experience
Align Financial Services Group November 2013 - Present
Great-West Retirement Services March 2009 - August 2013
Lincoln Financial Group August 2006 - November 2008
Ascensus January 2004 - August 2006
Merrill Lynch January 1999 - July 2004
Skills
401k, Retirement Planning, Retirement, Series 7
Education
Kutztown University of Pennsylvania 1989 — 1994
Marketing
Northeast High School 1985 — 1989
Align Financial Services Group November 2013 - Present
Great-West Retirement Services March 2009 - August 2013
Lincoln Financial Group August 2006 - November 2008
Ascensus January 2004 - August 2006
Merrill Lynch January 1999 - July 2004
Skills
401k, Retirement Planning, Retirement, Series 7
Education
Kutztown University of Pennsylvania 1989 — 1994
Marketing
Northeast High School 1985 — 1989
Joshua Ignatz's Great West Retirement Services Experience July 2007 - April 2012
Job Financial Services Professional
Industry Financial Services
Experience
Great-West Retirement Services July 2007 - April 2012
Great-West Retirement Services March 2005 - July 2007
Great-West Retirement Services March 2004 - March 2005
Credit Union of Colorado April 2001 - October 2003
Skills
Customer Service, Research, Employee Benefits
Education
Metropolitan State College of Denver 1998 — 2000
Great-West Retirement Services July 2007 - April 2012
Great-West Retirement Services March 2005 - July 2007
Great-West Retirement Services March 2004 - March 2005
Credit Union of Colorado April 2001 - October 2003
Skills
Customer Service, Research, Employee Benefits
Education
Metropolitan State College of Denver 1998 — 2000
Bryan Edmundson Bryan Edmundson's Great West Retirement Services Experience September 2009 - June 2011
Job Head of Sales, Retirement Education Solutions unit at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement November 2014 - Present
Great-West Financial July 2011 - Present
Great-West Retirement Services September 2009 - June 2011
Great-West Retirement Services August 2006 - September 2009
Great-West Retirement Services 2000 - 2006
Skills
Program Management, Management Consulting, Strategic Planning, Change Management, Mergers, Sales Management, Product Management, Operations Management, Financial Services, CRM, Product Development, Management, Business Development, PMO, Investments, Finance, Leadership, Process Improvement, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 2010 — 2012
M.S.
University of Colorado at Denver 2006 — 2008
MBA
University of Colorado 1995 — 1999
B.S.
EMPOWER Retirement November 2014 - Present
Great-West Financial July 2011 - Present
Great-West Retirement Services September 2009 - June 2011
Great-West Retirement Services August 2006 - September 2009
Great-West Retirement Services 2000 - 2006
Skills
Program Management, Management Consulting, Strategic Planning, Change Management, Mergers, Sales Management, Product Management, Operations Management, Financial Services, CRM, Product Development, Management, Business Development, PMO, Investments, Finance, Leadership, Process Improvement, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 2010 — 2012
M.S.
University of Colorado at Denver 2006 — 2008
MBA
University of Colorado 1995 — 1999
B.S.
Matt Spicer, AIF®, PPC™'s Great West Retirement Services Experience 2007 - 2010
Job Regional Vice President at Ascensus
Industry Financial Services
Experience
Ascensus January 2014 - Present
LPL Financial March 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) March 2011 - March 2012
Great-West Retirement Services 2007 - 2010
Skills
Series 63, Mutual Funds, 401k, Retirement Plan..., Retirement, Investment Advisory, Retirement Planning, Series 6, Asset Allocation, Defined Benefit, ERISA, Defined Contribution, Qualified Retirement..., Profit Sharing
Education
North Central College 2003 — 2007
B.A., Management, Spanish Minor
Ascensus January 2014 - Present
LPL Financial March 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) March 2011 - March 2012
Great-West Retirement Services 2007 - 2010
Skills
Series 63, Mutual Funds, 401k, Retirement Plan..., Retirement, Investment Advisory, Retirement Planning, Series 6, Asset Allocation, Defined Benefit, ERISA, Defined Contribution, Qualified Retirement..., Profit Sharing
Education
North Central College 2003 — 2007
B.A., Management, Spanish Minor
Chris Hofstetter Chris Hofstetter's Great West Retirement Services Experience February 2008 - Present
Job 401(k) Account Manager at GreatWest Retirement Services
Industry Financial Services
Experience
Great-West Retirement Services February 2008 - Present
Franklin Templeton Investments October 1999 - February 2008
CompUSA November 1997 - February 2000
Education
California State University-Sacramento 1997 — 1999
BA, Psychology
San Francisco State University 1996 — 1997
American River College 1994 — 1996
AA
Great-West Retirement Services February 2008 - Present
Franklin Templeton Investments October 1999 - February 2008
CompUSA November 1997 - February 2000
Education
California State University-Sacramento 1997 — 1999
BA, Psychology
San Francisco State University 1996 — 1997
American River College 1994 — 1996
AA
Julie Domma Russell's Great West Retirement Services Experience June 2008 - September 2011
Job Account Executive Franklin | Data Empowered Direct Mail
Industry Printing
Experience
Franklin - Data Empowered Direct Mail April 2013 - Present
ING Financial Partners September 2011 - April 2013
Great West Retirement Services June 2008 - September 2011
Louisiana School for the Deaf 2008 - 2009
Louisiana State University April 2007 - June 2008
LWCC 2005 - 2007
East Baton Rouge Parish Training and Development January 2000 - May 2005
Skills
Direct Marketing, Strategic Planning, Microsoft Office, Direct Mail, Offset Printing, Variable Data Printing, Training, Marketing, Project Management, Team Building, Public Speaking, Marketing Communications, Marketing Strategy, Account Management, Public Relations, Sales, Email Marketing, Social Media
Education
Louisiana State University 1989 — 1997
Bachelor of Science (BS), Workforce Development and Training
Franklin - Data Empowered Direct Mail April 2013 - Present
ING Financial Partners September 2011 - April 2013
Great West Retirement Services June 2008 - September 2011
Louisiana School for the Deaf 2008 - 2009
Louisiana State University April 2007 - June 2008
LWCC 2005 - 2007
East Baton Rouge Parish Training and Development January 2000 - May 2005
Skills
Direct Marketing, Strategic Planning, Microsoft Office, Direct Mail, Offset Printing, Variable Data Printing, Training, Marketing, Project Management, Team Building, Public Speaking, Marketing Communications, Marketing Strategy, Account Management, Public Relations, Sales, Email Marketing, Social Media
Education
Louisiana State University 1989 — 1997
Bachelor of Science (BS), Workforce Development and Training
Stephen Ehn Stephen Ehn's Great West Retirement Services Experience March 2012 - November 2012
Job Sr. Associate Conversions Plan Coordinator at ePlan Services, Inc. a Paychex Company
Industry Financial Services
Experience
ePlan Services, Inc. March 2013 - Present
Great-West Retirement Services March 2012 - November 2012
TIAA-CREF March 2011 - June 2011
METROPOLITAN LIFE CORPORATION February 2010 - August 2010
GREAT-WEST HEALTHCARE, now part of CIGNA October 2005 - November 2008
GREAT-WEST Fascorp October 2004 - October 2005
Prime Performance October 2003 - October 2004
Commercial Federal Bank January 2001 - January 2003
Commerce Bank June 1998 - January 2001
Collingwood Grain January 1998 - June 1998
Skills
Customer Service, Customer Satisfaction, Insurance, Account Management, Banking, Implementation Analyst, Management, Microsoft Office, Mentoring, Training, Business-minded, Customer Intelligence, Business Analysis, Business Information, Business Perspective, Procedure Creation, Procedural Documentation, Oracle, MySQL, Microsoft SQL Server, Benefits Administration, Benefits Management, Operations Coordination, Operations Management, Business Meetings, Managing Meetings, Regulatory Audits, Security Audits, Financial Audits, Financial Services, Life Insurance, Project Management, Sales, Marketing, Process Improvement, Vendor Management, Employee Benefits, Leadership, CRM
Education
Colorado State University 1994 — 1998
Bachelor of Science, AG Business
The University of Kansas 1991 — 1992
Business, Business
Phillips Exeter Academy 1990 — 1991
High School, General
ePlan Services, Inc. March 2013 - Present
Great-West Retirement Services March 2012 - November 2012
TIAA-CREF March 2011 - June 2011
METROPOLITAN LIFE CORPORATION February 2010 - August 2010
GREAT-WEST HEALTHCARE, now part of CIGNA October 2005 - November 2008
GREAT-WEST Fascorp October 2004 - October 2005
Prime Performance October 2003 - October 2004
Commercial Federal Bank January 2001 - January 2003
Commerce Bank June 1998 - January 2001
Collingwood Grain January 1998 - June 1998
Skills
Customer Service, Customer Satisfaction, Insurance, Account Management, Banking, Implementation Analyst, Management, Microsoft Office, Mentoring, Training, Business-minded, Customer Intelligence, Business Analysis, Business Information, Business Perspective, Procedure Creation, Procedural Documentation, Oracle, MySQL, Microsoft SQL Server, Benefits Administration, Benefits Management, Operations Coordination, Operations Management, Business Meetings, Managing Meetings, Regulatory Audits, Security Audits, Financial Audits, Financial Services, Life Insurance, Project Management, Sales, Marketing, Process Improvement, Vendor Management, Employee Benefits, Leadership, CRM
Education
Colorado State University 1994 — 1998
Bachelor of Science, AG Business
The University of Kansas 1991 — 1992
Business, Business
Phillips Exeter Academy 1990 — 1991
High School, General
Sandie Lubotsky's Great West Retirement Services Experience December 2010 - Present
Job Project Manager
Industry Financial Services
Experience
Great-West Retirement Services December 2010 - Present
Curian Capital 2008 - 2008
Old Mutual 2006 - 2008
ING Multi Financial 2004 - 2006
Invesco Ltd. 1998 - 2003
Skills
Marketing, Strategic Communications, Marketing Communications, SharePoint, Budgets
Education
Colorado State University
MS, Technical Communication
University of Colorado Denver
BA, English
Great-West Retirement Services December 2010 - Present
Curian Capital 2008 - 2008
Old Mutual 2006 - 2008
ING Multi Financial 2004 - 2006
Invesco Ltd. 1998 - 2003
Skills
Marketing, Strategic Communications, Marketing Communications, SharePoint, Budgets
Education
Colorado State University
MS, Technical Communication
University of Colorado Denver
BA, English
Lara (Anderson) Luchetti Lara (Anderson) Luchetti's Great West Retirement Services Experience December 2006 - August 2008
Job Assistant Director, Sales Execution at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial August 2015 - Present
USI Consulting Group October 2011 - August 2015
MassMutual Financial Group April 2010 - October 2011
Morgan Stanley Smith Barney August 2008 - July 2009
Great-West Retirement Services December 2006 - August 2008
New York Life Investment Management September 2005 - December 2006
New York Life Investment Management June 2004 - September 2005
Groove Networks 2000 - 2002
Skills
Investments, Retirement, Investment Advisory, 401k, Mutual Funds, Retirement Planning, Securities, Series 6, Financial Advisory, Series 63, Series 7, Relationship Management, Series 65, Project Management
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
M.B.A.
Oberlin College 2000 — 2004
B.A.
Prudential Financial August 2015 - Present
USI Consulting Group October 2011 - August 2015
MassMutual Financial Group April 2010 - October 2011
Morgan Stanley Smith Barney August 2008 - July 2009
Great-West Retirement Services December 2006 - August 2008
New York Life Investment Management September 2005 - December 2006
New York Life Investment Management June 2004 - September 2005
Groove Networks 2000 - 2002
Skills
Investments, Retirement, Investment Advisory, 401k, Mutual Funds, Retirement Planning, Securities, Series 6, Financial Advisory, Series 63, Series 7, Relationship Management, Series 65, Project Management
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
M.B.A.
Oberlin College 2000 — 2004
B.A.
Grant Swanborg Grant Swanborg's Great West Retirement Services Experience September 2006 - August 2014
Job Senior Account Manager with EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement August 2014 - Present
Great-West Retirement Services September 2006 - August 2014
Great-West Retirement Services September 2001 - September 2006
MetLife September 1998 - September 2001
MetLife July 1997 - September 1998
MetLife October 1993 - July 1997
MetLife June 1991 - October 1993
Skills
Series 6, Defined Contribution, Life Insurance, IRAs, Series 7, Insurance, Investment Strategies, ERISA, 401k, Mutual Funds, Investment Advisory, Series 63, Uniform Combined State..., Banking, Retirement, Fixed Annuities, Alternative Investments, Pensions, Roth IRA, Relationship Management, Financial Services, Financial Advisory, Equities, Asset Management, Business Relationship..., Retirement Plan..., Series 24, Retirement Planning, Asset Allocation, Long-term Care, Health Insurance, Employee Benefits, Wealth Management, Strategic Financial..., Securities, Defined Benefit, Mortgage Lending, FINRA, Portfolio Management, Disability Insurance, Investments
Education
Metropolitan State College of Denver 1988 — 1989
EMPOWER Retirement August 2014 - Present
Great-West Retirement Services September 2006 - August 2014
Great-West Retirement Services September 2001 - September 2006
MetLife September 1998 - September 2001
MetLife July 1997 - September 1998
MetLife October 1993 - July 1997
MetLife June 1991 - October 1993
Skills
Series 6, Defined Contribution, Life Insurance, IRAs, Series 7, Insurance, Investment Strategies, ERISA, 401k, Mutual Funds, Investment Advisory, Series 63, Uniform Combined State..., Banking, Retirement, Fixed Annuities, Alternative Investments, Pensions, Roth IRA, Relationship Management, Financial Services, Financial Advisory, Equities, Asset Management, Business Relationship..., Retirement Plan..., Series 24, Retirement Planning, Asset Allocation, Long-term Care, Health Insurance, Employee Benefits, Wealth Management, Strategic Financial..., Securities, Defined Benefit, Mortgage Lending, FINRA, Portfolio Management, Disability Insurance, Investments
Education
Metropolitan State College of Denver 1988 — 1989
John Nielsen, MBA's Great West Retirement Services Experience January 2007 - November 2012
Job Director, Product Management at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial November 2012 - Present
Great-West Retirement Services January 2007 - November 2012
Great-West Retirement Services July 2006 - December 2007
Great-West Retirement Services January 2000 - July 2006
Aegis Staffing Services, Inc January 1998 - January 1999
U.S. Air Force January 1994 - January 1998
Continental Singers 1990 - 1992
Skills
Business Strategy, Mergers, Business Planning, Budgeting, Financial Services, Budget, Project Planning, 401k, Retirement, Risk Management, Management, CRM, Vendor Management, Project Management, Product Development, Strategic Financial..., Budgets, Insurance, Enterprise Software, Investments, Operations Management, Strategy, Employee Training, Series 6, Forecasting, Mergers & Acquisitions, Recruiting, Program Management, Product Management, Series 63, Series 7, New Business Development, Leadership, Asset Management, Portfolio Management, Integration, Mutual Funds, Training, Analysis, Pensions, Retirement Planning, Relationship Management, Asset Allocation, Employee Benefits, Fixed Annuities, Securities, Investment Strategies
Education
Regis University, School for Professional Studies 2002 — 2004
M.B.A
Regis University 2001 — 2004
MBA
Mount Olive College 1995 — 1998
B.S
Mount Olive College 1995 — 1998
B.S
University of Mount Olive 1995 — 1998
Bachelor of Science
Soroco High School
Soroco High School
Great-West Financial November 2012 - Present
Great-West Retirement Services January 2007 - November 2012
Great-West Retirement Services July 2006 - December 2007
Great-West Retirement Services January 2000 - July 2006
Aegis Staffing Services, Inc January 1998 - January 1999
U.S. Air Force January 1994 - January 1998
Continental Singers 1990 - 1992
Skills
Business Strategy, Mergers, Business Planning, Budgeting, Financial Services, Budget, Project Planning, 401k, Retirement, Risk Management, Management, CRM, Vendor Management, Project Management, Product Development, Strategic Financial..., Budgets, Insurance, Enterprise Software, Investments, Operations Management, Strategy, Employee Training, Series 6, Forecasting, Mergers & Acquisitions, Recruiting, Program Management, Product Management, Series 63, Series 7, New Business Development, Leadership, Asset Management, Portfolio Management, Integration, Mutual Funds, Training, Analysis, Pensions, Retirement Planning, Relationship Management, Asset Allocation, Employee Benefits, Fixed Annuities, Securities, Investment Strategies
Education
Regis University, School for Professional Studies 2002 — 2004
M.B.A
Regis University 2001 — 2004
MBA
Mount Olive College 1995 — 1998
B.S
Mount Olive College 1995 — 1998
B.S
University of Mount Olive 1995 — 1998
Bachelor of Science
Soroco High School
Soroco High School
Rachel Berube Rachel Berube's Great West Retirement Services Experience January 2009 - June 2009
Job Sales Associate at EMC
Industry Marketing and Advertising
Experience
EMC January 2011 - June 2011
Food Should Taste Good January 2010 - June 2010
Great-West Retirement Services January 2009 - June 2009
Education
Northeastern University 2007 — 2012
Bachelor of Science, Marketing, Art & Design
EMC January 2011 - June 2011
Food Should Taste Good January 2010 - June 2010
Great-West Retirement Services January 2009 - June 2009
Education
Northeastern University 2007 — 2012
Bachelor of Science, Marketing, Art & Design
Libby Rawes Libby Rawes's Great West Retirement Services Experience May 2006 - February 2008
Job Brand Strategy at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF July 2011 - Present
TIAA-CREF 2013 - 2014
TIAA-CREF 2013 - 2014
Vectra Bank Colorado February 2008 - May 2011
Great-West Retirement Services May 2006 - February 2008
Great-West Life and Annuity Insurance Company May 2004 - May 2006
Great-West Life and Annuity Insurance Company March 2003 - April 2005
Grand Vin Ltd August 2003 - March 2004
Skills
Integrated Marketing, Advertising, Copywriting, Marketing, Online Advertising, Strategy, Media Relations, SEO, Social Networking, Creative Direction, Marketing Communications, Press Releases, B2B, Management
Education
Fort Lewis College 1997 — 2002
Bachelor of Arts
TIAA-CREF July 2011 - Present
TIAA-CREF 2013 - 2014
TIAA-CREF 2013 - 2014
Vectra Bank Colorado February 2008 - May 2011
Great-West Retirement Services May 2006 - February 2008
Great-West Life and Annuity Insurance Company May 2004 - May 2006
Great-West Life and Annuity Insurance Company March 2003 - April 2005
Grand Vin Ltd August 2003 - March 2004
Skills
Integrated Marketing, Advertising, Copywriting, Marketing, Online Advertising, Strategy, Media Relations, SEO, Social Networking, Creative Direction, Marketing Communications, Press Releases, B2B, Management
Education
Fort Lewis College 1997 — 2002
Bachelor of Arts
Michael Kastner's Great West Retirement Services Experience September 2011 - September 2013
Job Alternative Investment Specialist at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services September 2013 - Present
Great-West Retirement Services September 2011 - September 2013
Guaranty Bank FSB April 2008 - September 2011
Brookfield Indoor Soccer Complex October 2001 - March 2008
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Financial Reporting, Outlook, Accounting, Microsoft Office, Analysis, Access, Customer Relations, Investments, Retirement Planning, Risk Management, Sales, Retirement, Financial Analysis, Leadership
Education
Concordia University-Wisconsin 2015 — 2018
Master of Business Administration (MBA)
Marquette University 2006 — 2011
BS in Business Administration, Finance & Marketing
UMB Fund Services September 2013 - Present
Great-West Retirement Services September 2011 - September 2013
Guaranty Bank FSB April 2008 - September 2011
Brookfield Indoor Soccer Complex October 2001 - March 2008
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Financial Reporting, Outlook, Accounting, Microsoft Office, Analysis, Access, Customer Relations, Investments, Retirement Planning, Risk Management, Sales, Retirement, Financial Analysis, Leadership
Education
Concordia University-Wisconsin 2015 — 2018
Master of Business Administration (MBA)
Marquette University 2006 — 2011
BS in Business Administration, Finance & Marketing
Joan Owens, PMP Joan Owens, PMP's Great West Retirement Services Experience January 2008 - September 2008
Job Product Manager at Harland Financial Solutions
Industry Internet
Experience
D+H March 2011 - Present
Arrow Electronics 2009 - March 2011
Great-West Retirement Services January 2008 - September 2008
Fiserv Investment Support Services January 2003 - December 2006
Lincoln Trust Company January 1999 - December 2002
Trust Company of America April 1996 - December 1998
Resources Trust Company 1985 - 1996
Education
Regis University 2004 — 2009
Business Administration
Certified Product Manager and Product Marketing Manager
Association of International Product Marketing and Management
FINRA Series 6 License
D+H March 2011 - Present
Arrow Electronics 2009 - March 2011
Great-West Retirement Services January 2008 - September 2008
Fiserv Investment Support Services January 2003 - December 2006
Lincoln Trust Company January 1999 - December 2002
Trust Company of America April 1996 - December 1998
Resources Trust Company 1985 - 1996
Education
Regis University 2004 — 2009
Business Administration
Certified Product Manager and Product Marketing Manager
Association of International Product Marketing and Management
FINRA Series 6 License
Terri Parsons Terri Parsons's Great West Retirement Services Experience October 1979 - February 2013
Job Office Manager at Dehumidifier Corporation of America, Inc.
