Hand Benefits & Trust
Description
Founded: 1939 Parent organization: Benefit Plans Administrative Services, Inc. Subsidiary: Hand Securities, Inc.
Hand Benefits & Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Hand Benefits & Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Hand Benefits & Trust Employees
Employee
Years
Job
Industry
Stephen Hand ,CIMA Stephen Hand ,CIMA's Hand Benefits & Trust Experience June 1993 - Present
Job President at Hand Benefits & Trust
Industry Financial Services
Experience
Hand Benefits & Trust June 1993 - Present
Skills
Mergers, Vendor Management, Customer Service, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Strategic Planning, Investments, Employee Benefits, Insurance
Education
Texas Tech University 1979 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
Hand Benefits & Trust June 1993 - Present
Skills
Mergers, Vendor Management, Customer Service, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Strategic Planning, Investments, Employee Benefits, Insurance
Education
Texas Tech University 1979 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
Tracie Zimmerman, MS-HRM, PF/PC Tracie Zimmerman, MS-HRM, PF/PC's Hand Benefits & Trust Experience 1999 - 2002
Job Mediator
Industry Legal Services
Experience
National Institute For Mediation, Educational Edge 2002 - Present
Hand Benefits & Trust 1999 - 2002
NGC - Natural Gas Clearinghouse 1985 - 1998
Skills
Mediation, Conflict Resolution, Dispute Resolution, Ombudsman, Executive Coaching, Business Transformation, Training, Public Speaking, Coaching, Human Resources, Management, Change Management, Organizational..., Negotiation, Leadership Development, Employee Benefits, Management Consulting, Executive Management, Business Strategy, Consulting, Leadership, Talent Management, Organizational Design, Succession Planning, Organizational..., Employee Engagement, Performance Management, Talent Acquisition, Personnel Management, Employee Relations, Career Development, HR Consulting, Workforce Planning, Recruiting, Performance Improvement, Mergers & Acquisitions, Deferred Compensation, Workshop Facilitation, Executive Search, Culture Change, Strategy, HRIS, Interviews, Management Development, Career Counseling
Education
Houston Baptist University
MS, Human Resources
Texas Tech University
BS
National Institute For Mediation, Educational Edge 2002 - Present
Hand Benefits & Trust 1999 - 2002
NGC - Natural Gas Clearinghouse 1985 - 1998
Skills
Mediation, Conflict Resolution, Dispute Resolution, Ombudsman, Executive Coaching, Business Transformation, Training, Public Speaking, Coaching, Human Resources, Management, Change Management, Organizational..., Negotiation, Leadership Development, Employee Benefits, Management Consulting, Executive Management, Business Strategy, Consulting, Leadership, Talent Management, Organizational Design, Succession Planning, Organizational..., Employee Engagement, Performance Management, Talent Acquisition, Personnel Management, Employee Relations, Career Development, HR Consulting, Workforce Planning, Recruiting, Performance Improvement, Mergers & Acquisitions, Deferred Compensation, Workshop Facilitation, Executive Search, Culture Change, Strategy, HRIS, Interviews, Management Development, Career Counseling
Education
Houston Baptist University
MS, Human Resources
Texas Tech University
BS
Cindy Harper Cindy Harper's Hand Benefits & Trust Experience March 1995 - March 1998
Job Business & Retirement Services & Forensic Accounting Consultant
Industry Financial Services
Experience
Harper Consulting Services May 2002 - Present
AIG American General March 2000 - May 2002
JPMorgan Chase March 1998 - March 2000
Hand Benefits & Trust March 1995 - March 1998
MBM Advisors January 1993 - December 1994