Industry Machinery
Experience
Dehumidifier Corporation of America, Inc. March 2013 - Present
Kohl's Department Stores June 2000 - Present
Great-West Retirement Services October 1979 - February 2013
Skills
Office Management, Construction, Administrative..., Travel Arrangements, Executive Support, Office Administration, Calendaring, Expense Reports, Spreadsheets, Invoicing, Confidentiality, HVAC, Executive..., Diary Management, Calendars, Accounts Payable, Office Equipment, Accounts Receivable, Data Entry, Product Development
Education
Mount Mary University 1980 — 1984
Bachelor of Arts (B.A.), French, Fashion Merchandising and General Business
Dehumidifier Corporation of America, Inc. March 2013 - Present
Kohl's Department Stores June 2000 - Present
Great-West Retirement Services October 1979 - February 2013
Skills
Office Management, Construction, Administrative..., Travel Arrangements, Executive Support, Office Administration, Calendaring, Expense Reports, Spreadsheets, Invoicing, Confidentiality, HVAC, Executive..., Diary Management, Calendars, Accounts Payable, Office Equipment, Accounts Receivable, Data Entry, Product Development
Education
Mount Mary University 1980 — 1984
Bachelor of Arts (B.A.), French, Fashion Merchandising and General Business
Kate Aragon Kate Aragon's Great West Retirement Services Experience 2007 - 2010
Job Relationship Manager at The Standard
Industry Financial Services
Experience
The Standard June 2012 - Present
Lincoln Trust Company 2010 - June 2012
Great-West Retirement Services 2007 - 2010
Education
Regis University
Business Administration
The Standard June 2012 - Present
Lincoln Trust Company 2010 - June 2012
Great-West Retirement Services 2007 - 2010
Education
Regis University
Business Administration
Brion Beetz Brion Beetz's Great West Retirement Services Experience 1990 - January 2012
Job Client Relationship Director at Empower Retirement
Industry Financial Services
Experience
Great-West Financial August 1990 - Present
Client Relationship Director at Empower Retirement August 1990 - Present
Great-West Retirement Services 1990 - January 2012
The Holden Group 1980 - 1990
Oakland Unifed School District 1975 - 1980
Skills
Series 63, 401k, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Retirement Plan..., Series 7, Investments, ERISA, Pensions, Investment Advisory, Financial Services, Roth IRA, Insurance, Employee Benefits, Strategic Financial..., IRAs, FINRA, Asset Allocation, Defined Benefit, Series 24, Wealth Management, Investment Strategies, Long-term Care, Securities, Financial Advisory, Relationship Management, Asset Management, Defined Contribution, CRM, Portfolio Management, Series 6, Life Insurance, Series 65, Profit Sharing, 401k Rollovers, Disability Insurance, Uniform Combined State..., ETFs, Commingled Trusts, Series 26, Variable Annuities, Benefits Administration, Life & Health Insurance..., Alternative Investments, Financial Planners, Long Term Care Insurance, Wealth Accumulation, Mergers & Acquisitions
Education
Cal State Hayward 1971 — 1975
Bachelor of Science, Kinesology
Contra Costa College 1969 — 1971
Associate of Science (A.S.), General Studies
Great-West Financial August 1990 - Present
Client Relationship Director at Empower Retirement August 1990 - Present
Great-West Retirement Services 1990 - January 2012
The Holden Group 1980 - 1990
Oakland Unifed School District 1975 - 1980
Skills
Series 63, 401k, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Retirement Plan..., Series 7, Investments, ERISA, Pensions, Investment Advisory, Financial Services, Roth IRA, Insurance, Employee Benefits, Strategic Financial..., IRAs, FINRA, Asset Allocation, Defined Benefit, Series 24, Wealth Management, Investment Strategies, Long-term Care, Securities, Financial Advisory, Relationship Management, Asset Management, Defined Contribution, CRM, Portfolio Management, Series 6, Life Insurance, Series 65, Profit Sharing, 401k Rollovers, Disability Insurance, Uniform Combined State..., ETFs, Commingled Trusts, Series 26, Variable Annuities, Benefits Administration, Life & Health Insurance..., Alternative Investments, Financial Planners, Long Term Care Insurance, Wealth Accumulation, Mergers & Acquisitions
Education
Cal State Hayward 1971 — 1975
Bachelor of Science, Kinesology
Contra Costa College 1969 — 1971
Associate of Science (A.S.), General Studies
Phil Earley's Great West Retirement Services Experience August 2004 - June 2011
Job Senior UI Engineer at Cloud Elements
Industry Information Technology and Services
Experience
Cloud Elements February 2014 - Present
IQNavigator March 2012 - January 2014
Great-West Life and Annuity Insurance Company May 2011 - March 2012
Great-West Retirement Services August 2004 - June 2011
2PlayCorp January 2002 - February 2004
Skills
jquery, ux/ui, web design, Graphic Design, User Interface Design, User Experience, Photoshop, Illustrator, Icon Design, Iconography, Motion Design, Video Design, HTML, html 5, CSS, JavaScript, AJAX, Illustration, Mootools, Prototype, YUI, JSON, HTML5, Dojo, jQuery, HTML 5, REST, Mobile Devices, Mobile Design, Mobile Web Design, iOS development, Flash, Adobe Creative Suite, User Experience Design, User Interface, Web Design
Education
Arapahoe Community College 2000 — 2002
Regis Jesuit High School
Cloud Elements February 2014 - Present
IQNavigator March 2012 - January 2014
Great-West Life and Annuity Insurance Company May 2011 - March 2012
Great-West Retirement Services August 2004 - June 2011
2PlayCorp January 2002 - February 2004
Skills
jquery, ux/ui, web design, Graphic Design, User Interface Design, User Experience, Photoshop, Illustrator, Icon Design, Iconography, Motion Design, Video Design, HTML, html 5, CSS, JavaScript, AJAX, Illustration, Mootools, Prototype, YUI, JSON, HTML5, Dojo, jQuery, HTML 5, REST, Mobile Devices, Mobile Design, Mobile Web Design, iOS development, Flash, Adobe Creative Suite, User Experience Design, User Interface, Web Design
Education
Arapahoe Community College 2000 — 2002
Regis Jesuit High School
Adam Miloro, CFP®, AIF® Adam Miloro, CFP®, AIF®'s Great West Retirement Services Experience October 2006 - October 2007
Job Vice President, Retirement Services at Longfellow Advisors
Industry Financial Services
Experience
Longfellow Advisors October 2007 - Present
Great-West Retirement Services October 2006 - October 2007
MetLife Retirement Services October 2004 - October 2006
New England Financial January 2000 - October 2004
Skills
Retirement, Series 6, Retirement Planning, Employee Benefits, Health Insurance, Securities, Business Planning, 401k, Medicare, Defined Contribution, Long-term Care, FINRA, Financial Advisory, Brokers, Defined Benefit, Mutual Funds, Pensions, Series 7, Benefits Administration, Series 63, Term Life Insurance, PPO, Investment Management, Life Insurance, Executive Pay, Health Savings Accounts, Fixed Annuities, ERISA, Underwriting, Financial Services, Disability Insurance, Insurance, Asset Allocation, COBRA, Investments, Employee Wellness, Relationship Management, Long Term Care Insurance, Series 24, Strategic Financial..., Workers Compensation, Investment Advisory, Retirement Plan..., Deferred Compensation, HRIS, Finance, Alternative Investments, Health Care Reform, Qualified Retirement...
Education
Boston University - School of Management 2008 — 2010
Completed Certification, Financial Planning. CFP®
University of Massachusetts at Lowell 1993 — 1996
Bachelor Of Science
Longfellow Advisors October 2007 - Present
Great-West Retirement Services October 2006 - October 2007
MetLife Retirement Services October 2004 - October 2006
New England Financial January 2000 - October 2004
Skills
Retirement, Series 6, Retirement Planning, Employee Benefits, Health Insurance, Securities, Business Planning, 401k, Medicare, Defined Contribution, Long-term Care, FINRA, Financial Advisory, Brokers, Defined Benefit, Mutual Funds, Pensions, Series 7, Benefits Administration, Series 63, Term Life Insurance, PPO, Investment Management, Life Insurance, Executive Pay, Health Savings Accounts, Fixed Annuities, ERISA, Underwriting, Financial Services, Disability Insurance, Insurance, Asset Allocation, COBRA, Investments, Employee Wellness, Relationship Management, Long Term Care Insurance, Series 24, Strategic Financial..., Workers Compensation, Investment Advisory, Retirement Plan..., Deferred Compensation, HRIS, Finance, Alternative Investments, Health Care Reform, Qualified Retirement...
Education
Boston University - School of Management 2008 — 2010
Completed Certification, Financial Planning. CFP®
University of Massachusetts at Lowell 1993 — 1996
Bachelor Of Science
Nicole Nalepa's Great West Retirement Services Experience October 2006 - November 2009
Job Vice President, Trust & Investment Management at Horizon Bank
Industry Financial Services
Experience
Great-West Retirement Services October 2006 - November 2009
MetLife June 2005 - October 2006
Centier Bank November 2002 - December 2004
Arthur Andersen June 2000 - May 2002
Skills
Investments, Investment Management, CRM, Mutual Funds, Retirement Planning, Retirement, Customer Service, Wealth Management, Financial Analysis, Employee Benefits, Strategic Financial..., Insurance, Sales, Finance, Leadership, Securities, Banking, Loans
Education
Purdue University 1996 — 2000
BS, Financial Planning - Consumer Affairs
Purdue University 1996 — 2000
B.S. Financial Counciling and Planning, Financial Counseling & Planning & Consumer Affairs
Great-West Retirement Services October 2006 - November 2009
MetLife June 2005 - October 2006
Centier Bank November 2002 - December 2004
Arthur Andersen June 2000 - May 2002
Skills
Investments, Investment Management, CRM, Mutual Funds, Retirement Planning, Retirement, Customer Service, Wealth Management, Financial Analysis, Employee Benefits, Strategic Financial..., Insurance, Sales, Finance, Leadership, Securities, Banking, Loans
Education
Purdue University 1996 — 2000
BS, Financial Planning - Consumer Affairs
Purdue University 1996 — 2000
B.S. Financial Counciling and Planning, Financial Counseling & Planning & Consumer Affairs
Ken Strecker Ken Strecker's Great West Retirement Services Experience 1997 - 2004
Job Renewable Energy Division Solar Sales at VP Supply Corp
Industry Renewables & Environment
Experience
VP Supply Corp April 2014 - Present
Centrosolar America, Inc. March 2013 - April 2014
Solar Solutions & Distribution, LLC November 2010 - March 2013
Qwest Communications July 2009 - November 2010
Jackson National Life November 2008 - July 2009
Jackson National Life June 2007 - November 2008
Jackson National Life November 2005 - June 2007
Fiserv ISS 2004 - 2005
Great-West Retirement Services 1997 - 2004
OppenheimerFunds 1996 - 1997
Skills
FINRA Series 6, Customer Relations, New Business Development, Sales Management, Consultative Selling, Customer Service, Selling, Series 6, Photovoltaics, Sales, Sales Operations, Cross-functional Team..., Strategic Partnerships, Leadership, Management, CRM, Team Building, Program Management, Negotiation, Project Management, Solar Energy, Strategic Planning, Training, Start-ups, Project Planning, Business Development, Coaching, Strategy, Account Management, Salesforce.com, Pricing, Contract Negotiation, Direct Sales, Marketing Strategy, Sales Process, Business Planning, Product Marketing, Manufacturing, Cold Calling, Product Development, Lead Generation, B2B, Direct Marketing, Competitive Analysis, Sales Presentations, Solution Selling, Customer Retention, Business Strategy, Product Management, Operations Management
Education
Northern Arizona University 1990 — 1994
Bachelors, Criminal Justice
Arvada Sr. High 1988 — 1990
General, General Studies
VP Supply Corp April 2014 - Present
Centrosolar America, Inc. March 2013 - April 2014
Solar Solutions & Distribution, LLC November 2010 - March 2013
Qwest Communications July 2009 - November 2010
Jackson National Life November 2008 - July 2009
Jackson National Life June 2007 - November 2008
Jackson National Life November 2005 - June 2007
Fiserv ISS 2004 - 2005
Great-West Retirement Services 1997 - 2004
OppenheimerFunds 1996 - 1997
Skills
FINRA Series 6, Customer Relations, New Business Development, Sales Management, Consultative Selling, Customer Service, Selling, Series 6, Photovoltaics, Sales, Sales Operations, Cross-functional Team..., Strategic Partnerships, Leadership, Management, CRM, Team Building, Program Management, Negotiation, Project Management, Solar Energy, Strategic Planning, Training, Start-ups, Project Planning, Business Development, Coaching, Strategy, Account Management, Salesforce.com, Pricing, Contract Negotiation, Direct Sales, Marketing Strategy, Sales Process, Business Planning, Product Marketing, Manufacturing, Cold Calling, Product Development, Lead Generation, B2B, Direct Marketing, Competitive Analysis, Sales Presentations, Solution Selling, Customer Retention, Business Strategy, Product Management, Operations Management
Education
Northern Arizona University 1990 — 1994
Bachelors, Criminal Justice
Arvada Sr. High 1988 — 1990
General, General Studies
Joseph Vergnetti Joseph Vergnetti's Great West Retirement Services Experience July 2010 - August 2012
Job Data Lead II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Envestnet, Inc August 2012 - August 2013
Great-West Retirement Services July 2010 - August 2012
RAV-TEC Consulting, Inc. April 2007 - December 2008
Vanguard April 2006 - April 2007
Janney Montgomery Scott June 2005 - April 2006
Delaware Investments, a member of the Macquarie Group June 2002 - June 2005
Prudential Financial September 1997 - June 2002
Skills
Retirement Planning, Risk Management, Business Process..., Series 63, Accounting, Retirement, Business Analysis, Portfolio Management, Visio, Series 7, Mutual Funds, 401k, Vendor Management, Training, Process Improvement, Analysis, Access, Relationship Management, SDLC, CRM, Pensions, Testing, Securities, Financial Services
Education
Penn State University 1992 — 1995
Business Management
TIAA-CREF May 2014 - Present
Envestnet, Inc August 2012 - August 2013
Great-West Retirement Services July 2010 - August 2012
RAV-TEC Consulting, Inc. April 2007 - December 2008
Vanguard April 2006 - April 2007
Janney Montgomery Scott June 2005 - April 2006
Delaware Investments, a member of the Macquarie Group June 2002 - June 2005
Prudential Financial September 1997 - June 2002
Skills
Retirement Planning, Risk Management, Business Process..., Series 63, Accounting, Retirement, Business Analysis, Portfolio Management, Visio, Series 7, Mutual Funds, 401k, Vendor Management, Training, Process Improvement, Analysis, Access, Relationship Management, SDLC, CRM, Pensions, Testing, Securities, Financial Services
Education
Penn State University 1992 — 1995
Business Management
Steve Richer Steve Richer's Great West Retirement Services Experience 2000 - 2007
Job Managing Director at Mass Mutual
Industry Financial Services
Experience
MassMutual Financial Group 2013 - Present
The Hartford 2007 - 2013
Great-West Retirement Services 2000 - 2007
State of Florida - 457 Deferred Compensation Office 1996 - 1997
Skills
Series 6, Asset Allocation, Retirement, Series 65, Series 7, Series 63, Retirement Planning, Defined Contribution, Insurance, Defined Benefit, IRAs, Fixed Annuities, Mutual Funds, 401k, Qualified Retirement..., Retirement Plan...
Education
Florida State University
B.S, Business Communications
Webster University
MBA
MassMutual Financial Group 2013 - Present
The Hartford 2007 - 2013
Great-West Retirement Services 2000 - 2007
State of Florida - 457 Deferred Compensation Office 1996 - 1997
Skills
Series 6, Asset Allocation, Retirement, Series 65, Series 7, Series 63, Retirement Planning, Defined Contribution, Insurance, Defined Benefit, IRAs, Fixed Annuities, Mutual Funds, 401k, Qualified Retirement..., Retirement Plan...
Education
Florida State University
B.S, Business Communications
Webster University
MBA
Lillian Shaughnessy-Realph Lillian Shaughnessy-Realph's Great West Retirement Services Experience November 2003 - Present
Job Retirement Plan Counselor at Empower Retirement
Industry Financial Services
Experience
Empower Retirement January 2015 - Present
Great-West Retirement Services November 2003 - Present
Fidelity Investments 1991 - 2003
Fidelity Investments 1993 - 1998
McDonald Investments 1984 - 1991
Education
Franklin University 2005 — 2013
Bachelor's degree, Human Resources Management & Business Administration, Magna Cum Laude
Empower Retirement January 2015 - Present
Great-West Retirement Services November 2003 - Present
Fidelity Investments 1991 - 2003
Fidelity Investments 1993 - 1998
McDonald Investments 1984 - 1991
Education
Franklin University 2005 — 2013
Bachelor's degree, Human Resources Management & Business Administration, Magna Cum Laude
Kim Quinnell Kim Quinnell's Great West Retirement Services Experience November 2003 - July 2005
Job My commitment to the retirement industry is helping educate, train and guide for achievement of retirement readiness.
Industry Financial Services
Experience
EMPOWER Retirement July 2005 - Present
Great-West Retirement Services November 2003 - July 2005
Federated Insurance May 1999 - November 2003
Federated Insurance July 1998 - May 1999
Federated Insurance February 1997 - July 1998
Skills
ERISA, Employee Benefits, Retirement, Series 6, 401k, Profit Sharing, Retirement Planning, Recruiting, CRM, Leadership, Defined Benefit
Education
College of St. Benedict 1987 — 1991
Economics
Faribault High School
EMPOWER Retirement July 2005 - Present
Great-West Retirement Services November 2003 - July 2005
Federated Insurance May 1999 - November 2003
Federated Insurance July 1998 - May 1999
Federated Insurance February 1997 - July 1998
Skills
ERISA, Employee Benefits, Retirement, Series 6, 401k, Profit Sharing, Retirement Planning, Recruiting, CRM, Leadership, Defined Benefit
Education
College of St. Benedict 1987 — 1991
Economics
Faribault High School
Linda Broers's Great West Retirement Services Experience March 2007 - June 2008
Job Compliance Analyst at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. April 2015 - Present
Ameritas Life Insurance Corp. Retirement Plans December 2011 - April 2015
NRECA July 2011 - December 2011
Ameritas Life Insurance Corp. Retirement Plans June 2008 - September 2010
Great-West Retirement Services March 2007 - June 2008
U.S. Bank, N.A. June 2001 - March 2007
Union Bank & Trust Company June 1997 - June 2001
Ameritas Life Insurance Corp. April 1996 - June 1997
FirsTier Bank, N.A. June 1988 - April 1996
Skills
Retirement Planning, 401k, ERISA, Mutual Funds, Series 6, Relationship Management, New Business Development, Qualified Retirement..., Manage Client..., Customer Service, Series 63, Securities, Client Presentation, Series 7
Education
Doane College 1992 — 1995
Bachelor's Degree, Business
Ameritas Investment Corp. April 2015 - Present
Ameritas Life Insurance Corp. Retirement Plans December 2011 - April 2015
NRECA July 2011 - December 2011
Ameritas Life Insurance Corp. Retirement Plans June 2008 - September 2010
Great-West Retirement Services March 2007 - June 2008
U.S. Bank, N.A. June 2001 - March 2007
Union Bank & Trust Company June 1997 - June 2001
Ameritas Life Insurance Corp. April 1996 - June 1997
FirsTier Bank, N.A. June 1988 - April 1996
Skills
Retirement Planning, 401k, ERISA, Mutual Funds, Series 6, Relationship Management, New Business Development, Qualified Retirement..., Manage Client..., Customer Service, Series 63, Securities, Client Presentation, Series 7
Education
Doane College 1992 — 1995
Bachelor's Degree, Business
Krista Noel Krista Noel's Great West Retirement Services Experience September 1996 - August 2008
Job Senior Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2013 - Present
ICMA-RC August 2008 - May 2013
Great-West Retirement Services September 1996 - August 2008
Skills
Financial Services, Pensions, Investments, CRM, Business Planning, Asset Managment, 401k
Education
Indiana University of Pennsylvania 1989 — 1994
BA
TIAA-CREF May 2013 - Present
ICMA-RC August 2008 - May 2013
Great-West Retirement Services September 1996 - August 2008
Skills
Financial Services, Pensions, Investments, CRM, Business Planning, Asset Managment, 401k
Education
Indiana University of Pennsylvania 1989 — 1994
BA
Deborah Mather Deborah Mather's Great West Retirement Services Experience January 2007 - April 2007
Job Retirement Benefits Admin. Manager at AmeriBen/IEC Group
Industry Human Resources
Experience
AmeriBen/IEC Group March 2009 - May 2014
Great West Retirement Services January 2007 - April 2007
US Bank 2001 - 2007
Fidelity Investments 1997 - 2001
Skills
Employee Benefits, Selling, ERISA, Business Analysis, Financial Services, Relationship Management, Pensions, Investments, Mutual Funds, Retirement, Retirement Planning, Series 63, Health Insurance, Series 6
Education
Boise State University 1979 — 1986
BA, Finance
Boise State University
Bachelor of Arts (B.A.), Finance, General
AmeriBen/IEC Group March 2009 - May 2014
Great West Retirement Services January 2007 - April 2007
US Bank 2001 - 2007
Fidelity Investments 1997 - 2001
Skills
Employee Benefits, Selling, ERISA, Business Analysis, Financial Services, Relationship Management, Pensions, Investments, Mutual Funds, Retirement, Retirement Planning, Series 63, Health Insurance, Series 6
Education
Boise State University 1979 — 1986
BA, Finance
Boise State University
Bachelor of Arts (B.A.), Finance, General
Peggy King's Great West Retirement Services Experience December 2009 - December 2010
Job Bank Manager at Key Bank
Industry Banking
Experience
Key Bank January 2012 - Present
Great West Retirement Services December 2009 - December 2010
Great West October 2008 - December 2009
GMAC Mortgage July 2006 - July 2007
Wells Fargo Home Mortgage October 2003 - May 2006
Three Rivers Financial Services November 1998 - May 2002
First Federal Savings Bank January 1994 - January 1998
Claire's Boutiques, Inc January 1987 - January 1994
Skills
Mortgage Lending, Loans, Loan Origination, Banking, FHA, Mortgage Banking, Marketing, Commercial Lending, Sales Management, Retail Banking, Branch Banking, Cross Selling, Insurance, First Time Home Buyers, Credit, Small Business Lending, Refinance, Commercial Banking, Residential Mortgages, Consumer Lending, Customer Service, Sales, Management, Training, Investments, Small Business, Real Estate, Finance, Leadership, Financial Analysis, Analysis, Credit Analysis, Financial Services, Portfolio Management, Underwriting, CRM, Cash Management, Customer Retention, Commercial Mortgages, Relationship Management, Lines Of Credit, VA loans, Home Equity Loans, Risk Management, Credit Risk, Mortgage Underwriting, Construction Loans, Real Estate Financing, Funding, FHA financing
Education
Indiana Wesleyan University 1988 — 1990
Eastbrook High School 1984 — 1984
Key Bank January 2012 - Present
Great West Retirement Services December 2009 - December 2010
Great West October 2008 - December 2009
GMAC Mortgage July 2006 - July 2007
Wells Fargo Home Mortgage October 2003 - May 2006
Three Rivers Financial Services November 1998 - May 2002
First Federal Savings Bank January 1994 - January 1998
Claire's Boutiques, Inc January 1987 - January 1994
Skills
Mortgage Lending, Loans, Loan Origination, Banking, FHA, Mortgage Banking, Marketing, Commercial Lending, Sales Management, Retail Banking, Branch Banking, Cross Selling, Insurance, First Time Home Buyers, Credit, Small Business Lending, Refinance, Commercial Banking, Residential Mortgages, Consumer Lending, Customer Service, Sales, Management, Training, Investments, Small Business, Real Estate, Finance, Leadership, Financial Analysis, Analysis, Credit Analysis, Financial Services, Portfolio Management, Underwriting, CRM, Cash Management, Customer Retention, Commercial Mortgages, Relationship Management, Lines Of Credit, VA loans, Home Equity Loans, Risk Management, Credit Risk, Mortgage Underwriting, Construction Loans, Real Estate Financing, Funding, FHA financing
Education
Indiana Wesleyan University 1988 — 1990
Eastbrook High School 1984 — 1984
Leslie A. Caldwell's Great West Retirement Services Experience October 2007 - March 2012
Job Key Retirement Plan Counselor, CRC | EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement October 2007 - Present
Great-West Retirement Services October 2007 - March 2012
Skills
Retirement Planning, 401k, Retirement, Employee Benefits, Retirement Plan..., Series 6, Sales, Defined Benefit, Series 63, Mutual Funds, Pensions, Strategic Planning, Insurance, Investment Advisory, Financial Services, Customer Service, FINRA, Fixed Annuities, Life Insurance, Strategic Financial..., IRAs, Relationship Management, Asset Allocation, ERISA, Finance, Investments, Uniform Combined State..., Financial Advisory, Defined Contribution, Public Speaking, Investment Strategies, Wealth Management, Leadership, Portfolio Management, Volunteer, Microsoft Excel, Employee Training, Financial Planning
Education
Northwestern University 1985 — 1990
Bachelor of Arts (BA), Communications Studies/ Marketing, Honors
EMPOWER Retirement October 2007 - Present
Great-West Retirement Services October 2007 - March 2012
Skills
Retirement Planning, 401k, Retirement, Employee Benefits, Retirement Plan..., Series 6, Sales, Defined Benefit, Series 63, Mutual Funds, Pensions, Strategic Planning, Insurance, Investment Advisory, Financial Services, Customer Service, FINRA, Fixed Annuities, Life Insurance, Strategic Financial..., IRAs, Relationship Management, Asset Allocation, ERISA, Finance, Investments, Uniform Combined State..., Financial Advisory, Defined Contribution, Public Speaking, Investment Strategies, Wealth Management, Leadership, Portfolio Management, Volunteer, Microsoft Excel, Employee Training, Financial Planning
Education
Northwestern University 1985 — 1990
Bachelor of Arts (BA), Communications Studies/ Marketing, Honors
Javier M. Obando Javier M. Obando's Great West Retirement Services Experience October 2012 - July 2015
Job Director of Market Development
Industry Financial Services
Experience
Lincoln Financial Group July 2015 - Present
Great-West Retirement Services October 2012 - July 2015
EMPOWER Retirement January 2008 - July 2015
BFSG 2005 - 2008
Prudential 2002 - 2005
Skills
Series 63, Series 7, Series 6, 401k, Retirement, Retirement Planning, FINRA, IRAs, ERISA, Pensions, Mutual Funds, Defined Benefit, Fixed Annuities, Defined Contribution, Asset Allocation, Investment Advisory, Qualified Retirement..., Retirement Plan..., Financial Services, 401k Rollovers, Alternative Investments, Asset Management, Disability Insurance, Deferred Compensation, Benefits Administration, Employee Benefits, Executive Pay, Equities, Financial Advisory, Fixed Income, Financial Planners, Insurance, Investment Strategies, Investments, Life, Life Insurance, Long-term Care, Personal Financial..., Profit Sharing, Relationship Management, Roth IRA, Salesforce.com, Securities, Separately Managed..., Series 24, Series 65, Strategic Financial..., Uniform Combined State..., Variable Annuities, Wealth Management
Education
California State Polytechnic University-Pomona
BS
Lincoln Financial Group July 2015 - Present
Great-West Retirement Services October 2012 - July 2015
EMPOWER Retirement January 2008 - July 2015
BFSG 2005 - 2008
Prudential 2002 - 2005
Skills
Series 63, Series 7, Series 6, 401k, Retirement, Retirement Planning, FINRA, IRAs, ERISA, Pensions, Mutual Funds, Defined Benefit, Fixed Annuities, Defined Contribution, Asset Allocation, Investment Advisory, Qualified Retirement..., Retirement Plan..., Financial Services, 401k Rollovers, Alternative Investments, Asset Management, Disability Insurance, Deferred Compensation, Benefits Administration, Employee Benefits, Executive Pay, Equities, Financial Advisory, Fixed Income, Financial Planners, Insurance, Investment Strategies, Investments, Life, Life Insurance, Long-term Care, Personal Financial..., Profit Sharing, Relationship Management, Roth IRA, Salesforce.com, Securities, Separately Managed..., Series 24, Series 65, Strategic Financial..., Uniform Combined State..., Variable Annuities, Wealth Management
Education
California State Polytechnic University-Pomona
BS
Maggie Limberty Maggie Limberty's Great West Retirement Services Experience July 2008 - November 2010
Job Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group November 2010 - Present
Great West Retirement Services July 2008 - November 2010
Hewitt Associates May 2006 - December 2007
Hewitt Associates July 2002 - February 2006
Hewitt Associates July 1998 - June 2002
Various Retail 1994 - 1998
Coyote Video Production Company 1992 - 1994
Skills
Employee Benefits, 401k, CRM, Leadership, Management, Defined Benefit, Training, Process Improvement, Deferred Compensation, Retirement, Investments, ERISA, Series 6, Benefits Administration, Defined Contribution, Retirement Planning, Pensions, Executive Pay, FINRA, Vendor Management, Mutual Funds, Qualified Retirement..., Insurance, Financial Services, Non-Qualified Deferred..., Performance Management, Series 63, Asset Allocation, 409A, Variable Life, Business Process..., 457 Plans, 403 b, Team Building, Health Insurance, Workforce Management, Retail Category..., Invoicing, Public Speaking, Executive Benefit...
Education
Clarion University of Pennsylvania 1987 — 1992
BS, Communication
The Newport Group November 2010 - Present
Great West Retirement Services July 2008 - November 2010
Hewitt Associates May 2006 - December 2007
Hewitt Associates July 2002 - February 2006
Hewitt Associates July 1998 - June 2002
Various Retail 1994 - 1998
Coyote Video Production Company 1992 - 1994
Skills
Employee Benefits, 401k, CRM, Leadership, Management, Defined Benefit, Training, Process Improvement, Deferred Compensation, Retirement, Investments, ERISA, Series 6, Benefits Administration, Defined Contribution, Retirement Planning, Pensions, Executive Pay, FINRA, Vendor Management, Mutual Funds, Qualified Retirement..., Insurance, Financial Services, Non-Qualified Deferred..., Performance Management, Series 63, Asset Allocation, 409A, Variable Life, Business Process..., 457 Plans, 403 b, Team Building, Health Insurance, Workforce Management, Retail Category..., Invoicing, Public Speaking, Executive Benefit...
Education
Clarion University of Pennsylvania 1987 — 1992
BS, Communication
Apostle Kenneth Lock Apostle Kenneth Lock's Great West Retirement Services Experience April 2006 - May 2008
Job Pastor at The Open Door Christian Worship Center Church
Industry Religious Institutions
Experience
Electravel April 2015 - Present
The Open Door Christian Worship Center Church May 2008 - Present
Legal Shield 2001 - 2009
Legal Shield 2001 - 2009
Great West Retirement Services April 2006 - May 2008
United States Postal Service (Sturtevant, WI) April 1986 - November 2001
Education
Bryant and Stratton College-Milwaukee 1980 — 1982
AA, Business Management
Riverside High School 1977 — 1980
Electravel April 2015 - Present
The Open Door Christian Worship Center Church May 2008 - Present
Legal Shield 2001 - 2009
Legal Shield 2001 - 2009
Great West Retirement Services April 2006 - May 2008
United States Postal Service (Sturtevant, WI) April 1986 - November 2001
Education
Bryant and Stratton College-Milwaukee 1980 — 1982
AA, Business Management
Riverside High School 1977 — 1980
Jennifer Yellott's Great West Retirement Services Experience October 2010 - September 2014
Job Regional Sales Manager at Aspire Financial Services, LLC
Industry Financial Services
Experience
Aspire Financial Services, LLC August 2015 - Present
Transamerica September 2014 - August 2015
Great-West Retirement Services October 2010 - September 2014
Great-West Retirement Services October 2005 - June 2011
Great-West Healthcare January 2004 - October 2005
Skills
Retirement Plan..., 401k, Insurance, Retirement, ERISA, Series 63, Investments, Series 6, Asset Allocation, Sales, Defined Contribution, Pensions, Series 26, Life and Variable..., FINRA, Series 7, Securities, Retirement Planning, Mutual Funds, Management, Profit Sharing, Defined Benefit, Relationship Management, Qualified Retirement..., Financial Services, Series 65, Fixed Annuities, Investment Advisory, IRAs, Uniform Combined State..., Investment Strategies, 401k Rollovers, Series 24, Employee Benefits, Roth IRA, Financial Advisory, Asset Management, Life Insurance, Variable Annuities, Strategic Financial..., Separately Managed..., 403 b, 457 Plans, Wealth Management
Education
Penn State University 1998 — 2002
English, Publishing
Aspire Financial Services, LLC August 2015 - Present
Transamerica September 2014 - August 2015
Great-West Retirement Services October 2010 - September 2014
Great-West Retirement Services October 2005 - June 2011
Great-West Healthcare January 2004 - October 2005
Skills
Retirement Plan..., 401k, Insurance, Retirement, ERISA, Series 63, Investments, Series 6, Asset Allocation, Sales, Defined Contribution, Pensions, Series 26, Life and Variable..., FINRA, Series 7, Securities, Retirement Planning, Mutual Funds, Management, Profit Sharing, Defined Benefit, Relationship Management, Qualified Retirement..., Financial Services, Series 65, Fixed Annuities, Investment Advisory, IRAs, Uniform Combined State..., Investment Strategies, 401k Rollovers, Series 24, Employee Benefits, Roth IRA, Financial Advisory, Asset Management, Life Insurance, Variable Annuities, Strategic Financial..., Separately Managed..., 403 b, 457 Plans, Wealth Management
Education
Penn State University 1998 — 2002
English, Publishing
Laurie E. Waddell Laurie E. Waddell's Great West Retirement Services Experience January 2003 - November 2006
Job Administrative Assistant II at RS&H
Industry Consumer Services
Experience
RS&H July 2014 - Present
Move Management, Inc January 2008 - May 2014
FLYFRONTIER.COM January 2007 - January 2008
Laurie E. WaddellMove Management, Inc April 2007 - October 2007
Great West Retirement Services January 2003 - November 2006
Sanford Homes October 2000 - September 2002
Skills
Customer Satisfaction, Training, Employee Training, Team Building, Process Scheduler, Management, Customer Service, Microsoft Excel, Social Networking, Microsoft Office
Education
42
RS&H July 2014 - Present
Move Management, Inc January 2008 - May 2014
FLYFRONTIER.COM January 2007 - January 2008
Laurie E. WaddellMove Management, Inc April 2007 - October 2007
Great West Retirement Services January 2003 - November 2006
Sanford Homes October 2000 - September 2002
Skills
Customer Satisfaction, Training, Employee Training, Team Building, Process Scheduler, Management, Customer Service, Microsoft Excel, Social Networking, Microsoft Office
Education
42
Gary Wilkins's Great West Retirement Services Experience June 1993 - December 2000
Job Client Relationship Director at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2001 - Present
Great-West Financial January 2001 - Present
Great-West Retirement Services June 1993 - December 2000
Skills
CRM, Mutual Funds, Retirement, Relationship Management, 401k, Pensions, Asset Allocation, Employee Benefits, Account Management
Education
Louisiana State University 1985 — 1990
Bachelor of Arts & Sciences, Economics, Graduate
EMPOWER Retirement January 2001 - Present
Great-West Financial January 2001 - Present
Great-West Retirement Services June 1993 - December 2000
Skills
CRM, Mutual Funds, Retirement, Relationship Management, 401k, Pensions, Asset Allocation, Employee Benefits, Account Management
Education
Louisiana State University 1985 — 1990
Bachelor of Arts & Sciences, Economics, Graduate
Angela Bartelme Angela Bartelme's Great West Retirement Services Experience June 1995 - February 2012
Job Financial Services Professional
Industry Financial Services
Experience
Employed April 2015 - Present
Samara clinic April 2013 - May 2013
Great West Retirement Services June 1995 - February 2012
Bluemels Nursery May 2001 - September 2001
Skills
Data Entry, Customer Service, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Training, PowerPoint, Benefits Administration, Administrative...