Wallace Company January 1991 - September 1992
Sierra Spring Water October 1988 - October 1990
Rockwell International October 1977 - October 1988
Skills
Operations Management, Project Management, Team Building, Forensic Accounting, Business Process..., 401k, Mutual Funds, Business Planning, Employee Benefits, Retirement, Strategic Planning, Payroll, Benefits Administration, Human Resources, Strategic Financial..., Accounting, Financial Services, Financial Analysis, Fixed Assets, Financial Audits, Process Improvement, Account Reconciliation, Relationship Management, Cost Accounting, Retirement Planning, Financial Statements, Management Consulting, Financial Reporting, Small Business, Auditing, Pensions, Training, Budgets, Management, Change Management, Writing Procedures, Cash Management and..., Accounts Payable
Education
University of Houston-Downtown 2012 — 2012
San Jacinto College 2010 — 2012
n/a, Biology/Biological Sciences, General, A
Rice University 2006 — 2007
Certified Financial Planning
University of St. Thomas (TX) 1994 — 1996
MBA, Marketing
Youngstown State University 1981 — 1986
BS in BA, Accounting, Management
Neshannock High School 1972 — 1975
Diploma, busines
Harper Consulting Services May 2002 - Present
AIG American General March 2000 - May 2002
JPMorgan Chase March 1998 - March 2000
Hand Benefits & Trust March 1995 - March 1998
MBM Advisors January 1993 - December 1994
Wallace Company January 1991 - September 1992
Sierra Spring Water October 1988 - October 1990
Rockwell International October 1977 - October 1988
Skills
Operations Management, Project Management, Team Building, Forensic Accounting, Business Process..., 401k, Mutual Funds, Business Planning, Employee Benefits, Retirement, Strategic Planning, Payroll, Benefits Administration, Human Resources, Strategic Financial..., Accounting, Financial Services, Financial Analysis, Fixed Assets, Financial Audits, Process Improvement, Account Reconciliation, Relationship Management, Cost Accounting, Retirement Planning, Financial Statements, Management Consulting, Financial Reporting, Small Business, Auditing, Pensions, Training, Budgets, Management, Change Management, Writing Procedures, Cash Management and..., Accounts Payable
Education
University of Houston-Downtown 2012 — 2012
San Jacinto College 2010 — 2012
n/a, Biology/Biological Sciences, General, A
Rice University 2006 — 2007
Certified Financial Planning
University of St. Thomas (TX) 1994 — 1996
MBA, Marketing
Youngstown State University 1981 — 1986
BS in BA, Accounting, Management
Neshannock High School 1972 — 1975
Diploma, busines
Kevin Lenamond Kevin Lenamond's Hand Benefits & Trust Experience 2004 - 2007
Job CIO Houston VA Medical Center
Industry Hospital & Health Care
Experience
Houston VA Medical Center July 2007 - Present
United States Army Reserve 1987 - 2012
Hand Benefits & Trust 2004 - 2007
Skills
Disaster Recovery, Integration, Servers, Leadership, Management, Microsoft Exchange, Security, CISSP, System Deployment, IT Management, Technical Support, Business Analysis, Information Assurance, Process Improvement, Vendor Management, Strategic Planning, System Administration, Visio, Troubleshooting, DoD, Computer Hardware, Software Documentation, IT Strategy, Information Technology, Program Management
Education
Park University 1988 — 1990
BS/CIS, Computer Science
Stephen F. Austin State University 1983 — 1986
BBA, Management
Schreiner University 1981 — 1983
"AA", Business Administration and Management, General
Houston VA Medical Center July 2007 - Present
United States Army Reserve 1987 - 2012
Hand Benefits & Trust 2004 - 2007
Skills