Education
Milwaukee Career College 2012 — 2013
Medical/Clinical Assistant
Milwaukee Career College 2012 — 2013
Medical/Clinical Assistant
Employed April 2015 - Present
Samara clinic April 2013 - May 2013
Great West Retirement Services June 1995 - February 2012
Bluemels Nursery May 2001 - September 2001
Skills
Data Entry, Customer Service, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Training, PowerPoint, Benefits Administration, Administrative...
Education
Milwaukee Career College 2012 — 2013
Medical/Clinical Assistant
Milwaukee Career College 2012 — 2013
Medical/Clinical Assistant
Anjie Wolf's Great West Retirement Services Experience 2001 - 2007
Job Enterprise IT Architect at First Data Corporation
Industry Information Technology and Services
Experience
First Data Corporation November 2007 - Present
Great-West Retirement Services 2001 - 2007
Great-West Life 2001 - 2007
Great-West 2001 - 2007
FASCore 2001 - 2007
Great-West Life & Annuity 2001 - 2007
Sapient June 2000 - March 2001
MCI October 1998 - June 2000
FedEx Express June 1996 - October 1998
Skills
SDLC, Unix, Agile Methodologies, Web Services, SOA, Requirements Analysis, SQL, XML, Integration, Databases, Requirements Gathering, Visio, Java Enterprise Edition, Oracle, Data Warehousing, Enterprise Architecture, Software Development, SharePoint, Enterprise Software, Test Automation, .NET, Cloud Computing, Software Project..., Web Applications, JavaScript
Education
Purdue University 1990 — 1996
Bachelor of Science (B.S.), Computer Technology
First Data Corporation November 2007 - Present
Great-West Retirement Services 2001 - 2007
Great-West Life 2001 - 2007
Great-West 2001 - 2007
FASCore 2001 - 2007
Great-West Life & Annuity 2001 - 2007
Sapient June 2000 - March 2001
MCI October 1998 - June 2000
FedEx Express June 1996 - October 1998
Skills
SDLC, Unix, Agile Methodologies, Web Services, SOA, Requirements Analysis, SQL, XML, Integration, Databases, Requirements Gathering, Visio, Java Enterprise Edition, Oracle, Data Warehousing, Enterprise Architecture, Software Development, SharePoint, Enterprise Software, Test Automation, .NET, Cloud Computing, Software Project..., Web Applications, JavaScript
Education
Purdue University 1990 — 1996
Bachelor of Science (B.S.), Computer Technology
Forrest Wilson Forrest Wilson's Great West Retirement Services Experience April 2009 - July 2012
Job Director, Head of Retirement Sales
Industry Financial Services
Experience
Allianz Global Investors November 2013 - Present
ASPire Financial Services, LLC July 2012 - November 2013
Great-West Retirement Services April 2009 - July 2012
ING 2004 - 2009
Fidelity Investments 1997 - 2004
Skills
401k, Retirement, Retirement Plan..., Mutual Funds, Profit Sharing, Retirement Planning, ERISA, Sales
Education
New York University 2001 — 2005
MBA, Marketing / Finance
Central Connecticut State University 1988 — 1993
BS, Marketing
Allianz Global Investors November 2013 - Present
ASPire Financial Services, LLC July 2012 - November 2013
Great-West Retirement Services April 2009 - July 2012
ING 2004 - 2009
Fidelity Investments 1997 - 2004
Skills
401k, Retirement, Retirement Plan..., Mutual Funds, Profit Sharing, Retirement Planning, ERISA, Sales
Education
New York University 2001 — 2005
MBA, Marketing / Finance
Central Connecticut State University 1988 — 1993
BS, Marketing
Mario Coix's Great West Retirement Services Experience January 2010 - November 2010
Job Retirement Education Specialist at Mass Mutual Financial Group
Industry Financial Services
Experience
Mass Mutual Financial Group November 2010 - Present
Great-West Retirement Services January 2010 - November 2010
John Hancock September 2004 - December 2009
John Hancock Financial Services September 2004 - December 2009
Amerihome Mortgage 1998 - August 2004
Skills
Financial Advisory
Education
College of DuPage 1988 — 1990
Criminal Justice
Mass Mutual Financial Group November 2010 - Present
Great-West Retirement Services January 2010 - November 2010
John Hancock September 2004 - December 2009
John Hancock Financial Services September 2004 - December 2009
Amerihome Mortgage 1998 - August 2004
Skills
Financial Advisory
Education
College of DuPage 1988 — 1990
Criminal Justice
Michael Kucera Michael Kucera's Great West Retirement Services Experience 1994 - 1998
Job Financial Advisor at Financial Architects, Inc.
Industry Financial Services
Experience
FAI Advisors, Inc. November 2004 - Present
Financial Architects, Inc. November 2004 - Present
Capital Planning Solutions,LLC September 2000 - October 2004
Pension Consultants, Inc. 1998 - 2000
Great West Retirement Services 1994 - 1998
Great West Retirement Services 1994 - 1998
Great West Retirement Services 1994 - 1998
Skills
Retirement Planning, Investments, Portfolio Management, Asset Management, IRAs, Small Business, Pensions, Finance, Management, Accounting, Wealth Accumulation, Personal Finance, Financial Risk, Strategic Financial..., Wealth Management
Education
Central Michigan University 1987 — 1991
BSBA, Finance
Brother Rice 1983 — 1987
St. Hugo
FAI Advisors, Inc. November 2004 - Present
Financial Architects, Inc. November 2004 - Present
Capital Planning Solutions,LLC September 2000 - October 2004
Pension Consultants, Inc. 1998 - 2000
Great West Retirement Services 1994 - 1998
Great West Retirement Services 1994 - 1998
Great West Retirement Services 1994 - 1998
Skills
Retirement Planning, Investments, Portfolio Management, Asset Management, IRAs, Small Business, Pensions, Finance, Management, Accounting, Wealth Accumulation, Personal Finance, Financial Risk, Strategic Financial..., Wealth Management
Education
Central Michigan University 1987 — 1991
BSBA, Finance
Brother Rice 1983 — 1987
St. Hugo
Angela Reid Angela Reid's Great West Retirement Services Experience 2002 - 2010
Job Marketing Communication Specialist
Industry Financial Services
Experience
Great-West Retirement Services 2002 - 2010
Education
Governors State University 1994 — 1995
B.A., English
Adams State University
Great-West Retirement Services 2002 - 2010
Education
Governors State University 1994 — 1995
B.A., English
Adams State University
Casey Willett Casey Willett's Great West Retirement Services Experience April 2010 - May 2010
Job Purchasing Coordinator at KONG Company
Industry Logistics and Supply Chain
Experience
KONG Company April 2015 - Present
Gameday Merchandising November 2012 - March 2015
Ouray Sportswear May 2011 - October 2012
Ouray Sportswear May 2011 - January 2012
Advantage Sales & Marketing February 2011 - April 2011
Great-West Life & Annuity Insurance Company May 2010 - July 2010
Great West Retirement Services April 2010 - May 2010
Bristol Botanics Inc November 2003 - January 2010
The Egg & I October 2000 - January 2009
Skills
Logistics, Production Planning, Inventory Control, Shipping, Warehousing, Scheduling, Supply Chain, Supply, Supply Chain Management, Production, Supply Chain..., Demand Forecasting, Microsoft Office, Pricing, Time Management, Customer Service, Distribution Center..., Team Building, PowerPoint, Global Sourcing, Merchandising, Teamwork, Microsoft Word, Apparel, Retail, Process Scheduler, Outlook, Sales, Product Development, Budgets, Leadership, Management, Retail Buying
Education
Iowa State University 2006 — 2011
Bachelor of Science (B.S.), Logistics Supply Chain Management & Marketing
Iowa State University 2006 — 2011
Bachelor of Science, Marketing & Logistics Supply Chain Management
KONG Company April 2015 - Present
Gameday Merchandising November 2012 - March 2015
Ouray Sportswear May 2011 - October 2012
Ouray Sportswear May 2011 - January 2012
Advantage Sales & Marketing February 2011 - April 2011
Great-West Life & Annuity Insurance Company May 2010 - July 2010
Great West Retirement Services April 2010 - May 2010
Bristol Botanics Inc November 2003 - January 2010
The Egg & I October 2000 - January 2009
Skills
Logistics, Production Planning, Inventory Control, Shipping, Warehousing, Scheduling, Supply Chain, Supply, Supply Chain Management, Production, Supply Chain..., Demand Forecasting, Microsoft Office, Pricing, Time Management, Customer Service, Distribution Center..., Team Building, PowerPoint, Global Sourcing, Merchandising, Teamwork, Microsoft Word, Apparel, Retail, Process Scheduler, Outlook, Sales, Product Development, Budgets, Leadership, Management, Retail Buying
Education
Iowa State University 2006 — 2011
Bachelor of Science (B.S.), Logistics Supply Chain Management & Marketing
Iowa State University 2006 — 2011
Bachelor of Science, Marketing & Logistics Supply Chain Management
Monika Coleman's Great West Retirement Services Experience May 2010 - June 2012
Job Training Specialist at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial June 2012 - Present
Great-West Retirement Services May 2010 - June 2012
Great-West Retirement Services October 2008 - May 2010
Great-West Retirement Services October 2006 - May 2008
Skills
Series 63, Series 6, Training, FINRA, Call Centers, Leadership, Training Facilitation, Financial Services, 401k, ASTD Member, Series 26
Education
Regis University 2015 — 2018
Master's Degree, Adult and Continuing Education and Teaching
University of Denver - Daniels College of Business 2004 — 2006
Master of Business Administration (MBA), Business Ethics, Legal Studies, Values Based Leadership, Maintained GPA of 3.47 cumulative
University of Denver 2001 — 2005
Bachelor of Arts (BA), Vocal Music performance, 3.67 overall GPA, cumulative
Great-West Financial June 2012 - Present
Great-West Retirement Services May 2010 - June 2012
Great-West Retirement Services October 2008 - May 2010
Great-West Retirement Services October 2006 - May 2008
Skills
Series 63, Series 6, Training, FINRA, Call Centers, Leadership, Training Facilitation, Financial Services, 401k, ASTD Member, Series 26
Education
Regis University 2015 — 2018
Master's Degree, Adult and Continuing Education and Teaching
University of Denver - Daniels College of Business 2004 — 2006
Master of Business Administration (MBA), Business Ethics, Legal Studies, Values Based Leadership, Maintained GPA of 3.47 cumulative
University of Denver 2001 — 2005
Bachelor of Arts (BA), Vocal Music performance, 3.67 overall GPA, cumulative
Sam McGibbon's Great West Retirement Services Experience April 2008 - March 2012
Job Director, Relationship Management at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Sentinel Benefits & Financial Group October 2013 - January 2015
Cammack LaRhette Consulting March 2012 - October 2013
Great-West Retirement Services April 2008 - March 2012
Great-West Retirement Services June 2006 - April 2008
TIAA-CREF June 2004 - June 2006
Columbia Management July 2000 - June 2004
Education
University of Colorado Denver 2002 — 2006
MBA
Metropolitan State College of Denver 1994 — 2000
B.S.
EMPOWER Retirement January 2015 - Present
Sentinel Benefits & Financial Group October 2013 - January 2015
Cammack LaRhette Consulting March 2012 - October 2013
Great-West Retirement Services April 2008 - March 2012
Great-West Retirement Services June 2006 - April 2008
TIAA-CREF June 2004 - June 2006
Columbia Management July 2000 - June 2004
Education
University of Colorado Denver 2002 — 2006
MBA
Metropolitan State College of Denver 1994 — 2000
B.S.