Disaster Recovery, Integration, Servers, Leadership, Management, Microsoft Exchange, Security, CISSP, System Deployment, IT Management, Technical Support, Business Analysis, Information Assurance, Process Improvement, Vendor Management, Strategic Planning, System Administration, Visio, Troubleshooting, DoD, Computer Hardware, Software Documentation, IT Strategy, Information Technology, Program Management
Education
Park University 1988 — 1990
BS/CIS, Computer Science
Stephen F. Austin State University 1983 — 1986
BBA, Management
Schreiner University 1981 — 1983
"AA", Business Administration and Management, General
Jennifer Tomaselli Jennifer Tomaselli's Hand Benefits & Trust Experience 2006 - 2007
Job Bookkeeper at DuPure International
Industry Environmental Services
Experience
DuPure International October 2007 - Present
Hand Benefits & Trust 2006 - 2007
Keeling Law Offices, PC 2005 - 2006
Skills
Type 75 wpm, 10 Key, Microsoft Excel, Microsoft Word, Microsoft Outlook, QuickBooks, Sage CRM, Multitasking Skills, Enthusiasm to learn, Organizational..., Team-oriented, Dependable, Determination to Succeed, Administrative..., Accounts Payable, Accounts Receivable, Purchasing, Payroll, Outlook, Data Entry, Microsoft Office, Customer Satisfaction, Customer Service
Education
Houston Community College 2009 — 2011
no degree yet, Real Estate
Academy of Health Care Professions 2004 — 2005
Certificate, Medical Insurance Coding Specialist/Coder
DuPure International October 2007 - Present
Hand Benefits & Trust 2006 - 2007
Keeling Law Offices, PC 2005 - 2006
Skills
Type 75 wpm, 10 Key, Microsoft Excel, Microsoft Word, Microsoft Outlook, QuickBooks, Sage CRM, Multitasking Skills, Enthusiasm to learn, Organizational..., Team-oriented, Dependable, Determination to Succeed, Administrative..., Accounts Payable, Accounts Receivable, Purchasing, Payroll, Outlook, Data Entry, Microsoft Office, Customer Satisfaction, Customer Service
Education
Houston Community College 2009 — 2011
no degree yet, Real Estate
Academy of Health Care Professions 2004 — 2005
Certificate, Medical Insurance Coding Specialist/Coder
Jason Lopez Jason Lopez's Hand Benefits & Trust Experience March 2001 - May 2004
Job Supervisor Financial Reporting at Energy Transfer
Industry Oil & Energy
Experience
Energy Transfer July 2015 - Present
C & C Industries May 2014 - May 2015
LINC ENERGY LTD September 2013 - March 2014
SERIMAX December 2011 - September 2013
El Paso Corporation February 2011 - March 2012
El Paso Corporation January 2010 - January 2011
El Paso Corporation May 2007 - December 2009
El Paso Corporation May 2006 - August 2006
Hand Benefits & Trust March 2001 - May 2004
JPMorgan Chase/Chase Retirement Solutions July 2000 - February 2001
Skills
General Ledger, Hyperion Enterprise, Microsoft Excel, Microsoft Word, Variance Analysis, Financial Reporting, IFS, PeopleSoft, 10Q, 10K, Oil & Gas Industry, Account Reconciliation, Accounts Payable, Accounting, Accruals, Auditing, Finance, Financial Statements, Fixed Assets, Journal Entries, Payroll, Bank Reconciliation, Internal Audit
Education
University of Houston
Bachelor of Business Administration, Accounting
University of Houston
Bachelor's degree, Accounting
Energy Transfer July 2015 - Present
C & C Industries May 2014 - May 2015
LINC ENERGY LTD September 2013 - March 2014
SERIMAX December 2011 - September 2013
El Paso Corporation February 2011 - March 2012
El Paso Corporation January 2010 - January 2011
El Paso Corporation May 2007 - December 2009
El Paso Corporation May 2006 - August 2006
Hand Benefits & Trust March 2001 - May 2004
JPMorgan Chase/Chase Retirement Solutions July 2000 - February 2001
Skills
General Ledger, Hyperion Enterprise, Microsoft Excel, Microsoft Word, Variance Analysis, Financial Reporting, IFS, PeopleSoft, 10Q, 10K, Oil & Gas Industry, Account Reconciliation, Accounts Payable, Accounting, Accruals, Auditing, Finance, Financial Statements, Fixed Assets, Journal Entries, Payroll, Bank Reconciliation, Internal Audit