James Ha's Great West Retirement Services Experience March 2010 - Present
Job Team Leader Registered Representative at GreatWest Retirement Services
Industry Investment Management
Experience
Great-West Retirement Services March 2010 - Present
Great-West Retirement Services February 2009 - Present
ING January 2000 - January 2009
Skills
Investments, Training, Retirement Planning, Financial Services, Leadership, Retirement, Asset Allocation, 401k, Account Management, Series 6, Mutual Funds, Series 63
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
Great-West Retirement Services March 2010 - Present
Great-West Retirement Services February 2009 - Present
ING January 2000 - January 2009
Skills
Investments, Training, Retirement Planning, Financial Services, Leadership, Retirement, Asset Allocation, 401k, Account Management, Series 6, Mutual Funds, Series 63
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
Cindy Knight's Great West Retirement Services Experience January 1997 - Present
Job Internal Wholesaler at GreatWest Retirement Services
Industry Financial Services
Experience
Great-West Retirement Services January 1997 - Present
Education
Regis University 2005 — 2006
Regis University 2005 — 2006
MBA, Finance
Colorado State University 1987 — 1992
BS, Marketing
Great-West Retirement Services January 1997 - Present
Education
Regis University 2005 — 2006
Regis University 2005 — 2006
MBA, Finance
Colorado State University 1987 — 1992
BS, Marketing
Shannon DiValerio, CRPC's Great West Retirement Services Experience February 2002 - January 2008
Job Manager of Development at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2013 - Present
Transamerica Retirement Solutions March 2010 - Present
MFP Strategies January 2008 - March 2010
Great-West Retirement Services February 2002 - January 2008
The Vanguard Group 1997 - 2002
Skills
Retirement, Retirement Planning, Defined Benefit, 401k, Qualified Retirement..., Series 6, Pensions, Public Speaking, Relationship Management, Series 63, Coaching, Account Management, FINRA, CRPC, Mutual Funds, Investments, Business Planning, Profit Sharing, Defined Contribution, Financial Advisory, Retirement Plan..., Variable Life & Health..., Plan Design, Series 65
Education
Fontbonne University
MBA, Business
Missouri State University
BS, International Business/Spanish
People to People International
Study Abroad Program, International Business
Transamerica Retirement Solutions January 2013 - Present
Transamerica Retirement Solutions March 2010 - Present
MFP Strategies January 2008 - March 2010
Great-West Retirement Services February 2002 - January 2008
The Vanguard Group 1997 - 2002
Skills
Retirement, Retirement Planning, Defined Benefit, 401k, Qualified Retirement..., Series 6, Pensions, Public Speaking, Relationship Management, Series 63, Coaching, Account Management, FINRA, CRPC, Mutual Funds, Investments, Business Planning, Profit Sharing, Defined Contribution, Financial Advisory, Retirement Plan..., Variable Life & Health..., Plan Design, Series 65
Education
Fontbonne University
MBA, Business
Missouri State University
BS, International Business/Spanish
People to People International
Study Abroad Program, International Business
Sandi Dryer Moleski's Great West Retirement Services Experience January 2004 - May 2005
Job Vice President, Managing Director in Retirement Services
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
MassMutual May 2005 - 2008
Great-West Retirement Services January 2004 - May 2005
Prudential Financial January 2000 - January 2004
Transamerica June 1998 - December 1999
Skills
Employee Benefits, Retirement, Customer Relations, Plan Design, 401k, Business Planning, Customer Service, Investments, Management, Relationship Management, Sales, Series 63
Education
Northwestern University 1994 — 1998
BS in Speech, Communications/International Studies
Fidelity Investments January 2008 - Present
MassMutual May 2005 - 2008
Great-West Retirement Services January 2004 - May 2005
Prudential Financial January 2000 - January 2004
Transamerica June 1998 - December 1999
Skills
Employee Benefits, Retirement, Customer Relations, Plan Design, 401k, Business Planning, Customer Service, Investments, Management, Relationship Management, Sales, Series 63
Education
Northwestern University 1994 — 1998
BS in Speech, Communications/International Studies
Jessica Bickley's Great West Retirement Services Experience March 2004 - August 2008
Job Client Relationship Manager
Industry Financial Services
Experience
One America/American United Life August 2008 - June 2010
Great-West Retirement Services March 2004 - August 2008
Fidelity Investments May 1998 - December 2004
Fidelity Investments 2000 - 2004
Fidelity Investments December 1996 - May 1998
Fideltity Investments October 1995 - December 1996
Education
Bowling Green State University 1992 — 1993
MA, Interpersonal Communication
Bowling Green State University 1988 — 1993
BAC, Interpersonal & Public Communication
One America/American United Life August 2008 - June 2010
Great-West Retirement Services March 2004 - August 2008
Fidelity Investments May 1998 - December 2004
Fidelity Investments 2000 - 2004
Fidelity Investments December 1996 - May 1998
Fideltity Investments October 1995 - December 1996
Education
Bowling Green State University 1992 — 1993
MA, Interpersonal Communication
Bowling Green State University 1988 — 1993
BAC, Interpersonal & Public Communication
Nancy Houska's Great West Retirement Services Experience 2008 - 2012
Job Wealth Management Assistant
Industry Financial Services
Experience
Keystone Financial Group, Inc. November 2012 - Present
Great-West Retirement Services 2008 - 2012
Walmart 1983 - 2007
Skills
Customer Service, Office Management, Microsoft Office, Series 6, Series 63, Life & Health Insurance..., Leadership, Strategic Planning, Problem Solving, Marketing Research, Store Operations, Sales, Inventory Management, Visual Merchandising, Store Management, Big Box, Retail
Education
Missouri State University 1980 — 1983
Bachelor of Science (B.S.), Marketing
St. Louis Community College 1978 — 1980
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Keystone Financial Group, Inc. November 2012 - Present
Great-West Retirement Services 2008 - 2012
Walmart 1983 - 2007
Skills
Customer Service, Office Management, Microsoft Office, Series 6, Series 63, Life & Health Insurance..., Leadership, Strategic Planning, Problem Solving, Marketing Research, Store Operations, Sales, Inventory Management, Visual Merchandising, Store Management, Big Box, Retail
Education
Missouri State University 1980 — 1983
Bachelor of Science (B.S.), Marketing
St. Louis Community College 1978 — 1980
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Joe Centofanti's Great West Retirement Services Experience September 2006 - August 2008
Job Relationship Manager at EMPOWER Retirement of GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement January 2011 - Present
Real Estate Investor September 2004 - Present
Great-West Financial April 2013 - Present
Great-West Financial January 2011 - March 2013
Guardian Life Insurance September 2009 - January 2011
Principal Financial Group August 2008 - June 2009
Great-West Retirement Services September 2006 - August 2008
MetLife Financial Services January 2006 - September 2006
Diversified Investment Advisors August 2001 - January 2006
AllianceBernstein August 2000 - August 2001
Skills
Customer Relations, Series 7, Series 63, FINRA, Pensions, FINRA Series 6, Plan Design, 401k, Profit Sharing, Retirement, Series 6, Defined Benefit, Qualified Retirement..., Relationship Management, Mutual Funds, Retirement Planning, Employee Benefits
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1996
BBA, Management Information Systems
Harrison High School 1987 — 1991
EMPOWER Retirement January 2011 - Present
Real Estate Investor September 2004 - Present
Great-West Financial April 2013 - Present
Great-West Financial January 2011 - March 2013
Guardian Life Insurance September 2009 - January 2011
Principal Financial Group August 2008 - June 2009
Great-West Retirement Services September 2006 - August 2008
MetLife Financial Services January 2006 - September 2006
Diversified Investment Advisors August 2001 - January 2006
AllianceBernstein August 2000 - August 2001
Skills
Customer Relations, Series 7, Series 63, FINRA, Pensions, FINRA Series 6, Plan Design, 401k, Profit Sharing, Retirement, Series 6, Defined Benefit, Qualified Retirement..., Relationship Management, Mutual Funds, Retirement Planning, Employee Benefits
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1996
BBA, Management Information Systems
Harrison High School 1987 — 1991
Chris Basse's Great West Retirement Services Experience November 2007 - February 2013
Job Client Relationship Manager
Industry Financial Services
Experience
Cornerstone Retirement Advisors, LLC January 2014 - Present
Great-West Retirement Services November 2007 - February 2013
Thorbahn Associates 2006 - 2007
Principal Financial Group 2003 - 2006
Putnam Investments 1996 - 2002
Skills
Retirement, Retirement Planning, 401k, Series 6, Pensions, Series 63, Insurance, Financial Services, FINRA, Mutual Funds, ERISA, Investments, Defined Benefit, Series 7
Education
Dickinson College 1989 — 1993
Bachelor of Arts, Spanish
Tabor Academy 1985 — 1989
Cornerstone Retirement Advisors, LLC January 2014 - Present
Great-West Retirement Services November 2007 - February 2013
Thorbahn Associates 2006 - 2007
Principal Financial Group 2003 - 2006
Putnam Investments 1996 - 2002
Skills
Retirement, Retirement Planning, 401k, Series 6, Pensions, Series 63, Insurance, Financial Services, FINRA, Mutual Funds, ERISA, Investments, Defined Benefit, Series 7
Education
Dickinson College 1989 — 1993
Bachelor of Arts, Spanish
Tabor Academy 1985 — 1989
Malcolm MacKenzie's Great West Retirement Services Experience April 2015 - Present
Job Learning and Development Consultant at GreatWest Retirement Services
Industry Financial Services
Experience
Great-West Retirement Services April 2015 - Present
JPMorgan Retirement Plan Services April 2012 - Present
Great-West Retirement Services April 2012 - April 2015
JP Morgan Chase October 2009 - April 2012
Global Catalyst Partners October 2008 - October 2009
H&R Block 2000 - 2008
State Street Bank 1999 - 2000
Kemper Service Company May 1988 - June 1996
Kemper Service Company 1988 - 1996
Skills
Series 7, Financial Services, Team Building, Marketing Strategy, Marketing, Securities, Series 63, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Cross-functional Team..., Leadership, Management, Asset Management, FINRA, Relationship Management, Finance, Strategy, Retirement Planning, Analysis, Employee Benefits, Financial Advisory, Sales, Human Resources, Series 6, Bonds, Training, Strategic Planning, Retirement
Education
Governors State University 1984 — 1987
BA, Liberal Arts
Great-West Retirement Services April 2015 - Present
JPMorgan Retirement Plan Services April 2012 - Present
Great-West Retirement Services April 2012 - April 2015
JP Morgan Chase October 2009 - April 2012
Global Catalyst Partners October 2008 - October 2009
H&R Block 2000 - 2008
State Street Bank 1999 - 2000
Kemper Service Company May 1988 - June 1996
Kemper Service Company 1988 - 1996
Skills
Series 7, Financial Services, Team Building, Marketing Strategy, Marketing, Securities, Series 63, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Cross-functional Team..., Leadership, Management, Asset Management, FINRA, Relationship Management, Finance, Strategy, Retirement Planning, Analysis, Employee Benefits, Financial Advisory, Sales, Human Resources, Series 6, Bonds, Training, Strategic Planning, Retirement
Education
Governors State University 1984 — 1987
BA, Liberal Arts
Carey Lindsey, APA, QKA, AIF's Great West Retirement Services Experience March 2012 - Present
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
Great-West Retirement Services March 2012 - Present
Transamerica Retirement Services January 2007 - February 2012
Loren D. Stark Company, Inc. March 1996 - December 2006
Skills
Pensions, Sales, Retirement, Profit Sharing, Investments, 401k, Retirement Planning, Defined Benefit, Asset Allocation, ERISA, Retirement Plan..., Series 7, Series 63, Series 6, Mutual Funds
Education
University of New Orleans 1994 — 1995
Bachelor of Science (B.S.), Finance, General
Louisiana State University 1990 — 1994
Great-West Retirement Services March 2012 - Present
Transamerica Retirement Services January 2007 - February 2012
Loren D. Stark Company, Inc. March 1996 - December 2006
Skills
Pensions, Sales, Retirement, Profit Sharing, Investments, 401k, Retirement Planning, Defined Benefit, Asset Allocation, ERISA, Retirement Plan..., Series 7, Series 63, Series 6, Mutual Funds
Education
University of New Orleans 1994 — 1995
Bachelor of Science (B.S.), Finance, General
Louisiana State University 1990 — 1994
Christopher Orville's Great West Retirement Services Experience November 2009 - November 2010
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA June 2014 - Present
VALIC November 2010 - June 2014
Great West Retirement Services November 2009 - November 2010
Prudential Financial October 2002 - October 2009
CIGNA September 2001 - October 2002
CIGNA Group Insurance November 1992 - September 2001
Skills
Retirement Plan..., Personal Financial..., Investments, Retirement Planning, Retirement, Fixed Annuities, Series 7, IRAs, Uniform Combined State..., Employee Benefits, Defined Benefit, Financial Planners, Financial Services, Personal Finance, 403 b, Finance
Education
New York University 1982 — 1986
BFA, Film & Television
USAA June 2014 - Present
VALIC November 2010 - June 2014
Great West Retirement Services November 2009 - November 2010
Prudential Financial October 2002 - October 2009
CIGNA September 2001 - October 2002
CIGNA Group Insurance November 1992 - September 2001
Skills
Retirement Plan..., Personal Financial..., Investments, Retirement Planning, Retirement, Fixed Annuities, Series 7, IRAs, Uniform Combined State..., Employee Benefits, Defined Benefit, Financial Planners, Financial Services, Personal Finance, 403 b, Finance
Education
New York University 1982 — 1986
BFA, Film & Television
Monise Lane's Great West Retirement Services Experience Implementation SpecialistGreat-West Retirement ServicesSeptember 2006 - November 2010
Job Senior Account Manager at GreatWest Retirement Services
Industry Financial Services
Experience
Great-West Retirement Services Implementation SpecialistGreat-West Retirement ServicesSeptember 2006 - November 2010
Education
Regis University
Great-West Retirement Services Implementation SpecialistGreat-West Retirement ServicesSeptember 2006 - November 2010
Education
Regis University
Liz Schneider Wenta's Great West Retirement Services Experience February 1999 - March 2005
Job Volunteer Coordinator at Brooks Home Restoration Project
Industry Events Services
Experience
Brooks Home Restoration Project June 2014 - Present
Holden Heights Revitilization Project September 2012 - January 2013
Better Living Systems January 2007 - June 2009
Great-West Retirement Services February 1999 - March 2005
The Evans Group May 1998 - January 1999
Leonard J. Levine, M.D., P.A. December 1984 - March 1998
Skills
Product Development, Industrial Design, Typography, Creative Direction, Brand Development, Advertising, Microsoft Office, Social Media, Event Management, Sales
Education
Rollins College
Brooks Home Restoration Project June 2014 - Present
Holden Heights Revitilization Project September 2012 - January 2013
Better Living Systems January 2007 - June 2009
Great-West Retirement Services February 1999 - March 2005
The Evans Group May 1998 - January 1999
Leonard J. Levine, M.D., P.A. December 1984 - March 1998
Skills
Product Development, Industrial Design, Typography, Creative Direction, Brand Development, Advertising, Microsoft Office, Social Media, Event Management, Sales
Education
Rollins College
Gregory Strobel's Great West Retirement Services Experience December 2009 - August 2011
Job Sr. Project Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
Great-West Retirement Services December 2009 - August 2011
Charles Schwab September 2009 - December 2009
Randstad September 2009 - December 2009
Aurora Bank FSB April 2009 - July 2009
Sempera Professional Services, Inc. April 2009 - July 2009
Charles Schwab August 2008 - April 2009
Merrill Lynch July 2000 - July 2008
Merrill Lynch April 1998 - July 2000
Fidelity Investments August 1993 - April 1998
Education
Indiana University - Kelley School of Business 1991 — 1993
BS, Finance
Indiana University Bloomington 1989 — 1993
BS, Finance
Charles Schwab August 2011 - Present
Great-West Retirement Services December 2009 - August 2011
Charles Schwab September 2009 - December 2009
Randstad September 2009 - December 2009
Aurora Bank FSB April 2009 - July 2009
Sempera Professional Services, Inc. April 2009 - July 2009
Charles Schwab August 2008 - April 2009
Merrill Lynch July 2000 - July 2008
Merrill Lynch April 1998 - July 2000
Fidelity Investments August 1993 - April 1998
Education
Indiana University - Kelley School of Business 1991 — 1993
BS, Finance
Indiana University Bloomington 1989 — 1993
BS, Finance
Helena Novakova's Great West Retirement Services Experience February 2008 - March 2012
Job Retirement Plan Counselor at EmpowerRetirement
Industry Financial Services
Experience
Great West Financial Services February 2012 - Present
Great West Retirement Services February 2008 - March 2012
K-12 Schools & Junior Colleges September 1973 - January 2008
Education
Stanford University 1973 — 1974
Master's degree, Education
Princeton University 1969 — 1972
Bachelor of Arts (B.A.), Slavic Studies
Great West Financial Services February 2012 - Present
Great West Retirement Services February 2008 - March 2012
K-12 Schools & Junior Colleges September 1973 - January 2008
Education
Stanford University 1973 — 1974
Master's degree, Education
Princeton University 1969 — 1972
Bachelor of Arts (B.A.), Slavic Studies
Benjamin Chayes's Great West Retirement Services Experience March 2011 - Present
Job Retirement Plan Counselor at GreatWest Retirement Services
Industry Financial Services
Experience
Great West Retirement Services March 2011 - Present
MassMutual May 2004 - April 2009
Genuity March 2000 - May 2002
BayBank 1994 - 1996
First New England Mortgage January 1992 - November 1993
Skills
Retirement Planning, Retirement, Investments, Program Management, Series 6, Sales, Instructional Design, Fixed Annuities, Series 63, Training, Mutual Funds, 401k, Securities, Wealth Management, Employee Benefits
Education
Framingham State University 1984 — 1988
BA, Political Science, History
Boston University
University of Massachusetts Boston
M.Ed., Instructional Design
Great West Retirement Services March 2011 - Present
MassMutual May 2004 - April 2009
Genuity March 2000 - May 2002
BayBank 1994 - 1996
First New England Mortgage January 1992 - November 1993
Skills
Retirement Planning, Retirement, Investments, Program Management, Series 6, Sales, Instructional Design, Fixed Annuities, Series 63, Training, Mutual Funds, 401k, Securities, Wealth Management, Employee Benefits
Education
Framingham State University 1984 — 1988
BA, Political Science, History
Boston University
University of Massachusetts Boston
M.Ed., Instructional Design
Becky Prior's Great West Retirement Services Experience 2003 - 2007
Job Data Manager/Analyst, Institutional Assessment at Berklee College of Music
Industry Marketing and Advertising
Experience
Berklee College of Music March 2015 - Present
Belmont Food Collaborative & Belmont Farmers' Market 2009 - Present
Babson College September 2012 - March 2015
Babson College May 2011 - September 2012
Babson College May 2010 - May 2011
Babson College March 2007 - May 2010
Great-West Retirement Services 2003 - 2007
University of Colorado at Boulder May 2002 - May 2003
University of Colorado at Boulder August 2001 - May 2003
Skills
Editing, Marketing Communications, Marketing, Email Marketing, Strategy, Research, Project Management, Grant Writing, Leadership, Marketing Strategy
Education
Babson College
University of Colorado Boulder
MA
University of Massachusetts, Amherst
BA
Berklee College of Music March 2015 - Present
Belmont Food Collaborative & Belmont Farmers' Market 2009 - Present
Babson College September 2012 - March 2015
Babson College May 2011 - September 2012
Babson College May 2010 - May 2011
Babson College March 2007 - May 2010
Great-West Retirement Services 2003 - 2007
University of Colorado at Boulder May 2002 - May 2003
University of Colorado at Boulder August 2001 - May 2003
Skills
Editing, Marketing Communications, Marketing, Email Marketing, Strategy, Research, Project Management, Grant Writing, Leadership, Marketing Strategy
Education
Babson College
University of Colorado Boulder
MA
University of Massachusetts, Amherst
BA
Jan Rogers's Great West Retirement Services Experience September 2014 - Present
Job Financial Controls Business Analyst
Industry Financial Services
Experience
Great-West Retirement Services September 2014 - Present
J.P. Morgan May 2011 - August 2014
JP Morgan Retirement Plan Services L.L.C. September 1997 - August 2014
JP Morgan January 2005 - May 2011
JP Morgan Retirement Plan Services August 2001 - January 2005
Centennial Life Insurance August 1980 - August 1983
Skills
Investments, Trading, Securities, Internal Controls, Management, Financial Services, Asset Management, Financial Analysis, Risk Management, 401k, SDLC, Valuation
Education
Johnson County Community College 1990 — 1992
Assoc, General
Great-West Retirement Services September 2014 - Present
J.P. Morgan May 2011 - August 2014
JP Morgan Retirement Plan Services L.L.C. September 1997 - August 2014
JP Morgan January 2005 - May 2011
JP Morgan Retirement Plan Services August 2001 - January 2005
Centennial Life Insurance August 1980 - August 1983
Skills
Investments, Trading, Securities, Internal Controls, Management, Financial Services, Asset Management, Financial Analysis, Risk Management, 401k, SDLC, Valuation
Education
Johnson County Community College 1990 — 1992
Assoc, General
Larry Weis's Great West Retirement Services Experience September 2006 - Present
Job Retirement Plans Specialist at Great West Retirement Services
Industry Financial Services
Experience
Great-West Retirement Services September 2006 - Present
Eurest February 2004 - September 2006
Zanios Foods July 2004 - November 2004
Education
Oklahoma State University 1991 — 1993
Bachelor of Science, Hotel Restaurant Administration
Oklahoma State University 1988 — 1991
Bachelor of Science: Business Administration, Marketing
Great-West Retirement Services September 2006 - Present
Eurest February 2004 - September 2006
Zanios Foods July 2004 - November 2004
Education
Oklahoma State University 1991 — 1993
Bachelor of Science, Hotel Restaurant Administration
Oklahoma State University 1988 — 1991
Bachelor of Science: Business Administration, Marketing
Duane Jeffers's Great West Retirement Services Experience 2000 - 2006
Job Regional Sales Director at One America Retirement Services
Industry Financial Services
Experience
One America Retirement Servies June 2014 - Present
Prudential Retirement April 2006 - September 2012
Great-West Retirement Services 2000 - 2006
Nationwide Retirement Solutions 1991 - 2000
Education
Franklin University 1989 — 1991
MBA, Business Management and Finance
Worthington Christian High School 1985 — 1988
One America Retirement Servies June 2014 - Present
Prudential Retirement April 2006 - September 2012
Great-West Retirement Services 2000 - 2006
Nationwide Retirement Solutions 1991 - 2000
Education
Franklin University 1989 — 1991
MBA, Business Management and Finance
Worthington Christian High School 1985 — 1988
Cris Kittleson's Great West Retirement Services Experience May 2006 - Present
Job Account Manager at GreatWest Retirement Services
Industry Financial Services
Experience
PNP Plan Services April 2010 - Present
Great-West Retirement Services May 2006 - Present
Principal Financial Group August 2000 - May 2006
Principal Financial Group September 1992 - August 2000
Principal Financial Group September 1991 - September 1992
mail services February 1987 - March 1988
Skills
Series 63, Series 7, Mutual Funds, Retirement Plan..., Retirement, Retirement Planning, Pensions, Investments, Financial Services, Defined Benefit, Employee Benefits, Asset Allocation
Education
Buena Vista University 2002 — 2004
Bachelor of Arts (B.A.), Human Services, General, 3.6
Buena Vista University 2002 — 2004
Bachelor of Arts, Human Services and Psychology
PNP Plan Services April 2010 - Present
Great-West Retirement Services May 2006 - Present
Principal Financial Group August 2000 - May 2006
Principal Financial Group September 1992 - August 2000
Principal Financial Group September 1991 - September 1992
mail services February 1987 - March 1988
Skills
Series 63, Series 7, Mutual Funds, Retirement Plan..., Retirement, Retirement Planning, Pensions, Investments, Financial Services, Defined Benefit, Employee Benefits, Asset Allocation
Education
Buena Vista University 2002 — 2004
Bachelor of Arts (B.A.), Human Services, General, 3.6
Buena Vista University 2002 — 2004
Bachelor of Arts, Human Services and Psychology
Ray Shackelford's Great West Retirement Services Experience July 2007 - February 2013
Job Associate & CoOwner 21st Century Storage
Industry Financial Services
Experience
CENTURY 21 Self Storage Associate January 2002 - Present
CAPTRUST September 2013 - July 2015
Primerica February 2013 - August 2013
Great-West Retirement Services July 2007 - February 2013
Self Employed May 2005 - July 2007
John Hancock Financial May 1999 - May 2005
Skills
Fully bilingual English, Bilingual, fully bilingual spanish, 401k, Defined Benefit, Retirement, Series 7, FINRA, ERISA, Pensions, Mutual Funds, Uniform Combined State..., Retirement Planning, IRAs, Series 24, Investment Advisory, Asset Allocation, Roth IRA, Employee Benefits, Insurance, Financial Services, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Series 6, Series 63, Fixed Annuities, Management, Finance, Risk Management, Life Insurance, Asset Management, Relationship Management, Investment Strategies, Securities, Sales, CRM, Portfolio Management, Retirement Plan..., Alternative Investments, Estate Planning, Customer Service, Investment Management, Leadership, Business Planning, Financial Analysis, Strategic Planning, Defined Contribution, Disability Insurance
Education
Universidad de los Andes (VE) 1992 — 1992
Spanish Language and Literature
Central Methodist College 1987 — 1992
B.A., Political Science
Kemper Military School 1984 — 1987
H.S. Degree, Army JROTC/ROTC
CENTURY 21 Self Storage Associate January 2002 - Present
CAPTRUST September 2013 - July 2015
Primerica February 2013 - August 2013
Great-West Retirement Services July 2007 - February 2013
Self Employed May 2005 - July 2007
John Hancock Financial May 1999 - May 2005
Skills
Fully bilingual English, Bilingual, fully bilingual spanish, 401k, Defined Benefit, Retirement, Series 7, FINRA, ERISA, Pensions, Mutual Funds, Uniform Combined State..., Retirement Planning, IRAs, Series 24, Investment Advisory, Asset Allocation, Roth IRA, Employee Benefits, Insurance, Financial Services, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Series 6, Series 63, Fixed Annuities, Management, Finance, Risk Management, Life Insurance, Asset Management, Relationship Management, Investment Strategies, Securities, Sales, CRM, Portfolio Management, Retirement Plan..., Alternative Investments, Estate Planning, Customer Service, Investment Management, Leadership, Business Planning, Financial Analysis, Strategic Planning, Defined Contribution, Disability Insurance
Education
Universidad de los Andes (VE) 1992 — 1992
Spanish Language and Literature
Central Methodist College 1987 — 1992
B.A., Political Science
Kemper Military School 1984 — 1987
H.S. Degree, Army JROTC/ROTC
Michelle Cristofano's Great West Retirement Services Experience June 2002 - June 2006
Job Financial Services Professional
Industry Financial Services
Experience
Great-West Life and Annuity Insurance Company November 2008 - September 2012
Old Mutual Capital June 2006 - September 2008
Great-West Retirement Services June 2002 - June 2006
Great-West Retirement Services April 1998 - June 2002
Skills
Creative Problem Solving, Client Retention, Customer Satisfaction, Strategic Communications, Big Picture Thinking, Project Execution, Requirements Analysis, Compliance, Advertising, Research, Coaching
Education
Fort Lewis College 1983 — 1984
Great-West Life and Annuity Insurance Company November 2008 - September 2012
Old Mutual Capital June 2006 - September 2008
Great-West Retirement Services June 2002 - June 2006
Great-West Retirement Services April 1998 - June 2002
Skills
Creative Problem Solving, Client Retention, Customer Satisfaction, Strategic Communications, Big Picture Thinking, Project Execution, Requirements Analysis, Compliance, Advertising, Research, Coaching
Education
Fort Lewis College 1983 — 1984
Scott Taylor, ChFC, CRC's Great West Retirement Services Experience May 2002 - December 2014
Job Director of Retirement Counseling and Client Relations at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Great-West Retirement Services May 2002 - December 2014
Great-West Life September 1998 - April 2002
Great-West Life January 1995 - September 1998
Skills
Retirement Planning, Retirement, Series 63, Financial Services, Securities, Mutual Funds, Series 6, 401k, Leadership, Fixed Annuities, Pensions, Asset Allocation, Investments, Finance, Employee Benefits, Investment Strategies, 403 b, Portfolio Management, Relationship Management, IRAs, Defined Contribution, Roth IRA, 457 Plans, Marketing, Management, Integrated Retirement..., Comprehensive..., Financial Planners
Education
Metropolitan State University of Denver 1996 — 2000
BA, Biology (major), Minor in Management, 4.0
EMPOWER Retirement January 2015 - Present
Great-West Retirement Services May 2002 - December 2014
Great-West Life September 1998 - April 2002
Great-West Life January 1995 - September 1998
Skills
Retirement Planning, Retirement, Series 63, Financial Services, Securities, Mutual Funds, Series 6, 401k, Leadership, Fixed Annuities, Pensions, Asset Allocation, Investments, Finance, Employee Benefits, Investment Strategies, 403 b, Portfolio Management, Relationship Management, IRAs, Defined Contribution, Roth IRA, 457 Plans, Marketing, Management, Integrated Retirement..., Comprehensive..., Financial Planners
Education
Metropolitan State University of Denver 1996 — 2000
BA, Biology (major), Minor in Management, 4.0
Janice Barnes, MBA's Great West Retirement Services Experience September 1999 - May 2005
Job Sr Manager Product Development/Marketing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Experis/Western Union January 2014 - May 2014
Computershare January 2008 - August 2008
Great-West Retirement Services September 1999 - May 2005
Wells Fargo 1994 - 1999
Skills
Leadership, Training, Mentoring, Relation Management, Presenter, Client-focused, Strategist, Organizational Vision
Education
Colorado State University
MBA
Iowa State University
BS, Business Administration
Charles Schwab August 2014 - Present
Experis/Western Union January 2014 - May 2014
Computershare January 2008 - August 2008
Great-West Retirement Services September 1999 - May 2005
Wells Fargo 1994 - 1999
Skills
Leadership, Training, Mentoring, Relation Management, Presenter, Client-focused, Strategist, Organizational Vision
Education
Colorado State University
MBA
Iowa State University
BS, Business Administration
Christopher O'Banner, MBA, CRC®'s Great West Retirement Services Experience September 2002 - September 2005
Job Key Retirement Plan Consultant at Empower Retirement
Industry Financial Services
Experience
Empower Retirement December 2007 - Present
The Bank of New York, NA September 2005 - December 2007
Great-West Retirement Services September 2002 - September 2005
AIG Global Investment Group February 1998 - September 2002
The Northern Trust Company January 1996 - January 1998
Skills
Consultative Selling, Plan Design, 401k, Account Management, Series 63, Structured Finance, Investments, Series 6, Deferred Compensation, 457 Plans, 403 b, Business Relationship..., Business Planning, Selling, Marketing, Training, Mutual Funds, Insurance, Leadership, Portfolio Management, Retirement Planning, Management, Credit, Asset Allocation, Securities, Analysis, Retirement, Risk Management, Finance, Financial Risk, Accounting, Series 7, Financial Services, Banking, Strategic Financial..., Employee Benefits, Customer Service, Public Speaking, Event Planning, Sales, Financial Planning, PowerPoint, Research, Strategic Planning, Microsoft Excel, CRM, Team Building
Education
Northwestern University 2014 — 2016
Master’s Degree, Predictive Analytics
Northern Illinois University
Bachelor of Science (B.S.), Economics
Keller Graduate School of Management of DeVry University
Master of Business Administration, Project Management
Keller Graduate School of Management of DeVry University
Master, Accounting & Financial Management
Empower Retirement December 2007 - Present
The Bank of New York, NA September 2005 - December 2007
Great-West Retirement Services September 2002 - September 2005
AIG Global Investment Group February 1998 - September 2002
The Northern Trust Company January 1996 - January 1998
Skills
Consultative Selling, Plan Design, 401k, Account Management, Series 63, Structured Finance, Investments, Series 6, Deferred Compensation, 457 Plans, 403 b, Business Relationship..., Business Planning, Selling, Marketing, Training, Mutual Funds, Insurance, Leadership, Portfolio Management, Retirement Planning, Management, Credit, Asset Allocation, Securities, Analysis, Retirement, Risk Management, Finance, Financial Risk, Accounting, Series 7, Financial Services, Banking, Strategic Financial..., Employee Benefits, Customer Service, Public Speaking, Event Planning, Sales, Financial Planning, PowerPoint, Research, Strategic Planning, Microsoft Excel, CRM, Team Building
Education
Northwestern University 2014 — 2016
Master’s Degree, Predictive Analytics
Northern Illinois University
Bachelor of Science (B.S.), Economics
Keller Graduate School of Management of DeVry University
Master of Business Administration, Project Management
Keller Graduate School of Management of DeVry University
Master, Accounting & Financial Management
Cheney Hunt's Great West Retirement Services Experience January 2012 - Present
Job Regional Sales Director San Diego at Empower Retirement
Industry Financial Services
Experience
Great West Retirement Services January 2012 - Present
John Hancock USA 2003 - 2011
Education
Millikin University 1981 — 1985
BS in Finance
Great West Retirement Services January 2012 - Present
John Hancock USA 2003 - 2011
Education
Millikin University 1981 — 1985
BS in Finance
Andy Hermann's Great West Retirement Services Experience May 2008 - Present
Job Regional Sales Director at Great West Retirement Services
Industry Financial Services
Experience
Great West Retirement Services May 2008 - Present
CIGNA Group Insurance January 1990 - January 1997
Gap 1988 - 1990
Skills
401k
Education
California Polytechnic State University-San Luis Obispo 1985 — 1988
BS, Business-Finance
Los Alamitos High School 1980 — 1983
Great West Retirement Services May 2008 - Present
CIGNA Group Insurance January 1990 - January 1997
Gap 1988 - 1990
Skills
401k
Education
California Polytechnic State University-San Luis Obispo 1985 — 1988
BS, Business-Finance
Los Alamitos High School 1980 — 1983
Christina Killion's Great West Retirement Services Experience May 2003 - January 2006
Job Internal Sales Consultant at Peak Web Hosting
Industry Computer Networking
Experience
Peak Web Hosting Regional Account ManagerMetLifeJanuary 2006 - October 2006
Great-West Retirement Services May 2003 - January 2006
Guardian Life Insurance June 2000 - January 2003
Mutual of Omaha August 1998 - June 2000
Education
California State University-East Bay 1996 — 1999
General Studies/Marketing
Peak Web Hosting Regional Account ManagerMetLifeJanuary 2006 - October 2006
Great-West Retirement Services May 2003 - January 2006
Guardian Life Insurance June 2000 - January 2003
Mutual of Omaha August 1998 - June 2000
Education
California State University-East Bay 1996 — 1999
General Studies/Marketing
William (Bill) Considine's Great West Retirement Services Experience 2003 - 2004
Job RVP Retirement Wealth Strategies at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2008 - Present
Wachovia Bank June 2004 - May 2008
Great-West Retirement Services 2003 - 2004
Morgan Stanley 1998 - 2002
Prudential Securities 1991 - 1998
Skills
401k, Series 7, Series 63, Series 6, Retirement, Retirement Planning, Mutual Funds, Wealth Management..., Strategic Financial..., Pensions
Education
Manhattan College 1993 — 1996
MBA, Accounting
Boston College 1987 — 1991
BS, Finance and Marketing
Ameriprise Financial June 2008 - Present
Wachovia Bank June 2004 - May 2008
Great-West Retirement Services 2003 - 2004
Morgan Stanley 1998 - 2002
Prudential Securities 1991 - 1998
Skills
401k, Series 7, Series 63, Series 6, Retirement, Retirement Planning, Mutual Funds, Wealth Management..., Strategic Financial..., Pensions
Education
Manhattan College 1993 — 1996
MBA, Accounting
Boston College 1987 — 1991
BS, Finance and Marketing
David Arnn's Great West Retirement Services Experience September 2014 - Present
Job Senior Financial Analyst at GreatWest Retirement Services
Industry Financial Services
Experience
Great-West Retirement Services September 2014 - Present
ING U.S. March 2012 - August 2014
Eagle Ridge Services, LLC July 2010 - July 2011
ING Investment Management 2006 - 2009
ING Institutional Markets 2004 - 2006
Skills
Financial Analysis, Analysis, Insurance, Finance, Financial Modeling, Investments, Process Improvement
Education
New Mexico State University 1986 — 1991
BBA, Finance/Economics
Great-West Retirement Services September 2014 - Present
ING U.S. March 2012 - August 2014
Eagle Ridge Services, LLC July 2010 - July 2011
ING Investment Management 2006 - 2009
ING Institutional Markets 2004 - 2006
Skills
Financial Analysis, Analysis, Insurance, Finance, Financial Modeling, Investments, Process Improvement
Education
New Mexico State University 1986 — 1991
BBA, Finance/Economics
Kristin Mondik's Great West Retirement Services Experience August 2011 - Present
Job Empower Retirement
Industry Financial Services
Experience
Great-West Retirement Services August 2011 - Present
Merck & Co., Inc. August 2010 - August 2011
Merck & Co., Inc. January 2010 - August 2010
sanofi-aventis January 2009 - December 2009
Wyeth Pharmaceuticals November 2005 - April 2008
Wyeth Pharmaceuticals January 1993 - November 2005
Wyeth-Ayerst International, Inc August 1991 - January 1993
Skills
PowerPoint, Microsoft Office, Travel Arrangements, Time Management, Outlook, Microsoft Excel
Education
Montgomery County Community College 1988 — 1991
Associates, Office Skills and Technology, 3.0
Montgomery County Community College
Office Skills and Technology, Office Skills and Technology
Great-West Retirement Services August 2011 - Present
Merck & Co., Inc. August 2010 - August 2011
Merck & Co., Inc. January 2010 - August 2010
sanofi-aventis January 2009 - December 2009
Wyeth Pharmaceuticals November 2005 - April 2008
Wyeth Pharmaceuticals January 1993 - November 2005
Wyeth-Ayerst International, Inc August 1991 - January 1993
Skills
PowerPoint, Microsoft Office, Travel Arrangements, Time Management, Outlook, Microsoft Excel
Education
Montgomery County Community College 1988 — 1991
Associates, Office Skills and Technology, 3.0
Montgomery County Community College
Office Skills and Technology, Office Skills and Technology
Dennis Hampson's Great West Retirement Services Experience April 2007 - Present
Job Assistant Manager at GreatWest Financial
Industry Financial Services
Experience
Great-West Retirement Services April 2007 - Present
Great-West Retirement Services November 2000 - April 2007
MCIWorldcom July 1998 - August 2000
United States Postal Service May 1997 - July 1998
Skills
Insurance, Customer Service, PowerPoint, Coaching, Microsoft Office, FINRA Licensed Series..., Private Pilot Since 2005, Management, Team Building, Access, Process Improvement, Call Centers, Training, Time Management, Sales, Leadership, SharePoint
Education
Metropolitan State College of Denver 1998 — 2000
Great-West Retirement Services April 2007 - Present
Great-West Retirement Services November 2000 - April 2007
MCIWorldcom July 1998 - August 2000
United States Postal Service May 1997 - July 1998
Skills
Insurance, Customer Service, PowerPoint, Coaching, Microsoft Office, FINRA Licensed Series..., Private Pilot Since 2005, Management, Team Building, Access, Process Improvement, Call Centers, Training, Time Management, Sales, Leadership, SharePoint
Education
Metropolitan State College of Denver 1998 — 2000
Armando DeFusco's Great West Retirement Services Experience October 2006 - Present
Job Client Relationship Manager at GreatWest Retirement Services
Industry Financial Services
Experience
Great-West Retirement Services October 2006 - Present
MetLife Retirement Services 2000 - 2006
Skills
Series 6, 401k, Series 63
Education
Bryant University
Master of Business Administration (MBA), Business Administration and Management, General
University of Rhode Island - College of Business Administration
Bachelor of Science (BS), Management & Industrial Relations
Great-West Retirement Services October 2006 - Present
MetLife Retirement Services 2000 - 2006
Skills
Series 6, 401k, Series 63
Education
Bryant University
Master of Business Administration (MBA), Business Administration and Management, General
University of Rhode Island - College of Business Administration
Bachelor of Science (BS), Management & Industrial Relations
Bill Harmon's Great West Retirement Services Experience June 2002 - 2011
Job Sr. Vice President at Empower Retirement
Industry Financial Services
Experience
Financial Services Company 1988 - Present
Great West Life 2002 - June 2011
Great-West June 2002 - March 2011
Great-West Retirement Services June 2002 - 2011
Great-West Life and Annuity Insurance Company March 1999 - June 2002
Education
Loyola Marymount University 2004 — 2008
Bachelors in Business Administration, Marketing
Financial Services Company 1988 - Present
Great West Life 2002 - June 2011
Great-West June 2002 - March 2011
Great-West Retirement Services June 2002 - 2011
Great-West Life and Annuity Insurance Company March 1999 - June 2002
Education
Loyola Marymount University 2004 — 2008
Bachelors in Business Administration, Marketing
Anthony Stefani's Great West Retirement Services Experience June 2007 - May 2012
Job Policy Sales and Service Representative at American Family Insurance
Industry Financial Services
Experience
American Family Insurance November 2013 - Present
Lincoln Trust Company March 2013 - August 2013
Great-West Retirement Services June 2007 - May 2012
Great West Life And Annuity July 2004 - June 2007
Great-West Financial February 2001 - November 2003
Skills
401k, Retirement, Retirement Planning, Investments, Mutual Funds, Employee Benefits, Pensions, Process Improvement, Fixed Annuities, Leadership, Wealth Management, Investment Advisory, Financial Analysis, Asset Allocation, Business Analysis, Portfolio Management, Defined Benefit, Team Building, Property & Casualty..., Life & Health Insurance...
Education
Iowa State University 1993 — 1997
BA, Journalism Mass Communication
Iowa State University 1993 — 1997
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
American Family Insurance November 2013 - Present
Lincoln Trust Company March 2013 - August 2013
Great-West Retirement Services June 2007 - May 2012
Great West Life And Annuity July 2004 - June 2007
Great-West Financial February 2001 - November 2003
Skills
401k, Retirement, Retirement Planning, Investments, Mutual Funds, Employee Benefits, Pensions, Process Improvement, Fixed Annuities, Leadership, Wealth Management, Investment Advisory, Financial Analysis, Asset Allocation, Business Analysis, Portfolio Management, Defined Benefit, Team Building, Property & Casualty..., Life & Health Insurance...