Education
University of Houston
Bachelor of Business Administration, Accounting
University of Houston
Bachelor's degree, Accounting
Brenda Moctezuma Brenda Moctezuma's Hand Benefits & Trust Experience 1996 - Present
Job Trust Implementation & Compliance Specialist at Hand Benefits & Trust
Industry Financial Services
Experience
Hand Benefits & Trust Company, a BPAS Company February 2012 - Present
Hand Benefits & Trust 1996 - Present
Skills
Investments, Mutual Funds, Securities, Investment Advisory, Employee Benefits, Retirement, Defined Benefit, Trading, 401k, Zumba, Series 6, Microsoft Word, Management, Financial Analysis, Process Improvement, Customer Service, Microsoft Excel, Microsoft Office
Education
University of Houston-Downtown 1998 — 2004
Bachelor of Business Administration (B.B.A.), Administrative Management
Lone Star College System 1995 — 1997
Associate's degree
Hand Benefits & Trust Company, a BPAS Company February 2012 - Present
Hand Benefits & Trust 1996 - Present
Skills
Investments, Mutual Funds, Securities, Investment Advisory, Employee Benefits, Retirement, Defined Benefit, Trading, 401k, Zumba, Series 6, Microsoft Word, Management, Financial Analysis, Process Improvement, Customer Service, Microsoft Excel, Microsoft Office
Education
University of Houston-Downtown 1998 — 2004
Bachelor of Business Administration (B.B.A.), Administrative Management
Lone Star College System 1995 — 1997
Associate's degree
Fred Dutcher Fred Dutcher's Hand Benefits & Trust Experience 2005 - 2006
Job VP Sr. Retirement Consultant at American Pensions, Inc.
Industry Financial Services
Experience
American Pensions, Inc. 2009 - Present
New York Life 2006 - 2008
Hand Benefits & Trust 2005 - 2006
Wachovia 1999 - 2005
Diversified Investment Advisors 1992 - 1999
Ogle & Waters 1989 - 1992
T. Rowe Price 1987 - 1989
Skills
401k, Insurance, Securities, Retirement Planning, 401k Rollovers, Retirement, Fiduciary, ERISA, Fixed Income, Business Planning, Mutual Funds, Valuation, Pensions, Investment Advisory
Education
Frostburg State University 1984 — 1987
B.S., Finance
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American Pensions, Inc. 2009 - Present
New York Life 2006 - 2008
Hand Benefits & Trust 2005 - 2006
Wachovia 1999 - 2005
Diversified Investment Advisors 1992 - 1999
Ogle & Waters 1989 - 1992
T. Rowe Price 1987 - 1989
Skills
401k, Insurance, Securities, Retirement Planning, 401k Rollovers, Retirement, Fiduciary, ERISA, Fixed Income, Business Planning, Mutual Funds, Valuation, Pensions, Investment Advisory
Education
Frostburg State University 1984 — 1987
B.S., Finance
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Marty Campbell's Hand Benefits & Trust Experience October 2010 - August 2013
Job Regional Sales Executive at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company September 2013 - Present
Hand Benefits & Trust October 2010 - August 2013
Northern Trust December 1995 - October 2010
United States Navy June 1987 - June 1993
Skills
Investments, 401k, Alternative Investments, Asset Allocation, Asset Managment, Retirement, Pensions, Investment Advisory, Investment Management, Asset Management, Retirement Planning, ETFs, Financial Advisory, Strategy, Employee Benefits, Securities, Financial Analysis, Equities, Defined Benefit, Strategic Financial..., Relationship Management, Fixed Income, Financial Services, Investment Strategies
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Marketing, Finance
Florida State University - College of Business 1989 — 1993
Bachelors, Marketing, Multinational Business
Chatham 1984 — 1987
Reliance Trust Company September 2013 - Present
Hand Benefits & Trust October 2010 - August 2013
Northern Trust December 1995 - October 2010