Education
Iowa State University 1993 — 1997
BA, Journalism Mass Communication
Iowa State University 1993 — 1997
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Andrew Shimp's Great West Retirement Services Experience September 2004 - April 2006
Job Vice President at CAPTRUST Financial Advisors
Industry Investment Management
Experience
CAPTRUST December 2010 - Present
Holmes Murphy Financial Services April 2006 - December 2010
Great West Retirement Services September 2004 - April 2006
Principal Financial Group November 2002 - September 2004
Skills
Retirement Planning, Qualified Retirement..., Investments, Asset Allocation, Asset Management, Investment Strategies, 401k, Pensions, Non-Qualified Deferred..., 403 b, Finance
Education
MidAmerica Nazarene University 1998 — 2002
Bachelor of Science, Business Administration
CAPTRUST December 2010 - Present
Holmes Murphy Financial Services April 2006 - December 2010
Great West Retirement Services September 2004 - April 2006
Principal Financial Group November 2002 - September 2004
Skills
Retirement Planning, Qualified Retirement..., Investments, Asset Allocation, Asset Management, Investment Strategies, 401k, Pensions, Non-Qualified Deferred..., 403 b, Finance
Education
MidAmerica Nazarene University 1998 — 2002
Bachelor of Science, Business Administration
Kyle Milotte's Great West Retirement Services Experience Pension ConsultantGuardian Life Insurance1996 - 2002
Job Regional Sales Director EMPOWER Retirement
Industry Financial Services
Experience
Great-West Retirement Services Pension ConsultantGuardian Life Insurance1996 - 2002
Education
College of the Holy Cross 1985 — 1988
BOA, Economics
Great-West Retirement Services Pension ConsultantGuardian Life Insurance1996 - 2002
Education
College of the Holy Cross 1985 — 1988
BOA, Economics
Robin Feiler Collins's Great West Retirement Services Experience August 2002 - September 2006
Job Retirement Plan Consultant
Industry Financial Services
Experience
Home October 2010 - Present
The Standard October 2008 - October 2010
Strategies, LLC December 2007 - October 2008
Lockton Companies of Colorado September 2006 - November 2007
Great-West Retirement Services August 2002 - September 2006
Merrill Lynch May 1996 - August 2002
Education
Colorado State University 1992 — 1996
Bachelors - Business/Finance
Home October 2010 - Present
The Standard October 2008 - October 2010
Strategies, LLC December 2007 - October 2008
Lockton Companies of Colorado September 2006 - November 2007
Great-West Retirement Services August 2002 - September 2006
Merrill Lynch May 1996 - August 2002
Education
Colorado State University 1992 — 1996
Bachelors - Business/Finance
andrea krumlauf's Great West Retirement Services Experience October 2006 - October 2014
Job Lead Implementation Analyst at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement April 2015 - Present
Great-West Financial October 2014 - Present
Great-West Retirement Services October 2006 - October 2014
Skills
Retirement
Education
Regis University
Master of Business Administration (MBA)
University of Colorado Denver
EMPOWER Retirement April 2015 - Present
Great-West Financial October 2014 - Present
Great-West Retirement Services October 2006 - October 2014
Skills
Retirement
Education
Regis University
Master of Business Administration (MBA)
University of Colorado Denver
Barbara Nixon's Great West Retirement Services Experience 1996 - 2014
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Great-West Retirement Services 1996 - 2014
Skills
Retirement Plan..., Retirement, Investments, Profit Sharing
Education
Colorado State University 1982 — 1986
BS, Textiles and Clothing
EMPOWER Retirement January 2015 - Present
Great-West Retirement Services 1996 - 2014
Skills
Retirement Plan..., Retirement, Investments, Profit Sharing
Education
Colorado State University 1982 — 1986
BS, Textiles and Clothing
Marc Abruzzese's Great West Retirement Services Experience August 2005 - Present
Job Regional Sales Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement October 2014 - Present
Great-West Retirement Services August 2005 - Present
Nationwide Financial January 2002 - July 2005
Creative Financial Group January 1993 - January 2001
Skills
Retirement, Employee Benefits, Qualified Retirement..., Defined Benefit, Series 7, Asset Allocation, Banking, Retirement Plan..., 401k, Retirement Planning, Defined Contribution, Profit Sharing, Financial Services, FINRA, Investment Strategies, Sales, ERISA, Mutual Funds, Selling, Series 6, Pensions, Investments, Investment Advisory, IRAs, Fixed Annuities, Series 63, Business Planning, Life Insurance, Wealth Management, Financial Advisory, Series 65, Portfolio Management
Education
Lehigh University 1988 — 1992
BS
The Haverford School 1984 — 1988
EMPOWER Retirement October 2014 - Present
Great-West Retirement Services August 2005 - Present
Nationwide Financial January 2002 - July 2005
Creative Financial Group January 1993 - January 2001
Skills
Retirement, Employee Benefits, Qualified Retirement..., Defined Benefit, Series 7, Asset Allocation, Banking, Retirement Plan..., 401k, Retirement Planning, Defined Contribution, Profit Sharing, Financial Services, FINRA, Investment Strategies, Sales, ERISA, Mutual Funds, Selling, Series 6, Pensions, Investments, Investment Advisory, IRAs, Fixed Annuities, Series 63, Business Planning, Life Insurance, Wealth Management, Financial Advisory, Series 65, Portfolio Management
Education
Lehigh University 1988 — 1992
BS
The Haverford School 1984 — 1988
Sally Humm's Great West Retirement Services Experience April 2001 - December 2007
Job Medical Claims Processor/Adjuster at Dell Services U.S.A
Industry Insurance
Experience
Dell l Services U.S.A June 2012 - Present
GMR Protection Resources, Inc. January 2008 - April 2009
Great-West Retirement Services April 2001 - December 2007
Protective Life March 1992 - May 2000
Dental Auxiliary February 1990 - March 1992
Lorin Berland D.D.S July 1989 - February 1990
Terrell Hodges D.D.S February 1989 - July 1989
Skills
Training, Employee Benefits, Data Entry, Customer Service
Education
Texas College of Medical and Dental Careers 1988 — 1988
Certification, Dental Assisting/Assistant
Richland Community College 1985 — 1985
Business/Commerce, General
North Garland High School 1980 — 1983
Diploma, General Studies
Dell l Services U.S.A June 2012 - Present
GMR Protection Resources, Inc. January 2008 - April 2009
Great-West Retirement Services April 2001 - December 2007
Protective Life March 1992 - May 2000
Dental Auxiliary February 1990 - March 1992
Lorin Berland D.D.S July 1989 - February 1990
Terrell Hodges D.D.S February 1989 - July 1989
Skills
Training, Employee Benefits, Data Entry, Customer Service
Education
Texas College of Medical and Dental Careers 1988 — 1988
Certification, Dental Assisting/Assistant
Richland Community College 1985 — 1985
Business/Commerce, General
North Garland High School 1980 — 1983
Diploma, General Studies
Douglas Heald's Great West Retirement Services Experience June 2012 - April 2013
Job at
Industry Financial Services
Experience
EMPOWER Retirement November 2014 - Present
Great-West Financial April 2013 - November 2014
Great-West Retirement Services June 2012 - April 2013
Great-West Retirement Services November 2011 - June 2012
Great-West Retirement Services November 2009 - November 2011
Putnam Investments November 2008 - November 2009
Northwestern Mutual June 2008 - September 2008
Skills
Series 6, Series 63, Employee Benefits, Asset Allocation, 401k, Mutual Funds, Customer Service, Customer Relations, Word, PowerPoint, Outlook, Microsoft Office, Retirement, FINRA Series 6, Securities, Customer Satisfaction, Defined Benefit, Benefits Administration, IRA's, Mentoring, Coaching, FINRA Series 63, Salesforce.com, Customer Retention, Financial Services, Life Insurance, 403 b, Training, Retirement Planning, Relationship Management, Qualified Retirement..., Team Building, Analysis, FINRA, Financial Analysis, Fixed Annuities, IRAs, Insurance, Investments, Leadership, Microsoft Word, Series 7, Wealth Management, Sales, Finance
Education
Merrimack College 2005 — 2009
Bachelor, Double Major: Finance, Economics
EMPOWER Retirement November 2014 - Present
Great-West Financial April 2013 - November 2014
Great-West Retirement Services June 2012 - April 2013
Great-West Retirement Services November 2011 - June 2012
Great-West Retirement Services November 2009 - November 2011
Putnam Investments November 2008 - November 2009
Northwestern Mutual June 2008 - September 2008
Skills
Series 6, Series 63, Employee Benefits, Asset Allocation, 401k, Mutual Funds, Customer Service, Customer Relations, Word, PowerPoint, Outlook, Microsoft Office, Retirement, FINRA Series 6, Securities, Customer Satisfaction, Defined Benefit, Benefits Administration, IRA's, Mentoring, Coaching, FINRA Series 63, Salesforce.com, Customer Retention, Financial Services, Life Insurance, 403 b, Training, Retirement Planning, Relationship Management, Qualified Retirement..., Team Building, Analysis, FINRA, Financial Analysis, Fixed Annuities, IRAs, Insurance, Investments, Leadership, Microsoft Word, Series 7, Wealth Management, Sales, Finance
Education
Merrimack College 2005 — 2009
Bachelor, Double Major: Finance, Economics
Angie Kaufman's Great West Retirement Services Experience December 2005 - April 2006
Job Regional Communication Consultant
Industry Financial Services
Experience
John Hancock Retirement Plan Services August 2015 - Present
Vanguard November 2013 - Present
ING March 2012 - September 2013
Standard Insurance Company August 2010 - June 2011
John Hancock Life Insurance Company (U.S.A.) December 2006 - December 2009
Apex Systems May 2006 - September 2006
Great-West Retirement Services December 2005 - April 2006
Denver Health January 2005 - May 2005
Janus Capital Group May 2001 - July 2004
ProSavvy January 2000 - January 2001
Skills
401k, Retirement Planning, Mutual Funds, Series 7, Suite, Business Development, Retirement, Training, Series 63, Asset Allocation, Proficient in Microsoft..., Series 65, Life Insurance License
Education
Columbia College 1996 — 2001
Business Administration, Business
John Hancock Retirement Plan Services August 2015 - Present
Vanguard November 2013 - Present
ING March 2012 - September 2013
Standard Insurance Company August 2010 - June 2011
John Hancock Life Insurance Company (U.S.A.) December 2006 - December 2009
Apex Systems May 2006 - September 2006
Great-West Retirement Services December 2005 - April 2006
Denver Health January 2005 - May 2005
Janus Capital Group May 2001 - July 2004
ProSavvy January 2000 - January 2001
Skills
401k, Retirement Planning, Mutual Funds, Series 7, Suite, Business Development, Retirement, Training, Series 63, Asset Allocation, Proficient in Microsoft..., Series 65, Life Insurance License
Education
Columbia College 1996 — 2001
Business Administration, Business
Alex Bretl's Great West Retirement Services Experience January 2009 - May 2010
Job Investment Operations Consultant at Northwestern Mutual
Industry Investment Management
Experience
Northwestern Mutual November 2014 - Present
Northwestern Mutual April 2013 - Present
Northwestern Mutual May 2010 - April 2013
Great-West Retirement Services January 2009 - May 2010
Northwestern Mutual May 2007 - September 2007
Skills
Investments, Insurance, Private Placements, Customer Service, Retirement Plans, Reporting & Analysis, Retirement Planning, Finance, Process Improvement, Training, Data Analysis, Bloomberg, Microsoft Office, Risk Management, Equities, 401k, Securities, Financial Services, Financial Accounting
Education
Marquette University 2011 — 2012
MBA, Finance
University of Wisconsin-Milwaukee - School of Business Administration 2004 — 2008
Bachelor of Business Administration, Finance and Marketing
Northwestern Mutual November 2014 - Present
Northwestern Mutual April 2013 - Present
Northwestern Mutual May 2010 - April 2013
Great-West Retirement Services January 2009 - May 2010
Northwestern Mutual May 2007 - September 2007
Skills
Investments, Insurance, Private Placements, Customer Service, Retirement Plans, Reporting & Analysis, Retirement Planning, Finance, Process Improvement, Training, Data Analysis, Bloomberg, Microsoft Office, Risk Management, Equities, 401k, Securities, Financial Services, Financial Accounting
Education
Marquette University 2011 — 2012
MBA, Finance
University of Wisconsin-Milwaukee - School of Business Administration 2004 — 2008
Bachelor of Business Administration, Finance and Marketing
Diana Brandvold's Great West Retirement Services Experience April 1998 - May 2010
Job Lead RFP Specialist at GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement May 2010 - Present
Great-West Retirement Services April 1998 - May 2010
Dawson Insurance February 1993 - April 1998
Skills
CRM, Employee Benefits, Training, Management, Employee Training, Sales Operations, Insurance, Strategy, Financial Services, Strategic Planning, Retirement Planning, Analysis, Sales Process, Business Strategy, Budgets, Customer Service, Program Management, Series 6, Marketing, Series 63
Education
Dakota State University 1977 — 1982
B.S., Business Management and Accounting
Dakota State University
B.S, Business Administration
EMPOWER Retirement May 2010 - Present
Great-West Retirement Services April 1998 - May 2010
Dawson Insurance February 1993 - April 1998
Skills
CRM, Employee Benefits, Training, Management, Employee Training, Sales Operations, Insurance, Strategy, Financial Services, Strategic Planning, Retirement Planning, Analysis, Sales Process, Business Strategy, Budgets, Customer Service, Program Management, Series 6, Marketing, Series 63
Education
Dakota State University 1977 — 1982
B.S., Business Management and Accounting
Dakota State University
B.S, Business Administration
Trevor Millberg's Great West Retirement Services Experience June 2009 - December 2010
Job Regional Vice President at Allianz Life
Industry Insurance
Experience
Allianz Life Financial Services, LLC February 2014 - Present
Allianz Life February 2012 - Present
Allianz January 2011 - Present
Great West Retirement Services June 2009 - December 2010
Allianz December 2007 - May 2009
Allianz October 2005 - November 2007
Skills
Series 7, Series 6, Series 63, Relationship Management, Variable Annuities, Mutual Funds
Education
Luther College 2000 — 2004
Bachelor of Arts, Communications
Allianz Life Financial Services, LLC February 2014 - Present
Allianz Life February 2012 - Present
Allianz January 2011 - Present
Great West Retirement Services June 2009 - December 2010
Allianz December 2007 - May 2009
Allianz October 2005 - November 2007
Skills
Series 7, Series 6, Series 63, Relationship Management, Variable Annuities, Mutual Funds
Education
Luther College 2000 — 2004
Bachelor of Arts, Communications
Greg Babineau's Great West Retirement Services Experience May 2000 - April 2006
Job Director, Account Management at MetLife
Industry Financial Services
Experience
MetLife July 2012 - Present
MetLife April 2006 - July 2012
Great-West Retirement Services May 2000 - April 2006
Wells Fargo Bank January 1998 - May 2000
Skills
Requirements Analysis, Soft Skills, Account Management, Team Building, Vendor Management, Relationship Management, Employee Benefits, Strategic Planning, Performance Management, Process Improvement, Financial Services, Management, Business Strategy, Business Development, Team Leadership, Financial Analysis, Leadership
Education
Harvard University 1992 — 1996
Bachelor's, Psychology
MetLife July 2012 - Present
MetLife April 2006 - July 2012
Great-West Retirement Services May 2000 - April 2006
Wells Fargo Bank January 1998 - May 2000
Skills
Requirements Analysis, Soft Skills, Account Management, Team Building, Vendor Management, Relationship Management, Employee Benefits, Strategic Planning, Performance Management, Process Improvement, Financial Services, Management, Business Strategy, Business Development, Team Leadership, Financial Analysis, Leadership
Education
Harvard University 1992 — 1996
Bachelor's, Psychology
Dave Fourman, CFS, M.S.'s Great West Retirement Services Experience 2010 - July 2013
Job Education
Industry Education Management
Experience
Douglas County Schools October 2013 - Present
Great-West Retirement Services 2010 - July 2013
Great West Life May 1997 - May 2013
My dentist 2012 - 2013
my CPA 1997 - 2013
High School Teacher August 2002 - May 2010
U.S. Air Force December 1987 - September 1996
Skills
401k, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Creative Problem Solving, Teaching, Series 6, Investments, Retirement Plan..., Fixed Annuities, Portfolio Management, Strategic Financial..., Sales, Presentations, Sports Coaching, Competitive Analysis, Series 63, Management, Leadership, Event Planning, Writing, Project Management, Crisis Management, Aviation, Customer Service, Classroom, Compliance, Financial Risk, HR Policies, K-12, Lecturing, Military, Nonprofits, PowerPoint, Loans, Microsoft Office, Negotiation, Organization, Promotions, Supervisory Skills, Tutoring, Creative Writing, Microsoft Word, Educational Technology, Qualified Retirement..., Pensions, Coaching, Defined Contribution, Public Speaking
Education
Troy State University 1992 — 1993
Master of Science (M.S.), Human Resources Management/Personnel Administration, General, 3.6
Colorado State University 1982 — 1987
Bachelor of Arts (B.A.), History, 2.7
Metropolitan State College of Denver 2002 — 2003
Bachelor of Education (B.Ed.), Teacher Certification, 4.0
Douglas County Schools October 2013 - Present
Great-West Retirement Services 2010 - July 2013
Great West Life May 1997 - May 2013
My dentist 2012 - 2013
my CPA 1997 - 2013
High School Teacher August 2002 - May 2010
U.S. Air Force December 1987 - September 1996
Skills
401k, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Creative Problem Solving, Teaching, Series 6, Investments, Retirement Plan..., Fixed Annuities, Portfolio Management, Strategic Financial..., Sales, Presentations, Sports Coaching, Competitive Analysis, Series 63, Management, Leadership, Event Planning, Writing, Project Management, Crisis Management, Aviation, Customer Service, Classroom, Compliance, Financial Risk, HR Policies, K-12, Lecturing, Military, Nonprofits, PowerPoint, Loans, Microsoft Office, Negotiation, Organization, Promotions, Supervisory Skills, Tutoring, Creative Writing, Microsoft Word, Educational Technology, Qualified Retirement..., Pensions, Coaching, Defined Contribution, Public Speaking
Education
Troy State University 1992 — 1993
Master of Science (M.S.), Human Resources Management/Personnel Administration, General, 3.6
Colorado State University 1982 — 1987
Bachelor of Arts (B.A.), History, 2.7
Metropolitan State College of Denver 2002 — 2003
Bachelor of Education (B.Ed.), Teacher Certification, 4.0
Beth Azan's Great West Retirement Services Experience June 1995 - March 1998
Job Marketing Assistant at Just For Her Expo