United States Navy June 1987 - June 1993
Skills
Investments, 401k, Alternative Investments, Asset Allocation, Asset Managment, Retirement, Pensions, Investment Advisory, Investment Management, Asset Management, Retirement Planning, ETFs, Financial Advisory, Strategy, Employee Benefits, Securities, Financial Analysis, Equities, Defined Benefit, Strategic Financial..., Relationship Management, Fixed Income, Financial Services, Investment Strategies
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Marketing, Finance
Florida State University - College of Business 1989 — 1993
Bachelors, Marketing, Multinational Business
Chatham 1984 — 1987
BJ Hydes's Hand Benefits & Trust Experience January 2000 - June 2004
Job Senior Compliance Administrator at VALIC
Industry Insurance
Experience
VALIC October 2013 - Present
AIG - VALIC January 2012 - October 2013
Blacklab Internet January 2011 - November 2011
Hand Benefits & Trust January 2000 - June 2004
VALIC 1998 - 2000
Skills
Account Management, Enterprise Software, Business Development, Solution Selling, Employee Benefits, Online Advertising, Professional Services, Digital Marketing, Public Relations, Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Sales, Social Media Marketing, Customer Service, Contract Negotiation
Education
The University of Texas at Austin 1989 — 1994
Bachelor of Arts (BA), History
VALIC October 2013 - Present
AIG - VALIC January 2012 - October 2013
Blacklab Internet January 2011 - November 2011
Hand Benefits & Trust January 2000 - June 2004
VALIC 1998 - 2000
Skills
Account Management, Enterprise Software, Business Development, Solution Selling, Employee Benefits, Online Advertising, Professional Services, Digital Marketing, Public Relations, Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Sales, Social Media Marketing, Customer Service, Contract Negotiation
Education
The University of Texas at Austin 1989 — 1994
Bachelor of Arts (BA), History
Martha Prud'homme's Hand Benefits & Trust Experience May 2000 - January 2004
Job American College of Osteopathic Obstetricians and Gynecologists
Industry Computer Software
Experience
American College of Osteopathic Obstetricians and Gynecologists (ACOOG) January 2012 - Present
UNT Health Science Center / TCOM November 2004 - January 2012
Hand Benefits & Trust May 2000 - January 2004
Hand Benefits and Trust May 2000 - January 2004
Streamworks International 1996 - 1998
Skills
Outlook, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Project Management, Vendor Management, Microsoft SQL Server, Public Speaking, HTML, Strategic Planning, Data Analysis, Project Planning
Education
Huston-Tillotson University 1992 — 1996
BA, Computer Science
Huston-Tillotson University 1992 — 1996
Bachelor of Arts (B.A.), Computer Science
American College of Osteopathic Obstetricians and Gynecologists (ACOOG) January 2012 - Present
UNT Health Science Center / TCOM November 2004 - January 2012
Hand Benefits & Trust May 2000 - January 2004
Hand Benefits and Trust May 2000 - January 2004
Streamworks International 1996 - 1998
Skills
Outlook, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Project Management, Vendor Management, Microsoft SQL Server, Public Speaking, HTML, Strategic Planning, Data Analysis, Project Planning
Education
Huston-Tillotson University 1992 — 1996
BA, Computer Science
Huston-Tillotson University 1992 — 1996
Bachelor of Arts (B.A.), Computer Science
Michael Vitolano's Hand Benefits & Trust Experience August 2013 - Present
Job Relationship Manager at Hand Benefits & Trust
Industry Financial Services
Experience
Hand Benefits & Trust August 2013 - Present
Old Mutual Asset Management Trust Company May 2011 - April 2013
Old Mutual Asset Management Trust Company April 2010 - May 2011
Old Mutual Asset Management Trust Company August 2008 - April 2010