Industry Events Services
Experience
Just For Her Expo March 2013 - May 2014
Healthy For Life, University of Missouri 2011 - 2012
Bag Daddy Bags 2002 - 2004
American United Life January 2000 - January 2001
American United Life March 1998 - January 1999
Great-West Retirement Services June 1995 - March 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching
Education
Indiana University-Purdue University at Indianapolis 1991 — 1995
Liberal Arts, Emphasis on Health Care and Health Administration
University of Northern Colorado 1990 — 1991
Communications
Just For Her Expo March 2013 - May 2014
Healthy For Life, University of Missouri 2011 - 2012
Bag Daddy Bags 2002 - 2004
American United Life January 2000 - January 2001
American United Life March 1998 - January 1999
Great-West Retirement Services June 1995 - March 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching
Education
Indiana University-Purdue University at Indianapolis 1991 — 1995
Liberal Arts, Emphasis on Health Care and Health Administration
University of Northern Colorado 1990 — 1991
Communications
Les Thompson's Great West Retirement Services Experience January 2009 - August 2010
Job Senior Retirement Specialist at Nationwide Financial Solutions
Industry Financial Services
Experience
Nationwide Financial Solutions November 2010 - Present
Great-West Retirement Services January 2009 - August 2010
Great-West Retirement Services July 2003 - December 2008
Great-West Retirement Services November 1998 - June 2003
Great-West Retirement Services September 1993 - October 1998
Skills
Pensions, Retirement, Deferred Compensation, Contract Negotiation, Benefits
Education
Old Dominion University 1985 — 1990
Bachelor of Science, Business Administration
State insurance
The American College
ChFC
Nationwide Financial Solutions November 2010 - Present
Great-West Retirement Services January 2009 - August 2010
Great-West Retirement Services July 2003 - December 2008
Great-West Retirement Services November 1998 - June 2003
Great-West Retirement Services September 1993 - October 1998
Skills
Pensions, Retirement, Deferred Compensation, Contract Negotiation, Benefits
Education
Old Dominion University 1985 — 1990
Bachelor of Science, Business Administration
State insurance
The American College
ChFC
Brett Nuttall's Great West Retirement Services Experience July 2008 - August 2012
Job Law Clerk
Industry Law Practice
Experience
Mahaffey & Gore, P.C. May 2014 - May 2015
Oklahoma Corporation Commission January 2014 - April 2014
JFM Law Group July 2013 - August 2013
Great West Retirement Services July 2008 - August 2012
Zions Bankcorp January 2008 - July 2008
Strategic Employee Benefit Services November 2001 - October 2007
Irell and Manella LLP September 2000 - November 2001
Siegfried and Jensen 1998 - 2000
Skills
ERISA, Mutual Funds, Mergers & Acquisitions, Retirement, Asset Allocation, FINRA, Securities, Retirement Plan..., Defined Benefit, Legal Writing, Employee Benefits, CRM, 401k, Series 63, Series 6, Investments, Defined Contribution, Profit Sharing, Pensions, Series 7, IRAs, Wealth Management, Legal Research, Litigation, Title Opinions, Briefing, Drafting Agreements, Westlaw, Corporate Law, Arbitration
Education
University of Oklahoma College of Law 2012 — 2015
Juris Doctor, Top 25%
The University of Texas at Dallas 2011 — 2012
B.A, Economics
Collin County Community College 2008 — 2010
A.A, General Studies
University of Utah
Mahaffey & Gore, P.C. May 2014 - May 2015
Oklahoma Corporation Commission January 2014 - April 2014
JFM Law Group July 2013 - August 2013
Great West Retirement Services July 2008 - August 2012
Zions Bankcorp January 2008 - July 2008
Strategic Employee Benefit Services November 2001 - October 2007
Irell and Manella LLP September 2000 - November 2001
Siegfried and Jensen 1998 - 2000
Skills
ERISA, Mutual Funds, Mergers & Acquisitions, Retirement, Asset Allocation, FINRA, Securities, Retirement Plan..., Defined Benefit, Legal Writing, Employee Benefits, CRM, 401k, Series 63, Series 6, Investments, Defined Contribution, Profit Sharing, Pensions, Series 7, IRAs, Wealth Management, Legal Research, Litigation, Title Opinions, Briefing, Drafting Agreements, Westlaw, Corporate Law, Arbitration
Education
University of Oklahoma College of Law 2012 — 2015
Juris Doctor, Top 25%
The University of Texas at Dallas 2011 — 2012
B.A, Economics
Collin County Community College 2008 — 2010
A.A, General Studies
University of Utah
Anne Flanagan's Great West Retirement Services Experience August 2007 - Present
Job Client Relationship Manager at GreatWest Retirement Services
Industry Financial Services
Experience
Great-West Retirement Services August 2007 - Present
Skills
Series 6, Customer Relations, Account Management, New Business Development, FINRA Series 6, Series 63, Retirement, Retirement Services, Retirement Plan..., Profit Sharing, Series 7, Retirement Planning, Financial Services, Relationship Management, Qualified Retirement..., Life, Strategic Planning, Sales Management, Business Development, Defined Contribution, Pensions, Defined Benefit, Mutual Funds, ERISA, Asset Allocation, Investment Advisory, FINRA
Education
North Central College 1982 — 1986
Fianance & Marketing
Great-West Retirement Services August 2007 - Present
Skills
Series 6, Customer Relations, Account Management, New Business Development, FINRA Series 6, Series 63, Retirement, Retirement Services, Retirement Plan..., Profit Sharing, Series 7, Retirement Planning, Financial Services, Relationship Management, Qualified Retirement..., Life, Strategic Planning, Sales Management, Business Development, Defined Contribution, Pensions, Defined Benefit, Mutual Funds, ERISA, Asset Allocation, Investment Advisory, FINRA
Education
North Central College 1982 — 1986
Fianance & Marketing
David Krist's Great West Retirement Services Experience September 1998 - Present
Job Performance Consultant, Corporate Training and Development at GreatWest Retirement Services
Industry Financial Services
Experience
Great-West Retirement Services September 1998 - Present
Fleet Mortgage April 1997 - August 1998
Skills
Coaching, Public Speaking, Event Planning, Social Media, Deferred Compensation, Employee Benefits, Performance Management, Employee Engagement, Employee Relations, Benefits Administration, Employee Training, Recruiting, Digital Photography, Instructional Design, Series 6, 401k, Retirement, Retirement Planning, Insurance, Customer Service, FINRA
Education
Arizona State University
Bachelor's degree, Broadcast Production & Mass Communication
Great-West Retirement Services September 1998 - Present
Fleet Mortgage April 1997 - August 1998
Skills
Coaching, Public Speaking, Event Planning, Social Media, Deferred Compensation, Employee Benefits, Performance Management, Employee Engagement, Employee Relations, Benefits Administration, Employee Training, Recruiting, Digital Photography, Instructional Design, Series 6, 401k, Retirement, Retirement Planning, Insurance, Customer Service, FINRA
Education
Arizona State University
Bachelor's degree, Broadcast Production & Mass Communication
Kevin Tarkington's Great West Retirement Services Experience January 2011 - May 2011
Job Service Representative II at Northwestern Mutual
Industry Legal Services
Experience
Northwestern Mutual 2012 - Present
Tarkington and Associates August 2007 - Present
Tarkington and Associates August 2006 - Present
Marquette University High School June 2012 - August 2012
New Horizon July 2011 - March 2012
Great-West Retirement Services January 2011 - May 2011
Ameriprise Financial Services March 2007 - August 2007
Guaranty Bank May 2004 - March 2007
Intersecurities, Inc September 2002 - April 2004
Transamerica Financial, Internal Wholesaler September 2002 - August 2003
Skills
Conflict Resolution, Financial Planning, Training & Development, Insurance, Customer Service, Investments, Wealth Management, Strategic Financial..., Series 7, Coaching, 401k, Banking, Retirement, Mediation, Workshop Facilitation, Financial Advisory, Team Building, Conflict Management, Fixed Annuities, Retirement Planning, Marketing, Community Outreach, Crisis Intervention, Sales, Strategic Planning
Education
Bryant & Stratton College 2011 — 2013
A.A., Criminal Justice
Hamline University School of Law 2006 — 2006
Mediation Certificate program, Dispute Resolution
Northwestern Mutual 2012 - Present
Tarkington and Associates August 2007 - Present
Tarkington and Associates August 2006 - Present
Marquette University High School June 2012 - August 2012
New Horizon July 2011 - March 2012
Great-West Retirement Services January 2011 - May 2011
Ameriprise Financial Services March 2007 - August 2007
Guaranty Bank May 2004 - March 2007
Intersecurities, Inc September 2002 - April 2004
Transamerica Financial, Internal Wholesaler September 2002 - August 2003
Skills
Conflict Resolution, Financial Planning, Training & Development, Insurance, Customer Service, Investments, Wealth Management, Strategic Financial..., Series 7, Coaching, 401k, Banking, Retirement, Mediation, Workshop Facilitation, Financial Advisory, Team Building, Conflict Management, Fixed Annuities, Retirement Planning, Marketing, Community Outreach, Crisis Intervention, Sales, Strategic Planning
Education
Bryant & Stratton College 2011 — 2013
A.A., Criminal Justice
Hamline University School of Law 2006 — 2006
Mediation Certificate program, Dispute Resolution
Kristine Haaf's Great West Retirement Services Experience February 2011 - Present
Job Implementation Analyst at GreatWest Retirement Services
Industry Financial Services
Experience
Great-West Retirement Services February 2011 - Present
MetLife February 1992 - September 2010
Education
Colorado State University
BA, Arts and Humanities, Music, Psychology
Great-West Retirement Services February 2011 - Present
MetLife February 1992 - September 2010
Education
Colorado State University
BA, Arts and Humanities, Music, Psychology
Gerald D'Apice's Great West Retirement Services Experience July 2011 - July 2013
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Great West Retirement Services July 2011 - July 2013
Putnam Investments September 2010 - June 2011
Skills
Mutual Funds, Series 63, Series 6, Series 7, Bloomberg, Defined Contribution, 401k, Fixed Income, FINRA, Defined Benefit, Equities, Securities, Investments, Uniform Combined State..., Financial Services, Call Center, Lotus Notes, Series 24, Asset Allocation, Customer Service
Education
Merrimack College 2006 — 2010
Bachelor of Science (BS), Finance, General
Fidelity Investments August 2013 - Present
Great West Retirement Services July 2011 - July 2013
Putnam Investments September 2010 - June 2011
Skills
Mutual Funds, Series 63, Series 6, Series 7, Bloomberg, Defined Contribution, 401k, Fixed Income, FINRA, Defined Benefit, Equities, Securities, Investments, Uniform Combined State..., Financial Services, Call Center, Lotus Notes, Series 24, Asset Allocation, Customer Service
Education
Merrimack College 2006 — 2010
Bachelor of Science (BS), Finance, General
Calvin Cooksey's Great West Retirement Services Experience January 2012 - Present
Job Retirement Plan Counselor at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Great-West Retirement Services January 2012 - Present
Great-West Retirement Services July 2007 - December 2011
MetLife January 2006 - July 2007
CitiStreet Associates LLC December 2004 - January 2006
Skills
Series 6, Series 63, CRPC, CRPS
Education
Georgia Tech
B.S.I.M., Industrial Management
Purdue University - Krannert School of Management
Master's degree, Marketing
EMPOWER Retirement January 2015 - Present
Great-West Retirement Services January 2012 - Present
Great-West Retirement Services July 2007 - December 2011
MetLife January 2006 - July 2007
CitiStreet Associates LLC December 2004 - January 2006
Skills
Series 6, Series 63, CRPC, CRPS
Education
Georgia Tech
B.S.I.M., Industrial Management
Purdue University - Krannert School of Management
Master's degree, Marketing
Thomas Dawes's Great West Retirement Services Experience February 2000 - June 2003
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
Prudential Financial March 2006 - January 2015
SunAmerica March 2005 - March 2006
New York Life Insurance Company July 2003 - October 2004
Great-West Retirement Services February 2000 - June 2003
Skills
401k, Retirement, Series 63, Retirement Planning, Series 6, Mutual Funds, Fixed Annuities, Asset Allocation, Investments, Financial Services, Pensions, IRAs, Investment Advisory, Wealth Management, FINRA, Employee Benefits, Strategic Financial..., Insurance, Asset Management, Relationship Management, Portfolio Management, Securities
Education
San Diego State University-California State University 1996 — 1999
BS, Business with and Emphasis in Financial Services
Moorpark College 1993 — 1996
TIAA-CREF January 2015 - Present
Prudential Financial March 2006 - January 2015
SunAmerica March 2005 - March 2006
New York Life Insurance Company July 2003 - October 2004
Great-West Retirement Services February 2000 - June 2003
Skills
401k, Retirement, Series 63, Retirement Planning, Series 6, Mutual Funds, Fixed Annuities, Asset Allocation, Investments, Financial Services, Pensions, IRAs, Investment Advisory, Wealth Management, FINRA, Employee Benefits, Strategic Financial..., Insurance, Asset Management, Relationship Management, Portfolio Management, Securities
Education
San Diego State University-California State University 1996 — 1999
BS, Business with and Emphasis in Financial Services
Moorpark College 1993 — 1996
Joan McKee's Great West Retirement Services Experience January 2005 - September 2006
Job Account Executive at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2011 - Present
Schuster Driscoll, LLC September 2006 - September 2010
Great West Retirement Services January 2005 - September 2006
Education
Boston College
Bachelor of Arts (BA)
Lincoln Financial Group January 2011 - Present
Schuster Driscoll, LLC September 2006 - September 2010
Great West Retirement Services January 2005 - September 2006
Education
Boston College
Bachelor of Arts (BA)
Connie Newton's Great West Retirement Services Experience January 2012 - Present
Job Specialist at GreatWest Retirement Services
Industry Financial Services
Experience
Great-West Retirement Services January 2012 - Present
Great-West July 2004 - December 2011
Skills
Will update later
Education
Grinnell College
Bachelor of Arts (B.A.), Political Science and English
Great-West Retirement Services January 2012 - Present
Great-West July 2004 - December 2011
Skills
Will update later
Education
Grinnell College
Bachelor of Arts (B.A.), Political Science and English
Jessica Gunter's Great West Retirement Services Experience August 2012 - Present
Job Team Coordinator with Empower Retirement Plan Services
Industry Financial Services
Experience
Great-West Retirement Services August 2012 - Present
Wells Fargo January 2006 - April 2012
Citi January 2003 - January 2006
Skills
Series 63, Retirement, Portfolio Management, Financial Analysis, Financial Services, Commercial Lending, Finance, Risk Management, Commercial Banking, Retail Banking, Underwriting
Education
Baker University 2015 — 2017
Bachelor's degree, Business Administration and Management, General
Park University 2011 — 2014
BS - BA-Management/Finance and Accounting, Accounting; Bus Admin-Finance; Bus Admin-Management
Metropolitan Community College - Kansas City
Great-West Retirement Services August 2012 - Present
Wells Fargo January 2006 - April 2012
Citi January 2003 - January 2006
Skills
Series 63, Retirement, Portfolio Management, Financial Analysis, Financial Services, Commercial Lending, Finance, Risk Management, Commercial Banking, Retail Banking, Underwriting
Education
Baker University 2015 — 2017
Bachelor's degree, Business Administration and Management, General
Park University 2011 — 2014
BS - BA-Management/Finance and Accounting, Accounting; Bus Admin-Finance; Bus Admin-Management
Metropolitan Community College - Kansas City
Deanna Atwood's Great West Retirement Services Experience February 2007 - October 2010
Job Financial Services Professional
Industry Financial Services
Experience
HHGregg August 2012 - Present
A Gift of Time, Inc June 2012 - Present
Primerica August 2011 - January 2012
WAAGR 1998 - 2012
Great-West Retirement Services February 2007 - October 2010
Manpower Professional February 2010 - February 2010
Great-West Retirement Services 2007 - 2010
Securitas October 2006 - February 2007
Waukesha County Technical College May 1995 - October 2006
Coakley-Tech February 2003 - August 2004
Skills
Sales, Prospecting, Technical Support, Web Site, Coaching, Teaching, Insurance, Radio Dispatch, Imaging, Record Retention, Keyboarding, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Outlook, Reporting, 401k Plan, Benefits Administration, Retail Sales, Insurance Sales, Building World Class..., Team Leadership, File Mapping, SAP Netweaver, Supervising Others, Siemens HiPath, Sarbanes-Oxley, Document Management, Technical Documentation, Dispatching, Team-oriented, Work Well Independently, 10 Key, Microsoft Operating...
Education
Gateway Technical College 2009 — 2019
Current, Technical Communications
ITT Technical Institute-Wisconsin 2007 — 2009
Associate's degree, Computer Electronics and Engineering
HHGregg August 2012 - Present
A Gift of Time, Inc June 2012 - Present
Primerica August 2011 - January 2012
WAAGR 1998 - 2012
Great-West Retirement Services February 2007 - October 2010
Manpower Professional February 2010 - February 2010
Great-West Retirement Services 2007 - 2010
Securitas October 2006 - February 2007
Waukesha County Technical College May 1995 - October 2006
Coakley-Tech February 2003 - August 2004
Skills
Sales, Prospecting, Technical Support, Web Site, Coaching, Teaching, Insurance, Radio Dispatch, Imaging, Record Retention, Keyboarding, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Outlook, Reporting, 401k Plan, Benefits Administration, Retail Sales, Insurance Sales, Building World Class..., Team Leadership, File Mapping, SAP Netweaver, Supervising Others, Siemens HiPath, Sarbanes-Oxley, Document Management, Technical Documentation, Dispatching, Team-oriented, Work Well Independently, 10 Key, Microsoft Operating...
Education
Gateway Technical College 2009 — 2019
Current, Technical Communications
ITT Technical Institute-Wisconsin 2007 — 2009
Associate's degree, Computer Electronics and Engineering
Karen T. Adams's Great West Retirement Services Experience 2007 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Great-West Retirement Services 2007 - 2013
U.S. Bank, N.A. Omaha, NE August 1992 - March 2007
Skills
Licenses: Series 6,...
Education
Bellevue University
Bachelor of Science (BS), Business Management, General
Great-West Retirement Services 2007 - 2013
U.S. Bank, N.A. Omaha, NE August 1992 - March 2007
Skills
Licenses: Series 6,...
Education
Bellevue University
Bachelor of Science (BS), Business Management, General