Old Mutual Asset Management Trust Company December 2006 - August 2008
State Street Bank August 2004 - December 2006
Skills
Financial Services, Securities, Fund Accounting, Cash Management, Financial Reporting, Analysis, Process Improvement, Data Analysis, Event Management, Budgets, Accounting, Client Services, Global Custody, Finance, Account Reconciliation, Financial Analysis, Asset Management, Fixed Income
Education
Suffolk University - Sawyer School of Management 2009 — 2012
Master of Business Administration (MBA), Finance
Bentley University 2000 — 2004
Bachelor of Science (BS), Finance
Hand Benefits & Trust August 2013 - Present
Old Mutual Asset Management Trust Company May 2011 - April 2013
Old Mutual Asset Management Trust Company April 2010 - May 2011
Old Mutual Asset Management Trust Company August 2008 - April 2010
Old Mutual Asset Management Trust Company December 2006 - August 2008
State Street Bank August 2004 - December 2006
Skills
Financial Services, Securities, Fund Accounting, Cash Management, Financial Reporting, Analysis, Process Improvement, Data Analysis, Event Management, Budgets, Accounting, Client Services, Global Custody, Finance, Account Reconciliation, Financial Analysis, Asset Management, Fixed Income
Education
Suffolk University - Sawyer School of Management 2009 — 2012
Master of Business Administration (MBA), Finance
Bentley University 2000 — 2004
Bachelor of Science (BS), Finance
Judie Woody's Hand Benefits & Trust Experience January 2000 - Present
Job Trust Reporting/ Exec Asst at Hand Benefits & Trust
Industry Financial Services
Experience
Hand Benefits & Trust January 2000 - Present
Baker Energy June 1997 - July 1999
Sam White 1986 - 1997
Skills
Microsoft Excel, Employee Benefits, Business Analysis, Strategic Planning, Finance, Retirement Planning, Pensions, Mutual Funds, Human Resources, Insurance, Securities, Mergers & Acquisitions, Benefits Administration, 401k, Investments, Retirement
Education
Houston Community College
Hand Benefits & Trust January 2000 - Present
Baker Energy June 1997 - July 1999
Sam White 1986 - 1997
Skills
Microsoft Excel, Employee Benefits, Business Analysis, Strategic Planning, Finance, Retirement Planning, Pensions, Mutual Funds, Human Resources, Insurance, Securities, Mergers & Acquisitions, Benefits Administration, 401k, Investments, Retirement
Education
Houston Community College
Mary Leong's Hand Benefits & Trust Experience October 2000 - January 2005
Job Actuary
Industry Financial Services
Experience
Milliman August 2007 - Present
ASPPA January 2003 - Present
Loren D. Stark Company January 2006 - July 2007
Hand Benefits & Trust October 2000 - January 2005
Skills
Actuarial, Actuarial Science, Pensions, Defined Benefit, Retirement, Pension Administration, 401k, Retirement Plan..., Actuarial Consulting, Employee Benefits, ERISA, Defined Contribution, Actuaries, Retirement Planning, Profit Sharing, Financial Reporting
Education
Texas Christian University 1996 — 1999
B.A., Mathematics
Milliman August 2007 - Present
ASPPA January 2003 - Present
Loren D. Stark Company January 2006 - July 2007
Hand Benefits & Trust October 2000 - January 2005
Skills
Actuarial, Actuarial Science, Pensions, Defined Benefit, Retirement, Pension Administration, 401k, Retirement Plan..., Actuarial Consulting, Employee Benefits, ERISA, Defined Contribution, Actuaries, Retirement Planning, Profit Sharing, Financial Reporting
Education
Texas Christian University 1996 — 1999
B.A., Mathematics
Verna English's Hand Benefits & Trust Experience June 1999 - October 2002
Job
Industry Banking
Experience
JP Morgan Chase July 2008 - Present
JPMorgan Chase June 2004 - July 2008
Hand Benefits & Trust June 1999 - October 2002
Bass Consulting Inc October 1998 - June 1999
Norwest Bank Texas June 1995 - October 1998
Mid Coast Council on Alcohol & Drugs September 1993 - October 1995
Education
University of Phoenix 2004 — 2006
MBA
Texas A&M University-Kingsville 1988 — 1993
BBA
JP Morgan Chase July 2008 - Present
JPMorgan Chase June 2004 - July 2008
Hand Benefits & Trust June 1999 - October 2002
Bass Consulting Inc October 1998 - June 1999
Norwest Bank Texas June 1995 - October 1998
Mid Coast Council on Alcohol & Drugs September 1993 - October 1995
Education
University of Phoenix 2004 — 2006
MBA
Texas A&M University-Kingsville 1988 — 1993
BBA
Sheri Alsguth, EA, CPC, MSPA, QPFC's Hand Benefits & Trust Experience 1994 - 2002
Job CONSULTING ACTUARY at PINNACLE PLAN DESIGN, LLC
Industry Financial Services
Experience
PINNACLE PLAN DESIGN, LLC February 2009 - Present
MBM Advisors 2002 - 2009
Hand Benefits & Trust 1994 - 2002
Skills
Defined Benefit, Pension Administration, Retirement Plan..., Profit Sharing, ERISA, Pensions, 401k, Defined Contribution, Actuarial Science, Actuarial Consulting, Actuaries, Employee Benefits, Retirement Planning
Education
The University of Texas at Austin 1984 — 1988
BBA, Actuarial Science
The University of Texas at Austin
Bachelor of Business Administration (BBA), Actuarial Science
PINNACLE PLAN DESIGN, LLC February 2009 - Present
MBM Advisors 2002 - 2009
Hand Benefits & Trust 1994 - 2002
Skills
Defined Benefit, Pension Administration, Retirement Plan..., Profit Sharing, ERISA, Pensions, 401k, Defined Contribution, Actuarial Science, Actuarial Consulting, Actuaries, Employee Benefits, Retirement Planning
Education
The University of Texas at Austin 1984 — 1988
BBA, Actuarial Science
The University of Texas at Austin
Bachelor of Business Administration (BBA), Actuarial Science
Jonathan Salzberg's Hand Benefits & Trust Experience May 2015 - Present
Job Fund (Valuation) Accountant II at Hand Benefits & Trust
Industry Capital Markets
Experience
Hand Benefits & Trust May 2015 - Present
General Electric (Power & Water) March 2015 - April 2015
Invesco US December 2014 - February 2015
Bankers Life November 2006 - November 2009
Computer Science Corporation Credit Services January 2006 - July 2006
US Navy November 1998 - January 2006
Skills
Analysis, Financial Analysis, Microsoft Excel, Project Management, Management, Customer Service, Microsoft Word, PowerPoint, Leadership, Research, Finance, Marketing, Budgets, Risk Management, Excel VBA, R-studio, Matlab, SQL, C++, Asset Management, Equity Research Analysis, Data Mining analysis &..., Business Strategy &..., Risk Analysis, SAP, PeopleSoft, Training, Investments, Accounting, Financial Modeling, Portfolio Accounting..., Eagle Investment System, Mobius, Oracle Financials, Aladdin, Microsoft Office, Access
Education
University of Houston 2009 — 2014
Bachelor of Science (B.S.), Financial Mathematics
University of Houston
Hand Benefits & Trust May 2015 - Present
General Electric (Power & Water) March 2015 - April 2015
Invesco US December 2014 - February 2015
Bankers Life November 2006 - November 2009
Computer Science Corporation Credit Services January 2006 - July 2006
US Navy November 1998 - January 2006
Skills
Analysis, Financial Analysis, Microsoft Excel, Project Management, Management, Customer Service, Microsoft Word, PowerPoint, Leadership, Research, Finance, Marketing, Budgets, Risk Management, Excel VBA, R-studio, Matlab, SQL, C++, Asset Management, Equity Research Analysis, Data Mining analysis &..., Business Strategy &..., Risk Analysis, SAP, PeopleSoft, Training, Investments, Accounting, Financial Modeling, Portfolio Accounting..., Eagle Investment System, Mobius, Oracle Financials, Aladdin, Microsoft Office, Access
Education
University of Houston 2009 — 2014
Bachelor of Science (B.S.), Financial Mathematics
University of Houston